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U.  S.  DEPARTMENT  OF  AGRICULTURE 

OFFICE  OF  INFORMATION 

DIVISION  OF  PUBLICATIONS 


TECHNICAL  BULLETINS 

Nos.  176-200 


WITH  CONTENTS 


PREPARED  IN  THE  INDEXING  SECTION 


UNITED  STATES 

GOVERNMENT  PRINTING  OFFICE 

WASHINGTON  :  1931 


CONTENTS 


Technical  Bulletin  No.    176. — The    Citrus    Rust    Mite    and    Its 

Control   (W.  W.  Yothers  and  Arthur  C.  Mason) :  Page 

Introduction I 

Origin  and  distribution 2 

Systematic  history 2 

Economic  importance 3 

•  Host  plants 3 

Specific  preference 5 

Mites  mistaken  for  the  citrus  rust  mite 6 

Rust-mite  injury 7 

Injury  to  the  fruit ^_  7 

Injury  to  the  leaves  and  branches 16 

Life  history  and  habits 17. 

Methods  of  rearing 17 

The  egg 20 

The  larva 21 

The  adult 21 

Seasonal  history 26 

Methods  of  spread 27 

Distribution  on  nursery  stock 27 

Distribution  by  insects  and  birds 28 

Distribution  by  wind 28 

Distribution  by  crawling _-_  28 

Natural  control 29 

Climatic  factors  influencing  the  number  of  rust  mites 29 

Relation  to  site 32 

Insect  enemies 33 

Fungi 34 

Artificial  control 35 

Ineffective  insecticides 35 

Effect  of  sulphur  on  rust  mites 39 

Effect  of  w^eak  dilutions  of  lime-sulphur  solution  on  rust  mites.  _  41 

Efficiency  of  various  sulphur  compounds  for  rust-mite  control--  42 

Thoroughness  in  spraying  needed 46 

Time  to  spray 47 

Effect  of  rain  following  spraying  with  lime-sulphur  solution 47 

Injury  following  the  use  of  lime-sulphur  solution 48 

Dusting  with  sulphur  for  rust-mite  control 49 

Summary 54 

Literature  cited 55 

Technical  Bulletin    No.    177. — Commercial   Irrigation   Companies 
(Wells  A.  Hutchins): 

Introduction 1 

Conclusions  as  to  present  usefulness  of  commercial  companies 2 

As  a  means  of  irrigation  development 2 

As  a  permanent  irrigation-utility  investment 3 

As  a  means  of  best  serving  the  interests  of  water  users 4 

Classification  of  commercial  companies 5 

Construction  or  development  companies 5 

Private-contract  companies 5 

Public-utility  companies 6 

Contribution  of  commercial  enterprises  to  irrigation  development —  6 
Why  commercial-company  investments  have  been  generally  unprofit- 
able   6 

Construction  or  development  companies 7 

Private-contract  companies 8 

Public-utility  companies 9 

1 


Z  CONTENTS 

Technical  Bulletin  Xo.  177 — Continued.  l*age 

Internal  features  of  commercial  companies 1 15 

Character  of  organization •  15 

Securities 15 

Water  rights 16 

Qualifications  of  consumers 17 

Rights  of  consumers  upon  transfer  of  utility  properties 18 

Water  charges  and  collections 18 

Management 22 

Public  regulation  of  irrigation  utilities 23 

Power  of  State  to  regulate 23 

Companies  subject  to  regulation 23 

Regulating  agencies 25 

Proceedings 25 

Rates 25 

Service 31 

Security  issues  and  construction 33 

Accounting 34 

What  public  regulation  has  accompMshed 34 

Appendix 36 

Literature  cited 39 

Technical  Bulletin  No.  178. — Properties  of  Soils  which  Influence 
Soil  Erosion  (H.  E.  Middleton): 

Introduction 1 

Outline  of  investigation 2 

Experimental  work 2 

First  group 3 

Second  group 7 

Third  group . 11 

Discussion 13 

Summary 15 

Literature  cited 15 

Technical   Bulletin   No.    179. — Cooperative    Marketing   of  Fluid 
Milk  (Hutzel  Metzger): 

Introduction 1 

Development  of  milk-marketing  associations 2 

Cooperatives  of  the  Philadelphia  milk  shed 4 

Development  in  the  New  York  milk  shed 6 

Development  in  other  sections 8 

Chicago  milk  producers' strike 11 

Other  strikes  follow 11 

Influence  of  United  States  Food  Administration 13 

Legality  of  associations  questioned 13 

The  Capper-Volstead  Act 14 

Present  status  of  fluid-milk  cooperatives 15 

Types  of  associations 17 

Bargaining  associations 17 

Operating  or  marketing  associations 20 

Organizations  of  milk-marketing  association 21 

Pooling  practices 22 

Financing  milk  cooperatives 23 

Sources  of  capital  for  current  operating  expenses 24 

Seasonal  variation  and  production  control  plans 29 

The  basic  surplus  plan 31 

The  contract  plan 38 

The  plans  compared 45 

Price  policies  and  plans 46 

Price  methods  of  some  individual  cooperative  associations 51 

Some  representative  associations 60 

Dairymen's  League  Cooperative  Association  (Inc.) 60 

Maryland  State  Diarymen's  Association 63 

The  Inter-State  Milk  Producers'  Association 69 

Connecticut  Milk  Producers'  Association 73 

The  Dairymen's  Cooperative  Sales  Co 75 

Cooperative  Pure  Milk  Association 79 

Twin  City  Milk  Producers  Association 81 

-  California  Milk  Producers  Association 84 

National  Cooperative  Milk  Producers  Federation 86 

Appendix * 88 


CONTENTS  6 

Technical    Bulletin    No.    180. — Origin    and    Distribution    of   the 

Commercial  Strawberry  Crop  (J.  W.  Strowbridge) :  i*a«» 

Introduction i 1 

Commercial  position  of  the  crop 4 

Growth  of  the  industry 5 

Areas  of  production 5 

Yield  per  acre 9 

Production 11 

Trend  of  acreages 12 

Production  and  shipments 14 

Crop-movement  period 16 

Varieties  of  strawberries 22 

Review  of  the  strawberry  industry  by  States,  1920  to  1926,  inclusive.  24 

Approximate  distribution  from  five  important  districts 53 

Carload  unloads  at  50  markets 63 

Origin  of  the  carload  strawberry  supply  of  69  markets 68 

Cost  per  quart  for  transportation  of  strawberries 101 

Conclusions » 104 

Technical  Bulletin  No.  181. — Clubroot  of  Crucifers  (F.  L. 
Wellman) : 

Introduction 1 

Early  history,  importance,  and  geographical  distribution  of  clubroot.  2 

Certain  phases  of  the  life  history  of  the  causal  organism 3 

Spore  germination 4 

Comparison  of  temperature  ranges   of  spore  germination  and 

disease  development 8 

Soil  moisture  and  the  infection  period 9 

Soil  reaction  in  relation  to  clubroot 11 

Review  of  literature 11 

Methods  used  in  determining  soil  reaction 13 

Results  of  survey  of  infested  soils 14 

Influence  of  addition  of  various  chemicals  to  the  soil 15 

Liming  for  control  of  clubroot 17 

Previous  investigations ^ 17 

Greenhouse  pot  tests 19 

Field  experiments 20 

Discussion  of  control  studies 25 

Summary 27 

Literature  cited 28 

Technical  Bulletin  No.  182. — Factors  Affecting  the  Mechanical 
Application  of  Fertilizers  to  the  Soil  (Arnon  L.  Mehring  and 
Glenn  A.  Cumings) : 

Introduction 1 

Early  mechanical  distributors 2 

Purpose  of  the  investigation 5 

Preliminary  work 5 

Description  of  experimental  apparatus,  materials,  and  methods 8 

Air-conditioning  plant 8 

Fertilizers  and  distributors  selected 11 

Experimental  methods 15 

Factors  affecting  the  drillability  of  fertilizers 17 

Weather 17 

Hygroscopicity 22 

State  of  subdivision 24 

Heterogeneity 32 

Specific  gravity 33 

Friction  between  particles 35 

Conditioners 40 

Distributors,  their  construction  and  operation 42 

Types  of  distributors 42 

Types  of  fertilizers  used  in  the  study  of  distributors 42 

Experimental  procedure 44 

Distributor  No.  1,  grain-drill  attachment 47 

Distributor  No.  2,  grain-drill  attachment 51 

Distributor  No.  3,  potato-planter  attachment 54 

Distributor  No.  4,  potato-planter  attachment 56 

Distributor  No.  5,  potato-planter  attachment 58 


4  CONTENTS 

Technical  Bulletin  No.   182 — Continued. 

Distributors,  their  construction  and  operation — Continued.  J*»ge 

Distributor  No.  6,  corn-planter  attachment 60 

Distributor  No.  7,  broadcast  or  3-ro\v  distributor 62 

Distributor  No.  8,  single-row  distributor 63 

Distributor  No.  9,  single-row  distributor 66 

Distributor  No.  10,  single-row  distributor 67 

European  types  of  distributors 70 

Factors  affecting  the  operation  of  distributors 72 

Depth  of  fertilizer  in  the  hopper 72 

Inclination  of  distributor 75 

Variation  in  distributing  units 77 

Unrestricted  flow  of  fertilizer  through  the  distributing  mechanism  80 

Use  of  agitators 81 

Feed-wheel  speed 82 

Positive  action  of  the  distributing  mechanism 83 

Uniformity  of  distribution 84 

General  results  and  recommendations 87 

Conclusions 93 

Literature  cited 94 

Technical  Bulletin  No.  183. — Life  History  of  the  Oriental  Peach 
Moth  at  Riverton,  N.  J.,  in  Relation  to  Temperature  (Alvah 
Peterson  and  G.J.  Haeussler) : 

Introduction 1 

Explanation  of  terms 1 

Methods  and  equipment 2 

Insectary  and  orchard  compared 8 

Life  history  of  the  oriental  peach  moth 9 

General  discussion 9 

The  egg 10 

The  larva __.. 14 

The  cocoon 1 17 

The  pupa 21 

The  adult 22 

The  life  cycle 25 

Generations  per  season 26 

Temperature  and  effective  daj'  degrees 1 27 

Summary 35 

Literature  cited 37 

Technical  Bulletin  No.  184. — Erosion  and  Silting  of  Dredged 
Drainage  Ditches  (G.  E.  Ramser) : 

Introduction 1 

Relation  of  velocity  to  erosion  and  silting 2 

Velocity  due  to  three  factors 4 

Conditions  affecting  erosion  and  silting  in  a  channel 5 

Vegetation 5 

Caving  and  sloughing  banks 6 

Backwater 7 

Variation  in  water  stages 8 

Enlargement  of  cross  section 8 

Silt  charge  in  streams 9 

Variation  in  fall  of  channels 9 

Volume  of  run-off  water 10 

Effects  of  erosion  and  silting  on  the  discharge  capacity  of  a  channel.  _  10 

Field  measurements 11 

Computations 11 

Tabulated  results 12 

Description  of  channels 16 

Streams  in  Lee  County,  Miss 16 

Streams  in  Bolivar  County,  Miss 21 

Streams  in  western  Tennessee 29 

Streams  in  western  Iowa 41 

Application  of  results 49 


CONTENTS  O 

Technical    Bulletin    No.    185. — Irrigation    Requirements   of   the 
Arid  and  Semiarid  Lands  of  the  Southwest  (Samuel  Fortier  and 

Arthur  A.  Young) :  Page 

Introduction 1 

The  Southwest 2 

Soils  of  the  larger  irrigated  areas 3 

Climatic  conditions 5 

Water  resources 11 

Agricultural  resources 15 

Irrigation  practice 17 

Crops  grown  under  irrigation 19 

Relation  of  water  applied  to  crop  yield 20 

Water  requirement  of  crops 22 

Sorghums 22 

Cotton 25 

Alfalfa 26 

Rhodes  grass 26 

Corn 27 

Vegetables 28 

Summary  of  water  requirements  of  leading  corps 28 

Conditions  influencing  the  quantity  of  water  required  for  irrigation. _  29 

Physical  conditions 29 

Character  of  equipment,  etc 30 

Conditions  relating  to  farm  management 30 

Economic  phases 30 

Duty  of  water  as  affected  by  State,  community,  and  corporate  re- 
gulations    31 

Statutes  and  court  decisions 31 

Community  regulations  and  contracts 32 

Arid-land  reclamation  and  monthly  and  seasonal    irrigation    require- 
ments    34 

Appendix 37 

Use  of  water  on  crops  in  the  Southwest,  irrigation  water  applied, 
rainfall,   and  crop  yields  in   Colorado,   California,   Arizona,   New 

Mexico,  Texas,  and  Oklahoma 37 

Technical    Bulletin    No.    186. — The    Bacterial    Blight    of   Beans 
Caused  by  Bacterium  Phaseoli  (W.  J.  Zaumeyer) : 

Introduction 1 

History  of  thfe  disease 2 

Host  plants 3 

Distribution  and  economic  importance 4 

Symptoms 5 

Moisture  as  a  factor  influencing  infection 6 

Transmission  of  bacterial  blight 9 

Seed  transmission   9 

Overwintering  on  bean  straw 10 

Insect  transmission 11 

Dew  as  a  factor  in  dissemination 11 

Other  evironmental  factors  aflecting  dissemination 11 

The  presoaking  of  seed  as  a  factor  in  dissemination 13 

Relation  of  parasite  to  host 13 

Materials  and  methods 13 

Relation  of  parasite  to  leaf  tissue 14 

Relation  of  parasite  to  stem  tissue 16 

Cell-wall  disintegration  through  bacterial  action 21 

Relation  of  the  parasite  to  pods  and  seeds 23 

Penetration  of  bacteria  into  the  cotyledon 27 

Varietal  resistance , 30 

Methods 30 

Varietal  tests 32 

Summary 33 

Literat ure  cited '  34 


6  CONTENTS 

Technical  Bulletin  No.  187. — Ventilation  op  Farm  Babns  (M.  A.  R. 

Kelley) :  ^aK« 

Introduction 1 

Character  of  tests 2 

Description  of  instruments 3 

Explanation  of  terms 3 

Correlation  of  variable  factors 4 

Summary 5 

Animal  heat  a  primary  factor  in  ventilation 6 

Food,  the  source  of  animal  heat 7 

Heat  losses 7 

Effect  of  thermal  environment 8 

Comparison  of  heat  production  of  horses  and  cows 9 

Carbon  dioxide  in  ventilation 12 

Composition  of  pure  air 13 

Weight  of  air 14 

Composition  of  expired  air 14 

Production  of  carbon  dioxide  in  the  stable 14 

Composition  of  barn  air 15 

Moisture  in  ventilation 17 

Production  of  moisture 17 

Moisture  content  of  air 17 

Causes  of  damp  walls 18 

Effect  on  animal  life 18 

Effect  on  structures 19 

Climatic  conditions  affecting  construction " 20 

Length  of  stabling  season 21 

Volume  of  air  space  per  head  of  stock 22 

Wall  construction  and  insulation 26 

Function  of  insulation 27 

Selection  of  materials 27 

Air-tightness 29 

Amount  of  insulation 29 

Storm  sash  and  vestibules 31 

Representative  test 32 

Description  of  physical  conditions 32 

Description  of  test 33 

Comparison  of  ceiling  and  floor  outlets 37 

Drip  and  condensation • 39 

Wind  effects 40 

Heat  balance 41 

Factors  affecting  operation  of  ventilation  system 42 

Maintenance  of  stable  temperature 42 

Effect  of  changes  in  intakes  and  outtakes 44 

Ceiling  and  floor  outtakes 46 

Effects  of  outside  temperatures ^ 48 

Stable  humidity 50 

Factors  affecting  efficiency  of  system 53 

Height  and  construction  of  flue 53 

Effect  of  open  ventilator  base 56 

Windows  as  intakes 56 

Back  drafting 59 

Effect  of  wind  on  flue  velocity 60 

Furnace  registers 61 

Automatic  intakes 61 

Ha}^  chutes 62 

Determination  of  flue  sizes 63 

Consideration  of  basic  factors 63 

Development  of  formula 64 

Literature  cited 72 

Technical  Bulletin  No.  188. — Life  History  of  the  Plum  Curculio 
IN  the  Georgia  Peach  Belt  (Oliver  I.  Snapp) : 

Introduction 1 

The  Georgia  peach  belt  and  its  climate 2 

Methods  and  equipment 3 

Studies  of  oviposition 3 

Studies  of  incubation 3 

Studies  of  the  larval  period 3 


CONTENTS  7 

Technical  Bulletin  No.  188 — Continued. 

Methods  and  equipment— Continued.  Page 

Larvae  from  peach  drops 3 

Studies  of  pupation ..  4 

Emergence  of  adults 4 

Studies  of  parasites 4 

Studies  of  hibernation 4 

Results  of  jarring 5 

Studies  of  longevity 5 

Feeding  tests 5 

The  insectary 6 

Weather  records 6 

Life  history  and  habits  of  the  plum  curculio,  as  observed  from  1921  to 

1924,  inclusive 6 

The  egg 7 

The  larva 27 

The  larva,  pupa,  and  adult  in  the  soil 37 

The  adult 45 

Time  required  for  transformation  from  egg  to  adult 58 

Occurrence   of   beetles   in   orchards   throughout   the   seasons   of 

1921  to  1924,  inclusive 60 

Relation  of  temperature  to  appearance  of  plum  curculios  from 

hibernation 70 

The  relation  of  moisture  and  temperature  to  the  development 

of  the  curculio 73 

Parasites  of  the  plum  curculio  in  Georgia 77 

Feeding  tests  with  lead  arsenate 80 

Conotrachelus  anaglypiicus  as  a  peach  pest 88 

Summary 90 

Technical   Bulletin    No.    189. — Experiments    on   the    Control    of 
Tomato  Yellows  (Michael  Shapovalov  and  F.  Sidney  Beecher) : 

Introduction 1 

Alteration  of  the  environment 2 

Reduced  sunlight 3 

Shading  with  tall-growing  plants 4 

Shading  with  muslin  tents 6 

Shading  with  low  and  densely  growing  plants 7 

Spraying  and  dusting 9 

Soil  management 10 

Irrigation  and  fertilization 11 

Soil  dryness  and  preirrigation 13 

Green  manuring 13 

Green  manure  with  lime  and  fertilizers 14 

Time  of  planting 16 

Methods  of  handling  seedlings 17 

Development  of  resistant  varieties 19 

Summary  and  conclusions 20 

Literature  cited 21 

Technical  Bulletin  No.  19  \ — A  Study  of  the  Lesser  Migratory 
Grasshopper  (R.  L.  Shotwell) : 

Introduction 1 

History  and  synonymy 1 

Geographical  range 3 

Variation 3 

Habitat 5 

Economic  importance 6 

Life  historv 8 

The  egg 8 

The  nymphal  stages 10 

The  adult 21 

Reproduction 21 

Seasonal  history 23 

Migratory  habits 23 

Nymphal  migrations 23 

Migrations  of  adults 26 

Feeding 26 

Enemies 27 


8  CONTENTS 

Technical  Bulletin  No.  190 — Continued.  Page 

Economic  bearing  of  the  information  obtained 22 

Control  measures 30 

Summary 31 

Literature  cited 39 

Technical  Bulletin  No.  191. — The  Production,  Extraction,  and 
Germination  of  Lodgepole  Pine  Seed  (C.  G.  Bates): 

Introduction J 1 

Character  of  lodgepole  pine  cones  and  seeds 3 

Relation  of  fire  to  lodgepole  pine  distribution 3 

Soil  preferences 4 

The  cones 5 

The  seeds 6 

Seed  production  of  lodgepole  pine 7 

Description  of  the  experiment 7 

Comparison  of  the  Medicine  Bow  and  Gunnison  stands 8 

Amount  of  seed  produced 9 

Seed  collecting  and  extracting 20 

Cone  collecting 20 

Cone  storage 21 

Seed  extracting 21 

The  loss  of  water  by  cones 26 

The  relative  importance  of  temperatures  in  opening  cones 31 

Effect  of  various  treatments  on  quantity  and  quality  of  seed 33 

The  economy  of  storage  and  air  drying 50 

Germination  of  lodgepole  pine  seed 57 

The  method  of  germination  tests 57 

Characteristics  of  greenhouse  germination 70 

Studies  of  field  and  nursery  germination 73 

Summary 79 

Production 79 

Extraction 80 

Germination 83 

Appendix 85 

A  model  seed-extracting  plant  for  lodgepole  pine  cones 85 

A  mechanical  kiln 89 

Cone-drying  sheds 89 

Literature  cited 91 

Technical  Bulletin  No.  192. — Wintering  Steers  in  the  North 
Central  Great  Plains  Section   (W.  H.  Black  and  O.  R.  Mathews): 

The  section  and  its  problems 1 

Objects  of  the  experiments 2 

Plan  of  work  and  steers  used 2 

Feeds  used 3 

Summer  pastures 5 

Weather  conditions  during  the  experiments 5 

Experiment  1,  1923-24 6 

Experiment  2,  1924-25 •_ 7 

Experiment  3,  1925-26 8 

Experiment  4,  1926-27 9 

Experiment  5,  1927-28 10 

Average  of  the  five  experiments 11 

Summary  and  conclusions 12 

Technical  Bulletin  No.  193. — Experiments  on  the  Processing  and 
Storing  of  Deglet  Noor  Dates  in  California  (A.  F.  Sievers  and 
W.  R.  Barger) : 

Introduction 1 

The  Deglet  Noor  date  industry  in  California 2 

Methods  of  handling  the  crop 2 

Characteristics  of  Deglet  Noor  dates 3 

Experimental  work 4 

Methods  of  sampling  and  analysis 5 

Examination  of  fresh  dates 6 

Effect  of  processing  conditions 8 

Effect  of  slow  processing  on  general  conditions  of  fruit 11 


CONTENTS  9 

Technical  Bulletin  No.  193 — Continued. 

Experimental  work — Continued.  Page 

Experiments  on  storage 15 

Effect  of  pasteurization  and  freezing  on  keeping  quality 20 

Summary 22 

Literature  cited 23 

Technical  Bulletin  No.  194. — Economic  Status  of  Drainage  Dis- 
tricts IN  THE  South  in  1926  (Roger  D.  Marsden  and  R.  P.  Teele) : 

Introduction 1 

Purposes  of  the  investigation 2 

Drainage,  soils,  and  agriculture  in  the  districts 4 

St.  Francis  Basin,  Mo.  and  Ark 10 

Black  and  Cache  Rivers  area,  Missouri  and  Arkansas 12 

Southeastern  Arkansas 14 

Yazoo  Basin,  Miss 15 

Louisiana 17 

Eastern  North  Carolina 20 

Southern  North  Carolina 21 

South  Carolina 22 

St.  Johns  Basin,  Fla 23 

Central  Florida 24 

West  coast  area,  Florida 25 

Indian  River  area,  Florida 26 

Lower  east  coast  area,  Plorida 27 

Rate  and  degree  of  land  development 27 

Sale  and  settlement  of  the  land 29 

Missouri,  Arkansas,  and  Mississippi 29 

Louisiana 30 

North  Carolina  and  South  Carolina 31 

Florida 32 

Conditions  influencing  land  settlement 32 

Location 33 

Soils  and  crops 34 

.  Community  development 34 

Land-sales  policies 35 

Land  prices 36 

Cost  of  the  drainage  districts 36 

Financial  status  of  the  districts 40 

Indebtedness 40 

Drainage  and  other  taxes 42 

Delinquent  taxes 45 

Means  of  increasing  revenues 46 

Conclusions 47 

Technical  Bulletin  No.  195. — Control  of  the  Mountain  Pine 
Beetle  in  Lodgepole  Pine  by  the  Use  of  Solar  Heat  (J.  E. 
Patterson) : 

Introduction 1 

Previous  investigations 2 

The  method 4 

How  the  insects  are  killed 4 

Technic  of  application 4 

Experimental  procedure 5 

Experimental  data 5 

Discussion  of  the  data 11 

Practical  application  in  the  Crater  Lake  Park  project 16 

Physical  conditions  on  the  project  area 16 

Application  of  the  method 16 

Comparison  of  the  solar-heat  treatment  with  the  burning  method 18 

Summary 19 

Technical  Bulletin  No.  196. — The  Canning  Quality  of  Certain 
Commercially  Important  Eastern  Peaches  (Charles  W.  Culpepper 
and  Joseph  S.  Caldwell) : 

Introduction 1 

Review  of  literature 3 

Plan  of  work 5 

Source  of  material 6 


10  CONTENTS 

Technical  Bulletin  No.  196 — Continued.  Pa«e 

Chemical  and  physical  studies 6 

Methods  of  analysis 7 

Results  of  analyses 8 

Pressure  tests 13 

Changes  occurring  in  storage 15 

Canning  tests 26 

Methods  employed  in  the  canning  experiments 26 

Points  considered  in  comparing  the  canned  products 26 

Relation  of  maturity  to  canning  quality 27 

Conparison  of  varieties 31 

Canning  after  storage 33 

Cold  storage  as  an  adjunct  to  canning 34 

Selection  and  handling  of  material  for  canning 34 

Stage  of  maturity  for  canning 35 

Harvesting  the  fruit 36 

Grading  the  fruit 38 

Pitting  the  fruit 38 

Lve  peeling 38 

Packing 39 

Strength  of  sirup 39 

Siruping  and  exhausting 39 

Processing 40 

Cooling  the  cans 40 

Some  factors  determining  the  success  of  a  canning  enterprise 41 

Development  of  a  southeastern  peach-canning  industry 42 

Summary 43 

Literature  cited 45 

Technical  Bulletin  No.  197. — Milling  and  Baking  Qualities  of 
World  Wheats  (D.  A.  Coleman,  Owen  L.  Dawson,  Alfred  Christie, 
H.  B.  Dixon,  H.  C.  Fellows,  J.  F.  Hayes,  Elwood  Hoffecker,  J.  H. 
ShoUenberger  and  W.  K.  Marshall) : 

Introduction 1 

Source  of  samples 6 

Factors  determining  the  milling  and  baking  quality  of  wheat 9 

Methods  of  analysis  used 11 

Grain  grading  methods 11 

Chemical  methods 12 

Milling  methods 12 

Baking  methods 16 

Method  of  presentation  of  data 19 

Milling  and  baking  qualities  of  North  American  wheats 20 

Canada 20 

Mexico 43 

United  States 44 

Milling  and  baking  qualities  of  South  American  wheats 78 

Argentina 78 

Chile 95 

Uruguay 97 

Milling  and  baking  qualities  of  European  wheats 99 

Belgium 99 

Bulgaria 103 

Czechoslovakia 107 

Denmark 109 

England 111 

Estonia 115 

Germany 118 

Greece- 1 ^ 123 

Hungarv 125 

Irelandl 127 

Italy 130 

Latvia 136 

Lithuania 139 

Netherlands 141 

Norwav 145 

Poland 148 

Russia  (Union  of  Socialist  Soviet  Republics) 151 


CONTENTS  11 

Technical  Bulletin  No.  197 — Continued. 

Milling  and  baking  qualities  of  European  wheats — Continued.  Page 

Scotland 158 

Spain  and  Portugal 161 

Sweden 166 

Switzerland 170 

Milling  and  baking  qualities  of  wheats  grown  in  Africa 174 

Egypt 174 

Morocco 177 

Tunis 179 

Union  of  South  Africa 182 

Milling  and  baking  qualities  of  Asiatic  wheats 187 

India 187 

Iraq 194 

Japan 197 

Palestine 201 

Other  Asiatic  countries 203 

Milling  and  baking  qualities  of  wheats  grown  in  Oceania 203 

Austraha 203 

New  Zealand 213 

Summary 216 

Literature  cited 223 

Technical  Bulletin  No.  198. — Relative  Insecticidal  Value  of  Com- 
mercial Grades  of  Pyrethrum  (C.  C.  McDonnell,  W.  S.  Abbott, 
W.  M.  Davidson,  G.  L.  Keenan,  and  O.  A.  Nelson) : 

Results  of  previous  experiments 1 

Tests  of  powders  against  insects 2 

Materials  tested 2 

Tests  of  effectiveness 4 

Conclusions S 

Literature  cited 9 

Technical  Bulletin  No.  199. — Trading  in  Corn  Futures  (G. 
Wright  Hoffman) : 

Introduction 1 

Importance  of  corn  futures 2 

Future  trading  in  corn  on  the  Chicago  Board  of  Trade 5 

Corn  supplies  and  prices  in  recent  years 10 

An  implied  assumption 10 

Fundamental  factors  affecting  corn  prices 10 

Corn   futures:  Volume   of   trading,   open   commitments,   and  prices 

compared 12 

Volume  of  trading  compared  with  range  in  price 13 

Open  commitments  compared  with  price 15 

Deliveries  and  deliverable  supplies  in  their  relation  to  prices 16 

Volume  of  deliveries  of  corn  and  other  grains 16 

Volume  of  deliveries  of  corn  compared  to  volume  of  future  trading.  17 

Variations  in  the  volume  of  deliveries  within  the  delivery  month.  _  18 

Relative  price  changes  resulting  from  the  delivery  situation 18 

Deliverable  supplies  compared  to  price ^ 20 

Transactions  of  special  groups  of  traders  in  their  relation  to  prices —  22 

Description  of  special  accounts 22 

Small  and  medium  sized  speculative  traders 23 

The  market  position  of  three  groups  of  traders,  by  weeks 23 

The  market  position  of  three   groups  of  traders  compared  to 

prices,  by  days 26 

The  importance  of  outstanding  speculative  accounts 29 

Standards  used 30 

Combined  position  of  leading  speculative  lines 1 32 

Large  net  trades  compared  with  net  price  changes 33 

Summary 37 

Appendix 40 

Technical  Bulletin  No.  200. — Irrigation  Requirements  of  the 
Arid  and  Semiarid  Lands  of  the  Columbia  River  Basin  (Samuel 
Fortier  and  Arthur  A.  Young): 

Introduction 1 

The  Columbia  River  Basin 2 

Soils  of  the  Columbia  River  Basin 4 


12  CONTENTS 

Technical  Bulletin  No.  200 — Continued.^  Page 

Climatic  conditions 6 

Water  resources 7 

Agricultural  resources 12 

Forests 13 

Cut-over  and  burned-over  lands 13 

Swamp  and  overflowed  lands 14 

Native-grass  lands 14 

Dry-farmed  and  nonirrigated  lands 15 

Irrigated  lands 16 

Irrigation  practice 17 

Irrigation  development- ._ 17 

Delivery  systems 19 

Relation  of  water  applied  to  crop  yield 20 

Water  requirement  of  crops 20 

Potatoes 20 

Wheat  and  other  small  grain 22 

Alfalfa 23 

Trees 23 

Conditions  influencing  the  quantity  of  irrigation  water  required 25 

Physical  conditions 26 

Farm  management 26 

Economic  conditions 27 

Results  of  investigations 27 

Character  of  works 28 

State,  community,  and  corporate  regulations 28 

Land  reclamation  and  the  monthly  and  seasonal  irrigation  require- 
ments    31 

Appendix 34 

Literature  cited 54 


Technical  Bulletin  No.  200 


October,  1930 


IRRIGATION  REQUIREMENTS 

OF  THE  ARID 

AND  SEMIARID  LANDS 

OF  THE 
COLUMBIA  RIVER  BASIN 


BY 

SAMUEL  FORTIER 

Principal  Irrigation  Engineer 
and 

ARTHUR  A.  YOUNG 

Assistant  Irrigation  Engineer,  Division  of  Agricultural  Engineering 
Bureau  of  Public  Roads 


United  States  Department  of  Agriculture,  Washington,  D.  C. 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  C.      --------       Price  IS  cents 


Technical  Bulletin  No.  200 


October,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


IRRIGATION    REQUIREMENTS    OF    THE 

ARID  AND  SEMIARID  LANDS  OF 

THE  COLUMBIA  RIVER  BASIN 

By  Samuel  Fortier,  Principal  Irrigation  Engineer,  and  Arthur  A.  Young, 
Assistant  Irrigation  Engineer,  Division  of  Agricultural  Engineering,  Bureau  of 
Public  Roads 


CONTENTS 


Page 

Introduction.-. 1 

The  Columbia  River  Basin 2 

Soils  of  the  Columbia  River  Basin 4 

Climatic  conditions 6 

Water  resources 7 

Agricultural  resources 12 

Forests 13 

Cut-over  and  burned-over  lands 13 

Swamp  and  overflowed  lands 14 

Native-grass  lands 14 

Dry-farmed  and  nonirrigated  lands 15 

Irrigated  lands 16 

Irrigation  practice 17 

Irrigation  development.. 17 

Delivery  systems 19 

Relation  of  water  applied  to  crop  yield 20 


Page 

Water  requirement  of  crops 20 

Potatoes 20 

Wheat  and  other  small  grain 22 

Alfalfa 23 

Trees 23 

Conditions  influencing  the  quantity  of  irriga- 
tion water  required 25 

Physical  conditions 26 

Farm  management 26 

Economic  conditions 27 

Results  of  investigations 27 

Character  of  works 28 

State,  community,  and  corporate  regula- 
tions   28 

Land  reclamation  and  the  monthly  and  seasonal 

irrigation  requirements 31 

Appendix 34 

Literature  cited 54 


INTRODUCTION 

This  bulletin,  one  of  a  series  on  the  irrigation  requirements  of  the 
arid  and  semiarid  lands  of  the  Western  States,  deals  with  that  portion 
of  the  Northwest  which  is  drained  by  the  Columbia  Kiver  and  its 
tributaries.  The  irrigation  development  of  the  Columbia  River  Basin 
has  been  in  progress  for  about  50  years  and  has  resulted  in  the  reclama- 
tion of  some  4,000,000  acres  of  desert  lands,  the  greater  part  of  which 
is  in  southern  Idaho.  It  was  from  the  latter  section  that  most  of  the 
statistical  data  herein  given  were  obtained.  In  1909  the  need  for 
reliable  information  concerning  the  irrigation  requirements  of  the  arid 
lands  of  Idaho  and  the  water  requirements  of  their  crops  was  keenly 
felt  by  farmers,  irrigation  engineers,  and  water  administrators.  To 
obtain  it  a  cooperative  agreement  was  entered  into  between  the  Idaho 
State  Board  of  Land  Commissioners  and  the  United  States  Depart- 
ment of  Agriculture.^ 

1  The  irrigation  work  of  the  United  States  Department  of  Agriculture  was  originally  conducted  under  the 
supervision  of  the  ofTice  of  experiment  stations  and  designated  Irrigation  Investigations.  Later,  under  a 
reorganization  of  the  department,  this  and  other  agricultural-engineering  activities  were  grouped  in  a 
division  of  agricultural  engineering  and  made  a  part  of  the  Bureau  of  Public  Roads. 

116327°-30 1 


2         TECHNICAL   BULLETIN    200,    U.    S.    DEPT.    OF  AGRICULTURE 

This  agreement  provided  for  investigations  covering  duty  of  water, 
seepage  losses  from  canals,  irrigation  practice,  and  other  phases  of 
applied  irrigation.  The  cooperation  was  continued  for  four  consecu- 
tive years,  with  Don  H.  Bark,  of  the  Bureau  of  Public  Roads,  in  charge 
locally  and  the  senior  author  in  general  charge,  and  was  enlarged  from 
time  to  time  so  as  to  include  informally  the  director  of  the  Idaho 
Agricultural  Experiment  Station,  the  local  officials  of  the  Bureau  of 
Reclamation,  irrigation  companies,  and  individual  farmers. 

In  November,  1913,  a  cooperative  agreement  was  entered  into 
between  the  Bureau  of  Public  Roads  and  the  board  of  county  com- 
missioners of  Twin  Falls  County,  Idaho,  the  Southside  Twin  Falls 
Canal  Co.,  and  the  Twin  Falls  Commercial  Club,  to  provide  for 
controUed-irrigation  experiments  in  the  proper  use  of  water  on  crops 
and  the  time  and  frequency  of  water  applications.  A  tract  of  20 
acres  of  raw  land  Iji  miles  east  of  Twin  Falls  was  used  until  the  close 
of  1916,  when  the  station  was  abandoned  largely  because  waste 
water  had  accumulated  on  the  lava  bedrock  and  interfered  with  the 
proper  control  of  soil  moisture.  For  results  obtained  in  Idaho  since 
1916,  credit  is  mainly  due  to  the  Idaho  Agricultural  Experiment 
Station. 

The  statistical  data  for  Oregon  and  Washington  w^ere  obtained 
either  by  cooperation  with  their  State  experiment  stations  or  through 
investigations  conducted  by  them  independently. 

The  Department  of  Agriculture  of  the  Dominion  of  Canada  estab- 
lished an  experimental  station  at  Summerland,  British  Columbia, 
which  is  in  the  Columbia  River  Basin  and  represents  agricultural 
conditions  similar  to  those  of  Washington.  Some  of  the  results  of  its 
experimentation  relating  to  water  requirements  have  been  supplied 
by  the  station  superintendent  and  are  summarized  in  the  Appendix. 

The  irrigation  requirement  of  arable  land  is  defined  as  the  quantity 
of  irrigation  water  required  for  profitable  crop  production  under 
normal  climatic  and  physical  conditions.  The  water  requirement  of 
crops  is  the  total  quantity  of  water,  regardless  of  its  source,  required 
by  crops  for  their  normal  grow^th  under  field  conditions. 

The  water  requirement  is  applicable  to  individual  crops  grown  on 
relatively  small  tracts  and  includes  soil  moisture  and  rainfall  in 
addition  to  the  irrigation  requirement.  Both  requirements  are  meas- 
ured in  acre-feet  of  water  per  acre. 

The  design  and  construction  of  irrigation  systems  usually  involve 
consideration  of  one  of  two  sets  of  conditions.  Under  the  first  set  of 
conditions,  the  area  to  be  irrigated  has  been  determined,  and  the 
water  supply  is  ample;  under  the  other  set,  the  water  supply  is  limited, 
and  the  area  w  hich  may  be  irrigated  is  restricted  only  by  the  available 
water.  In  both  cases  the  basic  quantity  of  water  to  be  considered  by 
the  engineer  consists  of  the  irrigation  requirement,  the  transmission 
loss,  and  other  canal  losses. 

THE  COLUMBIA  RIVER  BASIN 

The  Colimabia  River  Basin  comprises  a  major  portion  of  Oregon, 
Washington,  and  Idaho,  and  a  minor  portion  of  Montana,  Wyoming, 
Nevada,  and  Utah,  besides  a  part  of  British  Columbia.  (Fig.  1.)  It 
extends  from  the  Pacific  coast  to  the  Teton  Mountains  in  Wyoming 
and  from  the  upper  extremity  of  the  Windermere  Valley  in  British 
Columbia  to  the  northern  boundary  of  the  Great  Basin  in  Nevada. 


DOM  INION 


OF 


mm 


nest 
akei 


J'endL 
Lake 


\R  D'AI 
•oeiirD'A 


NEVADA    • 


Figure  1.— Map  of  the  Columbia  River  Basin  in  the  United  States,  showing  the  various  duty  of  ^ 


CANADA 


•4000^1 

TWIN  FALt 


WDlTTG^^^   P. 
R.    R. 


•^  utah\  •. 


Lake 


'irious  duty  of  water  divisions  (bounded  by  dotted  lines)  and  the  net  requirement  of  each 

116327°— 30.     (Face  p.  2.) 


IRRIGATION   REQUIREMENTS   OF   COLUMBIA   RIVER  BASIN  3 

Geologically  the  basin  is  new  as  compared  with  the  rock  formations 
of  the  Appalachian  Mountains  or  those  of  the  Mississippi  River 
drainage  area.  As  late  as  Tertiary  times  the  Cascade  Range  did  not 
exist,  though  now  it  extends  650  miles,  from  the  Canadian  boundary  to 
the  vicinity  of  Mount  Shasta  in  California.  Instead,  lowlands,  shallow 
estuaries,  and  lakes  extended  from  the  coast  to  the  sandstone,  shale, 
and  limestone  formations  of  the  Belt  series,  which  constitute  the  chief 
part  of  the  northern  Rocky  Mountains.  Then  the  climate  was  warm 
and  moist — not  unlike  that  of  the  Florida  Everglades — as  is  evi- 
denced by  the  fossil  remains  of  magnolias,  figs,  palms,  and  hundreds 
of  other  species  of  trees,  shrubs,  and  ferns  which  are  closely  allied  to 
similar  plants  growing  in  the  Everglades. 

The  ice  sheet  at  one  time  or  another  during  the  glacial  period 
extended  as  far  south  as  Missoula,  Mont.,  Pend  Oreille,  Idaho,  Spo- 
kane, Wash.,  and  far  southward  in  western  Washington.  The 
agricultural  development  of  the  present  era  has  been  made  possible 
by  (1)  the  filling  in  of  large  lakes  of  Tertiary  times  which  now  con- 
stitute the  most  fertile  farming  areas;  (2)  the  extensive  deposits  of 
basaltic  lava  and  volcanic  ash,  which  have  been  transported  by  winds 
and  formed  into  fertile  soils;  and  (3)  the  changes  brought  about  in 
relief,  stream  courses,  and  character  of  the  soil  by  glacial  action  and 
cUmatic  influences. 

In  climate,  topography,  and  other  physical  features,  the  basin 
exhibits  a  wide  diversity.  The  annual  precipitation  in  extreme  cases 
is  150  inches  near  the  coast  and  as  little  as  7  inches  on  parts  of  the 
arid,  treeless  plateau,  while  the  elevated  tablelands  and  mountains 
may  be  enveloped  in  deep  snow.  Extremes  in  temperatures  likewise 
may  vary  from  110°  F.  in  summer  to  —50°  in  winter  and  from  the 
rigors  of  a  far  northern  latitude  to  the  mildness  of  the  Pacific  coast. 
The  range  in  altitude  is  from  sea  level  to  tablelands  3,000  to  5,000 
feet  above  sea  level  and  their  surmounting  peaks  9,000  to  14,000  feet 
above  sea  level,  while  the  older  rock  formations  lie  buried  mostly 
beneath  thick  blankets  of  lava  or  glacial  drift  or  both. 

The  natural  vegetation  is  likewise  varied.  In  some  localities  giant 
conifers  tower  skyward,  in  others  sagebrush  covers  the  parched  earth, 
while  grass  strives  to  grow  wherever  a  blade  can  be  nourished.  Con- 
ditions pertaining  to  climate,  soils,  and  topography  have  fostered 
the  reproduction  and  growth  of  Douglas  fir  and  western  yellow  pine 
in  the  Cascades,  western  yellow  pine,  western  white  pine,  Douglas 
fir  and  larch  in  Idaho,  Douglas  fir  and  western  yellow  pine  in  western 
Montana,  and  lodgepole  pine  in  western  Wyoming.  Between  the 
Cascade  Range  on  the  west  and  the  Bitter  Root  and  Rocky  Moun- 
tains on  the  east,  sagebrush  is  the  predominant  type  of  vegetation, 
and  wheatgrass  and  bromegrass,  the  most  valuable  forage. 

The  drainage  area  of  the  Columbia  River  above  The  Dalles  is 
nearly  as  extensive  as  that  of  the  Colorado  River,  but  a  heavier  pre- 
cipitation and  lighter  evaporation  create  a  run-off  about  ten  times  as 
great.  If  it  were  feasible  to  control  and  utilize  all  surface  streams 
for  agricultural  and  other  purposes,  there  would  be  sufficient  water 
to  supply  the  needs  of  all  the  arable  land,  but  the  relationship  of 
stream  flow  and  arable  land  in  respect  to  location  and  elevation  is 
such  that  only  a  relatively  small  part  of  the  water  supply  can  be 
utilized  for  irrigation. 


4         TECHNICAL   BULLETIN    200,    XJ.    S.    DEPT.    OF   AGRICULTURE 

The  Columbia  River  system  comprises  26  principal  tributaries, 
and  some  of  the  tributary  basins  have  a  scanty  water  supply  with  an 
abundance  of  fertile  arable  land,  while  others  have  an  abundant 
water  supply  with  limited  opportunities  to  apply  it  to  agricultural 
uses.  Furthermore,  the  Columbia  River  has  cut  so  deep  a  channel 
throughout  a  part  of  its  course  that  diversion  of  its  flow  for  irrigation 
is  not  feasible.  Dams  several  hundred  feet  high  would  be  required 
to  raise  the  water  to  the  level  permitting  its  conveyance  through 
gravity  canals.  On  the  other  hand,  although  barred  from  obtaining 
more  than  a  small  proportion  of  the  water  supply  for  irrigation,  the 
people  of  the  Northwest  are  not  confronted  with  insurmoim table 
natural  obstacles  in  any  efforts  they  may  choose  to  make  in  utiUzing 
to  the  fullest  economic  extent  the  power  latent  in  waterfalls. 

A  vohmie  of  water  averaging  annually  151,000,000  acre-feet  passes 
The  Dalles,  and  future  diversion  of  water  for  irrigation  will  not  lessen 
the  discharge  in  any  marked  degree.  This  does  not  imply  that  the 
reclamation  of  arid  lands  above  The  Dalles  has  reached  its  maximum 
development,  but  rather  that  the  quantities  of  water  diverted  for 
such  purposes  in  the  future  will  be  small  as  compared  with  the  total 
discharge  of  the  river.  In  western  Montana,  southern  Idaho,  eastern 
Washington,  and  eastern  and  central  Oregon,  a  large  area  of  land  in 
the  aggregate  can  be  reclaimed  by  the  storage  of  flood  waters,  but 
such  storage  and  diversions  will  not  lessen  appreciably  the  flow  of  the 
main  river  or  impair  its  navigability.  One  reason  for  this  condition 
is  that  the  waters  of  such  tributaries  as  Salmon,  Clearwater,  and 
Spokane  can  be  used  only  to  a  small  extent  for  irrigation,  and  the 
combined  annual  discharge  of  these  three  streams  alone  is  20,000,000 
acre-feet,  or  more  than  sufficient  to  water  all  land  now  irrigated  in 
this  basin. 

SOILS  OF  THE  COLUMBIA  RIVER  BASIN  2 

The  Columbia  River  drainage  basin  includes  widely  contrasting 
and  diverse  soils.  Of  these,  only  a  few  dominant  regional  soil  groups 
can  here  be  noted. 

The  great  volcanic  plateau  or  Snake  River  plain  of  southern  Idaho 
supports  a  desert  vegetation  dominated  by  sagebrush.  It  is  deeply 
entrenched  by  stream  canyons  and  marked  by  a  barren,  rocky  lava 
bed  and  extinct  lava  and  cinder  cones  and  ridges.  Stream  valleys 
are  mainly  narrow  and  contain  but  minor  areas  of  recent  alluvial 
soils.  The  basaltic  rocks,  where  exposed,  are  slowly  weathered,  and 
the  fine  weathered  soil  material  where  accumulative  in  unsheltered 
localities  is  quickly  swept  away  by  winds.  These  soil  materials  are 
derived  in  the  main  from  accumulations  of  loessial  or  wind-borne 
deposits.  The  parent  wind-laid  materials  have  in  part  drifted  in 
from  areas  of  weathered  basaltic  soils  and  stream-laid  deposits  close 
at  hand,  but  they  include  foreign  materials  of  fine  texture  which  appear 
to  have  been  derived  from  volcanic  ash  and  from  distant  silty  deposits 
in  dessicated  beds  of  lakes  of  a  former  geologic  period.  They  have 
been  superimposed  over  a  variety  of  materials,  including  basaltic 
bedrock,  clays  and  silts  of  former  lake  beds,  and  gravels  and  alluvial 
deposits  of  earlier  river-laid  deposition.     The  surface  soils  are  friable, 

2  By  Macy  H.  Lapham,  senior  soil  scientist,LUnite(i  States  Bureau  of  Chemistry  and  Soils. 


IRRIGATION   REQUIREMENTS   OF   COLUMBIA   RIVER  BASIN  5 

easily  cleared  and  cultivated,  and  when  placed  under  irrigation  take 
water  readily  and  are  of  good  water-holding  capacity. 

Because  of  low  rainfall  the  soils  are  unleached  of  soluble  mineral 
plant  food,  and  the  subsoils  contain  accumulations  of  lime.  In  places 
this  is  excessive  and  has  led  to  cementation  of  subsoil  materials  and 
the  forming  of  a  hardpan  which  is  in  part  firmly  cemented  and  in 
part  fragment al  or  relatively  soft.  This  region  is  characterized  by 
immense  areas  of  uniform,  friable,  surface  soils  of  widely  varying 
depth  and  by  subsoils  and  underlying  materials  of  widely  divergent 
character.  These  variable  conditions  of  depth,  subsoil,  and  sub- 
drainage,  and  location  with  regard  to  feasible  water  supply  for  irri- 
gation, determine  the  economic  importance  of  the  soils. 

The  soils  of  northeastern  Oregon  and  central  and  southern  Wash- 
ington, which  include  the  Big  Bend,  Walla  Walla,  and  Palouse  areas, 
are  similar  in  general  conditions  of  texture,  profile,  topography,  and 
origin  to  those  of  the  Snake  River  plain.  However,  alluvial  soils  of 
the  stream  bottoms  are  more  extensively  developed,  and  in  the 
vicinity  of  the  larger  streams  there  are  extensive  areas  of  open,  porous, 
windblown  sand  of  hummocky  topography,  not  well  suited  to  irriga- 
tion. In  the  eastern  part  of  this  region  and  extending  to  the  foothills 
of  the  Blue  Mountains  and  into  northern  Idaho,  the  loessial  soils  are 
subject  to  higher  rainfall,  sagebrush  vegetation  gives  way  to  bunch 
grasses  and  short  prairie  grasses,  the  relief  becomes  more  hilly,  the 
surface  soils  are  of  darker  color  and  higher  organic-matter  content, 
and  lime  and  other  of  the  more  soluble  materials  are  leached  to  greater 
depth  or  removed  from  the  weathered  soil  material.  These  consti- 
tute the  great  dry-farm  wheat-producing  soils  of  the  Palouse  area. 

The  soils  of  northern  Idaho  and  northern  Washington  occur  under 
conditions  of  moderate  to  heavy  rainfall,  and  are  rather  sparsely  to 
heavily  timbered.  The  residual  soils  which  are  developed  on  sub- 
strata of  weathered  consolidated  rock  are  predominantly  shallow, 
stony,  and  of  rough  relief  and  limited  utilization.  The  arable  soils 
are  mainly  developed  on  weathered  glacial  ice-laid  and  glacial  out- 
wash  deposits,  and  on  cumulose  and  sedimentary  deposits  in  former 
glacial  lakes.  The  soils  derived  from  glacial  materials  are  pre- 
dominantly of  light-yellowish  or  light-brown  color  and  of  low  organic- 
matter  content  below  a  superficial  layer  of  forest  litter,  or  humus 
accumulation.  They  are  leached  of  lime  and  other  soluble  minerals  and 
are  characteristically  acid  in  reaction.  The  soils  derived  from  ice- 
laid  materials  are  frequently  stony  and  of  rough  relief,  but  are  mod- 
erately productive.  Those  derived  from  glacial  outwash  deposits 
occupy  old  stream  terraces  of  smooth  surface  which  are  more  easily 
cleared  and  cultivated.  However,  they  are  usually  underlain  by 
porous,  gravelly  and  sandy  subsoils  of  low  water-holding  capacity 
which  are  subject  to  drought,  and  irrigation  is  sometimes  necessary 
in  localities  of  moderately  heavy  annual  rainfall.  The  soils  derived 
from  glacial  lake  sediments  are  of  light  to  dark  color  depending  on 
drainage  and  native  vegetation  and  organic  matter  content.  They 
are  usually  retentive  of  moisture  during  periods  of  drought.  They 
are  probably  the  most  productive  of  the  glacial  soils  but  frequently 
require  drainage. 

The  soils  west  of  the  Cascade  Mountains  and  south  of  the  limits 
©f  glaciation  cover  southwestern  Washington  and  the  extensive 
Willamette  Valley  and  adjacent  drainage  slopes  in  Oregon.     They 


b         TECHNICAL   BULLETIN    200,    U.    S.    DEPT.    OF   AGRICtTLTtJRE 

include  areas  of  deep,  friable,  recent  alluvial  soils  occupying  bottoms 
of  the  streams,  and  extensive  areas  of  weathered  materials  developed 
on  older  stream-laid  deposits  which  now  occupy  stream  terraces  and 
the  valley  slopes  and  floor.  Some  of  these  are  timbered  while  others 
are  prairie  areas.  They  are  predominantly  brown  in  color,  with  areas 
of  dark-colored  and  of  lighter  grayish  colored  soils  occupying  the 
flatter  areas  of  deficient  drainage.  Leached  of  lime,  they  range  from 
mildly  acid  to  decidedly  acid  in  reaction.  Their  topography  is  favor- 
able, and  they  are  productive  except  in  low  flat  areas,  which  can  be 
improved  by  drainage  and  the  application  of  lime.  They  are  utiUzed 
for  general  farming,  dairying,  and  for  a  variety  of  special  crops  includ- 
ing prunes,  walnuts,  brambleberries,  cherries,  hops,  and  strawberries. 
With  these  soils  are  associated  areas  of  peat  and  muck,  large  tracts  of 
which  have  been  drained  and  are  utilized  for  truck  crops,  cranberries, 
and  other  specialties.  The  adjacent  hill  slopes  include  soils  which 
are  deeply  weathered  from  basaltic  and  sedimentary  rocks.  These 
are  predominantly  of  red  to  rich  reddish  brown  color  and  are  locally 
loiown  as  the  ''red-hill  soils. '^  While  clearing  is  often  expensive  and 
the  soils  sometimes  require  working  for  some  time  before  producing 
well,  they  are  extensively  utilized  for  the  culture  of  apples,  plums, 
prunes,  walnuts,  and  berry  crops. 

CLIMATIC  CONDITIONS 

The  Coast  Range  and  the  Cascades  in  the  west  and  the  Bitter  Root 
Range  and  Rocky  Mountains  in  the  east  give  the  relief  of  the  Columbia 
River  Basin  a  rough  and  moimtainous  character  save  where  broad 
plateaus  and  valleys  intervene.  Warm  winds  of  the  Pacific  passing 
over  the  cooler  area  of  the  Cascades  are  deprived  of  most  of  their 
moisture  before  reaching  the  central  plateau  of  Washington  and  Ore- 
gon, and  this  air  movement,  with  consequent  moisture  loss,  creates 
two  more  or  less  distinct  climates — a  humid  climate  except  during  the 
summer  season  west  of  the  Cascades,  and  an  arid  climate  east  of  them. 
Corvallis,  Oreg.,  near  the  center  of  the  Willamette  Valley  in  the  former 
territory,  has  an  annual  precipitation  of  42  inches,  whereas  Yakima, 
Wash.,  near  the  center  of  the  Yakima  Valley  in  the  latter  territory, 
has  an  annual  precipitation  of  about  7  inches. 

East  of  the  Columbia  River  lies  a  sagebrush  plain  of  more  than 
2,000,000  acres.  The  precipitation  here  is  too  scanty  for  dry  farming, 
and  the  cost  of  irrigation  is  too  high  for  the  land  to  repay  under  present 
conditions.  During  years  of  favorable  precipitation  some  wheat  is 
grown,  but  most  of  the  land  lies  idle,  awaiting  the  time  when  a  greater 
demand  for  food  products  will  warrant  the  high  cost  of  supplying 
irrigation  water. 

A  different  condition  exists  in  southeastern  Washington.  There 
the  rainfall  on  a  large  area  is  sufficient  for  the  growing  of  wheat. 
Most  of  the  rainfall  comes  in  the  winter  and  spring  and  Ettle  during 
the  summer.  Wheat  being  an  early  crop,  needs  spring  rains,  and  the 
dry  summers  which  follow  provide  ideal  weather  for  harvesting. 

The  Snake  River  Valley,  in  southern  Idaho,  holds  the  greatest 
irrigated  area  within  the  basin,  extending  in  large  scattered  tracts  the 
entire  width  of  the  State.  At  its  eastern  border  the  rainfall  is  about 
20  inches;  midway,  it  decreases  to  less  than  10  inches  and  remains 
about  the  same  to  the  western  border  of  the  valley.     This  and  the 


IRRIGATION    REQUIREMENTS    OF   COLUMBIA   RIVER   BASIN  7 

arid  Salmon  Kiver  Valley,  northward  from  American  Falls,  constitute 
the  driest  portions  of  Idaho.  Other  parts  of  the  State,  as  a  rule, 
have  enough  rainfall  to  support  large  areas  of  pine  and  other  forests. 
Farther  east,  in  the  Bitterroot  and  Flathead  Valleys  of  Montana, 
rainfall  is  likewise  scanty,  and  crop  production  is  dependent  mainly 
upon  irrigation. 

There  is  likewise  a  wide  variation  in  temperature.  Although  the 
northern  latitudes  are  those  of  Minnesota,  the  winters  are  mild,  and 
in  the  lower  altitudes  last  only  a  few  weeks.  As  altitude  increases, 
snows  are  deeper,  and  spring  is  later.  Extreme  cold  may  occur  in 
widely  scattered  localities.  In  the  irrigated  valleys,  from  April  to 
October  is  generally  the  frost-free  period,  but  numerous  exceptions 
occur.  Late  spring  frosts  are  more  harmful  to  fruit  than  to  other 
crops  and,  when  occurring  as  late  as  May,  may  do  great  damage. 
Central  and  southeastern  Oregon,  where  altitudes  vary  from  3,000 
to  4,500  feet,  have  cool  nights  in  midsummer,  and  frosts  may  occur 
in  any  month  of  the  year. 

In  the  lower  altitudes  summer  temperatures  sometimes  reach  100° 
F.  for  short  periods,  but  the  air  is  dry,  and  warm  days  are  usually 
followed  by  cool  nights.  In  the  irrigated  valleys  the  long  growing 
season,  warm  summers,  long  periods  of  sunshine,  ample  water  supply, 
and  fertile  soil  combine  to  produce  heavy  crop  yields. 

Like  the  Pacific  Ocean,  the  Rocky  Mountains  temper  the  climate  of 
the  Northwest.  Forming  the  eastern  rim  of  the  Columbia  River 
Basin,  they  constitute  a  barrier  against  the  cold  from  the  Canadian 
prairies  and  eastern  Montana. 

Precipitation,  temperature,  and  the  duration  of  the  frost-free 
period  influence  the  quantity  of  water  required  for  irrigation.  Data 
pertaining  to  them,  compiled  from  the  records  of  the  Weather  Bureau 
for  18  typical  stations  within  the  basin  near  which  irrigation  is  prac- 
ticed, have  been  averaged  from  the  time  the  stations  were  established 
to  1921,  and  are  shown  graphically  in  Figures  2  to  4. 

WATER  RESOURCES 

The  Columbia  River  Basin  occupies  an  area  of  259,000  square 
miles  of  the  Pacific  Northwest  and  drains  portions  of  seven  States 
besides  the  Province  of  British  Columbia.  The  Missouri  River 
drainage  is  adjacent  on  the  east  and  the  Great  Basin  on  the  south, 
while  in  western  Washington  and  Oregon,  streams  flow  directly  to 
the  Pacific. 

The  Columbia  River  rises  in  eastern  British  Columbia  and  drains 
a  forested,  mountainous  area  of  nearly  40,000  square  miles  before 
crossing  into  northeastern  Washington.  Near  the  border  it  is  joined 
by  Clark  Fork,  an  important  eastern  tributary.  Thence  winding 
southerly  across  the  State,  mostly  in  a  depressed  channel  too  far 
below  the  surrounding  country  to  permit  of  its  use  for  irrigation. 
Near  Washington's  southern  boundary  it  is  joined  on  the  east  by 
the  Snake  River,  and  near  Portland  by  the  Willamette.  Many  other 
streams  of  considerable  size  flow  into  the  Columbia,  and  all  of  them 
irrigate  adjoining  lands.  Of  these  the  Yakima  River  is  the  most 
highly  developed  for  irrigation  and  supplies  water  for  the  largest 
body  of  irrigated  land  in  Washington.  It  rises,  in  Keechelus  Lake 
on  the  eastern  slope  of  the  Cascades,  which  with  other  lakes  collects 


8 


TECHNICAL  BULLETIN    200,   TJ.    S.   DEPT.    OF  AGRICULTTTBE 


4 

1 

1 

1 

1 

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^ 

1 

1 

i: 

1 

1 

1 

1 

1 

* 

1 

1 

t 

§> 

^ 

1 

1 

^    S3 

1^ 

YAKIMA.  WASH.     elev.  1,070 


AVERAGE.     FROST-FREE      PERIOD 

I     I     I     I     ^ 


PR  ECIPITATION 


TEMPERATURE 


2.5     2.5 
2.0      2.0 

1.00  1.0 

0.5    0.5 
0         0 

00     100 
k- 

? 

50   ^    50 

0           0 

ODESSA,  WASH.    elev.  i^ao'    | 

AV 

ER/ 

VGE     FROST-  FREE     PERIOD           1 

PRECIPITATION 

1 

1 

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■ 

1 

1 

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temperature: 

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WALLA  WALLA,  WASH.    elev.  woo-  | 

A 

VERAGE    FROST-FREE     PERI 

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PR 

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vIPERATURE 

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« 

SPOKANE, WASH.    elev.  1.943' 


AVERAGE  FROST-FREE    PERIOD 

I     I     I     I     I 


PRECIPITATION 


TEMPERATURE 


2.0  c  2.0 
1.5  §  1.5 
1.0       1.0 


0.5      0.5 
0  0 

100  k*  100 

H: 

50  o  50 

Uj 

Q 


NEAR  WENATCHEE,WASH.  elev. 2.200 


AVERAGE    FROST-FREE  PERIOD 


PRECIPITATION 


TEMPERATURE 


Figure  2. — Condensed  climatology  of  typical  stations  in  Washingtonj  showing  average  frost-free 
period,  mean  monthly  precipitation,  mean  maximum  temperatures  (single-lined  bars),  mean  mini- 
mum temperatures  (double-lined  bars),  and  mesan  temperatures  (solid  bars) 


IRRIGATION   REQUIREMENTS    OF   COLUMBIA   RIVER   BASIN  9 


i 


UMATILLA,   OREG.ELEv.34o 


AVERAGE    FROST-FREE  PERIOD 

Mill 


PRECIPITATION 


TEMPERATURE 


3.0      3.0 
2.5       2.5 


2.0       2.0 
5^    1.5 


mill 

t 

^    Co 

Oct 
Afov. 
Dec. 

CORVALLIS,    GREG.   elev.  aee- 

AVERAGE   FROST  -  FREE  PERIOD 

!_<-<  I  r-  I    1  /-v 

'  ^' ' 

■ 

I 

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TEMPERATURE. 

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n       r 

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LA  GRANDE,  0 R EG. elev.  3,784- 1 

AVERAGE  FROST-FREE  PER 

OD 

1 ^ 1 j i 

PRECIPITATION 

i 

1 

TE 

MPERATURE 

_r  —TV. 

■    X 

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mm 

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VALE,  GREG.          elzv. 2,242] 

AVERAGE     FROST-FREE  PE 

1 — i^T*T — 1 — 

-RIOD 

PRECIPITATION 

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III 

1 

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1    1   1 

TEMPERATURE 

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p 

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Figure  3.— Condensed  climatology  of  typical  stations  in  Oregon,  showing  average  frost-free  per- 
iod, mean  monthly  precipitation,  mean  maximum  temperatures  (single-lined  bars),  mean  mini- 
mum temperatures  (double-lined  bars),  aad  mean  temperatures  (solid  bars) 

116327°— 30 2 


10       TECHNICAL   BULLETIN    200,    U.    S.    DEPT.    OF   AGRICULTUR3 


1 

1 

1 

1 

1 

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t 

§> 

^ 

1 

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1 

1 

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1 

§= 

^ 

1 

1 

BOISE,       IDAHO         EJ.EV.^739' 


AVERAGE.  FROST-FREE    PERIOD 


PRECIPITATION 


TEMPERATURE 


LEW  1ST  ON,  IDAHO     elev.  757-  | 

AVERAGE    FROST- FREE  PERIOD 

3.0        3.0  — 

1 — 1 — 1 — 1 — 1 — - 

PRECIPITATION 

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, 

1 

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1 

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temperature: 

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AV 

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TWIN  FALLS,  IDAHO  elev.3^25| 

AV 

IRA 

GE  FROST- FREE  PE 

Riot 

) 

3.0  3.0 

PRECIPITATIO 

N 

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KALISPELL.    MONT,   elev.j^sts 


AVERAGE    FROST- FREE  PERIOD 


H-^^ 


PRECIPITATION 


TEMPERATURE 


50    Ct   ^0 


MISSOULA,  MONT.   elev. 3^25-  | 

AVE 

RAGE    FROST- FREE 

.  PERK 

3D 

J.U 

— 1 i 1 1 H- 

PRELCIPITATIC 

N 

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A. 

Figure  4.— Condensed  climatology  of  typical  stations  in  Idaho  and  Montana,  showing  average 
frost-free  period,  mean  monthly  precipitation,  mean  maximum  temperatures  (single-lined  bars), 
mean  minimum  temperatures  (double-lined  bars),  and  mean  temperatures  (solid  bars) 


IRRIGATION   REQUIREMENTS   OF   COLUMBIA   RIVER  BASIN        11 

the  drainage  run-off  from  a  densely  forested,  mountainous  area  hav- 
ing an  annual  snowfall  varying  from  15  to  30  feet.  Similar  condi- 
tions exist  for  100  miles  southward,  as  the  Cascades  parallel  the  river 
on  the  west,  and  it  is  from  these  mountains  that  most  of  the  river's 
tributaries  flow.  A  number  of  reservoirs  hold  the  spring  flow  for 
summer  use  on  crops. 

Clark  Fork,  with  a  mean  annual  discharge  into  the  Columbia  of 
20,000,000  acre-feet,  has  its  source  near  the  Continental  Divide  and 
traverses  western  Montana  and  the  panhandle  of  Idaho.  In  this 
400  miles  are  two  tributaries — the  Bitterroot  and  Flathead  Rivers — 
which  irrigate  about  half  of  the  300,000  acres  watered  by  the  Clark 
Fork  system.  Many  good  storage  sites  exist  in  this  mountainous 
drainage  area.  Probably  the  largest  of  these  are  Flathead  Lake, 
Mont.,  and  Pend  Oreille  Lake,  Idaho.  About  2,500,000  acre-feet 
can  be  stored  in  these  lakes  at  low  cost. 

Snake  River,  the  largest  tributary  of  the  Columbia,  rises  in  Yel- 
lowstone Park  and  flows  through  Jackson  Lake,  which  is  also  used  as 
a  storage  reservoir.  Through  southern  Idaho  the  natural  flow  of  the 
river  and  much  stored  water  are  used  to  irrigate  about  2,250,000  acres 
of  productive  land.  In  1920  3,320,000  acre-feet  of  storage  was  re- 
ported {30)  ^  on  the  Snake  River  and  tributary  streams.  More  re- 
cently additional  storage  has  been  developed,  notably  that  at  Ameri- 
can Falls,  and  now  not  less  than  5,000,000  acre-feet  of  stored  water 
is  available  for  irrigation  in  the  Snake  River  Valley. 

Willamette  River  flows  through  a  valley  in  Oregon  the  annual 
rainfall  of  which  exceeds  40  inches;  consequently  it  is  not  much  used 
for  irrigation.  However,  during  the  dry  summer  months  and  during 
years  of  less  than  normal  rainfall  supplemental  irrigation  is  beneficial. 

In  general,  the  waters  of  the  main  stream  of  the  Columbia  are  not 
available  for  irrigation  by  gravity.  They  adjoin  large  areas  of  avail- 
able land,  but  because  of  the  elevation  of  these  areas  and  the  cost 
of  pumping  they  have  not  been  reclaimed.  On  many  of  the  tributary 
streams,  however,  land  is  irrigated  to  the  limit  of  the  water  supply. 
This  is  especially  true  of  the  Yakima  River. 

In  1919  the  Columbia  River  system  supphed  water  to  irrigate 
3,871,000  acres  of  land,  and  this  area  can  be  increased  to  11,000,000 
acres  by  (1)  water  storage  and  regulation;  (2)  prevention  of  canal 
and  other  losses;  and  (3)  a  more  economical  use  of  water  on  the 
land.  As  water  for  irrigation  becomes  scarcer  and  the  economic 
pressure  for  irrigated  land  increases,  these  improvements  will  gradu- 
ally be  made. 

Table  1  shows  the  maximum,  minimum,  and  mean  discharge  of 
typical  streams  of  the.  Northwest,  based  upon  stream  measurements 
by  the  United  States  Geological  Survey  and  other  agencies  over  periods 
varying  from  10  to  45  years.  In  many  cases  records  were  kept  before 
streams  were  regulated,  but  with  the  increasing  use  of  storage  reser- 
voirs, stream  flow  will  tend  to  become  more  uniform. 

>  Italic  numbers  in  parentheses  refer  to  Literature  Cited,  p.  64. 


12      TECHNICAL   BULLETIN    200,    U.    S.    DEPT.    OF   AGRICULTURE 
Table  1. — Discharge  of  typical  streams  of  the  Columbia  River  Basin 


River 


Station 


Years  of 

Watershed 

record 

area 

Square  miles 

45 

237,000 

31 

4,800 

20 

2,130 

19 

7,800 

12 

15 

685 

10 
23 

3,550 

12 

25,100 

21 

9,50 

17 

1,850 

13 

1,280 

10 

356 

14 

1,120 

13 

7,740 

13 

3,450 

33 

4,350 

13 
11 

2,230 

10 

13.600 

12 

4,850 

17 

7,010 

Discharge  for  year 


Maximum       Minimum 


Mean 


Columbia 

Willamette... 

Umatilla 

John  Day 

Deschutes 

Clackamas... 

Hood 

Yakima 

Clark  Fork.. 

Chelan.. 

Methow 

Wenatchee... 

Klickitat 

Naches 

Okanogan 

Smihkameen. 

Spokane 

Snake 

Boise. 

Salmon 

Clearwater... 
Flathead 


The  Dalles,  Oreg 

Albany,  Oreg... 

Umatilla,  Oreg 

McDonald,  Oreg 

Mecca,  Oreg 

Cazadero,  Oreg 

Hood  River,  Oreg 

Union  Gap,  Wash... 
Meteline  Falls,  Wash 

Chelan,  Wash 

Pateros,  Wash 

Cashmere,  Wash 

Glenwood,  Wosh 

Yakima,  Wash 

Okanogan,  Wash 

Oroville,  Wash 

Spokane,  Wash...!.. 

King  Hill,  Idaho 

Arrowrock,  Idaho 

Whitebird,  Idaho 

Kamiah,  Idaho 

Poison,  Mont 


Acre-feet 
222, 000, 000 

15,500,000 
819,000 
2,  720, 000 
4, 170, 000 
2,  740, 000 
1, 160, 000 
4,690,000 

28, 100, 000 
2, 070, 000 

1,  750, 000 
3, 230, 000 

891,000 
1,880,000 
2, 920, 000 
2, 270, 000 
7, 050, 000 
10, 900, 000 

2,  530, 000 
10,  700, 000 

8,220,000 
11,900,000 


Acre-feet 

93, 800, 000 

6, 440, 000 

188,000 

757,000 

3, 130, 000 

1, 530, 000 

647,000 

1,  570, 000 

14,600,000 

672,000 

828,000 

1, 330, 000 

452,000 

671,000 

1,  550, 000 

946,000 

2, 645, 000 

7,090,000 

986, 000 

5.600,000 

4, 020, 000 

5, 880/000 


Acre-feet 
151,000,000 
10, 500, 000 

450,000 
1,520,000 
3,635,000 
2,030,000 

869,000 
3,330,000 
19, 600, 000 
1,560,000 
1,200,000 
2,500,000 

667,000 
1,300,000 
2, 120, 000 
1,610,000 
5, 145, 000 
9, 100, 000 
1,840,000 
8,  700, 000 
6,440,000 
8,280,000 


Figures  5  and  6  show  for  various  streams  the  mean  flow  each  month 
and  the  periods  of  high  and  low  water. 


COLUMBIA     RIVER,  OREG. 


^^jIl. 


JAN.  FEB.MAR.APR,MAY  JUNE  JULY  AU6.SEPT.  OCtNW.  DE:C, 


Figure  5.- 


-Mean  monthly  flow  of  typical  streams 
of  Columbia  River  Basin 


1200 

800 

400 

0' 


SNAKE  RIVER,  IDAHO 

■■■■I,    _, 


"t 


80O 
400 
0 

<K    900 
^    400 


BOISE   RIVER,  IDAHO 


-  -  ■  ■  ■  .-^T^ 


YAKIMA  RIVER, WASH. 


■  !!■■ 


WENATCHEE  RIVER,  WASH. 


^    400 

I     ° 

5  1200 


i±t 


SPOKANE  RIVER,WASH. 


>^    800 

^    400 

0 


mlll^ 


DESHUTES    RIVER,  OREG. 

■JUJU  ■  ■  ■  ■ 
HOOD    RIVER,  OREG. 


"°;i  ■■■■■■■■■■■■ 


JAN.  F£fl.  MAR.APR.MAY  JUNC  jaY  AUG.  SEPT.  OCT.  NOV.  DEC 

Figure  6.— Mean  monthly  flow  of  typical  streams 
of  Columbia  River  Basin 


AGRICULTURAL  RESOURCES 


The  lands  of  the  Colimibia  Eiver  Basin  may  be  grouped  under  (1) 
forests;  (2)  cut  over  and  burned  over  lands;  (3)  swamp  and  overflowed 
lands;  (4)  native-grass  lands;  (5)  dry-farmed  lands  and  nonirrigated 
farm  lands;  and  (6)  irrigated  lands.  From  the  standpoint  of  rural 
prosperity  and  public  welfare  generally,  there  is  a  close  relationship 
between  these  resources  although  the  economic  importance  of  each  is 


IRRIGATION   REQUIREMENTS   OF   COLUMBIA   RIVER  BASIN        13 

far  from  being  constant  but  rises  or  falls  with  changing  conditions. 
While  this  bulletin  is  concerned  chiefly  with  irrigated  and  irrigable 
lands,  it  is  difficult  in  many  cases  to  decide  what  lands  should  be 
irrigated,  since  there  may  exist  other  uses  or  other  types  of  farming 
which  will  serve  a  better  purpose.  For  this  reason  the  extent, 
character,  and  economic  importance  of  each  of  these  six  main  resources 
are  briefly  outlined. 

FORESTS 

There  remains  in  forest  of  the  area  originally  forested  east  of  the 
Great  Plains  less  than  9  per  cent  and  west  of  the  Great  Plains  55  per 
cent  {15).  A  large  part  of  the  latter  is  to  be  found  in  the  Columbia 
River  Basin.  According  to  Allen  {1),  the  virgin  stand  of  timber  in 
Oregon  is  395,800,000,000  feet  board  measure,  covering  20,750,000 
acres,  of  which  approximately  50  per  cent  is  in  the  Columbia  River 
Basin.  The  stand  in  Washington  is  282,000,000,000  feet,  covering 
14,200,000  acres,  of  which  approximately  57  per  cent  of  the  acreage 
is  in  the  same  basin. 

According  to  one  authority  (23)  the  area  supporting  forests  of 
commercial  size  in  Idaho  within  the  Columbia  River  Basin  is  9,514,000 
acres,  and  the  quantity  of  timber  of  all  species  is  estimated  to  be 
81,000,000,000  feet  board  measure. 

In  that  part  of  Montana  west  of  the  Continental  Divide  and  drained 
by  the  Columbia  River,  the  area  in  timber  of  commercial  size  is 
estimated  (6')  to  be  5,860,000  acres  and  the  total  quantity  of  all 
species  of  timber  37,492,000,000  feet  board  measure. 

The  estimated  timbered  area  of  that  part  of  Wyoming,  Utah, 
and  Nevada  located  in  the  Columbia  River  Basin  is  3,000,000  acres 
and  the  quantity  of  timber  30,000,000,000  feet  board  measure. 

Hence,  the  Columbia  River  Basin  may  be  credited  with  possessing 
500,000,000,000  feet  board  measure  of  valuable  timber  occupying 
36,000,000  acres  of  commercial  forests  in  addition  to  an  area  approx- 
imately 70  per  cent  as  extensive  consisting  of  immature  forest  growth, 
watershed  area,  and  other  land  requiring  forest  protection. 

CUT-OVER  AND  BURNED-OVER  LANDS* 

The  cut-over  and  burned-over  lands  of  the  Columbia  River  Basin 
embrace  an  area  of  about  24,500,000  acres.  Other  forest  lands  con- 
taining scrub  growth  and  scattering  noncommercial  timber  embrace 
an  additional  area  of  about  8,250,000  acres.  As  compared  with  virgin 
forests,  these  lands  have  little  value,  and  the  fact  that  the  area  so 
occupied  is  increasing  at  a  rapid  rate  creates  a  serious  problem  for 
the  States  of  the  Northwest.  The  rate  at  which  virgin  forests  are 
cut  adds  about  400,000  acres  annually  to  the  cut-over  lands,  and  the 
destruction  of  forests  by  fire  has  averaged  during  the  past  10  years 
about  174,000  acres  a  year,  a  total  of  574,000  acres  annually. 

About  60  per  cent  of  the  area  of  forest  land  of  all  classes  in  the 
Columbia  River  Basin  is  included  in  the  national  forests.  Under 
Government  regulation  the  annual  cut  is  linaited  to  the  annual  growth, 
and  cut-over  lands  are  left  in  shape  for  natural  reproduction  or  are 
reforested  artificially. 

<  Reproduced  in  part  from  a  statement  to  the  authors  by  Elers  Koch,  assistant  district  forester,  Missoula, 
Mont. 


14      TECHNICAL  BULLETIN    200,   XJ.    S.   DEPT.    OF  AGRICULTURE 

The  national  forests  in  general  do  not  include  the  best  timber- 
producing  lands,  most  of  which  are  in  private  ownership.  The  future 
of  the  cut-over  and  burned-over  lands  owned  by  individuals  and  lum- 
ber companies  is  a  matter  of  vital  concern  to  the  Columbia  Basin 
States,  and  the  best  disposal  to  be  made  of  them  is  far  from  being 
determined.  It  is  doubtful  whether  more  than  5  per  cent  of  the  cut- 
over  and  burned-over  lands  in  the  region  will  ever  be  converted  iuto 
farms.  Parts  of  the  remaining  95  per  cent  have  some  grazing  value, 
but  in  general  the  best  and  highest  use  of  these  lands  is  for  growing 
timber. 

SWAMP  AND  OVERFLOWED  LANDS 

The  agricultural  lands  in  the  Columbia  River  Basin  subject  to 
periodic  overflows  or  too  swampy  to  cultivate,  aggregate  500,000  acres, 
of  which  about  one-fifth  has  either  been  reclaimed  or  is  included  in 
reclamation  districts.  The  soil  is  generally  fertile  and  although  the 
profits  derived  from  grazing  them  in  their  unreclaimed  State  are  small, 
they  possess  fairly  high  potentialities  in  that  they  can  be  fitted  for 
profitable  farming  at  a  relatively  low  average  cost.  Such  lands  may 
be  grouped  under  three  classes:  (1)  Lands  which  require  dikCvS  or 
channel  improvement  or  both  as  a  protection  against  overflow;  (2) 
lands  which  require  dikes  and  interior  drainage;  and  (3)  lands  which 
require  drainage  first  and  irrigation  afterward.  Most  of  the  wild 
meadow  and  tule  lands  of  Oregon  are  along  the  banks  of  the  lower 
Columbia  and  Snake  Rivers.  Parts  of  six  counties  bordering  the 
Columbia  River  in  Washington  have  swamp  and  overflow  lands.  A 
smaller  extent  of  similar  lands  form  part  of  each  of  the  counties  of 
Spokane^  Okanogan,  Pend  Oreille,  and  Stevens  in  the  same  State. 
The  swamp  and  overflow  lands  of  Idaho  are  confined  mainly  to  the 
Pend  Oreille  Lake  and  River,  the  Coeur  d'Alene  Lake  and  tribu- 
taries, and  the  Kootenai  River,  while  in  Montana  they  are  found 
mainly  in  the  vicinity  of  Flathead  Lake. 

NATIVE-GRASS  LANDS 

In  Oregon  the  public  domain  includes  over  13,000,000  acres  (32) 
approximately  5,500,000  acres  of  which  are  drained  by  the  Columbia 
River.  These  consist  mainly  of  grass-covered  table-lands  and  forested 
mountain  slopes  on  which  more  or  less  grass  grows.  A  large  part  of 
the  national-forest  area,  9,000,000  acres  of  which  are  situated  in  the 
Columbia  Basin,  are  now  and  are  likely  to  continue  to  be  used  as 
range  grazing  land.  Part  of  this  area  is  in  virgin  timber,  another 
part  in  cut  over  and  burned  over  lands,  and  a  comparatively  small 
part  in  natural  parks.  Concerning  privately  owned  grazing  lands, 
the  State  in  1925-26  fixed  low  valuations  on  nearly  14,000,000  acres 
of  nontillable  lands,  of  which  over  9,000,000  acres  are  drained  by  the 
Columbia.  To  these  figures  should  be  added  about  500,000  acres  of 
forested,  cut  over,  and  burned  over  lands  owned  by  the  State. 

As  compared  with  some  other  Western  States,  Washington  has  a 
small  extent  of  vacant  public  land,  less  tlian  1,000,000  acres  of  such 
lands  being  included  in  the  territory  of  the  Columbia  Basin.  The 
largest  area  of  Federal  land  is  in  the  national  forests,  covering  nearly 
10,000,000  acres,  of  which  about  5,000,000  acres  are  drained  by  the 
Columbia  River.  The  State  likewise  owns  a  timbered  area  in  the 
same  basin  of  less  than  1,000,000  acres.     The  Census  of  Agriculture, 


IRRIGATION   REQUIREMENTS   OF  COLUMBIA  RIVER  BASIN       15 

1925  (50?  gives  the  area  of  pasture  lands  in  private  ownership,  other 
than  plowable  pasture  in  the  Columbia  River  Basin,  as  4,250,000 
acres. 

The  vacant  public  lands  and  unperfected  entries  located  within  the 
Columbia  River  Basin  in  Idaho  include  an  area  of  approximately 
10,500,000  acres,  the  gross  area  of  land  within  the  national  forests 
nearly  19,000,000  acres,  and  State  owned  forests  nearly  1,000,000 
acres.  In  1925  the  State  fixed  an  equalized  assessed  value  of  $25,382,- 
093  on  5,513,113  acres  of  privately  owned  grazing  lands. 

The  privately  owned  grazing  lands  in  Montana  drained  by  the 
Columbia  River  included  in  1926  an  area  of  2,686,259  acres;  the 
national  forests  located  in  the  same  basin  7,950,000  acres,  and  the 
vacant  public  domain  approximately  3,000,000  acres. 

The  Columbia  River  Basin  likewise  includes  about  5,000,000  acres 
of  grazing  lands  in  western  Wyoming,  north-central  Nevada,  and 
northern  Utah. 

Indian  reservations  and  national  parks  and  monuments  located 
within  the  basin,  all  of  which  are  used  more  or  less  for  grazing  pur- 
poses, would  increase  the  grazing  area  by  5,000,000  or  more  acres. 
On  the  other  hand,  all  of  the  lands  listed  contain  a  percentage  which 
may  vary  from  10  to  30  per  cent  of  land  that  possesses  little  or  no 
value  for  grazing  purpose.  When  these  adjustments  are  made  it 
would  appear  that  the  native  grazing  lands  of  the  basin  approximate 
77,000,000  acres.  The  annual  value  of  the  pasturage  to  be  obtained 
from  this  area,  on  the  basis  of  an  average  annual  unit  value  of  5  cents 
per  acre,  would  be  $3,850,000. 

DRY-FARMEP  AND  NONIRRIGATED  LANDS 

Considered  by  counties  and  computed  on  the  basis  of  total  crop 
land  plus  plowable  pasture  in  1924,  less  the  area  irrigated  in  1919  as 
given  by  the  United  States  census  {30) ,  {31)  for  these  two  years,  the 
area  of  nonirrigated  land  farmed  in  the  Columbia  River  Basin  is,  in 
round  numbers,  10,000,000  acres.  Of  this  total  slightly  more  than  3 
per  cent  is  in  Montana,  14  per  cent  in  Idaho,  nearly  35  per  cent  in 
Oregon,  and  over  48  per  cent  in  Washington. 

In  Idaho  and  Montana  the  area  of  nonirrigated  land  farmed  may 
be  rightly  regarded  as  equivalent  to  the  area  dry  farmed.  The  same 
is  true  of  Washington  wdth  the  possible  exception  of  a  relatively  small 
area  having  a  climate  sufficiently  humid  to  permit  of  rotation  of 
cereals  with  legumes  and  thus  dispensing  with  summer-fallow  prac- 
tice. It  is  only  in  Oregon  that  an  estimate  of  3,500,000  acres  of  dry- 
farmed  land  is  likely  to  be  considered  too  high,  since  it  includes  the 
cropped  lands  of  the  Willamette  Valley,  which  in  climate  is  subhumid 
if  not  humid,  the  rainfall  being  ample  for  crop  production  except 
during  three  or  four  dry  months  in  summer.  A  large  proportion  of 
these  lands,  however,  is  in  need  of  drainage,  and  other  parts  would  be 
benefited  by  irrigation.  With  the  coming  of  these  changes,  there  wiU 
be  a  change  in  the  type  of  farming  practiced.  The  size  of  the  farm  is 
likely  to  be  reduced,  and  more  intensive  farming  in  smaller  units  will 
probably  take  the  place  of  the  growing  of  cereals  now  practiced  on 
extensive  areas.  As  these  changes  occur,  the  need  for  supplemental 
irrigation  in  summer  will  become  greater  for  drained  as  well  as 
irrigated  land.     Other  large  areas  in  Washington,  Idaho,  and  Mon- 


16      TECHNICAL  BULLETIN    200,    TJ.    S.    DEPT.    OF   AGRICULTURE 

tana  which  are  classed  in  this  estimate  as  dry-farmed  and  nonirrigated 
lands  may  be  converted  in  the  future  into  irrigated  lands. 

Accordingly,  considered  as  a  whole,  there  is  little  to  indicate  that 
dry  farming  in  the  Columbia  River  Basin  will  progress  much  beyond 
the  point  it  has  already  attained.  As  a  result  of  a  series  of  favorable 
years  with  precipitation  above  normal  and  fairly  high  prices  for 
wheat,  the  area  at  present  seeded  may  increase,  but  in  unfavorable 
years  with  subnormal  precipitation  and  low  wheat  prices,  it  is  reason- 
ably certain  to  decrease.  Furthermore,  many  agriculturists  question 
the  permanency  of  the  dry-farming  type  of  agriculture.  Severance  ^ 
says : 

The  whole  semiarid  area  is  being  gradually  depleted  of  organic  matter  and  the 
drifting  area  has  increased  markedly  since  cultivation  first  began.  We  know  of 
no  method  by  which  this  organic  matter  can  be  renewed  economically.  No 
doubt  conditions  will  improve  during  favorable  cycles  but  the  general  trend  of 
agricultural  conditions  in  the  dry  belt  seems  to  be  downwards. 

Dry-farmed  lands  as  an  agricultural  asset  have  a  low  value  in 
comparison  with  irrigated  lands.  The  assessed  valuation,  the  revenue 
derived  from  taxation,  and  the  net  profits  derived  from  dry  farming 
are  much  less  than  those  of  irrigated  lands.  When,  therefore,  the 
former  can  be  converted  economically  into  the  latter,  the  common- 
wealth and  the  community  are  the  gainers.  So  regarded,  it  is  reason- 
able to  expect  that  considerable  areas  now  dry  farmed  wdll  be  con- 
verted in  future  into  irrigated  farms. 

IRRIGATED  LANDS 

Of  the  3,871,000  acres  irrigated  in  the  Columbia  Kiver  Basin  in 
1919,  59  per  cent  was  in  Idaho,  17  per  cent  in  Oregon,  14  per  cent  in 
Washington,  and  8  per  cent  in  Montana.  (30.)  However,  if  future 
development  may  be  judged  by  present  indications,  there  is  likely 
to  be  a  considerable  increase  in  irrigated  area  during  the  next  two 
decades.  When  the  last  irrigation  census  was  taken  in  1920,  a  large 
area  in  the  aggregate  was  found  to  be  included  in  irrigation  enter- 
prises although  not  then  irrigated.  Since  that  date  many  new  projects 
have  been  investigated  and  pronounced  feasible  under  the  present 
Federal  reclamation  policy  which  provides  interest-free  funds,  and  a 
considerable  extent  of  land  has  been  classified  by  competent  authorities 
as  irrigable.  A  partial  review  of  these  reveals  the  extent  and  to  some 
degree  the  character  of  the  development  contemplated,  whenever  the 
demand  for  food  supplies  and  the  profits  derived  from  irrigated  farm- 
ing warrant  the  construction  of  new  works  to  provide  water  for 
agricultural  purposes. 

C.  S.  Heidel,  former  State  engineer  of  Montana,  estimated  that 
an  area  of  425,600  acres  in  addition  to  the  292,000  acres  irrigated  in 
1919,  or  a  total  of  717,600  acres,  was  irrigable  in  the  Clark  Fork 
Basin  of  Montana.  He  also  called  attention  to  the  fact  that  on 
160,000  acres  of  nonirrigated  land  and  31,000  acres  of  irrigated  land 
in  the  same  basin,  the  value  of  irrigated  crops  in  1920  averaged 
$23.85  per  acre,  while  the  value  of  nonirrigated  crops  averaged  $5 
per  acre.  The  storage  of  the  flood  waters  of  the  Snake  River  and 
its  tributaries  involves  one  of  the  largest  items  of  expense  in  the 
reclamation  of  additional  land  in  Idaho.     The  American  Falls  dam 

6  George  Severance,  in  charge  of  farm  management  and  agricultural  economics,  Washington  State  Col- 
lege, in  letter  to  the  senior  author. 


IRRIGATION   REQUIREMENTS   OF   COLUMBIA   RIVER   BASIN        17 

and  reservoir  project,  recently  completed,  will  store  1,700,000  acre- 
feet  and  in  making  available  so  large  a  volume  of  stored  water  will 
provide  adequate  water  rights  to  lands  now  short  of  water  and 
extend  the  irrigated  area  by  the  reclamation  of  new  lands.  W.  G. 
Swendsen,  when  commissioner  of  reclamation  of  Idaho,  estimated 
that  4,750,000  acres  could  be  irrigated  in  that  State.  Deducting 
250,000  acres  of  irrigated  and  irrigable  land  which  drains  into  the 
Great  Basin  through  Bear  River,  4,500,000  acres  remain  in  the 
drainage  basin  of  the  Columbia  River. 

In  Washington  a  few  irrigation  projects  are  being  constructed, 
and  others  are  under  consideration.  Of  the  latter,  by  far  the  largest 
is  known  as  the  Columbia  Basin  irrigation  project,  under  which  it 
is  proposed  to  irrigate  1,753,000  acres  in  the  central  part  of  the 
State  by  storage  and  diversion  of  part  of  the  flow  of  the  Clark  Fork. 
If  this  project  is  included,  it  will  place  the  irrigable  area  of  that  part 
of  the  State  located  in  the  Columbia  River  Basin  at  approximately 
3,100,000  acres.  The  extent  of  the  irrigable  lands  of  Oregon  located 
within  the  drainage  area  of  the  Columbia  River  is  in  round  numbers 
2,500,000  acres.  This  estimate  includes  a  considerable  area  in  the 
Willamette  Valley.  The  results  of  a  recent  soil  survey  of  this  valley 
under  the  supervision  of  W.  L.  Powers,  of  the  Oregon  State  Agri- 
cultural College,  indicate  that  there  are  1,250,000  acres  of  land  in 
need  of  tiling  and  also  about  500,000  acres  of  free-working  soils 
which  are  suitable  for  irrigation  and  are  located  where  water  may  be 
made  available  by  gravity  canals  or  pumping  from  wells  or  open 
water  surfaces  under  moderate  lifts. 

The  irrigable  lands  of  Wyoming,  Nevada,  and  Utah  located  in 
the  basin  are  estimated  at  182,000  acres. 

IRRIGATION  PRACTICE 

IRRIGATION  DEVELOPMENT 

Early  irrigation  practice  in  this  basin  was  confined  mainly  to  two 
general  types.  One  of  these  consisted  in  irrigating  comparatively 
level  bottom  lands  by  wild  flooding  with  large  volumes,  and  the 
other  in  diverting  from  streams  much  smaller  quantities  of  water 
through  ditches.  The  former  had  its  origin  in  the  natural  flooding^ 
of  marsh  and  tule  lands  and  the  enlargement  of  lakes  during  high 
water,  followed  by  the  recession  of  waters  and  the  growth  of  native 
grasses  on  the  areas  temporarily  submerged  in  flood  periods.  This 
natural  process  was  made  to  cover  larger  areas  by  the  building  of 
brush  and  rock  dams  at  favorable  places  in  the  stream  channels  and 
the  removal  of  water  from  meadows  by  digging  drainage  outlets. 
The  development  of  irrigation  by  means  of  numerous  small  ditches, 
diverting  water  from  a  common  source  brought  about  a  condition 
which  has  proved  extremely  diflScult  to  rectify,  especially  on  the 
medium-sized  and  larger  streams.  The  first  settlers  in  a  locality 
exercised  their  privilege  of  selecting  the  best  sites  as  regarded  land 
and  water,  and  built  either  individual  or  partnership  ditches.  These 
were  followed  by  others  who  had  to  make  selections  from  the  remain- 
ing land  and  water. 

Finally  all  the  bottom  lands  which  could  be  served  easily  and 
cheaply  were  taken  up,  and  there  remained  second  and  third  bench 

116327°— 30 3 


18      TECHNICAL   BULLETIN    200,    U.    S.    DEPT.    OF   AGRICULTURE 

lands  or  lands  of  higher  elevation  and  farther  removed  from  the 
stream,  which  could  not  be  irrigated  otherwise  than  by  canals  of 
considerable  length,  capacity,  and  cost.  Such  undertakings  were 
beyond  the  financial  ability  of  the  individual  or  the  small  partnership 
group,  and  their  accompHshment  was  usually  effected  by  mutual  or 
cooperative  companies.  In  this  way  water  rights  in  a  common 
source  of  supply  were  often  acquired  by  and  became  vested  in  a  large 
number  of  farmers  who  built,  maintained,  and  operated  a  corre- 
spondingly large  number  of  small  ditches,  often  more  or  less  parallel. 
These  have  proved  to  be  inefficient  conveyors,  in  that  much  water  is 
wasted  and  the  cost  of  operation  and  maintenance  is  high  in  propor- 
tion to  their  capacity  and  the  area  served. 

Irrigation  development  of  this  kind  is  subject  also  to  interminable 
disputes  and  litigation  over  water  rights,  especially  when  the  stream 
traverses  two  or  more  valleys  separated  by  bluffs  or  canyons,  thus 
dividing  the  appropriators  into  antagonistic  groups  of  upper,  inter- 
mediate, and  lower  water  users.  The  situation  arising  from  the 
uncertainty  of  water  rights  was  rendered  all  the  more  imtenable  by 
the  long  delay  in  adopting  a  comprehensive  irrigation  code  in  most  of 
the  States  of  the  Northwest.  The  Oregon  irrigation  code  was  enacted 
in  1909,  that  of  Washington  in  1917,  and  the  citizens  of  Montana 
thus  far  have  not  been  successful  in  adopting  appropriate  legislation 
to  provide  for  the  equitable  settlement  of  water  rights  and  the  ad- 
ministration of  public  water  supplies. 

R.  Kaufman,  formerly  judge  of  the  superior  court  of  Kittitas 
County,  Wash.,  in  an  address  before  the  Washington  Irrigation  In- 
stitute (21),  stated  that  from  the  time  settlement  began  in  Kittitas 
County  until  the  irrigation  code  was  enacted  there  was  constant  con- 
troversy and  litigation  over  the  use  of  the  streams  of  that  county. 
The  enactment  of  the  irrigation  code  and  the  establishment  of  the 
office  of  State  hydraulic  engineer  put  an  end  to  such  controversy. 

Wherever  suitable  measures  have  been  adopted  for  the  settlement 
of  existing  water  rights  and  the  orderly  acquirement  of  new  rights, 
the  work  is  progressing  satisfactorily,  but  these  improvements  do  not 
provide  a  remedy  for  the  physical  condition  of  a  large  number  of 
poorly  located  and  poorly  constructed  ditches.  That  form  of  pubHc 
municipal  corporation  known  as  the  irrigation  district  has  been  serv- 
iceable in  accomplishing  the  difficult  tasks  of  reorganizing  irrigation 
communities,  amalgamating  their  interests,  and  reconstructing  their 
faulty  systems,  but  unfortunately  it  is  not  adapted  to  all  the  varied 
conditions  which  exist.  There  is  need  for  another  type  of  organiza- 
tion broader  in  scope  and  more  elastic  in  its  provisions,  which  would 
include  all  the  owners  of  irrigable  land  within  a  given  watershed. 
The  irrigation  district  law  is  based  on  the  theory  that  those  who  come 
under  its  provisions  are  the  owners  of  irrigable  land  which  it  is  desir- 
able to  irrigate  at  costs  to  be  assessed  at  equal  rates  per  acre;  whereas 
in  most  cases  organized  community  effort  is  required  for  the  benefit 
of  farmers  who  are  struggling  along  with  only  a  partial  water  supply 
inefficiently  served  through  a  defective  ditch  system.  Such  com- 
munities need  storage  reservoirs  to  provide  late  water  and  to  enlarge 
their  irrigated  area.  They  likewise  need  a  centralized  management 
And  a  remodehng  of  their  irrigation  works,  the  purpose  being  to  unite 


IRRIGATION   REQUIREMENTS    OF   COLUMBIA   RIVER   BASIN        19 

landowners  having  irrigable  land  but  no  water  rights  with  those  inad- 
equately supplied  with  water  from  small  systems,  and  apportion  the 
cost  of  an  adequate  and  dependable  water  supply  in  accordance  with 
the  benefits  received.  If  a  law  could  be  devised  that  would  enable 
rural  communities  to  bring  about  these  and  other  much-needed  im- 
provements, it  would  prove  a  great  boon  to  the  West. 

DEUVERY  SYSTEMS 

In  the  Columbia  River  Basin  the  most  common  methods  of  apply- 
ing water  to  soils  and  crops  are  (1)  flooding  from  field  laterals,  (2) 
furrow  irrigation,  (3)  the  corrugation  method,  which  is  a  modification 
of  the  furrow  method,  and  (4)  the  border  method,  which  is  increasing 
in  use.  These  methods  are  so  well  known  as  to  need  no  description 
here.     (7,  10,  11,  22.) 

The  adoption  and  long  practice  of  continuous  delivery  of  water 
to  irrigators  have  produced  injurious  results  which  might  in  part 
have  been  obviated.  The  origin  of  this  method  is  not  difficult  to 
trace,  nor  is  it  difficult  to  account  for  the  favor  with  which  it  is  re- 
garded. In  the  early  development  of  irrigation,  the  ditches  were  of 
smaU  capacity  and  of  short  length,  and  water  diverted  but  not  used 
readily  found  its  way  back  into  the  channel.  Water  was  also  needed 
for  stock  and  domestic  purposes,  and  it  was  convenient  to  have  a 
supply  on  hand  ready  to  use  when  stock,  a  dwelling,  or  a  field  or 
garden  needed  water.  Later,  when  larger  irrigation  systems  were 
built,  the  same  practice  of  continuous  delivery  was  frequently  fol- 
lowed, resulting  in  the  apportionment  of  a  relatively  small  quantity 
of  water  to  each  individual  water  user.  These  deliveries  were  too 
small  to  admit  of  being  used  otherwise  than  by  furrows.  Hence 
furrows  were  prepared  and  water  permitted  to  flow  in  them  with 
little  or  no  attention  for  long  periods  of  time. 

Much  of  the  water  so  applied  was  wasted  in  deep  percolation  and 
produced  in  time  a  water-logged  soil  which  could  only  be  reclaimed 
by  drainage.  A  striking  example  of  the  waste  of  water  and  the  water- 
logging of  soil  resulting  in  a  large  measure  from  the  common  practice 
of  continuous  delivery  and  furrow  irrigation  is  afforded  by  the  Sunny- 
side  proj  ect  in  Yakima  Valley,  Wash.  The  practice  of  irrigation  began 
in  this  valley  in  the  early  nineties,  but  in  1899  well  water  was  still 
40  feet  below  ground  at  Sunny  side.  Two  years  later  the  irrigation 
of  bench  lands  was  begun  and  this  upland  irrigation,  coupled  with  the 
excessive  quantities  of  water  applied  in  continuous  streams,  and  fur- 
row irrigation  on  the  whole  tract  raised  the  water  table  at  Sunnyside 
to  within  10  feet  of  the  surface  at  the  close  of  1902.  In  1905,  drainage 
was  first  begun,  and  although  the  drained  area  has  increased  each 
year,  about  22,000  acres  were  in  need  of  drainage  in  1923. 

When  a  system  is  designed  and  built  to  deliver  water  in  continuous 
streams  and  when  farms  are  laid  out  and  prepared  for  furrow  irriga- 
tion, it  involves  much  labor  cost  and  many  delays  to  change  to  the 
rotation  delivery  or  to  other  methods.  However,  such  considerations 
should  have  no  weight  in  planning  new  irrigation  enterprises.  These 
can  be  designed  and  built  for  rotation  delivery  and  the  methods  of 
applying  water  which  v/ill  best  meet  the  physical  conditions  to  be 
found  on  the  enterprise. 


20      TECHNICAL   BULLETIN    200,    U.    S.    DEPT.    OF   AGRICULTURE 

RELATION  OF  WATER  APPLIED  TO  CROP  YIELD 

The  more  arid  the  climate,  the  greater  is  the  effect  on  crop  yields 
of  applied  irrigation  water.  A  certain  quantity  of  water  is  required 
to  germinate  the  seed,  more  to  produce  stems  and  leaves,  and  still 
more  to  bring  the  plant  to  maturity.  During  the  severe  drought  of 
1918  and  1919  in  Montana  and  Alberta,  there  was  sufficient  soil 
moisture  to  germinate  seed,  but  dry-land  wheat  on  thousands  of  acres 
withered  and  died  before  it  was  many  inches  high.  It  was  only  where 
more  moisture  was  available  that  any  grain  was  produced. 

The  relationship  between  the  quantity  of  water  applied  and  the 
yield  of  crops  grown  under  arid  conditions  has  been  quite  fully  dis- 
cussed in  previous  bulletins  (8,  12).  Although  less  striking  in  effect, 
a  similar  relation  exists  under  semihumid  conditions,  as  may  be 
learned  from  a  consideration  of  crops  grown  near  Corvallis,  in  the 
Willamette  Valley.  Here  the  normal  precipitation  is  42  inches,  but 
of  this  less  than  5  per  cent  occurs  during  June,  July,  and  August. 
Judged  by  the  latitude,  the  winters  are  mild  but  not  sufficiently  so  to 
permit  of  much  growth.  Frosts  may  occur  over  a  period  of  185  days, 
and  the  summer's  drought,  especially  during  July  and  August,  limits 
the  most  favorable  growing  weather  to  100  days,  more  or  less,  in  the 
spring  and  fall. 

It  is  obvious  that  crops  grown  under  such  climatic  conditions 
woiild  not  require  a  high  seasonal  application  of  irrigation  water,  but 
the  addition  of  a  relatively  small  supplementary  quantity  increases  the 
yield,  as  is  shown  by  the  results  of  experiments  carried  on  partly  under 
a  cooperative  agreement  between  the  Bureau  of  Public  Roads  and  the 
Oregon  Agricultural  Experiment  Station,  and  later  by  the  station 
independently.  The  experiments  were  begun  in  1907  and  continued 
for  more  than  a  decade.  Several  hundred  individual-plot  tests  were 
made  on  a  10-acre  tract  forming  part  of  the  experiment  station  farm 
west  of  Corvallis.  The  water  used  was  pumped  from  Oak  Creek, 
conveyed  in  a  wooden  flume,  and  measured  over  a  weir.  The  soil  is  a 
rather  heavy  silt  loam  of  uniform  character  and  weighs  about  80 
poimds  per  cubic  foot  when  dry.  The  optimum  moisture  content 
is  not  far  from  23  per  cent  and  the  water-holding  capacity  approxi- 
mately 2  acre-inches  per  acre-foot.  The  climatic  conditions  during 
the  period  were  not  far  from  normal. 

In  Figure  7  comparisons  are  given  between  average  yields  of  various 
crops  grown  in  the  Willamette  Valley  under  the  natural  rainfall  and 
the  same  crops  grown  imder  like  conditions  but  with  the  addition  of  a 
known  quantity  of  irrigation  water. 

In  some  of  the  experiments  the  quantity  of  soil  moisture  used  by 
the  crops  was  determined,  and  this  is  likewise  shown. 

WATER  REQUIREMENT  OF  CROPS 

POTATOES 

Both  the  climate  and  soil  of  the  Columbia  River  Basin  are  well 
adapted  to  the  growing  of  potatoes.  The  Nation's  per  capita  con- 
sumption of  this  crop  does  not  vary  much  from  3  bushels  a  year,  and  a 
much  greater  part  of  the  360,000,000  bushels  required  to  meet  this 
demand  could  be  produced  in  the  Northwest  were  it  not  for  the  cost  of 
transporting  a  product  so  bulky.  In  1924,  these  three  States  produced 
nearly  20,000,000  bushels  on  136,853  acres,  or  at  the  average  rate  of 


IRRIGATION   REQUIREMENTS   OF   COLUMBIA   RIVER   BASIN       21 


145  bushels  per  acre.  The  chief  centers  of  this  production  were  the 
counties  of  Bingham  and  Bonneville,  in  Idaho;  Yakima,  Spokane,  and 
Clarke,  in  Washington;  and  Clackamas,  Marion,  and  Washington,  in 
Oregon. 


1' 

WATER     APPLIED 

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ffainfall. 


Rainfall  and  soil  moisture.. ^222222^ 


Figure  7.— Relation  between  quantity  of  water  supplied  and  yield  of  several  crops  grown  in  the  Wil- 
lamette Valley,  Greg.  Each  crop  plot  contained  one-tenth  acre;  soil,  heavy  gray  silt  loam;  subsoil, 
yellow  heavy  silt  loam;  optimum  moisture  content,  23  percent;  wilting  point,  11  to  14  per  cent; 
usable  water  capacity,  2  acre-inches  per  acre-foot 

In  the  territory  under  consideration  an  adequate  supply  of  soil 
moisture  and  its  proper  control  are  essential  to  successful  potato 
growing. 


22      TECHNICAL   BULLETIN    200,    U.    S.    DEPT.    OF   ARRICtJLTtJRE 

In  the  arid  portion  of  the  basin  the  rainfall  during  the  potato- 
growing  period  averages  less  than  3}^  inches,  and  much  of  this  is 
evaporated  from  soil  surfaces.  Of  16  experiments  made  on  plots  in  the 
Snake  River  Basin  of  Idaho,  eight  received  less  than  VA  acre-feet  per 
acre  including  rainfall  and  produced  an  average  of  160  bushels  per  acre, 
four  received  more  than  VA  and  less  than  2%  acre-feet  per  acre  and 
produced  an  average  yield  of  251  bushels,  while  the  remaining  4 
received  from  2^  to  3%  acre-feet  including  rainfall  and  produced  an 
average  yield  of  284  bushels.  Of  49  experiments  made  in  the  more 
humid  Willamette  Valley  where  the  plants  received  more  or  less  soil 
moisture  derived  from  the  previous  winter  rains,  the  plots  which 
received  from  one-half  to  1  acre-foot  per  acre  of  irrigation  water  and 
summer  rainfall  averaged  233  bushels  while  those  which  received  from 
1  to  IK  acre-feet  per  acre  averaged  263  bushels. 

These  citations  indicate  that  medium  yields  under  arid  conditions 
require  2  acre-feet  of  water  per  acre,  while  heavy  yields  may  require 
as  much  as  2}^  acre-feet. 

WHEAT  AND  OTHER  SMALL  GRAIN 

During  the  crop-growing  seasons  of  1913, 1914,  and  1915,  wheat  was 
grown  in  each  of  six  tanks  at  Bozeman,  Mont.  The  experiments  were 
conducted  cooperatively  by  the  Bureau  of  Public  Roads  and  the  Mon- 
tana Agricultural  Experunent  Station,  with  L.  F.  Gieseker,  of  the 
station,  in  charge,  the  main  object  being  to  determine  the  relation 
between  water  applied  and  crop  yield.  Each  tank  was  weighed 
semiweekly,  and  weighed  volumes  of  water  were  added  at  stated 
intervals  to  compensate  for  transpiration  and  evaporation  losses. 
The  plants  when  mature  were  separated  into  straw,  heads,  roots,  and 
threshed  grain,  and  dried  in  an  oven  at  a  temperature  of  90°  C.  In 
1913  the  mean  weights  in  grams  of  the  several  parts  of  the  plants 
were  as  follows:  Straw,  174.9;  heads  including  grain,  121.2;  roots, 
63;  total,  359.1.  The  mean  water  requirement  expressed  in  pounds 
of  water  transpired  and  evaporated  per  pound  of  dry  matter  for  the 
18  individual  experiments  was  508  pounds  of  water  per  pound  of 
dried  matter  in  the  entire  plant  and  1,514  pounds  of  water  per  pound 
of  dried  grain.  To  produce  a  yield  of  wheat  of  40  bushels  per  acre 
(disregarding  the  difference  in  weight  between  oven-dried  and  stored 
grain),  a  volume  of  water  equivalent  to  1.32  acre-feet  per  acre  is 
required  in  a  1,514  to  1  ratio.  This  should  be  regarded  as  a  theoretical 
minimum,  since  in  its  computation  no  allowance  is  made  for  deep  per- 
colation, run-oif,  and  other  losses  inseparably  connected  with  ordinary 
irrigation  under  field  conditions.  If  30  per  cent  is  added  to  make  up 
for  these  losses,  the  total  quantity  becomes  1.71  acre-feet  per  acre, 
which,  as  mil  be  pointed  out,  corresponds  quite  closety  to  the  average 
use  of  water  for  this  crop  on  the  arid  lands  of  the  basin  for  the  pro- 
duction of  medium  to  heavy  yields. 

Of  85  experiments  on  plots  and  fields  of  wheat  in  the  Snake  River 
Basin  of  Idaho  made  by  the  Bureau  of  Public  Roads  in  cooperation 
with  the  Idaho  State  Land  Board  and  the  Idaho  Agricultural  Exper- 
iment Station,  23  which  received  more  than  0.25  acre-foot  per  acre 
and  less  than  1.25  acre-feet  and  an  average  of  0.86  acre-foot  per  acre, 
produced  an  average  yield  of  24.5  bushels.  On  41  plots  and  fields  the 
quantity  of  water  applied  varied  from  1.25  to  2.25  acre-feet  per  acre 
and  averaged  1.75  acre-feet;  the  average  yield  was  35  bushels  per  acre. 


IRRIGATION   REQUIREMENTS   OF   COLUMBIA   RIVER   BASIN       23 

The  remaining  21  plots  and  fields  received  large  quantities  of  water, 
averaging  3.17  acre-feet  per  acre,  but  the  crop  yields  were  low,  aver- 
aging less  than  28%  bushels  per  acre.  From  these  and  other  results 
it  would  appear  that  1  %  acre-feet  per  acre  was  sufficient  for  profitable 
crops  of  wheat  throughout  the  arid  portions  of  the  basin. 

The  water  requirements  of  oats,  barley,  and  peas  are  very  similar 
to  those  of  wheat  growTi  under  similar  conditions.  The  results  of  438 
experiments  with  wheat  in  the  Missouri  and  Arkansas  River  Basins 
gave  an  average  use  of  1.78  acre-feet  per  acre;  372  experiments  with 
oats  gave  1.72  acre-feet;  282  experiments  with  barley  gave  1.70  acre- 
feet;  and  42  experiments  with  peas  gave  1.67  acre-feet  per  acre  (12), 

ALFALFA 

Under  the  cooperative  agreement  previously  mentioned,  alfalfa  was 
grown  in  tanks  at  Bozeman,  Mont.,  during  1911  and  1912.  The  mean 
of  1 1  experiments  on  the  first  crop  of  alfalfa  indicated  a  water  require- 
ment of  1,060  pounds  of  water  to  1  pound  of  dry  crop;  12  experiments 
on  the  second  crop,  a  water  requirement  of  718  to  1;  and  6  experi- 
ments on  the  third  crop,  728  to  1.  On  these  findings  a  seasonal  yield 
of  4  tons  of  dried  alfalfa  per  acre  would  require  2.45  acre-feet  of 
water.  This  represents  the  minimum  requirement  to  provide  for 
transpiration  and  evaporation.  If  to  this  is  added  30  per  cent  to 
provide  for  ordinary  losses  in  applying  water,  the  water  requirement 
becomes  3.19  acre-feet  per  acre. 

Chiefly  during  the  years  1910  to  1913,  inclusive,  114  cooperative 
experiments  were  made  by  the  Bureau  of  Public  Roads  in  southern 
Idaho  to  determine  among  other  things  the  water  requirement  of 
alfalfa.  Excluding  six  experiments  in  which  more  than  half  the  water 
applied  was  not  included  in  consumptive  use  but  returned  to  the 
stream  for  reuse,  the  average  use  in  the  remaining  108  experiments 
was  2.9  acre-feet  per  acre  and  the  average  yield  4.37  tons.  In  the 
large  majority  of  these  experiments,  a  better  preparation  of  the  sur- 
face, shorter  runs,  and  a  more  skillful  use  might  have  reduced  the 
water  requirement  considerably,  but  even  with  reasonable  improve- 
ment in  methods  it  is  probable  that  at  least  2.75  acre-feet  per  acre  will 
be  required,  to  produce  heavy  yields  of  alfalfa. 

TREES 

Under  this  heading  are  included  orchard  trees  and  forest  trees. 

In  1908,  1910,  and  1911  the  Bureau  of  Public  Roads  determined  the 
quantity  of  water  used  on  1 1  deciduous  orchard  tracts  at  Wenatchee, 
Wash.  With  a  few  exceptions,  the  trees  were  6  or  7  years  old  from 
planting  and  consisted  mainly  of  apple  trees  although  peach,  pear, 
cherry,  plum,  and  crab  apple  trees  formed  parts  of  some  orchards. 
The  soil,  a  sandy  loam,  was  irrigated  by  means  of  six  shallow  furrows 
600  to  700  feet  long  between  the  tree  rows  which  were  spaced  20  feet 
apart.  The  tracts  varied  in  area  from  6  to  50  acres  and  averaged  22.5 
acres.  The  quantity  of  utiHzed  irrigation  water  applied  per  season 
varied  from  less  than  1.25  to  2  acre-feet  and  averaged  1.61  acre-feet 
per  acre.  Clean  culture  was  practiced  throughout  so  that  no  water 
was  used  for  either  cover  crops  or  intermediate  crops.  The  annual 
precipitation  was  about  10  inches. 

On  one  of  the  Dominion  experiment  farms  at  Summerland  in  the 
Okanogan  Valley  of  British  Columbia,  where  the  climatic  and  soil 


24      TECHNICAL  BULLETIN    200,   XJ.    S.   DEPT.   OF  AGRICULTTJKE 

conditions  are  quite  similar  to  those  at  Wenatchee,  Wash.,  experi- 
ments have  been  carried  on  since  1916  with  six  orchard  tracts  of  2 
acres  each  planted  to  apple,  pear,  prune,  plum,  cherry,  and  apricot 
trees.  These  orchards  since  they  were  planted  in  1916  have  been 
imder  different  treatment  as  regards  clean  cultivation,  cover  crops, 
intercrops,  and  quantity  of  irrigation  water  applied.  The  following 
facts  regarding  the  results  are  noted  from  the  annual  report  for 
1922  {17): 

(1)  The  soil  deteriorates  under  clean  cultivation;  (2)  the  growing  of  leguminous 
cover  crops  or  the  application  of  manure  is  necessary  to  maintain  an  adequate 
nitrogen  content  in  the  soil;  (3)  more  water  is  required  for  orchards  in  which  cover 
crops  or  intercrops  are  grown;  (4)  the  water  requirement  of  trees  increases  with 
the  age  of  the  trees.  The  average  quantities  of  water  used  on  the  six  orchards 
was  0.69  acre-foot  per  acre  for  the  first  year  and  1.33  acre-feet  per  acre  for  the 
sixth  year. 

In  1914  and  1915  the  quantity  of  water  used  on  10  plots  of  apple 
trees  8  and  9  years  old,  grown  on  fine  sandy  loam  in  southern  Idaho, 
was  measured  by  Ta3^1or  and  Downing  {29)  of  the  Idaho  Agricultural 
Experiment  Station,  the  average  water  requirement  for  the  two  years 
appearing  as  2.20  acre-feet  per  acre,  including  an  average  of  0.42  acre- 
foot  per  acre  of  effective  rainfall. 

Few,  if  any,  results  are  available  to  show  the  quantity  of  water  used 
on  nut  trees  in  the  Columbia  Kiver  Basin,  but  many  determinations 
have  been  made  on  walnut  trees  in  Orange  County,  CaHf.  Here,  as 
elsewhere,  the  rainfall  and  time  of  its  occurrence  are  influential 
factors.  Under  normal  conditions  and  an  annual  rainfall  of  15  inches 
a  heavy  irrigation  approaching  1  acre-foot  per  acre  is  applied  in  March, 
when  cheap  water  can  be  obtained.  A  second  watering  is  given  in 
June  and  a  third  in  August,  to  fill  out  the  nuts.  The  two  summer 
waterings  combined  require  about  1  acre-foot,  so  that  when  the  winter 
rainfall  is  included  the  trees  receive  38  to  40  inches  of  water. 

The  literature  of  forests  abounds  in  discussions  of  the  relationship 
of  forests  to  water  and  water  supplies,  but  reliably  conclusive  data  as 
to  the  quantity  of  water  absorbed  by  roots  of  trees  and  transpii'ed  by 
their  foliage  is  not  to  be  found.  There  is,  however,  a  close  relation- 
ship between  forest  growth  and  precipitation  apart  from  such  other 
influencing  factors  as  atmosphere,  temperature,  altitude,  latitude,  and 
soils,  and  the  observations  and  deductions  therefrom  serve  to  convey 
some  idea  of  the  quantity  of  water  used  by  different  types  of  trees, 
particularly  as  regards  the  minimum  quantity  when  measured  in 
annual  precipitation. 

In  reporting  on  the  irrigation  requirements  of  the  arid  and  semiarid 
lands  of  the  Southwest  it  was  pointed  out  that  trees  did  not  grow 
generally  where  the  precipitation  was  less  than  20  inches  a  year. 
This  is  true  also  of  the  Columbia  River  Basin  when  allowance  is  made 
for  less  arid  conditions,  resulting  in  a  higher  eflSciency  on  the  part  of 
plants  in  the  use  of  rainfall.  Dense  stands  of  magnificent  conifers 
grow  in  a  zone  35  to  75  miles  wide  along  the  crest  of  the  Cascade 
Range  in  Oregon,  where  the  annual  precipitation  is  40  to  80  inches, 
and  similar  stands  are  found  on  the  western  slope  beyond  the  Coast 
Range  to  the  Pacific  Ocean  when  supplied  by  a  rainfall  of  40  inches 
or  more.  On  the  eastern  slope  of  the  range  the  terrain  falls  off  rapidly 
from  elevations  of  6,000  feet  and  more  near  the  summit,  to  3,000  feet 
and  over,  on  the  plateau,  with  a  great  decrease  in  the  annual  precipi- 


IRRIGATION   REQUIREMENTS   OF   COLUMBIA   RIVER  BASIN       25 

tation.  In  the  western  portion  of  Crook  County,  Oreg.,  the  precipi-;; 
tation  is  about  50  inches  a  year  on  the  summit  but  less  than  16  inches'' 
on  the  arable  land  of  the  plateau  15  to  30  miles  distant.  Here  a 
scanty  precipitation  of  10  to  12  inches  is  apparently  adequate  for 
sagebrush.  A  somewhat  greater  natural  water  supply  supports 
scattering  juniper  trees  used  for  fuel  and  fence  posts.  Ascending  the 
slope  toward  the  crest,  scattering  commercial  timber  grows  where  the 
precipitation  is  17  inches,  and  the  stands  increase  in  density  and  value 
as  the  precipitation  increases  unless  otherwise  controlled,  imtil  the 
maximum  water  requirement  for  sugar  pine  is  attained. 

The  water  requirements  of  several  types  of  trees  common  to  the 
basin  is  thus  summarized  by  Larsen :  ® 

_,  ^  Annual  precipita- 

Type  of  tree  tion  (inches) 

Western  yellow  pine 17-22 

Douglas  fir 20-25 

Lodgepole  pine 20-25 

Larch  and  Douglas  fir  mixed 20-30 

White  fir,  hemlock  and  cedar,  mixed 27-44 

Obviously  precipitation  requirements  can  not  be  regarded  as 
equivalent  to  water  requirements,  since  trees  in  common  with  other 
kinds  of  vegetation  use  only  a  part  of  the  total  annual  precipitation. 
Zon  (34,  p.  20)  says: 

The  more  highly  developed  the  vegetal  cover  the  faster  is  moisture  extracted 
from  the  soil  and  given  off  into  the  air.  In  this  respect  the  forest  is  the  greatest 
desiccator  of  the  soil.  The  experiments  of  Otozky,  which  have  been  fully  con- 
firmed by  many  observers  in  other  countries,  have  conclusively  shown  that  the 
forest,  on  account  of  its  excessive  transpiration,  consumes  more  moisture,  all  other 
conditions  being  equal,  than  a  similar  area  bare  of  vegetation  or  covered  with  some 
herbaceous  growth.  The  amount  of  water  consumed  by  the  forest  is  nearly  equal 
to  the  total  annual  precipitation. 

While  the  foregoing,  especially  the  last  statement,  doubtless  appUes 
to  those  portions  of  the  forested  areas  of  the  basin  which  receive  a 
moderate  precipitation  of  17  to  22  inches  annually,  it  does  not  apply 
to  those  which  receive  a  much  larger  precipitation,  as  is  evidenced  by 
the  run-off. 

On  the  basis  of  the  known  water  requirements  of  orchard  trees  and 
the  minimum  requirements  of  virgin  forests,  the  average  water 
requirements  of  the  grass,  weeds,  brush,  and  trees  of  all  ages  of  the 
forested  area  of  the  Columbia  River  Basin  may  tentatively  be 
estimated  at  2  acre-feet  per  acre. 

CONDITIONS  INFLUENCING  THE  QUANTITY  OF  IRRIGATION  WATER 

REQUIRED 

•  In  arriving  at  the  quantity  of  irrigation  water  required  for  a  tract 
of  land,  whether  project,  district,  or  farm  considered  individually  or 
collectively,  each  of  a  number  of  factors  should  be  taken  into  account* 
These  may  be  considered  to  be  as  follows:  (1)  Physical  conditions; 
(2)  farm  management;  (3)  economic  conditions;  (4)  results  of  in- 
vestigations; (5)  character  of  works  needed  to  control,  convey,  dis- 
tribute, and  apply  water;  and  (6)  State,  community,  and  corporate 
regulations. 

«  LAESEN,  J.     FOREST  TYPES  AND  THEIK  CLIMATIC  CONTROL.     (Unpublished.) 

116327°— 30 4 


26      TECHNICAL  BULLETIN   200,   U.   S.   DEPT.    OF  AGRICULTUEE 

PHYSICAL  CONDITIONS 

In  previous  bulletins  {8, 12)  attention  has  been  called  to  the  waste  of 
water  arising  from  transmission  and  deep  percolation  losses,  the  former 
occurring  between  the  intake  of  the  canal  and  farmers'  headgates,  the 
latter  on  irrigated  farms  and  in  farmers'  ditches.  The  water  users  of 
the  Columbia  River  Basin  on  land  east  of  the  Cascades  are  subjected 
to  hea\^  losses  of  this  nature  by  reason  of  the  character  of  the  surface 
rock  and  the  soil  from  which  it  is  mainly  derived. 

The  soil  derived  from  lava  rock  and  from  wdnd-borne  volcanic 
ash  is  fine-grained,  holds  water  well,  and  is  fertile,  but  contains 
httle  clay.  The  absence  of  this  ingredient  or  its  presence  in  small 
amounts  causes  this  kind  of  soil  to  be  fairly  pervious  notwithstanding 
the  fineness  of  its  particles.  Furthermore,  lava  soils  are  shallow 
rather  than  deep.  In  may  parts  of  the  Snake  River  Basin,  where  the 
latest  flows  occurred,  sufficient  time  has  not  elapsed  to  convert  rock  in 
sufficient  quantities  to  form  deep  soil.  In  consequence  large  tracts 
are  covered  with  shallow  soil  superimposed  upon  the  parent  rock. 

This,  in  brief,  is  the  character  of  the  soil  and  rock  formations  of 
the  region.  It  is  impracticable  to  confine  the  use  of  irrigation  water 
wholly  to  the  purpose  for  which  it  is  intended  or  to  prevent  the 
wastage  of  a  large  proportion  of  that  diverted  from  streams.  A 
study  of  the  results  of  return-flow  measurements  conveys  some  idea 
of  the  extent  of  this  wastage.  During  the  period  July  1  to  October  1, 
1922,  the  discharge  of  Snake  River  immediately  below  Milner  Dam 
was  14,700  acre-feet,  while  at  King  Hill,  93  miles  farther  dowTi  the 
stream,  it  was  1,294,000  acre-feet,  the  increase  of  1,279,000  acre-feet 
being  derived  largely  from  springs  and  return  flow.  If  return  waters 
can  be  reused  the  loss  in  revenue  is  not  keenly  felt,  but  in  the  case  of 
southern  Idaho  the  water  escapes  from  a  locafity  where  it  has  a  high 
value  because  it  can  be  diverted  by  gravity  canals  and  reenters  the 
river  in  a  locality  w^here  it  has  little  value  because  it  can  be  utilized 
only  by  being  pumped  through  high  lifts. 

There  is  a  marked  variation  in  the  precipitation  of  the  basin,  and 
this  is  reflected  m  the  character  of  the  native  vegetation.  In  localities 
having  an  annual  precipitation  of  20  inches  or  more,  virgin  forests 
abound;  where  the  annual  precipitation  is  between  7  and  15  inches, 
sagebrush  is  the  predominant  growth ;  and  in  the  zones  which  receive 
15  to  20  LQches,  a  scattered  growth  of  noncommercial  timber  mixed 
with  brush  is  usually  found.  Yakima  Valley  is  one  of  the  most  arid 
parts  of  the  basin,  having  a  normal  precipitation  of  about  7  inches 
with  httle  effective  rainfall  during  the  entire  crop-growing  season. 
Contrasted  with  this  is  the  Willamette  Valley,  having  a  normal  raia- 
fall  of  40  to  44  inches  which  occurs  chiefly  in  the  fall,  winter,  and  early 
spriug  seasons,  leaviug  three  or  four  months  of  the  best  growing  part 
of  the  year  with  little  rainfall  for  the  nourishment  of  crops.  The 
temperature  is  much  lower,  and  evaporation  and  transpiration  are 
much  less  than  in  the  southwest  and  these  climatic  conditions  tend 
to  lower  the  irrigation  requirements. 

FARM  MANAGEMENT 

Lava  soils  in  their  natural  state  contain,  as  a  rule,  an  abundance  of 
the  mineral  iugredients  of  plant  food  but  are  deficient  in  organic 
matter.  Efficient  farm  management,  therefore,  requires  that  this 
deficiency  be  made  up  by  growiQg  leguminous  crops  in  rotation.     By 


IRRIGATION   REQUIREMENTS   OF   COLUMBIA   RIVER   BASIX       27 

plowing  under  alfalfa  after  it  has  grown  three  years,  a  large  amount 
of  decayed  vegetable  matter,  chiefly  roots,  is  added  to  the  soil,  and 
this  addition  renders  it  more  productive,  freer  to  cultivate,  more 
retentive  of  water,  and  the  ratio  of  water  requirement  in  pounds  to 
each  pound  of  dry  matter  produced  is  much  less.  Furthermore,  in 
order  to  obtain  a  high  service  from  irrigation  water,  diversification 
of  crops  is  necessary.  When  the  bulk  of  the  crops  on  the  farm  con- 
sists of  small  grains  which  mature  early,  there  is  little  need  for  water 
during  the  latter  part  of  the  irrigation  season.  On  the  other  hand, 
it  is  possible  and  usually  more  profitable  to  make  use  of  water  over 
the  greater  part  of  the  frost-free  period  by  growing  such  crops  as 
alfalfa,  clover,  roots,  and  vegetables  in  conjunction  with  small  grains. 
By  following  this  course,  a  scientific  rotation  of  crops  can  be  practiced, 
the  fertility  of  the  soil  not  only  maintained  but  increased,  and  a  larger 
revenue  derived  from  the  use  of  a  given  quantity  of  water. 

ECONOMIC  CONDITIONS 

In  localities  where  the  gross  annual  value  of  crops  falls  below  $40 
per  acre,  little  can  be  done  within  economic  limits  in  lining  canals  or 
substituting  pipes  for  earthen  ditches.  The  cost  of  water  also  must 
be  kept  reasonably  low  to  permit  farmers  to  pay  for  it  out  of  meager 
earnings.  Such  economies,  however,  do  not  apply  in  general  to  the 
preparation  of  the  surface  of  fields  for  rapid  and  efficient  irrigation. 
Measured  in  money  invested  for  the  betterment  of  the  irrigated 
farm,  the  difference  between  a  field  poorly  prepared  and  one  well 
prepared  would  not  exceed  on  an  average  $12  per  acre.  The  interest 
on  the  cost  of  this  permanent  improvement  would  be  less  than  $1  a 
year  and  at  least  six  substantial  benefits  would  be  derived  from  it. 
These  are  (9):  (1)  Larger  yields  of  crops,  (2)  better  quahty  of  crops, 
(3)  reduction  in  the  waste  of  water,  (4)  saving  of  time  and  labor  in 
irrigating,  (5)  keeping  the  soil  productive,  and  (6)  enhancing  the 
value  of  the  farm. 

In  sections  where  the  use  of  water  in  irrigation  wiU  bring  gross 
returns  of  $60  or  more  per  acre,  measures  designed  to  lessen  trans- 
mission losses  and  provide  efficient  farm  systems  of  irrigation  are 
generally  justified.  Much  water  may  be  saved  by  adopting  right 
methods  in  its  disposal.  If  the  water  user  contracts  for  water  at  a 
stated  price  per  acre-foot,  he  is  rewarded  for  saving  and  penaHzed  for 
wasting.  On  the  contrary,  when  a  farmer's  water-right  contract 
merely  calls  for  sufficient  water  to  irrigate  a  definite  area,  the  canal 
company  receives  the  benefit  of  any  economies  he  practices. 

RESULTS  OF  INVESTIGATIONS 

The  work  of  State  and  Federal  agencies  in  studying  irrigation 
problems  in  a  practical  manner  probably  has  done  more  to  improve 
practice  and  bring  about  a  more  economical  use  of  water  than  an}^ 
other  influence.  So  long  as  ignorance  prevailed  regarding  the  capac- 
itv  of  canals  and  ditches,  transmission  losses,  return  flow,  and  the  use 
of  water  on  farms,  little  could  be  done  to  better  the  situation.  It  was 
not  until  data  were  made  available  concerning  these  and  other  in- 
fluential factors  and  a  fuller  knowledge  was  gained  of  the  relationship 
between  water  applied  and  yield  that  excessive  use  could  be  curtailed. 
Such  investigations  have  been  carried  on  for  30  years  or  more,  and 
their  importance  is  evidenced  by  the  fact  that  they  are  increasing 


28      TECHNICAL  BULLETIN    200,    U.    S.    DEPT.    OF  AGRICULTURE 

rather  than  diminishing  and  that  more  and  more  dependence  is  placed 
upon  the  results  obtained.  For  years  State  administrative  officers 
have  based  the  irrigation  requirements  of  new  projects  on  expert 
knowledge  derived  from  the  results  of  investigations,  and  courts  sel- 
dom issue  decrees  pertaining  to  the  quantity  of  water  required  per 
acre  without  first  having  expert  testimony  bearing  on  the  needs  of 
soils  and  crops  for  water. 

CHARACTER  OF  WORKS 

Many  portions  of  main  canals  in  Idaho,  Washington,  and  Oregon 
which  leaked  badly  have  been  lined  with  concrete.  In  some  of  the 
fruit-growing  sections  of  eastern  Washington  and  eastern  Oregon, 
wooden  pipes,  and  to  a  less  extent  concrete  pipes,  have  been  installed 
to  convey  and  distribute  water.  With  these  exceptions  the  channels 
are  formed  in  earth,  and  great  loss  is  caused  by  absorption  and 
seepage.  Much  water  is  also  wasted  by  deep  percolation  resulting 
from  running  small  streams  in  furrows  and  borders  over  long  distances. 
The  results  of  experiments  conducted  by  the  Bureau  of  PubUc  Roads 
in  cooperation  with  the  State  Land  Board  of  Idaho  on  porous,  gravelly 
soils  near  Rigby,  Idaho,  showed  that  the  quantity  of  water  used  in 
single  irrigations  or  throughout  the  season  increased  as  the  length  of 
run  increased.  In  one  case  when  the  run  was  reduced  from  2,560 
feet  to  853  feet,  a  saving  of  28  per  cent  of  the  water  appHed  was 
effected;  in  another  case  when  it  was  reduced  from  2,570  feet  to  428 
feet  there  was  a  saving  of  32  per  cent ;  while  in  a  third  case  when  the 
run  was  reduced  from  2,359  feet  to  337  feet  there  was  a  saving  of  over 
90  per  cent. 

STATE,  COMMUNITY,  AND  CORPORATE  REGULATIONS 

Public  control  of  the  use  of  water  was  not  adopted  by  the  Western 
States  during  the  earlier  stages  of  irrigation  development.  The  right 
to  appropriate  water  for  beneficial  use  was  recognized  in  connec- 
tion with  the  earliest  developments,  but  for  many  years  no  provi- 
sion was  made  to  determine  the  extent  or  date  of  appropriations  or 
to  provide  agencies  to  protect  appropriators  against  later  claimants. 
Colorado  made  provision  for  the  administration  of  pubhc  water 
supphes  in  1881.  Since  then  each  of  the  17  Western  States,  with 
the  exception  of  Montana,  has  enacted  a  more  or  less  comprehensive 
code  of  laws  governing  the  acquirement  and  estabhshment  of  water 
rights,  equitable  allotments  of  water,  protection  of  rights  and  other 
features  pertinent  to  irrigation,  in  which  the  interest  of  the  pubhc  is 
represented  by  State  officials  or  administrative  bodies.  Although 
the  end  to  be  attained  is  the  same  in  each  State,  the  procedure  and 
the  State  agencies  employed  differ.  This  difference  is  seen  in  the 
States  in  which  the  Columbia  River  Basin  is  located. 

There  is,  in  fact,  in  these  States  a  difference  in  fundamentals. 
Oregon  and  Washington  have  recognized  the  doctrine  of  riparian 
rights  with  important  limitations  noted  hereinafter  as  weU  as  the 
doctrine  of  appropriation;  the  remaining  five  States  have  abrogated 
the  riparian  doctrine  altogether.  In  Wyoming,  the  State  engineer 
and  board  of  control  are  empowered  to  direct  and  supervise  aU 
functions  pertaining  to  water,  the  courts  being  used  mainly  for 
purposes  of  appeal;  in  the  remaining  five  States  (exclusive  of  Mon- 
tana) the  State  engineer  collects  and  presents  the  requisite  data  for 


IRRIGATION   REQUIREMENTS    OF   COLUMBIA   RIVER  BASIN       29* 

determination  by  the  court  in  the  settlement  of  water  rights.  Wy- 
oming, Idaho,  and  Nevada  have  placed  a  maximum  limit  upon  the 
quantity  of  water  which  may  be  appropriated  or  used  for  irrigation 
purposes  but  the  limit  differs  for  each  State.  In  Wyoming  it  is 
1  second-foot  for  70  acres,  but  since  no  time  limit  is  specified,  the 
quantity  of  water  allowed  is  indefinite.  In  a  seasonal  use  over 
100  days  it  would  be  2.8  acre-feet  per  acre;  in  150  days  it  would  be 
4.2  acre-feet.  The  limit  in  Nevada  is  1  second-foot  of  delivered 
water  for  100  acres  and  4  acre-feet  per  acre  for  stored  water  in  the 
reservoir,  while  in  Idaho  it  is  1  second-foot  for  50  acres  of  diverted 
normal  flow  and  5  acre-feet  per  acre  of  diverted  storage  water.  In 
the  opinion  of  the  authors  such  limitations  tend  to  encourage  rather 
than  curtail  excessive  use.  It  is  objected  to  on  the  ground  that 
conditions  are  too  varied  to  make  it  applicable;  that  all  appropri- 
ators  would  insist  on  receiving  the  maximum  allowance,  and  that  the 
limit  fixed  must  of  necessity  be  high  so  as  not  to  injure  many  rights. 

In  its  earlier  stages,  irrigation  was  confined  to  the  more  arid  of  the 
Western  States.  Here  rights  to  water  were  acquired  by  prior  appro- 
priation for  beneficial  use.  In  time  the  courts  confirmed  this  pro- 
cedure and  abrogated  the  common-law  doctrine  of  riparian  rights  as 
unsuited  to  prevailing  conditions.  At  that  time  a  large  territory 
bordering  the  Pacific  Ocean  and  a  larger  territory  on  the  eastern 
slope  of  the  Rockies  forming  the  western  portion  of  the  Great  Plains 
area  was  considered  semiarid  if  not  humid.  It  is  not  surprising, 
therefore,  that  certain  courts  having  jurisdiction  in  these  territories 
based  their  decisions  on  the  riparian  doctrine  in  effect  throughout  the 
humid  portion  of  the  country.  In  course  of  time,  however,  irrigation 
practice  was  extended  far  beyond  the  confines  of  the  strictly  arid 
States,  and  as  a  forerunner  of  this  extension  came  the  adoption  of  the 
doctrine  of  prior  appropriation. 

Thus  for  a  generation  the  Pacific  Coast  States  and  the  Great 
Plains  States  have  been  handicapped  in  having  in  effect  within  the 
same  jurisdictions  two  diametrically  opposed  doctrines  concerning 
the  basis  of  title  to  water  rights,  although  recent  court  decisions  in 
Washington  and  Oregon,  in  sharp  contrast  to  those  in  California, 
have  done  much  to  eliminate  the  confusion  caused  by  the  dual  situa- 
tion in  those  States.  The  one  doctrine  paves  the  way  for  water 
conservation  and  economical  use,  the  other  places  legal  barriers  across 
the  pathway  of  progress.  They  are  thus  contrasted  by  Chandler 
{5,  p.  862):    ^ 

The  western  doctrine  of  prior  appropriation  has  thus  far  met  every  requirement 
and,  owing  to  its  flexibility,  is  certain  to  continue  so  doing.  *  *  *  Tj^e 
recognition  of  riparian  rights  causes  injustice  and  wrong  and  it  is  nowise  suitable 
to  our  conditions. 

On  the  basis  of  the  total  area  of  land  irrigated  in  the  United  States, 
the  acreage  of  land  claiming  riparian  rights  in  1909  was  2.1  per  cent, 
and  in  1919  it  was  1.9  per  cent,  the  trend  being  downward.  In  spite 
of  certain  reactionary  decisions,  the  scope  of  the  riparian-rights 
doctrine  on  the  whole  is  being  definitely  curtailed,  principally  by 
modifications  but  occasionally  by  abrogation.  An  important  limita- 
tion in  Oregon  ^  was  made  to  the  effect  that  the  doctrine  did  not 
apply  to  public  lands  settled  upon  after  passage  of  the  desert  land 

7  Hough  V.  Porter,  51  Or.  318,  95  P.  732,  98  P.  1083. 


30      TECHNICAL  BULLETIN    200,    TJ.    S.    DEPT.    OF   AGRICULTURE 

act  in  1877;  and  in  a  recent  decision  ^  the  act  defining  what  shall  be 
deemed  to  constitute  a  vested  right  in  a  riparian  proprietor,  namely, 
'*  Actual  application  of  water  to  beneficial  use  prior  to  the  passage  of 
this  act  by  or  under  authority  of  any  riparian  proprietor,"  was 
upheld  as  constitutional. 

In  Washington,  furthermore,  where  a  constitutional  provision 
asserts  State  ownership  of  beds  and  shores  of  all  navigable  waters,  it 
was  decided  that  ''common-law  riparian  rights  in  navigable  waters 
*  *  *  have  not  existed  or  been  recognized  in  this  State  since  the 
adoption  of  our  Constitution;"  ^  and  a  recent  decision  ^°  even  further 
modified  the  doctrine  by  declaring  that 

waters  of  nonnavigable  streams  in  excess  of  the  amount  which  can  be  beneficially 
used,  either  directly  or  prospectively,  within  a  reasonable  time  or  ip  connection 
with  riparian  lands,  are  subject  to  appropriation  for  use  on  nonriparian  lands. 

The  effect  of  these  decisions  is  that  both  Washington  and  Oregon, 
w^hile  recognizing  the  modified  doctrine  of  riparian  rights,  nevertheless 
hold  the  riparian  proprietor  to  beneficial  use. 

For  many  years  Montana  had  been  considered  a  riparian-rights 
State,  although  the  early  decisions  had  left  the  matter  open  to  some 
question;  but  all  doubt  was  removed  in  1921  when  the  State  Supreme 
Court,^^  after  carefully  reviewing  the  subject,  concluded — 

that  the  common-law  doctrine  of  riparian  rights  has  never  prevailed  in  Montana 
since  the  enactment  of  the  Bannack  Statutes  m  1865;  that  it  is  unsuited  to  the 
conditions  here.     *     *     * 

Experience  has  shown  that  water  will  perform  a  greater  service  and 
be  used  in  a  more  orderly  and  wise  fashion  if  controlled  and  adminis- 
tered by  specialists  in  that  line.  It  is  now  quite  generally  recognized 
that  the  furnishing  of  water  to  irrigators,  its  control  and  measurement, 
and  the  making  of  equitable  allotments  to  users  are  hydrauHc  problems 
and  that  the  interests  of  a  State  are  best  served  by  placing  men  of  the 
requisite  training  and  experience  in  charge.  Well-considered  legisla- 
tive enactments  have  been  of  great  service  in  establishing  right 
policies  and  in  outlining  proper  courses  of  procedure,  but  these  aids 
to  an  orderly  use  of  water  have  their  Hmitations,  and  in  the  end  the 
heaviest  and  most  continuous  burdens  and  responsibilities  rest  on  the 
State  administrator,  who  is  called  upon  not  alone  to  enforce  the  laws 
but  also  to  deal  out  even-handed  justice  to  thousands  of  water  users. 

It  is  true  that  one  of  the  functions  of  the  judiciary  is  to  determine 
the  quantity  of  water  which  each  lawful  claimant  shall  receive,  but 
no  stream  is  the  same  to-day  as  it  was  yesterday  or  will  be  to-morrow. 
Rivers  rise  and  fall,  floods  and  droughts  occur  irrespective  of  judicial 
mandates.  It  is  wise,  therefore,  to  have  some  administrative  officer 
clothed  with  sufficient  authority  to  meet  situations  as  they  arise. 

That  the  administration  of  water  may  become  a  complicated  prob- 
lem is  revealed  by  the  situation  in  the  Upper  Snake  River  Basin  in 
Idaho.  Here  the  ffow  of  a  large  river  has  to  be  parceled  out  among 
120  main  canals.  This  in  itself  would  not  be  a  difficult  task  if  the  dis- 
charge of  the  river  were  constant  and  the  canals  on  the  same  legal 
status  respecting  priorities.  The  river,  however,  fluctuates  greatly 
because  of  melting  snows'and  rainstorms,  and  the  canals  have  superior 

8  In  re  Hood  River,  114  Or.  112,  227  P.  1065. 

»  State  ex  rel.  Ham,  Yearsley  &  Ryrie  v.  Superior  Court  of  Grant  County,  70  Wash.  442,  126  P.  945,  949. 

10  Brown  et  ux  ».  Chase,  Supervisor  of  Hydraulics,  125  Wash.  642,  217  P.  23. 

11  Mettler  v.  Ames  Realty  Co.,  61  Mont.  152,  201  P.  702,  708. 


IRRIGATION   REQUIREMENTS   OF   COLUMBIA   RIVER  BASIN       31 

and  inferior  rights.  Besides,  a  large  quantity  of  diverted  water  re- 
turns to  the  river  and  is  available  for  reuse.  To  complicate  matters 
still  more  the  excess  flood  waters  of  the  river  are  stored  in  four  large 
reservoirs,  the  combined  storage  capacity  being  over  2,700,000  acre- 
feet  {3).  In  the  case  of  three  reservoirs  the  stored  water  is  conveyed 
over  long  distances  in  the  natural  channel  where  losses  occur  in  vary- 
ing quantities.  The  water  in  the  reservoirs  is  likewise  subjected  to 
losses  by  percolation  and  evaporation  and  to  gains  by  bank  storage. 
Community  and  corporate  regulations  have  been  discussed  in 
previous  bulletins  {8,  12)  and  what  was  there  stated  applies  to  the 
Columbia  River  Basin. 

LAND  RECLAMATION  AND  THE  MONTHLY  AND   SEASONAL  IRRIGA- 
TION REQUIREMENTS 

One  of  the  outstanding  reasons  why  only  a  partial  use  is  being  made 
of  the  77,000,000  acres  of  grazing  land  in  the  Columbia  River  Basin, 
is  the  scarcity  and  high  price  of  alfalfa  hay — a  product  of  the  irri- 
gated farm.  Much  more  of  the  arid  land  of  the  region  could  be 
reclaimed  by  means  of  irrigation.  Notwithstanding  the  aridity  of 
the  climate  over  extensive  areas,  the  basin  has  a  large  run-off,  as  is 
evidenced  by  the  discharge  of  the  Columbia  River  into  the  Pacific 
Ocean,  the  mean  of  which  is  in  round  numbers  164,000,000  acre-feet 
a  year.  The  remainder  of  the  water  supply,  estimated  to  be  140,000,- 
000  acre-feet,  is  absorbed  by  the  roots  of  plants  and  transpired  by 
their  foliage  or  is  evaporated.  At  first  glance  this  appears  to  be  an 
enormous  drain  on  a  valuable  agricultural  resource,  but  in  reahty  it  is 
not  so  because  the  water  yield  from  main  and  tributary  drainage 
areas  on  which  the  bulk  of  the  forests  grow  can  not  be  utilized  for 
farm  crops.  The  potential  value  of  forests  is  so  high  that  they 
should  not  be  sacrificed  on  the  theory  that  productive  farms  will 
replace  them. 

Except  to  a  small  extent  in  favored  localities  having  good  local 
markets,  it  is  more  profitable  and  economical  to  reclaim  for  farming 
purposes  treeless  arid  lands  by  means  of  irrigation  than  to  establish 
farms  on  cut-over  lands  that  are  not  physically  adapted  to  agriculture. 
In  line  with  this  belief,  the  irrigable  lands  of  the  basin  have  been 
selected  almost  wholly  from  nonforested  areas.  On  the  basis  of  the 
avaDable  water  supply,  a  total  of  11,000,000  acres  can  be  reclaimed 
in  the  basin  when  conditions  warrant  the  cost.  The  rate  of  such 
development  will  depend  also  on  the  cost  of  a  water  right  and  the 
labor  and  equipment  necessary  to  make  irrigated  holdings  remimera- 
tive,  as  well  as  on  the  profits  to  be  derived  from  irrigated  farms. 

To  take  cognizance  of  the  varying  conditions  which  affect  water 
requirement  and  at  the  same  time  to  recognize  geographic  position 
and  similarity  of  climate,  products,  soils,  and  types  of  farming,  the 
basin  has  been  separated  into  the  19  subdivisions  shown  in  Figure  1 
by  placing  in  the  same  sub-division,  so  far  as  is  practicable,  all  of 
the  contiguous  arable  lands  requiring  similar  average  quantities  of 
water  for  profitable  crop  production. 

In  anticipation  of  a  time  when  agriculture  will  require  an  extension 
of  the  present  irrigated  area,  the  irrigation  requirements  of  the  above- 
named  19  subdivisions  have  been  carefully  considered  and  a  quantity 
of  water  in  acre-feet  per  acre  has  been  tentatively  allotted  to  each. 
These  allotments  are  given  in  Table  2  and  on  Figure  1.     They  are 


32      TECHNICAL   BULLETIN    200,    V.    S.    DEPT.    OF   AGRICULTURE 

based  on  the  results  of  the  experiments  summarized  in  this  bulletin, 
on  the  anticipated  extension  of  irrigated  area,  and  on  the  expected 
improvements  in  irrigation  practices.  It  is  to  be  noted  that  in  some 
instances  the  allotment  is  less  than  the  quantity  now  used.  In 
making  this  reduction  there  was  no  intention  on  the  part  of  the  au- 
thors to  handicap  water  users  of  future  enterprises  by  granting  too 
little  water  for  their  legitimate  needs;  rather  the  purpose  was  to 
emphasize  the  fact  that  it  is  more  economical  to  expend  labor  and 
money  in  preparing  land  and  providing  faciUties  for  the  application 
of  water  than  to  pay  for  the  excess  of  water  required  for  poorly  pre- 
pared farms. 

Table  2. — Monthly  and  seasonal  net  irrigation  requirements  of  the  various  sub- 
divisions of  the  Columbia  River  Basin 


Divi- 
sion 
No. 

Description  of  division 

Percentage  of  total  seasonal  net  irrigation  require- 
ments in— 

Sea- 
sonal 
net 

Apr. 

May 

June 

July 

Aug. 

Sept. 

Oct. 

Nov. 

irriga- 
tion re- 
quire- 
ment 
per  acre 

1 

Snake  River  Valley  in  Idaho 

Per 

cent 
4 
3 

Per 

cent 
17 
13 

7 

12 

8 
11 

15 

17 

19 
14 

16 
11 

14 
14 
12 

14 

10 
9 
12 

Per 

cent 

23 

32 

35 

34 
38 
18 

23 

25 

22 

25 

22 
29 

20 
24 
26 

23 

18 
19 
20 

Per 

cent 

25 

30 

40 

36 
44 
30 

24 

27 

26 

28 

23 
34 

22 
26 
27 

25 

28 
28 
27 

Per 

cent 
19 
20 

17 

14 
10 
30 

20 

14 

20 
20 

21 
26 

20 

19 
21 

20 

27 
26 
26 

Per 

cent 

11 

2 

1 

2 

Per 

cent 

1 

Per 
cent 

Acre- 
feet 
2  5 

2 

Upper  Snake  River  Valley  in  Idaho. . 

Jackson  Lake  and  upper  Snake  River 

Basin  in  Wyoming  and  Idaho 

2.3 

3 

1.7 

4 

Southwestern   Idaho   and   northern 
Nevada.     ..      _.  ..     ... 

2 

1  9 

5 

Salmon  River  Basin  in  Idaho 

2  0 

6 

Northern  Idaho        ...        

11 

10 

9 

8 
10 

8 

1  5 

7 

Basins  of  the  Bitterroot  and  Missoula 
Rivers  in  Montana 

6 

8 

5 
3 

7 

1 

1 

2  1 

8 

Flathead  Lake  and  River  basins  in 
Montana... 

1  8 

9 

Basins  of  the  Owyhee  and  Malheur 
Rivers  in  Oregon 

2  4 

10 

Northeastern  Oregon 

2  0 

11 

Lower  basins  of  the  Umatilla,  John 
Day,  Deschutes,  and  Hood  Rivers 
in  Oregon 

3 

2  5 

12 

Central  Oregon 

2  4 

13 

Basins  of  the  Yakima  and  Wenatchee 

8 
4 
3 

4 

10 
10 
9 

10 

17 
18 
15 

5 
3 
2 

3 

1 

1 

2  6 

14 

Southeastern  Washington.  ... 

2  1 

15 

Northeastern  Washington... 

2.2 

'16 

Okanogan  River  Basin  in  Washing- 
ton 

2  3 

17 

Lower    Columbia    River    Basin    in 
Washington..     . ... 

1.3 

18 

Willamette  River  Basin  in  Oregon.. . 

1.2 

19 

Puget  Sound  district  in  Washington  i_ 

1.4 

1  Not  in  the  Columbia  River  Basin. 

In  arriving  at  the  extent  of  irrigable  lands  on  which  water  is  to  be 
appUed,  no  deduction  has  been  made  for  nonirrigated  portions.  In 
every  irrigated  district  a  certain  percentage  of  the  total  area  under 
ditch  is  not  irrigated.  This  comprises  roads,  lanes,  building  sites 
corrals,  fences,  ditches,  and  farm  lands  which  for  one  reason  or 
another  are  not  irrigated.  On  the  other  hand,  the  net  seasonal  re- 
quirements as  given  in  Table  2  do  not  include  transmission  or  other 
losses  which  may  occur  between  the  source  of  supply  and  the  margin 
of  farms. 

All  the  reliable  records  available  pertaining  to  the  measured  use  of 
water  on  crops  in  the  Columbia  Kiver  Basin  have  been  compiled  and 


IRRIGATION   REQUIREMENTS   OF  COLUMBIA   RIVER  BASIN       33 

are  herein  appended  in  the  form  of  tables.  These  tables  give  the 
seasonal  and  monthly  use  of  water  on  plots  and  fields.  Some  date 
from  a  time  when  water  for  irrigation  was  relatively  cheap  and 
abundant  and  crude  and  careless  methods  characterized  its  use. 
These  have  been  included  more  on  account  of  their  historical  value 
than  for  any  purpose  they  might  serve  in  determining  future  allot- 
ments for  dry  land. 

The  records  given  in  the  tables  have  been  obtained  from  unpub- 
lished reports  on  this  subject  and  from  the  pubUshed  reports  hsted 
in  Literature  Cited  (p.  54). 


APPENDIX 

USE  OF  WATER  ON  CROPS  IN  THE  COLUMBIA  RIVER  BASIN,  IRRIGATION  WATER 
APPUED,  RAINFALL,  AND  CROP  YIELDS  IN  IDAHO,  OREGON,  WASHINGTON,  MON- 
TANA, AND  BRITISH  COLUMBIA 

Table  3. — Irrigation  water  applied,  rainfall,  and  crop  yields  in  the  Snake  River 

Valley,  Idaho  * 

ALFALFA 


Year 


Soil 


Application  of  water  in— 


ftJ2 
rr,  H 


Water  received 
by  crop 


1906 
1906 
1908 
1910 
19B0 
19H) 

1910 
19H) 
19K) 
1910 
19H) 
1910 

1910 
19H) 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
19M) 
1910 
1911 
1911 
1911 
1911 
1911 
1911 
1911 
1911 
1911 
1911 
1911 

1911 
1911 
1911 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1913 
1913 
1913 


Feet 


Medium  clay  loam.. 

do - 

Impervious  clay 

loam 

do. 

do 

Uniform  clay  loam.. 

.—do 

—.do 


Impervious     clay 

loam 

....do 

Uniform  clay  loam.. 
Mediiun  clay  loam.. 

....do 

.-..do 

....do 

Very  gravelly. 

do 


Very  sandy. 

do 

do 

do 


Medium  clay  loam.. 
Very  sandy  loam . . . 
Medium  clay  loam.. 

do 

do 

do 

.-.do... 


Shallow  clay  loam.. 

..-.do 

do 

Impervious       clay 
loam 

Very  gravelly 

do 

do. 

Medium  clay  loam.. 
do 


Shallow  clay  loam. 

do... 

do 

Deep  clay  loam 

do 


Medium  day  loam. 
do 

Clay  loam... 

do 

Deep  clay  loam 

Clay  loam 

do.. 


3,572 
3,572 

2,367 
2,367 
2,367 
4,742 
4,742 
4,742 

2,482 
2,482 
2,607 
3,800 
3.800 
3,800 
3,572 
4,949 
4,949 
4,497 
4,497 
4.497 
4,949 
3,572 
3,700 
3,750 
3,800 
3,800 
3,825 
3,825 
3,800 
3,800 
3,800 

2,607 
4,949 
4,949 
4,949 
3,572 
3,572 
3,800 


3,750 

3,750 

3,800 

3  i 

2^607 

2,607 

4,300 

4,550 

4,550 


Acres 

40.00 

21.06 

Plot 

3.72 

3.56 

2.81 
3.69 
2.84 
3.20 
3.16 
3.37 


6.21 

5.08 

2.92 

2 

3.38 

.98 
2.51 
6.77 
3 

4.15 
4.29 
10.65 

.97 


No. 


Feet 


Feet 


Feet 


1 

2 

4, 

4, 

4 

4 

4 

5.381 

3.85 

9.39 

5, 

5.73 

10.65 

.57 

.37 

24 

38 


4, 

3, 

3. 

4, 

5, 

6 

7, 

4.77 

6.10 

3.61 

2.70 

3.45I 


0.31 


.51 
.48 
.43 
.81 


27 


0.17 
.56 
.34 

.17 
.48 
.26 
.40 
.40 
.59 

.67 
.49 
.41 
.55 
.60 
.79 
1.62 
1.01 
2.33 
.51 
.48 
.43 
1.02 
.41 
.35 
.61 
.71 
.88 
.38 
.97 
.30 
.31 
.45 

.44 
.81 
1.07 
L47 
.48 
.62 
.41 
.41 
.71 
.34 
.46 
.54 
.71 
.31 
.42 
.56 


0.55 
.19 

.78 
.74 

.53 
.65 
l.W 
.23 
.68 
.50 

.17 

.50 

.48 

1.19 

2.05 

.92 

.63 

2.22 

1.04 


.21 
.51 

.41 

2.50 

2.50 

2.80 

.70 

.68 

.57 

1.15 

.59 

'."45 


.55 
.83 
.57 
.33 
.49 


Feet 
0.43 


.54 

.53 

1.02 

.54 
.90 
.92 
.42 
.30 
.50 

.84 

.63 

1.16 


1.27 

.77 

3.26 

2.21 

.59 

1.35 

1.98 

3.16 

1.41 

.97 

L16 

.58 

.87 

.57 

.81 

.43 

.85 

1.07 

1.33 
.97 

2! 

1.13 

1. 
.53 
.47 
.80 


.70 
.75 


.48 
.50 
.94 


Feet 

0.55 

.32 

.40 


Feet 
0.65 


.33 
.53 
.93 
.36 
.57 
.63 

.43 

.33 

.46 

.60 

1.40 

1.73 

.80 

1.42 

1.34 


2.70 
1.09 
.55 
.62 

".'77 
.36 
.51 

1.23 
.52 
.52 


2.12 
2.85 
2.93 
.22 
.55 
.83 
.48 
1.05 

"."45 
.47 
.61 
.75 

1.28 
.75 
.45 
.53 


24 


,30 


.67 


.65 
.35 


.48 


60 


53 


.41 


Feet 
1.63 
.87 
1.85 
1.87 
2.10 

1.89 
2.85 
.3.45 
1.41 
1.95 
2.22 

2.11 
2.25 
2.82 
2.34 
4.05 
4.71 
4.49 
9.40 
6.92 
L61 
2.65 
4.82 
11.20 
4.00 
2.61 
3.26 
1.29 
2.52 
1.31 
2.77 
1. 
2.33 
2.55 

3.81 
6.40 
7.22 
11.53 
2.53 
2.93 
2.34 
2.51 
3.15 
1.06 
1.80 
1.71 
2.07 
1.87 
2.89 
2.36 
1.28 
1 


,223 
,02i 


4.38 


See  footnotes  on  p.  38. 
34 


IRRIGATION   REQUIREMENTS   OF   COLUMBIA   RIVER   BASIN       35 


Table  3. — Irrigation  water  applied,  rainfall,  and  crop  yields  in  the  Snake  River 

Valley,  Idaho — Continued 


ALFALFA.— Continued 


Year 

Sou 

'2 

s 

i 

Application  of  water  in— 

Water  received 
by  crop 

1 

•s 

i 

^^ 

. 

3 
< 

g 
< 

1 

1 

< 

^ 

S 

1 

< 

e 

1 

1913 
1913 
1913 
1913 
1913 
1913 
1913 
1913 
1913 
1913 

Deep  loam  clay 

Uniform  clay  loam. . 

do 

do 

Deep  sandy  loam... 

Uniform  clay  loam. . 

do 

do 

Feet 

4,850 
4,850 
3,572 
3,572 
3,572 
4,700 
4,700 
4,570 
4,570 
4,570 

Acres 

5.12 

6.60 

.50 

.48 

.54 

2.69 

3.70 

3.12 

2.82 

4.05 

No. 
3 
4 

7 
10 
13 
1 
1 
2 
2 
3 

Feet 

Feet 
.99 
1.20 
.82 
1.11 
1.21 
1.51 
1.88 
.48 
.93 
.51 

Feet 

"'17 
.44 
.48 
.50 

Feet 
1.00 
1.49 
.50 
.85 
.96 

l."38 

.78 

.77 

Feet 
.47 
.88 
.22 
.61 
.44 

""."66 

Feet 

"."23 



"I" 

Feet 
2.46 
3.74 
1.98 
3.05 
3.34 
1.51 
1.88 
1.86 
1.71 
1.94 

Foot 
.61 
.61 
.20 
.20 
.20 
.65 
.65 
.65 
.65 
.65 

Feet 
3.07 
4.35 
2.18 
3.25 
3.54 
2.16 
2.53 
2.51 
2.36 
2.59 

Tons 
4.00 
3.68 
5.85 
6.99 
7.51 
«2.60 
«2.84 
3.90 
4.10 
3.89 

Ref. 
No. 

RED  CLOVER 

1910 

Very  gravelly 

4,949 

8.40 

9 

2.06 

2.75 

1.14 

2.45 

8.40 

0.20 

8.60 

4.85 

4r 

CLOVER 

1911 

Very  gravelly 

4,949 

4.32 

7 

1.11 

1.54 

0.64 

3.32 

1 

6.61 

0.58 

7.19 

3.25 

4 

TIMOTHY  AND  CLOVER 

1911 
1911 
1911 

Sandy  loam 

do 

do 

2,547 
2,547 
2,547 

5.43 
5.46 
4.53 

7 

8 
9 

0.49 
.60 

0.48 
.56 

0.84 
.88 

0.50 

.98 

0.95 
1.42 

3.26 
4.44 
6.04 

0.57 

.57 
.57 

3.83 
5.01 
6.61 

4.63 
4.57 
3.84 

4 
4 
4 

WHEAT 

1906 

22.52 

18.59 

20.80 
1.0 
1.0 
1.0 
1.0 

Plot. 

Plot. 

Plot. 

.59 

.77 

5.06 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 
3.16 
3.07 
4.11 
2.72 
4.76 
4.96 
4.94 
4.79 
4.98 
.62 
.64 
3.59 
7.49 
2.56 

3 
2 
2 
3 
2 
3 
3 
3 
2 
1 
3 
4 
2 
5 
6 
4 
5 
6 
4 
5 
7 
4 
5 
1 
1 
2 
4 
4 
4 
4 
3 
5 
2 
2 
2 

0.75 

1.25 
.67 
.28 

.28 

2.00 

1.12 

.61 

.98 

.58 

1.25 

.79 

.72 

.45 

.25 

1.27 

1.84 

1.44 

1.21 

1.44 

.95 

1.10 

1.60 

.91 

1.09 

1.79 

3.20 

3.96 

.76 

1.05 

2.93 

2.40 

2.27 

2.30 

4.73 

.91 

1.79 

.64 

1.12 

1.19 

0.39 
.39 
.50 
.15 
.15 
.13 
.15 
.34 
.33 
.33 
.15 
.15 
.16 
.15 
.15 
.15 
.15 
.15 
.15 
.15 
.15 
.20 
.20 
.19 
.19 
.19 
.20 
.20 
.20 
.20 
.33 
.33 
.46 
.46 
.67 

2.39 
1.51 
1.11 
1.13 

.73 
1.38 

.94 
1.06 

.78 

.58 
1.42 
1.99 
1.60 
1.36 
1.59 
1.10 
1.25 
1.75 
1.06 
1.24 
1.94 
3.40 
4.16 

.95 
1.24 
3.12 
2.60 
2.47 
2.50 
4.93 
1.24 
2.12 
1.10 
1.68 
1.76 

Bush. 

<  636.0 

<38.5 

^34.3 

3^6.5 

3ni.2 

3^3.2 

3<8.7 

U8.2 

<6.9 

<5.9 

25.7 

26.4 

67.2 

33.3 

33.5 

23.8 

32.2 

34.-4 

30.4 

35.0 

37.6 

35.8 

39.0 

27.8 

26.9 

27.3 

10.0 

11.1 

11.3 

32.7 

31.0 

31.5 

63.2 

53.4 

49.0 

24 

1906 

0.45 

"6."33 

24 

1906 

24 

1907 

.40 
.33 

.30 

.25 

1907 

1907 

.80 

.28 

.45 

1907 

.22 

.25 

.29 
.47 

1908 

1908 

1908 

1910 
1910 

Medium  clay  loam . 

do 

do.... 

do 

do 

do 

do 

:''"'do'."""":"" 

do... 

.—-do 

Gravelly  clay 

do 

Very  sandy 

3,572 
3,572 
3,800 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,  572 
4,949 
4,949 
4,497 
4,497 
4,497 
4,949 
4,949 
4,949 
4,949 
3,572 
3,572 
3,750 
3,750 
2,607 

.29 
.30 
.74 
.25 
.25 
.27 
.27 
.31 
.28 
.23 
.26 

.41 
.42 
.70 
.43 
.41 
.54 
.37 
.51 
.51 
.48 
.72 
1.59 
1.58 

"i.'05 
2.93 
1.27 
1.24 
1.31 
2.44 
.66 
.75 
.40 
.59 
.90 

.57 
1.12 

1910 

1910 

.53 
.78 
.14 
.46 
•    .78 
.12 
.38 
.81 
1.61 
2.38 
.76 

1910 

1910 

1910 

1910 

1910 

1910 

1910 

1910 

1910 

1910 

1910 

do 

do 

Very  gravelly 

do. 

-    do 

1910 

1910 

.47 
.51 
.37 

2.29 
.25 

1.04 
.24 
.53 
.29 

.66 
.52 
.62 

1910 

1910 

1910 

do. 

Medium  clay  loam . 
do 

1911 

1911 

1911 

do. 

do... 

Sandy  loam 

1911 

1911 

See  footnotes  on  p.  38. 


36       TECHNICAL  BULLETIN    200,    U.    S.    DEPT.    OF   AGRICULTURE 


Table  3. — Irrigation  water  applied,  rainfall,  and  crop  yields  in  the  Snake  River 

Valley,  Utah — Continued 


WHEAT— Continued 


Year 

Soil 

1 

< 

1 

i 

o 

1 

Application  of  water  in— 

Water  received 
by  crop 

1 

•s 
12 

I 

1 

< 

1 

t-» 

1 

< 

4 
^1 

in 

I2 

1 

1911 
1911 

Medium  clay  loam. 

"I"do"""I""'I" 

Sandy  loam.. 

do 

Very  gravelly 

Sandy  loam 

do 

Medium  clay  loam_ 

do 

do 

-.-do 

do 

do 

do 

Il.-do'-'-II--- 

Feet 

3,572 

3,572 

3,572 

3,572 

3,572 

3,572 

4,949 

4,949 

4,949 

2,400 

2,460 

3,572 

3,572 

3,572 

3,572 

3,572 

3,572 

3,572 

3,572 

3,572 

3,572 

3,750 

3,800 

4,000 

4,000 

3,800 

2,607 
2,607 
4,300 
4,300 
4,700 
4,550 
4,550 
3,572 
3,572 
3,672 
3,572 
3,572 
3,572 
4,550 
4,550 
3,550 

Acres 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

14.91 
9.83 

15.51 
6.21 
5.55 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 
4.41 
6.09 
7.72 
4.16 
8.27 

1.42 
3.57 
4.19 
3.18 
3.07 
3.01 
4.17 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 
3.53 
6.06 
4.45 

No. 
6 
4 
4 
5 
3 
4 
3 
3 
3 
3 
2 
6 
7 

10 
4 
6 
7 
4 
6 
7 

10 
3 
3 
3 
4 
2 

3 

4 
3 
2 
3 
2 
3 
4 
5 

I 

6 
9 
5 
4 
5 
0 

( 
4 

Feet 

Feet 

Feet 

1.24 

.84 

.74 

1.43 

.83 

.80 

1.36 

1.13 

Feet 
.28 
.90 
.63 
.43 
.32 
.65 

2.05 
.98 
.52 
.46 

■f, 

.94 
1.17 
.26 
.95 
.92 
.24 
.83 
.87 
1.05 
.68 
.84 
.33 
.61 
.38 

.58 
.70 
.31 
.45 
.77 
.51 
.51 
.53 
.72 
1.06 
1.12 
.58 
1.02 
.73 
.68 
.63 

Feet 

Feet 

Feet 
1.52 
1.74 
1.37 
1.86 
1.15 
1.45 
5.34 
3.47 
1.38 
1.19 
1.37 
1.81 
2.38 
2.64 
1.18 
2.12 
2.22 
1.27 
1.82 
2.14 
2.44 
1.66 
1.21 
1.44 
1.60 
1.16 

.95 

1.18 

1.39 

1.00 

2.28 

1.00 

1.62 

.98 

1.18 

1.86 

2.20 

1.10 

1.84 

2.34 

2.68 

3.29 

.00 

.63 

.25 

.66 

.55 

.54 

.81 

2.24 

.00 

1.38 

Foot 
.33 
.33 
.33 
.33 
.33 
.33 
.68 
.58 
.58 
.67 
.67 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.32 
.32 
.31 
.31 
.31 

.69 
.69 
.61 
.61 

Feet 
1.86 
2.07 
1.70 
2.19 
1.48 
1.78 
5.92 
4.06 
1.96 
1.76 
1.94 
2.10 
2.67 
2.93 
1.47 
2.41 
2.51 
1.56 
2.11 
2.43 
2.73 
1.98 
1.53 
1.76 
1.91 
1.47 

1.64 
1.87 
2.00 
1  fil 

Bmh. 

22.8 

26.1 

23.1 

18.8 

28.5 

30.6 

30.0 

31.6 

20.9 

43.96 

49.6 

24.1 

27.5 

33.7 

29.6 

24.7 

29.5 

24.6 

26.6 

26.6 

30.8 

43.8 

24.1 

37.65 

28.60 

82.9 

37.32 
38.38 
35.32 
51.57 
31.59 
24.24 
25.77 
28.4 
25.6 
42.9 
60.6 
42.2 
59.0 
17.13 
18.72 
20.45 
7  18.8 
7  19.2 
722.7 
723.5 
723.9 
7  26.6 
7  20.5 
7  27.9 
7  24.4 
7  27.8 

4 
4 

1911 

4 

1911 

4 

1911 

4 

1911 

4 

1911 
1911 

1.93 
1.36 

.86 



4 
4 

1911 

4 

1911 

.73 

.91 

1.04 

1.44 

1.47 

.92 

1.17 

1.30 

1.03 

.99 

1.27 

1.39 

.48 

.37 

1.11 

.99 

.78 

.37 

.48 
.70 
.55 
.88 
.49 
.63 
.45 
.46 
.80 
1.08 
.52 
.82 
.26 
.96 
.58 

4 

1911 

4 

1912 
1912 



4 

4 

1912 

4 

1912 

4 

1912 

4 

1912 

4 

1912 

4 

1912 

4 

1912 

4 

1912 

do.... 

Deep  clay  loam 

Shallow  clay  loam.. 
Clay 

4 

1912 
1912 

.50 

4 
4 

1912 

4 

1912 

Medium  clay  loam . 

Impervious       clay 

loam __ 

4 

1912 
1912 

4 

4 

1912 

do 

Medium  clay  loam. 
do 

Deep  clay  loam 

Clay  loam 

4 

1913 
1918 

.38 

4 
4 

1913 
1913 

.63 

.61    2.89 
.61-  1  fii 

4 
4 

1913 
1913 
1913 

do 

Uniform  clay  loam  . 

do 

do 

do 

do 

do 

.48 

.61 
.20 
.20 
.20 
.20 
.20 
.20 
.61 
.61 
.61 
.26 
.26 
.26 
.26 
.26 
.26 
.26 
.26 
.26 
.26 

2.23 

1.18 

1.38 

2.06 

2.40 

1.30 

2.04 

2.95 

3.29 

3.90 

.26 

.89 

.51 

.92 

.81 

.80 

1.07 

2.50 

.26 

1.64 

4 
4 
4 

1913 

4 

1913 

4 

1913 

4 

1913 

4 

1913 

.65 
.20 
.66 

.70 

.84 

1.42 

4 

1913 
1913 
1914 

-I-do.-"-""-- 

Medium  clay  loam .  _ 

4 
4 

1914 

-I-do.-----"] 

do 

do 

do 

do 

do 

do 

do 

1914 

1914 

1914 

1914 

1914 

1914 

1914 

1914 

OATS 


Medium  clay  loam . . 

do 

do 

do.. 

Impervious       clay 
loam 

--Ido-'-----; 

Sandy  loam 

do... 


See  footnotes  on  p.  38. 


3,572 
3,572 
3,572 
3,672 

4,742 
4,742 
4,742 
3,  r  ' 
3,968 


6.52 
36.79 

5.92 
.96 
.96 

4.48 

1. 

3.46 
3.44 
3.66 
3.91 
3.73 


0.28 
.34 
.44 
.45 


1.33 
.90 


.33 
.37 

.67 


1. 10     .  38 


2.44 
2.02 
1.33 
1.10 
1.46 
1.77 
2.49 


1.22 
1.70 
2.13 
2.20 


0.39 
.39 
.39 
.16 
.15 
.16 
.15 

.20 
.20 
.20 
.12 
.12 


2.83 
2.41 
1.72 
1.25 
1.60 
1.92 
2.64 

1.19 
1.42 
1.90 
2.25 
2.32 


135.7 
<56.3 
M4.0 
52.6 
58.6 
54.6 
73.7 

44.6 
49.7 
54.3 
22.8 
27.7 


IRRIGATION   REQUIREMENTS    OF    COLUMBIA    RIVER   BASIN        37 

Table  3. — Irrigation  water  applied,  rainfall,  and  crop  yields  in  the  Snake  River 

Valley,  Idaho — Continued 

OATS— Continued 


Soil 


Impervious 

loam 

do 

do 


clay 


Very  gravelly 

do -. 

Sandy  loam 

Medium  clay  loam . 

do 

do 

do 

do 

.—do 

do 

Sandy  loam 

Clay  loam 

Sandy  loam 

Impervious       clay 

loam 

do 


clay 


Clay  loam.. 
Impervious 

loam 

do 

.....do 

Sandy  loam 

Very  gravelly 

Sandy  loam 

Clay  loam 

Medium  clay  loam 

do 

do 

do 

do 


Uniform  clay  loam 

do 

do 

do 

do... 

do. 

do 

do 


Medium  clay  loam. 

.-..do... 

—  .do 


.do. 
.do. 
-do. 
.do. 


Feet 

2,482 
2,482 
2,482 
4,742 
4,949 
2,460 
3,752 
3,752 
3,750 
3,750 
3,750 
3,825 
3,825 
3,968 
4,100 
3,700 

2,600 
2,600 
2,460 

2,607 


330 
547 
000 
572 
3,572 
3,572 
4,300 
4,300 
4,700 
4,700 
4,700 
4,  550 
3,572 
3,572 
3,572 
4,570 


Acres 


36 

56 

09 

78 

93 

61 

.63 

.61 

5.80 

4.82 

7.02 

6.10 

4.03 

4.15 

4.98 

4.17 

2.03 
2.03 
2.37 

4.56 

1.35 

3.69 

2.55 

4.03 

4.16 

3.86 

.38 

.39 

.33 

6.25 

2.27 

4.73 

4.80 

4.90 

5.06 

.95 

.49 

.49 

4.35 


No. 


Application  of  water  in— 


Feet 


Feet 

.48 
.42 


.29 


.35 


21 


.63 


Feet 
.49 
.52 
.53 
2.15 
1.83 
.21 
.71 
.60 
.79 
.78 
.35 
.69 
.64 
.89 
.64 
.72 

.26 
.17 

.75 

.26 

.32 

.47 

2.00 


1.04 
1.24 
.78 
.83 
1.21 
.37 
.41 
.23 
.36 
.50 


Feet 
.15 
.28 
.33 

1.00 
.65 
.51 
.25 
.93 
.37 
.63 
.44 
.48 

1.63 

1.00 

".'§3 

.41 
.49 
.33 

.30 
.30 
.30 

1.64 

2.08 
.27 
.19 
.49 
.75 
.82 
.45 
.42 
.23 
.90 

1.07 
.89 
.42 
.51 

1.09 
.72 


Feet 


30 


2.30 
1.11 


.25 
.39 
.32 


.57 


-I 


Feet 


Water  received 
by  crop 


•C.2 


Feet 
1.12 
1.22 
1. 45 
4.14 
3.26 
1.01 

.96 
1.53 
1.16 
1.41 
1.44 
1.17 
2.27 
1.89 

.64 
1.05 

.83 
.97 


Foot 
.23 
.23 
.23 
.20 
.20 
.25 
.33 
.33 


.27 
.27 
.52 
.48 
.44 

.34 
.34 
.57 

.57 
.57 
.57 
.58 
.52 
.57 
.31 
.29 
.29 
29 
.61 
.61 
.61 
.61 
.61 
.61 
.20 
.20 
.20 
.65 
.26 
.26 
.26 
.26 
.26 
.26 
.26 
.26 


Feet 
1.35 
1.45 
1.68 
4.34 
3.46 
1.26 
1.29 
1, 
1.62 
1.87 
1.90 
1.44 
2.54 
2.41 
1.12 
1. 

1.17 
1.31 
1.65 

1.13 
1.19 
41.34 
6.52 
3.71 
1.88 
1.74 
1.56 
1.87 
2.32 
1.89 
2.21 
1.39 
1.87 
2.18 
1.50 
1 

1.81 
2.94 
1. 

.26 

.57 

.69 

1.00 

.72 

.73 

1.04 

1.25 

.26 

2.46 


Bush. 

21.8 
33.8 
29.4 
34.2 
22.0 
58.0 
36.6 
39.8 
64.3 
51.9 
65.3 
63.2 
68.9 
50.8 
76.5 
35.0 

31.0 
33.5 
73.0 


28. 

34. 

31. 

68. 

45. 

59. 

25. 

84. 

76. 

89. 

44. 

49. 

41. 

41. 

41. 

36. 

43. 

43. 

51. 

33. 
7  25. 
7  29. 
7  29. 
7  28. 
7  33. 
735. 
7  27. 
739. 
731. 
740. 


BARLEY 


1906 

7.07 
.96 
.97 
.97 
.33 
.31 

1.41 
.75 
.74 
.65 
.69 
.60 

3 
4 
5 
2 
3 
5 
2 
3 
5 
1 
2 
3 

0.40 
.28 
.35 

0.46 
.65 
.71 
.67 
.84 
.99 
.75 
.94 

1.54 

".'39 
.60 

0.28 
.38 
.82 
.28 
.22 
.53 

1.14 

1.31 

1.88 

.95 

1.06 

1.52 

1.37 

2.67 

2.75 

.39 

.82 

1.43 

0.39 
.15 
.15 
.33 
.29 
.29 
.20 
.20 
.20 
.20 
.20 
.20 

1.53 
1.46 
2.03 
1.28 
1.35 
1.81 
1.57 
2.87 
2.95 
.59 
1.02 
1.63 

*43.0 

36.7 
40.5 
40.0 
85.0 
90.0 
25.6 
25.5 
32.8 
44.7 
41.5 
48.2 

25 

1910 
1910 

Medium  clay  loam.. 
do 

do 

Uniform  clay  loam. . 

do 

do 

do 

do. 

.    .do 

3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3.572 
3,572 
3,572 
3,572 

1911 

191? 

^9^?. 

1913 

"6.'65 
.64 

.62 
.48 
.57 
.39 
.43 
.53 

1913 

.60 

1913 

1913 
1913 

1913 

.30 

See  footnotes  on  p.  38. 


38      TECHNICAL  BULLETIN    200,    U.    S.   DEPT.    OF   AGRICULTURE 

Table  3. — Irrigation  water  applied,  rainfall,  and  crop  yields  in  the  Snake  River 

Valley,  Idaho — Continued 

POTATOES 


Year 

Sou 

o 

1 

i 

< 

•+3 

Application  of  water  in— 

Water  received 
by  crop 

•s 

2 

1 

3 

I 

1 

^ 
% 

t-» 

Hi 

< 

li 

Is 

1 

2 
.2 

1907 

Feet 

Acres 

1.0 

Plot. 

No. 
3 
1 
0 
1 
0 
1 
5 
4 
6 

Feet 

Feet 

Feet 

Feet 

0.76 

.34 

Feet 
0.28 

Feet 

Feet 
1.04 

.34 
0 

.44 
0 

.17 
1.84 
1.63 
1.91 

Foot 
0.15 
.37 
.26 
.26 
.26 
.26 
.26 
.26 
.26 

Feet 

1.19 

.71 

.28 

.70 

.26 

.43 

2.10 

1.89 

2.17 

Sacks 
»«8.48 
"17.09 
7  67.8 
7  88.0 
7  69.6 

7110.0 

7 157.  6 
7  142.2 
7  120.8 

Ref. 

No. 

14 

1908 

1914 

Medium  clay  loam  _ 

1914 

do.... 

do 

do.... 

do 

.....do. 

do 

1914 

1914 

1914 

~ 

1914 

"" 

1914 

SUGAR  BEETS 


1906 


14.0 


0.83 


0.52 


0.56 


1.91 


0.53 


2.44 


Tons\ 
15.92 

i 


24 


1  All  experiments  included  in  this  table  for  the  years  1910  to  1913,  inclusive,  were  made  under  a  coopera- 
tive agreement  between  the  Idaho  State  Board  of  Land  Commissioners  and  the  Bureau  of  Public  Roads. 
A  part  of  the  experimental  work  was  conducted  at  the  Gooding  Experiment  Station,  the  Bureau  of  Public 
Roads  and  the  Universitv  of  Idaho  Experiment  Station  cooperating.  Other  experiments  were  conducted 
on  the  farms  throughout  southern  Idaho. 

2  First-ye^r  crop  clipped  only. 

3  Soil  was  shallow  clay  loam  grading  into  hardpan.  Yields  were  light  because  soil  was  new  and  lacked 
humus. 

<  These  experiments  were  conducted  under  a  cooperative  agreement  between  the  Bureau  of  Public 
Boads,  United  States  Department  of  Agriculture,  and  the  University  of  Idaho  Experiment  Station. 
«  Two  cuttings  only. 

6  Waste  water  included. 

7  From  impublished  reports  of  cooperative  work  on  plots  ne-ar  Twin  Falls,  Idaho,  in  1914,  1915,  and 
1916,  by  the  Bureau  of  Public  Roads,  the  South  Side  Twin  Falls  Canal  Co.,  and  other  local  organizations, 
but  because  of  shallow  soil  overlying  basaltic  rock,  ground  water  increased  with  each  irrigation,  rendering 
the  second  and  third  vear  experiments  of  doubtful  value  and  for  this  reason  the  results  of  the  work  done 
in  1915  and  1916  are  not  here  included. 

Table  4. — Dates  of  first  and  last  irrigations,  water  applied,  rainfall,  and  crop  yields 
in  the  Snake  River  Valley,  Idaho  ^ 

alfalfa 


Year 


Water  receiv 

edby 

Alti- 
tude 

Area 
irri- 
gated 

Irri- 

tiOBS 

First  irri- 
gation 

Last  irri- 
gation 

crop 

Irriga- 
tion 

Rain- 
fall 

Total 

Num- 

Feet 

Acres 

ber 

Feet 

Foot 

Feet 

3,572 

5.75 

2 

May    7 

June  19 

1.31 

a  15 

L46 

4.949 

2.33 

4 

May    3 

Aug.  12 

6.35 

.20 

6.55 

2.482 

6.32 

7 

May    7 

Aug.  30 

1.43 

.25 

1.68 

3,572 

.94 

3 

May  10 

Aug.  23 

L78 

.33 

2.11 

3,572 

.93 

6 

...do..... 

Sept.  15 

3.33 

.33 

3.66 

4,949 

5.45 

4 

May  22 

Aug.     7 

5.40 

.58 

5.98 

4,100 

9.98 

1 

May  20 

.99 

.48 

1.47 

3,700 

2.65 

6 

May  10 

Sept.    6 

1.89 

.44 

2.33 

2,607 

4.94 

9 

Apr.  26 

Sept.  14 

2.14 

.57 

2  71 

2.607 

4.21 

11 

Apr.   25 

...do....- 

3.51 

.57 

4.08 

3,800 

4.96 

5 

May    8 

Sept.  20 

3.16 

.27 

3.43 

3,825 

4.78 

5 

May  14 

Aug.  28 

3.21 

.27 

3.48 

3.750 

3.72 

4 

May  31 

Aug.  25 

2.68 

.45 

3.13 

3,750 

3.76 

6 

May  19 

Sept.  15 

3.79 

.45 

4.24 

4,949 

4.36 

5 

May  31 

Aug.  13 

1.98 

.71 

2.69 

Liter- 


1910 
1910 
1910 

1911 
1911 
1911 
1911 
1911 
1911 

1911 
1911 
1911 
1911 
1911 
1912 


Medium  clay  loam. 

Very  gravelly 

Impervious    clay 

loam 

Medium  clay  loam. 
do 


Very  gravelly 

Deep  clay  loam 

Very  sandy  loam. . 
Impervious    clay 

loam 

do 

Medium  clay  loam. 

do- 

do 

do 

Gravelly 


Tons 
3.30 
3.78 

2.85 
3.77 
5.30 
1.99 
3.10 
1.50 

2.11 
3.93 
»5.76 
4.97 
4.56 
6.00 
2.52 


Ref. 
No. 


See  footnotes  on  p.  43. 


IRRIGATION   REQUIREMENTS    OF    COLUMBIA   RIVER   BASIN       39 

Table  4. — Dates  of  first  and  last  irrigations,  water  applied,  rainfall,  and  crop  yields 
in  the  Snake  River  Valley,  Idaho — Continued 

ALFALFA— Continued 


Year 


1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1913 
1913 
1913 
1913 
1913 
1913 
1913 
1913 
1913 
1913 
1913 
1913 


Soil 


Gravelly . 

do..-. 

do.... 

do.... 

do.... 


Medium  clay  loam. 

—  -do 

...-do 

—  -do 

--.do 

Deep  clay  loam 

Shallow  clay  loam- 
Medium  clay  loam, 
.-..do. 

do. 


Clay  loam 

Deep  clay  loam. 
do 

do ... 


Alti- 
tude 


Feet 
4,949 
4,949 
4,949 
4,949 
4.949 
Clay  loam 2,607 


Medium  clay  loam. 
Uniform  clay  loam- 

do 

Deep  clay  loam 

do 


3,572 

3,572 

3,572 

572 

800 

750 

800 

572 

572 

572 

500 

850 

4,300 

4,300 

4.100 

4,200 


4.700 


Area 
irri- 
gated 


Acres 

4.94 

4.75 

3.68 

2.65 

2.13 

3.62 

3.50 

5.31 

7.06 

26.25 

6.78 

7.68 

10.32 

7.24 

5.85 

3.85 

1.42 

2.65 

15.  67 

.37 

.59 

.37 

.58 

7.71 

4.82 

14.28 

Plot 

Plot 

Plot 

3.44 

7.52 

3.82 

5.77 

71.27 

18.96 

21.62 

20.87 

3.58 


Num- 
ber 
3 
6 
4 
4 
4 


Irri- 
ga- 
tions 


10 


First  irri- 
gation 


June  21 
June  1 
June  4 
June  5 
June  4 
May  16 
May  14 
May  13 
May  15 
May  16 
May  21 
May  18 
May  26 
May  21 
May  16 
May  18 
May  19 
May  20 
May  16 
May  27 
May  14 

.  —do--. 
13     May  15 

"  May  16 
May  24 
May  27 
May  22 
May  21 
May  10 
May  30 
May  29 
May  26 
May    4 


May  26 


Last  irri- 
gation 


Aug.  14 
— do— 
Aug.  13 
Aug.  14 
Aug.  13 
Aug.  18 
Sept.  18 
Aug.  29 
Sept.  2 
Sept.  8 
Sept.  9 
Sept.  14 
Sept.  15 
Aug.  20 
—.do—. 
Sept.  25 
July  11 
Aug.  25 
Sept.  21 
July  10 
July  18 
Aug.  1 
Aug.  9 
Sept.  10 
Aug.  22 
Aug.  29 
Aug.  16 
— -do— . 
Aug.  15 
Aug.  27 
July  31 
Aug.  8 
Aug.  24 


Water  received  by 

crop 

Yield 

Irriga- 
tion 

Rain- 
fall 

Total 

Feet 

Foot 

Feet 

Tons 

2.03 

.71 

2.74 

1.48 

2.58 

.71 

3.29 

1.58 

3.05 

.71 

3.76 

1.82 

3.31 

.71 

4.02 

2.00 

6.72 

.71 

7.43 

2.50 

2.96 

.69 

3.65 

4.11 

5.66 

.69 

6.35 

3  5.92 

3.40 

.69 

4.09 

3  4.67 

3.26 

.69 

3.95 

3  4.67 

3.37 

.69 

4.06 

3  3.19 

3.80 

.69 

4.49 

3  3.63 

4.02 

.69 

4.71 

3  3.63 

3.10 

.69 

3.79 

3  3.58 

2.72 

.69 

3.41 

3  3.25 

3.11 

.69 

3.80 

3  3.42 

2.21 

.69 

2.90 

3  3.00 

4.63 

.69 

5.32 

3  3.25 

2.32 

.69 

3.01 

3  1.92 

2.47 

.69 

3.16 

3  3.05 

.62 

.29 

.91 

2.85 

1.31 

.29 

1.60 

4.00 

2.06 

.29 

2.35 

5.41 

4.00 

.29 

4.29 

6.31 

3.38 

.31 

3.69 

5.70 

1.59 

.32 

1.91 

4.42 

2.41 

.32 

2.73 

6.00 

1.18 

.20 

1.38 

5.30 

1.82 

.20 

2.02 

4.84 

1.85 

.20 

2.05 

5.20 

2.69 

.61 

3.30 

3.03 

1.42 

.61 

2.03 

3.83 

1.33 

.61 

1.94 

3.94 

3.54 

.61 

4.15 

6.10 

3.48 

.61 

4.09 

3.00 

5.30 

.61 

5.91 

3.13 

2.94 

.61 

3.55 

4.12 

3.81 

.61 

4.42 

2.17 

1.04 

.6. 

1.69 

1.76 

RED  CLOVER 


1910 
1910 
1911 
1911 


Very  gravelly- 

do 

do 

do 


4,949 

3.31 

7 

4,949 

3.98 

10 

4,949 

3.31 

5 

4,949 

3.98 

9 

May  6 
May  4 
May  20 


Aug. 
Aug. 
Aug. 


27 

6.92 

0.20 

7.12 

3.78 

26 

12.98 

.20 

13.18 

4.60 

16 

5.25 

.58 

5.83 

2.69 

5 

14.72 

.58 

15.30 

2.91 

CLOVER 

1912 

8.66 
1.96 

5 
6 

May  16 
May  18 

Sept.  25 
Sept.  29 

3.36 
3.66 

0.69 
.69 

4.05 
4.35 

«2.57 
3  5.74 

4 

1912 

4 

TIMOTHY 

1912 

5.11 

8 

May  15 

Sept.  20 

3.58 

0.69 

4.27 

3  2.74 

4 

I  footnotes  on  p.  43. 


40      TECHNICAL   BULLETIN    200,    U.    S.   DEPT.    OF   AGRICULTURE 

Table  4. — Dates  of  first  and  last  irrigations,  water  applied,  rainfall,  and  crop  yields 
in  the  Snake  River  Valley,  Idaho — Continued 

WHEAT 


Year 


1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1910 
1911 
1911 
1911 
1911 
1911 
1911 
1911 
1911 
1911 
1911 
1911 
1911 
1911 
1911 
1911 
1911 

1911 
1911 
1911 
1911 
1911 

xl911 
1911 
1911 
1911 
1911 
1911 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 


Son 


Medium  clay  loam. 

do 

do 

—  -do 

do_ 

do... 

do 

...-do 

...-do 

....do 

....do - 

—.do 

....do 

..._do 


Uniform  clay  loam. 

-.-do 

...-do 


Very  gravelly 

....do 

Gravelly  clay 

Uniform  clay  loam. 

..-.do-— .- 

....do 


Medium  clay  loam.. 

do 

....do- 

do 

do 

do 

do 

do 

do 

do 

do 

do 

do 

do 

do. 

.....do 

do 

Sandy    loam    and 

clay 

Sandy  loam 

do 


Coarse  sandy  loam., 

-—do 

Impervious    clay 

loam 

....do 

do 


Medium  clay  loam.. 
Shallow  clay  loam.. 

do 

do 

Medium  clay  loam- 

do--. .- 

do 

do 

do. 

do.: 

do 

do. 

do. 

do. 

do. 

do... 

do 

do 


Alti- 
tude 


Feet 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,800 
3,800 
3,800 
4,949 
4,949 
4,949 
2,607 
2,607 
2,607 
3,800 
3,800 
3,572 
3,572 
3,572 
3.572 
3,572 
3,572 
3,572 
3,572 
3.572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 

2,460 
2,607 
2,607 
2,400 
2,400 

2,600 
2,600 
2,600 
3,750 
3,800 
3,800 
3,800 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3.572 
3,572 
3,572 
3,572 
3,572 
3,572 


Area 
irri- 
gated 


Acres 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 
4.72 
4.55 
4.43 
4.02 
4.93 
3.60 
4.24 
3.84 
3.98 
4.95 
5.06 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

4.40 
6.17 
5.79 
3.74 
4.14 

2.05 
1.19 
1.65 
5.42 
4.24 
4.73 
5.25 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 


Irri- 
ga- 
tions 


Num- 
ber 
0 
2 
3 
4 
9 
0 
2 
3 


First  irri- 
gation 


May  20 
...do.... 
...do.... 
May  21 

May  "20" 
...do—. 
May  21 
May  21 

May  20 

..do 

May  26 
.-do-.-. 

..do 

-.do 

June  5 
June  4 
June  10 
May  27 
May  23 
May  27 
June  5 
May  24 


June  1 
June  2 
— d0-__. 
June    3 


Jime  1 
June  2 
-.do..-. 
June    3 


June  1 
June  2 
June  3 
...do._-. 

June  27 
June  8 
...do-... 
June  9 
Jime  10 

June  25 
June  26 
June  25 
Jime  14 
June  11 
June  7 
June    5 


June  3 
..do-._. 
June    4 


June  3 
--do.... 
June    4 


June  3 
...do.... 
May  29 
May  28 
May  27 


Last  irri- 
gation 


June  14 
July     2 

...do 

July  26 


June 
July 
July 


July  26 

June  14 
July  2 
June  17 
June  30 

-do 

-do-... 
July  29 
July  27 
July  11 
June  22 

-do 

June  26 


June  21 


July  13 
July  27 
..do.... 


July  14 
July  27 
..do 


July  14 
July  27 
...do.._. 

July  16 
..do.... 
July  1 
July  12 
July   14 


-.do.._. 

July  11 

July  17 

July  11 

June  26 

July  20 

July  26 


July 
July 


July     2 
July  26 


July     2 


Juoe  21 
Jime  27 


Water  received  by 
crop 


Irriga- 
tion 


Feet 
0 

.53 

.71 

.84 

2.49 

0 

.35 

.53 

3.01 

2.36 

0 

.43 

.59 

.78 

.55 

.89 

.95 

3.70 

7.08 

2.64 

.72 

.84 

1.13 

.87 

2.20 

0 

.48 

1.29 

2.56 

2.82 

0 

.38 

1.18 

2.85 

3.16 

0 

.42 

1.84 

2.16 

2.83 

.77 
1.37 
1.43 

.87 
1.25 

.26 

.27 

.50 
1.81 

.86 
1.62 
2.15 
0 

.59 
1.24 
1.48 
0 

.34 
1.19 
2.80 
0 

.48 
1.27 

.64 
1.09 
1,65 


Rain- 
fall 


Foot 
0.15 
.15 
.15 
.15 
.15 
.15 
.15 
.15 
.15 
.15 
.15 
.15 
.15 
.15 
.15 
.15 
.15 
.20 
.20 
.20 
.24 
.24 
.24 
.16 
.16 
.33 
.33 
.33 
.33 
.33 
.33 
.33 
.33 
.33 
.33 
.33 
.33 
.33 
.33 
.33 

.57 
.57 
.57 
.57 
.57 

.34 
.34 
.34 
.46 
.45 
.45 
.45 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
,29 


Total 


Feet 
0.15 


.t9 

2.64 

.15 

.50 

.68 

3.16 

2.51 

.15 

.58 

.74 

.93 

.70 

1.04 

1.10 

3.90 

7.28 

2.84 

.96 

1.08 

1.37 

1.03 

2.36 

.33 

.81 

1.62 

2.89 

3.15 

.33 

.71 

1.51 

3.18 

3.49 

.33 

.75 

2.17 

2.49 

3.16 

1.34 
1.94 
2.00 
1.44 
1.82 


.61 

.84 

2.27 

1.31 

2.07 

2.60 

.29 

.88 

1.53 

1.77 

.29 

.63 

1.48 

3.09 

.29 

.77 

1.56 

.93 

1.38 

1.94 


Yield 


Bwsh. 

8.0 
22.0 
26.0 
31.0 
34.0 
10.0 
20.0 
20.0 
44.0 
33.0 
10.0 
22.0 
23.0 
22.0 

8.3 
15.9 
12.4 
24.3 
30.2 
30.6 
36.3 
38.0 
34.4 
44.5 
59.3 
16.0 
19.0 
21.0 
25.0 
17.0 
15.0 
17.0 
19.0 
21.0 
13.0 
18.0 
21.0 
26.0 
19.0 
16.0 

45.4 
35.5 
37.6 
27.8 
33.6 

12.0 
5.0 
5.0 
64.0 
30.6 
33.8 
38.0 
19.0 
19.0 
25.0 
25.0 
15.0 
20.0 
19.0 
28.0 
18.0 
19.0 
23.0 
39.0 
38.0 
37.0 


IRRIGATION   REQUIREMENTS   OF   COLUMBIA   RIVER  BASIN       41 

Table  4. — Dates  of  first  and  last  irrigations,  water  applied,  rainfall,  and  crop  yields 
in  the  Snake  River  Valley,  Idaho — Continued 

WHEAT— Continued 


Year 


Soil 


Alti- 
tude 


Area 

irri- 
gated 


Irri- 
ga- 
tions 


First  irri- 
gation 


Last  irri- 
gation 


Water  received  by 

crop 

Yield 

Irriga- 
tion 

Rain- 
fall 

Total 

Feet 

Foot 

Feet 

Bmh. 

0 

.69 

.69 

13.6 

.34 

.69 

1.03 

18.0 

.53 

.69 

1.22 

22.1 

.69 

.69 

1.38 

29.7 

.95 

.69 

1.64 

32.4 

.86 

.69 

1.55 

34.9 

1.04 

.69 

1.73 

57.4 

1.20 

.69 

1.89 

3  17.9 

1.89 

.69 

2.58 

344.0 

.74 

.31 

1.05 

67.5 

.87 

.31 

1.18 

72.1 

.93 

.31 

1.24 

31.2 

.97 

.32 

1.29 

39.6 

2.05 

.32 

2.37 

42.1 

.28 

.32 

.60 

15.9 

.79 

.32 

1.11 

18.0 

.78 

.69 

1.47 

34.9 

2.47 

.69 

3.16 

31.2 

0 

.20 

.20 

0 

.30 

.20 

.50 

18.1 

.51 

.20 

.71 

27.8 

.54 

.20 

.74 

29.1 

.93 

.20 

1.13 

21.7 

0 

.20 

.20 

0 

.26 

.20 

.46 

18.5 

.48 

.20 

.68 

29.7 

.69 

.20 

.89 

36.7 

1.18 

.20 

1.38 

31.3 

1.26 

.20 

1.46 

30.5 

.00 

.20 

.20 

0 

.26 

.20 

.46 

22.7 

.50 

.20 

.70 

33.7 

.69 

.20 

.89 

24.2 

1.50 

.61 

2.11 

14.5 

1.04 

.61 

1.65 

26.15 

2.33 

.61 

2.94 

17.0 

.76 

.61 

1.37 

24.7 

1.31 

.61 

1.92 

23.8 

.66 

.61 

1.27 

33.2 

2.19 

.61 

2.80 

32.3 

.71 

.61 

1.32 

32.3 

1.24 

.61 

1.85 

46.8 

Liter- 
ature 
cited 


Impervious 

loam 

do 

do 

do 

do 

.--do 

do 


clay 


Medium  clay  loam.. 

do 

Shallow  gravelly 

Deep  clay  loam 

do 

Shallow  clay  loam.. 

do 

Impervious    clay 

loam 

Clay  loam 

Uniform  clay  loam.. 

I^I^do-IIII"""" 

.—do 

do 

—.do 

....do 

do 

do 

do 

...-do 

do 

....do 

....do 

.-.do 


Clay  loam... 

Deep  clay  loam 

....do 

Medium  clay  loam. 

do 

....do 

...-do 


Feet 
2,763 
2,763 
2,763 
2,763 
2,763 
2,763 
2,763 


3,800 
3,800 
4,000 
3,750 
3,  750 
3,800 
3,800 

2,607 
2,607 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,  572 
3,572 
3,572 
3,572 
3,572 
3,572 
3.572 


4,550 
4,700 
4,700 
4,300 
4,300 
4,300 
4,300 


Acres 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
16.52 


4.85 
4.78 
6.91 
6.05 

3.98 

13.36 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

35.81 

38.24 
3.03 
6.00 
5.16 
3.92 
4.34 
3.19 
3.43 


Num- 
ber 
0 
1 
2 
3 
4 
4 
5 
3 
3 
1 
1 
2 
2 
3 
1 
2 

2 
2 
0 
1 
2 
3 
4 
0 
1 
2 
3 
4 
5 
0 
1 
2 
3 


June  25 

---do.--. 
June  12 

...do-... 

..-do.... 

—do..-. 
June  20 
June  5 
June  21 
June  24 
June  7 
June  3 
June  2 
June  26 
June  18 

June  5 
June  19 


July  3 
...do.._. 
July  17 
...do.... 
July  24 
Aug.  5 
July   28 


June 

26 

July 

10 

July 

30 

July   24 

July   10 
July   13 


June  3 
.--do---. 
June  4 
.-do--. 


July  8 
..-do.._- 
July   22 


June  3 
June  4 
...do._-. 
...do.._. 
..-do.-.. 


July  8 
..-do-... 
July  22 
..-do...- 


June  3 
June  4 
...do.--. 


July   8 
...do... 


June  6 
June  30 
June  27 
June  7 
June  5 
June  28 
June  26 


Aug.  3 
Aug.  8 
Aug.  1 
July  2 
Aug.  3 
July  15 
July    14 


OATS 


Very  gravelly. 

do 

Medium  clay  loam. 
Coarse  sandy  loam.. 

do 

Medium  clay  loam. 
Impervious    clay 

loam 

do 

-—do 

Sandy  loam 

Medium  clay  loam. 

Clay  loam .-. 

do... 

Sandy  loam 

do 

do 

do 

Medium  clay  loam. 

Sandy  loam__ 

do 


See  footnotes  on  p.  43. 


4,742 

2.44 

4 

June    3 

Aug.    3 

4.48 

0.20 

4.68 

21.7 

4,742 

4.50 

6 

June    2 

Aug.  20 

5.68 

.20 

5.88 

33.2 

3,572 

.96 

2 

May  24 

June  16 

.56 

.15 

.71 

43.8 

2,460 

2.77 

5 

May  20 

July   15 

1.36 

.25 

1.61 

55.0 

2,460 

2.57 

6 

May  19 

July   19 

2.31 

.25 

2.56 

47.0 

3,572 

5.70 

3 

May  12 

July   14 

1.40 

.15 

L55 

43.3 

2,482 

5.16 

4 

June  15 

July  26 

.65 

.23 

.88 

16.1 

2,482 

4.03 

5 

June  14 

Aug.  12 

1.03 

.23 

1.26 

25.4 

2,482 

4.31 

6 

June  18 

Aug.  14 

1.22 

.23 

1.45 

27.3 

3,968 

4.51 

5 

May  31 

Aug.  26 

3.31 

.12 

3.43 

27.6 

3,572 

.63 

1 

June  16- 

..38 

.33 

.71 

35.1 

2,460 

2.58 

2 

June     2 

June  30 

.46 

.57 

1.03 

43.0 

2,460 

2.30 

3 

June    4 

July   12 

.70 

.57 

1.27 

63.0 

4,949 

3.85 

3 

July   16 

Aug.  21 

4.51 

.58 

5.09 

31.8 

4,949 

2.96 

5 

June  28 

Aug.  20 

10.37 

.58 

10.95 

57.2 

3,968 

3.56 

1 

July    12 

.45 

.52 

.97 

29  5 

3,968 

3.66 

2 

June  21 

July   17 

1.14 

.62 

1.66 

45.9 

3,825 

4.01 

1 

June  28 

.30 

.27 

.57 

56.6 

3,700 

4.29 

3 

June    8 

July   23 

.66 

.44 

1.10 

23.3 

3,700 

4.01 

3 

June    6 

July   19 

,89 

.44 

1.33 

26.0 

42       TECHNICAL  BULLETIN   200,   U.    S.   DEFT.    OF  AGRICULTURE 

Table  4. — Dates  of  first  and  last  irrigations,  water  appliedy  rainfall,  and  crop  yields 
in  the  Snake  River  Valley,  Idaho — Continued 

OATS— Continued 


Year 


8oU 


Alti- 
tude 


Area 
irri- 
gated 


Irri- 
ga- 
tions 


First  irri 
gation 


Last  irri- 
gation 


Water  received  by 
crop 


Irriga- 
tion 


Rain- 
fall 


Total 


Yield 


1911 
1911 
1911 
1911 
1911 
1911 
1911 

1911 
1911 
1911 
1911 
1911 
1911 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1913 
1913 
1913 
1913 
1913 
1913 
1913 


Deep  clay  loam 

do. 

Sandy  loam 

....do 

Very  gravelly 

do 

Impervious    clay 

loam 

—.do 

....do... 

...-do 

Sandy  loam 

—..do 

.-.-do 

Medium  clay  loam. 

do --. 

-—do 

do _. 

—..do 

do 

...-do 

-—do 


Shallow  clay  loam-. 

-..-do 

Very  gravelly 

-—do- 

—do 


Clay  loam ---. 

—  -do 

Medium  clay  loam. 

Deep  clay  loam 

Uniform  clay  loam. 
Medium  clay  loam . 
Uniform  clay  loam . 


Feet 
4,100 
4,100 
2,547 
2,547 
5,330 
5,330 

2,600 
2,600 
2,600 
2,600 
2,600 
2,600 
2,600 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
3,572 
4,000 
4,000 
4,949 
4,949 
4,949 


4,550 
4,550 
4,300 
4,570 


Acres 
5.11 
4.42 
6.72 
5.67 
8.63 
5.55 

3.06 

2.08 

2.60 

2.02 

5.38 

7.29 

6.25 

.38 

.38 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

1.83 

3.23 

5.40 

5.52 

5.73 

30.33 

19.32 

33.70 

27,96 

14.58 

5.08 

5.07 

4.11 

3.91 

102.53 

4.14 

40.8 


ber 

1 
1 
3 
3 
2 
3 

2 
3 
3 
4 
1 
1 
1 
1 
3 
0 
4 
0 
4 
0 
4 
2 
4 
3 
3 
3 
2 
3 
2 
2 
3 
1 
2 
3 
2 


June  22 
June  15 
June  12 
June  5 
July  12 
June  23 

June  24 
June  23 
June  24 
May  11 
May  30 
May  24 
June  3 
June  6 
— do— . 


July  17 

July  7 

Aug.  1 
.-.do--. 

July  12 

July  14 

July  17 

July  14 


July   12 


Jrme  11 
June  ii 


July   12 


July   12 


June  11 
June  5 
June  1 
June  28 
June  29 
June  28 
June  17 
June  12 
June  23 
June  26 

-.do 

July  2 
June  28 
May  31 
July   18 


July  12 

--do 

July  25 
Aug.  6 
Aug.  15 
..do--.. 
July  18 
July  28 
--do---- 
July  17 
Aug.  10 


July  27 
Aug.  9 
Aug.  20 


Feet 
1.32 
1,65 
1,28 
3,10 
4,28 
6.30 

.29 

.37 

.42 

.53 

.19 

,20 

.25 

.42 

.86 

.00 

1,02 

.00 

.99 

.00 

.85 

.49 

1.75 

2.95 

3,24 

4.26 

1.04 

1.73 

1,09 

,88 

1,09 

.36 

1.33 

.65 

2.91 

1.97 

1,46 

1,04 


Foot 

.48 
.48 
.57 
.57 
.52 
.52 

.34 
.34 
.34 
.34 
.34 
.34 
.34 
.29 
,29 
.29 
.29 
.29 
.29 
.29 
,29 
.31 
.31 
.71 
.71 
.71 


.61 
.61 
.61 
.65 
.61 
.61 
.61 


Feet 
1,80 
2.13 
1.83 
3.67 
4.80 
6.82 

.63 

.71 

.76 

.87 

.53 

.54 

.59 

.71 

1.15 

.29 

1.31 

.29 

1.28 

,29 

1,14 

,80 

2.06 

a66 

3.95 

4.97 

1,73 

2.42 

1.78 

1,57 

1.78 

,97 

1,94 

1.26 

3.56 

2.58 

2.07 

1.65 


Bu*h. 
73.5 
72.4 
47.3 
54.1 
39.9 
40.9 

22.0 

26.0 

26,0 

11,0 

16,0 

10,6 

17,7 

65.6 

75.8 

30.5 

49.4 

<33.3 

^58.8 

<32.9 

M8.9 

10.9 

24.8 

76.7 

63.0 

74.7 

3  55,0 

'53.7 

'51,9 

3  32.2 

3  40,8 

33.9 

33.8 

34.4 

16.6 

14,3 

36,2 

31.3 


BARLEY 


1910 
1911 
1911 
1912 
1913 
1913 


Medium  clay  loam. . 

do 

do - 

do 

Deep  clay  loam 

Mediimi  clay  loam . . 


0,96 

.99 

.95 

.33 

6.50 

6.21 


May  17 
June  21 
June  17 
June  11 


June  18 


July   17 


1.03 
.56 

1.68 
.43 

1.97 


0.15 
.33 
.33 
.29 
.61 
.61 


1.18 
.89 

2.01 
.72 

2.58 

2.07 


30.8 
32.0 
32.5 
59.7 
32.3 
40.3 


FALL  RYE 

1911 

Sandy  loam 

3,700 

6.89 

1 

May  12 

0.73 

0.44 

1.17 

11.6 

4 

SUGAR  BEETS 

1913 

Uniform  clay  loam_. 

4,570 

7.83 

2 

Aug,     8 

Aug,  25 

1.64 

0.66 

2.30 

Tons 
15.72 

4 

See  footnotes  on  p,  43. 


IRRIGATION   REQUIREMIINTS    OF   COLUMBIA   RIVER  BASIN        43 

Table  4. — Dates  of  first  and  last  irrigations,  water  applied,  rainfall,  and  crop  yields 
in  the  Snake  River  Volley,  Idaho — Continued 

JONATHAN  APPLES 


Sou 

Alti- 
tude 

Area 
irri- 
gated 

Irri- 
tions 

First  irri- 
gation 

Last  irri- 
gation 

Water  received  by 
crop 

Yield 

Liter- 

Year 

Irri- 
tion 

Rain- 
fall 

Total 

ature 
cited 

1914 

Feet 

Acres 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 

Num- 
ber 
6 
5 
3 
5 
5 
4 
5 
3 
3 
3 
6 
4 
2 
3 
3 
3 
2 
3 
2 
3 

Feet 
3.28 
2.31 
1.21 
2.75 
2.38 
1.82 
2.71 
1.33 
1.35 
1.16 
3.28 
1.72 

.64 
1.84 
2.09 
1.43 
1.17 
1.32 

.76 
1.27 

Foot 
0.35 
.35 
.35 
.35 
.35 
.35 
.35 
.35 
.35 
.35 
.49 
.49 
.49 
.49 
.49 
.49 
.49 
.49 
.49 
.49 

Feet 
3.63 
2.66 
1.56 
3.10 
2.73 
2.17 
3.06 
1.68 
1.70 
1.51 
3.77 
2.21 
1.13 
2.33 
2.58 
1.92 
1.66 
1.81 
1.25 
1.76 

Boxes 
8  283.7 
8  278.7 
8  307. 6 
8  250. 2 
8  380.2 
8  317.2 
8  242.2 
8  267.3 
8  262.3 
8  253.0 
8  248.9 
8  222.6 
8  100.8 
8  70.4 
8 102. 4 
8  206.9 
8  125.0 
8  114. 1 
8  42.8 
8  53.5 

29 

1914 

do 

do 

do 



29 

1914 

29 

1914 

29 

1914 

29 

1914 

29 

1914 

29 

1914                 Hn 

29 

1914 

do 

do 

do 

do 

do 

do 

do 

do 

do 

do 

do 

do 

29 

1914 

29 

1915 

29 

1915 

29 

1915 

29 

1915 

29 

1915 

29 

1915 

29 

1915 

29 

1915 

29 

1915 

29 

1915 

29 

POTATOES 


1910 
1910 
1910 
1911 
1911 
1911 
1911 
1911 
1911 
1911 
1912 
1912 
1912 
1913 
1913 
1913 

1913 
1913 
1913 
1913 


Medium  clay  loam 
do 

do. 


Very  sandy. 

.....do 

.—do 


Medium  clay  loam . 

do 

do. 

Sandy  loam 

Medium  clay  loam. 

do 

do..-. 


Uniform  clav  loam. 

do ; 

.-.-do 


3,572 
3,572 
3,572 
3,700 
3,700 
3,700 
3,572 
3,572 
3,  572 
4,949 
3,572 
3,  572 
3,572 
3,  572 
3,572 
3,572 


0.64 

.65 

.64 

2.89 

2.90 

3.27 

.63 

.63 

.61 

7.11 

.63 

.63 

.64 

.64 

.64 

.62 

38.82 

32.76 

.87 

6.34 


May  13 
— do..... 
...do..... 
July  12 
June  19 
June  22 
July  9 
July  2 
June  29 
July  20 
July  1 
June  30 
June  29 
July  12 
July  11 
July   10 


July  15 
Aug.  9 
Aug.  18 
Aug.  21 
Aug.  4 
Aug.  20 


Aug.  11 
Aug.  9 
Sept.  4 
July  18 
Aug.  14 
Aug.  21 


Aug.   12 
-\ug.  28 


Bushels 

0.88 

0.15 

1.03 

105.0 

1.50 

.15 

1.65 

199.0 

2.05 

.15 

2.20 

216.0 

.61 

.44 

1.05 

112.8 

.96 

.44 

1.40 

108.1 

1.06 

.44 

1.50 

128.1 

.54 

.33 

.87 

122.5 

2.21 

.33 

2.54 

279.0 

3.64 

.33 

3.97 

279.0 

2.83 

.58 

3.41 

211.8 

.54 

.29 

.83 

202.0 

1.94 

.29 

2.23 

311.0 

2.52 

.29 

2.81 

278.0 

.79 

.20 

.99 

204.0 

1.25 

.20 

1.45 

307.0 

3.13 

.20 

3.33 

368.0 
Sacks 

2.32 

.61 

2.93 

79.8 

1.43 

.61 

2.04 

32.0 

1.46 

.61 

2.07 

86.0 

1.79 

.61 

2.40 

63.0 

^ 

1  All  experiments  included  in  this  table  for  the  years  1910  to  1913,  inclusive,  were  made  under  a  coopera- 
tive agreement  between  the  Idaho  State  Board  of  Land  Commissioners  and  the  Bureau  of  Public  Roads. 
A  part  of  the  experimental  work  was  conducted  at  the  Gooding  Experiment  Station,  the  Bureau  of  Public 
Roads,  and  the  University  of  Idaho  Experiment  Station  cooperating.  Other  experiments  were  conducted 
on  farms  throughout  southern  Idaho. 

2  2  cuttings  only.    Water  applied  after  second  cutting  not  included. 

3  Waste  water  included. 

*  Received  some  fall  irrigation  in  1911. 

»  Soil  was  shallow  clay  loam  grading  into  hardpan.  Yields  were  light  because  soil  was  new  and  lacked 
humus. 

«  These  experiments  were  conducted  under  a  cooperative  agreement  between  the  Bureau  of  Public  Roads, 
United  States  Department  of  Agriculture,  and  the  University  of  Idaho  Experiment  Station. 

'  From  unpublished  reports  of  cooperative  work  on  plots  near  Twin  Falls,  Idaho,  in  1914,  1915,  and  1916, 
by  the  Bureau  of  Public  Roads,  the  South  Side  Twin  Falls  Canal  Co.,  and  other  local  organizations,  but 
because  of  shallow  soil  overlying  basaltic  rock  ground  water  increased  with  each  irrigation  rendering  the 
second  and  third  year  experiments  of  doubtful  value,  and  for  this  reason  the  results  of  the  work  done  in 
1915  and  1916  are  not  here  included. 

«  All  grades  from  extra  fancy  to  culls. 


44      TECHNICAL   BULLETIN    200,    V.    S.   DEPT.    OF   AGRICULTURE 

Table  5. — Irrigation  water  applied,  rainfall,  and  crop  yields  in  the  Willamette 

Valley,  Oreg.^ 

ALFALFA 


Soil 

Irriga- 
tions 

Depth  of 

water 

applied  each 

irrigation 

Total  quantity  of  water  re- 
ceived by  crop 

Yield  per 
acre 

Year 

Irriga- 
tion 

Rainfall 

and  soil 

moisture 

used* 

Total 

Litera- 
ture cited 

1911 

Number 
0 
1 
2 
1 
2 
2 
3 
1 

9 

6 
1 

Inches 

0 
5 
5 
6 
6 
4 
4 
4 
4 
0 
6 

Acre-feet 

0 
.42 
.88 
.50 
.50 
.67 

1.00 
.33 
.67 

0 
.50 

0 
.42 
.83 
.83 

0 
.33 
.50 
.67 

0 
.42 
.62 
.88 

0 
.67 

1.00 

1.33 

0 

.42 
.58 
.75 

0 
.50 
.83 

1.17 

Feet 

1.01 

1.12 

L21 

.98 

.98 

1.20 

.93 

1.27 

1.49 

1.41 

1.60 

3  1.00 
3  1.00 
3  1.00 
3  1.00 

3.76 
3.76 
3.76 
3.76 
3.73 
3.73 
3.73 
3.73 
3.32 
3.32 
3.32 
3.32 
3.98 
3.98 
3.98 
3.98 
3.54 
3.54 
3.54 
3.54 

Feet 
1.01 
1.54 
2.04 
1.48 
1.48 
1.87 
1.93 
1.60 
2.16 
1.41 
2.10 
1.00 
1.42 
1.83 
V       1.83 

.76 
1.09 
1.26 
1.43 

.73 
1.15 
1.35 
1.61 

.32 

.99 
1.32 
1.65 

.98 
1.40 
1.56 
1.73 

.54 
1.04 
1.37 
1.71 

Tons 
2.17 
4.36 
4.99 
4.41 
4.59 
4.51 
5.22 
3.80 
4.22 
2.15 
4.22 
2.1 
2.2 
2.6 
2.4 
2.8 
4.2 
5.2 
4.2 
3.74 
4.23 
5.31 
5.31 
4.47 
5.7 
7.3 
6.6 
3.3 
5.3 
4.9 
5.4 
3.6 
4.18 
5.13 
4.43 

Ref.  No. 
25 

1911 

25 

1911 

25 

1911 

25 

1911 

25 
25 

1911 

1911 

25 

1913 

25 
25 

1913 

1913 

25 

1913 

25 

1914 

Silty  clay  loam 

28 

1914 

do.-_ - 

28 

1914 
1914 
1916 

"/'.do'//.'.'///"."'.'..'. 
do  -- 

28 
28 
28 

1916 
1916 
1916 
1917 

.-—do 

do 

do 

„..do 

28 
28 
28 
28 

1917 
1917 
1917 
1918 

do 

do 

do 

Silty  clay  loam  ...  . 

28 
28 
28 
28 

1918 
1918 
1918 
1920 

do 

do 

do 

do.   

28 
28 
28 
28 

1920 
1920 
1920 
1921 

do 

do 

-.—do 

do 

28 
28 
28 
28 

1921 

..do 

28 

1921 
19?1 

'/'/.'.do'././/'/'.'.'.'.'.'./ 

28 
28 

CLOA 

^ER 

1910 
1911 
1911 
1911 
1913 
1913 
1913 
1913 
1913 
1913 


0 

0 

0.99 

0.99 

4.32 

0 

0 

1.09 

1.09 

Z70 

5 

.42 

1.03 

1.45 

4.79 

5 

.83 

1.25 

2.08 

5.14 

0 

0 

3.72 

.72 

5.00 

4 

.33 

3.72 

1.05 

5.33 

4 

.67 

3.72 

1.39 

5.70 

5 

.42 

3.72 

1.14 

5.10 

5 

.42 

3.72 

1.14 

5.18 

5 

.83 

3.72 

1.55 

4.93 

POTATOES 


1910 

0 
1 
3 
3 
2 
0 
1 
2 
1 

0 

5.0 

1.0 

2.0 

3.0 

0 

5.0 

2.5 

3.0 

0 
.42 
.25 
.50 
.50 
.00 
.42 
.42 
.25 

0.62 
.44 
1.18 
1.07 
1.09 
1.25 
1.00 
.99 
1.05 

0.62 
.86 
1.43 
1.57 
1.59 
1.25 
1.42 
1.41 
L30 

Bushels 
,56.0 
140.0 
250.9 
254.9 
258.1 
135.1 
190.9 
240.7 
176.4 

25 

1910 

25 

1911 

25 

1911 

25 

1911 

25 

1911 

25 

1911 

25 

1911 

25 

1911 

25 

1  Plot  experiments  conducted  at  Corvallis,  Oreg.,  by  the  Oregon  Agricultural  Experiment  Station. 
A  few  of  the  earlier  experiments  were  in  cooperation  with  the  Bureau  of  Public  Roads. 

2  Soil  moisture  used  by  crop  is  the  difference  between  the  moisture  in  the  soil  before  crop  was  put  in  and 
after  it  was  harvested. 

3  Rainfall  only,  April  to  September,  inclusive,  soil  moisture  not  included. 


IRRIGATION   REQUIREMENTS    OF   COLUMBIA   RIVER   BASIN       45 

Table  5. — Irrigation  water  applied,  rainjall,  and  crop  yields  in  the   Willamette 

Valley,  Oreg. — Continued 

POTATOES— Continued 


Soil 

Irriga- 
tions 

Depth  of 

water 

applied  each 

irrigation 

Total  quantity  of  water  re- 
ceived by  crop 

Yield  per 
acre 

Year 

Irriga- 
tion 

Rainfall 

and  soil 

moisture 

used 

Total 

Litera- 
ture cited 

1911 

Number 
2 
3 
0 

1 
2 
0 
1 
2 
1 
3 
1 
2 
0 
1 
2 
0 
1 
1 
1 
0 

Inches 
3.0 
3.0 
0 

2.0 
2.0 
0 

2.0 
2.0 
3.0 
1.0 
3.0 
2.0 
0 

3.0 
2.0 
0 

3.0 
4.0 
2.0 
0 

Acre-feet 
.50 
.75 

0 

.17 
.33 

0 

.17 
.33 
.25 
.25 
.25 
.33 

0 
.25 
.33 

0 
.25 
.33 
.17 

0 

0 
.13 
.21 
.29 

0 
.12 
.21 
.29 

0 
.21 
.38 
.54 

0 

.17 
.25 
.33 

0 

.08 
.16 
.25 

Feet 
».82 
'.82 
.85 
.81 
.84 
1.13 
1.14 
1.12 
.96 
1.07 
.47 
.47 
.55 
.55 
.50 
.60 
.80 
.57 
.61 
.41 
.52 
.51 
.47 
.37 
.50 
.54 
.52 
.55 
.40 
.43 
.45 
.32 
.55 
.45 
.60 
.44 
.28 
.25 
.29 
.65 

Feet 
1.32 
1.57 
.85 
.98 
1.17 
1.13 
1.31 
1.45 
1.21 
1.32 
.72 
.80 
.55 
.80 
.83 
.60 
1.05 
.90 
.78 
.41 
.52 
.64 
.68 
.66 
.50 
.66 
.73 
.84 
.40 
.64 
.83 
.86 
.55 
.62 
.85 
.77 
.28 
.33 
.45 
.90 

Bushels 

308.5 

292.5 

U09.8 

*  172.  2 

*  145.  2 
S300.5 
» 342.  0 
s  260.  0 

*  213.  3 
«  329.0 

313.0 
355.  5 
233.6 
262.5 
400.6 
232.0 
515.0 
266.2 
251.5 
237.5 
201.1 
219.0 
233.2 
260.0 
317.6 
371.2 
342.1 
385.0 
195.0 
215.3 
229.1 
222.1 
127.3 
166.0 
183.0 
178.0 
61.0 
78.0 
114.0 
82.0 

Fef.  No. 
25 

1911 

25 

1913 

25 

1913 

25 

1913 

25 

1913 

25 

1913 

25 

1913 

25 

1913 

25 

1913 

25 

1914 

27 

1914 

27 

1914 

27 

1914 

27 

1914 

27 

1914 

27 

1914 

27 

1914 

27 

1914 

27 

1914 

27 

1915 

27 

1915 

27 

1915 

27 

1915 



27 

1916 

0 

27 

1916 

27 

1916 

27 

1916 

27 

1917 

■     "   6' 

27 

1917 

27 

1917 

27 

1917 

27 

1918 

0 

27 

1918 

27 

1918 

27 

1918 

27 

1919 

0 

27 

1919 

27 

1919 

27 

1919 

27 

KALE 


Tons 

0 

0 

0.65 

0.65 

8.67 

5.0 

.42 

.45 

,87 

12.73 

2,5 

.42 

.57 

.99 

11.25 

0 

0 

3.82 

.82 

6.43 

2.5 

.42 

3.82 

1.24 

7.03 

0 

0 

.72 

.72 

16.70 

2.5 

.42 

.55 

.97 

18.00 

5.0 

.42 

.55 

.97 

20.55 

0 

0 

1.10 

1.10 

9.86 

2.0 

.17 

1.10 

1.27 

13.75 

2.0 

.33 

.93 

1.26 

10.75 

CORN  FODDER 


0 

0 

0.48 

0.48 

2.57 

5 

.42 

.40 

.82 

4.31 

0 

0 

3.82 

.82 

9.90 

5 

.42 

8.82 

1.24 

11.30 

0 

0 

.77 

.77 

9.05 

3 

.25 

.57 

.82 

12.07 

0 

0 

.92 

.92 

11.19 

3andl 

.33 

.84 

1.17 

17.18 

8  Rainfall  only,  April  to  September,  inclusive,  soil  moisture  not  included. 

*  Grown  on  unirrigated  alfalfa  sod. 

•  Groyrn  on  irrigated  alfalfa  sod. 


46      TECHNICAL  BULLETIN    200,    U.    S.    DEPT.    OF   AGRICULTURE 

Table  5. — Irrigation  water  applied,  rainjall,  and  crop  yields  in  the   Willamette 

Valley,  Oreg. — Continued 

WHITE  BEANS 


Soil 

Irriga- 
tions 

Depth  of 

water 

applied  each 

irrigation 

Total  quantity  of  water  re- 
ceived by  crop 

Yield  per 
acre 

Year 

Irriga- 
tion 

Rainfall 

and  soil 

moisture 

used 

Total 

Litera- 
ture cited 

1911 

Number 
0 
2 

Inches 

0 
3  and  2 

Acre-feet 
0 
.42 

Feet 
3  0.82 
3.82 

Feet 
0.82 
1.24 

Bushels 
9.03 
17.26 

Fef.  No. 
25 
25 

1911 

BEANS 

1913 

0 

1 
1 
2 

0 

2.0 
3.5 
2.5 

0 
.17 
.29 
.42 

3  0.72 
3.72 
3.72 
3.72 

a  72 

.89 
1.01 
1.14 

14.92 
19.41 
16.25 
22.78 

25 
25 
25 
25 

1913 

1913 

1913 

CARROTS 


1913 
1913 


0 
3.0 


25 


3  0.72 

3.72 


0.72 
.97 


Tom 
13.03 
23.43 


BEETS 


1911 
1911 
1911 
1911 
1911 
1911 
1911 
1911 
1911 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1912 
1913 
1913 
1913 
1913 
1913 


5. 0  and  1. 5 
2. 6  and  1. 5 
0 
0 
2. 5  and  1. 5 
5. 0  and  1. 5 

0 
2.  5  and  1.  5 
5.  5  and  1. 5 
0 

2.5 
5.0 
0 

5.0 
2.5 
0 

2.5 
5.0 
0 

3.5 
0 

2.0 
2.0 


0.54 

3  0.82 

1.36 

16.65 

.54 

3.82 

1.36 

16.00 

0 

3.82 

.82 

10.66 

0 

3.82 

.82 

13.68 

.54 

3.82 

1.36 

16.41 

.54 

3.82 

1.36 

16.78 

0 

3.82 

.82 

7.43 

.54 

3.82 

1.36 

12.20 

.58 

3.82 

1.40 

15.05 

0 

3.68 

.68 

17.71 

.42 

3.68 

1.10 

15.03 

.42 

3.68 

1.10 

23.09 

0 

3.68 

.68 

17.73 

.42 

3.68 

1.10 

25.86 

.42 

3.68 

1.10 

17.96 

0 

3.68 

.68 

17.75 

.42 

3.68 

1.10 

20.90 

.42 

3.68 

1.10 

28.64 

0 

3.72 

.72 

13.51 

0 

3.72 

.72 

17.40 

0 

3.72 

.72 

12.70 

.17 

3.72 

.89 

15.33 

.33 

3.72 

1.05 

16.20 

SUGAR  BEETS 


1911 

0 
3 
2 
0 
1 

0 
2. 5  and  1. 5 
6. 0  and  1. 5 
0 
3.5 

0 

.54 
.54 

0 
.29 

3  0.82 
3.82 
3.82 
3.72 
8.72 

0.82 
1.36 
1.36 
.72 
1.01 

•8.05 

6  14.98 

6  12.03 

13.00 

13.57 

25 

1911 

25 

1911 

25 

1913 

25 

1913 

25 

PUMPKINS 


1913 
1913 


2 
2.5 


0.00 
.42 


3  0.72 
3.72 


a  72 
1.14 


15.40 
17.23 


3  Rainfall  only,  April  to  September,  inclusive,  soil  moisture  not  included 
6  Half  sugar  variety. 


IRRIGATIOiV   REQUIREMENTS   OF   COLUMBIA   RIVER  BASIN       47 

Table  6. — Irrigation  water  applied,  rainjall,  and  crop  yields  in  the  Powder  Valley, 

Or  eg} 

ALFALFA 


Soil 

Alti- 
tude 

Area 
irri- 
gated 

Irriga- 
tions 

First 
irrigation 

Irriga- 
tion 
sea- 
son 

Quantity  of  water 
received  by  crop 

Yield 
per 
acre 

Year 

Irriga- 
tion 

Rain- 
fall 
and 
soil 

mois- 
ture 

used  2 

Total 

Liter- 
ature 
cited 

1915 
1915 
191R 

Fine  sandy  loam 

Gravelly  loam 

Fine  sandy  loam 

Feet 
3,300 
3,200 

Acres 
62.0 
21.0 
6.0 
8.4 
11.6 

Num- 
ber 

May    1 
May  21 
June  25 

,-do..... 

—do 

12 

Feet 
0.76 
1.46 
1.46 
1.32 
1.05 

Feet 
0.70 
.71 
3.55 
5.65 
3.55 

Feet 
1.46 
2.17 
2.01 
1.87 
1.60 

Tms 
3.24 
4.23 
5.12 
3.56 
3.23 

26 
26 
26 

1916 
1916 

do 

do 

26 
26 

BARLEY 


1915 
1915 
1915 


Gravelly  loam. 

do 

do 


3,500 
3,500 
3,500 


5.70 
5.04 
2.72 


June  9 
July  12 
June    7 


1.36 

1.31 

.84 


0.85 
1.11 


2.21 
2.42 
1.33 


Bush. 
54.4 
52.3 
50.4 


26 


TIMOTHY 


1915 
1915 
1915 
1915 


Loam 

—  .do 

..-.do 

Gravelly  loam 


3,667 
3,667 
3,667 
3,200 


3.24 


13.9 
76.0 


May  22 
May  23 

...do 

May  26 


2.94 
2.55 
2.12 


0.46 
.46 
,75 

3.53 


3.40 
3.01 
2.87 
2.02 


Torn 
3.99 
4.14 
2.46 
2.21 


POTATOES 


1915 
1915 
1915 


Loam. 
..do... 
-.do.. 


3,500 
3,500 
3,500 


2.27 
1.70 
1.67 


July  11 
July  14 
July   15 


0.65 
.47 
.37 


0.59 
.40 

.54 


1.24 

.87 
.91 


Bush. 
133.3 
125.0 
116.6 


1  These  experiments  were  conducted  by  the  Oregon  Agricultural  Experiment  Station  cooperatively  with 
the  Bureau  of  Public  Roads. 

2  Soil  moisture  used  by  crop  is  the  difference  between  the  moisture  in  the  soil  before  crop  was  put  in  and 
after  it  was  harvested. 

3  Rainfall  only,  April  to  September,  inclusive,  soil  moisture  not  included. 


48      TECHNICAL   BULLETIN    200,    U.    S.    DEPT.    OF   AGRICULTURE 

Table  7. — Irrigation  water  applied,  rainfall,  and  crop  yields  in  the  Umatilla  Valley, 

Orcg.^ 

ALFALFA 


Year 

Soil 

Alti- 
tude 

Area 
irriga- 

Irriga- 
tions 

Dopth 
of  water 
applied 
each  ir- 
rigation 

Quantity  of  water  re- 
ceived by  crop 

Yield 
per  acre 

Litera- 

Irriga-     Ra 
tion         fa 

in- 
11 

Total 

cited 

1914 

Coarse  sand... 

Feet 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
480 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 
460 

tor  cs 
0.20 
.20 
.20 
.20 
.20 
.20 
.20 
.20 
.20 
.20 
.20 
.20 
.20 
.20 
.20 
.10 
.10 
.10 
.10 
.10 
.10 
.10 
.10 
.10 
.20 
.20 
.20 
.20 
.20 
.20 
.20 
.20 
.10 
.10 
.10 
.167 
.167 
.167 
.10 
.10 
.10 
.10 
.10 
.10 

Number 
24 
12 

8 
21 
11 

7 

7 
11 
21 

7 
11 
21 

Inches 
4.69 
5.26 
6.75 
4.0 
4.0 
4.0 
4.0 
4.0 
4.0 
5.0 
4.0 
3.0 

Feet        Fc 

9.69        0 

5.26 

4.38 

7.00 

3.67 

2.33 

2.33 

3.67 

7.00 

2.92 

3.67 

5.25 

5.00 

3.75 

3.33 

2.08 

2.12 

2.92 

5.25 

7.00 

9.50 

2.67 

3.00 

3.25 

3.33 

8.83 

9.25 

1.71 

2.08 

2.33 

2.58 

3.17 

2.25 

2.67 

4.00 

6.42 

7.42 
10.00 

4.00 

4.92 

6.00 

2.25 

3.08 

3.50 

XJt 

18 
18 
18 
20 
20 
20 
34 
34 
34 
28 
28 
28 
19 
19 
19 
14 
14 
14 
14 
14 
14 
18 
18 
18 
18 
18 
18 
18 
18 
18 
18 
18 
18 
18 
18 
18 
18 
18 
18 
18 
18 
18 
18 
18 

Feet 
9.87 
5.44 
4.  .56 
7.20 
3.87 
2.53 
2.67 
4.01 
7.34 
3.20 
3.95 
5.53 
5.19 
3.94 
3.52 
2.22 
2.26 
3.06 
5.39 
7.14 
9.64 
2.85 
3.18 
3.43 
3.51 
9.01 
9.43 
1.89 
2.26 
2.51 
2.76 
3.35 
2.43 
2.85 
4.18 
6.60 
7.60 

10.18 
4.18 
5.10 
6.18 
2.43 
3.26 
3.68 

Tons 
5.57 
5.31 
103 
5.67 
162 
3.50 
125 
6.36 
6.72 
110 
5.97 
5.95 
6.13 
5.48 
140 
8.83 
8.58 
9.12 
6.28 
100 
3.88 
5.35 
5.79 
6.27 
5.01 
5.35 
107 
8.27 
7.40 
9.56 
7.82 
7.86 
7.17 
6.97 
6.07 
1.12 
2.35 
.97 
1.81 
2.03 
2.21 
8.25 
8.50 
7.43 

Ref.  No. 
2 

1914 
1914 
1915 
1915 
1915 
1916 
1916 
1916 
1917 
1917 
1917 

do 

do... 

do 

-.-do 

do 

do 

do... 

do 

do 

do 

do 

2 
2 

2 
2 
2 
2 
2 
2 
2 
2 
2 

1918 

do 

do 

28 

1918 

28 

1918 

do 

28 

1919 

28 

1919 

do             

28 

1919 

do           

28 

1919 

Coarse  sand 

28 

1919 

do 

28 

1919 

do 

28 

1921 

28 

1921 

do 

do 

do 

—  -do 

do 

Very  fine  sand 

do 

do 

do 

do 

IVIediuni  sand 

28 

1921 

28 

1921 

28 

1921 

28 

1921 

28 

1921 

28 

1921 

28 

1921 

28 

1921 

28 

1921 

28 

1921 

28 

1921 

-.-..do 

do 

28 

1921 

28 

1921 

28 

1921 

do 

do 

do 

do 

--..do 

Fine  sand 

28 

1921 

28 

1921 

28 

1921 

28 

1921 

28 

1921 

28 

1921 

do 

do 

28 

1921 

28 

These  experiments  were  conducted  by  the  Oregon  Agricultural  Experiment  Station, 


IRRIGATION   REQUIREMENTS   OF   COLUMBIA   RIVER  BASIN       49 

Table  8. — Irrigation  water  applied,  rainfall,  and  crop  yields  in  the  Wallowa  Valley, 

Oreg.^ 

ALFALFA 


Soil 

Alti- 
tude 

Area 
irri- 
gated 

First 
irrigation 

Quantity  of  water  re- 
ceived by  crop 

Yield 
per 
acre 

Year 

Irriga- 
tion 

Rain- 
fall 
and 
soil 

mois- 
ture 

used  2 

Total 

Litera- 
ture 
cited 

1915 

Fine  sandy  loam 

Feet 
4,100 
4,100 
4,100 

Acres 
4.3 
4.3 
4.3 

July     9 
July   20 
July   21 

Feet 
2.80 
1.86 
1.57 

Foot 

3  0.63 

3.82 

3.76 

Feet 
3.43 
2.68 
2.33 

Tons 
3.09 
3.05 
3.09 

Ref. 

No. 
26 

191f) 

do.           

26 

1916 

do 

26 

OATS 


Bushels 

4,100 

3.68 

July     8 

1.04 

0.86 

1.90 

65.0 

4,100 

2.78 

.._do._.. 

.54 

.84 

1.38 

60.0 

4,100 

3.56 

July   10 

.32 

.83 

1.15 

55.0 

26 


BARLEY 

1915 

Fine  sandy  loam 

4,100 
4,100 
4,100 

4.47 
5.51 
6.08 

July    12 
July   15 
July    13 

1.07 

.87 
.74 

3  0.79 

3.75 

3.81 

1.86 
1.62 
1.55 

63.6 
St4.6 
53.1 

26 

1915 

do .     .-    . 

26 

1915 

do 

26 

1  These  experiments  were  conducted  cooperatively  by  the  Bureau  of  Public  Roads  and  the  Oregon  Agri- 
cultural Experiment  Station. 

2  Soil  moisture  used  by  crop  is  the  difference  between  the  moisture  in  the  soil  before  crop  was  put  in  and 
after  it  was  harvested. 

3  Rainfall  only. 

Table  9. — Irrigation  water  applied,  rainfall,  and  crop  yields  in  Deschutes  Valley^ 

Or  eg  A 

ALFALFA 


Year 

Soil 

Alti- 
tude 

Area  ir- 
rigated 

First  ir- 
rigation 

Quantity  of  water 
received  by  crop 

Yield 
per  acre 

Litera- 
ture 
cited 

Irriga- 
tion 

Rain- 
fall 2 

Total 

1912 

Feet 

Acres 

Feet 
L50 
1.00 
1.29 
1.58 
.67 
.88 
1.21 
1.17 
L42 
L67 
1.58 
2.00 
2.42 
L60 
L83 
2.17 

Foot 
0.57 
.37 
.37 
.37 
.37 
.37 
.37 
.19 
.19 

:« 

.19 
.19 
.19 
.19 

Feet 
2.07 
1.37 
L66 
1.95 
1.04 
L25 
1.58 
1.36 
1.61 
1.86 
L77 
2.19 
2.61 
1.69 
2.02 
2.36 

Tons 
3.3 
.9 
1.0 
LI 
.95 
LO 
1.1 
2.06 
2.12 
2.5 
2.4 
2.9 
3.0 
3.7 
4.2 
4.7 

Ref.  No. 
28 

191K 

Medium  sand 

1.0 
LO 
1.0 
L3 
1.3 
1.3 
1.0 
1.0 
1.0 
1.0 
1.0 
1.0 
1.0 
1.0 
1.0 

28 

1918 
1918 

do 

-  -    do- 

28 
28 

1918 

Medium  loamy  sand 

28 

191S 

do 

do 

28 

1918 

28 

1919 

28 

1919 

28 

1919 

28 

1919 

28 

1919 

28 

1919 

28 

1919 

M^dinm  sanri 

28 

1919 

do 

do 

28 

1919 

28 

1  These  experiments  were  conducted  by  the  Oregon  Agricultural  Experiment  Station,  a  part  of  the  work 
being  in  cooperation  with  the  Bureau  of  Public  Roads. 

2  Rainfall  measured  at  Bend,  April  to  September,  inclusive,  for  all  alfalfa  experiments. 


50       TECHNICAL  BULLETIN   200,   U.    S.   DEPT.    OF  AGRICULTURE 

Table  9. — Irrigation  water  applied,  rainfall^  and  crop  yields  in  Deschutes  Valley , 

Oreg. — Continued 

ALFALFA— Continued 


Year 

Soil 

Alti- 
tude 

Area  ir- 
rigated 

First  ir- 
rigation 

Quantity  of  water 
received  by  crop 

Yield 
per  acre 

Liter  a- 

Irrigar 
tion 

Rain- 
iaU 

Total 

cited 

1919 

M^dinTTi  In^iTTiy  SAnd 

Fed 

Acres 
1.0 
1.0 
1.0 
1.0 
1.0 
1.0 
1.0 
1.0 
1.0 
3.0 
17.5 
4.0 
6.5 
6.5 
.75 
.75 
.75 
15.75 
1.85 
1.85 
3.0 

Feet 
1.67 
2.00 
2.33 
1.83 
2.17 
2.67 
1.67 
2.00 
2.33 
2.83 
2.33 
2.33 
2.33 
3.83 
1.67 
2.00 
2.33 
1.67 
2.00 
2.58 
1.67 

Foot 
.19 
.19 
.19 
.19 
.19 
.19 
.30 
.30 
.30 
.30 
.30 
.30 
.30 
.30 
.30 
.30 
.30 
.30 
.30 
.30 
.30 

Fed 
1.86 
Z19 
2.52 
2.02 
2.36 
2.86 
1.97 
2.30 
2.63 
3.13 
2.63 
2.63 
2.63 
4.13 
1.97 
2.30 
2.63 
1.97 
2.30 
2.88 
1.97 

Tons 
3.0 
3.1 
3.95 
3.30 
4.55 
5.59 
3.0 
3.5 
4.0 
2.9 
2.8 
3.7 
2.6 
3.1 
2.6 
3.25 
3.50 
2.2 
3.25 
4.15 
3.00 

Ref.No. 
28 

1919 

II"'do."""""I""""I" 

I""do'""""-II""I""I" 

Medium  sand.-  

:::::::: 

28 

1919 

28 

1919 

28 

1919 

28 

1919 

28 

1920 

28 

19?0 

do... 

do       

28 

1920 

28 

1920 

MediiiTTi  loftTTiy  sand 

28 

1920 

.do 

28 

1920 

Medium  cnarsfi  sand 

28 

1920 

Gravelly  sand 

28 

1920 

do 

28 

19?0 

Mf^dinm  Inamy  sand 

28 

19W 

do 

28 

1920 

do           

28 

1920 

.do    

28 

1920 

...  do    

28 

1920 

do 

28 

1920 

Medium  sand 

28 

OATS 


1915 
1915 
1915 


Medium  sand 

do... 

do 


Bushels 

2.700 

2.0 

June  26 

1.49 

0.10 

1.59 

32.15 

2,700 

2.0 

Jime  20 

1.04 

.24 

1.28 

29.70 

2,700 

2.0 

July     2 

.28 

.14 

.42 

27.35 

26 


WHEAT 


1915 
1915 
1915 


Medium  sand. 

do ., 

..-.do 


2,750 

1.0 

June  30 

0.95 

»0.25 

1.20 

20.0 

2,750 

1.0 

June  26 

.69 

3.30 

.99 

22.0 

2,750 

1.0 

July     8 

.83 

3.24 

1.07 

17.0 

26 


3  Soil  moisture  used  is  included  with  rainfall. 

Table  10. — Irrigation  water  applied,  rainjall,  and  crop  yields  of  alfalfa  in  the 

Yakima  Valley,  Wash. 


Area  irri- 
gated 

Irriga- 
tions 

Depth  of 
water 
applied 
each  irri- 
gation 

Total  quantity  of  water  re- 
ceived by  crop 

Yield 
per  acre 

Litera- 

Irriga- 
tion 

Rainfall 

Total 

ture  cited 

1924 

Acres 
0.25 
.25 
.24 
.25 
.25 
.25 

Number 
12 

5 
4 

7 
7 
7 

Inches 
3 

7 

Fed 
3.00 
2.92 
4.17 
L17 
3.50 
5.83 

Foot 
0.14 

Fed 
3.14 
3.06 
4.31 
1.31 
3.64 
5.97 

Tons 
4.10 

2.58 
3.93 
L32 
4.18 
5.31 

Ref.  No. 
33 

1924 

33 

1924 

33 

1924 

2 
6 
10 

33 

1924 

33 

1924 

33 

IRRIGATION   REQUIREMENTS   OF   COLUMBIA   RIVER  BASIN        51 

Table   11. — Irrigation  water  applied,  rainfall,  and  crop  yields  in  the  Biiierroot 

Valley,  Mont} 

OATS 


Year 

Area  irri- 
gated 

First  ir- 
rigation 

Last  irri- 
gation 

Total  quantity  of  water  re- 
ceived by  crop 

Yield 

Irrigation 

Rainfall 

Total 

per  acre 

1900 

Acres 
161.7 
102.2 

Apr.  25 
...do 

Aug.  31 
...do...- 

Feet 
1.30 
6.06 

Foot 
0.13 
.13 

Feet 
1.43 
6.19 

Bushels 
33.0 

1900 

34.0 

CLOVER 

161.7 
102.0 

Apr.  25 
...do 

Aug.  31 
—do 

1.50 
2.22 

0.49 
.45 

1.99 
2.67 

1901 
1901 


Tons 
9.0 
1.0 


»  From  unpublished  reports  of  the  Bureau  of  Public  Roads. 

Table  12. — Irrigation  water  applied,  rainfall,  and  crop  yields  in  the  Okanogan 

Valley,  British  Columbia^ 

ALFALFA 


Sou 

• 

1 

E 

1 

to 

1 

Monthly  application  of  water 

Total  quantity 

of  water  re- 
ceived by  crop 

i 

I 

Year 

ft 

< 

§ 
^ 

1-9 

-4J 
< 

0 

1 

1 

1 
^ 

1 

2 

1917 

Acres 

8.0 

8.0 

8.0 

8.0 

2.0 

3.75 

2.5 

1.5 

18.0 

27.75 

26.0 

Plot. 

Plot. 

Plot. 

Plot. 

No. 

Feet 

Feet 

Feet 


Feet 

Foot 

Feet 

Feet 
3.03 
3.48 
L80 
L79 
5.66 
5.29 
6.27 
6.17 
2.57 
.94 
.20 
2.58 
1.00 
LOO 
2.42 

Foot 

Feet 

Tons 
3.56 
4.92 
2.75 
2.81 
6.25 

»3.84 
3.73 

n.77 

3.38 
4.13 
2.21 
3.14 
7.90 
3.48 
2.39 

Ref. 
No. 

17 

1918 

17 

1919 

17 

1920 

17 

1921 
1921 
1921 
19?1 

Gravelly  loam 

.^]lIdo-I-.--M]]^]^''^^ 

do 

do 

do 

do 

do 

do 

do 

do 



"i.li 

.32 

L07 
.65 
2.29 
1.26 
1.07 

3.68 
2.50 
L70 
4.83 

.77 

"o.'96 

L92 
.08 
.42 

0.91 
.23 
.04 

0.38 
.38 
.38 
.38 
.38 
.38 
.24 
.72 
.72 
.19 
.24 

6.04 
5.67 
6.65 
a  55 
2.95 
L32 
.44 
3.30 
1.72 
L19 
2.66 

16 
16 
16 
16 

1921 
1921 

.10 

.21 

16 
16 

19?? 

17 

1923 

18 

1923 

18 

1924 

.75 
.75 

.25 

19 

1925 

L67 

20 

CLOVER  AND  GRASS 


1921 


Gravelly  loam 


2.0 

.03 

LOl 

2.62 

3.16 

0.27 

8.09 

0.38 

8.47 

3.56 

BARLEY 


1921 


Gravelly  loam. 


2.0 

0.54 

0.08 

0.62 

0.38 

LOO 

Bush. 
30.7 

16 


WHEAT 


1921 
1921 


Gravelly  loam. 
do -.- 


5.0 
0.25 


0.58 


0.62 
.68 


L22 


2.42 


0.39 
.39 


2.81 
L07 


25.83 
25.7 


>  These  experiments  were  made  at  the  Summerland  (British  Columbia)  Experimental  Station  by  the 
Department  of  Agriculture,  Dominion  of  Canada. 
*  Third  cutting  not  included. 


52       TECHNICAL  BULLETIN   200,   U.   S.   DEPT.   OF  AGRICULTURE 

Table  12. — Irrigation  water  applied,  rainfall,  and  crop  yields  in  the  Okanogan 
Valley,  British  Columbia — Continued 

SORGHUM 


§ 
1 

Monthly  appUcation  of  water 

Total  quantity 

of  water  re- 
ceived by  crop 

& 

2 
.2 

, 

Sou 

1 

£ 
< 

Years 

p. 
< 

>> 

03 

>-» 

1 

! 

< 

1 

O 

1 

1 
1 

1 

3 

1922 

Gravelly  loam 

Acres 
Plot. 
Plot. 

No. 

Feet 

Feet 

Feet 
0.34 

Feet 
0.26 

Feet 

Feet 

Feet 

0.60 

.67 

Foot 

0.24 

.72 

0.84 
1.39 

Tom 
3  16.32 

17 

1923 

12. 58l        18 

SUDAN  GRASS 


1922 

Gravelly  loam 

do 

Plot. 
Plot. 

0.34   0.26 

0.60 
.67 

0.24 
.72 

0.84 
1.39 

3  6.91 
6.57 

17 

1923 

18 

SUNFLOWERS 


1921 

Silt  loam                 _   _ 

2.0 
Plot. 
Plot. 
Plot. 

0.48 

.34 

2.07 

2.11 
.26 

1.17 
.29 

0.43 

3.02 
.60 

3.24 
.75 

0.38 
.24 
.24 
.72 

3.40 

.84 
3.48 
1.47 

11.00 
3  19.15 
*  13.87 

28.06 

16 

1922 

Gravelly  loam 

]I"-do""I--III"-' 

17 

1922 

17 

1923 

0.12 

.21 

0.13 

18 

CORN  FODDER 


1921 

1921 

1921 

1920-1922 

1920-1922 

1920-1922 

1920-1922 

1921 

1923 


Light  gravelly  loam 

Gravelly  loam 

Light  gravelly  loam 
Sandy  loam... 

^"IIdoI'[Il-"---"- 

do... 

do 

do 


4.75 
2.0 
1.0 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

Plot. 

0.76 
.44 
.30 

0.52 

.72 
2.76 

0.22 

0.32 
.61 

..... 

4 
5 
6 

.30 

1 

.38 

.12 
.29 

.02 
.21 

"o.'i3 

.12 

1.50 
1.48 
3.97 

.50 
1.00 
1.50! 
2.00] 

.52 


0.38 


.38 
6.36 
6.36 


1.88 
1.86 
4.35 

.86 
1.36 
1.86 
2.36 

.90 


5  6.78 
5  12.35 
5  16.37 
4.06 
5.46 
5.20 
5.02 
2.02 


TOMATOES 


1920-1922 
1920-1922 
1920-1922 
1920-1922 
1923 
1923 
1923 
1923 
1924 
1924 
1924 
1924 
1925 
1925 
1925 
1925 


Sandy  loam 

do 

do 

do 

do 

do 

do 

do 

do 

do 

do 

do 

do...-. 

do 

do 

do 


Plot. 
Plot. 

3 
4 

0.50 
1  00 

60.36 
6,36 

0.86 
1  36 

10.60 
11.74 

Plot. 
Plot. 
Plot. 
Plot. 
Plot. 

5 
6 
3 
4 
5 

1.50 
2.00 
.50 
LOO 
1.50 

6.36 

6.36 

.72 

.72 

.72 

1.86 
2.36 
1.22 
1.72 
2.22 

14.76 
14.19 
11.52 
9.41 
6.70 

0.17 
.25 
.30 

0.17 
.25 
.30 

0.16 
.50 
.60 

0.30 

Plot. 

6 

.33 

.33 

.67 

.67 

2.00 

.72 

2.72 

7.11 

Plot. 

3 

.17 

.17 

.16 

.50 

.19 

.69 

17.89 

Plot. 

3 

.25 

.25 

.25 

.75 

.19 

.94 

21.30 

Plot. 
Plot. 

4 
5 

.30 
.33 

.30 
.34 

.60 
.67 

L20 
1.67 

.19 
.19 

1.39 
1.86 

22.74 
21.06 

.33 

Plot. 

3 

.17 

.17 

.16 

.50 

.24 

.74 

3.14 

Plot. 

4 

.25 

.25 

.5C 

1.0(] 

.24 

1.24 

4.20 

Plot. 

5 

.3C 

.60 

.6C 

1.5C 

.24 

1.74 

8.52 

Plot. 

6 

.33 

.67 

.67 

0.33 

2.00 

.24 

2.24 

7.85 

POTATOES 

Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 

3 
4 
5 
6 

1-i 

2100 
1.25 
1.63 

6  0.36 
6.36 
6.36 
6.36 
.18 
.36 

0.86 
L36 
L86 
2.36 
1.43 
L99 

Bush- 
els 

373.0 
604.0 
542.0 
591.0 
139.8 
205.1 

0.83 
.56 

0.42 
.60 

0.47 

1920-1922 
1920-1922 
1920-1922 
1920-1922 
1922 
1921-1922 


Sandy  loam 

--..do 

.--do 

-...do 

Gravelly  loam 


3Average  of  six  plots. 
♦Average  of  ten  plots. 


6  Fertilized  with  15  tons  of  manure. 
6Average  rainfall  for  1921  and  1922. 


IRRIGATION    REQUIREMENTS    OF    COLUMBIA    RIVER  BASIN        53 

Table  12. — Irrigation  water  applied,  rainfall,  and  crop  yields  in  the  Okanogan 
Valley,  British  Columbia — Continued 

CUCUMBERS 


Sou 

1 

1 

d 

Monthly  application  of  water 

Total  quantity 

of  water  re- 
ceived by  crop 

I 

T3 

2 

Years 

< 

^ 
^ 

>-> 

to 

a 

< 

1 

a 
t 

§ 

to 

t-H 

1 
'3 

-a 

1 

2 

1920-1922 

Sandy  loam 

do 

—  -do 

-—do —- 

Acres 
Plot. 
Plot. 
Plot. 
Plot. 

No. 
3 
4 
5 
6 

Feet 

Feet 

Feet 

Feet 

Feet 

Ferf 

Feet 
0.50 
1.00 
1.50 
2.00 

Foo« 
6  0.36 
8.36 
8.36 
«.36 

0.86 
1.36 
1.86 
2.36 

TOTW 

11.60 
19. 05 
20.57 
25.44 

Ref. 
No. 
17 

1920-1922 

17 

1920-1922 

17 

1920-1922 

17 

CARROTS 


1920-1922 

• 

Sandy  loam 

do 

—  --do 

do 

Plot. 
Plot. 
Plot. 
Plot. 

3 

t 

0.50 
1.00 
1.50 
2.00 

6  0.36 
6.36 
6.36 
6.36 

0.86 
1.36 
1.86 
2.36 

6.81 
7.54 
9.04 
11.22 

17 

1920-1922 

17 

1920-1922 

17 

1920-1922 

17 

CANTALOUPES 

1920-1922 

Sandy  loam 

do 

do 

do 

Plot. 
Plot. 
Plot. 
Plot. 

3 
4 
5 
6 

0.50 
1.00 
1.50 
2.00 

«0.36 
6.36 
6.36 
6.36 

0.86 
1.36 
1.86 
2.36 

8.12 
11.59 
9.62 
9.24 

17 

1920-1922 

17 

1920-1922 



17 

1920-1922 

17 

CABBAGE 


1920-1922 
1920-1922 
1920-1922 
1920-1922 


Sandy  loam. 

do 

do 

do 


Plot. 
Plot. 
Plot. 
Plot. 


0.50 
1.00 
1.50 
2.00 


60.36 
6.36 
6.36 


0.861 

1.; 
1.1 

2.361 


4.58 
7.32 


9.74 


BEANS 


1920-1922 
1920-1922 
1920-1922 
1920-1922 


Sandy  loam. 
do 

—  -do 

—  -do 


Plots. 
Plots. 
Plots. 
Plots. 


0.50«0.36 
1.00 
1.50 
2.00 


6, 

6.36 


0.86 
1.36 
1.86 
2.36 


Lbs. 
11,038 
12,858 
13,  278 
12,  740 


FLAX 


1921 


Light  gravelly  loam.. 


0.25 


0.15 


0.20 


0.13 


0.48   0.20   0.68   2,008 


16 


MANGELS 


1921     Light  sandy  loam Plot. 


0.11   0.33   2.25   0.32 


3.01 


0.38 


3.39 


Tons 
715.24 


16 


» Average  rainfall  for  1921  and  1922. 

'  Average  of  39  varieties,  fertilized  with  10  tons  of  manure  per  acre. 


54      TECHNICAL  BULLETIN    200,    tJ.    S.    DEPT.    OF  AGRICULTURE 

LITERATURE  CITED 

(1)  Allen,  E.  T. 

1927.  FOREST  FIGURES  FOR*  PACIFIC  COAST  STATES  .  .  .  Timberman  28 

(6) :  42-44,  46. 

(2)  Allen,  R.  W. 

1918.  the  work  of  the  umatilla  reclamation  project  experiment 
FARM  IN  1917.  U.  S.  Dept.  AgF.,  BuF.  Plant  Indus.  W.  I.  A. 
Circ.  26,  30  p.,  illus. 

(3)  Baldwin,  G.  C. 

1928.  transmission  and  delivery  of  reservoir  water.     amer.  soc. 

Civ.  Engin.  Proc.  54:  1080-1084. 

(4)  Bark,  D.  H. 

1916.  experiments  on  the  economical  use  of  irrigation  water  in 

IDAHO.     U.  S.  Dept.  Agr.  Bui.  339,  57  p.,  illus. 

(5)  Chandler,  A.  E. 

1917.  THE    DOCTRINE     OF    RIPARIAN     RIGHTS     (iN    THE     WESTERN     UNITED 

states).     Second  Pan-Amer.  Sci.  Cong.  Proc.  Sec.  3:.  861-868. 

(6)  Cunningham,  R.  N.,  and  others. 

1926.  MONTANA  forest  AND  TIMBER  HANDBOOK.  Mont.  State  Univ. 
Studies  no.  1,  162  p.,  illus. 

(7)  FORTIER,  S. 

1925.  irrigation  of  alfalfa.     U.  S.  Dept.  Agr,  Farmers'  Bui.  865,  37 
p.,  illus.     (Revised.) 
(8) 


1926.  USE  of  WATER  IN  IRRIGATION.     Ed.  3,  420  p.,  iUus.     New  York. 


1927.  THE  BORDER  METHOD  OF  IRRIGATION.     U.  S.  Dept.  Agr.  Farmers' 
Bui.  1243,  35  p.,  illus. 


1927.  ORCHARD  IRRIGATION.     U,  S.  Dept.  Agr.  Farmers'  Bull.  1518,  28 
p.,  illus. 


1925.    IRRIGATION   REQUIREMENTS   OF  THE    ARABLE   LANDS   OF  THE    GREAT 

BASIN.     U.  S.  Dept.  Agr.  Bui.  1340,  56  p.,  illus. 
(9) 

(10) 

(11) 
(12) 

1928.    IRRIGATION   REQUIREMENTS   OF  THE   ARID   AND   SEMIARID   LANDS   OF 
THE   MISSOURI   AND   ARKANSAS   RIVER  BASINS.       U.    S.    Dept.    Agr. 

Tech.  Bui.  36,  112  p.   illus. 
(13)   French,  H.  T. 

1907.  report  of  the  director  for  the  year  ending  june  30,  1907.    idaho 

Agr.  Expt.  Sta.  Ann.  Rpt.  1907,  46  p.,  illus. 
(14) 

1908.  REPORT  OF  THE  DIRECTOR  FOR  THE  YEAR  ENDING  JUNE  30,  1908.     Idaho 

Agr.  Expt.  Sta.  Ann.  Rpt.  1908,  37  p. 

(15)  Greeley,  W.  B.,  Clapp,  E.  H.,  Smith,  H.  A.,  Zon,  R.,  Sparhawk,  W.  N., 

Shepard,  W.,  and  Kittredge,  J.,  Jr. 
1923.  timber:  mine  or  crop?     U.  S.  Dept.  Agr.  Yearbook  1922:  83-180, 
illus. 

(16)  Helmer,  R.  H. 

1922.  report   of  the   superintendent   for  the  year  1921.      Canada 

Expt.  Farms,  Summerland  (B.  C.)  Sta.  Rpt.  Supt.  1921,  60  p., 
illus. 

(17)  

1923.  REPORT  OF  THE  SUPERINTENDENT  FOR  THE  YEAR  1922.     Canada  Expt. 

Farms,  Summerland  (B.  C.)  Sta.  Rpt.  Supt.  1922,  93  p.,  illus. 

(18)  Hunter,  W.  T. 

1924.  report  of  the  superintendent  for  the  year  1923.     Canada 

Expt.  Farms,  Summerland  (B.  C.)  Sta.  Rpt.  Supt.  1923,  58  p. 

(19)  

1925.  REPORT  OF  THE  SUPERINTENDENT  FOR  THE  YEAR  1924.   Canada 

Expt.  Farms,  Summerland  (B.  C.)  Sta.  Rpt.  Supt.  1924,  71  p., 
illus. 

(20)  

J926,    REPORT    OF    THE    SUPERINTENDENT     FOR     THE    YEAR     1925.       Canada 

Expt.  Farms,  Summerland  (B.  C.)  Sta.  Rpt.  Supt.  1925,  75  p., 
illus. 

5 


IRRIGATION   REQUIREMENTS   OF   COLtJMBIA  RIVER  BASIN       55 

(21)  Kaufman,  R. 

1918.  THE  KITTITAS  PROJECT.    Ann.  Meeting  Wash.  Irrig.  Inst.  Proc.  6: 
85-86. 

(22)  Mark,  J.  C. 

1923.    THE     CORRUGATION     METHOD     OF    IRRIGATION.        U.     S.     Dcpt.     AgT. 

Farmers'  Bui.  1348,  24  p.,  illus. 

(23)  Miller,   F.   G.,   Cunningham,   R.   N.,   Fullaway,  S.  V.,  Jr.,  Whiting, 

C.  N.,  and  Morse,  C.  B. 
[1927].  the  IDAHO  forest  and  timber  handbook.     Idaho  Univ.  Bui.  v. 
22,  no.  22,  155  p.,  illus. 

(24)  Nelson,  E. 

1907.  irrigation  investigations.    Idaho  Agr.  Expt.  Sta.  Bui.  58,  46  p., 
illus. 

(25)  Powers,  W.  L. 

1914.  irrigation    and    soil-moisture    investigations    in    western 
OREGON.     Greg.  Agr.  Expt.  Sta.  Bui.  122,  110  p.,  illus. 


(26) 


1917.  THE  ECONOMICAL  USE  OF  IRRIGATION  WATER.    Greg.  Agr.  Expt.  Sta. 
Bui.  140:  1-76,  illus. 

(27)  and  Johnston,  W.  W. 

1920.  IRRIGATION  OF  POTATOES.     Greg.  Agr.  Expt.  Sta.  Bui.  173,  28  p., 
illus. 

(28)  and  Johnston,  W.  W. 

1922.  IRRIGATION  OF  ALFALFA.     Greg.  Agr.  Expt.  Sta.  Bui.  189,  36  p., 
illus. 

(29)  Taylor,  E.  P.,  and  Downing,  G.  J. 

1917.    EXPERIMENTS  IN  THE  IRRIGATION  OF  APPLE  ORCHARDS.      Idaho   Agr. 

Expt.  Sta.  Bui.  99,  48  p.,  illus. 

(30)  United  States  Department  of  Commerce,  Bureau  of  the  Census. 

1922.  fourteenth  census  of  the  united  states,  taken  in  the  year 
1920.     V.  7,  741  p.,  illus. 

(31)  

1927.  UNITED  STATES  CENSUS  OF  AGRICULTURE,  1925.    Pt.  3,  The  Westem 
States.     512  p.,  illus.     Washington,  D.  C. 

(32)  United  States  Department  of  the  Interior,  General  Land  Office. 

1927.  VACANT  public  lands  on  JULY  1,  1927.    U.  S.  Dept.  Int.,  Gen.  Land 
Off.  Circ.  1131,  15  p. 

(33)  Wright,  G.  C. 

1924.  irrigation  investigations.    Wash.  Agr.  Expt.  Sta.  Ann.  Rpt.  34, 
Bui.  187:  99-104. 

(34)  ZoN,  R. 

1927.    FORESTS  AND  WATER  IN  THE  LIGHT  OF  SCIENTIFIC  INVESTIGATIONS. 

106  p.,  illus.  (Reprinted  with  rev.  Bibliography,  1927,  from 
Appendix  V,  Final  Rpt.  Natl.  Water  Ways  Comn.,  1912. 
U.  S.  Cong.  62d,  2d  Sess.,  Sen.  Doc.  469:  205-302.) 


ORGANIZATION  OF  THE 
UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 

WHEN  THIS  PUBLICATION  WAS  LAST  PRINTED 


Secretary  of  Agriculture Arthur  M.Hyde. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension  Work C.  W.  Warburton. 

Director  of  Personnel  and  Business  Admin-  W.  W.  Stockberger. 
istration. 

Director  of  Information M.  S.  Eisenhower. 

Solicitor E.  L.  Marshall. 

Weather  Bureau Charles  F.  Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dairy  Industry ^__  O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief, 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  Chief. 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief. 

Plant  Quarantine  and  Control  Administration.  Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Food  and  Drug  Administration Walter  G.  Campbell,  Director  of 

Regulatory  Work,  in  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Barnett,  Librarian^ 


This  bulletin  is  a  contribution  from 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  Chief. 

Division  of  Agricultural  Engineering S.  H.  McCrory,  Chief. 

56 


U.S.  GOVERNMENT  PRINTING  OFFICE:  1930 


iM!'iiiiKiiniiiiiiiiiiinMiiMiuiiiiMiiiiii.iiM.ii!iiiiMiiiiiTnifii^TiTin^ 


Technical  Bulletin  No.  199 


October,  1930 


TRADING  IN  CORN  FUTURES 


BY 
G.  WRIGHT  HOFFMAN 

Consulting  Grain  Economist 
Grain  Futures  Administration 


United  States  Department  of  Agriculture,  Washington,  D.  C. 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  C. 


Price  20  cents 


Technical  Bulletin  No.  199 


October,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


TRADING  IN  CORN  FUTURES 

By  G.  Wright  Hoffman 
Consulting  Grain  Economist,  Grain  Futures  Administration^ 


CONTENTS 


Introduction 1 

Importance  of  corn  futures 2 

Future  trading  in  corn  on  the  Chicago 

Board  of  Trade 5 

Corn  supplies  and  prices  in  recent  years 10 

An  implied  assumption 10 

Fundamental     factors     affecting     corn 

prices 10 

Com  futures:  Volume  of  trading,  open  com- 
mitments, and  prices  compared 12 

Volume  of  trading  compared  with  range 

in  price 13 

Open  commitments  compared  with  price.        15 
Deliveries  and  deliverable  supplies  in  their 

relation  to  prices 16 

Volume  of  deliveries  of  corn  and  other 

grains 16 

Volume  of  deliveries  of  corn  compared  to 

volume  of  future  trading 17 

Variations  in  the  volume  of  deliveries 

within  the  delivery  month 18 

Relative  price  changes  resulting  from  the 

delivery  situation 18 

Deliverable  supplies  compared  to  price..       20 


Transactions  of  special  groups  of  traders  in 

their  relation  to  prices 22 

Description  of  special  accounts 22 

Small    and    medium    sized    speculative 

traders 23 

The  market  position  of  three  groups  of 

traders,  by  weeks 23 

The  market  position  of  three  groups  of 
traders  compared  to  prices,  by  days. .  _        26 
The  importance  of  outstanding  speculative 

accounts 29 

Standards  used 30 

Leading  speculative  lines 30 

Combined  position  of  leading  speculative 

lines 32 

Large  net  trades  compared  with  net  price 

changes 33 

Summary 37 

Appendix 40 


INTRODUCTION 

Of  the  various  grains  in  which  future  trading  is  maintained,  wheat 
ranks  first  in  importance.  For  this  reason  most  of  the  investigations 
by  the  Grain  Futures  Administration,  and  particularly  those  appear- 
ing in  published  form,  have  related  to  wheat.  Its  popularity  as  a 
trading  medium  is  due  to  several  factors.  It  is  the  leading  commercial 
grain  crop ;  it  constitutes  over  60  per  cent  of  the  volume  and  approxi- 
mately 75  per  cent  of  the  value  of  our  grain  exports.  It  is  a  staple 
food  with  a  wide  and  general  consumption;  and,  being  grown  in  many 
countries  and  under  a  variety  of  conditions,  its  price  is  subject  to 
continual  and  uncertain  change. 

While  wheat  has  thus  deserved  the  emphasis  given  it,  the  other 
grains,  and  particularly  corn,  are  also  extensively  traded  in.  Trading 
in  corn  futures  has  been  large  during  the  last  two  crop  years;  a  number 
of  speculative  lines  of  unusual  proportions  have  been  built  up,  and  on 
several  occasions  close  supervision  and  regulation  have  been  necessary 
in  order  to  prevent  market  manipulation.     A  study  of  trading  in 

1  The  materials  for  this  study  were  compiled  principally  from  the  records  of  the  Grain  Futures  Admin- 
istration at  its  Chicago  office.  The  author  is  deeply  indebted  to  the  staff  of  the  Grain  Future  Adminis- 
tration for  aid  in  preparing  this  report  and  especially  to  Dr.  J.  W.  T.  Duvel,  Chief  of  the  Grain  Futures 
Administration,  under  whose  direction  the  study  was  made,  and  to  Mr.  J.  M,  Mehl,  Assistant  Chief, 
who  read  the  manuscript  in  its  final  form. 

116329°— 30 1 


TECHNICAL  BULLETIN    199,   U.   S.   DEPT.   OF  AGRICULTURE 


corn  futures  is  justified,  therefore,  on  the  ground  of  its  importance 
as  well  as  its  timeliness. 

The  grain  futures  act  was  approved  by  the  President  on  September 
21,  1922.  A  temporary  stay  of  the  enforcement  of  the  law  pending 
the  determination  of  its  constitutionality  by  the  United  States 
Supreme  Court,  however,  delayed  its  operation  until  the  spring  of 
1923.  Kegulations  under  the  act  were  promulgated  by  the  Secre- 
tary of  Agriculture  on  June  22,  1923,  and  shortly  thereafter  the 
Grain  Futures  Administration  began  the  systematic  receipt  of 
daily  trading  information  from  the  clearing  members  of  the  grain 
futures  exchanges.  To  the  close  of  the  present  study,  September 
30,  1928,  daily  reports  have  thus  been  regularly  received  and  tabu- 
lated for  a  period  of  a  little  over  five  years. 

It  is  proposed  in  this  study  to  analyze  and  summarize  the  infor- 
mation relating  to  corn  futures  during  this  5-year  period,  making 
such  comparisons  with  future  trading  in  other  grains,  and  especially 
wheat,  as  seem  worth  while.  Particular  emphasis  will  be  placed 
upon  the  manner  and  extent  to  which  the  trade  in  corn  futures 
relates  itself  to  the  price  of  corn.  Because  of  the  outstanding  impor- 
tance of  the  Chicago  Board  of  Trade  as  a  futures  market,  unless 
otherwise  stated,  the  data  will  relate  to  this  exchange. 

IMPORTANCE  OF  CORN  FUTURES 

It  is  in  place,  at  the  outset,  to  summarize  the  trade  in  corn  futures 
in  its  relation  to  the  entire  field  of  future  trading  in  grain.  This 
may  be  done  by  comparing  the  volume  of  trades  transacted  each 
day  in  the  various  grains  or  by  comparing  the  contracts  carried 
forward  each  day;  i.  e.,  the  open  commitments  of  traders.  The 
difference  between  these  two  approaches  is  analogous  to  the  differ- 
ence between  the  income  statement  and  the  balance  sheet  in  the 
field  of  finance.  For  certain  purposes,  as  will  be  shown  presently, 
the  volume  of  trading  is  more  instructive;  for  other  purposes,  the 
open  commitments  serve  better. 

Table  1. — Grain  futures:  Average  daily  volume  of  trading  in  each  grain  and  in 

each  market  for  the  5-year  period,  October  1,  1923-Septemher  30,  1928 

[In  thousands  of  bushels;  i.  e.,  000  omitted] 


Num- 
ber of 
trading 
days 

Grain  futures 

All 

Market 

Wheat 

Corn 

Oats 

Rye 

Barley 

Flax 

gram 
futures 

Chicago  Board  of  Trade 

1,507 
1,507 
1,508 
1,504 
1,508 
1,505 
1,507 
729 
1,507 

1,507 
409 

39, 077 

1,394 

2,567 

1,611 

676 

263 

72 

24 

18,  557 
467 

'""764" 

4,647 

40 

651 

7 

1,765 

2 

220 

64,046 

Chicago  Open  Board  of  Trade.... 

Minneapolis  Chamber  of  Commerce.. 
Kansas  City  Board  of  Trade 

1,903 

122 

67 

3,627 
2,382 

Duluth  Board  of  Trade 

266 

4 

121 

1,067 

St.  Louis  Merchants  Exchange 

117 
79 

380 

41 

13 

205 

Seattle  Grain  Exchange 

24 

1 
14 

1 

Ban    Francisco    Chamber   of   Com- 
merce 

14 

New  York  Produce  Exchange 

436 

5 

441 

All  markets! 

46,120 
62.2 

19,984 
27.0 

5,391 
7.3 

2,266 
3.1 

141 
.2 

188 
.2 

74,090 

Percent 

100.0 

1  The  totals  of  the  average  daily  volume  of  trading  of  each  grain  at  all  markets  are  not  precisely  accurate, 
since  the  various  markets  did  not  trade  the  same  number  of  days.  This  is  notably  true  for  the  Seattle 
Grain  Exchange  which  began  trading  on  May  1,  1926,  and  for  the  New  York  Produce  Exchange  which 
traded  only  from  Aug.  1,  1926,  to  Dec,  8,  1927,  a  period  of  409  trading  days  for  wheat  and  124  for  oats.  These 
2  markets  make  up  only  a  small  fraction  of  the  total  trading,  however,  and  for  this  reason  a  simple  sum- 
mation is  practically  accurate. 


TRADING  IN  CORN  FUTURES  6 

Table  1  presents  a  comparison  of  the  average  daily  volume  of 
trading  in  corn  futures  with  the  trading  in  each  of  the  other  grains 
for  the  5-year  period,  October  1,  1923-September  30,  1928.  The 
particular  dates  marking  the  beginning  and  closing  of  this  5-year 
period  were  chosen  because  they  represent  fairly  well  the  limits  of 
the  crop  year  in  corn  futures.  The  close  of  trading  in  the  Sep- 
tember future  on  the  last  day  of  that  month  marks  the  close  of 
trading  in  the  old-crop  futures  for  corn  each  year.  In  Table  1, 
the  trading  is  shown  not  only  by  grains  but  also  by  markets.  The 
list  of  markets  includes  all  those  on  which  any  transactions  in  grain 
futures  were  made  during  this  period  and  which  conform  to  the 
requirements  of  the  grain  futures  act  as  '^  contract  markets." 

Judged  by  the  volume  of  trading,  wheat  futures  are  decidedly 
the  most  important  of  the  various  grain  futures.  For  the  5-year 
period  shown,  trading  in  wheat  futures  accounted  for  62.2  per  cent 
of  the  total  volume  of  trading  on  all  the  markets  and  averaged 
46,120,000  bushels  each  day.  Corn  ranks  second  in  importance 
and,  compared  with  the  remaining  grains,  is  decidedly  the  leader. 
For  the  period  included  in  Table  1,  it  comprised  27  per  cent  of  the 
total  volume  of  trading,  oats  ranking  a  poor  third  with  7.3  per  cent. 
The  trading  in  corn  for  this  period  was,  in  fact,  over  twice  as  large 
as  the  total  of  the  remaining  grains — oats,  rye,  barley,  and  flax. 

Attention  should  be  called  to  the  importance  of  the  trading  on  the 
Chicago  Board  of  Trade  compared  with  the  other  markets.  Table  1 
shows  the  trading  in  all  grain  futures  to  have  averaged  64,046,000 
bushels  per  trading  day  for  this  market  for  the  5-year  period,  while  for 
the  entire  group  of  11  markets  the  figure  is  only  74,090,000  bushels 
per  trading  day.  This  makes  the  leading  Chicago  exchange  over  six 
times  the  size  of  the  other  10  markets  combined,  its  total  volume  of 
trading  exceeding  86  per  cent  of  the  entire  volume. 

For  com  futures,  in  particular,  the  Chicago  Board  of  Trade  domi- 
nates. Com  futures  were  traded  in  on  five  exchanges  during  this 
period — Chicago  Board  of  Trade,  Kansas  City  Board  of  Trade, 
Chicago  Open  Board  of  Trade,  St.  Louis  Merchants  Exchange,  and  the 
Milwaukee  Chamber  of  Commerce.  Over  92  per  cent  of  the  total 
trading  on  all  five  exchanges  was  transacted  on  the  Chicago  Board  of 
Trade.  Kansas  City  ranked  second  with  less  than  4  per  cent.  An 
analysis  of  the  trading  in  corn  futures  on  the  Chicago  Board  will 
approximate,  therefore,  a  similar  survey  covering  all  five  markets. 

The  importance  of  future  trading  in  corn  may  also  be  presented 
through  a  comparison  of  open  commitments  both  with  other  grains 
and  between  markets.     (Table  2.) 


TECHNICAL  BULLETIN    199,   U.   S.   DEFT.   OF  AGRICULTURE 


Table  2. — Average  daily  open  commitments  in  each  grain  future  arid  in  each  market 
for  the  5 -year  -period,  October  1,  1923-Septemher  30,  1928 
[In  thousands  of  bushels;  i.  e.,  000  omitted] 


Market 

Num- 
ber of 
trading 
days 

Grain  futures 

All 

Wheat 

Corn 

Oats 

Rye 

Barley 

Flax 

grain 
futures 

Chicago  Board  of  Trade 

Chicago  Oi)en  Board  of  Trade -. 

Minneapolis  Chamber  of  Commerce. 
Kansas  City  Board  of  Trade 

1,507 
1,229 
1,508 
1,504 
1,508 
1,330 
1,331 
729 
409 

95,841 

1,035 

16,623 

11,  738 

4,806 

1,282 

440 

336 

1,474 

66,349 
668 

"5,'796' 

42,  746 
228 

10,458 
179 

12,985 

13 

2,780 

217, 921 

1,944 

32,411 

17,707 

1,641 

909 

Duluth  Board  of  Trade 

3,093 

46 

1,145 

9,090 
1  948 

St  Louis  Merchants  Exchange 

666 
573 

Milwaukee  Chamber  of  Commerce 

621 

176 

: 

1  810 

336 

98 

1,572 

All  markets!    

133, 575 
46.9 

74,046 
26.0 

54, 330 
19.1 

19,047 
6.7 

1,687 
.6 

2,054 
.7 

284,739 

Per  cent                           - 

100  0 

1  See  footnote  to  Table  1  which  applies  similarly  to  the  totals  of  open  commitments.  No  data  are  avail- 
able on  open  commitments  for  Los  Angeles  and  San  Francisco,  nor  for  the  Chicago  Open  Board  of  Trade  and 
the  St.  Louis  Merchants  Exchange  prior  to  Sept.  1, 1924,  and  May  1, 1924,  respectively. 

A  brief  explanation  of  the  term  ''open  commitments''  is  necessary 
to  a  proper  understanding  of  Table  2.  An  illustration  can  be  con- 
veniently used.  Assume  a  trader  buys  5,000  bushels  of  the  July  com 
future  on  April  3.  If  this  is  his  only  market  commitment,  this  pur- 
chase makes  him  ''long"  5  July  com,  in  which  "5"  represents  5,000 
and  "July"  implies  a  future  contract  maturing  in  that  month  if  not 
offset  earlier.  If  this  trader  later  sells  say  10  July  corn,  he  will  then 
be  "short"  5  July  corn.  It  follows  that  each  trader  or  account  on 
the  books  of  a  brokerage  firm  is  either  long  or  short  or  even  at  any 
particular  time.  It  follows,  too,  that  there  is  no  necessary  relation- 
ship between  the  volume  of  purchases  and  sales  of  a  trader  during 
any  day  and  his  market  position  at  the  close  of  that  day.  Thus  a 
scalper  frequently  buys  and  sells,  within  the  limits  of  a  trading  day, 
large  amounts  of  a  particular  future  but  equalizes  his  trading  so  that 
his  net  position  at  the  close  of  the  day  is  even  or  practically  so. 

A  commission  house  has  many  customers,^  some  of  whom  are  long 
and  some  of  whom  are  short.  Each  clearing  firm  reports  to  the  Grain 
Futures  Administration  the  total  of  all  of  its  long  accounts  and  the 
total  of  all  of  its  short  accounts,  by  futures  and  by  grains,  as  of  the 
close  of  each  trading  day.  Each  of  these  aggregates  describes  the 
open  commitments  of  the  customers  of  the  commission  firm.  For  an 
individual  firm  in,  say,  the  July  corn  future,  the  aggregate  long  might 
be  4,805,000  and  the  aggregate  short  2,360,000  (giving  the  firm  a 
combined  net  position  for  its  customers  of  2,445,000  long  at  the  close 
of  a  particular  day).  When  the  open  commitments  of  all  of  the  report- 
ing firms  are  added,  the  total  of  open  commitments  of  all  customers 
both  long  and  short  is  obtained.  Since  each  long  position  occasioned 
by  a  purchase  has  a  corresponding  short  position  occasioned  by  an 
equal  sale,  it  follows  that  when  the  total  of  all  customers'  commitments 
is  obtained  that  the  long  side  will  exactly  equal  the  short  side.  In 
tabulating  the  total  open  commitments,  either  by  futures  or  all  futures 
combined,  therefore,  it  is  necessary  to  record  only  one  side. 

In  Table  2  an  average  of  the  daily  total  of  open  conmiitments  for 
each  grain  and  for  each  market  covering  the  5-year  period,  October 
1,    1923-September  30,    1928,   is  shown.     The  observations  which 

*  A  customer  may,  of  course,  be  an  individual  trader;  or  it  may  be  a  company  or  firm  as  is  usually  the  case 
with  hedging  accounts;  or  it  may  be  another  commission  firm  as  for  example  a  correspondent  in  another 
city. 


TRADING   IN   CORN   FUTURES  5 

were  made  in  presenting  Table  1  apply  with  about  the  same  force 
here.  Wheat  ranks  a  decided  first  with  corn  second  among  the 
various  grains;  and  the  Chicago  Board  of  Trade  clearly  outranks  the 
other  markets.  It  should  be  observed,  however,  that  the  importance 
of  wheat  compared  with  the  other  grains  and  of  the  Chicago  Board 
of  Trade  compared  with  the  other  markets  is  somewhat  less  marked 
when  judged  by  the  open  commitments  than  when  judged  by  the 
volume  of  trading.  Thus  the  average  of  open  commitments  in  wheat 
futures  for  all  markets  during  this  5-year  period  amounted  to  47  per 
cent  of  the  total  for  all  grains  against  62  per  cent  based  on  the  volume 
of  trading,  while  the  total  of  open  commitments  for  all  grains  on 
the  Chicago  Board  of  Trade  constituted  only  76.5  per  cent  of  the 
total  of  all  markets  in  contrast  to  86  per  cent  when  determined  by 
the  volume  of  trading.  The  reason  for  this  difference  in  both  cases 
is  due  mainly  to  the  large  amount  of  scalping  trade  in  wheat  futures 
on  the  Chicago  board,  which  enlarges  the  volume  of  trading  on  this 
market  without  increasing  correspondingly  the  size  of  the  open  com- 
mitments. The  difference  is  occasioned  in  part  also,  by  the  fact 
that  the  smaller  futures  markets  include  a  larger  proportion  of  hedge 
trades  than  the  Chicago  Board  of  Trade. 

Relative  to  the  other  grains  and  to  the  other  markets,  corn  main- 
tains about  the  same  importance  judged  by  the  open  commitments 
as  by  the  volume  of  trading.  Twenty  six  per  cent  of  the  open  com- 
mitments for  all  grains  was  in  corn  futures  for  this  period;  of  this, 
the  open  commitments  of  the  Chicago  market  made  up  89.5  per 
cent.  By  both  the  tests  of  volume  of  trading  and  of  open  commit- 
ments, therefore,  the  Chicago  Board  of  Trade  stands  preeminent 
among  the  five  corn-futures  markets. 

FUTURE  TRADING  IN  CORN  ON  THE  CHICAGO  BOARD  OF  TRADE 

Trading  in  corn  futures  on  the  Chicago  Board  of  Trade  is  main- 
tained mainly  in  four  futures — December,  May,  July,  and  September. 
Beginning  with  the  fall  of  1927,  the  March  future  was  added  but  it 
has  not  as  yet  assumed  an  importance  equal  to  any  one  of  the  other 
four.  From  day  to  day  and  month  to  month  throughout  each  crop 
year,  these  various  futures  change  in  relative  importance.  Thus 
during  the  winter  months,  the  May  future  has  a  larger  volume  of 
trading  and  maintains  a  larger  proportion  of  open  commitments 
than  any  one  of  the  other  futures;  during  a  part  of  April,  all  of  May 
and  a  part  of  June,  the  July  future  is  dominant;  during  the  remainder 
of  June,  all  of  July  and  a  part  of  August,  the  September  future  leads 
and  from  August  to  and  including  a  part  of  November,  the  December 
future  is  the  most  important. 

Just  how  these  various  futures  change  in  relative  importance  is 
shown  in  Tables  3  and  4.  The  former  presents  the  volume  of  trading 
in  each  of  the  principal  futures  by  months,  and  the  latter  shows  the 
open  commitments  by  futures  at  the  close  of  trading  on  the  last  day 
of  each  month  on  the  Chicago  Board  of  Trade.  Reference  to  either 
table  will  show  the  manner  in  which  successive  futures  supersede 
earlier  ones.  As  a  rule,  trading  in  a  new  future  is  not  started  until 
two  or  three  months  after  trading  has  ceased  in  the  previous  one  of 
the  same  month.  However,  for  the  May  future,  which  is  usually  of 
greatest  length,  trading  was  commenced  for  two  of  the  years  during 
the  month  following  the  expiration  of  the  previous  future. 


6        TECHNICAL  BULLETIN    199,    U.    S.    DEPT.    OF  AGRICULTURE 

Table  3. — Corn  futures:  Volume  of  trading  in  each  of  the  principal  futures  by 
months,  Chicago  Board  of  Trade,  for  the  period,  October  1,  1923-September  30, 
1928,  inclusive 

[In  thousands  of  bushels;  1.  e.,  000  omitted] 


Month 


1023 

October 

November... 
December 


1924 

January 

February 

March 

April 

May 

June 

July-- 

August. 

September.. - 

October 

November... 
December 


1925 

January 

February 

March 

April 

May 

June. 

July-- 

August 

September... 

October 

November — 
December 


January — 
February- - 

March 

April 

May 

June 

July-- 

August 

September. 
October — 
November. 
December.. 


1927 

January 

February 

March.. 

April 

May 

June 

July--- 

August 

September-.. 

October 

November... 
December 


1928 

January 

February 

March 

April 

May. 

June 

July.-- 

August 

September... 


May 
future 


127, 709 
148,029 
173,415 


240,006 
279, 679 
174, 793 

45, 669 
20 

47. 528 
226, 656 
262, 159 
327, 287 
337,030 
494,807 


489, 344 

415, 112 

379, 878 

152, 790 

19,560 

20 

10,431 

33,475 

83,904 

99,852 

108, 676 

357, 777 


233, 612 
168, 159 
204,458 
144, 197 
20, 327 


5 

41,481 

87,360 

117,915 

166, 985 

306,579 


205,489 
215, 283 
285, 309 
167,074 
40, 246 


75 

181 

3,840 

68,480 

164,492 

468,928 


369, 489 
602,063 
488,  511 
263, 230 
39,106 


3,307 
18,016 


July 
future 


16,064 
18,982 
23,643 


60,422 

44,541 

81,404 

75,480 

121,009 

105, 654 

24,525 

2,289 

6,848 

26,425 

63,603 

111,229 


133,640 
146,820 
261, 564 
320, 674 
298,694 
115, 075 
20, 562 


2,440 

8,237 

48, 362 


41,136 
40,284 
68, 617 
92,813 
139,151 
157,490 
17, 512 


641 
14,792 
29,082 


31, 655 
45,414 
88,488 
94,058 
412, 559 
266, 845 
20,108 


3,753 


31, 489 
87, 369 
147,823 
339,871 
403, 188 
197, 195 
61,848 


Septem- 
ber 
future 


20,667 
22,079 
45, 746 
46,439 
96, 268 
160,096 
150,199 
78,658 
24, 612 


634 


37, 993 
61,780 
113, 600 
147, 742 
124, 862 
262, 266 
246, 647 
161,605 
48,763 


2,739 

8,511 

21,846 

32, 270 

51, 223 

119, 535 

247, 873 

121, 812 

12, 712 


2,153 

8,107 

25, 332 

26, 229 

197,040 

606, 385 

349, 665 

221, 691 

65,311 


176 
21,484 
87.133 
188,031 
256, 221 
306,473 
301, 246 
104,617 


Decem- 
ber 
future 


257, 186 

188, 247 

56,771 


90 
3,621 
127, 994 
308, 874 
384, 354 
353, 941 
276,990 
126, 356 
44,670 


5 

165 

907 

34,363 

151,468 

152, 390 

173, 902 

281, 160 

210, 213 

179, 945 

71,466 


1,141 
10,441 
43, 689 
152, 610 
244, 938 
241, 576 
197, 816 
176,069 
29,221 


20 

46 

20 

170,778 

419, 291 

614,335 

383, 663 

210,704 

48,902 


802 

13,605 

71,146 

141,082 

232,217 

198, 135 


March 
future 


30, 801 
113,962 
97, 534 
64,489 
108, 978 


69,623 
69, 395 
17, 824 


1,814 
33,428 
25,090 


Other 
futures 


1,544 
310 
426 


858 


612 

5 

1,053 

3,269 

1,823 

15 

15 


70 


110 


222 

776 

1,054 

635 

55 


1,575 
75 
3 


5 

"iso" 


750 
60 


30 


267 


29 


11 
305 
300 


All  futures 


Total 


402,503 
355,588 
254, 326 


415,449 
306, 620 
406, 849 
296, 807 
265,567 
394, 376 
631, 131 
692,  910 
650, 829 
632, 626 
616,003 
651,256 


661,047 
623, 717 
755, 197 
622, 113 
477,479 
628, 942 
430, 020 
369,204 
414, 603 
313, 559 
297, 493 
477,660 


279,062 
217, 029 
294,824 
270, 427 
221, 142 
320,783 
418,000 
408, 231 
341, 648 
316, 377 
367,846 
366,332 


240,047 
268,864 
399,209 
287, 381 
649, 891 
863,280 
540,  516 
671,864 
787,448 
649,944 
439, 686 
630,561 


470,  789 
649, 031 
675,642 
691,036 
643, 930 
624, 573 
511,522 
570, 497 
346, 894 


TRADING   IN   CORN    FUTURES  / 

Table  4. — Corn  futures:  Open  commitments  in  each  of  the  principal  futures  on  the 
last  trading  day  of  each  month y  Chicago  Board  of  Trade,  for  the  period,  October  1, 
1923-Septemher  30,  192S,  inclusive 

[In  thousands  of  bushels;  i.  e.,  000  omitted] 


Last  trading  day  of 
month  of— 


May 
future 


July 
future 


Sep- 
tember 
future 


Decem- 
ber 
future 


March 
future 


Other 
futures 


All  futures 


Last 
trading 
day  of 
month 


Daily 
average 
for  the 
month 


1923 

October 

November... 
December 


1924 

January 

February 

March. 

April 

May 

June 

July 

August 

September. -. 

October 

November... 
December 


1925 

January 

February 

March 

April 

May 

June 

July 

August 

September. . . 

October 

November 

December 


1926 

January 

February 

March 

April 

May 

June 

July 

August 

September. -- 

October 

November. . . 
December 


1927 

January 

February 

March 

April 

May 

June 

July 

August 

September... 

October 

November... 
December 


1928 

January 

February 

March 

April 

May 

June 

July 

August 

September. . . 


35,639 
43, 131 


45, 936 
49, 121 
43,  763 
23.406 


6,825 
15, 957 
21,609 
29, 951 
40, 349 
49,  517 


49, 632 

49, 056 

32,564 

11, 019 

16 

26 

3,354 

8,040 

12, 867 

18, 979 

26,283 

33, 785 


40,  569 
41,700 
33,806 
11, 024 


5 
9,558 
14,449 
27,545 
42,  756 
52,  798 


63,453 
60, 453 
48, 335 
20,544 


40 

131 

1,258 

12,704 

35,538 

50,601 


63,  784 
73, 819 
58.561 
15,790 


4,856 
8,429 
11, 012 


15,504 
18,886 
23,296 
27, 151 
29,  570 
9,320 


436 

2,080 

5,747 

12, 444 

20,  591 


21,636 
25,  726 
30, 142 
30, 905 
29,070 
8,662 


723 


8,555 
13,  303 
18,  462 
30,202 
35, 440 

9,683 


4,740 
8,023 


11, 181 
18. 055 
26, 370 
42, 148 
43,808 
8,820 


1,713 


8,044 
21, 353 
29,971 
55,678 
48,716 
28,280 

1,013 


50 


4,879 
8,672 
12,  774 
16, 834 
21,917 
19,  954 
18,  530 
10, 818 
2 


291 


7,479 
11, 835 
13,529 
17,060 
21. 943 
24,  052 
26,  176 
12,  917 
15 


1,032 

3,267 

6.745 

12,  367 

17,  826 

32, 973 

30,  257 

6,350 


798 
2,798 
6,750 
11,606 
27, 873 
65, 825 
58,948 
25, 912 


160 

6,087 
17, 190 
29,  612 
33,882 
38, 792 
24,371 


27, 808 
16,  577 


70 
1,659 
15,086 
24,237 
25, 260 
31,410 
28,251 
15,003 


7,463 
14, 125 
20, 117 
25,  567 
29,701 
32,768 
26,299 


4,349 
12,706 
22,068 
31,615 
34,229 
33,277 
11. 836 


20 
21 
16 
20,280 
47,088 
48,228 
43,  513 
19,666 


5,484 


545 
5,079 
14,441 
30,  666 
44,044 
50,686 


110 
135 
230 


120 

5 

611 


105 
177 
45 
70 
90 


230 


6,385 
13, 310 
17,292 
20,236 
23,017 


21, 076 
10,333 


1,167 
8,423 
12,  016 


225 
"26' 


69,  767 
60,780 
64,423 


66,319 
76, 679 
79,833 
67, 461 
53, 146 
44,480 
49,  597 
53,082 
66,087 
63, 949 
67,  796 
70,409 


78,  747 
86,  622 
76,323 
69,  493 
58, 492 
46,865 
49,  647 
46,629 
42,  760 
62,  515 
65,041 
40,  211 


50, 161 
58,270 
59,  013 

54,  502 
57,  615 

55,  362 
62, 330 
47,623 
48, 678 
61,  111 
59, 332 
61,051 


76, 432 
81,306 
81, 456 
74, 318 
71,  702 
74, 661 
79,268 
79,  516 
62,  796 
73,  519 
75, 449 
75, 341 


92,903 
105,  656 
94, 619 
89,203 
83,407 
76,603 
71,863 
78,531 
68,112 


60,  674 
62, 931 
58,802 


70,264 
80,155 
74, 969 
62,188 
48, 733 
46, 977 
64,419 
53,906 
63,704 
67,045 
74,800 


73,860 
81, 782 
83,546 
65, 755 
54, 477 

55,  272 
46,  553 
51, 403 
46, 393 
46, 647 

56,  161 
45, 102 


45, 958 
54, 717 
69, 434 
57, 876 
63,831 
60, 624 
62,196 
63,654 
46,780 
54,427 
63,758 
60,191 


68,526 
77, 933 
84,960 
80,416 
69, 326 
76, 816 
78,  319 
82,329 
69,  773 
68,679 
77, 134 
75,150 


83,533 
98, 133 
98,849 
91,532 
82,361 
83,174 
78, 156 
79,  207 
77, 168 


8         TECHNICAL   BULLETIN    199,    U.    S.    DEFT.    OF   AGRICULTURE 

The  shifting  of  trading  and  market  positions  of  traders  and  groups 
of  traders  from  one  future  to  another  increases  greatly  the  problem  of 
analysis  and  presentation  of  trading  accounts.  This  is  particularly 
true  where  an  attempt  is  being  made  to  include  a  long  period  of  time. 
In  this  study  the  policy  of  combining  the  trading  and  market  commit- 
ments in  the  various  futures  has  been  followed.  By  doing  this, 
account  is  taken  of  those  situations  in  which  a  trader  is  ^'spreading'' 
between  two  futures,  i.  e.,is  long  one  and  short  the  other,  as  well  as 
instances  in  which  a  trader  or  account  is  either  long  or  short  in  more 
than  one  future  at  the  same  time. 

Where  comparisons  are  to  be  made  with  changes  in  the  course  of 
future  prices,  further  difficulty  is  encountered.  Because  the  commit- 
ments in  the  various  futures  overlap,  the  prices  at  which  these  commit- 
ments are  made  also  overlap.  As  a  rule  the  course  of  prices  between 
two  or  more  futures  maintains  a  high  degree  of  parallel  relationship. 
But  usually,  also,  they  are  at  sUghtly  different  levels  and  it  is  not 
practical  to  combine  them.  To  overcome  this  difficulty,  the  rule  has 
been  followed  in  this  study  of  using  the  prices  of  those  futures  whose 
total  of  open  commitments  is  the  largest.  By  following  this  rule, 
definite  assurance  is  had  that  comparisons  are  being  made  with  the 
most  important  price  series  each  day. 

Table  5. — The  period  of  dominance,  based  on  the  open  commitments,  of  each  of  the 
various  corn  futures  from  October  1, 1923,  to  September  30, 1928,  inclusive 


Future 


Period  of  dominance 


From— 


To- 


Number 
of  calen- 
dar days 
dominant 


1923— December. 

1924— May 

July 

September 
December. 

1925— May 

July 

September 
December. 

1926— May 

July 

September 
December. 

1927— May 

July....... 

September. 
December. 

1928— May 

July 

September 
December. 


Oct. 

Nov. 
Apr. 
June 
July 
Oct. 
Apr. 
June 
Aug. 
Dec. 
Apr. 
Jrme 
Aug. 
Nov. 
Apr. 
June 
Aug. 
Nov. 
Apr. 
June 
Aug. 


1,19231 
3,1923 
30, 1921 
18, 1924 
15. 1924 

29. 1924 
3, 1925 

10. 1925 

19. 1925 
1, 1925 

22. 1926 
22, 1926 

11. 1926 
5,1926 

22,1927 
9,1927 

22. 1927 
26,1927 

18. 1928 
26, 1928 

9,1928 


Nov. 
Apr. 
June 
July 
Oct. 
Apr. 
June 
Aug. 
Nov. 
Apr. 
June 
Aug. 
Nov. 
Apr. 
Jime 
Aug. 
Nov. 
Apr. 
June 
Aug. 
Sept. 


2,1923 
29, 1924 
17, 1924 

14. 1924 
28,1924 

2. 1925 
9,1925 

18. 1925 
30,1925 

21. 1926 
21, 1926 

10. 1926 

4. 1926 

21. 1927 
8,1927 

20,1927 
25,1927 

17. 1928 
25,1928 

8,1928 
30, 19281 


179 
49 
27 

106 

156 
68 
70 

104 

142 
61 
50 
86 

168 
48 
73 
96 

144 
69 
44 


1  Not  complete.    Period  of  dominance  for  1923  December  future  began  prior  to  Oct.  1,  1923,  and  period 
of  dominance  of  1928  December  future  ended  subsequent  to  Sept.  30,  1928. 


The  periods  during  which  each  corn  future  was  relatively  the  most 
important,  namely  was  dominant,  during  the  5-year  period  are  shown 
in  Table  5.  This  table  also  shows  the  number  of  days  each  future 
was  dominant  which  brings  out  clearly  the  importance  of  the  May 
future.  May  ranks  first,  with  December  ranking  second,  July  third, 
and  September  last. 


TRADING   IN   CORN  FUTURES 


9 


Table  6. — Corn  futures:  Average  daily  volume  oj  trading  and  open  commitments 
on  the  Chicago  Board  of  Trade  for  the  life  of  each  future  completed  within  the  period 
October  i,  1923-Septemher  30,  1928 


[In  thousands  of  bushels;  i.  e 

.,  000  omitted] 

May  future 

July  future 

September 
future 

December 
future 

March  future 

Other  futures 

Year 

Vol- 
ume of 
trad- 
ing 

Open 
com- 
mit- 
ments 

Vol- 
ume of 
trad- 
ing 

Open 
com- 
mit- 
ments 

Vol- 
ume of 
trad- 
ing 

Open 
com- 
mit- 
ments 

Vol- 
ume of 
trad- 
ing 

Open 
com- 
mit- 
ments 

Vol- 
mneof 
trad- 
ing 

Open 
com- 
mit- 
ments 

Vol- 
ume of 
trad- 
ing 

Open 
com- 
mit- 
ments 

1923 

4,515 
7,390 
4,925 
5,129 
8,716 

18,905 
16, 271 
15,606 
18, 824 
22,201 

25 
39 
21 
21 
18 
13 

116 

1924 

6,126 
11,462 
5,308 
6, 165 
9,005 

28, 105 
28,198 
20, 741 
32, 113 
29,649 

2,218 
5,236 
2,588 
4,106 
6,916 

14,654 
16, 106 
13, 276 
16,760 
27,266 

2,530 
4,882 
2,749 
6,571 
6,877 

11,531 
14,  539 
12,631 
23,032 
21,682 

231 

1925 

59 

1926 . 

35 

1927 

64 

1928 

2,785 

13, 776 

35 

Average  i 

7,620 

27,  704 

4,099 

17, 071 

4,599 

16, 336 

6,152 

19, 157 

2,785 

13, 776 

Daily  average  of  entire  period. 


In  Table  6  there  is  shown  the  average  daily  volume  of  trading  and 
open  commitments  during  the  life  of  each  future  for  the  5-year 


^^^ 


Figure  l. — Corn  futures:  The  average  daily  volume  of  trading  and  the  average  daily  open  commit- 
ments, by  months,  all  futures  combinad,  Chicago  Board  of  Trade,  for  the  period  October,  1923-Sep- 
tember,  1928 

period  under  study.  Here  the  relative  importance  of  each  future  can 
be  determined  on  both  the  basis  of  trading  and  of  contracts  carried 
forward  from  day  to  day.  By  placing  the  data  on  a  daily  basis  the 
factor  of  the  length  of  each  future  is  removed.  On  this  daily  basis,  the 
May  future  ranks  first  in  importance,  with  the  December,  July,  and 
September  following  in  the  order  named. 

Figure  1  shows  the  general  course  of  trading  in  corn  futures  over 
the  5-year  period  being  studied.  It  shows  by  months  the  average 
daily  volume  of  trading  in  all  corn  futures  for  the  Chicago  Board  of 
Trade,  and,  similarly,  for  each  month  for  this  same  period,  the  average 
daily  open  commitments.  Comparisons  with  the  course  of  prices 
over  this  period  both  of  a  general  and  detailed  character  will  be  made 
in  subsequent  sections.     Figure  1  is  designed  to  give  simply  a  broad 


10     TECHNICAL  BULLETIN    199,   U.   S.   DEPT.   OF  AGPJCtJLTURE 

picture  of  future  trading  in  corn  for  the  entire  period.  It  will  be  seen 
that  the  periods  of  October,  1923-May,  1924,  and  October,  1925- 
April,  1927,  are  characterized  by  a  volume  of  trading  somewhat  below 
the  average  for  the  entire  period;  and  that  the  periods  June,  1924- 
September,  1925,  and  May,  1927-September,  1928,  include  trading 
periods  of  large  size.  Later  comparisons  in  connection  with  leading 
speculative  accounts  and  the  course  of  corn  futures  prices  will  empha- 
size the  importance  of  these  variations  in  trading  activity. 

CORN  SUPPLIES  AND  PRICES  IN  RECENT  YEARS 

The  manner  and  extent  to  which  the  trade  in  corn  futures  relates 
itself  to  the  price  of  corn  will  be  considered  in  this  and  the  following 
two  sections.  In  subsequent  sections  it  will  be  necessary  to  con- 
sider particular  groups  of  traders  and  trading  methods  in  their 
relation  to  prices. 

AN  IMPUED  ASSUMPTION 

In  studying  the  relationship  of  future  trading  to  corn  prices  there 
is  an  implied  assumption  that  factors  which  affect  futures  prices  also 
affect  cash  prices  to  an  approximately  equal  extent.  The  accuracy 
of  this  assumption  has  been  shown  many  times  and  need  not  be 
demonstrated  again  here.  It  is  called^  to  the  reader's  attention 
simply  to  record  the  fact  that  the  analysis  in  this  bulletin  is  based  upon 
this  relationship.  Corn  futures  contracts  are  rights  to  corn.  And  as 
long  as  these  rights  can  be  freely  converted  at  the  will  of  the  buyer  or 
seller  into  actual  corn,  the  price  of  futures  and  the  price  of  cash  com 
will  remain  closely  related. 

This  fact  is  of  unusual  significance  both  from  a  legal  and  from  an 
economic  view  point.  Were  this  relationship  destroyed,  future 
trading  would  revert  to  a  mere  gambling  status  in  the  eyes  of  the  law; 
and  from  an  economic  standpoint  it  would  lose  its  significance  entirely 
since  its  twofold  function  of  directing  prices  and  furnishing  hedging 
facilities  would  be  destroyed.  This  interdependence  of  cash  and 
futures  prices  should  thus  be  held  in  mind  in  examining  subsqeuent 
sections.  What  evidence  is  presented  there  regarding  the  relation 
of  future  trading  to  futures  prices  is  of  significance  only  because  cash 
corn  prices  in  turn  are  affected. 

FUNDAMENTAL  FACTORS  AFFECTING  CORN  PRICES 

The  corn  crop  of  the  United  States  has  averaged,  during  the  last 
15  years,  about  2,825,000,000  bushels  per  year.  For  this  same  period 
world  production  has  averaged  approximately  4,215,000,000  bushels. 

The  corn  crop  of  this  country  thus  constitutes  two-thirds  of  the 
world  crop  which  gives  to  it  an  important  position  in  determining 
corn  prices.  This  is  particularly  true  with  reference  to  the  price 
structure  within  the  United  States.  Because  of  the  small  annual 
United  States  export  trade  in  corn,  amounting  to  considerably  less 
than  2  per  cent  of  the  crop,  the  price  of  corn  at  Chicago  is  determined 
mainly  by  the  corn  situation  within  this  country. 

The  trend  in  the  United  States  production  of  com  for  several 
decades  prior  to  1910  was  gradually  upward.  Since  1910  the  trend 
has  been  practically  level,  occasioned  mainly  by  the  fact  that  the 
annual  acreage  devoted  to  this  crop  during  the  last  15  years  has 
barely  held  its  own.     The  price  of  corn,  in  contrast,  has  continued 


TRADING   IN   CORN   FUTtJRES 


11 


with  an  upward  trend  since  1896,  reaching  unusual  levels  during  the 
World  War.  This  upward  trend  has  been  due  almost  entirely  to  the 
rising  general  level  of  prices  and  not  to  an  increasing  demand  for 
corn.  These  facts  are  reviewed  in  order  to  discuss  more  intelligently 
the  basic  situation  of  corn  prices  during  recent  years.  Assuming  a 
fairly  stable  schedule  of  demand,  the  factors  affecting  the  price  of 
corn  are  reflected  through  changes  in  supply  and  changes  in  the  value 
of  the  dollar. 

Figure  2  illustrates  this  relationship.  The  supply  figure  used  in 
the  preparation  of  the  chart  is  an  average  of  published  information 
as  of  November  1  and  the  following  March  1  of  each  crop  year.  For 
November  1  the  carry-over  of  farm  stocks  and  visible  supply  was 
added  to  the  merchantable  portion  of  each  year's  crop,  the  merchant- 
able figure  rather  than  the  total  production  being  used  because  of  its 


/S/3  /S/^  /S/S  /S/e  /S/7  /S/S  /S/S    /^2<P  /S2/  /S2Z  /S23  /A?*«  /S2S  /S2^  /927 


Figure  2.— The  influence  upon  corn  prices  of  changes  in  the  annual  supply  of  corn  in  the  United 
States,  by  crop  years,  for  the  15-year  period,  1913-1927 

closer  relation  to  terminal  market  prices.  For  March  1  the  supply 
represented  by  farm  stocks  and  visible  was  used.  For  the  price 
curve  the  data  used  were  weighted  average  prices  of  No.  3  YeUow 
corn,  Chicago,  for  the  five  months  of  each  crop  year — November, 
December,  January,  February,  and  March.  The  entire  year  was  not 
used  for  the  reason  that  new-crop  prospects  during  the  summer  months 
influence  old-crop  prices.  This  average  price  was  then  deflated,  i.  e., 
the  effect  of  a  changing  general  level  of  prices  was  removed,  by 
dividing  each  average  price  by  a  corresponding  5-month  average  all- 
commodity  price. ^ 

Figure  2  illustrates  the  extent  to  which  supply,  and  variations  in 
supply,  broadly  control  the  course  of  prices.  Except  in  peiods  of 
unusual  change  in  the  general  level  of  prices  such  as  occurred  during 
the  war,  supply  is  the  controlling  force  in  establishing  the  level  of 
prices  in  a  staple  commodity  such  as  corn.     The  degree  of  relation- 

3  Using  the  U.  S,  Bureau  of  Labor  Statistics  revised  all-commodity  index. 


12      TECHNICAL   BULLETIN    199,   U.    S.   DEFT.    OF  AGRICULTURE 

ship  shown  in  Figure  2  was  much  less  pronounced  during  the  first  half 
of  the  15-year  period  than  during  the  last  half,  due  doubtlessly  to  the 
general  lack  of  economic  equilibrium  during  the  war. 

The  last  five  years  shown  in  Figure  2  include  the  period  of  primary 
interest  to  this  study.  One  of  these  years — the  1924  crop  with  the 
accompanying  carry-over — reveals  an  unusually  small  supply  with 
a  correspondingly  high  price.  It  is  necessary  to  go  back  over  20  years 
to  find  a  corn  crop  as  small  as  that  of  1924.  The  years  1923  and  1925 
reveal  crops  above  the  average  in  size  and,  for  the  five  months  in- 
cluded, the  supply  reflects  a  price  considerably  lower  than  that  of 
1924.  The  crops  of  1926  and  1927  were  somewhat  below  the  average. 
This  fact  is  shown  in  the  higher  level  of  corn  prices  during  the  latter 
of  the  two  years,  but  for  1926  the  carry-over  front  the  previous  year 
was  sufficiently  large  to  bring  the  total  supply  up  to  an  average  figure. 

While  it  is  thus  an  accurate  statement  to  say  that  during  these  five 
years  the  supply  of  corn  and  changes  in  the  supply  of  corn  have  served 
as  the  primary  and  fundamental  force  in  determining  the  level  of 
corn  prices,  it  should  be  noted  in  making  this  observation  that  supply 
and  price  are  being  broadly  treated  as  average  annual  figures.  In  this 
treatment  no  consideration  is  given  to  variations  from  month  to 
month,  from  week  to  week,  or  from  day  to  day.  These  variations, 
and  particularly  those  from  day  to  day  and  from  week  to  week,  can 
be  either  large  or  small  without  necessarily  affecting  the  average 
figure  for  the  season.  Having  surveyed  the  general  price  situation, 
the  next  problem  is  to  consider  corn  prices  over  shorter  periods  of 
time  and  particularly  with  reference  to  their  relation  to  future 
trading. 

CORN  FUTURES:   VOLUME  OF  TRADING,  OPEN  COMMITMENTS,  AND 

PRICES  COMPARED 

For  a  market  to  be  attractive  to  speculators,  large  and  frequent 
price  changes  must  occur.  This  is  an  observation  familiar  to  all 
interests  actively  following  the  market,  whether  it  be  in  the  field  of 
commodities  or  of  securities.  When  price  changes  are  large,  either 
in  a  bull  market  or  in  a  bear  market,  speculative  activity  is  also  large; 
when  prices  move  within  narrow  limits,  interest  wanes  and  trading 
declines.  The  reason  for  this  direct  relationship  is  also  well  known. 
Large  price  movements  afford  ample  opportunity  to  buy  and  sell  or 
sell  and  later  buy  in  at  a  profit.  Without  price  ^' swings^'  of  substan- 
tial size,  this  opportunity  would  not  be  present. 

Some  light  is  thrown  upon  this  general  proposition  in  Figure  3. 
For  the  5-year  period,  October,  1923-September,  1928,  the  volume  of 
trading,  the  open  commitments,  and  the  price  of  corn  futures  on  the 
Chicago  Board  of  Trade  are  compared  by  months.  For  the  volume 
of  trading  an  average  of  the  daily  trading,  all  corn  futures  combined, 
for  each  month  is  used.  For  the  open  commitments  all  futures  are 
likewise  combined,  the  average  of  the  daily  open  commitments  for 
each  month  being  plotted.  For  the  price  curve  a  composite  of  the 
four  major  futures  is  shown.  Each  future  is  represented  for  those 
months  during  which  it  was  the  most  important  when  measured  by 
the  size  of  the  open  commitments  in  that  future.  For  the  months  in 
which  a  shift  from  one  future  to  another  is  made  the  prices  are  over- 
lapped to  show  the  extent  of  the  price  change.     The  bars  represent 


TRADING   IN   CORN   FUTURES 


13 


the  monthly  range  and  the  connecting  line  the  trend  in  average  daily 
closing  prices  from  month  to  month. 

The  general  contour  of  the  three  curves  of  Figure  3  exhibits  a  rough 
similarity.  During  the  first  year  and  a  half,  or  up  to  March,  1925, 
the  trend  of  each  was  upward.  During  the  summer  and  fall  of  1925 
a  rapid  decline  took  place.  This  low  level  of  prices,  trading,  and 
open  commitments  continued  through  1926,  and  during  1927  and 
1928  the  three  were  again  high. 


Figure  3.— Corn  futures:  The  average  daily  volume  of  trading  and  the  average  daily  open  commitments 
all  futures  combined,  compared  with  a  composite  futures  price,  by  months,  Chicago  Board  of  Trade 
for  the  period  October,  1923-September,  1928 

VOLUME  OF  TRADING  COMPARED  WITH  RANGE  IN  PRICE 

On  closer  observation,  it  will  be  seen  that  the  relationship  between 
the  volume  of  trading  and  the  course  of  prices  is  closer  than  either  the 
price  and  open  commitments  or  the  volume  of  trading  and  open 
commitments.  The  occasion  for  this  lack  of  close  relationship  on  the 
part  of  the  open  commitments  will  be  discussed  presently.  The 
proposition  set  forth  at  the  beginning  of  this  section,  that  the  larger 
the  price  variations  the  larger  the  volume  of  trading,  is  fully  borne  out 
by  Figure  3.  Months  of  unusual  price  range  such  as  those  of  the  fall 
and  winter  of  1924-25  are  also  months  of  large  volume  of  trading; 
and  months  of  small  price  range  such  as  the  periods  October,  1923- 
May,  1924,  and  September,  1925-April,  1927,  are  similarly  periods  of 
relatively  small  volume  of  trading. 

This  relationship  can  be  more  easily  seen  by  placing  the  price 
range  and  volume  of  trading  for  each  month  of  the  5-year  period  on  a 
common  base.     (Fig.  4.)     The  mean  of  the  monthly  price  ranges  and 


14      TECHNICAL   BULLETIN    199,    U.    S.    DEPT.    OF   AGRICULTURE 

of  the  monthly  vohimes  of  trading  was  calculated.  Percentage 
deviations  from  the  mean  for  each  month's  price  range  and  volume 
of  trading  were  then  obtained  and  plotted.  The  closeness  of  the 
relationship  can  be  easily  seen. 

To  further  test  out  this  relationship  between  volume  of  trading  and 
price,  a  correlation  of  daily  figures  was  made.  By  using  daily  data, 
the  number  of  pairs  of  items  is  greatly  increased,  thereby  increasing 
the  reliability  of  conclusions  drawn.  By  resorting  to  correlation  in 
comparing  the  two  series,  an  exact  quantitative  measure  of  their 
interrelation  is  obtained.  If  the  price  and  trading  change  in  size 
from  day  to  day  in  perfect  accord,  the  index  or  coefficient  of  correla- 
tion measuring  this  relationship  will  be  the  maximum  amount  of 
+  1.0  (or  if  an  inverse  perfect  relationship,  — 1.0).  If  the  two  series 
are  entirely  unrelated  in  size  and  direction  of  movement,  then*  co- 
efficient of  correlation  will  be  0.0. 


0./^.^.i/.f/i.A/i.JUAS.O.N.P.>^./:M.Anj.J.AS.aA/.P.J.^M.AAJ.J.J.j^.S.aMliU/=M.A/-/.J.^^ 
/S^3  /S24-  /&2S  /02e  /S27  /S23 

Figure  4.— The  interrelation  of  price  fluctuations  and  volume  of  trading  in  corn  futures  for  the  5-year 
period  October,  1923-September,  1923 

Correlating  the  daily  range  in  price  (using  the  dominant  future) 
with  the  daily  volume  of  trading  (all  futures  combined)  for  the  entire 
5-year  period  of  1,507  trading  days  gave  a  direct  correlation  of 
+  0.73.  Correlating  the  data  by  crop  years,  namely,  from  October 
1  to  September  30,  for  each  of  the  five  years  gave  the  following 
results : 

Year:  Correlation 

1923-24 +  0.82 

1924-25 +0.  70 

1925-26 +0.  72 

1926-27 +0.88 

1927-28 +0.58 

Finally  by  correlating  the  data  by  periods  of  large  or  small  price 
swings  the  following  results  were  obtained : 

Price  movement:  Correlation 

Period  of  small  price  change,  Oct.  1,  1923-Mav  31,  1924.  +  0.  65 
Period  of  large  price  change,  June  1,  1924-Sept.  30,  192f  _  +  0.  73 
Period  of  small  price  change,  Oct.  1,  1925-Apr.  30,  1927_+0.  71 
Period  of  large  price  change,  May  1,  1927-Sept.  30,  1928. +  0.  70 


TEADING   IN   CORN   FUTURES  16 

The  results  of  these  correlations  give  a  quantitative  confirmation  to 
the  statement  that  speculative  activity  is  dependent  upon  price 
activity.  A  correlation  coefficient  of  +0.73  for  the  entire  period 
reveals  a  definite  and  significant  positive  relationship,  though  by  no 
means  a  perfect  one.  This  is  but  another  way  of  saying  that  increas- 
ing price  activity  is  usually  accompanied  by  increasing  trading  ac- 
tivity, but  at  times  prices  may  move  somewhat  less  or  somewhat  more 
than  trading. 

Attention  should  also  be  called  to  the  fact  that  limitations  of  the 
price  data  preclude  an  ideal  test  due  in  part  to  the  fact  that  the  price 
range  of  only  one  future  is  compared  with  the  combined  volume  of 
trading  of  all  futures.  Occasionally,  also,  the  price  range  of  an  indi- 
vidual day  may  be  narrowed  or  widened  by  a  momentary  ^' bulge"  or 
''break"  in  price  of  little  consequence  in  trading  activity.  Disre- 
garding these  minor  limitations  which  serve  to  lower  the  result,  the 
degree  of  correlation  indicates  clearly  the  interrelationship. 

When  the  comparison  is  made  by  crop  years,  substantially  the  same 
results  are  obtained,  though  considerable  variation  occurs  from  year 
to  year.  When  compared  by  type  of  price  movement  to  determine 
whether  the  degree  of  relation  of  trading  to  price  activity  increases  or 
decreases  as  prices  move  from  a  period  of  small  change  to  one  of  large 
change,  no  substantial  difference  was  found. 

OPEN  COMMITMENTS  COMPARED  WITH  PRICE 

While,  in  a  general  way,  the  open  commitments  tend  to  rise  and  fall 
with  the  large  price  movements,  they  are  by  no  means  concurrent. 
Thus  the  first  large  price  movement  reached  an  average  high  in  Janu- 
ary, 1925  while  the  average  of  open  commitments  was  high  in  March, 
1925.  In  March,  1927,  and  again  in  March,  1928,  the  average  open 
commitment  figure  reached  a  peak,  but  with  no  corresponding  high 
in  price  until  several  months  later. 

One  reason  for  this  lack  of  close  relationship  is  to  be  found  in  the 
fact  that  the  open-commitment  figures  include  a  large  amount  of 
hedges.  It  mil  be  shown  later  that  hedges  vary  in  size  in  direct 
relation  to  the  visible  supply  of  corn  and  bear  no  necessary  relation- 
ship to  price  movements.  They  impart  to  the  open  commitments 
curve  of  Figure  3  a  distinct  seasonal  swing,  rising  to  a  high  during 
February,  March,  and  April  each  year  and  falling  off  to  a  low  during 
July,  August,  September,  and  October.  It  is  possible  to  average  the 
same  months  for  the  5-year  period  and  obtain  a  seasonal  curve  of 
open  commitments  which  when  divided  into  the  totals  will  leave  a 
curve  with  the  seasonal  element  removed.  This  was  done  with  the 
result  that  the  relation  of  open  commitments  to  price  was  improved 
but  still  not  close.  A  period  of  five  years  is,  however,  hardly  long 
enough  to  obtain  a  representative  seasonal  curve. 

In  addition  to  the  seasonal  element  of  hedging,  there  is  another 
important  factor  affecting  the  open  commitments  and  not  always 
to  an  equal  and  similar  extent  the  price.  This  is  the  factor  of  specu- 
lative activity.  Information  presented  in  earlier  bulletins  of  the 
Grain  Futures  Administration  ^  has  demonstrated  the  fact  that  price 
is  most  closely  associated  with  the  market  activity  of  leading  specu- 
lators.    The  extent  to  which  this  is  true  for  corn  futures  will  be 

*  Compare,  for  example:  Duvel,  J.  W.  T.,  and  Hoffman,  G.  W.,  major  transactions  in  the  1926 
DECEMBER  wheat  FUTURE.    U.  S.  Dcpt.  AgT.  Tech.  Bul.  79,  62  p.,  illus.    1928. 


16      TECHNICAL   BULLETIiST    109,    U.    S.    DEF1\    OF   AGRICULTURE 


demonstrated  in  a  subsequent  section.  When  the  price  does  reflect 
closely  the  changes  in  market  position  of  a  particular  group  of  traders, 
for  certain  periods  it  will  move  directly  with  the  total  of  open  commit- 
ments and  for  other  periods  opposite  to  the  total. 

The  reason  for  this  is  to  be  found  in  the  nature  of  the  trading  of  the 
particular  group  of  traders.     If  they  are  accumulating  a  long  position, 

Erice  and  the  total  of  open  commitments  will  likely  move  up  together; 
ut  if  they  are  short  covering,  the  price  will  likely  move  up  and  the 
total  of  open  commitments  down;  similarly  if  they  are  liquidating  a 
long  position,  price  and  the  total  open  commitments  will  decline; 
but  if  they  are  short  selUng,  and  the  price  declines,  the  total  of  open 
commitments  will  probably  increase.  To  make  a  comparison  which 
will  give  promise  of  bringing  out  the  relationship,  if  any,  between 
price  and  open  commitments,  it  will  thus  be  necessary  to  divide  the 
fatter  into  groups  or  classes  of  traders.  This  will  permit  direct  com- 
parison of  each  group  with  the  price  and  the  elimination  of  those 
groups  which  show  no  significant  relation  and  the  further  analysis  of 
those  which  do.     This  is  done  in  subsequent  sections  of  this  bulletin. 

DELIVERIES  AND  DELIVERABLE  SUPPLIES  IN  THEIR  RELATION  TO 

PRICES 

Some  instructive  information  regarding  the  nature  of  corn  futures 
is  to  be  found  in  the  deliveries  of  corn  made  on  futures  contracts. 
Every  agreement  to  purchase  or  sell  for  future  dehvery  involves  the 
possibility  of  subsequent  fulfillment  by  the  transfer  of  actual  grain. 
While,  in  fact,  very  few  contracts  are  so  fulfilled,  the  right  to  do  so 
continues  to  the  last  day  of  the  delivery  month  and  this  right  frequently 
affects  strongly  the  course  of  futures  prices  and  the  actions  of  traders. 

VOLUME  OF  DEUVERIES  OF  CORN  AND  OTHER  GRAINS 

The  information  regularly  collected  by  the  Grain  Futures  Adminis- 
tration regarding  deliveries  consists  of  daily  reports  by  each  clearing 
firm  of  the  amount  of  each  grain  delivered  or  ''put  out"  through  that 
firm  and  the  amount  received  or  ''taken  in  "  by  it.  Since  the  contracts 
in  grain  futures  are  mainly  for  the  four  months  of  May,  July,  Septem- 
ber, and  December,  deliveries  data  are  limited  mainly  to  these  months. 
Summary  information  for  the  Chicago  Board  of  Trade  covering  a 
period  of  four  crop  years,  December,  1924-September,  1928,  for  the 
four  grains  traded  in,  is  presented  in  Table  7. 

Table  7. — Deliveries  of  grain  on  futures  contracts,  Chicago  Board  of  Trade,  for 
the  four  major  futures,  December,  May,  July,  and  September  combined,  by  grains 
and  by  crop  years,  1924-25  to  1927-28 

[In  thousands  of  bushels;  i.  e.,  000  omitted] 


Crop  year 

Corn 

Wheat 

Oats 

Rye 

Total 

1924^25 - 

21,588 
34,696 
31,514 
33,740 

25,911 
15,688 
30,994 
38, 727 

25,746 
20,788 
21,906 
11, 161 

20,318 
8,838 

10, 459 
3,822 

93,563 

1925-26-_ -- 

80,010 

1926-27 - 

94,873 

1927-28                                                                              -  - 

87, 450 

Total 

121,  538 

111,320 

79,601 

43, 437 

355,896 

TRADING   IN   CORN   FUTURES 


17 


Corn  leads  in  volume  of  deliveries,  which  is  in  keeping  with  the  size 
of  the  crop  and  receipts  on  the  Chicago  market,  though,  to  be  in  the 
same  proportion  to  receipts  of  wheat,  deliveries  of  com  should  be 
much  larger. 

Table  8  presents  the  volume  of  deliveries  in  com  by  futures  for  the 
same  4-year  period. 

Table  8. — Deliveries  of  corn  on  futures  contracts,  Chicago  Board  of  Trade,  hy  futures 
for  four  crop  years,  1924-25  to  1927-28 

[In  thousands  of  bushels;  i.  e.,  000  omitted] 


Corn  future 

Crop  year 

Decem- 
ber 

May 

July 

Septem- 

Total 

1924-25 

2,210 
8,749 
3,241 
11,306 

6,397 
9,882 
11,018 
6,647 

7,590 
10,646 

7,586 
12,863 

5,391 
5,419 
9,669 
2,924 

21,588 

1925-26 

34,  696 

1926-27 

31, 514 

1927-28  _       

33,  740 

Total 

25,506 

33,  944 

38,  685 

23,403 

121,  538 

July  ranks  first  in  importance  in  deliveries,  with  the  May  future 
second.  Considerable  variation  is  shown  between  individual  futures 
and  from  one  crop  year  to  another. 

The  delivery  figures  given  in  Tables  7  and  8  consist  of  the  volume 
of  warehouse  receipts  passing  from  sellers  to  buyers  in  fulfillment  of 
contracts  during  delivery  months.  They  do  not  represent  accurately 
net  amounts  of  grain  handled  through  this  channel  for  the  reason  that 
the  same  warehouse  receipt  frequently  passes  through  several  hands 
during  a  delivery  month.  This  increases  the  volume  of  deliveries, 
while  the  quantity  of  actual  grain  involved  remains  the  same.  Seven 
futures  have  been  studied  in  this  connection^  and  they  indicate  that 
the  actual  grain  involved  is  approximately  one-third  of  the  deliveries 
made  by  warehouse  receipt. 

VOLUME  OF  DEUVERIES  OF  CORN  COMPARED  TO  VOLUME  OF  FUTURE  TRADING 

It  is  of  general  interest  to  compare  the  deliveries  of  com  with  the 
volume  of  trading  in  corn  futures  for  this  4-year  period.  By  dividing 
the  deliveries  of  a  particular  future,  by  the  total  volume  of  trading 
during  the  life  of  that  future  the  proportion  of  purchases  or  sales 
which  are  fulfilled  by  the  transfer  of  actual  grain  is  obtained.  For 
the  entire  4-year  period  of  16  futures  deliveries  amounted  to  slightly 
less  than  0.5  per  cent  of  the  volume  of  trading.  For  any  one  future, 
the  maximum  ratio  for  the  period  occurred  in  the  1926  July  future, 
being  1.73  per  cent;  and  the  minimum  ratio  of  0.14  per  cent  occurred 
in  the  1924  December  future. 

The  above  comparison  between  the  volume  of  trading  and  dehver- 
ies  shows  clearly  that  purchases  and  sales  of  corn  futures  are  not  made 
for  the  purpose  of  merchandising  com.  In  fact,  were  the  actual 
amount  of  com  used,  instead  of  deliveries,  compared  with  the  volume 

«  See  the  following  publication:  United  States  Department  of  Agriculture,  yearbook  of  agri- 
culture, 1927:788. 

116329°— 30 2 


18      TECHNICAL  BULLETIN    199,    U.   S.   DEPT.    OF  AGRICULTURE 

of  trading,  the  percentages  given  would  be  still  smaller.  On  the  basis 
of  actual  grain  used,  the  figure  of  0.5  per  cent  would  be  reduced  to 
0.17  per  cent. 

While  these  results  show  that  only  a  negligible  fraction  of  futures 
contracts  ultimately  mature  in  the  actual  handling  of  grain,  it  should 
not  be  implied  from  this  fact  that  the  remainder  of  the  trading  is  of 
no  value.  The  usefulness  of  hedging,  for  example,  is  well  established, 
but  very  seldom  is  delivery  involved  in  this  practice.  It  is  desired  to 
emphasize  only  one  point  here,  viz,  that  trading  in  grain  futures  is 
not  simply  the  buying  and  selling  of  grain  to  be  delivered  in  the 
future;  rather,  trading  in  grain  and  trading  in  grain  futures  are  two 
distinct  processes,  a  fact  not  always  clearly  recognized. 

VARIATIONS  IN  THE  VOLUME  OF  DEUVERIES   WITHIN  THE  DEUVERY  MONTH 

If  the  deliveries  on  the  first  trading  day  of  each  delivery  month  for 
a  considerable  number  of  futures  be  added  together,  and  likewise  the 
deliveries  of  the  second  trading  day,  and  so  on  to  the  last  delivery- 
day,  an  index  showing  the  relative  importance  of  each  delivery  day 
will  be  obtained.  This  was  done  for  the  16  com  futures  shown  in 
Table  8.  When  reduced  to  a  percentage  basis  it  was  found  that  23.2 
per  cent  of  all  deliveries  for  this  4-year  period  were  made  on  the  first 
trading  day  of  the  month;  8.6  per  cent  were  made  on  the  second  trad- 
ing day;  4.8  per  cent  on  the  third;  and  13.9  per  cent  on  the  last 
trading  day.  On  no  other  single  trading  day  was  the  proportion  as 
much  as  4  per  cent.  On  these  four  days,  the  first  three  and  the  last 
trading  day,  over  50  per  cent  of  all  com  deliveries  were  made. 

The  seller  of  a  future  has  the  right  to  elect  the  particular  day  during 
the  delivery  month  upon  which  he  will  deliver.  The  facts  just  recited 
suggest  that  the  seller  may  have  one  of  two  motives.  The  seller 
who  delivers  upon  one  of  the  first  three  trading  days  is  attempting 
to  pass  along  grain  already  acquired  and  against  which  storage  charges 
continue  to  accumulate.  The  seller  who  selects  the  last  delivery  day 
faces  an  entirely  different  situation.  Here  he  has  likely  been,  until 
the  last  days  of  the  delivery  month,  a  short  seller  hoping  prices  will 
break  so  that  he  may  acquire  his  supplies  at  a  lower  level.  To  this 
end  he  remains  short  until  forced  at  the  end  of  the  month  to  fulfill 
his  contract  at  which  time  the  price  may  rise  reflecting  a  squeeze  of 
the  shorts,  or  if  supplies  are  ample  they  may  break  letting  the  short 
seller  out  with  a  profit. 

Deliveries  are  thus  closely  tied  up  with  future  prices.  As  a  delivery 
approaches,  traders  shift  to  a  more  distant  future,  the  market  for  the 
current  future  becomes  increasingly  narrow,  buyers  and  sellers  are 
faced  with  the  possibility  and  ultimate  necessity  of  taking  or  making 
delivery,  and  the  proportion  of  contracts  standing  open  to  the  avail- 
able supply  of  actual  grain  is  continually  being  weighed  and  reflected 
in  the  price  of  the  near-by  future. 

RELATIVE  PRICE  CHANGES  RESULTING  FROM  THE  DEUVERY  SITUATION 

The  extent  to  which  the  near-by  or  current  future  price  is  affected 
by  the  delivery  situation  can  be  measured  by  noting  the  relative 
changes  in  prices  between  the  near-by  and  a  more  distant  future. 
Both  futures  will  reflect  the  fundamental  factors  substantially  alike. 
But  delivery  factors  affecting  the  current  future  will  not  equally 


TRADING   IN   CORN  FUTURES 


19 


affect  the  more  distant  future  and  thus  the  margin  of  price  difference 
between  the  two  will  widen  or  narrow  accordingly. 

In  Figure  5  the  relative  price  changes  between  the  near-by  and  the 
next  succeeding  future  have  been  plotted  for  15  major  futures  for  the 
5-year  period,  October,  1923-September,  1928.  Similar  futures  for 
the  period  have  been  grouped  together.  Four  days  were  selected  for 
comparison,  viz,  one  month  and  one  day  before  the  first  delivery  day, 
one  day  before  the  first  delivery  day,  the  15  or  mid-point  of  the  de- 
livery month,  and  the  last  delivery  day.  Closing  prices  were  used 
and  the  price  differences  recorded  as  a  plus  (  +  )  when  the  current 
future  was  above  the  more  distant,  and  as  a  minus  ( — )  when  below. 
To  be  complete,  the  September  future  should  also  be  included,  but 
it  could  only  be  compared  with  the  new  crop — December  future — 
which  is  influenced  by 
a  fundamentally  dif- 
ferent supply  situation 
and  hence  the  price  dif- 
ferences would  fail  to 
reflect  conditions  of  de- 
livery alone.  The  Sep- 
tember-December com- 
parison has  accordingly 
been  omitted. 

For  the  three  com- 
binations of  futures, 
the  normal  relationship 
should  be  one  in  which 
the  near-by  future  is 
below  the  more  distant 
future  by  an  amount 
reflecting  a  carrying 
charge.  The  extent  to 
which  this  normal  situ- 
ation prevailed  for  each 
future  for  the  5-year 
period  can  be  easily  seen 
in  Figure  5.  In  13  out 
of  the  15  comparisons, 
the  current  future  was 
lower  in  price  than  the  next  succeeding  future,  though  for  2  of  the  13 
this  was  not  true  for  the  entire  period.  The  two  exceptions  were 
the  1924  July  and  the  1928  July.  For  each  of  these  comparisons, 
the  near-by  future  was  higher  in  price  and  is  shown  accordingly 
on  the  chart  in  the  plus  area.  The  explanation  for  the  1924  July  is 
to  be  found  in  the  small  available  supply  of  corn  for  delivery.  The 
explanation  of  the  1928  July  is  to  be  found  in  part  in  the  small  supply, 
but  in  part  also  in  the  unusually  large  holdings  of  July  futures  by 
three  leading  speculators  during  this  period,  causing  this  future  to 
rise  rapidly  in  comparison  with  the  more  distant  September  future. 

The  direction  in  which  each  curve  moves  in  Figure  5  is  also  of 
significance.  The  arrival  of  each  delivery  period  for  each  successive 
future  is  the  signal  for  a  battle  between  the  longs  and  the  shorts. 
The  conflict  is  not  one  to  obtain  grain  to  merchandise  but  rather  one 
for  price  advantage.     For  the  most  part,  the  longs  do  not  want  ulti- 


J/         JO  /S  J/ 


rtj4y   j(//ff  Mir  je/ir 

J/        Ji/    /s  3/ 


Figure  5.— Changes  in  the  current  future  price  relative  to  the  next 
succeeding  future  for  specified  dates  approaching  the  delivery 
month,  for  three  corn  futures,  for  five  years 


20      TECHNICAL  BULLETIN    199,   U.    S.    DEPT.    OF  AGRICULTURE 

mately  to  accept  delivery  of  grain  nor  do  the  shorts  want  ultimately 
to  deliver  grain.  Rather,  each  side  is  interested  in  forcing  the  other 
to  start  to  close  out  their  contracts  first.  If,  for  example,  the  longs 
in  the  early  part  of  the  delivery  month  fear  delivery  by  the  shorts  and 
accordingly  commence  selling  out  their  interest,  in  taking  the  initia- 
tive, their  bargaining  position  is  weakened  and  the  current  future  is 
likely  to  decline  relative  to  the  more  distant  futures. 

The  extent  to  which  the  long  interest  or  the  short  interest  had  the 
advantage  for  the  period  covered  for  each  future  is  clearly  brought 
out  in  Figure  5.  To  a  striking  degree,  the  current  future  declined 
relative  to  the  next  succeeding  one  during  the  month  preceding  deliv- 
ery and  rose  from  the  1st  to  the  15th  of  the  delivery  month.  From 
the  15th  to  the  close  of  the  delivery  month,  the  price  rose  in  10  out  of 
the  15  cases. 

The  downward  movement  during  the  month  preceding  delivery  is 
occasioned  by  the  switching  of  long  accounts  to  a  more  distant  future 
prior  to  delivery.  This  shifting  takes  the  form  of  selling  the  current 
future  and  buying  a  succeeding  one,  generally  accomplished  by  a 
single  order  placed  at  a  fixed  difference,  a  procedure  causing  the  price 
of  the  former  future  to  decline  relative  to  the  latter.  That  the  initia- 
tive is  here  taken  by  the  long  interest  is  occasioned  by  the  fact  that 
the  seller  has  the  option  of  choosing  the  day  during  the  delivery 
month  on  which  he  will  deliver.  There  is,  therefore,  no  urgent  reason 
for  the  shorts  to  close  out  their  position  prior  to  the  first  day  of 
delivery. 

The  cause  of  an  upward  movement  during  the  delivery  month  is 
the  fear  on  the  part  of  the  short  interests  that  they  can  not  obtain 
grain  to  meet  their  contracts.  It  should  be  borne  in  mind  that  during 
a  delivery  month  the  volume  of  open  commitments  in  the  current 
future  has  declined  to  comparatively  small  proportions.  Hedging 
accounts  and  the  more  fundamental,  long-run  speculative  accounts 
have  been  shifted  to  more  distant  futures.  There  remains  a  group  of 
longs,  frequently  identified  with  elevator  interests,  who  are  in  a  posi- 
tion to  benefit  by  any  increase  in  the  price  of  the  current  future  during 
the  delivery  month,  and  a  group  of  shorts  who  continue  short  fre- 
quently until  the  last  trading  day  in  the  hope  that  supplies  will  in- 
crease, the  longs  liquidate,  and  the  price  decline  to  their  advantage. 
If  the  cases  of  Figure  5  are  typical,  this  seems  to  be  a  vain  hope 
usually. 

DELIVERABLE  SUPPUES  COMPARED  TO  PRICE 

The  supply  of  grain  available  for  delivery  on  futures  contracts  is 
thus  the  heart  of  the  delivery  problem.  If  the  supply  is  small  or 
closely  held,  a  squeeze  with  an  accompanying  run-up  in  the  current 
future  price  will  develop;  if  ample,  this  price  derangement  will  not 
likely  occur.  Figure  6  illustrates  the  degree  of  relationship  between 
deliverable  supplies  of  corn  and  the  current  corn-future  price.  The 
supply  curve  represents  the  deviations  from  the  5-year  average  of  the 
supply  of  com  in  private  and  public  elevators  in  Chicago  on  the  15th 
(or  the  nearest  Saturday  to  the  15th)  of  the  delivery  month.  Siini- 
larly,  for  the  price,  the  deviations  from  the  5-year  average  of  price 
differences  between  the  current  and  next  succeeding  future  on  the 
15th  of  the  delivery  month  were  plotted.  The  deviations  of  the  five 
December  futures,  to  five  May  futures  and  the  five  July  futures  for 
the  period,  October,  1923-September,  1928,  are  shown. 


TRADING  IN  CORN  FUTURES 


21 


The  extent  of  the  inverse  relationship  can  be  easily  seen.  The 
futures  of  1923  December,  1924  May,  1924  July,  and  1928  July  clearly 
stand  out  as  periods  of  small  supply  and  high  relative  price,  while  the 
1926  December,  1926  and  1927  May,  and  1926  and  1927  July  show 
relatively  large  supplies  with  prices  correspondingly  below  the  average. 

Dehveries  of  corn  and  variations  in  deliveries  were  also  plotted  to 
note  the  extent  to  which  they  were  related  to  either  the  supply  or 
the  price  or  both.  The  results  obtained  were  negative,  no  consistent 
relationship  being  shown  in  either  case.  The  reason  for  this  is  to  be 
found  in  the  fact  that  deliveries  are  used  largely  as  a  means  of  clear- 
ing contracts  and  in  some  years  of  small  supply  a  large  volume  of 
deliveries  was  made,  trading  being  stimulated  by  the  uncertainty  in 
the  market  situation. 

The  problem  of  adequate  means  to  fulfill  open  contracts  is  as  old 
as  futures  trading.  In  its  extreme  form,  it  is  the  problem  of  pre- 
venting market  corners.     The  cause  is  inadequate  deliverable  sup- 


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^^  £'^/ir£ 

£>£y/>ir/o/^ 

1 
I 

1 

e£yii/iT/0A/s     ^""^ 

£>£^//ir/my 

,/9Z3     /SZ^ 

/92S      /S2ff     /S27^ 

/s^-^    /J2S   /^^<?- 

/azr    ASt^s, 

J92^     /S2S     /S2S 

/S27     /S28, 

Figure  6.— The  relationship  between  the  supply  of  corn  in  public  and  private  store  in  Chicago  on  the 
15th  of  the  delivery  month  and  the  current  corn  futures  price,  for  three  futures,  for  five  years 

plies  and  the  effect  is  uncertainty  of  price  movements  with  frequent 
derangements  in  price.  To  meet  this  problem  several  means  have 
been  adopted  by  grain  futures  exchanges.  They  include  usually 
seller's  option  of  day  of  delivery  and  of  the  grade  of  grain  within 
certain  limits,  a  multigrade  contract,  rules  prohibiting  comers  and 
price  manipulation,  and  permitting  track  deliveries  during  the  last 
few  days  of  the  delivery  month  and  in  an  emergency  on  any  delivery 
date. 

It  is  believed  by  the  Grain  Futures  Administration  that  this  situ- 
ation would  be  further  improved  by  a  rule  on  the  part  of  the  exchanges 
prohibiting  trading  in  the  current  future  beyond  the  15th  or  20th  of 
the  delivery  month  and  allowing  the  remaining  10  or  15  days  for  the 
sellers  to  provide,  if  they  have  not  already  done  so,  the  necessary- 
supplies  to  meet  their  contracts.  Such  a  rule  would  at  once  elimi- 
nate the  chief  trouble  under  the  present  plan:  the  continual  hope  on 
the  part  of  the  short  interest  that  the  price  will  break,  a  hope  that 
frequently  continues  to  the  last  minute  of  the  last  trading  day  of  the 
dehvery  month. 


22      TECHNICAL  BULLETIN    199,    U.    S.   DEPT.    OF  AGRICULTURE 

TRANSACTIONS  OF  SPECIAL  GROUPS  OF  TRADERS  IN  THEIR 
RELATION  TO  PRICES 

Thus  far  the  analysis  of  trading  in  com  futures  has  been  limited  to 
four  fundamental  phases  of  the  subject:  (1)  The  importance  of  fu- 
ture trading  in  corn,  (2)  annual  supplies  of  corn  in  the  United  States 
in  their  relation  to  corn  prices,  (3)  the  total  volume  of  trading  and 
total  open  commitments  in  corn  futures  compared  to  future  prices, 
and  (4)  deliveries  and  deliverable  supplies  compared  to  prices.  Con- 
sideration has  thus  been  given  to  trading  factors  having  a  general 
effect  upon  the  market  as  a  whole.  It  is  now  in  place  to  consider,  in 
some  detail,  particular  groups  of  traders  and  trading  methods  in  their 
relation  to  corn  prices.  For  this  purpose  the  information  regarding 
individual  traders  and  firms  regularly  collected  by  the  Grain  Futures 
Administration  will  be  used.  The  data  relate  to  trading  activities 
on  the  Chicago  Board  of  Trade  and  for  this  study  include  the  4-year 
period  October  1,  1924-September  30,  1928. 

DESCRIPTION  OF  SPECIAL  ACCOUNTS 

Mention  has  already  been  made  of  the  fact  that  each  clearing  firm 
of  the  board  reports  daily,  by  grains  and  by  futures,  its  total  volume 
of  trading  and  the  aggregate  of  its  long  and  of  its  short  accounts  as 
of  the  close  of  trading.  In  addition,  clearing  firms  are  required  to 
report  daily  the  separate  market  positions  of  each  of  their  largest 
accounts.  For  this  purpose  the  regulations  provide  with  respect  to 
wheat,  corn,  and  oats  that  every  account  having  a  net  position  in  any 
one  future  of  500,000  bushels  or  over  must  be  reported  for  each  day 
the  particular  grain  and  future  equaled  or  exceeded  that  amount. 
For  rye  this  limit  is  200,000  bushels. 

Accoimts  covered  by  these  latter  reports  are  known  as  special 
accounts.  Necessarily  they  include  only  the  records  of  the  largest 
traders  or  trading  interests.  The  requirements  being  general,  they 
include,  also,  several  types  of  accounts,  viz,  speculative,  hedging, 
commission  house,  and  spreading.  These  can  be  grouped  to  obtain 
totals  for  each  type  of  large-scale  trading  interest.  Such  a  grouping 
has  been  carried  out  for  corn  in  the  present  study  for  the  two  impor- 
tant groups  of  speculative  accounts  and  hedging  accounts.  No 
attempt  has  been  made  to  compile  a  group  of  spreading  accounts  as 
the  number  of  accounts  of  this  size  is  too  few.  Nor  was  any  analysis 
made  of  the  group  of  commission-house  accounts  since  they  include 
very  diverse  trading  interests  and  frequently  combine  traders  of  large 
and  small  size  and  as  a  result,  unless  selected  with  extreme  care,  the 
sample  obtained  is  not  typical  of  any  trading  interest. 

For  the  two  groups  selected — speculative  and  hedging— all  of  the 
accounts  of  500,000  bushels  or  over  which  could  be  definitely  identi- 
fied with  one  of  these  two  classes  were  included.  In  some  cases,  the 
account  appeared  above  the  half-million-bushel  limit  for  only  a  few 
days;  in  other  cases  it  continued  for  many  months. 

For  the  4-year  period  covered,  October  1,  1924-September  30,  1928, 
there  were  in  all  95  special  accounts  which  were  speculative  in  char- 
acter. These  95  accounts  did  not,  however,  represent  as  many  dilfer- 
ent  individual  speculators.  In  some  cases  a  trader  carried  an  account 
with  two  or  more  different  firms  at  the  same  time;  in  other  instances 
traders  changed  houses,  thus  adding  another  account  to  the  record 


TRADING   IN    CORN   FUTURES  23 

but  not  another  trader.  Identifying  these  accounts  with  the  trader, 
it  was  found  that  tliere  were  in  all  69  in  this  speculative  group.  Of 
these  69,  63  represented  individual  traders  and  6  trading  companies 
or  speculative  firm  accounts.  It  is  probable,  however,  that  some  of 
those  apparently  trading  as  individuals  had  others  financially  asso- 
ciated with  them. 

In  the  hedging  group  there  were  in  all  67  accounts  reaching  the 
500,000-bushel  level  during  the  entire  4-year  period.  These  were 
identified,  however,  with  not  more  than  40  different  interests,  all  of 
which  might  be  classified  as  company  or  firm  accounts.  Like  the 
speculative  records,  they  were  of  a  wide  variety  in  size  and  continuity 
though  as  a  rule  they  displayed,  as  might  be  expected,  much  greater 
stability  of  market  position. 

SMALL  AND  MEDIUM  SIZED  SPECULATIVE  TRADERS 

To  obtain  additional  representation  of  trading  activity  in  corn 
futures,  a  group  of  records  typifying  the  trading  of  small  or  medium 
sized  speculators  was  compiled.  The  data  for  this  type  of  trader 
were  derived  from  a  selected  list  of  clearing  firms  of  the  Chicago  Board 
of  Trade.  Fifteen  firms  were  chosen  for  the  purpose,  none  of  whom 
was  known  to  handle  any  large  volume  of  hedging  trades  nor  any  of 
the  large  speculative  accounts  comprising  the  group  described  in  the 
previous  section.  Each  of  these  firms  handles  a  commission  business 
of  speculative  traders  of  moderate  or  small  size.  Their  clientele 
typify  what  is  popularly  known  as  the  ''general  public.''  A  com- 
bined aggregate  of  the  long  accounts,  a  combined  aggregate  of  the 
short  accounts,  and  a  combined  net  position  of  the  customers  of  these 
15  clearing  firms  was  compiled,  by  days,  covering  the  same  4-year 
period  as  that  included  in  the  compilation  of  hedging  and  speculative 
accounts. 

THE  MARKET  POSITION  OF  THREE  GROUPS  OF  TRADERS,  BY  WEEKS 

Figure  7  presents  the  net  position  of  each  of  the  three  groups  of 
traders  just  described.  Market  positions  as  of  the  close  of  trading 
each  Monday  were  used.  These  were  compared  with  a  composite 
price  of  successive  corn  futures  open  during  this  period,  the  future 
used,  and  the  period  during  which  it  was  used,  being  in  each  instance 
the  one  whose  open  commitments  were  largest.  The  data  for  this 
chart  are  to  be  found  in  the  Appendix,  Table  12. 

Some  general  observations  can  be  made  from  Figure  7  preliminary 
to  a  more  detailed  comparison  of  these  three  groups  with  price  shown 
in  Figure  9.  The  general  location  of  the  curves  of  the  three  trading 
groups  is  of  significance.  The  hedging  group  was  predomin^tly  on  the 
short  side  of  the  market,  and,  with  only  minor  exceptions,  this  was  true 
throughout  the  entire  4-year  period.  This  is  a  fact  to  be  expected 
from  the  nature  of  hedging  practice  since  actual  holdings  of  corn  in 
store  generally  exceed  forward  orders  for  corn. 

The  market  positions  of  each  of  the  other  two  groups  were,  in 
contrast,  generally  long.  This  was  especially  true  of  the  15  clearing 
firms  representing  the  market  position  of  the  small  and  medium  sized 
trader  and  conforms  to  the  popular  belief  that  the  so-called  general 
public  is  characteristically  bullish  in  temperament.  The  group  of 
large  speculators,  while  long  most  of  the  4-year  period,  was  occa- 


24      TECHNICAL   BULLETIN    199,    U.    S.    DEPT.    OF   AGRICULTURE 

sionally  short,  though  not  to  any  marked  extent,  with  the  exception  of 
August  and  September,  1928.  These  large-scale  traders  are  the  mar- 
ket leaders  and  include  those  referred  to  usually  as  professional  specu- 
lators. The  belief  is  frequently  expressed  that  as  a  rule  this  group 
takes  the  short  side  of  the  market.  This,  however,  was  not  the  case 
during  this  4-year  period  for  corn. 

The  large  speculators  taken  as  a  group  did  not  build  up  a  market 
position  of  any  size  until  the  early  part  of  1927.  Considerable  market 
interest  was  shown  from  the  fall  of  1924  to  the  spring  of  1925  but  this 
gradually  diminished  and  throughout  the  greater  part  of  1925  and  all 
of  1926  few  large  traders  were  in  the  market.  Beginning  in  January, 
1927,  several  leading  traders  built  up  long  lines  principally  in  the  1927 
May  and  the  1927  July  futures  and  these  were  not  liquidated,  as 


J  >t  J-  o   /v 


Figure  7.— The  combined  net  position  of  three  groups  of  traders  compared  with  the  average  closing 
price,  by  weeks,  for  corn  futures,  for  the  period  October,  1924-September,  1928 

Figure  7  shows,  until  the  end  of  September  of  that  year.  Again  in 
January,  1928,  in  the  main  this  same  group  of  traders  assumed  a  long 
position  which  was  not  liquidated  until  the  close  of  the  1928  July 
future.  These  were  the  only  outstanding  positions  taken  by  this 
group  of  leading  speculators. 

A  pronounced  seasonal  movement  is  revealed  in  the  hedging  group, 
this  group  being  on  the  short  side  of  the  market  during  almost  all 
of  this  4-year  period.  Each  year  the  curve  swings  downward  to  a 
maximum  short  position  during  the  winter  and  spring  months  and 
upward  again  as  the  late  summer  and  fall  is  approached.  The  size  of 
the  hedging  position  varies  considerably  from  year  to  year,  being 
somewhat  smaller  during  the  first  crop  year  and  unusually  large 
during  the  third.     The  cause  for  these  variations  in  hedging  position 


TRADING   IN   CORN   FUTURES 


25 


is  to  be  found  mainly  in  the  changes  continually  occurring  in  the 
visible  supply  of  corn.  This  fact  is  clearly  brought  out  in  Figure  8. 
Here  the  visible  supply  of  corn  as  reported  to  the  Chicago  Board 
of  Trade  each  Saturday  is  plotted  to  the  same  scale  and  for  the  same 
dates  with  the  net  position  of  the  hedging  group.  Both  in  movement 
and  size  from  year  to  year,  the  two  series  move  inversely.  The  larger 
the  visible  supply,  being  a  position  on  the  long  side  of  the  market, 
the  larger  the  short  sales  as  hedges;  and  conversely,  as  the  visible 
decreases  toward  the  end  of  each  crop  year,  the  short  hedges  are 
removed  by  buying  back  the  futures. 


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^O  A/P  ^J  F  M  j^  M  (/  (J  /I  S  O  /if  P.i/  /=  Af^  M  U  l/  »  S  O  //  O^O  F  M  y^  Af  U  J  y!l  S  O  Af  £>,  </  ^  Af  /I  Af  i/  J  ^  S, 
yS^^  TsSS-  7^26  7327-  ^9^  ' 

Figure  8.— The  United  States  visible  supply  of  corn  compared  with  the  combined  net  position  of 
67  large  hedging  accounts,  by  weeks,  for  the  period  October,  1924-September,  1928 

Figure  8  also  indicates,  in  a  measure  at  least,  the  importance,  rela- 
tive to  the  entire  body  of  hedges  in  corn  futures,  of  these  leading 
accounts.  They  constitute,  for  the  4-year  period,  58  per  cent  of  the 
visible  supply.  This  is  nothing  more  than  a  rough  approximation, 
however,  since  not  all  of  the  supply  usually  hedged  is  to  be  found  in 
the  visible  and  not  all  of  the  hedging  is  included  in  the  accounts 
above  the  limit  of  500,000  bushels.  The  figure  is  suggestive  of  the 
importance  of  the  large  hedging  accounts  as  well  as  of  the  proportion 
of  the  visible  supply  of  corn  usually  hedged.  For  the  crop  year, 
1924-25,  the  proportion  was  42  per  cent;  for  1925-26,  53  per  cent; 
for  1926-27,  81  per  cent;  and  for  1927-28,  43  per  cent. 


26      TECHNICAL  BULLETIN    199,   U.    S.   DEFT.    OF  AGRICULTURE 

THE  MARKET  POSITION  OF  THREE  GROUPS  OF  TRADERS  COMPARED  TO  PRICES, 

BY  DAYS 

Figures  9,  10,  11,  and  12  make  a  more  detailed  comparison  of  the 
three  groups  of  traders  just  described  with  the  course  of  futures 
prices.  They  are  divided  by  crop  years  with  each  year  ending  Sep- 
tember 30,  and  present  daily  figures  for  the  4-year  period,  October 
1,  1924-September  30,  1928.  Aside  from  the  fact  that  daily  data 
are  shown,  they  differ  from  Figure  7  in  one  particular.  Instead  of 
including  new  crop  future  positions  with  the  totals  for  the  three 
groups  during  each  spring  and  summer,  these  were  removed,  thus 


4   ^^TtMihiriihmliiiiiliiiiiNiMliiiilmijiiiilniiiliiiiiliiMHmil^^  I...iI.ii.iI,,i..i„.mI I , X....|.,„.l I,.,,  i.m.l,. .,!,., ..l,,..,!,,, 

i^J.^ ^27^^/0 //Z*  /  S  xS^ZZS//3  /y  X  i  SAgJV!^  g  /SJJ 3/^6 /J 29 77  4  //  a 2S /,  8  /S J^  JS ,f  /3 iO ^/ ^  /O /7Jif  J/^a /4^/ ^J, 

ocros£/z,  /K?>25K«5e^     Z^e/L        7i!r?         <ym£       .jmy^     ^i/ffu^r  s£fv^£Meie 

/S^'^  /S2S 

Figure  9, — The  combined  net  position  of  three  groups  of  traders  compared  with  the  average  clos- 
ing price,  for  corn  futures,  for  the  period  October  1,  1924-September  30,  1925 

separating  the  futures  positions  of  each  crop.  Similarly  for  the 
price,  the  old-crop  September  future  was  continued  through  Septem- 
ber 30  instead  of  introducing  the  new  crop  December.  By  making 
this  change,  the  futures,  both  in  market  position  and  price,  represent 
one  crop  only  for  each  year. 

The  four  years  shown  in  Figures  9-12  differ  widely  in  market 
positions  and  price.  For  the  crop  year  1924-25,  while  the  price  of 
corn  futures  reached  unusually  high  levels,  the  combined  net  posi- 
tions of  both  the  large-scale  speculative  group  and  the  small  specu- 
lative traders  represented  by  the  15  clearing  firms  were  comparatively 
small.     The  reason  for  this  lack  of  pronounced  speculative  interest 


TRADING   IN  CORN  FUTURES  27 

was  apparently  the  unusual  trading  and  erratic  price  movements 
during  the  year  in  wheat  futures.  Trading  interest  being  centered 
in  wheat,  prices  were  bid  up  to  a  maximum  of  $2.05%  for  the  May 
futiu-e  on  January  28.  Corn  prices,  moving  in  sympathy,  rose  to  a 
maximum  of  $1.37%  for  the  May  future  on  February  4,  1925.  With 
reference  to  the  combined  position  of  the  hedging  group,  it  will  be 
seen  that  no  relation  to  price  or  to  the  other  trading  interests  is 
shown. 

The  crop  year  1925-26  is  characterized  by  a  low  and  declining 
price  level  with  little  speculative  interest.  The  hedging  group  shows 
the  usual  seasonal  swing  in  short  position.     What  relation  is  shown 


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/szs  /S2e 

FiGUBE  10.  —The  combined  net  position  of  three  groups  of  traders  compared  with  the  average  clos- 
ing price,  by  days,  for  corn  futures,  for  the  period  October  1, 1925-September  30,  1926 

between  the  other  two  classes  of  traders  is  inverse  in  character,  the 
market  position  of  one  group  increasing  as  the  other  decreases  and 
later  the  former  decreasing  as  the  latter  increases.  This  inverse 
relationship,  however,  is  not  pronounced. 

In  contrast  with  the  two  previous  years,  the  crop  year  1926-27 
shows  a  large  net  position  by  the  speculative  group  and  during  the 
latter  half  of  the  crop  year  a  definite  relation  to  price.  Led  by  a 
group  of  four  leading  longs,  a  combined  net  market  position  of 
37,923,000  bushels  was  reached  on  August  8,  1927,  with  the  price  of 
September  corn  closing  at  $1.13^^,  the  latter  also  being  the  highest 
closing  price  during  the  life  of  the  1927  September  future. 

For  this  crop  year,  the  combined  position  of  the  small  speculator 
group  again  moved  inversely  to  the  position  of  the  leading  speculators 


28      TECHNICAL   BULLETIN    199,    U.    S.    DEFP.    OF   AGRICULTURE 

and  likewise  to  price,  their  position  increasing  as  the  price  declined 
and  decreasing  as  the  price  advanced.  The  hedging  group  is  again 
characterized  by  a  pronounced  seasonal  swing  showing  little  relation 
to  price. 


ffcrc>ff£/i  wysnsf^  i>fc£/is£g  Uj^wajw  f£g£wijey    i*f^ec»     «*%z        M^iy       ^/c/ve       ut/ir     yi(/&c/ST  sff^fMse/i 

Figure  11. — The  combined  net  position  of  three  groups  of  traders  compared  with  the  average  closing 
price,  by  days,  for  corn  futures,  for  the  period  October  1,  1926-September  30,  1927 

The  crop  year  1927-28  again  shows  the  large-scale  speculators  in 
the  market  and  to  fairly  large  proportions.  Their  combined  trading 
relached  a  maximum  long  position  on  February  23  of  21,390,000 
bushels  and  a  secondary  high  of  19,035,000  bushels  on  May  14. 
During  July  the  combined  position  of  this  group  declined,  shifting 


TRADING   IN    CORN   FUTURES 


29 


to  the  short  side  of  the  market  and  reaching  a  maximum  short  posi- 
tion of  10,555,000  bushels  on  August  22.  These  changes  in  the  mar- 
ket position  of  this  group  are  reflected  in  the  course  of  futures  prices 
for  the  year  and  reveal,  as  in  the  year  previous,  a  direct  relationship. 
The  course  of  the  market  position  of  the  small  speculative  traders 
was  again  inverse  to  that  of  the  large  speculators  and  to  the  price, 
while  the  hedging  group  shows  the  same  pronounced  short  position. 

THE  IMPORTANCE  OF  OUTSTANDING  SPECULATIVE  ACCOUNTS 

An  examination  of  the  individual  records  comprising  the  group  of 
large  speculative   accounts  reveals   the  fact  that   trading   activity 


•//.^o 


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Figure  12.— The  combined  net  position  of  three  groups  of  traders  compared  with  the  average  closing 
price,  by  days,  for  corn  futures,  for  the  period  October  1,  1927-September  30,  1928 

usually  centers  around  a  very  few  leaders.  These  few  give  character 
to  the  combined  position  of  all  due  to  the  unusual  proportions  of  their 
position  while  in  the  market.  These  leaders,  however,  vary  somewhat 
from  time  to  time.  Some  are  leaving  the  market,  at  least  as  large 
traders,  as  others  are  entering  or  re-entering;  for  certain  periods, 
several  are  in  the  market  at  the  same  time,  and  for  other  periods,  the 
market  is  devoid  of  speculative  leadership.  In  this  section  some  con- 
sideration will  be  given  to  these  outstanding  speculators  and,  in 
particular,  for  those  periods  during  which  their  market  position  was 
unusually  large, 


30      TECHNICAL  BULLETIN    199,   U.    S.   DEPT.   OF  AGRICULTURE 

STANDARDS  USED 

For  this  purpose,  standards  are  necessary  to  determine  what 
accounts  to  include  and  for  what  periods.  It  was  decided  first  of  all 
that  where  a  trader  had  more  than  one  account  open  at  the  same  time 
these  should  be  combined.  Also,  all  futures  were  combined  for  each 
trader.  Having  then  a  single  record  for  each  large  speculator,  those  were 
selected  for  further  analysis  whose  market  position  equaled  or  exceeded 
on  any  day  2,000,000  bushels.  The  2,0q0,000-bushel  level  was 
selected  partly  because  it  proved  to  be  a  dividing  point  at  which  the 
outstanding  positions  would  be  included,  while  at  the  same  time 
omitting  the  other  large  but  less  important  accounts.  In  part,  this 
level  was  selected  because  of  its  use  in  earlier  studies  in  wheat  futures 
in  which  it  was  found  to  be  a  significant  point. 

Having  selected  the  2,000,000-bushel-or-over  traders,  the  next 
problem  was  what  portion  or  portions  of  their  individual  records  to 
use.  A  trader  might  have  built  up,  for  example,  a  line  to  a  limit 
exceeding  2,000,000  bushels  during  August,  1925,  Hquidated  it  during 
September,  1925,  and  for  the  remainder  of  the  4-year  period  never 
have  entered  the  market  again  to  any  considerable  amount.  In  such 
a  case  (and  this  frequently  occurred),  it  seemed  advisable  to  include 
only  that  portion  of  his  record  during  which  the  2,000,000-bushel 
line  was  being  built  up  and  being  liquidated  whether  on  the  long  side 
or  the  short  side  of  the  market.     This  plan  was  accordingly  adopted. 

In  Table  13  of  the  appendix  are  to  be  found  the  market  positions 
of  these  leading  traders  for  the  periods  selected.  These  periods  include 
each  day  during  which  a  trader  was  building  up  or  short  selling  a  line 
of  2,000,000  bushels  from  the  day  his  position  equaled  or  exceeded 
500,000  bushels;  and  they  include  each  day  during  which  this  trader 
was  liquidating  or  short  covering  this  2,000,000-bushel-or-over  line 
to  the  day  it  fell  below  500,000  bushels.  It  includes,  therefore,  the 
outstanding  speculative  lines  in  corn  futures  for  the  4-year  period, 
October  1,  1924-September  30,  1928. 

LEADING  SPECULATIVE  LINES 

It  was  pointed  out  in  a  previous  section  that  there  were  69  specu- 
lators, who,  at  some  time  during  this  4-year  period,  had  attained  a 
market  position  of  500,000  bushels  or  more  in  corn  futures.  Seven- 
teen of  these  sixty-nine  reached  the  2,000,000-or-over  limit.  These 
traders  are  designated  in  Table  13  by  the  letters  A,  B,  C,  etc.  It  will 
be  observed  that  only  five  of  them  accumulated  large  lines  during  the 
first  two  of  the  four  crop  years.  The  other  12,  as  well  as  4  of  the  5 
just  mentioned,  accumulated  large  lines  during  the  last  two  years. 
These  17  largest  traders  accumulated  and  later  liquidated,  in  all, 
48  lines  of  2,000,000  bushels  or  more  during  this  period,  the  average 
number  of  calendar  days  each  line  was  open  being  84.  These  facts 
are  summarized  in  Table  9. 


TEADING  IN  CORN  FUTURES 


31 


Table  9. — Periods  during  which  speculative  lines  of  2,000,000  bushels  or  over  were 
accumulated  and  liquidated,  together  with  the  date  and  amount  of  maximum 
position,  from  October  1,  1924,  to  September  SO,  1928 


Trader 


Period  in  market ' 


Maximum  position  in  market 


Date 


Amount  (1,000 
bushels) 


Calendar 
days  in 
market » 


A.. 
B-. 
C. 
C. 
D.. 
C. 
A.. 
C. 
D.. 
E.. 
D. 
D. 
C. 
F.. 
G. 
D. 
H. 
D. 
D. 
F.. 
I.- 
J-- 
K. 
L. 
M. 
M. 
A. 
C. 
C. 
C. 
B. 
D. 
F. 
D. 
N. 
N. 
H- 

?.: 

Q- 
Q. 
D. 
I.. 
M. 
P. 
D. 
O. 
D. 


Oct.  1-Dec.  19,  1924 

Oct.  1,  1924-Jan.  28,  1925.... 

Nov.  12-Dec.  20,  1924 

Jan.  12-Jan.  24,  1925 

Jan.  14-Jan.  22,  1925 

Feb.  2-Mar.  12,  1925 

June  16-Sept.  15,  1925 

Aug.  13-Sept.  14,  1925 

Sept.  3-Sept.  22,  1925.. 

Oct.  6-Dec.  8,  1925 

Nov.  13-Nov.  25,  1925 

Jan.  15- June  9,  1926 

Feb.  10-Mar.  4,  1926 

Apr.  14-June  14,  1926 

June  30,  192&-Sept.  27,  1927. 

July  15-July  27,  1926 

Oct.  29,  1926-Mar.  18,  1927.. 

Nov.  17-Dec.  27,  1926 

Dec.  29,  1926-May  26,  1927. 
Dec.  22,  1926-Sept.  23,  1927. 

Jan.  4-July  5,  1927 .. 

Feb.  18-Oct.  11,  1927 

Apr.  30-Sept.  2,  1927. 

May  14-Sept.  12,  1927 

May  4-June  9,  1927 

June  13- July  15,  1927 

July  21-Aug.  27,  1927 

July  25-Aug.  13,  1927 

Aug.  29-Sept.  3,  1927 

Sept.  7-Sept.  15,  1927 

Aug.  5-Aug.  18,  1927 

Sept.  14-Sept.  23,  1927 

Sept.  26-Oct.  3,  1927 

Oct.  13-Nov.  12,  1927 

Nov.  1,  1927-Feb.  7,  1928... 

Feb.  23-Mar.  15,  1928 

Jan.  17-Sept.  19,  1928 

Jan.  10-Mar.  21,  1928.. 

Jan.  10-July  30,  1928... 

Feb.  16-Aug.  10,  1928 

Aug.  11-Sept.  19,  1928 

Feb.  2-Mar.  17,  1928 

Feb.  6-June  14,  1928.. 

Feb.  8-Feb.  28,  1928 

Mar.  28-May  16,  1928 

Apr.  1&-May  12,  1928 

May  22-Sept.  19,  1928 

June  14-Sept.  26,  1928 


Dec.  10-16,  1924 

Oct.  22-23,  1924 

Dec.  11,  1924 

Jan.  20,  1925 

Jan.  19,  1925 

Feb.  16,  1925 

Aug.  19,  1925 

Aug.  26-Sept.  12,  1925 

Sept.  5,  1925 

Oct.  8-27,  1925 

Nov.  23,  1925 

Apr.  23-28,  1926 

Mar.  1,  1926 

Apr.  2^June  11,  1926. 

July  29-30,  1927 

July  20,  1926 

Feb.  11-21,  1927 

Dec.  14,  1926 

Apr.  28-May  3,  1927.. 

May  26, 1927 

May  25-26,  1927 

June  28,  1927 

June  9,  1927 

Aug.  29-30,  1927 

June  3-9,  1927 

July  6,  1927 

Aug.  26-27,  1927 

Aug.  8-10,  1927 

Sept.  3,  1927 

Sept.  15,  1927 

Aug.  10,  1927 

Sept.  19,  1927 

Sept.  28,  1927 

Oct.  25,  1927 

Jan.  27-28,  1928 

Mar.  13-15,  1928 

July  11,  1928 

Mar.  9,  1928.... 

May  18-June  30,  1928. 

July  7-11,  1928- 

Aug.  13-20,  1928 

Mar.  15,  1928 

Mar.  19-Apr.  14,  1928. 

Feb.  23-27,  1928 

May  2,  1928 

May  3-4,  1928 

Aug.  23,  1928 

Aug.  10,  1928 


Long  2,785.. 
Short  2,500. 
Long  3,260- 
Long  3,765.. 
Long  2,650. 
Long  2,350-. 
Long  2,800.. 
Short  2,000. 
Long  3,780.. 
Short  2,250. 
Short  2,050. 
Short  3,445. 
Short  4,055. 
Long  2,810.. 
Long  8,530.. 
Long  2,400-, 
Long  2,705. 
Long  3,800-. 
Short  6,150. 
Long  10,405 
Long  3,200- 
Long  2,305. 
Long  2,060.. 
Long  2,400- 
Long  3,600. 
Long  2,850- 
Long  2,700- 
Long  2,700- 
Short  2,100. 
Long  2,700. 
Long  2,250- 
Long  2,585- 
Short  2,780- 
Long  2,910. 
Short  3,070. 
Short  2,045. 
Long  7,730- 
Long  3,300- 
Long  3,400. 
Long  5,465. 
Short  2,000. 
Long  4,520. 
Long  3,500. 
Long  2,000. 
Long  2,060. 
Short  2,610. 
Short  6,005. 
Short  4,680. 


Number 

79 

119 

38 

12 

8 

38 

91 

32 

19 

63 

12 

145 

22 

61 

454 

12 

140 

40 

148 

275 

182 

235 

125 

121 

36 

32 

37 

19 

6 

8 

13 

9 

7 

30 

98 

21 

246 

71 

202 

176 

39 

44 

129 

20 

49 

24 

120 

104 


Number  of  traders,  1' 


*  Number  of  periods,  48. 


'  Average  number  of  days,  84. 


In  Table  9  are  shown  the  date  of  entry  and  the  date  of  disappear- 
ance of  each  Hne  built  up  by  the  17  leading  traders.  There  is  also 
shown  the  date  and  amount  of  maximum  position  for  each  individual 
line  and  the  total  number  of  calendar  days  each  line  was  in  the  market 
above  the  minimum  hmit  of  500,000  bushels.  Fifteen  of  the  forty- 
eight  lines  were  less  than  a  month  in  duration.  Eighteen  were  over 
three  months  in  length,  six  over  six  months,  and  one  ran  for  a  period 
of  over  a  year. 

Considered  by  traders,  it  will  be  observed  that  trader  D  accounted 
for  the  greatest  number  of  lines  for  the  period,  being  12  in  all.  Trader 
G,  however,  with  only  three  lines,  was  in  the  market  for  the  longest 
period  of  time,  the  total  being  669  days.  Trader  F  accumulated  the 
largest  line  for  the  period,  reaching  a  maximum  long  position  of 


32  TECHNICAL   BULLETIN    199,    U.    S.    DEFT.    OF   AGRICULTURE 

10,405,000  bushels  on  May  26,  1927.     Of  the  48  Hnes  of  the  period, 

33  were  long  and  15  short,  a  fact  of  considerable  significance  with 
reference  to  the  course  of  prices  during  the  crop  years  1926-27  and 
1927-28.  Thus  for  one  period  of  over  a  year,  March  5,  1926-August 
27,  1927,  only  one  leading  short  account  was  in  the  market  and  for 
portions  of  this  period  all  of  the  accounts  in  the  market  were  long. 

As  a  rule  a  greater  amount  of  time  was  involved  in  coming  into  the 
market  than  in  getting  out.  Thus  the  average  numl;)er  of  days  used 
in  building  up  a  line  was  55,  while  the  average  period  of  liquidation 
or  short  covering  was  24,  being  somewhat  less  than  half.  This  pro- 
portion is  in  line  with  that  found  in  a  similar  comparison  for  wheat 
futures  where  it  was  suggested  that  in  accumulating  a  position  the 
need  of  secrecy  is  much  less  than  in  liquidating,  and  hence  less  cause 
to  act  quickly.  In  fact,  it  is  frequently  desirable  to  maintain  a  cer- 
tain amount  of  publicity  in  accumulating  a  line  for  the  purpose  of 
creating  a  following  which  will  later  aid  in  supporting  the  market 
when  liquidation  is  decided  upon. 

COMBINED  POSITION  OF  LEADING  SPECULATIVE  UNES 

In  Table  13  these  leading  lines  are  brought  together  at  the  right 
into  a  combined  position  for  the  group.  By  doing  this  the  net  effect 
of  their  trading  activity  was  obtained.  Thus  at  the  close  of  trading 
for  a  particular  date,  if  two  of  the  traders  were  long  1,000,000  bushels 
each,  while  another  was  short  1,200,000  bushels,  their  combined  net 
position  would  be  long  800,000  bushels;  and  it  may  reasonably  be 
assumed  that  this  800,000  figure  more  nearly  represents  the  market 
position  of  these  leading  speculators  than  does  the  separate  accoimt 
of  any  one. 

During  the  first  two  years  of  the  4-year  period  included  in  Table  13 
there  were  very  few  individual  large  accounts  and  for  this  reason  the 
combined  position  is  of  little  more  significance  than  that  of  the  indi- 
vidual records  composing  it.  The  maximum  position  reached  at  any 
time  during  this  period  was  6,960,000  bushels,  while  for  considerable 
periods  of  time  none  of  the  accounts  appeared  in  the  market. 

During  the  last  two  years,  however,  these  leading  fines  assumed 
unusual  importance.  Their  combined  market  position  during  the  crop 
year  1926-27  at  one  point  amounted  to  over  26,000,000  bushels  and 
during  1927-28  to  over  19,000,000  bushels.  Both  of  these  positions 
were  on  the  long  side  of  the  market,  the  first  being  reached  in  the 
months  of  May,  June,  and  July,  1927,  and  the  second  in  May,  1928. 

The  relative  importance  of  these  large  lines  for  this  2-year  period  is 
shown  in  Figure  13.  Here  the  combined  net  position  of  the  leading 
lines  is  compared  by  weeks  with  the  combined  net  position  of  the 
entire  speculative  group  and  with  the  futures  price.  It  will  be  seen 
at  once  that  these  large  lines,  composed  of  the  operations  of  16  traders, 
constituted  practically  the  entire  position  of  the  large-scale  speculative 
group.  In  fact,  at  certain  points  the  position  of  the  smaller  group 
exceeded  that  of  the  entire  group,  due  to  the  fact  that  the  remainder 
of  the  larger  group  was  on  the  opposite  side  of  the  market  at  these 
points. 

When  compared  with  corn-futures  prices  during  this  period;  the 
results  reveal  that  the  combined  position  of  the  smaUer  group  corre- 
lates quite  as  closely  with  the  course  of  prices  as  does  the  entire  group. 
Both  show  a  high  degree  of  positive  relationship  with  price,  increasing 


TRADING    IN    CORN    FUTURES 


33 


in  position  as  the  price  rises  and  decreasing  as  the  price  falls.  The 
degree  of  correspondence  is  not,  however,  perfect.  Thus  between 
early  December,  1926,  and  the  early  part  of  May,  1927,  the  long 
position  of  the  leading  lines,  as  well  as  the  entire  speculative  group, 
was  increased  several  million  bushels  during  which  time  prices  grad- 
ually sagged.  Other  minor  swings  in  net  position,  such  as  the 
period  during  March  and  early  April,  1928,  do  not  find  their  counter- 
part in  price  movements.  On  the  whole,  however,  the  degree  of 
correspondence  is  marked  and  in  sharp  contrast  to  the  preceding  2- 
3^ear  period  during  which  the  speculative  operations  of  these  leading 


^jlZ? 


— -      — "  -    —      v£  juir  ytc/g^.  s^/T  OCT  M^M'  fifc  u^M  ffs  0/1/6.  y4/x.  ^Ax  i/i/Aff  i/i/ir  ^e/£sl^r 


ocr    wtr  ^ic  i/»m   f£e  t/te  ytfe 


Figure  13. — The  combined  net  position  of  16  leading  speculators  compared  with  the  combined  net 
position  of  the  entire  groux>  of  large  speculators  and  with  the  average  closing  price,  bv  weeks,  for  corn 
futures,  for  the  period  October,  1926-September,  1928 

traders  were  on  a  much  smaller  scale  and  the  degree  of  correspondence 
with  price  much  less  pronounced. 


LARGE  NET  TRADES  COMPARED  WITH  NET  PRICE  CHANGES 

The  point  of  primary  interest  wdth  reference  to  these  leading 
speculative  lines  is  their  relation  to  future  prices.  Do  they  show  a 
direct  and  significant  relationship  to  price  and,  if  so,  under  what  con- 
ditions? Or  are  they  simply  a  part  of  the  entire  body  of  trading 
showing  little  or  no  clear  connection  with  price? 

There  are  two  methods  of  approach  in  seeking  an  answer  to  this 

question.     The  first  method,  and  the  one  followed  thus  far  in  this 

bulletin,  is  to  compare  each  day's  closing  price  with  the  combined 

market  position  of  leading  speculators  as  of  the  close  of  trading.     In 

116329°— 30 3 


34      TECHNICAL   BULLETIN    199,    V.    S.    DEPT.    OF   AGRICULTURE 

making  the  comparison  in  this  form,  account  is  taken  not  only  of  the 
price  and  market  changes  occurring  from  one  day  to  another,  but  also 
the  cumulative  effect  of  changes  which  have  already  occurred. 
Thus  market  movements  or  swings,  such  as  those  shown  in  Figures 
7 — 13,  can  be  compared  over  considerable  periods  of  time. 

The  second  method  of  approach  is  to  compare  net  changes  in 
price  each  day  with  net  changes  in  market  position.  Thus,  on  June  1, 
the  July  com  future  might  have  closed  at  82)^  cents  and  on  June  2  at 
84  cents,  making  a  net  price  change  for  June  2  of  +1%  cents.  Simi- 
larly, the  combined  net  position  of  the  leading  speculators,  at  the 
close  of  trading  June  1,  might  have  been  long  14,200,000  bushels  and 
at  the  close  of  June  2,  long  15,000,000  bushels,  making  a  net  change 
of  +800,000  bushels.  This  net  change  of  +800,000  bushels  consti- 
tutes the  net  volume  of  trading  made  by  the  group  during  June  2. 
Figures  of  this  kind  will  be  referred  to  in  tliis  section  simply  as  net 
trades  though  it  should  be  clear  that  they  do  not  necessarily  constitute 
the  entire  volume  of  each  day's  trading  for  the  group  nor  are  they 
made  as  single  amounts  at  some  particular  time  within  the  trading  day. 

In  certain  respects,  a  comparison  of  net  trades  and  net  price  changes 
is  superior  to  closing  market  positions  and  prices.  This  method 
removes,  for  the  most  part,  any  trend  or  seasonal  element  in  the 
trading  and  price  data  and  thus  permits  of  accurate  comparison  of 
each  day  as  a  separate  unit. 

From  Table  13  in  the  appendix,  one  may  derive  the  leading  net 
trades  in  corn  futures  for  the  4-year  period.  These  net  trades  may 
be  derived  for  each  separate  trader  or  for  all  traders  combined.  Of 
particular  significance  in  relation  to  price  are  the  net  purchases  or  sales 
each  day  of  all  of  the  17  leading  traders  combined.  In  merging  their 
separate  trading  positions,  proper  account  is  taken  of  those  days 
during  which  two  or  more  speculators  made  large  trades  either  on 
opposite  sides  of  the  market  or  on  the  same  side.  If  on  opposite 
sides,  then  their  trades  offset  each  other,  leaving  little  change  for  the 
day;  if  on  the  same  side  of  the  market,  their  combined  position  will 
more  nearly  reflect  the  importance  of  the  day's  trading  by  the  market 
leaders. 

Table  10  has  been  prepared  from  the  combined  net-position  figures 
of  Table  13.  It  gives  by  days  all  net  trades  of  500,000  bushels  or 
over,  the  days  on  which  they  occurred,  the  exact  size  of  each  net 
trade,  whether  a  purchase  or  a  sale,  and  the  net  change  in  price  for 
the  day, 


TRADING   IN  CORN  FUTURES 


35 


Table  10. — The  days  on  which  the  combined  net  trading  of  17  leading  speculators 
amounted  to  500,000  bushels  or  more  in  all  corn  futures'  combined,  together  with 
the  net  change  in  futures  price,  from  October  18,  1924,  to  September  20,  1928 


Date 


1924 
Oct.  18-. 
Nov.  8... 
Nov.  12- 
Nov.  14. 
Nov.  18- 
Nov.  19- 
Dec.  15.. 
Dec.  17-. 
Dec.  18- 
Dec.  20-. 
Dec.  22- 


1925 

Jan. 12 

Jan. 14 

Jan. 15 

Jan. 16 

Jan. 17 

Jan. 19 

Jan.  21 

Jan.  23 

Jan.  26 

Jan.  29 

Feb. 2 

Feb. 7 

Feb. 10 

Mar.  2 

Mar.  13 

June  16 

Aug.  13 

Aug.  14 

Aug.  25 

Aug.  26 

Sept.  3 

Sept.  4 

Sept.  14 

Sept.  15 

Sept.  16 

Sept.  19 

Sept.  23 

Oct.  6 

Oct.  7 

Oct.  8 

Oct.  29 

Oct.  31 

Nov.  13 

Nov.  23 

Nov.  24 

Nov.  25 

Nov.  27 

Dec.  4 

Dec.  9 

1926 

Jan. 15 

Jan.  16 

Jan.  30 

Feb.  4 

Feb.  6 

Feb. 8 

Feb. 10 

Feb. 15 

Feb.  17 

Feb.  27 

Mar.  1 

Mar.  4 

Mar.  5 

Mar.  17 

Mar.  19 

Mar.  22 

Mar.  23 


Net  price 

Net  of 

change, 

purchases 

(domi- 

and sales  i 

nant 

future)  « 

1,000 

bushels 

Cents 

-850 

+  V4. 

+550 

+m 

+1,455 

-{-2H 

+645 

-m 

+1,185 

+3 

+990 

+H 

-795 

-H 

-2,790 

-3 

-530 

+1^ 

-505 

-m 

-1,110 

-% 

+720 

+m 

+2,460 

+1H 

+1,696 

+H 

-1,780 

+m 

+865 

+1H 

+2,335 

+214 

-2,240 

-2H 

-2,300 

-3 

-1, 395 

-2H 

+500 

+2% 

+500 

+H 

+680 

+li 

+655 

-d^ 

-1, 180 

-H 

-730 

-6% 

+915 

-IH 

-500 

-H 

+800 

+H 

-1,600 

-m 

-1,830 

-3H 

+1,880 

-\-m 

+2,200 

-2 

-3,  630 

-m 

+1,100 

-H 

-1,110 

-H 

-595 

-m 

+1,800 

-m 

-750 

+1H 

-1,000 

-2H 

-500 

-¥4 

+925 

+H 

-750 

-m 

-1,300 

+% 

-950 

-H 

+660 

+1H 

+810 

0 

+580 

-1 

+700 

-m 

+1,050 

+3 

-700 

-15^ 

-600 

-m 

+800 

—  j^ 

-500 

—% 

-845 

-H 

-800 

-1% 

-1,200 

-m 

-1,200 

-H 

-500 

-m 

+665 

+% 

-1,000 

-2H 

+3.180 

+1^ 

+800 

-1 

-700 

-H 

-900 

-3H 

+1,000 

-m 

+500 

■h'A 

Date 


1926 

Mar.  30 

Apr.  14 

Apr.  17 

Apr.  29 

May  7 

Junes 

June  10 

June  14 

June  15 

June  30 

July  13 

July  15 

July  22 

July  28 

Aug.  25 

Aug.  30 

Sept.  9 

Sept.  15 

Sept.  25 

Sept.  30 

Oct.  29 

Nov.  4 

Nov.  6 

Nov.  10 

Nov.  17 

Nov.  22 

Nov.  23 

Dec.  2 

Dec.  4 

Dec.  6 

Dec.  9 

Dec.  21 

Dec.  22 

Dec.  28 

Dec.  29 

Dec.  30 


1927 
Jan.  11__.. 

Jan.  12 

Jan.  14_--. 

Jan.  19 

Jan.  21 

Jan.  27.... 
Feb.  16.... 
Feb.  18..-. 
Feb.  23-.-. 
Feb.  24.... 
Mar.  18-... 
Mar.  19—. 
Mar.  23—. 
Mar.  24—. 
Mar.  28—. 

Apr.  1 

Apr.  14—. 
Apr.  30—. 

May  2 

May  4 

May  5 

May  6 

May  10.... 
May  11..- 

May  14 

May  16—. 
May  17—. 
May  18—. 
May  19-... 
May  20—. 
May  21.-.. 
May  24— . 
May  25 


Net  of 
purchases 
and  sales  i 


1,000 

bushels 

-750 

+615 

+600 

+750 

+790 

+1, 145 

+695 

-1,360 

-1,370 

+500 

+700 

+1,205 

-1,055 

-1,385 

-800 

-500 

+600 

-650 

+500 

+1,200 

+500 

-600 

+650 

-1,050 

-1,550 

+700 

+620 

+2, 115 

+1,250 

+525 

+1, 135 

-560 

-585 

-840 

-750 

-535 


+750 

+880 

+1, 325 

+800 

+500 

+700 

-550 

+730 

-1,030 

-1. 175 

-2,000 

-1,050 

-1,370 

+600 

-650 

+510 

-600 

+510 

+500 

+2.350 

+1. 175 

+985 

+520 

+2,635 

+675 

+1,580 

+1.240 

+525 

+1,520 

+1,180 

+1,095 

-710 

+2, 055 


Net  price 
change, 
(domi- 
nant 
future » 


Cents 

-H 
+74 

-3/4 

-m 

+2H 

-2H 

-H 
+2H 

+m 

-2M 
-■'A 
+1/4 
-% 
+1/2 

-IH 
0 

-% 

-IH 

-H 

0 

+'A 
-H 
+'A 
+H 

+m 

0 

-m 
+ni 
-m 
-m 

+H 

+?i 


-Vi 
-Vi 

-% 

-Vi 

-^4 
-2H 

-H 
-iH 

-m 

-IH 

+H 
-H 

+2H 

+1H 

+2^ 

+^ 

+2^ 
+VA 
-1 
+H 

+m 
+m 
+1 
-m 

+2H 

-m 


Net  of 

Date 

purchases 

and  sales  1 

1,000 

1927 

bushels 

May  28 

-825 

May  31 

-1,535 

June  1 

-625 

June  3. 

+2,700 

June  4 

+500 

June  10 

-7,465 

June  11 

-580 

June  13 

+585 

June  14 

+1,410 

June  17 

+845 

July  1 - 

+830 

July  2 

+1,461 

July  6 

-2, 170 

July  15 

-1,690 

July  16 

-750 

July  18 

-525 

July  19 

-515 

July  20 

-555 

July  21 

+500 

July  25 

+1,050 

July  27 

+850 

Aug.  1 

-510 

Aug.  4 

+1, 105 

Aug.  5 

+1,015 

Aug.  6 

+595 

Aug.  11 

-2,100 

Aug.  12 

+1,080 

Aug.  15 

-500 

Aug.  18 

-620 

Aug.  19 

-650 

Aug.  24 

-530 

Aug.  29 

-4,790 

Sept.  2 

-1, 075 

Sept.  3 

-1,485 

Sept.  6 

+2,375 

Sept.  7 

+1,200 

Sept.  10.... 

-515 

Sept.  12 

-1,345 

Sept.  13 

-1,000 

Sept.  14 

-630 

Sept.  15 

+500 

Sept.  16 

-3,765 

Sept.  17 

-970 

Sept.  19 

+1, 360 

Sept.  20-_.. 

-3, 145 

Sept.  22 

-1,140 

Sept.  24 

-2,  755 

Sept.  26 

-865 

Sept.  27...- 

-2,585 

Sept.  28 

-3, 130 

Sept.  29 

+795 

Sept.  30.-. 

+1,315 

Oct.  4 

+670 

Oct.  14 

+750 

Oct.  17 

+500 

Oct.  26 

-1,  365 

Nov.  1 

-1, 175 

Nov.  14 

-1,670 

Nov.  28..- 

+665 

Nov.  30 

-650 

Dec.  15 

+500 

1928 

Jan.  10 

+1,355 

Jan. 11 

+500 

Jan. 17 

+655 

Jan. 18 

+1,070 

Jan. 30 

+870 

Feb. 1 

+645 

Feb. 2 

+1,000 

Feb. 4 

+700 

Net  price 
change, 
(domi- 
nant 
future)  « 


1  The  plus  sign  (+)  indicates  a  purchase  and  the  minus  sign  (— )  a  sale. 

»  The  plus  sign  (+)  indicates  an  increase  and  the  minus  sign  (— )  a  decrease  in  the  futures  price  from  the 
close  of  the  day  previous  to  the  close  of  the  day  shown. 


36      TECHNICAL   BULLETIN    199,    U.    S.    DEPT.    OF   AGRICULTURE 


Table  10. — The  days  on  which  the  combined  net  trading  of  17  leading  speculators 
amounted  to  500,000  bushels  or  more  in  all  corn  futures  combined,  together  with 
the  net  change  in  futures  price,  from  October  18,  1924,  lo  September  20,  1928 — Con. 


Net  price 

Net  of 

change, 

Date 

purchases 

(domi- 

and sales 

nant 
future) 

1,000 

1928 

bushels 

Cents 

Feb.  6. 

+550 

-H 

Feb. 8 

+4,760 

+2H 

Feb.  10 

+880 

Feb.  11 

+580 

+m 

Feb.  14 

+1,205 

+1H 

Feb.  15 

+885 

+% 

Feb. 16 

+1,480 

+H 

Feb.  17 

+820 

-1 

Feb.  18 

+500 

+H 

Feb.  21 

+860 

+2 

Feb.  23 

+855 

-m 

Feb.  27 

+740 

+2 

Feb.  28 

-1,095 

-li 

Feb.  29 

+775 

+H 

Mar.  3 

-650 

-H 

Mar.  5 

+595 

+H 

Mar.  9 

+850 

-H 

Mar.  10 

-1,890 

-m 

Mar.  15 

+560 

+H 

Mar.  IG-.- 

+1,260 

+m 

Mar.  n.-.- 

-2, 415 

Mar.  21.... 

+525 

-H 

Mar.  22.... 

-1,585 

-H 

Mar.  27 

-1,600 

-H 

Mar.  28.._. 

+605 

+H 

Mar.  29.-- 

+1,055 

+m 

Apr.  2 

-1,550 

-2 

Apr.  11 

-795 

+1H 

Date 


Apr.  12 
Apr.  13 
Apr.  16 
Apr.  17 
Apr.  18 
Apr.  19. 
Apr.  20. 
Apr.  24 
Apt.  25 
Apr.  27. 
Apr.  28. 
Apr.  30. 
May  1. 
May  2. 
May  4. 
May  5. 
May  7. 
May  11 
May  14 
May  15 
May  17 
May  18 
May  22 
May  25 
June  4.. 
June  14. 
June  15. 
June  16. 


Net  price 

Net  of 

change, 

purchases 

(domi- 

and sales 

nant 

future 

1,000 

■■ ! 

bushels 

Cents 

+700 

-m 

+1,510 

+H   \ 

-760 

+H 

+645 

+H  ; 

-610 

+2H 

+720 

+2 

+1, 835 

-IH 

+1,230 

+V4 

+885 

+1 

-1,295 

+H 

-1, 145 

-H 

-1,  380 

+m 

+2,810 

-2 

-710 

-2H 

+590 

+% 

+920 

+2^ 

-635 

-H 

+1, 210 

0 

+680 

-2% 

-1, 055 

+1% 

-925 

+% 

+690 

-H 

-930 

+% 

-1,015 

+800 

— H 

-1,825 

0 

.      -700 

+^ 

-500 

+^ 

Net  of 

Date 

purchases 

and  sales 

1,000 

1928 

bushels 

June  19 

+500 

June  21 

-705 

June  25 

-500 

June  26 

-710 

June  29 

+1, 470 

July  2 

-1,130 

July  3 

-520 

July  16 

-1,560 

July  24 

-585 

July  26 

-870 

July  28 

+2,225 

July  30 

-805 

July  31 

-7,415 

Aug.  1 

-825 

Aug.  2 

+680 

Aug.  3 

-1,135 

Aug.  10 

-1,335 

Aug.  11 

-3,365 

Aug.  13 

-1,610 

Aug.  21 

+530 

Aug.  22 

-515 

Aug.  24 

+2,165 

Aug.  25 

-785 

Aug.  28 

+1,205 

Aug.  30 

-680 

Sept.  12 

+2,080 

Sept.  20.- _. 

+1,525 

Net  price 
change, 
(domi- 
nant 
future) 


Cents 
-3H 

-IH 

-IH 

+2H 

+H 

-H 

+m 

-H 

-2H 

+3H 

+1H 

-2^ 

-H 

+3H 

+2H 

-4H 

-VA 

-H 

+% 

-1 

+H 

-H 

+H 

+2H 

-3,4 

0 

+H 


As  a  rule  on  days  on  which  the  trading  of  the  group  resulted  in  a 
net  purchase  the  net  change  in  price  was  upward  and  on  days  on 
which  the  trading  resulted  in  a  net  sale  the  net  price  change  was 
downward.  Furthermore,  the  size  of  the  price  changes  was  in  a 
measure,  commensurate  with  the  size  of  the  net  trades. 

The  facts  of  Table  10  are  summarized  in  Table  11,  showing  the 
extent  to  which  the  combined  net  trading  of  the  market  leaders  and 
the  net  changes  in  price  moved  in  the  same  direction. 

Table  11. — Number  of  days  on  which  the  net  of  purchases  and  sales  of  500,000 
bushels  or  over  and  the  futures  prices  moved  in  the  same  direction,  for  corn,  for  17 
leading  speculators,  all  futures  combined,  from  October  1,  1924,  to  September  30, 
1928 


Net  of  purchases  and  sales  (1,000  bushels) 

Total 
number 
of  days 

Days     in     which 
price  and  net  of 
purchases     and 
sales   moved   in 
the  same  direc- 
tion 

Days      in      which 
price  and  net  of 
purchases       and 
sales    moved    in 
the   opposite   di- 
rection 1 

Number 

Per  cent 

Number 

Per  cent 

500  or  over                                          ..  

288 
123 
32 
10 
4 
2 
2 
2 

176 
86 
23 
9 
4 
2 
2 
2 

61 
70 
72 
90 
100 
100 
100 
100 

112 

37 

9 

1 



39 

30 

2,000  or  over. 

28 

3  000  or  over 

10 

4  000  nr  nvftr 

7  000  nr  nvpr 

Includes  days  when  there  was  no  net  change  in  price 


TRADING   IN   CORN   FUTURES  37 

Two  points  of  importance  are  revealed  in  Table  11.  The  first  is 
that  price  and  the  net  of  purchases  and  sales  usually  agree  in  direc- 
tion of  movement,  i.  e.,  if  the  net  trading  for  the  day  was  a  purchase, 
the  price  rose;  if  a  sale,  it  declined.  The  second  point  is  that  the 
degree  of  correspondence  between  trading  and  price  increased  with 
the  size  of  the  net  trade,  being  in  the  proportion  of  6  cases  out  of  10 
for  all  trades  above  the  500,000-bushel  limit,  7  cases  out  of  10  for 
trades  ranging  above  1,000,000  bushels,  9  cases  out  of  10  for  trades 
3,000,000  bushels  or  over,  and  10  cases  out  of  10  when  the  size  is 
4,000,000  bushels  or  over.  These  results  supplement  the  findings  in 
the  preceding  section  of  this  study :  that  the  trading  activities  of  the 
outstanding  speculators  give  direction  to  the  market,  whether  con- 
sidered by  individual  days  or  for  the  course  of  trading  over  longer 
periods  of  time. 

It  is  of  interest  to  compare  the  results  of  Table  11  with  similar 
studies  in  wheat  futures  made  by  the  Grain  Futures  Administration 
and  covering  the  2-year  period  1925-1926.  Two  hundred  and  fifty- 
seven  days  were  included  for  this  analysis  of  wheat-futures  trades 
and  the  percentages  of  concurrency  between  trading  and  price  were 
as  follows : 

Per  cent 

*  Net  trading  500,000  bushels  or  over 69 

Net  trading  1,000,000  bushels  or  over 75 

Net  trading  2,000,000  bushels  or  over 82 

Net  trading  3,000,000  bushels  or  over 86 

Net  trading  4,000,000  bushels  or  over 89 

Net  trading  5,000,000  bushels  or  over 91 

Net  trading  6,000,000  bushels  or  over 91 

Net  trading  7,000,000  bushels  or  over 100 

It  will  be  seen  that  these  results  reveal  in  general  the  same  facts  as 
those  of  Table  11,  though  the  degee  of  agreement  between  trading 
and  price  was  considerably  higher  for  wheat  futures  than  for  corn 
futures. 

SUMMARY 

Of  the  various  grains,  future  trading  in  corn  is  second  in  importance 
only  to  wheat.  For  the  5-year  period  October  1,  1923-September 
30,  1928,  the  volume  of  trading  in  corn  futures  averaged  approxi- 
mately 20,000,000  bushels  per  trading  day.  This  trading  was 
maintained  on  five  exchanges,  of  which  the  Chicago  Board  of  Trade 
was  by  far  the  largest,  having  92  per  cent  of  the  total  volume. 
Because  of  its  outstanding  importance,  the  present  study  has  been 
limited  to  the  trading  upon  this  one  exchange. 

Corn-futures  contracts  are  rights  to  corn.  If  either  the  buyer  or 
the  seller  of  a  future  chooses,  he  can  under  normal  conditions  compel 
fulfillment  by  actual  delivery  of  corn.  While  it  is  true  that  not 
more  than  0.5  per  cent  of  the  total  volume  of  corn  futures  actually 
matures  by  ultimate  delivery,  this  right  to  require  such  fulfillment 
closely  links  together  futures  prices  and  cash  prices.  This  gives  to 
future  trading  a  commanding  importance  in  relation  to  the  price  of 
corn  both  at  terminal  and  country  markets. 

The  relationship  which  future  trading  bears  to  com  prices  is  the 
central  problem  of  this  study.  The  materials  used  in  attacking 
this  problem  consisted  of  the  information  regularly  reported  to  the 
Grain  Futures  Administration  by  members  of  the  Chicago  Board 
of  Trade.    This  includes  the  daily  volume  of  trading  and  the  daily 


38      TECHNICAL   BULLETIN    199,    U.    S.    DEPT.    OF   AGRICULTURE 

open  commitments  of  each  clearing  firm  of  the  board  together  with 
special  accounts  having  a  market  position  of  500,000  bushels  or  more 
in  any  one  future.  For  most  of  the  comparisons  a  period  of  four 
years  was  used  from  October,  1924,  through  September,  1928;  in 
some  cases  monthly  data  were  presented,  in  others  weeldy,  and  in 
others  daily. 

The  results  obtained  are  difficult  to  summarize.  In  most  cases 
accurate  generalization  should  include  a  description  of  methods 
employed  with  adequate  qualifications.  These  can  only  be  found 
by  referring  to  the  detailed  materials  in  the  body  of  the  bulletin. 
With  this  in  mind,  the  following  points  are  enumerated  as  the  most 
important: 

(1)  The  annual  level  of  corn  prices  as  well  as  corn-futures  prices 
is  determined  mainly  by  the  size  and  quality  of  the  crop,  by  the 
demand  for  corn  and  by  the  general  level  of  prices  for  all  commodi- 
ties. These  factors  account  for  broad  changes  in  the  level  of  prices 
from  one  crop  year  to  another.  Future  trading  is  related  to  these 
general  changes  in  price  by  being  stimulated  by  them  and  by  an 
anticipation  of  them.  Trading,  in  turn,  frequently  is  built  up  to 
an  extent  that  prices  are  carried  beyond  the  point  to  which  they 
would  otherwise  have  gone  only  to  react  later,  by  the  same  trading 
inertia,  to  abnormal  levels  in  the  opposite  direction. 

(2)  While  the  annual  level  of  prices  is  determined  by  broad  crop 
and  marketing  factors,  smaller  fluctuations  in  price  occurring  from 
day  to  day  and  from  week  to  week  are  frequently  affected  purely  by 
trading  activity.  Here  again,  however,  it  is  impossible  to  separate 
in  each  instance  cause  and  effect,  price  at  times  reacting  strongly  to 
trading  activity  and  the  latter,  in  turn,  being  stimulated  by  unusual 
market  changes.  Correlating  price  range  and  volume  of  trading  by 
days  for  the  5-year  period  October  1,  1923-September  30,  1928, 
revealed  a  direct  relationship  of  +0.73  in  which  perfect  correlation 
is  shown  by  a  +1.0  and  an  absence  of  correlation  by  0.0. 

(3)  The  conditions  under  which  contracts  can  be  fulfilled  as  the 
month  of  delivery  is  approached  and  diu-ing  the  month  of  delivery 
affect  futures  prices.  Because  of  the  option  which  the  seller  has  of 
choosing  the  day  of  delivery,  current  futures  prices  show  a  tendency 
to  fall  relative  to  the  more  distant  futures  immediately  prior  to  the 
delivery  month  and  rise  during  the  delivery  month.  The  price  of 
the  current  future  is  also  affected  by  the  deliverable  supplies  of 
com  during  the  delivery  month,  being  relatively  high  if  the  supplies 
are  small  and  relatively  low  if  they  are  large. 

(4)  There  were,  in  all,  69  individual  speculators,  each  having  a 
market  position  in  corn  futures  of  500,000  bushels  or  more  at  some 
time  during  the  4-year  period  October  1,  1924-September  30,  1928. 
There  were  67  hedging  accounts  reaching  a  similar  level  during  this 
same  period.  A  combined  position  was  tabulated,  by  days,  for  this 
large-scale  speculative  group  and  for  the  group  of  large  hedging 
accoimts.  Similarly,  a  daily  combined  market  position  for  a  group 
typifying  small  and  medium  sized  speculative  traders  was  compiled 
from  the  records  of  15  clearing  firms.  The  market  positions  of  these 
three  groups  were  compared  by  days  with  the  price  of  corn  futures 
for  this  4-year  period.  During  the  first  two  years  very  little  relation- 
ship was  shown.  The  large-scale  speculative  group  was  not  in  the 
market  to  any  large  extent  and  its  position  correlated  only  slightly 


TRADING   IN    CORN   FUTURES  39 

with  the  course  of  futures  prices.  The  group  of  small  and  medium 
sized  speculators  revealed  a  small  inverse  relationship,  and  the 
hedging  group  no  relationship  to  price.  During  the  last  two  years, 
however,  the  large  speculators  came  into  the  market  to  build  up  a 
large  long  position  and  during  this  period  a  pronounced  positive 
relationship  was  shown.  During  this  period  the  combined  market 
position  of  the  small  and  medium  sized  speculative  group  moved 
inversely  to  the  course  of  prices  while  the  hedging  group  again  revealed 
no  relationship  to  price. 

(5)  The  combined  position  of  the  group  of  hedging  accounts  was 
compared  by  weeks  with  the  course  of  the  United  States  visible  sup- 
ply of  corn.  It  was  found  to  move  inversely  to  the  visible — increasing 
in  short  position  as  the  visible  grew  in  size  and  decreasing  as  the 
visible  declined.  A  controlling  factor  in  the  size  of  the  hedging  opera- 
tions in  corn  is  thus  the  size  of  the  visible  supply. 

(6)  The  fact  that  the  combined  market  position  of  the  large-scale 
speculative  group  directly  correlated  with  corn-futures  prices  sug- 
gested further  analysis  of  this  group.  It  was  found  that  of  the  69 
individual  trading  interests  comprising  it,  17  had,  at  some  point  during 
the  4-year  period,  reached  a  market  position  of  2,000,000  bushels  or 
more.  By  calculating  a  combined  figure,  by  days,  for  the  outstanding 
positioms  of  this  smaller  group  and  comparing  with  price,  a  direct 
correlation  just  as  pronounced  as  that  for  the  entire  group  was  found. 
The  trading  of  these  17  leaders  thus  proved  to  be  the  directing  force 
for  the  entire  group,  the  operations  of  the  others  being  unimportant 
in  their  relation  to  price. 

(7)  The  trading  of  the  17  leading  speculators  was  not  of  equal 
importance,  however,  throughout  the  entire  4-year  period.  They 
were  in  the  market  much  more  extensively  during  the  last  two  than 
during  the  first  two  years  and  on  particular  days  their  trading  reached 
large  proportions.  A  figure  representing  the  net  amount  of  futures 
bought  or  sold  by  the  group  for  each  trading  day  was  calculated. 
For  those  days  upon  which  their  net  trading  amounted  to  500,000 
bushels  or  more  the  net  trade  was  compared  to  the  net  change  in  the 
futures  price.  It  was  found  that  these  outstanding  trades  usually 
moved  in  the  same  direction  as  the  price — i.  e.,  if  the  net  trade  was 
a  purchase,  the  net  change  in  price  that  day  was  usually  upward; 
if  a  sale,  the  net  price  change  was  usually  downward.  It  was  further 
found,  after  classifying  these  net  trades  according  to  their  size,  that 
the  larger  they  were  the  greater  the  degree  of  concurrence  with  the 
price,  amounting  to  61  per  cent  for  the  trades  500,000  bushels  or 
over  in  size,  to  72  per  cent  for  the  trades  2,000,000  bushels  or  over  in 
size,  and  to  100  per  cent  for  trades  4,000,000  bushels  or  over  in  size. 

Studies  similar  to  the  present  one  have  been  made  by  the  Grain 
Futures  Administration  for  wheat  futures.  They  include  the  years 
1925  and  1926.  The  observations  drawn  from  the  present  analysis 
of  corn  futures  conform  in  general  to  those  obtained  from  the  earlier 
studies.  The  present  study  does  not  show,  however,  as  pronounced 
a  degree  of  relationship  between  the  course  of  prices  and  the  trading 
operations  of  the  outstanding  speculators  as  did  those  in  wheat 
futures.  One  reason  for  this  was  the  lack  of  speculative  interest  ui 
corn  futures  during  the  years  1925  and  1926,  years  when  trading  in 
wheat  futures  were  far  more  attractive  than  in  corn  futures  and  during 
which  the  trading  operations  of  the  market  leaders  in  wheat  futures 
were  on  a  very  large  scale. 


APPENDIX 


Table  12. — The  aggregate  long  and  the  aggregate  short  of  69  speculative  traders, 
67  hedging  accounts,  and  16  clearing  firms,  together  with  the  total  open  commit- 
ments of  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  192 J^,  to  September  30,  1928 


[In  thousands  of  bushels;  i.  e 

.,000  omitted] 

Total  open 
commit- 
ments, 
all  corn 
futures 
(long  or 
short) 

Position  of— 

Date 

69  speculative  traders, 
all  com  futures  com- 
bined 

67   hedging  accounts, 
all  corn  futures  com- 
bined 

15    clearing    firms,    all 
corn  futures  combined 

Aggregate 
long 

Aggregate 
short 

Aggregate 
long 

Aggregate 
short 

Aggregate 
long 

Aggregate 
short 

1924 
Oct.  1--- 

58,343 
59,  689 
61,606 
59,599 
60, 957 
61, 152 
62. 315 
61, 926 
64, 082 
65, 182 
63,  788 

65,  040 
64,523 

66,  827 
65, 135 

65,  424 

66,  176 

67,  140 
67,249 
65,388 
62,628 
62,  774 
63,968 
65, 438 

65,  999 
63,949 
63,843 
64,288 
64,268 
63,988 
64,946 
64,474 
65, 141 

66,  852 

65,  76.5 
65,866 

66,  372 
64,917 

67,  252 
68,654 
71,506 
69,750 
70,650 
70, 493 
70,256 
68,684 
69,229 
67,796 
69, 323 
71,232 
72, 924 
73, 374 
75, 932 
76, 974 
76,223 
77,309 
77, 817 
77,002 
76,624 

2,235 
2,235 
2,535 
2,535 
2,735 
2,935 
3,335 
3,685 
4,185 
4,385 
5,680 
5,835 
3,535 
3,535 
3,585 
3,585 
3,585 
3,585 
3,585 
3,585 
3.085 
3,085 
3,085 
4,085 
4,600 
4,600 
4,585 
4,585 
4,585 
4,085 
4,085 
4,085 
3,835 
6,340 
6,240 
7,490 
7,695 
7,970 
9,655 
9,845 
10,  245 
9,830 
10,  265 
10, 340 
10,450 
10, 470 
10,565 
10, 165 
10,  425 
10,  460 
11,330 
12,230 
12,400 
12,230 
12,630 
12,  455 
12,  810 

12,  975 

13,  215 

950 
950 
2,000 
2,000 
2,025 
1,050 
1,050 
975 
1.175 
2,225 
1,910 
2,050 
1,890 
3,615 
4,250 
4,380 
4,520 
4,690 
5,010 
5,080 
5,030 
5,025 
4,775 
5,100 
5,065 
2,300 
2,800 
2,800 
2,800 
2,800 
2,800 
2,785 
3,015 
3,515 
3,765 
4,015 
4,015 
4,015 
3,615 
2,715 
3,015 
2,365 
2,365 
2,385 
2,885 
3,475 
3,475 
3,045 
3,255 
3,705 
4,730 
4,710 
4,410 
4,410 
4,245 
4,245 
4,345 
3,970 
4,130 

2,340 
2,360 
2,845 
2,850 

2,845 
2.860 
3,030 
3,025 
3,005 
3,000 
3,045 
3,080 
3,030 
2,465 
2,460 
2,445 
2,450 
2,455 
2,450 
2,430 
1,785 
1,790 
1,795 
1,775 
1,780 
1,820 
1,805 
1,805 
1,810 
1,800 
1,830 
1,850 
1,830 
1,825 
1,805 
1,785 
1,810 
1,815 
1,760 
1,745 
2,640 
2,500 
3,030 
3,065 
3,075 
3,645 
3,740 
4,415 
3,965 
4,220 
5,120 
5,930 
7,875 
11,250 
11,985 
14, 310 
14, 470 
14,265 
15, 325 

13,537 
13,211 
14,246 
10,649 
11, 143 
11,421 
11, 372 
12,036 
12,221 

12,  593 
11.067 
11,581 
12,428 
13,068 
11,540 
12,504 
12, 955 
13,499 
13,885 
14, 726 
13,224 

13,  555 
13,  727 
12,388 
12, 619 
12,540 
12,723 
13,327 
12,340 
12,123 
11,996 
11,493 
11,950 
12, 165 
12,153 
12, 776 
13,258 
12,502 
12,220 
13,647 
14,306 
13, 192 
13,566 
14, 112 
13,466 
12,764 
12,697 
12,836 
13,105 
13,450 
13,429 
13.671 
14,224 
13, 476 
12,108 
12,816 
12,859 
12,517 
13, 439 

9,818 

Oct.  2 

10, 459 

Oct.  3 

10,386 

Oct.  4._ 

7,382 

Oct.  6-_ 

7,921 

Oct.  7._ 

8.556 

Oct.  8 

9.124 

Oct.  9 

500 

500 

1,000 

1,000 

1,000 

1,000 

1,000 

1,000 

1,000 

1,000 

1,000 

1,000 

1,000 

1,000 

1,000 

1,000 

1,000 

1,000 

1,000 

1,000 

500 

500 

600 

600 

600 

600 

600 

600 

9.263 

Oct.  10-_- 

9.878 

Oct.  11  

10,150 

Oct.  14 

8.614 

Oct.  15 

9,474 

Oct.  16 

11.244 

Oct.  17   _ 

11, 726 

Oct.  18-   . 

10,086 

Oct.  20 

10.551 

Oct.  21 

10,  719 

Oct.  22 

11, 057 

Oct.  23 

10,925 

Oct.  24... 

10, 677 

Oct.  25 

9,020 

Oct.  27 

9,416 

Oct.  28_-. 

9,775 

Oct.  29   - 

9,454 

Oct.  30 

9,952 

Oct.  31 

8,919 

Nov.  1 

9,239 

Nov,  3.. 

9,406 

Nov.  5 

8,863 

Nov.  6. 

8,770 

Nov.  7 

8,408 

Nov.  8 

9,506 

Nov.  10 

9,803 

Nov.  12... 

10,805 

Nov.  13 

11,592 

Nov.  14 

11, 824 

Nov.  15... 

11,894 

Nov.  17.. 

10,953 

Nov.  18 

11, 897 

Nov.  19 

11,923 

Nov.  20 

12.729 

Nov.  21. 

10,542 

Nov.  22...     . 

10,930 

Nov.  24 

11. 148 

Nov.  25 

10,652 

Nov.  26- 

9,721 

Nov.  28 

9,625 

Nov.  29 

10.020 

Dec.  1.. 

10.125 

D«c.  2... 

10, 435 

Dec.  3 

11.044 

Dec.  4 

11,344 

Dec.  6--. 

12,  457 

Dec.  6 . 

11,492 

Dec.  8.. 

10,753 

Dec.  9 

11,339 

Dec.  10.. 

10,  769 

Dec.  11 

10,  475 

Dec.  12 

11, 177 

40 

TRADING   IN   CORN  FUTURES 


41 


Table  12. — The  aggregate  long  and  the  aggregate  short  of  69  speculative  traders^ 
67  hedging  accounts,  and  15  clearing  firms,  together  with  the  total  open  commit- 
ments of  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  1924,  to  September  SO,  1928 — Continued 


Date 


Total  open 
commit- 
ments, 
all  corn 
futures 
(long  or 
short) 


Position  of— 


)  speculative  traders, 
all  corn  futures  com- 
bined 


Aggregate 
long 


Aggregate 
short 


67  hedging  accounts, 
all  corn  futures  com- 
bined 


Aggregate 
long 


Aggregate 
short 


15    clearing    firms,    all 
corn  futures  combined 


Aggregate 
long 


Aggregate 
short 


Dee.  13. 
Dec.  15. 
Dec.  16. 
Dec.  17. 
Dec.  18. 
Dec.  19- 
Dec.  20- 
Dec.  22. 
Dec.  23. 
Dec.  24- 
Dec.  26. 
Dec.  27. 
Dec.  29. 
Dec.  30. 
Dec.  31. 


1924 


1925 

Jan.  2 

Jan. 3 

Jan.  5 

Jan.  6 

Jan. 7 

Jan.  8 

Jan. 9 

Jan. 10 

Jan. 12 

Jan.  13 

Jan. 14 

Jan. 15 

Jan. 16 

Jan. 17 

Jan. 19 

Jan  .20 

Jan.  21 

Jan.  22 

Jan.  23 

Jan.  24 

Jan.  26 

Jan.  27 

Jan.  28 

Jan.  29 

Jan.  30 

Jan.  31 

Feb.  2 

Feb.  3 

Feb.  4 

Feb.  5 

Feb.  6 

Feb.  7 

Feb.  9 

Feb.  10 

Feb.  11 

Feb.  13 

Feb.  14 

Feb.  16.. 

Feb.  17 

Feb.  18 

Feb.  19 

Feb.  20 

Feb.  21 

Feb.  24.... 

Feb.  25 

Feb.  26.... 

Feb.  27 

Feb.  28 

Mar.  2 

Mar.  3 

Mar.  4 

Mar,  5 


75,204 
€.77, 048 
75,587 
75,  332 
75,442 
76, 119 
76,368 
75, 379 
74, 486 
74, 395 
73, 362 
73,667 
73,  513 
73,  749 
70,409 


71, 148 
71,446 
70, 453 
68,992 
69,  585 
70, 458 
71,464 
71, 367 
72, 074 
72, 850 
72,945 
73,  521 
74,053 
73,  782 
72,290 
72,288 
73,784 
74,067 
77, 376 

77,  798 
76, 411 
78, 182 
78, 178 
78, 435 

78,  674 
78, 747 
79, 101 
79,903 
79, 275 
79, 110 
79, 962 

79,  669 
81,828 
82,866 
81,823 
80,777 
78,403 
79,202 
78,601 
80,432 
82,720 
83,942 
82,700 
84,347 
85, 345 
86,335 
86,246 
86,622 
87,557 
87,866 
87,900 
88,833 


13, 395 
12,600 
13, 315 
8,805 
6,355 
5,725 
5,220 
3,810 
4,345 
4,090 
3,445 
3,345 
3,145 
3,145 
3,645 


3,565 
2,960 
2,760 
3,320 
3,320 
2,765 
2,965 
2,410 
2,920 
2,800 
4,340 
6,035 
4,455 
5,820 
8,405 
8,610 
5,520 
5,260 
2,860 
3,355 
1,000 
1,000 
1,580 
1,625 
1,730 
1,695 
2,295 
2,825 
2,700 
2,170 
2,170 
3,410 
4,035 
3,945 
4,845 
4,955 
4,955 
4,960 
4,635 
4,610 
6,090 
6,240 
6,240 
5,890 
5,890 
5,910 
6,  .750 
5,125 
3,895 
4,545 
3,940 
2,400 


4,130 
4,730 
4,695 
4,720 
4,520 
4,520 
4,620 
4,620 
4,255 
4,255 
3,735 
3,535 
3,535 
3,085 
2.985 


3,455 
4,055 
3,855 
4,000 
1,725 
1,150 
1,150 
1,925 
2,415 
2,395 
1,475 
1,525 
1,525 
1,525 
1,525 
1,450 
1,350 
1,350 
1,250 
1,060 
2,590 
2,790 
2,790 
2,290 
2,290 
1,730 
1,730 
1,730 
1,230 
1,230 
1,230 
1,230 


580 

1,255 

1,255 

1,155 

1,320 

625 

725 

825 

625 

575 

575 

675 


700 


500 

500 

500 

505 

505 

505 

1,055 

1,155 

1,165 

1,145 

1,145 

1,145 

1,095 

1,055 

1,055 

1,060 

1,140 

1,165 

1,295 

1,360 

1,360 

1,345 

1,350 

1,315 

1,290 

1,305 

1,275 

1,275 

1,330 

1,305 

1,340 

1,330 

1,330 

1,315 

705 

705 

705 

705 

705 

520 


15,085 
15, 365 
15, 692 
15, 460 
15, 145 
14, 895 
14, 975 
14,690 
14,  665 
14,645 
14,680 
14,729 
14, 895 
14,490 
11, 675 


11, 577 
11, 376 
11,235 
11, 190 
11, 125 
11, 115 
11, 255 
11, 340 
11, 660 
11, 875 
11,800 
11, 670 
11,  740 
10, 435 
11,560 
11,  590 
11, 410 
11,440 
11,190 
11, 195 
11,  620 
11,645 
11,  720 
11,  725 
11,  755 
11,680 
11,  740 
11, 855 
11,840 
11,750 
11,750 
11,  725 
11,  770 
11,545 
11,645 
11,635 
11, 915 
11,760 
11, 855 
11,  785 
11,800 
11, 655 

11,  725 
11,965 

12,  795 
12, 825 
12,790 
12,960 
13,180 
13, 465 
14,030 
14,170 


11,881 
12,024 
10, 470 
12, 133 
13,138 
13, 119 
14, 077 
13,402 
13,086 
13,085 
12,604 
13,632 
13,994 
13, 977 
12,335 


12,506 
13,293 
13, 770 
12,454 
12,  751 
12, 910 
12, 767 
12,635 
12,263 
12,298 
12,085 
13,022 
13,027 
12,834 
11,696 
12,027 
12,724 
12,766 
14, 019 
14,225 
15,204 
14,309 


11, 721 
11, 951 
12,150 
12,797 
12, 851 
12,834 

13,  318 
12, 470 
13,363 
13, 957 

14,  219 
14,234 
13,660 
13,694 
13,644 
13,250 
13, 695 
13, 121 
13,329 
12,  717 
13, 021 
12,  913 
12,063 
11,  757 
12, 025 
12, 105 
13,547 
14,662 


116329^—30 4 


42      TECHNICAL   BULLETIN    199,    U.    S.    BEPT.    OF   AGRICULTURE 

Table  12. — The  aggregate  long  and  the  aggregate  short  of  69  speculative  traders, 
67  hedging  accounts,  and  15  clearing  firms,  together  with  the  total  open  commit" 
ments  of  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  1924,  to  September  30,  1928 — Continued 


Date 


Total  open 
commit- 
ments, 
all  com 
futures 
(long  or 
short) 


Position  of— 


5  speculative  traders, 
all  corn  futures  com- 
bined 


Aggregate 
long 


Aggregate 
short 


67  hedging  accounts, 
all  corn  futures  com- 
bined 


Aggregate 
long 


Aggregate 
short 


15    clearing    firms,    all 
corn  futures  combined 


Aggregate 
long 


Aggregate 
short 


1925 

Mar.  6 

Mar.  7 

Mar.  9 

Mar.  10-._. 
Mar.  11—. 
Mar.  12...- 
Mar.  13..-. 
Mar.  14.... 
Mar.  16—. 
Mar.  17.... 
Mar.  18.-.. 
Mar.  19..-. 
Mar.  20-..- 
Mar.  21..-- 
Mar.  23..-. 
Mar.  24..-- 
Mar.  25.... 
Mar.  26..-- 
Mar.  27...- 
Mar.  28..-. 
Mar.  30..-- 
Mar.  31-.- 

Apr.  1 

Apr.  2 

Apr.  3 

Apr.  4 

Apr.  6 

Apr.  7 

Apr.  8 

Apr.  9 

Apr.  11 

Apr.  13 

Apr.  14 

Apr.  15 

Apr.  16 

Apr.  17 

Apr.  18 

Apr.  20-... 

Apr.  21 

Apr.  22 

Apr.  23-... 
Apr.  24.... 

Apr.  25 

Apr.  27 

Apr.  28..-. 

Apr.  29 

Apr.  30.... 

May  1 

May  2 

May  4 

May  5 

May  6 

May  7 

Mays 

May  9 

May  11.... 
May  12.... 
May  13.... 

May  14 

May  15 

May  16 

May  18.... 
May  19-... 
May  20--.. 
May  21-... 
May  22-... 
May  23.-.. 
May  25.... 
May  26 


90,747 
91,948 
92,017 
90,789 
90,709 
92,924 
88,609 
84, 407 
84,031 
78, 972 
78, 495 
78,485 
78,649 
79, 033 
77,  785 
76, 877 
77, 895 
77,734 
77,  782 
78, 105 
77, 732 
76,323 
76, 689 
75, 738 
71,958 
65,429 
64,513 
64,291 
65, 021 
64,526 
63,988 
65, 760 
65,  786 
66,266 
67,429 
66,769 
67,281 
66,969 
67,458 
66,763 
63,524 
63,200 
62,043 
60,968 
61, 353 
60,657 
59, 493 
56,995 
55,468 
55,094 
54,777 
53,768 
54,182 
53,739 
54,075 
54,511 
54,438 
54,196 
53,469 
52,445 
52,388 
52,681 
53, 352 
53,271 
52, 949 
53, 355 
54,125 
55,047 
55,502 


3,010 
3,520 
3,020 
3,240 
4,565 
4,665 
1,100 
1,100 


1,200 

1,400 

1,400 

1,400 

1,400 

1,400 

1,400 

1,375 

1,975 

375 

700 

700 

700 

700 

600 

600 

600 

950 

1,050 

1,050 

1,050 

1,100 

1,100 

1,100 

1,100 

1,100 

1,700 

1,720 

1,720 


545 

545 

545 

595 

620 

620 

620 

620 

570 

1,670 

1,670 

1,670 

1,570 

670 

720 


700 
680 


500 


500 

500 

500 

500 

500 

1,000 

500 

610 

555 

625 

625 

625 

625 

625 

625 

625 

625 

625 

1,625 

1,625 

1,625 

1,640 

1,690 

1,690 

1,690 

1,690 

1,690 

1,690 

1,690 

1,690 

1,690 

1,690 

1,690 

690 

690 


250 
250 
250 
250 
250 
250 
250 


14,360 
14,350 
14,295 
14, 435 
14, 855 
14, 810 
16,330 
15,550 
14,905 
14,990 
14, 930 
14,780 
14,740 
16,  925 
17,390 
17,285 
15,400 
15,600 
15,540 
15,565 
15,505 
15,554 
15,  510 
15,440 
15,005 
14, 815 
14, 855 
14,  515 
14,265 
14,155 
13,835 
13,650 
13,455 
13,060 
13,405 
13,250 
13, 125 
13, 165 
13,200 
13,150 
13, 015 
12,890 
12, 815 
12, 715 
12, 755 
12, 210 
12,060 
9,300 
9,190 
9,095 
8,435 
8,280 
8,025 
7,910 
7,670 
7,570 
6,255 
6,255 
6,255 
6,150 
6,035 
5,975 
5,920 
5,890 
5,960 
5,965 
6,060 
6,115 
5,960 


15, 314 
16,  257 
16,509 
16,267 
15, 626 
16,243 
16, 310 
15, 436 
16, 174 
15, 132 
15,332 
15,007 
15,386 
15,309 
14,639 
13,623 
13, 316 
12,  774 
12,628 
13,120 
12, 978 
13,584 
14,388 
14,262 
14,862 
13,536 
12, 347 
11,523 
11,  617 

10,  785 
10,566 
11, 125 
11, 143 

11,  510 
11,687 
11,386 
11,196 
11,686 
12,109 
11, 752 
11,887 
12,300 
12,106 
11, 871 
11,234 
11, 076 
10, 812 
10,204 
10, 378 
10,585 

9,525 

9,280 
10, 419 

9,918 

9,983 
10,320 

9,265 
10, 013 

9,814 
10,227 

9,273 
10, 355 
10,163 

9,929 
10,106 

9,220 
10,041 
10,  691 
10,567 


TRADING   IN   CORN   FUTURES 


43 


Table  12. — The  aggregate  long  and  the  aggregate  short  of  69  speculative  traders, 
67  hedging  accounts,  and  15  clearing  firms,  together  with  the  total  open  commit- 
ments of  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  1924,  to  September  SO,  i5^<^— Continued 


Date 


1925 

May  27 

May  28 

May  29 

June  1 

June  2 

June  3 

June  4 

June  5 

June  6 

Junes 

June  9 

June  10 

June  11 

June  12 

June  13 

June  15 

June  16 

June  17 

June  18 

June  19 

June  20 

June  22 

June  23 

June  24 

June  25 

June  26 

June  27 

June  29 

June  30 

July  1 

July  2 

July  3 

July  6 

July  7 

July  8 

July  9 

July  10 

July  11 

July  13 

July  14 

July  15 

July  16 

July  17 

July  18 

July  20 

July  21 

July  22 

July  23 

July  24 

July  25 

July  27 

July  28 

July  29 

July  30 

July  31 

Aug.  1 

Aug.  3 

Aug.  4 

Aug.  5 

Aug.  6 

Aug.  7 

Aug.  8 

Aug.  10 

Aug.  11.... 

Aug.  12 

Aug.  13.-.. 

Aug.  14 

Aug.  15.... 
Aug.  17.... 


Total  open 
commit- 
ments, 
all  corn 
futures 
(long  or 
short) 


Position  of— 


)  speculative  traders, 
all  corn  futures  com- 
bined 


Aggregate 
long 


55, 955 
57,  651 
58,492 
57,227 
56, 530 
57, 070 
56,738 
56,851 
57,032 
57, 660 
58,384 
59, 430 
59,450 
i:8,903 
59,115 
57,  575 
57, 209 
56,242 
55, 06-1 
55,650 
55, 227 
53, 599 
52, 810 
52, 148 
fO,  828 
51, 143 
50,030 
48, 279 
46, 865 
45, 077 
43,840 
43,0^ 
43, 198 
43, 586 
43, 789 
44,132 
45, 356 
45, 653 
45, 343 
45, 167 
46, 340 
46, 135 
46,285 
46, 382 
47,560 
47, 148 
47,282 
48,542 
48, 771 
48, 651 
49, 432 
50,119 
50,323 
49,  545 
49. 647 
49, 709 
49, 872 
49, 742 
49,9^4 
50, 038 
50,271 
49,794 
51,323 
52,887 
52, 137 
53,406 
54,207 
:3, 756 
53,442 


720 
685 
685 


690 
690 


915 
915 
915 
1,915 
2,015 
1,915 
1,915 
1,715 
915 
915 
915 
915 
1,115 
1,165 
1,165 
1,165 
1,165 
1,190 
1,365 
1,365 
2,115 
2,165 
1,415 
1,515 
1,515 
1,515 
1,515 
1,515 
1,515 
1,515 
1, 515 
1, 515 
2,545 
2,550 
2, 550 
2,550 
2,650 
2,675 
2,  675 
2,775 
2,775 
2,  775 
2,775 
2,775 
1,790 
1,790 
1,790 
1,790 
1,790 
1,790 
2,590 
2,590 
2,590 


Aggregate 
short 


690 
690 
690 


750 
830 
830 
850 
850 
1,450 
1,450 
1,960 
2,110 
2,260 
2,460 
2,460 
2,310 
2,420 
1,890 
1,840 
1,840 
1,990 
1,990 
1,990 
2,090 
2,070 
2,120 
2,120 
2,880 
3,020 
2,995 
2,170 
2,170 
2,170 
2,170 
2,170 
2,170 
2,170 
2,170 
2,170 
3, 030 
3, 825 
3,820 
3,900 
3,695 
3,675 
3,900 
3,920 
3,895 
4, 465 
5,205 
5,610 
5,675 
4,750 
5,645 
5,210 
4,165 
4, 165 
4, 140 
3,690 
4,730 
3,995 
4, 095 
4,095 
4,095 


67  hedging  accounts, 
all  corn  futures  com- 
bined 


Aggregate 
long 


Aggregate 
short 


5,865 
5,835 
5,910 
6,005 
5,615 
5,420 
4,895 
5,250 
5,070 
4,960 
4,960 
5,075 
5,045 
4,835 
4,840 
4,775 
4,730 
4,565 
4,580 
4,560 
4,505 
4,300 
4,200 
4,205 
4,015 
4,000 
3,425 
3,365 
3,225 
3,105 
3,140 
3,025 
2,920 
2,830 
2,850 
2,820 
2,690 
2,745 
2,695 
2,620 
1,995 
1,980 
1,935 
1,885 
1,805 
1,720 
1,670 
1,625 
1,590 
1,590 
1,560 
1,565 
1,520 
1,340 
1,340 
1,320 
1,445 
915 
915 
870 
865 
880 
880 
945 
1,480 
1,475 
1,480 
1,595 
1.490 


15    clearing    firms,    all 
corn  futures  combined 


Aggregate 
long 


10,268 

9,862 

10,042 

10,268 

9,684 

9,976 

9,787 

10,292 

11,043 

10, 617 

11, 091 

10,846 

10, 807 

10,368 

11,075 

11,661 

12, 142 

11, 374 

10,  787 

11,177 

9,128 

11, 551 

11, 148 

11,141 

11,349 

11,071 

10,  902 

10,589 

10. 391 

9,963 

8,615 

9,045 

9,266 

9,349 

8,927 

8,744 

8,851 

9,013 

8,634 

9,159 

9,343 

9,170 

9,358 

9,254 

9,608 

9,549 

9,956 

9,873 

10, 452 

9,737 

10,099 

10, 030 

9,792 

10, 208 

10, 373 

9,871 

9,446 

9,504 

9,143 

9,262 

9,278 

9,441 

9.864 

10, 174 

9,875 

10,  503 

10, 441 

9,827 


Aggregate 
short 


44      TECHNICAL  BULLETIN    199,   U.   S.   DEPT.    OF  AGRICULTURE 

Table  12.- — The  aggregate  long  and  the  aggregate  short  of  69  speculative  traders, 
67  hedging  accounts,  and  15  clearing  firms,  together  with  the  total  open  commit' 
menis  of  the  market,  for  all  corn  futures  comhined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  1924,  to  September  30,  1928 — Continued 


Date 


Total  open 
commit- 


all  corn 
futures 
(long  or 
short) 


Position  of— 


)  speculative  traders, 
all  corn  futures  com- 
bined 


Aggregate 
long 


Aggregate 
short 


67  hedging  accounts, 
all  corn  futures  com- 
bined 


Aggregate 
long 


Aggregate 
short 


15    clearing    firms,    all 
com  futures  combined 


Aggregate 
long 


Aggregate 
short 


1925 

Aug.  18 

Aug.  19 

Aug.  20 

Aug.  21 

Aug.  22 

Aug.  24 

Aug.  25 

Aug.  26 

Aug.  27 

Aug.  28 

Aug.  29 

Aug.  31 

Sept.  1 

Sept.  2 

Sept.  3 

Sept.  4 

Sept.  5 

Sept.  8 

Sept.  9 

Sept.  10 

Sept.  11 

Sept.  12 

Sept.  14 

Sept.  15_.„. 

Sept.  16 

Sept.  17 

Sept.  18 

Sept.  19 

Sept.  21 

Sept.  22 

Sept.  23 

Sept.  24 

Sept.  25 

Sept.  26 

Sept.  28 

Sept.  29 

Sept.  30 

Oct.  1 

Oct.  2 

Oct.  3 

Oct.  5 

Oct.  6 

Oct.  7 

Oct.  8 

Oct.  9 

Oct.  10 

Oct.  13 

Oct,  14 

Oct.  15 

Oct,  16 

Oct.  17 

Oct.  19 

Oct.  20 

Oct.  21 

Oct.  22 

Oct.  23 

Oct.  24 

Oct.  26 

Oct.  27 

Oct.  28 

Oct.  29 

Oct.  30 

Oct.  31 

Nov.  2 

Nov.  3 

Nov.  4 

Nov.  5 

Nov.  6 

Nov.  7 , 


52,534 
53,068 

53, 824 
54,661 
54,645 
55, 627 
53, 993 
48, 367 
47, 340 
48,164 
47,065 
46, 629 
47,700 
47,696 
49, 889 
50, 180 
50,221 
51,067 
50,503 
50,816 
50,644 
50,035 

47. 759 
44, 632 
44,940 
45, 359 
44,941 
44,405 
44,458 
44,832 
43, 859 
42, 799 
43, 310 
42, 462 
42, 353 
42, 198 

42. 760 
42, 681 
42, 926 
43, 340 
43, 313 
44,058 
45,106 
45, 767 
44,983 
45, 077 
44,829 
45,  574 
46, 320 
46,800 
46, 937 
46,801 
47, 030 
46,484 
46,640 
46,685 
47, 310 
48,  789 
50,097 
49,946 
51,028 
51,780 
52,  515 
53, 343 
53,152 
53,324 
54,607 
55,462 
55,354 


2,780 
2,800 
2,780 
2,780 
2,730 
2,730 
1,630 


800 

800 

800 

2,095 

3,045 

5,395 

5,675 

5,676 

5,475 

5,465 

6,565 

5,240 

6,235 

1,300 

910 


500 
500 


4,095 
4,765 
5,465 
4,665 
4,665 
6,265 
6,115 
5,270 
5,995 
4,906 
4,380 
4,430 
4,380 
4,355 
4,405 
4,405 
4,206 
4,205 
4,205 
4,405 
4,895 
4,945 
4,485 
1,655 
730 
706 
1,106 
1,700 
1,800 
3,265 
2,665 
2,510 
1,710 
1,660 
1,860 
1,145 
1,110 
570 
590 
680 
670 
1,320 
2,320 
2,820 
2,860 
2,860 
2,860 
2,880 
3,000 
3,000 
3,000 
3,000 
3,000 
3,000 
3,000 
3,000 
3,600 
3,600 
3,600 
3,275 
2,860 
2,860 
3,100 
3,100 
3,100 
3,100 
3,350 
3,550 
3.550 


585 

740 

745 

915 

925 

926 

926 

915 

925 

925 

926 

915 

920 

915 

916 

915 

915 

915 

915 

916 

926 

930 

1,006 

986 

986 

986 

986 

985 

986 

985 

985 

985 

1,015 

1,025 

1,560 

1,665 

1,570 

1,480 

1,486 

1,416 

1,630 

1,560 

1,535 

1,630 

1,645 

2,190 

2,210 

2,235 


1,485 
1,485 
965 
955 
1,000 
996 
865 
805 
1,306 
1,285 
1,426 
1,490 
2,345 
2,366 
2,440 
2,440 
2,425 
2,445 
2,660 
2,380 
2,320 
2,250 
2,240 
2,270 
1,900 
1, 2fi6 
1,265 
1,766 
1,846 
1,880 
1,870 
2,090 
2,760 
2,765 
2,830 
2,760 
3,020 
2,830 
2,860 
3,476 
3,456 
3,38.5 
3,265 
3,220 
2,465 
2,380 
2,350 
2,240 
2, 185 
2,180 
2,116 
1,625 
1,676 
1,645 
1,536 
1,586 
1,610 
1,605 
1,  565 
1,555 
1,060 
1,055 
1,056 
1,076 
1,630 
1,645 
1,680 
1,640 
1.655 


9,622 

9,622 

9,606 

10,283 

10,303 

10,780 

10,881 

10, 447 

9,839 

9,413 

9,115 

8,817 

8,624 

8,124 

7,843 

7,600 

7,921 

8,273 

8,010 

8,339 

8,543 

8,568 

8,861 

8,404 

8,731 

8,626 

8,767 

8,661 

8,626 

8,665 

8,211 

8,138 

9,234 

8,787 

8,941 

8,435 

8,021 

8,317 

8,298 

8,304 

8,358 

8,635 

9,196 

9,607 

9,350 

9,584 

9,345 

9,438 

9,783 

9,786 

9,740 

9,761 

9,871 

10, 012 

9,909 

10,047 

10, 251 

10,756 

10.846 

10, 919 

10,854 

10,994 

11,609 

11, 672 

11,180 

10, 367 

11,253 

11,663 

11,322 


TRADING   IN   CORN   FTJTUEES 


45 


Table  12. — The  aggregate  long  and  the  aggregate  short  of  69  speculative  tradersy 
67  hedging  accounts,  and  15  clearing  firms,  together  with  the  total  open  commit- 
ments of  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  1924,  to  September  30,  1928— Conimued 


Date 


Nov 
Nov 
Nov 
Nov 
Nov, 
Nov, 
Nov, 
Nov, 
Nov, 
Nov, 
Nov, 
Nov, 
Nov, 
Nov. 
Nov. 
Nov. 
Nov. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 
i:)ec. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 
Dec. 


1D25 

.  9 

.  10 

,  12 

,  13 

,  14 

16.... 

17 

18 

19 

20 

21 

23 

24 

25 

27 

28 

30 

1 

2 

3 

4 

5 


Jan.  4.. 
Jan.  5.. 
Jan.  6.. 
Jan.  7.. 
Jan.  8.. 
Jan.  9.. 
Jan.  11. 
Jan.  12. 
Jan.  13. 
Jan.  14. 
Jan.  15. 
Jan.  16. 
Jan.  18. 
Jan.  19. 
Jan.  20. 
Jan.  21. 
Jan.  22. 
Jan.  23. 
Jan.  25. 
Jan.  26. 
Jan.  27. 
Jan.  28. 
Jan.  29. 
Jan.  30. 


1926 


Total  open 
commit- 
ments, 
all  corn 
futures 
(long  or 
short) 

Position  of— 

69  speculative  traders, 
all  corn  futures  com- 
bined 

67   hedging   accounts, 
all  corn  futures  com- 
bined 

15    clearing    firms,    all 
corn  futures  combined 

Aggregate 
long 

Aggregate 
short 

Aggregate 
long 

Aggregate 
short 

Aggregate 
long 

Aggregate 
short 

55, 284 
55, 977 
55,415 
56, 136 
57,042 
57, 071 
56,842 
56,354 
56,940 
57,324 
57,862 
58,034 

3,550 
3,550 
3,550 
4,550 
4,950 
4,950 
4,950 
5,050 
5,050 
5,050 
5,250 
6,225 
5,515 
4,880 
3,625 
4,400 
4,400 
5,790 
6,130 
5,185 
4,495 
4,380 
3,915 
3,915 
1,945 
1,945 
1,935 
1,925 
1,925 
1,925 
1,925 
2,425 
3,425 
3,420 
4,020 
4,020 
3,400 
3,295 
2,925 
2,725 
1,675 
1,225 

2,225 
2,245 
2,245 
2,250 
2,270 
2,260 
2,280 
2,300 
2,335 
2,305 
2,300 
2,260 
2,245 
2,205 
2,205 
2,195 
1,865 
1,805 
1,150 
1,150 
840 
550 
525 

1,655 
1,640 
1,630 
1,645 
1,655 
1,650 
1,670 
1,670 
1,625 
1,565 
1,585 
2,265 
2,370 
2,460 
2,625 
2,605 
3,160 
2,855 
2,925 
3,070 
3,130 
3,010 
3,140 
2,580 
2,575 
2,400 
2,765 
2,365 
2,330 
1,910 
2,045 
2,130 
2,225 
2,510 
2,685 
2,875 
3,190 
3,530 
3,745 
4,020 
6,510 
7,210 
8,020 

8,515 

8,820 

8,975 

9,050 

9,340 

9,575 

9,815 

9,995 

10, 120 

10,295 

10. 315 

9i785 

10,075 

10, 030 

10,  575 

10,500 

10,680 

10,  735 

10.  795 

10,980 

11,045 

11, 125 

11,385 

12,185 

11, 153 
11,188 
11, 320 
11, 144 
11,208 
11, 235 
11, 382 
11, 327 
11,804 
12,185 
12,564 
12,  747 

12,  820 
12,887 

13,  279 
13, 126 
12,180 
12,054 
11,846 
12,  315 
12,458 
12,038 
12,  731 
12,060 
11, 349 
11,102 
10, 827 
10, 925 
10, 892 
10,669 

8,299 
8,652 
8,381 
8,119 
7,949 
8,298 
8,148 
7,769 
7,513 
7,608 
7,353 
6,978 
7,084 
7,070 
6,910 
6,992 
7,115 
6,584 
6,693 
6,657 
6,501 
6,427 
6,733 
6,514 
6,752 
6, 222 
6,331 
6  102 

600 
900 
1,500 
1,600 
1,700 
1,500 
1,000 
1,000 
1,000 
1,000 

57,841 
58, 315 
57, 586 
57,  407 
55,041 
53, 357 
52, 861 
50, 688 
50,  266 
49,  822 
50,304 
48,890 

1,000 
1,100 
1,100 
1,100 
1,500 
2,800 
2,900 
2,200 
2,235 
2,235 
2,235 
2,310 
2,695 
3,220 
3, 335 
3,635 
3, 6.50 
3,700 
3,745 
3,825 
3,245 
3,880 
4,055 
2,375 
1,775 
1,775 
1,775 
1,825 
2,  775 
1,785 
1,810 

2,300 
2,410 
2,410 
1,800 
1,800 
1,775 
1,775 
1,775 
1,775 
1,775 
1,300 
1,310 
1,310 
1,310 
1,310 
1,310 
1,310 
1,310 
1,310 
1,310 
1,860 
1,860 
1,860 
1,860 

45, 433 

44,556 

43,  455 

44,273 

44,  233 
44,  539 

6,117 
6,342 

43,250 

43,690 

10,788 
11,010 
11,184 
11,480 
10,988 
10,986 
10,984 
10,  335 
10,067 

8,958 
10,029 

9,898 

10, 197 
10, 935 
10,  972 
10, 697 
9,842 
10,  313 

10,  245 
10, 195 
10, 574 
11,251 

11,  721 
12,046 
11,694 
11,822 
12,098 
12,464 

12,  426 
12,  698 
13, 039 
12,999 
13,060 
12,  932 
13,202 
12,956 

5,688 
5,663 
5,630 
5,636 
5,656 
5,587 
5,340 
5,423 
5,403 
6,181 
5,716 
5,084 

4  517 

43, 957 

43,  562 

43,  711 

42,966 

41,517 

41,  766 

40,796 

40,  218 

41,437 
42,  893 
40,  211 

1,360 
825 

40,904 

40,640 

4,392 
4,541 
4,375 
4,598 
4,354 
4,590 
4,691 
4  713 

41,099 

40,641 

40, 658 

40,  144 

41, 691 

42, 289 

42,699 

44,719 

6.50 
1,350 
1,950 
1,950 
2,550 
2,550 
2,850 
3,100 
3,100 
3,100 
3,100 
3,100 
3,000 
3,050 
1,650 

5,235 
5,439 
5,282 
4  753 

46,048 

47,081 

47,225 

48,590 

5,136 
5,447 
5,850 
5  725 

49, 159 

49,823 

49,888 

49,984 

5,576 
5,536 
5,602 
5,542 
5,658 
5,260 
4,749 

50,197 

49, 931 

49,868 

49,922 

49,641 

50,161 

46     TECHNICAL  BULLETIN    199,   U.   S.   DEPT.   OF  AGRICULTURE 


Table  12. — The  aggregate  long  and  the  aggregate  short  of  69  speculative  trader Sy 
67  hedging  accounts^  and  15  clearing  firms,  together  with  the  total  open  commit- 
ments  oj  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  1924,  to  September  30,  1928 — Continued 


Total  open 
commit- 
ments, 
all  corn 
futures 
(long  or 
short) 

Position  of— 

Date 

69  speculative  traders, 
all  corn  futures  com- 
bined 

67   hedging   accounts, 
all  corn  futures  com- 
bined 

15    clearing    firms,    all 
corn  futures  combined 

Aggregate 
long 

Aggregate 
short 

Aggregate 
long 

Aggregate 
short 

Aggregate 
long 

Aggregate 
short 

1926 
Feb. 1 

50,844 
50,750 
50,701 

51,  795 
52.067 

52,  270 
53,239 
53,048 
53,579 
53,412 
53.483 
55.504 
56.354 
56.583 
56,675 
56,864 
56,729 
57,  498 
58,117 
57,  931 
58,063 
58, 270 
60,894 
60,383 
61, 021 
60,385 
59,156 
59,205 
58,939 
58,981 
58,913 
58,643 
59. 172 
59, 101 
59,  351 
59,242 
60,008 
60,771 
60,502 
59,983 
59,390 
58,590 
58,924 
58,495 
58,625 
58,617 
59,  012 
59,390 
59,  013 
58,553 
58.730 
58,970 
58,720 
58,374 
57,407 
58.517 
58,424 
58,162 
57,  709 
57,  736 
58,133 
58,844 
59. 074 
58,924 
58,416 
57,587 
57,  672 
57,928 
57, 461 

1,860 
1,860 
1,870 
1,870 
1,870 
1,870 
1,870 
1,870 
1,870 
1.870 
2.480 
2,480 
2,480 
2,280 
2,280 
2,280 
2,280 
2,530 
2.980 
2,980 
2,980 
2.980 
?,980 
2,980 
2,980 
2,980 
2,980 
3,170 
3,395 
3,495 
3,495 
3,495 
3.495 
3,485 
3,495 
3,495 
3,495 
3,295 
2,345 
2,345 
2,345 
2,345 
2,345 
2,895 
2,945 
2,945 
2,945 
2,845 
2,925 
2,925 
2,925 
3,045 
3,045 
2,995 
2,995 
2.995 
2,995 
2,995 
2,995 
3.610 
3,860 
4,055 
4,655 
4,915 
5,060 
5,260 
5,360 
5,360 
5,360 

1,650 
1,750 
1,750 
2,450 
2,550 
3,395 
4,245 
3,945 
5,145 
5,545 
5,690 
7,000 
7.290 
7,665 
7,665 
7,705 
7,630 
7,690 
7,690 
7,690 
7,710 
7,045 
8,040 
8,355 
8,355 
3,780 
2,980 
2,980 
2,530 
2,530 
3,030 
3,045 
2.885 
2,530 
2,100 
1,895 
2,595 
2,750 
3,960 
3,960 
2,960 
2,435 
2,190 
2,190 
2,165 
2,155 
2.145 
2,895 
2,885 
2,875 
3,435 
3,775 
3,775 
3,755 
3,755 
3.755 
3.755 
3,755 
3,755 
3,755 
3,135 
3,125 
3,125 
3, 015 
2,995 
2.990 
3,245 
3.445 
3,445 

12,485 
12,460 
13, 115 
13,240 
13,360 
13, 495 
14,345 
14,690 
15,030 
15, 465 
15.405 
16, 465 
16,  925 
16,  735 
17, 170 
17,300 
17,835 
18,235 
18,280 
18,360 
18, 435 
18, 510 
18,505 
18, 480 
18,500 
18,  660 
18,  815 
18,805 
18,  930 

18,  970 

19,  135 
19,290 
19,  365 
19,590 
19,920 
19,  975 
19,990 
19,885 
20,405 
20.515 
20.545 
20,555 
20,885 
20,870 
20,545 
20.450 
20,520 
20,460 
20,420 
20,325 
20,180 
20,190 
20,200 
20,210 
20,170 
19,905 
19,880 
19,  345 
19.  415 
19,  345 
19.310 
19,315 
18.405 
19,  195 
18,  995 
18,  950 
18,590 
18,  570 
18,665 

13,236 
13,281 
13, 212 
13,299 
13,631 
13.885 
14,204 
14,274 
14,081 
13, 919 

13,  775 
14,490 
15, 177 
15.  559 
15,  517 
15,  345 
15,  524 
15,  981 
15,905 
15,801 
15,  542 
15,  470 
16,334 
16,086 
16. 107 
15,928 
15,  787 
15,549 
15,438 
15,698 
15,384 
15,  274 
15,532 
15,  413 
15,  659 
15,036 
15,630 
15,883 
16,309 
15,810 
16, 143 
15,  570 
15,  386 
15,328 
15,  425 
15,460 
15,584 
15,  .541 
15,594 
15,217 
15,  242 
15.291 
15,053 
14,784 
14,601 
15,203 
15,229 
14,993 
14,828 
14,804 
14,837 
15,  072 
14.466 
14,500 

14.  357 
13,650 
13,882 
13,706 
13,631 

4.726 

Feb  2 

4.496 

Feb.  3 

._ 

4,455 

Feb.  4 

4,727 

Feb.  5              -  - 

4,737 
4,764 

Feb.  6 

Feb.  8 

5,129 

Feb  9 

5,240 

Feb. 10 

470 

470 

470 

470 

470 

740 

740 

740 

740 

840 

840 

840 

840 

840 

840 

860 

860 

860 

860 

860 

860 

860 

800 

860 

860 

860 

860 

860 

860 

860 

860 

930 

930 

930 

930 

930 

930 

930 

930 

930 

930 

930 

940 

1,140 

1,140 

1,140 

1,140 

1,140 

1,140 

1,140 

1,140 

1,140 

1,140 

1,140 

1,140 

1,140 

1,140 

1,140 

1,140 

1,140 

1,140 

5,482 

Feb. 11 

5.417 

Feb.  13 

5.525 

Feb.  15  -.-      

5,949 

Feb.  16 

0.446 

Feb. 17 

6,543 

Feb.  18 

6.500 

Feb.  19 

6.576 

Feb.  20  - 

6,525 

Feb.  23 

6.327 

Feb.  24 

6,531 

Feb.  25 

6,526 

Feb.  26 

6,331 

Feb.  27 

6,145 

Mar.  1 

7,117 

Mar.  2       

7,002 

Mar.  3    

6,926 

Mar.  4 

5,567 

Mar.  5 

4,832 

Mar.  6              .  - 

4,743 

Mar.  8       -      

4,810 

Mar.  9       

5,029 

Mar.  10 

5,032 

Mar.  11 

4,809 

Mar.  12 

4.805 

Mar.  13     

4,865 

Mar.  15     

4,914 

Mar.  16 

5,463 

Mar.  17 

5,492 

Mar.  18            

5,584 

Mar.  19     

5.857 

Mar.  20     

5,727 

Mar.  22 

5,261 

Mar.  23 

5,071 

Mar.  24            

4,976 

Mar.  25     

4.73a 

Mar.  26     

4,725 

Mar.  27 

4,727 

Mar.  29 

4, 815 

Mar.  30     

5,011 

Mar.  31      

5,023 

Apr.  1 

4,792 

Apr.  3 

5.080 

Apr.  5 

5,492 

Apr.  6 

5,506 

Apr.  7 

5,649 

Apr.  8 

5,545 

Apr.  9 

5,685 

Apr.  10 

5.783 

Apr.  12 

5,479 

Apr.  13 

5,632 

Apr.  14 

5,739 

Apr.  15 

5,667 

Apr,  16      -  - 

5.692 

Apr.  17 

5,970 

Apr.  19 

5,997 

Apr.  20 

6,019 

Apr.  21          

6,160 

Apr.  22 

6,111 

Apr.  23 

6,205 

Apr.  24 

6,103 

TRADING   IN   CORN   FUTURES 


47 


Table  12. — The  aggregate  long  and  the  aggregate  short  of  69  speculative  traders, 
67  hedging  accounts,  and  15  clearing  firms,  together  with  the  total  open  commit- 
ments of  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  1924,  to  September  SO,  1928 — Continued 


Date 


Total  open 

Position  of— 

commit- 
ments, 
all  corn 
futures 

69  speculative  traders, 
all  com  futures  com- 
bined 

67   hedging   accounts, 
all  corn  futures  com- 
bined 

15    clearing    firms,    all 
corn  futures  combined 

(long  or 
short) 

Aggregate 

Aggregate 

Aggregate 

Aggregate 

Aggregate 

Aggregate 

long 

short 

long 

short 

long 

short 

57,  575 

5,360 

3,445 

1,140 

19, 015 

13, 855 

6,277 

57,  762 

5,360 

3,445 

1,240 

19,  305 

13.880 

6,215 

55,840 

5,460 

3,445 

1,240 

18,  695 

13,296 

6,067 

55. 891 

5,700 

3,260 

1,335 

18,000 

13,  380 

6,113 

54,502 

5,650 

2,960 

1,395 

18. 085 

12,  931 

5,457 

61,968 

5,650 

2,925 

1,395 

16,200 

12, 183 

5,239 

51,  247 

5,650 

2,675 

1,675 

16,150 

12, 137 

5,002 

51,630 

5,450 

2,740 

1,715 

16,  245 

12,  265 

4,569 

51,289 

4,450 

2,735 

1,720 

16,200 

12,209 

4.270 

52, 021 

5,450 

2,440 

1,745 

16,220 

12,  510 

4,416 

51,  697 

4.650 

1,650 

1,795 

16,  245 

13.153 

4,874 

51, 157 

4,650 

2,105 

1,805 

16.  240 

13, 161 

4,750 

51, 499 

4,650 

2,050 

1,555 

16,400 

13, 101 

4,647 

51,884 

4,650 

1,990 

1,555 

16,420 

12,882 

4,787 

53,398 

4,650 

2,125 

1,300 

16,360 

13,205 

4,771 

52, 419 

4,650 

2,155 

1,300 

17, 475 

13,  651 

4,796 

53,444 

4,650 

2,130 

1,300 

17.545 

13.549 

4.937 

53,307 

4,650 

2,130 

1,300 

17,  625 

13,  463 

4,963 

54,035 

4,650 

2.900 

1,300 

17,  415 

13,  938 

5.169 

54,531 

4,650 

2,910 

1,300 

18, 125 

14, 138 

5,407 

55,  232 

4,650 

3,010 

1,300 

18, 115 

14, 193 

5.587 

54,480 

4,650 

3,010 

1,300 

17,990 

13, 834 

5,721 

54,554 

4,650 

3,010 

1,750 

18,  315 

13,  752 

5,673 

55, 107 

4,650 

2,990 

1,825 

18,  375 

14, 180 

5,789 

55, 887 

4.650 

3,225 

1,685 

18,450 

14.  487 

5,728 

56,196 

4,650 

3,585 

1,300 

19,850 

14.  210 

5,025 

56,406 

4,650 

3,835 

1,300 

19, 470 

14, 183 

4.767 

57, 357 

4,675 

3,845 

1,300 

19,605 

14.801 

4,905 

58,413 

4,675 

4,345 

1,300 

19, 930 

14,  863 

4,998 

57,  615 

4,675 

4,240 

1,300 

20,075 

14,  957 

4,652 

58, 361 

4,675 

4,850 

1,300 

20,460 

15,  201 

4,842 

58,869 

4,675 

4,750 

1,300 

20,595 

15,234 

4,971 

59,461 

^         5, 175 

4,805 

1,300 

20,  810 

15.046 

4,894 

59,925 

5, 175 

4,785 

1,300 

20,890 

15.  391 

5,031 

61,120 

5,175 

4,785 

1,300 

20,  390 

15,665 

5,229 

60,238 

5,175 

3,275 

1,300 

20,630 

15,106 

5,569 

60,530 

6,320 

2,455 

1,300 

20,680 

14,  721 

5,942 

61,  322 

6,520 

2,640 

1,300 

20,690 

15, 084 

5,843 

60,988 

5,840 

1,785 

1,300 

21, 110 

15,  518 

5,884 

61,  555 

5,840 

1,785 

1,300 

21, 105 

15,  705 

5,998 

62, 164 

5,760 

1,810 

1,300 

21,095 

15,  917 

5,991 

63, 117 

4,410 

2,510 

1,345 

21, 675 

16,507 

5,321 

63, 840 

3,900 

3,610 

1,395 

21, 650 

16,  465 

5,508 

64,052 

3,900 

3,710 

1,410 

21,580 

16,  375 

5,445 

63, 872 

4,150 

3,760 

1,415 

21, 530 

16,396 

5,568 

63,852 

4,040 

3,760 

1,435 

21, 410 

16,  592 

5,492 

63, 453 

4,000 

3,860 

1,440 

20,465 

16,522 

5,409 

62,835 

4,245 

4,760 

1,455 

20,315 

16,627 

5,912 

61, 651 

3,750 

4,750 

1,690 

19.995 

16,  468 

5,714 

59, 979 

3,535 

4,385 

1,690 

19,380 

16,  455 

5,739 

59,754 

2,440 

3,390 

1,690 

19. 405 

17,003 

5,939 

59,850 

2,380 

3,290 

1,855 

19,265 

17,  651 

6,481 

58,225 

2,380 

3.165 

2,395 

18, 915 

16,  981 

5,813 

56,261 

2,880 

2,750 

2,415 

19,095 

16,  732 

5,345 

55.  599 

2,870 

2,225 

2,415 

18, 955 

16,561 

5,069 

55,  362 

3,500 

840 

2,415 

19,320 

16,447 

5,651 

50,741 

3,265 

960 

2,395 

16,590 

15,  782 

5,107 

49,  632 

3,265 

960 

2,390 

16,890 

15.  341 

4,8C9 

50,352 

3,315 

1,010 

2,425 

16, 895 

15,050 

5,007 

50,361 

3,315 

1,010 

2,350 

16,  870 

14,786 

5,041 

50,575 

3,515 

1,210 

1,855 

16,865 

14,  721 

4,971 

51, 194 

3,315 

1,210 

1,855 

16,  735 

14,528 

4,800 

51, 014 

3,315 

1,210 

1,855 

17, 010 

13,  957 

4,844 

51, 374 

3,675 

2,030 

1,700 

16, 980 

13,999 

5,157 

51, 681 

4,475 

1,705 

1,700 

17,005 

13,  898 

5,  416 

51,  210 

5,875 

1,405 

1,700 

17, 085 

13,  138 

5,120 

53,664 

6,575 

1,000 

1,700 

16,990 

13,  157 

6,380 

51,830 

6,675 

1,000 

1,700 

16.  870 

13,  910 

5,456 

51,065 

6,175 

1,000 

1,700 

16,925 

13, 113 

5,236 

1926 
Apr.  26.-- 
Apr.  27-— 
Apr.  28...- 
Apr.  29--- 

Apr.  30 

May  1 

May  3 

May  4 

May  5 

May  6 

May  7 

May  8 

May  10 

May  11--- 
May  12---- 
May  13—- 

May  14 

May  15-- 
May  17— 
May  18.— 

May  19 

May  20.-. - 
May  21--- 
May22.-. 

May  24 

May  25-- 

May  26 

May  27— 
May  28-.-- 

May  29 

June  1 

June  2 

June  3 

June  4 

June  6 

June  7 

June  8 

June  9 

June  10 

June  11 

June  12 

June  14 

June  15 

June  16 

June  17 

June  18 

June  19 

June  21 

June  22 

June  23 

June  24 

June  25 

June  26 

June  28 

June  29 

June  30 

July  1 

July  2 

July  6 

July  7 

July  8 

July  9 

July  10 

July  12 

July  13 

July  14 

July  16 

July  16 

July  17 


48      TECHNICAL  BULLETIN    199,   U.   S.   DEFT.    OF  AGRICULTURE 

Table  12. — The  aggregate  long  and  the  aggregate  short  oj  69  speculative  traders, 
67  hedging  accounts,  and  15  clearing  firms,  together  with  the  total  open  commit- 
ments of  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  1924,  to  September  30,  192S — Continued 


Date 


Total  open 
commit- 
ments, 
all  corn 
futures 
(long  or 
short) 


Position  of- 


69  speculative  traders, 
all  corn  futures  com- 
bined 


Aggregate 
long 


Aggregate 
short 


67  hedging  accounts, 
all  corn  futures  com- 
bined 


Aggregate 
long 


Aggregate 
short 


15    clearing    firms,    all 
corn  futures  combined 


Aggregate 
long 


Aggregate 
snort 


1926 
July  19.... 
July  20.... 

July  21 

July  22.... 

July  23 

July  24.... 

July  26 

July  27.... 
July  28.... 
July  29.... 
July  30.... 

July  31 

Aug.  2 

Aug.  3 

Aug.  4 

Aug.  5 

Aug.  6 

Aug.  7 

Aug.  9 

Aug.  10 

Aug.  11.--. 
Aug.  12--.- 
Aug.  13--- 

Aug.  14 

Aug.  16..- 
Aug.  17.-.- 
Aug.  18..-- 
Aug.  19--- 

Aug.  20 

Aug.  21-.- 
Aug.  23—. 

Aug.  24 

Aug.  25 

Aug.  26 

Aug.  27—- 
Aug.  28...- 
Aug.  30— 
Aug.  31-.. 

Sept.  1 

Sept.  2 

Sept.  3 

Sept.  4 

Sept.  7 

Sept.  8 

Sept.  9 

Sept.  10... 
Sept.  11... 
Sept.  13... 
Sept.  14... 
Sept.  15... 
Sept.  16... 
Sept.  17... 
Sept.  18... 
Sept.  20... 
Sept.  21... 
Sept.  22... 
Sept.  23... 
Sept.  24... 
Sept.  25... 
Sept.  27... 
Sept.  28- _. 
Sept.  29. _. 
Sept.  30... 
Oct.  1-— .- 

Oct.  2 

Oct.  4 

Oct.  5 

Oct.  6 

Oct.  7 


51, 486 
53, 199 
54,803 
54,074 
54,  766 
54,034 
53, 662 

53,  219 
53, 172 
53,041 
62, 422 

52,  330 
52,480 
53, 935 
54,584 

54.  913 
54,946 

53,  677 
53, 446 

54,  259 

55,  640 

56. 118 
55,911 
55,  277 
54,231 
54,270 
54,046 
54,041 

53,  633 
53, 719 

54,  763 
53, 996 
53, 425 
52,  875 
52,  017 
51, 162 

50. 119 
47,  523 

44,  730 
43,  468 
44,999 
44, 139 
44, 677 
45, 075 
45, 912 

45,  768 
46, 365 

46,  722 
46,964 
47, 145 

47,  397 

47,  751 
46, 462 
46,302 
46, 175 
47, 452 
47, 149 
48,288 
49, 470 
49,  558 
49,904 
48, 959 

48,  678 
49, 413 
60,040 
60,346 
50,698 
51, 137 
51,284 


7,470 
8,570 
7,885 
6,165 
6,605 
6,005 
5,005 
5,305 
4,420 
4,125 
4,525 
4,995 
6,865 
6,815 
6,095 
6,175 
6,335 
6.535 
5,360 
5,360 
5,805 
6.805 
4,755 
4,455 
3,650 
3,650 
4,230 
4,330 
4,330 
4.350 
4,350 
4,350 
2,835 
2,805 
2,805 
3,105 
2,305 
1,760 
1,880 
2,050 
2,050 
2,050 
2,455 
2,455 
3,055 
3,060 
2,600 
2,500 
2,570 
2,485 
2,645 
2,520 
2,620 
2,575 
2,625 
3,075 
3,260 
3.340 
3,875 
3,915 
3,885 
3,840 
4,950 
4,960 
4,950 
6,350 
6,610 
5,210 
4,810 


1,000 

1,600 

1,816 

1,855 

1,855 

1,866 

1,856 

1,796 

2,145 

2,400 

2,105 

2,375 

1,300 

1,375 

1,715 

1,745 

1,670 

1,665 

540 

640 

436 

436 

435 

435 

780 

1,325 

1,196 

1.300 

1,220 

800 

1,300 

1,600 

785 

756 

155 

155 

355 

200 

400 


640 
575 
575 
576 


860 
970 
875 
1,295 
1,655 
1,650 
1,560 
1,060 
870 
1,210 
1,760 
1,826 
1,396 
1,240 
1,520 
1,485 
1,475 
1,546 
1,645 
1,676 


600 
500 
500 
600 
480 
480 


295 
295 
230 
130 
130 
130 
20 
195 


16,280 
16,  310 
16, 170 

15,  975 

16,  205 
16,050 
16,050 
16,000 
15, 910 
15, 470 
15,360 
15,  245 
15,  350 
15,490 
15,490 
15,400 
15, 370 
14,960 
15,120 
15,  555 
15,  215 
14,  625 
14,  710 
14,480 
14, 130 
14,000 
14,360 
14, 165 
14,346 
14. 175 
14, 175 
13,760 
13, 920 
13,  570 
13,390 
12,290 
11,700 
11,360 
11,270 
11,620 
12,260 
12,185 
11,820 
12, 110 
11,990 
11,966 
11,980 
11,916 
11,960 
11,880 
12,000 

11,  572 
11, 661 
11,736 
11, 656 
11,780 
12,070 
12,450 
12,326 

12,  245 
12,205 
12.365 
12,210 
11, 925 
12,635 
12,640 
12,750 
12,  756 
12,755 


12.  816 
12,689 

13,  370 
13,  410 
13,536 
13, 437 
13, 101 
12,866 
12,  476 
12,  326 
12,967 
12,945 
12,605 

12,  653 
13,283 

13.  311 
13,722 
13,104 
12,530 
11,948 
11,696 
11,788 
12,604 
13, 089 
13, 159 
13,253 
13, 189 
13, 252 
13,249 
1?,509 
13,  356 
13,  814 
13,  772 
13, 817 
13,835 
13,764 
13,  574 
12,346 
11,601 
11.722 
11,538 
11,894 
11,  892 
12, 162 
12, 221 
11,613 
12,208 
12,282 
12,367 
12, 972 
12,899 
13,500 
14,037 
14,026 
13,855 
14,251 
14. 131 
14,337 
14,480 
14, 165 
14,262 
14,124 
14, 425 
14,444 
14, 918 
14, 627 
14,481 
14,068 
14,641 


TRADING   IN  CORN  FUTURES 


49 


Table  12. — The  aggregate  long  and  the  aggregate  short  of  69  speculative  traders, 
67  hedging  accounts,  and  16  clearing  firms,  together  with  the  total  open  commit- 
ments oj  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  1924,  to  September  30,  1928 — Continued 


Date 


Total  open 
commit- 
ments, 
all  corn 
futures 
Gong  or 
short) 


Position  of- 


3  speculative  traders, 
all  corn  futiires  com- 
bined 


Aggregate 
long 


67  hedging  accounts, 
all  com  futures  com- 
bined 


Aggregate     Aggregate 
short  long 


Aggregate 
short 


15    clearing    firms,    all 
corn  futures  combined 


Aggregate 
long 


Aggregate 
short 


1926 

Oct.  8 

Oct.  9 

Oct.  11 

Oct.  13 

Oct.  14 

Oct.  15 

Oct.  16 

Oct.  18 

Oct.  19 

Oct.  20 

Oct.  21 

Oct.  22 

Oct.  23 

Oct.  25 

Oct.  26 

Oct.  27 

Oct.  28 

Oct.  29 

Oct.  30 

Nov.  1 

Nov.  3 

Nov.  4 

Nov.  5 

Nov.  6 

Nov.  8 

Nov.  9 

Nov.  10 

Nov.  12 

Nov.  13...-. 

Nov.  15 

Nov.  16-... 

Nov.  17 

Nov.  18 

Nov.  19 

Nov.  20 

Nov.  22 

Nov.  23 

Nov.  24 

Nov.  26 

Nov.  27 

Nov.  29 

Nov.  30 

Dec.  1 

Dec.  2 

Dec.  3 

Dec.  4 

Dec.  6 

Dec.  7 

Dec.  8 

Dec.  9 

Dec.  10 

Dec.  11 

Dec.  13 

Dec.  14 

Dec.  15 

Dec.  16 

Dec.  17 

Dec.  18 

Dec.  20 

Dec.  21 

Dec.  22 

Dec.  23 

Dec.  24 

Dec.  27 

Dec.  28 

Dec.  29 

Dec.  30 

Dec.  31 


51, 164 
51,665 
51, 924 
63, 117 
53,444 
53,579 
53, 081 
53,785 
53,639 
54,024 
55, 057 
55,888 
67, 386 
58,439 
59,230 
60, 035 
61, 054 
60,147 
61,111 
62, 191 
62,446 
62, 175 
63,066 
64,351 
64,990 
64,583 
64,667 
64,145 
64,042 
64,244 
65,688 
65,053 
64,655 
64,630 
63, 671 
63,606 
63,379 
64,462 
64,626 
63,637 
63,099 
59, 332 
59, 141 
68,662 
68,161 
59,502 
69, 112 
69, 579 
69,738 
60,260 
60,006 
60, 276 
59,728 
60,111 
60,618 
62,266 
62, 985 
62,880 
62,002 
59, 471 
59,051 
59,223 
69,  922 
59,190 
60,470 
60,966 
60,727 
61,051 


4, 810 
4,810 
4.310 
4,450 
5,020 
5,635 
5,605 
6,300 
5,896 
5,820 
5,820 
6,820 
6,320 
6,896 
7,135 
6,775 
6,510 
6,595 
6,610 
6,635 
6,635 
6,085 
5,930 
7,410 
8,130 
7,805 
6,765 
7,295 
7,330 
7,325 
8,535 
6,695 
6,305 
6,175 
•  5,375 
6,625 
6,990 
6,806 
7,005 
7,160 
7,490 
6,015 
6,756 
8,290 
8,655 
9,905 
10,365 
10, 145 
10, 160 
11,460 
11,830 
12,205 
11,350 
11,446 
11,285 
11,650 
10,920 
10,536 
9,820 
9,260 


8,816 
8,815 
7,975 
7,975 
7.976 


2,260 
2,350 
2,410 
2,060 
2,606 
2,195 
2,020 
2,075 
1,640 
1,830 
2,055 
1,995 
2,390 
2,365 
2,410 
2,265 
2,836 
3,775 
4,095 
3,845 
3,840 
4,385 
4,000 
4,065 
4,465 
3,895 
4,025 
4,030 
3,965 
3,635 
3,730 
6,280 
4,945 
4,715 
3,300 
5,050 
4,670 
4,685 
4,725 
4,890 
3,445 
3,415 
3,415 
3,336 
3,370 
3,370 
3,305 
3,295 
3,170 
3,166 
3,085 
3,460 


3,765 

3,250 

3,365 

2,810 

3,740 

3,205 

785 

175 

175 


540 

540 

750 

1,285 

1,985 


40 
90 
90 
90 
100 
100 
100 
100 
605 
620 
610 
616 
620 
646 
645 
645 
650 
665 
655 
705 
870 
860 
870 
655 
630 
140 
140 
150 
165 
180 
190 
200 
205 
210 
220 
206 
205 
65 
10 
10 
15 
20 
20 
20 


12,485 
12,990 
13, 105 
13,060 
12, 825 
13, 525 
13,540 
14, 070 
14,  525 
14,725 

16,  035 
17,190 

17,  710 
18,205 
18, 596 
18,990 
19, 550 
19, 855 

19. 675 
20,250 
21, 305 
22, 165 
23,240 

23,  970 
24, 245 

24,  245 
24,090 
24,  625 
24,085 
23,645 
23,655 
23,705 
24, 130 
24,160 
24,290 
23,565 
23,547 
23,225 
23,255 
23,298 
22,830 
23,025 
23,135 
23,065 
22,  715 
22,890 
22,815 
22,750 
22,  710 
22,540 

22. 676 
22,600 
22,645 
22,690 
22,880 
22,980 
23,245 
23, 395 
23,735 
23,980 
23,885 
23,845 
23,956 
24,240 
23,790 
24,464 
25,225 
26,565 


14,  733 
14, 627 

14,  712 
15,423 
15,634 
16,664 
16,638 

15,  762 
15,584 
15,620 
15, 831 

15,  798 
15,998 
16, 034 
16,247 
16,432 

16,  759 

17. 469 

17,  645 
17,599 
17,668 
17,950 
18,263 
18, 146 

18,  111 
17,  761 
17,868 
18,231 
18,129 
18,081 
17,998 
17,660 
17, 535 
17,188 
16, 976 
17,  707 
17, 427 
17,582 
17,300 
16, 814 
16,947 
16,881 
15,754 

14. 470 
14, 301 
14,425 
14,768 
14,637 
14,628 
15,100 
15,287 
15,251 
15,651 
15, 860 
16,058 
16,  867 
16,585 
16, 932 
16, 978 

15,  573 
16,231 

16,  765 
17,069 
17, 173 
14,002 
17,850 
17,484 
18, 189 


50      TECHNICAL   BULLETIN    199,    U.    S.    DEFT.    OF   AGRICULTURE 

Table  12. — The  aggregate  long  and  the  aggregate  short  of  69  speculative  traders^ 
67  hedging  accounts,  and  15  clearing  firms,  together  with  the  total  open  commit- 
ments of  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  1924,  to  September  30,  1928 — Continued 


Date 


1927 

Jan. 3 

Jan. 4 

Jan.  5 

Jan. 6 

Jan. 7 

Jan.  8 

Jan. 10 

Jan.  11 

Jan.  12 

Jan.  13 

Jan. 14 

Jan. 15 

Jan. 17-... 

Jan.  18 

Jan. 19 

Jan.  20 

Jan.  21 

Jan.  22 

Jan.  24 

Jan.  25.... 

Jan.  26 

Jan.  27 

Jan.  28 

Jan.  29 

Jan. 31 

Feb.  1 

Feb.  2 

Feb.  3 

Feb.  4 

Feb. 5 

Feb. 7 

Feb.  8 

Feb.  9 

Feb.  10 

Feb.  11.... 
Feb.  14.... 
Feb.  15.... 
Fet- 16.— 

Feb.  17 

Feb.  18.... 
Feb.  19.... 
Feb.  21.... 
Feb.  23.-.. 
Feb.  24.... 

Feb.  25 

Feb.  26.-. 
Feb.  28.... 

Mar.  1 

Mar.  2 

Mar.  3 

Mar.  4 

Mar.  5 

Mar.  7 

Mar.  8:..- 

Mar.  9 

Mar.  10-.- 
Mar.  11...- 
Mar.  12.... 
Mar.  14.... 
Mar.  15...- 
Mar.  16...- 
Mar.  17.... 
Mar.  18.... 
Mar.  19.... 
Mar.  21-... 
Mar.  22.... 
Mar.  23...- 
Mar.  24.... 
Mar.  25.— 


Total  open 
commit- 
ments, 
all  corn 
futures 
(long  or 
short) 


62,129 
62,  568 
63,189 
64,905 
64,864 
65,244 
65,606 
65, 451 
65,360 
66,100 
67,385 
67, 545 
68,214 
68,835 
69,504 
69, 486 
70, 930 
71, 181 
71,511 
71,849 
72, 983 
73,863 
74, 423 
74,590 
75, 432 
75,669 
76, 101 
76,884 
77,286 
76,886 
76,611 
76, 925 
76,403 
76,754 
76, 670 
77, 357 
77,353 
77,703 
78,264 
78, 947 
79,023 
80,058 
79,639 
77,807 
80,163 
80,726 
81,306 
82,830 
83,317 
84,164 
84,904 
86,014 
87,768 
88,553 
89,295 
89,554 
89,  525 
88,811 
87, 985 
88,033 
88,070 
87, 211 
85,125 
84,518 
84,163 
81, 765 
80,154 
81,306 
81.681 


Position  of— 


J  speculative  traders, 
all  corn  futures  com- 
bined 


long 


13,680 
14,205 
14,490 
16,220 
15,280 
15,605 
16,005 
16, 175 
16,160 
16,  705 
17,045 
17.055 
17,605 
18,320 
18,700 
18, 895 
18, 965 
18, 885 
18,790 
18, 930 
19,590 
20,265 
20,500 
20,725 
20,750 
20,355 
20, 920 
21,  260 
21,  460 
21,390 
21,315 
21,  410 
20,590 
21,260 
21,560 

21,  855 
22,240 
22,230 

22,  330 
23,130 
23,535 
24, 190 
21,  685 

20,  435 

21,  625 

21,  465 
21, 195 

22,  635 
22, 370 
22, 665 
22,  570 
22,  460 

22,  525 
23,040 
23,345 
23,235 

23,  410 
23,705 
23,590 
23,865 
24,075 
22,935 
21, 695 
20,545 
21,090 
19,541 
17,837 
17, 845 
18,050 


Aggregate 
short 


4,334 
3,597 
3,594 
4,043 
3,985 
3,925 
4,040 
3,305 
2,650 
2,735 
2,392 
2,522 
2,512 
2,477 
2,637 
2,842 
3,102 
3,172 
3,192 
3,262 
2,997 
3,182 
3,332 
3,142 
2,942 
3,356 
3,196 
3,296 
2,916 
2,806 
2,631 
2,681 
2,586 
2,221 
2,111 
2,251 
2,436 
2,766 
2,761 
3,505 
3,127 
3,399 
3,910 
3,728 
4,108 
4,117 
4,877 
4,556 
4,681 
5,296 
5,076 
5,220 
5,199 
5,474 
5,051 
5,239 
5,179 
5,178 
5,145 
5,180 
5,330 
5,570 
6,345 
6,625 
6,895 
6,970 
6,970 
7,270 
6,725 


67  hedging  accounts, 
all  corn  futures  com- 
bined 


Aggregate 
long 


1,075 
1,005 
1,045 
910 
910 
850 
705 
695 
675 
595 
625 
650 
610 
585 
585 
495 
500 
500 
525 
535 
530 
525 
665 
615 
620 
695 
650 
660 
600 
475 
530 
530 
600 
500 
490 
500 
525 
610 
610 


705 
870 
908 
1,458 
1,510 
1,650 
1,390 
1,375 
1,320 
1,350 
1,425 
1,440 
1,520 
1,425 
1,440 
1,445 
1,580 
1,595 
1,480 
1,495 
1,550 
1,700 
1,885 
1,780 
1,630 
1,635 
1,640 
1,630 


Aggregate 
short 


15    clearing    firms,    all 
com  futures  combined 


Aggregate 
long 


29,208 

29,518 

29,554 

29,579 

29,640 

29,709 

29,999 

30,276 

30, 578 

30,686 

30,  693 

30,  710 

31,060 

31,311  i 

31, 476 

31, 759 

31,844 

31,842 

32,058 

32,353 

33, 107 

33,  507 

33,800 

34,046 

.34, 438 

34,852 

35,  317 

35,586 

35,794 

35,866 

36,186 

36,299 

36,298 

36,531 

36,590 

36, 851 

37,058 

37, 142 

37,  379 
37,526 
37, 621 
38,022 
38,202 
38,490 

38,  722 

38,  843 

39,  076 

39,  985 

40,  211 
40,469 
40,  719 
40,653 
40,620 
40.601 
40,  325 
40,324 
40,326 
40,  362 
40,420 
40,384 
40,346 
40,070 
39,  774 
39,559 
39, 307 
39, 147 
38,500 
38,309 
38,253 


18, 621 
18, 719 
18,760 
18.594 
18, 919 
18.636 
18,603 
18,134 
18,001 
17,694 
17,829 
17,665 
17,656 
17,444 
17,645 
17,569 
17,804 
18, 073 
18,846 
18,854 
18,429 
18,665 
18,840 
18,806 
18,948 
19, 575 
19,580 
19, 610 
19,  724 
19,382 
19,330 
19,507 
19,  737 
19, 736 
19,628 
19,  751 
19,643 
20,114 
20,267 
20,549 
20,509 
20,717 
21,368 
21, 182 
21,234 
21,602 
21,  986 
21,593 
21,  695 
21,  384 
22,092 
22,843 
23,115 
23,076 
22,728 
23,033 
23,049 
22,589 
22,588 
22,499 
22,154 
22,616 
22,809 
22,078 
21,  592 
21,148 
20,854 
20,530 
20,512 


Aggregate 
short 


TKADING   IN   CORN   FUTtTRES 


51 


Table  12. — The  aggregate  long  and  the  aggregate  short  of  69  speculative  traders^ 
67  hedging  accounts,  and  15  clearing  firms,  together  with  the  total  open  commit- 
ments of  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  1924,  to  September  SO,  1928 — Continued 


Date 


1927 


Mar.  26. 
Mar.  28- 
Mar.  29- 
Mar.  30. 
Mar.  31. 
Apr.  1.. 
Apr.  2-. 
Apr.  4-. 
Apr.  6.. 
Apr.  6.. 
Arp.  7.. 
Apr.  8.. 
Apr.  9.. 
Apr.  11. 
Apr.  12. 
Apr.  13. 
Apr.  14. 
Apr.  16. 
Apr.  18.. 
Apr.  19-. 
Apr.  20- 
Apr.  21.. 
Apr.  22.. 
Apr.  23.. 
Apr.  25.. 
Apr.  26.. 
Apr.  27-. 
Apr.  28-. 
Apr.  29.. 
Apr.  30-. 
May  2... 
May  3-.. 
May  4... 
May  5... 
May  6... 
May  7... 
May  9... 
May  10.. 
May  11.. 
May  12.. 
May  13- 
May  14.. 
May  16.. 
May  17.. 
May  18.. 
May  19.. 
May  20.. 
May  21.. 
May  23- 
May  24.. 
May  25.. 
May  26-. 
May  27.. 
May  28- 
May  31- 
June  1... 
June  2— 
June  3-.- 
June4-.. 
June  6... 
June  7—. 
June  8-- - 
June  9... 
June  10-. 
June  11.- 
June  13.- 
June  14-. 
June  15.. 
June  16.- 


Total  open 
commit- 
ments, 
all  corn 
futures 
(long  or 
short) 


81,580 
82,563 
82,  226 
81,446 
81, 455 
82, 385 
82,  402 
82,  648 
82,800 
82,  771 
82,  693 
82, 913 
82,383 
82,039 
81,  714 
79, 994 
80,400 
79, 680 
79,683 
79,283 
79,300 
79,  756 
80, 072 
79,945 
80,154 
79, 359 
79,306 
78,289 
76, 115 
74, 318 
68,468 
68,165 
67,806 
68, 476 
68,343 
68,263 
67, 795 
67, 922 
65, 985 
67, 279 
66,327 
66,  972 
67, 989 
69,104 
69,861 
69, 014 
70,490 
70, 322 
71,066 
70,785 
72,502 
73, 370 
72, 873 
72,  262 
71,  702 
73, 123 
76,954 
76,030 
77, 117 
78,095 
78, 151 
78,065 
77,502 
77, 332 
71,846 
76,043 
75,729 
77,858 
78,108 


Position  of— 


)  speculative  traders, 
all  corn  futures  com- 
bined 


long 


18,240 
18, 610 
18,840 
18,645 

18,  710 

19,  570 
19,600 
19, 985 
19, 985 
20, 895 
21,  035 
21,840 
21,  270 
20, 160 
19,285 
18,  695 

18,  950 
18,940 
19, 120 

19,  625 
19,820 
19,560 
19,  695 
19, 540 
19,  525 
19,  590 
19,  450 
19,  465 
1",290 
19, 210 

19,  795 

20,  450 
23,345 
25,  261 
25,  686 
25,311 
25, 147 

25,  362 
26,043 

26,  742 
26,  687 
28,237 
28, 912 
30, 057 
29, 487 
30,837 
32,537 

32,  595 
32,400 
31,815 
33,030 
34,  520 
34,700 

33,  630 
31, 855 
32, 195 
30,  920 
32,860 

34,  225 
33, 510 
33, 370 
33,950 
34, 340 
30, 555 
26,  740 
28,  765 
30,250 
31,615 
32,230 


Aggregate 
short 


7,375 
7,450 
7,225 
7,091 
7,301 
7,646 
7,921 
7,786 
7,546 
7,756 
7,446 
7,261 
7,351 
8,241 
8,276 
8,936 
9,131 
8,801 
8,632 
8,638 
9,108 
9,173 
9,453 
9,863 
9,728 
9,413 
9,343 
8,573 
7,914 
6,929 
6,884 
5,754 
5,200 
4,825 
4,880 
5,570 
5,460 
3,015 
2,760 
3,085 
3,210 
3,205 
2,890 
3,245 
2,580 
1,665 
2,527 
2,878 
1,213 
2,408 
2,488 
658 
588 
743 
933 
1,478 
1,165 
1,001 
1,066 
1,190 
1,385 
2,150 
2,820 
2,775 
1,555 
1,196 
1,100 
1.260 


67  hedging  accounts, 
all  corn  futures  com- 
bined 


Aggregate 
long 


1,640 

1,625 

1,626 

1,626 

1,606 

1,601 

1,601 

1,601 

1,600 

1,605 

1,615 

1,605 

1,640 

1,665 

1,655 

1,540 

1,530 

1,525 

1,550 

1,540 

1,670 

1,730 

1,585 

1,560 

1,610 

1,595 

1,630 

1,615 

1,570 

1,680 

1,690 

1,600 

1,520 

1,135 

1,160 

1,105 

1,095 

1,125 

925 

885 

940 

920 

970 

785 

806 

865 

690 

510 

585 

205 

500 

440 

460 

490 

565 

660 

476 

506 

640 

755 

865 

930 

1,166 

1,936 

1,866 

1,390 

1,205 

1,035 

1.010 


Aggregate 
short 


38, 340 

37, 969 
36,  944 
36,  430 
36,  410 
36,  242 
36,  026 
35,  793 
35, 701 
36, 850 
35,796 
35,  692 
36, 685 
35,  528 
35, 072 
34,  324 
34,406 
33, 176 
32,  648 
32,  456 
32,  432 
32, 126 
32,061 
31,  688 
31, 438 
31, 156 
30,  546 
30,  014 
29,956 
28,829 
27, 118 
27,  069 
27, 587 
27, 319 
27,  236 
26, 910 
26, 614 
26, 401 
26, 423 
26,  740 
26,  642 
26,  565 
26,  225 
26,  332 
26,604 
26,  573 
26,  518 
26,231 

25,  949 

26,  203 
26,  187 
26,  282 

26,  901 
27, 149 

27,  617 

28,  563 
28,  719 
28,  898 
28,  731 
28,  729 
28,  762 
28, 376 
27,  719 
26, 695 
26, 343 
26.694 
26, 962 
27, 110 
27,386 


15    clearing    firms,    all 
corn  futures  combined 


Aggregate 
long 


20,274 
20,796 
20,  461 
20,  544 
20,  544 
20,  319 
20,  371 
20,  381 
20,  441 
19, 791 
19,  697 
19,  251 
19, 153 
19,  771 
19,728 
19, 327 
19,  363 
19, 137 
18,  732 
18,094 
18, 058 
18,090 
18, 141 
17,  892 
17, 956 
17, 890 
17, 984 
17, 338 
16,  531 
16, 366 
13,  737 
13,488 
12, 108 
12,  260 
12, 800 
12,  657 
12,  368 
12,  606 
11,  966 

11,  421 
11,073 
11,882 

12,  038 
12,036 

11,  497 
11,894 
11,865 

12,  515 
12, 213 
11, 179 
11,228 
11,236 


9,875 
11,074 
10, 823 
13, 072 
11, 634 
11,619 
12,760 
11,  926 
12, 241 
12, 313 
13, 469 
13,488 
13, 426 
13, 591 
13,  747 
13,882 


Aggregate 
short 


52      TECHNICAL   BULLETIN    199,    U.    S.    DEPT.    OF  AGRICULTURE 

Table  12. — The  aggregate  long  and  the  aggregate  short  of  69  speculative  traders^ 
67  hedging  accounts,  and  16  clearing  firms,  together  loith  the  total  open  commit- 
ments of  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  192^,  to  September  30,  1928 — Continued 


Date 


1927 

June  17 

June  18 

June  20 

June  21 

June  22 

June  23 

June  24 

June  25 

June  27 

June  28 

June  29 

June  30 

July  1 

July  2 

July  5 

July  6 , 

July  7 

Julys 

July  9 

July  11 

July  12 

July  13 

July  14 

July  15 

July  16 

July  18 

July  19 

July  20 

July  21 

July  22 

July  23 

July  25 

July  26 

July  27 

July  28 

July  29 

July  30 

Aug.  1 

Aug.  2 

Aug.  3 

Aug.  4 

Aug.  5 

Aug.  6 

Aug.  8 

Aug.  9 

Aug.  10 

Aug.  11.... 

Aug.  12 

Aug.  13 

Aug.  15 

Aug.  16 

Aug.  17 

Aug.  18 

Aug.  19 

Aug.  20 

Aug.  22..-. 
Aug.  23..-- 

Aug.  24 

Aug.  25 

Aug.  26 

Aug.  27-... 

Aug.  29 

Aug.  30.... 
Aug.  31.... 

Sept.  1 

Sept.  2 

Sept.  3 

Sept.  6 

Sept.  7 


Total  open 
commit- 
ments, 
all  corn 
futures 
(long  or 
short) 


78,605 
78,340 
78, 673 
78, 221 
77, 227 
76, 817 
76,801 
77,120 
77,  738 
76, 217 
75,837 
74,661 
74,964 
75,502 
77, 132 
78, 017 
77,831 

76,  731 
75,388 
75,301 
77,428 
77, 413 

77,  111 
78,008 
77,068 
77,709 
78, 497 
79,443 
79,587 
79, 270 
79, 433 
81,224 
81, 970 
81,454 
81, 327 
80,902 
79, 268 
79,945 
80,845 
80,849 
82,  376 
83,162 
84,192 
83,161 
83,836 
83, 315 
82,942 
82,604 
83,248 
83,003 
83,960 
81, 862 
82,388 
82,700 
82,400 
83,162 
83,391 
82,408 
82, 556 
80, 925 
80,893 
82,225 
81, 122 
79, 516 
78,255 
76, 825 
75, 296 
72,468 
72.760 


Position  of- 


9  speculative  traders, 
all  corn  futures  com- 
bined 


Aggregate     Aggregate 
long  short 


31, 850 
32, 070 
31, 230 
31, 635 
32, 010 
32,060 
32,225 
32, 475 
33,760 
33,320 
33,005 
32, 375 
33, 470 
36,095 
36, 365 
34,  750 
34, 895 
36, 135 
35,160 
34,  736 
35, 065 
34, 910 

34,  725 
33, 616 
32,890 
30,646 
31, 166 

31,  706 

31. 695 

32,  630 
32,040 
34, 810 
36, 246 
35,640 

35. 265 
34,445 
34, 155 
34, 236 
33,985 
34, 220 
36, 365 
37,400 
37,840 
39, 056 
38,945 
39, 166 
36,006 
37, 355 
37,960 
36,995 
36, 345 
34, 930 

35. 266 
35,660 

36. 696 
36,996 
37, 436 
36,250 
36, 056 

35,  795 
35, 610 
30,  776 
29, 870 
29, 246 
28,  765 
26,945 
36, 275 
25, 970 
26,805 


2,045 
2,145 
2,235 
2,080 
1,870 
1,430 
1,706 
2,397 
1,632 
1,432 
1,497 
1,602 
3,237 
3,048 
2,844 
3,069 
2,704 
2,854 
3,028 
1,048 
1,238 

973 
1,028 
3,468 
3,368 
1,258 
1,268 
1,358 
1,606 
1,588 
1,887 
1,112 

847 
1,107 
1,112 

967 


1,221 
1,406 
1,736 
1,786 
1,522 
1,221 
1,372 
1,242 
1,692 
1,919 
2,014 
1,809 
3,009 
2,119 
2,344 
3,039 
3,129 
3,244 
3,229 
3,084 
2,784 
2,079 
1,779 
3,989 
3,994 
3,829 
4,274 
3,969 
4,659 
2,619 
2,894 


67  hedging  accounts, 
all  corn  futures  com- 
bined 


Aggregate 
long 


1,115 
1,110 
1,200 
1,190 
1,160 
1,200 
1,360 
1,680 
1,350 
1,475 
1,505 
1,635 
1,720 
1,620 
1,575 
1,615 
1,620 
1,620 
1,625 
1,610 
1,635 
1,655 
1,705 
2,017 
1,979 
1,974 
1,899 
1,806 
1,785 
1,900 
1,901 
1,566 
1,666 
1,546 
1,711 
1,766 
1,806 
1,813 
1,860 
1,854 
1,862 
1,886 
1,888 
2,004 
2,089 
2,164 
2,110 
2,115 
2,110 
2,165 
2,290 
2,605 
2,475 
2,480 
2,460 
2,460 
2,445 
2,360 
2,566 
2,450 
2,455 
2,785 
2,735 
2,750 
2,700 
2,726 
3,000 
2,845 
2,770 


Aggregate 
short 


27,050 
26,962 
27,686 
27,633 
27,328 
27,12^ 
26,868 
26, 659 
27, 279 
27, 673 
27,506 
27,682 
27, 473 
27, 738 
27, 874 
28,055 
28,299 
28,172 
28,032 
28,054 
28,226 
28,198 
28,032 
27,962 
27,907 
27, 791 
27, 795 
27, 421 
27, 416 
27,536 
27,344 
27, 391 
27, 578 
27,  778 
27,  512 
27, 162 
27,256 
27, 058 
27,238 
26,834 
26,762 
26,600 
26,733 
26,508 
26,544 
26, 371 
26,025 
25,856 
26, 073 
25,  765 
26,125 
24,848 
24,935 
24,604 
24, 671 
24,168 
24,  126 
22.694 
23.820 
23,632 
23,  979 
23. 978 
23,672 
22.613 
23,210 
22,  261 
21, 653 
21,996 
21,900 


15   clearing   firms,    all 
corn  futures  combined 


Aggregate     Aggregate 
long  short 


13, 879 
13,349 
13,267 
13,683 
13, 433 
13,254 
13,822 
14,368 
13,866 
13, 893 
14,232 
12,886 
13,463 
13,315 
13, 055 
13, 819 
13, 132 
13, 191 
13,033 
12,882 
13, 251 
13,649 
14,322 
14, 017 
14,322 
16, 119 
15,503 
15, 389 
16, 626 
16,163 
16, 619 
15, 811 
16,002 
16, 076 

16,  562 
16, 116 
16,706 
16,366 
16,581 
16,783 
16, 161 
16,726 
16,906 
17, 010 
17,009 
16, 913 
15,650 
14,964 
14,  746 
14,  581 
15,128 
15, 079 
15, 614 
16,828 
16, 673 
17,204 
16,826 
16,580 
16, 187 
15, 114 
14,682 
16,848 

17,  679 
17, 176 
17, 439 
17,  719 
17,441 
16,920 
16,  721 


TRADING   IN   CORN   FUTURES 


53 


Table  12. — The  aggregate  long  and  the  aggregate  short  of  69  speculative  traders, 
67  hedging  accounts,  and  15  clearing  firms,  together  with  the  total  open  commit- 
ments of  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  1924,  to  September  30,  1928 — Continued 


116329' 


Position  of— 

Total  open 

ments, 

69  speculat 

ive  traders. 

67   hedging 

accounts, 

15    clearing    firms,    all 
corn  futures  combined 

all  corn 
futures 

all  corn  futures  com- 
bined 

all  corn  futures  com- 
bined 

(long  or 
short) 

Aggregate 

Aggregate 

Aggregate 

Aggregate 

Aggregate 

Aggregate 

long 

short 

long 

short 

long 

short 

73,109 

27, 035 

2,659 

2,775 

22, 089 

17, 178 

6,430 

73, 489 

27, 195 

3,076 

3,005 

22,  310 

15, 913 

5,742 

73,  674 

26,900 

2,211 

3,190 

22,  369 

17,  265 

6,000 

73, 670 

25,100 

1,801 

3,365 

23,  393 

18,  318 

6,603 

71,845 

24,025 

2  355 

3,370 

23  294 

72, 573 

24,005 

2,901 

3,440 

23, 483 

17,  538 

6,137 

73,  745 

26,  245 

3,616 

3,160 

22,  870 

17,  559 

6,005 

67, 818 

19,  899 

1,325 

2,710 

22,  243 

16, 166 

5,845 

67,520 

18,  925 

1,486 

2,720 

22, 411 

16, 032 

6,032 

68, 733 

19,  995 

2,281 

2,750 

22,  552 

16, 159 

5,938 

66,693 

16,  310 

1,906 

2,560 

21,963 

17, 838 

6,052 

65,940 

16,  765 

1,961 

2,535 

21, 874 

16,  792 

5,197 

66,056 

16,  330 

2, 051 

2,575 

22,066 

16,  752 

5,244 

66,350 

16, 080 

2,046 

2,675 

22, 186 

17,063 

5,400 

64,  891 

13, 425 

2,146 

2,000 

22, 162 

16, 138 

5,130 

65,  566 

12,390 

3,076 

2,575 

22,  319 

17,003 

5,640 

63,  926 

9,760 

3,046 

2,900 

21, 821 

17, 951 

5,373 

65,043 

9,215 

4,931 

2,  885 

21, 420 

19,983 

6,500 

65,296 

8,340 

4,341 

2,915 

21,  264 

20,  271 

6,092 

62,796 

8,115 

3,551 

2,955 

21,  025 

19,280 

4,899 

63, 915 

7,960 

3,756 

3,025 

20, 637 

19,309 

4,945 

64,  813 

9,185 

4,196 

3,015 

20, 062 

20,682 

6,356 

65, 174 

9,250 

2,851 

3,020 

20,  255 

20,677 

6,006 

65, 161 

9,160 

3,236 

3,025 

19,  778 

21,033 

6,360 

66, 045 

10,  230 

3,451 

3,020 

19,640 

20,876 

6,117 

67,  480 

10, 190 

3,570 

3,015 

19,  539 

21, 959 

6,417 

67,920 

10,000 

3,595 

3,035 

19,275 

22, 114 

6,607 

67,500 

9,780 

3,135 

3,050 

19,  234 

21,  304 

6,183 

65, 989 

9,280 

2,732 

3,000 

18,072 

21,807 

6,667 

66, 319 

9,275 

2,020 

3,025 

17,806 

22,191 

6,859 

65, 075 

8,075 

1,805 

3,055 

17, 562 

20,510 

6,685 

66,011 

8,065 

1,255 

3,050 

17,747 

20,689 

7,343 

67, 169 

8,980 

1,795 

2,990 

17,  776 

21, 108 

7,971 

68,  379 

9,495 

1,335 

2,930 

17, 105 

20,992 

8,112 

69,208 

10,390 

1,020 

3,180 

17, 102 

21, 648 

9,129 

69,  575 

11,  070 

900 

3,170 

17,  239 

22,297 

9,302 

70,  685 

10,  720 

1,510 

3,220 

17,442 

22,627 

9,819 

72, 030 

10,845 

1,530 

3,230 

17,887 

22,390 

10,067 

71, 593 

10, 695 

1,340 

3,285 

18,  023 

21,  261 

8,603 

71,790 

10,  665 

2,165 

3,310 

18, 052 

21,700 

8,905 

74,  015 

9,955 

2,596 

3,275 

17,600 

22,505 

9,243 

72, 967 

9,320 

3,226 

3,260 

17, 525 

21, 107 

8,439 

72,975 

9,640 

2,772 

3,185 

18,092 

19, 891 

7,780 

71,667 

9,815 

2,872 

3,155 

18, 086 

18,  522 

6,775 

73,  519 

10, 180 

2,572 

3,270 

18,  419 

18,843 

6,903 

72,  747 

10, 130 

6,015 

1,860 

15,  705 

18,303 

6,717 

75,402 

10,560 

6,  655 

1,860 

16, 335 

18,289 

6,429 

75,227 

11,160 

6,975 

1,860 

16,290 

18, 126 

6,375 

74,  734 

11,160 

6,940 

1,860 

16,  435 

18,260 

6,245 

74,  965 

10,  565 

6,355 

1,850 

16,090 

18,728 

6,613 

74,  419 

10,  605 

6,465 

1,820 

16,200 

17,944 

6,165 

76, 178 

10,  650 

6,830 

1,720 

15,420 

18,  214 

6,346 

76, 348 

10,  695 

6,850 

1,720 

15, 815 

17,998 

6,392 

76,360 

10,980 

6,510 

1,720 

15, 810 

17, 802 

6,766 

77,  557 

10,900 

6,550 

1,720 

15,  745 

17,060 

7,072 

78,274 

9,775 

6,845 

1,720 

14,995 

17, 344 

6,840 

79,  371 

10,600 

7,390 

1,720 

15,  010 

17,409 

7,103 

79, 546 

10, 670 

7,825 

1,720 

14,  915 

17, 779 

7,594 

79,642 

10,985 

6,315 

1,720 

15,355 

17, 826 

7,611 

79, 176 

10,910 

5,880 

1,675 

15,  210 

17, 820 

7,680 

79, 039 

10,630 

6, 145 

1,635 

15,050 

17,083 

7,290 

78,788 

9,875 

6,820 

1,685 

14, 110 

16, 410 

7,039 

78, 774 

9,310 

7,260 

1,685 

13, 485 

16,053 

6,967 

78,780 

9,200 

7,200 

1,685 

13, 335 

16,  532 

6,833 

79,127 

10,405 

6,950 

1,685 

12,725 

16,347 

7,042 

78,  513 

10,500 

6,950 

1,690 

12,705 

16,550 

7,088 

76,  544 

9,400 

6,245 

1,690 

12,  655 

15,867 

7,253 

76,  245 

8,870 

5,765 

1,690 

12,420 

16,025 

7,236 

75, 449 

9n 

9,745 

6,660 

1,690 

11,807 

15,991 

7,091 

54      TECHNICAL  BULLETIN    199,   U.   S.   DEPT.   OF  AGRICULTURE 

Table  12. — The  aggregate  long  and  the  aggregate  short  of  69  speculative  traders^ 
67  hedging  accounts,  and  16  clearing  firms,  together  with  the  total  open  commit- 
ments of  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  1924,  to  September  SO,  1928 — Continued 


Date 


Total  open 

Position  of— 

commit- 
ments, 
all  corn 
futures 

69  speculative  traders, 
all  corn  futures  com- 
bined 

67  hedging  accounts, 
all  corn  futures  com- 
bined 

15    clearing    firms,    all 
com  futures  combined 

(long  or 
short) 

Aggregate 

Aggregate 

Aggregate 

Aggregate 

Aggregate 

Aggregate 

long 

short 

long 

short 

long 

short 

73,640 

7,860 

7,445 

1,800 

11,510 

15,703 

6,986 

73,039 

8,525 

7,075 

1,796 

11,460 

14,371 

6,994 

72,  778 

8,645 

7,005 

1,790 

11,475 

14,600 

7,124 

73,404 

10,660 

6,435 

1,790 

10, 665 

14,063 

7,111 

75,027 

10,380 

6,455 

1,805 

10, 776 

14, 077 

7,233 

74,601 

10, 065 

6,180 

1,805 

10,420 

14,704 

7,011 

73, 151 

8,990 

6,050 

1,930 

10,350 

15,129 

6,519 

74, 925 

8,690 

6,440 

1,940 

10,  475 

16,  148 

6,816 

74,683 

8,485 

6,430 

1,940 

10,  526 

15,896 

7,107 

75,  596 

8,840 

6,650 

1,940 

11,135 

16, 148 

7,316 

73,204 

8,380 

6,350 

1,940 

11,590 

16,  706 

6,658 

74,857 

8,330 

6,425 

1,940 

13,090 

16,328 

7,266 

74,953 

8,040 

6,215 

1,940 

14,  325 

16,  378 

7,241 

75,  598 

9,330 

6,530 

1,930 

14,550 

16,  032 

7,296 

75,607 

•  9,360 

6,780 

1,930 

14,860 

16,406 

6,913 

75,648 

9,360 

6,900 

1,930 

14,550 

16,288 

6,349 

75,549 

8,220 

6,350 

2,036 

14, 670 

17,  214 

6,187 

76, 472 

6,475 

6,225 

2,036 

14,996 

17,340 

6,818 

76,  521 

6,475 

6,235 

2,035 

15,120 

17,184 

6,861 

75,804 

5,835 

7,446 

2,045 

16,400 

17,  561 

5,827 

75,941 

5,835 

7,485 

2,045 

16,800 

17,261 

5,615 

76, 056 

6,835 

6,840 

2,046 

16, 806 

17,590 

5,820 

77,  207 

5,535 

7,280 

2,046 

16,985 

17,  131 

6,051 

77, 166 

5,535 

6,670 

2,046 

17, 035 

17,  745 

6,616 

77, 133 

5,535 

6,715 

2,045 

16,970 

17,646 

6,268 

75,  341 

4,290 

5,930 

2,005 

16, 706 

17,288 

5,861 

75,  221 

4,505 

5,480 

2,536 

16,240 

17,190 

5,964 

76,366 

4,705 

6,605 

2,535 

16,  276 

16,763 

6,684 

76, 750 

4,705 

6,605 

2,636 

15,930 

16,338 

7,081 

77, 158 

6,735 

6,935 

2,536 

16,  616 

16, 146 

7,423 

77,469 

5,735 

6,170 

2,335 

15, 945 

16, 116 

7,535 

78,  335 

5,905 

6,305 

2,335 

15,800 

16,462 

7,629 

78,  392 

6,730 

6,100 

2,335 

15,656 

16,566 

7,887 

79, 470 

6,630 

5,400 

2,335 

16,580 

16,231 

8,605 

80, 441 

7,520 

6,260 

2,325 

15,840 

15,840 

8,768 

82, 159 

7,970 

6,206 

2,325 

15, 926 

15,  849 

9,136 

83,095 

8,115 

6,330 

2,860 

15,840 

16,985 

9,167 

82, 992 

8,340 

6,730 

2,875 

16,835 

16,706 

9,240 

84,411 

9,366 

6,200 

2,880 

16,  525 

16,906 

10,082 

83, 451 

9,700 

5,910 

2,865 

15,440 

16,480 

9,889 

84, 160 

10,035 

6,965 

2,870 

15,  716 

16,733 

9,424 

85, 974 

10, 010 

5,775 

2,895 

17,006 

17,240 

9,485 

86,844 

10,035 

5,150 

3,390 

17,325 

17,303 

9,083 

87,  519 

8,445 

5,300 

3,430 

17,  656 

17,628 

8,998 

87, 779 

8,145 

5,300 

3,430 

18,060 

17,  397 

9,231 

87, 134 

8,645 

4,516 

3,405 

18,186 

17,632 

8,683 

88,728 

9,745 

4,390 

3,526 

18, 375 

17,923 

9,116 

89,700 

10, 365 

4,535 

3,620 

18,  415 

17,709 

9,065 

90,340 

10,300 

4,636 

3,680 

18, 665 

17,889 

9,088 

91,540 

11,  376 

5,120 

3,855 

19,  306 

17,832 

9,447 

92, 903 

11,  395 

4,760 

3,830 

20,620 

17,998 

9,314 

93,008 

11,605 

4,645 

3,790 

21,  330 

17,  624 

9,216 

93, 178 

11,650 

4,115 

3,746 

21, 280 

18,239 

9,226 

93,808 

11,660 

4,075 

3,767 

21,360 

18,  226 

8,990 

93,804 

12, 225 

3,876 

3,760 

21,  595 

18,  439 

9,230 

94,213 

13, 406 

3,876 

3,786 

23,260 

18,609 

9,066 

95,  220 

13,  680 

4,385 

3,740 

23,575 

18,483 

9,666 

94, 387 

14, 815 

1,210 

3,255 

23,  475 

17,  707 

10,246 

94,974 

16, 160 

1,865 

2,976 

23, 390 

17,  567 

10,089 

95, 899 

15,830 

1,835 

3,010 

23,615 

17,  916 

10,288 

98,158 

17,965 

1,720 

2,880 

24,880 

17, 136 

10,840 

97, 855 

19,  510 

2,220 

2,805 

24, 845 

16,  059 

11,269 

99,285 

20,160 

2,615 

2,830 

24,  825 

15,649 

11,511 

98,  598 

20,906 

2,290 

2,855 

24,  725 

15, 107 

12,060 

98,  384 

21,400 

1,985 

2,755 

24,260 

15,  231 

12,100 

99,464 

21,700 

2,035 

2,405 

24,090 

15,  196 

12, 109 

100, 141 

21.750 

2,036 

2,450 

24,490 

16,325 

11.844 

1927 

Dec.  1 

Dec.  2 

Dec.  3 

Dec.  6 

Dec.  6 

Dec.  7 

Dec.  8 

Dec.  9 

Dec.  10 

Dec.  12.-.. 
Dee.  13—. 

Dec.  14 

Dec.  15 

Dec.  16-..- 
Dec.  17-... 

Dec.  19 

Dec.  20.-- 

Dec.  21 

Dec.  22-.- 
Dec.  23— 
Dec.  24-— 
Dec.  27.— 
Dec.  28—. 
Dec.  29.— 
Dec.  30..-. 
Dec.  31.— 

1928 

Jan.  3 

Jan.  4 - 

Jan.  5 

Jan.  6 

Jan.  7 

Jan. 9 

Jan.  10 

Jan.  11 

Jan.  12 

Jan.  13 

Jan.  14 

Jan.  16 

Jan.  17 

Jan.  18 

Jan.  19 

Jan.  20 

Jan.  21 

Jan.  23 

Jan.  24 

Jan.  25 

Jan.  26 

Jan.  27 

Jan.  28 

Jan.  30 

Jan.  31 

Feb. 1 

Feb.  2 

Feb. 3 

Feb.  4 

Feb.  6 

Feb.  7 

Feb. 8 

Feb. 9 

Feb.  10 

Feb.  11 

Feb.  14 

Feb,  15 

Feb.  lO-.- 
Feb.  17..-_ 
Feb.  18..- 
reb.20...- 


TRADING   IN   CORN   FUTURES 


55 


Table  12. — The  aggregate  long  and  the  aggregate  short  of  69  speculative  traders, 
67  hedging  accounts,  and  15  clearing  firms,  together  with  the  total  open  commit- 
ments of  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  1924,  to  September  30,  1928 — Continued 


Date 


Feb.  21. 

Feb.  23. 

Feb.  24. 

Feb.  25. 

Feb.  27. 

Feb.  28. 

Feb.  29- 

Mar.  1.- 

Mar.  2.. 

Mar.  3.. 

Mar.  6.. 

Mar.  6.. 

Mar.  7.. 

Mar.  8.. 

Mar.  9.. 

Mar.  10. 

Mar.  12- 

Mar.  13. 

Mar.  14. 

Mar.  15. 

Mar.  16. 

Mar.  17. 

Mar.  19. 

Mar.  20. 

Mar.  21. 

Mar.  22. 

Mar.  23. 

Mar.  24. 

Mar.  26. 

Mar.  27. 

Mar.  28. 

Mar.  29. 

Mar.  30.. 

Mar.  31.. 

Apr.  2... 

Apr.  3... 
Apr.  4... 
Apr.  5... 
Apr.  7... 
Apr.  9... 
Apr.  10.. 
Apr.  11-. 
Apr.  12-. 
Apr.  13-. 
Apr.  14-- 
Apr.  16-- 
Apr.  17-- 
Apr.  18.- 
Apr.  19.- 
Apr.  20-. 
Apr.  21.. 
Apr.  23- - 
Apr.  24- - 
Apr.  25- - 
Apr.  26-- 
Apr.  27-. 
Apr.  28-. 
Apr.  30.- 
May  1... 
May  2... 
May  3... 
May  4._- 
May  6... 
May  7.__ 
May  8... 
May  9... 
May  10.  . 
May  11.- 
May  12— 


Total  open 
commit- 
ments, 
all  corn 
futures 
(long  or 
short) 


100,082 
100, 372 
100,686 
102, 094 
103,  912 
103, 873 
105,  655 
103, 147 
103,  088 
102,  542 
103, 197 
103, 433 
102,  941 
102,  232 
102, 144 
101,  733 
101.  991 
102, 323 
101, 027 
99,700 
98,  218 
95, 861 
95, 255 
95, 272 

95,  552 
96, 187 

96,  719 
95,  577 
95, 813 
95, 153 
95, 196 
94,  912 
95,183 
94,619 
94,044 
93,  790 
93, 489 
92,  727 
93, 171 
92, 844 
93, 079 
92,  413 
92,  926 
92, 846 
93, 113 
92, 827 
92,263 
92,968 
91,188 
90,220 
90,083 
90,367 
89,888 
87, 466 
87,811 
89,209 
88,822 
89,203 
87,590 
86,839 
84,476 
83,393 
82,  490 
82,  672 
82,657 
82,230 
81,  973 
82,068 
82,236 


Position  of- 


9  speculative  traders, 
all  corn  futures  com- 
bined 


Aggregate 
long 


22,100 
23,  520 
23,300 
23, 020 
23,  760 
22,965 
23,  970 
23,900 
23,  715 
23,190 
23,695 
23,  705 
23,505 
23,  990 
23,  690 
21,  895 
22,990 
23,  760 

23,  720 

24,  520 
23,  260 
20,550 
20,550 
20, 405 
21, 135 
20, 160 
19,  965 
18,  915 
18,  380 
17,530 

17,  685 
17,890 

18,  845 
18,945 
17, 145 
16,  760 
16,  355 
14,  915 
14,  555 

14,  690 
14, 365 

13,  550 
13,800 
14, 410 

15,  255 

14,  395 

14,  590 

15,  315 
16,535 
18,  370 

18,  450 
18, 845 
19, 175 
20,  510 
20, 345 
21, 140 
20,700 
20,  555 
21,065 
20,  820 
20,  320 
20,710 
20, 475 
20,400 
19,260 
19,205 

19,  5i0 
20,180 
20,000 


Aggregate 
short 


1,985 

2,130 

2,185 

2,550 

2,415 

2,635 

2,880 

3,415 

3,460 

3,705 

3,785 

3,245 

3,395 

3,295 

3,210 

4,145 

4,295 

4,650 

3,960 

3,650 

2,305 

2,430 

2,030 

1,680 

1,940 

2,190 

1,625 

2,075 

2,175 

2,075 

2,075 

2,215 

3,015 

3,025 

3,295 

3,290 

3,315 

3,315 

3,315 

3,815 

4,240 

3,810 

3,340 

3,530 

3,310 

2,985 

2,980 

2,850 

3,600 

3,600 

3,025 

3,025 

3,025 

3,025 

3,025 

3,655 

3,905 

4,405 

4,720 

5,105 

3,440 

3,160 

2,160 

2,160 

2,160 

2,060 

2,725 

2,190 

1,970 


67  hedging  accounts, 
all  corn  futures  com- 
bined 


Aggregate 
long 


2,360 

2,230 

2,330 

2,340 

2,335 

3,030 

3,355 

3,470 

3,455 

3,315 

3,315 

3,290 

3,305 

3,290 

3,300 

3,470 

3,470 

3,465 

3,455 

3,355 

3,805 

3,635 

3,315 

2,810 

2,050 

2,080 

2,160 

2,135 

2,125 

2,155 

2,160 

2,030 

1,910 

1,845 

1,890 

1,950 

1,950 

2,155 

2, 185 

2,105 

2,110 

2,020 

2,035 

2,040 

1,920 

1,860 

1,740 

1,630 

1,600 

1,495 

1,490 

1,500 

1,485 

1,940 

1,725 

1,955 

2,083 

1,590 

500 

500 

500 

500 

500 

990 

1,025 

875 

500 

500 

500 


Aggregate 
short 


24, 340 

23,  670 
23, 405 
23,404 
23, 980 
25, 320 
25,  325 

24,  340 
24,  535 
24,  620 
24,  735 

24,  855 

25,  475 
25,  660 
24,  970 
24, 040 
25, 275 

24,  950 

25,  430 

24,  960 

25,  245 
25,  215 
24,  345 
23,  880 
23,  795 
23,990 
23,950 
23,630 
23,  355 
23,  035 
22,  510 
22,400 
22,  300 
23, 130 
22,  470 
21,  970 
21, 855 
21,  280 
20,  680 
20,  665 
20,532 
20,  615 
20,  280 
19,  790 
19, 890 
19,  475 
19,  965 
21, 180 
20,785 
19,  550 
19,  203 
19, 145 
19,  435 
19,  055 
19,095 
19, 180 
19,  330 
19, 805 
19, 190 
19, 365 
18,  705 
17,  555 
17,640 
17,590 
18, 105 
18, 365 
17,760 
17,  610 
17,550 


15    clearinfT    firms,    all 
corn  futures  combined 


Aggregate 
long 


14,589 
15,  257 
15,  090 
15,  487 
15,704 
15, 807 
15, 967 
15, 272 

14,  919 

15,  2C8 
15,817 
16,068 

16,  422 
16,  570 

15,  560 

16,  082 
15,  583 
15,518 
14,  634 
13, 815 
13, 186 
13,  637 
13, 407 

13,  230 

14,  020 
14,  48G 
14,  724 
15, 4K 
14,  639 
14,  908 
14,  925 

14,  134 
13,  95J 

13,  718 
14,888 
14, 991 

15,  285 

16,  859 
16,  905 
16, 420 
16,531 
16,  528 
16,  707 
16,  695 
15,566 
15,  936 
15,581 
15,350 

14,  957 
13,  450 
13,  489 
13,  207 
12, 927 

12,  774 
12,889 
12,988 
13, 131 
13, 315 
13, 416 
14, 128 
13,668 

13,  274 
11,873 
11,711 
12, 133 
12,  251 
12,  245 
12,  251 
12,190 


AgsTregate 

short 

11,808 

11,499 

11,260 

11,  489 

11,883 

11,456 

11,607 

11,599 

11,  624 

10,  978 

10,833 

11,  337 

11, 179 

10,  947 

10, 808 

10, 163 

10,  501 

10, 436 

10,  329 

10,509 

10,806 

10,589 

10, 409 

10,601 

10,  401 

9,492 

9,500 

9,596 

9,409 

9,412 

9,618 

10,  079 

10,  012 

9,509 

9,440 

9,573 

9,  e<J5 

9,  7(  4 

10,  200 

10,  OOJ 

10,  224 

10, 018 

9,947 

10,888 

11,021 

11,067 

11,593 

10.  710 

10,  191 

10, 3i;] 

10,  43'J 
10, 172 
9,70J 
9, 4:^6 
9,270 
9,143 
9,132 
9,416 
9,254 
9,506 
9,077 
9,526 
9,621 
10,031 
9,902 
9,619 
9,902 
L5o7 


56      TECHNICAL  BULLETIN    199,   U.   S.   DEFT.    OF  AGRICULTURE 

Table  12. — The  aggregate  long  and  the  aggregate  short  of  69  speculative  traders, 
67  hedging  accounts,  and  15  clearing  firms,  together  with  the  total  open  commit- 
ments of  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  1924,  to  September  30,  1928 — Continued 


Date 


Total  open 
commit- 
ments, 
all  corn 
futures 
(long  or 
short) 


Position  of- 


69  speculative  traders, 
all  com  futures  com- 
bined 


Aggregate 
long 


Aggregate 
short 


67  hedging  accounts, 
all  com  futures  com- 
bined 


Aggregate 
long 


Aggregate 
short 


15    clearing    firms,    all 
corn  futures  combined 


Aggregate 
Jong 


Aggregate 
short 


1928 

May  14 

May  15 

May  16 

May  17 

May  18 

May  19 

May  21 

May  22 

May  23 

May  24 

May  25 

May  26 

May  28 

May  29 

May  31 

June  1 

June  2 

June  4 

June  5 

June  6 

June  7 

Junes 

June  9 A. 

June  11 

June  12 

June  13 

June  14 

Jtme  15 

Jrme  16 

June  18 

June  19 

Jime20 

June  21 

June  22 

Jime  23 

June  25 

June  26 

June  27 

June  28 

June  29 

June  30 

July  2 

July  3 

July  5 

July  6 

July  7 

July  9 

July  10 

July  11 

July  12 

July  13 

July  14 

July  16 

July  17 

July  18 

July  19 

July  20 

July  21 

July  23 

July  24 

July  25 

July  26 

July  27 

July  28 

July  30 

July  31 

Aug.  1 

Aug.  2 

Aug.  3 


79,806 

77,  965 

78,  515 
78, 055 

77,  992 

79,  701 
81,091 
82, 398 
83,800 
85,093 
83,385 
82,657 
83,809 
85, 182 
83,407 
83,956 
84,207 
84,462 
86,297 
87,224 
87,144 
88,586 
87, 812 
88,609 
88. 358 
88,391 
84,797 
84, 038 
83,344 
82,  973 
80, 356 
80,360 
80, 327 
80, 244 
79, 331 
79,685 
79, 545 
79, 455 
79, 415 
77,006 
76,603 
75, 873 
76, 137 
76, 474 
77, 119 
77, 217 
76,  996 
77,258 
78, 266 
78, 331 
78, 356 

78,  713 

79,  755 
78,583 
77, 520 
78, 312 
78,602 
77, 517 
78,768 
79,920 
80,678 
80,648 
80,718 
80,044 
80,224 
71,863 
72,834 
72, 314 
74,299 


19, 810 
18,  755 
18,  990 
18,  615 

18,  255 
18,705 
19,300 

19,  310 
19,  290 
18,  955 
18,  705 

18,  955 

19,  355 
19,830 
20, 015 
20,510 
20,915 
21, 065 
21, 065 
20,510 

20,  960 

21,  415 
20,570 
20,700 
20,700 
20,980 
18,  610 
17,  910 
17,  415 
17, 150 
17,160 
16,900 
16,650 
16,690 
16,690 
16,700 

16,  745 
16,860 
17,260 

17,  710 
17,  915 
16,  930 
16,900 
16,980 
17,420 
17, 010 
16, 820 
16, 845 
16,  735 
16,635 
16, 395 
16,190 
16, 105 
15, 920 
15,  675 
15,  455 
15, 370 
15,360 
14,285 
14,055 
13,650 
14,095 
14,220 
14,450 
13,820 

6,620 
6,710 
7,745 
7,670 


775 
650 
650 
520 
520 
575 
975 
1,440 
1,570 
1,905 
2,320 
2,770 
3,585 
3,155 
3,100 
3,060 
3,125 
2,325 
2,195 
2,320 
2,785 
3,535 
3,610 
3,685 
3,835 
4,400 
4,395 
4,290 
4,490 
3,890 
3,495 
3,895 
3,800 
4,450 
4,510 
5,310 
5,175 
4,975 
5,225 
3,805 
3,405 
3,510 
3,900 
4,210 
4,210 
4,465 
5,060 
4,760 
4,335 
4,930 
5,100 
5,040 
6,810 
6,380 
6,790 
7,325 
6,860 
6,840 
7,320 
8.400 
8,455 
9,520 
8,895 
7,780 
8,175 
7,515 
8,720 
7,865 
10,  415 


500 
500 
500 
500 
500 
500 
500 
855 
1,005 
1,005 
1,540 
1,555 
1,545 
1,475 
1,000 
500 
500 
950 
1,500 
1,825 
2,185 
2,845 
2,845 
2,845 
2,860 
2,860 
2,880 
2,860 
2,860 
3,305 
1,915 
1,720 
1,885 
2,185 
?,315 
1,865 
1,865 
1,865 
1,865 
2,365 
2,365 
2,365 
2,465 
2,965 
2,975 
3,105 
3,130 
3,585 
3,495 
3,450 
3,740 
3,850 
4,190 
4,015 
3,720 
3.875 
4,025 
4,600 
5.315 
5,860 
6,440 
6,615 
7,330 
7,560 
7,805 
8,320 
9,060 
9,055 
9,450 


17,190 

16, 370 

16, 305 

16, 335 

16,  305 

16,  265 

16,  590 

16,  620 

16,  730 

16,  725 

16,  330 

16,100 

16,  080 

16,060 

15,  950 

15,  495 

15,  405 

15,  265 

14, 060 

14,135 

13,  535 

13,  615 

13, 185 

12,590 

12,  330 

12,120 

11,645 

11,571 

11,285 

11,315 

11, 085 

10.250 

9,565 

9,065 

8,825 

8,700 

8,060 

7,395 

7,330 

7,365 

7,230 

6.005 

5,895 

5,615 

5,490 

4,890 

4,365 

4,230 

4,450 

4,505 

4,665 

4,615 

4,705 

4,950 

4,755 

4,795 

4,565 

4,180 

3,815 

3,625 

3,060 

3,240 

3,355 

3,735 

3,950 

1,480 

1,480 

1,490 

1,380 


11, 467 
11,058 
10,  653 
10,  331 

10,  529 
10,993 
11,633 

11,  793 
11,336 
12,364 
11,991 

12,  476 
13,044 

13,  419 
13,  059 
13,  210 
12,  722 
12,  651 
12,723 

12,  466 

13,  270 
13,  336 
13,250 
13,  664 
13, 399 
13,  785 
13,  219 
12, 942 
12,  736 
12, 609 
12,  617 
12,  214 
11,768 

11,  619 
11,100 
11,471 

12,  535 
12,220 
12,244 
11, 104 
11, 219 
11,187 
11,141 
11,081 
10,998 
11,232 
10,  696 
10, 353 
10,  324 

9,710 

9,645 
10,350 
10,  472 
10, 018 

9,696 
10, 177 
10,807 
10,  451 
10,  549 
10,450 
10,728 
10,  339 

9,869 

9,691 
10,439 

9,977 
10. 135 

9,906 
10,268 


TRADING   IN   CORN   FUTURES  57 

Table  12. — The  aggregate  long  and  the  aggregate  short  of  69  speculative  traders, 
67  hedging  accounts,  and  15  clearing  firms,  together  with  the  total  open  commit- 
ments of  the  market,  for  all  corn  futures  combined,  by  days,  Chicago  Board  of 
Trade,  from  October  1,  1924,  to  September  30,  1928 — Continued 


Date 


Total  open 
commit- 
ments, 
all  corn 
futures 
(long  or 
short) 


Position  of- 


9  speculative  traders, 
all  com  futures  com- 
bined 


Aggregate 
long 


Aggregate 
short 


67  hedging  accounts, 
all  corn  futures  com- 
bined 


Aggregate 
long 


Aggregate 
short 


15    clearing    firms,    all 
com  futures  combined 


Aggregate 
long 


Aggregate 
short 


1928 

Aug.  4 

Aug.  6 

Aug.  7 

Aug.  8 

Aug.  9 

Aug.  10 

Aug.  11 

Aug.  13 

Aug.  14 

Aug.  15 

Aug.  16 

Aug.  17 

Aug.  18 

Aug.  20 

Aug.  21 

Aug.  22 

Aug.  23 

Aug.  24 

Aug.  25 

Aug.  27 

Aug.  28 

Aug.  29 

Aug.  30 

Aug.  31 

Sept.  1 

Sept.  4 

Sept.  5 

Sept.  6 

Sept.  7 

Sept.  8 

Sept.  10 

Sept.  11 

Sept.  12 

Sept.  13 

Sept.  14 

Sept.  15 

Sept.  17 

Sept.  18 

Sept.  19 

Sept.  20 

Sept.  21 

Sept.  22 

Sept.  24..... 
Sept.  25.... 
Sept.  26.... 
Sept.  27.... 

Sept.  28 

Sept.  29 


74,564 
77,409 
78,008 
79, 186 
79,066 
82,239 
81,064 
81,404 
82, 116 
82, 336 
80,846 
81, 714 
81, 026 
80,338 
80,990 
80,936 
81,025 
80, 115 
80,190 
79,507 
78,967 
79, 181 
78,387 
78,  531 
79, 110 
79, 184 
78,993 
78,444 
78, 930 
78, 356 
78,  525 
80, 616 
80, 189 
79,128 
79,043 
78,  993 
78,620 
76,  759 
76,620 
75, 302 
75, 470 
74,767 
74,442 
74,840 
76, 810 
75, 876 
74, 899 
68,112 


7,165 
7,270 
7,355 
7,355 
7,355 
7,505 
3,420 
3,670 
3,670 
3,670 
3,670 
3,670 
3,670 
3,670 
3,670 
4,020 
4,240 
4,490 
4,360 
4,255 
4,150 
4,480 
4,215 
4,215 
4,215 
4,215 
4,215 
4,215 
4,215 
4,215 
4,180 
4,180 
4,040 
3,840 
3,755 
3,355 
3,045 
3,035 
2,895 
2,715 
2,670 
2,960 
3,100 
2,610 
2,610 
2,610 
2,610 
2,810 


10,805 
12,050 
11,790 
12, 195 
11,480 
12,460 
11,725 
14, 130 
13,720 

13,  610 
13, 325 
12,850 
12,660 
13, 345 
13,405 
14, 575 

14,  785 
12, 870 
13,875 
14,325 
12,890 

10,  615 
11,295 
11,290 
11,265 
11, 805 

11,  455 
11, 455 
11, 010 
10, 915 
11,040 

8,880 
8,335 
7,860 
7,580 
7,495 
7,545 
7,445 
7,500 
6,050 
4,775 
4,385 
4,365 
4,225 
3,925 
3,305 
3,205 
3,305 


9,940 

10,  415 
10,995 
11, 705 
12, 375 
12,700 
12,  695 
12,  745 
12, 870 
12, 575 
12,065 
12,220 
12, 295 
12, 355 

12. 215 
12,290 
12, 310 
12, 330 
12, 315 
12, 305 
12,260 
12,230 
12,220 
12,230 
12, 246 
12, 276 
12, 276 
12, 176 
12,238 
12, 222 
12,257 
11,849 
12,  249 
12, 184 
12,228 
12,223 
12, 213 
12, 221 

12. 216 
11, 776 
11,594 
11,504 

11,  615 
11,643 
11,657 
11, 327 
11, 404 
11,419 


1,380 
1,390 
2,710 
2,885 
2,895 
3,385 
3,610 
4,090 
4,140 
4,150 
4,150 
4,135 
4,135 
4,600 
4,570 
4,100 
4,130 
4,125 
4,120 
4,500 
4,650 
4,465 
4,695 
5,020 
5,099 
4,556 
4,408 
4,415 
4,436 
4,460 
4,411 
5,268 
5,319 
5,396 
5,396 
5,387 
5,912 
5,912 
5,968 
6,027 
6,155 
6,203 
6,325 
6,387 
6,583 
6,582 
7,299 
6,911 


10,  611 
10,898 
10,  716 
11, 109 
10,  674 
11,630 
11,660 
11, 917 
11,940 
12,146 
11, 722 
11,806 
11,637 
11,403 
11,238 
11, 269 
11, 433 
10, 854 
11,092 
10, 352 
10,603 
10, 666 
10, 973 
10, 862 

10,  784 
10, 897 
10,688 
10,865 
10, 853 
11, 089 
11,258 
11,205 

11,  517 
11,002 
11,087 
11, 471 
11,400 
11, 117 
11, 393 
11, 108 
10,889 
12,268 
11,837 
12, 107 
11, 993 

12,  438 
11,983 

9,733 


10, 156 
9,915 
10,445 
10, 366 
10, 871 
10,790 
10,  484 
10, 372 
10,297 
10, 477 
10,205 
10,  471 
10,404 
10, 438 
10, 138 
10,446 
10, 705 
10, 582 
10,  714 
11,019 
11, 349 
10, 843 
10,  726 
10, 821 
10,950 
11,050 
11, 174 
11, 531 
11, 467 
11, 272 
13, 045 
13, 162 
12,331 
12,484 
12,858 
12, 914 
12,266 
12, 321 
12, 278 
12,596 
11, 861 
11,746 
11,949 
11, 977 
11,603 
11,340 
10, 461 


58      TECHNICAL  LULLETIN    199,    U.   S.   DEFP.    OF  AGRICULTURE 


II 


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62      TECHNICAL   BULLETIN    199,    U.    S.    DEPT.    OF   AGRICULTURE 


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64     TECHNICAL  BULLETIN    199,   U.   S.   DEPT.   OF  AGRICULTURE 


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66      TECHNICAL  BULLETIN    199,    IT.   S.   DEPT.   OE  AGRICULTURE 


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116329°— 30 6 


70      TECHNICAL  BULLETIN    199,   TJ.   S.   DEFT.   OF  AGRICULTURE 


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TRADING   IN  CORN  FUTURES 


71 


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JJJJj2;::2::fidj::2d?i?55;dd8^J«>iJJJJJj2d2S22^2 

72      TECHNICAL  BULLETIN    199,   tJ.   S.  DEPT.   OF  AGRICULTURE 


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TRADING   IN   COEN   FUTURES 


73 


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74     TECHNICAL  BULLETIN:    199,   U.   S.   DEPT.    OF  AGRICULTURE 


a 


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TRADING   IN   CORN  FUTURES 


75 


I  !  I  1  1  !  !  1  I  !  !  !  I  I  I  !  Ill   I   ;  j  1  I  1  ;  !  !   1 

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+1,200 
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76  TECHNICAL  BULLETIN  199,  tJ.  S.  DEFT.  OF  AGRICULTURE 


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TEADING   IN   CORN  FtTTURES 


77 


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78     TECHNICAL  BtJLLETIN    199,   U.   S.   DEPT.   OF  AGRICULTUEE 


•2° 


QO>0»000»0>OOOOOOOOOQOQQ«0 
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TEADING  IN  CORN  FtjTtlEES 


79 


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80     TECHNICAL  BULLETIN    109,   U.   S.   DEFT.   OF  AGRICULTURE 


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:  :  :  1  :  1  1  :  1  1  1  1  1  ■  1  1  1  i  1  1  1  :  :  1  1  1  1  1  •  i  •  1  '  •  '  J  j  [  '  •  •  J i  i  i  :  : 

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mmmmtimmmimimiiiiMMimiiMm 

ORGANIZATION  OF  THE  UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WHEN  THIS  PUBLICATION  WAS  LAST  PRINTED 


Secretary  of  Agriculture Arthur  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension  Work C.  W.  Warburton. 

Director  of  Personnel  and  Business  Adminis-  W.  W.  Stockberger. 
tration. 

Director  of  Information M.  S.  Eisenhower. 

Solicitor E.  L.  Marshall. 

Weather  Bureau Charles  D.  Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dairy  Industry O.E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L,  Marlatt,  C/ize/. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  Chief. 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief. 

Plant  Quarantine  and  Control  Administration  Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Food,  Drug,  and  Insecticide  Administration.  Walter  G.  Campbell,  Director  of 

Regulatory   Work,   in   Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Barnett,  Librarian. 

This  bulletin  is  a  contribution  from 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

82 


U.  S.  GOVERNMENT  PRINTING   OFFICE:  1930 


Technical  Bulletin  No.  198    K^y^SS^^/^^^W/  July.  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON.  D.  C. 


RELATIVE  INSECTICIDAL  VALUE 

OF  COMMERCIAL  GRADES 

OF  PYRETHRUM 

By  C.  C.  McDonnell,  Principal  Chemist  in  Charge,  W.  S.  Abbott,  Senior  EntO' 
mologist,  W.  M.  Davidson,  Associate  Entomologist,  Insecticide  Control,  G.  L. 
Keenan,  Microanalyst,  Microanalytical  Laboratory,  Food,  Drug,  and  Insecticide 
Administration,^  and  O.  A.  Nelson,  Chemist,  Chemical  and  Technological 
Research,  Bureau  of  Chemistry  and  Soils 


CONTENTS 

Page 

Results  of  previous  experiments ---. - 1 

Tests  of  powders  against  insects 2 

Materials  tested .-. 2 

Tests  of  effectiveness. -. _  4 

Conclusions .- .—  8 

Literature  cited -  9 


RESULTS  OF  PREVIOUS  EXPERIMENTS 

It  has  been  the  generally  accepted  opinion,  particularly  in  the 
trade,  that  the  effectiveness  of  insect  powder  (pyre thrum)  varies 
greatly,  depending  on  the  maturity  of  the  flowers^  from  which  it 
was  made.  Powder  made  froiji  flowers  known  in  the  trade  as  ''closed '' 
has  been  considered  the  most  effective,  that  from  ''open"  flowers 
the  least  effective,  and  that  from  "half-closed"  or  mixed  flowers  of 
intermediate  effectiveness.  The  closed  flowers,  and  the  powder  made 
from  them,  therefore,  have  always  commanded  the  highest  price. 
This  opinion  does  not  seem  to  have  been  based  on  any  experimental 
data,  and  how  it  originated  is  not  clear.  McDonnell,  Roark,  and 
Keenan,  in  their  work  on  Chrysanthemum  cinerariaefolium  (5),^ 
showed  that  the  greatest  activity  (against  roaches)  is  in  the  fruit 
(achenes).'^  As  much  of  the  fruit  from  very  mature  flowers  may  be 
lost  during  curing  and  handling,  the  effectiveness  of  powder  made 
from  such  flowers  would  be  materially  reduced,  a  fact  which  may 
account  for  the  observation  that  commercial  open  flowers  may  be 
low  in  effectiveness. 

Investigations  by  several  European  workers  at  about  the  same 
time,  reported  by  Juillet,  d'Everlange,  and  Ancelin  (5),  showed  that 
the  generally  accepted  view  on  the  distinction  between  the  effective- 
ness of  powders  of  various  commercial  grades  does  not  merit  the 
credence  accorded  it. 

1  The  writers  are  indebted  to  L.  J.  Bottimer,  Wallace  Colman,  and  Q.  D.  Reynolds  for  assistance  in 
conducting  the  field  tests  reported  in  this  bulletin. 

» The  word  "flower"  as  used  in  this  bulletin  refers  to  the  flower  head  composed  of  disk  and  ray  florets. 

» Italic  numbers  in  parentheses  refer  to  "  Literature  cited,"  p.  9. 

*  Achene,  botanically,  is  a  small  dry,  indehiscent,  1-seeded  carpel  with  a  leathery  pericarp,  and  popularly 
known  as  the  seed. 

114415°— 30 


Z        TECHNICAL   BULLETIN    198,    U.    S.    DEPT.    OF   AGRICULTURE 

Fryer,  Tattersfield,  and  Gimingham  (i,  "p.  44-5),  in  a  report  on  the 
results  of  their  work  with  alcoholic  extracts  of  pyrothrum  flowers 
grown  in  England  from  seed  obtained  from  various  sources,  state 
that  ^'the  toxicities  of  extracts  of  equal  weights  of  pyrethrum  flowers 
tested  at  different  stages  of  development  differed  very  Httle/'  These 
investigators  point  out  further  that  harvesting  the  crop  in  the  closed 
stage  causes  a  loss  in  actual  yield  of  flowers  per  unit  area  of  nearly 
60  per  cent,  as  compared  with  the  yield  when  the  crop  is  taken  with 
the  flowers  fully  open. 

It  has  also  been  frequently  stated  that  powder  made  from  flowers 
grown  in  Japan  is  less  effective  than  that  from  flowers  from  Dalmatia. 

TESTS  OF  POWDERS  AGAINST  INSECTS 

To  obtain  more  definite  information  on  these  questions,  pyrethrum 
flowers  grown  in  Europe,  representing  the  three  commercial  grades 
(closed,  half-closed,  and  open),  and  flowers  from  Japan,  bought  on 
the  open  market,  were  ground  into  powder  and  tested  against  aphids. 
All  of  the  flowers  used  were  Chrysanthemum  cinerariaefolium.  The 
tests  were  started  in  1926  and  were  conducted  at  intervals  over  a  period 
of  two  years. 

MATERIALS  TESTED 

The  following  conmiercial  grades  of  flowers  were  used:  Japanese 
flowers  (samples  4  and  14);  closed  Dalmatian  flowers  (samples  5, 
15,  and  16);  open  Dalmatian  flowers  (samples  6,  10,  13,  and  20); 
and  half-open  Dalmatian  flowers  (sample  7).  All  the  samples  were 
of  the  crop  of  1926,  except  samples  5  and  7,  which  were  of  the  crop 
of  1925,  and  samples  6  and  20,  the  crop  year  of  which  could  not  be 
determined. 

Each  lot  of  flowers  was  examined  microscopically.  Representative 
samples  of  Dalmatian  flowers,  consisting  of  about  50  grams  from  each 
bale,  were  separated  into  their  different  flower  components.    (Table  1 .) 

No  attempt  was  made  to  separate  the  Japanese  flowers  into  their 
principal  parts,  as  they  had  been  baled  under  hydraulic  pressure  and 
the  various  components  were  so  broken  that  accurate  separation  was 
impossible. 


Table  1. — Microscopical  separation 

of  pyrethrum  flowers 

Sam- 

Grade 

Achenes 

Disk 
florets 

Ray 
florets 

Recep- 
tacles 

Miscel- 
laneous 1 

5 

Closed  Dalmatian                   . 

Per  cent 
13.0 
6.9 
6.5 
57.1 
47.9 
51.4 
47.4 
34.7 

Per  cent 
34.0 
44.4 
43.2 
5.5 
18.8 
14.0 
13.4 
23.1 

Per  cent 
24.8 
19.9 
21.0 
13.0 
16.0 
14.8 
19.8 
19.9 

Per  cent 
24.0 
28.0 
28.0 
18.0 
16.4 
18.3 
18.3 
22.0 

Per  cent 
4.2 

15 

do                     

.8 

16 
8 

do... — 

Open  Dalmatian                                    - 

L3 
6.4 

10 
20 

do.- 

do 

.9 
L5 

13 

7 

do.-_ 

Half-open  Dalmatian              _  - - 

LI 
.3 

Small  pieces  of  stems,  bracts,  etc. 


As  would  be  expected,  the  closed  flowers  have  a  higher  proportion 
of  disk  and  ray  florets  than  the  other  grades,  and  the  open  flowers 
have  a  very  much  higher  porportion  of  achenes  (fruit),  the  half -open 
flowers  occupying  an  intermediate  position^ 


RELATIVE  INSECTICIDAL  VALUE  OF  PYRETHRUM        6 

The  flowers  were  powdered  by  running  them  two  or  three  times 
through  a  mill  of  the  impact  type,  when  all  but  5  to  7  per  cent  would 
pass  an  80-mesh  sieve.  That  portion  remaining  on  the  sieve  was 
further  pulverized  in  a  ball  mill  to  pass  a  70-mesh  sieve. 


CHEMICAL    COMPOSITION 


Chemical  analyses  of  the  powders  were  made.     The  results  are 
given  in  Table  2. 

Table  2. — Chemical  examination  of  pyrethrum  flowers 


Sam- 

Grade 

Moisture 

Total 
ash 

Acid- 
insoluble 
ash 

Ether 
extract 

Nitrogen 

5 

Closed  Dalmatian __ 

Per  cent 
6.32 

7.67 
6.43 
6.38 
5.97 
6.40 
6.70 
6.61 
6.25 
6.59 

Per  cent 
7.20 
6.87 
6.54 
7.09 
7.09 
6.63 
6.70 
7.83 
7.49 
7.17 

Per  cent 
0.16 
.15 
.12 
.18 
.26 
.14 
.15 
.18 
.35 
.22 

Per  cent 
6.12 
6.05 
7.03 
6.94 
6.96 
7.07 
7.06 
6.10 
6.94 
6.25 

Per  cent 
1.55 

15 

do                     .... 

1.76 

16 

do.-- 

L82 

6 

Open  Dalmatian 

L46 

10 

do 

1.60 

20 

do     

L65 

13 

do    -- 

1.64 

7 

Half-open  Dalmatian. 

1.56 

4 

Japanese 

1.68 

14 

do    -    — 

1.79 

The  chemical  results  show  no  striking  differences  between  the 
flowers  of  the  various  types.  On  the  basis  of  the  averages  for  the 
different  grades,  the  ash  is  a  little  higher  in  the  Japanese  than  in  the 
other  grades,  and  the  ether  extract  is  sUghtly  higher  and  the  nitrogen 
the  lowest  in  the  open  flowers. 


ACTIVE    CONSTITUENTS 


The  determination  of  the  active  constituent  of  insect  flowers  baffled 
the  skill  of  the  most  careful  investigators  for  many  years.  Finally, 
two  Swiss  chemists,  Staudinger  and  Ruzicka  (7),  isolated  and  deter- 
mined the  chemical  structure  of  two  toxic  constituents,  to  which  they 
gave  the  names  Pyrethrin  I  and  Pyrethrin  II,  and  published  methods 
for  their  quantitative  determination.  They  state  that  these  con- 
stituents are  present  in  the  flowers  to  the  extent  of  only  from  0.2  to 
0.3  per  cent  and  that  they  consist  of  approximately  40  per  cent  of 
Pyrethrin  I  and  60  per  cent  of  Pyrethrin  II.  No  results  showing  the 
distribution  of  these  compounds  in  the  various  flower  parts  are 
reported,  however.  In  a  later  article,  Staudinger  and  Harder  (6) 
state  that  the  content  of  the  active  principles  may  in  favorable  cases 
be  0.6  per  cent.  They  state  also  that  no  great  difference  was  found 
between  open,  half-open,  and  closed  flowers. 

Tattersfield,  Hobson,  and  Gimingham  (5,  p.  296)  report  results  on 
flowers  obtained  from  different  sources  ranging  from  0.6  to  1.2  per 
cent  total  pyrethrins,  made  up  of  approximately  equal  quantities  of 
Pyrethrin  I  and  Pyrethrin  II  (determined  by  the  acid  method). 
Tested  in  alcoholic  solution  against  Aphis  rumicis  Linn^,  Pyrethrin  I 
was  found  to  be  "  about  ten  times  as  toxic  to  these  insects  as  Pyrethrin 
II."  The  data  available  were  insufficient  *'to  show  a  significant 
correlation  between  the  size  of  flower  heads  and  the  content  of 
poison." 


4        TECHNICAL  BULLETIN    198,    U.    S.    DEPT.    OF  AGRICULTTJKE 

Gnadinger  and  Corl  (2)  developed  a  method  for  the  determination 
of  the  active  constituents  of  pyre  thrum  based  on  their  action  in 
reducing  alkaUne  copper  solution,  similar  to  the  action  of  the  reduc- 
ing sugars.  The  method  does  not  differentiate  between  Pyrethrin  I 
and  Pyrethrin  II.  These  investigators  found  total  pyrethrins  from 
0.40  to  1.21  per  cent  in  the  samples  of  pyrethrum  flowers  and  powders 
which  they  tested  by  this  method.  The  pure  pyrethrins  were  found 
to  be  extremely  toxic  to  cockroaches,  Pyrethrin  I  being  slightly  more 
toxic  than  Pyrethrin  II. 

The  active  constituents  in  the  powders  used  in  the  tests  here 
described  were  determined  by  three  methods:  (1)  The  acid  method 
of  Staudinger  and  Harder  (6),  (2)  the  modification  of  this  method 
by  Tattersfield,  Hobson,  and  Gimingham  {8),  and  (3)  the  method  of 
Gnadinger  and  Corl  {2). 


Table  3. 


-Active  principles  in  pyrethrum  powder  $  determined  by  three  different 
methods 


Sam- 
ple 

Grade 

Method  of  Staudinger  and 
Harder 

Method  of  Tattersfield, 
Hobson,  and  Qimingham 

Method 
of  Gnad- 
inger and 
Cori> 

No. 

Pyrethrin 

Pyrethrin 
II 

Total 

Pyrethrin 

1                   j 
Pyrethrin     ^otal    |  etSSs 
^I                          I  and  II 

6 

15 
16 

Closed  Dalmatian 

do 

do 

Average 

Percent 
0.41 

.47 
.36 

Per  cent 

0.44 

.42 

.41 

Per  cent 

0.85 

.89 

.77 

Per  cent 

0.11 

.13 

.07 

Per  cent 

0.44 

.42 

.41 

Per  cent 
0.55 

.55 
.48 

Per  cent 
0.40 
.41 
.39 

.41 

.42 

.84 

.10 

.42 

.53 

.40 

Open  Dalmatian 

do 

6 
10 

.54 
.42 
.38 
.24 

.63 
.56 
.33 

.48 

1.07 
.98 
.71 
.72 

.19 
.09 
.08 
.05 

.53 
.66 
.33 
.48 

.72  i              .69 
.65  1              .39 

13 
20 

do 

do 

Average 

.41  i             .43 
.53                .40 

.40 

.48 

.87 

.10 

.48 

.58                .45 

Half-open  Dalmatian — 
Jananfisp. 

7 

4 

.36 

.46 

.82 

.11 
.08 
.18 

.46 
.59 
.80 

.57 
.67 
.98 

.38 
.71 

14 

do 

.68 

.80 

1.48 

.62 

1  The  determinations  reported  by  this  method  are  by  Gnadinger  and  Corl  and  it  is  through  their  courtesy 
that  these  results  are  published. 

From  the  variations  shown  on  the  same  samples  by  the  different 
methods  it  is  evident  that  the  methods  are  not  all  that  might  be 
desired.  The  averages  of  the  results  by  the  different  methods  are  in 
the  same  order  for  the  different  grades  of  flowers  however — the  closed 
Dalmatian  flowers  being  the  lowest  in  total  pyrethrins,  the  open  Dal- 
matian flowers  very  slightly  higher,  and  the  Japanese  flowers  the 
highest,  although  the  number  of  samples  involved  is  too  small  to 
serve  as  a  basis  for  drawing  definite  conclusions.  As  great  differences 
are  shown  between  samples  of  the  same  grade  as  between  those  of 
different  grades. 

TESTS  OF  EFFECTIVENESS 

As  the  undiluted  powders  used  as  dusts  under  the  conditions  that 
prevailed  in  these  tests  would  have  given  practically  a  100  per  cent 
mortality,  it  was  necessary  to  run  a  number  of  preliminary  experi- 
ments with  mixtures  containing  various  percentages  of  the  powdered 


KELATIVE    INSECTICIDAL   VALUE   OF   PYBETHKTTM  O 

flowers  in  order  to  obtain  a  mixture  that  would  give  a  kill  of  between 
25  and  75  per  cent.  Figures  in  this  range  are  much  more  reliable 
statistically  than  those  of  either  extreme.  Mixtures  of  20  per  cent 
pyrethrum  and  80  per  cent  wheat  flour  (by  weight)  generally  fell 
within  this  range,  and  preparations  made  by  this  formula  were  used 
in  all  of  the  tests  here  considered. 

For  each  test,  15  small  potted  cabbage  plants  infested  with  aphids 
{Myzus  persicae  Sulz.)  were  used.  The  number  of  aphids  per  plant 
varied  from  75  to  300.  The  aphids  on  each  plant  were  counted,  and 
the  individual  plants  were  then  carefully  and  thoroughly  dusted  and 
placed  in  the  greenhouse.  A  paper  collar  was  fixed  around  the  stem 
of  each  plant  to  catch  the  aphids  that  dropped  off,  and  an  untreated- 
leaf  was  placed  at  the  base  of  the  stem  on  which  any  aphids  that  were 
knocked  off  but  not  killed  could  take  refuge.  Although  observations 
indicated  that  practically  all  of  the  aphids  affected  fell  from  the 
plants  within  an  hour,  the  final  observations  were  not  made  until 
about  24  hours  after  treatment.  The  number  of  living  aphids  on  the 
plant  and  on  the  leaf  was  then  counted,  and  the  percentage  of  dead 
on  each  plant  was  calculated. 

Most  of  the  aphids  affected  fell  from  the  plants  within  an  hour 
after  the  application.  Many  of  these  did  not  move  again,  except  to 
flex  their  appendages,  but  others  crawled  about  in  an  apparently 
dazed  condition.  A  few,  seemingly  unhurt,  were  able  to  settle  and 
feed,  often  finding  their  way  to  the  leaf  at  the  base  of  the  plant. 
The  aphids  included  under  the  term  ^'dead'^  were  those  that  dropped 
oft'  the  plants  and  failed  to  settle  on  the  leaves  at  the  base  of  the 
cabbage  plants. 

At  least  five  experiments,  covering  not  less  than  75  plants,  were 
made  with  each  material.  The  mean  dead  and  its  probable  error 
were  computed  on  the  basis  of  the  percentage  of  dead  from  each 
plant  considered  as  a  unit,  and  of  the  total  number  of  aphids  on  all 
the  plants.     For  computing  the  probable  error  of  the  mean,  the 

n(n-l) 
the  efl&ciency  of  the  sample  in  question 


formula  0.6745-W    Z^  ^^  was  used.     This  was  taken  as  a  measure  of 


EXTERNAL    FACTORS 

Study  of  a  representative  series  of  these  tests  showed  that  the  ratio 
of  eft'ectiveness  between  two  mixtures  remained  nearly  constant  in 
parallel  tests.  It  was  soon  noted,  however,  that  the  efficiency  of  a 
given  sample  varied  greatly  from  day  to  day,  owing  probably  to  the 
effect  of  external  factors,  such  as  light,  humidity,  and  temperature. 
As  it  was  impossible  to  control  these  factors,  it  was  necessary  to  test 
on  the  same  day  and  at  the  same  time  the  mixtures  that  were  to  be 
directly  compared.  In  this  way  the  effect  of  the  external  factors 
would  be  the  same  on  each  sample  and  the  results  would  be  com- 
parable, the  pyrethrum  dust  used  being  the  only  variable  factor. 

In  order  to  obtain  some  measure  of  the  effect  of  humidity  and  tem- 
perature, 43  tests  were  selected  and  correlation  coefficients  computed. 
The  correlation  coefficient  for  the  percentage  dead  and  humidity  was 
0.56  ±0.07.  That  for  the  percentage  dead  and  temperature  was 
0.23  ±0.10.  These  correlation  coefficients  indicate  that  the  relative 
humidity  is  much  more  important  than  the  temperature. 


6        TECHNICAL   BULLETIN    198,    U,   S.   DEPT.   OF  AGRICULTURE 

Under  the  conditions  that  prevailed  it  was  not  feasible  to  measure 
and  accurately  evaluate  the  effect  of  light,  but  the  indications  are 
that  this  factor  is  at  least  as  important  as  the  humidity.  This  phase 
of  the  problem  is  being  investigated. 

FLOWERS    OF    DIFFERENT    GRADES 

One  sample  of  half-closed  Dalmatian  flowers,  two  samples  of  open 
Dalmatian  flowers,  three  samples  of  closed  Dalmatian  flowers,  and 
two  samples  of  Japanese  flowers  were  tested,  75  plants  being  used  in 
each  test.     The  results  are  shown  in  Table  4. 

Table  4. — Effectiveness  of  pyrethrum  of  different  commercial  grades  against  Myzus 

persicae 


Experiment 
No. 


Sample  No.  and  grade  of  pyrethrum 


Aphids 


Dead 
(mean) 


Difference 
error 


fNo.  4,  Japanese.. 
\No.  14,  Japanese. 


fNo.  6,  open  Dalmatian.. 
\No.  5,  closed  Dalmatian. 


fNo.  6,  open  Dalmatian.. 
\.No.  10,  open  Dalmatian. 


fNo.  16,  closed  Dalmatian. 
\No.  5,  closed  Dalmatian.. 


fNo.  6,  open  Dalmatian... 
\No.  16,  closed  Dalmatian. 


fNo.  16,  closed  Dalmatian. 
\No.  10,  open  Dalmatian.. 


fNo.  5,  closed  Dalmatian. 
\No.  10,  open  Dalmatian. 


fNo.  15,  closed  Dalmatian 

\No.  7,  half-closed  Dalmatian. 


fNo.  4,  Japanese 

\No.  15,  closed  Dalmatian. 


fNo.  14,  Japanese 

\No.  7,  half-closed  Dalmatian. 


fNo.  4,  Japanese 

\No.  7,  half-closed  Dalmatian. 


fNo.  15,  closed  Dalmatian. 
\No.  14,  Japanese 


Number 
5,584 
5,424 


5,888 
5,796 


6,888 
6,921 


6,371 
6,796 


6,888 
6,371 


6,371 
6,921 


6,796 
6,921 


6,004 
6,347 


6,584 
6,004 


6,425 
6,347 


5,584 
6,347 


6,004 
6,425 


Per  cent 
70. 1±1.8 
65. 6dz2. 0 


14.  5±2. 7 


69. 4±1.  2 
58.  Od=l.  4 


IL  4±1.  8 


69. 4±1.  2 
44. 6±1. 4 


24. 8±1. 8 


64.  5±1.  2 
68.  Oil.  4 


6. 5±1. 8 


69. 4±1.  2 
64. 5dzL  2 


4. 9dzl.  7 


64.  5±1.  2 
44. 6±1. 4 


19. 9±1. 8 


58.  Oil.  4 
44. 8±1. 4 


13.  2±2. 0 


69.  Idzl.  8 
50.  5±2. 0 


8.  6±2. 7 


70. 1±1. 8 
59. 1±1. 8 


11. 0±2. 5 


55.  6±2. 0 
50.  5±2. 0 


5.  I=b2. 8 


70. 1±1. 8 
50.  6±2. 0 


19.  6±2.  7 


59.  Izhl.  8 
55.  6db2. 0 


3. 5±2.  7 


6.4 


8.8 


18.S 


1.6 


1» 


U.1 


6.6 


S.2 


4.4 


LS 


7.S 


LS 


A  significant  difference  in  efficiency  was  found  in  experiments  1,  2, 
3,  6,  7,  9,  and  11.     The  results  in  experiments  10  and  12  do  not  show 


RELATIVE    INSECTICIDAL   VALUE    OF   PYRETHRTJM 


a  significant  difference.  In  experiments  4,  5,  and  8  the  differences 
are  probably  significant,  although  the  ratio  of  difference  to  error  is 
not  great  enough  to  establish  this  with  certainty. 

The  greatest  difference  was  24.8  per  cent,  between  two  samples  of 
open  flowers  (experiment  3).  In  two  cases  (experiments  2  and  5) 
open  flowers  were  superior  to  closed  flowers,  but  this  is  reversed  in 
experiments  6  and  7,  in  which  samples  of  closed  flowers  were  the  more 
effective.  The  open  flowers  used  in  experiments  6  and  7  were  the 
least  effective  of  any  of  the  samples  tested.  There  was  a  significant 
difference  between  two  samples  of  the  same  commercial  grade  in 
experiments  1  and  3,  and  probably  in  experiment  4,  and  in  four  cases 
this  was  greater  than  the  difference  between  two  samples  of  different 
grades. 

These  results  show  that  the  commercial  grading  does  not  furnish 
an  accurate  criterion  of  the  efl'ectiveness  of  the  pyrethrum  and  that 
individual  samples  in  one  grade  may  vary  more  widely  than  samples 
from  different  grades. 

FLOWER  PARTS 

An  attempt  was  made  to  ascertain  which  portion  of  the  pyrethrum 
flower  contains  the  greatest  amount  of  the  insecticidal  principle. 
For  this  purpose  a  part  of  sample  13,  open  Dalmatian  flowers,  was 
separated  into  nearly  pure  samples  of  achenes,  disk  florets,  and 
receptacles.  (The  quantity  of  ray  florets  was  too  small  for  the 
tests.)  These  were  ground,  sifted,  and  tested  in  the  same  manner  as 
the  other  samples.  The  chemical  analyses  of  these  powders  are 
given  in  Table  5,  and  the  results  of  tests  on  aphids  in  Table  6.  One 
hundred  and  five  plants  were  used  in  each  test. 

Table  5. — Chemical  examination  of  flower  parts  ^  of  sample  ISj  open  Dalmatian 

flowers 


Part  of  flower 

Moisture 

Total 
ash 

Acid- 
insoluble 
ash 

Ether 
extract 

Nitrogen 

Achenes 

Per  cent 
6.11 
8.41 

7.87 

Per  cent 
5.07 
6.81 
7.37 

Per  cent 

0.17 

.19 

.26 

Per  cent 
6.65 
5.45 
3.65 

Per  cent 
1.51 

Disk  florets. 

L49 

Receptacles 

L18 

1  Not  enough  material  was  available  for  the  determination  of  the  pyrethrins. 

Table  6. — Results  of  tests  against  Myzus  persicae  with  the  achenes,  disk  florets,  and 
receptacles  from  pyrethrum  flower  heads j  sample  13,  open  Dalmatian  flowers 


Part  of  flower 

Aphids 

Dead 
(mean) 

Difference 
error 

Number 
8,714 
8,902 

8,714 
8,250 

8,902 
8,250 

Per  cent 
67. 4±1. 1 
50. 3±1. 3 

Disk  florets 

17. 1±1.  7 

10.1 

Achenes _                          _       

67. 4d=l.  1 
29. 3=bl.  3 

Receptacles _ 

38.  Izhl.  7 

22.4 

Disk  florets                                .  _                               .         . 

60.3±1.3 
29. 3±1. 3 

Receptacles « « 

21.  Oil.  8 

11.7 

8        TECHNICAL  BULLETIN    198,    TJ.    8.   DEPT.    OF  AGRICXJLTUKB 

The  results  in  Table  6  show  that  the  seeds  are  the  most  effective, 
the  disk  florets  next,  and  the  receptacles  the  least  effective  and  that 
the  differences  are  in  every  case  significant.  These  results  agree  with 
those  previously  reported  (5),  which  showed  that  the  relative  effec- 
tiveness against  roaches  (time  required  to  kill)  of  the  flower  parts, 
beginning  with  the  most  efficient,  are  as  follows:  Fruit  (achenes) 
disk  florets,  receptacles,  ray  florets,  and  involucre. 

As  the  achenes  are  the  most  effective  portion  of  the  flower,  it  would 
seem  that  the  more  mature  flower  would  have  the  greatest  insecti- 
cidal  value,  although  this  is  contrary  to  the  general  opinion  of  the 
pyrethrum  trade,  which  considers  the  closed  flower  superior  to  the 
open  flower.  An  explanation  of  this  may  lie  in  the  fact  that  in  the 
open  or  mature  flower  the  achenes  are  shed  rather  readily  and  may 
often  be  lost  during  curing  or  sift  out  of  the  bales,  so  that  the  material 
when  ground  consists  largely  of  receptacles,  which  the  tests  show  are 
much  less  effective.  Examination  of  commercial  samples  of  open 
flower  collected  at  the  ports  of  entry  frequently  shows  that  a  large 
proportion  of  the  achenes  has  been  lost. 

The  foregoing  tests  were  made  with  20  per  cent  pyrethrum  and 
should  not  be  considered  as  indicating  the  actual  effectiveness  of  these 
pyrethrums,  as  all  of  them  no  doubt  would  be  effective  against  the 
insects  ordinarily  controlled  by  pyrethrum  if  used  undiluted. 

CONCLUSIONS 

On  the  basis  of  the  experiments  and  tests  here  reported,  neither 
the  commercial  grade  of  pyrethrum  flowers  nor  the  locality  in  which 
the  plants  were  grown  can  be  accepted  as  giving  an  accurate  criterion 
of  the  effectiveness  of  the  product  against  insects.  These  experi- 
ments also  show  that  there  may  be  a  greater  difference  in  efficiency 
between  two  samples  of  the  same  commercial  grade  than  between  two 
samples  of  different  commercial  grades.  This  difference  in  effective- 
ness may  be  due  to,  or  influenced  by,  one  or  more  of  the  following 
factors:  (1)  Pyrethrums  of  different  varieties,  or  grown  under  differ- 
ent climatic  and  soil  conditions,  may  contain  different  amounts  of 
the  active  constituents  (i),  (4),  and  (2)  conditions  existing  at  the  time 
of  harvesting  and  the  method  of  curing  the  flowers  as  well  as  the  con- 
ditions encountered  in  shipping  and  storing  them  probably  have  an 
influence  on  their  effectiveness.  It  is  impossible  under  commercial 
conditions  to  harvest  the  product  when  all  flowers  are  in  exactly  the 
the  same  stage  of  growth.  Furthermore,  open  (mature)  flowers  are 
Hkely  to  have  lost  a  certain  proportion  of  the  achenes,  which  are 
the  most  effective  portion  of  the  flowers. 

Tests  with  the  powdered  achenes  showed  them  to  be  significantly 
more  effective  than  the  disk  florets  and  the  disk  florets  more  effective 
than  the  receptacles.  In  view  of  this,  and  the  further  fact  that  the 
greatest  yield  is  secured  when  the  achenes  have  reached  maturity, 
it  would  appear  that  the  most  economical  time  to  harvest  the  flowers 
would  be  when  fully  ripened,  provided  the  crop  can  be  handled  so  as 
to  avoid  loss  of  the  achenes. 


¥ 


EELATIVE    INSECTICIDAL   VALUE    OF    PYKETHRUM  9 

LITERATURE  CITED 

(1)  Fryer,  J.  C.  F.,  Tattersfield,  F.,  and  Gimingham,  C.  T. 

1928.  ENGLISH-GROWN    PYRETHRUM    AS    AN    INSECTICIDE.       I.    Ann.    Appl. 

Biol.  15:  423-445. 

(2)  Gnadinger,  C.  B.,  and  Corl,  C.  S. 

1929.  STUDIES    on    PYRETHRUM  FLOWERS.       I.    THE    QUANTITATIVE  DETER- 

MINATION OF  THE  ACTIVE  PRINCIPLES.     JouF.  Amer.  Chem.  See. 
51:  3054-3064. 

(3)  JuiLLET,  A.  d'Everlange,  M.,  and  Ancelin,  M. 

1924.  LE  PYR]fcTHRE  INSECTICIDE  DE  DALMATIE.  ORIGINS,  CULTURE, 
PRINCIPES  ACTIFS,   APPLICATIONS  A  l' AGRICULTURE.       Min.   Com. 

et  Indus.,  Off.  Natl.  Mati^res  V6g.  [France],  Not.  16,  236  p., 
illus. 

(4)  Kazanetski,  N. 

1928.  LES    ENNEMIS    DU    CHRYSANTH^ME     (pYRIjTHRE)     DE    DALMATIE    EN 

RAPPORT    AVEC    LA    DEGENERATION    DE    LA    PLANTE.       Rev.    Appl. 

Ent.  (A)  16  (pt.  5):  216. 

(5)  McDonnell,  C.  C.,  Roark,  R.  C.,  and  Keenan,  G.  L. 

1920.  INSECT  POWDER.  U.  S.  Dept.  Agr.  Bui.  824, 100  p.,  illus.  (Revised, 
1926.) 

(6)  Staudinger,  H.,  and  Harder,  H. 

1927.    INSEKTENTOTENDE      STOFFE.      12.       MITTEILUNG.       tJBER       DIE        GE- 

haltsbestimmung    des    insektenpulvers.     Ann.    Acad.    Sci. 
Fennicae  v.  29,  no.  18,  14  p. 

(7)  and  Ruzicka,  L. 

1924.  INSEKTENTOTENDE  STOFFE.  I.  UBER  ISOLIERUNQ  AND  KONSTITO- 
TION  DES  WIRKSAMEN  TEILES  DES  DALMATINISCHEN  INSEKTEN- 
PULVERS.    Helvetica  Chim.  Acta  7:  177-201. 

(8)  Tattersfield,  F.,  Hobson,  R.  P.,  and  Gimingham,  C.  T. 

1929.  PYRETHRINS  I  AND  II.       THEIR  INSECTICIDAL  VALUE  AND  ESTIMATION 

IN     PYRETHRUM     (CHRYSANTHEMUM    CINERARIAEFOLIUM)  .       JOUT. 

Agr.  Sci.  19  (pt.  2):  266-296,  illus. 


ORGANIZATION   OF  THE 
UNITED   STATES   DEPARTMENT   OF  AGRICULTURE 

Jane  16,  1930 


Secretary  of  Agriculture Arthur  M.  Hydb. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension  Work C.  W.  Warburton. 

Director  of  Personnel  and  Business  Adminis-     W.  W.  Stockbergeb. 

tration.  ^ 

Director  of  Information M.S.  Eisenhower. 

Solicitor E.  L.  Marshall. 

Weather  Bureau Charles  F.  Marvin,  Chief, 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dairy  Industry O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  C/w'e/. 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  C/iie/. 

Plant  Quarantine  and  Control  Administra-     Lee  A.  Strong,  Chief, 

tion. 

Grain  Futures  Administration J.  W.  T.  Duval,  Chief. 

Food,  Drug,  and  Insecticide  Administration..  Walter  G.  Campbell,  Director  of 

Regulatory  Work,  in  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Barnett,  Librarian. 


This  bulletin  is  a  joint  contribution  from 

Food,  Drug,  and  Insecticide  Administration-  W.  G.  Campbell,  Director  of  Regu- 
latory Work,  in  Charge. 
Insecticide  Control C.C.  McDonnell,  Principal  Chem- 
ist, in  Charge. 

Microanalytical  Laboratory B.    J.    Howard,    Principal   Micro- 

scopist,  in  Charge. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief, 

Chemical  and  Technological  Research C.  A.  Browne,  Chief, 

10 


S.  GOVERNMENT  PRINTING  OFFICE:  1930 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  O. Price  6  cents 


Technical  Bulletin  No.  197 


October,  1930 


MILLING 

AND  BAKING  QUALITIES 

OF  WORLD  WHEATS 


BY 

D.  A.  COLEMAN 

Senior  Marketing  Specialist,  Grain  Division   . 

OWEN  L.  DAWSON 
Senior  Agricultural  Economist,  Division  of  Statistical  and  Historical  Research 

ALFRED  CHRISTIE 

Assistant  Marketing  Economist,  Grain  Division 

H.  B.  DIXON 

Assistant  Chemist 

H.  C.  FELLOWS 

Assistant  Marketing  Economist 

J.  F.  HAYES 

Senior  Laboratory  Aid 

ELWOOD  HOFFECKER 

Senior  Laboratory  Aid 

J.  H.  SHOLLENBERGER 

Formerly  Marketing  Economist 
and 

W.  K.  MARSHALL 
Formerly  Assistant  Marketing  Economist,  Bureau  of  Agricultural  Economics 


United  States  Department  of  Agriculture,  Washington,  D.  C. 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  d 


Price  35  cents 


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Technical  Bulletin  No.  197 


October,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


MILLING   AND    BAKING   QUALITIES    OF 
WORLD   WHEATS 

By  D.  A.  Coleman,  Senior  Marketing  Specialist,  Gram  Division;  Owen  L.  Daw- 
son, Senior  Agricultural  Economist,  Division  of  Statistical  and  Historical  Research; 
Alfred  CnmsTiii,  Assistant  Marketing  Economist,  Grain  Division;  H.  B.  Dixon, 
Assistant  Chemist;  H.  C.  Fellows,  Assistant  Marketing  Economist;  J.  F.  Hayes, 
Senior  Laboratory  Aid;  Elwood  Hoffecker,  Senior  Laboratory  Aid;  J.  H. 
Shollenberger,  formerly  Marketing  Economist;  and  W.  K.  Marshall, 
formerly  Assistant  Marketing  Economist,  Bureau  of  Agricultural  Economics  ^ 


CONTENTS 


Page 

Introduction 1 

Source  of  samples. 6 

Factors  determining  the  milling  and  baking 

quality  of  wheat 9 

Methods  of  analysis  used 11 

Grain  grading  methods 11 

Chemical  methods . 12 

Milling  methods 12 

Baking  method 16 

Method  of  presentation  of  data 19 

Milling  and  baking  qualities  of  North  Amer- 
ican wheats: 

Canada.. 20 

Mexico 43 

United  States 44 

Milling  and  baking  qualities  of  South  Amer- 
ican wheats: 

Argentina 78 

Chile 95 

Uruguay 97 

Milling  and  baking  qualities  of  European 
wheats: 

Belgium 99 

Bulgaria 103 

Czechoslovakia 107 

Denmark 109 

England 111 

Estonia 115 

Germany 118 

Greece. 123 

Hungary 125 

Ireland 127 


Page 


Milling  and  baking  qualities  of  European 
wheats— Continued. 

Italy- 130 

Latvia. -- 136 

Lithuania 139 

.  Netherlands 141 

Norway 145 

Poland 148 

Russia ^ 151 

Scotland 158 

Spain  and  Portugal 161 

Sweden 166 

Switzerland 170 

Milling  and  baking  qualities  of  wheats  grown 
in  Africa: 

Egypt 174 

Morocco 177 

Tunis 179 

Union  of  South  Africa 182 

Milling    and    baking    qualities    of    Asiatic 
wheats: 

India 187 

Iraq.. 194 

Japan 197 

Palestine 201 

Other  Asiatic  countries 203 

Milling  and  baking  qualities  of  wheats  grown 
in  Oceania: 

Australia 203 

New  Zealand- 213 

Summary 216 

Literature  cited 223 


INTRODUCTION 


World  production  of  wheat,  excluding  that  produced  in  Russia  and 
China,  in  1928  was  nearly  3,900,000,000  bushels,  according  to  the 
statistics  compiled  by  the  United  States  Department  of  Agriculture, 
which  are  given  in  Table  1.     Grown  as  it  is  under  a  wide  range  of 


1  For  supplying  samples  of  export  material,  thanks  are  extended  to  the  Office  of  Foreign  Plant  Intro- 
duction of  the  Bureau  of  Plant  Industry,  to  the  Superintendence  Co.,  and  to  certain  foreign  agriculturists. 
To  Ray  Weaver,  principal  scientific  aid,  Bureau  of  Agricultural  Economics,  credit  is  given  for  baking 
a  number  of  the  samples.  ' 

112424°— 30 1 


2  TECHNICAL   BULLETIN    197,   U.   S.   DEPT.   OF  AGRICULTURE 

soil,  climatic,  and  topographical  conditions,  this  wheat  necessarily 
varies  considerably  in  its  adaptability  to  milling  and  baking  purposes. 
Earlier  attempts  to  classify  the  milling  and  baking  qualities  of  wheat 
grown  throughout  the  world  have  not  been  successful  because  such 
data  as  are  available  have  been  obtained  in  many  different  laborato- 
ries which  use  widely  different  methods  of  analysis. 

In  recognition  of  the  need  for  information  relative  to  the  milling 
and  baking  properties  of  the  wheat  grown  throughout  the  world  as 
essential  to  economical  marketing  and  utilization  of  the  world's  wheat 
crop,  plans  were  made  by  the  United  States  Department  of  Agricul- 
ture, through  the  grain  division  of  the  Bureau  of  Agricultural  Eco- 
nomics, to  obtain  such  information. 

Requests  were  made  of  every  wheat-producing  country  for  samples 
of  wheat  to  be  milled  and  baked  into  bread  by  a  standardized  milling 
and  baking  procedure.  As  a  result  of  these  requests,  wheat  was 
obtained  from  38  countries  distributed  through  the  two  hemispheres. 


MILLING   AND    BAKING   QUALITIES   OF   WORLD    WHEATS 


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SOURCE  OF  SAMPLES 

The  wheats  tested  were  of  two  types — wheat  varieties  and  export 
wheats.  The  samples  of  wheat  varieties  were  obtained  from  agricul- 
tural officials,  and  private  breeders  located  in  the  various  countries. 
These  varieties  were  secured  through  the  assistance  of  John  H. 
Stevensqn  of  the  Office  of  Foreign  Plant  Introduction,  Bureau  of 
Plant  Industry,  grateful  acknowledgment  of  whose  assistance  is  hereby 
made.  In  asking  for  these  wheat  varieties  it  was  requested  that  only 
varieties  or  types  of  wheat  that  are  of  commercial  importance,  in 
each  country,  be  sent. 

The  samples  of  export  wheats  were  obtained  through  the  assistance 
of  the  Superintendence  Co.,  of  New  York,  at  various  foreign  seaports 
from  cargo  shipments  of  wheat  at  the  time  the  wheat  was  unloaded. 

A  similar  series  of  samples  of  United  States  export  wheat  was  secured 
through  the  cooperation  of  the  several  Federal  grain  supervisors  located 
at  United  States  shipping  points. 

The  total  number  of  samples  tested  in  this  study  was  852.  Of 
these,  421  were  varietal  samples  and  431  were  samples  of  export  wheat. 
Data  showing  the  number  and  kind  of  samples  obtained  from  each 
country  are  given  in  Table  2,  which  also  gives  a  list  of  the  countries 
that  contributed  samples  of  wheat  for  this  study  and  the  number  and 
kind  of  samples  sent.  Most  of  the  wheats  were  grown  during  the 
crop  year  1926,  but  some  were  grown  in  1927. 


MILLING   AND    BAKING   QUALITIES   OF   WORLD    WHEATS 


II 

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TECHNICAL   BULLETIN    197,   U.   S.   DEPT.   OF  AGRICULTURE 


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MILLING  AND   BA.KING   QUALITIES   OF  WORLD   WHEATS  9 

It  is  to  be  regretted  that  Algeria,  China,  France,  and  Yugoslavia 
did  not  forward  samples  of  the  various  varieties  of  wheats  produced  in 
their  respective  countries  for  inclusion  in  this  study. 

Because  of  changes  in  environmental  conditions  that  control  the 
production  of  wheat  from  year  to  year,  observations  based  on  analyses 
of  samples  of  one  year's  crop  should  not  be  considered  as  final.  But 
the  baking  properties  of  the  wheats  produced  in  the  majority  of  the 
countries  were  so  widely  different,  according  to  this  study,  that  the 
differences  can  scarcely  be  attributable,  in  any  significant  degree,  to 
annual  variation  in  the  sample  characteristics.  Moreover,  with  but 
one  or  two  exceptions  the  statement  accompanying  the  samples  was 
to  the  effect  that  the  wheat  they  represented  was  grown  in  an  average 
crop  year.  Considering  these  facts,  and  the  difficulties  encountered 
in  obtaining  the  samples  for  testing,  a  continuation  of  the  study  was 
deemed  inadvisable. 

FACTORS  DETERMINING  THE   MILLING   AND   BAKING   QUALITY  OF 

WHEAT 

Quality  in  wheat  is  an  expression  which  conveys  different  ideas  to 
the  minds  of  producers,  millers,  and  bakers.  To  the  wheat  producer, 
generally  speaking,  quality  in  wheat  means  high  yields  per  acre  of 
sound,  plump  wheat  of  high  test  weight.  Supplementary  to  this 
definition,  the  protein  content  of  the  wheat  is  assuming  importance 
in  some  quarters. 

For  the  miller,  this  definition  does  not  go  far  enough.  To  his  mind, 
quality  wheat  in  addition  to  being  plump  and  of  high  test  weight 
per  bushel,  should  likewise  be  of  good  color,  should  be  reasonably 
free  from  foreign  material,  should  be  practically  free  from  damaged 
kernels  of  every  description,  should  have  characteristics  of  easy  milling, 
and  should  be  free  from  admixtures  of  wheats  of  other  commercial 
classes. 

The  miller  wants  wheat  that  is  plump  and  of  high  test  weight 
because  the  test  weight  per  bushel  is  related  to  the  flour-yielding  ca- 
pacity of  the  wheat;  the  plumper  the  wheat  the  greater  is  the  per- 
centage of  endosperm  (floury  portion),  and  the  less  is  the  percentage 
of  seed  coats  or  bran.  Good  color  is  evidence  that  the  wheat  has  not 
been  exposed  to  conditions  that  would  damage  the  grain.  Among  the 
hard  wheats,  kernel  texture  is  important,  since,  other  factors  being 
equal,  there  is  a  close  relation  between  the  percentage  of  dark,  hard, 
and  vitreous  kernels  and  baking  quality  (8).^ 

Foreign  material  in  wheat  is  of  various  kinds  and  has  various  effects 
upon  the  milling  value  of  wheat.  Some  types  of  foreign  material 
can  be  easily  removed  by  machinery,  whereas  others,  because  of 
similarity  to  the  size,  shape,  and  specific  gravity  of  the  wheat  kernel, 
are  very  difficult  to  remove,  and  in  some  cases  it  is  even  impossible 
to  remove  them  by  mechanical  means.  Foreign  materials  that  can 
be  removed  in  the  ordinary  process  of  preparing  wheat  for  milling 
have  no  effect  on  the  milling  of  wheat,  except  when  they  impart  an 
objectionable  odor  to  the  wheat,  such  as  the  seed  of  sweetclover. 
But  they  play  an  important  part  from  an  intrinsic-value  standpoint, 
inasmuch  as  such  foreign  material  does  not,  as  a  rule,  produce  flour. 
Foreign  material  of  the  inseparable  types  greatly  influence  the  milling 
value  of  wheat,  as  has  been  shown  by  Mifler  (6). 

» Italic  numbers  in  parentheses  refer  to  Literature  Cited,  p.  223. 


10  TECHNICAL  BULLETIN    197,  TJ.   S.  BEPT.   OF  AGRICULTURE 

Damaged  wheat  of  any  type  is  objectionable  to  the  miller.  Modern 
milling  is  possible  because  the  bran  coat,  the  germ,  and  the  endosperm 
of  wheat  differ  in  relative  toughness  or  friability.  When  wheat  is 
damaged  in  any  way,  especially  by  heat  of  fermentation  or  by  early 
frosts,  the  toughness  of  the  bran  coat  is  lessened,  and  milling  difficul- 
ties ensue.  Then,  too,  the  bread-making  (luahties  of  such  damaged 
wheat  are  injured,  as  has  been  shown  by  Coleman  and  Rothgeb  (3) 
in  the  instance  of  heat-damaged  wheat,  and  by  Johnson  and  Whit- 
comb  (4)  in  their  work  on  frosted  wheats. 

Mixtures  of  various  classes  of  wheats  are  not  liked  by  the  miller 
because  the  classes  of  wheat  do  not  all  mill  alike,  and  the  presence  of 
one  class  in  a  lot  of  another  class  interferes  with  the  efficient  milling 
of  any  given  class. 

After  the  wheat  has  been  milled  certain  information  in  addition  to 
the  yields  of  flour  and  of  offal  are  important  to  the  miller  in  helping 
him  to  decide  as  to  the  merits  of  the  wheat  in  question.  These  are 
the  color  and  texture  of  the  flour,  and  its  ash  and  protein  content. 

From  the  color  standpoint,  the  whiter  the  flour  the  more  desirable 
it  is  for  the  manufacture  of  bread,  biscuits,  or  cakes.  For  certain 
purposes,  as  for  making  macaroni  and  alimentary  pastes,  a  creamy 
product  is  more  desirable.  The  protein  content  is  intimately  associ- 
ated with  the  baking  quality  of  the  flour  and  the  ash  content  indicates 
something  regarding  the  grade  of  flour  as  well  as  the  adaptability 
of  the  wheat  in  question  to  the  miller's  needs. 

For  the  baker  there  is  no  set  standard  of  quality,  inasmuch  as 
there  is  no  universally  standardized  method  for  making  bread.  Nor 
are  there  any  uniform  standards  for  the  finished  product.  Baking 
characteristics  differ  in  degree  of  importance,  as  viewed  by  different 
people,  depending  upon  the  kind  and  quality  of  the  product  desired. 

Under  such  conditions  it  is  well  for  the  baker  to  have  access  to 
detailed  observations  with  respect  to  each  of  the  various  factors  that 
are  generally  recognized  as  indicative  of  quafity  so  that  he  can  select 
flour  on  the  basis  of  his  own  requirements. 

The  baking  characteristics  of  most  importance  to  the  baker  include 
the  following:  Length  of  time  for  fermentation  and  for  proofing; 
water  absorption  of  the  flour;  volume,  weight,  and  break  and  shred 
of  the  loaf;  color,  grain,  and  texture  of  the  crumb;  and  color  of  the 
crust. 

The  length  of  time  that  dough  can  be  allowed  to  ferment  and  proof 
before  deterioration  of  the  gluten  begins,  is  highly  indicative  of  the 
strength  of  the  gluten.  The  longer  the  dough  will  ferment  or  proof 
before  the  gluten  begins  to  deteriorate,  the  greater  is  the  fermentation 
tolerance  or  the  margin  of  safety,  and  the  more  neglect  or  punishment 
will  the  gluten  stand  before  unsatisfactory  results  follow.  Com- 
mercial bakers  who  use  machine  methods  for  baking  give  considerable 
importance  to  this  factor. 

When  the  dough  is  allowed  to  ferment  to  the  point  at  which  the 
loaf  of  greatest  size  possible  to  that  dough  is  produced,  the  loaf 
volume  (in  tests  in  which  uniform  quantities  of  flour,  yeast,  salt,  and 
sugar  are  Tised)  may  be  considered  an  expression  of  the  relative 
strength  of  flour  whether  in  commercial  or  household  baking. 

The  water-absorbing  capacity  of  a  flour  is  of  some  importance  in- 
asmuch as  it  is  related  in  a  measure  to  the  quantity  and  quality  of 
the  gluten  in  the  flour.     Other  things  being  equal,  a  flour  mth  a  high 


MILLING   AND    BAKING   QUALITIES   OF   WORLD    WHEATS  11 

gluten  content  will  absorb  more  water  than  one  with  a  low  gluten 
content.  There  are  frequent  exceptions,  however,  because  of  the 
quality  factor  ever  present  in  gluten.  In  other  words,  a  flour  con- 
taining a  high  percentage  of  gluten  of  low  quality  will  absorb  less 
water  than  a  flour  containing  a  lower  percentage  of  gluten  of  high 
quahty.  Water  absorption  is  likewise  related  to  the  weight  of  the 
loaf  as  a  flour  containing  gluten  of  good  quality  will  absorb  and  hold 
the  added  water  against  the  heat  of  the  baking  oven. 

Clearness,  brightness,  and  whiteness  of  flour  are  the  requisites  for 
high  color  scores. 

Grain  of  crumb  indicates  the  size  and  regularity  of  the  cells  or 
holes  in  the  crumb  and  the  thickness  of  the  cell  walls.  Small  cells 
or  holes,  uniform  in  size,  slightly  elongated,  and  with  thin  walls,  are 
considered  the  most  desirable. 

Texture  of  crumb  refers  to  the  smoothness,  softness,  and  resihency 
as  determined  by  the  sense  of  touch. 

When  baked  under  uniform  and  controlled  conditions,  weight  of 
loaf  is  of  value  in  calculating  the  number  of  loaves  of  unit  weight 
that  can  be  produced  from  a  given  quantity  of  flour. 

''Break  and  shred"  is  a  term  synonymous  with  oven  spring.  The 
heat  of  the  bake  oven  causes  an  expansion  of  the  dough.  This 
expansion  is  accompanied  by  a  stretching  of  the  fibers  on  the  outer 
surface  of  the  loaf — usually  on  one  side  of  the  loaf  only.  The  result- 
ing appearance  of  the  loaf  at  the  point  at  which  this  occurs  is  referred 
to  as  break  and  shred.  If  the  fibers  stretch  uniformly  without 
breaking  and  with  a  shredded  or  comblike  appearance,  the  break  and 
shred  is  considered  good.  When  the  length  of  time  the  dough  is 
allowed  to  ferment  does  not  extend  beyond  the  point  at  which  the 
gluten  begins  to  deteriorate,  the  character  of  the  break  and  shred  of 
the  baked  loaf  is  a  further  indication  of  the  elasticity  of  the  gluten. 

Color  of  crumb  has  reference  to  the  top  crust  of  the  bread.  A 
dark-brown  color  of  crust  is  usually  considered  more  desirable  than  a 
pale-brown  color. 

Shade  of  color  of  crumb  is  a  description  of  the  inside  color  appear- 
ance of  the  loaf  with  respect  to  the  degree  of  creaminess  and  to  other 
colors  present.  It  is  not  so  inclusive  as  the  color  score  of  the  bread 
which,  in  addition  to  taking  into  account  the  various  color  combina- 
tions present,  considers  them  from  the  standpoint  of  desirability. 

In  making  the  comparative  studies  reported  upon  later  in  this 
bulletin,  the  magnitude  of  the  quality  factors  were  recorded  and  are 
presented  in  the  appropriate  tables. 

In  addition,  a  detailed  study  was  made  with  regard  to  the  com- 
ponent parts  of  the  gluten  proteins  in  the  flour  to  ascertain  whether 
there  was  sufficient  variation  in  the  glutenin-gliadin  ratios  to  account 
for  some  of  the  differences  in  the  baking  quality  of  the  several  flours. 

METHODS  OF  ANALYSIS  USED 

The  methods  of  analysis  used  to  determine  the  various  factors 
relative  to  milling  and  baking  quality,  were  as  follows: 

GRAIN  GRADING  METHODS 

The  tests  made  relative  to  the  quality  and  condition  of  the  grain 
with  regard  to  its  suitability  for  milling  purposes  were  those  described 


12 


TECHNICAL   BULLETIN    197,    U.    S.    DEPT.    OF  AGRICULTURE 


in  the  Handbook  of  Official  Grain  Standards  (9)  issued  by  the  United 
States  Department  of  Agriculture.  * 


CHEMICAL  METHODS 


The  chemical  determinations  were  completed  as  described  in  the 
book  of  methods  of  analysis  of  the  American  Association  of  Cereal 
Chemists  (1). 

MILUNG  METHODS 

Determination  of  the  milling  qualities  of  the  different  samples  of 
wheat  was  made  with  experimental  or  laboratory  equipment  rather 
than  with  the  type  of  equipment  used  in  commercial  estabUshments. 
The  type  of  experimental  mill  used  consists  of  four  pairs  of  6-inch  rolls 
(three  corrugated  and  one  smooth),  a  sifter,  and  sieves  appropriate 
for  making  the  various  separations  of  stock- required.     (Fig.  1.) 


Figure  1.— Interior  of  experimental  mill 

The  operation  of  an  experimental  mill  necessarily  differs  in  some 
respects  from  that  of  a  commercial  mill.  In  the  experimental  mill 
there  is  no  continuous  or  automatic  flow  of  stock  from  one  machine  to 
another  as  in  a  commercial  mill.  This  is  an  advantage  in  that  it  gives 
the  operator  a  better  opportunity  to  vary  his  method  of  grinding  and 
bolting  to  suit  the  character  and  condition  of  the  individual  sample. 
Furthermore,  it  decreases  the  possibility  of  losing  material  or  of  con- 
taminating one  sample  with  another  because  of  the  smaller  number 
of  places  in  which  material  may  lodge.  Other  points  of  difference  are 
the  absence  of  purifiers  and  bran  and  shorts  dusters.  In  spite  of  these 
differences,  a  skillful  and  experienced  operator  is  able  to  accompUsh 
results  on  this  mill  which  compare  favorably  in  quality  and  efficiency 
with  the  work  of  commercial  mills.  The  various  grindings  necessary 
for  milling  a  sample  and  the  size  of  sieves  to  be  used  in  the  sifter  after 
each  grinding  are  indicated  on  the  flow  sheet  shown  in  Figure  2. 


MILLING   AND   BAKING   QUALITIES   OF  WORLD   WHEATS 


13 


To  accomplish  the  five  breaks  shown  on  the  flow  sheet  the  first  stand 
of  rolls,  having  16  corrugations  per  inch,  is  used  for  the  first  and  second 
breaks,  the  second  stand  with  20  corrugations  per  inch  is  used  for  the 


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third  break,  and  the  third  stand,  having  24  corrugations  per  inch, 
is  used  for  the  fourth  and  fifth  breaks.  In  those  instances  in  which  one 
stand  of  rolls  is  used  for  two  breaks,  the  rolls  are  reset  when  changing 


14  TECHNICAL   BULLETIN    197,   U.   S.   DEPT.   OF  AGRICULTURE 

from  one  break  to  the  other  to  grind  to  the  fineness  desired.  The 
speed  differential  of  the  break  rolls  is  2}^  to  1. 

The  smooth  rolls  are  used  for  the  reduction  of  middlings  and  tail- 
ings. The  reduction  of  the  different  grades  of  middlings  stock  on 
these  rolls  is  merely  a  matter  of  proper  adjustment.  The  speed  dif- 
ferential of  the  smooth  rolls  is  1}^  to  1. 

The  sifter  is  so  constructed  that  five  sieves  can  be  used  at  one  time. 
The  sieves  used  in  the  sifter  in  making  separations  from  the  first  break 
grinding  are,  from  top  to  bottom,  clothed  with  No.  16  wire,  30,  50, 
and  70  grit  gauze,  and  10  XX  silk,  respectively.  The  sieves  used  for 
the  separation  of  stock  from  the  second,  third,  fourth,  and  fifth  breaks 


Figure  3.— Oat  kicker  used  in  cleaning  samples 

are,  with  the  exception  of  the  top  sieve,  the  same  as  for  the  first  break. 
The  top  sieve  used  for  sifting  second  break  is  clothed  with  No.  18 
wire,  sieves  for  third  and  fifth  breaks  are  clothed  with  No.  20  wire, 
and  the  sieve  for  the  fourth  break  is  clothed  mth  No.  24  wire. 

In  milling  a  sample  the  ground  material  is  transferred  by  hand  from 
the  rolls  to  the  sifter  and  from  the  sifter  to  the  rolls.  All  the  separa- 
tions resulting  from  each  sifting  are  not  removed  immediately  from 
the  sifter,  but  some  are  left  to  accum.ulate  through  the  siftings  of 
several  different  grindings. 

Before  the  actual  grinding  or  milling  of  the  sample  begins,  certain 
preparatory  operations  are  necessary.  First,  the  sample  to  be  milled 
is  reduced  to  the  proper  size  for  making  the  milling  tests.  For  the 
purpose  of  these  studies  the  original  weight  of  the  sample  was  2,200 
grams.  This  weight  of  grain  is  run  over  a  small  cleaning  machine 
known    as    an    ^'oat    kicker"     (fig.  3),  and    then    through  a  small 


MILLING   AND    BAKING   QUALITIES   OF  WORLD    WHEATS 


15 


milling  separator  (fig.  4),  to  remove  foreign  material.  The  cleaned 
grain  is  weighed,  and  this  weight  serves  as  the  basis  of  determining 
the  percentage  of  foreign  material  or  screenings  removed.  The 
weighed  and  partially  cleaned  grain  from  the  milling  separator  is  then 
put  through  a  small-sized  wheat  scourer  (fig.  5),  and  the  loss  in  weight 
is  noted.  From  this  loss  the  scouring  loss  is  determined.  By  adding 
together  the  loss  as  screenings  and  the  loss  due  to  scouring,  the  data 
that  are  given  in  the  tables  on  milling  quality  under  the  heading 
"Screenings  and  scourings  removed"  were  obtained.  The  test 
weight  per  bushel  of  the  wheat,  on  the  basis  of  the  Winchester  bushel, 
is  then  determined.  The  sample  is  then  reduced  to  the  exact  weight 
to  be  used  for  milling — 1,800  grams.  At  this  point  the  moisture 
content  of  the  wheat  is  determined  so  that  this  information  will  be 
available  for  the  pur- 
pose of  tempering. 
The  sample  is  then  tem- 
pered, a  closed  con- 
tainer being  used  for 
this  purpose. 

The  tempering  proc- 
ess consists  of  adding 
sufficient  water  to  the 
wheat  to  raise  its  mois- 
ture content  to  the  per- 
centage desired  for  the 
milling  test.  This  is 
done  18  to  24  hours 
before  the  sample  is  to 
be  milled.  The  mois- 
ture content  considered 
desirable  for  the  experi- 
mental milling  of  the 
soft  red  winter  and 
white  wheats  was  14 
per  cent.  The  hard  red 
winter,  hard  red  spring, 
and  durum  wheats  were 
tempered  to  15  per  cent 
moisture. 

The  products — bran, 
shorts,  and  flour — ob- 
tained from  the  milling 

of  a  sample  are  weighed  and  the  weights  recorded.  These  weights, 
together  with  the  recorded  weight  of  the  wheat  used  for  milling, 
serve,  in  conjunction  with  a  knowledge  of  the  moisture  content  of  the 
wheat  and  flour,  as  the  means  of  calculating  milling  yields. 

In  these  studies  the  yield  is  computed  on  the  basis  of  the  moisture 
content  wf  the  wheat  at  the  time  of  milling.  This  plan  has  been 
adopted  for  several  reasons.  The  moisture  content  of  freshly  milled 
flour  varies  considerably.  There  are  a  number  of  causes,  principal 
among  which  are  the  original  moisture  content  of  the  wheat,  the 
conditioning  of  the  wheat  for  milling  purposes,  and  the  temperature 
and  humidity  of  the  atmosphere  in  the  mill  at  the  time  the  sample  is 
being  milled.     To  compute  flour  yields  on  any  other  moisture  basis 


Figure  4.— Experimental  milling  separator  used  for  cleaning  samples 


16 


TECHNICAL  BULLETIN    197,   U.   S.   DEF1\   OF  AGKICULTURE 


than  that  of  the  original  moisture  content  of  the  wheat  at  the  time  of 
milling  makes  the  milling  performance  of  the  wheat  under  test  a 
matter  of  milling  conditions  rather  than  of  the  sample  under  test. 
Bran  and  shorts  may  be  considered  as  total  feeds,  and  the  percentage 
present  may  be  considered  as  the  difference  between  the  flour  yield 

and  100,giving  due  con- 
sideration to  a  small 
experimental  error  inci- 
dent to  the  milling 
performance. 

The  flour  yields  are 
expressed  on  two  bases: 
(1)  On  the  basis  of  the 
weight  of  dockage-free 
wheat;  and  (2)  on  the 
basis  of  the  weight  of 
the  cleaned  and  scoured 
wheat.  From  a  grading 
standpoint  the  first 
method  is  the  preferred 
one,  although  the  sec- 
ond procedure  is  fre- 
quently used.  Further, 
to  facilitate  a  decision 
as  to  the  milHng  quality 
of  the  wheats  under  test, 
the  weight  of  the  wheat 
under  study  that  is  nec- 
essary to  produce  a 
barrel  of  flour  (196 
pounds)  containing  13.5 
per  cent  moisture  has 
been  computed. 

BAKING  METHOD 

In  testing  the  bak- 
ing quality  of  the 
experimentally  milled 
flours  a  straight-dough 
method  was  used,  nuxed 
according    to    the    fol- 

FiGURE  5.— Experimental  wheat  scourer  used  in  cleaning  samples         lOWing  baSlC  lOrmulai 

Grams 

Flour 340 

Sugar 12 

Salt 6 

Yeast 10 

Shortening 6.  8 

Water  (distilled)  sufficient  to  produce  a  dough  of  the  proper    ^ 
consistency. 

The  samples  of  flour  were  aged  at  least  a  week.  The  night  before 
being  baked  they  were  put  into  small  tin  boxes  with  covers,  in  the 
fermentation  cabinet  (fig.  6)  and  kept  at  30°  C.  The  earthenware 
crocks  in  which  the  doughs  were  to  be  fermented  were  put  in  the 
fermentation  cabinet  at  the  same  time  to  insure  a  uniform  tempera- 


MILLING  AND   BAKING  QUALITIES  OP  WOELD  WHEATS 


17 


ture  of  the  flour  and  the  equipment  throughout.  The  relative 
humidity  within  the  fermentation  cabinet  was  maintained  at  a  high 
point  (at  least  85  per  cent)  by  means  of  shallow  pans  of  water  put  in 
the  bottom  of  the  cabinet. 

Previous  to  mixing  the  dough,  the  salt,  sugar,  and  shortening  were 
weighed  out  individually  for  each  test.  The  yeast  solution  was 
prepared  in  bulk  in  the  ratio  of  30  cubic  centimeters  of  distilled  water 
to  10  grams  of  yeast.  Care  was  taken  to  have  the  temperature  of 
the  yeast  suspension  30°  C.  Experience  has  shown  that  38.5  cubic 
centimeters  of  the  resulting  yeast  and  water  suspension  at  30°  carry 
the  equivalent  of  10  grams  of  yeast. 

The  1-loaf  mixing  device  (fig.  7)  was  next  assembled,  warmed  to 
30°  C,  and  placed  in 
position  for  operation. 
One  hundred  and  sev- 
enty to  one  hundred 
and  eighty  cubic  centi- 
meters of  distilled  water 
at  30°  (the  quantity  ac- 
curately known)  was 
placed  in  the  bowl  of  the 
dough  mixer,  and  the 
salt,  sugar,  and  shorten- 
ing added.  One-half  of 
the  flour  was  then  added, 
and  38.5  cubic  centi- 
meters of  the  yeast  sus- 
pension, which  has  been 
thoroughly  agitated 
before  withdrawal,  was 
pipetted  off.  The  re- 
maining portion  of  the 
flour  was  then  added  and 
the  mixing  operation 
started.  More  distilled 
water  was  added  from 
a  measuring  cylinder 
until  the  dough  reached 
the  proper  consistency. 
The  water  absorption 
of  the  flour  was  determined  by  adding  together  the  quantity  of  water 
first  placed  in  the  mixing  bowl,  the  water  added  in  the  yeast  suspen- 
sion, and  the  water  added  from  the  measuring  cylinder  to  bring  the 
dough  to  the  proper  consistency,  and  dividing  by  the  weight  of  the 
flour  used ;  that  is,  340  grams. 

The  dough-mixing  time  was  standard  for  all  samples,  namely,  five 
minutes. 

The  temperature  of  the  dough  was  maintained  at  30°  C.  during 
mixing  as  nearly  as  possible  in  order  to  prevent  rise  in  dough  tempera- 
ture occasioned  by  the  friction  of  the  bearing  of  the  dough  mixer  and 
the  temperature  of  the  surrounding  atmosphere.  Temperature 
control  was  accompHshed  by  placing  the  dough  mixer  in  an  ice  bath 
and  adding  cracked  ice  to  the  bath  from  time  to  time. 
112424°— 30 2 


Figure  6.— Fermentation  cabinet 


18 


TECHNICAL  BULLETIN  197,  XJ.  S.  DEPT.  OF  AGRICULTURE 


After  being  mixed  the  dough  was  removed  and  placed  in  one  of  the 
previously  warmed  earthenware  crocks.  The  temperature  of  the 
dough  was  noted.  A  tin  cover  was  placed  over  the  top  of  the  crock 
to  prevent  the  dough  from  crusting,  and  the  crock  was  then  placed 
in  the  fermentation  cabinet  and  allowed  to  ferment.  The  fermenta- 
tion time  was  variable,  depending  largely  upon  the  inherent  quality 
of  the  flour.  Hard  wheat  flours  received  two  punches,  and  then 
rested  20  minutes  before  being  panned.  Soft  wheat  flours  receive 
but  one  punch  and  were  allowed  to  rest  for  a  period  equal  to  one-half 
of  the  first  punch  and  are  then  panned. 

While  the  doughs  were  fermenting  they  were  closely  watched  to 
determine  the  proper  time  for  the  first  punch.  The  experience  of  the 
technician,  with  regard  to  the  feel  and  action  of  the  dough,  suggested 

the  proper  time  for  the 
first  punch.  The  time  of 
the  second  punch  was 
determined  in  accord- 
ance with  a  previously 
prepared  schedule. 
This  schedule  had 'been 
compiled  as  the  result 
of  extended  experience 
in  baking  the  various 
classes  of  flour  in  ques- 
tion. 

The  dough  was 
punched  by  being  re- 
moved from  the  crock 
and  folded  over  or 
rounded  up  in  the  hands 
four  or  five  times;  it  was 
then  returned  to  the 
crock  in  the  cabinet. 
All  doughs  received  the 
same  degree  of  round- 

FiGURE  7.— Dough-mixing  machine  fe      ■t''  i     «.    i 

At  the  end  of  the  total 
fermentation  period  the  doughs  were  removed  from  the  cabinet  and 
molded  on  a  mechanical  1-man  loaf  molder.  They  were  then  placed 
in  a  commercial  type  of  bread  pan  having  the  following  dimensions: 
4K  by  9K  inches  at  the  top,  Sji  by  8K  inches  at  the  bottom,  and  2% 
inches  deep.     The  pans  were  placed  in  the  proofing  cabinet. 

The  proofing  cabinet  was  constructed  like  the  fermentation  cabinet 
but  had  a  larger  number  of  pans  of  water  on  the  bottom  shelf  to  afford 
more  extensive  humidity  as  the  doughs  w^ere  not  covered  during 
proofing.  The  temperature  of  the  proofing  cabinet  w^as  maintained 
at  35°  C.  Proper  proofing  was  determined  by  the  appearance  of  the 
dough  and  its  height  in  the  pan.  The  objective  was  to  catch  the 
dough  at  a  point  just  under  its  maximum  proof  to  avoid  the  danger 
of  overproofing. 

The  loaves  were  baked  at  225°  C.  for  30  minutes.  They  were  then 
removed  from  the  pans  and  placed  upon  a  wire  rack  to  cool.     About 


MILLING   AND    BAKING    QUALITIES   OF   WORLD    WHEATS  19 

one-half  hour  after  being  taken  out  of  the  oven  the  volume  and  weight 
of  each  was  recorded.  The  outside  scoring  of  the  loaf  was  made  the 
day  it  was  baked.  The  inside  scoring  was  made  on  the  following  day. 
The  loaves  were  cut  in  half  and  scored  for  the  factors  of  quality  pre- 
viously discussed.  Numerical  scores  were  given  to  color  and  grain 
after  comparison  with  a  standard  loaf  baked  daily,  which  had  been 
previously  given  arbitrary  scores. 

METHOD  OF  PRESENTATION  OF  DATA 

In  this  bulletin  it  is  assumed  that  most  of  the  wheats  grown  through- 
out the  world  are  ground  into  flour  for  bread-making  purposes; 
therefore  in  estimating  quality  in  addition  to  milling  quality,  their 


t- 

1^  ^^^^^^^^^HHH^^Hf  ,^^^^^^^^^H^H^H 

Figure  8.— Electric  baking  oven 

utility  for  bread-making  purposes  has  been  used  as  the  yardstick  of 
quality.  Further,  the  ability  of  the  various  flours  to  make  bread 
that  meets  the  American  standards  of  bread  making  has  been  used 
as  the  basis  of  quality  throughout.  It  is  conceded  that  some  of  the 
wheats  that  prove  inferior  under  this  system  of  evaluation  might  make 
acceptable  products  if  a  different  standard  of  baking  quality  were 
used. 

To  relieve  the  tables  relating  to  the  milling  and  baking  qualities  of 
the  world's  wheats  of  as  many  footnotes  as  possible,  footnotes  have 
been  placed  only  on  Tables  3,  4,  and  5,  but  these  footnotes  apply  in 
the  same  way  to  tables  of  identical  form  made  up  for  the  wheat  of 
each  country. 

In  evaluating  the  milling  and  baking  properties  of  the  various 
wheats,  the  average  values  found  by  Shollenberger  and  Clark  (7)  in 
their  study  of  the  milling  and  baking  properties  of  the  wheat  varieties 
of  the  Unuted  States  were  taken  as  a  guide. 


20  TECHNICAL  BtJLLETIN    197,   tJ.   S.   DEPT.   OF  AGRICULTURE 

For  convenience  and  ease  of  discussion,  the  countries  have  been 
grouped  according  to  continents,  as  follows:  Africa,  Asia,  Europe, 
North  America,  South  America,  and  Oceania.  The  milling  and  baking 
properties  of  the  wheats  of  North  America  are  discussed  first. 

MILLING  AND  BAKING  QUALITIES  OF  NORTH  AMERICAN  WHEATS 

The  production  of  wheat  in  North  America  is  in  excess  of  1,400,- 
000,000  bushels.  Canada,  Mexico,  and  the  United  States  produce 
this  wheat. 

CANADA 

Wheat  is  Canada's  most  important  crop.     Production  in   1928 
exceeded  500,000,000  bushels.     The  crop  is  mainly  spring  grown, 
although  some  winter  wheat  is  produced.     The  centers  of  wheat 
production  are  the  plains  Provinces  of  Alberta,  Saskatchewan,  and 
Manitoba,  and  the  peninsula  of  Ontario. 

In  Ontario,  the  heavy  snows  and  the  lack  of  extreme  winter  tem- 
perature favor  the  production  of  winter  wheat.  The  high  rainfall 
(30  to  40  inches)  and  the  humidity  in  this  region  create  conditions 
favorable  to  the  production  of  a  soft  wheat. 

In  southern  Alberta,  owing  in  part  to  the  warming  influences  of  the 
Chinook  winds,  and  to  the  shorter  and  milder  winters  as  compared 
with  the  other  western  Provinces,  the  conditions  are  favorable  to  the 
production  of  winter  wheat,  but  of  a  harder  type.  Nevertheless,  the 
production  of  winter  wheat  in  Canada  during  the  period  1923-1928 
did  not  exceed  5  per  cent  of  the  crop. 

The  spring- wheat  belt  of  Canada  adjoins  the  spring-wheat  section 
of  the  United  States.  Over  75  per  cent  of  the  spring  wheat  is  grown 
in  the  Provinces  of  Manitoba  and  Saskatchewan.  The  spring- wheat 
belt  is  limited  on  the  north  by  a  short  growing  season  and  low  summer 
temperature;  and  on  the  southwest  by  insufficient  rainfall. 

CANADIAN    VARIETIES 

The  commercially  important  varieties  of  wheat  grown  in  Canada, 
the  milling  and  baking  qualities  of  which  were  tested,  were  Dawson 
Golden  Chaff,  (O.  A.  C.  61),  Garnet,  Huron,  Kharkof,  Kubanka, 
Marquis,  Mindum,  O.  A.  C.  104,  Quality,  and  Ruby.  The  samples 
were  obtained  through  the  courtesy  of  A.  G.  O.  Whiteside,  cerealist, 
Central  Experimental  Farms,  Ottawa,  Canada. 

Garnet,  Marquis,  and  Ruby  are  hard  red  spring  wheats.  Garnet  is 
a  new  variety  with  early-maturing  characteristics  and  high  produc- 
tivity. In  1926,  12,000  acres  were  sown  to  Garnet  in  western  Canada. 
Marquis  comprises  about  90  per  cent  of  the  spring  wheat  grown  in 
Canada.  It  is  sown  principally  in  the  prairie  Provinces  of  Alberta, 
Manitoba,  and  Saskatchewan.  Ruby  is  an  early-maturing  variety. 
The  principal  areas  of  production  are  in  southeastern  Manitoba  and 
northern  Alberta.  The  variety  Garnet  was  growTi  at  the  experimental 
farm  at  Leacross;  the  variety  Marquis  was  grown  at  the  experimental 
farm  at  Scott,  Saskatchewan;  the  variety  Ruby  was  grown  at  the 
experimental  farm  at  Morden,  Manitoba.  All  samples  were  from  the 
varieties  grown  in  1926. 

The  variety  Huron,  although  regarded  as  a  white  wheat  in  Canada, 
is  to  be  classified  as  a  hard  red  spring  wheat  under  the  United  States 


MILLING   AND    BAKING   QUALITIES    OF   WORLD    WHEATS  21 

standards  for  ^rain.  Huron  is  the  leading  variety  in  eastern  Canada ; 
it  is  grown  chiefly  in  eastern  Ontario,  Quebec,  New  Brunswick,  and 
Nova  Scotia.  The  sample  tested  was  grown  at  the  central  experi- 
mental farm  at  Ottawa. 

Kubanka  and  Mindum  are  durum  varieties.  Kubanka  is  said  to 
be  sown  to  about  one-third  of  the  acreage  devoted  to  spring  wheat  in 
Manitoba.  It  is  sown  chiefly  in  southern  Manitoba  and  southeastern 
Saskatchewan.  It  is  believed  that  Mindum,  which  was  recently 
introduced  into  Manitoba  and  southeastern  Saskatchewan,  will  even- 
tuaUy  occupy  a  considerable  proportion  of  the  acreage  that  is  now 
sown  to  Kubanka.  The  sample  of  Kubanka  was  grown  at  the  ex- 
perimental farm  at  Brandon,  Manitoba,  whereas  the  variety  Mindum 
was  raised  at  the  Winnipeg  Agricultural  College,  both  during  the  crop 
year  1926. 

The  production  of  hard  red  winter  wheat  in  Canada  is  confined 
almost  wholly  to  southwestern  Alberta.  The  variety  Kharkof,  which 
was  tested,  is  representative  of  this  wheat.  The  sample  was  grown 
at  the  experimental  farm  at  Lethbridge,  Alberta,  in  1926. 

The  varieties  Dawson  Golden  Chaff,  O.  A.  C.  104,  and  Quality, 
are  white  wheats.  The  first  two  are  of  winter  habit;  the  last  variety 
is  of  spring  habit.  Dawson  Golden  Chaff  is  representative  of  60 
per  cent  of  the  soft  wheat  grown  in  the  Province  of  Ontario,  and  the 
variety  0.  A.  C.  104  represents  about  30  per  cent.  These  two  varie- 
ties are  grown  principally  in  the  western  section  of  the  Province. 
The  samples  tested  were  grown  at  the  Ontario  Agricultural  College 
at  Guelph,  during  1926. 

The  variety  Quality  is  sown  on  about  5  per  cent  of  the  acreage 
devoted  to  hard  spring  wheat  in  the  Province  of  Manitoba.  It  is 
found  chiefly  in  the  Brandon  district.  The  sample  tested  was  grown 
at  the  experimental  farm  at  Brandon,  Manitoba,  in  1926. 

Club  wheat  is  not  of  commercial  importance  in  Canada. 

The  data  shown  in  Tables  3,  4,  and  5  were  obtained  from  milling 
and  baking  these  samples  in  the  manner  described  above. 


22 


TECHNICAL   BULLETIN    197,   V.   S.   DEPT.   OF  AGRICULTURE 


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MILLING   AND   BAKING   QUALITIES  OF  WORLD  WHEATS 


23 


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MILLING   AND    BAKING    QUALITIES   OF   WORLD   WHEATS  25 

From  the  data  in  Tables  3  and  4,  it  is  apparent  that  all  the  Canadian 
varieties  examined  were  of  excellent  milling  quality.  The  wheat 
kernels  were  plump  in  size,  heavy  in  weight,  and  in  most  instances 
the  samples  were  practically  free  from  foreign  material  of  any  kind. 
The  yield  of  flour  obtained  from  each  variety  was  high,  showing  that 
it  would  be  possible  to  manufacture  a  barrel  of  flour  from  a  consider- 
ably smaller  quantity  of  this  wheat  than  is  usually  necessary  for  this 
purpose. 

The  color  of  the  flour  milled  from  the  hard  red  spring,  hard  red 
winter,  and  white  wheats  was  white,  whereas  the  durum  wheats 
produced  a  creamy  flour,  as  was  to  be  expected. 

The  ash  content  of  the  bread-wheat  flours  was  slightly  above  the 
average  for  these  classes  of  wheats. 

Judging  the  baking  properties  of  these  varieties  of  wheat  from  the 
appearance  of  the  baked  loaf  (Table  5),  only  the  varieties  Garnet 
and  Ruby,  among  the  bread  wheats,  could  be  considered  as  having 
outstanding  baking  qualities.  Kubanka  appeared  to  be  the  best 
durum  variety,  and  Quality  appeared  to  be  the  best  white  variety. 
Of  the  two  white  wheats  of  winter  habit,  the  variety  O.  A.  C.  104 
showed  to  the  best  advantage. 

CANADIAN  EXPORT  WHEATS 

The  population  of  Canada  does  not  require  the  entire  supply  of 
wheat  produced.  According  to  the  statistics  in  Table  6,  Canada 
ranks  first  among  the  wheat-exporting  nations  of  the  world.  Of  late 
years  over  65  per  cent  of  the  crop  has  been  exported. 


26 


TECHNICAL  BtJLLETIN    197,   U.   S.   DEPT.   OF  AGRICXJLTtIRE 


Table   6. — Wheat,  including  flour:   International  trade,  average  1910-1914, 

annual  1925-1928 


Country 


PRINCIPAL     EXPORT- 
ING COUNTRIES 


Canada 

United  States. 

Argentina 

Australia 

British  India  '. 

Hungary 

Russia 

Yugoslavia'... 

Rumania 

Algeria 

Chile 

Tunis 

Bulgaria 

Spain 


PRINCIPAL    IMPORT- 
ING COUNTRIES 

United  Kingdom.... 

Italy 

Germany 

France 

Belgium.... 

Netherlands _ 

Brazil* 

Japan... 

China  2 

Czechoslovakia 

Austria.. _ 

Switzerland 

Greece 

Irish  Free  State 

Sweden _. 

Egypt-. 

Denmark 

Poland 

Union  of  South  Af- 
rica  

Norway. 

Cuba 

Finland 

New  Zealand 

Syria  and  Lebanon*. 

Latvia 

French  Indo- 
China« 

Estonia 

Ceylon* 


Total. 


Year  ended  June  30— 


Average  1910- 
1914 


Imports  Exports 


1,000 

bushels 

447 

1,8( 

13 

17 

<332 

»  7,  214 

»556 

0 

»196 

»639 

1170 

«  1,  746 

»0 

6,009 


219, 474 

56,431 

91,851 

44, 081 

72, 877 

» 80,  702 

20,495 

»  4, 116 

6,691 

0 

8  11,402 

i  16. 937 

17,035 

0 

«7,080 

»8.244 

»  7, 155 

0 

16.274 

» 3, 674 

4,248 

1  4, 912 

1163 

0 

0 


1,000 

bushels 

94,286 

104,967 

85,220 

1  49,  732 

<  50, 821 

« 49, 116 

S164,  862 

0 

54,630 

«  5, 936 

1  2,  593 

»960 

»  11, 182 

71 


4,' 

3,637 
23,300 

1,230 

21,965 

58,435 

0 

5.401 

0 

«871 

«14 

12 

0 

823 

6 

«597 
0 

1253 

«0 

0 

10 

1918 

0 

0 


692,969   795,602   794,787 


1925 


Imports  Exports 


1,000 

bushels 

651 

6,201 

2 10 

3 

49 

1,029 

0 

0 

752 

« 2, 702 

2 

1,035 

» 1,943 

2 


234, 512 

102, 126 
76,243 
43, 818 
45, 135 
30,623 
28,592 
15,205 
31,569 
23,902 
16,406 
14.  355 

6  21.  791 
19. 101 
11.461 
9.476 
7,265 

«  16, 571 

6.773 
5,489 
6,019 
4,212 
3,007 
2,065 
6  1,963 

1,089 
849 
791 


1,000 

bushels 

194,849 

260,802 

125,289 

124, 112 

45,209 

15,630 

301 

9,570 

4,788 

1,892 

8,822 

547 

323 


18, 443 
5,867 
5,227 
2,646 
5,791 
4,507 
17 

793 

«: 

«254 

0 

«0 

0 

107 

88 

796 

«23 

16 
«16 
0 
0 
2 
0 
«20 


1926 


Imports  Exports 


1,000 

bushels 

372 

15,  679 

15 

3 

1,327 

34 

0 

0 

280 

» 1, 182 

731 

611 

»5 

1,466 


201, 313 
66,339 
76, 410 
35, 978 
42,722 
29,150 
27, 452 
27,980 
10, 162 
19,388 
14,822 
14.245 
s  18,  590 
18,539 
6,677 
12.520 
6,886 
3,460 

6,063 
6,346 
5.773 
4,879 
2.978 
3,168 
•  1, 579 

1,094 
952 


1,000 

bushels 

320,649 

108, 035 

99,803 

77,234 

8,054 

19,345 

27,085 

11,549 

8,558 

6,007 

1,696 

3,437 

4,128 


13,420 

2,' 

20,252 

1.955 

3,701 

1,699 

22 

4,899 

1,343 

212 

7  171 

0 

«0 

90 

639; 

26| 

897 

6,080 


1927 


Imports  Exports 


1,000 

bushels 

408 

13,264 

14 

4 

2,428 

1 

0 

0 

»1 

»3,584 

758 

1,142 

»1 

56 


226,908 
88,184 
99,252 
53,878 
41,236 
29,060 
31, 143 
18.458 
22.354 
21,085 
16.888 
17.220 
19.502 
19.  511 
8.484 
8.861 
7.695 
8,331 


15  4. 110 

»  5  5, 944 

0; 

0  4.854 

1  2, 769 
0  1,980 

«2  «  1,690 


840,312   688,066    753,161    784,030 

I 


1,143 
902 
927 


1,000 

bushels 

304.948 

219. 160 

138,240 

96,584 

11,088 

21, 143 

49.202 

10,034 

8  11,038 

2,182 

516 

1.970 

2,236 


10,292 

1,034 

5,735 

592 

1,378 

867 

38 

4,014 

374 


0 

0 

37 

2,576 

64 

1,085 

833 


1928.  prelim- 
inary 


Imports  Exports 


1,000       1,000 

bushels    btishels 

476i  305,658 

15,734  206,259 

178. 135 

72,962 

14,328 

22,135 


1,788 
2 


«0 

*0 

»  1,597 

622 

1,127 


222,270 
87,796 
98,557 
53.717 
44,607 
31,534 

7  32,  216 
21,995 
15,464 
21,323 
16,230 
18,427 


0 

1 

0 

»60 


18, 691 
10, 391 

6.803 
10.704 

7,840 

8,212 
6.862 


5,499 
1,032 


1,062 


898,486:  762,680 


» 1,156 

»  7, 431 

6.351 

585 

629 

2,125 


11, 181 
1.111 
6,798 
137 
2,651 
586 
(J) 

4.859 

1,464 

41 

165 

0 


56 
,660 
433 
220 
225 

8 
84 


849,354 


Bureau  of  Agricultural  Economics.    Oflficial  sources  except  where  otherwise  noted. 

I  Average  of  calendar  years,  1909-1913. 
»  Year  ended  Dec.  31. 
'  Sea-borne  trade  only. 
<  Includes  some  land  trade. 

8  Year  ended  July  31,  International  Yearbook  of  Agricultural  Statistics. 
•  International  Crop  Report  and  Agricultural  Statitics. 
International  Yearbook  of  Agricultural  Statistics. 


Through  the  courtesy  of  the  Superintendence  Co.,  samples  of 
Canadian  wheat,  representing  144  cargo  shipments  unloaded  in 
European  ports,  were  received  for  testing;  140  of  these  cargoes  were 
of  hard  red  spring  wheat,  2  were  of  durum  wheat,  and  2  were  of  white 
wheat.    It  is  questioned  whether  the  white  wheats  were  of  Canadian 


MILLING  AND   BAKING   QUALITIES   OF  WORLD   WHEATS  27 

origin,  as  the  classification  assigned,  western  white,  would  indicate 
a  substantial  percentage  of  club  wheat,  a  type  of  wheat  not  of  com- 
mercial importance  in  Canada. 

Of  the  140  cargoes  of  hard  red  spring  wheat,  135  lots  were  repre- 
sentative of  all  the  Canadian  grades  represented  by  the  1926  crop. 
Thirty-one  samples  were  representative  of  No.  1  Manitoba  Northern 
wheat;  33  of  No.  2  Manitoba  Northern;  28  of  No.  3  Manitoba  North- 
em;  14  of  No.  4  Manitoba  Northern;  7  of  No.  5  Manitoba  Northern; 
3  of  No.  6  Manitoba  Northern  ;  and  1  of  Feed  wheat.  In  addition 
there  were  studied  3  samples  of  wheat  representative  of  the  Canadian 
grade  No.  1  Manitoba  Northern,  Tough;  12  samples  of  the  grade 
No.  2  Manitoba  Northern,  Tough;  and  3  samples  of  the  grade  No.  3 
Manitoba  Northern,  Tough. 

It  is  to  be  regretted  that  the  ^' tough"  wheat  could  not  have  been 
milled  with  its  original  moisture  content,  as  the  milling  and  baking 
results  obtained  after  dryiag  out  the  wheat  are  virtually  the  same  as 
the  results  obtained  on  the  samples  of  the  same  grade  without  the 
designation  'Hough."  If  it  can  be  conceded  that  the  moisture  content 
of  the  tough  wheat  was  the  average  of  the  spread  allowed  in  the  grade 
Tough  (14.4  to  16.9  per  cent),  15.6  per  cent,  the  figures  for  flour 
yield  as  well  as  the  test-weight  values  would  be  reduced  by  approxi- 
mately 3  per  cent. 

The  complete  data  relative  to  the  milling  and  bakiQg  qualities  of 
all  the  samples  of  Canadian  wheat  studied  are  given  in  Tables  7,  8, 
and  9.  For  convenience,  the  data  pertinent  to  the  hard  red  spring 
wheat  samples  are  summarized  in  Table  10. 


28 


TECHNICAL  BULLETIN    197,   U.   S.   DEPT.   OF  AGRICULTURE 


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MILLING  AND   BAKING   QUALITIES   OF  WORLD   WHEATS 


29 


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CO  CM  iC  00  < 


SSSSSSSSSSSS8S 


op  to  05  o  »  ^  a 

lo  >o  ic  »o  lO  *o  »c 


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t- to  CO  T»<  CO  GO  ><»<  00  t^  I*  »C  OO  Q  t^  <}    Tf  CO  lO  lO  •^ 

CMiQic-^f-^jiiocibTficoto-^iCoio  •^oO'Otot-- 

t^  CM  ■^  ■^  Tf  Tti  CM  Tt<  Tf<  Tfi  lO  lO  »?5  »0  "O  S  •^  •^  CM 


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38 


TECHNICAL  BULLETIN    197,   U.   S.   DEPT.   OK  AGEICULTUBE 


Mi 


8Si 


f^  ;o^ 


o  o 

WP^O    ! 


8.b 


aj  ^  ■ 

"  2 
X  O 

WO 


^'^, 


Of^  ;ow    O    f«^OW 


2.Sf 


£f  2 


til  o 


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geaa  ;a 


a:::^^a::o 


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I" 

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1  '=3  °  53 


a   '  3 


:wOf 


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a 

a 

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JS  S  00  05  06  00  S  c 

I 


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§■Qdc^^-^'-<oiQdojoi05Qd^-^o6o5^-^od^^?o•^'-^c5^'C3^0505Cs^^aopc2 


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^a  *^ 


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MILLING   AND    BAKING   QUALITIES   OF   WORLD    WHEATS 

« •^  «p  ^ -H  N  Q  ^  CO  Q  CO  CO -^  — I  fc  ic  — <  ^  c^  >-i  i-(  ,-1  lo  o>  eo  >o -"ti  lO  M  «5  ^  lO  >-i   eo   co  co  >o  ©  — <  ■^  eo  >c  o  Oi  •-i -h   co 

asisasss8ssssss«ssssa8S8aasasa8sas  a  aaaaaaaaaasaa  a 


39 


WCfeW 


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11 


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^»HN«^oost^-^-^c^co 


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40 


TECHNICAL  BULLETIN    197,   U.   S.   DEPT.   OF  AGRICULTURE 


Ml 


to  ^  ^  55  OS  w  on  eo  «c  <-i  1— ®  00  m  «  <-i -H   i  c^ 


SS! 


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m   ih^pq 


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S    ^»    > 

be  g  be  g 

3u3o 


as 


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O 


a  ; 

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;owo 


I  ea  o  o  «  o 
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11 

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ill 

'  08  O  O 

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s^a 


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)  1ft  iC  O  »C  I 


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11 


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O  e^"  c^  c^*  c^  c^  c^' c^  c^  (rf  c^  c^  c^  c<f  c<f  c^  c^  c^  c^  c^  M  c^  c4^  c^  cs  (^f  cf  M  M 


CO  o  CO  cE  ^ 


SI 


eooosoi'-i-*<T-(t^c<nco»-i«o>oi^c^eoosT}<eoo^eoi^o-*c^t-c^ 


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CO  U3  ffitt  CO 


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i5je<»'*'»ocD-<*<'^«o»o 


SS! 


<t- 

1 

<«1 

5:3gS 


III 


MILLING  AND   BAKING   QUALITIES   OF  WORLD   WHEATS 


41 


OS  C^  Q  O?  «0  O  !>■ 


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1  Ih^pq  ;  i^m 


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5  bcS  M 


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,i_uj,i_w      ■— •       as  <S  ^  cS  ji  ci  si 


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42 


TECHNICAL  BULLETIN    107,   XT.   S.  DEPT.   OP  AGRICULTURE 


e 

Si 

a 
o 

V. 

SP 


'5 

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•Sal 


.9 '3 


llioi 

1^       X3       « 


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pq  ® 


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fle. 


MILLING   AND   BAKING   QUALITIES   OF  WOKLD   WHEATS  43 

On  the  basis  of  the  average  figures  given  in  Table  10  as  the  index  of 
quality  of  the  Canadian  shipments,  it  is  apparent  that  the  wheat 
represented  by  the  Canadian  grades  No.  1,  No.  2,  and  No.  3  Manitoba 
Northern,  was  of  excellent  milling  quality,  especially  the  first  two 
[grades.  The  wheats  of  all  three  grades  weighed  at  least  60 
pounds  per  bushel,  and  were  practically  free  from  dockage,  insepar- 
able foreign  material,  and  damaged  kernels. 

From  the  samples  of  each  grade  a  high  percentage  of  flour  of  high 
protein  content,  low  ash,  and  good  color  was  obtained.  The  water 
absorption  of  the  flour  was  high,  and  except  for  the  fact  that  the 
baked  loaf  in  each  instance  was  somewhat  below  the  average  size  of 
■loaf,  the  baking  quality  of  all  the  flour  milled  from  No.  1,  No.  2,  and 
No.  3,  Canadian  Northern  hard  red  spring  wheat  was  excellent. 

On  the  other  hand,  the  samples  of  wheats  graded  as  No.  4,  No.  5, 
and  No.  6,  Manitoba  Northern,  and  the  sample  of  Feed  wheat  were 
of  progressively  inferior  milling  quality  as  the  grade  changed  from  No. 
4  to  No.  6,  and  to  Feed  wheat.  The  undesirable  factors  that  are 
indicative  of  poor  milling  quality  such  as  a  lower  test  weight  and 
percentage  of  dockage,  inseparable  foreign  materials,  and  damaged 
kernels,  increased  as  the  grade  was  lowered. 

The  flour  milled  from  the  samples  of  the  lower  grades  was  progres- 
sively poorer  in  color  and  higher  in  ash  content.  On  the  other  hand, 
as  is  characteristic  of  frost-damaged  wheat,  the  water  absorption  of 
the  flour  milled  from  these  lower  grades  was  noticeably  higher  than 
was  the  case  with  the  flours  milled  from  No.  1,  No.  2,  and  No.  3 
Manitoba  Northern. 

With  the  increased  water  absorption  of  the  flour,  the  volume  of  the 
baked  loaf  from  the  flours  milled  from  grades  No.  4,  No.  5,  and  No.  6, 
as  well  as  Feed  wheat  was  slightly  larger,  but  the  bread  was  of 
distinctly  poorer  color  than  that  made  from  the  flour  milled  from  No. 
1,  No.  2,  or  No.  3  wheat. 

The  slightly  greater  size  of  the  loaf  of  bread  from  No.  4,  No.  5,  and 
No.  6  Manitoba  Northern,  and  from  Feed  wheat  flour,  is  due,  no 
doubt,  to  the  condition  of  the  gluten  in  the  lower  grades  of  wheat. 
The  gluten  in  frost-damaged  wheat,  which  is  the  predominating  type 
in  the  lower  grades  of  Canadian  wheat,  is  somewhat  weaker  and 
more  mellow  than  the  gluten  in  sound  wheat.  Flour  milled  from 
frosted  wheat  would,  therefore,  tend  to  expand  to  a  greater  extent  in 
the  baking  process,  and  the  result  would  be  a  larger  loaf. 

The  milling  and  baking  qualities  of  the  two  samples  of  durum  wheat 
were  excellent.  Judging  from  the  samples  of  the  white  wheats,  one 
cargo  was  of  excellent  quality,  whereas  the  other  was  below  average 
quality. 

MEXICO 

Production  of  wheat  in  Mexico  averages  about  11,000,000  bushels 
annually.  There  has  been  little  increase  in  production  since  the 
World  War.  Very  little  wheat  is  imported,  and  practically  none  is 
exported. 

The  more  important  wheat-producing  States  in  the  order  of  their 
acreage  in  1926  were  Guanajuato,  Coahuila,  Michoacan,  Sonora, 
Mexico,  Chihuahua,  and  Neuvo  Leone. 

Climate,  soil,  and  plant  disease  are  the  factors  limiting  the  produc- 
tion of  wheat  in  Mexico.  Wheats  produced  in  Coahuila,  Chihuahua, 
and  lower  California  are  grown  under  irrigation.     The  chief  wheats  arQ 


44  TECHNICAL  BtJLLETIN    197,   tJ.   S.   DEPT.   OF  AGRICTJLTTJKE 

soft  red  winter  and  white.  They  are  usually  fall  sown.  Club  wheats 
are  occasionally  grown. 

Samples  of  the  commercially  important  varieties  of  wheat  grown  in 
Mexico  were  obtained  through  the  courtesy  of  Senor  Juan  A.  Gonzalez, 
chief  of  the  extension  office  at  San  Jacinto,  Distrito  Federal,  Mexico. 
The  names  of  the  varieties  tested  and  the  State  in  which  they  are 
commercially  important,  are  found  in  Table  11. 

The  majority  of  the  varieties  of  commercial  importance  are  white 
wheats,  with  a  scattering  of  soft  red  winter  wheat.  If  graded  under 
the  United  States  grain  standards  act,  the  majority  of  the  Mexican 
wheats  would  be  graded  as  mixed  wheats  on  account  of  the  presence 
of  white  wheat  in  red  wheat,  or  vice  versa. 

From  a  milling  standpoint  and  judging  by  the  samples  (Table  12), 
the  white  wheats  of  Mexico  are  slightly  superior  to  the  soft  red  winter 
wheats,  as  flour  yields  from  the  samples  of  white  wheats  were  more 
uniform,  and  the  quantity  of  wheat  necessary  to  make  a  barrel  of 
flour  was  slightly  less  with  the  white  wheats  than  with  soft  red  winter 
wheats. 

The  flour  milled  from  the  samples  of  Mexican  wheats  contained 
about  the  usual  quantity  of  protein  for  the  white  and  soft  red  winter 
classes  of  wheat.  The  flour  was  soft  in  texture,  slightly  creamy  to 
white  in  color,  and  on  the  average  was  low  in  ash  content.  The 
water  absorption  of  the  flour  from  both  classes  of  Mexican  wheats 
was  below  the  average  usually  associated  with  flour  milled  from 
similar  classes  of  wheat  grown  in  the  United  States. 

The  baking  quality  of  the  flour  milled  from  the  samples  of  Mexican 
wheats  is  shown  in  Table  13.  The  bread  baked  from  the  Mexican 
flours  demonstrated  that  there  was  a  wide  variation  in  those  factors 
which  indicate  baking  strength.  Fermentation  time  varied  from  90 
to  135  minutes,  proofing  time  from  51  to  69  minutes,  loaf  volume 
from  1,690  to  2,660  cubic  centimeters.  Equally  wade  ranges  occurred 
in  the  color,  grain,  and  texture  of  the  crumb  of  the  loaf  and  the  color 
of  the  crust.  The  flours  milled  from  the  wheats  grown  in  Chihuahua 
had,  on  the  average,  the  greatest  baking  strength.  With  the  excep- 
tion of  one  sample  of  wheat  grown  in  Aguascalientes,  which  produced 
flour  of  an  excellent  milling  quality,  there  does  not  appear  to  be  any 
decided  order  of  merit  in  which  the  wheat  from  the  other  States 
should  be  listed.  The  white  wheats  of  Mexico  appear  to  rank,  as 
far  as  baking  strength  is  concerned,  along  with  those  of  Australia, 
and,  with  the  exception  of  the  white  wheats  grown  in  the  United 
States,  appear  to  have  better  baking  strength  than  do  any  white 
wheats  grown  in  any  of  the  38  countries  that  contributed  wheat  for 
this  study. 

UNITED  STATES 

Wheat  is  one  of  the  most  important  crops  grown  in  the  United 
States.  It  is  outranked  in  value  only  by  corn,  hay,  and  cotton  and 
is  the  great  bread  crop  of  the  Nation.  About  one-third  of  the  farmers 
grow  wheat.  Production  is  above  the  pre-war  level  and  averages 
over  800,000,000  bushels  a  year.  Statistics  on  the  production  of 
wheat  for  the  years  1920-1928  are  given  in  Table  14.  The  data  in 
this  table  are  arranged  according  to  the  five  commercial  classes  of 
wheat  grown  in  the  United  States.  .  More  hard  winter  wheat  is 
produced  than  of  any  other  class,  followed  in  order  of  production 
by  hard  red  spring,  soft  red  winter,  white,  and  durum. 


MILLING  AND   BAKING   QUALITIES   OF  WORLD   WHEATS 


45 


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TECHNICAL  BULLETIN    197,   TJ.   S.  DEPT.   OF  AGRICULTURE 


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MILLING   AND   BAKING   QUALITIES   OP  WORLD   WHEATS 


47 


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48 


TECHNICAL  BULLETIN    197,  V.   S.  DEPT.   OF  AGRICtJLTUKE 


Hard  red  spring  wheat  is  grown  extensively  in  the  north-central 
area  in  Iowa,  Minnesota,  Montana,  North  Dakota,  and  South 
Dakota. 

Durum  wheats  are  found  in  almost  the  same  area,  Iowa  being  the 
exception. 

The  hard  red  winter  wheats  are  found  in  the  central  southwestern 
part  of  the  country,  particularly  in  Iowa,  Kansas,  Missouri,  Okla- 
homa, and  Texas  and  in  parts  of  eastern  Colorado,  Idaho,  and 
Wyoming. 

Table  14. — Wheat  production,  by  classes,  United  States,  1920-1928 


Year  beginning  July— 

Hard  red 
winter 

Hard  red 
spring 

Durum 

Soft  red 
winter 

White 

Total 

1920                               

1,000  bushels 
302, 447 
290,  050 
279,  957 
241,  852 
365,000 
206,000 
360,000 
317,042 
384,176 

1,000  bushels 
139,  893 
131, 075 
169,  615 
126,  876 
192,000 
156,000 
121,000 
201,927 
195, 106 

1,000  bushels 
52,180 
56,  974 
90,817 
55,  255 
66,000 
65,000 
48,000 
83,162 
97,833 

1,000  bushels 
247,300 
237,  393 
247,884 
271,  631 
189,000 
170,000 
229,000 
180,887 
139,  788 

1,000  bushels 
91,207 
99,413 
79,325 
101,  767 
52,000 
80,000 
73,000 
95,356 
85,846 

1,000  bushels 
833,027 

1921                  

814,  905 

1922 

867,  598 

1923 

797,  381 

1924 

864,000 

1925                                

677,000 

1926  -  -          

831,000 

1927 

878,  374 

1928 

902,749 

Based  upon  reports  to  the  Division  of  Crop  and  Livestock  Estimates  and  studies  of  the  Bureau  of  Plant 
Industry. 

The  soft  red  winter  wheats  are  grown  mostly  in  the  humid  East 
Central  States.  Large  acreages  are  sown  to  soft  red  winter  wheat  in 
Illinois,  Indiana,  Michigan,  Missouri,  Maryland,  and  Pennsylvania. 

Both  spring  and  fall-sown  white  wheats  are  found  in  the  north- 
western and  northeastern  parts  of  the  country.  Considerable  com- 
mon white  wheat  is  grown  in  New  York.  In  the  Northwest,  large 
acreages  are  devoted  to  the  white  wheats,  especially  in  California, 
Idaho,  Oregon,  and  Washington. 

According  to  Clark,  et  al.  {2)  more  than  200  distinct  varieties  of 
wheat  are  grown  in  the  United  States.  This  is  natural,  as  wheat 
is  produced  commercially  in  all  of  the  48  States,  under  a  wide  range 
of  environmental  conditions.  Many  of  these  varieties  are  adapted 
only  locally;  others  are  well  adapted  to  a  wide  range  of  conditions. 
Among  the  spring  wheats  grown  the  variety  Marquis  is  the  most 
important.  In  fact  the  area  devoted  to  the  production  of  Marquis 
wheat  in  1924  exceeded  9,600,000  acres  or  to  approximately  one-fifth 
of  the  total  wheat  acreage  of  the  country.  Other  prominent  spring 
wheat  varieties  are  Ceres,  Kota,  Preston,  Ruby,  and  Power. 

More  than  14,000,000  acres  are  sown  to  hard  red  winter  wheats. 
Turkey,  Kanred,  Kharkof,  and  Blackhull  are  the  most  important 
of  the  hard  red  winter  group  of  wheats. 

Fulcaster,  Mediterranean,  Poole,  Leap,  and  Trumbull,  are  the 
foremost  varieties  of  the  soft  red  winter  wheats. 

Among  the  durum  varieties,  Kubanka,  Kahla,  Peliss,  and  Amautka 
are  extensively  grown. 

Representatives  of  the  common  white  wheats  {Triticum  vulgar e), 
Goldcoin,  Baart,  and  Pacific  Bluestem  are  outstanding  varieties. 

Of  the  club  wheats  (T.  compactum)  the  variety  Hybrid  128  is  the 
leader. 


MILLING   AND    BAKING   QUALITIES    OF   WORLD    WHEATS  49 

1^  From  the  standpoint  of  the  uses  to  which  the  wheats  produced  in 
IB  the  United  States  are  put,  they  may  be  grouped  into  three  subdivisions. 
IH'The  hard  red  spring  and  the  hard  red  winter  wheats  are  essentially 
^Rbread  wheats;  the  soft  winter  and  white  wheats  are  used  largely  for 
^■pastry  and  biscuits  and  to  some  extent  for  bread;  the  durum  wheats 
Hfurnish  semolina,  which  is  used  in  the  manufacture  of  such  products 
^■as  macaroni  and  spaghetti. 

IP! 


UNITED    STATES    VARIETIES 


To  compare  the  relative  milling  and  baking  properties  of  the 
wheats  of  the  United  States  with  those  of  similar  usage  and  classi- 
fication grown  in  other  parts  of  the  world,  selected  varieties  represent- 
ing the  five  commercial  classes  were  milled  and  baked.  The  varieties 
Kanred,  Kharkof,  and  Turkey  were  chosen  to  represent  the  hard 
red  winter  wheats;  the  varieties  Kota,  Marquis,  Power,  and  Ruby, 
the  hard  red  spring  wheats;  the  varieties  Kubanka,  Mindum,  and 
Nodak,  the  durum  wheats;  the  varieties  Fulcaster,  Fultz,  Harvest 
Queen,  Minhardi,  and  Red  Rock,  the  soft  red  winter  wheats;  and 
the  varieties  Pacific  Bluestem,  Federation,  Hard  Federation,  Quality, 
and  White  Federation,  the  white  wheats.  To  minimize  the  effect 
of  changes  in  climate  and  soil  conditions  upon  the  relative  merit  of 
any  given  variety,  samples  of  the  variety  under  discussion  were 
obtained  from  several  sources  as  shown  in  Table  15.  Other  milling 
and  baking  data  are  found  in  Tables  16  and  17. 

112424°— 30 4 


50 


TECHNICAL  BULLETIN    107,  tJ.   S.  DEPT.   O^  AGRICULTURE 


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MILLING  AND   BAKING   QUALITIES   OF  WORLD   WHEATS 


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62 


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MILLING   AND    BAKING   QUALITIES   OF  WORLD   WHEATS 


53 


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54 


TECHNICAL  BULLETIN    197,   TJ.   S.   DEPT.   OF  AGRICtJLTtJKE 


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MILLING  AND   BAKING   QUALITIES  OF  WOELl)   WHEATS 


55 


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56  TECHNICAL  BULLETIN    197,   V.   S.   DEPT.   OF  AGRICULTURE 

Considering  the  hard  red  spring  wheats  first,  it  is  apparent  (Table 
16)  that  there  are  some  differences  in  the  milling  qualities  of  the  four 
varieties  of  spring  wheat  selected.  On  the  basis  of  the  milling  quality 
of  the  weight  of  wheat  necessary  to  produce  a  barrel  of  flour,  Kota 
ranked  first.  Ruby  second,  Power  third,  and  Marquis  fourth.  How- 
ever, on  account  of  its  creamy  color,  the  flour  milled  from  Kota  would 
probably  not  be  as  acceptable  as  that  produced  from  the  other  three 
varieties. 

From  a  baking  standpoint  all  the  flours  milled  from  the  spring 
wheat  varieties  exhibited  excellent  strength.  The  water  absorption  of 
the  flour  was  high  and  fermentation  tolerance  was  excellent,  as  were 
all  the  other  factors  entering  into  the  scoring  of  a  good  loaf  of  bread. 
Moreover,  the  quantity  of  bread  that  could  be  baked  from  a  barrel  of 
floiu*  by  the  method  of  baking  used  was  high. 

The  milling  quaUty  of  the  ^ve  durum  varieties  was  Hkewise  good 
because  high  test  weight  per  bushel  and  high  flour  yield  went  hand  in 
hand  to  make  possible  the  production  of  a  barrel  of  flour  with  the 
average  quantity  of  wheat  necessary  to  accomplish  this  purpose. 

From  a  baking  standpoint,  due  consideration  being  given  to  the 
fact  that  durum  wheat  flour  is  not  extensively  used  for  bread  making, 
the  strength  of  the  durum  flour  was  good.  But  the  durum  flour  did 
not  have  the  baking  strength  of  the  spring  wheat  flour,  for  weakness 
w^as  apparent,  particularly  in  the  texture  of  the  crumb  and  the  break 
and  shred  of  the  loaf. 

The  hard  red  winter  wheat  varieties  showed  a  greater  variation  in 
milling  properties  than  did  either  the  hard  red  spring  or  the  durum 
wheat  varieties.  The  test  w^eight  per  bushel  varied  from  54. .3  to  62 
pounds.  The  flour  jdeld  varied  from  65.6  to  72.5  per  cent.  Ranked 
in  the  order  of  their  milling  properties,  Kanred  was  first,  and  Turkey 
and  Kharkof  followed  closely. 

The  baking  quality  of  the  hard  winter  wheat  varieties  was  variable 
mostly  with  regard  to  volume  of  loaf  and  color  of  crumb.  As  far  as 
water  absorption  of  the  flour,  fermentation  time  of  the  dough,  and 
texture  of  the  loaf  are  concerned,  average  to  above  average  condi- 
tions prevailed  with  but  one  or  two  exceptions.  Bread  production  was 
high,  averaging  295  pound  loaves  per  barrel  of  flour.  On  the  average, 
a  sHghtly  better  loaf  of  bread  was  obtained  from  the  spring-w^heat 
flours  than  from  the  winter-wheat  flours. 

The  milling  properties  of  the  soft  red  winter  samples  showed  some 
variation.  Flour  yield  from  the  samples  of  this  class  of  wheat  was 
somewhat  below  average;  it  w^ould  take  more  wheat  of  any  one  of 
these  varieties  to  produce  a  barrel  of  flour  than  is  the  case  with  the 
hard  red  winter  varieties. 

The  quahty  of  the  bread  baked  from  the  soft  red  \\dnter  wheat 
flours  was  not  equal  to  that  made  from  the  flours  milled  from  the  hard 
red  spring  and  hard  red  winter  wheat  varieties.  The  difference  was 
largely  in  the  size  and  weight  of  the  loaf.  Partly  because  of  the  low 
average  water  absorption  of  the  soft  red  winter  wheat  flour,  a  light- 
weight loaf  resulted.  This  precludes  the  possibility  of  making  a  large 
number  of  1 -pound  loaves  of  bread  from  a  barrel  of  flour. 

From  a  milling  standpoint,  the  quality  of  the  white  wheat  varieties 
tested  was  variable.  Test  weight  per  bushel  varied  from  54.1  pounds 
to  60.7  pounds.  Flour  yields,  dockage-free  basis,  varied  from  66.2  to 
72  per  cent.     As  a  result,  milling  quahty  expressed  as  the  quantity  of 


MILLING  AND   BAKING   QUALITIES   OF  WORLD   WHEATS 


57 


wheat  necessary  to  produce  a  barrel  of  flour  varied  from  263  to  290 
pounds.  Of  the  five  varieties  tested,  QuaHty  appeared  to  have  out- 
standing merit. 

The  flour  milled  from  the  white  wheats  produced  good  bread,  some- 
what inferior  to  that  made  from  the  spring  wheat  and  hard  winter 
wheat  flours,  but  slightly .  superior  both  from  a  quahty  and  a  quantity 
standpoint,  to  the  bread  made  from  the  soft  winter  wheat  flours. 


I 


MILLING    AND    BAKING    QUALITIES    OF    UNITED    STATES    EXPORT    WHEAT 

Wheat  and  wheat  flour  constitute  a  very  important  part  of  the 
international  trade  of  the  United  States,  as  the  United  States  stands 
second  in  the  exportation  of  wheat,  Canada  holding  first  place.  In 
value  of  crops  exported,  wheat  stands  second  only  to  cotton.  Exports 
of  wheat  for  the  period  1920-1928,  by  commercial  classes  are  given  in 
Table  18. 


Table   18. — Wheat,  excluding  flour:  Exportfi  from  the   United  States  by  classes, 

1920-1928 


Year  beginning  July 

Hard  red 
winter 

Hard  red 
spring 

Durum 

Soft  red 
winter 

White 

Total 

1920 

1,000  bushels 
162,  544 
99,651 
61, 165 
26,984 
120,  578 
9,677 
73, 123 
65, 184 
30,  530 

1,000  bushels 

18,  421 

25,  613 

13. 975 

2,068 

21,  567 

4, 958 

2,174 

6,146 

1,248 

1,000  bushels 
31,  937 
25,645 
43, 188 
18,836 
33,  811 
26,834 
21,  970 
30,  946 
29,  839 

1,000  bushels 

59,296 

29,274 

22,770 

10,464 

8,333 

2,563 

31,  352 

13,  452 

1,733 

1,000  bushels 
21, 070 
28, 138 
13,  853 
20,441 
11,201 
19, 157 
27,631 
30,271 
9,416 

1,000  bushels 
293,  268 
208,  321 
154, 951 

78,  793 
195, 490 

63, 189 
156,  250 
145,999 
103, 114 

1921 

1922 

1923-..- 

1924 

1925 

1926 

1927 

19281 

Based  upon  reports  to  the  Division  of  Crop  and  Livestock  Estimates  of  the  Bureau  of  Agricultural  Eco- 
nomics, to  the  Bureau  of  Foreign  and  Domestic  Commerce,  and  studies  of  the  Bureau  of  Plant  Industry. 

1  Six  months,  July-December. 

Durum  wheat,  hard  winter  wheat,  and  white  wheat  constitute  the 
bulk  of  the  export  wheats  of  the  United  States.  Exports  of  soft  red 
winter  wheats  have  declined  with  the  decrease  in  production. 

To  learn  about  the  milling  and  baking  properties  of  the  United 
States  export  wheats,  a  large  number  of  cargo  samples  were  secured 
abroad  through  the  courtesy  of  the  Superintendence  Co.  These  were 
subjected  to  the  milling  and  baking  tests  previously  described. 
Results  are  given  in  Tables  19,  20,  and  21. 


58 


TECHNICAL  BULLETIN    197,   U.   S.   DEPT.   OF  AGRICULTURE 


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66  TECHNICAL   BULLETIN    197,    V.    S.   DEPT.    OF  AGRICULTUKE 

Because  of  the  small  quantity  of  spring  wheat  exported  and  the 
fact  that  the  distribution  is  scattered  widely  throughout  Europe,  a 
sample  from  only  one  cargo  of  spring  wheat  was  secured.  From  a 
milling  standpoint  and  judging  by  the  sample  this  wheat  is  somewhat 
below  average,  as  it  would  take  280  pounds  of  this  wheat  to  make  a 
barrel  of  flour. 

Eleven  samples  representing  cargo  shipments  of  durum  wheat 
were  received.^  Wheat  in  these  cargoes  was  of  excellent  milling  qual- 
ity, according  to  the  sample,  averaging  over  61.1  pounds  in  test  weight 
per  bushel  and  yielding  on  the  average  70.4  per  cent  of  flour,  dockage- 
free  basis.  For  durum  wheats  the  bread-making  quahty  was  good. 
The  bread  made  from  the  durum  flour  w^as  shghtly  creamy,  but  the 
loaves  were  very  acceptable  in  volume  and  in  texture. 

Samples  from  33  cargoes  of  hard  red  winter  wheat  w^ere  received 
from  European  ports.  These  cargoes  averaged  60.2  pounds  in  test 
weight,  contained  1  per  cent  of  dockage,  1.2  per  cent  of  inseparable 
foreign  material  other  than  dockage,  and  0.9  per  cent  of  damaged 
kernels.  The  average  flour  yield,  dockage-free  basis,  was  70.2  per 
cent.  In  many  instances  the  flour  yield  was  much  higher.  An  aver- 
age for  the  33  cargoes  show^ed  that  271  pounds  of  wheat  w^ould  be 
required  to  manufacture  a  barrel  of  flour  out  of  the  hard  red  winter 
export  wheat.  The  protein  content  of  the  w^heat  was  10.82  per  cent, 
calculated  on  a  13.5  per  cent  moisture  basis.  The  protein  content 
of  the  resulting  straight  grade  of  flour  was  10.04  per  cent,  on  the  same 
basis.  Associated  with  this  low  protein  content  was  a  low  average 
water  absorption  value  for  the  flour.  For  the  same  reason  the  fer- 
mentation time  of  the  dough  was  shorter  than  is  usually  true  in  the 
case  of  hard  red  winter  wheat  flour. 

Although  in  85  per  cent  of  the  instances  the  volume  of  the  loaf  of 
bread  was  satisfactory,  an  examination  of  the  texture  of  the  bread 
and  of  the  break  and  shred  of  the  loaf  showed  that  approximately  40 
per  cent  of  the  hard  winter  flours  were  slightly  deficient  in  baking 
strength.  On  the  other  hand,  there  w^ere  some  excellent  wheats  in 
the  group. 

All  of  the  23  samples  of  soft  red  winter  wheat  obtained  overseas 
w^ere  clean.  They  contained,  on  an  average,  0.4  per  cent  of  dockage, 
0.6  per  cent  foreign  material  other  than  dockage,  and  2.6  per  cent  of 
damaged  kernels. 

From  a  milling  standpoint  the  quahty  of  the  soft  red  winter  export 
samples  was  not  quite  so  good  as  that  of  the  hard  red  winter  exports, 
for  it  would  be  necessary  to  use  276  pounds  of  the  soft  red  winter 
wheat  to  produce  a  barrel  of  flour  as  compared  with  271  pounds  of 
hard  red  winter  wheat. 

The  quahty  of  the  bread  made  from  the  soft  red  winter  wheat 
flours  w^as  not  quite  so  good  as  that  obtained  from  the  baking  of  the 
hard  red  winter  w^heat  flours,  the  most  noticeable  points  of  difference 
being  in  the  grain  and  texture  of  the  crumb  of  the  loaf.  Practical^ 
the  same  quantity  of  bread,  how^ever,  resulted  from  a  barrel  of  flour 
milled  from  either  class  of  wheat,  being  290  pounds  in  the  instance 
of  the  hard  red  winter  wheat  flour  and  291  pounds  for  the  soft  red 
winter  wheat  flour.     The  protein  in  the  soft  red  ^\inter  wheat  flour 

3  Since  considerable  quantities  of  durum  wheat  are  shipped  overseas  by  way  of  Montreal,  Canada,  where 
it  is  mixed  with  Canadian  durum  wheat,  the  identity  of  the  cargoes  moving  out  of  Montreal  will  liave  to 
be  assumed. 


MILLING   AND    BAKING   QUALITIES   OF  WORLD   WHEATS  67 

was  apparently  of  better  quality  than  that  in  the  hard  red  winter 
wheat  flour  as  a  smaller  quantity  was  present  in  the  soft  wheat  flour 
and  the  average  loaf  volume  was  approximately  the  same. 

Sixteen  samples  were  obtained  representing  cargoes  of  white  wheat. 
These  cargoes  contained  a  more  variable  type  of  wheat  than  has  been 
heretofore  mentioned.  Samples  of  eight  cargoes  represented  the 
subclass  hard  white,  three  the  subclass  soft  white,  and  three  the 
subclass  western  w^hite.  According  to  the  United  States  standards, 
wheats  of  the  w^hite  class  become  progressively  less  valuable  from  a 
baking  standpoint  as  the  subclass  changes  from  hard  white  to  western 
white. 

Among  the  white  wheats  examined,  but  one  cargo  was  of  a  grade 
below  No.  2.  There  was  shghtly  more  dockage  in  the  white  wheats 
than  in  the  hard  red  winter  or  soft  red  winter  wheats.  On  the  other 
hand,  the  percentage  of  inseparable  foreign  material  and  the  per- 
centage of  damaged  kernels  were  less.  The  weight  per  measured 
bushel  averaged  59.5  pounds,  varying  between  58.3  pounds  and  61.5 
poimds. 

From  the  standpoint  of  the  average  test  weight  per  measured  bushel 
and  the  standpoint  of  flour  yield,  the  milling  quahty  of  the  white 
class  was  somewhat  low,  as,  on  the  average,  it  would  be  necessary  to 
use  280  pounds  of  wheat  to  produce  a  barrel  of  flour. 

From  a  baking  standpoint,  as  compared  with  the  four  other  classes 
of  flour  just  discussed,  the  flour  milled  from  these  white  wheats  lacked 
bakmg  strength.  Volume  of  loaf,  except  for  the  wheats  carrying  the 
designation  ''hard  white,"  was  low,  as  were,  in  most  instances,  the 
grain  and  texture  of  the  crumb  and  the  break  and  shred  of  the  crust. 
Water  absorption  of  the  flour  was  below  the  average  for  this  class  of 
wheat.  In  a  general  way  the  relationship  between  subclass  and 
baking  quahty  was  apparent. 

For  additional  information  relative  to  the  quality  of  the  wheat 
exported  from  the  United  States,  milhng  and  baking  tests  w^ere  made 
every  month  during  the  crop  year  1926-27  upon  composite  samples 
of  the  several  classes  of  w^heat  exported  from  two  interior  markets 
and  six  seaboard  markets. 

The  results  of  the  milling  and  baking  tests  as  well  as  other  pertinent 
data  from  this  study  are  given  in  Tables  22,  23,  and  24,  which  cover 
14  hard  red  spring  wheats,  34  hard  red  winter  wheats,  40  soft  red 
winter  wheats,  and  30  white  wheats. 

Fortunately,  with  the  supplementary  study,  it  has  been  possible 
to  secure  more  evidence  regarding  the  quality  of  the  spring  wheat 
exported  from  the  United  States.  These  data  wifl  be  found  at  the 
top  of  Tables  22,  23,  and  24. 


68 


TECHNICAL  BtJLLETIN    197,  TJ.  S.  DEPT.  OF  AGRICULTUHE 


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MILLING   AND    BAKING   QUALITIES   OF  WORLD   WHEATS  77 

It  is  apparent  from  the  data  supplied  from  the  milKng  of  the  hard 
red  spring  wheat  samples  that  they  were  of  fair  average  quality.  The 
average  test  weight,  dockage-free  basis,  was  59.4  pounds.  The  yield 
of  flour  on  the  same  basis  averaged  68.7  per  cent.  With  such  figures 
it  is  readily  computed  that  the  quantity  of  wheat  necessary  to  manu- 
facture a  barrel  of  flour  will  be,  in  round  numbers,  276  pounds. 
Such  figures  compare  closely  with  those  obtained  from  the  milling  of 
•^o.  3  Manitoba  Northern  wheat. 

IB  ^^^  other  hand,  with  the  exception  of  the  fact  that  it  was 
■possible  to  make  only  an  average  number  of  loaves  of  bread  from  the 
flour  milled  from  the  hard  red  spring  wheats,  the  baldng  quality  of 
the  flour  was  fairly  good.  Size  of  loaf,  color  of  crumb,  grain  and 
texture  of  the  crumb,  as  well  as  crust  color,  and  break  and  shred, 
were  normal  for  this  class  of  wheat. 

The  grading  data  on  the  monthly  composite  samples  of  hard  red 
winter  wheat  compare  closely  with  the  average  data  obtained  from 
the  Superintendence  Co.'s  samples  of  the  same  class.  On  an  average 
basis,  the  quantity  of  dockage  in  the  monthly  composite  samples  was 
0.3  per  cent,  as  compared  with  1  per  cent;  kernel  texture  was  51.5 
per  cent,  as  compared  with  58.5  per  cent;  test  weight  per  bushel  was 
60  pounds,  as  compared  with  60.2  pounds;  damaged  kernels  were 
1.3  per  cent,  as  compared  with  0.9  per  cent;  foreign  material  other 
than  dockage  was  1.3  per  cent,  as  compared  with  1.2  per  cent. 

Similarly  with  the  soft  red  winter  wheat  samples,  on  an  average 
basis,  the  dockage  of  the  monthly  composites  was  0.1  per  cent  as 
compared  with  0.4  per  cent;  the  test  weight  per  bushel  was  60  pounds, 
as  compared  with  59.7  pounds;  damaged  kernels  were  2.1  per  cent, 
as  compared  with  2.6  per  cent;  the  average  quantity  of  foreign 
material  other  than  dockage  was  0.6  per  cent  in  both  instances. 

From  a  milling  standpoint  the  hard  red  winter  wheat  monthly 
composites  were  of  the  same  quality  as  the  average  of  the  company's 
samples  for  this  same  class  of  wheat.  The  average  weight  of  wheat 
necessary  to  make  a  barrel  of  flour  from  both  series  of  samples  was 
the  same,  namely,  271  pounds. 

The  milling  quality  of  the  monthly  composite  soft  red  winter 
wheats  was  practically  the  same  as  the  company's  samples  of  the 
same  class,  as  the  quantity  of  wheat  necessary  to  make  a  barrel  of 
flour  averaged  275  pounds  as  against  276  pounds  for  the  company's 
samples. 

From  a  baking  standpoint  no  large  differences  in  quality  were  ap- 
parent in  the  flour  milled  from  the  hard  red  winter  wheat  obtained 
from  either  source.  On  the  basis  of  average  figures,  the  comparative 
data  are  as  follows,  the  figures  for  the  monthly  composite  samples 
being  stated  first  in  each  instance:  Fermentation  time,  137  minutes, 
as  compared  with  139  minutes;  proofing  time,  65  minutes,  as  com- 
pared with  63  minutes;  water  absorption  of  flour,  57.7  per  cent,  as 
compared  with  58.2  per  cent;  loaf  volume,  2,176  cubic  centimeters, 
as  compared  with  2,112  cubic  centimeters;  weight  of  loaf,  501  grams, 
as  compared  with  504  grams;  color  score  of  crumb,  88,  as  compared 
with  87;  score  of  grain  of  crumb,  91  in  both  instances;  shade  of  color 
of  crumb,  light  creamy  as  compared  with  creamy;  color  of  crust, 
light  brown  in  each  instance;  pounds  of  bread  per  barrel  of  flour, 
289,  as  compared  with  290.  As  was  the  case  with  the  Superintend- 
ence Co.'s  hard  red  winter  wheat  samples,  approximately  40  per  cent 


78  TECHNICAL   BULLETIN    197,   U.    S.   DEPT.    OF  AGRICULTURE 

of  the  monthly  composite  sample  flours  exhibited  some  deficiency  in 
baking  strength. 

For  the  soft  red  winter  wheat  flours  the  average  comparative 
figures  are  as  follows:  Fermentation  time,  116  minutes  as  compared 
with  112  minutes;  proofing  time,  65  minutes  as  compared  with  62 
minutes;  water  absorption  of  flour,  53.6  per  cent  as  compared  with 
53.3  per  cent;  volume  of  loaf,  2,152  cubic  centimeters  as  compared 
with  2,098  cubic  centimeters;  weight  of  loaf,  488  grams,  as  compared 
with  490  grams;  color  score  of  crumb,  89,  as  compared  with  88;  score 
of  grain  of  crumb,  89,  as  compared  with  87;  texture  of  crumb,  fair  in 
each  instance;  color  of  crust,  light  brow^n  in  each  instance;  break  and 
shred,  poor  in  each  instance;  pounds  of  bread  per  barrel  of  flour,  282, 
as  compared  with  291.  The  baking  quality  of  the  company's  samples 
was,  therefore,  the  better. 

The  monthly  composite  white  wheats  were  of  somewhat  better 
quality  than  those  supplied  for  similar  tests  by  the  company.  Higher 
bushel  weights  prevailed,  as  did  higher  flour  yields,  wdth  the  result 
that  it  took  6  pounds  less  of  the  wheat  to  make  a  barrel  of  flour  than 
was  necessary  to  use  with  the  wheats  supplied  by  the  company. 
The  ratio  was  274  to  280  pounds. 

There  was  also  some  superiority  in  the  baking  quality  of  the  flours 
milled  from  the  monthly  composite  wheats.  This  was  largely  a 
matter  of  loaf  volume,  and  of  interior  characteristics  of  the  loaf. 
On  an  average  basis  the  comparative  figures  are  as  follows:  Fer- 
mentation time,  116  minutes,  as  compared  with  114  minutes;  proofing 
time,  62  minutes,  as  compared  with  58  minutes;  water  absorption 
of  flour,  54.6  per  cent,  as  compared  with  54.8  per  cent;  volume  of 
loaf,  2,074  cubic  centimeters,  as  compared  with  1,970  cubic  centi- 
meters; weight  of  loaf,  494  grams,  as  compared  mth  498  grams; 
color  score  of  crumb,  88,  as  compared  with  87;  score  of  grain  of 
crumb,  87.9,  as  compared  with  84;  texture  of  crumb,  good  as  com- 
pared with  poor;  shade  of  color  of  crumb,  creamy  yellow,  as  compared 
with  creamy;  color  of  crust,  fight  brown  in  both  instances;  break 
and  shred,  fair  as  compared  with  poor;  pounds  of  bread  per  barrel 
of  flour,  285,  as  compared  with  287. 

MILLING  AND   BAKING   QUALITIES   OF  SOUTH  AMERICAN   WHEATS 

Argentina,  Chile,  and  Uruguay,  are  the  important  wheat  producing 
countries  in  South  America,  Argentina  outranking  the  other  countries 
by  far.  The  relative  milling  and  baking  quality  of  South  American 
wheats  will  be  found  below. 

ARGENTINA 

Argentina  ranks  sixth  among  wheat-producing  countries  of  the 
world,  but  when  exports  are  considered  it  is  exceeded  only  by  the 
United  States  and  Canada.  Wheat  is  grown  mostly  in  the  Provinces 
of  Buenos  Aires  and  Cordoba,  and  to  some  extent  in  the  Provinces 
of  Santa  Fe  and  Entre  Rios,  and  the  Territory  of  La  Pampa.  The 
first  two  Provinces  produce  about  70  per  cent  of  the  wheat  of  the 
country  and  the  five  areas  together  about  95  per  cent  of  the  crop. 
The  trend  of  wheat  acreage  from  1890  to  about  1912  was  sharply 
upward;  from  that  tinie  until  the  drop  in  acreage  following  the 
World  War,  the  increase  in  acreage  w  as  less  rapid.  After  the  postwar 
decrease,  the  trend  in  acreage  has  again  been  strongly  upward. 


MILLING   AND    BAKING   QUALITIES   OF   WORLD   WHEATS  79 

Until  1900  most  of  the  increase  in  wheat  was  to  the  north.  In 
recent  years  this  increase  has  been  more  rapid  to  the  south  and  west, 
and  particularly  in  La  Pampa.  The  average  production  of  wheat 
for  the  crop  years  1924-25  to  1928-29  amounted  to  237,000,000 
bushels;  the  prehminary  estimate  for  the  crop  year  1928-29  was 
307,000,000  bushels.  Further  increase  in  production  is  strongly 
Umited  by  high  temperatures  in  the  north  and  low  temperatures 
and  lack  of  rainfall  to  the  south,  and  by  uncertain  rainfall  to  the 
west.  Flax  and  corn  Hkewise  have  competed  successfully  with  wheat 
in  the  Province  of  Santa  Fe,  where  the  acreage  of  wheat  has  actually 
decreased  during  recent  years. 

The  bulk  of  the  Argentine  wheat  crop  is  usually  s.eeded  in  June 
and  July  and  havested  in  December.  It  is  possible  to  sow  wheat 
over  a  long  period.  If  the  weather  is  dry  during  May  and  June,  much 
more  is  seeded  in  the  latter  part  of  June  and  in  July.  Dry  weather 
in  May  and  June  is  not  especially  to  be  feared  unless  it  continues 
well  into  June.  In  Buenos  Aires,  the  most  important  wheat-pro- 
ducing Province,  the  bulk  of  the  wheat  is  sown  in  July.  Exports 
are  made  from  the  new  crop  in  January  and  occasionally,  to  a  slight 
extent,  in  December,  but  the  heaviest  movement  usually  comes  in 
February  or  later.  By  the  end  of  June  over  70  per  cent  of  the  year's 
exports,  on  an  average,  has  left  the  country,  and  by  the  end  of  May, 
60  per  cent  has  usually  been  exported.  The  Argentine  exports  thus 
move  during  the  season  when  shinments  from  the  Northern  Hemi- 
sphere are  normally  lightest. 

ARGENTINE    VARIETIES 

Among  the  varieties  of  wheat  grown  in  Argentina,  Barleta  is  prob- 
ably the  oldest  and  most  widely  sown.  Barleta  resembles  the  Turkey 
Red  wheat  of  Kansas,  but  is  somewhat  softer.  It  was  originally 
imported  into  Argentina  by  immigrating  Italians  and  proved  suitable 
for  cultivation  under  the  conditions  of  Argentine  soil  and  climate. 
It  is  said  to  furnish  an  abundant  product  of  good  quality  and  to  pos- 
sess a  high  degree  of  resistance  to  drought,  rust,  hail,  and  excess  heat. 
It  is  also  less  likely  to  be  damaged  by  cold,  damp  fog,  and  late  frost 
than  are  other  varieties.  It  develops  early  and  is  hardy,  qualities 
which  explain  the  extent  of  its  cultivation.  As  it  does  not  shatter 
easily,  it  is  able  to  withstand  the  violent  winds  during  the  ripening 
period,  which  reduces  harvesting  losses  to  a  minimum.  It  also  has 
good  milling  and  baking  quality. 

Ruso  is  a  commercial  variety  cultivated  extensively  in  the  western 
part  of  the  Province  of  Buenos  Aires  and  in  the  Territory  of  La  Pampa. 
It  was  one  of  the  chief  wheats  in  this  zone  until  recently;  it  is  now 
being  replaced  by  Kanred  and  other  new  pure  varieties, 


80  TECHNICAL  BtJLLETIN    197,   V.   S.   DEFT.   OF  AGRICULTURE 

Favorite  is  a  commercial  variety,  grown  generally  over  the  entire 
cereal  zone  of  the  country.  It  is  a  high-yielding  variety  but  is  being 
sown  on  decreasing  acreages  because  of  its  inferior  baking  charac- 
teristics. 

In  the  far  north,  that  is,  in  northern  Santa  Fe  and  northern  Entre 
Kios,  where  the  soil  and  climate  are  not  well  suited  to  bread  wheats, 
practically  the  only  class  of  wheat  grown  is  durum.  The  principal 
varieties  of  durum  wheat  sown  are  Candeal,  Anchuel,  and  Tongarro. 

Calchaqui  and  Peruano  are  the  more  important  commercial  varie- 
ties of  winter  wheat  grown  in  the  northern  wheat  country. 

The  Argentine  Department  of  Agriculture  is  reported  as  giving 
much  attention  to  developing  new  varieties  adapted  to  Argentine 
conditions.  As  a  result  of  this  work  the  varieties  known  as  Record, 
Universal,  and  San  Martin  are  giving  excellent  results  as  regards 
yield,  quality,  and  milling  and  baking  properties. 

The  United  States  variety  Kanred,  a  hard  red  winter  wheat,  is 
coming  into  favor  on  account  of  its  ability  to  grow  under  southern 
Argentine  conditions,  and  on  account  of  the  quality  of  the  flour  pro- 
duced from  it.  Kanred  is  said  to  be  especially  adapted  to  the  cold 
and  drought  experienced  in  southern  Argentina,  and  likewise  does 
well  on  sandy  and  poor  lands.  It  has  been  found  to  produce  wheat 
that  is  richer  in  protein  and  gluten  than  are  some  of  the  other  varieties 
that  can  prosper  on  such  lands. 

A  study  of  the  milling  and  baking  properties  of  certain  Argentine 
wheat  varieties  was  made  possible  through  the  courtesy  of  Ingeniero 
Carlos  D.  Girola,  honorary  director  of  the  agricultural  museum  of  the 
Argentine  Rural  Society  of  Buenos  Aires,  and  Ingeniero  Agr.  Ale- 
jandro Botto,  director  general,  Eusenanza  Agricola,  Buenos  Aires, 
who  sent  samples  of  the  following  varieties:  Barleta,  Calchaqui, 
Candeal,  Favorito,  Peruano,  Record,  Ruso,  San  Martin,  Sin  Rival, 
and  Universal  II. 

Under  the  grain  standards  of  the  United  States,  the  varieties  Bar- 
leta, Record,  Ruso,  and  Universal  II,  would  be  classified  as  hard  red 
winter  wheats;  the  varieties  Calchaqui,  Favorito,  San  Martin,  and 
Sin  Rival,  as  soft  red  winter  wheats;  the  variety  Candeal,  as  a  durum 
wheat;  and  the  variety  Peruano,  as  a  white  wheat.  The  grading 
characteristics  of  these  samples  are  described  in  Table  25. 

The  data  relative  to  the  milling  and  baking  qualities  of  the  varieties 
tested  are  given  in  Tables  26  and  27. 


MILLING  AND   BAKING   QUALITIES  OF  WORLD   WHEATS 


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84  TECHNICAL  BULLETIN    197,   tJ.   S.  DEPT.   OF  AGRICULTURE 

As  material  suitable  for  milling,  each  of  the  varieties  was  sound  in 
every  respect  and  absolutely  free  of  dockage  or  inseparable  foreign 
material.  From  a  milling  standpoint,  contrary  to  the  usual  expe- 
rience with  wheat  containing  a  high  percentage  of  dark,  hard,  and 
vitreous  kernels,  a  majority  of  the  samples  of  hard  red  winter  wheat 
varieties  produced  a  flour  soft  in  texture,  much  like  the  flour  milled 
from  soft  red  winter  wheat.  Of  the  four  hard  red  winter  varieties 
tested,  Barleta  ranked  first,  Record  second,  Ruso  third,  and  Universal 
fourth. 

A  comparison  of  the  data  relating  to  the  milling  and  baking 
quaUties  of  the  hard  red  winter  wheat  varieties  grown  in  the  United 
States  and  in  Argentina,  using  the  average  figures  for  the  class  as  an 
index,  are  as  follows  (the  figures  for  the  United  States  wheats  are 
presented  first):  Test  weights  per  bushel,  58.9  pounds,  as  compared 
with  60.7  pounds;  kernel  texture,  92.3  per  cent,  as  compared  with 
90.8  per  cent;  damaged  kernels,  trace  as  compared'with  0.2  per  cent; 
flour  yield,  dockage-free  basis,  70.1  per  cent,  as  compared  with  69.4 
per  cent;  weight  of  wheat  per  barrel  of  flour,  274  pounds  as  compared 
with  278  pounds;  fermentation  time,  146  minutes,  as  compared  with 
129  minutes;  proofing  time,  59  minutes  in  each  instance;  water 
absorption  of  flour,  61.3  per  cent,  as  compared  with  59.3  per  cent; 
loaf  volume,  2,207  cubic  centimeters,  as  compared  with  2,016  cubic 
centimeters;  weight  of  loaf,  511  grams,  as  compared  with  510  grams; 
color  score  of  crumb,  86,  as  compared  with  90;  score  of  grain  of  crumb, 
90,  as  compared  with  91 ;  shade  of  color  of  crumb,  creamy,  as  compared 
with  creamy  gray;  color  of  crust,  brown  in  each  instance;  break  and 
shred,  good  in  each  instance;  pounds  of  bread  per  barrel  of  flour,  295 
pounds,  as  compared  with  294. 

The  milling  quality  of  three  of  the  four  varieties  of  soft  red  winter 
wheat  tested  was  excellent.  The  flour  was  true  to  type,  was  of  low 
ash  content,  and  contained  slightly  more  protein  than  is  usual 
in  straight  grade  soft  red  winter  wheat  flour.  The  variety  of  outstand- 
ing milling  quality  was  Calchaqui;  the  varieties  San  Martin,  Favorito, 
and  Sin  Rival  ranked  next  in  the  order  named. 

The  baking  quality  of  the  flour  milled  from  the  Argentine  soft  red 
winter  wheats  was  somewhat  weaker  than  that  of  the  flour  milled 
from  the  Argentine  hard  red  winter  wheats.  This  difference  is  most 
noticeable  in  the  size  of  the  loaf,  the  texture  of  crumb,  color  of  crust, 
and  break  and  shred  of  the  loaves  made  from  the  soft  w^heat  flours. 

The  soft  red  winter  wheat  varieties  grown  in  Argentina  compare 
favorably  with  varieties  of  the  same  class  of  wheat  grown  in  the 
United  States.  On  the  basis  of  average  figures,  the  yield  of  flour 
obtained  from  the  Argentine  varieties  was  about  1}^  per  cent  higher 
than  that  obtained  from  the  United  States  varieties — 70.2  per  cent, 
as  compared  with  68.6  per  cent.  The  Argentine  soft  red  winter 
wheat  flour  had  a  higher  water  absorption,  58.5  per  cent,  as  compared 
with  55.4  per  cent;  a  greater  fermentation  tolerance,  128  minutes, 
as  compared  with  112  minutes;  and  a  better  quality  of  the  gluten  in 
the  flour,  a  viscosity  coefficient  of  2.33,  as  compared  with  2.11.  In 
spite  of  this  high  coefficient  of  gluten  quality,  Argentine  soft  wheat 
flour  did  not  bake  into  as  large  a  loaf  of  bread  as  the  flour  milled  from 
soft  wheat  grown  in  the  United  States — one  loaf  being  269  cubic 
centimeters  less  in  volume. 


MILLING  AND  BAKING  QUALITIES   OF  WOELD   WHEATS 


85 


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86 


TECHNICAL  BULLETIN    197,   tJ.   S.  DEFr.   OF  AGRICULTURE 


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MILLING   AND    BAKING    QUALITIES    OF   WORLD   WHEATS  87 

Candeal,  the  durum-wheat  variety  examined,  did  not  prove  to  be  a 
pure  variety  as  it  contained  11.9  per  cent  of  soft  red  winter  wheat. 
No  doubt  influenced  by  this  admixture  of  soft  wheat,  the  milling 
yield  of  this  variety  was  low,  necessitating  the  use  of  288  pounds  to 
yield  a  barrel  of  flour.  The  flour  was  of  high  ash  content,  was  very 
creamy  in  color,  and  had  a  low  protein  content.  Bread  baked  from 
this  flour  was  of  low  quahty,  being  deficient  in  volume  and  in  color 
and  grain  of  crumb. 

Peruano,  the  variety  of  w^hite  wheat  tested,  was  likewise  impure, 
there  being  32.9  per  cent  of  soft  red  winter  wheat  kernels  present.  As 
would  be  expected,  this  did  not  influence  the  flour  yield  from  this 
variety,  and  a  high  yield  of  flour  resulted.  The  flour  was  soft  in 
texture,  creamy  in  color,  and  of  a  more-than-average  ash  content. 
The  protein  content  of  the  flour  was  typical  of  white  wheat  flours. 
The  bread  baked  from  this  flour  was  poor,  being  deficient  in  every 
factor  characteristic  of  a  good  loaf  of  bread. 

ARGENTINE  EXPORT  WHEATS 

A  large  proportion  of  the  wheat  grown  in  Argentina  is  exported. 
These  export  w^heats  are  characterized  by  specific  trade  names. 
Rosafe  is  the  commercial  name  given  to  wheat  grown  in  the  regions 
of  Rosario  and  Santa  Fe  which  is  shipped  by  way  of  Rosario.  It  is 
highly  regarded  among  the  South  American  wheats,  although  it  is 
said  to  be  of  uncertain  nature.  Produced  under  climatic  conditions 
which  are  fairly  moist,  it  is  semisoft  in  character.  Barusso  is  Barleta 
or  Ruso  wheat  shipped  from  the  port  of  Bahia  Blanca.  It  assumes  a 
character  of  its  own  by  reason  of  the  cooler  climate  in  which  it  is  grown. 
Baril  is  a  contraction  for  Barleta  and  Ruso.  There  is  no  special  point 
for  loading  this  wheat,  although  it  is  usually  understood  that  the  wheat 
is  shipped  from  Buenos  Aires.  In  general,  the  Argentine  wheats 
are  called  Plate  wheats.  Entre  Rios  is  the  name  given  to  wheat  of 
the  Province  of  Entre  Rios.  It  is  usually  a  hard  wheat  of  good  milling 
quality. 

Fifty-nine  samples  of  Argentine  wheat,  representing  cargo  ship- 
ments from  the  1926  and  1927  crops,  w^ere  received  from  certain 
European  ports  through  the  courtesy  of  the  Superintendence  Co. 
These  samples  were  forwarded  to  the  United  States  Department  of 
Agriculture,  where  they  were  milled  and  baked  in  the  manner  hereto- 
fore described. 

Ten  of  these  cargoes  represented  Baril  wheat,  30  Barusso  wheat, 
15  Rosafe  wheat,  1  Entre  Rios  wheat,  and  3  carried  the  general 
designation  of  Plate  wheat.  Sufficient  of  the  1926  crop  arrived 
in  good  condition  so  that  41  milling  and  baking  tests  were  made. 
Eighteen  milling  and  baking  tests  were  made  on  the  1927  crop. 

The  results  of  the  grading  tests  made  upon  the  various  cargoes  of 
Argentine  wheat  are  found  in  Table  28. 

As  the  Argentine  wheat  was  graded  it  became  apparent  that  this 
wheat  was  not  uniform  in  kernel  type.  In  any  given  sample,  wheat 
kernels  characteristic  of  hard  red  spring  wheat,  hard  red  winter  wheat, 
soft  red  winter  wheat,  and  in  some  instances  white  wheat,  were 
found.  The  relative  proportions  of  the  various  types  of  wheats 
depended  to  a  large  extent  upon  the  particular  commercial  class  of 
wheat  under  discussion.  Some  suggestion  of  the  predominance  of 
these  ty])es  of  kernels  in  the  various  classes  will  be  found  in  the  next 
paragraph. 


88  TECHNICAL  BULLETIN    107,   U.   S.   DEPT.   OF  AGRICULTURE 

Whept  of  the  Baril  class  contained  a  large  quantity  of  typical  hard 
red  spring  wheat.  An  average  of  36  per  cent  of  such  wheat  was 
found  in  the  cargoes  examined.  The  quantity  in  each  cargo  varied 
greatly,  ranging  from  19.6  per  cent  to  91  per  cent.  According  to  the 
samples,  8  of  the  10  cargoes  showed  a  range  in  the  quantity  of  hard 
red  spring  kernels  of  24.9  to  46  per  cent.  Baril  wheat  also  contained 
considerable  quantities  of  typical  soft  red  winter  wheat.  The  aver- 
age quantity  present  was  7.4  per  cent.  As  high  as  13.9  per  cent  and 
as  low  as  0.5  per  cent  were  found  in  the  10  cargoes  examined. 

Fifty-six  per  cent  of  the  Baril  wheat  was  typically  hard  red  winter 
wheat.  The  quantity  of  this  wheat  in  Baril  w^heat  likewise  varied 
greatly,  that  is,  from  43.2  per  cent  to  90.5  per  cent. 

The  cargoes  of  Barusso  wheat  represented  by  the  samples,  were 
characterized  by  a  much  higher  percentage  of  the  hard  red  winter 
types  of  wheat.  This  class  of  wheat,  on  an  average,  contained  77.2 
per  cent  of  typical  hard  red  winter  wheat,  14.2  per  cent  of  typical 
hard  red  spring  wheat,  and  8.4  per  cent  of  typical  soft  red  winter 
wheat. 

As  usual,  there  was  considerable  variation  in  the  relative  propor- 
tions of  each  type  of  wheat  present,  as  the  percentage  of  hard  red 
winter  wheat  varied  from  58.9  to  96.3  per  cent;  the  percentage  of  the 
hard  red  spring  wheat  types  varied  from  4.9  to  35.7  per  cent;  and  the 
variation  in  the  soft  red  winter  wheat  types  was  from  0.8  to  15.8  per 
cent.  Only  an  occasional  quantity  of  white  wheat  w^as  foimd  in  the 
Barusso  wheat. 

An  examination  of  the  samples  of  the  19  cargoes  of  Kosafe  wheat 
showed  them  to  contain  the  greatest  percentage  of  typical  hard  red 
winter  wheat.  An  average  of  79.9  per  cent  of  hard  red  winter  wheat 
was  found  in  this  class  of  wheat.  Soft  red  winter  kernels  were  present 
to  the  extent  of  13.7  per  cent,  whereas  the  quantity  of  hard  red  spring 
wheat  LQ  Eosafe  wheat  was  measurably  less  than  in  either  Baril  or 
Barusso  wheat.  An  average  of  5.8  per  cent  of  typical  hard  red  spring 
wheat  was  noted.     A  few  cargoes  had  a  trace  of  white  wheat. 

The  samples  of  wheat  from  Entre  Kios  were  insufficient  to  form 
the  basis  of  a  discussion  of  the  relative  merits  of  this  commercial  type. 
The  one  sample  available  for  test  indicated  an  exceptionally  good 
cargo. 

Under  the  United  States  grain  standards  act,  w^heat  containing 
mixtures  of  the  various  classes,  either  singly  or  combined,  when  in 
excess  of  10  per  cent  is  graded  as  mixed  wheat. 

Test  w^eight  per  bushel,  the  most  rehable  index  of  the  milling 
quahty,  was  decidedly  low  for  the  1926  crop  in  all  four  commercial 
types  examined.  The  average  test  weight  per  bushel  of  the  7  cargoes 
of  Baril  wheat  was  56.4  pounds.  For  the  22  cargoes  of  Barusso  wheat 
the  test  weight  was  57  pounds,  and  for  the  8  cargoes  of  Kosafe  w^heat 
it  was  54.5  pounds.  The  one  sample  of  Entre  Rios  w^heat  w^eighed 
54.8  pounds  per  bushel.  Under  the  United  States  standards  for 
wheat,  grain  of  these  test  w^eights  would  grade  No.  3,  4,  or  5.  Of  the 
41  cargoes  examined,  87  per  cent  graded  as  No.  3  wheat  on  account  of 
test  weight  per  bushel.  Because  of  the  presence  of  hard  red  spring 
wheat  or  soft  red  winter  wheat  in  the  samples,  the  designation  "mixed" 
would  have  to  be  added  to  the  numerical  grade  designation. 

From  a  grading  standpoint  there  does  not  seem  to  be  any  great 
difference  in  the  quality  of  the  two  commercial  types  of  Argentine 


MILLING   AND   BAKING   QUALITIES   OF   WORLD   WHEATS  89 

wheat,  Baril  and  Barusso.  According  to  the  samples,  in  1926  the 
Bariisso  wheat  was  sUghtly  better,  whereas  in  1927  the  Baril  wheat 
was  slightly  superior.  On  the  other  hand,  in  1926  the  Rosafe  wheat 
was  not  nearly  so  good  as  either  the  Baril  or  the  Barusso  wheat,  and 
was  slightly  inferior  to  these  commercial  types  of  wheat  in  1927. 

The  protein  content  of  the  wheat  of  the  1926  crop  varied  from 
10.03  to  13.55  per  cent.  Most  of  the  cargoes,  however,  had  a  protein 
content  of  between  10  and  11  per  cent.  In  1927  the  protein  content 
of  the  cargoes  varied  between  10.55  and  12.65  per  cent  with  the 
majority  of  the  cargoes  containing  between  11  and  12  per  cent  of 
protein. 

Judged  from  the  milling  data  in  Table  29,  Baril  and  Barusso  wheat 
have  about  the  same  milling  characteristics.  It  took  293  pounds  of 
Baril  wheat  of  the  1926  crop  to  produce  a  barrel  of  flour,  as  compared 
with  295  pounds  of  Barusso  wheat.  In  1927,  the  quality  of  the  wheat 
was  considerably  better.  The  number  of  pounds  of  wheat  of  the 
1927  crop  necessary  to  make  a  barrel  of  flour  from  Baril  wheat  was 
278,  while  for  Barusso  281  pounds  were  required.  The  quality  of  the 
flour  milled  from  both  classes  of  wheat  was  very  similar.  If  anything, 
the  Barusso  wheat  produced  a  slightly  better  quality  of  flour,  in 
respect  to  its  color  and  protein  content. 


90 


TECHNICAL  BULLETIN    197,   U.   S.   DEPT.   OF  AGKICULTUKE 


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MILLING   AND    BAKING   QUALITIES    CF   WORU)   WHEATS 


91 


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92 


TECHNICAL  BULLETIN    197,  U.   S.  DEPT.   OF  AGRICULTURE 


III 


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MILLING  AND   BAKING   QUALITIES   OF  WORLD   WHEATS 


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94  TECHNKJAL   BULLETIN    197,    U.    S.   1)EF1\    OF   AGRICULTURE 

The  Rosaf^  wheat  of  the  1926  crop  was  decidedly  low  in  milling 
quality.  On  an  average  basis,  311  pounds  of  Rosaf^  wheat  were  nec- 
essary to  produce  a  barrel  of  flour.  In  certain  cargoes  330  pounds 
were  needed  for  tliis  purpose.  In  1927  the  quahty  of  Rosafe  wheat 
was  much  better,  but  it  was  not  the  equal  of  Baril  or  Barusso  wheat  of 
either  crop  year. 

There  was  Uttle  difl'erence  in  the  baking  quality  of  the  flour  milled 
from  Baril,  Barusso,  or  Rosafe  wheats  of  the  1926  crop.  (Table  30.) 
There  was  slightly  more  uniformity  in  the  quantity  of  bread  that  could 
be  baked  from  a  given  unit  of  Baril  flour,  and  the  dough  of  Baril  flour 
had  slightly  greater  fermentation  tolerance  than  the  flour  milled  from 
either  Barusso  or  Rosafe  wheat,  but  except  for  these  two  points  no 
marked  differences  in  baking  quahty  were  noted.  The  bread  baked 
from  the  flour  milled  from  the  1927  crop  was  of  about  the  same  quality 
as  that  baked  from  the  1926  crop;  the  yield  of  bread,  however,  was 
slightly  less  than  that  obtained  from  the  flours  milled  from  the  1927 
crop. 

Judged  as  to  baking  quality,  the  Argentine  wheats  can  not  be  con- 
sidered as  strong  wheats,  as  the  flour  milled  from  them  is  lacking  in 
strength.  On  this  account  they  would  not  be  able  to  ''carry"  any 
weaker  wheats  in  a  mill  mix.  On  the  other  hand,  they  appear  to  be 
good  filler  wheats,  as  they  need  but  little  help  from  stronger  w^heats. 

As  compared  with  the  hard  red  winter  w^heats  exported  from  the 
United  States  (average  values  for  the  two  series  of  samples  described 
in  Tables  19  to  24,  inclusive)  the  average  quality  of  the  1926  Argentine 
crop,  aU  three  commercial  classes  considered,  w^as  of  the  following 
order  (the  values  for  the  United  States  export  wheat  being  given 
first):  Dockage,  0.6  per  cent,  as  compared  with  2.2  per  cent;  kernel 
texture,  54.9  per  cent,  as  compared  with  55.8  per  cent;  test  w^eight 
per  bushel,  60  pounds,  as  compared  with  56.3  pounds;  damaged  ker- 
nels, 1.1  per  cent,  as  compared  with  0.8  per  cent;  foreign  material 
other  than  dockage,  1.2  per  cent,  as  compared  wdth  1.3  per  cent; 
flour  yield,  70  per  cent,  as  compared  with  64.6  per  cent;  pounds  of 
wheat  necessary  to  produce  a  barrel  of  flour,  271  pounds,  as  compared 
with  298  pounds;  ash  content  of  flour,  0.52  per  cent,  as  compared 
with  0.49  per  cent;  crude  protein  of  wheat,  10.87  per  cent,  as  com- 
pared with  10.97  per  cent;  crude  protein  of  flour,  9.96  per  cent,  as 
compared  with  10.07  per  cent;  gluten  quality  index,  2.23,  as  com- 
pared with  2.37. 

As  stated  above,  the  grading  and  milling  quality  of  the  Argentine 
crop  was  considerably  better  in  1927  than  in  1926,  but  it  w^as  not 
equal  to  that  of  the  United  States  export  wheats. 

A  study  of  the  baking  quality  of  the  wheats  under  discussion  reveals 
the  following  comparisons  (the  values  of  the  United  States  export 
samples  being  stated  first):  Fermentation  time,  138  minutes,  as  com- 
pared with  128  minutes;  proofing  time,  64  minutes,  as  compared  with 
60  minutes;  water  absorption  of  flour,  57.9  per  cent,  as  compared  with 
55.8  per  cent;  volume  of  loaf,  2,144  cubic  centimeters,  as  compared 
with  2,181  cubic  centimeters;  w^eight  of  loaf,  502  grams,  as  compared 
with  497  grams;  color  score  of  crumb  86,  as  compared  with  87;  tex- 
ture score  of  crumb,  91  in  both  instances;  pounds  of  bread  per  barrel 
of  flour,  289,  as  compared  with  286  pounds. 


MILLING   AND    BAKING   QUALITIES   OF   WOKLD   WHEATS  95 

CHILE 

vKt  The  agricultural  area  of  Chile  is  divided  into  three  sections — north- 
^^OTn,  central,  and  southern.  The  northern  section  includes  the  Prov- 
inces of  Coquimbo  and  Aconcagua;  the  central  section  comprises  the 
territory  between  Santiago  and  Concepcion;  and  the  southern  section 
includes  all  the  lands  south  of  the  Bio-bio  River.  Wheat  is  grown  in 
all  three  sections,  but  chiefly  on  the  land  that  lies  along  the  coastal 
range  and  extends  eastward  to  the  foot  of  the  Andes  and  extends 
between  the  thirty-third  and  forty-second  degrees  of  south  latitude. 
In  the  northern  Provinces,  where  the  temperature  is  warm,  cultiva- 
tion of  wheat  is  dependent  upon  the  availability  of  irrigation  water. 
In  the  south,  and  on  the  island  of  Chiloe,  excessive  rains  become  the 
limiting  factor  of  production.  Plant  disease,  rust  and  smut,  high 
winds,  and  excessive  humidity  also  exert  considerable  influence  upon 
the  production  of  wheat  in  Chile. 

In  1923-24  the  largest  acreage  of  wheat  occurred  in  the  Provinces 
of  Malleco,  Bio-bio,  Kuble,  Cautin,  and  Llanquihue,  in  the  order 
named.  The  production  of  wheat  for  the  crop  years  1924-25  to 
1927-28  averaged  26,000,000  bushels.  A  small  portion  of  this  wheat 
finds  its  way  into  the  export  trade. 

White  'wheat  is  the  predominating  class  of  wheat  grown  in  Chile. 
Durum  wheat,  on  account  of  its  resistance  to  drought,  high  tempera- 
ture, and  plant  disease,  is  grown  to  a  small  extent  in  the  northern 
zone,  particularly  in  the  Province  of  Atacama.  Production  of  durum 
wheat  does  not  exceed  5  per  cent  of  the  crop. 

In  the  central  and  southern  zones  common  white  wheats  predomi- 
nate. In  the  central  zone,  which  is  the  commerciall}^  important  zone, 
the  common  white  wheats  are  cultivated.  The  more  important 
varieties  are  Australiano,  Florence,  Oregon,  and  Richelle  de  Napoles. 
In  the  southern  zone,  on  account  of  their  resistance  to  excessive  rains, 
the  white  club  (Triticum  compacturn)  and  red  winter  varieties  are  the 
important  types.  Prominent  varieties  are  Linaza  and  Colorado  de 
Traiguen. 

Through  the  courtesy  of  Dr.  Alberto  Wiedmaier,  Director  of  I'Esta- 
cion  Experimental  de  la  Sociedad  Nacional  de  Agricultura  Santiago, 
Santiago,  Chile,  samples  of  the  varieties  Australiano,  Florence,  Ore- 
gon, and  Richelle  de  Napoles  were  received  for  study.  In  transmit- 
ting the  samples  the  following  data  relative  to  the  importance  and 
distribution  of  the  varieties  were  appended. 

The  variety  Australiano  originated  in  Chile.  Its  area  of  cultivation 
extends  from  the  Province  of  Aconcagua  to  Concepcion.  It  is  of 
winter  habit  of  semilate  maturity,  but  is  not  resistant  to  red  rust. 
On  this  account  its  cultivation  is  restricted. 

The  variety  Oregon  is  of  Australian  origin.  It  was  introduced  into 
Chile  in  1873  under  the  name  Orange  White  Lammas.  Its  original 
qualities  have  changed  so  favorably  that  it  can  be  considered  as  a 
Chilean  variety.  It  is  a  winter  wheat,  a  good  yielder,  but  unfortu- 
nately is  not  resistant  to  rust.  For  this  reason  the  cultivation  of  this 
variety  has  been  greatly  reduced  in  recent  years.  Its  distribution  is 
similar  to  that  of  Australiano. 

The  variety  RicheUe  de  Napoles  is  a  recent  introduction  into  Chile. 
Its  area  of  cultivation  extends  from  the  Province  of  Coquimbo  to  the 
Province  of  Cautin.  It  is  said  to  be  resistant  to  red  rust,  to  produce 
well,  and  to  .be  of  good  milling  quality. 


96 


TECHNICAL   BULLETIN    197,    V.   S.   DEFf.   OF  AGRICULTUKE 


Florence  is  cultivated  more  than  any  other  variety  in  Chile.  It  is 
grown  principally  in  the  central  and  north  central  zones,  from  the 
Provinces  of  Coquimbo  to  Concepcion.  It  is  reported  to  be  very 
resistant  to  rust  and  to  produce  grain  of  excellent  milling  quahties. 
A  grave  defect  of  this  wheat  is  its  inability  to  tiller;  and  as  it  is  of 
spring  habit,  acre  yields  are  not  so  large  as  are  those  from  the  white 
winter  varieties. 

The  results  of  the  grading,  milling,  and  baking  tests  made  on  the 
varieties  of  wheat  grown  in  Chile  are  found  in  Tables  31,  32,  and  33. 

Table  31. — Wheats  grown  in  Chile:  Description  and  characteristics  of  the  variety 

samples 


6 

1 
1 

21 

1 

Z 
t 

Province 
where 
grown 

Designation 

Predomi- 
nating class 

Grade 

9 

I 

M 

11 

08 

^  ■ 

xi 

« 

fr^ 

t 

1 

1 

1 

1 

OS 

ft 

(^ 

P.ct. 

p.ct. 

Lba. 

Gms. 

p.ct. 

P.ct. 

14226 

Santiago.. 

Florence 

White 

1  Hard  White... . 

0 

82.. 5 

63.5 

5.1' 

0.0 

0 

14228 

...do 

Australiano 

...do 

1  Soft  White 

0 

42.7 

63.0 

5.4 

.5 

0 

14227 

...do 

Oregon 

...do 

do 

0 

14.0 

60.8 

5.1 

.1 

0 

14229 

...do 

Richelle    de 
Napoles. 

...do 

2  Soft  White 

0 

4.4 

59.8 

5.2 

.0 

0 

Table  32. — Wheats   grown  in   Chile:  Milling   properties   of  the   variety   samples 
described  in  Table  81,  and  certain  chemical  constituents  of  the  wheats  and  of  the 
flour  made  from  them 


Flour  yield — 

Test 

Screen- 
ings 

Mois- 
ture of 

Wheat 

weight 

and 

wheat 

Basis 

Basis 
dock- 
age-free 
wheat 

per  bar- 

per 

scour- 

before 

cleaned 

rel  of 

bushel 

ings  re- 

temper- 

and 

flour 

moved 

mg 

scoured 
wheat 

Pounds 

Per  cent 

Per  cent 

Per  cent 

Per  cent 

Pounds 

64.6 

1.3 

13.0 

76.4 

75.4 

258 

64.0 

1.2 

11.9 

72.0 

71.1 

271 

6L9 

.9 

12.9 

71.7 

7L1 

274 

60.5 

1.7 

12.1 

7L3 

70.0 

276 

Color  of  flour 


Milling  char-  i    Texture  of 
acteristics    !        flour 


14226- 
14228. 
14227. 
14229. 


Laboratory 
No. 


14226 
14228 
14227 
14229 


Ash  In 
flour 


Per  cent 

0.48 

.60 

.52 

.51 


Ash  in 
wheat 


Per  cent 
L45 
L79 
1.77 
1.66 


Acidity  of  wheat 

as— 


PH 


Lactic 
acid 


Per  cent 

0.490 

.542 

.451 

.509 


Crude 
protein 

in 
wheat 


Per  cent 
11.40 
7.21 
8.27 
7.59 


Crude 
protein 
in  flour 


Per  cent 
10.67 
6,29 
7.18 
6.72 


Glu- 

tenin  in 

flour 


Per  cent 
3.43 
2.11 
2.25 
2.06 


Gliadin 
in  flour 


Per  cent 
5.71 
2.67 
3.58 
3.24 


Gluten 
protein 
in  flour 


Glu- 
tenin  in 
gluten 
proteins 


Per  cent 
9.14 

4.78 
5.83 
5.30 


Per  cent 
37.53 
44.14 
38.59 
38.87 


Gluten 
quality 
index 
(Gort- 
ner 
angle  b) 


2.26 

2.85 
2.78 
2.88 


MILLING   AND    BAKING   QUALITIES   OF   WORLD   WHEATS 


97 


Table  33 

—Wheats 

grown   in 

ChUi 

;  Baking   properties   of 

the   vari 

3ty   samples 

i 

described  in  Tables  31  and  32 

^^ 

• 

V-l 

•m 

Xi 

XJ 

, 

a 

Q,  ^ 

cS 

es 

ij 

il 

.2 

a 

§■ 

O 

B 

a 

5S 

2 

M 

^a 

O 

5 

o 

o 

Texture 

Shade  of  color 

Color  of 

Break 

and 

shred 

as 

1 

So 

03.2 

a 
5 

be 

1 

o 

o 
O 

of  crumb 

of  crumb 

crust 

Afin- 

Min, 

ti^CS 

utes    P.ct. 

C.  c. 

Om. 

Score 

Score 

Lbs. 

14226 

105 

62  i  61.  6 

2,290 

511 

90 

92 

Good... 

Light  creamy. 

Brown.. 

Fair... 

295 

14228 

109 

61  1  56.3 

1,640 

497 

84 

65 

Poor Very  creamy. - 

Pale 

Poor.. 

287 

14227 

106 

60  ^  55.  1 

1,840 

500 

86 

78 

Fair Creamy 

...do 

...do... 

288 

14229 

99 

60  ;  53. 9 

1,590 

484 

88 

52 

Poor...' do 

...do.... 

...do... 

279 

Without  question,  the  variety  Florence  was  of  outstanding  miUing 
quahty,  as  the  sample  showed  that  it  is  possible  to  produce  a  barrel  of 
flour  with  as  little  as  258  pounds  of  wheat.  The  milling  quality  of 
the  varieties  Australiano  and  Oregon  was  very  good.  The  milling 
quality  of  the  variety  Richelle  de  Napoles,  although  not  of  such  a 
high  level,  was  good. 

From  a  baking  standpoint,  only  the  flour  from  the  variety  Florence 
was  of  excellent  baking  quality.  The  flour  milled  from  the  other 
three  varieties  all  exhibited  outstanding  weaknesses  in  baking  strength. 

URUGUAY 

The  area  now  devoted  to  wheat  production  in  Uruguay  is  very 
small  in  proportion  to  the  total  agricultural  area,  although  it  has 
shown  a  moderate  increase  since  prewar  times.  The  average  produc- 
tion of  wheat  in  Uruguay  for  the  crop  years  1924-25  to  1928-29 
averaged  12,000,000  bushels. 

The  climate  of  Uruguay  is  not  especially  adapted  to  the  growing  of 
wheat.  Kains  are  frequently  excessive  at  seeding  time,  during  May 
and  June,  and  are  often  deficient  when  the  crop  is  reaching  maturity, 
in  October  and  November.  Large  production  losses  are  occasioned 
by  rust  and  high  wdnds.  Excessive  heat  in  the  northwestern  part  of 
the  wheat  section  is  likewise  a  limiting  factor  in  wheat  production. 

In  Uruguay  hard  red  spring  type  of  wheats  predominate.  Some 
durum  wheat  is  grown  in  the  northern  part  of  the  wheat  section. 
White  wheat  and  club  wheats  are  not  grown  in  Uruguay. 

The  variety  Pelon  is  most  widely  grown.  This  variety  is  similar  to 
the  Argentine  variety  Favorito.  As  with  Favorito,  less  acreage  is 
sown  to  Pelon  each  year  on  account  of  its  inferior  milling  and  baking 
qualities.  Pelon  is  of  spring  habit  and  must  be  sown  early  to  insure 
the  best  results. 

Artigas  and  Larranaga,  two  varieties  which  have  recently  been 
distributed  by  the  Institute  Fitotecnico  y  Semillero  Nacional  La 
Estanzuela,  are  being  sown  on  a  larger  scale  on  account  of  their  high 
yielding  qualities  and  good  milling  characteristics.  Both  of  these 
varieties  are  of  spring  habit. 

In  the  Department  of  Paysandu  the  varieties  Rieti  and  Barleta  are 
sown  on  account  of  their  resistance  to  rust  and  to  shattering.  The 
variety  L 'Americano,  a  mixture  of  Rieti  and  Barleta,  is  likewise 
grown  extensively  because  of  its  hardiness  and  good  yielding  qualities. 

Variety  names  are  not  available  for  the  durum  wheats. 
112424°— 30 7 


98 


TECHNICAL   BULLETIN    197,   U.   S.   DEFP.    OF  AGRICULTUKE 


Samples  of  several  of  the  varieties  just  described  were  obtained 
through  the  courtesy  of  G.  J.  Fischer,  subdirector  of  the  Institute 
Fitotecnico  y  Semillero  Nacional  La  Estanzuela.  Milling  and  baking 
tests  were  made  upon  them  in  the  manner  heretofore  described.  The 
names  of  the  varieties  tested  as  well  as  the  data  obtained  are  found  in 
Tables  34,  35,  and  36. 

Table  34. — Wheats   grown  in    Uruguay:  Description   and  characteristics   of  the 

variety  samples 


6 

Place  where  grown 

Variety 

Predomi- 
nating 
class 

Grade 

o 

1 

i| 

1 

s 

It 
i 

II 

15066 
14123 

Agricultural    Ex- 
periment     Sta- 
tion, La  Estan- 
zuela. 

0).. 

Artigas  123.. 
Artigas 

Hard  red 
spring. 

...do 

1  Hard  Spring... 

1  Dark  North- 
ern Spring. 
do 

3  Dark  North- 
ern Spring. 

1  Amber  Durum 
3  Amber  Dunun 
do 

P.ct. 
0 

0 
0 

0 
0 
0 

p.ct. 
97.8 

98.2 
92.6 

92.1 

78.2 
99.7 
97.4 

Lbs. 
63.3 

58.8 
59.7 

63.3 

63.3 
60.3 
59.2 

Gm. 
3.8 

2.9 
2.7 

4.5 

4.3 
3.5 
3.8 

p.ct. 
0.0 

.2 
.0 

5.1 

.1 
4.6 

5.4 

P.ct. 
0 

0 

15064 

15065 

15063 
15061 
15062 

Agricultural    Ex- 
periment     Sta- 
tion, La  Estan- 
zuela. 
do.___ 

do 

do 

do 

Pelon  33  c... 

IV     c     100 

Larra- 

naga. 
Duro  1048_.. 
Dure  106  b-_ 
Duro  106  d-. 

—do 

...do 

Durum.  _. 

...do 

...do 

0 

0 

0 
0 
0 

1  Not  stated. 


Table  35. — Wheats  grown  in  Uruguay:  Milling  properties  of  the  variety  samples 
described  in  Table  34,  and  certain  chemical  constituents  of  the  wheats  and  of  the 
flour  made  from  them 


Labo- 
ratory- 
No. 


15066. 
14123. 
15064. 
15065. 
15063. 
15061. 
15062. 


Test 
weight 

per 
bushel 


Pounds 
64.2 
59.9 
60.9 
64.5 
63.4 
60.3 
59.4 


Screen' 
ings 
and 

scour- 
ings 

remov- 
ed 


Per  cent 
0.9 
L5 
1.0 
LO 
L7 
L7 
L6 


Mois- 
ture of 
wheat 
before 
tem- 
pering 


Per  cent 
11.5 
10.0 

n.7 

12.0 
11.5 

n.4 
n.2 


Flour  yield— 


Basis 
cleaned 

and 
scoured 
wheat 


Per  cent 
71.6 
67.5 
73.5 
73.9 
76.3 
69.4 


Basis 
dock- 
age- 
free 
wheat 


Per  cent 
71.0 
66.5 
72.7 
73.2 
73.4 
68.2 
68.4 


Wheat 

per 
barrel 
of  flour 


Pounds 
270 
283 
264 
263 
261 
281 
279 


Milling 
character- 
istics 


Soft 

...do 

...do 

...do 

Very  hard 

...do 

...do 


Texture 
of  flour 


Very  soft.. 

...do 

...do 

..do 

Granular.. 

...do 

...do 


Color  of  flour 


Visual 


White. 

....do 

do 

....do 

Creamy...... 

do 

Very  creamy 


Gaso- 
line 
value 


1.15 
.89 
L58 
LOl 
L92 
L82 
2.25 


Laboratory 
No. 


15066 
14123 
15064 
15065 
15063 
15061 
15062 


Ash  in 
flour 


Per  cent 
0.53 
.51 
.51 
.41 
.79 
.81 


Ash  in 
wheat 


Per  cent 
L53 
L66 
1.74 
L64 
L65 
L85 
L85 


Acidity  of 
wheat  as— 


PH 


6.67 
6.64 
6.73 
6.63 
6.70 
6.68 
6.64 


Lactic 
acid 


Per  cerd 
0.225 
.207 
.274 
.302 
.300 
.342 
.381 


Crude 
protein 

in 
wheat 


Per  cent 
12.21 
11.47 
10.45 
11.99 
10.44 
13.85 
13.90 


Crude 
protein 
in  flour 


Per  cent 
11.28 
10.56 
9.61 
10.80 
10.02 
13.70 
13.45 


Gluten- 

in 
in  flour 


Per  cent 
3.79 
3.64 
3.18 
3.39 
3.39 
4.77 
4.80 


Gliadin 
in  flour 


Per  cent 
5.85 
5.40 
5.05 
5.90 
5.17 
6.98 
6.74 


Gluten 
protein 
in  flour 


Per  cent 
9.64 
9.04 
8.23 
9.29 
8.56 
11.75 
11.54 


Gluten- 

in  in 

gluten 

proteins 


Per  cent 
39.32 
37.59 
38.63 
36.49 
39.60 
40.59 
41.59 


Gluten 
quality 
index 
(Qort- 

ner 
angle  b) 


2.08 
2.24 
2.80 
L93 
2.80 
2.68 
3.18 


MILLING  AND   BAKING   QUALITIES   OF   WORLD   WHEATS 


99 


Table  36. — Wheats  grown  in  Uruguay:     Baking  properties  of  the  variety  samples 
described  in  Tables  34  and  35 


o 

efl     • 

1 

ll 

1 

5 

1 

.o 

J2 

g 

^3 

> 

■1 

1 

3 

o 

.s 

2  . 

o 

Min- 

Min- 

vies 

utes 

P.d. 

C.c. 

Gm. 

-Score 

Score 

l.SOfifi 

170 

65 

61.1 

1,990 

506 

88 

90 

14123 

125 

59 

56.0 

2,000 

501 

88 

91 

150f)4 

156 

63 

56.7 

1,780 

491 

85 

96 

1.5065 

1.58 

73 

60.7 

2,060 

507 

90 

88 

15063 

1.56 

67 

63.6 

1,660 

520 

86 

85 

15061 

157 

.58 

69.7 

1,970 

515 

85 

88 

15062 

160 

62 

70.8 

1,700 

541 

82 

84 

Shade  of  color  of 
cnimb 


Light  creamy. 

Creamy 

-...do 


Light  creamy. 

Very  creamy 

....do 

Very,  very  creamy 


Color  of  crust 


Brown 

Light  brown 
....do 


Brown 

Foxy  brown 

....do 

....do 


Break  and 
shred 


Fair.. 
Poor, 
.-do. 


Fair 

Poor 

..do 

Very  poor. 


-o  o 

(fl- 
ee 
m 


Lbs. 
291 
289 
283 
292 
300 
297 
312 


Four  of  the  varieties  were  classified  as  hard  red  spring  wheats, 
and  three  were  classified  as  durum  wheats.  The  wheat  of  the  durum 
varieties  was  considerably  damaged,  presumably  at  harvest  time. 
Three  of  the  hard  red  spring  wheat  varieties — Artigas  123,  Pelon, 
and  Larranaga — were  of  excellent  milling  quality.  The  other  hard 
red  spring  variety,  Artigas,  was  of  noticeably  lower  milling  quality. 
Among  the  durums,  the  variety  Duro  1048  was  of  outstanding 
milling  quality;  the  other  two  were  of  questionable  milling  quality. 

As  far  as  baking  quahty  is  concerned,  the  same  order  of  merit 
does  not  obtain  among  the  varieties  with  either  class  of  wheat. 
Whereas  the  hard  red  spring  variety  Artigas  123  was  of  the  best 
milhng  quality,  the  flour  from  the  variety  Larranaga  had  the  best 
baking  quality,  followed  in  order  by  the  varieties  Artigas,  Artigas 
123,  and  Pelon.  Among  the  durum  wheats,  only  the  flour  milled 
from  the  variety  Duro  106  b  was  of  good  baking  quality.  The 
flour  from  the  other  varieties  produced  more  bread  per  barrel  of 
flour,  but  the  quality  of  the  loaf  was  distinctly  inferior. 

Uruguay  exports  some  wheat,  which,  in  the  world  markets  is 
usually  recognized  and  graded  as  Baril  wheat.  The  milling  and 
baking  qualities  of  the  export  wheats  of  Uruguay  are  similar  to 
Argentine  wheat  of  the  Baril  type. 

MILLING  AND  BAKING  QUALITIES  OF  EUROPEAN  WHEATS 

Production  of  wheat  in  all  Europe  is  considerably  greater  than 
the  amount  grown  in  North  America.  The  production  during  the 
crop  year  1927-28,  exclusive  of  Russia,  was  1,413,000,000  bushels, 
whereas  for  North  America  the  figure  was  1,447,000,000  bushels. 

In  Europe  wheat  is  grown  in  29  different  countries.  The  milling 
and  baking  qualities  of  the  wheat  grown  in  22  of  these  countries 
are  discussed  below. 

BELGIUM 

Wheat  production  in  Belgium  is  not  extensive.  From  12,000,000 
to  18,000,000  bushels  of  wheat  are  raised  annually.  This  is  not 
sufficient  for  domestic  consumption,  and  it  is  necessary  to  import 
from  40,000,000  to  45,000,000  bushels,  depending  upon  the  size  of 
the  domestic  crop. 

The  production  of  wheat  is  influenced  markedly  by  climate,  soil, 
and  relief.     The  winters  are  very  irregular;  the  occurrence  of  much 


100         TECHNICAL  BULLETIN    107,   U.   S.   DEPT.   OF  AGRICULTURE 


alternate  freezing  and  thawing  is  very  damaging  to  the  wheat  plants, 
especially  on  the  shallow  soils.  Heavy  freezes  sometimes  kill  the 
plants,  so  that  fields  must  be  resown. 

Cold-air  currents  in  the  Ardennes  in  southwest  Belgium  have  such 
an  important  effect  upon  wheat  that  it  is  often  replaced  by  spelt, 
which  is  more  w^inter-resistant.  On  the  other  hand,  hot  winds 
frequently  damage  wheats  on  sandy  soils,  especially  in  the  districts 
of  Condroz  and  Jurassique.  Spring  wheat  is  frequently  seriously 
damaged  by  long  drought. 

According  to  the  International  Institute  of  Agriculture,  the  white 
wheats  Wilhelmina  and  Double  Stand  Up  are  extensively  grown  in 
Belgium,  especially  on  the  rich  soils  of  Flanders.  Wilhelmina, 
Double  Stand  Up,  and  Reliance,  make  up  about  62  per  cent  of  the 
wheat  grown.  The  following  varieties  make  up  the  remainder: 
Descat  de  Carter,  20  per  cent;  Pansar,  3  per  cent;  Dattel,  3  per  cent; 
Champion  and  Grenadier,  1  per  cent;  and  all  others  6  per  cent. 

Belgian  wheats  are  of  w^inter  habit.  They  are  sown  from  Septem- 
ber to  December,  depending  upon  the  altitude.  Harvesting  usually 
begins  in  August. 

Through  the  courtesy  of  the  director  of  la  Station  d'Amelioration 
des  Semences  de  I'Etat,  at  Gembloux,  Belgium,  samples  of  the  follow- 
ing six  varieties  were  received :  Champion,  Hybride  de  la  Station, 
Hybride  du  Tresor,  Millioen,  Wilhelmina,  and  a  local  variety.  No 
information  was  supplied  relative  to  the  importance  and  distribution 
of  these  varieties.  Only  two  of  the  wheats  mentioned  by  the  Inter- 
national Institute  of  Agriculture  as  being  important  in  Belgium  are 
included  in  the  group  tested.  Three  of  the  varieties — Wilhelmina, 
Millioen,  and  Hybride  de  la  Station — are  white  wheats;  the  other 
three  varieties  are  soft  red  winter  wheats. 

The  results  obtained  from  the  samples  milled  and  baked  in  the 
manner  heretofore  described  are  given  in  Tables  37,  38,  and  39. 

Table  37. — Wheats    grown    in    Belgium:    Description    and    characteristics    of   the 

variety  samples 


1 

e 

_» 

1 

o 

o 

ft 

Place  where 
grown 

Variety 

Predomi- 
nating 
class 

Grade 

1 

1 

8 

bC 

c  a 

C3 

a> 

^ 

x: 

U,a3 

o 

1 

1 

■^ 

B 

a 

;^ 

0 

M 

H 

!^ 

Q 

fc 

P.ct. 

P.ct. 

Lbs. 

Gm. 

P.ct. 

P.ct. 

15245 

Agricultural   Ex- 
periment    Sta- 
tion, Gembloux. 

Local  variety 

Soft   red 
winter. 

1  Red  Winter- 

0.5 

60.2 

4.9 

0.5 

0 

15244 

-—do 

Hybride  du  Tre- 

...do 

2  Red  Winter. 

.2 

68.4 

4.9 

1.0 

0 

15243 

do.. 

Champion 

...do 

4  Red  Winter. 

.0 

57.1 

4.9 

7.4 

0 

15247 

do 

Hybride  de  la  Sta- 
tion. 

Whlte.-.- 

2  Soft  White. 

.5 

22.6 

59.2 

6.0 

2.2 

0 

15248 

do 

Wilhelmina 

...do. 

do 

.0 

54.2 

58.9 

4.2 

1.5 

0 

15246 

do. 

Millioen 

...do 

3  Soft  White. 

.9 

63.0 

57.0 

4.6 

2.8 

0 

MILLING   AND   BAKING 

QUALITIES 

OF  WORLD 

WHEATS 

101 

Table  38. — Wheats  grown  in  Belgium:   Milling  properties  of  the  variety  samples 

described  in  Table  37,  and  certain  chemical  constituents  of  the  wheats  and  of  the 

Hour  made  from  them 

Flour  yield- 

Color  of  flour 

Test 

Screen- 
ings 

Mois- 
ture of 

Wheat 

Mifling 
character- 
istics 

Labora- 
tory No. 

weight 
per 

and 
scour- 

wheat 
before 

Basis 
cleaned 

Basis 
dock- 
age-free 
wheat 

per 
barrel 

Texture  of 
flour 

Gaso- 

bushel 

mgs  re- 

temper- 

and 

of  flour 

Visual 

Une 

moved 

ing 

scoured 
wheat 

value 

Pounds  2 

Per  cent 

Per  cent 

Per  cent 

Per  cent 

Pounds 

15245 

15244 

61.2 
58.4 

2.2 
2.5 

9.8 
9.8 

71.9 
71.1 

70.7 
69.4 

266 
271 

Soft 

Soft 
Ver> 

White 

...do 

0.66 

Very  soft.. 

r  soft.. 

.93 

15243 

58.0 

4.4 

10.0 

69.9 

66.8 

282 

Soft 

—do 

—do 

1.46 

15247 

59.2 

3.0 

9.2 

71.5 

69.7 

268 

...do 

...do 

-.do 

1.17 

15248 

59.7 

2.5 

9.8 

70.1 

68.3 

275 

...do 

...do 

...do 

1.79 

15246 

58.2 

3.5 

10.0 

71.5 

69.6 

271 

...do 

Soft 

...do 

1.00 

Acidity  of 

Laboratory  No. 

Ash  in 
flour 

Ash  in 
wheat 

wheat  as— 

Crude 

.  protein 

in 

wheat 

Crude 
protein 
in  flour 

Glu- 

tenin 

in  flour 

Gliadin 
in  flour 

Gluten 
protein 
in  flour 

Gluten- 
in  in 

pHi 

Lactic 
acid 

gluten 
proteins 

Per  cen 

t  Per  cen 

f. 

Per  cen 

t  Per  cen 

t  Per  cent 

Per  cent 

Per  cent 

Per  cent 

Per  cent 

15245 

0.47 

1.67 

.     0.344 

9.66 

9.18 

2.84 

3.86 

6.70 

42.39 

15244 

.51 

1.60 

.341 

8.23 

7.28 

2.56 

3.21 

5.77 

44.37 

15243 . 

.58 
.52 

1.63 
1.69 

.455 
.416 

9.38 
9.28 

8.16 
8.26 

3.09 

2.84 

3.36 
3.79 

6.45 
6.63 

47.91 

15247 

42.84 

15248 

.52 
.59 

1.62 
1.70 

.412 
.417 

8.23 
8.42 

7.15 
7.14 

2.68 
2.61 

3.01 
3.02 

5.69 
5.63 

47.  10 

15246 -.     - 

46.36 

I" 

1  No  dete 

rminatior 

s  made 

on  accou 

nt  of  nap 

)thalene 

in  sampl 

es. 

*"' 

102 


TECHNICAL   BULLETIN    197,   tJ.   S.   DEPT.   OF  AGRICULTURE 


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MILLING   AND    BAKING    QUALITIES    OF    WORLD    WHEATS         103 

With  but  one  exception,  a  large  yield  of  flour  was  obtained  from 
all  the  varieties  of  Belgian  wheat  tested.  This  is  true  in  spite  of  the 
relatively  low  test  weight  per  bushel  of  the  varieties  of  wheats  involved. 
The  flour  produced  was  of  good  color,  of  a  slightly  high  ash  content, 
but  of  a  low  protein  content.  The  water  absorption  of  the  flour 
milled  from  the  soft  red  winter  wheat  varieties  averaged  56.2  per  cent; 
this  is  an  average  value  for  the  soft  red  winter  wheat  flours  of  American 
origin.  The  water  absorption  of  the  white  wheat  flours  tested  averaged 
55  per  cent;  this  value  is  somewhat  low  in  comparison  with  the  value 
that  is  usually  associated  with  flours  of  a  similar  class  milled  from 
wheats  grow^n  in  North  America. 

As  with  the  soft  w^hite  wheats  of  continental  Europe,  the  Belgian 
flours  lacked  strength.  Loaves  of  bread  baked  from  the  Belgian 
flours  of  both  classes  of  wheats  were  small  in  volume  and  coarse  in 
texture.  From  the  color  of  the  loaf  it  was  apparent  that  these  flours, 
in  addition  to  being  low  in  protein  content,  were  deficient  in  diastatic 
activity.  Blending  these  varieties  with  strong  wheats  appears  to  be 
the  best  way  of  improving  the  baking  quality  of  Belgian  flours. 

BULGARIA 

The  acreage  of  wheat  in  Bulgaria  is  slightly  above  the  pre-war 
level,  and  production  has  increased  rapidly.  As  compared  with  the 
pre-war  average  (1909-1913)  production  of  37,823,000  bushels,  the 
estimated  production  in  1928,  was  50,691,000  bushels.  Exports  are 
variable,  seldom  exceeding  4,000,000  bushels  annually.  The  principal 
wheat-producing  sections  of  Bulgaria  are  Burgas  in  the  eastern  part 
and  Stara  Zagora  in  the  central  part.  The  greatest  territory  of  surplus 
production  is  in  the  north  along  the  Danube  River  opposite  the  great 
wheat  districts  of  Rumania.  Winter  wheat  predominates,  but  sprinsr. 
durum,  and  white  wheats  are  grown. 

The  characteristic  cHmatic  factors  limiting  the  production  of  wheat 
are  autumn  drought  and  winter  freezing,  especially  in  the  mountainous 
sections  and  in  the  interior  of  the  Danubiaii  plain.  In  the  spring, 
droughts  in  April  and  May  are  the  most  harmful  factors.  During  the 
summer,  excess  heat  and  hot  winds  are  damaging  factors. 

In  the  Danubian  section,  drought  is  the  most  damaging.  Winter 
freezing,  rust,  and  scalding  are  common,  especially  in  the  eastern 
coastal  section. 

In  the  interior  comprising  all  the  mountainous  western  sector  and 
the  southwestern  sector,  drought  and  winter  adversities  cause  the 
most  damage  to  the  crop.  In  the  neighborhood  of  Maritsa,  drought 
and  excess  heat  are  the  outstanding  adverse  factors. 

Through  the  cooperation  of  the  department  of  plant  breeding  of  the 
University  of  Sofia  at  Sofia,  Bulgaria,  samples  of  seven  of  the  most 
important  wheat  varieties  grown  in  Bulgaria  were  obtained  for  study. 
Two  of  these  varieties  were  durum  wheats;  three,  soft  red  winter 
wheats;  one,  a  hard  red  winter  wheat;  and  one,  a  white  wheat.  With 
the  exception  of  spring  wheat,  which  occupies  an  acreage  of  minor 
importance,  the  wheats  of  Bulgaria  are  of  winter  habit. 

The  durum  variety  Zagaria  was  grown  in  the  Department  of  Stara 
Zagora,  in  the  south  central  part  of  Bulgaria.  This  variety  is  of  winter 
habit  and  is  said  to  be  representative  of  all  the  durum  wheat  grown  in 
Stara  Zagora.  The  sample  of  the  variety  Red-awned  Zagaria  was 
grown  at  the  agricultural  experiment  station  at  Sad  wo,  in  southern 


104         TECHNICAL   BULLETIN    197,   U.    S.   DEPT.    OF    AGRICULTURE 

Bulgaria.  It  is  representative  of  the  durum  wheat  grown  to  a  limited 
extent  in  southern  Bulgaria. 

Two  of  the  soft  winter  wheat  varieties  were  not  named.  The 
sample  of  the  third,  Tchervenoclassa  Tchervenca  No.  16,  was  grown 
at  the  agricultural  experiment  station  at  Obrastzov,  Tchifiik,  near 
Koustchouk,  northern  Bulgaria.  The  sample  of  the  first  of  the  un- 
named varieties,  which  for  identification  purposes  will  be  called  rod 
winter  A,  was  grown  near  Plevan,  in  the  central  part  of  northern 
Bulgaria.  It  is  said  to  represent  about  99  per  cent  of  all  the  soft  red 
winter  wheat  of  the  imlgare  species  grown  in  northern  Bulgaria.  The 
second  unnamed  variety  of  soft  red  winter  wheat  was  called  red 
winter  B.  This  variety  was  grown  in  the  Province  of  Stara  Zagora, 
and  is  said  to  be  representative  of  most  of  the  soft  red  winter  wheat 
grown  in  southeastern  Bulgaria. 

The  variety  Beloclassa  Tchervenca  No.  84  is  said  to  be  representa- 
tive of  the  hard  red  winter  wheats  grown  in  northern  Bulgaria.  The 
particular  variety  tested  was  grown  at  Obrastzov,  Tchifiik,  near 
Koustchouk,  in  northern  Bulgaria. 

The  variety  of  spring  wheat  presented  was  also  without  a  name. 
However,  it  is  said  to  be  grown  on  only  a  small  scale  on  the  plains  near 
Pirdop,  east  of  Sofia.    It  is  the  only  spring  wheat  grown  in  Bulgaria. 

Only  a  relatively  small  acreage  is  devoted  to  the  production  of  white 
wheat.  The  variety  Pirdopska  Belia  is  the  most  important.  The 
variety  tested  was  grown  at  the  agricultural  experiment  station  at 
Sadvvo,  Bulgaria. 

Data  relating  to  the  grading,  milling,  and  baking  qualities  of  these 
varieties  are  found  in  Tables  40,  41,  and  42.  With  the  exception  of 
wheat  of  the  durum  variety  Red-awned  Zagaria,  all  these  varieties 
were  of  good  milling  quality,  particularly  the  hard  red  winter  wheat 
variety  Beloclassa  Tchervenca  No.  84. 


MILLING   AND    BAKING   QUALITIES   OF   WORLD    WHEATS         105 


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MILLING   AND   BAKING   QUALITIES   OF  WORLD    WHEATS 


107 


Table  42 — Wheats  grown  m  Bulgaria:  Baking  properties  of  the  variety  samples 
described  in  Tables  J^O  and  41 


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293 

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480 

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83 

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do 

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276 

14200 

129 

76 

49.4 

2,340 

477 

88 

92 

Good 

Creamy 

Brown 

Good.. 

275 

From  a  baking  standpoint  the  flour  milled  from  all  classes  of 
Bulgarian  wheat  was  of  greater  baking  strength  than  that  milled  from 
many  of  the  wheats  grown  in  other  parts  of  continental  Europe. 
Considering  the  low  protein  content  of  the  flours  milled  from  some  of 
the  Bulgarian  wheats,  the  resulting  bread  was  remarkably  good. 
However,  except  the  flours  milled  from  the  durum  wheats  and  from  the 
variety  of  spring  wheat,  all  of  the  Bulgarian  wheat  flours  were  lacking 
in  baking  quality  through  their  inability  to  produce  a  large  quantity 
of  bread  from  a  given  unit  of  flour.  It  would  appear,  therefore,  that 
Bulgarian  wheats  are  good  filler  wheats  but  could  not  be  used  as  the 
major  portion  in  a  wheat  blend  where  wheat  of  strong  character  is 
necessary  to  bolster  up  the  quality  of  weaker  wheats. 

CZECHOSLOVAKIA 

The  production  of  wheat  in  Czechoslovakia  is  above  the  pre-war 
level.  In  1928  production  amounted  to  approximately  51,499,000 
bushels.  The  heaviest  wheat-producing  acreages  are  in  the  north- 
western and  south-central  sections  of  the  country.  Large  quantities 
of  wheat  are  imported  annually.  In  1927-28  imports  exceeded 
21,000,000  bushels.  In  Czechoslovakia  the  majority  of  the  wheat 
grown  is  winter  wheat. 

The  outstanding  conditions  that  influence  wheat  production  and 
quality  are  extreme  winter  temperatures  and  summer  storms.  Low 
temperatures  in  the  fall  and  spring  are  frequently  detrimental. 
Owing  to  slow  development,  the  wheat  crop  is  often  caught  in  the 
tillering  stage  by  hot  summer  winds. 

Important  among  the  varieties  of  wheat  grown  in  Czechoslovakia 
are  Dioseg  bearded  winter  wheat  No.  2,  Dregr  Bohemian  red  winter 
wheat  No.  12,  Dregr  winter  B  K2,  and  Sebek  winter-spring  wheat  No. 
1 1 .  Dioseg  bearded  winter  wheat  is  grown  principally  in  southwestern 
Slovakia.  The  Dregr  wheats  are  grown  mainly  in  eastern  Bohemia, 
whereas  Sebek  wheats  are  grown  mainly  throughout  central  Bohemia. 

Through  the  courtesy  of  the  Czechoslovakian  minister  to  the 
United  States,  samples  of  the  four  types  of  wheats  mentioned  were 
sent  from  the  agricultural  experiment  station  at  Prague.  Unfortu- 
nately, those  of  Dregr  Bohemian  red  winter  No.  12,  and  Dregr  winter 
B  Y22,  were  lost  in  transit,  so  that  the  milling  and  baking  quality  of  only 
Dioseg  bearded  winter  wheat  No.  2  and  Sebek  winter-spring  No.  11 
could  be  tested.  The  milling  and  baking  qualities  of  the  latter  two 
varieties  are  given  in  Tables  43,  44,  and  45, 


108 


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MILLING   AND    BAKING   QUALITIES   OF  WORLD   WHEATS         109 

Both  varieties  tested  showed  exceptional  milHng  properties.  From 
a  baking  standpoint,  however,  both  varieties  lacked  strength.  The 
bread  made  from  the  flour  milled  from  Sebek  No.  11,  although  having 
a  fair  volume  of  loaf,  was  very  crumbly  and  coarse  in  texture.  The 
baking  quality  of  the  flour  milled  from  the  variety  Dioseg  No.  2  was 
even  less  desirable  than  that  milled  from  the  variety  Sebek  No.  11. 
The  volume  of  loaf  was  noticeably  low.  The  bread  was  poor  in 
color  and  exceptionally  coarse  in  texture  and  grain. 

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although  of  very  good  milling  properties  are  noticeably  lacking  in 
baking  strength. 

DENMARK 

Wheat  production  in  Denmark  has  increased  about  50  per  cent 
since  before  the  World  War.  In  1928  wheat  production  amounted 
to  12,214,000  bushels.  Imports  of  wheat  run  from  6,000,000  to 
11,000,000  bushels  annually.  Up  to  1928  there  had  been  no  in- 
crease in  imports  since  the  war. 

The  wheat-producing  sections  are  Seeland,  comprising  the  Amts  of 
Copenhagen,  Holbaek,  Soro,  and  Praesto;  and  Fyn,  comprising  the 
Amts  of  Odense,  and  Svendborg.  In  Jutland,  Aarhus,  Vejle,  Skander- 
borg,  Randers,  and  Haderslev,  are  the  wheat-producing  areas.  By 
far  the  greatest  wheat-producing  area  in  Denmark  is  the  Amt  of 
Maribo,  located  on  the  islands  of  Lolland  and  Falster. 

Conditions  for  wheat  growing  are  much  more  favorable  in  Denmark 
than  in  Norway  or  Sweden.  In  spite  of  this,  most  of  the  native 
wheat  is  used  for  livestock,  and  little  is  used  for  bread  making. 

According  to  L.  P.  M.  Larsen,  of  the  Danish  Agricultural  Society, 
at  Copenhagen,  Tystofte  Small  Wheat  11  is  the  most  commonly 
grown  variety.  Tystofte  11  is  a  red  winter  wheat  selected  from 
Squarehead  Master  and  has  been  adapted  and  acclimated  to  Danish 
conditions. 

Pansar,  a  hybrid  of  Squarehead  Master,  is  also  grown.  Its  acreage 
is  reported  to  be  increasing  because  of  its  high  productivity  and 
quality.  Trifolium,  a  selection  from  the  Dutch  white  wheat  Wilhel- 
mina,  is  extensively  grown  because  of  its  winter  resistance.  On  the 
other  hand,  the  cultivation  of  the  variety  Wilhelmina  is  decreasing 
on  account  of  winterkilling. 

The  red  winter  variety  Aben  Dania  is  now  being  introduced. 

Milling  and  baking  tests  of  the  varieties  Tystofte  11,  Trifolium, 
and  Abed  Dania  were  made  possible  through  the  courtesy  of  L.  P.  M. 
Larsen,  of  the  Danish  Agricultural  Society.  The  results  of  these 
tests  are  given  in  Tables  46,  47,  and  48. 

The  milling  quahty  of  the  two  white  wheat  varieties  was  slightly 
below  the  average  for  wheat  of  this  class,  whereas  that  of  the  soft  red 
winter  wheat  variety  was  high.  The  protein  content  of  the  wheats, 
as  well  as  of  the  resulting  flours,  was  low.  With  this  factor  as  a  handi- 
cap, the  resulting  bread  was  small  in  volume,  coarse  in  texture,  and  of 
poor  color.  Blending  with  strong  overseas  vWieats  would  materially 
strengthen  the  flours  milled  from  Danish  wheats. 


110         TECHNICAL  BULLETIN    197,  tJ.   S.  DEPT.   OF  AGRICULTTJKE 


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P.ct. 

43.77 
43.37 
44.95 

Glu- 
ten 

in 
flour 

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din 
in 

flour 

P.ct. 
2.67 
4.27 
3.27 

Glu- 
tenin 

in 
flour 

P.ct. 
2.43 
3.27 

2.67 

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pro- 
tein 
in 
flour 

P.ct. 

7.47 
8.85 
7.14 

Crude 
pro- 
tein 
in 

wheat 

P.ct. 

8.37 
9.77 
8.51 

■Si 

11 

P.ct. 

0.285 
.311 
.311 

CodtD 

Ash  in 
wheat 

P.ct. 
1.66 
1.55 
1.83 

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P.ct. 

0.43 

.47 

.40 

1 

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276 
281 
278 

i 

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P.ct. 

70.8 
69.4 
71.1 

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and 
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P.d. 

71.4 
70.1 
71.5 

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before 
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pering 

P.ct. 
13.1 
13.1 
14.1 

Screen- 
ings 
and 
scour- 
ings  re- 
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P.ct. 
0.9 
1.0 

.8 

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weight 

per 
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Lbs. 
59.3 
58.1 
59.0 

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MILUNG  AND   BAKING   QUALITIES   OF  WORLD   WHEATS         111 

ENGLAND 

Wheat  growing  in  England  is  greatly  affected  by  the  climate.  In 
all  Great  Britain  excessive  rains  and  insufficient  sunshine  contribute 
significantly  to  the  quality  of  the  grain.  Excessive  rains  often  delay 
sowing  in  the  autumn,  and  in  the  winter  they  cause  water  logging  of 
the  soil.  In  the  spring  and  especially  in  the  summer,  excess  rain  may 
cause  lodging  of  the  grain  with  a  resulting  loss  in  quality.  In  the 
northern  counties  alternate  freezing  and  thawing  at  the  close  of  the 
winter  is  harmful. 

Common  w^heats  of  both  spring  and  winter  habits  are  grown;  red 
and  white  wheats  of  winter  habit  and  red  spring  varieties  predominate. 
Very  little  white  wheat  of  spring  habit  is  grown,  nor  are  the  club  or 
durum  species  of  commercial  importance  in  England. 

Eesistance  to  excess  rainfall  and  to  lodging,  and  the  faculty  of 
ripening  during  the  rainy  and  cloudly  period,  constitute  the  essential 
characteristics  of  a  good  English  wheat. 

Through  the  courtesy  of  the  National  Institute  of  Agricultural 
Botany  at  Cambridge,  the  Department  of  Agriculture  of  the  University 
of  Leeds,  and  the  Department  of  Agricultural  Botany  of  the  Uni- 
versity of  Reading,  samples  of  most  of  the  outstanding  commercial 
varieties  of  wheat  now  grown  in  England  were  obtained.  Three  of 
the  varieties  studied  were  spring  wheats,  10  were  soft  red  winter 
wheats,  and  3  were  white  wheats  of  winter  habit. 

In  submitting  the  samples  the  following  general  information  was 
supplied : 

The  red  winter  wheat  Squareheads  Master  is  the  most  widely  grown 
and  the  most  generally  suitable  for  the  different  types  of  soil  in 
England.  Yeoman,  also  a  red  winter  wheat,  is  unique  among  English 
wheats  as  the  only  variety  that  produces  a  flour  suitable  for  making 
shapely  and  well-piled  loaves  of  pleasant  flavor  without  the  addition 
of  strong  wheats  from  abroad.  It  is  particularly  suitable  for  land  in 
good  fertility  and  is  most  widely  grown  in  the  south  and  east  portions 
of  England.  The  red  winter  variety  Little  Joss  is  more  suitable  to 
the  lighter  land  and  is  grown  throughout  England  and  Wales.  Swedish 
Iron,  also  a  red  winter  variety,  is  a  heavy-yielding  wheat  suitable  for 
heavy  soils  and  is  grown  particularly  in  the  northern  part  of  England. 
Other  red  winter  varieties  grown  more  or  less  are  Standard  Red, 
Chevalier,  Crown,  Biffens  Yeoman,  and  Percivals  Fox. 

White  winter  wheats  are  not  so  popular  with  the  English  farmer 
as  are  the  red  wheats,  although  the  white  winter  wheat  Gartons 
Victor  is  widely  grown.  The  white  winter  variety  Wilhemina  is  also 
grown  on  heavy  soils. 

Of  the  red  spring  wheats.  Red  Marvel  is  the  most  important, 
April  Bearded  is  second  in  importance,  and  Red  Nursery  is  least 
important.  The  production  of  spring  wheats  is  fairly  well  spread 
throughout  England  south  of  a  line  drawn  between  the  Mersey  and 
the  Humber. 

The  grading,  milling,  and  baking  data  resulting  from  the  analyses 
of  these  wheats  are  found  in  Tables  49,  50,  and  51. 


Il2         TECHNICAL   teULLETIN    197,   U.   S.   DEPT.    OF  AGRICULTtJRE 


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Milling  and  baking  qualities  of  world  wheats      113 


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114         TECHNICAL  BULLETIN    197,   U.   S.  DEFT.  OF  AGRICULTURE 


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MILLING   AND    BAKING    QUALITIES    OF   WORLD    WHEATS         115 

With  the  exception  of  the  varieties  Biffens  Yeoman  and  Standard 
Red,  all  the  English  wheat  varieties  produced  a  high  percentage  of 
flour  which  compared  very  favorably  with  the  flour  milled  from 
wheats  of  similar  classification  grown  in  any  other  country  In  the 
world. 

The  majority  of  the  English  wheats  did  not  produce  flours  that  were 
well  suited  to  bread  making.  The  loaves  made  in  the  test  were  small 
in  volume  and  very  coarse  in  texture.  The  color  of  the  crumb  and 
crust  was  inferior.  The  flours  lacked  that  characteristic  technically 
described  as  strength.  This  is  emphasized  by  the  low  protein  content 
of  the  flours,  their  low  water  absorption,  and  their  short  fermentation 
time.  The  flour  milled  from  the  variety  Yeoman. II  was  the  only  flour 
regardless  of  class  that  was  of  acceptable  baking  quality. 

An  important  factor  that  has  been  touched  upon  before,  is  the  mois- 
ture content  of  English  wheats.  In  dryness  English-grown  wheat 
can  not  often  compare  with  imported  wheat.  English  wheat,  as 
marketed,  often  contains  more  than  20  per  cent  of  water,  whereas 
Indian  wheat  may  have  as  little  as  10  per  cent,  and  the  average  for 
imported  wheat  of  all  descriptions  is  about  14  per  cent.  Thus  a  miller 
must  pay  less  for  Enghsh  wheat  with  its  high  water  content  than  for 
the  drier  imported  wheat. 

The  faults  of  English  wheat  varieties  outweigh  their  good  qualities 
to  such  an  extent  that  millers  situated  at  the  ports  make  use  of  the 
English  crop  only  when  prices  are  very  low.  Under  the  present  con- 
ditions, with  foreign  wheat  coming  freely  into  the  country  (222,000,000 
bushels  into  the  United  Kingdom  in  1927-28),  port  millers  are  independ- 
ent of  the  home  crop  and  can  almost  ignore  it.  The  inland  miller, 
however,  has  to  utilize  as  far  as  possible  the  crop  grown  in  the  neigh- 
borhood of  his  mills.  When  this  consists  of  the  ordinary  English 
varieties,  large  quantities  of  "strong"  foreign  wheat  must  be  brought 
in  by  rail  to  mix  with  it,  otherwise  the  flour  will  not  produce  loaves  of 
sufficient  volume  to  be  saleable.  Ordinarily  the  proportion  of  English 
wheat  used  in  the  blend  amoimts  to  only  about  20  per  cent  on  an 
average. 

ESTONIA 

Production  of  wheat  in  Estonia  has  increased  tremendously  since 

E re-war  times.     The  average  production  from  1909-1913  was  364,000 
ushels  a  year,  as  compared  with  1,037,000  bushels  in  1928. 
Drought  is  one  of  the  most  striking  climatic  factors  affecting  the 

Production  of  wheat  in  Estonia.     Drought  is  generally  accompanied 
y  late  frosts  which  are  harmful,  in  that  they  injure  the  wheat  seed- 
lings.    Other  harmful   climatic  factors   are   excessive  rains  in   the 
spring  and  summer,  and  sometimes  excessive  heat  in  July. 
Both  fall  and  spring  sowings  are  made. 

The  variety  Sangaste,  a  white  winter  wheat,  comprises  about  60 
per  cent  of  all  the  white  winter  wheat  of  the  vulgare  species  grown  in 
Estonia.  Bearded  spring  wheat  of  no  variety  name  comprises  about 
70  to  80  per  cent  of  all  the  red  spring  wheat  sown.  About  5  per  cent 
of  the  variety  Eubin  is  also  sown  as  spring  wheat.  The  variety 
Marquis  is  now  being  tested  experimentally. 

Samples  of  four  varieties  were  obtained  from  R.  Allman,  of  the 
department  of  agriculture,  at  Tallin,  Estonia.  Milled  and  baked  in 
the  usual  manner,  the  samples  yielded  the  data  given  in  Tables  52, 
53,  and  54.  ' 


116 


TECHNICAL   BULLETIN    197,   U.    S.   DEPT.    OF  AGRICULTURE 


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1.98 
2.02 

1.88 

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tenin 

in 
gluten 
pro- 
teins 

Per 
cent 
36.75 
42.95 
40.23 
34.99 

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pro- 
tein in 
flour 

Per 
cent 

10.34 
8.80 
7.39 

10.49 

Glia- 

din 

in 

flour 

Per 
cent 
6.54 
5.02 
4.41 
6.82 

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ten in 

in 
flour 

Per 
cent 
3.80 
3.78 
2.98 
3.67 

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pro- 
tein in 
flour 

Per 
cent 
11.97 
10.48 
8.82 
12.04 

Crude 
pro- 
tein in 
wheat 

Per 
cent 
12.  45 
10.99 
9.68 
12.50 

11 

Per 
cent 
0.349 
.  332 
.337 
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a 

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Wheat 

per 
barrel 
of  flour 

Pounds 
284 
258 
266 
261 

1 

Basis 
dock- 
age- 
free 
wheat 

Per  cent 
66.4 
73.2 
70.9 
72.0 

Basis 
cleaned 

and 
scoured 

wheat 

Per  cent 
68.2 
74.0 
72.0 
73.3 

Mois- 
ture of 
wheat 
before 
tem- 
pering 

Per  cent 
9.7 
10.2 
10.1 
9.6 

Screen- 
ings 
and 
scour- 
ings  re- 
moved 

Per  cent 
2.6 
1.1 
1.5 
1.8 

Test 
weight 

per 
bushel 

Pounds 
58.1 
62.9 
63.5 
61.7 

m 

14021 
14022 
14020 
14019 

MILLING   AND    BAKING   QUALITIES  OF  WORLD   WHEATS 


117 


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118         TECHNICAL  BULLETIN    197,  IT.  S.  DEPT.   OF  AGRICULTURE 

• 

The  white  winter  variety  Sangaste  was  of  excellent  milhng  quaUty, 
it  was  superior  in  this  respect  to  any  of  the  spring-wheat  varieties. 
Among  the  spring  wheats,  the  miUing  quahty  of  the  variety  Rubin 
was  poor,  whereas  that  of  the  variety  Marquis,  and  Bearded  spring 
were  much  better  than  the  average  for  this  class  of  wheat. 

Baking  strength  of  the  variety  Sangaste  was  very  poor  in  every 
respect.  Among  the  spring  wheats,  the  order  of  merit  as  far  as 
baking  strength  is  concerned,  was  Rubin,  first;  Marquis,  second; 
and  Bearded  spring,  third. 

The  wheats  of  Estonia  are  similar  to  those  of  Latvia,  Lithuania, 
and  Poland,  in  that  they  need  extensive  blending  with  stronger 
wheats  to  improve  their  baking  quality. 

GERMANY 

The  production  of  wheat  in  Germany  is  still  below  the  pre-war 
average,  but  the  trend  is  upward.  In  1926  more  than  95,000,000 
bushels  of  wheat  were  raised,  in  1927  the  production  was  120,522,000 
bushels,  and  in  1928  the  estimated  production  was  142,000,000 
bushels.  Production  of  wheat  does  not  keep  pace  with  home  demands, 
and  it  is  necessary  to  import  large  quantities  from  overseas.  Nearly 
99,000,000  bushels  were  imported  in  1927-28.  Exports  of  wheat 
from  Germany  are  normally  small,  although  in  certain  crop  years 
very  large  quantities  are  exported.  The  production  of  wheat  is 
confined  largely  to  the  common  wheats,  although  some  spelt  is 
grown. 

In  Germany,  winter  adversity,  of  more  or  less  intensity,  and 
excessive  rains  during  the  summer  are  the  outstanding  factors  con- 
trolling the  production  of  wheat. 

According  to  acreages  reported  in  1926  and  1927,  the  important 
wheat-producing  States,  in  the  order  of  importance,  are  Saxony, 
Bavaria,  Lower  Silesia,  Hannover,  Brandenburg,  Brunswick,  Wtirt- 
temberg,  and  Pommerania. 

Wheat  in  Germany  is  largely  faU  sown.  Through  the  selection  of 
winter-resistant  types,  the  area  of  fall-sown  wheat  now  extends  to 
the  extreme  north  of  the  Prussian  plain.  If  the  cultivation  of  fall- 
sown  wheats  becomes  impossible,  they  are  replaced  by  wheats  of 
spring  habit. 

The  varieties  of  wheat  grown  in  Germany  are  of  four  types — local 
wheats,  almost  always  modified  by  selection  to  withstand  adverse 
climatic  conditions;  such  types  as  Squarehead  (Dickkopf  selected); 
hybrids,  obtained  by  crossing  Dickkopf  with  local  varieties;  and 
imported  types  of  Swedish  origin,  such  as  the  variety  Pansar. 

The  distribution  of  any  given  variety  is  regulated  almost  entirely 
by  its  resistance  to  adverse  climatic  conditions.  Three  important 
fall-sown  varieties  are  General  von  Stocken,  Criewener,  and  Dick- 
kopf, and  their  resistance  to  adverse  climatic  conditions  is  in  the 
order  named.  Among  the  spring  wheats  Strubes  roter  Schlanstedter 
is  the  most  extensively  grown.  This  variety  represents  about  50 
per  cent  of  the  spring  wheat.  Other  spring  varieties  are  Bethges 
and  Janetzkis.     These  two  varieties  are  grown  in  the  Baltic  States. 

Samples  of  varieties  of  wheat  reported  to  be  of  commercial  impor- 
tance in  Germany  were  obtained  from  two  sources — the  Wiirttem- 
burg  Landessaatzuchtanstalt  Hohenheim  of  Hohenheim-Stuttgart 
and  Der  von  Arnim'sche  Saatzuchtwirtschaft  of  Criewen.    From  the 


r 


MILLING   AND    BAKING   QUALITIES   OF   WORLD    WHEATS         119 

first  source  samples  of  six  varieties  were  received:  Gabriel  Muhl- 
bachweizen  I,  Jagers  Hohenheimer  Albweizen,  Strubes  roter  Schlan- 
stedter  Sommerweizen,  Hohenheimer  Sommerweizen  25  f,  Hohen- 
heimer Sommerweizen  alte  Zuchtung,  and  Steiners  roter  Tiroler 
Dinkel  (Triticum  spelta).  A  sample  of  only  one  variety  was  received 
from  the  latter  source,  namely,  Criewener  Winterweizen  No.  104. 
In  Wiirttemberg,  spelt  is  as  important  as  fall-sown  wheat  and  is 
considered  by  the  Swabin  farmers,  millers,  and  bakers  as  of  better 
quality  than  the  fall-sown  wheat,  but  no  tests  were  made  on  this 
variety. 

The  results  of  the  tests  made  on  the  wheat  varieties  named  are 
given  in  Tables  55,  56,  and  57.  According  to  the  manner  of  classify- 
ing wheat  in  the  tlnited  States,  the  variety  Hohenheimer  Sommer- 
weizen 25  f,  and  Hohenheimer  Sommerweizen  alte  Zuchtung,  were 
considered  as  hard  red  spring  wheats.  All  the  other  German  varieties 
were  classified  as  soft  red  winter  wheats. 

The  protein  content  of  all  the  varieties,  with  the  exception  of  that 
of  the  variety  Gabriel  Muhlbachweizen  1,  was  excellent  for  the  classes 
of  wheat  in  question. 

The  milling  quality  of  the  German  wheaf  varieties  went  hand  in 
hand  with  their  test  weight  per  bushel  values.  Three  of  the  varieties, 
one  spring  wheat  and  two  soft  winter  wheats,  demonstrated  excellent 
milling  quality.  The  variety  Hohenheim'er  Sommerweizen  alte 
Zuchtung,  largely  on  account  of  its  bushel  weight,  was  of  only  average 
milling  quality.  The  varieties  Gabriel  Muhlbachweizen  1  and  Jagers 
Hohenheimer  Albweizen  w^ere  soft  red  winter  varieties  of  inferior 
milling  quality. 

The  baking  strength  of  the  flour  milled  from  all  of  the  German 
varieties,  with  the  exception  of  that  of  the  variety  Hohenheimer 
Sommerweizen  alte  Zuchtung,  was  not  great.  The  volume  of  the 
loaves  of  bread  in  each  instance  was  somewhat  small  and  the  texture 
and  grain  of  the  crumb  were  poor  and  in  some  instances  crumbly.  The 
color  of  the  crumb  was  also  undesirable. 

As  far  as  baking  performance  is  concerned,  German  wheats  resemble 
in  a  marked  degree  English-grown  wheat. 

GERMAN  EXPORT  WHEATS 

German  export  wheats  are  very  largely  soft  red  winter  wheats. 
Characteristic  of  the  German  export  wheats  of  the  1926  crop  are  those 
described  in  Tables  58,  59,  and  60.  Wheat  of  somewhat  low  test 
weight  per  bushel  was  the  rule.  On  the  other  hand,  the  wheats  were 
clean  and  did  not  contain  an  excessive  quantity  of  damaged  kernels. 
From  a  milling  standpoint  they  produced  a  large  quantity  of  flour  of 
medium  protein  content.  The  ash  content  of  the  flour  was  of  the 
same  order  as  is  obtained  from  straight-grade  flour  milled  from  North 
American  grown  soft  red  winter  wheats.  The  quality  of  the  protein 
in  the  flour,  however,  was  not  good.  This  fact  is  emphasized  by  the 
data  relative  to  the  baking  tests  made  on  these  flours.  The  water 
absorption  of  the  flours  was  distinctly  low,  the  fermentation  time  of 
the  dough  was  very  short,  and  the  resulting  loaf  was  small  in  size, 
poor  in  color,  and  poor  in  texture  of  crumb. 


120         TECHNICAL  BULLETIN    197,   U.   S.   DEPT.   OF  AGRICULTURE 


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MILLING    AND    BAKING    QUALITIES    OF   WORLD    WHEATS 


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122         TECHNICAL  BULLETIN    197,   U.   S.    DEFT.   OF  AGRICULTUKE 


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MILLING   AND    BAKING   QUALITIES   OF   WORLD    WHEATS  123 


GREECE 

Production  of  wheat  in  Greece  has  decreased  since  pre-war  days, 
whereas  imports  have  increased.  Wheat  growing  in  Greece  is 
markedly  affected  by  the  action  of  many  weather  factors,  such  as  the 
quantity  and  distribution  of  rainfall,  high  temperatures,  and  the 
prevalence  of  warm  dry  winds  known  as  siroccos  or  livas.  More  than 
half  of  the  wheat  grown  in  Greece  is  produced  on  the  plains  of  eastern 
Greece,  where  the  climate  is  the  most  uniform  in  the  country.  Wheat 
is  fall  sown.     Spring  wheat  is  not  cultivated  extensively. 

Durum  varieties  and  some  soft  wheat  (soft  red  winter  and  white 
wheat)  constitute  the  wheats  of  commerce.  A  small  quantity  of 
poulard  wheat  is  also  grown.  Samples  from  the  1926  harvest  of  the 
most  commonly  grown  commercial  varieties  were  obtained  from 
M.  I.  Papadakis,  director  of  the  Station  d' Amelioration  des  Plantes, 
at  Larissa,  Greece.  The  names  of  the  varieties  represented  are  given 
in  Table  61. 

Table  61. — Wheats  grown  in  Greece:    Description  and  characteristics  of  the  variety 

samples 


a 

P    ■ 

5  §) 

6 
A 

Region 

Predom- 

£ 

3 

b£)  S 

8 

M 

b 

where 

Variety 

inating 

Grade 

>< 
^ 
"c 

%l 

S 

-o 

^H 

2 

grown 

class 

1 

03 

S5 

t 

fi 

I 

•s 

03 

P.  a. 

P.rt. 

Lbs. 

Gm. 

P.ct. 

p.ct. 

14495 

Pharsala.. 

Camboura. 

Durum . 

2  Amber  Durum 

0.2 

95.4 

58.1 

5.4 

0.3 

1.3 

14494 

...do 

Deves 

...do 

do 

.6 

81.2 

59.9 

4.0 

.0 

.5 

14493 

Larissa 

...do 

...do 

3  Durum.. 

.1 

46.2 

59.2 

4.2 

.6 

.1 

14496 

Kajalar... 

Katranitsa. 

White... 

3   Mixed   (white,  80  per 
cent;   soft   red  winter, 
16.2  per  cent). 

.8 

57.1 

3.7 

4.0 

.1 

Information  accompanying  these  samples  stated  that  the  crop  year 
represented  was  normal.  The  variety  known  as  Deves,  sample 
No.  14493,  was  described  as  a  hard  wheat  grown  on  the  plains  o' 
Larissa,  upon  soils  of  ordinary  fertility.  This  variety  is  cultivated 
almost  exclusively  in  the  plains  of  Thessaly,.  except  on  the  very  moist 
soils,  and  is  combined  with  a  little  soft  wheat  for  growing  in  centra. 
Macedonia.  As  far  as  quality  is  concerned,  it  represents  the  type  o." 
average  production  in  Oriental  Thessaly. 

A  second  variety  of  Deves,  sample  No.  14494,  is  described  as  being 
grown  on  fertile  soils  in  the  locality  of  Pharsala.  It  represents  the 
type  of  hard  wheat  grown  in  Thessaly  upon  fertile  soil,  especially  in 
Occidental  Thessaly. 

The  variety  Camboura  is  described  as  a  hard  wheat.  It  is  said  to 
be  grown  in  the  locality  of  Pharsala,  and  on  the  fertile  soils  around 
the  Lake  of  Capais. 

The  variety  Katranitsa  is  described  as  a  soft  wheat.  Its  area  of 
distribution  is  in  Occidental  Macedonia,  in  the  locality  of  Kajalar. 

Classified  according  to  the  United  States  standards  for  wheat,  the 
varieties  Deves  and  Camboura  are  durum  wheats,  whereas  the  wheat 
represented  by  the  variety  Katranitsa  is  a  mixture  of  soft  red  winter 
and  soft  white  wheat..  Results  of  the  grading,  milling,  and  baking 
tests  made  on  these  wheats  are  given  in  Tables  61,  62,  and  63. 


124         TECHNICAL  BULLETIN    197,   U.   S.  r)EPl\   OF  AGRICULTURE 


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MILLING   AND   BAKING   QUALITIES   OF  WORLD   WHEATS         125 

Two  of  the  three  varieties  of  durum  wheat  were  of  average  milling 
quality;  the  third  variety,  Camboura,  was  below  average  quality. 
The  flour  milled  from  the  durum  varieties  was  typical  of  durum  wheat 
flour,  being  granular  in  texture,  high  in  ash  content,  and  of  a  light- 
yellow  color. 

The  milling  quality  of  the  wheat  labeled  Katranitsa  was  only 
average. 

The  bread-making  qualities  of  the  flour  milled  from  the  durum 
varieties  was  not  good.  A  small  loaf  of  very  coarse  texture  was 
obtained  from  each  baking.  The  bread  baked  from  the  flour  milled 
from  the  variety  Deves,  sample  14495,  was  decidedly  poor  in  baking 
strength,  even  though  the  flour  contained  a  very  high  percentage  of 
protein. 

As  compared  with  the  durum  wheats  produced  in  North  America 
or  Russia,  the  durum  wheats  of  Greece  are  most  noticeably  weak  in 
gluten  quality. 

HUNGARY 

Wheat  is  the  outstanding  cereal  in  Hungary.  The  trend  of  wheat 
acreage  is  upward  and  now  stands  slightly  above  the  pre-war  level. 
The  heaviest  areas  of  production  are  in  the  west  and  southwest  of 
Hungary.  In  1928  a  production  of  99,211,000  bushels  exceeded  the 
pre-war  average  by  approximately  28,000,000  bushels.  Exports  of 
Hungarian  wheat  amount  to  about  20,000,000  bushels  annually,  large 
quantities  of  it  going  to  Austria  and  Czechoslovakia.  The  climate  of 
Hungary  greatly  influences  the  production  and  quality  of  the  wheats, 
as  it  is  marked  by  extremes  of  temperature  and  rainfall.  Drought  is 
harmful  in  the  autumn,  winter,  and  spring,  being  most  severe  in  the 
spring.  In  the  autumn,  drought  delays  seeding  and  leaves  the  plants 
susceptible  to  winterkilling.  Low  temperatures  in  the  autumn  and 
in  the  spring  are  also  harmful.  Summer  storms  frequentl}^  cause 
lodging,  and  on  the  plains  of  Theiss,  scalding  is  especially  damaging, 
as  the  May  temperature  frequently  reaches  86°  F. 

The  native  wheats  are  relatively  hardy  but  are  not  high  yielding. 
They  have  been  improved  by  selection  until  the  following  varieties  are 
becoming  acclimated:  Eszterhaza,  Hatvan,  Bankut,  Szekacs,  and 
Ozora.  White  winter,  white  spring,  club,  and  durum  wheats  are 
not  grown  in  Hungary  to  any  considerable  extent. 

Through  the  courtesy  of  John  Suranyi,  agronomist  of  the  agricul- 
tural experiment  station  for  plant  industry  at  Nagyarovar,  Hungary, 
samples  of  four  varieties — Eszterhaza  No.  18,  Eszterhaza  No.  163, 
Bankut  No.  5,  and  Hatvan  No.  1153 — were  obtained.  Results  of  the 
grading,  milling,  and  baking  tests  are  given  in  Tables  64,  65,  and  66. 

When  the  samples  were  examined  upon  arrival  in  the  United  States, 
the  varieties  Eszterhaza  No.  18  and  Hatvan  No.  1135  were  classified 
as  soft  red  winter  wheats,  the  variety  Bankut  was  classified  as  a  hard 
red  winter  wheat;  the  variety  Eszterhaza  No.  163  was  classified  as  a 
hard  red  spring  wheat. 

As  a  result  of  the  milling  tests  made  on  these  four  varieties,  it  was 
evident  that  the  milling  quality  of  three — Bankut  No.  5,  Eszterhaza 
No.  18,  and  Hatvan  No.  1153 — was  exceptionally  good.  The  milling 
quality  of  the  variety  Eszterhaza  No.  163,  the  spring  wheat  variety, 
was  noticeably  lower. 

All  the  flours  were  deficient  in  baking  quality,  as  evidenced  by  the 
short  fermentation  time  of  the  dough  and  the  small  size,  poor  color,  and 
coarseness  of  the  loaf  of  bread  baked  from  dough. 


126         TECHNICAL   BULLETIN    197,    U.   S.   DEPT.    OF  AGRICULTURE 


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MILLING   AND    BAKING   QUALITIES   OF  WORLD   WHEATS         127 


IRELAND 

IRISH  FREE  STATE 


The  acreage  under  wheat  in  Ireland  has  decUned  rapidly  and 
continuously,  from  1847,  when  the  maximum  acreage  was  671,500 
acres,  to  1925,  when  the  acreage  was  22,000  acres — the  lowest  figure 
yet  recorded  for  this  crop.  Since  1925  there  has  been  a  small  but 
significant  increase  in  production,  and  in  1927  the  area  devoted  to 
wheat  production  was  34,500  acres.  In  1928  the  acreage  devoted  to 
wheat  in  the  Irish  Free  State  was  31,500  acres.  The  principal  causes 
for  the  decline  are  the  ease  of  procuring  grain  in  large  quantities  from 
overseas  countries;  the  relatively  low  price,  better  quality,  and  lower 
moisture  content  of  imported  grain;  and  the  changes  in  the  agri- 
cultural system  in  Ireland  toward  increased  production  of  livestock 
and  livestock  products. 

Climatic  conditions  are  less  favorable  to  the  production  of  wheat  in 
the  Irish  Free  State  than  to  oats  and  barley.  The  rainfall  is  high, 
and  difficulty  is  experienced  in  preparing  the  land  and  in  sowing  large 
acreages  of  wheat.  In  former  years  this  difficulty  did  not  arise  to  the 
same  extent,  as  wheat  was  then  widely  grow^n  in  small  plots,  much  of 
the  cultivation  being  done  by  manual  labor. 

According  to  M.  Caffrey,  acting  head  of  the  seed-propagation  divis- 
ion of  the  University  of  Dublin,  the  following  varieties  of  wheat  are  of 
commercial  importance  in  the  Irish  Free  State:  White  Stand-Up, 
Queen  Wilhelmina,  Yeoman,  Ked  Chaff,  White,  Squareheads  Master, 
Red  Fife,  and  April  Red.  The  varieties  White  Stand-Up  and  Wil- 
helmina probably  constitute  70  per  cent  of  all  the  wheat  grown.  Both 
fall  and  spring  plantings  are  made.  Sowings  to  winter  wheat  take 
place  in  October  and  November.  In  some  of  the  southern  areas 
winter  varieties  are  sown  as  late  as  the  first  week  in  February.  Sow- 
ings of  spring  wheat  are  made  in  March  and  in  the  beginning  of  April. 
Harvesting  extends  from  mid-August  to  mid-September. 

The  Department  of  Agriculture  of  the  Irish  Free  State  is  giving  con- 
siderable attention  to  the  propagation  of  improved  varieties  of  wheat 
for  cultivation.  Two  of  these — Red  Stettin  13  and  Cooney  Island — 
are  said  to  produce  flour  of  excellent  baking  strength.  Neither,  how- 
ever, were  grown  in  a  commercial  way  in  1927. 

Through  the  courtesy  of  the  Department  of  Agriculture  in  Dublin, 
samples  of  the  varieties  Yeoman,  Red  Stettin  13,  and  Cooney  Island, 
were  obtained  for  milling  and  baking  studies,  from  wheat  grown  at  the 
Albert  Agricultural  College  Farm,  Glasnevin,  Leinster  County,  in 
1926.  It  was  stated  that  the  crop  year  was  very  bad.  Data  resulting 
from  the  tests  made  on  these  varieties  of  wheat  are  given  in  Tables  67, 
68,  and  69. 


128         TECHNICAL   BULLETIN    197,    U.   S.   DEP1\   OF  AGRICULTURE 


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130         TECHNICAL  BULLETIN    197,   V.   S.   DEPT.   OF  AGRICULTURE 

The  milling  quality  of  the  varieties  Yeoman  II  and  Red  Stettin  13 
was  very  good ;  that  of  Cooney  Island  was  well  below  the  average  for 
this  class  of  wheat. 

The  baking  strength  of  all  the  wheats  was  weak,  the  weakness  of 
Cooney  Island  being  more  noticeable  than  that  of  Yeoman  II  and 
Red  Stettin.    Yeoman  II  was  the  best  variety  in  baking  strength. 

NORTHERN    IRELAND 

In  Northern  Ireland  the  trend  of  wheat  production  has  been 
markedly  downward  since  1860,  when  78,000  acres  were  devoted  to  its 
cultivation.  In  1925  only  4,000  acres  were  devoted  to  wheat;  in  1928, 
5,000  acres  were  used. 

Excessive  rain  in  the  autumn,  winter,  and  spring  is  the  chief 
hindrance  to  wheat  growing.  Insufficient  sunshine  during  the  summer 
likewise  hinders  the  production  of  high-quality  wheat. 

Varieties  of  wheat  similar  to  those  grown  in  England  and  Scotland 
are  found  in  Northern  Ireland.  Squareheads  Master  represents  about 
45  per  cent  of  the  winter  wheat.  The  variety  Yeoman  is  gro^\^l  both 
as  a  winter  and  spring  wheat  and  represents  about  20  per  cent  of  the 
winter- wheat  acreage.  Benefactor  represents  about  20  per  cent  of 
the  winter- wheat  acreage.  There  is  a  local  variety  known  as  Red 
Chaff  Red,  the  characteristics  of  which  have  not  been  described. 

Through  the  courtesy  of  Ian  W.  Seaton,  of  the  Ministry  of  Agri- 
culture at  Belfast,  sufficient  sample  material  of  the  four  prominent 
varieties  mentioned  was  sent  for  milling  and  baking  purposes.  The 
samples  represented  Benefactor,  Squareheads  Master,  and  Yeoman, 
grown  at  Dromara,  County  Down,  Northern  Ireland  and  Red  Chaff 
Red,  grown  at  Armagh,  county  of  Ulster. 

Unfortunately,  because  of  loss  in  transit,  not  enough  of  the  sample 
of  the  variety  Yeoman  was  received  to  make  a  milling  and  baking 
test  possible.  Of  the  three  other  varieties,  Squareheads  Master  had 
the  highest  milling  quality,  followed  in  order  by  Red  Chaff  Red  and 
Benefactor. 

From  a  baking  standpoint,  the  flour  milled  from  the  local  variety 
appeared  to  be  slightly  greater  in  strength  than  the  flour  milled  from 
the  other  two  varieties. 

From  a  milling  standpoint  the  quality  of  the  wheat  grown  in  the 
Irish  Free  State  is  similar  to  that  raised  in  England  and  Scotland.  As 
to  baking  strength,  the  flour  milled  from  the  wheats  of  either  the  Irish 
Free  State  or  Northern  Ireland  is  somewhat  superior  to  that  of  the 
flour  milled  from  wheats  raised  in  England  and  Scotland.  Flour  from 
wheat  of  similar  classes  grown  in  North  America  has  much  greater 
baking  strength. 

ITALY 

The  trend  in  wheat  acreage  has  been  upward  during  recent  years 
and  now  stands  above  pre-war  figures.  '  Production  in  the  five  years 
1924-1928,  inclusive,  averaged  over  210,000,000  bushels  annually. 
About  43  per  cent  of  the  land  in  Italy  is  arable,  and  of  this  about  54 
per  cent  is  in  cereals.  Approximately  67  per  cent  of  the  cereal  acreage 
is  sown  to  wheat. 

Italy's  imports  of  wheat  make  up  over  one-fourth  of  its  requirements. 
In  1927-28  the  quantity  imported  was  nearly  88,000,000  bushels. 


MILLING  AND   BAKING   QUALITIES    OF  WORLD   WHEATS         131 

Wheat  is  grown  under  a  wide  variety  of  conditions.  The  most 
dense  wheat  areas  are  in  the  north  of  the  peninsula  in  the  compart- 
ments of  Emilia  and  The  Marches  and  in  the  extreme  south  of  the 
island  of  Sicily.  Approximately  20  to  25  per  cent  of  the  production 
consists  of  durum  wheat.  This  class  of  wheat  is  largely  produced  in 
the  southern  half  of  the  country,  the  heaviest  acreages  being  in  Com- 
pania  and  on  the  island  of  Sicily.  A  small  quantity  of  durum  wheat  is 
produced  along  the  northeastern  Adriatic  coast.  Wheat  yields  are 
higher  in  the  northern  sections  than  in  the  southern  sections,  but  the 
acreage  trend  is  more  strongly  upward  in  the  southern  sections  than 
in  the  north.  The  wheat  grown  in  Italy  is  predominantly  of  common 
type  {Triticum  vulgar e).  It  is  of  winter  habit,  with  some  exceptions  in 
the  north  and  at  the  higher  altitudes. 

Through  the  cooperation  and  courtesy  of  the  Creal  Culture  Insti- 
tute of  Pisa  and  the  Institute  of  Cereal  Culture  at  Bologna,  Italy, 
samples  were  obtained  of  a  number  of  the  important  wheat  varieties 
grown  in  Italy. 

The  varieties  sent  from  Pisa  with  notes  on  their  relative  importance 
and  distribution  were  the  following:  (1)  Dauno  8,  a  variety  of  durum 
wheat  cultivated  in  southern  Italy,  on  the  islands,  and  in  some  dis- 
tricts of  the  Provinces  of  Latium  and  Maremma;  (2)  Campio  4,  the 
predominating  soft  red  winter  wheat  variety  grown  in  the  Province  of 
Lucca,  Tuscany,  most  suitable  for  lands  of  poor-to-medium  fertility 
and  for  locahties  susceptible  to  rust;  (3)  Ardito,  a  bearded  soft  red 
winter  variety  grown  widely  throughout  Italy,  particularly  in  the  Po 
Valley  on  very  fertile  land;  (4)  Carlotta  Strampelli,  a  soft  red  winter 
variety  grown  extensively  some  years  ago  in  northern  and  central 
Italy  on  soils  of  medium-to-good  fertility,  but  now  being  replaced 
by  such  varieties  as  Inallettabile  and  Ardito  Gen  til  Kosso;  (5)  Cascola, 
a  soft  red  winter  wheat  adapted  to  lands  of  medium-to-poor  fertility, 
and  most  widely  grown  in  Tuscan  Maremma;  (6)  Gentil  Kosso 
Aristato  8,  a  soft  red  wheat  suitable  for  land  of  poor-to-medium 
fertility,  grown  on  the  Pisan  plain;  (7)  Rieti  11,  a  soft  red*  winter 
wheat  cultivated  in  the  central  and  northern  sections  of  Italy  on 
medium-fertile  land  and  in  sections  where  rust  is  prevalent;  (8) 
Varrone,  a  soft  red  winter  wheat  growTi  only  in  the  fertile  soils  of  the 
plains  of  central  and  northern  Itlay;  (9)  Gentil  Rosso,  the  most  promi- 
nent soft  red  winter  wheat  grown  in  central  and  northern  Italy, 
especially  suitable  for  hilly  land  of  good  fertility,  and  also  used  toward 
the  end  of  the  winter  as  a  spring  wheat;  (10)  Gentil  Rosso  46,  a  soft 
red  winter  wheat  of  late-maturing  habit,  adapted  to  plain  or  hill 
country  in  Tuscany  and  in  Umbria  and  in  other  parts  of  northern  and 
central  Italy;  (11)  Gentil  Rosso  Semiaristato  48,  a  soft  red  winter 
wheat  widely  grown  with  good  results  in  northern  and  central  Italy; 
(12)  Inallettabile  96,  a  soft  red  winter  wheat  variety,  widely  grown  in 
the  fertile  sections  of  northern  and  central  Italy  on  account  of  its  high 
productivity,  early  maturity,  and  disease  resistance  (this  variety  has 
replaced  Inallettabile  38,  and  Vilmorin  Originario);  (13)  Vilmorin 
Originario,  a  soft  red  wheat  resistant  to  lodging,  but  late  maturing  and 
susceptible  to  rust;  (14)  Rusciola,  a  soft  red  winter  wheat  grown 
especially  in  The  Marches  and  in  Umbria;  (15)  Vittorio  Veneto,  a 
soft  winter  wheat  still  in  the  introductory  stage;  (16)  Inallettabile  3, 
a  soft  wheat,  with  white  kernels,  grown  widely  on  the  fertile  lands  of 
the  Tuscan  plain;  (17)  Inallettabile  8,  a  white  wheat  of  good  pro- 


132         TECHNICAL  BULLETIN    197,    U.   S.   DEPT.   OF  AGRICULTURE 

ductivity  and  rust  resistance  but  only  sparsely  grown;  (19)  Mentana,  a 
white  wheat  of  good  productivity  and  early  maturity,  of  increasing 
popularity,  grown  extensively  on  fertile  land  in  central  and  northern 
Italy;  (20)  Duro  di  Randazzo,  a  Polish  variety  cultivated  in  some 
districts  of  Sicily  and  Maremma;  (21)  Civitella  65,  a  poulard  variety 
most  widely  grown  in  Tuscan  Marenama,  suitable  for  firm  and  slightlj^ 
damp  ground;  and  (22)  Mazzocchio,  a  poulard  variety  largely  culti- 
vated m  the  hilly  parts  of  Tuscany,  particularly  in  the  Province  of 
Florence. 

The  sample  of  the  variety  Cologna  31,  a  red  winter  wheat  grown  in 
Venetia,  Piedmont,  and  Emila,  and  to  a  lesser  extent  elsewhere,  w^as 
received  from  the  Cereal  Culture  Institute  at  Bologna.  Other  varieties 
represented  by  samples  from  this  institute  were  Inallettabile  96, 
previously  described;  Marzuola  87,  a  spring  wheat  coming  into  com- 
mon cultivation;  Ardito,  previously  described;  and  two  varieties  of 
durum  wheat,  one  of  the  variety  Cencelli  of  Strampelli,  and  the  other 
of  the  variety  name  Saragolla. 

The  milling  and  baking  data  resulting  from  the  study  of  the  ItaUan 
varieties  are  shown  in  Tables  70,  71,  and  72. 


MILLING  AND   BAKING  QUALITIES   OF  WOULD   WHEATS         133 


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MILLING   AND    BAKING   QUALITIES    OF  WORLD   WHEATS 


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136         TECHNICAL   BULLETIN    197,    U.    S.   DEFT.   OF  AGRICULTURE 

The  durum  varieties  were  of  average  milling  quality.  No  out- 
standing yield  of  flour  was  noted.  Only  one  variety,  Saragolla, 
evidenced  good  baking  strength.  The  other  two  varieties,  Dauno  8 
and  Cencelli,  revealed  themselves  as  of  poor  baking  strength,  for  the 
resulting  bread  was  exceptionally  low  in  volume  and  coarse  in  texture. 

On  an  average,  the  milling  quaUty  of  the  soft  red  winter  varieties 
was  good.  There  were  several  exceptions,  but  good  yields  of  flour 
were  obtained  in  the  majority  of  instances. 

Of  the  white  varieties  tested,  one  was  of  excellent  milling  quality 
and  two  were  of  average  milling  quality.  The  flour  milled  from  all 
of  the  red  winter  wheats  was  lacking  in  baking  strength;  the  texture 
of  the  bread  was  never  good  and  was  seldom  even  fair.  Volume  of 
loaf  was  also  distinctly  below  the  average  for  this  class  of  flour  in  the 
majority  of  the  tests.  That  the  defects  in  the  resulting  loaf  were 
the  result  of  lack  in  baking  strength  is  further  emphasized  by  the 
short  fermentation  tolerance  of  the  doughs,  by  the  low-water  absorp- 
tion of  the  flour,  and  by  the  break  and  shred  of  the  finished  loaf. 

The  baking  qualities  of  the  white  wheat  varieties  were  no  better 
than  those  of  the  red  winter  varieties. 

As  is  usual  with  Polish  and  poulard  wheats,  most  of  the  flour  was 
of  an  inferior  baldng  quahty. 

LATVIA 

Cultivation  of  wheat  in  Latvia  has  increased  materially  since  the 
pre-war  period.  According  to  the  Minister  of  Agriculture,  about 
0.05  acre  of  wheat  per  capita  was  sown  in  1923,  whereas  before  the 
World  War  0.035  acre  per  capita  was  sown.  There  has  also  been  an 
increase  in  yield  per  acre  since  pre-war  times,  owing  to  better  seed 
and  cultural  methods.  Even  so,  the  need  for  imported  wheat  is 
greater  than  ever.  In  1924-25  there  was  nearly  as  much  wheat 
imported — 1,963,000  bushels — as  was  produced,  indicating  a  con- 
sumption of  about  2  bushels  per  capita.  Increased  consumption  is 
also  stimulated  by  the  replacement  of  rye  by  wheat.  Wheat  pro- 
duction in  1928  was  2,499,000  bushels. 

Both  spring  and  winter  wheats  are  produced  in  Latvia,  the  winter 
wheat  giving  the  highest  yields.  Durum  wheat  has  been  tried,  but 
only  for  a  short  time. 

Late  spring  frosts  constitute  the  most  harmful  weather  factor  so 
that  May  is  the  most  critical  month  in  the  development  of  the  crop. 
Hot  summers  are  comparatively  rare.  Spring  wheat  is  more  often 
damaged  by  drought  than  by  excessive  heat.  Excess  rains  during  the 
late  stages  of  development  of  the  crop  as  well  as  during  harvest  cause 
losses.  The  autumn  and  winter  are  generally  favorable  to  wheat 
production. 

Samples  of  five  varieties  of  wheat  of  commercial  importance  in 
Latvia  were  obtained  from  the  seed-selection  station  at  Stende, 
through  the  courtesy  of  the  Department  of  Agriculture  of  Latvia. 
Two  of  these  varieties  (samples  15517  and  15519)  were  described  as 
local  summer  varieties  of  spring  habit.  Wheat  represented  by  sample 
15520  was  described  as  a  hard  summer  wheat,  and  wheats  represented 
by  samples  15518  and  15521  were  said  to  be  of  winter  habit.  The 
varieties,  fisted  by  selection  number  as  well  as  their  area  of  distribu- 
tion are  shown  in  Table  73  with  the  data  on  the  grading  of  these 
samples, 


MILLING   AND   BAKING   QUALITIES   OF  WORLD   WHEATS         137 


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MILLING   AND    BAKING   QUALITIES    OF   WORLD    WHEATS 


139 


The  milling  quality  of  all  the  wheats  (Table  74)  was  very  good. 
The  durum  variety  exhibited  the  best  milling  quality,  followed  in 
order  by  the  soft  red  winter  wheats  and  the  spring  wheats. 

The  halving  quality  of  the  flour  milled  from  the  durum  wheat 
(Table  75)  ranked  first,  whereas  the  baking  quality  of  the  flour 
milled  from  the  other  four  varieties  was  of  the  same  order  as  their 
milling  quality. 

UTHUANIA 

Production  of  wheat  in  Lithuania  has  increased  considerably  over 
the  pre-war  average.  The  1909-1913  average  production  was  3,264,- 
000  bushels,  whereas  in  1928  a  production  of  6,327,000  bushels  was 
estimated.  Sowings  of  wheat  in  Lithuania  are  affected  chiefly  by 
drought,  frosts,  and  excessive  rains.  In  the  spring  and  summer, 
frosts  and  drought  on  the  one  hand  and  frosts  and  excessive  rains  on 
the  other  markedly  influence  the  growing  of  wheat. 

Common  white  wheats  {Triticum  vulgare)  are  the  most  prominent, 
although  some  common  red  winter  wheats  are  grown.  Both  classes  of 
wheat  are  fall  sown,  from  August  to  mid-September. 

For  the  milling  and  baking  study,  samples  of  fwe  varieties  of 
Lithuanian  wheats  were  obtained  through  the  courtesy  of  L.  Rud- 
zinski,  director  of  the  plant-breeding  experimental  station,  Dotnuva, 
Lithuania.  These  wheats  were  not  given  variety  names,  and  are 
referred  to  by  serial  number.  Two  varieties  were  soft  red  winter 
wheats,  and  three  were  white  wheats.  All  the  samples  tested  were 
grown  at  the  Moscow  plant-breeding  station  in  1922.  Data  secured 
from  the  analysis  of  these  samples  are  given  in  Tables  76,  77,  and  78. 


Table   76. — Wheats  grown  in  Lithuania: 

Description 

and 

characteristics  of 

the 

variety   sa?nples 

1 

CO 

II 

"« 
S 
■« 

8 

o 

a 

|o 

Labor- 
atory 
No. 

Place  where 
grown 

Variety- 

Predominating 
class 

Grade 

1 

•SI 

& 

o 

"i 

'S 

1 

£^ 

Q 

M 

^ 

^ 

fi 

(S° 

P. 

P.ct. 

P.ct. 

Lbs. 

Om. 

P.ct. 

ct. 

13677 

Plant-breeding 
station,  Dot- 
nuva. 

No.  A-2411- 

Soft  red  winter. 

1  Red  Winter. 

0 

61.8 

4.2 

0.7 

0 

13675 

do 

No.  2524.... 

do 

2  Red  Winter. 

0 

59.7 

4.3 

2.6 

0 

13975 

do 

No.  2671... 

White 

1  Hard  White. 

0 

'79."  2' 

61.6 

4.0 

.6 

0 

13673 

do 

No.  2267.-. 

.—-do... 

2  Soft  White— 

0 

59.5 

59.5 

3.7 

2.4 

0 

1  13674 

do 

No.  1814.  __ 

do 

1  Sample  too  small  for  grading,  milling,  and  baking. 


140         TECHNICAL  BULLETIN    197,    U.   S.   DEPT.   OF  AGRICULTTJRE 


Is 


1-1 

I?- 


X;  e 


Gluten 

quality 

index 

(Gort- 

ner 
angle  b) 

1.62 
1.90 
2.15 
1.95 

Glu- 
tenin 

in 
gluten 
pro- 
teins 

P.d. 
44.23 
46.90 
37.28 
42.78 

Gluten 
pro- 
tein 
in 
flour 

P.ct. 
9.18 
8.39 
9.12 
8.93 

Glia- 

din 

in- 

flour 

P.d. 
5.12 
4.46 
5.72 
5.11 

Glu- 
tenin 

in 
flour 

P.d. 
4.06 
3.93 
3.40 
3.82 

Crude 
pro- 
tein 
in 
flour 

P.d. 
10.82 
9.98 
10.57 
11.25 

Crude 
pro- 
tein 
in 

wheat 

P.d. 

11.67 
11.07 
10.74 
11.66 

Ik 

P.d. 

0.273 
.252 
.  366 
.313 

a 

H 

P.d. 
1.65 
1.63 
1.69 
1.63 

Ash 

in 

flour 

P.d. 

0.40 

.42 

.54 
.41 

*.4 

5 
O 

:^^f,^ 

> 

White 

—do 

Creamy... 
...do 

iiii 

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J  d  d  o 

Wheat 

per 

barrel 

of 

flour 

Pounds 
284 
284 
253 
271 

3 

Basis 
dock- 
age- 
free 
wheat 

Basis 
cleaned 

and 
scoured 

wheat 

p.ct. 
68.6 
68.9 
75.7 
72.7 

Mois- 
ture of 
wheat 
before 
tem- 
pering 

P.d. 

11.5 
12.0 
10.0 
12.4 

Screen- 
ings 
and 
scour- 
ings  re- 
moved 

.oo>o«>oo 

a,' 

Test 
weight 

per 
bushel 

Lbs. 
62.3 
61.0 
62.0 
60.7 

Lab- 
ora- 
tory 
No. 

13677 
13676 
13975 
13673 

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MILLING   AND    BAKING   QUALITIES   OF   WORLD    WHEATS         141 

The  soft  red  winter  wheat  varieties  were  below  the  average  in  milUng 
quahty.  On  the  other  hand,  the  niilhng  quahty  of  the  white  wheats 
was  very  good.     This  is  particularly  true  of  the  variety  No.  2761. 

The  baking  quality  of  one  variety  of  soft  red  winter  wheat,  No. 
A-2411,  was  noticeably  weak.  That  of  its  mate,  sample  No.  2524^ 
was  much  better.  Although  the  variety  No.  2761  had  an  excellent 
milling  performance,  its  baking  properties  were  very  poor — poorer 
than  any  of  the  other  varieties.  The  second  white  wheat  variety, 
No.  2267  had  shghtly  weaker  properties  than  did  the  red  winter  var- 
iety No.  2524.  Blending  with  stronger  imported  wheats  would  be 
helpful  in  stabilizing  the  baking  strength  of  Lithuanian  wheats. 
Otherwise  they  would  be  more  useful  if  made  into  biscuits,  crackers, 
or  pastry. 

NETHERLANDS 

Aimual  production  of  wheat  in  the  Netherlands  averages  about 
6,000,000  bushels,  of  wliich  only  a  small  portion  is  used  for 
home  consumption.  Most  of  the  home-grown  wheat  is  used  for  mix- 
ing with  strong  imported  wheats,  of  which  some  30,000,000  bushels 
are  used  annually  in  order  to  regulate  the  baldng  quality  of  the  flour 
milled  from  the  wheat  grown  in  the  Netherlands.  Some  of  the  wheat 
grown  in  the  Netherlands  is  exported,  largely  to  Belgium  and  Germany 
for  mixing  purposes  and  for  biscuit  making. 

The  Provinces  that  produce  wheat,  in  the  order  of  their  importance 
in  acreage  according  to  the  average  figures  for  the  crop  years  1921- 
1925,  are  Zeeland,  Groningen,  South  Holland,  North  Holland,  Lim- 
burg,  North  Brabant,  Gelderland,  Friesland,  Utrecht,  and  Overijssel. 
More  than  half  of  the  wheat  crop  is  fall  sown. 

Wilhelmina,  the  chief  winter  variety,  is  a  white  wheat.  Produc- 
tion of  this  variety  is  on  the  increase  because  of  its  winter  resistance, 
high  productivity,  and  good  quahty.  There  are  other  winter  wheat 
varieties,  but  at  least  75  per  cent  of  them  are  derivatives  of  Wilhel- 
mina, and  their  quahty  is  similar. 

Red  winter  wheat  is  not  popular  with  the  farmers  of  the  Netherlands 
because  the  Dutch  trade  does  not  like  red  wheats.  Consequently 
little  is  grown,  although  small  acreages  are  foiuid  in  the  Provinces  of 
Limburg  and  Zeeland. 

Spring  wheat  is  little  grown  in  the  Netherlands.  It  is  found  prin- 
cipally in  the  northern  part  of  the  country  in  sections  where  winter 
wheat  has  been  winterkilled  or  could  not  be  sown  on  account  of  bad 
weather.  About  80  per  cent  of  the  spring  wheat  in  the  Netherlands  is 
grown  in  the  Province  of  Groningen.  A  small  acreage  of  spring  wheat 
is  also  found  in  North  Holland.  The  most  important  spring  variety 
is  Japhet. 

On  request,  samples  of  several  of  the  more  important  varieties  of 
wheat  grown  in  the  Netherlands  were  received  from  the  Director 
General  of  Agriculture,  at  S'Gravenhage,  and  were  subjected  to  the 
milling  and  baking  tests  previously  described. 

Samples  of  three  winter  varieties — Wilhelmina,  Algebra,  and 
Witte  Dikkop  III — ^were  sent  from  the  Province  of  Groningen.  All  are 
white  wheats.  The  variety  Wilhelmina  represents  55  per  cent  of  the 
wheat  acreage  in  Groningen.  Twelve  per  cent  of  each  of  the  varieties 
Algebra  and  Witte  Dikkop  III  was  also  grown  in  Groningen, 


142         TECHNICAL   BULLETIN    197,   V.   S.   DEPT.    OF  AGRICULTURE 

vSamples  of  three  winter  varieties  and  one  spring  variety  were  sent 
from  the  Province  of  North  Holland.  These  consisted  of  a  second 
sample  of  Wilhelmina,  one  sample  each  of  the  white  varieties  Imperial 
II-A  and  Millioen  III,  and  a  sample  of  the  spring-sown  variety 
Japhe  t-Zomer  t  arwe . 

Seventy-seven  per  cent  of  the  wheat  acreage  in  North  Holland  is 
sown  to  Wilhelmina,  10  per  cent  to  the  variety  Imperial  II-A,  10  per 
cent  to  the  spring  variety  Japhe t-Zomertarwe,  and  2  per  cent  to  the 
variety  Millioen  III. 

From  the  Province  of  Zeeland,  samples  of  three  winter  varieties  were 
sent —  Wilhelmina,  Millioen  III,  and  Pantser  III.  '>  In  the  Province  of 
Zeeland  over  85  per  cent  of  the  acreage  is  sown  to  Wilhelmina,  5  per 
cent  to  Millioen  III,  and  2.5  per  cent  to  Pantser  III.  Pantser  III 
is  a  red  winter  wheat  of  Swedish  origin.  Data  relative  to  the  grad- 
ing, milling,  and  baking  tests  are  given  in  Tables  79,  80,  and  81. 

Whereas  it  was  possible  to  mill  out  a  large  quantity  of  flour  from 
the  wheats  grown  in  the  Netherlands,  this  flour  lacked  baking  strength 
to  a  very  noticeable  degree,  as  was  true  with  the  wheats  grown  in 
Belgium,  England,  Ireland,  and  Scotland.  Loaves  of  bread  made 
from  such  flour  were  small  in  size,  coarse  in  texture,  and  of  a  very  pale 
external  appearance.  It  is  apparent  that  the  flour  milled  from  wheat 
grown  in  the  Netherlands  is  better  adapted  to  the  making  of  biscuits, 
crackers,  and  such  commodities  in  which  gluten  of  good  strength  is 
not  essential.  This  weakness  is  apparently  recognized  by  the  millers 
of  the  Netherlands  as  they  import  30,000,000  bushels  of  wheat  from 
overseas  for  blending  and  mixing  purposes. 


Milling  and  baking  qualities  of  world  wheats      143 


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144         TECHNICAL  BULLETIN    197,    U.   S.  DEPT.   OF  AGRICULTURE 


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MILLING  AND   BAKING   QUALITIES   OF  WORLD   WHEATS         145 

NORWAY 

K^Production  of  wheat  has  increased  in  Norway  since  the  World  War. 
*Wheat  now  occupies  5  per  cent  of  the  total  acreage  devoted  to  cereals, 
whereas  in  1913  the  acreage  devoted  to  similar  purposes  was  only  3 
per  cent. 

The  main  wheat  area  lies  south  and  west  of  Oslo  (Christiania)  and 
comprises  the  Prefectures  (Fylke)  of  Ostfold,  Akershus,  Buskerud, 
Vestfold,  and  Telemark.  These  prefectures  produce  about  75  per  cent 
of  the  w^heat  grown  in  Norway. 

The  chief  factors  adverse  to  the  growing  of  wheat  are  excessive  rain 
in  western  Norway,  low  temperatures,  and  short  summers. 

About  98  per  cent  of  the  wheat  grown  in  Norway  is  spring  wheat. 
Practically  all  the  spring  wheat  varieties  in  use  are  native.  They  are 
all  early-maturing  forms  of  common  wheat,  having  long,  lax,  flattish, 
red  heads  and  hard  red  kernels. 

There  are  two  main  types  of  Norwegian  spring  wheat :  The  Borsum 
type,  with  awnless  ears  {Triticum  vulgare  variety  milturum),  and  the 
bearded  Ostby  type  {Triticum  vulgare  YSLTiety  Jerrugineum) .  Varieties 
of  the  first  type  are  predominant  throughout  the  entire  spring-wheat 
area.  The  second  type  is  grown  to  some  extent  in  the  Prefecture  of 
Vestfold,  and  more  sporadically  in  other  districts. 

Winter  wheat  is  grown  to  a  limited  extent  in  the  districts  surround- 
ing Oslof  jord.  The  most  commonly  grown  winter  wheats  are  native 
varieties. 

In  order  to  compare  the  milling  and  baking  qualities  of  the  more 
important  Norwegian  wheat  varieties,  five  samples  were  obtained  from 
the  Norwegian  Department  of  Agriculture.  Three  of  these — Borsum 
wheat,  Ostby  wheat,  and  Aas  wheat — represented  commercial  types. 
The  two  other  varieties,  J.  03  and  Mo.  07,  are  pure  varieties  of  spring 
wheat  being  developed  by  Knut  Vik,  of  the  School  of  Agricultural 
Science,  University  of  Norway.  The  variety  J.  03  is  a  development 
from  a  native  spring  wheat;  Mo.  07  originated  from  Montana  wheat. 
In  the  United  States  these  wheats  would  be  classified  as  spring  wheats. 
Datarelative  to  their  milling  and  baking  properties  are  given  in  Tables 
82,  83,  and  84. 

The  milling  quality  of  the  Norwegian  wheat  varieties  was  good,  as 
they  all  produced  a  high  percentage  of  flour  and  wxre  of  high-test 
weight  per  bushel.  Their  protein  content  was  not  high  and  was  some- 
what below  that  usually  associated  with  spring-wheat  varieties. 

As  to  baking  strength,  the  flour  milled  from  all  the  varieties  was 
outstandingly  weak.  The  loaves  of  bread  made  from  these  flours  were 
small  in  volume,  poor  in  color,  and  very  coarse  in  texture  and  grain 
of  crumb.  The  baking  strength  of  the  variety  Aas  was  noticeably 
poor.  As  compared  with  wheats  of  the  same  class  grown  in  North 
America  and  in  Russia,  the  baking  quality  of  the  Norwegian  wheats  is 
inferior. 

112424°— 30 10 


146         TECHNICAL  BULLETIN    197,   U.   G.   DEPT.   OF  AGRICULTURE 


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148         TECHNICAL   BULLETIN    197,   U.   S.   DEPT.    OF   AGRICULTURE 

POLAND 

Acreage  devoted  to  wheat  production  in  Poland  has  showTi  a 
moderate  upward  trend  since  the  World  War,  but  has  not  yet  attained 
pre-war  levels.  Wheat  occupies  only  about  5  to  6  per  cent  of  the  cul- 
tivated area.  Importations  of  wheat  usually  cover  from  10  to  30  per 
cent  of  the  country's  requirements.  The  most  intensive  wheat  area 
is  in  southeastern  Poland,  but  the  highest  yields  are  obtained  in  north- 
west Poland.  The  climate  of  Poland  is  characterized  by  dry  falls  and 
cold  springs  and  summers  that  are  almost  always  too  wet  for  wheat 
culture.  Winter  wheats  predominate,  although  durum  and  spring 
wheats  are  grown.  Sowing  takes  place  in  the  central  and  southern 
districts  during  early  September,  but  in  the  eastern  section  it  is  con- 
siderably earlier.  White  wheats  predominate  and  are  grown  in  all 
sections,  especially  in  the  north  and  central  portions,  because  of  their 
resistance  to  winter  killing.  Swedish  red  winter  wheats  are  popular 
as  they  are  even  more  resistant  to  cold  than  are  the  white  wheats. 

Samples  of  four  varieties  of  wheat,  all  of  the  1926  crop,  identified  by 
number,  were  received  from  the  Government  Institute  of  Agricultural 
Research,  located  at  Pulawy,  Poland.  Only  three  were  large  enough 
to  mill.  Classified  according  to  their  kernel  characteristics  one 
represented  a  spring-wheat  variety,  one  a  durum  variety,  and  one  a 
white  variety. 

These  samples  were  graded,  milled,  and  baked  as  usual.  The 
resulting  data  are  given  in  Tables  85,  86,  and  87.  Each  variety  was 
of  good  milHng  quality.  The  test  weight  per  bushel  was  excellent  and 
the  yield  of  flour  a  little  better  than  average  for  the  class  of  wheat  in 
question.  From  a  baking  standpoint,  however,  the  flour  from  only 
the  white  variety  approached  the  qualifications  of  a  good  flour.  The 
loaf  of  bread  baked  from  the  spring-wheat  flour,  although  of  good 
volume,  showed  that  the  flour  lacked  strength  and  stability,  as  the 
texture  and  grain  of  the  crumb  were  poor.  The  same  facts  are  true 
for  the  flour  milled  from  the  durum  variety.  From  the  meager  data 
at  hand,  it  would  appear  that  Polish  wheats  should  be  blended  with 
imported  wheat  to  regulate  their  baking  quality. 


MILLING   AND   BAKING   QUALITIES   OF  WORLD   WHEATS 


149 


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MILLING  AND   BAKING   QUALITIES   OF  WORLD    WHEATS         151 
RUSSIA    (UNION  OF  SOCIALIST  SOVIET   REPUBLICS) 

Before  the  World  War,  Russia  led  the  world  in  both  acreage  and 
production  of  wheat,  but  owing  to  the  low  yield  per  acre  (average  10 
bushels)  Russia's  lead  in  production  was  slight.  During  the  early 
post-war  period,  Russian  wheat  production  suffered  a  catastrophic 
decHne,  but  since  1925  it  has  reached,  and  in  some  years  exceeded, 
the  pre-war  level.  During  the  period  1925-1928,  Asiatic  Russia  ac- 
counted for  approximately  40  per  cent  of  the  Russian  wheat  produced. 

Three  prime  factors  luiite  to  enforce  the  location  of  the  wheat  belt 
in  the  south  and  southeast  of  Russia.  They  are  climate,  soil,  and 
location  with  regard  to  shipping  ports. 

Severe  winter  temperatures  in  north  and  central  Russia  make  winter 
wheat  production  hazardous.  As  a  result,  the  great  winter  wheat 
region  is  in  the  south  and  southeast  of  European  Russia  and  is  com- 
prised largely  of  the  areas  of  the  Ukraine  and  North  Caucasus.  In 
Asiatic  Russia,  winter  wheat  is  grown  in  Transcaucasia  and  Turkestan 
(Russian  central  Asia.) 

Spring  wheat  is  an  important  crop  in  the  south  and  southeast 
areas,  but  the  areas  of  production  extend  further  northward  both  in 
Europe  and  Asia.  The  most  important  parts  are  the  middle  and 
lower  Volga,  in  Bashkir-Orenburg,  North  Caucasus,  Ukraine,  and 
Ural  region,  which  lie  partly  in  Europe  and  partly  in  Asia,  and  Siberia 
and  Kazak-Kirghiz,  and  to  a  lesser  extent  in  Transcaucasia  and 
Turkestan. 

RUSSIAN    VARIETIES 

Through  the  assistance  of  A.  Kol,  chief  of  the  bureau  of  plant 
introduction.  Institute  of  Applied  Botany,  located  at  Leningrad, 
Soviet  Russia,  samples  of  40  varieties  of  wheat,  representative  of  the 
wheat  now  commercially  important  in  Russia,  were  received.  The 
names  of  the  varieties  and  the  location  at  which  they  were  grown 
are  given  in  Table  88. 

All  varieties  except  the  durum  were  of  the  vulgare  species  of  wheat. 
Classified  according  to  the  United  States  standards  for  wheat  5  of 
these  varieties  were  hard  red  spring  wheats,  11  were  hard  red  winter 
wheats,  9  were  soft  red  winter  wheats,  13  were  durum  wheats,  and  2 
were  white  wheats. 

The  protein  content  of  the  Russian  varieties  was  outstanding.  In 
every  instance  the  percentage  of  protein  was  very  high. 

All  of  these  varieties  were  graded,  milled,  and  baked  in  the  same 
manner  as  in  the  other  tests.  The  results  are  given  in  Tables  88,  89, 
and  90. 


152 


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l-*OC0O00CS-«t<C^Tj<iMOC0C0t^lM-^OO»0»CO0C05t~-O0i<CQ0eS 

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;co(NO 

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•^•^eoc^05Tt<o>-ic<ir-Ht^05C^ooiCr-(ooocoot^-^t^c^tcoc<ic^co 
o  (N  cs  ci  — ■  o  IN  (N  <m'  cj  — ■  -H  o  o;  o  o  01"  05  C5  o;  o  o  ci  ci  o  o  o  o*  o 


i>C«OC^OO»000'^COOC^»0-^OOCCC05CC^«0»OCO'OOiC5wCJCOOCt^CO 

;  ci  r-J  rt"  .-i  .-i  rH  rt"  ci  ci  ci  ci  ci  ^*  c<i  ci  ci  eo  ci  ci  ci  ci  i-!  .-i  .-h  ci  ec  ci  ci  co 


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C0-*C0-^i0-«futlC>C-^-^iCC0-^-*'*"OOOOO 

t^t^t^t^oooocooocior^t^?5c^?5?5c^ 


MILLING  AND   BAKING   QtJALltliES  OF  WORLD   WHEATS         155 


ec  c^<  (^5  im'  c4  csi  (r4  r^' 


PSt^iouoe^oosTt* 


ec  o  (N  --<  t^'  !>•"  ao  tx3 


00  ic  o  t--'  ■*'  ■^'  •^"  "5 


I  O  «5  "O  O  CO 

«C  ^*  T^J  CO  oc  ci  o"  o 


oooooo^oico-^ 
to  c<i  -^  CO  05  o  o  ^ 


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to*  to'  O  CO  co'  CD*  CO* ' 


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■^  00 1^  t^  00 


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t^  Tti  lO  ■*  ■* 


gg; 


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156 


TECHNICAL  BULLETIN    107,   tJ.   S.  DEPT.   01^  AGRlCULTtJEE 


o 
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11 

o  g 

C3 


03  3 


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£  ©  £:  .Sf  ©  2i  © 


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;  -H 1-1  o>  o  ^  c 


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■  CO  oi  aJ  >-<'  c>  tc  SO  ic 


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o>  ;  ;doo>o>  ;  ;  :o  ;> 


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o  .5-    '  C^.h  00    10    •    ■  o  .fa  C  o  o  .h 

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t^C»<X0000"OCT>O00- 


o<oQOe5C^Oooe<?t^oo>o>o(Noooot^oo-*<Nooooo5i^»OQO''t'r^Tt<( 
oot^oooooooot^i^cjot^t-i^t^oooot^t^oooooot^ooi-t^oooot^oooot^i 


_it^^^aoccoc»oo<»ot^oio<Meo(Mooo>oooocioot^coi^^ecaiccoo 

^QCO— i05QOa>C^'-i(MOCiOC0OOO00a>— lOOCMOOQOJOOOS 


000000000000000000000  ococccoooc; 

--»CCT>OOOcy50CClOOCSlO-<(NO'-i>-'5  00l-OCCl^OO'-^'*COCSO;t--CC 
TfOOOJO'-iOt^O^O'-^OCl^iCO  0(M-^'-'-^Tt<r-<cOC5Cit^'-^05CCt^ 

cs -H*  ^' c^"  es  es' ^*  cs"  of  es*  c^r  >-H  rt  c<r  (^f  r-^*  es  ci~  c^f  CM  cs  e^r  c>f  c^ 


Olr^c0-*00O-«l<— leS' 


icoict-coic-Hocooooiooec— iOao-<*'OCS 


i'*;^t^-^CT>^-H^ooioioo>^t^oo3^e<5o6»ces-^e2050t--3"r:-r:- 

>50t^«00»0»OOCOOiOiO»C>00»0«0»OS050'0»0«DOO»C«OtCtt'^'^ 


CCCSTjfiO 


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■<*<»OTj<eseoofCMe«5ccoooo'*>/;-*Mfo-«*'eott<Tj-Tf«Tt<  —  —  —  005 


>oo050t^t^cs«OTticr5ioooi^-^Tt<u^c«5C»!C>r;es-^c«3  —  M-^ioao«=a5fo 
icoco'<*'co->*iiCTj<ioio«n'i<'^ioiro'Tt<'«s<'^ocT>ooooo5i350iOcO'^«o 
.t^t^t^t^r^ooooooooesot-t^c^esescscsesoiC350icscsoo 


MILLING   AND    BAKING   QUALITIES    OF   WORLD    WHEATS         157 

It  is  apparent  that  the  hard  red  winter  wheats  had  the  best  miUing 
quahty  among  the  five  classes  of  Russian  wheats  tested,  as  it  required, 
on  an  average,  approximately  265  pounds  of  wheat  to  produce  a  barrel 
of  flour.  Next  in  order  of  merit  were  the  durum  wheats,  followed  by 
the  soft  red  winter  wheats  and  the  hard  red  spring  wheats.  The 
samples  of  white  wheats  were  not  sufficiently  large  to  make  it  safe  to 
draw  conclusions. 

j  Baldng  strength  of  the  flour  milled  from  the  durum  wheats  was, 
I  individually  and  collectively,  excellent.  This  is  evidenced  by  the 
I  high  water  absorption  of  the  flour,  the  long  fermentation  time  of  the 
i  dough,  the  large  size  of  the  loaf,  and  the  high  scores  for  grain  and 
texture  of  the  crumb  of  the  loaf.  High  bread  yields  were  also  associ- 
ated with  the  durum  wheat  flours. 

The  baking  data  associated  with  the  hard  red  winter  wheat  flours 
show  that  these  flours  were  lacking  in  strength.  Whereas  volume 
of  loaf  averaged  fairly  high,  the  other  factors  indicative  of  good 
strength,  such  as  a  good  grain  and  texture  of  the  crumb,  were, 
in  a  number  of  instances,  very  poor.  Six  out  of  the  eleven  hard  red 
wheat  varieties  tested  were  noticeably  deficient  in  baldng  strength. 

The  poorest  baking  quality  of  all  was  associated  with  the  soft  red 
winter  wheat  flours.  Four  of  the  nine  varieties  tested  produced  flour 
that  baked  into  bread  of  very  poor  quality.  The  fermentation  time 
of  the  soft  wheat  doughs  averaged  considerably  shorter  than  is  usual 
with  soft  red  winter  wheat  doughs. 

The  baldng  strength  of  only  two  of  the  hard  red  spring  wheat  flours 
was  sufficiently  high  to  call  them  of  good  quality.  Of  the  other  three 
varieties,  the  baldng  strength  of  two  was  very  poor  and  that  of  the 
third  variety  was  somewhat  below  average. 

The  baking  qualities  of  the  two  white  wheat  varieties  were  above 
the  average  for  this  class  of  wheat. 

If  a  comparison  is  made  of  the  baking  quality  of  these  Russian 
varieties  and  those  of  similar  classes  grown  in  North  America,  it  is 
apparent  that  only  the  Russian  durum  wheat  varieties  had  as  great 
baking  strength  as  those  varieties  grown  in  North  America.  The 
Russian  spring  and  winter  wheats,  in  spite  of  their  very  high  protein 
content,  displayed  weakness  in  baldng  strength  too  frequently  to  be 
called  the  equals  of  North  American  wheats.  The  Russian  white 
wheats  appeared  to  have  very  good  baking  quality. 

RUSSIAN    EXPORT    WHEATS 

No  export  shipments  of  Russian  grain  were  available  for  this  study. 
However,  a  general  suggestion  regarding  their  quality  is  made  by 
Kent-Jones  0,  jp.  37),  who  says: 

Before  the  war,  Russian  wheats  were  plentifully  used  by  English  millers,  but 
since  1914  they  have  been  scarce.  A  number  of  consignments  have  arrived  this 
year  [1926],  however,  and  they  appear  to  maintain  their  pre-war  features.  They 
are  fairly  glutinous,  containing  10.5  to  13.5  per  cent  protein,  although  the  gluten 
is  of  a  flowy  nature.  They  lack  stability.  They  usually  weight  58  to  62  pounds 
(imperial)  to  the  bushel.  Rye  is  the  important  impurity,  and  unless  removed 
before  milling,  tends  to  accentuate  the  lack  of  stability.  The  north  Russian 
wheats  shipped  from  Baltic  ports  generally  have  a  higher  moisture  content  and 
yield  flour  of  less  stability  than  south  Russian  wheats. 

The  results  obtained  from  the  tests  here  reported  emphasize  the 
lack  of  stability  in  Russian  wheats. 


158         TECHNICAL  BULLETIN    197,   tJ.   S.  DEFT.   OF  AGRICULTURE 


SCOTLAND 


.  The  annual  production  of  wheat  in  Scotland  is  about  2,000,000 
bushels.  Common  wheat  {Triticum  vulgare),  of  winter  habit  is 
grown  exclusively.  Many  of  the  varieties  found  in  England  and 
Ireland  are  grown  in  Scotland.  A  comparison  of  the  milling  and 
baking  qualities  of  some  of  the  principal  commercial  varieties  growTi 
in  Scotland  was  made  possible  through  the  courtesy  of  Charles 
Wetherill,  Secretary  of  the  Board  of  Agriculture  for  Scotland.  Sam- 
ples of  three  varieties  of  red  winter  wheat — Standard  Red,  Swedish 
Iron,  and  Squareheads  Master — and  of  three  varieties  of  white 
wheat — Yeoman,  Victor,  and  Benefactor — were  received.  The 
following  information  accompanied  these  samples. 

Standard  Red  is  the  most  important  red  winter  wheat  variety 
grown  in  Scotland.  It  is  cultivated  chiefly  in  the  counties  of  Fife, 
Forfar,  and  Perth.  It  is  well  represented  throughout  the  wheat- 
growing  areas,  more  especially  in  the  districts  where  a  large  produc- 
tion of  straw  is  desired  and  where  the  climate  is  not  entirely  suitable 
for  wheat  growing.  It  is  high  yielding  and  gives  a  relatively  good 
quality  of  grain  for  grinding.  It  is  resistant  to  excessive  rain  and 
does  not  lodge  easily,  which  makes  it  adaptable  to  rich  soils.  It  is, 
however,  sensitive  to  rust. 

Swedish  Iron  is  a  red  winter  variety  of  very  high-yielding  proper- 
ties for  both  grain  and  straw,  and  is  likewise  grown  chiefly  in  the 
counties  of  Fife,  Forfar,  and  Perth.  It  has  a  tendency  to  ripen  late 
and  is  more  or  less  confined  to  early  districts.  It  is  somewhat  sensi- 
tive to  the  adversities  of  winter;  when  the  autumn  is  favorable  to  a 
good  start,  so  that  the  wheat  becomes  well  rooted  before  winter,  a 
better  result  is  obtained. 

Squareheads  Master  is  growTi  extensively  in  the  southwest  of 
Scotland,  comprising  about  one-half  of  the  acreage  under  wheat  in 
that  district. 

Yeoman  is  a  w^hite  winter  variety  of  comparatively  recent  intro- 
duction. It  has  a  high  reputation  for  milling  purposes,  but  as  a  rule 
it  is  a  poor  straw  producer  (poorer  than  most  other  varieties  now 
cultivated),  and  is  not  as  universally  grown  as  Standard  Red.  It  is 
produced  chiefly  in  the  counties  of  Westlothian,  Midlothian,  and 
Eastlothian. 

The  white  variety  Victor  is  universaUy  grown  in  wheat-producing 
sections,  chiefly  in  the  Lothians,  and  may  be  said  to  be  of  first  im- 
portance in  the  class  it  represents.  It  gives  good  yield  of  both  grain 
and  straw. 

Benefactor,  another  white  winter  wheat,  is  not  extensively  grown 
and  is  chiefly  confined  to  the  central  district  of  Scotland. 

The  production  of  Standard  Red,  Swedish  Iron,  Squareheads 
Master,  and  Victory,  is  steady,  whereas  the  production  of  Yeomen  is 
increasing,  and  the  production  of  Benefactor  is  decreasing. 

Standard  Red  is  used  largely  for  mixing  with  other  wheats  for 
milling  purposes;  the  product  from  the  other  varieties  is  used  exten- 
sively for  the  making  of  pastry  and  biscuit  flours,  or  poultry  and 
stock  feeds. 

The  results  of  the  milling  and  baking  tests  of  the  samples  of  the 
six  varieties  of  Scotch  wheats  are  shown  in  Tables  91,  92,  and  93. 


MILLING  AND   BAKING   QUALITIES   OF  WORLD   WHEATS 


159 


o  2  o  *-  o 


f^6 


a>  ti  ki 


oc^oooo 


•«-  lo oicq  CO  CO ■* 

e 

«j  1— I  -^  '*'  "o  CO  o 


05  CO  »0  05  •*  CO 

CO  "^  ^  ^  ^  ^ 


ao  (N  00  t^  .-I  1-1  — I 

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ico»oco 


■^  CS  CO  r-l(M  CO  O 


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r-tCO        ICOCIIO 


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cs  es  (N  cs  csi  (N 

sui9;oJd  U9^ni3  ui  utiig^jnio 

P.d. 

47.00 
46.51 
48.00 
46.69 
42.35 
38.18 

jnog  m  uigjoad  ug-jnio 

D^  CO  CO -r"  CO  «o  t-^ 

jnotj  UI  nipBiiO 

p.d. 

3.44 
3.22 
2.47 
3.22 
3.20 
4.42 

anon  ^I  um9:jnio 

Q;co(Nm-<n^(N 

jTiog  UI  ui9^oad  9ptU3 

p.d. 

8.15 
7.61 
6.25 
7.61 
7.11 
8.73 

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(1^  OJ  00  t--^  Oi  t^  Oi 

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p.d. 

0.55 
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3 
o 

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1.02 
1.05 
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1.00 
1.24 
1.36 

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White 

Very  white 

White 

do 

do 

05 

1 

1 
> 

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1 

Ok® 

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1  d  d  d  o  o 

jnog  JO  i9JJBq  J9d  ^BgqAV 

Lbs. 
257 
270 
282 
277 
266 
257 

t-,  1 

E-2 

99JJ  93BJ100P  SlSea 

**  iC  (M  t^  CO  CO  CT> 

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S3UUnO0S  pUB  S3UIU99J0g 

■^iO(NOCC050 

I9qsnq  a9d  ;q3i9M.  :)S9X 

Lbs. 
61.3 
59.5 
58.7 
61.6 
60.5 
61.7 

•0^  iCJO^BJoqBq 

g 

160         TECHNICAL  BULLETIN    197,   U.  S.  DEPT.   OF  AGRICULTURH 


-a  f-  P 


^mii^ 


500000 

q'0'T3  "O  "C  "O 


>)  u  o  *-  ►*»  t; 

03  >>J3  >»  c3  >> 


03     '  ©'3 


^S§§§gS:S 

003 

j,SSg5?2F2 

C5 

a  „ 

c.c. 
1,610 
1,530 
1,540 
1,580 
1,550 
1,500 

Water 
absorp- 
tion of 
flour 

Per  cent 
53.9 
53.3 
53.3 
53.1 
52.7 
52.0 

|S^S5^g5 

in 

1 

Lab- 
ora- 
tory 
No. 

§s§sss 

MILOLiING   AND    BAKING   QUALITIES   OF  WORLD    WHEATS         161 

Under  the  United  States  standards  for  wheat  the  varieties  Stand- 
ard Red,  Swedish  Iron,  and  Squareheads  Master  would  be  classified 
as  soft  red  winter  wheat,  and  the  varieties  Victor  and  Benefactor 
would  be  classified  as  white  wheat.  A  considerable  percentage  of 
damaged  wheat  was  present  in  all  the  varieties  with  the  exception  of 
Yeoman,  which  accounts  to  a  great  extent  for  the  numerical  grades 
assigned  to  each  variety. 

From  a  milling  standpoint,  all  the  varieties  were  of  excellent  quality, 
producing  high  yields  of  flour  typical  in  texture  for  the  class  of  wheat 
which  they  represent.  According  to  the  samples,  none  of  the  wheats 
are  of  high  protein  content;  consequently  the  protein  in  the  resulting 
flour  is  correspondingly  low. 

Judged  as  to  baking  strength,  the  quality  of  all  the  resulting  Scotch 
flours  was  weak.  Fermentation  time  was  very  short,  averaging  less 
than  100  minutes,  whereas  the  usual  time  for  soft  red  winter  and 
white  wheat  flour  ranges  from  115  to  130  minutes.  The  water  ab- 
sorption of  the  flour  was  similarly  low.  As  was  the  experience  with 
the  flours  milled  from  English  and  Irish  wheats,  the  resulting  bread 
was  small  in  volume  and  coarse  in  texture,  as  well  as  of  poor  color. 
The  delicate  brown  crust  usually  associated  with  the  bread  from 
strong  flour  was  absent  in  every  instance. 

From  a  milling  standpoint,  that  is,  their  ability  to  produce  a  large 
quantity  of  flour,  Scotch  wheats  compare  very  favorably  with  those 
grown  in  other  parts  of  the  world.  However,  the  flour  lacks  strength 
and  can  not  by  itself  be  made  into  an  acceptable  loaf  of  bread.  Mix- 
ing with  strong  wheats  imported  from  overseas  would  be  very  helpful 
in  improving  the  baking  quality  of  Scotch  wheats. 

SPAIN  AND  PORTUGAL 

Wheat  production  in  Spain  and  Portugal  is  influenced  to  a  large 
extent  by  the  climate  and  relief  of  the  country.  On  the  northern 
coast  and  along  much  of  the  Atlantic  coast  excessive  rains  during  the 
growing  period  are  detrimental.  In  the  southern  and  eastern  coastal 
areas  drought  and  hot  winds  frequently  reduce  yields,  and  frost  and 
limited  rainfall  are  adverse  factors  in  the  interior  plateau  areas.  To 
the  west  and  north,  between  the  humid  coastal  area  and  the  interior 
plateau,  there  is  an  intermediate  section  where  either  drought  or 
excessive  rains  may  be  damaging  factors. 

Winter  wheats  of  the  vulgare  species  predominate  in  the  humid  and 
intermediate  areas,  while  wheats  of  the  poulard  and  durum  classes  are 
more  commonly  grown  than  the  other  classes  in  the  warm  dry  Medi- 
terranean territory  of  the  south  and  east.  Spring  wheats  form  only  a 
smaU  percentage  of  the  total  wheat  acreage  and  are  grown  mostly  in 
the  northern  coastal  area  and  in  some  mountainous  interior  sections. 

The  introduction  of  modern  milling  machinery  has  made  it  possible 
to  utilize  much  harder  wheats  for  flour  than  was  possible  when  stone 
mills  exclusively  were  used;  consequently  efforts  are  being  made  to 
obtain  wheats  of  stronger  quality  that  can  withstand  the  prevailing 
climatic  conditions  of  the  different  sections.  The  North  American 
wheat  varieties  Marquis,  Kota,  and  Kanred,  are  now  receiving 
attention. 

112424°— 30 U 


162  TECHNICAL   BULLETIN    197,   V.   S.   DEFT.    OF  AGRIOULTURE 

Production  of  wheat  in  Spain  has  averaged  137,000,000  bushels 
annually  for  the  last  20  years.  Spain  usually  exports  small  quantities 
of  wheat,  but  difficulties  of  cultivation  and  transportation  from  the 
interior  prevent  it  from  becoming  a  very  important  export  country. 

Production  of  wheat  in  Portugal  is  more  variable,  fluctuating 
between  6,000,000  and  12,000,000  bushels  annually  since  1924. 

The  varieties  of  wheat  of  commercial  importance  in  Spain,  accord- 
ing to  Don  Ricardo  de  Escauriaza,  director,  Granja  Agricola  de 
Valladolid,  Estacion  de  Ensayo  de  Semillas,  who  furnished  samples, 
are  as  follows : 

Candeal  de  la  Sagra  is  a  variety  of  white  wheat  of  winter  habit.  It 
represents  96  per  cent  of  the  white  wheat  cultivated  in  the  Provinces  of 
Madrid,  Toledo,  Guadalajara,  Segovia,  Avila,  Soria,  Salamanca,  and 
Caceres. 

Candeal  Fino  is  also  a  variety  of  white  wheat  of  winter  habit.  It 
represents  90  per  cent  of  the  white  wheat  grown  in  the  Provinces  of 
Ciudad  Real,  Albacete,  Cuenca,  and  Murcia. 

Red  Candeal  is  a  red  winter  wheat  representing  75  per  cent  of  the 
red  winter  wheat  cultivated  in  the  Provinces  of  Valladohd,  Zamore, 
Palencia,  Soria,  and  Segovia. 

Red  wheat  of  Burgos,  a  red  winter  wheat,  represents  all  the  late 
winter  wheat  cultivated  in  the  Province  of  Burgos,  and  25  per  cent  of 
that  grown  in  Palencia. 

The  variety  Recio  represents  90  per  cent  of  the  hard  winter  wher.t, 
durum,  cultivated  in  the  Provinces  of  Granada,  Malaga,  Almeria,  and 
Jaen. 

The  Candeal  varieties  are  used  in  bread  making,  and  the  Duro,  or 
hard  wheats,  are  used  in  the  manufacture  of  vermicelli  and  in  mixtures. 

From  the  Minister  of  Agriculture  of  Portugal,  samples  of  three 
varieties  of  wheat  of  commercial  value  were  secured,  namely  Tem- 
porao  de  Coruche,  Nacional,  and  Mourisco. 

Temporao  de  Coruche  is  of  winter  habit  and  is  the  type  of  milling 
wheat  most  suitable  to  the  northern  areas  of  the  country.  However, 
it  is  cultivated  with  success  in  almost  any  part  of  the  country.  It  is  a 
rust-resistant  variety. 

The  variety  Nacional  is  of  winter  habit  and  is  characteristic  of  the 
wheat  grown  in  the  central  parts  of  the  country.  It  is  a  poulard 
wheat. 

The  type  of  hard  wheat  characteristic  of  the  central  and  southern 
parts  of  the  country  is  the  durum  variety  Mourisco. 

The  results  of  milling  and  baking  tests  made  upon  the  five  varieties 
of  Spanish  wheat  are  given  in  Tables  94,  95,  and  96;  and  the  results  of 
similar  tests  made  upon  the  varieties  obtained  from  Portugal  are 
shown  in  Tables  97,  98,  and  99. 


Milling  and  baking  qualities  of  world  wheats       163 


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MILLING  AND   BAKING  QUALITIES  OF  WORLD   WHEATS         165 


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166         TECHNICAL  BULLETIN    197,   V.   S.  DEPT.   OF  AGRICULTURE 

The  wheats  of  Spain,  those  recognized  as  bread-making  varieties, 
although  of  excellent  milUng  quality  are  of  decidedly  inferior  baking 
quality  as  the  flour  lacks  that  highly  desirable  attribute  known  as 
strength.  This  lack  of  strength  is  reflected  in  the  low  water  absorp- 
tion of  the  flour,  in  the  fermentation  tolerance  of  the  dough,  and  in 
the  small  size  and  coarse  texture  of  the  resulting  loaf  of  bread.  All 
five  bread-making  varieties  milled  into  flour  that  produced  a  small 
loaf  of  bread  of  coarse  texture  and  poor  color. 

The  durum  variety  Recio  w^as  similarly  of  little  account  as  a  bread- 
making  wheat,  as  it  also  lacked  strength.  Flour  milled  from  the 
wheats  of  Spain  should  not  be  used  for  purposes  that  require  a 
large  expansion  of  the  gluten.  They  will  find  a  more  useful  outlet  in 
such  products  as  biscuits,  cakes,  or  crackers,  where  gluten  quality 
is  not  so  important. 

Of  the  Portuguese  varieties  tested,  the  soft  winter  wheat  variety 
Temporao  de  Coruche,  w^as  the  only  variety  that  appeared  to  be  a 
fair  bread  wheat;  flour  milled  from  it  baked  into  a  passably  good 
loaf  of  bread.  However,  the  milling  qualities  of  this  wheat  are 
somewhat  lacking,  as  a  low  flour  yield  was  experienced  from  a  wheat 
of  somewhat  above  average  test  weight. 

The  durum  variety  Mourisco,  in  addition  to  being  below  average 
in  milling  quality,  was  decidedly  inferior  in  bread-making  qualities. 
This  is  also  true  of  the  milling  and  baking  properties  of  the  samples 
of  poulard  wheat  studied. 

SWEDEN 

Acreage  devoted  to  wheat  in  Sweden  has  increased  about  40  per 
cent  since  the  World  War.  This  has  resulted  in  an  increase  in  pro- 
duction of  some  6,000,000  bushels  of  wheat  annually.  In  1924-25  the 
importation  of  w^heat  amounted  to  approximately  11,500,000  bushels. 
In  1926-27  and  1927-28  the  importation  was  8,484,000  and  10,391,- 
000  bushels,  respectively.  Sweden  exports  some  wheat.  In  1927-28 
1,660,000  bushels  were  exported,  as  compared  with  107,000  bushels 
in  1924-25  and  639,000  bushels  in  1925-26. 

In  Sweden  only  red  wheats,  of  both  winter  and  spring  habit,  of 
the  vulgare  type  are  grown.  Club  wheats  and  durum  w^heats  are 
not  grown. 

Among  the  prominent  winter  wheat  varieties  are  Iron,  Crown, 
Earl,  Standard,  Sun  II,  Thule  II,  Swedish  II,  and  Lant.  All  varieties 
of  Swedish  winter  wheats  are  soft  wheats.  It  is  claimed  that  the 
varieties  Thule  and  Lant  are  somewhat  the  stronger. 

Extra-Kolben  I  and  II,  Ruby,  Diamond,  Aurora,  and  Fiskeby, 
are  representative  varieties  of  spring  wheat.  All  the  spring  varieties 
are  decidedly  hard  in  texture,  with  the  exception  of  Extra-Kolben  I 
and  II,  which  are  reported  as  being  somewhat  softer. 

Samples  of  three  of  the  Swedish  red  winter  wheat  varieties — Iron, 
Sun  II,  and  Thule  II — and  of  three  of  the  spring  wheat  varieties — 
Kolben,  Extra-Kolben  II,  and  Ruby, — were  obtained  from  A.  Akerman, 
of  the  department  of  wheat  and  oat  breeding,  at  Svalof,  Sweden.  In 
submitting  these  varieties  Professor  Akerman  wrote  that  the  variety 
Thule  had  the  best  baking  quality  of  the  three  red  winter  wheats 
submitted.     It  is  grown  most  extensively  in  the  district  of  Lake 


I 


MILLING   AND    BAKING   QUALITIES   OF  WORLD   WHEATS         167 

Malaren.  Of  the  other  two  varieties,  Sun  II  is  claimed  to  be  of 
better  baking  quaUty  than  Iron.  The  variety  Sun  II  is  grown 
more  widely  than  any  other  variety  in  the  Lans  of  Oster  and  Vaster- 
go  tland.  Iron  wheat  is  grown  rather  extensively  in  the  Lan  of  Skane. 
As  a  matter  of  interest  the  variety  Trifolium  14,  a  white  winter  wheat, 
was  also  sent.  It  is  bred  in  Denmark  from  the  Dutch  variety  Wilhel- 
mina.     It  is  not  now  cultivated  in  Sweden. 

The  spring  variety  Kolben  is  said  to  resemble  the  variety  Red 
Fife  in  its  baking  qualities.  Sometime  ago  it  was  the  earliest 
maturing  spring  wheat  variety  in  Sweden.  It  is  gradually  being 
replaced  by  Extra-Kolben  II,  a  cross  between  Kolben  and  the  German 
variety  Emma.  Extra-Kolben  II  produces  considerably  better 
wheat  than  Kolben,  and  is  the  preferred  variety  of  southern  Sweden. 
Even  earlier  in  maturity  than  either  Kolben  or  Extra-Kolben  II 
is  the  variety  Ruby.  It  is  grown  further  north  than  are  the  other 
two  varieties. 

Samples  of  all  of  these  seven  varieties  were  graded,  milled,  and 
baked  in  the  same  manner  as  were  other  world  wheat  varieties.  The 
results  of  these  tests  are  given  in  Tables  100,  101,  and  102. 


168         TECHNICAL   BULLETIN    197,   U.   S.   DEPT.   OF  AGRICULTURE 


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170  TECHNICAL  BtJLLETIN    107,  U.   S.  DEPT.   OF  AGRICULTURE 

The  milling  and  baking  tests  of  the  three  varieties  of  spring  wheat 
showed  that  this  class  of  Swedish  wheat  is  much  superior  in  milhng 
and  baking  qualities  than  that  of  the  winter  wheat  varieties.  Of  the 
three  spring  wheat  varieties,  the  variety  Kolben  ranked  first  with 
Extra-Kolben  II  and  Ruby  next  in  order. 

From  a  milling  standpoint,  the  variety  Thule  II  ranked  first  among 
the  red  winter  wheats.  Considered  from  a  baking  standpoint,  how- 
ever, Thule  II  ranked  third  because  of  lack  of  baking  strength.  Flour 
from  this  variety  baked  into  a  very  small  loaf  of  poor  color  and  texture. 

The  loaf  volume  of  the  bread  made  from  the  other  two  varieties  of 
red  winter  wheat — Sun  II  and  Iron — was  approximately  the  same  as 
that  made  from  wheats  of  the  same  class  grown  in  continental  Europe. 
The  baking  qualities  of  all  Swedish  varieties  tested  is  much  lower  than 
that  of  similar  wheats  grown  in  America  or  in  southwestern  Europe. 

SWEDISH    EXPORT    WHEATS 

Samples  from  two  export  cargoes  shipped  from  Sweden  to  Bremen 
were  secured  through  the  Superintendence  Co.  These  samples  were 
milled  and  baked  as  usual. 

Each  cargo,  the  one  of  spring  wheat  and  the  other  of  soft  red  winter 
wheat,  was  slightly  below  the  average  milling  and  baking  quahty  of 
export  wheats  of  similar  classes  shipped  from  Argentina,  Canada,  or 
the  United  States.  The  loaves  were  small  and  coarse  in  texture, 
most  decidedly  so  in  the  case  of  the  cargo  of  soft  red  winter  wheat. 

As  a  result  of  the  analysis  of  the  Swedish  varieties  and  export  wheat, 
it  is  apparent  that  wheats  grown  in  this  country,  although  of  good- 
to-average  milling  quality,  are  somewhat  weak  so  far  as  baking  quality 
is  concerned  and  need  to  be  supplemented  with  strong  imported 
wheats  to  enhance  their  baking  qualities.  • 

SWITZERLAND 

Switzerland  raises  between  3,500,000  and  4,000,000  bushels  of 
wheat  annually.  It  imports  about  75  per  cent  of  its  wheat  require- 
ment.    In  1927-28  imports  amounted  to  18,427,000  bushels. 

Relief,  soil,  and  climate  have  had  much  to  do  with  limiting  the 
wheat  acreage  of  Switzerland.  The  plateau  east  of  the  Jura  mountain 
range  is  better  adapted  to  wheat  growing  than  are  other  sections 
because  it  is  not  so  subject  to  excess  rain.  In  other  sections  the  hea\^ 
rains  of  summer  frequently  result  in  lodging  of  the  grain  and  epidemics 
of  rust  and  smut. 

As  regards  climatic  phenomena  with  relation  to  wheat  production, 
the  country  can  be  divided  into  two  zones,  a  wet  and  a  cold  and  wet 
zone.  The  wet  zone  comprises  a  large  part  of  the  Cantons  of  Thur- 
gau,  Aargau,  St.  Gallen,  and  parts  of  Graubrunden  (Orisons).  Exces- 
sive rains  and  diseases  are  the  chief  drawbacks  to  wheat  growing  in 
this  area.  The  cold  and  wet  zone  comprises  the  remainder  of  Switzer- 
land. There  the  excessive  rains  and  winter  adversities  are  equally 
harmful  to  wheat  growing. 

Freezes  in  winter  and  the  prolonged  cover  of  snow  ,are  detrimental 
to  wheat  growing'  in  parts  of  the  country.  In  other  parts  that  are 
httle  protected  by  snow,  alternate  freezing  and  thawing  in  late  winter 
are  harmful. 


MILLING   AND    BAKING    QUALITIES   OF   WORLD   WHEATS         171 

The  most  important  wheat-producing  Cantons  are  Vaud,  followed 
by  Bern,  Fritbourg,  Zurich,  Aargau,  and  Geneva,  in  the  order  of 
their  importance. 

About  95  per  cent  of  the  wheat  grown  in  Switzerland  is  winter 
wheat.  Spring  wheat  is  not  extensively  grown.  Some  of  the  more 
common  Swiss  varieties  are  Monte  Calme  22,  Plantahof,  Venog6 
Rouge,  Vaumarcus,  Wagenburger,  Rheinauer,  and  Carr^  Vaudois. 
The  first  four  were  submitted  as  red  winter  wheats,  the  fifth  as  a 
spring  wheat,  and  the  last  two  as  white  winter  wheats  of  the  club 
type.  Monte  Calme  22  is  grown  in  western  and  northern  Switzerland 
and  is  said  to  be  a  good  milling  wheat.  Plantahof  is  similar  in  natiure 
to  Monte  Calme  22  and  is  grown  extensively  in  central,  northern,  and 
eastern  Switzerland.  Rheinauer  is  grown  extensively  in  eastern 
Switzerland,  but  its  popularity  is  declining,  as  the  general  tendency  is 
to  check  the  growth  of  white  and  club  wheats.  Although  described 
as  a  white  winter  wheat  it  was  classed  and  graded  by  us  as  a  red 
wiriter  wheat  due  to  the  color  of  the  kernels.  Upon  examination  of 
the  sample  of  the  variety  Carre  Vaudois,  it  was  classified  as  a  red  club 
wheat  and  was,  therefore,  graded  as  western  red  wheat.  It  is  exten- 
sively cultivated  in  western  Switzerland.  The  varieties  Venoge 
Rouge,  Vaumarcus,  and  Wagenburger  are  still  in  the  introductory 
stage.  Venoge  Rouge  is  of  winter  habit,  and  is  well  adapted  to  the 
conditions  prevalent  in  northern  and  western  Switzerland.  Vau- 
marcus is  also  of  winter  habit.  Wagenburger,  on  the  other  hand,  is 
a  spring  wheat  of  Manitoba  selection,  and  the  acreage  devoted  to  it 
is  small. 

Samples  of  these  seven  varieties  were  obtained  through  the  courtesy 
of  the  Administration  Federale  des  Bl^s  at  Berne,  vSwitzerland,  and 
their  relative  milling  and  baking  quaUties  were  determined.  Results 
of  these  tests  are  given  in  Tables  103,  104,  and  105. 

On  an  average,  the  milling  quality  of  all  the  varieties  tested  was 
good.  Test  weight  per  bushel  was  good  to  average  and  the  yield  of 
flour  was  high.    The  protein  content  of  the  wheat  was  only  average. 

From  a  baldng  standpoint  all  flours  exhibited  wealaiesses.  This 
was  more  pronounced  in  the  winter-wheat  varieties.  Only  one 
variety  of  winter  wheat  evidenced  an  ability  to  make  a  large  loaf  of 
bread  of  fair  texture  and  grain.  This  was  the  variety  Plantahof.  Next 
in  baking  strength  was  the  flour  milled  from  the  spring-wheat  variety 
Wagenburger.  All  of  the  other  varieties  produced  flour  noticeably 
weak  in  this  respect. 

Swiss  wheats,  therefore,  are  in  line  with  most  of  the  wheats  culti- 
vated in  continental  Europe.  Although  of  good  milling  quality,  the 
majority  are  decidedly  lacking  in  baking  strength.  Their  baking 
quality  should  be  strengthened  by  blending  with  strong  wheats  from 
overseas.  Otherwise,  they  are  more  suited  to  the  manufacture  of 
biscuits,  crackers,  etc.,  in  which  gluten  strength  is  of  less  importance. 


172         TECHNICAL   BULLETIN    197,   U.   S.   DEFT.   OF  AGRICULTURE 


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174         TECHNICAL  BULLETIN    197,   V.   S.  DEPT.   OF  AGRICULTURE 
MILLING  AND  BAKING  QUALITIES  OF  WHEATS  GROWN  IN  AFRICA 

Morocco,  Algeria,  Tunis,  and  Egypt  represent  the  countries  pro- 
ducing wheat  in  northern  Africa.  In  1928  the  estimated  production 
was  over  104,000,000  bushels.  The  character  of  the  wheat  grown  in 
these  areas,  with  a  discussion  of  their  relative  milling  and  baking 
quality,  is  given  in  the  following  pages. 

EGYPT 

Cultivation  of  wheat  in  Egypt  is  concentrated  in  the  delta  zones 
and  along  the  banks  of  the  Nile  as  far  as  the  vicinity  of  Assouan.  An 
extended  acreage  of  wheat  has  developed  on  the  left  of  the  river  near 
the  marshes  of  Buket  el  Karum  in  the  Province  of  Medinet  el  Fayum. 

Cultivation  of  wheat  is  almost  exclusively  under  irrigation,  which 
makes  drought  damage  a  small  factor.  The  most  harmful  factor  is 
rust,  which  is  favored  under  conditions  in  Egypt  by  damp  weather  in 
contrast  to  the  usual  relation  with  a  wet,  warm   climate. 

Sowings  take  place  as  early  as  possible  in  the  fall  so  that  harvest 
will  be  ready  before  the  arrival  of  hot  weather  the  next  spring.  The 
date  of  sowings  is  dependent  upon  the  flooding  of  the  rivers  which 
carry  to  the  desert  the  tropical  rains  and  render  possible  the  growth 
of  crops  in  the  sections  where  rainfall  is  rare.  In  Egypt  this  is  from 
November  to  the  first  part  of  December  and  later. 

The  wheats  of  Egypt  are  reported  as  of  two  distinct  types — the 
native  Egyptian  varieties  {Triticum  pyramidale)  and  the  common 
wheat  varieties  (T.  vulgar e). 

Beladi  is  the  most  prominent  native  variety.  The  kernels  of  this 
variety  are  either  red  or  white  in  color.  This  variety,  although  rather 
susceptible  to  rust,  is  a  strong  producer  and  is  much  preferred  by 
small  farmers.  Beladi  26  and  31  represent  the  red  type  of  kernel. 
Wheat  of  this  type  represents  about  95  per  cent  of  the  red  native 
wheats  grown  in  lower  Egypt.  Beladi  42,  on  the  other  hand,  is  a  white- 
kerneled  variety.  It  represents  95  per  cent  of  the  white  native  wheats 
grown  in  upper  Egypt.  Sinai  2  and  Sinai  14,  the  former  a  red  wheat 
and  the  latter  a  white  wheat,  are  two  new  and  promising  varieties  of 
native  wheats. 

Among  the  common-wheat  varieties,  Hindi  wheats  of  Indian  origin 
are  most  common.  Hindi  D  represents  about  75  per  cent  of  the  whole 
wheat  acreage  cultivated  in  Egypt.  The  kernels  of  this  variety  are 
white  in  color  and  of  opaque  character.  Indian  VIII  B  and  Hindi  39 
are  promising  varieties  of  common  wheats  with  translucent  kernels. 

According  to  the  director  of  the  botanical  and  plant-breeding  sec- 
tion of  the  Department  of  Agriculture  located  at  El  Giza,  Egypt, 
Egyptian  wheats  can  not  be  grouped  into  winter  and  spring  habits 
because  the  temperature  in  Egypt  is  fairly  high  and  because  several 
winter  English  wheats  have  been  tried  in  Egypt  without  success. 
Egyptian  wheats,  therefore,  are  to  be  considered  as  spring  wheats 
although  they  are  sown  in  the  autumn. 

Samples  of  the  Egyptian  varieties  just  described  were  obtained  from 
the  Department  of  Agriculture  at  El  Giza,  and  were  milled  and  baked 
in  the  usual  manner.  Resulting  data  are  given  in  Tables  106,  107, 
and  108. 


MILLING  AND   BAKING   QUALITIES   OF  WORLD   WHEATS         175 


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MILLING   AND   BAKING   QUALITIES   OF   WORLD   WHEATS  177 

All  the  native  wheats  were  found  to  be  varieties  of  poulard  wheat. 
The  varieties  of  common  wheat,  on  the  other  hand,  would  classify 
as  white  wheats  in  the  United  States. 

From  almost  every  standpoint  the  native  wheats  of  Egypt  were  of 
lesser  milling  and  baking  quahty  than  the  common  (vulgare)  wheat 
varieties.  Good  bread  could  not  be  made,  as  the  flour  milled  from 
native  wheats  was  practically  devoid  of  strength.  The  common 
wheats,  however,  were  of  good  milling  quality,  and  although  their 
flours  lacked  strength  the  bread  made  from  them  was  as  good,  in  most 
cases,  as  bread  made  from  flours  milled  from  wheat  raised  in  conti- 
nental Europe.  On  the  other  hand,  the  baking  quaUties  of  the  flours 
milled  from  the  common  wheats  was  not  nearly  so  good  as  that 
mifled  from  wheats  of  similar  classes  grown  in  North  America,  India, 
or  Australia. 

MOROCCC 

Wheat  production  is  expanding  in  Morocco.  According  to  the 
Yearbook  of  Agriculture  of  the  United  States  Department  of  Agri- 
culture, the  estimated  production  in  1928  was  24,746,000  bushels. 
Yields  are  higher  than  in  Tunis  and  Algeria.  The  soil  is  especially 
rich  on  the  plains  of  Chacuia,  and  the  water  supply  is  more  regular 
than  for  the  other  countries  in  north  Africa  because  of  the  favorable 
Atlantic  exposure.  Hard  wheats,  mostly  of  the  durum  species,  com- 
prise about  90  per  cent  of  the  wheat  grown  in  Morocco.  The  produc- 
tion of  soft  wheats  is  expanding. 

Of  the  varieties  grown,  the  durum  variety  Dredria,  and  the  soft 
white  variety  Vilmorin  are  the  most  in  demand. 

M.  Miege,  director  of  the  station  for  the  selection  and  study  of 
seeds,  Rabat,  Morocco,  kindly  furnished  samples  of  these  varieties 
for  milling  and  baking  tests.  Results  of  these  tests  are  given  in  Tables 
109,  110,  and  111. 

112424°— 30 12 


178         TECHNICAL  BULLETIN    197,   tJ.   S.  I)EP1\   OF  AGRICtlLTURE 


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MILLING   AND    BAKING    QUALITIES   OF   WORLD   WHEATS  179 

The  varieties  demonstrated  equally  good  milling  properties,  but 
both  were  deficient  in  baking  qualities.  This  is  especially  true  of  the 
durum  variety,  in  which  the  lack  of  gluten  quality  was  marked. 
Fair  baking  strength  was  shown  by  the  soft  wheat  variety,  but  it 
showed  noticeable  weakness,  as  evidenced  by  the  coarse  texture  of  the 
loaf.  The  color  of  the  crumb  was  below  average  in  the  bread  made 
from  the  soft  wheat  flour. 

The  milling  and  baking  quality  of  the  durum  variety  was  character- 
istic of  that  of  the  durum  wheats  of  Greece  and  Tunis.  The  milling 
and  baking  quality  of  the  soft  winter  wheat  compares  very  favorably 
with  similar  wheats  grown  in  Tunis,  Egypt,  and  South  Africa. 

TUNIS 

Cultivation  of  wheat  in  Tunis  is  determined  partly  by  the  nature  of 
the  soil  but  chiefly  by  the  distribution  of  rainfall.  Wheat  and 
barley  occupy  about  90  per  cent  of  the  sown  area.  On  the  plains  of 
Tunis  and  GrombaUa,  and  on  the  high  plateaus  of  Kef  and  Maktar, 
the  two  cereals  are  cultivated  in  about  equal  areas.  In  southern 
Tunis  wheat  is  not  extensively  grown. 

Drought  and  hot  winds  are  undoubtedly  the  most  harmful  weather 
factors.  Drought  in  the  spring  is  the  most  harmful  in  its  effects. 
Insufficiency  of  rains  during  the  autumn  can  be  overcome  by  sufficient 
rains  the  following  winter,  and  a  drought  during  winter  can  be  com- 
pensated for  by  rains  in  autumn  and  spring.  The  wet  years  are  always 
the  best.  Rust  is  another  damaging  factor  to  wheat  production  in 
Tunis. 

For  several  years  only  the  hard  wheats  (durums)  were  cultivated 
but  recently  Europeans  have  introduced  soft  wheats,  and  the  natives 
are  beginning  to  cultivate  them. 

The  yield  of  white  wheats  is  much  greater  than  that  of  the  hard 
wheats.     Acreage  devoted  to  white  wheats  in  1927  was  143,000  acres. 

Red  winter  wheats  are  not  extensively  cultivated  nor  are  the  club 
varieties  of  the  white  wheats.  On  account  of  the  period  of  vegeta- 
tion some  wheats  are  to  be  considered  as  of  winter  habit  and  others 
of  spring  habit.  Among  the  white  wheat  varieties  that  could  be  con- 
sidered as  winter  grown  are  Ble  de  Mahon  124  and  Barleta  53. 
Prominent  white  wheats,  which  could  be  classified  as  of  spring  habit, 
are  Richelle  native  110,  Florence  135,  and  Irakie  231.  The  first 
three  white  wheats  are  extensively  grown.  The  last  two  are  under 
trial,  but  their  use  is  increasing  because  of  their  high  productivity. 

Among  the  hard  wheats  (durums)  the  three  varieties  most  com- 
monly grown  are  Mahmoudi  ap  4,  Biskri  ac  10,  and  Hamira  ac  5. 
These  three  varieties  are  the  best  known  and  the  most  appreciated, 
and  they  form  the  basis  of  the  mixture  sown  by  the  natives. 

The  native  wheats  are  so  mixed  that  it  is  not  possible  to  give  any 
prominent  variety  name,  and  the  history  of  an  average  sample  would 
be  illusory. 

In  Tunis,  at  the  Jardin  Botanique,  a  breeding  station  is  maintained 
for  the  development  of  pure  seed  wheat.  Through  the  courtesy  of 
M.  F.  Boeuf,  chief  of  the  botanical  service,  lots  of  seed  wheat  were 
obtained,  representing  the  seven  varieties  discussed  above. 

The  usual  milling  and  baking  tests  were  made  to  determine  baking 
value.     Results  are  given  in  Tables  112,  113,  and  114, 


180         TECHNICAL   BULLETIN    197,   U.   S.   DEPT.    OF  AGRICULTTJKE 


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MILLING  AND   BAKING   QUALITIES   OF  WORLD   WHEATS 


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182         TECHNICAL    BULLETIN    197,    U.   S.  DEPT.   OF  AGRICULTURE 

The  milling  value  of  all  the  varieties  examined  was  good,  and  a  high 
yield  of  flour  of  ordinary  protein  content  resulted  from  each  milling. 
The  flour  milled  from  all  of  the  durum  varieties,  however,  was  very 
weak  as  regards  baking  strength.  Loaves  of  bread  made  from  the 
durum  wheat  flour  had  an  average  loaf  volume  of  1,393  cubic  centi- 
meters, as  compared  with  over  2,000  cubic  centimeters  for  the  bread 
baked  from  flours  milled  from  North  American  or  Russian  durum 
wheats.     Crumb  texture  was  noticeably  poor. 

Several  of  the  white-wheat  varieties,  showed  fairly  good  baking 
strength.  Outstanding  is  the  variety  Barleta  53,  from  which  flour  of 
good  baking  strength  was  obtained,  but  the  baking  strength  of  its 
companion  wheat,  as  regards  winter  habit,  Ble  de  Mahon  124,  was  not 
nearly  so  good.  The  white  wheats  of  spring  habit — the  varieties 
Irakie  231,  Richelle  native  110,  and  Florence  135 — produced  flour  of 
fair  strength,  in  the  order  named. 

It  would  appear,  therefore,  that  there  is  good  reason  for  the  sub- 
stitution of  soft  winter  varieties  for  the  hard  (durum)  varieties  in 
Tunis.  Compared  with  the  white  wheats  of  continental  Europe, 
the  white  wheats  of  Tunis  are  above  the  average.  Nevertheless, 
milled  by  themselves  they  are  more  properly  adapted  to  biscuit  and 
cracker  manufacture  than  to  the  production  of  high-quality  bread. 
Blending  with  strong  wheat  would  be  beneficial  to  their  baking  per- 
formance. 

UNION  OF  SOUTH   AFRICA 

Wheat  is  grown  in  the  most  southern  part  of  Africa,  the  Union  of 
South  Africa. 

According  to  the  Yearbook  of  Agriculture  of  the  United  States 
Department  of  Agriculture  for  1928,  the  production  of  wheat  in  the 
Union  of  South  Africa  is  now  above  the  pre-war  average.  In  1927 
production  amounted  to  6,644,000  bushels.  Production  satisfies 
about  60  to  70  per  cent  of  the  requirements  of  the  Union.  Usually, 
large  quantities  of  both  wheat  and  flour  are  imported  from  Australia, 
Argentina,  and  Canada.  In  1927,  8,212,000  bushels  of  wheat  were 
imported,  approximately  2,600,000  bushels  less  than  the  average  im- 
ported in  1924-25  to  1926-27. 

Although  wheat  is  grown  more  or  less  in  every  Province  of  the  Union 
the  varied  climatic  conditions  which  prevail  in  the  Union  (dissimilar 
even  within  the  area  of  each  Province)  have  a  marked  influence  upon 
the  growth  of  wheat. 

The  Cape  Province  produces,  on  the  average,  about  75  to  80  per 
cent  of  the  wheat  crop  of  the  Union.  This  production  is  confined  to 
a  comparatively  small  area  in  the  southeastern  portion  of  the  Cape,  for 
it  is  only  in  this  area  that  winter  rains  occur  with  degree  of  regularity 
to  warrant  wheat  production  on  a  large  scale.  Part  of  the  remainder 
of  the  Union  is  largely  semiarid;  and  in  the  summer-rainfall  area 
the  cHmatic  conditions,  in  general,  are  not  suited  to  the  production 
of  wheat. 

In  Transvaal,  a  small  but  stable  quantity  (75,000  bushels)  of  wheat 
is  produced  annually  under  irrigation.  In  the  Orange  Free  State 
normal  production  is  approximately  100,000  bushels  but  crop  failures 
sometimes  occur  in  this  Province. 

As  is  the  case  in  Australia  and  India,  the  wheats  of  the  Union  of 
South  Africa  are  to  be  classed  as  early,  mid-season,  and  late.  In  the 
Cape  Province  winter  wheats  are  largely  grown.     Sowing  takes  place 


MILLING   AND   BAKING   QUALITIES   OF  WORLD   WHEATS         183 

from  April  to  June  and  harvesting  in  November  and  December.     In 
the  irrigated  areas  and  in  areas  of  summer  rains  a  wheat  of  considerably 
shorter  maturity  is  desirable,  so  that  the  spring  types  of  wheats  are 
preferred. 
I^^The  wheat  trade  in  the  Union  of  South  Africa  is  usually  based  on  a 
Hp.  a.  q."  (fair  average  quality)  basis.     The  f.  a.  q.  basis  in  use  in  South 
"frica  differs  from  the  Australian  f .  a.  q.  in  that  it  is  not  a  fixed  stand- 
ard established  by  the  Government  or  by  any  board,  but  is  merely 
what  the  trade  considers  to  be  a  ''fair  average  quality ''  of  the  season's 
crop.     Thus  there  is  likely  to  be  considerable  fluctuation  from  year 
to  year  in  what  constitutes  f .  a.  q. ;  it  differs  from  Province  to  Province 
and  from  district  to  district.     There  are  usually  3  f.  a.  q.  grades — 1 
for  the  western  Cape  Province,  which  is  the  main  producing  area; 
1  for  the  Orange  Free  State;  and  1  for  the  Transvaal. 

Thirteen  samples  of  wheats  from  the  Union  of  South  Africa  carrying 
the  trade  designations  just  cited  were  obtained  from  the  department 
of  agriculture  at  Pretoria,  South  Africa,  through  the  courtesy  of  W.  O. 
Stahl,  senior  research  officer.  The  grade  of  each  sample,  with  the 
notation  as  to  whether  the  sample  represented  a  variety  or  a  mixture 
of  several  varieties,  and  the  area  of  production  follows : 

(1)  Malmesbury  f.  a.  q.,  mixed,  ex  Western  Province  area. 

(2)  Western  Province  f.  a.  q.,  mixed,  ex  Western  Province  area. 

(3)  Malmesbury  f .  a.  q.,  white,  ex  Western  Province  area. 

(4)  Western  Province  f.  a.  q.,  white,  ex  Western  Province  area. 

(5)  Transvaal  Red,  variety  Red  Egyptian,  ex  Potchefstroom  area,  Transvaal 
Province. 

(6)  Transvaal  f.  a.  q.,  white,  variety  Gluyas  Early,  Potchefstroom  area, 
Transvaal  Province. 

(7)  Transvaal  f.  a.  q.,  red,  variety  Red  Klein  Koring^,  Potchefstroom  area, 
Transvaal  Province. 

(8)  Transvaal  f.  a.  q.,  white,  Lydenburg  area,  Transvaal  Province. 

(9)  Transvaal  f.  a.  q,.  red,  Lydenburg  area,  Transvaal  Province. 

(10)  Transvaal  f.  a.  q.,  mixed,  Lydenburg  area,  Transvaal  Province. 

(11)  Transvaal  f.  a.  q.,  red,  Middelburg  area,  Transvaal  Province. 

(12)  Orangia  f.  a.  q.,  white,  Bethlehem  area,  Orange  Free  State  Province. 

(13)  Orangia  f.  a.  q.,  red. 

As  usual,  these  wheats  were  subjected  to  the  grading,  milling,  and 
baking  tests  previously  described.  Resulting  data  are  shown  in 
Tables  115,  116,  and  117. 


184 


TECHNICAL   BULLETIN    197,   U.    S.   DEPT.    OF  AGRICULTURE 


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MILLING   AND    BAKING   QUALITIES   OF   WOULD    WHEATS         187 

On  the  basis  of  their  kernel  characteristics,  the  wheats  grown  in 
the  Orange  Free  State  were  classified  as  red  and  white  winter  wheats. 
On  the  other  hand,  the  wheats  grown  in  Transvaal  were,  in  the  main, 
typically  hard  red  spring  wheats.  Western  Province  wheats  were 
large  wliite  wheats  of  winter  characteristics. 

The  milling  quality  of  the  wheats  from  each  Province  was  excellent, 
as  a  large  quantity  of  flour  of  medium  ash  content  and  good  color 
was  obtained  in  almost  every  instance.  Compared  as  to  Province, 
the  wheats  grown  in  the  Western  Province  had  slightly  bette^r  milling 
quality  than  those  grown  in  either  Orange  Free  State  or  in  Transvaal. 
With  regard  to  the  milling  quality  of  the  several  classes  of  wheat 
produced  in  the  Union,  the  wliite  wheats  were  somewhat  similar 
to  the  spring  wheats  and  the  red  winter  wheats. 

From  a  baking  standpoint,  the  flour  milled  from  the  wheat  grown 
in  each  Province,  as  well  as  the  flour  milled  from  each  class  of  wheat, 
was  not  greatly  different.  On  the  basis  of  averages,  the  flour  milled 
from  the  hard  red  spring  wheats  was  slightly  stronger.  Compared 
with  wheats  of  the  same  classes  grown  in  North  America  and  Russia, 
the  baking  strength  of  all  classes  of  South  African  wheats  is  noticeably 
low.  It  would  be  decidedly  helpful  if  they  could  be  blended  with 
strong  wheat  from  America  to  improve  their  baking  qualities. 

MILLING  AND  BAKING  QUALITIES  OF  ASIATIC  WHEATS 

Studies  were  made  of  the  milling  and  baking  qualities  of  wheat 
grown  in  the  following  Asiatic  countries:  India,  Iraq,  Japan,  and 
Palestine.     Results  of  these  tests  are  described  in  the  following  pages. 

INDIA 

Wheat  ranks  high  among  the  cereal  crops  of  India.  It  is  exceeded 
in  importance  only  by  rice  and  the  grain  sorghums.  The  area 
devoted  to  wheat  in  India,  26,000,000  to  35,000,000  acres,  has  not 
increased  perceptibly  during  the  last  20  years.  Production  has 
fluctuated  between  250,000,000  and  382,000,000  bushels  annually. 
In  British  India  nearly  40  per  cent  of  the  wheat  area  is  irrigated. 
In  the  Punjab,  about  one-half  of  the  wheat-sown  area  is  irrigated. 

Three-fourths  of  the  total  crop  of  India  is  produced  in  the  North- 
West  Frontier  Province  and  the  Central  Provinces.  The  importance 
of  wheat  in  northwestern  India  is  the  result  of  a  combination  of  lower 
rainfall  and  greater  extremes  of  temperature  than  are  found  in  the 
more  humid  and  tropical  eastern  and  southern  portions  of  India. 

Climate  is  the  most  important  factor  regulating  the  production  of 
wheat  in  India.  The  best  crops  are  obtained  in  years  when  the  late 
monsoon  rains  are  ample  and  well  distributed,  and  when  good  rains 
occur  during  the  first  half  of  the  ** cold- weather"  season.  Wet  and 
cloudy  weather  when  the  crop  is  in  the  head,  and  hot  winds  before 
harvest,  usually  lower  the  yield.  A  heavy  reduction  in  yield  always 
accompanies  a  deficiency  in  summer  rainfall. 

INDIAN    VARIETIES 

To  compare  the  milling  and  baking  properties  of  the  wheats  grown 
in  India  with  those  grown  in  other  parts  of  the  world,  samples  of  a 
number  of  varieties,  typical  of  Indian  wheats  found  in  commerce, 
were  obtained  from  various  sources. 


188         TECHNICAL  BULLETIN    197,   U.   S.   DEPT.   OF  AGRICULTURE 

From  the  Central  Provinces  samples  of  six  varieties  were  secured 
through  the  kindness  of  W.  Youngman,  economic  botanist  to  the 
Government.  These  varieties  were  Bansi,  Howrah,  Kathia,  Mundi, 
Red  Pissi,  and  White  Pissi.  All  of  these  wheats  were  fall  sown  in 
the  ^' cold-weather"  season. 

Bansi  is  a  hard  wheat  (durum)  grown  generally  over  the  Central 
Provinces.  Howrah  is  a  durum  variety  grown  on  the  plains  of  the 
Central  Provinces.  Kathia  would  be  classified  as  a  poulard  wheat  in 
the  United  States.  White  Pissi  is  a  white  variety,  and  is  the  most 
commonly  grown  wheat  in  the  Central  Provinces.  Mundi  is  a  white 
wheat.     Red  Pissi  classifies  as  a  hard  red  winter  wheat. 

Samples  of  four  varieties  were  obtained  from  the  North- West 
Frontier  Province  through  the  courtesy  of  W.  Robertson  Brown, 
agricultural  officer  in  charge:  Federation,  Marquis,  Pusa  No.  4,  and 
Pusa  80.5.^ 

The  variety  Federation  originated  in  Australia  and  is  grown  as  a 
popular  spring  variety,  occupying  over  25,000  acres  of  the  irrigated 
wheat  area  of  the  North- West  Frontier  Province. 

Pusa  No.  4  is  a  very  early  spring  wheat  grown  under  irrigation, 
occupying  about  300,000  acres  of  irrigated  land  in  the  North- West 
Frontier  Province.  This  variety  is  held  in  high  repute  throughout 
this  Province. 

Pusa  80.5  is  as  yet  in  the  introductory  stage  and  promises  to  be  a 
serious  rival  of  Pusa  No.  4.  The  North  American  variety  Marquis  is 
also  in  the  introductory  stage.  The  tested  lot  of  this  variety  came 
from  the  first  harvest  after  arrival  in  India  in  1926. 

Finally,  through  the  courtesy  of  Ram  Dhan  Singh,  cereaHst  to  the 
Punjab  Government,  samples  of  a  number  of  additional  varieties  were 
received.  Ten  of  these  represented  the  variety  Punjab  No.  8,  two 
the  variety  Punjab  No.  11,  four  the  variety  Punjab  No.  14,  and  one 
the  variety  Punjab  No.  17.  These  wheats  were  gro^vn  throughout 
the  Province  of  Punjab  and  with  the  exception  of  the  varieties  obtain- 
ed from  Gurdaspur  (samples  15294,  15297,  and  15311)  and  in  the 
Rawal  Pindi  district  (samples  15293  and  15296)  they  were  growTi  in 
dry  places  of  deficient  rainfall  and  having  a  deep  water  table,  where, 
for  successful  wheat  growing,  irrigation  is  essential. 

All  of  the  Punjab  wheats  are  amber  or  white  wheats  except  Pmijab 
No.  14,  which  is  red-kerneled.  All  the  varieties  w^ere  developed 
through  selection  by  the  agricultural  department  of  Punjab.  Pimjab 
No.  11  occupied  more  than  a  million  acres  two  or  three  years  ago, 
since  that  time  its  cultivation  has  been  declining,  and  it  is  gradually 
being  replaced  by  Punjab  No.  8  A.  The  variety  Punjab  No.  8  A 
occupied  more  than  a  million  acres  in  1926,  and  the  acreage  is  rapidly 
increasing.  Punjab  No.  14  is  a  well-knowTi  wheat  in  those  sections 
that  depend  on  rain  for  growth,  as  contrasted  with  irrigated  land. 
No  estimate  of  the  acreage  sown  to  varieties  Punjab  No.  14,  Punjab 
No.  8  B,  or  Punjab  No.  17,  is  available.  Punjab  No.  8  B  and  Pimjab 
No.  17  are  reported  as  very  good  bread  wheats,  but  they  do  not  yield 
as  well  as  does  Punjab  8  A. 

Club  and  durum  varieties  are  not  very  important  in  the  Punjab. 
The  wheats  of  the  Punjab  are  not  divided  into  spring  and  winter 
wheats  as  the  wheat  is  invariably  fall  sown  in  the  comparatively  mild 
temperature  that  prevails  there. 


MILLING  AND   BAKING   QUALITIES    OF  WORLD  WHEATS         189 

The  samples  of  the  variety  Punjab  No.  8 A  were  collected  from  10 
different  points  in  the  Punjab  with  a  view  to  ascertaining  the  limits  of 
variation  within  a  variety  and  the  bearing  of  environment  on  the 
milling  and  baking  properties.  The  points  at  which  these  samples 
were  grown  are  shown  in  Table  118  under  the  laboratory  numbers 
15296,  15297,  15300,  15301,  15302,  15305,  15306,  15307,  15308,  and 
15309. 

The  results  of  the  milling  and  baking  tests  of  these  varieties  are 
given  in  Tables  119  and  120. 


190 


TECHNICAL   BULLETIN    197,   U.    S.   DEPT.    OF  AGRICULTURE 


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MILLING   AND    BAKING   QUALITIES   OF  WOKLD   WHEATS  193 

The  moisture  content  of  the  Indian  wheats  examined  was  rather 
low,  averaging  about  10  per  cent,  the  extremes  being  9.3  and  11.5  per 
cent.  Since  Indian  wheats  can  absorb  so  much  moisture  their  pur- 
chase must  be  somewhat  profitable. 

Partly  because  of  the  low  moisture  content  of  Indian  wheats, 
and  partly  because  of  their  plump  condition,  the  test  weight  per 
bushel  was,  with  but  one  or  two  exceptions,  rather  high,  and  the  flour 
yields  obtained  therefrom  averaged  the  highest  of  any  of  this  class  of 
wheat  tested  from  any  source  throughout  the  world.  The  flour  was 
soft  to  granular  in  character,  creamy  white  in  color,  and  of  high  ash 
content,  especially  as  compared  with  flour  milled  from  white  wheats 
grown  in  Australia  or  North  America. 

Describing  his  experiences  with  Indian  wheat,  Kent-Jones  {5,  p.  36) 
states  that — 

while  not  strong  in  the  usually  accepted  sense,  most  Indian  wheats  are  able  to 
impart  to  a  blend  that  stability  which  is  so  often  desired.  *  *  *  Tl^g  Pgal 
strength  of  Indian  wheats  can  be  seen  when  mixed  with  Russian  wheats.  *  *  * 
To  get  the  best  out  of  Indian  wheats  *  *  *  they  should  be  conditioned,  if 
possible,  so  that  the  proteolytic  enzymes  are  encouraged.  *  *  *  Their  pro- 
tein is  too  coagulated. 

INDIAN    EXPORT    WHEATS 

The  quantity  of  wheat  exported  from  India  varies  with  the  home 
demand.  In  the  five  years  before  the  World  War  the  export  trade 
of  India  was  considerable,  averaging  over  50,000,000  bushels  an- 
nually. Since  the  war  this  trade  has  become  very  erratic  and  is  now 
believed  by  many  to  be  in  a  moribund  condition.  In  1926-27  total 
exports  were  11,088,000  bushels,  and  in  1927-28  they  were  14,328,000 
bushels.  Most  of  the  exported  wheat  goes  to  the  United  Kingdom 
and  is  used  to  fill  the  gap  between  the  Australian  and  North  American 
imports. 

On  an  average  the  protein  content  of  the  majority  of  the  Indian 
wheats  tested,  as  well  as  the  protein  content  of  the  flour  milled  from 
them,  was  low.  Exceptions  are  found  in  the  wheats  received  from 
the  North- West  Frontier  Province.  Two  of  the  varieties  from  this 
Province  were  of  exceptionally  high  protein  content.  The  low  aver- 
age protein  content  would  indicate  limited  baking  strength.  How- 
ever, Indian  wheats  evidently  have  excellent  milling  properties. 

As  to  baking  qualities,  it  is  apparent  that  the  majority  of  the  white 
and  soft  red  winter  wheats  of  India  lack  baking  strength.  The  vol- 
ume of  the  loaf  of  bread  was  low,  and  the  loaf  was  coarse  in  texture 
and  of  undesirable  color.  The  North  American  variety  Marquis, 
however,  proved  to  be  an  excellent  wheat  from  both  the  milling  and 
baking  standpoints.  Of  the  two  durum  varieties,  Bansi  and  Howrah, 
Howrah  had  by  far  the  better  baking  quality.  In  no  way  do  the 
baking  properties  of  the  white  wheats  of  India  compare  with  the  bak- 
ing quality  of  the  white  wheats  grown  in  Australia  or  North  America; 
they  resemble  rather  those  of  the  white  wheats  of  continental  Europe 
as  far  as  baking  strength  is  concerned.  In  milling  value,  however, 
they  outrank  all  the  other  white  wheats  of  the  world. 

As  long  as  supplies  of  Indian  wheat  were  regular,  English  millers 
invariably  used  them  in  their  mixtures  and  the  trade  was  profitable 
to  all  concerned.  On  account  of  the  greatly  increased  consumption 
of  wheat  by  the  people  of  India,  now  about  320,000,000  bushels  a 

112424°— 30 13 


194    TECHNICAL  BULLETIN  197,  U.  S.  DEPT.  OF  AGRICULTUKE 

year,  due  to  a  steady  rise  in  the  standard  of  living  all  over  the  country, 
exports  of  Indian  wheat  have  become  very  irregular.  Naturally 
buyers  lose  interest  in  irregular  supplies,  so  that  Indian  export  wheat 
is  not  now  as  popular  as  it  used  to  be. 

Karachi  wheat  is  one  of  the  most  common  types  of  Indian  export 
wheat.  Through  the  courtesy  of  the  grain-sampling  bureau,  hereto- 
fore mentioned,  samples  of  three  cargoes  of  Karachi  wheat  unloaded 
in  England  were  examined  for  milling  and  baking  properties.  The 
samples  of  all  three  cargoes  graded  as  mixed  wheat  because  of  admix- 
tures of  spring,  durum,  and  winter  classes  in  the  white  wheat.  Test 
weight  per  Winchester  bushel  varied  from  60  to  60.4  pounds.  This 
was  somewhat  lower  than  was  the  case  with  the  pure  varieties. 
(Tables  118,  119,  and  120.)  Nevertheless  the  export  wheats  gave  a 
good  yield  of  flour,  the  three  samples  averaging  74  per  cent.  The 
flour  had  the  same  characteristics  as  the  flour  milled  from  the  pure 
varieties  of  wheat  and  its  baking  characteristics  were  similar.  Appar- 
ently Indian  wheats  should  be  blended  mth  other  wheats  to  obtain 
the  best  results. 

IRAQ 

Production  of  wheat  in  Iraq,  formerly  a  part  of  Turkey,  lying  be- 
tween the  Tigris  and  Euphrates  Kivers  (since  the  World  War  a  British 
Protectorate),  amounted  to  an  average  of  4,000,000  bushels  annually 
in  the  years  1924-26. 

According  to  F.  K.  Jackson,  inspector  general  of  agriculture  at 
Bagdad,  Iraq,  the  local  types  of  wheat  are  gradually  dying  out  and 
are  being  replaced  by  more  promising  varieties  from  other  countries. 
Samples  of  nine  of  these  promising  selections  were  forwarded  for 
milling  and  baldng  tests.  A  description  of  the  samples  and  the  results 
of  the  tests  are  given  in  Tables  121,  122,  and  123. 

Three  of  these  selections  were  classified  as  durum  wheats  and 
six  as  white  wheats.  From  a  milling  standpoint  the  durum  varieties 
were  below  average  because  of  low  test  weight  per  bushel,  low  yield 
of  flour,  or  both.  On  the  other  hand,  with  but  one  exception,  the 
test  weight  and  flour  yield  of  the  white  varieties  was  very  good.  As 
is  usual  with  white  wheats,  the  protein  present  was  low  in  the  majority 
of  instances. 

The  baking  quality  of  two  of  the  durum  varieties  was  very  poor. 
The  third  variety,  Durum  Leucomelan,  exhibited  fairly  good  baking 
strength. 

Half  of  the  white  varieties  (Clarendon,  Nyngan  No.  3,  and  Come- 
back) had  good  baking  strength.  The  other  three  (Punjab  No.  8  B, 
Punjab  No.  11,  and  Punjab  No.  17)  produced  flour  typical  of  the 
white  wheats  of  India,  that  is,  of  poor  baking  strength  when  used 
alone.  It  is  expected  that  the  quality  of  the  wheats  grown  in  Iraq  will 
be  improved  through  the  selection  program  now  in  progress, 


MILLING   AND   BAKING   QUALITIES   OF   WORLD   WHEATS         195 


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196         TECHNICAL   BULLETIN    197,    U.   S.   DEFT.   OF  AGRICULTURE 


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MILLING  AND   BAKING   QUALITIES   OF  WOKLD   WHEATS         197 


JAPAN 


The  trend  of  wheat  production  in  Japan  is  upward.  Production  in 
1928  was  nearly  31,000,000  bushels.  Imports  are  variable.  In 
1924-25  about  15,000,000  bushels  were  imported.  The  estimated 
importation  for  1925-26  was  nearly  28,000,000  bushels.  Exports  of 
wheat  from  Japan  are  chiefly  in  the  form  of  flour  sent  to  China  and 
Si  am. 

Common  red  and  white  wheats  of  spring  and  winter  habit  are  promi- 
nently grown.  Durum  and  club  wheats  are  also  grown  to  a  limited 
extent.  Among  the  wheat  varieties  of  commercial  importance 
grown  in  Japan  are  Akobozu  No.  1,  Akakawa  Aka,  Daruma,  Igachi- 
kugo,  Martin  Amber,  Shirobunbu,  Soshu,  Sapporo  Harukomuki  No.  9, 
and  Sapporo  Harukomuki  No.  10. 

Requests  were  made  to  various  agricultural  authorities  in  Japan 
for  samples  of  all  of  these  varieties  for  the  purpose  of  testing  their 
milling  and  baking  properties.  Through  the  courtesy  of  Takatsugu 
Abiko,  agronomist  of  the  Hokushu  Agricultural  Experiment  Station 
at  Sapporo,  Japan,  samples  of  Martin  Amber,  Sapporo  Harukomuki 
No.  9,  and  Sapporo  Harukomuki  No.  10,  were  received.  A  sample  of 
Akakawa  Aka  (Red  Chaff  Red)  was  sent  but  was  lost  in  transit. 
The  loss  was  very  unfortunate  because  this  variety  is  said  to  be  repre- 
sentative of  about  34  per  cent  of  the  winter  wheat  grown  in  the 
Prefecture  of  Hokushu.  The  variety  Martin  Amber  is  also  said  to  be 
of  winter  habit,  and  is  representative  of  about  41  per  cent  of  the 
winter  wheat  grown  in  this  Prefecture. 

The  varieties  Sapporo  Harukomuki  No.  9  and  No.  10  represent  76 
per  cent  and  5  per  cent,  respectively,  of  the  wheat  of  spring  habit 
grown  in  the  Prefecture  of  Hokushu.  No  club  or  durum  wheats  are 
grown  there. 

The  director  of  the  Kumamoto  Agricultural  Experiment  Station, 
S.  Tanji,  located  at  Kumamoto,  Japan,  sent  samples  of  the  varieties 
Akobozu  No.  1,  and  Shirobunbu.  Both  were  said  to  be  of  winter 
habit,  and  the  samples  were  grown  at  the  experiment  station.  Ako- 
bozu No.  1,  is  representative  of  about  27.3  per  cent  of  all  the  winter 
wheat  grown  in  Prefecture  of  Kumamoto.  In  1926,  14,463  acres 
were  sown  to  this  variety.  Shirobunbu  is  representative  of  10.1 
per  cent  of  the  winter  wheat  grown  in  this  Prefecture;  in  1926,  5,369 
acres  of  it  were  sown. 

Director  H.  Ando,  of  the  Imperial  Agricultural  Experiment  Station, 
located  at  Nishigahara,  Tokyo,  Japan,  forwarded  samples  of  the 
varieties  Soshu,  Daruma,  and  Igachikugo.  He  stated  that  the 
variety  Soshu  is  of  winter  habit  and  is  representative  of  the  wheat 
grown  in  northern  Japan.  Daruma  is  commercially  important  in 
the  Kan  to  district  which  surrounds  Tokyo. 

Igachikugo  is  the  most  important  commercial  variety  that  occurs 
in  the  southern  parts  of  Japan.  It  is  produced  chiefly  in  the  districts 
of  Chugoku  and  Kyushu.  The  wheat  sent  was  grown  at  the  Saga 
agricultural  farm.  Saga  Prefecture,  Kyushu. 

In  addition  to  the  samples  of  the  above  varieties  a  sample  of  the 
"native  wheat"  grown  in  Chosen  (Korea),  was  received  from  S.  Kato, 
director  of  the  agricultural  experiment  station  located  at  Suigen, 
Chosen,  Japan.  This  is  a  soft  red  winter  variety.  Unfortunately 
the  sample  was  not  large  enough  to  make  a  milling  and  baking  test. 

Results  of  the  milling  and  baking  tests  of  Japanese  wheats  are 
given  in  Tables  124,  125,  and  126. 


198         TECHNICAL  BULLETIN    197,   V.  S.   DEF1\   OF  AGRICULTURE 


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MILLING  AND    BAKING    QUALITIES    OF   WORLD    WHEATS         201 

All  the  Japanese  wheats  milled  easily.  The  greatest  yield  of  flour 
was  obtained  from  the  white-wheat  varieties.  Martin  Amber  and 
Sapporo  No.  10  had  the  best  milling  quality.  Their  performance 
compared  very  favorably  with  the  milling  performance  of  wheats  of 
similar  classification  grown  in  India  and  Australia.  The  milling 
quality  of  the  varieties  Sapporo  No.  9  and  Shirobunbu  was  also  good. 
All  the  other  Japanese  varieties  tested  below  average  in  quality. 

The  baking  quality  of  the  flours  milled  from  the  Japanese  wheats 
was  variable.  Of  outstanding  importance  is  the  baking  quality  of 
Sapporo  No.  9  and  Sapporo  No.  10,  as  both  varieties  showed  excellent 
milling  quality,  but  the  flour  from  these  varieties  was  practically 
devoid  of  strength,  as  the  resulting  loaves  were  very  small  in  volume, 
1,400  and  1,540  cubic  centimeters,  respectively.  The  texture  of  the 
loaves  was  poor  and  crumbly,  and  the  break  and  shred  was  indicative 
of  poor  gluten  strength.  Akobozu  No.  1  and  Shirobunbu,  on  the 
other  hand,  exhibited  very  much  better  baking  properties.  The 
volume  of  the  loaves  was  good,  as  was  the  color,  grain,  and  texture  of 
the  crumb.  Crust  color,  however,  was  poor,  indicating  lack  of  diasta- 
tic  activity.  The  flour  milled  from  the  other  varieties  was  variable  in 
strength.  Although  the  volume  of  the  resulting  loaf,  in  many  cases, 
was  fairly  good,  the  size  was  attained  by  sacrificing  quality  of  loaf  for 
size  of  loaf.  The  color,  grain,  and  texture  of  the  loaf  was  not  good, 
nor  was  the  color  of  the  crust  nor  the  break  and  shred  of  the  loaf. 

Strong  wheats  from  overseas,  if  blended  with  Japanese  wheats, 
should  help  to  stabilize  the  baking  qualities  of  the  Japanese  wheat 
flours. 

PALESTINE 

Acreage  devoted  to  wheat  production  in  Palestine  is  not  extensive. 
The  most  important  factor  limiting  production  is  the  climate.  The 
usual  delay  in  rains  during  December  and  January,  insufficiency  of 
rain  in  April,  and  the  absolute  lack  of  rain  in  May,  accompanied  by 
hot  drying  winds  (sirocco)  which  blow  for  many  days  toward  the  end 
of  April  or  the  first  of  June,  are  disastrous  to  the  successful  production 
of  cereals. 

Durum  and  poulard  wheats  are  chiefly  grown.  The  most  important 
durum  varieties  are  Kaf  el  Ruhamau,  grown  extensively  in  Judea  and 
Samaria;  Katrani,  a  drought-resistant  variety,  extensively  cultivated 
in  the  coastal  sections;  Noorsi,  cultivated  on  the  plains  of  Sarona  and 
Gaza,  and  Jaljooli,  grown  extensively  in  the  Haifa  district.  Sarim,  a 
very  hard  type,  does  well  on  the  red  clay  soil  of  Hauran  and  in  the 
Valley  of  the  Jordan,  but  does  not  thrive  elsewhere. 

Haiti  is  the  most  prominent  variety  of  poulard  wheat. 

Samples  of  the  two  durum  varieties,  Noorsi  and  Jaljooli,  and  of  the 
poulard  variety  Haiti,  were  obtained  from  the  Palestine  Jewish 
Colonization  Association,  through  the  courtesy  of  Amram  KhazanofF, 
and  their  milling  and  baking  properties  were  determined.  Data 
resulting  from  this  investigation  are  given  in  Tables  127,  128,  and  129. 


202 


TECHNICAL  BULLETIN    197,   U.   S.  DEFT.   OF  AGRICULTtTEE 


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MILLING  AND    BAKING   QUALITIES   OF   WORLD   WHEATS  203 

Of  the  two  durum  varieties,  Noorsi  was  the  poorer  as  far  as  miUing 
properties  were  concerned,  but  it  had  a  greater  baking  strength  than 
did  the  variety  JaljooH. 

The  milling  quality  of  the  poulard  variety  was  good,  but  its  baking 
strength  was  poor. 

The  milling  and  baking  qualities  of  the  Palestine  varieties  are  in 
line  with  milling  and  baking  properties  of  wheats  of  similar  classes 
grown  in  Egypt,  Tunis,  Morocco,  and  Greece,  but  are  greatly  inferior 
to  the  milling  and  baking  properties  of  the  durum  wheats  grown  in 
North  America  and  continental  Europe. 

OTHER   ASIATIC   COUNTRIES 

Because  of  the  unsettled  conditions  in  China  and  Manchuria  at  the 
time  this  study  was  made,  it  was  not  possible  to  obtain  samples  of 
wheats  from  these  countries.  However,  information  accumulated 
by  B.  W.  Whitlock,  in  charge  of  the  Pacific  coast  headquarters  of  the 
Grain  Division  of  the  Bureau  of  Agricultural  Economics,  who  made 
a  survey  of  the  wheat  situation  in  the  Orient  in  1924,  is  as  follows: 

In  China,  soft  red  winter  and  white  wheats  predominate.  The 
wheat  of  the  Yangtse  Valley  is  largely  soft  red  winter  wheat.  As  a 
rule  it  is  dirty,  weevily,  and  heat  damaged,  and  sells  for  about  two- 
thirds  of  the  price  of  imported  wheat.  The  wheat  of  the  Yellow  Kiver 
Valley  and  the  Shantung  Peninsula  is  largely  white  wheat  of  a  vitreous 
nature.     It,  too,  is  marketed  in  a  dirty  and  damaged  condition. 

In  Manchuria,  spring  wheats  predominate.  They  are  of  moderate 
strength,  resembling  wheat  of  the  Pacific  Northwest,  but  they  are 
extremely  dirty  wheats  and  are  often  smutty;  they  mill  into  a  flour 
of  poor  color  and  flavor.  They  often  carry  an  earthy  odor,  and  for 
this  reason  it  is  dangerous  to  use  too  high  a  proportion  of  Manchurian 
wheats  in  blending. 

MILLING  AND  BAKING  QUALITIES  OF  WHEATS  GROWN  IN  OCEANIA 

Australia  and  New  Zealand  represent  the  wheat-growing  countries 
of  Oceania.  Kesults  of  the  milhng  and  baking  properties  of  the  wheats 
grown  in  these  countries  are  described  in  the  following  pages. 

AUSTRALIA 

AustraUa  ranks  ninth  among  the  countries  in  the  production  of 
wheat.  The  wheat  acreage  in  AustraUa  has  been  increasing  since 
1860.  Since  1895  an  area  equivalent  to  300,000  acres  has  been  added 
annually.  The  acreage  devoted  to  the  production  of  wheat  reached 
a  maximum  in  1915-16  because  of  the  influence  of  the  World  War. 
After  this  date  there  was  a  decrease  until  1920-21.  Since  1921  there 
has  been  a  marked  advance  in  acreage,  particularly  in  Western  Aus- 
traUa. In  1928,  the  acreage  planted  was  the  greatest  ever  sown. 
Wheat  exceeds  any  other  crop  in  importance,  as  it  involves  about  60 
per  cent  of  the  acreage  under  cultivation. 

New  South  Wales  has  the  largest  acreage,  closely  followed  by  the 
States  of  Victoria,  South  AustraUa,  and  Western  AustraUa.  As 
compared  with  the  acreage  in  these  States,  the  acreage  under  wheat  in 
Queensland  and  Tasmania  is  of  relatively  small  importance. 


204  TECHNICAL   BULLETIN    197,   U.   S.   DEPT.    OF  AGRICTJLTTJKE 

The  highest  average  yields  per  acre  for  the  period  1916-1926  were 
those  in  Tasmania  and  Victoria,  followed  in  order  by  those  in  Queens- 
land, South  Austraha,  New  South  Wales,  and  Western  Australia. 

The  Australian  wheat  belt  forms  a  more  or  less  crescent-shaped 
area  in  the  southern  portion  of  the  continent  and  a  similar  but  much 
smaller  territory  to  the  southwest.  According  to  A.  E.  V.  Richardson, 
director  of  the  Waite  Agricultural  Institute,  the  inner  margin  of  the 
Australian  wheat  belt  is  determined  by  aridity  and  the  outer  margin 
by  increased  humidity  and  mountain  relief.  Lack  of  transportation 
facilities  in  Riverina  and  in  Western  Australia  limit  the  expansion  of 
the  wheat  acreage. 

Lack  of  moisture  is  an  important  factor  limiting  wheat  yields  in 
the  important  wheat  areas.  Other  climatic  factors  influencing  pro- 
duction are  excessive  heat  and  frost.  Heat  has  an  important  bearing 
on  production  throughout  Austraha,  varying  in  intensity  in  various 
wheat-producing  sections.  Frosts  are  of  importance  in  Tasmania 
and  Queensland  and  in  some  districts  in  South  Austraha. 

The  varieties  of  wheats  grown  commercially  in  Austraha  are  mainly 
common  white  wheats  of  Avinter  habit.  No  wheats  of  the  strictly 
winter  type  are  grown.  Although  wheats  are  sown  in  the  fall  in 
Austraha,  because  of  the  short  growing  period,  it  is  impossible  to 
secure  reasonably  good  results  with  wheats  of  the  winter  type  that 
are  typical  of  countries  that  have  long  growing  seasons.  The  w^heats 
of  Australia  are,  therefore,  classified  as  early,  midseason,  and  late. 

In  South  Australia  there  are  no  late  wheats.  The  early  type  of 
wheat  is  better  adapted  for  this  section  of  Austraha,  although  the 
midseason  wheats  return  heavier  yields  in  late  season. 

AUSTRALIAN    VARIETIES 

Varieties  of  commercial  importance  grown  in  South  Australia  are 
Gluyas  Early,  Gluyas  Late,  Federation,  Currawa,  Major,  Queen  Fan, 
and  Caliph.  Gluyas  Early  and  Caliph  are  early  varieties.  Gluyas 
Early  is  typical  of  the  wheat  grown  in  South  Australia.  It  is  more  or 
less  rust  resistant.  Gluyas  Late  is  a  selection  from  Gluj^as  Early, 
ripening  about  a  week  later  than  Gluyas  Early.  Federation,  Currawa, 
Major,  and  Queen  Fan  may  be  described  as  midseason  varieties. 

In  the  State  of  Western  Australia  common  w^hite  wheats  represent 
the  major  portion  of  the  crop.  Red  varieties  have  gone  out  of  culti- 
vation, as  they  reduced  the  market  value  of  the  grain.  Durum  and 
club  varieties  are  not  grown  commercially. 

Statistics  are  not  available  regarding  acreage  and  production  of  all 
the  varieties  under  cultivation  in  Western  Australia.  In  1926-27, 
2,776,818  acres  were  sown  to  wheat.  About  47  per  cent  is  sown  to  the 
variety  Nabawa,  an  early  maturing  variety  grown  extensively  through- 
out the  wheat  belt,  and  14  per  cent  to  the  variety  Gluyas  Early.  Other 
early  maturing  varieties  are  Merredin  and  Noongaar.  Yandilla  King 
is  a  late  variety.  The  varieties  Carrabin,  Cedar,  Florence,  and 
Comeback,  are  also  grown  to  a  varying  extent.  Carrabin  is  a  prom- 
ising variety  of  hard  texture  and  good  acre  yields.  Comeback  and 
Florence  are  now  only  sparsely  grown  because,  even  though  they  are 
two  of  the  best  milling  wheats  in  Western  Australia,  acre  yields  are 
rather  low. 


MILLING    AND    BAKING   QtJALITIES   OF  WORLD   WHEATS         205 

As  is  the  case  in  Western  Australia  and  South  Australia,  the  white 
wheats  form  the  major  portion  of  the  commercial  varieties  sown  in 
the  State  of  Victoria.  Durum  and  club  varieties  are  likewise  not  grown 
commercially.  Only  one  or  two  varieties  of  red  wheats  are  grown 
commercially,  and  their  production  is  declining  because  of  the  desire 
that  all  of  the  Australian  wheat  marketed  overseas  be  of  uniform  type. 
Among  the  white  wheats  grown  in  Victoria,  the  varieties  Federation, 
Major,  and  Currawa  are  most  important.  Federation  comprises  over 
60  per  cent  of  the  wheat  grown  in  Victoria.  Of  the  red  winter  wheats, 
Red  Russian  alone  represents  the  bread  wheats.  Its  area  of  produc- 
tion is  small.  The  variety  Warden  is  used  extensively  for  the  produc- 
I  tion  of  hay  in  the  hay  districts  near  Melbourne. 
H|  In  New  South  Wales  only  red  and  white  spring  wheats  of  the  vulgare 
^^  species  are  grown.  Ninety-seven  per  cent  of  the  wheat  produced  is 
white  spring  wheat,  and  3  per  cent  is  red  spring  wheat.  Red  and  white 
winter  wheats,  durum  wheats,  and  club  wheats  are  not  grown.  Of 
the  white  spring  varieties,  Federation,  Hard  Federation,  Canberra, 
Comeback,  and  Ghurka  are  important  in  the  order  named.  Bomen 
is  the  most  important  among  the  red  spring  varieties. 

The  most  important  wheat  varieties  cultivated  in  Tasmania  are 
Braemar  Velvet,  Federation,  Purple  Straw,  and  Farmer  Friend. 
Braemer  Velvet  is  first  in  importance,  especially  in  the  dry  zones  of 
north  central  Tasmania;  in  the  northern  and  more  himiid  zones  it 
tends  toward  excessive  vegetation  and  becomes  more  susceptible  to 
•     the  attacks  of  disease.    This  variety  is  of  winter  habit. 

Federation,  also  of  winter  habit,  is  of  secondary  importance  as  com- 
pared with  Hard  Federation.  It  is  grown  mostly  in  southern  Tas- 
mania. . 

Purple  Straw,  of  winter  habit,  is  the  principal  variety  grown  in 
southeast  Tasmania. 

Through  the  cooperation  of  the  State  Departments  of  Agriculture 
in  New  South  Wales,  South  Australia,  Tasmania,  Victoria,  and 
Western  Australia,  a  number  of  samples  of  wheat  representative  of 
the  types  grown  commercially  in  these  States  were  obtained.  They 
were  subjected  to  milling  and  baking  tests  to  determine  their  relative 
bread-making  possibilities.  The  varieties  received  from  the  various 
States  are  listed  in  Table  130.  The  milling  and  baking  properties  of 
each  sample  are  described  in  Tables  131  and  132. 


206 


TECHNICAL  BULLETIN  197,  U.  S.  DEPT.  OF  AGBICULTURE 


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MILLING   AND    BAKING   QUALITIES   OF  WOBLD    WHEATS         207 


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208 


TECHNICAL   BULLETIN    197,   XJ.   S.   DEPT.    07  AGRICULTURE 


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MILLING   AND    BAKING    QUALITIES    OF   WORLD    WHEATS         209 

From  a  grading  standpoint  the  wheats  sent  from  New  South 
Wales  and  Western  Australia  were  of  better  quality  than  the  wheats  of 
South  Australia,  Tasmania,  and  Victoria. 

From  a  milling  standpoint,  the  order  of  merit  was  not  the  same: 
The  wheats  grown  in  Western  Australia  ranked  first,  followed  in  order 
by  the  wheats  grown  in  New  South  Wales,  South  Australia,  Tasmania, 
and  Victoria. 

The  protein  content  of  the  Australian  wheats  varied  from  6.47 
to  16.21  per  cent,  the  majority  containing  between  10  and  12  per  cent. 
The  wheats  grown  in  Tasmania  were  noticeably  low  in  protein. 

As  far  as  baking  strength  is  concerned,  all  the  Australian  wheats, 
with  the  exception  of  those  grown  in  Tasmania,  produced  flour  of 
fairly  good  baking  strength.  A  few  exceptions  are  to  be  noted,  namely, 
the  varieties  Braemar  Velvet  and  Purple  Straw,  grown  in  Tasmania, 
and  the  varieties  Clubhead  and  Yandilla  King,  grown  in  Western 
Australia. 

With  these  four  varieties  eliminated  from  the  averages,  the  average 
baking  quality  factors  of  the  flour  milled  from  the  Australian  wheats 
were  as  follows:  Fermentation  time,  109  minutes;  proofing  time,  61 
minutes;  water  absorption  of  flour,  58.1  per  cent;  loaf  volume,  1,926 
cubic  centimeters;  weight  of  loaf,  507  grams;  color  score  of  crumb, 
87;  score  of  texture  of  crumb,  88;  texture  of  crumb,  good;  shade  of 
color  of  crumb,  creamy;  loaves  of  bread  per  barrel  of  flour,  293. 

The  milling  quality  of  the  Australian  wheats  appears  to  be  a  little 
stronger  than  that  of  the  white  wheats  grown  in  the  United  States 
(Table  16)  but  not  quite  so  good  as  that  of  the  white  wheats  grown  in 
India.     (Table  119.) 

From  a  baking  standpoint,  the  quality  of  the  flour  milled  from  the 
Australian  varieties  is  not  quite  equal  to  that  of  the  white  wheat 
flours  of  the  United  States.  (Table  17,  col.  5.)  The  Australian 
white  wheat  flours,  however,  are  considerably  stronger  than  the  white 
wheat  flours  of  Indian  origin.     (Table  120.) 

AUSTRALIAN    EXPORT    WHEATS 

Australia  ranks  fourth  among  those  countries  that  export  wheat, 
being  outranked  by  Canada,  the  United  States,  and  Argentina,  in  the 
order  named.  About  one-fourth  of  the  Australian  wheat  shipments 
are  in  the  form  of  flour.  Naturally,  from  the  nature  of  the  varieties 
grown,  the  export  varieties  are  exclusively  white  wheat.  Twelve 
cargoes  of  Australian  export  wheat  were  sampled  through  the  courtesy 
of  the  Superintendence  Co.,  and  milling  and  baking  tests  were  made 
upon  the  samples,  in  order  to  compare  the  quality  of  this  export  wheat 
with  that  of  similar  classes  of  wheat  exported  from  other  countries. 
From  an  examination  of  these  samples,  data  for  which  are  given  in 
Tables  133,  134,  and  135,  it  is  apparent  that  the  milling  quality  of 
Australian  export  wheat  is  of  high  quality.  Weight  per  measured 
bushel  is  excellent,  as  is  the  yield  of  flour  obtainable.  The  quantity, 
of  protein  in  the  wheat  and  that  in  the  resulting  flour  was  the  same  as 
with  the  variety  samples.  Flour  color,  texture,  and  ash  were  typical 
of  those  of  the  varieties  tested.  The  baking  quality  of  the  flour  milled 
from  the  export  cargt)  samples  was  uniform  in  character  and  of  good 
quality. 

112424°— 30 14 


210         TECHNICAL  BULLETIN    197,  U.   S.  DEFT.  OF  AGRICULTURE 


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MILLING   AND   BAKING   QUALITIES   OF  WOULD   WHEATS         211 


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MILLING   AND    BAKING    QUALITIES   OF   WORLD    WHEATS         213 

A  comparison  of  the  relative  milling  and  baking  properties  of  the 
Australian  export  wheats  of  the  1926  crop  and  of  the  white  wheat 
exported  from  the  United  States  during  the  same  crop  year  (average 
of  two  series  of  samples  described  in  Tables  19  and  24),  yields  the 
following  data:  Under  each  item  the  value  for  the  United  States 
export  wheats  is  given  first.  Dockage,  0.9  per  cent,  as  compared 
with  0.7  per  cent;  test  weight  per  bushel,  60.3  pounds,  as  compared 
with  60.6  pounds;  kernel  texture,  81.6  per  cent,  as  compared  with 
82.8  per  cent;  damaged  kernels,  0.3  per  cent,  as  compared  with  0.1 
per  cent;  foreign  material  other  than  dockage,  0.4  per  cent,  as  com- 
pared with  0.3  per  cent;  test  weight  per  bushel  of  cleaned  and  scoured 
wheat  (conditioned  for  milling),  60.6  pounds,  as  compared  with  60.8 
pounds;  screenings  and  scourings  removed  (preparatory  to  milling), 
3.6  per  cent,  as  compared  with  3.1  per  cent;  moisture  in  wheat  before 
tempering,  10.7  per  cent,  as  compared  with  11.7  per  cent;  flour  yields 
(1)  basis  cleaned  and  scoured  wheat,  70.3  per  cent,  as  compared  with 
73.2  per  cent,  (2)  basis  dockage-free  wheat,  68.7  per  cent,  as  compared 
with  71.5  per  cent;  wheat  per  barrel  of  flour  (dockage-free  wheat 
basis),  276  pounds,  as  compared  with  268  pounds;  crude  protein  in 
wheat,  10.96  per  cent,  as  compared  with  10.27  per  cent;  crude  protein 
in  flour,  9.83  per  cent,  as  compared  with  9.32  per  cent;  ash  in  flour, 
0.51  per  cent,  as  compared  with  0.50  per  cent;  gluten  quality  coeffi- 
cient, 2.28,  as  compared  with  2.41;  fermentation  time  of  dough,  115 
minutes,  as  compared  with  117  minutes;  water  absorption  of  the 
flour,  54.7  per  cent,  as  compared  with  54.8  per  cent;  volume  of  loaf, 
2,022  cubic  centimeters,  as  compared  with  1,983  cubic  centimeters; 
weight  of  loaf,  495  grams,  as  compared  with  497  grams;  color  score  of 
crumb,  88,  as  compared  with  87;  texture  score  of  crumb,  87,  as  com- 
pared with  88 ;  bread  per  barrel  of  flour,  286  pounds  in  each  instance. 

NEW  ZEALAND 

Wheat  production  in  New  Zealand  is  gradually  declining.  From 
1870  to  1891  there  was  a  heavy  increase  in  production,  but  with  the 
inception  of  the  more  profitable  frozen-meat  and  dairy  industry,  about 
1890,  wheat  growing  gradually  declined,  and  during  recent  years  the 
quantity  of  wheat  produced  has  fed  only  two-thirds  to  three-fourths 
of  the  population.  Heavy  importations  are  now  made  from  Australia 
and  Canada. 

Ninety-nine  per  cent  of  New  Zealand's  8,000,000  bushels  of  wheat 
is  grown  in  South  Island.  Of  this,  90  per  cent  is  grown  on  the  east 
coastal  plain  (230  by  40  miles)  embracing  portions  of  the  Provinces 
of  Canterbury  and  Otago,  and  centering  around  the  towns  of  Christ- 
church,  Ashburton,  Timaru,  and  Oamaru.  Isolated  areas  of  produc- 
tion, about  2,000  acres  each,  are  found  at  Nelson  and  Blueheim  in  the 
north  of  South  Island,  and  at  six  or  seven  points  in  the  southeast  part 
of  Otago.  One  per  cent  of  the  total  wheat  crop  is  grown  in  North 
Island  in  two  small  sections  near  Wellington  in  the  southern  part  of 
North  Island.  The  coastal  climatic  and  soil  conditions  are  well  suited 
to  the  growing  of  wheat.  The  remaining  acreage  in  New  Zealand  is 
better  adapted  to  grazing  and  the  production  of  meats  and  dairy 
products. 


214 


TECHNICAL   BULLETIN    197,   U.   S.   DEPT.   OF  AGRICULTUBE 


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216  TECHNICAL  BULLETIN    197,  tJ.   S.  DEFT.   OF  AGEICULTUKE 

Among  the  wheat  varieties  grown  in  New  Zealand  are  Dreadnaught, 
Hunters,  Major,  Tuscan,  Velvet,  and  Victor.  The  most  widely  grown 
varieties  are  Tuscan,  Hunters,  and  Velvet.  About  83  per  cent  of  the 
total  acreage  is  sown  to  Tuscan,  10  per  cent  to  Hunters,  and  5  per  cent 
to  Velvet.  The  production  of  Tuscan  is  increasing,  and  the  produc- 
tion of  Hunters  and  Velvet  is  decreasing. 

Through  the  courtesy  of  C.  J.  Reakes,  director  general  of  the  De- 
partment of  Agriculture,  at  Wellington,  New  Zealand,  samples  of  the 
varieties  Hunters,  Tuscan,  and  Velvet  were  obtained  for  milling  and 
baking  tests.  According  to  Mr.  Reakes,  Hunters  is  a  red  wheat  of 
winter  habit  and  Velvet  is  a  white  wheat  of  winter  habit.  Solid  straw 
Tuscan  and  white  straw  Tuscan  are  white  wheats  that  may  be  sown 
in  either  the  winter  or  the  spring.  Results  of  the  milling  and  baking 
tests  are  given  in  Tables  136,  137,  and  138. 

From  a  milling  standpoint  all  four  varieties  were  of  excellent 
quality,  as  they  were  of  high  test  weight  per  bushel  and  yielded  a 
high  percentage  of  flour.  The  flour,  however,  was  not  of  good  baking 
quahty,  as  its  protein  content  was  very  low  and  the  quality  or  strength 
of  the  gluten  (protein),  as  indicated  by  the  water  absorption  of  the 
flour  and  the  fermentation  time  of  the  dough,  was  below  the  average 
for  the  soft  white  class  of  wheat  flours.  Furthermore,  the  size  and 
character  of  the  finished  loaf  of  bread  was  decidedly  below  normal 
in  every  instance  except  one.  The  size  of  the  loaf  was  25  per  cent 
below  the  normal  for  soft  white  wheat  flours,  the  texture  of  the  loaf 
was  coarse,  and  the  color  was  creamy.  The  color  of  the  crust  indi- 
cated lack  of  sufficient  diastatic  activity. 

SUMMARY 

Milling  and  baking  tests  were  made  on  samples  of  412  varieties  of 
wheat  representative  of  the  commercial  types  of  w^heat  grown  in  38 
of  the  wheat-producing  countries  of  the  world,  for  the  purpose  of 
comparing  their  relative  milling  and  baking  qualities. 

Similar  tests  were  made  upon  samples  of  wheat  representing  431 
cargoes  of  export  wheat,  in  order  to  determine  the  relative  milling 
and  baking  properties  of  the  wheat  entering  into  international  trade. 

The  more  important  milling  and  baking  characteristics  of  these 
wheats  are  summarized  in  Table  139. 


MILLING   AND    BAKING   QtJALITIES   OF  WORLD   WHEATS         217 


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MILLING  AND   BAKING   QUALITIES   OF  WORLD   WHEATS  221 

Detailed  figures  regarding  the  commercial  classification  of  these 
wheats,  their  milling  and  baking  properties,  and  statistics  concerning 
the  production,  distribution,  and  consumption  of  wheat  have  been 
given  in  connection  with  each  country. 

As  a  result  of  the  study  it  is  apparent  that  the  majority  of  the  wheats 
grown  throughout  the  world  are  of  the  common  type  ( Triticum  vulgar e). 
Wheat  similar  to  the  spring  wheats  produced  in  the  United  States  is 
grown  in  Australia,  Bulgaria,  Canada,  Czechoslovakia,  England, 
Estonia,  Germany,  Hungary,  India,  Japan,  Latvia,  Manchuria, 
Norway,  Russia,  Sweden,  Switzerland,  the  Netherlands,  the  Union  of 
South  Africa,  and  Uruguay.  By  far  the  greatest  production  of  hard 
red  spring  w^heat  occurs  in  Canada,  with  Russia  and  the  United  States 
ranking  next  in  order.  Hard  red  spring  wheats  are  grown  in  Australia, 
England,  India,  Switzerland,  the  Netherlands,  and  Uruguay,  but 
their  production  is  relatively  unimportant. 

Large  acreages  are  devoted  to  the  production  of  durum  wheat  in 
Algeria,  Bulgaria,  Canada,  Greece,  Iraq,  Italy,  Morocco,  Palestine, 
Russia,  and  Tunis.  Although  durum  wheat  is  raised  in  Argentina, 
Australia,  India,  Latvia,  and  Uruguay,  it  is  relatively  unimportant. 
Rumania  and  Yugoslavia  also  grow  durum  wheat,  but  no  samples 
were  received  from  those  countries  for  testing. 

Only  eight  countries  sent  w^heat  similar  in  appearance  to  the  hard 
red  winter  wheats  grown  in  the  United  States.  Of  these  Russia  prob- 
ably produces  the  greatest  quantity,  followed  in  order  by  the  United 
States  and  Argentina.  Smaller  quantities  are  grown  in  Canada, 
Czechoslovakia,  and  Hungary.  Although  hard  red  winter  wheats  are 
grown  in  Australia,  Bulgaria,  and  India,  the  quantity  is  very  small  in 
each  instance,  and  there  seems  to  be  little  likelihood  of  increase.    ^ 

Soft  red  winter  wheats  were  received  from  Argentina,  Australia, 
Belgium,  Bulgaria,  Chile,  Denmark,  England,  Germany,  Hungary, 
India,  Ireland,  Italy,  Japan,  Latvia,  Lithuania,  Mexico,  Portugal, 
Russia,  Scotland,  Spain,  Sweden,  Switzerland,  the  Netherlands,  the 
Union  of  South  Africa,  and  the  United  States.  They  are  outstandingly 
important  commercially  in  Belgium,  the  lower  Danube  countries  of 
Rumania,  and  Yugoslavia,  Bulgaria,  Denmark,  England,  France, 
Germany,  Hungary,  Ireland,  Italy,  Japan,  Latvia,  Portugal,  Russia, 
Scotland,  Spain,  Switzerland,  the  Union  of  South  Africa,  and  the 
United  States. 

Twenty-nine  of  the  thirty-eight  countries  that  contributed  wheat  to 
this  study  produce  white  wheat.  The  countries  in  which  white  wheat  is 
of  large  commercial  importance  are  Australia,  Belgium,  China,  Chile, 
Egypt,  England,  Estonia,  India,  Iraq,  Japan,  Lithuania,  Mexico, 
Morocco,  New  Zealand,  Poland,  Scotland,  Spain,  the  Netherlands,  the 
Union  of  South  Africa,  Tunis,  and  the  United  States.  White  wheat  is 
reported  as  being  produced  in  small  quantities  in  Algeria,  Argentina, 
Bulgaria,  Canada,  Greece,  Ireland,  and  Italy.  By  far  the  greatest 
production  of  white  wheat  takes  place  in  India,  with  Australia  second 
and  the  United  States  third.  With  the  exception  of  Spain  and  China 
for  which  statistics  on  class  production  are  not  available,  all  the  other 
countries  produce  less  than  25,000,000  bushels  of  white  wheat  annually. 

It  is  concluded  from  a  study  of  the  milling  and  baking  data  result- 
ing from  the  analysis  oi  the  world's  wheat  that  while  milling  quality, 
that  is,  the  abiUty  to  produce  a  large  quantity  of  high-grade  flour 
from  the  mi^imum  quantity  of  wheat,  is  a  factor  in  determining  the 


222         TECHNICAL   BULLETIN    197,   TJ.   S.   DEPT.   OF  AGRICULTTJKE 

relative  ^standing  of  quality  of  the  wheats,  it  is  the  baking  quality  of 
the  flours  milled  from  these  wheats  that  sharply  differentiates  the 
wheats. 

As  far  as  the  hard  red  spring  wheats  are  concerned,  the  higher 
grades  of  Canadian  wheat  rank  first  in  milling  value.  However,  from 
a  baking  standpoint  the  flours  milled  from  the  hard  red  spring  wheats 
grown  in  the  United  States  are  equally  good.  Russian  spring  wheats 
appear  to  be  somewhat  deficient  in  baking  strength  when  compared 
with  those  grown  in  North  America  and  South  America. 

The  spring  wheats  grow^n  in  northern  Europe — in  Norway,  Sweden, 
Germany,  Latvia,  and  Poland — although  in  most  instances  of  good 
milling  value,  are  somewhat  deficient  in  baking  strength.  This  is  also 
true  of  the  spring  wheats  grown  in  the  Union  of  South  Africa.  Uru- 
guay, on  the  other  hand,  produces  spring  wheat  of  very  good  baking 
strength. 

Russia,  Canada,  and  the  United  States  produce  the  best  quality  of 
durum  wheat.  All  the  other  countries  producing  durum  wheat,  with 
but  minor  exceptions,  have  a  product  that  is  very  noticeably  deficient 
in  baking  strength. 

From  both  a  milling  and  a  baking  standpoint,  the  best  quality  hard 
red.winter  wheat  is  produced  in  the  United  States.  The  hard  red  winter 
wheat  grown  in  Argentina  appears  to  be  of  lesser  milling  value  than 
that  grown  in  the  United  States.  The  baking  quality  of  the  flour 
milled  from  Argentine  wheat,  although  not  the  equal  of  that  milled 
from  the  hard  red  winter  wheats  of  the  United  States,  is  of  fair  quality. 
The  flour  milled  from  the  Russian  hard  red  winter  wheats  appears  to 
be  lacking  in  baking  strength.  Those  of  Bulgaria  and  Hungarydo 
not  appear  to  be  quite  so  strong  as  the  Argentine  wheats  of  similar 
oiassification. 

The  soft  red  winter  w^heats  grown  in  the  United  States,  although 
failing  to  equal  the  milling  quality  of  some  w^heats  of  the  same  class 
grown  in  other  parts  of  the  world,  excelled  in  baking  quality  in  every 
instance.  Those  produced  in  the  United  Kingdom  as  well  as  those 
produced  in  the  greater  part  of  continental  Europe  are  of  average,  to 
above-average  milling  quality,  but  are  decidedly  deficient  in  baking 
quality.  Only  in  European  Russia,  Hungary,  and  the  lower  Danube 
countries  are  found  soft  red  winter  wheats  that  have  fair-to-average 
baking  qualities  as  well  as  milling  quality. 

The  white  wheats  grown  in  India,  Australia,  and  the  United  States 
rank  in  milling  quality  in  the  order  in  which  the  countries  are  named. 
From  a  baking  standpoint,  the  flours  milled  from  the  white  wheats 
produced  in  the  United  States  and  Australia  are  of  approximately  the 
same  strength;  the  baking  strength  of  the  flours  milled  from  the  white 
wheats  of  India  is  noticeably  less.  Mexico,  Russia,  Poland,  Chile, 
Morocco,  and  the  Union  of  South  Africa  also  produce  white  wheat  of 
good  baking  strength.  Those  grown  in  all  other  parts  of  the  world 
ar^  much  below  average  in  this  respect. 

In  the  warm  and  dry  areas  of  southern  Europe  and  Asia,  and 
northern  Africa,  poulard  wheat  (Triticum.  turgidvm)  is  popular.  Mill- 
ing and  baking  tests  were  made  on  this  class  of  w^heat  on  samples 
submitted  from  Egypt,  Italy,  Palestine,  Portugal,  and  India,  and  the 
results  were  always  below  the  average  of  any  of  the  other  classes  of 
wheat  studied. 


MILLING  AND   BAKING  QUALITIES   OF  WORLD   WHEATS         223 

It  is  recognized  that,  because  of  the  changes  in  environmental  con- 
ditions which  control  the  production  of  wheat  from  year  to  year, 
observations  as  to  the  quality  of  any  given  crop  should  not  be  con- 
sidered as  final,  and  that  fairer  conclusions  might  be  drawn  if  the 
data  were  the  result  of  the  study  of  samples  of  the  crops  of  several 
years. '  Nevertheless,  considering  the  difficulty  encountered  in  obtain- 
ing the  samples  for  this  testing,  a  continued  study  was  deemed  im- 
practicable. One  point  in  favor  of  the  conclusions  to  be  drawn  from 
this  study  is  that,  with  one  or  two  exceptions,  the  information  that 
accompanied  the  samples  sent  from  the  various  countries  was  to  the 
effect  that  the  wheats  were  grown  in  an  average  crop  year.  More- 
,over,  the  baking  properties  of  the  wheats  produced  in  the  majority  of 
the  countries  were  so  widely  different  that  the  differences  can  hardly 
be  attributable  in  any  significant  degree  to  annual  variation  in  the 
sample  characteristics.  Therefore  a  study  continued  over  a  series  of 
years  seems  unlikely  to  prove  more  useful  than  this  study  of  the 
samples  of  one  crop  year. 

LITERATURE  CITED 

(1)  American  Association  of  Cereal  Chemists,  Committee  on  Methods  of 

Analysis. 
1928.  methods  for  the  analysis  of  cereals  and  cereal  products. 
176  p.     Lancaster,  Pa. 

(2)  Clark,  J.  A.,  Martin,  J.  H.,  and  Ball,  C.  R. 

1922.  classification  of  American  wheat  varieties.     U.  S.  Dept.  Agr. 
Bui.  1074,  238p.,  illus. 

(3)  Coleman,  D.  A.,  and  Rothgeb,  B.  E. 

1927.  heat-damaged  wheat.     U.  S.  Dept.  Agr.  Tech.  Bui.  6,  32  p.  illus. 

(4)  Johnson,  A.  H.,  and  Whitcomb,  W.  O. 

1927.  A    comparison    of   some    properties    of   normal   and   frosted 
wheats.      Mont.  Agr.  Expt.  Sta.  Bui.  204,  66  p.,  illus. 

(5)  Kent-Jones,  D.  W. 

1927.  modern  cereal  chemistry.     Rev.  and  enl.  ed.,  446  p.,  illus.    Liver- 

pool, England. 

(6)  Miller,  R.  C. 

1915.  milling  and  baking  tests  of  wheat  containing  admixtures  of 

RYE,     CORN    COCKLE,    KINGHEAD,    AND    VETCH.       U.    S.    Dept.    Agr. 

Bul.  328,  24  p.,  illus. 

(7)  Shollenberger,  J.  H.,  and  Clark,  J.  A. 

1924.    MILLING        AND     BAKING       EXPERIMENTS       WITH       AMERICAN     WHEAT 

VARIETIES.     U.  S.  Dept.  Agr.  Bul.  1183,  94  p.,  illus. 

(8)  and  Coleman,  D.  A. 

1926.    RELATION  OF  KERNEL  TEXTURE  TO  THE   PHYSICAL  CHARACTERISTICS, 
MILLING    AND    BAKING   QUALITIES,    AND    CHEMICAL   COMPOSITION   OF 

WHEAT.     U.  S.  Dept.  Agr.  Bul.  1420,  16  p.,  illus. 

(9)  United  States  Department  of  Agriculture,  Bureau  of  Agricultural 

Economics. 

1928.  handbook  of  official  grain  standards  for  wheat,  shelled 

corn,  oats,  feed  oats,  mixed  feed  oats,  rye,  grain  sorghums 
AND  BARLEY.  U.  S.  Dept.  AgF.,  BuF.  AgF.  Econ.,  U.  S.  G.  S.  A., 
G.  I.  FoFin  90,  100  p.,  illus. 


ORGANIZATION  OF  THE  UNITED  STATES    DEPARTMENT  OF  AGRICULTURE 
WHEN  THIS  PUBLICATION  WAS  LAST  PRINTED 

September,  1930 


Secretary  of  Agriculture Arthur  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlap  • 

Director  of  Scientific  Work A,  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension  Work C.  W.  Warburton. 

Director  of  Personnel  and  Business  Adminis-     W.  W.  Stockberger. 
tration. 

Director  of  Information M.  S.  Eisenhower, 

Solicitor E.  L.  Marshall. 

Weather  Bureau :_   Charles  F.  Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dairy  Industry O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils , H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  Public  Roads Thomas  H.  McDonald,  Chief. 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief.      « 

Plant  Quarantine  and  Control  Administration.  Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Food  and  Drug  Administration Walter  G.  Campbell,  Director  of 

Regulatory  Work,  in  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Barnett,  Librarian. 


This  bulletin  is  a  contribution  from 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Grain   Division H.  J.  Besley,  Principal  Marketing 

Specialist,  in  Charge. 
224 


0.  S.  GOVERNMENT  PRINTING   OFFICE:  1930 


Technical  Bulletin  No.  196 


October,  1930 


THE  CANNING  QUALITY 

OF  CERTAIN 

COMMERCIALLY  IMPORTANT 

EASTERN  PEACHES 

BY 
CHARLES  W.  CULPEPPER 

Physiologist 

AND 

JOSEPH  S.  CALDWELL 

Senior  Physiologist 

Office  of  Horticultural  Crops  and  Diseases 

Bureau  of  Plant  Industry 


United  States  Department  of  Agriculture,  Washington,  D.  C. 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  C.        -----._.        Price  10  cents 


Technical  Bulletin  No.  196 


October,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


THE  CANNING  QUALITY  OF  CERTAIN 

COMMERCIALLY  IMPORTANT 

EASTERN  PEACHES 

By  Charles  W.  Culpepper,  Physiologist,  and  Joseph  S.  Caldwell,  Senior  Physi- 
ologist, Ofjfice  of  Horticultural  Crops  and  Diseases,  Buremi  of  Plant  Industry 


CONTENTS 


Page 

Introduction 1 

Review  of  literature 3 

Plan  ofwork 5 

Source  of  material 6 

Chemical  and  physical  studies 6 

Methods  of  analysis 7 

Results  of  analyses 8 

Pressure  tests 13 

Changes  occurring  in  storage 15 

Canning  tests 26 

Methods  employed  in  the  canning  exper- 
iments   26 

Points    considered    in    comparing    the 

canned  products 26 

Relation  ofmaturity  to  canning  quality..  27 

Comparison  of  varieties 31 

Canning  after  storage 33 

Cold  storage  as  an  adjunct  to  canning 34 


Page 

Selection  and  nandling  of  material  for  canning  34 

Stage  of  maturity  for  canning 35 

Harvesting  the  fruit 36 

Grading  the  fruit 38 

Pitting  the  fruit 38 

Lye  peeling 38 

Packing 39 

Strength  of  sirup 39 

Sirup ing  and  exhausting 39 

Processing 40 

Cooling  the  cans 40 

Some  factors  determining  the  success  of  a 

canning  enterprise 41 

Development  of  a  southeaster  n  peach-canning 

industry 42 

Summary 43 

Literature  cited  _ _ 45 


INTRODUCTION 

The  acreage  planted  to  commercial  peach  orchards  in  the  South- 
eastern States  has  increased  very  rapidly  during  the  last  10  years, 
not  only  in  long-established  producing  districts  but  also  in  areas 
which  had  not  previously  made  material  contributions  to  the  com- 
mercial crop.  While  the  total  yield  has  varied  greatly  from  year 
to  year,  there  has  been  a  tendency  toward  steadily  increased  produc- 
tion. For  the  six  years  1909  to  1914,  inclusive,  the  average  annual 
production  of  peaches  in  the  United  States  was  44,113,000  bushels, 
the  largest  crop  of  the  period  being  that  of  1914,  which  was  54,109,- 
000  bushels.  For  the  period  1915  to  1920,  inclusive,  the  average 
annual  production  was  47,178,000  bushels,  the  largest  crop  being 
that  of  1915,  64,097,000  bushels.  For  the  six  years  1921  to  1926, 
inclusive,  the  average  annual  production  was  50,730,000  bushels,  the 
largest  crop  being  69,865,000  bushels  in  1926  {25:  1925,  Table  201; 
1927,  Tables  15^-155).^ 
■ — — ^ — . — . . 

1  Italic  numbers  in  parentheses  refer  to  Literature  Cited,  p.  45. 

112542°— 30 1  1 


TECHNICAL  BULLETIN    19  6,   U.   S.   DEPT.   OF   AGRICULTURE 


The  decline  in  the  production  of  home  orchards  throughout  most 
of  the  Southeastern  States  has  been  more  than  offset  by  the  increase 
in  commercial  plantings  concentrated  in  a  few  of  these  States,  The 
result  is  that  a  rapidly  increasing  proportion  of  the  crop  reaches 
consumers  through  car-lot  shipments,  as  is  made  apparent  by  in- 
spection of  the  data  upon  total  production  and  car-lot  shipments  for 
the  10  years  1920  to  1929.  (Table  1.)  The  seven  States  of  Georgia, 
North  Carolina,  South  Carolina,  Alabama,  Arkansas,  Texas,  and 
Tennessee  supply  approximately  two-thirds  of  all  carload  shipments 
of  fresh  peaches,  exclusive  of  those  from  California,  and  the  entire 
crop  must  be  marketed  w^ithin  a  period  of  10  or  11  weeks  {11).  The 
marketing  areas  for  these  States  are  so  largely  identical  and  the 
shipping  seasons  overlap  so  largely  that  any  very  considerable  in- 
crease in  the  crop  of  one  State  affects  the  market  for  all  the  others. 
The  area  to  which  fresh  peaches  can  be  shipped  has  remained  prac- 
tically stationary  while  production  has  increased,  and  increased  pro- 
duction has,  therefore,  been  attended  by  increased  difficulty  in  finding 
purchasers  for  the  crop.  Consequently,  while  more  or  less  general 
failure  of  the  peach  crop  may  occasionally  result  in  scarcity  and 
high  prices,  years  of  normal  yield  in  the  larger  producing  areas 
result  in  a  large  surplus  which  can  not  find  purchasers  within  the 
area  to  which  it  can  be  distributed,  and  considerable  portions  of  the 
crop  are  left  upon  the  trees. 


Table  1.- 


-Total  production  and  car-lot  shipments  of  peaches  in  the  United 
States.  1920-1929 ' 


Year 

Total  pro- 
duction 

Car-lot 
shipments 

Year 

Total  pro- 
duction 

Car-lot 
shipments 

1920 

Bushels 
45, 620,  000 
32, 602, 000 
55, 852, 000 
45,382,000 
53, 848, 000 

28,179 
27,334 
38, 405 
33, 525 
39,395 

1925 

Bushels 
46,  562,  000 
69,865,000 
45,  463,  000 
68,  369, 000 
46,998,000 

40,845 
58,465 

1921 

1926 

1922 

1927 

41,714 
57,706 
35,294 

1923 

1928... 

1924 

1929.. 

1  Figures  are  from  the  Yearbook  of  the  Department  of  Agriculture  for  1927,  Tables  154  and  155,  pp.  853- 
855;  for  1928,  Tables  153-155,  pp.  778-780;  and  for  1930,  Tables  202-204,  pp.  735-737  (25). 

The  consequence  of  gluts  in  the  principal  markets  is  especially 
disastrous  to  growers  in  districts  far  removed  from  the  consuming 
centers.  For  this  reason  there  is  in  some  producing  districts  a  very 
intense  interest  in  possible  methods  of  utilizing  a  portion  of  the 
crop  in  other  ways  than  by  placing  it  upon  the  market  as  fresh 
fruit. 

A  fairly  comprehensive  study  of  the  more  obvious  possibilities 
for  the  use  of  eastern  peaches  in  the  manufacture  of  various  food 
products  was  begun  by  the  Office  of  Horticulture,  Bureau  of  Plant 
Industry,  in  1924.  Tliis  bulletin  reports  the  results  with  reference 
to  the  canning  of  these  peaches;  a  previous  publication  (14)  recorded 
the  results  of  a  study  of  methods  of  preserving  crushed  peaches  for 
use  in  the  manufacture  of  commercial  and  homemade  ice  cream. 

Commercial  peach  canning  had  its  origin  in  the  eastern  peach- 
growing  territory  and  has  had  a  rather  long  history,  in  the  course  of 
which  it  has  served  as  an  outlet  for  varying  quantities  of  material 
of  the  various  varieties  which  at  one  time  or  another  have  attained 


CANNING  QUALITY  OF   CERTAIN   EASTERN    PEACHES  3 

popular  favor.  However,  no  detailed  study  of  the  comparative 
suitability  for  canning  purposes  of  the  varieties  which  are  now 
commercially  important  has  ever  been  made.  It  is  impossible  to  gain 
from  the  literature  any  clear  conception  of  the  nature  of  the  problems 
encountered  in  preserving  the  fruit  or  of  the  methods  best  adapted 
to  handling  the  material.  The  processes  employed  by  individual 
cannery  operators  are  almost  wdiolly  empirical,  and  little  attention 
has  been  given  to  the  development  of  canning  methods  designed  to 
yield  a  standardized  product  of  high  quality.  Consequently,  while 
most  of  the  older  peach-growing  districts  of  the  Southeastern  States 
have  witnessed  repeated  attempts  to  develop  canning  enterprises 
w^th  peaches  as  the  chief  material  handled,  a  very  large  percentage 
of  such  undertakings  have  failed,  and  there  is  little  if  any  expansion 
in  the  annual  volume  of  canned  peaches  of  the  eastern  types.  It, 
therefore,  seemed  worth  while  to  make  a  rather  detailed  study  of 
the  problems  involved,  in  the  hope  that  such  modifications  of  the 
technology  of  the  canning  process  might  be  made  as  would  permit 
the  production  of  a  standardized  product  of  acceptable  character. 
As  a  background  for  such  work,  it  was  necessary  to  study,  in  con- 
siderable detail,  the  chemical  and  physical  changes  occurring  in 
ripening  in  each  of  the  varieties. 

REVIEW  OF  LITERATURE 

Gould  and  Fletcher  {17)  and  Deming  (7)  have  described  methods 
of  preparing  and  preserving  peaches  of  the  eastern  varieties  which 
are  applicable  to  home  or  small-scale  commercial  operations  carried 
on  with  a  minimum  of  special  equipment,  and  Powell  (22)  has 
given  directions  for  home  canning  of  these  peaches.  The  material 
presented  by  these  authors  has  been  reproduced  in  substance  in 
various  publications  intended  to  serve  as  guides  in  home  canning. 
A.  W.  Bitting  (4,  ^5),  in  a  general  treatment  of  methods  of  canning 
peaches,  has  included  some  discussion  of  the  canning  of  eastern 
peaches  with  some  experimental  data  obtained  with  the  Elberta 
variety.  The  descriptions  of  the  technic  employed  in  canning 
peaches  which  are  given  by  Cruess  {12)^  Knox  (20),  Zavalla  (26)^ 
and  A.  W.  Bitting  (3)  refer  primarily  to  the  methods  employed  in 
handling  firm-fleshed,  clingstone  peaches,  and  are  not  applicable 
without  modification  to  the  soft-fleshed  freestone  varieties  grown 
in  the  Southeastern  States. 

The  employment  of  a  boiling  lye  solution  for  peeling  the  fruit 
is  mentioned  by  A.  W.  Bitting  (5)  and  by  Gould  and  Fletcher  (17) 
as  being  in  more  or  less  general  use  prior  to  1910,  and  K.  G.  Bitting 
(6)  has  reported  the  results  of  a  detailed  experimental  study  of  the 
effects  of  lye  peeling  upon  the  fruit  and  of  the  conditions  making  for 
most  effective  removal  of  the  peels.  She  describes  a  considerable 
number  of  patented  lye-peeling  machines,  stating  that  the  first  of 
these  mechanical  devices  was  patented  March  7,  1905.  The  use  of 
Ive  for  peeling  peaches  is  also  described  by  Newman  and  Freeman 
(^i),  who  appear  not  to  have  been  aware  that  the  process  had  long 
been  in  use. 

The  varieties  of  peaches  most  widely  grown  in  the  eastern  peach- 
growing  districts  have  been  little  studied  with  respect  to  the  chemical 
changes  occurring  in  growth  and  ripening. 


Bigelow  and  Gore  (^)  made  chemical  analyses  at  four  stages  in 
the  development  of  the  fruit,  beginning  just  after  the  June  drop 
and  extencling  to  market  ripeness.  Of  the  seven  varieties  studied — 
Triumph,  Rivers,  Early  Crawford,  Stump,  Orange  Smock,  Heath 
Cling,  and  Elberta — only  the  last  is  commercially  important  at  the 
present  time.  Detailed  studies  of  three  varieties  (Elberta,  Orange 
Smock,  and  Stump)  showed  that  in  passing  from  the  market-ripe 
to  the  full-ripe  condition  on  the  tree  there  was  an  increase  of  12  per 
cent  in  the  total  weight  of  the  fruit ;  also  that  total  solids  and  total 
sugars  increased  considerably,  while  the  acidity  and  percentage  of 
insoluble  solids  decreased.  On  the  water-free  basis,  the  most  im- 
portant changes  in  passing  from  market  ripeness  to  full  ripeness 
were  a  decrease  in  marc  (total  water-insoluble  solids  of  the  flesh, 
including  peel)  from  18.3  to  14.2  per  cent  and  an  increase  in  sugar 
from  53  to  60  per  cent  of  the  total  dry  matter.  The  flesh  of  the 
peach  was  found  to  be  practically  starch  free  at  all  stages  of  develop- 
ment. Bigelow  and  Gore  also  stored  market-ripe  fruit  at  three 
different  temperatures,  32°,  53°  to  59°,  and  77°  to  86°  F.,  and  found 
in  all  cases  loss  in  total  solids,  total  sugars,  acid,  and  marc.  All  these 
losses  were  much  smaller  per  unit  of  time  in  the  cold-stored  fruit. 
There  was  an  increase  in  reducing  sugar  at  the  expense  of  sucrose 
at  both  32°  and  room  temperature,  but  it  was  much  smaller  in  amount 
at  the  low  temperature. 

In  subsequent  work  Gore  {16)  employed  several  varieties  of 
peaches,  among  other  fruits,  in  a  study  of  respiration.  He  found 
that  the  respiratory  rate  increased  as  the  fruit  passed  from  the  hard- 
ripe  to  the  full-ripe  condition  after  removal  from  the  tree,  but  that 
there  was  no  marked  change  in  rate  in  fruit  allowed  to  ripen  on  the 
tree.  There  was  no  measurable  increase  in  rate  of  respiration  in 
hard-ripe  fruit  as  a  result  of  picking,  as  measured  by  comparison 
with  determinations  upon  fruit  still  attached  to  the  tree.  In  picked 
fruit  the  rate  of  production  of  carbon  dioxide  was  determined  by 
temperature,  being  nearly  sixteen  times  as  great  at  29°  as  at  1.8°  C. 
The  temperature  increase  required  to  double  the  rate  of  production 
of  carbon  dioxide  was  8°  to  8.4°  for  Elberta,  Connet,  and  ripe  Car- 
man, 7.5°  for  Hiley,  6.8°  for  Champion,  and  6.5°  for  hard-green 
Carman.  There  was  a  considerable  falling  off  in  the  respiratory 
rates  at  all  temperatures  on  the  second  day  of  storage  in  the  one 
variety  (Connet)  upon  which  tests  were  continued  for  two  days. 

Hill  {19)  found  that  a  decrease  in  respiratory  rate  occurred  in 
green  peaches  held  in  storage  for  considerable  periods.  The  respira- 
tory rate  fell  to  less  than  half  its  normal  rate  in  air  when  the  fruit 
was  stored  in  hydrogen,  nitrogen,  or  carbon  dioxide,  but  the  flesh 
of  the  peaches  turned  brown  and  developed  a  flavor  that  made  them 
entirely  inedible. 

Appleman  and  Conrad  {1)  studied  the  change?  occurring  in  the 
pectins  of  Late  Crawford  peaches,  employing  the  methods  of  Carre 
and  Haynes  {10)  and  Carre  (<?,  9),  They  found  neither  pectic  acid 
nor  calcium  pectate  present  at  any  stage  of  ripening.  The  pectic 
materials  present  consisted  of  protopectin  and  pectin,  their  sum 
being  practically  constant  at  all  stages  of  ripening  and  showing  a 
slow  decrease  in  fully  soft  ripe  fruit.  In  green  or  hard  ripe  fruit 
protopectin  very  greatly  predominated,  making  up  more  than  80 


CANNING  QUALITY   OF    CERTAIN   EASTERN   PEACHES  5 

per  cent  of  the  total.  As  ripening  proceeded,  protopectin  was  pro- 
gressively converted  into  pectin,  which  made  up  60  to  70  per  cent 
of  the  total  pectic  materials  in  the  soft  ripe  fruit.  The  increase  in 
soluble  pectin  so  closely  paralleled  the  progress  of  softening  during 
ripening  that  Appleman  and  Conrad  consider  that  the  conversion 
of  protopectin  into  pectin  is  the  chief  process  responsible  for  soften- 
ing. Storage  at  low  temperatures  retarded  the  formation  of  pectin, 
but  those  writers  advise  against  prolonged  storage  because  of  de- 
terioration in  the  flavor  of  the  fruit.  Removal  from  the  tree  at  the 
hard-ripe  stage,  followed  by  storage  for  three  days  at  a  temperature 
approximating  72°  F.,  resulted  in  very  much  greater  formation  of 
soluble  pectin  and  correspondingly  greater  softening  than  occurred 
in  the  same  period  in  fruit  left  on  the  tree.  Consequently  they  rec- 
ommend that  hard-ripe  fruit  be  left  on  the  trees  if  it  can  not  be  dis- 
posed of  promptly  after  picking. 

Little  attention  has  been  given  to  the  study  of  the  flavoring  con- 
stituents of  the  peach  in  so  far  as  the  relation  of  their  development 
to  the  ripening  process  is  concerned.  It  is  generally  recognized  that 
the  full  characteristic  flavor  of  the  variety  does  not  develop  until  the 
fruit  has  become  soft  ripe.  Culpepper,  Caldwell,  and  Wright  {H) 
have  emphasized  the  fact  that  such  development  occurs  only  in  fruit 
which  remains  attached  to  the  tree  and  that  it  does  not  occur  in  fruit 
picked  green  or  hard  ripe,  no  matter  what  the  subsequent  treatment 
may  be.  Power  and  Chesnut  {23)  studied  the  odorous  constituents 
of  one  variety,  Belle,  and  found  that  these  consisted  chiefly  of  esters 
of  linalool  with  formic,  acetic,  valeric,  and  caprylic  acids,  with  con- 
siderable acetaldehyde.  The  essential  oil  obtained  from  the  con- 
centrated distillate  had  a  most  intense  peachlike  odor  and  was 
exceedingly  unstable,  completely  losing  its  fragrance  when  exposed 
to  the  air.  No  trace  of  benzaldehyde  or  hydrocyanic  acid  was  de- 
tected in  the  distillate  from  the  pulp,  whence  these  writers  con- 
cluded that  amygdalin  is  restricted  to  the  kernels.  Culpepper,  Cald- 
well, and  Wright  {H)  have  reported  that  the  odor  of  benzaldehyde 
is  constantly  present  in  the  pulp  of  some  varieties  and  occasionally 
present  in  others.  The  fruit  employed  by  Power  and  Chesnut  was 
firm  ripe  when  used,  but  had  been  picked  at  the  hard-ripe  stage  and 
shipped  to  Washington  under  refrigeration  from  Georgia.^  It  is 
practically  certain  that  the  amounts  of  odorous  constituents  found 
would  have  been  increased  had  the  fruit  used  been  full}^  ripened  on 
the  trees. 

Rabak  {24.)  studied  the  composition  of  the  oil  obtained  from  the 
peach  kernel  and  found  that  both  the  fixed  and  the  volatile  oils  from 
peach,  prune,  and  apricot  kernels  are  essentially  identical  in  physical 
and  chemical  properties  with  the  oils  of  sweet  and  bitter  almonds. 
The  kernels  of  the  peach  yielded  39.5  per  cent  of  fixed  and  1.17  per 
cent  of  volatile  oil,  values  only  very  slightly  inferior  to  those  obtained 
in  the  case  of  almonds. 

PLAN  OF  WORK 

The  work  included  two  closely  related  lines  of  investigation,  one 
consisting  of  chemical  and  physical  studies  of  each  of  the  varieties 
used  and  the  other  of  practical  canning  experiments.     The  purpose 

2  Personal  communication  from  Victor  K.  Chesnut. 


6  TECHNICAL  BULLETIN    19  6,  U.  S.  DEPT.  OF  AGRICULTURE 

of  the  first  line  of  work  was  to  obtain  information  as  to  the  nature 
and  rate  of  the  physical  and  chemical  changes  occurring  in  the  peach 
during  ripening  and  as  to  the  differences  among  varieties  in  these 
respects.  The  canning  experiments  consisted  in  the  canning  of 
experimental  packs  of  each  of  the  varieties  at  certain  selected  stages 
of  maturity  tor  subsequent  comparison  as  to  the  appearance  and 
dessert  quality  of  the  material  and  the  relation  of  maturity  to  these 
characters.  The  two  lines  of  work  were  closely  correlated  through- 
out in  order  to  gain  information  in  regard  to  the  relation  of  physical 
and  chemical  characters  to  palatability  and  dessert  quality  in  the 
canned  product  and  to  the  changes  occurring  in  the  material  during 
the  canning  process.  The  work  herein  reported  was  continued  over 
the  three  years  1924,  1925,  and  1926  in  order  to  obtain  some  measure 
of  the  effect  of  varying  seasonal  conditions  upon  the  character  and 
quality  of  the  pack. 

SOURCE  OF  MATERIAL 

.  The  fruit  used  in  these  experiments  was  obtained  from  commer- 
cial orchards  in  the  vicinity  of  Fort  Valley,  Ga.  At  the  beginning 
of  the  work  blocks  of  6  to  10  trees  of  each-of  the  principal  varieties 
to  be  studied  were  selected  and  the  fruit  used  was  taken  from  these 
trees  year  after  year.  Consequently  all  lots  of  fruit  were  composite 
samples  from  a  number  of  normally  loaded,  healthy  trees.  (The  few 
trees  which  developed  disease  during  the  work  w^ere  discarded.)  The 
trees  were  8  years  old  at  the  time  the  work  was  begun,  except  those 
of  the  Early  Rose  variety,  which  were  4  years  old  in  1926.  The 
varieties  used  were  Carman,  Belle,  Hiley,  Yellow  Hiley  (a  yellow- 
fleshed  freestone  Belle  seedling  of  local  origin  and  restricted  distri- 
bution), and  Elberta,  all  of  which  were  used  for  three  years.  In 
addition  to  these,  packs  were  made  in  1926  of  Early  Rose,  a  w'hite- 
fleshed  clingstone  variety  of  local  origin,  designated  as  Early  Rose 
III  by  Hedrick  {18^  p.  3S2),  Arp  (locally  known  as  Queen  of  Dixie), 
and  the  J.  H.  Hale.    The  annual  yields  per  tree  are  given  in  Table  2. 


Table  2.- 


-Annual  yield  per  tree  of  the  peach  trees  whose  fruit  was  used  in  the 
experiment 


Variety 

1924 

1925 

1926 

Variety 

1924 

1925 

1926 

Bushels 
1.5 
2.5 
3 
2 

Bushels 
3 
3 
2 
2.5 

Bushels 
2.5 
3.5 
1.5 
2 

Yellow  Hiley 

Early  Rose 

Bushels 
2.5 

Bushels 
3 



Bushels 
2.5 

Belle 

2 

Hiley 

Arp  _..  .    -.  -  .  . 

2 

Elberta 

J.H.Hale 

2 

CHEMICAL  AND  PHYSICAL  STUDIES 

The  purpose  of  the  chemical  and  physical  studies  was  to  obtain 
fairly  complete  inforniation  as  to  the  nature  and  extent  of  the  changes 
in  composition  and  texture  of  the  fruit  during  the  ripening  process. 
The  appearance  and  market  quality  of  a  canned  peach  depends  in 
very  considerable  measure  upon  the  firmness  of  the  fruit  and  the 
extent  to  which  it  retains  its  form  through  processing  and  subsequent 
handling.  Its  dessert  quality  or  palatability  is  determined  by  its 
chemical  composition  and  particularly  by  the  ratios  existing  between 


CAl^NING  QUALITY  OF   CEllTAIN  EASTEfilsr  iP^AOHES  7 

its  sugars,  acidity,  and  tannin  content,  and  by  the  nature  and  amount 
of  the  specific  flavoring  constituents  present.  Both  texture  and  chem- 
ical composition  are  progressively  changing  throughout  the  ripening 
process,  and  detailed  studies  of  these  changes  were  made  in  order  to 
ascertain  to  what  degree  they  are  correlated  with  the  alteration  in 
quality  of  the  canned  product.  Also,  since  more  or  less  time  must 
elapse  between  the  picking  of  the  fruit  and  its  packing  in  the  can, 
and  canners  desire  to  extend  the  packing  season  by  holding  fruit  in 
storage,  it  was  considered  advisable  to  study  the  changes  occurring  in 
storage.  The  data  obtained  are  presented  in  Table  3  (p.  18),  in 
conjunction  with  those  upon  the  fresh  samples;  the  results  will  be 
discussed  in  a  subsequent  section  after  the  results  of  the  work  upon 
fresh  material  have  been  reviewed. 

The  samples  for  physical  examination  and  chemical  analysis  were 
taken  at  intervals  of  one  to  two  days  throughout  the  ripening  period, 
beginning  about  one  week  before  the  fruit  had  reached  commercial 
shipping  stage  and  continuing  as  long  as  any  fruit  remained  on  the 
trees.  The  series  of  samples  of  any  one  variety  in  a  season  usually 
numbered  six  or  seven,  occasionally  only  five.  The  sample  in  many 
cases  was  taken  from  the  lot  of  fruit  picked  for  canning;  in  other 
cases  it  was  taken  specifically  for  the  purpose;  but  in  all  cases  it 
was  a  composite  sample  made  up  of  fruits  from  several  trees  of  the 
variety.  The  pickings  were  made  in  the  early  morning,  and  the 
preparation  and  preservation  of  the  samples  were  usually  completed 
within  less  than  two  hours  after  the  fruit  was  taken  from  the  trees. 

The  firmness  of  the  fruit  was  determined  by  a  pressure  tester 
similar  to  that  employed  by  Culpepper  and  Magoon  {15)  for  use  in 
testing  the  tenderness  of  sweet  corn.  The  plunger  employed  was  a 
piece  of  stiff  brass  wire  0.032  inch  in  diameter  (No.  20  American 
gage),  so  held  in  the  supporting  clamp  that  it  projected  one-half  inch 
beyond  the  clamp.  The  apparatus  was  calibrated  to  read  from  0  to 
550  grams  by  5-gram  intervals.  In  making  a  test  upon  a  sample  of 
fruit,  10  peaches  which  were  as  typical  of  the  whole  sample  in  size, 
color,  and  stage  of  ripeness  as  could  be  chosen  by  inspection  were  used. 
The  peel  was  not  removed.  Ten  punctures  were  made  upon  each 
fruit,  8  of  these  being  equally  spaced  around  the  circumference  at 
right  angles  to  the  suture  line  while  the  ninth  and  tenth  were  made 
at  the  tip  and  near  the  stem  end,  respectively.  The  average  of  the 
100  readings  thus  obtained  was  taken  as  the  index  of  firmness  of  the 
sample  of  fruit. 

In  sampling  a  lot  of  fruit  for  chemical  analysis,  10  or  more  fruits 
were  used.  Each  was  cut  into  quarters  and  thin  slices  were  cut  from 
the  faces  of  these  pieces  to  make  up  duplicate  samples  of  100  grams 
each.  The  samples  were  preserved  by  adding  suflicient  95  per  cent 
alcohol  to  make  the  final  alcohol  content  70  to  75  per  cent,  and  were 
heated  to  boiling  for  a  few  minutes  as  soon  as  prepared.  They  were 
then  sealed,  packed,  and  shipped  to  Washington,  where  the  analytical 
work  was  completed,  usually  in  the  winter  or  spring  following  the 
taking  of  the  samples. 

METHODS   OF  ANALYSIS 

The  samples  were  prepared  for  analysis  by  decanting  the  alcohol 
in  which  the  sample  had  been  preserved  through  a  previously  weighed 
extraction  thimble,  filling  the  sample  into  the  thimble,  washing  two 


8  TECHNICAL  BtJLLETIN    19  6,   TJ.   S.   DEPT.   OF  AGRICULTURE 

or  three  times  with  95  per  cent  alcohol,  transferrin*^  the  thimble  to 
a  Soxhlet  apparatus,  and  extracting  with  95  per  cent  alcohol  for  four 
to  five  hours.  The  extract  was  combined  with  the  alcohol  used  in 
preservation,  the  washings  were  made  up  to  definite  volume,  and 
aliquot  portions  taken  for  the  various  determinations.  The  deter- 
minations made  upon  the  material  included  total  solids,  alcohol-sol- 
uble and  alcohol-insoluble  materials,  free-reducing  and  total  sugars, 
total  acidity,  and  total  astringency.  The  methods  of  analysis  em- 
ployed were  for  the  most  part  the  official  methods  of  the  Association 
of  Official  Agricultural  Chemists.  Alcohol-soluble  material  was  de- 
termined by  evaporating  an  aliquot  portion  of  the  alcohol  extract  on 
a  steam  bath,  followed  by  drying  to  constant  weight  in  a  vacuum  oven 
at  80°  C.  The  alcohol-insoluble  portion  was  determined  by  drying 
the  extraction  thimble  and  contents  to  constant  weight  in  the  vacuum 
oven. 

RESULTS    OF    ANALYSES 

The  outstanding  results  of  the  studies  of  the  chemical  and  physical 
changes  occurring  in  fruit  ripening  on  the  tree  will  be  very  briefly 
summarized. 

TOTAL  SOLIDS 

When  compared  with  one  another  at  a  like  stage  of  maturity,  the 
varieties  studied  show  a  relatively  narrow  range  in  solids  content. 
The  extreme  high  and  low  values  found  in  the  course  of  the  work, 
16.5  and  11.5  per  cent,  occurred  in  the  same  variety,  Carman,  and  in 
successive  years.  The  other  varieties  showed  smaller  variations  from 
year  to  year,  and  the  differences  between  varieties  were  also  smaller 
m  amount. 

The  chief  factors  responsible  for  producing  variations  in  composi- 
tion at  a  given  stage  of  maturity  in  the  crop  of  the  same  group  of 
healthv  trees  over  a  series  of  years  are  climatic  conditions,  nutritional 
conditions,  and  load  of  fruit  on  the  trees.  In  the  present  experi- 
ment the  first  two  factors  did  not  play  dominant  parts  in  any  differ- 
ences observed.  The  three  seasons  were  devoid  of  marked  extremes 
in  precipitation,  temperature,  or  sunshine  and  were  characterized  by 
local  growers  as  "  good  "  peach  years.  The  orchards  in  which  the 
trees  used  were  located  were  treated  in  accordance  with  current  cul- 
tural and  fertilizer  practices  for  the  locality,  and  no  marked  change 
in  treatment  was  made  during  the  tests. 

In  the  group  of  varieties  as  a  whole,  there  was  a  general  tendency 
for  solids  to  be  slightly  lower  in  1925  and  slightly  higher  in  1926, 
at  all  stages  of  ripening,  than  in  1924.  The  differences  between  1924 
and  1926  are  not  very  pronounced,  while  1925  is  consistently  lower 
than  either.  This  result  is  associated  with  the  fact  that  1925  was  a 
year  in  which  all  the  trees  bore  an  exceptionally  heavy  load  of  fruit. 
(Table  2.)  That  the  amount  of  fruit  upon  the  trees  has  an  important 
influence  upon  content  of  solids  is  especially  clearly  shown  by  the 
results  with  Carman.  The  crop  was  thinned  in  1924;  in  1925  no 
thinning  was  done,  and  the  trees  were  very  heavily  loaded.  The  crop 
of  1926  was  intermediate  in  size  between  the  others.  The  results  of 
the  analyses  show  that  the  total  solids  of  Carman  were  rather  closely 
similar  at  all  stages  of  ripening  in  1924  and  1926,  but  were  consist- 
ently markedly  lower  in  1925. 


CANNING  QUALITY   OF    CERTAIN   EASTERN   PEACHES  9 

•  With  the  progress  of  ripening  there  is  a  general'  tendency  toward 
increase  in  total  solids  from  the  taking  of  the  first  sample  onward 
through  shipping  ripeness  to  four  to  six  days  after  the  shipping 
stage,  succeeded  by  a  slight  decline  in  the  very  soft  ripe  fruit.  There 
are  some  exceptions  to  this  general  rule  which  a  detailed  study  would 
probably  show  to  be  due  to  the  climatic  conditions  prevailing  during 
the  period  of  ripening  of  the  particular  varieties  concerned.  Detailed 
consideration  of  seasonal  climatic  conditions  in  relation  to  their  effect 
upon  the  fruit  is  beyond  the  province  of  this  bulletin. 

ALCOHOLIC   EXTBACT 

The  alcohol  extract  or  total  alcohol-soluble  fraction  consists  of 
total  sugars,  acids,  and  astringent  substances,  together  with  some 
material  not  here  determined,  the  sugars  making  up  90  per  cent  or 
]nore  of  the  total.  As  a  result,  the  alterations  in  amount  of  the 
alcohol-soluble  material  are  determined  by  the  changes  occurring 
in  the  sugars  and  need  not  be  discussed  in  detail.  The  undetermined 
material  includes  chlorophyll,  waxes,  alcohols,  aldehydes,  esters,  and 
soluble  salts.  It  is  largest  in  amount  in  the  most  immature  fruit  and 
progressively  decreases  with  the  progress  of  ripening  to  a  minimum 
in  fully  soft  ripe  fruit.  This  decrease  is  due  to  a  number  of  causes, 
among  which  are  certainly  the  decomposition  of  chlorophyll  and 
the  conversion  of  waxes  and  alcohols  into  less  complex  volatile  sub- 
stances which  escape  in  the  determinations. 

SUGARS 

The  sugars  constitute  by  far  the  greater  part  of  the  total  solids. 
There  is  a  general  tendency  for  the  total  sugars  to  increase  rather 
steadily  throughout  the  ripening  period  up  to  five  or  six  days  past 
the  shipping  stage,  after  which  they  may  become  practically  con- 
stant or  decrease  slightly.  In  this  respect  total  sugars  closely  paral- 
lel total  solids.  The  proportion  of  this  increase  varies  greatly  from 
year  to  3^ear,  amounting  to  less  than  1  per  cent  of  the  fresh  weight 
in  some  instances  and  to  somewhat  more  than  4  per  cent  in  one 
case.  In  general,  the  difference  between  the  soft  ripe  sample  and 
that  taken  six  or  seven  days  before  the  shipping  stage  averages 
about  3  per  cent  of  the  fresh  weight,  or  from  30  to  40  per  cent  if 
expressed  in  sugar  content  of  the  immature  sample.  The  gain  in 
sugars  is  due  almost  wholly  to  increase  in  sucrose.  The  ratio  of 
free  reducing  sugars  to  sucrose  alters  considerably  during  ripening 
on  the  tree,  due  not  only  to  increase  in  the  sucrose  present  but  also 
to  decrease  in  the  reducin^y  sugar.  In  very  ripe  fruit  the  free  re- 
ducing sugars  may  again  mcrease  slightlv,  but  this  does  not  occur 
until  the  fruit  has  become  extremely  so  it  and  is  on  the  verge  of 
breaking  down. 

There  is  considerable  variation  in  the  sugar  content  of  each  of  the 
varieties  from  year  to  year.  In  three — Carman,  Belle,  and  Elberta — 
the  fruit  had  somewhat  higher  sugar  content  in  1926  than  in  the 
other  years.  These  same  varieties  had  the  minimum  sugar  content 
for  the  period  in  1925,  the  percentage  for  1924  being  intermediate. 
Hiley  had  maximum  sugar  content  m  1924,  but  minimum  in  1926, 

112542°— 30 2 


10        TECHNICAL  BULLETIN    196,  U.  S.   DEPT.  OF  AGRICULTURE 

while  Yellow  Hiley  had  the  maximum  in  1925  and  the  minimum 
in  1926.  This  would  indicate  that  a  number  of  factors  play  a  part 
in  determining  the  amount  of  sugar  stored  in  the  fruit.  Among 
these  the  load  of  fruit  borne  by  the  trees  (Table  2)  and  the  climatic 
conditions  during  the  period  in  which  the  variety  was  ripening  its 
fruit  are  most  prominent. 

ACIDITY 

The  degree  of  acidity  possessed  by  a  fruit  plays  a  very  important 
part  in  determining  its  palatability  and  delicacy  of  flavor.  Since 
our  cultivated  varieties  owe  their  existence  in  the  first  place  to  their 
appeal  to  the  sense  of  taste,  selection  has  made  them  rather  uniform 
by  eliminating  those  either  very  high  or  very  low  in  acidity.  Con- 
sequently, no  very  marked  differences  in  acidity  among  varieties 
are  found.  There  is  a  very  considerable  seasonal  variation  in 
acidity ;  all  the  varieties  for  which  there  are  data  for  three  years  are 
higher  in  acidity  at  all  stages  in  the  ripening  process  in  1925  than 
in  the  other  years.  The  differences  between  1924  and  1926  are  not 
large,  but  in  all  varieties  the  acidity  of  the  fruit  was  at  all  stages 
of  ripeness  slightly  lower  in  1924  than  in  1926.  There  would  ap- 
pear to  be  evident  in  1925  the  effect  of  some  generally  operative 
factor  which  influences  the  acidity  of  the  entire  group  of  varieties 
in  the  same  manner.  The  unusually  high  temperatures  which  pre- 
vailed during  June,  July,  and  August,  combined  with  severe  drought 
in  the  latter  half  of  July  and  all  of  August,  may  have  considerable 
significance  in  this  connection. 

There  is  in  all  cases  a  distinct  decrease  in  acidity  in  all  varieties 
during  ripening.  The  decrease  is  typically  rather  slow  as  the  fruit 
passes  from  the  hard-green  to  the  shipping  stage,  and  in  a  few  cases 
there  is  a  slight  increase  during  this  period.  After  the  fruit  passes 
the  shipping  stage  the  decline  becomes  increasingly  rapid  with  the 
progress  of  softening. 

ASTRINGENT  MATERIALS 

The  determinations  of  the  astringent  materials  in  the  first  two 
years  of  the  work  were  limited  to  measurements  of  total  astringency. 
In  1926  a  determination  of  the  nontannin  fraction  was  also  made- 

The  substances  which  are  included  in  these  determinations  are  of 
considerable  interest  from  a  practical  point  of  view.  They  include 
tannins  and  related  substances,  which  give  the  fruits  of  some  varieties 
an  unpleasant  bitterness,  especially  when  underripe,  and  which  oxi- 
dize in  the  air  to  give  brown  discolorations  that  are  avoidable  in 
canning  operations  only  by  promptness  in  handling  prepared  fruit. 
They  also  include  the  anthocyan  pigments  which  give  many  varieties 
red  colorations  in  the  skin  and  about  the  pit,  and  which  may  react 
with  the  metal  of  the  can  to  produce  discoloration.  Present  methods 
of  determination  of  astringent  materials  do  not  permit  of  more 
than  a  very  crude  separation  of  true  tannins  from  the  anthocyan 
pigments,  glucosides,  and  other  compounds  occurring  with  them  in 
the  juices  of  fruits.  The  results  do  not  justify  extended  discussion 
in  view  of  this  fact. 

The  results  of  the  1926  determinations  indicate  that  in  all  varieties 
the  total  astringent  materials  consist  mainly  of  nontannins,  the  true 


CANNING   QUALITY   OF    CERTAIN   EASTERN   PEACHES  11 

tannins  making  up  16  to  40  per  cent  of  the  total.  Fluctuations  in 
amount  of  the  nontannin  fraction,  which  contains  the  anthocyans, 
will  considerably  affect  the  total.  Such  fluctuations  will  occur,  since 
the  amount  of  red  pigment  in  the  skin  and  flesh  of  a  given  variety 
varies  widely  with  climatic  conditions  during  its  period  of  ripening. 
Consequently,  total  astringency  varies  quite  widely  in  most  of  the 
varieties  from  year  to  year,  and  there  is  no  general  tendency  of  all 
varieties  toward  maximum  or  minimum  astringency  in  any  one  year. 
Belle  and  Hiley  were  most  astringent  in  1926,  Yellow  Hiley  and 
Elberta  in  1925,  and  Carman  in  1924.  On  the  basis  of  the  available 
data  the  varieties  studied  appear  to  fall  into  three  groups  in  respect 
to  total  astringency.  Carman  and  Elberta  are  high,  Hiley  and  Belle 
medium,  and  Arp,  Early  Kose,  and  Yellow  Hiley  low  in  this  re- 
spect. That  Carman  ranks  somewhat  higher  than  Elberta  in  astrin- 
gent content  was  an  unexpected  result,  since  to  the  taste  Carman 
has  little  of  the  astringency  and  nothing  of  the  bitter  quality  char- 
acteristic of  Elberta,  nor  does  it  ordinarily  develop  as  intense  colora- 
tion. That  the  analytical  data  give  no  indication  of  these  differences 
merely  emphasizes  the  inadequacy  of  present  methods  of  determining 
these  constituents. 

There  is  in  general  a  decrease  in  total  astringency  during  ripening, 
but  it  is  rather  irregular  and  highly  variable  in  amount.  In  most 
cases  the  nontannin  fraction  remains  stationary  or  increases  in 
amount  as  a  result  of  increase  in  the  red  coloration  of  the  fruit, 
so  that  the  total  increase  in  astringents  takes  place  at  the  expense 
of  the  true  tannins.  The  ordinary  determination  of  astringent  sub- 
stances gives  no  adequate  idea  of  the  differences  between  varieties, 
as  has  just  been  noted  in  the  discussion  of  Carman  and  Elberta. 
Nor  do  the  changes  in  total  and  nontannin  astringency  give  any 
adequate  conception  of  the  progressive  disappearance  of  the  acrid, 
bitter  taste  of  such  a  variety  as  Elberta  during  ripening.  These 
alterations  in  palatability  are  due  in  considerable  part  to  chemical 
alterations  in  the  complex  mixture  of  substances  classed  as  astrin- 
gents, but  these  alterations  are  not  measurable  by  titration  with 
permanganate. 

ALCOHOIi-INSOLUBlLB   RESIDUE 

The  alcohol-insoluble  residue  consists  of  cellulose,  proteins, 
pentosans,  pectins,  and  waxes.  No  attempt  was  made  to  determine 
the  amounts  of  these  constituents  separately.  The  amount  of  the 
alcohol-insoluble  residue  is  in  all  cases  greatest  in  the  least-mature 
sample  and  decreases  steadily  with  ripening  on  the  tree  to  a  minimum 
in  the  very  soft-ripe  stage.  The  significance  of  this  decrease  will 
be  discussed  later  in  connection  with  the  results  of  the  storage  tests. 

Some  general  results  of  the  chemical  studies  which  are  of  signifi- 
cance in  their  relation  to  the  changes  in  palatability  undergone  by 
the  ripening  fruit  may  be  pointed  out. 

Kipening  on  the  trees  is  attended  by  an  increase  in  total  sugar. 
There  is  usually  if  not  always  an  absolute  increase  due  to  continued 
transport  of  sugars  from  the  trees  into  the  fruit,  and  also  a  relative 
increase  due  to  the  decrease  in  nonsugar  solids  present.  This 
increase  in  total  sugar  is  due  to  increase  in  sucrose,  and  is  accom- 


12         TECHNICAL  BULLETIN    19  6,   U.   S.   DEPT.   OF  AGRICULTURE 

panied  by  decrease  in  free  reducing  sugar,  so  that  sucrose  makes 
up  a  proportionally  larger  part  of  the  total  sugar  as  ripening 
proceeds.  This  alteration  results  in  increased  sweetness  of  the  flesh 
to  the  taste.  At  the  same  time  titratable  acidity  is  decreasing,  at  first 
slowly,  then  more  rapidly  as  the  fruit  begins  to  soften.  Total 
astringency  is  also  usually  decreasing  somewhat,  but  the  chief  altera- 
tion in  astringent  materials  is  a  decrease  in  true  tannins.  This  re- 
sults in  disappearance  of  the  astringent,  acrid  taste  characteristic  of 
the  green  fruit.  The  concurrent  decrease  in  acidity  and  astringency 
and  increase  in  total  sugar,  and  especially  in  sucrose,  results  in 
marked  increase  in  palatability,  which  is  accentuated  by  an  accom- 
panying increase  and  enriching  of  the  odor  and  flavor  of  the  fruit. 
This  increase  in  odor  and  in  palatability  continues,  in  the  case  of 
most  of  the  varieties  here  under  consideration,  until  incipient 
fermentation  and  decay  set  in,  although  in  some  of  the  less  acid 
and  astringent  varieties  the  decrease  of  these  constituents  may 
proceed  so  far  that  the  fruit  becomes  insipidly,  flatly  sweet  while 
still  sound. 

The  decrease  in  alcohol-insoluble  residue,  which  proceeds  steadily 
during  the  ripening  process,  is  due  to  the  progressive  solution  of 
cell-wall  material.  This  change  results  in  more  complete  breaking 
down  of  cell  walls  and  release  of  their  contents  when  the  flesh  is 
taken  into  the  mouth,  which  permits  quicker  and  more  complete  per- 
ception of  the  flavor  of  the  material.  Most  dessert  varieties  of 
peaches  are  prized  in  accordance  with  the  degree  to  which  their  flesh 
possesses  this  characteristic  melting  quality. 

The  chemical  analyses  enable  one  to  measure  the  progress  of  the 
changes  in  sugars,  acids,  astringent  materials,  and  alcohol-soluble 
residue,  and  consequently  to  gain  a  fairly  clear  conception  of  the 
progress  of  the  fruit  from  the  hard,  astringent,  unpalatable  condi- 
tion toward  prime  eating  ripeness.  Such  analyses  give  no  measure 
of  another  factor  in  ripening  which  it  is  indispensable  that  the  can- 
ner  should  know.  The  canned  product  must  not  only  be  palatable ; 
it  must  also,  to  a  very  considerable  degree,  retain  its  original  form 
without  collapsing  or  disintegrating  as  a  result  of  handling  and  the 
application  of  heat  in  the  canning  process.  In  order  to  laiow 
whether  a  given  lot  of  fruit  will  or  will  not  do  this,  it  is  highly  de- 
sirable to  have  some  readily  applicable  measure  of  the  softening 
process.  The  rate  of  decrease  in  alcohol-insoluble  residue  furnishes 
some  indication  of  the  extent  to  which  solution  of  the  skeletal  frame- 
work of  the  fruit  and  consequent  softening  of  texture  has  proceeded, 
but  its  determination  is  a  time-consuming  process  incidental  to  fairly 
complete  chemical  analysis.  Moreover,  the  certain  interpretation 
of  the  results  of  determinations  of  these  constituents  necessitates 
more  complete  knowledge  of  their  amounts  and  behavior  in  the  in- 
dividual varieties  than  is  possessed  at  present. 

Consequently,  if  we  are  to  have  a  readily  applicable  measure  of 
the  ability  of  the  fruit  to  withstand  canning  processes  without  be- 
ing thereby  broken  down,  it  is  necessary  to  seek  some  means  of 
directly  determining  the  resistance  offered  by  the  flesh  to  forces 
that  tend  to  deform  or  disintegrate  it.  Such  a  measure  appears  to 
be  afforded  by  the  use  of  pressure  tests* 


CANNING  QUALITY  OF   CERTAIN  EASTERN  PEACHES  13 

PRESSURE   TESTS 

Tests  of  the  resistance  of  the  flesh  to  puncture  by  a  needle  or  a 
plunger  as  a  measure  of  the  degree  of  maturity  have  been  rather 
extensively  applied  to  fruits,  and  it  has  been  shown  by  several  in- 
vestigators that  the  resistance  to  deformation  or  displacement  of- 
fered by  the  flesh  is  a  dependable  index  of  maturity  in  apples,  pears, 
and  some  other  fruits.  Culpepper  and  Magoon  (IS)  have  shown 
that  the  pressure  test  is  a  dependable  criterion  for  comparing  varie- 
ties of  sweet  corn  as  regards  their  physical  texture  and  suitability 
for  canning  purposes,  as  well  as  for  determining  the  stage  of  matur- 
ity in  the  individual  variety.  The  pressure  tester  employed  in  their 
studies  of  sweet  corn  has  been  used  without  modification  in  this 
work  and  has  been  found  well  adapted  to  the  purpose. 

Practically  all  the  varieties  of  peaches  now  grown  in  the  South- 
eastern States  for  supplying  the  fresh-fruit  market  undergo  a 
characteristically  rapid  softening  during  ripening,  finally  becoming 
so  soft  that  the  tissues  can  readily  be  disintegrated  by  slight  pressure. 
This  character  gives  the  fruit  an  appearance  of  juiciness  which  seems 
to  be  generally  preferred  in  fruit  which  is  to  be  eaten  raw.  It  is, 
however,  objectionable  from  the  canner's  point  of  view,  since  it 
results  in  more  or  less  softening  and  collapse  of  the  fruit  in  the 
course  of  processing.  Since  there  is  little  definite  information  in  the 
literature  as  to  the  rate  of  softening  in  the  eastern-market  varieties 
or  as  to  the  differences  in  this  respect  existing  between  them,  it  was 
considered  advisable  to  study  the  changes  in  firmness  occurring 
during  ripening  by  the  employment  of  pressure  tests.  The  results 
must  be  considered  as  preliminary  in  character.  The  instrument 
used  was  chosen  because  it  had  been  successfully  used  with  a  variety 
of  other  materials,  and  no  comparative  study  of  the  suitability  of 
various  types  of  instruments  or  sizes  of  plunger  was  made.  The 
primary  purpose  in  making  the  tests  was  to  ascertain  the  extent  to 
which  changes  in  texture  and  resistance  to  pressure  were  correlated 
with  changes  in  chemical  composition  and  in  th»  color  and  appear- 
ance of  the  fruit.  The  results,  each  of  which  is  an  average  of  100 
tests  made  upon  10  fruits,  expressed  in  grams,  are  given  in  the  last 
column  of  Table  3. 

The  general  results  of  the  pressure  tests  show  very  good  agreement 
with  the  results  of  visual  and  manual  examination  of  the  fruit,  in 
that  they  indicate  that  there  is  a  progressive  softening  of  the  tissues 
during  ripening  and  that  this  increases  in  rate  after  thj^  fruit  passes 
the  shipping  stage.  The  averages  shown  in  Table  3,  with  very  few 
exceptions,  show  a  decline  in  firmness  with  successive  samples  in 
every  variety  and  in  every  year.  There  are  a  number  of  reasons  why 
the  averages  obtained  at  the  several  stages  of  ripening  should  be  con- 
sidered as  expressing  a  general  tendency  rather  than  absolute  values. 
The  varieties  of  peaches  here  studied  show  very  uniform  resistance  to 
pressure  over  all  parts  of  the  fruit  when  tested  6  to  10  days  prior  to 
reaching  shipping  stage,  and  the  results  obtained  with  a  large  number 
of  fruits  will  show  very  small  differences  in  resistance.  As  ripening 
proceeds  the  resistance  to  pressure  at  first  decreases  uniformly  over 
the  whole  surface,  but  by  the  time  the  shipping  stage  is  reached  the 
rate  of  softening  in  different  areas  becomes  unequal.    In  most  fruits 


14        TECHNICAL  BULLETIN    19  6,  U.   S.   DEPT.  OP  AGRICULTURE 

a  rather  narrow  zone  bordering  on  the  suture  line,  and  including  the 
"  lip  "  when  a  lip  is  present,  begins  to  soften  much  more  rapidly  than 
the  general  surface.  By  the  time  the  fruit  is  four  or  five  days  past 
shipping  stage  it  is  girdled  for  one-half  or  three-fourths  its  diameter 
by  a  beltlike  soft  area  along  the  suture  line,  over  the  tip,  and  upward 
over  the  dorsal  surface  of  the  fruit.  In  some  cases  the  area  of  most 
rapid  softening  first  appears  on  the  dorsal  side  of  the  fruit,  opposite 
the  suture,  and  later  extends  down  over  the  tip,  but  initial  softening 
along  the  suture  is  of  much  more  frequent  occurrence.  In  later 
stages  of  ripening  the  softened  zone  extends  progressively  over  the 
cheeks  and  upward  over  the  base  of  the  fruit,  with  the  result  that 
resistance  to  pressure  again  becomes  fairly  uniform  over  the  whole 
surface  in  very  soft  fruit. 

As  a  consequence  of  this  method  of  softening,  the  average  values 
obtained  at  different  stages  of  maturity  have  different  meanings.  Up 
to  shipping  stage  the  result  of  any  individual  test  will  show  a  resist- 
ance very  closely  approximating  the  average  of  all  tests  on  fruit 
of  that  degree  of  maturity.  After  this  stage  is  passed,  any  group 
of  individual  tests  will  contain  a  larger  number  of  rather  uniform 
values  obtained  by  tests  made  on  the  general  surfaces  of  the  fruits 
and  a  smaller  number  of  lower,  rather  widely  varying  values  result- 
ing from  tests  falling  on  the  softer  areas  along  the  sutures  and  about 
the  tips.  The  general  average  obtained  by  combining  these  two  sets 
of  values  gives  a  figure  somewhat  below  the  resistance  of  the  general 
surface  and  above  that  of  the  softer  suture  zone.  By  making  a  like 
number  of  tests,  equally  distributed  over  the  fruit,  upon  each  fruit, 
as  has  been  done  in  this  work,  the  ratio  of  values  for  the  general  sur- 
face to  those  for  the  suture  zone  is  kept  constant,  and  the  values 
obtained  by  averaging  have  comparative  value.  A  considerable 
degree  of  familiarity  with  the  individual  peculiarities  of  the  varie- 
ties in  hand  is  requisite  in  interpreting  the  results  of  pressure  tests. 
Of  the  varieties  here  studied,  the  tendency  to  unequal  softening  is 
most  pronounced  in  Carman,  least  marked  in  Elberta,  and  nearly 
or  quite  absent  in  the  J.  H.  Hale. 

PRESSURE  TESTS  AS  AN  INDICATION  OF  CANNING  QUALITY 

Pressure  tests  have  been  found  to  be  of  very  considerable  value 
in  the  study  of  the  adaptability  of  the  several  varieties  to  canning 
purposes.  To  make  a  canned  product  of  satisfactory  flavor  the  fruit 
must  have  attained  a  certain  degree  of  maturity.  Resistance  to  pres- 
sure is  a  very  dependable  index  of  the  attainment  of  this  condition. 
From  this  point  onward  softening  continues  at  a  rate  rather  charac- 
teristic of  the  variety,  but  in  a  considerable  degree  determined  by 
seasonal  conditions,  until  the  fruit  reaches  a  stage  in  w^hich  it  can 
no  longer  pass  through  the  canning  process  with  satisfactory  reten- 
tion of  form  and  texture.  The  pressure  test  'affords  an  indication 
of  the  attainment  of  this  condition  and  a  measure  of  the  rate  at  which 
a  given  variety  passes  from  one  extreme  to  the  other.  Whether  a 
variety  is  suitable  for  canning  depends  to  a  very  considerable  extent 
upon  the  length  of  time  it  remains  in  good  condition  for  the  purpose. 
The  pressure  test  supplies  this  information. 

In  one  respect  pressure  tests  require  interpretation  in  the  light  of 
more  knowledge  of  the  physiological  behavior  of  individual  varie- 


CANNING  QUALITY  OP   CERTAIN   EASTERN   PEACHES  15 

ties  on  the  one  hand  and  of  the  chemical  and  physicochemical  changes 
occurring  during  the  heating  incidental  to  processing  on  the  other. 
Lots  of  material  of  two  varieties  having  identical  pressure 
tests  will  soften  and  disintegrate  to  an  unequal  degree  when  sub- 
jected to  the  same  processing  temperature.  Of  the  varieties  used 
in  this  work,  Carman  showed  the  greatest  and  J.  H.  Hale  the 
least  softening  as  a  result  of  processing  when  fruits  of  a  like 
degree  of  firmness  to  pressure  were  given  identical  treatment.  This 
does  not  detract  from  the  value  of  the  pressure  test;  it  indicates 
that  some  knowledge  of  the  characteristics  of  the  different  varieties 
is  necessary  in  interpreting  its  results  as  a  guide  in  canning  work. 

The  work  of  Appleman  and  Conrad  (1)  has  shown  that  in  the 
case  of  Late  Crawford  the  softening  of  the  fruit  proceeds  concur- 
rently with  the  conversion  of  protopectin  into  pectin,  and  these 
authors  consider  that  this  is  the  chief  cause  of  softening  in  that 
variety.  If  this  be  generally  true,  the  unequal  rates  of  softening 
observed  in  different  varieties  are  due  to  the  fact  that  conversion 
of  protopectin  into  pectin  goes  on  at  different  rates  in  the  several 
varieties;  the  results  upon  alcohol-insoluble  residue,  presented  in 
Table  3,  indicate  that  this  is  the  case.  Softening  during  heating  is 
in  part  due  to  solution  of  pectin,  probably  also  to  an  acceleration 
of  the  conversion  of  previously  insoluble  pectic  substances  into 
water-soluble  form;  and  the  varietal  differences  under  heating  may 
be  tentatively  interpreted  as  indicating  that  at  a  like  stage  of  ripeness 
the  pectic  substances  of  Carman  are  more  readily  soluble  in  water 
than  those  of  the  J.  H.  Hale.  The  present  study  has  not  included  any 
attempt  to  ascertain  the  causes  of  the  differences  observed,  and  a 
specific  investigation  of  the  question  will  be  necessary  in  order  to 
discover  them. 

CHANGES  OCCURRING  IN  STORAGE 

In  order  to  gain  information  in  regard  to  the  effect  of  picking  and 
holding  in  storage  upon  the  nature  and  rate  of  chemical  and  physical 
changes  occurring  in  fruit,  a  number  of  storage  tests  were  carried 
out.  In  1924  and  1925  pickings  of  Belle,  Elberta,  Hiley,  Carman, 
and  Yellow  Hiley  were  made  at  three  or  four  intervals,  ranging 
from  six  to  seven  days  prior  to  attainment  of  the  shipping  stage 
to  one  or  two  days  after  it.  These  lots  of  fruit  were  stored  in  half- 
bushel  baskets  in  an  open  room  in  which  the  temperature  ranged 
from  65°  to  90°  F.,  fluctuating  with  the  outside  temperature  but 
remaining  somewhat  below  it  in  the  daytime.  These  lots  of  fruit 
were  held  as  long  as  any  sound  fruits  remained,  samples  for  testing 
for  firmness  and  preservation  for  analysis  being  taken  at  intervals 
of  two  to  four  days. 

In  1926  storage  tests  were  conducted  upon  one  variety  only,  the 
Hiley.  Large  lots  of  fruit  were  picked  at  three  stages — five  to  six 
days  before  they  were  shipping  ripe,  when  they  were  shipping  ripe, 
and  two  to  three  days  after  they  were  shipping  ripe.  Each  lot  was 
divided  into  two  portions,  one  of  which  was  placed  in  cold  storage 
at  32°  to  34°  F.,  while  the  other  was  held  in  the  open  room  as  in  pre- 
vious seasons.  In  all  cases  sampling  for  pressure  tests  and  analysis 
was  carried  out  on  the  stored  material  precisely  as  with  the  freshly 
picked  material. 


16         TECHNICAL  BULLETIN    19  6,   U.   S.   DEPT.   OF  AGRICULTURE 

The  analytical  data  obtained  in  the  studies  of  effects  of  storage  are 
presented  in  Table  3  in  conjunction  with  those  obtained  with  freshly 
picked  fruit.  The  discussion  of  the  results  will  be  primarily  con- 
cerned with  a  comparison  of  the  behavior  of  fruit  ripening  upon  the 
tree  with  that  of  fruit  removed  from  the  tree  at  various  stages  of 
maturity  and  allowed  to  complete  the  ripening  process  at  summer 
room  temperatures  or  in  cold  storage. 

In  the  storage  experiments  conducted  at  summer  room  tempera- 
tures, all  samples  picked  at  periods  of  one  to  seven  days  prior  to 
shipping  ripeness,  regardless  of  variety,  showed  a  progressive  in- 
crease in  total  solids  as  storage  continued,  which  ceased  only  when 
the  fruit  had  become  extremely  soft,  with  a  pressure  test  below  100 
grams.  That  this  increase  was  due  to  loss  of  moisture  from  the  fruit 
was  obvious,  as  is  shown  by  the  fact  that  there  was  an  accompanying 
increase  in  alcohol  extract,  alcoholic-insoluble  residue,  total  sugars,' 
astringent  materials,  and  acids.  Sucrose  usually  decreased,  while 
reducing  sugars  increased  by  a  somewhat  larger  amount,  possibly 
as  a  result  of  hydrolysis  of  pentosans,  since  starch  is  absent  from  the 
flesh  of  the  peach.  In  samples  held  until  softening  had  become 
extreme,  the  total  sugar  content  in  some  instances  showed  a  slight 
decline. 

Fruit  picked  at  shipping  ripeness  or  at  a  later  stage  and  stored 
at  room  temperature  behaved  somewhat  differently.  Total  solids 
remained  practically  stationary,  as  did  the  alcohol-soluble  fraction, 
tannins,  and  total  sugars.  The  alcohol-soluble  residue  increased 
somewhat.  Cane  sugar  decreased,  and  reducing  sugars  increased  in 
almost  all  cases,  but  the  amounts  of  these  changes  were  not  so 
large  as  in  the  less  mature  fruit.  Acid  content  showed  a  considerable 
decline  in  Carman,  Hiley,  and  Yellow  Hiley,  but  remained  almost 
stationary  in  Belle  and  Elberta.  With  the  exception  of  the  alteration 
in  relative  amounts  of  reducing  sugars  and  sucrose  and  the  increase  in 
alcohol-soluble  residue,  the  results  of  the  storage  tests  on  shipping 
ripe  or  past-shipping-ripe  fruit  indicated  only  insignificant  change 
in  chemical  composition  as  softening  proceeds.  The  differences  in 
results  obtained  with  fruits  of  differing  degrees  of  maturity  would 
appear  to  indicate  that  in  the  more  mature  fruit,  picked  at  or 
subsequent  to  shipping  ripeness,  the  rate  of  loss  of  sugars  and  acids 
as  a  result  of  respiration  is  more  rapid  than  in  fruit  picked  when  less 
mature,  and  nearly  or  quite  balances  the  loss  of  water.  In  the 
immature  fruit  respiration  is  less  rapid,  and  there  is  an  apparent 
increase  in  solid  constituents  as  a  result  of  water  loss.  That  this 
conclusion  is  correct  is  rendered  certain  by  comparison  of  the  final 
analyses  made  upon  the  various  stored  lots  with  the  analyses  of  the 
tree-ripened  samples  from  the  same  trees.  In  every  case  the  fruit 
picked  three  to  seven  days  prior  to  shipping  ripeness  and  allowed  to 
soften  in  common  storage  had  materially  higher  total  solids  but 
somewhat  lower  total  sugars  than  tree-ripened  fruit  of  equal  ripe- 
ness. In  fruit  stored  at  or  subsequent  to  the  shipping  stage,  both 
total  solids  and  total  sugars  were  lower  when  the  fruit  was  soft  ripe 
than  in  equally  ripe  fruit  taken  directly  from  the  tree.  If  there 
were  no  acceleration  of  respiratory  rate  with  increasing  maturity,  the 
results  would  be  expected  to  be  opposite  in  character. 


CANNING  QUALITY  OF    CERTAIN.  EASTERN   PEACHES  17 

Storage  at  32°  to  34°  F.  presented  somewhat  different  results.  All 
the  samples,  regardless  of  degree  of  maturity,  showed  only  slight 
changes  in  total  solids,  alcohol-soluble  constituents,  total  sugars, 
acidity,  and  total  astringency.  Further,  pressure  tests  showed  only 
very  slight  and  insignificant  decreases  even  after  24  to  30  days  of 
storage.  It  is  clear  that  storage  at  32°  to  34°  F.  arrests  the  ripening 
process  rather  completely  and  that  such  variations  in  chemical  com- 
position and  resistance  to  puncture  as  were  found  in  the  results  of 
successive  samplings  of  the  cold-stored  fruit  may  be  considered  as 
due  largely  to  experimental  error. 

Pressure  tests  were  made  at  intervals  of  tw^o  to  four  days  upon 
fruits  removed  from  the  trees  at  various  stages  of  maturity  and 
stored  at  room  temperature.  When  the  results  are  compared  with 
those  obtained  upon  fruit  allowed  to  remain  upon  the  trees  for  like 
intervals,  two  types  are  found,  depending  upon  the  stage  of  maturity 
that  the  fruit  had  reached  when  picked.  In  the  case  of  fruit  picked 
prior  to  attainment  of  the  shipping  stage,  the  pressure  tests  were 
consistently  higher  at  all  intervals  than  in  fruit  left  on  the  trees  for 
like  periods.  On  the  contrary,  in  fruit  picked  at  or  after  the  ship- 
ping stage,  the  pressure  tests  on  the  stored  fruit  were  considerably 
lower  at  all  stages  than  in  fruit  left  on  the  tree.  The  explanation 
of  the  differing  results  would  appear  to  be  fairly  clear  when  con- 
sidered in  connection  with  the  results  obtained  upon  fruit  held  at 
32°  to  34°  F.  after  picking.  In  all  cases  the  storage  of  fruit  at 
32°  to  34°  resulted  in  an  increase  in  resistance  to  puncture,  the 
pressure  tests  after  10  to  30  days'  storage  equaling  or  exceeding 
those  at  the  time  of  picking,  regardless  of  the  stage  of  maturity  of 
the  fruit  when  picked.  At  low  temperature  the  pectic  transfor- 
mations which  result  in  softening  are  greatly  retarded,  as  Appleman 
and  Conrad  {!)  have  shown,  and  loss  of  water  by  evaporation  re- 
sults in  superficial  wilting  of  the  flesh,  which  increases  resistance  to 
puncture.  In  very  hard  green  fruit  picked  and  held  at  room 
temperature  softening  occurs,  but  its  effect  is  partially  offset  by 
the  loss  of  water  from  the  fruit,  so  that  resistance  to  puncture  de- 
creased rather  slowly.  In  fruit  allowed  to  attain  shipping  ripeness, 
then  picked  and  held  at  a  room  temperature  averaging  very  close  to 
that  in  the  open,  softening  occurred  more  rapidly  than  in  fruit  left 
on  the  tree,  as  Appleman  and  Conrad  {1)  found,  and  this  difference 
becomes  larger  with  increasing  maturity  of  the  fruit  when  picked. 
The  acceleration  of  softening  after  picking  appeared  from  the  results 
to  occur  only  if  the  fruit  had  reached  the  stage  at  which  Georgia 
growers  pick  for  shipment  to  distant  markets.  Appleman  and  Con- 
rad described  their  fruit  as  "hard  ripe";  it  was,  in  all  probability, 
one  to  two  days  past  the  Georgia  market  shipping  stage. 

The  data  of  the  storage  studies,  as  well  as  of  the  chemical  analyses 
and  pressure  tests,  are  presented  in  tabular  form  in  Table  3. 

112542°— 30 3 


18         TECHNICAL  BULLETIN    19  6,   U.   S.   DEPT.   OF   AGRICULTURE 


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22         TECHNICAL  BULLETIN    19  6,  U.   S.   DEPT.   OF  AGRICULTURE 


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CANNING   QUALITY  OF    CEKTAIN   EASTERN   PEACHES  23 


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26         TECHNICAL  BULLETIN    196,  TJ.   S.   DEPT.   OF  AGRICULTURE 

CANNING  TESTS 

The  canning  experiments  were  carried  out  in  the  commercial  can- 
nery of  W.  L.  Houser,  to  whom  the  writers  are  indebted  for  the  use 
of  equipment  and  for  cooperation  which  very  materially  aided  in  the 
work. 

METHODS   EMPLOYED   IN   THE    CANNING   EXPERIMENTS 

With  some  minor  exceptions,  the  canning  tests  upon  each  variety 
consisted  of  the  packing  of  lots  of  material  at  six  stages  of  maturity. 
The  first  lot  was  taken  when  the  fruit  lacked  one  or  two  days  of  hav- 
ing reached  the  stage  at  which  it  is  picked  for  commercial  shipment, 
while  the  last  consisted  of  fruit  which  was  as  soft  ripe  as  it  would 
become  without  dropping  from  the  trees.  The  various  stages  were 
consequently  separated  by  one  or  two  days,  the  intervals  varying 
somewhat  with  the  rate  of  softening  characteristic  of  the  variety 
and  also  with  the  weather  conditions  during  the  ripening  period. 

The  various  lots  of  fruit  were  in  all  cases  picked  early  in  the  day 
and  transferred  at  once  to  the  laboratory.  Except  in  the  case  of 
material  employed  in  the  holding  and  storage  experiments,  all  fruit 
was  canned  on  the  day  it  was  picked. 

The  fruit  in  all  cases  was  split  and  pitted  by  hand.  All  fruit  that 
was  sufficiently  firm  was  lye  peeled,  the  regular  equipment  of  the 
cannery  being  employed  for  the  larger  lots.  The  smaller  lots  were 
also  lye  peeled  in  a  small  steam-heated  retort  filled  with  the  alkali 
solution  and  so  arranged  that  the  peeling  was  as  efficient  as  in  the 
larger  equipment. 

After  being  peeled,  the  peaches  were  packed  in  No.  2%  plain  sani- 
tary cans,  and  sufficient  60  per  cent  sirup  was  added  to  fill  the  cans 
properly.  They  were  given  a  3-minute  exhaust,  processed  20  minutes 
in  a  rotating  cooker  at  212°  F.,  and  cooled  in  running  water.  At  the 
close  of  each  season's  work  the  canned  material  was  shipped  to  Wash- 
ington, D.  C,  where  it  was  stored  at  laboratory  temperature.  After 
five  or  six  months  in  storage  the  cans  were  cut  open  and  detailed  notes 
made  upon  the  appearance  and  dessert  quality  of  the  various  lots  of 
each  of  the  varieties.  In  the  examination  and  grading  of  the  material 
the  writers  were  assisted  by  members  of  the  Bureau  of  Home  Eco- 
nomics, representatives  of  the  National  Canners'  Association,  and  a 
number  of  other  persons  interested  in  the  work.  The  examinations 
of  the  material  involved  two  comparisons — the  various  samples  of 
each  variety  were  compared  with  each  other  to  determine  the  stages  of 
maturity  at  which  the  canned  material  had  best  appearance  and  flavor, 
and  the  several  varieties  were  then  subjected  to  comparison  as  to 
their  possibilities  as  canning  fruits. 

POINTS  CONSIDERED  IN  COMPARING  THE  CANNED  PRODUCTS 

In  judging  the  canned  material,  flavor,  size,  color,  and  texture  or 
firmness  were  the  factors  considered,  but  no  numerical  values  were 
assigned  to  these  several  factors.  Consideration  w^as  necessarily 
comparative,  each  of  the  varieties  being  checked  against  all  the  others. 


CANNING  QUALITY  OF   CERTAIN   EASTERN   PEACHES  27 


COLOR 

In  judging  the  color  of  the  fruit,  consideration  was  given  to  several  points, 
namely,  the  character  of  the  color,  as  yellow,  greenish  yellow,  brownish  yellow, 
etc. ;  the  intensity  of  the  color,  as  faint,  pronounced,  or  intense ;  and  the  uniform- 
ity of  color,  as  to  whether  the  whole  sample  was  uniform  or  variable  in  color. 

TEXTUEE  AND  FIRMNESS 

The  degree  of  firmness  of  a  sample  of  canned  peaches  varies  with  variety,  stage 
of  maturity,  processing  temperature  employed,  and  length  of  storage  after 
canning.  As  the  processing  temperatures  and  period  of  storage  were  uniform 
for  all  varieties,  the  differences  in  firmness  in  samples  taken  at  like  stages  of 
maturity  may  be  attributed  to  varietal  differences.  Samples  were  classed  as 
hard  (too  firm  to  crush  readily  between  the  teeth),  good  (suflSciently  firm  to 
retain  form  during  canning  and  storage),  and  soft  (showing  some  degree  of 
disintegration  as  a  result  of  processing). 

FLAVOR 

Flavor  could  be  stated  only  in  a  comparative  way,  as  to  the  degree  of  appeal 
which  the  sample  made  to  the  sense  of  taste.  It  must,  of  course,  be  recognized 
that  a  group  of  individuals  will  show  considerable  differences  in  their  selection 
of  the  best  from  several  products  sampled  by  them.  The  results  given  in 
Table  4  are  based  upon  the  decisions  of  a  majority  of  those  tasting  the  fruit. 

SIZE 

Statements  as  to  size  are  comparative  and  refer  to  material  that  was  fairly 
typical  of  the  several  varieties. 

GENERAL    SUITABILITY    FOR    CANNING 

The  statements  on  general  suitability  for  canning  are  expressions  of  the  col- 
lective judgment  of  the  writers  after  studying  the  several  varieties  for  three 
years.  The  respects  in  which  the  variety  is  ill  or  well  adapted  to  canning 
purposes  are  indicated  in  Table  4,  which  summarizes  the  conclusions  reached  in 
the  study  of  the  individual  varieties. 

RELATION    OF    MATURITY    TO    CANNING    QUALITY 

The  results  of  the  tests  to  determine  the  relation  of  maturity  to 
canning  quality  show  very  clearly  that  in  any  given  variety  the  de- 
gree of  maturity  of  the  fruit  determines  the  market  appearance  and 
dessert  quality  of  the  canned  product.  In  each  of  the  varieties  used 
the  series  of  samples  begins  with  material  that  is  hard  in  texture,  pale 
in  color,  and  lacking  in  flavor.  Successive  samples  show  progressive 
improvement  in  all  these  respects  up  to  a  point  at  which  the  flesh 
begins  to  soften  considerably  in  processing.  From  this  stage  onward 
the  successive  samples  show  continual  improvement  in  flavor  and  in 
most  varieties  in  color  also,  but  these  changes  are  accompanied  by 
progressive  breaking  down,  which  becomes  pronounced  enough  in 
the  final  samples  to  render  them  unattractive.  In  consequence,  there 
is  in  everv  variety  a  short,  rather  clearly  defined  period  in  which  the 
fruit  is  nrm  enough  to  undergo  processing  without  disintegrating 
and  has  sufficient  flavor  to  be  palatable.  This  is  the  best 
canning  stage;  before  it  is  reached  the  product  may  be  attractive 
in  appearance  but  will  lack  palatability ;  after  it  is  passed,  the  prod- 


28         TECHNICAL  BULLETIN    19  6,   U.   S.   DEPT.   OF  AGRICULTURE 

net  may  be  highly  flavored  but  will  be  unattractive.  Obviously,  the 
production  of  the  best  possible  product,  considering  both  appearance 
and  palatability,  depends  upon  selection  of  material  at  this  stage. 
The  packing  of  fruit  of  varying  degrees  of  maturity  mixed  together 
inevitably  reduces  both  the  market  appearance  and  the  dessert  qual- 
ity of  the  entire  pack,  regardless  of  the  variety  employed  or  the  mar- 
ket grade  of  the  raw  material  used.  It  is  believed  that  this  fact  can 
not  be  too  strongly  emphasized,  for  the  reason  that  observation  of  the 
practice  of  a  number  of  canners  leads  to  the  belief  that  far  too  little 
attention  is  paid  to  grading  the  fruit  for  uniform  maturity.  For 
this  reason,  special  effort  was  directed  in  its  work  to  the  securing 
of  a  definite  conception  of  the  best  canning  stage  in  the  life  of  the 
fruit. 

The  data  regarding  the  effect  of  stage  of  maturity  on  suitability 
for  canning  are  presented  in  Table  4. 


CANNING  QUALITY  OF   CERTAIN   EASTERN   PEACHES 


29 


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30         TFCHNICAL  BULLETIN    19  6,   U.   S.   DEPT.   OF  AGRICULTURE 


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CANNING  QUALITY  OF   CERTAIN   EASTERN   PEACHES  31 

COMPARISON    OF    VARIETIES 

The  qualities  regarded  as  desirable  in  a  canning  peach  are  those 
that  are  determined  by  the  preferences  of  the  purchasing  public. 
In  forming  these  preferences  purchasers  are  guided  to  a  very  large 
extent  by  the  appearance  of  the  material.  Consequently,  the  product 
must  be  up  to  a  certain  standard  in  general  appearance  or  it  will 
be  rejected  without  very  much  consideration  of  its  dessert  quality. 
Color  plays  a  very  considerable  part  in  determining  whether  the 
first  impression  shall  be  favorable.  Yellow-fleshed  varieties  are 
everywhere  preferred  to  the  white-fleshed  ones.  The  presence  of 
red  anthocyan  pigment  in  the  flesh  or  within  the  stone  cavity  is 
objectionable  by  reason  of  the  tendency  of  the  pigment  to  react  with 
the  tin  of  the  container  producing  a  purplish  or  violet  discoloration 
of  the  fruit  and  sirup  (IS).  A  flesh  of  fine,  firm  texture  with  a  mini- 
mum of  fiber  is  considered  desirable,  whereas  a  soft,  ragged  flesh 
with  prominent  fibers  is  regarded  as  undesirable,  no  matter  what 
its  other  qualities  may  be.  Other  factors  being  equal,  high,  full 
flavor  is  given  preference,  but  this  factor  receives  only  secondary 
consideration  as  compared  with  color,  texture,  and  general  appear- 
ance. The  fruit  should  be  of  uniform  size  and  shape  and  free  from 
blemish  or  discoloration. 

Of  the  varieties  tested  in  this  work,  Arp,  Yellow  Hiley,  Elberta, 
and  J.  H.  Hale  are  yellow  fleshed;  Carman,  Early  Rose,  Belle,  and 
Hiley  are  white  fleshed.  Early  Rose  is  a  clingstone.  Carman  a  semi- 
cling,  and  all  the  others  are  freestones. 

As  possible  material  for  canning  purposes.  Carman  has  proved 
on  the  whole  the  least  satisfactory.  Although  it  is  of  fair  size  and 
regular  shape,  the  white  flesh  darkens  very  quickly  on  exposure  to 
the  air,  giving  the  canned  product  a  brownish  tint  unless  special 
precautions  are  taken  in  the  canning  process.  The  fruit  ripens 
unevenly,  softening  on  one  side  while  still  hard  green  on  the  other, 
so  that  it  is  very  difficult  to  make  a  product  of  uniform  grade.  The 
soft  fruit  goes  to  pieces  badly  in  handling  and  processing,  giving  the 
sirup  a  milky  appearance  which  is  decidedly  unattractive.  The 
flavor  and  dessert  quality  are  rather  poor. 

During  the  canning  process  Early  Rose  retains  its  form  very 
much  better  than  Carman  and  presents  a  better  appeai'ance  in  the 
can.  It  ranked  second  only  to  Belle  or  to  Yellow  Hiley  in  dessert 
quality  in  these  tests,  but  it  is  too  small  in  size  to  offer  possibilities 
as  a  canning  fruit. 

Hiley  has  the  disadvantages  of  white  flesh,  somewhat  small  size, 
and  rather  irregular  shape.  Although  when  it  is  fully  ripe  its 
flavor  is  excellent,  flavor  is  not  fully  developed  until  the  fruit  is 
too  soft  to  be  lye  peeled,  and  the  dessert  quality  is  consequently 
poor  if  the  fruit  is  canned  when  still  firm  enough  to  retain  shape. 
It  also  contains  considerable  quantities  of  red  pigment,  and  purplish 
discoloration  in  the  flesh  and  sirup  was  of  more  frequent  occurrence 
than  in  any  other  variety  used  in  the  course  of  this  work. 

Belle  was  decidedly  superior  to  the  other  white-fleshed  varieties 
in  point  of  appearance  of  the  product,  retaining  its  form  much 
better  at  the  later  stages  of  maturity.  In  two  of  the  three  years  of 
the  tests  it  ranked  first  of  all  the  varieties  in  point  of  flavor.  By 
reason  of  the  high  dessert  quality  of  the  product,  it  is  quite  generally 


32         TECHNICAL  BULLETIN    196,   U.   S.   DEPT.   OF  AGRICULTURE 

employed  for  home  canning  in  peach-growing  districts,  and  a  few 
commercial  canners  pack  small  quantities  to  supply  a  demand  based 
upon  familiarity  with  the  variety. 

Yellow  Hiley  ranked  first  in  point  of  flavor  in  one  year  and  was 
considered  second  to  Belle  and  equal  to  Early  Rose  in  the  other  years. 
It  has  a  bright-yellow  flesh  which  deepens  in  color  as  it  becomes  fully 
ripe,  but,  like  nearly  all  the  other  varieties  tested,  it  becomes  so  soft 
by  the  time  full  flavor  has  developed  that  it  does  not  retain  its  shape 
satisfactorily  in  the  can.  It  is  also  rather  irregular  in  shape  and 
only  medium  in  size,  so  that  the  pack  suffers  by  comparison  with  that 
made  from'  larger  varieties,  such  as  Elberta  and  J.  H.  Hale. 

Arp  (which  is  rather  generally  known  as  Queen  of  Dixie  in  the 
vicinity  of  Fort  Valley,  apparently  as  a  result  of  the  renaming  of 
the  variety  by  nurserymen)  makes  a  light-yellow  product  which  is 
soft  in  texture  and  poor  in  flavor.  It  is  too  small  in  size  to  be  con- 
sidered a  possibility  for  canning  purposes. 

Throughout  the  tests  the  J.  H.  Hale  has  been  decidedly  the  most 
satisfactory  of  the  varieties  studied.  It  is  the  largest  in  size  and  is 
almost  globular  in  shape,  factors  which  contribute  materially  to  the 
uniformity  of  the  pack.  It  develops  a  deep-yellow  color  several 
days  before  it  begins  to  soften,  and  it  softens  rather  slowly  with  very 
little  tendency  toward  breaking  down  of  the  tissues  along  the  suture 
line  or  toward  the  tip.  Although  it  is  lacking  somewhat  in  flavor 
as  compared  w^ith  other  varieties  at  a  like  stage  of  ripeness,  a  canned 
product  of-  good  appearance  and  excellent  flavor  can  be  made  by 
allowing  the  fruit  to  become  thoroughly  tree  ripened.  The  texture  of 
the  fruit  is  such  that  it  retains  its  form  at  a  stage  of  ripeness  in 
which  other  varieties  disintegrate  badly.  Consequently,  it  much 
more  nearly  approaches  the  ideal  firm-fleshed,  spherical,  deep-yellow, 
canning- type  jDeach  than  any  other  of  the  varieties  grown  in  the 
East  for  the  fresh-fruit  market.  It  is  heavily  pigmented  in  the 
skin  and  about  the  stone,  and  purplish  discoloration  due  to  reaction 
of  the  red  pigment  with  the  tin  of  the  container  may  occasionally 
occur.  In  these  experiments  such  discoloration  occurred  in  some  de- 
gree at  one  time  or  another  in  all  the  varieties  employed,  but  was 
much  more  pronounced  in  the  others,  especially  in  Hiley  and  Belle, 
than  in  J.  H.  Hale. 

By  reason  of  its  productiveness,  Elberta  is  the  variety  most  widely 
grown,  and  therefore  the  variety  most  generally  available  for  can- 
ning. While  J.  H.  Hale  surpasses  Elberta  in  all  respects  as  material 
for  canning,  the  latter  more  nearly  approaches  that  variety  than 
do  any  of  the  others  tested  in  this  study.  It  is  generally  slightly 
smaller  in  size  and  less  nearly  spherical  in  shape  than  Hale,  so  that 
it  is  more  difficult  to  obtain  a  uniformly  filled  pack.  The  color  is 
a  fairly  deep  yellow,  which  does  not  fully  develop  until  the  fruit 
has  become  rather  too  soft  to  retain  its  shape  well.  The  flesh  is  some- 
what fibrous  and  coarse  in  texture,  but  the  flavor  is  good,  ranking 
close  to  Belle  in  these  tests.  Like  all  the  other  varieties  studied,  it 
attains  its  full  characteristic  flavor  only  after  softening  has  pro- 
ceeded so  far  that  the  tissues  break  down  in  lye  peeling  and  process- 
ing, resulting  in  cloudy  sirup  and  a  flattened,  ragged  appearance  of 
the  pieces  of  fruit.  Consequently  it  is  necessary  in  commercial  can- 
ning to  sacrifice  flavor  somewhat  in  order  to  obtain  a  better  appear- 


CANNING  QUALITY  OF    CERTAIN   EASTERN   PEACHES  33 

ance  of  the  pack.  The  presence  of  considerable  quantities  of  red 
pigment  is  occasionally  objectionable,  especially  when  it  extends 
deeply  into  the  flesh,  because  of  the  purplish  discoloration  which  may 
result. 

CANNING  AFTER   STORAGE 

The  ripening  period  of  any  one  variety  is  so  short  that  the 
cannery  operator  is  able  to  procure  fruit  of  a  variety  in  proper 
condition  for  use  during  only  a  few  days,  but  during  a  part  of  this 
period  the  available  supply  may  be  far  in  excess  of  the  capacity  of 
his  plant.  It  would  be  highly  advantageous  if  the  canner  could 
take  supplies  of  fruit  as  offered,  storing  the  surplus  until  needed  for 
use  and  thus  extending  his  working  period.  Some  experiments  were 
consequently  carried  out  upon  material  picked  at  several  stages  of 
maturity  and  stored  for  varying  periods  in  an  open  room  at  tempera- 
tures ranging  from  5°  to  10°  below  the  outside  temperatures  and 
varying  between  65°  and  90°  F.  These  conditions  were  chosen  as 
approximating  those  which  most  cannery  operators  would  neces- 
sarily employ  in  storing  any  fruit  not  used  on  the  day  of  receipt. 
Th§  fruit  was  stored  in  half-bushel  baskets  and  was  sampled  for 
analysis  and  puncture  tests  at  intervals  of  two  to  four  days.  Repre- 
sentative portions  were  removed  at  the  same  time  and  canned  by  the 
methods  employed  in  the  other  canning  tests.  The  data  obtained  in 
the  analyses  and  pressure  tests  are  presented  in  Table  3. 

In  general,  the  ripening  of  the  fruit  in  common  storage,  as  meas-  • 
ured  by  softening  to  pressure,  was  somewhat  less  rapid  in  the  case 
of  fruit  picked  prior  to  reaching  shipping  stage  than  in  check  lots 
left  to  ripen  on  the  tree.  In  that  picked  at  or  subsequent  to  shipping 
stage  the  stored  lots  softened  somewhat  more  rapidly  than  the  check 
lots  left  on  the  trees.  This  last  finding  is  in  agreement  with  the 
work  of  Appleman  and  Conrad  (7),  as  already  noted.  It  is  conse- 
quently clear  that  the  canner  has  nothing  to  gain  in  a  practical  way 
by  accepting  fruit  and  placing  it  in  common  storage.  On  the  con- 
trary, there  are  several  disadvantages.  Fruit  picked  hard  ripe  and 
stored  for  some  time  is  not  as  easily  peeled  in  the  lye  bath  as  fruit 
alloAved  to  come  to  a  like  stage  of  ripeness  on  the  tree.  The  pro- 
gressive development  of  flavor  characteristic  of  the  ripening  of  fruit 
left  on  the  tree  almost  wholly  fails  to  occur  in  fruit  picked  hard 
ripe  and  ripened  in  common  storage.  The  canned  product  made  from 
fruit  so  treated  is  notably  lacking  in  flavor  and  in  some  cases  has 
a  bitterness  not  perceptible  in  the  tree-ripened  fruit. 

As  already  pointed  out  in  discussing  the  physical  and  chemical 
changes  occurring  in  common  storage,  the  less  mature  lots  of  fruit 
gradually  increased  in  total  solids  and  in  nearly  all  the  individual 
constituents  making  up  the  total  solids,  as  a  result  of  loss  of  water. 
The  more  mature  lots,  picked  at  or  a  day  or  two  subsequent  to  the 
shipping  stage,  showed  practically  no  change  in  total  solids,  indicat- 
ing that  the  loss  of  water  was  balanced  by  the  destruction  of  sugars 
and  acids  in  the  respiratory  processes.  In  both  cases  there  is  a  pro- 
gressive loss  of  weight  in  common  storage  which  is  not  counterbal- 
anced by  any  increase  in  flavor  and  palatability  of  the  product. 

Common  storage  may  be  employed  in  an  emergency  as  a  means 
of  carrying  over  a  temporary  oversupply  of  fruit  to  the  next  day, 


34         TECHNICAL  BULLETIN    19  6,   V.   S.   DEPT.   OF  AGRICULTURE 

but  it  offers  no  possibilities  as  a  means  of  holding  fruit  for  any  con- 
siderable period.  It  does  not  arrest  the  ripening  process,  but  merely 
deprives  the  fruit  of  any  materials  that  might  have  been  received 
had  it  remained  upon  the  tree.  It  is  very  clear  that  the  best  pro- 
cedure is  to  can  the  fruit  the  same  day  it  is  picked. 

COLD    STORAGE   AS   AN   ADJUNCT    TO    CANNING 

Experiments  upon  the  cold  storage  of  peaches  for  canning  pur- 
poses were  carried  out  in  1926,  employing  the  Hiley  variety.  The 
general  plan  of  the  cold-storage  experiments  has  already  been  de- 
scribed. (P.  15.)  Portions  of  the  various  lots  of  fruit  were  removed 
at  intervals  during  the  test  and  canned  by  the  regular  methods. 

As  shown  by  the  results  of  the  analyses  and  the  pressure  tests 
(Table  3  and  p.  17),  storage  at  32°  to  34°  F.  permits  fruit  picked  at 
stages  of  maturity  ranging  from  5  to  6  days  before  shipping  ripe- 
ness to  2  to  3  days  after  to  be  held  for  periods  of  24  to  30  days  with 
little  or  no  change  in  chemical  composition.  In  general,  fruit  so 
treated  showed  slight  increases  in  firmness  of  flesh  as  determined 
by  pressure  test.  When  canned,  it  was  indistinguishable  in  color, 
firmness,  and  general  appearance  from  check  lots  of  like  maturity 
canned  immediately  after  picking.  Fruit  picked  at  shipping  ripe- 
ness and  also  at  2  to  3  days  after  that  stage  was  peeled  perfectly 
by  the  usual  lye-bath  method  after  27  and  24  days  in  cold  storage, 
I  respectively,  showed  no  breaking  down  in  processing,  and  had  a 
clear  sirup  and  good  appearance  when  opened.  Such  fruit  seemed 
to  be  slightly  deficient  in  flavor,  however,  as  compared  with  fruit 
of  like  maturity  canned  without  storage,  and  progressive  decline  in 
flavor  with  increase  in  length  of  storage  was  evident  when  samples 
canned  after  varying  periods  of  storage  were  compared. 

Where  cold-storage  facilities  are  available,  their  use  by  the  canner 
offers  a  means  of  prolonging  the  operating  period  by  purchasing 
fruit  at  the  proper  stage  for  canning,  storing  it  as  near  32°  F.  as 
possible,  and  working  it  up  after  the  supply  of  fruit  from  the 
orchards  is  exhausted.  This  means  of  increasing  the  capacity  of 
the  plant  must  be  employed  with  caution,  however.  The  flavor  of 
the  peach  ceases  to  develop  when  the  fruit  is  placed  in  cold  storage, 
and  fruit  held  for  prolonged  periods  may  become  somewhat  softened, 
and  decay  may  set  in,  with  consequent  loss  of  material. 

SELECTION  AND  HANDLING  OF  MATERIAL  FOR  CANNING 

The  preceding  sections  have  dealt  with  the  ph3'^sical  and  chemical 
changes  occurring  in  the  course  of  ripening  in  several  commercially 
important  varieties  of  peaches  and  with  the  relation  of  these  changes 
to  the  character  and  quality  of  the  canned  product.  An  attempt 
has  been  made  to  evaluate  each  of  the  varieties  studied  and  to  in- 
dicate its  suitability  or  unsuitability  as  material  for  canners'  use. 
In  the  course  of  the  practical  canning  work  a  considerable  degree  of 
attention  has  been  given  to  the  study  of  existing  methods  of  handling 
peaches  in  preparation  for  canning,  in  the  hope  of  being  able  to 
suggest  modifications  of  procedure  which  will  permit  of  the  packing 
of  a  more  uniform  product  of  better  appearance  and  higher  quality. 
The  results  of  this  portion  of  the  work  are  presented  in  the  belief 


CANNING   QUALITY  OF   CERTAIN   EASTERN   PEACHES  35 

that  the  general  adoption  of  the  suggestions  made  would  aid  in 
increasing  the  demand  for  and  'consumption  of  eastern  freestone 
peaches  in  canned  form. 

In  the  canning  of  any  product  the  aim  of  the  canner  should  be  to 
produce  a  product  of  the  highest  table  quality  and  most  attractive 
appearance  possible.  Increasing  competition  in  the  canned-goods 
markets  and  greater  attention  to  standardization  of  the  pack  on  the 
part  of  canners  make  it  highly  unwise  to  adopt  any  other  policy. 
To  pack  the  best  possible  product  requires  scrupulous  attention  to 
every  detail  of  the  selection  and  handling  of  the  raw  material,  since 
negligence  in  these  matters  inevitably  lowers  the  market  quality 
and  selling  price  of  the  product.  Care  in  the  selection  of  the  raw 
material  is  nowhere  more  necessary  than  in  the  packing  of  eastern 
peaches,  since  both  palatability  and  market  appearance  are  pro- 
foundly affected  by  the  stage  of  maturity  of  the  material.  Also, 
no  fruit,  with  the  exception  of  apricots  and  some  of  the  berries, 
remains  in  best  condition  for  canning  for  so  short  a  time  as  do 
peaches. 

For  these  reasons,  effort  has  been  directed  in  this  work  toward 
the  preparation  of  the  best  product  that  could  be  made  from  selected 
material  by  scrupulous  selection,  grading,  and  care  in  the  details  of 
packing  operations.  No  attempt  has  been  made  to  utilize  packing- 
house culls,  blemished  or  undersized  fruit,  or  material  which  for 
any  other  reason  was  not  up  to  market  grade.  It  was  realized  that 
any  product  that  could  be  made  from  such  material  would  be  below 
existing  market  standards  in  one  or  more  respects  and  consequently 
would  be  marketable  only  with  difficulty  and  at  prices  yielding  little 
or  no  profit  to  the  canner,  the  result  being  of  no  advantage  to  the 
grower.  It  was  believed  that  a  potential  demand  exists  for  a  rigidly 
standardized  product  packed  with  scrupulous  care  in  the  selection 
of  the  material,  and  it  was  recognized  that  there  is  a  considerable 
surplus  of  unmarketed  high-grade  fruit  suitable  for  the  prepara- 
tion of  such  a  product  in  every  year  of  normal  production.  These 
considerations  determined  the  character  and  purpose  of  the  work. 

STAGE   OF  MATURITY   FOR   CANNING 

One  of  the  most  important  factors  to  be  considered  in  canning 
the  types  of  peaches  here  discussed  is  the  stage  of  maturity.  The 
results  of  the  studies  of  relation  of  degree  of  maturity  to  appearance 
and  market  grade  of  the  pack  are  presented  in  Table  4.  These  tests 
show  that  except  in  one  or  two  varieties,  softening  occurs  so  rapidly 
that  any  individual  fruit  remains  in  the  best  condition  for  canning 
for  only  one  or  two  days.  Prior  to  the  attainment  of  this  condition 
it  is  too  hard  and  flavorless  to  be  desirable,  while  later  it  is  too  soft 
to  make  an  attractive  pack.  The  best  stage  for  canning  is  a  com- 
promise between  several  opposing  factors.  Flavor  and  sugar  con- 
tent continue  to  increase  throughout  the  ripening  process  as  long  as 
the  fruit  remains  upon  the  tree  in  sound  condition.  The  greenish 
tint  characteristic  of  the  unripe  flesh  is  replaced  in  white-fieshed 
varieties  by  a  white  or  cream  color;  in  yellow-fleshed  varieties  by  a 
progressively  deepening  yellow.  These  changes  are  desirable,  since 
they  make  the  material  more  attractive  both  to  the  eye  and  to  the 
palate.     But  the  fruit  progressively  softens  as  these  changes  are 


36         TECHNICAL  BULLETIN    19  6,  U.   S.   DEPT.  OF  AGRICULTURE 

occurring.  This  is  not  objectionable  to  the  canner  until  the  fruit 
becomes  too  soft  to  be  lye  peeled.  In  most  varieties  the  maximum 
color  and  flavor  are  not  developed  until  the  fruit  is  nearly,  if  not 

?uite,  too  soft  for  lye  peeling.  The  general  rule  which  must  be 
ollowed,  therefore,  is  to  leave  the  fruit  upon  the  trees  as  long  as 
it  can  remain  and  still  be  successfully  lye  peeled.  In  the  vicinity 
of  Fort  Valley,  Ga.,  the  limit  for  lye  peeling  is  usually  reached 
three  to  four  days  after  the  fruit  has  attained  shipping  ripeness. 
It  is  not  always  easy  to  determine  just  how  long  the  fruit  may 
safety  remain  upon  the  tree,  since  this  will  vary  considerably  in 
different  years  as  a  result  of  seasonal  conditions.  If  the  season  has 
been  dry  and  cool  until  a  few  days  before  the  fruit  becomes  shipping 
ripe,  and  hot  rainy  weather  then  sets  in,  the  fruits  become  soft  much 
sooner  than  if  moderately  dry  conditions  prevail.  While  the  color 
of  the  fruit  is  normally  a  rather  dependable  guide  in  judging  matur- 
ity, a  period  of  cool  sunless  weather  with  much  rain  during  the  ripen- 
ing season  may  result  in  failure  to  develop  normal  color  changes-. 
Fruit  under  such  conditions  may  become  quite  soft  while  retaining 
much  green  color  in  skin  and  flesh.  Good  judgment  is  necessary  and 
experience  is  advantageous  in  getting  fruit  to  the  cannery  at  the 
proper  stage  of  maturity. 

Pressure  tests  have  shown  themselves  to  be  of  very  considerable 
assistance  in  determining  the  proper  time  for  harvesting.  Fruit  hav- 
ing pressure  tests  ranging  from  300  to  225  grams  on  the  tester  here 
used  is  generally  satisfactory.  For  most  of  the  varieties  here  studied 
a  pressure  test  averaging  below  225  indicates  that  the  fruit  is  too 
soft  to  be  lye  peeled  without  the  pieces  breaking  down  at  the  cut 
edges. 

HARVESTING   THE    FRUIT 

The  appearance  and  palatability  of  the  canned  product  which  can 
be  produced  from  any  given  lot  of  fruit  is  to  a  considerable  degree 
determined  by  the  care  taken  in  harvesting  the  fruit  to  pick  only  such 
fruit  as  is  in  prime  condition  for  canning.  As  a  result  of  a  number 
of  factors,  the  individual  fruits  upon  a  tree  will  vary  considerably  in 
their  time  of  ripening,  and  trees  standing  side  by  side  in  the  orchard 
may  differ  by  two  to  four  days  in  the  date  at  which  ripening  of  the 
fruit  begins  or  reaches  its  peak.  In  commercial  practice  for  shipping 
to  the  fresh-fruit  market  the  harvesting  period  for  any  given  orchard 
of  a  particular  variety  extends  over  7  to  10  days,  and  from  four 
to  eight  pickings  may  be  necessary.  There  is  considerable  variation 
in  the  length  of  the  harvest  period  from  year  to  year  as  a  result  of 
varying  climatic  conditions. 

In  the  course  of  this  work  counts  were  made  of  the  number  of 
fruits  reaching  shipping-ripe  conditions  each  day  throughout  the 
ripening  period  for  several  of  the  varieties.  A  typical  result  is 
presented  in  Table  5,  which  contains  the  record  for  six  Carman  trees 
during  the  season  of  1924.  The  trees  stood  near  together,  bore 
approximately  equal  loads  of  fruit,  and  in  all  respects  were  typically 
healthy;  vigorous  specimens  of  the  variety.  The  fruit  reached 
shipping  stage  over  a  period  of  11  to  14  days.  Tree  No.  2  was 
materially  in  advance  of  the  others,  having  ripened  87.9  per  cent  of 
its  fruit  by  June  29,  on  which  date  Nos.  3  to  6  had  ripened  53  to  59 
per  cent  of  their  crops.     Tree  No.  1  was  considerably  behind  the 


CANNING   QUALITY   OF    CERTAIN    EASTERN    PEACHES 


37 


rest,  having  ripened  only  22.5  per  cent  of  its  fruit  by  June  29.  Trees 
1  and  2  behaved  alike  in  that  the  ripening  of  two-thirds  of  the  crop 
occurred  within  a  period  of  four  days,  while  in  the  other  trees  ripen- 
ing w^as  spread  over  a  longer  period  with  no  very  pronounced  peak. 
The  record  here  given  is  typical  of  the  results  obtained  with  other 
varieties. 

Table  5. — Percentage  of  peaches  reaching  shipping  stage  dailj/  for  six  Carman 

trees  in  192 Jf 


Date 


Tree  No. 

Tree  No. 

Tree  No. 

Tree  No. 

Tree  No. 

1 

2 

3 

4 

5 

0 

0.6 

0.8 

0.5 

0 

.6 

4.7 

1.8 

6.3 

.3 

5.0 

23.8 

11.0 

10.4 

7.2 

3.0 

16.6 

13.2 

12.1 

12.6 

5.0 

24.4 

16.8 

15.6 

14.9 

8.9 

17.8 

14.0 

14.0 

19.0 

22.1 

6.3 

13.5 

14.6 

13.5 

17.2 

2.4 

11.1 

12.0 

9.0 

14.0 

1.8 

9.2 

9.0 

8.2 

10.8 

1.1 

5.8 

3.6 

7.1 

7.9 

.5 

2.0 

1.5 

6.0 

4.0 

0 

.8 

0 

.8 

1.6 

0 

0 

.4 

.4 

.5 

0 

0 

0 

0 

Tree  No. 
6 


June  24 
June  25 
June  26 
June  27 
June  28 
June  29 
June  30 
July  l._ 
July  2, . 
July  3.. 
July  4.. 
July  5.  _ 
July  6-- 
July  7.. 


0.4 
1.0 

8.2 
13.0 
15.0 
15.4 
12.6 
9.8 
8.2 
6.6 
5.4 
3.6 
.8 
0 


From  a  practical  point  of  view  these  results  mean  that  in  order 
to  obtain  fruit  in  the  best  condition  for  canning  it  will  be  necessary 
to  pick  the  trees  over  every  other  day  and  to  have  the  pickers  care- 
fully trained  to  recognize  the  stage  of  ripeness  desired.  If  the  inter- 
vals between  pickings  are  made  longer  than  two  days,  a 'consider- 
able percentage  of  the  fruit  will  become  too  soft  to  be  lye  peeled,  and 
must  be  sorted  out  if  the  appearance  of  the  pack  is  to  be  maintained. 
Needless  to  say,  great  difficulty  will  be  encountered  in  attempting 
to  use  varieties  in  w^hich  the  individual  fruits  soften  unevenly,  re- 
maining hard  and  green  on  one  side  while  softening  on  the  other. 
Such  varieties  have  small  or  no  possibilities  as  peaches  for  canning. 

In  order  to  make  a  pack  of  the  highest  quality,  the  canner  must 
have  the  cooperation  of  the  pickers.  They  not  only  must  be  trained 
to  recognize  the  stage  of  ripeness  desired,  but  also  must  be  made  to 
realize  the  necessity  for  special  care  in  handling  the  picked  fruit. 
It  would  seem  superfluous  to  say  that  fruit  intended  for  the  cannery 
should  be  picked  and  handled  with  at  least  as  much  care  as  that 
intended  for  shipment,  were  it  not  for  the  fact  that  observations 
indicate  that  far  too  little  care  is  usually  given  this  detail.  By 
reason  of  its  greater  maturity,  such  fruit  is  more  easily  bruised  or  cut 
by  rough  handling  than  fruit  at  shipping  stage.  Such  bruises  dis- 
color very  rapidly  and  impair  the  appearance  of  the  pack  if  not 
trimmed  out.  Such  practices  as  throwing  the  fruit,  as  it  is  picked, 
into  a  basket  placed  several  feet  away,  dumping  one  basket  into 
another,  or  loading  baskets  into  a  wagon  or  truck  in  such  fashion 
that  the  weight  of  one  tier  Fests  upon  the  fruit  below  are  entirely 
too  common,  and  the  cannery  operator  who  permits  them  suffers  a 
penalty  in  the  reduced  yield  of  packed  cans  and  lower  market  grade 
of  his  product.  Consequently,  efforts  expended  in  training  the  pick- 
ing and  handling  crews  in  gentle  methods  of  handling  the  fruit  will 
yield  substantial  dividends  in  improved  appearance  of  the  pack. 


38         TECHNICAL  BULLETIN    19  6,   U.   S.   DEPT.   OF  AGRICULTURE 

GRADING   THE   FRUIT 

If  proper  attention  has  been  given  to  the  maturity  of  the  fruit  in 
picking,  grading  to  pick  out  underripe  and  overripe'  fruit  should  not 
be  necessary.  I'he  women  who  do  the  pitting  may  be  instructed  to 
separate  such  fruits  from  the  rest  as  they  are  pitted.  If  the  fruit 
varies  greatly  in  size,  the  appearance  of  the  pack  will  be  improved  if 
the  fruit  is  graded  so  that  only  fruits  of  approximately  equal  size 
are  packed  together. 

PITTING  THE  FRUIT 

The  pitting  of  the  fruit  is  usually  the  first  step  in  its  preparation. 
It  is  usually  done  by  hand  by  women  who  are  paid  a  flat  rate  per 
basket  of  pitted  halves.  Each  operator  is  equipped  with  a  short, 
round-pointed  knife  with  which  she  opens  the  fruit  by  a  continuous 
cut  along  the  suture  line  completely  around  the  fruit.  The  halves 
are  then  separated  by  a  slight  twisting  motion  and  the  stone  lifted 
out  by  the  finger  nail  or  the  point  of  the  knife.  As  most  of  the 
varieties  grown  for  the  fresh-fruit  market  are  freestones,  pitting 
offers  little  difficulty  if  the  fruit  is  properly  matured.  If  it  is  under- 
mature  the  stones  will  cling  rather  firmly,  and  the  use  of  pitting 
spoons  of  the  tj^pe  employed  in  pitting  clingstone  peaches  will  be 
necessary.  Such  spoons  are,  of  course,  indispensable  wherever  cling 
or  pronounced  semicling  varieties  are  to  be  handled.  Supervision  of 
the  pitting  is  necessary  in  order  to  make  sure  that  the  operators  cut 
the  fruit  cleanly  in  halves,  without  ragged  or  torn  edges,  that  bits  of 
broken  stone  are  not  left  in  the  fruit,  and  that  all  pieces  showing 
worm  infestation  are  discarded. 

LYE  PEELING 

The  economical  packing  of  peaches  depends  upon  the  possibility  of 
employing  the  lye-peeling  process  for  removing  the  skins  from  the 
fruit.  The  treatment  consists  in  dipping  the  fruit  into  or  submerging 
it  in  an  actively  boiling  2  per  cent  solution  of  sodium  hydroxide 
(commercial  concentrated  \je)  for  30  to  60  seconds  and  following 
this  treatment  by  washing  with  jets  of  cold  water  under  considerable 
pressure.  The  washing  is  usually  done  in  a  squirrel-cage  washer, 
a  long  cylinder  of  wire  netting  revolving  in  a  tank  partially  filled 
with  water.  The  rubbing  of  the  fruits  one  upon  another  and  against 
the  meshes  of  the  netting  aids  in  loosening  the  skins,  which  are 
washed  off  by  the  jets  of  water,  pass  through  the  netting,  and  are 
carried  away  with  the  wash  water.  In  varieties  having  considerable 
pigment  in  the  stone  and  in  the  stone  cavity  much  of  the  colored 
material  is  removed  by  the  lye  bath  and  subsequent  treatment. 

In  order  to  be  successfully  handled  through  the  lye-peeling  process 
the  fruit  must  be  fairly  firm.  Rather  extensive  tests  with  the  pres- 
sure tester  have  shown  that  if  any  area  upon  the  fruit  has  a  resistance 
to  puncture  less  than  225  grams  it  is  likely  to  disintegrate  badly 
during  lye  peeling.  On  the  other  hand,  fruit  that  shows  an  average 
pressure  test  much  above  300  grams  is  too  green  for  canning  and  can 
not  be  successfully  peeled  by  the  lye  treatment.  Consequently  fruit 
can  be  successfully  handled  only  during  the  period  in  which  the  pres- 
sure test  ranges  between  300  and  225  grams  as  average  limits.    As 


CANNING   QUALITY   OF    CERTAIN   EASTERN   PEACHES  39 

the  resistance  to  pressure  decreases  at  the  rate  of  20  to  30  grams 
per  clay,  and  under  certain  conditions  at  an  even  higher  rate,  the 
necessity  for  very  prompt  handling  of  the  fruit  is  emphasized.  For 
the  most  satisfactory  results  it  is  an  excellent  rule  to  allow  no  more 
fruit  to  be  picked  and  delivered  than  can  be  handled  during  the 
day's  run. 

Even  with  the  greatest  care  the  cannery  operator  will  occasionally 
have  to  deal  with  lots  of  fruit  that  have  become  too  soft  to  be  lye 
jDceled  without  disintegrating.  Two  courses  are  then  open.  If  the 
major  part  of  the  fruit  is  satisfactorily  firm,  the  pitters  may  be 
instructed  to  throw  out  all  fruits  that  seem  too  soft.  The  remainder 
may  be  pitted  and  peeled,  the  women  who  fill  the  cans  being  cau- 
tioned to  discard  pieces  that  have  broken  down  in  peeling.  If  too 
much  of  the  fruit  is  soft  to  make  sorting  practicable,  the  whole 
lot  must  be  packed  unpeeled.  Either  course  involves  considerable 
financial  loss  through  the  larger  labor  cost  and  lower  yield  in  the 
one  case  or  the  lower  selling  price  in  the  other. 

PACKING 

The  ease  of  grading  and  packing  is  very  greatly  influenced  by 
the  care  that  has  been  exercised  in  harvesting  and  peeling  the  fruit. 
If  the  fruit  is  uniform  in  size  and  degree  of  maturity,  the  output 
of  packed  cans  per  operator  on  the  filling  line  may  be  double  that 
obtained  when  the  fruit  varies  greatly  in  size  and  contains  some 
oversoft  fruit.  Failure  to  grade  the  fruit  prior  to  preparation  is 
false  economy,  as  the  apparent  saving  thus  achieved  is  more  than 
offset  by  the  loss  of  time  in  throwing  out  soft,  ragged  fruits  and  in 
sorting  over  pieces  of  various  sizes  in  order  to  pick  out  those  of  like 
size  for  filling  into  a  can.  The  number  of  packers  must  always  be 
sufficient  to  keep  up  with  the  pitting  and  peeling  so  that  fruit  does 
not  stand  exposed  to  the  air  for  considerable  periods  while  awaiting 
packing. 

STRENGTH  OF  SIRUP 

Most  eastern  packers  employ  sirups  of  40  to  50  per  cent,  and  a  60 
per  cent  sirup  is  rarely  used.  It  is  the  conviction  of  the  writers 
that  the  use  of  the  lighter  sirups  is  a  mistake  and  that  all  fruit  of 
good  quality  should  be  packed  in  60  per  cent  sirup.  The  types  of 
peaches  being  dealt  with  owe  their  popularity  as  fresh  fruit  to  their 
high  flavor  and  melting  quality.  In  order  to  find  and  hold  a  place 
in  popular  favor,  the  canned  product  must  possess  outstanding 
flavor.  The  experiments  here  described  have  very  conclusively 
shown  that  flavor  is  best  preserved  and  brought  out  when  a  sirup  of 
55  to  60  per  cent  is  employed,  and  is  much  less  apparent  when  lighter 
sirups  are  used.  Consequently,  it  will  be  most  advantageous  to 
employ  a  55  or  60  per  cent  sirup  in  packing  the  fruit. 

SIRUPING  AND   EXHAUSTING 

The  filled  cans  should  pass  to  the  siruping  machine  without 
delay,  as  standing  exposed  to  the  air  will  result  in  browning  of  the 
flesh.  The  sirup  should  be  added  hot,  preferably  at  160°  to  190° 
F.,  as  the  efficiency  of  the  exhaust  will  be  very  greatly  increased  by 
the  hot  sirup. 


40         TECHNICAL  BULLETIN    19  6,   U.   S.   DEPT.  OF  AGRICULTURE 

The  exhaust  box  should  be  of  such  a  length  that  the  cans  spend 
at  least  two  minutes  in  passing  through  it.  A  thorough  exhaust 
lessens  corrosion  of  the  can  by  removing  more  of  the  oxygen  present 
in  the  tissues,  improves  the  color  of  the  fruit  if  browning  has  oc- 
curred, and  reduces  the  softening  and  breaking  down  in  processing 
by  reducing  the  processing  time. 

PROCESSING 

Both  retorts  and  rotating  cookers  are  successfully  employed  for 
processing  peaches,  but  the  rotating  cooker  has  many  advantages. 
All  the  cans  enter  it  at  the  same  temperature  and  hence  receive  uni- 
form heating.  The  first  cans  loaded  into  the  retort  have  been  cool- 
ing while  the  retort  was  being  filled,  and  are  therefore  unequally 
processed.  Since  the  cans  are  not  agitated  during  processing,  the 
time  required  for  processing  is  longer,  and  greater  softening  and 
breaking  down  of  the  fruit  occurs.  Also,  facilities  for  cooling  the 
cans  in  any  really  adequate  manner  are  rarely  available  in  connec- 
tion with  retorts,  and  the  fruit  is  frequently  overprocessed  through 
failure  to  receive  prompt  cooling.  Lastly,  the  necessarily  larger 
amount  of  hand  labor  involved  in  the  use  of  retorts  increases 
production  costs. 

The  proper  processing  time  must  be  determined  for  the  particular 
set  of  conditions  existing  in  the  plant.  The  limits  within  which 
that  time  may  be  varied  are  the  point  at  which  the  fruit  is  incom- 
pletely cooked  and  that  at  w^hich  it  begins  to  break  down  from  pro- 
longed cooking.  In  a  rotating  cooker  25  minutes  is  an  approximate 
time  for  No.  214  cans,  in  a  retort,  30  minutes,  if  the  cans  enter  the 
process  at  170°  F.  For  very  large  fruit  it  may  be  necessary  to 
increase  the  processing  time. 

m 

COOLING  THE  CANS 

The  necessity  for  prompt  cooling  of  the  cans  after  processing 
is  not  fully  appreciated  by  many  canners.  When  cans  are  taken 
from  the  processing  chamber  and  stacked  in  air,  those  at  the  middle 
of  the  stack  remain  near  the  processing  temperature  for  many  hours. 
Such  treatment  continues  the  cooking  process,  with  the  result  that 
the  fruit  is  softened  and  altered  in  flavor.  Submerging  the  cans 
for  a  few  minutes  in  a  tank  of  water,  as  is  sometimes  done,  lowers 
the  surface  temperature  of  the  cans,  but  when  the  cans  are  stacked 
the  temperatures  at  centers  and  surfaces  are  equalized  and  are  little 
below  that  of  the  processing  chamber. 

The  rotating  cooler,  which  carries  the  cans  slowly  through  a  long 
trough  of  cold  running  w^ater,  rotating  them  slowly  meanwhile,  is 
the  most  efficient  cooling  device.  In  the  absence  of  such  a  device, 
tanks  of  cold  running  water  into  which  the  cans  can  be  lowered 
as  they  come  from  the  processing  chamber  and  allowed  to  remain 
until  they  are  well  cooled  should  be  supplied.  Any  effective  arrange- 
ment which  will  quickly  stop  the  cooking  and  reduce  the  temperature 
to  that  of  the  surrounding  air  may  be  used.  Whatever  the  cooling 
process  used,  the  cans  should  not  be  stacked  until  they  have  cooled 
to  a  temperature  little  above  that  of  the  air. 


CANirrN-Q   QUALITY   OF    CEETAIN"   EASTERN   PEACHES  41 

SOME   FACTORS    DETERMINING    THE    SUCCESS    OF   A   CANNING 

ENTERPRISE 

Whether  it  is  practical  to  utilize  any  considerably  increased 
quantities  of  eastern  peaches  through  canning  (assuming  that  the 
product  be  made  as  uniform  and  as  high  in  grade  as  the  material 
will  permit)  depends  upon  a  number  of  factors  not  previously 
mentioned.  These  factors  are  primarily  economic  in  nature  and  are 
related  to  the  general  operation  of  canning  as  a  business  rather  than 
to  the  technical  details  of  the  handling  of  the  material.  They  are 
here  discussed  for  the  reason  that  despite  their  great  importance 
they  are  not  immediately  obvious  to  the  inexperienced  and  are  often 
left  out  of  consideration. 

Foremost  in  importance  among  these  factors  is  the  cost  of  raw 
materials,  and  closely  associated  therewith  is  an  assured  supply. 
If  the  canner  is  to  render  service  to  growers  by  diverting  a  portion 
of  the  crop  from  the  fresh  market,  he  must  be  assured  of  supplies 
of  fruit  year  after  year  at  prices  that  he  can  afford  to  pay.  The 
only  method  of  obtaining  such  assurance  is  through  making  contracts 
at  a  stipulated  price  for  a  year  or  a  term  of  years  in  advance. 
A  contract  between  canner  and  grower  obviously  involves  an  element 
of  risk  of  loss  for  both  parties,  since  the  fruit  may  be  worth  more 
or  less  than  the  contract  price  when  the  date  of  delivery  arrives; 
but  such  fluctuations  tend  to  equalize  themselves  over  a  term  of 
years.  Such  contracts  have  decided  advantages  for  the  growers, 
as  delivery  of  a  part  of  the  crop  to  the  cannery  gives  immediate 
returns  which  are  available  for  financing  the  packing  and  shipping 
of  the  remainder.  Such  contracts  are  imperatively  necessary  for 
the  canner,  who  unless  he  has  an  assured  supply  of  raw  material 
at  a  known  price,  is  engaged  in  gambling  rather  than  in  business. 
The  history  of  the  canning  industry  shows  that  it  is  quite  impossible 
to  establish  a  stable,  permanent  enterprise  upon  any  other  than 
a  contract  basis. 

A  large  portion  of  the  pack  of  any  commodity  is  sold  months 
before  the  canning  season  opens  and  long  before  there  is  any  possi- 
bility of  forecasting  the  size  of  the  crop.  To  make  such  sales  the 
canner  must  know  in  advance  the  cost  of  his  raw  material.  Most 
canneries  have  permanent  connections  with  wholesalers  and  distribu- 
tors whom  they  supply  year  after  year.  The  canner  who  is  forced 
to  depend  upon  the  open  market  for  his  raw  material  finds  fruit 
held  at  prohibitive  prices  in  years  of  small  crops.  That  it  may 
be  had  at  practically  the  cost  of  picking  in  years  of  abundant  crops 
is  of  little  advantage,  since  the  occasional  pack  must  be  sold  for 
what  it  may  bring  at  a  time  when  wholesalers  and  distributors  have 
already  supplied  their  needs.  Furthermore,  such  operations  must 
be  financed  without  the  very  substantial  aid  which  competitors 
derive  from  payments  received  as  soon  as  goods  can  be  packed 
and  delivered.  This  combination  of  factors  makes  it  inevitable 
that  the  cannery  must  either  discontinue  work  or  establish  its 
business  upon  a  basis  of  future  contracts  both  for  the  purchase 
of  raw  materials  and  for  the  sale  of  its  products. 

Another  factor  which  will  play  a  large  part  in  determining 
the  success  of  a  peach  cannery  is  the  extent  to  which  machines  are 
employed.     Modern   peach-canning   machinery   is  highly   efficient. 


42        TECHNICAL  BULLETIN    19  6,  U.  S.  DEPT.  OF  AGRICULTURE 

nearly  completely  automatic,  has  large  capacity,  and  lowers  the  cost 
of  production  to  a  point  that  can  not  be  reached  by  the  use  of 
hand  labor.  Present-day  competition  in  the  canning  industry  is 
exceedingly  keen,  and  only  such  producers  as  keep  their  manu- 
facturing costs  to  a  minimum  can  survive.  Consequently,  the  plant 
must  be  large  enough  at  the  outset  to  install  a  complete  equipment 
of  modern  machines,  or  suffer  the  handicap  of  high  production 
costs. 

An  abundant  supply  of  cheap  labor  is  an  advantage  if  it  is  em- 
'ployed  only  upon  such  work  as  pitting  and  filling  cans,  where  strict 
supervision  is  possible,  but  it  is  an  economic  mistake  to  use  it  where 
a  machine  can  replace  it.  Beginners  in  the  canning  industry, 
particularly  in  districts  having  plentiful  labor,  are  often  inclined 
to  begin  operations  with  a  minimum  of  equipment,  with  the  idea 
that  they  will  gradually  replace  hand  labor  as  the  business  grows. 
Such  ventures  very  generally  end  in  disappointment,  the  operators 
finding  that  their  production  costs  are  higher  than  those  of  their 
competitors,  so  that  they  must  choose  between  increasing  their 
investment  sufficiently  to  equip  the  plant  completely  with  modern 
machines  oir  going  out  of  business,  with  more  or  less  complete 
loss  of  the  investment  already  made.  It  is,  consequently,,  inviting 
disaster  to  attempt  an  experiment  which  the  experience  of  others 
has  shown  to  have  little,  if  any,  hope  of  success. 

Finally,  the  success  of  any  individual  canning  enterprise,  if  all 
other  conditions  are  as  favorable  as  those  enjoyed  by  its  competitors, 
will  depend  in  very  large  degree  upon  the  ability  of  its  operators  to 
sell  their  product  at  remunerative  prices  upon  a  strongly  competitive 
market.  The  difficulty  of  this  phase  of  the  undertaking  is  very 
greatly  underestimated  by  many  people  who  have  the  idea  that  if 
one  makes  a  meritorious  product  it  will  sell  itself.  This  is  far  from 
the  truth  in  so  far  as  the  canner's  sales  of  his  product  to  wholesalers 
and  distributors  are  concerned.  Any  new  canning  enterprise  needs 
to  devote  as  much  care  and  attention  to  assuring  itself  that  the  man 
selected  to  market  its  product  has  the  requisite  business  ability  as  in 
making  certain  that  its  cannery  foreman  is  competent.  Lack  of  wide 
acquaintance  with  wholesalers  and  distributors,  of  industry  and 
perseverance,  and  of  the  real,  indefinable  "  know  how  "  of  salesman- 
ship is  a  defect  which  may  lead  to  failure  of  the  business  despite  the 
fact  that  the  product  made  is  really  superior  to  that  offered  by 
competitors. 

In  a  word,  the  canning  of  any  commodity  is  a  highly  competitive 
business  in  which  the  margin  ot  profit  is  narrow  and  the  percentage 
of  failures  rather  high.  Success  demands  an  adequate  knowledge  of 
the  technology  of  canning  as  related  to  the  products  packed,  an 
efficient  plant  yielding  maximum  returns  for  the  permanent  invest- 
ment represented,  and  a  capable  management  with  an  adequate 
background  of  experience  in  the  marketing  of  canned  materials. 

DEVELOPMENT  OF  A  SOUTHEASTERN  PEACH-CANNING  INDUSTRY 

The  development  of  a  peach-canning  industry  of  any  considerable 
magnitude  based  upon  the  use  'of  the  varieties  at  present  most 
generally  grown  for  the  fresh-fruit  market  in  the  Southeastern 
States  will  be  attended  with  some  difficulties  which  should  not  be 


CANNING   QUALITY  OF    CERTAIN   EASTEKN   PEACHES  43 

underestimated.  It  must  be  remembered  that  peach  canning  origi- 
nally developed  in  Eastern  States,  employing  the  varieties  generally 
grown  at  the  time,  but  that  it  has  always  been  incidental  to  the 
growing  of  fruit  for  supplying  the  fresh-fruit  market.  The  selection 
of  varieties  has  been  made  with  this  as  the  primary  purpose  in  view. 
Little  attention  has  been  given,  in  the  Southeastern  States,  to  the 
development  of  varieties  of  peaches  possessing  the  firm  texture  of 
flesh  which  makes  the  fruit  especially  suitable  for  canner's  use.  The 
development  and  propagation  of  such  peaches  has  been  vigorously 
carried  on  elsewhere,  and  the  present  production  of  canned  product 
of  this  character  has  reached  such  proportions  as  to  make  its  profit- 
able disposal  in  years  of  exceptionally  heavy  crops  a  real  problem. 
Material  of  this  character  has  had  practically  undisputed  monopoly 
of  the  market  for  some  years,  and  existing  standards  for  canned 
peaches  are  based  upon  its  characteristic  qualities.  Consumers  who 
have  learned  to  accept  these  standards  are  not  likely  to  shift  at  once 
or  in  any  considerable  numbers  to  the  use  of  the  canned  product  made 
from  eastern  fresh-market  varieties,  by  reason  of  its  different  appear- 
ance, texture,  and  flavor.  Wholesalers  will  probably  be  unwilling  to 
undertake  the  distribution  of  the  new  product,  because  no  ready-made 
demand  exists,  and  few  if  any  of  them  are  willing  or  able  to  make 
the  heavy  investment  in  advertising  necessjiry  to  build  up  such  a 
demand. 

Consequently,  the  best  market  outlets  for  southeastern  canned 
peaches  are  to  be  found  in  the  cities  and  towns  of  the  peach-produc- 
ing States.  The  prevalence  of  home  canning  in  the  South  and  the 
extensive  use  of  the  peach  for  the  purpose  has  familiarized  a  large 
part  of  the  population  of  the  Southern  States  with  the  product.  To 
many  its  characteristic  flavor  and  dessert  quality  make  it  more  de- 
sirable than  peaches  of  the  firm-fleshed  types,  and  they  would  pur- 
chase it  in  preference  to  these  if  they  could  be  assured  of  dependable 
supplies  of  standardized  high-grade  material.  It  is  believed  that 
a  potential  market  demand  for  the  product  exists  in  the  Southern 
States  and  that  the  canner  should  seek  an  outlet  for  his  product 
in  this  territory. 

SUMMARY 

The  experimental  work  described  in  this  bulletin  has  been  con- 
cerned with  determining  the  suitability  for  canning  of  the  more 
important  commercial  eastern  varieties  of  peaches  ancl  of  the  condi- 
tions necessary  to  produce  therefrom  a  canned  product  of  acceptable 
appearance,  flavor,  and  dessert  quality.  As  the  chemical  and  physi- 
cal changes  occurring  in  the  course  of  the  ripening  process  have 
not  heretofore  been  thoroughly  studied  in  any  of  the  varieties  con- 
cerned, such  studies,  accompanied  by  the  making  of  experimental 
packs  by  standard  canning  methods,  were  continued  for  three  years. 
The  results  of  the  physical  and  chemical  studies  aid  greatly  in  the 
interpretation  of  the  results  of  the  practical  canning  tests,  since 
the  behavior  of  the  material  in  canning  is  very  definitely  correlated 
with  the  stage  of  maturity  attained. 

In  all  the  varieties  studied,  the  development  of  full  characteristic 
flavor  is  delayed  until  the  fruit  has  become  fully  ripe  and  rather 
soft.  This  increase  in  palatability  is  due  in  part  to  progressive  in- 
crease in  total  sugars  and  decrease  in  acidity  and  astringency,  in 


44         TECHIITICAL  BULLETIN"    19  6,  U.   S.   DEPT.   OF  AGEICULTURE 

part  to  progressive  formation  of  the  characteristic  flavoring  sub- 
stances, and  in  part  to  solution  of  the  middle  lamellae  of  the  cell 
walls,  permitting  better  contact  of  the  cell  contents  with  the  organs 
of  taste.  These  changes  continue  through  the  whole  period  of  ripen- 
ing and  as  long  as  the  fruit  remains  attached  to  the  tree  in  sound 
condition.  When  fruit  is  removed  from  the  tree  at  any  stage  of 
maturity  prior  to  the  full  soft-ripe  stage,  the  fruit  never  attains 
the  full  rich  flavor  characteristic  of  the  variety  when  ripened  on  the 
tree. 

In  order  to  produce  a  canned  product  having  an  attractive  appear- 
ance with  good  flavor  and  dessert  quality,  the  fruit  used  must  have 
developed  as  much  as  possible  of  the  characteristic  tree-ripe  flavor, 
but  must  be  firm  enough  to  withstand  preparation  and  processing 
without  breaking  down.  The  varieties  here  dealt  with  soften  so 
rapidly  in  ripening  that  any  individual  fruit  remains  in  ideal  con- 
dition for  canning  for  only  24  to  72  hours.  If  the  peach  is  canned 
prior  to  reaching  this  condition,  the  canned  product  will  be  hard, 
deficient  in  flavor,  and  more  or  less  unpalatable ;  if  it  is  canned  after 
passing  the  ideal  condition  it  will  be  unattractive  in  appearance  as 
a  result  of  disintegration  in  processing.  The  determination  of  the 
upper  and  lower  limits  of  the  ideal  canning  condition  and  of  means 
of  readily  recognizing  it  have  been  given  special  attention  in  this 
study. 

The  resistance  offered  by  the  unpeeled  flesh  to  perforation  by  a 
blunt  needle  0.032  of  an  inch  in  diameter  has  been  found  to  be  a 
dependable  measure  of  the  stage  of  maturity  of  the  peach.  The  rate 
at  which  softening  of  the  flesh  to  the  pressure  test  occurs  is  a  de- 
pendable index  of  the  rate  at  which  the  other  changes  constituting 
the  ripening  process  are  occurring.  Consequently,  the  pressure  test 
as  here  employed  is  one  very  satisfactory  guide  in  determining  the 
proper  stage  of  ripeness  for  canning. 

The  greatest  difficulty  encountered  in  canning  operations  is  in 
connection  with  the  lye-peeling  process.  In  order  to  be  lye  peeled, 
fruit  must  be  firm  or  disintegration  of  the  tissue  occurs,  with  re- 
sulting impairment  of  the  appearance  of  the  pack.  In  most  of  the 
varieties  here  tested  great  care  must  be  exercised  to  pick  the  fruit 
at  a  stage  of  maturity  in  which  color  and  flavor  are  sufficiently  de- 
veloped to  be  satisfactory  and  in  which  the  fruit  is  sufficiently  firm 
to  be  lye  peeled. 

The  varieties  here  studied  can  not  be  stored  at  ordinary  tempera- 
tures for  any  considerable  periods  without  undergoing  softening  to 
such  an  extent  as  to  make  impossible  the  packing  of  a  product  of 
satisfactory  appearance.  Consequently,  fruit  should  be  canned  on 
the  same  day  it  is  picked,  unless  cold  storage  is  available.  Fruit 
picked  at  proper  canning  stage  and  held  in  storage  at  32°  F.  for  15 
to  30  days  retains  its  firmness  and  can  be  made  into  a  pack  of  good 
appearance,  but  is  somewhat  deficient  in  flavor  as  compared  with 
fruit  canned  directly  from  the  tree. 

Of  the  varieties  employed  in  these  tests,  the  J.  H.  Hale  is  de- 
cidedly superior  to  the  others  as  material  for  canning  in  size,  shape, 
color  and  texture  of  flesh,  rate  of  softening  during  ripening,  and  re- 
tention of  form  during  processing.  Elberta  ranks  second,  being 
somewhat  less  satisfactory  in  most  of  these  respects.     Both  varieties 


CANNING   QUALITY   OF    CERTAIN   EASTERN   PEACHES  45 

are  somewhat  deficient  in  flavor.  Yellow  Hiley  made  a  product  of 
distinctive  flavor,  but  is  rather  too  irregular  in  shape  and  soft  in 
texture.  Arp  combines  small  size,  poor  flavor,  and  soft  texture  in 
flesh  and  has  no  possibilities  as  a  canning  peach.  Early  Rose  made 
a  product  of  good  dessert  quality  and  very  attractive  appearance,  but 
is  too  small.  Hiley  is  somewhat  deficient  in  flavor  and  is  small  in 
size  and  soft  in  texture.  Carman  was  least  satisfactory  of  all  the 
varieties  tested,  by  reason  of  its  habit  of  ripening  unevenly  on  the 
two  sides  and  the  excessive  softening,  which  results  in  disintegration 
during  canning.  Belle  was  generally  superior  to  the  other  white- 
fleshed  varieties  in  flavor,  but  its  tendency  to  soften  in  processing, 
although  not  greater  than  in  some  others,  makes  necessary  the  exer- 
cise of  considerable  care  in  packing  it. 

LITERATURE  CITED 

(1)  Appleman,  C.  O.,  and  Conrad,  C.  M. 

1926.    PECTIC    CONSTITUENTS     OF    PEACHES    AND    THEIR    RELATION     TO    THE 

SOFTENING  OF  THE  FRUIT.     Md.  Agr.  Expt.  Sta.  Bul.  283,  8  p. 

(2)  BiGELow,  W.  D.,  and  Gore,  H.  C. 

1905.  STUDIES  ON  PEACHES.  I.  COMPILED  ANALYSES  OF  PEACHES.  II. 
CHANGES  IN  CHEMICAL  COMPOSITION  OF  THE  PEACH  DURING  GROWTH 
AND     RIPENING.      IH.    EFFECT     OF     STORAGE     ON     THE     COMPOSITION 

OF   PEACHES.     U.    S.    Dept.   Agr.,    Bur.    Chem.    Bul.    97,    32   p. 

(3)  Bitting,  A.  W. 

1912.    THE  CANNING  OF  FOODS  ;    A  DESCRIPTION   OF  THE   METHODS  FOLLOWED 

IN  COMMERCIAL  CANNING.     U.   S.  Dcpt.  AgF.,  Bur.  Cliem.  Bul. 
151,  77  p. 


(4) 
(5) 


1915.    METHODS  FOLLOWED  IN   THE  COMMERCIAL  CANNING   OF  FOODS.      U.    S. 

Dept.  Agr.  Bul.  196,  79  p.,  illus. 


1915.  PRELIMINARY  BULLETIN  ON  CANNING.     Natl.  Cannei's'  Assoc.  Bul. 
4,  65  p. 

(6)  BrmNG,  K.  G. 

1917.  LYE  PEELING.    Natl.  Cannei's'  Assoc.  Bul.  10,  23  p.,  illus. 

(7)  Canning  Trade. 

[1914.]  A  COMPLETE  COURSE  IN  CANNING  ;  BEING  A  THOROUGH  EXPOSITION  OF 
THE  BEST,  PRACTICAL  METHODS  OF  HERMETICALLY  SEALING 
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3,  rev.,  254  p.,  illus.     [Baltimore.] 

(8)  CAERt,  M.   H. 

1922.   AN    INVESTIGATION    OF   THB   CHANGES    WHICH    OCCUR   IN    THE   PECTIC 

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(9) 


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[London]  39:  [811]-839,  illus. 

(10)  and  Haynes,  D. 

1922.    THE  ESTIMATION   OF  PECTIN   AS   CALCIUM  PBCTATB  AND  THE  APPLICA- 
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IN   APPLES.     Biochem.    Jour.   16:  [60]-69. 

(11)  Cooper,  M.  R.,  and  Park,  J.  W. 

1927.    THE  PEACH   SITUATION  IN  THE  SOUTHERN   STATES.      U.   S.  Dept.   Agr. 

Circ.  420,  24  p.,  illus. 

(12)  Cruess,  W.  V. 

1924.   COMMERCIAL  FRUIT  AND  VEGETABLE  PRODUCTS  ;   A   TEXTBOOK   FOR   STU- 
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York. 

(13)  CuLPEa>PER,  C.  W.,  and  Caldwell,  J.  S. 

1927.    THE   BEHAVIOR   OF    THE    ANTHOCYAN    PIGMENTS    IN    CANNING.      JoUr. 

Agr.  Research  35 :  107-132. 


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(14)  CiTLPEPPER,  C.  W.,  Caldwell,  J.  S.,  and  Wright,  R.  C. 

1928.   PBBSERVATION    OF    PEACHES    FOR    USE    IN    THE    MANUFACTURE    OF    ICE 

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(15)  and  Magoon,  C.  A. 

1924.    STUDIES   upon    THE  RELATIVE   MERITS   OF  SWEET  CORN    VARIETIES   FOR 
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(16)  Gore,  H.  C. 

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(17)  Gould,  H.  P.,  and  Fletcher,  W.  F. 

1910.  CANNING  PEACHES  ON  THE  FARM.  U.  S.  Dcpt.  AgT.  Farmers'  Bul. 
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(18)  Hedrick,  U.  p. 

1917.  THE  PEACHES  OF  NEW  Y^ORK.     541  p.,  illus.     Albany,  N.  y.   (N.  Y. 

State  Agr.  Expt.  Sta.  Rpt.  1916,  pt.  2.) 

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(21)  Newman,  C.  C,  and  Freeman,  B. 

1918.  A  chemical  process  OF  PEELING  PEACHES.     S.  C  Agr.  Expt.  Sta. 

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(22)  Powell,  O. 

1917.  successful  canning  and  preserving;  practical  hand  book  for 
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(23)  Power,  F.  B.,  and  Chesnut,  V.  K. 

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(24)  Rabak,  F. 

1908.  peach,  apricot,  and  prune  kernels  as  by-products  of  the  fruit 
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(25)  United  States  Department  of  Agriculture. 

1926-1930.  agricultural  statistics,  statistics  of  fruits  and  vege> 
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''916.  the  canning  of  fruits  and  vegetables  based  on  the  methods 

in     use    in     CALIFORNIA,     W^ITH     NOTES     ON     THE     CONTROL    OF     THE 

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ORGANIZATION  OF  THE  UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WHEN  THIS  PUBLICATION  WAS  LAST  PRINTED 


Secretary  of  Agriculture Arthur  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  W(X)ds. 

Director  of  Regulatory  Worh Walter  G.  Campbeix. 

Director  of  Extension  Work C.  W.  Warburton. 

Director  of  Personnel  and  Business  Adnrnv-  W.  W.  Stockberger. 
tration. 

Director  of  Information M.  S.  Eisenhower. 

Solicitor E.  L.  Marshall. 

Weather  Bureau Charles  F.  Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dairy  Industry O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  PuMic  Roads Thomas  H.  MacDonald,  Chief. 

Bureani  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief. 

Plant  Quarantine  and  Control  Administration-  Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Food  and  Drug  Administration ,  Walter  G.  Campbell,  Dfrecf or  o/ 

Regulatory  Work,  in  Charge. 

0-ffice  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Clakebel  R.  Barnett,  Librarian. 


This  bulletin  is  a  contribution  from 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Office  of  Horticultural  Crops  and  Diseases-  E.  C.  Auchter,   Principal  Horti» 

culturist,  in  Charge. 

47 


O.  S.  SOVERNMENT  PRINTING  OFFICE:  1930 


Technical  Bulletin  No.  195  v^'T^^V^Sffiy-^f'®*'  J"'-'"  '930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


CONTROL  OF  THE  MOUNTAIN  PINE 

BEETLE^  IN  LODGEPOLE  PINE 

BY  THE  USE  OF  SOLAR  HEAT 

By  J.  E.  Patterson 
Assistant  Entomologist,  Division  of  Forest  Injects,  Bureau  of  Entomology 


CONTENTS 


Page 

Introduction 1 

Previous    investigations 2 

The  method 4 

How  the  insects  are  killed 4 

Technic   of  application 4 

Experimental    procedure 5 

Experimental  data 5 

Discussion  of  the  data 11 


Page 
Practical   application   in   the   Crater 

Lake  Park  project 16 

Physical  conditions  on  the  proj- 
ect  area 16 

Application  of  the  method 16 

Comparison   of  the   solar-heat  treat- 

m*ent  with   the   burning  method- _  18 

Summary 19 


INTRODUCTION 

The  artificial'  control  of  bark  beetles  has  received  the  consideration 
of  foresters  for  the  last  quarter  century.  During  this  period  a 
number  of  methods  designed  to  effect  control  of  these  beetles  have 
been  advocated,  but  only  a  few  of  these  have  prov^ed  efficient  in  actual 
practice. 

Entomologists  directly  concerned  with  developing  this  phase  of 
forestry  were  not  slow  to  avail  themselves  of  suggestions  and  discov- 
eries along  this  line.  Early  in  the  history  of  forest  entomology  in 
North  America,  A.  D.  Hopkins  ^  recommended  the  employment  of 
methods  designed  to  kill  the  broods  in  the  trees  where  they  were 
developing.  At  the  same  time  he  formulated  principles  of  artificial 
control  which  became  a  basis  for  experimentation  that  has  resulted 
in  the  most  efficient  methods  practiced  to-day. 

Since  that  time  such  progress  has  been  made  in  the  development 
of  control  methods  that  now  certain  of  these  may  be  confidently 
relied  upon  to  reduce  infestations.  However,  no  one  method  has, 
without  modifications,  proved  entirely  satisfactory  as  a  cure-all  in 
combating  epidemics  of  the  various  species  of  bark  beetles  or  even 
of  controlling  epidemics  of  a  given  species  in  different  host  trees. 
For  this  reason  it  has  always  been  necessary  to  modify  even  the 

1  Dendroctonus  monticolae  Hopk. 

2  Hopkins,  A,  D.  barkbeetles  of  the  genus  dendroctonus.  U.  S.  Dept.  Agr.,  Bur. 
Ent.  Bui.  83   (pt.  I),  169  pp.,  illus.     1909. 

J 

112608—30 1 


2  TECHNICAL  BULLETIN    19  5,   U.   S.   DEPT.   OF  AGRICULTURE 

most  reliable  of  known  methods  to  fit  individual  conditions.  This 
need  of  adaptation  is  emphasized  in  the  artificial  control  of  the 
mountain  pine  beetle,  Dendroctonus  inonticolae  Hopk.,  since  this 
beetle  attacks  a  number  of  different  species  of  pine.  For  instance, 
two  methods  have  been  successfully  used  in  controlling  infestations 
of  the  mountain  pine  beetle  in  yellow  pine  and  sugar  pine.  One 
method  consists  of  felling  the  attacked  tree  and  burning  the  bark 
of  the  infested  part  of  the  log;  the  other  consists  of  removing  the 
bark  from  the  felled  tree,  thus  exposing  the  broods  of  beetles,  which 
results  in  their  death. 

Both  of  these  methods  have  been  practiced  to  some  extent  in  the 
control  of  infestations  of  the  mountain  pine  beetle  in  lodgepole  pine. 
In  such  infestations,  however,  neither  of  them  is  entirely  satisfactory. 
Owing  to  the  denseness  of  the  stands  of  lodgepole  pine,  there  is 
much  scorching  of  adjacent  green  trees  when  burning  is  resorted 
to,  unless  the  logs  are  hauled,  before  burning,  to  openings  in  the 
forest.  This  precaution  increases  the  cost  of  control,  which  makes 
this  method  less  desirable  for  extensive  use.  The  .peeling  method  has 
been  used  only  in  a  limited  way  in  infestations  of  lodgepole  pine 
because  of  the  difficulty  encountered  in  removing  the  bark  from 
these  trees.  These  difficulties  were  encountered  in  all  attempts  to 
apply  the  burning  or  peeling  methods  to  the  treatment  of  broods 
of  the  mountain  pme  beetle  in  lodgepole  pine  and  led  to  the  develop- 
ment of  the  solar-heat  treatment  and  its  application  for  the  control 
of  these  infestations. 

The  purpose  of  this  bulletin  is  to  describe  the  development  of 
the  solar-heat  method  of  control,  to  record  the  salient  details  of  the 
experimental  field  work,  and  to  discuss  the  practical  application  of 
the  method  on  the  Crater  Lake  Park  control  project. 

PREVIOUS  INVESTIGATIONS 

The  principle  of  the  solar-heat  method  of  bark-beetle  control  has 
been  known  for  a  number  of  years.  F.  C.  Craighead  published  the 
first  account  of  the  method  as  a  control  factor.^  His  first  observa- 
tions were  made  in  1917,  w  hen  the  death  of  broods  of  Cyllene  caryae 
Gahan  in  hickory  logs  was  accounted  for  by  the  sun's  heat.  In  1918, 
in  Virginia,  he  experimented  with  various  species  of  scolytid  beetles 
in  pine  and  found  them  to  be  easily  killed  by  the  heat.  Subsequent 
observations  confirmed  the  results  of  these  first  experiments  and  led 
to  further  investigations  into  the  possibility  of  utilizing  direct  sun- 
light as  a  control  agencj;. 

Craighead's  first  experiments  in  1918  in  Virginia  were  followed  by 
others  in  the  West.  In  the  summer  of  1920  detailed  experiments  were 
carried  out  at  North  Fork,  Calif.,  by  J.  M.  Miller,  and  at  Ashland, 
Oreg.,  by  J.  E.  Patterson. 

The  method  developed  by  these  experiments  was  first  used  as  an 
auxiliary  measure  in  control  operations  against  Dendroctonus  hrevi- 
comds  Lee.  in  western  yellow^  pine.  At  North  Fork,  in  central 
Calitornia,  in  1920  and  1921,  and  on  the  Antelope  project  in  northern 
California,  in  1921,  it  was  used  during  the  summer  periods,  when  fire 
hazard  was  great,  instead  of  the  burning  method  usually  practiced. 

»  Craighead,  F.  C.  direct  sunlight  as  a  factor  ix  forest  insect  control.  Ent. 
Soc.   Wash.   Proc.  22  :  106-108.     1920. 


CONTROL  OF  MOUNTAIN  PINE  BEETLE  BY  USE  OF  SOLAR  HEAT  6 

It  was  first  used  as  a  major  method  of  control  on  the  Crater  Lake 
Park  project  in  combating  an  epidemic  infestation  of  the  mountain 
pine  beetle,  D.  monti€ol<ie^  in  lodgepole  pine.     In  addition  to  being, 
the  first  large-scale  application  of  the  method,  this  was  the  first  time 
it  was  employed  in  the  control  of  infestations  in  lodgepole  pine. 

The  method  has,  however,  been  tested,  with  varying  degrees  of 
success,  in  other  localities  in  the  treatment  of  other  pines  infested 
with  different  species  of  bark  beetles. 

The  method,  with  modifications,  was  tried  in  the  Kaibab  Forest,  in 
Arizona,  by  F.  P.  Keen,  who  was  in  charge  of  control  work  on  this 
project  in  1924  and  1'925.  The  beetle  involved  was  D.  ponderosae 
Hopk.,  and  the  tree  infested  was  yellow  pine.  Firms  ponder osa. 
Altogether  602  infested  trees  were  treated  in  these  tests.  The  appli- 
cation of  the  method  w^as  varied  in  order  to  secure  results  on  different 
ways  of  exposure.  The  general  results  were  unsatisfactory,  since  only 
partial  brood  mortality  resulted  from  even  the  best  exposures  ob- 
tained. It  appears  from  this  experiment  that  the  method  is  not 
effective  in  the  treatment  of  trees  with  thick  bark. 

Another  test  of  the  method  was  carried  out  in  the  Bitterroot 
Forest,  Mont.,  during  June  and  July,  1926  and  1927.  This  experi- 
ment, under  the  supervision  of  J.  C.  Evenden,  was  conducted  in 
lodgepole  pine  stands  infested  with  the  mountain  pine  beetle, 
D.  monticolae.  About  200  infested  trees  were  used  in  the  tests,  and 
they  were  felled  on  as  many  different  sites  and  exposures  as  the 
experimental  area  afforded.  Subcortical  and  air  temperatures  were 
taken  daily.  Tests  were  made  on  trees  cut  the  preceding  fall,  as 
well  as  upon  those  felled  during  the  spring  months.  It  was  found 
that  air  temperatures  of  87°  F.  or  higher  were  essential  to  obtain 
killing  temperatures  under  the  bark  of  logs  exposed  in  direct  sun- 
light. In  these  tests  killing  temperatures  were  registered  only  four 
times  during  the  control  period.  .  Chiefly  because  of  this  failure  to 
attain  killing  temperatures,  the  solar-heat  method  was  not  efficient 
for  practical  control  purposes  in  this  latitude.  Other  adverse  factors 
were  the  slope  of  the  site,  which  affected  the  incidence  of  the  sun's 
rays,  particularly  on  north  exposures;  and  shade,  due  to  the  density 
of  the  timber  stands. 

Still  another  test  of  the  solar-heat  method  was  made  under  condi- 
tions varying  greatly  from  those  of  the  preceding  examples.  This 
experiment  was  made  in  the  Prescott  National  Forest,  Ariz.,  in  May, 
June,  and  July,  1928,  by  John  C.  McNelty.  The  trees  used  were 
Firms  pcmderosa,  infested  with  mixed  broods  of  Ips  ponderosae  Sw., 
/.  lecontei  Sw.,  and  /.  integer  Eich.  The  trees  were  not  infested 
when  felled  but  were  subsequently  attacked  by  all  three  species. 
Temperature  did  not  greatly  affect  their  attack  of  these  logs.  On 
logs  in  direct  sunlight  the  attack  was  made  on  the  undersides  first, 
though  later  it  was  extended  to  all  surfaces.  Kelatively  high  daily 
air  temperatures  were  recorded,  the  range  being  between  80°  and  90° 
F.  Bark  temperatures  as  high  as  118°  were  registered,  the  average 
maximum  being  about  112°.  Mortality  of  the  broods  varied  with 
the  size  of  log  and  thickness  of  bark.  On  thin-barked  logs  up  to 
10  inches  in  diameter,  50  per  cent  of  the  insects  were  killed  under  a 
strip  4  inches  wide  on  the  tops  of  the  logs.  No  mortality  resulted 
from  the  exposure  of  thick-barked  logs  about  10  inches  in  diameter. 


4  TECHNICAL  BULLETIlT    19  5,   U.  S.  DEPT.   OF  AGRICULTURE 

The  conclusions  reached  by  McNelty  are :  "  The  maximum  kill  from 
sun  curing  by  turning  the  logs  would  be  50  per  cent  on  material 
•  under  8  inches  in  diameter  and  20  to  30  per  cent  on  logs  up  to  10 
inches  in  diameter." 

The  results  of  this  experiment  are  consistent  with  those  obtained 
by  the  writer  with  the  solar-heat  method  in  the  Crater  Lake  Park. 
Broods  of  Ips  infesting  the  same  trees  infested  with  the  mountain  pine 
beetle  survived  the  heat  treatment  when  the  latter  species  were  killed 
with  short  exposures. 

THE  METHOD 

HOW   THE   INSECTS   ARE    KILLED 

The  principle  underlying  the  solar-heat  method  is  extremely 
simple  and  well  known,  namely,  that  certain  high  temperatures  are 
fatal  to  living  organisms.  Primarily  the  method  consists  of  utiliz- 
ing the  sun's  rays  to  attain  such  temperatures  as  are  fatal  to  the 
broods  of  the  beetle  in  or  under  the  bark  of  infested  logs.  It  has 
been  found  that  bark  temperatures  above  110°  F.  are  necessary 
to  cause  death.  The  moisture  content  of  the  inner  bark  seems  to 
be  important  only  as  a  factor  slightly  conditioning  the  temperatures 
in  the  bark.  Beetle  broods  respond  to  this  treatment  only  in  thin- 
barked  trees.  Lodgepole  pine  and  western  white  pine  are  examples 
of  this  type.  Experiments  have  shown  that  the  method  is  not  appli- 
cable to  trees  that  have  thick  bark,  such  as  yellow  pine  and  sugar 
pine,  since  the  thickness  of  the  bark  of  these  trees  acts  as  an  insulator 
preventing  the  surface  heat  from  reaching  the  beetle  broods,  which 
are  either  inside  or  under  the  bark. 

TECHNIC   OF   APPLICATION 

Since  the  death  of  the  insects  is  contingent  upon  high  bark  tem- 
peratures, it  is  necessary  to  expose  the  infested  logs  in  such  a  way 
that  the  desired  temperatures  will  be  attained.  During  the  experi- 
mental application  of  this  method  in  the  Crater  Lake  Park  control 
work,  and  in  the  tests  made  since,  various  ways  of  preparing  and 
exposing  the  logs  were  tried,  and  a  technic  of  handling  that  gave 
uniform  and  successful  results  was  developed. 

The  infested  trees  are  felled  so  that  their  trunks  lie  in  a  north- 
and-south  direction.  It  is  necessary  to  have  the  logs  in  this  position 
in  order  to  expose  their  tops  and  both  sides  to  direct  sunlight  during 
the  course  of  the  day.  After  they  have  been  felled,  the  limbs  along 
the  infested  length  are  removed,  in  order  to  expose  fully  the  infested 
bark,  and  the  uninfested  tops  are  cut  off.  After  this  treatment  the 
logs  are  left  exposed  to  the  sun  for  a  period  of  from  two  to  five  days. 
They  are  then  turned  over  in  order  to  expose  the  opposite  side.  In 
the  case  of  the  larger  trees  (above  20  inches  in  diameter)  or  trees 
felled  in  low  brush,  on  uneven  ground,  or  in  situations  where  it  is 
impossible  to  place  them  in  a  north-and-south  direction,  it  is  some- 
times necessary,  in  order  that  the  sun's  rays  may  reach  all  the  bark 
surface,  to  turn  the  logs  twice,  one-third  round,  or  about  120°, 
each  time.  Intervals  of  at  least  two  days  of  sunshine  must  elapse 
between  turnings  in  order  to  obtain  satisfactory  results.  It  is  neces- 
sary, of  course,  to  so  place  the  logs  that  unobstructed  sunlight  will 
reach  them. 


CONTROL  OF  MOUNTAIN  PINE  BEETLE  BY  USE  OF  SOLAR  HEAT  5 

EXPERIMENTAL  PROCEDURE 

The  studies  reported  in  this  bulletin  were  conducted  in  areas 
infested  by  the  mountain  pine  beetle  in  the  Crater  Lake  National 
Park,  Oreg.,  during  the  spring  and  summer  seasons  of  1925,  1926, 
and  1927.  They  were  carried  out  during  the  time  that  control 
operations  against  this  beetle  were  in  progress.  Since  several  thou- 
sand infested  lodgepole  pines  were  treated  by  the  solar-heat  method 
during  this  time,  the  amount  of  material  available  was  more  than 
sufficient  to  determine  the  accuracy  of  the  experimental  data. 

The  primary  objects  of  these  studies  were  (1)  to  determine  the 
minimum  bark  temperatures  required  to  kill  the  broods  of  the  beetle, 
and  (2)  to  develop  a  practical  and  efficient  way  of  handling  the 
infested  material.  The  following  were  the  principal  points  about 
which  the  investigation  centered:  (1)  The  difference,  in  degrees, 
between  effective  bark  temperature  and  the  temperature  of  the  sur- 
rounding air;  (2)  the  length  of  exposure  at  different  bark  tempera- 
tures necessary  to  cause  death;  (3)  the  period  of  the  day  when 
killing  temperatures  occur ;  (4)  the  relation  of  killing  temperatures 
to  humidity;  (5)  the  surface  of  the  log,  expressed  in  degrees  of  arc, 
attaining  killing  temperature  with  exposures  for  various  periods; 
(6)  the  best  position  of  the  log  relative  to  the  angle  of  the  sun's 
rays;  and  (7)  the  season  of  the  year  during  which  the  method  is 
effective. 

Chemical  thermometers  were  used  to  obtain  the  temperature  data. 
This  type  was  found  most  satisfactory,  as  the  bulb  was  easily  inserted 
between  the  bark  and  the  wood  and  there  was  no  metal  to  affect 
the  temperature  readings.  In  each  test  three  or  more  thermometers 
were  used.  Two  were  inserted  under  the  bark  on  the  top  or  sides 
of  the  log  in  such  positions  that  one  registered  the  inner-bark  tem- 
peratures in  the  part  exposed  to  direct  sunlight  and  the  other  gave 
the  temperatures  in  the  shaded  part  of  the  log.  Another  ther- 
mometer of  the  same  type  was  hung  at  breast  height  on  the  north  side 
of  a  near-by  standing  tree  to  register  the  air  temperature.  A  thermo- 
graph was  used  in  some  of  the  tests  made  in  1927  to  record  the  air 
temperatures,  although  most  of  the  data  are  plotted  from  readings 
of  the  chemical  thermometers. 

The  data  on  the  other  points  investigated  were  obtained  by  ex- 
posing the  logs  in  different  positions  throughout  the  field  seasons 
and  by  variations  in  the  length  of  exposures. 

EXPERIMENTAL  DATA 

The  bark  temperatures  and  concurrent  air  temperatures  recorded  in 
the  separate  tests  of  the  experiments  are  shown  in  Tables  1  to  6  and  in 
Figures  1  to  6,  the  tables  giving  the  data  in  tabulated  form,  and  the 
figures  presenting  the  same  data  graphically. 


6 


TECHNICAL  BULLETIN    19  5,   U.   S.   DEPT.   OF   AGRICULTURE 


Table  1. — Hourly  temperatures  recorded  under  the  hark  of  a  log  felled  and 
lying  in  a  north-and-south  direction,  September  W,  1926 

[Elevation  6,100  feet.    See  flg.  1] 


Hour 

Air 
tem- 
pera- 
ture in 
shade 

Temperature  under  bark 
of  log- 

Hour 

Air 
tem- 
pera- 
ture in 
shade 

Temperature  under  bark 
of  log- 

On  east 
side 

On  top 

On  west 
side 

On  east 
side 

On  top 

On  west 
side 

8  a.  m 

62 
76 
80 
80 
80 

"F. 
74 
92 
110 
126 
120 

op 

70 
86 
102 
120 
132 

°F. 
64 
72 

78 
82 
84 

1  p.  m 

op 

84 
85 
80 
78 
72 

op 

104 

94 
90 
86 
80 

op 

138 
136 
120 
96 
92 

op 

90 

9  a.  m 

2  p.  m 

112 

10  a.  m 

3  p.  m 

128 

11  a.  m 

4  p.  m      .  ,. 

120 

12  m 

5  p.  m    -  . 

102 

Table  2. — Hourly  temperatures  recorded  under  the  ha/rk  of  a  log  felled  and 
lying  in  a  north-and-south  direction,  July  10,  1927 

[Elevation  5,500  feet.    See  flg.  2] 


Hour 

Air  tem- 
perature 
in  shade 

Temperature  under 
bark  on  top  of  log- 

Hour 

Air  tem- 
perature 
in  shade 

Temperature  imder 
bark  on  top  of  log- 

in sun 

In  shade 

in  sun 

In  shade 

8  a.  m 

"F. 
60 

78 
80 
81 
.83 

72 
84 
100 
122 
134 

°F. 
62 
76 

78 
82 
84 

1  p.  m 

op 

89 

86 
83 
81 

78 

-F. 
140 
136 
118 
98 
96 

°F. 
90 

9  a.  m 

2  p.  m  - 

90 

10  a.  m 

3  p.  m 

88 

11  a.  m 

4  p.  m 

80 

12  m 

5  p.  m 

76 

Table  3. — Hourly  temperatures  recorded  under  the  hark  of  a  log  felled  and 
lying  in  a  north-and-south  direction  and  percentage  of  hrood  killed  hy  certain 
critical  temperatures,  June  15,  1927 

[Elevation  6,000  feet.    See  fig.  3] 


Hour 

Air 
tem- 
pera- 
ture in 
shade 

Temperature 

under  bark  on 

top  of  log- 

Brood 
killed 

Hour 

Air 
tem- 
pera- 
ture in 
shade 

Temperature 

under  bark  on 

top  of  log- 

Brood 
killed 

in  sun 

In  shade 

in  sun 

In  shade 

8  a.  m 

op 

58 
63 
68 
74 
80 

op 

60 

72 

79 

104 

110 

°F. 
58 
61 
65 
69 
76 

Per  cent 
0 
0 
0 
0 
6 
1 

1  p.  m 

°F. 
85 
85 
64 
61 
59 

op 

114 
122 
112 
90 
72 

°F. 
80 
86 
69 
66 
63 

Per  cent 
28 

9  a.  m  . 

2  p.  m 

100 

10  a.  m 

3  p.  m 

11a.  m 

4  p.  m 

12  m 

5  p.  m 

CONTROL  OF  MOUNTAIN  PINE  BEETLE  BY  USE  OF  SOLAR  HEAT 


Table  4. — Hourly  temperatures  recorded  under  the  hark  of  a  log  felled  and 
lying  in  a  north-and-south  direction,  intermittent  clouds  partially  ohscuring 
sun,  June  20,  1927 

[Elevation  6,000  feet.    See  fig.  4] 


Hour 

Air  tem- 
perature 
in  shade 

Temperature  under 
bark  on  top  of  log- 

Hour 

Air  tem- 
perature 
in  shade 

Temperature  under 
bark  on  top  of  log- 

in sun 

In  shade 

in  sun 

In  shade 

8  a.  m 

60 
76 
79 
84 
78 

°F. 

70 

82 

98 

118 

113 

60 
76 

78 
92 
88 

1  p.  m 

°F. 
80 
88 
76 

?? 

Ill 
134 
110 
115 
94 

°F. 

88 

9  a.  m 

2  p.  m 

96 

10  a.  m 

3  p.  m 

87 

11  a.  m 

87 

12m 

5  p.  m 

84 

Table  5. — Hourly  temperatures  recorded  on  swface  of  hark  and  under  hark 
on  top  of  log  felled  and  lying  in  a  north-and-south  direction,  June  21,  1927 

.[Elevation  6,100  feet.     See  fig.  5] 


Hour 

Air  tem- 
perature 
in  shade 

Bark  temperatures 
in  sun — 

Hour 

Air  tem- 
perature 
in  shade 

Bark  temperatures 
in  sun- 

On  sur- 
face 

Under 
bark 

On  sur- 
face 

Under 
bark 

8  a.  m 

op 
60 
76 
80 
86 
90 

78 
84 
120 
128 
134 

cp 

70 
82 
96 
120 
123 

1  p.  m 

cp 

86 
92 

84 
80 

78 

op 

130 
140 
126 
108 
90 

op 
121 

9  a.  m 

2  p.  m 

136 

10  a.  m 

3  p.  ra 

118 

11a.  m 

4  p.  m 

115 

12  m 

5  p.  m 

94 

Table  6. — Hourly  temperatures  recorded  under  the  hark  of  a  felled  log  lying 
north  and  south  and  of  a  near-hy  standing  infested  tree,  June  14,  1927 

[Elevation  6,000  feet.     See  fig.  6] 


Air 
tem- 
pera- 
ture 

in 
shade 

Tem- 
pera- 
ture 
under 
bark 
on  top 

of 
pros- 
trate 

log 

Temperatures  under 
bark    of   standing 
tree  on- 

Hour 

• 

Air 
tem- 
pera- 
ture 

in 
shade 

Tem- 
pera- 
ture 
imder 
bark 
on  top 

of 
pros- 
trate 

log 

Temperatures  under 
bark    of   standing 
tree  on- 

Hour 

South 
side  of 
stump 

South 
side  of 
trunk 

North 
side  of 
trunk 

South 
side  of 
stump 

South 
side  of 
trunk 

North 
side  of 
trunk 

8  a.  m 

9  a.  m 

10  a.  m 

11  a.  m 

12  m 

op 

58 
63 
68 
69 
76 

op 

60 
72 
79 
104 
110 

op 

53 
55 
58 
68 
74 

op 

62 
64 
67 
73 

78 

50 
52 
56 
60 
60 

1  p.  m 

2  p.  m 

3  p.  m 

4  p.  m 

5  p.  m. 

"F. 
78 
75 
70 
67 
56 

op 

114 
123 
112 
90 
72 

op 

75 
72 
67 
62 
58 

"F. 
79 
76 
74 
73 
65 

op 

61 
60 
57 
55 
55 

8  TECHNICAL  BULLETIN    19  5,   U.   S.   DEPT.   OF   AGRICULTURE 

f40 


2PM. 


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FiGUKB  1. — Curves  showing  air  temperatures  in  shade  and  concurrent  temperatures 
recorded  under  the  bark  on  the  top  and  the  east  and  west  sides  of  a  log  felled 
and  lying  in  a  north-and-south  direction,  September  10,  1926.  Elevation  6.100 
feet 


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Figure  2. — Curves  showing  air  temperatures  in  shade  and  concurrent  tem'peratures 
recorded  under  bark  in  shade  and  under  bark  in  direct  sunlight  on  top  of  a  log 
felled  and  lying  in  a  north-and-south  direction,  Julv  10,  1927.  Elevation  5,500 
feet 


CONTKOL  OF  MOUNTAIN  PINE  BEETLE  BY  USE  OF  SOLAR  HEAT 
/30 


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3PM. 


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Figure  3. — Curves  showinir  air  temperatures  in  shade  and  concurrent  temperatures 
recorded  under  bark  on  top  of  a  log,  both  in  shade  and  in  direct  sunlight,  and 
percentage  of  brood  of  the  mountain  pine  beetle  killed  in  the  portion  exposed  to  the 
sun  by  certain  critical  temperatures,  June  15,  1927.     Elevation  6,000  feet 


/30 


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Figure  4. — Curves  showing  air  temperatures  in  shade  and  concurrent  temperatures 
recorded  under  bark  on  top  of  a  log,  both  in  shade  and  In  intermittent  sunlight. 
June  20,  1927.     Elevation  6,000  feet 

112608—30 2 


10        TECHNICAL  BULLETIN    19  5,    U.   S.   DEPT.    OF   AGRICULTURE 


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OF  BARK  IN  SUN 
AIR  TEMPERATURE 

1 

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1 

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3PM. 


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Figure  5. — Curves  showing  air  temperatures  in  sliade  and  concurrent  temperatures 
recorded  on  the  surface  of  bark  and  under  the  bark  on  the  top  of  a  log  felled  and 
lying  in  a  north-and-south  direction  in  direct  sunlight,  June  21,  1927.  Elevation 
6,100  feet 


SA.M. 


/OA.M.      //A/i. 


/2M. 


/PM. 


2PM. 


3PM. 


-fPM. 


S/>M. 


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Figure  6. — Curves  showing  air  temperatures  in  shade  and  concurrent  temperatures 
under  the  bark  on  the  top  of  a  felled  log  lying  north  and  south,  on  the  south  and 
on  the  north  sides  of  an  infested  standing  tree,  and  on  the  south  side  of  an  infested 
stump,  June  14,  1927.     Elevation  6,000  feet 


CONTEOL  OF  MOUNTAIN"  PINE  BEETLE  BY  USE  OF  SOLAR  HEAT       H 

DISCUSSION  OF  THE  DATA 

The  results  obtained  in  these  experiments  show  that  a  bark  temper- 
ature of  120°  F.  is  fatal  to  broods  of  the  mountain  pine  beetle  with 
a   minimum   exposure   of   20   minutes.     (Figs.   7   and   8.)     Longer 


•^"^Wfefefc 


^^^      # 


-m4^,:^:  "*-^^^^* 


Figure  7. — Brood  of  the  mountain  pine  beetle  which  had  been  protected  from  the  sun's 
rays  by  a  covering  of  brush  placed  over  the  log  at  this  point ;  the  larvae  and  pupae 
in  this  part  were  uninjured 

exposure  at  lower  temperatures  will  also  cause  death,  though  the 
broods  of  the  beetle  will  safely  endure  bark  temperatures  of  less 
than  100°.  The  range  of  critical  temperatures  is  between  110°  and 
120°.  Bark  temperatures  at  any  point  in  this  range  resulted  in 
death  after  an  exposure  of  sufficient  length.     Approximately  5  to  6 


12         TECHXICAL  BULLETIN    19  5,   U.   S.   DEPT.   OF   AGRICULTURE 

per  cent  of  the  brood  was  killed  at  110°  with  short  exposures,  and 
mortality  increased  as  the  temperature  rose  above  this  point,  reaching 
the  maximum  at  120°,  which  was  found  to  be  100  per  cent  fatal. 
(Fig.  3.) 


FIGURE'S. — Brood  of  the  mountain  pine  beetle  under  a  section  of  the  bark  which  had 
been  exposed  to  the  direct  rays  of  the  sun  for  one  day.  The  maximum  temperature 
registered  under  the  bark  of  this  section  was  126°  F,  The  larvae  and  pupae  show  as 
shrunken  bodies  in  the  pupal  cells 

Bark  temperatures  of  logs  exposed  to  sunlight  were  from  30°  to 
50°  higher  than  the  surrounding  air  temperatures,  the  main  differ- 
ence being  about  40°.  Bark  temperatures  as  high  as  140°  F.  were 
registered  when  the  air  temperature  was  89°,  a  difference  of  51°. 
With  an  air  temperature  of  80°  the  concurrent  temperature  in  the 


CONTROL  OF  MOUNTAIN  PINE  BEETLE  BY  USE  OF  SOLAR  HEAT       13 

inner  bark  on  prostrate  logs  in  direct  sunlight  was  often  120°  or 
higher.  Temperatures  of  the  inner  bark  in  shaded  positions  did  not 
vary  greatly  from  the  air  temperatures  and  were  not  fatal  to  the 
broods. 

There  is  a  greater  correlation  between  the  angle  of  incidence^  of 
the  sun's  rays  and  bark  temperatures  than  between  air  temperatures 
and  bark  temperatures.  Thus  it  will  be  seen  that  the  data  in  Table  1 
and  Figure  1  show  a  higher  relative  bark  temperature  on  the  east 
side  of  an  exposed  log  than  on  its  top  or  west  side  during  the  hours 
from  8  a.  m.  to  11  a.  m.,  and,  conversely,  higher  bark  temperatures 
are  recorded  on  the  top  and  west  side  of  a  log  during  the  hours  from 
11  a.  m.  to  2  p.  m.,  and  from  2  p.  m.  to  5  p.  m.,  respectively;  wjiile 
at  any  given  time  during  the  daily  period  of  exposure  the  concurrent 
air  temperature  is  the  same  near  all  surfaces  of  the  log.  Air  temper- 
ature, however,  is  perhaps  a  better  criterion  for  presupposing  lethal 
bark  temperatures,  since  it  can  be  ascertained  by  simple  tests,  and  it 
is  therefore  more  convenient  in  practical  application.  Air  temper- 
atures of  80°  to  85°  F.  and  above  insure  lethal  temperatures  in  bark 
exposed  to  the  sun's  rays. 

The  length  of  exposure  necessary  to  kill  the  broods  in  the  upper 
ranges  of  bark  temperatures  is  surprisingly  short.  The  minimum  du- 
ration of  exposure  required  to  effect  mortality  at  120°  or  higher  was 
from  20  to  30  minutes.  Longer  exposure  was  necessary  at  lower  tem- 
peratures, two  to  three  hours  being  required  with  a  bark  temperature 
of  110°.  Anesthesia  set  in  at  110°  and  this  condition  resulted  in 
death  when  prolonged. 

The  bark  of  the  trees  on  which  the  tests  were  made  varied  in  thick- 
ness with  the  size  of  the  trunk.  At  the  base  the  thickness  ranged 
from  one-fourth  to  three-fourths  of  an  inch,  with  an  average  of  one- 
half  inch.  Thirty  feet  from  the  ground  the  range  was  from  one- 
eighth  to  three-fourths,  with  an  average  of  three-eighths  inch.  At 
the  top,  where  the  top  was  reduced  to  about  4  inches  in  diameter, 
the  bark  averaged  one-sixteenth  of  an  inch  thick. 

Broods  of  D.  monticolae  under  white  pine  bark  up  to  1%  inches 
thick  die  with  an  exposure  of  six  hours  at  the  critical  temperature. 

The  susceptibility  of  the  various  developmental  stages  of  the  insect 
was  practically  the  same.  The  old  adults  and  new  adults  succumbed 
first,  followed  in  order  by  the  pupae  and  larvae.  Individuals  in  aU 
stages,  however,  became  inactive  at  about  110°  F.,  the  slight  differ- 
ence in  rate  of  mortality  being  correlated  with  duration  of  exposure 
rather  than  with  difference  in  temperature.  Incubation  of  the  eggs 
was  not  prevented,  though  the  newly  hatched  larvae  were  very 
susceptible  to  high  temperatures. 

The  experiments  showed  that  killing  temperatures  were  registered 
in  the  inner  bark  from  10  a.  m.  to  4  p.  m.  (Fig.  1.)  The  duration 
of  this  period  varied  slightly,  however,  with  the  season,  and  is  rela- 
tive to  the  angle  of  the  sun's  rays.  The  maximum  duration  of  this 
period  occurs  in  June  and  July  in  the  latitude  in  which  these 
experiments  were  made.     (Fig.  9.) 

The  moisture  content  or  humidity  of  the  inner  bark  does  not 
play  an  important  role  in  the  death  of  the  insects.  Broods  in  logs 
having  a  very  moist  inner  bark  died  at  the  same  temperatures  as 
other  broods  in  logs  on  which  the  bark  was  very  dry.  Humidity 
does,  however,  have  a  direct  bearing  on  bark  temperatures,  since  it 


14         TECHNICAL  BULLETIN    19  5,   U.   S.   DEPT.   OF   AGRICULTURE 

facilitates  the  penetration  of  heat,  and  therefore  the  killing  point 
is  reached  sooner  in  moist  bark.  Equally  high  temperatures  are 
registered  in  dry  bark,  though  a  slightly  longer  exposure  is  required. 
Death  of  the  broods  results  when  killing  temperatures  are  reached 
regardless  of  humidity  in  the  bark. 

A  study  of  the  moisture  content  of  the  beetles  themselves  was  not 
attempted,  although  the  fact  that  some  beetles  resisted  cHtical  tem- 
peratures for  a  period,  but  eventually  succumbed,  indicates  that  it 
is  a  factor  of  importance. 

The  arc  of  the  circumference  of  the  log  on  which  killing  tempera- 
tures are  registered  during  each  exposure  is  dependent  upon  the 
position  of  the  log  relative  to  the  axis  of  the  earth.  A  greater  arc  is 
subjected  to  direct  sunlight,  and  resultant  lethal  temperatures,  when 


Figure  9. — Diagram  illustrating  ranges  of  mortality  from,  solar  heat  under  the  bark 
of  the  upper  half  of  a  log  during  the  transit  of  the  sun  through  the  daily  arc  (June 
and  July)  when  the  log  is  lying  in  a  north-and-soutli  direction.  When  the  logs 
are  rolled  for  the  second  exposure  the  part  that  was  not  thus  exposed  takes  exactly 
the  position  occupied  here  by  the  exposed  portion 

the  log  is  approximately  parallel  with  the  earth's  axis  and  at  right 
angles  to  the  apparent  daily  transit  of  the  sun.  (Fig.  9.)  When 
the  log  is  in  this  position  almost  the  entire  upper  half  of  the  circum- 
ference is  exposed  to  the  direct  raj^s  of  the  sun  during  the  daily 
period  when  killing  temperatures  are  registered.  Under  these  con- 
ditions the  range  of  mortality  covers  an  arc  of  one-half  the  circum- 
ference of  the  log.  This  range  is  not  limited  to  the  portion  of  the 
circumference  on  which  the  sun's  rays  fall  perpendicularly  during 
the  period  of  killing  temperatures,  but  extends  down  the  sides  of  the 
log  beyond  this  arc,  as  shown  in  Figure  9,  to  where  the  sunlight 
strikes  at  an  angle  several  degrees  from  the  perpendicular.  The 
heat  reflected  from  the  ground  serves  to  carry  this  killing  range 
somewhat  farther  around  the  log,  and  its  effect  is  an  overlapping 
of  the  ranges  of  mortality  during  the  second  exposure.  Though 
the  secant  of  the  mortality  arc  on  the  log  is  not  parallel  with  the 


CONTROL  OF  MOUNTAIN  PINE  BEETLE  BY  USE  OF  SOLAR  HEAT       15 

ground  surface  (fig.  9),  this  can  be  disregarded  when  the  log  is 
turned  for  the  second  exposure,  since  the  log  is  turned  one-half 
over,  which  brings  the  unexposed  surface  into  the  position  formerl} 
occupied  by  the  exposed  part. 

To  obtain  the  killing  temperatures  in  the  inner  bark  on  the  maxi- 
mum log  surface  for  each  exposure  it  is  necessary  to  place  the  log  in 
a  position  which  will  permit  direct  sunlight  to  reach  the  greatest 
area  of  bark  surface  between  10  a.  m.  and  4  p.  m.  It  has  been  found 
by  experimentation  and  in  actual  practice  that  the  best  position  of 
the  felled  logs  is  approximately  north  and  south.  In  this  position 
the  east  side  of  the  log  is  exposed  to  the  direct  rays  of  the  sun  during 
the  period  before  midday,  the  top  during  midday,  and  the  west  side 
during  the  post-midday.  The  sun's  rays  also  fall  more  nearly 
perpendicular  to  the  surface  of  the  log  when  it  is  so  placed.  It  is  a 
well-known  fact  that  air  temperatures  are  much  higher  very  near 
the  ground  than  a  foot  or  more  above  the  ground  surface.  Because 
the  same  conditions  affect  bark  temperatures,  the  logs  should  be 
dropped  directly  on  the  ground  rather  than  left  bedded  on  prostrate 
logs  or  other  debris,  since  more  heat  radiation  from  the  earth  reaches 
the  logs  when  they  lie  on  the  ground. 

A  modification  of  the  above  procedure  would  perhaps  be  necessary 
in  the  treatment  of  trees  on  steep  north  slopes  where  the  angle  of 
incidence  of  the  sun's  rays  would  be  more  oblique,  owing  to  the 
inclined  position  of  the  log.  In  these  situations  the  placing  of  the 
logs  in  an  east-and-west  direction  would  be  better,  though  this  would 
entail  turning  them  twice  in  order  to  secure  complete  exposure 
to  the  direct  rays  of  the  sun.  As  there  were  no  north  exposures  on 
the  experimental  control  area,  this  detail  could  not  be  studied. 

Temperature  tests  made  on  infested  standing  trees  gave  some 
interesting  results.  (Fig.  6.)  The  temperatures  of  the  inner  bark 
on  the  south  side  and  the  north  side  of  the  trunk,  and  the  south  side 
of  the  base  or  stump,  of  these  trees  were  recorded.  The  bark  tem- 
peratures on  the  top  of  a  neighboring  felled  log,  and  the  air  tem- 
peratures were  recorded  at  the  same  time.  The  bark  temperatures 
on  the  south  side  of  the  standing  trees  varied  only  a  few  degrees  from 
the  air  temperatures.  The  bark  temperature  on  the  north  side  w^as 
considerably  lower,  the  difference  being  17°  at  the  peak  of  the, curve. 
The  highest  bark  temperature  of  the  stump  was  4°  lower  than  that  of 
the  trunk  (south  side)  at  breastheight.  While  these  temperatures 
remained  below  80°  F.,  bark  temperatures  on  the  felled  log  reached 
a  peak  of  123°.  These  tests  show  the  difference  between  bark  tem- 
peratures of  standing  and  of  felled  trees,  and  they  explain  why 
mortality  does  not  occur  in  broods  developing  in  standing  trees. 

It  has  been  determined,  at  least  for  the  climate  in  which  this  work 
was  done,  that  an  air  temperature  of  80°  F.  indicates  lethal  tem- 
peratures in  the  inner  bark  of  portions  of  felled  logs  exposed  to 
direct  sunlight.  Since  this  relation  is  fairly  constant,  air  tempera- 
ture becomes  an  indicator  of  the  efficacy  of  the  solar-heat  method  of 
control  at  any  given  time.  It  can  be  safely  assumed  that  the  method 
will  be  effective  during  any  part  of  the  year  when  air  temperatures 
are  80°  or  higher.  It  was  employed  with  entire  success  during  May, 
June,  July,  September,  and  early  October  of  1925,  1926,  and  1927,  on 
the  Crater  Lake  Park  control  project.  No  control  work  was  done  in 
August,  as  the  beetles  are  flying  at  that  time. 


16         TECHNICAL  BULLETIN    19  5,   U.   S.   DEPT.   OF   AGRICULTURE 

PRACTICAL  APPLICATION  IN  THE  CRATER  LAKE  PARK  PROJECT 

The  crucial  test  of  any  method  of  insect  control  conies  with  its 
practical  application  in  the  field  where  natural  conditions  prevail. 
The  solar-heat  method  was  given  a  thorough  trial  on  the  Crater  Lake 
Park  project  during  the  years  1925,  1926,  and  1927.  Its  effectiveness 
was  demonstrated  in  the  successful  treatment  of  over  9,000  lodgepole 
pines  infested  with  broods  of  the  mountain  pine  beetle. 

PHYSICAL  CONDITIONS   ON   THE   PROJECT  AREA 

The  Crater  Lake  National  Park  is  situated  on  the  crest  of  the 
Cascade  Mountains  in  southern  Oregon,  in  latitude  43°  north.  The 
control  area  is  located  in  the  southern  half  of  the  park  in  elevations 
ranging  from  5,500  to  6,300  feet.  The  topography  of  this  area 
ranges  from  rugged  canyon  walls  to  flat  plateaus  or  benches.  The 
slopes  are  mainly  southern,  with  east  and  west  exposures.  The 
infested  areas  occurred  almost  entirely  in  the  pure  lodgepole  pine 
type  of  stand. 

The  meteorological  conditions  are  typical  of  the  high  mountainous 
section  of  the  North  Pacific  States.  Daily  temperatures  during  the 
period  of  control  operations  ranged  from  32°  F.  at  night  to  a  maxi- 
mum of  90°  at  midday.  Electrical  storms,  followed  by  rain,  were 
frequent  throughout  the  seasons.  These  storm  periods,  however,  did 
not  seriously  interfere  with  the  solar-heat  treatment  of  the  infested 
logs,  since  the  percentage  of  clear  days  was  comparatively  high.  In 
general,  the  conditions  on  this  project  were  favorable  for  the  effective 
employment  of  the  solar-heat  method,  and  accordingly  the  method 
should  be  equally  successful  on  all  other  areas  where  the  meteorolog- 
ical conditions  are  similar. 

APPLICATION   OF   THE  METHOD 

The  use  of  the  solar-heat  method  on  the  Crater  Lake  Park  project 
did  not  involve  any  material  changes  in  artificial-control  technic 
prior  to  the  actual  treatment  of  the  logs.  The  infested  areas  were 
surveyed  in  the  usual  way,  and  the  trees  to  be  treated  were  marked  by 
established  methods.  However,  from  .this  point  on  to  the  last  detail 
of  the  actual  treatment  of  the  logs  an  entirely  new  procedure  was 
followed. 

The  trees  were  felled  so  as  to  lie  north  and  south,  in  order  to 
expose  the  greatest  arc  of  their  circumference  to  direct  sunlight. 
Care  was  exercised  in  felling  the  logs  to  get  them  in  such  position 
that  they  were  shaded  as  little  as  possible  by  adjacent  standing  trees. 
Whenever  feasible,  the  bole  was  placed  in  contact  with  the  ground  to 
obtain  for  it  the  highest  temperatures.  The  limbs  along  the  infested 
length  of  the  log  were  then  removed  and  the  top  cut  off.  (Fig.lO.) 
The  limbs  and  tops  were  either  piled  or  scattered ;  the  former  method 
was  used  on  camp  sites,  along  roads,  and  in  other  places  where  a 
thorough  clean-up  was  desired,  and  the  latter  procedure  was  followed 
in  more  remote  situations.  After  the  logs  had  been  prepared  in  this 
way,  they  were  left  to  the  action  of  direct  sunlight  from  two  to  five 
days.  They  were  then  turned  half  over  to  expose  the  other  side. 
(Fig.  11.)     This  completed  the  treatment. 


CONTROL  OF  MOUNTAIN  PINE  BEETLE  BY  USE  OF  SOLAR  HEAT       17 


Figure  10. — Method  of  preparing  lodgepole  pines  infested  with,  the  mountain  pine 
beetle  for  treatment  by  solar  heat.  The  trees  are  felled  to  lie  in  a  north-and-south 
direction  in  order  to  secure  the  maximum  exposure  on  the  surface  of  the  bark  during 
the  daily  period  of  killing  temperatures.  The  logs  are  then  limbed  and  topped,  and 
the  brush  is  piled,  or  scattered,  well  away  from  the  logs  to  allow  direct  sunlight  to 
reach  them 


FIGURE  11. — A  group  of  logs  that  have  been  treated  by  the  solar-heat  method.  The 
logs  are  shown  in  the  final  position  after  they  have  been  rolled  half  over  and 
exposed  for  the  second  time.  The  photograph  gives  a  general  view  of  a  treated 
area    showing  the  average  spacing  of  infested  trees  and  surrounding  conditions 


18        TECHNICAL  BULLETIN    19  5,   U.   S.   DEPT.   OF  AGRICULTUBE 

Each  treating  crew  consisted  of  three  men.  Two  men  felled  and 
topped  the  trees,  while  the  third  man  cut  off  the  limbs,  and  piled  them 
when  necessary.  Each  crew  felled  and  prepared  an  average  of  40 
trees  per  day.  The  same  crew  returned  and  rolled  in  one  day  all  the 
logs  prepared  in  one  week.  Each  log  was  cut  so  that  the  prepared 
section  contained  the  entire  brood  of  the  insect;  consequently  the 
logs  ranged  in  length  from  20  to  60  feet,  and  in  some  cases  included 
the  entire  bole  of  the  tree.  Cant  hooks  and  peaveys  were  used  in 
turning  the  logs.  Three  men  experienced  no  difficulty  in  turning  all 
but  the  very  largest  and  longest  logs.  When  such  were  encountered, 
they  were  cut  into  two  or  more  sections.  After  each  log  was  turned 
for  the  final  exposure,  a  distinguishing  ax  mark  was  made  against  the 
kerf  on  the  butt  end  to  denote  that  the  log  had  been  turned.  One  man 
of  each  turning  crew  checked  off  from  the  treating  record  the  serial 
number  of  each  tree  as  it  was  turned,  and  thus  all  missed  logs  were 
identified  and  located  for  subsequent  turning. 

COMPARISON    OF    THE    SOLAR-HEAT    TREATMENT    WITH    THE 
BURNING    METHOD 

In  the  first  control  work  on  this  project,  early  in  1925.  the  burning 
method  of  treatment  was  employed.  It  was  soon  apparent  that  this 
method  was  not  at  all  suitable  for  use  in  this  type  of  infested  timber 
because  the  stands  were  fairly  dense  and  therefore  much  scorching 
of  green  trees  resulted.  Enough  trees  were  burned,  however,  to 
establish  a  basis  for  comparing  the  effectiveness  and  cost  of  this 
method  with  the  solar-heat  treatment  which  was  subsequently  em- 
ployed. These  data,  secured  on  a  project  where  both  methods  were 
used,  are  of  great  value  in  comparing  results  and  costs.  In  addition 
to  this  basic  information,  similar  data  on  the  burning  method  are 
available  from  other  projects  in  lodgepole  pine  infested  by  the  same 
beetle. 

These  data  show  that  the  two  methods  were  equally  effective  in 
killing  the  beetle  broods.  The  average  cost  of  the  burning  treatment 
was  $2  per  tree,  and  of  the  solar-heat  treatment,  $1.22  per  tree,  a 
difference  of  78  cents  per  tree  in  favor  of  the  solar-heat  treatment. 
An  analysis  of  these  costs,  however,  reveals  factors  peculiar  to  each 
method  which  account  for  this  difference.  For  instance,  it  is  almost 
always  necessary  to  buck  the  logs  in  piles  to  obtain  thorough  treat' 
ment  by  burning.  Also,  when  working  in  crowded  stands,  it  is 
necessary  to  haul  the  logs  to  openings  for  burning  in  order  to  avoid 
scorching  the  adjacent  green  trees.  This  additional  work  results  in 
increased  unit  cost  w'hen  the  burning  method  is  used.  On  the  other 
hand,  the  cost  of  the  solar-heat  treatment  is  increased  and  approxi- 
mates that  of  the  burning  method  when  it  is  necessary  completely  to 
dispose  of  the  slash. 

The  advantages  and  disadvantages  of  the  solar-heat  method,  as 
compared  with  the  burning  method,  mav  be  summarized  in  the 
following  way: 

A¥hen  slash  is  scattered  or  piled,  the  cost  is  lower,  the  same  super- 
vision is  required,  and  the  effectiveness  is  equal. 

When  logs  are  decked  after  curing  and  slash  is  burned,  the  cost 
IS  higher,  closer  supervision  is  required,  and  the  effectiveness  is 
equal. 


CONTROL  OF  MOUNTAIN  PINE  BEETLE  BY  USE  OF  SOLAB  HEAT       19 

Other  things  being  equal,  the  absence  of  scorching  of  green  stock 
leaves  the  forest  in  better  condition. 

When  the  weather  is  cloudy  or  the  air  temperatures  are  less  than 
80°  F.,  the  solar-heat  treatment  is  not  effective. 

SUMMARY 

The  solar-heat  method  of  bark-beetle  control  consists  primarily 
in  utilizing  direct  sunlight  to  kill  broods  of  beetles  in  the  inner  bark 
of  thin-bark  trees,  thus  eliminating  the  necessity  for  peeling  them. 

It  is  particularly  effective  in  treating  broods  of  the  mountain  pine 
beetle,  Dendroctonus  monticolae^  in  lodgepole  pine  logs.  It  has  also 
been  used,  with  modifications,  in  treating  other  pines  infested  with 
other  species  of  bark  beetles. 

Temperature  is  the  major  factor.  Bark  temperatures  under  110^ 
P.  are  not  effective.  Bark  temperatures  of  120°  or  higher  will  kill 
the  insects  with  a  minimum  exposure  of  20  minutes.  The  tempera- 
tures between  110°  and  120°  are  critical,  and  any  temperature  within 
this  range  will  kill  the  broods  if  maintained  two  or  three  hours. 
Anesthesia  occurs  at  about  110°. 

Bark  temperatures  as  high  as  140°  were  registered  when  the  air 
temperature  was  89°.  The  mean  difference  between  air  temperatures 
and  the  concurrent  bark  temperatures  is  40°. 

Killing  temperatures  are  registered  in  the  bark  of  logs  exposed  to 
direct  sunlight  and  lying  north  and  south,  during  the  hours  from 
10  a.  m.  to  4  p.  m.,  when  the  air  temperature  is  80°  F.  or  higher. 

The  effectiveness  of  the  method  has  been  demonstrated  by  the 
successful  treatment  of  over  9,000  lodgepole  pines  infested  with 
broods  of  the  mountain  pine  beetle  in  Crater  Lake  National  Park, 
Oreg.  The  meteorological  data  given  apply  specifically  to  elevations 
ranging  between  5,500  and  6,300  feet,  at  43°  north  latitude. 

The  essential  points  in  the  application  of  the  method  are  as  fol- 
lows :  Logs  should  lie  north  and  south  and  in  contact  with  the  ground. 
They  must  be  limbed  and  topped  and  the  brush  piled  or  scattered 
away  from  the  logs.  The  logs  must  be  fully  exposed  to  the  direct 
rays  of  the  sun  during  midday  for  a  period  of  from  two  to  five 
days.  After  the  first  exposure  they  must  be  turned  one-half  over 
in  order  to  expose  the  other  side.  On  north  slopes  it  may  bo 
necessary  to  place  the  logs  east  and  west  and  turn  them  twice,  120^ 
each  time. 

As  compared  with  the  burning  treatment,  the  solar-heat  method 
is  cheaper,  unless  the  slash  is  thoroughly  cleaned  up,  when  the  cost 
is  the  same  or  slightly  higher.  When  the  limbs  only  are  burned 
the  two  methods  are  on  par  as  to  cost. 

The  main  advantages  of  the  solar-heat  treatment  are  that  no 
standing  trees  are  scorched  and  no  conditions  attractive  to  Insects 
are  set  up  by  the  work,  as  is  the  case  when  the  logs  are  burned.  Its 
principal  disadvantage  is  that  ordinarily  more  slash  is  left  in  the 
forest,  unless  it  is  burned  later  at  additional  expense.  Both  methods 
are  effective  in  killing  the  beetle  broods. 


ORGANIZATION  OF  THE 
UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 

July   17,  1930 


Secretary  of  Agriculture Aethub  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension  Work C.  W.  Warburton. 

Director  of  Personnel  and  Business  Admins    W.  W.  Stockberger. 
istration. 

Director  of  Information M.  S.  Eisenhower. 

Solicitor E.  L.  Marshall. 

Weather  Bureau Chables  F.  Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau,  of  Dairy  Industry O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  PuNic  Roads Thomas  H.  MacDonald,  Chief. 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chiel 

Plant  Quaram^tine  and  Control  Administration—  Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Food,  Drug,  and  Insecticide  Administration^  Walter  G.  Campbell,  Ditector  of 

Regulatory  Work,  in  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Barnett,  Librarian. 


This  bulletin  is  a  contribution  from 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Division  of  Forest  Insects F.  C.  Craigskad.  Principal  Ento- 
mologist, in  Charge. 

20 


U.  S    GOVERNMENT  PRINTING  OFFICE:  1930 


For  sak>  by  the  S  mjo:  i::tv!:(lr:it  of  Documents.  Washington,  D.  C. Price  5  cents 


Technical  Bulletin  No.  194 


October,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


ECONOMIC  STATUS  OF  DRAINAGE 
DISTRICTS  IN  THE  SOUTH  IN  1926 

By  Roger  D.  Mabsden,  Senior  Drainage  Engineer,  Division  of  Agricultural 
Engineering,  Bureau  of  Public  Roads,  and  R.  P.  Teele,  Agricultural  Econo- 
mist,^ Division  of  Land  Economics,  Bureau  of  Agricultural  Economics 


CONTENTS 


Page 

Introduction 1 

Purpose  of  the  in vestigation 2 

Drainage, soils,  and  agriculture  in  the  districts.  4 

St.  Francis  Basin,  Missouri  and  Arkansas...  10 
Black  and  Cache  Rivers  area,  Missouri  and 

Arkansas 12 

Southeastern  Arkansas —  14 

Yazoo  Basin,  Miss 15 

Louisiana- .-. 17 

Eastern  North  Carolina. 20 

Southern  North  Carolina 21 

South  Carolina 22 

St.  Johns  Basin,  Fla 23 

Central  Florida 24 

West  coast  area,  Florida 25 

Indian  River  area,  Florida 26 

Lower  east  coast  area,  Florida 27 

Rate' and  degree  of  land  development 27 


Page 

Sale  and  settlement  of  the  land 29 

Missouri,  Arkansas,  and  Mississippi 29 

Louisiana 30 

North  Carolina  and  South  Carolina 31 

Florida 32 

Conditions  influencing  land  settlement 32 

Location 33 

Soils  and  crops 1 34 

Community  development 34 

Land-sales  policies. 35 

Land  prices 36 

Cost  of  the  drainage  districts 36 

Financial  status  of  the  districts 40 

Indebtedness 40 

Drainage  and  other  taxes 42 

Delinquent  taxes 45 

Means  of  increasing  revenues 46 

Conclusions 47 


INTRODUCTION 

It  has  been  estimated  ^  that  in  the  United  States  there  are  about 
75,000,000  acres  of  potential  crop  land,  not  now  used  for  crops,  that 
are  too  wet  for  cultivation  without  artificial  drainage.  About 
50,000,000  acres  of  this  land  are  situated  in  the  States  bordering  the 
south  Atlantic  and  Gulf  coasts  and  lower  Mississippi  River.  This 
land  is  rather  generally  believed  to  offer  an  excellent  opportunity  for 
profitable  agriculture.  Some  of  it  is  more  than  ordinarily  fertile; 
yet  from  the  major  portion  the  owners  are  receiving  little  or  no  re- 
turns. Therefore  those  owners  and  the  communities  and  States  in 
which  those  lands  are  situated  have  for  many  years  advocated  drain- 
age and  development  for  more  productive  use. 

Drainage  of  those  lands  requires  cooperation  among  the  owners, 
because  generally  construction  of  the  works  necessary  to  drain  any 
part  of  the  area  will  benefit  a  large  acreage  and  many  owners,  and 
because  the  cost  is  great.  Therefore  most  of  the  States  have  enacted 
laws  authorizing  the  establishment  of  drainage  districts,  each  com- 

1  This  study  was  planned,  the  data  were  collected  and  tabulated,  and  the  general  scope 
of  the  report  was  determined  by  the  authors  Jointly.  The  death  of  Mr.  Teele  prevented 
his  participation  in  the  final  organization  of  the  material  and  discussion  of  the  findings. 

2  Gray,  L.  C,  Baker,  O.  E.,  Marschneb,  P.  J.,  Weitz,  B.  C,  Chapline,  W.  R.,  Shepabd, 
W.,  and  others,  the  utilization  of  our  lands  fob  crops^  pasture,  and  forests.  U.  S. 
Dept.  Agr.  Yearbook  1923  :  415-506,  illus.     1924. 

112607—30 1 


2  TECHNICAL  BULLETIN   194,  U.  S.  DEPT.  OF  AGRICULTURE 

prising  the  area  that  will  be  served  by  a  proposed  system  of  drainage 
works.  They  are  established  by  decree  of  a  court  or  a  board  of 
county  commissioners,  in  accordance  with  the  desire  of  a  majority, 
in  number  or  in  interest,  of  the  owners  of  the  lands  to  be  included. 
They  are  public  corporations,  with  power  to  secure  construction  of 
drainage  improvements  and  to  assess  the  costs  against  the  lands  that 
will  be  benefited.  Payment  of  drainage  taxes  is  enforced  in  the  same 
manner  as  payment  of  general  county  taxes.  In  some  States,  many 
of  the  districts  have  been  established  by  special  legislation.  Sub- 
districts  comprise  areas  wholly  or  partly  within  existing  drainage 
districts.  They  are  similar  in  purpose  and  in  organization  to  the 
drainage  districts  in  which  they  are  included. 

In  the  South  Atlantic  and  South  Central  States  and  the  lowland 
counties  of  southeastern  Missouri,  about  14,600,000  acres  had  been 
organized  into  drainage  districts  prior  to  1920.^  Fully  7,900,000 
acres  of  this  land  were  unimproved  at  that  time.  The  cost  of  these 
districts  was  approximately  $107,000,000,  including  an  estimated 
$33,500,000  for  completing  works  under  construction  at  the  beginning 
of  1920.  (The  cost  of  a  drainage  district  is  the  total  cost  of  its 
ditches  and  other  drainage  works,  including  the  expenses  of  organiz- 
ing the  enterprise  and  administering  construction  of  the  works.) 
The  districts  have  been  financed,  in  large  part,  by  the  sale  of  bonds 
which  are  liens  upon  the  lands  in  the  districts.  Utilization  of  these 
lands  requires,  generally,  further  expense  for  clearing  the  land,  for 
farm  buildings,  and  for  roads  and  schools.  Farmers  to  work  the 
land  must  be  obtained,  for  the  most  part,  from  outside  the  communi- 
ties; many  from  other  States. 

A  great  number  of  persons  who  have  bought  lands  in  these  enter- 
prises, with  the  purpose  of  settling  upon  and  farming  them,  have 
been  forced  to  abandon  their  purchases  and  have  lost  their  entire 
investment.  Many  of  the  districts  have  had  difficulty  in  meeting 
their  financial  obligations,  and  some  have  been  unable  to  make  pay- 
ments due;  consequently,  considerable  losses  have  been  suffered  by 
investors  in  the  drainage  securities.  Effort  has  been  made  to  procure 
financial  assistance  from  the  Federal  Government  for  refunding  the 
outstanding  bonds. 

PURPOSE   OF  THE   INVESTIGATION 

In  estimating  the  actual  availability  of  the  swamp  and  overflowed 
lands  of  the  South  for  agriculture  it  is  advisable  to  examine  the 
degree  of  success  that  has  attended  past  efforts  to  bring  those  lands 
into  use.  Knowledge  of  the  progress  that  has  been  made  in  utilizing 
the  lands  that  have  been  drained,  of  the  cost  of  draining  and  bring- 
ing the  lands  into  cultivation,  of  the  types  of  farming  practiced,  and 
of  the  conditions  that  have  influenced  the  rate  and  cost  of  develop- 
ment and  the  profitableness  of  farming  will  aid  in  preventing  losses 
to  present  landowners,  to  prospective  purchasers  of  the  land,  and  to 
investors  in  drainage  bonds.  Owners  can  better  reckon  the  value  of 
the  undrained  land ;  intending  settlers  can  better  estimate  the  capital 
required  and  the  labor  involved  in  acquiring  a  home  upon  the  lands ; 
investors  can  better  judge  the  security  of  their  loans.  The  experience 

'United  States  Department  op  Commerce,  Bureau  of  the  Census,  fourteenth 
CENSUS  of  the  united  STATES.     V.  7.     Washington,  [D.  C.]. 


ECONOMIC  STATUS  OF  DKAINAGE  DISTRICTS  IN  THE  SOUTH  6 

of  the  existing  drainage  districts  is  important  also  to  local,  State, 
and  Federal  agencies  in  determining  proper  reclamation  policies. 

Tlie  investigation  herein  reported  was  purposely  confined  to  drain- 
age districts  in  which  the  major  portion  of  the  land  was  unimproved 
at  beginning  of  reclamation  and  of  little  value  for  agriculture  with- 
out drainage.  Development  of  those  lands  after  drainage  has  been 
dependent  upon  obtaining  settlers  from  other  localities,  either  as 
buyers  or  tenants.  Such  reclamation  enterprises  comprise  much  the 
greater  part  of  the  area  in  the  drainage  districts  of  the  lowland 
regions  discussed.  In  the  Southern  States  there  are  a  compara- 
tively few  large  districts  that  were  mostly  cultivated  prior  to  drain- 


N    O    R   T/  H 
C   A .  R /O    L  I    N 


7   '^ 


\      CAROLINA 
G  E  O    R  G    1    A  V 


Drainage  cUsfricfs  investlgafed mim 

Boundary  of  /ow/andi i.j.jl  j. 

Figure  1. — Location  of  drainage  dis- 
tricts investigated  in  lower  Mis- 
sissippi Valley 


Figure  2. — Location  of  drainage  districts  in- 
vestigated in  the  coastal  plain 


age,  and  a  great  many  small  districts  in  which  the  unimproved 
land  was  held  in  small  tracts  that  readily  could  be  added  to  the 
owners'  near-by  farms.  The  agricultural  and  financial  status  of 
those  districts,  more  accurately  described  as  farm-improvement 
enterprises,  undoubtedly  is  better  than  that  of  the  reclamation  drain- 
age districts  described  in  the  following  pages. 

Thirty  drainage  districts  were  studied  in  the  lowlands  of  the  lower 
Mississippi  Valley,  9  in  the  coastal  plain  in  the  Carolinas,  and  19  in 
Florida,  comprising  altogether  4,000,000  acres.  They  were  selected  as 
fairly  representing  the  conditions  in  the  drainage  districts  generally 
in  the  regions  visited,  it  being  impracticable  to  study  all  the  enter- 
prises there.  The  locations  of  these  districts  are  shown  in  Figures 
1  and  2,  which  show  also  the  boundaries  of  the  lowland  area  in  the 
lower  Mississippi  Valley  and  of  the  coastal  plain  in  the  South  At- 
lantic States.     Information  was  obtained  by  examining  county  and 


4  TECHNICAL  BULLETIN   19  4,  U.  S.  DEPT.  OP  AGRICULTURE 

drainage-district  records,  by  inspecting  lands  and  drainage  works  in 
the  districts,  and  by  interviewing  county  and  district  officials,  drain- 
age engineers,  agricultural  agents,  and  promoters  and  landowners  in 
the  districts.  The  principal  data  were  gathered  in  1926,  the  investi- 
gation in  the  Mississippi  Valley  being  made  from  April  to  June  and 
that  in  the  South  Atlantic  States  in  October  and  November. 


DRAINAGE,  SOILS,  AND  AGRICULTURE  IN  THE  DISTRICTS 

The  drainage  districts  covered  in  this  investigation  are  listed  in 
Table  1,  with  their  locations  by  counties,  the  dates  of  organization  and 
of  beginning  construction,  their  areas,  and  the  estimated  acreages  of 
improved  land  at  the  beginning  and  in  1926.  The  figures  for  area  are 
not  of  equal  accuracy,  as  some  were  taken  from  records  and  some 
from  statements  of  approximate  acreage  made  by  officers  of  the  dis- 
tricts. Data  as  to  acreages  improved  are  estimates  by  persons 
thought  best  informed  regarding  each  district,  checked  by  cursory 
inspections.  No  surveys  to  obtain  this  information  had  been  made  in 
recent  years,  if  at  all,  and  tax-roll  classifications  were  said  to  show 
considerably  less  than  the  correct  amount.  The  estimates  usually 
were  given  as  percentages  of  the  whole  area,  from  which  approximate 
acreages  have  been  computed  for  tabulation. 

Table  1. — Total  and  improved  areas  in  representative  drainage  districts  in  the 

South 

ST.  FRANCIS  BASIN,  MISSOURI  AND  ARKANSAS 


Location 

Year 
or- 
gan- 
ized 

Year 

con- 
struc- 
tion 
started 

Area  of 
district 

Improved  land 

Drainage  district 

At  be- 
ginning 

In  1926 

Little  River     

Missouri;  Cape  Girardeau,  Bol- 
linger, Scott,  Stoddard,  New 
Madrid,  Dunklin,  and  Pemis- 
cot Counties. 

Missouri,  New  Madrid  County. 
do                        .              . 

1907 

1906 
1908 
1912 
1905 

1910 
1911 
1917 

1914 

1907 
1910 
1915 
1908 

1910 
1913 
1920 

Acres 
631,672 

138,100 

1  32, 270 

30,000 

126, 734 

J  56, 943 

*  193, 000 

170,000 

Acres 
22,000 

800 

Acres 
265,000 

No.  19 

3.000 

No.  23       

13,000  i      3o!666 

No.  29    

do 

18,000 
19,000 

15,000 
52,000 
57,000 

20,000 

St.  Francis 

Arkansas;    Clay    and    Greene 
Counties. 

Arkansas,  Mississippi  County 

do 

....  do      

95,000 

No.  8 

40,000 

No.  9 

No.  17 

131,000 
102,000 

Total     , 

3  1, 135, 000 

3 194, 000  1    »  678. 000 

BLACK  AND  CACHE  RIVERS  AREA,  MISSOURI  AND  ARKANSAS 


Inter-River ._  .  _ 

Missouri;  Butler  County 

Arkansas;  Clay  County 

1913 
1911 
1909 
1919 
1911 

1918 
1914 
1909 
*1909 
1912 

117,000 
90,000 
85,000 
37,000 
89,500 

25,000 
9,000 

17,000 
9,000 

16,000 

40,000 

Central  Clay 

22,000 

Western  Clay 

55,000 

Cache  River  No.  2 

No.  1  . 

Arkansas;  Greene  County 

Arkansas;  Greene  and  Lawrence 
Counties. 

24,000 
33,000 

Total 

418,500 

76,000 

174,000 

1  All  of  drainage  district  No.  19  and  a  small  part  of  No.  23  are  within  Little  River  drainage  district. 

2  Drainage  districts  Nos.  8  and  9  overlap  to  a  negligible  amount. 

s  Omitting  estimated  duplication  in  overlapping  districts.    (See  footnote  1.) 

<  Begun  by  Cache  River  drainage  district,  all  included  within  Cache  River  drainage  district  No.  2. 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH  5 

Table  1. — Total  and  improved  areas  in  represemtative  drainage  districts  in  the 

South — Continuea 

SOUTHEASTERN  ARKANSAS 


Location 

Year 
or- 
gan- 
ized 

Year 
con- 
struc- 
tion 
started 

Area  of 
district 

Improved  land 

Drainage  district 

At  be- 
ginning 

In  1926 

Cypress  Creek 

Desha  and  Chicot  Counties 

1911 

1913 

Acres 
285,000 

Acres 
28,000 

Acres 
70,000 

YAZOO  BASIN,  MISS. 


Northern 

Bogue  Hasty. 
Riverside 


Black  Bayou. 
Bogue  Phalia. 


Murphy  Bayou. 

Belzoni 

Atchafalaya 


Total. 


Bolivar  County 

do 

Washington  and  Bolivar  Coun- 
ties. 

Washington  County 

Washington  and  Sunflower 
Counties. 

Washington  County 

Humphreys  County 

Humphreys  and  Yazoo  Coun- 
ties. 


1908 
1910 
1911 

1911 
1910 
1912 

1916 
1913 

1917 
1914 

1918 
1911 
1914 

1918 
1913 
1916 

98,000 
74,000 
95,000 

95,000 
152, 140 

44,  280 
91,000 
92,000 


741,420 


30,000 
25,000 
30,000 

19,000 
45,000 

11,000 
20,000 
22,000 


202,000 


75,000 
55,000 
70,000 

40,000 
100,000 

16,000 
44,000 
28,000 


428,000 


LOUISIANA 


Gravity  districts: 

Portage 

Pointe  Coupee  Parish.. 

East  Baton  Rouge  Parish 

St.  Bernard  Parish  . 

1907 
1903 

1908 

1912 

1913 
1916 
1911 
1912 

1908 
1905 

1910 

1916 

«1907 

S1910 

1911 

1912 

76, 380 
28,508 

214,000 

27,888 

8  8,459 
8  8,630 
10,  774 
37,  750 

30,000 
10,000 

9,000 

7,000 

0 

0 

0 

15,000 

30,000 

White  and  Cypress 

Bayou. 
Bayou  Terre  -  Aux- 

1,000 
2,000 

Boeufs. 
No.  2 

Lafourche  Parish 

22,000 

Pumping  districts: 

No.  12._. 

do 

6,000 

Delta  Farms 

Sunset ''.- 

do 

St.  Charles  Parish 

3,600 
2,500 

Jeflferson-Plaque- 
mines. 

Jefferson,    Plaquemines,    and 
Orleans  Parishes. 

10,000 

Total 

412, 389 

71,000 

77,000 

EASTERN  NORTH  CAROLINA 


Moyock 

Currituck  County 

1910 
1917 

1913 
1909 
1910 

1910 
U916 

1914 
1909 
1912 

14,441 
30,  753 

9,600 

8,000 

100,000 

4,100 
0 

0 

2,000 

25,000 

4,500 

Albemarle.  _ 

Washington    and    Beaufort 

Counties. 
Washington  and  Hyde  Counties. 
Beaufort  County 

lOO 

No.  4 

2,000 

Pantego 

7,000 

Mattamuskeet 

Hyde  County 

25,000 

Total. 

162,  794 

31,100 

38,600 

SOUTHERN  NORTH  CAROLINA 


Flea  Hill 

Cumberland  County.. 

1911 
1912 

1914 
1912 

23,710 
33,600 

9,000 
7,000 

14,000 

Back  Swamp  and  Jacob 

Robeson  County...! 

10,000 

Swamp. 

Total 

57, 310 

16,000 

24,000 

•  Construction  begun  as  private  enterprise. 

8  PMgures  given  for  subdistricts  only.     (See  description,  pp.  17-18.)  , 

^  Data  are  for  subdistricts  Nos.  1,  3,  and  4  of  St.  Charles  municipal  drainage  district  No.  1,  reorganized 
with  new  name  about  1925. 


6  TECHNICAL  BULLETIN   194,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  1. — Total  and  improved  m-eas  in  representative  drainage  districts  in  the 

South — Continued 

SOUTH  CAROLINA 


Location 

Year 
or- 
gan- 
ized 

Year 
con- 
struc- 
tion 
started 

Area  of 
district 

Improved  land 

Drainage  district 

At  be- 
ginning 

In  1926 

Cowcastle 

1918 
1913 

1919 
1914 

Acres 
40,860 
2,816 

Acres 

12,000 

snn 

Acres 
12,000 
800 

Rum  Neck 

do 

Total 

43,676      12  snn 

12  800 

ST.  JOHNS  BASIN,  FLORIDA 


Baldwin 

Duval  and  Nassau  Counties 

Putnam  County 

1915 
1911 
1921 

1914 

1918 

81916 

1917 
1916 
1923 

1920 

1920 

81918 

68,  251 
16,000 
5,000 

22,445 
56,  000 
56,  COO 

3,500 

700 

1,200 

8,000 
2,000 

0 

3,500 
1,000 

Bostwick 

East  Palatka 

do 

3,000 

Hastings 

St.  Johns,  Putnam,  and  Flag- 
ler Counties 

10, 000 
5,000 
1,300 

South  Hastings 

Flagler  and  Putnam  Counties... 
Volusia 

New  Srayrna-De  Land- 

Total 

223, 696 

15,  400 

23,800 

CENTRAL  FLORIDA 


Taft... 

Orange  County 

1914 
1913 

1916 
1915 

54,000 
42, 000 

500 
0 

1  000 

Peace  Creek 

Polk  County 

400 

Total 

96, 000 

500 

1,400 

WEST  COAST  AREA,  FLORIDA 


Lake    Largo  -  Cross 

Pinellas  County ._ 

1914 

1914 
1915 
1916 
1916 

1915 

1915 
1918 
1917 
1919 

13,100 

14,000 
25,000 
17,  500 
21,000 

0 

200 

0 

400 

200 

500 

Bayou. 
Pinellas  Park     .„ 

do 

500 

Sugar  Bowl . . 

Manatee  and  Sarasota  Counties. 
Hardee 

0 

Limestone 

500 

lona 

Lee         

1  500 

Total 

90,600 

800 

3,000 

INDIAN  RIVER  ARE^ 

.,  FLORIDA 

Fellsmere 

Indian  River  County 

1910 
1919 
1919 
1917 

1910 
5  1912 
«1913 

1920 

47,000 
50,000 
23,750 
75,284 

1,000 
0 
0 

3,000 

2,000 
7,500 
2,300 
3,500 

Indian  River  Farms 

do 

Fort  Pierce  Farms 

St.  Lucie  County 

North  St.  Lucie  River.. 

do 

Total. 

196, 034 

4,000 

15,300 

LOWER  EAST  COAST  AREA,  FLORIDA 


Lake  Worth 

Palm  Beach  County 

1915 
1917 

1917 
1919 

130, 000 
142, 300 

5.000 

8,000 
1,500 

Southern 

Dftdft  County 

Total.... 

272. 300 

5,  000 

9  500 

Grand  total. 

4, 134,  719 

656,  eoo 

1,  555, 400 

*  Construction  begun  as  private  enterprise. 

*  Dates  for  Lake  Ashby  drainage  district,  which  was  reorganized  in  1925  with  new  name. 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH  7 

The  general  drainage  and  development  features  of  the  districts  are 
stated  in  the  following  descriptions.  The  major  soil  types  for  each 
group  of  districts  are  also  described  very  briefly.*  Data  relative  to 
agriculture  in  the  districts,  except  in  Florida,  are  given  in  Table  2. 
These  data  were  taken  from  schedules  collected  in  the  census  of  1925  ^ 
for  farms  owned  by  taxpayers  in  the  districts.  The  statistics  are  not 
complete  for  any  group,  but  are  believed  to  indicate  with  fair  ac- 
curacy the  average  size  of  farms,  proportion  of  acreage  harvested, 
farm  values,  ratio  of  tenants  to  owners,  acreage  in  principal  crops, 
and  amount  of  livestock. 

*  Descriptions  of  soils  in  the  various  drainage  districts  were  olitained  from  the  field 
operations  of  the  Bureau  of  Soils,  U.  S.  Department  of  Agriculture. 

^  United  States  Depaetmbnt  op  Commerce,  Bureau  of  thb  Census,  united  states 
CENSUS  of  agriculture  1925.     3  V.,  illus.     Washington,  D.  C.     1927. 


8 


TECHNICAL  BULLETIN   194,  U.  S.  DEPT.  OF  AGRICULTURE 


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ECONOMIC  STATUS  OF  DBAINAGB  DISTRICTS  IN   THE  SOUTH  9 


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10  TECHNICAL  BULLETIN   19  4,  U.  S.  DEPT.  OF  AGRICULTURE 

Tabulation  for  drainage  districts  in  Florida  was  not  made  because 
identification  of  the  census  schedules  was  extremely  uncertain,  owing 
to  the  great  number  of  changes  in  ownership  of  lands  in  1925. 

ST.  FRANCIS  BASIN,  MO.  AND  ARK. 

Little  River  drainage  district  extends  southward  90  miles  from  the 
hills  southwest  of  Cape  Girardeau,  Mo.,  to  the  extreme  southern 
limit  of  the  State.  It  consists  mainly  of  a  flat  valley  about  4  to  12 
miles  wide  along  Little  River,  the  upper  part  of  which  lies  between 
Benton  Ridge  in  northern  Scott  County  and  Crowley s  Ridge  in 
Stoddard  County,  and  a  narrow  strip  north  of  those  ridges  extend- 
ing westward  from  the  Mississippi  for  about  35  miles.  It  includes 
all  of  drainage  district  No.  19  and  the  lower  end  of  drainage  district 
No.  23  in  New  Madrid  County,  and  parts  of  other  districts.  Sikes- 
ton  Ridge,  a  sandy  elevation  extending  northward  from  New 
Madrid,  and  the  bank  of  the  Mississippi  below  New  Madrid,  lie  but 
a  few  miles  from  the  east  edge  of  the  district  except  at  the  lower 
end.  On  the  west.  Sand  Ridge  borders  the  district  through  Dunklin 
County.  The  bank  of  the  Mississippi  and  the  ridges  on  both  sides  of 
the  district  have  been  cultivated  since  before  the  Civil  War;  Cape 
Girardeau  dates  from  the  French  regime,  and  New  Madrid  was 
settled  by  the  Spanish. 

Little  River  received,  prior  to  1915,  the  run-off  from  1,050  square 
miles  of  hill  land,  brought  down  from  the  north  by  Whitewater  and 
Castor  Rivers.  Its  course  in  Missouri  was  a  broad  swamp  with  a 
small,  tortuous,  obstructed  channel  that  in  places  was  quite  indis- 
tinguishable. About  1894,  Little  River  channel  through  New 
Madrid  County  was  enlarged  b}^  dredging,  for  which  the  county 
paid  with  a  large  grant  of  timbered  swamp  land.^  In  1907,  drainage 
district  No.  19  of  that  county  began  the  improvement  of  a  con- 
siderable portion  of  the  same  channel.  Also  in  1907,  Little  River 
drainage  district  was  established  with  488,000  acres,  but  the  labor  of 
devising  the  drainage  plan,  of  determining  the  benefits  to  each  tract, 
and  of  harmonizing  conflicting  interests  in  so  large  an  undertaking, 
delayed  actual  construction  until  1914.  Only  about  4  per  cent  was 
improved  land  then,  the  remainder  being  timbered  or  cut-over  and 
too  wet  for  cultivation.  In  1921,  about  43,600  acres  in  Stoddard  and 
Bollinger  Counties,  of  which  about  5  per  cent  was  improved,  were 
added  to  this  district.  The  drainage  works  of  this  district  include 
large  channels  and  a  floodway  to  divert  Castor  and  Whitewater 
Rivers  along  the  ujDper  edge  of  the  district  to  Mississippi  River  near 
Cape  Girardeau.  An  extensive  system  of  ditches  collects  the  rain- 
fall within  the  district  and  the  run-off  from  the  slopes  at  either 
side,  and  discharges  it  into  Big  Lake  at  the  Arkansas  line. 

Drainage  district  No.  23  of  New  Madrid  County  is  an  almost  level 
belt  3  to  4  miles  wide  between  Little  River  drainage  district  and 
the  west  slope  of  Sikeston  Ridge.  Its  ditches  discharge  into  Little 
River  in  the  eastern  edge  of  drainage  district  No.  19.  Organized 
in  1908,  it  apparently  comprises  about  the  eastern  two-thirds  of 
drainage  district  No.  1,  organized  in  1897,  and  includes  all  of  drain- 
age district  No.  10,  organized  in  1901,  and  the  eastern  part  of  drain- 
age district  No.  12,  organized  in  1903.     Drainage  district  No.  29  is 

«  Collins,  A.  B.     Unpublished  manuscript.     1904. 


ECONOMIC  STATUS  OF  DKAINAGE  DISTRICTS  IN  THE  SOUTH       11 

in  the  southeast  corner  of  New  Madrid  County,  bounded  on  the  east 
by  the  Mississippi  levee.  The  land  slopes  away  from  the  Mississippi, 
and  the  ditches  discharge  into  Little  River  at  the  county  line. 

Drainage  districts  No.  8,  No.  9,  and  No.  17  of  Mississippi  County, 
Arkansas,  comprise  more  than  80  per  cent  of  the  county  area  and 
the  greater  part  of  the  frontage  on  Mississippi  River.  The  ground 
is  nearly  flat,  sloping  westward  from  the  Mississippi  to  elevations 
about  30  feet  lower  in  the  western  part  of  the  county.  The  surface 
is  cut  with  many  small  and  some  large,  high-bank,  tortuous  streams 
and  bayous,  among  which  are  Right  Hand  Chute  and  Left  Hand 
Chute  of  Little  River,  Pemiscot  Bayou,  and  Tyronza  River.  Drain- 
age from  the  north  is  intercepted  by  a  levee  along  the  State  line 
for  9  miles  east  from  Big  Lake,  and  is  carried  through  Big  Lake 
and  Right  Hand  Chute  to  St.  Francis  River  in  Poinsett  County 
by  continuous  levees  on  both  sides.  About  15,000  acres  within  the 
original  east  meander  line  of  Big  Lake  can  not  be  drained  by  gravity, 
and  the  installation  of  a  pumping  plant  for  this  area  was  planned 
by  drainage  district  No.  IT,  in  1926.  Drainage  ditches  1  mile  apart 
have  been  provided  for  a  large  part  of  the  land  in  those  districts. 
At  the  time  of  beginning  drainage  there  were  farms  and  planta- 
tions on  the  higher  lands  along  the  Mississippi  and  the  banks  of 
bayous  and  streams  in  the  eastern  part  of  the  area,  while  the  western 
part  was  held  mostly  by  timber  companies,  and  lumbering  operations 
were  in  progress.  The  unimproved  land  was  mostly  swampy  or 
subject  to  overflow.     District  No.  17  includes  the  city  of  Blytheville. 

St.  Francis  drainage  district  borders  the  west  bank  of  St.  Francis 
River  and  St.  Francis  Lake  for  most  of  their  length  along  Clay  and 
Greene  Counties.  On  the  west  is  Crowleys  Ridge  which,  crossing 
from  Missouri  into  the  northwest  corner  of  Clay  County,  continues 
southward  through  the  central  portions  of  Greene  and  succeeding 
counties  to  the  mouth  of  St.  Francis  River.  The  surface  of  the 
district  is  flat,  with  a  slight  southwesterly  slope  somewhat  away 
from  but  generally  parallel  to  the  river.  The  district  was  created 
by  a  special  act  of  the  legislature,  and  in  accordance  with  that  act 
built  a  levee  along  the  St.  Francis,  40  miles  in  length  and  9  feet 
high,  to  prevent  overflows,  and  a  drainage  ditch  35  miles  long,  which 
empties  into  the  St.  Francis  at  the  south  end  of  the  district.  Numer- 
ous breaks  in  the  levee,  evidently  due  to  seepage  under  or  through 
the  embankment,  necessitated  extensive  reconstruction  work  during 
the  next  10  years.  Within  this  area,  supplementary  ditch  systems 
have  been  constructed  by  several  independent  drainage  districts 
organized  prior  to  1911,  and  since  that  time  by  a  number  of  sub- 
districts  of  St.  Francis  drainage  district.  The  unimproved  land  is 
mostly  or  entirely  cut-over. 

The  soils  of  the  drainage  districts  in  St.  Francis  Basin  are  alluvial 
in  origin,  the  clays  and  silty  soils  predominating.  Prior  to  construc- 
tion of  the  Government  levees  the  districts  on  Little  River  and 
Tyronza  River  were  subject  to  frequent  overflow  from  Mississippi 
River.  The  soils  of  this  section  are,  then,  of  very  recent  formation 
and  very  fertile,  though  low  and  naturally  in  need  of  drainage  to  be 
fitted  for  agriculture.  Near  the  hills  at  the  northern  border,  the 
streams  from  the  upland  continued  to  spread  sedimentary  material 
upon  the  bottom  lands  until  as  late  as  1915.     In  the  upper  part  of  the 


12  TECHNICAL  BULLETIN   194,  U.  S.  DEPT.  OF  AGRICULTURE 

Little  Kiver  drainage  district  the  soils  are  principally  black  and 
gray  clays,  clay  loams,  and  silt  loams  with  heavier  clay  or  silt  sub- 
soils, classified  as  of  the  Wabash  and  Waverly  series.  In  the  lower 
part  of  this  district  and  in  the  districts  below  in  Mississippi  County, 
r.he  soil  is  very  largely  Sharkey  clay,  a  drab  silty  clay  on  a  sticky 
subsoil  of  similar  texture,  locally  termed  "  buckshot "  because  of  its 
characteristic  tendency  to  break  into  small  aggregates  when  drying, 
rather  than  to  bake  into  hard  clods.  The  higher  front  lands  along 
Mississippi  Kiver,  ordinarily  a  rather  narrow  belt,  are  more  loamy 
and  usually  have  distinctly  sandy  subsoils.  Over  considerable  areas 
in  the  southern  portions  of  Dunklin  and  Pemiscot  Counties  and  the 
adjoining  portion  of  Mississippi  County  "  sand  blows  "  occupy  15  to 
60  per  cent  or  more  of  the  ground  surface.  These  low  mounds  of 
sand,  3  inches  to  2  feet  high  and  8  to  15  feet  in  diameter,  lower  the 
crop  yields  in  those  areas  but  not  in  proportion  to  the  surface 
occupied. 

The  lowlands  along  St.  Francis  Eiver  are  generally  of  much  older 
formation,  though  modification  of  the  portions  nearer  the  stream 
channel  by  overflow  deposits  continued  until  levees  along  that 
stream  were  constructed.  In  the  lowlands  of  eastern  Clay  County 
the  principal  soil  type  is  the  Calhoun  silty  clay  loam,  a  light  gray 
soil  with  a  tight  clay  subsoil,  but  there  are  considerable  areas  of  the 
Sharkey  clay  and  small  areas  of  other  types. 

Cotton  and  corn  are  the  principal  products  of  the  lowlands  in  St. 
Francis  Basin.  The  statistics  for  4,939  farms  indicate  that  half  of 
the  total  acreage  of  crops  harvested  in  1924  was  devoted  to  cotton, 
and  one-third  to  corn.  In  the  northern  part  of  Little  River  drain- 
age district,  corn  was  grown  more  extensively  than  cotton,  while 
wheat  and  other  small  grains  and  clover  and  timothy  hay  were  of 
considerable  importance.  Toward  the  south  a  greater  portion  of  the 
land  was  used  for  cotton  and  less  for  corn  and  other  crops.  The 
farms  are  worked  mostly  by  tenants,  only  1  in  20  to  30  of  the  farmers 
working  their  own  land.  A  large  number  of  the  tenants  are  negroes, 
especially  in  the  southern  part  of  the  area.  One-third  of  the  tenants 
reported  no  work  stock,  indicating  that  they  were  croppers  to  whom 
the  landowner  furnished  stock,  implements,  and  usually  cash  or 
store  credit  for  the  family  living  expenses  during  the  crop-growing 
season.  Half  the  farms  had  beef  or  dairy  cattle;  very  few 
farmers  reported  both.  Considerably  less  than  half  were  keeping 
hogs  and  only  two-thirds  had  chickens.  Livestock  and  livestock 
products  are  not  important  in  this  section,  except  for  home  con- 
sumption, and  evidently  a  majority  of  the  farming  population  buys 
such  provisions  rather  than  raises  them. 

BLACK  AND  CACHE  RIVERS  AREA,  MISSOURI  AND  ARKANSAS 

Inter-River  drainage  district  comprises  virtually  the  entire  area 
between  Black  and  St.  Francis  Rivers  northward  from  the  Arkansas 
boundary  to  the  hills  northeast  of  Poplar  Bluff.  The  land  was  sub- 
ject to  overflow  by  river  floods  and  by  run-off  from  the  hills.  The 
surface  has  a  general  southerly  slope,  and  is  cut  by  numerous 
sloughs.  The  works  comprise  levees  for  the  entire  length  along  St. 
Francis  River  and  most  of  the  length  along  Black  River,  besides 
ditches  that  average  about  1  mile  apart.     Most  of  the  drainage  is 


ECONOMIC  STATUS  OF  DEAINAGE  DISTRICTS  IN  THE  SOUTH        13 

discharged  into  Black  River,  but  the  lower  end  of  the  district  is 
drained  into  ditches  of  Central  Clay  drainage  district.  The  un- 
improved land  is  mostly  cut  over.  Half  of  the  district  is  owned  by 
one  land  company. 

Central  Clay  drainage  district  stretches  entirely  across  Clay 
County  from  north  to  south.  The  eastern  boundary  of  the  district 
is  Crowleys  Ridge ;  the  north  part  of  the  western '  boundary  is 
Black  River.  The  land  is  a  flat  plain,  sloping  southwesterly  at 
about  1  foot  per  mile.  Large  portions  were  inundated  by  overflows 
from  Black  River  and  surface  run-off  from  the  hills  of  Crowleys 
Ridge,  and  nearly  all  needed  drainage  for  local  precipitation.  The 
drainage  works  comprise  levees  along  Black  River  and  an  extensive 
system  of  ditches.  Cache  River,  flowing  southwesterly  through  the 
entire  length  of  the  district,  collects  the  flow  from  these  ditches,  in- 
cluding that  from  75  square  miles  to  the  east  and  60  square  miles  to 
the  north,  and  discharges  it  into  Greene  County.  When  the  drainage 
district  was  organized,  the  unimproved  land  was  mostly  virgin  tim- 
ber ;  in  1926  a  large  part  was  cut  over,  and  lumbering  operations  were 
in  progress.  Both  in  1912  and  in  1926,  60  per  cent  of  the  land  was  in 
one  ownership. 

Cache  River  drainage  district  No.  2  crosses  the  northwest  part  of 
Greene  County  from  the  lower  end  of  Central  Clay  drainage  district 
to  the  northeast  corner  of  Lawrence  County,  between  Crowleys 
Ridge  and  the  high  land  in  the  northwest  corner  of  Greene  County. 
The  district  is  nearly  flat,  its  surface  marked  with  a  few  natural 
watercourses  and  some  low  ridges.  Practically  all  of  the  land  had 
been  included  in  earlier  drainage  districts,  two-thirds  being  in  the 
Cache  River  drainage  district  that  was  organized  in  1907  and  began 
construction  in  1909.  The  drainage  works  by  the  various  enterprises 
include  a  new  channel  for  Cache  River  to  carry  the  flow  from  Clay 
County  through  to  Lawrence  County,  and  a  system  of  lateral  ditches, 
besides  levees  along  the  river  ditch  to  prevent  overflow  in  times  of 
flood. 

Drainage  district  No.  1  of  Greene  and  Lawrence  Counties  extends 
from  the  lower  end  of  Cache  River  drainage  district  No.  2  to  the 
southwest  corner  of  Greene  County,  between  Crowleys  Ridge  on  the 
east  and  Walnut  Ridge  on  the  west.  Cache  River,  which  forms  the 
county  boundary^  flows  southwesterly  through  the  middle  of  the  dis- 
trict. The  land  is  flat,  with  occasional  rather  sandy  ridges  standing- 
a  few  feet  above  the  general  surface.  Three-fourths  of  the  area  was 
naturally  subject  to  overflow  by  Cache  River  floods  and  hill  run-off- 
The  district  has  enlarged  and  improved  Cache  River  channel,  and 
constructed  lateral  ditches  in  both  counties. 

Western  Clay  drainage  district  comprises  all  of  Clay  County  west 
of  Black  River  except  that  west  of  Current  River.  The  land  is 
generally  flat,  cut  by  several  old  creeks  with  wide  bottoms  that  Avere 
naturally  swampy.  The  surface  of  the  large  central  portion  is: 
marked  by  numerous  sandy  hummocks  2  to  10  feet  high.  The  east- 
ern border  comprises  the  low  bottoms  along  Black  River,  some  miles 
in  width,  cut  with  old  river  channels  and  subject  to  frequent  and 
prolonged  overflow.  The  drainage  works  consist  of  levees  along 
Black  River  and  an  extensive  ditch  system.  They  have  been  con- 
structed by  subdistricts,  all  administered  by  the  directors  of  the 
parent  district.     The  unimproved  land  has  been  cut  over. 


14  TECHNICAL  BULLETIN   19  4,  U.  S.  DEPT.  OF  AGRICULTURE 

The  soils  of  the  districts  in  this  area  are  principally  old  alluvium. 
The  most  extensive  types  in  Clay  County  are  the  light-  gray  silt  loam 
and  silty  clay  loam  of  the  Calhoun  series  with  somewhat  sticky  silty 
clay  subsoils.  Belts  of  the  somewhat  darker  Waverly  types,  clays 
and  loams  on  subsoils  rather  lighter  in  texture  than  the  Calhoun 
soils,  occupy  the  low  bottoms  of  Black  and  Cache  Kivers  that  have 
been  subject  to  recent  overflow.  Near  Corning  is  a  sandy  terrace 
with  Waverly  soils  in  the  low  places  between  the  sandy  islands. 
Low  knolls  and  ridges  of  very  sandy  soils,  from  2  to  10  or  12  feet 
high  and  of  varying  extent,  are  numerous  in  western  Clay  County 
on  the  Calhoun  and  associated  Pollard  types.  The  soils  in  Butler 
and  Greene  Counties  are  similar.  In  the  Greene  County  districts, 
low  sandy  ridges  of  appreciable  extent  occur  occasionally. 

The  principal  crop  of  the  drainage  districts  tributary  to  Black  and 
Cache  Rivers  is  cotton,  according  to  data  tabulated  for  816  farms  in 
Clay  and  Greene  Counties,  although  apparently  it  occupied  less 
than  half  the  acreage  harvested  in  1924.  Corn  is  second  in  impor- 
tance, and  hay  third,  while  oats  and  other  small  grains  are  grown 
to  some  extent.  A  small  amount  of  rice  was  grown  in  Western  Clay 
drainage  district,  irrigated  from  wells,  and  observation  in  1926  in- 
dicated that  the  acreage  of  this  crop  was  being  increased.  Nearly 
one-fourth  of  these  farms  were  operated  by  the  owners.  The  cen- 
sus shows  only  two  colored  farmers  in  both  Clay  and  Greene  Coun- 
ties. More  than  four-fifths  of  the  tenants  had  work  stock.  Most  of 
the  farms  had  either  beef  or  dairy  cattle,  and  poultry,  and  the  greater 
portion  had  hogs.  While  very  little  if  any  livestock  and  its  products 
are  shipped  out  of  these  districts,  evidently  the  farms  here  produce 
more  of  their  own  animal  and  vegetable  foods  than  those  in  the  St. 
Francis  Basin  districts. 

SOUTHEASTERN  ARKANSAS 

Cypress  Creek  drainage  district  is  the  only  district  studied  in 
southeastern  Arkansas,  but  it  includes  half  the  acreage  of  all  districts 
in  that  section  of  the  State.  It  comprises  nearly  all  of  Desha  County 
south  and  west  of  the  levee  alon^  Arkansas  and  Mississippi  Rivers, 
and  a  very  small  area  in  Chicot  County.  The  land  surface  is  nearly 
flat,  though  the  banks  of  numerous  creeks  and  bayous  are  more  or 
less  elevated.  The  ground  slopes  from  the  east,  the  west,  and  the 
north  to  the  level  central  portion  of  the  district,  which  is  but  slightly 
higher  than  the  lower  end.  Before  this  district  began  operations, 
the  gap  in  the  levee  at  Cypress  Creek  outlet  admitted  overflow  from 
the  higher  floods  in  the  Mississippi,  which  inundated  a  large  part 
of  the  area.  The  act  that  created  Cypress  Creek  drainage  district 
authorized  the  construction  of  three  large  ditches,  which  have  di- 
verted the  flow  of  Cypress  Creek  into  Bayou  Macon  and  have  pro- 
Tided  the  main  drainage  outlets  for  the  lands  in  the  district.  Fol- 
lowing the  diversion  of  Cypress  Creek,  the  levee  gap  was  closed  by 
the  Mississippi  River  Commission.  The  district  includes  all  of 
drainage  district  No.  1,  organized  in  1907,  comprising  68,000  acres 
in  the  southeast  part  of  Desha  County,  and  all  of  district  No.  2, 
•organized  in  1909,  comprising  6,160  acres  in  the  northwest  part. 
Supplemental  ditches  to  further  benefit  certain  parts  of  its  area  have 
fceen  dug  by  Cypress  Creek  drainage  district ;  by  Kersh  Lake  drain- 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH       15 

age  district,  organized  in  1912,  which  lies  mostly  in  Lincoln  County; 
and  by  drainage  district  No.  5,  which  is  wholly  within  Cypress  Creek 
drainage  district.  The  farm  lands  prior  to  drainage  were  confined 
to  the  high  banks  of  the  rivers  on  the  north  and  east  sides  of  the 
district,  and  the  banks  of  the  larger  bayous.  The  unimproved  land 
was  mostly  cut-over.  About  80  per  cent  of  the  area  was  generally 
swampy  or  too  wet  for  cultivation. 

The  soil  of  this  section  is  the  ordinary  Mississippi  River  alluvium^ 
varying  from  sandy  loam  on  the  tops  of  ridges  to  clay  in  the  depres- 
sions. The  topsoil  is,  as  usual  throughout  the  lowland  region,  modi- 
fied by  decayed  vegetation. 

The  raising  of  cotton  on  small  tenant  farms  is  the  dominant  fea- 
ture of  agriculture  in  the  drainage  districts  of  southeastern  Arkansas. 
This  crop,  according  to  data  from  1,159  farms  in  Cypress  Creek 
drainage  district,  occupied  five-eighths  of  the  acreage  of  all  crops 
harvested  in  1924.  One-fourth  of  the  crop  acreage  was  devoted  to 
corn,  8.5  per  cent  to  hay,  and  3  per  cent  to  oats  and  other  crops.  Ten- 
ants outnumbered  the  farmers  who  owned  the  land  they  worked,  12 
to  1.  The  latter,  however,  harvested  nearly  three  times  as  large  an 
acreage  per  farm.  A  large  majority  of  the  tenants  are  colored. 
About  half  the  tenant  farms  had  neither  horses  nor  mules,  and 
evidently  were  croppers.  Only  about  40  per  cent  reported  either 
beef  or  dairy  cattle ;  about  the  same  portion  reported  poultry,  and 
still  fewer  had  hogs.  It  appears  that  a  large  amount  of  foodstuffs 
were  purchased  that  might  have  been  raised  with  very  little  outlay 
of  cash. 

YAZOO  BASIN,  MISS. 

Northern  drainage  district  and  Bogue  Hasty  drainage  district  oc- 
cupy most  of  the  eastern  half  of  Bolivar  County.  The  ground  is 
generally  flat,  nearly  level  in  the  northern  part,  but  has  a  slight 
fall  to  the  south  in  the  lower  part.  There  are  many  small  sloughs 
and  bayous,  too  small  and  obstructed  in  their  natural  condition  to 
drain  the  land.  From  1915  to  1924,  some  15  subdistricts  and  inde- 
pendent districts  were  organized  wholly  or  partly  within  this  area, 
to  enlarge  or  improve  the  earlier  ditches  or  to  dig  other  ditches. 
Four-fifths  of  the  land  in  Northern  and  Bogue  Hasty  drainage  dis- 
tricts has  been  assessed  in  these  lat^r  enterprises.  A  very  complete 
system  of  outlet  ditches  has  been  provided  for  most,  if  not  for  all,  the 
lands  included.  The  upper  part  of  this  area  is  drained  easterly  to 
Sunflower  River,  or  northerly  to  its  tributary,  the  Hushpuckena,  but 
the  greater  part  is  drained  southerly  into  Bogue  Phalia  which  forms 
the  western  boundary  of  the  Bogue  Hasty  district. 

The  four  districts  in  Washington  County  include  practically  all  the 
county  area  except  the  southwest  corner.  Riverside  drainage  dis- 
trict fronts  on  the  Mississippi  River  levee  for  more  than  30  miles, 
and  includes  the  city  of  Greenville.  Black  Bayou  drainage  district 
lies  in  the  middle  portion  of  the  county,  while  the  Bogue  Phalia  and 
Murphy  Bayou  districts  occupy  the  eastern  portion.  The  land  sur- 
face is  generally  flat,  with  many  winding  sloughs  and  old  overflow 
channels.  Most  of  the  land  in  these  districts  has  a  general  southward 
slope,  but  the  greater  slope  in  the  west  part  of  the  county  is  eastward 
away  from  the  river.  Deer  Creek,  which  separates  the  Riverside  and 
Black  Bayou  districts  from  the  Bogue  Phalia  and  Murphy  Bayou 


16  TECHNICAL  BULLETIN   19  4,  U.  S.  DEPT.  OF  AGRICULTURE 

districts,  has  high  banks  and  drains  no  land  in  Washington  County* 
Black  Bayou  heads  beside  the  Mississippi  River  levee  near  the  north 
county  line,  and  serves  as  the  drainage  outlet  for  the  upper  end  of 
Riverside  drainage  district  and  all  of  Black  Bayou  drainage  district. 
Bogue  Phalia,  the  main  drainage  channel  of  Bogue  Phalia  drainage 
district,  enters  the  district  at  the  north  county  line  with  drainage 
from  Bolivar  County  and  follows  a  winding  course  to  Sunflower 
River  near  the  southeast  corner  of  the  district.  Murphy  Bayou 
drainage  district  also  is  drained  into  Sunflower  River.  All  these  dis- 
tricts have  dug  rather  complete  systems  of  drainage  ditches,  and  the 
Black  Bayou  district  has  installed  a  pumping  plant  for  a  particularly 
low  area  of  about  4,400  acres.  Prior  to  drainage,  a  large  part  of  the 
land  in  Riverside  drainage  district  and  considerable  portions  in  other 
districts  were  owned  in  large  plantations,  which  included  much  un- 
cleared land.  The  cultivated  lands  were  on  the  elevated  portions 
along  the  Mississippi  and  along  the  streams  and  bayous  in  the 
county.  A  large  amount  of  land  in  these  districts  still  is  owned  by 
lumber  companies,  though  most  of  the  area  had  been  cut  over. 

Belzoni  drainage  district  is  bordered  by  Sunflower  River  on  the 
west  and  Yazoo  River  on  the  east.  It  is  typical  Mississippi  River 
flood  plain,  generally  flat  and  cut  by  meandering  sloughs  and  bayous, 
some  of  large  size.  The  banks  of  the  bordering  rivers  and  the  larger 
bayous  are  higher  than  the  general  land  surface.  The  average  ground 
slope  is  about  1  foot  per  mile  to  the  southwest.  Portions  of  the  dis- 
trict were  subject  to  overflow  by  flood  waters  from  Yazoo  River, 
which  receives  the  run-off  from  some  6,000  square  miles  of  hills  in 
the  north  central  part  of  the  State,  and  a  depressed  area  in  the  south- 
western part  is  overflowed  when  backwater  from  Mississippi  River 
floods  raises  the  Sunflower  to  high  stages.  The  district  has  improved 
natural  channels  and  constructed  ditches,  which  drain  most  of  the 
area  to  Sunflower  River,  and  has  built  levees  to  prevent  overflow 
from  Yazoo  River.  When  the  drainage  district  was  organized,  much 
of  the  land  was  owned  in  large  plantations,  which  included  consid- 
erable timberland,  and  by  lumber  companies.  Now,  most  of  the  mer- 
chantable timber  has  been  cut,  and  some  of  the  plantations  have  been 
subdivided  into  smaller  farms. 

Atchaf alaya  drainage  and  levee  district  extends  from  Yazoo  River 
on  the  northeast  to  Sunflower  River  on  the  southwest,  along  Silver 
and  Panther  Creeks.  The  physical  conditions  are.  in  general,  similar 
to  those  in  the  districts  already  described.  The  principal  improve- 
ment works  constructed  comprise  dams  and  levees  to  prevent  over- 
flow from  Yazoo  River  and  a  main  drainage  canal  to  Sunflower 
River. 

The  soils  of  the  drainage  districts  are  the  common  soils  of  the 
Yazoo  Basin.  Until  the  building  of  the  Mississippi  River  levees,  all 
this  area  was  subject  to  occasional  overflow,  and  much  of  it  to  fre- 
quent overflow.  The  soil  is  all  new  alluvium  composed  of  sand,  silt, 
and  clay  from  the  basins  of  the  Ohio,  the  Missouri,  and  the  upper 
Mississippi,  which  have  been  assorted  by  the  varying  currents  of  the 
overflow  water,  mixed  in  the  eastern  part  with  the  wash  from  the 
adjoining  uplands,  and  modified  by  organic  matter  from  the  vegeta- 
tion that  has  grown  upon  the  land.  The  predominating  types  are 
clays  over  the  broad  level  areas,  grading  through  clay  loams  and  silt 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH        17 

loams  to  fine  sandy  loams  in  narrow  strips  on  the  tops  of  some  of  the 
more  elevated  stream  banks.  The  higher,  lighter  soils  are  better 
drained  and  most  largely  in  cultivation.  Some  of  the  clay  lands  are 
difficult  to  cultivate,  being  heavy  and  tight  when  wet  and  breaking 
into  large  hard  clods  when  plowed  dry;  but  probably  a  greater  por- 
tion have  the  "  buckshot  "  characteristic  of  the  Sharkey  clay,  which  is 
stiff  and  sticky  when  moderately  wet  but  on  drying  breaks  into  small 
granules.  Surveys  in  Yazoo  Basin  above  and  below  this  group  of 
drainage  districts  suggest  that  these  soils  are  probably  of  the 
Sharkey,  Sarpy,  and  Yazoo  series. 

In  the  drainage  districts  of  the  Yazoo  Basin  more  than  in  any 
other  section,  agriculture  consists  primarily  of  growing  cotton. 
This  crop  comprised  more  than  three-fourths  of  the  total  harvested 
acreage  in  1924,  in  the  farms  for  which  data  were  compiled.  Corn, 
next  in  importance,  occupied  only  one-sixth  as  large  an  acreage. 
Hay  and  small  grains  are  grown  to  a  small  extent,  but  a  great  many 
of  the  farmers  reported  harvesting  no  crops  but  cotton.  Owner- 
operated  farms  numbered  only  4  per  cent  of  those  identified  as  be- 
longing to  taxpayers  in  the  drainage  districts.  Probably  nine-tenths 
of  the  tenants  are  colored.  Rather  more  than  three-fourths  of  the 
tenants  reported  work  stock.  Less  than  40  per  cent  of  all  farmers 
reported  either  beef  or  dairy  cattle;  one-fourth  reported  hogs,  and 
two-thirds  reported  chickens.  The  purchase  of  foodstuffs  that  might 
be  raised  with  profit  seems  the  common  practice. 

LOUISIANA 

Portage  drainage  district,  in  the  south  central  part  of  Pointe 
Coupee  Parish,  comprises  a  timbered  swamp,  partly  cut-over,  and 
the  surrounding,  slightly  higher  lands  which  are  devoted  mainly  to 
the  production  of  sugarcane.  Exhaustion  of  funds  interrupted  the 
construction  work  for  some  years ;  the  limit  of  taxation  for  drainage 
was  10  cents  per  acre  a  year.  The  swamp  area  was  not  drained 
sufficiently  for  cultivation  in  1926,  and  the  ditches  had  become 
obstructed  with  sediment  and  willow  growth.  About  the  same 
acreage  was  in  use  for  farming  purposes  then  as  when  drainage 
was  begun,  although  it  was  said  that  just  prior  to  1920  half  the  land 
was  being  cultivated. 

White  and  Cypress  Bayou  drainage  district,  in  the  northwestern 
part  of  East  Baton  Rouge  Parish,  is  flat  to  gently  rolling,  and  above 
Mississippi  River  overflow  except  for  a  portion  near  the  outlet  of 
the  main  ditch.  Since  the  drainage  ditches  were  constructed,  a  large 
oil-refining  plant  was  established  in  Baton  Rouge,  in  which  a  great 
many  farmers  and  farm  laborers  of  the  parish  secured  employment, 
resulting  in  the  abandonment  of  a  large  acreage  used  for  farming. 

Drainage  district  No.  2  lies  in  the  western  part  of  Lafourche 
Parish,  along  Bayou  Lafourche.  The  land  is  flat,  and  prior  to 
drainage  three-fourths  of  the  area  w^as  swampy  for  lack  of  outlet. 
Only  gravity  drainage  has  been  provided.  The  unimproved  land 
is  partly  timbered  and  partly  open  prairie. 

Drainage  district  No.  12  of  Lafourche  Parish  embraces  a  rather 
large  area  of  wet  prairie  lands  south  of  Raceland,  but  drainage 
actually  has  been  undertaken  only  by  subdistricts  Nos.  1,  2,  3,  and 

112607-^0 3 


18  TECHNICAL  BULLETIN   19  4,  U.  S.  DEPT.  OF  AGRICULTURE 

4.  These  lie  west  of  Lockport,  on  the  east,  north,  and  west  of  Lake 
Fields,  and  range  from  800  to  4,500  acres  in  size.  As  in  many  other 
drainage  districts  in  southern  Louisiana  the  general  district  is  merely 
a  coordinating  organization.  Each  subdistrict  secures  and  pays  for 
the  drainage  of  its  own  area.  The  land  is  low,  flat,  and  almost 
level,  sloping  from  an  elevation  of  about  3  feet  above  mean  tide  ^  to 
below  lake  level — for  portions  of  the  lake  bed  are  included  and 
drained.  Construction  in  three  of  the  subdistricts  was  begun  as  a 
private  development  of  the  land  for  sale,  before  organization  under 
the  drainage  law.  Each  subdistrict  is  a  separate  drainage  unit, 
surrounded  by  levees  over  which  all  the  drainage  water  is  pumped, 
the  land  being  too  low  for  gravity  drainage.  Each  unit  has  a  system 
of  open  field  and  collecting  ditches.  Prior  to  drainage,  none  of  the 
land  could  be  used  for  agriculture.  Some  v;as  timbered,  but  the 
major  part  was  grass  prairie. 

Delta  Farms  drainage  district  lies  southwest  of  Lake  Salvador. 
Reclamation  of  four  units  was  begun  as  a  private  development  of 
the  land  for  sale.  It  was  open  prairie  swamp,  low  and  level,  drainable 
only  by  building  levees  to  prevent  overflow  from  the  surrounding 
swamp  and  pumping  all  the  water  over  the  embankments.  Each 
reclamation  unit  was  established  as  a  subdistrict.  The  largest  of 
the  subdistricts  was  completely  in  cultivation  in  1926,  but  no  part 
of  the  others  had  been  cultivated.  One  subdistrict,  of  about  2,700 
acres,  discontinued  construction  before  the  projected  works  were 
completed. 

Sunset  drainage  district  comprises  the  land  that,  prior  to  1925, 
formed  subdistrict  Nos.  1,  3,  and  4  of  Municipal  drainage  district 
No.  1,  which  was  organized  to  drain  the  land  for  sale.  The  land 
in  this  district  originally  was  open  swamp,  so  close  to  tide  level 
that  it  can  be  drained  only  by  diking  and  pumping.  Not  more  than 
5  per  cent  of  the  land  was  timbered. 

Jefferson-Plaquemines  drainage  district  occupies  all  the  large  bend 
in  Mississippi  River  below  New  Orleans.  The  river  front  lands  are 
relatively  high,  and  have  been  cultivated  in  large  part  for  more  than 
a  century.  They  are  old  sugarcane  plantations,  which  sloped  back 
into  the  swamp  that  formed  the  central,  western,  and  southwestern 
portion  of  the  district.  The  greater  part  of  this  swamp  was  tim- 
bered. Protection  against  overflow  from  the  Mississippi  is  given 
by  the  Government  levees.  District  levees  prevent  back  flow  from 
the  swamp  on  the  west  and  south.  Ditches  have  been  dug  in  the 
low  part  of  the  district,  and  a  large  pumping  plant  installed,  biit 
a  considerable  area  is  under  water  every  year  from  rainfall  within 
the  district.  In  1926,  a  great  deal  of  old  sugar  land  had  grown  up 
to  weeds  and  brush,  and  in  the  central  part  of  the  district  some  of 
the  small  farms  that  had  been  established  subsequent  to  drainage 
were  unoccupied.  About  one-third  of  the  district,  including  much 
in  the  middle  portion,  is  held  in  one  ownership. 

Bayou  Terre-aux-Boeufs  drainage  district  comprises  a  little  more 
than  half  of  St.  Bernard  Parish,  including  the  central  and  southern 
portions.  The  district  includes  part  of  the  low  ridge  that  extends 
from  Mississippi  River  eastward  through  the  middle  of  the  parish ; 

"^  OKEY,    C.    W.       the    wet    lands    of    southern    LOUISIANA    AND    THEIR    DRAINAGE.       U.    S. 

Dept.  Agr.  Bui.  71,  82  p.,  illus.     1914. 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH       19 

fourth-fifths  or  more  of  the  area  is  marsh,  too  level  and  low  to  be 
drained  by  gravity.  The  ridge  lands  naturally  are  timbered,  the 
marshes  mostlv  open.  The  levee  along  Mississippi  River  ordinarily 
prevents  overflow  from  that  source.  Two  drainage  canals  were  dug 
by  the  district.  Half  the  area  was  owned  by  a  land  company  that 
expected  to  develop  and  sell  it.  A  few  subdistricts  were  organ- 
ized, which  constructed  levees  and  ditches  and  installed  pumping 
plants,  but  were  wrecked  by  storms  and  abandoned.  It  was  esti- 
mated that  about  5  per  cent  of  the  Bayou  Terre-aux-Boeufs  drainage 
district  may  have  been  improved  at  the  time  of  beginning,  but  the 
greater  part  of  this  has  grown  up  with  trees  and  heavy  brush.  The 
State  now  holds  140,000  acres  in  the  district  for  nonpayment  of  taxes. 

The  soils  of  the  above-described  drainage  districts  in  Lousiana  are 
new  alluvium,  modified  by  varying  amounts  of  decayed  vegetation. 
In  Pointe  Coupee  Parish  they  vary  from  clay  in  the  lowest  portions 
to  fine  sandy  loam  on  the  elevated  stream  banks,  with  heavier  loams 
between.  In  the  wet  prairie  or  coastal  area,  the  soils  comprise  sandy 
loam,  loam,  and  clay  of  the  Yazoo  series,  Sharkey  clay,  muck,  and 
Galveston  clay.  These  Yazoo  types  are  ridge  soils,  of  very  limited 
extent,  sufficiently  elevated  to  be  drained  by  gravity.  The  other 
three  types  form  the  great  bulk  of  the  swampy  soils  in  the  coastal 
parishes.  The  Sharkey  clay  is  heavy,  black  in  the  top  5  or  6  inches 
due  to  a  large  content  of  organic  matter  and  with  a  brown  or  drab 
waxy,  impervious  clay  subsoil.  It  shrinks  greatly  on  drying,  leav- 
ing large  sun  cracks ;  it  breaks  up  readily  under  the  plow.  .  Most 
of  this  type  is  forested  with  hardwoods  on  the  better-drained  por- 
tions and  cypress  in  the  wetter  portions.  The  muck  type  is  an  ac- 
cumulation of  decayed  and  decaying  vegetable  matter  over  the 
Sharkey  clay.  Where  this  mass  contains  a  considerable  percentage 
of  clay  or  silt,  the  soil  is  classed  as  Galveston  cl?ij.  A  part  of  the 
muck  is  forested,  but  more  is  open  grass-covered  prairie,  while  the 
Galveston  clay  bears  only  a  growth  of  marsh  grass.^ 

Corn  was  the  principal  crop  grown  in  1924  in  Portage  drainage 
district  and  in  drainage  district  No.  12  of  Lafourche  Parish.  In  the 
former  district  corn  occupied  slightly  more  than  half  the  acreage 
harvested,  and  sugarcane  was  second  in  importance,  being  grown  on 
more  than  twice  the  acreage  devoted  to  cotton.  In  the  latter  dis- 
trict, farmed  in  considerable  part  by  settlers  from  the  North  Central 
States,  the  corn  acreage  probably  is  a  greater  percentage  of  all  har- 
vested than  the  average  for  even  the  wet  prairie  reclamation.  The 
percentages  in  cotton  and  in  sugarcane  appeared  to  be  less  than  the 
averages  for  similar  districts  in  the  same  section  of  the  State. 
Vegetables  for  shipment  to  northern  cities  are  of  some  importance  in 
this  locality.  In  each  of  these  districts  tenant  farms  comprise  a 
smaller  portion  of  the  whole  than  in  any  other  group  studied  in  the 
lower  Mississippi  Valley  except  that  tributary  to  Black  and  Cache 
Rivers  in  Arkansas.  There  are  few  if  any  colored  farmers  in  the 
drainage  district  in  Lafourche  Parish,  but  in  Pointe  Coupee  Parish 
a  large  portion  are  colored.  Most  of  the  farmers  reported  horses  or 
mules.  Sixty  per  cent  of  the  farmers  reported  cattle,  two-thirds 
reported  hogs,  and  nearly  all  reported  chickens.     In  the  Lafourche 

»  OKEY,    C.    W.       the    wet    lands    of    southern    LOUISIANA    AND    THEIR    DRAINAGE.       U.     S. 

Dept.  Agr.  Bui.  652,  67  p.,  illns.     1918.      (U.  S.  Dept.  Agr.  Bui.  71,  rev.) 


20  TECHNICAL  BULLETIN   194,  U.  S.  DEPT.  OF  AGRICULTURE 

Parish  district  every  farm  (as  far  as  identified  and  tabulated)  had 
work  stock,  and  as  compared  with  the  other  district,  a  larger  por- 
tion had  cattle  but  a  smaller  portion  had  hogs.      . 

EASTERN  NORTH  CAROLINA 

Moyock  drainage  district  lies  on  the  edge  of  Dismal  Swamp.  It 
includes  cultivated  land  southwest  of  the  town  of  Moyock,  and  a 
larger  acreage  of  timbered  and  cut-over  swamp  land.  The  surface 
is  nearly  flat,  with  a  gradual  slope  of  about  1  foot  per  mile  to  the 
northeast,  so  the  farm  land  frequently  was  kept  wet  for  considerable 
periods  by  surface  flow  from  the  swamp.  The  drainage  district  dug^ 
ditches  which  protect  from  overflow  and  provide  outlet  drainage  for 
the  greater  part  of  the  area,  including  the  farm  lands.  At  the  time 
of  organization,  one  lumber  company  owned  two-thirds  of  the  dis- 
trict, most  of  it  cut  over.  A  large  part  of  the  land  that  was  cleared 
at  that  time  had  been  under  cultivation  for  three-quarters  of  a. 
century.  In  1926  most  of  the  unimproved  land  outside  of  the  old 
farms  was  held  by  one  realty  corporation. 

Albemarle  drainage  district  is  adjoined  by  Washington  County^ 
drainage  district  No.  4  on  the  east  and  by  Pantego  drainage  district 
on  the  south.  The  land  is  flat,  with  a  southeasterly  slope  of  about 
1  foot  per  mile.  The  drainage  outlet  is  Pungo  Kiver.  The  Wash- 
ington County  No.  4  district  is  a  subdistrict  in  Pungo  River  drain- 
age district  of  Washington,  Hyde,  and  Beaufort  Counties,  which 
improved  the  channel  of  Pungo  River  about  1912.  The  only  natu- 
ral drainage  ways  within  the  area  are  shallow  swales,  quite  inad- 
equate to  remove  the  rainfall  upon  the  area  and  the  surface  flow 
from  certain  lands  on  the  west;  therefore,  most  of  the  land  was 
swampy  or  wet  for  long  periods.  Each  of  these  districts  has  con- 
structed a  system  of  drainage  ditches.  At  the  time  of  organization,, 
the  major  portion  of  Pantego  drainage  district  was  included  in 
farms,  though  the  greater  part  was  uncleared.  Some  6.500  acres 
of  cut-over  land  nearly  surrounded  by  this  district  was  owned  by  a 
land-selling  company  which  successfully  opposed  inclusion  in  the 
district  but  cooperated  in  construction  of  the  ditch  system.  (This 
area  is  not  included  in  Table  1.  A  large  part  of  it  was  being  farmed 
in  1926.)  Practically  all  of  Washington  County  drainage  district 
No.  4,  at  the  time  of  organization,  was  owned  by  one  lumber  com- 
pany. In  Albemarle  drainage  district,  seven-eighths  of  the  land 
was  held  in  1925  by  one  land-settlement  company.  In  1926  some 
unoccupied  farms  or  clearings  were  seen  in  the  No.  4  and  the  Al- 
bemarle districts. 

Mattamuskeet  drainage  district  comprises  50,000  acres  in  the  bed 
of  Lake  Mattamuskeet  and  an  equal  area  surrounding  it.  The  low- 
est part  of  the  lake  bed  is  about  3  feet  below  sea  level,  and  the 
surrounding  ridge  is  4  to  8  feet  above  sea  level.  The  principal 
promoters  of  the  district  were  parties  who  had  purchased  the  lake 
bed  to  drain  and  sell  it.  About  half  the  area  outside  of  the  lake 
had  been  farmed  for  many  years,  having  some  degree  of  drainage 
through  ditches  discharging  into  the  lake  or  into  the  swamp  on  the 
other  side  of  the  ridge^  The  rest  of  the  land  outside  of  the  lake 
was  cut-over.  Ditches  were  dug  in  the  lake,  and  pumps  of  1,000,000 
gallons  per  minute  capacity  were  installed  to  empty  the  lake  and 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH       21 

handle  all  the  drainage  from  the  district.  Financial  difficulties  have 
delayed  this  enterprise.  In  1926,  the  area  of  water  in  the  lake  had 
been  reduced  to  about  10,000  acres  and  its  depth  to  a  few  inches, 
and  plans  were  made  to  clean  out  the  ditches  and  complete  the 
drainage.  There  was  no  timber  on  the  lake  bed,  and  a  large  part 
-of  it  was  bare  earth. 

The  soils  of  the  drainage  districts  in  eastern  North  Carolina  range 
from  peat  to  sandy  loam.  The  Dismal  Swamp  portion  of  Moyock 
•drainage  district  is  brown  peat,  more  or  less  fibrous,  on  sand  and 
-clay  subsoils,  bordered  by  a  well-decayed  brown  peaty  muck.  The 
principal  types  in  the  other  portion  are  the  dark  Hyde  loam  on 
sandy  clay  to  clay  subsoil,  and  the  gray  Bladen  silt  loam  with  a 
sticky  clay  subsoil.  There  are  lesser  acreages  of  fine  sandy  loam 
of  the  Norfolk  and  Elkton  series,  having  subsoils  of  friable  sandy 
clay  to  heavy  clay.  Most  of  the  Albemarle  and  Pantego  drainage 
•districts  is  black  or  dark  loamy  muck,  30  inches  to  several  feet  deep, 
generally  on  a  gray  fine  sand  underlain  by  a  fine  sandy  clay,  but 
sometimes  on  a  clay  subsoil.  There  are  lesser  acreages  of  loam  of 
the  Hyde  and  the  Bladen  series,  black  or  grayish  brown  on  subsoils 
ranging  from  sandy  loam  to  heavy  plastic  clay.  The  soils  in  Wash- 
ington County  drainage  district  No.  4  probably  would  be  classified 
similarly.  The  bed  of  Lake  Mattamuskeet  is  principally  a  very  fine 
sandy  loam  more  than  3  feet  deep,  but  includes  considerable  acreages 
of  a  lighter  loam  and  fine  sand.  The  surrounding  soils  grade  from 
very  fine  sandy  loam  to  mucky  loam,  of  the  Hyde  series,  and  to  peat 
3  to  8  feet  deep.  The  subsoils  of  this  district  are  sand,  for  the  most 
part. 

Of  the  harvested  acreage  in  these  drainage  districts,  half  or  more 
was  devoted  to  corn  and  one-tenth  to  cotton,  according  to  the  data 
secured  for  Moyock,  Washington  County  No.  4,  and  Pantego  drain- 
age districts.  Stock  pea  hay  was  grown  to  a  considerable  extent ;  pea- 
nuts, potatoes,  sweetpotatoes,  and  vegetables  are  also  of  some 
importance.  A  larger  part  of  the  farms  are  operated  by  owners 
than  in  any  group  of  drainage  districts  for  which  data  have  been 
tabulated  except  the  South  Carolina  district.  A  major  part  of  the 
farmers  in  these  districts  are  white.  About  one-half  of  the  tenants 
had  work  stock.  Half  the  farmers  had  cattle,  two-thirds  had  hogs, 
and  three- fourths  had  chickens. 

SOUTHERN  NORTH  CAROLINA 

Flea  Hill  drainage  district  lies  northeast  of  Fayetteville,  bordered 
on  the  north  and  west  by  Cape  Fear  River.  The  area  is  nearly 
flat,  with  some  low  ridges  and  swales.  It  receives  creek  water  and 
seepage  from  high  sandy  lands  on  the  east,  and  drainage  directly 
into  Cape  Fear  River  is  prevented,  except  at  one  point,  by  a  ridge 
along  the  river  bank.  Ditches  have  been  dug  to  intercept  the  flow 
from  adjoining  lands,  and  to  drain  the  swales.  At  the  time  of 
beginning,  probably  two-thirds  or  more  of  the  area  was  in  farms. 
The  unimproved  land,  including  much  in  the  farms,  was  timbered 
or  cut-over. 

Back  Swamp  and  Jacob  Swamp  drainage  district  lies  along  the 
south  side  of  Lumber  River  for  approximately  26  miles  west  and 
south  of  Lumberton.     The  land  is  nearly  flat,  with  an  average  fall 


22  TECHNICAL  BULLETIN   194,  U.  S.  DEPT.  OF  AGRICULTURE 

of  about  2y2  feet  per  mile  lengthwise  of  the  district  and  a  gradual 
slope  from  the  sides  to  the  central  portion.  The  natural  waterways 
are  broad,  shallow,  meandering  swamps  overgrow^n  with  trees  and 
brush.  The  drainage  works  provided  are  ditches  to  drain  the 
swamps  and  give  outlet  for  lateral  drains  to  be  con'structed  later  as 
the  land  should  be  developed.  When  the  district  was  organized,  the 
land  was  owned  mostly  in  small  farms  and  large  plantations.  The 
unimproved  land  was  timbered  or  cut  over. 

The  soils  of  the  Flea  Hill  drainage  district  are  second-bottom  or 
terrace  soils,  of  the  Roanoke,  Cape  Fear,  Wickham,  and  Altavista 
series.  The  loam,  silt  loam,  and  sandy  loam  types  prevail.  The 
heavier  soils  are  generally  black  or  gray,  on  plastic  clay  to  silty  clay 
loam  subsoils,  while  the  lighter  soils  are  reddish  to  vellowish,  usually 
on  heavy  but  friable  sandy  clay  to  clay  subsoils.  The  principal  soil 
types  in  Back  Swamp  and  Jacob  Sw^amp  drainage  district  are  sandy 
loam  of  the  Norfolk  and  Portsmouth  series,  and  swamp.  The  loams 
are  grayish  or  black  in  color  and  medium  to  coarse  in  texture,  under- 
lain by  sticky  subsoils  of  sandy  clay  or,  in  some  places,  sandy  loam. 
The  swampy  area  varies  from  heavy  loam  to  coarse  sand,  and  much 
of  it  probably  could  be  classed  with  the  Portsmouth  series  when 
drained. 

Half  the  harvested  acreage  in  Flea  Hill  drainage  district  was 
devoted  to  cotton  in  1924,  according  to  the  data  tabulated,  and  un- 
doubtedly a  larger  portion  was  used  for  this  crop  in  Back  Swamp 
and  Jacob  Swamp  drainage  district.  (Data  for  farms  in  the  latter 
enterprise  were  not  compiled.)  Corn  probably  comprised  in  acreage 
a  third  or  more  of  all  crops  harvested  in  both  districts.  Hay,  con- 
sisting principally  of  annual  legumes,  and  small  grains  and  tobacco 
also  are  of  appreciable  importance.  Apparently  two-thirds  of  the 
farms  are  operated  by  tenants,  of  whom  the  major  part  are  colored. 
Three- fourths  of  the  tenants  reported  horses  or  mules.  About  three- 
fourths  had  cattle,  about  four-fifths  had  hogs,  and  nearly  all  had 
some  poultry. 

SOUTH    CAROLINA 

Cowcastle  drainage  district  lies  southeast  of  the  city  of  Orange- 
burg, about  18  miles  long  and  4  miles  in  greatest  width.  Length- 
wise of  the  district,  the  ground  slope  averages  fully  5  feet  per  mile, 
but  is  much  less  in  the  lower  part.  Transversely,  the  upper  portion 
of  the  area  is  nearly  flat,  the  lower  part  somewhat  undulating  and 
broken.  Water  stood  for  long  periods  in  the  flat  bays  and  ponds, 
while  the  broad,  shallow,  winding  course  of  Cowcastle  Swamp  is 
quite  inadequate  as  a  drainage  outlet.  The  district  has  provided  a 
main  ditch  through  Cowcastle  Swamp,  and  laterals  in  the  wet  bays. 
The  unimproved  land  was  mostly  cut  over  prior  to  drainage.  The 
improved  acreage  has  not  been  extended  since  drainage. 

Rum  Neck  drainage  district  is  a  small  enterprise  in  eastern 
Orangeburg  County,  generally  similar  to  Cowcastle  drainage  district. 

The  soils  in  Cowcastle  drainage  district  have  been  classified  as 
principally  fine  sandy  loams  of  the  Portsmouth  and  Norfolk  series, 
and  swamp  in  the  lowest,  wettest  portion.  The  fine  sandy  loam 
types  are  described  as  usually  having  a  sandy  clay  subsoil.  The 
swamp  type  is  an  unclassified  mixture  of  sand,  silt,  and  clay. 


ik 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH       23 

Cotton,  the  most  important  crop  in  Cowcastle  drainage  district, 
occupied  slightly  less  than  half  the  total  acreage  of  crops  harvested, 
according  to  the  data  secured.  Nearly  one-third  of  the  crop  acreage 
was  devoted  to  com.  Oats,  which  are  mostly  fed  unthreshed,  legumes 
for  hay,  velvetbeans,  and  peanuts  are  also  grown.  Forty  per  cent  of 
the  farms  tabulated  were  operated  by  the  owners,  the  same  as  for  the 
farms  in  the  drainage  districts  in  eastern  North  Carolina.  The  major 
portion  of  the  tenants  in  Cowcastle  drainage  district  are  colored. 
Three-fourths  of  the  tenant  farmers  reported  horses  or  mules,  fwo- 
thirds  of  all  farms  had  cattle,  and  like  portions  had  hogs  and 
chickens. 

ST.  JOHNS  BASIN,  FLA. 

Baldwin  drainage  district  lies  12  to  24  miles  west  of  Jacksonville. 
The  land  is  flat  to  gently  rolling,  and  almost  level,  on  the  divide  be- 
tween St.  Marys  and  St.  Johns  Rivers.  The  drainage  works  consist 
of  open  ditches  that  drain  a  part  of  the  land  to  St.  Marys  River  at 
the  northwest  corner,  but  more  to  tributaries  of  the  St.  Johns.  The 
principal  promoters  were  owners  of  large  tracts  which  were  to  be 
subdivided  and  sold  as  small  farms.  A  considerable  acreage  appar- 
ently had  been  cleared  of  trees  and  then,  either  before  or  after  culti- 
vation, abandoned  to  weeds  and  brush.  The  unimproved  land  is 
mostly  covered  with  a  scattering  growth  of  pine  and  oak. 

Bostwick  drainage  district  and  East  Palatka  drainage  district  are 
in  the  flatwoods  section  of  eastern  Putnam  County,  the  one  on  the 
west  and  the  other  on  the  east  of  St.  Johns  River.  The  land  is  nearly 
flat,  with  faint  knolls  and  depressions,  and  lacks  natural  drainage 
channels.  The  unimproved  area  mostly  bears  a  more  or  less  scatter- 
ing growth  of  pine,  while  cypress  grows  in  the  loAvest  places,  but 
most  of  the  merchantable  timber  has  been  cut  out.  The  major  part 
of  the  Bostwick  district  was  owned  in  the  beginning  by  lumber  and 
land  companies.  The  drainage  works  consist  of  open  ditches  dis- 
charging into  St.  Johns  River. 

Hastings  drainage  district  and  South  Hastings  drainage  district 
are  almost  level  flatwoods,  with  faint  ridges  and  shallow  depres- 
sions of  varying  size,  without  adequate  natural  drainage  courses. 
The  more  elevated  portions  bear  a  growth  of  pine,  interspersed  with 
grassy  meadows,  while  the  swampy  portions  have  a  heavy  growth  of 
cypress,  oaks,  and  gums.  Much  of  the  pine  is  boxed  for  turpen- 
tine. Scrub  saw  palmetto  is  common.  The  drainage  works  consist 
of  open  ditches.  In  South  Hastings  drainage  district  fully  half 
the  land  was  held  for  sale  by  one  firm  in  1926,  and  most  of  the  re- 
mainder by  nonresident  owners. 

In  New  Smyrna-De  Land  drainage  district,  conditions  are  gener- 
ally somewhat  similar  to  those  in  South  Hastings  drainage  district. 
About  43,000  acres  of  this  area  was  organized  in  1916  as  Lake  Ashby 
drainage  district.  Financial  difficulties  interrupted  work  in  1919, 
and  construction  was  not  resumed  until  1925,  when  the  district  had 
been  reorganized  and  refinanced  as  New  Smyrna-De  Land  drainage 
district.  About  13,000  acres  were  added  the  following  year.  The 
older  drainage  ditches  were  being  cleaned,  and  some  additional 
ditches  were  being  dug  in  1926. 


24  TECHNICAL  BULLETIN   194,  U.  S.  DEPT.  OF  AGRICULTITBE 

The  soils  of  tlie  drainage  districts  in  St.  Joiins  Basin  are  classi- 
fied as  fine  sands  of  the  Bladen.  Portsmouth,  Plummer,  Norfolk, 
Leon,  and  St.  Johns  series,  with  some  Bladen  fine  sandy  loam  and 
appreciable  areas  of  muck,  peaty  muck,  and  unclassified  swamp  soils. 
The  Bladen  types  are  most  extensive.  The  subsoils  range  from  sand 
to  tight  clay  hardpan,  but  generally  are  of  heavy,  plastic  sandy  clay 
or  clay. 

Potatoes  and  early  vegetables  are  the  most  important  crops  in  the 
St.  Johns  Basin  district,  the  Hastings  district  being  particularly 
noted  for  potatoes.  Some  small  patches  of  corn  and  sugarcane  were 
observed,  and  some  small  plantings  of  oranges  and  pecans  of  which 
part  were  suffering  from  neglect.  A  few  cattle  ranches  were  noticed 
in  Soutli  Hastings  drainage  district. 

CENTRAL   FLORmA 

Taft  drainage  district,  in  the  southern  part  of  Orange  County,  is 
generally  flat  and  nearly  level  with  shallow  depressions  and  faint 
ridges.  The  area  is  principally  palmetto  fiatwoods,  bearing  a  scat- 
tering growth  of  pine  and  scrub  palmetto,  from  which  the  mer- 
chantable timber  has  been  cut.  There  are  occasional  open  grassy 
prairies,  and  many  wet  sloughs  or  swamps  with  a  thick  growth  of 
cypress.  The  drainage  district  has  dug  ditches  to  drain  most  of  the 
land  into  tributaries  of  Kissimmee  Eiver.  Some  of  the  cypress  ponds 
are  too  low  to  be  drained  by  the  ditches,  and  in  1926  one  development 
company  had  begun  drilling  deep  wells  to  drain  certain  of.  these 
lands.  When  drainage  was  undertaken,  the  area  was  owned  prin- 
cipally by  a  few  land-selling  companies,  although  there  were  several 
hundred  owners  of  5-acre  to  lO-acre  tracts. 

Peace  Creek  drainage  district  extends  south  from  Lake  Hamilton 
for  about  15  miles.  The  land  is  low  and  flat,  including  flatwoods 
and  prairie,  although  a  large  portion  is  heavily  timbered  with  cy- 
press, tupelo  gum,  and  other  water-loving  trees.  The  drainage  dis- 
trict dug  ditches  to  drain  the  lands  into  Peace  Creek.  Additional 
ditches  needed  for  a  part  of  the  land  have  been  planned.  Most  of 
the  land  was  held  by  development  companies  for  resale  in  small 
tracts. 

The  soils  of  the  Taft  drainage  district  have  been  classified  as 
principally  fine  sand  of  the  Leon  and  Plummer  series,  which  are 
light-gray  soils  low  in  organic  matter,  on  subsoils  of  similar  texture. 
The  Leon  type  has  a  layer  of  impervious  hardpan  beneath  the  surface 
soil  which  prevents  the  rise  of  water  by  capillarity  in  times  of 
drought.  In  this  district  there  are  also  appreciable  areas  of  muck, 
peaty  muck,  and  peat,  which  also  constitute  the  major  part  of  the 
Peace  Creek  drainage  district. 

In  Taft  drainage  district  in  1926  were  a  very  few  settlers  remain- 
ing from  a  citrus  and  truck  development  attempted  before  drainage, 
and  evidences  of  more  recent  efforts  to  sell  small  farm  lots.  A  few 
small  orange  and  banana  groves  were  seen,  also  a  very  few  chicken 
farms  and  dairy  or  stock  farms.  In  Peace  Creek  drainage  district 
was  an  abandoned  banana  plantation,  which  had  been  undertaken 
as  a  speculative  development  and  had  failed.  The  only  farming 
being  done  in  the  district  was  by  some  tenants  of  one  landowner,  who 
were  growing  peas,  beans,  corn,  tomatoes,  and  other  truck. 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH       25 
WEST  COAST  AKEA,  FLORIDA 

Lake  Largo-Cross  Bayou  drainage  district  and  Pinellas  Park 
drainage  district  together  occupy  nearly  the  full  width  of  the  penin- 
sula of  Pinellas  County  at  its  middle  part.  The  land  is  typical 
flatwoods,  level  and  covered  with  a  scattering  growth  of  pine  and 
•considerable  saw  palmetto.  The  ditches  that  have  been  dug  appar- 
-ently  drain  the  land.  The  enterprises  were  initiated  in  order  that 
the  owners  of  large  tracts  might  subdivide  and  sell  them  in  small 
lots  for  growing  citrus.  All  of  Pinellas  Park  drainage  district  was 
said  to  have  been  subdivided  in  1925  for  suburban  residence  lots. 

Sugar  Bowl  drainage  district  is  nearly  all  palmetto  prairie,  level 
grassland  with  saw  palmetto  in  most  places,  through  which  are 
scattered  occasional  sloughs  with  swamp  vegetation,  some  pine  flats 
of  small  extent,  and  some  hammocks  heavily  covered  with  live  oak, 
•cabbage  palmetto,  and  undergrowth.  Ditches  have  been  dug  that 
have  drained  most  of  the  land,  discharging  into  Myakka  River, 
The  district  was  said  to  have  been  organized  to  drain  the  land  for 
growing  sugarcane,  but  this  purpose  never  was  realized.  Much  of 
the  land  is  held  in  large  tracts,  and  one  of  the  large  owners  is  con- 
sidering the  feasibility  of  developing  the  land  for  sale  as  dairy  or 
stock  farms. 

Limestone  drainage  district  was  organized  when  Hardee  County 
^vas  a  part  of  DeSoto  County.  About  three-fourths  of  this  area  was 
woodland,  from  Avhich  the  merchantable  timber  had  been  cut,  and 
about  one-fourth  was  saw-grass  prairie. 

lona  drainage  district  lies  along  the  south  bank  of  Caloosohatchie 
River  below  Fort  Myers.  Of  the  24,000  acres  within  the  district, 
3,000  acres  are  too  low  for  drainage  by  gravity.  The  land  is  mostly 
pine  flatAvoods,  Avith  some  saw  palmetto.  It  slopes  gradually  from 
an  elevation  of  about  15  feet  down  to  sea  level.  The  works  comprise 
■ditches  to  intercept  surface  flow  from  adjoining  land  and  to  collect 
the  drainage  of  the  district,  and  some  small  levees  in  the  lower  part 
Avith  sluice  gates  to  prevent  inflow  of  tidcAvater.  The  enterprise  Avas 
organized  principally  to  enable  owners  of  large  acreages  to  deA^elop 
and  sell  the  land  in  small  tracts  for  groAving  citrus  fruits.  Artesian 
Avells  supply  Avater  for  irrigation  and  for  protection  against  light 
frosts. 

The  soils  of  the  drainage  districts  in  Pinellas  County  are  mainly 
Portsmouth  fine  sand  and  Fellowship  fine  sandy  loam.  The  former 
is  the  more  extensive.  It  commonly  has  a  tight  hardpan  stratum  at 
about  a  depth  of  24  inches,  Avhile  the  other  has  characteristically  an 
impervious  sandy  clay  subsoil.  In  the  other  districts,  the  soils  have 
not  been  classified.  They  are  almost  uniA'ersally  sandy,  the  surface 
soil  darkened  b}^  varying  amounts  of  organic  matter.  The  flatAvoods 
A^egetation  suggests  a  hardpan  or  other  tight  subsoil.  In  the  loAver 
portion  of  lona  drainage  district  the  soil  may  be  only  a  foot  or  less 
in  thickness  over  the  lime  rock. 

Agriculture  in  the  Pinellas  County  drainage  districts  in  1926 
apparently  consisted  of  several  small  dairy  farms,  which  used  the 
unoccupied  lands  for  pasture,  and  some  remnants  of  a  citrus  devel- 
opment, for  Avhich  the  land  was  said  to  be  unsuited.  In  Sugar  Bowl 
drainage  district  a  considerable  number  of  natiA^e  cattle  Avere  ranging 
the  prairie,  and  Brahman  bulls  introduced  into  the  herds  evidently 
Avere  developing  a  mixed  breed  that  was  larger  and,  the  stockmen 


26  TECHNICAL  BULLETIN   19  4,  U.  S.  DEPT.  OF  AGRICULTURE 

hoped,  would  be  more  profitable.  About  two-thirds  of  the  cultivated 
land  in  lona  drainage  district  was  planted  in  citrus  and  the  other 
third  to  truck  crops. 

INDIAN  RIVER  AREA,  FLORIDA 

Fellsmere  drainage  district  compri!^ed  flatwoods  in  the  eastern 
part.  About  one-fiith  was  prairie,  but  probably  the  major  part  was 
native  grass  or  brush-covered  swamp.  The  enterprise  was  organized 
to  drain  lands  for  sale.  Ditches  were  dug  for  a  part  of  the  area,  and 
levees  to  protect  against  overflow  from  adjoining  marshlands;  but 
the  development  company  failed,  and  a  large  number  of  the  settlers 
moved  awav.  A  land-sales  company  owned  fully  half  the  land  in 
1926. 

Indian  River  Farms  drainage  district  was  about  half  prairie  and 
half  pine  flatwoods,  with  occasional  hammocks  and  muck  ponds. 
The  drainage  w^as  begun  as  a  private  development  of  small  farms  for 
sale.  The  drainage  works  provided  by  the  company  consisted  of 
ditches  one-half  to  1  mile  apart,  and  levees  along  the  western  bound- 
ary to  protect  against  overflow  from  the  adjoining  swamp.  The 
drainage  district,  composed  almost  entirely  of  the  lands  that  were 
owned  or  had  been  sold  by  the  development  company,  was  organized 
for  the  purpose  of  maintaining  and  improving  the  drainage  system. 

Fort  Pierce  Farms  drainage  district  borders  Indian  River  Farms 
drainage  district  along  the  county  line.  About  half  the  land  is  flat 
pine  woods,  the  other  prairie ;  all  was  swampy  or  wet  before  drainage. 
Two-thirds  of  this  area  was  owned  by  a  company  that  began  develop- 
ment of  this  portion  of  their  holdings  in  1913,  to  make  the  land 
salable  as  farms.  The  drainage  district  was  organized  in  1919  with 
15,600  acres,  to  put  in  more  ditches  and  maintain  the  works;  it  was 
enlarged  to  23,750  acres  in  1923.  Ditches  were  dug  at  ^-mile  in- 
tervals, and  a  low  levee  was  built  to  prevent  overflow  from  the 
swamp  adjoining  the  western  portion. 

North  St.  Lucie  River  drainage  district  adjoins  the  south  boundary 
of  Fort  Pierce  drainage  district.  More  than  three-fourths  of  the 
land  was  pine  flatwoods,  and  the  remainder  largely  prairie,  with 
very  small  portions  of  hammock  lands  and  muck  ponds.  Ditches 
have  been  dug  at  %-mile  intervals,  and  a  levee  built  on  the  north 
and  west  sides  to  prevent  overflow. 

The  soils  of  the  drainage  districts  studied  in  the  Indian  River  sec- 
tion consist  principally  of  fine  sand  over  hardpan  in  the  flatwoods 
portions,  fine  sandy  loam  on  fine  sandy  clay  in  the  grassy  prairies, 
and  muck  in  the  low  pockets  and  the  brushy  swamp  areas.  The  sand 
and  sandy  loam  are  colored  with  more  or  less  organic  matter  in  the 
surface  layer.  The  muck  varies  from  1  or  2  feet  to  8  or  10  feet  in 
depth,  the  upper  portion  being  often  quite  turfy  in  character.^ 

Citrus  and  truck  are  the  important  crops  in  the  drainage  districts 
in  the  Indian  River  section.  Grapefruit  and  orange  groves  occupy 
the  greater  portion  of  the  cultivated  acreage.  Tomatoes,  beans,  egg- 
plant, cucumbers,  potatoes,  onions,  sweetpotatoes,  and  strawberries 
are  among  the  products  of  the  drained  lands.  There  are  many  small 
farms  each  worked  by  the  owner  and  his  family,  but  there  are  also 
many  large  holdings,  both  citrus  groves  and  truck  farms,  that  are 
worked  with  hired  labor. 

»  Okey,  C.  W.     Unpublished  manuscript.     1914. 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH       27 
LOWER  EAST  COAST  AREA,  FLORIDA 

Everglades  drainage  district  surrounds  Lake  Okeechobee  and  occu- 
pies most  of  the  peninsula  east  and  south  of  the  lake.  Its  eastern 
border  through  Palm  Beach,  Broward,  and  northern  Dade  Counties 
is  generally  3  to  8  miles  from  the  coast,  but  south  of  Miami  follows 
the  shore  of  Biscayne  Bay.  It  has  constructed  five  large  drainage 
canals  from  the  lake  to  the  east  coast  and  one  to  Caloosahatchee  Kiver 
toward  the  west,  besides  some  lesser  canals.  These  serve  as  main 
outlets  for  subdistrict  drainage  systems,  and  for  transportation.  The 
enterprises  studied  in  this  area  are  largely  within  Everglades  drain- 
age district. 

Lake  Worth  drainage  district  stretches  southward  from  West 
Palm  Beach  26  miles  to  the  south  line  of  Palm  Beach  County,  with 
a  nearly  uniform  wddth  of  about  8  miles.  The  east  boundary  is  the 
ridge  that  lies  approximately  1  mile  from  the  coast.  The  west  half 
of  the  district  is  within  Everglades  drainage  district.  The  area  is 
mostly  flatwoods,  with  pine  and  saw  palmetto ;  brush  and  grass  land 
adjoining  the  lakes  in  the  eastern  portion  and  the  saw-grass  ponds 
throughout  the  flatwoods  were  estimated  to  comprise  about  15  per 
cent  of  the  surface.  The  drainage  district  has  dug  ditches  to  inter- 
cept surface  flow  from  adjacent  swamp  lands  on  the  w^est  and  to  re- 
move the  rainfall  within  the  district.  It  was  estimated  that  about 
10,000  acres  had  been  in  use  for  farming  at  one  time,  but  some  of 
the  land  had  been  abandoned  later  by  the  settlers. 

Southern  drainage  district  lies  w^est  and  southwest  of  Miami,  ex- 
tending westward  from  the  coast  for  an  extreme  distance  of  27  miles. 
The  eastern  end  of  the  district  is  flatw^oods  with  scattering  pine  and 
saw  palmetto,  but  the  great  bulk  of  the  area  is  saw-grass  prairie. 
About  70  miles  of  canals  had  been  dug  in  the  district,  but  more  were 
to  be  provided ;  very  little  of  the  land  had  been  drained  in  1926. 

The  soils  of  these  districts  consist  very  largely  of  sand  on  a  sandy 
clay  or  hardpan  subsoil,  and  muck.  In  Lake  Worth  drainage  district 
the  muck  reaches  a  maximum  depth  of  20  feet.^^  In  central  Southern 
drainage  district  the  muck  was  observed  to  be  of  shallow  depth, 
overlying  soft  lime  rock  into  which  the  dredge  had  cut  deeply  in 
excavating  the  canals.  In  the  western  part  of  this  district  the  soil 
w^as  said  to  be  muck  and  marl. 

In  Lake  Worth  drainage  district  the  most  important  farm  products 
were  winter  vegetables,  tomatoes  being  grown  most  extensively. 
Citrus  fruits  were  next  in  importance,  and  there  were  several  dairies 
in  the  district.  A  great  deal  of  farm  land  had  been  subdivided  for 
residential  development,  including  all  but  one-fourth  mile  of  the 
entire  eastern  border.  Southern  drainage  district  had  been  swept  by 
the  hurricane  just  prior  to  the  inspection,  and  all  the  farm  land 
apparently  then  was  unoccupied.  The  eastern  part  of  the  district 
was  allotted  for  residential  development. 

RATE  AND  DEGREE  OF  LAND  DEVELOPMENT 

The  drainage  districts  listed  in  Table  1  were  organized  between 
1903  and  1921.  Actual  construction  of  the  drainage  works  was 
begun  in  most  districts  one  to  three  years  later,  seven  years  in  the 
extreme  instance.     The  period  intervening  between  the  establish- 

"  See  footnote  9. 


28 


TECHNICAL  BULLETIN   19  4,  U.  S.  DEPT.  OF  AGRICULTURE 


ment  of  the  district  and  the  beginning  of  construction  usually  was 
necessary  for  completing  the  plan  of  reclamation  and  determining 
the  benefit  assessment  for  apportioning  the  cost,  but  litigation 
prosecuted  by  opponents  of  the  projects  caused  some  of  the  longest 
delays,  and  difficulty  in  securing  funds  or  construction  materials 
in  1915  to  1918  delayed  some  projects. 

The  ages  of  the  districts  for  calculating  the  rate  of  development 
are  best  measured  from  the  dates  of  beginning  construction.  The 
land  was  offered  for  sale  at  that  time  if  not  before.  Clearing 
and  settlement  of  the  land  began  much  earlier  than  the  time 
of  completing  construction;  in  some  of  the  districts,  including  the 
largest,  the  works  were  not  completed  in  1926  but  much  land  in 
them  already  had  been  reclaimed  and  brought  into  cultivation.  The 
ages  of  the  districts,  calculated  from  the  date  of  beginning  construc- 
tion, range  from  3  to  21  j^ears,  the  average  being  about  12  years. 

Most  of  the  drainage  districts  listed  show  more  land  improved  in 
1926  than  when  construction  of  the  drainage  works  was  begun.  There 
was  a  net  increase  of  improved  land  for  the  entire  period  in  each  group 
of  the  districts  except  in  those  in  South  Carolina.  Five  districts 
in  Table  1,  including  those  in  South  Carolina,  had  the  same  amount 
at  both  times,  and  three  in  Louisiana  had  less  in  1926  than  at 
the  beginning.  In  East  Baton  Rouge  Parish,  La.,  a  considerable 
part  of  the  one-time  farming  population  is  now  employed  in  the 
large  oil-refining  and  shipping  plant  at  Baton  Rouge.  In  Jefferson, 
Plaquemines,  Orleans,  and  St.  Bernard  Parishes,  considerable 
acreages  of  sugarcane  land  have  gone  out  of  cultivation,  as  in 
other  parishes  of  the  State.  This  means  that  many  of  the  districts 
have  failed,  from  the  standpoint  of  land  development.  The  total 
increase  in  improved  acreage  in  each  group  of  drainage  districts, 
and  the  average  yearly  rates  of  development,  are  shown  in  Table  3. 

Table  3. — Development  of  lands  in  the  drainage  districts 


District  group 

All  land 
in  dis- 
tricts 

Unim- 
proved 
land  at 
beginning 

Area  improved 
drainage 

since 

Age  of 

districts 

(weighted) 

Rateo 

opmer 

prove 

yej 

[  devel- 

it  Cim- 

Before 
1920 

Total  to  1926 

d  per 
ar) 

St.  Francis  Basin  

Acres 
1, 135, 000 

418.500 
285,000 
741, 420 

346.  776 
65.  613 

162.  794 
57, 310 
43, 676 

223.  696 
96,000 
90.600 

196, 034 

272,300 

Acres 
941,000 

342,500 
257,000 
539,400 

290,800 
50,600 

131,  700 
41.300 
30,900 

208,300 
95.500 
89,800 

192,000 

267,300 

Acres 
283.000 

45.000 
29.000 
180,000 

20,700 
15,700 
7,800 
6,600 
0 
5,000 
5,400 
3.400 
9,300 

0 

Acres 
484,000 

98,000 

42.000 

226.000 

7,000 
7.500 
8.000 
0 
8,400 
900 
2,200 
11,300 

4,500 

Per  cent 
151.4 

28.6 
16.3 
4L9 

'"'is.'s' 

5.7 

19.4 

0 

4.1 

.9 

2.4 

5.9 

L7 

Years 
12.2 

12.8 
13.0 
12.3 

16.4 
15.1 
13.4 
13.2 
7.3 
7.2 
9.6 
9.1 
11.3 

8.0 

Acres 
39, 670 

7.650 
3,230 
18,360 

Percent 
14.21 

Black  and  Cache  Rivers 
area 

2.23 

Southeastern  Arkansas 

Yazoo  Basin 

L25 
3.40 

Louisiana: 

By  pumpting 

460 

560 

610 

0 

1,170 

90 

240 

1,000 

560 

.91 

Eastern  North  Carolina... 
Southern  North  Carolina. 
South  Carolina 

.42 

L47 

0 

St.  Johns  Basin 

.57 

Central  Florida 

.09 

West  Coast  area,  Florida. 
Indian  River  area 

.26 
.52 

Lower  East  Coast  area, 
Florida 

.21 

Total  or  averse 

4, 134, 719 

3,478,100 

610,800 

898,800 

25.8 

12.1 

74,250 

2.13 

1  These  percentages  express  the  relation  of  acreage  improved  since  drainage  to  acreage  unimproved  at 
beginning. 

2  In  this  group  of  drainage  districts  the  improved  acreage  was  estimated  to  be  less  by  about  1,000  acres 
in  1926  than  when  drainage  was  begun. 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH       29 

The  status  of  development  in  1920,  as  nearly  as  could  be  deter- 
mined, also  is  shown  in  Table  3.  These  figures  indicate  that  more 
than  two-thirds  of  the  increase  in  improved  land  occurred  prior  to 
1920.  From  1920  to  1926  there  was  a  large  decrease  in  the  land  in 
use  in  the  Louisiana  districts,  and  slight  decreases  in  three  other 
groups.  This  difference  in  the  rates  of  development  prior  and  sub- 
sequent to  1920  is  in  considerable  part  due  to  the  inflation  in  prices 
of  crops  and  land  due  to  w^ar  conditions  and  to  the  deflation  that 
followed,  but  there  have  been  such  other  factors  as  decreasing  profits 
in  producing  sugarcane  in  Louisiana,  the  subdivision  of  farm  lands 
for  residence  lots  in  Florida,  and  failure  of  speculative  farm- 
development  enterprises  to  complete  their  projects. 

The  total  increase  of  practically  900,000  improved  acres  in  these 
drainage  districts  apparently  has  proceeded  at  a  rate  averaging 
about  74,000  acres  per  year.  In  proportion  to  area,  the  rates  for 
St.  Francis  Basin  and  Yazoo  Basin  have  been  greater  than  the 
average  for  all  groups  by  100  per  cent  and  50  per  cent,  respectively. 

About  38  per  cent  of  the  land  in  these  drainage  districts  is  shown 
by  Table  1  as  improved  in  1926.  This  is  essentially  improved  land 
in  farms.  When  the  districts  are  fully  developed,  probablv  5  to 
10  per  cent  of  the  areas  will  be  used  for  highways,  ditches,  and  other 
nonf arming  purposes.  When  all  the  land  not  required  for  other 
purposes  is  devoted  to  agriculture,  5  to  10  per  cent  or  more  of  the 
land  in  farms  probably  will  be  used  for  w^ood  lots  and  unimproved 
pasture.  Thus  it  is  estimated  that  something  like  85  per  cent  of  the 
area  in  the  drainage  districts  may  become  improved  land  when  the 
localities  are  as  intensively  farmed  as  the  most  completely  developed 
sections  of  considerable  extent  now  are  utilized.  The  degree  of 
development  for  all  the  enterprises  studied  in  1926  then  would  appear 
to  be  about  45  per  cent  rather  than  38  per  cent,  and  for  St.  Francis 
and  Yazoo  Basins  nearly  TO  per  cent. 

SALE  AND  SETTLEMENT  OF  THE  LAND 

MISSOURI,    ARKANSAS,    AND    MISSISSIPPI 

The  major  part  of  the  unused  land  in  the  drainage  districts  of 
Missouri,  Arkansas,  and  Mississippi  was  owned  by  lumber  companies, 
to  whom  it  w^as  a  sort  of  by-product  after  the  saw  timber  had  been 
removed.  These  owners  did  not  lack  appreciation  of  the  fertility  of 
the  soil,  but  had  no  desire  to  undertake  the  business  of  farming  on  a 
large  scale.  In  Mississippi,  a  State  law  prohibits  corporations  from 
holding  agricultural  land. 

The  lumber  companies  advertised  their  lands  for  sale  very  widely 
over  the  country,  but  particularly  in  the  North  Central  States,  and 
made  most  of  the  sales  directly  or  through  subsidiary  land  companies. 
They  secured  the  cooperation  of  commercial  interests  in  the  cities  in 
forming  a  regional  advertising  association.  The  land  has  been 
offered  in  tracts  of  40  acres  or  more,  and  advertised  as  exceptionally 
fertile,  Avith  a  long-growing  season,  suited  for  general  and  dairy 
farming  and  for  practically  all  the  staple  crops  of  the  Corn  Belt 
States  as  well  as  for  cotton.  As  sold  by  the  lumber  companies  up 
to  1920,  the  land  had  to  be  cleared  of  small  trees,  brush,  and  such  old 
logs  and  tree  tops  as  the  lumber  crews  had  left,  before  a  crop  could 


30  TECHNICAL  BULLETIN   194,  U.  S.  DEPT.  OF  AGRICULTURE 

be  planted.  This  usually  was  done  by  slashing  and  burning,  corn 
being  drilled  in  among  the  stumps  which  would  be  mostly  gone  after 
about  five  years  of  burning,  rotting,  and  plowing.  Local  land 
dealers  bought  tracts  of  cut-over  land  and  developed  them  for  tale 
as  improA^ed  farms.  In  the  last  few  years  some  of  the  lumber  com- 
panies have  begun  to  clear  and  farm  their  cut-over  land,  partly  that 
they  may  compete  for  purchasers  who  demand  improved  land  ready 
to  crop,  and  partly  in  order  to  produce  the  money  required  to  pay 
the  drainage  and  other  taxes. 

Prices  for  some  of  the  cut-over  lands  in  these  districts  were  below 
$10  per  acre  in  the  beginning,  but  by  1920  some  tracts  were  priced 
at  $75  to  $90  per  acre,  uncleared.  More  recently  the  advertised  prices 
have  been  $50  to  $65  per  acre,  depending  much  upon  the  terms  of 
payment  as  well  as  upon  the  location  of  the  land.  Improved  farm 
land  in  the  drainage  districts  in  southeastern  Missouri  was  said  to 
have  sold  for  $100  to  $125  per  acre  before  the  World  War,  and  subse- 
quently at  $200  and  more,  but  in  1926  was  generally  held  at  $150  to 
$175  per  acre.  Prior  to  1920  the  usual  terms  of  payment  were  one- 
fourth  to  one-third  in  cash,  and  the  balance  in  two  to  four  annual 
installments  bearing  interest  at  about  6  per  cent  a  year.  In  1926  cash 
payments  of  10  per  cent  were  commonly  asked,  with  subsequent  pay- 
ments extending  over  10  to  12  years.  At  the  higher  prices,  and  with 
contract  to  clear  a  third  of  the  land  each  year,  40-acre  tracts  of  cut- 
over  land  could  be  purchased  with  the  entire  cost  amortized  in  33 
years,  beginning  three  years  after  purchase. 

A  large  amount  of  land  was  sold  to  northern  purchasers,  many  of 
w^hom  settled  upon  their  new  property  and  made  good  farms  of  it, 
although  many  others  evidently  held  their  purchases  merely  as  spec- 
ulations. Southeast  Missouri,  perhaps  secured  the  largest  portion  of 
settlers  from  the  North.  Considerable  land  was  bought  by  farmers 
and  townspeople  living  in  and  near  the  districts.  A  large  part  of 
the  settlers  on  the  drained  land  in  these  three  States  came  from  the 
Ozark  region  of  Missouri  and  Arkansas,  and  from  the  hills  of  Ken- 
tucky, Tennessee,  and  Mississippi,  regions  long  cultivated  but  now 
generally  less  productive  than  the  drained  alluvial  soils.  From  these 
sources  most  of  the  settlers  now  are  coming.  Most  of  them  come  as 
tenant  farmers,  many  later  becoming  owners. 

LOUISIANA 

In  Louisiana  the  purpose  of  the  gravity  drainage  districts  gener- 
ally was  the  improvement  of  lands  already  cropped  or  to  be  cropped 
by  the  owners  who  organized  the  districts,  particularly  for  increas- 
ing their  production  of  sugarcane.  Economic  conditions  have  pre- 
vented this  expected  development,  and  apparently  no  great  effort  has 
been  made  to  sell  the  land. 

The  districts  that  must  be  drained  by  pumping,  in  the  coastal 
section,  have  been  mostly  speculative  developments  by  persons  who 
purchased  large  tracts  for  the  purpose  of  draining,  subdividing, 
and  selling  them  at  a  profit.  Many  of  them  were  begun  as  private 
corporations  and  later  organized  as  drainage  districts.  The  promo- 
ters of  such  enterprises  advertised  widely  and  established  or  em- 
ployed selling  agencies  in  northern  cities.  Excursions  of  prospec- 
tive purchasers  were  organized  to  visit  the  districts.     A  mild  winter 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH       31 

climate  and  two  crops  a  year — vegetables  in  the  early  spring  and 
staple  crops  in  the  summer — seem  to  have  been  the  principal  selling 
arguments.  The  prices  ranged  from  about  $50  to  more  than  $100 
per  acre  for  unimproved  land  in  5  to  20  acre  tracts,  the  average  prob- 
ably being  near  the  latter  figure.  The  terms  of  payment  were  varied 
to  suit  the  purchasers,  from  all  cash  to  2  per  cent  down  and  2  per 
cent  a  month  and  deed  to  be  given  when  payment  was  completed. 
At  least  one  company  contracted  to  plant  and  care  for  orange  groves, 
and  after  five  years  deliver  to  the  purchaser  a  bearing  grove  at  a 
cost,  including  land,  of  some  $650  per  acre.  Storms  and  frosts 
caused  the  failure  of  this  enterprise,  which  is  not  included  in  Table  1. 
Sales  contracts  were  made  for  the  purchase  of  a  large  part  of  the 
land  in  the  drainage  districts  in  southern  Louisiana,  mostly  in  small 
farms,  by  northern  people.  Many  of  these  contracts  evidently 
were  made  for  speculation,  the  buyers  expecting  to  resell  in  a  short 
time.  Many  did  come  to  make  homes  upon  the  land,  but  most  of 
those  who  came  from  the  North  have  resold  or  abandoned  their 
land  and  gone  away.  Most  of  the  farmers  now  in  these  districts, 
tenants  and  owners,  are  natives  of  southern  Louisiana.  However, 
one  of  the  subdistricts  investigated  has  been  settled  and  placed 
completely  in  cultivation  by  immigrants  from  the  North.  In  two 
of  the  larger  subdistricts  studied  in  this  section,  which  were  financed 
privately,  reclamation  is  complete,  and  the  promotors,  although  it 
was  not  their  intention  and  is  not  their  desire  to  do  so,  are  farming 
their  lands  until  purchasers  can  be  found. 

NORTH  CAROLINA  AND  SOUTH  CAROLINA 

The  owners  of  cut-over  land  in  eastern  North  Carolina  have 
offered  it  for  sale  in  units  suitable  for  individual  farms,  directly  and 
through  agents  operating  locally  and  in  Northern  States.  Some 
land  was  sold  in  large  tracts  to  sales  and  development  companies, 
Avho  undertook  to  resell  it,  either  unimproved  or  after  clearing.  A 
small  colony  of  Amish  has  been  placed  in  one  of  the  districts  named, 
and  one  of  Hollanders  in  another,  but  most  of  the  latter  have 
abandoned  the  farms.  Prices  of  $25  to  $35  per  acre  were  common  for 
unimproved  land  in  20  to  80  acre  tracts  for  general  farming.  Ordi- 
nary terms  of  payment  were  one-fourth  in  cash  and  one-fourth 
annually  during  the  next  three  years,  with  6  per  cent  interest  on 
deferred  payments.  The  cost  of  the  drainage  was  not  included  in 
these  prices. 

A  great  deal  of  land  was  sold  to  people  in  the  North  Central  States. 
Many  settlers  came  from  those  States  and  began  to  clear  and  culti- 
vate their  land ;  but  most  of  them  now  have  left  the  region,  reselling 
their  farms  or  abandoning  them  without  completing  the  purchase 
contract.  Apparently  a  great  many  of  the  purchases  were  made  by 
persons  who  were  merely  speculating  rather  than  buying  homes.  The 
conditions  that  caused  the  actual  settlers  to  move  away  seem  to  have 
been  the  lack  of  social  relationships  and  community  developments 
to  which  they  had  been  accustomed,  and  the  more  primitive  manner 
of  living  necessary  in  an  undeveloped  locality.  The  actual  develop- 
ment of  the  land  in  these  drainage  districts  is  being  done  mainly  by 
people  native  to  this  region,  coming  upon  the  reclaimed  land  either 
as  farm  owners  or  as  tenants. 


32  TECHNICAL  BULLETIN   194,  U.  S.  DEPT.  OF  AGRICULTURE 

Concerning  the  districts  studied  in  the  southern  counties  of  Xorth 
Carolina  and  in  South  Carolina,  apparently  the  landowners  pro- 
moting those  enterprises  expected  that  the  drained  lands  would  be 
brought  under  plow  by  themselves  or  by  local  purchasers.  No  great 
effort  has  been  made  to.  sell  the  land,  and  economic  conditions  have 
prevented  the  plantation  ow^ners  from  extending  their  acreages  in 
crop.  At  least  some  of  the  landowners  express  satisfaction  with  the 
work  done  on  account  of  the  benefits  in  eradication  of  malaria  and 
betterment  of  roads,  as  w^ell  as  in  improving  the  condition  and  yield, 
of  the  lands  previously  farmed. 

FLORIDA 

The  drainage  districts  organized  in  Florida  have  been  very  largely 
speculative  in  character — organized  by  individuals  or  corporations 
who  purchased  the  land  in  large  tracts  for  resale  in  small  lots.  The 
land  companies  advertised  widely  through  the  Northern  States,  and 
some  established  sales  agencies  in  many  northern  cities.  Excursions 
of  prospective  buyers  were  organized  to  visit  the  region.  The  land 
was  advertised  in  5  and  10  acre  tracts  more  wndely  than  in  40-acre 
or  larger  farms,  for  winter  vegetables  and  for  oranges  and  grape- 
fruit. The  prices  ranged  from  $50  to  $300  per  acre.  The  first 
developments  usually  sold  the  land  entirely  unimproved  except  for 
outlet  drainage,  but  later  ones  offered  land  cleared  and  grubbed 
ready  for  plowing.  The  more  common  terms  were  one-fourth  cash 
and  one-fourth  annually  for  three  years,  but  an  enormous  number 
of  sales  contracts  were  made  for  10-acre  tracts  at  $10  down  and  $10 
per  month.  Not  a  few  companies  contracted  to  plant  the  land  in 
citrus  and  care  for  the  grove  for  five  years,  on  terms  which  made 
the  cost  in  the  neighborhood  of  $1,000  per  acre  when  the  property 
was  released  to  the  purchasers. 

The  amount  of  land  sold  in  these  enterprises  can  not  well  be 
estimated.  In  some  developments  the  total  of  sales  contracted  con- 
siderably exceeded  the  entire  acreage  in  the  project,  owing  to  aban- 
donment of  a  large  portion  of  the  contracts  and  resale  of  the 
property.  A  good  many  northern  farmers  bought  Florida  lands, 
but  the  greatest  number  of  sales  contracts  were  made  w4th  mechanics, 
clerks,  and  tradesmen.  Of  those  who  came  to  make  homes  upon 
their  land,  not  a  few  found  it  would  not  be  drained  for  an  indefinite 
period.  Many  who  came  were  without  farm  experience,  and  with- 
out the  funds  necessary  to  establish  a  home  and  to  live  while  a  crop 
was  being  planted  and  harvested.  A  considerable  number  built 
houses  and  began  to  clear  and  farm  the  land,  but  later  moved  away 
because  of  the  primitive  conditions  of  living,  the  isolation,  and  fail- 
ure to  acquire  wealth  quickly  and  easily.  Too  commonly,  the  devel- 
opments expected  were  to  be  financed  from  the  payments  on  the  sales 
contracts.  As  receipts  decreased,  drainage  and  other  work  slackened, 
until  many  of  the  promoting  companies  became  bankrupt  and  ceased 
to  function. 

CONDITIONS  INFLUENCING   LAND   SETTLEMENT 

The  drainage  districts  in  Missouri,  Arkansas,  and  Mississippi 
comprise  62  per  cent  of  the  land  in  all  districts  studied.  Though 
they  embrace  only  60  per  cent  of  the  area  that  was  unimproved 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH       33 

when  drainage  was  begun,  they  include  about  95  per  cent  of  all  the 
acreage  that  has  been  improved  since  drainage.  (Table  3.)  The 
rate  of  development  in  those  three  States,  in  proportion  to  the 
total  area  or  to  the  unimproved  area  at  the  beginning,  has  averaged 
seven  to  eight  times  the  rate  in  the  other  four  States.  Exactly 
why  progress  in  bringing  the  drained  land  into  use  has  been  faster 
m  certain  districts  than  in  others  is  not  shown  by  the  data  available, 
but  it  will  be  helpful  to  consider  the  more  evident  differences  in  the 
conditions  affecting  the  different  groups  of  districts. 

LOCATION 

The  districts  in  Missouri  and  northeast  Arkansas  are  at  the  south- 
ern edge  of  the  Corn  Belt,  the  region  from  which,  probably  because 
of  its  high  land  prices  and  its  relatively  severe  w^inters  and  short 
growing  season,  have  come  the  largest  portion  of  the  agricultural 
immigrants  to  the  South.  Adjacent  to  these  districts  on  both  the 
east  and  the  west,  and  to  the  other  districts  studied  in  Arkansas  and 
Mississippi,  are  regions  of  rolling  land  well  settled  for  many  decades 
and,  partly  by  reason  of  long  cultivation  and  erosion,  less  productive 
than  most  of  the  bottom  lands  that  have  been  drained.  South- 
eastern Missouri  and  northeastern  Arkansas  have  received  the 
greatest  number  of  settlers  from  the  Corn  Belt,  who  came  mostly 
from  the  nearer  parts — Illinois,  northern  Missouri,  and  Iowa.  The 
settlers  in  the  districts  in  Mississippi  have  come  more  largely  from 
the  uplands  of  that  State.  During  the  war,  this  region  suffered 
less  than  some  others  from  the  migration  of  laborers  northward  to 
the  industrial  centers,  for  the  places  left  by  many  who  had  gone 
were  taken  by  some  of  those  coming  from  farther  south. 

The  drainage  districts  in  Louisiana  are  farther  from  the  locations 
whence  the  settlers  have  come  to  the  districts  in  Arkansas,  Missis- 
sippi, and  Missouri.  One  or  two  of  the  subdistricts  in  the  marshland 
reclamations  have  been  successfully  settled  with  people  from  the 
North  Central  States,  but  most  of  the  present  population  in  the 
other  districts  and  subdistricts  have  come  from  near-by  communities^ 

The  drainage  districts  of  eastern  North  Carolina  are  as  far  from 
the  Corn  Belt  as  those  in  southern  Louisiana,  and  to  the  prospective 
settler  the  intervening  mountains  perhaps  make  the  distance  seem 
greater.  Moreover,  migration  to  this  section  of  the  country  is  east- 
ward, which  is  contrary  to  the  general  movement  of  the  population 
seeking  farms  in  the  past.  Each  of  these  conditions  may  have 
increased  the  difficulty  of  drawing  settlers  from  the  Central  States 
to  the  Atlantic  coast.  Most  of  the  actual  settlers  in  these  drainage 
districts  have  come  from  this  section  of  North  Carolina.  The  dis- 
tricts in  southern  North  Carolina  and  in  South  Carolina  are  similarly 
situated  with  regard  to  securing  settlers,  but  no  great  effort  has  been 
made  to  bring  in  farmers  from  distant  regions. 

The  drainage  districts  in  Florida  are  farthest  from  the  usual 
sources  of  farmer  settlers,  but  the  lack  of  potential  farmers  in  the 
State  makes  it  necessary  that  settlers  be  obtained  from  other  States 
or  development  will  continue  to  be  exceedingly  slow. 


k 


34  TECHNICAL  BULLETIN   194,  V.  S.  DEPT.  OF  AGRICULTURE 

SOILS  AND  CROPS 

The  soil  of  the  greater  part  of  the  Mississippi  River  lowlands  is 
more  than  ordinarily  fertile.  In  the  Missouri,  Arkansas,  and  Missis- 
sippi districts,  soil  and  climate  are  well  suited  for  nearly  all  crops 
f:rown  in  the  Corn  Belt  and  on  the  hills,  so  the  settlers  have  not  been 
orced  to  adjust  themselves  to  a  new  kind  of  agriculture.  The 
settlers  from  the  North  have  turned  to  cotton,  the  principal  cash  crop 
of  the  region,  as  they  have  acquired  experience  in  growing  it.  Those 
from  the  nearer  uplands  had  already  had  experience  with  this  crop. 
In  the  Louisiana  districts,  soil  and  climate  are  suited  for  growing 
€orn  and  other  grains  and  for  legumes,  but  below  the  mouth  of  lied 
Hiver  sugarcane  and  cotton  were  the  staple  cash  crops  prior  to  1920, 
with  potatoes  and  early  vegetables  next  in  importance.  Farmers 
coming  from  north  of  the  Ohio  and  the  Missouri  Eivers  thus  needed 
to  acquire  some  experience  with  new  crops. 

The  loamy  and  sandy  soils  in  the  drainage  districts  in  eastern 
North  Carolina  compare  with  similar  soils  in  other  parts  of  the 
coastal  plain  in  fertility  and  crop  adaptation,  on  which  are  raised 
corn,  cotton,  potatoes,  and  legumes.  The  muck  or  peaty  lands  pro- 
duce good  yields  of  corn  in  the  first  years  of  clearing  by  the  usual 
method,  but  for  them  no  permanent  type  of  farming  has  been 
developed  that  would  be  satisfactory  for  the  larger  part  of  that  area. 
Cotton  is  the  all-important  crop  in  the  districts  of  southern  North 
Carolina  and  South  Carolina. 

The  principal  crops  so  far  grown  successfully  in  the  drainage 
districts  in  Florida  are  winter  vegetables,  early  potatoes,  and  citrus 
fruits,  according  to  the  kind  of  soil,  all  with  abundant  use  of 
fertilizers.  The  market  for  these  crops,  however,  can  be  amply 
supplied  by  a  small  part  of  the  available  acreage.  Forage  for  cattle, 
of  rather  coarse  quality,  is  available  on  much  of  the  land.  A  very 
small  portion  of  the  area  is  being  cultivated  intensively  at  the 
present  time,  but  it  is  doubtful  if  this  type  of  farming  is  economi- 
cally adapted  to  the  remaining  area.  In  short,  types  of  farming 
suitable  for  the  entire  area  are  yet  to  be  developed. 

'  COMMUNITY  DEVELOPMENT 

There  were  cities  and  towns  on  the  banks  of  the  Mississippi  and  in 
the  uplands  on  either  side  long  before  drainage  of  the  intervening 
lowlands  was  begun.  Construction  of  Government  levees  had  given 
considerable  protection  against  Mississippi  River  floods,  and  encour- 
aged the  extension  of  existing  plantations  and  the  establishment  of 
new  ones  on  the  higher  parts  of  the  area.  Many  lines  of  railroad 
crossed  the  bottom  lands,  as  did  highways  that  were  passable  at 
least  during  dry  seasons.  The  settlers  in  those  drainage  districts 
between  Ohio  River  and  Red  River  came  to  a  region  of  staple  crops 
with  the  channels  for  marketing  already  established. 

The  lower  parishes  of  Louisiana  were  not  well  developed  when 
the  lands  were  being  widely  advertised.  They  were  not  well  pro- 
vided with  either  railroads  or  highways,  and  towns  that  would 
provide  satisfactory  trading  cents^rs  were  rather  widely  separated. 
The  rural  population  of  the  parishes  is  largely  of  Canadian  descent, 
commonly  speaking  French  rather  than  English,  with  whom  settlers 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH       35 

from  other  States  do  not  easily  establish  social  relations  or 
<;ommunity  interests. 

The  districts  in  eastern  North  Carolina  were  off  the  main  railroad 
lines,  and  only  recently  has  construction  of  an  adequate  highway 
system  been  begun.  Satisfactory  trading  centers,  churches,  and 
schools  have  not  been  readily  accessible  to  a  large  part  of  the  lands 
offered  for  sale. 

When  the  lands  in  the  districts  in  Florida  first  were  offered  for 
sale,  railroads  and  highways  were  few,  cities  and  towns  were  widely 
separated.  Many  of  the  developments  were  so  situated  that  each 
had  to  provide  not  only  a  road  system  as  well  as  drainage,  but  also 
highway  connection  to  a  railroad  some  distance  away,  besides  plan- 
ning and  encouraging  the  establishment  of  stores,  churches,  schools, 
and  social  activities  to  serve  the  new  community.  A  large  part  of 
the  area  in  the  drainage  districts  still  is  undeveloped  and  difficult 
of  access. 

LAND-SALES  POLICIES 

The  lands  of  the  drainage  districts  in  Missouri,  Arkansas,  and 
Mississippi  were  sold,  for  the  most  part,  by  lumber  companies  and 
local  agents  who  wished  real  development  of  the  territory.  The 
<3ut-over  lands  are  a  by-product  of  the  lumbering  industry,  and  the 
companies  desired  to  develop  communities  which  in  themselves  might 
create  a  demand  for  the  lands  that  would  become  available  as  the 
timber  was  cut.  They  tried  to  sell  to  people  who  would  settle  upon, 
clear,  and  farm  the  lands.  Prices  asked  were  based  upon  the  com- 
panies' valuation  of  the  land  for  general  farming  and  staple  crops. 
Terms  of  payment  were  such,  though  perhaps  not  by  design,  as  to 
discourage  most  persons  who  were  not  in  earnest  or  who  were  entirely 
unqualified.  All  the  cut-over  lands  were  for  sale,  and  the  prospec- 
tive settlers  bought  those  near  the  towns  and  accessible  to  shipping 
points,  trading  centers,  churches,  schools,  and  community  social 
activities.  It  has  been  found  generally  useless  to  try  to  secure  either 
buyers  or  tenants  for  farms  not  reached  by  a  road  that  is  passable 
for  light  automobiles  at  all  seasons  of  the  year. 

In  southern  Louisiana,  however,  the  most  profitable  sale  of  the 
land  was  the  principal  object  of  the  persons  promoting  most  of  the 
drainage  districts.  Sales  methods  were  designed  to  secure  early 
return  of  the  capital  invested  and  a  large  profit  thereon,  rather  than 
permanent  development  of  the  area.  So  the  lands  were  sold  to  all 
persons  who  would  buy.  Large  tracts  were  sold  to  other  specula- 
tors, who  expected  to  resell  promptly,  and  in  small  tracts  not  only 
to  farmers  but  also  to  many  more  city  dwellers  inexperienced  as 
farmers  and  not  qualified  to  become  settlers. 

The  lands  in  Florida  were  sold  mostly  in  5  to  40  acre  units  at 
prices  based  on  use  of  the  land  for  high-value  crops — vegetables  and 
citrus.  The  great  majority  of  sales  were  of  5  and  10  acre  tracts,  on 
monthly  or  quarterly  payments,  to  persons  who  had  had  no  farming 
experience  and  who  had  no  knowledge  of  the  land  except  the  state- 
ments of  salesmen,  no  realization  of  the  labor  and  cost  of  bringing 
the  land  into  cultivation,  and  no  thought  of  taxes  or  other  expense 
than  the  purchase  payments  in  connection  with  buying  and  owning  the 
land.  A  large  part  of  such  purchasers  could  not  or  would  not  com- 
plete their  purchase  contracts,  and  were  of  no  help  in  developing 
the  land  or  the  community. 


36 


TECHNICAL  BULLETIN   194,  U.  S.  DEPT.  OF  AGRICULTURE 


LAND  PRICES 

The  price  of  the  land  probably  has  had  less  effect  upon  the  rate 
of  settlement  than  any  other  factor.  Prices  have  changed  with  time^ 
increasin^^  greatly  in  1915  to  1920,  and  subsequently  declining.  In 
general,  land  prices  have  been  lowest  in  the  Carolina  districts  and 
highest  in  Florida;  the  prices  asked  for  land  have  been  somewhat 
higher  in  the  southern  Louisiana  districts  than  in  the  districts  studied 
in  Mississippi,  Arkansas,  and  Missouri.  It  has  been  much  easier  to 
obtain  contracts  for  5  and  10  acre  tracts  at  $100  and  $200  or  more  per 
acre  than  for  40  to  80  acre  tracts  at  $50  to  $65  per  acre.  The  former 
offered  as  specially  adapted  for  high-priced  crops  such  as  citrus 
fruits  and  truck  appeared  much  more  attractive  to  the  majority  of 
buyers  than  the  larger  units,  offered  for  staple  crops  and  general 
farming.  The  region  of  greatest  success  in  bringing  the  drained  land 
into  use,  however,  is  the  region  of  staple  crops  and  diversified  farm- 
ing— Missouri,  Arkansas,  and  Mississippi. 

COST  OF  THE  DRAINAGE  DISTRICTS 

The  total  cost  for  the  public  drainage  improvements  in  the  drain- 
age districts  studied,  as  far  as  it  was  practicable  to  determine,  is  in 
excess  of  $47,000,000.  The  average  costs  for  the  districts  ranged 
from  71  cents  to  $38  per  acre,  and  for  a  large  acreage  in  one  district 
the  cost  was  nearly  $50  per  acre.  Table  4  shows  the  total  cost  and 
the  average  cost  per  acre  for  each  district,  and  for  some  districts 
the  maximum  and  minimum  charges  against  individual  tracts.  The 
figures  include  the  costs  of  organization  as  well  as  those  of  actual 
construction  of  the  drainage  improvements. 


Table  4. — Cost  of  the  drainage  districts 

ST.  FRANCIS  BASIN 


Drainage  district 


Area 


Total  cost 


Cost  per  acre 


Average 


Maxi-  I  Mini- 
mum 1   mum  * 


Little  River 

No.  19,  New  Madrid  County. 
No.  23,  New  Madrid  County. 
No.  29,  New  Madrid  County. 
St.  Francis 

No.  8,  Mississippi  County 

No.  9.  Mississippi  County 

No.  17,  Mississippi  County... 


Total  or  average. 


Acres 

531, 672 
38,100 
32,  270 
30, 000 

126,  734 
56, 943 

193, 000 

170, 000 


Dollars 

11, 100,  000 

180, 000 

151,904 

330,000 

3  1,208,550 

3  988, 000 

3  2,990,000 

3, 982, 000 


2  1, 135, 000 


20, 930, 454 


Dollars 

20.88 
M.73 
2  4.70 
11.00 
9.53 
17.33 
15.50 
23.42 


Dollars  Dollars 
31.  60  :       3.  m 


49.50 


7.75 


18.45 


BLACK  AND  CACHE  RIVERS  AREA 

Inter  River 

117.000 
90,000 
85,000 
37,000 
89,500 

418,  500 

2,271,000 
500,000 
420,000 
623, 921 
268, 430 

19.38 
5.55 
4.95 

16.86 
3.00 

1 

Central  Clav 

7.19  1 
8.30  1 

0.72 

Western  Clay 

.83 

Cache  River  No.  2  .    . 

No.  1,  Greene  and  Lawrence  Counties 

1 

Total  or  average 

4, 083, 351 

9.77 

1 

"1 

1  Maximum  and  minimum  costs  per  acre  were  ascertained  only  for  the  districts  where  stated. 
»  All  of  district  No.  19  and  a  small  part  of  No.  23  are  within  Little  River  drainage  district,  for  which  the 
average  cost  in  New  Madrid  County  was  about  $19.50  per  acre. 
» Including  costs  of  subdistricts. 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH       37 
Table  4. — Cost  of  the  drainage  districts — Continued 

SOUTHEASTERN  ARKANSAS 


Area 

Total  cost 

Cost  per  acre 

Drainage  district 

Average 

Maxi- 
mum 

Mini- 
mum 

Cypress  Creek 

Acres 
285,000 

Dollars 
1,885,000 

Dollars 
«6.62 

Dollars 

Dollars 

YAZOO 

BASIN 

Northern 

98,000 
74,000 
95,000 
95,000 
152, 140 
44,280 
91,000 
92,000 

» 726,  575 
4  893,900 
560, 179 
900,  745 
991, 465 
337, 596 
425,  294 
150,000 

7.42 
12.07 
5.90 
9.48 
6.52 
7.62 
4.67 
1.63 

Bogue  Hasty 

Riverside 

7.31 

2.92 

Black  Bayou... .. 

Bogue  Phalia. 

9.88 
10.09 

1.48 

Murphy  Bavou 

1.21 

l^elzoni '. 

Atchafalaya _ 

2.42 

.69 

Total  or  average _ 

741, 420 

4,985,754 

6.73 

LOUISIANA 


Gravity  districts: 

Portage... 

White  Und  Cypress  Bayou 
Bayou  Terre-aux-Boeufs... 
No.  2,  La  Fourche  Parish.. 
Pumping  districts: 

No.  12,  La  Fourche  Parish. 

Sunset 

Jefferson-Plaquemines 

Total  Oi-  average 


76, 380 

28,508 

214,000 

27,888 

8,459 
10, 774 
37, 750 

403, 759 


75,000 

20,000 

885,000 

171,  577 

284,  500 
371, 438 
358,000 


2, 165. 515 


0.98 

.71 

4.13 

6.15 

33.63 

34.50 

9.50 


42.00 


18.50 


EASTERN  NORTH  CAROLINA 


Moyock _ 

14, 441 

30,  753 

9,600 

8.000 

100,000 

48,000 
400,000 
45,000 
35, 000 
735,  374 

3.32 

laoo 

8  4.69 
4.38 
7.35 

Albemarle 

No.  4,  Washington  County 

4.97 

2.98 

Pantego                    .                                  ... 

Mattamuskeet .         

Total  or  average 

162,794 

1,  263,  374 

7.77 

..... 

SOUTHERN  NORTH  CAROLINA 


Tlea  Hill                                            .           

23,  710 
33,600 

63,847 
150,000 

2.69 
4.47 

IBack  Swamp  and  Jacob  Swamp       

6.36 

1.27 

Total  or  average 

57,  310 

213, 847 

3.73 

SOUTH  CAROLINA 


Cowcastle              .      ..    _.__....... ............ 

40,860 
2,816 

in,  123 
4,001 

4.19 
1.42 

Rum  Neck      ... 

Total  or  average 

43,  676 

175, 124 

4.02 

*  Districts  Nos.  2  and  5  within  this  district,  comprising  18,160  acres,  cost  about  $5.60  per  acre. 

» Including  costs  of  subdistricts  and  estimated  amounts  for  included  portions  of  independent  districts. 

« In  addition,  all  this  district  was  assessed  in  Pungo  River  drainage  district,  which  cost  $2.68  per  acre. 


38  TECHNICAL  BULiLETIN   19  4,  U.  S.  DEPT.  OF  AGRICULTURE 


Table  4. — Cost  of  the  drainage  districts — Continued 

ST.  JOHNS  BASIN 


Drainage  district 


Area 


Total  cost 


Cost  per  acre 


Average 


Maxi- 
mum 


Mini- 
mum 


Dollars 


Baldwin 

Bostwick 

EastPalatka 

Hastings 

South  Hastings 

New  Smyrna-De  Land. 

Total  or  average.. 


ACTfS 

68,251 
16  000 
5.000 
22,445 
66,000 
56, 000 


Dollart 

654,846 

31.000 

62,600 

214,  500 

500,000 

^  710, 000 


Dollars 
9.52 
1.94 

12.60 
9.55 
8.93 

12.67 


Dollars 


223,  696 


2, 172, 846 


CENTRAL  FLORIDA 

Taft 

54,000 
42,000 

140, 164 
456,000 

2.60 
10.86 

! 

96,000 

596,164 

6.22 

! 

i 

WEST  COAST  AREA,  FLORIDA 

Lake  Largo-Cross  Bayou. 

Pinellas  Park 

Sugar  Bowl 

Limestone 

lona ._. 


Total  or  average. 


13, 100 
14, 000 
25.000 
17,  500 
21,000 


120,000 
100,000 
114. 000 
86.  000 
800,000 


90,  600       1,  220, 000 


9.16    

7.15   

4. 56  (8) 

4.91  44.70 

38.10   


13.47 


INDIAN  RIVER  AREA 


47,000 
50,000 
23,750 
75,284 

•700,000 

9  600,000 

550,000 

1, 755, 906 

14.89 
12.00 
23.12 
23.33 

Indian  River  Farms                                       

15.65 

North  St  Lucie  River 

1 

1 

196, 034 

3,  605,  906 

18.40 

1 

' 

LOWER  EAST  COAST  AREA,  FLORIDA 

Lake  Worth                                              - 

130,000   10  3,100,000 
142,300   10  1,000,000 

23.85 
7.02 

Rnnthprn 

Total  or  average 

272, 300       4, 100,  000 

15.63 

'     ■ 

Grand  total  or  average             .  

4, 126,  089 

47,  397,  335 

11.  50  i  49.  50 

0.69 

7  Omitting  indebtedness  canceled  in  reorganization. 

8  The  average  cost  in  Manatee  County  was  about  $7  and  in  Sarasota  County  about  $3.50  per  acre, 

9  Omitting  cost  to  private  developers  of  work  acquired  without  cost  to  district. 

10  Omitting  cost  for  Everglades  drainage  district.    (See  Table  5.) 

The  cost  figures  given  for  the  greater  number  of  the  districts 
are  the  total  amounts  of  the  bonds  issued.  For  a  few  districts 
more  accurate  figures  were  obtainable,  and  for  those  that  did  not 
issue  bonds  the  costs  are  given  according  to  statements  made  by 
officials  of  the  districts.  Many  districts  have  done  much  work  in 
reconstructing  and  extending  their  drainage  systems  subsequent  to 
original  construction,  through  the  original  or  through  subdistrict 
organizations.     Some  maintenance  and  repair  work  was  included 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH       39 

in  the  contracts  let  for  reconstruction  and  extension  in  certain  dis- 
tricts, and  the  cost  of  this  work  unavoidably  has  been  included  in 
the  figures  given.  On  the  other  hand,  bond  issues  made  primarily 
for  maintenance  have  been  omitted.  The  maximum  and  minimum 
costs  per  acre  shown  for  some  districts  were  computed  from  data 
on  benefits  assessed  in  Missouri,  Arkansas,  Mississippi,  and  Florida, 
and  on  classification  of  the  lands  in  North  Carolina.  Costs  in  the 
enterprises  in  Louisiana  are  spread  at  a  uniform  rate  per  acre  for 
each  district  or  subdistrict. 

The  district  having  the  highest  average  cost  per  acre  is  in  the 
west-coast  area  of  Florida.  (See  Table  4.  The  cost  of  Delta 
Farms  drainage  district,  in  Louisiana,  was  not  ascertained.)  Its 
cost  per  acre  is  more  than  four  times  that  of  any  other  district  in 
the  same  group,  which  may  have  been  due  to  an  unusual  amount 
of  litigation  in  organization,  to  the  proportion  of  rock  encountered 
in  excavating  the  ditches,  and  to  high  cost  of  selling  the  bonds  to 
finance  the  enterprise.  Also,  contracts  were  let  when  prices  for 
labor  and  materials  were  very  high.  The  individual  districts  of 
next  highest  average  cost  are  the  relatively  small  wet-prairie  recla- 
mations in  southern  Louisiana.  There  the  length  of  levees  is  large 
in  proportion  to  the  area  assessed,  the  soft  foundations  make  the 
cost  large  in  proportion  to  the  size  of  the  embankment,  and  ex- 
pensive pumping  plants  are  necessary. 

The  groups  of  highest  average  cost  are  those  of  the  Indian  River 
area  and  the  St.  Francis  Basin.  In  the  former  section,  the  ditches 
ordinarily  are  placed  closer  together  than  is  common  in  most  sec- 
tions, in  order  to  give  outlet  to  farms  of  small  size,  and  many  times 
the  cost  of  grading  the  ditch  banks  to  serve  as  roads  has  been 
included.  The  high  cost  for  many  of  the  St.  Francis  Basin  districts 
has  been  due  principally  to  the  great  quantity  of  water  coming 
from  adjacent  higher  lands  that  must  be  carried  through  or  around 
the  district,  and  to  the  great  distances  that  the  drainage  originating 
within  the  district  must  be  carried  by  artificial  channels  because  of 
the  low  elevation  of  the  general  ground  surface  with  respect  to  the 
surrounding  land. 

A  large  variation  in  the  cost  of  drainage  districts  is  to  be  expected, 
owing  to  large  differences  in  the  costs  for  promotion  and  organiza- 
tion, including  litigation  with  opposing  interests  and  commissions 
and  other  expenses  in  selling  bonds  for  development  projects;  in  the 
prices  paid  for  labor  and  materials  of  construction,  which  vary  with 
time  and  with  location  of  the  work;  and  in  the  amount  of  drainage 
works  constructed  in  proportion  to  area  assessed.  The  length  of 
ditches  varies  from  less  than  one-fourth  mile  in  four  districts  to  more 
than  3  miles  in  two  districts,  per  square  mile  of  land.  The  great  dif- 
ferences in  length  are  due  to  differences  in  topography  and  in  the 
degree  of  drainage  provided.  The  ditches  vary  greatly  in  width 
and  depth,  also,  according  to  amount  of  water  to  be  carried  and  to 
the  fall  obtainable  along  the  channel.  The  length  and  size  of  ditches 
bear  no  definite  relation  to  the  size  of  the  area  benefited  or  included 
within  the  district  boundaries,  and  the  same  is  true  concerning  levees. 


40         TECHNICAL  BULLETIN   19  4,  U.  S.  DEPT.  OF  AGRICULTURE 
FINANCIAL  STATUS  OF  THE  DISTRICTS 

INDEBTEDNESS 

Very  few  drainage  districts  have  operated  on  the  "pay  as  you 
go  "  plan,  the  only  one  among  those  covered  by  this  investigation 
being  one  in  Florida.  The  others  studied,  excepting  four  subdis- 
tricts  in  Louisiana  financed  by  private  corporations,  have  been 
financed  by  bond  issues.  Information  was  secured  concerning  the 
bond  issues  of  54  of  the  districts,  as  summarized  in  Table  5.  The  total 
of  bonds  issued  by  these  districts,  including  subdistricts  and  portions 
of  overlapping  districts,  is  shown  to  be  approximately  $44,567,000, 
averaging  about  $11.60  per  acre  on  all  the  land  included.  The  bonds 
were  issued  in  1917  to  1925,  to  mature  in  1918  to  1959.  The  amount 
■outstanding  in  1926  is  estimated  as  about  $37,670,000.  Apparently, 
some  $6,900,000  has  been  paid,  and  three  of  the  districts  in  North 
Carolina,  comprising  about  55,400  acres,  have  completed  payment  foi- 
their  drainage. 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH       41 


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42  TECHNICAL  BULLETIN   19  4,  U.  S.  DEPT.  OF  AGRICULTURE 

The  North  Carolina  drainage  law  requires  that  district  bonds  shall 
be  payable  one-tenth  each  year,  beginning  three  years  after  the  date 
of  issue.  Other  States  allow  the  districts  more  discretion  in  adjust- 
ing the  payments  to  make  them  least  burdensome  upon  the  land- 
owners and  to  secure  best  prices  for  the  bonds.  Most  commonly  in 
the  other  States  the  first  bonds  come  due  about  5  years  and  the  last 
about  20  years  after  date  of  issue.  For  a  number ,  of  issues  in 
Florida,  and  a  few  elsewhere,  maturities  begin  7  to  10  years  from 
•date;  the  last  bonds  of  some  issues  are  not  due  until  40  years  after 
issued.  Ordinarily  the  maturities  are  arranged  so  that  the  annual 
tax  for  both  principal  and  interest  will  be  approximately  uniform 
after  the  first  bonds  come  due.  In  the  case  of  a  second  issue,  some- 
times it  has  been  arranged  to  make  only  small  principal  payments 
until  all  the  first  issue  has  been  paid. 

The  reduction  of  bonded  indebtedness  is,  as  determined,  15.5  per 
•cent  of  the  total  incurred  by  these  54  districts.  The  bonds  outstand- 
ing in  1926  are  85.1  per  cent  of  the  total  issued  by  the  51  districts 
that  owe  them.  The  amount  unpaid  averages  $9.93  per  acre  on  all 
the  land  in  those  districts;  it  varies  from  26  cents  per  acre  in  one 
district  to  $37.48  per  acre  in  another;  it  exceeds  $20  per  acre  in  seven 
districts  comprising  435,000  acres,  and  $10  per  acre  in  nine  other 
districts  comprising  1,080,000  acres. 

Table  5  shows  that  of  the  34  districts  reporting  the  status  of  pay- 
ments on  their  outstanding  bonds,  8  districts  were  in  default  at  the 
time  of  the  investigation.  At  least  three  others  in  North  Carolina 
and  Florida  would  be  in  default  had  they  not  in  1923  to  1925  secured 
assistance  from  the  bondholders  themselves  in  order  technically  to 
meet  their  obligations  coming  due.  In  one  case,  refunding  bonds 
were  issued;  in  another  case  the  dealers  who  had  bought  the  bonds 
were  organized  into  a  company  that  made  further  loans  to  the  dis- 
trict (which  haye  since  been  repaid) ;  and  in  the  third  case  the 
district  was  reorganized  and  refinanced,  in  which  process  there  was 
forced  a  reduction  in  the  accumulated  indebtedness  equivalent  to 
one-third  the  prior  bond  issue  and  eight  years'  interest  on  that  issue. 
The  real-estate  boom  in  Florida  caused  the  owners  of  land  there  to 
pay  the  delinquent  taxes,  with  penalties  and  interest,  and  enabled  the 
drainage  districts  that  had  bought  delinquent  land  to  sell  them  at  a 
profit.  Thus  many  districts  in  that  State  were  able  to  pay  their 
overdue  obligations. 

DRAINAGE  AND  OTHER  TAXES 

In  Missouri,  Arkansas,  and  Mississippi  the  amount  of  benefit  that 
each  tract  of  land  will  receive  from  construction  of  the  drainage 
works  is  determined  according  to  the  law,  and  the  cost  of  the  district 
is  assessed  in  proportion  to  those  benefits.  The  same  method  is 
followed  in  nearly  all  drainage  districts  in  Florida.  In  North 
Carolina  and  South  Carolina  the  lands  in  each  district  are  divided 
into  five  classes,  according  to  benefits,  and  each  acre  in  the  four 
higher  classes  is  assessed,  according  to  its  class,  at  two,  three,  four,  or 
five  times  the  rate  per  acre  of  the  lowest  class.  For  most  of  the 
drainage  in  Louisiana,  the  cost  is  levied  at  a  uniform  rate  per  acre 
in  each  district  or  subdistrict ;  a  small  part  has  been  assessed  in  pro- 
portion to  the  value  of  the  property.     Since  1921,  districts  in  Louisi- 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH       43 

ana  constructing  levees  or  pumping  plants  may  apportion  the  cost 
.according  to  benefits. 

Before  the  drainage  bonds  are  sold,  taxes  are  assessed  sufficient  to 
pay  the  bonds  and  interest  as  they  come  due,  and  ordinarily  an  addi- 
tional amount  to  provide  for  incidental  expenses  such  as  collecting 
and  disbursing  the  moneys  and  to  provide  for  a  small  percentage  of 
uncollectible  taxes.  This  additional  assessment  is  rather  commonly 
10  per  cent  of  that  needed  for  paying  the  bonds  and  interest.  Further 
annual  levies  are  made  by  the  districts,  as  deemed  necessary  or  ex- 
pedient, for  maintenance  and  repair  of  the  ditches  and  other  drain- 
age works  and  for  operation  of  the  pumping  plants.  There  are 
also  other  taxes  against  these  lands,  for  general  State  and  county 
expenses,  for  improved  highways  and  consolidated  schools  in  most 
districts,  and  for  maintenance  of  State  levees  along  the  Mississippi 
River. 

The  average  amounts  of  annual  taxes  per  acre  in  each  district 
for  drainage  and  other  purposes  are  shown  in  Table  6  as  completely 
as  determined.  The  drainage  taxes  were  computed  from  the  total 
annual  tax  or  from  the  rates  of  taxation  and  the  assessed  benefits. 
The  other  taxes  are  averages  for  a  number  of  tracts  in  each  district 
selected  as  probably  representing  the  total  of  such  taxes  outside  the 
cities  and  towns.  The  figures  are  mostly  for  1925  or  1926,  in  some 
instances  for  1924,  according  to  the  latest  information  available. 
The  averages  for  the  groups  and  for  the  entire  area  were  deter- 
mined by  weighting  the  district  averages  according  to  the  respective 
acreages. 


Table  6. — Average  anmial  taxes  in  the  drainage  districts 

ST.  FRANCIS  BASIN 


Area 

Drainage  taxes  per  acre 

Other 

taxes 

per 

acrei 

All 
taxes 
per 
acre 

Drainage  district 

Aver- 
age 

Mail- 
mum 

Mini- 
mum 

Little  River. 

Acres 

531, 672 
38,100 
32, 270 
30,000 

126, 734 
56,943 

193, 000 

170, 000 

Dollars 

1.97 

.61 

.33 

1.06 

.58 

8  1.28 

»1.22 

Dollars 
2.80 

Dollars 
0.28 

Dollars 

Dollars 

"No.  19,  New  Madrid  County 

0.90 

»2.61 

No.  23,  New  Madrid  County 

T^o.  29,  New  Madrid  County 

St.  Francis 

.73 

2.28 

.73 

2.01 

No.  9,  Mississippi  County.. 

3.50 

No.  17,  Mississippi  County 

2.27 

4.80 

.76 

3.00 

Total  or  average 

U,  135, 000 

1.66 

i 


1 

BLACK  AND  CACHE  RIVERS  AREA 

'Central  Clay 

90,000 
86,000 
37,000 
89,500 

0.70 

.67 

*1.96 

.38 

0.90 
.95 

0.09 
.10 

0.20 
.90 
.12 

1.00 

0.90 

Western  Clay      

1.47 

Cache  River  No  2 

2.08 

1.38 

Total  or  average 

301,500 

.72 

1  Determined  in  each  district  from  several  tracts  selected  as  representative. 

« Including  taxes  on  these  tracts  in  Little  River  and  No.  12  drainage  districts. 

3  Including  taxes  of  overlapping  drainage  districts  and  subdistricts. 

•*  All  of  drainage  district  No.  19  and  a  small  part  of  No.  23  are  within  Little  River  drainage  district. 


44  TECHNICAL  BULLETIN   19  4,  U.  S.  DEPT.  OF  AGRICULTURE 


Table  6. — Average  annual  taxes  in  the  drainage  districts — Continued 

SOUTHEASTERN  ARKANSAS 


Area 

Drainage  taxes  per  acre 

Other 
taxes 
per 
acre 

AU 

taxes 

per 

acre 

Drainage  district 

Aver- 
age 

Maxi- 
mum 

Mini- 
mum 

Cypress  Creek 

Acres 
285,000 

Dollars 
•0.58 

Dollars 

Dollars 

Dollars 
1.18 

Dollars 
1.76- 

YAZOO  BASIN 


Northern ._ 

98,000 
74,000 
95,000 
95,000 
152, 140 
44,280 
91,000 
50,400 

»0.66 
U.15 
.71 
1.00 
.71 
1.05 
.55 
.30 

2.45 
2.79 
1.55 
1.14 

3.11 

Bogue  Hasty... 

3.94 

Riverside „. _ 

0.87 

0.35 

2.26- 

Black  Bayou...  ...       ..... 

2.14 

Bogue  Phalia 

1.03 
1.36 

.15 
.16 

Murphy  Bayou 

Belzoni 

1.31 
1.34 

1.86 

Atchafalaya,  Hurnphreys  County 

1.64 

Total  or  average 

699,820 

.76 



LOUISIANA 


Gravity  districts: 

Portage 

76,380 

27,888 

214,000 

8,459 
10,  774 
37, 750 

0.10 
.50 
.25 

3.50 
3.50 
2.50 

No.  2,  La  Fourche  Parish 

Bayou  Terre-aux-Boeufs 

Pmnping  districts: 

No.  12,  La  Fourche  Parish.. 

Sunset _ 

Jefferson-Plaquemines -_ 

Total  or  average 

375, 251 

.63 

EASTERN  NORTH  CAROLINA 


No.  4,  Washington  County. 


9,600 


0.58 


75 


SOUTH  CAROLINA 

Cowcastle .         

40,860 
2,816 

0.43   

0.16 

0.59* 

Rum  Neck ..... 

.14  1 

1 

Total  or  average 

43, 676 

.41  1 

ST.  JOHNS  BASIN 


68,868 
16,000 
5,000 
56,000 
56,000 

«0.49 
.14 
1.12 
.82 

6  1.00 

0.09 
.39 

0.58- 

Bostwick _  .  - 

.53 

East  Palatka 

South  Hastings 

1.0& 



Total  or  average 

201,868 

.69 

i 

1 

1 

CENTRAL  FLORIDA 


Taft 

54,000 
42,000 

0.32 
L41 

0.18 
.80 

0.5O 

Peace  Creek 

2.21 

96,000 

.80 

» Including  taxes  of  overlapping  drainage  districts  and  subdistrict  s. 

*  Omitting  $1.03  per  acre  assessed  by  drainage  district  No.  5,  on  12,000 

•  Drainage  taxes  levied  for  interest  only,  prior  to  1927. 


ECONOMIC  STATUS  OF  DRAINAGE  DISTRICTS  IN  THE  SOUTH       45 


Table  6. — Average  annual  taxes  in  the  drainage  districts — Continued 

WEST  COAST  AREA,  FLORIDA 


Area 

Drainage  taxes  per  acre 

Other 
taxes 
per 
acre 

All 
taxes 
per 
acre 

Drainage  district 

Aver- 
age 

Maxi- 
mum 

Mini- 
mum 

Acres 
13,100 
14,000 
17,000 
17,500 
21,000 

Dollars 

1.02 

1.10 

.72 

.43 

3.28 

Dollars 

Dollars 

Dollars 

Dollars 

Pinellas  Park                          - 

1.53 
.15 
.16 
.83 

2.63 

Siiirar  Rnwl    TVfanatfifl  Coiint.V 

87 

3.91 

0.06 

.59 

lona                                                                      -         

4.11 

T'ntal  nr  ftvArftcfi 

82, 600 

1.42 

INDIAN  RIVER  AREA 


Fellsmere                                                 --- 

47,000 
50,000 
23,  750 
75,284 

L50 
1.62 
1.60 
3.33 

0.54 
1.70 

2.04 

Indian  River  Farms                      ._  .  

2.30 

3.32 

Wnrt  Piprfp.  Tfarm<? 

North  St  Lucie  River 



1.61 

4.94 

196,  034 

2.24 

1 

LOWER  EAST  COAST  AREA,  FLORIDA 


Lake  Worth - 

130,  000 
142,  300 

3.16 
1.00 

0.87 
1.35 

M.53 

Smithftrn 

7  2.65 

272,  300 

2.03 

For  entire  acreage 

3, 698,  649 

1.19 

7  Including  Everglades  drainage  district  taxes. 

Table  6  shows  the  average  annual  drainage  taxes  for  the  48  dis- 
tricts to  range  from  10  cents  to  $3.50  per  acre,  and  to  exceed  $2.25  per 
acre  in  7  districts  comprising  more  than  450,000  acres,  12  per  cent  of 
all  tabulated.  Against  some  15,000  acres  of  cut-over  land  in  one 
large  district  the  drainage  tax  was  $4.80  per  acre.  Taxes  for  other 
purposes  than  drainage,  according  to  the  table,  ranged  from  9  cents  to 
$2.79  per  acre  per  year,  and  the  total  of  all  taxes  from  50  cents  to 
$4.94  per  acre  per  year.  In  districts  comprising  810,000  acres,  the 
total  of  all  taxes  averaged  more  than  $3  per  acre,  including  226,000 
acres  at  $4  and  more.  For  these  districts  as  a  whole,  the  drainage 
taxes  are  just  about  half  the  total  taxes,  but  for  most  individual 
districts  this  is  not  even  approximately  true. 

DELINQUENT  TAXES 

The  financial  difficulties  experienced  by  many  of  the  drainage 
districts  have  been  caused  by  the  failure  to  collect  the  drainage  taxes 
against  considerable  acreages,  mostly  cut-over  lands  owned  by  lumber 
companies  or  unimproved  lands  in  the  hands  of  development  com- 
panies or  speculative  purchasers.  The  lands  actually  cultivated  have 
been  able,  probably  without  exception,  to  pay  their  own  taxes,  but  the 
unimproved  lands  have  been  an  unexpected  burden  upon  the  owners. 

It  is  important  to  bear  in  mind  the  difference  in  method  of  levying 
drainage  taxes  and  other  taxes.  The  latter  are  assessed  almost 
always  according  to  valuation  of  the  property,  which  puts  the  highest 


46  TECHNICAL  BULLETIN   19  4,  U.  S.  DEPT.  OF  AGRICULTURE 

taxes  upon  the  producing  lands.  On  the  other  hand,  drainage  taxes^ 
generally  are  assessed  in  proportion  to  the  benefits  to  be  received 
from  the  drainage,  and  thus  are  most  often  greatest  on  the  unculti- 
vated lands,  which  generally  can  not  produce  the  taxes  until  there 
has  been  further  investment  for  buildings  ^nd  land  clearing  and 
sometimes  for  roads  to  give  access  to  the  lands.  Thus  in  a  drainage 
district  where  the  average  tax  for  drainage  is  approximately  half  the 
total  for  all  purposes,  in  proportion  to  area  the  greater  part  of  the 
drainage  taxes  usually  will  fall  upon  the  nonproducing  lands  and  the 
greater  part  of  the  other  taxes  upon  the  cultivated  lands. 

Taxes  of  $2  to  $2.50  per  acre  and  more  on  good  farm  land  growing^ 
staple  crops  are  not  a  matter  of  small  consequence.  They  are  equiva- 
lent to  8  per  cent  interest  on  a  value  $25  to  $31  per  acre.  Table  1 
shows  62  per  cent  of  the  land  in  these  districts  as  unimproved.  A 
small  portion  of  this  land  bears  a  virgin  growth  of  saw  timber,  other 
portions  are  yielding  some  ties  and  staves  and  naval  stores,  while  yet 
other  portions  are  used  part  of  the  time  as  open  range  for  cattle.  In 
one  of  the  smaller  districts,  which  cost  less  than  $2  per  acre,  land- 
owners stated  that  the  benefit  to  the  land  for  pasture  and  for  the 
production  of  timber  and  naval  stores  exceeded  the  cost  of  drainage. 
The  vast  majority  of  the  owners  of  unimproved  lands  in  the  drainage 
districts,  however,  find  that  the  taxes  on  these  lands  greatly  exceed 
the  revenue  from  them.  Most  of  this  land  is  owned  in  large  tracts  by 
people  who  have  no  desire  to  farm  it,  but  who  expected  to  sell  most 
of  it  years  ago.  While  it  is  held  unproductive  the  taxes  and  the  in- 
terest on  its  cost  are  rapidly  increasing  the  investment.  Limited 
resources  have  made  some  owners  unable  to  meet  their  tax  bills,  and 
apparent  lack  of  prospect  for  selling  the  land  has  persuaded  others 
to  discontinue  such  payments. 

Information  secured  from  many  of  the  districts  concerning  drain- 
age-tax delinquencies  indicate  that  the  amounts  uncollected  for  the 
last  year  (1924  in  the  Mississippi  Valley  and  1925  in  the  Atlantic 
States)  ranged  from  practically  nothing  up  to  more  than  60  per 
cent  of  the  amounts  levied,  and  averaged  more  than  20  per  cent  for 
those  districts.  For  the  4-year  or  5-year  period  beginning  with 
1921,  the  delinquencies  reported  ranged  up  to  27  per  cent  and  aver- 
aged about  half  this  maximum.  Two-thirds  of  the  largest  district  in 
Louisiana  and  smaller  portions  of  other  districts  have  reverted  to  the 
State  for  nonpayment  of  taxes.  An  appreciable  part  of  each  year's 
delinquency  is  collected  within  the  next  year  or  two  in  nearly  all 
cases,  but  district  officials  stated  that  the  amount  of  land  being  sold 
for  taxes  was  increasing. 

The  amounts  of  delinquent  taxes  not  only  have  made  some  dis- 
tricts unable  to  pay  their  bonds  and  interest  as  the  payments  have 
come  due  but  also  have  embarrassed  other  districts  in  the  mainte- 
nance of  the  drainage  works,  and  are  causing  no  little  uneasiness  in 
a  great  many  as  to  their  future  operation  and  development. 

MEANS  OF  INCREASING  REVENUES 

The  only  means  of  forcing  payment  of  the  assessments  against 
any  tract  is  to  have  the  land  sold  for  the  taxes.  Statutory  provisions 
regarding  redemption  by  the  prior  owner,  however,  and  payment  for 
improvements  to  the  property  made  during  the  redemption  period, 
are  generally  such  as  to  prevent  the  sale  of  any  considerable  amount 


ECONOMIC  STATUS  OP  DRAINAGE  DISTRICTS  IN  THE  SOUTH       47 

of  unimproved  land  under  such  circumstances.  Lands  on  which 
State  taxes  are  not  paid  in  Louisiana  revert  to  the  State,  to  be  sold 
for  not  less  than  the  assessed  value  when  the  delinquency  occurred, 
which  was  generally  higher  than  its  subsequent  market  value.  This 
condition,  and  the  State's  policy  of  withholding  the  mineral  rights 
when  selling  its  lands,  are  said  to  have  prevented  such  tracts  from 
passing  into  hands  that  would  develop  them  and  pay  the  taxes. 
Some  drainage  laws  require  that  the  drainage  districts  shall  buy  the 
lands  offered  at  tax  sales  unless  some  other  bidders  purchase  them 
for  the  taxes  due  plus  interest  and  penalties.  But  the  districts  have 
no  funds  for  paying  either  drainage  or  other  taxes  except  by  collect- 
ing from  the  paying  lands. 

The  executive  boards  of  drainage  districts  have  limited  authority 
to  increase  the  drainage  assessments.  Where  benefits  are  assessed^ 
the  total  tax  against  any  tract  for  the  installation  costs  of  the  district 
can  not  exceed  the  benefits  against  thnt  tract.  The  annual  levies  for 
maintenance  of  the  works  likewise  are  limited  by  law.  A  reassess- 
ment of  benefits  can  be  made  only  in  the  same  manner  as  the  original 
assessment.  Some  districts  in  Missouri  and  Arkansas  have  already 
incurred  costs — and  thereby  have  levied  taxes — up  to  80  and  even  90 
per  cent  of  the  assessed  benefits.  In  Louisiana,  the  statutes  limit  the 
annual  acreage  tax  for  drainage  to  $3.50  per  acre  in  districts  drained 
by  pumping,  and  to  50  cents  per  acre  and  TO  mills  per  dollar  of 
assessed  valuation  in  districts  drained  by  gravity.  (Since  1921, 
pumping  districts  may  organize  or  reorganize  under  the  drainage 
law  of  that  year  and  assess  benefits  as  the  basis  for  levying  drainage 
taxes.) 

The  practical  limit  of  drainage  taxes,  however,  is  the  amount  that 
the  landowners  can  and  will  pay.  With  their  consent,  increased 
benefits  can  be  assessed.  But  when  the  taxes  rise  above  what  the 
owners  are  either  able  or  willing  to  pay  they  are  not  paid,  and  further 
increases  in  the  tax  rate  result  in  increasing  the  delinquencies  rather 
than  the  district  revenues.  Many  of  the  districts,  both  in  the  Missis- 
sippi Valley  and  in  the  Atlantic  States,  have  reached  or  have  closely 
approached  the  assessment  rates  that  will  yield  the  largest  collections. 
While  the  land  boom  of  1925  was  temporarily  helpful  to  drainage 
district  finances  in  Florida,  the  large  percentage  unpaid  of  the  1925 
levies  suggests  that  some  of  these  districts  may  soon  again  be  unable 
to  meet  their  obligations. 

Because  of  the  burden  of  drainage  and  other  taxes  and  the  unsatis* 
factory  rate  at  which  the  cut-over  lands  were  being  sold,  a  movement 
was  begun  in  southeastern  Missouri  prior  to  1926  to  seek  Federal 
funds  for  refunding  the  drainage  district  bonds,  to  be  amortized  over 
a  long  period  of  years  at  a  low  rate  of  interest  or  without  interest. 
An  organization  with  this  purpose  was  formed  early  in  1927,  national 
in  scope  but  seeking  support  particularly  among  the  drainage  districts 
of  the  lower  Mississippi  Valley. 

CONCLUSIONS 

If  conditions  in  the  58  drainage  districts  that  were  studied  in  1926 
fairly  represent  the  general  situation  in  all  the  districts  in  the  regions 
discussed,  as  it  is  believed  they  do,  there  are  in  these  regions  about 
6,500,000  acres  assessed  for  drainage  but  yielding  practically  no  re- 


48  TECHNICAL  BULLETIN   19  4,  U.  S.  DEPT.  OF  AGRICULTURE 

turn  therefor.  Should  all  this  land  be  brought  into  use  at  the  average 
rate  that  has  obtained  in  the  districts  studied,  complete  utilization 
would  require  about  26  years  from  1926.  Should  development  proceed 
at  the  rate  for  1920  to  1926,  about  40  years  would  be  required.  For 
the  districts  in  the  three  States  where  most  development  has  taken 
place,  it  would  appear  that  complete  utilization  would  be  reached  in 
about  12  years,  at  the  average  rate  for  that  area,  or  in  16  years  at 
the  rate  for  1920  to  1926.  In  the  other  four  States,  past  development 
has  been  too  erratic  and  slow  to  be  considered  indicative  of  the  future 
when  a  permanently  profitable  system  of  agriculture  shall  have  been 
developed  for  the  lands  now  of  uncertain  utility  and  when  an  effec- 
tive plan  of  settlement  has  been  adopted  generally. 

The  rate  of  development  will  not  be  uniform,  as  it  has  not  been, 
with  respect  to  either  time  or  locality.  It  will  be  greatest  where  and 
when  the  profitableness  of  agriculture  seems  most  assured.  With 
rsuch  assurance  in  any  section,  there  will  be  a  tendency  toward  acceler- 
ated development  in  each  district  in  that  section  until  most  of  the 
unimproved  land  is  included  in  farms  and  is  reduced  in  amount  to 
such  a  point  that  the  burden  of  carrying  it  as  an  investment  or  spec- 
ulation is  not  unbearable.  Also  with  the  assurance  of  profits  from 
agriculture,  undoubtedly  new  drainage  districts  will  be  organized 
that  will  compete  with  the  existing  districts  in  the  market  for  new 
lands. 

A  profitable  agriculture  is  the  first  essential  to  permanent  develop- 
ment in  these  districts.  An  agriculture  more  profitable  than  obtains 
at  present  is  necessary  if  relief  is  to  be  found  for  those  districts  that 
are  in  financial  difficulty.  There  must  be  at  least  the  expectation  of 
a  profitable  agriculture  if  the  owners  of  the  nonproducing  lands  are 
to  be  persuaded  to  continue  or  resume  payment  of  the  drainage  taxes, 
if  investors  are  to  be  influenced  to  extend  further  credit  in  order 
that  the  district  may  continue  to  function,  or  if  settlers  are  to  be 
obtained  to  develop  the  land. 

A  further  need  in  order  to  bring  about  utilization  of  the  lands  is 
that  they  shall  be  sold  to  farmers  rather  than  to  persons  who  are 
not  qualified  by  experience,  resources,  and  temperament  to  subdue 
and  farm  them.  Farm  units  must  be  large  enough  to  provide  a 
reasonable  standard  of  living  for  the  farmer's  family.  In  general, 
land  prices  must  not  exceed  the  difference  between  a  reasonable  capi- 
talization of  the  productive  value  and  the  costs  for  drainage,  clear- 
ing, buildings,  and  other  necessary  improvements,  including  public 
improvements  such  as  roads  and  schools.  Easy  terms  of  payment  and 
other  extensions  of  credit  permit  settlers  with  little  capital  to  take 
up  the  lands,  and  also  are  more  likely  to  bring  in  persons  without 
proper  qualifications  and  who  therefore  are  of  no  benefit  to  the 
district. 

The  development  of  improved  farms  by  the  owners  of  the  unim- 
proved land  seems  to  offer  promise  of  hastening  the  rate  of  bringing 
the  new  land  into  production.  This  requires  a  larger  investment  by 
the  landowners,  but  the  purchaser  of  a  going  farm  avoids  certain 
hardships  and  worries  and  usually  is  willing  to  pay  for  the  advan- 
tage. Pending  sale,  these  farms  may  be  rented  to  tenants  or  operated 
with  hired  labor. 

U.  S.  GOVERNMENT  PRINTING   OFFICE:  1930 

For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  C. Price  10  cents 


Technicai.  Bulletin  No.  193   (^"T^V^^gy^TW  September,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


EXPERIMENTS  ON  THE  PROCESSING  AND 

STORING  OF  DEGLET  NOOR  DATES 

IN  CALIFORNIA 

By  A.  F.  SiEVERs,  Senior  Biochemist,  Office  of  Drug  and  Related  Plants,  and 
*W.  R.  Barger,  Associate  Physiologist,  Office  of  Horticultural  Crops  and 
Diseases,  Bureau  of  Plant  Industry  ^ 


CONTENTS 


Page 

Introduction 1 

The    Deglet    Noor    date    industry    in 

California 2 

Methods  of  handling  the  crop 2 

Characteristics  of  Deglet  Noor  dates-  3 

Experimental   work 4 

Methods  of  sampling  and  analy- 
sis    5 

Examination  of  fresh  dates 6 


Page 

Experimental  work — Continued. 

Effect  of  processing  conditions-  8 
Effect  of  slow  processing  on  gen- 
eral conditioning  of  fruit 11 

Experiments   on    storage 15 

Effect     of     pasteurization     and 

freezing  on  keeping  quality--  20 

Summary 22 

Literature    cited 23 


INTRODUCTION 

The  storage  of  California  dates  over  considerable  periods  to  permit 
the  orderly  marketing  of  the  fruit  has  received  little  attention  until 
recent  years,  and  no  extensive  practical  tests  have  been  recorded  on 
the  behavior  of  these  dates  under  various  conditions  of  storage.  The 
date  industry  in  the  Coachella  Valley,  Calif.,  is  of  comparatively  re- 
cent origin,  and  until  the  last  few  years  much  of  the  crop  has  been 
marketed  fresh  as  soon  as  harvested.  However,  with  the  rapid 
increase  in  production  of  the  Deglet  Noor  date,  a  choice  cane-sugar 
variety,  it  is  desirable  that  some  means  be  provided  whereby  the  fruit 
may  be  harvested,  processed,  and  stored  in  order  that  it  may  be  mar- 
keted over  a  prolonged  period  without  loss  of  its  fine  quality.  This 
will  assure  better  returns  to  the  growers  than  can  logically  be  ex- 
pected if  the  old  practice  of  marketing  the  crop  within  the  compara- 
tively short  harvest  period  is  continued.  It  may  also  relieve  the 
demand  for  labor  and  space  in  the  packing  houses  by  extending  the 
work  of  grading,  packing,  and  shipping  over  a  much  longer  period. 

As  a  basis  for  working  out  practical  methods  of  handling  and  stor- 
ing Deglet  Noor  dates  with  a  minimum  loss  of  their  characteristic 

^  The  writers  wish  to  make  acknowledgment  of  the  facilities  provided  for  this  work  by 
the  growers  of  Deglet  Noor  dates  in  the  Coachella  Valley,  Calif.  Besides  the  United  States 
Experiment  Date  Garden  at  Indio,  Calif.,  special  mention  is  made  of  the  Deglet  Noor  Date 
(Growers'  Association,  Narbonne  ranch,  Cook  ranch,  and  Cowgill-Conner  Date  Co.,  whose 
cooperation  has  been  of  great  value.  Reports  on  the  progress  of  the  work  have  been  made 
from  time  to  time  to  the  growers  at  the  annual  meetings  of  the  Date  Growers'  Institute. 

111597°— 30 1 


2  TECHNICAL  BULLETIN    19  3,  U.  S.  DEPT.  OF  AGRICULTURE 

qualities,  an  investigation  was  undertaken  to  study  the  behavior  of 
this  fruit  under  various  conditions  of  storage.  It  was  not  the  inten- 
tion to  make  a  thorough  chemical  study  of  the  fruit,  since  this  had 
already  been  done  or  undertaken  by  other  investigators  {12,  i)^^ 
but  rather  to  obtain  only  such  chemical  data  as  would  be  useful  in 
interpreting  physical  observations  and  in  serving  as  a  criterion  of 
quality  in  the  fruit.  The  moisture  content  and  the  percentage  of 
reducing  and  total  sugars  proved  to  be  valuable  guides  in  formulating 
l^acking-house  and  Storage  practices. 

Methods  of  picking  the  dates  and  the  packing-house  routine  were 
studied  in  the  field.  Special  attention  was  paid  to  the  separation  of 
the  fruit  into  various  lots  based  on  the  degree  of  maturity,  and  ex- 
periments were  conducted  on  the  processing  of  the  fruit  in  these  lots. 
The  storage  tests  included  studies  on  the  behavior  of  the  various  lots 
under  different  storage  conditions  over  periods  ranging  from  2  to 
10  months. 

THE  DEGLET  NOOR  DATE  INDUSTRY  IN  CALIFORNIA 

The  Deglet  Noor  date  is  produced  in  California  largely  in  the  Coa- 
chella  Valley.  Numerous  other  varieties  have  been  planted,  many  of 
them  mainly  for  experimental  purposes.  Of  the  15  or  20  varieties 
now  grown  in  this  valley  from  offshoots,  only  4,  namely,  Zehedy, 
Khadrawy,  Saidy,  and  Deglet  Noor,  have  been  planted  to  the  extent 
of  1,000  trees  or  more.  The  Deglet  Noor  variety  has  been  planted 
more  extensively  than  all  the  others,  the  total  number  of  trees  set 
out  in  commercial  gardens  being  estimated  at  more  than  15,000.  The 
harvested  crop  of  this  variety  was  estimated  at  42,000  pounds  in 
1921,  107,000  pounds  in  1922,  190,000  pounds  in  1923,  400,000  pounds 
in  1924,  450,000  pounds  in  1925  (when  the  crop  was  reduced  by  dam- 
age from  rain),  625,000  pounds  in  1926.  800,000  pounds  in  1927,  about 
1,200,000  pounds  in  1928,  and  more  than  1,600,000  pounds  in  1929. 
As  new  trees  are  coming  into  bearing  every  year,  it  is  expected  that 
there  will  be  a  steady  increase  in  the  annual  production  of  this  date 
for  several  years. 

METHODS  OF  HANDLING  THE  CROP 

The  bearing  Deglet  Noor  date  palm  has  from  6  to  10  fruit  clusters 
growing  from  near  the  terminal  bud.  Some  date  growers  consider 
that  from  the  standpoint  of  productiveness  the  ideal  cluster  consists, 
after  pruning,  of  about  30  threads,  each  bearing  about  30  dates.  All 
growers,  however,  cut  part  of  the  Deglet  Noor  bunches  off  entirely  or 
else  prune  all  of  them  considerably. 

The  fruit  does  not  ripen  uniformly  throughout  the  clusters  nor 
upon  a  thread,  and  this  necessitates  picking  over  the  entire  garden  at 
intervals  of  a  few  days  to  two  weeks,  depending  on  the  w^eather. 
Fruit  that  is  permitted  to  mature  fully  on  the  tree  is  lacking  in  uni- 
formity, and  a  large  proportion  of  it  is  of  relatively  poor  keeping 
quality.  In  general  the  dates  are  not  picked  until  they  are  hazel  in 
color  and  have  dried  enough  to  show  slight  wrinkles  of  the  skin. 
They  are  transported  from  the  field  in  shallow  boxes  holding  about 
20  pounds,  and  after  being  fumigated  under  vacuum  to  kill  insects 

-  Italic  numbers  in  parenthesis  refer  to  Literature  Cited,  p.  23. 


DEGLET   NOOR   DATES   IN    CALIFORNIA  d 

and  insect  eggs,  the  dust  and  sand  are  removed  by  towels  or  by 
mechanical  dry  brushes,  and  the  dates  are  sorted  by  hand  into  lots 
of  uniform  maturity.  They  are  then  processed  under  heat  until  the 
texture  of  the  flesh,  including  the  white  portion,  or  "  rag,"  ^  adjoining 
the  seed,  becomes  soft  and  amber  in  color.  This  treatment  also  re- 
moves the  astringency  and  causes  the  flesh  to  become  somewhat  trans- 
lucent. After  processing  and  further  conditioning  to  reduce  the 
moisture  content,  the  dates  are  again  sorted  into  grades  according  to 
texture,  shape,  and  color,  then  packed  and  again  fumigated  under 
vacuum.  The  fancy  grades  are  packed  in  10-ounce  and  1-pound 
boxes,  and  the  standard  grades  in  3-pound,  5-pound,  and  20-pound 
cartons. 

CHARACTERISTICS  OF  DEGLET  NOOR  DATES 

The  ripening  of  Deglet  Noor  dates  is  accompanied  by  a  gradual 
change  of  color  of  the  skin  from  rose  to  amber,  cinnamon,  and 
finally  to  hazel ;  the  flesh  softens  and  the  rag  is  gradually  eliminated. 
The  astringency  of  the  immature  dates,  due  to  the  presence  of  tannin, 
is  gradually  reduced,  as  the  tannin  is  deposited  in  an  insoluble,  taste- 
less form.  This  occurs  rather  rapidly  in  picked  fruit  of  fair  maturity. 
It  proceeds  almost  regardless  of  the  temperature  at  which  the  fruit 
is  held  and  appears  to  be  fairly  independent  of  the  other  major 
changes  that  take  place  during  ripening.  The  ripening  progresses 
from  the  tip  of  the  fruit  to  the  stem,  and  more  rapidly  near  the  skin 
than  near  the  seed.  The  flesh  at  the  shoulder  (stem  end)  of  the 
fruit  adjoining  the  seed  is  the  last  part  to  take  on  the  character- 
istics of  the  soft-ripe  fruit,  and  the  rose  color  of  the  skin  around 
the  opening  at  the  stem  end  is  the  last  to  fade  into  the  cinnamon  or 
hazel  color  of  the  ripe  skin.  The  amount  of  rag  and  the  vividness 
of  the  color  ring  are  indicators  of  the  relative  maturity.  Coinci- 
dent with  the  changes  in  color  and  texture  and  the  disappearance  of 
the  astringency  there  take  place  a  reduction  in  the  moisture  content 
and  a  gradual  inversion  of  cane  sugar  to  reducing  sugar  through 
the  action  of  enzymes,  but  each  reaction  appears  to  be  largely  inde- 
pendent of  the  others. 

Under  normal  conditions  the  several  changes  which  take  place  as 
the  fruit  matures  proceed  fairly  uniformly,  but  weather  conditions 
before  it  is  picked  and  the  treatment  to  which  it  is  later  subjected  fre- 
quently unbalance  these  processes,  so  that  the  several  changes  do  not 
take  place  in  normal  relationship  to  one  another.  The  change  in 
the  color  of  the  skin  may  proceed  faster  than  the  softening  of  the 
flesh;  the  tannin  may  change  to  an  insoluble,  tasteless  form  before 
the  fruit  reaches  the  soft-ripe  stage  at  which  this  usually  takes 
place;  and  the  inversion  of  cane  sugar  in  the  flesh  near  the  skin 
and  adjoining  the  seed  may  proceed  far  enough  to  cause  sirup  to 
form  before  the  remainder  of  the  flesh  has  materially  softened.  Such 
abnormal  changes,  however,  do  not  generally  occur  in  the  regular 
commercial  processing  of  the  fruit. 

Deterioration  of  quality  in  the  date  manifests  itself  in  a  number 
of  ways.  The  skin  may  darken  to  an  unattractive  chestnut  or 
mahogany  color;  there  may  be  an  excessive  inversion  of  cane  sugar, 

3  The  white,  unsof tened,  fibrous  flesh  of  the  Deglet  Noor  date  is  called  "  rag."  The 
name  is  suggested  by  the  stringy  texture,  particularly  of  that  portion  adjacent  to  the  seed. 


4  TECHNICAL  BULLETIN    19  3,  U.  S.  DEPT.  OF  AGRICULTURE 

with  the  resultant  formation  of  sirup;  or  the  fruit  may  sour  as  a 
result  of  excess  moisture.  Coincident  with  any  of  the  foregoing 
conditions  there  is  usually  complete  loss  of  the  characteristic  flavor. 
In  order,  therefore,  to  fulfill  the  requirements  of  the  industry,  the 
commercial  storage  of  Deglet  Noor  dates  must  be  so  conducted  as  to 
prevent  or  reduce  to  a  minimum  the  several  types  of  deterioration 
referred  to.  To  accomplish  this,  the  sorting  of  the  fruit  according 
to  its  condition  and  stage  of  maturity  and  the  processing  of  the 
several  lots  in  strict  accordance  with  the  requirements  are  of  prime 
importance.  It  is  necessary,  therefore,  to  understand  thoroughly 
the  behavior  of  the  fruit  under  various  conditions  of  handling  and 
to  study  the  relationship  of  its  treatment  in  the  packing  house  to 
its  storage  qualities.  It  was  for  this  purpose  that  the  investigations 
were  undertaken. 

EXPERIMENTAL  WORK 

As  a  basis  for  storage  experiments  undertaken,  the  fruit  was  sorted 
into  a  number  of  groups  that  appeared  to  represent  definite  changes 
of  maturity,  as  indicated  by  certain  characteristics  of  color  and  tex- 
ture. In  some  seasons  the  fruit  sorted  on  the  basis  of  physical 
characteristics  does  not  entirely  represent  the  same  stages  of  ma- 
turity as  fruit  of  similar  lots  in  other  seasons,  but  on  the  whole  the 
relative  differences  between  lots  are  fairly  consistent  and  are  a 
valuable  aid  in  determining  the  characteristics  that  it  must  possess 
for  successful  storage.  The  colored  illustrations  *  of  the  dates  shown 
in  Plate  1  are  representative  of  the  several  groups  into  which  the 
fresh  fruit  was  separated,  and  the  characteristics  of  these  groups  are 
described  in  Table  1. 

Table  1. — Physical  characteristics  of  Deglet  Noor  dates  at  various  stages  of 

maturity 


Tip  half 

Shoulder 

Color  of  ring  at 
stem  end 

Approxi- 
mate 

Designation 
of  stage  * 

Color 

Texture 

Color 

Texture 

amount 
of  rag  at 
shoulder 
(per  cent) 

A,  full  rose 

Rose  to  amber 

Amber 

Amber  to  cin- 
namon. 
Cinnamon  to 
hazel. 

Hazel 

Hard  to  firm.. 

Firm 

Yielding 

Yielding      to 
pliable. 

Pliable  to 
slightly  soft; 
translucent. 

Pliable 

Pliable  to 
leathery. 

Rose 

...do 

Pale  rose__ 

Amber  to 
cinna- 
mon. 

Cinnamon 
to  hazel. 

Hazel 

Russet 

Hard 

...do 

Firm 

Yielding.. 

Pliable.... 

...do 

Pliable 
to  leath- 
ery. 

Rose  _. 

100. 

B,  half  rose 

C,  rose  shoulder. 

D,  turning 

E,  soft  ripe 

F-Q  e  soft  wrin- 
kled. 

H,  semidry 

do__ -. 

do 

Pale  rose  to  light 
brownish  pur- 
ple. 

No  well-defined 
color. 

Some  rose  color, 
others  no  well- 
defined  color. 
do 

100. 
100. 

50to75> 

Hazel  to  rus- 
set. 

do 

None  to  76. 
Do. 

"  As  a  matter  of  convenience  these  terms  will  be  used"  throughout  this  bulletin  to  designate  fruit  of  the 
several  stages  of  maturity. 

*  Fruit  in  stages  D  to  O  has  considerably  more  rag  when  picked  in  November  than  fruit  of  the  same  stages 
picked  in  September  and  early  October. 

« In  the  stages  F-G  is  included  much  fruit  that  dries  on  the  tree  before  normal  ripening  takes  place. 

*  The    colors    were   determined    according    to    the    following    publication :    Ridgwat,    R. 
COLOR  STANDARDS  AND  COLOR  NOMENCLATURE.     43  p.,  illus.     Washington,  D.  C.     1912. 


Processing  and  Storing  Deglet  Noor  Dates 


Plate  1 


fi^^ieadmoAi/ 


Litbo.  A.  Hoen  ft  Co.,  Inc. 


California-grown  Deglet  Noor  dates  at  various  stages  of  maturity,     (Natural  size.) 
For  a  description  of  the  fruit  at  these  stages  see  Table  1 


DEGLET   NOOE    DATES   IN    CALIFORNIA  O 

METHODS    OF    SAMPLING    AND   ANALYSIS 

Facilities  for  making  the  required  chemical  analyses  of  the  dates 
\eYe  not  available  in  the  region  where  the  dates  were  grown,  and 
the  samples  to  be  analyzed  were  too  numerous  for  all  to  be  taken  care 
of  at  the  time  the  fruit  was  picked  and  processed.  It  was  necessary, 
therefore,  to  prepare  the  samples  in  such  a  way  that  the  analytical 
work  could  be  done  at  the  United  States  Horticultural  Field  Labora- 
tory at  Lamanda  Park,  Calif.  During  the  harvest  period  of  1924  the 
processing  rooms  at  the  United  States  Experiment  Date  Garden  at 
Indio  were  used  for  processing  the  fruit  in  the  various  experiments. 
For  the  two  subsequent  seasons  processing  rooms  were  built  and 
equipped  at  the  laboratory  at  Lamanda  Park,  which  made  it  pos- 
sible to  bring  the  fruit  directly  from  the  field  to  the  laboratory 
where  the  experiments  could  be  conducted. 

In  preparing  samples  from  any  one  lot  for  moisture  and  sugar 
determinations,  approximately  1  pound  of  representative  fruit  was 
picked  from  the  lot  and  the  seeds  were  removed.  The  dates  were 
then  immediately  passed  twice  through  a  common  food  chopper  and 
the  *ground  material  was  thoroughly  mixed  by  means  of  a  spatula  or 
a  thiri-bladed  knife.  Thus  prepared,  it  was  used  immediately  for 
the  several  analyses. 

MOISTURE   DETERMINATIONS 

On  account  of  the  high  sugar  content  of  dates,  the  quantitative 
removal  of  moisture  from  the  ground  material  is  rather  difficult. 
Facilities  for  using  an  electric  vacuum  oven  were  not  available  for 
this  work,  therefore  the  moisture  determinations  during  the  first 
year's  work  could  not  be  made  according  to  the  most  approved 
method,  but  the  samples  were  prepared  in  such  a  way  that  removal 
of  the  moisture  could  be  accomplished  fairly  readily.  Ten  grams 
of  the  ground  material  was  placed  in  a  wide-mouthed  bottle  of  250 
cubic  centimeters  capacity  containing  175  cubic  centimeters  of  95  per 
cent  alcohol.  The  contents  were  brought  to  a  gentle  boil  in  a  water 
bath  and  maintained  at  that  temperature  for  about  10  minutes. 
After  the  mass  was  thoroughly  broken  up,  the  bottle  was  securely 
closed  with  a  rubber  stopper.  Later  the  alcoholic  solution  was  care- 
fully decanted  into  a  weighed  250  cubic  centimeter  beaker,  and  the 
solid  residue  was  washed  into  a  weighed  150  cubic  centimeter  beaker 
with  95  per  cent  alcohol.  The  bottle  was  thoroughly  rinsed  several 
times  with  95  per  cent  alcohol,  and  the  rinsings  were  added  to  the 
first  beaker.  By  this  process  most  of  the  sugar  is  removed  from  the 
other  solids  and  the  evaporation  of  the  water  facilitated.  Both 
beakers  were  placed  on  a  w^ater  bath  until  most  of  the  liquids  were 
evaporated,  and  then  they  were  kept  overnight  in  an  electric  oven 
at  a  temperature  not  exceeding  90°  C. 

After  the  first  year's  work  the  moisture  determinations  were  made 
by  the  Sterling-Bidwell  method  (1).  By  this  method  the  moisture 
can  be  determined  with  reasonable  accuracy  in  about  II/2  hours  from 
the  time  the  fruit  is  ready  to  be  sampled,  which  makes  it  well  adapted 
to  rapid  control  work  in  the  packing  house. 

SUGAR  DETERMINATION 

Samples  for  determining  the  direct  reducing  and  total  sugars  were 
prepared  as  follows:  40  grams  of  the  ground  dates  were  weighed 


6  TECHNICAL  BULLETIN   19  3,  U.  S.  DEPT.  OF  AGRICULTURE 

on  a  small  piece  of  thin  paper  and  thus  transferred  to  a  pint  fruit 
jar  of  the  clamped-cover  type  containing  300  cubic  centimeters  of 
80  per  cent  alcohol.  About  half  a  gram  of  calcium  carbonate  was 
added,  and  the  contents  were  heated  in  a  water  bath  to  near  the 
boiling  point  and  maintained  at  that  temperature  for  about  10 
minutes.  The  mass  of  ground  dates  was  then  thoroughly  broken  up 
w4th  a  glass  rod  and  the  jar  sealed.  In  this  condition  the  samples 
were  kept  until  the  analyses  could  be  undertaken.  To  proceed  with 
the  analysis  the  contents  of  the  jar  were  again  heated  in  a  water 
bath  to  near  the  boiling  point  and  the  liquid  was  decanted  into  a 
1,000  cubic  centimeter  volumetric  flask.  The  solid  matter  remain- 
ing was  thoroughly  broken  up  and  transferred  to  a  400  cubic  centi- 
meter beaker  v/ith  about  200  cubic  centimeters  of  80  per  cent  alcohol 
and  warmed  gently  to  60°  C.  After  settling,  the  supernatant  liquid 
was  added  to  the  contents  of  the  flask  and  the  solid  residue  thor- 
oughly stirred  and  digested  with  about  150  cubic  centimeters  of 
distilled  water  at  60°  for  several  minutes,  after  which  the  entire 
contents  were  transferred  to  the  flask.  The  jar  and  the  beaker  were 
thoroughly  rinsed  with  80  per  cent  alcohol  and  the  rinsings  added 
to  the  flask.  The  contents  of  the  latter  were  then  made  up  to  1,000 
cubic  centimeters  with  80  per  cent  alcohol,  the  whole  w^as  thoroughly 
mixed,  and  the  flask  was  set  aside,  with  occasional  shaking  for  at 
least  six  days. 

For  the  determination  of  the  total  and  reducing  sugars,  100  cubic 
centimeters  of  the  filtered  solution  from  the  flask  w^as  transferred 
to  a  250  cubic  centimeter  beaker,  evaporated  on  a  water  bath  to  a 
small  volume,  and  then  transferred  with  about  200  cubic  centimeters 
of  hot  water  to  a  250  cubic  centimeter  flask.  The  solution,  after  cool- 
ing, was  clarified  with  lead-acetate  solution,  made  up  to  volume 
with  distilled  water,  filtered,  the  excess  lead  precipitated  with  dry- 
sodium  oxalate,  and  the  solution  again  filtered.  Fifty  cubic  centi- 
meters of  this  filtrate  was  then  transferred  to  a  250  cubic  centimeter 
volumetric  flask  and  made  up  to  volume  with  distilled  water.  For 
the  determination  of  direct  reducing  sugars,  25  cubic  centimeters  of 
this  solution  was  used  for  reduction.  For  the  total  sugar  determi- 
nation, 50  cubic  centimeters  was  transferred  to  a  100  cubic  centimeter 
volumetric  flask,  5  cubic  centimeters  of  hydrochloric  acid  (specific 
gravity  1.178)  added,  and  the  solution  allowed  to  stand  overnight. 
The  next  morning  the  contents  were  made  up  to  volume  with  dis- 
tilled water,  approximately  neutralized  with  anhydrous  sodium  car- 
bonate, and  25  cubic  centimeters  was  used  for  reduction.  The  Mun- 
son  and  Walker  method  of  reduction  was  used  in  all  cases,  and  the 
copper  was  determined  by  Bertrand's  permanganate  method. 

The  direct  reducing  sugars  in  these  dates  resulted  from  the  gradual 
inversion  of  the  cane  sugar  on  the  tree  or  after  picking.  The  per- 
centages of  total  sugar  reported,  therefore,  represent  the  percentage 
of  reducing  sugar  plus  the  percentage  of  cane  sugar  present,  calcu- 
lated on  the  moisture-free  basis. 

EXAMINATION  OF  FRESH  DATES 

The  first  experiment  undertaken  was  to  determine  the  variation 
in  moisture,  reducing  sugar,  and  total  sugar  content  of  fresh  Deglet 
Noor  dates  produced  in  different  localities  in  the  valley.  For  this 
purpose  dates  were  obtained  from  a  number  of  gardens  at  several 


DEGLET   NOOR  DATES   IN    CALIFORNIA 


periods  during  the  harvest  seasons  of  1924,  1925,  and  1926.  The 
locations  of  these  gardens  are  as  follows:  Garden  S  at  Indio;  K,  8 
miles  west  of  Indio;  L,  8  miles  south  of  Indio;  N,  12  miles  south  of 
Indio  near  the  foothills.  Samples  of  fruit  were  also  obtained  from 
two  adjoining  trees  at  the  United  States  Experiment  Date  Garden  at 
Indio,  which  are  designated  G'  and  G". 

From  60  to  80  pounds  of  fruit  was  picked  for  each  lot  whenever 
it  was  available  in  such  quantities.  The  fruit  was  thoroughly 
cleaned  and  separated  into  lots  representing  the  several  stages  of 
maturity,  according  to  the  physical  characteristics  given  in  Table  1, 
and  illustrated  in  Plate  1,  and  the  moisture  and  sugar  determinations 
were  made,  the  results  of  which  are  given  in  Table  2.  Some  of  this 
fruit  was  processed  with  moderate  heat  to  obtain  the  desired  color 
and  texture  and  again  examined  with  regard  to  moisture  and  sugar 
content.  The  results  of  these  examinations  are  given  in  Table  4 
and  are  discussed  in  a  later  section. 

Table  2. — Percentage  of  moisture,  reducing  sugar,  and  total  sugars^  in  freshly 
idckcd  Deglet  Now  dates  from  various  sources  and  at  various  periods  and 
st&ges  of  maturity  during  1924,  1925,  and  1926 


Year 
and 
source 

Stage  of 
matur- 
ity 2 

Date  of 
picking 

Mois- 
ture 

Reduc- 
ing 
sugar 

Total 
sugar 

Year 

and 

source 

Stage  of 

m?.tur- 

ity2 

Date  of 
picking 

Mois- 
ture 

Reduc- 
ing 
sugar 

Total  ' 
sugar 

1924 

Per  cent 

Per  cent 

Per  cent 

1925 

Per  cent 

Per  cent 

Per  cent 

B 

Oct.     7 

35.69 

11.34 

64.86 

c,  ..  . 

Oct.     2 

35. 48 

12.34 

74.43 

S 

C 

...do..._ 

42.01 

15.50 

78.78 

K 

D-E-. 

—do 

29.46 

17.11 

72.30 

D-E.. 

...do.... 

39.98 

20.09 

84.89 

F-G.. 

..-do 

24.96 

IS.  50 

73.35 

F-G-. 

...do.... 

C 

—do 

36.22 

14.  25 

75.83 

C 

-.-do..._ 

35.49 

11.04 

71.72 

N 

D-E.. 

...do 

31.09 

17.52 

76.67 

K 

{d-e.. 

-..do 

34.54 

13.91 

76.68 

F-G.. 

—do 

25.77 

19.  68 

76.  55 

F-G-- 

...do 

26.99 

16.52 

71.49 

A 

—do..... 

57.84 

4.22 

75.41 

C 

^D-E.. 
F-G.. 

...do 

...do 

...do 

37.46 
36.59 
30.18 

L 

B 

C 

...do 

do.... 

"37.'26' 
31.  65 

"i5."48' 
19.77 

G' 

13.12 

15.84 

79.61 
74.26 

75.  35 

D-E.- 

...do..... 

75.48 

C 

^D-E-. 

...do 

37.49 

10.84 

72.63 

F-G.. 

..-do 

29. -08 

21.25 

75.34 

O".... 

...do 

32.20 

12.75 

71.47 

C 

Oct.    20 

39.20 

11.13 

76.23 

F-G.- 

—do 

27.07 

16.22 

71.74 

S 

D-E.. 

...do 

34.  35 

12.82 

74.80 

B 

C 

Got.   21 
—do 

F-G.. 
H 

...do 

...do 

30.74 

13.68 

74.06 

S 

36.56 

12.11 

80.61 

D-E.. 

-.-do 

34.35 

16.42 

80.04 

C 

—do 

38.49 

11.93 

72.  62 

F-G-. 

-..do 

24.78 

16.38 

73.36 

K 

]d-e.. 

-.-do 

33.30 

18.33 

75.83 

C 

..:do 

37.60 

12.54 

78.13 

F-G.. 

...do 

29.51 

18.88 

73.83 

K 

D-E.. 

...do 

37.14 

18.93 

85.92 

C 

...do 

38.  44 

11.66 

72.93 

F-G.. 

..-do 

32.23 

18.19 

80.59 

N 

]d-e.. 

...do 

34.95 

16.  72 

72.  59 

C 

..-do 

36.75 

12.16 

80.  63 

F-G.. 

—do 

29.71 

18.11 

72.23 

G'.... 

^D-E.. 

...do 

33.39 

15.02 

74.23 

C 

Nov.    3 

37.35 

12.61 

77.98 

F-G.. 

...do 

34.88 

14.74 

75.97 

K 

{D-E.. 

..-do 

33.85 

15.87 

78.00 

C 

...do 

32.64 

12.02 

68.60 

F-G.. 

...do 

29.85 

17.88 

76.40 

G".... 

-^D-E.. 

...do 

29.70 

16.70 

79.77 

C... 

—do 

37.37 

9.23 

77.83 

F-G.. 

..-do 

27.73 

16.86 

80.25 

N 

{D-E.. 

...do 

34.47 

12.79 

78.27 

B 

Jc 

1d-e.. 

Nov.    7 

-.do 

...do 

[F-Q.. 

A 

B 

...do 

...do 

...do....- 

29.17 
48.55 
42.60 

15.12 
5.64 
6.79 

78.39 

S 

32.84 
30.54 

76.43 

12.91 

77.03 

76.04 

F-G.. 

..-do 

30.15 

14.13 

83.35 

L 

C 

...do 

38.  52 

9.94 

75.17 

C 

...do 

34.52 

12.  65 

81.  59 

D-E.. 

...do 

33.45 

12.11 

76.63 

K 

\t>-e.. 

...do 

30.15 

13.75 

71.  96 

F-G.. 

...do 

29.88 

16.81 

75.16 

F-G.. 

...do 

20.93 

17.34 

77.34 

1926 

C 

—do 

37.91 

9.00 

81.31 

C 

Sept.  24 

37.77 

15.33 

76.82 

G'.... 

■^d-e.. 

...do 

25.22 

12.98 

75.55 

D 

...do 

33.37 

18.71 

74.20 

F-G.. 

-..do..... 

21.91 

13.93 

73.99 

N 

D 

Sept.  29 

36.86 

18.07 

77.00 

C 

...do 

28.12 

9.85 

75.94 

E 

..-do 

32.27 

22.06 

73.38 

G".... 

^d-e.. 

...do 

27.42 

13.88 

80.99 

F 

Sept.  24 

31.76 

20.09 

75.47 

F-G.. 

.--do 

20.87 

15.  35 

77.43 

(C 

Oct.    15 

37.71 

12.13 

76. 35 

C 

Nov.  14 

30.29 

8.92 

75.  72 

N 

D 

...do 

31.98 

12.69 

75.74 

K 

|d-e.. 

...do 

39.87 

12.57 

80.56 

Ie 

-.-do 

30.44 

16.12 

7a  47 

F-G.. 

...do 

28.55 

13.74 

79.46 

IC 

Nov.  20 

30.62 

8.35 

74.75 

1925 

N 

D 

...do..... 

28.90 

11.11 

77.00 

C 

d-e.. 

Oct.     2 
...do 

37.28 
31.01 

11.79 
14.72 

75. 63 
72.96 

[e 

...do 

27.06 

12.85 

79.  27 

S 

F-Q.. 

...do 

29.74 

17.17 

75.92 

Ih 

...do. 

23.98 

15.51 

74.98 

Sugar  percentages  calculated  on  moisture-free  basis  in  all  cases.    ^»  According  to  Table  1  and  Plate  1. 


8  TECHNICAL  BULLETIN   19  3,  U.  S.  DEPT.  OF  AGRICULTURE 

A  study  of  Table  2  shows  that  the  moisture  content  declines  from 
over  40  per  cent  in  the  immature  fruit  to  30  per  cent  and  less  in  fruit 
sufficiently  far  advanced  to  make  it  suitable  for  processing,  while 
that  which  is  partially  dried  and  wrinkled  on  the  tree  contains  less 
than  20  per  cent.  There  is  some  indication  that  fruit  picked  in 
September  contains  more  moisture  than  comparable  fruit  picked  a 
month  or  more  later,  although  the  higher  atmospheric  humidity  dur- 
ing the  late  harvest  season  might  be  expected  to  have  a  contrary 
effect.  This  tendency  is  especially  indicated  by  the  data  on  fruit 
in  stage  D-E.  The  less  mature  fruit  (stages  B  and  C),  as  well  as 
that  which  is  riper  (stage  F-G),  is  less  uniform  within  the  lot,  and 
the  data  concerning  them  do  not  show  any  pronounced  trend.  That 
rainfall  will  increase  the  moisture  content  of  the  fruit  is  plainly  indi- 
cated. In  1925  fruit  that  was  picked  on  October  20  and  November  3, 
after  a  rainfall  of  several  inches  on  October  4,  contained  consider- 
ably more  moisture  than  comparable  fruit  picked  on  October  2.  The 
amount  of  irrigation  water  used  and  the  frequency  with  which  it  is 
applied  no  doubt  have  a  decided  effect  on  the  moisture  of  the  fruit, 
which  probably  accounts,  to  some  extent  at  least,  for  the  differences 
in  the  moisture  content  of  the  dates  of  comparable  stages  of  maturity 
obtained  from  different  gardens. 

The  Deglet  Noor  date  acquires  its  maximum  sugar  content  rela- 
tively early  (IS),  Immature  fruit,  designated  in  Table  1  as  full 
rose,  generally  contains  as  high  a  percentage  of  sugar,  calculated  on 
the  dry  weight  exclusive  of  the  seed,  as  more  mature  fruit,  but  the 
actual  weight  of  sugar  in  the  individual  dates  naturally  increases  as 
the  percentage  of  dry  matter  increases  with  progressive  ripeninsf. 
The  sugar  in  the  early  stages  is  mainly  cane  sugar,  relatively  small 
percentages  of  reducing  sugars  being  present;  but  as  ripening  pro- 
ceeds the  inversion  of  the  cane  sugar  continues  slowly  but  steadily. 
The  rate  of  this  inversion  on  the  tree  is  apparently  accelerated  by 
hot  weather,  because  it  is  observed  that  fruit  picked  in  November 
contained  a  larger  proportion  of  reducing  sugar  than  that  of  com- 
parable maturity  which  ripened  earlier  in  the  season  when  higher 
seasonal  temperatures  prevailed.  On  the  whole,  the  inversion  of  cane 
sugar  proceeds  quite  definitely  in  accordance  with  distinct  physical 
changes  in  the  fruit,  and  it  is  possible,  therefore,  if  desired  in  pack- 
ing-house procedure,  to  sort  the  fruit  on  the  basis  of  its  physical 
characteristics  and  thus  separate  that  which  contains  a  relatively 
high  proportion  of  reducing  sugar  from  fruit  less  advanced  in  this 
respect. 

From  the  data  given  in  Table  2  and  from  general  observations 
made  during  three  seasons  it  is  evident  that  fruit  from  different 
gardens  and  picked  at  different  periods  during  the  harvest  varies 
considerably  in  character.  This  fact  makes  it  important  that  date- 
packing  houses  be  provided  with  the  facilities  necessary  for  handling 
separately  the  various  lots  of  fruit  received  so  that  the  maximum 
amount  of  fruit  of  good  quality  may  be  produced. 

EFFECT  OF  PROCESSING  CONDITIONS 

The  pronounced  effect  of  the  temperature  in  the  processing  room 
on  the  physical  changes  in  the  Deglet  Noor  date,  and  especially  on 
the  rate  of  inversion  of  cane  sugar,  has  long  been  known.     About  25 


I 


DEGLET   NOOR  DATES   IN    CALIFORNIA  9 

years  ago  Forbes  (S,  p.  Jf72)  reported  on  the  work  of  Slade,  who 
discovered  that  dates  could  be  roughly  classified  into  cane-sugar  and 
invert-sugar  dates  and  that  the  Deglet  Noor  is  a  typical  cane-sugar 
date.  Following  the  death  of  Slade  in  1905  Vinson  \12)  continued 
the  work  on  artificial  processing,  but  later  laid  aside  the  heat-treat- 
ment method  in  favor  of  treatment  with  chemicals.  Freeman  (7), 
investigating  the  possibilities  of  processing  dates  by  incubation,  used 
temperatures  as  hi^h  as  120°  F.,  but  found  that  this  treatment  re- 
sulted in  the  inversion  of  most  of  the  cane  sugar.  In  his  opinion  the 
use  of  lower  temperatures  to  conserve  the  cane  sugar  required  too 
much  time  and  thus  increased  the  liability  of  the  fruit  to  become 
sour.  In  1912  Swingle  {10)  first  called  attention  to  the  changes, 
due  to  the  slow  action  of  moderate  heat,  that  take  place  in  Deglet 
Noor  dates  in  the  packing  cases  while  in  transit  from  the  Sahara, 
and  pointed  out  the  commercial  possibilities  of  using  similar  condi- 
tions in  the  artificial  maturation  of  this  variety  in  the  United  States. 
Drummond  (^),  in  1924,  reported  the  resufts  of  low-temperature 
maturation,  which  indicated  that  partially  ripe  Deglet  Noor  dates 
may  be  developed  into  good  marketable  fruit  by  subjecting  them  to 
a  temperature  not  exceeding  90°  for  about  five  days.  The  benefits 
of  such  treatment  are  now  readily  evident,  and  much  of  the  procedure 
in  Deglet  Noor  packing  houses  is  based  thereon.  High-temperature 
processing  of  Deglet  Noor  dates  is  now  used  almost  exclusively  for 
salvaging  fruit  that  contains  too  much  moisture  to  permit  its  being 
handled  by  any  other  method.  However,  Swingle  {11)  has  pointed 
out  that  such  dates  may  perhaps  be  dried  sufficiently  at  a  temperature 
not  in  excess  of  90°  by  means  of  air  dried  by  refrigeration,  thus 
reducing  the  necessity  of  using  the  higher  temperatures  for  such 
fruit. 

The  results  obtained  are  largely  in  accord  with  those  reported  by 
previous  investigators.  The  temperatures  to  which  the  fruit  is  sub- 
jected and  the  time  of  such  exposure  determine  the  final  condition 
of  the  fruit,  and  both  of  these  factors  must  be  properly  controlled 
in  accordance  with  the  requirements  of  the  fruit  under  treatment  in 
order  to  derive  the  maximum  benefit  from  artificial  processing. 

The  progressive  maturation  of  the  dates  under  such  conditions  may 
be  observed  by  the  following  changes :  (1)  Darkening  of  the  skin  and 
flesh;  (2)  elimination  of  the  rag  and  deposition  of  the  tannin;  and 
(3)  increase  in  the  amount  of  reducing  sugars  present.  A  tempera- 
ture of  110°  F.  or  even  90°  for  a  sufficient  length  of  time  to  com- 
pletely eliminate  the  rag  darkens  the  fruit  too  much  and  causes  the 
inversion  of  enough  of  the  cane  sugar  to  produce  a  sirupy  condition. 
If  the  fruit  is  not  too  far  advanced,  short  exposure  at  90°  or  longer 
periods  at  60°  to  75°  permits  it  to  assume  the  proper  color  and  elimi- 
nates most  of  the  rag  before  too  much  of  the  cane  sugar  is  inverted. 
Apparently  the  ratio  of  total  sugars  to  dry  matter  is  not  affected  by 
the  processing.  Such  differences  as  have  been  observed  are  not 
greater  than  normal  variations  in  the  fruit  and  can  not  be  ascribed 
to  any  particular  condition  of  treatment.  The  chief  consideration, 
therefore,  is  to  maintain  the  conditions  of  processing  within  such 
limits  that  the  fruit  will  be  brought  as  nearly  as  possible  to  its  best 
condition  in  all  respects  so  that  if  necessary  it  may  be  stored  for  a 
considerable  time  at  a  sufficiently  low  temperature  to  reduce  further 
111597"— 30 2 


10 


TECHNICAL  BULLETIN    19  3,  U.  S.  DEPT.  OF  AGRICULTURE 


inversion  of  cane  sugar  to  a  minimum  and  without  loss  of  the  desired 
color  and  texture.  The  normal  progressive  changes  in  the  fruit  when 
induced  and  stimulated  by  proper  processing  conditions  can  not  be 
entirely  checked  after  it  has  acquired  its  best  qualit}^,  but  by  prompt 
removal  from  the  processing  rooms  to  proper  conditions  of  tempera- 
ture changes  that  tend  to  deteriorate  the  fruit  may  be  considerably 
retarded.  This  is  more  fully  described  in  the  section  on  the  storage 
of  dates. 

Table  3. — Effect  of  processing  temperature  oii  the  moisture  and  sugar  content  * 

of  Deylet  Noor  dates 


Season  and  stage  of 
maturity  ^ 


Determinations 
before  treatment 


Sugars 


Mois- 
ture 


November,  1925        P.  ct 


48.55 


Re- 
duc- 
ing 


B -.;  42.60 


D-E. 


38.52 
33.45 


October,  1926 

D 31.98 

D 31.98 

E 30.44 


P.d 

5.64 

6.79 

9.94 

.12. 11 
16.81 


12.69 
12.69 
16.12 


Total 


P.  ct. 
76.43 

76.04 

75.17 

76.63 
75.16 


75.74 
75.74 
76.47 


Tem- 
pera- 
ture 


°  F. 

60-75 

95 

110 

60-75 

95 

110 

60-75 

95 

110 

95 

110 

95 

110 


95 


Time 


Determinations 
after  initial  treat- 
ment 


Mois- 
ture 


Sugars 


Re- 
duc- 
ing 


Days] 

9 
9 

7 


P.d. 

42.99 
27.85 
31.09 
38.63 
24.53 
31.98 
37.63 
30  85 
18.32 
33.32 
30  43 
28.22 
29.72 


28.85 


P.d. 

8.29 
16.71 
18.83 

8.18 
18.62 
26.17 
11.87 
26.25 
34.50 
18.59 
19.62 
20.66 
21.54 


16.44 


Total 


Tem- 
pera- 
ture 
used 


P.d. 

76.16 
75.49 
74.  70' 
76.  82 
76.72 
76.19 
75.64 
76.98 
78.  73: 
75.711 
76.  03' 
75.72 
76.28 


76.79 


■    105 

105 


95 

95 
110 

95 
110 


60-75 

eo-75 

60  75 


Addi- 
tional 
time 


Bayg 


DeterminatioYis 

after  additional 

treatment 


Moi.s- 
ture 


P.d. 
33.20 


7 

4    32.27 


25.64 

23.24 
17.22 
18.34 
16.13 


23.75 
27.64 
24.20 


Sugars 


Re- 
duc- 
ing 


Total 


18.85 


17.88 
16.83 
19.27 


P.ct. 
74.34 


75.44 

75.63 
75.20 
75.05 
74.86 


77.30 
77.69 
76.32 


1  Sugar  percentages  calculated  on  moisture-free  basis  in  all  cases.     '  According  to  Table  1  and  Plate  1. 

The  effect  of  processing  conditions  on  fruit  of  various  stages  of 
maturity  is  shown  in  Table  3.  Immature  fruit  designated  "  full 
rose  "  and  "  half  rose  "  has  not  reached  a  sufficiently  advanced  stage 
on  the  tree  to  permit  successful  processing.  A  temperature  of  90° 
to  95°  F.  will  cause  the  skin  to  change  to  a  cinnamon  or  hazel  color 
and  the  flesh  to  soften,  but  the  time  required  to  bring  it  to  the 
desired  physical  condition,  readily  acquired  by  riper  fruit,  is  too  long 
to  be  practicable.  In  more  mature  "  turning  "  fruit  the  rag  can  be 
softened  and  greatly  reduced  at  90°  to  95°  before  there  is  too  much 
inversion  of  cane  sugar  and  before  the  skin  darkens  to  an  objection- 
able degree.  Soft  ripe  fruit  comes  from  the  tree  with  a  considerable 
proportion  of  reducing  sugars.  For  that  reason  if  it  is  processed 
for  more  than  a  brief  period  it  becomes  sirupy  on  account  of  the 
further  inversion  of  cane  sugar,  and  the  skin  turns  dark.  Such 
fruit  dries  and  conditions  well  at  70°  to  80°  and  should  not  be  sub- 
jected to  higher  temperatures.  Soft  wrinkled  and  semidry  fruits 
vary  greatly  in  the  amount  of  rag  and  reducing  sugars  present, 
depending  on  the  stage  of  maturity  at  which  they  began  to  shrivel 
on  the  tree.     Three  general  classes  of  such  fruit  may  be  recognized : 


DEGLET  NOOR  DATES  IN   CALIFORNIA  11 

(1)  Dark  fruit,  with  a  high  ratio  of  reducing  sugar,  which  causes 
it  to  deteriorate  rapidly  in  appearance  and  flavor  when  processed; 

(2)  hazel-colored  fruit,  which  is  ripened  and  conditioned  on  the 
tree  and  which  deteriorates  when  jDrocessed  at  90°  or  above;  (3)  light- 
colored  fruit,  with  rose  or  light  brownish  purple  stem  end  rings  and 
considerable  rag.  The  last-mentioned  type  has  dried  prematurely 
but  is  of  good  flavor  and  may  be  marketed  as  a  dry  date.  It  is  too 
dry,  however,  to  be  improved  by  the  usual  processing  treatment  used 
for  turning  fruit. 

EFFECT    OF   SLOW   PROCESSING    ON    GENERAL    CONDITIONING    OF    FRUIT 

During  three  seasons  Deglet  Noor  dates  from  different  localities 
and  of  several  stages  of  maturity  were  processed  at  90°  to  95°  F.  over 
a  period  of  days,  and  the  effect  of  the  processing  was  noted  by  deter- 
mining the  moisture  and  reducing-sugar  content  at  intervals  while 
the  processing  continued.  The  relationship  of  the  moisture  content 
to  the  condition  of  the  fruit  was  given  special  attention,  in  seeking  a 
practical  way  to  so  control  the  conditions  of  processing  that  the 
conditioning  of  the  fruit  with  respect  to  moisture  content  could  pro- 
ceed as  far  as  possible  coincident  with  the  other  changes  that  are 
induced  in  the  fruit  during  such  treatment.  Table  4  shows  the 
extent  to  which  moisture  may  be  reduced  when  the  relative  humidity 
of  the  room  is  low.  General  observations  have  indicated  that  if  a 
relative  humidity  of  75  to  85  per  cent  is  maintained  in  the  processing 
room  by  means  of  humidifiers,  fruit  which  is  in  good  condition  to  be 
successfully  processed  but  which  contains  considerably  more  moisture 
than  is  permissible  fpr  packing  or  storing  loses  only  a  relatively 
small  proportion  of  such  excess  moisture.  On  the  other  hand,  a 
relative  humidity  as  low  as  25  or  35  per  cent  causes  an  appreciable 
reduction  in  the  moisture  content  but  at  the  same  time  does  not 
interfere  with  the  normal  processing  of  the  fruit.  Although  there 
is  some  indication  that  if  the  humidity  is  too  low  the  desired  changes 
in  the  color  of  the  skin  and  texture  of  the  flesh  will  be  retarded, 
it  is  evident  that  a  temperature  of  90°  to  95°  with  a  relative  humidity 
of  25  to  35  per  cent  will  effect  not  only  normal  processing  but  a 
beneficial  conditioning  in  fruit  that  is  suitable  for  such  treatment. 
If  a  procedure  based  on  this  fact  is  adopted  it  will  to  some  extent 
remove  the  necessity  for  subsequently  holding  the  fruit  in  trays  and 
will  thus  simplify  packing-house  operations. 


12         TECHNICAL  BULLETIN   19  3,  U.  S.  DEPT.  OF  AGRICULTURE 


c 
.2 

1 

1 

< 

3  bt  oJ 

Per  cent 

26."63 
25.75 
22.17 

""III"! 

Per  cent 

""25.'45" 
26.45 
24.27 

::::":::: 

CO 

III 

Per  cent 

""i7.*47' 
22.93 

c  h 

INiiMniMMMinNiNMiMi 

^  i  i  i  i  i  i  i  i       i  i  i  i  i  i  i  i  i  i  i  i  1  i  i  :  i  i  i  ; 

1 

CO 

< 

in 

Per  cent 

""27."  54' 
26.42 
23.32 
19.05 

|i 

Per  cent 

""'25.' 92' 

26. 85 

.    26.55 

25.72 

"" 

1 

■sag' 

(^     !  :  i  i  i  i  i  i  i         i 
1         1 

is 

0 

^^  ;  i  i  i  i  i  i  i  \^u^  l^^t^^^U^^t^^^^^^ 
^     i  i  i  i  i  i  i  i  i          i 

>> 

i 

14 

•k  !;::!  i  ::  Ml!  :^  ;  !gg  ::;;:;::;::  ! 
H  i  i  i  i  i  i  i  i  i  i  i  i  igj  i  128  i  i  :  i  :  i  i  i  i  1  i  1 
^  i  i  i  i  i  i  ii  i  i  :  i  i     i  i    •!:■;::::!::: 

II 

1  ;  !  !  :  :  !  ;  !  !  ;  !  ;  ;^  1  ;^^  ;  ;  :  :  :  !  :  ;  :  1  1  ! 

-     ;  ;  ;  I  :  ;  :  i  i  i  M^  ;  ;^^  i  i  ;  ;  i  i  i  i  i  1  i  i 
^  '  !  ;  :  ;  M  ;  1  i  :  ;  '     '  :        1  1  ;  :  ;  i  ;  ;  i  !  !  i 

■1 

1 

6     u    !    |S5S?^^§S2gSS?:?St^Bf38^gSSfeg?2-f2g2g?gSS5 

5  fl  S)      !       ^  CO  -^  »o  e^'  r-4  --H  .-4  rH  oi  c<i  »d  c4  00  orj  05 1---  <c  GO  c^  ec  c^"  r^  ov  t^  '*-  cc  00  esi 

«-^   i  « " 

II 

Per  cent 
37.75 
36.22 
37.26 
35.48 
37.28 
38.44 
38.49 
39.20 
37.36 
37.35 
37.77 
37.71 
33.37 
36.86 
29.75 
37.26 
34.36 
37.14 
30.54 
30.15 
30.87 
31.09 
31.65 
29.46 
32.01 
34.95 
33.30 
34.35 
32.47 
33.85 

Relative 
humid- 
ity in 
"oom 

1    1    <    1    1    1    1 1    1    1    1    1    1    1    I    1    1    1    >    1    1 

'^feddcddddcdccc'd'S.tedcdc'dc'dcc'ddo'd 

^•-^  i  i  i  i  i  i  i  i  i  i  1  i  i'^^  1  i  i  i  i  i  i  i  i  i  i  i  1 

n 

.5.2 

Oct.      6. 1924 
Oct.      2, 1925 

do 

do 

do 

Oct.    20,1926 

do 

do 

Nov.    3,1925 

do 

Sept.  24, 1926 
Oct.    14,1926 
Sept.  24, 1925 
Sept.  29, 1926 
Nov.  20, 1926 
Oct.      6, 1924 
Oct.    20,1924 

do 

Nov.    7,1924 

do - 

Nov.  14, 1924 
Oct.      2, 1925 

do 

do 

do 

Oct.    20,1925 

do 

do 

Nov.    3,1925 
do 

03 

So 
o 

1 

^^jMj^Mai;z;W;z;;z::^:^^';^'SaiWr«'M^^'JWcB';z:Ma2:t^^ 

!                 1                    i 

!                        I                             1        • 
!                        1                  -        ^ 

Oft                               ft 

DEGLET  NOOR  DATES  IN   CALIFORNIA 


13 


21.27 
19.33 
17.32 
22.  56 
28.68 
21.89 
19.07 



'""16.' 13' 
19.65 
24.71 

21.91 
16.46 
25.  21 
17.95 
23.96 
24.39 
22.57 

""■26.'05' 
25.17 
27.97 

!  i  i  i  i  1  isgg?  i  i  i 
i  i  i  i  i  i  i?5S2  i  i  i 



""'24.'90' 
24.48 
25.71 

18.19 
17.34 
13.74 
19.68 
21.  25 
18.50 
17.17 
18.11 
18.88 
13.68 
15.12 
17.88 
20.09 

s5gsr:§g.'t^E^.t:-^s 

^a§^"^s^s's?^^s?i;5 

•B,66^666666666 

Oct.    20.1924 
Nov.    7,1924 
Nov.  14, 1924 
Oct.      2, 1925 

do 

do 

do— 

Oct.    20,1925 

do 

-.-do- 

Nov.    3,1925 

do 

Sept.  24, 1926 

MWW'^'JWai:z:Ma3'^W^ 

F-G 

14  TECHNICAL  BULLETIN   19  3,  U.  S.  DEPT.  OF  AGRICULTURE 

Turning  and  soft  ripe  dates  generally  contain  more  than  30  per 
cent  of  moisture  when  picked,  and  although  this  percentage  is  re- 
duced by  processing  in  relatively  dry  air,  most  of  the  fruit  will  re* 
quire  more  drying  after  the  desired  color  and  texture  have  been  ob- 
tained in  the  processing  room.  In  order  to  insure  good  keeping 
qualities  it  appears  that  the  fruit  should  contain  not  more  than  25 
per  cent  of  moisture.  This  makes  a  reasonably  soft,  attractive  date 
that  will  not  readily  mold  or  turn  sour.  It  follows,  therefore,  that 
the  longer  the  fruit  is  to  be  held  the  more  important  it  is  that  the 
moisture  should  be  reduced  to  the  percentage  mentioned.  Several 
methods  are  used  for  drying  dates  by  circulating  air.  In  order  to 
minimize  inversion,  the  drying  should  be  done  at  a  temperature  not 
in  excess  of  70°  F.  In  the  experiments  here  recorded  shallow  trays 
with  wire  bottoms  allowing  a  free  circulation  of  air  were  used  with 
good  results.  By  this  method  the  moisture  of  the  dates  was  reduced 
to  the  extent  desired  in  about  a  week  without  any  material  increase 
in  the  proportion  of  reducing  sugars. 

Table  4  shows  that  under  the  conditions  described  the  rate  of 
inversion  of  cane  sugar  is  fairly  constant  in  the  fruit  from  the 
several  gardens  and  that  the  amount  of  reducing  sugar  present  when 
the  fruit  reaches  a  marketable  condition  depends  primarily  on  the 
extent  to  which  inversion  has  progressed  w^hen  the  fruit  is  picked. 
Consequently,  fruit  that  goes  into  the  processing  room  with  a  rela- 
tively high  percentage  of  reducing  sugar  is  very  likely  to  become 
sirupy  by  the  time  it  has  reached  a  satisfactory  condition  of  color 
and  texture.  It  has  been  mentioned  elsewhere  that  fruit  picked  early 
in  the  harvest  season  contains  proportionately  more  reducing  sugar 
than  fruit  of  comparable  appearance  picked  later.  It  follows,  there- 
fore, that  late-season  fruit  may  be  brought  to  the  desired  color  and 
texture  without  too  much  inversion  of  cane  sugar,  but  that  early- 
season  fruit  of  approximately  the  same  stage  of  maturity  presents 
more  of  a  problem  in  this  respect. 

Fruit  of  comparable  appearance  picked  at  the  same  time  from  the 
several  gardens  differed  somewhat  in  the  amount  of  moisture  and 
reducing  sugar  present,  but  on  the  whole  comparable  lots  of  such 
fruit  may  be  processed  under  the  same  conditions  with  reasonably 
uniform  results.  A  packing  house  receiving  fruit  from  different 
gardens  must  be  equipped  to  handle  many  lots  of  fruit  according  to 
their  condition.  There  is  evidence  to  show  that  three  sets  of  condi- 
tions with  respect  to  processing  and  conditioning  will  adequately 
handle  the  several  lots  of  fruit  usually  received  from  the  gardens 
and  produce  a  maximum  proportion  of  good,  marketable  fruit. 
There  should  be  available:  (1)  Rooms  at  95°  F.  for  fairly  rapid 
processing;  (2)  rooms  at  80°  for  slow  processing  and  conditioning; 
and  (3)  rooms  at  60°,  preferably  with  circulating  air,  for  condition- 
ing with  a  minimum  inversion  of  cane  sugar. 

Daily  sorting  of  the  fruit  that  has  progressed  far  enough  in  the 
processing  rooms,  especially  in  those  rooms  where  the  higher  tempera- 
tures are  maintained,  will  assure  the  production  o'f  the  largest  pro- 
portion of  choice  fruit.  This  is  practicable  only  on  a  small  scale. 
In  no  single  lot  of  dates,  no  matter  how  carefully  sorted  on  the 
basis  of  physical  character,  will  all  the  individual  fruits  process  at 
the  same  rate  or  in  the  same  way.  Unless  sorted  at  intervals,  some 
of  them  will  stay  in  the  processing  room  too  long.     The  best  prac- 


DEGLET   l^OOR  DATES  IN   CALIFORNIA  15 

tical  means  to  achieve  the  desired  result  is  to  sort  the  fruit  carefully 
before  it  goes  into  the  processing  rooms.  Such  grading  is  best 
accomplished  by  separating  the  fruit  into    (1)    dark-colored  fruit, 

(2)  normal-colored  fruit  without  regard  to  softness  or  wrinkles,  and 

(3)  culls  (immature,  deformed,  and  dry  fruit).  The  dark  fruit 
usually  requires  no  treatment  other  than  conditioning  for  moisture. 
It  contains  considerable  reducing  sugar,  and  if  the  rag  has  not  al- 
ready been  largely  eliminated  processing  at  95°  F.  or  above  in  order 
to  accomplish  this  will  further  darken  the  skin  and  may  cause  sirup 
to  form  in  the  soft  flesh.  The  normal-colored  fruit  represents  a 
rather  wide  range  of  maturity.  It  may  all  be  satisfactorily  processed, 
but  the  time  required  will  vary  according  to  its  softness  and  the 
firmness  of  the  shoulder  and  center.  It  should  therefore  be  re-sorted 
on  that  basis  into  several  grades  and  each  grade  handled  according 
to  its  needs.  The  culls  are  too  lacking  in  uniformity  to  permit  the 
recommendation  of  any  definite  procedure.  Briefly  stated,  fairly 
rapid  processing  at  a  moderately  low  temperature  (90°  to  95°)  ap- 
parently produces  the  best  quality  of  fruit.  Such  treatment  is  pref- 
erable to  the  use  of  a  somewhat  higher  temperature  for  a  shorter 
period,  because  it  is  more  likely  to  bring  about  elimination  of  the 
rag  before  the  color  becomes  too  dark  and  the  excessive  inversion  of 
cane  sugar  causes  a  sirupy  condition.  The  several  changes  mentioned 
do  not  always  progress  uniformly  with  respect  to  one  another.  At 
higher  temperatures  the  change  in  color  and  inversion  of  cane  sugar 
proceed  at  times  much  more  rapidly  than  the  elimination  of  the  rag. 
Semimature  fruit  when  subjected  to  such  temperatures  frequently 
becomes  sirupy  at  the  tip  and  immediately  under  the  skin  some  time 
before  the  rag  is  eliminated. 

EXPERIMENTS   ON  STORAGE 

The  possibility  of  storing  dates  at  34°  to  36°  F.  was  suggested  as 
early  as  1917,  when  Forbes  {6)  reported  that  a  number  of  experi- 
ments were  undertaken  at  the  Arizona  Agricultural  Experiment  Sta- 
tion. These  experiments,  however,  did  not  include  the  Deglet  Noor 
variety.  In  recent  years  the  use  of  cold  storage  in  connection  with 
this  variety  has  received  serious  consideration.  According  to  Swingle 
(P),  who  reported  a  number  of  preliminary  tests  made  in  1924  and 
1925,  the  method  has  practical  possibilities. 

General  observation  of  the  physical  condition  of  commercially 
packed  fruit  that  had  been  stored  for  three  or  four  months  at  32°  F. 
in  a  preliminary  test  by  the  writers  indicated  that  the  fruit  does  not 
come  out  of  cold  storage  in  a  uniform  condition.  Some  of  it  retained 
the  hazel  color  and  characteristic  flavor  it  possessed  when  packed  and 
w^as  neither  sirupy  nor  too  dry.  The  remainder  was  chestnut  in  color, 
distinctly  sirupy,  soft  in  texture,  and  was  entirely  lacking  in  the 
Deglet  Noor  flavor.  It  also  contained  slightly  more  moisture  than 
the  fruit  of  fetter  quality.  The  total  sugar  content  of  the  two 
classes  of  fruit  was  about  the  same,  but  in  the  fruit  of  poor  quality 
the  inversion  of  cane  sugar  had  progressed  further,  as  was  indicated 
by  the  percentage  of  reducing  sugars  present.  This  amounted  to  30 
to  33  per  cent  in  the  poorer  fruit,  whereas  in  the  better  fruit  it  was 
only  20  to  25  per  cent.    In  the  fruit  of  good  quality  some  of  the  rag 


16  TECHNICAL  BULLETIN    19  3,  U. 


S.  DEPT.  OF  AGRICULTURE 


still  remained,  but  in   that  of  poor   quality   it   had  been   entirely 
eliminated. 

In  view  of  these  observations,  further  storage  tests  were  under- 
taken to  ascertain  the  relationship  of  the  condition  of  the  fruit  when 
placed  in  storage  to  its  keeping  qualities  under  various  conditions  of 
storage.  Most  of  these  tests  were  conducted  with  processed  fruit 
stored  in  bulk  and  in  paper  boxes  of  1-pound  capacity  with  waxed- 
paper  lining.  Such  fruit  was  separated  according  to  its  physical  con- 
dition into  fairly  distinct  grades  ^  designated  as  A,  B,  C,  and  D.  The 
characteristics  of  these  grades  are  shown  in  Plate  2  and  are  de- 
scribed in  Table  5.  Some  unprocessed  fruit  which  had  matured  con- 
siderably on  the  tree  was  also  used  but  was  stored  in  bulk  only.  This 
fruit  was  separated  into  two  lots  corresponding  in  characteristics  to 
stages  D  and  E  shown  in  Plate  1  and  described  in  Table  1.  All  the 
fruit  was  placed  in  storage  under  the  following  temperature  condi- 
tions: 32°  F.,  representing  commercial  cold  storage;  50°  to  G0°, 
representing  cellar  storage;  and  60°  to  70°,  representing  storage  in 
the  laboratory.  Table  6  shows  the  moisture  content  and  the  reducing 
and  total  sugar  content  of  the  fruit  when  placed  in  storage,  also 
during  and  after  storage.  Table  7  shows  the  physical  condition 
during  the  same  observation  period. 


Tart,e 

5. — Physical  characteristics  of  the  several  grades  of  processed!  Deglet 
Noor  dates  used  in  storage  tests 

Grade 

Color 

Texture 

Proportion  of  rag 

Skin               j          Stem  end 

A 

Cinnamon 

Light      brownish 

purple. 
do 

Hazel 

Pliable 

\bout    tbree-fourths 

B 

C       -  - 

Hazel    with    cinna- 
mon shoulder. 
Hazel 

do 

do 

at  shoulder. 
About     one-half    at 

shoulder.  <= 
About  one-fourth  at 

D 

Russet — 

do 

Slightly  soft,  with  tendency 
to  become  sirupy  in  seed 
cavity. 

shoulder.' 
None. 

e  Late-season  fruit  graded  as  B  and  C  according  to  external  appearance  is  likely  to  have  a  somewhat 
higher  proportion  of  rag  than  here  indicated. 

2  The  designation  of  the  several  grades  of  processed  fruit  by  letters  is  used  here  for 
convenience  and  should  not  be  understood  to  indicate  that  standard  commercial  grades  of 
the  fruit  designated  by  such  terms  have  been  established  by  the  Government. 


Processing  and  Storing  Deglet  Noor  Dates 


Plate  2 


Four  grades  of  procesaed  Deglet  Noor  dates  used  in  storage  tests.    (Natural  size.) 
For  a  description  of  these  grades  of  fruit  see  Table  5 


DEGLET  NOOR  DATES   IN   CALIFORNIA 


17 


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18  TECHNICAL  BULLETIN   19  3,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  6  shows  that  storage  temperatures  have  a  direct  influence  on 
the  inversion  of  cane  sugar.  At  32°  F.  the  inversion  was  very  slight, 
but  at  the  higher  temperatures,  especially  those  prevailing  in  labora- 
tory storage,  the  inversion  was  sufficient  in  most  of  the  several  lots 
of  fruit  to  cause  a  sirupy  condition.  Fruit  that  entered  storage  with 
a  low  percentage  of  reducing  sugar  as  a  rule  came  out  with  a  lower 
reducing-sugar  content  than  that  in  which  greater  inversion  oc- 
curred prior  to  storage.  In -other  words,  the  several  conditions  of 
storage  used  caused  the  inversion  of  cane  sugar  to  proceed  at  a  rather 
definite  rate,  depending  on  the  temperature.  Fruit  picked  late  in 
the  season  went  into  storage  with  less  reducing  sugar  and  came  out 
with  less  than  fruit  picked  earlier  in  the  season. 

Table  7  shows  the  effect  of  storage  temperature  on  the  color,  tex- 
ture, and  flavor  of  the  fruit.  The  color  darkens  gradually,  some- 
what in  advance  of  sirup  formation,  and  the  characteristic  flavor 
appears  to  linger  after  the  sirup  starts  to  form.  Experience  has 
shown  that  the  fruit  should  be  marketed  and  consumed  before  the 
characteristics  of  the  fresh  dates  have  disappeared  to  a  marked  de- 
gree. Fruit  with  a  general  chestnut  color,  or  darker  than  russet 
(pi.  2,  D),  with  sirupy  flesh  and  lacking  characteristic  flavor  must 
be  considered  as  past  the  condition  desirable  for  marketing.  De- 
terioration of  the  physical  characteristics  is  shown  to  be  consistently 
associated  with  the  diminishing  of  the  rag  and  the  increase  in  reduc- 
ing-sugar content.  This  deterioration  is  most  rapid  when  the  stor- 
age temperature  is  high.  When  placed  in  storage  both  the  partly 
matured,  unprocessed  fruit  and  the  fruit  not  fully  processed  had 
considerably  more  rag  at  the  shoulder  than  the  naturally  matured 
or  fully  processed  fruit,  and  this  difference  was  maintained  through- 
out the  storage  period.  The  first-mentioned  fruit  did  not  deteriorate 
in  storage  and  upon  removal  had  still  about  half  the  rag  at  the 
shoulder.  It  was  observed  that  at  all  three  temperatures  the  fruit 
that  had  a  light  brownish  purple  ring  at  the  stem  end  when  placed 
in  storage  retained  its  fresh  color,  nonsirupy  texture,  and  charac- 
teristic flavor  longer  than  the  more  mature  or  fully  processed  fruit 
from  which  this  color  ring  had  disappeared.  The  color  ring  fades  in 
storage  but  does  not  completely  vanish  for  many  months.  It  is 
evident^  therefore^  that  the  stem-end  color  ring  is  of  value  as  an  in- 
dicator of  relative  niMurity  in  selecting  fruit  for  long  storage. 

Humidity  conditions  in  the  storage  rooms  appear  to  affect  only 
the  moisture  content  of  the  fruit.  The  extent  to  which  moderately 
dry  dates  absorb  moisture  was  shown  by  placing  fruit  containing^ 
only  15  per  cent  moisture  in  net  bags  in  a  bulk  package  of  dates 
having  a  moisture  content  of  24  per  cent.  After  one  month  in  cellar 
storage  at  50°  to  60°  F.  the  dry  dates  had  become  distinctly  pliable^ 
because  of  the  absorption  of  5  per  cent  of  moisture.  Under  cellar 
storage  with  85  per  cent  humidity  the  fruit  does  not  change  much 
in  moisture  content,  but  if  the  humidity  is  somew^hat  higher  the  fruit 
will  absorb  moisture  in  the  course  of  a  few  months  and  mold.  Fruit 
stored  at  32°  with  high  humidity  absorbs  some  moisture  but  develops 
no  mold  in  8  to  10  months.  Since  the  air  in  commercial  cold-storage 
rooms  usually  has  a  relative  humidity  of  about  85  per  cent,  it  would 
appear  that  fruit  in  such  storage  would  suffer  practically  no  loss  of 
moisture. 


Table  7. — Effect  of  various  conditions  of  stori 


Grade  and  stage  of 
maturity » 


Grades  A  and  B. 


Stage  D. 


Grades  C  and  D 

Stage  E 

Grades  A  and  B 

Stage  D 

Grades  CandD... 
Stage  E 

tirades  A  and  B 

Grades  C  and  D 


Time  of 
picking 


1926 
Sept.  2 


.do. 


...do..... 

...do 

Oct.    14 
...do 


...do. 


.do. 


Nov.  23 
..do 


Treatment 


Processed. 


Nonprocessed. 


Processed. 


Nonprocessed. 

Processed 

Nonprocessed. 

Processed 

• 

Nonprocessed. 


.do 


Package 


Determinations 


Mois- 
ture 


.do. 


do.... 


.do. 


do 

1-poimd  box.. 
....do 


Per  cent 
22.21 

27.27 

29.51 

24.05 

27.42 

28.08 

23.03 

27.64 

24.46 

24.20 

21.56 

22.94 


Reduc 

ing 
.sugar  2 


Per  cent 
22.61 

20.36 

18.07 

28.70 

24.60 

22.06 

17.58 

16.83 

18.17 

19.27 

12.16 

13.08 


Total 
sugar 


Per  cent 
77.95 

73.78 

77.00 

75.01 

75.88 

73.  38 

77.06 

77.69 

77.54 

76.32 

77.29 

74.09 


Storage 
tem- 
pera- 
ture 


°  F. 
60-70 
50-60 

32 
60-70 
50-60 

32 
60-70 
50-60 

32 
60-70 
50-60 

32 
60-7C 
50-60 

32 
60-7C 
60-60 

32 
60-70 
50-60 

32 
60-70 
60-60 

32 


Color  of  skin 


Cc 
rini 


Chestnut 

Russet 

Hazel 

Russet 

.do 

Hazel 

Chestnut 

.do 

Hazel 

Chestnut 

Russet 

.do 

Chestnut 

.do 

Russet 

Chestnut 

.do 

Russet 

Hazel 

...do 

...do 

...do 

..do 

...do 

6O-70iChestnut 

50-601 do 

32|Russet 

6O-70|  Chestnut 

50-60,Russet 

32;naz8l 

60-70;  Russet 

50-80! do 

32|Hazel 

60-70,Chestnut 

50-60'— .do 

32Hazel 


Pres« 

.-'lO. 

Ao. 
--do. 

.\bse 
Trust 


-Ao. 


1  Grade  refers  to  A,  B,  C,  D  of  Plate  2;  stages  of  maturity  refer  to  A,  B,  C,  D,  E,  F,  G,  H  of  Plate  1. 

2  Sugar  i)ercentages  calculated  on  moisture-free  basis  in  all  cases. 

>  In  all  cases  where  this  color  ring  was  present  in  the  stored  fruit  the  color  of  the  ring  was  pale  in  comparison  with  t! 

111597"— 30    (To  face  p.  18) 


^rage  on  the  physical  characteristics  of  processed  and  nonprocessed  Deglet  Noor  dates 


Determinations  after  storage  for— 


2  to  3  months 

5  to  6  months 

I^olor 
ingat 
imend 

Texture  and 

general 

condition 

Rag  at 
shoul- 
der 

Charac- 
teristic 
flavor 

Color  of  skin 

Color 

ring  at 

stem  end 

Texture  and 

general 

condition 

Rag  at 
shoul- 
der 

Charac- 
teristic 
flavor 

Color  of  sWn 

;sent  K. 

Leathery 

Pliable 

...do 

Leathery 

Sirupy 

Pliable 

Leathery 

Sirupy 

Pliable 

Leathery 

Sirupy 

Pliable 

Leathery 

Sirupy 

Leathery 

Sirupy 

Pliable 

Leathery 

Pliable 

do 

11 

o-M 

M 

Slight.. - 

lo. 

Full 

...do 

Slight... 

...do 

Full 

None 

...do 

Full 

Slight  .. 

Rnsset 

Hazel 

Chestnut.... 

do 

Russet 

Chestnut 

-—.do 

Russet 

Present  3.- 1  SiruDV—    .. 

H-H 

SUght... 

lo. 

lo 

...do 

...do 

Absent— 

...do 

...do 

...do 

...do 

Pliable 

Leathery 

FuU 

None-  . 

Hazel 

] 

sent 

Moldy 

?sent.,. 
sent 

Pliable 

Leathery 

H-H 

Full 

None 

Chestnut 

1 

lo 

Moldy 

" 

»sont 

Pliable 

o-H 

Full 

Chestnut.... 

1 

0 

...do 

-..do 

...do 

...do 

...do 

None 

...do 

Full 

...do 

...do..... 

...do 

...do 

Slight... 

Full 

Slight... 

None 

Slight... 

...do 

...do 

-.do 

Full.... 

Chestnut.... 
Russet 

Absent 

-    do 

Moldy 

0 

Sirupy 

Leathery 

o-H 

Slight... 
None-... 

Russet 

1 

0 

Chestnut.... 
do 

Russet 

Chestnut-... 
do 

Russet 

do 

do 

Hazel 

Chestnut.... 
do 

Hazel 

Chestnut 

-.—do 

Russet 

Chestnut 

do 

Hazel 

...do 

...do 

-..do 

—do 

—do.. 

—do 

Present.. - 

...do 

—do 

Absent 

...do 

Present... 

Absent.... 

—do 

...do 

—do 

—do 

—do.. 

0 

Moldy    -. 

0 

0 

Sirupy 

Leathery 

o-H 

Slight... 
None. 

Chestnut 

I 

Moldy. 

0 

■sent 

Sirupy 

Leathery.... 

Pliable 

do 

Leathery 

o-H 

H 

FuU 

Slight... 

Chestnut 

I 

0-    ... 

FuU 

0 

...do-..- 
None... 

0 

Leathery — 

Pliable 

do 

Leathery 

Sirupy 

Leathery 

IS::;:;: 

Leathery 

Pliable 

do 

Leathery 

Sirupy. 

Pliable. 

0 

Moldy 

...do 

0 

Pliable 

Leathery 

H 

Fun 

None—. 



Russet 

I 

0 

Moldv    -  - 

<SuTipy. 

Leathery 

0-3^ 

Slight  . 

None... 

Moldy 

Pliable 

H-h 

FuU— .. 

Chestnut....! 
1 

A 

...do 

...do 

-    do 

Chestnut.... 
Hazel....... 

Absent..-. 
Present... 

Sirupy 

Pliable 

fflight— 

ent  ' 

PuD 

Russet. 1 

A 

...do 

—do 

Chestnut 

Hazel 

Absent 

Sirupy 

0 

Slight... 

1 

—do 

do 

...do 

Russet ' 

A 

present  on  the  fruit  before  storage. 


JJIFOENIA 


19 


to  9  months 


Texture  and       Hae  at '  nh„ 


teristic 


f  dry  atmosphere  in  the 
he  waxed-paper  lining  of 
rapping  of  waxed  paper, 
f  package  on  the  loss  of 
shown  by  the  experiments 

ninary  experiments  on  the 

)wed  that  the  ett'ect  of  such 

comparable  grades  of  this 

3  when  the  fruit  is  picked. 

apparently  mature,  picked 

ed  better  than  fruit  of  the 

as  probably  because  of  the 

Brcentage  of  reducing  sugar 

m  has  already  been  directed 

1  the  season  there  is,  on  the 

agar  than  in  otherwise  com- 

torage  temperatures  used  on 

may  be  briefly  summarized. 

are  or  fully  processed  (pi.  2, 

^     Less  mature  or  partially 

is  a  fair  color  and  flavor  for 

ure,  but  the  excessive  loss  of 

s  from  its  appearance.     The 

;r  at  50°  to  60°  than  at  the 

the  best  results  are  obtained 

ed  or  processed.     The  indica- 

uccessfully  stored  at  this  tem- 

ths,  because  it  becomes  moldy. 

veil  at  32°  for  S  or  6  vionths^ 

'odes  {A  and  B)  w.ay  he  held 

fruit  comes  out  of  such  storage 

lid  with  good  color  and  flavor. 

but  not  entirely  uniform.    The 

lore  nearly  the  color  and  flavor 

1  color  of  the  individual  dates 

I  fruit  when  packed  in  boxes, 

^  this  lack  of  uniformity  can 

t  that  stores  well  always  retains 

!S  not  detract  from  its  quality, 

1  portion  of  the  flesh.    In  fact, 

iracteristic  flavor  of  the  Deglet 

the  rag. 

Dnprocessed  fruit,  shallow  open 

1  order  to  insure  some  evapora- 

le  crushing  of  the  fruit.     Dates 

re  likely  to  sweat  when  removed, 

jture  in  the  air,  but  fruit  stored 

condition  if  the  packages  are  al- 

ened.     Since  dates  absorb  odors, 

packages   rather   than   in  bulk, 

n  rooms  that  contain  other  goods 

i. 


18 


TECHNICAL  i 


Total 
sugar 


Storage 
tem- 
pera- 
ture 


2  to  3  months 


Color  of  skin 


Color 

ring  at 

stem  end 


Texture  and    Rag  at 
general        shoul- 
condition         der 


Per  cent 
77.95 


73.78 


77.00 


75.01 


r5.88 


73.  38 


r7.06 


7.54 


32 


r.29 


op 
60-70 
50-60 

32 
60-70 
50-60 

32 
60-70 
50-60 

32 
60-70 
50-60 

32 
60-70 
50-60 

32 
60-7C 
50-60 

32 
60-70 
50-60 

32 
60-70 
60-60 

32 


Chestnut 

Russet 

Hazel- 

Russet 

do 

Hazel 

Chestnut 

do 

Hazel 

Chestnut 

Russet. 

do 

Chestnut 

do 

Russet 

Chestnut 

do 

Russet 

Hazel 

do 

do 

do. 

do 

do 

6O-70jChestnut 

50-60i do 

32!Russet 

fiO-70j  Chestnut 

50-60  Russet 

32  Hazel 

60-70  Russet 

50-50 do 

32  Hazel... 

60-70  Chestnut 

50-60: do 

32:Hazel 


storage  but  does  nc 
evident^  therefore^  tl 
dicator  of  relative  r,  -^  ^ 
Humidity  conditic 

the  moisture  content ■ '■ — 

dry  dates  absorb  m' ^' ^' ^  ^^  ^^^^^  ^• 

only    15    per   cent   m(?  was  pale  in  comparison  with 

having  a  moisture  cc 
storage  at  50°  to  60^ 
because  of  the  a;bsor 
storage  with  85  per 
in  moisture  content,  1 
will  absorb  moisture 
stored  at  32°  with  hi 
no  mold  in  8  to  10  m 
rooms  usually  has  a 
appear  that  fruit  in 
moisture. 


Present ». 

...do 

...do 

...do 

Absent- 
Present.. 
Absent... 

...do 

Present.. 

Absent 

...do 

...do 

...do 

...do 

—do 

...do 

...do 

...do 

Present... 

...do 

...do 

...do 

..do 

...do 

Absent 

...do 

...do. 

...do 

—do 

...do 


Present... 

.-do 

..do 

Absent 

..do 

-.do 


Leathery.. 
Pliable..-. 

...do 

Leathery.. 

Sirupy 

Pliable.... 
Leathery.. 

Sirupy 

Pliable.... 
Leathery.. 

Sirupy 

Pliable.... 
Leathery.. 

Sirupy 

do..... 

Leathery.. 

Sirupy 

Pliable.... 
Leathery.. 
Pliable.... 

do.-... 

Leathery.. 
Pliable  ... 

do 

Leathery. - 

Sinipy 

do 

Leathery.. 

Sirupy 

Pliable.-., 
leathery.. 
Pliable.... 

do 

Leathery.. 

Sirupy 

Pliable.... 


Charac- 
teristic 
flavor 


Col 


Table  6  shows  thi       / 
the  inversion  of  can 
but  at  the  higher  tei 
tory  storage,  the  in\ 
of  fruit  to  cause  a  sii 
a  low  percentage  of 
reducing-sugar  cont 

currea  prior  to  stori^y  various  conditions  of  storage  on  the  physical  characteristics 

storage  used  caused  t  

definite  rate,  depenc^^^^ 

the  season  went  into^ 

with  less  than  fruit  jl 
Table  7  shows  the! 
ture,  and  flavor  of  i 
what  in  advance  ofi 
appears  to  linger  a: 
shown  that  the  frui 
characteristics  of  thj 
gree.  Fruit  with  al 
(pi.  2,  D),  with  sin 
be  considered  as  pa 
terioration  of  the  ph 
associated  with  the  d 
ing-sugar  content, 
age  temperature  is  1 
matured,  unprocesse 
considerably  more  r 
or  fully  processed  fr 
out  the  storage  perio 
in  storage  and  upoi 
shoulder.  It  was  ol 
that  had  a  light  bro 
in  storage  retained 
teristic  flavor  longer 
from  which  this  colo 


H-y2 

VatYt. 
VrM 
YArVz 

0-H 

H 

0-H 

0-H 
'A-H 
0-H 
o-H 
0-H 
0-H 
0-H 
0-H 
0-H 
0-H 
0-H 

Vt-H 

Vz-H 
H-l^ 
y^H 
H-Vi 
0-H 
0-H 
0-H 
0-H 
0-H 
Vr-H 
H-'A 

H-y>. 

H 

H 

H-yi 


Slight. 

Full... 
...do-.. 

Slight, 
—do... 

FulL.. 

None.- 
— do... 

FulL- 

Slight. 
...do... 
...do... 
...do... 
...do... 
...do... 

None.. 
...do... 

FulL... 
...do.... 
— do— 
...do.... 
...do—. 

Slight.. 

Full.... 

Slight.. 

None... 

Slight-, 
—do.... 
...do.... 
...do.... 
FulL... 
...do.... 
...do.... 
...do.... 
...do.... 
...do 


Ru 
Ha 
Ch( 

.i'RU! 

..!  Ch< 

jRui 


Ch« 
Ruj 
Chi 

Ruj 
Chi 

RuJ 


Has 
Cht 


Haj 
Ch€ 


Rus 
Che 


Haz 


Che 
Haz 


Che 


that  present  on  the  fruit  before  storage. 


essed  and  nonprocessed  Deglet  Noor  dates 


Determinations  after  storage  for- 


5  to  6  months 

1 

8  to  9  months 

Color 

ring  at 

stem  end 

Texture  and 

general 

condition 

Rag  at     Charac- 

shoul-      teristic 

der    j    flavor 

Color  of  skin 

Color 

ring  at 

stem  end 

Texture  and 

general 

condition 

Rag  at 
shoul- 
der 

Charac- 
teristic 
flavor 

i 

Present »_. 

Sirupy 

Pliable- 

Leathery 

^1 

2  Slight... 

...do 

2   Full 

:  None     . 

Hazel 

Present  3.. 

Pliable 

y4.-V2 

Full. 

.    do 

Absent. 

Moldy    -    . 

None. 
None. 
None. 

...do 

Pliable 

I^eathery 

M-) 

2    Full 

.   None 

Chestnut-... 

j  Absent 

Sirupy 

o-H 

...do.    .... 

do 

Moldy 

...do 

Pliable 

0-y 

i   Full 

Chestnut.... 

Absent-... 

Sirupy... 

^y. 

Absent 

Moldy 

...do 

Sirupy 

Leathery 

'^k 

{  Slight... 
None 

Russet 

Absent.... 

Sirupy 

(h}4 

...do 

-    do 

Moldy 

...do 

...do 

...do 

Sirupy 

Leathery 

(H< 

'   slight... 
None 

Chestnut 

Absent.... 

Sirupy 

(y-H 

None. 

Moldv 

...do 

Sinipv 

'   Fufl 

I  Slight 

Chestnut.... 

Absent... - 

Sirupy.- 

o-H 

None. 

Present... 

...do 

...do 

Absent 

—do 

Present... 

Absent 

...do 

...do 

...do 

...do 

...do 

Leathery — 

Pliable 

do 

Leathery 

FuU 

i-.-do.... 

None 

^loldy. 

...do 

Pliable 

Leathery 

H 

Full 

None 

Russet 

Present... 

Sirupy 

}4-}4 

Slight. 

Moldy 

•Sirupy 

Leathery 

o-H 

Slight... 

"    ] 

None... 



Moldy 

Pliable 

H-y2  Full 

Chestnut 

Absent 

Sirupy.. 

O-H 

Slight. 

Absent 

Present... 

Sirupy 

Pliable 

M-Vf 

Slight  .- 



Full 

Russet 

Absent... - 

Pliable 

H 

Full. 

Absent.... 
..do 

1 

Sirupy 

0 

Slight 

1                 ! 

...do 

Russet 

Absent... -j 

Sirupy  (slight).. 

H 

Slight. 

^rcige  on  thi 


glet  Noor  dates 


2  to  3  mon 

8  to  9  months 

:olor 
ingat 
sraend 

Textu 

gent 

cond- 

Charac- 
teristic 
flavor 

Color  of  skin 

Color 

ring  at 

stem  end 

Texture  and 

general 

condition 

Rag  at    Charac- 

shoul-  i   teristic 

der     !    flavor 

-  Leath. 

-  Pliablt. 

-  — do._^ 
.   Leather 
.    Sirupy. 

Pliable. 
Leather 
Sirapy. 
Pliable. 
Leather 
Sirupy. 
Pliable. 
Leather 
Sirupy.. 
--.    do 

! 

3sent  3_ 

lo. 

lo 

Slight 

i 

lo 

Full 

None     . 

Hazel 

Present  3.. 

Pliable 

FuU. 

sent... 

None. 
None. 

?sent.,. 

sent 

Full 

None 

Chestnut..-. 

Absent 

Sirupy 

0-H 

!o 

?sent... 

sent 

Full 

Chestnut 

Absent.... 

Sirupy . 

0-M 

0.. 

0 

:::::::: 

0.. 

Slight... 
None 

Russet Absent 

Sirupy 

o-H 

None. 

0 

0... 

0 

Leather^ 
Sirupy.. 
Pliable 

Slight... 
None 

Chestnut          AbsRnt 

Sirupy       .... 

O-M 

None. 

0 

0 

•sent 

0 

Leatheri 
Pliable.^: 

do..2 

Leather^ 
Pliable, 

—-do... 
Leather^ 
Sirupy.  _ 

FiJ'l 

Slight 

Chestnut 

Absent.... 

Sirupy.. .i       Q-H 

None. 

0 

Full 

0- 

do 

0-. 

None 

0 

^ent.... 

—do 

Full 

None 

Russet:::::: 

Present . . . 

Sirupy.. 

'"li-li 

"slight:"' 

0 

0 

3 

Leathery 
Sirupy.. 
Pliable 

Slight  - 

! 

3 

None 

1 

3— 

1 

sent... 

Leathery^ 
Pliable 

Full 

Chestnut.-..!  Absent... . 

Sirupy 

(hH 

Slight. 

) 

) 

—-do..:. 
Leathery. 
Sirupy 

Slight 

— 1 

ent 

Full 

Russet. 1  Absent 

Pliable    

V. 

Full. 

)— . 

) 

Pliable.:: 

Slight 

1 



...do 

Russet '  Absent..-. 

Sirupy  (slight)..           H 

Slight. 

present  on  the  frui 


DEGLET  XOOR  DATES  II!^  CALIFORNIA  19 

Packed  fruit  that  was  held  in  a  fairly  dry  atmosphere  in  the 
laboratory  dried  excessively,  in  spite  of  the  waxed-paper  lining  of 
the  cartons  and  the  additional  outside  wrapping  of  waxed  paper. 
The  pronounced  influence  of  the  type  of  package  on  the  loss  of 
moisture  in  dates  has  also  been  definitely  shown  by  the  experiments 
of  Christie   (2). 

Swingle  (P),  in  a  report  on  some  preliminary  experiments  on  the 
storage  of  Deglet  Noor  dates  at  33°  F.,  showed  that  the  effect  of  such 
temperature  on  the  keeping  quality  of  comparable  grades  of  this 
fruit  is  the  same,  irrespective  of  the  time  when  the  fruit  is  picked. 
The  writers  found,  however,  that  fruit,  apparently  mature,  picked 
during  the  latter  part  of  the  season  stored  better  than  fruit  of  the 
same  appearance  picked  earlier.  This  was  probably  because  of  the 
larger  proportion  of  rag  and  the  lower  percentage  of  reducing  sugar 
present  in  the  late-season  fruit.  Attention  has  already  been  directed 
to  the  fact  that  in  fruit  maturing  late  in  the  season  there  is,  on  the 
whole,  relatively  less  inversion  of  cane  sugar  than  in  otherwise  com- 
parable fruit  that  matures  earlier. 

In  general,  the  effect  of  the  several  storage  temperatures  used  on 
the  Deglet  Noor  dates  was  definite  and  may  be  briefly  summarized. 
At  60°  to  70°  F.  fruit  that  is  quite  mature  or  fully  processed  (pi.  2, 
C  and  D)  darkens  and  becomes  sirupy.  Less  mature  or  partially 
processed  fruit  (pi.  2,  A  and  B)  retains  a  fair  color  and  flavor  for 
two  or  three  months  at  room  temperature,  but  the  excessive  loss  of 
moisture  under  such  conditions  detracts  from  its  appearance.  The 
several  types  of  fruit  used  store  better  at  50°  to  60°  than  at  the 
higher  temperatures,  but  on  the  whole  the  best  results  are  obtained 
with  fruit  that  is  only  partially  matured  or  processed.  The  indica- 
tions are  that  none  of  the  fruit  can  be  successfully  stored  at  this  tem- 
perature longer  than  two  or  three  months,  because  it  becomes  moldy. 
Both  types  of  fruit  referred  to  store  well  at  32°  for  5  or  6  'riionths^ 
and  the  rn.ore  moderately  processed  grades  {A  and  B)  may  he  held 
successfully  for  9  or  10  months.  The  fruit  comes  out  of  such  storage 
pliable  rather  than  dry  or  leathery,  and  with  good  color  and  flavor. 
All  the  fruit  is  of  marketable  quality  but  not  entirely  uniform.  The 
less  mature  fruit  (A  and  B)  retains  more  nearly  the  color  and  flavor 
of  the  fresh  dates.  The  difference  in  color  of  the  individual  dates 
detracts  from  the  appearance  of  the  fruit  when  packed  in  boxes, 
but  with  reasonable  care  in  packing  this  lack  of  uniformity  can 
largely  be  avoided.  The  type  of  fruit  that  stores  well  always  retains 
some  rag  at  the  shoulder.  This  does  not  detract  from  its  quality, 
as  the  amount  of  rag  is  only  a  small  portion  of  the  flesh.  In  fact, 
there  is  some  indication  that  the  characteristic  flavor  of  the  Deglet 
Noor  date  is  largely  concentrated  in  the  rag. 

For  bulk  storage,  especially  of  nonprocessed  fruit,  shallow  open 
containers  are  probably  necessary  in  order  to  insure  some  evapora- 
tion of  moisture  and  to  minimize  the  crushing  of  the  fruit.  Dates 
stored  in  bulk  at  low  temperatures  are  likely  to  sweat  when  removed, 
because  of  the  condensation  of  moisture  in  the  air,  but  fruit  stored 
in  packages  is  protected  from  this  condition  if  the  packages  are  al- 
lowed to  warm  up  before  being  opened.  Since  dates  absorb  odors, 
it  is  preferable  to  store  them  in  packages  rather  than  in  bulk, 
especially  if  they  are  to  be  placed  in  rooms  that  contain  other  goods 
the  odor  of  which  might  be  absorbed. 


20  TECHNICAL  BULLETIN   19  3,  U.  S.  DEPT.  OF  AGRICULTURE 

EFFECT   OF  PASTEURIZATION   AND   FREEZING   ON   KEEPING   QUALITY 

The  foregoing  experiments  show  quite  definitely  that  certain 
grades  of  Deglet  Noor  dates  can  be  successfully  stored  at  32°  F.  for 
about  six  months.  They  also  show  that  only  fruit  not  fully  matured 
on  the  tree  or  not  fully  processed  can  be  held  for  a  longer  period 
without  serious  deterioration.  There  is  much  interest  therefore  in 
finding  other  ways  to  hold  in  storage  successfully  the  large  propor- 
tion of  fruit  that  reaches  an  advanced  stage  of  maturity  on  the  tree 
before  it  is  picked  or  that  is  fully  processed  in  the  packing  house. 
Pasteurization  to  destroy  the  enzymes  in  the  fruit  with  a  view  to 
checking  the  natural  physiological  changes  that  gradually  cause 
its  deterioration  and  to  prevent  souring  has  been  in  commercial  use, 
particularly  with  other  varieties  than  the  Deglet  Noor,  as  reported 
by  Postlethwaite  (8).  The  use  of  freezing  temperatures  to  main- 
tain the  dates  in  a  frozen  condition  until  they  are  to  be  marketed  has 
also  been  suggested.  Swingle  (9)  states  that  in  connection  with  some 
preliminary  tests  on  the  effect  or  cold  storage  on  Deglet  Noor  dates 
made  by  the  Deglet  Noor  Date  Growers'  Association  in  1924  and 
1925  it  was  found  that  a  temperature  of  10°  F.  caused  the  deposi- 
tion of  the  tannin  in  unripe  fruit,  which  fact  was  suggested  as  a 
possible  explanation  of  the  ripening  effect  of  low  temperatures  on 
relatively  green  dates. 

In  this  investigation  some  experiments  were  made  on  the  effect 
of  both  pasteurizing  and  freezing,  but  the  results  were  by  no  means 
conclusive,  and  further  work  is  necessary  to  demonstrate  whether 
these  treatments  have  a  more  practical  value  for  storage  purposes 
than  the  less  extreme  temperatures.  Dates  containing  about  13  per 
cent  of  reducing  sugar  were  placed  in  fruit  jars  in  a  pasteurizing 
chamber  for  one  and  three-fourths  hours.  The  temperature  of  the 
fruit  when  placed  in  the  chamber  was  65°  F.,  and  during  the  last 
half  hour  of  the  treatment  the  temperature  was  137°.  A  slight 
caramel  taste  was  developed,  but  the  color  and  texture  were  not 
markedly  affected.  The  fruit  was  then  stored  in  the  jars  at  60° 
to  70°,  and  unheated  fruit  of  the  same  lot  was  stored  in  similar  con- 
tainers for  comparison.  After  eight  months  the  heated  fruit  had 
26.41  per  cent  of  reducing  sugar,  whereas  the  unheated  had  35  per 
cent.  Similar  fruit,  unheated,  but  held  in  cold  storage  (32°)  for 
the  same  period,  contained  20  per  cent.  All  three  lots  of  fruit 
darkened  during  the  period  of  the  experiment,  but  retained  to  a 
slight  extent  the  characteristic  flavor.  The  heated  fruit  had  a 
grainy  texture,  and  the  skin  was  leathery,  owing  to  loss  of  moisture 
when  it  was  heated.  The  unheated  fruit  held  at  60°  to  70°  was 
moldy  and  sirupy,  while  the  heated  fruit  held  at  that  temperature 
and  also  the  untreated  fruit  stored  at  32°  was  not.  The  fruit  in 
the  lot  last  mentioned  was  the  best  of  the  three.  It  had  a  pliable 
texture  and  was  on  the  whole  attractive  in  appearance.  Although 
more  extensive  experiments  are  necessary  to  demonstrate  the  effect 
of  high-temperature  treatment,  the  indications  are  that  the  quality 
of  the  fruit  is  better  maintained  by  cold  storage,  but  the  beneficial 
action  of  heat  in  controlling  mold  and  destroying  invertase  is 
recognized. 

To  observe  the  effect  of  freezing,  experiments  were  made  with 
processed  fruit  picked  in  October  and  November  and  graded  into 
three  lots  corresponding  to  B,  C,  and  D,  as  described  in  Table  5  and 


DEGLET   NOOR  DATES   IN   CALIFORNIA 


21 


illustrated  in  Plate  2.  Average  temperatures  of  40°,  32^,  27°,  and 
10°  F.  were  used,  but  not  for  all  three  lots.  An  inspection  of  the 
fruit  was  made  after  four  months,  and  again  one  month  after  it  had 
been  removed  to  a  room  having  a  temperature  of  60°  to  70°.  At 
10°  the  fruit  froze  solid,  but  not  at  27°.  Table  8  shows  the  physical 
condition  of  the  fruit  at  the  two  inspection  periods  and  also  the 
moisture  and  the  reducing-sugar  content.  The  amount  of  reducing 
sugar  in  the  fruit  after  processing  and  before  storing  was  not  deter- 
mined, and  therefore  definite  information  on  the  amount  of  inver- 
sion of  cane  sugar  during  the  storage  at  low  temperatures  is  not 
available  from  this  test.  The  indications  are  that  the  amount  was 
near  the  maximum  percentage  permissible  in  dates  intended  for 
storage.  The  proportion  of  rag  present  when  the  fruit  is  placed  in 
storage  is  evidently  important,  since  it  appears  that  the  character- 
istic flavor  is  most  likely  to  be  retained  if  about  half  the  rag  is  still 
present  at  the  shoulder,  which  is  in  accordance  with  results  obtained 
in  the  other  storage  tests.  At  the  temperature  at  which  the  fruit 
froze  solid  (10°)  the  flavor  was  preserved  longer  than  at  the  higher 
temperatures,  but  this  was  true  only  in  the  case  of  fruit  in  which 
the  rag  was  present  to  the  extent  mentioned  and  in  which  deteriorat- 
ing changes  had  not  yet  definitely  set  in  when  it  was  placed  in 
storage.  This  seems  to  indicate  that  in  the  more  mature  fruit  such 
changes,  already  under  way,  are  not  effectively  retarded  even  at  the 
lowest  temperatures  at  which  the  fruit  was  stored.  The  color  was 
also  best  at  the  lowest  temperature.  It  was  observed,  furthermore, 
that  grade  C  fruit,  practically  fully  processed  and  with  a  very 
small  proportion  of  rag  at  the  sjjoulder,  held  at  10°,  remained  in 
better  condition  after  thawing  than  the  same  grade  of  fruit  after 
storing  at  temperatures  of  27°  to  40°.  Much  work  remains  to  be 
done  to  demonstrate  that  there  is  any  material  advantage,  so  far  as 
practical  packing-house  management  is  concerned,  in  holding  fruit  in 
a  frozen  condition  rather  than  in  commercial  storage  at  about  32°. 

Table  8. — Effect  of  loio-temperature  storage  on  the  quality  of  Deglet  Noor  dates 


Before 
storage 

After  4  months'  storage 

After  holding  1  additional 
at  60°-70°  F. 

month 

bfl 

c 

to 

.,, 

bc 

c3 

03 

U 

03 

2 

Grade  1 

1 

a 

g 

33 

3 

Ha 

O 
1 

1 

P 

1 

1 

■i 

3 

■HS 
P 

1 

> 

£ 

B 

.52 
o 

1 

0 

1927 

P.ct. 

°F. 

P.ct. 

P.ct. 

P.d. 

P.ct. 

Oct.  n 

19.65 

H 

f  40 
1  32 

19.52 

24.23 

Vr-V^ 

Russet... 

Full... 

18.57 

28.91 

Vi 

Rus.set.-. 

Full. 

B 

19.97 

25.92 

^ 

--do 

...do.. 

19.83 

28.67 

H 

...do 

Do. 

32 

20.50 

26.31 

0-H 

...do 

Slight. 

17.78 

27.40 

0-K 

Chestnut 

Slight. 

C 

...do_... 

19.41 

O-H 

1   27 

19.40 

28.88 

0-14 

...do 

Full... 

17,23 

29.15 

0-14 

--.do 

Do. 

10 

19.93 

27.40 

o-H 

...do 

...do.. 

18.81 

27.98 

Va 

Russet  ... 

Full. 

...do.... 

21.46 
23.98 

0 

32 

10 

/  40 

0 
0 

Chestnut 

...do 

Russet... 

None.. 

D 

...do.. 
Full... 

i9"64 

27."  43 

-i^ 

'chestnut* 

■D 

22.00 

24.84 

Full. 

B...... 

Nov.  10 

32 

22.92 

25.  39 

V, 

-  -do 

...do.. 

22.69 

29.50 

Vi 

Russet..-. 

Do. 

32 

21.93  22.18 

Chestnut. 

...do._ 

21.29 

30.86 

Chestnut. 

Slight. 

C 

...do.... 

23.30 

K-M^  27 

23.90126.53 

Vi 

...do 

...do.. 

17.66 

28.57 

k 

...do 

Do. 

10 

23. 18i22. 8C 

H 

Russet.. - 

...do.. 

18.78 

27.13 

H 

Russet... 

Full. 

...do.... 

23.33 

0 

/  32 
UO 

0 
0 

Chestnut. 
Russet... 

None.. 
Slight. 

.--do 

Do. 

D 

^According  to  Table  5  and  Plate  2.       «  Sugar  percentages  calculated  on  moisture'free  basis  in  all  cases. 


22  TECHNICAL  BULLETIN   19  3,  U.  S.  DEPT.  OF  AGRICULTURE 

SUMMARY 

The  Deglet  Noor  date  is  a  choice  variety  grown  extensively  in 
the  Coachella  Valley,  Calif.  The  rapid  annual  increase  in  its  pro- 
duction makes  it  desirable  that  a  portion  of  the  crop  be  placed  in 
storage  during  harvest  and  marketed  later.  This  will  assure  better 
returns  to  the  grower  and  relieve  the  demand  for  labor  and  space 
in  the  packing  houses  which  results  when  the  entire  crop  is  packed 
and  marketed  during  the  comparatively  short  harvest  period. 

The  experiments  here  recorded  were  undertaken  to  observe  and 
study  some  of  the  physical  and  chemical  changes  that  occur  in  this 
date  as  it  ripens  on  the  tree  and  to  observe  certain  conditions  of  arti- 
ficial maturation  or  processing  while  the  fruit  is  held  in  storage  at 
different  temperatures. 

The  Deglet  Noor  is  a  cane-sugar  date,  and  only  small  quantities 
of  reducing  sugar  resulting  from  the  inversion  of  cane  sugar  are 
present  as  the  fruit  matures.  This  inversion,  however,  continues 
steadily,  as  the  fruit  remains  on  the  tree  and  is  accelerated  or 
retarded  according  to  seasonal  conditions.  Fruit  maturing  late  in 
the  season  contains  relatively  less  reducing  sugar  than  fruit  matur- 
ing earlier,  before  the  high  temperature  prevailing  during  the  sum- 
mer has  moderated.  The  moisture  content  of  the  dates  is  influenced 
by  rain  and  by  irrigation  and  on  the  whole  appears  to  be  lower  in 
the  late-maturing  than  in  the  early-maturing  fruit. 

The  normal  changes  that  take  place  in  the  Deglet  Noor  date  as  it 
ripens  on  the  tree  include:  (1)  A  change  in  the  skin  color  from  rose 
or  deep  pink  to  cinnamon  or  hazel;  (2)  a  gradual  softening  of  the 
flesh,  starting  at  the  tip  and  progressing  from  the  skin  toward  the 
seed;  (3)  elimination  of  the  astringency  by  the  deposition  of  the 
tannin  in  an  insoluble,  tasteless  form;  (4)  inversion  of  cane  sugar 
in  the  softened  flesh.  These  changes,  in  a  general  way,  are  hastened 
by  heat  and  retarded  by  cold.  If  the  temperature  is  sufficiently 
high  they  continue  rapidly  until  the  fruit  loses  its  flavor,  acquires  a 
mahogany  color,  and  becomes  sirupy  through  excessive  inversion  of 
cane  sugar. 

Fairly  immature  fruit  may  be  successfully  ripened  by  artificial 
processing,  but  the  conditions  required  depend  definitely  on  the 
relative  stage  of  maturity  of  the  fruit.  Careful  grading  of  the  fruit 
on  this  basis  before  processing  is  a  practicable  packing-house  pro- 
cedure. Processing  at  temperatures  above  100°  F.  result  in  rapid 
deterioration  of  the  fruit,  but  a  considerable  proportion  of  the  fruit 
taken  from  the  tree  according  to  the  picking  methods  now  in  use 
may  be  processed  and  conditioned  at  95°  or  less  to  produce  the 
desired  color  and  texture  without  loss  of  flavor  and  excessive  inver- 
sion of  cane  sugar.  If  the  reducing-sugar  content  is  kept  below  25 
per  cent  and  the  moisture  is  reduced  to  about  25  per  cent,  the  fruit 
is  attractive  in  appearance,  of  normal  flavor,  and  will  not  sour  nor 
become  sirupy. 

The  effect  of  storing  processed  dates  of  various  grades  and  un- 
processed dates  of  varying  stages  of  maturity  at  32°,  50°  to  60°,  and 
60°  to  70°  F.,  in  bulk  and  in  packages,  was  studied.  Under  these 
storage  conditions  the  inversion  of  cane  sugar  progresses  accordmg 
to  the  temperature.  At  32°  it  is  very  slight,  but  at  the  higher  tem- 
peratures it  is  sufficient  to  make  the  fruit  sirupy  in  a  few  months. 


DEGLET  NOOR  DATES  IN  CALIFORNIA  23 

Partially  mature  fruit  and  that  partially  processed  may  be  success- 
fully stored  at  32°  for  9  or  10  months,  whereas  the  more  mature  or 
more  full}^  processed  fruit  will  remain  in  good  condition  for  only 
5  or  6  months.  At  the  higher  temperatures  none  of  the  fruit  retains 
its  quality  for  more  than  a  short  period.  The  presence  of  a  light 
brownish  purple  colored  ring  at  the  stem  end  is  an  aid  in  determin- 
ing the  long-storage  quality  of  the  fruit. 

The  experiments  on  the  effect  of  pasteurizing  the  fruit  were 
inconclusive.  Storage  at  temperatures  sufficiently  low  to  freeze  the 
dates  solid  appears  to  have  practical  possibilities,  especially  in  con- 
nection with  the  more  mature  grades  of  fruit.  It  seems  doubtful, 
however,  whether  such  a  procedure  has  any  decided  advantage  in 
handling  slightly  immature  fruit  which  can  be  successfully  stored 
at  32°  F. 

LITERATURE  CITED 

(1)  BiDWELL,  G.  L.,  and  Sterling,  W.  F. 

1925.   PBELIMINARY    NOTES    ON    THE    DIRECT    DETERMINATION     OF     MOISTURE. 

Jour.  Indus,  and  Engin.  Chem.  17:  147-149,  illus. 

(2)  Christie,  A.  W. 

1925.  VALUE  OF  WAX  WRAPPERS  FOR  CARTON  PACKED  DATES.      Date  GrOWers' 

Inst.,  Coachella  Valley,  Calif.,  Ann.  Rpt.  2:11-12. 

(3)  Drummond,  B. 

1924.  artificial  maturation  of  dates  and  utilization  of  cull  dates 
BY  METHODS  OF  SEMI-MATURATION.  Date  Growers'  Inst., 
Coachella  Valley,  Calif.,  Ann.  Rpt.  1 :  27-28. 

(4)  Fattah,  M.  T.,  and  Cruess,  W.  V. 

1927.  Factors  affecting  the  composition  of  dates.  Plant  Physiol.  2: 
349-355. 

(5)  Forbes,  R.  H. 

1904.  ad:ministrative.    Ariz.  Agr.  Expt.  Sta.  Ann.  Rpt.  15:  472-478. 

(6)   

1917.  THE  DATE  ORCHARDS.    Ariz.  Agr.  Expt.  sta.  Ann.  Rpt.  28:  442-A51. 

(7)  Freeman,  G.  F. 

1911.  RIPENING  DATES  BY  INCUBATION.     Ariz.  Agr.  Expt.   Sta.  Bui.  66: 

[436] -456,  illus. 

(8)  POSTLETHWAITE,    R.   H. 

1927,    TREATMENT  OF  DATES  TO  PREVENT  SOURING  AND  FERMENTATION.      Date 

Growers'  Inst.,  Coachella  Valley,  Calif.,  Ann.  Rpt.  4:  5-7. 

(9)  Swingle,  L. 

1926.  COLD  STORAGE  OF  DATES.     Date  Growcrs'   Inst.,  Coachella  Valley, 

Calif.,  Ann.  Rpt.  3:  3-6. 

(10)  Swingle,  W.  T. 

1912.  maturation  artificielle  lente  de  la  datte  deglet-noub.    compt. 
»  Rend.  Acad.  Sci.  [Paris]  155:  549-552. 

(11)  

1924.    low      TEMPERATURE     DEHYDRATION      OF      CANE      SUGAR     DATES.        Date 

Growers'  Inst.,  Coachella  Valley,  Calif.,  Ann.  Rpt.  1 :  31-32. 

(12)  Vinson,  A.  E. 

1911.    CHEMISTRY  AND  RIPENING  OF  THE  DATE.      ArlZ.   Agr.   Expt.    Sta.   Bul. 

66:  [403]-435,  illus. 

(13)  

1924.  THE  CHEMISTRY  OF  THE  DATE.  Date  Growers'  Inst.,  Coachella 
Valley,  Calif.,  Ann.  Rpt.  1 :  11-12. 


ORGANIZATION  OF  THE 
UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 

August  27,   1930 


Secretary  of  Agriculture Arthur  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlvp. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension  Work C.  W.  Warburton. 

Director  of  Personnel  und  Business  Adminis-    W.  W.  Stockberger. 
tration. 

Director  of  Information M.  S.  Eisenhower. 

Solicitor B.  L.  INIarshall. 

Weather  Bureau Charles  F.  Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dairy  Industry O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry^ William  A.  Taylor,  Chief. 

Forest  Service R,  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bivreau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey , Paul  G.  Redington,  Chief. 

Bureau  of  Public  Roads Thomas  H,  MaoDonald,  Chief. 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief. 

Plant  Quarantine  and  Control  Adm^inistration..  Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T,  Duvel,  Chief. 

Food  and  Drug  Administration Walter  G.  Campbell,  Director  of 

Regulatory  Work,  in  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Ofjflce  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library . , Clartbel  R.  Barnett,  Librarian. 


This  bulletin  is  a  contribution  from 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Office  of  Drug  and  Related  Plants W.    W.    Stookberger,    Principal 

Physiologist,  in  Charge. 
Office  of  Horticultural  Crops  and  Dis- 
eases     E.  C.  Auchter,  Prvnripal  Horti' 

culturist,  in  Charge. 

24 


U.  S.  GOVERNMENT  PRINTING   OFFICE:  1930 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  C. Price  15  cents 


Technical  Bulletin  No.  192  l^^?^V^S£^>^^r®/  August,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


WINTERING    STEERS    IN   THE    NORTH 
CENTRAL  GREAT  PLAINS  SECTION 

By  W.  H.  Black,  Senior  Animal  Husbandman,  Animal  Hushandrp  Division, 
Bureau  of  Animal  Industry,  and  O.  R.  Mathews,  Associate  Affronom>ist  and 
Superintendent,  Ardmore  Field  Station,  Office  of  Dry-Land  Agriculture, 
Bureau  of  Plant  Industry} 


CONTENTS 


Page 

The  section  and  its  problems 1 

Objects  of  the  experiments 2 

Plan  of  work  and  steers  used 2 

Feeds  used 3 

Summer  pastures 5 

Weather  conditions  during  the  experi- 
ments    5 


Page 

Experiment  1,  1923-24 6 

Experiment  2,   1924-25 7 

Experiment  3,   1925-26 8 

Experiment  4,   1926-27 9 

Experiment  5,   1927-28 10 

Averages  of  the  five  experiments 11 

Summary  and  conclusions 12 


THE  SECTION  AND  ITS  PROBLEMS 

The  section  to  which  the  results  of  these  experiments  are  most 
applicable  is  composed  of  western  South  Dakota,  eastern  Wyoming, 
and  northwestern  Nebraska.  In  this  territory  livestock  production 
is  still  the  major  industry.  Farming  on  a  large  scale  is  practiced 
on  the  better  types  of  soil,  particularly  close  to  railroads,  but  immense 
areas  remote  from  railroads  are  still  in  native  grass  utilized  prin- 
cipally as  feed  for  grazing  animals  and  will  probably  continue  to 
be  so  used  for  years  to  come.  Where  farming  is  practiced,  livestock 
growing  is  almost  always  a  part  of  the  farm  operations. 

It  is  a  well-known  fact  among  ranchers  that  winter  feed  must  be 
provided  if  stock  are  to  be  carried  through  the  winter  without 
danger  of  loss  from  starvation.  At  the  same  time  it  is  commonly 
recognized  that  the  gains  made  by  the  animals  when  grazing  are 
the  cheapest.  Therefore,  the  chief  problem  is  to  carry  the  steers 
economically  through  the  winter  in  condition  to  make  large  gains 
during  the  grazing  season.  In  other  words,  the  largest  possible 
gains  for  the  winter  and  summer  combined  at  the  least  possible 
cost  per  pound  are  most  likely  to  result  in  the  greatest  profit.  Stint- 
ing the  winter  feed  to  cheapen  the  gains  may  be  carried  too  far, 
with  the  result  that  the  cattle  do  not  make  sufficient  growth  or  do 
not  carry  flesh  enough  to  command  the  most  favorable  returns  when 
marketed.  Consequently  there  is  a  wide  divergence  of  opinion  about 
the  amount  of  feeding  that  is  necessary,  and  as  to  the  value  of 
different  home-grown  feeds  for  wintering  purposes. 

1 V.  I.  Clark,  scientific  aide  at  the  Ardmore  Field  Station,  assisted  In  the  preparation  of 
this  bulletin  and  directly  supervised  most  of  the  details  of  the  experiments. 

111413° — 30 


U.   S.   DEPT.   OF   AGRICULTURE 

OBJECTS  OF  THE  EXPERIMENTS 

Comparison  of  four  home-grown  feeds  during  a  period  of  five 
consecutive  years  was  made  to  determine  their  value  as  winter  feeds 
for  steers.  The  experiments  were  conducted  cooperatively  by  the 
Bureau  of  Animal  Industry  and  the  Bureau  of  Plant  Industry 
of  the  United  States  Department  of  Agriculture,  at  the  United 
States  Dry-land  Station,  Ardmore,  S.  Dak. 

The  experiments  were  planned  for  the  purpose  of  comparing  the 
relative  values  of  alfalfa  hay,  western  wheatgrass  (Agropyron 
smithii)  hay,  corn  silage,  and  oat  straw  as  roughage  for  wintering 
steers.  Western  wheatgrass  has  been  the  standard  hay  of  the  region 
since  the  country  was  settled,  but  of  late  years  the  acreage  of  alfalfa 
has  been  considerably  increased.  The  respective  merits  of  the  two 
hay  crops  have  been  a  subject  of  much  controversy.  The  prevailing 
attitude  has  been  a  strong  prejudice  in  favor  of  wheatgrass  over 
alfalfa.  Oat  straw  was  brought  into  the  comparison  for  the  purpose 
of  determining  whether  this  by-product  of  farming  operations  could 
be  used  economically  to  supplement  or  replace  part  of  the  hay 
as  a  winter  feed  for  cattle.  The  corn  silage  was  introduced  to 
determine  whether  a  feed  could  be  grown  that  would  be  more 
economical  than  hay. 

The  quantity  of  feed  received  by  all  the  lots  of  steers  was  deemed 
sufficient  to  produce  a  gain  during  the  winter  period,  and  to  permit 
the  steers  to  come  through  the  winter  in  condition  to  make  good 
gains  during  the  grazing  season.  The  effect  of  the  different  winter 
feeds  on  the  gains  made  during  the  summer  grazing  season  was  also 
determined.  The  effect  of  overgrazing  summer  pastures  also  re- 
ceived incidental  study  to  the  extent  that  one  lot  of  10  cattle  was 
permitted  to  overgraze  an  80-acre  pasture. 

PLAN  OF  WORK  AND  STEERS  USED 

Grade  Hereford  yearling  steers,  as  uniform  in  size  and  quality 
as  could  be  obtained,  were  used  during  all  the  experiments.  (Fig.  1.) 
During  the  first  four  years  the  steers  were  obtained  locally,  but  in 
the  fifth  year  they  were  obtained  on  the  Denver  market.  As  the 
steers  were  acquired  through  exchange  in  all  years,  it  is  impossible 
to  determine  their  cost  accurately. 

The  steers  were  branded  with  individual  numbers  and  were  weighed 
on  three  consecutive  days  at  the  beginning  of  each  experiment.  They 
were  then  divided  into  four  lots  that  were  as  nearly  equal  in  size 
and  quality  as  could  be  selected.  The  animals  were  weighed  at  28-day 
intervals  during  the  progress  of  each  experiment  and  on  three  con- 
secutive days  at  the  end  of  the  experiment.  The  averages  of  the  three 
initial  and  final  weighings  were  taken  as  the  initial  and  final  weights. 
All  weighings  began  at  1.30  p.  m.  The  feeding  period  was  168  days 
during  two  years,  and  196  days  in  the  other  three  years.  The  winter 
feeding  period  in  these  experiments  ended  with  the  morning  feed. 
The  closing  date  of  a  period  and  the  beginning  of  the  subsequent 
period  were  thus  on  the  same  day.  Each  year  at  the  beginning  of  the 
experiment  the  steers  were  dipped  twice,  to  kill  lice.  In  all  but  one 
year  it  was  necessary  to  repeat  the  dipping  in  the  early  spring. 

The  daily  rations  given  the  different  lots  of  steers  were  as  follows : 
Lot  1,  10  pounds  oat  straw,  5  pounds  alfalfa  hay;  lot  2,  15  pounds 


WINTERING   STEERS   ON    THE    NORTHERN    GREAT   PLAINS  6 

alfalfa  ha}^ ;  lot  3,  30  pounds  corn  silage,  5  pounds  alfalfa  hay ;  lot  4, 
15  pounds  wheatgrass  hay.  In  the  last  experiment,  the  quantity  of 
silage  fed  to  lot  3  was  reduced  to  20  pounds  a  head  daily. 

No  charge  against  the  steers  was  made  for  labor,  and  no  credit  was 
given  for  the  manure  produced. 

An  open  shed  24  feet  in  depth  and  96  feet  long  provided  shelter 
for  the  steers.  (Fig.  2.)  Water  was  available  at  all  times,  tank 
heaters  being  used  to  keep  it  from  freezing.     Salt  was  kept  before 


FiGUBE  1. — Some  of  the  experimental  steers  on  grass,    luly,  1926.     These  steers  are 
representative  of  those  used  throughout  the  experiments 

the  steers  at  all  times.     Bedding  was  used  in  quantities  sufficient 
to  prevent  the  pens  from  becoming  sloppy. 

The  steers  were  fed  once  a  day,  feeding  beginning  at  9  a.  m. 
The  feed  to  be  given  to  a  lot  was  carefully  weighed  and  was  then 
distributed  as  evenly  as  possible  along  the  manger.  The  lots  were 
fed  in  the  same  order  each  day,  beginning  with  lot  1  and  ending  with 
lot! 

FEEDS  USED 

The  oat  straw  used  in  the  tests  was  produced  at  the  station.  All 
fields  of  oats  grown  were  of  the  Sixty-Day  variety,  the  straw  of 
which  is  short  and  fine. 

Alfalfa  hay  was  generally  purchased,  though  in  some  years  part 
or  all  of  it  was  grown  on  the  farm.  None  of  the  alfalfa  used  would 
have  graded  better  than  No.  2,  and  in  some  years  the  grade  would 
have  been  lower.  Discoloration  was  generally  the  principal  cause  for 
the  alfalfa  grading  so  low.  However,  the  feeding  value  of  the 
alfalfa  was  good  in  all  years. 

The  wheatgrass  hay  was  purchased  from  neighboring,  ranchers 
each  year  except  in  1927,  when  the  grass  was  purchased  standing  and 
was  cut,  stacked,  and  baled  by  station  labor.  In  all  years  the  wheat- 
grass  hay  was  of  fair  quality,  although  in  some  it  was  more  mature 
than  desired. 


4  TECHNICAL  BULLETIN    19  2,   U.   S.   DEPT.    OF   AGRICULTURE 

The  corn  silage  was  grown  at  the  station.  In  all  but  one  year 
it  was  of  good  quality  and  contained  a  relatively  high  percentage 
of  grain.  The  kinds  of  corn  used  for  silage  were  early  maturing 
dent  varieties.  During  two  years  sorgo  silage  was  used  to  supple- 
ment the  corn  silage. 

A  more  detailed  description  of  each  year's  feed  is  given  in  the 
discussion  of  each  year's  test. 

The  prices  of  the  feeds  are  not  directly  comparable,  because  part 
was  grown  at  the  station  and  part  was  purchased.  The  cost  of  the 
purchased  feeds  depended  to  a  considerable  extent  on  how  long  a 
haul  was  necessary  to  get  them  to  the  feed  lot.  All  straw  and  hay 
were  baled  for  convenience  in  handling,  and  the  baling  was  an 
expense  not  ordinarily  experienced  by  ranchers.  For  all  purchased 
feed  the  delivered  price  was  naturally  much  higher  than  farm  prices. 


Figure  2. — Feeding  shed  and  arrangement  of  pens  for  wintering  experiments 

To  make  the  results  of  the  experiments  applicable  to  farm  conditions 
it  was  thought  best  to  ascertain  as  nearly  as  possible  the  farm  prices 
of  feeds  during  the  five  experiments,  and  to  v^e  the  average  of  them 
as  a  basis  for  determining  the  costs  of  wintering  steers. 

During  the  period  covered  by  the  experiments  both  alfalfa  and 
wheatgrass  sold  for  an  average  of  nearly  $10  a  ton  in  the  stack. 
This  is  above  rather  than  below  the  average  farm  price  for  a  longer 
period. 

A  price  of  $6  a  ton  was  put  on  the  corn  in  silage.  This  price  was 
based  on  an  estimate  of  the  cost  of  producing  corn  and  converting 
it  into  silage  at  the  station. 

A  price  of  $3  a  ton  was  placed  on  the  unbaled  oat  straw.  This 
was  probably  higher  than  farm  prices  warrant,  as  the  straw  was  a 
by-product  of  farming  and  was  not  grown  as  a  cash  crop. 


WINTERING   STEERS  ON    THE    NORTHERN   GREAT  PLAINS  5 

SUMMER  PASTURES 

It  was  desirable  to  use  as  large  a  number  of  steers  for  wintering  as 
the  available  equipment  and  feed  would  accommodate  rather  than 
limit  the  number  to  those  that  could  be  handled  on  the  experimental 
pastures.  The  experimental  pastures  contained  150,  80,  and  160 
acres,  respectfully.  Ten  steers  each  were  used  in  the  150  and  80  acre 
pastures.  While  it  was  known  that  80  acres  would  not  carry  10 
head  of  cattle  satisfactorily,  it  was  advisable  to  use  this  number  of 
cattle  in  order  to  make  a  study  of  the  effects  of  overgrazing.  The 
160-acre  pasture  was  subdivided  into  two  equal  areas,  16  steers  being 
kept  on  one  area  for  half  the  grazing  season  and  then  transferred 
to  the  remaining  area.  The  results  of  the  grazing  studies  are  to  be 
combined  with  other  data  and  published  later. 

WEATHER  CONDITIONS  DURING  THE  EXPERIMENTS 

Table  1  shows  the  maximum,  minimum,  and  average  daily  tem- 
peratures by  months  during  the  experiments.  When  the  experiment 
covered  only  part  of  a  month  the  temperatures  given  are  for  that 
fraction  only.  Table  2  shows  the  precipitation  during  the  time 
covered  by  the  experiments.  It  is  to  be  noted  that  the  first,  second, 
and  fourth  experiments  were  begun  later  in  the  year  than  the  others ; 
hence,  in  some  cases,  there  are  no  data  for  the  months  of  November 
and  December. 

Table  1. — Temperatwre  conditions  at  Ardmore,  S.  Dak.,  during  the  periods  of 

icinter  feeding 


Year 

Novem- 
ber 

Diecem- 
ber 

January 

February 

March 

AprU 

May 

Maximum  temperatures: 

1923-24 

^  F. 

°  F. 
56 
64 
63 

op 

48 
50 
43 
56 
60 

-31 
-13 
-13 
-28 
-11 

14 
16 
22 
19 
25 

59 

55 
62 
62 

57 

-5 

-8 

10 

-10 

-5 

27 
31 
33 

29 
27 

op 

57 
75 
73 
70 
78 

-11 

-8 

5 

4 

3 

23 
38 
35 
34 
37 

op 

80 
77 
86 
85 
80 

20 
20 

19 
6 
8 

43 
50 
47 
42 
43 

°  F. 
68 

1924-35 

88 

1925-26 

63 

90 

1926-27 

86 

1927-28 

67 

45 

-32 
-22 
-12 

89 

IVflnimum  temperatures: 

1923-24- -. 

24 

1924-25 

28 

1925-26 

11 

28 

1926-27. 

29 

1927-28 

8 

-22 

21 
12 
26 

30 

Mean  temperatures: 

192^-24-. 

49 

1924-25.     .- 

53 

1925-26 

35 

56 

1926-27 

51 

1927-28. 

40 

14 

56 

Table  2. — Precipitation  at  Ardmore,  S.  Dak.,  during  the  periods  of  tvinter  feeding 


Year 

Novem- 
ber 

Decem- 
ber 

January 

February 

March 

April 

May 

Total 

1923-24 

Inch 

Inch 
0.25 
.44 
.65 

Inch 
0.02 

.29 
.69 
.22 

.28 

Inch 
0.76 
.45 
.12 
.34 
.28 

Inches 
0.70 
.42 
.40 
1.14 
.49 

Inches 
0.69 
1.34 

.49 
4.06 

.27 

Inches 
0.02 
1.62 
1.70 
2.01 
1.26 

Inches 
2  43 

1924-25 

4.56 

1925-26 

0.01 

4.06 

1926-27 

7  77 

1927-28 

.29 

.27 

3  14 

6  TECHNICAL  BULLETIN    19  2,   U.   S.   DEPT.   OF  AGRICULTURE 

EXPERIMENT  1,  1923-24 

The  oat  straw  fed. during  this  winter  was  of  poor  quality  because 
of  a  heavy  rust  infection  of  the  oats  in  1923.  The  alfalfa  was  excep- 
tionall}?;  good.  Silage  was  of  good  quality.  The  quantity  fed  was 
approximately  55  per  cent  sorgo  silage,  40  per  cent  corn  silage,  and  5 
per  cent  Sudan  grass  and  sunflower  silage.  Most  of  the  corn  silage 
was  fed  during  the  first,  second,  and  sixth  periods.  The  wheatgrass 
was  of  good  quality. 

All  rations  were  palatable  and  readily  consumed,  though  the  oat 
straw  and  the  wheatgrass  were  consumed  much  more  slowly  than  the 
alfalfa  and  the  silage. 

Table  3  summarizes  the  principal  results  of  the  experiment,  show- 
ing for  each  of  the  four  lots  the  gains  during  the  winter  and  follow- 
ing sumnier,  the  cost  of  the  feeds  used,  and  the  feed  cost  per  100 
pounds  of  gain. 

Table  3. — Sumnvary  of  Experiment  1,  winter  period  168  days,  December  5, 
1923,  to  May  21,  1924;  summer  period  130  days.  May  21,  to  September  28, 
1924 


Lot  1  fed 

Lot  3  fed 

oat  straw, 

Lot  2  fed 

silage,  30 

Lot  4  fed 

Item 

10  pounds; 

alfalfa,  15 

pounds; 

wheatgrass. 

alfalfa,  5 

pounds 

alfalfa,  5 

15  pounds 

pounds 

pounds 

Winter: 

Steers  per  lot 

15 

15 

15 

15 

Average  initial  weight  per  steer 

.pounds.. 

663.3 

658.5 

657.3 

655.9 

Average  gain  per  steer 

....do.... 

32.9 

81.5 

187.2 

65.7 

Winter  and  summer:  i 

Steers  per  lot    

9 

9 

12 

12 

Average  winter  gain  per  steer 

.pounds.. 

34.8 

68.3 

195.0 

69.2 

Average  summer  gain  per  steer 

..-.do.... 

77.9 

83.2 

41.2 

96.3 

Average  total  gain  per  steer 

..-.do-.-. 

112.7 

151.5 

236.2 

165.5 

Average  cost  of  feed  and  pasture  per  steer  2 
Average  feed  cost  per  100  pounds  of%ain. 

.-dollars.. 

13.22 

19.10 

25.82 

19.10 

...-do-... 

11.73 

12.61 

10.93 

11.54 

1  On  account  of  the  limited  capacity  of  the  experimental  pasture,  some  of  the  steers  were  taken  but  of  the 
experiment  at  the  end  of  the  wintering  period,  and  the  remainder  were  divided  as  equally  as  possible  for 
the  grazing  experiments.  The  winter,  summer,  and  total  gains  are  given  for  those  steers  carried  throughout 
the  wintering  and  summer-grazing  experiments. 

2  Pasture  was  charged  at  the  rate  of  5  cents  per  head  per  day.  The  winter  feed  cost  may  be  determined 
by  subtracting  from  the  total  feed  cost  the  product  resulting  from  multiplying  the  number  of  days  on  grass 
by  5  cents. 

The  steers  fed  on  silage  and  alfalfa,  lot  3,  made  much  the  highest 
gain  for  the  winter.  The  alfalfa-fed  lot  made  slightly  greater  gains 
than  the  wheatgrass- fed  lot.  The  lot  fed  oat  straw  and  alfalfa 
produced  a  gain  of  only  32.9  pounds  a  head  during  the  winter  period. 

The  silage-fed  lot,  which  made  the  heavy  winter  gain,  made  the 
lowest  gain  on  pasture.  The  straw-fed  lot,  with  a  low  winter  gain, 
made  the  next  to  the  lowest  summer  gain.  The  steers  fed  wheatgrass 
made  a  slightly  higher  summer  gain  than  those  fed  alfalfa,  and  the 
total  gain  for  the  year  was  also  a  little  larger.  In  this  connection  it 
should  be  stated  that  the  gains  during  the  summer  are  smaller  than 
those  obtained  by  ranchers,  because  some  of  the  steers  were  kept  on 
closely  grazed  pasture.  Approximately  the  same  number  of  steers 
from  each  lot  was  kept  on  the  different  pastures,  and  the  results  afford 
a  true  comparison  of  the  relative  gains  of  the  different  lots  under 
the  same  conditions. 


WINTERING   STEERS  ON   THE    NORTHERN   GREAT  PLAINS  7 

The  ration  of  the  steers  wintered  on  straw  was  much  cheaper  than 
any  of  the  others.  The  cost  of  wintering  steers  on  alfalfa  or  wheat- 
grass  was  approximately  double  that  of  the  straw-fed  lot,  and  the 
cost  of  the  silage-fed  lot  was  nearly  triple  that  of  the  lot  wintered  on 
straw.  The  real  economy  of  a  winter  ration,  however,  would  appear 
to  be  the  feed  cost  per  pound  of  gain  made  during  the  entire  year. 

The  lot  fed  silage  had  the  lowest  feed  cost  per  100  pounds  gain, 
while  the  lots  fed  straw  and  wheatgrass  were  about  equal  in  cost,  but 
somewhat  higher  than  the  silage-fed  lot.  The  gains  made  by  the 
alfalfa-fed  lot  were  the  most  expensive. 

The  small  gains  made  in  the  summer  of  1924  were  a  result  of  the 
low  rainfall  and  shortage  of  grass  for  that  season.  The  total  precipi- 
tation for  the  year  was  11.74  inches  which  is  5.12  inches  less  than  the 
12-year  period  1912-1923.  The  precipitation  during  the  early  spring 
months  was  considerably  more  deficient  than  it  was  for  the  year. 

EXPERIMENT  2,  1924-25 

The  steers  used  during  the  1924-25  test  were  the  lightest  in  any 
year.  They  were  obtained  from  the  Pine  Ridge  in  Nebraska  about 
two  weeks  before  the  experiment  began.  The  change  in  water  and 
feed  was  not  to  their  liking,  and  they  lost  approximately  50  pounds 
a  head  from  the  time  they  were  received  at  the  station  until  they  were 
put  on  experiment.  This  may  partly  account  for  the  high  winter 
gain  made  by  the  steers. 

The  straw  produced  in  1924  was  bright  and  fine  stemmed,  but 
during  a  portion  of  the  feeding  period  straw  left  over  from  the 
previous  year  was  used  in  the  test.  The  alfalfa  and  the  wheatgrass 
hay  were  of  good  quality.  The  corn  silage  contained  very  little 
grain,  and  its  feeding  value  was  far  below  that  of  the  corn  silage 
used  in  other  years.  Approximately  10  per  cent  of  the  silage  used 
during  the  feeding  period  was  sorgo  silage.  The  results  of  this 
experiment  are  given  in  Table  4. 

Table  4. — Summary  of  Experlmeyn^t  2,  winter  period  196  days,  November  6, 
192Jf,  to  May  21,  1925;  summer  period  130  days,  May  21,  1925,  to  September 
28,  1925 


Lot  1  fed 

Lot  3  fed 

oat  straw, 

Lot  2  fed 

silage,  30 

Lot  4  fed 

Item 

10  pounds; 

alfalfa,  15 

pounds; 

wheatgrass, 

alfalfa,  5 

pounds 

alfalfa.  5 

15  pounds 

pounds 

pounds 

Winter: 

Steers  per  lot •_.. 

15 
589.7 

15 
601.0 

15 
596.9 

13 

Average  initial  weight  per  steer 

.pounds— 

610.3 

Average  gain  per  steer 

....do.... 

112.1 

137.3 

177.0 

126.6 

Winter  and  summer:  i 

Steers  per  lot 

8 
123.5 

8 
144.9 

10 
196.7 

10 

Average  winter  gain  per  steer.. 

.pounds.. 

145.1 

Average  summer  gain  per  steer.. 

-.-.do-.-. 

170.6 

152.5 

130.0 

165.4 

Average  total  gain  per  steer 

— .do...- 

294.1 

297.4 

326.7 

310.5 

Average  cost  of  feed  and  ptisture  per  steer  2 

-doUars.. 

14.34 

21.20 

29.04 

21.20 

Average  feed  cost  per  100  pounds  of  gain. 

— -do— - 

4.88 

7.13 

8.89 

6.83 

See  note  1,  Table  3. 


2  See  note  2,  Table  3. 


The  lot  fed  silage  produced  the  highest  average  total  gain,  but  the 
increase  over  the  other  lots  was  smaller  than  in  any  other  year. 
The  lower  winter  gain  of  the  silage -fed  lot  as  compared  to  the 


8 


TECHNICAL  BULLETIN    19  2,   U.   S.   DEPT.    OF   AGRICULTURE 


previous  year  was  no  doubt  largely  because  of  the  poor  quality  of 
the  silage.  The  lowest  total  gain  was  made  by  the  lot  fed  on  straw 
and  alfalfa  hay,  but  this  was  only  slightly  lower  than  the  gains  made 
by  the  steers  fed  alfalfa  and  wheatgrass. 

The  lot  fed  silage  made  the  lowest  gains  during  the  grazing  period. 
This  is  in  conformity  with  the  results  of  the  previous  year.  In 
direct  contrast  with  the  results  of  the  previous  year,  the  lot  fed 
straw  produced  higher  gains  during  the  grazing  period  than  either 
the  alfalfa-fed  or  the  wheatgrass-fed  lot.  Its  total  gain  was  nearly 
equal  to  that  of  the  lot  fed  alfalfa.  The  gain  of  the  wheatgrass-fed 
lot  during  the  grazing  period  was  higher  than  that  of  the  alfalfa- 
fed  lot,  which  was  true  also  of  the  total  gain  for  the  year. 

The  feed  cost  of  gains  during  the  year  was  very  much  lower  for 
the  lot  fed  straw  than  for  any  other.  The  costs  for  the  alfalfa-fed 
and  wheatgrass-fed  steers  differed  very  little,  and  were  about  midway 
between  the  straw-fed  and  silage-fed  lots.  The  relation  of  the  total 
feed  costs  of  the  different  lots  to  one  another  was  the  same  as  in  the 
previous  year,  but  the  cost  of  each  lot  was  somewhat  higher,  because 
of  a  longer  feeding  period. 

EXPERIMENT  3,  1925-26 

The  steers  used  in  the  third  year's  test  were  obtained  locally. 
They  were  of  exceptionally  good  quality  and  were  somewhat  heavier 
than  those  used  in  the  other  years  of  the  tests. 

The  alfalfa  hay  used  in  the  third  year's  test  was  bright  and  leafy. 
It  contained  about  10  per  cent  of  bluegrass,  but  it  is  not  believed 
that  the  bluegrass  materially  influenced  the  results.  The  straw  was 
bright,  fine  stemmed,  and  of  very  good  quality.  The  wheatgrass 
and  silage  were  likewise  good. 

One  of  the  steers  in  the  silage-fed  lot  was  killed  while  being  dipped 
for  lice  during  the  winter,  and  the  results  for  this  lot  are  for  the 
14  steers  that  were  on  hand  during  the  entire  test.  A  summary 
of  the  experiment  is  given  in  Table  5. 

Table  5. — Summary  of  Experiment  3,  icinter  period'  196   days,  November  6, 
1925,  to  May  21,  1926;  summer  period  150  days,  May  21  to  October  18,  1926 


Item 


Lot  1  fed 

Lot  3  fed 

oat  straw, 

Lot  2  fed 

silage,  30 

10  pounds; 

alfalfa,  15 

pounds; 

alfalfa,  5 

pounds 

alfalfa,  5 

pounds 

pounds 

15 

15 

14 

672.3 

G73.5 

679.0 

84.5 

82.3 

220.4 

8 

8 

10 

93.2 

80.4 

23L4 

61.0 

73.0 

19.0 

154.2 

153.4 

250.4 

15.34 

22.20 

30.04 

9.95 

14.47 

12.00 

Lot  4  fed 
wheatgrass, 
15  pounds 


Winter: 

Steers  per  lot 

Average  initial  weight  jjer  steer pounds- 
Average  gain  per  steer _ do 

Winter  and  summer:  i 

Steers  per  lot _ 

Average  winter  gain  per  steer. ..pounds.. 

Average  summer  gain  per  steer do 

Average  total  gain  per  steer do 

Average  cost  of  feed  and  pasture  per  steer  2.. dollars. . 
Average  feed  cost  per  100  pounds  of  gain do 


15 

672.7 

80.2 

10 

84.7 

93.7 

178.4 

22.20 

12.44 


1  See  note  1,  Table  3. 


2  See  note  2,  Table  3. 


The  most  marked  deviation  from  results  in  other  years  is  the  fact 
that  the  average  winter  gain  of  the  straw-fed  lot  was  slightly  more 
than  the  alfalfa-fed  and  the   wheatgrass-fed  lots.     The   relatively 


WINTERING   STEERS   ON    THE    NORTHERN   GREAT  PLAINS  9 

better  showing  of  the  straw-fed  lot  was  no  doubt  attributable 
largely  to  the  exceptionally  good  quality  of  the  straw.  The  gain 
of  the  silage-fed  lot  was  exceptionally  high,  being  nearly  140  pounds 
a  head  higher  than  that  of  the  other  lots. 

The  summer  gains  in  this  year's  test  were  all  low  because  of 
dry  weather  and  short  pastures.  The  silage-fed  lot  gained  only 
19  pounds  a  head  during  the  150-day  pasture  period.  The  straw- 
fed  lot  made  lower  summer  gains  than  either  the  alfalfa-fed  or 
wheatgrass-fed  lot.  The  steers  fed  wheatgrass  made  a  summer  gain 
sufficiently  high  to  make  their  combined  winter  and  summer  gains 
consideralDly  above  those  of  the  oat-straw-fed  and  alfalfa-fed  steers. 

The  feed  cost  per  pound  of  gain  was  again  lowest  for  the  lot 
fed  straw,  being  followed  by  the  steers  fed  silage  and  wheatgrass, 
which  were  nearly  the  same. 

EXPERIMENT  4,  1926-27 

The  steers  used  in  the  fourth  year's  test  were  obtained  locally 
and  were  nearly  all  of  good  breeding  and  quality.  Difficulty  in 
getting  the  steers  delayed  the  experiment,  and  the  length  of  the 
winter  feeding  period  was  only  168  days. 

The  alfalfa  used  in  this  feeding  test  was  brown.  The  straw  was 
clean  and  fine  stemmed,  but  a  small  portion  of  it  had  been  discolored 
by  rain.  The  silage  contained  a  relatively  high  percentage  of  grain 
and  was  of  uniformly  good  quality.  The  wheatgrass  was  clean 
and  bright  but  contained  sufficient  ergot  to  be  injurious  to  some 
of  the  steers.  The  presence  of  ergot  could  not  be  detected  by  the 
appearance  of  the  hay.  In  consequence,  three  of  the  steers  became 
poisoned  during  the  course  of  the  experiment  and  were  removed  from 
the  lot.    Ergot  poisoning  is  not  uncommon  in  this  section. 

The  results  of  the  experiment  are  given  in  Table  6,  the  three 
poisoned  steers  not  being  included. 

Table  6. — Summary  of  Experiment  Jf,  vnnter  period  168  days,  December  4, 
1926,  to  May  21,  1921 ;  summer  period  150  days.  May  21,  1927,  to  October 
18,  1927 


Item 


Lot  1  fed 

Lot  3  fed 

oat  straw, 

Lot  2  fed 

silage,  30 

10  pounds; 

alfalfa,  15 

pounds; 

alfalfa,  5 

pounds 

alfalfa,  5 

pounds 

pounds 

15 

15 

15 

629.5 

629.7 

629.4 

86.3 

89.1 

188.6 

8 

8 

10 

89.7 

90.9 

194.4 

164.9 

220.7 

152.3 

254.6 

311.6 

346.7 

14.22 

20.10 

26.82 

5.59 

6.45 

7.74 

Lot  4  fed 
wheatgrass, 
15  pounds 


Winter: 

Steers  per  lot 

Average  initial  weight  per  steer. .pounds- 
Average  gain  per  steer ..do 

Winter  and  summer: » 

Steers  per  lot 

Average  winter  gain  per  steer.. pounds.. 

Average  summer  gain  per  steer do 

Average  total  gain  per  steer do 

Average  cost  of  feeci  and  pasture  per  steer  2. dollars.. 
Average  feed  cost  per  100  poumds  of  gain do 


12 

646.9 

86.5 

10 

93.0 

216.5 

309.5 

20.10 

6.49 


»  See  note  1,  Table  3. 


>  See  note  2,  Table  3. 


As  in  the  previous  year's  experiment,  the  winter  gains  of  the  straw- 
fed  lot  were  practically  the  same  as  those  of  the  alfalfa-fed  and 
wheatgrass-fed  lots.  The  silage-fed  steers  gained  approximately 
100  pounds  more  per  head  during  the  winter  period  than  any  of  the 
other  lots. 


10 


TECHNICAL  BULLETIN    19  2,   U.   S.   DEPT.   OF   AGRICULTURE 


The  silage- fed  lot  made  the  smallest  gain  during  the  grazing 
season,  though  the  difference  was  not  so  great  as  in  some  other  years. 
The  straw-fed  lot  made  the  next  to  the  lowest  gain.  The  gains  of 
the  alfalfa-fed  and  wheatgrass-fed  lots  were  nearly  equal,  with  a 
slight  difference  in  favor  of  the  alfalfa- fed  lot.  This  is  the  only 
year  during  the  experiments  in  which  the  alfalfa-fed  steers  gained 
more  during  the  summer  than  steers  wintered  on  wheatgrass  hay. 

The  feed  cost  per  pound  of  gain  for  the  year  was  low^est  for  the 
straw-fed  lot  and  highest  for  the  silage-fed  lot. 

EXPERIMENT  5,  1927-28 

One  material  change  in  the  experiment  was  made  in  the  fifth  year. 
It  was  recognized  from  the  gains  made  during  previous  years  that 
the  quantity  of  silage  fed  was  too  great  for  a  wintering  ration.  A 
reduction  from  30  to  20  pounds  per  head  daily  in  the  silage  w^as 
therefore  made  for  the  purpose  of  determining  whether  a  smaller 
winter  gain  for  the  silage- fed  steers  might  not  be  compensated  for 
by  a  greater  gain  on  pasture. 

The  straw  produced  in  1927  was  coarse  and  the  oats  were  heavily 
infected  with  rust,  so  that  the  quality  of  the  straw  was  probably  the 
low^est  in  any  year  of  the  experiment.  The  wheatgrass  hay  was 
bright  and  leafy  and  was  at  least  equal  to  any  other  used  in  the  tests^ 
but  the  alfalfa  hay  was  badly  discolored.  The  corn  silage  contained 
a  high  percentage  of  grain. 

The  steers  used  were  obtained  on  the  Denver  market  and  were 
received  at  the  station  about  tw^o  weeks  before  the  experiment  began. 
The  steers  were  of  good  breeding  and  quality  but  were  the  wildest 
used  in  any  year.  The  results  of  the  experiment  are  shown  in 
Table  T. 

Table  7. — Suiwmary  of  Experiment  5.  winter  period,  196  days,  November  7, 
1927,  to  Map  21,  1928;  summer  period  150  days.  May  21,  1928,  to  October 
18,  1928 


Item 


Winter: 

Steers  per  lot 

A\erage  initial  weight  per  steer pounds.. 

Average  gain  per  steer do 

Winter  and  summer:  i 

Steers  per  lot 

Average  winter  gain  per  steer ...pounds.- 

Average  summer  gain  per  steer do.,-. 

Average  total  gain  per  steer do 

Average  cost  of  feed  and  pasture  per  steer  2. dollars.. 
Average  feed  cost  per  100  pounds  of  gain do 


Lot  1  fed 

oat  straw, 

10  pounds; 

alfalfa,  5 

pounds 


10 

654.8 

4&9 

8 

49.6 

168.4 

218.0 

15.34 

7.04 


Lot  2  fed 

alfalfa.  15 

pounds 


10 

655.9 

71.1 


74.9 
149.0 
223.9 
22.20 

9.92 


Lot  3  fed 
silage,  20 
pounds; 
alfalfa,  5 
pounds 


10 
654.61 
171.9 

10 
17L9 
126.2 
298.1 
24.16 
8.10 


Lot  4  fed 
wheatgrass, 
15  pounds 


10 

656.1 

71.1 

10 

71.1 
178  1 
249.2 
22.20 

8.91 


1  See  note  1,  Table  3. 


2  See  note  2,  Table  3. 


The  straw-fed  lot,  owing  partly  at  least  to  the  poor  quality  of  the 
straw,  produced  the  lowest  winter  gain.  The  gains  of  the  alfalfa- 
fed  and  wheatgrass-fed  lots  were  the  same  and  were  materially 
higher  than  those  of  the  straw-fed  lot.  In  spite  of  the  reduction  in 
the  quantity  of  silage  fed,  the  silage-fed  lot  produced  100  pounds 
per  head  more  gain  than  the  alfalfa-fed  and  wheatgrass-fed  lots. 


WINTERING   STEERS  ON   THE    NORTHERN   GREAT  PLAINS 


11 


The  gain  of  the  silage-fed  steers  on  pasture  approached  the  gains 
of  the  other  lots  more  nearly  than  in  other  years,  though  it  was 
still  the  lowest.  The  wheatgrass-fed  lot  made  the  highest  summer 
gain. 

The  feed  cost  of  gains  in  the  straw-fed  lot  was  again  the  lowest. 
The  reduction  of  the  silage  in  the  ration  of  lot  3  reduced  the  cost  of 
the  gains  for  that  lot  and  made  it  less  than  for  either  of  the  lots 
wintered  entirely  on  hay.  Wheatgrass  was  slightly  more  economi- 
cal than  alfalfa,  largely  because  of  the  greater  summer  gains  made 
by  the  first-named  lot. 

AVERAGES  OF  THE  FIVE  EXPERIMENTS 

The  series  of  experiments  here  reported  is  regarded  as  a  com- 
pleted piece  of  w^ork.^  Although  differences  in  feed  have  caused 
the  results  to  vary  greatly  from  year  to  year,  the  average  results 
should  be  a  valuable  indication  of  what  may  be  expected  on  most 
ranches  of  the  northern  Great  Plains.  The  proportion  of  wet  and 
dry  years,  with  the  consequent  effect  on  the  character  of  the  feed 
produced,  has  been  about  average.  The  average  results  of  all 
the  experiments,  namely,  the  gains  during  both  the  winter  and 
summer  grazing  periods,  the  total  gains,  the  winter  feed  cost,  and 
the  feed  cost  per  100  pounds  gain  during  the  year,  are  shown  in 
Table  8. 

Table  8. — Summary  of  icinter,  summer,  and  total  gains,  and  cost  of  100  pounds 
of  total  gain,  for  the  five  experiments,  1923  to  1928 


Item 

Lot  1  fed 

oat  straw, 

10  pounds; 

alfalfa,  5 

pounds 

Lot  2  fed 

alfalfa,  15 

pounds 

Lot  3  fed 
silage,  28 

pounds; 
alfalfa,  5 

pounds 

Lot  4  fed 
wheatgrass, 
15  pounds 

Average  winter  gain  per  steer  (all  steers) pounds-. 

Average  winter  gain  per  steer  (steers  carried  through 

summer) .pounds.. 

Average  summer  gain  per  steer do 

Average  winter  and  summer  gain  per  steer  i 

74.7 

77.1 
127.3 
204.4 
14.46 

7.07 

93.8 

91.3 
134.4 
225.7 
20.93 

9.27 

189.8 

197.8 

9L7 

289.5 

27.12 

9.37 

85.9 

91.7 
147.9 
239.6 

Average  cost  of  feed  and  pasture  per  steer  2 dollars- 
Average  feed  cost  per  100  pounds  of  gain do 

20.89 

8.72 

See  note  1,  Table  3. 


2  See  note  2,  Table  3. 


The  average  gain  of  the  silage-fed  lot  during  the  winter  was  189.8 
pounds  a  head,  which  was  very  much  higher  than  that  of  any  other 
lot.  On  the  other  hand,  the  summer  gain  of  the  silage-fed  steers 
was  lower  than  that  of  any  other  lot,  but  because  of  the  extremely 
high  winter  gain,  the  yearly  gain  of  the  silage-fed  lot  was  higher 
than  that  of  any  of  the  others.  The  average  winter  gains  of  the 
alfalfa- fed  and  wheatgrass-fed  steers  carried  through  the  experiment 
were  about  the  same,  but  the  steers  wintered  on  wheatgrass  produced 
13.5  pounds  a  head  more  gain  during  the  grazing  period.  The  steers 
fed  on  straw  produced  the  lowest  winter  gain,  and  the  next  to  the 
lowest  summer  gain.  Their  gain  for  the  year  was  from  21  to  85 
pounds  a  head  less  than  for  the  other  lots. 


1 A  series  of  experiments  is  now  under  way  at  this  station  to  compare  three  rations 
for  wintering  steers,  namely,  silage  and  oat  straw,  alfalfa  and  oat  straw,  and  Dakota 
amber  sorgo.  The  cattle  are  being  so  fed  that  they  make  little  or  no  winter  gains,  which 
Is  in  keeping  with  the  practice  on  most  ranches. 


12         TECHNICAL  BULLETIN    19  2,   U.   S.   DEPT.    OF  AGRICULTURE 

The  feed  cost  per  pound  of  gain  during  the  year  was  slightly- 
higher  for  the  silage-fed  lot  than  for  any  of  the  other  lots.  The 
feed  cost  of  gain  in  the  alfalfa-fed  lot  was  appreciably  higher  than 
in  wheatgrass-fed  lot.  The  low  cost  of  straw  made  the  feed  cost 
per  pound  of  yearly  gain  for  the  straw-fed  lot  much  lower  than  for 
any  other. 

SUMMARY  AND  CONCLUSIONS 

The  results  of  the  five  years'  work  show  that  oat  straw  i^  a  valuable 
supplement  to  the  winter's  feed.  In  years  when  the  quality  of  the 
straw  was  good,  the  winter  gain  of  the  steers  fed  on  straw  was 
satisfactory.  However,  in  years  of  heavy  rust  infection  the  gain  of 
the  steers  fed  on  straw  was  much  lower  than  that  of  steers  fed  hay. 

Oat  straw  was  the  most  economical  of  all  the  feeds  under  study,  but 
it  must  be  remembered  that  oat  straw  is  purely  a  by-product  of 
producing  a  crop  of  oats  for  grain.  The  amount  of  oats  grown  for 
grain  seldom  exceeds  the  needs  of  the  individual  farm,  as  other 
grain  crops  have  a  higher  market  value  per  acre  than  oats.  Cer- 
tainly no  recommendation  that  oats  be  grown  for  the  purpose  of 
obtaining  straw  for  feeding  purposes  can  be  made.  Therefore  the 
quantity  of  oat  straw  available  is  seldom  large  enough  to  form  more 
than  a  part  of  the  winter  ration.  The  experiment  has  definitely 
proved,  however,  that  a  limited  quantity  of  good-quality  oat  straw 
can  be  fed  with  alfalfa  hay  to  steers  without  materially  reducing 
the  gain.  Wlien  used  in  this  way,  it  materially  reduces  the  winter- 
ing cost  of  the  steers. 

Alfalfa  and  wheatgrass  have  proved  to  be  of  about  equal  value 
as  winter  rations.  The  slightly  greater  winter  gain  of  the  alfalfa- 
fed  steers  is  more  than  compensated  for  by  the  greater  summer 
gain  of  the  wheatgrass-fed  steers.  The  difference  between  the  two 
is  small,  however,  and  one  can  safely  say  that  these  two  crops 
are  so  nearly  equal  that  cost  rather  than  feeding  value  should 
determine  which  should  be  used. 

Wheatgrass  has  been  generally  accepted  as  being  better  than 
alfalfa,  because  a  specified  quantity  will  last  longer.  In  these 
experiments  the  alfalfa-fed  steers  generally  consumed  their  rations 
in  less  than  half  the  time  required  by  the  wheatgrass-fed  steers. 
There  is  no  doubt  that  steers  will  consume  much  more  alfalfa  than 
wheatgrass  if  given  the  opportunity.  It  is  this  greater  consumption 
of  alfalfa  that  has  given  rise  to  the  opinion  that  wheatgrass  is 
"  stronger  "  than  alfalfa,  and  that  less  is  required  for  feeding  pur- 
poses. The  experiments  indicate  that  no  more  alfalfa  than  wheat- 
grass  is  needed  for  a  winter  ration. 

The  gain  of  the  silage- fed  steers  was  always  high  during  the 
winter  period,  and  that  resulted  in  a  low  gain  during  the  grazing 
period.  The  results  in  these  experiments  are  in  keeping  with  those 
obtained  in  studies  of  the  effect  of  winter  rations  upon  the  subse- 
quent summer  gains  of  steers  on  pasture,  such  as  the  study  reported 
in  Department  Bulletin  1251,  Effect  of  Winter  Eations  on  Pasture 
Gains  of  2-Year-Old  Steers.  The  general  conclusion  of  such  studies 
is  that  the  steers  which  make  the  greatest  winter  gains  make  the  small- 
est summer  gains,  but  the  greatest  total  gains  for  winter  and  summer 
combined.  The  silage  ration  in  the  beginning  was  calculated  to  con- 
tain the  same  quantity  of  dry  matter  as  the  other  lots,  the  quantity 


WINTERING   STEERS  ON    THE    NORTHERN   GREAT   PLAINS  13 

fed  being  based  on  a  25.3  per  cent  dry-matter  content.  Drying  tests 
made  during  the  experiment,  however,  showed  that  the  silage  gen- 
erally contained  from  35  to  40  per  cent  dry  matter,  so  that  the 
(Quantity  of  digestible  nutrients  fed  was  greater  than  originally 
intended.  In  the  last  year  of  the  test  the  reduction  in  the  silage 
fed  made  the  digestible  nutrient  in  the  ration  less  than  in  the  hay 
rations.  In  spite  of  this  the  silage-fed  steers  continued  to  make 
good  gains,  and  the  feed  cost  per  pound  of  gain  for  the  year  was 
less  than  for  the  hay-fed  lots.  It  is  believed,  and  the  results  of  the 
last  year's  test  substantiate  that  belief,  that  when  the  quantity  of 
silage  fed  is  small  enought  to  keep  the  winter  gain  from  being  too 
high,  silage  is  as  economical  a  winter  ration  as  hay.  Even  under 
the .  conditions  of  the  experiment  the  difference  is  probably  less 
than  shown  by  the  cost  figures.  The  silage- fed  steers  were  usually 
in  better  condition  than  the  other  lots  at  the  end  of  the  grazing 
season  and  would  probably  have  sold  on  the  market  for  enough  more 
to  take  care  of  at  least  part  of  the  higher  wintering  cost.  This  can 
not  be  definitely  proved,  however,  as  the  steers  were  sold  as  feeders 
and  as  one  drove  of  cattle. 

The  gains  made  during  the  wintering  experiments  show  that  the 
feed  for  all  lots  was  sufficient  to  bring  the  steers  through  the  winter 
in  a  satisfactory  condition.  It  is  probable  that  had  less  feed  been 
used  during  the  winter  the  steers  in  all  lots  would  have  made 
slightly  higher  gains  during  the  grazing  period. 

The  cost  and  quantities  of  feed  consumed  were  greater  than 
under  ranch  conditions  because  the  steers  were  confined  in  pens  and 
had  no  feed  whatever  except  their  rations.  On  most  ranches  winter 
pasture  is  available,  and  steers  are  able  to  get  a  portion  of  their 
feed  from  dried  grasses,  except  during  storm  periods.  This  de- 
creases the  actual  cost  of  the  winter  rations  but  should  not  materially 
change  the  relative  value  of  the  different  rations. 


ORGANIZATION  OF  THE 
UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 

July  22,  1930 


Secretary  of  Agriculture Abthub  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension  Work C.  W.  Wabburton. 

Director  of  Personyiel  and  Business  Admin-     W.  W.  Stockbergeb. 
istration. 

Director  of  Information M.  S.  Eisenhoweb. 

Solicitor , E.  L.  Marshall. 

Weather  Bureau Charles  F.  Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohleb,  Chief. 

Bureau  of  Dairy  Industry ,  O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry Whjlla-m  A.  Taylob,  Chief, 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  Chief. 

Bureau  of  Agricultural  Econormcs Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief. 

Plant  Quarantine  and  Control  Administration-  Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T,  Duvel,  Chief. 

Food,  Drug,  and  Insecticide  Administration—  Walter  G.  Campbell,  Director  of 

Regulatory  Work,  m  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Babnett,  Librarian. 


This  bulletin  is  a  joint  contribution  from 

Bureau  of  Animal  Industry John  R.  Mohleb,  Chief. 

Animal  Husbandry  Division E.  W.  Sheets,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Office  of  Dry-Land  Agriculture E.   C.   Chilcott,   Principal  Agri- 
culturist, in  charge. 
14 


U.  S.  GOVERNMENT   PRINTING   OFFICE:  1930 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  C.  -  - Price,  5  cents 


Technical  Bulletin  No.  191 


July,  1930 


THE 
PRODUCTION.  EXTRACTION. 

AND  GERMINATION 
OF  LODGEPOLE  PINE  SEED 


BY 


C.  G.  BATES 

Senior  Silviculturist,  Lake  States  Forest  Experiment  Station 
Branch  of  Research^  Forest  Service 


United  States  Department  of  Agriculture,  Washington,  D.  C. 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  C* 


Price  20  cents 


Technical  Bulletin  No.  191 


July,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


THE  PRODUCTION,  EXTRACTION,  AND  GERMINATION 
OF  LODGEPOLE  PINE  SEED 


Senior    Sil/moultunst, 


By  C.  G.  Bates 

Lake    States    Forest    Experiment    Station,    Branch    of 
Research,  Forest  Service 


CONTENTS 


Page 

Introduction 1 

Character  of  lodgepole  pine  cones  and  seeds. .  3 
Relation  of  fire  to  lodgepole  pine  distribu- 
tion  .-. 3 

Soil  preferences 4 

The  cones . 5 

The  seeds 6 

Seed  production  of  lodgepole  pine 7 

Description  of  the  experiment 7 

Comparison  of  the  Medicine  Bow  and 

Gunnison  stands 8 

Amount  of  seed  produced 9 

Seed  collecting  and  extracting 20 

Cone  collecting 20 

Cone  storage 21 

Seed  extracting 21 

The  loss  of  water  by  cones 26 

The  relative  importance  of  temperatures 

in  opening  cones 31 


Pago 

Seed  collecting  and  extracting— Contd. 

Effect  of  various  treatments  on  quantity 

and  quality  of  seed 33 

The  economy  of  storage  and  air  drying . .  50 

Germination  of  lodgepole  pine  seed 57 

The  method  of  germination  tests 57 

Characteristics  of  greenhouse   germina- 
tion   70 

Studies  of  field  and  nursery  germination.  73 

Summary 79 

Production 79 

Extraction. 80 

Germination 83 

Appendix... 85 

A  model  seed-«xtracting  plant  for  lodge- 
pole pine  cones 85 

A  mechanical  kiln 89 

Cone-drying  sheds 89 

Literature  cited 91 


INTRODUCTION 

The  investigations  into  the  qualities  of  lodgepole  pine  (Pmus 
contorta)  seed  reported  in  this  bulletin  were  begun  in  1910,  at  a 
time  when  the  Forest  Service  contemplated  very  extensive  refor- 
estation in  the  West  by  the  "  direct-seeding  "  method.  They  were 
undertaken  because  of  economic  and  technical  difficulties  encoun- 
tered in  obtaining  the  seed  of  this  species  in  sufficient  quantities  and 
at  such  cost  as  to  make  the  reforestation  program  feasible. 

Although  at  the  outset  no  great  difficulty  was  met  with  in  obtain- 
ing adequate  supplies  of  cones,  anticipation  of  future  needs  led  in 
1911  to  a  systematic  study  of  the  quantities  of  cones  produced  per 
unit  area  and  of  the  intervals  at  which  large  crops  may  be  expected. 

As  is  well  known,  the  cones  of  lodgepole  pine  do  not  open  imme- 
diately upon  ripening,  and,  like  those  of  jack  pine  and  the  European 
Scotch  pine  (Firms  sylvestris),  offer  considerable  resistance  to  arti- 
ficial treatment.  The  first  attempts  to  extract  seed  from  the  cones 
of  this  species  were  rewarded  by  many  disappointments  and  by 
yields  of  seed  so  small  as  to  make  the  price  prohibitive.  Forest 
110505"— 30 1  1 


2  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 

officers  reported  that  cones  dried  for  as  much  as  24  to  48  hours  at 
150°  to  200°  F.  for  the  most  part  failed  to  open  or  to  yield  seed  of 
consistently  acceptable  quality. 

The  first  conclusion  was,  naturally,  that  an  extremely  high  tem- 
perature must  be  used  to  open  all  the  cones;  the  second,  that  the 
temperature  which  would  be  effective  would  in  all  probability  de- 
stroy the  viability  of  the  seed. 

Fortunately,  the  Forest  Service  had  European  experience  with 
Scotch  pine  seed  extraction  to  fall  back  upon,  of  which  Wiebecke's 
account  {HY  is  an  example.  As  soon  as  reforestation  on  a  large 
scale  made  the  seed  problem  an  important  one,  efforts  were  made  to 
apply  European  methods  to  the  extraction  of  lodgepole  pine  seed. 
From  1910  to  1913  a  number  of  experiments  conducted  at  seed  plants 
then  in  operation  yielded  much  valuable  information  which,  in  a 
large  measure,  solved  the  practical  problems.  However,  in  these 
large  plants,  when  every  effort  was  being  made  to  obtain  seed  at  a 
low  cost,  it  was  often  impossible  to  control  the  conditions  of  extrac- 
tion so  as  to  produce  clear-cut  results  of  scientific  value.  Small  ex- 
perimental kilns  employed  since  1912  have  given  results  that  have 
added  considerable  refinement  to  the  general  conclusions  already 
formed  and  have  made  more  clear  the  principles  involved.  The 
early,  rougher  tests  will  be  referred  to  in  this  bulletin  only  in  so  far 
as  may  be  necessary  to  round  out  the  data  and  conclusions  from  the 
later  tests. 

The  practical  results  of  seed  extraction  will  always  be  found  in  the 
number  of  germinable  seeds  obtained.  Besides  attem.pting  to  reduce 
the  cost  of  seed  to  a  reasonable  point,  all  of  the  tests  since  1910  have 
kept  well  to  the  fore  the  necessity  for  producing  seed  of  high  quality. 
Consideration  of  the  probable  deleterious  effect  on  the  seed  of  over- 
heating the  cones  has  always  been  paramount,  and  every  test  of 
practical  importance  has  been  checked  by  a  determination  of  its  effect 
on  seed  quality. 

The  large  number  of  germination  tests  thus  called  for,  as  well  as 
those  desired  for  seed  lots  to  be  used  in  the  major  reforestation  work, 
soon  directed  a  great  deal  of  attention  to  the  technic  of  seed  testing. 
It  was  obvious  that  scientific  conclusions  should  be  drawn  from  ger- 
mination percentages  per  se  only  after  the  most  careful  analysis 
and  with  the  assurance  that  the  various  seed  lots  have  received  as 
nearly  as  possible  the  same  mechanical  treatment.  For  this  reason 
the  effort  Avas  made  to  adopt  standard  methods  which  would  insure 
the  most  valid  comparisons  between  different  seed  lots  representing 
different  cone  treatments  and  between  the  same  seed  lots  at  different 
periods. 

Although  the  principal  aim  of  this  bulletin  is  to  record  the  studies 
directed  toward  the  problem  of  lodgepole  pine  seed  extraction  at  rea- 
sonable cost,  it  is  desirable  that  the  fundamental  principles  involved 
at  all  stages  in  the  collection  of  cones,  their  storage  and  extraction, 
the  testing  and  storage  of  seeds,  and  the  final  sowing  and  results  to 
be  expected  should  be  made  clear,  in  order  that  unexpected  practical 
problems  may  in  a  large  measure  be  solved  in  advance.  Considera- 
tion will  therefore  be  given  at  some  length  to  a  threefold  concept  of 
the  problem.     This  will  include,  in  logical  order:   (1)  The  natural 

1  Italic  numbers  in  parentheses  refer  to  Literature  Cited,  p.  91. 


PRODUCTION   OF  LODaEPOLE   PINE   SEED  3 

rate  of  production  of  lodgepole  pine  cones  and  seed,  and  variations 
from  year  to  year,  as  these  may  affect  both  plans  for  seed  collection 
and  plans  for  securing  natural  reproduction  after  cutting;  (2)  the 
collection  and  storage  of  lodgepole  pine  cones  and  extraction  of  seed 
therefrom,  both  the  practical  features  and  physical  principles  in- 
volved; and  (3)  the  characteristics  of  lodgepole  pine  seed  germina- 
tion, in  the  greenhouse  and  field,  as  influenced  by  the  gemiinating 
conditions,  by  the  seed  source  and  quality,  and  finally  by  field 
conditions. 

CHARACTER  OF  LODGEPOLE   PINE   CONES  AND  SEEDS 

Lodgepole  pine  has  for  a  long  time  been  a  tree  of  such  unusual 
interest  to  botanists  and  foresters  that  it  seems  appropriate  to 
review  all  of  the  available  facts  regarding  it  that  may  have  a  con- 
nection with  the  present  study. 

In  so  doing  the  general  tendency  to  consider  the  lodgepole  pine 
of  the  Rocky  Mountains  and  of  the  Sierras  as  one  botanical  species  ^ 
will  be  avoided.  Discussion  will  be  confined  to  the  Rocky  Mountain 
form,  without  attempting  to  depict  the  character  of  the  Pacific 
form  in  any  respect. 

In  his  Life  History  of  Lodgepole  Burn  Forests  Clements  (5)  has 
considered  in  detail  all  the  factors  affecting  the  reproduction  of 
this  species,  including  the  seed  production  and  seed  qualities,  but 
this  latter  phase  of  his  work  is  based  on  very  meager  information 
which  will  serve  mainly  as  an  introduction  to  the  present  study. 

Mason  (JO)  has  considered  the  development  of  lodgepofe  pine 
in  its  economic  aspects  as  influenced  by  growth,  stocking,  and  yield, 
but  also  reviews  much  of  Clements's  information  on  seed,  light 
requirements,  etc.  Both  of  these  studies  were  confined  to  the  Rocky 
Mountain  form  of  lodgepole  pine. 

RELATION  OF  FIRE  TO  LODGEPOLE  PINE  DISTRIBUTION 

In  the  central  Rocky  Mountains  lodgepole  pine  occupies  a  zone 
or  belt  which  may  be  described  in  a  general  way  as  extending  from 
middle  to  high  elevations.  A  better  conception  of  the  position  of 
the  species  is  given  by  thinking  of  it  as  having  migrated  along  the 
line  (generally  at  about  9,500  feet  elevation),  which  represents  the 
division  between  the  middle  forest  zone  of  Douglas  fir  {Pseudo- 
tsuga  taxifolia)  and  the  higher  zone  of  Engelmann  spruce  {Picea 
sngelmannii).  From  this  line  it  has  spread  both  upward  and 
downward,  sometimes  reaching  quite  or  almost  to  the  lower  limits 
of  Douglas  fir  and  again,  as  on  the  Holy  Cross  National  Forest  in 
Colorado,  occasionally  going  to  timber  line  with  the  spruce. 

On  the  whole,  lodgepole  pine  has  encroached  on  the  fir  zone 
much  more  than  on  the  spruce.  The  reason  for  this  is  fairly  appar- 
ent. In  almost  every  spot  where  now  are  pure  stands  of  lodgepole 
pine  evidences  may  be  found  of  a  devastating  fire,  which  evidently 
gave  rise  to  these  stands.  Such  a  fire  is  dependent  on  two  main 
conditions — sufficient  dryness  to  start  a  conflagration  and  sufficient 

2  The  two  forms  are  frequently  differentiated  by  the  names  Pinus  murrayana  and  P. 
contorta,  respectively,  but  the  Forest  Service  has  adopted  the  latter  name  for  both  forms. 


density  of  stand  to  induce  a  crown  fire.  Where  the  latter  condition 
does  not  exist  and  the  fire  is  confined  to  the  ground  in  whole  or  in 
part,  many  trees  of  the  predominant  species  may  be  killed,  but  at 
least  a  few  will  survive  to  reseed  the  area.  The  two  conditions  fa- 
voring lodgepole  pine  succession,  a  dense  stand  and  dangerous  dry- 
ness, are  more  likely  to  be  combined  in  the  middle  forest  zone  than 
in  the  spruce  zone — hence  the  almost  complete  destruction  of  the 
Douglas  fir  forests  and  their  supplanting  by  the  more  fecund,  if 
short-lived,  lodgepole  pine. 

It  is  the  opinion  oi  the  writer,  expressed  in  1917  as  a  result  of 
a  study  of  seed  behavior  (^),  and  corroborated  later  by  studies  of 
the  peculiar  physiological  functioning  of  trees  of  this  species  (5), 
that  lodgepole  pine  is  properly  an  "  invader  "  of  the  central  Rocky 
Mountain  forests,  and  moreover  that  the  invasion  has  been  extremely 
recent,  so  that  over  large  areas  the  mature  lodgepole  pine  stands 
which  we  now  possess  represent  the  first  generation  of  the  species  as  a 
forest  dominant  in  this  region. 

Without  doubt,  however,  the  vigor  of  lodgepole  pine  as  an  invader 
of  areas  denuded  by  fire  results  very  largely  from  the  character  of 
its  seed  supply,  which  is  such  as  to  withstand  fire  to  some  extent, 
and  so  to  be  available  for  the  immediate  revegetation  of  denuded 
land. 

Since  so  much  speculation  has  been  entered  into  as  to  the  function 
of  fire  in  reproducing  lodgepole  pine  and  favoring  this  species  rather 
than  the  more  permanent  spruce  and  Douglas  fir,  it  is  desirable  to 
make  clear  that  only  two  relationships  of  fire  to  lodgepole  pine 
forests»have  been  satisfactorily  established.  Fire  may  dr}^  and  open 
the  old  cones  on  lodgepole  pine  trees,  even  while  killing  the  trees 
themselves  and  all  other  seeds  of  forest  trees.  Seeds  from  such 
cones  falling  on  the  completely  denuded  ground  are  without  im- 
mediate competition,  and  thus  have  the  ample  moisture  supply  which 
their  frail  character  and  slow-rooting  habit  require.  Other  effects 
of  fire  are  practically  equally  balanced.  Charcoal  and  ashes  may 
possibly  furnish  temperatures  favorable  to  lodgepole  pine  germina- 
tion; contact  with  the  mineral  soil,  which  at  times  is  much  more 
moist  than  the  duff  and  litter,  possibly  helps  also;  but  chemical 
changes  in  the  soil  from  burning  are  rather  unfavorable  to  the  vigor 
of  lodgepole  pine  seedlings,  since  these  appear  to  prefer  soil  with  a 
moderately  acid  reaction. 

SOIL  PREFERENCES 

A  fact  of  considerable  importance  in  the  natural  distribution  of 
lodgepole  pine,  as  well  as  in  the  possibility  of  further  invasions  and 
the  management  of  existing  stands,  is  the  predilection  of  the  species 
for  siliceous  soils.  The  growth  of  the  tree  is  by  no  means  inhibited 
by  such  soils  as  those  derived  from  limestone  and  fine-grained  ig- 
neous rocks,  and  yet  in  some  cases  the  natural  migration  of  the 
species  appears  to  have  been  definitely  determined  by  soil  charac- 
ter. There  is  scarcely  any  doubt  that  this  indicates  some  degree  of 
fastidiousness  on  the  part  of  lodgepole  pine  as  to  the  mineral  nutri- 
ents of  the  soil. 


PRODUCTION   OF   LODGEPOLE   PINE   SEED  5 

More  important,  however,  is  the  inability  of  the  species  to  contend 
with  any  severe  degree  of  drought.  Light  sandy  soils  in  general 
hold  most  of  their  moisture  at  considerable  depth  and  thereby  stimu- 
late deep  rooting  of  lodgepole  pine  seedlings ;  but  it  is  perhaps  more 
significant  that  these  light  soils  do  not,  after  denudation,  encourage 
a  heavy  growth  of  herbaceous  vegetation  to  compete  with  lodgepole 
pine  seedlings  for  the  moisture  supply.  Lodgepole  pine  prefers  a 
light,  and  especially  a  well-drained  soil,  but  the  successful  establish- 
ment of  seedlings  is  more  dependent  on  their  having  the  field  largely 
to  themselves. 

The  seedlings  of  lodgepole  pine,  according  to  Clements's  analysis 
and  to  present  general  ideas,  are  light-demanding;  and  they  are  not 
as  well  equipped  by  growth  habit  as  those  of  spruce  or  Douglas  fir  to 
contend  with  severe  competition.  In  short,  lodgepole  pine  is  rather 
an  invader  of  freshly  denuded  or  young  soils  than  a  climax  forest 
contender  and,  in  the  language  of  the  forester,  has  all  the  earmarks 
of  a  forest  "  weed." 

An  interesting  illustration  of  distribution  according  to  soil  is 
found  on  the  western  slope  of  the  Bighorn  Mountains,  Wyo.,  where 
a  number  of  glacial  flows  have  cut  deep  grooves  in  the  native  lime- 
stone formations  of  middle  and  low  elevations,  and  have  left  these 
grooves  filled  with  loose  deposits  of  granitic  material  from  the 
higher  mountains.  Almost  without  exception  these  moraines  are 
occupied  by  lodgepole  pine,  whereas  the  parallel  limestone  ridges 
are  as  exclusively  occupied  by  Douglas  fir. 

THE  CONES 

Cones  of  lodgepole  pine  vary  greatly  in  size,  according  to  the  con- 
ditions of  growth.  The  length  varies  from  1  to  3  inches  and  the 
diameter  from  three-fourths  to  II/2  inches.  Cones  of  smaller  size 
than  this  are  often  produced  but  are  usually  unfertilized  and  bear 
no  seed.  (PI.  1,  A.)  Normal  cones  usually  run  from  1,500  to  2,000 
to  the  bushel. 

The  normal  shape  of  the  lodgepole  pine  cone  is  ovate-acute,  but 
this  is  frequently  varied  by  a  tendency  to  a  one-sided  development 
which  results  in  a  flattening  or  even  a  concavity  of  the  undeveloped 
side.  This  arrested  development  usually  occurs  where  the  cone  is 
closely  appressed  to  a  stem  or  branch  "  leader."  Lack  of  develop- 
ment probablv  results  both  from  failure  of  the  pollen  to  reach  the 
concealed  surface  and  from  the  lack  of  light  to  keep  active  the  tissues 
while  they  are  still  in  a  growing  state.  Zederbauer  (IS)  in  the  study 
of  the  widely  distributed  mountain  pine  {Pinus  Tnontana)  of  Europe, 
which  shows  such  great  variation  in  cone  form  as  to  lead  to  the 
naming  of  numberless  varieties,  concluded  that  the  form  of  the  cone 
was  very  largely  controlled  by  light  and  that  the  different  varieties 
might  result  from  differences  in  climate,  altitude,  and  density  of  the 
stand. 

The  scales  of  the  cone  nearest  the  tip,  with  the  exception  of  the 
first  half  dozen,  are  those  most  certain  to  bear  viable  seeds;  the 
extreme  basal  scales  never  do.  Undeveloped  scales  also  are  very 
likely  to  be  barren.  Of  the  average  cone  it  would  probably  be 
correct  to  say  that  the  seeds  are  entirely  in  the  upper  half.  It  is 
almost  impossible,  and  wholly  futile  to  bring  about  the  spreading 
of  the  lower  scales, 


S.  DEPT.  OF  AGBICULTUKE 

The  weight  of  fresh,  green  lodgepole  pine  cones  at  the  time  of 
maturing  is  38  to  50  pounds  to  the  bushel.  An  average  figure  for 
cones  as  commonly  collected  is  42  pounds  to  the  bushel.  Since  the 
excess  moisture  contained  in  green  cones  is  very  quickly  lost,  it  is 
never  equitable  to  purchase  cones  on  a  weight  basis.  Cones  thor- 
oughly dried  at  the  temperature  of  boiling  water  weigh  about  25 
pounds  to  the  bushel,  original  volume.  In  opening  the  cone  scales 
spread  widely,  increasing  the  volume  100  to  150  per  cent,  according 
to  the  rate  of  drying  and  temperature  of  the  treatment.  With  a 
110°  F.  treatment  very  few  of  the  cones  open  widely  and  many  do 
not  spread  the  scales  far  enough  to  permit  the  seed  to  fall  out. 
With  the  more  rapid  drying  at  170°  or  200°  even  small,  abnormal 
cones  are  forced  to  spread  their  scales  wide. 

The  specific  heat  of  cones  dried  at  150°  F.  has  been  determined 
to  be  approximately  0.43.  The  fuel  value  of  cones,  as  very  roughly 
determined,  is  approximately  that  of  wood  or  about  8,000  British 
thermal  units  per  pound  of  dry  weight. 

THE  SEEDS 

The  seeds  of  lodgepole  pine  vary  in  length  from  2  to  3  millimeters. 
They  are  typically  somewhat  flattened  throughout  and  obtusely 
pointed  at  the  small  end.  The  normal  color  of  the  seed  is  black, 
with  numerous  excrescences  of  resin,  which  give  it  a  slightly  grayish 
tone.  (PL  1,  B.)  Although  brownish  seeds  are  sometimes  fertile, 
off  color  denotes  lack  of  vitality  in  lodgepole  pine  perhaps  more 
than  in  any  other  conifer.  Hollow  seeds  are  often  nearly  white,  or 
black  with  large  blotches  of  white. 

Seeds  of  lodgepole  pine  as  they  come  from  the  cone  are  enveloped 
in  a  thin  membrane  to  which  is  attached  the  so-called  "  wing,"  resem- 
bling the  samaras  of  ash  and  maple,  but  more  thinly  membranous. 
The  wing  acts  as  a  slightly  turned  rudder,  causing  the  seed  to  spiral 
in  its  descent,  and  in  treating  the  seed,  this  wing,  brittle  and  easily 
broken  by  rubbing,  is  always  removed  to  reduce  the  volume  and 
facilitate  handling. 

The  number  of  fully  developed  seeds  in  each  cone  varies  widely. 
An  approximate  maximum  number  is  50,  the  average  for  large  lots 
of  normal  cones  is  about  40,  and  the  minimum  goes  down  to  1  or  2 
in  extreme  cases. 

The  yield  of  seeds,  with  effective  extraction  methods,  usually  falls 
between  one-third  and  one-half  of  a  pound  to  the  bushel  of  cones. 

The  normal  number  of  seeds  per  pound  in  thoroughly  cleaned 
lots,  from  which  light  seeds  have  been  removed  to  a  moderate  degree, 
is  100,000.  The  size  of  the  seed  compares  rather  closely  with  that  of 
jack  pine  {Pinus  Banksiana)^  a  close  counterpart  of  lodgepole  that 
in  the  Lake  States  yields  an  average  of  129,000  seeds  per  pound. 
Engelmann  spruce  of  the  Eocky  Mountains  has  smaller  seed  than 
lodgepole  pine,  whereas  Douglas  fir  and  Western  yellow  pine  are 
2.5  to  10  times  as  large.  The  extreme  variations  in  number  are  from 
85,000  to  160,000  seeds  per  pound,  depending  both  upon  size  and 
dryness. 


Tech.  Bui.  191.  U.  S.  Dept.  of  Agriculture 


PLATE   1 


F 174646      21925A      10885A 


A,  Lodgepole  pine  cones  of  the  1923  crop,  showing  typical  shapes  and  variations  in  size;  B,  lodge- 
pole  pine  seeds  extracted  from  1  bushel  of  cones;  C,  greenhouse  at  the  Fremont  Laboratory, 
where  most  of  the  germination  tests  were  conducted 


PRODUCTION   OF   LODGEPOLE   PINE   SEED  7 

SEED  PRODUCTION  OF  LODGEPOLE  PINE 

While  many  scattering  observations  on  the  seed  production  of 
lodgepole  pine  are  to  be  found  in  the  literature  of  American  forestry, 
notably  in  the  discussion  by  Clements  (J),  so  far  as  known  the 
only  serious  attempt  to  measure  the  fecundity  of  the  species  sys- 
tematically over  a  period  of  years  has  been  made  by  the  Forest 
Service  on  the  Medicine  Bow  National  Forest  in  southern  Wyoming 
and  on  the  Gunnison  National  Forest  in  western  Colorado.  These 
two  localities  were  chosen  to  represent  different  climatic  regions 
likely  to  show  very  different  results.  (Table  1.)  The  Medicine  Bow 
area,  on  a  flat  plateau  at  9,000  feet  elevation,  is  subject  to  low  winter 
temperatures  and  heavy  snow  accumulations,  is  seldom  free  from 
killing  frosts  ^  in  any  month  of  the  year,  and  suffers  increasing  dry- 
ness as  the  summer  advances,  although  there  is  a  slight  increase  in 
precipitation  in  July  and  August.  The  Gunnison  area,  at  an  eleva- 
tion of  about  9,2f00  feet  on  a  steep  northwest  slope,  is  in  a  region 
subject  to  even  lower  winter  temperatures  and  heavy  snowfall,  but 
by  reason  of  its  more  southerly  latitude  appreciably  warmer  during 
the  summer  months.  All  of  this  portion  of  Colorado  receives  fairly 
abundant  rains  during  July  and  August,  which  more  nearly  counter- 
balance the  high  evaporation  rate. 

Table   1. — Normal   temperatwe   and  predpitatiari  of  Medteine  Bow  area  m 
southern  Wyoming  and  Gunnison  area  of  western  Colorado  ^ 


Normal 
temperature 

Normal  pre- 
cipitation 

Month 

Medi- 
cine 
Bow 

Gun- 
nison 

Medi- 
cine 
Bow 

Gun- 
nison 

January 

14.7 
16.0 
21.8 
2fi.l 
37.3 
46.3 
52.4 
51.0 

°F. 

12.5 

15.2 

23.4 

30.5 

40.9 

49.7 

53.9 

52.2 

Inches 
1.35 
1.53 
1.13 
1.86 
1.19 
1.23 
1.42 
1.57 

Inches 
1.38 
1.37 
1.50 
1.40 
1.42 
1.41 
2.38 
1.96 

February 

March 

AprU. 

May.... 

June. 

July.. 

August.- 

Month 


September 

October 

November 

December 

Average  or  total 

Year 

Summer 


Normal 
temperature 


Medi- 
cine 
Bow 


42.5 
34.4 
25.1 
14.2 


32.0 
49.9 


Gun- 
nison 


°F. 

44.6 

34.9 

24.7 

12.3 


32.9 
51.9 


Normal  pre- 
cipitation 


Medi- 
cine 
Bow 


Inches 
1.32 
1.01 
1.02 
1.37 


16.00 
4.22 


Gun- 
nison 


Inches 
1.48 
1.32 
.84 
1.32 


17.78 
5.75 


1  Southern  Wyoming  represented  by  Foxpark  Station,  11-year  record;  Gunnison  represented  by  Pitkin 
for  precipitation  and  Crested  Butte  for  temperature  13  years  and  12  years,  respectively.  All  records  read 
from  Climatological  Data  of  the  U.  S.  Weather  Bureau. 

DESCRIPTION  OF  THE  EXPERIMENT 

The  two  projects  were  started  simultaneously  in  1912,  on  a  10-year 
plan,  both  being  completed  with  the  collection  of  the  seed  crop  for 
1921. 

In  each  project  10  contiguous  plots  were  laid  out,  one  of  these  to 
be  cut  each  year  for  the  collection  of  cones,  since  with  this  species 
it  is  impracticable  to  collect  the  cones  except  after  felling  the  trees. 
The  size  of  the  plots  was  arranged  to  include  about  100  trees  in 
each,  and  in  each  plot  the  trees  were  classified  at  the  outset  into  15 


3  Killing  as  applied  to  ordinary  vegetation.     Of  course,  the  native  vegetation  has  become 
extremely  hardy  and  is  not  afEected  by  temperatures  near  30"  F. 


8  TECHNICAL  BULLETIN    191,  U.  S.  DEPT.  OF  AGRICULTURE 

groups,  the  numbers  1  to  5  representing  relative  heights  as  usually 
expressed  by  the  words  dominant,  codominant,  intermediate,  op- 
pressed, and  suppressed.  Within  each  of  these  five  groups  the  treec 
were  further  differentiated  as  to  crown  fullness  by  the  letters  a,  b, 
and  c,  trees  with  the  fullest  and  most  vigorous  crowns  being  desig- 
nated a.  For  a  given  height  class  the  trees  with  widest  crowns 
commonly  have  the  largest  diameters. 

After  this  classification  of  the  trees  had  been  completed  about  15 
trees  of  representative  development  for  their  respective  groups  were 
selected  on  each  plot,  and  from  these  the  actual  cone  collections  were 
to  be  made.  Very  few  trees  were  allocated  to  the  oppressed  or  sup- 
pressed groups,  especially  on  the  Gunnison  area,  and  in  consequence 
many  oi  these  groups  are  not  represented.  This  is  as  it  should 
be,  since  it  will  be  noted  that  the  lower  grades,  when  cut,  yielded 
little  or  no  seed. 

The  cones  having  been  collected  from  the  sample  trees  and  the 
seed  extracted,  weighed,  counted,  and  tested,  the  method  of  com- 
puting the  total  yield  was  to  increase  the  yield  for  each  group  in 
proportion  to  the  ratio  of  total  trees  to  sample  trees  in  that  group 
and  then  to  reduce  the  yield  to  an  acre  basis. 

In  the  collection  of  the  cones  those  just  maturing  were  separated 
from  the  unopened  cones  produced  in  previous  years.  The  former 
will  hereafter  be  called  "  new  "  and  the  latter  "  old  "  cones.  The 
cones  from  two  or  more  sample  trees  of  a  given  class  w^ere  usually 
combined  into  one  lot,  although  in  some  instances  individual  trees 
have  been  followed  through.  There  is  no  uniformity,  or  even 
similarity,  in  the  productivity  of  individuals  of  a  given  class,  so 
the  entire  set  of  sample  trees  gives  only  a  fair  stand  average  for  each 
year,  and  the  tree  classes  may  be  roughly  compared  only  on  the 
basis  of  10-year  averages. 

All  of  the  seed  extracting  was  done  in  the  experimental  kiln  at  the 
Fremont  laboratory  of  the  Kocky  Mountain  Forest  Experiment  Sta- 
tion as  soon  as  possible  after  the  collection  of  the  cones.  The  larger 
proportion  of  the  seeds  was  extracted  at  moderate  temperatures. 
When  moderate  temperatures  w^ere  not  effective,  higher  temperatures 
were  employed  to  obtain  maximum  yields.  There  is  no  evidence  that 
the  germinability  of  the  seeds  was  ever  appreciably  lowered  by  the 
drying  treatment  given. 

Extraction  of  seeds  from  the  1918  and  1920  crops  was  delayed 
nearly  a  year.  Since  the  conditions  for  cone  storage  in  the  interval 
were  not  ideal,  it  is  possible  that  the  relatively  low  germinative 
capacities  of  these  two  crops  may  be  ascribed  in  part  to  this  factor. 

Five  hundred  seeds  were  used  for  each  test,  where  that  number  was 
available.  In  a  few  instances,  where  the  total  number  of  seeds 
available  was  very  small,  the  germination  was  estimated  at  50  per 
cent  without  making  any  test. 

COMPARISON  OF  THE  MEDICINE  BOW  AND  GUNNISON  STANDS 

A  summary  of  the  Medicine  Bow  plot  tallies  gives  the  average 
number  of  trees  on  that  area  as  443  per  acre,  whereas  on  the  Gun- 
nison area  the  number  was  528.    In  mean  age,  the  trees  were  prac- 


PRODUCTION    OF   LODGEPOLE   PINE   SEED 


9 


tically  the  same  in  the  two  places,  about  185  years,  but  the  trees  on 
the  Medicine  Bow  area  had  a  much  larger  average  diameter.  (Table 
2.)  This  difference  in  growth  is  no  doubt  due  in  part  to  the  less  dense 
stand  on  the  Medicine  Bow,  but  it  is  probable  also  that  the  soil  at 
Medicine  Bow  is  more  favorable  to  growth.  The  gneiss  soil  from 
the  Medicine  Bow  locality  has  been  shown  by  greenhouse  tests  to  be 
peculiarly  suited  to  the  vigorous  growth  of  lodgepole  pine  and,  on 
the  basis  of  these  tests,  must  be  rated  at  least  50  per  cent  higher  than 
the  soil  from  the  Gunnison  plots. 

Table  2. — Age  and  diameter  of  the  sample  lodgepole  pine  trees  ^ 


Tree  class 

Average  age 

Average  diameter 
breast  high 

Basis,  trees 

Medicine 
Bow 

Gunnison 

Medicine 
Bow  a 

Gunnison  ^ 

Medicine 
Bow 

Gunnison 

1-a.. 

Years 
197 
201 
195 
200 
199 
186 
196 
187 
172 
194 
171 
170 
189 
154 
151 

Years 
203 
193 
191 
185 
199 
169 
168 
172 
163 
80 
140 

Inches 

14.1 

11.9 

10.2 

11.1 

10.0 

9.1 

9.1 

7.9 

7.6 

6.7 

6.3 

5.8 

5.2 

4.0 

3.9 

Inches 
8.3 
7.6 
6.7 
6.8 
6.0 
6.4 
5.4 
5.0 
4.8 
4.6 
4.1 

Number 
5 
6 
4 
8 
9 
6 
8 
12 
8 
5 
4 
5 
3 
3 
6 

Number 
18 

1-b     - 

10 

1-c 

5 

2-a 

11 

2-b.. 

2-C— 

3-a 

3-b     .. 

3-c 

4-a 

4-b 

4-C-.. 

5-a  -  . 

100 
140 

3.5 
3.7 

5-b-    ... 

5-c 

« 

Total  or  average 

186 

184 

8.9 

6.8 

92 

76 

i  Medicine  Bow  plots  for  the  years  1915  and  1917-1920 ;  Gunnison  plots  for  the  years  1917-1921. 
'  Averages  determined  by  the  usual  algebraic  method  of  basal  areas. 

»  These  are  the  average  diameters  for  the  groups  represented,  the  sample-tree  diameters  in  this  case  not 
having  been  recorded. 

There  is,  then,  on  the  Medicine  Bow  area  a  somewhat  more  open 
stand  of  larger,  more  limby  trees,  and  more  mature  in  the  sense  of 
having  attained  the  stature  of  maturity.  Some  of  these  trees  were 
infected  with  mistletoe,  and  recent  observation  in  the  same  locality 
indicates  that  such  trees  are  usually  poor  seed  bearers.  Pearson 
{11)  found  that  some  western  yellow  pines  {Pinus  ponderosa)  in- 
fected by  mistletoe  yielded  seed  of  lower  vitality  than  the  seed  from 
healthy  trees,  although  the  quantities  were  not  greatly  reduced  by 
anything  less  than  very  heavy  infection.  It  is  questionable  whether 
these  facts  have  any  material  bearing  on  the  seed  production  of  the 
two  areas,  since  it  will  be  shown  in  the  later  analysis  that  this  is 
probably  most  directly  controlled  by  local  climatic  conditions. 

AMOUNT  OF  SEED  PRODUCED 

In  Table  3  the  weight  and  quality  of  the  seed  collected  each  year 
are  given,  together  with  the  computed  number  of  good  seeds  as  meas- 
ured by  the  total  or  final  germination  percentages.  This  final  figure 
is  shown  graphically  in  Figure  1. 


10  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  3. — Surmnary  of  lodgepole  pine  seed  production  per  acre  of  forest 


Medicine  Bow 

Tear 

Current  crop 

Old  cones 

Weight 

Germina- 
tion 
capacity 

Good 

seeds 

Weight 

Germina- 
tion 
capacity 

Good 
seeds 

1912 - 

Pounds 
1. 1805 
.6702 
.2312 
.7637 
1.1046 
1.  7977 
.8668 
0 

1.6242 
.8809 

Per  cent 

56.4 

172.0 

178.0 

135.9 

65.6 

58.9 

161.8 

0 

58.5 
81.6 

Number 
96,078 
73,  898 

2  19,  610 
40, 125 

108,  254 

135,  582 

56,359 

0 

102,  398 
97,  711 

Pounds 
1.9207 
1.  7C79 
.0790 
4.  2196 
0 

3.1648 

6.  7316 

4.  6293 

.7719 

.9621 

Percent 
37.3 
56.0 
78.0 
41.4 
0 

56.7 
61.5 
65.9 
56.8 
68.2 

Number 
145,  531 
140,  519 
2  6,666 
226,004 
0 

1913 -- 

1914 .- 

1915 

1916 

1917                            .                 ... 

270,  340 

481,500 

382,930 

53,590 

99,987 

1918. 

1919 -. 

1920 

1921.... 

Arithmetical  mean 

.9120 

63.2 

72,992 

2.4187 

58.0 

180,  707 

Gunnison 

.     Year 

Current  crop 

Old  cones 

Weight 

Germina- 
tion 
capacity 

Good 

seeds 

Weight 

Germina- 
tion 
capacity 

Good 
seeds 

1912             .-                        

Pounds 
2.  5337 
2.1425 
.6674 
.9189 
.4511 
3.4242 
7.  4853 
7.0984 
7.  3279 
.2784 

Per  cent 
67.9 

167.3 
75.8 
74.7 
77.1 
67.0 
65.6 
83.4 

173.3 
87.5 

Nimber 

226, 121 

196, 079 

68,074 

96,905 

54,668 

319,  074 

682,  726 

827,  074 

699,384 

30,  421 

Pounds 
16.  6384 
23.6280 
23.  7042 
12.7684 
ia6968 
5,6447 
2.6416 
5.  6895 
4.4947 
5.2542 

Per  cent 
72.5 
74.5 
62.7 
68.3 
73.8 
52.8 
45.9 
79.6 
63.3 
80.2 

Number 

1,  527, 079 

2,  326, 168 
1  781  263 

1913 

1914 

1915 

1, 143, 195 

2, 086,  495 

424  710 

1916 

1917 

1918 

183,826 
656,  974 
401  726 

1919 

1920                      .                

1921 

508,316 

Arithmetical  mean 

3.  2328 

74.0 

320,  053 

11.9160 

67.4 

1, 103,  960 

1  The  germination  period  has  been  for  62  days  where  noted.  In  1912  the  Medicine  Bow  crop  was  tested 
for  66  days;  1916,  66  to  89  days,  with  75  days  as  the  average;  1917,  88  days;  1919,  65  to  102  days,  with  94  davs 
prevailing;  1920,  66  days;  1921,  73  days.  The  1912  Gunnison  crop  was  tested  for  66  days;  the  1914  only  for 
50  to  52  days;  the  1915  crop  for  82  days;  1916,  89  days;  1917,  88  to  89  days;  1918,  62  to  109  days;  1919,  100  davs; 
1921,  84  days. 

2  Crop  so  small  that  all  lots  of  new  and  old  cones  were  lumped  together.  The  proportion  assigned  to  old 
and  new  is  obtained  from  the  cone  weights. 

The  salient  points  brought  out  by  Table  3  are  as  follows : 
The  Medicine  Bow  sample  area  has  produced,  as  a  10-year  average 
crop,  0.912  pound  of  clean  seed,  or  72,992  good  seeds  per  acre,  the 
term  "  good  "  being  used  throughout  this  discussion  to  denote  seeds 
germinable  within  the  period  allowed  and  under  the  soil,  moisture, 
and  temperature  conditions  provided.  These  figures,  while  in  every 
sense  conservative  as  to  actual  seed  production,  may  give  an  unduly 
optimistic  impression  of  the  number  of  seeds  likely  to  germinate 
under  field  conditions,  even  with  the  complete  elimination  of  de- 
structive agents  such  as  rodents,  which  undoubtedly  destroy  a  large 
proportion  of  the  crop  each  year. 

The  Gunnison  area,  on  the  same  basis,  has  produced  3.2328  pounds 
of  clean  seed  per  year,  equivalent  to  320,053  good  seeds  to  the  acre. 
These  figures  compare  well  with  the  estimate  made  by  Cox  (6)  in 
1911,  which  showed  a  full  crop  for  lodgepole  pine  to  be  about  4 
pounds  of  seed  per  acre. 


PRODUCTION    OF   LODGEPOLE   PINE   SEED 


11 


The  value  of  old  cones,  as  measured  by  the  number  of  germinable 
seeds,  is  in  the  average  year  2.48  times  the  value  of  the  new  cones  for 
the  Medicine  Bow  area  and  3.45  times  for  the  Gunnison  area;  or, 
in  other  words,  in  the  one  locality  cones  are  retained  for  an  average 
of  two  and  one-half  years,  and  in  the  other  area  for  three  and  one- 
half  years  after  the  normal  time  of  maturing.  This  ratio,  or  the 
tendency  of  trees  to  retain  their  cones  without  opening,  is  extremely 
variable  as  between  individual  trees  under  similar  growing  condi- 
tions and  has  never  been  adequately  explained,  but  it  is  believed  the 


HUNDREID 

THOUSANDS 

SEEIDS 

2 


MEDICINE     BOW    AREA 


10 


GUNNISON       AREA 


■ 

1 . . . 

■ 

1912        1913  1914         1915         1916         1917         1918  1919         1920         1921 

VEARS 

FiGUEE  1. — Lodgepole  pine  seed  production  by  years,  all  tree  classes,  new  cones  only 

above  data  are  suiSiciently  well  grounded  to  indicate  a  distinct  dif- 
ference in  this  respect  between  the  trees  of  the  two  localities. 

For  both  localities  the  new  seeds  show  higher  germinative  capacity 
than  those  from  old  cones,  and  the  germination  of  Gunnison  seed  is 
distinctly  better  than  that  of  the  Medicine  Bow  seed.  Individual 
germination  percentages  have  no  precise  value  in  biological  com- 
parisons, but  it  may  safely  be  said  that  the  present  data  do  show 
definite  tendencies,  and  this  will  be  substantiated  later  by  a  considera- 
tion of  the  germination  rates.  The  average  germination  period  was 
somewhat  longer  for  the  Gunnison  seeds  than  for  the  Medicine  Bow 
seeds,  namely  77  days  as  against  71  days,  but  if  the  6  additional  days 
were  given  the  Medicine  Bow  seeds  their  germination  could  hardly 
be  increased  more  than  1  per  cent. 


12  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 

PERIODICITY  OF  SEED  PRODUCTION 

The  literature  of  forestry  has  frequently  given  expression  to 
rather  ill-founded  beliefs  in  the  periodicity  of  seed  crops  of  the 
various  forest  trees  and  the  reasons  therefor.  "  Produces  abundant 
crops  of  seed  every  three  or  four  years  "  is  a  good  sample  of  the 
expressions  used,  and  where  any  explanation  is  offered  for  such 
periodic  production  the  impression  is  usually  conveyed  that  the 
production  of  a  good  crop  so  exhausts  the  vitality  of  the  tree  that  it 
must  rest  for  two  or  three  seasons.  From  what  is  known  of  the 
irregularity  of  fruit  crops  and  their  dependence  in  large  measure  on 
weather  conditions  at  the  time  of  flowering,  this  prevailing  idea 
appears  illogical,  and  it  is  doubtful  if  it  would  be  supported  by  any 
careful  analysis  of  comparable  and  reliable  data  on  the  seed  crops 
of  different  localities  over  a  period  of  years,  such  as  is  offered  inci- 
dentally by  the  present  study.  The  degree  of  variation  in  successive 
crops  of  seed  from  the  Gunnison  and  Medicine  Bow  areas,  shown  in 
Figure  1,  furnishes  no  evidence  that  one  good  crop,  or  even  two  in 
succession,  exhaust  the  ability  of  the  trees  to  produce  seed  or  lower 
their  vitality  in  the  slightest  degree. 

It  will  be  noted  for  the  Gunnison  area  that  fairly  good  crops, 
better  than  the  maximum  Medicine  Bow  crop,  were  produced  in 
1912  and  1913.  These  were  followed  by  three  lean  years,  and  the 
latter  in  turn  by  four  successive  years  better  than  average.  The 
poorest  year  for  the  Gunnison  was  1921.  The  Medicine  Bow  produc- 
tion shows  similar  but  less  marked  surges,  including  one  year  of 
complete  failure. 

While  it  is  true  that  the  successive  crops  on  either  area  were  not 
gathered  from  the  same  sets  of  trees,  the  several  sets  were  in  each 
locality  subjected  to  the  same  climatic  conditions.  Crop  failures, 
and  likewise  especially  abundant  seed  crops,  are  usually  widely 
effective,  and  crops  may  generally  be  described  as  uniformly  good  or 
bad  over  whole  townships  or  larger  areas.  Although  the  two  areas 
of  this  study  should  not  be  expected  to  fall  within  the  same  set  of 
influences,  it  seems  probable  that  the  year-to-year  variations  shown 
by  the  plots  used  in  each  area  may  be  thought  of  at  least  as  char- 
acteristic of  the  areas  involved. 

May  forest-tree  seed  crops  then  be  said  to  be  dependent  on  local 
and  perhaps  temporary  weather  conditions  and  may  they  be  fore- 
cast? With  so  many  possibilities  of  weather  conditions  affecting  a 
crop  that  requires  two  growing  seasons  to  mature,  a  close  correlation 
is  hardly  to  be  expected  without  a  more  exhaustive  study  than  the 
available  weather  records  will  permit.  It  is  believed,  however,  that 
a  very  simple  explanation  of  the  failures  of  these  lodgepole  pine  seed 
crops  is  possible.  This  explanation  was  suggested  by  observation  at 
the  Fremont  station  of  the  repeated  destruction  of  Douglas  fir  seed 
crops  after  the  female  flowers  had  appeared  in  abundance.  This 
destruction  appeared  to  be  accomplished  by  freezing  weather  and 
late  snows,  and  although  rarely  complete  indicated  that  the  pistillate 
flowers  are  sensitive  to  cold  in  the  same  sense  as  the  flowers  of  our 
common  fruit  trees  or  that  cold  weather  occurring  at  the  critical  time 
might  prevent  normal  pollination. 

A  statement  of  minimum  summer  temperatures  as  presented  in 
Table  4  should  permit  a  surmise  as  to  their  effect  on  the  young  pis- 
tillate flowers  on  which  cone  crops  are  dependent.     The  record  of 


PEODTTCTION   OF   LODGEPOLE   PINE   SEED 


13 


temperatures  for  Foxpark  very  closely  approximates  that  at  Medi- 
cine Bow,  less  than  a  mile  away;  that  for  Crested  Butte,  some  30 
miles  distant  from  the  Gunnison  seed-producing  area,  is  not  so 
closely  an  approximation,  but  as  it  is  in  the  same  basin  and  at  about 
the  same  elevation  the  two  points  would  probably  be  subject  to 
the  same  general  influences.  Thus  the  relative  seasonal  values  are 
sufficiently  indicative.  It  should  be  understood  that  in  these  forest 
types  there  is  practically  no  vegetative  activity  before  June. 

Table  4. — Minimum  air  temperatures   for  ecK-h  m/)nth  of  groicing  season,   at 
Foxpark  and  Crested  Butte,  Wyo.,  1911-1920 


Date  of  minima 


Year 


1911. 


1912. 


1913. 


1914. 


1915. 


1916. 


Month 


June... 

July.... 

August 

June... 
July... 
August 

June... 

July... 

August 

Jime... 

July..-. 

August 

June... 

July... 
August 

June... 
July... 
August 


Day 


23 

9 
31 

3 
25 
17 
18 
18 

9 
22 

8 
13 

1 
31 

{   a 

/ 24-25 
I  27 
3 
11 
19 
13 
25 
7 

13 
7 
7 
4 
7 
4 
5 

26 
28 


Minimum  tem- 
peratures at  — 


Fox- 
park 
(Medi- 
cine 
Bow) 


Crested 
Butte 
(Gunni- 
son) 


o  p_ 


26 

22 

23 

30 

24 

19 

20 

20 

(0 

32 

29 

24 

25 

25 

28 

24 

27 

32 

26 

25 

31 

30 

31 

26 

28 

16 

20 

(0 

27 

(0 

27 

20 

14 

23 

29 

23 

28 

Date  of  minima 


Year 


1917. 


1918. 


1919. 


1920. 


Month 


[June. 


July. 


[August. 

[June 

I  July.- - 


I  August. 

{June... 
July.... 
August. 
fJune... 


July. 


[August. 

Average  minima: 

June 

July 

August 

Normal  mean: 

June 

July 

August 


Day 


Minimum  tem- 
peratures at  — 


Fox- 
park 
(Medi- 
cine 
Bow) 


19.6 
24.6 
23.6 

46.3 
52.4 
51.0 


Crested 
Butte 
(Gun- 
nison) 


30 


34 


17 


23.4 
29.0 
26.9 

49.7 
53.9 
52.2 


1  No  record  for  this  month. 


The  general  air  temperatures  for  the  summer  as  shown  in  Table  4 
are  2°  higher  in  the  Gunnison  region.  This  fact  alone  would  go 
far  toward  explaining  the  much  greater  productivity  of  the  trees. 
However,  the  3°  difference  between  the  mean  temperatures  for  June 
and  the  corresponding  difference  in  mean  minima  are  especially  to 
be  noted  as  affecting  the  development  of  pistillate  flowers  in  the 
two  regions. 

The  most  certain  evidence  of  a  correlative  variation  in  crops  in 
individual  years  is  obtained  from  consideration  of  the  very  unusual 
conditions  prevailing  at  Foxpark  on  the  30th  of  June  and  1st  of 
July,  1918,  when  temperatures  of  19°  and  18°  F.,  respectively,  wero 


14  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 

recorded,  the  latter  being  much  the  latest  minimum  of  similar  severity 
at  this  station  and  the  lowest  July  temperature  during  the  10-year 
period.  This  depression  certainly  explains  the  failure  of  the  1919 
Medicine  Bow  crop,  especially  when  it  is  known  that  the  month  of 
June,  as  a  whole,  had  been  several  degrees  warmer  than  normal. 
Likewise,  the  poorest  crop  on  the  Gunnison,  that  for  1921,  is  very 
certainly  connected  with  the  low  minima  for  1920,  which  were  record 
breakers  not  only  in  June  but  also  in  July  and  August. 

In  contrast  to  these  extremes,  the  four  phenomenally  large  crops 
on  the  Gunnison  appear  to  be  connected  with  favorable  temperatures 
in  preceding  years,  which  culminated  in  1918,  when  there  was  no 
frost  in  either  June  or  July.  It  is  regrettable  that  there  is  no  1919 
record  to  substantiate  further  this  conclusion. 

The  other  correlations  are  not  so  clear,  and  there  is  no  desire  to 
overstress  this  point  by  offering  far-fetched  explasiations.  Too 
little  is  known  of  the  weight  that  should  be  given  to  different  fac- 
tors, such  as  time  and  severity  of  freezing  temperatures.  It  does 
seem  evident,  however,  that  lodgepole  pine  seed  crops,  like  fruit 
crops,  are  subject  to  injury  by  severe  freezing,  and  that  for  this 
reason  periodicity  can  be  no  more  regular  than  the  succession  of 
favorable  weather  conditions,  which  has  no  regularity  whatever 
except  as  limited  by  the  laws  of  chance.*  Forecasting  seed  crops  for 
the  pines,  it  is  believed,  can  be  leased  only  on  the  evidence  of  cones 
that  have  successfully  weathered  their  first  growing  season  and 
which  are  therefore  almost  certain  to  mature. 

Although  lodgepole  pine  in  the  middle  and  higher  mountain  eleva- 
tions has,  no  doubt,  become  inured  to  low  temperatures  during  the 
flowering  period,  still  there  is  reason,  from  the  evidence  here  pre- 
sented, for  believing  that  at  high  altitudes  and  latitudes  it  may  reach 
the  limit  of  effective  seed  production,  just  as  seed  production  of  the 
aspen  ceases  toward  but  well  within  the  upper  edge  of  its  vegetative 
zone.^ 

No  claim  is  made  that  these  data  completely  explain  the  sizes  of 
the  crops  produced,  for  it  is  self-evident  that  there  are  many  factors 
which  might  affect  productivity  after  the  flowers  were  past  the  frost- 
sensitive  stage.  But  since  with  favorable  climatic  conditions  lodge- 
pole pine  begins  to  produce  cones  at  an  early  age,  and  trees  of  all 
sizes  and  nearly  all  degrees  of  vigor  show  ability  to  produce  some 
seeds,  it  is  probable  that  temperature  has  a  more  direct  bearing  on 
productivity  for  a  given  forest  area  than  any  other  factor  or  group 
of  factors. 

COMPARATIVE  FECUNDITY  OF  LODGEPOLE  PINE 

While  this  bulletin  does  not  attempt  to  treat  the  seed  problems  of 
other  species,  it  is  important  for  a  thorough  consideration  of  the  prac- 
tical problems  of  lodgepole  pine  management  to  know  how  this 
species  compares  in  seed-producing  capacity  with  its  neighbors  of 
the  mountain  forest.  For  such  a  comparison,  records  for  the  other 
species  are  available  from  observations  conducted  in  the  same  manner 
as  those  for  lodgepole  pine,  and  for  almost  the  same  period. 


.^'^^^^^^^P\f^^  the   chances  are  only  3  in   100  that  four  successive   seasons  will  have 
temperatures  above  the  normal. 

5  This  statement  is  based  on  limited  observation,  and  may  not  represent  a  valid  com- 
parison because  seed  production  in  aspen  is  at  best  a  weak  and  nearly  disused  function. 


PRODUCTION   OF   LODGEPOLE   PINE   SEED  15 

These  observations,  when  tentatively  assembled,  show  that  the 
numbers  of  good  seeds  produced  by  western  yellow  pine,  Dougla? 
fir,  and  Engelmann  spruce  are  of  the  same  order  of  magnitude  a? 
the  numbers  for  lodgepole  pine,  although  only  one  area,  occupied  br 
Engelmann  spruce  on  the  Uncompahgre  Plateau,  in  Colorado,  has 
shown  as  high  an  average  production  as  the  Gunnison  lodgepole  pine 
area.  The  more  important  difference  seems  to  be  that  all  of  the  other 
species  are  a  little  more  liable  than  lodgepole  pine  to  complete  crop 
failures,  which  may  in  some  years  be  traced  to  unfavorable  weather 
conditions. 

This  seems  to  be  especially  true  of  Douglas  fir,  whose  pistillate 
flowers  appear  so  early  that  there  is  an  unusual  risk  of  encountering 
damaging  temperatures.  The  single  area  studied  for  this  species 
shows  five  complete  failures  and  two  almost  complete  failures  in  a 
period  of  10  years,  with  good  crops  in  1914,  1917,  and  1920,  and  an 
average  yearly  production  of  49,000  good  seeds. 

Engelmann  spruce  on  the  Uncompahgre  Plateau,  in  the  eight 
years  from  1914  to  1921,  inclusive,  produced  large  crops  in  1914, 
1917,  1918,  and  1920,  and  had  three  complete  failures,  the  average 
production  being  550,000  good  seeds  per  acre.  On  the  White  River 
^N'ational  Forest  the  production  per  acre  has  been  only  one-ninth  as 
great,  and  four  of  the  eight  years  have  yielded  failures  or  near 
failures.  The  three  best  years  correspond  to  those  for  the  Uncompah- 
gre area,  a  circumstance  which  suggests  the  influence  of  rather  gen- 
eral climatic  conditions. 

Western  yellow  pine  on  the  Harney  National  Forest  (Black  Hills 
region  of  South  Dakota)  has  produced  50,000  good  seeds  per  acre 
as  an  average  for  the  11  years  through  1922,  but  only  6,000  seeds  per 
acre  were  produced  on  the  Cochetopa  area  in  Colorado.  A  low- 
lying  area  in  the  Colorado  National  Forest  frequently  resorted  to  for 
seed  collecting  has  yielded  an  average  of  61,000  seeds  per  acre  in  the 
eight  years  since  1915,  but  this  average  is  obtained  entirely  from  the 
crops  of  1917  and  1920.  In  "  periodicity  "  the  relationship  is  close 
between  the  yield  in  the  Black  Hills  and  that  in  northern  Colorado, 
but  the  seed  yield  from  the  Cochetopa  Forest,  considerably  farther 
south,  does  not  correspond  to  that  in  the  other  areas  at  all.  This 
is  perhaps  due  to  the  fact  that  the  Cochetopa  area  is  at  a  high  eleva- 
tion for  western  yellow  pine. 

AMOUNT   AND   QUALITY   PRODUCED   BY   DIFFERENT   CROWN    CLASSES  ['_[ 

The  necessity  for  having  large,  full-crowned  trees  in  order  tbs 
obtain  good  seed  crops  is  apparently  less  with  lodgepole  pine  thans 
with  most  other  forest  trees.  Although  the  largest  and  most  vigq^^ 
ous  trees  are  the  best  seed  producers,  as  is  almost  inevitable,  the  belt'' 
of  productivity  is  wide,  and  good  seed  trees  are  to  be  found  iiL:tli)^ 
codominant  and  intermediate  classes.  The  whole  situation  is  ^stnt^ 
in  intelligible  terms  when  it  is  said  that  lodgepole  pine  is  a  "proliffc^ 
weed."  The  data  on  (his  subject,  as  presented  in  Table  5  andrFigure 
2,  have  an  evident  bearing  on  marking  policy  under  either  Br  shelter- 
wood  or  selection  system  of  cutting  lodgepole  pine.  -^t  ' 


16  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 


r 


0)0 


<0 


MEDICINE    BOW   (wBw) 


ll.. 

■  ^  ^ 

.  ■  .  _. 

MEDICINE    BOW   (old) 

.      1 

1 

11. 

^JL 


HEIGHT  AND  CROWM  CUASS 
GUNNISON  (new) 


1 

ll. 

1       ■    ^ 

GUNNISON    (PLO) 

• 

1 

1 

1 

ll 

ll 

1. 

1 

_b c^        .a      b      c.         ^a b_ 

HEIGHT  AND  CROWN. CLASS 


Figure  2. — Average  tree  production  of  good  seeds  for 
lodgepole  pine  trees  of  various  classes.  Under  each 
numbered  heiglit  class  (representing  dominants,  co- 
dominants,  intermediates,  oppressed,  and  suppressed) 
crown  classes  are  differentiated  by  letter — o  ^gnifying 
the  fullest  crowns 


Table  5. — Tenrj/ear  average  seed  and  cone  prodtiction  per  lodgepole  pine  tree,  hy 

tree  classes 


Average  weight  of  cones 
per  tree 

Average  weight  of  seed  per  tree 

Basis,  trees 

Tree  class 

Medicine 
Bow 

Gunnison 

Medicine  Bow 

Gimnison 

Medicine 
Bowl 

Gun- 

New 
,cones 

Old 
cones 

New 
cones 

Old 
cones 

New 
cones 

Old 
cones 

New 
cones 

Old 
cones 

New 

Old 

nison* 

1-a    

Lbs. 
1.745 
.859 
.429 
.751 
.602 
.166 
.293 
.320 
.041 
.319 
.042 
.020 
.036 
.007 
.000 

Lbs. 

10.  743 

2.504 

6.481 

4.884 

7.824 

1.731 

1.318 

1.210 

.187 

1.622 

.061 

.163 

.132 

.024 

.000 

Lbs. 

1.562 
.973 
.696 
.740 
.703 
.293 
.234 
.194 
.002 
.050 
.000 
.000 
.000 
.000 
.000 

Lbs. 

6.298 

3.183 

1.084 

6.119 

2.301 

2.090 

1.119 

.913 

.018 

32.100 

"'."126' 
.012 
.000 

0.001  lb. 
1.010 
.565 
.158 
.509 
.273 
.165 
.205 
.239 
.029 
.318 
.026 
.016 
.023 
.006 
.000 

0.001  lb. 
3.335 
.774 
2.407 
1.410 
2.246 
.243 
.215 
.229 
.029 
.052 
.023 
.031 
.080 
.000 
.000 

0.001  lb. 
1.262 
.838 
.543 
.632 
.537 
.214 
.145 
.214 
.003 
.039 
.000 
.000 
.000 
.000 
.000 

0.001  lb. 

4.449 

1.777 

.877 

3.940 

1.497 

.875 

.889 

.804 

.010 

3  1.891 

""."130' 
.030 

No. 

9 

9 

7 

10 

17 

10 

11 

17 

12 

9 

8 

6 

5 

6 

8 

No. 
9 
9 

11 
17 
9 
12 
18 
12 
9 
7 
7 
5 
6 
8 

No. 
37 

1-b. 

15 

l-C--_ 

7 

2-a 

26 

2-b 

15 

2-c     -        - 

11 

3-a 

14 

3-b 

9 

3-C-- 

6 

4-a-. 

4 

4-b 

2 

4-0 

0 

6-a 

1 

5-b 

4 

5-C-. 

0 

Total  or  average  *... 

.407 

2.922 

.765 

3.560 

.254 

.814 

.623 

2.381 

144 

145 

151 

1  Total  only  for  years  in  which  some  seed  of  the  given  group  (old  or  new)  was  produced  and  excluding 
1914  for  both  classes  of  Medicine  Bow  seed  when  the  tree  classes  were  lumped  together. 
'  Same  for  old  and  new  cones, 

3  Unusually  high  average,  due  almost  wholly  to  product  of  one  tree  of  1914  crop. 
*  Total  amounts  divided  by  total  number  of  sample  trees. 


PRODUCTION   OF  LODGEPOLE   PINE   SEED  17 

The  following  points  in  regard  to  Table  5  may  be  emphasized : 

Before  attempting  to  discuss  the  tree  averages  it  should  be  pointed 
out  that  even  these  10-year  averages  are  not  to  be  depended  upon  for 
precise  comparisons.  A  rough  approximation  from  the  original  data 
indicates  that  within  any  group  the  average  variation  of  individual 
trees  from  the  mean  for  all  trees  of  that  class  is  from  75  to  125 
per  cent  of  the  mean  production.  The  probable  error  in  the  average 
figure  where  the  largest  number  of  trees  is  involved  is  about  11  per 
cent,  and  where  there  are  only  a  few  trees  this  may  be  as  much  as 
45  per  cent.  Part  of  this  variation  may  be  connected  with  variations 
in  the  whole  crop.  These  data,  then,  are  only  sufficient  to  indicate 
the  tendencies  of  the  several  tree  classes. 

In  the  production  of  new  cones  on  the  Medicine  Bow  area  there 
is  a  distinct  tendency  toward  the  highest  production  in  the  tallest 
trees,  and  in  the  largest-crowned  trees  of  each  height  class,  even 
those  of  the  suppressed  group  showing  some  capacity  for  seed  pro- 
duction. The  apparent  exception  to  this  rule  is  in  the  superiority  of 
class  3-b  trees  over  those  of  class  3-a. 

No  consistent  relation  appears  between  the  actual  productivity 
of  the  groups  and  their  retention  of  cones  as  shown  by  the  size  of 
the  old  crops.  Rather  is  there  a  tendency  toward  larger  crops  of  re- 
tained cones  on  trees  of  medium  or  small  crown  development. 
This  fact  appears  to  support  the  supposition  that  at  the  end  of  the 
second  season  lodgepole  pine  cones  in  a  large  measure  are  not  ripe. 
That  this  should  be  more  markedly  true  with  small-crowned,  under- 
nourished trees  seems  strictly  logical. 

The  same  tendencies  are  even  more  clearly  and  regularly  shown 
in  the  Gunnison  crops,  except  that  here  the  oppressed,  suppressed, 
and  intermediate  small-crowned  trees  fail  much  more  markedly  to 
enter  into  seed  production.  A  closer  connection  between  productivity 
and  retention  of  cones  by  the  more  important  classes  is  apparent,  and 
this,  coupled  with  the  fact  that  the  Gunnison  stands  are  in  every 
sense  more  poorly  developed  than  those  on  the  Medicine  Bow,  be- 
speak the  soundness  of  the  idea  that  retention  is  due  to  immaturity. 

The  Gunnison  stands  contained  more  trees  to  the  acre  than  the 
Medicine  Bow  stands ;  yet  in  the  classification  of  the  trees  74  per  cent 
of  those  on  the  Gunnison  are  shown  as  dominant  or  codominant, 
whereas  in  the  Medicine  Bow  tallies  only  43  per  cent  of  the  trees  are 
placed  in  these  groups.  This  accounts  in  some  measure  for  the 
greater  production  per  acre  of  the  Gunnison  lodgepole  pine.  Being 
much  more  nearly  even-aged,  it  presents  an  even,  crowded  canopy 
and  equality  of  opportunity  for  a  large  number  of  trees.  But 
although  the  acre  production  on  the  Gunnison  is  4.4  times  as  great 
as  on  the  Medicine  Bow,  a  comparison  of  individual  trees — class  1-a 
for  example — ^yields  a  ratio  of  only  1.7  to  1;  or  for  class  2-a, 
1.9  to  1. 

It  is  not  amiss  to  point  out,  from  the  data  in  Table  5  and  Figure  2, 
the  strong  contrast  between  the  productivity  of  the  cones  from  the 
two  areas.    Reduced  to  a  bushel  basis : 

One  pound  of  Medicine  Bow  new  cones  produces  492  good  seeds. 
One  pound  of  Medicine  Bow  old  cones  produces  205  good  seeds. 
One  pound  of  Gunnison  new  cones  produces  806  good  seeds. 
One  i)Ound  of  Gunnison  old  cones  produces  617  good  seeds. 

110505°— 30 2 


18 


TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 


Part  of  the  difference  indicated  above  may  be  due  to  the  fact  that 
Medicine  Bow  cones  are  considerably  larger,  while  probably  having 


(1 

MEDICINE  BOW 

A 

1 

\ 

NEW  CONES.  6I.0%1        FINAL 

OLD  CONES, 58.0%JGERMINATI0N 

f\ 

:  \ 

v.. 

/ 

■  ^ 

-  - 

---.^ 

f 


MEDICINE  BOW 

B 


l-a  NEW  CONES  53.4%1   HNAL. 

>GERMI- 

NATION 


! 

GUNNISON 

D 

ft 

l-a  NEW  CONES.  7I.4-%1    FINAL 

l-a  OLD  C0NES.6I.6%[>  GERM  I - 

— --2-b  OLD  C0NES,7a4%J  NATION 

1 

1       ' 

1 

/ 

l^ 

1 

V. 

==:i=i£ 

-.-.r- 

=^ 

— ziiii. 

0    10   20   30   40   50   60   70   80  0    10   20   30   40   50   60   70   SO 

DAYS   FROM   SOWING 

Figure  3. — Daily  germination  rates  of  lodgepole  pine  in  percentage  of  seeds  sown 
from,  new  and  old  cones:  A  and  C,  average  of  all  lots;  B  and  D,  average  of 
selected  lots 

no  greater  number  of  seed-bearing  scales.     Vegetative  development 
on  the  Medicine  Bow,  at  least,  is  not  hindered,  and  it  is  thought  a 


5"° 


kl 


K  20 

I" 


ME 

.DICIN 

E   BOV 

V 

r^. 

_^ 

^ 

-"" 

/ 

.'''' 

/ 

/ 

/  ' 

-  NEV 
-  OLD 

^  CONE 
CONE 

:s  6I.C 

S   59.6 

% 
7. 

/  / 
// 

" 

-=d 

/ 

GUNN 

ISON 

^ 

^ 

..... 

'* 

/ 

y 

,»'''' 

f 

/  i 
1 

! 
I 
It 

—  NEV 

—  OLD 

V  CON 
CONE 

IS  73. 
.3    65. 

37, 
2% 

1 

J 

1 

30  AQ  50 

DAYS 


70         80    0 


ZQ  30         -40  50  60 

DAVS 


Figure  4. — Total  germination  of  new  and  old  lodgepole  pine  seed  in  percentage  of 
seed  sown,  Medicine  Bow  and  Gunnison 

great  part  of  the  difference  must,  then,  be  due  to  failure  of  pollina- 
tion of  the  cones. 

The  superior  vigor  of  the  Gunnison  seed  has  already  been  pointed 
out.  Data  on  the  germination  of  the  seed  of  each  tree  class  are  given 
in  Table  6,  while  in  Figures  3  and  4  are  shown  the  daily  germination 
rates  of  a  few  lots  selected  for  high  or  low  vigor. 


PRODUCTION  OF  LODGEPOLE  PIKE  SEED 


19 


Table  6. — Summary  of  germitmtion  tests  of  lodgepole  pine  seed  dy  tree  classes 
for  10  years  tvithout  reference  to  sizes  of  crops  represented 


Medicine  Bow  seed  from— 

Gunnison  seed  from— 

Tree  class 

New  cones 

Old  cones 

New  cones 

Old  cones 

Tested 

Germinated 

Tested 

Germinated 

Tested 

Germinated 

Tested 

Germinated 

l-a 

No. 

4,217 

3,085 

1,237 

3,504 

2,898 

1,779 

1,771 

3,069 

489 

1,702 

252 

131 

142 

38 

No. 

2,252 

1,756 

798 

2,203 

1.594 

1,164 

953 

2,092 

335 

1,354 

158 

84 

66 

23 

P.ct. 

53.4 
56.9 
64.5 
62.9 
55.0 
65.4 
53.8 
68.2 
68.5 
79.6 
62.7 
64.1 
46.5 
60.5 

No. 

2,711 

1,573 

1,604 

2,825 

3,368 

500 

1,500 

2,190 

391 

571 

273 

36."^ 

455 

No-. 

1,281 

916 

1,027 

1,714 

2,122 

260 

727 

1,333 

303 

346 

148 

118 

330 

P.ct. 

47.3 
58.2 
64.0 
60.7 
63.0 
52.0 
48.5 
60.9 
77.5 
60.6 
54.2 
32.3 
72.5 

No. 
4,535 
2,925 
2,000 
3,964 
3,592 
1,074 
1,553 
1,314 

No' 
3,237 
1,960 
1,538 
3,045 
2,577 

849 
1,112 

967 

P.ct. 

71.4 
67.0 
76.9 
76.8 
71.7 
79.1 
71.6 
73.6 

No. 
5,000 
4,303 
2,731 
4,  561 
4,681 
2,457 
3,493 
1,724 
17 
847 

No. 
3,079 
2,857 
1,807 
3,171 
3,294 
1,566 
2,379 

751 
11 

471 

P.ct. 
61.6 

1-b 

66.4 

1-c 

66.2 

2-a. 

69.5 

2-b 

70.4 

2-c 

63.7 

3-a 

68.1 

3-b 

43.6 

3-c 

64,7 

4r-a         -        .      . 

178 

138 

77.5 

55.6 

4-b 

4-c 

5-a 

281 
183 

199 
142 

70.8 

5-b 

77.6 

6-c 



Total  or  average- 

24,  314 

14, 832 

61.0 

18, 326 

10,  625 

58.0 

21, 135 

15,423 

73.0 

30,  278 

19,  727 

65.2 

Table  6  indicates  some  tendency  toward  low  germination  in  the 
tree  classes  which  produce  the  largest  quantities  of  seed,  and  vice 
versa.  There  is  no  doubt  that  some  of  the  differences  between  the 
tree  classes  represent  real  differences  in  quality,  but  in  view  of  their 
irregular  distribution  it  seems  futile  to  attempt  an  explanation. 
Part  of  the  irregularity  in  values  may  without  doubt  be  ascribed  to 
the  inevitable  differences  in  handling  large  and  small  lots  of  cones. 
In  Figure  3,  in  which  rates  of  germination  of  a  good  and  poor  lot 
of  Medicine  Bow  seed  are  compared,  no  essential  difference  appears 
in  the  character  of  the  two  germination  curves.  The  good  seed  is 
better  at  all  stages. 

On  the  other  hand,  for  both  areas,  the  new  seed  not  only  has 
appreciably  higher  final  germination  value  but  also  is  ahead  of 
that  from  old  cones  in  the  early  part  of  the  germinating  period  and 
has  fewer  stragglers  coming  on  later. 

This  superiority  of  new  seed  both  in  vigor  and  final  germination 
will  appear  inconsistent  with  the  theory  that  the  cones  and  seeds 
are  not  wholly  mature  at  the  end  of  their  second  year  of  growth.  If 
this  theory  were  correct,  the  seeds  should  show  better  vigor  a  year 
or  two  after  their  theoretical  maturity.  But  it  should  be  borne  in 
mind  that  the  average  retention  period  of  the  old  cones  is  about 
three  years  and  that  the  lots  as  treated  include  cones  from  1  to  pos- 
sibly 20  years  old,  of  which  the  oldest  are  on  the  point  of  decay.  As 
brought  out  by  Clements  (5),  the  very  old  cones  sometimes  contain 
only  one  or  two  seeds  which  have  not  decayed,  so  it  is  reasonable  to 
suppose  that  those  remaining  are  far  past  their  prime  of  vigor. 

In  Figures  3  and  4  the  great  contrast  in  germinative  vigor  be- 
tween the  Medicine  Bow  and  Gunnison  seeds  is  readily  apparent, 
and  this  is  important  because  of  its  possible  bearing  on  the  adapta- 
bility of  seeds  grown  in  one  region  for  use  in  another  locality  where 
different  climatic  conditions  call  for  a  different,  kind  of  response. 


20         TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTUEE 

SEED  COLLECTING  AND  EXTRACTING 
CONE  COLLECTING 

Seed  collecting  should  be  concentrated  in  the  years  when  the  best 
crops  are  produced.  Fortunately,  as  with  all  the  pines,  the  evidence 
necessary  to  predict  the  approximate  size  of  the  crop  is  available  a 
year  in  advance,  and  preparations  may  be  made  accordingly.  How- 
ever, none  of  the  facts  at  present  available  argue  for  the  concentra- 
tion of  seed-collecting  and  extracting  operations  in  any  one  locality. 
The  tendency  of  all  plants  to  adapt  themselves  to  the  requirements 
of  a  given  locality  is  ample  evidence  of  the  desirability  of  collecting 
seed  as  near  as  possible  to  the  point  w^here  it  will  be  used.  When 
the  Forest  Service  first  faced  the  problems  of  lodgepole  pine  seed 
collecting,  two  arguments — the  probability  of  a  very  large  demand 
for  seed  and  the  apparent  mechanical  difficulties  involved  in  extrac- 
tion— led  to  the  concentration  of  the  work  in  two  kilns  of  larjre 
capacity  at  Fraser  and  Foxpark.  To-day  it  is  clear  that  neither  of 
these  arguments  has  weight.  In  spite  of  the  fact  that  it  is  entirely 
feasible  to  keep  lodgepole  pine  seed  in  good  condition  for  several 
years,  a  number  of  facts  argue  against  the  plan  of  large  collecting 
and  extracting  operations. 

Since  a  good  seed  year  in  one  locality  may  coincide  with  failure 
in  others,  small  plants  in  the  various  localities  will  prove  more 
adaptable  to  seed  supply.  The  number  of  settlers  who  can  be 
depended  upon  as  cone  pickers  is  usually  quite  limited  in  the  moun- 
tain localities,  and  the  difficulty  of  securing  cones  increases  with  the 
number  demanded ;  therefore  a  small  quantity  can  probably  be  gath- 
ered at  a  lower  cost  per  bushel  than  a  large  quantity.  The  proved 
simplicity  of  the  extracting  operation  presents  an  argument  for 
simple,  inexpensive  equipment  and  relatively  small-scale  operations 
such  as  can  be  conducted  locally  by  a  permanent,  nontechnical  force. 

As  has  been  stated  in  describing  the  seed-production  experiments, 
picking  cones  from  standing  lodgepole  pine  trees  is  not  feasible. 
The  other  methods  are  to  pick  cones  from  trees  felled  for  timber  and 
to  take  cones  from  squirrel  hoards.  The  feasibility  of  picking  the 
cones  from  felled  trees  depends  entirely  on  cutting  operations  prop- 
erly located  and  timed  and  the  rate  at  which  cutting  proceeds,  since 
the  period  when  the  cones  may  be  gathered  advantageously  usually 
lasts  only  a  few  weeks. 

The  pine  squirrel,  common  in  nearly  all  lodgepole  pine  forests, 
begins  cutting  the  current  season's  cones  by  September  1,  or  even 
slightly  earlier.  One  of  the  great  advantages  in  collecting  cones 
which  the  squirrels  have  cut  and  hoarded  arises  from  the  infallible 
judgment  of  the  squirrels  in  selecting  the  cones  with  the  most  and 
best  seeds  in  them.  It  is  worthy  of  note  that  sound,  old  cones  are 
always  collected  to  some  extent  with  the  new  cones.  Some  of  these 
cones  are  buried,  singly,  beneath  or  near  the  parent  tree,  and  are 
lightly  covered  with  dry-needle  litter.  This  appears  to  be  done 
mainly  at  the  beginning  of  the  season,  and  may  be  a  provision  for 
causing  the  cones  to  ripen.  In  hollow  logs  and  other  shelters,  and 
also  in  spots  where  large  piles  of  cone  fragments  have  accumulated, 
caches  of  considerable  size  are  made.  Possibly  the  average  volume 
placed  in  one  spot  is  as  much  as  a  peck.  Caches  yielding  a  bushel 
or  more  are  frequently  reported  by  collectors. 


PRODUCTION"   OF  LODGEPOLE  PINE   SEED  21 

Although  the  number  and  sizes  of  such  hoards  are  variable,  good 
collecting  conditions  will  permit  the  experienced  individual  to  col- 
lect from  5  to  10  bushels  per  day,  and  since  whole  families  may 
carry  on  the  work,  under  such  conditions,  the  work  yields  very 
good  wages.  The  price  paid  by  the  Forest  Service  in  the  past  has 
probably  averaged  at  least  75  cents  a  bushel,  and  no  doubt  to  get  the 
same  results  to-day  it  would  be  necessary  to  pay  a  dollar.  Since  the 
average  yield  is  only  about  one-third  of  a  pound  of  seed  per  bushel 
of  cones,  the  cost  of  the  seed  is  necessarily  high,  even  if  the  extract- 
ing is  done  inexpensively. 

CONE  STORAGE 

Squirrels  often  store  the  cones  where  they  will  remain  moist  or 
wet  and  yet  cool  enough  to  tend  to  discourage  molding  and  decay. 
The  purpose  of  the  squirrels  is  plainly  to  keep  the  cones  from  drying 
and  opening  before  the  seeds  are  needed  as  food.  For  the  forester's 
purpose  the  cones  should  be  stored  where  as  many  cones  as  possible 
can  be  opened  by  sun  and  air  drying,  thus  simplifying  the  work  that 
must  be  done  by  artificial  heat.  It  is  important,  since  a  portion  of 
the  cones  open  promptly  and  fully,  that  the  bin  or  crib  used  for 
their  temporary  storage  should  have  a  smooth,  tight  floor.  If 
storage  continues  well  into  the  winter,  a  considerable  part  of  the 
seed  crop  may  be  collected  from  the  floor  of  the  bin.  On  the  whole, 
a  tight  bin  seems  preferable  to  an  open  one  of  the  corncrib  type, 
provided  only  that  it  is  well  ventilated  by  screened  openings  above 
the  cone  piles.  The  cones  dry  very  little  within  the  large  pile, 
under  any  circumstances,  and  m  the  open  crib  the  loss  due  to  mice 
and  other  rodents  may  more  than  balance  the  gain  through  drying. 
If  the  cones  are  no  more  than  ordinarily  moist  in  the  caches,  little 
danger  of  molding  or  heating  in  the  bins  need  be  apprehended. 

SEED  EXTRACTING 

As  a  result  of  the  early  experiments  in  the  extraction  of  lodgepole 
pine  seed,  the  difficulty  of  opening  the  cones  quickly  and  cheaply 
seemed  almost  insurmountable.  Following  the  suggestions  of 
Clements's  small-scale  experiments  (5),  many  different  treatments 
of  cones  were  attempted,  two  of  which  seem  worthy  of  mention, 
namely,  roasting  over  a  flame  and  superficial  leaching  with  hot  lye 
water  to  remove  the  resinous  coat.  The  former  proved  not  wholly 
impracticable  in  opening  the  cones  promptly,  but  too  dangerous  to 
be  employed  where  less  drastic  measures  were  possible.  The  lye 
treatment  was  found  to  have  no  accelerating  effect  in  ordinary  prac- 
tice, any  water  treatment  merely  requiring  additional  drying  to  be 
done,  but  gave  promise  of  effectiveness  with  badly  casehardened 
cones. 

The  detailed  description  to  follow  is  confined  to  those  tests  which 
have  given  the  most  fundamental  facts  and  at  the  same  time  have 
pointed  out  the  reasons  for  earlier  failures.  The  two  most  important 
tests  in  drying  cones  and  extracting  seed  were  made  at  the  Fremont 
field  station,  beginning  in  1912  and  1914,  respectively.  In  addition, 
numerous  poorly  controlled  experiments  in  conjunction  with,  and 
as  processes  in,  the  development  of  the  Fraser  and  Foxpark  seed 
plants  will  be  referred  to  incidentally. 


22         TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTUEE 


THE  EXPERIMENTAL  KILNS 


Although  the  kilns  used  for  the  artificial  drying  of  cones  at  the 
Fremont  station  were  exceedingly  simple  in  plan,  the  principle  in- 
volved is  of  such  importance  with  respect  to  both  present  results 
and  future  operations  along  this  line  that  a  close  study  of  the  details 
is  desirable. 

The  earliest  experience  with  lod^epole  pine  cones  dried  on 
shelves  placed  around  the  walls  of  a  tight  room  with  a  stove  in  the 
center  indicated  that  more  was  required  to  open  the  cones  than 
merely  a  warm  atmosphere. 

In  the  large,  mechanically  operated  extracting  plant  built  at  Fox- 
park,  Wyo.,  in  1911,  it  had  been  found  that  to  make  high  tempera- 
tures effective  for  large  masses  of  cones,  even  when  these  were  being 
constantly  churned  and  exposed  in  a  revolving  drum,  rapid  air 
circulation  was  necessary.  However,  in  treating  a  large  mass  of 
cones  with  forced  circulation  of  the  air,  the  difficulty  lies  in  the  fact 
that  the  first  cones  to  be  reached  by  the  hot-air  blast  extract  so  much 
heat  from  it  that  cones  farther  away  receive  only  a  tempered  and 
moistened  air  current.  In  short,  the  drying  process  requires  not 
merely  temperature,  but  a  supply  of  dry  air  brought  rapidly  to  the 
surface  of  each  cone  where  evaporation  is  taking  place. 

The  experimental  kiln  first  constructed  Avas  built  almost  entirely 
of  matched  flooring.  A  hollow  column  about  18  inches  square  and 
4  feet  high,  with  a  smaller  column  topping  it,  was  designed  to  serve 
as  a  flue  to  conduct  the  hot  air  upward,  without  artificial  aid  in 
circulation. 

'  The  air,  which  had  been  heated  in  a  horizontal  iron  duct  placed 
over  a  gasoline  stove,  was  introduced  through  the  side  wall  at  the 
bottom  of  the  column.  In  rising  through  the  space  within  the  walls 
the  hot  air  encountered  only  the  resistance  of  thin  layers  of  cones 
placed  on  four  trays  of  the  same  dimensions  as  the  interior  of  the 
kiln.  These  consisted  of  frames  2  inches  high,  with  bottoms  of 
one-fourth-inch  hardware  cloth,  placed  one  above  the  other. 

About  one-third  of  a  bushel  of  cones  could  be  placed  on  these  four 
trays  without  having  more  than  one  full  layer  on  each,  so  that  the 
circulating  air  would  inevitably  come  in  contact  with  the  surface  of 
each  cone.  The  amount  of  air  which  could  pass  through  the  first 
tray  of  cones  would  pass  through  the  second,  third,  and  fourth  lay- 
ers with  little  additional  friction,  whereas  if  the  entire  mass  of  cones 
were  placed  on  one  tray  the  openings  between  cones  of  the  first 
layer  would  be  almost  completely  closed  by  other  cones  which  would 
wedge  themselves  in.  Likewise,  the  small  flue  above  the  cones  of- 
fered no  undue  friction,  having  a  capacity  fully  as  great  as  the 
aggregate  of  openings  between  the  cones. 

In  this  flue  a  small  anemometer  was  placed,  to  indicate  the  rate 
and  volume  of  air  movement.  To  aid  in  controlling  the  tempera- 
tures in  the  kiln,  two  thermometers  were  inserted  through  its  walls 
below  the  cones,  giving  the  temperature  of  the  incoming  air.  Two 
additional  thermometers  were  similarly  inserted  in  the  space  above 
the  trays,  to  indicate  the  temperature  of  the  air  after  passing 
through  the  four  layers  of  cones.  With  the  data  thus  obtained  and 
the  known  specific  heat  of  air,  it  was  possible  to  compute  the  quan- 
tity of  heat  consumed  in  the  process  of  drying  the  cones. 


PRODUCTION"   OF  LODGEPOLE  PINE   SEED  23 

The  first  really  quick  and  effective  drying  was  attained  with  this 
kiln,  and  was  evidently  obtained  solely  by  the  circulation  through 
the  cones  of  an  enormous  volume  of  air  in  comparison  with  the  vol- 
ume of  the  cones  themselves.  During  an  effective  drying  process 
some  10,000  to  15,000  cubic  feet  of  air  passed  through  the  kiln  to 
dry  one-third  of  a  bushel  of  cones. 

In  this  first  kiln  radiation  was  found  to  comprise  such  a  large 
part  of  the  total  heat  loss  and  its  value  depended  so  much  on  outside 
temperatures  and  other  variables  that  it  seemed  questionable  whether 
the  calorimetric  computations  for  drying  in  this  kiln  could  have 
much  value. 

Accordingly,  and  with  enlarged  capacity  as  a  distinct  need,  a 
second  kiln  was  constructed  in  1914  of  galvanized  iron  throughout, 
entirely  covered  with  one  layer  of  i/4-inch  sheet  asbestos.  (PL  2,  A.) 
This  kiln  was  2  feet  square,  about  100  inches  in  total  height,  and 
accommodated  six  trays  resting  loosely  on  cleats,  on  which  a  bushel 
of  cones  could  readily  be  placed.  Four  thermometers  were  placed 
below  the  cones  and  four  above,  w^hile  three  were  hung  in  the  room 
as  a  basis  for  computing  the  radiation  factor.  A  perforated  metal 
diaphragm  below  the  trays  assisted  in  an  even  distribution  of  the 
entering  hot  air,  and  a  similar  diaphragm  above  the  trays  prevented 
the  formation  of  especially  strong  currents  in  anjr  sector.  Although 
much  more  air  and  heat  were  used,  the  radiation  loss  was  little 
greater  than  in  the  first  kiln,  and  hence  a  smaller  factor  in  the  total 
heat  loss. 

In  the  first  kiln  the  trays  were  usually  removed  and  shaken  at  the 
end  of  each  hour  to  extract  the  seeds  as  rapidly  as  they  loosened. 
This  allowed  considerable  cooling.  In  the  later  metal  kiln  the  trays 
were  shaken  without  being  removed,  the  seeds  falling  to  the  bottom, 
which  was  built  in  the  form  of  a  funnel  below  the  level  of  the  enter- 
ing air  current.  The  seeds  might  be  removed  from  the  bottom  of  the 
funnel  at  any  time ;  but  as  the  space  remained  fairly  cool,  this  was 
seldom  done  until  the  extraction  was  completed. 

The  essentials  of  the  experimental  kiln,  which  experience  indicates 
as  the  essentials  of  any  extracting  kiln,  are  therefore  as  follows  (see 
also  appendix)  : 

A  steady  supply  of  hot  air. 

Natural  circulation  of  the  hot  air,  which  will  rise  readily  through 
successive  layers  of  cones  if  the  kiln  has  the  characteristics  of  a  flue. 

The  cones  in  a  single  layer  on  each  tray.  The  several  trays  should 
be  frequently  changed  in  position,  since  the  lowest  one  always  receives 
the  most  heat.  In  a  continuous  operation  the  loaded  trays  should 
be  constantly  moved  downward,  receiving  the  most  severe  treatment 
only  after  most  of  the  moisture  is  extracted. 

ifrequent  shaking  of  the  trays,  the  loose  seeds  falling  to  an  un- 
heated  floor  or  receptacle. 

Adequate  insulation,  so  that  the  heat  is  available  for  evaporation 
and  is  not  wasted  in  radiation.  This  is  hardly  more  important  where 
calorimetric  measurements  are  being  made  than  where  large  opera- 
tions demand  strict  economy. 


24         TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTUEE 
THE  1912  OR  ARAPAHO  TESTS 

The  Fraser  River  Basin  from  which  the  Arapaho  cones  came  is 
almost  wholly  granitic  in  its  soil  and  rock.  Hence,  it  is  safe  to  say 
that  the  cones  have  to  some  extent  the  qualities  of  the  siliceous-soil 
form  of  lodgepole  pine.  However,  the  granitic  soil  is  by  no  means 
a  poor  soil.  It  has  great  depth,  excellent  moisture-holding  prop- 
erties, and  undoubted  fertilitv.  Its  chemical  reaction  is  strongly 
acid  (pH  4.5  to  5.2).  The  region  is  well  watered,  and  the  conditions 
favoring  growth  are  not  excelled  anywhere  in  the  lodgepole  pine 
zone  of  Colorado  and  Wyoming.  The  stands  are  usually  dense  and 
well  developed. 

The  1912  tests  involved  air  drying  as  well  as  kiln  drying  of  the 
cones.  Fifteen  bushels  of  cones,  probably  very  largely  from  squirrel 
hoards,  gathered  in  the  fall  of  1912  for  the  Fraser  seed  plant,  were 
shipped  in  December  of  that  year  to  the  experiment  station.  The 
lot  included  about  10  per  cent  of  old  cones,  the  usual  proportion 
found  in  collections  from  squirrel  hoards.  As  the  cones  had  been 
stored  in  bins  at  Fraser  from  6  to  12  weeks  and  were  shipped  in 
ordinary  sacks,  considerable  slow  drying  preceded  their  first  weigh- 
ing. However,  this  had  not  proceeded  to  a  point  to  permit  any 
seed  loss. 

At  Fremont  the  cones  were  first  thoroughly  mixed  and  then  di- 
vided into  15  equal  lots  of  35  pounds,  or  approximately  a  bushel, 
each.  The  15  lots  in  ordinary  burlap  sacks  were  placed  in  a  large, 
loosely  constructed  and  loosely  covered  but  mouse-proof  box,  which 
was  set  on  posts  in  such  a  manner  as  to  permit  free  air  circulation 
on  all  sides.  Until  October,  1913,  no  provision  was  made  to  exclude 
rain  and  snow  completely,  and  thus,  after  a  few  months  of  consistent 
moisture  loss,  the  cones  during  the  rainy  period  gained  in  weight. 

The  weight  of  each  sack  was  obtained  at  monthly  intervals,  and 
each  month  a  sack  weighing  very  close  to  the  average  weight  for  all 
was  taken  for  the  kiln  extracting  test.  The  bushel  of  cones  treated 
in  each  of  the  15  tests  from  December  19,  1912,  to  April  18,  1914, 
known  as  tests  1  to  15,  was  divided  into  three  lots  of  equal  volume. 
One  of  these  lots  (A)  was  treated  at  approximately  110°  F.,  a  second 
(B)  at  140°,  and  the  third  (C)  at  170°.  The  seed  was  thoroughly 
shaken  from  all  open  cones  before  the  division  was  made  and  was 
cleaned  and  germinated  as  lot  D  for  the  current  test. 

Although  these  15  extracting  operations,  made  at  various  stages 
in  the  air  drying  of  the  cones,  are  not  of  the  greatest  value,  they 
point  the  way  to  certain  rather  definite  conclusions,  and  for  this 
reason  the  data  will  be  presented  in  part  as  corroborative  evidence. 

THE  1914  TESTS 

With  the  expectation  of  eliminating  all  factors  which  had  ma- 
terially detracted  from  the  results  of  the  earlier  tests,  a  new  set  of 
experiments  was  begun  with  the  crop  of  1914.  Cones  were  obtained 
from  two  widely  separated  localities  representing  different  soil,  cli- 
matic, and  growth  types.  These  localities,  Gunnison  and  Medicine 
Bow,  are  the  same  as  those  represented  in  the  seed-production  study, 
save  that  for  the  Gunnison  locality  a  limestone  soil  type  was  chosen 
in  order  to  test  certain  theories  regarding  the  relative  quality  of 
lodgepole  pine  grown  on  a  neutral  or  alkaline  soil. 


Tech.  Bui.  191.  U.  S.  Dept.  of  Agriculture 


Plate  2 


'^pr"— - 


Tech.  Bui.  191.  U.  S.  Dept.  of  Agriculture 


Plate  3 


F722A      2191  lA      11923A 


A,  A  desirable  form  of  a  cone-storage  and  drying  shed,  with  ventilation  between  the  4-foot  bins, 
Foxpark,  Wyo.;  B,  beds  in  which  field  tests  of  lodgepole  seeds  were  made  at  the  source,  in 
1914,  Leadville  National  Forest;  C,  the  set  of  beds  in  which  spring  and  summer  field  tests  were 
made  at  Fremont  in  1912.    In  the  left  foreground  the  wire  cover  has  been  removed 


PRODUCTION    OF   LODGEPOLE    PINE    SEED  25 

The  Medicine  Bow  cones  were  from  a  siliceous  soil  of  gneiss  origin, 
composed  of  particles  of  all  sizes  from  large  pebbles  to  the  finest 
clay,  and  chemically  slightly  acid  (pH  5.8  to  6.3).  The  cones  were 
obtained  from  squirrel  caches  in  a  stand  about  200  years  old,  were 
uniformly  of  good  size  and  normal  development,  and  were  almost 
entirely  of  the  1914  crop. 

The  Gunnison  cones  were  from  a  limestone  site.  Limestone  sites 
on  the  Gunnison,  in  general,  bear  much  lighter  stands  of  lodgepole 
pine  than  the  granitic  sites.  As  a  consequence,  the  trees  are  larger 
crowned  and  would  ordinarily  be  considered  good  seed  bearers.  On 
account  of  the  physiological  dryness  of  a  limestone  soil,  however,  it 
appears  probable  that  seed  production  is  limited  in  these  trees  just 
as  it  is  limited  by  the  competition  for  moisture  in  denser  stands. 
The  limestone  conditions,  perhaps  because  conducive  to  occasional 
excessive  droughts,  are  more  likely  to  produce  a  quantity  of  sub- 
normal or  underdeveloped  cones. 

The  20  bushels  of  cones  from  each  of  the  two  localities  just 
described  were  collected  and  shipped  in  oiled  sacks  designed  to  pro- 
tect them  from  drying  and  were  weighed  at  the  Fremont  laboratory 
with  a  minimum  of  delay.  The  Medicine  Bow  cones  were  unques- 
tionably almost  as  fresh  as  when  picked.  The  Gunnison  cones, 
although  received  only  nine  days  later,  had  been  collected  during  a 
much  longer  period  and  had  dried  considerably.  The  difference  in 
weights,  amounting  to  5  pounds  per  bushel,  is  partly  due  to  the 
delay  in  shipping,  but  may  also  be  partly  a  result  of  growth  on  a 
limestone  soil  and  of  other  factors  peculiar  to  growing  conditions 
on  the  Gunnison. 

Each  of  these  cone  collections  was  divided  into  five  equal  parts  for 
tests  at  3-month  intervals.  The  4-bushel  lots  to  be  extracted  im- 
mediately were  divided  each  into  four  parts  and  kept  in  the  oiled 
sacks  until  the  extractions  were  made.  The  other  4-bushel  lots  were 
placed  in  trays  for  storage.  Each  tray  measured  2  by  5  feet  and 
was  8  inches  deep,  the  sides  being  of  boards,  the  bottom  of  hardware 
cloth  and  muslin,  and  the  top  open.  Four  bushels  of  cones  filled  one 
such  tray  to  a  depth  of  about  6  inches.  The  trays  were  placed  in 
tiers  in  a  small  shed,  with  a  space  of  4  inches  between.  The  south 
side  of  the  shed  was  closed  by  a  screen,  so  that  there  was  at  all  times 
opportunity  for  moderate  air  circulation.  (PI.  2,  B.)  A  canvas 
hanging  several  inches  outside  the  screen  cut  off  direct  insolation  and 
excluded  rain  and  snow.  The  conditions  of  storage  were  largely 
such  as  might  be  duplicated  in  a  drying  shed  of  any  capacity. 

Of  the  Medicine  Bow  cones  there  were,  unfortunately,  not  quite 
16  bushels  available  for  storage.  The  lots  extracted  at  quarterly 
intervals,  therefore,  were  only  0.9062  bushel  each,  and  to  make  all 
tests  comparable  it  was  necessary  to  correct  the  actual  data  of  extrac- 
tion in  this  proportion. 

The  Medicine  Bow  cones  were  weighed  a  second  time  when  the 
Gunnison  cones  were  placed  in  storage.  The  third  complete  weigh- 
ing and  second  extraction  occurred  55  days  after  storage ;  the  fourth, 
161  days  (March) ;  the  fifth,  252  days  (June) ;  and  the  last,  425 
days,  or  one  year  after  the  second  extraction. 


26         TECHNIOALr  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 

THE  LOSS  OF  WATER  BY  CONES 

Since  the  opening  of  cones  and  yielding  up  of  the  seed  is  now 
thought  of  as  a  process  dependent  upon  drying,  it  is  well  to  consider 
first  just  what  happens  in  drying  and  what  quantities  are  involved. 

LOSS  IN  AIR  DRYING 

The  monthly  weighings  of  the  1912  crop  of  Arapaho  cones  should 
give  a  veiy  good  idea  of  the  rate  of  drying  at  different  stages  and 
different  times  of  the  year  were  it  not  for  the  fact,  as  already  stated, 
that  these  cones  w^ere  not  wholly  protected  from  wetting  by  storms. 
Hence  it  is  found  that  for  the  iDeriod  from  March  to  October,  1913, 
there  was  no  general  loss  of  weight,  and  the  drying  which  occurred 
after  the  latter  date  is  simply  a  delayed  process  which  should  have 
occurred  during  the  spring  and  summer  months.     In  addition  it 


0" 

50 

100 

150 

200                250 

300 

350 

AOO 

450 

e:pt29 

NOV  16 

JAN  7 

FfLQ  26 

APR   n           JUNt  6 

JULY  26 

SEIPT  14 

NOV  3 

DEC.  23 

1914 

1915 

STORAGE  DAYS 

Figure  5. — Moisture  content  of  air-dried  lod2;epole  pine  cones  after  being  stored  a 
specified  number  of  days.  Some  drying  occurred  of  Gunnison  cones  before  first 
weighing  and  considerable  drying  of  Arapaho  cones 

should  be  recalled  that  the  cones  had  dried  considerably  before  the 
first  weighing. 

The  weighmgs  of  the  two  crops  of  1914,  while  not  so  numerous, 
give  clear  and  concrete  results.  The  Gunnison  cones  were  already 
partly  dried  and  the  Medicine  Boav  cones  had  lost  a  large  amount 
of  water  before  the  Gunnison  cones  were  placed  in  storage.  It 
therefore  seems  best  to  consider  both  collections  as  having  started 
drying  at  the  same  time. 

The  amount  and  rate  of  air  drying  of  the  three  cone  crops  are 
shown  in  Figure  5.  In  computing  moisture  losses  it  is  necessary 
to  assume  that  different  lots  of  the  same  cone  crop  started  with  equal 
amounts  of  moisture  and  to  compute  from  that  a  basic  weight  for 


PRODUCTION-   OF   LODGEPOLE   PINE   SEED  27 

each  lot  of  cones.  As  none  of  these  have  been  desiccated  to  absolute 
dryness,  a  weight  slightly  below  that  reached  by  drying  at  170°  F. 
is  taken,  namely,  about  24  pounds  for  Medicine  Bow  cones  and  25 
pounds  for  Gunnison  cones.  Since  these  weights  do  not  include  the 
seed  extracted,  equal  allowance  is  made  for  the  weight  of  this  seed 
At  all  stages. 

It  is  seen  that  Medicine  Bow  cones,  starting  from  a  very  green 
state,  lost  about  63  per  cent  of  moisture  in  a  period  of  14  months. 
One-third  of  this  amount,  or  21  per  cent,  was  lost  in  the  first  9  days 
and  30  per  cent,  or  almost  one-half  in  the  first  month,  despite  the 
fact  that  this  initial  drying  occurred  in  rather  cool  fall  weather. 
Drying  continues  at  a  gradually  decreasing  but  still  important  rate 
to  the  end  of  the  14-month  period. 

With  the  Gunnison  cones  from  a  limestone  soil  the  initial  drying 
was  also  rapid  but  not  so  long  continued.  From  March  to  June  the 
drying  was  very  slow,  but  during  the  summer  months  increased 
slightly.  The  shape  of  the  curve  indicates  that  in  a  perfectly  fresh 
state  these  cones  may  have  held  almost  as  much  moisture  as  the 
Medicine  Bow  lot.  The  fact  that  drying  ceases  sooner,  however, 
indicates  that  the  limestone  cones  have  a  stronger  attraction  for 
water,  which  is  held  within  the  cells  and  imbibed  in  the  ligneous 
material. 

Of  the  drying  of  the  Arapaho  cones  little  need  be  said  except  that 
under  similar  conditions  they  would  obviously  have  dried  as  rapidly, 
and  to  as  low  a  final  point,  as  the  cones  from  Medicine  Bow. 

No  record  was  made  of  the  amount  of  opening  of  cones  at  each 
weighing.  The  different  behavior  of  the  Medicine  Bow  cones  from 
siliceous  soil  and  the  Gunnison  cones  from  limestone  soil  was,  how- 
ever, noted  from  the  outset,  and  is  clearly  shown  by  Plate  2,  C.  At 
252  days,  when  the  photograph  w^as  taken,  the  siliceous  cones  had 
lost  56  per  cent  out  of  a  total  moisture  content  of  72  per  cent,  had 
expanded  44  per  cent  of  their  original  volume,  and  had  released  27 
per  cent  of  their  seed.  The  limestone  cones  had  experienced  a  total 
water  loss  of  about  36  per  cent  of  an  assumed  content  of  about  51 
per  cent  when  green,  had  expanded  6  per  cent,  and  released  13  per 
cent  of  their  seed. 

The  siliceous  cones  began  opening  on  the  tops  of  the  trays  within 
24  hours  of  the  time  when  air  drying  began.  The  limestone  cones 
did  not  open  to  any  appreciable  extent  for  several  weeks,  and  then 
not  completely.  In  both  lots  there  was  wide  variation  between  indi- 
viduals. 

In  contrast  to  the  rate  of  air  drying  in  this  experiment,  it  will 
be  well  to  note  the  results  obtained  in  two  large-scale  tests  conducted 
almost  simultaneously  with  the  1912  tests  at  the  Fremont  field 
station. 

At  the  Idlewild  seed-extracting  plant  on  the  Arapaho  National 
Forest  75  bushels  of  cones  collected  between  September  15  and  No- 
vember 15,  1912,  were  placed  in  a  special  bin  beneath  the  main  ex- 
tracting plant  on  February  14,  1913,  their  weight  at  that  time  being 
32.78  pounds  per  bushel.  At  the  end  of  one  year  about  5  per  cent 
of  the  cones,  occupying  the  top  layer  or  contiguous  to  the  walls,  had 
opened  fully,  and  others  less  completely.  The  volume  of  the  entire 
cone  mass  had  decreased  slightly.  The  cones  weighed  27.62  pounds 
per  bushel.     They  required  6  to  6.5  hours  to  open  as  completely  as 


28         TECHNICAL  BULLETIN  191,  U.  S.  DEPT.  OF  AGRICULTURE 

green  cones  do  in  8  hours  and  yielded  about  10  per  cent  less  seed.  It 
is  evident  that  these  cones  had  lost  considerable  moisture  before  being 
stored.  Their  weight  may  be  roughly  estimated  to  have  been  the 
same  as  that  of  the  cones  of  the  same  crop  stored  at  the  Fremont 
station  in  December,  1912,  namely,  35  pounds  per  bushel.  They  had, 
then,  in  14  months,  lost  about  7.4  pounds,  or  21  per  cent  of  their 
green  weight,  or  31  per  cent  of  their  probable  dry  weight.  The  same 
result  was  obtained  two  or  three  months  sooner  at  Fremont. 

At  the  Foxpark  seed-extracting  plant,  Medicine  Bow  National 
Forest,  60  bushels  of  cones  placed  in  a  drying  bin  of  the  corncrib 
type  increased  in  volume  about  5  per  cent  during  a  year,  and  about  45 
per  cent  of  them  opened  partially  or  completely.  Their  moisture  loss 
was  slightly  in  excess  of  30  per  cent  of  their  bone-dry  weight,  but  it 
is  probable  that  a  small  item  in  this  loss  was  the  removal  of  cones 
by  squirrels. 

These  results  are  cited  mainly  to  show  that  air  drying  on  a  large 
scale  can  be  effective,  though  necessarily  slower  than  in  the  ideal 
drying  trays  used  at  Fremont.  Such  being  the  case,  it  would  seem 
that  large-scale  extracting  operations  might  well  be  postponed  until 
the  warmest  weather  of  the  summer,  though  this  has  never  been  tried. 

LOSS  IN  KILN  DRYING 

If  these  same  cone  lots  are  considered  in  their  action  under  artificial 
drying  treatments,  it  may  be  expected  that  the  characteristics  shown 
during  air  drying  will  be  still  more  clearly  demonstrated. 

In  Table  7  the  important  data  of  the  kiln-drying  process  are 
given.  Figure  6,  which  shows  the  amount  of  drying  and  the  time 
required  to  accomplish  complete  opening  of  the  cones,  is,  of  course, 
purely  diagrammatic  inasmuch  as  the  drying  rate  must  be  shown  by 
straight  lines,  rather  than  curves.  Since  intermediate  weight  deter- 
minations can  not  be  made  without  seriously  disturbing  the  operation 
of  the  experimental  kiln  and  the  calorimetric  observations,  these 
have  not  been  made  in  any  of  the  more  important  tests. 

From  Table  7  and  Figure  6  the  following  facts  are  evident : 

Starting  with  the  same  moisture  content,  cones  treated  at  a  high 
temperature  yield  slightly  more  moisture  at  a  much  higher  hourly 
rate  than  cones  treated  at  a  low  temperature.  They  also  open  more 
completely. 

The  rate  of  kiln  drying  decreases  consistently  with  older  cones; 
or,  in  other  words,  the  lower  the  initial  moisture  content  the  slower 
the  loss  at  a  given  temperature,  in  spite  of  the  fact  that  with  less 
moisture  to  evaporate  each  cone  has  a  greater  supply  of  heat. 

The  final  degree  of  dryness  is  lower  in  cones  with  lower  initial 
moisture.  Thus  the  moisture  content  of  fully  opened  fresh  Medicine 
Bow  cones,  about  12  per  cent  as  the  average  for  all  temperatures,  is 
greater  than  the  moisture  content  after  14  months  of  air  drying  and 
before  any  artificial  treatment  is  given.  This  is  also  indicated  in  a 
general  way  by  the  Gunnison  cones,  although  the  final  moisture  con- 
tent in  these  cones  did  not  decrease  appreciably  beyond  that  occur- 
ring after  55  days  of  storage. 

The  rate  of  drying  of  the  Gunnison  (limestone)  cones  is  much  less 
rapid  than  that  of  Medicine  Bow  (siliceous)  cones,  even  when  cones 
of  the  same  initial  moisture  content  are  compared. 


PRODUCTION   OF   LODGEPOLE   PINE   SEED 


29 


Table  7. — Degree  and  rate  of  drying  of  lodgepole  pine  cones  under  different 
degrees  of  artifieial  heat  after  various  periods  of  air  drying,  in  terms  of  per- 
centages of  the  dry  weights  of  the  cones 


MEDICINE  BOW  CONES,  1914  i 


Period 
of  air 

Water 
con- 
tent 

before 
kiln 
dry- 
ing* 

Water  content  after  drying 
at  different  kiln  temper- 
atures 

Moisture  loss  at  different 
temperatures 

Hourly  rate  of  drying  at 
different  temperatures » 

drying 
(days) 

110° 
F. 

140° 
F. 

170° 
F. 

200" 
F. 

110° 
F. 

140° 
F. 

170° 
F. 

200° 
F. 

110° 
F. 

140° 
F. 

170° 
F. 

200° 
F. 

0_- 

65 

161 

252 

425 

P.  a. 

71.6 
32.6 
20.4 
15.5 
9.0 

P.d. 
14.4 
11.0 
8.4 
7.0 
3.6 

P.ct. 

13.1 
9.2 
6.7 
6.5 
2.9 

P.ct. 

10.9 
7.7 
7.3 
5.6 
1.7 

P.ct. 
9.5 
6.4 
4.6 
4.3 
.6 

P.ct. 
57.2 
21.6 
12.0 
8.5 
6.4 

P.ct. 
58.5 
23.4 
13.7 
9.0 
6.1 

P.ct. 

60.7 

24.9 

13.1 

9.9 

7.3 

P.ct. 

62.1 
26.2 
15.8 
14.2 
8.4 

P.ct. 
3.0 
2.2 
1.7 

1.4 
.8 

P.ct. 
4.5 
3.9 
3.4 
3.0 
2.0 

P.ct. 
6.7 
6.2 
6.6 
5.0 
3.6 

P.ct. 

7.8 
8.7 
7.9 
7.5 
5.6 

Av... 

8.88 

7.68 

6.64 

5.08 

20.94 

22.14 

23.18 

24.74 

1.8 

3.4 

5.6 

7.5 

GUNNISON  CONES,  1914  * 


9 

65 

161 

252 

425 

43.0 
24.5 
16.4 
15.2 
12.0 

7.8 
7.0 
6.6 
6.8 
6.4 

7.0 
8.5 
5.7 
5.5 
6.1 

4.6 
5.8 
4.4 
4.5 
4.8 

6.0 
4.2 
3.5 
4.0 
5.0 

35.2 

17.5 

9.8 

8.4 

5.6 

36.0 

16.0 

10.7 

9.7 

5.9 

38.4 
18.7 
12.0 
10.7 
7.2 

37.0 
20.3 
12.9 
11.2 
7.0 

1.8 
1.2 
.6 
.7 
.4 

4.0 
3.2 
2.1 
1.9 
1.5 

6.4 
4.7 
4.0 
3.4 
2.9 

9.2 
6.8 
6.4 
4.5 
4.7 

Av... 

6.92 

6.56 

4.82 

4.54 

15.30 

15.66 

17.  40 

17.68 

1.0 

2.5 

4.3 

6.3 

ARAPAHO  CONES,  1912* 


80 

43.2 

9.1 

10.3 

9.5 

34.1 

32.9 

33.7 

1.7 

4.7 

8.4 

111 

24.5 

7.6 

7.6 

8.5 

16.9 

16.9 

16.0 

1.0 

3.4 

5.3 

144 

20.3 

6.0 

4.9 

6.1 

14.3 

15.4 

15.2 

.7 

2.6 

3.8 

182 

18.5 

3.7 

4.7 

.0 

14.8 

13.8 

18.5 

1.4 

2.0 

6.2 

262 

18.1 

2.5 

2.8 

.9 

15.6 

15.3 

17.2 

1.3 

3.8 

4.3 

414 

16.2 

5.3 

6.8 

0 

10  9 

10  4 

16.2 

1.0 

2.1 

8.1 

472 

11.3 

3.4 

1.2 

.0 

7.9 

10.1 

10.4 

.7 

3.4 

3.5 

Av... 

5.37 

5.33 

3.56 

16.36 

16.40 

18.17 

1.1 

3.1 

5.7 

»  Units  of  0.9062  bushel,  except  first  test. 

2  Actual  water  content  of  cones  kiln  dried  at  each  period.    For  average  of  all  cone  lots  remaining  in  the 
bins  at  each  period,  see  Figure  5. 

3  For  record  of  number  of  hours  required  in  extracting  processes  for  Medicine  Bow  and  Gunnison  cones 
Bee  Fig;ure  6  or  Tables  12  and  13. 

*  Units  of  1  bushel. 

»  Units  of  one-fhird  bushel. 

The  absolute  moisture  of  dry  limestone  cones  is  greater  than  that 
of  the  siliceous.  The  exact  amount  of  this  final  moisture  is  not 
determinable  because  the  dry  weight  has  not  been  absolutely  deter- 
mined. It  ishould  be  noted,  however,  that  the  above  statement  holds 
when  the  limestone  cones  have  been  assigned  a  dry  weight  of  25 
pounds  per  bushel  as  against  24  pounds  for  the  siliceous. 

The  siliceous  cones,  on  the  average,  yield  their  water  four  times 
as  fast  at  200°  F.  as  at  110°,  while  the  limestone  cones  show  a  ratio 
of  more  than  6  to  1. 

Under  the  110°  F.  treatment  siliceous  cones  and  limestone  cones 
both  respond  at  a  uniformly  decreasing  rate  for  the  different  periods 
of  air  drying;  but  siliceous  cones  always  show  quick  drying  at  200°, 
while  for  limestone  cones  even  this  temperature  becomes  much  less 
effective  with  low  moisture  content. 


30 


TECHNICAL  liULLETIX    191,  U.  S.  DEPT.  OE  AGRICULTUEE 


12 


64 


56 


Q  40 


MEDICINE  BOW  CONES 


32 


24 


16  -\ 


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o. 

'^"To. 

\ 

"•  1 

1 

1 

1 

1 

1 

1 

1 

1 

8  10  12  14 

GUNNISON    CONES 


18 


20 


-4  ,  6  8  10  12  14 

HOURS    REQUIRED.   TO    OPEN    CONES 


20 


Figure  6. — Rate  of  drying  in  kiln  at  110°,   140°,   170°,   and   200°    F.,   comparing 
fresh,  cones  and  cones  air-dried  for  55,  161,  and  425  days 


PRODUCTION    OF   LODGEPOLE    PINE    SEED  31 

These  facts  seem  to  justify  the  following  deductions : 
The  opening  of  cones  is  not  wholly  a  matter  of  the  absolute  dry- 
ness attained,  but  involves  a  certain  change  in  moisture  content  and, 
as  indicated  l3y  the  results  of  air  drying,  to  be  effective  this  change 
must  be  brought  about  in  a  brief  period. 

Under  similar  circumstances  limestone  cones  retain  their  moisture 
more  tenaciously  than  those  from  a  siliceous  soil,  and  high  tempera- 
tures are  proportionately  more  effective  with  them.  From  this  it 
may  naturally  be  expected  that  the  limestone  cones  will  use  more 
heat  for  a  given  amount  of  drying. 

THE    RELATIVE    IMPORTANCE    OF   TEMPERATURES    IN    OPENING 

CONES 

A  popular  misconception  as  to  the  importance  of  temperatures 
per  se  in  opening  cones  is  well  illustrated  by  the  early  attempts  to 
open  lodgepole  pine  cones  in  hot  rooms  lacking  ventilation.  Even 
though  present  tests  have  not  been  so  conducted  as  to  differentiate 
clearly  between  the  effects  of  temperature  and  of  dry  air,  some  very 
obvious  facts  go  a  long  way  toward  showing  that  heat  alone  is 
insufficient. 

It  should  be  understood  that  when  the  temperature  of  the  air  in 
the  kiln  is  raised  the  relative  dryness  of  the  air,  and  therefore  its 
drying  power,  is  greatly  increased.  Thus,  if  air  with  a  relative 
humidity  of  50  per  cent  at  50°  F.  is  warmed  to  110°  its  relative 
humidity  becomes  only  7  per  cent,  and  if  warmed  to  200°,  only  0.8 
per  cent.  Air  at  200°  has  nearly  ten  times  the  capacity  for  moisture 
of  air  at  110°.  This  ratio  is  suggestive  of  the  much  more  rapid  dry- 
ing which  occurs  at  200°. 

Some  tests  have  been  made  which  seem  to  show  considerable 
acceleration  of  the  drying  process  when  the  air  circulation  is  in- 
creased without  raising  the  temperature,  but  not  all  the  conditions 
of  these  tests  are  comparable. 

A  bushel  of  cones  spread  in  the  sun  could  absorb  heat  rapidly 
enough  to  open  in  four  hours,  if  their  rate  of  heat  used  were  the 
same  as  that  in  a  kiln  process ;  yet  it  is  a  known  fact  that  they  would 
not  open  in  any  such  time  in  the  sun,  because  the  air  around  them 
at  ordinary  temperature  has  relatively  small  capacity  for  carrying 
off  the  moisture. 

Finally,  the  action  of  heat  alone  does  not  .tend  to  cause  the  open- 
ing of  cones.  Too  much  heat  causes  a  certain  degree  of  flexibility  of 
the  cone  scales  and  retards  rather  than  aids  the  opening  process. 

The  important  consideration,  therefore,  is  to  bring  dry  air  into 
contact  with  the  cones,  the  heating  process  being  only  one  of  the 
means  by  which  the  air  can  be  made  dry,  and  being  wnolly  ineffec- 
tive if,  while  warming,  the  air  is  allowed  to  accumulate  large  quan- 
tities of  vapor. 


32         TECHNICAL  BULLETIN  191,  U.  S.  DEPT.  OF  AGRICULTUBE 

Table  8. — Total  and  genmnahle  seeds  obtained  hv  Tciln  dryi/ng  Arapaho  lodge- 
pole  pine  cones  after  various  periods  of  air  drying  ^ 


Test  No. » 

Seed  released  by  air 
drying 

Seed  extracted  at 
110°  F. 

Seed  extracted  at 
140"  F. 

Ex- 
tracted 

Germinable 
seeds 

Ex- 
tracted 

Germinable 
seed 

Ex- 
tracted 

Germinable 
seed 

1 

Number 
0 
1,560 
3,273 
5,103 
2,756 

Number 

0 

785 

2,042 

2,909 

1,648 

Per  cent 
0 
50 
62 
57 
60 

Number 
16, 124 
14,424 
14,508 
13,935 
13, 103 

Number 
8,223 
7,674 
7,762 
7,553 
7,325 

Per  cent 
51 
53 

54 
54 
56 

Number 
17,  612 
17,808 
16,  452 
15,270 
16,134 

Number 
11,870 
7,693 
8,654 
8,215 
9,325 

Per  cent 
67 

2                              

43 

3 

53 

4                          

64 

6                    

58 

Average 

2,538 

1,477 

58 

14,  419 

7,707 

53 

16,655 

9,151 

65 

6             

6,240 
10,  551 
11,388 
14,847 
13,  712 

3,563 
3,841 
5,671 
5,582 
5,567 

57 
36 
50 
38 
41 

12,243 
11,  895 
6,698 
8,915 
9,  £39 

6,685 
5,341 
3,831 
4,119 
4,661 

55 
45 
57 
46 
47 

14,  916 
13,585 
11,485 
10, 145 
11,339 

8,189 
6,303 
5,145 
4,230 
5,998 

66 

7            

46 

8 

46 

9        

42 

10      ■- 

63 

Average         

11,348 

4,845 

43 

9,938 

4,927 

50 

12,294 

5,973 

49 

11                             

22,028 
13.  746 
19,884 
15,  981 
20,367 

10,882 
6,103 
9,982 
7,128 
9,267 

49 
44 
50 
45 
46 

8,362 
10,303 
6,423 
8,340 
7,098 

4,047 
5,100 
3,218 
5,504 
3,592 

48 
50 
50 
66 
51 

8,429 
11,268 
8,334 
9,646 
9,092 

4,130 
6,242 
3,867 
6,077 
4,201 

49 

12                             

65 

13                               

46 

14                                

63 

15                     

46 

Average 

18,401 

8,672 

47 

8,105 

4,292 

53 

9,354 

4,903 

^o 

Average  all  tests 

10,  762 

4,998 

46 

10,  821 

5,642 

52 

12,768 

6,676 

62 

Seed  extracted  at 
170°  F. 

Total  yield  per  bushel 
of  cones 

Test  No. » 

Ex- 
tracted 

Germinable 
seed 

Weight 

of  clean 

seed 

Germinable 
seed 

1             

Number 
17,508 
17,291 
16,  704 
16,005 
15,924 

Number 
10, 610 
7,850 
8,419 
8,835 
8,663 

Per  cent 
61 
45 
50 
55 
54 

Qms. 

197.  82 
207,28 
201.10 

198.  23 
191.  97 

Number 
30,703 
24,002 
26,877 
27,  512 
26,961 

Per  cent 
60 

2          

47 

3    

63 

4                                                                          .       

55 

5                         •                                               

56 

Average                        -  -  

16,686 

8,875 

53 

199.28 

27,  211 

54 

6                                                   

15,  326 
14, 107 
10,  895 
11,730 
11,734 

8,521 
6,122 
5,  393 
5,114 
5,662 

66 
43 
49 
44 
47 

197.  47 
207.41 
171.  38 
187. 16 
188. 19 

26,958 
21,607 
20,040 
19,045 
21.788 

66 

7          .        .     .                       

43 

8            

60 

9        

42 

10 

47 

Averse. 

12,758 

6,142 

48 

190.  32  I  21, 888 

47 

11 

9,684 
10,807 
9,603 
8,533 
8,175 

4,834 
5,295 
4,427 
5,598 
4,856 

50 
49 
46 
66 
59 

194.67 
189.  49 
185.23 
168.70 
186.64 

23,893 
22,740 
21,494 
24,307 
21,  916 

49 

12                                  -               .       - 

49 

13.                 ..           .      - 

49 

14._ - 

{>7 

15 

49 

Average 

9,360 

5,002 

53 

184. 95 

22,870 

51 

Average  all  tests 

12,935 

6,673 

52 

191.  52 

23,990 

51 

1  Kiln-dried  tests  represent  one-third  bushel  for  each  temperature, 
the  whole  bushel. 

2  Tests  at  approximately  monthly  intervals  after  December,  1912. 
8  Computed  from  mean  final  germination. 


Seed  released  by  air  drying  come  from 


PRODUCTION   OF   LODGEPOLE   PINE   SEED  33 

EFFECT  OF  VARIOUS  TREATMENTS  ON  QUANTITY  AND  QUALITY 

OF  SEED 

The  practical  and  technical  value  of  preliminary  drying  and  of 
extractions  made  at  successive  periods  and  at  various  temperatures 
may  now  be  considered  in  the  light  of  the  seed  yields  obtained. 


I 


ARAPAHO  CONES  OF  THE  CROP  OF  1912 


The  extractions  of  1-bushel  lots  were  accomplished  at  approxi- 
mately monthly  intervals  from  December,  1912,  to  April,  1914,  each 
bushel  lot  being  divided  into  three  equal  parts,  as  already  described. 
Table  8  shows  these  yields,  and  Figure  7  the  germination  of  the  vari- 
ous seed  lots. 

Examination  of  the  data  in  Table  8  reveals  a  slightly  greater 
number  of  seeds  obtained  from  the  first  treatment  than  from  any 
subsequent  treatment,  and  a  considerably  greater  number  of  good 
seeds.  The  deficits  in  the  latter  half  of  the  series  would  at  first 
thought  seem  to  indicate  that  considerable  numbers  of  seeds  were  lost. 
It  is  practically  certain  that  there  was  no  destruction  of  seeds  in  the 
storage  bin ;  in  the  frequent  handling  of  the  sacks  a  few  seeds  may 
have  worked  out  through  the  burlap.  The  probability  is  that,  both 
in  this  series  and  in  the  1914  series,  the  apparent  loss  of  seeds  after 
long  periods  of  storage  means  little  more  than  that  the  opening  of 
the  cones  can  not  be  carried  far  enough  to  obtain  a  full  yield.  If 
there  has  been  any  avoidable  loss,  it  may  be  safely  disregarded,  for  it 
may  be  taken  as  a  certainty  that  the  loss  has  been  less  than  would 
occur  in  any  large-scale  storage  operation. 

After  each  of  the  15  extractions  in  this  series,  a  sample  of  each  of 
the  three  or  four  lots  was  sown  as  soon  as  possible  to  determine  the 
viability  of  the  seed.  Along  with  each  such  current  test,  after  the 
first  one,  samples  of  the  three  lots  of  test  1  were  also  sown,  in  order 
that  there  might  be  a  check  or  control  upon  any  variations  in  the 
apparent  germinability  of  the  seed  currently  extracted  due  to  the 
time  or  space  factor.  These  so-called  check  tests,  of  which  11 
were  made  after  the  initial  test  of  test  1,  and  2  more  in  August,  1914, 
are,  of  course,  subject  to  the  sampling  and  space  error,  as  will  be 
pointed  out  in  discussing  them  in  connection  with  the  general  errors 
of  all  seed  tests.  The  space  errors  of  the  checks  should,  however, 
be  the  same  as  those  of  the  current  lots,  as  the  two  groups  were  always 
sown  very  close  together. 

In  Figure  7  are  shown  the  repeated  germinations  of  the  three  lots 
of  test  1,  the  germination  of  the  lots  extracted  in  each  succeeding 
monthly  test,  and  finally  the  germination  of  the  15  tests  when  sown 
simultaneously  in  August,  1914.  In  each  instance  the  arithmetic 
mean  of  the  three  or  four  lots  of  a  test  is  used  in  plotting,  since  the 
object  of  the  chart  is  solely  to  bring  out  time  variations.  The  results 
synchronous  with  tests  7  and  9  are  very  poor;  for  test  10,  germina- 
tion of  the  check  lots  was  extraordinarily  high.  As  the  current  ex- 
tractions of  tests  7  and  9  also  germinated  very  poorly,  the  natural 
inclination  is  to  state  that  here  the  check  tests  have  shown  their 
worth — that  tests  7  and  9  germinated  8  to  9  per  cent  below  the  aver- 
age of  all  tests  because  of  some  variation  in  the  germinating  condi- 
tions. However,  when  it  is  noted  that  in  the  August,  1914,  retests 
110505°— 30 3 


34  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 


of  all  lots,  tests  7  and  9  duplicated  their  previous  performance,  the 
conclusion  must  be  that  something  was  inherently  wrong  with  the 
seed  itself  and  that  the  parallelism  between  the  original  tests  and 
ihe  check  tests  was  in  the  nature  of  a  coincidence. 

Other  observations  have  shown  the  possible  importance  of  mold  on 
the  cones,  the  spores  of  which  would  readily  be  transmitted  to  the 


80 


75 


70 


I 


65 


60 


55 


SO 


GERMINATION   OF  CURRENT 
EXTRACTIONS 

GERMINATION  OF  SEEDS  FROM 
FIRST   EXTRACTION    SOWN 
CURRENTLY    WITH   ABOVE 

GERMINATION   OF  SEEDS  FROM 
EACH    EXTRACTION    SOWN   ALL 
TOGETHER  IN  AUGUST  1914 


1 — r 


45 


4-0 

O 

0  1  2         3         4-  5         6         7         8  9  10        n         12        13        14.        IS 

^<^^'  S^^°   ^OTS   EXTRACTED  AT  APPROXIMATELY  MONTHLY  INTERVALS  f^^^- 

Figure  7. — Germination  tests  of  seeds  from  Arapaho  lodgepole  pine  cones  compared 
as  to  effects  of  cone  storage   and  seed   storage 

seeds,  and  from  one  lot  of  seeds  to  another,  unless  complete  steriliza- 
tion occurred  in  the  kiln.  That  this  was  the  factor  influencing  tests 
7  and  9  and  other  synchronous  germination  tests  it  can  not  be 
definitely  proved  but  is  deduced  from  the  fact  that  at  the  time  of 
these  tests,  during  the  warmest  months  of  the  year,  the  cones  in 
storage  had  absorbed  rain  water. 


PRODUCTION   OF   LODGEPOLE   PINE   SEED  35 

It  must  be  admitted  that  implicit  faith  can  not  be  placed  in  any 
single  germination  test,  nor  in  the  results  of  the  various  extractions 
so  far  as  they  depend  upon  these  tests.  However,  with  the  excep- 
tion of  tests  5  and  14,  the  immediate  germination  and  that  in 
August,  1914,  when  two  samples  of  each  lot  were  taken,  are  suffi- 
ciently similar  so  that  general  tendencies  at  various  periods  can 
hardly  be  denied. 

The  germination  data  given  in  Figure  7  should  be  compared  with 
Table  8,  with  the  fact  in  mind  that  the  indicated  quality  of  the  seed 
may  be  influenced  bv  the  completeness  of  the  extraction.  In  test  8, 
for  example,  the  relatively  high  quality  of  the  seed  is  fully  offset 
by  the  small  number  extracted,  these  facts  suggesting  that  only  the 
best  of  the  seed  was  obtained.  Although  no  conclusive  test  has 
ever  been  conducted  to  prove  the  point,  results  at  the  Foxpark  seed- 
extracting  plant,  where  the  seed  was  taken  off  in  six  successive 
j)eriods,  indicate  that  the  best  seed  is  obtained  fairly  early  in  the 
process,  possibly  being  from  the  cones  which  because  of  better  devel- 
opment open  more  readily.  The  last  15  per  cent  of  the  entire  seed 
yield  showed  a  germinative  value  15  to  20  per  cent  below  that  of  the 
best  seed.  It  is,  of  course,  impossible  in  such  a  test  to  eliminate 
possible  effects  on  the  last  seed  of  longer  exposure  to  heat. 

It  is  plainly  evident  that  the  first  extraction  from  this  collection 
of  cones  yielded  the  best  seed  and  also  the  greatest  amount.  The 
average  figures  for  the  12  periodic  germinations  of  this  seed  of  test  1 
indicate  a  slight  superiority  of  ,the  seed  extracted  at  110°  F.,  but 
this  is  scarcely  better  than  that  taken  at  170°,  and,  considering  the 
probable  error  of  the  average  in  any  case,  it  is  hardly  reasonable  to 
state  that  any  lot  was  appreciably  affected  by  the  extracting 
conditions. 

The  low  average  percentage  of  germination  noted  in  tests  6-10 
is  to  be  accounted  for  by  the  wetting  of  the  cones  in  the  storage  bin 
during  the  summer  of  1913,  a  condition  which  probably  reached  its 
culmination  about  October,  as  shown  by  the  high  moisture  content 
of  the  seeds  released  by  air  drying.  In  fact,  it  is  evident  that  the 
loose  seeds  suffered  more  from  this  condition  than  those  still  in 
the  cones. 

In  the  first  group  of  five  tests  the  140°  F.  treatment  is  slightly 
superior  in  germination  percentage  to  the  other  artificial  extrac- 
tions. In  the  second  group  seed  extracted  at  110°  leads  by  a  slight 
margin,  while  in  the  third  period  seed  extracted  at  the  highest  tem- 
perature is  better  than  that  extracted  at  110°  by  less  than  1  per  cent. 
It  may  be  concluded  that  a  temperature  as  high  as  170°  certainly 
does  not  harm  the  seed  in  either  fresh  or  partly  dried  cones. 

As  the  wide  variations  between  lots  similarly  treated  seriously 
detract  from  the  reliability  of  the  averages  and  leave  no  significant 
differences  in  the  average  germination  after  various  treatments,  it 
is  not  safe  to  state  from  these  results  that  high  temperatures  used 
in  extracting  the  seed  are  positively  beneficial.  It  is,  however, 
desired  to  point  out  possibilities  along  this  line  which  are  substan- 
tiated by  the  later  and  more  complete  data. 

If  now  a  return  is  made  to  Table  8  it  will  be  seen  that  the  prac- 
tical results  of  these  tests  are  reasonably  clear.  The  yield  of  seed 
obtained  prior  to  the  artificial  drying  of  the  cones  increases  more  or 


36  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTUBE 

less  regularly  with  continued  air  drying,  5.4  per  cent  of  the  total 
germinable  seeds  being  obtained  without  the  use  of  artificial  heat  in 
tests  1-5,  22.1  per  cent  in  tests  6-10,  and  37.9  per  cent  in  tests  11-15. 
There  is,  however,  a  slight  decrease  in  the  total  weight  of  seed  ob- 
tained from  the  bushel  units.  Both  on  account  of  poor  yields  and 
poor  germination  the  tests  in  the  middle  period  show  the  lowest 
number  of  good  seeds  obtained.  In  the  third  period,  despite  slightly 
lower  yields,  a  better  showing  is  made  as  a  result  of  higher  germina- 
tion value. 

As  between  the  various  temperature  treatments  there  is  no  marked 
difference  except  that  110°  F.  is  seen  to  be  about  one-sixth  less 
effective  than  the  other  temperatures  at  all  stages. 

MEDICINE   BOW  AND   GUNNISON   CONES   OF  THE   CROP   OF   1914 

About  20  bushels  of  1914  cones  from  the  Medicine  Bow  and  a  like 
quantity  from  the  Gunnison  area  were  each  divided  into  five  tests, 
numbered  21-25  and  31-35,  and  these  in  turn,  at  the  time  of  extrac- 
tion, each  into  four  lots,  A.  B,  C,  and  D,  to  be  treated  at  110°,  140°, 
170°,  and  200°  F.,  respectively.  Tests  22  and  32  were  air-dried  55 
days,  tests  23  and  33  for  161  days,  tests  24  and  34  for  252  days,  and 
tests  25  and  35  for  425  days.  Tests  21  and  31  were  made  with  the 
fresh  cones.  Seed  lot  E  of  each  test  was  made  up  of  the  seed  obtained 
from  the  4-bushel  sample  after  air  drying  only. 

Germination  tests  on  the  various  lots  of  seed  were  made  in  greater 
numbers  than  previously,  in  the  hope  of  eliminating  the  variations 
inevitable  in  single  tests,  and  also  were  made  at  different  periods,  to 
show  more  definitely  the  relations  between  the  immediate  or  fresh 
quality  of  each  lot  of  seed  and  its  keeping  quality  or  vigor  after  a 
certain  period  in  storage.  It  is  almost  invariably  true  that  seed  is 
not  used  immediately  after  extraction.  The  seeds  not  sown  immedi- 
ately were  stored  in  bottles,  sealed  as  tightly  as  possible,  and  kept  in 
a  room  whose  yearly  range  of  temperatures  is  from  about  30°  to  50° 
F.  The  periods  of  storage  were  21  months,  24  months,  7  years,  and 
11  years.  In  some  instances  the  wax  seal  applied  to  screwcap  bottles 
was  not  adequate  to  prevent  the  absorption  of  moisture  by  the  seeds, 
while  in  others  the  seeds  appeared  to  have  kept  perfectly  dry. 
Hence,  at  the  end  of  the  long  storage  periods  only  scattered  tests 
could  be  made,  all  lots  which  were  either  sticky  or  moldy  being 
eliminated.  In  general,  the  few  results  obtained  after  7  years  of 
storage  were  about  10  per  cent  higher  than  those  obtained  after  a 
storage  period  of  11  years. 

Duplicate  and  triplicate  tests  made  at  any  one  time  show  very  little 
variation  and  indicate  that  more  than  usual  reliance  can  be  placed  on 
these  tests  as  a  whole. 

The  test  at  24  months,  virtually  an  extension  of  the  21-month 
germination  of  duplicate  tests,  the  two  involving  2,500  seeds  of  each 
lot  extracted,  is  given  separately  in  Table  9  in  order  to  demonstrate 
the  progressive  tendency  of  either  seed  deterioration  or  seed  improve- 
ment with  aging.  There  is,  however,  a  factor  which  enters  into  the 
comparison  of  germination  results  at  21  and  24  months  which  should 
be  explained.  The  five  samples  of  each  lot  needed  for  both  tests  were 
counted  out  simultaneously  just  prior  to  the  test  at  21  months,  and 


PRODUCTION   OF  LODGEPOLE   PINE   SEED 


37 


the  three  samples  which  were  not  used  until  the  24-month  test  were 
stored,  not  in  their  respective  jars,  but  in  envelopes,  under  ordinary 
room  conditions.  Thus  it  may  be  assumed  that  the  Medicine  Bow 
seeds,  which  in  the  extracting  process  were  not  subjected  to  such 
severe  drying,  might  in  moderately  warm  air  give  off  some  moisture, 
while  the  Gunnison  seeds,  because  of  more  severe  treatment  previously 
and  a  greater  affinity  for  water,  might  be  in  a  condition  to  absorb 
moisture  from  the  atmosphere.  This  may  not  be  the  correct  ex- 
planation, but  it  is  evident  that  only  some  such  opposed  actions  in 
the  two  groups  can  account  for  the  improved  vigor  of  the  Medicine 
Bow  seeds  between  the  21-month  and  24-month  tests,  despite  the 
slight  change  in  vigor  of  the  Gunnison  seeds. 

Table  9. — Oermination  from  the  1914  extractions  of  Medicme  Bow  and  Gunni- 
son cones  at  different  periods  and  at  four  different  temperatures 

MEDICINE  BOW  CONES 


Final  germination  of  stored  seed  sown  at 

stated  periods  after  extraction 

Extract- 

Mois- 

Mois- 

ture in 

seed  at  11 

years  ' 

Period  of  storage  (days) 

ing  tem- 
perature 

ture  left 
in  seed  i 

Imme- 

21 

21 

months 

24 

7  and  11 

diate  2 

months  3 

1  (extra 
drying  <) 

months « 

years  « 

op 

Percent 

Per  cent 

Per  cent 

Per  cent 

Per  cent 

Per  cent 

Percent 

110 

7.67 

42.3 

48.6 

(') 

57.5 

56.  8  (2) 

12.43 

140 

7.11 

60.5 

54.5 

(») 

65.3 

54.  0  (1) 

8.96 

None 

170 

4.05 

65.1 

63.5 

(») 

69.4 

49.  6  (1) 

8.77 

200 

5.56 

61.9 

55.1 

(«) 

61.6 

49.  6  (1) 

8.52 

All. 

6.10 

57.4 

55.4 

(8) 

63.4 

53.  3  (5) 

9.67 

110 

4.82 

75.8 

72.7 

77.0 

76.4 

60.  6  (4) 

11.00 

140 

4.08 

78.2 

76.0 

83.4 

83.0 

75.  8  (3) 

9.01 

Average  of  55, 161,  252,  and  425. 

170 

3.20 

74.5 

70.3 

73.8 

76.0 

75.  2  (S) 

7.54 

200 

2.84 

67.2 

60.8 

63.4 

68.0 

48. 0  (5) 

7.67 

»0 

4.47 

64.4 

68.0 

67.4 

76.8 

54. 1  (4) 

9.83 

55 

AU. 
All. 
All. 

3.72 
4.28 
4.37 

72.0 
74.6 
70.8 

62.9 
72.0 
73,2 

70.5 
80.2 
71.5 

70.1 
78.6 
79.6 

62.  8  00) 
65. 1  (4) 
69.  3  (3) 

9.50 

161. 

9.33 

252 

8.70 

425            

All. 

3.16 

70.7 

70.1 

69.8 

75.8 

GUNNISON  CONES 


110 

5..1 

83.6 

82.1 

(8) 

84.3 

71.  2  (2) 

9.51 

140 

4.55 

77.3 

83.1 

(8) 

83.6 

74.  3  (2) 

6.37 

None 

170 

3.50 

57.8 

62.5 

(«) 

57.4 

59.  8  (2) 

6.70 

200 

3.87 

46.1 

50.7 

44.4 

41.  4  (2) 

6.68 

All. 

4.28 

66.2 

69.6 

(8) 

67.4 

61.  7  (S) 

7.32 

110 

3.97 

69.5 

78.1 

75.6 

78.7 

72.  8  (/) 
48.  6  (1) 

8.85 

140 

3.86 

74.1 

75.4 

78.4 

74.1 

4.56 

Average  of  55, 161,  252,  and  425. 

170 

3.12 

66.3 

73.0 

80.2 

72.6 

53. 0  i2) 

10.71 

200 

2.97 

70.4 

72.2 

72.6 

73.8 

53.  3  (2) 

8.57 

I         »0 
All. 

5.24 
3.49 

70.6 
67.5 

75.2 
73.3 

77.4 
78.9 

75.5 
72.9 

63.4  (/) 
61.  2  («) 

55 

7.82 

161 

All. 

3.63 

71.7 

72.5 

76.8 

73.2 

52.  9  U) 

9.08 

252 

All. 
All. 

3.99 
4.22 

76.7 
64.9 

78.6 
74.6 

74.9 
76.8 

76.5 
77.1 

63. 4  (1) 

425 

"" 

1  On  basis  of  dryness  attained  in  4  hours  at  170°,  which  gives  merely  indication  of  condition  of  seed  after 
extracting  process.    See  footnote  4. 

2  Duplicate  tests,  except  for  lot  E  extracted  without  storage,  which  were  in  triplicate. 

3  In  duplicate;  time  computed  from  date  of  collecting  cones. 

*  Seeds  referred  to  in  footnote  1,  dried  after  being  thoroughly  cleaned. 
» In  triplicate. 

« In  1921  only  12  lots  were  tested  (500  seeds  of  each),  while  in  1925, 27  valid  tests  were  made,    Italic  numbers 
in  parentheses  indicate  number  of  tests  entering  into  averages. 
'  By  drying  thoroughly  at  temperature  of  boiling  water. 

*  Samples  of  seed  not  retained. 

»  Lot  E,  made  up  of  seed  obtained  from  air-drying  cones  only. 


38  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICTJLTUBE 

In  addition  to  the  tests  of  normally  extracted  seed  at  21  months, 
single  samples  were  sown  at  the  same  time  comprising  seed  of  all  the 
lots  (except  tests  21  and  31,  the  dried  samples  of  which  were  inad- 
vertently discarded)  which  had  been  used  to  determine  the  moisture 
content  of  the  seeds  immediately  after  the  extracting  processes. 
These  samples  had  been  dried  for  four  hours  in  the  hot-air  current 
of  the  kiln,  at  about  170°  F.,  without  any  protection  whatever,  to 
determine  how  severe  a  treatment  could  be  tolerated  without  serious 
injury  to  the  seed. 

Only  one  other  fact  need  be  mentioned  in  considering  the  compara- 
bility of  the  various  germination  results.  The  tests  made  on  each 
lot  immediately  after  extraction  were  obviously  subjected  to  different 
time  factors  in  the  germinating  process.  It  is  believed,  however, 
that  tests  24  and  34,  germinated  in  July,  1915,  were  the  only  ones 
materially  affected  by  variable  greenhouse  conditions.  The  early 
germination  of  these  groups  was  undoubtedly  retarded  by  heavier 
watering  of  the  testing  tills  than  is  customary,  but  this  probably  had 
very  little  effect  on  the  final  germination. 

The  immediate  germination  of  the  eight  lots  of  tests  21  and  31  was 
carried  on  for  only  52  days.  Germination  of  the  Gunnison  seed 
was  practically  complete  in  this  period.  Estimates  made  from  the 
current  rates  at  the  end  of  the  period  indicate  that  the  Medicine  Bow 
seed  had  not  completed  germination  by  about  7  per  cent  in  lot  21  A, 
6  per  cent  in  21  B,  and  1  per  cent  each  in  lots  C  and  D.  The  actual 
germination  results  are  shown  in  Table  9,  but  in  computing  a  bal- 
anced average  for  each  lot  the  above  allowances  are  made  with  the 
Medicine  Bow  seed. 

In  Table  9  the  germination  from  the  first  extraction  of  both  lots 
of  cones  is  given  in  detail,  because  with  the  green  cones  the  effects 
of  different  temperatures  were  quite  marked.  For  later  extractions 
the  differences  were  neither  marked  nor  consistent,  and  it  therefore 
seems  best  to  rely  on  the  averages  for  different  periods  and  different 
extracting  temperatures. 

QTTALITY  OF   SEED   AFTER   VARIOUS    PERIODS   OF    STORAGE 

An  examination  of  Table  9  brings  out  the  following  points : 
Even  with  an  average  allowance  of  about  4  per  cent,  as  noted  just 
above,  the  seed  extracted  from  the  fresh  Medicine  Bow  cones  is 
decidedly  inferior  to  all  extracted  later.  The  inferiority  of  fresh 
Gunnison  seed  is  much  less  marked,  the  first  extraction  being  in  fact 
a  little  better  than  the  last.  Here,  however,  the  higher  temperatures 
seem  to  have  had  a  very  deleterious  effect.  This  difference  is  due, 
no  doubt,  to  the  greater  dryness  of  the  Gunnison  cones  at  the  time 
of  the  first  extraction;  the  fact  that  the  first  extraction  of  the  still 
drier  Arapaho  cones  treated  in  1912-1914  gave  the  best  and  the  most 
seed  seems  to  indicate  that  only  an  extremely  moist,  green  condition 
need  be  avoided. 

In  the  later  germination  tests  that  were  made  this  inferiority  of 
the  first  extraction  of  Medicine  Bow  seed  is  maintained.  There  can 
be,  therefore,  little  doubt  but  that  the  kiln  drying  of  very  fresh 
cones  is  unsatisfactory.  That  it  is  rather  a  question  of  deficient 
treatment  with  low  temperatures  than  of  positive  injury,  however, 
seems  to  be  indicated  by  the  fact  that  the  55-day,  110°  F.  extraction 


PRODUCTIOISr   OF   LODGEPOLE   PINE   SEED  39 

(lot  22  A),  made  a  strong  showing  after  additional  kiln  drying  of 
the  seeds.  The  definite  improvement  of  germination  after  24  months, 
after  the  probable  opportunity  for  air  drying  of  the  Medicine  Bow 
seed,  lends  weight  to  the  idea  of  insufficient  drying  at  the  outset.  In 
this  connection  Hiley  (8)  has  recently  found  that  a  4-hour  exposure 
of  freshly  gathered  spruce  seed  at  122°  raised  the  germination 
percentage  from  21  to  96,  and  that  seed  kept  over  until  the  follow- 
ing summer  gave  90  per  cent  germination  as  a  result  of  natural 
after-ripening. 

The  highest  immediate  germination  of  Medicine  Bow  seed  from 
stored  cones,  as  a  group  and  regardless  of  kiln  temperature,  is 
obtained  in  the  third  extraction,  161  days  after  collection  of  the 
cones,  when,  as  will  be  seen  by  reference  to  Figure  5,  the  greater 
part  of  the  moisture  of  the  cones  had  been  lost.  However,  the  lead- 
ing position  of  the  third  extraction  is  not  maintained  when  germina- 
tion is  delayed,  for  the  fourth  extraction  shows  up  better  after  a 
period  of  a  year  or  more.  This  change  is  well  illustrated  in  Figure  8. 
With  Gunnison  cones  the  best  results  were  obtained  in  the  fourth 
extraction. 

It  may  then  be  stated  definitely,  considering  the  average  results 
with  all  temperatures,  that  there  is  greatest  danger  in  the  treatment 
of  fresh  cones  and  least  after  the  greater  part  of  the  possible  air 
drying  has  been  accomplished. 

QUALITY  OF  SKED   OBTAINED  AT   DIFFEBENT   EXTEACTING   TEMPERATURES 

In  Figures  8  to  12  similar  extracting  operations  have  been 
grouped  and  all  of  the  results  of  germination  tests  are  shown. 
These  figures  will  help  to  make  clear  the  quality  of  seed  obtained 
under  treatment  of  the  cones  at  different  temperatures. 

From  the  average  showing  for  each  temperature  as  summarized 
in  Table  9,  and  excluding  the  first  extractions  of  both  classes  of 
cones  from  such  averages  because  of  rather  obvious  disadvantages 
which  the  fresh  cones  suffered,  it  may  be  concluded  that  for  the 
Medicine  Bow  cones,  after  2  to  14  months  of  air  drying,  the  best  seed 
was  produced  by  extractions  at  140°  F.  The  seed  was  only  slightly 
injured  by  treatment  at  170°,  but  appreciably  so  at  200°.  The  rela- 
tively poor  showing  of  the  110°  treatments  is  probably  due  to  failure 
to  dry  the  seed  sufficiently,  as  is  the  poor  showing  of  the  seed  en- 
tirely air-dried.  The  former,  however,  is  properly  treated  so  that 
it  does  not  greatly  deteriorate  with  age,  at  least  for  several  years, 
while  the  air-dried  seed  is  liable  to  deterioration  after  two  or  three 
years. 

For  the  drier  Gunnison  cones  from  a  limestone  soil  the  extracting 
temperature  of  110°  F.  appears  to  be  best  at  nearly  every  period 
and  in  the  averages.  A  fairly  steady  decline  for  each  increase  in 
temperature  becomes  very  marked  after  long  storage  of  the  seed. 
The  air-dried  seed  is  nearly  as  good  as  that  obtained  at  110°.  It 
appears  that  the  better  maturing  of  these  cones  before  picking  and 
before  the  first  extraction  eliminates  the  need  for  artificial  ripening. 

To  sum  up,  then,  it  may  be  said  that  air  drying  the  cones  for  a 
few  months  is  definitely  beneficial  to  the  seed  and  eliminates  much 
of  the  danger  in  the  use  of  the  more  effective  higher  temperatures  in 
the  extracting  process.     Kiln  drying  after  a  reasonable  amount  of 


40  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 

air  drying  is  not  only  necessary  to  obtain  all  of  the  seeds  from  cones 
not  fully  ripened  at  the  end  of  their  second  growing  season  but  is 
also  desirable  to  improve  the  moisture  condition  and  probably  the 


MEDICINE    BOW    CONES 


80 

1 

1 

1 

1 

^ 

J 

c 

— ^      / 

^ 

70 

22    _^ 

^^ 

d 

V 

< 
60 

_     2^^-— 

^___^ 

. ■ 

1 

< 
^  50 

^^-^^^ 

^"23 

1 

1 

1 

1 

O         o         3         6         9         12        15        18       21        24- 

5  GUNNISON    CONES 

0: 


130 


9         12        15        18       21        24-  QS 

LENGTH    OF  SEED   STORAGE, MONTHS 


30 


Figure  8. — Germination  of  seed  which   fell   from  lodgepole  pine  cones  durinjr  different 
periods  of  air  drying  and  were  stored  for  various  periods  before  being  sown 

chemical  condition  of  the  seeds.  A  kiln  temperature  of  about  140°  F. 
is  usually  best,  or  even  higher,  but  in  no  case  should  the  tempera- 
ture be  higher  than  is  necessary  to  open  the  cones  effectively.  Cones 
from  a  limestone  soil  appear  to  ripen  more  thoroughly  than  the 


PRODUCTION   OF   LODGEPOLE   PINE   SEED 


41 


usual  run  of  lodgepole  pine  cones,  and  the  seed  are  not,  therefore, 
stimulated  by  the  application  of  artificial  heat.  In  any  case,  as 
clearly  shown  in  Figure  8,  the  danger  in  the  use  of  high  tempera - 


90 


80 


MEDICINE    BOW    CONES 


60 


^  50 

Ui 
O 


1 

1 

1 

1           1           1 

23 

-=a^ 

"^ 

„_ ■ — ' 

t\ 

_^ 

t — ^^ 

N^ 

-^ 

- 

y 

[^ 

r^^ 

21,-—— 

. d 

\ 

\ 

1 

1 

1 

1 

90 


80 


70 


60 


50 


40 
O 


12        15        IS       21        24- 

GUNNISON    CONES 


— 

1 

1 
31 

1 

1 

[n 

3j^^^ 

"^ 

?^ 

^ 

r^ 

jt^ 

' 

- 

- 

1 

1 

1 

1 

1 

9         12        15        IB       21        2A.  85 

LENGTH   OF  SEED   STORAGE,  MONTHS 


130 


/ 

1 

^ 

/ 

1 

/ 

130 


FiGURB  9. — Successive   germination   of   seed   extracted    at    110°    F.,    after   different 

periods  of  cone  storage 

tures  is  relatively  less  as  air  drying  of  the  cones  advances,  indicating 
that  injury  is  caused  by  the  combined  effect  of  heat  and  moisture, 
or  steaming  of  the  seed,  rather  than  by  temperature  alone. 


42  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 

MEDICINE    BOW   CONES 


12        15        18       21        24 

GUNNISON    CONES 


65 


9         12        15        Id       21       24  85 

LENGTH   OF  SEED  STORAGE, MONTHS 


130 


130 


Figure  10. — Successive  germinations   of  seed   extracted   at  140°    F.   after  different 

periods  of  cone  storage 

EFFECT  OF  ADDITIONAL  DRYING  OP  THE   SEED 

As  has  been  stated,  a  lO-gram  sample  of  tlie  seed  of  each  lot  ex- 
tracted in  this  experiment  (excepting  tests  21  and  31)  was  dried  in 
the  kiln  for  four  hours  at  about  170°  F.  Since  the  object  was  as 
much  to  determine  the  physiological  effect  of  this  treatment  as  to 
attain  a  standard  of  dryness,  this  temperature  w^as  used  in  preference 
to  a  higher  one,  which  might  have  destroyed  the  life  of  the  seed. 


PEODUCTION   OP  LODGEPOLE  PINE   SEED 


43 


The  moisture  contents  of  the  seed  lots  were  computed  on  the  basis 
of  the  weights  attained  after  these  exposures. 

No  tests  were  made  on  any  of  the  samples  until  the  end  of  a  21- 
month  storage  period,  and  then  space  in  the  greenhouse  permitted 
but  a  single  sowing.  These  single  tests  are,  therefore,  compared  only 
with  the  simultaneous  tests  on  the  samples  of  normal  seed. 

If  the  average  differences  in  the  Medicine  Bow  group  are  first 
examined,  it  is  seen  that  germination  of  all  of  the  kiln-extracted  seed 


90 


80 


70 


60 


^50 

O 
t<i  40 


MEDICINE    BOW   CONES 


1 

1 

■  1 

^>^ 

"s      / 

- 

t>^ 

24. 

^ 

n 

■Z        B^ 

_N 

k 

p^ 

::^*— J 

P3 

// 

21 

^/ 

N 

\#/ 

T 

- 

^ 

L  - 

' 

/ 

1 

1 

1 

1 

0  3  6  9  12         15        18       2!        24  85 

LENGTH    OF    SEED   STORAGE,  MONTH  S 

Figure  11. — Successive  germination  of  seed  extracted  at  170°   P.,  after  different 
periods  of  cone  storage 


44  TECHNICAL,  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 


was  stimulated,  while  that  of  the  air-dried  seed  was  not.  The  greatest 
stimulation  due  to  this  additional  and  direct  drying  was  to  the  lots 
kiln-dried  at  140°  F.,  which  as  a  group  gave  the  best  account  of 
themselves  at  this  time. 


MEDICINE    BOW    CONES 


O 
^  90 

i 

CD 
^  80 


70 


60 


50 


40 


1 

- 

""^""^ 

^ 

- 

R 

J 

- 

\ 

h. 

^ 

39.5%^ 


0         3         6         9        12        15        18       21        24 

GUNNISON    CONES 


85- 


130 


1 

■    1 

1 

1 

^>/ 

k 

>l-33___^ 

35 

-^ 

\ 

I 

32 

^^ 

'. 

• 

Q 

"Z 

^31^ 

1 

» 

\ 

s   . 

O  3  6  9         12         15         18        21        24  85  130 

LENGTH    OF  SEED    STORAGE,  MONTHS 

Figure  12. — Successive  germinations  of  seed  extracted  at  200°    F.,   after  different 

periods  of  cone  storage 

In  the  Gunnison  group  it  is  found  that  the  110°  F.  extractions  were 
not  stimulated,  and  it  will  be  noted  that  at  21  months  these  gave 
higher  germination  than  any  of  the  other  lots.    The  inference  might 


PRODUCTION   OF  LODGEPOLE   PINE   SEED  45 

be  drawn  that  these  seed  lots  dried  at  110°  had  been  dried  at  lust 
about  the  proper  rate  to  have  the  best  effect  on  germination.  The 
other  differences  are  so  erratic  that  it  is  unsafe  to  attempt  to  draw 
conclusions  from  them. 

Stimulation  from  this  kiln-drying  of  the  seed  from  Medicine  Bow 
cones  considered  by  storage  periods  is  evident  in  the  55-day  and 
161-day  periods,  whereas  in  the  last  two  periods  there  was  a  slightly 
injurious  effect,  the  only  marked  exception  being  one  lot  (25  B),  the 
normal  seed  of  which  at  21  months  germinated  poorly  for  an  un- 
accountable reason.  The  same  generalization  may  be  made  of  the 
Gunnison  seed,  one  lot  (35  C)  having  a  positive  effect  on  the  last 
group  which  can  not  be  accounted  for  and  should  be  given  no  weight. 

To  justify  the  use  of  the  word  "stimulating"  in  discussing  this 
effect  of  the  additional  seed  drying,  it  is  only  necessary  to  refer  to  the 
germination  rates  in  specific  tests  as  shown  by  the  proportionate 
amounts  of  the  whole  occurring  in  the  early  periods.  For  example, 
with  one  lot  (22  A),  where  the  greatest  influence  on  the  final  ger- 
mination was  shown,  a  slightly  more  rapid  rate  was  maintained  from 
the  start.  With  another  lot  (22  B),  which  was  only  moderately 
affected  in  its  final  germination,  a  most  unusual  and  surprising  per- 
formance resulted  from  the  kiln-drying  of  the  seed,  more  than 
eight-tenths  of  all  the  germination  occurring  before  the  expiration 
of  10  days,  a  status  reached  by  the  normal  seed  of  this  lot  in  20  days. 
On  the  other  hand,  most  of  the  lots  of  kiln-dried  seed  whose  total  ger- 
mination is  curtailed  at  the  same  time  show  stimulation  in  the  early 
rate,  as  is  illustrated  by  the  group  of  averages  given  in  Figure  10. 
This  suggests  that  drying  at  170°  F.  may  have  a  stimulating  effect  on 
some  of  the  seeds  while  killing  outright  others  of  the  same  lot.  The 
E  lots  as  a  whole  show  the  highest  degree  of  stimulation,  although 
their  final  germination  is  not  increased. 

The  Gunnison  seeds  display  quite  as  marked  a  stimulation  of  early 
germination  as  do  the  Medicine  Bow  seeds  although  final  germina- 
tion was  not  increased  as  much.  In  the  170°  F.  and  air-dried  lots 
there  is  a  very  decided  stimulating  effect,  while  only  the  200°  lots, 
on  the  average,  show  a  suppressing  effect  from  the  kiln  drying  of  the 
seed.  The  arbitrary  groups  in  Figure  13  show  no  appreciable  differ- 
ence in  effect  as  between  the  two  sources. 

Although  the  individual  variations  are  large,  owing  in  part  to 
the  single  test  of  kiln-dried  seed,  it  may  be  said  with  considerable 
certainty  that  kiln  drying  improves  the  quality  of  the  seed,  which 
the  ordinary  extracting  operation  has  not  been  adequate  to  ripen 
thoroughly.  As  has  already  been  pointed  out,  normal  seeds  from 
Medicine  Bow  cones,  germinated  at  21  months,  gave  comparatively 
low  values  and  evidence  of  reduced  energy,  owing  almost  certainly 
to  their  having  had  too  much  moisture  during  storage.  With  such 
seed  the  kiln-dried  lots  on  the  whole  compare  favorably,  whereas  the 
better  ripened  and  less  moist  Gunnison  seeds  gained  less  by  the 
additional  drying.  That  kiln  drying  of  the  seeds,  like  the  higher 
extracting  temperatures,  tends  to  produce  a  slight  disintegration 
after  long  periods  is  indicated  by  the  fact  that  in  both  the  7-year 
and  11-year  tests  a  single  composite  sample  of  the  kiln-dried  seeds 
germinated  about  2  per  cent  less  than  the  average  of  all  normal  lots. 

The  above  discussion  is  not  intended  to  suggest  that  the  extra 
kiln  drying  of  seeds  should  be  a  common  practice.     It  merely  serves 


46  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 

to  emphasize  the  point  that  for  prompt  germination  of  comparatively- 
fresh  lodgepole  pine  seeds  something  in  the  nature  of  artificial  ripen- 
ing is  needed.  The  regular  extracting  process  should  be  designed 
to  accomplish  this,  but  if  after  a  short  period  of.  storage  the  seeds 
show  a  tendency  to  sweat  or  become  sticky  or  moldy,  a  treatment, 
perhaps  at  a  temperature  somewhat  lower  than  170°  F.,  could  doubt- 
less be  given  with  much  benefit. 

MEDICINE    BOW    CONES 

LQTS  WHOSL    PINAL    GERMINATION  LOTS   WHOSE    FINAL    GERMINATION 

WAS  INCREASED  BY  EXTRA   DRYING  WAS  DECREASED  BY   EXTRA   DRYING 

80 


60 


40 


20 


1 

1 

1 

■    1 

■     I 

1 

T" 

1 

r 

1 
1  . 

1 1 

/ 

14   LOTS 

-        / 

6  LOTS 

- 

1 1 

/ 

- 

1  1 

1 1 

1 
1 

If  1 

1 

1 

1 

\\ 
.    ill. 

1 

1 

1 

20 


40  60  80  O  20  40 

DAYS     FROM     SOWING    OF    SELED 


60 


80 


GUNNISON  CONES 

LOTS    WHOSE    FINAL    GERMINATION  LOTS    WHOSE    FINAL    GERMINATfON 

WAS   INCREASED  BY  EXTRA   DRYING  WAS   DECREASED  BY    EXTRA   DRYING 
80 


60 


40 


20 


1 

\^^- 

1 

■  T- 

■        1 

1 ■ 

■'T'--  ■ 

/ 

_ 

_  -^  "* ~ 

~ 

/ 

/            ^^.-^ 

/  y 
/  / 

— H 

f 

/ 

" 

/      / 
/     / 
/     / 

II   LOTS 

/ 

* 

9  LOTS 

/ 

(   / 
// 

- 

■1 

1 

1 

1 

1 

I 

1 

1 

20 


40 


60      80    O      20 

DAYS  FROM  SOWING  OF  SEED 


40 


60 


80 


NORMALLY     EXTRACTED    SEEDS 


SEEDS  ADDITIONALLY    DRIED 


FiGDEH  13. — Stimulation  of  rate  of  germination  by  kiln   drying  of  lodgeiwle   pine 
seed  at  170°   F.  in  addition  to  normal  extracting  treatment 

EFFECT  OF  LONG  STORAGE  OF  THE  SEEID 


^  There  can  be  little  doubt  that  lodgepole  pine  seeds  properly 
ripened  and  properly  stored  have  an  almost  limitless  life.  The  frag- 
mentary results  obtained  with  the  Medicine  Bow  and  Gunnison 
seed,  of  the  1914  crop,  when  tested  85  months  after  collection,  show 
merely  the  possibilities  in  this  line,  but  they  seem  to  prove  that  there 
is  no  need  for  the  rapid  deterioration  oi  tree  seed  that  so  often 
occurs  when  they  are  carelessly  stored.     The  conditions  of  storage 


PRODUCTION   OF  LODGEPOLE   PINE   SEED  47 

in  this  experiment  were  those  of  a  cool  moist  cellar,  with  an  approxi- 
mate temperature  range  from  30°  to  50°  F.  annually.  Under  these 
conditions  seed  lots  adequately  sealed  to  prevent  absorption  of 
moisture  showed,  for  the  most  part,  no  loss  of  germinative  capacity 
at  the  end  of  seven  years,  though  there  was  a  general  falling  off  of 
about  10  per  cent  in  the  succeeding  four  years.  Both  Zederbauer 
{17)  and  Wiebecke  {H)  have  said  that  European  experience  points 
to  conditions  for  seed  storage  approximately  equivalent  to  those 
under  which  vegetable  products  as  a  whole  are  preserved ;  that  is,  a 
constant  temperature  close  to  the  freezing  point.  The  seed  must,  of 
course,  be  shielded  from  a  damp  atmosphere. 

It  goes  almost  without  saying  that  the  first  requirement  is  that 
the  seed  to  be  stored  should  not  have  been  injured,  since  the  deteriora- 
tion of  injured  seed  is  almost  certain  to  be  progressive. 

NET  VALUE  OF  THE  YIELDS  AT  VARIOUS  TIMES  AND  TEMPERATURES 

If  the  value  of  the  seed  yields  previously  described  is  to  be  computed 
from  the  gross  values  and  the  germinative  qualities,  it  is  necessary 
first  to  decide  what  shall  be  considered  the  average  germination  of  a 
given  lot. 

It  has  been  pointed  out  that  the  first  germination  test  on  the 
various  lots  is  very  slightly  questionable  because  all  such  tests  were 
not  made  synchronously.  A  more  important  consideration  is  that 
seed  slightly  injured — by  overheating,  for  example — ^may  perhaps 
germinate  if  sown  at  once,  but  not  if  retained  for  what  may  be  con- 
sidered an  average  period  of  storage.  It  is  believed,  therefore,  that 
in  a  balanced  average  this  first  test  should  not  be  given  a  weight  of 
more  than  one-fourth.  In  computing  values  for  test  21,  allowances 
are  made,  as  previously  mentioned,  because  of  the  fact  that  the  ger- 
mination tests  were  cut  off  10  days  before  the  usual  time. 

Although  the  germination  at  21  months  was  determined  for  only 
1,000  seeds  of  each  lot,  the  two  distinct  tests  on  500  seeds  each  were 
generally  very  consistent,  and  it  is  believed  best  to  give  the  results 
at  this  period  a  weight  of  one-half,  because  the  seeds  had  been  in 
storage  for  a  good  many  months,  under  moisture  conditions  controlled 
by  their  respective  initial  moisture  contents,  and  this  should  bring 
out  most  clearly  the  influence  of  each  extracting  method.  The  tests 
in  triplicate  at  24  months  supply  the  final  fourth  of  the  balanced 
averages. 

Table  10  and  Figure  14  show  the  yields  and  computed  values  of 
each  lot  separately  for  the  Medicine  Bow  and  Gunnison  crops. 

The  first  extraction  of  Medicine  Bow  cones  yielded  the  largest 
number  of  seed;  and  so  it  was  with  the  Arapaho  cones  two  years 
earlier.  The  germination  percentages  of  the  second  and  third  ex- 
tractions were,  however,  so  much  higher  that  these  proved  to  be  much 
better  in  net  yield.  One  noteworthy  point  is  the  lightness  and  com- 
paratively low  value,  at  the  second  and  third  extractions,  of  the  seed 
which  was  air-dried  only,  whereas,  after  this  seed  reaches  the  point 
of  representing  nearly  a  third  of  the  yield,  its  quality  is  above  the 
average  of  the  kiln-extracted  seeds. 

The  Gunnison  extractions  show  essentially  the  same  tendencies, 
although  the  second  and  third  extractions  were  apparently  somewhat 


48  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.' OF  AGRICULTURE 

• 

more  effective  than  the  first,  producing  more  and  better  seeds  and 
consequently  higher  net  yields,  culminating  in  the  third  extraction. 
It  is  here  noteworthy  that  the  lots  subjected  to  air  drying  only  were 
above  the  average  quality  in  the  third,  fourth,  and  fifth  extractions, 
although  the  volume  of  this  air-dried  seed  did  not  become  large  until 
the  last.     This  fact  seems  to  indicate  rather  an  improvement  in  such 


50 


30     60      90      120    150    180   210    2^0  270  300  330  3eO  390  4-20  450 

time:  ot  extraction,  days,  from  collelction  of  cones 

Figure  14. — Net  yields  of  good  seed  per  bushel  of  lodgepole  pine  cones  stored  for 
different  periods,  extracted  at  different  temperatures,  Including  also  seed  obtained 
through  air  drying.  All  values  computed  from  balanced  germination  in  tests  up 
to  end  of  24  months 

seed  with  continued  drying  than  a  proof  that  the  first  seed  given 
up  is  of  inferior  quality. 

The  most  striking  point  in  Table  10  is  the  large  seed  yield  of  the 
Medicine  Bow  as  compared  with  the  Gunnison  cones,  the  Gunnison 
cones  yielding  about  the  same  number  of  good  seeds  as  the  Arapaho 
cones  of  1912.  The  size  of  the  Medicine  Bow  seed,  as  shown  by  the 
number  of  seeds  per  pound,  is  10  to  20  per  cent  greater  and  the  total 


PRODUCTION   OF  LODGEPOLE   PINE   SEED 


49 


number  of  seeds  extracted  nearly  twice  as  great.  As  the  germination 
percentages  are  very  similar,  the  net  yield  of  germinable  seeds  is 
76  per  cent  greater  per  bushel  of  Medicine  Bow  cones  than  of  Gunni- 
son limestone  cones.  In  the  section  on  seed  production,  where  Gun- 
nison cones  from  a  granitic  soil  were  considered,  it  was  shown  that 
Gunnison  cones  produced  a  good  many  more  seeds  than  Medicine 
Bow  cones.  When  the  data  are  reduced  to  a  comparable  basis  it  is 
found  that  the  Medicine  Bow  cones  in  this  experiment  yield  nearly 
twice  as  many  seed  as  in  the  seed -production  study  (considering  the 
10-year  average)  and  that  the  Gunnison  limestone  cones  are  fully 
as  fruitful  sls  Gunnison  granitic  cones.  This  difference,  then,  must 
be  due  to  obtaining  very  superior  cones  on  the  Medicine  Bow  for 
these  extraction  experiments. 


Table  10. — Yields  of  Medicine  Bow  and  Chtnnison  lodgepole  pine  cones  m  total 
and  germinable  seeds  after  varied  air-drying  and   kiln-drying   treatment 

[Lots  of  1  bushel  treated  at  each  temperature;  untreated  seeds  represent  yields  of  4  bushels  from  air 

drying  only] 


Period  of  air  drying 

Kiln 
temper- 
ature 

Seeds  per  pound 
extracted 

Total  quantity 
extracted 

Balanced  average  of  final 
germination 

(days) 

Medi- 
cine Bow 

Gunni- 
son 

Medi- 
cine Bow 

Gunni- 
son 

Medicine  Bow 

Gunnison 

None 

op 

{    no 

140 
170 
200 

No. 
102, 150 

91,713 
103, 708 
101, 105 

No. 
104, 550 
111,050 
118, 190 
113, 740 

No. 
61, 975 
68,  745 
67, 512 
56,787 

No. 
24, 312 
27,  691 
33, 385 
29,510 

P.d. 

1  61.  05 
60.20 
65.62 
68.68 

No. 
31,638 
35,364 
44,301 
33,323 

P.d. 
83.01 
81.78 
60.06 
47.98 

No. 
20,182 
22,646 
20,048 
14, 159 

Total  or  average.  _ 

2  99,634 

ni2,096 

245, 019 

114,898 

69.03 

144,  626 

67.05 

77,035 

65 

f      110 

.      140 

170 

200 

None. 

100,574 
100,  798 
96,509 
101, 022 
112, 833 

129, 943 
117,816 
110, 362 
109,299 
128, 496 

62,417 
55,  677 
52, 829 
64, 092 
28,000 

28,917 
28,656 
27,  533 
26, 798 
7,731 

61.08 
75.98 
70.38 
69.36 
68.06 

32,016 
42,303 
37, 181 
32,104 
19,054 

73.08 
78.38 
76.32 
68.12 
63.92 

21, 133 
22,382 
20,738 
18,255 
4,942 

Total  or  average.  . 

101,067 

117, 191 

243, 016 

119,  535 

66.93 

162,658 

73.16 

87,450 

161 

r      110 
140 
170 
200 

None. 

97, 128 
94, 893 
95,694 
97,968 
125, 648 

125, 648 
116,305 
137,451 
119,681 
108, 255 

46, 012 
48,629 
45,008 
45,909 
38,  715 

26, 731 
28, 138 
33, 342 
28,950 
12, 162 

83.58 
82.00 
74.26 
68.58 
63.10 

38, 457 
39, 876 
33,418 
31,484 
24,429 

74.28 

71.88 
67.98 
72.78 
75.51 

19,856 
20,226 
22,666- 
21,070 
9,184 

Total  or  average.. 

100,427 

122, 954 

224, 273 

129,323 

74.76 

167,663 

71.91 

93,002 

252 

110 
140 
170 
200 
None. 

91,634 
92, 381 
93,150 
93, 331 
109,  552 

110,  902 
113,967 
113,833 
116,305 
103,  755 

35,297 
33,  691 
35, 419 
35,432 
61, 119 

20,186 
25, 168 
27,258 
27,844 
13,383 

81.75 
80.95 
76.02 
60.30 
72.08 

28,866 
27,  273 
26,926 
21, 365 
44,056 

80.85 
73.85 
79.02 
74.00 
80.21 

16,320 
18,586 
21  539 

20,605 
10,  735 

Total  or  average 

97,194 

113,003 

200,958 

113,839 

73.88 

148,473 

77.11 

87,  785 

425 

110 
140 
170 
200 
None. 

98,607 
101, 022 
101,022 
103, 323 

94,498 

119,997 
122, 262 
138,290 
120,316 
116,604 

16,183 
17, 408 
17, 953 
18,  572 
120, 071 

18, 159 
23, 391 
27,460 
24, 101 
27,054 

71.22 
74.18 
70.42 
68.62 
74.00 

10, 813 
12,913 
12,643 
12,  744 

88,862 

76.12 
74.80 
62.48 
73.60 
76.92 

13,823 
17,496 
17, 167 
17,  738 
20,810 

Total  or  average 

96,586 

123,420 

189, 187 

120, 165 

72.93 

137,965 

72.42 

87, 024 

All 

r      110 
140 

\      170 
200 

iNone. 

»  98,  586 
95,394 
98,882 
99,236 

103,864 

ni8,0S7 
115,997 
123,021 
115,637 
113,338 

210,884 
214, 150 
218, 721 
210,  792 
247,905 

118,305 
132,944 
148,978 
137,203 
60,330 

«67.23 
73.66 
70.62 
62.16 
71.16 

141,  779 
167,  728 
154,468 
131,020 
176, 390 

»  77. 19 
76.22 
68.57 
66.93 
75.70 

91,314 
101, 336 
102, 148 
91,827 
45, 671 

>  Allowances  are  made  as  described  in  the  text  for  the  short  germinating  period  in  the  first  test. 
'  Algebraic  means. 

110505°— 30 4 


60         TECHNICAL  BULLETIN  191,  IT.  S.  DEPT.  OP  AGRICULTURE 

From  a  comparison  of  the  results  at  different  temperatures,  it  is 
seen  that  the  best  net  yield  of  Medicine  Bow  cones  was  obtained  by- 
using  temperatures  of  about  140°  F.,  owing  both  to  high  gross  yields 
and  the  superior  quality  of  the  seed.  The  net,  however,  at  140° 
is  considerably  exceeded  by  that  at  170°  in  the  first  extraction,  as  it 
appears  that  with  green  cones  the  higher  temperature  improved  the 
quantity  and  quality  of  the  seed. 

For  the  Gunnison  cones,  it  is  evident,  somewhat  higher  tempera- 
tures are  necessary  for  the  best  results.  A  temperature  of  170°  F. 
here  produces  considerably  more  than  140°,  after  the  second  extrac- 
tion, and  in  spite  of  generally  poor  germination  the  170°  extraction 
makes  a  slightly  better  showing  in  the  average. 


I 


\ 

) 

\ 

\ 

\ 

\ 

\ 

N 

\ 

^ 

0  bOO  1000  1500  POOD  2500  3000  3500  4000 

0  T    U      SUPPLIED  PLR  POUND  OF  WATCR  CVAPORATtO 

Figure    15. — Heat    required    for    drying    lodgepole    pine 
cones  at  different  moisture  contents 

As  was  indicated  in  the  study  of  the  germination  results  alone, 
Figure  11  shows  that  the  longer  air  drying  is  continued  the  greater 
is  the  need  and  justification  for  the  use  of  high  temperatures.  For 
the  Gunnison  cones  even  a  temperature  of  200°  F.  may  in  extreme 
circumstances  be  justified.  The  highest  temperatures  did  not  bring 
the  late  extractions  of  the  Medicine  Bow  cones  up  to  the  status  of 
earlier  ones. 

THE  ECONOMY  OF  STORAGE  AND  AIR  DRYING 

It  has  been  clearly  indicated  by  both  the  1912  and  1914  tests  that 
the  highest  yields  of  germinable  seeds  may  be  expected  after  several 
months  of  storage  and  air  drying  of  the  cones.  After  possibly  six 
months,  however,  the  cones  become  casehardened  and  do  not  yield 
readily  to  artificial  drying  because  of  the  relatively  small  amount 
of  moisture  available  for  removal,  and  as  a  result  seed  yields  steadily 
decrease  as  the  air  drying  is  prolonged. 


PRODUCTION   OF   LODGEPOLE   PINE   SEED  51 

Since  the  evaporation  of  water  by  artificial  heat  necessarily  in- 
volves expense,  even  though  the  necessary  fuel  be  available  in  the 
opened  cones,  it  follows  that  air  drj^ing  of  the  cones  may  mean  a 
considerable  economy  in  the  extracting  process.  It  is  conceivable 
that  since  at  least  temporary  storage  facilities  must  be  provided 
air  drying  may  be  continued  as  long  as  desired  without  any  material 
increase  in  cost  on  account  of  such  facilities. 

In  the  present  study  the  unit  of  drying  cost  must  be  the  heat 
actually  utilized,  with  a  small  allowance  for  the  fact  that  in  cold 
weather  a  little  more  heat  iriust  be  generated  than  in  warm  weather 
to  produce  the  same  kiln  conditions.  That  the  heat  actually  utilized 
is  a  fair  basis,  even  though  in  these  tests  the  percentage  of  utiliza- 
tion drops  steadily  as  drier  cones  are  treated,  will  be  indicated  by 
considering  that  in  a  practical  operation  this  decrease  might  readily 
be  balanced  by  treating  larger  masses  of  the  dry  cones.  The  limita- 
tion in  efficiency  of  a  hot  air  current  is  really  decided  by  the  amount 
of  moisture  which  it  accumulates.  The  heat  actually  utilized  has 
been  most  carefully  measured  in  these  tests,  which  is  an  additional 
reason  for  adopting  this  measure. 

The  kiln-drying  process  is  ordinarily  thought  of  merely  as  a 
process  of  extracting  water  from  the  cones.  This  is  undoubtedly 
the  main  consideration.  But  an  examination  of  Table  11  will  readily 
show  that  the  amount  of  heat  required  in  various  extractions  is  not 
proportionate  to  the  amount  of  drying  done  but  rather  increases 
markedly  for  each  unit  of  water  evaporated  as  the  number  of  such 
units  become  less.  (Fig.  15.)  It  is  also  greater  in  the  110°  F. 
extractions  of  Gunnison  cones  than  elsewhere.  These  phenomena 
are  so  striking  and  have  given  rise  to  so  much  speculation  on  the 
part  of  the  writer  and  so  great  an  effort  to  find  an  explanation  that 
it  would  be  desirable  to  discuss  the  matter  thoroughly  from  a  theo- 
retical standpoint  in  order  that  the  reader  might  have  more  confi- 
dence in  the  practical  bearing  of  the  results.  This,  however,  is  pre- 
cluded by  lack  of  space,  and  there  will  be  mentioned,  therefore,  but 
three  points  which  in  the  writer's  opinion  can  have  any  material 
bearing  on  the  results  presented. 


52 


TECHNICAL  BULLETIN 


DEPT.  OF  AGRICULTURE 


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PRODUCTION   OF  LODGEPOLE   PINE   SEED 


53 


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54         ll-ECHNIOALr  BULLETm  191,  tJ.  S.  DEP^P.  OF  AGMCULTUBE 

(1)  The  water  to  be  extracted  from  the  cones  is  not  entirely  free 
water.  After  a  certain  degree  of  dryness  is  reached — say,  at  about 
15  per  cent  moisture  content — the  remaining  water  is  held  in  a  very 
strong  bondage  and  behaves  unlike  liquid  water,  just  as  does  the 
residue  of  soil  water  when  the  soil  approaches  complete  dryness. 
If  the  drying  process  is  reversed,  very  dry  cone  material  being  im- 
mersed in  water,  it  is  found  that  considerable  heat  is  generated, 
which  may  be  called  "  heat  of  imbibition  or  absorption."  The 
amount  so  generated,  in  rough  tests  made  without  a  calorimeter,  ig 
perhaps  15  B.  t.  u.  per  pound  of  dry  cone  material  wet,  and  this  is 
only  a  small  fraction  of  the  amount  needed  to  explain  the  high  heat 
use  in  some  of  the  extractions.  Nevertheless,  the  existence  of  such 
a  factor  is  an  important  item  in  explaining  why  there  is  much 
greater  heat  use  when  cones  are  dried  to  a  low  moisture  content. 

(2)  The  second  point  concerns  the  allowance  for  radiation  from 
the  walls  of  the  kiln  between  the  points  where  the  temperatures  of 
the  hot-air  current  and  of  the  exhaust-air  current  are  recorded. 
Every  effort  has  been  made  to  determine  precisely  what  loss  of  heat 
occurs  with  the  current  of  air  passing  through  the  kiln,  but  with  no 
drying  being  done.  The  main  difficulty  is  to  duplicate  the  conditions 
which  exist  when  there  are  cones  in  the  kiln.  Therefore,  while  it  is 
believed  that  a  radiation  table  has  been  prepared  which  is  well  bal- 
anced for  different  temperature  conditions,  still  is  must  be  recog- 
nized that  the  radiation  is  a  large  factor  in  the  entire  heat  loss  and 
that  very  slight  changes  in  the  allowances  for  radiation  would 
greatly  affect  the  apparent  use  of  heat  in  the  drying  process. 

(3)  It  may  be  assumed  that  some  of  the  heat  is  used  in  obscure 
chemical  changes  in  the  cone  cells  and  in  the  seeds.  The  facts 
deduced  from  germination  data,  indicating  ripening  changes  in 
the  seeds,  both  when  the  cones  are  air-dried,  and  occasionally  when 
they  are  kiln  dried,  point  strongly  in  this  direction.  The  various 
lots  of  test  21  showed  original  germination  almost  directly  propor- 
tionate to  the  excess  heat  used  in  extracting  the  seed,  and  in  test  31, 
although  the  higher  temperature  treatments  did  not  show  the  greater 
excesses,  the  same  relation  of  heat  use  to  germinative  vigor  is  evi- 
dent. While  this  relation  can  not  be  followed  into  subsequent  tests 
without  involving  other  factors,  it  is  quite  evident  that  there  is  a 
close  relation  between  heat  use  and  seed  quality  in  green  cones. 

What  quantities  of  heat  may  be  involved  in  these  possible  chemi- 
cal changes  is  entirely  problematical,  though  it  does  not  seem  that 
they  could  be  consequential  unless  the  entire  cone  mass  were  affected.' 

PRACTICAL  RESULTS  OF  THE  DRYING  PROCESSES 

The  calorimetric  results  obtained  with  the  first  kiln  and  the 
Arapaho  cones  of  1912  are  not  considered  sufficiently  reliable  to  war- 
rant their  presentation  in  tabular  form,  although  the  values  obtained 
fall  mainly  within  the  range  of  values  established  later  by  more 
careful  methods.  A  brief  resume  will  suffice  to  show  the  situation 
existing  when  the  tests  of  1914  were  begun. 

The  quantity  of  heat  required  to  open  the  cones,  as  determined  by 
the  cooling  of  the  air  in  passing  through  the  cone  trays,  with  an 
allowance  for  the  radiation  loss  from  the  kiln  walls,  was  6,651 
B.  t.  u.  in  the  first  extraction  at  110°  F.,  and  18,289  for  the  entire 


PRODUCTION   OF   LODGEPOLE   PINE   SEED  55 

bushel  treated  at  three  different  temperatures.  This  total  value 
decreased  promptly  but  irregularly  in  later  tests  to  less  than  10,000 
B.  t.  u.  per  bushel  of  cones  and  reached  a  low  point  of  5,500  B.  t.  u. 
in  test  13  made  January  15,  1914,  13  months  after  the  first  extrac- 
tion. Considered  by  groups  of  five  tests  each,  the  first  group  had 
an  average  requirement  of  11,993  B.  t.  u.  per  bushel,  the  second  8,206, 
and  the  last  extractions  7,193  B.  t.  u.  It  is  thus  seen  that  after  air 
drying  the  cones  are  opened  with  a  much  smaller  utilization  of  heat, 
and  this,  in  a  practical  operation,  would  mean  that  a  greater  volume 
of  cones  could  be  treated  at  one  time. 

Individual  extractions  vary  widely  in  the  amount  of  water  evapo- 
rated in  the  artificial  drying  processes.  Considering  groups  of  re- 
sults large  enough  to  ol3scure  individual  variations,* the  first  five 
tests  required  on  the  average  ^  2,655  ±107  B.  t.  u.  per  pound  of  water 
evaporated,  the  next  five,  2,230  ±94,  and  the  last,  2,516  ±89.  One 
explanation  of  this  low  heat  use  in  the  second  group  is  the  fact  that 
from  the  time  of  test  5  to  that  of  test  10  the  cones  were  at  times 
being  wet  by  rains,  and  in  so  far  as  this  moisture  remained  in  the 
superficial  layers  it  is  conceivable  that  it  would  be  evaporated  more 
readily  than  that  deep  within  the  tissues. 

The  practical  results  obtained  in  the  various  extractions  of  Medi- 
cine Bow  and  Gunnison  cones  may  now  be  considered. 

In  Table  11  the  conditions  and  heat  computations  for  the  numerous 
extractions  in  the  1914  tests  have  been  given.  Table  12  sums  up  the 
heat  use  in  relation  to  seed  yields. 

It  is  to  be  expected  that  there  will  be  a  gradual  diminution  in  the 
heat  required  to  open  cones  as  they  become  more  and  more  affected  by 
air-drying.  Eeferring  to  Table  7,  which  shows  the  moisture  condi- 
tion of  the  cones  as  treated  at  different  periods,  it  is  seen  that  for 
Medicine  Bow  cones  between  tests  21'  and  23  there  was  a  loss  of 
moisture  by  air-drying  from  71.6  t*o  20.4  per  cent ;  this  is  accompanied 
by  a  decrease  of  more  than  one-half  in  heat  utilization.  Beyond  the 
third  extraction,  however,  the  decrease  in  heat  use  is  far  less  than 
the  decrease  in  the  amount  of  water  to  be  evaporated,  and  is  just 
about  equal  to  the  decrease  in  total  seed  yield,  including  that  obtained 
by  air-drying. 

Table  12  clearly  shows  that  the  110°  F.  extractions  of  Medicine  Bow 
cones  are  most  saving  of  heat ;  but  in  view  of  the  much  higher  yields 
of  good  seeds  at  140°,  it  is  felt  that  140°  is  actually  the  more  eco- 
nomical, if  the  original  cost  of  the  cones  be  properly  weighed. 

Extractions  of  Gunnison  cones  at  110°  F.  utilized  a  greater  amount 
of  heat  than  any  except  those  at  200°  and  produced  the  highest 
quality  seed;  but  as  nearly  one-fifth  of  the  limestone  cones  do  not 
open  at  this  temperature,  the  net  yield  is  low,  and  the  heat  required 
to  produce  1,000  seeds  is  20  per  cent  greater  than  at  140°,  where  prac- 
tically the  highest  yields  are  obtained. 

The  most  economical  period  for  extracting  both  types  of  seed  is 
that  which  produces  the  greatest  seed  yield,  or,  as  represented  by  tests 
23  and  33,  in  March,  about  160  days  after  the  end  of  September, 
when  cones  may  be  considered  ripe.     This  is  not  marked  enough, 

«  Arithmetic  moans  of  tho  results  of  nil  of  tho  extractions  in  these  tests  after  eliminat- 
ing from  first  and  second  groups  one;  Ijij-h  figure  whos*^  deviation  exceeds  three  times  the 
probable  error.     In  the  second  group  results  in  test  9  are  not  included. 


56  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 


however,  to  warrant  undertaking  extracting  operations  in  March  if 
that  month  should  happen  to  be  very  cold  and  undue  expense  would 
be  involved  in  generating  the  total  amount  of  heat  required.  It 
must  also  be  kept  in  mind  that  the  low  heat  use  at  this  period  in  the 
tests  has  not  been  clearly  explained. 

Table  12. — Heat  required  to  open  lodgepole  pine  cones  in  1914  testa  in  relation 
to  net  seed  fields  at  various  times  and  temperatures 


Medicine  Bow  cones 

Gunnison  cones 

Test  No. 

Kiln 
tem- 
pera- 
ture 

Heat 
units 
used! 

Good 
seeds  ob- 
tained » 

Heat 
units 
perM 
good 
seeds 

Test  No. 

Kiln 
tem- 
pera- 
ture 

Heat 
units 
used 

Good 
seeds  ob- 
tained i 

Heat 
units 
perM 
good 
seeds 

21               

[  110 

140 

1  170 

I  200 

B.  t.  u. 
12,467 
15, 116 
23,579 
19,956 

Number 
31, 638 
35,364 
44,301 
33,323 

B.  t.  u. 
394 
427 
532 
599 

31 

f  110 
J  140 
1  170 
I  200 

B.  t.  u. 
21,180 
19,780 
18,109 
17, 165 

Number 
20,182 
22,646 
20,048 
14, 159 

B.  t.  u. 
1,049 

873 

Total  or  av- 

903 
1,212 

Total  or  av- 
erage  

71, 118 

144,626 

S492 

76,234 

77,035 

*990 

32                   

22 

r  110 
1  140 
1  170 
(  200 

10,270 
11, 115 
10,546 
11, 774 

36,  779 
47,067 
41,944 
36,868 

279 
236 
251 
199 

f  110 

1  140 

1  170 

200 

11,  618 

7,225 

10, 172 

11,909 

22,369 
23,617 
21,  974 
19,490 

519 
306 

Total  or  av- 
erase 

463 
611 

Total  or  av- 
erage  

43,705 

162, 658 

3  269 

40,924 

87,450 

*468 

33- 

23 

f  110 
140 
170 
200 

5,412 
7,762 
6,185 
6,772 

44,565 
45, 982 
39,  525 
37,  591 

121 
169 
156 
180 

f  110 
140 
170 

I  200 

5,133 
6,502 
6,050 
8,339 

22, 152 
22,522 
24,962 
23,366 

232 
289 

Total  or  av- 
erage 

242 
357 

Total  or  av- 
erage  - 

26,131 

167,  663 

.    3  156 

26,024 

93,002 

3  280 

34 

24               

f  110 

1  140 

1  170 

200 

4,580 
6,973 
5,811 
6,734 

39,868 
38,287 
37,939 
32,  379 

115 
182 
153 
208 

f  110 

J  140 

1  170 

200 

6,069 
5,026 
7,103 
9,334 

19,004 
21,270 
24,222 
23,289 

319 
236 

Total  or  av- 
erase 

293 
401 

Total  or  av- 
erage.   

24,098 

148, 473 

3  162 

27,532 

87,785 

3  314 

35 



25        

f  110 
J  140 
1  170 
I  200 

4,653 
5,324 
5,300 
7,304 

33,026 
35,126 
34,856 
34, 957 

141 
152 
152 
209 

f  110 

1   140 

1  170 

200 

5,084 
5,631 
6,479 
7,515 

19,025 
22,699 
22, 359 
22,941 

267 
248 

Total  or  av- 
erage 

290 
328 

Total  or  av- 
erage.   

22,581 

137, 965 

3  164 

24,709 

87,024 

3284 

All 

All 

f  110 

140 

1  170 

I  200 

37, 382 
46,290 
61, 421 
52,540 

185, 876 
201,826 
198,  565 
175, 118 

3  201 
3229 
3  259 
3300 

{  110 
I   140 
1   170 
I  200 

49,084 
44,164 
47, 913 
54,262 

102, 732 

112,  754 

113,  565 
103,  245 

—J-    - 

3  478 
3  392 

3  422 
3  526 

1  For  tests  22  to  25,  figures  from  Table  11  were  increased  to  a  whole-bushel  basis  by  dividing  by  0.9062. 
'  Including  seeds  released  by  air-drying  only. 
» Algebraic  means. 

It  is  noteworthy  that  although  test  23  represents  the  lowest  aver- 
age heat  utilization  by  the  Medicine  Bow  cones,  extractions  at  140° 
and  170°  F.  produced  slightly  better  utilization  in  test  25.  This  is 
in  line  with  the  fact  previously  pointed  out  that  the  higher  tem- 
peratures become  increasingly  effective  as  the  cones  become  drier. 
Extractions  of  Gunnison  cones  at  140°  took  the  least  heat  in  test 
34;  at  170°  the  low  level  was  reached  in  test  33.  Test  33,  at  170°, 
produced  the  highest  individual  seed  yield  for  the  Gunnison  cones. 


PRODUCTION    OF   LODGEPOLE   PINE    SEED  57 

The  practical  results  of  these  tests  may,  then,  be  summed  up  as 
follows : 

Air  drying  under  ideal  storage  conditions  may  in  the  course  of 
six  months  reduce  the  moisture  content  of  the  choicest  fresh  cones  by 
about  70  per  cent  of  the  original  amount  and  thereby  reduce  by  fully 
one-half  the  heat  required  to  complete  their  opening.  A  maximum 
temperature  in  the  kiln  of  about  140°  F.  is  all  that  is  required  while 
the  cones  contain  good  "  life."  Beyond  this  period  drying  of  fresh 
cones  goes  on  much  more  slowly.  The  cones  become  hardened  and 
soon  do  not  contain  enough  moisture  to  show  a  sharp  reaction  when 
the  moisture  is  removed,  so  that  higher  temperatures  have  to  be  used. 
It  may  well  be  said  that  the  best  temperature  is  the  lowest  that  will 
open  the  cones  effectively,  time  being  a  consideration.  Medicine 
Bow  and  Gunnison  cones  were  very  different  in  this  respect,  in  that 
the  former  never  failed  to  respond  quite  well  to  the  low  temperatures. 

Everything  considered,  storage  for  six  to  nine  months  produces 
the  largest  yields  of  seed,  of  the  best  quality,  and  at  the  least  ex- 
pense of  artificial  heat.  The  amount  of  artificial  heat  required  may 
be  taken  as  an  index  of  the  speed  of  operation  as  well  as  of  the  total 
expense. 

Cones  that  are  for  any  reason  more  poorly  developed,  like  those 
grown  on  limestone  soil  on  the  Gunnison  Forest,  differ  mainly  in 
requiring  higher  temperatures  for  their  effective  opening,  except 
possibly  while  fairly  fresh. 

GERMINATION  OF  LODGEPOLE  PINE  SEED 

THE  METHOD  OF  GERMINATION  TESTS 

SOIL,  TEMPERATURE.  AND  WATER 

Since  a  test  of  the  viability  of  the  seed  is  necessary  for  any  conclu- 
sion as  to  the  real  value  of  a  seed  crop  or  method  of  treatment  of  the 
crop,  germination  tests  must  be  frequent  in  such  a  study  as  this,  and 
the  manner  in  which  they  are  made  is  of  no  small  importance.  The 
subject  is  extremely  large  and  complex,  and  various  seed-testing 
methods  have  been  widely  discussed.  In  defense  of  the  method  ap- 
plied in  this  work  it  may  be  said  that  it  has  the  justification  of 
being  natural  and  practical;  natural  in  the  sense  that  the  medium, 
sand,  is  the  natural  habitat  ^  for  seed,  and  that  the  daily  range  of 
temperatures  and  the  absolute  temperatures  are  similar  to  those  oc- 
curring in  lodgepole  pine  sites;  practical,  in  that  the  manipulation 
of  the  tests  is  much  simpler  in  sand  flats  than  under  more  artificial 
conditions,  and  also  because  the  results  are  perhaps  indicative  of 
the  seed  values  for  nursery  or  field  use.  By  this  method  germina- 
tion is  more  than  a  mere  showing  of  life  in  the  seed — the  seedling 
must  at  least  have  vigor  enough  to  push  to  the  surface. 

The  main  features  of  the  method  chiefly  used  in  connection  with 
this  study  were  described  by  the  writer  in  1913  (i) ,  but  since  then  some 
refinements  and  additional  data  make  it  desirable  to  describe  anew 
the  entire  process  so  far  as  it  relates  to  tests  with  lodgepole  pine. 

'  In  considering  the  difference  between  sand  and  blotting  paper,  for  example,  the  chemi- 
cal roactlonb  of  the  two  mediums  may  be  of  some  small  moment.  The  sand  medium  will 
usually  show  an  acid  reaction,  to  which  the  pines  are  partial,  at  least  in  their  later 
growth,  while  it  is  to  be  expected  that  blotting  paper  will  be  alkaline  or  nearly  neutral. 
No  doubt  the  reaction  of  the  water  (or  splUtion)  will  have  appreciable  effect  on  its  rate 
of  absorption  by  the  seed, 


58  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 

As  the  small  greenhouse  designed  for  these  tests  was  not  equipped 
with  artificial  heat  until  November,  1911,  the  preliminary  work  for 
the  first  year  was  done  under  a  natural  or  practically  uncontrolled 
range  of  temperatures.  It  was  not  difficult  to  keep  the  minimum 
temperatures  above  freezing,  although  at  times  they  went  below  40° 
F.,  but  there  was  less  control  of  the  maximum  air  temperatures, 
which  in  August  averaged  100°.  A  daily  range  of  air  temperatures 
from  50°  to  85°  was  soon  decided  upon,  to  be  controlled  as  needed 
by  means  of  artificial  heat  at  night  and  curtains  in  the  daytime. 

After  a  period  of  observations  in  which  the  extremes  of  air  tem- 
perature, 60°  and  85°  F.,  had  been  compared  with  the  maxima  and 
minima  in  the  soil,  the  temperature  range  ]^vas  controlled  according 
to  the  soil  temperatures,  beginning  in  November,  1913.  It  was  found 
that  at  a  depth  of  1  inch  in  the  sand  the  daily  range  was  about  15° 
less  than  that  of  the  air  in  the  greenhouse.  Consequently,  the  new 
standard  adopted  permitted  a  maximum  each  day  of  77.5°,  and  a 
minimum,  usually  occurring  in  the  early  morning,  of  57.5°.  It  was 
thought  that  in  this  manner  the  actual  temperatures  experienced  by 
the  germinating  seed  would  be  made  more  closely  comparable  for 
days  when  sunlight  supplied  the  heat,  and  days  in  which  the  entire 
Avarming  process  must  be  through  warming  of  the  air,  and  thence 
the  soil,  by  artificial  heat.  However,  because  of  the  more  sustained 
effect  of  artificial  heat,  it  is  more  equable  that  when  sunlight  is  not 
available  the  maximum  should  fall  somewhat  short  of  77.5°,  and 
this  not  infrequently  happens  because  of  physical  limitations  of  the 
greenhouse  equipment. 

Later  observation  over  a  period  of  80  days  showed  that  when  a 
maximum  temperature  of  77.5°  F.  is  attained  at  a  depth  of  1  inch, 
the  corresponding  temperature  0.25  inch  below  the  surface,  where 
the  seeds  lie,  is  5.7°  higher  on  the  average.  The  minimum  at  0.25 
inch  depth,  however,  is  only  0.5°  lower  than  that  of  the  deeper  soil. 
The  actual  range  of  temperatures  experienced  by  the  seed  under  the 
standard  air  temperatures  is,  therefore,  57°  to  83.2°. 

Most  of  the  space  in  the  greenhouse  was  occupied  until  1918  by  a 
bench  partitioned  into  tills,  each  approximately  1  foot  square  and 
4  inches  deep.  (PI.  1,  C.)  This  gave  fairly  uniform  conditions  for 
conducting  165  synchronous  tests,  with  some  variations,  which  will 
be  mentioned  later.  A  movable  bench  of  25  square  feet  capacity  was 
then  constructed,  separate  tills  instead  of  built-in  sections  being  used 
thereon. 

The  material  used  in  all  recent  soil  tests  has  been  a  granitic  sand 
fairly  free  of  both  humus  and  clay,  obtained  by  passing  the  native 
granitic  gravel  of  the  region  through  I/4 -inch-mesh  hardware  cloth. 
The  sand  was  taken  from  a  deep  excavation,  where  it  was  thought 
few  spores  or  mycelia  of  parasitic  fungi  would  have  penetrated. 
That  this  idea  was  sound  is  shown  by  the  fact  that  in  10  years  there 
have  been  not  over  half  a  dozen  outbreaks  of  damping-off  in  the 
testing  tills,  and  these  were  confined  to  single  seed  lots,  the  spores 
probably  having  been  brought  in  with  the  seed.  Probably  because  of 
this  factor  the  sand  medium  was  found  generally  to  induce  higher 
germination  than  a  loamy  soil.  The  slightly  acid  reaction  of  the 
granitic  and  (pH  about  6.0)  probably  has  a  stimulating  effect  on 
lodgepole  pine  germination,  as  it  does  later  on  growth. 


PRODUCTION"   OF  LODGEPOLE   PINE   SEED  59 

At  first  one-half  of  an  inch  covering  of  sand  was  used  for  all  seeds, 
but  this  was  quickly  changed  on  evidence  that  it  materially  retarded 
germination,  especially  of  the  small  seeds  of  spruce  and  lodgepole 
pine.  The  standard  covering  of  one-fourth  of  an  inch  was  adopted, 
wath  this  provision — that  where  the  thickness  of  the  seed  is  itself  a 
large  proportion  of  this  depth  the  seed  will  be  pressed  in  flush  with 
the  surface  before  the  covering  soil  is  applied. 

The  exact  control  of  watering  has  never  been  considered  either 
feasible  or  necessary.  It  has  seemed  best  to  compensate  for  varia- 
tions in  weather  conditions  merely  by  varying  the  morning  watering 
according  to  the  prospective  weather,  and  if  this  fails  to  keep  the 
soil  surface  apjDreciably  moist  to  supplement  it  by  a  watering  later  in 
the  day.  Considerable  faith  is  pinned  to  this  method  because  of 
the  loose  character  of  the  soil,  the  freedom  of  drainage  both  through 
the  soil  and  the  bench  floor,  and  the  lack  of  any  tendency  toward 
sourness  or  moldiness.  Only  in  1915  was  there  discovered  any  evi- 
dence of  bad  effects  from  overwatering. 

During  a  temperature  test,  described  later,  samples  of  the  sand 
in  the  tills  were  taken  daily  to  determine  moisture  content.  Moisture 
was  found  to  vary  by  slow  changes  from  6  to  12  per  cent.  The  higher 
figure  is  possibly  a  little  too  much  moisture  for  the  best  results.  Any 
value  between  6  and  10  per  cent  would  probably  insure  highly  avail- 
able moisture  and  complete  aeration.  Variations  within  this  range 
would  only  have  a  negligible  influence. 

PREPARATION  AND   TESTING   OF  THE  SAMPLE 

The  lots  of  seed  obtained  in  experiments  such  as  those  described 
rarely  exceed  0.5  to  1  pound  in  weight.  These  lots  are  first  freed 
of  long  needles,  seed  wings,  or  other  foreign  matter  which  would 
tend  to  bind  the  seeds  together.  In  this  condition  the  total  roughly 
cleaned  weight  is  determined. 

A  small  sample  of  500  seed  is  counted  and  accurately  weighed,  all 
foreign  matter  being  carefully  removed,  as  well  as  broken  and  hollow 
seeds  when  it  appears  certain  that  these  can  not  germinate.  From 
the  weights  thus  taken  it  is  possible  to  determine  the  number  of 
clean  seed  per  pound,  as  well  as  the  purity  percentage  of  the  seed 
lot,  and  the  total  number  of  seeds  therein. 

The  500  seeds  are  then  ready  to  be  sown.  A  section  or  till  is 
somewhat  loosely  but  evenly  filled  with  slightly  moist  sand,  which  is 
pressed  down  one-fourth  of  an  inch  below  the  top  of  the  till  with  a 
specially  constructed  block,  leaving  the  soil  surface  smooth  and 
slightly  compacted.  The  500  seeds  are  distributed  evenly  over  this 
surface  or,  if  they  are  large  (more  than  about  2  millimeters  thick), 
embedded  with  the  pressing  block.  Loose,  dry  sand  is  then  placed 
over  them,,  level  with  the  top  of  the  till.  By  this  means,  unless 
erosion  of  the  surface  occurs,  a  uniform  covering  of  the  seeds  is 
assured  even  though  the  sand  in  the  till  should  settle  somewhat 
unevenly  from  repeated  watering. 

The  tills  are  immediately  watered.  Thereafter  they  are  observed 
and  watered  each  morning.  When  seedlings  begin  to  appear,  after 
7  to  15  days,  the  sand  is  watered  and  eruptions  on  the  surface  are 
"  melted  down  "  before  the  seedlings  are  counted  and  removed.  The 
tally  of  each  till  is  made  from  day  to  day. 


60  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 

This  method  is  designed  to  give  the  total  number  and  germinable 
number  of  seeds  in  the  entire  sample  or  per  pound.  Because  of  the 
difficulty  of  obtaining  a  perfectly  true  sample  either  for  weight  or 
germinability,  and  because  these  two  things  usually  vary  in  the  same 
direction,  a  short-^3ut  method  is  possible  which  promises  less  variable 
results.  Instead  of  a  fixed  number  of  cleaned  seed,  a  known  weight 
of  uncleaned  seed  may  be  sown,  the  result  being  stated  as  so  many 
germinable  seeds  per  gram.  This  figure  will  probably  be  found  less 
variable  in  successive  samples  than  any  other  measure  of  germina- 
bility. At  least  the  method  guarantees  numerous  samplings  for 
weight  as  well  as  for  germinability,  and  is  recommended  for  use  in 
investigations  in  which  it  is  possible  to  get  away  from  the  stereo- 
typed expressions  of  "germination  percentage."  When  there  is  a 
time  element,  with  opportunity  for  the  entire  seed  lot  to  gain  or  lose 
weight  through  moisture  changes,  it  is,  of  course,  necessary  to  keep 
track  of  such  changes. 

THE  GERMINATION  PERIOD 

For  practical  purposes  seed  which  germinates  promptly  has  much 
greater  value  than  that  which  responds  slowly  to  favorable  heat  and 
moisture.  Nature  being  quite  relentless  in  such  matters,  especially 
in  a  region  with  a  dry  atmosphere  which  quickly  desiccates  the  soil 
surface,  it  follows  that  seeds  whose  vigor  permits  them  to  ger- 
minate on  the  moisture  of  a  single  rain  have  a  much  greater  chance 
of  success  and  a  much  greater  value  in  reproduction  than  those  which 
perhaps  have  only  begun  to  swell  when  their  seed  bed  becomes  dry. 

It  is  recognized  that  the  seed  of  each  species  has  its  characteristic 
germinating  time  and  rate,  and  the  differences  between  climatic 
varieties  of  the  same  species  are  equally  marked.  Therefore,  there 
is  a  tendency  in  seed  testing  to  set  aside  a  limited  period  for  a  show- 
ing of  energetic  germination  and  to  consider  the  germination  occur- 
ring after  that  period  as  of  little  or  no  practical  value. 

Wiebecke  {iX)  writing  in  1910  of  experience  with  Scotch  pine 
(Firms  sylvestris)  in  Europe,  and  referring  to  germination  upon 
strips  of  moist  flannel  or  blotting  paper,  which  is,  of  course,  more 
rapid  than  in  soil,  says : 

The  practical  working  out  of  several  thousand  germination  experiments  at 
Eberswalde  has  confirmed  the  opinion  of  Haacli  that  in  the  case  of  fresh  seed 
from  good  cones  all  the  really  useful  seeds  have  germinated  in  seven  days. 

The  relative  "  germinative  energy  "  of  any  particular  lot  of  seed,  or 
the  period  required  for  the  germination  of  the  more  vigorous  and 
prompt  portion,  may  be  expressed  in  several  ways  with  reference  to 
other  seeds.  Perhaps  the  commonest  and  least  arbitrary  method  is 
to  give  the  number  of  days  required  by  the  seed  to  produce  one-half 
of  its  possible  germination.  This  number  is  called  the  "  rapidity 
factor."  The  objectionable  feature  in  the  use  of  this  term  is  that  the 
rapidity  factor  can  not  be  given  until  a  very  long  period  has  elapsed 
to  bring  out  the  complete  germination. 

Other  means  of  expressing  the  energy  or  real  value  of  the  seed 
require  that  the  percentage  of  germination  in  some  limited  period 
shall  itself  delimit  the  quality  of  the  seed,  or  that  this  amount  in  a 
limited  period,  expressed  as  a  ratio  to  the  germinative  capacity,  shall 
show  the  proportion  of  vigorous  seeds.     The  period  of  energetic 


PRODUCTION   OF   LODGEPOLE   PINE   SEED  61 

germination  must  then  be  decided  upon.  In  the  present  study  an 
analytical  method  of  determining  this  period  was  used  with  lodge- 
pole  pine,  as  with  other  species,  with  a  certain  arbitrary  basis.  The 
records  of  a  number  of  tests  were  analyzed  on  the  premise  that  the 
energetic  germination  should  be  considered  to  have  ceased  when,  in 
the  test  of  500  seeds,  the  number  of  seedlings  appearing  was  less 
than  4  in  two  consecutive  days,  or  less  than  an  average  of  0.4  per  cent 
per  day  for  two  consecutive  days. 

From  40  tests  of  lodgepole  pine  which  were  available  for  analysis 
in  1913,  it  was  found  that  the  period  in  which  the  germination  rate 
exceeded  0.4  per  cent  per  day  varied  from  20  to  45  days,  with  an 
average  of  about  31  days.  This  period  was  therefore  adopted  at  that 
time  as  the  standard  period  for  testing  seed  lots  which  had  no  re- 
search value  and  as  a  basis  for  comparing  seed  lots  of  an  experi- 
mental nature.  At  the  same  time  it  was  recognized  that  to  approach 
a  measure  of  germinative  capacity  at  least  twice  the  energy  period 
should  be  allowed,  or  62  days. 

More  complete  information  shows  that  the  germinating  rate  has 
not  commonly  dropped  to  0.4  per  cent  per  day  until  40  to  50  days 
after  sowing;  that  the  germination  of  lodgepole  pine  may  some- 
times continue  for  100  days  or  more  under  the  greenhouse  conditions 
and  may  be  spread  over  two  growing  seasons  in  the  field. 

From  the  data  to  be  presented  in  the  following  pages  it  will  be 
seen  that  the  actual  value  of  seed  for  sowing  depends  as  much  upon 
the  field  conditions  as  upon  the  quality  of  the  seed,  so  that  any 
attempt  to  define  seed  quality  except  in  the  simplest  terms  is  futile. 
For  contrasting  the  energy  of  lodgepole  pine  seed  from  different 
localities,  or  for  investigating  the  effect  of  a  treatment  upon  the  en- 
ergy of  the  seed,  the  germination  occurring  in  a  period  of  31  days 
will  serve  as  well  as  any  other  criterion,  but  for  most  other  pur- 
poses at  present  the  final  germination  is  best  used. 

CRITICAL  STUDY  OF  THE  TEMPERATURE   FACTOR 

In  the  present  study,  since  relative  germination  rates  and  amounts 
have  such  an  important  bearing  on  the  conclusions,  it  is  desirable 
to  know  whether  the  standard  temperature  conditions  described  in 
earlier  paragraphs  are  natural  for  lodgepole  pine  in  the  sense  of 
being  nearly  optimum  and  capable  of  bringing  out  a  large  proportion 
of  the  possibly  viable  seed  within  the  time  allowed.  The  question 
arises  naturally  from  the  fact  that  throughout  the  tests  final  ger- 
mination values  of  about  70  per  cent  are  the  rule.  If  other  ger- 
mination conditions  might  have  produced  markedly  higher  germina- 
tion, then  it  may  be  questioned  whether  even  the  comparative  values 
for  different  seed  lots  are  to  be  relied  upon. 

The  first  test  of  the  arbitrarily  selected  greenhouse  temperatures  was 
made  in  the  spring  of  1917,  while  the  large  area  of  tills  was  still  in 
use,  and  included  Douglas  fir  and  western  yellow  pine,  as  well  as 
lodgepole  pine.  Each  test  covered  an  entire  cross  section  of  the 
bench,  or  five  tills,  500  seeds  being  sown,  as  usual,  in  each  of  these. 
The  entire  space  used,  comprising  75  tills,  was  centrally  located  in 
the  greenhouse,  so  that  local  temperature  variations  should  not  have 
had  any  appreciable  influence  on  the  results. 


62  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  13. — Summary  of  tcmperature-penmnation  tests  of  tree  seeds  in  1917, 
the  daily  range  of  tem^peratures  heing  stepped  up  10°  F.  each  10  days  wlien 
«,  neto  test  was  started  ^ 


10-day 
average 
temper- 
ature range 
at  start  of 
test 

Mean 
relative 
growth 
value  of 
tem- 
pera- 
tures 2 

Germination  of  lodgepole  pine 

Germination  of 
Douglas  fir 

Germination  of 
western  yellow  pine 

Test  No. 

Start- 
ing 
time 

Total 

Total, 
35  days 

Value 
ofa:» 

Start- 
ing 
time 

Total  ger- 
mination 

Start- 
ing 
time 

Total  ger- 
mination 

1 — - 

2..-, 

op 

37. 1-49.  7 
42. 1-63. 4 
52.  6-72.  8 
62. 0-82. 8 
71.  9-92. 8 

1.17 
1.77 
2.58 
3.80 
5.53 

Days 

23 

17 

10 

6 

6 

P.ct. 

74.84 
79.32 
80.64 
78.72 
75.40 

P.ct. 
69.8 
71.9 
75.8 
72.5 
67.0 

P.ct. 
9.41 
6.59 
5.17 
4.11 
3.46 

16 
8 
6 
5 

P.ct. 
84.32 

83. 08 
77.88 
79.44 
73.12 

Days 
53 
43 
3  33 
39 
32 

Days 

24 

18 

10 

6 

5 

P.ct. 
34.04 
37.12 
34.04 
36.40 
38.16 

Days 
47 
36 

3               

35 

4 

37 

<  37 

1  A  total  of  2,500  seeds  were  used  in  each  test. 

2  See  reference  in  text  to  Van't  HolT-Arrhenius  principle.    The  growth  value  of  40°  F.  is  considered  unity. 
8  Between  27  and  32  days  no  germination,  followed  by  2  stragglers. 

« 1  additional  seed  germinated  on  the  fifty -third  day. 

The  plan  followed  was  to  sow  five  lots  of  each  species  simulta- 
neously, maintaining  a  given  range  of  temperatures  for  10  days,  a 
period  in  which,  at  the  ordinary  temperatures,  germination  of  lodge- 
pole  pine  is  almost  invariably  begun.  Following  this,  another  set 
of  samples  for  each  siDCcies  was  sown,  with  the  daily  maximum  and 
minimum  temperatures  of  the  greenhouse  each  increased  by  10°  F. 


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FiGUEB  16. — Germination  of  lodgepole  pine  seed  in  1917 
from  successive  sowings  with  temperatures  increasing 
first  40  days 

In  all,  ?iYQ  sets  of  samples  for  each  species  were  sown  successively 
at  10-day  intervals,  and  the  temperatures  changed  from  an  initial 
daily  range  of  32°  to  52°  up  to  72°  to  92°.  The  first  seed  sown  thus 
experienced  total  temperature  ranges  of  60°  or  more  within  40  days 
of  sowing;  the  second  lot  50°;  the  third,  40°;  and  the  last  only 
slightly  more  than  20°.  The  actual  mean  maxima  and  minima  are 
shown  in  Table  13.    These  were  not  quite  as  planned;  the  tempera- 


PRODUCTION   OF  LODGEPOLE   PINE   SEED 


63 


ture  of  32°  was  attained  only  once  in  the  first  10  days,  and  the 
maxima  were  accordingly  reduced  to  give  a  mean  of  about  43°. 

To  determine  an  optimum  temperature  for  germination,  one  would 
naturally  carry  through  individual  tests  at  fixed  temperatures  or  at 
temperatures  within  a  given,  narrow  range,  but  this  plan  was  not 
practicable  in  1917,  if  even  partially  synclironous  tests  were  to  be 
made.  Nevertheless,  the  1917  tests  brought  out  facts  of  value.  In 
Table  13  is  presented  a  brief  summary  of  these  tests  and  in  Figure 
16  the  progress  of  germination  for  lodgepole  pine  may  be  seen  in 
detail.  The  results  will  be  considered  in  connection  with  those  ob- 
tained later  in  1922,  when  an  incubator  and  a  cool  cellar  made  it 
possible  to  conduct  tests  at  fairly  even  temperatures  of  50°,  60°,  70°, 


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B.8% 

/ 

'^ 

/ 

total 

TEMPE 
S 

f 

A 

■y.,. 

% 

/ 

cor 

JSTANT  TEN 
7971 

^PERATURE 

j 

/ 

I       f 
1 
1       / 

1 

/ 

1 J 

CONSTANT  TEMPERATURE  797IT 
"*                AFTER  AO  DAYS 

1            1 

f/ 

CONSTANT 

1 

temperature: 

TE 

CONSTANT 

.MPERATUR 

69.96°F 

/ 

-^14.0  % 

/ 

-i> 

_^,a 

0% 

I 

?A 

'^ 

^CONS 

tant  temp 

52.67- F 

ERATURE 

Figure  17. — Cumulative  gernrination  of  lodgepole  pine 
Beed  at  various  temperatures  based  upon  500  seeds 
sown  in  each  test 

and  80°   F.,  or  at  least  with  only  minor  fluctuations   from  these 
standards. 

Each  of  the  four  1922  tests  was  made  with  500  carefully  selected 
seeds  of  each  species,  in  small  iron  pans  filled  with  sand  and  brought 
daily  to  a  10  per  cent  moisture  content,  or  about  the  average  main- 
tained in  the  greenhouse.  At  the  same  time  a  test  was  made  in  the 
greenhouse  under  the  standard  conditions.  In  Table  14  is  given  a 
summary  of  these  even-temperature  and  regular  greenhouse  tests. 
Figure  17  shows  the  cumulative  germination,  departing  from  the 
usual  practice  of  showing  current  daily  amounts  because  of  the 
importance  of  the  final  totals.  In  both  series  of  tests  it  seems 
desirable  to  compare  lodgepole  with  other  species  in  the  tabular 
data. 


64  TECHNICAL  BULLETIN"  191,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  14. — Summary  of  temperature-germindtion  tests  of  tree  seeds  in  1922 
under  varied  temperature  conditions 


Test 
No. 

Temperature  conditions 

Lodgepole  pine 

Western  yellow  pine 

Start 

Total  germi- 
nation 

Energy 

Start 

Total  germi- 
nation 

Energy 

1 

Daily  range  57.2°  to  78.1°,  1  inch  in 
soil                     ._  . 

Days 

7 

8 
11 
17 
34 

Days 
152 

111 
151 
111 
115 

Per  cent 
93.4 

<69.4 

<86.8 

22.6 

18.0 

Per  cent 
69.3 

6.8 
8.8 
4.6 
0.0 

Days 
6 

5 
8 
14 
25 

Days 
131 

100 
40 
111 
115 

Per  cent 
99.0 

98.4 
99.4 
50.8 
61.4 

Per  cent 

84.6 

? 

79. 7°  steady  temperature.    Dropped 
few  minutes  each  day 

92.1 

3 

70°,  increased  to  80°  after  40  days  »... 
58.8°.    Steady  rise  from  53.6°  to  63.2°. 
52.7°.    Steady  rise  from  43.2°  to  55.8°. 

97.4 

4. 

6. 



19.6 
0.2 

Test 
No. 

Temperature  conditions 

Douglas  fir 

Engelmann  spruce 

Start 

Total  germi- 
nation 

Energy 

Start 

Total  germi- 
nation 

Energy 

1 

Daily  range  57.2°  to  78.1°,  1  inch  in 
soil                                           

Days 

6 

9 

13 

29 

Days 
28 

28 

33 

106 

114 

Per  cent 
75.6 

63.0 
73.0 
69.4 
36.8 

Per  cent 
74.2 

62.8 

72.4 

47.0 

0.0 

Days 
6 

6 

7 

11 

27 

Days 
28 

30 
40 
95 
112 

Per  cent 
56.8 

54.2 
51.4 
43.2 
26.2 

Per  cent 

56.6 

? 

79. 7°  steady  temperature.    Dropped 
few  minutes  each  day 

54.0 

3 

70°,  increased  to  80°  after  40  days  ^ 

58.8°.    Steady  rise  from  53.6°  to  63.2°. 
52.7°.    Steady  rise  from  43.2°  to  55.8°. 

51.2 

4. 
5- 

36.4 
0.0 

'  A  total  of  500  seeds  were  used  in  each  test;  moisture  standardized. 

2  Amount  in  usual  period  for  species. 

3  Only  lodgepole  pine  was  carried  past  40  days,  the  other  species  having  completed  germination. 
*  The  germination  in  40  days  was  14.2  per  cent  in  test  2  and  14  per  cent  in  test  3. 

In  1917  the  lodgepole  seed  germinated  best,  considering  both 
promptness  and  final  germination,  in  test  3  starting  at  temperatures 
52°  to  72°  F.,  increasing  in  10  days  to  62°-82°  and  at  20  days  to 
72 — 92°.  Vigorous  germination  started  just  at  the  time  of  the  first 
increase  in  temperature,  showing  as  in  tests  1  and  2  that  the  tem- 
perature 52°-72°  causes  a  good  deal  of  activity. 

Tests  1  and  2,  starting  at  lower  temperatures,  show  hardly  less 
spontaneity  once  germination  was  started,  but  the  lower  final  figures 
suggest  the  loss  of  a  small  percentage  during  the  period  of  low  tem- 
peratures. Test  4,  starting  at  62°-82°  F.,  is  also  vigorous  at  the  out- 
set, but  appears  to  be  somewhat  depressed  by  the  highest  tempera- 
tures attained.  Test  5  started  at  72°-92°,  and  experiencing  only 
slight  variations  from  this  standard,  is  sluggish,  the  more  rapid 
germination  being  spread  over  a  period  of  nearly  30  days.  Evi- 
dently this  temperature  scale  is  a  little  too  high. 

Since  it  is  fairly  evident  that  lodgepole  pine  germination  is  bene- 
fited by  a  wide  range  of  temperatures,  the  thought  might  occur  that 
a  part  of  the  seeds  find  one  temperature  just  right,  another  quota 
prefer  a  higher  temperature,  and  so  on,  in  much  the  same  way  that 
some  of  the  cones  are  opened  at  air  temperatures,  others  at  120°  F., 
and  still  others  only  at  160°  or  200°.  This  may  be  true  to  some  ex- 
tent, but  hardly  describes  the  situation  fully,  although  in  the  tests 
of  1922  the  aggregate  germination  at  the  two  constant  temperatures 
of  58.8°  and  79.7°  was  just  about  equal  to  that  of  seeds  which  expe- 
rienced the  daily  range  from  57.2°  to  78.1°.  It  may  better  be  said, 
however,  that  lodgepole  pine  seeds  in  general  demand  more  or  less 
heating  and  cooling  for  the  rapid  absorption  of  moisture  and  the 


PEODUCTION    OF   LODGEPOLE    PINE    SEED  65 

chemical  changes  which  precede  germination,  and  this  apparent 
requirement  is  no  doubt  linked  up  with  the  habit  of  the  species  of 
reproducing  in  the  open  places,  and  at  high  altitudes  where  the  daily 
range  of  temperature  is  extremely  great. 

In  order  further  to  show  the  importance  of  specific  temperatures 
in  the  germinating  process  of  lodgepole  pine  as  contrasted  with  the 
effect  of  rapidly  fluctuating  temperatures,  it  is  desirable  to  examine 
the  germination  records  in  a  statistical  manner.  The  Van't  Hoff- 
Arrhenius  principle,  as  described  by  Livingston  and  Livingston  (9), 
which  refers  to  chemical  reactions  and  is  sometimes  applied  to  the 
reactions  which  control  vegetative  growth,  suggests  that  the  vegeta- 
tive activity  of  plants  should  double  in  rate  for  each  increase  of 
10°  C,  or  18°  F.,  above  a  starting  point  of  40°  F.  If  in  the  present 
instance  the  unit  rate  of  growth,  a?,  is  considered  to  be  the  percentage 
of  germination  which  might  result  from  10  days'  exposure  in  a 
moist  soil  at  40°  F.,  then  for  a  similar  period  at  58°  a  germination 
amounting  to  2co  may  be  expected,  at  76°,  4a?,  etc.  By  means  of  a 
graph  the  expected  rates  corresponding  to  any  of  the  maximum  and 
minimum  temperatures  in  these  tests  may  be  found,  and  without  too 
great  an  error  the  rate  of  germination  may  be  assumed  to  be  the 
mean  of  the  maximum  and  minimum  possible  rates  for  each  10-day 
period.  Although  in  the  1917  tests  no  germination  appeared  above 
ground  until  the  twenty-third  day,  when  the  temperatures  had  risen 
to  52°-72°,  it  must  be  assumed  that  the  lower  temperatures  preced- 
ing had  had  an  influence  on  the  vigorous  germination  appearing 
after  the  twentj^-third  day.  The  sum  of  the  influences  affecting  the 
germination  of  the  first  test,  for  the  first  35  days,  may  be  expressed 
by  the  equation — 

1.17a?  +  1.77a?+2.58a^+^^=69.8  per  cent 

a? =9.41  per  cent 

In  other  words,  if  the  principle  of  doubled  activity  for  each  18° 
increase  is  properly  applied  to  this  form  of  vegetative  growth,  then 
in  10  days  at  a  temperature  of  40°  F.  there  have  really  been  accom- 
plished changes  equivalent  to  the  germination  of  over  9  per  cent  of 
the  seed.  The  value  of  x  should  also  be  found  the  same  by  consider- 
ing the  conditions  and  results  of  each  of  the  tests.  The  important 
thing  is  not  the  absolute  value  of  x  but  the  fact  that  as  computed 
for  Table  13,  using  for  each  test  the  germination  occurring  in  35 
days,  the  value  of  x  is  highest  in  the  test  started  at  a  low  tempera- 
ture and  steadily  decreases  as  the  low  temperatures  are  departed 
from.  This  does  not  in  itself  give  proof  of  the  point  on  which 
information  is  desired,  since,  considering  only  the  first  35  days  of 
the  tests,  Nos.  1  and  2  each  experienced  a  total  temperature  range  of 
about  50°,  while  the  later  tests  went  through  smaller  and  smaller 
total  ranges.  Only  the  comparison  of  the  first  and  second  tests  is 
valid,  therefore,  as  to  the  relative  values  of  different  temperatures, 
but  this  comparison  seems  to  prove  that,  at  least  relative  to  the 
assumptions  of  the  Van't  Hoff-Arrhenius  principle,  the  response  of 
lodgepole  pine  seed  is  more  vigorous  to  the  lower  scale  of  tempera- 
tures.   There  is  scarcely  any  doubt,  both  from  this  and  the  direct 

110505°— 30 5 


66  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 

consideration  of  the  curves  of  Figure  16,  that  maximum  temperatures 
beyond  82°  are  somewhat  inhibitory. 

For  further  clarification  of  this  subject  the  data  obtained  in  1922 
with  fluctuating  temperatures  and  several  constant  temperatures  may 
now  be  considered. 

Although  the  tests  were  made  in  1917  with  lodgepole  pine  seeds 
from  a  Wyoming  forest,  and  those  in  1922  with  seeds  obtained  near 
Gunnison,  Colo.,  the  germination  quantities  are  evidently  of  about 
the  same  magnitude  in  the  two  periods.  Under  the  regular  seed- 
testing  conditions,  in  1922,  with  a  mean  daily  range  from  57.2°  to 
78.1°  F.,  as  in  test  1,  the  value  of  x  for  lodgepole  pine  was  6.44  for 
the  first  35  days.  This,  it  will  be  seen,  corresponds  closely  to  that 
in  test  2  in  1917,  in  which  the  range  of  temperatures  in  35  days  was 
from  42.1°  to  92.8°.  The  mean  temperature  of  the  latter  was  about 
2°  lower  than  the  temperature  of  the  test  in  1922,  but  the  range  in 
1917  was  much  greater. 

To  compare  all  of  the  tests  in  1922,  a  period  of  35  days  is  quite 
inadequate,  because  in  the  low-temperature  tests  germination  is  just 
getting  well  started  in  this  time  and  the  total  effect  of  the  35-day 
exposure  is  in  no  sense  expressed.  (Fig.  16.)  While  the  period  of 
100  days  goes  well  beyond  the  crest  of  germination  in  the  fluctuating- 
temperature  test,  it  is  designed  to  bring  out  about  the  highest  average 
rates  in  the  others. 

The  values  of  x  given  in  Table  15,  on  the  same  basis  as  in  Table 
13,  are  thus  obtained : 

Table  15. — Value  of  x  in  five  tests  of  lodgepole  pine  seed 


Test  No. 

Type  of  test 

Temper- 
ature 

Germina- 
tion 

Value  of 

X 

1 

Fluctuating                                                  

op 

57. 2-78. 1 

79.7 

r     »  70. 0 

[     2  79.  7 

68.8 

52.7 

Per  cent 
87.2 
66.2 

}       6.7 

20.8 
16.0 

2.79 

2 

1.44 

3 

do                                                      

1.70 

4_ 

do                                                               -        

1.01 

6 

do                                — 

.98 

1  For  40  days. 


2  For  60  days. 


The  above  values  for  the  70°  F.  test  are  somewhat  clouded  by  the 
effect  of  the  change  in  temperatures  at  the  end  of  40  days.  If  this 
test  is  compared  with  the  80°  test  for  the  40-day  period  alone,  a 
higher  value  of  x  for  the  lower  temperature  is  indicated.  At  70° 
the  value  is  1.11  and  at  79.7°,  0.77. 

It  is  thus  quite  evident  that  none  of  the  approximately  constant 
temperatures  have  the  value  of  regularly  fluctuating  temperatures 
in  stimulating  lodgepole  pine  germination,  and  that  a  constant  tem- 
perature in  the  vicinity  of  70°  F.  is  more  effective  than  temperatures 
higher  or  lower.  Furthermore,  the  possible  conclusion  from  the  1917 
tests  that  the  low  temperatures  are  relatively  important  is  not  borne 
out  when  low  temperatures  are  considered  alone,  and  this  places  the 
emphasis  on  the  inhibitory  effects  of  very  high  temperatures.  A 
daily  range  of  temperatures  is  the  important  thing,  and,  apparently, 
a  range  centering  around  65°  or  70°  represents  the  optimum. 

This  result  does  not  fully  agree  with  the  results  of  laboratory  tests 
in  Washington  (IS),  where  it  was  found  that  the  fullest  and  most 


PRODUCTION   OF   LODGEPOLE   PINE   SEED  67 

prompt  germination  of  one  lot  of  lodgepole  pine  seed  was  obtained 
with  temperatures  ranging  between  68°  and  95°,  or  even  as  high  as 
77°-95°.  With  another  lot  of  seed  59°  to  86°  gave  the  best  results. 
The  results  there  shown  were  somewhat  erratic,  however,  and  as  the 
temperatures  reported  were  probably  those  of  the  air  rather  than  of 
the  soil  it  is  difficult  to  make  comparisons. 

Boerker's  findings  (4)  may  be  considered  as  corroborating  the 
above  conclusions.  He  shows  that  with  fairly  optimum  greenhouse 
temperatures  lodgepole  pine  seed  germinated  22f  per  cent  in  half 
light,  7.5  per  cent  in  light  of  16  per  cent  intensity,  and  3.5  per  cent 
in  light  of  2  per  cent  intensity.  It  is  believed  that  these  results 
reflect  to  some  extent  the  effect  of  a  greater  range  of  temperatures 
in  the  stronger  light. 

Harrington  (7)  has  recently  shown  that  some  kinds  of  seed  ger- 
minate best  with  alternating  and  some  with  constant  temperatures, 
and  that  of  the  latter  varieties  some  lots  are  favorably  affected  by 
alternating  temperatures,  which  he  thinks  may  be  due  to  incomplete 
after  ripening.  He  discards  most  of  the  theories  as  to  the  effects 
produced  by  alternating  temperatures,  being  convinced  that  these  are 
due  to  changing  conditions  rather  than  to  the  specific  temperatures 
reached. 

From  the  facts  which  have  been  stated  it  is  readily  concluded  that 
the  standard  daily  temperature  range  from  57.5°  to  77.5°,  with  such 
fluctuations  from  this  as  commonly  occur,  forms  almost  ideal  condi- 
tions for  lodgepole  pine  germination.  It  is  no  doubt  because  of 
fluctuations  which  occur  in  the  greenhouse  at  infrequent  intervals 
that  even  after  60  or  70  days  the  ungerminated  lodgepole  pine  seed 
sometimes  receive  stimulation. 

Douglas  fir  seeds  in  the  1917  tests  (Table  13),  with  only  one  excep- 
tion, gave  decreasingly  poor  results  as  the  temperatures  were  raised. 
The  first  lot,  started  at  32°-52°  F.,  had  practically  completed  its 
vigorous  germination  before  the  stage  of  52°-72°  was  passed.  The 
next  three  tests  germinated  rapidly,  but  with  some  evident  curtail- 
ment as  a  result  of  the  higher  temperatures.  This  leaves  little  doubt 
that  heat  injury  of  Douglas  fir  seeds  may  occur  somewhat  sooner 
than  with  lodgepole  pine.  In  1922  (Table  14)  a  steady  temperature 
of  70°  gave  results  practically  equal  to  those  attained  in  the  green- 
house at  57°-78°.  Even  the  58.8°  steady  temperature  was  effective, 
if  slow;  whereas  the  80°  test  was  prompt,  but  the  total  germination 
was  evidently  curtailed.  Probably  70°  may  be  taken  as  nearly  an 
optimum  temperature  for  Douglas  fir,  and  wide  fluctuations  as  not 
necessary.  These  facts  are  in  agreement  with  the  habit  of  the  species 
of  germmating  in  shaded  places. 

The  western  yellow  pine  test  (Table  13)  that  started  at  the  highest 
temperature  must  be  taken  as  the  best,  both  from  the  standpoint  of 
promptness  and  completeness  of  germination.  Although  there  was 
irregularity  in  the  successive  tests,  in  1922  (Table  14)  there  is  scarcely 
any  difference  between  the  results  for  70°,  80°,  and  57°-78°  F.  The 
total  germinations  occurring  at  50°  and  60°,®  though  accruing  slowly, 
are  much  higher  than  was  expected  with  this  heat-demanding  species. 

8  The  poor  and  irregular  performance  at  60°  F.  Is  due  to  depredations  of  mice  about 
18  days  after  a  promising  start.  It  was  not  thouglit  at  the  time  that  an  appreciable 
number  of  seeds  had  been  taken,  but  only  a  considerable  loss  of  germinable  seeds  from  this 
cause  can  account  for  the  sudden  falling  ofiC  in  germination. 


68  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 

It  is,  therefore,  evident,  that  while  western  yellow  pine  does  not  re- 
quire large  temperature  variations  it  is  also  not  injured  by  high  tem- 
peratures, which  may  be  counted  on  to  produce  prompt  germination. 
Probably  its  optimum  temperature  is  nearer  80°  than  70°. 

Engelmann  spruce  was  not  considered  in  1917.  Seeds  of  this 
species  from  the  Uncompahgre  National  Forest,  Colo.,  were  used 
in  the  tests  of  1922.  (Table  14.)  Spruce  seeds  may  be  counted  upon 
more  than  those  of  any  other  Rocky  Mountain  species  except  Pinus 
aristata^  a  companion  of  spruce  at  high  elevations,  to  complete  ger- 
mination in  a  very  short  period.  In  this  test,  although  they  did  not 
make  a  good  showing  at  a  temperature  of  about  50°  F.,  at  60°  ger- 
mination was  nearly  completed  in  a  short  time.  The  surprising  fact 
is  that  spruce  germination  shows  no  signs  of  curtailment  by  tem- 
peratures as  high  as  80°  or  by  the  extremes  which  may  be  experi- 
enced in  the  greenhouse  with  an  average  range  from  57°  to  77°  F. 

In  a  broad  comparison  with  the  other  species  mentioned,  the 
striking  thing  about  lodgepole  pine  is  the  impossibility  of  bringing 
out  spontaneous  germination  of  a  large  part  of  the  seeds  by  any 
means  so  far  tried.  Fluctuating  and  reasonably  high  temperatures 
seem  to  be  the  necessary  means  for  approaching  even  remotely  this 
desideratum. 

PROBABLE  ERRORS  IN  SEED  TESTS 

In  considering  the  germination  data  reported  in  this  bulletin  it 
is  well  to  keep  m  mind  the  fact  that  the  mathematical  accuracy  of 
seed  tests  is  not  very  high.  Under  the  methods  which  have  been  de- 
scribed, the  sources  of  error  may  be  roughly  grouped  into  three 
classes,  as  follows:  (1)  The  sampling  error,  (2)  the  time  error  due 
to  variations  from  the  standard  heat  and  moisture  conditions,  and 
(3)  the  space  error  due  to  differences  between  various  parts  of  the 
greenhouse.  It  is  not  a  simple  matter  to  segregate  these  factors, 
nor  is  it  particularly  important  to  do  so.  A  single  term  which  will 
show  the  probable  compensated  error  from  all  causes  is  of  greatest 
interest  in  the  present  study. 

The  sampling  error  may  best  be  approximated  by  considering  the 
weights  of  samples  of  seeds,  each  of  which  is  supposed  to  be  repre- 
sentative of  the  same  large  lot.  While  variations  in  weight  are  not 
necessarily  followed  by  corresponding  variations  in  germination, 
still  the  weights  show  clearly  how  difficult  a  matter  is  true  sampling. 
Thus  14  samples  of  500  lodgepole  pine  seeds  each,  counted  out  with 
ordinary  care,  showed  a  standard  deviation  ^  of  3.45  per  cent  from 
the  mean  weight,  7  samples  showed  a  standard  deviation  of  2.95  per 
cent,  and  another  group  of  7  samples,  a  standard  deviation  of  3.82 
per  cent.  The  extreme  individual  variation  among  the  28  samples 
was  8.2  per  cent.  On  the  basis  of  the  3.32  per  cent  deviation  of  the 
last  group,  the  probable  error  of  any  single  sample  of  the  lot  is  2.2 
per  cent.  This  means  that  the  individual  sample  is  just  as  likely  to 
exceed  this  error  as  to  show  a  smaller  error.    The  mean  of  3  samples 

»The  formulas  used  {15)  are,  respectively — 

Standard  deviation,  s=-xl^^ 

V  n—l 
Standard    or    probable 

error  of  the  individual,    e  =  0.6745  s 

Probable  error  of  mean,   E=~7=^ 
y  n 


PRODUCTIOIT  OF  LODGEPOLE  PINE  SEED  69 

of  this  lot  should  not  be  in  error  by  more  than  1.29  per  cent;  that  of 
5  samples,  by  more  than  1  per  cent ;  and  that  of  8  samples,  by  more 
than  0.79  per  cent. 

The  time  factor  is  that  which  may  result  from  inability  to  main- 
tain constant  conditions  of  moisture  and  heat  in  the  greenhouse. 
Without  doubt,  the  variation  in  the  latter  is  particularly  influenced 
by  the  occasional  need  for  using  artificial  heat. 

A  test  made  with  three  related  lots  of  seed,  each  sown  repeatedly 
at  intervals  of  about  five  weeks,  from  January,  1913,  to  August, 
1914 — in  all,  14  times — gives  some  basis  for  estimating  the  time 
factor.  The  space  factor  also  enters  into  this  result,  however,  owing 
to  lack  of  care  in  selecting  the  greenhouse  space,  for  4  of  the  tests 
in  the  east  end  of  the  greenhouse  averaged  62.25  per  cent,  2  in  the 
center  68.95  per  cent,  and  8  in  the  west  half  58.98  per  cent,  with  a 
high  of  63.6  per  cent  and  a  low  of  53.1  per  cent.  Considering  only 
the  last  group,  and  taking  the  average  of  the  three  lots  tested  at 
each  period,  the  standard  deviation  for  each  period  is  3.83  per  cent 
absolute,  or  6.5  per  cent  of  the  mean  germinative  capacity,  giving  a 
probable  error  of  about  4.4  per  cent  in  any  single  test.  This  error  is 
due  mainly  to  the  time  factor,  though  the  sampling  error  and  the 
space  error  are  only  in  part  compensated. 

The  space  factor  is  due  both  to  unequal  lighting  of  the  different 
parts  of  the  greenhouse,  creating  a  maximum  variation  of  possibly 
10  per  cent,  and  to  unequal  heating  of  the  tills  on  the  north  and 
south  edges  of  the  bench,  as  compared  with  those  in  the  center. 
Possibly  this  latitudinal  difference  is  not  so  much  a  matter  of  excess 
heat  as  of  greater  diurnal  fluctuations  on  the  edges  of  the  bench, 
these  being  likely,  as  has  been  shown,  to  stimulate  the  germination 
of  lodgepole  pine.  It  will  be  recalled  that  the  bench  space  is  five 
tills  wide.  The  following  average  germination  was  obtained  in  the 
temperature  tests  of  1917,  which  have  already  been  described.  Two 
thousand  five  hundred  lodgepole  pine  seed  were  used  in  each  posi- 
tion.   The  figures  represent  percentage  of  final  germination. 

Location  :                                                                                                                            Per  cent 
North-edge  till 79.  72 

Intermediate  till — 75.  24 

Center  till 76.  80 

Intermediate  till 75.  52 

South-edge  till 81.  68 

Average 77.  79 

Standard  deviation  due  to  position  (absolute) 2.81 

Percentage  of  average  variation 3. 61 

Probable  error  due  to  position 2. 43 

By  eliminating  a  single  test  affecting  the  second  row  from  the 
north,  and  thus  making  the  average  for  that  row  79.4  per  cent,  these 
percentages  are  reduced  about  one-seventh. 

The  variables  affecting  any  individual  seed  test  are  likely  to  be 
in  part  compensating.  In  the  above-described  attempts  to  define 
these  three  factors  separately  the  intention  has  been  to  eliminate 
others  in  part  by  considering  only  group  averages. 

Fourteen  lots  of  seed  from  different  sources  were  sampled  eight 
times  each  and  sown  three  of  them  on  April  17,  1914,  and  the  re- 
maining five,  because  of  lack  of  space,  42  days  later.    The  earlier 


70  TECHNICAL  BULLETIN   191,  XT.  S.  DEPT.  OF  AGRICULTURE 

sowing  was  in  the  easterly  part  of  the  greenhouse,  while  the  later 
sowing  was  more  generally  distributed.  In  neither  period  was  any 
systematic  effort  made  to  obtain  compensating  distribution  for  the 
samples  representing  each  lot.  There  were  at  work,  then,  the  sam- 
pling factor,  the  space  factor,  and  a  small  time  factor.  In  Table  16 
the  variations  are  shown  for  5  of  the  14  lots,  namely  the  2  of  high- 
est germination,  1  as  near  average  as  possible,  and  the  2  of  lowest 
final  germination.  ^ 

Table  16. — Variations  in  final  germination  percentage,  single  tests  of  500  lodge- 
pole  pine  seeds  each,  192^ 


Tests  of  eight  samplings 

High  germina- 
tion 

Inter- 
mediate 

Low  germina- 
tion 

Aver- 

Lot  247 

Lot  240 

nation, 
lot  237 

Lot  238 

Lot  246 

ratio 

Sown  Apr.  17: 

Test  A                                                           

Per  cent 
11.  Q 
81.8 
86.0 

80.8 
89.0 
82.6 
79.4 
77.6 

Per  cent 
68.2 
71.0 
75.0 

78.8 
75.8 
73.8 
69.8 
65.2 

Per  cent 
63.4 
62.6 
66.2 

61.8 
62.8 
59.8 
59.6 
54.6 

Per  cent 
39.2 
43.8 
38.0 

40.6 
36.6 
39.8 
36.2 
35.4 

Per  cent 

115.0 

39.2 

41.0 

42.0 
36.0 
37.2 
41.4 
35.0 

Per  cent 

Test  B                             .  .      -         - 

Test  C                _ -- 

Sown  May  29: 

Test  D         _ 

Test  E 

Test  F 

Test  G - ---- 

TestH 

Average 

81.85 

72.20 

61.35 

38.70 

38.83 

Sum  of  deviations                                 

24.10 
4.00 
4.89 
3.30 

29.20 
4.46 
6.18 
4.17 

20.10 
3.44 
5.61 
3.78 

17.20 
2.75 
7.11 
4.78 

16.57 
2.79 
7.19 
4.84 

Standard  deviation                            ..        

6.20 

Ratio  of  probable  error  to  the  average 

4.18 

1  This  test  eliminated  from  final  calculations  since  its  deviation  is  more  than  three  times  the  probable 
error  computed  before  its  exclusion. 

There  is  some  indication  from  the  data  presented  that  the  probable 
error  in  any  single  germination  test  is  a  larger  percentage  of  the 
total  germination  for  seed  of  poor  quality  than  for  seed  of  good  qual- 
ity, and  it  might  well  be  assumed  that  seed  of  poor  quality  is  more 
difficult  to  sample  correctly.  However,  examination  of  the  entire  14 
tests  from  which  these  5  have  been  selected  does  not  give  much 
evidence  of  such  a  difference. 

Considering,  then,  the  average  probable  error,  it  may  be  said  that 
the  chances  are  even  that  in  a  single  test  of  500  seeds  the  final  ger- 
mination at  62  days  will  be  influenced  more  than  4.2  per  cent  of  its 
own  correct  value  by  variable  factors  such  as  have  commonly  oc- 
curred in  this  work.  An  average  obtained  by  testing  3  samples  should 
not  be  in  error  more  than  2.41  per  cent ;  one  of  5  samples,  not  more 
than  1.87  per  cent;  and  one  of  8  samples,  not  more  than  1.48  per  cent. 

It  should  be  pointed  out,  however,  that  the  time  element  in  these 
errors  represents  the  sum  of  compensating  errors  over  a  period  of  62 
days,  so  that  even  larger  errors  are  to  be  expected  if  shorter  periods 
are  considered,  such,  for  example,  as  the  germination  in  31  days  or 
the  time  of  the  first  or  the  most  rapid  germination. 

CHARACTERISTICS  OF  GREENHOUSE  GERMINATION 

THE  AVERAGE  OR  NORMAL  RATE  OF  GERMINATION 

As  has  been  pointed  out  in  the  discussion  of  the  effect  of  various 
temperatures,  the  germination  of  lodgepole  pine  is  comparatively- 
sluggish.    The  first  germination  occurs  almost  as  promptly  as  with 


tEODUCTION   OF  LODGEPOLE  PINE  SEED 


71 


other  species ;  that  is,  within  9  to  10  days  of  the  time  of  sowing,  and 
frequently  as  early  as  the  seventh  day.  The  peak  of  the  germination, 
also,  comes  within  a  few  days  after  the  beginning.  The  striking 
difference  between  lodgepole  pine  and  its  associates  lies  in  the  fact 
that  with  lodgepole  pine  a  small  residue  of  the  germinable  seeds 
spreads  its  activity  over  many  weeks. 

However,  for  any  practical  purpose  it  will  certainly  be  safe  to 
consider  as  final  or  capacity  germination  that  which  has  occurred 
up  to  the  end  of  a  62-day  period.  The  great  majority  of  the  experi- 
mental tests  have  been  carried  for  this  period.  In  considering  what 
may  be  the  full  potentialities  of  germination,  Figure  IT  should  be 
referred  to,  the  test  there  represented  being  comparable  with  others 
that  have  been  run  for  long  periods. 

There  are  found  to  be  413  tests  from  which  the  characteristic  be- 
havior of  lodgepole  pine  seed  may  be  derived,  not  considering  the 
late  tests  in  the  seed-extraction  experiments,  of  which  the  results 
have  already  been  given,  and  which  it  is  preferable  to  omit  because 
they  are  not  needed  here  and  might  introduce  the  factor  of  age  of 
the  seed. 

These  413  germination  tests  are  taken  mainly  from  the  extraction 
experiments  with  Medicine  Bow,  Arapaho,  and  Gunnison  cones,  but 
also  from  a  number  of  ordinar}^  extractions  on  scattered  forests,  as 
brought  together  for  the  field  tests  of  1914.  It  is  safe  to  say  that  as 
a  whole  they  present  a  good  average  of  seed  conditions  as  affected 
by  extracting  processes. 

The  general  average  germination  in  Table  IT  shows  205,2T0  seeds 
tested  and  130,040  germinated  in  62  days,  or  63.4  per  cent  average 
germination.  Of  this  total  germination,  T6.6  per  cent  occurred  in 
the  first  20  days  and  90.1  per  cent  in  the  first  30  days,  and  about  10 
per  cent  were  scattered  over  the  last  32  days,  with  a  very  gradual 
decrease  in  rate. 


Table  17. — Characteristics  of  lodgepole  pine  seed  ffermination  as  shoivn  ty  tests 
in  the  greenhouse  from  1912  to  1914 


Quality  group 

Tests 

Seeds 
tested 

Seeds 
germi- 
nated 

Mean 
germi- 
native 
capac- 
ity 

Aver- 
age 

time 
of 

start 

Peak 

Rate 

at 
peaki 

Total 

at 
peaki 

March  of  germina- 
tioni— 

In  20 

days 

In  30 
days 

In  40 
days 

Final   germination,  75   per 
cent  and  over 

Num- 
ber 
89 

179 

91 

54 

Number 
43, 953 

89,500 

44, 817 
27,000 

Number 
35, 275 

60,213 

24, 410 

■  10, 142 

Per 
cent 
80.3 

67.3 

54.5 

37.6 

Days 

8.87 

9.37 
9.81 
10.30 

Day 

11 

12 
12 
12 

Per 

cent 

11.33 

9.57 

8.29 

7.23 

Per 
cent 
25.4 

30.0 

24.7 

16.8 

Per 
cent 

84.8 

77.9 
68.9 
58.7 

Per 
cent 
94.2 

90.8 

86.6 

80.8 

Per 

cent 
97.4 

Final  germination,  60-75  per 
cent 

95.2 

Final  germination,  45-60  per 
cent 

94.3 

Final  germination,  under  45 
percent- 

91.6 

Total  or  average 

413 

205,  270 

130, 040 

63.4 

9.48 

12 

9.56 

30,2 

76.6 

90.1 

95.3 

1  For  more  ready  comparison  of  the  different  grades  the  percentages  of  the  whole  germination  are  given 
rather  than  the  absolute  percentages  based  on  number  of  seed  sown. 

EFFECT    OF    QUALITY   OF   THE   SEED    ON   THE   GERMINATION    RATE 

If  it  is  true  that  the  amount  of  germination  occurring  in  a  limited 
period  is  a  better  index  of  practical  values  than  the  capacity  germi- 
nation,  then  it  will  be  worth  while  to  observe  whether  the  amount  of 


72         TECHNICAL  BULLETIN  191,  U.  S.  DEPT.  OF  AGRICULTUEE 

germination  in  a  period  of  30  days,  for  example,  bears  any  constant 
ratio  to  the  final  germination.  It  is  obvious  that  for  individual  tests 
this  ratio  might  be  considerably  affected  by  germination  conditions, 
since  these  can  not  be  kept  absolutely  uniform  from  day  to  day. 
Hence  the  need  for  considering  group  averages. 

The  413  tests  which  have  just  been  considered  for  a  general  average 
have  been  divided  into  four  groups  showing  final  germination  per- 
centages of  over  75,  of  60  to  75,  of  45  to  60,  and  of  less  than  45, 
respectively.  (Table  17.)  By  expressing  the  periodic  germination 
as  a  proportion  of  the  whole  or  final  germination,  comparison  is 
greatly  facilitated.  These  comparisons  are  brought  out  also  in 
Figure  18. 

The  relations  between  different  grades  of  seed,  it  will  be  seen,  are 
very  simple  and  fairly  regular.  The  lower  the  percentage  of  final 
germination,  the  slower  the  beginning,  the  later  the  peak  of  germi- 
nation reached,  the  lower  the  peak,  and  the  greater  the  residue  to  be 


0  5  10  15  20  25  30  35  40  45 

DAYS    FROM    SOWING 

Figure  18. — Characteristic  germination  of  different  grades  of  lodgepole  pine  seed 


distributed  over  the  remainder  of  the  period.  The  last-named  fact 
suggests  that  if  the  total  period  were  greatly  extended  the  differ- 
ences between  grades  might  be  reduced ;  but  if  the  current  rates  of 
germination  at  50  or  60  days  are  considered  it  will  be  seen  that  a 
longer  period  would  probably  add  nearly  equal  numbers  of  germi- 
nable  seeds  to  each  group,  and  hence  would  not  materially  alter  the 
relations  of  the  groups. 

Another  suggestion  from  these  parallel  relations  of  the  groups 
is  that  possibly  certain  greenhouse  conditions  may  tend  to  delay  the 
beginning  of  germination  and  thereby  cause  a  low  final  germination. 
AYhile  this  may  occasionally  be  the  cause  of  a  poor  showing,  com- 
parison of  identical  seed  lots  shows  that  a  delay  of  several  days  in  the 
starting  does  not  necessarily  lead  to  poor  final  results,  and  that,  gen- 
erally speaking,  by  the  end  of  the  62-day  period  each  seed  lot  will 
have  experienced  nearly  average  conditions. 

From  the  relations  shown  to  exist  between  final  germination  per- 
centage and  intermediate  rates,  it  must  be  fairly  apparent  that  a  low 


PRODUCTION"   OF  LODGEPOLE   PINE    SEED  73 

final  germination  percentage  not  only  means  that  some  of  the  seeds 
have  completely  lost  their  vitality  and  viability  but  that  nearly  all  of 
the  seeds  have  had  their  vitality  reduced.  Hence,  if  absolute  vigor 
of  the  individual  seeds  is  an  important  element  in  their  success  under 
natural  conditions,  it  may  be  said  that  the  value  of  a  seed  lot  decreases 
geometrically  as  the  final  germination  decreases.  However,  it  will 
be  seen  that  under  certain  circumstances,  at  least,  this  suggested  valu- 
ation does  not  work  out. 

EFFECT   OF   SEED    SOURCE    ON    THE   GERMINATION    RATE 

Early  experience  in  the  testing  of  Douglas  fir  seeds  brought  out  a 
sharp  contrast  in  behavior  between  seeds  from  Wyoming  and  seeds 
from  Colorado.  Wyoming  seedlings  when  planted  in  the  field 
proved  to  be  so  poorly  adapted  to  existing  local  climatic  conditions 
as  to  lead  to  the  presumption  that  the  Wyoming  form  represented  a 
fairly  distinct  climatic  variety  of  Douglas  fir  and  that  such  adapta- 
tions as  it  had  developed  were  reflected  in  its  seed  behavior. 

It  was  expected  that  similar  differences  would  be  found  wdth  lodge- 
pole  pine  seed,  although  it  was  early  noted  and  reported  by  the  writer 
(2)  that  apparently  the  Wyoming  and  Colorado  seed  of  lodge- 
pole  pine  differed  little  in  initial  vigor  of  germination. 

The  most  careful  study  of  this  subject  that  it  has  been  possible  to 
make  brings  out  no  significant  differences  between  lodgepole  pine 
seeds  from  Medicine  Bow,  Arapaho,  and  Gunnison  National  Forests 
that  can  be  considered  characteristic  regional  differences.  It  is, 
therefore,  necessary  to  leave  conclusions  on  this  point  to  be  derived 
indirectly  from  the  study,  in  the  following  section,  of  the  compara- 
tive field  and  greenhouse  JDehavior  of  an  assortment  of  seeds  studied 
in  1914. 

STUDIES  OF  FIELD  AND  NURSERY  GERMINATION 

Before  attempting  to  determine  finally  what  characteristic  of  ger- 
mination may  give  the  best  indication  of  the  practical  value  of  a  lot 
of  seed  it  will  be  desirable  to  observe  the  results  of  parallel  tests  of 
seed  in  the  greenhouse,  nursery,  and  field. 

In  the  spring  of  1912,  10  lots  of  seed  of  various  sources  and  grades, 
which  had  previously  been  tested  for  other  purposes,  were  selected 
for  field  tests.  All  of  the  seed  lots  were  from  cones  of  1911  collec- 
tion, and  most  of  them  had  received  kiln  treatments  of  about  aver- 
age character.  Because  of  the  lack  of  a  sufiicient  number  of  green- 
house tests  to  establish  fully  the  germination  characters  of  these  seed 
lots,  it  is  impossible  to  interpret  the  results  of  nursery  and  field 
sowings  except  in  a  very  broad  way,  and  it  is,  therefore,  useless  to 
report  any  of  the  original  data.  These  tests  may  be  said  to  show 
merely  that  under  adverse  field  conditions  seed  of  low  germinative 
capacity  is  almost  worthless,  while  under  more  moderate  conditions, 
such  as  may  obtain  in  a  nursery,  the  best  seed  gives  results  only 
slightly  better  in  proportion.  More  satisfactory  tests  were  made 
two  years  later. 

FIELD  AND  NURSERY  TESTS  IN  1914-15 

NURSEBY  TESTS  AT  FREMONT 

Nursery  tests  conducted  at  Fremont,  beginning  with  a  sowing  in 
May,  1914,  involved  14  lots  of  seed,  1,000  seeds  of  each  lot  being 


74         TECHJnCAI/  BtnULETOf  191,  U.  S.  DEPT.  OF  AOBICXTLTTTBE 


sown,  the  germination  being  carefoUj  recorded  throng  both  the 
current  and  foUowing  growing  seasons. 

The  seed  was  tested  eight  times  In  the  greenhouse,  three  of  these 
tests  being  made  in  one  groap  and  five  about  a  month  later.  There 
is,  therefore,  assurance  of  very  good  average  germination  figures. 
While  the  seed  for  greenhouse  tests  was  being  obtained,  the  seed  for 
the  nursery  sowing,  as  well  as  that  for  the  field  tests  described  later, 
was  counted  out  at  intermediate  stages,  thereby  greatly  reducing  the 
probability  of  material  differences  between  the  seed  used  in  the 
field  and  tnat  tested  in  the  greenhouse. 

There  seems  to  be  no  basis  for  questioning  the  results  of  the  work 
during  1914-15,  except  for  the  discovery,  after  the  work  was  weU 
started,  that  seed  lot  No.  241  contained  a  considerable  portion  of 
Engelmann  spruce  seed.  This  was  probably  responsible  for  the 
rapid  rate  of  germination  of  this  lot  in  the  greenhouse,  but  it  is  not 
seen  that  the  presence  of  the  spruce  seed  should  otherwise  affect  the 
results  appreciably. 

The  second  section  of  Table  18  shows  the  germination  of  the  seed 
in  the  nursery  by  major  stages.  Any  further  analysis  of  the  prog- 
ress of  germination  would  probably  be  useless.  The  table  also  brings 
out  the  important  comparisons  between  nursery  and  greenhouse 
germination. 

Table  18. — Comparative  studp  of  greenhouse,  nursery,  and  field  germination  of 
lodgepole  pine  seed,  1914-15^ 

GREENHOUSE  OERMINATION 


Lot  No. 

Source  of  seed 

Average 
capacity 
CG2  days) 

Average 

energy 

(31  days) 

Ratio  of 
energy  to 
capacity 

Average 
energy 

first 
15  days 

233 

Northern  Wyoming: 

Brldger.- 

Percent 
69.4 
66.6 
72.2 

Percent 
59.2 
61.3 
68.2 

Percent 

0.853 

.920 

.945 

Percent 
42.0 

239 

Washakie 

37.6 

240 

wa^havle 

50.1 

Average „ 

69.4 

62.9 

.906 

43.2 

Southern  Wyoming: 

Hayden _ 

234 

70.8 
M.0 
61.4 
38.7 

65.4 
49.6 
57.8 
.32.9 

.924 
.919 
.941 
.850 

46.4 

235 

Hayden 

36.8 

237 

Medicine  Bow 

38.3 

238 

Medicine  Bow    ...         _      . 

15.3 

Average 

56.2 

51.4 

.915 

34.2 

Northern  Colorado: 

Colorado  * 

241 

65.8 
62.4 
61.5 

62.5 
58.2 
57.8 

.950 
.933 
.940 

47.5 

246 

Arapaho 

37.5 

244... 

Arapaho 

41.2 

Average _ 

63.2 

59.5 

.941 

42.0 

Central  Colorado: 

Leadville... _ „ 

242 

56.2 
63.7 
38.8 
81.8 

53.2 
61.6 
35.7 
78.6 

.W7 
.967 
.920 
.961 

33.2 

243 

LeadvUle 

42.2 

246.— 

Qunnison 

2a9 

247 

flwnnipnn 

58.2 

Average 

60.1 

57.3 

.953 

38.6 

All  Wyoming 

61.9 
61.5 

56.3 
58.2 

.916 
.916 

38.1 

All  Colorado 

40.1 

Average 

61.7 

57.3 

.929 

39.1 

1 1,000  seeds  sown  in  each  nursery  and  field  test. 


2  Partly  Engelmann  spruce  seed. 


PRODUCTION   OF   LODGEPOLE   PINE   SEED 


75 


Table  18. — Comparative  study  of  greenhouse,  nursery,  and  field  germinatiwi  of 
lodgepole  pine  seed,  1913-15 — Continued 

NURSERY  GERMINATION 


Germinat  ion  of  Srst 
60  days 

First  season's  ger- 
mination 

Two 
years' 

total 
germi- 
nation 

Ratio  of  total  ger- 
mination— 

Lot  No. 

To 
capacity 

To 
energy 

233 

Number 
81 
91 
102 

Per  cent 
21.3 
25.1 
24.5 

Number 
141 
168 
175 

Percent 
37.1 
46.3 
4Z0 

Number 
380 
363 
417 

Percent 

0.548 

.545 

.578 

Percent 
0.642 
.592 
.612 

239                  

240            - - 

Average 

91 

23.6 

161 

41.8 

387 

•557  ;            .615 

234                                         

94 
70 
84 
45 

22.0 
26.7 
24.0 
21.8 

139 
133 
161 
130 

32.6 
50.8 
46.0 
63.1 

427 
262 
349 
206 

.603 
.485 
.568 
.532 

.653 
.528 
.605 
.626 

235                       — 

237                

238.- 

Average 

73 

23.6 

141 

48.1 

311 

.553  1             605 

241  » 

128 
84 
119 

35.6 
28.8 
35.0 

209 
159 
205 

58.1 
54.5 
60.3 

360 
292 
340 

.547 
.468 
.553 

.576 
502 

245     .                     -  .              

244-. _    -  — 

587 

Average 

110 

33.1 

191 

57.6 

331 

.523 

555 

242 

135 
140 
131 
275 

38.8 
40  8 
50.8 
50.3 

231 
236 
202 
416 

66.4 
68.8 
78.3 
7a  1 

348 
343 
258 
547 

.  618  1            .654 
538                557 

243 

246  - 

664                722 

247 .  . 

668                696 

Average.. .. 

170 

45.2 

271 

72.4 

374 

.622                657 

All  Wvoming 

81 
145 

3  23.5 
3  40.7 

150 
237 

'43.6 
3  66.6 

343 
355 

.  555  i         3    gio 

All  Colorado 

580  i         3   Ain 

' 

FIELD  GERMINATION  AT  SOURCE 


Germination  of  seed  sown— 

Ratio  of  total  germination  to  ca- 
pacity germination- 

Lot  No. 

First 
60  days 

First 
season 

Two 
years' 
total 

First 
60  days 

First 
season 

Two  years- 
total 

233 

Per  cent 

57.2 

0.2 

2.1 

Percent 

59.7 

0.3 

2.2 

Percent 
62.2 
25.2 
«2.2 

0.824 
.003 
.029 

0.860 
.005 
.030 

0.896 

239 .- 

.378 

240-   . 

030 

Average 

234. 

235 . 

237 

19.  8            20.  7 

29.9 

.285 

.298 

.431 

18.9 
4.5 
0.1 

20.0 
4.5 
0.2 
0.0 

35.8 

9.2 

37.2 

19.9 

.267 
.083 
.002 
.000 

.282 
.083 
.003 
.000 

.506 
.170 
.606 

238 

0.0 

.514 

Average 

5.9 

6.2 

25.5 

.105 

.110 

.454 

241 » 

49.0 
7.6 
9.9 

53.8 
11.0 
13.7 

55.8 
32.3 
3a3 

.745 
.122 
.161 

.818 
.176 
.223 

.848 

245 

.516 

244 

.541 

Average 

22.2 

2a2 

40.5 

.351 

.414 

.640 

242 

10.1 

20.5 

0.2 

3.9 

10.4 
20.8 
4.3 
4.5 

13.0 

27.5 

4.6 

20.7 

.180 
.322 
.005 

.185 
.327 
.111 
.055 

.231 

243 

.432 

216 

.118 

247.. 

.253 

Average - 

8.7 

10.0 

16.4 

.145 

.166 

.273 

All  Wyoming 

11.9 
14.5 

12.4 
16.9 

27.4 
26.7 

.192^.077 
.235dr.064 

.201=b.081 
.  275it.  060 

.  443±.  073 

All  Colorado 

.  435d=.  063 

'  Partly  Engelmann  spruce  seed. 

3  The  percentages  here  given  are  not  the  arithmetical  means  of  the  percentages  given  above,  but  are  com- 
puted from  the  whole  numbers  representing  averages. 

*  Data  not  properly  obtained.  Casual  observation  showed  no  ^rmination  early  in  1915,  hence  same  fig- 
ure is  used  as  at  end  of  first  year. 


76  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 


The  ratios  of  total  nursery  germination  to  greenhouse  average 
capacity,  shown  in  the  second  section  of  Table  18,  exhibit  so  little 
variation  between  the  quality  groups  that  where  a  mixture  of  Colo- 
rado and  Wyoming  lots  is  involved  the  ratio  for  any  group  might 
safely  be  placed  at  about  0.575.  However,  the  ratio  for  Wyoming 
seed  alone  can  not  be  placed  quite  so  high,  and  it  is  apparent  that 
on  the  whole  the  Wyoming  seed  is  not  quite  so  well  adapted  to 
field  germination,  at  least  under  the  conditions  provided  in  these 
tests. 

The  ratios  of  nursery  germination  to  the  greenhouse  energy  or 
germination  in  31  days  show  about  the  same  degree  of  variation,  but 
it  is  a  little  more  difficult  to  reconcile  the  quality  groups.  (Fig.  19.) 
It  must  be  remembered  that  in  this  comparison  there  is  greater 
opportunity  for  unexplainable  variations  in  greenhouse  germination. 


SEED  LOT    SOURCE 
AND  NUMBER 


MEDICINE  BOW 

(238) 
GUNNISON 

(2A6} 
HAYDEN 

(235) 
LEADVILLE 

(2^2) 
MEDICINE  BOW 

(237j 

ARAPAHO 

(2A4) 
ARAPAHO 

(245) 

LEADVILLE 
(243j 

COLORADO 
(241) 

WASHAKIE 
(239) 

BRIDGER 

(233) 
HAYDEN 

(234.) 
WASHAKIE 

(240) 
GUNNISON 

(2A7) 


\ 

.       Vl 

',          ^*====^ 

^ 

yv 

1 

\\ 

TOTAL  NURSERY                      T 
GERMINATION     ^N,         J, 

1 

\^  GREENHOU 
^           "ENFRGY" 

MATIO^ 

[\ 

~^\3I  DAY  GERMI 

V 

\    \           GREENHOUSE 
\  V        ^-"CAPACITY" 

V 

W 

/\ 

V 

^-V 

\ 

\.  \ 

7 

\  ^  1 

^  -^ 

^                                ^I^Sw 

PERCENTAGE    OF   GERMiNATION 

FiGDBE    19. — Relation    of   nursery    to    greenhouse   germination    of    lodgepole    pine    seed, 

1914-15 

But  the  probable  reason  for  the  high  ratio  of  nursery  to  greenhouse 
energy  germination  in  the  poorest  group  of  seed  lots  lies  in  the  fact, 
already  demonstrated  for  lodgepole  pine  seed  in  a  broad  way,  that 
the  poorer  seed  lots  do  not  adequately  express  their  potentialities  in 
a  short  period.  In  other  words,  these  data  make  it  fairly  clear 
that  where  favorable  conditions  for  germination  can  be  maintained 
for  a  long  time  (in  the  present  tests  two  years)  the  nursery  germina- 
tion to  be  expected  will  be  more  nearly  proportionate  to  the  total 
capacity  of  the  seed  than  to  any  other  criterion. 

While,  in  general,  the  total  germination  occurring  in  the  two  years 
is  closely  proportionate  to  the  capacity  of  the  seed,  the  percentage 
of  this  germination  occurring  at  any  stage  is  very  variable  with  the 
different  lots  and  does  not  seem  to  decrease  or  increase  regularly  with 
change  in  the  quality  of  the  seed.  The  striking  similarity  between 
the  percentages  at  different  stages  of  the  2  lots  of  Gunnison  seed, 
representing  the  best  and  poorest  seed  of  the  14  lots,  leads  at  once 


PRODUCTION   OF  LODGEPOLE   PIKE   SEED  77 

to  the  presumption  that  the  source  of  the  seed  may  have  more  bear- 
ing on  its  rate  of  germination  in  the  nursery  than  does  quality. 
This  similarity  is  apparent,  though  not  so  consistent,  in  other  groups 
of  seed  from  common  sources.  (See  lots  242  and  243,  239  and  240, 
244  and  245.) 

Thus  all  of  the  seed  lots  from  Colorado  forests  produced  more  than 
50  per  cent  of  their  nursery  germination  during  the  first  season, 
averaging  66.6  per  cent,  the  4  lots  from  central  Colorado  especially 
showing  high  proportions.  The  7  Wyoming  lots  produced  on  the 
average  only  43.6  per  cent  of  their  whole  germination  the  first 
season.  Only  2  of  the  7  lots  of  Wyoming  seed  produced  more  than 
50  per  cent.  Since  these  exceptions  were  from  the  southern  part 
of  Wyoming  and  represented  poor  grades  of  seed,  it  may  readily  be 
assumed  that  the  high  percentage  is  due  to  deterioration  of  the  seed 
and  low  second-year  germination. 

If  a  period  is  considered  in  which  roughly  the  same  amount  of 
germination  occurred  in  the  greenhouse,  say  15  days,  it  is  found  that 
in  this  period  the  Colorado  seed  attains  a  considerable  lead,  amount- 
ing to  4  per  cent  of  the  whole  germination — a  lead  well  maintained 
until  after  the  middle  of  the  greenhouse  period. 

When  this  short-period  germination  is  compared  with  that  oc- 
curring in  the  nursery  in  the  first  year,  wide  variations  in  the  ratios 
appear,  as  might  be  expected  in  view  of  the  much  greater  time  ele- 
ment in  the  one  set  of  data  than  in  the  other.  There  is  an  unmis- 
takable tendency  toward  higher  nursery  germination  of  the  poorer 
seed  lots  because  of  this  time  factor.  Lot  238,  for  example,  shows  a 
very  high  ratio  for  a  Wyoming  seed  lot,  but  on  examining  its  record, 
in  Table  18,  it  is  seen  that  lot  238  did  not  accomplish  the  better  half 
of  its  germination  until  the  second  half  of  the  first  season,  while  all 
of  the  other  lots  accomplished  more  in  the  first  half. 

The  important  item,  however,  is  that  the  consideration  of  a  shorter 
period  brings  out  clearly  the  contrast  between  Wyoming  and  Colo- 
rado seeds,  the  Wyoming  seed  showing  a  slight  sluggishness  under 
the  very  favorable  greenhouse  conditions  and  a  more  marked  slug- 
gishness in  the  nursery,  leading  to  the  supposition  that  under  less 
favorable  field  conditions  they  might  suffer  a  considerable  net  loss 
through  delay. 

FIELD  TESTS  AT  THE   SOURCES   OF   SEED   LOTS 

The  behavior  of  these  seeds  lots  when  sown  at  a  common  point 
makes  it  possible  to  interpret  more  intelligently  their  behavior  when 
sown  at  their  respective  points  of  origin. 

The  sowings  in  the  field  were  executed  with  the  greatest  uni- 
formity possible,  in  a  manner  very  similar  to  that  of  the  1912  field 
sowings  at  Fremont,  and  were  all  made  at  approximately  the  same 
time  climatologically.  (PL  3,  C.)  Even  if  absolute  uniformity  of 
sowing  were  possible  at  a  number  of  points  great  variations  might 
be  expected  in  germination  due  to  the  time  of  occurrence  of  precipi- 
tation, variations  in  soil,  etc.,  so  that  only  the  final  germination  can 
be  of  much  interest.  In  the  third  section  of  Table  18  these  data  are 
divided  by  stages  as  far  as  seems  justified  by  an  examination  of  the 
detailed  records,  which,  with  one  exception,  were  posted  approxi- 
mately once  each  week  through  both  the  first  and  second  seasons. 


78  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 

Examination  of  these  figures  in  Table  18  shows  that  even  at  the 
end  of  the  second  season  correlation  between  the  actual  capacity  of 
the  seed  and  its  performance  in  the  field  seems  to  be  lacking.  For 
example,  seed  lots  of  practically  the  same  greenhouse  value,  sown  in 
two  contiguous  northern  Wyoming  forests,  germinated  62,  25,  and 
2  per  cent,  respectively.  A  point  worthy  of  note  in  the  early  germi- 
nation is  that  where  two  seed  lots  were  sown  side  by  side  (the 
Arapaho,  Medicine  Bow,  and  Leadville  (pi.  3,  B)  sowings  being  of 
this  kind),  the  behavior  of  the  two  lots  is  somewhat  similar.  Where 
two  seed  lots  were  sown  very  close  together,  but  in  different  soil  condi- 
tions, as  on  the  Washakie,  Hayden,  and  Gunnison  National  Forests, 
there  is  much  less  similarity  within  the  pairs.  This  naturally  leads  to 
the  supposition  that  soil  must  play  a  very  important  part  in  germina- 
tion. On  this  point  all  attempts  have  failed  to  correlate  the  germi- 
nation of  the  individual  lots  with  soil  qualities,  except  to  establish  a 
very  broad  relation  between  poor  germination  and  heavy  soil,  as 
measured  by  the  soil's  capillarity  or  moisture  equivalent.  The  two 
Gunnison  sowings  are  striking  exceptions  and  serve  to  show  the 
extent  to  which  climatic,  as  well  as  soil  factors,  must  influence  the 
results. 

Because  of  the  large  number  of  factors  which  must  have  affected 
the  field  germination,  the  use  of  group  averages  must  be  resorted  to 
or  the  possibility  of  correlation  entirely  abandoned.  Considering 
first,  in  Table  18,  the  broad  comparison  in  field  germination  between 
all  Wyoming  and  all  Colorado  seed  lots,  it  is  to  be  noted  that  the 
former  show  considerably  less  germination  throughout  the  first  sea- 
son, although  at  the  end  of  the  second  season  the  Wyoming  sowings 
are  slightly  in  the  lead.  Irregular  as  are  the  individual  results,  this 
broad  relationship  can  not  be  overlooked  because  it  signifies  the  same 
quality  that  was  exhibited  in  the  nursery,  namely,  a  tendency  of  the 
more  sluggish  Wyoming  seed  as  defined  by  early  greenhouse  germi- 
nation, to  delay  germination  to  a  much  greater  extent  in  the  field. 
The  result  is  not,  however,  what  was  expected,  in  that  the  total  ger- 
mination of  the  Wyoming  seed  is  not  decreased  by  reason  of  this 
sluggish  quality. 

Two  rather  obvious  conclusions  may  be  drawn. 

It  must  be  admitted  that  the  Wyoming  field  conditions  are  in 
some  sense  more  favorable  for  the  lying  over  of  the  seed  without 
deterioration  or  destruction  in  the  lying-over  period.  This  ad- 
vantage may  possibly  arise  from  somewhat  more  equable  tempera- 
tures, which,  while  failing  to  stimulate  germination,  at  the  same  time 
result  in  more  equable  moisture  conditions  over  long  periods.  Be 
that  as  it  may,  the  conclusion  can  now  hardly  be  avoided  that  the 
four  regions  represented  in  Table  18  are  differentiated,  and  that 
their  climatic  conditions  have  differentiated  the  lodgepole  pine  seeds 
which  are  produced  within  their  confines.  On  the  basis  of  the  final 
results  in  field  germination,  no  line  can  be  drawn  between  northern 
and  southern  Wyoming,  but  it  can  be  quite  confidently  said  that 
northern  Colorado  presents  the  best  field  conditions  and  central 
Colorado  the  least  favorable  conditions.  The  seed  from  central 
Colorado  shows  a  tendency  in  the  greenhouse  to  respond  quickly  to 
favorable  conditions,  but  since  it  is  probable  that  this  adaptation  has 
not  fully  developed  to  meet  the  unfavorable  field  conditions  it  is 


PRODUCTION   OP  LODGEPOLE   PINE   SEED  79 

readily  seen  that  this,  the  southernmost  extension  of  lodgepole  pine 
in  the  Kocky  Mountains,  presents  the  most  difficult  situation  for 
natural  reproduction. 

On  the  other  hand,  if  all  of  the  Colorado  field  tests  are  compared 
with  all  of  the  Wyoming  tests,  the  results  are  essentially  the  same, 
about  44  per  cent  of  the  possible  germination.  This  leads  to  the 
second  important  conclusion,  namely,  that  for  rating  the  value  of  the 
seed  for  use  within  the  region  of  its  source  the  germinative  capacity 
in  the  greenhouse  is  the  best  criterion,  unless  prompt  germination 
in  the  field  can  be  shown  to  be  very  necessary  to  success,  as,  for 
example,  where  rodents  are  very  numerous.  It  is  not,  however,  be- 
lieved to  be  feasible  to  make  allowance  for  such  factors  except  on  the 
ground  when  the  seed  is  sown. 

SUMMARY 

This  bulletin  deals  with  the  general  qualities  of  lodgepole  pine 
cones  and  seed ;  with  two  studies  of  the  mass  production  of  seed  over 
a  period  of  10  years;  with  characteristics  affecting  the  opening  of 
cones  by  air  drying  and  artificial  heat;  with  the  quality,  quantity, 
and  comparative  costs  of  seed  obtained  by  different  methods;  and, 
finally,  with  the  germination  behavior  of  lodgepole  pine  seed  under 
both  greenhouse  and  field  conditions. 

PRODUCTION 

Lodgepole  pine  seeds  average  about  100,000  to  the  pound,  but  vary 
in  size,  dryness,  and  weight  between  85,000  and  160,000.  Seeds  of 
good  quality  are  denoted  by  a  black  or  slightly  grayish  color,  brown 
being  an  indication  of  low  vitality  due  to  incomplete  development. 
The  size  of  the  seed  does  not  seem  to  be  important. 

The  seed  production  of  lodgepole  pine  in  two  localities  from  1912 
to  1921,  inclusive,  averaged  320,000  germinable  seed  per  acre-year 
for  the  central  Colorado  area  and  73,000  for  the  southern  Wyoming 
area,  although  the  Wyoming  stand  is  larger,  more  open,  and  better 
adapted  tu  seed  production.  The  difference  is  probably  due  to  cli- 
matic factors  which  destroy  more  young  cone  flowers  in  the  Wyo- 
ming area,  and  particularly  to  freezing  in  the  early  summer. 

The  production  of  seed  by  lodgepole  pine  is  apparently  greater 
than  the  production  of  seed  by  western  yellow  pine  and  Douglas  fir 
in  the  Rocky  Mountain  region,  and  complete  crop  failures  are  fewer, 
but  the  numbers  are  of  the  same  order  of  magnitude  for  all  species. 
One  area  of  Engelmann  spruce  has  exceeded  the  better  figure  for 
lodgepole  pine. 

One  of  the  greatest  aids  to  the  natural  reproduction  of  lodgepole 
pine  is  the  retention  on  the  tree  of  unopened  cones  equivalent  to 
three  or  four  average  yearly  crops,  which,  in  the  event  of  fire,  re- 
lease an  accumulated  supply  of  seeds  to  fall  on  ground  cleared  of 
other  vegetation.  Old  cones  should,  however,  never  be  gathered 
unless  in  prime  condition,  for  they  are  difficult  to  open  and  give 
very  low  yields  of  seeds  in  various  stages  of  deterioration.  The  re- 
tention of  cones  by  trees  apparently  results  in  part  from  crowding  in 
the  stand  and  to  some  extent  from  the  poorer  quality  of  the  soil. 


80         TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 

When  trees  growing  in  the  open  show  a  decided  tendency  to  retain 
their  cones  it  may  in  all  probability  be  ascribed  to  an  unfavorable 
soil.     {12.) 

The  production  of  seeds  by  lodgepole  pine  in  a  given  locality  is 
not  periodic  in  the  sense  that  a  good  crop  weakens  the  tree  and  is 
therefore  followed  by  one  or  more  poor  creps.  The  production  in 
any  year  appears  to  depend  largely  on  the  occurrence  or  absence  of 
low  temperatures  in  the  previous  year  when  the  cone  flowers 
emerged.  Also,  other  climatic  factors  may  affect  the  crop  in  its  later 
development.  In  general  the  species  may  be  expected  to  decrease  in 
fecundity  at  high  elevations  where  freezes  occur  throughout  the 
year,  but  there  is  yet  no  direct  evidence  on  this. 

As  is  common  in  the  forest,  dominant  large-crowned  trees  produce 
the  largest  seed  crops,  but  not  necessarily  any  better  seed  than  that 
from  smaller  trees.  In  a  comparatively  open  stand  like  that  on  the 
Medicine  Bow  National  Forest  there  are  usually  fairly  full-crov/ned 
trees  which  rank  only  as  intermediate  or  oppressed  in  height  but 
which  are  capable  of  bearing  some  seed  and  probably  of  improving 
materially  after  the  stand  is  opened  up  by  cutting.  These  are  the 
trees  which  may  be  left,  both  from  the  standpoint  of  seed  production 
and  growth  potentialities. 

The  application  of  these  facts  is  more  important  in  seed  collecting 
for  reforestation  purposes  than  in  forest  management.  In  the  cut- 
ting of  lodgepole  pine  by  any  system  the  aim  must  be  not  to  encour- 
age too  much  reproduction,  as  this  would  give  stagnated  stands  at 
an  early  age.  It  is  difficult  to  conceive  of  conditions  in  which  there 
will  not  be  ample  seed  for  the  necessary  reproduction,  if  both  old 
cones  and  possible  future  crops  are  intelligently  utilized. 

EXTRACTION 

Experiments  in  seed  extracting  started  in  1912  and  in  1914  employed 
kilns  in  the  form  of  a  hollow  column.  The  cones  were  placed  in 
single  layers  on  trays  within  the  kiln,  through  which  a  steady  cur- 
rent of  hot  air  rose  by  natural  forces.  The  rapid  opening  of  cones 
by  this  treatment  showed  that  the  essential  requirement  of  extract- 
ing is  to  bring  a  supply  of  dry  air  steadily  to  each  cone  through  free 
movement  of  the  air  current.  High  temperature  without  sufficient 
air  circulation  for  effective  drying  represents  an  entirely  erroneous 
conception  of  the  objectives  of  artificial  treatment. 

Every  consideration  points  to  the  desirability  of  small  and  simple 
extracting  plants  rather  than  large  ones  complicated  by  much 
machinery. 

In  air  drying  a  large  part  of  the  moisture  in  the  cones  is  lost  in 
the  first  few  months,  but  slow  drying  may  continue  for  15  months. 
When  permitted  to  air  dry  under  moderate  conditions  many  well- 
developed  cones  begin  to  open  almost  immediately.  The  failure  of 
cones  to  open  under  such  conditions  must  be  taken  as  evidence  of 
incomplete  development. 

Cones  from  a  siliceous  soil  (Medicine  Bow)  dried  more  quickly, 
to  a  lower  point,  and  with  much  wider  opening  of  the  scales  than 
cones  from  a  limestone  soil  which  were  less  perfectly  developed. 

Analysis  of  volume  expansion  of  the  cones  indicates  that  opening 
under  artificial  treatment  is  the  direct  result  of  loss  of  water.    The 


PRODUCTION   OF  LODGEPOLE   PINE   SEED  81 

amount  of  water  lost  is  the  important  thing;  the  rate  is  of  less 
importance.  Cones  which  have  air-dried  for  a  long  time  without 
opening  must,  because  of  their  low  water  content,  be  brought  to  a 
very  dry  condition  to  produce  the  necessary  change;  and  it  is  in 
creating  this  dry  condition,  through  low  relative  humidity  of  the 
surrounding  atmosphere,  that  high  temperatures  are  effective  and 
necessary. 

In  the  successive  extractions  of  1912-13  the  best  yields  of  seed 
were  obtained  from  the  freshest  cones,  and  there  is  reason  for  believ- 
ing that  the  cone  opening  is  most  complete  at  this  stage.  These 
cones,  however,  had  had  considerable  opportunity  for  air  drying 
before  the  first  artificial  treatment.  Judged  both  by  the  quantity  and 
quality  of  seed  obtained,  an  extracting  temperature  not  exceeding 
140°  F.  is  indicated  for  fresh  cones,  whereas,  w^hen  the  cones  become 
decidedly  dry,  a  temperature  of  170°  may  be  used  safely  and  more 
effectively.  In  these  tests  about  40  per  cent  of  the  seed  became  avail- 
able by  air  drying  alone  after  about  19  months,  but,  except  in  the 
early  stages,  the  seed  so  obtained  were  not  superior  in  germinative 
capacity  to  the  seed  obtained  after  kiln  drying  the  cones.  Later, 
the  free  seed  were  probably  affected  slightly  by  molding. 

In  the  successive  extractions  of  1914-15  the  Medicine  Bow  cones, 
which  were  very  green  at  the  outset,  yielded  the  poorest  seed  from 
the  first  extraction,  and  the  Gunnison  cones,  although  somewhat 
drier,  also  yielded  poor  seed  at  this  stage,  showing,  with  the  quali- 
fied results  for  Arapaho  cones,  that  extraction  from  very  green  cones 
is  not  at  all  desirable.  When  all  the  results  are  considered  it  is  seen 
that  four  to  six  months  of  moderate  air  drying  gives  the  best  yields 
and  quality. 

On  the  basis  of  the  averages  of  germination  tests  made  imme- 
diately after  extractions  and  up  to  two  years  after  the  cone  col- 
lections, the  seed  from  moderately  air-dried  Arapaho  cones  showed 
little  difference  in  germination  as  a  result  of  different  extracting 
temperatures.  Starting  with  very  green  cones  from  the  Medicine 
Bow,  in  the  first  extraction  a  temperature  of  170°  F.  was  most  effec- 
tive and  beneficial,  apparently  because  the  seeds  needed  to  be  dried, 
but,  as  a  whole,  the  140°  extractions  gave  the  best  results.  With 
drier  cones  from  the  Gunnison,  which  apparently  give  up  their 
water  less  readily,  a  temperature  of  170°  gave  by  far  the  highest 
yields,  slightly  inferior  germination,  and  slightly  the  best  yields  of 
germinable  seeds.  After  prolonged  air  drying  a  temperature  even  of 
200°  gave  very  satisfactory  results. 

Much  indirect  and  direct  evidence  points  to  the  fact  that  lodge- 
pole  pine  seeds  are  not  mature  at  the  end  of  their  second  season's 
growth,  and  hence  are  benefited  by  artificial  heat  and  to  some  extent 
at  least  by  the  removal  of  moisture.  The  most  direct  evidence  was 
obtained  by  drying  seed  for  four  hours  at  170°  F.  after  they  had 
been  removed  from  the  cones  by  the  regular  treatments.  The  most 
marked  benefit  was  noted  with  the  seed  from  the  extractions  of 
green  Medicine  Bow  cones,  which  without  this  drying  apparently 
contained  too  much  moisture  to  keep  in  the  best  of  condition.  With 
most  seed,  however,  the  heat  required  for  ordinarily  efficient  extrac- 
tion has  an  immediate  effect  in  high  germinative  vigor;  in  only  a 
110505°— ^0 ^ 


82  TECHNICAL  BULLETIN   19  3     U.  S.  DEPT.  OF  AGRICULTURE 

few  instances  is  any  deterioration  of  the  seed  plainly  traceable  to 
the  effects  of  high  temperatures. 

All  of  the  evidence  points  to  the  conclusion  that  the  best  tempera- 
ture for  cone  treatment,  from  the  standpoint  of  net  yields  of  ger- 
minable  seed,  is  that  temperature  which,  with  free  air  circulation 
and  after  the  seed  has  had  four  to  six  months  of  preliminary  drying, 
will  produce  a  complete  opening  of  the  cones  in  not  more  than  six 
to  eight  hours.  The  drier  the  cones  become  before  this  treatment 
the  higher  must  the  temperature  be.  The  two  objectives  in  any 
treatment  of  lodgepole  pine  cones  must  be,  first,  to  accomplish  the 
drying  and  ripening  of  the  seed,  which  apparently  proceeds  either 
in  a  naturally  warm  building  through  a  period  of  several  months  or 
in  an  artificially  heated  kiln  in  a  much  shorter  period;  secondly,  to 
apply  such  artificial  treatment  as  will  cause  the  reasonably  rapid 
drying  of  the  scales  of  those  cones  which  are  least  perfectly  devel- 
oped and  lack  "  life." 

Theoretically,  the  process  of  opening  cones  by  artificial  heat  is, 
first,  one  of  evaporating  the  freer  moisture  and  perhaps  some  vola- 
tile oils  contained  in  them;  then  a  process  of  extracting  the  unfreo 
moisture  which  is  held  by  the  cell  walls  and  cell  contents ;  finally,  the 
energy  of  artificial  heat  is  almost  certainly  consumed  in  producing 
chemical  changes  in  the  seeds  and  probably  also  in  the  cones,  corre- 
sponding to  ripening  processes  which  occur  in  fruits,  twigs,  etc.,  in 
sunlight.  There  is  no  direct  basis  for  measuring  the  last  item  of 
consumption,  but  it  appears  to  be  a  large  one. 

Because  of  the  secondary  uses  described,  the  amount  of  heat  re- 
quired to  open  cones  does  not  decrease  in  proportion  to  the  duration 
of  preliminary  air  drying.  Nevertheless,  air  drying  for  several 
months,  with  a  loss  of  perhaps  one-half  the  original  moisture  of  the 
cones,  effects  a  very  considerable  saving  in  heat  use.  Beyond  this 
point  air  drying  does  not  have  much  effect,  but  should  possibly  be 
continued  under  certain  circumstances  because  of  other  economies 
incident  to  conducting  the  extracting  operations  in  warmer  weather. 
By  partially  drying  the  cones  before  artificial  treatment  the  effective 
capacity  of  any  drying  kilns  should  be  increased,  since  the  dry  cones 
will  less  readily  cool  and  saturate  the  air  current.  In  addition,  the 
fact  that  some  of  the  cones  are  partially  opened  makes  it  possible  to 
force  an  air  current  through  larger  masses  of  them. 

A  fact  which  is  not  easily  comprehended  by  persons  unfamiliar 
with  physical  principles  is  that  the  drying  process  really  uses  up 
the  heat  and  by  cooling  the  air  decreases  its  capacity  to  take  up 
moisture.  It  is  for  this  reason  that  to  produce  prompt  opening  a 
fresh  current  of  warm  air  must  constantly  come  in  contact  with  the 
cones.  A  bushel  of  fresh  green  cones  m.ay  utilize  about  20,000  B.  t.  u. 
of  heat;  after  a  year's  air  drying  this  requirement  will  be  reduced 
to  about  6,000  B.  t.  u.,  this  unit  being  the  amount  of  heat  required 
to  raise  a  pound  of  water  1°  F.  The  larger  amount  will  be  repre- 
sented by  the  heat  given  off  in  cooling  about  28.000  cubic  feet  of  air  '^^ 
by  a  change  of  50°,  or,  if  this  is  represented  by  an  8-hour  process, 
about  60  cubic  feet  of  air  should  be  supplied  each  minute  for  each 
bushel  of  cones.  In  addition  to  the  heat  actually  utilized,  it  may  be 
expected  that  in  any  ordinary  kiln  as  much  or  more  will  be  lost  by 

w  Computed  for  mountain  conditions,  barometer  22  inches. 


PRODUCTION    OF   LODGEPOLE    PINE    SEED  83 

radiation  from  the  walls,  so  that  the  current  of  air  will  emerge  from 
the  kiln  about  100°  cooler  than  when  it  entered. 

GERMINATION 

The  method  of  germination  tests  is  considered  to  have  an  impor- 
tant bearing  on  the  germination  values  of  seed  and  on  the  statistical 
value  of  the  information  obtained  for  seed  production,  extracting 
methods,  and  comparative  germination  in  the  field.  The  essentials 
of  the  standard  method  attained  are  as  follows :  A  medium  of  sand 
having  a  desirable  acid  reaction ;  seed  covered  with  one-fourth  of  an 
inch  of  sand;  moisture  not  closely  controlled,  but  ranging  between 
6  and  10  per  cent;  temperatures  controlled  in  an  attempt  to  attain 
each  day  a  minimum  of  57°  F.  and  a  maximum  of  83°  at  the  depth 
of  the  seed. 

Fluctuating  temperatures  are  shown  to  be  highly  stimulating  to 
lodgepole  pine  and  to  bring  out  the  greatest  germination.  The  opti- 
mum basic  temperature  is  about  70°  F.  Other  species  considered 
also  benefit  by  the  fluctuating  temperature,  but  are  not  so  markedly 
dependent  on  it. 

The  relatively  sluggish  character  of  lodgepole  pine  germination  is 
shown  by  the  fact  that  under  the  best  conditions  obtained  in  a  series 
of  temperature  tests  41  days  were  required  to  produce  80  per  cent 
of  the  total  germination  of  lodgepole  pine  seed,  as  compared  with  11 
days  for  western  yellow  pine  seed,  11  days  for  Douglas  fir  seed,  10 
days  for  Engelmann  spruce  seed,  and  8  days  for  bristlecone  pine 
seed,  all  from  Colorado  sources.  This,  however,  is  considerably 
slower  than  the  usual  germination  of  lodgepole  pine  seed. 

It  has  not  been  possible  to  eliminate  errors  or  variations  to  the 
extent  that  a  single  germination  test  can  be  relied  upon  for  great 
accuracy.  The  sampling  error  alone  is  probably  2.2  per  cent  for 
any  single  sample,  and  factors  which  aifect  the  final  germination 
make  the  probable  error  of  the  result  about  4  per  cent  of  the  true 
germination  value.  These  errors  are  greatly  reduced  by  using  the 
average  of  a  number  of  tests. 

Considering  the  final  or  capacity  germination,  or  that  occurring 
in  a  period  of  62  days,  the  averages  of  413  greenhouse  tests  show 
that  the  various  grades  of  seed  may  be  distinguished  not  only  by 
their  total  germinations  but  by  their  relative  behavior  at  earlier 
periods.  The  better  seed  germinates  more  quickly,  reaches  a  higher 
and  earlier  crest,  and  leaves  a  smaller  proportional  residue  to  be 
scattered  over  the  later  period.  These  qualities  give  the  theoretical 
basis  for  differentiating  the  grades  even  more  sharply  by  their  ger- 
mination in  a  limited  period,  on  the  theory  that  if  germination  in 
the  field  does  not  occur  promptly  it  will  not  occur  at  all.  But  the 
field  tests  do  not  indicate  that  high  germinative  energy  is  particu- 
larly important  except  under  decidedly  adverse  conditions.  Else- 
where field  germination  is  about  proportionate  to  total  capacity, 
except  for  seeds  which  have  possibly  been  decisively  injured  and 
have  a  germinative  capacity  of  less  than  50  per  cent.  It  is  probable 
that  sound  lodgepole  pine  seed  can  lie  on  the  ground  or  in  the  soil 
for  long  periods  without  serious  deterioration,  retaining  the  ability 
to  germinate  when  it  receives  the  proper  stimulus.    Scarcely  more 


84  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTUEE 

than  75  per  cent  of  the  capacity  germination  of  lodgepole  pine  can 
be  expected  even  under  ideal  nursery  conditions. 

Although  in  various  other  comparisons  there  have  been  indications 
that  Gunnison  seed  germinates  a  little  more  vigorously  in  the  early 
stages  than  seed  of  more  northerly  origin,  a  selected  group  from  each 
of  three  regions  whose  extraction  histories  were  well  known  and  simi- 
lar brings  out  no  clear  differences  between  any  one  group  and  the 
average  or  normal  for  seed  of  the  same  quality. 

Nevertheless,  preliminary  to  the  field  tests  of  1914,  each  seed  lot 
was  so  fully  tested  in  the  greenhouse  as  to  bring  out  clearly  its  char- 
acteristics, and  it  was  shown  that  Wyoming  seed  lots,  which  at  15  or 
20  days  in  the  greenhouse  were  4  per  cent  behind  an  equal  number  of 
Colorado  lots,  at  the  end  of  the  first  season  in  the  nursery  showed  a 
corresponding  retardation.  Wyoming  lots  completed  but  44  per 
cent  of  their  total  germination  the  first  year,  while  Colorado  seed 
completed  67  per  cent.  This  performance  appears  to  be  more  defi- 
nitely related  to  sources  than  to  seed  qualities,  as  indicated  by  total 
greenhouse  germination. 

Wyoming  seed,  when  sown  in  its  native  habitat,  made  quite  as  good 
a  showing  after  two  years  as  Colorado  seed  sown  at  its  source,  indi- 
cating that  lodgepole  pine  seed  are  to  a  slight  extent  adapted  to  cer- 
tain conditions  under  which  they  have  grown.  Conditions  pre- 
vailing in  southern  Wyoming  in  1914  seem  to  have  been  especially 
conducive  to  lying  over  of  the  seed,  yet  the  eventual  germination  was 
better  than  the  average  for  all  localities.  Northern  Colorado,  best 
represented  by  the  Arapaho  National  Forest,  seems  to  have  very 
favorable  conditions  for  seed  germination,  while  west-central  Colo- 
rado, approaching  the  southern  limit  of  lodgepole  pine  in  the  Rockies, 
has  the  least  favorable  field  conditions,  and  the  seed  from  this  source 
shows  the  most  spontaneous  germination  when  conditions  for  ger- 
mination are  favorable. 

The  lesson  to  be  taken  from  this  study  of  germination  is  that  no 
arbitrary  basis  for  rating  seed  values  is  needed,  for  in  any  field  work 
a  great  deal  of  judgment  will  be  required  to  rate  the  conditions  which 
will  affect  germination  and  seed  loss,  and  precise  measures  will  be 
useless.  The  most  important  item  in  seed  use  is  to  have  seed  fully 
adapted  to  local  conditions  in  so  far  as  nature  has  developed  any 
adaptations.  The  seed  should  be  taken  from  the  locality  in  which 
it  is  expected  the  seeding  will  be  done  or  the  nursery  stock  planted. 


APPENDIX 

A  MODEL  SEED-EXTRACTING  PLANT  FOR  LODGEPOLE  PINE  CONES 

The  ideal  seed-extracting  plant  for  most  purposes  is  one  of  relatively  small 
capacity,  of  very  simple  design,  involving  no  mechanisms  which  can  not  be  kept 
in  order  by  the  average  worliman,  and  embodying  the  principle  of  rapid  drying 
by  a  current  of  hot  air  rising  by  natural  draft  through  a  fluelike  kiln. 

From  experience  with  lodgepole  pine  seed  extraction  and  the  evidence  from 
innumerable  germination  tests,  it  appears  that  certain  principles  should  be 
followed  in  the  construction  of  any  seed-extracting  plant  using  artificial  heat. 
With  proper  adjustment  of  temperatures,  these  principles  should  apply  equally 
well  to  cones  of  all  species.  They  have  already  been  applied  successfully  in 
the  treatment  of  western  yellow,  Norway,  and  jack  pine  cones. 

The  basic  principle  of  seed  extraction  by  artificial  heat  is  to  dry  the  cones, 
rather  than  merely  to  heat  them.  This  cau  only  be  accomplished  where  warm, 
dry  air  moves  freely  about  each  cone  and  is  supplied  in  sutficient  volume  to 
carry  off  and  replace  the  air  so  cooled  or  moisture  laden  as  to  be  no  longer 
effective  for  drying.  Hence,  the  heating  capacity  of  any  given  plant  must  be 
adjusted  carefully  to  the  volume  of  cones  to  be  treated  in  any  one  charge. 

For  lodgepole  pine  cones  the  most  efficient  temperature  is  undoubtedly  be- 
tween 140°  and  170°  F.  This  is  not  a  temperature  which  the  cones  willordi- 
narily  attain  to,  but  the  temperature  of  the  air  where  it  is  introduced  into  the 
kiln  and  first  strikes  the  cones.  The  higher  temperature — 170° — is  very  effec- 
tive; it  causes  no  immediate  injury,  and  only  slight  deterioration  of  the  seed 
is  perceptible  through  a  period  of  several  years'  storage,  except  possibly  when 
very  green  cones  are  treated.  For  other  species,  however,  until  more  is  known 
of  them,  somewhat  lower  maxima  should  be  adhered  to,  forcing  the  drying 
rather  by  good  ventilation  than  by  excessive  temperatures. 

The  process  of  removing  water  from  the  cones  must  be  accomplished  in  a 
reasonably  short  time  if  the  cones  are  to  be  opened  satisfactorily.  If  more 
than  eight  hours  are  required  for  kiln  drying  the  process  is  ineflScient.  Lodge- 
pole pine  cones  may  be  dried  so  slowly  that  when  they  are  later  subjected  to 
a  high  temperature  they  do  not  contain  sufiicient  moisture  to  show  any  "  life." 
Hence,  preliminary  air  drying  should  not  go  too  far.  It  is  possible,  however, 
that  such  cones  as  those  of  white  pine,  of  which  both  the  cones  and  seed  appear 
to  contain  much  water,  must  be  dried  more  slowly  than  lodgepole  pine.  Little 
is  known  of  the  effect  of  artificial  heat  on  the  germination  of  seed  of  that 
class. 

Since  fresh  green  cones  kiln  dry  more  readily  than  cones  already  partly 
dried,  they  can  be  exposed  first  to  air  which  has  been  partly  cooled  and 
moistened  by  passing  over  other,  drier  cones,  and  may  later  be  moved  toward 
the  current  coming  directly  from  the  furnace.  This  requirement  calls  for 
arrangements  for  moving  the  cones  usually  from  the  top  toward  the  bottom  of 
the  kiln  by  regular  stages. 

Since  degree  of  drying  is  the  important  thing  in  attaining  the  mechanical 
effect  on  the  cone  scales,  the  greatest  efficiency  will  be  attained  only  with  a 
reasonably  high  temperature  which  causes  a  low  relative  humidity,  but  this 
must  be  combined  with  free  and  rapid  movement  of  the  air. 

As  drying  proceeds  and  cone  temperatures  approach  that  of  the  air,  there  is 
increasing  tendency  for  the  seeds  to  become  heated  and  to  be  dried.  In  order 
to  avert  excessive  heating  with  species  which  are  not  benefitted  by  it"  the 
seed  should  be  shaken  from  the  cones  at  frequent  intervals  as  the  cones  open 
and  removed  to  a  cool  container.  If  the  larger  part  of  the  seed  is  removed 
from  the  kiln  as  soon  as  released,  then  one  may  with  less  hesitancy  use  a 
higher  temperature  on  the  rest  of  the  cones. 

ESSENTIALS  OF  THE  KILN 

The  kiln  walls  should  be  well  insulated  so  that  the  heat  of  the  air  current 
ma.v  be  used  up  in  evaporating  water,  not  in  radiating  into  the  room. 

^  Seeds  from  fresh  lodgepole  pine  cones  are  apparently  benefited  by  considerable  drying 
but  after  air  seasoning  of  the  cones  this  becomes  unnecessary. 

85 


86         TECHN-JCAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTUKE 

The  air  current  must  be  compelled  to  move  over  and  around  each  cone,  not 
merely  over  a  mass  of  cones,  and  must  be  given  no  opportunity  to  escape 
vs^ithout  coming  into  contact  with  them.  At  the  same  time  the  air  current 
must  not  be  too  severely  choked  back  by  having  little  space  between  the  cones, 
else  it  will  move  too  slowly  and  become  too  moist  to  dry  them  effectively.  All 
of  these  conditions  are  most  simply  and  naturally  met  in  a  vertical  kiln,  in 
which  the  trays,  covered  on  the  bottom  with  coarse  wire  cloth,  fit  close  inside 
the  walls  of  the  kiln.  In  each  tray  should  be  spread  a  single  layer  of  cones. 
To  remove  the  seed  from  the  cones  frequently  enough  to  avoid  any  possible 
injury  from  the  heat  some  form  of  agitation  must  be  used. 

A  MANUALLY  OPERATED  KILN 

The  following  specifications  are  for  a  simple,  manual,  1-man  equipment,  very 
similar  to  that  of  the  experimental  kiln  previously  described.  Such  a  kiln  has 
a  capacity  of  15  bushels  or  more  each  8-hour  day,  and  may  be  built  without  any 
considerable  initial  outlay  or  operating  expense. 

The  trays  for  the  proposed  kiln  are  30  in  number,  set  up  in  two  stacks  of  15 
each,  which  are  reached  by  opening  the  doors  on  the  two  opposite  sides  of  the 
kiln.  (Fig.  17.)  As  the  stacks  extend  only  7  feet  above  the  floor,  the  highest 
trays  may  be  reached  from  a  movable  step  1  or  2  feet  high. 

Each  tray  is  4  feet  long  and  2  feet  wide  (these  dimensions  facilitating  han- 
dling by  one  man),  and  is  expected  to  hold  approximately  one-half  bushel  of 
cones.  The  sides  and  back  end  of  the  tray  are  2  inches  high,  the  front  face 
4  inches.  The  trays  rest  on  cleats  2  inches  high  running  through  the  kiln  from 
side  to  side.  The  height  or  depth  of  these  cleats  may  be  diminished  in  order  to 
permit  thin  strips  to  be  nailed  on  the  bottoms  of  the  trays  after  the  hardware 
cloth  has  been  tacked  on.  The  faces  of  the  trays  should  fit  together  snugly, 
and  a  cleat  should  close  the  gap  between  the  lowest  tray  and  the  doors.  The 
outer  doors  will,  of  course,  prevent  the  complete  escape  of  such  air  as  leaks 
out  between  the  trays. 

In  operation,  the  fresher  cones  are  placed  on  the  top  trays  of  the  stack.  Even 
if  all  trays  are  filled  with  fresh  cones,  those  on  the  bottom  trays  will  be 
opened  first,  and,  after  several  hours,  one  or  two  of  these  trays  may  be  removed, 
and  the  cones  dumped  on  a  screen.  But  first,  working  from  the  top  down,  each 
tray  should  be  shaken  moderately,  the  cones  spread  evenly  again  if  they  have 
bunched,  and  the  tray  pushed  back  in  place.  This  process  brings  all  the  loose 
seed  to  the  bottom  of  the  kiln,  where  they  will  fall  on  the  fioor.  As  trays  are 
removed  from  the  bottom,  each  of  those  above  may  then  be  moved  down  ac- 
cordingly. Finally,  the  empty  trays  should  be  replaced  at  the  top  and  quickly 
filled  with  fresh  cones. 

After  this,  the  process  of  shaking  the  trays  to  liberate  the  seeds,  removing 
the  bottom  trays  on  which  the  cones  are  opened,  and  moving  all  the  others 
down,  becomes  an  intermittent  one  to  be  repeated  at  least  once  each  hour.  It 
goes  without  saying  that  at  the  initiation  of  one  of  these  continuous  kiln  runs, 
before  the  cones  on  the  lowest  trays  are  ready  to  be  removed,  all  of  the  trays 
should  be  shaken  several  times. 

The  two  stacks  of  drawers  in  the  kiln  should  be  operated  Independently 
since  they  may  not  proceed  evenly,  particularly  if,  as  in  so  many  furnace- 
heated  houses,  there  is  a  tendency  for  the  air  current  to  cling  to  one  side  or 
the  other  of  the  kiln. 

Further  details  of  construction  and  operation  are  not  so  much  matters  of 
principles  as  of  practicability  and  convenience. 

HEIGHT,   DRAFT,  AND   GENERAL   EFFICIENCY   OF  THE  KILN 

Leaving  the  top  of  the  kiln  wide  open  is  a  great  convenience  in  filling  the 
empty  trays  moved  up  from  the  bottom  and  in  itself  interferes  in  no  way  with 
the  drying  of  the  cones.  Unless,  however,  the  furnace  has  been  arranged  to 
draw  cold  air  directly  from  out  of  doors,  ventilation  in  the  roof  above  the 
kiln  should  be  provided  to  prevent  the  warm,  moist  air  from  reentering  the 
kiln  and  to  promote  working  comfort  in  the  room. 

Too  small  an  air  current  passing  upward  through  the  kiln  is  apt  to  result 
in  the  ineffective  use  of  the  heating  capacity  of  the  furnace  and  a  dangerous 
temperature  in  the  bottom  of  the  kin.  In  the  light  of  principles  here  estab- 
lished it  may  confidently  be  said  that  it  is  safer  and  better  to  draw  much  air 
through  the  kiln  at  a  moderate  temperature  than  little  at  a  high  temperature. 


PEODUCTION   OF   LODGEPOLE   PINE   SEED 


87 


In  this  situation  the  full  capacity  of  the  furnace  may  best  be  utilized  by  increas- 
ing the  height  of  the  kiln  suflaciently  or  capping  it  with  a  suflSciently  large  flue 
so  that  it  will  draw  the  hot  air  away  from  the  furnace  more  powerfully,  increase 
the  current,  and  thus  lower  the  temperature  at  the  point  of  entrance.  This  is  an 
important  point  in  the  efficiency  of  the  plant. 

The  question  as  to  whether  the  capacity  of  the  kiln  may  be  increased  by 
adding  more  trays  at  the  top  need  not  be  answered  arbitrarily.  In  the  initial 
construction  of  a  kiln  according  to  this  plan  it  would  seem  the  part  of  wisdom 


d 

? 

9 

lil 

« 

<n 

< 

o 

OJ 

EC4 

to  so  build  the  walls  that  their  height  could  be  readily  increased.  Assuming 
that  the  kiln  itself  has  been  built  high  enough  so  that  the  air  comes  from  the 
furnace  with  a  strong  draft  and  at  a  safe  temperature,  the  air  at  the  top  of 
the  kiln  may  be  examined  to  determine  whether  its  heat  has  been  utilized 
to  a  reasonable  degree.  This,  as  has  been  pointed  out,  is  not  to  be  gauged  by 
the  temperature  of  the  air  so  much  as  its. moisture  content  or  relative  humidity. 
A  wet-and-dry-bulb  psychrometer  held  in  the  current  of  air  above  the  cones 
(not  in  contact  with  them)  for  about  five  minutes  should  show  a  wet-bulb 
temperature  at  least  8°-10°   F.  below   that  of  the  dry  bulb  to  indicate  any 


88  TECHNICAL  BULLETIN   191,  U.  S.  DEPT.  OF  AGRICULTURE 

further  effectiveness.  If  there  is  not  this  much  difference,  it  means  that  the 
air  is  already  so  nearly  saturated  with  moisture  that  it  can  not  be  of  much  use 
for  further  drying. 

If  occasionally  the  draft  from  the  furnace  is  unusually  strong,  so  that  the 
air  is  leaving  the  kiln  still  quite  warm,  the  trays  should  be  loaded  more 
heavily ;  the  additional  cones  will  not  only  use  more  of  the  heat  but  will  also 
choke  down  the  draft.  Thus  it  is  seen  that  with  the  idea  of  full  utilization  of 
the  heat  always  in  mind  the  operator  may  to  a  considerable  extent  adjust  the 
process  to  circumstances. 

HOT-AIR    INTAKE    AND    SEED    SPACE 

The  kiln  is  shown  in  figure  17  as  resting  on  the  floor  immediately  above  the 
furnace,  with  the  hot  air  coming  through  the  floor  directly  below  the  stack  of 
trays.  A  metal  flue  rises  6  to  8  inches  above  the  floor,  and  this  is  capped  by  a 
cone  or  hemisphere  of  fly  screen,  so  that  seeds  dropping  from  the  trays  can 
not  fall  through  to  the  furnace.  There  will,  of  course,  be  a  strong  tendency  for 
the  current  of  air  to  carry  setds  and  chaff  away  from  the  screen. 

This  arrangement  directly  over  the  furnace  is  obviously  ideal  in  heating 
efficiency,  but  perhaps  increases  the  fire  danger  and  may  overheat  the  seed 
chamber.  If  the  floor  over  the  furnace  becomes  very  hot  it  must  be  well 
insulated  from  contact  with  the  top  of  the  furnace.  Even  then,  frequent  re- 
moval of  the  seeds  may  be  necessary  to  prevent  overheating.  On  the  other  hand, 
were  the  kiln  farther  removed  from  the  furnace  and  the  hot  air  brought  to  it 
in  a  duct  which  opened  into  the  side  wall  of  the  kiln  above  the  floor,  the  floor 
itself  would  be  relatively  cool  and  the  seed  would  need  be  removed  less  fre- 
quently. Such  a  flue  should  have  at  least  one-third  of  the  cross  section  of  the 
kiln  itself,  as  should  any  flue  placed  at  the  top  to  carry  off  the  moist  air.  The 
disadvantage  of  this  arrangement  may  be  that  it  sometimes  makes  one  side  of 
the  kiln  much  hotter  than  the  other. 

GENERAL  NEED  OF  INSULATION 

Under  ordinary  conditions  a  kiln  constructed  of  wood  is  far  preferable  to 
one  of  iron  because  less  skill  is  required  to  do  reasonably  good  fitting  in  the 
original  construction,  and  repairs  and  changes  are  more  readily  made.  The 
plan  described  is  intended  for  a  wooden  kiln,  but  yet  is  entirely  susceptible  to 
adaptation  to  metal  construction. 

Wood  is  a  fairly  good  nonconductor  of  heat,  but  for  economy  additional 
lining  should  be  provided.  No  difficulty  would  be  experienced,  under  the  pro- 
posed plan,  in  lining  the  wood  kiln  with  heavy  sheet  asbestos,  which  would  be 
slightly  effective  against  fire  and  would  also  prevent  excessive  drying  of  the 
wood.  The  tray  cleats  should  be  nailed  on  over  the  asbestos,  and  the  latter 
should  be  protected  from  wear  by  the  trays,  by  placing  tin  flashing  in  the 
angles  formed  by  the  upper  surfaces  of  the  cleats  and  the  walls.  This  would 
also  be  worth  while  to  reduce  friction. 

However,  the  most  inflammable  thing  about  the  kiln  is  its  content  of  dry 
cones,  and  no  amount  of  care  in  construction  can  prevent  a  flre  if  the  furnace 
becomes  so  seriously  defective  as  to  allow  flame  or  sparks  to  enter  the  hot-air 
current  of  the  furnace.  The  precautions  to  be  taken  are  mainly  those  against 
fire  in  the  furnace  room.  The  fuel  supply  should  be  in  a  room  separated  from 
the  furnace  by  a  fireproof  door  which  is  always  closed  except  when  there  is  an 
attendant  at  the  furnace.  The  ceiling  above  the  furnace  should,  of  course,  be 
completely  insulated  with  heavy  sheet  asbestos.  If  the  furnace  room  is  kept 
free  of  inflammable  material  and  concrete  construction  is  used  in  the  floors 
and  walls,  ordinary  care  at  all  times  sliould  prevent  flre. 

FINAL  TREATMENT  OF  CONES 

Under  a  system  in  which  the  cones  are  agitated  rather  frequently  while 
opening,  there  will  be  very  little  seed  left  in  them  v»^hen  the  drying  process  is 
completed,  or  at  any  rate  not  enough  to  require  any  long,  or  very  thorough 
shaking  of  the  cones.  In  Figure  20  is  shown  a  wide,  screened  trough  of  sloping 
steps  down  which  the  cones  may  be  brushed  and  beaten  with  any  convenient 
tool.  Probably  the  hand  beating  rather  than  the  steps  in  the  screen  should  be 
depended  upon  most  to  loosen  the  seed.  Gradually,  however,  the  cones  should 
be  worked  down  the  screen  to  drop  into  a  convenient  receptacle  or  if  possible 


\ 


PRODUCTION   OF   LODGEPOLE   PINE   SEED 


89 


directly  into  the  fuel  room.  The  need  for  additional  shaking  or  beating  could 
easily  be  determined  after  noting  the  amount  of  seed  coming  out  of  the  cones  in 
the  fuel  room. 

A  MECHANICAL  KILN 

The  very  simple  mechanical  plan  suggested  in  Figure  21  is  in  every  principle 
the  same  as  the  manual  plan,  but  provides  for  moving  screens  to  hold  the 
cones,  instead  of  trays  to  be  shaken  and  lifted  up  and  down.  Once  the  cones 
have  rolled  or  been  shoveled  onto  the  top  screen,  they  are  moved  first  in  one 
direction  and  then  tumbled  to  the  next  screen  below  and  moved  in  the  oppo- 
site direction,  by  means  of  a  windlass-driven  chain  connected  with  gears  on 
one  roller  of  each  pair.  The  rate  of  movement  is  determined  by  the  complete 
opening  of  the  cones  on  the  lowest  screen. 


GEARS  ON  EXTERIOR  ENDS 
OF  ROLLERS  SO  THAT  ALL 
ROLLERS  AND  SCREENS 
MAY  BE  MOVED  AT  ONCE 
BY  WINDLASS  DRIVEN 
CHAIN 


HINGED  BAFFLE  TO  DIVERT 
BOTH  CONES  AND  AIR 


FLY-SCREEN  CAP 


WMmmmm^^mz^^^m:^^ 


Figure  21. — Vertical  section  of  a  meciianically  operated  seed  kiln 


The  screens  should  be  of  copper,  since  iron-hardware  cloih  will  not  stand  con- 
tinuous bending,  and  should  be  coarse  enough  to  permit  seeds  to  fall  through. 
The  rollers  should  be  at  least  4  inches  in  diameter.  Probably  the  dropping 
from  one  tray  to  the  next  will  provide  sufficient  beating  to  release  most  of  the 
seed  as  the  cones  open. 

CONE-DRYING  SHEDS 

The  data  reported  in  this  bulletin  indicate  that  with  species  which  ordinarily 
open  in  the  ^'•un,  and  even  with  selected  cones  of  lodgepole  pine,  the  use  of 
artificial  heat  is  unnecessary,  and  by  proper  arrangements  for  air  drying  the 
need  for  extracting  plants  could  largely  be  obviated.  At  least  this  should  be 
the  case  where  the  fall  and  wanter  weather  is  characterized  by  dry  atmosphere 
and  a  high  i)ercentage  of  sunshine. 

Large  cribs  or  bins  such  as  that  shown  in  Plate  3,  A,  although  desirable  for 
storage  or  preliminary  drying,  are  not  conducive  to  the  opening  of  the  cones 


90  TECHNICAL  BULLETIN    191,  U.  S.  DEPT.  OF  AGRICULTURE 

except  those  in  the  topmost  layer.  The  cone-drying  shed  should  be  built  like 
an  open  cowshed,  high  at  the  south  side,  and  with  a  comparatively  low  north 
wall.  The  question  whether  the  south  side  should  be  closed  by  screen  or  left 
entirely  open,  as  well  as  other  features  of  the  construction,  should  be  decided 
by  the  prevalence  of  rodents  and  an  estimate  of  the  amount  of  damage  they 
may  do. 

Within  the  shed  the  essential  feature  is  tier  after  tier  of  trays.  These  may 
be  constructed  of  1  by  6  or  1  by  8  boards,  with  bottoms  of  hardware  cloth 
for  strength  and  coarse  muslin  to  retain  the  seeds,  or  hardware  cloth  may  be 
used  alone  and  the  seed  allowed  to  drop  through  all  the  trays  to  a  special  tray 
near  the  floor.  The  advantage  of  the  latter  plan  is  that  it  permits  the  best 
possible  ventilation  through  the  cones.  For  large-seeded  species  fly  screen  sup- 
ported by  one  or  two  longitudinal  ribs  would  be  preferable. 

The  trays  will  hold  1  bushel  to  each  3  square  feet  if  spread  5  inches  deep, 
which  would  permit  nearly  100  per  cent  expansion  without  overflowing  an 
8-inch  wall.  Therefore  a  tray  3  by  6  feet  will  hold  6  bushels,  and  if  six  trays 
are  placed  one  above  another  at  intervals  of  a  foot,  leaving  4-inch  spaces 
between  them  for  ventilation,  a  floor  space  3.2  by  6  feet  will  accommodate  36 
bushels.  The  roof  should  project  at  the  front  2  or  3  feet  beyond  the  trays,  so 
that  they  will  not  usually  be  wet  during  storms.  A  lateral  space  of  2  or  4 
inches  between  trays  should  be  allowed  for  the  uprights,  to  which  supporting 
cleats  will  be  attached,  and  for  ventilation  around  the  trays. 

On  this  basis  a  shed  of  6  by  90  feet  floor  space  and  10  by  90  feet  roof 
should  accommodate  1,000  bushels  of  cones.  The  simple  construction  possible, 
the  elimination  of  a  great  deal  of  labor  in  repeated  handling  of  the  cones,  and 
the  possibility  of  leaving  the  threshing  of  the  cones  to  the  most  convenient 
season  should  recommend  drying  sheds,  where  practicable,  in  preference  to  heat- 
ing plants  of  greater  initial  cost  and  complexity,  which  also  are  all  too  fre- 
quently destroyed  by  fire. 


LITERATURE  CITED 

(1)  Bates,  C.  G. 

1913.  THE   TECHNIQUE   OF    SEED    TESTING.     Soc.    Amer.    Foresters    Proc. 
8:  127-138. 
(2) 

(3) 


1917.    THE   BIOLOGY   OF    LODGEPOLE   PINE   AS    REA^EALED   BY    THE   BEHAVIOR   OP 

ITS  SEED.     Jour.  Forestry  15:  410-416.  * 


1923.   PHYSIOLOGICAL    REQUIREMENTS     OF    ROCKY    MOUNTAIN    TREES.      JOUr. 

Agr.  Research  24:  97-164,  illus. 

(4)  BOERKER,   R.   H. 
1916.    ECOLOGICAL     INVESTiaATIONS;     UPON     THE     GERMINATION     AND     EARLY 

GROWTH  OF  FOREST  TREES.     Nebr.  Univ.  Studies  16  (1,  2)  :  1-89, 
illus. 

(5)  Clements,  F.  E. 

1910.  THE   LIFE   HISTORY    OF  LODGEPOLE   BURN    FORESTS.      U.    S.    Dept.    Agr., 

Forest  Sery.  Bui.  79,  56  p.,  illus. 

(6)  Cox,  W.  T. 

1911.  REFORESTATION   ON   THE   NATIONAL   FORESTS.      PART  I. COLLECXnON    OF 

SEED.  PART  II. — DIRECT  SEEDING.  U.  S.  Dept.  Agr.,  Forest  Sery. 
Bui.  98,  57  p.,  illus. 

7)  Harrington,  G.  T. 

1923.  USE  of  alternating  temperatures  in  the  germination  of  seeds. 
Jour.  Agr.  Research  23:  295-332,  illus. 

8)  Hiley,  W.  E. 

1921.  recent  investigations  on  the  germination  and  culture  of  forest 
SEEDS.     Quart.  Jour.  Forestry  15:  150-168. 

9)  Livingston,  B.  E.,  and  Livingston,  G.  J. 

1913.   TEMPERATURE    COEFFICIENT    IN    PLANT    GEOGRAPHY    AND   COMATOLOGY. 

Bot.  Gaz.  56:  349-375,  illus. 
0)  Mason,  D.  T. 

1915.  the  life  history  op  lodgepole  pine  in  the  rocky  mountains. 
U.  S.  Dept.  Agr.  Bui.  154,  35  p.,  illus. 
)   Pearson,  G.  A. 

1923.    natural    REPRODUCTION    OF    V7ESTERN    YELLOW    PINE    IN    THE    SOUTH- 
WEST.    U.  S.  Dept.  Agr.  Bui.  1105,  144  p.,  illas. 
)  Tower,  G.  E. 

1909.  a  study  of  the  reproducti\^  characteristics  of  lodgepole  pine. 
Soc.  Amer.  Foresters  Proc.  4:   [84]-106. 

3)  United  States  Department  of  Agriculture,  Forest  Service. 

1907.  germination  of  pine  seeds.  U.  S.  Dept.  Agr.,  Forest  Serv. 
[Leaflet],  12  p. 

(14)  WiEBECKE. 

1910.  DIE  ANWENDUNG  NEUEN  ERKENNENS  UND  KONNENS  AUF  DIE  KIEFERN- 

samendarre.  Ztschr.  Forst  u.  Jagdw.  42:  342-360.  [Transla- 
tion by  S.  L.  Moore,  The  equipment  and  operation  of  a  German 
seed-extracting  establishment.  Forestry  Quart.  9:  [26]-44. 
1911.] 

(15)  Wright,  W.  G. 

1925.  statistical  methods  in  forest-investigatton  work.  Canada 
Dept.  Int.,  Forestry  Branch  Bui.  77,  36  p.,  illus. 

(16)  Zederbauer,  E. 

1911.  EiNiGE   versuche   MIT   DEB   bergpohre.     Ccntbl.    Gcsam.    Forstw. 

37:   [2971-310. 

(17)  

1910.  [experiments  on  the  storage  of  SEEDS  OF  forest  trees.]  Mitt. 
Forstl.  Versuchsw.  Osterr.  [Translation  under  above  title  in 
Roy  Scot.  Arbor.  Sco.  Trans.  35:  137-143,  1921.] 

91 


ORGANIZATION  OF  THE 
UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 

June   26,    1930 


Secretary  of  Agriculture Abthub  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walteii  G.  Campbell. 

Director  of  Extension  Work C.  W.  "Wabbubton. 

Director  of  Personnel  and  Business  Adminis-    W.  W.  Stockbeegeb^ 
tration. 

Director  of  Information M.  S.  Eises^howeb,. 

Solicitor ^ E.  L.  Marshall, 

Weather  Bureau Charles  F.  Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dairy  Industry O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry Willla^m  A.  Taylor^  Chief. 

Forest  Service R,  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  Chief. 

Bureau  of  Agricultural  Economics ^  Xn^  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief. 

Plant  Qua/rantine  and  Control  Admlnistrati^i-   Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Food,  Drug,  and  Insecticide  Administration^.  Walter  G.  Campbell,  Director  of 

Regulatory  Work,  in  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work .   C.  B.  Smith,  Chief. 

Library Claribel  R.  Babnett,  Librarian. 


This  bulletin  is  a  contribution  from 

Forest  Service R.  Y.  Stuart,  Chief. 

Branch  of  Research Eable  H.  Clapp,  Assistant  For- 
ester, in  Charge. 

Office  of  Silvics E.   N.   Munns,   SUvioulturisi,   in 

Charge. 
92 


O.  S.  SOVERHHENT  PRIHTING  OFFICE:  1930 


Technical  Bulletin  No.  190.     ^'^  ^^^"^xN^^^^^""'^  ^^  July,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


A  STUDY  OF   THE    LESSER    MIGRATORY 
GRASSHOPPER' 

By  R.  L.  Shotwell,  Assistant  Entomologmt,  Bureai/^  of  Entomoloffy,   Ufdted 
States  Department  of  Agriculture 


CONTENTS 


Page 

Introduction 1 

History  and  synonjony 1 

Geographical  range. 3 

Variation 3 

Habitat 5 

Economic  importance 6 

Life  history 8 

The  egg 8 

The  nymphal  stages 10 

Theadult 21 

Reproduction 21 


history 23 

Migratory  habits 23 

Nymphal  migrations 23 

Migrations  of  adults . 26 

Feeding 26 

Enemies 27 

Economic  bearing  of  the  information  obtained.  29 

Control  measures 30 

Summary 31 

Literature  cited 32 


INTRODUCTION 

A  survey  of  the  publications  relating  to  grasshoppers  has  shown 
the  need  of  a  more  detailed  study  of  the  life  histories  and  habits 
of  these  insects.  Most  of  the  existing  literature  deals  with  the  sub- 
jects of  taxonomy  and  control.  The  matter  on  life  history  contained 
m  it  is  in  character  general  and  pertains  mostly  to  the  group  as  a 
whole.  This  is  probably  due  to  the  fact  that  all  species  of  grass- 
hoppers have  many  things  in  common  relative  to  their  development 
and  habits.  It  is  true,  however,  that  enough  differences  exist  to 
warrant  the  making  of  separate  studies  of  each  species.  The  mate- 
rial for  this  bulletin  was  obtained  from  observations  made  in  the 
field  and  laboratory,  supplemented  by  excerpts  from  the  literature. 
The  field  observations  recorded  herein  were  made  in  Montana  in 
the  period  extending  from  November,  1923,  to  November,  1927. 

HISTORY  AND  SYNONYMY      . 

Melanoplv  atlanis^  or  the  lesser  migratory  locust,  as  it  is  known 
in  the  literature,  was  first  described  by  Saussure  in  1861  {25Y  as 
Pezottetix  mexicana  (male  and  female,  temperate  Mexico).    It  was 

'  Melanoplus  atlanis  (Riley)  [= Melanoptm  mexicarms  (Saussure)];  order  Orthoptera,  family  Acrididae, 
subtamily  Cyrtacanthacrinae. 
^  Reference  is  made  by  italic  numbers  in  parentheses  to  Literature  Cited,  p.  32. 

109765° — 30 1  1 


2  TECHNICAL  BULLETIN   19  0,  U.  S.  DEPT.  OF  AGRICULTURE 

described  as  Caloptenus  atlanis  by  Riley  in  1875  {22,  p.  169)  (male 
and  female,  New  Hampshire).  In  1897  Scudder  {27)  replaced 
Caloptenus  of  Burmeister  with  Melanoplus  of  Stal,  basing  his  action 
on  the  fact  that: 

The  foundation  for  our  present  knowledge  of  the  structural  features  of  the 
Melanopli  was  laid  by  Stai  (Recensio  Orthopterorum  I,  1873),  and  enlarged 
in  his  Systema  Acrideodeorum  (1878)  and  his  Observations  Orthopt6rologiques 
III  (1878). 

In  1917  Hebard  (5,  p.  271)  stated : 

Careful  study  of  the  literature  and  the  extensive  series  at  hand  gives  con- 
clusive evidence  that  the  widespread  and  abundant  species,  known  universally 
as  M.  atlanis,  must  be  called  mexicanus,  atlcmis  having  been  described  in 
1875.  The  name  atlanis  accordingly  is  alone  retained  for  the  race  of  mexi- 
canus widely  distributed  throughout  the  eastern  United  States  and  vicinity. 
The  species  clearly  divides  into  several  geographic  races.     *     *     * 

More  recently  Hebard  {6,  p.  112)  has  said : 

Detailed  study  is  needed  to  determine  the  number  and  distribution  of  the 
races  of  mexicanus.  Until  then  many  of  the  numerous  names  which  have 
been  proposed  can  not  be  assigned  to  synonymy,  or  given  racial  status,  with 
any  degree  of  assurance.  Another  difficult  problem  is  that  of  the  migratory 
grasshopper,  known  as  M.  spretus  (Walsh),  which  may  prove  to  be  only  a 
migratory  phase  of  this  same  insect. 

Owing  to  the  fact  that  the  name  Melanoplus  atlanis  is  almost 
universally  known,  it  is  retained  in  this  bulletin. 

In  1873  Cyrus  Thomas  {29,  p.  165)  described  Caloptenus  spy^etu^, 
but  did  not  mention  atlanis,  and  said  of  the  former : 

I  have  traced  this  species  from  Texas  northward  to  the  north  shore  of 
Lake  Winnipeg,  in  British  America,  and  from  the  Mississippi  River  westward 
to  the  Sierra  Nevada  range.  It  does  not  appear  to  be  found  in  California, 
and  but  a  short  distance  southward  in  Arizona. 

Melanoplus  atlanis  first  came  into  prominence  in  Riley's  work  on 
the  Rocky  Mountain  locust,  M.  spretus,  in  1877  {23,  21^).  Previous 
to  this  atlanis  had  probably  been  confused  with  spretus  and  femur- 
imhrum,  and  in  this  work  Riley  compares  the  three  species.  He 
places  atlanis  as  structurally  nearer  sp^'etus  than  femur-ruhrum,  dif- 
fering mainly  in  size  and  color,  atlanis  being  much  smaller  and 
more  distinctly  marked  than  spretus.  Riley  also  states  that  spretus 
can  not  live  in  the  Atlantic  States  or  east  of  the  ninety-fourth 
meridian,  and  calls  atlanis  the  Atlantic  migratory  locust.  Further- 
more, Riley  attributes  to  atlanis  about  the  same  flying  ability  as  to 
spretus,  and  states  that  the  variety  of  the  former  occurring  in  the 
Mississippi  Valley  is  larger  than  the  typical  or  Atlantic  form. 
Owing  to  the  immense  amount  of  interest  aroused  by  the  terrible 
ravages  of  the  Rocky  Mountain  locust  during  the  decade  1870  to  1880, 
some  outstanding  work  on  life  histories  and  habits  of  grasshoppers 
in  general  was  done  by  C.  V.  Riley,  A.  S.  Packard,  and  others.  In 
1883  Packard  {11)  worked  out  the  embryological  development  of 
atlanis.  Since  that  time  this  species  has  been  mentioned  in  much 
of  the  literature  pertaining  to  control  methods  and  to  the  grasshopper 
fauna  of  the  United  States, 


THE   LESSER  MIGRATORY  GRASSHOPPER  6 

GEOGRAPHICAL .  RANGE 

Melanoplus  dtlanis  is  indigenous  to  the  North  American  Conti- 
nent and  has  a  greater  geographic  range  than  any  other  species  of 
this  large  genus.     According  to  Hebard  {6^  p,  -^-^^)?  the  species 

*  *  *  is  generally  distributed  over  all  but  the  tropical  lowlands  of  Mexico, 
reaching  northward  over  all  the  United  States  except  peninsular  f'lorida 
and  California  west  of  the  Sierra  Nevada  Mountains,  to  southern  Canada, 
having  also  been  reported  from  the  Yukon  River,  Alaska  [this  latter  record,  we 
believe,  requires  verification].  On  the  Pacific  Coast,  however,  in  British 
Columbia  as  far  north  as  the  Chilcotin  District,  it  is  very  abundant  and  widely 
distributed. 

In  the  New  England  States,  according  to  Scudder  {28) : 

It  is  found  everywhere  from  the  seashore  to  the  tops  of  the  highest  moun- 
tains of  New  Hampshire,  being  tolerably  common  on  the  summit  of  Mt.  Wash- 
ington, whence  it  has  been  brought  by  numerous  persons. 

Fernald  {i)  states  that  this  is  a  common  species  throughout  New 
England.  It  has  been  found  in  the  Southeastern  States  breeding 
from  sea  level  to  the  summit  of  Roan  Mountain,  N.  C.  (6,300  feet) 
(P),  and  in  the  Boreal,  Transition,  Upper  Austral,  Lower  Austral, 
and  part  Sabalian,  in  Maryland,  Virginia,  North  Carolina,  South 
Carolina,  Georgia,  and  northwestern  Florida  (i^,  19^  21).  It  is  a 
very  common  species  in  all  of  the  Southern  States  and  often  locally 
abundant.  Blatchley  (i,  p.  iH) ,  says  "  This  is  a  very  common  locust 
throughout  Indiana."  In  the  Southwest  it  has  been  taken  in  central 
Mexico  (i^),  in  the  Sacramento  Mountains,  New  Mexico,  at  6,500 
feet  elevation  (i^),  and  in  Arizona  (74,  15^  18).  In  the  Middle 
Western  States  and  Canada  {17,  20,  SO,  31)  and  Pacific  States,  it  is 
frequently  abundant  over  large  sections.  In  1877  Scudder  {28)  took 
it  in  the  American  Fork  Canyon,  Utah,  at  9,500  feet.  He  also  says 
{26)  that  it  has  been  collected  at  Glen  Brook,  Nev.,  Wallula,  Wash., 
Portland,  Oreg.,  and  Victoria,  Vancouver  Island.  On  July  20,  1901, 
a  specimen  was  taken  by  Caudell  {2)  and  Dyar  on  the  snow  fields  on 
the  summit  of  Pike's  Peak,  Colo.  Several  specimens  were  taken 
in  August,  1925,  in  Pingree  Park,  Colo.,  at  an  altitude  of  about 
9,000  feet.  All  this  indicates  the  immense  range  of  this  one  species. 
According  to  Hubbel  {8),  this  species  is  probably  the  most  abundant 
grasshopper  occurring  in  North  Dakota  and  surpasses  all  other 
species  in  destructiveness  in  that  State. 

VARIATION 

Melanoplus  atlanis  is  one  of  the  most  variable  of  the  Melanopli, 
so  much  so  as  often  to  be  quite  indistinguishable  from  its  immediate 
allies.  The  New  England  form  of  the  species  is  distinctly  smaller 
than  the  western  or  southwestern  form  {18),  According  to  Scudder 
{27,  p.  183)  : 

Specimens  from  the  dry  plains  of  the  West  (especially  noted  in  those  from 
Utah)  are  decidedly  paler  and  more  cinereous  in  aspect  than  those  from 
relatively  fertile  country,  and  they  have  often  a  flavous  stripe  bordering  the 
eye  and  continued  along  the  position  of  the  lateral  carinae;  a  similar  but  not 
so  striking  a  cinereous  hue  attaches  to  those  that  occur  in  sandy  localities  in 
the  Eastern  States,  as  along  the  sea  margin.    The  exact  contrary  is  shown  In 


4  TECHNICAL.  BULLETIN   190,  U.  S.  DEPT.  OF  AGEICULTITTIE 

Canada  just  east  of  the  Rocky  Mountains,  where  the  specimens  are  exceedingly 
dark  in  color,  almost  blackish  fuscous,  with  heavy  fasciation  of  the  hind 
femora  [specimens  from  Sudbury,  Ontario,  are  similarly  dark]  ;  but  here 
again  a  difference  of  another  sort  occurs  as  one  passes  eastward,  specimens 
from  Laggan  and  Banff  almost  invariably  having  relatively  long  and  slender 
male  cerci,  while  at  Calgary  all  that  have  been  seen  (with  a  very  few  from  the 
former  localities)  have  male  cerci  hardly  more  than  half  as  long  again  as 
broad.  Specimens  from  Mexico,  however,  agree  very  closely  with  those  from 
New  England. 

Scudder  continues : 

Specimens  with  green  hind  tibiae  have  been  seen  by  me  from  the  White 
Mountains,  New  Hampshire,  but  not  from  the  summits  (except  Kearsage, 
3,251  feet),  from  the  vicinity  of  Boston,  at  Provincetown,  and  on  the  island 
of  Nantucket,  Massachusetts,  from  Laggan,  Alberta,  the  Yellowstone  Region, 
Montana,  Wyoming,  Nebraska,  Missouri,  Colorado,  from  the  Salt  Lake  Valley 
and  American  Fork  Canyon  (9,500  feet),  Utah,  Texas,  and  Chihuahua,  Mexico. 
Specimens  with  dark  blue  hind  tibiae  have  been  seen  from  Iowa,  Colorado, 
American  Fork  Canyon,  Utah,  and  Texas.  In  nearly  or  quite  all  these  places 
specimens  with  red  hind  tibiae  predominated  in  the  same  district. 

In  the  typical  material  of  Saussure  from  Mexico  for  M.  mexi- 
canus  mexicanus,  Hebard  (5)  found  that  the  "  individuals  show 
both  red  and  glaucous  caudal  tibiae,  the  glaucous  type  being  much 
more  frequently  encountered  in  Mexico  than  in  the  United  States." 

In  South  Dakota,  Hebard  {6,  p.  112)  noticed  that  "  in  the  more 
humid  sections  of  the  State  the  great  majority  have  the  caudal 
tibiae  pink,  very  few  having  these  members  pale  glaucous.  In  the 
more  arid  sections,  the  reverse  is  true." 

All  of  Walker's  {30)  specimens  from  Ontario  "  have  the  typical 
red  hind  tibiae  "  nor  has  he  "  ever  noticed  a  specimen  with  tibiae 
glaucous  or  otherwise  differently  colored."  The  following  color 
variations  are  also  found  among  those  individuals  collected  in  north- 
ern Montana:  The  general  color  varies  from  a  blackish  fuscous  to 
a  greenish  gray ;  a  heavy  fasciation  of  the  hind  femora  to  a  whitish 
green;  caudal  tibiae  from  blue  to  red;  epicranium  from  a  dark  red- 
dish brown  to  pale  blue  green;  prothoracic  shield  along  median 
carina  from  a  yellowish  hue  to  dark  gray,  almost  black ;  black  mark- 
ings along  the  lateral  carina  from  well  marked  to  rather  faintly 
marked. 

Specimens  from  identical  localities  in  northern  Montana  show 
considerable  individual  variation  in  size  and  tegminal  length,  while 
the  coloration  shows  the  usual  variation  of  this  species.  As  an  illus- 
tration of  the  difference  in  size  found  among  representatives  from 
this  part  of  the  State,  measurements  of  one  of  the  smallest  and  one 
of  the  largest  specimens  are  given.  Of  the  smallest,  the  length  of 
the  hind  femora  is  11  mm.,  length  of  tegmina  16  mm.,  and  body 
length  over  all  to  tip  of  tegmina  21.5  mm.  Of  the  largest,  the 
length  of  the  hind  femora  is  15  mm.,  length  of  tegmina  22  mm.,  and 
body  length  29  mm.  Even  though  specimens  of  all  sizes  can  be 
found,  individuals  collected  from  the  same  locality  for  a  period  of 
years  indicate  that  the  mean  size  has  varied  from  year  to  year. 
Furthermore,  it  has  been  observed  that  during  the  years  when  the 
worst  outbreaks  and  damage  from  grasshoppers  occurred,  the  mem- 
bers of  this  species  were  larger  than  they  were  during  the  years 
when  few  or  no  outbreaks  took  place. 


THE   LESSER   MIGRATORY  GRASSHOPPER  5 

HABITAT 

While  this  species  extends  over  a  wide  territory,  in  the  main  it  is 
partial  to  light  sandy  soil  containing  very  little  humus.  In  New 
York  State  it  breeds  most  abundantly  in  localities  having  light, 
sandy  soils,  often  characterized  by  sandy  knolls  and  ridges  and  thin 
bare  pastures  (7).  These  localities  are  most  suitable  for  the  growing 
of  rye  and  oats.  It  is  frequently  found  in  dry  grassy  fields,  aban- 
doned farms,  and  fields  of  the  Southern  and  Southeastern  States 
{10^  21).  In  the  Northwestern  States  and  Canada  this  species  is 
common  on  the  sandy  prairies,  dry  fields  of  grass  and  sagebrush, 
and  grainfields. 

In  parts  of  Montana  the  preference  for  light,  sandy  soils,  evi- 
denced by  this  grasshopper,  is  very   well  illustrated.    In  Judith 


FiGUKE  1. — Wbeat-stubble  field,  ideal  breeding  ground  for  Mvlanoplus  atlanis 


Basin  County  the  soil  varies  from  a  heavy  clay  or  gumbo  to  a  light 
sandy  loam  within  short  distances.  Invariably  Melanoplus  atlanis 
is  scarce  on  the  gumbo,  but  numerous  and  dominant  on  the  sandy 
soil.  In  these  sandy  loam  districts,  when  numerous,  it  is  especially 
abundant  along  fence  rows  and  in  the  wheat-stubble  fields  (fig.  1) 
where  there  is  a  thick  growth  of  Kussian  thistles.  In  stubble  land 
it  is  very  abundant  in  low,  weedy  places  where  the  Russian  thistles 
or  wild  rosebushes  grow  thickly.  Other  plants  common  to  these 
places  are  curled  dock  {Rvrniex  crisjms  L.),  plantain  {Plantago 
major  L.),  and  sagebrush  (Artemisia).  In  mountain  country  it 
is  most  abundant  on  low,  grassy  hills  and  parks  covered  with  grama, 
western  needle  (Aristida),  bluejoint  (Calamagrostis),  and  spear 
grasses  (Stipa).  On  rolling  prairie  land  it  is  most  numerous  where 
the  grass  is  tall  or  in  coulee  bottoms.     (Fig.  2.) 


6 


TECHNICAL  BULLETIN   19  0,  U.  S.  DEPT.  OF  AGRICULTURE 


ECONOMIC  IMPORTANCE 

Though  this  species  is  found  in  nearly  all  of  the  States,  its  great- 
est damage  has  been  done  west  of  the  Mississippi  River,  and  espe- 
cially in  the  northern,  hard  spring  wheat  area,  including  the  Prov- 
inces of  Canada  from  Manitoba  westward. 

It  is  quite  probable  I  hat  this  species  was  responsible  for  the  out- 
breaks of  grasshoppers  tliat  have  been  mentioned  as  occurring  in 
various  parts  of  New  England  periodically  for  over  170  years,  or 
since  1743.  Severe  outbreaks  occurred  in  New  York  State  in  1914 
and  1915  (7).     The  grasshopper  outbreaks  in  Michigan  have  been 


s^ 


Figure  2. — Rolling  prairie  land  where  spear  grass  (Stipa)  is  the  dominant  plant  anj 
Melanophis  atlanis  the  dominant  grasshopper 


caused  largely  by  this  grasshopper.  For  many  years  in  Minnesota 
this  species  has  been  one  of  the  chief  species  concerned  in  the  out- 
breaks. Other  States  in  which  it  has  occurred  in  great  numbers  at 
various  times  are  Nebraska,  Colorado,  Kansas,  and  Oklahoma. 
Unusually  severe  outbreaks  have  also  occurred  in  many  of  the  Prov- 
inces of  Canada.    . 

In  North  Dakota  and  Montana  its  outbreaks  have  at  times  been 
unusually  widespread  and  destructive.  It  was  the  principal  species 
present  during  the  outbreak  of  1919  in  North  Dakota,  when  the 
State  spent  $604,000  to  combat  this  and  other  grasshoppers.  In 
Montana,  in  1923,  the  outbreaks  reached  the  peak  as  regards  extent 
and  damage  (-5),  and  the  severe  losses  from  the  hordes  of  M.  atlanis 
recalled  the  earlier  ravages  of  the  Rockv  Mountain  locust  in  1875 


THE   LESSER  MIGRATORY  GRASSHOPPER 


Figure  3. — Wheat  defoliated  by  Melanoplus  atlanis 


FiuuKE  4. — Inroads  made  by  Melanoplus  atlanis  iu  a  tteld  of  tiax 


8  TECHNICAL  BULLETIN  190,  tJ.  S.  DEPT.  OF  AGRICULTUKE 

and  1876.  Fields  of  wheat,  oats,  flax,  and  alfalfa  were  wholly  de- 
stroyed. In  northern  Montana  the  crops  in  most  places  were  a 
total  loss.  The  grain  plants  over  entire  fields  have  been  eaten  to  the 
ground,  defoliated,  or  beheaded  (fig.  3) ;  fields  of  flax  have  been 
eaten  bare  (fig.  4) ;  alfalfa  stands  totally  destroyed  or  kept  gnawed 
to  a  height  of  about  4  inches ;  and  shade  and  fruit  trees  defoliated. 
Upon  good  authority  it  has  been  reported  that  during  the  worst 
grasshopper  years,  on  the  streets  of  the  towns  in  northern  Montana, 
women  experienced  much  difficulty  in  that  the  grasshoppers  flew 
under  their  rather  long  and  voluminous  skirts,  which  were  com- 
monly worn  at  that  time,  causing  them  much  discomfort  and  forcing 
them  to  disrobe  upon  their  return  home  in  order  to  dislodge  the 
more  venturesome  of  these  migratory  pests.  Many  are  the  stories 
that  have  been  told  concerning  grasshopper  outbreaks  until  a  sort 
of  tradition  has  grown  up  about  them. 

LIFE  HISTORY 

THE  EGG 

The  egg  of  Melanoplios  atlanis  is  whitish  yellow  or  cream  colored, 
elongate  oval,  slightly  curved,  the  posterior  end  pointed  and  with 
a  distinct  cap,  while  the  anterior  end  is  bluntly  rounded.  The  cho- 
rion is  densely  hexagonally  punctate,  the  cap  being  more  densely 
punctate  than  the  rest  of  the  chorion  except  at  the  tip,  where  it  is 
smooth.  The  length  of  the  egg  ranges  from  4  to  a  little  over  5  mm. 
with  an  average  of  4.5  mm.  The  width  ranges  from  1  to  1.5  mm. 
at  the  widest  part.  These  figures  are  based  on  measurements  of  100 
eggs  selected  at  random.  The  chorion  becomes  dry  and  brittle  and 
splits  longitudinally.  The  number  of  eggs  in  a  pod  is  from  8  to 
20,  and  possibly  more. 

In  Montana  the  eggs  of  this  species  are  usually  found  about  1  to  2 
inches  below  the  surface  in  light  sandy  loam,  along  fence  rows  pro- 
tected by  Russian  thistles,  around  the  base  of  wheat  stubble  or  alfalfa, 
and  seldom  in  adobe  or  heavy  sod.  Where  the  soil  is  a  sandy  loam 
another  favorite  place  is  around  the  edges  of  straw  stacks  protected 
by  Russian  thistles  or  a  thin  matting  of  rotted  straw.  (Fig.  5.) 
In  the  neighborhood  of  these  stacks  there  often  occur  half  buried 
flat  stones  around  the  edge  of  which  the  egg  pods  are  found  deposited. 
Other  favorite  places  are  near  grain  or  alfalfa  stacks  and  in  the 
crowns  of  wheat,  alfalfa,  or  grass  plants.  As  a  rule  egg  pods  of 
M,  atlmiis  are  found  in  scattered  colonies  and  are  not  bunched,  but  in 
the  case  of  heavy  infestations  as  many  as  18  pods  have  been  found  at 
the  base  of  a  single  wheat  plant. 

Eggs  of  this  species  collected  in  Montana  during  the  fall  of  1925 
showed  a  very  advanced  degree  of  embryological  development.  The 
eyes,  mouth  parts,  legs,  antennae,  segments  of  the  abdomen,  etc.,  were 
plainly  visible  through  the  embryo  sac  after  the  chorion  had  been 
removed.  They  hatched  within  three  days  after  incubating  at  a 
constant  temperature  of  85°  F.  Packard  (ii,  p.  273)  made  the  fol- 
lowing observation  on  material  received  from  C.  V.  Riley,  consisting 
of  "  eggs  of  C,  atlanis,  laid  10  days  " : 

These  eggs  were  laid  in  the  autumn,  and  the  embryos,  as  seen  by  the  following 
account,  were  already  far  advanced,  the  body-segments  and  appendages  having 


THE    LESSER   MIGRATORY   GRASSHOPPER  \) 

appeared,  the  eyes  being  indicated,  the  brain  and  nervous  cord  being  well 
formed  and  the  oesophagus  and  crop  (stomodseum)  and  hind  gut  (proctodseum) 
being  indicated     ♦     *     * 

This  shows  that  the  development  in  the  eggs  of  those  locusts  which  deposit 
their  eggs  in  the  autumn  goes  on  rapidly,  and  that  the  embryo  is  nearly  perfectly 
formed  and  about  ready  to  hatch  in  the  early  autumn  *  *  *.  At  all  events, 
it  is  proved  by  finding  the  embryos  so  far  advanced  ten  days  after  oviposition, 
that  development  begins  as  soon  as  the  eggs  are  deposited,  and  that  the  embryo 
is  nearly  perfected  and  about  ready  to  hatch,  until  the  approach  of  winter 
arrests  the  final  stages  of  development  of  the  embryo,  a  few  warm  days  in 
spring  enabling  it  to  complete  its  growth  and  to  hatch. 

Heat  and  moisture  are  absolute  necessities  for  the  development  of 
the  embryo.  In  order  to  incubate  eggs  in  the  laboratory,  it  was  found 
that  the  sand  in  which  the  eggs  were  placed  must  be  kept  moist.  If 
it  became  dry,  they  shrivelled,  and  the  embryos  were  destroyed.     In 


Figure  5. — Old  straw  stack.     The  soil  around  the  edges  of  such  stacks  is  a  favorite 
place  for  deposition  of  eggs  by  adult  females  of  Melunoplus  atlanis 

rearing  grasshoppers  in  the  laboratory,  it  was  found  that  incubating 
eggs  of  Melanoplvs  atlanis  at  temperatures  of  from  80°  to  85°  F. 
produced  the  best  results  because  the  greater  percentage  of  the  eggs 
hatched  in  a  relatively  short  time  and  the  resulting  nymphs  were 
more  vigorous.  One  observation  in  the  field  during  a  general  hatch- 
ing period  covering  about  two  weeks  showed  that  the  maximum  soil 
temperature  at  egg  depth  ranged  from  70°  to  91°.  During  this 
period  the  soil  temperature  remained  from  6  to  20  hours  per  day  above 
70°  and  averaged  not  more  than  four  hours  per  day  below  60°,  the 
point  below  which  the  progress  of  hatching  was  arrested. 

Unhatched  eggs  were  observed  remaining  in  the  soil  that  was 
shaded  by  growths  of  Russian  thistles  in  stubble  fields  or  by  a  thin 
matting  of  straw  around  straw  stacks  for  periods  of  from  two  to 
three  weeks  after  general  hatching  had  taken  place.  Temperatures 
of  the  shaded  and  imshaded  soil,  taken  at  the  same  time  for  several 
109765°— 30 2 


10  TECHNICAL  BULLETIN   19  0,  V.  S.  DEPT.  OF  AGRICULTURE 

days,  showed  a  difference  of  about  10°,  the  temperature  of  the  former 
ranging  from  60°  to  68°  F.,  and  the  latter  from  70°  to  80°.  In- 
variably the  eggs  in  the  bare  or  exposed  soil  had  hatched,  while 
those  in  the  shaded  soil  were  still  unhatched.  This  explains,  in  part 
at  least,  the  fact  that  the  hatching  of  eggs  of  M.  atlanis  extends  over 
a  period  of  several  weeks.  The  observations  indicate  that  the  mini- 
mum hatching  temperature  is  between  60°  and  65°  and  the  optimum 
from  80°  to  85°. 

THE  NYMPHAL  STAGES 

The  number  of  instars  occurring  in  the  specimens  of  Melanoplus 
atlanis  reared  through  to  maturity  in  the  laboratory  ranged  from 
five  to  six.  This  variation  in  the  number  of  instars  has  also  been 
observed  in  the  field. 

METHOD  OF  STUDY 

In  the  study  of  the  development  of  this  species  in  the  laboratory, 
a  general  method  was  developed  which  is  being  used  in  working  out 
the  life  histories  of  all  the  other  grasshoppers  which  are  being  studied 
by  the  writer.  The  eggs  of  this  species  were  gathered  in  the  field 
during  the  fall  and  kept  in  cold  storage  until  needed.  They  were 
then  placed  in  moist  sterilized  sand  in  suitable  receptacles  and  kept 
at  a  constant  temperature  in  an  incubator.  For  this  species  this 
temperature  was  about  85°  F.  . 

As  the  nymphs  hatched  out  they  were  placed  separately  in  li/2-inch 
glass  tubes  8  inches  long  and  fed  from  day  to  day  on  a  varying  diet 
of  lettuce,  alfalfa,  and  wheat  sprouts.  Each  glass  tube  was  covered 
at  one  end  with  a  piece  of  scrim,  and  the  other  end  was  plugged 
with  a  cork  having  a  hole  bored  through  it  and  covered  with  copper 
screening.  The  nymphs  were  kept  at  a  room  temperature  which 
ranged  from  75°  to  85°  F.  during  their  whole  development.  Each 
day  the  tubes  were  examined  for  cast  skins  of  the  nymphs,  and  when 
these  were  found  a  record  of  the  date  was  written  on  the  tube  with 
a  china  pencil.  Specimens,  both  male  and  female,  of  each  instar 
were  photographed,  and  drawings  were  made  of  the  lateral  view 
of  the  thoracic  segments  and  the  dorsal  and  lateral  views  of  the 
posterior  end  of  the  abdomen.  In  each  instar,  measurements  were 
made  of  the  length  and  width  (widest  part)  of  the  hind  femora  and 
the  length  and  number  of  the  segments  of  the  antennae. 

The  results  given  in  this  bulletin  are  based  on  the  rearing  of  some 
250  individuals  of  this  species  in  the  laboratory  at  various  times  in 
conjunction  with  field  observations  over  a  period  of  four  years. 

KEY  TO  THE  INSTARS 

This  key  includes  only  the  most  conspicuous  characteristics  of  the 
various  instars  in  the  development  of  M.  atlanis  up  to  and  including 
the  adult  stage.  It  is  applicable  to  specimens  having  either  five  or 
six  instars,  as  the  sixth  or  extra  instar  occurs  after  the  third  molt 
and  in  the  key  is  inserted  between  the  third  and  fourth  instars  of 
the  5-instar  grasshoppers.  The  fifth  and  sixth  instars  of  the  6-instar 
grasshoppers  are  structurally  the  same  as  the  fourth  and  fifth  instars, 
respectively,  of  the  5-instar  specimens. 


THE   LESSER   MIGRATORY  GRASSHOPPER  11 

a.  Wings  not  fully  developed  but  in  the  foim  of  wing  pads. 

Immature  forms  or  nymphs. 
b.  Wing  pads  not  turned  up  but  pointing  down. 

c.  Wing  pads  not  externally  distinct ;  mesothoracic  and  meta- 
thoracic  segments  bluntly  rounded  at  apex. 
d.  Length  of  hind  femur  2.3-2.5  mm.  Number  of  segments  of 
antenna  11  to  12.  Median  carina  of  prothorax  knifelike, 
giving  the  prothorax  a  ridgelike  appearance;  supraanal 
plate  bluntly  rounded  at  apex;  cerci  very  prominent; 
podical  plates  less  conspicuous  dorsally   (fig.  6). 

First  in  stab. 
dd.  Length  of  hind  femur  3.2-3.5  mm.  Number  of  segments  of 
antenna  14  to  16.  Median  carina  not  so  knifelike,  pro- 
thorax fuller  and  more  rounded,  not  ridgelike;  supra- 
anal  plate  more  pointed;  cerci  not  very  prominent; 
podical  plates  more  conspicuous  dorsally  (fig.  7). 

Second  instab. 
cc.  Wing  pads  externally  distinct,   showing  some  venation;   meso- 
thoracic and  metathoracic  segments  acutely  rounded  at  apex. 
d.  Length  of  hind  femur  4.8-5  mm.     Number  of  segments  of 
antenna   17   to   18.     Small;   wing  pads   pointing   almost 
straight   down,    broader    and    not    so    pointed    at    apex, 
showing  a  slight  venation.    Molted  three  times  (fig.  8). 

Third  instar. 

dd.  Length  of  hind  ;femur  averaging   5.92   mm.     Number   of 

segments    of   antenna    19.     Large;    wing   pads    pointing 

more  obliquely  backward,  narrower  and  rather  pointed 

at  apex' with  venation  well  defined.     Molted  four  times 

(fig.   11) Extra  instar. 

6&.  Wing  pads  turned  up. 

c.  Length  of  hind  femur  5.7-7.1  mm:  Number  of  segments  of 
antenna  19  to  20.  Wing  pads  short,  extending  only  beyond 
the  middle  of  the  first  adominal  segment  (fig.  9). 

Fourth  instar. 

CO.  Length    of   hind   femur   7.8-9.7    mm.     Number    of   segments    of 

antenna  21  to  22.     Wing  pads  elongate,  extending  beyond  the 

second  or  third  abdominal  segment  (fig.  10) Fifth  instar. 

aa.  Wings  fully  developed  and  tegmina  extending  to  or  beyond  tip  of  abdomen; 
genitalia  fully  developed    (fig.  12) Adiilt  sta&b 

DESCRIPTION  OF  INSTARS 

The  following  is  a  description  of  each  instar  of  Melanoplus  atlanis^ 
based  on  studies  of  individuals  reared  in  the  laboratory.  The  tem- 
perature ranged  from  75°  to  85°  F.,  and  the  relative  humidity  was 
approximately  20  per  cent.  A  separate  study  of  the  individuals 
that  developed  six  instars  was  made  and  is  treated  as  a  special  sub- 
ject in  the  description  of  the  extra  instar. 

first  instar 

Immediately  after  hatching  the  nymphs  are  pale  in  color,  but  soon  become 
generally  a  mottled  blackish.  (Fig.  6.)  A  light  stripe  begins  below  the  eye 
and  curves  upward  along  and  just  below  the  lateral  carinse,  and  a  faint  stripe 
follows  along  the  median  carina.  The  hind  femora  are  fasciated  dorsaUy. 
The  total  length  of  the  newly  hatched  nymph  is  about  4  mm.,  but  the  abdomen 
becomes  more  and  more  elongated  as  the  instar  progresses.  The  length  of  the 
antenna  averages  1.5  mm.,  and  the  number  of  antennal  segments  ranges  from 
11  to  12.  The  length  of  the  hind  femur  averages  2.4  mm.  The  wing  pads 
borne  by  the  mesothoracic  and  metathoracic  segments  are  indistinct  and 
rounded  at  the  apex,  and  seem  to  be  a  part  of  the  segmentation  of  the  thorax. 
A  pinched  appearance  is  given  to  the  prothoracic  shield  by  the  knifelike  aspect 
of  the  median  carina.  At  the  posterior  end  of  the  abdomen  the  cerci  extend 
to  and  a  little  bey(md  the  apex  of  the  supraanal  plate,  being  large  and  con- 
spicuous in  proportion  to  the  rest  of  the  parts ;  the  supraanal  plate  is  bluntly 


12  TECHNICAL  BULLETIN   19  0,  U.  S.  DEPT.  OF  AGRICULTURE 

rounded  at  the  apex.  A  difference  in  sex  can  be  distinguished  only  with  a 
lens.  The  rudimentary  subgenltal  plate  of  the  male  and  the  dorsal  valves 
of  the  ovipositor  of  the  female  look  very  much  alike  and  are  easily  confused, 
owing  to  the  deeply  notched  subgenltal  plate.  However,  there  can  be  seen  two 
small  buds  or  rudimentary  ventral  valves  of  the  ovipositor  issuing  from  the 
eighth  abdominal  segment.     (Fig.  6,  G.) 

The  number  of  days  included  in  this  instar  ranged  from  4  to  15, 
with  an  average  of  about  8. 


'^•t 


B 


Figure  6.. — The  lesser  migratory  grasshopper,  first  instar.  A,  Female.  X  5.4  ;  B,  male, 
X  5.4  ;  C  and  D,  dorsal  and  lateral  tip  of  abdomen  of  male,  X  23.9 ;  E,  lateral  of 
thoracic  segments,  X  15.3 ;  F  and  G,  dorsal  and  lateral  of  tip  of  abdomen  of 
female,   X23,9 


THE   LESSER  MIGRATORY  GRASSHOPPER 


SECOND    IN STAR 


13 


In  general  the  second-instar  njniph  is  about  half  again  as .  large  as  that 
of  the  first  instar  and  is  paler  and  not  so  strongly  mottled,  but  the  body  mark- 
ings are  more  definite.     (Fig.  7.)     The  prothorax  is  more  rounded   laterally 


w 


Figure  7. — The  lessor  migratory  grasshopper,  second  instar.  A,  female,  X5.15;  B, 
male,  XS.la;  C  and  D,  dorsal  and  lateral  of  tip  of  abdomen  of  male,  X3a.6;  B, 
lateral  thoracic  segments,  X14.1;  F  and  G,  dorsal  and  lateral  of  tip  of  abdomen 
of  female,    X30.6 


14  TECHNICAL  BULLETIN   19  0,  U.  S.  DEPT,  OF  AGRICULTURE 

and  loses  its  pinched  appearance  us  tlie  median  carina  becomes  less  knifelike. 
The  mesothoracic  and  metathoracic  segments  remain  rounded  at  the  bottom, 
but  the  wing  pads  begin  to  bulge  in  such  a  manner  as  to  be  slightly  visible 
externally.  In  proportion  to  the  other  parts  of  the  tip  of  the  abdomen,  the 
cerci  of  both  males  and  females  have  become  less  elongated  and  are  not  very 
prominent.  The  supraanal  plate  is  more  pointed  at  its  apex.  The  sex  is  easily 
distinguished,  the  subgenital  plate  of  the  male  and  the  valves  of  the  ovipositor 
of  the  female  being  readily  perceived.  The  length  of  the  hind  femur  aver- 
ages 3.3  mm.,  the  length  of  the  antenna  averages  1.8  mm.,  and  there  are  from 
14  to   16   antennal  segments. 

The  number  of  days  required  for  this  instar  ranged  from  3  to  12, 
the  usual  number  being  6. 

THIRD    INSTAR 

The  average  size  of  the  third-instar  nymph  is  about  twice  that  of  the  first 
Instar.  (Fig.  8.)  Wing  pads  for  the  first  time  are  plainly  visible,  rx)inting 
downward  and  showing  a  slight  venation.  Body  markings  are  more  definite 
and  remain  about  the  same  during  the  rest  of  the  nymphal  development.  The 
subgenital  plate  of  the  male  and  the  valves  of  the  ovipositor  in  the  female 
extend  well  up  toward  the  apex  of  the  supraanal  plate.  The  length  of  the 
hind  femur  averages  4.7  mm.  and  that  of  the  antenna  2.4  mm.,  and  the  latter 
have  17  to  18  segments. 

The  number  of  days  required  in  this  instar  ranged  from  3  to  30, 
the  most  frequent  number  being  6. 

FOUBTH    INSTAR 

Normally,  in  the  fourth  instar,  the  wing  pads  are  turned  upward  for  the  first 
time  and  extend  well  back  beyond  the  middle  of  the  first  abdominal  segment, 
and  there  is  a  well-defined  venation.  (Fig.  9.)  Individuals  whose  wing  pads 
are  turned  upward  in  the  fourth  instar  undergo  five  instars  in  their  nymphal 
development.  Very  often,  however,  the  wing  pads  of  some  specimens  are 
not  turned  upward  after  the  third  molt,  but  remain  pointing  downward,  as 
in  the  female  individual  shown  at  the  left  in  the  photograph  of  the  fourth 
instar.  (Fig.  9,  A.)  Such  individuals  undergo  six  instars.  A  careful  study 
of  these  has  been  made  and  recorded  in  the  paragraph  describing  this  phe- 
nomenon. The  total  length  of  the  normal  individuals  which  undergo  five  instars 
is  about  11  mm.  at  this  stage  of  development.  There  are  either  19  or  20  anten- 
nal segments,  and  the  antenna  averages  about  3.1  mm.  in  length.  The  hind 
femur  is  about  5.7  mm.  long.  For  the  first  time  in  the  male  the  furculae  are 
visible,  and  the  subgenital  plate  extends  beyond  the  apex  of  the  supraanal 
plate.  In  the  female  the  valves  of  the  ovipositor  extend  farther  toward  the 
apex  of  the  supraanal  plate.  A  dorsal  view  of  the  posterior  end  of  the  abdo- 
men of  both  sexes  shows  the  podical  plates  extending  beyond  the  tip  of  the 
supraanal  plate  and  broadly  triangular. 

The  number  of  days  for  this  instar  ranged  from  3  to  11,  with  an 
average  of  about  7  days. 

FUTH    INSTAR 

This  description  applies  to  the  fifth  instar  in  individuals  undergoing  only  five 
instars.  The  wing  pads  are  more  elongated  than  in  the  fourth,  and  extend 
backward  beyond  the  third  or  fourth  abdominal  segment.  (Fig.  10.)  The  total 
length  of  the  grasshopper  in  this  instar  is  about  14  mm.  There  are  from  21 
to  22  segments  in  the  antenna,  the  length  of  which  averages  5.8  mm.  The 
length  of  the  hind  femur  averages  approximately  8.9  mm.  In  the  male  the 
subgenital  plate  extends  well  beyond  the  supraanal  and  podical  plates,  the 
furculse  are  well  developed,  and  the  cerci  are  much  more  fiattened  and  each 
is  shaped  more  or  less  like  a  boot.  In  the  female  the  valves  of  the  ovipositor 
extend  beyond  the  supraanal  and  podical  plates,  but  the  cerci  are  more  rudi- 
mentary. 


THE  LESSEE  MIGRATOKY  GRASSHOPPER 


15 


Figure  8. — The  lesser  migratory  prrasshopper,  third  instar,  A.  Female.  X  2.55  ;  B, 
male,  X2.55;  C  and  D,  dorsal  and  lateral  of  tip  of  abdomen  of  male,  X31.0;  E, 
lateral  of  thoracic  segments,  x  13.6  ;  F  and  G,  dorsal  and  lateral  of  tip  of  abdomen 
of  female^  X31.0 


16         TECHNICAL  BULLETIN  19  0,  U.  S.  DEPT.  OF  AGRICULTURE 


B 


Figure  9. — The  lesser  migratory  grasshopper,  fourth  instar.  A,  female.  X2.2,  wing 
pads  still  pointing  down,  therefore  a  6-instar  individual  ;  B,  male,  X  2.2,  showing 
regular  development ;  C,  lateral  of  thoracic  segments  of  male.  X  15.9  ;  D  and  E, 
lateral  and  dorsal  of  tip  of  abdomen  of  female,  X  15.5  ;  F  and  G,  lateral  and  dorsal 
of  tip  of  abdomen  of  male,    X15.5 


THE    LESSER   MIGRATORY   GRASSHOPPER  17 

The  number  of  days  required  for  this  instar  is  from  6  to  10,  with 
an  average  of  about  8  days. 

Exceptions  to  the  foregoing  description  are  found  in  those  indi- 
viduals which  go  through  six  instars.  These  particular  specimens, 
except  for  size,  show  a  regular  fourth-instar  development  upon  ar- 
riving at  the  fifth  instar.  In  size  they  are  about  as  large  as  speci- 
mens in  the  fifth  instar  at  this  stage.  The  female  at  the  left  in  the 
photograph  of  the  fifth  instar  has  molted  four  times,  but  shows  only 
fourth-instar  development,  though  it  is  nearly  the  same  size  as  the 
regular  fifth-instar  male  shown  on  the  right.     (Fig.  10,  A.) 

EXTKA    INSTAR 

An  effort  was  made  to  determine  at  what  point  in  the  nymphal 
development  of  this  species  the  extra  instar  occurs.  Twenty-five 
newly-hatched  nymphs  were  placed  separately  in  glass  tubes  as 
previously  described,  and  fed  from  day  to  day.  After  each  in- 
dividual had  entered  each  successive  instar,  it  was  carefully  ex- 
amined under  a  binocular  microscope  in  order  to  ascertain  whether 
it  showed  any  marked  difference  in  size  or  characteristics  from 
others  of  the  same  instar. 

It  was  already  known  that  all  individuals  of  this  species  invari- 
ably have  their  wing  pads  turned  upward  in  the  last  two  instars 
before  reaching  maturity.  This  applies  to  all  species  of  grass- 
hoppers so  far  as  is  known.  No  structural  differences  are  shown 
during  these  last  two  instars  whether  five  or  six  instars  occur.  There- 
fore, when  the  extra  instar  does  occur,  it  must  appear  before  what 
w^ould  be  the  fourth  instar,  if  there  are  only  five  instars  in  all,  or 
before  the  fifth  instar,  if  there  are  six.  In  view  of  this  fact,  it  was 
necessary  to  make  a  careful  study  of  only  the  first  three  instars. 

At  this  point  a  verification  of  the  use  of  this  method  would  con- 
firm the  results  of  the  experiment.  In  planning  the  work  for  this 
particular  experiment,  there  were  certain  things  that  could  reason- 
ably be  expected  at  the  outset,  and  these  were  as  follows:  Of  the 
25  specimens  to  be  reared  for  study  it  was  believed  that  some  would 
undergo  five  instars  and  some  would  develop  the  sixth  or  extra 
instar,  before  reaching  maturity.  Furthermore,  those  that  under- 
went five  instars  should  show  the  same  structural  development 
among  themselves  throughout  the  whole  nymphal  period.  This 
similarity  could  also  be  expected  among  those  that  underwent  six 
instars.  Finally,  the  extra  instar  must  occur  between  the  hatching  of 
the  egg  and  the  regular  fourth  instar  for  reasons  set  forth  in  the 
preceding  paragraph. 

With  these  facts  upon  which  to  base  the  rest  of  the  procedure,  the 
reasons  for  using  this  method  are  as  follows:  Should  the  extra 
instar  occur  before  the  first  molt,  then,  of  the  25  newly  hatched 
nymphs,  those  that  were  undergoing  this  extra  instar  must  show 
some  difference  in  structure  and  size  from  those  that  were  under- 
going the  normal  or  5-instar  development.  Otherwise  it  could  not 
be  called  the  extra  instar.  Should  this  extra  instar  occur  between 
the  first  and  second  molts,  then  after  the  first  molt  those  that  were 
experiencing  this  extra  stage  would  show  some  differences  from 
those  regularly  in  the  second  instar  and  undergoing  five  instars. 
109766—30 3 


18  TECHNICAL  BULLETIN    19  0,  U.  S.  DEPT.  OF  AGRICULTURE 


FiGDREJ  10. — Tlie  lesser  migratory  grasshopper,  fifth  instar.  A,  female.  X  2.3  ;  sixth- 
instar  individual,  showing  fourth-instar  development  after  molting  four  times ;  B, 
male,  X  2.3,  showing  regular  development :  C,  lateral  of  thoracic  segments,  X  7.3  ; 
D  and  E,  lateral  and  dorsal  of  tip  of  abdomen  of  female,  X15.1  ;  F  and  G,  lateral 
and  dorsal  of  tip  of  abdomen  of  male,    X  15.1 


THE   LESSER   MIGRATORY  GRASSHOPPER  19 

This  same  reasoning  holds  true  throughout  the  rest  of  the  develop- 
ment. Therefore,  if  any  individual,  or  group  of  individuals,  after 
hatching  or  after  any  given  molt,  shows  for  the  first  time  a  common 
difference  from  the  remaining  specimens  that  have  molted  the  same 
number  of  times,  and  the  individual  or  group  showing  this  differ- 
ence undergoes  six  instars  and  the  other  group  undergoes  five,  then 
it  can  be  said  that  the  extra  instar  occurs  at  this  point  in  the 
nymphal  development  of  the  species. 

There  are  three  arguments  that  could  be  used  against  such  rea- 
soning. One  is  that  the  extra  instar  may  have  occurred  after  molts 
previous  to  the  one  after  it  was  first  noticed,  and  may  have  escaped 
observation  because  the  differences  were  so  slight.  Or  perhaps  there 
is  no  definite  extra  instar,  but  rather  a  modification  of  all  the  instars. 
The  third  argument  is  that  this  extra  instar  is  fortuitous  in  that  it 
may  occur  at  any  point  of  the  development  and  that  the  proof  of 
the  conclusions  reached  in  this  study  should  be  strengthened  with 
more  material  and  more  data.  However,  the  results  were  so  out- 
standing as  practically  to  preclude  all  these  arguments. 

The  following  method  of  reasoning  and  procedure  was  used  in  the 
study  of  the  development  of  the  25  specimens:  It  was  found  that 
structural  differences  and  a  difference  in  size  were  first  noticeable 
after  the  third  molt.  Up  to  this  point  the  development  had  been 
practically  the  same  in  all  cases.  The  normal  5-instar  grasshoppers 
had  their  wing  pads  turned  upward  after  the  third  molt,  whereas 
the  rest  of  the  specimens  did  not.  After  the  third  molt  the  wing 
pads  of  these  latter  nymphs  still  pointed  downward  and  differed 
from  any  of  those  still  in  the  third  instar  in  that  the  wing  pads  were 
more  elongated,  were  pointed,  and  showed  a  more  distinct  venation. 
(Fig.  11,  C.)  These  individuals  also  were  much  larger  than  the 
xhird-instar  nymphs,  being  nearly  of  the  same  size  as  those  whose 
wing  pads  were  turned  upward  and  who  were  in  the  normal  fourth 
instar.  Invariably  they  underwent  six  instars,  the  fifth  and  sixth 
of  these  being  structurally  the  same  as  the  fourth  and  fifth  instars, 
lespectively,  of  the  5-instar  nymphs.  The  extra  instar,  therefore, 
occurs  after  the  third  molt  or  between  the  regular  third  and  fourth 
instars. 

These  facts  are  well  illustrated  by  the  photograph  and  drawings 
depicting  this  phenomenon.  In  Figure  11,  from  left  to  right,  the 
three  specimens  are  as  follows :  A  is  a  normal  second-instar  nymph ; 
B  is  a  normal  third-instar  nymph ;  C  is  a  nymph  whose  wing  pads 
did  not  turn  up  after  molting  three  times  and  which  does  not  show 
any  of  the  fourth-instar  characteristics  except  for  general  size,  and 
is  in  the  extra  instar.  The  drawings  show  the  development  of  the 
wing  pads  in  the  second,  third,  extra,  and  fourth  instars,  indicating 
the  difference  between  the  third  and  the  extra  instar. 

Measurements  of  specimens  in  the  extra  instar  indicate  that  they 
are  intermediate  in  size  between  the  regular  third-instar  and  regular 
fourth-instar  representatives.  There  are  19  segments  in  the  antenna, 
which  is  about  3.25  mm.  long.  The  length  of  the  hind  femur  aver- 
ages about  5.92  mm. 

Measurements  of  extra-instar  nymphs  indicate  that  in  the  fifth 
and  sixth  instars  they  are  larger  than  the  normal  fourth-instar  and 


20  TECHNICAL  BULLETIN   19  0,  IT.  S.  DEPT.  OF  AGRICULTURE 

fifth-instar  nymiDhs,  though  structurally  the  same.    These  points  are 
brought  out  in  the  summary  of  measurements  given  in  Table  1. 

The  extra  instar  averaged  about  6.4  days  in  length,  and  individuals 
that  undergo  six  instars  have  a  greater  average  number  of  days  in 
their  nymphal  development  than  do  those  undergoing  five,  the  aver- 
age time  being  44.4  and  36  days,  respectively. 


B 


Figure  11. — The  lesser  migratoi-y  grasshopper,  extra  instar.  A,  Second-instar  nymph, 
X3,  molted  once;  B.  third-instar  nymph,  X3,  molted  twice;  C,  extra-instar 
nymph,  X3,  molted  three  times;  D,  E,  F',  and  G,  laterals  of  thoracic  segnnents 
of  second,   extra,  third,   an-d  fourth  instar  nymphs,   respectively,    X13.0 


THE  LESSER  MIGItATORY  GRASSHOPPER 


21 


Table  1. — Summarp  of  mcdsurements'  during  nymphal  development  for,  ffrass- 
hoppers  of  Melanoplus  atlanis  having  the  nornuil  number  of  instars  and  for 
those  having  the  extra  instar 


Instar 

Segments   of 
antenna 

Length  of 
antenna 

Length  of 
hind  femur 

Width  of 
hind  femur 

Average  dura- 
tion of  instar 

For 
normal 

For 
extra 

For 
normal 

For 
extra 

For 
normal 

For 
extra 

For 
normal 

For 
extra 

For 
normal 

For 
extra 

1 

Num- 
ber 
12 
15 
18 
20 
22 

Num- 
ber 
12 
15 
18 
19 
22 
23 

Mm. 
1.51 
1.90 
2.80 
4.20 
5.83 

Mm. 
1.51 
1.90 
2.80 
3.25 
5.22 
6.81 

Mm. 
2.39 
3.30 

4.71 
6.58 
8.95 

Mm. 
2.39 
3.30 
4.71 
5.92 
7.62 
9.31 

Mm. 
0.75 
1.00 
1.42 
1.93 
2.51 

Mm. 
0.75 
1.00 
1.42 
1.80 
2.23 
2.68 

^^2 

6.4 
6.2 
6.5 

8.7 

Days 
10.5 

2                          

6.2 

3 

5.9 

4 

6.4 

5. - 

6.5 

6                     

8.9 

THE  ADULT 

The  last  or  adult  stage  (fig.  12)  is  reached  after  the  fifth  molt 
in  grasshoppers  undergoing  five  instars  and  after  the  sixth  in  those 
developing  six  instars.  Molting  usually  takes  place  during  the 
warmer  hours  of  the  morning.  As  soon  as  the  adult  has  become  de- 
tached from  the  old  skin,  according  to  Riley  {^^-y  V-  ^<5^)j  iii  his 
description  of  the  last  molt  of  M,  spretv^s^ 

The  front  wings  are  at  first  rolled  longitudinally  to  a  point,  and  as  they 
expand  and  unroll,  the  hind  wings,  which  are  tucked  and  gathered  along  the 
veins,  at  first  curl  over  them.  In  ten  or  fifteen  minutes  from  the  time  of  ex- 
trication these  wings  are  fully  expanded  and  hang  down  like  dampened  rags. 
From  this  point  on  the  broad  hind  wings  begin  to  fold  up  like  fans  beneath  the 
narrower  front  ones,  and  in  another  ten  minutes  they  have  assumed  the  normal 
attitude  of  rest. 


The  pale  color  soon  gives  way  to  the  final  tints. 


The  median  carina  of  the  prothorax  is  crossed  transversely  by  the  principal 
sulcus,  which  forms  a  deep  groove.  In  the  male  the  subgenital  plate  is  notched 
and  extends  far  beyond  the  apex  of  the  supraanal  plate,  and  forms  the  tip  of  the 
abdomen.  During  the  earlier  stages  of  development  the  subgenital  plate,  from 
the  standpoint  of  relative  size,  is  dwarfed  by  the  other  parts,  cerci  and  supra- 
anal  and  podical  plates,  which  compose  the  tip  of  the  abdomen.  In  each 
successive  instar  the  subgenital  plate  becomes  larger  in  proportion  to  the  other 
parts,  until  at  maturity  it  is  by  far  tlie  largest  part.  The  pallium  is  now 
plainly  visible  in  the  form  of  a  ridgelike  structure,  covered  with  a  soft  integu- 
ment, lying  within  the  cavity  of  the  subgenital  plate  just  beyond  the  apex  of  the 
supraanal  plate.  The  cerci  of  the  male  have  developed  from  conical  appendages 
into  broad  flattened  claspers,  bluntly  rounded,  inbent  apically.  The  furculae 
are  more  or  less  divergent,  forming  slight,  slender,  acuminate  spines.  In  the 
female  the  valves  of  the  ovipositor,  similarly  to  the  subgenital  plate  of  the 
male,  have  increased  in  relative  size  until  they  now  extend  well  beyond  the 
tip  of  the  supraanal  plate  as  short,  curved,  movable,  hooklike  plates,  the  dorsal 
valves  curving  upward,  the  ventral  valves  downward.  The  cerci  of  the  female 
have  decreased  proportionately  in  size  from  prominence  to  inconspicuousness. 

REPRODUCTION 

Copulation  first  takes  place  about  two  weeks  after  the  adult  stage 
is  reached.  In  the  case  of  a  male  and  a  female  of  this  species  reaching 
maturity  on  the  same  day,  the  period  from  the  last  molt  to  the  first 
copulation  was  17  days,  under  laboratory  conditions.  These  same 
individuals  copulated  fourteen  times  over  a  period  of  38  days,  being 


22  TECHNICAL  BULLETIN   19  0,  tJ.  S.  DEPT.  OF  AGRICULTURE 

in  coition  seven  times  over  a  period  of  15  days  after  the  female  had 
deposited  the  first  egg  pod.  Twenty  days  after  these  individuals 
were  first  seen  in  coition  the  female  laid  her  first  pod.  She  then 
oviposited  ten  times  over  a  period  of  35  days,  the  total  number  of 


Figure  12. — The  lesser  migratory  grasshopper,  adult,  A,  female,  X 1 ;  B,  male,  X 1 ; 
C,  lateral  tip  of  abdomen  of  female,  X  6.7  ;  D,  dorsal  tip  of  abdomen  of  female. 
X  13.3  ;  E,  lateral  of  prothoracic  shield  of  male,  X  7.6  ;  F  and  G,  lateral  and  dorsal 
of  tip  of  abdomen  of  male,    X  6.7 

eggs  being  197,  or  an  average  of  about  20  eggs  a  pod.  The  female 
died  4  days  after  the  last  pod  was  laid,  and  the  male  lived  36  days 
after  the  last  copulation.  Altogether,  the  male  lived  91  days  and  the 
female  76. 


THE   LESSER  MIGRATORY  GlRASSHOPPER  23 

Oviposition  usually  takes  place  in  firm  soil  of  sandy  loam  under 
a  covering  of  Kussian  thistles,  or  straw  at  the  base  of  grain  stubble, 
or  in  the  crowns  of  alfalfa  or  native  grasses.  According  to  one 
observation  made  by  Stewart  Lockwood,  at  Billings,  Mont.,  the  time 
occupied  in  depositing  one  pod  was  54  minutes,  and  in  this  pod  were 
19  eggs.  In  a  discussion  of  the  possibilities  of  increase  of  M.  spretus 
{2Jf)  it  was  recalled  that  in  one  female  oi  spretus  there  were  50  ovarian 
tubes  in  each  ovary,  making  100  in  all,  each  containing  10  rudimen- 
tary eggs,  besides  the  nearly  ripe  ones.  The  females  of  the  grass- 
hopper now  known  as  atlanis  ^re  no  doubt  just  about  as  prolific,  and 
under  favorable  conditions  they  can  multiply  very  rapidly. 

SEASONAL  HISTORY 

It  is  impossible  to  give  exact  dates  or  periods  for  the  various  events 
or  stages  that  make  up  the  seasonal  history  of  M.  atlanis  in  Montana, 
for  these  are  governed  each  year  by  the  weather  conditions  then 
prevailing. 

In  one  locality  in  northern  Montana  in  1923  the  peak  of  hatching 
was  reached  about  May  1.  In  1924  this  occurred  around  June  1,  in 
1925  nearer  the  middle  of  June,  in  1926  in  the  last  week  of  April,  and 
in  1927  in  the  latter  part  of  June.  The  eggs  are  so  far  advanced  in 
their  embryological  development  in  the  fall  that  it  requires  only  a 
week  or  10  days  of  hatching  temperatures  to  cause  a  general  hatch. 
The  term  "hatching  temperatures"  means  that  during  this  period 
of  a  week  or  10  days  the  soil  temperature  at  the  depth  of  the  eggs 
must  range  above  70°  F.  for  from  11  to  20  hours  each  day,  reaching 
maximums  of  74°  to  90°,  and  averaging  not  more  than  4  hours  a  day 
below  60°.  However,  in  any  particular  year  the  hatching  period  may 
extend  over  a  month  or  even  six  weeks,  and  may  be  expected  to 
commence  at  any  time  from  April  15  to  June  15,  depending  upon  the 
occurrence  of  such  conditions  as  have  just  been  described. 

The  length  of  the  nymphal  development  also  depends  upon  the 
weather  conditions.  In  1926,  in  northern  Montana,  fifth-instar 
nymphs  were  first  observed  June  3,  but  the  majority  of  the  grass- 
hoppers were  in  the  third  instar.  Collections  made  again  on  June 
22  showed  the  majority  still  in  the  third  and  fourth  instars,  and  no 
adults  appeared  until  about  July  5.  The  season  was  very  late  in  1927, 
and  no  adults  appeared  until  about  August  1.  Ordinarily  egg 
laying  begins  about  the  middle  of  August  and  extends  oh  through 
September  and  October  and  into  November,  providing  the  weather 
permits. 

Heat  seems  to  be  the  important  factor  in  all  these  activities. 
Hatching,  nymphal  development,  copulation,  and  oviposition  are 
all  affected  by  the  temperature  in  such  a  way  that  in  no  two  years 
is  the  seasonal  history  the  same. 

MIGRATORY  HABITS 

NYMPHAL  MIGRATIONS 

When  the  young  nymphs  first  emerge  from  the  eggs  they  feed 
upon  the  nearest  available  plants,  which  in  most  cases  in  Montana 
are  the  native  grasses  or  young  tender  Russian  thistles.     During 


24  TECHNICAL  BULLETIN  190,  U.  S.  DEPT.  OF  AGRICULTURE 

their  early  nymphal  stages  they  seek  shelter  in  the  cracks  in  the 
ground  or  in  weed  patches,  congregating  at  night  or  during  in- 
clement weather,  and  are  active  only  during  the  warmer  hours  of  the 
day  when  conditions  are  right. 

At  some  time  during  the  nymphal  development  they  usually 
migrate  in  swarms  into  cultivated  crops  adjoining  or  near  by.  This 
migratory  propensity,  however,  is  seldom  manifested  during  the 
first  and  second  instars;  all  the  observations  of  such  movements  made 
in  Montana  have  shown  the  migrating  nymphs  to  be  in  the  third, 
fourth,  or  fifth  instars.  The  migrations  take  place  during  the 
warmer  hours  of  the  day  and  do  not  last  over  six  hours  in  any  one 
day.  The  nymphs  travel  about  3  yards  a  minute  (^5,  ^^),  and 
during  this  period  of  development  they  have  never  been  known 
to  disperse  more  than  10  miles  from  the  i)lace  of  hatching,  and  more 
often  this  distance  is  under  5  miles.  The  individual  movement  is 
first  a  run,  then  a  hop,  and  then  a  rest.  When  a  person  walks  into 
a  swarm  of  migrating  nymphs  the  young  grasshoppers  all  jump 
in  the  same  direction,  which  is  the  direction  of  the  migration.  When 
not  migrating,  however,  they  scatter  in  all  directions  when  disturbed. 
This  habit  may  be  used  to  determine  whether  or  not  a  migration 
is  in  progress  and  also  to  indicate  its  general  direction. 

As  to  the  causes  of  migration,  the  only  factor  which  seems  to 
bear  directly  upon  it  is  food.  Practically  all  observations  made  in 
Montana  have  shown  that  the  direction  of  the  migrations  has  been 
toward  more  succulent  and  abundant  food  and  usually  has  been 
from  the  hatching  grounds  toward  the  nearest  available  crop,  re- 
gardless of  direction  of  wind,  sun,  or  points  of  the  compass.  This 
does  not  mean,  however,  that  there  are  no  external  limitations  on 
certain  phases  of  these  collective  movements.  Observations  on 
nymphal  migrations  which  occurred  in  northern  Montana  during 
June,  1926,  indicated  that  there  were  external  physical  factors  that 
limited  the  time  in  which  this  event  took  place.  Of  these  limiting 
influences  atmospheric  temperature  seemed  to  be  of  most  importance. 
This  is  indicated  by  the  results  of  the  observations  recorded  in  the 
paragraphs  which  follow.  The  atmospheric  temperatures  given 
were  taken  at  an  elevation  of  3  feet,  while  the  soil  temperatures  were 
taken  at  the  surface  of  the  ground  with  the  bulb  of  the  thermometer 
lightly  but  completely  covered  with  dirt. 

On  June  3,  1926,  a  southward  movement  of  nymphs,  mostly  in 
the  third  instar,  began  in  a  wheat-stubble  field  at  12  o'clock  noon. 
At  this  time  the  air  temperature  was  73°  F.,  and  the  temperature  on 
the  exposed  surface  of  the  soil  was  85°.  This  migration  ceased 
at  4  p.  m.  of  the  same  day,  at  which  time  the  air  temperature  was 
74°  and  the  soil  temperature  90°. 

The  next  observations  were  made  of  nymphs  moving  out  of  a  160- 
acre  field  into  a  neighboring  wheat  field  across  the  road.  At  this 
time  the  wheat  was  about  6  or  8  inches  high.  This  movement  oc- 
curred during  the  warmer  hours  of  the  day,  over  a  period  of  three 
days,  June  7  to  9,  inclusive.  The  general  direction  of  the  migration 
was  toward  the  northwest  corner  of  the  stubble  field,  then  north 
across  the  road  into  the  adjacent  southeast  corner  of  the  wheat 
field,  the  grasshoppers  spreading  out  after  entering  the  wheat. 
Most  of  the  nymphs  were  in  the  fourth  and  fifth  instars.     On  June 


THE   LESSER  MIGRATORY   GRASSHOPPER 


25 


7  the  beginning  of  the  migration  was  not  observed,  but  the  movement 
ceased  at  4  p.  m.,  when  the  air  temperature  was  76°  F.  and  the 
temperature  on  the  exposed  surface  of  the  soil  was  90° ;  the  sky  was 
clear  and  a  stiff  east  wind  was  blowing.  The  nymphs  congregated 
for  the  night  in  the  heavy  growth  of  Kussian  thistles  in  the  road 
and  along  the  fences.  The  next  day  the  migration  began  at  10.30 
a.  m.,  when  the  air  temperature  was  82°  and  the  soil  temperature  on 
the  exposed  surface  was  90°,  the  sky  being  clear  and  a  moderate 
southwest  wind  blowing.  The  cessation  of  this  day's  movement 
was  not  observed.  On  June  9  there  occurred  a  variable  migration 
due  to  fluctuating  temperatures  caused  by  alternate  clear  and  cloudy 
skies.  There  was  very  little  wind,  just  a  slight  breeze  now  and  then. 
The  nymphs  were  first  noticed  moving  across  the  road  at  10  a.  m. 
About  an  hour  later  this  movement  had  ceased  altogether,  even 
though  conditions  seemed  not  to  have  changed.  Some  explanation 
was  sought  for  the  cessation  of  this  migration,  and  close  observation 
for  an  hour  showed  a  fluctuation  of  a  few  degrees  in  temperature 
with  corresponding  changes  in  the  migratory  movements  of  the 
grasshoiDpers.  In  order  to  facilitate  the  recording  of  exact  temper- 
atures at  which  any  change  in  the  progress  of  the  migration  took 
place,  the  observer  sat  at  the  edge  of  the  road  across  which  the 
grasshoppers  were  moving,  with  thermometers  in  easy  reach.  As 
before,  air  and  soil  temperatures  were  recorded  and  conditions  of 
sky  and  wind  were  noted.    The  results  are  given  in  Table  2. 


Table  2. — Fluctuatinff  temperatures  and  miffratory  movements  of  nym4)hs  of 
Melanoplus  atlanis,  June  9,  1926 


Time 

Event 

Tempera- 
ture of  air 
3  feet 
above 
ground 

Soil  temperature 
at  surface 

Un- 
shaded 

Shaded 

a.m. 
10.00 
11.00 
11.10 
11.15 
11.17 
11.20 
11.25 
11.28 
11.32 
1  11. 40 

General  migration  began    

68 
68 
65 
66 
68 
66 
68 
72 
68 
72 

93 
93 

88 
88 
88 
88 
90 
93 
93 
104 

OF. 

77 
81 
81 
81 
81 
81 
82 
83 
83 
88 

General  migration  ceased     

No  movement        ..  . 

Movement  increased 

General  migration  began    

Migration  retarded  temporarily 

1  At  11.40  a.  m.  the  sun  came  out  good  and  strong  and  stayed  out,  and  there  was  no  wind  except  a  slight 
breeze  now  and  then,  and  from  this  time  on  the  temperature  rose  steadily. 

The  fluctuation  in  temperature,  and  especially  in  air  temperature, 
was  due  to  alternate  sunshine  and  cloudiness.  While  the  sun  was 
shining  the  air  would  be  warmed  and  the  grasshoppers  would  start 
moving.  This  would  last  a  few  minutes,  and  then  a  cloud  would 
obscure  the  sun  or  a  cool  breeze  would  spring  up.  The  nymphs 
would  then  cease  moving.  These  observations  and  data  indicate 
that  the  atmospheric  temperature  was  the  regulating  factor  of  these 
movements.  When  this  went  below  68°  F.  migration  ceased,  but  it 
was  resumed  when  the  temperature  again  attained  this  level.  How- 
ever, no  general  movement  took  place  until  the  air  temperaturQ 


26  TECHNICAL  BULLETIN  19  0,  U.  S.  DEPT.  OF  AGRICULTURE 

reached  72°.  This  temperature  checks  very  closely  with  the  air  tem- 
peratures observed  at  the  beginning  and  end  of  the  general  migration 
of  June  3,  1926,  which  occurred  about  2  miles  west  of  the  scene  of 
that  just  described. 

MIGRATIONS  OF  ADULTS 

The  adults  of  this  species  migrate  on  the  wing  in  large  swarms 
over  great  distances.  These  migrations,  or  flights,  as  they  are  gen- 
erally called,  usually  occur  in  the  latter  part  of  July  or  in  August, 
but  sometimes  in  September.  Many  theories  have  been  advanced  to 
account  for  these  flights.  Their  cause  really  is  unknown,  although 
there  are  a  few  facts  that  might  throw  some  light  on  the  subject. 
These  flights  occur  only  when  the  species  is  abundant.  This  grass- 
hopper is  a  very  strong  flyer  and  when  disturbed  in  the  field  it 
often  rises  and  flies  50  or  100  yards.  During  the  heat  of  the  day, 
on  very  hot  days,  these  grasshoi)pers  become  very  restless  and  will 
fly  straight  up  in  the  air,  several  at  a  time,  and  circle  around  at 
elevations  of  100  feet  or  more  above  the  ground,  gradually  gathering 
until  quite  a  swarm  of  them  is  flying  around  overhead.  Perhaps 
they  are  trying  to  escape  from  the  heat  by  seeking  the  lower  tempera- 
ture of  the  upper  air.  An  abundance  of  sarcophagid  or  tachinid 
flies,  their  worst  enemies,  will  also  cause  them  to  fly  up  into  the 
air.  When  circling  around  in  this  manner  they  may  be  caught  by 
currents  in  the  upper  air  and  carried  off  in  the  direction  of  the 
wind.  Being  strong  flyers  and  being  thus  aided  by  the  wind,  they 
can  travel  great  distances.  During  the  summer  of  1923  the  flights 
observed  in  northern  Montana  were  all  toward  the  west.  The  fol- 
lowing summer  they  were  in  the  opposite  direction.  No  major 
flights  of  this  species  have  been  reported  in  Montana  since  1924. 
A  flight  was  reported  in  western  Kansas  in  September,  1927. 

FEEDING 

Members  of  this  species  do  most  of  their  feeding  between  8  and 
11  a.  m.  This  is  illustrated  by  the  histogram  for  the  average  daily 
feeding,  shown,  in  Figure  13.  The  curve  is  derived  from  data 
obtained  from  observations  made  of  grasshoppers,  mostly  atlanis, 


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Fkjurb    13. — Histogram    of   the   average   daily   feeding   of 
Melmwplus  atlanis 


THE  LESSER  MIGRATOEY  GRASSHOPPER  27 

feeding  on  samples  of  poisoned-bran  mash  used  in  experimental 
work  with  bait^  in  northern  Montana  in  the  summer  of  1924.  In 
this  work  there  were  22  days  of  observations,  made  in  two  different 
localities,  viz,  Havre  and  Cut  Bank.  This  curve  shows  that  after 
11  a.  m.  the  feeding  declines  until  between  3  and  4  p.  m.,  when  it 
rises  for  a  short  time,  declining  again  after  4  p.  m.  The  confor- 
mation of  this  curve  is  probably  due  to  the  fact  that  the  grass- 
hoppers, after  an  all-night  fast,  move  to  satisfy  their  hunger,  their 
feeding  increasing  as  the  morning  advances  and  the  air  becomes 
warmer.  After  hunger  has  been  satisfied  feeding  naturally  declines 
and  becomes  more  desultory  during  the  rest  of  the  day. 

Other  factors,  however,  also  influence  the  feeding.  Most  of  the 
feeding  is  done  between  the  limits  of  65°  and  85°  F.  air  temper- 
ature taken  at  an  elevation  of  4  feet,  with  optimum  feeding  tem- 
peratures between  70°  and  80°.  Little  or  no  feeding  takes  place 
when  atmospheric  temperatures  are  above  90°  or  below  60°.  This 
grasshopper  can  abstain  from  eating  for  several  days  and  does  so 
during  periods  of  cold,  cloudy,  or  rainy  weather.  One  observation 
made  at  Havre,  Mont.,  in  June,  1924,  showed  the  feeding  to  be  four 
times  as  heavy  on  the  day  after  a  4-day  rainy  period  as  on  any  day 
previous  to  it.  More  feeding  is  done  when  the  sky  is  clear.  During 
a  moderate  or  stiff  wind  the  feeding  falls  off  or  ceases  entirely  and 
is  not  resumed  until  the  wind  dies  down. 

The  optimum  feeding  time,  therefore,  is  from  8  to  11  a.  m.,  when 
the  sky  is  clear,  when  there  is  little  or  no  wind,  and  when  the  air 
temperatures  range  from  70°  to  80°  F. 

This  species  may  be  said  to  be  almost  omnivorous  in  its  food 
habits,  the  diet  depending  of  course  upon  the  abundance  of  food. 
When  famished,  it  will  feed  on  fabrics,  both  cotton  and  w^oolen, 
dry  and  seasoned  wood  products,  etc.  It  will  also  feed  on  its  own 
species  when  individuals  are  weakened,  as  during  the  process  of 
molting  or  when  they  are  disabled  in  any  way.  However,  they 
much  prefer  the  more  succulent  plants  such  as  growing  wheat  and 
alfalfa.  They  much  prefer  the  green  pods  to  the  foliage  of 
leguminous  plants.  They  sometimes  ruin  an  entire  seed  crop  of 
alfalfa  by  biting  into  the  seed  curls  and  destroying  the  pod  before  it 
can  develop.  The}^  also  attack  the  wheat  kernel  while  still  in  the 
milk  or  dough  stage.  Moist  bran  is  very  attractive  to  them  on  dry 
unirrigated  farm  lands,  and  this  moisture  is  the  only  real  attractant 
in  the  poisoned-bran  formulas  used  to  combat  this  pest. 

ENEMIES 

The  most  important  predatory  enemies  of  this  insect  in  Montana 
are  the  lark  bunting  {C cdcmbosyiza  melanocorys)^  western  meadow 
lark  {StuTTbella  neglecta)^  sparrow  hawk  (Falco  sparverlws)^  sage 
hen  {G entrocercus  wi'ophmicmus) ^  sharp-tailed  grouse  {Pedioecetes 
phasianelliis)  ^  and  domestic  turkeys  and  chickens.  Of  these  the 
most  important  is  the  lark  bunting,  which  is  very  abundant  on  the 
prairie  lands.  Swarms  of  grasshoppers  can  often  be  located  by  the 
presence  of  large  numbers  of  these  buntings.  The  Bureau  of  Bio- 
logical Survey  has  found  specimens  of  this  locust  in  the  stomachs  of 
24  species  of  birds. 


28  TECHNICAL  BULLETIN  190,  U.  S.  DEPT.  OF  AGRICULTUBE 

Ground  squirrels  also  prey  upon  these  insects,  and  especially  on 
the  nymphs,  and  can  be  observed  running,  jumping,  and  snapping 
after  the  young  grasshoppers.  Grasshopper  mice  also  undoubtedly 
prey  upon  this  as  well  as  other  species  of  grasshoppers. 

Of  the  insect  enemies,  the  digger  wasps  (Specidae)  and  robber 
flies  (Asilidae)  prey  upon  the  nymphs.  Many  of  the  ground  beetles 
(Carabidae)  in  both  the  larval  and  adult  stages  are  predacious  on 
the  eggs.  Others  that  feed  upon  the  eggs  are  the  larvae  of  the  blister 
beetles  (Meloidae)  and  of  the  bee  flies  (Bombyliidae).  The  impor- 
tant parasitic  insect  enemies  are  the  tachinid  and  sarcophagid  flies, 
parasitic  on  nymphs  and  adults,  and  the  hymenopterous  egg  para- 
site Scelio  calapteni  Riley. 

In  his  account  of  the  action  of  tachinid  flies  in  parasitizing  grass- 
hoppers Riley  (^^,  p,  319-320)  gives  a  description  which  can  very 
well  be  applied  to  the  methods  of  larviposition  of  the  sarcophagid 
flies  that  are  parasitic  on  grasshoppers. 

These  Tachina-flies  firmly  fasten  their  eggs — which  are  oval,  white,  and 
opaque,  and  quite  tough — to  those  parts  of  the  body  not  easily  reached  by  the 
jaws  and  legs  of  their  victim,  and  thus  prevent  the  Qgg  from  being  detached. 
The  slow-flying  locusts  are  attacked  while  flying,  and  it  is  quite  amusing  to 
watch  the  frantic  efforts  which  one  of  them,  haunted  by  a  Tachina-fly,  will 
make  to  evade  its  enemy.  The  fly  buzzes  around,  waiting  her  opportunity,  and 
when  the  locust  jumps  or  flies,  darts  at  it  and  attempts  to  attach  her  eg^  under 
the  wing  or  on  the  neck.  The  attempt  frequently  fails,  but  she  usually  per- 
severes until  she  accomplishes  her  object.  With  those  locusts  which  fly  readily, 
she  has  even  greater  difficulty ;  but  though  the  locust  tacks  suddenly  in  all  direc- 
tions in  its  effort  to  avoid  her,  she  circles  close  around  it  and  generally  succeeds 
in  accomplishing  her  purpose,  either  while  the  locust  is  yet  on  the  wing,  or,  more 
often,  just  as  it  alights  from  a  flight  or  a  hop.  The  young  maggots  hatching 
from  these  eggs  eat  into  the  body  of  the  locust,  and  after  riotfng  on  the  fatty 
parts  of  the  body — leaving  the  more  vital  parts  untouched — they  issue  and  bur- 
row in  the  ground,  where  they  contract  to  brown,  egglike  puparia,  from  which 
the  fly  issues  either  the  same  season  or  not  until  the  following  spring.  A  locust 
infested  with  this  parasite  is  more  languid  than  it  otherwise  would  be ;  yet  it 
seldom  dies  until  the  maggots  have  left.  Often  in  pulling  off  the  wings  of  such 
as  were  hopping  about,  the  bodies  have  presented  the  appearance  of  a  mere 
shell  filled  with  maggots;  and  so  efficient  is  this  parasite  that  the  ground  in 
parts  of  the  Western  States  is  often  covered  with  the  Rocky  Mountain  locust 
dead  and  dying  from  this  cause. 

The  sarcophagid  fly  Sarcaphaffa  hellyi  Aldrich,  commonly  called 
a  flesh  fly,  lays  living  maggots  on  the  grasshopper,  which  burrow 
into  the  body  of  the  host  and  feed  on  the  fatty  parts.  The  maggots 
finally  leave  the  body  of  the  host  and  go  into  the  ground  to  pupate. 
In  northern  Montana  in  the  fall  of  1924  the  grasshoppers  remaining 
after  the  control  campaign  ceased  were  very  heavily  parasitized  by 
sarcophagid  flies.  As  many  as  seven  maggots  were  found  in  the 
body  of  one  host.  In  the  fields  where  the  grasshoppers  were  numer- 
ous, but  heavily  parasitized,  no  grasshopper  eggs  were  found. 

In  the  fall  of  1925  a  small  percentage  of  the  eggs  of  M.  atlanis  in 
Hill  County,  Mont.,  were  parasitized  by  Scelio  ccdopteni.  The  first 
week  in  June  of  the  following  year  the  adults  of  this  parasite  were 
observed  emerging  from  eggs  of  atlanis. 

Other  important  enemies  of  M.  atlanis  are  the  haifrworms,  a 
species  of  the  genus  Gordius.  They  are  found  curled  up  within  the 
body  of  the  host,  nearly  filling  it. 


THE   LESSER   MIGRATORY  GRASSHOPPER  29 

Two  diseases  are  very  destructive  to  this  grasshopper  at  times; 
one  of  these  is  caused  by  a  fungus,  Empiisa  grylli^  and  the  other  is  a 
bacterial  disease. 

All  of  the  enemies  here  mentioned  are  common  to  most  of  the 
species  of  grasshoppers  and  are  not  peculiar  to  M.  atlamis. 

ECONOMIC  BEARING  OF  THE  INFORMATION  OBTAINED 

Aside  from  a  purely  academic  standpoint,  to  what  use  can  the 
information  obtained  in  this  study  be  put?  A  study  of  the  geo- 
graphical distribution  of  Melanoplus  atlanis  indicates  its  adaptabil- 
ity to  a  rather  wide  range  of  climate.  This,  coupled  with  its 
prolificacy  under  favorable  conditions,  places  this  species  foremost 
among  grasshopper  pests.  The  migratory  habits  of  both  adults  and 
young  make  any  local  outbreak  a  serious  menace  to  the  whole  country- 
side. Owing  to  the  fact  that  this  species  is  a  general  feeder,  very  few, 
if  any,  crops  are  immune.  These  considerations  make  determined 
cooperative  control  measures  on  the  part  of  the  individuals  in  the 
community  of  utmost  importance. 

One  of  the  main  points  brought  out  in  this  study  is  the  important 
role  that  temperature  plays  in  the  development  of  this  insect.  The 
time  of  hatching  in  the  spring  and  the  subsequent  seasonal  develop- 
ment are  based  on  this  factor.  From  year  to  year  the  abundance 
of  this  grasshopper  can  be  more  or  less  reliably  foretold  if  a 
careful  record  of  weather  conditions  during  egg-laying  and  hatching 
periods  has  been  kept.  Early  spring  hatches,  caused  by  unusually 
high  temperatures  before  May  1,  when  followed,  as  is  often  the  case, 
by  periods  of  cold,  inclement  weather,  are  unfavorable  to  this  pest. 
The  period  of  the  first  iristar  is  the  critical  time,  as  the  grasshopper 
in  its  subsequent  instars  is  more  hardy.  Delayed  hatching,  due  to 
late  springs,  often  causes  late  damage  by  grasshoppers  in  sections 
where  least  expected.  This  was  the  case  in  eastern  Montana  during 
the  summer  of  1927.  Here  it  was  believed  that  there  would  be  no 
damage  from  grasshoppers  that  summer,  as  few  or  none  were  to  be 
seen  during  June.  Little  or  no  attention  was  therefore  paid  to  the 
situation.  The  season,  however,  was  late,  and  the  eggs  did  not  hatch 
until  a  month  or  so  after  the  usual  time.  The  farmers  were  not 
aware  of  the  fact  that  a  rather  serious  outbreak  was  in  progress  until 
considerable  damage  had  been  done.  Their  idea  was  that,  since  no 
grasshoppers  had  hatched  by  June  1,  there  would  be  no  damage.  It 
cost  one  farmer  60  acres  of  good  certified  seed  alfalfa  because  he  was 
not  aware  of  the  situation  and  did  not  maintain  his  usual  vigilance. 
A  knowledge  of  what  to  expect  and  where  to  look  is  more  than  half 
the  battle  in  grasshopper  control.  The  necessary  advance  informa- 
tion can  be  obtained  through  careful  surveys  to  determine  the 
abundance  and  location  of  the  eggs  in  the  fall,  close  attention  being 

Eaid  to  the  weather  conditions  during  the  periods  of  Qgg  laying  and 
atching.     With  this  information  at  hand,  early,  concerted,  defen- 
sive action  produces  the  best  results. 

A  knowledge  of  the  numerous  enemies  of  this  insect  increases  one's 
faith  in  the  ability  of  nature  to  establish  an  equilibrium  in  the 
scheme  of  life  so  often  upset  by  the  doings  of  mankind.  It  also 
shows  the  necessity  for  preserving  our  bird  life,  for  strict  game  laws 


30  TECHNICAL  BULLETIN   19  0,  TJ.  S.  DEPT.  OF  AGRICULTURE 

for  the  protection  and  preservation  of  game  birds  in  grasshopper 
districts,  and  for  the  inclusion  of  poultry  raising  as  a  part  of  the 
program  in  diversified  farming. 

CONTROL  MEASURES 

Much  has  been  written  on  grasshopper  control,  and  most  of  this  is 
a  repetition  of  previous  recommendations  as  to  cultural  methods  and 
the  use  of  poisoned-bran  mash  as  a  bait.  The  only  thing  that  need 
be  stressed  here  is  the  necessity  for  the  exercise  of  a  little  more  fore- 
sight than  hindsight  on  the  part  of  the  farmer  in  applying  control 
measures.  A  better  knowledge  of  the  vulnerable  points  in  the  life 
history  and  habits  of  this  insect  should  help  to  this  end.  From  the 
standpoint  of  economy  and  efficiency  this  pest  should  be  combated 
during  the  egg  or  earlier  nymphal  stages. 

Fall  or  spring  plowing  of  egg-infested  fence  rows  and  stubble 
land  and  the  ground  around  old  straw  stacks  is  practically  100  per 
cent  efficient.  A  40-acre  field  of  rye  in  Hill  County,  Mont.,  was 
totally  destroyed  by  adults  of  M,  atlanis  in  August,  1925,  and  was 
heavily  infested  with  eggs  that  year.  Acting  upon  the  advice  of  the 
county  agricultural  agent,  the  owner  plowed  and  disked  this  field 
late  in  the  fall.  The  next  spring  only  a  very  few  nymphs  were 
hatched  in  this  piece  of  ground.  Another  field,  of  wheat  stubble, 
was  heavily  infested  with  eggs  of  atlfinis  in  that  same  year,  the 
number  of  egg  pods  running  as  high  as  18  around  the  base  of  one 
wheat  stub.  This  field  was  plowed  and  thoroughly  worked  early 
in  the  spring  of  1926,  before  the  eggs  hatched,  and  was  planted  to 
corn.  Here,  too,  only  a  few  hatched  out,  and  these  starved  to  death 
before  the  corn  came  up.  Newly  hatched  nymphs  need  food  imme- 
diately and  soon  starve  if  none  is  within  easy  reach.  Good  summer- 
fallow  of  grasshopper -infested  land  in  stubble,  or  grasshopper- 
infested  land  grown  up  to  Russian  thistles,  greatly  reduces  the  grass- 
hopper hazard. 

Plowing  as  a  control  measure  need  not  stop  when  the  eggs  have 
hatched.  It  can  sometimes  be  used  against  the  nymphs  in  con- 
nection with  poisoning  operations.  The  nymphs  can  be  congregated 
in  a  very  small  area  by  commencing  to  plow  on  the  outside  of  an 
infested  field  and  working  toward  the  center.  This  continually 
forces  the  nymphs  toward  the  middle  of  the  field,  where  a  maximum 
kill  by  poisoning  can  be  obtained  with  a  minimum  expenditure  of 
labor  and  material.  A  strip  of  plowed  ground  50  to  100  feet  wide 
acts  as  a  barrier  against  nymphs  moving  in  from  adjacent  breeding 
grounds. 

The  migrating  habits  of  the  nymphs  make  any  breeding  ground 
a  menace  to  all  neighboring  cultivated  fields.  A  careful  watch  of 
these  heavily  infested  areas  should  be  kept,  because  sooner  or  later, 
usually  after  the  second  instar,  the  nymphs  start  moving  into  the 
cultivated  crops.  Effective  barriers  should  then  be  placed  across 
the  line  of  migration.  This  can  often  be  done  by  the  use  of  the 
poisoned-bran  mash  or,  as  in  one  instance  in  northern  Montana,  by 
the  use  of  a  spray  of  l-to-64  solution  of  sodium  arsenite  or  of 
sodium-arsenite  dust.  A  study  of  the  feeding  curve  indicates  that 
to  insure  the  best  results  the  poisoned-bran  mash  should  be  scattered 


THE   LESSER  MIGRATORY  GRASSHOPPER  31 

before  9  a.  m.  Very  good  results  have  been  obtained  on  dry  unirri- 
gated  lands  in  Montana  by  the  use  of  a  mixture  of  bran,  arsenic, 
and  water  in  the  usual  proportions.  The  preference  of  this  insect 
for  succulent  food  is  no  doubt  the  explanation. 

It  is  much  more  difficult  to  combat  grasshoppers  when  they  are 
in  the  adult  stage  than  while  they  are  nymphs  and,  if  it  is  at  all 
possible,  they  should  be  prevented  from  reaching  this  stage.  The 
adult  grasshoppers  may  not  only  damage  crops  in  one  locality  but 
may  fly  to  other  fields  miles  away.  A  period  of  from  30  to  50  days 
is  usually  required  for  their  nymphal  development,  and  this  period 
should  afford  ample  opportunity  to  combat  them. 

SUMMARY 

The  lesser  migratory  grasshopper,  Melanoflus  atlanis  Riley,  is 
indigenous  to  the  North  American  Continent,  having  a  greater  geo- 
graphical range  than  any  other  species  of  its  genus.  It  is  found  in 
23ractically  all  parts  of  the  United  States,  from  the  Atlantic  to  the 
Pacific  and  from  sea  level  to  altitudes  of  9,000  to  14,000  feet.  It 
occurs  over  practically  all  but  the  tropical  lowlands  of  Mexico,  and 
extends  north  into  Canada. 

Its  habitat  in  general  is  in  localities  having  light,  sandy  soil.  In 
the  Northwest,  wheat-stubble  fields  containing  thick  growths  of 
Russian  thistle  form  ideal  breeding  grounds  for  this  insect. 

As  an  insect  pest,  its  greatest  damage  has  been  done  west  of  the 
Mississippi  River,  and  especially  in  the  northern,  hard  spring  wheat 
area,  including  the  Provinces  of  Canada  from  Manitoba  westward. 
Of  all  the  species  of  grasshoppers  in  the  United  States,  this  one  is 
probably  of  greatest  economic  importance. 

It  is  one  of  the  most  variable  of  the  Melanopli.  Specimens  from 
identical  localities  show  considerable  individual  variation  in  size  and 
coloration. 

The  Qgg  of  this  insect  is  whitish  yellow  or  cream  colored  and  is 
between  4  and  5  millimeters  long.  The  number  of  eggs  to  a  pod 
ranges  from  8  to  20.  The  eggs  are  usually  found  in  light,  sandy 
soil,  along  fence  rows  protected  by  Russian  thistles,  around  the  base 
of  wheat  stubble  or  alfalfa,,  and  seldom  in  adobe  or  heavy  sod.  In 
northern  Montana  the  eggs  are  laid  during  the  latter  part  of  August 
and  on  into  the  fall.  These  eggs  usually  show  an  advanced  degree 
of  embryological  development  before  winter  sets  in.  In  the  spring 
only  a  few  days  of  hatching  temperatures  are  necessary  to  cause  them 
to  hatch.  Minimum  hatching  temperatures  are  between  60°  and  65° 
F.,  and  the  optimum  from  80°  to  85°.  The  hatching  period  may 
extend  over  a  month  or  even  six  weeks,  and  may  be  expected  to 
begin  at  any  time  from  April  15  to  June  15,  when  the  soil  tempera- 
tures range  above  70°  for  from  6  to  20  hours  each  day  over  a  period 
of  a  week  or  10  days. 

Melanoplus  atlanis  passes  through  five,  and  sometimes  six,  instars 
in  its  nymphal  development,  five  being  the  normal  number.  The 
extra  instar  occurs  between  the  regular  third  and  fourth  instars. 
The  length  of  the  nymphal  development  depends  upon  weather 
conditions,  and  may  extend  over  a  period  of  from  30  to  50  days. 

Copulation  first  takes  place  about  two  weeks  after  the  adult  stage 
is  reached ;  then  follows  a  period  of  two  to  three  weeks,  more  or  less. 


32  TECHNICAL  BULLETIN   19  0,  IT.  S.  DEPT.  OF  AGRICULTUEE 

before  the  first  egg  is  laid;  during  this  time  the  males  and  females 
are  often  in  coition.  After  the  female  has  deposited  her  first  egg 
pod  she  may  again  be  seen  in  coition  with  a  male.  In  laboratory- 
experiments  the  greatest  number  of  eggs  laid  by  a  single  female  was 
197. 

At  some  time  during  the  nymphal  stage  a  migration  usually  takes 
place  from  the  breeding  grounds  toward  more  succulent  food.  This 
nymphal  migration,  so  far  as  it  has  been  observed,  usually  occurs 
during  the  third,  fourth,  and  fifth  instars.  It  commences  sometime 
in  the  morning  when  the  air  temperature  is  about  75°  F.,  and  ceases 
at  about  4  p.  m.  The  minimum  temperature  of  the  air  for  the  migra- 
tion of  nymphs  is  about  68°  F.  at  the  height  of  3  feet  above  the 
ground. 

Migration  of  the  adult  on  the  wing  occurs  only  in  years  when 
this  species  is  abundant.  This  grasshopper  is  a  very  strong  flier 
and  migrates  in  large  swarms  over  great  distances.  These  migra- 
tions usually  occur  in  the  latter  part  of  July  and  in  the  months  of 
August  and  September.  There  has  been  no  satisfactory  explanation 
regarding  their  causes. 

This  species  is  almost  omnivorous  in  its  food  habits  and  shows 
a  preference  for  succulent  plants.  The  optimum  feeding  time  is 
from  8  to  11  a.  m.,  when  the  sky  is  clear,  when  there  is  little  or  no 
wind,  and  when  the  air  temperature  ranges  from  70°  to  80°  F. 

The  enemies  of  this  grasshopper  are  numerous.  Domesticated 
fowl,  gophers,  wasps  (Sphecidae),  and  robber  flies  (Asilidae)  are 
predatory  upon  the  nymphs  and  adults.  The  larvae  of  blister 
beetles  (Meloidae),  bee  flies  (Bombyliidae),  and  ground  beetles 
(Carabidae)  are  predatory  upon  the  eggs.  One  of  the  greatest 
enemies  is  a  flesh  fly  (family  Sarcophagidae)  which  lays  living 
maggots  on  the  grasshopper. 

One  point  emphasized  in  the  present  study  is  the  importance  of 
temperature  in  the  occurrence  of  this  insect.  Weather  conditions 
regulate  the  seasonal  history  and  abundance. 

An  effective  control  measure  is  the  poisoned  bran  mash,  used  during 
the  nymphal  stage  and  applied  in  order  that  the  grasshoppers  may 
get  the  poison  during  the  optimum  feeding  time.  Control  measures 
must  be  based  on  a  study  of  the  life  history,  habits,  and  ecology  of 
this  insect. 

LITERATURE  CITED 

(1)   Blatchley,  W.  S. 

1920.  okthoptera  of  northeastern  america  with  especial  reference 

TO  THE  FAUNAS   OF  INDIANA  AND  FLORIDA.      784   p.,   illUS.      Indian- 

apolis. 

(2)  Caudell,  a.  N. 

1903.  notes  on  orthoptera  from  colorado,  new  mexico,  arizona,  and 
texas,  with  descriptions  of  new  species.  u.  s.  natl.  mus. 
Proc.  26;  775-809,  illus. 

(3)  COOLEY,  R.  A. 

1925.  MONTANA  INSECT  PESTS  FOR  1923  AND  1924,  BEING  THE  TWENTIETH 
REPORT    OF    THE    STATE    ENTOMOLOGIST    OF    MONTANA.      Mont.    Agr. 

Expt.  Sta.  Bui.  170,  30  p.,  illus. 

(4)  Fernald,  C.  H. 

18S8.    THE  ORTHOPTERA  OF  NEW  ENGLAND.      61  p.,  iHuS.   [Boston]. 

(5)  Hebard,  M. 

1917.   NOTES  ON  MEXICAN  MELANOPLI   (ORTHOPTERA;  ACRIDIDJE) .      Acad.  Nat. 

Sci.  Phila.  Proc.  69:  251-275,  illus. 


THE  LESSER  MIGRATOEY  GRASSHOPPER  33 

(6)  Hebard,  M. 

1925.  THE  ORTHOPTERA  OF  SOUTH  DAKOTA.    Acad.  Nat.  Sci.  Phila.  Proc. 
77:  33-155,  illus. 

(7)  Herrick,  G.  W.,  and  Hadley,  C.  H.,  Jb. 

191G.  the   lesser   migratory   locust.     N.   Y.   Cornell   Agr.    Expt.    Sta. 
Bui.  378,  45  p.,  illus. 

(8)  HUBBELL,  T.  H. 

1922.  notes  on  the  orthoptera  of  north  Dakota.    Mich.  Univ.,  Mus. 
Zool.  Occas.  Papers  No.  113,  56  p. 

(9)  Morse,  A.  P. 

1904.  researches  on  north  American  acridiid^.     55  p.,  illus.     Wash- 
ington, D.  C.     (Carnegie  Inst.  Wash.  Pub.  18.) 

(10)  

1907.  further  researches  on  north  American  acridiid^.    54  p.,  illus. 
Washington,  D.  C.     (Carnegie  Inst.  Wash.  Pub.  68.) 

(11)  Packard,  A.  S..  Jr. 

1883.    THE  EMBRYOLOGICAL  DEVELOPMENT  OF  THE  LOCUST.      U.  S.  Ent.  Comn. 

Rpt.   3:   263-285,   illus. 

(12)  Rehn,   J.   A.   G. 

1903.    NOTES    ON     THE    ORTHOPTERA    OF    NEW    MEXICO    AND    WESTERN    TEXAS. 

Acad.  Nat.  Sci.  Phila.  Proc.  54:  717-727. 


(13) 
(14) 
(15) 


1904.    NOTES  ON  ORTHOPTERA  FROM   NORTHERN  AND  CENTRAL  MEXICO.      Acad. 

Nat.   Sci.  Phila.  Proc.   56:   513-549. 


1904.    NOTES    ON    ORTHOPTERA   FROM    ARIZONA,    NEW    MEXICO,    AND    COLORADO. 

Acad.  Nat.  Sci.  Phila.  Proc.  56 :  562-575. 


1907.    NOTES   ON   ORTHOPTERA  FROM    SOUTHERN    ARIZONA,    WITH   DESCRIPTIONS 

OF  NEW  SPECIES.     Acad.  Nat.  Sci.  Phila.  Proc  59:  24-81,  illus. 

(16)  and  Hebard,  M. 

1905.  THE    ORTHOPTERA    OF    THOMAS    COUNTY,    GEORGIA,    AND    LEON    COUNTY, 

FLORIDA.     Acad.  Nat.  Sci.  Phila.  Proc.  56 :  774r-802. 

(17)  and  Hebard,  M. 

1906.  A  CONTRIBUTION  TO  THE  KNOWLEDGE  OF  THE  ORTHOPTERA  OF  MONTANA, 

YELLOWSTONE  PARK,  UTAH,  AND  COLORADO.    Acad.  Nat.  Sci.  Phila. 
Proc.   58:   358^18,  illus. 

(18)  and  Hebard,  M. 

1918.   AN     OBTHOPTEROLOGICAL     RECONNOISSANCE     of     THE     SOUTHWESTERN 

UNITED  STATES.     PART  I,  ARIZONA.     Acad.  Nat.   Sci.  Phila.  Proc. 
60:  365^02,  illus. 

(19)  and  Hebard,  M. 

1911.    PRELIMINARY   STUDIES  OF   NORTH   CAROLINA   ORTHOPTERA.      Acad.   Nat. 

Sci.  Phila.  Proc.  62:  615-650. 

(20)  and  Hebard,  M. 

1911.    ORTHOPTERA   FOUND   ABOUT  AWEME,    MANITOBA.      Ent.   NcwS   22 :  5-10. 

(21)  and  Hebard,  M. 

1916.    STUDIES     IN     THE     DERMAPTBRA     AND     ORTHOPTERA     OF     THE     COASTAL 
PLAIN  AND  PIEDMONT  REGION  OF  THE  SOUTHBASTEKN"  UNITED  STATES. 

Acad.  Nat.  Sci.  Phila.  Proc.  68 :  87-314,  illus. 

(22)  RiLEiY,  C.  V. 

1875.    SEVENTH    ANNUAL   REPORT   ON    THE   NOXIOUS,    BENEFICIAL,    AND   OTHER 

INSECTS  OF  THE  STATE  OF  MISSOURI.     Missouri  State  Ent.  Ann. 
Rpt.  7,  196  p.,  illus. 

(23)  

1877.  THE  LOCUST   PLAGUE   IN    THE   UNITED   STATES.      .      .      .      236    p.,    illUS. 

Chicago. 

(24)  Packard,  A.  S.,  Jr.,  and  Thomas,  C. 

1878.  FIRST   ANNUAL   BE3»ORT   OF   THE   UNITED    STATES    BNT0MOLOGICAI>    COM- 

MISSION FOR   THE   YEAR    1877,   RELATING   TO   THE   BOCKY    MOUNTAIN 
LOCUST  AND   THE  BEST   METTHODS   OF  PREVENTING   ITS   INJURIES   AND 

OF  GUARDING  AGAINST  ITS  INVASIONS.    477  !>.,  illus.     Washington, 
D.  C.  [With  27  Appendices,  295  p.,  separately  paged.] 


34  TECHNICAL  BULLETIN   19  0,  U.  S.  DEPT.  OF  AGRICULTURE 

(25)  Saussure,  H.  de 

1861.  oethoptera  nova  americana  (diagnoses  pr^liminabes ) .    rev.  et 
Magasin  de  Zool.   (2)   13:  156-164. 

(26)  SCUDDEE,  S.  H. 

1880.   LIST    OF    THE    OETHOPTEBu\    COLLECTED    BY    DR.    A.    S.    PACKARD   IN    THE 
WESTERN    UNITED    STATES    IN    THE    SUMMER    OF    1877.      U.     S.    Ent. 

Comm.  Rpt.   (1878/79)   2,  322  p.,  illus.   (Appendix  II,  p.   [23]- 
[28],  separately  paged.) 

(27)  

1897.  REVISION     OF     THE     OKTHOPTERAN     GROUP     MELANOPOLI      (  ACRIDIIDAE)  , 

WITH     SPECIAL     RElPEaiENCE     TO     NORTH     AMEatlCAN     FORMS.      U.     S. 

Natl.  Mus.  Proc.  20 : 1-421,  illus. 

(28)  

1898.  THE  ALPINE  ORTHOPTERA  OF  NORTH  AMERICA.    Appalachia  8:299- 

319,  illus. 

(29)  Thomas,  C. 

1873.  synopsis  of  the  acridid^  of  north  america.    u.  s.  geol.  sutvey 
Ter.,  V.  5,  262  p.,  illus. 

(30)  Walker,  E.  M. 

1899.  NOTES  ON   SOME  ONTARIO   ACRiDiiD^.     PART   III.     Caiiad.   Ent.   31 : 

29-36. 

(31)  

1902.    A    PRELIMINARY    LIST    OF    ACRIDIID^     OF    ONTARIO.       Canad.     Eut.    34 1 

251-258. 


ORGANIZATION  OF  THE 
UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 

July    11,    1930 


Secretary  of  Affriculture Arthur  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Wo^'k A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension  Work C.  W.  Warburton. 

Director  Off  Personnel  a/nd  Business  Admin-    W.  W.  Stockbe2W3er. 
istration. 

Director  of  Information . M.  S.  Eisenhower. 

Solicitor E.  L.  Marshall. 

Weather  Bureau Charles  F.  Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dair^  Industry O.  E.  Reed,  Chief. 

Bureau  of  Plamt  Industry William  A.  Taylor,  Chi^f. 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  Chief. 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief. 

Plant  Quarantine  and  Control  Adm>inistration.C.  L.  Marlatt,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Food  and  Drug  Administration Walter  G.  Campbell,  Director  of 

Regulatory  Work,  in  Charge. 

Office  of  Ea^periment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Barnett,  Librarian. 


This  bulletin  is  a  contribution  from 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Division  of  Cereal  and  Forage  Insects W.  H.  Larrimex,  Principal  Ento- 

mologiM,  in  Charge. 

35 


U.  S.  GOVERNMENT  PRINTING   OFFICE:  1930 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  C. Price  10  cents 


Technical  Bulletin  No.  189 


July,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C* 


EXPERIMENTS  ON  THE  CONTROL  OF 
TOMATO  YELLOWS 

By  Michael  Shapovalov,  Senior  Pathologist,  and  F.  Sidney  Beecher,  Scientific 
Aid,  Office  of  Horticultural  Crops  and  Diseases,  Bureau  of  Plant  Industry  * 


CONTENTS 


Page 

Introduction 1 

Alteration  of  the  environment 2 

Reduced  sunlight 3 

Shading  with  tall-growing  plants 4 

Shading  with  muslin  tents 6 

Shading  with  low  and  densely  growing 

plants 7 

Spraymg  and  dusting 9 

Soil  management- 10 

Irrigation  and  fertilization 11 


Page 
Soil  management— Continued. 

Soil  dryness  and  preirrigation 13 

Green  manuring 13 

Green  manure  with  lime  and  fertilizers. .  14 

Time  of  planting 16 

Methods  of  handling  seedlings 17 

Development  of  resistant  varieties 19 

Summary  and  conclusions 20 

Literature  cited 21 


INTRODUCTION 

In  1926  McKay  and  Dykstra  {23)^  reported  certain  experiments 
which  indicated  that  tomato  yellows  (western  yellow  blight)^  is  a 
virus  disease  etiologically  identical  with  curly  top  of  sugar  beets 
and  that,  like  the  latter,  it  is  transmitted  by  viruliferous  beet  leaf 
hoppers  {Eutettix  tenellus  Baker) .  Subsequent  work  by  Shapovalov 
{36)  and  Severin  (^i)  confirmed  the  results  of  McKay  and  Dykstra. 
(PI.  1.)  Kepeated  plantings  of  seeds  from  the  diseased  and  healthy 
plants,  made  by  various  workers,  gave  no  proof  that  tomato  yellows 
is  transmitted  with  the  seed.  Prior  to  the  discovery  of  the  cause  of 
the  disease,  much  of  the  work  with  control  measures  was  of  a  hap- 
hazard nature.  Yet  some  more  or  less  positive  results  were  ob- 
tained, which  may  be  of  interest  from  the  practical  as  well  as  the 
theoretical  viewpoint.  In  particular,  efforts  were  made  to  alter  the 
environment  in  such  a  way  as  to  create  conditions  favorable  to  the 
host  and  unfavorable  to  the  disease.  Among  other  measures  tried 
were  the  application  of  sprays  and  dusts,  variations  in  soil  manage- 
ment and  in  the  time  of  planting,  care  in  handling  seedlings,  and 
the  development  of  resistant  varieties. 

1  Eubanks  Carsner,  of  the  OflRce  of  Sugar  Plants,  Bureau  of  Plant  Industry,  and  J.  W.  Lesley,  of  the 
University  of  California,  read  the  manuscript  and  offered  a  number  of  suggestions  which  greatly  improved 
the  text.  Acknowledgment  is  also  made  of  the  cooperation  of  the  University  of  California  in  providing, 
at  the  citrus  experiment  station  at  Riverside,  the  facilities  for  some  of  the  work  herein  reported. 

2  Italic  numbers  in  parentheses  refer  to  Literature  Cited,  p.  21. 

8  The  name  "  tomato  yellows "  is  now  being  more  generally  used  in  place  of  western 
yellow  blight  and  various  other  synonyms  (57). 

110521—30 1 


2  TECHNICAL  BULLETIN   18  9,  U.  S.  DEPT.  OF  AGRICULTURE 

The  greater  part  of  the  field  work  described  in  this  bulletin  was 
conducted  at  two  places — the  citrus  experiment  station  of  the  Uni- 
versity of  California,  at  Kiverside,  and  the  United  States  Cotton 
Field  Station  at  Shafter,  Calif. 

ALTERATION  OF  THE  ENVIRONMENT 

Although  in  the  past  workers  were  at  variance  regarding  the 
etiology  of  the  disease,  many  of  them  agreed  that  environmental 
conditions  have  a  decided  effect  on  the  development  and  the  severity 
of  yellows.  Close  observers  could  not  fail  to  note  that  the  most 
severe  attacks  of  yellows  are  accompaniied  by  intense  sunlight  and 
high  temperature,  and  that  any  factor  which  tends  to  moderate  these 
adverse  conditions  also  brings  about  a  reduction  in  the  percentage 
of  plants  diseased. 

Henderson  {IS)  as  long  ago  as  1906  observed  that  while  in  un- 
protected fields  yellows  developed  on  80  per  cent  or  more  of  the 
plants,  not  more  than  25  per  cent  of  the  plants  among  large  apple 
trees  were  infected;  and  in  one  field  where  the  plants  were,  in  addi- 
tion, protected  from  west  winds,  no  yellows  occurred.  He  tried 
artificial  shading,  using  corn  plants,  open-top  boxes,  and  V-shaped 
board  protectors.  When  small  V-shaped  protectors  were  used,  the 
disease  was  still  abundant,  affecting  in  some  instances  as  many  as 
64  per  cent  of  the  plants,  but  the  use  of  large  ones  reduced  the 
infection  to  23  per  cent;  the  use  of  open-top  boxes  reduced  it  to  29 
per  cent;  and  the  use  of  corn  reduced  it  to  33  per  cent.  Where  no 
protection  was  given  yellows  occurred  on  80  to  90  per  cent  of  the 
plants.  Plants  grown  from  seeds  directly  in  the  field  (not  trans- 
planted) showed  about  25  per  cent  infection. 

Humphrey  (i5),  while  considering  it  as  probable  that  the  disease 
was  induced  primarily  by  one  or  more  root-destroying  fungi,  believed 
that  its  effects  are  augmented  by  such  external  factors  as  tem- 
perature, rapid  loss  of  water  from  the  leaves,  and  excessive  in- 
tensity of  sunlight.  In  his  experiments  with  individual  glass- 
covered  boxes  placed  over  each  tomato  hill,  the  reduction  of  the 
disease  obtained  by  this  method  was  probably  due  to  the  exclusion 
of  insects  and  to  shading.  The  boxes  measured  12  inches  on  each 
side  and  had  wooden  sides  and  glass  tops.  The  glass  covers  were 
removed  when  the  plants  were  6  inches  high  or  more,  but  the  sides 
Avere  left  in  position  for  the  entire  season.  With  this  arrangement 
an  experimental  plot  at  Clarkston,  Wash.,  showed  only  3  per  cent 
of  the  disease,  whereas  in  the  neighborhood  it  ranged  from  4  to 
93  per  cent.  In  another  plot  at  Pullman,  Wash.,  all  protected  plants 
were  healthy,  while  neighboring  fields  were  affected  to  the  extent 
of  45  per  cent. 

McKay  {22)  reported  that  some  growers  had  considerable  success 
in  holding  the  disease  in  check  by  the  use  of  natural  or  artificial 
windbreaks,  such  as  hedges  or  brush  fences. 

Shapovalov  (^4,  35)  showed  that  a  striking  correlation  exists  be- 
tween the  regional  as  well  as  the  seasonal  prevalence  of  yellows 
on  the  one  hand  and  such  climatic  factors  as  tend  to  increase  the 
evaporating  power  of  the  air  on  the  other.     He  shaded  a  certain 


EXPERIMENTS   ON   THE   CONTROL   OF   TOMATO   YELLOWS  6 

number  of  plants  by  means  of  muslin  tents  constructed  over  por- 
tions of  rows  in  his  plots  at  Riverside,  Calif.,  with  the  result  that 
during  a  severe  infection  in  1924  the  disease  was  reduced  to  less  than 
12  per  cent,  as  compared  with  41  per  cent  in  unshaded  rows. 
Shapovalov  and  Beecher  {S8)  noticed  on  several  occasions  that 
tomato  fields  or  portions  of  the  fields  located  in  orchards  were,  as 
a  rule,  less  affected  by  yellows  than  those  exposed  to  the  full  sun- 
light. Severin  (SI)  also  observed  in  1926  that  "  tomatoes  grown 
along  a  fence  in  the  shade  of  eucalyptus  trees  were,  with  few  excep- 
tions, healthy,  while  every  plant  exposed  to  sunshine  was  diseased." 
Eosa  (26)  believed  that  shading  protected  tomato  plants  from 
yellows. 

Similar  beneficial  effects  of  reducing  the  intensity  of  sunlight 
were  noted  also  in  connection  with  the  work  on  curly  top  of  sugar 
beets  (1,2,7,8,4^). 

REDUCED  SUNLIGHT 

Shaded  tomato  plants  show  a  smaller  percentage  of  yellows  than 
do  unshaded  plants  for  two  reasons.  In  the  first  place,  they  are 
protected  to  a  certain  degree  from  the  invasion  of  the  insects.  As 
pointed  out  by  Severin  (31,  p.  268) ,  "  the  leaf  hopper  is  a  sunshine- 
loving  insect  and  usually  will  not  enter  the  shade  if  its  food  and 
breeding  plants  are  favorable."  However,  the  writers'  experiments 
show  {39)  that  when  plants  are  artificially  inoculated  with  the 
curly-top  virus  by  means  of  viruliferous  beet  leaf  hoppers  and  then 
distributed  among  chambers  differing  with  respect  to  the  light  con- 
ditions, the  amount  of  yellows  is  reduced  in  proportion  to  shading. 
In  an  experiment  with  such  different  habitats,  where  the  total  daily 
light  intensity  was  determined  by  means  of  the  uranyl  acetate-oxalic 
acid  method  (5),  the  results  shown  in  Table  1  were  obtained. 

Tab(lb  1. — Effect  of  ligM  on  development  of  tomato  yellows 


Type  of  chamber  covering 

■ 

Percent- 
age of 
direct 

sunlight 

Number 
of  inocu- 
lated 
plants 

Number 

of  affected 

plants 

Heavy  muslin.., 

8 

47 
60 
71 

87 

12 
12 
12 
12 
12 

3 

Light  cheesecloth 

4 

2  layers  of  window  glass 

5 

1  layer  of  window  glass 

6 

Frame  as  above  (no  glass) 

9 

It  appears,  therefore,  that  shading  not  only  protects  tomato  plants 
from  the  insect  virus  carriers,  but  also  is  unfavorable  to  the  sub- 
sequent development  of  the  disease. 

It  is  well  known  that  ordinary  glass  transmits  only  a  part  of  the 
ultra-violet  rays  of  sunlight.  However,  the  data  given  in  Table  1 
indicate  that  the  reduction  in  the  number  of  cases  of  yellows  in 
this  trial  was  due  to  the  reduced  intensity  of  light  rather  than  to 
its  changed  quality.  This  conclusion  is  further  corroborated  by  the 
results  of  another  experiment  conducted  in  the  open  field  at  Shafter, 
Calif.,  in  1926.  In  order  to  reduce  or  cut  off  entirely  a  portion  of 
the  ultra-violet  rays   of  sunlight,   22  tomato   plants  were   roofed 


4  TECHNICAL  BULLETIN   189,  U.  S.  DEPT.  OP  AGRICULTUEE 

over  with  the  thin  glass  (mentioned  in  Table  1)  set  in  a  continuous 
framework  built  over  this  section  of  the  row,  allowing  free  access 
of  air  on  sides  and  ends,  but  protecting  the  plants  from  direct 
sunlight  except  in  the  early  morning  and  toward  sunset.  In  a  near- 
by row  22  other  plants  were  provided  with  a  similar  frame  but 
without  glass.  At  the  end  of  the  season  only  3  plants  remained 
healthy  in  each  of  these  two  groups  of  plants.  The  shorter  wave 
ultra-violet  of  sunlight  apparently  was  not  a  factor  in  hastening 
the  diseased  condition. 

During  the  same  summer  a  number  of  pruned  tomato  vines  were 
observed  in  a  small  lath  house  at  Shafter.  They  showed  no  infec- 
tion at  first,  but  during  June  they  developed  several  cases  of  yellows. 
Since  a  good  deal  of  disease  had  appeared  in  the  field  by  this  time 
(92  per  cent  of  the  total  number  of  plants  being  diseased  by  June 
15) ,  it  is  evident  that  the  lath  house  exerted  some  influence  in  delay- 
ing either  the  infection  or  the  onset  of  the  disease,  or  both. 

SHADING  WITH  TALL-GROWING  PLANTS 

In  view  of  the  unquestionably  beneficial  results  derived  from 
shading  in  controlling  tomato  yellows,  further  trials  seemed  desir- 
able in  order  to  establish  definitely  its  practical  value  to  the  grower 
and  to  develop  the  most  efficient  and  economical  methods  of  supply- 
ing the  necessary  shade  to  the  plants.  Experiments  with  this  object 
in  view  were  conducted  by  the  writers  at  Shafter,  Calif.,  where 
natural  infection  is  very  severe  almost  every  year.  It  seemed  espe- 
cially desirable  to  learn  whether  any  of  the  tall-growing  economic 
crop  plants  could  be  profitably  substituted  for  artificial  shading 
materials  when  planted  in  alternate  rows. 

Four  such  crops  were  tried  in  1926 — cotton,  sesbania,  milo  maize, 
and  sunflower.  Rows  were  laid  out  north  and  south,  and  the  tomato 
and  the  shade-crop  seeds  were  planted  on  the  same  day  (April  1), 
the  shade  crop  being  only  12  inches  west  of  each  of  the  tomato 
rows.  Only  the  sunflower  plants  showed  a  rapid  rate  of  growth, 
and  in  five  weeks  from  the  time  of  planting  they  were  throwing 
shade  on  the  young  tomato  plants  after  2  p.  m.  The  other  crops 
grew  rather  slowly,  and  the  tomatoes  in  adjoining  rows  developed  a 
large  percentage  of  the  disease  before  they  obtained  any  benefit 
from  shading.  Sunflowers  gave  a  satisfactory  protection  from  the 
disease  and  reduced  it  to  less  than  one-half  of  that  in  the  check- 
rows, but  because  of  their  proximity  to  the  tomatoes  the  growth  of 
the  latter  was  checked  very  strikingly.  However,  the  sunflowers  died 
prematurely  about  July  1  (probably  from  an  insufficient  water  sup- 
ply). As  a  result  of  there  no  longer  being  any  competition  for  food 
by  the  sunflowers,  the  tomatoes  developed  very  rapidly  and  pro- 
duced a  large  crop  late  in  the  season.  (PI.  2,  A.)  A  little  over  7 
per  cent  of  additional  cases  of  yellows  were  noted  after  July  1. 

The  experiment  with  sunflowers  was  repeated  in  1927,  and  a  sweet- 
corn  plot  was  added,  but  other  shade  crops  were  omitted  because  of 
previous  unsatisfactory  results.  The  benefit  from  shading  in  this 
experiment  was,  in  the  main,  the  same  as  in  1926.  A  much  better 
growth  of  tomatoes  was  obtained  by  planting  the  shade  crop  36  inches 
away  from  the  tomato  rows  on  their  west  side.     In  order  to  get  the 


Tech,  Bui,  189.  U.  S.  Dept.  of  Agriculture 


Plate  1 


A  diseased  and  n  IumIi  li>  loinato  plant  in  the  same  hill.  The  darker  plant  on  the  right  is  healthy, 
and  the  lighter  one  on  the  left  is  affected  with  yellows.  The  disease  was  transmitted  by  means 
of  viruliferoiis  Eutettix  tenellua  previously  fed  on  beets  affected  with  curly  top 


Tech.  Bui.  No.  189.  U.  S.  Dept.  of  Agriculture 


Plate  2 


A,  The  sunflower  plot  at  Shatter,  Calif.,  in  1926.  The  photograph  shows  this  plot  after  the  sun- 
flowers had  died  and  the  stalks  were  removed;  B,  the  sunflower  plot  at  Shafter,  Calif.,  in  1927,  The 
part  in  the  foreground  shows  a  section  of  the  checkrows;  immediately  following  it  is  a  portion  pro- 
tected by  the  sunflowers  until  July  1,  and  beyond  it  and  to  the  left  is  another  portion  with  the  sun- 
flowers still  standing 


EXPERIMENTS   ON   THE   CONTROL   OF   TOMATO   YELLOWS  5 

best  results  from  shading  the  young  tomato  plants,  sunflower  seeds 
were  planted  the  last  of  February,  or  38  days  in  advance  of  tomato 
seeds  (planted  April  6).  Five  weeks  after  the  tomato  seeds  were 
planted  the  plants  were  shaded  by  the  sunflowers  after  2  p.  m.  On 
the  same  date  the  corn  shade  did  not  reach  the  tomato  plants  until 
after  3.45  p.  m.  About  July  1,  sunflowers  were  removed  from  one- 
half  of  each  row.  Nearly  7  per  cent  of  additional  yellows  developed 
in  these  half  rows  thereafter.     (PI.  2,  B.) 

The  shading  experiment  with  sunflowers  was  again  repeated  at 
Shafter  in  1928.  Of  the  shade  crops  only  the  sunflower  was  retained. 
This  time  the  sunflower  seeds  were  planted  on  February  2  in  rows 
running  in  the  same  direction  as  before,  but  9  feet  apart  instead  of 
7  as  in  1926  or  8  as  in  1927.  Tomato  seeds  were  planted  on  March  15 
and  16  in  rows  4  feet  east  and  5  feet  west  of  each  of  the  sunflower 
rows.  The  shade  reached  the  tomato  plants  at  about  2  p.  m.  on 
March  16,  six  weeks  after  the  seed  was  planted.  The  infection  with 
yellows  in  1928  was  very  slight  at  Shafter  and  throughout  Cali- 
fornia. Most  of  the  disease  in  the  Shafter  plots  developed  before 
any  benefit  from  shading  with  sunflowers  was  secured.  The  results 
of  the  3-year  experiments  with  shading  by  means  of  tall  crops  are 
given  in  Table  2. 


Table  2. — Effect  of  shading  ivith  crops  on  the  amount  of  tomato  yellows,  Shafter^ 

Calif. 


Shade  crop  and  duration  of  shading 

Percentage  of  plants  infected 
with  yellows 

1926 

1927 

1928 

Sunflower: 

Up  to  July  1  only 

26.0 
33.3 

35.2 

41.« 
37.9 

12.7 

The  entire  season- 
In  portions  where  sunflowers  were  removed  on  July  1    

In  portions  where  sunflowers  remained  the  entire  season 

12.7 

Sesbania,  during  the  entire  season 

98.1 
97.4 
82.1 

Cotton,  during  tiie  entire  season 

Milo,  during  the  entire  season 

Sweet  corn,  during  the  entire  season , 

78.0 
80.7 

Unshaded  rows,  during  the  entire  season 

99.7 

14.2 

DUBATION   OF   SHADING 


The  results  given  in  Table  2  indicate  very  clearly  that  shading 
materials  may  be  dispensed  with  about  July  1.  The  writers'  obser- 
vations at  Shafter  show  that  as  a  rule  tomato  yellows  in  that  section 
reaches  three-fourths  of  its  seasonal  total  during  the  second  week 
of  June  and  that  nearly  all  of  the  remaining  fourth  develops  prior  to 
July  1. 

Table  3  gives  a  summary  of  seasonal  developments  for  three  suc- 
cessive years.  This  abatement  in  the  spread  of  the  disease  is  thought 
to  be  due  in  part  to  the  cessation  of  flights  of  the  beet  leaf  hoppers 
and  in  part  probably  to  the  age  of  the  plants.  These  points  are 
discussed  more  in  detail  elsewhere  in  this  bulletin  under  Time  of 
Planting. 


6  TECHNICAL  BULLETIN   18  9,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  3. — Seasonal  progress  of  tomato  yellows  at  Shafter,  Calif. 


Items  of  comparison 

1926 

1927 

1928 

Total  number  of  plants  under  observation 

1,417 

May  14 

139 

10.9 

May  28 

688 

63.9 

June    4 
928 
72.7 

June  28 
1,254 
98.2 

Aug.  24 

1,277 

100 

800 

May  13 

37 

6.4 

May  29 

242 

42.0 

June  13 

429 
74.5 

June  28 

549 

95.3 

July   29 
576 
100 

675 

Number  at  the  beginning  of  the  season: 

Date - 

May  16 

Number  of  cases  to  date , .... ... 

15 

Percentage  of  season's  total  to  date .^ .. 

17.6 

Number  at  the  end  of  May: 

Date , 

Number  of  cases  to  date                                                              -      _    . 

Percentage  of  season's  total  to  date  .                   .                   .  .  .  .  . 

Number  in  early  or  middle  June: 

Date 

June     6 

Number  of  cases  to  date ., 

62 

Percentage  of  season's  tptal  to  date 

72L9 

Number  at  the  end  of  June: 

Date                                 ...               

June  22 

Number  of  cases  to  date  ,.-.. . 

81 

Percentage  of  season's  total  to  date... 

95.3 

Number  at  the  end  of  the  season: 

Date ,.. - 

Aug.    8 

Number  of  cases  to  date 

85 

Percentage  of  season's  total  to  date      .              .      .                

100 

SHADING  WITH  MUSLIN  TENTS 


Besides  the  shade  crops,  one  row  in  1926  was  shaded  by  a  heavy 
muslin  wall,  3  feet  high,  placed  immediately  on  the  west  side  of  the 
row.  Three  of  the  33  plants  in  this  row  survived  throughout  the 
season;  thus  90.9  per  cent  were  infected  with  yellows,  as  compared 


FiGUEE  1. — A  knockdown  frame  for  shading  rows  of  tomatoes 

with  99.7  in  the  checkrows.  A  more  efficient  method  of  cloth  shad- 
ing consists  in  building  low  tents  over  the  entire  rows.  In  the  1924 
experiment  at  Eiverside  the  frames  for  such  tents  were  built  of 
laths  and  were  very  satisfactory  for  one  season,  but  it  did  not  seem 
practicable  to  save  many  of  the  used  laths  for  another  season.  At 
Shafter  in  1927  the  frames  previously  used  for  the  test  with  glass 
covers  were  adapted  for  the  construction  of  muslin  cages.  The 
results  were  satisfactory.     (PI.  3,  A.) 

Finally  a  rather  simple  frame  that  can  be  used  a  number  of  years 
was  evolved.  It  may  be  built  of  inverted  V's  from  strips  of  lumber 
about  4  feet  long,  three-fourths  of  an  inch  thick,  and  3  inches  wide, 
sharpened  at  one  end  for  inserting  into  the  soil,  and  with  a  bolt 
hole  near  the  other  end  for  bolting  the  pieces  at  the  top.  (Fig.  1.) 
One  of  the  inverted  V's  is  set  ovei"  each  plant,  and  a  ridgepole  of 
1-inch  strip  is  run  along  the  top.  Two  widths  of  cloth  may  be  sewed 
together  lengthwise  and  then  spread  over  the  framework  and  fas- 


EXPERIMENTS    OInT   THE    CONTROL   OF   TOMATO    YELLOWS  7 

tened  here  and  there  to  the  outer  sides  with  tacks.  The  cloth  and  the 
frame  may  be  removed  at  the  end  of  June  and  saved  for  another 
year.  Muslin  of  50  meshes  to  the  inch  is  satisfactory,  but  a  heavier 
material  may  be  used  if  durability  is  desired. 

On  the  basis  of  the  writers'  trials,  it  would  seem  that  this  method 
may  be  satisfactory  under  certain  conditions,  particularly  for  small- 
sized  patches  in  areas  of  severe  infestation.  The  results  obtained 
with  this  form  of  shading  in  1927  and  1928  were  as  follows : 

1927         1928 

Percentage  of  plants  infected  with  yellows,  in  rows 

shaded   by   tents 10.8  3.0 

Percentage  of  plants  infected  with  yellows  in  un- 
shaded  rows 80.7        14.2 

If  these  tents  are  made  insect  proof,  a  still  better  control  may  be 
obtained.  One  such  closed  cage  was  used  over  20  plants  in  1927. 
Only  one  plant  contracted  the  disease,  which  probably  came  through 
the  cloth  when  the  plant  became  so  large  that  it  pressed  tightly  on 
the  muslin.  No  additional  cases  of  the  disease  developed  after  the 
cage  was  removed  on  July  1.  (PL  3,  B.)  A  serious  disadvantage 
of  this  closed  cage  is  that  the  setting  of  the  fruit  is  somewhat  de- 
layed. This  unfavorable  effect  may  possibly  be  overcome  by  the  use 
of  more  loosely  woven  textiles,  such  as  tobacco  cloths,  which  would 
permit  more  air  movement  through  the  inclosure.  In  experiments 
with  control  of  aster  yellows  transmitted  by  Cicadula  sexnotata 
Fall.,  which  is  only  slightly  larger  than  Eutettix  tenelhis^  Jones  and 
Eiker  {19)  reported  satisfactory  results  from  a  cloth  having  22 
threads  to  the  inch,  while  Kunkel  (20)  obtained  a  reduction  of  yel- 
lows from  80  per  cent  to  20  per  cent  by  shielding  plants  with  fences 
built  of  wire  screen  having  only  18  meshes  to  the  inch. 

The  question  may  be  raised  as  to  whether  the  economic  gain  se- 
cured through  this  means  of  protection  justifies  the  expense  con- 
nected with  it.  As  the  trials  at  Shafter  show,  the  tent  shading  may 
save  about  three-fourths  of  the  stand.  The  cost  of  the  tents  prepared 
for  these  experiments  naturally  was  higher  than  it  would  have  been 
for  a  large  grower,  because  in  this  case  the  materials  were  bought  in 
small  quantities.  The  quantities  of  lumber  and  muslin  necessary  to 
cover  1  acre  will  depend  somewhat  on  the  spacing  used,  especially 
between  the  rows.  If  tomatoes  are  planted  6  feet  apart  each  way, 
1,200  plants  will  cover  1  acre.  To  build  the  tents  illustrated  in 
Figure  1  to  cover  this  number  of  plants  will  require  3,000  board 
feet  of  lumber  and  4,800  yards  of  muslin.  Assuming  that  the  price 
of  lumber  is  4  cents  a  foot  and  the  price  of  muslin  10  cents  a  yard, 
the  total  cost  of  these  materials  per  acre  will  be  $600.  To  this  should 
be  added  the  cost  of  bolts,  about  $25  or  $30  per  acre.  Although  the 
material  may  serve  for  a  number  of  years,  it  is  evident  that  for  the 
majority  of  sections  where  yellows  does  not  occur  with  regular 
severity,  the  mean  annual  expenditure  for  tents  may  still  be  too 
great  to  be  profitable,  unless  tomatoes  bring  unusually  high  prices. 
The  protection  afforded  by  sunflowers  or  a  similar  tall-growing  crop 
is  more  nearly  within  the  re^ch  of  the  average  grower. 

SHADING  WITH  LOW  AND  DENSELY  GROWING  PLANTS 

The  effect  of  a  dense  growth  of  weeds  on  the  development  of 
yellows  is  also  of  interest  in  connection  with  shadino^.     Several  ob- 


8 


TECHNICAL  BULLETIN   18  9,  U.  S.  DEPT.  OF  AGRICULTURE 


servers  (i,  ^,  39)  noticed  that  very  weedy  beet  fields  showed  a  much 
smaller  amount  of  curly  top  and  produced  a  fair  crop,  whereas  clean- 
cultivated  fields  suffered  severe  loss.  As  the  leaf  hoppers  apparently 
prefer  a  warm,  open,  sunny  location  to  close  heavy  vegetation  cov- 
ering the  ground,  it  may  be  possible  that  the  dense  vegetation  is  less 
frequently  invaded  by  the  insects,  and  a  smaller  amount  of  disease 
would  naturally  result.  The  dense  foliage  may,  of  course,  exert 
other  influences,  as  on  soil  moisture  and  soil  temperature. 

To  test  the  effect  of  low,  dense  vegetation,  buckwheat  was  planted 
in  1928  in  drills  about  1  foot  apart  in  a  small  tomato  plot  at  the 
time  of  setting  the  plants  (April  16  and  May  20).  A  second  plot 
had  cowpeas  broadcast  March  20,  and  the  tomatoes  set  on  the  same 
dates  as  in  the  buckwheat  plot.  The  seasonal  progress  of  yellows 
is  given  in  Table  4. 

Table  4. — Prevalence  of  yellows  in  tomato  plants  in  dense  growth  of  'buckwheat 

and  cowpeas 


April  planting 

May  planting 

Plantings,  both  plots 

Intercrop 

Total 
number 
of  plants 

Number 
of  dis- 
eased 
plants 

Total 
number 
of  plants 

Number 
of  dis- 
eased 
plants 

Total 
number 
of  plants 

Number 
of  dis- 
eased 
plants 

Percent- 
age of 

diseased 
plants 

Checks  (tomatoes  only) 

67 
54 
56 

10 
6 
2 

59 
55 
51 

17 
9 

1 

116 
109 
107 

27 

14 

3 

23.3 

Buckwheat 

12.8 

Cowpeas _ 

2.8 

As  the  buckwheat  in  the  late  plot  was  small  until  the  latter  part 
of  May  (during  the  period  of  greatest  infection),  this  may  help  to 
explain  the  nearly  double  infection  as  compared  with  that  in  the 
earlier  planting  where  the  buckwheat  was  in  full  bloom  and  from 
12  to  15  inches  high  by  June  1.  In  both  early  and  late  plantings 
the  buckwheat  was  able  to  reduce  the  infection  by  about  50  per  cent. 
However,  the  tomatoes  were  rather  pale  and  not  very  vigorous  as 
a  result  of  the  intercrop  of  buckwheat.  Among  the  cowpeas  the 
tomato  vines  were  almost  completely  submerged  and  smothered,  in 
spite  of  the  cowpeas  having  been  thinned  out,  and  the  resulting 
tomato  vines  were  very  weak  and  spindling,  with  almost  no  fruit. 
Apparently  the  cowpeas  prevented  the  infection.  As  the  1928  sea- 
son was  marked  by  an  unusually  small  percentage  of  yellows,  it  is 
doubtful  whether  this  protection  would  be  as  effective  in  a  season 
of  severe  infestation. 

It  is  a  well-laiown  fact  that  seedlings  left  in  the  seed  bed  are 
seldom  seriously  affected  by  j^ellows.  Dense  growth  in  this  case 
again  appears  to  be  the  main  factor.  However,  if  continuous  rows 
of  seedlings  are  grown  in  the  field,  with  a  wide  spacing  between  the 
rows  (6  feet  or  more),  they  may  be  no  less  affected  in  years  of 
severe  outbreaks  than  are  plants  set  out  individually  in  the  regular 
way.  An  experiment  conducted  at  Shafter  in  1926  indicates  this. 
Two  such  continuous  rows  were  planted,  each  containing  several 
hundred  plants.  At  the  end  of  the  summer  only  seven  plants  re- 
mained unaffected,  while  all  the  others  had  died  from  yellows. 

In  the  Northwest,  among  sotne  growers,  there  is  a  practice  of  set- 
ting more  than  one  plant  in  each  hill  in  order  to  have  as  nearly  a 


EXPERIMENTS    ON    THE    CONTROL   OF    TOMATO    YELLOWS  9 

normal  stand  as  possible  in  spite  of  the  loss  from  the  disease.  It  is 
obvious  that  this  measure  can  be  of  no  assistance  during  seasons 
when  the  amount  of  yellows  approaches  100  per  cent,  but  it  might 
bring  the  desired  results  with  a  smaller  infection.  A  double  num- 
ber of  plants  set  two  plants  to  a  hill  with  only  50  per  cent  of  the 
disease  may  be  expected  to  give  a  much-improved  stand.  However, 
even  better  results,  with  respect  to  the  vigor  of  plants  and  yield, 
might  possibly  be  obtained  by  setting  the  same  number  of  plants 
individually  with  half  the  usual  spacing  in  the  row. 

SPRAYING  AND  DUSTING 

The  purpose  of  spraying  or  dusting  in  the  case  of  tomato  yellows 
may  be  threefold.  It  may  be  done  to  destroy  the  leaf  hoppers,  to 
repel  them,  or  to  enable  the  plant  to  resist  the  infection.  It  is  doubt- 
ful whether  the  use  of  insecticides  on  tomatoes  for  the  first  of  these 
purposes  will  ever  be  practicable,  since  there  are  so  many  natural 
hosts  of  Eutettix  tenellus^  both  wild  and  cultivated  (4,  7,  ^7,  30^ 
32).  More  tangible  results  may  be  expected  from  repellents  and 
protective  sprays  and  dusts,  although  thus  far  there  has  been  but 
little  encouragement  along  this  line. 

Severin  {28^  33)  tried  nicotine-sulphate  dust,  but  the  results  were 
unsatisfactory.  However,  Schwing,  as  reported  by  Haring  {10)^ 
found  that  a  heavy  application  of  nicodust  destroyed  hoppers  on 
beets  where  the  hoppers  were  actually  hit.  Carsner  and  Stahl  (7) 
used  several  insecticides  as  well  as  repellents  in  both  liquid  and  dust 
form,  but  no  benefit  worthy  of  consideration  resulted.  More  re- 
cently Carter  {8)  conducted  experiments  with  a  view  to  enabling 
sugar-beet  plants  to  resist  the  effect  of  the  curly-top  virus  after  it 
has  been  introduced  into  the  plants.  He  had  plants  sprayed  with 
lampblack,  zinc  oxide,  and  lime,  as  well  as  unsprayed  plants  for 
checks.  Plants  spraj^ed  with  lampblack,  a  light-absorbing  pigment 
which  screens  off  a  considerable  portion  of  the  sun's  spectrum,  suf- 
fered more  than  unsprayed  beets.  Plants  sprayed  with  zinc  oxide, 
a  light-reflecting  pigment  but  one  with  severe  reduction  in  the 
shorter  end  of  the  spectrum,  were  slightly  worse  off  than  unsprayed 
beets.  Only  the  plants  sprayed  with  lime,  a  light-reflecting  pigment 
which  does  not  interfere  to  any  considerable  extent  with  the  shorter 
waves,  showed  an  increased  resistance  to  curly  top. 

Similar  tests  were  made  also  with  tomatoes  in  the  plots  at  Shafter 
during  the  summer  of  1926.  Various  sprays  were  tried  in  studying 
two  possible  effects  on  the  plants — the  chemical  effect  and  the  shacP 
ing  effect  due  to  absorption  or  reflection  of  incident  light.  All  spray 
applications  were  made  with  a  knapsack  sprayer  during  the  last 
week  in  May,  when  infection  is  usually  very  severe  and  general  and 
the  progress  of  the  disease  rapid.  The  sprays  were  repeated  in  6  to  10 
days,  and  plants  in  all  stages  of  yellows  were  used. 

As  iron  salts  have  proved  beneficial  in  certain  types  of  chlorosis, 
ferrous  sulphate  was  applied  in  solutions  varying  from  2  to  6  per 
cent,  alone  and  in  conjunction  with  ammonium  sulphate,  to  form  a 
less  readily  oxidized  iron  compound.  There  appeared  to  be  no  bene- 
ficial effect  either  in  improving  the  color  of  the  plants  or  in  retard- 
ing the  advance  of  the  disease,  and  the  4  and  6  per  cent  solutions 
burned  the  foliage  considerably.  This  negative  result  was  not  sur- 
110521—30 2 


10  TECHNICAL  BULLETIN    18  9,  U.  S.  DEPT.  OF  AGRICULTURE 

prising,  as  the  yellowing  of  the  foliage  may  have  been  due  to  other 
causes,  such  as  an  excessive  accumulation  of  sucrose  and  reducing 
sugars,  which  Kosa  (25)  found  to  occur  in  the  diseased  plants, 
rather  than  to  a  deficiency  of  iron  in  the  leaves.  This  excess  of  car- 
bohydrates may  have  been  responsible  for  the  upsetting  of  the 
chlorophyll  mechanism.  In  this  case  iron  sprays  could  be  of  no 
benefit. 

With  a  view  to  changing  both  the  quantity  and  the  quality  of  the 
light  received  by  the  tomato  leaves,  otner  sprays  were  tried.  Certain 
sulphides  having  a  metallic  luster  are  known  to  have  a  high  reflecting 
power  for  ultra-violet  light  (9).  In  an  attempt  to  cut  down  the 
ultra-violet  rays  of  the  sunlight  reaching  the  leaves,  finely  ground 
iron  pyrites  was  applied  as  a  spray.  At  first  the  leaves  showed  a 
deep-green  color  following  the  application,  but  the  progress  of  the 
disease  was  neither  stopped  nor  retarded. 

In  the  dry  air  of  the  San  Joaquin  Valley  of  California  the  heat 
and  sunlight  are  intense  in  June.  As  the  heat  rays  are  known  to 
penetrate  moist  air  much  less  readily  than  dry  air,  and  as  the  orange 
and  red  portions  of  the  spectrum  are  thought  to  have  great  influence 
in  the  process  of  photosynthesis,  it  seemed  desirable  to  reduce  the 
intensity  of  light  penetrating  the  leaves  and  at  the  same  time  to  cut 
off  a  large  portion  of  the  orange,  red,  and  infra-red  rays  by  placing 
some  reflecting  or  absorbing  substance  on  the  foliage.  Heavy  coat- 
ings of  calcium  carbonate,  magnesium  carbonate,  and  hydrated  lime, 
in  the  proportion  of  I/2  to  1  pound  of  powder  to  a  gallon  of  water, 
were  applied  in  spray  form.  Although  these  applications  were  with- 
out effect  in  checking  the  disease,  the  green  of  the  foliage  seemed  to 
disappear  less  rapidly  than  in  the  unsprayed  diseased  plants. 

The  only  spray  that  gave  any  indication  of  retarding  the  disease 
was  a  solution  of  2  per  cent  ferrous  sulphate  with  enough  hydrated 
lime  to  make  the  solution  alkaline ;  that  is,  a  sort  of  "  iron  Bor- 
deaux." This  gave  an  orange-colored  deposit  on  the  leaves.  How- 
ever, only  a  slowing  down  of  the  disease  was  apparent,  and  this  was 
not  great  enough  to  be  of  any  value  where  the  infection  was  severe. 

In  May,  1927,  4-4-50  Bordeaux  was  tried,  to  see  if  it  would  show 
some  repellent  action  on  the  insects,  as  in  the  case  of  the  potato 
leaf  hopper,  or  possibly  show  a  screening  action  on  the  light.  The 
results  were  negative.  Eleven  cases  of  yellows  developed  among  the 
52  sprayed  plants  (21  per  cent),  as  compared  with  15  cases  among 
65  unsprayed  ones  (23  per  cent). 

SOIL  MANAGEMENT 

At  the  time  when  yellows  was  thought  to  be  caused  by  certain 
soil  fungi,  crop  rotation  and  the  disinfection  of  seed  beds  were  con- 
sidered advisable  by  some  (22).  Others  observed  that  there  is  no 
apparent  correlation  between  the  amount  of  the  disease  and  the 
supposed  contamination  of  the  soil,  and  that  even  on  new  sage- 
brush land  the  infection  may  run  as  high  as  100  per  cent  (ii,  15). 
While  thus  the  crop-rotation  idea  failed  to  find  much  support  among 
the  students  of  tomato  yellows,  soil  conditions  were  regarded  as 
of  by  no  means  slight  significance.  The  fact  that  the  disease  is 
more  severe  in  hot  and  dry  regions,  or  where  the  loss  of  moisture  is 
higher,  forced  upon  many  the  thought  that  the  losses  may  be  re- 


EXPERIMENTS   ON   THE    CONTROL   OF   TOMATO    YELLOWS  11 

diiced  by  increasing  the  supply  of  water  to  the  plants.  Some  trials 
and  observations  seemed  to  confirm  this  belief.  Also,  indications 
were  found  that  an  abundant  supply  of  humus  in  the  soil,  or  well- 
fertilized  soils,  helped  to  check  the  development  of  the  disease. 
This  was  first  pointed  out  by  Huntley  {16)^  although  he  stated  that 
lack  of  manure  and  humus  in  the  soil  had  not  proved  to  be  the 
cause  of  the  trouble. 

Henderson  {13)  concluded  that — 

plants  set  in  good  soil,  well  watered  and  cultivated,  and  protected  from  too  hot 
sun  by  close  planting  and  shading,  and  from  severe  winds  by  orchards,  corn, 
or  other  means,  will  give  very  little  blight. 

The  disease  became  very  general  by  July  1  in  the  field  where  he 
had  his  trials  in  1904,  with  the  exception  of  the  part  "which  had 
been  submerged  by  the  rise  of  the  river  "  soon  after  setting.  In 
two  rows  of  another  patch,  which  were  "  cleared  of  weeds,  heavily 
limed  and  manured,  and  finally  spaded  up  and  put  in  prime  condi- 
tion, only  one  plant  was  blighted  "  out  of  48,  while  the  remainder 
of  the  plot  showed  many  diseased  plants.  He  also  tried  commercial 
fertilizers,  but  no  definite  beneficial  results  were  derived  {12). 

McKay  {22)  advocated  an  abundant  supply  of  moisture,  a  liberal 
use  of  barnyard  manure,  and  good  cultivation  as  important  factors 
that  tend  to  reduce  the  losses  from  yellows. 

Thornber  {1^1)  reported  a  distinct  gain  from  the  application  of 
manure.  In  his  experiments  at  Clarkston,  Wash.,  manure  was  ap- 
plied in  the  trenches,  covered  with  several  inches  of  soil,  and  the 
tomatoes  set  over  the  manure.  None  of  the  400  plants  so  treated 
developed  yellows,  whereas  about  90  per  cent  of  the  400  or  so  plants 
in  an  adjacent  unmanured  plot  showed  symptoms  of  the  disease. 

Smith  {JfO)  found  no  benefit  from  the  application  of  sulphur  or 
lime. 

Sulphur  tests  were  conducted  by  the  writers  for  two  years  on  a 
small  scale  at  Shafter.  In  1927  sulphur  was  applied  at  the  rate  of 
400  pounds  per  acre  in  shallow  furrows  and  harrowed  in.  No  reduc- 
tion in  the  disease  was  obtained  from  this  application.  In  1928 
a  second  application  at  the  rate  of  800  pounds  per  acre  was  made 
to  the  same  plot  by  broadcasting  and  was  harrowed  in  before  the 
tomatoes  were  planted.  On  this  plot  in  1928,  16  out  of  116  plants, 
or  13.8  per  cent,  developed  yellows,  while  on  the  untreated  adjoining 
area  27  oiit  of  116  plants,  or  23.3  per  cent,  became  diseased. 

IRRIGATION  AND   FERTILIZATION 

Experiments  with  irrigation,  cultivation,  and  fertilizers  were  con- 
ducted by  Shapovalov  {SJf) .  In  his  irrigation  experiment  in  1922 
during  a  serious  outbreak  of  yellows,  the  disease  practically  ceased 
to  develop  after  four  weekly  applications  of  water  in  a  portion  of  a 
commercial  field  at  Wineville,  Calif.  At  the  same  time,  in  another 
portion  of  the  field  which  had  been  irrigated  only  once  the  disease 
continued  to  develop  for  four  additional  weeks,  with  the  result  that 
about  10  per  cent  more  of  the  plants  became  affected  during  the 
period  of  the  experiment  in  this  plot  than  in  the  wetter  plot.  During 
the  next  two  years  his  experiments  were  repeated  more  carefully  at 
another  place  in  conjunction  with  different  frequencies  of  cultivation, 
and  the  available  soil  moisture  was  measured  by  the  porous  porcelain 


12  TECHNICAL  BULLETIN   18  9,  U.  S.  DEPT.  OF  AGKICULTURE 

soil  points  of  Livingston  and  Koketsu.  In  1923,  when  the  attack 
of  yellows  was  very  slight,  it  seemed  as  if  the  disease  had  a  tendency 
to  be  more  prevalent  on  drier  plots,  thus  corroborating  the  results  of 
the  1922  experiment;  but  in  1924,  with  a  very  severe  outbreak  of 
yellows,  no  correlation  could  be  seen  between  the  amount  of  tlie 
disease  and  the  available  soil  moisture  as  measured  by  the  soil 
points.  Only  the  plot  fertilized  with  ammonium  sulphate  at  the 
rate  of  200  pounds  to  the  acre  showed  a  slight  reduction  in  the  per- 
centage, of  yellows.  It  should  be  noted,  however,  that  the  results 
obtained  with  frequent  irrigation  in  1922  are  not  quite  comparable 
with  those  secured  in  the  next  two  seasons,  since  they  were  conducted 
in  different  localities  and  on  different  types  of  soil. 

The  writers  tried  various  fertilizers  and  lime  in  1925,  when  yel- 
lows was  as  severe  as  in  1924,  and  again  in  1926,  when  there  was  a 
moderate  attack  of  the  disease.  The  plot  treated  with  lime  showed 
considerably  less  yellows  than  the  check  in  1925,  but  there  was  no 
significant  difference  in  1926.  Other  treatments,  as  Table  5  shows, 
did  not  seem  to  have  any  effect  on  the  disease.  All  plots  were 
adjacent. 

Table  5. — Tomato  yellows  on  differently  fertilised  plots  at  Riverside,  Calif.,  in 

1925  and  1926 


1925 

1926 

Treatment 

Total 
number 
of  plants 

Number 
of  plants 
affected 

Percent- 
age of 
plants 

affected 

Total 
number 
of  plants 

Number 
of  plants 
affected 

Percent- 
age of 
plants 

affected 

Check 

125 
88 
85 
79 
78 
81 

54 
21 
36 
35 
30 
33 

43.2 
23.9 
42.4 
44.3 

177 
214 
223 

25 
24 
47 

14.  1 

Air-slaked  lime,  3,000  pounds  to  the  acre 

Ammonium  sulphate,  400  pounds  to  the  acre 

Superphosphate  428  pounds  to  the  acre 

11.2 
21.1 

Potassium  sulphate,  160  pounds  to  the  acre 

Complete  fertilizer,  8-6-8                     

38.5 
40.7 

212 

39 

18.4 

Irrigation  water  was  supplied  as  needed;  that  is,  once  in  three 
or  four  weeks.  It  is  possible  that  with  a  more  abundant  supply  of 
water  the  effect  of  the  fertilizers  might  have  been  more  pronounced. 
Shapovalov's  unpublished  notes  on  his  1924  fertilizer  trials  show 
that  the  percentage  of  yellows  was  smaller  on  wetter  fertilized  plots 
than  on  drier  fertilized  plots.     (Table  6.) 

Table  6. — Tomato  yellows  on  plots  fertilized  with  ammonium  sulphate  at  the 
rate  of  200  pounds  per  acre,  Riverside,  Calif.,  1924 


Treatment 


Irrigation  once  in  4  weeks: 

Fertilized  plants    

Plants  in  unfertilized  ends  of  same  rows 

Irrigation  once  in  2  weeks: 

Fertilized  plants 

Plants  in  unfertilized  ends  of  same  rows 

Irrigation  every  week: 

Fertilized  plants 

Plants  in  unfertihzed  ends  of  same  rows 

Total  number  of  fertilized  plants 

Total  number  of  plants  in  unfertilized  ends  of  rows 


Total 

Number 

number 

of  plants 

of  plants 

affected 

99 

39 

135 

63 

98 

35 

153 

67 

113 

37 

161 

57 

310 

111 

449 

187 

Percent- 
age of 
plants 

affected 


39.4 
46.7 

35.7 
43.8 

32.7 
35.4 
35.8 
41.6 


Tech.  Bui.  No.  189.  U.  S.  Dept.  of  Agriculture 


Plate  3 


A,  Tomatoes  grown  under  a  loosely  covered  muslin  tent  until  July  1  at  Shafter,  Calif.,  in  1927.  The 
cloth  is  removed  to  show  the  general  vigor  of  the  shaded  plants  as  compared  with  those  unshaded, 
mostly  diseased,  and  of  smaller  size;  photographed  about  July  1;  B,  tomatoes  grown  in  a  closed 
muslin  cage  until  July  1,  1927.  The  plants  completely  filled  the  frame.  A  part  of  the  unprotected 
row  to  the  left,  planted  at  the  same  time  as  the  shaded  plants,  shows  the  general  condition  of  the 
checkrows 


Tech.  Bui.  No.  189.  U.  S.  Dept.  of  Agriculture 


Plate  4 


A,  Sui  — ;.^  , d  bed  at  Riverside,  Calif.    They  were  planted  in  ]March  and  April  and 

never  irrigated.  No  jellows  developed  in  this  plot  of  seedlings;  B,  a  Riverside  (Calif.),  plot  of  1925, 
showing  the  relative  size  and  vigor  of  untransplanted  seedlings  grown  directly  in  the  field  (larger 
plants  in  the  background)  and  the  same  seedlings  transplanted  (smaller  plants  in  the  foreground) 
26  days  after  transplanting 


EXPEEIMENTS    ON    THE    CONTROL   OF   TOMATO    YELLOWS  13 

The  ammonium-sulphate  plot  which  was  irrigated  once  in  four 
weeks  (Table  6)  may  be  compared  with  the  ammonium-sulphate 
plot  (Table  5)  which  was  not  irrigated.  A  decrease  of  7  per  cent  in 
the  amount  of  yellows  is  to  be  noted  in  1924,  as  compared  with  the 
respective  check  plants,  but  practically  no  decrease  is  seen  in  1925, 
while  in  the  1926  plot  there  was  an  even  greater  amount  of  the 
disease  than  in  the  check.  The  plot  irrigated  every  week  showed  a 
decrease  of  nearly  3  per  cent  compared  with  the  respective  check. 
It  is  to  be  noted  that  the  unfertilized  ends  of  the  rows  also  show 
progressively  less  disease  in  the  more  frequently  irrigated  plots. 

SOIL  DRYNESS  AND  PREIRRIGATION 

There  are  indications  that  if  the  soil  is  kept  very  dry,  practically 
at  the  point  at  which  plants  wilt,  the  development  of  yellows  may 
be  retarded. 

At  Riverside,  in  1924,  a  seed  plot  was  planted  on  a  virgin  desert 
soil  adjacent  to  a  tomato  field,  prior  to  the  cessation  of  spring  rains, 
and  was  not  irrigated  thereafter.  A  number  of  plants  died  from 
dryness,  but  none  showed  symptoms  of  yellows.  A  few  even  sur- 
vived the  unfavorable  conditions  and  showed  recovery  in  the  fall. 
(PI.  4,  A.)  During  the  same  season  the  adjacent  tomato  field 
showed  35  to  45  per  cent  of  the  disease. 

Additional  tests  along  similar  lines  were  made  with  regularly 
planted  tomato  plots  at  Shafter  in  1927  and  1928.  The  plot 
which  was  to  be  kept  dry  was  flooded  before  it  was  planted.  Seeds 
were  planted  directly  in  the  field  about  the  middle  of  March,  and 
the  ground  was  irrigated  a  few  times,  until  the  young  plants  became 
established,  or  about  the  middle  of  May.  Then  the  dry  plot  was 
not  irrigated  again  until  the  plants  showed  wilting,  which  was  9  to 
10  weeks  after  the  previous  irrigation.  In  the  meantime  the  check 
rows  were  irrigated  every  7  to  10  days.  After  about  the  middle  of 
July  both  the  dry  and  the  regular  plots  were  irrigated  at  necessary 
intervals.  As  is  shown  in  Table  7,  the  1927  dry  plot  had  consider- 
ably less  yellows  than  the  check  plots.  In  1928,  when  the  disease  was 
very  much  less  severe,  no  benefit  from  either  form  of  irrigation  was 
evident. 

Table  7. — Effect  of  extreme  soil  dr^/ness  on  the  development  of  tomato  yellows 


Location 

Percentage  of  plants 
infected  with  yel- 
lows 

1927 

1928 

Dry  plot  at  Shafter.. 

61.7 
84.6 
91.0 

15.9 

Check  on  the  west  side. 

13  6 

Check  on  the  east  side 

17  4 

GREEN  MANURING 


To  determine  the  effect  of  introducing  organic  matter  into  the 
soil  and  producing  more  vigorous  plants,  experiments  with  green 
manuring  were  conducted  by  the  writers  at  Shafter.  Melilotm  indica 
was  used  as  a  green-manure  crop  on  the  same  plots  for  two  seasons. 


14 


TECHNICAL  BULLETIN    18  9,  U.  S.  DEPT.  OF  AGRICULTURE 


being  planted   about   October   10   each   year.     The   first   crop   was 
plowed  under  about  April  1,  1927,  well  after  full  bloom,  when  the 

frowth  was  very  heavy.  The  second  crop  was  turned  under  about 
'ebruary  10,  1928,  at  a  much  earlier  stage  of  growth  and  before 
blossoming.  The  tomato  vines  of  1927  were  greatly  stimulated  in 
growth  on  the  cover-cropped  areas,  but  the  effect  was  less  striking  in 
1928.  As  regards  yellows,  the  results,  considering  only  the  manured 
and  unmanured  areas,  are  shown  in  Table  8.  These  figures  do  not 
point  to  cover  crops  as  a  means  of  producing  plants  vigorous  enough 
to  withstand  the  infection  to  any  marked  degree. 

Table  8. — Effect  of  green  manuring  on  to^mato  yellows 


Plot 

Plants  in  cover  crop  area               Plants  in  bare  area 

Year 

Total 
number 

Number 
infected 

aleTn-'l    Total 
"tfcteS    1  """""er 

1 

Number 
infected 

Percent- 
age in- 
fected 

1927                                      

A 
B 
A 
B 

182 
141 
153 
158 

37 

45 
14 

7 

20.3 

31.9 

9.1 

180 
139 
139 

40 
50 
11 
10 

22.2 

1927- - 

'      36.0 

1928 

7.9 

1928 

4.4  !             157 

6.4 

GREEN  MANURE  WITH  LIME  AND  FERTILIZERS 

Tests  by  Rosa  {2Jf)  and  by  Hepler  and  Kraybill  {lit)  have  shown 
phosphate  fertilizers  to  be  very  effectual  in  stimulating  the  early 
growth  of  tomato  plants.  As  it  was  known  that  plants  in  the  more 
advanced  stage  of  growth  are  less  susceptible  to  yellows,  it  was 
thought  desirable  to  test  the  effect  of  readily  available  phosphates. 
Superphosphate  (18  per  cent),  at  the  rate  of  600  pounds  per  acre, 
and  steamed  bone  meal,  superphosphate  with  hydrated  lime  (1,000 
pounds  per  acre),  and  a  complete  4-10-11/2  fertilizer  were  used  so  as 
to  give  quantities  of  phosphoric  acid  equal  to  that  in  the  superphos- 
phate. These  applications  were  made  to  certain  rows  in  plot  A 
(referred  to  in  Table  8)  in  October,  1926,  before  seeding  the  cover 
crop  of  melilotus.  The  subsequent  plowing  of  the  land  in  April, 
1927,  naturally  redistributed  the  fertilizers,  so  that  the  results  in 
3927  were  neither  very  reliable  nor  clean-cut.  The  great  variation 
in  amount  of  disease  even  in  the  checkrows  (6  to  40  per  cent)  made 
the  results  very  indefinite.  The  cover-crop  area  showed  an  average 
of  20.3  per  cent  of  yellows  where  phosphates  had  been  applied  and 
26  per  cent  in  the  checks.  The  area  without  cover  crop  showed  an 
average  of  22.2  per  cent  of  disease  where  phosphates  had  been  ap- 
plied, as  compared  with  18.7  per  cent  in  the  checks. 

An  additional  fall  application  to  a  portion  of  plot  A  of  1,200 
pounds  per  acre  of  18  per  cent  superphosphate  for  the  1928  crop 
was  of  no  benefit  in  the  reduction  of  yelloAvs,  either  directly  or  in- 
directly, through  the  cover  crop. 

The  effect  of  the  hydrated  lime  applied  in  the  late  summer  of  1926 
at  the  rate  of  1,000  pounds  per  acre  to  half  of  plot  B,  referred  to  in 
Table  8,  could  be  more  readily  determined  than  in  the  case  of  the 
phosphate  fertilizers  of  plot  A,  where  the  quantities  were  small  and 
distribution  was  upset  by  subsequent  plowing. 


EXPERIMENTS   ON   THE    CONTROL   OF   TOMATO    YELLOWS 


15 


While  the  larger  amount  of  yellows  in  plot  B  in  1927  may  be  ac- 
counted for  in  part  by  the  plants  being  about  seven  weeks  younger 
than  those  in  plot  A,  and  hence  more  susceptible  to  the  disease  (see 
Table  10),  there  still  appears  to  have  been  some  benefit  from  lime, 
but  only  in  conjunction  with  the  green  manure,  as  Table  9  indicates. 


Table  9. — Effect  of  green  manure  and  lime  on  tomato  yellows 


Plants  in  cover-crop  area 

Plants  in  bare  area 

• 

Year  and  treatment  of  plot  B 

Total 
number 

Number 
infected 

Percent- 
age in- 
fected 

Total 
number 

Number 
infected 

Percent- 
age in- 
fected 

1927: 

Limed     

69 
72 

78 
80 

18 

27 

1 
6 

26.1 
37.5 

1.3 

7.5 

73 

66 

77 
80 

27 
23 

2 

8 

37.0 

Unlimed 

34.8 

1928: 

Limed                  

2.6 

Unlimed-      

10.0 

In  1928,  while  the  number  of  diseased  plants  was  small,  the  limed 
area  again  showed  less  yellows,  the  influence  apparently  extending 
through  the  unmanurecl  area  as  well,  which  was  not  the  case  in 
1927.  The  above  figures  are  more  or  less  in  line  with  those  previ- 
ously obtained  at  Riverside  (Table  5),  although  they  can  not  be 
regarded  as  conclusive. 

In  other  experiments  diseased  plants  were  subjected  to  different 
soil  treatments,  to  study  the  possibility  of  recovery.  In  1926  at 
Shafter  plants  in  various  stages  of  yellows  were  transferred  (with 
roots)  from  the  field  to  5-gallon  cans.  The  soil  in  these  cans  received 
applications  of  NaCl,  KCl,  CaCl^,  FeCls,  FeSO^,  KH.PO^, 
NH4H2PO4,  Ca(N03)2,  or  NaNOg.  Although  three  weeks  later  the 
plants  were  nearly  dead  from  lack  of  water,  the  green  color  of  the 
stems  in  some  cases  where  a  chloride  had  been  used,  especially  KCl, 
suggested  some  improvement.  Other  cans  received  manure  or 
manure  with  CaCOg  and  NaNOs-  The  plants  in  the  soil  receiving 
CaCOs  and  NaNOs  survived  somewhat  longer  than  the  others. 

In  other  somewhat  similar  tests  made  at  Riverside  in  the  summer 
of  1926,  diseased  plants  from  the  field  were  transplanted  to  10-inch 
pots,  the  soil  receiving  the  following  treatments:  Gypsum,  gypsum 
with  compost,  hydrated  lime  (about  one-half  per  cent),  lime  with 
compost,  and  chopped  alfalfa  top  mulch.  While  the  healthy  plants 
continued  to  grow  in  most  cases,  none  of  the  diseased  plants  showed 
any  sign  of  recovery. 

Other  tests  with  diseased  and  healthy  rooted  plants  and  cuttings 
grown  in  various  very  dilute  solutions  gave  little  information.  In 
solutions  of  FeSOi,  iron  pyrophosphate,  MnS04,  and  NaCl  the 
plants  promptly  died.  Diseased  cuttings  in  solutions  of  Ca(N03)2, 
CaCls,  MgSO^,  K2SO4,  KNO3,  K2HPO4,  NH4H2PO4,  and  a  complete 
nutrient  solution  developed  no  rootlets,  except  in  tap-water  checks, 
but  even  there  they  were  short  lived.  The  greenhouse  was  very  hot, 
and  all  cuttings  decayed  rapidly.  Only  the  Ca(N03)2  and  CaCl2 
solutions  suggested  any  trace  of  beneficial  effect  on  the  cuttings. 


16  TECHNICAL  BULLETIN    18  9,  U.  S.  DEPT.  OF  AGRICULTURE 


TIME  OF  PLANTING 

It  appears  to  be  a  definitely  established  fact,  as  far  as  sugar  beets 
are  concerned,  that  a  crop  planted  early,  between  December  1  and 
March  1,  under  California  conditions  except  in  the  fog  belt,  will 
not  suffer  from  curly  top  as  much  as  a  later-planted  crop  (^,  7,  29, 
32) .  The  main  point  emphasized  in  this  connection  is  that  the  beets 
should  attain  a  vigorous  growth  before  the  leaf  hoppers  move  into 
the  cultivated  areas.  Similar  but  less  definite  observations  have  been 
made  by  the  previous  workers  with  respect  to  the  time  of  trans- 
planting tomatoes.  The  growing  season  in  this  case,  of  course,  is 
different,  but  the  principle  involved  appears  to  be  the  same. 

As  in  the  case  of  sugar  beets,  it  is  essential,  from  the  viewpoint 
of  minimizing  the  yellows  infection,  not  to  have  young  plants 
exposed  to  the  leaf  hoppers  during  their  migration.  Yaw  (^-4) 
noted  that  when  new  plants  are  planted  in  June  in  place  of  those 
affected  with  yellows  they  almost  never  show  the  disease.  In  this 
case  the  transplanting  is  done  after  the  main  flight  of  the  hoppers. 
In  the  writers'  own  w^ork  at  Shafter  in  1927,  of  the  117  seedlings 
set  out  on  May  27  and  28,  26  or  22.2  per  cent  developed  into  plants 
having  yellows,  while  of  the  267  transplanted  on  June  13  only 
19  or  7.1  per  cent  were  affected.  As  explained  by  Severin  {31,  f. 
267) ,  "  After  a  large  flight  occurs  the  adults  are  generally  distrib- 
uted on  all  green  vegetation,"  and  "the  insects  are  often  found  on 
unsuitable  food  plants,"  such  as  tomatoes,  but  later  on  *'  the  hoppers 
congregate  on  their  most  favorable  food  and  breeding  plants." 
Only  the  late-shipping  crop  of  tomatoes  can  be  planted  in  J'une  and 
July.  The  canning  crop  and  especially  the  early  shipping  crop 
require  a  much  earlier  planting.  However,  there  are  but  few  local- 
ities in  the  west  (the  Coachella  and  the  Imperial  Valleys)  where 
tomato  plants  are  set  out  early  enough  to  develop  into  large  and 
vigorous  plants  before  the  onslaught  of  the  insects  and  thus  be  less 
susceptible  to  the  disease. 

Ball  {2)  and  Carsner  and  Stahl  (7)  found  that  beets  become  less 
easily  infected  as  they  grow  older.  The  writers'  inoculation  experi- 
ments show  that  the  same  is  true  also  in  regard  to  tomatoes.  Plants 
of  different  ages  were  inoculated  in  different  years  and  in  different 
localities,  and  in  each  case  younger  plants  appeared  to  be  more 
susceptible  and  developed  symptoms  in  a  shorter  time  than  did 
older  plants,  as  may  be  seen  from  Table  10.  In  these  experiments 
seeds  were  sown  directly  in  the  field,  and  later  the  seedlings  were 
thinned  out  to  one  or  two  plants  in  the  hill.  Only  one  plant  in  each 
hill  was  inoculated.  When  more  than  one  series  of  inoculations  was 
made  during  the  season  each  time  an  equal  number  of  plants  in 
each  age  group  w^as  used- 

Table  10. — Relation  of  dffe  of  tomato  plants  to  susceptibility  to  yellows 


Location 

Time  of  seed- 
ing 

Number 
of  inocu- 
lated 
plants 

Number 
of  plants 
infected 

Percent- 
age of 
plants 

infected 

Riverside,  Calif                 .- 

Mar.  15,1927 
Apr.    16,1927 
Mar.    2,1928 
May  lo,  1928 

54 
54 
36 
36 
24 
23 

36 
52 
10 

15 

66.7 

Do 

96.3 

Do                                                                  

27.7 

Do                 

72.2 

El  Centro,  Calif.. 

Do 

Jan.    11,1928 
Feb.  14,1928 

37.5 
65.2 

EXPEEIMENTS   ON   THE   CONTROL  OF   TOMATO   YELLOWS 


17 


Another  test  was  made  in  regard  to  the  relation  between  different 
limes  of  transplanting  and  natural  infection  in  a  year  when  yellows 
was  very  serious.  The  results  are  in  line  with  those  obtained  with 
artificial  inoculations,  as  reported  in  Table  10.  Five  transplantings 
were  made  showing  that  plantings  before  and  after  the  month  of 
May  were  less  affected  than  plantings  made  about  the  time  of  the 
flight  of  the  leaf  hoppers.  (Table  11.)  This  trial  was  conducted 
at  Riverside,  Calif. 

Table  11. — Relation  of  time  of  trwnsplanting  tomato  plants  to  susceptiMUti;  to 
yellows  at  Riverside,  Calif.,  in  1925 


Date  of  transplanting 

Totfll 
number 
of  plants 

Number 
of  plants 
infected 

Percent- 
age of 
planes 

infected 

Apr.  27. ^ 

108 
125 
89 

82 

74 

33 
54 
20 
26 
3 

30.6 

May  20  

43.2 

June  15 - — 

22.5 

Julys 

31.7 

Aug.  6—  ...                              

4.0 

From  this  data  it  appears  possible  to  avoid  some  of  the  losses 
from  tomato  yellows  by  manipulating  the  time  of  planting  whenever 
practicable.  Late-shipping  crops  in  California  as  a  rule  are  only  very 
slightly  affected  by  this  disease.  They  are  not  planted  much  before 
July  1.  It  is  the  early  crop  that  needs  special  attention.  By  plant- 
ing it  as  early  as  the  frost  permits,  under  certain  conditions  some 
of  the  infection  may  be  avoided.  The  best  results  are  obtained, 
however,  when  the  crop  is  planted  early  and  some  form  of  shading 
provided,  as  is  shown  by  the  results  obtained  at  Shafter  and  dis- 
cussed in  connection  with  shading. 

Since  the  relative  prevalence  of  beet  leaf  hoppers  in  an  area  in  a 
given  season  depends  on  the  number  of  insects  going  into  hiberna- 
tion, the  quantity  of  winter-food  plants,  and  the  climatic  condi- 
tions, the  study  of  these  factors  has  made  it  possible  to  predict  the 
severity  of  the  hopper  infestation  prior  to  planting  time.  When 
such  forecasts  are  available,  growers  may  be  able  to  avoid  planting 
susceptible  crops  in  years  expected  to  have  serious  outbreaks  of  the 
disease.  Forecasts  issued  by  Walter  Carter,  of  the  Bureau  of  Ento- 
mology, United  States  Department  of  Agriculture,  during  the  last 
few  years  for  an  area  in  southern  Idaho  were  used  extensively  in 
connection  with  beet  plantings.  No  application  of  such  data  has  yet 
been  made  for  the  purpose  of  avoiding  tomato  yellows. 

Although  certain  natural  enemies  of  Eutettix  tenellus  are  known 
to  exist,  the  beet  leaf  hoppers  do  not  appear  to  be  seriously  affected 
by  their  presence.  Therefore  forecasts  are  not  likely  to  be  sub- 
stantially offset  by  this  factor.  Also,  as  yet,  there  is  no  strong  evi- 
dence that  a  biological  method  of  control  of  this  insect  is  practicable. 

METHODS  OF  HANDLING  SEEDLINGS 

Before  the  discovery  of  the  true  nature  of  yellows  many  scientific 
workers  as  well  as  practical  men  were  strongly  of  the  opinion  that 
the  extent  and  the  severity  of  the  disease  depended  to  a  large  degree 


18  TECHNICAL  BULLETIN   18  9,  U.  S.  DEPT.  OF  AGRICULTURE 

on  root  injuries.  Such  injuries  as  those  resulting  from  unfavorable 
physical  soil  conditions,  the  use  of  implements,  or  carelessness  in 
transplanting  were  held  to  be  accountable.  Often  infected  plants 
were  removed  with  their  roots  from  a  shallow  soil  with  underlying 
hardpan  or  "  plowsole,"  and  the  twisted  and  deformed  roots  were 
shown  as  an  indisputable  proof  of  the  cause  of  the  diseased  condi- 
tions. Never  were  sufficient  numbers  of  healthy  plants  in  the  same 
field  examined  to  show  whether  these  had  normal  roots  or  not.  The 
injury  inflicted  in  transplanting  was  considered  to  be  especially 
serious.  It  was  thought  in  this  connection  that  plants  grown  from 
seeds  directly  in  the  field  would  not  suffer  as  much  from  yellows  as 
the  transplanted  ones.  Henderson  {12^  13)  conducted  tests  in  Idaho 
(near  Lewiston)  in  1905  and  1906  to  prove  this.  In  1905  only  6  per 
cent  of  his  seedlings  (planted  May  12  and  later)  were  affected, 
while  60  per  cent  of  the  transplanted  plants  (set  June  9  to  11)  were 
diseased.  In  1906  the  respective  percentages  were  25  and  over  80. 
This  time  the  seedlings  were  planted  about  May  7  and  the  trans- 
plants set  out  May  20  and  21.  Henderson  also  found  that  repotting 
and  careful  transplanting  with  little  damage  to  the  roots  was  with- 
out effect.  It  is  quite  possible  that  the  type  of  roots  formed  was 
of  much  greater  importance  than  the  presence  or  absence  of  injuries. 
Untransplanted  tomatoes,  as  a  rule,  "  develop  a  deep  tap  root,  which 
gives  them  an  advantage  under  dry-farming  conditions  "  {26^  p,  16) . 
At  Riverside,  in  1925,  transplants  remained  for  several  weeks  dis- 
tinctly behind  the  corresponding  untransplanted  seedlings  in  vigor 
and  amount  of  growth  (PI.  4,  B),  but  this  difference  became  grad- 
ually obliterated  toward  the  end  of  the  season.  Indications  are  that 
the  benefit  from  seeding  directly  in  the  field  mav  depend  somewhat 
upon  the  time  of  seeding  and  transplanting.  An  experiment  con- 
ducted by  the  writers  suggests  this  possibility.  This  experiment 
comprised  a  total  of  520  untransplanted  seedlings  and  478  trans- 
plants. The  untransplanted  February  and  April  seedlings  showed 
slightly  more  yellows  than  did  transplants  from  the  same  lots,  while 
the  untransplanted  March  seedlings  showed  less  than  half  the  disease 
found  in  the  corresponding  transplants,  but  May  and  June  seedlings 
had  again  more  yellows  than  the  transplants  made  from  them. 
(Table  12.) 


Table  12 

— Comparative  effect  of  direct  seeding  and  transplanting  on  amount  of 
yellows  in  tomatoes  at  Riverside,  Calif.,  1925 

Date  of  seeding 

Percentage 

of  seedlings 

having 

yellows 

Date  of  transplanting 

Percentage 

of  trans- 
plants hav- 
ing yellows 

Feb.  5 

31.9 
20.0 
24.2 
36.3 
7.8 

Apr.  27 

30.6 

Mar.  2 

Mav  20                                    

43.2 

Apr.  3 

June  15                      -  

22.5 

May  1 

July  3                 

31.7 

Junes 

Aug.  6        --- — 

4.0 

Unless  tomato  plants  are  raised  in  individual  pots  there  is  bound 
to  be  some  root  injury  in  transplanting.  Differences  in  the  degree 
of  these  injuries  can  hardly  be  a  factor  determining  the  percentage 
of  yellows.     Henderson's  tests  in  1905  seem  to  support  this.     The 


experime:n^ts  on  the  conteol  of  tomato  yellows 


19 


tomato  plant  forms  adventitious  roots  very  readily  and  immediately 
after  setting,  even  when  practically  no  original  roots  are  left.  On 
May  20,  1925,  the  writers  planted  72  plants  at  Riverside  with  roots 
entirely  trimmed  off,  and  these  developed  into  fine  and  vigorous 
plants  with  25  per  cent  having  yellows,  whereas  125  plants  set  out  in 
the  usual  way  with  roots  attached  had  43.2  per  cent  of  the  plants 
which  showed  the  disease.  It  is  not  to  be  thought  necessarily  that 
this  difference  was  due  to  the  trimming  of  roots,  as  there  may  have 
been  other  factors  at  work ;  but  the  results  of  the  experiment  at  least 
fail  to  support  the  idea  that  plants  deprived  of  roots  are  more 
subject  to  yellows. 

It  had  often  been  stated  that  deep  planting  can  avert  a  great  deal 
of  loss  from  yellows,  but  there  have  been  no  clear-cut  experimental 
data  proving  this  contention.  The  writers  tried  both  deep  and  shal- 
low planting  at  Riverside  in  1924  and  1925,  with  no  significant 
benefit  from  deep  planting.  Large  plants  were  used  in  these  experi- 
ments, and  those  intended  to  be  set  deep  were  planted  in  holes  12 
inches  deep,  while  in  shallow  planting  they  were  set  only  slightly 
deeper  than  they  stood  in  the  seed  bed.  There  was  also  an  inter- 
mediate planting  in  1924  about  6  inches  in  depth.  The  results  are 
given  in  Table  13. 

Table  13. — Effect  of  depth  of  plantinff  on  susceptibility  of  tomatoes  to  yelloios 

at  Riverside,  CaUf. 


Plants  in  shallow  planting 

Plants  in  medium-deep 
planting 

Plants  in  deep  planting 

Year 

Total 
number 

Number 
infected 

Percent- 
age in- 
fected 

Total 
number 

Number 
infected 

Percent- 
age in- 
fected 

Total 
number 

Number 
infected 

Percent- 
age in- 
fected 

1924 

62 
66 

8 
17 

12.9 
25.8 

62 

12 

19.4 

48 
64 

6 
20 

12.5 

1925 

31  2 

DEVELOPMENT  OF  RESISTANT  VARIETIES 

Vavilov  {4S)  pointed  out  that  the  chance  of  finding  resistant 
varieties  is  smaller  when  the  specialization  of  a  parasite  on  genera 
and  species  of  hosts  is  feeble.  This  might  discourage  the  efforts  to 
seek  resistance  to  the  curly-top  virus,  which  has  so  many  hosts,  both 
wild  and  cultivated,  belonging  to  different  genera  and  families. 
Nevertheless,  a  very  definite  and  marked  resistance  has  been  found 
in  beans  (6,  32)  and  sugar  beets  (7),  particularly  in  the  latter,  as 
demonstrated  by  the  recent  work  of  Carsner  {5).  The  work  with 
tomatoes  has  so  far  been  less  successful,  though  it  is  clearly  estab- 
lished that  certain  varieties  are  far  less  susceptible  than  others.  The 
results  of  earlier  trials  were  either  negative  or  indefinite  (ii,  i^,  17^ 


The  Idaho  Agricultural  Experiment  Station  was  the  first  to  give 
an  encouraging  report  along  this  line  of  work  up  to  1924  {18).  In 
all,  73  varieties  and  selections  were  tried.  It  was  found  that  Dwarf 
Champion  and  some  selections  from  the  John  Baer  tomato  possess 
a  definite  resistance.  Only  one  strain  of  Dwarf  Champion  showed 
74  per  cent  of  yellows,  the  remainder  being  affected  within  the  limits 


20  TECHNICAL  BULLETIN   18  9,  U.  S.  DEPT.  OF  AGRICULTURE 

of  38  to  58  pel"  cent,  while  in  commercial  strains  the  disease  ranged 
between  58  and  100  per  cent. 

A  painstaking  and  elaborate  study  of  resistance  to  yellows  in 
various  tomato  varieties  was  made  by  Lesley  (21)  and  is  being 
continued.  He  has  made  a  great  number  of  selections  from,  and 
crosses  of,  the  most  promising  varieties.  He  finds  that  not  only 
Dwarf  Champion  but  other  dwarf -type  varieties  show  a  certain 
degree  of  resistance  to  yellows.  It  is  pointed  out  in  this  connection 
that — 

the  resistant  character  of  the  dwarfs  behaves  as  a  recessive  and  appears  to 
depend  upon  the  gene  for  dwarf  or  possibly  on  a  gene  or  genes  more  or  less 
closely  linked  with  it  (21). 

However,  Bed  Pear,  which  is  not  a  dwarf  variety,  is  likewise  resist- 
ant in  about  the  same  degree.  This  may  indicate  that  the  resistance 
is  genetically  of  more  than  one  kind  and  that  it  is  possible  by 
crossing  to  breed  a  variety  with  increased  resistance  to  the  disease. 
The  results  of  Lesley's  more  recent  (unpublished)  studies  seem  to 
justify  this  expectation.  So  far,  however,  it  has  been  possible  to 
notice  the  difference  in  the  resistance  only  under  the  conditions  of 
a  moderate  attack  of  yellows  when  checks  showed  not  over  50  or 
60  per  cent  of  the  disease.  Under  much  more  severe  conditions, 
when  90  to  100  per  cent  of  check  plants  are  infected,  this  difference 
is  practically  obliterated.  As  shown  by  the  tests  under  a  moderate 
attack  in  the  field,  the  resistant  strains  and  varieties  were  at  least 
25  per  cent  less  susceptible  to  yellows.  Later  on,  artificial  inocula- 
tions were  made  by  means  of  viruliferous  Eutettix  tenellus^  and 
similar  results  were  obtained. 

SUMMARY  AND  CONCLUSIONS 

Tomato  yellows  is  a  virus  disease,  is  not  seed  borne,  and  its  spread 
in  the  field  is  due  exclusively  to  an  insect  carrier,  the  beet  leaf 
hopper,  Eutettix  tenellus  Baker. 

Highly  effective  and  economical  control  measures  for  the  disease 
have  not  yet  been  found. 

No  sprays  or  dusts  that  were  tried  with  the  object  of  destroying  or 
repelling  the  insect  proved  to  be  of  sufficient  value  to  deserve  recom- 
mendation. 

Measures  intended  to  increase  the  vigor  of  the  plant  are  of  but 
slight  benefit.  However,  in  localities  where  the  menace  of  the 
epidemic  is  great,  these  measures  should  not  be  neglected.  Deep 
root  formation  should  be  encouraged ;  planting  seeds  directly  in  the 
field  may  be  found  preferable  in  some  sections.  The  plants  should 
not  be  overwatered  during  the  vegetative  growth.  The  soil  should 
contain  considerable  quantities  of  organic  matter  derived  either 
from  cover  cropping  or  from  stable  manure. 

The  time  of  planting  may  be  varied  in  certain  localities  to  ad- 
vantage, and  the  occurrence  of  yellows  may  be  slightly  decreased 
if  planting  is  done  earlier  or  later.  The  purpose  of  the  variation  of 
planting  time  may  be  either  to  have  plants  as  large  as  possible  before 
the  flight  of  the  beet  leaf  hoppers  begins  or  to  dodge  this  flight. 

The  greatest  benefit  so  far  has  been  obtained  with  temporary 
muslin  tents  which  protect  the  plants  from  the  insect  invasion  and 
create  conditions  less  favorable  for  the  development  of  the  disease. 


EXPERIMENTS   ON   THE   CONTROL   OF   TOMATO   YELLOWS  21 

With  the  summer  crop  this  protection  is  of  primary  value  during 
the  first  period  of  growth,  or  until  about  the  end  of  June.  This 
measure  can  not  be  generally  recommended  because  of  its  relatively 
high  cost.  It  may  be  resorted  to  where  outbreaks  of  yellows  as  a 
rule  are  severe  and  the  prices  of  tomatoes  are  high. 

The  use  of  a  tall-growing  plant  for  shading  in  place  of  the  muslin 
tents  also  is  of  considerable  benefit,  though  not  as  great  as  that  of  the 
tents.  It  may  be  adopted  in  those  sections  where  conditions  do  not 
warrant  quite  as  high  an  expenditure  as  the  erection  of  tents  entails. 

The  development  of  highly  resistant  varieties  may  be  the  ultimate 
solution  of  the  problem.  There  appears  to  be  a  definite  though  not 
very  strong  resistance  in  certain  varieties.  This  resistance  seems 
to  be  insufficient  to  enable  the  plants  to  survive  under  the  conditions 
most  favorable  to  yellows. 

While  the  work  of  breeding  new  varieties  is  being  continued,  the 
growing  of  now-available  moderately  resistant  varieties  with  the 
aid  of  tents  or  shade  crops  suggests  itself  as  the  best  temporary  safe- 
guard for  the  sections  subject  to  regular  severe  outbreaks  of  yellows. 

LITERATURE  CITED 

(1)  Ball,  E.  D. 

1909.  the  leafhoppers  of  the  sugar  beet  and  their  relation  to  the 
"  CURLY-LEAF "  CONDITION.  U.  S.  Dept.  Agr.,  Bur.  Ent.  Bui.  66 : 
33-52,  illus. 

(2)  

1917.    THE   BEET  LEAFHOPPER    AND   THE    CURLY-LEAF   DISEASE    THAT   IT    TRANS- 
MITS.    Utah  Agr.  Expt.  Sta.  BuL  155,  56  p.,  illus. 

(3)  Beecher,  F.  S.  , 

1928.  measurements  of  total  daily  sunlight  intensity  with  reference 

TO  THE  ECOLOGY  OF  PLANT  DISEASES.     (Abstract)  Phytopathology 
18 :  951. 

(4)  Carsner,  E. 

1919.  susceptibility  of  various  plants  to  curly-top  op  sugar  beets. 
Phytopathology  9:  [413]-421,  illus. 

(5)  

1926.  RESISTANCE  IN  SUGAR  BEETS  TO  CURLY-TOP.  U.  S.  Dept.  Agr.  Circ. 
388,  8  p.,  illus. 

(6)  

1926.    SUSCEPTIBILITY    OF    THE    BEAN    TO    THE    VIRUS    OF    SUGAR-BEET    CURLY 

TOP.     Jour.  Agr.  Research  33 :  345-348,  illus. 

(7)  and  Stahl,  C.  F. 

1924.    STUDIES     ON     CURLY-TOP    DISEASE    OF    THE    SUGAR    BEET.      JOUT.     Agr. 

Research  28 :  297-320,  illus. 

(8)  Carter,  W. 

1929.  ECOLOGICAL  STUDIES  OF  CURLY-TOP   OP  SUGAR  BEETS.      PhytopatholOgy 

19 :  467-477,  illus. 

(9)  CoBLENTz,  W.  W.,  and  Hughes,  C.  W. 

1924.   REFLECTING    POWER    OF    SOME    METALS    AND    SULPHIDES.      U.    S.    Dept. 

Com.,  Bur.  Standards  Sci.  Paper  19:  [576]-585,  illus.  (Sci.  Paper 
493). 

(10)  Habing,  C.  M. 

1922.   THE  BEET  LEAFHOPPER,   EUTETTIX  TENELLA  BAKER.      Calif.   Agr.   Expt. 

Sta.  Ann.  Rpt.  1920-21:  41-42. 

(11)  Henderson,  L.  F. 

1905.  DEPARTMENT   OF   BOTANY.      TOMATO   BLIGHT.      IdahO    Agr.    Expt.    Sta. 

Rpt.  1904:  [271-32. 

(12)  

1906.  INCOMPLETE    EXPERIMENTS    FOR    1005.      TOMATO   BLIGHT.      Idaho    Agr. 

Expt.  Sta.  Ann.  Rpt.  1905:  [141-22. 

(13)  

1907.  EXPERIMENTS    FOR    WESTERN    BLIGHT    CONTINUED.      IdahO    Agr.    Bxpt. 

Sta.  Ann.  Rpt.  1906 :  25-28. 


22  TECHNICAL  BULLETIN   189,  U.  S.  DEPT.  OF  AGRICULTUBE 

(14)  Hepler,  J.  R.,  and  Keaybill,  H.  R. 

1925.   EFFECT  OF  PHOSPHORUS   UPON   THE  YIELD   AND   TIME  OF   MATURITY   OP 

THE  TOMATO.     N.  H.  Agr.  Expt.  Sta.  Tech.  Bui.  28,  43  p.,  illus. 

(15)  Humphrey,  H.  B. 

1914.  studies  on  the  res^ation  of  certain  species  of  fusarium  to  the 

TOMATO    BLIGHT   OF    THE   PACIFIC    NORTHWEST.      Wash.    Agr.    Expt 

Sta.  Bui.  115,  22  p.,  illus. 

(16)  Huntley,  F.  A. 

1902.  TOMATO  CULTURE.     Idaho  Agr.  Expt.   Sta.   Bui.  34,   p.    [1081-117, 
illus. 

(17)  Iddings,  E.  J. 

1921.    WORK  AND  PROGRESS  OF  THE  AGRICULTU'RAL  EXPERIMENT  STATION   FOR 
THE  YEAR  ENDED  DECEMBER   31,    1920.       IdahO  Agr.    Expt.    Sta.   Bul. 

122,  64  p.,  illus. 

(18)  

1925.  WORK  AND  PROGRESS  OF  THE  AGRICULTURAL  EXPERIMENT  STATION  FOR 

THE  YEAR  ENDED  DECEMBER   31,    1924.      IdahO  Agr.  Expt.   Sta.   Bul. 

135,  53  p. 

(19)  Jones,  L.  R.,  and  Riker,  R.  S. 

1929.   PROGRESS    WITH    THE    CONTROL   OF    ASTER    WILT   AND    YELLOWS.       (Ab- 
stract)   Phytopathology  19:   101. 

(20)  KUNKEL,   L.   O. 

1929.    WIRE-SCREEN   FENCES   FOR   THE   CONTROL  OF   ASTER  YELLOWS.       (Ab- 
stract)  Phytopathology  19:  100. 

(21)  Lesley,  J.  W. 

1926.  A   STUDY  OF  RESISTANCE  TO  WESTERN  YELLOW  BLIGHT  OF  TOMATO  VA- 

RIETIES.    Hilgardia  2 :  [47]-66,  illus. 

(22)  McKay,  M.  B. 

1921.  WESTERN  YELLOW  TOMATO  BLIGHT.     Oreg.  AgT.  Expt.  Sta.  Crop 
Pest  and  Hort.  Rpt.  (1915-20)3:  [174]-178,  illus. 

(23)  and  Dykstra,  T.  P. 

1927.  sugar   BEET    CURLY-TOP   VIRUS,    THE    CAUSE    OF    WESTERN    YELLOW    TO- 

MATO BLIGHT.     (Abstract)  Phytopathology  17:  39. 

(24)  Rosa,  J.  T.,  jr. 

1920.  PROFITABLE  TOMATO  FERTILIZERS.     Missouri  Agr.  Bxpt.  Sta.  Bul.  169, 
12  p.,  illus. 

(25)  

1927.  CHEMICAL    CHANGES    ACCOMPANYING    THE    WESTERN    YELLOW    BLIGHT 

OF  TOMATO.     Plant  Physiol.  2 :  163-169. 

(26)  

1928.  TOMATO  PRODUCTION  IN  CALIFORNIA.     Calif.  Agr.  Expt.   sta.  Circ. 

263,  40  p.,  illus. 

(27)  Severin,  H.  H.  p. 

1919.    THE   BEET    LEAFHOPPER.       A   REPORT    ON    INVESTIGATIONS    INTO    ITS    OC- 
CURRENCE IN  CALIFORNIA.     Facts  About  Sugar  8:  130-131,  150- 
151,  170-171,  190-191,  210-211,  230-231,  iUus. 
(28) 


(29) 
(30) 
(31) 


1922.    CONTROL    OF    THE     LEAFHOPPER.      IS     IT     ECONOMICALLY     A     HOPELESS 

PROBLEM  IN  CALIFORNIA?    Facts  About  Sugar  14:  312-313,  332- 
333. 


1923.   INVESTIGATIONS  OF  BEET  LEAFHOPPER    (EUTETTIX  TENELLA  BAKER)    IN 

SAUNAS  VALLEY  OF  CALIFORNIA.     Jour.  EcoD.  Ent.  16:  479-485. 


1927.    CROPS    NATURALLY   INFECTED    WITH    SUGAR   BEET    CURLY-TOP.      ScieUCe 

(n.  s.)  66:  137-138. 


1928.   TRANSMISSION    OF    TOMATO    YELLOWS,    OR    CURLY-TOP    OF    THE    SUGAR 

BEET,  BY  EUTETTIX  TENELLUS    (BAKER).     Hilgardia  3:    [251]-274, 
illus. 

(32)  and  Henderson,  C.  F. 

1928.  some  HOST  PLANTS  OF  CURLY-TOP.     Hilgardia  3 :  [339]-392,  illus. 

(33)  Hartung,  W.  J.,  ScHwiNG,  E.  A.,  and  Thomas,  W.  W. 

1921.    experiments   with  a  dusting   machine  to  control  the  beet  LEAF- 
HOPPER    (EUTETTIX    TENELLA    BAKER)     WITH    NICOTINE   DUST.      JOUT. 

Econ.  Ent.  14:  405-410,  illus. 


EXPERIMENTS   ON   THE   CONTROL   OF   TOMATO   YELLOWS  23 

(34)    Shapovalov,  M. 

1925.  ecological  aspects  of  a  pathological  problem   (western  yel- 
LOW BLIGHT  OF  TOMATOES).     Ecology  6:  241-259,  illus. 
(35) 

<36) 


1925.    HIGH    EVAPORATION  :    A   PRECURSOR   AND   A   CONCOMITANT   OF   WESTERN 

YELLOW  TOMATO  BLIGHT.     Phytopathology  15 1   [470]-478,  illus. 


1927.  INOCUI.ATION    EXPERIMENTS    WITH    WESTERN    YEU^LOW    TOMATO    BLIGHT 

IN  RELATION  TO  ENVIRONMENTAL  CONDITIONS.      (Abstract)    Phy- 
topathology 17:  746. 
(37)  

1928.  YELLOWS,   A   SERIOUS   DISEASE  OF  TOMATOES.      U.    S.   Dept.   AgT.   MiSC. 

Pub.  13,  4  p. 

(38)' and  Beecher,  F.  S. 

1926.  MENACE  OF  WESTERN  YELLOW  TOMATO  BLIGHT.    Paciflc  Rural  Press 
111:  365,  371. 
<39)  and  Beecher,  F.  S. 

1928.    THE     DEVELOPMENT     OP    TOMATO    YBTXOWS     UNDER     DIFFERENT    LIGHT 

CONDITIONS.     (Abstract)  Phytopathology  18:  950. 
<40)   Smith,  R.  E. 

1906.  TOMATO  DISEASES  IN  CALiFOBNiA.     Calif.  AgT.  Expt.  Stu.  Bul.  175, 
16   p.,   illus. 
<41)   Thornber,  W.  S. 

1912.  wESTEaiN  tomato  BLIGHT.     Better  Fruit  6  (11)  :  14. 
(42)   Townsend,  C.  O. 

1908.  curly-top,  a  disease  of  the  sugar  beet.     U.  S.  Dept.  Agr.,  Bur. 
Plant  Indus.  Bul.  122,  37  p.,  illus. 
<43)   Vavilov,  N. 

1919.    IMMUNITY     of     plants     TO     INFECTIOUS     DISEASES.      IzV.      PetrOVSk. 

Selsk.  Khoz.  Akad.  (Ann.  Acad.  Agron.  Petrovsk.)  1918,  239  p., 
illus.  [In  Russian.     English  resum6  p.  [221]-239.] 
<44)  Yaw,  F.  L. 

1924.  report  on  survey  of  the  canning  tomato  industry  with  sug- 
GESTIONS FOR  IMPROVEMENT.  Calif.  Agr.  Expt.  Sta.  Circ.  280, 
30  p.,  illus. 


ORGANIZATION  OF  THE 
UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 

JUNE  24,  1930 


Secretary  of  Agriculture ; Arthur  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  CAMPBEax. 

Director  of  Extension  Work C.  W.  Waeburton. 

Director  of  Personnel  and  Business  Admin-    W.  W.  Stockberger. 
istration. 

Director  of  Information M.  S.  Eisenhower. 

Solicitor E.  L.  Marsh  at.t.. 

Weather  BureoAi Charles  F.  Marvin,  Chief. 

Bureau  of  Ani/mal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dairy  Industry O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  CJiemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  PuMvc  Roads Thomas  H.  MacDonald,  CMef. 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Hom/e  Economics Louise  Stanley,  Chief. 

Plant  Quarantine  und  Control  Administration ^  Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Food,  Drug,  and  Insecticide  Ad/nvinistration_^  Walter  G.  Campbell,  Director  of 

Regulatory  Work,  m  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribe2.  R.  Barnett,  Librarian. 


This  bulletin  is  a  contribution  from 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Office     of     Horticultural     Crops     and  E.  C.  Auchter,  Principal  Eor- 

Diseases.  ticulturist,  in  Charge. 
24 


U.  S.  GOVERNMENT  PRINTING  OFFICE:  1930 


For  sale  by  the  Superintendent  of  Documents,  "Washington,  D.  C. Price  10  cents 


Technical  Bulletin  No.  188 


September,  1930 


LIFE  HISTORY  AND  HABITS 
OF  THE  PLUM  CURCULIO  IN 
THE  GEORGIA  PEACH  BELT 

BY 
OLIVER  L  SNAPP 

Entomologist,  Division  of  Deciduous  Fruit  Insects 
Bureau  of  Entomology 


United  States  Department  of  Agriculture,  Washington,  D.  C. 


For  lale  by  the  Superintendent  of  Documents,  Washington,  D.  C. 


Price  25  centt 


Technical  Bulletin  No.  188 


September,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


LIFE  HISTORY  AND  HABITS  OF  THE 
PLUM  CURCULIO^  IN  THE  GEORGIA 
PEACH  BELT 

By  Oliver  I.  Snapp 
Entomologist,  Division  of  Deciduous  Fruit  Insects,  Bureau  of  Entomology 


CONTENTS 


Page 

Introduction 1 

The  Georgia  peach  belt  and  its  climate 2 

Methods  and  equipment 3 

Studies  of  oviposition 3 

Studies  of  incubation 3 

Studies  of  the  larval  period 3 

Larvae  from  peach  drops 3 

Studies  of  pupation 4 

Emergence  of  adults 4 

Studies  of  parasites 4 

Studies  of  hibernation 4 

Results  of  jarring 5 

Studies  of  longevity 5 

Feeding  tests 5 

The  insectary 6 

Weather  records 6 

Life  history  and  habits  of  the  plum  curculio,  as 

observed  from  1921  to  1924,  inclusive 6 


Life  history  and  habits  of  the  plum  curculio,  as 
observed  from  1921  to  1924,  inclusive— Con. 

The  egg 7 

The  larva 27 

The  larva,  pupa,  and  adult  in  the  soil 37 

The  adult 45 

Time  required  for  transformation  from  egg 

to  adult 58 

Occurrence  of  beetles  in  orchards  through- 
out the  seasons  of  1921  to  1924,  inclusive.-  60 
Relation  of  temperature  to  appearance  of 

plum  curculios  from  hibernation 70 

The  relation  of  moisture  and  temperature 

to  the  development  of  the  curculio 73 

Parasites  of  the  plum  curculio  in  Georgia 77 

Feeding  tests  with  lead  arsenate 80 

Conotrachelus  anaglypticus  as  a  peach  pest 88 

Summary 90 


INTRODUCTION 

The  plum  curculio,  Conotrachelus  nenuphar  Herbst,  is  the  most 
important  insect  pest  attacking  the  peach  fruit  in  Georgia  and  presents 
one  of  the  chief  problems  with  which  the  peach  growers  of  that  State 
have  to  contend.  Growers  experienced  an  outbreak  of  this  insect  in 
uncontrollable  numbers  during  the  season  of  1920,  when  it  took  a 
toll  to  the  value  of  several  million  dollars.  Only  a  small  proportion 
of  the  peaches  of  the  late  varieties,  which  make  up  more  than  one- 
half  of  the  acreage  of  peaches,  could  be  marketed  that  year,  the 
larvae  of  the  curculio  rendering  the  remainder  unmerchantable. 
Much  of  the  fruit  that  was  shipped  was  unsalable  w^hen  it  arrived  on 
the  markets,  because  tiny  larvae,  hatched  during  harvest  and  too 
small  to  be  detected  when  the  fruit  was  packed,  had  become  sizable 
in  transit.  This  outbreak,  unprecedented  in  the  history  of  the  insect, 
was  largely  due  to  carelessness  and  inadequate  attempts  at  control  in 
preceding  years.  The  progeny  of  a  number  of  ineffectively  controlled 
generations  of  the  curculio  had  been  multiplying  for  several  years,  the 
result  being  the  serious  outbreak  of  1920,  when  weather  and  other 
conditions  were  particularly  favorable  for  the  development  of  the 
insect.     The   seridusness   of   the  situation  led   the  Bureau   of  En- 


1  Conotrachelus  nenuphar  Herbst;  order  Coleoptera,  family  Curculionida^, 
110?96— 30 1 


TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 


tomology,  at  the  urgent  request  of  peach  growers  in  Georgia,  to 
undertake  a  thoroughgoing  study  of  the  life  history  of  the  plum  curculio 
in  the  Georgia  peach  belt.  These  studies  were  conducted  during  the 
years  1921-1924  at  Fort  Valley,  Ga.,  where  a  field  laboratory  had 
been  established.^ 

THE    GEORGIA    PEACH    BELT    AND   ITS    CLIMATE 

One  of  the  largest  peach-growing  districts  in  the  United  States  is  in 
central  Georgia.  This  district  surrounds  Fort  Valley,  where  the 
studies  reported  in  this  bulletin  were  conducted  Within  a  radius  of 
100  miles  of  this  town  there  are  between  10,000,000  and  12,000,000 
bearing  and  nonbearing  peach  trees  in  commercial  orchards.  The  relief 
of  the  district  varies  from  generally  level,  in  the  immediate  vicinity 
of  Fort  Valley  and  to  the  southward,  to  rolling  and  hilly  in  the  more 
northerly  portions.  The  elevation  ranges  from  230  to  975  feet  above 
sea  level.    The  elevation  where  these  studies  were  conducted  is  526  feet. 

The  climate  of  this  district  is  characterized  by  long,  hot  summers, 
during  which  the  changes  in  temperature  from  day  to  day  are  very 
small,  and  by  mild,  brief  winters.  The  normal  annual  mean  tempera- 
ture is  about  66°  F.  High  temperatures  continue  during  June,  July, 
and  August,  and  occasionally  September  is  the  hottest  month  of  the 
year.     The  average  annual  rainfall  in  the  district  is  48  inches.^ 

Climatic  conditions  greatly  influence  the  development  and  severity 
of  the  curculio  in  the  Southeast.  Table  1,  presenting  for  the  four  years 
of  the  study  the  mean  temperature  and  the  precipitation  at  Fort 
Valley  for  the  period  from  February  to  October,  inclusive,  the  season 
of  activity  of  the  curculio  in  Georgia,  is  therefore  included  to  show  a 
comparison  of  the  weather  conditions  that  prevailed  each  year,  and 
for  correlation  with  the  development  of  the  curculio.^ 

Table  1. — Mean  temperatures  and  precipitation,  Fort  Valley,  Ga.,  February  to 

October,  1921-19'24 


1921 

1922 

1923 

1924 

Month 

Mean 
tempera- 
ture 

Precipi- 
tation 

Mean 
tempera- 
ture 

Precipi- 
tation 

Mean 
tempera- 
ture 

Precipi- 
tation 

Mean 
tempera- 
ture 

Precipi- 
tation 

February 

51.4 
64.9 
64.4 
71.0 
81.2 
80.0 
79.8 
82.4 
64.8 

Inches 
2.77 
1.10 
3.10 
3.80 
2.91 

°F. 
56.9 
58.0 
68.0 
72.5 
sn  n 

Inches 
4.67 
9.73 
2.63 
5.90 
3.74 
5.95 
4.28 
2.63 
2.91 

°F. 
49.4 
57.8 
64.4 
69.5 
76.3 
79.7 
80.8 
77.0 
6.'>-3 

Inches 
3.87 
7.51 
3.27 
9.71 
5.99 
264 
5.00 
2.83 
.46 

°F. 
47.3 
52.6 
63.5 
69.8 
80.4 
80.0 
8Z6 
71.7 
63.4 

Inches 
5  15 

March 

3  37 

April 

4  79 

May  . 

3  94 

June. 

4  93 

July 

8.  24            sn  fi 

6  18 

August 

4.31 
1.80 
2.21 

7a  8 

77.2 
66.5 

1  39 

September 

11  25 

October  . 

.81 

Total  precipita- 
tion for  season. 

30.24 

42.44 

41.28 

41  81 

Mean  tempera- 
ture for  sea- 
son  

71.1 

70.9 

68.9 

67.9 

'  The  writer  has  been  in  charge  of  investigations  of  peach  insects  at  the  Fort  Valley  field  laboratory  since 
Its  establishment  in  November,  1920.  The  life-history  records  for  1921  were  taken  by  E.  R.  Selkregg,  as- 
sisted by  C.  H.  Brannon.  The  writer  was  assisted  in  taking  the  records  for  the  other  vears  by  H.  J.  Harris 
and  J.  A.  Dodd  in  1922,  by  H.  S.  Adair  in  1923,  and  by  B.  S.  Brown,  jr.,  in  1924.  In  addition,  the  writer  is 
greatly  indebted  to  A.  L.  Quaintance,  in  charge  of  deciduous-fruit  insect  investigations  of  the  Bureau  of 
Entomology,  for  valuable  suggestions  and  advice  given  throughout  the  investigations,  and  to  C.  H.  Alden, 
of  the  field  laboratory  at  Fort  Valley,  for  much  assistance. 

'  United  States  Department  of  Agriculture,  Weather  Bureau,    summary  of  the  cumatologi- 

CAL   DATA   FOR   THE   UNITED   STATES  BY  SECTIONS.      CENTRAL  AND   EASTERN   GEORGIA,      U.   S.   Dcpt.   AgT., 

Weather  Bur.  Bui.  W,  ed.  2,  v.  3,  illus.    (Reprint  Sec.  86.)    1926. 

*  United  States  Department  of  Agriculture,  Weather  Bureau,  climatological  data,  Georgia 
SECTION  .  .  .  February  to  October,  1921,  1922, 1923,  and  1924.     Atlanta,  Qa.    1921-24. 


PLUM  CtTRCtJLIO  IN  THE  GEORGIA  PEACH  BELT  6 

METHODS    AND    EQUIPMENT 

The  procedure  in  these  studies  of  the  plum  curculio  in  Georgia  was 
very  similar  to  that  followed  by  Quaintance  and  Jenne  ^  more  than  15 
years  ago  in  their  studies  of  this  insect  in  several  sections  of  the 
country.  Much  of  the  information  resulting  from  the  writer's  studies 
is  presented  herewith  in  tables  patterned  after  those  of  the  investi- 
gators named. 

STUDIES  OF  OVIPOSITION 

Upon  copulation,  individual  pairs  of  the  insect  were  isolated  and 
confined  in  separate  jelly  jars.  These  jars  were  supplied  with  egg- 
free  peaches,  which  were  renewed  each  day,  the  peaches  removed 
being  examined  (pi.  1,  A)  with  a  binocular  microscope  to  determine 
the  number  of  eggs  deposited  by  each  female  during  the  previous 
24-hour  period.  The  eggs  can  be  located  readily  w4th  the  aid  of  a 
dissecting  needle,  used  to  throw  up  the  excavation  made  in  the  peach 
by  the  female  when  the  egg  is  deposited.  Several  inches  of  sand,  which 
was  kept  damp,  were  placed  in  the  bottom  of  each  jar,  and  the  jars 
were  supplied  daily  with  fresh  peach-tree  foliage  for  food  and  pro- 
tection. 

STUDIES  OF  INCUBATION 

All  of  the  peaches  containing  eggs  deposited  by  a  paired  female 
during  each  24-hour  period  were  placed  together  in  incubation  jars. 
These  peaches  were  then  examined  under  the  binocular  each  day  or 
twice  a  day  to  determine  the  incubation  period  of  each  egg. 

STUDIES   OF    THE  LARVAL   PERIOD 

The  peaches  containing  eggs,  for  which  incubation  records  had  been 
taken,  w^ere  placed  in  wire  trays,  fitted  within  glass  battery  jars  6  by  8 
inches  in  size  for  observation  on  the  larval  feeding  period.  As  the 
larvae  became  full-grown  and  left  the  fruit,  the}^  fell  through  the  wire 
tray  to  the  bbttom  of  the  battery  jar  where  they  were  collected  daily, 
and  records  were  made  on  the  length  of  time  spent  in  the  larval  stage. 

LARVAE  FROM   PEACH  DROPS 

In  order  to  obtain  additional  material  for  the  life-history  studies, 
peach  ''drops"  were  collected  each  year  from  under  trees  in  the  com- 
mercial orchards,  for  curculio  larvae.  These  drops  were  placed  in 
frames  with  wire  bottoms,  under  which  were  slides  consisting  of  cloth 
fastened  to  wooden  frames.  As  the  larvae  reached  maturity  and  left 
the  fruit  they  fell  through  the  wire  bottom  to  the  cloth  slide  below. 
The  slides  were  pulled  out  each  morning  and  the  larvae  counted  and 
removed.  These  frames  were  also  used  in  studies  to  determine  the 
curculio  infectation  of  peach  drops  from  various  orchards,  and  from 
the  same  orchard,  from  year  to  year,  for  purposes  of  comparison. 
Plate  1,  B,  shows  one  of  the  stands  of  frames  used  in  the  work  de- 
described.  This  stand  has  four  trays  with  wire  bottoms.  Under 
each  tray  is  the  shallow  cloth  slide  from  which  the  larvae  are  collected. 
The  slides  are  34  by  36  inches  in  size,  and  each  section  is  15)2  inches 
high. 

»  Quaintance,  A.  L.,  and  Jenne,  E.  L.    the  plum  curcuuo.    U.  S.  Dept.  Agr.,  Bur.  Ent,  Bui.  103, 
250  p.,  illus.    1912. 


4  TECHNICAL  BULIJETIN  188,  V.  S.  DEFf.  OF  AGRICULTURE 

STUDIES   OF  PUPATION 

As  an  aid  in  studies  of  pupation  special  boxes  were  made  (pi.  2,  A), 
8  by  10  inches  in  size  and  3  inches  deep,  with  wooden  sides,  removable 
glass  bottoms  sliding  in  grooves,  and  a  hinged  top  of  wire  screen 
fastened  by  a  hook.  An  inch  or  two  of  soil,  placed  in  each  box  before 
the  larvae  were  confined,  was  moistened  each  day.  After  the  larvae 
were  placed  on  top  of  the  soil  they  would  work  their  way  down  until 
the  glass  bottom  was  reached,  and  there  make  pupation  cells.  The 
boxes  were  lifted  up  and  examined  each  day,  the  glass  bottoms  per- 
mitting observations  on  the  development  of  the  insect  in  the  soil,  and 
records  were  made  of  the  time  spent  in  the  soil  as  larva,  pupa,  and 
adult.  Marks  were  made  on  the  glass  for  each  larva  under  observa- 
tion, so  that  individual  records  could  be  obtained.  The  adults  would 
work  their  way  up  through  the  soil,  but  because  of  the  w^ire  screen 
they  could  not  escape  from  the  box.  As  the  adults  appeared  above 
the  soil  in  the  boxes  they  were  removed  and  recorded.  Cloth  pads 
were  placed  between  the  sides  and  the  tops  of  the  boxes  to  make  the 
escape  of  adults  impossible.  Cotton  was  stuffed  in  the  grooves  which 
held  the  glass  bottoms  to  prevent  the  escape  of  curculio  larvae,  and 
also  to  prevent  the  entrance  of  ants,  which  greatly  interfere  with 
studies  of  larval  development  and  pupation  in  the  soil  by  killing  the 
larvae  and  pupae  if  they  can  get  to  them.  Mice  also  will  interfere 
with  such  studies  if  they  can  get  to  the  trays  into  which  larvae  fall 
from  the  peach  drops.  The  larvae  will  not  go  to  the  glass  bottoms 
for  pupation  unless  light  is  absolutely  shut  out  by  soil  piled  around 
the  sides. 

Studies  were  also  made  of  the  pupation  of  individual  specimens 
kept  in  separate  glass  vials. 

EMERGENCE  OF  ADULTS 

The  boxes  that  were  used  in  studying  emergence  of  adults  are  shown 
in  Plate  2,  B.  Each  box  was  12  by  15  inches  in  size  and  9K  inches 
high  and  was  nearl}^  filled  with  soil,  which  was  moistened  from  time 
to  time.  The  tops  of  the  boxes  were  of  wire  screen,  and  padding  was 
used  to  make  escape  of  adults  impossible.  Each  box  was  of  sufficient 
size  for  recording  the  emergence  of  adults  from  1,000  larvae. 

STUDIES   OF   PARASITES 

Studies  of  parasites  were  conducted  each  year  in  which  these  life- 
history  studies  were  under  way.  Plate  3,  A,  shows  a  number  of  boxes 
that  were  found  very  satisfactory  for  this  work,  and  Plate  3,  B, 
shows  one  of  the  boxes  in  more  detail.  Records  of  parasites  emerging 
from  1,000  curculio  larvae  could  be  taken  from  each  box.  The  boxes 
were  12  by  15  inches  in  size  and  9)2  inches  deep;  their  tops  were  cov- 
ered with  both  wire  screen  and  black  cloth,  and  were  padded  so  that 
curculio  emergence  records  could  be  obtained  as  well  as  the  data  on 
parasites.  A  satisfactory  shelter  for  the  work  of  rearing  parasites 
is  also  shown  in  Plate  3,'  A.  The  roof  is  canvas  sheeting  and  can  be 
rolled  up  from  either  side,  as  may  be  desired,  to  provide  approxi- 
mately natural  weather  conditions. 

STUDIES   OF  HIBERNATION 

For  the  four  years  records  were  taken  on  the  mortality  of  adult 
curculios  during  the  winter,  when  supplied  with  different  kinds  of 


Tech.  Bui.  188.  U  S.  Dept.  of  Agriculture 


PLATE   1 


A,  Equipment  used  for  making  oviposition  records  of  individual  pairs  of  the  plum  curculio,  Fort 
Valley,  Qa.;  B,  stand  of  four  trays  with  bottoms  of  wire  mesh,  and  the  cloth  slides  used  with 
them,  for  determining  the  infestation  of  peach  drops 


Tech.  Bui.  188,  U.  S.  Dept.  of  Agriculture 


Plate  2 


A^^  Box  with  glass  bottom  and  wire-screen  cover,  used  in  studies  of  pupation  of  the  plum 
curculio;  B,  boxes  used  m  studies  of  emergence  of  adults  of  the  plum  curculio,  Fort  Valley,  Ga. 


Tech.  Bui.  188.  U.  S.  Dept.  of  Agriculture 


PLATE   3 


Boxes  for  Rearing  Parasites  of  the  plum  Curculio 


A,  Boxes  in  position  in  a  special  shelter  under  which  the  parasites  were  studied,  Fort  Valley,  Ga.; 
B,  parasite  boxes  shown  in  greater  detail. 


Tech.  Bui.  188,  U.  S.  Dept.  of  Agriculture 


Plate  4 


A   Cages  used  in  studies  of  hibernation  of  the  plum  curculio,  Fort  Valley,  Ga.;  B,  block  of  soil 

used  in  studies  of  hibernation 


Tech.  Bui.  188,  U.  S.  Dept.  of  Agriculture 


PLATE  5 


A,  Jarring  frames  used  in  collecting  adult  plum  curculios  from  peach  trees  for  purposes  of  study; 
B,  the  insectary  at  Fort  Valley,  Qa. 


Tech.  Bui.  188.  U.  S.  Dcpt.  of  Agriculture 


PLATE  6 


A,  Instrument  shelttr  containing  some  of  the  instruments  used  in  making  tlimatological  record 
at  tort  \  alley,  Ga.;    B,  picking  up  peach  drops  in  a  commercial  orchard 


Tech.  Bui.  188.  U.  S.  I>ept.  of  Agriculture 


PLATE  7 


Stages  of  the  plum  Curc — z. 
A,  Eggs,  X  7;  B,  larva,  X  7;  C,  pupa,  X  7;  D,  adult,  X  8. 


PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT  O 

quarters  for  hibernation.  The  cages  used  for  these  studies  were  built 
in  pairs,  each  cage  bein^  3  feet  square  and  5  feet  high.  (PI.  4,  A.) 
A  convenient  door  opened  into  each  cage  from  the  front.  The  cages 
were  covered  with  wire  screen  and  were  constructed  on  a  foundation, 
the  boards  of  which  went  into  the  ground  some  8  inches  to  prevent  the 
escape  of  the  beetles.  The  several  kinds  of  hibernation  quarters  were 
placed  on  the  ground,  and  the  beetles  were  confined  in  them  in  the 
fall.  As  the  beetles  appeared  on  the  screen  in  the  spring  they  were 
collected  and  counted,  and  statistics  were  computed  on  the  mortality 
of  the  beetles  in  hibernation  for  the  four  years.  In  the  spring  peach 
twigs  containing  open  blossoms  were  placed  in  the  cages  to  entice  the 
beetles  from  hibernation.  To  ascertain  if  the  beetles  would  go  into 
the  ground  to  hibernate,  blocks  of  soil  containing  turf  were  cut 
(pi.  4,  B),  over  which  were  placed  boxes  12  by  5  by  9^  inches  in  size. 
Beetles  were  confined  in  the  boxes,  and  in  the  winter  sections  of  the 
soil  blocks  were  examined  for  hibernating  beetles. 

RESULTS   OF   JARRING 

During  the  four  years  that  these  studies  were  under  way  a  number  of 
peach  trees  were  jarred  regularly  every  few  days  for  the  collection  of 
adult  beetles.  By  counting  these  beetles  data  were  acquired,  to  be 
correlated  with  data  on  the  development  of  the  insect  in  the  insectary. 
Since  the  beetles,  when  jarred  from  the  trees,  feign  death  and  fold 
their  wings  and  fall,  they  were  caught  on  '' jarring  frames,"  consisting 
of  pieces  of  cotton  sheeting  6  by  12  feet  in  size,  fastened  to  wooden 
frames,  some  of  which  were  provided  with  handles  for  convenience 
in  carrying.  Two  frames,  one  having  in  its  edge  a  notch  10  by  10 
inches  in  size,  to  receive  the  trunk  of  the  tree,  were  brought  together 
under  the  tree  preliminary  to  the  jarring.  The  jarring  was  done  by 
means  of  a  pole  which  had  on  one  end  a  wooden  block  padded  with  a 
piece  of  old  automobile  tire.  The  frames  and  poles  are  illustrated  in 
Plate  5,  A.  The  jarring  was  begun  at  sunrise,  that  it  might  be 
finished  before  the  air  became  too  warm,  because  in  the  warmer  part 
of  the  day  the  beetles  are  more  active  when  disturbed,  and  when 
jarred  some  fly  away  before  reaching  the  sheets  on  the  frames  or 
crawl  off  the  sheets  before  they  can  be  collected.  At  intervals  the 
beetles  were  collected  from  the  sheets. 

STUDIES  OF  LONGEVITY 

In  the  course  of  these  studies  many  records  were  taken  on  the 
longevity  of  adult  beetles.  Glass  battery  jars,  6  by  8  inches  in  size, 
were  used.  The  bottoms  of  the  jars  were  covered  with  sand,  which 
was  never  allowed  to  become  entirely  dry,  and  their  tops  were  covered 
with  pieces  of  cloth,  held  in  place  by  rubber  bands.  Peach  foliage 
and  fruit  were  supplied  for  food  as  needed,  and  conditions  were  made 
as  natural  as  possible  for  the  beetles  confined  in  the  jars.  Adult 
beetles  which  had  been  reared  in  the  insectary  the  previous  year  and 
had  hibernated,  and  beetles  captured  during  the  year  by  jarring,  were 
used  in  these  longevity  studies.  Records  of  longevity  were  also  made 
on  the  individual  pairs  of  beetles  confined  in  jelly  glasses  for  studies  of 
oviposition. 

FEEDING   TESTS 

A  number  of  tests  of  the  effectiveness  of  insecticides  were  made  with 
lead  arsenate  (as  spray  and  as  dust),  nicotine  dusts,  etc.,  in  the  orchard 


6  TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 

and  in  the  insectary.  In  the  orchard,  twigs  containing  fruit  and 
foliage  were  treated  with  the  insecticides  by^neans  of  a  hand  sprayer 
or  duster,  and  over  each  twig  was  placed  a  paper  bag  in  which  were 
confined  a  number  of  adult  curculios.  Daily  examinations  were  then 
made  for  records  of  mortality.  In  the  laboratory,  peach  twigs  bearing 
foliage  and  fruit  were  sprayed  or  dusted  with  the  insecticides  to  be 
tested  and  then  placed  in  the  battery  jars  in  which  adult  curculios 
were  confined,  and  records  of  mortality  were  made  daily.  In  one 
series  of  tests  paper  bags  containing  adult  beetles  were  placed  over 
peach  twigs  bearing  fruit  and  foliage  on  trees  in  an  orchard  sprayed 
and  dusted  by  means  of  power  outfits.  In  this  series  of  tests  the 
effectiveness  of  the  insecticides  in  combating  the  curculio  was  tested 
when  they  were  applied  commercially  under  usual  orchard  conditions. 

THE  INSECTARY 

The  insectary  (pi.  5,  B),  in  which  most  of  the  studies  of  life  history 
were  conducted,  was  located  on  the  laboratory  grounds  at  Fort  Valley, 
Ga.  It  measured  12  by  24  feet  on  the  ground,  10  feet  high  at  the 
eaves,  and  12  feet  at  its  highest  point  at  the  gable  roof.  The  con- 
struction permitted  excellent  circulation  of  air.  The  insectary  was 
shaded  by  a  large  tree  and  was  somewhat  protected  from  the  wind  by 
near-by  buildings,  and  by  canvas  curtains  which  could  be  lowered  in 
case  of  storms.  Wire  screening  rendered  the  structure  insect-proof, 
and  the  equipment  included  convenient  shelves,  tables,  and  inclosure 
for  handling  parasites.  Pupation  boxes  were  arranged  on  the  floor 
around  the  sides  of  the  insectary.  Near  the  insectary  was  the  special 
structure  for  rearing  parasites,  shown  in  Plate  3,  A. 

WEATHER  RECORDS 

As  meteorological  observer  at  Fort  Valley  for  the  Weather  Bureau, 
the  writer  has  available  a  complete  record  for  the  years  1921  to  1925, 
inclusive,  of  weather  conditions  at  the  place  where  the  investigations 
discussed  were  made.  The  influence  of  weather  conditions  on  the  life 
history  and  development  of  the  plum  curculio  will  be  briefly  touched 
upon  in  this  bulletin.  Maximum  and  minimum  thermometers,  a 
sling  psychrometer,  and  hygrothermographs,  kept  in  an  instrument 
shelter  (pi.  6,  A)  near  the  insectary,  were  regularly  observed  for  data 
on  temperature  and  humidity.  The  precipitation  was  measured  by 
means  of  a  standard  Weather  Bureau  rain  gage  located  near  by. 
Records  were  also  made  of  wind  direction,  character  of  day,  and  mis- 
cellaneous phenomena.  All  of  these  meteorological  records  are 
applicable  to  the  conditions  that  existed  both  in  the  insectary  and  in 
the  orchards  at  Fort  Valley. 

LIFE  HISTORY  AND  HABITS  OF  THE  PLUM  CURCULIO,  AS  OBSERVED 
FROM    1921    TO    1924,    INCLUSIVE 

The  life-history  studies  of  the  plum  curculio  were  begun  early  in 
1921,  after  preliminary^  arrangements  had  been  made.  A  suitable 
laboratory  had  been  established  at  Fort  Valley  in  the  fall  of  1920. 
The  work  was  started  by  jarring  a  block  of  peach  trees  every  second 
morning  to  collect  adult  beetles  as  they  appeared  from  winter  hiber- 
nation. The  records  of  these  collections  gave  an  insight  into  the 
activity^  of  the  insect  in  the  orchards  and  were  correlated  with  the 


PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT 


developments  taking  place  in  the  insectary.  The  beetles  captured 
each  time  the  trees  were  jarred  were  confined  in  a  single  cage.  As 
pairs  were  seen  in  coition  they  were  withdrawn  and  isolated  in  jelly 
tumblers  to  be  observed  for  records  of  oviposition,  as  explained  in  the 
discussion  of  methods  and  equipment. 


THE  EGG 


OVIPOSITION    IN    1921 


i 


The  records  of  oviposition  in  1921  were  based  on  the  egg-laying 
performance  of  the  females  of  19  overwintered  pairs,  each  pair  being 
isolated  in  a  separate  jelly  tumbler  when  they  were  noticed  in  coition 
in  the  cages  containing  massed  beetles  captured  by  jarring,  and  from 
9  pairs  of  the  first  generation  of  adults  hatched  in  1921,  which  were 
also  isolated  when  observed  in  coition.  Each  tumbler  was  supplied 
every  day  with  peaches  to  be  used  both  for  oviposition  and  for  food. 
Daily  examinations  of  the  fruit  placed  in  the  tumblers  the  day  before 
were  made  for  the  discovery  of  eggs,  the  eggs  being  counted  with  the 
aid  of  a  binocular  microscope.  Before  depositing  the  egg  the  female 
excavates  a  suitable  cavity  with  the  jaw^s  at  the  end  of  the  snout, 
then  she  turns  around  and  deposits  the  egg  in  the  opening  of  the 
cavity,  afterwards  forcing  it  to  the  end  of  the  cavity,  and  sometimes 
packing  it  with  pulp.  A  slit  is  usually  cut  in  front  of  the  egg  to 
protect  it  during  the  growth  of  the  fruit.  Sometimes  the  eggs  are 
deposited  around  the  edges  of  feeding  punctures  or  places  cut  in  the 
fruit.     Some  eggs,  highly  magnified,  are  shown  in  Plate  7,  A. 

Table  2  summarizes  the  record  of  the  deposition  of  eggs  during 
the  season  of  1921  by  the  females  of  19  pairs  of  adult  curculios  that 
had  overwintered. 


Table  2. — First-generation  eggs  laid  in  1921  at  Fort  Valley,  Ga.,  by  the  females 
of  19  pairs  of  overwintered  plum  curculios 


Date  of 
isolation 

Number  of  eggs  laid  week  of— 

Pair  No. 

o 

2 
S 

< 

s 

< 

3 

08 
< 

o 

3 

o 

00 

CO 

o 

i 

3 

« 

a 

3 

o 
00 

o 

i 

3 

a 

3 

k 

3 

3 

3 

To- 
tal 

1 

Apr.     5 
..  do 

2 

1 

2 

4 

2                    

7 
8 

1 
2 
1 

• 

9 

3 

.. 

10 

4 

5 

30 

25 

10 

5 

14 

13 

5 

2 

6 

20 

5 

6 

1 

4 

38 
12 
12 
26 
26 
12 
12 
2 
34 
12 
24 

24 
9 
12 
30 
22 
3 
12 

35 

6 

56 

47 

39 

(0 

1 

20 
6 

55 
27 
18 

16 
2 
19 
23 
18 

7 

13 

214 

5 

Apr.  12 
Apr.  22 
Apr.  27 

...do 

do 

45 

6 

'"  3 

7 
8 
5 

162 

7 

2 
4 

10 

2 

1 

1 

189 

8 

g 

.... 

.... 

.... 

149 
25 

10 

Apr.  30 
do 

27 

11 

4 
3 

12 

12 

do     .. 

11 
20 
20 

12 
37 
21 

80 

13 

May    3 
...do 

13 

18 

2 
21 

89 

14. 

6 

—  - 

7 

—  - 

123 

16 

May    6 
May    7 
May  10 
May  14 
May  23 

1 

16 

24 

8 

12 
6 
10 

40 

17 

28 
15 
24 

321 

26.75 

31 

16 

8 

97 

18.. 

25 

19... 

24 

15 
7.6 

4 
1.33 

8 
2.67 

62 
7.75 

116 
8.92 

242 
18.62 

191 
14.69 

188 
23.5 

27 
5.4 

23 
11.5 

10 
3.33 

1 
1 

Total 

117 
14.63 

1,  325 

Average  per  fe- 
male  

69.74 

Adult  lost, 


8  TECHNICAL  BULLETIN  188,  V.  S.  DEFT.   OF  AGRICULTURE 

These  overwintered  adults  began  to  deposit  first-generation  eggs 
on  April  11,  reached  maximum  oviposition  during  the  week  of  May 
25  to  31,  and  ceased  to  oviposit  by  July  11.  Oviposition  during  the 
stone  hardening  of  the  fruit  was  heavy  that  year.  The  heaviest 
oviposition  of  first-generation  eggs  during  the  season  occurred 
between  May  4  and  June  14,  the  time  during  which  the  stones  of  the 
late  varieties  were  hardening.  These  records  prove  that  oviposition 
is  not  always  diminished  during  the  period  of  stone  hardening  and 
that  there  is  no  sudden  cessation  of  egg  laying  at  the  beginning  of 
this  period.  In  all  probability  very  few  larvae  hatching  from  eggs 
deposited  during  this  period  ever  reach  maturity.  The  large  secretion 
of  gum  during  the  hardening  of  the  pit,  which  drowns  the  larvae  in 
their  burrows,  and  the  rapid  growth  of  tissue  in  the  fruit,  which 
crushes  them,  are  the  chief  causes  of  this  mortality. 

The  absence  of  larvae  in  peaches  during  the  time  of  stone  hardening 
has  sometimes  been  erroneously  attributed  to  a  cessation  of  ovi- 
position. It  is  not  believed  that  the  beetles  possess  any  inherent 
instinct  to  cease  ovipositing  at  this  time.  Oviposition  may  be  less 
then,  in  some  seasons,  when  the  females  appear  from  hibernation 
earlier  than  usual  as  a  result  of  abnormal  weather,  and  their  fecundity 
has  largely  ended.  In  such  seasons  the  increased  oviposition  in 
ripening  Hiley,  Belle,  and  Elberta  peaches  is  almost  entirely  caused 
by  the  new  generation  of  adults.     This  was  especially  the  case  in  1922. 

The  average  number  of  eggs  deposited  by  hibernated  females 
studied  in  1921  was  69.74.  The  largest  number  deposited  by  a  single 
ovipositing  female  was  214  and  the  smallest  number  was  1.  The 
maximum  number  of  eggs  deposited  by  a  single  female  in  one  day 
was  12.  One  female  oviposited  on  57  days  during  the  season.  The 
average  number  of  first-generation  eggs  per  female  per  day  was  2.94. 

The  hibernated  pairs  which  were  used  for  oviposition  studies  were 
also  observed  for  longevity.  The  average  time  between  mating  and 
the  death  of  the  males  was  29.26  days  and  the  females  lived  an 
average  of  42  days  after  mating.    , 

The  record  of  the  deposition  of  eggs  of  the  second  brood  in  the 
season  of  1921  is  summarized  in  Table  3.  These  eggs  were  deposited 
by  the  females  of  nine  pairs  of  adult  curculios,  already  mentioned,  of 
the  first  generation  hatched  in  that  year,  which  began  to  deposit 
eggs  on  June  22,  reached  maximum  oviposition  in  the  week  of  July 
13  to  19,  and  ceased  oviposition  for  the  season  by  August  16.  During 
the  three  weeks  from  June  22  to  July  12,  eggs  of  both  the  first  and 
second  generations  were  being  deposited  in  the  insect ary,  the  first  by 
females  which  had  hibernated,  and  the  other  by  the  nine  females 
mentioned.  The  first-recorded  egg  of  the  second  generation  in  1921 
was  laid  on  June  14,  when  it  was  observed  in  a  jar  containing  assembled 
adults  of  the  first  generation  that  had  emerged  between  May  29  and 
June  2.  The  young  larvae  hatching  from  second-generation  eggs 
first  began  to  appear  in  the  orchards  during  the  harvest  of  Hiley 
peaches.  The  larvae  in  the  fruit  were  then  either  very  small  or 
nearly  full  grown,  a  fact  indicating  that  the  last  of  the  first-generation 
larvae  were  still  in  the  peaches,  and  that  larvae  of  the  second  genera- 
tion were  beginning  to  hatch.  As  the  harvest  advanced  these  small 
larvae  increased  in  number.  There  was  a  distinct  demarcation 
between  the  two  generations  of  larvae  in  the  orchards. 


PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT 


9 


Table  3. — Second-generation  eggs  laid  in  1921  at  Fort  Valley,  Ga.,  by  the  females 
of  nine  pairs  of  adult  plum  curculios  of  the  first  generation 


Date  of 
isolation 

Number  of  eggs  laid  week  of—  • 

Pair  No. 

June 
22  to  28 

June 
29  to 
Julys 

July 
6  to  12 

July 
13  to  19 

July 
20  to  26 

July 
27  to 
Aug.  2 

Aug. 
3  to  9 

Aug. 
10  to  16 

Total 

1 

June    2 
June  18 
June  21 
June  24 
July     1 
•    do 

1 

1 

2 - 

8 
4 
1 
6 
3 
15 
14 
2 

5 
2 

13 

3 - 

5 

1 

1 

2 

14 

4 

12 

12 

26 

5 

6 

6 

7 

17 
11 
3 

27 

7 

July     7 
July     8 
July   14 

• 

• 

26 

8 

8 
2 

7 

7 

39 

9 

4 

Total  

13 
6.50 

19 
9.50 

37 
7.40 

53 
6.63 

17 
4.25 

8 
4.00 

9 
4.50 

156 

Average  per  female 

17.33 

The  female  curculios  of  the  first  generation  in  1921  were  slow  to 
begin  ovipositing  in  the  insectary.  Some  difficulty  was  experienced 
in  getting  peaches  for  oviposition  during  August  and  September. 
Methods  for  the  studies  of  life  history  were  being  developed,  and  con- 
ditions for  ovipositing  by  first-generation  adults  during  the  hot  mid- 
summer days  were  perhaps  not  the  best.  Had  it  been  possible  to 
get  late  fruit  in  1921,  and  had  more  natural  conditions  for  oviposition 
been  supplied  for  the  first-generation  adults,  the  number  of  second- 
generation  eggs  deposited  would  undoubtedly  have  been  greater  and 
the  period  of  oviposition  longer.  Although  the  new  generation  of 
beetles  were  slow  to  begin  ovipositing  in  the  insectary,  the  occurrence 
of  young  larvae  of  the  second  generation  in  the  orchards  was  timed 
normally  in  relation  to  the  appearance  of  the  new  beetles. 

The  average  number  of  second-generation  eggs  deposited  during 
the  season  of  1921  by  females  of  the  first  generation  was  17.33,  but 
because  of  the  conditions  mentioned  it  does  not  represent  the  normal 
average.  The  maximum  number  of  eggs  deposited  by  a  single 
female  in  one  day  was  7.  The  average  number  of  second-generation 
eggs  laid  per  female  per  day  was  2.07.  Observations  of  the  individual 
pairs  used  for  studies  of  oviposition  showed  that  the  males  of  the 
first  generation  lived  an  average  of  18.25  days  and  the  females  an 
average  of  27.43  days.  Had  the  beetles  lived  under  more  natural 
conditions,  the  longevity  of  both  males  and  females  would  have  been 
greater  and  undoubtedly  a  number  would  have  gone  into  hibernation 
at  the  end  of  the  season. 

OVIPOSITION    IN    1922 

The  records  of  oviposition  in  1922  were  based  on  the  performance 
of  the  females  of  50  pairs  which  had  hibernated  during  the  winter  of 
1921-22,  11  pairs  of  the  first  generation  of  adults  which  were  reared  in 
the  insectary  in  1922,  and  those  of  15  pairs  collected  by  jarring  in 
May  and  June.  These  pairs  were  isolated  when  they  were  observed 
in  copulation  and  confined  in  jelly  tumblers  with  sand,  kept  moist, 
in  the  bottom.  Peaches  were  supplied  daily  for  food  and  to  oviposit 
in.  The  eggs  from  each  pair  were  counted  daily  with  the  aid  of  a 
binocular  microscope.  Table  4  summarizes  the  record  of  the  deposi- 
tion of  eggs. 


10 


TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 


These  adults  began  to  deposit  eggs  on  April  7,  reached  maximum 
oviposition  during  the  week  of  April  13  to  19,  and  completed  ovi- 
position  by  May  31.  The  first  egg  was  noticed  in  the  orchards  on 
April  3.  Oviposition  was  not  heavy  during  the  stone-hardening 
period.  The  heaviest  oviposition  occurred  during  April,  and  the 
fecundity  of  the  overwintered  females  was  becoming  exhausted  by 
the  time  the  peach  stones  were  hardening. 

Table  4. — First-generation  eggs  laid  in  1922  at  Fort  Valley,  Ga.,  by  the  females 
of  60  pairs  of  overwintered  plum  curculios 


Date  of 
isolation 

Number  of  eggs  laid  week  of— 

Pair  No. 

Apr. 
6  to 
12 

Apr. 

13  to 

19 

Apr. 

20  to 

26 

Apr. 
27  to 
May  3 

May 
4ta 
10 

May 

11  to 

17 

May 

18  to 

24 

May 

25  to 

31 

Total 

1                  

Mar.  16 
...do.... 

0 

2               . 

5 

5 

3 

Mar.  17 
...do 

0 

4 

5 

2 
1 

7 

5 

...do.... 
...do 

1 

6 

0 

7.... 

Mar.  21 

11 

8 

1 

1 

2 

13 

6 

42 

8                              

...do 1 

0 

9 

Mar.  24 
.    do 

0 

10 

0 

11 

...do 

...do 

...do 

8 
8 
6 
4 
9 
6 

12 
2 
3 

2 

1 

23 

12 

10 

13 

9 

14                                 

Mar.  25 

...do 

...do 

...do 

4 

15... 

9 

7 

18 

16 

2 

15 

17 

0 

18 

.do  .    . 

3 

21 
6 

2 

3 
2 

29 

19 

...do  .    . 

8 

20 : 

...do 

...do 

2 
3 

2 

21 

3 

22 

Mar.  27 

3 

1 
1 

1 
1 

2 

1 

3 

13 

23... 

Mar.  28            fi 

8 

24 

...do 

7 

8 

25 

Mar.  29 

0 

26 

...do  .... 

4 
3 

1 
5 

3 

4 

12 

27 

...do 

8 

28... 

...do 

0 

29 

Mar.  30 
...do 

3 

3 
5 
1 

2 
2 

1 

4 

7 

4 

24 

30 

7 

31 

...do    .  . 

1 

32 

...do 

0 

33 .. 

Mar.  31 
...do 

11 

5 

2 

2 

5 

5 

4 

34 

34 

0 

35 

-..do 

5 
7 
2 
1 
9 
3 
4 
4 
-- 

5 
-- 

5 

36 

Apr.     1 
Apr.     4 
...do 

19 
15 

2 

7 

10 

5 

4 
2 

2 
2 

56 

37 

22 

38 

1 

39... 

...do 

13 
2 

7 
17 

1 

8 

1 

i' 

4 

34 

40... 

...do 

6 

41 

do 

9 

20 

42. 

do 

22 

43 

Apr.     5 
Apr.     8 
Apr.     9 
Apr.     8 
...do 

1 

44 

1 

45 

12 
5 
2 
3 

1 

1 

19 

46 

5 

47 

6 

48 

Apr.   11 
...do    ■ 

3 

49 

0 

60 

Apr.   12 

0 

Total 

152 
5.07 

192 
6.4 

29 
2.07 

39 
3 

17 
4.25 

31 
6.2 

24 

4 

8 
2.67 

492 

Average  per  female... 

13.3 

PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT 


11 


I 


The  average  number  of  first-generation  eggs  deposited  in  the 
season  by  hibernated  laying  females  was  13.30.  The  observations 
in  this  series  were  made  every  second  or  third  day,  and  therefore  the 
actual  number  of  days  on  which  eggs  were  laid,  the  maximum  num- 
ber of  eggs  in  one  day,  and  the  average  number  of  eggs  per  day  can 
not  be  given.  Undoubtedly  during  this  series  the  sand  in  the  tumblers 
was  kept  too  moist  for  maximum  oviposition.  Fungus  was  often 
found  growing  in  the  jars.  In  all  probability  these  unnatural  condi- 
tions affected  the  oviposition  of  the  hibernated  females  in  1922, 
causing  the  number  of  eggs  recorded  to  be  much  smaller  than  normal. 
Observations  on  the  hibernated  pairs  used  for  oviposition  studies  in 
1922  showed  that  the  average  number  of  days  between  mating  and 
the  death  of  males  was  27.35,  whereas  the  females  lived  an  average 
of  38.08  days  after  mating. 

Table  5  summarizes  the  record  of  the  deposition  of  eggs  of  the 
second  generation  during  the  season  of  1922  by  the  females  of  11  pairs 
of  first-generation  curculios  reared  in  the  insectary.  These  females 
began  to  deposit  eggs  on  June  23,  reached  maximum  oviposition 
during  the  week  of  July  20  to  26,  and  completed  oviposition  for  the 
season  on  September  15.  On  September  27  the  pairs  or  individuals 
remaining  alive  were  placed  in  hibernation.  The  first  egg  of  the 
second  generation  recorded  in  1922  was  observed  on  June  14  in  a 
jar  containing  assembled  first-generation  adults  that  were  reared  in 
the  insectary.  In  all  probability  oviposition  of  second-generation 
eggs  in  the  field  occurred  at  about  that  time.  There  was  perhaps 
very  little  overlapping  of  depositions  of  eggs  of  the  first  and  second 
generations  during  the  season  of  1922. 

Table  5. — Second-generation  eggs  laid  in  1922  at  Fort  Valley,  Ga.,  by  the  females 
of  11  pairs  of  adidt  plum  curculios  of  the  first  generation  reared  in  the  insectary 


Number  of  eggs '  laid  week  of— 

Pair  No. 

June 

22  to 

28 

June 
29  to 
Julys 

July  6 
to  12 

July 

13  to 

19 

July 

20  to 

26 

July 

27  to 

Aug. 

2 

Aug. 
3  to  9 

Aug. 

10  to 

16 

Aug. 

17  to 

23 

Aug. 

24  to 

30 

Aug. 
31  to 

Sept. 
6 

Sept. 
7  to 
13 

Sept. 

14  to 

20 

Total 

1 

0 
0 
13 
0 
1 
0 
0 
0 

0 
0 
0 
0 
8 
0 

'I 

4 
0 

0 

a 

0 
0 

27 
0 

35 
0 

36 
0 

12 
0 

5 
0 

0 
0 

0 
0 

0 
0 

0 
0 

115 

2 

0 

3 

13 

4  -  . 

0 
21 

0 
11 

8 
21 

1 
12 

0 
0 
0 

12 
8 

22 
0 
7 

0 
0 
0 

22 
0 

32 
0 

24 

0 

0 

0 

0 

0 

0 

0 

0 

0 

6 

30 

6 

0 

7 

24 
0 
7 
0 

10 

36 
0 
0 
0 
2 

18 
0 
0 
1 
0 

3 
0 
0 
38 
0 

0 
0 
0 
12 
0 

0 
0 
0 

1 
0 

0 
0 
0 
11 

0 
0 
0 
3 

141 

8 

22 

9 

86 

10.-.. 

67 

11.... .: 

55 

Total 

Average  per 
female 

14 

7 

33 

8.25 

74 
12.33 

49 
12.25 

105 
26.25 

76 
19 

74 
24.67 

31 
10.33 

46 
15.33 

12 
12 

1 
1 

11 

11 

3 

3 

629 

66.12 

1  The  ciphers  in  this  table  (and  in  subsequent  tables)  signify  that  observations  were  made  but  no  eggs 
were  laid;  the  blanks  indicate  that  no  observations  were  made. 


12        TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 


The  average  number  of  eggs  of  the  second  generation  deposited  by 
each  laying  first-generation  fernale  in  1922  was  66.12,  considerably 
more  than  in  1921,  when  conditions  for  oviposition  in  captivity  were 
poor.  The  maximum  number  of  second-generation  eggs  deposited 
by  a  single  female  in  one  day  was  8.  One  second-generation  female 
deposited  eggs  on  40  days  during  the  season.  The  average  number 
of  second-generation  eggs  per  laying  female  per  day  was  3.09.  The 
males  that  did  not  enter  hibernation  lived  an  average  of  60.67  days, 
and  the  females  an  average  of  60.25  days. 

In  1922  similar  records  were  made  for  the  females  of  15  pairs  of 
curculios  that  were  collected  by  jarring  between  May  25  and  June  17. 
These  beetles,  therefore,  either  hibernated  during  the  winter  of 
*  021-22  or  were  adults  of  the  first  generation  of  1922,  in  all  prob- 
ability the  latter.  Although  it  can  not  be  definitely  stated  whether 
the  eggs  deposited  were  of  the  first  or  second  generation,  the  records 
would  indicate  that  they  were  eggs  of  the  second  generation.  Table  6 
summarizes  the  record  of  the  deposition  of  these  eggs. 

Table  6. — Eggs  laid  at  Fort  Valley,  Ga.,  by  the  females  of  15  -pairs  of  adult  plum 
curculios  collected  by  jarring  between  May  25  and  June  17,  1922 


Date  of 
collection 

Date  of 
isolation 

Number  of  eggs  laid  week  of— 

Pair  No. 

June 

8  to 

14 

June 

15  to 

21 

June 
22  to 

28 

June 
29  to 
July  5 

July 
6  to 
12 

July 

13  to 

19 

July 

20  to 

26 

July 

27  to 

Aug. 

2 

Augi 

3  to 

9 

Aug. 

10  to 

16 

Total 

1 

May  30 
June  13 

—do---. 

June    3 
June  15 
.--do 

June    9 
June  13 

...dO.--- 

June  15 

--do 

June  16 
June  17 
June  19 
June  20 
June  21 
June  22 
—do-.- 

4 

6 
2 
1 
2 
3 
0 
14 
1 

2 
1 
1 
2 
9 
4 

21 
2 
0 

15 
6 
0 

2 
4 
0 
0 
2 
9 
13 
2 
0 
9 
8 
1 
0 
2 
3 

8 

6 

12 

18 

2 

25 

24 

0 

23 

10 

0 

0 

74 

2 

15 

3- 

4 

3 

0 

0 

65 
4 

5 -- 

11 
7 

11 
1 
0 
9 

13 
1 
0 

23 

16 

0 

0 

0 

64 

6._- 

20 

7. 

June    3 
June    8 
June    9 
May  25 
June    6 
June    3 
...do 

5 
1 
0 
6 
10 
0 
0 

4 
0 
2 
9 
29 
1 
0 

12 
0 
0 
5 

13 
0 
1 

3 
0 
0 
3 
0 

0 
0 
0 

1 
0 

83 

8- 

7 

9-.     - 

2 

10 -  - 

57 

11 

79 

12 

3 

13 

June  28 

—do 

June  30 

0 

0 

1 

14 

June  17 
June    3 

-  - 

2 

15     . 

19 

22 

17 

1 

62 

Total  --- 

4 
4 

29 
4.14 

63 
6.3 

55 
5 

98 
8.91 

112 

12. 44* 

125 
13.89 

45 
6.43 

6 
3 

1 
1 

538 

Average 
per     fe- 
male  

35.87 

These  beetles  began  to  oviposit  on  June  12,  reached  maximum 
oviposition  during  the  wxek  of  July  20  to  26,  and  completed  oviposi- 
tion by  August  15.  The  average  number  of  eggs  deposited  by  each 
female  was  35.87.  The  maximum  number  of  eggs  deposited  by  a 
single  female  in  one  day  w^as  10.  One  female  deposited  eggs  on  each 
of  36  days.  The  average  number  of  eggs  per  female  per  day  was  2. 
Records  of  longevity  showed  that  the  males  lived  an  average  of  60.46 
days  after  the  date  of  collection  in  the  field  and  the  females  lived  an 
average  of  64.46  days. 

OVIPOSITION    IN    1923 

In  1923  records  were  made  from  63  individual  pairs  which  had  been 
reared  in  the  insect ary  in  1922  and  which  had  passed  the  winter. 
These  were  isolated  in  separate  jelly  tumblers  when  they  were  noticed 


PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT  13 

in  copulation.  There  were  no  records  of  eggs  of  the  second  genera- 
tion, laid  by  adults  in  1923,  as  this  was  the  one  year  of  the  four  com- 
prising the  period  of  these  studies  in  which  only  one  full  generation 
occurred.  Climatic  conditions  prevented  a  full  second  generation  in 
1923,  both  in  the  orchards  and  in  the  insectary.  A  number  of  first- 
generation  adults  copulated  in  the  summer  of  1923  and  were  isolated 
as  usual  in  jelly  tumblers,  but  none  of  them  attempted  to  oviposit. 

Table  7  summarizes  the  record  of  the  deposition  of  first-generation 
eggs  during  the  season  of  1923  by  the  females  of  47  pairs  of  plum 
curculios  that  had  passed  through  the  winter.  These  beetles  were 
reared  in  the  insectary  and  were  of  the  first  generation  of  1922.  On 
account  of  the  large  number  of  individual  pairs  that  were  carried  for 
oviposition  records  in  1923,  the  eggs  deposited  by  the  47  females 
were  counted  at  the  end  of  every  three  days  instead  of  daily. 


14        TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 


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...do 

...do 

Mar.  14 
Mar.  15 

...do 

Mar.  16 

.-do 

Mar.  17 
...do-...- 
...do— - 

--do 

Mar.  18 
Mar.  19 
Mar.  22 
Mar.  23 

i^  i 

d  fcj  d  c 

ik 

-i 

>  d  c 

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t: 

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Mar.  27 
Mar.  31 

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PLUM  CURCTJLIO  IN  THE  GEORGIA  PEACH  BEL'I 


15 


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16 


TECHNICAL  BULLETIN  188,  TJ.  S.  DEPT.  OF  AGRICULTTJBE 


The  females  of  the  first  generation  of  1922  began  to  deposit  eggs 
of  the  first  generation  of  1923  on  April  9,  reached  maximum  ovi- 
position  during  the  week  of  May  18  to  24,  and  ceased  to  oviposit  by 
August  28.  Individuals,  or  pairs,  remaining  alive  on  August  30 
were  placed  in  hibernation.  Oviposition  during  May  and  early  in 
June,  1923,  when  the  peach  stones  were  hardening,  was  heavy,  as 
shown  in  the  table.  However,  as  explained  in  the  discussion  of  the 
oviposition  records  for  1921,  very  few  of  the  larvae  that  hatch  from 
eggs  deposited  during  this  period  ever  reach  maturity. 

The  average  number  of  first-generation  eggs  deposited  during  the 
season  of  1923  by  females  of  the  first  generation  of  1922  was  80.77. 
As  the  observations  for  oviposition  were  made  on  every  third  day,  it 
is  not  possible  to  give  the  actual  number  of  days  on  which  eggs  were 
laid  by  these  females,  or  the  maximum  number  deposited  in  any 
one  day,  or  the  average  number  per  female  per  day. 

The  first  curculio  egg  to  be  found  in  the  field  in  1923  was  observed 
on  April  5  in  a  wild  plum.  No  eggs  were  found  in  peaches  in  the 
field  until  April  12,  although  some  few  were  probably  deposited 
before  that  date,  as  deposition  in  peaches  began  in  the  insectary  on 
April  8. 

Table  8  summarizes  the  record  of  eggs  laid  by  the  females  of  8 
pairs  of  plum  curculios  that  had  passed  through  the  winter  of  1922-23. 
These  beetles  were  of  the  first  generation  of  1922  and  were  reared  in 
the  insectary.     Their  eggs  wxre  counted  daily. 

Table  8. — First-generation  eggs  laid  in  1923  at  Fort  Valley,  Ga.,  by  the  females 
of  eight  pairs  of  plum  curculios  of  the  first  generation  of  1922,  reared  in  the  insec- 
tary and  overwintered 


Number  of  eggs  laid  week  of— 

Pair  No. 

Date  of 
isolation 

Apr. 
6  to  12 

Apr. 
13  to  19 

Apr. 
20  to  26 

Apr.  ' 
27  to 
May  3 

May 
4  to  10 

May     May 
11  to  17  18  to  24 

1 
May 
25  to  31 

June 
lto7 

June 
8  to  14 

61 

Mar.  24 
...do.-.- 

...do 

...do 

...do 

do 

0 
0 
4 
1 
0 
0 
2 
4 

10 
7 

15 
6 
0 
0 

11 

16 

19 
14 
35 
14 
0 
1 

14 
19 

28 
31 
36 
28 
1 

15 
24 
36 
20 
0 

26  i        29 
19  i        31 
54          39 

25 

25 

9 

23 
22 

13 

53 

54 

22 

55 

56 

0            4 

58 

59 

...do.. 

-- 

20 
3 

14 

23           26 

18 

19 

18 

60 

do 

Total 

11 
2.75 

65 
10.83 

116 
16.57 

147 
21 

109 
21.8 

122 
30.5 

129 

25.8 

77 
19.25 

64 
21.33 

53 

Average    per 

17.67 

Date  of 
isolation 

Number  of  eggs  laid  week  of— 

Pair  No. 

June 
15  to  21 

June 
22  to  28 

June 
29  to 
Julys 

July 
6  to  12 

July 
13  to  19 

July 
20  to  26 

July 
27  to 
Aug.  2 

Aug. 
3  to  9 

Total 

51 ... 

Mar.  24 

3 
19 

191 

53 

.do 

.do 

14 

10 

15 

13 

8 

10 

2 

286 

54 

228 

55 

...do 

69 

56 

...do 

5 

58 

...do.._. 

59..- 

-do-.-, 
-do-- 

20 

25 

18 

21 

15 

6 

0 

2 

271 

60 

42 

Total 

42 
14 

39 
19.5 

28 
14 

36 
18 

28 
14 

13 
6.6 

10 
10 

4 

2 

1,093 
136  63 

Average  per  f 

finale 

PLTJM  CUKCtTLIO  IN  THE  GEORGIA  PEACH  BELT 


17 


These  females  began  to  deposit  eggs  on  April  12, 1923,  and  reached 
maximum  oviposition  during  the  week  of  April  27  to  May  3,  although 
oviposition  was  heavy  through  May  and  early  in  June.  They 
ceased  to  oviposit  by  August  5.  The  average  number  of  first- 
generation  eggs  deposited  by  them  was  136.63.  The  maximum 
number  deposited  in  one  day  by  one  individual  was  14  One  female 
deposited  eggs  on  each  of  99  days.  The  average  number  of  eggs 
per  female  per  day  was  3.03. 

Table  9  summarizes  the  record  of  the  deposition  of  first-generation 
eggs  during  the  season  of  1923  by  the  females  of  eight  pairs  of  adults 
of  the  second  generation  of  1922,  reared  in  the  insectary  and  over- 
wintered.    The  eggs  were  counted  daily. 

Table  9. — Eggs  of  the  first  generation,  laid  in  1923  by  the  females  of  eight  'pairs 
of  plum  curculios  of  the  second  generation  of  1922,  reared  in  the  insectary  and 
overwintered 


Number  of  eggs  laid  week  of— 

Pair  No. 

Date  of 
isolation 

Apr. 
6  to  12 

Apr. 
13  to  19 

Apr. 
20  to  26 

Apr. 
27  to 
May  3 

May 
4  to  10 

May 
11  to  17 

May 
18  to  24 

May 
25  to  31 

June 
lto7 

June 
8  to  14 

1 

Mar.  16 
Mar.  24 

--do 

Mar.  29 
Apr.  10 
Apr.  17 
Apr.  19 
Apr.  25 

1 
7 
10 
0 
0 

7 
18 
8 
0 
4 
0 

35 
9 

27 
0 

29 
6 

1 
0 

40 

■    8 

48 

0 
36 
10 
19 

8 

33 
13 
25 

0 
16 

5 
13 

6 

57 
7 
39 
1 
46 
29 
21 
18 

33 

7 
43 

25 

1 
38 

21 

0 

43 

15 

2 

3 

4 

38 

9 

21 
16 
13 

25 

10     . 

11. 

19 

15 

21 

18 

24 

12 

3 

Total 

18 
6 

37 
9.25 

107 
1/83 

169 
24.14 

110 
15.71 

218 
27.25 

158 
22.57 

98 
19.6 

103 
25.75 

87 

Average    per 
female    -  - 

17  4 

Date  of 
isolation 

Mar.  16 

Mar.  24 

do  . 

Number  of  eggs  laid  week  of— 

Pair  No. 

June 
15  to  21 

June 
22  to  28 

June 
29  to 
July  5 

July 
6  to  12 

July 
13  to  19 

July 
20  to  26 

July 
27  to 
Aug.  2 

Aug. 
3  to  9 

Total 

1 

17 

5 

43 

12 

4 

42 

3 

1 
40 

12 

1 
27 

5 
2 

8 

316 

2 

4 

1 

0 
23 

1 
13 

95 

3 

516 

4.. 

Mar.  29 
Apr.  10 
Apr.  17 
Apr.  19 
Apr.  25 

1 

9 

152 

10 

66 

11 

31 
38 

27 
31 

35 
25 

33 

25 

34 
20 

16 
24 

11 
40 

....... 

318 

12..     . 

307 

Total 

134 
26.8 

116 
23.2 

104 
20.8 

98 
19.6 

69 
13.8 

45 
11.25 

74 
24.67 

26 
8.67 

1,771 
221. 38 

Average  per  female.. . 

The  second-generation  females  of  1922  began  to  deposit  first- 
generation  eggs  in  1923  on  April  8,  reached  maximum  oviposition 
during  the  week  of  May  11  to  17,  the  same  week  as  did  the  first- 
generation  females  of  1922,  and  ceased  to  oviposit  by  August  8. 
Oviposition  was  heavy  during  the  period  of  stone  hardening,  as  was 
the  case  with  oviposition  by  females  of  the  first  generation  of  1922. 
The  average  number  of  egg^  deposited  per  female  was  221.38.  The 
largest  number  deposited  by  a  single  female  was  516,  which  inciden- 
tally was  the  highest  oviposition  recorded  for  any  individual  during 
110296—30 2 


18         TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTtTRE 

the  four  years.  This  female  deposited  a  maximum  number  of  14  eggs 
in  one  day,  and  she  oviposited  on  101  days  during  the  season.  The 
average  number  of  eggs  per  female  per  day  was  3.34.  Oviposition 
during  the  season  of  1923  by  females  of  the  second  generation  of  the 
preceding  year  was  heavier  than  that  by  females  of  the  first  genera- 
tion, owmg  to  the  oviposition  begun  by  first-generation  females  in 
the  year  in  which  they  were  reared. 

In  1923  an  attempt  was  made  to  record  the  oviposition  of  females 
for  which  oviposition  records  had  been  made  in  1922.  Only  two  pairs 
and  one  female  of  a  third  pair  survived  the  winter  of  1922-23.  The 
female  of  one  of  these  pairs  failed  to  deposit  any  eggs  in  1923,  and  the 
female  of  the  other  pair  and  the  individual  female  deposited  only  one 
egg  each.  The  single  individual  died  on  May  29,  and  the  two  pairs 
died  in  hibernation  in  the  winter  of  1923-24. 

As  has  been  remarked,  there  was  no  second  generation  of  any  con- 
sequence of  the  plum  curculio  in  Georgia  in  1923.  Fifty -one  pairs  of 
adults  of  the  first  generation  copulated  and  were  isolated  in  separate 
jelly  tumblers,  but  none  of  them  deposited  eggs  or  showed  signs  of 
oviposition.  They  fed  considerably  and  were  normal  in  every  other 
respect.  A  single  egg  was  found  on  August  2  in  a  peach  in  one  of  the 
tumblers,  but  in  all  probability  this  egg  was  deposited  in  the  field 
before  the  peach  was  brought  in,  by  a  female  which  had  overwintered, 
and  was  overlooked  when  the  eggs  were  being  cut  from  the  peaches 
to  be  placed  in  the  tumblers. 

A  few  eggs  of  the  second  generation  were  found  in  a  large  cage  in 
which  were  kept  together  149  adults  of  the  first  generation  of  1923 
that  were  reared  in  the  insectary.  Of  these,  75  emerged  on  June  12 
and  74  on  June  13.  By  females  of  the  earlier  lot  5  eggs  were  laid  on 
August  3,  1  on  August  5,  4  on  August  22,  and  3  on  August  27,  a  total 
of  13.  By  females  of  the  later  lot  45  eggs  were  laid  in  all,  10  on  August 
4,  and  the  others  on  13  later  dates,  ending  with  the  deposition  of  1 
egg  on  August  30.  The  maximum  number  of  eggs  laid  on  any  one 
day  after  August  4  was  7. 

OVIPOSITION    IN    1924 

The  records  of  oviposition  in  1924  were  based  on  the  performance 
of  the  females  of  27  pairs  of  adults  which  had  hibernated  during  the 
winter  of  1923-24  and  laid  eggs  of  the  first  generation  in  1924,  and  7 
pairs  of  the  first  generation  of  adults  in  1924,  which  laid  eggs  of  the 
second  generation  of  that  year.  All  of  the  beetles  used  for  oviposition 
in  1924  were  reared  in  the  insectary.  They  were  isolated  in  jelly 
tumblers  when  they  were  noticed  in  coition.  All  eggs  laid  in  1924 
were  counted  daily. 

Table  10  summarizes  the  record  of  the  deposition  of  first-generation 
eggs  during  the  season  of  1924  by  the  females  of  27  pairs  of  adult 
curculios  of  the  first  generation  of  1923.  These  began  to  deposit  eggs 
on  April  10,  reached  maximum  oviposition  during  the  week  of  April 
27  to  May  3,  and  completed  oviposition  by  July  15.  On  April  9 
the  first  curculio  egg  was  found  in  the  orchard  in  1924.  A  study  of 
the  table  shows  that  considerable  oviposition  took  place  in  1924 
during  the  stone-hardening  period. 


PLUM  CtJRCULIO  IN  THE  GEORGIA  PEACH  BELT 


19 


Table  10. — Eggs  of  the  first  generation,  laid  in  1924  by  ^h^  females  of  27  pairs  of 
plum  curculios  of  the  first  generation  of  1923,  which  were  reared  in  the  insectary 
and  overwintered 


Pair  No. 

Date  of 
isolation 

Number  of  eggs  laid  week  of— 

3 

CD 

< 

2 
0 

1 

2 

< 

CO 

s 

0 

3 

3 

2 

00 
>> 

1 

CO 

a 

0 

i 
5 

3 
00 

§ 

>-r> 

0 

i 

s 

0 

1-9 
0 

i 

§ 

2 

0 

S 

2 

3 

1 

52 

Mar.  28 

...do_.... 

Apr.  16 

Mar.  31 

...do...-. 

...do 

2 

1 

'  "2 

1 
0 

""0 
0 

1 
0 
0 
0 

s 

0 
0 
0 

5 
2 
1 
3 

1 
5 
3 
1 
0 
0 
6 
3 
3 
1 
1 
2 
3 
2 
0 

7 

9 

2 

10 

14 

13 
9 

5 
4 

5 
3 

2 
1 

53 

53 

Hj-.     54         

0 

2 

34 

>> 

g 

Wgk  ^"  " 

25 

20 

5 



12 

5 

12 

7     11 

112 

mm  66 

^  57 

2 

8 
12 

13 

58 

Apr.  16 
Apr.    2 
_  do 

14 

7 

7 

24 

16 

6 

26i     15 

9 

12 

3 

1 

156 

59  .     . 

1 

60     

7 

11 

14 

19 

15 

73 

63 

Apr.     4 
do 

6 

64 

8 

13 

1 

0 

1 

36 

65 

Apr.     7 
Apr.  10 

...do 

...do 

...do 

...do 

...do 

3 

67         .                 -       . 

»» 

17 
17 
0 
li 

9 
18 
3 

7 

21 
9 

18 
8 

.! 

1 
8 

82 

68 

69 

70 

7i 

72 

6 
0 
3 

4 

18 

'   103 

4 

13 

19 

10 

0 

1 

0 

1 

2 

1 

.... 

70 

7 

0 

78 

80 

82. 

84 

85 

86 

Apr.  19 
Apr.  22 
..do 

6 
2 
2 

1 
7 
5 

7 
3 
3 
2 
3 

5 
0 

i 

19 

5 

1 

14 

12 

Apr.  23 
Apr.  28 
Apr.  29 
May  10 

...do 

.  do  .  -. 

... 

. 

4 

- 

1 

1? 

5 

88 

14 
4 
3 

22     26 

17 

27 

10 

il6 

89 

90 

.... 

.... 

.... 

.... 

4 

3 

Total 

44 

8.8 

7 
1.4 

42 
2.63 

112 
6.22 

148 
9.25 

131 

8.73 

111 
7.93 

132     J« 

67 
11,17 

54 
13.5 

10 

5 

i4 

7 

4 
2 

1 
1 

960 

Average      per 
female 

12 

9.22 

35.56 

The  average  number  of  first-generation  eggs  deposited  per  female 
during  the  season  of  1924  was  35.56.  The  maximum  number  of  eggs 
deposited  by  a  single  female  in  one  day  was  9.  One  female  oviposited 
on  each  of  60  days  of  the  season.  The  average  number  of  eggs  per 
female  per  day  was  1.99.  The  hibernated  beetles  did  not  oviposit 
as  heavily  in  1924  as  they  did  in  1923,  perhaps  because  plums  were 
used  in  getting  some  of  the  oviposition  records  in  1923.  The  curculio 
prefers  a  smooth-skinned  stone  fruit  for  oviposition. 

Table  1 1  summarizes  the  record  of  the  deposition  of  second-genera- 
tion eggs  during  the  season  of  1924  by  the  females  of  seven  pairs  of 
beetles  of  the  first  generation  of  that  year.  The  females  began  to 
lay  these  eggs  on  July  7,  reached  maximum  oviposition  in  the  week  of 
August  3  to  9,  and  ceased  oviposition  for  the  season  on  October  16. 
Of  course  oviposition  did  not  take  place  at  that  late  date  in  the  com- 
mercial orchards,  as  the  peach  harvest  had  long  been  over.  The 
average  number  of  eggs  deposited  per  female  was  40.  The  individual 
ovipositing  pairs  in  the  insectary  were  supplied  with  late  peaches 
from  a  small  home  orchard. 


20         TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  11. — Eggs  of  the  second  generation,  laid  in  1924  by  the  females  of  seven 
pairs  of  plum  curculios  of  the  first  generation  of  that  year,  reared  in  the  insectary 


Pair  No. 

Date  of 
isolation 

Number  of  eggs  laid  week  of— 

2 

o 

9 

2 
S 

i 

s 
>> 

< 

s 

>> 

3 

<-> 

2 

eo 

< 

2 

2 
o 

< 

2 

60 

3 

< 

«5 

o. 
2 

eo 

2 
2 

8 
2 

2 

ei 
eo 

1 
o 

2 

1 

2 

i 

2 

2 

June  20 
July     5 
July   11 
July   19 
July  24 
Aug.    2 
Aug.  30 

1 
0 
0 

1 

11 

0 
3 

14 

4 
16 
0 

6 

38 

38 

26 

1?? 

18 

7 

25 

7 
1 

15 

6 

44 

28 

1 

34 

18 

15 

4 

0 

27 

28 
14 

38 

41  -     - 

10 
10 
10 

12 
12 
12 

4 
4 

4 

3 
3 
3 

5 
5 
5 

6 
6 
6 

67 

Total 

"  ■ 

1 

1 

3 

3 

14 
4.67 

71 
23.67 

30 
15 

0 
0 

34 
11.33 

59 
19.67 

mo 

Average    per 
female 

40 

As  shown  in  Tables  10  and  11,  there  was  practically  no  overlapping 
in  the  deposition  of  first-generation  and  second-generation  eggs  in 
1924,  as  the  first  generation  of  adults  did  not  begin  to  oviposit  until 
the  deposition  by  beetles  that  had  passed  through  the  winter  of  1923- 
24  had  practically  ended.  Deposition  of  second-generation  eggs  in 
jars  containing  massed  beetles  of  the  first  generation  of  1924  began 
between  July  8  and  July  12,  and  the  oviposition  in  these  jars  was 
heavy  by  July  16. 

Apples  were  tried  for  oviposition  at  one  time  in  1924,  when  peaches 
were  scarce,  but  the  curculios  did  not  oviposit  in  them  as  readily  as 
they  did  in  plums  and  peaches.  Apples  were  also  used  at  times  in 
other  years.  Peaches  w^ere  used  almost  entirely  for  oviposition  in 
1924.  Plums  were  used  for  oviposition,  especially  early  in  the  season. 
The  plum  curculio  apparently  prefers  plums  to  other  fruit  for  ovi- 
position, probably  because  of  the  smooth  skin  and  the  texture  of  the 
meat  of  the  plum. 

The  average  number  of  second-generation  eggs  deposited  during 
the  1924  season  by  females  of  the  first  generation  was  40.  The 
maximum  number  of  eggs  deposited  by  one  female  in  one  day  was  7. 
These  females  did  not  deposit  eggs  over  a  very  long  period,  the  greatest 
number  of  days  upon  which  any  of  them  oviposited  being  28.  The 
average  number  of  eggs  per  female  per  day  was  2.53. 


OVIPOSITION    DURING    THE    FOUR    YEARS 


In  Table  12  are  brought  together  the  combined  weekly  egg-laying 
records  of  all  beetles  of  the  plum  curculio  for  each  of  the  four  years, 
during  which  oviposition  records  of  10,940  eggs  were  made. 


PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT 


21 


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TECHNICAL  BULLETIN  188,  U.  S.  DEFT.  OF  AGRICULTURE 


The  maximum  number  of  eggs  deposited  by  a  single  individual 
during  the  four  years  were  laid  in  1923,  when  one  female  of  the  second 
generation  of  1922  that  had  lived  through  the  winter  of  1922-23 
deposited  516  eggs.  The  maximum  number  of  eggs  by  an  individual 
of  the  first  generation  were  also  laid  in  1923,  when  one  individual  of  the 
first  generation  of  1922  deposited  286  eggs.  The  average  number  of 
eggs  deposited  per  individual  by  the  various  groups  ranged  from  13.3 
to  221.38.  The  average  number  of  first-generation  eggs  deposited 
per  individual  per  season  during  the  four  years  was  64.64,  the  average 
number  of  second-generation  eggs  was  40.21,  and  the  average  per 
individual  per  season  for  all  eggs  was  59.14. 

The  percentages  of  eggs  deposited  by  the  end  of  the  second,  fourth, 
sixth,  and  eighth  weeks  after  isolation  of  the  parents,  and  during 
the  ninth  and  all  later  weeks  are  given  in  Table  13  for  all  of  the  eggs 
of  the  first  generation,  those  of  the  second,  and  those  laid  in  1923  and 
classed  as  of  either  the  first  or  second,  but  which  in  all  probability 
are  of  the  second. 

Table  13. — Percentage  of  eggs  of  the  plum  curculio  deposited  in  given  periods  of  the 
egg-laying  season,  Fort  Valley,  Ga.,  1921-1924 


Percentage  of  eggs  deposited— 

Generation 

By 
end  of 
second 
week 

By 
end  of 
fourth 
week 

By 
end  of 
sixth 
week 

By 
end  of 
eighth 
week 

During 

ninth 

and  later 

weeks 

First - 

6.3 
31.4 

25.5 

22.6 
56.5 
55.2 

43.4 
82.0 
89.6 

61.0 
97.9 
100.0 

39.0 
2  1 

Second 

First  or  second 

The  period  over  which  first-generation  eggs  are  deposited  is  more 
extended  than  the  period  of  deposition  of  second-generation  eggs. 
Only  6.3  per  cent  of  the  total  first-generation  eggs  were  deposited 
during  the  first  tw^o  weeks  after  copulation,  whereas  31.4  per  cent  of 
the  total  second-generation  eggs  were  deposited  during  a  like  period. 
Over  half  of  the  total  second-generation  eggs  had  been  deposited  by 
the  end  of  the  fourth  week,  whereas  not  quite  one-fourth  of  the  total 
first-generation  eggs  had  been  deposited  at  the  end  of  that  period. 
At  the  end  of  the  eighth  week,  97.9  per  cent  of  the  total  second-gener- 
ation eggs  had  been  deposited,  whereas  at  the  end  of  the  eighth  week 
in  the  case  of  overwintered  adults  only  61  per  cent  of  the  eggs  of  the 
first  generation  had  been  laid. 

Although  the  generation  of  the  eggs  referred  to  in  Table  12  as  either 
first  or  second  can  not  be  definitely  determined,  it  is  highly  probable 
that  they  are  second-generation  eggs,  as  the  records  of  oviposition 
seem  to  indicate,  and  they  were  deposited  by  bright,  new^-looking 
adults  that  were  collected  by  jarring  peach  trees  at  the  time  first- 
generation  beetles  were  emerging  from  the  soil  in  1922. 


INCUBATION    IN    1921 


The  fruit  containing  eggs  that  were  deposited  on  any  one  day  was 
placed  in  a  single  incubation  jar.  On  the  second  or  third  dav  after 
deposition,  depending  on  the  temperature,  and  on  each  day  thereafter, 


PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT 


23 


each  egg  was  examined  to  determine  the  date  of  hatching.  In  exam- 
ining eggs  for  incubation  records  the  slit  in  the  fruit  above  the  egg  was 
raised  with  a  dissecting  needle  under  a  binocular  microscope.  Table 
14  gives  the  incubation  periods  for  270  eggs  of  the  first  generation 
during  the  season  of  1921. 

Table  14. — Length  of  incubation  period  of  270  first-generation  eggs  of  the  plum 
curculio,  Fort  Valley,  Ga.,  1921 


Time  of  deposition 

Eggs 

Egg  days 

Average 

incubation 

period 

May - 

Number 
115 
100 
55 

Number 
654 
333 
183 

Days 
5.69 

June                                                        - . 

3.33 

July  2  to  12 

3.33 

Total  or  average. 

270 

1,170 

4.33 

No  incubation  records  are  available  for  April,  1921;  however,  the 
period  would  have  been  at  least  as  long  as  if  not  longer  than  for  May. 
On  account  of  higher  temperatures  the  incubation  period  of  plum 
curculio  eggs  in  Georgia  is  much  shorter  from  June  to  August  than  it  is 
before  or  after  that  time.  The  average  time  for  first-generation  eggs 
to  hatch  was  5.69  days  in  May  and  3.33  days  in  June  and  July.  The 
average  period  for  the  season  was  4.33  days. 


INCUBATION    IN    1922 


During  the  season  of  1922  the  eggs  were  examined  twice  in  each  24 
hours  to  obtain  the  hatching  dates.  However,  hatchings  were  re- 
corded at  only  one  examination  in  each  24-hour  period,  therefore  the 
incubation  periods  represented  by  fractions  of  days  are  omitted  from 
the  tables.  Incubation  records  were  made  during  the  season  on  53 
eggs  of  the  first  generation  (Table  15)  and  89  eggs  of  the  second 
generation. 


Table  15. 


-Length  of  incubation  period  of  58  first-generation  eggs  of  the  plum 
curculio,  Fort  Valley,  Ga. 


Number 
of  eggs 

Number  of  eggs  hatching  in  specified  number  of  days 

Date  of  deposition 

2 

3 

4 

5 

6 

7 

8 

9 

Number 
of  egg 
days 

Apr.  11 

9 
11 
6 
1 
4 
3 

1 
li 

4 

1 

2 

1 

53 

Apr.  15 

44 

Apr.  19 

1 

3 

2 

45 

Apr.  22 

1 

6 

Apr.  26     - 

3 

1 

11 

Apr.  29 

. 

2 

1 

20 

Total... 

34 

179 

May  3 

4 
3 
2 
1 
2 
3 
4 

...... 

2 

1 

1 

1 
1 

15 

May  6 

12 

May  10 

7 

May  13 

1 

4 

May  17 

1 

1 

14 

May  20.. 

2 

...... 



1 

8 

May  25  -.  .                      ,        -. 

2 

18 

Total- 

19 

78 

24        TECHNICAL  BtJLLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 

The  average  length  of  the  egg  stage  for  May,  1922,  is  less  than  that 
for  May,  1921,  because  the  mean  temperature  was  higher  during  the 
spring  of  1922  than  during  the  same  period  of  1921,  as  will  be  noted  in 
Table  1.  In  1922  the  average  time  for  first-generation  eggs  to  hatch 
in  April  was  5.26  days,  and  in  May  4.11  days.  The  average  incubation 
period  for  the  two  months  was  4.85  days.  Small  larvae  were  found  in 
peaches  in  the  field  on  April  7  and  8,  so  hatching  in  the  field  in  1922 
probably  started  a  few  days  earJier  than  the  first  record  given  in 
Table  15,  which  was  obtained  in  the  insectary. 

Incubation  records  on  second-generation  eggs  were  obtained  during 
June,  July,  and  August  of  1922.     (Table  16.) 


Table  16.- 


-Length  of  incubation  period  of  89  second-generation  eggs  of  the  plum 
curculio,  Fort  Valley,  Ga. 


Date  of  deposition 

Number 
of  eggs 

Number  of  eggs  hatching  in 
specified  number  of  days 

Number 
of  egg 

2 

3 

4 

5 

days 

June  16 

3 

i' 

3 

1 

1 
5 
4 

3 

June  17 .— 



3 

June  20            _      -  - 

1 

19 

June  18        

12 

June  21  

1 

7 

June  24     

1 

9 

June  28 

'. i- 

2  1 

12 

June  29 

-1           3 

1  ! 

14 

June  30 

10 

Total 

28 

j 

89 

1 

July  4 

2 
3 
2 

1 
8 
1 
5 
111 

2 
3 



8 

Julys. 

12 

July  7 

2 

1 
2 
1 
5 
11 

6 

Julys 



3 

July  11 - 

" 

30 

July  12... 

3 

July  21 

15 

July  25 

33 

Total 

33 

i.. .      !    .  .  - 

110 

Aug.  3... 

117 
15 
16 

8 

9 

43 

Aug.  15 

5 
3 



20 

Aug.  19 

3 

21 

Total 

28 

84 

" ■ 

1  Apples  as  host.    Peaches  as  host  for  all  others. 

The  average  incubation  period  of  second-generation  eggs  during  the 
season  of  1922  was  3.18  days.  The  average  period  in  June  was  3.18 
days,  in  July  3.33  days,  and  in  August  3  days.  The  incubation 
period  of  second-generation  eggs  w^hich  w^ere  hatching  during  the 
summer  months  is  much  shorter  than  the  incubation  period  of  first- 
generation  eggs. 

INCUBATION     IN    1923 

Incubation  observations  were  made  daily  during  the  1923  season. 
Records  were  made  of  769  eggs  of  the  first  generation  (Table  17)  and 
14  eggs  of  the  second  generation.  The  overwintered  females  ovipos- 
ited over  an  unusually  long  period,  extending  from  April  to  August. 
There  was  practically  no  second  generation  in  1923.  Only  14  second- 
generation  eggs  w^ere  obtained  from  many  first-generation  adults 
during  the  season,  and  these  were  all  deposited  during  August,  when 
a  number  of  first-generation  beetles  were  confined  together  in  a  jar. 


PLUM  CTJHCTJLIO  IN  THE  GEORGIA  PEACH  BELT 


25 


Table  17. — Length  of  incubation  period  of  769  first- generation  eggs   of  the  plum 
curculio,  Fort  Valley,  Ga.,  1923 


Time  of  deposition 

Eggs 

Egg  days 

Average 

incubation 

period 

Apr.  12  to  30 - 

Number 
125 
303 
215 
116 
10 

Number 

696 

1,679 

720 

360 

32 

Days 
6.57 

May 

5.54 

June                                                        .                               

3.35 

July 

3.10 

Aug.  1  to  3 

3.20 

Total  or  average , . 

769 

3,487 

4.53 

First-generation  eggs,  deposited  on  April  12,  1923,  started  to  hatch 
on  April  18.  On  the  same  date  larvae  3  to  5  days  old  were  found  in 
peaches  in  the  orchards,  so  hatching  must  have  started  several  days 
earlier  in  the  field  than  it  did  in  the  insectary.  First-generation  eggs 
hatched  in  an  average  of  5.57  days  in  April,  5.54  in  May,  3.35  in 
June,  3.1  in  July,  and  3.2  in  August.  The  average  incubation  period 
of  first-generation  eggs  during  the  season  was  4.53  days.  Table  18 
gives  the  incubation  records  on  the  14  second-generation  eggs.  All 
of  these  eggs  were  deposited  during  August.  The  average  incubation 
period  was  3.04  days. 

Table  18. — Length  of  incubation  period  of  llf.  second-generation  eggs  of  the  plum 
curculio,  Fort  Valley,  Ga.,  1923 


Date   of   deposition 

Number 
of  eggs 

■ 

Number  of  eggs  hatch- 
ing in  specified  number 
of  days 

Number 
of  egg 
days 

2H 

3 

3H 

Aug.  2                            ... 

1 
2 
1 
4 
3 
2 
1 



1 

3 

Aug,  7 

7 

Aug.  17 

Aug.  21 

Aug.  22 

-. 

i 

3 
3 
2 

3 

IIH 
9 

Aug.  26 

Aug.  28... 

6 
3 

Total 

14 

42V^ 

INCUBATION    IN    1924 

In  1924  all  of  the  eggs  used  for  incubation  studies  were  examined 
twice  in  each  24-hour  period  to  obtain  the  hatching  dates.  Records 
are  available  of  936  eggs  of  the  first  generation  (Table  19)  and  283 
eggs  of  the  second  generation. 

Table  19. — Length  of  incubation  period  of  936  first-generation  eggs  of  the  plum 
curculio,  Fort  Valley,  Ga.,  1924 


Time  of  deposition 

Eggs 

Egg  days 

Average 

incubation 

period 

Apr.  10  to 30 

Number 
197 
551 
180 

8 

Number 
1,197 
2,99L5 
546 
22.5 

Days 
6.08 

May ..... 

5.43 

June 

3.03 

July  1  to  15 

2.81 

Total  or  average. 

936 

4,757 

5.08 

26        TECHNICAL  BULLETIN  188,  U.  S.  DEFT.  OF  AGRICULTURE 

The  average  length  of  the  egg  stage  for  April,  1924,  6.08  days,  is  the 
highest  average  for  any  month  recorded  during  the  four  years. 
Undoubtedly  this  was  due  to  the  low  temperatures  prevailing  during 
that  month.  Table  1  shows  that  the  mean  temperature  during  April, 
1924,  was  lower  than  the  mean  temperature  for  April  of  the  other  three 
years  of  these  studies.  The  average  incubation  period  of  the  eggs 
during  May  was  5.43  days,  which  is  high.  A  period  of  cool  weather 
occurring  between  May  8  and  12  delayed  incubation  about  two  days. 
The  average  incubation  period  of  first-generation  eggs  during  June 
and  July  was  3.03  and  2.81  days,  respectively.  The  average  incuba- 
tion period  of  first-generation  eggs  during  the  season  was  5.08  days. 
The  eggs  began  to  hatch  on  April  17. 

During  1924  records  on  the  incubation  of  second-generation  eggs 
were  obtained  during  July,  August,  September,  and  October.  (Table 
20.)  This  is  the  only  year  that  incubation  records  are  available  for 
September  and  October.  A  number  of  second-generation  eggs  were 
deposited  during  September,  and  one  female  continued  ovipositing 
until  October  16. 

Table  20. — Length  of  incubation  period  of  28S  second-generation  eggs  of  the  plum 
curculio,  Fort  Valley,  Ga.,  1924 


Time  of  deposition 


Eggs 


Egg  days 


Average 

incubation 

period 


July  15  to  31 

August 

September 

Oct.  13  to  16 

Total  or  average 


Number 
65 
164 
48 


Number 
158 
435.5 
204 
33.5 


283 


831 


Days 


2.43 
2.66 
4.25 
5.58 


2.94 


The  average  incubation  period  during  July  and  August  of  2.43 
and  2.66  days,  respectively,  is  lower  than  the  average  incubation 
period  during  the  same  months  of  the  other  years.  Undoubtedly 
this  was  on  account  of  the  very  hot  weather  during  those  months  in 
1924.  Some  of  the  eggs  hatched  in  2  days  during  July,  which  is  the 
shortest  incubation  period  of  plum-curculio  eggs  on  record.  The 
average  period  of  incubation  for  September  was  4.25  days,  and  for 
October  5.58  days.  On  account  of  the  cooler  weather  of  late  Septem- 
ber and  October,  the  length  of  the  incubation  period  during  those 
months  approached  that  of  the  spring  months.  The  average  length 
of  the  second-generation  egg  stage  for  the  season  was  2.94  days.  This 
is  a  little  lower  than  the  average  incubation  period  of  second-genera- 
tion eggs  during  the  other  years,  even  though  September  and  October 
records  are  included,  and  is  undoubtedly  due  to  the  short  period  of 
incubation  during  July  and  August,  when  very  high  temperatures 
occurred. 

INCUBATION    DURING   THE    FOUR   YEARS 

Table  21  presents  a  summary  of  the  incubation  records  taken  in 
the  four  years.  During  this  period  2,414  eggs  were  under  observation 
for  incubation  records. 


PiiUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT 


27 


Table  21. — Length  of  incubation  period  of  eggs  of  the  plum  curculio,  Fort  Valley, 

Ga.,  seasons  of  1921-1924 


_^                   Year 

First-generation  eggs 

Second-generation  eggs 

Number 

Maxi- 
mum in- 
cubation 

period 

Mini- 
mum in- 
cubation 

period 

Average 
incuba- 
tion 
period 

Number 

Maxi- 
mum in- 
cubation 

period 

Mini- 
mum in- 
cubation 

period 

Average 
incuba- 
tion 
period 

^Biooi 

270 

53 

769 

936 

Days 
12 
9 
11 

8 

Days 
2.0 
2.0 
3.0 
2.5 

Days 
4.33 
14.85 

Days 

Days 

Days 

■W*1922             

89             5. 0 

2.0 
2.5 
2.0 

3.18 

1923 

4.53  !              14              3.5 
5. 08               283               7. 0 

3.04 

1924 

2.94 

>  Record  for  April  and  May  only;  too  high  for  season's  average. 

The  incubation  periods  of  first-generation  eggs  during  the  four 
years  ranged  from  2  to  12  days,  with  averages  ranging  from  4.33  to 
5.08  days.  The  period  of  incubation  of  second-generation  eggs 
ranged  from  2  to  7  days,  with  averages  ranging  from  2.94  to  3.18 
days.  The  average  period  for  the  incubation  of  first-generation  eggs 
in  1922  should  be  lower  for  the  season,  as  the  figure  given  is  for  April 
and  May  only.  The  1921  average  does  not  include  an  average  for 
April.  As  the  mean  temperatures  during  the  spring  of  1921  were 
lower  than  those  in  1922,  the  incubation  period  for  the  season  of  1921 
would  be  longer  than  that  for  1922,  if  records  for  each  month  from 
April  to  July  were  available  for  each  year.  There  was  very  little 
difference  in  the  average  period  of  incubation  of  second-generation 
eggs  during  the  three  years  reported.  The  average  was  a  little  lower 
in  1924  on  account  of  the  very  hot  July  and  August.  The  maximum 
period  of  seven  days  for  the  incubation  of  second-generation  eggs 
occurred  in  October,  1924.  There  were  no  October  records  available 
for  the  other  years. 

THE  LARVA 

EMERGENCE    OF    LARVAE    FROM    PEACH    DROPS 

Most  of  the  peaches  in  which  curculio  eggs  are  deposited  before  the 
stone  starts  to  harden  fall  to  the  ground.  Each  season  quantities  of 
these  drops  were  collected  from  under  trees  in  commercial  orchards 
and  placed  in  frames  (pi.  1,  B)  to  obtain  data  on  the  maturity  of 
larvae  (pi.  7,  B)  and  the  comparative  infestations  of  drops  from  differ- 
ent collections  and  from  different  orchards,  and  to  supply  material 
for  insect ary  work.  Conditions  for  the  development  of  larvae  are 
much  more  favorable  in  drops  than  they  are  in  the  green  peaches  that 
remain  on  the  trees.  There  is  a  very  heavy  mortality  of  the  larvae 
in  the  fruit  on  trees  during  the  stone-hardening  period,  as  explained 
on  page  8.  After  the  stone-hardening  stage  has  passed,  and  the  fruit 
enters  the  ripening  stage,  conditions  in  the  fruit  on  the  trees  again 
become  more  favorable  for  the  growth  of  larvae  that  hatch  a  few 
weeks  before  peach  harvest.  A  large  part  of  the  curculio  infesta- 
tion of  the  season,  however,  takes  place  from  the  beginning  of  the 
oviposition  season  in  the  spring  until  the  stone  of  the  peach  begins  to 
harden.  As  most  of  the  peaches  containing  eggs  or  larvae  during 
this  period  fall  to  the  ground,  the  emergence  of  mature  larvae  from 
drops  gives  an  excellent  insight  into  the  degree  of  infestation  for  the 


28        TECHNICAL  BULLETIN  188,  XJ.  S.  DEPT.  OF  AGRICULTURE 

season,  probable  size  of  the  second  generation,  progress  of  curculio 
development,  etc. 

During  each  of  the  four  years  that  the  life-history  studies  were 
under  way  2K  bushels  of  drops  were  collected  to  obtain  information 
on  the  comparative  curcuho  infestation  for  these  years  and  to  deter- 
mine the  period  that  the  larvae  from  early  deposited  eggs  were  leaving 
the  fruit.  These  drops  were  collected  each  year  when  they  began  to 
fall  in  sufficient  numbers  to  warrant  a  collection.  They  were  placed 
in  trays,  and  each  morning  the  larvae  that  had  reached  maturity 
and  left  the  fruit  during  the  previous  24  hours  were  removed  from  the 
cloth-covered  slides  and  recorded.  These  records,  which  are  sum- 
marized in  Table  22,  present  a  comparison  of  the  extent  of  the  curcuho 
infestation  during  the  four  years  and  show  the  period  of  heaviest 
larval  emergence  under  orchard  conditions. 

Table  22. — Emergence  of  first-generation  larvae  of  the  plum  curculio  from  peach 
drops  at  Fort  Valley,  Ga.,  1921-1924 


Approxi- 
mate 
date  of 
full  blos- 
som of 
peach 
trees 

Time  of 
collection 
of  drops 

Emergence  of  larvae  during— 

Year 

April 

May 

June 

Total 

larvae 

emerging 

1921 

Mar.    9 
Mar.  16 
Mar.  27 
Mar.  29 

Apr.     8 
Apr.   19 
Apr.  30 
Apr.  29 

Number 
12,  229 
2,508 

Per  cent 
98.5 
91.1 

Number 

189 

220 

9,322 

3,142 

Per  cent 

1.5 

8.0 

99.4 

99.1 

Number 

Per  cent 

Number 
12, 418 

1922 

1923 

25 

57 

0.9 
.6 

2,753 
9,379 

1924 

28 

.9 

3,170 

Table  22  shows  that  12,418  larvae  of  the  plum  curculio  emerged 
from  the  2^  bushels  of  drops  in  1921.  This  represents  a  tremendous 
infestation,  which  was  expected,  because  in  1920  the  heaviest  plum- 
curculio  infestation  ever  experienced  occurred  in  the  Georgia  peach 
belt.  The  records  for  1922  indicate  that  the  intensive  curculio  sup- 
pression campaign  which  was  w^aged  during  1921  had  been  very  effec- 
tive. A  total  of  2,753  larvae  emerged  from  the  2)2  bushels  in  1922. 
The  records  for  1923  are  not  reliable  for  comparison.  It  was  neces- 
sary to  collect  the  1^23  drops  from  another  orchard,  and  late  in  the 
season  it  was  learned  that  the  control  measiu"es  advocated  in  the 
curculio-suppression  campaign  had  not  been  enforced  during  previous 
seasons  in  this  orchard.  The  2K  bushels  of  drops  yielded  9,379  larvae 
in  1923.  Even  though  the  curculio  infestation  of  drops  in  this 
orchard  may  have  been  greater  than  in  most  of  the  other  orchards, 
the  general  infestation  in  the  peach  belt  probably  was  somewhat  higher 
than  in  1922,  and  had  it  not  been  that  only  one  generation  occurred 
that  year,  considerable  curculio  damage  to  the  fruit  crop  might  have 
been  experienced.  In  1924  the  2^  bushels  of  drops  gave  3,170  larvae. 
There  was  more  merchantable  fruit  in  Georgia  in  1924  than  in  any 
of  the  preceding  years.  Each  year  after  1920  the  curculio  damage  to 
ripe  fruit  became  less,  in  a  large  measure  as  a  result  of  the  various 
control  measures  that  were  enforced. 

As  may  be  noted  from  the  approximate  dates  of  full  bloom  of  peach 
trees,  given  for  each  year  in  Table  22,  the  season  of  1921  was  early. 


PLTJM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT 


29 


Peach  trees  were  in  full  bloom  by  March  9,  and  matured  larvae 
began  to  leave  peach  drops  on  April  9.  From  drops  collected  April 
8,  98.5  per  cent  of  the  larvae  emerged  during  April  and  1.5  per  cent 
during     May.     Two  full  generations  occurred  in  1921. 

The  blooming  season  of  1922  was  about  a  week  later  than  that  of 
1921.  Larvae  started  to  emerge  on  April  21;  91.1  per  cent  emerged 
during  April,  8  per  cent  during  May,  and  0.9  per  cent  during  June. 
Two  full  generations  occurred  in  1922. 

The  1923  season  was  very  late.  Full  bloom  did  not  occur  until 
March  27,  and  larvae  did  not  start  to  reach  maturity  until  May  1. 
There  was  only  one  generation  in  the  field  in  1923.  From  drops 
collected  April  30,  99.4  per  cent  of  the  larvae  emerged  in  May  and 
0.6  per  cent  in  June. 

The  1924  season  was  also  late.  However,  a  small  second  curculio 
generation  occurred  that  year.  Favorable  conditions  during  the 
pupation  season  may  have  been  responsible  for  the  second  brood. 
The  first-generation  larvae  may  have  matured  a  little  more  rapidly 
in  1924  than  in  1923,  or  eggs  may  have  been  deposited  a  little  earlier, 
as  matured  larvae  began  to  leave  drops  on  April  29  in  1924.  Full 
bloom  did  not  occur  until  March  29  that  year.  From  the  2K  bushels 
'of  drops  collected  on  April  29,  0.9  per  cent  of  the  larvae  emerged 
during  April  and  99.1  per  cent  during  May. 

During  each  of  the  four  years,  peach  drops  were  collected  at  differ- 
ent times  during  the  dropping  season  to  determine  for  each  collection 
the  percentage  of  the  total  emergence  from  drops  for  the  season,  the 
period  of  emergence  of  larvae  of  the  first  generation  in  orchards,  and 
the  seasonal  history  of  the  insect  in  the  larval  stage  as  it  occurred 
in  the  field. 

Table  23  gives  a  summary  of  the  emergence  of  larvae  from  drops 
collected  at  10  different  times  during:  the  season  of  1921. 


Table  23. — Emergence  of  plum-cur culio  larvae  from  peach  drops  collected  at  differ- 
ent times  during  the  season  of  1921,  Fort  Valley,  Ga. 


Dale  of  collection 

Period  of  emergence 

Number 
of  larvae 

Percent- 
ate  of 
total 

Apr.  1 

Apr.  8  to  24 

267 

218 

1,535 

389 

378 

36 

79 

135 

189 

48 

8. 1 

Apr.  5 -. 

Apr.  10  to  May  1 .  .. 

6.7 

Apr.  12 

Apr.  13  to  May  22 

46  9 

Apr.  19 

Apr.  20  to  May  2^ 

11  9 

Apr.  25...- 

Apr.  2fi  to  May  31 

11.5 

May  2 

May  4  to  June  1 .... 

1.1 

May  10 - 

May  12  to  June  2 

2  4 

May  19 

May  20  to  June  8 

4  1 

May  27 

Mav  28  to  June  20     -  - 

5.8 

June4... 1 

June  5  to  13 .  . 

1.5 

Total. 

3,274 

100  0 

The  first  matured  larvae  to  emerge  during  the  1921  season  were  three 
that  issued  on  April  8  from  drops  collected  on  April  1.  The  table 
shows  that  46.9  per  cent  of  all  the  larvae  emerging  from  drops  during 
the  season  came  from  the  third  collection  made  on  April  12.  The 
first  five  collections  in  1921  gave  85.1  per  cent  of  the  larvae.  The 
first  and  second  collections  were  made  too  soon  in  1921.  If  they  had 
been  delayed  until  about  April  9,  three  collections,  timed  about  April 
9,  17,  and  25,  would  have  sufficed  for  commercial  purposes  and  would 


30        TECHNICAL  BULLETIN  188,  TJ.  S.  DEPT.  OF  AGRICtlLTtrRfi 

have  netted  around  85  per  cent  of  the  larvae.  The  data  collected 
on  this  subject  during  the  four  years  revealed  the  fact  that  the  first 
collection  of  drops  should  be  made  about  one  month  after  full  bloom. 
In  1921  full  bloom  occurred  on  March  9. 

Table  24  gives  a  summary  of  the  emergence  of  plum-curculio 
larvae  from  drops  from  96  Belle  peach  trees,  collected  at  different 
times  during  the  season  of  1922. 

Table  24. — Emergence  of  plum-curculio  larvae  from  drops  from  96  Belle  peach 
trees y  Fort  Valley,  Ga.,  1922 


Date  of  collection 


Apr.  19. 
Apr.  21. 
May  1-. 
May  8-. 
May  15- 
June  5-- 


Total. 


Quantity 

of  peach 

drops 


Bushels 

H 

m 


Period  of  emergence 


Apr.  21  to  Junes.. 
Apr.  25  to  May  29. 

May  2tol8 

May  10  to  23 

May  17  to  June  6. 
June  6  to  10 


Number 
of  larvae 


397 

106 

57 

12 

57 

5 


634 


Percent- 
age of 
total 


62.6 

16.7 

9.0 

1.9 

9.0 

.8 


100.0 


The  first  collection  of  drops  was  made  on  April  19,  about  one  month 
after  full  bloom,  which  occurred  on  March  16  in  1922.  This  collec- 
tion gave  62.6  per  cent  of  the  larvae  emerging  from  all  drops.  The 
first  three  collections  gave  88.3  per  cent  of  the  total  larvae.  The 
first  matured  larvae  to  leave  peach  drops  in  the  insectary  in  1922  came 
out  on  April  21.  Two  larvae  in  peaches  collected  in  the  field  had 
reached  maturity  and  left  the  fruit  on  April  19. 

Table  25  gives  a  summary  of  the  emergence  of  plum-curculio 
larvae  from  drops  collected  at  different  times  during  1923  from  under 
trees  in  five  rows  of  Belle  peach  trees. 

Table  25. — Emergence  of  plum-curculio  larvae  from  drops  collected  under  five  rows 
of  Belle  peach  trees,  Fort  Valley,  Ga.,  1923 


Date  of  collection 

Quantity 

of  peach 

drops 

Period  of  emergence 

Number 
of  larvae 

Percent- 
age of 
total 

May  2 

Bushel 

H 
H 

May  3  to  June  3 

1,498 
711 
226 
155 
118 
5 

55.2 

May  7 

May  8  to  June  5 

26.2 

May  14 

May  16  to  June  4 

8.3 

May  21..  .. 

May  22  to  June  7    .                          

5.7 

May  28 

May  29  to  June  12 

4.4 

June  9. 

June  10 to  12 .- .-.-. 

.2 

Total 

2,713 

100.0 

The  first  collection  of  drops  made  on  May  2,  just  a  little  over  one 
month  after  full  bloom,  which  occurred  on  March  27,  gave  55.2  per 
cent  of  the  larvae  that  emerged  from  all  drops.  The  first  three  col- 
lections gave  89.7  per  cent  of  the  total  larvae  that  emerged  from  all 
drops  during  the  season.  The  first  larva  to  mature  in  peach  drops 
under  field  conditions  in  1923  came  out  on  April  30  from  peach  drops 
brought  to  the  insectary  April  27. 


PLUM  CUECULIO  IN  THE  GEOEGIA  PEACH  BELT 


31 


Table  26  gives  a  summary  of  the  emergence  of  plum-curculio  larvae 
from  peach  drops  collected  weekly  during  the  dropping  season  in 
1924  from  Hiley  peach  trees. 


Table  26.- 


■  Emergence  of  plum-curculio  larvae  from  drops  {1  peck  per  collection) 
from  Hiley  peach  trees,  Fort  Valley,  Ga. 


m 


Date  of  collection 

Period  of  emergence 

Number 
of  larvae 

Percent- 
age of 
total 

Mayl 

May  2  to  14 

3 

35 

52 

4 

4 

3  0 

Mays .- 

May  9  to  17    . 

35.7 

May  15 

May  15  to  18 

53.1 

May  22 

May  25  to  27 

4  1 

May  29      - 

June  2  to  4 

4  1 

Total-. 

98 

100.0 

Full  bloom  occurred  on  March  29,  and  the  first  collection  of  drops 
was  made  on  May  1.  The  first  three  collections  gave  91.8  per  cent 
of  the  larvae  that  emerged  from  drops  during  the  season.  The  first 
larva  to  reach  maturity  in  drops  under  field  conditions  in  1924  emerged 
on  April  29. 


PICKING    UP    PEACH    DROPS 


The  data  presented  in  Tables  22  to  26,  inclusive,  show  that  the 
Uttle  peaches  that  begin  to  drop  to  the  ground  about  a  month  after  full 
bloom  are  usually  very  heavily  infested  with  first-generation  curculio 
larvae.  The  collection  and  destruction  of  these  drops  by  burying 
them  in  a  trench,  at  least  24  inches  below  the  surface  of  the  soil,  and 
covering  with  a  layer  of  quickhme  before  filling  in  with  soil,  or  by 
boiling  the  drops,  will  materially  reduce  the  number  of  first-generation 
adults  that  deposit  eggs  in  the  fruit  just  before  and  during  the  harvest- 
ing season,  when  two  generations  occur,  or  during  the  following  season, 
when  there  is  but  one  generation.  This  supplementary  control  meas- 
ure has  been  strongly  recommended  in  the  Georgia  peach  belt  and  has 
been  adopted  by  a  majority  of  the  growers.  The  data  show  that  three 
collections  of  drops  will  get  around  90  per  cent  of  the  larvae  that  fall 
to  the  ground  in  the  small  peaches  during  the  season.  The  first  col- 
lection should  be  made  about  one  month  after  full  bloom  or  when  there 
are  enough  drops  down  to  warrant  a  collection.  The  other  two  col- 
lections should  be  made  at  intervals  of  five  or  six  days. 

An  orchard  of  1,394  Belle  peach  trees  was  divided  into  two  equal 
plats,  and  care  exercised  in  the  division  to  avoid  subjecting  one  side 
to  a  greater  area  of  possible  curculio  hibernating  quarters  than  the 
other.  The  drops  were  collected  six  times  from  plat  1,  although  the 
last  two  collections  were  unnecessary,  and  on  plat  2  they  were  al- 
lowed to  remain  on  the  ground  throughout  the  season.  Both  plats 
were  otherwise  treated  exactly  alike.  They  received  the  spray 
applications  consisting  of  the  same  materials  on  the  same  days,  and 
the  cultivation  in  each  was  always  done  on  the  same  days. 

At  harvest  the  fruit  from  8  record  trees  in  the  center  of  each  block 
was  cut  open  to  obtain  data  on  the  curculio  infestation.  The  4,832 
ripe  peaches  from  8  trees  in  plat  1  contained  58  infested  peaches,  or 
1.2  per  cent,  whereas  the  6,182  peaches  from  8  trees  in  plat  2  had  139 
infested  peaches  or  2.2  per  cent.     An  average  of  three  crates  of  peaches 


32 


TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 


per  tree  were  harvested  from  this  orchard  in  1922.  The  picking  up 
of  drops  reduced  the  curculio  damage  nearly  one-half,  and  33  crates 
of  merchantable  fruit  per  thousand  trees  were  saved.  This  fruit,  at 
$2.25  per  crate,  was  worth  $74.25.  After  deducting  the  cost  of 
gathering  the  drops  during  the  season  ($28.80),  there  was  a  net  saving 
of  $45.45  per  thousand  trees.  This  would  be  a  net  saving  of  around 
$4.50  per  acre.  The  chief  benefit  from  the  operation,  however,  is 
that  of  preventing  the  development  of  myriads  of  adults,  and  thereby 
reducing  the  infestation  in  subsequent  peach  drops,  which  can  not 
be  computed  definitely  in  dollars  and  cents. 

The  cost  of  picking  up  drops  is  surprisingly  low  in  Georgia,  where 
cheap  negro  labor  is  used.  (PI.  6,  B.)  Much  of  the  early  opposition 
to  this  control  measure  was  based  on  the  fear  that  the  expense  would 
be  too  heavy.  Table  27  shows  that  six  collections  of  drops  were 
made  in  one  Georgia  orchard  for  2.88  cents  per  tree.  Data  on  drops 
show  that  three  collections  will  get  most  of  the  larvae  that  fall  during 
the  season.  The  last  three  collections  shown  were  not  really  neces- 
sary.    The  cost  of  the  first  three  collections  was  2.14  cents  per  tree. 

Table  27. — Cost  of  picking  up  peach  drops,  Fort  Valley,  Ga.,  1922 


Date  of  collection 


Size  of  peaches 


Quantity 

of  drops 

from  96 

trees 


Larvae 
in  drops 


Propor- 
tion of 
total 
larvae 
emerging 
from 
drops 


Cost  of 
gathering 

drops 
(per  100 

trees) 


Apr.  19 -    Small 

Apr.  24 ' do 

May  1 ;  Mostly  large. 

Mays I  Large 

May  15 ! do. 

June  5 ! do 


Baskets  i 

8 

6H 
19 
16 


Number 

397 

106 

57 

12 

57 

5 


Per  cent 

62.6 

16.7 

9.0 

1.9 

9.0 

.8 


Total. 


505/^ 


634 


100.0  I 


2.88 


1  Each  basket  held  five-eighths  of  a  bushel. 

The  very  small  peaches  that  fall  first  contain  most  of  the  larvae, 
and  the  percentage  of  infested  drops  decreases  as  the  larger  fruits  fall. 
When  negro  children  are  employed  to  pick  up  drops,  they  will 
gather  all  the  large  ones,  especially  if  they  are  paid  by  the  basket,  which 
is  not  a  good  practice,  but  frequently  leave  on  the  ground  the  small 
ones  that  are  very  likely  to  be  infested.  Care  should  be  exercised  to 
see  that  the  laborers  gather  all  the  drops.  In  one  case  36  matured 
plum-curculio  larvae  emerged  from  small  peach  drops  which  were 
collected  from  under  trees  just  after  a  commercial  gathering  had  been 
made  by  negro  laborers. 

Some  growers  have  tried  to  destroy  the  larvae  in  drops  by  submerg- 
ing them  in  water,  or  by  throwing  them  into  rivers,  ponds,  or  other 
bodies  of  water.  It  is  surprising  how  long  curculio  larvae  will  remain 
alive  in  drops  submerged  in  water.  Undoubtedly,  many  would 
escape  from  drops  floating  to  the  river  or  pond  banks. 

In  1921  the  writer  observed  that  unprotected  larvae  apparently 
could  live  for  some  time  in  water  before  being  drowned.  Sometimes 
rain  or  water  from  decaj^ing  peaches  would  collect  at  the  bottom  of 
emergence  cages,  and  larvae  that  had  been  on  top  of  this  water  for 
some  time  would  revive  when  removed  and  placed  on  soil.  One  larva 
and  one  pupa  were  placed  in  water  in  a  small  jar  in  1921  and  left  for 
24  hours;  when  removed,  both  revived  in  a  short  time. 


PLUM  CURCtJLIO  IN  THE  GEORGIA  PEACH  BELT  33 

Some  special  tests  were  conducted  in  1922  to  determine  how  long 
larvae  were  able  to  live  in  peaches  and  apples  submerged  in  water. 
Three  lots  of  peaches  and  four  lots  of  apples  containing  curculio 
larvae  were  placed  in  water  on  August  9  and  kept  submerged  for 
periods  of  18K,  24,  48,  and  72  hours.  The  results  may  be  summarized 
as  follows: 

In  peaches  submerged  18^  hours:  Four  larvae  were  removed;  all  appeared  dead 
at  first,  but  became  active  in  30  minutes;  when  placed  on  soil,  all  entered. 

In  apples  submerged  lS}i  hours:  Two  larvae  were  removed;  they  revived  and 
entered  the  soil,  but  were  not  as  active  as  those  from  peaches. 

In  peaches  submerged  24  hours:  Three  larvae  were  removed;  all  were  inactive 
at  first;  2  became  active  in  30  minutes  and  later  entered  the  soil;  1  did  not  recover. 

In  apples  submerged  24  hours:  Three  larvae  were  removed,  1  being  active  and 
2  inactive;  all  were  active  in  30  minutes;  1  larva  entered  the  soil;  2  immature 
larvae  did  not  enter  the  soil. 

In  peaches  submerged  48  hours:  Two  larvae  were  removed;  both  revived  in 
about  two  hours;  they  were  placed  on  soil,  wherg  they  remained  alive  about  two 
hours  but  never  entered. 

In  apples  submerged  48  hours:  Three  larvae  were  removed;  all  recovered  but 
did  not  enter  soil. 

In  apples  submerged  72  hours:  Three  dead  larvae  were  removed. 

Tests  were  also  conducted  in  August,  1922,  to  determine  how  long 
unprotected  larvae  and  pupae  would  remain  alive  in  water.  The 
results  were  as  follows: 

Two  larvae,  in  water  2}^  hours:  Both  appeared  dead,  but  one  became  active  in 
8  minutes  and  the  other  in  10  minutes;  they  were  placed  on  soil,  but  did  not  enter. 

Two  larvae,  in  water  18^2  hours:  One  was  dead  and  one  alive. 

Two  larvae,  in  water  20  hours:  One  was  dead  and  one  alive. 

Three  pupae,  in  water  2}^  hours:  One  was  dead  and  two  were  alive.  The  live 
ones  were  again  placed  in  the  water  and  16  hours  later  they  were  found  dead. 

Four  pupae  allowed  to  float  on  surface  of  water.  After  24  hours  all  were  alive; 
after  48  hours  1  was  dead  and  3  were  alive;  after  72  hours  3  were  alive;  after  114}^ 
hours  2  were  dead  and  1  was  alive;  after  210}^  hours  the  last  one  was  dead. 

In  1923  some  observations  were  made  on  the  length  of  time  the 
adults  could  remain  alive  in  water.  One  adult  curculio  was  noted  to  be 
alive  on  March  19  after  having  been  in  water  for  52  hours.  On 
March  19  four  other  curculio  beetles  were  placed  in  a  jar  of  water. 
At  the  end  of  26  hours,  during  6  hours  of  which  the  water  was  covered 
by  ice,  3  of  the  4  beetles  were  alive,  and  after  144  hours  these  3  were 
still  alive. 

EXPOSING    PEACH    DROPS    TO    THE    SUN 

Some  peach  growers  have  expressed  the  opinion  that  if  peach  drops 
could  be  exposed  to  the  direct  sun  rays  many  of  the  curculio  larvae 
therein  would  not  be  able  to  mature,  and  a  few  growers  have  made 
efforts  to  pull  the  drops  out  from  under  the  trees  for  exposure  to  the 
sun,  instead  of  picking  them  up  for  destruction.  This  opinion  was 
apparently  well  founded,  as  Crandall,^  of  Illinois,  showed  some  years 
ago  that  many  curculio  larvae  in  apples  were  prevented  from  maturing 
by  exposing  the  fruit  to  the  sun.  In  1924  the  writer  conducted  an 
experiment  to  determine  the  effect  of  direct  rays  of  the  sun  on  curcuho 
larvae  in  peach  drops.  On  May  1,  50  peach  drops  were  placed  in  each 
of  8  boxes,  partly  filled  with  soil,  and  exposed  to  the  direct  rays  of  the 
sun.  The  drops  in  four  boxes  were  placed  on  top  of  the  soil,  whereas 
the  drops  in  the  other  four  boxes  were  placed  about  2  inches  below  the 
soil  surface. 

«  Ceandall.  C.  S.    The  curcuuo  and  the  apple.    111.  Agr.  Expt.  Sta.  Bui.  98,  p.  467-560,  illus.  1906. 
110296—30 3 


34        TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 

Periodical  examinations  of  the  glass-bottomed  boxes  between  May  1 
and  July  27,  and  sifting  of  the  soil  on  July  27,  did  not  reveal  a  single 
larva  from  the  boxes  in  which  the  drops  were  placed  on  top  of  the  soil . 
Examinations  of  the  boxes  in  which  the  drops  had  been  buried  2  inches 
below  the  soil  surface  showed  that  some  larvae  had  left  the  drops,  and 
soil  cells  could  be  seen  against  the  glass  bottoms.  When  the  soil  was 
sifted  on  July  27  four  dead  larvae  were  found  in  these  boxes.  There 
was  no  adult  emergence  from  any  of  the  eight  boxes.  The  drops  for 
this  experiment  were  taken  from  a  lot  which  was  known  to  have  about 
20  per  cent  curculio  infestation. 

The  results  of  this  test  show  rather  definitely  that  the  direct  sun  rays 
have  a  decided  action  on  the  curculio  larvae  in  peach  drops.  Hot 
and  dry  weather  during  the  dropping  season,  especially  if  the  drops 
are  brought  out  from  under  the  trees,  perhaps  brings  about  the 
mortality  of  many  larvae  in  the  little  peaches  on  the  ground.  Of 
course,  growers  should  not*dependonthe  possibility  that  larvae  will 
be  killed  in  drops  exposed  to  the  direct  sun  rays.  .  Collecting  and 
destroying  them  is  the  sure  method  of  reducing  the  number  of  adult 
curculios  in  peach  orchards. 

UNDERSIZED      LARVAE 

During  each  of  the  four  years  undersized  larvae  were  noted  to  leave 
drops  and  when  placed  on  soil  they  would  work  their  way  into  it  as 
if  for  pupation.  No  adults  were  reared  from  these  larvae.  Quaint- 
ance  and  Jenne  *  are  of  the  opinion  that  undersized  larvae  leave  the 
fruit  on  account  of  an  unfavorable  condition  of  the  fruit,  or  on  account 
of  an  unhealthy  condition  of  the  larva  itself.  In  1924  a  careful  record 
was  kept  of  the  normal  and  undersized  larvae  that  emerged  from  peach 
drops  during  the  season.  A  total  of  4,745  larvae  left  the  fruit  between 
April  29  and  June  4;  973,  or  20.5  per  cent,  of  these  larvae  were  under- 
sized. The  percentage  of  undersized  larvae  is  perhaps  higher  during 
the  beginning  of  the  dropping  season  than  later  on. 

TIME    OCCUPIID  BY  LARVA  IN  ENTERING  SOIL 

When  the  larvae  become  full  grown  they  leave  the  host,  and  imme- 
diately upon  reaching  the  soil  they  prepare  to  enter  it  for  pupation. 
It  is  during  these  few  minutes  on  the  soil,  before  entering  it,  that 
many  larvae  are  killed  by  predacious  enemies.  Ants  ^  are  very 
numerous  in  Georgia  peach  orchards,  and  without  doubt  they  kill 
many  curculio  larvae  as  they  leave  the  fruit  to  enter  the  soil.  Ants 
have  often  been  noticed  carrying  curculio  larvae.  Many  times 
they  have  killed  hundreds  of  larvae  that  were  placed  in  pupation  or 
parasite  boxes  for  life-history  records.  The  time  required  for  the 
larvae  to  enter  the  soil  depends,  of  course,  on  the  kind  of  soil,  its 
moisture  content,  state  of  cultivation,  etc.  Thirty  observations 
were  made  on  this  point  in  1922.  Sandy  loam,  gently  packed  or  fairly 
wet,  was  used  for  these  observations,  which  showed  that  the  time 
occupied  in  entering  the  soil  ranged  from  1  to  7  minutes,  with  an 
average  of  3.12  minutes  from  the  time  that  each  larva  began  to  enter 
the  soil  until  it  was  out  of  sight. 

*  QuAiNTANCE,  A.  L.,  and  Jenne,  E.  L.    Op.  cit. 

>  Formica  rufa  var.,  Prenolepis  imparls  Say.,  Lasim  sp.,  Pheidole  sp. 


PLUM  CTJRCULIO  IN  THE  GEORGIA  PEACH  BELT  35 

EMERGENCE    OF    SECOND-GENERATION    LARVAE 

During  1921  a  record  was  taken  on  the  emergence  of  second-genera- 
tion larvae  from  peaches  in  which  first-generation  adults  had  ovi- 
posited. A  total  of  355  second-generation  larvae  emerged  from  the 
peaches  during  the  period  from  July  2  to  September  10  of  that  year. 
Of  these,  52.4  per  cent  emerged  in  July,  45.9  per  cent  in  August,  and 
1.7  per  cent  in  September.  The  Elberta  peaches  were  moving  during 
the  first  15  days  of  July. 

The  first  full-grown  second-generation  larvae  emerged  in  1921  on 
July  2,  and  in  1922  on  June  30,  whereas  the  first  full-grown  second- 
generation  larva  to  leave  the  fruit  in  1924  was  not  recorded  until 
August  4.  There  was  no  second  generation  in  the  field  in  1923,  and 
records  were  obtained  on  only  ^ye  second-generation  larvae  in  the 
insectary.  The  first  one  left  the  fruit  on  August  13,  and  the  others 
on  August  21  and  22  and  September  7  and  11.  When  a  second 
generation  of  the  plum  curculio  occurs  under  normal  conditions  in 
Georgia,  the  emergence  of  second-brood  larvae  from  the  fruit  is  much 
earlier  than  indicated  by  the  records  obtained  in  the  insectary  in  1923. 

TIME  SPENT  IN  THE  FRUIT 

No  records  are  available  for  the  length  of  time  spent  by  larvae  in 
the  fruit  in  1921.  However,  during  the  seasons  of  1922,  1923,  and 
1924  many  records  were  made  on  the  length  of  time  required  by 
plum-cure ulio  larvae  to  reach  maturity  in  the  fruit,  and  the  length  of 
the  egg  and  larval  stages  combined,  for  both  generations. 

The  average  time  for  the  first-generation  larvae  hatching  in  April, 
1922,  to  reach  maturity  in  peaches  was  21.5  days,  and  for  those  hatch- 
ing in  May,  13.3  days.  The  average  time  spent  in  the  fruit  as  egg  and 
larva  by  individuals  from  eggs  laid  in  April  was  24.5  days,  and  from 
eggs  laid  in  May,  17.8  days.  The  average  time  for  the  larvae  to  ma- 
ture during  the  season,  based  on  10  records,  was  14.9  days,  and  the 
average  time  spent  in  the  fruit  as  both  egg  and  larva  was  20.5  days. 

The  average  time  for  second-generation  larvae  to  mature  in  June, 
July,  and  August  of  1922  was  12.7  days,  based  on  six  records,  and 
the  average  time  spent  in  the  fruit  as  egg  and  larva  during  the  same 
period  was  15.5  days. 

Records  are  available  for  the  combined  second-generation  egg  and 
larval  stages  in  peaches  and  apples,  in  1922,  for  709  individuals. 
Apparently  more  time  is  required  for  curculio  larvae  to  reach  maturity 
in  apples  than  in  peaches.  The  average  time  spent  in  peaches  as 
egg  and  larva  by  individuals  from  eggs  laid  in  June  was  15.5  days  and 
from  eggs  laid  in  July,  16.7  days,  whereas  the  average  time  spent  in 
apples  by  individuals  starting  in  July  was  27  days  and  by  those  start- 
ing in  August  and  September  27.1  and  28.1  days,  respectively.  The 
average  time  spent  in  both  peaches  and  apples  by  the  egg  and  larval 
stages  of  the  second  generation  during  1922  was  20.3  days.  The 
average  period  for  the  season  in  peaches  alone  is  much  lower,  as  shown 
in  the  preceding  paragraph. 

The  average  time  spent  in  the  fruit  by  the  first-generation  larvae 
hatching  in  May,  1923,  was  15.7  days,  and  for  those  hatching  in  June, 
July,  and  August,  13.5,  12.4,  and  12.8  days,  respectively.  This  shows 
that  the  time  spent  in  the  fruit  as  larva  decreases  as  the  season 
progresses.  First-generation  larvae  became  full  grown  in  the  fruit 
in  an  average  period  of  14  days  in  1923,  based  on  157  records. 


36        TECHNICAL  BULLETIN  188,  V.  S.  DEPT.  OF  AGRICULTURE 


The  average  time  spent  in  peaches  by  the  egg  and  larval  stages 
combined  of  130  individuals  of  the  first  generation  in  1923,  from  eggs 
deposited  in  May,  June,  and  July,  was  19.1,  17.5,  and  13.5  days, 
respectively.     The  average  time  for  the  season  was  17.8  days. 

There  was  no  second  generation  of  the  curculio  in  the  field  in  1923; 
however,  records  of  six  individuals  of  the  second  generation  were 
obtained  in  the  insectary.  The  average  time  spent  in  the  fruit  by  3 
larvae  was  14.3  days  and  the  average  time  as  egg  and  larva  by  3 
other  individuals  was  14  days.  The  three  larvae  were  hatched  on 
August  11  and  24,  whereas  the  three  individuals  observed  for  egg  and 
larval  stages  combined  were  from  eggs  deposited  August  4  and  5. 
This  may  account  for  the  difference  in  the  length  of  the  larval  stage 
of  the  several  individuals.  These  records  are  too  few  to  warrant 
serious  consideration  of  this  difference. 

In  1924  the  average  time  spent  in  the  fruit  as  egg  and  larva  by 
individuals  of  the  first  generation  starting  in  May  was  17.2  days  and 
by  those  starting  in  June,  13.1  days.  The  average  time  during  the 
season  was  16  days,  based  on  109  records. 

For  individuals  of  the  second  generation  starting  in  August,  1924, 
15.2  days  were  required  for  the  egg  and  larval  stages  in  the  fruit, 
and  for  those  starting  in  September,  26.4  days.  The  average  time 
spent  as  egg  and  larva  in  the  fruit  during  the  season  was  17  days, 
based  on  57  records. 

Table  28  gives  a  summary  of  the  records  taken  during  1922, 1923,  and 
1924,  on  the  time  required  for  plum-curculio  larvae  to  reach  maturity 
in  the  fruit  and  the  time  spent  in  the  fruit  as  egg  and  larva.  The  ta- 
ble shows  that  curculio  larvae  reach  maturity  in  the  fruit  more  rapidly 
during  the  summer  months  than  during  the  spring  and  fall  months. 

Table  28. — Summary  of  time  required  for  plum-curculio  larvae  to  reach  maturity 
in  fruit  and  time  spent  in  fruit  hy  egg  and  larval  stages  combined,  Fort  Valley, 
Ga.,  1922-1924 


Time  of  hatching  or  of  egg  deposition  i 

Larval  period 

Egg  and  larval  periods 
combined 

First  gen- 
eration 

Second 
generation 

First  gen- 
eration 

Second 
generation 

1922 
April 

Days 
21.5 
13.3 

Days 

Days 
24.5 
17.8 

Days 

May . 

June-August  -  .. 

12.7 

"'""""15.5 

June ..  . 

15.5 

July 

16.7 

Do 

2  27.0 

August 

2  27.1 

September . 

2  28.1 

Average .. 

14.9 

12.7 

20.5 

3  20.3 

1923 
May 

15.7 
13.5 
12.4 
12.8 

19.1 
17.5 
13.5 

June 

July 

August 

<14.3 

4  14.0 

Average 

14.0 

<14.3 

17.8 

*  14.0 

1924 
May 

17.2 
13.1 

June ... 

August 

15.2 

September 

26.4 

Average 

16.0 

17.0 



1  Time  of  hatching  for  those  observed  for  larval  period;  time  of  egg  deposition  for  those  observed  for  egg 
and  larval  periods  combined. 

2  In  apples. 

3  In  both  apples  and  peaches;  the  average  for  individuals  in  peaches  in  June  and  July  was  about  16  days. 
♦  Records  on  only  a  few  individuals. 


PLUM  CUECtJLIO  IN  THE  GEORGIA  PEACH  BELT  37 

THE  LARVA,  PUPA,   AND   ADULT  IN  THE  SOIL 

During  the  four  years  1921  to  1924,  inclusive,  many  records  were 
taken  of  the  time  spent  in  the  soil  by  the  curculio  as  larva,  pupa 
(pi.  7,  C),  and  beetle,  or  from  the  time  that  the  larva  entered  the  soil 
for  pupation  until  the  resulting  beetle  emerged.  Data  on  both  gen- 
erations were  taken.  The  records  on  individual  specimens  were 
obtained  by  rearing  the  insect  in  vials.  Pupation  boxes  (pi.  2,  A) 
were  used  for  records  on  a  number  of  individuals  in  the  same  box. 
Plum-curculio  larvae  will  not  make  a  soil  cell  for  pupation  in  the 
presence  of  light.  In  order  to  make  conditions  favorable  for  pupation, 
the  vials  were  pushed  down  into  sand,  and  soil  was  placed  around  the 
sides  of  the  pupation  boxes,  to  prevent  any  light  from  reaching  the 
glass  bottoms.  If  any  light  was  admitted  the  soil  cells  would  not  be 
constructed  on  the  glass  bottoms,  where  the  development  of  the  insect 
could  be  observed.  Moist  sand  or  moist  sandy  loam  was  the  best 
medium  for  pupation.  Moist  sawdust,  shavings,  and  clay  have  been 
used  for  pupation,  and  while  the  larvae  made  soil  cells  in  these  mate- 
rials against  the  glass  bottoms  of  the  pupation  boxes,  they  apparently 
preferred  moist  sand  or  sandy  loam  for  pupation.  The  larvae  seem 
to  contract  within  the  larval  skin  just  before  pupating,  causing  the 
anal  end  to  be  transparent.  The  pupae  apparently  abhor  light,  as 
they  always  wiggle  violently  when  the  vials  or  pupation  boxes  are 
lifted  out  of  the  soil  to  the  light.  The  pupae  gradually  turn  yellowish 
brown  and  finally  shed  the  pupal  skin.  The  eyes  of  the  pupa  turn 
black,  and  then  the  mandibles  darken  a  few  days  before  the  skin 
begins  to  darken.  The  adults  just  after  transformation  are  yellowish 
brown,  })ut  with  age  they  darken  to  dark  brown  varied  with  gray. 

TIME    SPENT    IN    SOIL    IN    1921 

The  weather  was  exceedingly  changeable  during  the  pupation  season 
of  the  first  generation  in  1921,  and  pupation  and  adult  emergence  were 
somewhat  delayed.  Some  of  the  larvae  examined  during  the  spring 
of  1921,  after  they  had  been  in  the  soil  21  days,  showed  no  signs  of 
pupation.  When  these  larvae  were  replaced  on  top  of  the  soil  they 
readily  reentered  it.  The  first  pupa  found  in  the  field  in  1921  was 
noted  on  May  9.  On  May  11a  careful  examination  was  made  of  the 
condition  of  the  larvae  in  the  soil  under  trees  in  orchards.  This 
examination  showed  that  about  one-half  the  larvae  in  the  soil  on  that 
date  had  pupated.  The  first  pupa  in  the  insectary  in  1921  was  re- 
corded on  May  14.  This  pupa  was  found  in  an  indoor  box  in  which 
curculio  larvae  had  been  placed  on  April  15  and  17. 

Records  on  the  length  of  the  pupal  stage  of  the  first  generation  of  the 
plum  curculio  in  1921,  and  the  time  spent  in  the  soil  as  larva,  were 
taken  on  339  individuals.  The  average  time  spent  in  the  pupal  stage 
by  first-generation  individuals  entering  the  soil  in  April  and  May  was 
10.6  days.  The  average  time  spent  in  the  soil  before  pupation  by  the 
first-generation  larvae  entering  in  April  was  29.9  days,  in  May,  18.5 
days,  and  in  June  12.2  days,  with  an  average  of  25.8  days  for  the 
season.  The  time  spent  in  the  soil  as  larva  and  pupa  by  those  enter- 
ing in  April  was  38.7  days,  as  compared  with  29.6  days  for  those 
entering  in  May,  the  average  for  the  season  being  34.9  days. 

Records  taken  during  1921,  on  the  total  length  of  time  spent  in  the 
soil  by  672  individuals  of  the  first  generation  of  the  plum  curculio  in 


38        TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OP  AGRICULTURE 

the  larval,  pupal,  and  adult  stages  combined,  show  that  the  curculios 
which  entered  the  soil  as  larvae  in  April  spent  51  days  in  the  soil,  those 
entering  in  May,  36.5  days,  and  those  entering  in  June,  31.4  days, 
with  an   average  of  48.6  days  for  the  season. 

The  records  of  another  lot  of  993  curculios  of  the  first  generation 
which  entered  the  soil  as  larvae  during  April,  1921,  show  that  the 
average  time  spent  in  the  ground  by  these  individuals  was  57.7  days. 

Records  of  41  individuals  show  that  the  average  time  spent  in  the 
pupal  stage  by  the  second  generation  entering  the  soil  during  July, 
1921,  was  8.5  days,  and  for  those  entering  during  August,  8.9  days, 
with  an  average  of  8.7  days  for  the  season.  Ten  days  were  spent  in 
the  larval  stage  in  the  soil  before  pupation  by  second-generation  in- 
dividuals entering  during  July  and  August.  The  average  time  spent 
in  the  soil  as  larva  and  pupa  by  second-generation  individuals  entering 
the  soil  during  July  and  August  was  18.1  and  18.9  days,  respectively, 
with  an  average  of  18.5  days  for  the  season. 

The  length  of  time  spent  in  the  soil  during  the  1921  season  by  74 
individuals  of  the  second  generation  in  all  stages  combined  was  27.2 
days  for  those  entering  in  July,  and  27  days  for  those  entering  im 
August,  with  an  average  of  27.1  days  for  the  season. 

TIME    SPENT   IN    THE    SOIL    IN    1922 

The  first  pupa  in  1922  from  a  field  larva  was  recorded  on  May  17. 
On  May  19  two  pupae  were  recorded  from  larvae  reared  in  the  in- 
sectary.  Eleven  records  were  taken  of  the  first  generation  of  1922, 
for  the  time  spent  in  the  soil  as  larva,  pupa,  and  adult.  The  larvae 
used  in  this  study  were  hatched  in  the  in  sectary  from  eggs  deposited 
by  beetles  after  hibernation.  The  records  were  made  from  individuals 
in  vials.  The  number  of  records  is  small,  because  many  of  the  larvae 
which  were  to  be  used  in  this  study  were  killed  by  ants,  spiders,  and 
fungus,  and  some  were  undersized. 

The  average  length  of  the  pupal  stage  of  the  first  generation  in  1922 
was  9.2  days  for  those  entering  the  soil  in  May  and  6.5  days  for  those, 
entering  in  June,  7.6  days  being  the  average  for  the  period.  The; 
average  time  spent  in  the  soil  as  larva  before  pupation  was  14.2  days, 
for  those  entering  in  May  and  13  days  for  those  entering  in  June,, 
with  an  average  of  13.6  days  for  the  season.  One  record  was  made; 
of  an  individual  remaining  in  the  soil  as  a  larva  for  38  days  before, 
pupating.  The  average  time  spent  in  the  soil  as  a  beetle  after  pupa- 
tion was  15.8  days  for  those  entering  the  soil  in  May  and  6.7  days- 
for  those  entering  in  June,  with  an  average  of  11.9  days  for  the  season.. 

The  average  total  time  spent  in  the  soil  by  the  first  generation  ini 
1922  during  its  development  was  38.8  days  for  those  entering  in  May,, 
and  26,7  days  for  those  entering  in  June,  the  average  for  the  season 
being  33.6  days. 

Records  were  taken  of  the  time  spent  in  the  soil  during  the  develop- 
ment of  another  series  of  84  first-generation  individuals,  also  fromi 
eggs  deposited  in  1922  by  hibernated  adults.  The  records  were  made 
from  pupation  boxes.  Many  of  the  larvae  of  this  series  also  were 
killed  by  ants,  spiders,  and  fungus,  and  some  were  undersized.  In 
this  series,  29.2  days  were  spent  in  the  soil  by  individuals  entering  in 
May,  and  30.1  days  by  those  entering  in  June;  the  average  was  29.3 
days  for  the  season. 


I 


PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT  39 

Data  on  the  length  of  the  pupal  stage  and  the  time  spent  in  the  soil 
as  larva  and  as  adult  were  recorded  for  114  first-generation  individuals 
that  were  reared  in  vials  containing  from  1  to  1}^  inches  of  sandy  loam 
soil,  very  lightly  packed  and  kept  normally  moist.  The  larvae  for 
this  series  were  obtained  from  peach  drops  collected  in  a  commercial 
orchard.  These  records  show  that  the  average  length  of  the  pupal 
stage  was  10.8  days  for  individuals  entering  the  soil  in  May  and  6.3 
days  for  those  entering  in  June,  with  a  seasonal  average  of  10.4  days. 
An  average  period  of  14.6  days  was  spent  in  the  soil  as  larva  before 
pupation  by  those  entering  in  May  and  11.2  days  by  those  entering 
in  June,  or  an  average  of  14.3  days  for  the  season.  The  beetles  from 
larvae  entering  in  May  remained  in  the  soil  7.1  days  after  pupation, 
and  those  entering  in  June,  11.4  days,  with  a  seasonal  average  of 
7.4  days.  The  average  total  time  spent  in  the  soil  during  the  develop- 
ment was  32.6  days  for  individuals  entering  in  May  and  28.3  days 
for  those  entering  in  June;  the  average  for  the  season  was  32.3  days. 

Records  were  also  made  of  the  time  spent  in  the  soil  by  186  first- 
generation  individuals  that  were  reared  in  pupation  boxes.  The 
adult  emergence  from  some  of  the  boxes  was  very  low,  probably 
because  many  larvae  were  undersized,  and  ants  killed  a  number  of 
larvae  in  several  boxes.  In  some  of  the  boxes  about  one-half  inch 
of  sand  was  placed  in  the  bottoms,  then  the  larvae  allowed  to  enter, 
after  which  from  1  to  IK  inches  of  sandy  loam  was  placed  on  top  of 
the  sand.  In  other  boxes  sandy  loam  was  used  for  both  layers  of  soil. 
Best  results  were  obtained  from  using  sandy  loam.  The  sand  may 
account  for  the  low  emergence  in  certain  boxes.  Larvae  for  this  series 
were  also  obtained  from  peach  drops  collected  in  a  commercial 
orchard.  These  records  show  that  individuals  of  the  first  generation 
which  entered  as  larvae  in  April  spent  an  average  of  40.4  days  in  the 
soil  and  those  entering  in  May  spent  36.6  days,  or  an  average  of  38.3 
days  for  the  season. 

Table  29  gives  the  length  of  time  spent  in  the  soil  by  1,408  first- 
generation  curculios.  These  larvae  were  confined  in  parasite  boxes, 
primarily  for  records  on  curculio  parasites. 


40         TECHNICAL  BULLETIN  188,  U.  S.  DEFF.  OF  AGRICULTURE 


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PLUM  CURCtJLlO  IN  THE  GEORGIA  PEACH  BELT  41 

In  this  series  an  average  period  of  41.27  days  was  spent  in  the  soil 
by  individuals  entering  in  April  and  41.37  days  by  those  entering  in 
May,  the  average  being  41.29  days  for  the  season. 

The  first  pupa  of  the  second  generation  in  1922  was  observed  in  the 
insectary  on  July  7.  This  individual  was  reared  from  an  egg  deposited 
in  the  insectary  by  a  first-generation  female.  Observations  and 
records  show  that  the  first-generation  females  do  not  start  to  deposit 
eggs  until  10  or  12  days  after  emergence,  during  seasons  when  there  are 
two  generations.    - 

Records  were  taken  of  the  length  of  the  pupal  stage  of  the  second 
generation  in  1922  and  of  the  time  spent  in  the  soil  as  larva  and  adult. 
The  10  larvae  for  this  study  were  reared  from  eggs  deposited  by  beetles 
captured  in  the  field.  The  average  pupal  stage  was  9.8  days.  The 
average  time  spent  in  the  soil  as  larva  before  pupation  was  15.2  days, 
and  as  adult  after  pupation,  7.3  days.  The  average  total  time  spent 
in  the  soil  by  the  second  generation  in  1922  was  32  days. 
^  The  records  of  the  length  of  time  spent  in  the  soil  by  96  individuals 
of  the  second  generation,  in  all  stages  combined,  during  1922,  show 
that  the  average  time  for  individuals  entering  the  soil  during  July  was 
31.3  days.  These  individuals  were  reared  in  pupation  boxes,  and  the 
adult  emergence  was  low,  on  account  of  the  presence  of  undersized 
larvae  and  mortality  of  larvae  caused  by  ants,  spiders,  and  fungus. 

Data  on  the  length  of  the  pupal  stage  of  the  second  generation  of 
1922  and  the  time  spent  in  the  soil  as  larva  and  as  adult  were  recorded 
for  207  individuals  reared  in  individual  vials.  The  larvae  for  this 
study  were  from  eggs  deposited  by  first-generation  adults  that  were 
reared  in  the  insectary.  The  average  time  spent  in  the  pupal  stage 
by  individuals  entering  as  larvae  in  July,  August,  and  September  was 
8,  8.2,  and  9.4  days,  respectively,  and  the  average  for  the  season  was 
8.2  days.  The  time  spent  in  the  soil  as  larva  before  pupation  was 
11.6  days  for  those  entering  in  July,  9.4  days  for  those  entering  in 
August,  and  9.2  days  for  those  entering  in  September,  with  an  average 
of  10.7  days  for  the  season.  The  time  spent  in  the  soil  as  a  beetle 
before  emergence  was  6.7  days  for  those  entering  in  July,  6.8  days  for 
those  entering  in  August,  and  12.2  days  for  those  entering  in  Septem- 
ber, and  the  average  for  the  season  was  7.2  days.  The  total  time 
spent  in  the  soil  by  the  second  generation  in  19^2  was  26*3  days  for 
individuals  entering  in  July,  23.7  days  for  those  entering  in  August, 
and  29.8  days  for  those  entering  in  September,  the  average  for  the 
season  being  26.1  days. 

Records  were  taken  on  the  total  length  of  time  spent  in  the  soil  by 
82  other  individuals  of  the  second  generation  in  1922.  These  larvae 
were  reared  in  pupation  boxes,  and  were  from  eggs  deposited  by  first- 
generation  adults  that  were  reared  in  the  insectary.  The  average 
time  spent  in  the  ground  by  the  curculios  of  this  series  was  28.8  days 
for  those  entering  in  July,  29.8  days  for  those  entering  in  August,  and 
29.3  days  for  the  season. 

Several  larvae  of  a  third  generation  were  reared  in  the  insectary 
during  1922  from  eggs  deposited  by  second-generation  insectary-reared 
adults.  These  all  died  after  entering  the  soil,  except  one  individual, 
which  entered  the  soil  as  a  larva  on  September  11  and  emerged  as  a 
beetle  25  days  later. 


42        TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 

TIME    SPENT    IN    THE    SOIL    IN    1923 

The  first  pupa  of  the  1923  season  was  formed  on  May  19.  This 
individual  left  the  fruit  on  May  2  and  had  been  reared  in  a  peach  drop 
collected  in  a  commercial  peach  orchard.  Records  were  taken  on 
120  individuals  of  the  first  generation  relative  to  the  time  spent  in  the 
soil  as  larva,  pupa,  and  adult  during  1923.  The  larvae  for  this  study 
were  taken  from  peach  drops  and  confined  in  individual  vials.  The 
average  length  of  the  pupal  period  was  9.2  days  for  individuals  enter- 
ing in  May,  9.9  days  for  those  entering  in  June,  and  10.9  days  for  those 
entering  in  August,  with  an  average  of  9.7  days  for  the  season.  The 
average  time  spent  in  the  larval  stage  in  the  soil  before  pupation  was 
16.9  days  for  those  entering  in  May,  11.5  days  for  those  eittering  in 
June,  and  15.4  days  for  those  entering  in  August,  with  an  average 
of  14.4  days  for  the  season.  The  average  time  spent  in  the  soil  as 
first-generation  beetles  after  pupation  was  15.8  days  for  those  entering 
in  May,  15.3  days  for  those  entering  in  June,  5.1  days  for  those  enter- 
ing in  August,  and  13.3  days  for  the  season.  The  average  total  time 
spent  in  the  soil  during  the  development  of  first-generation  individuals 
entering  in  May,  June,  July,  and  August  was  43.4,  35.8,  31.8,  and  31.4 
days,  respectively,  the  average  for  the  season  being  37.5  days. 

The  average  total  length  of  time  spent  in  the  soil  during  the  develop- 
ment of  the  first  generation  in  1923,  by  1,471  individuals  which  were 
reared  in  pupation  boxes  containing  massed  larvae  and  entered  the 
soil  in  May,  was  37.8  days. 

If  there  was  a  second  generation  of  the  curculio  in  the  field  in  1923, 
it  was  so  small  that  it  was  of  no  importance.  The  fruit  was  all  har- 
vested before  the  first-generation  beetles  left  the  soil  in  numbers. 
Field  observations  indicated  that  only  one  generation  occurred  in  the 
field.  No  oviposition  was  recorded  in  the  insectary  from  individual 
pairs  of  the  first  generation,  but  a  few  eggs  were  taken  from  jars  in 
which  were  massed  a  number  of  first-generation  adults.  These  eggs 
made  available  several  records  on  the  pupal  stage  of  the  second  gen- 
eration and  the  time  spent  in  the  soil  as  larva  and  adult.  One  indi- 
vidual left  the  fruit  on  August  22,  spent  24  days  in  the  soil  as  larva,  9 
days  as  pupa,  and  8  days  as  beetle,  or  a  total  of  41  days.  One 
individual  entered  on  August  13  and  spent  a  total  period  of  25  days  in 
the  soil.  Another  entered  on  September  11  and  was  in  the  soil  31 
days. 

TIME    SPENT   IN    THE    SOIL    IN    1924 

The  first  pupa  of  the  season  of  1924  was  formed  on  May  28  by  an 
individual  that  left  the  fruit  on  May  1  and  had  been  reared  from  a 
peach  drop  collected  in  a  commercial  peach  orchard.  The  length  of 
the  pupal  stage  of  the  first  generation  and  the  time  spent  in  the  soil 
as  larva  and  as  adult  were  recorded  in  1924.  The  149  larvae  used 
for  this  study  were  taken  from  peach  drops  and  confined  in  individual 
vials.  The  average  length  of  the  pupat  period  of  individuals  entering 
in  May,  June,  and  July  was  9.5,  7.9,  and  8.3  days,  respectively,  and 
for  the  season  it  was  8.8  days.  The  average  time  spent  in  the  larval 
stage  in  the  soil  before  pupation  was  19.9,  9.1,  and  13.5  days,  for  those 
entering  in  May,  June,  and  July,  and  15.7  days  for  the  season.  The 
average  time  spent  in  the  soil  as  beetles  after  pupation  was  7.3,  8.3,  and 
7.3  days  for  those  entering  in  May,  June,  and  July,  and  for  the  season 
it  was  7.7.     The  average  total  time  spent  in  the  soil  during  the  develop- 


PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT        43 

ment  of  first-generation  adults  was  35.2  days  for  May  entrants,  26.6 
days  for  June  entrants,  31.9  days  for  July  entrants,  and  31.4  days 
for  the  season. 

The  total  length  of  time  spent  in  the  soil  during  the  development  of 
the  first  generation  was  recorded  for  1,076  individuals  which  were 
reared  in  pupation  boxes  containing  massed  larvae.  These  records 
can  not  be  absolutely  correct  for  the  number  of  days  from  the  time 
the  larvae  entered  the  soil  until  the  beetles  emerged,  as  the  larvae 
were  placed  in  each  pupation  box  on  several  days.  These  records 
show  that  about  42  days  were  spent  in  the  ground  during  the  develop- 
ment of  these  first-generation  individuals  which  entered  the  soil  in 
May,  1924. 

The  first  pupa  of  the  second  generation  in  1924  was  observed  in 
the  insectary  on  August  15.  This  individual  was  reared  from  an 
egg  deposited  in  the  insectary  by  a  first-generation  female. 

Forty  records  were  taken  of  the  length  of  the  pupal  stage  of  the 
second  generation  of  the  plum  curculio  in  1924,  and  of  the  time  spent 
in  the  soil  as  larva  and  adult.  The  larvae  for  these  studies  were 
reared  from  eggs  deposited  by  insect ary-reared  first-generation  adults. 
The  observations  were  made  in  individual  vials.  The  average  time 
spent  in  the  pupal  stage  was  as  follows:  Those  entering  in  August, 
9  days;  in  September,  7  days;  for  the  season,  8.7  days.  The  time 
spent  in  the  soil  as  larva  before  pupation  was  10.1  days  for  those 
entering  in  August,  16.5  days  for  those  entering  in  September,  and  16 
days  for  one  entering  in  October,  with  an  average  of  11.3  days  for  the 
season.  The  time  spent  in  the  soil  as  a  beetle  before  emergence  was 
20.5  days  for  those  entering  in  August  and  15  days  for  those  entering 
in  September,  the  average  being  20  days  for  the  season.  The  total 
time  spent  in  the  soil  by  the  second  generation  in  1924  was  32.5  days 
for  August  entrants  and  35.8  days  for  September  entrants,  with  an 
average  of  32.9  days  for  the  season. 

EFFECT  OF    MOISTURE  ON    THE    TRANSFORMATION  OF    THE    CURCULIO    IN    THE    SOIL 

In  order  to  maintain  normal  conditions  in  the  insectary  for  pupation 
the  individual  pupation  vials  and  pupation  boxes  had  to  be  moistened 
every  few  days.  This  was  apparently  necessary  for  pupation  and 
facilitated  the  escape  of  the  adults  from  the  soil.  It  was  found  that 
when  the  soil  was  allowed  to  dry  out  very  few  adults  emerged.  They 
died  either  during  pupation  or  as  adults  trying  to  escape  from  the 
hard  dry  soil.  Hence  droughts  and  dry  periods  will  prolong  the 
period  spent  in  the  soil  during  development  in  the  orchards  or  bring 
about  mortality  of  the  insects  during  pupation  or  before  the  escape 
of  the  adults.  Even  though  the  adults  appear  from  hibernation  at 
the  normal  time,  a  drought  or  dry  period  during  the  pupation  season 
of  the  first  generation  may  delay  the  emergence  of  the  adults  to  such 
an  extent  that  the  fruit  will  be  off  in  Georgia  before  a  second  generation 
can  be  produced.  This  condition  is  probably  sometimes  responsible 
for  an  occasional  single  brood  of  the  plum  curculio  per  season  in 
Georgia. 

DISKING    FOR    THE    DESTRUCTION    OF    PUPAE 

Pupation  takes  place  within  the  top  2  inches  of  soil,  although  an 
individual  may  occasionally  go  to  a  depth  of  3  inches  to  pupate. 
The  writer's  observations  indicate  that  perhaps  three-fourths  of  the 
larvae  pupate  within  the  top  inch  of  soil.     Upon  entering  the  soil 


44        TECHNICAL  BULLETIN  188,  TJ.  S.  DEPT.  OF  AGRICULTURE 


the  larvae  prepare  a  soil  cell  in  which  the  pupal  period  is  passed. 
(PL  8.)  The  pupa  of  the  curculio  is  extremely  delicate  and  tender. 
If  the  soil  cell  is  broken  while  the  insect  is  in  the  pupal  stage,  the 
pressure  and  heat  of  the  soil  will  soon  kill  it.  If  the  soil  cell  is  broken 
while  the  insect  is  still  in  the  larval  stage,  invariably  another  cell 
will  be  constructed;  however,  if  the  insect  is  in  the  pupal  stage,  the 
construction  of  a  second  cell  is  impossible. 

Disking  during  the  pupation  season  of  the  first  generation  is  there- 
fore recommended.  Pupae  not  killed  directly  by  the  pressure  and 
heat  of  the  soil  are  perhaps  frequently  killed  by  exposure  to  light  and 
sun  or  to  predacious  insects.  This  disking,  which  is  a  part  of  good* 
orchard  management,  should  lessen  the  size  of  the  second  brood  of 
''worms,"  when  two  generations  occur,  and  materially  reduce  the 
number  of  hibernating  adults  to  attack  the  next  season's  peach  crop. 
In  Georgia  the  disking  for  destruction  of  pupae  should  begin  about 
May  10  and  continue  throughout  June.  This  cultivation  should  be 
given  weekly,  if  possible,  and  to  a  depth  of  several  inches.  Special 
attention  should  be  given  to  the  disking  under  the  spread  of  the  trees, 
where  most  of  the  pupation  takes  place. 

An  experiment  was  conducted  in  1924  to  determine  the  value  of 
disking  to  prevent  the  emergence  of  adult  curculios  from  the  soil. 
Table  30  gives  the  results  of  this  experiment. 

Table  30. — Results  of  experiments  in  disking  to  prevent  the  transformation  of 
curculio  larvae  to  adults  in  the  soil,  Fort  Valley ,  Ga.,  1924 


Beetles  emerging 

Percent- 

Sou 

Number 

Date  lar- 

age of 

larvae 
trans- 
forming 

box 

of  larvae 

vae  were 

SoU  treatment 

No. 

confined 

confined 

Date 

Number 

to  beetles 

f  June  18 

1 

1 

100 

May  16 

Disked  i  at  3-day  intervals  from  May  19  to 

J  June  24 

3 

6 

July  9. 

June  25 

1 

^ 

June  27 

1 

June  19 

1 

June  20 

2 

2 

100 

...do 

Disked  •  at  6-day  intervals  from  May  22  to 

June  21 

3 

July  9.                                                               j 

i 

June  23 
June  24 
June  25 
June  26 
June  19 
June  20 

2 

7 
1 
2 
1 

4 

18 

3 

100 

...do.-_. 

Disked  i  at  9-day  intervals  from  May  25  to 

June  21 

3 

. 

.  July  9. 

June  22 
June  23 
June  24 
June  25 
June  19 
June  20 
June  21 

2 

1 
8 

• 

1 

22 

4 

100 

—do.... 

Disked  i  at  12-day  intervals  from  May  28  to  i 

June  22 

2 

24 

July  15. 

June  23 

2 

June  24 

1 

i 

June  26 

1 

Uune  27 

3 

June  19 

2 

June  20 
June  23 
June  24 

2 

7 
4 

5 

J 100 

...do Not  disturbed  Ccheck'l I 

U8 

July     1 

2 

July     2 

X 

July     5 

(») 

1  Each  disking  was  in  a  different  direction  from  the  previous  one. 

»  By  mistake  a  number  of  undersized  larvae  were  used  for  this  box,  hence  the  low  percentage  of  larvae 

transforming  to  adults.  ^ - 

I  One  parasite,  Triaspis  curctUionh. 


Tech.  Bui.  188.  U.  S.  Dept.  of  Agriculture 


PLATE  8 


•»  ,       *' 


t      ._.  "-a  ._ 


> 

Soil  Cells  of  the  plum  curculio 

\    Puna  of  the  plum  curculio  within  a  soil  cell;  B,  empty  soil  cell  made  bj'  a  larva 
'  '  before  pupation,  Fort  Valley,  Ga. 


Tech.  Bui.  188.  U.  S.  Dept.  of  Agriculture 


Plate  9 


Peach   foliage  Showing   feeding   Marks  of  the  plum   Curculios. 

Fort  valley.  Ga. 


PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT  45 

Table  30  shows  that  the  percentage  of  larvae  transforming  to 
beetles  decreased  with  the  frequency  of  the  disking.  Unfortunately 
a  number  of  undersized  larvae  which  never  transform  to  adults  were 
used  by  mistake  in  the  check  box.  Therefore  the  percentage  trans- 
forming in  disked  soil  should  not  be  compared  with  the  percentage  of 
larvae  transforming  to  beetles  in  the  check  box. 

In  1921  a  number  of  pupae  were  taken  from  their  soil  cells  and 
placed  in  loose  dry  soil;  all  of  these  died  before  transforming  to  adults. 
This  experiment  was  duplicated  at  a  later  date.  In  this  case  the 
pupae  were  taken  from  their  cells  and  placed  on  soil  in  a  jar,  and  very 
dry,  loose  soil  was  then  sprinkled  over  them.  An  examination  a  week 
later  showed  that  all  had  died. 

The  adult  curculios  just  after  emerging  are  very  soft.  They  are 
readily  mashed  when  pressed  between  the  fingers,  whereas  the  old 
beetles  break  with  a  crackle  when  crushed.  Ants  have  been  observed 
attacking  and  killing  adults  that  have  just  emerged  from  pupation 
boxes,  both  in  the  insect ary  and  out  of  doors.  Some  of  the  beetles 
are  darker  than  others  upon  emergence,  showing  that  the  period  spent 
in  the  soil  cell  as  an  adult  after  pupation  varies.  Some  of  the  newly 
emerged  adults  are  very  light  brown. 

THE  ADULT 

EMERGENCE    OF    BEETLES    DURING    THE    FOUR    YEARS 

The  first  beetle  to  leave  the  soil  in  the  insectary  in  1921  emerged 
on  May  29.  Several  pupae,  which  were  found  in  the  soil  in  an  orchard 
on  May  11,  transformed  to  adults  (pi.  7,  D)  on  May  18,  but  they  did 
not  leave  the  soil  until  the  latter  part  of  the  month.  The  new  beetles 
fed  very  freely  on  peach  foliage  and  fruit  and  on  plums  immediately 
after  emergence  and  for  some  time  before  they  started  to  oviposit. 
Copulation  sometimes  took  place  a  few  hours  after  emergence.  For 
the  purpose  of  obtaining  longevity,  oviposition,  and  other  records, 
the  beetles  were  placed  in  battery  jars,  the  bottoms  of  which  were 
covered  with  sand  for  several  inches,  and  supplied  with  food.  Moisture 
was  supplied  periodically.  Care  was  taken  not  to  keep  these  jars  too 
moist,  as  fungous  growth  will  soon  kill  the  beetles  if  the  jars  are  tco 
wet.  First-generation  beetles  emerged  from  the  soil  in  large  numbers 
during  the  period  June  6  to  15  in  1921. 

The  first  adult  of  the  second  generation  in  1921  emerged  on  August 
12  from  a  larva  that  reached  maturity  in  a  peach  on  July  14.  The 
peach  crop  had  been  harvested  before  the  second-generation  adults 
started  to  emerge.  They  were  supplied  with  apple  fruit  for  food  and 
fed  readily  upon  it.  Apples  were  also  used  to  some  excent  for  obtain- 
ing second-generation  oviposition  and  larval  records.  The  larvae 
developed  in  apples  appeared  as  normal  and  as  well  matured  as  those 
developed  in  peaches;  however,  a  longer  time  is  required  for  a  larva 
to  reach  maturity  in  an  apple  than  in  a  peach.  When  foliage  and  fruit 
are  placed  in  the  jars  the  adults  feed  on  both.  They  appear  to  use  the 
foliage  to  rest  under  and  upon  as  much  as  for  food.  The  feeding  on 
peach  fohage  is  usually  between  the  midrib  and  the  margin,  where 
irregular,  usually  circular-shaped  holes  are  eaten  out.  (PL  9.)  Fruit 
feeding  is  usually  around  where  the  fruit  comes  in  contact  with  the 
resting  surface,  or  on  the  upper  side.  The  sides  are  seldom  eaten, 
especially  if  apples  are  used  for  food,    The  smooth  skin  affords  inad- 


46        TECHNICAL  BULLETIN  188,  U.  S.  DEFT.  OF  AGRICULTURE 

equate  footing  for  side  feeding.    Much  apple  feeding  is  done  on  top 
of  the  fruit  at  the  calyx  or  stem  end. 

None  of  the  second-generation  beetles  oviposited  in  1921,  nor  was 
any  copulation  of  these  beetles  noted. 

A  few  notes  were  made  on  stridulation  of  the  curculio  in  1921.  A 
beetle  that  was  audibly  and  violently  stridulating  was  placed  under 
the  binocular  microscope  on  its  back.  The  beetle  was  in  a  typical 
sullen  position,  but  the  stridulation  continued.  The  abdomen  was 
observed  to  contract  and  expand  very  rapidly,  while  the  rest  of  the 
body  remained  motionless.  This  was  noted  with  several  individuals. 
Beetles  on  their  backs  frequently  move  the  tarsi  up  and  down  con- 
tinually, but  apparently  this  has  no  relation  to  stridulation. 

The  first  adult  of  the  first  generation  to  leave  the  soil  in  1922 
emerged  on  May  29.  On  May  25  some  fresh,  reddish,  new-looking 
adults  were  captured  in  the  orchards.  In  all  probabihty  these  were 
first-generation  adults.  The  first  pupa  to  transform  to  an  adult  in 
the  insectary  was  noted  on  May  27. 

For  several  days  after  emergence  the  newly  emerged  beetles  appar- 
ently prefer  fresh  green  peach  foliage  to  fruit  for  food,  as  the  foliage 
was  usually  riddled  with  feeding  holes  during  that  period,  whereas 
there  was  not  much  feeding  on  the  fruit.  On  June  15,  18  days  after 
the  first-generation  beetles  started  to  emerge,  no  copulation  had  taken 
place.  The  insects  were  observed  for  copulation  at  10.30  p.  m.,  but 
at  that  time  they  were  all  inactive.  On  the  next  night  another  exam- 
ination was  made  when  one  pair  was  observed  in  copulation,  the  first 
to  be  recorded.  At  3.30  a.  m.  on  June  17  another  examination  was 
made,  and  all  of  the  beetles  were  found  to  be  inactive  at  that  time  of 
the  morning. 

An  interesting  note  was  made  in  1922  on  the  development  of  a 
curculio.  For  four  days  a  larva  from  a  peach  drop  existed  without 
soil  in  which  to  form  a  cell.  As  it  finally  transformed  to  the  adult 
stage,  there  was  full  development  of  the  head  and  legs,  but  the 
abdomen  and  wing  covers  never  fully  developed. 

The  first  adult  of  the  second  generation  to  emerge  from  the  soil  in 
1922  issued  on  July  27.  This  individual  transformed  to  an  adult  in 
the  pupal  cell  on  July  22.  The  second-generation  adults  deposited  a 
few  third-generation  eggs  in  1922. 

The  only  adult  of  the  third  generation  to  emerge  from  the  soil  in 
1922  issued  on  October  7.  This  individual  w^as  reared  from  an  egg 
deposited  on  August  18  and  hatched  on  x^ugust  22,  when  it  entered 
a  peach.  It  reached  maturity  in  the  peach  on  September  11,  when 
it  left  the  fruit  and  entered  the  soil.  It  had  transformed  to  a  beetle 
in  the  soil  by  October  6  and  emerged  the  following  day. 

Adult  curculios  were  scarce  in  well-sprayed  orchards  at  the  close 
of  the  1922  season.  It  was  necessary  to  jar  for  16  mornings  during 
the  latter  part  of  September,  in  orchards  that  had  been  sprayed,  in 
order  to  capture  2,400  beetles  for  hibernation  studies.  Of  course, 
some  of  the  beetles  may  have  gone  into  hibernation  by  that  time,  but 
the  thorough  spraying  was  largely  responsible  for  their  scarcity. 

The  first-generation  adults  were  late  emerging  from  the  soil  in 
1923.  The  first  emergence  was  not  recorded  until  June  7.  The 
first  transformation  to  the  adult  in  the  soil  was  noted  on  June  4. 
Fresh,  clean,  bright-colored  adults  of  the  first  generation  were 
captured  in  the  field  on  June  8. 


PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT        47 

Only  three  adults  of  the  second  generation  were  reared  in  the 
insectary  in  1923.  These  emerged  on  September  7,  October  2  and 
12.  On  account  of  the  lateness  of  the  emergence  of  first-generation 
adults  in  1923,  few,  if  any,  second-generation  adults  occurred  in  the 
field. 

On  June  8  the  first  adult  of  the  1924  season  emerged  from  the 
soil.  On  June  10  many  adults  of  the  first  generation  were  taken  in 
the  field.  They  could  be  readily  distinguished  from  the  overwintered 
beetles  by  their  bright  color  and  their  clean  fresh  appearance.  The 
number  of  adults  captured  in  the  orchard  jarred  on  June  10  was  76, 
as  compared  with  19  the  week  before.  On  June  19  the  first  pair  of 
first-generation  adults  was  taken  in  copulation. 

Notes  were  taken  in  1924  on  the  effect  of  the  sun  on  recently 
emerged  adults,  and  on  the  effect  of  dry  soil  on  the  escape  of  the 
adults  from  the  soil  after  pupation.  All  of  the  beetles  in  three  bat- 
tery jars,  supplied  with  a  little  foliage  for  food  and  shade,  were 
dead  after  the  battery  jars  had  stood  in  the  direct  sun  rays  for  a  week. 
A  number  of  adults  died  in  the  soil  after  transformation,  unable  to 
escape  on  account  of  the  hard,  dry  soil.  No  water  was  added  to  the 
soil  after  these  individuals  pupated. 

Even  though  the  first-generation  adults  were  as  late  leaving  the 
soil  in  1924  as  in  1923,  a  sizable  second  generation  occurred  in  1924. 
In  all  probability  this  was  due  to  the  lateness  of  the  peach-harvesting 
season,  which  was  about  two  weeks  later  than  in  1923.  The  first 
adult  of  the  second  generation  emerged  from  the  soil  on  August  24 
in  1924.  The  heaviest  emergence  was  during  September  and  October, 
which  was  later  than  the  heaviest  emergence  during  1921  and  1922, 
the  other  years  when  two  generations  occurred. 

The  hibernated  beetles  appeared  in  the  orchards  earher  in  1923 
than  in  1924  on  account  of  the  earlier  season;  and  the  first-generation 
adults  would  have  emerged  correspondingly  earlier  in  1923,  if  con- 
ditions had  been  more  favorable  during  tjfie  transformation  period 
in  the  soil.  In  all  probability  two  broods  of  larvae  would  have  then 
occurred  before  the  close  of  the  1923  peach-harvesting  season.  As 
the  fruit  crop  developed  and  matured  more  normally  after  full  bloom 
in  1923  than  did  the  crop  of  first-generation  curculio  adults,  the 
fruit  was  off  before  a  second  brood  was  produced. 

Table  31  gives  a  record  of  the  emergence  from  the  soil  of  first- 
generation  adults  during  the  years  1921  to  1924,  inclusive. 


48        TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  31. — Emergence  from  the  soil  of  first-generation  plum-curculio  beetles  at 

Fort  Valley,  Ga.,  1921-1924 


Date  of 

Beetles  emerging  during— 

Date  of 
emergence 

Beetles  emerging  during— 

emergence 

1921 

1922 

1923 

1924 

1921 

1922 

1923 

1924 

May  29 

^ 

July  13 

2 

13 
2 

1 

May  30 

2 
4 

July  14 

1 

j^aySl          

13 

July  15 

1 

1 

July  16 

Total 

6 

17 

July  17 

Jiilv  18 

1 

June  1 

11 

16 

41 

59 

60 

106 

106 

151 

167 

137 

169 

214 

127 

90 

72 

46 

19 

7 

5 

12 

14 

26 

21 

8 

5 

1 

4 

5 

10 
12 

10 

24 

32 

37 

89 

130 

165 

239 

178 

160 

159 

126 

89 

42 

43 

37 

20 

15 

28 

18 

17 

12 

8 

9 

9 

7 

6 

10 

6 

3 

July  20. 

June  2 

July  21 

1 

Junes 

July  22 

■  '  ■ 

1 

July23 

2 
2 
2 

1 
6 

July  24 

5 

July  25 

5 

June  7 

3 

6 

69 

90 

161 

152 

201 

140 

131 

58 

84 

43 

22 

14 

20 

86 

29 

11 

6 

20 

10 

2 

5 

1 

2 

3 
4 

7 

9 

25 

62 

75 

77 

105 

93 

47 

35 

103 

174 

141 

62 

40 

10 

18 

12 

July  26 

June  8 

July  27 

1 

June  9 

July  28 

2 

1 

June  10 

July  29 .- 

1 

July  30 

2 

July  31 

1 

Tii-nn    11 

Total 

Aug.  2 

June  14    

21 

19 

174 

72 

Tiina    1  K 

June  16 

3 

June  17 

Aug.  3             

1 

June  18 

Aug.  4 

3 

June  19 

Aug.  5    .. 

1 

June  20          -  -- 

Aug.  7 

4 

June  21           

Aug.  8.-. 

1 

1 

Aug.  10 

June  23    

Aug.  11 

1 

June  24 

Aug  17 

1 

June  25 

Aug,  18 

1 

June  26 

Aug.  19 

2 

June  27 

Aug.  21 

10 

June  28 

Aug.  23        

2 

June  29 

Aug.  25  -     

1 

1 

June  30          

Aug.  27 

2 

Ane  28 

1 

Total .- 

1,721 

1,728 

1,364 

1,103 

Aug.  29 

3 

Aug  30 

1 

4 
4 
4 
5 

3 
1 

1 
1 
2 
2 

1 
1 

31' 

3 

9 

8 

3 
10 

g' 

3 
37 
11 

10 
10 
6 
2 
6 
3 
6 
4 
2 
2 
2 

Total 

July  2 

3 

5 

32 

Tnlxr   0 

Sept.l       

July  4 

1 

1 
4 
2 
7 
1 

2 

July  5        .    -.- 

Sept.  2 

1 

Ji)lv6    

2 

2 

Sept.  3- 

July7 

Sept.  5 

July8 

Sept,  8 

July  9 

Sept  26 

TnlA7  in 

1 

Total 

July  11 

16 

3 

July  12 

Beetles  emerging  during— 

Period  of  emergence 

1921 

1922 

1923 

1924 

Number 

Percent- 
age 

Number 

Percent- 
age 

Number 

Percent- 
age 

Number 

Percent- 
age 

May 

6 

1,721 

21 

0.3 

98.5 

1.2 

17 

1,728 

19 

3 

0.9 

97.8 

1.1 

.2 

June -  -  .  - 

1,364 

174 

5 

16 

87.5 

11.2 

.3 

1.0 

1,103 

72 

32 

3 

91.2 

July 

6.0 

August 

2.6 

September 

.2 

100.0 

Total 

1,748 

1,767 

100.0 

.     1, 559 

100.0 

1,210 

100.0 

PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT 


49 


June  is  the  month  of  heaviest  emergence  of  first-generation  adults. 
In  1921  and  1922,  when  two  large  second  generations  occurred,  98.5 
per  cent  of  the  first-generation  beetles  emerged  during  the  month  of 
June.  In  1923,  when  the  insect  was  single-brooded,  87.5  per  cent 
emerged  during  Jime,  and  11  per  cent  emerged  during  July.  In  1924, 
91  per  cent  emerged  during  June.  The  peach  season  was  late  in  1924, 
and  two  generations  of  the  curculio  occurred. 

Table  32  gives  a  record  of  the  emergence  from  the  soil  of  second- 
generation  adults  during  the  years  1921  to  1924,  inclusive. 

Table  32. — Emergence  from  the  soil  of  second-generation  plum-cur culio  beetles  at 
Fort  Valley,  Ga.,  1921-1924 


Date  of  emer- 

Beetles emerging  during— 

Date  of  ( 

jmer- 

Beetles  emerging  during— 

gence 

1921 

1922 

1923 

1924 

gence 

1921 

1922 

1923 

1924 

July  27 

1 
1 
5 
1 
8 

Sept.  2 

2 
4 
4 
4 
3 
4 
3 
1 
3 

6 

July  28 

Sept.  3  - 

July  29 

Sept,  4 -- 

1 
3 
1 
1 
5 
6 
5 
3 
1 
1 

\ 

4 
2 
2 

1 

July  30        -.--.- 

Sept.  5 

July  31 

Sept.  6 

3 

Rpnf    7 

1 

Total 

16 

Sept.  8 

Sept.  9 

Aug.  1 

14 

12 

6 

8 

9 

1 

2 

15 

4 

18 

13 

20 

17 

18 

7 

1 

6 

4 

3 

11 

9 

6 

6 

7 

9 

4 

4 

9 

10 

2 

Sept.  10  - 

Aug.  2 

Sept. 11. _  

Aug.  3 

Sept.  12 

4 

1 

Aug. 4 

Sept.  13-   

Aug.  5 

Sept.  14 

Aug.  6— 

Sept.  15 

Aug.  7 

Sept.  16 

Aug.  8 

Sept.  17 

5 

Aug.  9.            

Sept.  18 

3 

Aug.  10 

Sept. 19 

2 

Aug.  11 

Sept. 20.-      -  . 

2 
3 
3 
1 
4 
3 
3 
3 

1 

Aug.  12 

1 

Sept. 21 

Aug.  14 

Sept,  22 

2 

Aug.  15 

1 
1 
2 
7 
5 
2 
2 
5 
1 
3 

Sept  23 

Aug,  16 

Sept  25 

Aug.  17 

Sept. 27 

Aug.  18 

Sept,  28 

Aug.  19 

Sept.  29 

3 

Aug  20 



Total 

Oct  2 

Aug.  21 

33 

71 

1 

21 

- 

Aug.  23 

1 
8 
2 

1 

1 

Aug.  24            .  . 

1 

Oct,  4 

1 

Aug,  25 

Oct.  5 

Aug.  26 

3 
2 

1 
3 

1 

Oct.  7 

1 

Aug.  27 

Oct.8- 

10 

Aug.  28 

1 

Oct  9 

1 

Aug,  29 

Oct  11 

1 

1 

Aug.  30  _- 

Oct,  12 

1 

Aug.  31 

Oct,  20 

3 
3 

Oct  24 

Total 

40 

255 

2 

Tot 

al 

12 

2 

15 

Sept.  1 

1 

6 

Beetles  emerging  during— 

Period  of  emergence 

1921 

1922 

1923 

1924 

Number 

Percent- 
age 

Number 

Percent- 
age 

Number 

Percent- 
age 

Number 

Percent- 
age 

July 

16 

255 

71 

12 

4.5 
72.0 
20.1 

3,4 

August 

40 
33 

54.8 
45.2 

21 
15 

5.2 

September 

1 
2 

33.3 
66.7 

55.3 

October 

38.5 

Total  

73 

100.0 

354 

100.0 

3 

100.0 

38 

100.0 

110296—30- 


50        TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OP  AGRICULTURE 

In  1921,  when  two  full  generations  occurred,  55  per  cent  of  the 
second-generation  adults  emerged  in  August  and  45  per  cent  in  Sep- 
tember. In  1922,  when  two  full  generations  and  several  individuals 
of  a  third  generation  occurred,  72  per  cent  of  the  second-generation 
adults  emerged  in  August  and  20  per  cent  in  September.  A  few 
emerged  in  July  and  October.  Three  individuals  of  a  second  genera- 
tion were  reared  in  the  insectary  in  1923,  when  the  insect  was  single- 
brooded  in  the  field;  one  of  them  emerged  in  September  and  two  in 
October.  In  1924,  when  the  peach  season  was  late,  and  when  two 
generations  of  the  curculio  occurred,  only  5  per  cent  of  the  second- 
generation  adults  emerged  in  August,  55  per  cent  in  September,  and 
40  per  cent  in  October. 

LONGEVITY  OF  ADULT  CURCULIOS 

Many  records  were  made  during  the  four  years  on  the  longevity  of 
the  beetles  captured  in  the  field  and  of  the  first  and  second  generation 
beetles  reared  in  the  insectary.  The  longest  longevity  record  ob- 
tained was  that  of  an  individual  of  the  second  generation  of  1922, 
which  lived  through  two  winters.  It  copulated  with  an  individual 
of  the  second  1922  generation  on  March  16,  1923,  and  deposited  eggs 
during  1923.  The  male  of  this  pair  died  on  August  30,  1923,  whereas 
the  female  lived  to  June  16,  1924. 

Table  33  gives  a  summarized  record  of  the  longevity  of  the  adult 
beetles  captured  in  the  orchard  by  jarring  during  the  1921  season. 

Table  33. — Summary  of  longevity  records  of  plum  curculios  captured  in  orchard 
by  jarring  during  1921  at  Fort  Valley,  Ga. 


II 

Number  of  beetles  alive  on— 

Percentage  of  beetles  dying  during— 

Percentage   of 
beetles     en- 
tering hiber- 
nation 

Time  of  capture 

< 

CO 
>> 

(A 

a 

1 

1 

"3 

3 
< 

r 

1 
1 

O 

March 

100 
468 
195 
885 
300 
14 

39 
176 

29 
88 
153 

23 

58 

75 

724 

20 

37 

46 

501 

260 

15 

13 

34 

371 

2131 

13 

12 

5 

10 

197 

84 

7 

11 

4 

9 

160 

81 

7 

61.0 
62.4 

10.0 
18.8 
21.5 

6.0 

6.4 

40.0 

18.2 

3.0 
4.5 
14.9 
25.2 
13.3 

5.0 
5.1 
6.2 
14.7 
243.0 
7.1 

3.0 
L7 
12.3 
19.6 
15.7 
42.9 

LO 
.2 

.5 
4.2 
1.0 

11.0 

April 

.9 

May 

4.6 

June 

18.1 

July 

27.0 

August 

50.0 

1  All  live  beetles  placed  in  hibernation  on  Oct.  6. 
»  A  number  died  as  a  result  of  fungus  in  jar. 

Table  33  shows  that  most  of  the  beetles  captured  in  the  orchard 
during  March,  April,  and  May  died  before  fall.  Very  few,  if  any,  of 
the  beetles  that  entered  hibernation  from  the  collections  of  these  three 
months  survived  the  following  winter.  By  June,  first-generation 
beetles  of  the  current  season  were  being  captured  in  the  orchards  and 
18.1  per  cent  of  the  beetles  taken  in  June,  27  per  cent  of  those  cap- 
tured in  July,  and  50  per  cent  of  those  captured  in  August  went  into 
hibernation  in  the  fall.  The  few  beetles  that  were  ahve  in  July  from 
the  collection  of  March  21  appeared  to  be  as  active  as  the  first-genera- 
tion beetles. 

-  An  experiment  was  conducted  in  1921  to  ascertain  how  long  adult 
curculios  could  survive  without  food.  This  experiment  was  con- 
ducted with  30  beetles,  15  of  which  were  confined  without  food  on 
August  10  and  15  without  food  on  August  26.  Table  34  gives  the 
results  of  this  experiment. 


PLUM  CUBCTJLIO  IN  THE  GEORGIA  PEACH  BELT 


51 


Table  34. — Longevity  of  plum-curculio  beetles  confined  without  food,  Fort  Valley^ 

Ga.,  1921 


15 
15 

15 
15 

Number  of  beetles  alive  on— 

Date  collected  and 
confined 

< 

5 

to 

5 

§3 

3 
< 

5 

bi) 

3 

< 

bc 

3 
< 

C4 

i 

i 

00 

eo 

i 

i-H 

1 

A  nor     in 

15 

8 

6 

4 

3 

2 

1 
15 

0 
10 

4 

4 

3 

2 

1 

J 

Percentage  of  beetles  dying  in  specified  number  of  days  from  confinement 

3 

6 

7 

9 

11 

12 

13 

14 

16 

18    i    19 

20 

22 

23 

Aug.  10 

0.0 
0.0 

46.6 

"33.'3' 

13.3 

'40."o' 

13.3 

"o.'o' 

6.7 

6.7 

'  6.7 

6.7   

6  7 

Aug.  26 

6.7 

6.7 

In  1922  longevity  records  were  taken  on  beetles  captured  in  the 
orchard  by  jarring  during  the  season  and  on  both  first  and  second 
generation  beetles  reared  in  the  insect ary.     (Table  35.) 

Table  35, — Summary  of  longevity  records  of  plum  curculios  captured  in  orchard 
by  jarring  during  1922  at  Fort  Valley,  Ga. 


Num- 
ber 
of 

bee- 
tles 
cap- 
tured 

Number  of  beetles  alive  on— 

Percentage  of  beetles  dying  during— 

Per 

cent- 

Time  of 
capture 

Apr. 
30 

May 
31 

June 
30 

July 
31 

Aug. 
31 

Sept. 
14  1 

April 

May 

June 

July 

Au- 
gust 

Sep- 
tem- 
ber 

age  of 
beetles 
enter- 
ing 
hiber- 
nation 

March 

100 

514 

457 

1,112 

55 
380 

1 

33 

334 

0 

0 

54 

631 

45.0 
26.1 

54.0 
67.5 
26.9 

LO 

6.4 

61.3 

43.3 

April 

May 

June 

14 
»223 

2 
47 

2 
46 

8.8 
2  36.7 

2.6 
15.8 

"o."i" 

0.4 
4.1 

»  All  live  beetles  placed  in  hibernation  on  Sept.  14. 
2  A  number  killed  by  fungus  in  jar. 

The  beetles  taken  in  the  orchards  during  March  and  April  died 
before  July;  these  were  all  beetles  that  had  hibernated.  Only 
0.4  per  cent  of  those  captured  during  May  entered  hibernation  in 
the  fall;  most  of  these,  if  not  all,  were  also  hibernated  beetles.  Of 
the  beetles  captured  during  June,  4.1  per  cent  entered  hibernation; 
some  of  these  may  have  been  of  the  first  generation  of  1922. 

The  longevity  records  of  1,530  first-generation  adult  curculios  that 
were  reared  in  the  insectary  during  1922  may  be  summarized  as 
follows:  Of  the  13  beetles  that  emerged  late  in  May,  6  beetles  (46.2 
per  cent)  died  during  June,  and  7  beetles  (53.8  per  cent),  alive  on 
September  27,  were  placed  in  hibernation.  Of  the  1,517  beetles 
that  emerged  in  June,  1,461  were  alive  on  June  30,  1,418  on  July  31, 
1,151  on  August  31,  and  1,045,  alive  on  September  27,  were  placed 
in  hibernation.  The  percentages  that  died  during  June,  July, 
August,  and  September  were  3.7,  2.8,  17.6,  and  7,  respectively,  and 
68.9  per  cent  entered  hibernation. 

Table  36  gives  the  records  of  longevity  of  second-generation  adult 
curcuhos  that  were  reared  in  the  insectary  during  1922. 


52        TECHNICAL  BULLETIN  188,  TJ.  S.  DEFP.  OF  AGRICULTURE 


Table  36. — Longevity  of  second-generation  plum  curculios  reared  in  the  insectary 
during  1922  at  Fort  Valley,  Ga. 


Time  of  emergence 

Number 
of  beetles 

Number  of  beetles 
alive  on— 

Percentage  of  bee- 
tles dying  during— 

Percent- 
age of  bee- 
tles enter- 
ing hiber- 
nation 

Aug.  31 

Sept.  27  J 

August 

Septem- 

July  27  to  Aug.  3      

16 
31 
45 
28 
36 

15 
29 
45 
27 
36 

13 
28 
43 
26 
34 

6.2 
6.5 
0.0 
3.6 
0.0 

12.5 
3.2 
4.4 
3.6 
6.6 

813 

Aug.  4  to  11        

90  3 

Aug.  12  to  19.. 

95  6 

Aug.  20  to  25 - 

92.8 

Aug.  26  to  31— 

04.4 

Total              

156 

152 

144 

2.6 

5.1 

92  3 

Sept.  1  to  10    

28 
16 
10 

25 
16 
10 

10.7 
0.0 
0.0 

89  3 

Sept.  11  to  20 

100  0 

Sept.  21  to  27 

100  0 

Total              .... 

54 

61 

5.6 

94  4 

*  All  live  beetles  placed  in  hibernation  on  Sept.  27. 

In  1923  longevity  records  were  taken  on  the  beetles  captured  in  the 
orchard  by  jarring  during  the  season,  on  those  reared  in  the  insectary, 
and  on  the  first  and  second  generation  beetles  of  1922  that  emerged 
from  hibernation.  As  there  was  no  second  generation  in  1923,  no 
longevity  records  are  available  for  that  generation. 

Table  37  gives  a  summary  of  the  longevity  records  of  adult  beetles 
captured  in  the  orchard  by  jarring.  All  of  the  beetles  captured  dur- 
ing March,  April,  and  May  had  overwintered.  The  majority  of 
those  taken  during  June,  July,  and  August  entered  hibernation. 

Table  37. — Summary  of  longevity  records  of  plum  curculios  captured  in  orchard 
by  jarring  during  1923  at  Fort  Valley,  Ga. 


Num- 
ber of 
bee- 
tles 

Number  of  beetles  alive  on  — 

Percentage  of  beetles  dying  during  — 

Percent- 
age of 

Time  of 
capture 

Mar. 
31 

Apr. 
30 

May 
31 

June 
30 

July 
31 

Aug. 
301 

March 

April 

May 

June 

July 

Au- 
gust 

beetles 
entering 
hiberna- 
tion 

in 

85 
476 

61 
261 
168 

13 

82 

66 
>369 

63 

3  164 

33 

21 

97 

7 

241 

0 
14 

0 
196 
147 

...... 

3.5 

18.9 
»22.5 

3.5 
343.1 
45.^9 

49.4 

14,1 

42.6 

7.7 

24.7 
17.4 
11.5 
17.2 
12.5 

"o.'e" 

"3.8 
13.1 

0.0 
2.3 
0  0 

June 

186 

125 

13 

71  3 

July 

74  4 

August 

100  0 

'  All  live  beetles  placed  in  hibernation  on  Aug.  30. 

^  Some  beetles  had  been  feeding  in  orchard  that  was  sprayed  on  Apr.  3. 

3  Some  beetles  had  been  feeding  in  orchard  that  was  sprayed  for  the  second  time  on  Apr.  21. 

Table  38  gives  a  summary  of  the  longevity  records  of  first-genera- 
tion adults  that  were  reared  in  the  insectary  during  1923.  Most  of 
these  entered  hibernation. 

Table  38. — Summary  of  longevity  records  of  first-generation  plum  curculios  reared 
in  the  insectary  during  1923  at  Fort  Valley,  Ga. 


Time  of  emergence 

Number 
of  beetles 

Number  of  beetles  alive  on— 

Percentage  of  beetles  dying 
during— 

Percent- 
age of 
beetles 

June  30 

1 
July  31     Aug.  30  i 

June 

July 

August 

entering 
hiberna- 
tion 

June 

1,036 
133 

1.007 

860             783 
100               90 

2.8 

14.2 
24.8 

7.4 
7.5 

75.6 
67,7 

July 

1  All  live  beetles  placed  in  hibernation  on  Aug.  30. 


Table  39  gives  a  summary  of  the  longevity  records  during  1923  of 
curculios  reared  in  the  insectary  in  1922, 


PLUM  CTTECTJLIO  IN  THE  GEORGIA  PEACH  BELT 


53 


Table  39 

. — Longevity  of  plum  curculios  of  1922  that  appeared  from  hibernation  in 
1923  at  Fort  Valley,  Ga. 

Time  of 
appearance 

i 

o 

1 

Number  of  beetles  alive 
on — 

Percentage  of  beetles  dying 
during— 

of  boo- 
ing hi- 
the 
nter 

Generation 
of  1922 

CO 

U 

K 
< 

CO 

1 

CO 

CO 

< 

1 
< 

i 

•-> 

>> 

1 

Percentage 
ties  enter 
bernation 
second  w 

First 

Do 

Second 

March 

April 

March  and 
April. 

118 
84 
21 

116 

99 

77 
21 

58 
59 
16 

20 
30 
12 

10 
4 
9 

9 
2 

7 

1.7 

14.4 
8.3 

34.7 
21.4 
23.8 

32,2 
34.5 
19.1 

8.5 
31.0 
14.3 

0.9 
2.4 

9.5 

7.6 
2.4 
33  3 

»  All  live  beetles  placed  in  hibernation  on  Aug.  31. 

These  records  show  that  some  of  the  first-generation  beetles  of 
1922  entered  hibernation  the  second  winter.  However,  none  of  these 
individuals  survived  the  second  winter. 

Of  the  second-generation  beetles  of  1922  that  appeared  from 
hibernation  during  March  and  April,  1923,  33.3  per  cent  entered 
hibernation  the  second  winter.  One  female  survived  the  second 
winter  and  lived  nearly  two  years.  This  individual  deposited  eggs 
during  1923,  but  no  eggs  were  recorded  from  it  in  1922  or  1924. 

Longevity  records  are  available  for  1924  on  the  first-generation 
adults  reared  in  the  insectary  that  year,  and  on  the  first-generation 
beetles  of  1923  that  emerged  from  hibernation  in  1924. 

Table  40  gives  a  summary  of  the  longevity  records  of  the  first- 
generation  adults  that  were  reared  in  the  insectary  during  1924. 
Most  of  them  entered  hibernation. 

Table  40. — Summary  of  longevity  records  of  first-generation  plum  curculios  reared 
in  the  insectary  during  1924  (^^  Fort  Valley,  Ga. 


Time  of  emergence 

Num- 
ber of 
beetles 

Number  of  beetles  alive  on— 

Percentage  of  beetles  dying 
during— 

Percent- 
age of 
beetles 

June  30 

July  31 

Aug.  31 

Se^pt. 

June 

July 

August 

Sep- 
tember 

entering 
hiberna- 
tion 

June 

939 
73 

897 

786 
63 

737 
60 

706 
55 

4.5 

n.8 

13.7 

5.2 
4.1 

3.3 

6.9 

75.2 

July 

75.3 

1  All  live  beetles  placed  in  hibernation  on  Sept.  15. 


Table  41  gives  a  summary  of  the  longevity  records  during  1924  of 
first-generation  adults  that  were  reared  in  the  insectary  in  1923. 


Table  41 

— Longevity  of  first-generation  plum  curculios  of  1923  that  appeared  from 
hibernation  in  1924  o,l  Port  Valley,  Ga. 

1 

z 

Number  of  beetles  alive  on— 

Percentage  of  beetles  dying  during— 

m 

Time  of 
appearance 

CO 

i 

< 

CO 

3 

J3 
< 

i 

1 

1 
< 

t-» 

3 

< 

1 
1 

Percentage  of 
ties  enterin 
bernation  se 
winter 

March 

30 
95 
20 

29 

14 

78 

4 

n 

3.3 

60.0 
17.9 

33.4 
25.3 
25.0 

13.3 
5L6 
25.0 

i 

0  0 

April 

May 

54       6 
15     10 

1 
5 

1 
0 

1 

4.2 
25.0 

0.0     6.0 

25.0  ' 

1.0 
0.0 

. 

I  All  live  beetles  placed  in  hibernation  on  Sept.  30. 


54         TECHNICAL  BULLETIN  188,  U.  S.  DEFT.  OF  AGRICULTUKE 


HIBERNATION 


Many  observations  on  the  hibernating  habits  of  the  plum  curculio 
in  Georgia  were  made  during  the  four  years  that  this  insect  was 
studied.  Their  favorite  hibernating  quarters  are  leaves,  sticks,  trash, 
etc.,  along  the  edges  of  woodlands  adjoining  or  near  the  peach  orchard. 
Bermuda  and  other  grasses  also  furnish  very  favorable  protection, 
and  undoubtedly  many  beetles  hibernate  in  it  under  trees,  along  fence 
rows,  and  on  terrace  rows  in  and  near  the  orchard.  Records  were 
made  in  1921  on  the  time  the  beetles  entered  hibernation,  the  depth 
of  hibernation,  and  mortality  during  hibernation  in  the  fall.  In  1923, 
1924,  and  1925  records  were  taken  on  the  mortahty  of  beetles  during 
the  previous  winters  in  the  different  kinds  of  hibernating  materials 
that  are  usually  found  in  and  near  peach  orchards. 

Table  42  gives  a  number  of  records  on  the  time  of  the  year  that 
the  adult  curculios  entered  hibernation  in  1921. 


Table  42. 


■Time  beetles  entered  hibernation  in  the  fall  of  1921,  in  cages  containing 
rubbish,  Fort  Valley,  Ga. 


Test 
No. 

Beetles 
or  food 
placed 
in  cage 

Beetles 

Food  supplied 

Date 
cage  was 
examined 

Beetles 
recov- 
ered 

Beetles  in 
hibernation 

(Aug.  16 
Aug.  21 

Number 
49 

Peach  foliage . 

Aug.  21 
Aug.  23 
Aug.  25 
Aug.  26 
Sept.    2 
Sept.    6 
Sept.  15 
Sept.  22 
Aug.  21 
Aug.  23 
Sept.  15 
..-.do.-.. 
Aug.  21 
Aug.  30 
Sept.    2 
Sept.  15 
Aug.  30 
Sept.    3 
Sept.    6 

Number 

35 

10 

3 

0 

33 

0 

4 

17 

32 

11 

14 

0 

39 

5 

0 

29 

36 

6 

1 

Number 
1 

27 

■       36 

6 
14 

7 

5 

16 
16 

Per  cent 

do 

1 

2.0 

Aug.  26 
Sept.    6 
Sept.  15 

44 
33 

4 

Peach  foliage . 

Peach  foliage  and  apples 

2 

Peach  foliage 

61.4 

1 

\ 

Aug.  16 
Aug.  21 
Sept.    6 
Sept.  15 
Aug.  16 
Aug.  21 

50 

43' 

50' 

Peach  foliage 

3 f 

do 

do 

72.0 

do 

do 

4 

— .  do- 

12.0 

5 

Sept.    6 
[Aug.  16 
Aug.  30 

43 
50 

Peach  foliage  and  apples 

32.6 

do 

6 

do 

14.0 

Sept.    6 
Sept.   8 
Sept.  20 

39 

Peach  foliage  and  apples  - 

7 

do 

Peach  foliage - 

Sept.  15 
Sept.  21 
Sept.  22 
Sept.    9 
Sept.  10 
Sept.  12 
Sept.  15 
Sept.  20 
Sept.  12 
Sept.  13 
Sept.  14 
Sept.  15 

26 

7 

1 

173 

46 

9 

5 

1 

158 

61 

10 
5 

12.8 

Sept.    4 
Sept.    7 
Sept.   9 

250 

Peach  foliage. --         .           

do 

8 

do 

6.4 

Sept.    7 

250 

Peach  foliage 

9 

6.4 

In  the  second  test  the  44  beetles  were  placed  in  the  cage  on  August 
26,  and  33  were  recovered  on  September  2.  After  another  examina- 
tion on  September  6  the  33  beetles  were  put  back  in  the  cage.  On 
September  15,  4  were  recovered  and  returned  to  the  cage.  On  Sep- 
tember 22,  when  the  cage  was  examined,  17  beetles  were  recovered  on 
top  of  the  rubbish  and  27  (or  61.4  per  cent)  were  found  in  hibernation. 

In  the  third  test  the  50  beetles  were  placed  in  the  cage  on  August 
16  and  the  43  that  were  recovered  were  put  back  in  the  cage  on  Sep- 
tember 6. 


PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT 


55 


The  data  in  Table  42  would  lead  one  to  believe  that  in  1921  the 
beetles  were  entering  hibernation  in  numbers  between  September 
15  and  22. 

Table  43  gives  data  on  the  mortality  of  the  curculio  in  hibernation 
during  the  fall  months  and  the  depth  of  hibernation.  The  data  on 
depth  of  hibernation  were  taken  by  carefully  examining  sections  of 
the  soil  blocks  in  the  hibernating  cages.     (PL  4,  B.) 

Table  43. — Mortality  of  adult  plum  curculios  during  hibernation,  and  depth  of 
hibernation,  Fort  Valley,  Ga.,  1921 


Date    beetles    were 
placed  in  hiberna- 
tion 

Number 
of  beetles 

Number  of  beetles  in  hiberna- 
tion Nov.  28,  1921,  located  i— 

Percentage  of  hibernating 
beetles  found- 

Perceiit- 
ageof 
mortal- 
ity dur- 
ing fall 

In  foliage 
on  soil 

On  soil 
surface 

Within 

first  inch 

of  soil 

In  dried 
foliage 

On  soil 
surface 
under 
foliage 

Within 

first  inch 

of  soil 

Oct.  12 

102 
46 

41 
U4 

23 
10 

13 
10 

53.2 
41.2 

29.9 
29.4 

16.9 
29.4 

24.5 

Do 

26.1 

1  No  beetles  found  in  second,  third,  or  fourth  inch  under  surface. 
»  Noted  on  Dec.  2. 

In  these  two  tests  the  average  mortality  of  the  beetles  between 
October  1 2  and  December  2  was  25  per  cent.  Of  the  beetles  in  hiberna- 
tion on  November  28,  an  average  of  49.6  per  cent  were  in  the  dried 
foliage,  29.7  per  cent  on  the  soil  surface  under  the  foliage,  and  20.7 
per  cent  within  the  first  inch  of  soil. 

Table  44  gives  some  data  on  the  depth  of  hibernation  of  the  curculio 
during  the  winter  of  1921-22.  The  observations  were  made  on  March 
4,  1922. 

Table  44. — Depth  of  hibernation  of  plum  curculios,  winter  of  1921-22,  Fort 

Valley,  Ga. 


Placed  in  hiberna- 
tion cages 

Date  of 

removal  of 

beetles 

Number  of  beetles  removed 
from  1 — 

Percentage  of  beetles 
hibernating— 

Cage 
No. 

Foliage         Soil 
on  surface    surface 

Within 

first  inch 

of  soil 

In  dried 
foliage 

On  soil 
surface 
under 
foliage 

Within 

first  inch 

of  soil 

1 

Fall,  1921 

Mar.    4,1922 
do 

106                6 
292               35 

0 
10 

94.6 
86.6 

5.4 
10.4 

0.0 

2 

do 

3.0 

>  No  beetles  found  in  second,  third,  or  fourth  inch  under  surface. 

An  average  of  88.7  per  cent  of  the  beetles  placed  in  hibernation  in 
the  fall  of  1921  were  in  the  dried  foliage  in  the  cages  on  March  4,  1922, 
an  average  of  9.1  per  cent  were  on  the  soil  surface  under  the  foliage, 
and  an  average  of  2.2  per  cent  were  within  the  first  inch  of  soil. 
IfcfciiOn  September  19,  1922,  400  curculios  were  placed  in  each  of  six 
large  hibernating  cages  (pi.  4,  A),  containing  the  different  kinds  of 
hibernating  materials  commonty  fourd  near  and  in  Georgia  peach 
orchards.  Notes  were  taken  on  the  emergence  of  the  beetles  during 
the  spring  of  1923,  and  from  this  the  percentage  of  the  beetles  sur- 
viving the  winter  was  calculated  for  the  several  cages.     (Table  45.) 


56        TECHNICAL  BULLETIN  188,  V.  S.  DEPT.  OF  AGRICULTTJTlE 

Table  45. —  Mortality  of  plum  curculios  during  winter  of  1922-23  in  different 
kinds  of  hibernating  material  at  Fort  Valley,  Ga. 


Hibernating  material  ^ 

Beetles  placed 
in  hibernation 

Number  of  beetles 

appearing  during 

1923  in— 

Percentage  of  emerg- 
ing beetles  appear- 
ing in— 

Percent- 
age of 
beetles 

Date 

Num- 
ber 

March 

AprU 

May 

March 

AprU 

May 

surviving 
winte 

Bare  ground                    . . 

Sept.  19 
'.'.'Ao'.'.W. 

400 
400 
400 

400 
400 
400 

J  21 
137 
116 

85 
186 
207 

8 
61 
39 

11 

68 
78 

0 

1 
1 

0 
3 
10 

72.4 
68.8 
74.4 

88.5 
72.4 
70.2 

27.6 
30.7 
25.0 

11.5 
26.4 
26.4 

0.0 
0.5 
0.6 

0.0 
1.2 
3.4 

7  25 

Spanish  moss 

Pine  needles    

49.75 
39.00 

Trash  (sticks,  bark,  pine  cones, 

etc.) — 

Leaves 

Bermuda  grass 

...do-.... 

...do 

—do 

24.00 
64.25 
73.75 

Average 

72.9 

25.7 

1.4 

43.00 

»  All  hibernating  materials  were  exposed  to  the  weather. 
»  Many  dead  beetles  found  on  top  of  ground. 

Bermuda  grass  furnished  the  best  protection  during  the  winter 
of  1922-23,  followed  by  leaves,  Spanish  moss,  pine  needles,  trash, 
and  bare  ground. 

Most  of  the  beetles  die  during  the  winter  if  no  hibernating  material 
is  available.  Probably  some  few  get  under  loose  particles  of  soil. 
The  data  given  in  Tables  43  and  44  support  this  opinion,  as  does 
also  the  survival  during  the  winter  of  1922-23  in  the  cage  containing 
bare  ground.     (Table  45.) 

Of  the  beetles  from  all  the  cages  used  in  the  above  experiment, 
72.9  per  cent  appeared  from  hibernation  during  March,  25.7  per 
cent  appeared  during  April,  and  1.4  per  cent  during  May. 

It  will  be  noted  from  Table  45  that  the  highest  March  emergence 
was  from  the  cage  containing  trash,  such  as  sticks,  bark,  pine  cones, 
etc.  The  proportion  that  emerged  in  this  cage  during  March  as 
compared  with  later  months  was  much  greater  than  in  the  other 
cages.  This  is  probably  due  to  the  fact  that  these  materials  dry 
out  and  warm  up  earlier  than  the  other  materials,  thereby  causing 
the  beetles  to  leave  hibernation  in  this  cage  in  greater  numbers 
early  in  the  season. 

While  the  beetles  in  the  above  experiment  were  placed  in  the  hiber- 
nation cages  on  September  19,  there  was  considerable  activity  on 
the  part  of  the  curculios  in  some  of  the  cages  after  that  date,  on 
account  of  abnormally  high  temperatures.  The  maximum  tempera- 
ture on  November  14,  1922,  was  76°  F.  On  that  date  a  number  of 
beetles  were  observed  crawling  on  the  screen  sides  of  several  cages. 
These  were  counted,  and  the  numbers  found  crawling  around  inside 
of  the  several  cages  were  as  follows:  Bare-ground  cage,  52;  Spanish- 
moss  cage,  0;  pine-needle  cage,  3;  trash  cage,  8;  leaves  cage,  8; 
Bermuda-grass  cage,  0. 

During  the  winter  of  1922-23  an  experiment  was  conducted  to 
determine  the  winter  survival  of  adult  beetles  in  Spanish  moss  under 
shelter  in  the  insectary.  Most  of  the  beetles  were  placed  in  the  cages 
on  September  27,  1922,  and  emergence  records  were  taken  during 
the  following  March  and  April.     Table  46  gives  the  results. 


PLtIM  CURCTJLIO  IN  THE  GEORGIA  PEACH  BELT 


57 


Table  46. — Mortality  of  plum  curculios  during  winter  of  1922-23  in  Spanish 
moss  under  shelter  at  Fort  Valley,  Ga. 


Beetles  placed  in  hibernation 

Number  of  beetles 
appearing  during 
1923  in— 

Percentage  of  emerg- 
ing beetles  appear- 
ing in— 

Percent- 
age of 
beetles 

Date 

Number 

Generation 

March 

April  1 

March 

April  > 

winter 

Sept.  27.... 

100 
100 
108 
10 
125 
125 
125 
125 
125 
125 
100 
103 

1 

First ..... 

9 

}      ^ 

25 
34 

62 
35 

4 

1 

11 

1 
20 
23 
22 

69.2 
80.0 

84.1 

96.2 
63.0 
72.9 
61.4 
67.0 
81.8 
61.2 

100.0 

30.8 
20.0 

15.9 

3.8 
37.0 
27.1 
38.6 
33.0 
18.2 
38.8 

0.0 

13.0 

Do 

do 

5  0 

Do 

-----do 

Second 

Sept.  29  to  Oct.  20--- 

58.4 

Sept.  27 

First.-.. . 

20.8 

Do 

do 

43.2 

Do 

do 

68  0 

Do 

do 

45  6 

Do 

do 

....  do     

63  !              31 
63                 14 

75.2 

Do 

61.6 

Do 

Second 

30 

}       » 

19 
0 

49  0 

Sept.  27  to  Oct.  24---- 
Oct.  7 

do 

Third 

2.9 

Average 

72.6 

27.4 

41.8 

I  All  cages  opened  on  Apr.  21  and  remaining  beetles  removed. 

The  average  percentage  of  beetles  surviving  the  winter  of  1922-23 
in  Spanish  moss  under  shelter  was  41.8;  in  Spanish  moss  in  the  open, 
exposed  to  rains,  etc.,  49.75  per  cent. 

On  August  30,  1923,  beetles  were  placed  in  large  cages  containing 
Bermuda  grass,  leaves,  and  bare  ground  for  data  on  the  mortality 
during  the  winter  of  1923-24.  Records  on  the  emergence  from  these 
cages  were  taken  during  March  and  April,  1924.  The  mortality  in 
hibernation  was  higher  than  during  the  other  winters  that  the  studies 
were  under  way.  This  was  probably  due  to  the  abnormally  low  tem- 
peratures that  prevailed,  which  undoubtedly  affect  the  abundance 
of  the  insect  each  spring.  A  minimum  temperature  of  7°  F.  was 
recorded  at  Fort  Valley  at  one  time  during  the  winter  of  1923-24. 
Table  47  gives  the  percentage  of  the  beetles  that  survived. 

Table  47. — Mortality  of  plum  curculios  during  winter  of  1923-24  in  cages  contain- 
ing different  kinds  of  hibernating  materials  at  Fort  Valley,  Ga. 


Hibernating  material  i 

Beetles  placed  in  hibernation 

Number  of 
beetles  appear- 
ing during  1924 
in— 

Percentage  of 

emerging  beetles 

appearing  in— 

Percent- 
age of 
beetles 
surviving 

Date 

Number 

March 

April 

March 

April 

winter 

Bare  ground 

Aug.  30 

335 
400 
421 

1 
19 

\         81 

0 
27 

171 

100.0 
41.3 

32.1 

0.0 

58.7 

67.9 

0.3 

Leaves.  _ 

do-__  

11.5 

Bermuda  grass  _ 

/....do 

ISept.  2  to  Oct.  6 

69  J 

Average 

33.8 

66.2 

24.4 

1 

All  hibernating  materials  were  exposed  to  the  weather. 


58        TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 

Again  Bermuda  grass  furnished  the  best  protection.  The  winter 
survival  in  Bermuda  grass  was  51.4  per  cent,  as  compared  with  11.5 
per  cent  for  leaves  and  0.3  per  cent  for  bare  ground.  Only  1  beetle 
of  the  335  in  the  cage  with  no  hibernating  material  survived  the 
severe  winter.  The  beetles  were  late  leaving  hibernation  in  numbers 
during  the  spring  of  1924,  as  only  33.8  per  cent  appeared  during  March 
whereas  66.2  per  cent  appeared  during  April.  The  cold  winter  may 
have  influenced  the  lateness  of  emergence  also. 

The  winter  of  1923-24  was  the  second  winter  that  one  individual 
curculio  survived,  as  already  mentioned.  All  of  the  other  beetles 
of  the  first  and  second  generations  of  1922  that  were  placed  in  hiber- 
nation in  the  fall  of  1923  died  during  the  winter. 

On  September  15,  1924,  a  number  of  adult  curculios  were  placed  in 
large  cages  containing  Bermuda  grass,  pine  needles,  oak  leaves,  and 
bare  ground  to  obtain  data  on  the  mortality  during  the  winter  of  1924- 
25.  Emergence  from  hibernation  records  were  taken  on  each  cage 
during  March  and  April,  1925.  Peach  blossoms  were  placed  in  the 
cages  on  March  2,  and  the  first  appearance  from  hibernation  was 
recorded  on  March  4.  Table  48  gives  the  percentage  of  the  beetles 
that  survived  the  winter  in  the  several  kinds  of  hibernating  materials. 
Bermuda  grass  again  gave  the  best  protection. 

Table  48. — Mortality  of  plum  curculios  during  the  winter  of  1924-25  in  different 
kinds  of  hibernating  materials  at  Fort  Valley,  Ga. 


Hibernating  material  i 

Beetles  placed  in 
hibernation 

Number  of  beetles 
appearing     dur- 
ing 1925  in— 

Percentage  of 
emerging  beetles 
appearing  in— 

Per  cent- 
age  of 
beetles 

Date 

Number 

March 

April 

March 

April 

winter 

Oak  leaves 

Sept.  15 

78 
283 
283 
284 

28 
33 
142 
181 

0 

2 

50 

33 

100.0 

0.0 

35.9 

Bare  ground 

94.3 

5.7 

12.4 

Pine  needles 

...do 

74.  0  1          26.  0 
84.6             15.4 

67.8 

Bermuda  grass 

...do 

75.4 

Average 

81.9 

18.1 

50.5 

All  hibernating  materials  were  exposed  to  the  weather. 


The  average  percentage  of  emerging  beetles  appearing  from  hiber- 
nation during  March  was  81.9  as  compared  with  18.1  for  April.  This 
would  indicate  that  the  beetles  left  hiberation  in  numbers  early  during 
the  spring  of  1925. 

TIME  REQUIRED  FOR  TRANSFORMATION  FROM   EGG    TO   ADULT 

During  the  1922  season  four  individuals  of  the  first  generation  and 
two  of  the  second  generation  were  under  careful  observation  from  the 
time  the  eggs  were  deposited  until  the  adults  emerged,  in  order  to 
determine  the  length  of  time  required  for  the  different  stages  by  the 
same  individual  in  passing  through  the  entire  life  cycle.  Table  49 
gives  the  results  of  these  observations. 


PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT 


59 


"Table  49. — Time  spent  by  four  first-generation  and  two  second-generation  plum 
curculios  in  passing  through  their  entire  life  cycle  at  Fort  Valley,  Ga.y  1922 


Generation 

1 

1 

"> 

Egg  de- 
posited 

Egg 
hatched 

Larva 
left 
fruit 

Larva 
pupated 

Trans- 
formed 
to  beetle 

Adult 
left  soil 

"3 
is 

.S  « 

s 

1 

•2 
■A 

o  ® 
o 

First 

1 
2 

I 

May  20 
May  17 

May  25 

May  24 
May  23 
May  28 
May  31 

June   5 
...do.... 
June  10 
June  14 

June  16 
June  21 
...do... 
June  30 

June  25 
June  30 
...do-. 
July    4 

June  30 
July    7 
July    5 
July  11 

Days 
4 
6 
3 
6 

4.75 

3 

4 

3.5 

Days 
12 
13 
13 
14 

13 

10 
11 

10.5 

Days 
11 
16 
11 
16 

13.6 

13 

Days 
9 
9 
9 
4 

7.75 

8 

Days 
5 

7 
5 
7 

6 

3 

Days 
41 

Do 

Do 

Do 

Average. 

51 
41 
47 

45 

Second 

Do 

1 
2 

June  16 
...do.... 

June  19 
June  20 

June  29 
July    1 

Juiy  12 

July  20 

July  23 
Aug.    1 

37 
46 

Average. 

41  h 

__ 

.-               .             ,^ 



The  weather  conditions,  time  of  year,  and  number  of  individuals 
materially  affect  the  average  time  spent  in  the  fruit  and  in  the  soil 
during  the  life  cycle  of  the  curculio.  Table  50  gives  the  average  time 
required  for  the  complete  transformations  of  the  plum  curculio,  as 
shown  separately  in  preceding  pages.  This  table  should  not  be  used 
to  correlate  the  number  of  generations  during  the  several  years  with 
the  length  of  time  spent  in  the  several  stages  or  to  compare  the  time 
required  to  complete  the  life  cycle  with  climatic  conditions,  as  it  does 
not  give  the  monthly  averages,  but  only  the  averages  for  the  entire 
season.  It  should  serve,  however,  to  give  an  idea  of  the  time  required 
for  the  curculio  to  pass  through  its  life  cycle. 

Table  50. — Time  required  for  the  complete  transformation  of  the  plum  curculio  at 
Fort  Valley,  Ga.,  1922-1924 


Season 

Average  time  spent 
in  fruit  (egg  and 
larval  stages  com- 
bined) 

Average  time  spent 
in  soil  as  larva, 
pupa,  and  adult 

Average    time    re- 
quired  for   com- 
plete transforma- 
tion 

First 
genera- 
tion 

Second 
genera- 
tion 

First 
genera- 
tion 

Second 
genera- 
tion 

First 
genera- 
tion 

Second 
genera- 
tion 

1922 

Days 
20.50 

17.80 
2  16. 00 

Days 

20.30 
U4.00 
3  17.00 

Days 
33.57 
37.48 
3L42 

Days 

26.11 
1  32. 33 
3  32.85 

Days 
54.07 
55.28 

2  47. 42 

Days 
46  41 

1923  -. 

'  46  33 

1924 

3  49.85 

Average 

18.10 

3  17. 10 

34.16 

3  30.43 

52.26 

3  47  53 

>  Records  on  only  a  few  individuals. 

2  No  April  records  included. 

3  A  number  of  September  records  included. 


The  first  generation  passed  through  its  hfe  cycle  in  an  average  of 
about  52  days  and  the  second  generation  probably  requires  an  aver- 
age of  about  48  days  to  complete  its  life  cycle.  The  first  generation 
spends  about  18  days  in  the  fruit  as  eg^  and  larva  and  about  34  days 
in  the  ground  as  larva,  pupa,  and  adult.  The  second  generation 
spends  about  17  days  in  the  fruit  as  egg  and  larva  and  about  30  days 
in  the  ground  as  larva,  pupa,  and  adult.  The  data  for  the  second 
generation  in  1924  include  a  number  of  September  records.  The 
time  required  for  each  stage  of  the  second  generation  during  September 
is  much  greater  than  that  required  during  midsummer.  On  this 
account   the   average   time  required  for   the  second  generation   to 


60         TECHNICAL  BULLETIN  188,  tJ.  S.  DEPT.  OF  AGRICtJLTUKE 

complete  its  transformation  during  the  entire  season  of  1924  is  much 
longer  than  the  averages  for  the  other  second  generations.  This  also 
raised  the  average  time  for  complete  transformation  for  the  three 
seasons. 

The  average  time  spent  in  the  fruit  as  egg  and  larva  by  the  first 
generation  in  1924  does  not  include  any  records  for  April.  April 
records  would  undoubtedly  raise  the  average  time  required  for  the 
complete  transformation  of  the  first  generation  in  1924. 

Table  50  shows  that  the  average  time  required  for  the  first  genera- 
tion to  complete  its  transformation  in  1923,  when  there  was  only  one 
generation,  was  only  1.21  days  more  than  in  1922,  when  two  and 

part  of  a  third  gener- 
*►    ^  ation      occurred.      It 


/>sj9c//  t-j^^^s- 


£-X-^    f,  must  be  remembered, 

'S^2S^2222^S^     rs^r^r.  ^      \  however,    that    these 

^OOOOOOOOOOOO     OOOO  5  averacres   are  for   the 

-OO     OOO    OOOOOOO     OOO         §  season      The  a^^^^^^ 

^OOOOOOOOOOOOOOOOOOOO  J  ^?ason.     ine  average 

•^OOOOO     OOOOOOOOO     OOOO  ^  time  spent  m  the  soil 

^O     OOOOOOOOOOOOOOO    OO  as    larva,    pupa,    and 

^OO     OOOOOOOOOOOOOOOOO  adult    combined,    by 

^*0     OOOOOOOO     OOOOOOOOO  individuals      entering 

^•'OOOOO     OOOOOOOO     OOOOO  the  soil  during  May, 

-^OOOOOOOOOOOO     OOOOOO  1923,  was  43.4  davs, 

//OOO     O     OOOOOOO   O  OOOOO-  as  compared  with  37  5 

-OO     OO     OOOOOOOOOOOOOO  I  davHor   tL   se^^^^ 

/^OO    OO    OOOO    OOOOO    OOO  5  ^ays  tor   tne   season. 

/^OOOOOOO     OOOOOOOOOOO      §  The  averages  for  June, 

/^O     OOOO     OOOOOO     O     OOOO  J  July,  and  August  en- 

^OOOOOO    OOOO    OOOOO    OO  ^  trants   materially 


/=>4ej9C^  T^^^S 


lowered    the    average 
for  the   season.     The 

Figure  1.— Location  of  trees  in  a  bearing  orchard  used  for  jarring      IrtT^rv+V*    i-\f    +iTvin    o-nonf 
throughout  the  season  of  1921  ICUgm    01    nme    SpeUL 

in  the  soil  by  those 
entering  in  May,  1923,  may  have  been  responsible  for  the  single 
brood  in  1923,  as  the  emergence  of  first-generation  adults  that  year 
was  probably  delayed  until  after  the  harvest  of  the  fruit. 

OCCURRENCE  OF  BEETLES  IN  ORCHARDS  THROUGHOUT  THE  SEASONS  OF  1921  TO  1924. 

INCLUSIVE 

In  order  to  obtain  some  data  on  the  abundance  of  the  curculio  in 
the  orchards  throughout  the  seasons  that  these  life-history  studies 
were  under  way,  on  the  first  appearance  of  the  beetles  in  the  orchard, 
on  the  distribution  of  the  beetles  in  the  orchard  early  in  the  season, 
on  the  appearance  and  abundance  of  the  beetles  with  reference  to  the 
condition  of  the  trees,  and  on  the  last  occurrence  of  beetles  in  the 
orchard,  a  number  of  trees  were  jarred  regularly  during  the  four  years, 
as  described  on  page  5  and  illustrated  in  Plate  5,  A.  These  records 
were  also  used  for  correlation  with  the  development  in  the  insectary. 

JARRING    RECORDS    OF    1921 

The  block  in  a  bearing  orchard  used  for  jarring  throughout  the 
season  of  1921  was  bounded  on  one  side  by  a  strip  of  woods  and  on 
three  sides  by  a  continuation  of  the  peach  orchard.  (Fig.  1.)  Six- 
teen rows  in  which  were  270  trees  were  jarred  from  March  4  to  March 


PLUM  COECULIO  IN  THE  GEORGIA  PEACH  BELT 


61 


21,  and  from  then  until  October  15  only  the  first  eight  rows  in  which 
were  132  trees  were  jarred. 

Table  51  summarizes  the  results  of  the  jarring  of  trees  in  the  first 
eight  rows  of  block  1  in  this  orchard  from  March  4  to  October  15,  1921. 

Table  51. — Number  of  plum  curculios  collected  by  jarring  the  trees  in  eight  rows 
of  block  1  in  a  peach  orchard^  Fort  Valley,  Ua.,  1921 


Date  of 
jarring  i 

Number 
of  curculios 

Date  of 
jarring  i 

Number 
of  curculios 

Date  of 
jarring  i 

Number 
of  curculios 

Date  of 
jarring  i 

Number 
of  curcu- 
lios 

Mar.  4 

Mar.  7. 

Mar.  9 

Mar.  11 

Mar.  14 » 

Mar.  15 

Mar.  17 

Mar.  19 

Mar.  21 

Mar.  24. 

Mar.  26 

Mar.  28 

Mar.  30 

Apr.  2 

Apr.  4 

Apr.  6- 

Apr.  8 

Apr.  113 

Apr.  13 

Apr.  16 

Apr.  19  < 

Apr.  21 

Apr.  26 

1 

36 

174 

83 

662 

521 

712 

981 

1.040 

270 

432 

442 

65 

83 

119 

101 

109 

2 

3 

34 

6 

13 

30 

Apr.  28 

Apr.  30 

May  3 - 

May  6 

May  9 

May  11. 

May  14 

May  18 

May  21 

May  23 

May  26 

May  28. 

May  31 

June  2 

June  4 

June  6.. 

June8 

June  10 

June  13 

June  15 

June  17.. 

June  20 

June  22 

30 

28 
9 
16 
18 
15 
21 
21 
13 
18 
60 
53 
81 
116 
153 
167 
138 
173 
195 
161 
168 
184 
186 

June  24 

June  27 

June  29 

July  2 - 

July  5 - 

July  7- „ 

July  9. 

July  12 

July  15. 

July  18 

July  20 

July  25 

July  27 

July  29 

Aug.  1 

Aug.  3 

Aug.  5 

Aug.  8 

Aug.  10 

Aug.  12 

Aug.  15. 

Aug.  19 

.\ug.  22 

217 

302 

425 

270 

180 

164 

164 

117 

79 

113 

103 

39 

44 

55 

45 

i8 

10 

14 

21 

13 

10 

3 

9 

Aug.  24 

Aug.  26 

Aug.  29 

Aug.  31 - 

Sept.  3 

Sept.  7 

Sept.  9- 

Sept.  13 

Sept.  15 

Sept.  17 

Sept.  i9 

Sept.  21 

Sept.  23 

Sept.  26 

Sept.  28 

Oct.  1 

Oct.  4 

Oct.  7 

Total.. 

8 
11 

3 
3 
2 

5 

2 

11 

6 

8 

•    6 

2 

4 
3 

1 

10, 436 

CURCULIOS  CAUGHT  IN  EACH  ROW 


Row  No. 

Number  of    Percentage 
curculios         of  total 

Row  No. 

Number  of 
curculios 

Percentage 
of  total 

1      

1,059 
2,133 
1,015 
1,314 
1,105 

10.26 
20.67 
15.  65 
12.74 
10.71 

6 

1,099 

1,067 

925 

10.65 

2 

7 

10.34 

3 

8 

8.98 

4 

Total 

5 

« 10. 317              100.00 

Note.— Jarring  the  trees  in  rows  9  to  16,  inclusive,  yielded  the  following  numbers  of  beetles:  Mar.  4,  0; 
Mar.  7,  7;  Mar.  9,  49;  Mar.  11,  28;  Mar.  15,  740;  Mar.  17,  861;  Mar.  19,  718;  Mar.  21,  1,352.  On  Mar.  24  the 
trees  in  rows  9  and  10  yielded  56  beetles. 

1  The  trees  were  jarred  on  Sept.  5  and  on  Oct.  10,  13,  and  15,  but  no  beetles  were  collected, 

2  Rain.    Only  6  rows  jarred. 

3  Very  windy  and  cold. 
<  Cold  and  frost. 

*  On  Apr.  4  the  rows  were  jarred  crosswise  and  the  exact  number  of  beetles  for  each  row  was  not  obtained; 
hence  the  119  beetles  collected  on  that  date  are  omitted  from  this  total. 

The  first  beetle  captured  in  the  orchard  in  1921  was  taken  on 
March  4.  No  beetles  occurred  in  this  orchard  after  October  7.  The 
peak  of  appearance  from  hibernation  occurred  on  March  21.  The 
peak  of  emergence  of  first-generation  beetles  was  probably  on  June 
29.  There  was  an  abrupt  increase  in  the  numbers  captured  around 
June  1,  which  was  probably  the  time  that  the  first-generation  adults 
started  to  emerge.  There  was  not  a  great  deal  of  difference  in  the 
total  number  collected  from  each  row;  it  ranged  from  925  for  row  8 
to  2,133  for  row  2. 

In  order  to  see  if  an  asparagus  bed  would  affect  the  abundance  of 
the  beetles  on  trees  near  it  early  in  the  season,  and  thereby  determine 
whether  it  would  furnish  satisfactory  conditions  for  hibernation,  16 


62        TECHNICAL  BULLETIN  188,  XT.  S.  DEFT.  OF  AGRICULTURE 

rows  of  peach  trees  were  jarred  in  another  portion  of  this  same 
orchard.  These  16  rows  were  away  from  any  wooded  area.  On 
three  sides  this  block  was  bounded  by  a  continuation  of  the  peach 
orchard;  on  the  west  side,  running  along  the  entire  side  of  row  1, 
was  an  asparagus  bed.  The  jarring  was  started  in  this  block  on 
March  7  and  concluded  on  March  24.  This  period  of  jarring  would 
show  whether  the  asparagus  bed  was  used  for  hibernation  by  the 
beetles.  Table  52  gives  a  summary  of  the  results  of  jarring  in  this 
block. 

Table  52. — Number  of  plum  curculios  collected  by  jarring  the  trees  in  block  2  in  a 
peach  orchard,  Fort  Valley,  Ga.,  March  7  to  24,  1921 


Row  No. 

Number  of 
curculios 

Percentage 
of  total 

Row  No. 

Number  of 
curculios 

Percentage 
of  total 

1 

941 

849 
475 
481 
394 
325 
355 
275 
325 

14.4 
13 
7.2 

.  r 

5 

5.4 
4.2 
5 

10._ 

301 

268 
284 
354 
315 
302 
308 

4.6 

2 

11.   

4.  1 

3 

12 

4.3 

4 

13 

5  4 

5... 

14 

4.8 

6 

15 

4.6 

7-.: - 

16 

4.7 

g 

Total 

9 

6,552 

100 

A  total  of  6,552  beetles  were  captured  on  the  16  rows  from  March  7 
to  24.  The  numbers  captured  on  rows  1  and  2,  those  nearest  the 
asparagus  bed,  were  nearly  twice  as  great  as  the  numbers  captured  on 
any  of  the  other  rows.  The  numbers  collected  from  rows  1  and  2 
were  941  and  849,  respectively,  whereas  the  highest  number  collected 
from  any  other  row  was  481  on  row  4.  Of  the  total  number  of  beetles 
collected  from  the  16  rows  during  the  period,  27.4  per  cent  were  taken 
from  the  first  two  rows.  These  records  indicate  that  the  asparagus 
bed  alongside  of  row  1  harbored  many  adult  curculios  during  the  win- 
ter of  1920-21. 


JARRING    RECORDS    OF    1922 


The  first  beetles  captured  in  an  orchard  by  jarring  in  1922  were 
captured  on  March  1  from  the  block  of  trees  (fig.  1)  used  for  jarring 
records  throughout  the  previous  season.  These  16  rows,  containing 
270  trees,  were  jarred  at  intervals  from  March  1  to  April  3,  1922,  to 
compare  the  infestation  of  1921  with  that  of  1922,  and  to  obtain  notes 
on  the  extent  of  emergence  from  hibernation  during  the  month. 
(Table  53.) 

Table  53. — Number  of  plum  curculios  collected  by  jarring  the  trees  in  16  rows  in  a 
peach  orchard.  Fort  Valley,  Ga.,  1922 


Date  of  jarring 

Number  of 
curculios 

Date  of  jarring 

Number  of 
curculios 

Mar.  1 

47 
10 
14 
30 
29 
87 
23 

Mar.  22--      .           

23 

Mar.  6 

Mar  24 

65 

Mar.  9 

Mar  29                                              

174 

Mar.  11 

Mar.  31                                  

136 

Mar.  13 

Apr.  3 

39 

Mar  15 

Total                                        

Mar.  17 

687 

PLTJM  CUECULIO  IN  THE  GEORGIA  PEACH  BELT 


63 


Table  53. — Number  of  plum  curculios  collected  by  jarring  the  trees  in  16  rows  in  a 
peach  orchard.  Fort  Valley,  Ga.,  1922 — Cfontinued 


CURCULIOS  CAUGHT  IN  EACH  ROW 


Row  No. 

Number  of 
curculios 

Percentage 
of  total 

Row  No. 

Number  of 
curculios 

Percentage 
of  total 

1       

90 

184 
118 
fi4 
44 
53 
26 
15 

13.1 
26.8 
17.2 
9.4 
6.4 
7.7 
3.8 
2.2 

9 

18 
11 
14 
5 
18 
14 
5 
8 

2.6 

2     

10  _ 

1  6 

3 : 

11 

2 

4 

12 

.7 

5 

13 

2  6 

6 .. 

14 

2 

7 

15 

.7 

8 

16 

1.2 

Only  648  beetles  were  captured  in  this  block  during  March,  1922, 
as  compared  with  9,230  from  the  same  block  during  March,  1921. 
This  shows  a  tremendous  reduction  in  the  infestation,  indicating  the 
effectiveness  of  the  curculio  suppression  campaign  of  1921.  In 
addition  to  the  hibernation  quarters  afforded  by  the  wooded  area  at 
the  end  of  each  of  the  16  tree  rows,  there  must  have  been  favorable 
hibernating  quarters  somewhere  to  the  south  of  the  block,  as  there 
were  more  beetles  captured  on  the  first  three  rows  than  on  the  others 
during  the  month.  From  the  data  in  Table  53  the  indications  are  that 
the  peak  of  appearance  from  hibernation  occurred  about  March  29. 

The  first  10  rows  from  the  asparagus  bed  of  the  same  portion 
(block  2)  of  an  orchard  jarred  in  1921  were  jarred  again  in  1922  to 
obtain  information  on  the  comparative  infestations,  and  to  again 
determine  if  the  asparagus  bed  afforded  hibernation  quarters  for  the 
insects  during  the  winter  months.  Forty-seven  trees,  30,  35,  and  36 
rows  away  from  the  asparagus  bed,  were  also  jarred  to  determine  the 
infestation  on  those  rows  as  compared  with  those  near  the  bed.  The 
first  10  rows  that  were  jarred  contained  138  trees.  Table  54  gives  a 
summary  of  the  results. 

Table  54. — Number  of  plum  curculios  collected  by  jarring  the  trees  in  13  rows  in 
a  peach  orchard,  Fort  Valley,  Ga.,  March  6  to  April  8,  1922 


Row  No. 

Number  of 
curculios 

Percentage 
of  total 

Row  No. 

Number  of 
curculios 

Percentage 
of  total 

J 

34 
43 
29 
25 
17 
22 
15 
13 

15 

19 

12.8 

11 
7.5 
9.7 
6.6 
5.7 

9                

12 
12 

3 
1 

5.3 

2 

10 

5.3 

3. 

30 

.4 

4 

35 

1.3 

5 

36     

.4 

g 

Total 

7 

227 

100 

8 

This  record  again  shows  that  the  asparagus  bed  probably  offered 
favorable  hibernating  quarters  for  the  curculio,  as  more  were  captured 
during  March  on  the  rows  nearest  the  bed.  The  asparagus  bed 
adjoined  row  1  along  its  entire  length.  Only  five  beetles  were  cap- 
tured during  the  month  on  rows  30,  35,  and  36  away  from  the  bed. 
The  records  indicate  that  there  was  a  large  reduction  in  the  curculio 
infestation  in  this  orchard  in  1922  as  compared  with  1921,  which 


64 


TECHNICAL  BULLETIN  188,  V.  S.  DEPT.  OF  AGRICtJLTTJKE 


further  supports  the  effectiveness  of  the  curculio  suppression  cam- 
paign of  1921. 

The  block  of  trees  used  for  jarring  throughout  the  season  of  1922 
was  some  distance  from  the  orchard  used  for  jarring  throughout  the 
previous  season.  The  block  used  in  1922  consisted  of  107  bearing 
trees  of  the  Hiley  variety.  Jarring  was  started  in  this  orchard  on 
March  16  and  continued  until  August  22.  The  block  was  bounded 
on  the  north  by  a  piece  of  woodland.     There  was  also  a  woodland  some 


/^d7^^Z>^/VZ> 


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^-f^ 


/OOO  O        OOOOOOOOOOO        ^-\-£ 

^oooooo      oooooooo 
,<^oooooooo   oo   oooo 

^^  OOOOOOOOOOO  o 

^^oooooooooooo   o   o 
^     oooooo   ooo        oo 
^ooooooooo   o   ooo 

•OOOOOOOOOOO 


oo      oo 


Figure  2.— Location  of  trees  in  a  bearing  Hiley  peach  orchard  used  for  jarring  throughout  the 

seasons  of  1922,  1923,  and  1924 

distance  to  the  west  of  the  block.     A  continuation  of  the  peach  orchard 
bounded  the  block  on  the  east  and  south.     (Fig.  2.) 

Table  55  gives  a  summary  of  the  results  of  the  jarring  in  this  orchard 
from  March  16  to  August  22. 


Table  55. — Number  of  plum  curculios  collected  by  jarring  the  trees  in  eight  rows 
in  a  Hiley  peach  orchard,  Fort  Valley,  Ga.,  1922 


Date  of 
.  jarring 

Number 
of  cur- 
culios 

Date  of 
jarring 

Number 
of  cur- 
culios 

Date  of 

jarring 

Number 
of  cur- 
culios 

Date  of 
jarring 

Number 
of  cur- 
culios 

Mar.  16- 

Mar.  18 - 

Mar.  21 

Mar.  23- 

Mar.  25. 

Mar.  28 

Mar.  30 

Apr.  11 

Apr.  4-- 

Apr.  6--.... 

Apr.  8 

Apr.  112 

Apr.  13 

Apr.  15  3 

Apr.  18 

Apr.  201 

Apr.  221 

208 
227 
157 

88 
465 
331 
534 
117 
456 
369 
252 

89 
110 

57 
117 

25 

18 

Apr.  251 

Apr.  27_ 

May  2 

May4< 

May  6- 

May  9  5 - 

May  11 

May  13 - 

May  18 

May  20 

May23 

May  25- 

May  30 

June  3 

June  6 

Junes - 

June  10 

5 

46 

15 

4 

12 

27 

64 

45 

20 

32 

30 

74 

199 

522 

226 

173 

110 

June  13 

June  15 

June  17 

June  20 

June  22 

June  24 

June  27 

1  June  29 

Julyl 

July  4- 

July  6 

July  8- 

July  11 

July  13- 

July  15.- 

July  18- 

July  22 

74 
29 
44 
14 
18 
7 
9 
13 
21 
12 
16 
■  7 
28 
15 
16 
12 
16 

July  25- 

July  27 

July  29 

Aug.  1 

Aug.  3 

Aug.  5 

Aug.  8- 

Aug.  10- 

Aug.  15 

Aug,  17 

Aug.  19 

Aug.  22 

Total- 

11 

13 

8 

2 

7 

15 

20 

8 

22 

12 

13 

22 

5,728 

CURCULIOS  CAUGHT  IN  EACH  ROW 


Row  No. 

Number  of 
curculios 

Percentage 
of  total 

Row  No. 

Number  of 
curculios 

Percentage 
of  total 

1 

1,229 

1,086 

917 

551 

21.5 
19 
16 
9.6 

5 

585 
474 
575 
311 

10.2 

2            

6 

8.3 

3 — 

7..    . 

10 

4 - 

8..     .                      .,     . 

5.4 

1  Cool. 

2  Rain. 

3  Damp  and  cloudy. 


*  Damp. 
•»  Hot.    Four  trees  jarred  in  row  next  to  woods  gave  15  beetles. 


PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT        65 

The  peak  of  appearance  from  hibernation  probably  occurred  on 
March  30.  The  peak  of  emergence  of  first-generation  adults  was 
about  June  3,  although  first-generation  adults  were  probably  emerg- 
ing before  that  date,  since  there  was  an  abrupt  increase  in  the  num- 
ber of  beetles  captured  around  May  25.  The  emergence  of  first- 
generation  adults  was  early  in  1922.  There  was  a  second  generation 
and  a  few  individuals  of  a  third  generation  in  the  insectary  that  year. 

A  total  of  5,728  beetles  were  captured  from  the  eight  rows  in  this 
orchard  by  jarring  throughout  the  season  of  1922.  The  percentage 
captured  in  the  first  three  rows  was  much  higher  than  on  the  other 
rows,  showing  that  many  adult  curculios  hibernated  in  the  woods 
along  the  side  of  row  1. 

In  order  to  determine  the  extent  of  the  infestation  in  other  commer- 
cial peach  orchards  in  the  Fort  Valley  district  early  in  the  1922 
season,  jarrings  were  made  in  several  orchards  that  were  not  being 
used  for  experimental  purposes.  On  April  5  50  trees  near  a  woods 
were  jarred  in  the  McArthur  &  Strother  commercial  orchard.  These 
trees  were  in  four  rows  and  the  number  of  curculios  collected  was  as 
follows:  Row  1,  83;  row  2,  138;  row  3,  74;  row  4,  76;  total,  371.  In 
an  orchard  on  an  adjoining  plantation  100  trees  in  five  rows  were 
jarred  the  same  morning  to  determine  the  comparative  infestation. 
The  number  of  curculios  captured  in  this  orchard  was  as  follows: 
Row  1,  64;  row  2,  20;  row  3,  34;  row  4,  30;  row  5,  55;  total,  203. 

Some  commercial  jarring  was  done  by  growers  in  1922.  On  April 
4  Walter  Pearson,  of  Fort  Valley,  jarred  one-half  day  with  one  set 
of  frames  and  captured  1,000  curculios.  John  Pearson  jarred  two 
and  one-half  days  with  three  sets  of  frames  and  captured  3,400  cur- 
culios. On  April  4  the  writer  captured  456  beetles  in  the  experi- 
mental orchard.  The  larger  number  collected  in  the  Pearson  orchards 
was  probably  due  to  the  accumulation  of  beetles  in  the  orchards  for 
some  time.  In  the  experimental  orchards  jarrings  had  been  made 
every  other  daj^  previous  to  April  4,  the  date  that  the  Pearson  orchards 
were  jarred. 

These  jarrings  all  indicate  a  much  lighter  curculio  infestation  in 
1922  than  in  1921. 

Copulation  and  feeding  take  place  early  in  the  season.  A  pair  was 
observed  in  coitus  in  the  orchard  on  March  16.  By  April  3  the  adults 
from  hibernation  had  done  considerable  feeding  on  the  calyxes  of  the 
peach  flower. 

On  the  morning  of  July  3  some  special  observations  were  made  on 
a  pair  of  adult  beetles  in  coitus.  The  operations  began  at  8.35  a.  m. 
For  33  minutes  the  male  tapped  before  response.  They  were  placed 
aside  in  coitus  at  9.30  a.  m.  At  7.30  p.  m.  an  examination  revealed 
them  in  the  same  position  as  at  9.30  a.  m.  There  was  a  little  feeding 
on  a  peach  during  the  day,  indicating  that  the  female  had  fed  during 
the  period  of  coitus,  or  that  they  had  separated  and  fed  between 
observations.    They  had  separated  by  the  morning  of  July  4. 

JARRING    RECORDS    OF    1923 

In  connection  with  the  jarring  records  taken  in  1923,  notes  were 
made  on  the  appearance  and  abundance  of  the  beetles  in  the  orchard 
v/ith  reference  to  blooming,  ripening  of  the  fruit,  weather,  and  spray- 
ing.   The  same  block  of  107  bearing  Hiley  trees  was  used  for  the  jar- 

110296—30 5 


66         TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 

ring  throughout  the  season  of  1923  as  was  used  during  the  previous 
year.  (Fig.  2.)  Table  56  gives  a  summary  of  the  results  of  the  jar- 
ring in  this  orchard  every  third  day  from  March  5  to  August  23. 

Table  56. — Number  of  plum  curculios  collected  by  jarring  the  trees  in  eight  rows  in 
a  Hiley  peach  orchard,  Fort  Valley,  Ga.,  1923 


Num- 

Num- 

Date of 
jarring 

ber  of 
curcu- 

Remarks 

Date  of 
jarring 

ber  of 
curcu- 

Remarks 

lios 

lios 

Mar.  5 

1 

No  blossoms  yet. 

May  24 

13 

Mar.  8 

1 

No  blossoms  yet.    Cool. 

June   2 

13 

Orchard  sprayed  fourth  time  on 

Mar.  12 

5 

One  tree  in  first  row  shows  blos- 

June 1  and  2. 

soms.    Windy. 

June   5 

6 

Rows  5,  6,  7,  and  8  not  jarred. 

Mar.  15 

3 

One  tree  in  first  row  shows  blo.s- 

Frames  broke. 

soms.    Cool  and  windy. 

June   8 

40 

First-generation  adults  being  col- 

Mar. 19 

No  jarring  done,  as  it  was  raining 

lected. 

and  cold. 

June  11 

49 

Mar.  22 

9 

Trees  show  90  per  cent  of  bloom. 

June  14 

83 

Cool  heavy  fog  and  dew. 

June  18 

41 

Mar.  27 

138  1  Trees  now  in  full  bloom.    Warm. 

June  21 

34 

Mar.  30 

No  jarring  done,  as  it  was  raining 
and  cold. 

June  29 

31 

T.,ast  two  rows  were  being  har- 
vested before  they  were  jaiied. 

Apr.    2 

37 

Cold  and  windy.     Temperature 

Julv    2 

28 

low  for  two  days  before. 

July    5 

28 

Apr.    5 

98 

Windy.    Plat  was  dusted  on  Apr. 

July  10 

27 

Trees  stripped  of  fruit  on  this  date . 

3. 

July  13 

24 

Apr.    9 

51 

Cool. 

July  16 

18 

Apr.  12 

129  !  80  per  cent  of  petals  off. 

July  19 

16 

Cool. 

Apr.  17 

74 

1  July  23 

22 

Apr.  19 

13 

Cool. 

July  26 

8 

Apr.  23 

81 

Warm.    Orchard  sprayed  second 

Julv  30 

10 

time  on  Apr.  21. 

Aug.    2 

5 

Apr.  26 

68 

Aug.    6 

5 

Apr.  30 

37 

Aug.    9 

4 

May   3 

Raining.    Could  not  jar. 

Aug.  13 

0 

May   7 

30 

Aug.  16 

1 

May  10 

1 

Orchard  sprayed  third  time  on 

Aug.  20 

0 

1-inch  rain  Aug.  19. 

May  9. 

Aug.  23 

1 

May  14 

18  1 

May  17 

10  1 

Total. 

1,  315 

May  21 

4     Jarred  just  after  heavy  rain. 

CURCULIOS   CAUGHT  IN   EACH  ROW 


Row  No. 

Number  of 
curculios 

Percentage 
of  total 

Row  No. 

Number  of 
curculios 

Percentage 
of  total 

1 

412 
226 
152 
116 
118 

i 
31.3 
17.2 
11.6 

8.8 

9 

6                                 

103 
101 
87 

7.8 

2 

7                        .     

7.7 

3             .                  -     

8                

6.6 

Total 

5 . 

1,315 

100 

The  first  curculio  captured  in  the  orchard  in  1923  was  taken  on 
March  5.  There  was  practically  no  appearance  from  hibernation 
until  the  trees  started  to  bloom,  and  the  peak  of  appearance  occurred 
on  March  27,  when  the  trees  were  in  full  bloom.  Only  one  beetle  was 
captured  on  May  10,  the  day  after  this  orchard  was  sprayed  for  the 
third  time.  First-generation  adults  probably  started  to  emerge 
around  June  8,  and  the  peak  of  emergence  was  probably  around 
June  14.  There  was  no  second  generation  that  year.  A  total  of 
1,315  beetles  were  captured  from  this  block  of  trees  during  the  season 
of  1923,  as  compared  wdth  5,728  from  the  same  trees  in  1922.  This 
shows  f  great  reduction  in  the  infestation  since  1922,  and  a  tremendous 
reduction  since  1921.  The  curculio-suppression  campaign,  waged 
since  1921,  was  largely  responsible  for  this  marked  reduction  in  the 


PLUM  CURCTJLIO  IN  THE  GEORGIA  PEACH  BELT  67 

curculio  infestation.  The  percentage  captured  on  the  first  row,  the 
one  nearest  the  woods,  was  again  higher  than  the  percentage  captured 
on  the  other  rows.  Of  the  beetles  captured  during  the  season,  31.3 
per  cent  were  taken  from  the  first  row  and  17.2  per  cent  from  the 
second  row.  The  percentage  of  beetles  captured  on  the  other  six 
rows  varied  from  6.6  to  11.6. 

On  March  13  five  pairs  were  noticed  in  coitus  24  hours  after  they 
had  appeared  from  hibernation  boxes  in  the  insectary,  again  indicating 
that  copulation  takes  place  soon  after  the  beetles  appear  from  hiberna- 
tion. Feeding  also  takes  place  soon  after  appearance  from  hiberna- 
tion. On  March  16  peach  blossoms  were  placed  in  the  jars  containing 
adult  beetles  that  had  just  appeared  from  hibernation;  by  the  next 
day  considerable  feeding  on  the  calyxes  had  taken  pJace. 

The  length  of  the  period  of  copulation  was  recorded  for  four  pairs 
on  March  17,  1923,  as  follows:  Pair  No.  1,  10  minutes;  pair  No.  2, 
35  minutes;  pair  No.  3,  1  hour;  pair  No.  4,  1  hour  and  10  niir\utes.  On 
March  23  some  records  were  made  as  to  how  soon  copulation  takes 
place  after  appearance  from  hibernation.  The  time  between  appear- 
ance from  hibernation  and  copulation  for  five  pairs  was  as  follows: 
Pair  No.  1,  30  minutes;  pair  No.  2,  3  hours;  pair  No.  3,  6  hours;  pair 
No.  4,  6  hours;  pair  No.  5,  o  minutes.  On  March  31  one  pair  was 
observed  in  copulation  under  the  binocular  for  1  hour  and  30  minutes. 

Adult  beetles  first  appeared  from  hibernation  in  large  numbers  in 
1923  on  March  27,  when  there  was  a  material  increase  in  the  number  of 
beetles  captured  by  jarring.  Most  of  these  beetles  were  taken  from 
the  rows  near  hibernating  places,  showing  that  they  had  just  left 
hibernation.  Low  temperatures  and  abnormal  weather  conditions 
were  perhaps  responsible  for  holding  the  beetles  in  hibernation  until 
late.  The  peach  trees  were  practically  in  full  bloom  on  March  27,  and 
this  condition  of  the  trees  brings  out  the  beetles  in  numbers  from 
hibernation. 

JARRING    RECORDS    OP    192? 

The  block  of  bearing  Hiley  trees  that  was  used  for  jarring  records  in 
1922  and  1923  (fig.  2)  was  also  used  for  jarring  throughout  the  season 
of  1924.  One  more  row  of  seven  trees  was  added  in  1924  to  replace 
those  that  had  died  during  the  previous  je&r.  Notes  were  again  made 
as  to  the  correlation  of  the  condition  of  the  trees  and  the  appearance  of 
curculios  in  the  orchard.  The  jarrings  were  made  only  about  once 
each  week  in  1924,  and  on  that  account  the  record  of  the  peaks  of 
appearance  from  hibernation  and  of  the  emergence  from  the  soil  of 
adult  curculios  may  not  be  so  accurate  as  that  of  other  years.  Table 
57  gives  the  weekly  jarring  record  for  this  orchard  from  March  18  to 
September  16. 


68 


TECHNICAL  BULLETIN  188,  tJ.  S.  DEPT.  OF  AGRICULTURE 


Table  57. — Number  of  plum  curculios  collected  by  jarring  the  trees  in  nine  rows  in 
a  Hiley  peach  orchard,  Fort  Valley,  Ga.^  1924 


Pate  of  jarring 

Number 
of  cur- 
culios 

Remarks 

Mar.  18        

0 

0 

51 

25 

67 
175 
111 

33 

69 
30 
22 

14 

19 

76 

63 

89 

lOS 

105 

98 

22 

14 

10 

5 

6 

0 

108 

21 
2 

It  wa3  so  cold  ami  rainy  during  the  first  two  weeks  in  March  that  jarring 
wa^  delayed.    Traa^  now  ab  mt  50  p3r  cent  full  bloom. 

Cool  anl  windy.    Trees  75  per  cent  full  bloom.    Minimum  during  preced- 
ing week  wan5°  F. 

Warm  since  Mar.  23.    Maximum  Mar.  21  78°  F.    Trees  in  full  bloom. 

Mar.  26 

Mar.  29 

Apr.  1       .  -  . 

Beetles  appearing  rapidly. 
La^t  night  cool,  minimum  42''  F.    Petals  beginning  to  shed. 
Warm.    Blossoms  75  per  cent  off.    Some  calyxes  bursting. 
Calyxes  about  80  oer  cent  off.    Trees  dusted  on  the  l-3th 

Apr.  8          ... 

Apr.  17 

Apr.  22    .- 

Fruit  sixe  of  a  quarter.    Six  Conotrachelusanaglynticus  taken  this  morning. 
Beating  rain  April  29.    Cloudy  and  windy.    Captured  seven  Conotrachelus 

anaglypticus. 
Warm.    Captured  eight  Conotrachelus  anaglypticus. 

Apr.  30 

May  6 

May  13 

Cool  last  four  days.    One  Conotrachelus  anaglypticus  taken  this  morning. 
Warm.    Caotured  three  Conotrachelus  anaglypticus. 

May  20           

May  27      

Warm.    Captured  two  Conotrachelus  anaglypticus. 

June  3     -' 

Warm.    Captured  three  Conotrachelus  anaglypticus. 
Hot.  Many  evidently  new  beetles. 

June  10 

June  IS 

June  25 

July  1 

Captured  one  Conotrachelus  anaglypticus. 

July  8          .  . 

Peaches  beginning  to  ripen. 

July  15     

59  per  cent  of  fruit  harvested. 

July  23 .— 

Fruit  all  harvested.    Elbertas  in  orchard  near  by  now  ripening. 
Warm.    Captured  one  new  Conotrachelus  anaglypticus. 

July  29 

Au?.  5 

Captured  one  Conotrachleus  anaglypticus. 

Aug  12 

Rows  6,  7,  8,  and  9  not  jarred.    Frames  broken. 

Aug.  19 

Clear  and  hot. 

Aug.  2S 

Clear  and  cooler,  although  past  week  was  very  hot.    Captured  one  Cono- 

Sept. 4      

trachelus  anaglypticus. 
Most  all  of  them  second-generation  adults.    Rain  during  week  brought 

Sept.  11 

them  out. 
Very  cool  during  past  week.    Some  beetles  probably  hunting  hibernation. 

Sept.  16 

Very  cool  during  past  week.    Rows  8  and  9  not  jarred.    Frames  broken. 

Total 

1,346 

CURCULIOS  CAUGHT  IN  EACH  ROW 


Row  No. 

Numbefof 
curculios 

Percentage 
ot  total 

Row  No. 

Number  of 
curculios 

Percentage 
of  total 

1 

324 

263 
163 

24.1 
19.5 
12  1 

7 

119 

67 
50 

1,346 

8.8 

2 

8 

5 

s 

9                     

3.7 

4 

5..   

126                     9.4 
108                    8 
126                     9. 4 

Total 

100 

6 

The  first  beetles  to  appear  in  this  orchard  in  1924  were  taken  on 
March  29.  The  first  beetle  to  appear  during  1924,  however,  wsis  noted 
on  March  18,  when  an  individual  left  Bermuda  grass  in  a  cage  on 
the  laboratory  grounds.  The  cold  and  damp  weather  kept  the 
beetles  from  appearing  in  the  orchards  during  early  March  in  1924. 
Two  to  three  inches  of  snow  fell  in  the  Georgia  peach  belt  on  the  night 
of  March  13.  A  peach  grower  reported  having  seen  several  adult 
curculios  on  Hiley  blooms  on  March  11.  There  were  only  a  few 
blooms  out  on  that  date.  A  minimum  temperature  of  25.5°  F.  w^as 
recorded  on  the  morning  of  March  11,  and  this  perhaps  killed  some 
of  the  beetles  that  had  appeared  from  hibernation.  It  w^as  so  cold 
and  rainy  during  the  first  tw^o  weeks  of  March  that  the  jarring  opera- 
tions were  not  started  until  March  18.  The  first  week  in  March 
was  very  rainy,  and  during  the  second  week  unusually  low  tempera- 


PLUM  CtTRCtTLIO  IN  THE  GEORGIA  PEACH  BELT 


69 


tures  occurred  as  follows:  March  11,  25.5°;  March  12,  34°;  March 
13,  32°;  March  14,  32°;  March  15,  29°.  Only  about  50  per  cent  of 
the  Hiley  peaches  were  in  full  bloom  by  March  15.  In  all  proba- 
bility very  few  beetles  were  present  in  the  orchards  in  1924  until  the 
third  and  fourth  weeks  in  March. 

Hiley s  were  in  full  bloom  on  March  29.  On  this  date  a  peach  petal 
was  found  in  the  field  showing  curculio-feeding  marks.  Beetles  were 
feeding  vigorously  in  captivity  on  that  date.  One  record  showed 
that  an  individual  started  to  feed  on  peach  calyxes  in  2  hours  and 
40  minutes  after  appearing  from  hibernation. 

A  stray  male  curculio  was  found  near  the  insectary'on  March  26. 
Beetles  were  appearing  from  hibernation  cages  in  limited  numbers  at 
the  laboratory  between  March  18  and  25.  The  first  copulation  record 
was  made  on  March  28  on  a  pair  that  emerged  from  hibernation 
cages  sometime  between  March  18  and  25. 

Fifty-one  beetles  were  recorded  from  jarring  on  March  29.  On 
account  of  a  high  wind  that  prevailed  at  the  time  of  jarring,  perhaps 
many  beetles  were  lost  during  the  operation.  Beetles  were  appearing 
in  numbers  by  April  5.  On  this  date  there  were  a  few  very  small 
peaches  in  the  orchards,  '^ shucks"  were  rapidly  falling  from  the 
Hiley s,  and  Uneedas  were  in  full  bloom.  By  April  9,  10  per  cent  of 
the  shucks  had  shed  from  Elbertas  and  25  per  cent  from  Hileys. 

The  peak  of  appearance  from  hibernation  in  the  orchard  used  for 
jarring  in  1924  probably  occurred  about  the  middle  of  April.  The 
peak  of  emergence  of  first-generation  adults  from  the  soil  probably 
occurred  during  the  latter  part  of  June.  The  beetles  probably  started 
to  emerge  about  June  10.  The  peak  of  emergence  of  second-genera- 
tion adults  from  the  soil  probably  took  place  about  September  1. 
A  total  of  1,346  beetles  were  captured  from  the  107  trees  during  the 
1924  season,  which  is  only  31  beetles  more  than  were  captured  during 
the  previous  season.  The  general  curculio  infestation  was  light  in 
Georgia  in  both  1923  and  1924.  The  percentage  captured  on  the  first 
row,  the  one  ne'arest  the  woods,  was  again  higher  than  the  percentage 
captured  on  other  rows.  Of  the  beetles  captured  during  the  season, 
24.1  per  cent  were  taken  from  the  first  row  and  19.5  per  cent  from  the 
second  row.  The  percentage  of  beetles  captured  on  the  other  rows 
varied  from  3.7  to  12.1. 

Table  58  brings  together  the  monthly  totals  and  percentages  of 
curculios  jarred  from  peach  trees  at  Fort  Valley,  Ga.,  during  the 
four  years. 

Table  58. — Monthly  total  and  percentage  of  plum  curculios  jarred  from  peach  ireesy 
Fort  Valley,  Ga.,  1921-1924 


1921 


I  Number  of 
I     beetles 


March 

April 

May.- 

June 

July 

August 

September. 
October 

Total 


5,419 

558 

325 

2,585 

1,328 

166 

47 


10, 436 


Percentage 
of  total 


51.9 

5.3 

3.1 

24.8 

12.7 

1.6 

.5 

.1 


100 


1922 


March 

April 

May 

June 

July. 

Augu.st 

Total 


Number  of 
beetles 


2,010 

1,  661 

622 

1,239 

175 

121 


5,728 


Percentage 
of  total 


35.1 

29.0 

9.1 

21.6 

3.1 

2.1 


100 


70        TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  58. — Monthly  total  and  percentage  of  plum  curculios  jarred  from  peach  trees, 
Fort  Valley,  Ga.,  19S 1-1 92 4— Continued 


1923 


March 

April 

May 

June 

July 

August 

Total 


Number  of 

Percentage 

beetles 

of  total 

157 

11.9 

588 

44.7 

7f) 

5.8 

297 

22.6 

181 

13.7 

16 

1.2 

1,315 

100 

1924 


Iv 


Number  of 
beetles 


March  . 

51 

April    

411 

May 

135 

June 

250 

July.. 

347 

August 

September 

Total.. 

21 
131 

1,346 

Percentage 
of  total 


3.8 
30.5 
10.0 
18.6 
25.8 
1.6 
9.7 


100 


Table  56  shows  that  during  March  the  percentages  of  curcuUos 
captured  by  jarring  were  51.9  and  35.1  for  1921  and  1922,  respectively. 
The  beetles  came  out  of  hibernation  in  numbers  early  during  1921 
and  1922,  and  there  were  two  full  generations  in  the  orchards  those 
years.  The  emergence  of  first-generation  adults  was  heavy  in  June 
of  those  years.  The  beetles  were  late  leaving  hibernation  in  numbers 
during  1923.  Only  12  per  cent  of  the  beetles  were  captured  by  jarring 
during  March,  whereas  44.7  per  cent  were  captured  during  April. 
The  peach  season  was  not  delayed  in  1923  and  the  crop  was  off  before 
many  first-generation  adults  emerged.  These  were  emerging  during 
June  and  July.  The  beetles  were  late  leaving  hibernation  during  1924, 
but  as  the  peach  season  was  also  late  that  year,  two  generations  of 
the  insect  were  produced.  The  beetles  did  not  appear  from  hiberna- 
tion in  numbers  until  April.  First-generation  adults  were  emerging 
during  June  and  July,  and  second-generation  adults  were  emerging 
during  September.  The  numbers  of  adults  captured  by  jarring  during 
each  of  the  four  years  indicate  the  effectiveness  of  the  curculio-sup- 
pression  campaign  that  was  waged  during  those  years. 

Figure  3  gives  a  graphic  comparison  of  the  emergence  of  plum  cur- 
culios in  a  commercial  peach  orchard  as  shown  by  jarring  at  Fort 
Valley,  Ga.,  during  the  four  years. 

There  were  distinct  peaks  of  appearance  from  hibernation  and  of 
emergence  of  first-generation  adults  for  each  of  the  four  years.  There 
was  a  distinct  peak  of  emergence  of  second-generation  adults  for  1924. 
The  jarring  was  stopped  too  early  in  1922  to  show  the  peak  of  emergence 
of  second-generation  adults.  A  slight  rise  in  the  number  captured 
on  September  20,  1921,  may  indicate  a  peak  of  emergence  of  second- 
generation  adults  for  that  year. 


RELATION  OF  TEMPERATURE  TO  APPEARANCE  OF  PLUM  CURCULIOS  FROM 

HIBERNATION 

Table  59  gives  the  jarring  records  for  the  four  years  and  shows  the 
relation  between  temperature  and  the  appearance  of  the  plum  cur- 
culios from  hibernation. 


PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT 


71 


^^I^^Si^,^^  ^  ^  S  ^  ^  ^  F^  S  ^  ^  i*^  ^  i^  ^^-^ 


72         TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICXJLTUEE 

TABbE  59. — Jarring  records  showing  relation  of  temperature  to  appearance  of  plum 
curculios  from  hibernation,  Fort  Valley,  Ga.,  1921-1924 


Aver- 

Arer- 

Aver- 

Aver- 

age 

age 

age 

age 

mean 

mean 

mean 

mean 

Date  of 

temper- 
ature 

Bee- 
tles 
caught 

Date  of 

temper- 
ature 

Bee- 
tles 
caught 

Date  of 

temper- 
ature 

Bee- 
tles 
caught 

Date  of 

temper- 
ature 

Bee- 
tles 
caught 

jarring 

for  24 
hours 

jarring 

for  24 
hours 

jarring 

for  24 
hours 

jarring 

for  24 
hours 

previ- 

previ- 

previ- 

previ- 

ous to 

ous  to 

ous  to 

ous  to 

jarring  i 

jarring  » 

jarring  > 

jarring  > 

Num- 

Num- 

Num- 

Num- 

1921 

op 

ber 

1922 

°F. 

ber 

1923 

^F. 

ber 

1924 

op 

ber 

Mar.    4 

65. 63 

1 

Mar.  16 

57.38 

208 

Mar.    5 

67.3 

1 

Mar.  18 

55.5 

0 

Mar.    7 

64.  54 

36 

Mar.  18 

61.58 

227 

Mar.    8 

45.9 

1 

Mar.  26 

58.1 

0 

Mar.    9 

71.00 

174 

Mar.  21 

47.71 

157 

Mar.  12 

70.3 

5 

Mar.  29 

69.3 

51 

Mar.  11 

59.42 

83 

Mar.  23 

50.79 

88 

Mar.  15 

63.3 

3 

Apr.    1 

66.6 

25 

Mar.  14 

65. 13 

662 

Mar.  25 

eo.  63 

465 

Mar.  22 

61.2 

9 

Apr.     8 

64.3 

67 

Mar.  l.s 

65.88 

521 

Mar.  28 

f;9.  48 

331 

Mar.  27 

63.9 

138 

Apr.  17 

66.5 

175 

Mar.  17 

68.75 

712 

Mar.  30 

70.58 

534 

Apr.     2 

44.1 

37 

Apr.  22 

71.9 

111 

Mar.  19 

71.92 

981 

Apr.     1 

56.  58 

117 

Apr.     5 

64.0 

98 

Apr.  30 

70.0 

33 

Mar.  21 

71.92 

1040 

Apr.     4 

67.71 

456 

Apr.     9 

59.1 

51 

May    6 

73.5 

69 

Mar.  24 

52.  58 

270 

Apr.     6 

69.  00 

369 

Apr.  12 

65.6 

129 

May  13 

65.6 

30 

Mar.  26 

68.96 

432 

Apr.     8 

69.71 

252 

Apr.   17 

64.1 

74 

May  20 

78.6 

22 

Mar.  28 

74.  25 

442 

!  ADr.  11 

76.29 

89 

Apr.   19 

54.2 

13 

May  27 

74.0 

14 

Mar.  30 

51.67 

65 

Apr.  13 

70.71 

110 

Apr.  23 

74.8 

81 

June    3 

63.5 

19 

Apr.     2 

54. 17 

83 

Apr.  15 

78.79 

57 

Apr.  20 

66.8 

68 

June  10 

81.0 

75 

Apr.    4 

60.22 

119 

Apr.  IS 

77.92 

117 

Apr.  30 

65.6 

37 

June  18 

86.5 

66 

Apr.     6 

66.96 

101 

Apr.  20 

61.63 

25 

May    7 

66.9 

30 

June  25 

73.6 

89 

Apr.     8 

70.63 

109 

Apr.  22 

62.88 

18 

May  10 

53.8 

1 

July     1 

74.5 

108 

Apr.  11 

49.04 

2 

1  Apr.  25 

63.13 

5 

May  14 

71.0 

18 

July     8 

75.5 

105 

Apr.  13 

68.46 

3 

Apr.  27 

73.60 

46 

May  17 

66.7 

10 

July   15 

81.5 

98 

Apr.  16 

70.13 

34 

May    2 

64.25 

15 

May  21 

70.2 

4 

July  23 

85.8 

22 

Apr.  19 

47.54 

6 

May    4 

71.79 

4 

May  24 

75.2 

13 

July  29 

80.3 

14 

Apr.  21 

64.50 

13 

May    6 

68.42 

12 

June    2 

69.9 

13 

Aug.    5 

82.7 

10 

Apr.  25 

75.  54 

30 

May    9 

78.08 

27 

June    6 

73.9 

6 

Aug.  12 

86.3 

5 

Apr.  28 

68.83 

30 

May  11 

76.83 

64 

June    8 

77.7 

40 

Aug.  19 

86.1 

6 

Apr.  30 

64.75 

28 

May  13 

78.04 

45 

June  11 

75.0 

49 

Aug.  26 

85.1 

0 

May    3 

CO.  25 

9 

i  May  18 

63.38 

20 

June  14 

72.5 

83 

Sept.    4 

71.8 

108 

May    6 

f  2.  46 

16 

May  20 

68.71 

32 

June  18 

77.1 

41 

Sept.  11 

65.5 

21 

May    9 

73.33 

19 

'■  May  23 

73.63 

30 

June  21 

79.5 

34 

Sept.  16 

67.2 

2 

May  11 

74.42 

15 

'  May  25 

77.17 

74 

June  29 

72.5 

31 

May  14 

68.39 

21 

May  30 

65.24 

199 

July     2 

75.3 

28 

1  Average  mean  temperature  detsrmined  from  hy grothc  rmograph  records. 

These  data  substantiate  the  conchision  of  Quaintance  and  Jenne  ^ 
that  a  mean  temperature  of  from  55°  to  60°  F.  is  required  to  cause  the 
beetles  in  hibernation  to  become  active.  The  beetles  apparently 
come  out  of  hibernation  in  numbers  when  the  mean  temperature  has 
been  above  60°  for  several  successive  days.  In  several  cases  beetles 
were  jarred  in  numbers  on  days  following  24-hour  periods  when  the 
mean  temperature  was  below  55°,  but  these  beetles  were  probably 
brought  out  of  hibernation  by  earlier  periods  of  warm  weather  and 
remained  on  the  trees.  The  number  caught  by  jarring  is  usually 
greatly  reduced  by  periods  of  cold  weather.  There  are  other  con- 
ditions which  probably  influence  the  appearance  of  beetles  from  hiber- 
nation and  the  numbers  caught  by  jarring.  The  odor  from  the  bloom- 
ing peach  trees,  and  perhaps  rain  and  wind,  influence  the  appearance 
of  the  beetles  from  hibernation  to  some  extent.  Undoubtedly  wind, 
rain,  location  of  hibernating  quarters,  and  the  number  of  beetles 
captured  by  previous  jarrings  affect  the  number  of  beetles  caught  in 
the  orchard  by  jarring  on  a  given  date. 


»  Quaintance,  A.  L.,  and  Jenne,  E.  L.    Op.  Cit. 


PLUM  CUECTJLIO  IN  THE  GEORGIA  PEACH  BELT 


73 


THE  RELATION  OF  MOISTURE  AND  TEMPERATURE  TO  THE  DEVELOPMENT  OF  THE 

CURCULIO 

Moisture,  as  well  as  temperature,  greatly  influences  the  develop- 
ment of  the  curculio.  Continuous  rains  will  cause  the  curculio  in  the 
several  stages  to  remain  in  the  soil  longer  than  normally,  and  this  is 
undoubtedly  responsible  for  only  one  brood  in  some  years,  on  account 
of  delay  in  the  emergence  of  first-generation  adults  until  after  the 
peaches  are  harvested.  The  development  of  the  adult  during  the 
pupal  stage  is  prolonged  by  a  drought.  Very  dry  soil,  especially  if 
there  is  a  crust  on  the  surface,  will  delay  the  escape  of  newly  emerged 
adults, from  the  soil.  Some  of  the  tender,  newly  transformed  adults 
may  be  killed  while  trying  to  escape  from  dry  and  hard  soil.     A 


as- 


/  2  J  ^  ^67  a  9  /O  // 

FiGUUE  4.— Comparison  of  normal  monthly  precipitation  and  temperature  at  Marshallville,  Ga., 
for  29  years,  with  precipitation  and  mean  temperature  by  months  for  the  year  1921.  Points 
indicating  normal  data  are  connected  by  a  solid  line;  those  indicating  data  for  1921  by  a  broken 
line 

drought  during  the  pupation  period  would  therefore  tend  to  delay  the 
emergence  of  new  adults  from  the  soil. 

Low  temperatures  and  cold  spring  rains  will  retard  the  appearance 
of  overwintered  adults  from  hibernation  in  the  spring.  This  will 
cause  the  deposition  of  first-generation  eggs  later  than  normal  and 
consequently  the  emergence  of  first-generation  adults  later  than 
usual.  This  condition  would  influence  the  number  of  broods,  in  that 
the  first-generation  beetles  might  not  escape  from  the  soil  until  after 
peach  harvest,  leaving  no  host  for  the  deposition  of  second-generation 

The  four  climographs  in  Figures  4,  5,  6,  and  7,  showing  the  rainfall 
and  temperature  for  1921,  1922,  1923,  and  1924,  as  compared  with  a 
29-year  average  at  Marshallville,  Ga.,  7  miles  from  Fort  Valley,  are 
given  to  show  the  influence  of  these  climatic  factors  on  the  develop- 
ment of  the  curculio  during  the  four  years  that  the  life-history  studies 
were  under  way. 


74        TECHNICAL  BULLETIN  188,  V.  S.  DEPT.  OF  AGRICULTURE 

From  the  1921  climograph  it  will  be  noted  that  the  temperature 
was  considerably  higher  than  normal  during  March  and  the  rainfall 


^  ,5^  6  7  a  9 


riGL'RE  5.— Comparison  of  normal  monthly  precipitation  and  temperature  at  Marshallville,  Oa., 
for  29  years,  with  precipitation  and  mean  temperature  by  months  for  the  year  1922.  Points 
indicating  normal  data  are  connected  by  a  solid  line;  those  indicating  data  for  1922  by  a  broken 
line 


was  much  below  normal.  The  temperature  was  also  higher  and  the 
rainfall  less  than  normal  during  February.  These  conditions  caused 
the  adult  curculios  to  leave  hibernation  early.     They  appeared  in 


—O  /  Z  .S  ^  ^  e  zr  ^  J?  /<?  //  /^  A^ 

/0>e^C;//^/7>/7-/0/V  /jV  /A^O//^i5^ 

Figure  6.— Comparison  of  normal  monthly  precipitation  and  temperature  at  ISTarshallville,  Ga  ,  for  29 
years,  with  precipitation  and  mean  temperature  by  months  for  the  year  1923.  Points  indicating  normal 
data  are  connected  by  a  solid  line;  those  indicating  data  for  1923  by  a  broken  line 

the  orchards  in  numbers  during  the  early  part  of  March  and  the  peak 
of  appearance  was  reached  that  year  by  March  21.  Weather  con- 
ditions were  normal  during  the  period  when  the  insect  was  in  the 
soil  passing  through  the  stages  of  development,  and  the  first-generation 


PLUM  CUECtJLIO  IN  THE  GEORGIA  PEACH  BELT 


75 


adults  were  emerging  in  numbers  before  any  of  the  late  varieties  of 
peaches  were  harvested.  Second-generation  eggs  were  deposited  in 
the  fruit  on  the  trees  and  a  complete  second  generation  of  the  curculio 
occurred  that  year.  The  rainfall  during  July  wa.s  much  above 
normal,  but  this  had  very  little  influence  on  the  number  of  broods 
that  year,  as  it  occurred  after  the  emergence  of  the  first-generation 
adults.  It  may  have  caused  the  earliest  larvae  of  the  second  genera- 
tion to  remain  as  larvae  in  the  soil  for  a  longer  time  than  normal 
and  thereby  delayed  the  emergence  of  second-generation  adults  from 
the  soil.  Second-generation  adults  were  emerging  from  August  12 
to  September  4.  There  was  no  oviposition  by  these  adults  in  1921. 
In  1922  the  beetles  again  appeared  early  from  hibernation.  They 
started  to  appear  in  the  orchards  on  March  1  and  could  be  collected  in 


3  -^  ^  6  -7 

FiouRK  7.— Comparison  of  normal  monthly  precipitation  and  temperature  at 
JMarshaliville,  Ga.,  for  29  years,  with  precipitation  and  mean  temperature  by 
months  for  the  year  1924.  Points  indicating  normal  data  are  connected  by  a 
solid  line;  those  indicating  data  for  1924  by  a  broken  line 

numbers  during  March.  The  peak  of  appearance  from  hibernation 
was  reached  on  March  30.  As  shown  by  the  1922  climograph,  the 
mean  temperature  for  February  was  9  °  above  normal .  This  is  perhaps 
responsible  for  the  early  appearance  of  the  beetles  from  hibernation, 
even  though  the  rainfall  in  March  was  much  above  normal.  The 
mean  temperature  for  March,  however,  was  normal.  First-generation 
adults  started  to  emerge  from  the  soil  on  May  29.  They  emerged  in 
numbers  before  any  of  the  late  varieties  of  peaches  were  harvested 
and  deposited  second-generation  eggs  in  them.  There  was  a  complete 
second  generation  in  1922,  and  one  adult  of  a  third  generation  was 
reared  in  the  insectary.  Second-generation  adults  therefore  mated, 
and  some  third-generation  eggs  were  deposited  in  1922,  the  only  year 
in  the  four  when  this  occurred.  Second-generation  adults  started  to 
emerge  on  July  27,  the  earliest  date  of  second-generation  emergence 
during  the  four  years,  and  continued  to  emerge  until  October  24. 
While  the  May  precipitation  was  above  normal,  the  temperature  was 


76        TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 

normal,  and  as  there  was  a  precipitation  deficiency  with  above-normal 
temperature  in  April  when  most  of  the  first-generation  larvae  were  in 
the  soil  passing  through  the  stages  of  transformation,  the  emergence 
of  first-generation  adults  was  not  delayed,  and  they  were  appearing 
in  numbers  before  the  late  peaches  were  off  the  trees.  The  temperature 
and  rainfall  during  July,  August,  September,  and  October  were  about 
normal,  and  the  second  generation  developed  under  optimum  condi- 
tions, the  adults  emerging  over  a  long  period  from  July  27  to  October  24. 

The  beetles  were  late  leaving  hibernation  in  1923.  Even  though  the 
jarring  record  shows  that  one  curculio  appeared  in  the  orchard  on 
March  5,  the  beetles  did  not  start  to  leave  hibernation  in  numbers 
until  March  22.  The  peak  of  appearance  from  hibernation  was 
reached  on  March  27.  The  climograph  for  1923  shows  that  the  early 
spring  was  wet  and  cool.  The  mean  temperature  for  both  January 
and  February  was  above  normal,  and  while  the  March  mean  tempera- 
ture was  a  little  above  normal  there  was  an  excess  of  rainfall.  These 
weather  conditions  kept  the  beetles  in  hibernation  later  than  normal. 
First-generation  adults  did  not  start  to  emerge  from  the  soil  until 
June  7.  They  continued  to  emerge  until  September  26.  Some  of  the 
first-generation  eggs  were  therefore  deposited  very  late.  The  rainfall 
during  May  was  more  than  9  inches  above  normal,  and  the  tempera- 
ture was  a  little  under  normal.  There  was  also  an  excess  of  rainfall 
and  a  mean  temperature  below  normal  in  June.  These  conditions 
were  very  unfavorable  for  the  development  of  the  curculio  in  the  soil. 
The  peach  crop  was  harvested  in  Georgia  before  the  majority  of  the 
first-generation  adults  were  fertilized  and  ready  to  deposit  eggs. 
Consequently  only  one  generation  of  the  curculio  occurred  in  Georgia 
peach  orchards  in  1923.  This  was  the  only  year  during  the  course  of 
these  life-history  investigations  that  two  generations  did  not  occur. 

The  beetles  were  again  late  in  leaving  hibernation  in  1924.  They 
did  not  start  leaving  in  numbers  until  March  29,  although  the  first 
beetle  was  noted  oj^  March  18.  The  peak  of  appearance  from  hiberna- 
tion did  not  occur  until  about  the  middle  of  April.  As  shown  by  the 
1924  climograph,  the  spring  was  very  cold.  The  mean  temperature 
for  March,  when  most  of  the  beetles  are  usually  appearing  from 
hibernation,  was  much  below  normal.  January  and  February 
temperatures  were  also  below  normal.  Rains  were  frequent  in  March, 
and  2  to  3  inches  of  snow  fell  on  March  13.  These  conditions  pre- 
vented the  beetles  from  appearing  from  hibernation  at  the  normal 
time  and  also  were  responsible  for  a  late  blooming  season.  Weather 
conditions  were  normal  during  April,  May,  and  June,  except  that  the 
June  precipitation  was  a  little  above  normal.  As  a  result,  the  first 
generation  developed  in  normal  time  in  the  soil,  and  first-generation 
adults  started  to  emerge  on  June  8.  They  were  emerging  in  numbers 
by  the  middle  of  the  month.  As  the  peach  season  was  late,  first-gener- 
ation adults  were  emerging  in  numbers  before  the  crop  was  harvested. 
Second-generation  eggs  were  deposited  under  fairly  normal  conditions, 
and  a  second  generation  of  adults  occurred.  They  started  to  emerge 
en  August  24  and  continued  to  emerge  until  October  11. 

Even  though  the  hibernated  adults  were  as  late  appearing  in  the 
orchards  in  1924  as  in  1923,  two  generations  of  the  insect  occurred  in 
Georgia  in  1924,  whereas  only  one  generation  occurred  in  1923.  The 
1923  peach  season  was  about  two  weeks  earfier  than  the  1924  season, 
and  as  unfavorable  conditions  occurred  during  the  pupation  season 
of  the  first  generation  in  1923,  the  adults  did  not  emerge  in  time  to 


Tech.  Bui.  188.  U.  S.  Dcpt.  of  Agriculture 


PLATE    10 


A  and  B   Adults  of  Triaspis  curculionis:  A,  male;  B,  female.    X  5.    C  and  D,  Adults  of  two 
species'  of  curculio:  C,  cambium  curculio  {Conotrachelus  anaglypticus);  D,  plum  curcuUo 

(C  nenuphar).     X  8 


PLUM  CUKCULIO  IN  THE  GEORGIA  PEACH  BELT 


77 


deposit  second-generation  eggs  before  the  fruit  was  harvested.  Normal 
conditions  occurred  during  the  1924  pupation,  and  first-generation 
adults  emerged  well  in  advance  of  the  harvest  of  the  late  varieties  of 
peaches.  Second-generation  eggs  were  deposited  in  the  fruit,  and  a 
second  generation  of  adults  was  produced.  The  number  of  beetles 
appearing  from  hibernation  and  in  the  orchard  throughout  the  1924 
season  was,  however,  just  a  very  few  more  than  in  1923.  The  control 
measures  enforced  in  1924  were  very  effective  in  preventing  an  increase 
from  the  two  generations. 

PARASITES    OF   THE   PLUM    CURCULIO   IN    GEORGIA 

The  most  important  and  most  common  parasite  of  the  plum  curculio 
in  Georgia  is  the  hymenopterous  parasite  of  the  larva  (Sigalphus) 
Triaspis  curculionis  Fitch.  (PL  10,  A.  B.)  This  insect  was  reared  in 
large  numbers  during  each  of  the  four  years  that  the  curculio  studies 
were  under  way.  (S.)  T.  curculionis  var.  rujus  Riley  was  also  reared 
in  numbers  each  year.  Two  important  dipterous  parasites  of  the 
curculio  larva  that  were  reared  at  Fort  Valley  are  Myiophasia  globosa 
Townsend  and  Cholomyia  longipes  Fab.  The  only  egg  parasite  which 
was  reared  was  the  hymenopterous  parasite  {Anaphes)  Anaphoidea 
conotracheli  Girault. 

During  the  season  of  1921  a  record  was  kept  of  the  emergence  of 
Triaspis  curculionis  from  15  parasite  boxes  in  which  11,116  curculio 
larvae  were  placed  from  April  10  to  28.  Table  60  shows  that  0.7  per 
cent  of  these  curculio  larvae  were  parsitized  by  T.  curculionis.  This 
percentage  is  unusually  low  and  may  be  due  to  the  number  of  larvae 
unaccounted  for,  many  of  which  were  probably  destroyed  by  ants. 
Only  991  of  the  11,116  larvae,  or  8.9  per  cent,  transformed  to  adults 
and  were  recorded  as  such  as  they  emerged  from  the  soil.  The  first 
T.  curculionis  issued  on  May  3,  and  the  last  was  recorded  on  June  9. 
The  heaviest  emergence  was  between  May  15  and  25.  Of  the  T. 
curculionis  issuing  from  the  curculio  larvae  that  reached  maturity 
between  April  10  and  28,  28.4  per  cent  were  males  and  71.6  per  cent 
were  females. 


Table  60. — Emergence  of  Triaspis  curculionis  from  plum-curculio  larvae  during 
season  of  1921  at  Fort  Valley,  Ga. 


Cage  No. 

Date 

larvae 

were 

placed  in 

sou 

Larvae 
placed 
in  soil 

Triaspis  curculionis 
emerging  i 

Larvae 
parasit- 
ized by 
Triaspis 
curcu- 
lionis 

"  Beetles 
emerging 

Larvae 
trans- 
forming 
to  beetles 

Male 

Female 

1 

Apr.  10 
Apr.   11 
Apr.   12 
Apr.  13 
Apr.   14 
Apr.   15 
Apr.   16 
Apr.  17 
Apr.   18 
Apr.   19 
Apr.   20 
Apr.  21 
Apr.  22 
Apr.  27 
Apr.  28 

Number 

980 

1,260 

889 

1,352 

1,312 

1,101 

1,156 

1,245 

725 

315 

214 

249 

155 

94 

69 

Number 
7 
5 
5 
1 
0 
0 
0 
0 
3 
0 
0 
0 
0 
0 
0 

Number 
20 
9 
10 
7 
2 
0 
0 
2 
3 
0 
0 
0 
0 
0 
0 

Per  cent 
2.8 
1.1 
L7 
.6 

:l 

.0 
.2 
.8 
.0 
.0 
.0 
.0 
.0 
.0 

Number 

205 

120 

77 

136 

209 

39 

27 

69 

79 

10 

13 

1 

2 

3 

1 

Per  cent 
20.9 

2 

9.5 

3 - 

8.7 

4..   .                                     

10.1 

5 

15.9 

6 

3.5 

7  .     . 

2.3 

8... 

5.5 

9 

10.9 

10 

3.2 

11 .  . 

6.1 

12 

0.4 

13 

1.3 

14.. 

3.2 

15 

L4 

Total  or  average.      

11, 116 

21 

53 

.7 

991 

8.9 

1  Triaspis  curculionis  emerged, from  May  13  to  June  7;  males,  28.4  per  cent;  females,  71.6  per  cent.. 


78 


TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 


Table  61. — Emergence  of  Triaspis  curculionis  from  plum-curculio  larvae  during 
season  of  1922  at  Fort  Valley,  Ga. 


Cage  No. 

Date 

larvae 

were 

placed  in 

soil 

Larvae 
placed 
in  soil 

Triaspis  curculionis 
emerging  i 

Larvae 
parasit- 
ized by 
Triaspis 
curcu- 
lionis 

Beetles 
emerging 

Larvae 
trans- 

Male 

Female 

forming 
to  beetles 

1 

Apr.  24 
Apr.  26 
Apr.  27 
Apr.  28 
Apr.  29 
Apr.  30 
May    1 
May    2 

Number 
154 
118 
243 
359 
147 
1,052 
218 
661 

Number 

1 
2 
2 
3 

1 
1 
1 
1 

Number 
0 
1 
2 
2 
3 
1 
0 
1 

Per  cent 

0.6 

2.5 

L6 

1.4 

2.7 

.2 

.5 

.3 

Number 
62 
99 

166 

190 
86 

522 
37 

246 

Percent 
40.3 

2 

83  9 

3 

68.3 

4 

52.9 

5 

58.5 

6 

49.6 

7 

17.0 

8 

37.2 

Total  or  average.. 

2,952 

12 

10 

0.7 

1, 408  1            47.  7 

1  Triaspis  curculonis  emerged  from  May  17  to  June  15;  males,  54.5  per  cent;  females,  45.5  per  cent. 

In  1922  a  record  was  kept  of  the  emergence  of  T.  curculionis  from 
eight  parasite  boxes  in  which  2,952  curcuHo  larvae  were  placed  from 
April  24  to  May  2,  and  of  these  0.7  per  cent  were  parasitized  by 
T.  curculionis.  This  is  the  same  degree  of  parasitism  as  recorded  in 
1921.  Of  the  2,952  larvae,  47.7  per  cent  transformed  to  adult 
curculios.  The  first  T.  curculionis  issued  on  May  17  and  the  last 
on  June  15.  The  heaviest  emergence  was  during  the  latter  part  of 
May.  Of  the  T.  curculionis  issuing  from  the  curculio  larvae  that 
reached  maturity  between  April  24  and  May  2,  1922,  54.5  per  cent 
were  males  and  45.5  per  cent  females. 

Table  62  gives  a  record  of  T.  curculionis  issuing  from  curculio  larvae 
that  were  placed  in  individual  vials  from  May  8  to  12.  These  para- 
sites, all  females,  issued  from  June  5  to  17. 

Table  62. — Emergence  of  Triaspis  curculionis  from  plum-cuculio  larvae  placed  in 
individual  vials  during  season  of  1922,  Fort  Valley,  Ga. 


Date  larvae  were  placed  in  soil  in  vials 

Larvae 

placed  in 

soil  in 

vials 

Triaspis 
curculi- 
onis 
emerging  1 

Larvae 
parasit- 
ized by 
Triaspis 
curculi- 
onis 

Beetles 
emerging 

Larvae 
trans- 
forming 
to  beetles 

Mays 

Number 
12 

8 
5 

7 

Number 

Per  cent 

8.3 

12.5 

20.0 

14.3 

Number 
7 
5 
3 
4 

Per  cent 
58.3 

May  10 

62.5 

May  11 .  . 

60.0 

May  12. 

57.1 

Total  or  average  . 

32 

4 

12.5  1              19 

59.4 

Triaspis  curculionis  emerged  from  June  5  to  17;  all  females. 


PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT 


79 


Table  63. — Emergence  of  Triaspis  curculionis  and  other  parasites  from  plum- 
cur  culio  larvae  during  season  of  1923,  at  Fort  Valley,  Ga. 


Cage  No. 


Date  lar- 
vae were 
placed  in 
soil 


May    2 

2 May    4 

3. .J  May    5 

4 do-.- 

5 do-.- 

6 May    6 

7 do-.. 

8 I  May    7 

9 i  May    8 

10 .-..do... 

11 -I  May    9 

12 May  17 

13 Aug.     2 


Total  or  average 6,703 


Larvae 
placed 
in  soil 


Number 
5 
607 
553 
586 
589 
575 
625 
647 
500 
747 
874 
390 
5 


Parasites  emerging 


Triaspis  curcu- 
lionis > 


Male     Female 


Number 
0 
4 

33 
9 
11 
20 
14 
4 
16 
41 
15 


176 


Number 
0 
0 
46 

6 
27 
13 

6 
22 
31 
37 
15 

0 


Triaspis  curcu' 
lionis  var.  rufus  * 


Male     Female 


205 


Number 
0 
0 
1 
0 
0 
0 
0 
0 
0 
1 
0 
1 
0 


Number 
0 
0 

1 


Myio- 
phasia 
globosa 


Number 
1 
0 
0 
2 
0 
0 
0 
1 
0 
0 
1 
1 
0 


Cholo- 
myia 
lon- 
gipes 


Number 
0 
0 
0 
0 
0 
0 
0 
0 
0 
0 
0 
0 
1 


Larvae 
para- 
sitized 
by- 


Tri- 
aspis 
curcii- 
lionis 


Per  cent 

0."6 

14.3 
1.9 
2.9 
8.2 
4.3 
1.5 
7.6 
9.6 
5.9 
6.2 


5.7 


Cage  No. 


1 -. 

May    2 

May    4 

May    5 

...do 

2 

3 

4 

5 .- 

6-   .. 

-..do--.. 
May    6 

...do 

May    7 
May    8 

-.do 

7... 

8 .. 

9 

10 

11-- 

May    9 
May  17 
Aug.    2 

12  - 

13 

Total  or  average 6,  703 


Date  lar- 
vae were 
placed  in 
soil 


Larvae 
placed 
in  soil 


Number 
5 
607 
553 
586 
589 
575 
625 
647 
500 
747 
874 
390 
5 


Larvae  parasitized  by- 


Tri- 
aspis 
curcu' 
lionis  ! 

var.    j 
rufus  I 


Myio- 
phasia 
globosa 


Cholo- 

myia 
lon- 
gipes 


1 , 

Per  cent  Per  cent  Per  cent 
20.0 


0.4 
.2 
.2 
.2 
.2 
.2 
.2 
.3 
.2 
.5 


20.00 


,01 


Larvae 
parasit- 
ised by 
all  para- 
sites 


Per  cent 

20.0 

.6 

14.6 

2.4 

3.1 

8.3 

4.5 

L9 

7.8 

9.9 

6.3 

6.9 

20.0 


6.0 


Beetles 
emerg- 
ing 


Number 

0 

74 

64 

34 

114 

119 

128 

122 

103 

162 

196 

158 

1 


Larvae 
trans- 
form- 
ing to 
beetles 


Per  cent 


12.2 
11.6 
5.8 
19.4 
20.7 
20.5 
18.9 
20.6 
2L7 
22.4 
40.5 
20.0 


Larvae 
not  ac- 
counted 
for 


Per  cent 
80.0 
87.2 
73.8 
91.8 
77.6 
71.0 
75.0 
79.3 
71.6 
68.4 
71.3 
52.6 
60.0 


1,275 


19.0 


75.0 


1  Triaspis  curculionis  emerged  from  May  23  to  July  16;  males,  46.2  per  cent;  females,  53.8  per  cent. 

J  Triaspis  curculionis  var.  rufus  emerged  from  May  28  to  June  8;  males,  21.4  per  cent;  females,  78.6  per  cent. 

A  record  was  kept  of  the  emergence  of  T.  curculionis,  T.  curculionis 
var.  rufus,  Myiophasia  globosa,  and  Cholomyia  longipes  during  the 
1923  season  from  13  parasite  boxes,  in  which  6,703  curcuUo  larvae 
were  placed  from  May  2  to  17  and  on  August  2.  Only  1,275  beetles 
emerged  from  the  6,703  larvae,  leaving  75  per  cent  of  the  larvae 
unaccounted  for,  after  allowing  for  those  that  were  parasitized. 
The  6  per  cent  parasitism  of  larvae  in  1923  was  undoubtedly  a  factor 
that  contributed  to  the  control  of  the  curculio  that  year. 

The  first  T.  curculionis  issued  in  1923  on  May  23,  and  the  last  on 
July  16.  The  first  T.  curculionis  var.  rufus  issued  in  1923  on  May  28, 
and  the  last  on  June  8.  One  specimen  of  Cholomyia  longipes  issued 
from  these  curculio  larvae  during  the  1923  season. 

Table  64  gives  the  record  of  emergence  of  Triaspis  curculionis, 
T.  curculionis  var.  rufus,  and  Myiophasia  globosa  during  the  1924 
season  from  11  parasite  boxes,  in  which  3,997  curculio  larvae  were 
placed  from  April  29  to  May  24. 


80         TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  64. — Emergence   of   Triaspis   curculionis   and  other   parasites  from   plum- 
curculio  larvae  during  season  of  1924,  l^ort  Valley,  Ga. 


Date 

larvae 

placed  in 

soil 

1 

o 

a 

t 

Para.'Jites  emerging 

Larvae  parasitized 
by- 

h 

Q.O, 

bo 

1 

s 

1 

ll 

§ 

> 

1 

Cage  No. 

Triaspis  cur- 
culionis 1 

1  <" 

d  3 

ll 

6 
11 

O 

11 
ll 

6 

"ei 
a 

ll 

.2 
>> 

1 

^ 
S 

1 

i 
1 

1 

Apr.  29 

Apr.  30 

May  1 

May  1,  2,  3  . 

May  4,5 

May  5,  6 

May  6,  7,  S.- 
May 8,9.... 
Mav9.  10,11- 
Mayl2,13,14 
May  15  to  24. 

Num- 
ber 
6 
10 
10 
400 
453 
400 
400 
927 
525 
543 
323 

Num- 
ber 
2 
2 
2 
85 
77 
44 
41 
55 
64 
35 
11 

Num- 
ber 
0 
2 
1 
49 
52 
53 
35 
90 
67 
55 
17 

Num- 
ber 
0 
0 
0 
0 
0 
2 
1 
0 
1 
1 
1 

Num- 
ber 
0 

? 

0 

1 

0 
0 
3 
0 

1 
1 

Per 
cent 
33.3 
40.0 
30.0 
33.5 
28.5 
24.3 
19.0 
15.6 
25.0 
16.6 
8.7 

Per 
cent 

Per 
cent 

Per 
cent 
33.3 
40.0 
30.0 
33.5 
28.7 
24.8 

No. 

0 

0 

5 

40 

58 

OS 

Per 
cent 

'lo'o 

10.0 
12.8 
23.2 
27.7 
19.0 
31.2 
33.0 
51.7 

Per 

cent 

66  7 

2 ^-. 

60  0 

3 

20.0 

4 

56  5 

5              

"b'h' 

.3 
...... 

.2 
.3 

0.2 

— ... 
.3 

58  5 

6._       

52  0 

7 

19.3  1  111 

16.0  j  176 

25.1  164 
16.9  1  179 

9.  3  j  167 

53.0 

8  

65.0 

9 

43  6 

10 

50  1 

11                  

39  0 

Total  or  average 

3,997 

418 

421 

6 

6 

2(m 

.2 

.2 

21.3 

993 

24.8 

53.9 

1  Triaspis  curculionis  emerged  from  May  26  to  July  15;  males,  49.8  per  cent;  females,  50.2  per  cent. 

2  Triaspis  curculionis  var.  rufus  emerged  from  June  6  to  18;  all  were  females. 

This  table  shows  that  20.9  per  cent  of  the  larvae  were  parasitized 
by  T.  curculionis,  0.2  per  cent  by  T.  curculionis  var.  rufus,  and  0.2 
per  cent  by  M.  globosa.  From  the  3,997  larvae,  993  adult  curculios 
emerged,  leaving  53.9  per  cent  of  the  larvae  unaccounted  for,  after 
allowing  for  those  that  were  parasitized.  The  parasitism  was  un- 
usually heavy  in  1924  and  in  all  probability  was  a  very  important 
factor  in  the  control  of  the  curculio  that  season. 

The  first  T.  curculionis  oi  1924  issued  on  May  26  and  the  last  on 
July  15.  The  first  T.  curculionis  var.  rujus  issued  on  June  6  and  the 
last  on  June  18.  The  first  female  T.  curculionis  did  not  appear  until 
two  days  after  the  appearance  of  the  first  male.  The  males  of  T. 
curculionis  were  the  first  to  appear  in  numbers,  and  the  females  did 
not  appear  in  numbers  until  five  days  after  the  males  started  to  issue  ^ 

FEEDING  TESTS  WITH  LEAD  ARSENATE 

A  number  of  experiments  were  conducted  during  each  of  the  four 
years  to  test  the  toxicity  of  different  forms  of  lead  arsenate  and  other 
materials  for  curculio  control.  The  most  important  phase  of  this 
work  consisted  of  the  tests  dealing  with  the  comparative  toxicity  of 
the  acid  lead  arsenate  (PbHAs04)  when  applied  as  a  liquid  spray 
and  as  a  dust.  Basic  lead  arsenate,  a  reduced  dosage  of  acid  lead 
arsenate,  the  addition  of  calcium  caseinate  to  the  lead-arsenate  spray, 
and  nicotine  sulphate  were  also  used  in  these  tests. 

In  1921  these  feeding  tests  were  conducted  by  spraying  or  dusting  a 
peach  limb  containing  small  peaches,  and  then  tying  over  one  of  the 
twigs  a  paper  bag  in  which  a  number  of  adult  curculios  were  confined. 
Observations  for  mortality  of  the  insects  were  made  every  day  or  two 
thereafter.     Table  65  gives  the  results  of  the  tests  of  1921. 


PLUM  CUBCULIO  IN  THE  GEORGIA  PEACH  BELT 


81 


Table  65. — Tests  of  the  killing  effect  on  the  plum  curculio  of  sprays  and  dusts  on 
twigs  on  trees  containing  peaches  and  foliage.   Fort   Valley,,   Ga.,   1921 


Insecticide  used  and  date  beetles  were  con- 
fined 

Number  of  beetles 
dying  on — 

6 

I 

CO 

'I 

• 

1 

2 

i 

Remarks 

1 

2 
3 
4 

5 

6 

7 

8 
9 

10 
11 

12 
13 

14 

20  beetles  confined  Mar.  12  in  bag  over  twig 
containing  peaches  and  foliage  sprayed  with 
basic  lead-arsenat€  paste  at  rate  of  2  lbs.  to 
50  gals,  water,  with  lime. 

Same  as  test  No.  1,  only  acid  lead-arsenate 
powder  used  at  rate  of  1  lb.  to  50  gals,  of 
spray. 

Same  as  test  No.  1,  only  twig  dusted  with  80 
per  cent  sulphur,  5  per  cent  acid-lead  arse- 
nate, and  15  per  cent  hydrated  lime. 

Same  as  test  No.  3,  only  80  per  cent  sulphur, 
10  per  cent  acid  lead  arsenate,  and  10  per 
cent  hydrated  lime  dust  used. 

16  beetles  confined  iVIar.  10  in  bag  over  twig 
containing  peaches  and  foliage  sprayed  with 
acid  lead-arsenate  powder  at  rate  of  1  lb.  to 
50  gals,  water,  with  lime. 

Duplicate  of  test  No.  5;  only  18  beetles  used.. 

19  beetles  confined  Mar.  10  in  bag  over  twig 
containing  peaches  and  foliage  sprayed  with 
basic  lead-arsenate  paste  at  rate  of  2  lbs.  to 
50  gals,  water,  with  lime. 

Duplicate  of  test  No.  7,  only  13  beetles  used.. 

19  beetles  confined  Mar.  10  in  bag  over  twig 
containing  peaches  and  foliage  dusted  with 
80  per  cent  sulphur,  5  per  cent  acid  lead 
arsenate,  and  15  per  cent  hydrated  lime. 

Duplicate  of  test  No.  9,  only  16  beetles  used.. 

18  beetles  confined  Mar.  10  in  bag  over  twig 
containing  peaches  and  foliage  dusted  with 
80  per  cent  sulphur,  10  per  cent  acid  lead 
arsenate,  and  10  per  cent  hydrated  lime. 

Duplicate  of  test  No.  11,  only  19  beetles  were 
used. 

20  beetles  confined  Mar.  10  in  bag  over  twig 
containing  peaches  and  foliage  that  had 
received  no  treatment  (check). 

Duplicate  of  test  No.  13 _ 

0 

0 

1 
1 



1 

2 
0 
0 
10 

33 

0 

0 
0 

0 
<0 

10 

0 

1 

2 
2 
2 

23 

1 
0 

33 

n 

4 

14 
0 

1 

0 

0 
\ 
1 

22 

2 
0 

21 

22 

6 

8 
0 

0 

2 

4 
2 
3 
3 

2 
0 

0 

25 

3 

24 

3 
0 

1 

._- 

3 

4 
3 

1 
6 

6 
4 

3 
0 

0 

10 

7 
12 
11 

65  per  cent  mortality  in  23 
days,  when  test  was  closed. 

70  per  cent  mortality  in  23 
days,  when  test  was  closed. 

90  per  cent  mortality  in  23 
days,  when  test  was  closed. 

Do. 

62  per  cent  mortality  in  13 
days,  when  test  was  closed. 

78  per  cent  mortality  in  13 
days,  when  test  was  closed. 

21  per  cent  mortality  in  13 
days,  when  test  was  closed. 

8  per  cent  mortality  in   13 
day",  \v  ou  test  was  closed. 

V9  ^:)Gr  cent  i^iortality  in  13 
days. 

75  per  cent  mortality  in  13 

days. 
100  per  cent  mortality  in  13 

days,  when  test  was  closed. 

95  per  cent  mortality  in  13 
days. 

All  beetles  alive  and  active 
at  end  of  13  days,  when 
test    was    closed.    (There 
was  about  as  much  feeding 
on  the  treated  foliage  as  on 
the  checks.) 

10  per  cent  mortality  in  13 

days.    Others  all  alive  and 
active  when  test  was  closed. 

1  Three  sick. 


2  One  sick. 


3  Two  sick. 


*  Four  sick. 


Basic  (or  triplumbic)  lead  arsenate,  in  both  feeding  tests  and  or- 
chard spraying  experiments,  has  been  found  to  be  slower  in  killing 
curculios  than  the  acid  or  diplumbic  from.  It  will  be  noted  in  the 
above  tests  that  the  diplumbic  was  quicker  and  killed  more  of  the 
insects  than  the  triplumbic.  In  test  1  the  triplumbic  as  a  spray 
killed  65  per  cent  of  the  beetles  within  23  days,  whereas  the  diplumbic 
as  a  spray  killed  70  per  cent  and  as  a  dust  killed  90  per  cent  in  the 
same  time.  The  curculio  mortality  was  the  same  in  test  4,  where 
10  per  cent  acid  lead  arsenate  was  used,  as  in  test  3,  where  only  5  per 
cent  was  used. 

In  the  other  series  the  triplumbic  gave  very  poor  results.  In  tests 
7  and  8  this  form  of  lead  arsenate  killed  only  21  and  8  per  cent  of  the 
beetles  within  13  days.  The  diplumbic  form  applied  as  a  spray  killed 
62  and  78  per  cent  within  13  days,  as  reported  in  tests  5  and  6.  Five 
per  cent  of  acid  lead  arsenate  in  a  dust  mixture  gave  a  curculio 
110296—30 0 


82         TECHNICAL  BULLETIN  188,  U.  S.  DEPT.  OF  AGRICULTURE 


mortality  within  13  days  of  79  and  75  per  cent  in  tests  9  and  10. 
The  10  per  cent  used  in  tests  11  and  12  gave  a  curculio  mortality 
within  13  days  of  100  and  95  per  cent. 

The  acid  lead  arsenate  was  not  only  more  toxic  and  a  quicker 
killer  of  the  curculio  than  the  basic  lead  arsenate,  but  it  frequently 
caused  severe  sickness  of  the  curculios  the  day  following  the  feeding. 
Even  though  there  was  not  much  mortality  of  the  curculios  from  the 
acid  lead  arsenate  until  several  days  after  the  application,  there  was 
sufficient  sickness  from  it  the  day  following  to  stop  oviposition. 

The  feeding  tests  of  1922  were  conducted  in  a  manner  similar  to 
those  of  1921.  The  beetles  were  placed  in  paper  bags,  which  were 
tied  over  a  sprayed  or  dusted  peach  twig  containing  fruit  and  foliage. 
Observations  for  curculio  mortality  were  made  daily.  As  the  feed- 
ing tests  and  orchard  spraying  experiments  of  1921  had  shown  that 
the  basic  lead  arsenate  was  much  slower  in  killing  the  beetles  and  was 
not  so  toxic  as  the  diplumbic  form,  it  was  not  included  in  the  tests 
of  1922,  the  results  of  which  are  given  in  Table  66. 

Table  66. — Tests  of  the  killing  effect  on  the  plum  curculio  of  sprays  and  dusts  on 
twigs  on  trees  containing  peaches  and  foliage ,  Fort  Valley,  Ga.,  1922 


^  Insecticide  used  and  date  beetles  were  confined 

Number  of  beetles 
dying  on— 

1 

>> 
OJ 

CO 

Remarks 

1 

2 

6  beetles  confined  May  \)  in  bag  over  twi^  contain- 
ing peaches  and  foliage  sprayed  with  lead  arse- 
nate 1  lb.  to  50  gals,  water  and  lime  water. 

Duplicate  of  test  No.  1 . 

0 
0 

0 

1 

0 

1 
0 

0 
0 

0 
0 

0 

6 
4 
6 

6 
6 

6 

1 

0 

1 

0 

100  per  cent  mortality  in  6 
days.    No    mortality    until 

sixth  day. 
100  per  cent  mortality  in  6 

days.    No  mortality  until 

fourth  day. 
100  per  cent  mortality  in  4 

days.    No  mortality  until 

fourth  day. 

Do 

3 
4 

6  beetles  confined  May  11  in  bag  over  twig  contain- 
ing peaches  and  foliage  dusted  with  80  per  cent 
sulphur,  10  per  cent  lead  arsenate,  and  10  per 
cent  lime. 

Duplicate  of  test  No.  3 

5 
6 

C  beetles  confined  May  11  in  bag  over  twig  contain- 
ing peaches  and  foliage  dusted  with  80  per  cent 
sulphur,  5  per  cent  lead  arsenate,  and  15  per  cent 
lime. 

Duplicate  of  test  No.  5.     .. 

Do. 
Do 

7 
8 

C)  beetles  confined  May  9  in  bag  over  twig  contain- 
ing peaches  and  foliage  which  had  received  no 
treatment.    (Check.) 

Duplicate  of  test  No.  7,  except  beetles  confined 
May]]. 

• 

5  beetles  confined  May  20  in  bag  over  twig  contain- 
ing peaches  and  foliage  sprayed  with  lead  arse- 
nate 1  lb.  to  50  gals,  water  and  limewatnr. 

5  beetles  confined  May  20  in  bag  over  twig  contain- 
ing peaches  and  foliage  dusted  with  80  per  cent 

.   sulphur.  10  per  cent  lead  arsenate,  and  10  per 
cent  lime. 

Duplicate  of  test  No.  10 

0 

0 

No  mortality  until  sixth  'day; 

100  per  cent  mortality  at 

the  end  of  11  days. 
No  mortality  until  fifth  day; 

100  per  cent  mortality  at 

end  of  13  days. 

9 
10 

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0 
3 

3 
3 

2 
2 

2 
2 

2 
0 

03 

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0 

>> 

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>> 

03 

2 

100  per  cent  mortality  in  S 
days.  No  mortality  until 
fourth  day. 

100  per  cent  mortality  in  4 

n 

days.    No  mortality  until 
third  day. 

Do 

12 

5  beetles  confined  May  20  in  bag  over  twig  con- 

Do. 

13 

taining  peaches  and  foliage  dusted  with  80  per 
cent  sulphur,  5  per  cent  lead  arsenate,  and  15 
per  cent  lime. 
Duplicate  of  test  No.  12 

1 

2 
0 

100  per  cent  mort-ality  in  5 
days.  No  mortality  until 
third  day. 

No  mortality  at  the  end  of 
sixth  day,  when  bag  burst 
and  beetles  escaped. 

14 

5  beetles  confined  May  20  in  bag  over  twig  con- 
taining peaches  and  foliage  which  had  received 
no  treatment.    (Check.) 

0 

0 

— 

— 

PLUM  CURCTJLIO  IN  THE  GEORGIA  PEACH  BELT  83 

In  the  first  series  of  tests  (1  to  8)  there  was  no  mortality  until  4 
days  after  the  application  of  the  poison,  although  sickness,  which 
stopped  oviposition,  occurred  soon  after  the  feeding.  The  acid  lead 
arsenate,  applied  as  a  spray,  gave  a  100  per  cent  mortality  of  the 
curculio  in  6  days.  The  5  per  cent  and  10  per  cent  acid  lead  arsenate 
applied  in  a  dust  mixture  gave  a  100  per  cent  mortality  in  4  days. 

In  the  second  series  of  tests  (9  to  14)  the  lead-arsenate  spray  gave  a 
100  per  cent  mortality  in  8  days.  The  5  per  cent  lead-arsenate  dust 
gave  a  100  per  cent  mortality  in  4  and  5  da3^s,  and  the  10  per  cent 
lead-arsenate  dust  gave  100  per  cent  mortality  in  4  days.  There  was 
no  mortality  until  the  third  day  after  the  applications  of  the  poison. 

The  1923  feeding  tests  were  conducted  on  poisoned  twigs  in  a  peach 
orchard,  and  also  in  jars  in  the  insectary,  in  which  were  placed  poisoned 
peach  foliage  and  fruit.     Table  67  gives  the  results  of  the  tests  of  1923. 


84         TECHNICAL  BULLETIN  188,  V.  S.  DEPT.  OF  AGRICULTURE 


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PLXJM  CURCTJLIO  IN  THE  GEORGIA  PEACH  BELT 


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86      tech;nical  bxjlletin  188,  u.  s.  dept.  of  agriculture 

The  5  per  cent  lead  arsenate  used  in  the  dust  mixture  on  peach 
twigs  in  an  orchard,  as  reported  for  tests  1  and  2,  gave  a  mortaUty 
of  only  10  per  cent  and  30  per  cent  of  the  curculios  within  9  days. 
The  three-fourths  of  a  pound  of  lead  arsenate  to  50  gallons  of  water 
gave  only  10  per  cent  mortaUty  within  9  days  in  test  3,  whereas  the 
1  pound  to  50  gallons  of  water  gave  a  mortality  of  50  per  cent  in  the 
same  time.  The  addition  of  calcium  caseinate  to  the  spray,  as 
reported  for  test  5,  did  not  increase  the  effectiveness  of  the  lead 
arsenate. 

In  cage  tests  in  the  insectary  the  dust  containing  5  per  cent  lead 
arsenate  with  lime,  and  with  lime  and  sulphur,  gave  a  90  per  cent 
curculio  mortality  within  11  and  12  days,  respectively.  The  three- 
fourths  of  a  pound  of  lead  arsenate  to  50  gallons  of  water  gave  a  100 
per  cent  mortaUty  within  14  days,  whereas  the  1-pound  strength 
gave  the  same  mortaUty  within  12  days.  The  addition  of  calcium 
caseinate  in  test  11  did  not  increase  the  effectiveness  of  the  lead 
arsenate,  as  it  took  14  days  in  this  test  to  give  a  100  per  cent  mortality. 

The  last  series  of  feeding  tests  (13  to  17)  in  Table  67  are  particularly 
interesting  in  that  they  were  conducted  on  trees  in  an  orchard  that 
had  been  sprayed  or  dusted  commercially  by  the  usual  power  outfits. 
There  was  a  mortality  of  80  per  cent  of  the  curculios  within  18  days 
in  the  plat  that  had  received  lead  arsenate  at  the  rate  of  1  pound  to 
50  gallons  of  water,  with  the  addition  of  3  pounds  of  unslaked  lime. 
There  was  a  100  per  cent  mortality  within  13  days  in  the  plat  that 
received  lead  arsenate  at  the  rate  of  1  pound  to  50  gallons  of  water, 
with  lime,  and  the  addition  of  calcium  caseinate  at  the  rate  of  6 
ounces  to  50  gallons.  There  was  an  80  per  cent  curculio  mortality 
within  18  days  in  the  plat  that  had  received  lead  arsenate  at  the  rate 
of  three-fourths  of  a  pound  to  50  gallons  of  water,  with  lime.  There 
was  an  80  per  cent  mortality  of  the  curculios  within  18  days  in  the 
plat  that  was  dusted  with  5  per  cent  lead  arsenate  and  95  per  cent 
hydrated  lime.  There  was  no  curculio  mortality  within  18  days  in 
the  plat  that  had  received  no  treatment.  In  these  tests,  where  the 
trees  were  treated  commercially,  as  by  a  grower,  the  5  per  cent  lead- 
arsenate  dust  gave  as  good  curculio  mortality  as  the  liquid  spray 
where  the  lead  arsenate  was  used  at  the  rate  of  three-fourths  or  1 
pound  to  50  gallons  of  w^ater.  The  test  where  calcium  caseinate  was 
added  to  the  spray  gave  a  somewhat  higher  curculio  mortaUty  than 
where  it  was  omitted,  although  other  tests  show  that  this  material 
did  not  increase  the  effectiveness  of  the  lead  arsenate. 

In  practically  all  of  the  feeding  tests  of  1923  the  curculios  were  sick 
on  the  day  following  the  application  of  the  poison.  In  two  tests  mor- 
tality started  on  the  day  following  the  treatment. 

Reports  of  the  use  of  nicotine  sulphate  with  some  degree  of  success 
against  the  cotton  boll  weevil  were  received  during  the  fall  of  1923. 
It  then  occurred  to  the  writer  that  this  insecticide  should  be  tested 
against  the  plum  curculio.  Consequently,  in  1924  a  number  of  feeding 
tests  were  made  with  this  material,  the  results  of  which  are  given  in 
Table  68. 


PLUM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT 


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88        TECHNICAL  BULLETIN  188,  tJ.  S.  DEPT.  OF  AGRICtTLTtJRl: 

In  the  first  series  (tests  1  to  8),  dosages  of  1.5  and  2  per  cent  nicotine 
sulphate,  in  kaoHn  and  in  hydrated  lime,  were  used.  Examinations 
for  curculio  mortality  were  made  daily.  After  13  days,  92.5  per  cent 
of  the  beetles  were  alive  in  the  cages  containing  the  peach  foliage  and 
blossoms  that  had  been  dusted  with  nicotine  sulphate.  There  was 
more  feeding  on  the  foliage  and  blossoms  that  had  been  dusted  with 
the  1.5  per  cent  nicotine  sulphate  than  on  those  that  had  been  dusted 
with  the  2  per  cent  strength.  This  may  account  for  the  greater  mor- 
tality from  the  1.5  per  cent  strength,  the  stronger  nicotine  dust  prob- 
ably having  the  greater  repellent  action. 

In  the  other  series  (tests  10  to  17)  2  per  cent  nicotine  sulphate  in 
kaolin  was  dusted  on  peach  foliage  and  fruit  1,  2,  3,  and  4  times. 
Examinations  for  curculio  mortality  were  made  daily.  The  first  dust 
was  appHed  on  April  11.  All  cages  were  closed  April  26.  The  percent- 
ages of  curculios  that  died  from  the  treatments  were  as  follows :  Dusted 
once,  0;  dusted  twice,  30;  dusted  three  times,  15;  dusted  four  times, 
40.     The  proportion  of  beetles  that  died  in  all  cages  was  22.5  per  cent. 

There  was  strong  odor  of  nicotine  in  the  cages  immediately  after 
dusting.  On  the  following  day  the  odor  was  still  noticeable.  A 
beetle  was  noted  to  be  stupefied  by  the  odor  on  this  day  but  revived 
after  being  removed  for  several  hours.  On  the  second  day  after 
dusting  there  was  a  mild  odor  of  nicotine  in  the  cages,  but  on  the 
third  day  it  had  entirely  disappeared. 

From  these  feeding  tests  one  would  conclude  that  nicotine  sulphate 
is  not  an  effective  insecticide  against  the  plum  curculio. 

CONOTRACHELUS  ANAGLYPTICUS  AS  A  PEACH  PEST 

Conotrachelus  anaglypticus  Say  (pi.  10,  C),  a  species  of  Curcuhonidae 
closely  related  to  C.  nenuphar  Herbs t  (pi.  10,  D),  and  referred  to  by 
Brooks  and  Cotton  as  the  cambium  curculio,^"  has  been  found  to  be  a 
pest  of  the  peach  of  some  economic  importance  in  Georgia.  This 
curcuho  is  much  more  active  than  the  plum  curculio  and  is  somewhat 
smaller.  It  is  reddish  brown,  whereas  the  plum  curculio  is  grayish 
brown.  When  one  becomes  familiar  with  both  species,  no  difficulty  is 
experienced  in  distinguishing  them. 

On  the  morning  of  April  17,  1922,  while  jarring  for  the  plum  cur- 
cuho in  a  peach  orchard  near  Fort  Valley,  several  adults  of  C.  ana- 
glypticus were  taken  from  the  jarring  frames.  Adults  of  tliis  species 
were  taken  later  several  times  during  that  season  while  jarring  for 
C.  nenuphar.  The  jarring  for  C  nenuphar  was  undertaken  every 
other  morning  between  4.30  and  8.30  a.  m.  from  the  latter  part  of 
February  until  fall.  C.  nenuphar  started  to  appear  in  the  orchards 
during  the  middle  of  March,  but  the  first  C.  anaglypticus  did  not 
appear  until  April  17.  During  May  and  early  June,  1  anaglypticus 
to  100  or  150  nenuphar  was  collected  from  the  frames,  or  an  average 
of  about  1  each  morning. 

When  it  was  estabhshed  that  a  few  of  the  curcuhos  appearing  in  the 
orchards  from  hibernation  were  C.  anaglypticus,  a  number  of  curculio- 
infested  peaches  were  collected  in  an  orchard  four  weeks  after  the  falling 
of  the  petals  to  determine  if  this  species  would  attack  sound  peaches. 
From  these  peaches  between  600  and  800  larvae  em.erged.  These 
larvae  were  placed  in  pupation  boxes,  and  of  the  adults  that  issued 
from  the  boxes  10  were  C.  anaglypticus. 

10  Brooks,  F.  E.,  and  Cotton,  R.  T.    the  cambium  cueculio,  conotrachelus  anaglypticus  say. 
Jour.  Agr.  Research  28:  377-386,  illus.    1924. 


PLXJM  CURCULIO  IN  THE  GEORGIA  PEACH  BELT  89 

These  10  anaglypticus  were  confined  in  a  battery  jar  and  supplied 
with  egg-free  peaches  every  48  hours.  Pressure  of  the  Hfe-history 
work  on  C.  nenuphar  prevented  the  taking  of  many  hfe-history 
records  on  C.  anaglypticus.  No  copulation  or  incubation  records  were 
taken ;  however,  a  number  of  eggs  were  deposited  and  second-genera- 
tion adults  reared.  Upon  reaching  maturity  in  the  peach,  each  larva 
entered  the  soil  and  constructed  a  cell  for  pupation  similar  to  the 
work  of  C.  nenuphar.  C.  anaglypticus  pupae  resemble  those  of  C. 
nenuphar,  only  they  are  a  little  smaller.  The  eggs  are  usually 
deposited  singly  in  the  peach  and  resemble  those  of  C.  nenuphar, 
being  a  little  more  yellowish.  The  larva,  though  a  trifle  smaller, 
resembles  the  larva  of  C.  nenuphar.  Definite  information  on  the 
length  of  the  life-history  periods  of  one  C.  anaglypticus  individual  of 
the  second  generation  in  1922  follows:  Time  spent  in  fruit  as  egg  and 
larva,  17  days,  left  fruit  on  June  30,  pupated  July  7,  transformed  to 
adult  July  14,  and  left  the  soil  as  an  adult  on  July  19,  1922.  This 
individual  was  the  first  beetle  of  the  second  generation  of  either  ana- 
glypticus or  nenuphar  to  leave  the  soil  in  1922.  The  second-generation 
adults  of  C.  anaglypticus  were  placed  together  in  a  battery  jar  with 
peaches.  They  did  a  considerable  amount  of  feeding,  but  deposited  no 
third-generation  eggs  before  they  went  into  hibernation  October  1. 

On  May  7,  1923,  three  C.  anaglypticus  adults  were  captured  on 
jarring  frames  in  an  orchard  while  jarring  for  C.  nenuphar.  This 
was  the  first  record  of  the  appearance  of  this  species  in  1923.  Other 
dates  on  which  C.  anaglypticus  adults  were  captured  in  Georgia  peach 
orchards  in  1923  were  May  10,  1;  June  2,  1;  June  5,  2;  June  11,  5; 
June  14,  4. 

These  beetles  were  all  placed  in  battery  jars,  and  fresh  egg-free 
peaches  supplied  at  intervals  of  three  to  five  days.  Seven  C.  anaglyp- 
ticus larvae  emerged  on  June  10  from  the  peaches  exposed  to  the 
adults  from  May  20  to  23;  7  emerged  from  these  same  peaches  on 
June  25;  1  emerged  on  June  25  from  the  peaches  exposed  from  May  23 
to  28;  and  1  on  June  25  from  the  peaches  exposed  from  June  5  to  10. 

The  first  record  in  1924  of  the  appearance  of  C.  anaglypticus  adults 
in  the  orchards  was  on  April  22,  when  6  beetles  were  captured  in  an 
orchard  near  Fort  Valley  where  1 1 1  C.  nenuphar  adults  were  captured 
during  the  jarring,  so  that  5.1  per  cent  of  the  adult  curculios  in  that 
orchard  on  April  22,  1924,  were  C.  anaglypticus.  Other  dates  on 
which  C.  anaglypticus  adults  were  captured  during  the  1924  season 
while  jarring  for  C.  nenuphar  were  as  follows:  April  30,  7;  May  6,  8; 
May  13,  1;  May  20,  3;  May  27,  2;  June  3,  3;  June  18,  1;  July  1,  1; 
July  15,  1;  July  29,  1;  August  5,  1. 

The  adults  captured  on  July  29  and  August  5  were  probably 
second-generation  adults,  as  they  were  clean  and  fresh  and  had  the 
appearance  of  new  beetles. 

One  incubation  record  on  C.  anaglypticus  eggs  shows  that  the  eggs 
that  were  deposited  on  May  18,  1924,  hatched  in  five  days,  the  same 
incubation  period  as  C.  nenuphar  eggs  on  the  corresponding  date. 
The  first  C.  anaglypticus  egg  deposited  by  a  beetle  captured  by 
jarring  was  laid  on  May  17.  Other  eggs  were  deposited  by  these 
adults  as  follows:  May  18,  1;  June  4,  1;  July  10,  2. 

Longevity  records  were  taken  on  the  C.  anaglypticus  adults  that 
were  captured  by  jarring  in  the  orchard  in  1924.  Mortality  observa- 
tions were  made  daily,  and  the  longevity  period  was  found  to  be 
aboutthe  same  as  that  of  C.  nenuphar.     All  of  the  adults  that  were 


90         TECHNICAL  BULLETIN  188,  XJ.  S.  DEPT.  OF  AGRICULTURE 

captured  in  the  orchard  during  April,  May,  and  June  died  before 
the  hibernation  season.  The  three  that  were  captured  during  July 
were  alive  on  August  5.  They  were  in  all  probability  adults  of  the 
first  or  second  generation  of  1924,  and  probably  entered  hibernation 
during  the  fall.  The  adult  captured  on  August  5  was  a  new  beetle 
and  in  all  probabihty  an  individual  of  the  second  1924  generation. 

Peaches  that  are  infested  with  C.  anaglypticus  larvae  fall  to  the 
ground  during  the  April  drop,  as  do  those  infested  with  C.  nenuphar. 
First-generation  C.  anaglypticus  adults  were  reared  from  peach  drops 
collected  in  the  orchards  in  April. 

From  the  foregoing  records  and  observations,  it  is  obvious  that  the 
life  history  of  anaglypticus  in  Georgia  is  very  similar  to  that  of 
nenuphar.  Two  generations  of  both  species  have  been  reared  in  a 
single  season.  Undoubtedly  a  small  proportion  of  the  ''wormy" 
peaches  each  season  in  Georgia  is  due  to  anaglypticus.  Formerly  all 
the  wormy  fruit  in  Georgia  had  been  attributed  to  the  work  of 
nenuphar.  These  observations  also  definitely  establish  the  fact  that 
C.  anaglypticus  injures  sound  peaches.  The  peaches  which  were  ex- 
posed to  the  first-generation  adults  of  C.  anaglypticus  for  the  2-day 
periods  in  1922  and  in  which  eggs  were  deposited  were  all  sound  and 
properly  matured  to  that  period  in  their  development  and  were  free 
from  signs  of  any  egg-laying  or  feeding  punctures. 

SUMMARY 

Investigation  of  the  life  history  and  habits  of  the  plum  curculio  in 
the  Georgia  peach  belt  were  conducted  during  the  seasons  of  1921  to 
1924,  inclusive. 

The  maximum  number  of  eggs  deposited  by  a  single  female  plum 
curculio  was  516.  The  average  number  of  first-generation  eggs  de- 
posited per  individual  per  season  was  64.64  and  the  average  number  of 
second-generation  eggs  deposited  per  individual  per  season  was  40.21. 

The  incubation  period  of  first-generation  eggs  during  the  four  years 
ranged  from  2  to  12  days,  with  averages  ranging  from  4.33  to  5.08 
days.  The  period  of  incubation  of  second-generation  eggs  ranged 
from  2  to  7  days,  wath  averages  ranging  from  2.94  to  3.18  days. 

The  time  spent  in  the  fruit  by  first-generation  larvae  ranged  from 
21.5  days  for  those  entering  in  April  to  12.4  days  for  those  entering  in 
July.  Second-generation  larvae  reached  maturity  in  12.7  days  during 
the  period  of  June,  July,  and  August. 

The  average  time  spent  in  the  soil  as  larva,  pupa,  and  adult  was 
34.16  days  for  the  first  generation  and  30.43  days  for  the  second 
generation. 

The  average  time  required  for  the  first  generation  to  complete  its 
entire  life  cycle  was  52.26  days,  and  the  second  generation  required 
an  average  of  47.53  days  to  pass  through  its  entire  life  cycle. 

Weather  conditions  influence  the  rate  of  winter  survival  and  the 
time  of  emergence  of  hibernating  curculios. 

The  most  important  parasite  of  the  plum  curculio  is  Triaspis  cur- 
culionis  Fitch. 

The  abundance  of  curculios  maybe  reduced  by  jarring  the  trees  and 
destroying  the  beetles  caught,  gathering  the  peach  drops  and  burjdng 
them  with  quicklime,  and  disking  the  soil  during  the  pupation  period. 

Acid  lead  arsenate  was  found  to  be  the  most  effective  insecticide  for 
the  plum  curculio. 


ORGANIZATION    OF    THE 
UNITED    STATES    DEPARTMENT    OF    AGRICULTURE 

August  16,  1930 


Secretary  of  Agriculture Arthur  M.Hyde, 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension  Work C.  W.  Warburton. 

Director  of  Personnel  and  Business  Adminis-     W.  W.  Stockberger. 
tration . 

Director  of  Information M.  S.  Eisenhower. 

Solicitor E.  L.  Marshall. 

Weather  Bureau Charles  F.  Marvin,  C/iic/. 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dairy  Industry O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Forest  Service R,.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  Chief. 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

B ureau  of  Home  Economics Louise  Stanley,  Chief. 

Plant  Quarantine  and  Control  Administration  -  Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Food  and  Drug  Administration Walter  G.  Campbell,  Director  of 

Regulatory  Work,  in  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Barnett,  Librarian. 


This  bulletin  is  a  contribution  from 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Division  of  Deciduous- Fruit  Insects A.  L.  Quaintance,  Associate  Chief 

of  Bureau,  in  Charge. 

91 


U.  S.  GOVERNMENT  PRINTING   OFFICE:  1930 


Technical  Bulletin  No.  187 


June,  1930 


VENTILATION 
OF  FARM  BARNS 

BY 

M.  A.  R.  KELLEY 

Associate  Agricultural  Engineer 

Division  of  Agricultural  Engineering 

Bureau  of  Public  Roads 


United  States  Department  of  Agriculture,  Washington,  D.  C. 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  C. 


Price  25  ceoU 


Technical  Bulletin  No.  187 


June,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


VENTILATION  OF  FARM  BARNS 

By  M.  A.  R.  Kelley,  Associate  Agrwiiltural  Engineer,  Division  of  Agricultural 
Engineering,  Bureau  of  Public  Roads 


CONTENTS 


Page 

Introduction 1 

Character  of  tests 2 

Description  of  instruments 3 

Explanation  of  terms 3 

Correlation  of  variable  factors 4 

Summary 5 

Animal  heat  a  primary  factory  in  ventilation .  6 

Food,  the  source  of  animal  heat 7 

Heat  losses 7 

Effect  of  thermal  environment 8 

Comparison  of  heat  production  of  horses 

and  cows 9 

Carbon  dioxide  in  ventilation 12 

Composition  of  pure  air 13 

Weight  of  air.- 14 

Composition  of  expired  air 14 

Production  of  carbon  dioxide  in  the  stable.  14 

Composition  of  barn  air 15 

Moisture  in  ventilation 17 

Production  of  moisture 17 

Moisture  content  of  air 17 

Causes  of  damp  walls 18 

Effect  on  animal  life 18 

Effect  on  structures 19 

Climatic  conditions  affecting  construction  _  _  20 

Length  of  stabling  season 21 

Volume  of  air  space  per  head  of  stock 22 

Wall  construction  and  insulation 26 

Function  of  insulation 27 

Selection  of  materials 27 

Air  tightness 29 


Page 

Wall  construction  and  insulation — Contd. 

Amount  of  insulation * 29 

Storm  sash  and  vestibules 31 

Representative  test 32 

Description  of  physical  conditions 32 

Description  of  test 33 

Comparison  of  ceiling  and  floor  outlets. . .  37 

Drip  and  condensation 39 

Wind  effects 40 

Heat  balance 41 

Factors   affecting   operation   of  ventilation 

system 42 

Maintenance  of  stable  temperature 42 

Effect  of  changes  in  intakes  and  outtakes.  44 

Ceiling  and  floor  outtakes 46 

Effects  of  outside  temperatures 48 

Stable  humidity 50 

Factors  affecting  efficiency  of  system 53 

He  ight  and  construction  of  flue 53 

Effect  of  open  ventilator  base 56 

Windows  as  intakes 56 

Back  drafting 59 

Effect  of  wind  on  flue  velocity 60 

Furnace  registers 61 

Automatic  intakes 61 

Hay  chutes 62 

Determination  of  flue  sizes      63 

Consideration  of  basic  factors 63 

Development  of  formula 64 

Literature  cited.. 72 


INTRODUCTION 

The  ventilation  of  barns  is  an  important  consideration  in  the 
maintenance  of  the  health  of  stock  and  in  the  preservation  of  hay, 
grain,  and  barn  timbers.  In  the  ventilation  of  dairy  barns  it  is 
highly  desirable  to  maintain  a  comfortable  stable  temperature  with 
a  proportionately  low  relative  humidity.  The  limits  of  temperature 
and  humidity  should  always  be  compatible  with  good  ventilation. 
Good  circulation  with  consequent  dilution  of  the  impurities  in  the 
air  is  the  aim  of  all  systems  of  ventilation,  but  the  comfort  of  the 
animals  must  be  considered  as  well  as  the  purity  of  the  air.  How- 
ever, it  is  better  to  have  good  ventilation  than  to  attempt  to  maintain 
a  high  stable  temperature  without  ventilation. 

107343°^30 1  1 


The  success  of  a  ventilation  system  depends  upon  its  effectiveness 
in  producing  a  movement  of  air  which  will  be  sufficient  to  supply 
the  proper  amount  of  oxygen  to  the  stock,  remove  objectionable 
odors,  afford  satisfactory  dilution  of  air  and,  at  the  same  time,  main- 
tain a  satisfactory  degree  of  humidity  and  a  comfortable  temperature 
in  the  stable.  The  determination  of  the  relationship  of  the  factors 
affecting  the  ventilation  of  barns  and  havin^^  an  important  bearing 
upon  the  economic  and  efficient  design  of  farm  buildings  was  the 
object  of  investigations  conducted  by  the  Division  of  Agricultural 
Engineering  in  cooperation  with  the  committee  on  farm  building 
ventilation  of  the  American  Society  of  Agricultural  Engineers  and 
several  State  agricultural  experiment  stations.^ 

Altogether  27  tests  were  made,  3  in  horse  barns,  1  in  a  hog  house, 
5  in  barns  with  mixed  stock,  and  18  in  dairy  barns.  Five  tests  were 
made  in  North  Dakota,  6  in  Minnesota,  1  in  South  Dakota,  3  in  the 
Upper  Peninsula  and  2  in  the  Lower  Peninsula  of  Michigan,  2  in 
Massachusetts,  1  in  Maine,  and  T  in  New  York  State.  The  tests 
were  made  in  the  localities  indicated  for  the  reason  that  the  ventila- 
tion problem  is  of  greater  importance  in  cold  sections  than  where 
winters  are  comparatively  mild,  both  because  of  the  atmospheric 
conditions  and  because  the  greater  portion  of  the  dairy  cows  of  the 
country  are  located  in  the  northern  and  northeastern  States.  The 
distribution  of  dairy  cows  is  shown  in  Figure  4. 

CHARACTER  OF  TESTS 

The  first  19  tests  were  conducted  for  the  purpose  of  making  a 
general  survey  of  the  problem.  In  the  later  tests,  studies  of  the  fac- 
tors affecting  ventilation  were  made.  The  tests  in  the  various  barns 
were  continuous,  varying  from  24  to  300  hours  in  duration.  Regu- 
lar readings  were  taken  at  intervals  of  3  hours.  Thus  from  8  to  100 
sets  of  readings  were  obtained  in  a  single  test.  Observations  taken 
from  recording  instruments  show  that  this  interval  is  satisfactory 
and  affords  readings  representative  of  normal  conditions.  Addi- 
tional readings,  indicated  in  tables  and  text  by  the  suffix  a,  were 
made  for'  the  purpose  of  noting  the  immediate  effect  of  changed 
conditions.  Two  men  assisted  in  taking  the  readings  and  the  data 
were  checked  as  recorded.  The  barns  were  kept  closed  as  much  as 
possible,  and  the  same  number  of  stock  was  retained  in  each  barn 
throughout  the  test. 

Most  of  the  tests  were  made  in  barns  where  the  principles  of  the 
King  system  of  ventilation  were  employed.  Three  tests  were  made 
in  barns  in  which  windows  are  used  for  intakes,  that  is,  the  Sher- 
ingham  valve  principle,  4  tests  in  barns  equipped  with  a  modified 
King  system,  and  1  test  in  a  barn  in  which  a  fan  system  of  ventila- 

lAcknowledgment  is  made  of  the  assistance  rendered  by  W.  B.  Clarkson,  Owatonna, 
Minn,,  chairman  of  the  committee  on  farm  building  ventilation,  in  preparing  for  the  work 
and  in  conducting  some  of  the  tests ;  C,  S.  Whitnah,  Owatonna,  Minn.  :  R.  L.  Patty, 
professor  of  agricultural  engineering.  South  Dakota  State  College  of  Agriculture,  Brook- 
ings, S.  Dak. ;  and  J.  L.  Strahan,  assistant  professor  of  rural  engineering,  Massachusetts 
Agricultural  College,  Amherst.  Mass.,  members  of  the  committee  on  ventilation,  in  con- 
ducting some  of  the  tests ;  F,  E.  Fogle,  assistant  professor  of  agricultural  engineering, 
and  Walter  Van  Haitsna,  of  the  Michigan  State  College  of  Agriculture,  East  Lansing, 
Mich. ;  F.  L.  Fairbanks,  assistant  professor  of  rural  engineering,  and  A.  M.  Goodman, 
professor  of  extension,  Cornell  University,  Ithaca,  N.  Y.,  in  conducting  tests  made  in 
their  respective  States, 


Tech.  Bui.  187.  U.  S.  Dept.  of  Agriculture 


Plate  \ 


b 


A,  Indicating  anemometer,  mounted  on  sled;  and  buzzer  box.  B,  a,  5-inch  anemometer  or  air 
meter,  equipped  with  a  spring  release,  used  to  measure  the  velocity  of  air  through  ventOattng 
flues;  b,  jointed  holder  for  anemometer  which  facilitated  the  taking  of  readings  at  high  openings; 
c,  psychrometer;  d,  special  clamp;  e,  sectional  gun  cleaning  rod;  /,  gear  from  small  chum;  parts 
c,  d,  and  /,  assembled,  form  a  convenient  means  of  taking  humidity  readings;  g,  ordinary  sling 
psychrometer  shown  for  comparison 


VENTILATION    OF   FARM   BARNS  3 

tiori  was  installed  {25)."^  Most  of  the  barns  were  of  frame  construc- 
tion with  varying  degrees  of  insulation.  Concrete  blocks  were  used 
in  the  construction  of  the  walls  in  three  barns. 

DESCRIPTION   OF   INSTRUMENTS 

An  indicating  anemometer  of  the  Weather  Bureau  type  measuring 
one-sixtieth  of  a  mile  per  hour  was  used  to  measure  wind  velocities. 
Plate  1,  A,  shows  the  details  of  the  anemometer  sled  which,  drawn 
upon  the  roof  by  means  of  a  rope,  was  of  great  convenience  in  plac- 
ing the  instrument  in  position  on  the  ridge.  (PI.  3,  A.)  Other  in- 
struments employed  in  the  tests  are  illustrated  in  Plate  1,  B. 

In  measuring  outside  temperature  four  thermometers  are  desir- 
able, one  on  each  side  of  the  barn.  Not  less  than  four  pairs  of  ther- 
mometers should  be  used  within  the  barn.  From  12  to  30  ther- 
mometers were  used  in  these  tests.  The  average  of  the  floor  and 
the  ceiling  readings  was  taken  as  the  stable  temperature. 

In  determining  relative  humidities  it  is  desirable  to  use  one  or 
more  hygrographs  inside  and  one  outside  in  order  that  variations 
between  readings  may  be  observed,  but  the  best  results  are  obtained 
with  a  sling  psychrometer  by  means  of  which  readings  may  be  taken 
at  different  points  in  the  barn.  With  the  apparatus  shown  in  Plate 
1,  B,  it  is  possible  quickly  and  evenly  to  obtain  a  large  number  of 
readings  close  to  ceiling  or  floor.  As  the  instrument  is  held  firmly 
in  position  while  being  rotated  there  is  less  liability  of  its  being 
broken  than  when  held  in  the  usual  manner. 

(EXPLANATION  OF  TERMS 

Dilution  of  air  per  hour :  The  relation  of  the  volume  of  air  passed 
per  hour  through  a  room  to  the  volume  of  the  room.  This  term  is 
preferred  to  "  number  of  changes  of  air  per  hour,"  commonly  em- 
ployed, since  the  ajr  in  the  stable  is  not  completely  replaced  by  fresh 
air.  Part  of  the  foul  air  is  forced  out  and  the  incoming  air,  with 
a  lower  percentage  of  carbon  dioxide  (CO2),  is  mixed  with  the  stable 
air  thus  decreasing  by  dilution  the  carbon  dioxide  and  other  im- 
purities. 

Leakage :  The  difference  between  the  volume  of  the  measured  air 
going  out  and  that  of  the  measured  incoming  air  is  considered  as 
leakage.  In  order  to  maintain  a  balance  of  air  pressure  the  amount 
of  air  passing  out  must  be  equivalent  to  that  of  the  air  entering  by 
whatever  means. 

Estimated  weight  of  stock:  The  weight  of  each  animal  in  a  barn 
was  estimated,  and  these  estimates  were  added  to  obtain  the  total 
weight. 

Equivalent  number  of  head  of  stock:  The  estimated  heat  produc- 
tion of  the  individual  animals,  determined  by  the  application  of 
Eameaux's  law  (p.  9),  was  added  and  the  sum  divided  by  the  esti- 
mated heat  production  of  an  animal  of  average  condition  and  weight. 
The  average  weight  of  cows  was  assumed  as  1,000  pounds  and  that 
of  farm  horses  as  1,350  pounds,  the  heat  produced  per  hour  being 
3,000  B.  t.  u.  (British  thermal  units)  for  the  average  cow  and  2,200 

•  Numbers  in  parentheses  refer  to  "  Literature  cited,"  p.  72. 


4  TECHNICAL  BULLETIN    18  7,  U.   S.   DEPT.   OF  AGRICULTURE 

B.  t.  u.  for  the  average  horse.  For  example,  in  one  bam  there  were 
20  cows,  10  head  of  young  stock,  1  bull,  and  12  calves.  The  heat 
produced  by  these  animals  was  found  to  be  equivalent  to  that  pro- 
duced by  31.5  cows  of  average  size. 

Absolute  humidity:  The  quantity  of  moisture  in  a  given  unit  of 
atmosphere.  It  is  usually  expressed  as  "  grains  of  water  per  pound 
of  dry  air  "  or  in  terms  of  "  grains  of  moisture  per  cubic  foot  of 
dry  air." 

Kelative  humidity :  The  relation,  expressed  in  percentage,  between 
the  actual  amount  of  moisture  in  the  air  and  the  amount  the  air  could 
hold,  at  the  same  temperature  and  pressure,  without  condensation. 
This  relation  is  not  a  measure  of  the  actual  amount  of  moisture  in 
the  atmosphere,  as  the  capacity  of  the  air  for  water  vapor  is  almost 
wholly  a  function  of  the  temperature.  It  is  the  ratio  of  the  absolute 
humidity  of  air  of  given  condition  to  its  absolute  humidity  at 
saturation. 

The  weight  of  the  aqueous  vapor  per  cubic  foot  of  air  at  a  tempera- 
ture of  48°  F.  and  saturated  (100  per  cent  relative  humidity)  would 
be  3.800  grains;  at  50  per  cent  relative  humidity  it  would  be  one- 
half  of  this,  or  1.900  grains;  and  for  other  percentages  the  weight 
would  be  proportionate.  The  drying  or  absorbing  capacity  of  the 
air  is  therefore  dependent  upon  its  absolute  humidity.  Air  having 
a  relative  humidity  of  80  per  cent  is  considered  moist  and  that  with 
a  relative  humidity  of  30  per  cent  very  dry.  In  the  ventilation  of 
structures  for  animals,  where  the  comfort  of  the  animals  is  essential, 
the  relative  humidity  of  the  stable  air  is  of  greater  importance  than 
the  absolute  humidity ;  in  the  ventilation  of  structures  for  crop  stor- 
age, where  the  removal  of  moisture  is  the  prominent  factor,  absolute 
humidity  must  be  considered  also. 

Dew  point :  The  temperature  at  which  air  having  a  given  weight 
of  aqueous  vapor  becomes  saturated.  Unsaturated  air  becomes  satu- 
rated when  the  temperature  is  lowered  to  the  dew  point  or  when 
sufficient  moisture  is  added. 

Heat  used  in  ventilation:  That  portion  of  the  heat  given  off  by 
the  stock  that  is  used  in  producing  ventilation.  The  heat  produced 
was  determined  by  the  use  of  Rameaux's  law  {IfS).  The  heat  loss 
from  walls  was  estimated,  coefficients  secured  from  various  sources 
being  used.  There  is  considerable  variation  in  the  coefficients  of  heat 
transmission  given  by  different  authorities  for  the  same  material,  and 
those  coefficients  were  selected  which  it  was  thought  would  give  the 
most  comparable  data.  No  allowance  was  made  for  infiltration  heat 
losses,  as  these  depend  chiefly  upon  how  well  the  building  is  con- 
structed, and  allowance  for  such  losses  must  be  largely  a  matter  of 
judgment. 

CORRELATION   OF   VARIABLE   FACTORS 

The  analysis  of  some  of  the  test  data  was  made  difficult  by  the 
number  of  factors  that  varied  separately  or  collectively  and  were 
beyond  control. 

The  best  method  of  correlating  such  data  appeared  to  be  an  appli- 
cation of  the  theory  of  correlation  {26) .  By  the  use  of  this  method 
it  was  possible  to  pick  out  the  most  dominant  factors  and  those  least 
important.    In  the  case  of  some  factors  sufficient  data  were  available 


VENTILATION   OF   FARM   BARNS  5 

to  afford  a  quantitative  measure.  One  of  the  most  important  results 
of  the  correlation  studies  is  the  establishment  of  the  fact  that  low 
outside  temperature  has  a  greater  effect  in  the  ventilation  of  dairy 
barns  than  a  high  outside  temperature  with  the  same  temperature 
difference   (p.  48). 

SUMMARY 

The  following  conclusions  are  based  on  data  obtained  in  these 
tests  and  upon  findings  in  related  investigations,  and  should  be  of 
value  in  the  designing  and  proper  operation  of  ventilating  systems. 

The  animal  is  the  sole  source  of  heat  that  is  utilized  in  producing 
ventilation.  Since  the  amount  of  heat  given  off  and  the  ventila- 
tion requirements  vary,  the  animal  unit  must  be  considered  in  the 
design  of  a  ventilation  system. 

Carbon  dioxide  as  ordinarily  encountered  in  stable  air  does  not 
settle.  The  evil  effects  of  bad  ventilation  are  not  caused  by  carbon 
dioxide  as  found  in  the  average  stable. 

There  must  be  a  constant  removal  of  moisture  from  the  occupied 
stable  or  the  amount  of  moisture  in  the  air  will  increase.  Damp  walls 
may  be  due  to  improper  ventilation,  poor  construction,  or  insufficient 
production  of  heat  or  lack  of  conservation  of  heat; 

A  large  volume  of  air  space  per  head  is  not  a  substitute  for  ven- 
tilation, as  purity  of  air  is  not  dependent  upon  volume  of  air  space. 
However,  the  volume  allowance  per  head  is  important  with  regard 
to  maintenance  of  stable  temperature  and  varies  according  to  cli- 
matic conditions. 

Insulation  requirements  vary  according  to  the  temperatures  to 
be  expected  in  the  different  sections,  amount  of  air  space  which  the 
animal  must  heat,  the  amount  of  ventilation  desired,  and  the  method 
of  securing  it.  The  amount  and  choice  of  insulating  material 
required  will  depend  upon  the  relative  efficiency  and  cost  of  the 
various  materials  available.  Tight  constniction  to  prevent  exces- 
sive leakage  of  air  is  essential  to  effective  insulation. 

Whenever  barn  walls  are  tightly  built  to  save  heat,  ventilation 
becomes  necessary.  Storm  sash,  storm  doors,  vestibules,  and  feed 
rooms  may  be  used  as  effective  forms  of  protection  against  cold. 

It  is  possible  to  maintain  a  comfortable  temperature  in  a  well- 
built  barn  and  yet  have  an  appreciable  circulation  of  air.  The  tem- 
perature in  a  stable  filled  with  stock  can  be  controlled  by  temporarily 
or  partly  closing  the  ventilation  system.  Stable  temperatures  within 
certain  limits  appear  to  affect  both  the  quantity  and  quality  of  milk. 

Wind  velocity  and  direction  have  an  effect  upon  the  amount  of 
ventilation. 

Back  drafting  may  be  due  to  poor  design  or  poor  position  of  ven- 
tilator or  intake. 

Outtakes  near  the  floor  are  more  favorable  to  the  maintenance  of 
desirable  stable  temperature  than  ceiling  openings. 

Under  average  conditions  outside  temperature  is  usually  the  domi- 
nant factor  in  barn  ventilation. 

The  moisture-content  of  the  air  in  a  well-built  stable  is  usually 
controlled  by  the  amount  of  ventilation. 

Horizontal  runs  and  abrupt  turns  in  outtake  flues  should  be 
avoided.     An  air-tight  flue  with  proper  insulation  is  necessary  to 


6  TECHNICAL  BULLETIN    18  7,   U.   S.   DEPT.   OF  AGRICULTURE 

greatest  efficiency.  Lack  of  insulation  may  cause  excessive  drip  from 
flues.  This  factor  should  be  given  consideration  especially  in  the 
northern  zone. 

The  bases  of  ventilator  heads  should  be  equipped  with  suitable 
doors,  which  may  be  opened  or  closed  as  required.  The  efficiency  of 
an  outtake  flue  is  affected  by  an  open  base. 

Windows  as  intakes  require  frequent  adjustment  and  prevent  uni- 
form regulation  of  the  ventilation.  Their  use  for  such  purpose  is 
undesirable  in  cold  sections.  However,  during  mild  weather  they  are 
an  advantage  as  they  provide  a  large  area  of  opening. 

Warm-air  furnace  registers  are  unsuitable  for  use  as  intake  valves 
in  barn  ventilation. 

Open  hay  chutes  interfere  with  ventilation,  and  should  not  be 
used  as  foul-air  shafts. 

Flue  sizes  proportioned  to  local  temperatures  may  be  obtained  by 
a  formula  that  has  been  developed  as  a  result  of  these  tests.  (See 
"  Development   of   formula,"   p.  54.) 

ANIMAL  HEAT  A  PRIMARY  FACTOR  IN  VENTILATION 

The  heat  given  off  by  animals  must  be  employed  in  maintaining 
stable  temperature  and  also  as  motive  power  in  producing  circula- 
tion of  air.  While  good  circulation  of  pure  air  is  the  chief  aim  in 
ventilation  systems,  the  comfort  of  the  animals  must  also  be  consid- 
ered. A  barn  can  not  be  kept  warm  if  the  allowance  of  air  space 
per  animal  is  too  great  or  if  the  barn  is  but  partially  filled  with 
stock.  Furthermore,  it  is  evident  that  a  design  suited  to  one  section 
of  the  country  may  be  only  partly  successful  in  another,  since  the 
loss  of  heat  varies  according  to  the  construction  of  the  barn  and 
climatic  conditions.^ 

In  order  that  he  may  understand  and  properly  employ  animal 
heat  in  the  ventilation  of  stock  shelters,  it  is  not  necessary  that  the 
agricultural  engineer  study  all  the  intricacies  of  animal  nutrition, 
but  it  is  desirable  that  he  recognize  those  factors  related  to  nutrition 
w^hich  have  important  bearing  upon  the  proper  ventilation  of  stables. 

It  is  important  that  provision  be  made  so  that  the  dairy  cow  may 
be  kept  comfortable  at  all  times  as  her  condition  affects  milk  pro- 
duction. Comfort  of  the  body  is  dependent  upon  the  cooling  power 
of  the  air  which,  in  turn,  is  dependent  upon  temperature,  humidity 
and  air  movement — all  factors  affected  by  ventilation.  These  factors 
affect  the  cutaneous  nerve  endings  which  control  the  production  of 
heat  and  maintain  the  balance  between  the  temperature  of  the  skin 
surface  and  that  of  the  blood  in  the  deeper  tissues.  For  each  degree 
of  increase,  within  certain  limits,  in  the  cooling  power  of  the  sur- 
rounding atmosphere  there  is  a  definite  increase  in  the  loss  of  body 
heat  which  must  be  replaced  by  the  heat  regulating  mechanism  of 
the  body  (1,3,10,37,45.) 

The  animal  is  most  efficient  when  not  subjected  to  strains  which 
tend  to  weaken  the  body  resistance  and  make  them  more  susceptible 
to  disease  germs.    Continual  breathing  of  damp  stale  air  in  ill-venti- 

3  See  Climatic  Conditions  Affecting  Construction,  p.  20. 


VENTILATION   OF   FAEM   BARNS  7 

lated  stables  lowers  the  vitality  of  the  animal.  In  a  stable  without 
ventilation  the  air  becomes  stagnant,  heat  and  moisture  given  off  by 
the  animals  are  not  removed,  and  there  is  a  consequent  increase  of 
temperature  and  humidity — a  condition  which  interferes  with  the 
normal  heat  regulation  of  the  body.  Habitual  exposure  to  such 
conditions  leads  to  a  lowered  tone  of  the  whole  heat-regulating 
mechanism  and  an  inability  to  respond  to  the  demands  which  may 
be  put  on  it,  and  in  this  w^ay  exerts  a  profound  and  important 
influence  upon  susceptibility  to  respiratory  infection   (^i,  31^  45.) 

The  dairyman  tries  to  induce  his  cows  to  eat  as  much  feed  as  can 
be  economically  converted  into  milk;  hence  it  seems  desirable  that 
the  temperature  should  be  low  in  order  to  maintain  the  appetite 
of  the  cow  and  yet  not  so  low  as  to  cause  wasteful  oxidation  for 
simple  heat  production.  Cows  housed  in  cold  barns  utilize  more 
food  energy  in  maintaining  normal  body  temperature  but  this  may 
be  at  the  expense  of  energy  which  might  be  used  in  milk  production 
if  the  barn  were  comfortably  warm.  On  the  other  hand,  too  warm 
a  barn  may  induce  loss  of  appetite  and  a  consequent  decrease  in  the 
amount  of  food  energy  available  for  milk  production.  Tests  (^^, 
41)  have  shown  that  milk  yields  are  affected  by  sudden  changes  of 
temperature  which  may  be  avoided  in  a  well-ventilated  barn,  since 
in  such  a  barn  a  comfortable  temperature  may  be  maintained  with 
an  appreciable  circulation  of  air. 

There  is  an  important  relation  between  the  amount  of  ventilation 
needed  and  the  heat  given  off  by  the  animal.  Stable  temperatures 
are  dependent  upon  the  amount  of  heat  produced  and  that  con- 
served. As  it  is  not  practical  to  determine  either  the  heat  produc- 
tion or  the  losses  within  the  barn  it  is  necessary  to  know  how  much 
heat  is  given  off  by  each  of  the  various  farm  animals  and  the  most 
economical  means  of  conserving  this  heat. 

FOOD,  THE  SOURCE  OF  ANIMAL  HEAT 

Alfalfa,  when  consumed  by  the  dairy  cow  has  a  heat  increment 
value  of  about  1,900  B.  t.  u.  per  pound  of  dry  matter  (12).  In  the 
conversion  of  fuel  into  steam  for  mechanical  work  about  6  per  cent 
of  the  fuel  energy  is  utilized ;  the  rest  is  lost  as  heat.  The  dairy  cow 
utilizes  about  70  per  cent  (^,  IS)  of  the  combustible  food  energy  sup- 
plied. Thus  the  dairy  cow  is  a  very  efficient  converter  of  energy. 
The  generation  of  heat  and  production  of  work  in  the  body  follow 
the  same  laws  that  govern  these  forces  in  motors  such  as  steam  and 
gas  engines. 

HEAT  LOSSES 

Rubner,  Armsby,  and  others  (i,  24,  37,  38,  4^)  have  proved  that 
the  body  daily  emits  a  quantity  of  heat  equal  to  that  which  the 
oxidation  of  its  reserves  of  fat  and  carbohydrates  produces  if  the 
body  is  fasting,  or  the  potential  heat  contained  in  the  same  elements 
supplied  by  the  food.  Hence  it  is  possible  to  estimate  the  heat  pro- 
duction of  the  animal  if  the  calorific  value  of  the  food  eaten  is  known 
{43).  The  calorific  value  of  the  food  must  equal  the  heat  lost  from 
the  body  in  whatever  manner  plus  the  loss  in  manure,  plus  that  used 
in  body  gain  (flesh  and  fat) ,  or  in  milk  production. 


8  TECHNICAL  BULLETIN    18  7,   U.   S.   DEPT.   OF  AGRICULTURE 

Vierordt  as  quoted  by  Howell  (24) ,  estimates  the  loss  of  heat  from 
the  body  as  follows : 

Urine  and  feces per  cent 1.  S 

Expired  air   (warming  of  air  3.5  per  cent;  vaporization  of  water  from 

lungs,  7.2  per  cent) per  cent—  10.7 

Evaporation  from  skin do 14.  5 

Radiation  and  convection  from  skin do 73.0 

The  animal  heat  radiated  from  the  skin  is  far  greater  in  amount 
than  that  given  off  in  other  ways  (p.  52).  x\ll  the  above  factors,  with 
the  possible  exception  of  the  first,  are  affected  by  the  environmental 
conditions  which  in  turn  may  be  modified  by  ventilation. 

Rubner  (SS)  concluded  that  basal  metabolism  is  proportional  to 
the  surface  of  the  skin  and  is  approximately  the  same  for  our  warm 
blooded  animals  per  unit  of  surface.  The  maintenance  requirement 
is  the  nutriment  necessary  for  sustenance  alone,  under  the  living 
conditions  of  production.  It  is  the  basic  food  requirement  to  which 
must  be  added  the  food  requirements  for  production.  Under  these 
conditions  the  food  eaten  produces  no  gain  or  loss  in  body  weight 
and  forms  the  basis  for  the  determination  of  basal  metabolism  or 
heat  production  of  the  animal. 

The  food  requirement  of  farm  animals  varies  with  the  individual 
and  as  between  species.  Age,  weight,  temperament,  sex,  physical 
condition,  digestive  and  physical  activity,  thermal  surroundings,  an- 
noyances caused  by  insects,  etc.,  all,  theoretically  at  least,  have  a 
bearing  on  maintenance  requirements.  Weight  and  physical  activity 
particularly  are  important  factors  in  estimating  heat  production  (ii, 
14')  Thermal  environment  has  a  definite  influence  upon  heat  emis- 
sion and  so  on  food  requirements  especially  when  below  the  critical 
temperature  for  the  animal.  The  thermal  environment  may  be  modi- 
fied by  proper  buildings  and  arrangements. 

EFFECT  OF  THERMAL  ENVIRONMENT 

Critical  temperatures  must  not  be  confused  with  optimum  stable 
temperatures  as  they  are  not  coincident  except  under  certain  condi- 
tions. That  point  at  which  physical  regulation  of  body  temperature 
gives  way  to  chemical  regulation  is  not  fixed  and  unvarying  but  is 
affected  by  the  amount  of  food  eaten.  When  the  stable  temperature 
falls  below  the  critical  temperature  there  must  be  an  oxidation  of 
more  food  or  body  tissue  in  order  to  maintain  the  body  temperature. 
Hence  the  economic  importance  of  maintaining  desirable  thermal 
conditions.  It  is  apparent  that  the  critical  temperature  for  cows  on 
heavy  feed  for  maximum  milk  production  would  be  less  than  for 
cows  on  a  maintenance  ration,  since  in  the  first  case  there  would  be 
more  food  energy  available  and  oxidation  of  body  tissues  would  not 
be  necessary  until  a  lower  temperature  was  reached. 

The  best  information  available  at  present,  places  the  critical 
temperature  of  the  dairy  cow  on  maintenance  at  approximately 
50°  F.  (^,  46).  For  cows  that  produce  large  yields  of  milk  and 
consequently  consume  large  quantities  of  food,  this  critical  thermal 
point  must  be  lower  and  may  be  40°  or  even  less.  There  does  not 
appear  to  be  any  direct  data  on  the  lower  limits  of  critical  tempera- 
ture for  dairy  cows. 

That  the  animal  should  produce  more  heat  while  standing  than 
while  lying  is  readily  understandable  because  of  the  greater  muscu- 


VENTILATION    OF   FARM   BARNS  9 

lar  activity  in  the  standing  position  {IJf).  In  calorimeter  or  labora- 
tory tests  a  correction  factor  of  29  calories  per  hour  (approximately 
7  B.  t.  u.)  is  added  when  the  animal  is  standing.  In  the  field 
tests  it  was  observed  that  the  increased  heat  production  was  sufficient 
to  raise  the  stable  temperature  1  to  2  degrees  under  average  condi- 
tions. This  was  most  noticeable  when  the  cows  stood  up  in  the 
morning.  The  higher  stable  temperatures  were  reached  in  about 
one-half  hour  and  continued  until  affected  by  other  conditions. 

Rameaux's  Law  (4^),  which  states  that  in  animals  of  the  same 
kind  the  calorification  is  proportional  to  the  cutaneous  surface  and 
to  the  cube  root  of  the  square  of  the  weight  of  the  body,  together 
with  the  use  of  a  suitable  coefficient,  provides  a  simple  means  of 
estimating  the  heat  production  of  the  various  farm  animals  under 
average  conditions. 

It  has  been  demonstrated  by  the  tests  in  New  York  State  that 
it  is  possible  to  maintain  a  temperature  of  40°  F.  within  a  well- 
built  barn,  when  the  outside  temperature  is  —30°.  Armsby  and  Kriss 
{2)  state  that,  when  King's  standard  of  air  flow  is  taken  as  a  mini- 
mum, the  heat  supplied  by  cows  appears  to  become  deficient  for  the 
maintenance  of  a  stable  temperature  of  50°  when  the  temperature 
outside  is  15°.  They  base  this  statement  upon  the  assumption  of 
no  heat  loss  through  the  walls,  but  it  is  obvious  that  such  an  assump- 
tion can  not  be  made  in  actual  practice. 

In  the  test  referred  to  there  was  a  difference  of  70°  F.  between 
the  inside  and  the  exceptionally  low  outside  temperature  with  a 
good  circulation  of  stable  air,  whereas  the  theoretical  deduction 
would  permit  only  35°  difference  at  a  much  higher  outside  tem- 
perature. This  comparison  makes  apparent  the  need  of  finding  the 
coefficient  that  will  reconcile  the  theoretical  with  the  practical.  In 
order  that  more  winter  dairying  may  be  successfully  conducted  in 
some  sections  of  this  country,  and  the  greater  part  of  the  dairying  is 
in  those  sections  where  some  shelter  is  necessary  during  the  winter, 
it  is  highly  important  that  further  study  be  given  to  heat  produc- 
tion and  losses. 

The  architect,  in  designing  most  types  of  structures,  provides 
suitable  space  for  the  purposes  for  which  the  building  is  to  be  used 
and  then  calculates  the  size  of  the  furnace  or  heater  necessary  to 
keep  the  occupants  comfortable  during  cold  weather.  When  he 
designs  a  dairy  barn  for  a  cold  climate,  however,  he  must  first  con- 
sider his  furnace  (the  animals)  and  then  provide  a  space  that  can 
be  heated  by  the  animals  and  still  leave  heat  sufficient  to  produce 
good  ventilation. 

COMPARISON  OF  HEAT  PRODUCTION  OF  HORSES  AND  COWS 

The  application  of  Rameaux's  law  to  available  data  appears  to 
be  satisfactory  in  estimating  the  heat  production  of  cows,  but  the 
values  obtained  for  horses  seem  to  be  too  low.  Evidence  supporting 
this  possibility  was  obtained  in  tests  made  in  this  investigation  and 
is  presented  in  the  following  pages. 

The  heat  given  off  per  square  meter  of  surface  is  substantially  the 
same  in  small  and  large  animals  and  the  extent  of  the  surface  ap- 
pears as  the  determining  factor  in  the  amount  of  metabolism.  The 
heat  production  of  the  hog,  man,  dog,  and  mouse  per  square  meter  of 


10         TECHNICAL  BULLETIN    18  7,   U.   S.   DEPT.   OF  AGRICULTURE 

skin  surface  per  24  hours  has  been  given  by  Kubner  and  reported  by 
Grandeau  (16)  as  1,078,  1,042,  1,039,  and  1,188  calories,  respectively. 
The  relation  between  the  first  three  is  remarkable  and  it  would  not 
seem  unreasonable  to  suppose  that  a  similar  relation  exists  between 
the  heat  production  of  the  horse  and  cow  which  are  more  comparable 
with  respect  to  weight,  food,  and  environment  than  are  the  animals 
mentioned  above.  Then  may  it  not  be  assumed  that,  within  the 
limits  of  their  respective  weights  and  surface  areas,  the  heat  given 
off  by  horses  is  more  nearly  that  given  off  by  cows  than  is  suggested 
by  Armsby  and  Kriss  (2)  especially  as  Armsby  believed  that  the 
data  upon  which  his  conclusion  *  was  based  was  of  uncertain  value 
and  that  his  unit  is  too  low. 

The  data  secured  in  tests  of  two  widely  separated  barns  of  differ- 
ent types  of  construction  made  under  different  atmospheric  condi- 
tions appear  to  substantiate  their  belief.  The  evidence  is  based 
upon  field  tests,  whereas  the  deductions  by  Armsby  were  based 
upon  thermal  energy.  It  is  not  possible,  at  this  time,  to  place  a  defi- 
nite value  on  the  heat  production  of  horses,  but  from  all  these  data 
there  may  be  drawn  certain  general  conclusions  which  may  be  ac- 
cepted, at  least  tentatively,  and  which  may  be  considered  as  connect- 
ing links  between  the  known  facts. 

The  two  barns  are  referred  to  as  A-B  and  C-D.  Both  are  gen- 
eral barns  in  which  A  and  C  were  the  respective  dairy  sections  and 
B  and  D  the  horse  stables.  In  these  tests  the  weight  of  the  average 
farm  horse  was  taken  as  1,350  pounds  and  that  of  the  cow  as  1,000 
pounds. 

Tables  1  and  2  have  been  prepared  for  convenient  reference  to  the 
essential  data  of  these  tests.  The  tables  should  be  studied  together 
with  Figures  1,  2,  and  3,  and  Plate  2,  A  and  B. 


Table  1. — Comparison  of  condAtioms  in 

stahles  A,  B 

,  C,  and  D 

Equiv- 
alent 
num- 
ber of 

stock  » 

Esti- 
mated 
weight 

Volume 

of 
stable 

Air  space 

Air  circulation 

Stable 
temper- 
ature 

Stable 

Per 

equiv- 
alent 
head 

Per 
1,000 

pounds 
live 

weight 

Total 

per 

minute 

Per 
equiv- 
alent 
head 

per 
hour 

Per 
1,000 
pounds 
weight 
per 
hour 

Aver- 
age 
esti- 
mated 
animal 
heatk 

31.5 
21.0 

Pounds 
30,  075 
28,550 

Cubic 

feet 

20,  690 

18, 137 

Cubic 

feet 
657 
864 

Cubic 

feet 
688 
635 

Cubic 
feet 
1,866 
1,755 

Cubic 
feet 
3,554 
6,014 

Cubic 
feet 
3,722 
3,688 

44.6 
42.8 

B.  t.  u. 

per  hour 

94,500 

B  (horses) 

46,300 

Difference 

1,525 
5.1 

2,553 
12.3 

111 
5.9 

1.8 
4.0 

48,200 
51.0 

Per  cent  difference ' 

C  (cows) 

13.3 
12.0 

12, 380 
14,100 

11, 468 
11,081 

864 
923 

926 
786 

1,206 
833 

5,441 
4,165 

5,845 
3,545 

42.6 
43.4 

40,160 

D  (horses) 

26,460 

1,720 
13.99 

387 
3.4 

373 
30.9 

0.8 
1.8 

]3,700 

34.1 

»  Equivalent  number  of  head  of  stock  is  based  on  the  heat  production  from  maximum  number  of  stock  In 
respective  barns  during  test. 

*  The  last  three  digits  are  of  questionable  value,  since  the  figures  are  based  on  estimated  weight,  average 
conditions  of  feed  and  care  of  the  animals  being  assumed. 

«  Data  for  A  used  as  base. 

<»  Data  for  C  used  as  base. 

*  No  calorimeter  experiments  for  direct  determination  of  beat  production  of  horses  have 
been  made.  The  unit  is  the  result  of  an  indirect  method  of  computation  which  involved 
many  estimates  and  calculations. 


Tech.  Bui.  187.  U.  S.  Dept.  of  Agriculture 


PLATE  2 


A,  View  of  test  barn  A-B  from  the  southwest;  B,  view  of  test  barn  C-D  from  south; 
C,  bam  windows  with  and  without  storm  sash.  The  window  on  the  right  is  equipped 
with  storm  sash 


VENTILATION   OF   FARM   BARNS 


11 


Table  2. — Approximate  percentage  of  various  esti/mated  heat  losses  and  balances 

for  stables  A,  B,  C,  and  D 


stable 


A  (cows)-. 
B  (horses) 
C.  (cows)-. 
D  (horses) 


Loss  by 
ventila- 
tion 


Per  cent 
53.5 
97.3 

74.7 
94.1 


Loss  by- 
radiation 


Per  cent 
15.3 
22.4 
21.3 
67.7 


Total 

loss 


Per  cent 
68.8 

119.7 
96.0 

161.8 


Balance 
available 


Per  cent 

31.2 

-19.7 

4.0 

-61.8 


Table  1  presents  the  conditions  recorded  in  the  four  stables.  From 
this  table  it  may  be  seen  that,  although  the  estimated  heat  produced 
in  stable  B  was  51  per  cent  less  than  in  stable  A,  there  was  an  aver- 
age difference  of  only  1.8°  in  the  temperature  of  the  two  stables 


FIGURE  1. — Plan  of  test  bam  A-B 

during  the  entire  test.     A  somewhat  similar  condition  is   found 
when  stables  C  and  D  are  compared.    Stable  B  had  12  per  cent  less 
volume  than  stable  A.     The  differ- 
ence between  the  amounts  of  venti-    inlets ^ :.n 

lation  in  A  and  B  was  small  and    outlets A 

much    less    than    that    in    C    and    D.      Thermometers  at  Celling O 

It  also  happened  that  the  differences     ^.  .        ^  ^,  r\ 

,1  •    1  i.      i!  T         i.      1     •       XI       X  Thermometers  at  Floor. .W 

in  the  weight  oi  livestock  m  the  two  /-s 

stables    of    each    barn    were    small.     Thermometers  at  5  Feet ._W 

Other  factors,  such   as  construction    Hygro -thermograph |HI| 

and  atmospheric  conditions,  were  es-  Humidity  Readings  with  Psychrometer.....H 
Sentially  the  same  in  the  two  stables.      Letter  R  indicates  Recording  Instrument^RH 

Stable   B    was   in   the   north   end     o  j. .  ♦  r.i-  -  l^ 

P     ,1         1  T  ,1  Reading  at  Ceiling _ it 

01    the    barn    and    was    partly    pro-  u 

tected  by  a  grove  and  buildings,  but    R^d-g-*'^'^- ■ -g 

it    is    not    thought    that    this    shelter      Reading  5  feet  above  Floor. -4n 

caused  a  material  difference  in  this  figure  2. — Symbols  used  on  floor  plans 
case;  if  so,  it  would  be  in  favor  of  L'ent'Sings^'  ^''''''"'  '' '"''"" 
stable  B. 

If  this  be  true  it  follow^s  that  the  actual  amount  of  heat  given  off 
in  each  barn  was  approximately  the  same,  since  there  was  very  little 
difference  in  the  temperature  of  the  two  stables  under  similar  con- 
ditions, and  that  the  estimated  amount  of  heat  given  off  in  stable  B 


12        TECHNICAL  BULLETIN    187,  U.   S.   DEPT.   OF  AGRICULTURE 


must  have  been  too  low.  With  the  same  amount  of  heat  generated 
in  the  two  portions  of  the  barn,  one  would  expect  stable  B  to  be 
cooler  than  stable  A,  because  of  a  somewhat  greater  exposure  and 
larger  amount  of  ventilation  per  equivalent  head.  Hence,  there 
must  be  a  constant  error  in  the  estimate  of  heat  generated  in  the  two 
barns  as  this  same  condition  is  found  when  the  temperatures  of 
stables  C  and  D  are  compared.  It  is  believed  that  the  estimated 
amount  of  heat  produced  by  the  horses  is  too  low.  The  estimated 
heat  production  of  the  cows  is  probably  more  accurate  since  the 
calculation  is  based  upon  a  larger  amount  of  experimental  data. 
As  shown  in  Table  1  the  volume  of  space  to  be  heated  by  farm 
animals  of  average  size  is  almost  the  same  in  stables  C  and  D.  This 
again  indicates  that  the  heat  given  off  by  the  average  farm  horse 
and  by  the  average  cow  are  more  nearly  alike. 

The  average  estimated  heat  losses  in  stables  B  and  D  (Table  2) 
were  greater  than  the  estimated  heat  generated.    Since  the  amount 

of  heat  lost  can  not 
be  greater  than  the 
amount  produced 
there  must  be  some  ex- 
planation of  this  con- 
dition. It  is  obvious 
that  the  difference 
which  can  be  main- 
tained between  the  in- 
side and  outside  tem- 
perature depends  upon 
the  heat  supplied  and 
the  heat  lost.  Unfor- 
tunately, there  is  no 
--—  3BX70  'X  Jt  ^  ^ 

\       means     ot     accurately 

(^  estimating  the  amount 

Figure   3.— Plan   of   test  barn   C-D  of  heat  lost  by  leakage. 


r- 

-^^—^ 

9    Cow 

5  andj  Ye|arl|ng[s 

®2; 

4'  c' 

and   Yearlini 


CARBON  DIOXIDE  IN  VENTILATION 

The  part  played  by  CO2  in  barn  ventilation  is  of  comparatively 
little  importance  because  so  little  is  known  regarding  its  relation 
to  the  metabolism  of  animals.  It  is  known,  however,  that  bacilli  of 
tuberculosis,  pneumonia,  abortion,  meningitis,  and  other  diseases 
grow  more  rapidly  when  large  amounts  of  this  gas  are  present.  It 
is  also  known  that  CO2  in  quantity  stimulates  respiration  with  a 
consequent  strain  on  the  animal.  For  these  reasons  an  undue  quan- 
tity 01  CO2  in  the  cow  stable  is  not  desirable. 

For  many  years  the  presence  of  CO2  has  been  used  as  an  index 
of  the  contamination  of  air  and  because  of  this  use  misconceptions 
regarding  it  have  arisen.  Some  of  these  are:  (1)  The  evil  effects 
of  vitiated  air  are  due  to  its  toxic  properties;  (2)  the  symptoms 
experienced  in  a  badly  ventilated  room  are  caused  by  a  deficiency 
of  oxygen  and  an  excess  of  carbon  dioxide;  (3)  the  presence  of 
more  than  1  per  cent  of  CO2  in  stable  air  is  fatal  to  animals;  (4) 
expired  air  is  heavier  than  fresh  air  because  of  the  increased  CO2 
content. 


VENTILATION    OF    FARM   BARNS  13 

Professor  Lee  as  quoted  by  Winslow  {4S)  states  "the  problem  of 
ventilation  is  physical,  not  chemical,  cutaneous  not  respiratory,"  that 
is,  the  vitiation  of  stable  air  is  of  little  importance  so  long  as  the 
animals  are  kept  in  good  physical  condition  which  necessitates  the 
removal  of  excess  heat  and  moisture  given  off  through  the  skin. 

Hill  (£1)  after  many  experiments  and  careful  weighing  of  previous 
evidence  states  that  the 

Carbon  dioxide  content  up  to  1  per  cent  or  even  higher  produces  no  deleterious 
effects  or  stresses  on  the  human  system — there  is  no  evidence  of  organic  toxins 
in  the  exhaled  air. 

Fliigge,  as  reported  by  Winslow  {4o)  after  a  number  of  years  of 
careful  search  failed  to  find  the  obnoxious  and  injurious  substance 
said  to  be  in  respired  air.  Priestly  first  discovered  oxygen  in  1774 
and  three  years  later  Lavoisier  {4S)  showed  by  animal  experiments 
that  the  symptoms  experienced  in  a  badly  ventilated  room  could  not 
be  attributed  to  oxygen  deficiency.  Eecent  experiments  by  Hill 
with  eight  students  shut  up  inside  a  glass  cage  substantiate  this 
assertion.  It  was  found  that  when  the  oxygen  had  fallen  to  10 
per  cent  and  the  carbon  dioxide  risen  to  4  per  cent  and  the  wet  bulb 
read  85°  F.,  the  students  began  to  suffer  extreme  discomfort  and 
were  astonished  to  find  that  they  could  not  light  their  cigarettes. 
When  the  air  within  the  cage  was  circulated  by  means  of  electric 
fans,  the  discomfort  rapidly  diminished. 

The  generally  accepted  view  is  that  of  Billings  and  his  coworkers 
(6)  and  Haldane  (17).  Carbon  dioxide  and  possibly  other  fatigue 
products  are  the  normal  stimulants  of  the  respiratory  centers.  Thus 
a  rise  of  0.2  per  cent  in  carbon  dioxide  in  the  alveolar  air  doubles 
the  pulmonary  ventilation,  whereas  oxygen  deficiency  does  not  in- 
crease the  respiratory  rate  until  the  atmospheric  oxygen  falls  below 
13  per  cent.  Lumsden  (31)  further  shows  that  very  large  amounts 
(20  to  30  per  cent)  of  carbon  dioxide  can  be  breathed  for  several 
hours  without  danger  to  life.  No  further  evidence  is  necessary  to 
disprove  the  statement  that  "  the  presence  of  more  than  1  per  cent 
of  CO2  in  stable  air  is  fatal  to  animals."  One  per  cent  is  rarely 
exceeded,  even  in  poorly  ventilated  barns,  and  the  injurious  effects 
of  poorly  ventilated  stables  can  be  traced  neither  to  reduced  oxygen 
and  increased  carbon  dioxide  nor  to  hypothetical  organic  poisons. 

Thus  three  of  the  general  beliefs  concerning  CO2  in  stable  air 
are  shown  to  be  erroneous.  The  relative  weights  of  expired  and 
fresh  air  have  a  bearing  on  the  use  of  CO2  analysis  as  an  index  of 
contamination  and  circulation.  The  impression  regarding  their  rel- 
ative weights  is  shown  to  be  erroneous  in  later  paragraphs  (p.  15). 

COMPOSITION   OF  PURE  AIR 

^  Reliable  sources  of  information  (40)  give  the  average  composi- 
tion of  the  air  at  75°  north  latitude,  0°  C.  and  760  millimeters  pres- 
sure as  77.87  per  cent  nitrogen,  20.94  per  cent  oxygen,  0.94  per  cent 
argon,  0.03  per  cent  carbon  dioxide,  and  0.22  per  cent  water  vapor. 
Water  vapor  is  variable,  depending  upon  the  temperature,  and  is 
usually  omitted.  Gases  such  as  krypton  and  helium  occur  in  small 
amounts,  but  since  they  are  not  known  to  have  any  physiological 
significance  they  may  be  included  with  the  nitrogen. 


14        TECHNICAL  BULLETIN   187,  U.  S.  DEPT.   OF  AGEIOULTURE 

The  normal  amount  of  carbon  dioxide  in  free  air  commonly  has 
been  assumed  to  be  0.04  per  cent,  or  4  parts  in  10,000,  although  recent 
observations  show  an  average  content  not  exceeding  0.0317  and  a 
general  mean  of  0.0308  per  cent.  Benedict  (5)  states  that  this  holds 
true  irrespective  of  weather  conditions,  temperature,  or  season,  and 
that  the  chemical  composition  of  outdoor  air  is  very  constant  over 
practically  the  whole  surface  of  the  earth.  Since  countrv  air  is  apt 
to  be  free  from  contamination  the  smaller  percentage  of  CO2  (0.03 
per  cent)  should  be  used. 

WEIGHT  OF  AIR 

The  weight  of  1  cubic  meter  of  normal  air,  of  the  above  composi- 
tion, at  0°  C.  is  1,290.5  grams.  The  weight  of  a  cubic  meter  of  dry 
air  at  0°  C.  and  at  760  millimeters  pressure  is  1,293.3  grams  or  2.8 
grams  heavier  than  moist  air.  This  is  explained  by  the  fact  that  if 
the  water  vapor  of  the  air  is  extracted,  the  other  gases  will  com- 
pletely fill  the  space  previously  occupied  by  the  water  vapor.  Since 
the  density  of  water  vapor  is  much  less  than  that  of  the  other  gases  it 
is  obvious  that  the  weight  of  the  air  must  necessarily  be  increased. 

COMPOSITION   OF  EXPIRED  AIR 

The  composition  of  expired  air  varies  with  the  conditions  of  res- 
piration and  nutrition.  According  to  experiments  by  Paechtner 
(S4)  with  a  steer  in  a  respiration  chamber,  and  under  varied  condi- 
tions of  nutrition  expired  air  contains  5.53  per  cent  carbon  dioxide 
and  14.29  per  cent  oxygen,  there  being  an  oxygen  deficiency  of  6.65 
per  cent.  On  this  basis  dry,  expired  air  contains  5.53  per  cent  CO2 
14.29  per  cent  O2  and  80.18  per  cent  of  ^"2  and  other  gases  with  a 
temperature  slightly  less  than  body  temperature  of  cows  or  38°  C. 
(100.4°  F.).  Expired  air  is  practically  saturated.  The  tension  or 
pressure  of  the  water  vapor  at  38°  C.  and  saturation  is  49.75  milli- 
meters of  mercury.  Standard  atmospheric  pressure  is  equivalent  to 
760  millimeters  of  mercury.    Hence  the  volume  of  water  vapor  in  a 

49  75 
saturated  gas  at  this  temperature,  is    -'     X  100=6.55  per  cent,  and 

the  volume  of  all  the  other  gases  together  is  93.45  per  cent.  The 
density  of  expired  air  at  38°  C.  and  of  the  above  composition  is 
found  to  be  1,126.0  grams  per  cubic  meter.  Since  stable  air  is  much 
cooler  than  the  expired  air  it  will  be  heavier  by  amounts  proportional 
to  the  respective  absolute  temperatures  and  differences  in  compo- 
sition. 

PRODUCTION    OF   CARBON   DIOXIDE    IN    THE    STABLE 

There  is  no  simple  test  for  air  conditions  and  the  determination  of 
CO2  is  of  value  as  indicating  the  rate  of  diffusion  or  replacement  of 
the  air  in  the  stable  and  of  estimating  the  amount  of  air  leakage. 

Meissl  (33)  found  that  of  the  total  daily  CO2  production  of  hogs 
56  per  cent  was  given  off  by  day  and  44  per  cent  by  night.  Closely 
agreeing  are  the  findings  of  Henneberg  (32)  with  sheep,  namely,  54 
per  cent  by  day  and  46  per  cent  by  night.  In  the  Vienna  experi- 
ments (33)  with  horses  similar  data  were  obtained.  Existing  data 
relating  to  CO2  production  (7)  by  the  dairy  cow  has  not  yet  been 
summarized  but,  since  neither  assimilation  of  food  nor  generation 


VENTILATION   OF   FARM   BARNS  16 

of  energy  can  take  place  without  the  consumption  of  a  proportional 
amount  of  air,  it  is  obvious  that  nutritional  requirements  may  cause 
a  wide  variation  in  the  oxygen  consumption  and  carbon  dioxide 
production. 

Analysis  of  stable  air  affords  a  means  of  determining  the  amount 
of  air  leakage.  The  sampling  of  air  must  be  very  carefully  done 
in  order  to  obtain  representative  conditions,  since  chance  contamina- 
tion may  result  by  reason  of  the  too  close  proximity  of  stock.  When 
this  method  is  employed  it  is  necessary  to  assume  a  standard  pro- 
duction of  carbon  dioxide,  which  may  or  may  not  be  within  10  to 
25  per  cent  of  the  actual  production. 

COMPOSITION  OF  BARN  AIR 

Numerous  analyses  of  stable  air  have  been  made  and  a  summary 
of  the  data  shows  that  variation  in  CO2  content  may  be  expected 
under  different  conditions :  Pettenkofer  {20)  found  a  range  of  0.105 
to  0.21  per  cent  of  CO2.  Two  hundred  analyses  made  by  Schultze 
{32)  showed  an  average  of  0.435  per  cent  of  CO2  with  a  maximum 
of  0.594  per  cent.  Miircker  {32)  concluded  that  in  a  ventilated 
stable  the  CO2  should  not  exceed  0.25  to  0.30  per  cent.  Hendry  and 
Johnson  {20)  found  a  variation  of  0.089  to  0.228  per  cent  in  a 
modern  barn.  Clarkson  {9)  found  as  high  as  1.231  per  cent  in  a 
poorly  ventilated  barn.  Lipp  {36)  under  experimental  conditions 
obtained  a  percentage  of  2.7  per  cent  of  CO2.  Hendrick  {19) 
concluded  that  the  CO2  content  of  the  air  had  no  relation  to  the 
amount  of  air  space  per  animal  and  that  a  large  air  space  gives  no 
assurance  of  pure  air. 

The  weight  of  pure  carbon  dioxide  gas  is  approximately  one  and 
one-half  times  that  of  oxygen.  This  fact  has  led  many  to  believe 
that  respired  air  is  more  dense  than  fresh  air  because  part  of  the 
oxygen  is  replaced  by  carbon  dioxide  in  the  lungs;  consequently  it 
has  been  assumed  that  since  respired  air  contains  a  greatly  increased 
amount  of  carbon  dioxide,  it  is  heavier  than  fresh  air  and  tends  to 
fall,  accumulating  at  the  stable  floor. 

This  reasoning  is  at  fault  in  that  some  of  the  oxygen  in  the 
lungs  is  replaced  by  water  vapor  which  is  much  lighter  than  oxygen. 
Also,  as  expired  air  is  usually  of  a  higher  temperature  than  inspired 
air  it  is,  on  this  account,  less  dense  than  the  stable  air.  Expired  air 
is  actually  lighter  per  unit  than  fresh  air  under  ordinary  conditions 
of  ventilation  and  therefore  tends  to  rise.  This  holds  true  at  all 
stable  temperatures  below  80°  F.  and  may  under  certain  conditions 
be  true  at  higher  temperatures.  In  Table  3  amounts  of  carbon 
dioxide  and  average  humidities,  similar  to  those  found  in  practice, 
have  been  used  in  calculating  the  densities  of  stable  air  of  different 
composition  at  50°. 

It  is  obvious  from  Table  3  that  expired  air,  being  lighter,  will  rise. 
It  is  also  evident  that  the  change  in  weight  per  unit  of  volume  due 
to  the  increase  in  carbon  dioxide  is  largely  offset  by  the  increase  in 
the  moisture  content  up  to  the  saturation  point.  Since  in  most 
cases  the  expired  air  will  be  warmer  than  the  stable  air  it  will  rise 
and  generally,  although  not  always,  the  air  at  the  ceiling  will  have 
a  higher  content  of  carbon  dioxide. 


16        TECHNICAL  BULLETIN    18  7,  U.  S.  DEPT.   OP  AGRICULTURE 
Table  3. — Comparison  of  air  conditions  in  stable 


COa  parts  in  10,000 

Assumed 
relative 
humidity 

Air  conditions  at  50°  Y. 

Weight  per 

thousand 

cubic  meters 

6  or  less 

Per  cent 
60-70 

C5-75 

75-85 

90-100 

100 

100 

70 

100 

0 

100 

Very  good 

Oram$  i 
1  239  27 

16  or  less 

Fair '.. 

1,  239.  52 

20  or  more 

Little  close 

1,  239. 19 
1  239  25 

40  or  more.  

Rather  close 

100  or  more.      _  

Foul  . 

1  242.27 

250  or  more 

Very  bad 

1,250.08 

3  or  more                              .  - 

Normal  . 

1,  238.  84 

3  or  more.             .      .  - . . 

Saturated 

1,  237. 19 

3ormore -.  .  ... 

Dry 

1,242.83 

617  or  more -  -  -    .  _-.    ..  - 

Expired  air  100.4° 

1,  126. 04 

1  Argon  and  other  inert  gases  are  disregarded  but  the  weights  given  are  sufficiently  accurate  for  the 
purpose  of  comparison. 

A  high  CO2  content  of  the  stable  air  is  usually  associated  with 
high  temperatures  and  high  humidities,  but  it  is  often  an  unreliable 
guide  to  the  hygienic  conditions  although  frequently  so  used.  The 
data  in  Table  4  obtained  at  three  stations  during  one  of  the  tests 
made  in  this  investigation  show  the  condition  that  existed  in  one 
barn. 

Table  4. — Analyses  of  air  in  one  l)arn 


station 


Feed  alley,  ceiling.. 
Feed  alley,  floor.... 
Litter  alley,  ceiling 
Litter  alley,  floor... 
Feed  alley,  ceiling- 
Feed  alley,  floor.... 


CO2 


Temper- 
ature 


Per  cent 
0.0031 
.0015 
.0020 
.0022 
.0016 
.0018 


F. 


Relative 
humidity 


Per  cent 

81 
93 
87 
86 
93 


Weight  per 

thousand 

cubic 

meters 


Grams  1 
1,  234. 42 
1,  246. 10 
1. 241. 42 
1,  254. 49 
1,  232. 98 
1.  254.  23 


1  Calculated. 

The  first  two  analyses  show  that  the  amount  of  carbon  dioxide  at 
the  ceiling  was  more  than  double  that  at  the  floor.  By  comparing 
the  fourth  and  sixth  it  is  found  that  the  air  in  the  latter  case  is 
slightly  lighter  owing  to  a  decrease  in  the  carbon  dioxide  content, 
the  temperature  and  humidity  being  the  same.  In  the  last  two 
the  carbon  dioxide  content  is  higher  at  the  floor.  The  third  and 
fourth  analyses  indicate  that  the  temperature  pla^^s  an  important 
part  in  the  weight  of  the  air.  The  evidence  leads  to  the  conclusion 
that  carbon  dioxide,  as  ordinarily  encountered,  does  not  settle. 
Numerous  samples  taken  by  the  author  and  data  of  other  writers 
involving  more  than  3,000  samples  show  that  the  CO2  content  of 
stable  air  is  higher  at  the  ceiling  than  at  the  floor. 

The  manifestations  of  the  evil  effects  of  bad  ventilation  may  be 
slow  and  are  often  difficult  to  measure.  Although  life  may  be  sus- 
tained in  a  poorly  ventilated  barn  {30^  36)  the  products  of  respira- 
tion, excess  heat,  and  moisture  and  odors  should  be  removed  in  the 
interest  of  animal  health.  It  is  not  a  question  of  how  little  ventila- 
tion is  required  but  the  maintenance  of  air  conditions  most  conducive 
to  the  health  and  maximum  production  of  the  animal. 


VENTILATION    OF   FARM   BARNS 


17 


MOISTURE  IN  VENTILATION 

Moisture  is  present  in  the  air  as  a  gas  and  is  perhaps  the  most 
important  factor  to  be  considered  in  barn  ventilation.  It  diffuses 
into  the  air  almost  twice  as  rapidly  as  carbon  dioxide  {Jfi).  The 
moisture  content  is  not  uniform  throughout  stable  air,  but  the  degree 
of  variation  is  less  than  that  of  carbon  dioxide  diffusion.  Air  con- 
tains varying  amounts  of  moisture,  and  the  amount  present  depends 
upon  the  temperature,  pressure,  and  composition  of  the  air,  but 
mainly  upon  the  temperature.  There  must  be  a  constant  removal  of 
moisture  from  the  occupied  stable  or  the  amount  of  moisture  in  the 
air  will  increase.  The  efficiency  of  a  ventilation  system  is  often 
judged  by  the  amount  of  visible  moisture  on  the  walls  and  ceiling, 
but  this  may  not  always  be  a  true  test  of  the  effectiveness  of  the 
system.  The  presence  of  moisture  may  be  due  to  improper  opera- 
tion or  faulty  construction. 

PRODUCTION  OF  MOISTURE 

A  milk  cow  of  average  weight  gives  off  12  to  18  pounds  of  mois- 
ture per  day,  or  an  average  of  4,375  grains  per  hour  {2).  One 
ordinary  breath  of  a  cow  is  sufficient  to  cover  with  dew  the  entire 
glass  area  usually  allotted  to  her — approximately  4  square  feet.  If 
the  daily  production  of  vapor  were  condensed  and  placed  on  her 
stall  floor  it  would  cover  the  surface  to  an  approximate  depth  of 
three-sixteenths  of  an  inch.  The  daily  production  of  moisture  is 
affected  by  the  amount  and  condition  of  feed,  size  of  animal,  envi- 
ronmental conditions,  etc. 


MOISTURE  CONTENT  OF  AIR 


Table  5  gives  the  number  of  degrees  temperature  drop  before  the 
dew  point  or  saturation  is  reached  under  different  conditions  of 
stable  air.  It  illustrates  the  importance  of  the  warm  stable  tem- 
peratures in  the  prevention  of  condensation  on  the  wall. 


Table  5. 


-Number  of  degrees   drop  in  temperature   before   the   dew  point  is 
reached   under   different   conditions   of  stable   air 


Relative  humidity 
(per  cent) 


100 
90. 
80-, 
70. 
GO. 
50. 
40. 


Degrees  temperature  drop  to  dew  point  at 

stable  temperature  of— 

32°  F. 

45°  F. 

50°  F. 

60°  F. 

Degrees 

Degrees 

Degrees 

Degrees 

0.1 

0.1 

0.1 

0.1 

2.4 

2.8 

2.9 

2.9 

4.9 

5.8 

5.9 

6.3 

7.9 

9.2 

9.4 

9.9 

11.0 

13.0 

13.3 

13.9 

14.9 

17.0 

17.9 

18.7 

19.4 

22.0 

22.7 

24.3 

At  a  stable  temperature  of  60°  F.  and  a  relative  humidity  of  70 
per  cent  the  temperature  drop  to  the  dew  point  is  almost  10°, 
while  at  a  temperature  of  32°  and  the  same  relative  humidity  the 
drop  is  but  8°.     If  the  humidity  be  increased  to  80  per  cent  at  this 

107343°— 30 2 


18         TECHNICAL  BULLETIN    18  7,   U.   S.   DEPT.   OF  AGRICULTURE 

temperature  a  drop  of  but  5°  would  be  necessary  to  reach  the  dew 
point.  In  order  that  the  temperatures  of  inner  surfaces  of  outside 
walls  may  be  maintained  above  the  dew  point  of  the  stable  air  it  is 
necessary  that  the  walls  be  sufficiently  insulated. 

It  will  be  seen  from  Table  5  that  the  capacity  of  air  for  holding 
vapor  in  suspension,  i.  e.,  the  number  of  decrees  drop  in  temperature 
before  saturation  is  reached,  increases  as  the  stable  temperature  in- 
creases. As  cold  air  enters  the  barn  it  may  be  saturated,  yet  contain 
but  a  small  amount  of  moisture  per  unit.  Air  entering  at  —  20°  F. 
and  satiirated  contains  0.1G6  grain  of  water  per  cubic  foot.  Each 
cubic  foot  that  enters  displaces  1  cubic  foot  of  the  air  within  the 
barn,  but  the  air  leaving  at  a  stable  temperature  of  45°,  if  saturated, 
is  capable  of  carrying  off  3.414  grains  of  water  per  cubic  foot,  i.  e., 
its  moisture-holding  capacity  has  increased  more  than  20  times.  If 
the  air  enters  at  0°  it  holds  0.418  grain  of  water  when  saturated,  and 
at  a  stable  temperature  of  45°  its  moisture-holding  capacity  would 
be  increased  more  than  8  times.  This  illustrates  the  importance  of 
maintaining  circulation  within  the  barn,  even  if  it  is  very  slow. 

That  outtake  flues  actually  do  remove  moisture  may  be  shown  by 
lowering  the  temperature  of  the  air  within  the  flue  and  condensing 
the  water  in  the  air  column.  In  a  trial  an  outtake  was  opened  and 
the  warm  saturated  air  permitted  to  rise  into  the  cold  flue.  The 
air  was  chilled  to  a  temperature  below  the  dew  point,  and  3  pounds 
of  water  were  obtained  in  6  minutes.  The  flue  walls  became  warm 
in  a  short  time,  five  minutes  in  one  instance,  and  the  drip  from  the 
flue  decreased  and  finally  stopped. 

CAUSES  OF  DAMP  WALLS 

Dampness  in  a  barn  may  result  from  any  one  of  four  conditions, 
namely,  lack  of  ventilation,  lack  of  heat  production,  failure  to  con- 
serve heat,  and  poor  construction,  or  from  a  combination  of  two  or 
more  of  these  conditions.  Condensation  may  be  prevented  (1)  By 
lowering  the  moisture  content  of  the  stable  air  by  ventilation,  thus 
permitting  a  greater  temperature  drop  before  condensation  takes 
place ;  (2)  by  increasing  the  temperature  of  the  stable  air  by  keep- 
ing the  barn  well  filled  or  by  substituting  larger  animals,  thus  in- 
creasing the  capacity  of  the  air  for  holding  moisture  without 
condensation;  (3)  by  providing  insulation  so  that  the  wall  resistance 
to  the  transmission  of  heat  is  increased  to  a  point  where  the  inside 
surface  temperature  will  not  fall  below  the  dew  point  of  the  stable 
air;  (4)  by  avoiding  any  construction  which  will  retard  the  circula- 
tion of  air  currents  over  the  wall  surfaces;  (5)  by  any  combination 
of  the  above  methods. 

•EFFECT  ON  ANIMAL  LIFE 

The  effect  of  humidity  upon  human  health  has  been  studied  and 
the  present  conception  is  that  temperature,  humidity,  and  motion 
of  the  air  have  a  decided  influence  upon  personal  comfort  (7,  21^ 
Jfl^  Jf.6).  Information  with  respect  to  the  effect  on  animals  is  very 
meager,  but  such  data  as  are  available  indicate  that  farm  animals 
are  similarly  affected  (^,  6,  13).  Data  on  page  8  show  that  of 
the  total  heat  lost  from  the  body  7.2  per  cent  is  lost  through  vapori- 
zation of  water  from  the  lungs  and  14.5  per  cent  by  evaporation 


VENTILATION   OF   FARM   BARNS  19 

from  the  skin.  The  latter,  upon  which  the  comfort  of  the  animal 
depends,  is  greatly  affected  by  the  relative  humidity  of  the  stable 
air.  It  is  obvious  that  evaporation  takes  place  more  readily  when 
the  atmosphere  is  dry  than  when  it  is  damp  or  saturated.  Hence, 
when  the  air  is  very  moist,  the  heat  ordinarily  lost  by  evaporation 
must  find  some  other  channel  of  dissipation,  possibly  causing  dis- 
comfort to  the  animal. 

EFFECT   ON   STRUCTURES 

The  proper  ventilation  of  a  stable  is  not  a  simple  matter,  with 
the  weather  changing  from  hot  to  cold,  calm  to  stormy,  and  with  a 
varying  amount  of  stock  in  the  stalls.  It  is  more  difficult  to  control 
humidity  than  temperature.  It  is  possible  to  specify  the  tempera- 
ture and  humidity  essential  to  a  desirable  air  condition,  but  to  ob- 
tain the  amount  of  circulation  required  to  produce  and  maintain 
them  is  not  so  easy. 

The  effects  of  too  much  moisture  on  the  barn  and  contents  are 
more  readily  apparent  and  are  evidenced  by  rotted  timbers,  rafters, 
ceiling  boards,  sills,  etc.,  and  by  spoilage  of  hay  and  feed.  Indirect 
losses  are  due  to  illness  caused  by  decomposed  or  mouldy  feed  and 
by  the  softening  and  destruction  of  plaster  and  paint.  These  are 
economic  losses  which  can  be  measured.  In  many  barns,  rotting  due 
to  moisture  within  is  much  more  rapid  than  outside  deterioration 
caused  by  the  elements. 

Moisture  in  the  air  will  be  deposited  on  a  surface  whenever  the 
temperature  of  that  surface  falls  to  the  dew  point  of  the  air.  The 
walls  of  the  barn  when  colder  than  the  air  may  act  as  a  condensing 
surface  which,  by  removing  moisture  from  the  air  as  it  circulates, 
lowers  the  moisture  content  of  the  stable  air.  If  the  temperature  of 
the  wall  surface  is  below  freezing  frost  is  formed. 

Heat  is  transmitted  to  the  wall  surface  both  by  radiation  and  con- 
vection or  air  movement.  The  temperatures  of  the  wall  surface 
and  of  the  air  in  contact  with  it  are  not  the  same,  and  the  lowering 
of  air  temperature,  which  may  cause  deposition  of  moisture,  occurs 
within  a  thin  film  of  air  very  close  to  the  surface  and  can  not  be 
measured  with  the  ordinary  thermometer.  However,  the  desired 
stable  temperature  being  known  and  the  minimum  expected  outside 
temperature  being  obtainable  from  the  Weather  Bureau  records,  the 
amount  of  insulation  required  may  be  determined  as  described  later. 

Condensation  on  a  wall  surface  may  be  due  to  a  leakage  of  air 
through  joints  or  cracks  in  the  insulation,  as  well  as  to  the  lack  of 
insulation.  But  regardless  of  how  well  the  wall  may  be  insulated 
there  will  always  be  some  heat  loss.  In  providing  against  con- 
densation the  greatest  thickness  of  insulation  is  required  under  con- 
ditions of  highest  humidity,  lowest  air  circulation,  and  low  temper- 
ature. 

Wind  on  the  outside  of  a  warm  wall  increases  heat  losses  and  con- 
densation. Deposition  of  moisture  on  the  wall  surface  is  also  af- 
fected by  the  air  currents  within  the  stable.  The  rate  of  circula- 
tion of  these  currents  is  in  turn  greatly  affected  by  the  amount  of 
ventilation,  and  the  higher  the  velocity  the  less  the  chance  for  depo- 


20         TECHNICAL  BULLETIN    18  7,  U.   S.   DEPT.   OF  AGRICULTURE 

sition.  Moisture  may  gather  on  ceiling  surfaces  where  girders, 
beams,  or  other  obstructions  sometimes  interfere  with  these  currents 
and  form  pockets  of  uncirculated  air.  The  paths  of  convection  cur- 
rents are  often  indicated  on  the  walls,  around  corners  and  at  venti- 
lating flues  by  the  pattern  formed  by  frost  or  deposition  of  mois- 
ture where  there  is  insufficient  air  movement.  These  slow-moving 
air  currents  prevent  the  deposition  of  moisture  and  emphasize  the 
need  of  maintaining  a  circulation  of  air  even  if  it  is  at  a  slow  rate. 
The  absence  of  air  stoppings"  at  the  ribbon  where  joists  and 
studs  meet  is  a  common  cause  of  moisture  on  the  ceiling.  This  omis- 
sion permits  cold-air  currents  to  circulate  between  the  joists,  chilling 
the  ceiling  boards  and  causing  the  temperature  of  warm,  moist 
stable  air  in  contact  with  this  cold  surface  to  drop  to  or  below  the 
dew  point. 

DISTRIBUTION  OF  DAIRY  C0WS;JAN.I925 

Wi^h  Respect  fo  Length  of  Stablin«  Period 

(Total  milked  dunns  1924^20.900, 000) 


I    W;l I  V-      . 


■•- -..Lr- 


Building  Zones — — . 

Barn  Days j-240'"' 

Dairy  Area •••••••• 

Figure  4. — Map  showing  zoning  of  the  United  States  with  respect  to  temperature 
and  barn  days  and  the  principal  dairy  area,  the  location  of  which  makes  evident 
the  need  of  comfortable  shelter  for  dairy  cows 


CLIMATIC  CONDITIONS  AFFECTING  CONSTRUCTION 

Variations  in  climatic  conditions  in  different  localities  affect  the 
requirements  of  a  ventilation  system.  The  probability  of  low  tem- 
peratures and  the  range  of  the  expected  temperatures  determine  the 
need  and  amount  of  insulation  necessary  to  the  maintenance  of  de- 
sirable stable  temperatures  under  given  local  conditions.  The  ac- 
companying map,  Figure  4,  and  Tables  6  and  7  are  of  value  in 
choosing  the  construction  best  adapted  to  a  particular  locality.  The 
average  temperatures  for  the  months  of  January  and  February  over 
a  period  of  30  years  at  100  selected  stations  were  used  in  determining 
the  boundaries  of  the  several  zones  shown  on  the  map. 


VENTILATION    OF    FARM   BARNS  21 

Table  6. — Temperatures  for  January  and  February  at  selected  stations 


Item 

Temperature  ia  zone— 

1             2 

' 

4 

Daily  mean  at  8  a.  m                            .      __                 ... 

°  F. 
5 
11 

°  F. 
17 
22 

°  F. 
27 
30 

°  F. 

36 

Mean  monthly 

Above  32 

Table  7. — Number  of  days  annually  when  temperature  at  8  a.  m.  toas  below  50° , 
32°,  and  20°  F.,  respectively 

Temperature 


Below  50 

Below  32 
Below  20 


Item 


Range 

Average 

Per  cent  of  annual 

Range 

Average 

Range 

Average 


Days  in  which  temperature  was 
below  the  point  stated  in  zone— 


225-350 

266 

72.9 

130-175 

154 

37-153 


117-290 

225 

61.6 

45  -140 

107 

0-80 

24 


160-240 

193 

52.9 

30-90 

64 

0 

0 


According  to  Table  7  the  temperature  at  8  a.  m.  was  below  50°  F. 
during  72.9  per  cent  of  the  year  in  the  first  zone,  61.6  per  cent  in  the 
second  zone  and  52.9  per  cent  in  the  third  zone.  This  makes  clear  the 
relative  importance  of  the  temperature  factor  in  barn  ventilation  in 
the  various  zones  and  the  number  of  days  that  the  full  capacity  of 
the  ventilation  system  will  be  required.  It  also  shows  that  about  58 
per  cent  of  the  average  number  of  days,  on  which  the  temperature 
was  below  50°,  were  below  freezing  during  the  night  in  the  first  zone, 
48  per  cent  in  the  second  zone  and  33  per  cent  in  the  third  zone,  and 
that  of  the  number  of  days  below  freezing  in  the  first  zone  52  per 
cent  were  below  20°.  These  average  temperatures  should  be  consid- 
ered in  determining  the  amount  of  insulation  required  in  a  given 
locality  and  the  capacity  of  the  ventilation  system  best  suited  to  the 
conditions. 

LENGTH  OF  STABLING  SEASON 

The  map  also  shows  the  length  of  the  stabling  season  in  the  north- 
ern zones.  Because  of  the  variable  conditions  this  factor  is  omitted 
in  the  southern  zones.  Tables  6  and  7  may  be  used  to  supplement  the 
map.  The  number  of  days  that  cows  are  kept  in  the  barn  varies 
widely  in  different  sections  of  the  country  because  of  differences  in 
practice.  In  most  parts  of  Maine  the  cows  are  kept  in  the  barn  nearly 
every  night,  whereas  in  the  semiarid  regions,  where  the  same  tem- 
perature prevails,  cows  are  permitted  to  run  out. 

Available  information  indicates  that  milk  yields  are  affected  by 
temperatures  below  50°  F.  Turner,  as  quoted  by  Hays  {IS)  con- 
cludes that  temperature  is  a  major  factor  in  the  seasonal  variation 
of  the  percentage  of  fat  in  cow's  milk.  In  most  sections  it  is  desir- 
able to  house  the  cows  at  night  when  temperatures  below  50°  are  ex- 
pected. This  temperature  may  then  be  used  as  a  basis  for  the 
determination  of  the  number  of  days  during  which  ventilation  will 


22        TECHNICAL  BULLETIN    18  7,   U.   S.   DEPT.   OF  AGRICULTURE 

be  required.  When  the  outside  temperature  is  above  freezing  the 
windows  and  doors  may  be  kept  open  a  greater  part  of  the  time.  At 
such  times  the  amount  of  ventilation  obtained  is  not  solely  dependent 
upon  the  flues.  When  the  temperature  drops  below  freezing  the 
doors  and  windows  should  be  closed  and  the  ventilation  system  op- 
erated at  full  capacity.  It  is  seldom  necessary,  under  average  con- 
ditions, to  restrict  the  ventilation  until  the  outside  temperature  drops 
below  20°.  With  good  construction  this  point  may  be  lowered  con- 
siderably. Windows,  as  aids  to  ventilation,  may  be  used  in  sections 
where  the  temperature  is  above  32°  on  a  large  percentage  of  the  days 
on  which  ventilation  is  necessary.  In  sections  where  the  temperature 
on  a  large  number  of  days  is  below  20°,  greater  attention  must  be 
given  to  insulation  and  to  the  design  of  the  ventilation  system  in 
order  that  the  maximum  use  may  be  made  of  the  system. 

Although  it  is  recognized  that  there  are  many  factors  which  may 
affect  the  annual  number  of  days  that  the  stock  is  housed  in  a  par- 
ticular locality,  nevertheless  these  data,  which  are  based  upon  the 
best  information  available,  are  thought  to  be  representative  of 
average  conditions  for  dairy  cattle  and  are  valuable  in  coordinating 
the  several  factors  affecting  the  design  of  a  ventilation  system. 

VOLUME  OF  AIR  SPACE   PER  HEAD   OF  STOCK 

RELATION  OF  VOLUME  TO  PURITY  OF   AIR 

Purity  of  stable  air  is  not  dependent  upon  a  large  volume  of  air 
space.  The  air  within  a  barn  is  vitiated  by  emanations  from  the 
stock,  particularly  the  products  of  respiration.  Expired  air  does 
not  necessarily  mix  with  the  whole  air  of  the  room  even  with  mod- 
erate circulation.  If  the  ventilation  is  bad  because  of  either  poor 
circulation  or  distribution,  diffusion  will  not  be  uniform  and  theo- 
retically there  is  no  limit,  except  that  of  saturation,  to  the  extent 
of  contamination  that  may  exist  at  a  given  point  within  the  stable, 
however  large  the  air  space. 

Repeated  analyses  {35,  39)  have  shown  that  bacteria  in  the  stable 
air  have  relatively  small  effect  upon  the  bacteria  count  in  the  milk. 
Milk  readily  absorbs  odors  from  the  stable  air,  and  if  certain  of 
the  common  feeds  are  present  at  milking  time  the  milk  may  become 
unfit  for  sale  or  use  as  food.  The  flavor  and  odor  of  such  plants 
as  garlic,  cabbage,  turnips,  green  cowpeas,  and  silage,  if  fed  before 
milking,  may  be  detected  in  the  milk.  Garlic  may  be  detected  in 
milk  1  minute  after  feeding  or  in  2  minutes  after  the  milk  is  drawn 
when  the  cow  has  been  permitted  to  inhale  the  garlic  odor  for  10 
minutes  {Jf),  Contamination  can  best  be  avoided  by  removal  of  the 
source  of  odor  and  by  providing  for  adequate  ventilation  and  the 
removal  of  milk  from  the  stable  as  soon  as  drawn.  If  feeds  having 
odors  that  affect  the  milk  are  given  after  milking,  the  effects  of 
their  ingestion  and  the  odor-laden  stable  air  will  have  been  removed 
by  the  time  of  the  next  milking. 

In  a  stable  having  the  largest  practical  unit  of  volume  per  head 
and  with  no  ventilation,  the  air  is  contaminated  (assuming  com- 
plete diffusion)  beyond  the  point  of  desirable  purity  within  a 
few  minutes.  The  standard  developed  by  King  {29)  requires  that 
the  degree  of  purity  of  air  in  the  stable  should  not  be  lower  than 


VENTILATION   OF   FARM   BARNS  23 

96.7  per  cent,  i.  e.,  that  the  air  in  the  stable  shall  not  contain  more 
than  3.3  per  cent  of  air  once  breathed.  On  this  basis  3,542  cubic  feet 
of  air  per  hour  is  required  for  the  average  cow.  The  amount  of  air 
space  is  of  great  importance  in  controlling  stable  temperatures  and 
in  economy  of  construction,  but  as  previously  stated  a  large  volume 
per  head  gives  no  assurance  of  pure  stable  air.  In  the  ventilation 
of  barns  the  degree  of  contamination  of  the,  air  is  dependent  upon 
the  rate  of  production  and  the  rate  of  removal  of  the  units  of  con- 
tamination and  not  upon  the  unit  volume  of  air  space.  Hence  ven- 
tilation must  be  a  continuous  process  when  the  animals  are  in  the 
barn. 

That  the  statement  regarding  the  relation  of  volume  to  air  purity 
holds  true  in  practice  as  well  as  theory  is  shown  by  analyses  of  air 
in  stables  wherein  the  volume  of  air  space  per  head  differed  widely. 
Hendrick  {19)  after  more  than  200  analyses  of  stable  air  found 
that  there  was  no  relation  of  air  space  to  carbon  dioxide  content 
and  that  high  CO2  content  was  usually  associated  with  the  higher 
stable  temperatures  and  humidities.  Comparing  the  samples  taken 
at  approximately  the  same  stable  temperatures,  he  found  4  to  41 
parts  of  CO2  in  10,000  in  a  stable  having  510  cubic  feet  of  air  space 
per  head.  In  a  stable  with  1,145  cubic  feet  per  head  he  found  14 
to  49  parts  and  in  another,  having  2,578  cubic  feet  per  head,  14  to  16 
parts. 

Kegulations  of  a  number  of  cities  specify  a  certain  amount  of  air 
space  for  each  animal.  The  successful  laws  or  regulations  of  one 
section  are  often  adopted  verbatim  in  others  without  consideration 
of  the  climatic  conditions  and  this  often  leads  to  the  adoption  of 
rules  which  are  not  applicable,  and  which  are  frequently  impractical. 

DETERMINATION  OF  VOLUME  PER  HEAD 

In  designing  a  barn  for  a  given  locality  the  three  factors  which 
have  the  greatest  bearing  on  the  determination  of  the  air  space  to 
be  provided  are  (1),  the  desirability  of  controlling  stable  tempera- 
ture; (2),  economy  of  construction;  and  (3),  convenience  and 
economy  in  caring  for  the  stock. 

The  volume  of  air  space  generally  may  be  approximated  as  the 
product  of  the  length,  width,  and  height — usually  at  the  platform — 
divided  by  the  number  of  head.  But  this  method  should  not  be  used 
in  a  ventilation  test  where  greater  accuracy  is  necessary.  Heat  pro- 
duction and  losses  are  often  of  more  importance  than  circulation 
of  air,  and  in  an  investigation  involving  a  large  nuuiber  of  tests 
these  factors  can  not  be  compared  unless  the  space  per  head  has 
been  accurately  determined.  It  is  advisable  that  deductions  be  made 
for  large  columns,  girders,  and  joists  where  the  stable  is  not  ceiled. 
The  height  of  the  ceiling  as  measured  at  the  feed  and  litter  alleys 
must  sometimes  be  considered  separately  and  not  averaged  as  is  often 
done. 

The  physical  comfort  of  confined  animals  is  dependent  upon  the 
three  factors  of  temperature,  humidity,  and  air  circulation.  Lipp 
{30)  in  discussing  experiments  states  that — 

It  was  observed  that  after  the  stall  temperature  had  reached  80°  F.  there 
was  an  unmistakable  evidence  of  discomfort.  When  the  temperature  had 
climbed  to  85"  F.  the  discomfort  had  increased  to  actual  distress  and  at  90°  F. 


24        TECHNICAL  BULLETIN    18  7,  U.   S.   DEPT.   OF  AGRICULTURE 

there  was  danger  of  collapse  and  death.  When  the  air  of  the  unventilated 
stall  was  suddenly  cooled  and  its  moisture  content  lowered,  after  having 
reached  90°  F.,  and  full  saturation  respectively,  all  symptoms  of  collapse  and 
distress  disappeared  in  a  very  short  time. 

Since  excessive  stable  temperature  and  humidity  interfere  with 
elimination  of  heat  from  the  body  and  water  from  the  respiratory 
organs,  the  importance  of  temperature  control  is  obvious.  Theoreti- 
cally it  is  possible  to  provide  sufficient  insulation  to  save  all  the  heat, 
but  practically  the  cost  would  not  be  warranted.  Hence,  in  deter- 
mining the  proper  volume  of  air  space  per  head,  the  comfort  of  the 
animal  at  least  cost  must  be  sought. 

In  a  warm  barn  there  is  more  heat  available  for  inducing  ventila- 
tion and  circulation  of  air  with  the  resultant  elimination  or  reduc- 
tion of  odors  and  excess  moisture.  Many  farmers  provide  warm 
barns  to  prevent  freezing  of  drinking  cups,  but  fail  to  ventilate 
properly.  Comfortable  stable  temperatures  and  ventilation  are 
inseparable  and  the  one  must  follow  the  other. 

If  the  temperature  of  a  stable  is  to  be  kept  comfortable  a  suf- 
ficient number  of  cows  must  be  provided  to  heat  the  air  space.  An 
800-pound  cow  has  approximately  48  square  feet  of  radiating  surface 
and  one  weighing  1,200  pounds,  61  square  feet  (5,  44)-  Since  their 
body  temperatures  are  the  same  and  their  capacity  of  heat  produc- 
tion varies  according  to  their  weight,  it  is  obvious  that  the  smaller 
cow  can  not  heat  or  maintain  the  temperature  of  as  large  a  volume 
of  air  space  as  the  larger  cow.  Hence  the  size  of  the  cows  must  be 
considered  in  determining  the  proper  volume  of  space  per  head. 

The  amount  of  heat  produced  bears  a  definite  relation  to  the 
weight  of  the  stock  and  in  turn  to  the  amount  of  ventilation  required. 
This  relationship  permits  of  tests  being  compared  on  a  basis  of  heat 
production  of  the  actual  stock  in  terms  of  an  equivalent  number  of 
average  size  as  described  on  page  3.  In  this  manner  the  several 
factors  are  made  proportional  to  the  size  of  the  individual  equiva- 
lent animal,  and  proper  credit  may  be  given  to  each  according  to  its 
capacity.  This  method  also  permits  of  the  comparison  of  barns  full 
of  stock  with  those  that  are  but  partly  filled.  Many  ventilation 
installations  have  been  unjustly  criticized  because  of  lack  of  con- 
sideration of  this  factor.  Stable  temperature  depends  upon  the 
amount  of  animal  heat  produced  and  that  saved.  If  a  barn  is 
designed  for  20  head,  ^allowing  a  space  of  600  cubic  feet  per  head, 
and  if  there  are  but  15  head  in  the  barn,  the  actual  volume  per  head 
is  800  cubic  feet.  In  the  northern  zones  this  may  be  the  limit  of  the 
heating  capacity  of  the  animal. 

Yapp  (^7)  has  found  that  the  volume  of  air  space  occupied  by 
cattle  is  approximately  29  cubic  inches  per  pound  of  live  weight. 
On  this  basis  a  cow  w^eighing  1,200  pounds  and  allotted  1,000  cubic 
feet  of  space  occupies  approximately  20  cubic  feet,  or  2  per  cent, 
of  the  space.  On  the  same  basis  an  800-pound  cow  would  need  but 
about  670  cubic  feet  in  order  that  she  might  occupy  proportionately 
the  same  amount  of  space  as  the  larger  cow.  But  the  heating  capac- 
ities of  cows  vary  as  the  two-thirds  power  of  their  weights,  and  hence 
the  smaller  cow  may  be  allowed  a  somewhat  larger  space  than  that 
given  above.  This  relationship  is  given  consideration  in  the  formula 
found  on  page  26. 


VENTILATION   OF   FARM   BARNS 


25 


The  volume  of  air  space  in  well-designed  barns  is  seldom  less  than 
500  or  more  than  1,000  cubic  feet  per  head.  The  average  cow  re- 
quires a  stall  3.5  feet  wide  and  in  addition  an  allowance  must  be  made 
for  cross  alleys.  The  necessary  clearance  for  litter  carriers  fixes  the 
minimum  height  of  ceiling  at  a  little  less  than  8  feet,  and  to  secure 
1,000  cubic  feet  per  head  in  a  2-story  barn  would  require  an  unnec- 
essary expenditure  of  money  in  the  colder  sections.^  ^ 


COMPARISON    WITH    TEST   DATA 


A  study  of  available  data  shows  that  under  average  conditions 
the  volume  per  head  is  not  important  when  the  outside  temperature 
is  above  32°  F.  At  20°  conservation  of  heat  is  important,  and  vol- 
ume per  head  is  a  factor  to  be  considered.  As  the  temperature  de- 
creases the  importance  of  volume  per  head  increases.  Hence  the 
proper  allowance  of  volume  per  head  will  be  relatively  greater  in 
the  first  and  second  zones  than  in  the  third.  The  data  from  tests  in 
Table  8  show  what  may  be  accomplished  under  average  working 
conditions.  The  table  affords  a  comparison  of  the  stable  tempera- 
tures, with  a  given  volume  per  head,  with  outside  temperatures  of 
0°,  10°,  20°,  32°;  also  the  minimum  outside  temperatures  at  which 
stable  temperatures  above  32°  were  maintained.  The  table  also 
serves  as  a  valuable  check  on  the  practicability  of  the  formula  given 
subsequently,  page  26. 

Table  S. — Comparison  of  volume  per  head  and  observed  stable  and  outside 

temperatures 


Num- 
ber of 
barns 

5 
2 
5 
6 

Actual 
volume 
per  head 

Outside  temperature 

Stable 
32°  F.  or 
above  at 

outside 
tempera- 
ture of— 

0°  r. 

10°  F. 

20°  F. 

32°  F. 

Stable  temperature  maintained  at — 

Cubic  feet 
600-690 
700-790 
800-890 
900-960 

°  F. 
40-46 
37 

32-38 
34 

°  F. 

42-52 

37-39 

36-46 

34-44 

°F. 

41-54 

39-47 

37-47 

41-46 

°  F. 
47-58 
51 
40-48 
44-52 

o  p 

-32-0 

-7 

-10-4 

-5 

It  has  been  shown  how  the  several  factors  affect  the  selection  of  the 
volume  of  air  space  per  head.  Cost  of  construction,  available  heat, 
expected  temperatures,  and  convenience  in  handling  the  stock  are 
factors  which  must  be  considered  in  choosing  the  proper  volume  of 
air  space  for  each  cow.  The  following  empirical  formula,  which 
serves  as  a  check  in  determining  the  desirable  air  space  per  cow  in 
various  localities,  takes  into  consideration  the  two  most  important 
factors  affecting  the  design  of  a  barn  for  cold  sections,  namely,  heat 
production  and  its  relation  to  expected  temperatures. 

From  Figure  4  the  average  annual  number  of  days  that  the  cow 
may  be  kept  in  the  barn  in  a  given  locality  is  obtained  {27).     This 

'  5  A  barn  housing  20  cows  in  two  rows  of  3.5-foot  stalls  with  one  5-foot  cross  alley  would 
be  40  feet  Ions.  If  the  barn  is  36  feet  wide,  which  is  recommended  practice,  it  would 
require  a  height  of  approximately  14  feet  to  provide  1,000  cubic  feet  per  head.  This  is 
unneces-sarily  costly  and  impractical  in  a  2-story  barn.  It  might  be  practical  in  a  ] -story 
barn,  or  a  2-story  pen  barn,  or  one  but  partly  filled  with  stock. 


26         TECHNICAL  BULLETIN    18  7,   U.   S.   DEPT.   OF  AGRICULTURE 

bears  a  direct  relation  to  the  expected  temperatures  for  the  locality 
and  makes  it  possible,  as  shown  in  the  following  paragraph,  to  intro- 
duce the  temperature  factor  into  the  formula  indirctly.     In  the 

formula,  V= — ^ — ,  ZT  represents  the  heat  in  British  thermal  units 

per  hour  produced  by  an  animal  equal  in  size  to  the  average  of  those 
within  the  barn.  The  constant  k  has  a  value  of  60  for  the  dairy  cow 
kept  under  average  conditions  in  a  well-built  barn.  Where  it 
is  certain  that  the  barn  will  always  be  filled  with  mature  stock  dur- 
ing cold  weather,  which  is  seldom  the  case,  a  constant  of  70  may  be 
used.  D  represents  the  average  annual  number  of  days  that  the  cows 
are  kept  in  the  barn.  V  is  the  desirable  allowance  of  cubic  feet  of  air 
space  per  head.  If  more  space  than  that  obtained  from  this  formula 
is  allowed  greater  consideration  must  be  given  to  insulation. 

There  are  many  stations  within  a  zone  which  have  mean  tem- 
peratures above  or  below  the  average  for  the  zone.  It  has  been 
found  that  the  factor  D  may  be  expressed  in  terms  of  approximate 
outside  temperature  by  the  quantity  (300  — 57")  in  which  T  represents 
the  mean  temperature  for  the  month  of  January.  Eesults  which  are 
compatible  with  good  practice  are  obtained  when  the  proper  values 
for  this  expression  are  substituted  in  the  above  formula.  When  air- 
space volumes  obtained  by  use  of  the  formula  are  used,  the  heat 
available  is  sufficient  to  permit  an  average  of  3.5  dilutions  of  air  per 
hour  when  the  outside  temperature  is  at  zero  or  above.  Hence  the 
formula  provides  a  practical  rule  for  the  determination  of  the  desir- 
able volume  per  head  in  a  dairy  barn,  either  by  reference  to  the  mean 
temperature  for  January  or  to  the  number  of  ibarn  days. 

WALL   CONSTRUCTION  AND  INSULATION 

The  comfortable  housing  of  stock  is  of  interest  to  all  stockmen  but 
especially  to  dairymen  since  the  majority  of  the  milk  cows  of  the 
United  States  are  found  in  the  colder  sections.  (Fig.  4.)  The 
farmer  desires  a  comfortable  barn  for  four  reasons:  (1)  Comfort  of 
the  stock  with  consequent  saving  of  feed ;  (2)  comfort  of  the  work- 
men; (3)  prevention  of  the  freezing  of  water  pipes;  and  (4)  preven- 
tion of  dampness  in  the  barn. 

Experience  has  shown  that  it  pays  to  keep  cows  comfortable. 
There  is  little  information  with  regard  to  the  physiological  reaction 
of  cows  to  low  environmental  temperatures  and  the  consequent  sav- 
ing of  feed.  However,  the  Institute  of  Animal  Nutrition  of  Pennsyl- 
vania (IS)  found  that  under  the  usual  conditions  of  intensive  cattle 
feeding,  for  each  degree  that  the  temperature  falls  below  the  point  at 
which  the  animal  begins  to  feel  cold,  the  cost  of  maintenance  increases 
1.4  per  cent. 

Feeding,  milking,  and  other  routine  operations  are  more  efficiently 
accomplished  in  a  barn  of  comfortable  temperature  than  under  con- 
ditions that  arouse  an  instinctive  desire  on  the  part  of  the  workmen 
to  slight  the  work  in  order  to  get  it  done  quickly. 

Water  systems  with  individual  drinldng  cups  have  been  installed* 
in  many  barns  in  order  to  save  labor  as  well  as  to  provide  the  stock 
with  ready  access  to  water.  Warm  structures  are  necessary  to  pre- 
vent the  freezing  of  water  pipes  and  the  consequent  inconvenience  in 
caring  for  the  stock. 


VENTILATION   OF   FARM   BABNS  27 

FUNCTION  OF  INSULATION 

The  function  of  insulation  in  barn  walls  is  to  retard  the  flow  of 
heat.  Heat  is  transmitted  in  three  ways:  (1)  By  radiation  from 
a  warm  to  a  colder  body,  (2)  by  conduction  from  one  molecule  to 
another,  or  (3)  by  convection  currents  passing  over  a  warm  surface. 
The  effect  of  wind  is  to  increase  both  conduction  and  convection 
losses. 

Insulation  provided  to  insure  warm  structures  lessens  the  likeli- 
hood of  condensation  of  moisture  and  consequent  damp  walls.  As 
stated  elsewhere  a  damp  barn  may  be  the  result  of  lack  of  ventila- 
tion, lack  of  production  of  heat,  or  lack  of  conservation  of  heat. 
The  last  is  generally  the  result  of  insufficient  use  of  insulation  ma- 
terials. Whenever  barn  walls  are  tightly  built  to  save  heat,  ventila- 
tion becomes  necessary  as  the  leakage  through  walls  and  windows  is 
not  sufficient  for  the  air  requirements  of  the  animals. 

The  maintenance  of  a  comfortable  temperature  within  the  stable, 
when  the  outside  temperature  is  low,  depends  upon  the  amount  of 
heat  given  off  by  the  animals  and  the  total  heat  lost.  It  is  evident 
that  after  the  temperature  in  the  barn  has  reached  the  desired  point, 
the  amount  of  heat  added  per  unit  of  time  must  equal  the  amount 
of  heat  lost  in  order  to  maintain  that  temperature.  Until  the  de- 
sired temperature  is  reached,  there  must  be  generated  sufficient  heat 
not  only  to  raise  the  temperature  of  the  air  within  the  barn  but  to 
replace  the  heat  lost  by  radiation,  conduction,  and  convection  to  the 
walls  and  contents  of  the  stable.  The  amount  of  heat  absorbed 
depends  upon  the  specific  heat  of  the  building  materials  and  the 
contents  of  the  building.  Since  the  heat  produced  by  the  animal 
can  be  controlled  only  to  a  limited  extent,  it  is  evident  that  more 
insulation  is  required  in  the  cold  sections  than  in  warmer  regions  in 
order  to  conserve  the  heat  produced.  The  amount  of  insulation 
required  for  a  given  locality  must  be  proportioned  to  the  expected 
temperature. 

In  a  structure  heated  by  coal  it  is  possible,  within  a  limit,  to 
raise  the  room  temperature  by  heavier  firing  of  the  furnace,  and 
to  measure  the  saving  of  fuel  effected  by  the  application  of  differ- 
ent amounts  of  insulation.  In  a  barn  more  heat  can  be  obtained  to  a 
limited  extent  from  the  animals  by  heavier  feeding,  but  it  is  more 
difficult  to  estimate  the  saving  in  feed  due  to  added  insulation  since 
little  is  known  about  the  physiological  reaction  of  the  cow  to  low 
temperature,  a  factor  which  has  a  bearing  on  the  economics  of  insula- 
tion. Increasing  the  stable  temperature  by  means  of  expensive  feeds 
is  uneconomical  if  the  extra  annual  feed  cost  exceeds  the  investment 
charges  incident  to  the  added  insulation. 

SELECTION  OF  MATERIALS 

In  selecting  an  insulating  material  suitable  for  barn  construction 
consideration  must  be  given*  to  the  following  points :  Its  efficiency 
as  an  insulator,  whether  or  not  it  will  retain  its  efficiency  indefinitely, 
its  structural  strength,  the  effect  of  moisture  on  the  material,  harbor- 
age afforded  rodents  and  vermin,  whether  it  is  fire  retardent,  the  cost 
of  the  material,  and  the  cost  of  installation  and  upkeep. 

Next  to  a  perfect  vacuum  the  most  effective  insulation  against  the 
flow  of  heat  is  air  confined  in  minute  spaces.     Because  of  this  prop- 


28        TECHNICAL  BULLETIN    18  7,   IT.   S.   DEPT.   OF  AGRICULTURE 

erty  of  air,  there  is  a  common  misconception  with  respect  to  the  in- 
sulating value  of  so-called  dead-air  space,  and  its  practical  value  is 
often  exaggerated.  Dead  air  is  almost  unknown  in  structures  except 
in  porous  materials  where  the  air  cells  or  spaces  are  microscopic. 
It  is  this  entrapped  air  which  adds  insulating  value  to  porous  ma- 
terials. 

The  air  space  between  studs  does  not  possess  the  insulating  prop- 
erties commonly  attributed  to  it.  The  air  currents  rise  on  the  warm 
side  and  descend  on  the  cold  side,  thus  transmitting  heat  from  one 
surface  to  the  other.  It  is  not  until  the  space  is  broken  at  short 
intervals  by  headers  that  it  becomes  at  all  effective.  Stud  spaces  are 
sometimes  filled  w4th  commercial  insulating  materials,  packed  mill 
shavings,  sawdust,  gravel,  or  even  straw,  all  of  which  are  effective  if 
kept  dry.  Sawdust  and  straw  are  apt  to  deteriorate  and  settle  down 
in  the  wall.  Gravel,  in  itself  a  fair  conductor  of  heat,  would  be 
effective  because  of  its  value  in  breaking  up  the  convection  circulation 
within  the  w^all  but  is  not  desirable  because  of  its  weight. 

Metal  conducts  heat  quite  rapidly,  even  more  rapidly  than  the  sur- 
rounding air  can  absorb  it,  provided  the  air  is  still.  Hence  any  air 
current  or  wind  blowing  against  the  surface  will  increase  the  rate 
of  heat  loss.  Farm  structures  in  w^hich  the  walls  and  roof  are  built 
of  metal  will  be  cold  in  winter  and  warm  in  summer,  unless  the  metal 
is  combined  with  other  materials  having  insulating  properties. 

Masonry  walls  are  sometimes  preferred  for  barn  construction  be- 
cause of  their  qualities  of  fire  resistance,  durability,  low  cost  of 
upkeep,  and  structural  strength,  but  their  use  in  northern  sections 
has  been  objected  to  as  they  lack  insulating  value.  There  is  greater 
loss  of  heat  and  more  frost  and  dampness  in  masonry  barns  than  in 
comparable  frame  structures.  One-half  inch  of  good  insulating 
material  added  to  a  masonry  wall  may  decrease  the  heat  loss  by  as 
much  as  50  per  cent.  Although  costing  considerably  less,  this  amount 
of  insulation  may  be  equivalent  in  insulating  value  to  8  or  10  inches 
of  concrete  or  brick.  A  combination  of  masonry  and  insulating  ma- 
terials, which  are  now  available  in  most  sections  at  reasonable  cose, 
will  often  produce  a  more  economical,  stronger,  more  durable  and 
warmer  structure  than  if  a  single  material  were  used.  One  barn 
tested  (pi.  6,  B)  had  a  double  wall  constructed  of  air-cell  concrete 
blocks,  4  and  8  inches  thick  with  a  2-inch  air  space  between.  This 
construction  did  not  afford  insulation  sufficient  to  prevent  deposition 
of  moisture  on  the  wall  at  temperatures  near  zero.  Another  barn 
wall  (pi.  3,  A)  constructed  of  8-inch  blocks  of  the  same  kind  with 
one-half  inch  of  good  insulating  material  showed  no  moisture  at 
subzero  temperatures.  The  two  walls  are  of  similar  outward  appear- 
ance but  under  like  conditions  of  construction  the  latter  and  better 
wall  probably  could  be  erected  at  less  cost. 

Next  in  importance  to  the  selection  of  materials  is  the  way  they 
are  assembled  in  the  wall.  Each  new,  surf  ace  that  is  placed  in  the 
path  of  heat  flow  offers  considerable  resistance  not  only  because  it 
breaks  the  continuity  of  heat  flow  but  also  because  it  holds  confined 
a  thin  film  of  air.  Two  %-inch  layers  of  a  material  therefore  have 
greater  heat  resistance  than  a  1-inch  layer  of  the  same  material. 
Insulation  placed  on  the  inner  or  warm  side  of  the  barn  wall  is  more 
efficient  than  if  placed  on  the  outer  side.    The  object  in  the  use  of 


VENTILATION   OF   FAEM   BARNS  29 

insulation  is  to  stop  the  flow  of  heat  outward,  as  heat  flows  from  the 
warmer  to  the  colder  object  or  surface,  and  the  sooner  the  heat  flow 
is  stopped  the  greater  the  conservation.  Since  heated  air  tends  to 
rise  and  barn  ceilings  generally  offer  less  resistance  to  heat  flow 
than  do  the  walls,  insulation  placed  on  the  ceiling  is  more  effective 
in  maintaining  stable  temperature  than  is  the  same  amount  placed 
in  the  walls.  This  is  especially  true  in  a  1-story  barn,  since  in  a 
2-story  structure  the  hay  in  the  mow  above  affords  very  good  insula- 
tion. When  part  of  the  mow  is  empty  the  floor  should  not  be 
allowed  to  become  bare  as  frost  and  moisture  may  collect  on  the 
ceiling  below.  Less  heat  will  be  lost  through  the  ceiling  if  6  to  8 
inches  of  hay  or  chaff  are  left  on  the  mow  floor  during  the  cold 
months.  Moisture  on  the  stable  ceiling  is  sometimes  caused  by  the 
circulation  of  cold  air  between  the  joists.  Precautions  should  be 
taken  to  prevent  this. 

AIR-TIGHTNESS 

Air-tightness  in  construction  helps  to  cut  down  heat  losses.  There 
is  always  some  leakage  of  air  through  the  walls  themselves,  through 
cracks,  mortar  joints,  etc.,  the  amount  varying  with  the  permeability 
of  material  and  quality  of  workmanship.  Whenever  a  strong  wind 
blows  against  the  surface  this  leakage  is  increased.  Building  paper, 
plaster,  and  even  paint  are  of  value  in  reducing  air  leakage  through 
walls.  Recent  tests  {23)  of  a  brick  wall  8^/^  inches  thick  show  that 
infiltration  of  more  than  9  cubic  feet  per  hour  per  square  foot  of 
surface  may  be  obtained  with  a  pressure  against  the  wall  equivalent 
to  a  15-mile  wind.  Other  tests  show  that  infiltration  losses  account 
for  as  much  as  25  per  cent  of  the  heat  supplied  in  dwellings  of 
average  construction.  It  is  therefore  evident  that  air  tightness  of 
construction  is  essential  to  the  conservation  of  heat  in  barns. 

A  study  of  the  relationship  of  back  drafting  in  outtakes  to  wind 
direction  and  velocity  shows  that  infiltration  was  probably  a  con- 
tributine:  cause  of  back  draf tino^  in  the  flues  of  one  barn. 


AMOUNT  OF  INSULATION 


The  heat  coefficients  of  insulating  materials  are  expressed  in 
various  ways,  but  most  commonly  in  British  thermal  units  per  square 
foot  per  inch  of  thickness  per  hour  per  degree  difference  in  tempera- 
ture. It  is  sometimes  expressed  in  daily  loss  instead  of  hourly. 
Tables  of  coefficients  of  heat  losses  for  different  materials  are  found 
in  standard  handbooks.  Most  of  the  data  available  are  from  labora- 
tory tests,  very  few  tests  having  been  made  of  the  common  types 
of  construction  under  field  conditions.  In  making  use  of  tables  of 
coefficients  consideration  should  be  given  to  the  conditions  under 
which  the  data  were  obtained. 

Insulation  is  employed  for  the  conservation  of  heat  given  off  by 
the  stock  and  the  prevention  of  damp  walls  and  ceiling.  The  limita- 
tion of  its  use  for  the  first  purpose  is  the  economic  relation  between 
the  cost  of  construction  and  the  amount  of  heat  saving  necessary  to 
the  maintenance  of  the  temperature  desired.  The  extent  of  its  use 
for  the  second  purpose  is  determined  by  the  temperature  and  relative 
humidity  that  it  is  desired  to  maintain  since  these  factors  determine 
the  number  of  degrees  drop  in  temperature  that  must  take  place 


30        TECHNICAL  BULLETIN    18  7,  U.   S.   DEPT.   OP  AGRICULTURE 

before  the  dew  point  is  reached  (p.  4).  The  latter  is  the  more  im- 
portant consideration  in  the  determination  of  insulation  require- 
ments for  barns.  Although  at  times  it  may  not  be  sufficient  to  insure 
as  high  a  temperature  as  desired,  the  insulation  necessary  to  prevent 
condensation  under  normal  conditions  will  usually  be  economically 
justified  and  will  serve  as  a  measure  of  the  minimum  requirements 
for  local  conditions. 

The  curve  in  Figure  5  suggests  the  minimum  insulation  for  different 
localities.  The  coefficients  of  heat  transmission  are  used  as  ordinates 
and  indirectly  represent  the  amount  of  insulation  required  to  prevent 
damp  walls  under  average  conditions  of  weather  and  good  ventila- 
tion. The  abscissas  are  the  mean  temperatures  for  the  month  of 
January.  This  curve  is  a  great  convenience  in  determining  the 
amount  of  insulation  required  in  a  given  locality  when  the  mean 


y 

.400 

^ 

/^ 

^ 

.300 

i\o2, 

CO5 

^ 

^ 

.1 

.o 

\n^ 

^  .200 

— 

^ 

.100 

0 

2         ^ 

\ 

B          < 

5         i 

0        1 

2        1 

4        I 

6       1 

8        2 

0         2 

2        2 

4       2 

6       2 

8      30 

Outside  mean   temperature    for  January  ^"F". ) 

Figure    5. — Insulation    curve.     Coefficient    fc    equals    British    thermal    units   loss    per 
square  foot  per  degree  difference  in  temperature  per  hour 

January  temperature  is  known.  Kliiowing  the  amount  required,  one 
is  able  .to  choose  from  a  number  of  available  materials  the  most 
desirable  construction. 

The  heat  saving  effected  by  an  insulating  material  is  in  proportion 
to  the  difference  between  the  heat  transfer  coefficients  of  the  insulated 
and  uninsulated  construction.  The  saving  of  heat  by  good  insula- 
tion is  continuous  and  is  reflected  in  decreased  annual  cost  of  feed 
and  in  the  comfort  of  the  animal  with  the  consequent  greater  pro- 
duction. 

The  selection  of  an  insulating  material  will  depend  upon  consid- 
eration of  the  characteristics  previously  mentioned  and  to  a  large 
extent  upon  the  cost  and  availability.  It  may  be  more  economical 
to  use  twice  the  amount  of  a  material  locally  available  but  of  low 
insulating  value,  than  a  more  efficient  insulating  material  shipped 
from  a  distance.  The  amount  of  insulation  required  will  vary  with 
the  normal  temperature  expected.     The  coldest  months  of  the  year 


Tech.  Bui.  187,  U.  S.  Dept.  of  Agriculture 


Plate  3 


I  I  IJ  I.I  I     .  I  l.f  %,M    I 


A,  View  of  barn  showing  wall  construction,  frost  covered  windows,  and  position  of  inlets.    Note 
anemometer  on  roof;  B,  view  of  barn  with  vestibules;  C,  view  of  test  barn  T  from  the  west 


VENTILATION   OF   FAEM   BARNS  31 

are  January  and  February,  and  temperatures  for  these  months  may 
be  used  in  determining  insulation  requirements  for  a  given  locality. 
Average  conditions  may  be  obtained  by  referring  to  the  zone  map, 
Figure  4  or  Tables  6  and  7,  or  for  more  detailed  information,  to 
Weather  Bureau  data. 

STORM   SASH  AND  VESTIBULES 

Infiltration  of  cold  air  through  cracks  around  doors  and  windows 
is  an  important  consideration  especially  in  windy  sections.  Tests 
have  shown  that  there  may  be  a  leakage  of  air  around  a  window,  as 
ordinarily  fitted,  amounting  to  as  much  as  2  cubic  feet  per  hour  for 
each  lineal  foot  of  crack  for  each  mile  per  hour  of  wind  velocity. 
The  use  of  storm  windows  and  storm  doors  helps  to  reduce  such  heat 
losses. 

The  disadvantages  and  limitations  of  windows  for  ventilation 
purposes  are  explained  elsewhere.  Their  relation  to  heat  loss  is 
also  of  importance.  Glass  surfaces  radiate  heat  rapidly.  A  single 
thickness  of  glass  offers  little  resistance  to  the  transmission  of  heat 
and,  since  it  is  desirable  that  there  be  approximately  4  square  feet 
of  glass  for  each  cow,  the  total  heat  loss  through  the  glass  alone 
may  be  very  great  in  some  barns.  The  use  of  double  or  triple  sash, 
or  even  double-glazed  sash,  decreases  the  heat  loss  through  windows. 
If  frost  collects  on  the  windows,  the  light  is  retarded,  and  any  con- 
densed moisture  running  down  the  sash  hastens  deterioration  of 
the  sash,  sills,  and  other  woodwork.  Sunlight  on  the  stable  floor 
is  a  sanitation  requisite,  and  it  also  adds  many  heat  units  to  the 
stable  air.  An  illustration  of  the  value  of  storm  sash  in  preventing 
frost  formation  is  presented  in  Plate  2,  C.  Plate  3,  A,  is  a  view 
of  windows  without  storm  sashes.  During  zero  weather  frost  formed 
on  these  windows  to  a  depth  of  1  inch. 

Separate  storm  sash  outside  of  the  regular  sash  are  preferable 
to  single,  double-glazed  sash.  The  loss  by  breakage  is  usually  less, 
and  the  glass  can  be  more  easily  cleaned.  When  the  putty  of  a 
double-glazed  sash  becomes  loose,  dirt  sifts  in  between  the  panes 
and  the  glass  can  not  be  cleaned  without  removal.  Air  leakage 
around  a  stationary  storm  sash  can  be  more  effectively  stopped  than 
that  around  a  sliding  or  hinged  sash  that  is  used  the  year  around. 
Observations  have  shown  that  there  is  less  tendency  to  frost  forma- 
tion where  separate  storm  sashes  are  used  than  where  single,  double- 
glazed  sashes  are  installed. 

Sliding  barn  doors  are  a  great  convenience,  but  it  is  difficult  to 
keep  them  tight  enough  to  prevent  leakage  of  air.  If  provided  with 
hooks  they  may  be  drawn  close  to  the  frame.  Hinged  doors  can  be 
closed  more  tightly.  Because  the  leakage  around  barn  doors  is  apt  to 
be  very  large,  storm  doors  are  often  desirable.  They  may  be  in- 
stalled in  one  of  several  ways,  but  most  commonly  they  are  placed 
on  the  inside  and  hinged.  The  presence  of  a  litter-carrier  track 
often  determines  the  type  of  door  construction.  A  vestibule  entrance 
decreases  heat  losses  through  and  around  barn  doors.  Such  a  vesti- 
bule is  illustrated  in  Plate  3,  B. 

Vestibules  are  no  doubt  an  advantage  in  regions  where  deep  snow 
is  frequent,  but  it  is  believed  that  greater  warmth  can  be  provided 


32 


TECHNICAL  BULLETIN    18  7,   U.   S.   DEPT.   OF  AGRICULTURE 


and  more  economically  by  a  judicious  use  of  storm  doors  and  storm 
sash.  The  vestibule  shown  in  Plate  3,  B,  covered  almost  one-half 
the  end  of  the  first  story  of  the  barn.  During  the  test  made  in 
this  barn,  the  vestibule  temperatures  were  found  to  be  from  2°  to 
4°  higher  than  the  outside  temperatures. 

In  one  of  the  barns  tested,  a  feed  room  across  the  north  end 
reduced  the  exposure  of  the  stable  wall  from  5  to  10  degrees.  Table  9 
of  selected  readings  is  interesting,  as  it  shows  the  protection  afforded 
by  a  feed  room  to  prevent  rapid  fluctuations  of  temperature.  These 
data  show  that  the  feed  room  provided  a  very  effective  protection 
to  the  stable  on  the  north.  The  variation  in  stable  temperature  was 
small,  whereas,  that  in  the  outside  temperature  was  very  marked. 
The  temperature  in  the  feed  room  was  slow  to  respond  to  the  increase 
or  decrease  of  outside  temperature. 

Table  9. — Comparison  of  outside,  feed  room,  and  stable  temperatures 


Reading  No. 

Outside 
temper- 
ature 

Feed- 
room 
temper- 
ature 

Average 
stable 

temper- 
ature 

Reading  No. 

Outside 
temper- 
ature 

Feed- 
room 
temper- 
ature 

Average 
stable 

temper- 
ature 

1 

°  F. 
5.0 
15.0 
16.5 
12.0 
8.5 
20.0 
23.5 

op 

18.0 
18.0 
20.0 
20.0 
18.0 
22.0 
23.0 

0    p 

41.7 
43.0 
41.9 
41.5 
44.2 
45.5 
47.2 

15 

22.0 
22.0 
29.0 
32.5 
42.0 
29.0 
24.0 

°  F. 
23.0 
24.0 
26.0 
28.0 
32.0 
32.0 
29.0 

°  F. 
47.5 

6               

16 

46.7 

6 

19 

47.1 

g 

21 

43.3 

12 

22          

45.6 

13 

26 

44.7 

14 

29 

43.2 

Windbreaks  and  tight  board  fences  around  the  barn  lot  afford 
protection  to  the  barn  and  help  to  decrease  the  heat  losses  incident 
to  strong  winds. 

REPRESENTATIVE  TEST 

DESCRIPTION  OF  PHYSICAL  CONDITIONS 

The  limited  space  precludes  the  presentation  in  this  bulletin  of 
all  the  data  of  the  many  tests  made.  A  single  representative  test 
is  reported  with  such  data  as  is  necessary  to  the  discussion,  in 
order  that  the  nature  of  the  studies  and  the  method  employed  may 
be  better  understood.  This  test,  continuous  for  almost  200  hours, 
was  selected  because  of  its  length,  and  because  it  was  made  under 
a  wide  range  of  weather  conditions.  It  is  of  particular  value  in 
studying  the  effects  of  weather  on  the  ventilation  of  barns.  It 
shows  the  effect  of  some  factors  that  were  not  evident  in  other 
tests  and  afforded  opportunity  for  studying  some  that  could  not 
be  analyzed  to  the  same  extent  in  shorter  tests. 

The  barn  in  which  the  test  was  made  in  located  in  Piscataquis 
County,  Me.,  and  is  one  of  the  few  modern  barns  in  that  section. 
It  is  an  example  of  what  may  be  accomplished  in  designing  barns 
suited  to  local  climatic  conditions.  Plate  3,  C,  is  an  exterior  view 
of  the  structure,  the  arrangement  being  shown  in  Figure  6. 

Thirty-six  head  of  stock  were  housed  in  the  stable,  which  was  not 
filled  to  capacity  as  will  be  seen  by  reference  to  the  floor  plan. 


VENTILATION   OF   FARM   BARNS 


33 


The  stock  consisted  of  1  bull,  4  calves,  10  heifers,  and  21  cows 
which,  upon  the  basis  of  the  aggregate  heat  production  of  the 
individuals,  were  equivalent  to  34.6  average-size  animals.  The  vol- 
ume of  air  space  per  animal  was  838  cubic  feet.  Had  the  barn 
been  filled  there  would  have  been  approximately  600  cubic  feet 
per  head. 


"i       i  (^  ^(£m       [4] 


Figure 


aexior 

-Floor  plan  of  test  barn  T 


The  mow  floor  was  double-boarded  and  was  well  covered  with  hay. 
The  stable  was  ceiled  with  matched  lumber.  The  walls  were  of 
beveled  siding  and  sheathing,  with  paper  between,  on  the  outside 
of  2  by  6  studs  and  paper  with  6-inch  flooring  on  the  inside.  The 
hay  chutes  were  closed  with  doors  of  1-inch  boards  which  were  too 
thin  to  prevent  frost  from  collecting  on 
them  at  times. 

The  windows  were  tightly  fitted  and  pro- 
vided with  storm  sashes.  The  doors  to  the 
pens  were  provided  with  storm  doors  and 
were  never  opened  during  the  test. 

The  ridge  of  the  roof  was  33  feet  above 
the  stable  floor.  There  were  six  metal  out- 
take  flues  insulated  with  one-half  inch  of 
commercial  insulation.  A  pair  of  flues 
entered  each  ventilator  at  the  ridge. 

The  ventilators  were  closed  at  the  base. 
The  flues  were  fitted  with  a  metal  collar 
which  closed  one  half  of  the  base,  while 
the  other  half  was  closed  by  means  of  two 
hinged  doors  operated  by  means  of  ropes 
and  pulleys.     (Fig.  7.) 


DESCRIPTION   OF  TEST 


PLAN 

Figure  7. — Diagram  showing 
the  operation  of  doors  in 
ventilator  base 


Trials  were  made  with  the  ventilation 
system  wide  open,  partly  open,  and  closed; 
with  cealing  openings  and  floor  openings;  and  with  the  ventilator 
base  open  and  closed.  Altogether  11  different  combinations  of  intake 
and  outtake  adjustments  were  used  during  the  test  with  seven 
changes  in  the  setting  of  the  outtakes.  It  was  planned  to  make  as 
few  adjustments  as  possible  in  order  that  the  effects  of  climatic 
changes  upon  the  ventilation  might  be  studied, 
107343**— 30 3 


34         TECHNICAL  BULLETIN    18  7,  U.   S.   DEPT.   OF  AGRICULTURE 


ADJUSTMENT  OF  OUTTAKES 


At  the  first  reading  all  outtakes  except  B  were  open  and  the  damper 
in  D  was  half  closed.  (Figs.  6,  7,  and  8.)  Outtakes  B  and  D  were 
opened  after  the  first  reading  and  remained  open  until  reading  11a, 


Reading  Periods 


2c^ 


I  ,  , 

>      .       ."O.   .  .    .'5.   .  .  ,2.0.    .  .   .2.5.   .  .   .30.  .   ,   .3,5.   .  .  .40.    ,  ,    45             50.  .   .  , 

55            60 

P.M. 

A.M. 

P.M.          A.M.         P.M.j           A.M. 

P.M. 

A.M.       p.'m.        a.m'.        P.m. 

AJM. 

P.M.         A.M.          PML           Ajmj 

I- 

^ 

1 

H — 

-   i 

i 

1 

^._.. 

1 

OuHakes 

i 

1 

— j — 

I- 
K 

f. 

r" 
— J — 

Dilutions 

- 

Lj — 



1 



\ 

1 

u 

< 



1 

i 

1 

"I 

intakes 

1— 

1 

1 

1 

i 

AREA  OF  FLUE  OPENING 

1 

3600 
3200 
2600^ 

L 

- 

n 

Out 

2400  1 
2000  b 
.600| 
1200' 

_r" 

-2 

" 

-: 

■1 

'- 

1 

"  1 

1 

Wind 

j — 

800 

400 

0 

1 

"j 

- 

-~1 

J 

L 

lJ    1 

r  " 

c 

: 

L_ 

fa 

1 

L 

.  ! 

'3 

: 

30 


25, 


CIRCULATION  OF  AIR  and  WIND  VELOCITY 


?  «• 


-20* 


1 

In 

r 

— • 

II      ■■    r 

r 

1 

L 

J— 

u 

u 

r 

"] 

1 

2- _ 

._Out_ 



.^1 

1 

;- 

1 

1 

.J 

f 

in 

J 

TEMPERATURES   (F'},  ROOM  and  OUTSIDE 


1..-0 


v&Ris 


^70 


II 


^^ 


b — Lj-J   I 


RELATIVE  HUMIDITY  OF  ROOM 


Figure  8. — Summarization  of  averaged  ventilation  data  obtained  with  different  set- 
tings of  intalies  and  outtakes  in  test  b-irn  T 


when  they  were  closed  and  remained  so  until  reading  31a.  After 
reading  32  the  doors  in  the  ventilator  base  were  opened  and  remained 
open  until  reading  50a.  After  reading  42  the  dampers  in  the  out- 
take  flues  were  closed,  and  the  heat  doors  at  the  ceiling  were  opened, 


VENTILATION    OF   FARM   BARNS 


35 


remaining  so  until  reading  53a.  The  entire  ventilation  system  was 
closed  at  3.30  a.  m.,  after  reading  54  and  remained  closed  until  7.45 
a.  m.  at  reading  55a  during  which  time  the  stable  air  developed  con- 
siderable odor  and  seemed  stuffy.  Flue  A  was  closed  at  reading  56 
and  remained  closed  to  the  end  of  the  test. 


ADJUSTMENT  OF  INTAKES 


The  intake  openings  at  the  first  reading  varied  from  1  to  4% 
inches.  After  the  first  or  preliminary  reading  all  the  intakes  were 
adjusted  to  a  3-inch  opening,  this  setting  being  maintained  until 
after  reading  9  when  all  the  intakes  were  changed  to  2  inches.  After 
reading  11,  intakes  Nos.  3,  8,  and  12  were  closed  and  all  others  re- 
duced to  li/j-inch  openings.    This  setting  was  used  until  after  read- 


1 

, 

s 

0 

\ 

Read 

5            20             25             3 

ing  Periods 

^.  .   .   .^?.  .  .    ■*,°.          .■*.^.   .  .   .5,0,  ,   ,  ,55,   .   .  .60.  .  .  . 

P.M. 

A.M. 

A.M. 

P.M. 

A.M.          P.M.          A.M.           P.M. 

A.M. 

P.M.          A.M.            P.M.            AJm! 

240^00 
220000 

I 

a 

Tota 

1  Heat  L 

OSS 

'■\ 

2oaooo 

\BQPOO 
^  ItOfiOO 

< 

O4A000 

Radiation- 

■"■■-' 

:^U.. 

y 

1 

iJ  120^00 

:■•.■•.:■:-■.', 

Animal 

Heat 

:^•':'•'^ 

k; 

,^  lOflJDOO 
BOPOO 

•1 

~ 

•l\i]:ci 

.'•.•Radia 

w 

L:i:>J:i 

103830 

3.T.U. — 

fehf- 

J 

- 

il!:l-iv-- 

•;.':V.v?T 

60000 
4Q00O 

ZQPOO 
0 

!.'•'.':•' 

Ventila 

»ion  Loa 

S 

:'•'.•.:'•'.'•'.'•'- 

■l^:--^-^ 

l' 

•1 

...   u 

•1 

•i 
.1 

lii , 

Figure  9. — Average  estimated  amounts  of  heat  produced  and  heat  lost  in 

barn  T 


test 


ing  31,  when  all  the  intakes  were  closed  and  remained  so  until  after 
leading  35.  After  reading  35  all  the  intakes  were  opened  II/2  inches 
except  Nos.  3,  8,  and  12  and  no  further  change  was  made  until  after 
reading  54  when  all  intakes  were  closed.  After  reading  55a  all  the 
intakes  were  opened  to  1  inch  with  the  exception  of  No.  3.  Intake 
No.  12  was  closed  after  reading  57.  After  reading  62  all  the  intakes 
except  Nos.  3  and  12  were  opened  to  2  inches  and  remained  in  this 
position. 


AMOUNT  OF  VENTILATION 


During  most  of  the  time  the  ventilation  in  this  barn  was  very 
satisfactory.  There  was  an  average  of  5.5  dilutions  per  hour  for 
The  entire  test  although  at  reading  64  there  were  12.1  dilutions  per 
hour.  Table  10  compares  the  amounts  of  ventilation  obtained  with 
different  settings  of  intakes  and  outtakes.  The  readings  for  the 
same  settings  of  intakes  and  outtakes  are  averaged  and  arranged  ac- 
cording to  sequence  of  decreasing  amounts  of  ventilation.     In  Fig- 


36        TECHNICAL  BULLETIN    18  7,  U.   S.   DEPT.   OP  AGRICULTURE 

ures  8  and  9  the  averaged  results  are  shown  graphically  in  the  se- 
quence of  the  test. 

Table  10. — Average  amount  of  ventilation  obtained  with  different  settings  of 
intakes  and  outtakes  in  test  barn  T^ 


No. 


Readings 


Areas  of  flues 

Dilutions 

Temperature 

In 

Out 

per  hour 

Stable 

Outside 

Differ- 
ence 

Square 

Square 

feet 

feet 

Number 

op. 

°  F. 

0   p 

2.647 

9.972 

8.6 

37.1 

-0.5 

37.6 

1.764 

9.972 

8.0 

33.2 

.7 

32.5 

1.469 

8.333 

7.6 

44.3 

30.2 

14.1 

.809 

9.152 

7.1 

36.0 

-8.1 

44.1 

.987 

9.972 

7.0 

32.4 

-20.1 

52.5 

2.167 

8.333 

5.8 

44.5 

18.8 

25.7 

.987 

6.694 

5.7 

39.6 

11.5 

28.1 

.748 

8.333 

5.6 

40.4 

19.2 

21.2 

.987 

9.972 

4.8 

46.0 

18.9 

27.1 

Q) 

9.972 

4.6 

44.9 

18.0 

26.9 

(2) 

9.972 

4.2 

43.0 

13.7 

29.3 

.987 

9.972 

3.5 

47.7 

25.4 

22.3 

.987 

3  5.244 

3.4 

39.4 

-9.7 

49.1 

.987 

3  5.244 

2.6 

46.3 

15.6 

30.7 

(2) 

(2) 

41.1 

-14.1 

55.2 

Wind 
velocity 


2to9— _ 
9a  to  11-. 
62a  to  64 
55a  to  56 
53a  to  54 

1 

llatoSl 
57  to  62.. 
35a  to  39 
33a  to  35 
31a  to  33 
40  to  42.. 
52a  to  53 
42a  to  50 
54a  to  55 


Milex  per 

hour 

6.8 

14.2 

22.0 

1.0 

.4 

14.6 

10.3 

9.3 

5.3 

11.4 

6.1 

4.0 

4.4 

5.6 

1.2 


1  Data  for  readings  indicated  are  averaged. 


2  Closed. 


Dampers  closed,  heat  doors  open. 


At  reading  54  when  the  outside  temperature  was  —22.2°  F.  with 
7.2  dilutions  per  hour,  the  stable  temperature  was  31°.  This  is 
more  than  twice  as  great  a  circulation  of  air  as  was  necessary  for 
good  ventilation,  and  had  it  been  desired  to  keep  the  stable  warmer 
it  could  easily  have  been  accomplished  by  restricting  the  ventilation. 
This  was  not  done  as  the  object  was  to  study  the  effect  of  low  out- 
side temperatures  on  the  ventilation  and  to  determine  how  much 
it  would  lower  the  stable  temperature.  The  data  show  that  it  is 
possible  to  keep  the  ventilation  system  open  even  at  low  temperatures 
if  the  barn  is  properly  insulated.  While  the  system  was  closed  be- 
tween readings  54  and  55,  the  temperature  rose  from  31°  to  41.6°, 
indicating  that  there  was  sufficient  heat  available  for  warming  the 
stable  although  it  was  but  partly  filled. 

When  the  doors  at  the  base  of  the  ventilators  were  open  the  suc- 
tion on  the  flues  was  decreased,  a  smaller  amount  of  air  being  with- 
drawn from  the  stable  while  air  was  withdrawn  from  the  mow  also. 
When  they  were  closed  after  reading  50  air  was  removed  from  the 
stable  only.  A  comparison  of  individual  readings  shows  that  clos- 
ing the  mow  opening  at  the  bottom  of  the  ventilator  apparently  in- 
creased the  amount  of  air  leaving  the  stable  about  10  per  cent. 

At  reading  32  the  air  movement  through  flue  A  was  neutral  and 
from  reading  32  to  38,  inclusive,  back  drafting  was  observed.  Flue 
A  probably  would  have  back  drafted  after  reading  56  had  it  re- 
mained open  as  this  flue  was  located  in  an  empty  pen  (Fig.  6),  and 
the  reversed  action  in  the  outtake  w^as  undoubtedly  caused  by  the 
lack  of  heat. 

The  effect  that  the  various  changes  in  the  ventilation  system  had 
on  the  amount  of  ventilation  can  be  readily  seen  by  reference  to 
Figure  8  which  shows  the  average  conditions  resulting  from  the 
different  adjustments. 


VENTILATION   OF   FARM   BARNS  37 

One  of  the  important  developments  of  this  test  is  the  relation- 
ship of  the  outside  temperature  to  the  amount  of  ventilation  obtained 
(p.  48).  It  is  important  in  its  relation  to  the  design  of  the  ventila- 
tion system.  From  data  presented  herein  (Fig.  4j  one  may  learn 
what  the  expected  outside  temperature  may  be  in  the  locality  under 
consideration  and,  knowing  the  relation  of  the  outside  temperature 
to  the  ventilation  which  may  be  obtained,  he  may  design  the  sys- 
tem accordingly.  Heretofore  designs  have  been  based  on  an  as- 
sumed difference  between  the  inside  and  outside  temperatures  be- 
cause definite  information  as  to  the  difference  that  might  be  main- 
tained under  ordinary  conditions  has  not  been  available  (p.  64). 

The  relationship  of  ventilation  to  the  temperature  difference  is 
closer  in  this  test  than  in  others  because  for  the  most  part  no  attempt 
was  made  to  keep  the  stable  temperature  high,  it  being  permitted  to 
fluctuate  with  the  atmospheric  conditions.  However,  the  stable 
temperature  was  satisfactory  except  at  a  few  periods. 

The  greatest  amount  of  ventilation  at  any  individual  reading 
(12.1  dilutions  per  hour)  occurred  at  the  sixty-fourth,  when  there 
was  almost  the  least  temperature  difference  of  the  test  (15.1°)  and 
the  least  temperature  difference  (9.1°)  occurred  at  the  sixtieth 
reading,  when  the  ventilation  was  almost  5  dilutions  per  hour. 
With  wide  variations  in  temperature  difference  almost  the  same 
amount  of  ventilation  was  obtained.  This  with  the  results  of  other 
tests  is  evidence  that  low  outside  temjoerature  is  more  effective 
than  high  outside  temperature  with  the  same  temperature  difference. 
In  the  past,  temperature  difference  only  has  been  considered  whereas 
the  amount  of  ventilation  produced  is  dependent  upon  the  weights  of 
the  warm  and  cold  columns  of  air  (p.  48). 

COMPARISON   OF   CEILING   AND    FLOOR   OUTLETS 

The  effect  of  the  use  of  ceiling  outlets  is  shown  by  data  given 
in  Table  10.  By  comparing  No.  12  with  No.  13  it  is  seen  that  the 
stable  temperature  in  the  former  is  higher  than  in  the  latter,  yet 
the  ventilation  is  about  the  same  and  the  wind  velocity  is  practically 
the  same.  The  intake  flue  areas  were  the  same  in  each  case.  The 
outtake  area  in  No.  13  is  that  of  the  heat  doors  at  the  ceiling  and 
was  approximately  50  per  cent  of  the  cross-sectional  area  of  the 
flue  when  the  floor  openings  were  used  in  No.  12.  If  the  outside 
temperature  in  No.  13  had  been  the  same  as  in  No.  12  the  stable 
temperature  in  the  former  possibly  would  have  been  equal  to  that 
in  No.  12,  but  the  ventilation  would  have  been  less. 

If  these  were  the  only  data  available  to  show  the  advantage 
of  floor  outlets  in  securing  higher  stable  temperatures  with  equal 
ventilation,  the  evidence  would  not  be  conclusive.  The  readings 
of  No.  5  and  No.  14  may  also  be  compared.  In  the  first  the  outside 
temperature  is  much  lower  and  the  stable  temperature  is  also  lower, 
but  there  was  almost  three  times  as  much  ventilation  as  in  No.  14. 
By  restricting  the  ventilation,  the  stable  temperature  in  No.  5  could 
easily  have  been  raised  to  a  point  more  comparable  with  that  of 
No.  14  and  with  a  lower  outside  temperature.  Again,  No.  14  shows 
lower  stable  temperature  and  with  less  ventilation  than  does  No.  12. 


38        TECHNICAL  BULLETIN    18  7,  V.  S.  DEPT.   OF  AGRICULTURE 


The  latter  comparison  is  more  typical  of  conditions  fomid  in  other 
tests. 

In  these  comparisons  the  area  of  the  intakes  was  the  same  in  each 
case  while  the  area  of  the  outtakes  in  the  one  was  9.97  and  in 
the  other  (ceiling  openings)  5.24  square  feet.  There  was  very  little 
change  in  the  wind  velocity.  The  velocity  of  the  incoming  air 
decreased  immediately  when  the  heat  doors  were  opened  and  in- 
creased after  they  were  closed.  Because  the  total  area  of  intake 
openings  in  square  feet  was  small  (Table  10)  the  change  in  volume 
of  incoming  air  was  not  great.  When  the  heat  doors  were  opened 
there  was  a  reduction  of  almost  one-half  in  the  outtake  area  and 
a  proportionate  reduction  in  the  volume  of  outgoing  air.  From  the 
results  of  this  test  it  does  not  appear  that  ceiling  openings  are  more 
effective  in  producing  ventilation  than  floor  openings  of  equal  area. 

The  control  of  the  stable  temperature  is  important,  and  it  is 
interesting  to  note  what  occurred  in  this  barn  when  ceiling  openings 
were  used  as  compared  with  floor  openings. 


Table  11. 


-Comparison  of  stable  temperatures,  humidities,  and  ventUation 
in  test  barn  T 


Reading 

Temperature 

Relative  humidity 

Dilu- 
tions 
per 
hour 

Wind 
veloc- 
ity 

Ceiling 

Floor 

Stable 

Outside 

Ceiling 

Floor 

Stable 

Outside 

35a  to  39     

op 

48.7 
50.1 
60.9 
51.2 
50.9 
60.3 
49.1 
47.3 
46.8 
46.0 
46.2 
47.1 
44.8 
41.2 
36.1 
34.6 
32.9 
44.5 

°  F. 
42.9 
44.6 
44.9 
45.4 
46.7 
46.2 
44.1 
42.7 
42.2 
41.3 
41.2 
42.1 
40.6 
38.2 
34.1 
33.1 
31.9 
40.4 

op 

46.0 
47.7 
48.1 
49.0 
48.9 
48.2 
46.7 
45.0 
44.7 
44.3 
44.5 
45.4 
43.3 
39.8 
35.1 
33.9 
32.4 
42.8 

op 

18.9 

25.4 

24.4 

19.2 

15.5 

17.8 

16.6 

12.1 

6.4 

12.6 

22.6 

17.6 

-1.0 

-10.2 

-18.0 

-18.0 

-20.1 

2.9 

Per  cent 
70.2 
66.6 
56.3 
70.9 
78.9 
79.1 
79.6 
84.2 
75.8 
80.3 
76.8 
76.7 
66.8 
91.2 
86.2 

Per  cent 
70.7 
67.2 
56.4 
73.8 
78.9 
79.6 
79.9 
84.3 
76.1 
80.3 
77.4 
76.2 
67.6 
92.7 
90.0 

Per  cent 
70.4 
66.9 
55.8 
72.4 
78.9 
79.4 
79.8 
84.2 
76.0 
80.3 
77.1 
75.4 
67.2 
92.0 
88.1 

Per  cent 

--- 

57 
53 
50 
69 
51 
40 
36 
58 
68 
66 

4.8 
3.5 
6.1 
2.0 
2.1 
2.7 
2.8 
2.7 
2.8 
2.5 
3.4 
2.7 
3.4 
3.6 
3.4 
6.9 
7.0 
3.0 

Miles 
per  hour 
5.3 

40to42   

4.0 

421 

5.4 

42a 

1. 1 

43 

.8 

44-             -  -       - 

6.5 

45 

5.7 

46 

9.6 

47.- 

4.2 

48 

2.8 

49- 

13.9 

60  2.    

5.5 

51 

5.9 

52 

5.0 

53  s 

2.4 

53a 

0.0 

63a  to  54 

80.0 
80.3 

.4 

42a  to  63.    

79.6 

80.9 

5.0 

1  Heat  doors  at  ceiling  opened  after  reading. 

2  Doors  in  base  of  ventilator  closed  after  reading. 


3  Heat  doors  closed  after  reading. 


Table  11  shows  temperature,  humidity,  number  of  dilutions,  and 
wind  velocity.  Reading  42  was  taken  just  before,  and  42a  immedi- 
ately after,  the  change  from  floor  to  ceiling  outlets.  The  table  shows 
that  between  the  two  readings,  that  is,  within  one-half  hour,  the 
temperature  rose  a  little  less  than  1° — the  increase  was  uniform  at 
all  stations — and  the  stable  humidity  increased  IT  per  cent  and  at  the 
same  time  the  amount  of  ventilation  was  reduced  more  than  one-half. 
The  heat  doors  were  closed  and  the  dampers  opened  after  reading 
53,  the  effect  being  a  slightly  lowered  temperature  with  doubled 
ventilation.  Similar  effects  have  been  observed  in  other  barns. 
After  the  heat  doors  were  opened  the  air  became  noticeably  warm 
and  oppressively  stagnant,  a  condition  attributable  to  increased 
relative  humidity  and  slight  increase   in  temperature,  because   of 


VENTILATION    OF   FARM   BARNS  39 

restricted  ventilation  and  slowing  up  of  circulation  incident  to 
change  in  direction  of  air  currents.  This  condition  prevailed  for 
approximately  one-half  hour,  after  which  the  effect  passed  off.  The 
slight  increase  of  temperature  must  be  attributed  to  the  decrease  in 
the  amount  of  ventilation  as  the  outside  temperature  fell  at  this 
time. 

The  difference  between  the  relative  humidity  at  the  ceiling  and 
at  the  floor  remained  practically  the  same  regardless  of  whether 
the  floor  outlets  or  ceiling  outlets  were  used.  The  relative  humidity 
subsequent  to  the  opening  of  the  heat  doors  was  not  excessively 
high  although  the  lower  humidity  would  be  preferable  as  the  stable 
temperature  could  then  drop  about  3°  more  before  the  dew  point 
would  be  reached. 

It  is  desirable  to  secure  the  greatest  amount  of  ventilation  com- 
patible with  the  maintenance  of  a  high  stable  temperature  and  a  low 
relative  humidity.  This  test  (Table  11)  shows  that  approximately 
50  per  cent  more  ventilation  may  be  maintained  with  floor  outlets 
than  with  ceiling  outlets  with  approximately  the  same  stable  tem- 
perature. These  results  agree  with  those  of  other  tests  and  show  that 
floor  outlets  are  a  decided  advantage  in  the  colder  sections. 

DRIP  AND  CONDENSATION 

The  objectionable  drip  from  outtake  flues  appears  to  have  some 
relationship  to  the  amount  of  ventilation,  outside  temperatures,  the 
sun,  and  the  wind,  or  to  a  combination  of  any  of  these  factors,  but 
the  main  cause  is  not  made  sufficiently  clear  by  the  data  obtained  to 
warrant  a  definite  conclusion. 

No  practical  means  of  preventing  the  formation  of  frost  in  flues  is 
known.  Small  outtake  flues  have  been  frozen  solid  with  ice.  The 
probability  of  this  happening  may  be  lessened  by  the  use  of  outtake 
flues  more  than  12  inches  in  diameter. 

Advocates  of  wood  flues  contend  that  where  they  are  used  there  is 
less  drip,  but  there  is  no  comparative  data  available.  Plate  4,  B, 
shows  evidence  that  wood  flues  are  not  free  from  condensation.  Al- 
ternate wetting  and  drying  causes  the  wood  to  rot  quickly.  This 
condition  is  more  prevalent  in  cold  sections,  particularly  where  the 
roof  sheathing  and  shingles  are  permitted  to  form  one  side  of  the 
flue.  Flues  should  be  w^ell  insulated  in  order  to  minimize  condensa- 
tion. Flues  other  than  of  wood  should  be  of  rust-resisting  metal  or 
waterproof  material.  Black  iron  rusts  out  quickly  when  exposed  to 
moisture. 

Condensation  of  moisture  on  the  ceiling  of  the  stable  was  observed 
at  several  periods.  The  mow  floor  was  double  and  the  joists  were 
ceiled  on  the  underside,  but  there  were  no  headers  or  air  stoppings 
betw^een  the  joists  at  the  studding  line.  This  omission  permitted 
leakage  of  cold  air  between  the  joists  which  chilled  the  ceiling  surface 
and  caused  the  deposition  of  moisture.  When  strong  wind  aug- 
mented this  leakage  there  was  an  appreciable  difference  in  the  amount 
of  moisture  deposited  on  the  ceiling. 

It  is  common  practice  to  make  the  girders  under  the  mow  contin- 
uous from  one  end  of  the  barn  to  the  other  and  to  support  the  joists 
above  them.     Structurally  this  method  has  advantages,  but  in  this 


40        TECHNICAL  BULLETIN    18  7,  U.  S.  DEPT.   OF  AGEICULTURE 


barn  an  air  pocket  was  formed  between  the  girders  where  moisture 
appeared  to  gather  more  readily  than  it  would  have  gathered  had 
the  air  circulation  been  free  to  sweep  the  entire  ceiling.  This  condi- 
tion could  have  been  improved  by  making  the  ceiling  flush  with  the 
bottom  of  the  girders  or  providing  coved  corners  between  ceiling  and 
girder. 

WIND  EFFECTS 

The  wind  velocities  varied  during  this  test  from  a  calm  to  more 
than  26  miles  per  hour,  the  highest  wind  occurring  near  the  end  of 
the  test. 

This  and  other  tests  made  under  field  conditions  show  that  the 
wind  has  little  effect  on  the  amount  of  ventilation  at  velocities  below 

4  miles  per  hour  and  that 
$  it  is  not  often  a  dominant 

factor  until  it  exceeds  10 
miles.  At  velocities  greater 
than  this  the  effect  is  no- 
ticeable, but  its  full  effect 
^,.  ^    ^  is  seldom  obtained  in  field 

WMt .""j -""Jk"- ^ ^«^— .     tests  during  cold  weather, 

as  the  ventilation  is  then 
generally  restricted  as  the 
velocity  of  the  wind  in- 
creases. The  maintenance 
of  ventilation  during  pe- 
riods of  calm  is  of  greater 
importance. 

The  weather  conditions  were  so  variable  that  opportunity  was 
afforded  for  a  study  of  the  effect  of  the  direction  of  the  wind  on 
flue  velocities,  especially  with  respect  to  the  velocity  of  incoming 
air.  A  study  of  the  effect  of  wind  direction  is  valuable  because  of  its 
relationship  to  flue  velocities  and  its  influence  on  the  location  of 
intakes  with  respect  to  corners  and  adjacent  buildings.  It  is  diffi- 
cult to  trace  the  effect  of  wind  direction  on  the  passage  of  air 
through  outtakes,  but  that  there  is  an  appreciable  effect  is  evident 
from  the  data. 

Table  12  and  the  chart  (fig.  10)  show  the  influence  of  wind 
direction  on  the  velocity  of  air  passing  through  the  intakes  as 
observed  over  a  continuous  period  of  eight  days. 

Table  12. — Influence  of  ivind  direction  on  intake  velocities  in  test  ham  T 


Figure  10. — Influence  of  wind  direction  on  the 
velocity  of  air  passing  througli  intakes.  The 
figures  are  velocities  in  feet  per  minute 


Intake  velocities 

Wind  direction 

Wind  velocity 

Wind- 
ward 

Leeward 

East-northeast 

Miles  per 

hour 

12.2 

14.3 

7.0 

10.6 

.13.1 

0 

Feet  per 

minute 

1,074 

1,258 

616 

933 

1,153 

0 

Feet  per 
minute 
664 
460 
295 
380 
398 
296 

Feet  per 
minute 
253 

Northeast           - 

260 

North          

260 

North-northwest .     .        ..- 

296 

Northwest 

231 

Calm                - --      -  - 

296 

VENTILATION-   OF   FARM   BARNS  41 

Table  12  shows  that  the  velocity  of  the  incoming  air  was  the  same 
on  both  sides  of  the  barn  when  not  influenced  by  wind.  The  in- 
take velocity  at  the  first  reading  (G64)  is  high  as  compared  with 
the  other  readings,  since  the  ventilation  system  was  wide  open 
at  the  time.  The  wind  was  almost  directly  against  the  side  of  the 
barn  at  the  first  and  second  readings,  hence  high  intake  readings 
on  the  windward  side  were  to  be  expected.  It  will  be  observed  that 
there  was  not  much  variation  in  the  readings  on  the  leeward  side. 
The  circular  dotted  line  in  Figure  10  represents  the  average  intake 
velocities  for  the  entire  test. 

HEAT   BALANCE 

The  amount  of  heat  produced  must  balance  the  amount  of  heat 
lost  through  walls,  etc.,  plus  the  amount  used  in  producing  ventila- 
tion. There  is  no  direct  measure  of  the  heat  produced  within  the 
barn  so  that  the  amount  produced  and  the  amount  lost  can  only 
be  estimated.  The  total  estimated  heat  produced  by  the  36  head 
of  stock  in  this  barn  was  103,830  B.  t.  u.  per  hour  which  is  equiva- 
lent to  that  given  off  by  34.6  average-size  animals.  It  should  be 
remembered  that  the  barn  was  not  filled  with  stock.  In  Figure  9 
the  estimated  amount  of  heat  produced  and  the  estimated  total  heat 
lost  are  shown,  the  stable  temperatures  being  shown  in  Figure  8. 
When  the  estimated  heat  lost  was  greater  than  the  estimated  heat 
produced  the  stable  temperature  decreased  and  vice  versa.  Since 
the  heat  lost  can  not  exceed  that  produced,  it  is  evident  that  the 
estimates  of  production  and  losses  are  at  fault  or  that  the  stock 
responded  to  the  lowering  of  the  stable  temperature  by  giving  off 
more  than  the  average  amount  of  heat.  In  other  tests  the  tendency 
of  the  cows  to  do  this  was  observed  (p.  43).  There  is  need 
of  research  in  the  methods  of  estimating  or  determining  heat  pro- 
duction and  loss. 

The  cows  in  this  barn  were  large  producers  and  were  fed  in 
proportion  to  their  milking  capacity.  The  stable  temperature  was 
slightly  higher  in  those  sections  of  the  barn  where  the  cows  were 
on  the  heaviest  feed.  This,  to  a  certain  extent,  offsets  the  lack  of 
heat  in  unoccupied  sections.  Consideration  of  this  factor  should  be 
made  in  planning  the  arrangement  of  the  barn. 

An  outside  temperature  of  approximately  20°  appears  to  be  the 
point  below  which  the  conservation  of  heat  becomes  necessary.  The 
possibility  of  raising  the  stable  temperature  by  closing  the  system 
for  a  short  time  is  clearly  shown  by  Table  10,  Nos.  5  (open)  and 
15  (closed),  and  Figures  8  and  9. 

During  this  test  there  appeared  to  be  sufficient  heat  given  off  by 
the  animals  to  maintain  a  stable  temperature  of  approximately  40° 
under  normal  conditions  with  good  ventilation.  During  the  in- 
terval between  readings  2  to  9  (Table  10,  No.  1),  the  ventilation 
appeared  to  be  a  little  too  liberal  for  the  maintenance  of  a  warm 
stable  with  the  low  temperature  outside.  The  ventilation  could 
have  been  restricted  by  partly  closing  the  intakes,  resulting  in  a 
higher  stable  temperature  with  ample  ventilation. 

This  test  also  afforded  evidence  that  the  milk  production  varies 
with  the  stable  temperature,  but  the  length  of  the  test  was  too 


42        TECHNICAL  BULLETIN    18  7,  U.   S.  DEPT.   OF  AGRICULTURE 

short  to  warrant  a  quantitative  analysis.  The  eight  cows  which 
were  milked  gave  about  400  pounds  of  milk  daily,  seven  of  them 
being  milked  four  times  and  one  twice  a  day.  The  variations  in 
milk  yield  followed  fluctuations  in  the  night  temperatures  more 
closely  than  those  of  the  day.  Variations  in  the  morning  tempera- 
tures appeared  to  have  the  least  effect.  This  emphasizes  the  im- 
portance of  controlling  stable  temperatures  at  night.  The  results 
of  this  test  are  in  accord  with  data  of  other  investigators  (22^  18^ 
28,1,1), 

FACTORS  AFFECTING  OPERATION  OF  VENTILATION  SYSTEM 

Progress  has  been  made  in  the  development  of  partly  automatic 
systems,  but  no  mechanical  devices  yet  offered  can  entirely  replace 
personal  attention  and  the  exercise  of  common  sense  and  good 
judgment. 

MAINTENANCE    OF    STABLE    TEMPERATURE 

Briefly,  the  maintenance  of  the  desired  temperature  involves  con- 
sideration of  the  insulation,  the  amount  of  which  will  vary  accord- 
ing to  the  temperatures  to  be  expected  in  different  sections  of  the 
country;  the  efficiency  of  the  materials  available;  the  amount  of 
air  space  that  the  animals  must  heat ;  the  amount  of  ventilation  de- 
sired; and  the  method  of  securing  it.  Tightness  of  construction 
is  necessary  to  prevent  excessive  leakage  of  air.  The  actual  amount 
and  choice  of  insulating  material  will  depend  upon  the  relative 
efficiency  and  cost  of  the  various  kinds  available. 

High  temperature  is  not  necessary  for  comfort.  It  is  sug- 
gested that  a  temperature  between  40°  and  45°  F.  is  satisfactory 
for  the  average  dairy  barn  in  the  northern  sections  of  the  country, 
while  from  45°  to  50°  may  be  easily  obtained  in  the  central  sections. 
In  barns  where  the  hind  quarters  of  the  cows  are  washed  before 
milking  a  temperature  of  from  55°  to  60°  may  be  desirable. 

The  desirability  of  maintaining  a  relatively  high  stable  tempera- 
ture is  shown  by  comparison  of  the  moisture-holding  capacity  of 
air  at  two  ordinary  stable  temperatures,  48°  and  44°  F.  If  air  satur- 
ated at  44°  be  raised  to  48°  it  would  have  a  relative  humidity  of 
86.7  per  cent.  If  800  cubic  feet  of  air,  a  common  volume  of  air 
space  per  cow,  at  48°  and  a  relative  humidity  of  100  per  cent  is  re- 
duced to  a  temperature  of  44°,  it  would  require  923  cubic  feet  of  air 
to  hold  the  same  amount  of  moisture  without  deposition.  If  it  is 
desired  to  obtain  a  relative  humidity  of  86.7  per  cent,  with  the  same 
amount  of  moisture  and  at  a  temperature  of  44°,  1.064  cubic  feet 
would  be  required.  As  the  volume  can  not  be  changed  the  mainte- 
nance of  the  higher  temperature  is  desirable  as  it  permits  of  a  greater 
drop  in  temperature  before  the  dew  point  is  reached. 

The  tests  under  discussion  were  made  under  a  range  of  outside 
temperatures  of  from  45°  to  —40°  F.  The  greatest  difference  be- 
tween inside  and  outside  temperature  was  71°.  It  was  found  that 
even  with  extreme  variations  a  satisfactory  temperature  may  be 
maintained  in  a  well-built  stable  if  the  ventilation  system  is  intelli- 
gently operated. 

The  teraperature  in  a  stable  filled  with  stock  or  where  the  volunie 
per  head  is  not  excessive  can  be  controlled  by  temporarily  or  parti- 


VENTILATION    OF    FARM   BARNS 


43 


ally  closing  the  ventilation  system.  Tightness  of  construction  per- 
mits of  the  control  of  stable  temperature  by  proper  operation,  but 
ventilation  is  necessary  in  barns  so  constructed.  The  curves  from 
two  tests  shown  in  Figure  11  illustrate  the  possibility  of  control 
in  a  well-constructed  barn  and  lack  of  control  where  there  was  ex- 
cessive leakage. 

Figure  11,  A,  represents  stable  and  outside  temperatures  in  a  well- 
built  barn  where  the  ventilation  system  was  operated  so  as  to  main- 
tain a  uniform  stable  temperature.  This  barn  was  not  entirely 
filled,  there  being  832  cubic  feet  of  air  space  per  head.  The  stable 
temperature  was  a  little  subnormal,  but  the  ventilation  was  more 
than  was  necessary  to  secure  good  air  condition,  being  slightly  more 
than  six  dilutions  per  hour. 

In  the  second  stable,  Figure  11,  B,  there  were  approximately  eight 
dilutions  of  air  per  hour.  Although  there  were  only  713  cubic 
feet  per  head  it  was  impossible  to  control  the  stable  temperature. 


"ij  50° 
t  40° 
30° 
20° 
10° 


Reading  Periods 
3       4        5        6       7 


8        9 


I- 

>?!  -20° 


D_   ' 

■— -~^ 

■  ■ 

..... 

1 1 

r^ 

^_ 

.o, 

y 

^X^7 

. 

y 

ffc/e 

"•*s. 

'' 

^     20°^;== 
1^-10° 


iPoom- 


•^■^o^g 


'^L^A—A/- 


y^ 


50" 
D   40 

1     .0 
^-10' 

i5;  -20° 


5^     ,.. 

^  50 

Jj  40' 

<$  30' 

^  20 

^  10' 

1  "• 


Reading  Periods 

7         8        9         10        II 


-^.^^ 

^oom 

_     - 

— 1 

-^•J 

2Mti 

"^^'^^ 

^ 

■**._ 

^.^^ 

1 

Barn 
3       4 


•10 


1 

oom 

.^  — 



_^ 

-* 

•  Ja 

^^'' 

Ou^s 

y":: — 

"-..^..^ 

" 

Barn     U 


Figure  11. — Controlled   (A)   versus  uncon- 
trolled  (B)   ventilation 


Figure  12. — Stimulating  influence 
of  low  temperatures  on  heat 
production 


Because  of  excessive  leakage  the  stable  temperature  dropped  below 
freezing  w^hen  the  outside  temperature  was  about  — 12°  F.  In  an- 
other barn  (fig.  6)  it  was  possible  to  keep  the  stable  temperature 
above  freezing  with  an  outside  temperature  of  —20°  and  with  seven 
dilutions  of  air  per  hour. 

Since  the  ventilation  of  dairy  barns  during  cold  w^eather  is  of 
major  importance,  heat  losses  should  be  reduced  to  a  minimum  in 
order  that  as  much  as  possible  of  the  heat  generated  may  be  avail- 
able for  producing  the  maximum  amount  of  ventilation.  This  is 
best  accomplished  by  tightness  of  construction  and  the  use  of  the 
maximum  amount  of  insulation  that  can  be  economically  provided. 

That  low  temperature  stimulates  metabolism  of  cows  is  apparent  in 
the  data  from  two  tests.  It  appears  that  the  stock  resisted  the  tend- 
ency of  the  stable  temperature  to  drop  below  freezing  by  increased 
metabolism.  But  food  energy  which  is  used  in  keeping  the  body 
warm  and  in  warming  the  stable  is  not  available  for  milk  production. 
Figure  12  illustrates  instances  in  which  the  maintenance  of  a  fairly 
even  stable  temperature  was  obviously  caused  by  increased  heat 
production,  since  no  change  was  made  in  the  ventilating  system 


44         TECHNICAL  BULLETIN    18  7,  XJ.   S.   DEPT.   OF  AGRICULTURE 

although  there  was  a  wide  variation  in  outside  temperature.  In  bam 
G  an  expected  drop  in  stable  temperature  was  apparently  counter- 
acted by  an  increase  in  the  heat  production  of  the  animals.  In  barn 
U  the  same  effect  was  observed,  it  being  evident  that  as  the  outside 
temperature  rose  the  production  of  heat  returned  to  normal. 

In  barn  G,  although  the  stable  temperature  approached  freezing, 
the  decrease  in  stable  temperature  was  not  proportional  to  the  de- 
crease in  the  outside  temperature  which  fell  to  —15°  F.  Had  the 
heat  production  remained  constant  there  would  have  been  a  closer 
relationship  between  the  inside  and  outside  temperature  drop. 

In  barn  U  there  appeared  to  be  an  increase  of  almost  28  per  cent 
in  the  heat  production  of  the  stock  above  that  occurring  under  aver- 
age conditions.  The  volume  of  air  space  per  head,  944  cubic  feet,  was 
so  large  that  a  comfortable  stable  temperature  was  not  to  be  ex- 
pected. Yet  it  is  apparent  that  more  than  the  average  amount  of 
heat  was  generated,  or  the  stable  temperature  would  have  dropped 
when  the  temperature  outside  was  as  much  as  —  5°  F. 

Stable  temperatures,  within  certain  limits,  appear  to  affect  milk 
production  in  both  quantity  and  quality  {IS^  15^  18,  22,  ^1), 
Investigations  ^  tend  to  show  that  increased  milk  production  in  the 
spring  is  not  caused  by  pasture  feed  but  by  optimum  environmental 
temperatures  ranging  from  50°  to  80°  F.  When  the  temperature 
exceeds  the  upper  limit  milk  yields  tend  to  decrease.  In  these  tests 
stable  temperatures  of  approximately  32°  appeared  to  stimulate  the 
metabolism  of  the  animal. 

The  area  of  intake  openings  has  an  important  bearing  upon  the 
maintenance  of  stable  temperature.  It  was  found  possible  to  con- 
trol the  temperature  by  varying  the  amount  of  intake  area,  a  reduc- 
tion in  area  resulting  in  a  decrease  of  the  amount  of  outgoing  air 
but  not  always  in  the  same  proportion. 

In  these  tests,  with  a  few  exceptions  in  which  conditions  were 
unusual,  the  amount  of  measured  outgoing  air  was  greater  than  that 
of  the  incoming  air,  the  difference  being  due  to  leakage.  In  one 
barn,  w^hen  the  outside  temperature  was  —11°  F.,  the  intakes  and 
the  dampers  in  the  outtakes  were  closed,  yet  there  was  a  measured 
leakage  around  the  dampers  sufficient  to  produce  1.4  dilutions  of  air 
per  hour.  In  another  test,  with  the  system  wide  open,  there  was  less 
than  1  measured  dilution  per  hour.  In  these  tests  the  number  of 
dilutions  of  air  ranged  from  0  to  13  per  hour,  and  in  several  barns 
the  full  capacity  of  the  system  was  not  used. 

The  outtake  area  has  usually  a  greater  influence  on  the  amount  of 
ventilation  secured  than  the  intake  area,  and  floor  outtakes  are  more 
favorable  to  the  maintenance  of  stable  temperature  than  ceiling 
openings.  This  was  found  to  be  especially  true  during  cold  weather. 
Reduction  of  the  outtake  area  appeared  to  produce  a  proportional 
decrease  in  the  amount  of  ventilation.  In  one  test,  by  temporarily 
closing  the  system  it  was  possible  to  raise  the  stable  temperature  10° 
during  a  period  of  unusually  low  outside  temperature. 

EFFECT  OF  CHANGES  IN  INTAKES  AND  OUTTAKES 

There  are  many  factors  which  affect  the  amount  of  ventilation 
obtained  by  varying  the  effective  area  of  intakes  and  outtakes.    It  is 

«  Unpublished  data  of  department  of  animal  industry,  University  of  Maine. 


VENTILATION   OF   FARM   BARNS  45 

impossible  under  practical  working  conditions  to  isolate  these  factors 
so  that  their  individual  effects  may  be  determined.  However,  the 
experience  afforded  by  a  large  number  of  tests  and  the  method  of 
analysis  employed  makes  it  possible  to  partly  determine  the  effects 
and  the  natural  tendencies  of  many  of  these  factors. 

In  the  test  of  one  barn  the  largest  amount  of  ventilation  was 
obtained  during  the  first  two  groups  of  readings  (Table  10,  and  fig.  8) 
when  the  intakes  were  open  approximately  3  inches  (readings  2  to  9) 
and  2  inches  (readings  9a  to  11).  The  data  show  that  with  an  out- 
side temperature  of  approximately  0°  F.  it  was  possible  to  keep  the 
temperature  in  the  stable  above  freezing  and  still  have  a  very  large 
circulation  of  air  (eight  dilutions  per  hour)  within  the  barn.  This 
is  much  greater  than  necessary  for  maintaining  the  standard  mini- 
mum purity  of  air. 

The  data  also  show  that  a  reduction  of  approximately  one-third 
in  the  intake  area  offset  the  effect  on  ventilation  that  would  be  ex- 
pected of  a  more  than  doubled  wind  velocity.  The  effect  on  the 
amount  of  ventilation  of  closing  the  intakes  is  uncertain  because  of 
the  leakage,  but  the  possibility  of  compensating  for  the  effect  of 
wind  by  decreasing  the  intake  openings  is  evident.  The  velocity  of 
the  incoming  air  increased  but  that  of  the  outgoing  air  decreased 
which  would  indicate  that  the  reducton  in  intake  area  did  have  an 
appreciable  effect.  It  is  interesting  to  note  what  happened  when 
the  intakes  were  closed.  (Table  10,  Nos.  10  and  11.)  The  data 
show  that  ample  ventilation  was  secured  with  the  intakes  closed  and 
with  an  effective  wind  velocity.  In  No.  4,  with  small  intake  area, 
low  outside  temperature,  and  no  effective  wind  more  than  ample 
ventilation  was  obtained. 

No.  15  of  Table  10  presents  data  obtained  with  the  ventilation 
system  closed  and  shows  the  effect  and  the  value  of  insulation  in 
obtaining  a  stable  temperature  above  41°  with  an  outside  temperature 
of  —14°,  a  difference  of  more  than  55°.  The  data  in  Nos.  1  to  5 
inclusive,  taken  during  low  outside  temperatures,  show  the  possibility 
of  maintaining  the  stable  temperature  above  freezing  in  a  well-insu- 
lated barn  together  with  an  abundance  of  ventilation.  It  is  believed 
that  ventilating  systems  are  often  closed  down  more  than  is  necessary 
when  low  outside  temperatures  are  anticipated.  In  this  connection 
the  temperature  existing  prior  to  an  anticipated  drop  must  be  taken 
into  consideration.  If,  during  a  prolonged  period  of  low  tempera- 
ture, it  is  found  that  the  stable  temperature  drops  too  low,  the  system 
can  be  closed  temporarily  and  reopened  when  the  temperature  has 
been  raised.  In  one  test,  with  an  outside  temperature  of  —22°,  the 
stable  temperature  was  raised  more  than  10°  in  less  than  three  hours 
by  closing  the  system.  In  another  test  the  temperature  of  the  barn 
was  raised  from  40°  to  50°  with  an  outside  temperature  of  from 
-12°  to  -15°. 

In  reducing  the  amount  of  ventilation  in  order  to  raise  the  tempera- 
ture, it  is  better  to  entirely  close  one  or  more  of  the  outtakes  rather 
than  to  partly  close  all.  Partial  closing  reduces  the  velocity  of  the 
outgoing  air  which  may  become  chilled,  thus  increasing  the  tendency 
to  condensation  and  drip. 


46         TECHNICAL  BULLETIN"    18  7,  TJ.   S.   DEPT.   OF  AGRICULTURE 
CEILING  AND  FLOOR  OUTTAKES 

Ventilation  may  be  obtained  with  either  the  ceiling  or  floor  type 
of  outtake.  Each  has  its  advantages  and  limitations  which  vary  ac- 
cording to  local  conditions  and  results  desired. 

The  following  comparison  is  based  upon  data  obtained  in  a  number 
of  tests  made  under  widely  varying  conditions.  In  some  cases  the 
comparison  was  made  between  permanent  heat  doors  and  floor  out- 
lets and  in  others  between  existing  ceiling  outlets  and  temporary 
floor  flues  that  were  built  for  the  purpose.  This  method  was  used 
so  as  to  limit  the  number  of  variables  that  would  be  encountered  in 
comparing  two  different  barns.  Some  of  these  tests  were  continuous 
for  300  hours ;  hence  it  is  impractical  to  present  much  of  the  test  data. 
Representative  data  are  included,  and  the  discussion  is  based  on  the 
summation  of  all  data  available. 

In  these  tests  the  difference  between  floor  and  ceiling  temperatures 
ranged  from  less  than  1°  to  10°.  In  the  barn  used  in  the  tests  the 
average  ceiling  temperature  was  46°  dry  bulb  and  41°  F.  wet  bulb, 
and  the  floor  temperature  was  41°  dry  bulb  and  36°  wet  bulb,  a  condi- 
tion which  is  common.  The  ceiling  air  contained  15.8  B.  »t.  u.  per 
pound  of  dry  air  and  the  floor  13.5  B.  t.  u.,  or  a  difference  of  2.3 
B.  t.  u.  Hence  the  ceiling  air  in  cooling  to  the  floor  temperature 
gave  up  2.3  B.  t.  u.  per  pound  of  air  which  were  available  for  warm- 
ing 123  cubic  feet  of  air  1°  at  stable  temperature.  It  is  obvious  that 
air  withdrawn  at  the  floor  will  remove  less  heat  from  the  stable, 
other  conditions  being  equal. 

In  all  localities  there  are  a  number  of  warm  days  during  the 
stabling  season.  Hence  all  floor  flues  should  be  provided  with  heat 
doors  of  approximately  the  same  effective  area  as  that  of  the  flue — 
auxiliary  or  secondary  ceiling  openings  are  sometimes  used.  The 
heat  doors  should  be  placed  near  the  ceiling  and  operated  in  accord- 
ance with  the  temperature  conditions.  When  the  outside  tempera- 
ture is  32°  F.  or  more  it  is  advantageous  to  open  the  heat  doors  for 
the  ready  removal  of  heat  from  the  stable.  Practical  experience 
and  results  obtained  from  the  tests  show  that  under  ordinary  con- 
ditions it  is  desirable  to  close  these  doors  when  the  outside  tem- 
perature drops  to  approximately  20°.  This  point  will  be  somewhat 
affected  by  the  velocity  and  direction  of  the  ^ind.  Hence  the 
extent  of  the  use  of  heat  doors  in  a  given  locality  will  vary  according 
to  the  frequency  of  warm  days.  In  sections  having  a  large  number 
of  warm  days  ceiling  openings  only  may  be  used. 

Other  conditions  being  comparable,  a  larger  circulation  of  air  may 
be  maintained  with  floor  outlets  than  with  ceiling  outlets  with  equal 
resultant  stable  temperatures.  In  Table  13,  which  gives  data  from  one 
of  these  tests,  the  stable  temperatures  are  practically  the  same  in  both 
cases,  but  there  is  a  much  larger  amount  of  ventilation  with  the  floor 
outlets. 


VENTILATION   OF   FARM   BARNS  47 

Table  13. — Comparison  of  floor  and  ceiling  outlets  in  a  dairy  stable 


Dilu- 
tions 
per 
hour 

Humidity 

Temperature 

Vents  open  at— 

nelative  at— 

Water  per 

cubic  foot  of 

air- 

Ceil- 
ing 

Floor 

Stable  1 

Out- 
side 

Ceil- 
ing 

Floor 

Stable 

In 
stable 

Out- 
side 

Floor 

4.1 
2.6 

Per  cent 
68.6 

77.9 

Per  cent 
69.2 

78.4 

Per  cent 
68.9 
78.2 

Grains 
2.491 
2.797 

Grains 
.783 
.520 

°  F. 
49.2 
48.3 

°  F. 
43.5 
43.3 

°  F. 
46.6 
46.3 

°  F. 
21  3 

Ceiling 

15.6 

1  stable  temperature  is  the  average  of  the  stable  temperatures  for  the  period  involved  and  not  the  average 
of  Hoor  and  ceiling  temperatures. 

At  the  same  outside  temperature  the  stable  temperature  will  be 
lower  when  the  heat  doors  or  ceiling  outlets  are  open.  Figure  13 
represents  a  hygrometer  chart  obtained  during  one  of  the  tests.  It 
is  of  particular  interest  in  that  it  shows  the  drop  in  stable  tempera- 
ture after  the  heat  doors  were  opened.  This  change  was  made  at 
2.45  a.  m.,  as  shown  on  the  chart  at  point  A.  It  will  also  be  noticed 
that  the  difference  between  the  wet-bulb  and  dry-bulb  temperatures 
was  less,  indicating  a 
higher  percentage  of  rel- 
ative humidity. 

The  difference  in  the 
relative  humidities  at  the 
ceiling  and  floor  was 
practically  the  same  w^hen 
the  floor  outlets  were  used 
as  when  the  ceiling  outlets 
were  open.  (Table  13.) 
The  readings  at  the  dif- 
ferent stations  in  this  barn 
reveal  no  significant  dif- 
ference at  any  point  for 
the  two  conditions.  At  the 
same  stable  temperature 
the  relative  humidity  of 
the  stable  was  almost  10 
per  cent  higher  when  the 
ceiling  outlets  were  used. 
In  neither  case  was  the 
relative  humidity  harm- 
fully high.  However,  the 
lower  relative  humidity  was  to  be  preferred  as  the  stable  tempera- 
ture could  have  dropped  about  3°  lower  before  the  dew  point  would 
have  been  reached. 

A  comparison  of  the  actual  amounts  of  moisture  in  the  stable  and 
in  the  outside  air  under  the  two  conditions  given  in  Table  13  shows 
that  the  air  removed  at  the  ceiling  contained  2.797  grains  of  moisture 
per  cubic  foot,  while  that  removed  at  the  floor  contained  2.491  grains. 
However,  more  moisture  was  removed  from  the  stable  through  the 


Figure  13. — Hygrometer  chart  showing  effect  of  the 
opening  of  heat  doors  upon  stable  temperature 
and  humidity 


48         TECHNICAL  BULLETIN    18  7,   U.   S.   DEPT.   OF  AGRICULTURE 

floor  openings  because  of  the  larger  circulation  of  air,  notwithstand- 
ing the  fact  that  the  entering  air  was  of  a  higher  moisture  content. 
The  stable  temperature  being  practically  the  same  in  both  cases,  the 
higher  stable  humidity  was  largely  due  to  decreased  air  circulation. 

With  equal  amounts  of  ventilation,  other  conditions  being  com- 
parable, a  higher  stable  temperature  may  be  obtained  with  floor  out- 
lets than  with  ceiling  outlets,  and  the  floor  outlets  may  be  kept  open 
at  a  lower  outside  temperature  without  unduly  lowering  the  stable 
temperature.  Reference  to  Table  10  shows  that  the  floor  outlets  were 
open  when  the  average  outside  temperature  was  —20.1°  F.  (No.  5), 
and  the  stable  temperature  approached  freezing,  and  that  the  heat 
doors  were  open  at  —9.7°  (No.  13)  with  an  average  stable  tempera- 
ture of  39.4°  but  with  less  than  half  as  much  air  circulation  as  in  the 
former  case.  Had  the  amount  of  ventilation  been  decreased  in  the 
iirst  case,  a  higher  stable  temperature  would  have  resulted. 

On  the  basis  of  approximately  equal  stable  temperature,  the  venti- 
lation was  approximately  50  per  cent  less  and  the  humidity  was 
higher  when  ceiling  outlets  were  used,  the  latter  being  the  natural 
consequence  of  restricted  ventilation.  It  is  then  apparent  that  in 
order  to  maintain  the  same  stable  temperature  with  ceiling  outlets  as 
may  be  had  with  floor  outlets  there  must  be  less  ventilation.  In  order 
to  obtain  with  open  ceiling  outlets  stable  temperatures  comparable 
with  those  obtained  with  open  floor  outlets,  the  ceiling  flues  would 
need  to  be  reduced  in  size,  but  while  smaller  flues  may  provide  suffi- 
cient ventilation  during  cold  weather,  in  warm  periods  when  abun- 
dant ventilation  is  desired,  the  small  flues  would  not  have  the  desired 
capacity. 

EFFECTS  OF  OUTSroE   TEMPERATURES 

Temperatures  have  an  important  bearing  on  the  adjustment  of 
the  ventilation  system.  The  outside  temperature  is  usually  the  most 
dominant  of  the  factors  producing  variations  in  outtake  flue  veloci- 
ties at  all  temperatures  below  20°  F.  Under  average  conditions  of 
barn  ventilation  low  outside  temperature  has  a  greater  influence  on 
flue  velocities  than  has  the  difference  between  the  stable  and  outside 
temperatures.  When  the  outside  temperature  falls  or  rises  the  sys- 
tem is  adjusted  to  control  the  amount  of  ventilation.  The  adjustment 
of  the  ventilation  system  causes  a  variation  in  flue  velocities  propor- 
tionate to  the  increase  or  decrease  in  resistance  of  air  circulation 
but  not  necessarily  to  the  change  in  the  area  of  the  intake  openings 
because  of  the  leaka,ge  that  usually  exists.  Without  regard  to  the 
wind,  the  passage  of  air  through  the  flue  is  dependent  on  the  differ- 
ence in  weights  of  the  column  of  air  in  the  flue  and  the  outside  air. 
The  weight  of  air  is  determined  by  the  amount  of  moisture  it  con- 
tains as  well  as  by  the  temperature  and  pressure.  The  lower  the 
outside  temperature,  the  drier  and  heavier  the  air.  The  rate  of 
change  in  the  weight  of  air  is  more  rapid  at  low  temperatures  than 
at  high  temperatures,  as  will  be  seen  by  reference  to  Table  14. 
Under  average  conditions  of  barn  ventilation,  the  effect  of  a  given 
difference  between  inside  and  outside  air  temperatures  on  flue  veloci- 
ties will  vary  with  the  outside  temperature — the  lower  the  tempera- 
ture, the  greater  the  influence. 


VENTILATION"   OP   FARM   BARNS  49 

Table  14. — Weight  of  dry  air  in  grams  per  thousand  cubic  meters 


Tempera- 
ture 

Weight 

Decrease 

Tempera- 
ture 

Weight 

Decrease 

Tempera- 
ture 

Weight 

Decrease 

op 

—20 

-16 

—12 

—8 

—4 

0 

Orams 
1,446.4 
1,433.3 
1,420.5 
1, 407. 9 
1, 395. 5 
1.383.3 

Orams 

op 

4 
8 
12 
16 
20 
24 

Grams 
1,371.3 
1,359.6 
1,348.0 
1,336.7 
1, 325.  5 
1,314.5 

Orams 
12.0 
11.7 
11.6 
11.3 
11.2 
11.0 

op 

28 
32 
36 
40 
44 
48 

Orams 
1, 303.  7 
1,293.1 
1, 282.  6 
1,272.3 
1,2G2.2 
1, 252.  2 

Orams 
10.8 
10.6 
10.5 
10.3 
10.1 
10.0 

13.1 
12.8 
12.6 
12.4 
12.2 

A  study  of  available  data  shows  that  there  is  a  close  relationship 
between  temperature  difference  and  flue  velocities  when  the  venti- 
lation is  unrestricted  and  unaffected  b}^  the  wind,  but  when  the 
ventilation  is  restricted  and  other  variable  factors  are  introduced 
there  may  be  wide  variance  in  this  relationship.  Test  data,  taken 
at  random  and  presented  in  Xable  15,  illustrate  this  relationship. 

Table  15. — Effect  of  temperature  on  flue*  velocity 


Temperature 

Flue 
velocity 

Wind 
velocity 

Stable 

Outside 

Differ- 
ence 

op 
66 
37 
49 
45 

°  F. 

27 

8 

8 

-13 

29 
29 
41 
58 

Feet  per 
minute 

234 

373 

288 

392 

Miles  per 
hour 
16.3 
16.7 
0.8 
7.0 

The  meager  data  do  not  represent  average  conditions,  but  they 
do  indicate  variations  that  are  common.  The  first  two  readings 
were  taken  when  the  ventilation  was  free,  the  last  two  when  the 
ventilation  system  was  partly  closed.  The  temperature  difference 
in  the  first  two  readings  is  the  same,  yet  there  is  an  appreciable  dif- 
ference between  the  flue  velocities  and  there  is  a  considerable  dif- 
ference in  the  outside  temperatures.  The  lower  outside  temperature 
is  coincident  with  the  higher  flue  velocity  which  is  in  accord  with 
the  tendency  shown  by  existing  data.  In  the  second  and  third  read- 
ings the  outside  temperatures  are  the  same,  the  temperature  differ- 
ence is  greater  in  the  third  reading  and  the  flue  velocity  is  greater 
in  the  second  reading.  The  greater  flue  velocity  of  the  second 
reading  is  but  partly  accounted  for  by  the  higher  wind  velocity. 
The  higher  stable  temperature  of  the  third  reading  was  because  of 
the  restricted  ventilation.  Had  the  system  been  fully  open  a 
smaller  temperature  difference  and  a  greater  flue  velocity  would 
have  been  expected.  This  again  shows  that  temperature  difference 
alone  has  less  effect  on  flue  velocities  than  low  outside  temperatures 
have. 

Flue  velocities  vary  with  the  difference  between  the  weights  of  the 
air  within  and  without  the  flue.  These  weights  are  affected  princi- 
pally by  change  in  temperature,  the  low  temperatures  being  mo^ 
effective  as  will  be  seen  by  reference  to  Table  14.  A  decrease  of  4° 
107343°— 30 4 


50         TECHNICAL  BULLETIN    18  7,   U.   S.   DEPT.   OF  AGRICULTURE 

in  air  temperature  produces  a  change  in  weight  of  10,  11,  12,  and  13 
grams  per  cubic  meter,  respectively,  at  temperatures  of  48°,  24°,  4°, 
and  — 16°  F.  With  these  outside  temperatures  and  an  assumed  sta- 
ble temperature  of  48°,  the  respective  differences  in  weight  of  the  air 
in  the  stable  and  outside  would  be  0,  62,  119,  and  181  grams  per 
cubic  meter.  With  a  constant  difference  between  inside  and  outside 
temperature  of  20°,  a  difference  commonly  assumed  in  ventilation 
design,  there  would  be  a  difference  in  weight  of  52  grams  at  48° 
stable  temperature,  53  grams  at  40°,  58  grams  at  20°  and  63  grams 
at  0°. 

The  two  curves  shown  in  Figure  14  represent  the  average  results 
of  test  data  relating  to  flue  heights  that  are  commonly  used  in  bam 
ventilation.  The  straight  line  is  the  result  of  the  assumption  of  a 
uniform  rate  of  increase  or  decrease  in  the  variables  throughout  the 
range ;  this  is  more  nearly  true  when  the  flue  velocities  are  compared 


-4 


500 

^^ 

*^ 

"^ 

^^ 

t^'O, 

^  400 

^^A 

ii!s^ 

3 

^300 

t?^ 

e/ 

^^ 

^^^- 

1. 
^200 

2: 

^<; 

^ 

•^- 

>^^ 

"^^ 

"v,^ 

100 

• 

^*«s 

8 


28 


FiGDKE   14. 


12  16  20  24 

Outside  Temperature  ('"^ 

-Effect  of  outside  temperature  upon  flue  velocity 


32 


36 


on  the  basis  of  outside  temperature  than  when  compared  with  tem- 
perature difference.  The  assumption  introduces  no  error  of  conse- 
quence and  may  be  used  within  the  range  of  temperatures  herein 
considered. 

STABLE    HUMroiTY 

The  temperature  of,  and  percentage  of  moisture  in,  the  outside 
air  have  a  great  influence  upon  the  percentage  of  moisture  in  the 
stable  air,  greater  perhaps,  in  the  average  farm  barn  that  is  not 
well  insulated  than  that  due  to  restriction  of  the  ventilating  system. 

The  optimum  percentage  of  humidity  in  stable  air  has  not  been 
determined.  There  are  so  many  variable  factors  that  must  be  taken 
into  consideration  that  it  is  difficult  to  set  a  standard,  but  it  is 
suggested  that  at  a  stable  temperature  of  45°  F.  an  average  relative 
humidity  of  80  per  cent  is  satisfactory.  The  tests  show  that  it  is 
not  difficult  to  obtain  this  degree  of  moisture  when  other  conditions 
are  favorable.    In  the  majority  of  the  tests  the  relative  humidity 


VENTILATION    OF   FAEM   BAKNS 


51 


at  the  ceiling  was  less  than  that  near  the  floor.     In  one  stable  a 
relative  humidity  as  low  as  61  per  cent  was  recorded. 

Theoretically  the  actual  amount  of  moisture,  or  the  absolute 
humidity,  of  the  stable  air  should  vary  in  proportion  to  the  amount 
of  ventilation  and  jDroduction  of  moisture.  In  a  tightly  constructed 
barn  this  relationship  can  be  obtained  by  intelligent  operation  of 
the  ventilation  system  as  will  be  shown  by  reference  to  Figure  15. 

Reading  Periods 

15  10  15  20  2S  30  35  40  4S  50  55  60 


PM. 

A.M. 

P.M.          A. 

m'.  '  'p.L|  ■    'aV. 

P.M. 

a'.m.'  '41'  'a'.m 

P.M. 

AJM. 

P.M.        A 

M.           PJM 

A.M 

-f 

--""—    -1 

n 

!  1 

n 

...r 

! 

..-.PiLu 

tion8___ 

I-. 



— ■■  \ 
J 

AMOUNT  OF  VELNTILATION 


■^.5 


'2.0 


1.5 


1.0 


1 

1 

Roor 

n 

J~L_ 

HrJ 

1 

d 

— tF 

iJ 

0 

jtside. 

r--^"" 

# 

1 

1 — 

r- 

.J 

->.u-  A. 

ABSOLUTE   HUMIDITY 


90 


.11 


1^50 


40 


r 

1 

R 

u 

■^ 

j 

} 

^ 

— . 

( — ^ 

L 

_J 



-u 

— 1 

r— 

L 

Ol 

jtsjde_ 



J 

1 

u 



J 

L- 

SO- 

RELATIVE   HUMIDITY 

1 

In 

, 

r 

40' 

?!20- 

L 

J 

u 

li 

r 

— 1 

1 

1 

Out 

.A' 

! 

1 

5 10- 

1' 

-10- 

-20* 

(- 

~r 

-J 

1 

i 

-— 

f* 

. 

J 

TEMPERATURES  (F'),  ROOM  and  OUTSIDE 
Figure  15. — Relation  of  absolute  humidity  to  ventilation  In  test  barn  T 

The  chart  shows  the  amount  of  ventilation  as  measured  in  dilutions 
per  hour,  the  absolute  and  relative  humidity  of  stable  and  outside 
air,  and  the  temperature  of  stable  air.  That  there  was  considerable 
variation  in  the  temperature  of  outside  air  may  be  seen  by  referring 
to  Figure  8  or  Table  10.  In  actual  practice  there  will  not  always 
be  a  close  relationship  between  the  moisture  in  the  stable  air  and 


52        TECHNICAL  BULLETIN   187,  U.  S.  DEPT.   OF  AGRICULTURE 

the  amount  of  measured  ventilation  because  of  the  varying  and 
unaccountable  leakage  in  most  barns. 

Figure  15  shows  that  with  but  few  exceptions,  mainly  at  read- 
ings 9  to  11  and  62  to  64,  an  increase  in  the  ventilation  produced  a 
decrease  in  the  amount  of  moisture  in  the  stable  air.  In  the  first 
instance  the  condition  may  have  been  because  of  some  temperature 
effect  as  the  stable  temperature  was  but  little  above  freezing.  There 
may  have  been  more  moisture  condensed  on  the  stable  walls  and 
also  a  change  in  the  moisture  production  owing  to  environmental 
influence  on  the  metabolism  of  the  animals.  The  moisture  content 
of  the  outside  air  was  never  very  high.  It  was  very  low  after  the 
fiftieth  reading,  when  the  temperature  ranged  from  —1°  to  —20° 
F.,  and  remained  exceptionally  low  until  the  last  of  the  test.  Not- 
withstanding this  condition  the  moisture  in  the  stable  air  increased 
unaccountably. 

Further,  it  is  evident  that  a  high  relative  humidity  outside  does 
not  necessarily  mean  a  high  relative  humidity  in  the  stable  or  vice 
versa.  The  data  show  that,  although  the  air  outside  is  saturated, 
it  may  be  possible  to  use  it  in  removing  moisture  from  the  stable  if 
its  temperature  is  lower  than  the  stable  temperature. 

Table  16. — Influence  of  temperature  on  the  manner  of  daily  heat  loss  from  two 

steers 


Test 
No. 

Tem- 
perature 

of 
chamber 

Heat  lost— 

Percentage  of  total 
heat  lost— 

Hair  of  animal 

By  radia- 
tion and 
conduc- 
tion 

By  evap- 
oration of 
water 

Total 

By  radia- 
tion and 
conduc- 
tion 

As  latent 
heat  of 
water 
vapor 

Sheared.  ..                           .  . 

1 
2 
3 
4 
1 
2 
3 
4 

op 

56.7 
60.3 
64.9 
71.7 
59.9 
65.3 
70.7 
57.5 

i 
Calories  1  Calories 
6,764  1         1.411 

Calories 
8,174 
7,784 
7,496 
6,709 
6,185 
6,268 
6,322 
6,012 

Per  ceTit 
82.7 
81.0 
79.3 
73.5 
74.4 
65.1 
55.8 
74.3 

Per  cent 
17.3 

Do - 

6,309 
5,945 
4,933 
4,604 
4,081 
3,531 
4,468 

1,475 
1,551 
1,776 
1,581 
2,186 
2,791 
1,544 

19.0 

Do 

20.7 

Do — -. 

26.5 

FiiU  coat 

25.6 

Do                    -      -             -      - 

34.9 

Do  --      

44.2 

Do -- 

25.7 

Variations  in  air  temperature  affect  the  amount  of  moisture  pro- 
duced by  the  average  cow  kept  under  ordinary  stable  conditions. 
Table  16  which  presents  data  obtained  by  calorimeter  test  on  two 
steers  (13)  affords  evidence  of  this  and  indicates  the  need  for 
data  obtained  under  temperatures  more  comparable  to  those  of  a 
stable  and  for  much  lower  temperatures.  The  higher  the  tempera- 
ture the  greater  the  loss  of  heat  by  evaporation,  and  the  smaller  the 
loss  by  radiation  and  conduction.  With  both  steers  a  decrease  in 
the  heat  lost  by  radiation  and  conduction  was  accompanied  by  an 
increase  in  the  heat  lost  by  evaporation  of  water  and  vice  versa. 

A  pronounced  difference  is  noticeable  in  the  response  of  the  two 
steers  to  similar  temperatures.  The  steer  having  a  full  coat  gave 
off  25.6  per  cent  to  44.2  per  cent  of  the  heat  production  as  latent 
heat  of  water  vapor,  whereas  the  shorn  steer  eliminated  but  17.3 
per  cent  to  26.5  per  cent  of  the  heat  in  this  manner. 


t 


Tech.  Bui.  187.  U.  S.  Dept.  of  AgrJculture 


Plate  4 


A,  View  of  test  barn  O  from  southwest;  B,  view  of  flue  C  above  mow  floor  in  test  bam  O 


VENTILATION    OF   FARM   BARNS  53 

The  production  of  heat  and  of  carbon  dioxide  are  directly  re- 
lated under  all  conditions  of  production,  but  this  is  not  necessarily 
true  with  respect  to  moisture,  which  varies  according  to  environ- 
mental conditions.  The  loss  of  heat  by  evaporation  is  also  influenced 
by  the  relative  humidity  of  the  air.  Hence  animal  comfort  is  de- 
pendent upon  a  combination  of  temperature,  relative  humidity,  and 
air  circulation  as  evaporation  increases  with  an  increase  in  movement 
of  air  currents.  Thus  ventilation  may  not  only  affect  the  rate  of 
removal  of  moisture  from  the  air  but  also  its  rate  of  production. 

FACTORS   AFFECTING   EFFICIENCY   OF   SYSTEM 

HEIGHT  AND   CONSTRUCTION   OF   FLUE 

Much  of  the  foregoing  discussion  has  been  based  on  the  assump- 
tion that  the  ventilation  system  has  been  properly  designed  for 
the  local  conditions  and  that  it  has  been  properly  installed.  It 
has  been  shown  that  a  change  in  the  air  conditions  or  setting  of 
the  outtakes  or  intakes  may  vary  the  amount  of  ventilation  obtained. 
These  factors  have  but  a  temporary  effect  on  the  amount  of  venti- 
lation secured.  There  are  many  construction  features  that  may  per- 
manently affect  the  efficiency  of  the  ventilation  system. 

The  design  and  position  of  flues  affect  their  efficiency.  Intake 
and  outtake  flues  should  be  so  placed  as  to  provide  for  the  best  distri- 
bution and  circulation  of  air  Avithin  the  stable.  In  order  that  a 
desired  amount  of  ventilation  may  be  obtained  it  is  necessary  that 
those  factors  that  affect  the  amount  of  outgoing  air  be  known  so  that 
flue  areas  may  be  m?ide  sufficient  to  permit  the  passage  of  the  required 
amount  of  air.  Flue  area  will  vary  with  the  temperatures  expected 
and  with  the  height  of  the  flue,  as  explained  later.  Under  the 
same  conditions  of  temperature  and  vertical  height  one  flue  may  be 
less  efficient  than  another.  Horizontal  or  inclined  runs  add  resistance 
without  increasing  vertical  height;  crooked  flues  and  abrupt  turns 
also  add  to  the  frictional  air  resistance.  Abrupt  turns  may  decrease 
the  efficiency  of  the  flue  by  more  than  50  per  cent. 

Figure  16  presents  the  floor  plan  of  the  barn  shown  in  Plate  4,  A,  in 
which  there  is  a  rather  unusual  and  inefficient  arrangement  of  flues. 
The  ventilator  shown  by  dotted  lines  on  the  floor  plan,  in  the  cross- 
drive  alley,  is  on  the  higher  part  of  the  barn.  By  tracing  the  path 
of  the  air  through  this  ventilator,  it  will  be  seen  that  the  air  left  the 
stable  through  ceiling  openings  A  and  B,  passed  to  the  right  and  left 
between  the  joists,  turned  at  right  angles  for  another  horizontal  run 
of  about  4  feet,  then  up  through  the  risers  A  and  B  following  the 
roof  line  to  the  ventilator.  The  risers  A  and  B  were  separated  so  as 
to  give  clear  floor  space  in  the  mow  and  not  interfere  with  hay 
storage.  These  flues  would  have  been  more  efficient  had  the  openings 
been  directly  below  the  risers,  and  the  cost  of  construction  would 
have  been  less.  These  flues  were  found  to  be  less  efficient  than  those 
in  another  barn  in  which  the  conditions  were  comparable. 

There  are  also  horizontal  runs  in  flues  C  and  D  with  connecting 
flues  from  floor  openings.  The  latter  are  offset  (pi.  4,  B)  in  order 
to  avoid  the  windows.  The  dark  streaks  on  the  flue  show  incipient 
rot  caused  by  condensation  of  moisture  inside  the  flue. 


54         TECHNICAL  BULLETIN    18  7,   U.   S.   DEPT.   OF  AGRICULTURE 


S-!h 


An  instance  of  unnecessarily 
long,  inclined  flues  with  high  f fic- 
tional resistance  is  shown  in  Fig- 
ure 17  which  represents  the  floor 
plan  of  a  1-story  barn  136  feet  in 
length  with  but  two  ventilators. 
Three  could  have  been  used  to  ad- 
vantage and  would  have  decreased 
the  length  of  the  connecting  flues. 
Efficiency  was  sacrificed  in  this 
case  for  the  sake  of  appearance. 

Ventilating  flues  and  ducts,  in 
the  conventional  arrangement,  are 
placed  so  that  the  fresh  air  enters 
in  front  of  the  cows  and  is  removed 
at  the  rear.  With  cows  facing 
in,  the  outtakes  would  be  placed 
next  to  the  outer  wall  and  the  in- 
take openings  at  the  center  feed 
alley.  When  the  cows  face  out  the 
position  of  outtakes  and  intakes 
are  usually  reversed.  However,  it 
is  sometimes  difficult  and  incon- 
venient, especially  in  long  barns 
with  the  cows  facing  out,  to  obtain 
this  arrangement.  In  such  cases 
the  arrangemeht  commonly  used 
when  the  cows  face  in  may  be  em- 
ployed. Tests  in  several  barns 
showed  that  such  an  arrangement 
was  satisfactory  with  respect  to 
the  ventilation  secured. 

For  best  results  intakes  and  out- 
takes should  not  both  be  placed  on 
the  outer  wall.  Plate  5,  A,  illus- 
trates one  example  wherein  the  in- 
takes and  outtakes  were  adjacent 
and,  during  the  time  that  the  heat 
door  was  open  as  shown  in  the  cut, 
the  air  came  in  through  the  intake 
and  passed  out  through  the  out- 
take,  mixing  but  little  with  the 
stable  air. 

When  it  is  possible  without  the 
sacrifice  of  too  much  space  in  the 
alleys,  outtakes  should  be  kept 
away  from  the  outer  wall,  that  is, 
they  should  not  be  built  between 
the  studs.  If  they  are  built  be- 
tween the  studs,  without  proper 
insulation  of  the  outward  side,  the 
paint  is  apt  to  peel  off  the  barn 
siding  next  to  the  flue  because  of 


Tech.  Bui.  187,  U.  S.  Dept.  of  Agriculture 


PLATE  5 


A,  Improper  relation  of  intake  and  outtake;  B,  view  of  outtake  flue  built  between  rafters 


Tech.  Bui.  187.  U.  S.  Dept.  of  Agriculture 


Plate  6 


A,  Outtake  flue  beveled  at  the  bottom;  B,  concrete  block  intakes  and  outtake;  C,  section 
of  ventilator  screen  closed  with  ice 


VENTILATION  OF  FARM  BARNS 


55 


the  condensation  of  moisture.  When  flues  are  placed  between  the 
studs  or  rafters,  as  shown  in  Plate  5,  B,  the  exposure  is  greater  and 
there  is  more  heat  loss.  The  flues  shown  in  this  picture  were  built 
between  the  studs  down  to  the  mow  floor  then,  in  order  to  avoid  the 
stone  wall  in  the  stable  below,  they  were  offset  horizontally  1  foot. 
These  flues  were  much  less  efficient  than  the  two  neighboring  flues 
which  were  straight  at  this  point.  The  two  right-angle  turns  could 
easily  have  been  avoided. 

Plate  6,  A,  shows  the  construction  of  an  outtake  flue  opening  into 
the  feed  alley  of  a  hog  house.  It  was  found  that  beveling  the 
bottom  of  the  flue  added  to  its  efficiency  and  provided  more  room  in 
the  pen  with  less  need  for  protection  against  injury  than  would  be 
required  had  the  flue  been  extended  squarely  to  the  floor. 

Insulation  and  air-tightness  are  requisites  of  greatest  flue  effi- 
ciency. The  drop  in  temperature  of  the  gases  during  their  passage 
from  the  bottom  to  the  top  may  be  but  1°  or  2°  in  a  properly  in- 


I  '°h°KN-:.  I    Mill    I  j-i::f -T' I  MlcokH    I    I  '\%\   hi  ci.sl--:Pl    I   I   I 


Figure  17. — Floor  plan  of  test  barn  R 

sulated  flue,  whereas  in  one  lacking  in  insulation  this  may  be  more 
than  five  or  six  times  as  much.  This  factor  has  an  important  bear- 
ing on  the  amount  of  moisture  that  will  be  removed  from  the 
stable.  (Table  5  and  p.  18.)  One  installation  was  found  where 
the  -leakage  of  air  was  so  great  that  it  was  impossible  to  detect 
any  circulation  of  air  through  the  flue  except  at  high  wind  velocities. 

Lack  of  insulation  may  cause  a  large  amount  of  troublesome 
drip.  There  does  not  at  this  time  appear  to  be  any  means  of  alto- 
gether overcoming  this  condition  in  the  colder  sections.  All  flues 
should  be  air-tight,  and  insulation  is  necessary  particularly  on 
metal  flues.  This  is  of  greater  relative  importance  in  the  colder 
sections.  In  one  test  it  was  evident  that,  while  there  were  several 
contributing  factors  which  must  be  considered  in  the  prevention  of 
drip,  proper  insulation  of  the  flues  was  most  important. 

Consideration  should  be  given  to  the  probability  of  drip  in  locat- 
ing the  outtake  flues.  Installations  were  found  where  the  flue  open- 
ing was  directly  over  a  cow  stall  and  the  drip  fell  on  the  cow's 
back.  In  the  better  installations  of  metal  flues  a  small  trough  with 
a  drainage  pipe  is  provided. 


56        TECHNICAL  BULLETIN    18  7,  tJ.   S.   DEPT.   OF  AGRICULTURE 

The  chimney  flue  shown  in  Plate  6,  B,  was  made  of  4-inch  concrete 
block,  which  did  not  afford  sufficient  insulation  to  prevent  a  rapid 
cooling  of  the  outgoing  air.  The  blocks  were  made  by  the  dry-mix 
method  and  were  more  or  less  porous.  The  pore  leakage  through 
these  blocks  was  considerable,  especially  under  high  wind  pressure. 
The  ventilator  shown  on  the  top  of  the  flue  w^as  homemade  and  very 
inefficient.  A  wire  screen  of  l^-inch  mesh  was  used  to  prevent 
entrance  of  birds  through  the  ventilator — a  useless  precaution,  as 
they  usually  find  other  entrances.  Small-mesh  wire  should  not  be 
used  in  a  ventilator  as  the  openings  soon  become  stopped  b^  ice  or 
trash  as  in  the  case  of  the  one  illustrated.  Plate  6,  C,  is  a  view  of  a 
section  of  this  ventilator  and  shows  how  the  ice  formed  on  the  screen 
and  greatly  reduced  the  air  circulation. 

EFFECT  OF  OPEN  VENTILATOR  BASE 

It  is  generally  considered  best  to  place  the  ventilator  at  the  highest 
point,  usually  the  ridge  of  the  roof,  but  there  has  been  some  question 
as  to  whether  the  base  of  the  ventilator  should  be  closed  at  the  ridge 
as  shown  in  Figure  7  and  Plate  7,  A,  or  left  open  as  shown  in  Plate 
7,  B.     Both  methods  have  been  used  for  a  number  of  years. 

When  the  base  of  the  ventilator  is  open  at  the  ridge,  part  of  the  air 
passing  through  the  ventilator  head  is  withdrawn  from  the  mow 
and  part  from  the  stable.  When  the  base  is  closed  the  entire  pressure 
head  is  utilized  in  removing  air  from  the  stable.  Results  of  tests 
show  that  the  opening  of  the  ventilator  base  may  reduce  the  amount 
withdrawn  from  the  stable  by  from  10  to  30  per  cent. 

If  the  question  is  considered  solely  with  respect  to  the  ventilation 
of  the  stable,  the  ventilator  base  should  be  closed.  However,  ventila- 
tion of  the  hay  mow  during  the  warm  summer  months  and  just  after 
the  crop  is  stored  is  desirable  and  if  the  ventilator  is  open  to  the  mow 
it  provides  a  ready  exit  for  the  mow  gases.  During  the  winter 
months  ventilation  of  the  mow  is  not  necessary  and,  if  the  ventilator 
base  is  left  open  during  cold  weather,  eddy  currents,  formed  by  the 
Avarm  air  coming  through  the  stable  outtake  and  the  colder  air  from 
the  mow,  may  cause  formation  of  frost  on  the  roof  timbers  around 
the  base  of  the  ventilator  and  shorten  the  life  of  the  roof  timbers. 
(PI.  7,  C.)  It  is  believed  that  the  open  base  tends  to  produce  greater 
condensation  in  the  flues  since  the  cold  air  from  the  mow  meets  the 
warm  air  coming  through  the  flue  and  chills  it.  It  was  also  noted 
during  the  tests  that  strong  winds  had  less  effect  on  the  amount  of 
stable  ventilation  when  the  ventilator  base  was  open.  If  doors  with 
convenient  means  of  operation  were  provided  it  w^ould  be  possible, 
without  closing  the  outtakes  at  the  lower  end,  to  counteract  the 
effects  of  high  wind  velocities  which  otherwise  would  cause  too 
much  ventilation  and  a  consequent  lowering  of  stable  temperature. 
One  attempt  to  provide  this  convenience  is  illustrated  in  Figure  7. 
There  is  opporunity  for  improvement  in  the  construction  and  opera- 
tion of  such  a  device. 

WINDOWS  AS   INTAKES 

The  amount  of  incoming  air  is  affected  by  several  factors  which 
vary  according  to  the  type  of  intake  used.  The  three  principal 
types  of  intakes  are  windows,  wall  ducts,  and  automatic  intakes.    The 


Tech.  Bui.  187.  U.  S.  Dept.  of  Agriculture 


Plate  7 


A,  Ventilator  with  a  closed  base;  B,  ventilator  with  an  open  base;  C,  rotting  of  roof  boards  and 

rafters  due  to  condensation 


VENTILATION   OF  FARM  BARNS 


57 


Reading 
2      3      4 


limitations  of  window  intakes  are  clearly  shown  by  tests  made  in 
this  investigation,  but  that  they  are  not  widely  known  is  evident 
from  the  frequent  use  of  windows  in  unsuitable  places.  It  is  not 
the  intention  to  imply  that  ventilation  through  window  openings  is 
impossible,  nor  to  advise  against  their  use  in  mild  weather  or  in 
southern  zones.  Windows  may  be  used  when  the  outside  temperature 
is  above  freezing  and  when  the  circulation  of  a  large  quantity  of 
air  does  not  cause  harmful  drafts  on  the  animals;  but  their  use 
should  be  restricted  during  cold  weather,  since  it  is  obviously  im- 
possible to  supply  sufficient  fresh  air  to  remote  sections  of  the  barn 
without  chilling  the  animals  near  the  windows.  Although  windows, 
when  provided  with  side  shields,  direct  the  incoming  air  toward  the 
ceiling,  the  currents  of  air  drop  almost  immediately  and  under 
most  temperature  conditions  reach  the  floor  within  6  feet  of  the  wall. 
These  currents  are  also  affected  by  the  wind  pressure. 

If  windows  are  used  as  intakes  the  formation  of  frost  can  not 
be  avoided  during  cold  weather,  and  if  the  temperature  is  not  quite 
low  enough  to  form  frost  the  mois- 
ture that  condenses  on  the  panes  runs 
down  the  sash,  rusts  bottom  hinges, 
and  rots  the  sills  and  frames.  Under 
such  conditions  the  sash  itself  swells 
and  sticks  in  the  frame,  and  often 
panes  are  broken  in  attempting  to 
open  the  windows.  In  one  barn  the 
sash  swelled  to  such  an  extent  that  the 
muntins  were  broken  out. 

The  most  serious  objection  to  the  use 
of  windows  as  intakes  is  that  it  is 
difficult  to  control  the  temperature 
and  the  amount  of  ventilation  because 
of  the  variation  in  the  direction  of  the 
wind,  which  makes  frequent  adjust- 
ment of  the  windows  necessary. 

Particularly  during  periods  of  high 
wind  velocity,  the  volume  of  air  pass- 
ing outward  through  the  windows  was  more  than  twice  that  through 
the  regular  outlets,  the  air  taking  the  path  of  least  resistance. 
At  such  times  the  air  is  apt  to  come  in  at  high  velocity  on  the  wind- 
ward side  and,  practically  unchecked,  pass  out  on  the  leeward  side. 
The  motive  power  furnished  by  the  difference  in  the  temperatures 
of  the  inside  and  outside  air  in  a  Avell -designed  system  is  sufficient 
in  cool  weather  to  induce  ample  circulation  without  the  aid  of  a 
strong  wind.  Although  undesirable  as  intakes  in  cold  sections  win- 
dows are  an  advantage  during  mild  weather,  as  they  provide  a  large 
area  of  opening. 

Figures  18  and  19  represent  data  taken  from  two  tests  during 
parts  of  which  windows  were  used.  Floor  plans  of  these  two  barns 
are  shown  in  Figures  16  and  17,  the  windoAvs  being  numbered  for 
convenience  in  reference.  The  data,  presented  graphically,  show  the 
total  area  of  window  openings,  those  portions  of  the  windows  that 
were  used  for  entering  air  and  the  portions  used  as  outlets.  There 
is  considerable  variation  in  the  effectiveness  of  the  openings  at  the 
different  periods.    During  the  tests  both  stable  and  outside  tempera- 


Figure  18. — Effect  of  window  in- 
takes in  test  barn  O.  Arrows 
show  direction  of  wind 


60        TECHNICAL  BtTLLETiN   187,  U.  S.  DEPT.  OF  AGRICULTURE 


the  velocity  of  the  air  through  intakes  on  the  windward  side  was 
four  times  that  on  the  leeward  side.  As  the  wind  increases  the 
velocity  of*  the  air  entering  on  the  leeward  side  gradually  decreases 
and,  if  the  wind  is  high  enough,  back  drafting  may  occur.  In  one 
barn  back  drafting  occurred  in  a  wall  intake  at  the  center  of  the 
leeward  side  with  a  wind  blowing  from  the  opposite  side  at  a  velocity 
of  16  miles  an  hour.  Back  drafting  is  common  at  corners  (pi.  8,  A), 
and  where  milk  houses,  silos,  or  other  near-by  buildings  deflect  the 
currents  of  air.  When  whirls  are  formed  the  air  sometimes  goes  in 
and  sometimes  out,  and  this  reversal  may  take  place  very  quickly. 

The  tendency  to  back 
drafting  and  the  ve- 
locity at  which  it  oc- 
curs depend  mainly 
upon  the  design  and 
the  position  of  the 
intakes.  The  lowest 
wind  velocity  that 
produced  back  draft- 
ing in  wall  intakes, 
5  feet  or  more  in 
length,  was  6  miles  per 
hour,  but  back  draft- 
ing in  window  intakes 
occurred  several  times 
at  a  wind  velocity  of 
3  miles  per  hour  and 
once,  as  previously 
recorded,  at  a  veloc- 
ity of  less  than  1 
mile  per  hour. 


i...' 

2       Z 

Reading      Periods 

A        5        6^     7        8        9       10        1 

1        12     13 

JOU 

1        1        1 

200 

^ 

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s^Averagg  VelocMy 

190 

- 

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— __. 

■"■""" 

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SiJM- 

^-".^ 

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100 

n 

OUTTAKE   D 


700 


600 


500   - 


b300 

iSaoo 

100 


1 

- 

c 

D 

D 

D 

A 

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B 

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\ 

OUTTAKE.  CWIND  VELOCITY  AND  DIRECTION 


OUTTAKE  B 


200 


EFFECT  OF  WIND  ON 
FLUE  VELOCITY 


100 


Figure  20. 


■"^ 

y 

^ 

Average   VelocWy  59j    _^ 

— 

■**i:. 

z:^j^_i:^:^^^^^^^:js^ 

OUTTAKE.  A 

-Effect  of  wind  velocity  and  direction  ujHDn'  flue 
velocity 


One  test  with  win- 
dows as  intakes  and 
cupola  ventilators 
showed  an  interesting 
relation  between  flue 
velocities  and  the 
wind.  Plate  8,  B,  shows  an  exterior  view  from  the  southwest.  The 
openings  in  the  two  cupolas  are  filled  with  slats  spaced  2^/4  inches  apart. 
The  influence  of  wind  velocity  and  direction  upon  the  flue  velocities, 
and  in  turn  upon  the  ventilation  secured,  is  shown  graphically  in  Fig- 
ure 20.  The  velocity  of  the  air  through  outtakes  A  and  B  on  the  lee- 
ward side  of  the  barn  was  very  low,  and  the  velocity  in  the  windward 
flues  was  more  than  four  times  as  great.  At  the  period  of  greatest 
wind  velocity  the  wind  pressure  had  the  greatest  decremental  in- 
fluence on  the  flues  which  was  contrary  to  the  efl^ect  produced  with 
other  ventilators.  The  wind  appeared  more  effective  when  blowing 
parallel  to  the  ridge  than  when  at  right  angles  to  it,  which  is  charac- 
teristic of  slatted  cupolas.    During  periods  of  highest  wind  the  veloc- 


Tech.  Bui.  187,  U.  S.  Dept.  of  Agriculture 


Plate  8 


A,  KtTect  of  wind  currents  at  corner  of  Imrn;  H,  view  m  i.<iin  S  with  slatted  cupola;  C,  barn  with 

outside  hay  chute 


VENTILATIOlsr   OF   FARM  BARNS  61 

ity  of  air  through  the  outtakes  was  lower  than  the  average  for  the 
test,  and  the  velocity  of  the  air  through  flues  A,  C,  and  D  was  lowest 
at  this  time.  The  velocity  of  the  air  through  flues  C  and  D  was 
high,  when  there  was  a  large  difference  between  the  inside  and  out- 
side temperatures.  This  would  indicate  that  temperature  was  the 
principal  factor  producing  ventilation  and  that  the  wind  impeded 
rather  than  assisted  the  movement  of  air  through  these  flues. 

FURNACE  REGISTERS 

In  a  few  of  the  barns  tested  warm-air  furnace  registers  were  used 
in  the  intakes  and  in  some  cases  as  heat  doors  in  the  outtakes. 
They  are  entirely  unsuited  to  these  purposes  as  the  slats  rust,  become 
broken,  collect  dirt  and  cobwebs,  and,  during  cold  weather,  collect 
frost,  sometimes  to  the  extent  of  complete  closure.  The  grates  and 
shutters  retard  the  free  passage  of  air.  If  no  better  means  is  avail- 
able, a  board,  hinged  or  sliding  in  a  slot,  is  superior  to  the  furnace 
register.  It  is  necessary  to  screen  the  outer  opening  in  the  inlet 
ducts  to  prevent  entrance  of  trash  and  vermin,  but  the  passage  of 
air  through  the  inner  opening  should  be  unobstructed  except  as  it 
becomes  necessary  to  restrict  the  amount  of  ventilation  by  partial 
closing  of  the  opening.  Wire  screen  of  less  than  %-inch  mesh 
should  not  be  used  in  a  ventilator  as  it  is  easily  closed  by  ice  or 
trash. 

AUTOMATIC  INTAKES 

Wall  intake  ducts,  having  a  vertical  flue  5  feet  or  more  in  length 
may  be  installed  readily  in  a  frame  structure,  but  when  the  walls 
are  of  masonry  it  is  more  difficult.  Plate  2,  A,  illustrates  a  type  of 
flue  in  a  barn  having  a  combination  frame  and  masonry  wall.  Plate 
6,  B,  shows  intake  ducts  built  on  the  outside  of  the  barn  wall.  They 
are  also  sometimes  built  on  the  inside  of  the  wall.  In  remodelling 
old  barns  having  masonry  walls  the  matter  of  intakes  is  often  sim- 
plified by  the  use  of  intake  valves  (pi.  3,  A),  which  automatically 
prevent  back  drafting  and  obviate  the  use  of  a  flue  with  a  vertical  leg. 

Since  the  intakes  open  at  the  ceiling  in  most  barns,  it  is  obvious 
that  they  would  act  as  outtakes  much  of  the  time  if  provision  were 
not  made  to  prevent  it.  The  vertical  leg  of  an  intake  duct  does  not 
always  overcome  the  tendency,  in  which  case  one  of  the  automatic 
devices  now  on  the  market  may  be  used.  Automatic  intakes  were 
used  in  three  of  the  barns  tested. 

These  devices  are  provided  with  control  dampers,  which  permit 
regulation  of  the  amount  of  air  entering  the  stable,  as  well  as  auto- 
matic valves,  which  prevent  the  escape  of  the  warm  air  at  the  ceil- 
ings; in  some  the  two  are  combined,  in  others  they  are  separate. 
Such  intakes  should  be  set  level  and  plumb  to  insure  balanced  move- 
ment of  the  valves,  which  are  operated  by  the  air  currents  only. 
The  inclosing  boxes  should  be  well  insulated  to  prevent  condensation 
of  moisture.  These  automatic  valves  operate  either  on  a  vertical  or 
horizontal  axis  as  illustrated  in  Figures  21,  22,  and  23.  There  are 
a  number  of  styles  available,  the  exact  construction  being  varied 
in  accordance  with  the  need  of  the  individual  installation. 


62         TECHNICAL  BULLETIN    18  7,   U.   S.   DEPT.   OF  AGRICULTURE 


HAY  CHUTES 


Open  hay  chutes  interfere  with  ventilation  and  should  not  be  used 
as  foul-air  shafts.  Plate  7,  C,  shows  how  roof  boards  and  rafters 
were  rotted  and  broken  when  moisture-laden  air  from  the  stable  was 
permitted  to  rise  through  the  hay  opening  and  to  condense  on  the  roof 


Figure  21. — Automatic  intake  witb  vertical-axle  type  of  valve 


Figure    23. — Automatic   intake   with 
horizontal-axle  type  of  valve 


Figure    22. — Automatic   intake   with   horizontal- 
axle  type  of  valve 

timbers.  There  were  no  ventilators  in  this  barn.  Metal  cupolas 
were  installed  on  the  roofs  of  a  number  of  barns  visited,  but  no  special 
ventilation  flues  were  provided.  The  roof  sheathing  boards  were 
found  to  be  dripping  with  moisture,  and  the  hay  around  the  opening 
was  damp  and  unfit  for  food. 

It  is  obvious  that  the  bottom  of  hay  chutes  can  not  be  left  open  if 
the  foul-air  flues  are  to  function  properly.     Air  will  seek  the  easiest 


VENTILATIOlSr   OF   FARM  BARNS  63 

passage,  and  a  large  opening  in  the  mow  floor  provides  a  means  of 
quick  exit  for  the  warm  stable  air.  These  openings  should  be  closed 
by  means  of  easily  operated  hinged  or  sliding  doors. 

Two  of  the  barns  tested  had  hay  chutes  built  on  the  outside  wall, 
as  shown  in  Plate  8,  C,  a  very  convenient  arrangement,  saving  labor 
and  providing  storage  for  the  daily  supply  of  hay.  Covered  passage- 
ways or  doors  over  stairways  should  be  well  insulated  to  minimize 
condensation.  The  temperature  in  most  mows  is  usually  not  more 
than  1°  or  2°  above  the  outside  temperature. 

DETERMINATION  OF  FLUE  SIZES 

CONSroERATION  OF  BASIC  FACTORS 

The  capacity  of  the  ventilation  system  is  determined  by  the  amount 
of  heat  generated,  the  average  mean  outside  temperature,  and  the  size 
of  outtakes  and  intakes.  The  total  area  of  the  intakes  is  usually  the 
same  as  that  of  the  outtakes,  but  they  are  of  smaller  size  and  greater 
number.  It  is  important  to  so  distribute  the  intakes  as  to  insure  a 
good  circulation  of  air  in  all  parts  of  the  stable.  The  full  capacity 
of  the  intakes  will  not  be  needed  during  cold  weather.  In  cold 
climates  therefore  the  total  intake  area  may  be  made  10  per  cent  or 
more  less  than  the  total  outtake  area  by  reducing  the  size  of  each 
intake  or  the  number  of  intakes.  There  is  little  economy  with  respect 
to  cost  in  reducing  the  size  of  the  intakes,  and  on  the  other  hand  it 
is  often  difficult  to  obtain  good  distribution  if  the  spacing  is  in  excess 
of  12  feet.  There  are  many  days  when  the  larger  area  would  be 
desirable. 

The  direction  of  the  wind  has  an  influence  upon  the  amount  of 
ventilation.  Sloping  roofs,  projecting  walls  and  adjacent  buildings 
cause  deflected  air  currents,  which  affect  the  functioning  of  the  venti- 
lators depending  upon  their  design. 

In  only  nine  (approximately  one-third)  of  the  tests  made  did  the 
average  wind  velocity  exceed  8.5  miles  per  hour,  but  in  some  sections 
of  the  country  the  wind  attains  at  times  such  high  velocities  that 
some  provision  must  be  made  to  offset  its  effect,  especially  during 
cold  weather.  In  such  sections  the  wdnd  is  likely  to  be  extremely 
variable ;  this,  and  the  fact  that  ventilation  is  particularly  necessary 
during  periods  of  calm  are  reasons  for  placing  no  dependence  upon 
the  wind  in  designing  a  ventilation  sj^stem  for  a  barn.  In  one  of  the 
tests  the  wind  velocity  varied  in  48  hours  from  practically^  no  move- 
ment at  all  to  40  miles  per  hour.  Fortunately  such  variations  are 
infrequent. 

The  outside  temperature  is  usually  the  most  dominant  of  the 
factors  affecting  outtake  flue  velocities  at  all  temperatures  below  20° 
(p.  48).  There  are  but  few  localities  in  the  United  States  where  the 
mean  monthly  temperature  for  January  is  below  0°  F.  When  the 
weather  is  above  freezing  doors  and  windows  may  be  used  as  auxil- 
iaries to  the  ventilation  system.  Hence  0°  and  32°  would  appear 
to  be  the  practical  temperature  limits  to  be  considered  in  the  deter- 
mination of  the  capacity  requirement  of  the  system.  It  is  desirable 
to  maintain  a  stable  temperature  of  not  less  than  45°  when  the  out- 
side temperature  is  0°.  In  design,  this  stable  temperature  may  be 
taken  as  the  lower  limit  and  53°  as  the  upper  limit  with  an  outside 


64        TECHNICAL  BULLETIN    18  7,  U.  S.  DEPT.   OF  AGRICULTURE 

temperature  of  32°,  assuming  a  variation  of  1°  in  stable  temperature 
for  each  4°  variation  outside.  Such  control  can  be  readily  obtained 
in  good  practice  of  ventilation  and  construction. 

The  number  of  days  annually  when  ventilation  normally  will  be 
required  may  be  obtained  from  Table  7.  It  is  obvious  that  greater 
consideration  must  be  given  to  the  temperature  factor  in  the  first 
zone,  where  ventilation  is  required  about  three-fourths  of  the  year, 
than  in  the  third  zone  where  ventilation  by  means  of  flues  is  required 
but  one-half  the  year. 

DEVELOPMENT  OF  FORMULA 

Economy  in  construction  demands  that  design  be  for  neither  the 
maximum  nor  minimum  temperatures  but  that  the  capacity  of  the 
system  meet  the  requirements  during  the  greater  part  of  the  stabling 
period.  In  warm  weather  large  flue  area  is  required,  whereas  during 
cold  weather  small  flues  suffice.  Thus  the  size  of  flues  will  vary 
from  small  to  large  according  to  the  difference  in  climatic  condi- 
tions in  the  several  zones,  the  smallest  flues  being  used  in  the  first 
zone. 

The  quantity  of  air  passing  through  the  outtakes  is  determined 
by  the  size  of  the  flue  and  the  velocity  of  air  movement.  It  has  been 
common  practice  to  assume  the  actual  velocity  of  air  passing  through 
a  flue  as  50  per  cent  of  the  theoretical  velocity.  In  these  tests, 
made  under  a  wide  variety  of  conditions,  it  was  found  that  this 
assumption  gives  higher  values  than  will  be  obtained  in  ordinary 
practice. 

The  velocity  of  air  passing  through  a  flue  is  dependent  upon  the  j 
pressure  inducing  flow.  Air  has  w^eight  and  exerts  pressure  as  « 
do  liquids.  The  velocity  with  which  a  liquid  will  escape  through 
an  opening  in  the  side  of  a  vessel,  when  acted  upon  by  the  weight 
of  the  liquid  alone,  is  expressed  b}^  the  formula  F=V2^/^  in  which 
V  is  the  velocity  of  escaping  liquid  in  feet  per  second,  g  the  accelera- 
tion of  gravity  (32.2  feet  per  second)  and  h,  the  height  in  feet  of 
the  free  surface  of  the  liquid  above  the  opening,  or  the  pressure  head. 
This  relation  holds  true  for  the  flow  of  gases.  Substituting  the 
value  of  g  and  expressing  V  in  terms  of  feet  per  minute  the  equation 
becomes 

7=  60  X  V2  X  32.2  X  ^=  60  X  8.02 V^ 

V  in  feet  per  minute  =  481 .2  V^  (1) 

Also  Q  =  V  A  where  Q  is  the  volume  in  cubic  feet  of  air  per  min- 
ute, V  velocity  of  flow  in  feet  per  minute  and  A  the  area  of  the  flue 
in  square  feet.  Where  the  volume  is  expressed  in  cubic  feet  per 
hour,  Q^  the  area  ^i,  in  square  inches  and  F  in  feet  per  minute 

^.  =  2l^  (2) 

It  is  known  that  when  the  temperature  of  a  given  weight  of  gas 
is  maintained  constant  the  volume  and  pressure  vary  inversely, 
and  that  when  the  pressure  of  a  given  weight  of  gas  is  maintained 
constant  the  volume  increases  in  proportion  to  its  change  in  absolute 


VENTILATION   OF   FARM  BAENS  65 

temperature.     The  absolute  temperature,  7",  corresponding  to   any 
Fahrenheit  temperature,  t^  is  found  by  adding  460  to  the  latter,  i.  e., 

In  two  flues  of  equal  cross-sectional  area  the  weights  of  the  air 
columns  within  vary  in  proportion  to  the  difference  in  heights  if  the 
temperatures  are  equal,  or  if  the  temperatures  differ  and  the  air  col- 
umns are  of  equal  weight,  the  heights  of  the  flues  will  vary  in  pro- 
portion to  the  absolute  temperatures.  In  a  flue  of  any  height,  H 
containing  stable  air  of  the  same  composition  as  the  outside  air  there 
will  be  no  movement  when  the  flue  temperature  and  the  outside  tem- 
perature, #0,  are  equal  as  the  air  will  have  the  same  weight. 

If  the  air  in  the  flues  is  warmed  to  a  given  temperature,  #s,  it  will 
expand  and  an  additional  height  of  flue,  Ai,  will  be  required  to  balance 
the  outside  air  column,  assuming  that  the  outside  temperature,  to^ 
remains  the  same.  The  expansion  of  air  is  in  proportion  to  the  rise 
in  absolute  temperature.  Since  the  height  of  the  flue  is  fixed,  this 
expansion  must  produce  unbalanced  air  columns  forcing  air  out  of 
the  flue  and  thus  inducing  movement  in  the  flue  in  proportion  to  the 
change  in  temperature.     This  relationship  may  be  expressed  thus: 

con^bining,  A.-^g^  (^> 

substituting  this  value  of  h^  in  equation  (1) 


This  expression  gives  the  theoretical  flue  velocity  in  a  flue  H  feet  in 
height  with  a  difference  in  temperature  of  (^s~"^o)-  But,  due  to 
friction  and  unaccountable  losses,  the  actual  velocity  obtained  in 
practice  will  be  less. 

The  coefficient  of  velocity  is  a  number  by  which  the  theoretical 
velocity  of  flow  is  to  be  multiplied  in  order  to  obtain  the  actual 
velocity.  Thus  if  k  be  the  coefficient  of  velocity,  V  the  theoretical 
velocity  and  Fi  the  actual  velocity  in  the  flue  then 

V^  =  Vk.  (5) 

The  values  for  k  must  be  determined  experimentally.  A  number 
of  tests  were  made  under  widely  varying  conditions  and  with  com- 
mon types  of  construction.  The  average  flue  velocities  obtained  in 
these  tests  are  given  in  Table  18  for  various  outside  temperatures 
and  at  stable  temperatures  which  may  be  obtained  readily. 

By  substituting  these  temperature  values  in  equation  (4),  theo- 
retical velocities,  as  in  Table  18,  are  obtained  for  the  given  range  of 
temperatures.  By  comparing  the  theoretical  velocities  with  the  ac- 
tual velocities  obtained  in  tests  it  is  found  that  the  average  coefficient 
of  velocity  is  slightly  less  than  0.4.  This  figure  may  be  used  in  de- 
termining the  area  of  flues  of  heights  commonly  found  in  farm 
barns.  Data  permitting  the  determination  of  a  coefficient  for  use  in 
the  design  of  shorter  flues  are  not  available. 
107343* 


66         TECHNICAL  BULLETIN    18  7,  U.   S.   DEPT.   OF  AGRICULTURE 
Table  18. — Coefficients  of  flite  velocities 


Air  velocity  in  flue  heights  of— 

42  to  48  feet  (average  45  feet) 

28  to  34  feet  (average  31  feet) 

Outside 

Stable 

Differ- 
ence 

Theo- 
retical 

Test 

Coef- 
ficient 

Theo- 
retical 

Test 

Coef. 
ficient 

Feet  per 

Feet  per 

Feet  per 

Feet  per 

">  F. 

°  F. 

o  jr 

minute 

minute 

minute 

minute 

0 

45 

45 

1,011 

430 

0.425 

834 

340 

0.408 

4 

46 

42 

972 

400 

.412 

807 

325 

.403 

8 

47 

39 

933 

365 

.391 

775 

310 

.400 

12 

48 

36 

891 

335 

.376 

740 

295 

.399 

16 

49 

33 

849 

300 

.353 

705 

280 

.397 

20 

50 

30 

807 

270 

.335 

670 

265 

.396 

24 

61 

27 

762 

235 

.308 

633 

2.50 

.395 

28 

52 

24 

717 

200 

.279 

595 

235 

.395 

32 

53 

21 

667 

170 

.255 

555 

220 

.396 

Substituting  this  value  of  k  in  equation  (5)  and  combining  with 


^1  =  0.4X481.2^/^?^*^^=  192.5^/ 
V  460  +  ^0  \ 


H(ts-to) 
460  +  ^0 


(6) 


It  has  been  found  that  the  temperature  factor  ^  ~ — -^—  may  be 

expressed  in  simpler  form  by  substituting  the  value  of  ts  and  ^o,  as 
given  in  Table  18,  and  plotting  the  values  of  the  temperature  factor, 
under  the  radical,  on  the  y  axis  and  values  of  to  on  the  x  axis.  The 
curve  obtained  in  this  manner  is  so  nearly  a  straight  line  that  the 
standard  intercept  form  of  expression  may  be  used  without  introduc- 
ing an  appreciable  error. 

The  general  expression  of  the  intercept  form  is  as  follows : 


y-y^<^>-^^^ 


(7) 


By  substituting  the  intercept  values  in  equation  (7)  and  simplifying, 
the  temperature  factor  may  be  expressed  as  (.313  — .0033^^0 )  and  by 
substituting  this  value  in  (6)  the  equation  becomes 


1^1=  V^(60.2- 0.64  g 


(8) 


in  which  Fi  is  the  velocity  in  the  outtake  flue  in  feet  per  minute,  H 
the  height  of  flue  in  feet,  and  to  the  mean  temperature  of  January 
for  the  locality.  Thus  is  developed  an  expression  of  velocities  that 
reasonably  may  be  expected  under  practical  working  conditions  in 
a  given  locality.  Before  substituting  the  value  Fi  in  equation  (2), 
it  is  necessary  to  determine  Q^,  the  volume  of  air  which  will  be  re- 
quired per  hour  per  head,  in  order  that  the  size  of  flue  necessary  to 
meet  these  requirements  may  be  calculated. 

The  air  circulation  required  to  give  the  desired  conditions  may  bo. 
determined  upon  the  basis  of  air  purity  (COo  production),  moisture 
removal,  heat  production,  or  a  combination  of  these.  In  determining 
the  size  of  flue  necessary  to  meet  the  King  standard  (p.  22)  a  velocity 


VENTILATION   OF   FABM   BARNS  67 

equal  to  50  per  cent  of  the  theoretical  flue  velocity  and  a  temperature 
difference  of  20°  between  the  stable  air  at  50°  F.  and  the  outside 
air  at  30°  was  assumed,  no  consideration  being  given  the  average 
temperature  variations  in  the  various  zones.  In  assuming  actual 
velocities  to  be  50  per  cent  of  the  theoretical,  the  values  obtained  are 
higher  than  those  secured  in  practice.  The  use  of  this  standard  with 
its  narrow  limitations  fails  to  give  satisfactory  results  under  many 
conditions. 

Investigations  by  Armsby  and  Kriss  {£)  showed  that  King's 
assumption  of  CO2  production  is  high,  and  they  suggested  that  a 
flow  of  3,452  cubic  feet  of  air  per  hour  per  head  was  sufficient  to 
maintain  the  desired  purity  of  air  within  the  stable.  In  both  of  these 
standards  the  ventilation  requirements  are  based  upon  the  CO2  pro- 
duction, and  little  consideration  is  given  to  the  temperature  and 
moisture,  factors  which  can  not  be  disregarded. 

The  moisture  content  of  the  air  varies  according  to  its  temperature 
and  relative  degree  of  saturation,  hence  the  air  required  for  the 
removal  of  the  average  production  of  moisture  will  vary  under  dif- 
ferent stable  conditions.  The  average  rate  of  moisture  production 
by  a  cow  giving  20  pounds  of  milk  daily  is  15  pounds  per  day  or 
4,375  grains  per  hour  (^).  This  amount  must  be  removed  hourly  by 
ventilation  to  prevent  an  increase  in  the  degree  of  saturation  within 
the  stable.  Weather  Bureau  data  (11)  gives  the  relative  humidity, 
under  average  weather  conditions  during  January,  as  85  per  cent  of 
saturation.  At  a  stable  temperature  of  45°  F.  the  stable  humidity 
should  not  exceed  85  per  cent  and  this  percentage,  or  less,  may  be 
maintained  with  good  ventilation.  At  a  stable  temperature  of  53° 
a  relative  humidity  of  75  per  cent  is  obtainable  in  ordinary  good 
practice.  These  limiting  values  are  used  in  comparing  the  several 
standards  with  proportional  values  for  the  intermediate  points. 

By  basing  calculations  upon  these  limits,  it  is  found  that  to  remove 
4,375  grains  per  hour  there  would  be  required  approximately  1,800 
cubic  feet  of  air  per  hour  with  the  air  entering  at  0°  F.  temperature 
and  normal  degree  of  saturation,  whereas  at  32°  outside  temperature 
a  little  more  than  2,700  cubic  feet  would  be  required.^  These  data, 
which  are  conservative,  serve  for  the  determination  of  flue  sizes  on 
the  basis  of  moisture  removal. 

Another  common  method  that  has  been  used  in  estimating  the  ca- 
pacity of  the  ventilation  system  is  based  upon  obtaining  a  definite 
number  of  dilutions  of  air  per  hour,  commonly  three.  It  is  readily 
seen  that  flue  sizes  determined  upon  this  basis  will  vary  widely  since 
the  volume  of  air  space  per  head  varies  greatly  according  to  the  con- 
struction. However,  it  has  been  found  that  good  stable  temperatures 
with  3.5  dilutions  per  hour  may  be  maintained  in  a  well-constructed 
barn  if  the  allowance  of  cubic  air  space  per  head  is  in  accordance 
with  the  formula  given  on  page  26. 

No  one  size  of  flue  will  meet  the  requirements  of  all  temperatures. 
Figure  14  shows  that  flue  velocities  vary  inversely  with  the  outside 
temperature.    The  maximum  flue  size  need  not  exceed  that  required 

■^  Air  at  32°  F.  and  85  per  cent  relative  humidity  contains  1.796  grains  of  moisture  per 
cubic  foot  of  dry  air  (8)  :  at  53°  and  75  per  cent  relative  humidity  it  holds  3.394  grains 
and  it  would  require  about  2.700  [4375-^  (3.394-1.796)  =2,738]  cubic  feet  of  air  per 
cow  per  hour  to  remove  the  average  production  of  moisture. 


68         TECHNICAL  BULLETIN    18  7,  U.   S.   DEPT.   OF  AGRICULTURE 

at  an  outside  temperature  of  32°  F.  as  the  barn  will  seldom  be  closed 
tightly  at  higher  temperatures.  A  proportionately  smaller  flue  will 
be  required  in  the  colder  localities  in  order  to  supply  a  given  amount 
of  air. 

It  is  obvious  that  in  localities  having  a  mean  January  temperature 
of  32°  F.  or  higher  there  will  be  a  large  proportion  of  warm  days. 
Hence  the  maximum  flue  size  would  be  required  in  such  localities, 
and  the  total  area  of  the  flues  would  be  needed  during  most  of  the 
time.  In  every  locality  there  are  a  number  of  days,  varying  with  the 
location,  during  which  the  full  capacity  of  the  system  is  needed.  It 
is  obvious  that  to  provide  for  the  maximum  requirements  would  be 
uneconomical  and  that  the  size  of  flue  should  be  determined  upon  the 
basis  of  the  local  weather  conditions.  This  hypothesis  is  the  basis  for 
a  new  standard  for  the  determination  of  flue  sizes. 

Figure  24  affords  a  means  of  comparing  flue  sizes  based  on  the 
requirements  of  these  different  standards.  A  flue  height  of  31'  feet, 
the  average  of  the  most  common  dimensions   (28  to  34  feet)    is 


0  2         4         6  8         10        12        14       16        18        20        22       24       26 

Outside  mean  tempera+ure   for  January    ("F.^ 

FiGDBB  24. — Comparison  of  flue  sizes,  for  dairy  barns,  as  determined  by  various  stand- 
ards, witti  flue  heights  ranging  from  28  to  34  feet 

used  for  the  purpose  of  illustration  and  the  comparison  is  niade 
upon  the  basis  of  identical  outside  temperatures,  other  conditions 
being  equal.  The  ordinates  represent  the  flue  area  in  square  inches 
per  head  of  average-size  cow  while  the  abscissas  represent  the 
mean  monthly  temperature  for  January.  The  chart  shows  the  flue 
area  required  as  determined  by  the  various  methods  for  given  out- 
side temperatures. 

Curve  A  represents  the  flue  size  used  in  common  practice  for  the 
stated  flue  height  and  is  based  upon  King's  standard  of  20°  dif- 
ference in  temperature  (p.  66).^  In  this  method  no  consideration 
is  given  to  variation  in  requirements  owing  to  local  conditions.  At 
low  temperatures  the  sizes  are  larger  than  necessary  while  at  warm 
temperatures  they  are  too  small. 

8  The  calculations  necessary  in  the  determination  of  flue  sizes  according  to  this  standard 
may  be  simplified  by  the  use  of  the  formula  suggested  by  J.  L.  Strahan  (42). 


VENTILATION   OF   FAEM   BARNS  69 

Curve  B  is  based  on  velocities  obtained  in  tests  (fig.  14)  and 
the  quantity  of  air  (3,542  cubic  feet  per  hour)  required  to  remove 
the  average  production  of  CO2,  these  values  being  substituted  in 
equation  (2).  If  50  per  cent  of  the  theoretical  velocities,  as  obtained 
by  equation  (4),  and  the  above  quantity  of  air  as  recommended  by 
King  are  used  curve  D  will  be  obtained. 

Curve  C  is  obtained  as  is  curve  B  except  that  the  air  require- 
ment suggested  by  Armsby,  namely,  3,452  cubic  feet,  is  used. 

Curve  E  represents  the  flue  sizes  necessary  if  the  velocities  re- 
corded in  tests  are  used  and  3.5  dilutions  of  air  per  hour  are 
desired,    the    volume    per    head    being    based    upon    the    formula 

=  —jy-  on  page  26. 

Curve  F  represents  the  flue  sizes  necessary  to  remove  the  average 
moisture  production.  The  quantity  of  air  required  will  vary  be- 
tween the  limits  given  on  page  67  in  accordance  with  the  variation 
of  temperature  and  humidity. 

Again  referring  to  Figure  24  it  will  be  noted  that  the  largest  flue 
areas  are  required  at  32°  F.  At  this  temperature  the  full  capacity  of 
the  system  will  be  needed  to  remove  the  CO2  and  moisture  as  well  as 
the  heat  produced  by  the  animal.  A  flue  area  of  38  square  inches 
will  be  required  to  remove  the  CO2  (curve  B)  and  29  inches  to  remove 
the  moisture  (curve  F).  The  larger  size  will  meet  all  the  require- 
ments since,  if  the  barn  becomes  too  warm,  the  doors  and  windows 
may  be  opened.  In  a  locality  having  a  mean  January  temperature 
of  32°  or  more  the  entire  flue  area  would  be  required  frequently, 
whereas  in  colder  sections  warm  days  would  be  less  frequent  and  a 
lesser  flue  area,  proportioned  to  the  lower  temperatures,  would  be 
sufficient,  thus  making  for  economy  of  construction  and  convenience 
in  regulating  the  system.  To  base  the  flue  size  upon  a  standard  re- 
quirement per  head  irrespective  of  locality  is  uneconomical  and  un- 
wise since  too  much  restriction  of  unnecessarily  large  flues  would 
result  in  inefficient  operation  during  cold  weather. 

The  sizes  shown  in  curve  A  satisfy  the  CO2  requirements  (curve  B) 
at  all  temperatures  below  19°  F.,  but  are  too  small  at  higher  tem- 
peratures. The  size  of  flue  required  to  remove  the  moisture  at  a  tem- 
perature of  32°  (curve  F)  is  29  square  inches.  Curve  B  gives  sizes 
less  than  29  inches  at  temperatures  below  13°.  Since  periods  of  this 
temperature  occur  in  all  localities,  it  would  appear  that  the  flues 
should  be  made  of  sufficient  size  to  remove  at  least  the  average  amount 
of  moisture  produced,  one  of  the  important  functions  of  the  ven- 
tilation system.  The  dotted  line  at  29  inches  shows  the  temperature 
below  which  the  size  of  flues,  determined  by  the  several  methods,  will 
not  satisfy  the  moisture-removal  requirements.  However,  this  size 
is  too  small  at  temperatures  above  13°  to  remove  CO2  produced  and 
keep  the  air  of  desired  purity.  In  the  warm  sections  the  flue  should 
be  of  sufficient  area  to  remove  the  CO2,  and  in  the  cold  localities  the 
flue  should  not  be  made  so  small  as  to  prevent  the  removal  of  mois- 
ture during  the  warm  days.  It  appears  reasonable  that  the  flue  sizes 
should  vary  between  the  limits  of  29  and  38  inches  per  head  accord- 
ing to  the  intermediate  temperatures,  and  these  flue  sizes  would  sat- 
isfy the  requirements  of  CO2  and  moisture  removal  at  all  times. 


70         TECHNICAL  BULLETIN    18  7,   U.   S.   DEPT.   OF  AGRICULTURE 

These  sizes  are  represented  by  curve  G  and  make  for  greater  economy 
in  construction  than  the  sizes  obtained  by  curve  A,  present  practice, 
in  all  localities  having  a  mean  January  temperature  of  9°  or  less.  In 
the  warmer  sections  their  use  would  result  in  better  ventilation. 

It  was  found  by  trial,  using  Weather  Bureau  temperature  data  for 
several  stations  selected  at  random,  that  the  sizes  obtained  from  curve 
G  conform  to  the  average  of  the  flue  areas  which  would  be  used  most 
frequently  in  a  given  locality.  The  daily  outside  temperatures  were 
studied  and  the  flue  area  for  these  days  obtained  by  curve  G.  When 
the  total  of  the  areas  for  each  day  was  divided  by  the  total  number  of 
days  on  which  the  temperature  was  below  32°  F.  it  was  found  that 
the  average  area  was  nearly  the  same  as  that  obtained  by  the  use  of 
curve  G  with  the  average  January  temperature  of  that  locality. 
Hence  the  use  of  the  average  January  temperature  as  a  basis  for  the 
determination  of  flue  sizes  appears  to  be  justified.  It  is  obvious  that 
the  flue  sizes  obtained  by  this  method  w^ould  be  in  agreement  with 
average  climatic  conditions  and  would  be  most  efficient  as  they  would 
be  proportioned  to  the  length  of  ventilating  season.  When  these  sizes 
are  compared  with  the  amount  of  ventilation  obtained  during  tests 
made  under  various  weather  conditions  and  in  accordance  with  com- 
mon practice  in  operation,  they  are  shown  to  be  practical.  They  may 
be  varied  according  to  the  size  of  the  animal  by  basing  the  calcula- 
tions upon  the  requirements  of  the  equivalent  amount  of  stock  of 
average  size. 

The  graphic  comparison  shown  in  Figure  24  is  of  value  in  com- 
paring the  different  standards,  and  from  it  may  be  obtained  flue 
sizes  determined  by  any  of  the  methods  just  described.  The  flue  sizes 
may  also  be  determined  by  means  of  an  easily  remembered  formula 
that  for  curve  G  in  terms  of  outside  temperature  and  flue  heights,  has 
been  developed  as  follows: 

The  minimum  flue  size  (Aq)  obtained  by  the  new  method,  curve  G, 
is  based  upon  the  quantity  of  air  required  to  remove  the  average 
amount  of  moisture,  or  2,700  cubic  feet  per  hour,  at  32°  F.  while  the 
maximum  flue  size  (^32),  is  based  on  the  King  standard  for  the 
removal  of  CO2  produced  or  3,542  cubic  feet  of  air  per  hour.  By  sub- 
stituting these  values  in  equations  (2)  and  (5) 

_QiX2.4_2,700X2.4_6,480  .. 

^0-         y^        -  y^  y^  W 

.    _  Qi  X  2.4  _  3,542  X  2.4  _  8,500  ,     . 

^32-       Vi      ~         Vi        ~    Vi  ^^"^ 

The  values  of  Fi  at  a  temperature  of  32°  F.  may  now  be  substi- 
tuted in  equation  (8)  and  combined  with  (9)  and  (10),  then 

.  6,480  _^    _        6,480  _   6,480    _  163     ,^^. 

'      73^(60.2  -  .64^0)     V^(60.2-  .64X32)     39.7V^     V^ 

8,500  ^  8,500  _   8,500^ _  214      .^^. 

''      ■^'H{Q0.2  -  .Mto)     VS(60.2-. 64X32)     39.7  V^     V^ 


VENTILATION    OF    FARM   BARNS  71 

According  to  the  original  hypothesis  a  flue  in  a  locality  in  which 
the  mean  January  temperature  is  0°  F.  must  be  of  sufficient  area  to 
permit  removal  of  the  moisture  when  the  temperature  warms  to  32°. 

By  using  the  values  Ao=-i:^-  and  Asg^-y— as  the  minimum  and 

maximum  flue  areas  and  substituting  in  (7)  the  expression  for  curve 
G  may  be  obtained. 

Then  the  area,  A,  for  any  outside  temperature,  ^o,  may  be  obtained 
as  follows: 

iPQ      /^214_163\ 

^^  32-0  ~ 

Simplifying 

163  +  1.6aj 

or 

This  general  expression  may  be  used  in  determining  flue  sizes  for 
a  locality  where  the  mean  January  temperature  is  known.  If  the 
mean  January  temperature  is  not  available  its  approximate  value 
may  be  obtained  from  the  zone  map  (fig.  4)  and  the  formula  on 
page  26. 

Flue  sizes  obtained  by  this  method  are  conservative  and  are  in 
accord  with  the  average  climatic  conditions  and  length  of  ventilat- 
ing season  in  any  locality.  By  comparing  them  with  sizes  tested  in 
practical  operation  under  various  weather  conditions,  they  are  found 
to  be  satisfactory.  Flue  sizes,  based  upon  present  practice  in  design, 
as  represented  in  curve  A,  are  too  small  in  the  warmer  sections  and 
larger  than  necessary  in  cold  sections.  Since  it  is  obviously  unwise 
and  uneconomical  to  provide  for  extreme  conditions  flue  design 
should  be  based  on  local  conditions  so  that  the  farmer  may  obtain 
the  maximum  circulation  of  air  and  at  the  same  time  maintain 
comfortable  conditions  within  the  stable. 


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ORGANIZATION  OF  THE 
UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 

June   5.   1930 


Secretary  of  Agriculture Abthur  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension  Work C.  W.  Warbubton. 

Director  of  Personnel  and  Business  Admin-    W.  W.  Stockbeegeb. 
istration. 

Director  of  Information M.  S.  Eisenhower. 

Solicitor E.  L.  Mabshall. 

Weather  Bureau Charles  F.  Maevin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohleb,  Chief. 

Bureau  of  Dairy  Industry O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylob,  Chief, 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Mablatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  PuMic  Roads Thomas  H.  MacDonald,  Chief, 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief, 

Plant  Quarantine  and  Control  Administration-  Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Food,  Drug,  and  Insecticide  Administration—  Walter  G.  Campbell,  Director  of 

Regulatory  Work,  in  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Lihrary Claeibel  R.  Barnett,  Librarian. 


This  bulletin  is  a  contribution  from 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  Chief. 

Division  of  Agricultural  Engineering S.  H.  McCroby,  Chief. 

75 


0.  5.  GOVERNMENT  PRINTING  OFFICE:  1930 


Technical  Bulletin  No.  186 


July,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


THE    BACTERIAL    BLIGHT    OF    BEANS 
CAUSED  BY  BACTERIUM  PHASEOLP 

By  W.  J.  Zaumeyer* 

Assistant  Pathologist,  Office  of  Horticultural  Crops  and  Diseases,  Bureau  of 

Plant  Industry 


CONTENTS 


Page 

Introduction ._. 1 

History  of  the  disease 2 

Host  plants 3 

Distribution  and  economic  importance 4 

Symptoms 5 

Moisture  as  a  factor  influencing  infection...  6 

Transmission  of  bacterial  blight 9 

Seed  transmission 9 

O  verwintering  on  bean  straw 10 

Insect  transmission 11 

Dew  as  a  factor  in  dissemination 11 

Other    environmental    factors    affecting 

dissemination 11 

The  presoaking  of  seed  as  a  factor  in 

dissemination 13 


Page 

Relation  of  parasite  to  host. 13 

Materials  and  methods 13 

Relation  of  parasite  to  leaf  tissue.. 14 

Relation  of  parasite  to  stem  tissue 16 

Cell-wall    disintegration    through    bacterial 

action 21 

Relation  of  the  parasite  to  pods  and  seeds.  23 

Penetration  of  bacteria  into  the  cotyledon. . .  27 

Varietal  resistance 30 

Methods 30 

Varietal  tests 32 

Summary ...■. 33 

Literature  cited 34 


INTRODUCTION 

Since  the  intensive  culture  of  any  crop  results  in  the  introduction 
and  increase  of  infectious  diseases,  a  general  survey  of  the  occur- 
rence of  bean  maladies  was  undertaken  in  Wisconsin.  From  ob- 
servations made  it  was  evident  that  the  principal  diseases  which  oc- 
cur in  that  State  are  the  bacterial  blights,  caused  by  the  widespread 
Bacteriumn  phaseoli  EFS.  and  Bad.  medicaginis  var.  yhaseolicola 
Burk.  and  the  relatively  unimportant  Bad.  -flaccumfaciens  Hedges. 
Anthracnose  caused  by  C olletotrichum  lindemuthianum  (Sacc.  et 
Magn.)  B.  et  C.  and  a  fungous  root  rot  caused  by  Fusariwrn  martii 
phaseoli  Burk.  are  of  little  consequence  except  in  certain  years  when 
conditions  are  extremely  favorable  for  their  development.  Mosaic 
is  of  common  occurrence  and  often  causes  severe  damage,  particu- 
larly to  the  Refugee  varieties. 

1  Presented  in  partial  fulfillment  of  the  requirements  for  the  degree  of  doctor  of  philosophy  at  the  Univer- 
sity of  Wisconsin. 

»  The  writer  is  indebted  to  L.  R.  Jones,  at  whose  suggestion  the  problem  was  undertaken,  for  the  advice 
and  encouragement  he  gave  throughout  the  course  of  the  investigation;  to  J.  C.  Walker  for  many  helpful 
suggestions  and  criticisms  offered  during  the  progress  of  the  work;  and  to  L.  L.  Harter  and  Florence  Hedges, 
for  careful  reading  of  the  manuscript. 

106267—30 1 


2  TECHNICAL  BULLETIN   18  6,  U.  S.  DEPT.  OF  AGRICULTURE 

BQcaui»Q  ol'  Jls  almosi  universal  presence  and  the  great  loss  it 
ocf^asions,  a  study  of  Bacteriuiiv  phaseoli  was  initiated.  This  or- 
ganism and  the  disease  it  produces  were  described  more  than  30  years 
ago.  It  was  not  until  recently,  however,  that  bean  blight  was 
separated  into  three  distinct  bacterial  diseases,  as  noted  above. 
Since  they  now  occur  more  or  less  intermingled  and  produce  symp- 
toms that  overlap  in  their  chnracteristics,  it  is  probable  that  in  the 
past  they  were  all  grouped  w  itli  the  common  bean  blight  caused  by 
Bad.  phaseoli.  Previous  investigators  in  working  w^th  Bact. 
■phaseoli  have  given  chief  attention  to  the  bacteriological  characters 
of  the  pathogene.  It  is  the  purpose  of  this  bulletin  to  review  briefly 
the  known  features  of  the  disease  and  to  give  a  detailed  account  of 
the  writer's  investigations  dealing  with  the  environmental  factors 
that  influence  dissemination,  infection,  and  varietal  resistance,  and 
especially  with  the  relationship  of  the  parasite  to  the  host. 

HISTORY  OF  THE  DISEASE 

The  disease  of  beans  caused  by  Bacteriwrn  phaseoli  is  probably 
of  American  origin.  It  was  reported  by  Halsted  (i5),^  who  stated 
that  the  disease  was  first  brought  to  his  attention  by  a  large  seed 
company  in  New  Jersey.  Later,  Smith  {32)  isolated,  named,  and 
described  the  organism.  Delacroix  {9)  recorded  a  disease  of  beans 
near  Paris  that  may  have  been  the  same  as  that  described  by  Smith. 
A  further  account  of  the  cultural  characters  of  the  organism  was 
published  in  a  second  paper  by.  Smith  in  1901  {33).  In  the  same 
year  Halsted  {16)  described  the  field  symptoms  and  experimented 
with  possible  preventive  measures  such  as  irrigation,  shading,  sprin- 
kling, and  crop  rotation.  Sackett  {30)  and  Whetzel  {39)  each  pub- 
lished a  brief  account  of  the  disease.  Fulton  {13)  described  the 
field  characteristics  of  the  disease  and  discussed  measures  of  control. 
He  experimented  with  the  hot-wat>er  seed  treatment  and  spraying, 
and  tested  the  comparative  resistance  and  susceptibility  of  a  num- 
ber of  varieties.  Edgerton  and  Moreland  {11)  published  an  account 
o,f  bacterial  blight  from  the  standpoint  of  the  resistance  of  the  or- 
ganism to  drymg.  They  experimented  with  seed  treatment  and 
concluded  that  benetol  and  corrosive  sublimate  had  given  good  re- 
sults.    They  suggested  also  the  use  of  home-grown  seed. 

That  the  organism  can  live  over  winter  in  diseased  bean  trash 
and  may  also  be  carried  to  clean  fields  in  manure  was  shown  by 
Muncie  {25).  His  seed  treatments  with  chemical  solutions  and  with 
moist  and  dry  heat  failed  to  give  results.  He  recommended  the  use 
of  clean  seed  obtained  by  pod  selection.  In  a  general  survey  of 
the  disease  Kapp  {28)  reported  that  seed  2  to  3  years  old  produced 
blight-free  plants.  Seed  treatments  with  chemicals  and  hot  water 
he  found  to  be  impracticable. 

The  vascular  nature  of  the  disease  was  first  reported  by  Barss  (^), 
who  found  by  internal  microscopic  examination  that  the  xylem 
vessels  of  the  affected  plants  were  filled  with  bacteria  not  only  toward 
the  base  but  usually  throughout  the  entire  stem  and  even  out  into 
the  branches,  petioles,  and  veins.     He  likewise  traced  the  bacteria 

2  Italic  numbers  in  parentheses  refer  to  Literature  Cited,  p.  34. 


BACTERIAL  BLIGHT   OF   BEANS  6 

in  many  instances  from  the  xylem  vessels  of  the  main  stem  to  the 
suture  of  the  pod.  He  showed  that  the  bacteria  entered  through 
the  vascular  system  of  the  seed  without  producing  any  outward  symp- 
toms. He  stated  that  the  death  of  seedlings  can  be  accounted  for  by 
invasion  into  the  vascular  system  from  infected  cotyledons. 

Coincidently  with  Barss,  Burkholder  (5)  likewise  reported  the 
blight  of  beans  as  a  systemic  disease  and  showed  that  the  organism 
produced  wilt  symptoms  by  plugging  the  vessels.  He  also  stated 
that  since  the  disease  is  of  a  systemic  nature,  the  seeds  may  become 
infected  without  producing  lesions  on  the  pods,  a  fact  which  is  of 
considerable  importance  from  the  standpoint  of  control. 

A  comparison  of  the  cause  of  soybean  pustule,  Bactemvmi  phaseoli 
sojense  Hedges,  with  Bact.  phaseoli  was  made  by  Hedges  {18)^ 
who  worked  principally  w4th  the  cultural  characteristics  of  both 
organisms. 

Rands  and  Brotherton  {27)  experimented  with  several  of  the 
common  bean  diseases  and  made  tests  for  disease  resistance  with 
170  varieties  of  beans  from  the  United  States  and  493  varieties  ob- 
tained from  23  foreign  countries. 

A  new  bacterial  disease  of  beans  caused  by  Bdcterium  flaccmm- 
faciens  was  reported  by  Hedges  {19)^  who  named  and  described  the 
organism  and  m.ade  a  thorough  study  of  the  cultural  characteristics  in 
comparison  with  Bact.  phaseoli. 

Burkholder  (7)  described  a  new  bean  disease  caused  by  Bacterium 
medicaginis  var.  pha^eolicola  as  being  widespread  in  New  York.  He 
named  and  described  the  organism  and  gave  the  general  characters 
of  the  disease  in  comparison  with  those  caused  by  Bact.  phaseoli  and 
Bact.  flaccuinfaciens. 

A  report  on  the  serological  differentiation  of  Bacterium  cmnpestre 
EFS.,  Bact.  -flaccumfacieiis^  Bact.  phaseoli^  and  Bact.  phaseoli  sojense 
was  published  by  Link  and  Sharp  (22).  They  showed  that  these 
four  pathogenes  could  be  differentiated  by  agglutination  tests  and 
that  serologically  Bact.  campestre.^  although  distinct  from  Bact. 
phaseoli  and  Bact.  phaseoli  sojense^  was  closely  related  to  them  and 
more  remotely  related  to  Bact.  -fiaccumfcuiiens.  Sharp  (SI)  reported 
on  morphological,  physiological,  and  serological  studies  together  with 
virulence  and  acid  agglutination  studies  of  Bact.  fla^cumfaciens^ 
Bact.  phaseoli^  and  Bact.  phaseoli  sojense  and  concluded  that  these 
three  species  all  differ  and  can  be  differentiated  by  the  use  of  the 
agglutination  test.  Bact.  flaccumfaciens  serologically  stands  apart 
from  Bact.  phaseoli  and  Bact.  phaseoli  sojense^  which  are  very 
closely  related. 

HOST  PLANTS 

It  is  generally  recognized  that  practically  all  the  commercial  va- 
rieties of  the  common  bean,  Phaseolus  vulgaris  L.,  are  susceptible  to 
the  bacterial  blight  caused  by  Bacteriv/m  phaseoli.  The  studies 
of  other  workers  have  shown  that  the  following  are  also  hosts  of 
the  organism:  The  Scarlet  Runner,  P.  coccineics  L. ;  the  civet  bean, 
P.  Iu7mtus  L. ;  the  Lima  bean,  P.  Iwnatus  var.  macrocarpus  Benth. ; 
the  pinto  bean,  a  variety  of  P.  vulgaris;  the  white  tepary  bean,  P, 
acutifolius  latif alius  Gray;  the  moth  bean,  P.  aconitifolius  Jacq.; 
the  adzuki  bean,  P.  angularis  (Willd.)  W.  F.  Wight;  the  urd  bean, 


4  TECHNICAL  BULLETIN   18  6,  U.  S.  DEPT.  OF  AGRICULTURE 

P.  rmingo  L. ;  and  the  black-eyed  cowpea,  Vigrna  sinensis  (L.)  Endl. 
Gardner  (H)  has  reported  that  the  trailing  wild  bean,  Strophostyles 
helvola  (L.)  Britton,  is  a  wild  host.  In  the  writer's  inoculation 
work  it  was  observed  that  the  hyacinth-bean,  Dolichos  lablah  L.,  is 
also  susceptible. 

i  DISTRIBUTION  AND  ECONOMIC  IMPORTANCE 

The  geographical  distribution  of  bacterial  blight  is  not  completely 
known.  It  probably  occurs  in  every  State  in  the  Union,  but  little  is 
known  about  its  occurrence  in  other  parts  of  the  world.  Delacroix 
(9)  reported  what  appears  to  have  been  the  same  disease  from 
France,  and  Ideta  (20)  reported  it  from  Japan  in  1903.  It  was  also 
reported  from  the  Philippine  Islands  by  Keinking  (29)  in  1919, 
and  from  South  Africa  in  the  same  year  by  Doidge  {10).  Skoric, 
formerly  of  the  laboratory  of  plant  pathology.  University  of  Wis- 
consin, in  conversation  with  the  writer,  stated  that  the  same  disease 
is  widespread  in  Yugoslavia. 

Next  to  anthracnose,  bacterial  blight  is  the  most  important  disease 
of  beans.  According  to  the  Plant  Disease  Keporter,*  it  was  reported 
from  New  York  in  1918  that  the  blight  was  prevalent  in  75  per  cent 
of  the  bean  fields  and  caused  very  serious  damage.  In  1919  the 
disease  caused  an  extremely  high  loss  throughout  the  bean-growing 
districts.  In  that  year  Colorado  suffered  a  loss  of  from  40  to  60  per 
'Cent  of  the  crop,  with  a  decrease  in  yield  of  about  35  per  cent.  In 
^ew  York,  which  produced  about  1,660,000  bushels  of  dry  beans  in 
1918,  or  nearly  one-eleventh  of  the  total  yield  in  the  United  States, 
it  was  estimated  that  from  5  to  10  per  cent,  with  a  possible  average 
of  7  per  cent,  or  about  125,000  bushels,  was  lost  through  the  disease. 

In  1921  this  disease  continued  to  be  a  very  serious  menace  to  the 
bean  industry.  It  was  prevalent  over  the  entire  eastern  United 
States  except  in  Vermont  and  New  Hampshire.  The  most  severe 
loss  was  in  Michigan,  estimated  to  be  25  per  cent  of  the  crop.  In 
1922  the  total  loss  throughout  the  United  States  was  about  10  pei 
cent,  and  the  same  was  true  in  1923.  In  1924  New  York  reported 
serious  losses,  even  greater  than  in  the  previous  year,  and  a  reduction 
in  yield  estimated  at  10  per  cent.  In  1925  the  largest  losses  were 
reported  from  NTew  York,  Louisiana,  Indiana,  and  Iowa.  Keduc- 
tion  in  yield  averaged  about  15  per  cent.  The  damage  in  1926, 
caused  by  the  bacterial  blight,  was  about  the  same  as  in  the  pre- 
vious year,  New  York  reporting  the  largest  loss  (10  to  15  per  cent 
damage),  while  New  Jersey,  Ohio,  Colorado,  and  Arizona  all  re- 
ported losses  ranging  from  5  per  cent  and  lower. 

In  1927  reports  again  showed  serious  losses  from  the  blight, 
Indiana  and  Louisiana  reporting  losses  of  4  per  cent  of  the  crop; 
Michigan  and  Montana,  3  per  cent ;  Connecticut,  Maryland,  Virginia, 
Wisconsin,  Minnesota,  Mississippi,  and  Texas,  1  to  1.5  per  cent. 
Linford,  reporting  from  Utah,  estimated  a  killing  of  from  5  to  95 
per  cent  of  the  plants  in  numerous  fields.    The  average  loss  through- 

*  United  States  Department  of  Ageicdltdrb,  Bureau  op  Plant  Industry,  plant 
DISEASE  SURVEY  BULLETIN.  V.  2,  1918 ;  V.  3,  1919 ;  V.  4,  1920 ;  v.  5,  1921 ;  v.  6,  1922 ; 
y  7,  1923;  V.  8,  1924;  v.  9,  1925;  v.  10,  1926;  v.  11,  1927;  v.  12,  1928.  1918-1928. 
[  Mimeographed.  ] 


BACTEEIAL   BLIGHT   OF  BEANS  O 

out  the  United  States  was  estimated  at  1.4  per  cent,  or  a  total  of 
approximately  226,000  bushels  of  beans. '^ 

SYMPTOMS 

Although  the  symptoms  of  bacterial  blight  have  been  accurately 
described  by  several  investigators,  there  is  included  here  a  descrip- 
tion of  its  appearance  as  observed  on  different  parts  of  the  bean  plant 
at  various  stages  of  maturity. 

Probably  the  most  striking  evidence  of  the  disease  is  on  the  leaves. 
Here  the  lesions  first  appear  on  the  lower  side  as  small,  water-soaked 
spots  in  the  center  of  which,  as  they  develop,  a  slight  incrustation 
of  bacterial  exudate  is  found.  The  lesion  is  surrounded  by  a  yel- 
lowish halolike  zone.  These  lesions  gradually  enlarge  and  may 
coalesce  with  others,  producing  a  brown  scaldedlike  area  which  in 
time  causes  a  defoliation  of  the  plant. 

Bacteria  from  diseased  seeds  often  produce  very  peculiar  lesions 
on  the  first  primary  leaves.  Here  large  angular  water-soaked  areas 
appear  on  the  opposite  leaves  at  similar  positions,  indicating  that 
the  initial  infection  took  place  while  the  leaves  were  still  folded 
between  the  cotyledons.  These  differ  from  the  small  water-soaked 
circular  secondary  lesions  in  that  they  are  larger  and  decidedly 
angular.  On  the  young  trifoliolate  leaves  a  very  unusual  symptom 
appears  in  many  cases  when  infection  is  severe,  the  bacteria  entering 
the  small  veinlets,  causing  a  slight  discoloration  of  the  adjacent  tis- 
sues and  a  retardation  of  development  in  this  region.  With  a  rapid 
growth  in  the  uninfected  areas,  a  puckered  appearance,  very  similar 
to  mosaic  symptoms,  is  produced. 

When  the  bacteria  are  found  in  the  vascular  tissues  of  the  leaf, 
another  characteristic  symptom  can  be  seen.  (PI.  1,  C.)  The 
infection  usually  begins  in  the  small  veinlets,  subsequently  involving 
the  larger  veins  and  finally  the  midrib.  In  the  case  of  severe  infec- 
tion the  bacteria  produce  a  reddish  discoloration  with  a  water-soaking 
of  the  tissues  immediately  surrounding  the  veins.  When  the  leaf 
infection  starts  from  the  petiole,  the  main  vein  and  its  branches 
first  appear  water-soaked,  later  taking  on  a  brick-red  discoloration. 

When  diseased  seeds  are  planted  they  may  produce  seedlings  that 
exhibit  a  characteristic  wilting  in  the  case  of  severe  infection.  The 
first  macroscopic  appearance  is  a  slight  flagging  or  drooping  of  the 
leaves  at  the  region  of  the  pulvinus.  (PI.  1,  B.)  From  isolation 
and  microscopic  observation  of  such  tissues  bacteria  are  generally 
found  in  large  masses.  During  the  night  such  leaves  appear  quite 
normal  and  turgid,  but  during  the  heat  of  the  day  they  again  become 
flaccid.  In  more  advanced  stages  this  drooping  is  followed  by  a 
wilting  that  in  some  cases  may  involve  the  entire  seedling,  whereas 
in  others  only  a  portion  of  the  plant  may  be  affected. 

On  the  stem  the  pathogene  may  cause  various  types  of  lesions. 
The  young  seedling  lesion  begins  as  a  small  water-soaked  spot  which 
gradually  enlarges,  appearing  somewhat  similar  to  pod  lesions. 
The  necrotic  areas  are  sometimes  sunken  and  later  appear  as  red- 
dish dashes,  extending  longitudinally  along  the  stem.     (PL  1,  E.) 

5  United  Spates  Department  op  Aobiculturb,  Buread  op  Plant  Industry.     Op.  dt. 


6  TECHNICAL  BULLETIN   18  6,  U.  S.  DEPT.  OF  AGRICULTURE 

The  surface  of  these  spots  is  often  split  (pi.  1,  B),  and  bacterial 
exudate  can  sometimes  be  seen  oozing  from  the  lesions  (pi.  1,  A). 

When  the  plants  are  in  the  initial  stages  of  pod  formation,  a 
lesion  known  as  stem  girdle  or  joint  rot  appears  (pi.  1,  D),  which  is 
first  manifest  as  a  small  water-soaked  spot  either  at  the  cotyledonary 
node  or  at  other  nodes  along  the  stem.  Upon  enlargement,  the  lesion 
finally  encircles  the  stem.  The  girdling  is  usually  completed  at  the 
time  when  the  pods  are  half  mature,  and  the  affected  plant  is  so 
weakened  by  the  increasing  weight  of  the  top  that  the  stem  breaks 
at  the  diseased  node. 

Bacterial  blight  causes  much  damage  to  the  pods.  The  initial 
lesions  first  appear  as  minute  water-soaked  areas  which  gradually 
enlarge,  accompanied  by  a  discoloration  and  distinct  zoning.  Later 
the  spot  becomes  dry  and  sunken  and  takes  on  a  brick-red  color. 
Often  a  yellowish-white  incrustation  of  bacterial  exudate  can  be 
seen  covering  the  lesion.     (PI.  1,  F.) 

The  bacteria  may  also  infect  the  pod  by  way  of  the  vascular  ele- 
ments. Following  the  dorsal  suture,  they  cause  a  discoloration  of 
this  region  and  a  water-soaking  of  the  surrounding  tissue.  (PL  1, 1.) 
In  a  like  manner  the  organism  may  attack  the  seeds,  producing  sev- 
eral types  of  lesions.  When  infection  occurs  while  the  pods  are 
young  the  seeds  may  rot  entirely,  or  they  may  become  so  severely 
infected  that  only  the  shriveled  seed  coat  remains.  On  the  other 
hand,  the  bacteria  entering  by  way  of  the  funiculus  may  cause  a  dis- 
coloration at  the  hilum.  (PI.  1,  G  and  H.)  On  dark-seeded  varie- 
ties these  discolorations  are  often  difficult  to  detect,  but  on  light- 
seeded  varieties  they  are  very  noticeable.  (PL  1,  G.)  On  light- 
colored  seeds  when  the  infection  is  severe  the  lesions  cover. a  con- 
siderable area  and  have  a  varnishlike  appearance. 

MOISTURE  AS  A  FACTOR  INFLUENCING  INFECTION 

It  is  generally  agreed  by  various 'investigators  that  the  chief  ex- 
ternal factors  influencing  stomatal  movement  are  light  and  tempera- 
ture. Some  believe  that  humidity  greatly  affects  the  degree  of  stom- 
atal openings,  whereas  others  consider  it  of  only  minor  importance. 
Wilson  and  Greenman  {JfO)  found  that  the  stomata  on  plants  of 
Melilotus  alha  L.  that  were  left  in  a  saturated  atmosphere  were  well 
open,  but  the  stomata  of  the  plants  that  remained  in  the  drier  open 
air  exposed  to  approximately  the  same  light  were  nearly  all  closed. 
Darwin  {8)  showed  that  stomata  were  very  sensitive  to  changes  in 
humidity,  closing  when  taken  from  a  high  to  a  low  humidity  and 
opening  under  the  opposite  conditions.  Lloyd  {23)  believes  that 
there  is  but  little  evidence  to  show  that  a  high  relative  humidity 
favors  the  wide  opening  of  the  stomata  in  the  ocotillo,  and  in 
Mentha  piperita  L.,  also  a  desert  plant.  Poole  and  McKay  {26)^  on 
the  other  hand,  believe  that  while  light  may  be  considered  a  funda- 
mental factor  in  the  movement  of  the  stomata  of  the  beet,  yet  stoma- 
tal closure  is  affected  by  low  relative  humidity  even  though  the  light 
is  active. 

Difficulty  has  often  been  experienced  in  obtaining  stomatal  pene- 
tration in  the  greenhouse  with  bacterial  plant  pathogenes  when  the 
inoculated  plants  were  not  placed  under  conditions  of  high  humidity. 


BACTERIAL  BLIGHT  OP  BEANS  7 

The  necessity  of  such  conditions  for  infection  with  Bacterium 
phaseoli  has  been  known  for  some  time.  Smith  {35)  in  working  with 
this  and  other  bacterial  plant  pathogenes  always  subjected  the  host 
plants  used  to  a  moisture  treatment  previous  to  inoculation,  in  order 
to  be  insured  of  good  infection.  With  this  in  mind,  inoculation  ex- 
periments were  performed  by  the  writer  to  determine,  if  possible,  the 
relationship  of  moisture  to  stomatal  movement  in  bean  leaves.  The 
principal  varieties  used  for  this  work  were  Wardwell  Kidney  Wax 
and  Wells  Ked  Kidney,  both  of  which  are  very  susceptible  to  the 
blight. 

The  cultures  of  BacteriuTn  phmeoli  used  for  inoculation  were  re- 
ceived from  a  number  of  sources.  Two  came  from  the  United  States 
Department  of  Agriculture,  Washington,  D.  C;  one  from  J.  H. 
Muncie,  Michigan  Agricultural  Experiment  Station;  one  was  iso- 
lated by  the  writer  from  beans  gathered  at  Racine,  Wis. ;  and  one  was 
isolated  from  material  collected  at  Madison,  Wis.  These  cultures  all 
gave  similar  results  and  will  therefore  not  be  considered  separately  in 
the  following  discussion.  A  culture  of  Bact.  raedicaginis  var. 
yhaseolicola  isolated  from  beans  collected  at  Columbus,  Wis.,  was 
also  used.  The  bacteria  wxre  allowed  to  grow  on  potato-dextrose 
agar  slants  (pH  7)  for  a  period  of  about  a  week  at  a  temperature 
of  28°  C.  They  were  then  removed  by  washing  them  into  sterile 
atomizers  containing  sterile  distilled  water,  and  this  suspension  was 
used  as  the  inoculum. 

Since  the  pathogenicity  of  Bactermm  phaseoli  has  been  demon- 
strated by  other  investigators,  results  on  this  phase  of  the  problem 
will  not  be  recorded  here. 

The  plants  for  inoculation  purposes  were  grown  in  4-inch  pots 
until  they  reached  a  height  of  about  8  inches.  These  seedlings  were 
grouped  into  three  lots.  The  first  lot  was  covered  completely  with 
a  glass  container  in  order  to  produce  a  saturated  atmosphere  about 
the  plant  and  was  allowed  to  remain  in  place  for  a  period  of  24  hours, 
after  which  the  plants  were  sprayed  with  a  suspension  of  the  bean- 
blight  organism  and  again  covered  for  24  hours.  The  second  series 
of  plants  was  not  given  a  premoist  treatment  as  was  the  first  lot, 
but  was  otherwise  treated  the  same.  The  plants  were  covered 
after  inoculation.  The  third  set  was  inoculated  without  a  premoist 
treatment  or  a  covering  after  inoculation.  All  the  plants  in  the 
three  series  were  then  placed  under  similar  conditions  in  a  green- 
house. The  plants  were  examined  daily  for  water-soaked  lesions. 
Both  of  the  organisms  used  in  these  tests.  Bacterium  phaseoli  and 
Bact.  7nedicaginis  var.  phaseolicola^  produced  numerous  water-soaked 
lesions,  and  in  each  series  platings  were  made  in  order  to  be  positive 
that  the  lesions  were  being  caused  by  the  respective  pathogenes  used. 
The  results  of  these  experiments  are  given  in  Table  1. 


8 


TECHNICAL  BULLETIN  186,  U.  S.  DEPT.  OF  AGRICULTURE 


Table  1. — Degree  of  infection  caused  by  Bacterium  phaseoli  and  Bad.  medica- 
ginis  var.  phaseolicola  on  bean  plants  subjected  to  moisture  treatments  of 
various  duration 

[The  letters  a,  b,  and  c  each  represents  a  single  Inoculation  experiment] 


Degree  of  infection 

Treatment 

Bact.  phaseoli 

Bact.  medicaginis 
var.  phaseolicola 

a,  Heavy 

a.  Heavy, 

1 .  Covered  for  24  hours,  inoculated,  and  covered  for  24 

b.  Heavy 

b,  Heavy. 

hours. 

c.  Severe 

c,  Heavy. 

a,  Medium 

2.  Inoculated  and  covered  for  24  hours 

b,  Heavy 

>Not  performed. 

c,  Heavy 

1         ^ 

a,  Very  little 

a,  Very  little. 

3   Inoculated  and  not  covered 

b.  Very  little 

b,  Very  little 

c,  Very  little 

c,  Very  little. 

Little  difficulty  was  experienced  in  obtaining  stomatal  penetration 
with  Bacterium  TJiedioaginis  var.  phaseolicola.  Numerous  water- 
soaked  lesions  were  obtained  in  one  case  without  placing  the  inocu- 
lated plants  in  a  moist  chamber;  however,  the  greenhouse  in  which 
the  plants  were  kept  was  maintained  at  a  high  temperature  and 
humidity.  When  inoculations  were  made  under  controlled  moisture 
conditions  for  24  hours  numerous  infections  were  always  in  evidence. 

Burkholder  (7)  was  unable  to  obtain  stomatal  penetration,  even 
though  his  plants  were  placed  in  a  moist  chamber  for  12  hours  after 
they  were  inoculated.  He  stated,  however,  that  the  disease  was  wide- 
spread in  the  field,  showing  particularly  after  moist  weather,  which 
seems  to  indicate  that  stomatal  penetration  took  place.  It  is  difficult 
to  explain  such  a  widespread  occurrence  of  the  disease  if  the  organ- 
ism enters  only  through  wounds. 

It  is  evident  from  Table  1  that  in  those  instances  where  plants  re- 
ceived a  great  amount  of  moisture  before  and  after  inoculation  a 
high  percentage  of  infection  resulted,  whereas  a  decidedly  lower 
amount  was  observed  when  the  plants  were  not  given  the  moist  treat- 
ment. Since  covering  produced  a  saturated  humidity  about  the 
plant,  a  film  of  moisture  formed  on  the  exterior  of  the  leaves  and 
the  substomatal  cavities  probably  became  well  supplied  with  water. 
It  seems  reasonable  to  suppose  that  if  moisture  is  a  factor  in  influ- 
encing the  movement  of  the  stomata,  there  may  have  been  set  up 
a  continuous  passage  of  water  from  the  exterior  to  the  interior  of 
the  leaf;  e.  g.,  to  the  substomatal  cavity.  Thus,  since  the  plants  had 
received  a  previous  moist  treatment  by  being  covered  24  hours  before 
inoculation,  the  bacteria  may  have  had  a  free  swimming  channel 
from  the  droplets  of  moisture  that  collected  on  the  surface  to  the 
interior  of  the  leaf  and  thus  produced  infection. 

These  experiments  indicate  that  moisture  is  an  important  factor 
in  favoring  the  production  of  disease.  In  Group  1,  in  which  a  high 
amount  of  moisture  was  present  both  before  and  after  inoculation, 
the  amount  of  infection  ranged  from  very  heavy  to  severe,  whereas 
in  Group  2,  where  abundant  moisture  was  supplied  only  after  inocu- 
lation, the  amount  of  infection  was  somewhat  reduced.  In  Group  3, 
where  little  moisture  was  present — that  is,  only  that  which  was  pres- 
ent in  the  greenhouse — very  little  infection  was  noted.     These  experi- 


BACTERIAL   BLIGHT   OF   BEANS  9 

ments  were  repeated  several  times  with  a  variety  of  plants  and  bac- 
terial pathogenes,  with  similar  results,  indicating  that  moisture  seems 
to  be  an  important  factor  in  producing  infection  by  first  influencing 
the  movement  of  the  stomata,  which  in  turn  allows  a  channel  for  the 
bacteria  to  make  their  way  into  the  interior  of  the  leaf.  These 
experiments  were  performed  at  10  a.  m.  and  5  p.  m.,  with  comparable 
results. 

TRANSMISSION  OF  BACTERIAL  BLIGHT 

Considerable  attention  has  been  given  to  the  problem  of  dissemina- 
tion of  bacterial  blight  because  of  the  possible  bearing  it  might  have 
on  control  measures.  Most  of  the  evidence  presented  is  observa- 
tional, having  been  gathered  for  the  last  three  years  from  experi- 
mental plots  at  Madison,  Wis.,  from  bean  fields  throughout  that 
State,  and  from  certain  of  the  bean-producing  areas  of  the  western 
United  States. 

SEED   TRANSMISSION 

It  has  been  known  for  a  long  time  that  bacterial  blight  is  carried 
over  from  year  to  year  in  and  on  the  seed.  In  this  manner  the  dis- 
ease spreads  into  districts  that  had  previously  been  free  from  the 
malady.  Beach  (3)  reported  that  probably  the  disease  wintered  over 
in  the  seed.  Halsted  (16)  also  inferred  that  infected  seed  trans- 
mitted the  disease  from  one  year  to  the  next. 

Both  in  the  laboratory  and  in  the  field,  little  difficulty  has  been 
experienced  in  proving  the  existence  of  bacteria  in  the  seed.  The 
bacteria  are  harbored  in  the  seed  coats  and  also  about  and  between 
the  cotyledons,  and  when  germination  takes  place  they  may  either 
cause  the  death  of  the  young  hypocotyl  before  emergence  or  enter 
the  cotyledons,  causing  vascular  invasion  of  the  plant.  Cotyledonary 
lesions  and  the  large  water-soaked  areas  that  appear  on  the  first 
simple  leaves  and  stems  may  serve  as  the  initial  sources  of  the 
secondary  spread  of  the  disease  in  the  field. 

During  the  summer  of  1927  a  study  was  conducted  on  the  develop- 
ment of  the  disease  under  field  conditions.  For  this  purpose  diseased 
seeds,  alternated  with  healthy  ones,  were  planted  in  several  rows. 
When  the  bean  plants  were  still  small  it  was  not  a  difficult  matter  to 
distinguish  plants  that  were  grown  from  diseased  seed.  Usually  the 
plants  were  more  spindling  than  normal  ones,  the  cotyledons  dried 
and  dropped  off  before  those  of  the  healthy  plants,  and  in  many  in- 
stances large  angular  water-soaked  spots  were  to  be  seen  on  the  first 
simple  leaves.  After  a  short  period,  certain  of  the  plants  surround- 
ing such  an  infected  seedling  showed  secondary  lesions  on  their 
leaves.  In  the  early  part  of  the  growing  period  only  plants  in  the 
same  drill  row  manifested  these  lesions,  but  later  as  the  leaves  en- 
larged the  infection  passed  from  row  to  row.  It  is  evident  that  from 
the  single  infected  plants  serving  as  sources  of  inoculum  the  blight 
pathogene  may  spread  very  easily  and  cause  severe  destruction  of  a 
crop. 

Most  of  the  severely  infected  seeds  are  gleaned  out  by  hand  after 
threshing.  It  is  difficult,  however,  to  detect  the  slightly  infected 
ones,  since  little  shriveling  or  discoloration  of  the  seed  can  be  seen. 
These  seeds  when  planted  produce  seedlings  that  serve  as  the  initial 
sources  for  much  of  the  secondary  spread  of  the  disease  in  the  field. 

106267—30 2 


10  TECHNICAL  BULLETIN   18  6,  U.  S.  DEPT.  OF  AGKICULTURE 

Exudate  is  often  seen  oozing  from  stem  or  leaf  lesions  when  condi- 
tions of  high  humidity  prevail,  as  often  exist  during  the  early  part 
of  the  growing  season.  From  such  sources  rapid  and  widespread 
blight  dissemination  may  take  place. 

OVERWINTERING  ON  BEAN   STRAW 

It  was  suggested  by  early  workers  that  the  disease  may  live  over 
from  year  to  year  on  infected  vines  and  pods.  Harrison  and  Barlow 
(17)  stated  that  the  bacteria  can  live  over  at  least  one  winter  in 
stems  and  leaves  allowed  to  remain  on  the  ground.  McCready  (2^), 
without  producing  conclusive  proof,  stated  that  "the  disease  is 
carried  over  from  year  to  year  in  the  seed  from  a  diseased  crop,  in 
the  soil  on  which  a  diseased  crop  has  been  grown,  or  in  straw  from 
infected  fields,  in  bedding  or  manure."  Muncie's  (i25)  observations 
are  that  the  disease  overwinters  on  diseased  straw,  and  his  experi- 
inents  tend  to  prove  this  point,  for  the  organism  was  isolated  from 
diseased  bean  stubble  which  had  remained  in  the  field  over  winter. 

The  writer  has  gathered  data  from  field  studies  which  tend  to 
lend  evidence  that  the  organism  may  live  over  the  winter  in  this 
manner.  There  are,  however,  no  experimental  data  to  substantiate 
these  observations.  In  one  of  the  large  bean-growing  districts  of 
Wisconsin  serious  outbreaks  of  the  bacterial  blight  were  in  evidence 
during  the  summer  of  1926.  Wardwell  Kidney  Wax,  one  of  the 
most  susceptible  of  the  commercial  canning  varieties,  was  being 
grown  to  a  large  extent  that  year.  In  a  single  field  of  about  8  acres 
practically  100  per  cent  of  blight  was  estimated.  After  the  bacteria 
had  killed  these  plants  cattle  were  allowed  to  feed  on  the  diseased 
vines  and  the  remaining  stubble  was  plowed  under.  The  following 
year  the  Improved  Kidney  Wax,  a  variety  slightly  less  susceptible 
to  bacterial  blight  than  Wardwell  Kidney  Wax,  was  planted  in  this 
field  about  May  25,  and  on  August  4  considerable  blight  infection 
began  to  appear.  This  circumstance  would  not  have  stimulated  any 
thought  of  the  overwintering  of  the  organism  if  the  other  bean  fields 
in  the  vicinity  had  shown  any  blight  symptoms.  It  would  naturally 
have  been  concluded  that  the  infection  was  caused  from  diseased 
seed.  Since,  however,  none  of  the  other  fields  of  this  variety  showed 
signs  of  the  blight,  although  the  seed  was  obtained  from  the  same 
source,  it  was  suspected  that  the  bacteria  might  have  overwintered 
on  the  diseased  stubble  and  were  then  transmitted  to  beans  planted 
in  the  same  field  the  following  year. 

Similar  observations  were  recorded  in  a  number  of  the  western 
bean-growing  sections  during  the  summer  of  1928.  During  the  sum- 
mer of  1927  a  large  field  of  Full  Measure  beans  was  entirely  de- 
stroyed by  the  bacterial  blight,  and  about  September  1  the  diseased 
refuse  was  plowed  under.  In  the  spring  of  1928  a  large  planting 
of  beans  was  made  in  this  same  field  and  practically  every  variety 
grown  was  severely  infected  by  August  1,  and  by  the  end  of  the 
month  very  few  individuals  could  be  found  free  from  blight.  High 
winds  accompanied  by  rain  and  hail  possibly  may  have  accounted 
for  some  of  the  infection.  But,  since  there  were  no  bean  fields  in  the 
immediate  vicinity  of  the  trials,  and  since  the  seed  was  grown  in  a 
section  free  from  blight  in  1927,  it  was  suspected  that  much  of  the 
infection  came  from  the  diseased  refuse  that  had  been  plowed  under 
the  previous  fall. 


BACTERL^L  BLIGHT   OF  BEANS  11 

INSECT  TRANSMISSION 

Whether  or  not  insects  transmit  bacterial  blight  from  plant  to 
plant  is  unknown,  but  undoubtedly  they  play  some  part  in  the  dis- 
semination of  the  disease.  Insects  as  spreaders  of  the  blight  have 
been  reported  by  a  number  of  workers.  Sackett  {30^  p.  212)  stated 
that  "  insects  play  an  important  part  in  disseminating  the  trouble, 
consequently  any  measures  which  tend  to  check  these  pests  Avill  aid 
in  controlling  bacteriosis."  There  is,  however,  no  experimental  evi- 
dence to  substantiate  these  statements.  In  the  present  work  the  leaf 
hoppers  {Emppcisca  mail  Le  B.),  the  12-spotted  cucumber  beetle 
{Diabrotica  duoclecimpunctata  Oliv.),  and  a  ladybird  beetle  (species 
not  identified)  have  been  particularly  noticeable  feeding  on  the 
foliage  of  bean  leaves. 

It  is  possible  that  insects  may  carry  the  bacteria  on  their  legs, 
bodies,  and  mouth  parts  and  so  become  factors  in  disseminating  the 
disease.  At  best  they  can  not  be  considered  as  playing  a  major  role 
in  the  dissemination  of  the  disease,  since  its  natural  spread  during 
favorable  weather  conditions  is  of  primary  importance. 

DEW  AS   A  FACTOR   IN  DISSEMINATION 

Dew  as  a  possible  factor  in  the  dissemination  of  bacterial  blight 
was  reported  as  early  as  1901  by  Halsted  {16^  p.  15),  who  stated  that 
"  it  is  not  unlikely  that  the  germs  were  carried  from  the  diseased 
leaves  to  the  pods  by  the  dripping  dews."  Sackett  (30)  stated  that 
"  rain  and  dew  are  doubtless  agents  in  spreading  the  germs  from  one 
part  of  the  plant  to  another  by  washing  them  from  old  lesions  onto 
unaffected  parts."  That  moisture  is  essential  for  widespread  infec- 
tion became  evident  in  both  greenhouse  and  field  studies.  Heavy 
dews  dripping  from  leaf  to  leaf  may  easily  carry  the  pathogene  and 
cause  secondary  spread  of  the  blight.  Many  of  the  pod  lesions  found 
along  the  dorsal  suture  may  be  caused  in  this  same  manner.  Dew 
which  collects  in  droplets  may  run  down  the  petiole,  thence  along 
the  dorsal  suture,  carrying  with  it  the  bacteria  that  produce  in  many 
cases  the  characteristic  vascular  pod  lesions.  If  the  infection  be- 
comes established  along  the  suture  of  the  young  pod,  developmental 
growth  often  ceases  and  the  pod  shrivels  and  dies.  When  infection 
takes  place  after  the  beans  have  formed,  they  may  easily  become  in- 
fected through  the  vascular  connection  of  the  seeds  to  the  pod.  and 
the  pathogene  can  be  carried  over  until  the  following  year  in  this 
manner. 

While  the  leaves  are  wet  with  dcAv  the  pathogene  may  spread  from 
leaf  to  leaf  if  a  thin  film  of  water  connects  portions  of  the  tw^o 
leaves.  It  is  for  this  reason  that  beans  should  not  be  picked  or  culti- 
vated early  in  the  morning  or  directly  after  a  rain  while  they  are 
still  covered  with  moisture.  If  this  is  done,  infection  can  be  spread 
from  plant  to  plant  in  the  same  row  and  even  from  roAV  to  row,  in 
some  cases  causing  destruction  of  the  crop. 

OTHER  ENVIRONMENTAL   FACTORS   AFFECTING   DISSEMINATION 

That  rain  might  be  a  possible  factor  in  the  dissemination  of  the 
blight  was  reported  by  many  investigators.  Rapp  (28)  states  that 
following  a  rain  accompanied  by  wind,  bacterial  blight  spreads  from 


12  TECHNICAL  BULLETIN   18  6,  U.  S.  DEPT.  OF  AGRICULTURE 

the  center  of  primary  infection  to  the  greatest  extent  in  a  southeast- 
erly direction.  This,  he  says,  is  accounted  for  by  the  fact  that  wind- 
driven  rain  is  blown  in  that  direction  and  undoubtedly  carries  the 
pathogene  from  row  to  row,  and  in  some  cases  across  a  number  of 
rows.  Observations  made  by  the  writer  also  indicate  that  splashing 
rains  accompanied  by  winds  are  responsible  for  a  great  deal  of  the 
infection  found  in  bean  fields. 

Hail  is  also  very  important  in  disseminating  the  disease  from  plant 
to  plant.  This  was  well  demonstrated  in  many  bean  fields  of  the 
western  bean-growing  States.  In  the  vicinity  of  the  Greeley,  Colo., 
project,  much  hail  injury  to  crops  was  reported.  Certain  bean  fields 
that  were  struck  by  hail  showed  almost  complete  destruction,  much 
of  the  injury  being  caused  by  bacterial-blight  infection.  The  dis- 
semination apparently  began  from  seedling-infected  plants  that  sup- 
plied the  source  of  inoculum.  Because  of  the  whipping  of  the  leaves 
and  the  injury  of  the  plants  from  the  hail,  the  spread  of  the  organ- 
isms was  very  rapid.  A  short  time  thereafter  practically  all  the 
plants  in  the  field  were  infected.  Since  comparable  bean  seed  lots, 
planted  in  regions  of  hail  injury  and  also  in  hail-free  sections, 
showed  a  very  decided  difference  in  the  amount  of  disease,  it  indi- 
cated that  the  hail  and  wind  were  the  limiting  factors  in  the  dissemi- 
nation of  the  disease.  Fields  well  protected  by  trees,  preventing  to  a 
great  extent  the  whipping  of  leaves,  also  showed  less  disease  than 
bean  fields  that  were  subject  to  high  winds. 

Some  observational  evidence  has  been  accumulated  regarding  sur- 
face Avater  as  a  means  of  spreading  the  bean-blight  pathogene  from 
diseased  to  healthy  plants.  These  data  w^ere  collected  in  1928  at 
the  bean  trial  grounds  at  Madison,  Wis.,  where  a  portion  of  the  field 
is  sloping.  During  the  early  part  of  the  groAving  season  seedling 
infection  near  the  upper  portion  of  the  field  was  recorded.  After  a 
series  of  heavy  rains  the  plots  were  again  visited,  and  the  disease  was 
more  Avidespread,  the  direction  of  the  spread  being  in  many  cases 
from  old  diseased  centers.  There  was  a  tendency  for  the  spread  to 
be  in  the  dowuAvard  direction  of  the  slope,  either  along  the  row  or 
across  the  rows.  In  tracing  these  new  infections  it  was  observed  that 
the  pathogene  had  been  washed  from  the  diseased  seedlings  and  car- 
ried down  the  small  rivulets.  Where  this  water  laden  with  the  bac- 
teria came  in  contact  with  the  plants,  new  infections  took  place.  At 
least  nine  such  instances  were  recorded,  indicating  that  surface- 
drainage  water  A^ery  likely  was  responsible  for  carrying  the  organ- 
isms from  diseased  seedlings  to  healthy  plants. 

That  irrigation  water,  which  is  used  almost  exclusively  in  the 
western  bean-growing  sections,  may  disseminate  bacterial  infection, 
came  to  the  writer's  attention  on  several  occasions  in  a  survey  of 
many  of  those  sections.  It  seems  highly  probable  that  the  organisms 
may  be  carried  doAvn  the  small  irrigation  ditches  and  cause  infection 
to  other  plants  in  the  same  row.  Where  infected  seed  had  been 
planted,  young  lesions  often  extend  to  the  ground  level,  and  in  many 
instances  bacterial  ooze  has  been  seen  exuding  from  such  necrotic 
areas.  Irrigation  water  in  such  cases  may  carry  the  pathogene  from 
lesions  to  healthy  plants  in  close  proximity  to  the  center  of  initial 
infection.  Diseased  leaves  that  had  dropped  from  infected  bean 
plants  were  often  seen  in  these  ditches.    In  this  manner  the  organisms 


BACTERIAL  BLIGHT  OF  BEANS  13 

could  also  be  carried  down  an  irrigation  ditch,  causing  plants  along 
the  row  to  become  infected. 

THE  PRESOAKING  OF  SEED  AS  A  FACTOR  IN  DISSEMINATION 

That  water  applied  to  seed  in  the  inoculation  with  Bacillus  radici- 
cola  Beij.  spreads  bacterial  blight  is  very  evident.  Barss  (2)  remarks 
that  beans  should  not  be  soaked  in  a  liquid  culture  of  B.  radiclcola 
for  nodule  inoculation,  since  the  soaking  method  results  in  a  general 
contamination  of  the  entire  seed  lot,  even  if  only  very  few  seeds 
are  infected.  Leonard  {21)  has  reported  that  a  slight  application 
of  moisture  will  cause  a  stimulation  of  the  bean-wilt  disease,  Bac- 
tei^ium  -fiaccuinfacien^.  This  aa  as  also  noted  by  the  writer  in  1925 
and  1927.  Whiting,  of  the  department  of  bacteriology  at  the  Uni- 
versity of  Wisconsin,  applied  the  wet-nodule  seed  treatment  to  a 
number  of  samples  of  Wardwell  Kidney  Wax  variety.  Apparently 
only  a  small  portion  of  the  original  seeds  was  diseased,  since  few 
blighted  plants  were  produced  in  the  check  plots.  The  treated  seeds, 
however,  produced  plants  manifesting  approximately  100  per  cent 
blight,^  which  were  all  killed  before  pod  maturity.  Since  the  checks 
produced  few  blighted  plants  as  compared  with  the  complete  blight- 
ing of  the  treated  seed,  it  was  concluded  that  the  dissemination  was 
brought  about  by  the  wet-seed  treatment. 

In  1928  at  Berlin,  Wis.,  where  the  Full  Measure  variety  was 
planted,  a  similar  observation  was  made  by  the  writer.  Seed  por- 
tions of  this  variety  were  treated  with  a  liquid  culture,  whereas 
the  remaining  portion  was  planted  without  the  treatment.  A  high 
percentage  of  the  plants  grown  from  the  treated  seeds  were  severely 
affected  with  typical  cotyledonary  symptoms,  shoAving  that  the 
disease  must  have  come  from  the  seed.  The  untreated  seeds  pro- 
duced plants  showing  a  slight  amount  of  infection,  proving  that 
the  wet  treatment  accounted  for  the  widespread  occurrence  of  the 
disease. 

RELATION  OF  PARASITE  TO  HOST 

MATERIALS  AND  METHODS 

The  material  for  the  investigation  of  the  parasitic  relationship 
of  Bacterium  phaseoli  to  the  bean  consisted  principally  of  the  Ward- 
well  Kidney  Wax  variety.  The  material  was  collected  both  in  the 
greenhouse  and  in  the  field.  Before  killing,  portions  of  the  diseased 
areas  were  plated  out,  in  order  to  be  positive  that  only  Bad,  phaseoli 
was  present.  Formal-acetic  alcohol  was  used  throughout  as  a  fixing 
fluid.  The  sections  were  stained  either  with  Giemsa  stain  (orange 
G  as  a  counterstain)  or  with  safranin  (licht  grun  in  absolute  alcohol 
as  the  counterstain).  These  stains  were  used  in  a  2  per  cent  solution, 
and  the  sections  were  allowed  to  remain  in  them  for  a  period  of  6 
to  12  hours,  after  which  they  were  destained  in  absolute  alcohol 
and  then  counterstained.  These  stains  in  the  above  dilutions  were 
found  to  be  very  effective,  because  the  host  tissue  took  the  stain 
faintly,  and  the  differentiation  between  the  bacteria  and  the  sur- 
rounding tissues  was  very  clear  and  distinct. 

«  Unpublished  data  from  A.  L.  Whiting. 


14  TECHNICAL  BULLETIN   186,  U.  S.  DEPT.  OF  AGRICULTURE 

RELATION  OF  PARASITE   TO    LEAF  TISSUE 

Microscopic  examinations,  as  previously  reported  bv  Smith  (S6)^ 
revealed  that  the  organism  gains  its  entrance  through  the  stomata. 
Since  stomata  are  more  numerous  on  the  under  side  of  the  leaves, 
it  is  here  that  the  greatest  degree  of  infection  takes  place.  (Fig.  1, 
A  and  C.)  Entrj  might  also  be  made  through  wounds  in  the  tissues. 
After  the  bacteria  enter  the  stomata  they  pass  into  the  substomatal 
cavity,  multiply  rapidly,  and  when  in  sufficient  numbers  penetrate 
into  the  intercellular  spaces  of  the  spongy  parenchyma. 

The  bacteria  appear  to  produce  an  enzyme  which  softens  or  pos- 
sibly dissolves  the  pectic  materials  in  advance  of  the  pathogene. 
The  middle  lamella  stains  deep  blue  with  the  Giemsa  stain  and  can 
be  clearly  differentiated  from  the  primary  walls  of  the  adjacent 
cells.  The  cells  in  the  vicinity  of  the  infected  area  usually  show 
abnormal  characteristics.  The  lamellae  of  those  cells  take  the  stain 
more  faintly  than  healthy  ones,  and  in  many  cases  it  appears  that 
portions  are  dissolved  out,  since  there  is  no  regularity  in  the  in- 
tensity of  the  stain.  Farther  away  from  this  region  the  cells  are 
normal,  and  the  lamellae  take  the  stain  very  uniformly.  In  the 
region  of  severe  infection  the  bacteria  fill  the  intercellular  spaces. 
This  bacterial  mass  later  becomes  embedded  in  the  slimy  matrix, 
which  causes  an  enlargement  of  the  intercellular  spaces  owing  to  the 
absorptive  powers  of  the  slime.  The  epidermis  remains  intact,  but 
the  underlying  parenchyma  tissues  collapse,  often  forming  large 
bacterial  pockets.  When  severe  infection  has  taken  place  a  large 
brown  scaldlike  area,  due  to  the  death  of  the  cells  below,  appears 
on  the  leaf  surface. 

There  appear  to  be  two  views  as  to  how  bacterial  plant  pathogenes 
cause  the  death  of  the  host  cells.  Bachmann  (1)  believes  that  the 
cells  are  killed  by  the  extraction  of  liquids  from  the  protoplast  fol- 
lowed by  plasmolysis  owing  to  the  high  osmotic  pressure  set  up  in 
the  intercellular  spaces  incident  to  bacterial  invasion.  Another  view 
by  Steward  (37)  assumes  that  toxic  products  are  secreted  which  dif- 
fuse into  and  kill  the  cells.  The  writer's  histological  studies  seem 
to  favor  the  theory  of  Bachmann.  Staining  reactions  indicated  that 
when  the  bacteria  occur  in  large  numbers  they  are  always  embedded 
in  a  slimy  mass.  The  osmotic  concentration  of  this  material  appears 
to  be  greater  than  that  of  the  cell  sap  itself,  and  apparently  an 
exosmosis  takes  place,  causing  the  intercellular  spaces  to  enlarge, 
and,  as  they  become  filled  with  a  fluid,  producing  small  water-soaked 
lesions  on  the  leaf  surface,  characteristic  of  initial  blight  symptoms. 

Surrounding  these  small  water-soaked  spots  there  develops  a 
yellowish  halo.  Upon  microscopic  examination  few  bacteria  are 
found  in  this  discolored  zone.  In  her  study  on  the  halo  blight  of 
oats,  Elliott  (12)  found  a  similar  condition.  She  stated  that  it  is 
probable  that  the  organism  produces  ammonia,  which  is  responsible 
for  the  destruction  of  the  chlorophyll  about  the  lesions  produced  in 
oat  plants.  The  cause  of  this  discoloration  in  bean  blight  has  not  yet 
been  determined,  but  it  is  believed  that  a  toxic  substance  secreted  by 
the  organism  diffuses  into  the  surrounding  tissue,  causing  the  light- 
yellow  zone. 

Microscopic  examinations  have  shown  that  the  bacteria  are  com- 
monly present  in  the  xylem  vessels  of  the   leaf.     (Fig.   2.)     The 


BACTERIAL   BLIGHT   OF   BEANS 


15 


FiG.DRB  1. — Stomatal  penetration  by  Bacterium  phaseoli:  Most  of  the  pene- 
tratioa  of  the  leaves,  pods,  and  stems  by  this  organism  in  nature  Is 
stomatal.  A  and  C,  Bacteria  penetrating  the  stomata  of  the  leaf.  In 
each  case  the  substomatal  cavity  is  filled  with  a  bacterial  mass..  In  C  the 
bacteria  are  following  the  intercellular  spaces  leading  from  the  cavity. 
B  and  D,  Bacteria  invading  stomata  of  the  stem.  E,  Bacteria  invading  a 
stoma  of  the  pod.      X    1,250 


16  TECHNICAL  BULLETIN   18  6,  U.  S.  DEPT.  OF  AGRICULTURE 

organisms  probably  enter  the  large  xylem  vessels  by  first  invading 
the  small  veinlets,  which  in  their  initial  stages  of  development  consist 
of  undifferentiated  tissue  similar  to  that  of  the  surrounding  paren- 
chyma. These  tissues  appear  to  be  easily  attacked,  and  after  the 
organism  once  gains  entry  it  passes  into  the  large  veinlets,  which  in 
turn  lead  into  the  main  veins  of  the  leaf.  After  gaining  access  into 
this  tissue  the  bacteria  multiply  rapidly  and  when  in  sufficient  num- 
bers cause  a  browning  of  the  veins  and  veinlets  (pi.  1,  C)  with  a 
gradual  killing  of  the  surrounding  tissue.  The  pathogene  might 
also  enter  the  vessels  of  the  leaf  by  passing  from  infected  petioles 


Figure  2. — Vascular  invasion  of  a  bean  leaf.     Cross   section  of  a   midrib   showing 
bacteria  embedded  in  a  slimy  matrix  in  the  xylem  vessels.      X   1,250 

through  the  pulvinus  and  into  the  main  vein.  The  bacteria  seem  to 
become  localized  in  the  pulvinus,  possibly  because  of  the  succulence 
of  this  tissue.  A  severe  invasion  of  these  structures  results  in  a 
drooping  of  the  leaves,  a  very  characteristic  symptom  of  primary 
seed  infection. 

RELATION  OF  PARASITE  TO  STEM  TISSUE 

Burkholder  (5)  and  Barss  (2)  observed  that  the  disease  was 
systemic  in  nature.  Microscopic  study  revealed  that  the  vascular 
system  of  the  stalks  was  invaded  by  the  bacteria,  although  no  external 
lesions  appeared  on  the  leaves  or  pods. 


Tech.  Bui.  186.  U.  S.  Dept.  of  Agriculture 


Plate  1 


A,  Bacterial  exudate  (a)  on  bean  stem,  10  days  after  inoculation,  X  %;  B,  infected  bean  seedling 
showing  drooping  of  leaves  at  pulvinus  (a)  and  stem  cracking  (6)  owing  to  bacterial  infection, 
X  14',  C,  darkened  veins  and  veinlets  (a)  following  invasion  of  the  vessels  by  the  bacteria.  Small 
water-soaked  lesions  (6)  result  from  stomatal  infection  and  may  result  in  further  vascular  inva- 
sion when  in  contact  with  veinlets,  X  1;  D,  bacteria  have  encircled  the  epicotyl  and  produced  a 
girdle  (a)  which  caused  the  stem  to  weaken.  Natural  infection,  X  H;  E,  infected  bean  stem 
showing  longitudinal  red-colored  lesions  caused  by  bacterial  infection.  Natural  infection,  X  1; 
F,  pod  lesions  resulting  from  stomatal  infection.  An  incrustation  of  dried  bacterial  slime  is 
seen  in  the  center  of  many  spots.  Natural  infection.  X  H;  G,  diseased  seed  of  the  Bountiful 
variety  showing  shriveling  and  di-scolorations  caused  by  bacterial  invasion  of  the  seed  coats. 
Natural  infection,  X  K;  H,  seeds  from  pod  shown  in  I.  The  three  shriveled  seeds  at  the  left 
were  removed  from  the  extreme  right  portion  of  the  pod,  X  H;  I,  pod  of  the  Bountiful  variety 
showing  discoloration  along  the  dorsal  suture  due  to  bacterial  invasion,  X  H 


Tech.  Bui.  186.  U.  S.  Dept.  of  Agriculture 


Plate  2 


Photomicrographs  Showing  bacterial  Invasion  of  the  Hypocotyl 

AND  Cotyledon 

A,  Bacteria  in  the  xylem  vessels  of,';thefhypoeotyl.  In  some  cases  they  have  broken  out  from  the 
vessels  and  are  causing  a  disintegration  of  the  adjacent  tissue,  forming  bacterial  pockets,  X  1,034; 
B,  bacteria  entering  an  epidermal  rift  of  the  cotyledon  caused  by  a  stretching  of  the  cells  during 
germination.  The  pathogene  can  be  seen  following  the  intercellular  spaces,  causing  them  to 
enlarge  and  the  cells  to  be  pushed  apart.  The  adjacent  cells  are  in  a  distorted  condition  from  a 
pressure  exerted  by  the  bacterial  slime  in  the  intercellular  spaces,  X  1,034 


BACTERIAL   BLIGHT   OF   BEANS 


17 


Artificial  inoculations  were  performed  by  the  writer  by  cutting  off 
the  young  cotyledons  before  the  abscission  layer  had  formed  and 
inserting  a  drop  or  two  of  bacterial  inoculum  into  the  cut.  This 
allow^ed  the  bacteria  to  enter  the  vascular  system,  and  within  a  period 
of  10  days  the  inoculated  plants  manifested  slight  symptoms  of  wilt- 
ing. The  check  plants  appeared  normal  in  all  respects.  Isolations 
from  such  material  and  also  from  wilted  seedlings  grown  from  dis- 
eased seed  demonstrated  the  presence  of  the  bacteria  in  the  tissues. 
The  pathogene  w^as  found  through  microscopic  examination  to  be 
present  in  great  numbers  in  many  of  the  xylem  vessels  (figs.  3  and  4) 
and  to  extend  up  and  down  the  stem  from  the  cotyledonary  nodes. 
In  severe  cases  of  infection  the  bacteria  appear  to  break  through  the 
walls  of  the  invaded  vessels  and  to  spread  into  the  near-by  paren- 


FiGURE  3. — Cross  section  of  a  bean  stem  showing  invasion  of  metaxylem  vessels  by 
bacteria   embedded   in   slime.      X    1,250 

chyma  cells.  (PI.  2,  A.)  As  stated  before,  in  the  growth  of  these 
organisms  much  slime  having  the  property  of  absorbing  a  large 
amount  of  fluid  is  always  produced.  With  this  absorption  a  natural 
internal  pressure  may  be  set  up,  but  whether  this  pressure  is  great 
enough  to  cause  a  rupture  of  the  cells  is  still  undetermined.  When 
the  bacteria  break  through  the  cell  walls  they  enter  the  intercellular 
spaces  of  the  adjacent  tissue  (fig.  5,  A,  B,  and  C),  slowly  dissolve 
the  middle  lamella  of  these  cells,  and  finally  push  them  apart  with 
a  gradual  disintegration  of  the  tissues.  (PI.  2,  A.)  Bacterial  cavi- 
ties are  not  uncommon  in  such  regions.  That  thei  pathogene  may 
enter  the  stem  from  infected  leaves  appears  to  be  very  probable. 

In  many  cases  where  local  infection  begins  through  stomata  in  the 
vicinity  of  small  veinlets  which  are  found  throughout  the  leaf,  the 
readily  attacked  xylem  elements  of  these  veinlets  are  occupied  by 

106267—30 3 


18 


TECHNICAL  BULLETIN   18  6,  U.  S.  DEPT.  OF  AGRICULTURE 


bacteria.  After  the  bacteria  enter  the  small  veinlets  they  make  their 
way  into  the  larger  veins  and  thence  into  the  midrib,  traveling  down 
the  petiole  and  into  the  stem  of  the  plant.  The  bacteria  may  also 
enter  the  xylem  vessels  of  the  stem  by  way  of  the  cauline  stomata. 
(Fig.  1,  B  and  D.)  The  bacteria  entering  these  openings  multiply 
in  the  substomatal  cavities  and  later  penetrate  the  intercellular  spaces 
of  the  cortical  cells.  Within  a  comparatively  short  time  the  patho- 
gene  may  have  invaded  much  of  the  surrounding  tissue,  producing 
a  water-soaked  lesion  which  manifests  itself  on  the  exterior  of  the 


Figure  4. — Bacteria  in  xjiem  vessels  of  a  bean  stem  :  A  and  B,  Bacteria  embedfled  in 
a  slimy  matrix  invading  ringed  metaxylem  vessels.      X    1,250 

stem.  When  in  sufficient  numbers  the  bacteria  begin  to  cause  disin- 
tegration of  the  invaded  cortical  tissue,  forming  in  many  cases  large 
lysigenous  cavities. 

In  numerous  sections  in  which  penetration  has  begun  from  the 
exterior  of  the  stem  the  cortical  tissues  are  severely  invaded  by  the 
pathogene,  but  wdthin  the  endodermis  few  bacteria  are  in  evidence. 
The  layer  of  cortical  cells  contiguous  to  and  including  the  endodermis 
appears  to  act  as  a  barrier  in  partly  preventing  the  bacteria  from 
penetrating  into  the  vascular  tissue.  (Fig.  6.)  These  cells  do  not 
completely  surround  the  stele  of  the  stem,  and  it  is  through  the 


BACTERIAL   BLIGHT   OF   BEANS 


19 


breaks  that  the  bacteria  make  their  way  into  the  xj^lem  vessels.  Such 
penetration  takes  place  only  when  the  plants  are  young — that  is, 
before  secondary  thickening  has  taken  place — since  the  cells  of  the 
secondary  xylem  appear  to  be  little  affected  by  the  bacteria.  The 
cells  of  the  endodermis  are  very  thick  walled,  with  small  intercellular 
spaces.  It  is  possible  that  because  of  this  adaptive  structure  the 
organisms  are  unable  to  penetrate  this  tissue. 

Bacteria  are  seldom  if  ever  found  in  the  phloem  region;  most  of 
them  invade  the  protoxylem  and  metaxylem  cells  (fig.  3)  ;  only  occa- 
sionally are  they  found  in  the  secondary  xylem.  It  is  probable  that 
in  the  formation  of  the  cell  walls  of  the  primary  tissue  the  wall 
materials  are  built  up  gradually,  which  means  that  lignification  is  the 


Figure  5. — Intercellular  penetration  of  parenchyma  cells  by  bacteria  :  A  and  C, 
Enlarged  intercellular  spaces  due  to  invasion  by  bacteria  embedded  in  a  slimy 
matrix  ;  B,  portion  of  a  cell  wall  disintegrated  through  bacterial  action,  allow, 
ing  bacteria  to  enter  adjacent  cells.      ><:    1,250 

last  process.  The  cells  in  the  early  stages  of  growth  contain  large 
amounts  of  cellulose  or  of  hemicelluloses.  These  substances  most 
likely  are  attacked  by  bacterial  action,  and  entrance  may  be  gained 
into  the  young  protoxylem  and  metaxylem  cells.  However,  in  the 
forrnation  of  secondary  xylem,  which  is  laid  down  rapidly,  the  w^alls 
possibly  remain  in  the  cellulose  state  for  a  very  short  period,  becom- 
ing lignified  very  rapidly.  It  is  probable  that  the  principal  reason 
that  little  penetration  occurs  in  this  tissue  is  because  of  the  wall 
composition  of  the  cells. 

That  the  bacteria  together  with  slime  resulting  from  rapid  mul- 
tiplication of  the  organisms  plug  the  vessels  and  cause  a  wilt  of  the 
plant  is  not  an  established  fact.    Burkholder  (4)  believes  that  under 


20 


TECHNICAL  BULLETIN   18  6,  U.  S.  DEPT.  OF  AGRICULTURE 


certain  conditions  the  bacteria  may  enter  the  vascular  tissue  without 
causing  a  permanent  wilting,  but  may  persist,  causing  dwarfing,  and 
on  days  of  high  evaporation  may  produce  a  slight  flagging  of  the 
plant.  According  to  the  writer's  investigations,  little  of  the  wilting 
of  mature  plants  caused  by  Bacterium  phaseoli  appears  to  be  due 
to  plugging,  but  more  likely  it  may  be  accounted  for  by  a  disinte- 
gration of  the  invaded  tissue  or  the  effect  of  toxic  substances  pro- 
duced by  the  parasite.  Microscopic  examinations  have  never  re- 
vealed that  infected  xylem  vessels  were  so  completely  filled  with 
bacterial  masses  that  death  may  have  resulted  from  a  plugging  of 


Figure  6. — Bacterial  invasion  of  the  cortex  of  the  hypocotyl.  Cross  section  of  the 
hypocotyl,  showing  bacteria  invading  the  cortex  where  a  layer  of  cells  (a)  adja- 
cent to  the  endodermis  appears  to  act  as  a  barrier  to  invasion  of  the  vascular 
tissue.      X    1,250 

these  cells.  Since  secondary  xylem  is  formed  rapidly  in  the  stems 
of  older  plants,  the  passage  of  water  would  not  be  sufficiently  ham- 
pered to  cause  wilting,  even  though  the  protoxylem  and  metaxylem 
cells  were  filled  with  bacterial  masses. 

The  bacteria  may  enter  the  xylem  vessels  of  the  hypocotyl  and 
epicotyl  from  the  infected  cotyledons  in  the  case  of  diseased  seed. 
Under  favorable  conditions  the  pathogene  may  increase  with  such 
rapidity  that  the  vessels  become  filled  before  much  secondary  thick- 
ening has  taken  place.  In  this  case  a  plugging  of  the  vessels  may 
bring  about  a  w^ilting  of  the  young  plant. 


BACTERIAL  BLIGHT   OF  BEANS 


21 


CELL-WALL  DISINTEGRATION  THROUGH  BACTERIAL  ACTION 

Smith  {SJf),  working  with  Bacterium  campestre  on  turnip,  stated 
that  the  infected  cells  are  crowded  apart  by  the  growth  of  the  bac- 
teria, and  the  middle  lamella  first  disappears,  but  the  cell  walls 
proper  also  become  vague  in  outline  and  finally  disappear.  Micro- 
scopic examinations  have  shown  that  in  the  case  of  severe  infection 
of  the  hypocotyl,  epicotyl,  and  funiculus  with  Bad.  phaseoli^  dis- 
integration of  wall  material  becomes  apparent.  Careful  observation 
with  serial  sections  indicated  that  the  microtome  knife  was  not  the 
cause  of  the  disappearance  of  the  wall  or  parts  of  it.  (PI.  2,  A,  and 
figs.  7  and  8.)  It  appeared  that  the  cellulose  walls  became  disin- 
tegrated, leaving  only  the  lignified  portions  behind. 

The  protoxylem  and  metaxylem  cells  of  the  hypocotyl  and  epicotyl 
in  which  most  of  the  infection  occurs  differ  markedly  from  the 
secondary  xylem  cells  of  the  same  tissue  in  cell  size  and  in  wall 
structure.     Since  the  protoxylem  cells  are  formed  very  early  in  the 


^ab^. 


Figure  7. — Cross  section  of  a  bean  stem,  showing  bacteria  invading  metaxylem  cells 
and  passing  from  cell  to  cell  through  broken  wall.      X    1,250 

ontogeny  of  the  tissue  in  which  they  lie,  they  are  subject  to  tissue 
stresses  from  increase  in  length  and  diameter.  These  protoxylem  cells 
mature  rapidly  and  are  not  subject  to  growth  changes.  The  stresses 
brought  about  by  elongation  tend  to  stretch  the  already  mature  cells, 
and  in  many  cases  a  rifting  results.  These  cells  are  long  and  slender, 
with  thin  cellulose  walls,  reinforced  by  bands  of  lignified  secondary 
walls  to  prevent  the  collapse  of  the  thin  plastic  walls.  If  bacteria 
are  present  in  such  cells,  it  is  probable  that  natural  rifting  of  the 
tissue  would  give  the  appearance  of  disintegration;  but  since  this 
occurs  only  in  the  protoxylem,  it  does  not  explain  the  partial  disap- 
pearance of  the  walls  in  many  of  the  severely  infected  metaxylem 
cells. 

The  water-conducting  cells  of  the  metaxylem  are  the  characteristic 
cells  of  this  tissue  because  of  the  peculiar  adaptation  of  their  walls 
to  the  stretching  that  they  normally  undergo.  The  thin  plastic 
primary  walls  of  these  empty  cells  are  also  strengthened  by  the  addi- 


22  TECHNICAL  BULLETIN   18  6,  V.  S.  DEPT.  OF  AGRICULTURE 

tion  of  a  lignified  secondary  wall.  The  metaxvlem  cells  first  formed 
have  small  amounts  of  secondary  wall  in  the  form  of  rings,  whereas 
cells  formed  a  little  later  possess  spiral  bands.  The  proportionate 
amount  of  secondary  wall  increases  in  the  successively  formed  cells. 
The  fact  that  the  greatest  amount  of  infection  occurs  in  the  pri- 
mary xylem  may  possibly  be  explained  by  the  chemical  composition 
of  these  tissues.  Since  the  walls  of  the  protoxylem  and  metaxylem 
cells  are  composed  mostly  of  cellulose,  with  only  small  amounts  of 
lignin  in  the  form  of  spirals  or  rings,  bacteria  when  in  large  masses 
probably  have  the  ability  to  produce  an  enzyme  (cellulase)  with  the 
property  of  slowly  dissolving  the  materials  between  the  pits  of  the 
vessels  and  finally  other  portions  of  the  cellulose  walls,  thus  making 


Figure  8. — Cross  section  of  a  bean  funiculus,  showing  bac- 
terial disintegration  of  tissue.  The  bacteria  have  invaded 
the  xylem  elements  of  the  funiculus  and  disintegrated  the 
tissue  with  the  formation  of  a  large  lysigenous  cavity 
in  the  lower  part  of  which  portions  of  the  disintegrated 
walls  may  be  seen.      X    1,250 

it  possible  for  the  pathogene  to  gain  access  directly  into  the  xylem 
elements  or  pass  from  one  vessel  to  another.  Little  infection  takes 
place  in  the  secondary  xylem  cells,  probably  because  the  walls  are 
composed  mostly  of  lignin,  which  the  pathogene  apparently  is  unable 
to  attack. 

In  the  funicular  region  of  infected  pods  other  instances  of  cell- 
wall  disintegration  were  in  evidence.  Microscopic  examinations  of 
invaded  funiculi  many  times  revealed  large  lysigenous  cavities  show- 
ing many  stages  of  cell- wall  disappearance.  (Fig.  8.)  The  walls 
of  many  of  the  invaded  cells  were  thinner  than  the  normal  walls; 
others  were  slightly  visible,  whereas  many  of  them  had  disappeared 
altogether.  Scattered  throughout  these  large  bacterial  cavities  were 
strands  of  lignified  wall  material  not  attacked  by  bacterial  action. 


BACTERIAL   BLIGHT   OF   BEANS  23 

RELATION   OF   THE    PARASITE   TO   PODS    AND   SEEDS 

It  is  a  well-established  fact  that  Bactermm  phaseoli  is  seed  borne. 
One  of  the  most  important  points  in  the  behavior  of  the  organism 
is  its  ability  to  enter  the  pods  through  the  vascular  system  and 
infect  the  seeds  without  causing  lesions  on  the  surface  of  the  pods. 
In  entering  the  seed  through  the  vascular  system  the  pathogene 
frequently  causes  only  a  small  yellow  discoloration  at  the  hilum. 
(PI.  1,  G.)  This  sign  of  the  disease  is  not  readily  detected  in  col- 
ored seeds,  as  is  also  the  case  in  white  seeds,  where  normally  there  is 
a  slight  yellow  marking  about  the  hilum.  Seeds  that  possess  only  a 
small  amount  of  infection  without  outward  symptoms  may  cause 
much  damage  when  planted  the  following  year.  From  the  stand- 
point of  control  vascular  seed  infection  is  extremely  important.  It 
becomes  apparent  that  the  selection  of  pods  is  not  an  adequate  means 
of  control  as  in  the  case  of  bean  anthracnose,  where  the  infection 
is  localized.  To  be  positive  that  only  disease-free  seeds  are  ob- 
tained, only  pods  from  healthy  plants  should  be  selected,  and  even 
then,  if  vascular  infection  is  slight,  apparently  healthy  plants  may 
produce  seeds  that  harbor  the  pathogene. 

In  causing  this  type  of  vascular  infection,  the  bacteria  travel  up 
the  xylem  vessels  of  the  stem,  through  the  vascular  elements  of  the 
pedicel,  whence  they  pass  into  the  two  sutures  of  the  pod.  The 
lesions  on  the  sutures  of  severely  infected  pods  are  easily  detected, 
since  they  cause  a  discoloration  of  the  vascular  tissue,  and  in  many 
cases  water-soaked  lesions  extend  along  these  sutures,  particularly 
the  dorsal.  (PL  1,  I.)  The  bacteria  then  travel  from  the  xylem 
vessels  of  this  suture  to  those  that  pass  into  the  funiculus  and  are 
then  carried  into  the  seed  coats  by  way  of  the  raphe.  The  raphe 
extends  only  a  short  distance  into  the  integuments  and  becomes  un- 
differentiated tissue,  similar  to  that  making  up  the  third  and  fourth 
nutritive  cell  layers  of  the  seed  coat.  After  the  bacteria  enter  the 
coats  they  make  their  way  into  the  intercellular  spaces,  which  are 
extremely  large  and  afford  an  easy  passage  for  the  spread  of  the 
organism  throughout  the  tissue.  (Fig.  9,  A.)  When  in  sufficient 
numbers  the  organisms  may  destroy  this  tissue  without  the  produc- 
tion of  any  outward  symptoms  on  the  seed. 

The  first  layer  of  the  seed  coat  is  composed  of  large  palisadelike 
cells,  thick  walled  and  upwards  of  60/x  in  length.  On  both  sides 
of  the  hilum  slit,  which  is  found  in  the  center  of  the  hilum,  two 
layers  of  palisade  cells  are  present,  while  immediately  beneath  the 
slit  is  a  group  of  sclerenchyma  cells  with  reticulated'  walls  which, 
according  to  Tschirch  and  Oesterle  {38)^  probably  serve  to  prevent 
the  entrance  of  fungi  into  the  seed.  Below  this  palisadelike  epider- 
mal layer  is  found  a  layer  of  cells  known  as  the  "  I  "  layer,  being 
made  up  of  hourglass-shaped  cells  18/x  to  22/x  in  height,  containing 
calcium-oxalate  crystals  and  possessing  no  intercellular  spaces.  Be- 
low these  two  layers  are  found  the  nutritive  spongy  tissue  with  large 
intercellular  spaces  into  which  the  raphe  enters.  Bacteria  passing 
into  the  seed  coats  by  means  of  the  raphe  traverse  this  region  exten- 
sively, as  previously  mentioned,  but  they  seldom  invade  the  first  two 
layers  of  the  seed  coat. 

The  old  conception  that  direct  penetration  occurs  through  the 
outer  layers  of  the  seed  coat  is  difficult  to  explain,  since  in  the  first 


24  TECHNICAL  BULLETIN   186,  U.  S.  DEPT.  OF  AGRICULTURE 


Figure  9.— Intercellular  penetration  of  bacteria  in  bean-seed  tissues : 
A,  Bacteria  are  shown  in  the  large  intercellular  spaces  of  the  third 
layer  of  the  seed  coat;  B,  bacteria  embedded  in  slime  in  the  cotyle- 
donary  intercellular  spaces,  causing  the  cells  to  be  pushed  apart 
X    1,250 


BACTERIAL  BLIGHT   OF   BEANS  25 

place  the  epidermal  cells  are  covered  with  a  layer  of  cutin  or  suberin ; 
and  secondly,  their  cell  walls  are  extremely  thick  and  without  inter- 
cellular spaces  so  that  penetration  would  be  difficult.  The  symptoms 
on  mature  seeds  infected  other  than  at  the  hilum,  which  are  so  often 
illustrated,  may  be  caused  by  some  other  parasite,  possibly  Colleto- 
tHchwn  ImdeviutManvmi.  Much  of  the  discoloration  seen  on  mature 
bacterial-blight  infected  seeds  is  probably  due  to  the  disintegration 
of  the  cells  below  the  palisadelike  epidermal  cells.  This  is  especially 
apparent  in  white-seeded  varieties.  In  severely  infected  seeds,  be- 
sides this  discoloration,  a  shriveling  occurs,  because  of  the  collapse 
of  the  third,  fourth,  and  fifth  layers  of  the  first  integument.  In 
cases  where  bacterial  penetration  is  slight,  no  discoloration  is  in 
evidence  at  the  hilar  region,  and  it  is  often  impossible  to  demonstrate 
macroscopically  the  presence  of  the  organism,  although  if  severe 
infection  takes  place  a  yellow  or  water-soaked  discoloration  is 
evident. 

When  bacteria  are  found  in  large  masses  in  the  vascular  elements 
of  the  dorsal  suture  of  the  pod,  they  often  cause  disintegration  of 
the  tissue  and  enter  the  surrounding  parenchyma  cells  and  thence  pass 
into  the  pod  cavity  where  the  young  ovules  are  beginning  to  develop. 
When  funicular  infection  is  severe,  this  tissue  is  destroyed,  and  the 
seeds  fail  to  undergo  further  development.  It  is  a  common  occur- 
rence to  find  one  or  two  ovules  of  a  pod  decidedly  shrunken,  with  the 
remaining  seeds  developed  to  maturity. 

When  the  pathogene  enters  the  seed  while  in  the  milk  stage  the 
bacteria  in  the  seed  coats  may  pass  into  the  regions  of  the  cotyledons 
and  under  certain  conditions  entirely  surround  these  structures.  The 
bacteria  appear  to  remain  in  this  region  as  well  as  in  the  seed  coats  in 
a  dormant  condition  and  do  not  cause  the  embryonic  plant  to  become 
infected  until  the  time  of  germination. 

This  type  of  infection  has  been  reported  by  both  Barss  (^)  and 
Burkholder  (5)  as  being  of  a  serious  nature,  since  no  external  lesions 
are  noticeable  on  the  pod.  The  writer's  researches  have  shown  that 
a  considerable  amount  of  infection  takes  place  in  this  manner ;  how- 
ever, bacterial  penetration  through  the  micropyle  of  the  seed  is 
equally  as  important  as  vascular  penetration  and  possibly  more 
widespread. 

The  bacteria  may  enter  the  pod  cavity,  as  stated  above,  by  breaking 
out  from  the  vascular  tissue  of  the  dorsal  suture  or  the  funiculus,  or 
by  making  their  way  into  the  pod  stomata.  From  here,  as  in  the 
leaf  and  stem,  the  pathogene  fills  the  substomatal  cavity  (fig.  1,  E), 
passes  into  the  intercellular  spaces,  gradually  becomes  intracellular, 
and  later  causes  a  disintegration  of  this  tissue.  The  organisms  have 
likewise  been  found  in  the  xylem  vessels,  which  may  distribute  them 
to  all  portions  of  the  pod.  In  some  cases  they  break  out  from  the 
vessels  and  when  in  large  masses  cause  disintegration  of  the  sur- 
rounding cells.  They  may  then  pass  into  the  pod  cavity,  where  they 
increase  rapidly  because  of  the  favorable  conditions  for  their  develop- 
ment. Numerous  pods  have  been  cut  open,  and  in  many  instances 
where  only  a  slight  amount  of  infection  was  in  evidence  on  the 
exterior  of  the  pod  the  inner  cavities  contained  large  masses  of 
bacteria  embedded  in  a  slime,  surrounding,  in  many  cases,  each 
individual  seed.  In  such  cases  micropylar  invasion  is  a  simple 
matter. 


26  TECHNICAL  BULLETIN   186,  U.  S.  DEPT.  OF  AGRICULTURE 

The  microp}^le  is  a  natural  opening  in  the  palisade  epidermis  of 
the  seed  coat,  and  the  bacteria  may  enter  here  and  reach  the  seed 
coats  with  little  difficulty.  Below  this  point  of  entry  a  cavity  is 
found,  and  the  surrounding  cells,  which  are  decidedly  thick  walled, 
appear  to  be  little  affected  by  bacterial  action.  However,  when  the 
organisms  once  make  their  way  into  the  underlying  tissues,  little 
opposition  seems  to  be  encountered.  The  bacteria  pass  readily 
through  the  large  intercellular  spaces  of  the  seed  coat  (fig.  9,  A) 
and  later  break  down  this  tissue,  causing  in  severe  cases  a  shriveling 
of  the  developing  ovule. 

It  is  in  the  immediate  vicinity  of  the  micropylar  opening  that  the 
young  developing  embryo  is  found.  As  the  seed  begins  to  germinate, 
the  young  hypocotyl  elongates  and  may  push  its  way  through  this 
diseased  region  as  it  emerges  through  the  seed  coat.  Since  the  young 
epidermal  cells  are  very  compact,  with  small  intercellular  spaces, 
penetration  into  this  tissue  appears  to  be  somewhat  difficult. 

In  examining  diseased  germinated  seeds  it  is  not  uncommon  to 
find  the  embryonic  tip  of  the  hypocotyl  of  many  young  embryos 
killed  before  emergence.  It  seems  likely  that  the  pathogene  present 
in  the  seed  coats  in  close  proximity  to  this  structure  may  cause  the 
death  of  these  tissues,  but  the  entrance  of  the  bacteria  into  these 
cells  while  they  are  still  in  the  embryonic  condition  has  not  as  yet 
been  actually  observed.  If  the  bacteria  are  later  found  to  enter 
these  cells,  then  much  of  the  seedling  wilt  can  be  explained. 

Stomata  have  been  found  on  the  hypocotyl  above  and  below  ground 
after  cell  elongation  has  taken  place.  As  this  structure  grows 
through  the  diseased  seed  coat,  it  appears  to  be  possible  for  the 
pathogene  to  be  carried  along  the  surface  of  the  cells,  and  as  the 
stomata  are  formed  the  adhering  bacteria  under  favorable  condi- 
tions might  enter  these  openings,  causing  infection  in  this  region. 

It  has  likewise  been  observed  that  often  in  the  case  of  diseased 
seed  the  embryonic  folds  of  the  epicotyl,  while  still  lying  between 
the  cotyledons,  are  surrounded  by  bacteria.  This  fact  may  account 
for  the  occurrence  of  the  common  initial  water-soaked  lesions  often 
found  on  the  primary  leaves  of  young  diseased  plants.  These  lesions 
usually  appear  on  the  opposite  simple  leaves  in  exactly  the  same  posi- 
tion, making  it  appear  that  the  bacteria  enter  these  embryonic  struc- 
tures at  the  time  when  the  primary  leaves  are  still  folded  together. 

The  bacteria  that  pass  into  the  micropyle  and  invade  the  large 
intercellular  spaces  of  the  seed  coat  may  remain  there  in  a  dormant 
condition  until  they  penetrate  into  the  cotyledonary  tissue  at  germ- 
ination time.  On  the  other  hand,  if  they  enter  the  seed  through  the 
vascular  system  they  become  well  established  in  the  seed  coat  also, 
since  they  multiply  therein  and  pass  throughout  by  way  of  the  inter- 
cellular spaces.  (Fig.  9,  A.)  In  this  way  they  may  migrate  into 
the  region  of  the  micropyle,  at  which  point  they  may  pass  out  of  it 
and  enter  the  cavity  of  the  pod,  where  they  multiply  rapidly  because 
of  the  extremely  high  moisture  conditions  and  abundant  food  supply. 
The  organisms  spread  readily  throughout  this  cavity  and  may  infect 
other  young  seeds  by  entering  their  micropyles.  In  this  manner  it 
can  be  seen  that  from  a  single  infected  seed  all  the  seeds  of  a  pod 
may  become  infected  without  the  presence  of  a  lesion  on  the  exterior 
of  the  pod. 


BACTERIAL  BLIGHT   OF  BEANS  27 

PENETRATION  OF  BACTERIA  INTO  THE  COTYLEDON 

The  most  important  phase  of  seed  infection  is  the  penetration  of 
the  organism  into  the  cotyledonary  tissues.  For  the  study  of  this 
phase  of  the  problem,  diseased  seeds  were  surface  sterilized  in  a  solu- 
tion of  mercuric  chloride  1-1,000  for  35  to  45  seconds,  washed  in 
three  changes  of  sterile  water,  and  placed  in  sterile  Petri  dishes 
between  moistened  sterilized  filter  paper.  The  seeds  were  allowed 
to  germinate,  and  after  the  young  hypocotyl  had  emerged  through 
the  micropyle  the  seed  coats  were  removed  and  one  of  the  cotyledons 
of  each  seed  was  killed  in  formal-acetic  acid  fixative,  the  other  being 
used  for  the  isolation  of  the  organism.  The  killed  cotyledons  were 
embedded  in  paraffin,  sectioned,  and  stained  in  the  usual  manner. 

Since  cotyledonary  penetration  occurred  only  in  germinated  seeds, 
it  was  suspected  that  the  reason  for  the  lack  of  infection  in  ungermi- 
nated  ones  was  because  of  some  protective  covering,  either  cutin  or 
suberin,  over  the  cotyledonary  epidermal  cells  of  ungerminated  seeds. 
Microchemical  tests  were  made  for  the  presence  of  these  substances 
by  treating  freshly  cut  sections  of  cotyledons  with  a  solution  of 
Sudan  III.  The  sections  were  allowed  to  remain  in  this  solution  for 
15  minutes,  after  which  they  were  washed  in  50  per  cent  alcohol, 
placed  in  glycerin,  and  examined.  The  tests  demonstrated  that  the 
amount  of  suberin  or  cutin  was  extremely  small  and  that  there  was 
no  difference  in  the  amounts  in  the  cotyledons  at  various  stages  of 
development. 

Microscopic  examination  of  the  embedded  material  revealed  that 
as  the  cotyledon  absorbed  water  at  the  time  of  germination  the  sud- 
den enlargement  of  the  epidermal  cells  resulted  in  numerous  in- 
stances in  the  pulling  apart  of  their' adjoining  outer  walls.  After 
observing  these  small  rifts,  and  in  many  cases  large  tears,  in  the 
cotyledonary  tissues,  measurements  of  epidermal  cells  were  made 
before  and  after  germination.  These  cells  are  distinctly  of  two  sizes, 
those  adjacent  to  the  hilum  being  considerably  longer  than  the  cells 
on  the  opposite  side  of  the  cotyledon.  Measurements  of  50  cells  of 
both  types  were  made  before  and  after  germination.  It  was  noted 
that  the  average  length  of  the  former  cells  before  germination  was 
46/>i,  whereas  these  same  cells  after  germination  had  enlarged  to  ap- 
proximately 82.8/x  in  length.  The  other  type  of  cells  before  germi- 
nation averaged  8.64/x,  whereas  after  germination  they  increased  to 
14.25/t;i  in  length.  As  for  increase  in  width  before  and  after  germi- 
nation, little  difference  in  size  was  noted. 

It  becomes  apparent  that  with  the  imbibition  of  water  the  seed 
swells  enormously.  The  mature  cell  walls  apparently  do  not  allow 
for  much  expansion,  and  because  of  the  enormous  increase  in  length 
a  natural  pulling  apart  of  the  cells  results.  (PI.  2,  B,  and  fig.  10,  B, 
E,  and  F.)  Some  of  these  tissue  tears  are  extremely  small  and  are 
often  in  the  form  of  a  small  V  (fig.  10,  B),  while  others  have  been 
found  to  measure  as  much  as  9.8/*. 

With  the  pulling  apart  of  the  epidermal  cells  there  is  likewise  a 
stretching  of  the  intercellular  spaces.  The  bacteria  on  the  outside 
of  the  cotyledon  may  enter  these  rifts,  pass  into  the  intercellular 
spaces,  and  in  some  cases  cause  them  to  swell  to  enormous  size  with 
the  distortion  of  the  adjacent  cells.  (PI.  2,  B,  and  fig.  9,  B.)  Dis- 
integration then  takes  place,  and  the  bacteria  rapidly  traverse  the 


28  TECHNICAL  BULLETIN   186,  U.  S.  DEPT.  OF  AGRICULTURE 


'*;-; ''  -  -  ^^ v^' A  v'.-..-: ' 


<-^^v^''0''^;:^r^ 


Figure  10. — Cross  sections  of  bean-seed  material  showing  normal  and  bacteria- 
infected  tissues :  A. — Normal  cotyledonary  epidermal  cells  which  show  dark- 
stained  areas  where  the  cells  are  pulled  apart  at  germination  time.  X  1,250. 
B. — ^A  natural  rift  in  the  epidermis  caused  by  a  stretching  of  the  epidermal 
cells.  X  1,250.  C. — Bacteria  embedded  in  a  slime  in  the  Intercellular  space 
of  cotyledonary  cells.  X  1,250.  D, — Bacteria  invading  the  cells  of  the 
funiculus.  X  850.  E.  and  F. — Bacteria  entering  the  natural  epidermal  rifts 
of  the  cotyledon  and  infecting  the  cells  below  the  epidermis.      X   1,250 


BACTERIAL  BLIGHT  OF  BEANS  29 

cotyledonary  tissue,  often  forming  cavities.  It  appears  that  the  bac- 
teria may  then  pass  into  the  vascular  elements  and  thence  enter  the 
xylem  cells  of  the  hypocotyl  and  epicotyl  at  the  cotyledonary  node. 

In  connection  withj  epidermal  penetration,  microchemical  tests 
were  made  to  determine  the  possible  composition  of  the  cell  walls  at 
various  stages  of  development.  Fresh  sections  of  seeds  in  the  milk, 
mature,  and  germinating  stages  were  made  and  placed  in  small  vials 
of  ether  for  the  extraction  of  existing  oils  and  fats.  The  material 
was  then  treated  with  a  0.05  per  cent  solution  of  ammonium  oxalate 
and  placed  on  a  sand  bath  at  90°  C.  for  a  few  hours.  The  vials  were 
allowed  to  stand  for  a  short  period  at  ordinary  temperatures,  and 
upon  examination  it  was  observed  that  the  cells  of  the  germinated 
cotyledons  were  not  well  intact  and  apparently  had  their  middle 
lamellae  somewhat  dissolved  by  the  ammonium  oxalate.  The  epi- 
dermal cells  were  likewise  in  a  disintegrated  condition,  demonstrat- 
ing that  the  walls  were  probably  composed  of  a  soluble  substance, 
pectinlike  in  nature.  The  walls  of  the  cotyledons  in  the  milk  stage 
and  also  those  in  the  mature  condition  remained  intact,  demonstrat- 
ing the  presence  of  an  insoluble  substance. 

From  this  it  can  be  assumed  that  penetration  into  the  germinated 
cotyledon  might  be  explained  by  a  dissolution  of  the  soluble  mate- 
rial in  the  walls  of  the  cotyledonary  cells.  At  the  time  of  germina- 
tion the  food  materials  in  the  seed  are  being  changed .  to  soluble 
substances  for  the  nourishment  of  the  young  developing  embryo.  If 
the  composition  of  the  epidermal  cells  is  likewise  changed,  as  the 
foregoing  experiment  indicated,  it  appears  that  the  bacteria,  after 
once  gaining  entrance  into  the  epidermis  through  small  ruptures  that 
are  formed  during  germination,  make  rapid  progress  into  the  inner 
tissues  of  the  seed. 

Further  to  substantiate  the  above  results,  similar  material  was 
stained  with  the  Giemsa  stain,  which,  as  stated  before,  has  an  afiinity 
for  middle-lamella  material,  staining  these  substances  deeply.  Cer- 
tain regions  of  the  epidermal  walls  of  uninfected  cotyledons  took  this 
stain  very  readily.  (Fig.  10,  A.)  These  regions  were  found  be- 
tween the  cells  and  extended  a  short  distance  to  both  sides  of  these 
cells  where  bacterial  penetration  in  the  case  of  diseased  cotyledons 
took  place.  It  seems  reasonable  to  suppose  that  these  dark-stained 
areas  are  composed  of  a  soluble  pectinlike  substance,  as  the  results 
indicated.  If,  as  is  believed,  the  bacteria  secrete  an  enzyme,  pec- 
tinase,  these  darkly  stained  areas  can  be  broken  down,  especially  after 
the  bacteria  have  made  their  way  into  the  small  epidermal  rifts 
caused  by  an  enlargement  of  the  cells.     (Fig.  10,  F.) 

Briefly,  the  cycle  of  development  of  the  disease  in  the  light  of  the 
pathological  histology  may  be  traced  as  follows :  The  bacteria  in  the 
seed  coats  make  their  way  into  the  region  between  and  about  the 
cotyledons,  and  with  the  ge^rmination  of  the  seed  the  pathogene  en- 
ters the  cotyledonary  tissue,  follows  the  intercellular  spaces  (fig. 
10,  C),  and  finally  may  gain  access  to  the  vascular  elements.  From 
here  it  passes  into  the  young  seedling,  traveling  up  the  vessels  of  the 
epicotyl  and  part  way  down  the  hypocotyl.  Burkholder  (5)  states 
that  the  bacteria  extend  into  the  root  system.  He  remarks  that  in 
the  xylem  vessels  of  the  tap  and  lateral  roots  great  masses  of  bacteria 
are  found  similar  to  those  observed  in  that  part  of  the  plant  above 


30  TECHNICAL  BULLETIN   18  6,  U.  S.  DEPT.  OF  AGRICULTURE 

ground.  Similar  results  have  not  been  observed  by  the  writer; 
however,  bacteria  have  been  demonstrated  in  the  vessels  of  the  tran- 
sition stage  of  the  hypocotyl,  that  portion  in  which  the  xylem  de- 
velopment changes  from  the  exarch  to  the  endarch  condition. 

After  the  bacteria  enter  the  vascular  system  the  seedling  often 
wilts.  The  cause  of  this  wilting  has  not  been  definitely  established 
as  yet.  It  might  be  owing  to  a  plugging  of  the  vessels  by  the  bac- 
teria and  retarding  the  transpiration  stream  of  the  plant  by  causing 
the  invaded  tissues  to  become  disintegrated  or  as  a  result  of  toxic 
effects  of  the  metabolic  by-products  of  the  organism.  The  bacteria 
in  the  surviving  plants  multiply  rapidly  and  with  this  increase  pro- 
duce considerable  slime  possessing  high  absorptive  properties.  They 
break  through  the  vessels  and  spread  into  the  near-by  parenchyma 
cells,  with  a  gradual  disintegration  of  this  tissue  resulting  in  the 
production  of  large  bacterial  pockets. 

The  bacteria  travel  up  the  stem,  enter  the  vessels  of  the  petiole, 
and  mass  to  a  great  extent  in  the  xylem  elements  of  the  pulvinus,  this 
tissue  being  more  succulent  than  the  tissues  of  the  hypocotyl,  epicotyl, 
or  petiole.  From  here  the  pathogene  passes  into  the  main  vein  of 
the  leaf  and  thence  into  the  smaller  veins  and  veinlets.  On  the  other 
hand,  the  bacteria  may  enter  the  stomata  of  the  leaf,  pass  into  the 
intercellular  spaces  of  the  parenchyma,  enter  the  vessels,  and  thence 
pass  into  the  vascular  elements  of  the  petiole  and  epicotyl. 

From  the  xylem  vessels  of  the  stem  the  bacteria  pass  into  those  of 
the  pedicel  and  peduncle  and  enter  the  sutures  of  the  pod.  From 
the  dorsal  suture  they  enter  the  funiculus  (fig.  10,  D),  either  dis- 
integrating this  structure  to  such  an  extent  that  the  seeds  fail  to 
develop,  or  traveling  through  the  raphe  which  leads  into  the  seed 
coats,  where  the  organism  overwinters.  The  bacteria  entering  the 
pod  cavity  either  from  the  funicular  region  or  directly  from  the 
stomata  of  the  pod  make  their  way  thence  into  the  seed  coats. 
The  young  plants  may  become  infected  at  the  time  of  germination, 
and  the  cycle  is  then  repeated. 

VARIETAL  RESISTANCE 

For  a  number  of  years  past  considerable  progress  has  been  made 
in  the  development  of  varieties  of  beans  resistant  to  some  of  the 
common  maladies.  Most  of  this  development,  however,  has  dealt 
with  bean  anthracnose  caused  by  C oUetotrichum  lindemuthianum^ 
root  rot  caused  by  Fusarium  martii  phaseoli^  and  mosaic.  Little 
has  been  accomplished  in  the  breeding  of  varieties  resistant  to  the 
common  blight  caused  by  Bacterium  phaseoli. 

The  works  of  Burkholder  {6)  and  Rands  and  Brotherton  {27)  on 
varietal  resistance  to  bacterial  blight  are  well  known  and  need  no 
review.  Since  these  tests  were  carried  on  in  New  York  and  Michi- 
gan, respectively,  where  climatic  conditions  are  somewhat  different 
from  those  in  Wisconsin,  it  was  deemed  advisable  to  duplicate  these 
studies.  The  problem  was  carried  on  for  a  period  of  three  summers, 
practically  all  of  the  commercial  canning-bean  varieties  being  used. 

METHODS 

Bacterial  cultures  for  all  inoculation  experiments  were  grown  in 
large  quantities,  which  necessitated  large  surfaces  upon  which  to 


BACTERIAL  BLIGHT  OF  BEANS  31 

grow  the  organism.  For  this  purpose  liter  flasks  were  at  first  em- 
ployed, but  it  was  later  found  that  500-c.  c.  culture  bottles  were 
more  advantageous.  About  1  inch  of  potato-dextrose  agar  was 
placed  in  the  flask,-  sterilized,  and  then  tipped  upon  its  side  to  pro- 
vide a  larger  surface.  An  ordinary  test-tube  culture  of  Bacteriwrn 
phaseoU  was  washed  off  with  sterile  water,  and  the  suspension  poured 
into  the  flask  containing  the  agar.  These  transfers  were  made  under 
a  hooded  chamber,  previously  sterilized,  to  prevent  contamination. 
The  flasks  containing  the  bacteria  were  allow^ed  to  incubate  at  28° 
C.  from  three  to  five  days,  after  which  they  were  washed  off  with 
sterile  water,  and  the  suspension  was  placed  in  a  hand  spray  pump. 

The  beans  inoculated  in  the  preliminary  tests  to  establish  a  suit- 
able method  were  grown  in  rows  about  3  feet  apart.  Boxes  were 
placed  over  the  plants  after  they  had  been  sprayed  with  the  bac- 
terial suspension,  and  a  slight  spray  of  water  was  directed  over 
them  for  a  period  of  48  hours.  The  boxes  were  then  removed  and 
the  plants  examined  daily  for  symptoms.  Check  plants  were  run 
in  the  sanie  manner,  but  instead  of  the  bacterial  suspension  distilled 
water  was  used.  At  the  end  of  12  days  characteristic  blight  lesions 
were  noticed  on  the  inoculated  plants,  whereas  the  checks  were  free 
from  blight. 

The  success  of  this  method  of  inoculation  led  to  a  large-scale  ex- 
periment in  which  40  different  varieties  of  beans  were  used,  each 
variet}^  consisting  of  one  40-foot  row  and  the  varietal  rows  8  feet 
apart.  A  similar  plot  was  planted  as  a  check.  With  the  use  of  a 
3-gallon  compressed-air  sprayer  the  under  side  of  the  leaves  could 
be  covered  easily  with  the  inoculum.  The  plants  were  inoculated 
at  various  times  of  the  day,  and  the  amount  of  infection  was  noted 
in  each  case.  Some  were  inoculated  early  in  the  morning,  others  in 
the  late  afternoon^ just  before  sunset,  and  still  others  early  in  the 
evening.  The  best  results  w^ere  noted  on  the  plants  that  were  in- 
oculated in  the  late  afternoon.  The  possible  explanation  for  this  is 
that  the  leaf  stomata  were  open  wider  at  that  period  than  at  other 
times  of  the  day.  Even  though  the  sun  was  shining,  it  was  not 
intense  enough  to  cause  any  appreciable  drying  of  the  bacteria. 
Under  these  conditions  a  high  percentage  of  infection  resulted. 
When  the  plants  were  inoculated  at  night  there  was,  without  doubt, 
considerable  moisture  in  the  form  of  dew  on  the  plants.  The  sto- 
mata, however,  were  not  as  wide  open  as  during  the  day,  as  shown 
by  greenhouse  studies,  and  this  probably  accounted  for  the  small 
amount  of  infection.  The  bacteria  sprayed  on  the  plants  early  in 
the  morning  probably  dried  to  a  large  degree  because  of  sunlight, 
and  hence  comparatively  little  infection  resulted. 

In  order  to  produce  a  maximum  amount  of  infection,  the  plants 
were  inoculated  at  various  stages  of  development,  viz,  before  blos- 
soming, during  the  blossoming  period,  and  at  the  time  of  pod  for- 
mation. Checkrows  similar  to  those  inoculated  were  allowed  to 
grow  normally.  Observations  on  varietal  resistance  and  suscepti- 
bility were  made  from  time  to  time.  A  small  amount  of  infection 
was  noted  in  the  check  plots,  having  come  about  through  natural 
spread  from  the  inoculated  plots. 

During  the  summer  of  1927  a  third  type  of  inoculation  was  carried 
on  with  fairly  good  results.  The  two  varieties  used  for  this  experi- 
ment were  the  Refugee  Wax,  a  fairly  resistant  variety,  and  Full 


32  TECHNICAL  BULLETIN   186,  U.  S.  DEPT.  OF  AGRICULTURE 

Measure,  one  quite  susceptible.  A  very  thick  water  suspension  of 
the  organism  was  made,  and  seeds  of  the  two  varieties  mentioned 
were  soaked  in  this  suspension  for  about  five  minutes,  after  which 
they  were  planted.  The  suspension  was  then  poured  over  the  Kefu- 
gee  Wax  seeds  after  being  placed  in  the  furrow,  while  the  Full 
Measure  seeds  were  covered  with  soil  without  the  last  treatment. 
The  planting  was  made  July  1.  On  July  27  these  two  varieties 
were  examined  for  symptoms.  The  Eefugee  Wax  showed  very  little 
infection,  whereas  the  Full  Measure  was  heavily  infected.  Besides 
having  many  leaf  lesions,  much  infection  was  noted  at  the  cotyledon- 
ar}^  node,  indicating  that  the  bacteria,  after  the  seed  coats  had  been 
ruptured,  had  possibly  made  their  way  into  the  cotyledonary  tissue 
and  thence  passed  into  the  vascular  elements  of  the  epicotyl  and  hypo- 
cotyl,  producing  lesions  at  the  point  of  entry  into  the  seedlings.  Even 
though  both  of  these  varieties  were  given  the  same  soaking  treatment, 
many  more  of  the  seed  coats  of  the  Refugee  Wax  variety  than  of  the 
Full  Measure  were  ruptured.  This  apparently  had  little  effect  on  the 
amount  of  infection,  since  the  Refugee  Wax  had  fewer  lesions  as 
compared  with  the  Full  Measure,  which  showed  a  high  degree  of 
susceptibility.  Since  this  type  of  inoculation  is  far  more  satisfactory 
than  the  ordinary  type  mentioned  previously,  because  of  the  fact 
that  weather  conditions  do  not  have  to  be  taken  into  consideration 
for  abundant  infection,  it  is  entirely  possible  that  it  would  be  feasi- 
ble for  use  in  varietal-resistance  work. 


VARIETAL  TESTS 

Table  2  shows  the  results  of  three  summers'  work  on  the  problem 
of  varietal  resistance.  All  of  the  varieties  listed  were  grown  either 
in  1925,  1926,  1927,  or  in  each  of  the  three  years.  The  amount  of 
infection  recorded  as  "  very  light "  corresponds  to  any  infection  up 
to  5  per  cent  of  the  crop ;  "  light  "  indicates  approximately  25  per 
cent  of  the  crop  infected,  "  medium  "  about  50  per  cent,  "  heavy  " 
65  per  cent,  "  severe  "  about  80  per  cent,  and  "  very  severe  "  that  all 
of  the  plants  were  infected. 

Table  2. — Amount  of  infection  on  a  numl)er  of  oommercial  canning  'beans 
inoculated,  with  Bacterium  phaseoU  in  1925,  1926,  and  1927,  under  field 
conditions 

[it,  Very  light  infection;  +,  light  infection;  ++,  medium  infection;  +++,  heavy  infection;  ++++f 
severe  infection;  +++++,  very  severe  infection] 


Average  degree  of 
infection 


Type  of 
bean 


Variety 


1925 


1926 


1927 


ery  light. 
Light 


Green, 
-do... 


Do. 


Wax. 


Medium. 


Green. 


Rogers  Stringless  Green  Refugee 

Refugee  1,000-1.. 

Extra  Early  Refugee 

Keeney   Stringless  Green  Refugee 

Full  Measure 

Low  Champion 

Burpee  Fordhook  Favorite  bush  bean. 

Burpee  New  Kidney  Wax 

Rogers  Improved  Kidney  Wax 

Round  Pod  Kidney  Wax... 

Pencil  Pod  Wax 

Webber  Wax 

Rust  proof  Golden  Wax... 

Giant  Stringless  Green  Pod 

Burpee  Stringless  Green  Pod 

Dwarf  Horticultural 

Longfellow. 

Improved  Round  Pod  Valentine 


+ 


± 

± 

± 

=fc 

± 

± 

± 

+ 

db 

+ 

+ 

+ 

++ 

+ 

+ 

+ 

+ 

++ 

+ 

+ 

++ 

++ 

+++ 

++ 


+ 
++ 


+ 
++ 

+++ 
+++ 


BACTERIAL   BLIGHT   OF   BEANS 
Table  2. — Amount  of  infection,  etc. — Continued 


33 


Average  degree  of 
infection 

Type  of 
bean 

Variety 

1926 

1926 

1927 

Wax 

...do 

Green 

Wax 

Green 

Wax 

Sure  Crop  Wax.     . 

+ 

db 

++ 

++ 
++++ 
++++ 

++++ 
++++ 
++++ 
++++ 
++++ 
+++++ 
+++++ 

++ 

Olds  Late  Stringless  Wax 

+ 

Medium..  V 

Olds  Early  Stringless  Wax 

+++ 

Refugee  Wax 

++ 

++ 

Hodson  Wax 

4- 

[Improved  Golden  Wax 

+++++ 

+++ 

Currie  Rustproof  Wax*. 

+++ 

Davis  White  Wax 

-f-f-f 

Burpee  Black  Wax 

Bountiful 

++++ 

++++ 

Severe... 

Black  Valentine 

4.4. 

Wells  Red  Kidney 

++++ 

Tk^r^ 

/Old  Style  Wax 

+++++ 

++++ 

+++++ 

+++ 

IWardwell  Wax 

+-h++ 

Very  severe 

Tennessee  Green  Pod 

T*;^ 

/Crystal  White  Wax.. 

\Keeney  White-seeded  Wax 

+++++ 

From  these  results  it  can  readily  be  seen  that  the  different  varie- 
ties of  beans  show  considerable  variation  in  their  susceptibility  to 
bacterial  blight.  There  are  no  known  varieties  that  show  absolute 
resistance  to  the  pathogene,  but  there  are  a  few  that  exhibit  a  high 
degree  of  resistance.  The  Refugee  types,  comprising  Extra  Early 
Green  Refugee,  Refugee  1000-1,  the  Stringless  Refugee,  and  Refugee 
Wax  show  little  evidence  of  infection.  Fortunately,  most  of  these 
varieties  are  of  an  excellent  type  and  quality  and  are  used  to  a  great 
extent  by  many  of  the  Wisconsin  canners.  With  the  exception  of 
the  Refugee  Wax,  they  are  later  than  other  varieties,  and  it  has  been 
suggested  that  possibly  they  owe  their  resistance  to  their  lateness 
of  maturity.  Other  varieties  that  show  a  medium  degree  of  resist- 
ance coupled  with  good  canning  qualities  are  Giant  Stringless  Green 
Pod,  Burpee  Stringless  Green  Pod,  Full  Measure,  Burpee  New  Kid- 
ney Wax,  Round  Pod  Eadney  Wax,  and  Rogers  Improved  Kidney 
Wax.  Extremely  susceptible  varieties  are  Bountiful,  Dwarf  Horti- 
cultural, Tennessee  Green  Pod,  Improved  Golden  Wax,  Old  Style 
Wax,  Wardwell  Wax,  Currie  Rustproof  Wax,  Crystal  White  Wax, 
Keeney  White-seeded  Wax,  and  Wells  Red  Kidney. 

Table  2  shows  that  the  results  in  each  case  over  the  3-year  period 
are  not  at  all  comparable.  This  can  be  explained  because  similar 
weather  conditions  did  not  prevail  in  the  respective  years  which 
gave  some  variation  in  the  degree  of  infection. 

SUMMARY 

Bacterial  blight  of  beans  caused  by'  Bacteriimi  phaseoli  is  seed 
borne  and  may  cause  characteristic  lesions  on  stems,  leaves,  pods, 
and  seeds.  In  cases  of  severe  infection  the  seedling  may  often 
manifest  a  wilting,  resulting  from  disintegration,  toxic  effects  of 
the  bacterial  by-products,  or  plugging  of  the  xylem  vessels  of  the 
stem. 

Infection  is  markedly  influenced  by  moisture.  Plants  placed  in 
a  saturated  humidity  with  the  proper  temperature  and  light  show 
a  high  percentage  of  infection. 

The  bean-blight  organism  is  widely  distributed  with  infected  seed. 
Local  dissemination  of  the  parasite  may  be  brought  about  by  dew. 


34  TECHNICAL  BULLETIN   18  6,  U.  S.  DEPT.  OF  AGRICULTURE 

rain,  hail,  wind,  bean  straw,  insects,  surface  drainage,  and  irrigation 
waters.  The  importance  of  seed  transmission  is  increased  when  the 
practice  of  inoculating  the  seed  with  a  water  suspension  of  the  root- 
nodule  organism.  Bacillus  radidcola^  is  employed,  owing  to  the  fact 
that  this  method  of  moistening  the  seed  spreads  the  blight  parasite 
from  a  few  infected  seeds  over  the  entire  lot. 

Leaf  infections  are  stomatal.  Bacteria  then  invade  the  intercel- 
lular spaces,  causing  a  gradual  dissolution  of  the  middle  lamella. 
Later  cell  disintegration  takes  place,  with  the  formation  of  bacterial 
pockets.  Stem  infection  occurs  through  the  stomata  of  the  hypo- 
cotyl  and  epicotyl,  through  the  vascular  elements  leading  from  the 
leaf  to  the  stem,  or  from  infected  cotyledons.  Bacteria  in  the  xylem 
vessels  may  cause  a  wilting  of  the  plant  either  by  plugging  of  the 
vessels  or  by  disintegration  of  the  cell  walls.  Little  infection  is 
found  in  the  secondary  xylem  because  of  the  composition  of  the  wall 
material. 

Experimental  evidence  shows  that  the  pathogene  is  harbored  below 
the  seed  coats.  The  organisms  pass  into  the  sutures  of  the  pods  from 
the  vascular  system  of  the  pedicel  and  make  their  way  into  the 
funiculus  and  thence  through  the  raphe  leading  into  the  seed  coats. 
Another  method  of  entry  into  the  seed  is  through  the  micropyle.  No 
case  of  direct  penetration  through  the  seed  coat  has  ever  been 
observed. 

The  bacteria  in  the  seed  coats  either  remain  there  or  pass  into  the 
region  of  the  cotyledons  and  enter  these  structures  when  the  seed 
germinates.  Rifts  in  the  epidermis  of  the  cotyledon  are  formed  after 
germination  because  of  the  increased  size  of  the  cells.  Bacteria  make 
their  way  through  these  tears,  pass  into  the  intercellular  spaces  of 
the  cells  below,  and  finally  invade  the  entire  cotyledon.  Entrance 
might  be  made  into  the  vascular  elements  whence  infection  of  the 
young  plant  takes  place. 

Microchemical  tests  have  shown  that  after  germination  much  of 
the  cotyledonary  tissue  becomes  soluble,  and  bacterial  action  is  prob- 
ably influenced  to  a  great  extent  through  the  solubility  of  material. 

The  data  on  varietal  susceptibility  to  bacterial  blight  were  col- 
lected under  field  conditions  for  three  successive  summers.  No 
variety  showed  complete  resistance;  however,  4  varieties  of  the 
Refugee  type  showed  a  high  degree  of  resistance,  19  showed  medium 
resistance,  and  12  showed  little  or  no  resistance. 

LITERATURE  CITED 

(1)  Bachmann,  F. 

1913.  the  migration   of  bacillus   amylovobus  in   the  host  tissues. 
Phytopathology  3:   [3]-13,  illus. 

(2)  Barss,  H.  p. 

1921.  BEAN  BLIGHT  AND  BEAN  MOSAIC.     Oreg.  Agr.  Expt  Sta.  Crop  Pest 
and  Hort,  Rpt.   (1915-20)  3:  192-194,  illus. 

(3)  Beach,  S.  A. 

1892.  SOME  BEAN  DiSEjASES.    N.  Y.   State  Agr.  Expt.   Sta.  Bui.    (n.  s.) 
48,   p.    [3081-333,   illus. 

(4)  BUBKHOLDEOEl,    W.    H. 

1918.      THE    PRODUCTION    OF    AN    ANTHRACNOSE-RESISTANT    WHITE    MABBOW 

BEAN.     Phytopathology  8 :  [353]-359,  illus. 

(5)  • 

1921.    THE  BACTERIAL  BLIGHT   OF  THE  BEAN  I    A   SYSTEMIC   DISEASE.      Phyto- 
pathology 11:   [61]-69. 


BACTERIAL  BLIGHT   OF   BEANS  35 

(6)  BURKHOLDER,    W.    H. 

1924.    VARIETAL    SUSCEPTIBILITY    AMONG    BEANS    TO   THE   BACTERIAL    BLIGHT. 

Phytopathology  14:  [l]-7,  illus. 

(7)  

1926.   A     NE^V     BACTERIAL     DISEL\SE     OF     THE     BEAN.      PhytopathOlOgV     16 1 

915-927,   illus. 

(8)  Darwin,  F. 

1898.  OBSERVATIONS  ON  STOMATA.  Roy.  Soc.   [London]   Phil.  Trans.    (B) 

190 :  531-621. 

(9)  Delacroix,   [G.] 

1899.  LA    GRAISSB,     MALADIE    BACT^RIENNE    DES    HARICOTS.      Compt.     Rend. 

Acad.  Sci.  [ParisJ  129 :  656-659. 

(10)  DOIDGE,   E.  M. 

1918-19.    THE  BACTERIAL  BLIGHT  OF  BEANS  :   BACTERIUM   PHASEOLI  ERW.    8M. 

So.  African  Jour.  Sci.  15 :  503-505. 

(11)  Edgerton,  C.  W.,  and  Moreland,  C.  C. 

1913.  THE  BEAN   BLIGHT  AND  PRESERVATION   AND  TREATMENT  OF  BEAN    SEED. 

La.  Agr.  Expt.  Sta.  Bui.  139,  43  p.,  illus. 

(12)  Elliott,  C. 

1920.  HALO-BLIGHT  OF  OATS.     Jour.  Agr.  Research  19:  139-172,  illus. 

(13)  Fulton,  H.  R. 

1908.  DISEASES  OF  PEPPER  AND  BEANS.  La.  Agr.  Expt.  Sta.  Bui.  101,  21  p., 
illus. 

(14)  Gardner,  M.  W. 

1924.  A  NATIVE  WEED  HOST  FOR  BACTERIAL  BLIGHT  OF  BEAN.  Phytopathol- 
ogy 14:  341. 

(15)  Halsted,  B.  D. 

1893.  A  BACTERIUM  OF  PHASEOLUS.  N.  J.  Agr.  Expt.  Sta.  Ann.  Rpt.  (1892) 
13 :  283-285,  illus. 

(16)  • 

1901.   BEAN    DISEASES    AND    THEIR    REMEDIES.      N.    J.    Agr.    Expt.    Sta.    Bul. 

151,  28  p.,  illus. 

(17)  Harrison,  F.  C,  and  Barlow,  B. 

1904,  SOME  BACTERIAL  DISEASES  OF  PLANTS  PREVALENT  IN  ONTARIO.  On- 
tario Agr.  Col.  Bul.  136,  20  p.,  illus. 

(18)  Hedges,  F. 

1924.  a  study  of  bacterial  pustule  of  soybean,  and  a  comparison  of 
bact.  phaseoli  sojense  hedges  with  bact.  phaseoli  efs.  jour. 
Agr.  Research  29 :  229-252,  illus. 

(19)  

1926.  BACTERIAL    WILT    OF    BEANS     (BACTERIUM    FLACCUMFAOIENS    HEDGES), 

INCLUDING       COMPARISON       WITH       BACTERIUM       PHASEOLI.      PhvtO- 

pathology  16 :  [1]-21,  illus. 

(20)  IDETTA,   A. 

1909-11.    NIPPON     SHOKUBUTSU     BYORIGAKA.       [HANDBUCH     DER     PFLANZEN- 

KRANKHEITEN  JAPANS.]  Tokio  Shokwabo.  Ed.  4,  936  p.,  illus. 
(In  Japanese,  title-pages  in  Japanese,  English,  and  French.  A 
second  Japanese  title-page  states  this  is  Ed.  6.  1914.) 

(21)  Leonard,  L.  T. 

1923.  an  INFLUENCE  OF  MOISTURE  ON  BEAN  WILT.  Jour.  Agr.  Research 
24 :  749-752,  illus. 

(22)  Link,  G.  K.  K.,  and  Sharp,  C.  G. 

1927.  CORRELATION    OF    HOST   AND    SEROLOGICAL    SPECIFICITY    OF    BACTERIUM 

CAMPESTRE,     BACT.     FLACCU^rFACIENS,     BACT.     PHASEOLI,     AND    BACT. 

PHASEOLI  SOJENSE.     Bot.  Gaz.  83:  146-160. 

(23)  Lloyd,  F.  E. 

1908.  THE  physiology  of  STOMATA.  142  p.,  lllus.  Washington,  D.  C. 
(Carnegie  Inst.  Wash.  Pub.  82.) 

(24)  McCready,  S.  B. 

1911.  BACTERIAL  BLIGHT.  Ontario  Agr.  Col.  and  Expt.  Farm  Ann.  Rpt. 
(1910)  36:46. 

(25)  MuNCiE,  J.  H. 

1914.  TWO  MICHIGAN  BEAN  DISEASES.     Mich.  Agr.  Expt.  Sta.  Spec.  Bul. 

08,  12  p.,  illus. 

(26)  Pool,  V.  W.,  and  McKay,  M.  B. 

1916.   RELATION     OF     STOMATAL     MOVEMENT     TO     INFECTION     BY     CERCOSPORA 

BETicoLA.     Jour.  Agr.Rescarch  5:  1011-1038,  illus. 


36  TECHNICAL  BULLETIN   18  6,  U.  S.  DEPT.  OF  AGRICULTURE 

(27)  Rands,  R.  D.,  and  Beotherton,  W.,  Jr. 

1925.  BEiAN  VARIETAL  TESTS  FOR  DISEASE  RESISTANCE.  Jour.  AgF.  Re- 
search 31 :  101-154,  illus. 

(28)  Rapp,  C.   W. 

1920.  BACTERIAL  BLIGHT  OF  BEANS.  Okla.  AgF.  Expt.  Sta.  Bul.  131,  39  p., 
illus. 

(29)  Reinking,  O. 

1919.  PHILIPPINE  PLANT  DISEASES.    Phytopathology  9:    [114]-140. 

(30)  Sackett,  W.  G. 

1905.  some  bacterial  diseases  of  plants  prevalent  in  michigan.  ii. 
BACTERiosis  OF  BEANS.  Mlch.  AgT.  Expt.  Sta.  Bul.  230:  211-212, 
illus. 

(31)  Sharp,  C.  G. 

1927.  virulence,  serological,  and  other  physiological  studies  of  bac- 
terium flaccumfaciens,  bact.  phaseoli,  and  bact.  phaseoli 
SOJENSE.     Bot.  Gaz.  83:  113-114,  illus. 

(32)  Smith,  E.  F. 

1901.    the  CULTURAL  CHARACTERS  OF  PSEUDOMONAS  HYACINTHI,  PS.  CAMPES- 

related  species.    Amer.  Assoc.  Adv.  Sci.  Proc.  (1897)  46:  288- 
290. 
(33) 


(34) 
(35) 

(36) 


1901.   the  CULTimAL  CHARACTERS  OF  PSEUDOMONAS  HYACINTHI,  PS.  CAMPES- 

TRIS,     PS.     PHASEOLI,     AND     PS.     STEWARTI — FOUR     ONE-FLAGELLATE 
YELLOW   BACTERIA   PARASITIC    ON    PLANTS.      U.    S.    Dept.    Agr.,    DiV. 

Veg.  Physiol,  and  Path.  Bul.  28,  153  p.,  illus. 


1902.    THE    DESTRUCTION     OF    CELL    WALLS    BY    BACTERIA.       ScicnCG     (U.     S. ) 

15 :  405. 


1905.   BACTERIA  IN   RELATION  TO  PLANT  DISEASES.      V.    1.    METHODS  OF   WORK 
AND    GENERAL    LITERATURE    OF    BACTERIOLOGY    EXCLUSIVE    OF    PLANT 

DISEASES.    285    p.,    illus.    Washington,    D.    C.     (Carnegie    Inst. 
Wash.  Pub.  27.) 


1911.   BACTERIA   IN   RELATION   TO  PLANT  DISEASES.      V.    2.    HISTORY,    GENERAL 

CONSIDERATIONS,    VASCULAR    DISEASES.     368    p.,    illus.     Washing- 
ton, D.  C.     (Carnegie  Inst.  Wash.  Pub.  27.) 

(37)  Stewart,  V.  B. 

1913.   THE   FIRE    BLIGHT    DISEASE   IN    NURSERY    STOCK.      N.    Y.    Cornell    AgT. 

Expt.  sta.  Bul.  329,  p.  314-371,  illus. 

(38)  TscHiRCH,  A.,  and  Oesterle,  O. 

1900.   ANATOMISCHER   ATLAS    DER   PHARMAKOGNOSIB  UND   NAHRUNGSMITTEL- 

KUNDE.     80  p.,  illus.     Leipzig. 

(39)  Whetzel,  H.  H. 

1906.  SOME  diseases  of  BEANS.    N.  Y.  Cornell  Agr.  Expt.  Sta.  Bul.  239, 
p.  [1941-214,  illus. 

(40)  Wilson,  W.  P.,  and  Greenman,  J.  M. 

1892.  preliminary  observations  on  the  movements  of  the  leaves  of 
melilotus  alba,  l.  and  other  plants.  Penn.  Univ.,  Bot.  Lab. 
Contrib.  1:  [661-72,  illus. 


U.  S.  GOVERNMENT  PRINTING   OFFICE:  1930 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  C. Price  10  cents 


Technical  Bulletin  No.  185 


June,  1930 


IRRIGATION  REQUIREMENTS 

OF  THE 

ARID  AND  SEMIARID  LANDS 

OF  THE  SOUTHWEST 


BY 
SAMUEL  FORTIER 

Principal  Irrigation  Engineer 

AND 

ARTHUR  A.  YOUNG 

Assistant  Irrigation  Engineer 

Division  of  Agricultural  Engineering 
Bureau  of  Public  Roads 


United  States  Department  of  Agriculture,  Washington,  D.  C. 


For  tale  by  the  Superintendent  of  Document*.  Washington,  D.C. 


Price  15  cent* 


Technical  Bulletin  No.  185 


June,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


IRRIGATION  REQUIREMENTS  OF  THE 

ARID  AND  SEMIARID  LANDS  OF 

THE  SOUTHWEST 

By  Samuel  Fortier,  Principal  Irrigation  Engineer,  and  Arthur  A.  Young, 
Assistant  Irrigation  Engineer,  Division  of  Agricultural  Engineering,  Bureau 
of  Public  Roads 


CONTENTS 


Page 

Introduction .     1 

The  Southwest 2 

Soils  of  the  larger  irrigated  areas 3 

Climatic  conditions 5 

Water  resourees •     11 

Agricultural  resources. 15 

Irrigation  practice..- 17 

Crops  grown  under  irrigation 19 

Relation  of  water  applied  to  crop  yield 20 

Water  requirement  of  crops 22 

Sorghums 22 

Cotton 25 

Alfalfa 26 

Rhodes  grass 26 

Corn 27 

Vegetables 28 

Summary  of  water  requirements  of  lead- 
ing crops 28 


Page 
Conditions  influencing  the  quantity  of  water 

required  for  irrigation 29 

Physical  conditions 29 

Character  of  equipment,  etc 30 

Conditions  relating  to  farm  manage- 
ment  30 

Economic  phases 30 

Duty  of  water  as  afTected  by  State,  commu- 
nity, and  corporate  regulations 31 

Statutes  and  court  decisions 31 

Community  regulations  and  contracts. . .        32 
Arid-land    reclamation    and    monthly    and 

seasonal  irrigation  requirements 34 

Appendix 37 

Use  of  water  on  crops  in  the  Southwest, 
irrigation  water  applied,  rainfall,  and 
crop  yields  in  Colorado,  California, 
Arizona,  New  Mexico,  Texas,  and 
Oklahoma 37 


INTRODUCTION 

The  expressions  ''irrigation  requirement"  and  ''water  requirement" 
as  used  in  this  bulletin  are  defined  below  to  avoid  confusion  resulting 
from  the  frequent  but  mistaken  assumption  that  they  are  synonymous. 

The  irrigation  requirement  of  arable  land  is  the  quantity  of  irriga- 
tion water  required  for  profitable  crop  production  under  normal  cli- 
matic and  physical  conditions.  The  water  requirement  of  crops  is 
the  total  quantity  of  water,  regardless  of  its  source,  required  by  crops 
for  their  normal  grow^th  under  field  conditions. 

The  water  requirement  is  applicable  to  individual  crops  grown  on 
relatively  small  tracts  and  includes  soil  moisture  and  rainfall  besides 
the  irrigation  requirement.  The  expression  of  both  requirements  is 
in  acre-feet  of  water  per  acre. 

The  design  and  construction  of  irrigation  systems  usually  involve 
consideration  of  either  of  two  sets  of  conditions.  In  one  the  area  to 
be  irrigated  has  been  determined  and  the  water  supply  is  ample;  in 
the  other  the  known  water  supply  is  limited,  while  the  area  which 
may  be  irrigated  is  restricted  only  by  the  available  water.     In  both 

10646f*— 30- 1 


A^ 


2         TECHNICAL  BULLETIN  185.  M.  S.  DEPT.  OF  AGRICULTURE 

cases  the  basic  quantity  of  water  to  be  considered  by  the  engineer  is 
the  irrigation  requirement  combined  with  transmission  and  other 
losses  in  canals. 

This  report  is  the  third  of  a  series  on  the  irrigation  requirements  of 
the  arid  and  semiarid  lands  of  the  Western  States.  In  the  first  of  the 
series,  which  dealt  with  the  Great  Basin  (5)/  the  conclusion  was 
reached  that  the  seasonal  quantity  of  delivered  irrigation  water  for 
agricultural  purposes  would  vary  from  1.5  acre-feet  per  acre  to  2.2 
acre-feet  per  acre,  depending  on  the  locality,  and  that  eventually  an 
area  of  5,000,000  acres — nearly  double  the  area  irrigated  in  1920 — 
might  be  irrigated  with  the  available  water  supply,  provided  that 
measures  be  adopted  to  control  and  conserve  the  flood  waters  and 
use  all  diverted  water  economically. 

In  the  second  of  the  series,  dealing  with  the  Missouri  River  and 
Arkansas  River  Basins  (9),  it  was  concluded  that  the  seasonal  net 
irrigation  requirement  for  the  arid  and  semiarid  lands  considered 
would  vary  from  1.25  acre-feet  per  acre  to  2.3  acre-feet  per  acre, 
depending  on  the  locality,  and  that  on  this  basis  the  available  water 
supply  if  properly  controlled  and  used  would  irrigate  about  17,000,000 
acres.  Deducting  the  5,000,000  acres  irrigated  in  1919  leaves  a  bal- 
ance of  about  12,000,000  acres  still  susceptible  of  irrigation. 

In  this  bulletin,  which  deals  with  the  Southwest,  data  are  presented 
in  support  of  the  conclusion  that  the  area  irrigated  in  1919,  amount- 
ing to  3,771,000  acres,  may  be  increased  to  13,000,000  acres,  provided 
the  available  water  supply  is  efficiently  controlled  and  utilized  and 
the  seasonal  net  irrigation  requirements  do  not  exceed  the  average 
quantity  of  irrigation  water  allotted  in  Table  5  to  each  of  the  30  sub- 
divisions into  which  the  territory  is  separated. 

The  greater  part  of  the  investigational  work  summarized  in  this 
bulletin  was  carried  on  in  cooperation  with  State  agencies.  In  Texas 
the  board  of  water  engineers  contributed  funds,  labor,  and  equipment 
to  determine  the  proper  use  of  water  in  irrigation  in  western  Texas, 
the  experiments  being  conducted  under  the  direction  of  the  Division 
of  Agricultural  Engineering  of  the  United  States  Department  of 
Agriculture,^  W.  L.  Rockwell  initiating  them.  Like  contributions  for 
similar  purposes  in  adjoining  States  were  received  from  the  State 
engineer  and  the  University  of  Arizona,  the  Agricultural  Experiment 
Station  of  New  Mexico,  and  the  Imperial  Irrigation  District  of 
California. 

THE  SOUTHWEST 

In  this  bulletin  the  Southwest  includes  all  of  Arizona  and  New 
Mexico,  the  western  half  of  Oldahoma,  three-fourths  of  Texas,  a 
portion  of  southeastern  California,  a  small  part  of  southern  Nevada; 
also  the  basins  of  the  Colorado  River,  the  upper  part  of  which  extends 
into  Utah,  Colorado,  and  Wyoming,  and  of  the  Rio  Grande,  which 
extends  into  south-central  Colorado.  The  region  described  is  shown 
on  Figure  1. 

The  pertinent  characteristics  of  the  territory  are  (1)  its  sparse 
population,   (2)  low  annual  rainfall  and  resultant  aridity,   (3)  large 

1  Reference  is  made  by  italic  nu^nbers  in  parentheses  to  "Literature  cited,"  p.  37. 

» The  irrigation  work  of  the  U.  S.  Department  of  Agriculture  was  originally  conducted  under  the 
supervision  of  the  Oflace  of  Experiment  Stations  and  designated  as  irrigation  investigations.  Later, 
under  a  reorganization  of  the  department,  this  and  other  agricultural  engineering  activities  were  grouped 
in  a  division  of  agricultural  engineering  and  made  a  part  of  the  Bureau  of  Public  Roads. 


ns  (bounded  by  ddtted  lines),  with  the  net  irrigation  requirement  of  each 


the  occurrence  oi  winter  storms  at  the  higher  elevations,  it  is  often 
necessary  to  supplement  range  feed.  This  accounts  for  the  prepon- 
derance of  forage  crops  in  the  total  of  all  harvested  crops  reported  by 
the  1925  census  (28),  which  varied  from  96  per  cent  in  southwestern 
Wyoming  to  32  per  cent  in  New  Mexico. 

In  formulating  a  policy  for  stock  grazing  on  the  public  domain  or 
within  national  forests  the  interests  of  the  farmer  and  those  who 
combine  farming  and  stock  raising  must  be  considered  of  first  impor- 
tance. To  adopt  a  policy  favorable  to  the  large  stockman  and  detri- 
mental to  the  farmer  owning  a  small  herd  of  stock  would  result 
eventually  in  a  marked  reduction  in  the  agricultural  wealth  of  the 
Southwest.  In  order  to  derive  the  largest  possible  returns  from  agri- 
culture, every  farmer  whose  stock  can  graze  on  Government  lands, 
and  who  demonstrates  his  ability  to  feed  it  from  home-grown  or 
purchased  fodder  when  there  is  not  enough  native  grass,  should  be 
given  access  to  the  range. 

Future  agricultural  development  will  depend  chiefly  on  the  use  made 
of  the  main  resources — the  native  grasses,  arable  soils,  and  the  water 
supply  available  for  irrigation  farming.  Public  grazing  lands  should 
be  so  controlled  as  to  produce  the  largest  possible  quantity  of  fodder 
consistent  with  the  needs  and  profits  of  the  owners  of  stock.  The 
extent  of  dry  farming  will  be  governed  largely  by  the  rainfall  and  the 
time  and  manner  of  its  occurrence,  whereas  future  development  under 
irrigation  will  depend  on  how  fully  and  skillfully  the  surface  waters 
are  controlled  by  storage,  the  use  of  underground  water,  and  the 
economy  with  which  water  is  applied  to  crops. 

SOILS  OF  THE  LARGER  IRRIGATED  AREAS 

In  the  large  area  of  the  Southwest,  with  its  drainage  basins  and 
topography  ranging  from  the  high  mountains  of  the  headwaters  of  the 
Colorado  and  the  Kio  Grande  systems  to  the  low  coastal  plains  of  the 
Gulf  of  Mexico  and  the  basin  of  the  Imperial  Valley  of  California, 
soils  of  several  varieties  have  been  formed.  Of  the  many  sections  of 
this  area  which  have  been  mapped  by  the  United  States  Bureau  of 
Soils,  only  those  which  are  now  irrigated  or  are  susceptible  of  irriga- 
tion will  be  described. 

Much  of  the  soil  of  Imperial  Valley  is  sediment  transported  by  the 
Colorado  River  and  many  short  watercourses  draining  the  surround- 
ing mountains.  This  valley  was  once  the  northern  end  of  the  Gulf  of 
California,  from  which  it  was  later  cut  off  by  the  formation  of  the 
Colorado  delta.  The  water  north  of  this  barrier  evaporated,  leaving 
a  great  area.  Imperial  Valley,  lying  partly  below  sea  level.     Salton 


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percentage  of  nontillable  land,  (4)  small  p 
and  (5)  high  productivity  of  fertile  arable  ] 

Its  area  is  about  one-fifth  of  the  Unit 
population  averaged  only  3.3  persons  to  t 

Approximately  85  per  cent  of  the  South^ 
ing  because  of  inferior  soil,   rough  and 
insufficient  rainfall  to  mature  crops,  and  1 
There  is  no  known  means  of  utilizing  thes 
turally  except  by  grazing. 

Grazing  and  farming  are  closely  related, 
the  climate,  the  prevalence  of  long-continui 
the  occurrence  of  winter  storms  at  the  hi 
necessary  to  supplement  range  feed.  Thi 
derance  of  forage  crops  in  the  total  of  all  h 
the  1925  census  (23),  which  varied  from  9 
Wyoming  to  32  per  cent  in  New  Mexico. 

In  formulating  a  policy  for  stock  grazin 
within  national  forests  the  interests  of  t 
combine  farming  and  stock  raising  must  b 
tance.  To  adopt  a  policy  favorable  to  the 
mental  to  the  farmer  owning  a  small  h 
eventually  in  a  marked  reduction  in  the 
Southwest.  In  order  to  derive  the  largest 
culture,  every  farmer  whose  stock  can  gr 
and  who  demonstrates  his  ability  to  fee 
purchased  fodder  when  there  is  not  enou 
given  access  to  the  range. 

Future  agricultural  development  will  dep 
of  the  main  resources — the  native  grasses, 
supply  available  for  irrigation  farming.  I 
be  so  controlled  as  to  produce  the  largest 
consistent  with  the  needs  and  profits  of 
extent  of  dry  farming  will  be  governed  lar^ 
time  and  manner  of  its  occurrence,  whereas 
irrigation  will  depend  on  how  fully  and  sj 
are  controlled  by  storage,  the  use  of  un 
economy  with  which  water  is  applied  to  cr 


i^ 


\fort^ 


/ofih 


SOILS  ^OF  THE  LARGER  IRRI 

In  the  large  area  of  the  Southwest,  wii 
topography  ranging  from  the  high  mountaii 
Colorado  and  the  Rio  Grande  systems  to  t^ 
Gulf  of  Mexico  and  the  basin  of  the  Imj 
soils  of  several  varieties  have  been  formed 
this  area  which  have  been  mapped  by  ihi 
Soils,  only  those  which  are  now  irrigated  c 
tion  will  be  described. 

Much  of  the  soil  of  Imperial  Valley  is  se 
Colorado  River  and  many  short  watercoui 
ing  mountains.  This  valley  was  once  the  i 
California,  from  which  it  was  later  cut  oi 
Colorado  delta.  The  water  north  of  this  I 
a  great  area,  Imperial  Valley,  lying  parti; 


r\N 


ILAKE" 
;iTY» 


^. 


-7 


^ 


1.75  feet 


ADA 


V  •: 


T   : 


LeDal^  ^^brcen  fiTvetv 


•  •     • 


Figure  l.-The  Southwest,  showing  the  various  duty  of  water  divisions  (bounded  by  dotted  lines),  v 


^'    E   V 


,raSALT)LAKE< 


iM 


0     A     I 


106469-30.     (Face  p.  3.) 


Figure  1.-  The  Southwest,  showing  the  various  duty  of  water  divi 


-7 


^.oCJJ 


idian 


^AmaHUo 


ucumcari 


1     rv 

^ 

OKJ^"^ 

^ 

%.T^ 

P-J'  L 

^  A/ 

A 

A' 

< 

^ 

V             V 

\/l.00feet^ 

iLawton 

<7  ^ 

•I 

ioswell  •!  19 

••     1.65  feot 

10      j 


'lalnview 

.35  feet 


i^ichitA  Falls 

110  fi^ 


t^ 


12.40  feet 


2 


^> 

Jarstov 

13 

'^  .2.25  fee)/ 

•  Ft.  Stockton 

12 

2,40  feet 
<2^ 


IjfeSprii 


an  Angelo^ 


14 

1.60  feet 


t*     -X 


iOfe^ 


fear^Antpnio 


Hondo 


^Sif 


[Laredo 


15 

1.75  fee* 


j(bh.ied  by  dotted  lines),  with  the  net  irrigation  requirement  of  each 


^1     E    V     A      D 


r 


u 


1.75  feel 


.A  A, 


C^ 


slleDalfi  Vffireen  RVvenj 


fra"; 


)^' 


'eit  i;?J-To^«^»> 


M 


N     Z    V 


\ 


\ 


unUA 


■,;i^KV-K,r'4:'%,. 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID   LANDS        3 

percentage  of  nontillable  land,  (4)  small  percentage  of  irrigable  land, 
and  (5)  high  productivity  of  fertile  arable  land  which  can  be  irrigated. 

Its  area  is  about  one-fifth  of  the  United  States,  but  in  1920  its 
population  averaged  only  3.3  persons  to  the  square  mile. 

Approximately  85  per  cent  of  the  Southwest  is  unsuitable  for  farm- 
ing because  of  inferior  soil,  rough  and  mountainous  topography, 
insufficient  rainfall  to  mature  crops,  and  lack  of  water  for  irrigation. 
There  is  no  known  means  of  utilizing  these  nontillable  lands  agricul- 
turally except  by  grazing. 

Grazing  and  farming  are  closely  related.  Because  of  the  aridity  of 
the  climate,  the  prevalence  of  long-continued  and  severe  droughts,  and 
the  occurrence  of  winter  storms  at  the  higher  elevations,  it  is  often 
necessary  to  supplement  range  feed.  This  accounts  for  the  prepon- 
derance of  forage  crops  in  the  total  of  all  harvested  crops  reported  by 
the  1925  census  (23),  which  varied  from  96  per  cent  in  southwestern 
Wyoming  to  32  per  cent  in  New  Mexico. 

In  formulating  a  policy  for  stock  grazing  on  the  public  domain  or 
within  national  forests  the  interests  of  the  farmer  and  those  who 
combine  farming  and  stock  raising  must  be  considered  of  first  impor- 
tance. To  adopt  a  policy  favorable  to  the  large  stockman  and  detri- 
mental to  the  farmer  owning  a  small  herd  of  stock  would  result 
eventually  in  a  marked  reduction  in  the  agricultural  wealth  of  the 
Southwest.  In  order  to  derive  the  largest  possible  returns  from  agri- 
culture, every  farmer  whose  stock  can  graze  on  Government  lands, 
and  who  demonstrates  his  ability  to  feed  it  from  home-grown  or 
purchased  fodder  when  there  is  not  enough  native  grass,  should  be 
given  access  to  the  range. 

Future  agricultural  development  will  depend  chiefly  on  the  use  made 
of  the  main  resources — the  native  grasses,  arable  soils,  and  the  water 
supply  available  for  irrigation  farming.  Public  grazing  lands  should 
be  so  controlled  as  to  produce  the  largest  possible  quantity  of  fodder 
consistent  with  the  needs  and  profits  of  the  owners  of  stock.  The 
extent  of  dry  farming  will  be  governed  largely  by  the  rainfall  and  the 
time  and  manner  of  its  occurrence,  whereas  future  development  under 
irrigation  will  depend  on  how  fully  and  skillfully  the  surface  waters 
are  controlled  by  storage,  the  use  of  underground  water,  and  the 
economy  with  which  water  is  applied  to  crops. 

SOILS  OF  THE  LARGER  IRRIGATED  AREAS 

In  the  large  area  of  the  Southwest,  with  its  drainage  basins  and 
topography  ranging  from  the  high  mountains  of  the  headwaters  of  the 
Colorado  and  the  Kio  Grande  systems  to  the  low  coastal  plains  of  the 
Gulf  of  Mexico  and  the  basin  of  the  Imperial  Valley  of  California, 
soils  of  several  varieties  have  been  formed.  Of  the  many  sections  of 
this  area  which  have  been  mapped  by  the  United  States  Bureau  of 
Soils,  only  those  which  are  now  irrigated  or  are  susceptible  of  irriga- 
tion will  be  described. 

Much  of  the  soil  of  Imperial  Valley  is  sediment  transported  by  the 
Colorado  River  and  many  short  watercourses  draining  the  surround- 
ing mountains.  This  valley  was  once  the  northern  end  of  the  Gulf  of 
California,  from  which  it  was  later  cut  off  by  the  formation  of  the 
Colorado  delta.  The  water  north  of  this  barrier  evaporated,  leaving 
a  great  area.  Imperial  Valley,  lying  partly  below  sea  level.     Salton 


4         TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 

Sea,  since  formed,  now  occupies  a  portion  of  the  valley.  Below  the 
ancient  beach  line  the  soils  are  mainly  brown,  compact,  and  of  heavy 
text  we.  Above  it  they  are  lighter  in  color,  being  generally  gravelly 
materials  and  wind-blown  sands.  The  valley  is  level,  sloping  slightly 
toward  Salton  Sea,  is  easily  cultivated,  and  very  productive  when 
irrigated.  Certain  areas  near  Salton  Sea  and  in  the  eastern  portion 
of  the  irrigated  district  are  heavily  charged  with  salts.  Drainage 
ditches  are  being  dug  to  relieve  this  condition. 

The  Yuma  district,  in  southwestern  Arizona,  is  part  of  the  older 
delta  of  the  Colorado.  Sediment  collected  and  transported  from 
many  sources  within  its  drainage  area  now  forms  a  portion  of  the 
Yuma  project.  The  soils  are  loam,  fine  sandy  loam,  sandy  loam, 
sand,  and  silt  loam,  the  acreage  of  each  decreasing  in  the  order  named. 
They  are  very  fertile  and  under  irrigation  produce  good  yields  of 
cotton,  hay,  and  other  crops. 

The  Salt  River  Valley  of  Arizona,  one  of  the  Nation's  most  pro- 
ductive irrigated  sections,  has  been  built  up  from  a  deep  valley  to  a 
broad  sloping  plain  by  water-deposited  materials  transported  from 
the  surrounding  mountains.  The  valley's  irrigable  soils  are  the  old 
transported  soils  and  the  recently  transported  alluvial  soils.  The 
former  have  the  denser  subsoils,  containing  amounts  of  clay  and  lime 
carbonate  deposited  from  solution,  forming  layers  of  caliche.  These 
soils  are  found  on  the  upper  slopes  of  alluvial  fans  and  the  older  sur- 
faces of  the  valley  plain.  The  recent  alluvial  soils,  which  occup}' 
much  of  the  valley,  are  somewhat  more  friable ;  they  are  found  in  the 
stream  bottom  lands  and  in  areas  of  alluvial  fans  lately  built  up  with 
sediments.  They  contain  considerable  amounts  of  lime,  more  or  less 
evenly  distributed  below  the  first  few  inches  of  top  soil  from  which  it 
has  been  leached.  Both  classes  are  irrigable,  producing  excellent 
cotton,  alfalfa,  barley,  fruit,  and  truck  and  other  crops.  Alkali 
occurs  in  small  parts  of  the  area  under  irrigation,  sometimes  in  exces- 
sive amounts.  Drainage  and  leaching  of  alkali  are  being  facilitated 
by  a  lowering  of  the  grt)und-water  plane,  which  is  effected  by  the 
operation  of  deep-well  pumps  electrically  operated. 

Soils  of  the  valley  of  the  upper  Colorado  River,  formerly  known  as 
the  Grand,  range  from  comparatively  recent  alluvial  deposits  in  the 
lower  areas  to  residual  soils  in  the  higher  portions  and  from  fine  sandy 
loams  to  clay,  the  two  types  which  constitute  most  of  the  valley.  The 
sandy  loams  are  easily  cultivated,  but  some  of  the  heavier  soils  tend 
to  bake  when  dry.  Alkali  is  present  in  limited  areas.  The  clays 
are  heavy,  often  shallow,  hard  to  cultivate,  and  bake  as  the  surface 
moisture  evaporates,  but  are  productive,  when  of  sufiicient  depth, 
under  proper  cultural  treatment.  A  limited  area  of  land  has  become 
wet  and  difiicult  to  drain,  because  the  shallow  underlying  shale  in 
some  places  forces  ground  water  to  the  surface  and  because  of  seepage 
from  higher  irrigated  areas. 

The  San  Luis  Valley,  Colo.,  an  extensively  irrigated  district  about 
7,500  feet  above  sea  level,  was  filled  with  sand,  gravel,  and  clay  in 
alternate  strata,  and  these  form  the  source  of  an  ample  supply  of 
artesian  water.  Over  much  of  the  valley  more  recent  accumulations 
of  sandy  loams,  loams,  or  clay  loams  have  been  deposited  over  gravelly 
subsoils.  In  the  northern  part  soils  are  heavier  and  drainage  deficient, 
causing  accumulations  of  alkali.  Streams  entering  the  valley  have 
built  up  coalescing  alluvial  fans,  which  are  sometimes  gravelly  and 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS         O 

well  drained.  In  portions  of  the  district  crop  production  depends 
upon  subirrigation,  effected  by  introducing  excessive  quantities  of 
water  into  the  subsoil,  which  in  time  causes  the  soils  to  be  strongly 
alkalized.  Much  land  thus  affected,  however,  is  being  reclaimed  at 
reasonable  cost  by  drainage. 

One  of  the  most  productive  sections  of  New  Mexico  is  the  Mesilla 
Valley,  which  extends  through  the  south-central  portion  of  the  State 
along  the  Rio  Grande.  The  soils  of  the  adjacent  mesas  are  sandy 
and  gravelly  and  in  general  are  above  gravity  systems  of  irrigation. 
Most  of  the  alluvial  valley  soils  have  been  transported  long  distances 
by  the  Rio  Grande.  The  t3^pes  ranging  from  fine  sand  to  clay  are 
naturally  very  productive,  and  sediment  deposited  by  irrigation 
water  tends  to  maintain  their  fertility.  Alkali  brought  to  the  surface 
by  rising  ground  water  has  been  overcome  by  the  construction  of 
deep  drainage  canals. 

A  survey  in  1909  by  the  Bureau  of  Soils  (6)  of  10,759,680  acres  in 
southern  Texas  divided  the  area  into  three  geographic  divisions — 
the  rolling  to  hilly  country,  the  level  coast  country,  and  the  Rio 
Grande  Valley  and  delta.  The  dark  soils  of  the  hilly  country  have  a 
large  proportion  of  humus;  the  light-colored  soils  contain  little  humus. 
Likewise  the  soils  of  the  level  coast  country  are  divided  according  to 
their  dark  or  light  color,  and  both  are  further  subdivided  into  numer- 
ous series  and  types.  In  the  alluvial  deposits  of  the  river  and  its 
delta  are  soils  of  the  Laredo  series,  together  with  the  Cameron  clay 
and  Rio  Grande  silty  clay.  This  area,  except  parts  of  the  hilly  coun- 
try, is  excellent  agricultural  land.     Much  of  it  is  irrigated. 

The  predominating  soils  of  the  Wichita  Falls  and  other  districts 
in  north-central  Texas  are  derived  from  the  Permian  Red  Beds  forma- 
tion, being  residual  in  origin.  They  are  classed  as  fine  sandy  loam, 
sandy  loam,  and  clay.  These  soils  are  well  drained,  retentive  of 
moisture,  fertile,  and  productive  under  irrigation.  The  principal 
crops  grown  are  cotton,  fodders,  and  oats. 

CLIMATIC  CONDITIONS 

It  will  be  shown  later  that  the  net  seasonal  irrigation  requirements 
of  crops  grown  in  the  Southwest  vary  from  1  to  more  than  3  acre-feet 
an  acre.  This  wide  variation  is  caused  mainly  by  climate,  which  also 
varies  widely.  Data  for  24  typical  stations,  pertaining  to  precipita- 
tion, temperature,  and  the  duration  of  the  frost-free  period,  compiled 
from  records  of  the  Weather  Bureau,  are  summarized  graphically  in 
Figures  2  to  5. 

The  mean  annual  rainfall  of  the  valleys  of  the  lower  Colorado 
Basin  varies  from  about  3  inches  in  Imperial  Valley  to  a  little  more 
than  7  inches  at  Phoenix,  x\riz.  It  is  so  distributed  and  usually  in 
such  small  amounts  as  to  be  of  little  or  no  benefit  to  growing  crops. 
In  this  territory  precipitation  increases  normally  with  altitude,  being 
about  5  inches  or  less  for  elevations  under  1,000  feet,  9  inches  between 
1,000  and  2,000  feet,  12  inches  between  2,000  and  4,000  feet,  14  inches 
between  4,000  and  6,000  feet,  and  16  inches  or  more  above  6,000  feet. 
Almost  continuous  sunshine,  a  long  frost-free  period,  and  long  periods 
of  intense  heat  also  characterize  the  region.  The  highest  recorded 
temperature  at  Phoenix  is  117°  F.;  that  at  Indio,  Calif.,  125°  F.  On 
account  of  the  low  humidity  and  high  temperature,  evaporation  is 
rapid,  varying  from  5  to  8  feet  a  year. 


6 


TECHNICAL  BULLETIN    185,  M.  S.  DEPT.  OF  AGRICULTURE 


i 

1 

1 

1 

1 

1 1§> 

< 

o 

II 

1 

^ 

c 

1 

ffl 

June 
July 

n 

■v! 

o 
O 

1 

1 

CASTLE  DALE.  UTAH,  el.ssoo 

-I r 


Average,    frost-free  period 
I      I      I      I      II      I      I      I      I 


Precipitation 


ME.AN  MAXIMUM 
MEAN  MINIMUM 
MEAN 


Temperature 


100 ,  .100 


1.5  1.5 
0  ^.0 
Oi5  §0.5 


GREEN  RIVER. WYOMING.  EL.60B3 


T — I — I — p — ■ — ■ — ' r 

Average    frost-free   period 


Precipitation 


CI 


Temperature: 


CALEXICO. CALIF.  EL. o 


Average    frost-free  period 
I      I      I      I      I      I      I      I      I     !k. 


Precipitation 


Temperature 


iiSi 


liflliliiiiiii 


1.5      1.5 

1.0  ^  1.0 

O 
0.5.^0.5 


100      100 
50SJ50 

«> 


LAS  VEGAS.  NEVADA,  el.2033 


Average    frost- free    reriod 
1     I     I     !     I     I     !     I     I     I 


Precipitation 


Hi 


Ei 


xU 


Temperature 


liiiil 


gtliiiiiiiiiigi 


ia^iaiiiii!aiiiiii[iji^iii]iaitttjt#ttf^ 


SAN  LUIS,  COLORADO.  EL.7794 

— i — i — i — i — i — i — i — \ — i — (— 
Average    frost-free  period 


Precipitation 


GARNET,  COLORADO,  el.7576 


Average    frost-free    period 

I      I      I      l-#-^-^  I      I      1 


Precipitation 


Figure  2.— Condensed  climatology  of  typical  stations,  showing  average  frost-free  period;  mean 
monthly  precipitation  and  mean  minimum  temperatures  (double  shaded  bars),  mean  tem- 
peratures (solid  bars),  and  mean  maximum  temperatures  (lightly  shaded  bars) 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS 


1 

II 

If 

} 

? 

Nov. 
Dec. 

PHOENIX,  ARIZONA,  eljiob 


Average    Frost-free  Period 

I   I   I   I   I 


Precipitation 


EMPE,RATURE 


^■ 


1.5  g,. 5 

1.0  o  I 


100.  .lOOf 

50  Si  50 
CD 


YUMA,  ARIZONA.  EL.I4I 


Average    Frost- free:   Period 

1      I      I      I      I      I      I      I      I      I 


Precipitation 


PEjRAT.UR^ 


ii33 


^ 


p=,r,..«y;iiiiHiEiii!ily!.o.r« 


TUCSON.  ARIZONA,  el.2423 


Average    Frost-free   Period 

I      I      I      I      I      I      I      I      I      I 


Precipitation 


Temperature 


MtM 


tiwwm  »■  sir  mi  \\\i  nn.  vwt  *m  itwn 

riiiiEiiiiiiii 


ia3iaiiiiji^i^iifiiiaiiaiiaiittiii^i»i 


2.5     24 
2.0     2. 
I.5g!.5^ 

1.0  ol.o^ 

0.5^05 


100    ,100 

Co 

Ui 
50  i,j50 

q: 


THATCHER.  ARIZONA.  EL.aeoo 


Average    Frost-free   Period 


Precipitation 


Temperature 


M 


i 


i 


i 


wsi'iiiiiiiiii'irii 


HOLBROOK,  ARIZONA.  el.5069 


Average    Frost-free  Period 

I      I      I      I      I      I      I      I      I 


Precipitation 


Temperature 


i 


3.0  3.0 
2.5  2.5 
2.0  2.0 
1.5  »4j  1.5 
1.0  g  1.0 
OS      0.5 


DOUGLAS.  ARIZONA.  EL.3930 


Average    Frost-free    Period 

I      I      I      I      I      IJ      I      I      I      I 


Precipitation 


illll 


Temperature 


Figure  3.— Condensed  climatology  of  typical  stations,  showing  average  frost-free  period;  mean 
monthly  precipitation  and  mean  minimum  temperatures  (double  shaded  bars),  mean  tem- 
peratures (solid  bars),  and  mean  maximum  temi)eratures  (lightly  shaded  bars) 


8         TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 


^ 

<5 

1 

c: 

>. 

■5  -Ix 

1 

1 

1 

< 

1 

1 

1 

im 

o 

o 

1 

FRUITLAND,  NEW  MEX.  el.48oo 


Average:    Frost-free:  Period 

I    I    i    I    I    M    I    I    I 


Precipitation 


1.5  2  1.5 


MEAN  MAXIMUMKZZa 
MEAN  M  INIMUMESSS 
MEAN 


Temperature: 


105  ^asf 


SOCORRO.  NEW  MEX.el.46oo 


Average   Frost-free   Period 

I      I      I      I      i      ■      M      !      I 


Precipitatioi 


Temperature 


SANTA  FE,NEW  MEX.el.70!3 


Average    Fpost-free  Period 

I      I      I      I      I 


Precipitation 


Temperature 


i 


^ 


1.5  gl.5 

1.0  oi.o 

0.5  ^0.5 


100      100 

soy  50 
Q: 


AGRI.  COLLEGE.  NEW  MEX.elj863 


Average   Frost-free   Period 

I      I      I      I      i      I      I      I      I      I 


Precipitation 


IMPERATURE 


iiiHi 


fflS 


1  iiiiiiii 


CARLSBAD,  NEW  MEX.el.3120  | 

Average    Frost-free  Period 

Precipitation 

■ 

1 

1 

■ 

1 

1 

T 

Temperature                       | 

1 

i    f 

m 

p 

i  J    I 

P 

J' 

t. 3. 13.13 

— P 

^ 

1' 

n 

i 

^ 

riw 

{{'1:1 

-A- 

4 

tX' 

PV 

llA.il.m^ 

rW/ 

1  ^isf  an  HiHHS  fill  Si  iRHsniiniiniini 

2.5      2.5 

,0      2.0 


e,>. 
1.0^1. 


look*  100 


<9 

50  l«J50 


DEMING,  NEW  MEX.el.4325 

Average    Frost- free    PebioB 


1_* 


I      I      I      I 


Precipitation 


Temperature 


I 


iMMh 


mmwMMMmmi 


Figure  4.— Condensed  climatology  of  typical  stations,  showing  average  frost-free  period ;  mean 
monthly  precipitation  and  mean  minimum  temperatures  (double  shaded  bars),  mean  tem- 
peratures (solid  bars),  and  mean  maximum  temperatures  (lightly  shaded  bars) 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS        9 


^llll 

l?ll 

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II 

II 

1 

1 

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MERCEDES,  TEXAS.el.63 


Average:    trost-freie:  period 

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Precipitation 


MEAN  MAXIMUM eZZZa 
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Temperature 


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PLAINVIEW.  TEXAS,  el.3370 


Average   frost-free  perioi 


Precipitation 


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FORT  MCINTOSH,  TEXAS.  EL.460 


Average   frost-free  period 

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AMARILLO.  TEXAS.  EL.3676 


Average   frost- free   period 


Precipitation 


Temperature 


J 


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DELRIO,TEXAS.EL.952 


Average    frost-free  period 

,1111111     g-L 


Precipitation 


Temperature 


,1  Jl  Jl  Jl 


a-asa^iiii  III!  3-H 


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Temperature 


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Figure  5 —Condensed  climatology  of  typical  stations,  showing  average  frost-free  period;  mean 
monthly  precipitation  and  mean  minimum  temperatures  (double  shaded  bars),  mean  tem- 
peratures (solid  bars),  and  mean  maximum  temperatures  (lightly  shaded  bars) 

106469—30 2 


10      TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 

The  mountainous  parts  of  Arizona,  New  Mexico,  and  western  Texas, 
with  the  intervening  valleys,  have  a  wider  range  of  climatic  conditions 
than  the  lower  valleys  of  the  Colorado  Basin.  The  climate  of  the 
higher  elevations  is  relatively  moderate,  but  the  valleys  of  Gila,  Rio 
Grande,  and  Pecos  Rivers  have  summer  temperatures  frequently 
ranging  from  100°  to  115°  F.  In  the  extreme  western  part  of  Texas, 
the  lower  Rio  Grande  Valley  in  New  Mexico,  and  in  northern  and 
western  Arizona,  mean  annual  precipitation  is  less  than  10  inches  a 
year,  increasing  to  more  than  20  inches  in  the  higher  areas.  Without 
additional  moisture,  little  can  be  accomplished  agriculturally  beyond 
the  utilization  of  native  pasture,  except  in  a  few  high  valleys  which 
have  enough  rain  for  small  crops  of  hay.  The  frost-free  period 
shortens  rapidly  with  increasing  altitude,  extending  generally  from 
March  or  April  to  October  or  November  in  the  irrigated  valleys  of 
Rio  Grande  and  the  Pecos  and  decreasing  from  May  to  September  or 
October  at  the  higher  elevations. 

In  western  Texas  the  mean  annual  precipitation  increases  more  or 
less  uniformly  from  less  than  10  inches  at  El  Paso  to  33  inches  at 
Austin,  the  lines  of  equal  rainfall  running  nearly  parallel  north  and 
south.  In  the  northern  portion  the  rainfall  is  favorably  distributed 
for  agricultural  needs,  with  about  two-thirds  of  the  total  amount 
occurring  between  April  and  September,  the  principal  crop-growing 
season.  This  gives  mean  rainfalls  of  2  to  3  inches  a  month,  with  a 
probability  of  rain  falling  once  a  week  or  oftener.  In  some  districts 
this  amount  of  rainfall  is  sufficient  to  produce  medium  crop  yields. 
Irrigation  in  addition  to  rainfall,  however,  generally  increases  the 
yield.  In  other  districts  with  less  regular  rainfall,  supplementary 
irrigation  saves  the  crops  in  dry  years  and  permits  a  wider  variety 
than  could  be  raised  by  dry  farming. 

Over  so  large  an  area  as  western  Texas  a  wide  range  in  temperature 
is  to  be  expected.  The  maximums  are  high,  and  the  hot  season 
extends  from  April  or  May  to  October.  Records  {21)  show  115°  F. 
at  Eagle  Pass  and  117°  at  Big  Spring.  Temperatures  of  over  100° 
are  common.  Mean  minimum  temperatures  range  from  20°  to  40°, 
with  an  occasional  short  period  of  subzero  weather;  the  recorded 
minimum  for  the  State  is  —23°  at  Tulia.  Southern  Texas  and  the 
Rio  Grande  Valley  have  a  12-month  growing  season,  being  normally 
free  from  frosts  from  February  to  December,  while  in  the  western 
and  northern  counties  the  frost-free  period  is  somewhat  shorter. 
Light  falls  of  snow  are  apt  to  occur  in  winter,  but  most  of  the  precipi- 
tation is  rain. 

Warm,  moist  southern  winds  account  for  the  summer  rains,  the 
dryness  of  the  winter  being  a  result  of  the  prevailing  northerly  dry 
winds.  Tropical  storms  sometimes  strike  the  coast  region,  and 
occasionally  cyclones  occur  over  widely  scattered  areas. 

In  contrast  with  the  arid  plains  of  the  extreme  Southw^est  are  the 
high  valleys  and  mountain  ranges  of  the  upper  Colorado  Basin  in 
Colorado,  Wyoming,  and  Utah  and  the  upper  Rio  Grande  Basin  in 
Colorado.  This  section  lies  between  the  Continental  Divide  on  the 
east  and  the  Wasatch  and  Bear  River  Ranges  on  the  west,  and 
contains  the  highest  mountain  peaks  and  valleys  in  the  Southwest. 
Consequently  its  mountain  snows  are  heavier  and  the  growing  season 
of  its  valleys  is  shorter  than  those  found  elsewhere.  Records  for  the 
mountains  of  southwestern  Wyoming  show  an  annual  snowfall  of 


IRKIGATION   REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS      1 1 

12  to  15  feet.  In  the  vallej^  of  the  Green  River,  although  the 
elevation  is  over  6,000  feet,  the  precipitation  amounts  to  only  7  inches 
annually.  The  crop-growing  season  is  shorter  than  at  lower  eleva- 
tions. A  frost-free  period  from  June  to  August  or  even  to  September 
may  be  expected  in  southwestern  Wyoming,  while  in  eastern  Utah  or 
western  Colorado  it  may  run  from  May  or  June  to  September  or 
October.  Although  the  summer  season  is  relatively  short,  tempera- 
tures sometimes  exceed  100°  F.,  the  Colorado  maximum  being  109°, 
the  Wyoming  114°,  and  the  Utah  116°.  Winter  extremes  occasion- 
ally reach  —40°. 

To  sum  up,  except  in  central  Texas,  the  agricultural  districts  of 
the  Southwest  are  mostly  arid  and  must  be  irrigated,  summer  tem- 
peratures are  high,  and  the  crop-growing  season  is  long.  Annual 
precipitation,  except  in  central  Texas  and  in  the  high  mountains,  is 
less  than  15  inches  and  falls  in  such  small  quantities  as  to  be  of  little 
or  no  agricultural  benefit.  Heavy  rainstorms  of  short  duration, 
resulting  in  high  run-off  and  a  small  amount  of  absorption,  occur  in 
many  districts,  and  light  rains  quickly  evaporate;  consequently 
neither  heavy  nor  light  rains  are  of  great  value  to  the  growing  crops. 
Snow  seldom  falls  except  in  the  mountains,  and  then  only  in  small 
quantities.  Evaporation  is  rapid  and  the  total  amount  large,  causing 
high  irrigation  requirements.  Because  of  the  rapid  evaporation  and 
low  humidity,  extreme  heat  is  not  prostrating  and  seldom  uncom- 
fortable. 

WATER  RESOURCES 

In  close  relation  to  the  climatic  conditions  of  the  Southwest  are  its 
natural  water  resources.  These  depend  upon  the  amount  of  summer 
rainfall  and  winter  snows.  Part  of  the  rainfall  forms  streams,  to 
which  mountain  snow,  melting  slowly  as  the  season  advances,  con- 
tributes to  form  the  maximum  spring  and  summer  flow. 

There  is  an  abundance  of  fertile,  arable  land,  but  a  scarcity  of  water 
for  irrigation.  Furthermore,  the  natural  flow  of  the  streams,  although 
high  in  late  spring  or  early  summer,  is  insufficient  later  in  the  season. 
This  handicap  to  agriculture  can  be  remedied  only  by  the  construction 
of  reservoirs  to  store  water  now  wasted. 

Structures  such  as  the  Elephant  Butte  Dam  on  the  Rio  Grande  in 
New  Mexico  and  the  Roosevelt  Dam  on  the  Salt  River  in  Arizona  are 
now  impounding  large  quantities  of  w^ater.  Many  others,  including 
small  farm  reservoirs,  exist,  the  1920  census  (22)  showing  over  800 
reservoirs  in  the  Southwest  with  a  total  capacity  of  over  5,000,000 
acre-feet.  Others  are  under  construction  or  are  being  planned.  As 
most  of  the  natural  low  flow  of  streams  is  now  appropriated,  the 
future  reclamation  of  new  lands  must  depend  upon  storage. 

The  water  supply  is  derived  mainly  from  the  streams  of  the  Colorado 
River  and  Rio  Grande  Basins.  The  flow  of  these  systems  and  other 
independent  streams  is  shown  in  Figures  6  and  7.  Table  1  also 
gives  the  characteristics  of  discharge  of  16  important  streams.  The 
Colorado  River  as  a  source  of  water  for  irrigation,  domestic  use,  and 
hydraulic  power  is  a  present  and  potential  asset  of  great  value.  The 
upper  Colorado,  Green,  and  other  tributaries  rising  in  the  high  snow- 
clad  mountains  of  Wyoming,  Utah,  and  Colorado  unite  to  form  a  river 
which  drains  portions  of  seven  States  and  a  part  of  Mexico.  The 
Colorado  River,  which  is  1,700  miles  long,  traverses  three  distinct 


12      TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 


? 

GREEN    RIVER-WYOMING 

400 

200 

0 

1 

■ 

1 

1 

1 

■ 

JAN. 

FEB. 

MAR. 

APR. 

MAY 

JUNE 

JULY 

AUG. 

SEPT. 

OCT. 

NOV. 

DEC. 

2200 
2000 
1800 
1600 
1400 
1200 
1000 
800 
600 
400 
200 
0 

UPPER    COLORADO    RIVER -COLORADO                                  | 

1 

■ 

1 

■ 

1 

1 

I 

I 

I 

1 

1 

1 

1 

1 

1 

1 

1 

JAN. 

FEB. 

MAR. 

APR. 

MAY 

JUNE 

JULY 

AUG. 

SEPT. 

OCT. 

NOV. 

DEC. 

4400 
4200 
4000 
3800 
)600 
J400 
J200 
3000 
2800 
2600 
2400 
2200 
2000 
1800 
1600 
1400 
1200 

COLORADO    RIVER -ARIZONA 

1000 
800 
600 
400 
200 
0 

■ 

■ 

■ 

1 

1 

1 

1 

I 

1 

1 

1 

1 

1 

1 

1 

1 

1 

1 

1 

1 

1 

JAN. 

FEB. 

MAR. 

APR. 

MAY 

JUNE 

JULY 

AUG. 

SEPT. 

OCT 

NOV. 

DEC. 

Figure  6. — Mean  monthly  flow  of  typical  streams 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMI  ARID  LANDS      13 

topographical  sections.  The  upper  basin,  with  its  surrounding 
snow-clad  mountains,  contributes  about  85  per  cent  of  the  total  flow 
from  the  three  large  tributaries,  the  Green,  the  upper  Colorado,  and 
the  San  Juan.  The  Grand  Canyon,  which  crosses  a  high,  rough 
table-land,  gashed  also  by  branches  of  the  main  stream,  divides  the 
upper  basin  from  the  broad,  low,  arid  plains  of  the  lower  basin.    Here 


to 

COLORADO   RIVER    OF  TEXAS 

400 

200 

0 

. 

* 

^ 

■ 

■ 

1 

1 

I 

■ 

1 

I 

■ 

■ 

JAN. 

FEB. 

MAR. 

APR. 

MAY 

JUNE 

JULY 

AUG. 

SEPT. 

OCT. 

NOV. 

DEC. 

600 

400 

200 

0 

BRAZOS    RIVER- TEXAS 

■ 

1 

- 

■ 

. 

„ 

1 

1 

1 

1 

■ 

1 

■ 

g 

■ 

JAN. 

FEB. 

MAR. 

APR. 

MAY 

JUNE 

JULY 

AUG. 

SEPT. 

OCT. 

NOV. 

DEC. 

800 
600 
400 
200 
0 

RIO  GRANDE-TEXAS                                               | 

■ 

I 

1 

. 

1 

1 

1 

1 

1 

1 

■ 

1 

■ 

1 

1 

1 

1 

1 

1 

1 

1 

JAN. 

FEB. 

MAR. 

APR. 

MAY 

JUNE 

JULY 

AUG. 

SEPT. 

OCT. 

NOV. 

DEC. 

400 

200 

0 

RIO  GRANDE -NEW  MEXICO                                             | 

I 

^ 

I 

1 

1 

p 

■ 

JAN. 

FEB. 

MAR. 

APR. 

MAY 

JUNE 

JULY 

AUG. 

SEPT. 

OCT. 

NOV 

DEC. 

400 

200 

0 

SALT     RIVER -ARIZONA                                                | 

■ 

■ 

■ 

^ 

JAN. 

FEB. 

MAR. 

APR. 

MAY 

JUNE 

JULY 

AUG. 

SEPT. 

OCT. 

NOV. 

DEC. 

400 

200 

0 

GILA  RIVER-ARIZONA 

1 

1 

1 

I 

^ 

g 

JAN. 

FEB. 

MAR. 

APR. 

MAY 

JUNE 

JULY 

AUG. 

SEPT. 

OCT. 

NOV. 

DEC. 

Figure  7.— Mean  monthly  flow  of  typical  streams 

the  principal  tributary  is  the  Gila,  joining  the  Colorado  near  Yuma. 
Although  the  Gila  drains  a  large  area  and  at  times  is  subject  to  high 
floods  of  short  duration,  its  mean  annual  discharge  is  but  6  per  cent  of 
the  total  flow  of  the  Colorado  Kiver.  Projected  irrigation  develop- 
ment, together  with  reservoir  construction  now  under  way,  will 
largely  consume  the  flow  of  the  Gila  River,  so  that  flood  flows  reaching 
the  Colorado  will  diminish  in  volume  and  intensity  in  the  near  future. 


14   TECHNICAL  BULLETIN  1S5,  M.  S.  DEPT.  OF  AGRICULTURE 


Table  1. — Discharge  of  typical  streams  of  the  Southwest 


River 


Colorado 

Gila 

Salt 

Green 

Duchesne 

Virgin 

San  Juan 

Upper  Colorado. 

Yampa 

Gunnison 

Rio  Grande 


Do.i 

Pecos 

Colorado  (of  Texas) . 

Neuces 

Brazos 

San  Antonio 


Station 


State 


Yuma 

do 

Roosevelt ;. 

Green  River i 

Myton ! 

Virgin ..J. 

Atmouth '. 

Fruita ! 

Maybell .-.1. 

Grand  Junction. . 
San  Marcial ; 


Ea<zle  Pass..- 

Comstock 

Austin 

Three  Rivers. 

Waco 

San  Antonio. 


Arizona. 
....do... 
....do... 


Wyoming.. 
Utah 

—  .do 

....do 

Colorado. -. 

—  .do 

....do 

New    Me.K- 

ico. 

Te\as 

.—do 

---do 

....do 

.-..do 

....do 


I 

Years  |  Water - 

of     I  shed 

record  j  area 

1 


Squire 

miles 

242,000 

71,050 

5,  756 

7,670 

2,750 

1,010 

26,000 

23,800 

3,670 

7,920 

30,000 


Yearly  discharge 


Maximum 


14 

21  \ 

24       34,200 

6  i     15,600 
20  !     25,^00 

6    


Acre- feet 

25,  975, 000 

4, 4yO,  000 

3,  226, 000 

2, 102,  600 

891,  700 

322,  700 

3,  690,  000 

8,  122,  000 

2,  100,  000 

3,  020,  000 
2, 420, 000 

8,  102, 400 

1,  C07,  930 

5,  171,  000 

2  1,431,000 

4,  762,  000 
116,900 


Minimum 


Acre-feet 

7, 959, 000 
61.000 
240, 900 
656,000 
382,000 
139,  200 
847,000 

4,  243,  000 
950.  000 

1,110,000 
240,000 

2, 157,  600 
159. 300 
359.000 

16,300 
304,000 

19,  250 


Mean 


Acre-feet 

16,  COG,  000 

1,110,000 

1, 072, 000 

1, 392. 000 

555, 000 

201,  300 

2,  350, 000 
6,  365, 000 
1,  280,  000 
1,170.000 
1,  200, 000 

3,  910,  000 
453,700 

1.  802,  000 

513.000 

1,968.000 

66,240 


1  Previous  to  storage  by  Elephant  Butte  Dam. 


2 10  months. 


The  flood  period  of  the  Colorado  generally  occurs  in  June.  During 
late  summer  and  early  fall  the  river  is  low.  The  long  crop-growdng 
season  of  the  extreme  Southwest  makes  necessary  a  constant  supply 
of  water  for  irrigation  most  of  the  year.  During  floods  much  w^ater  is 
lost  to  the  land  by  the  flow  passing  directly  to  the  Gulf  of  Cahfornia, 
while  in  low-flow  periods  the  supply  is  insufficient  for  the  needs  of 
Imperial  Valley.  This  condition  can  be  remedied  only  by  the  con- 
struction of  storage  reservoirs.  Irrigation  in  both  the  upper  and  low^er 
basins  is  reasonably  certain  to  increase  with  the  growth  of  the  South- 
west, and  it  has  been  estimated  that  6,000,000  acres  may  be  irrigated 
ultimately;  for  this  total  the  water  supply  will  be  ample  when  suffi- 
cient storage  is  provided.  In  Salt  Kiver  Valley,  Ariz.,  the  Roosevelt 
Reservoir  furnishes  water  to  about  235,000  acres,  and  other  large 
storage  dams  have  been  completed. 

Most  of  New  Mexico  is  arid.  Its  principal  drainage  system  is  the 
Rio  Grande,  which  rises  in  the  snow-clad  San  Juan  Alountains  of 
Colorado  and  flows  south  through  New  Mexico,  dividing  it  into  two 
nearly  equal  parts.  At  El  Paso  the  river  turns  southeast  and  for 
about  900  miles  forms  the  boundary  betw^een  Texas  and  Mexico.  In 
the  San  Luis  Valley  in  Colorado  and  in  its  numerous  valleys  in  New" 
Mexico  the  Rio  Grande  has  long  furnished  w^ater  for  irrigation.  With 
an  increase  in  the  cultivated  area  the  natural  flow  became  insufficient 
in  the  lower  valley  in  New  Mexico,  and  the  Elephant  Butte  Dam  w^as 
built.  This  large  reservoir  is  capable  of  storing  2,638,000  acre-feet 
and  will  hold  the  river's  usual  flood  flow,  furnishing  enough  water  for 
the  irrigation  of  150,000  acres  in  New  Mexico  and  Texas  and  60,000 
acre-feet  annually  to  lands  in  Mexico  near  El  Paso.  Along  the  low^er 
Rio  Grande  other  large  areas  are  irrigated  from  the  river  by  large 
pumps. 

Of  the  Rio  Grande's  tributaries  in  the  United  States  the  Pecos  is 
the  most  important.  Rising  in  New  Mexico  and  flowing  tln-ough 
western  Texas,  it  supplies  water  for  irrigation  [near  Carlsbad  and 
Roswel],  N.  Mex.,  and  Barstow,  Tex.     As  wdth  other  southwestern 


IRRIGATION   REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS      15 

streams,  its  natural  flow  is  insufficient  for  the  land  cultivated,  and 
about  50,000  acre-feet  of  storage  is  provided  by  the  Government's 
Avalon  and  McMillan  Reservoirs. 

Central  Texas  is  well  provided  with  direct  run-off.  The  most 
important  streams  are  the  Trinity,  Brazos,  Colorado,  Guadalupe, 
San  Antonio,  and  Nueces  Rivers.  Although  rain  is  more  plentiful 
in  central  Texas  than  elsewhere  in  the  Southwest,  and  much  of  it 
falls  during  the  growing  season,  in  many  places  it  is  supplemented  by 
irrigation.  A  community  near  Wichita  Falls,  for  example,  organized 
to  irrigate  about  100,000  acres.  The  mean  annual  precipitation  is 
about  28  inches,  20  inches  falling  between  April  and  October.  This 
amount  during  the  growing  season  may  produce  fair  yields,  but  a 
wider  range  of  crops  can  be  grown  and  better  yields  obtained  with 
supplementary  irrigation.  Hence  a  reservoir  of  about  500,000  acre- 
feet  capacity  was  built  on  the  Big  Wichita  River,  some  50  miles  above 
Wichita  Falls. 

Many  springs  also  supply  water  for  irrigation.  Some  are  of  con- 
siderable size.  Comal  Springs,  at  the  head  of  the  Comal  River,  Tex., 
have  an  average  discharge  of  approximately  350  cubic  feet  per  second, 
and  much  of  the  cultivated  land  near  Fort  Stockton,  Tex.,  receives  its 
water  from  springs  that  discharge  freely. 

Wells  likewise  serve  large  areas,  the  area  irrigated  by  wells  in 
Arizona,  New  Mexico,  and  Texas  reaching  125,000  acres  in  1919. 
In  the  Salt  River  Valley  pumping  from  wells  is  practiced  to  lower  the 
ground-water  level;  then  the  pumped  water  is  delivered  into  canals 
for  reuse  in  irrigation.  This  combination  of  drainage  and  irrigation 
will  undoubtedly  extend  to  other  districts  in  which  conditions  are 
similar. 

AGRICULTURAL  RESOURCES 

The  agricultural  resources  of  the  Southwest  are  by  no  means  com- 
mensurate with  its  vast  extent.  Much  of  it  is  mountainous  and  too 
rough  and  rocky  to  be  cultivated,  while  a  still  larger  portion  has  too 
little  precipitation  for  plants  that  are  of  much  value  to  man.  The 
crops  which  grow  naturally  and  those  producible  by  human  effort 
may  be  grouped  into  three  main  divisions:  (1)  The  native  grasses  and 
other  herbaceous  plants,  which  provide  food  for  domestic  animals; 
(2)  crops  of  low  water  requirement,  which  can  be  successfully  grown 
by  dry-farming  methods;  and  (3)  a  large  variety  of  irrigated  crops. 

In  the  upper  Colorado  Basin  native  grasses  thrive  where  a  plow 
furrow  can  not  be  turned.  Hence  the  grass  on  the  open  range,  when 
fed  to  stock,  and  the  products  derived  from  irrigated  farms  on  the 
limited  arable  land  constitute  the  main  sources  of  farm  revenue. 
This  is  especially  true  of  12,000,000  acres  in  southwestern  Wyoming 
drained  by  Green  River,  where  the  precipitation  on  the  valley  lands 
is  too  scanty,  as  a  rule,  to  grow  crops,  and  the  fine  pasturage  on  moun- 
tain slopes,  supplemented  in  winter  by  hay  crops  grown  under  irriga- 
tion, maintains  large  numbers  of  stock.  Leaving  out  of  consideration 
the  pasturage  on  unimproved  portions  of  farms,  there  remains  an 
area  of  11,000,000  acres  of  grazing  land,  including  the  open  range  of 
the  public  domain,  national  forests,  and  Indian  reservations.  Only 
211,000  acres  are  irrigated,  and  much  more  stock  could  be  pastured 
if  more  winter  feed  were  provided  by  extending  the  irrigated  area. 
It  is  estimated  (7)  that  910,000  acres  can  be  irrigated,  and  if  it  were 


16      TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 

reclaimed  a  more  profitable  use  could  be  made  of  the  remaining 
11,000,000  acres  of  pasture  land. 

In  eastern  Utah  conditions  are  somewhat  similar,  but  on  a  larger 
scale.  Including  open  range,  national  forests,  and  Indian  reserva- 
tions, there  is  an  area  of  22,500,000  acres  affording  pasturage  for  stock. 
There  are  also  362,000  acres  of  irrigated  land  and  a  possibility  of 
extending  the  area  now  irrigated  to  815,000  acres,  on  which  alfalfa  and 
some  cereals  are  likely  to  be  the  principal  crops. 

Nearly  44  per  cent,  or  28,812,000  acres,  of  Colorado  is  drained  by  the 
Colorado  River  and  the  Rio  Grande.  Nearly  24,000,000  acres  of  this 
area  are  not  included  in  farms  and  are  more  or  less  suitable  for  grazing. 
Chiefly  because  of  a  more  favorable  climate,  irrigation  development 
has  progressed  more  rapidly  than  in  the  country  farther  north  within 
the  same  watershed.  In  1919,  1,387,000  acres  were  irrigated  in  the 
Colorado  and  Rio  Grande  Basins,  while  the  Bureau  of  Reclamation 
estimates  (7)  that  1,758,000  acres  are  susceptible  of  irrigation.  The 
principal  products,  exclusive  of  native  grasses,  are  alfalfa  and  ^\dld 
hay. 

Less  than  13  per  cent  (about  9,000,000  acres)  of  Nevada  is  within  the 
Colorado  Basin,  and  of  it  only  15,000  acres  were  irrigated  in  1919, 
although  about  87,000  acres  are  susceptible  of  irrigation.  On  the 
basis  of  previous  estimates,  8,900,000  acres  have  a  limited  value  as 
grazing  land.  Southern  Nevada  has  mild  winters  and  a  long  growing 
season,  and  large  quantities  of  deciduous  fruits  and  other  crops  might 
be  produced  if  the  available  water  supply  were  more  abundant. 

In  this  bulletin  onty  that  part  of  southern  California  in  the  water- 
shed of  the  Colorado  River  and  the  lands  it  irrigates  are  taken  into 
account.  The  irrigated  area  in  1919  was  447,400  acres,  whereas 
about  939,000  acres  can  be  irrigated  if  the  river  is  properly  controlled. 
Owing  to  the  extreme  aridity,  native  grasses  have  little  value  as  stock 
feed,  but  there  is  some  grazing  on  3,600,000  acres  of  unfarmed  land. 
The  principal  agricultural  resources  are  confined  to  products  of  irri- 
gated farms. 

Compared  with  southern  Nevada  and  southeastern  California, 
New  Mexico  has  the  heaviest  normal  precipitation,  and  because  of  the 
resulting  favorable  soil-moisture  conditions  native  grasses  grow 
profusely  on  extensive  areas.  It  also  provides  opportunities  for  dry 
farming  with  such  crops  as  beans,  sorghums,  and  corn.  The  area 
irrigated  in  1919  was  538,400  acres,  but  the  available  water  supply  is 
sufficient  for  about  2,500,000  acres.  The  area  harvested  in  1919  was 
1,131,806  acres,  indicating  that  more  than  50  per  cent  was  dry  farmed. 
In  1924,  50,000,000  acres  in  national  forests,  vacant  public  land,  or 
privately  owned  land  afforded  pasturage  for  stock. 

In  Arizona  there  are  several  million  acres  of  fertile,  arable  land 
which  would  become  valuable  and  yield  a  high  annual  revenue  if 
irrigated.  These  lands  can  not  be  dry  farmed  profitably,  and  unless 
water  is  provided  they  will  remain  grazing  lands  of  low  value  indefi- 
nitely. The  water  supply  of  the  State  is  mainly  in  Colorado  River 
and  its  local  tributaries.  Satisfactory  progress  has  been  made  in 
storing  and  diverting  the  waters  of  tributary  streams  for  irrigation, 
and  development  is  likely  to  proceed  until  all  such  available  water  is 
utilized.  In  1919  the  area  irrigated  was  468,000  acres,  but  it  is  esti- 
mated that  the  water  obtainable  from  tributaries  and  the  main  river 
below  the  canyon  section,  if  properly  controlled  and  utilized,  together 


IRKIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS      17 

with  underground  supplies,  will  irrigate  2,200,000  acres.  The  results 
of  reconnaissance  investigations  made  recently  by  Arizona  {1 )  indicate 
that  water  can  be  diverted  from  the  Colorado  at  some  point  near 
Diamond  Creek  and  conveyed  southward  to  irrigate  an  additional 
area  of  about  2,000,000  acres  in  southwestern  Arizona. 

Exclusive  of  the  unimproved  portions  of  farms,  the  area  which  may 
be  grazed  includes  61,700,000  acres,  of  which  less  than  14,000,000 
acres  are  vacant,  22,000,000  acres  are  in  Indian  reservations,  and 
11,000,000  acres  in  national  forests. 

In  this  report  the  arid  and  semiarid  portions  of  Texas  have  been 
separated  from  the  eastern  humid  portion  by  a  line  connecting  the 
eastern  boundaries  of  San  Patricio  and  Clay  Counties,  153  counties 
being  in  the  section  with  which  this  bulletin  is  concerned.  This 
division  is  based  on  the  normal  rainfall,  which  in  the  western  counties 
varies  from  10  to  30  inches  a  year. 

During  the  past  60  years  agricultural  conditions  in  western  Texas 
have  undergone  far-reaching  changes,  many  of  which  are  still  in 
progress,  making  it  difficult  to  estimate  agricultural  potentialities. 
From  the  close  of  the  Civil  War  to  near  the  beginning  of  the  present 
century,  long-horned  cattle  were  grazed  on  the  Staked  Plains,  con- 
stituting almost  the  only  source  of  agricultural  revenue.  During  the 
past  25  years  both  dry  and  irrigation  farming  have  greatly  increased 
the  agricultural  returns.  In  1924  the  cropped  land  harvested  was 
12,278,000  acres.  In  1919  the  area  irrigated  was  342,600  acres  and 
the  unf armed  land  available  for  grazing  was  about  43,000,000  acres. 
As  development  progresses,  much  of  the  arable  land  will  be  cultivated, 
and  the  ultimate  extension  of  the  irrigated  area  will  be  limited  only 
by  the  lack  of  available  water.  It  is  believed  that  the  water  supply, 
if  properly  controlled  and  used,  is  sufficient  for  the  irrigation  of  4,000,- 
000  acres,  and  the  present  dry-farmed  area  may  be  increased  to 
30,000,000  acres. 

IRRIGATION  PRACTICE 

While  much  of  the  irrigation  development  of  the  Southwest  has 
been  accomplished  since  1899,  irrigation  was  practiced  far  back  in 
unrecorded  times.  The  value  of  water  in  nourishing  such  crops  as 
maize,  beans,  squash,  and  cotton  was  well  known  to  the  Pueblo 
Indians.  The  patience  characteristic  of  the  race  enabled  them,  with 
very  meager  equipment,  to  dig  surprisingly  long  canals.  These,  as  the 
indirect  source  of  a  part  of  their  sustenance,  were  built,  maintained, 
and  operated  generally  as  communal  enterprises,  subject  to  regula- 
tions prescribed  by  the  community  leaders.  Many  of  these  were 
retained  under  Spanish  rule,  forming,  with  some  innovations,  the 
basis  of  Spanish-American  practice. 

The  common  proprietorship  of  water  supplies,  public  construction  of  irrigation 
works,  and  the  administration  of  local  irrigation  affairs  by  separate  communities 
were  very  important  features  of  Moorish  and  Spanish  institutions  long  before  the 
discovery  of  the  New  World  {14,  p. 


^  They  did  not  differ  essentially  from  those  of  the  Indians'  communal 
ditch.  However,  Spain  colonized  its  new  possessions  by  three  sepa- 
rate agencies — civil,  ecclesiastical,  and  military — and  the  eflPect  of  this 
procedure  tended  to  modify  native  practice.  The  presidios,  designed 
to  develop  into  towns,  afforded  military  protection;  the  missions  were 
intended  primarily  for  the  conversion  of  the  Indians ;  and  the  pueblos 
106469—30 3 


18       TECHNICAL  BtTLLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 

themselves  developed  agriculture,  industry,  and  commerce.  In  all 
three  the  construction  of  an  acequia  madre,  or  main  canal,  was  neces- 
sary wherever  the  rainfall  was  deficient. 

Mexico^s  attainment  of  independence  and  control  of  the  Southwest 
brought  a  second  confirmation  and  modification  of  existing  irrigation 
laws  and  customs,  and  when  part  of  the  territory  was  ceded  to  the 
United  States  a  final  international  adjustment  was  effected.  Hence 
the  present  irrigation  laws,  customs,  and  methods  are  a  composite  of 
Indian,  Spanish- American,  and  Anglo-Saxon,  although  Anglo-Saxon 
practices  are  becoming  more  marked  as  time  passes.  Notwith- 
standing this  tendency,  in  many  parts  of  the  Southwest  Indian  ditches 
are  still  in  use  and  are  managed  and  maintained  much  as  in  pre-Span- 
ish  times,  and  many  more  typical  acequias  built  under  Spanish  and 
Mexican  regimes  are  still  owned  and  operated  much  as  they  were 
more  than  two  centuries  ago. 

Compared  with  that  of  former  periods,  the  progress  made  during  the 
past  25  years  in  reclaiming  desert  lands  has  been  rapid.  The  Nation 
has  expended  large  sums  for  irrigation  works  in  Texas,  Colorado, 
New  Mexico,  and  Arizona,  and  this  has  influenced  private  capital  to 
make  like  investments.  Knowledge  and  experience  so  gained  and 
avoidance  of  many  former  errors  have  resulted  in  better  plans,  more 
economical  means  of  working,  and  the  construction  of  more  practical 
and  effective  systems.  In  consequence  the  Southwest,  although  still 
operating  many  faulty  irrigation  systems  inherited  from  pioneer  days, 
offsets  them  with  several  large  modern  systems,  which,  as  a  rule,  are 
well  built  and  managed,  and  this  advantage  is  reflected  in  its  irriga- 
tion practice. 

The  farmers  have  struggled  with  several  troublesome  problems, 
some  of  which  still  await  solution;  until  they  are  overcome  improve- 
ments in  irrigation  practice  can  not  take  place  rapidly.  In  the  lower 
Rio  Grande  Valley  of  Texas,  which  depends  entirely  on  water  pumped 
from  the  river,  a  reorganization  of  enterprises  and  the  reconstruction 
and  enlargement  of  pumping  plants  have  been  necessary.  This  work 
is  nearing  completion,  but  the  question  of  water  rights  remains  to  be 
adjudicated  between  the  United  States  and  Mexico,  and  until  this  is 
effected  by  treaty  much  uncertainty  ^^411  exist  over  water  allotments 
and  future  irrigation  development. 

The  irrigable  lands  of  the  Salt  River  Valley  were  seriously  injured 
by  a  continually  rising  water  table,  but  this  menace  has  been  over- 
come by  the  operation  of  a  large  number  of  deep-well  pumps,  which 
have  at  the  same  time  supplied  much-needed  additional  water  for 
irrigation  (17).  The  Rio  Grande  Valley  in  New  Mexico  likewise  was 
damaged  by  a  high  water  table,  combined  with  uncontrolled  flood 
waters,  but  deep  drainage  canals  have  reclaimed  part  of  the  valley, 
and  organizations  are  being  formed  to  remedy  other  portions.  In  the 
Imperial  Valley  the  farmers  have  been  contending  for  the  past  20  years 
with  floods,  with  enormous  quantities  of  silt  annually  transported 
by  the  Colorado  River,  and  with  rising  ground  water.  The  wet 
lands  are  being  drained,  and  adequate  steps  are  being  taken  to  remove 
the  flood  menace  and  to  abate  the  silt  nuisance. 

The  part  of  irrigation  development  that  is  performed  by  farmers  is 
retarded  and  rendered  difficult  and  costly  by  the  presence  of  brush 
and  shrubs.  Some  localities  have  a  heavy  growth,  chiefly  sagebrush, 
while  others  are  dotted  with  mesquite  and  other  shrubs.  As  a  rule 
the  shrubs  and  heavier  sagebrush  are  grubbed  out  by  hand,  adding  a 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS      19 

heavy  expense  to  new  settlers  at  a  time  when  they  can  least  afford  it. 
The  expense  of  preparing  land  for  irrigation  in  the  Southwest  de- 
pends partly  on  the  size  and  density  of  the  desert  growth  to  be 
removed,  the  cost  of  removal  varying  from  about  $7.50  to  over  $50 
an  acre,  and  partly  upon  the  preparation  of  the  land  to  receive  water. 
Successful  irrigation  depends  upon  the  proper  preparation  of  the  land 
to  receive  water  and  the  selection  of  the  best  method  of  applying  it. 
Farm  distributing  ditches  or  underground  pipes  so  located  that  water 
may  spread  rapidly  over  the  fields  are  a  necessary  part  of  land  prep- 
aration. Fields  should  also  be  leveled  so  that  water  will  flow  evenly 
over  the  surface.  Unless  the  fields  are  so  prepared,  water  will  stand 
in  hollows  and  high  spots  will  remain  dry,  resulting  in  damage  to 
crops  in  each  case. 

CROPS  GROWN  UNDER  IRRIGATION 

The  area  irrigated  increased  from  1,504,000  acres  in  1902  to' 
3,771,000  acres  in  1919,  but  the  area  of  the  principal  irrigated  crops 
did  not  increase  in  the  same  ratio.  Staple  crops  have  given  place  in 
part  to  new  crops;  and  the  changing  conditions  involved  in  production 
and  marketing  have  brought  about  corresponding  changes  in  the 
management  of  farms,  especially  in  sections  where  a  long  growing 
season  makes  possible  a  wide  diversification.  In  the  upper  basins  of 
the  Colorado  River  and  the  Rio  Grande,  where  the  elevations  are 
much  higher,  the  winters  more  severe,  and  the  growing  season  shorter, 
fewer  changes  in  crop  production  have  taken  place,  and  these  have  had 
little  effect  on  the  water  requirement.  The  leading  crops  in  the 
Green  River  Basin  of  southwestern  Wyoming  continue  to  be,  in  the 
order  named,  wild  hay,  alfalfa,  and  oats  cut  for  grain.  In  the  same 
basin  of  eastern  Utah  alfalfa  is  far  in  the  lead,  with  wheat,  oats,  and 
corn  following.  On  the  Pacific  slope  of  Colorado  the  largest  part  of 
the  irrigated  area  is  devoted  to  alfalfa,  wild  hay,  wheat,  and  oats  being 
next  in  order. 

In  the  upper  basins  of  these  two  rivers,  in  Colorado,  Utah,  and  Wyo- 
ming, there  has  been  a  gradual  conversion  of  native-grass  meadows 
into  other  crops,  chiefly  alfalfa,  but  this  conversion  has  not  materially 
affected  the  water  requirement  of  crops,  since  the  native  meadows  are 
irrigated,  as  a  rule,  by  wild  flooding  which  wastes  water,  and  a  larger 
tonnage  of  alfalfa  per  acre  can  usually  be  produced  with  no  more 
water  than  was  formerly  used  on  native  meadow^s,  on  account  of  a 
more  economical  use. 

In  the  agricultural  history  of  the  more  southerly  and  warmer  por- 
tions of  the  Southwest,  from  Imperial  Valley  in  California  to  the 
lower  Rio  Grande  Valley  in  Texas,  the  introduction  and  extension  of 
cotton  planting  in  the  past  10  to  15  years  has  been  most  noteworthy. 
A  large  area  of  new  land,  as  well  as  much  formerly  in  alfalfa,  has  been 
planted  to  cotton.  The  seasonal  water  requirement  of  cotton  being 
considerably  less  than  alfalfa,  this  change  has  had  its  effect  on  the 
quantity  of  water  used  in  irrigation,  especially  in  the  Imperial  Valley, 
the  Salt  River  Valley,  and  the  Rio  Grande  Valley  of  New  Mexico. 

During  the  past  26  years  more  than  400,000  acres  of  desert  land  in 
California  have  been  reclaimed  in  Imperial  Valley  by  water  diverted 
from  the  Colorado  River.  Barley  was  first  the  chief  crop.  A  report 
{19)  prepared  by  the  Division  of  Agricultural  Engineering  says  that 
in  1903  about  three-fourths  of  the  irrigated  area  was  in  barley  and 


20      TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 

that  the  average  seasonal  duty  of  water  for  that  year  on  120,000  acres 
was  2.04  acre-feet  per  acre,  ranging  from  1  to  I'ji  acre-feet  for  barley 
to  3  to  4  acre-feet  for  alfalfa.  In  1909  the  barley  acreage  had 
decreased  to  36,986  acres,  whereas  there  was  an  increase  in  alfalfa  to 
30,847  acres.  In  1926  the  land  in  cereals,  whether  cut  for  grain  or 
used  as  forage,  was  80,000  acres;  in  alfalfa,  155,000  acres.  The  grow- 
ing of  cantaloupes  and  lettuce  during  the  winter  and  early  spring  has 
become  an  important  industry,  in  1927  these  crops  covering  nearly 
L80,0q0  acres. 

Prior  to  1910  cotton  was  grown  in  an  experimental  way  in  Imperial 
County,  Calif.  The  area  devoted  to  this  crop  increased  rapidly,  and 
in  1924  was  80,000  acres.  Since  then,  however,  this  crop  has 
decreased,  and  in  1927  was  only  23,000  acres. 

In  writing  of  alfalfa  in  the  Southwest  in  1914,  Freeman  {11,  p.  [233]) 
said: 

Every  agricultural  community  has  its  staple  product.  What  corn  is  to  Illinois, 
wheat  to  Kansas,  and  cotton  to  the  Gulf  States,  alfalfa  is  to  Arizona.  More  than 
one-third  of  all  her  cultivated  land  is  devoted  to  its  culture.  *  *  *  H  forms 
*  *  *  the  safeguard  of  cattlemen  in  times  of  drought,  the  raw  material  for  a 
growing  dairy  industry,  the  natural  food  for  fine,  fat  stock,  and  the  conserver  of 
soil  fertility  by  its  deeply  penetrating,  nitrogen-gathering  roots. 

Freeman  could  not  foresee  that  in  another  decade  Arizona's 
cotton  acreage  would  be  60  per  cent  more  than  that  of  alfalfa.  In 
the  Salt  River  Valley  the  acreage  planted  to  cotton  increased  from 
a  small  area  in  1910  to  75,062  acres  in  1919  and  121,620  acres  in 
1924,  but  part  of  this  increase  has  been  at  the  expense  of  alfalfa, 
which  decreased  from  66,071  acres  in  1919  to  60,955  acres  in  1924. 

A  somewhat  similar  development  has  taken  place  in  New  Mexico. 
The  total  area  of  irrigated  alfalfa  fields  in  1919  was  87,105  acres, 
while  that  of  cotton  was  7,527  acres,  whereas  in  1924  the  acreage  of 
irrigated  and  nonirrigated  cotton  was  nearly  equal  to  that  of  alfalfa. 
Another  important  change  during  the  past  decade  has  been  the  rapid 
extension  of  dry-farmed  sorghums  harvested  for  grain  or  cut  for 
silage,  hay,  or  fodder.  The  1924  area  was  289,099  acres,  which 
placed  this  crop  far  in  the  lead  as  regards  acreage. 

In  1919  about  340,000  acres,  exclusive  of  the  rice  fields,  were 
irrigated  in  western  Texas.  The  principal  crops  in  the  order  of 
acreage  were  corn,  sorghums,  cotton,  and  alfalfa.  The  statement, 
however,  covers  only  a  small  part  of  crop  production  in  this  part 
of  the  State.  On  account  of  a  heavier  annual  rainfall  than  occurs 
in  either  Arizona  or  New  Mexico,  the  majority  of  farmers  grow  crops 
without  irrigation.  There  being  available  a  large  extent  of  fertile 
virgin  soil  at  relatively  low  cost,  on  which  small  or  medium  crop 
yields  can  be  harvested,  the  need  to  utilize  water  for  agriculture 
has  not  been  urgent  except  in  very  dry  years.  Accordingly,  the 
extent  of  land  dry  farmed  is  far  in  excess  of  that  irrigated.  In  1924 
the  principal  crops  grown  in  153  counties  of  western  Texas  mth 
their  respective  acreage  were:  Cotton,  6,442,348;  sorghums,  2,230,- 
355;  wheat,  1,122,471;  corn,  824,519;  oats,  635,821;  and  hay, 
260,175. 

RELATION  OF  WATER  APPLIED  TO  CROP  YIELD 

Investigations  have  been  carried  on  by  the  Division  of  Agri- 
cultural Engineering  either  independently  or  in  cooperation  with 
State  or  community  agencies  in  several  locahties  of  the  Southwest 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS     21 

to  determine  the  relation  of  water  applied  to  crop  yield.  In  this 
work  the  factors  which  affect  yield  other  than  moisture  conditions 
have  been  eliminated,  as  far  as  practicable,  by  selecting  uniform 
soil,  growing  the  crops  on  plots  of  the  same  or  nearly  the  same  area, 
and  subjecting  them  to  the  same  cultural  treatment  and  climatic 
influences.  When,  under  repeated  tests,  crops  fail  to  produce  profit- 
able yields  with  the  natural  rainfall,  the  need  for  irrigation  is 
demonstrated,  and  the  effective  rainfall,  combined  with  the  quantity 
of  supplemental  irrigation  water  required  to  produce  a  satisfactory 
yield,  is  a  fair  indication  of  the  total  water  requirement. 

The  results  of  such  experiments  likewise  serve  to  determine  how 
much  water  farmers  should  apply  in  order  to  obtain  profitable 
yields.  By  growing  plants  in  duplicate  or  triplicate  plots,  applying 
a  different  quantity  of  water  to  each  plot,  and  noting  the  effect  on 
the  quality  and  quantity  of  the  product  grown,  it  is  possible  to  deter- 


CROP 


SEED  COTTON 

Grown  on  pfots  on  adobe  so// 
overlying  coarse  sane/  at 
the  tJew  Mexico  Experiment 
Station 


YIELD 


Pounds   pen     acre 


TT" 


LINT  COTTON 

Grown  on  p/ots  on  worn-out 
fine  sandy  soil  at  Medina 
Experiment  Station,   Texas 


LINT  COTTON 


Grown  on  plots  on  sandy  loam 
soil  near  A4ercedes,  Texas 


Figure  8.— Relationship  between  amount  of  water  applied  and  yield  of  cotton  as  determined  by 
experiments  carried  on  cooperatively  in  different  parts  of  the  Southwest  from  1915  to  1926 

mine  with  fair  accuracy,  especially  for  crops  of  low  and  medium 
water  requirement,  the  right  quantity  of  water  to  apply  for  their 
proper  development.  Most  of  the  results  show  an  increase  in  yield 
in  proportion  to  the  quantity  of  water  appUed  until  a  stage  is  reached 
when  additional  applications  injuriously  affect  the  plant  and  lessen 
the  yield. 

In  irrigating  alfalfa,  sugarcane,  and  other  crops  of  high- water 
requirement,  it  is  more  difficult  to  ascertain  when  enough  water  has 
been  apphed.  It  sometimes  happens  that  the  more  water  used  the 
larger  the  tonnage  harvested.  In  such  cases  it  is  well  to  consider^ 
besides  yield,  the  value  of  water,  the  cost  of  applying  it,  and  the 
damage  to  soils  arising  from  excessive  use. 

The  relationship  between  quantity  of  water  applied  and  yield 
of  crop  is  shown  graphically  in  Figures  8  to  11.  The  basic  data  for 
these  charts  are  selected  from  Tables  6  to  19.  The  charts  show  the 
number  of  irrigations;  the  number  of  tests  involved;  the  water  used 


22       TECHNICAL  BULLETIN  186,  M.  S.-DEPT.  OF  AGRICULTURE 

by  the  crop,  whether  irrigation  or  rainfall;  the  kind  of  crop;  the  gen- 
eral character  of  the  soil  on  which  it  was  grown;  and  the  crop  yield. 

WATER  REQUIREMENT  OF  CROPS 

The  high  water  requirement  of  one  set  of  conditions  is  offset  in  a 
measure  by  the  medium  or  low  requirement  of  another.  The  long 
growing  season,  high  temperature,  clear  sunshine,  dry  air,  and  heavy 
evaporation  require  a  large  quantity  of  water  to  mature  crops,  but 
the  extensive  acreage  planted  to  crops  having  a  low  or  medium 
water  requirement  tends  to  lower  what  would  otherwise  be  a  high 
average. 

SORGHUMS 

The  climatic  conditions  in  much  of  the  Southwest  are  well  adapted 
to  sorghums.     Compared  with  corn,  the  grain  sorghums  need  less 


14 

H 

WATER  APPLIED 

CROP 

YIELD 

Inches  in  depth  on  land 

SORGHUM   HAY 

Grown  on  plots  on  fine  sandy 
loam  at  the  New  Mexico 
Experiment  Station. 

Tons  per  acre 

40       30        20       10 

123456789    10 

5-6 

2 
1 

5 
3 

■ 

1 

1 

■ 

1 

!■ 

1 

■i 

■- 

" 

1-2 

1 
1 

i 

m 

RtSATlON 1 

SORGHUM  HAY 

Grown  on  plots  on  fine  sandy 
foam  at  Medina,  Texas 

UUNFAU.             r 

1 

■ 

1 

f 

1 

1 

1 

7-8 

6 
9 
9 

1 

■ 

^ 

SUDAN  GRASS 

Grown  on  plots  on  fine  sandy 
loam  at  the  New  Mexico 
Experiment  Station 

1 

I 

* 

* 

■ 

■ 

■ 

■ 

■ 

" 

" 

0-2 

2 
2 

SUDAN  GRASS 

Grown  on  plots  on  thin  upland 
day  near  Law  ton,  Oklahoma. 

1 

L 

1 

■ 

■ 

,.1-L 

^ 

__ 

Figure  9.— Relationship  between  amount  of  water  applied  and  crop  yield  of  sorghum  hay  and 
Sudan  grass  as  determined  by  plot  experiments  carried  on  cooperatively  In  different  localities  of 
the  Southwest  from  1915  to  1921 

water,  while  sorghums  cut  for  hay  require  more,  but  both  kinds 
withstand  drought  better.  Most  crops  receive  a  permanent  setback 
when  the  soil  moisture  remains  for  a  considerable  time  below  the 
wilting  point,  whereas  the  sorghums  have  the  extraordinary  ability 
to  revive  when  rain  falls  or  irrigation  water  is  provided.  This  peculiar 
quality,  which  overcomes  to  a  considerable  extent  the  injurious  effects 
of  droughts  by  furnishing  roughage  for  stock  at  a  time  when  other 
crops  fail,  accounts  for  the  popularity  of  the  sorghums  on  the  dry 
farms  of  the  Southwest  and  for  the  rapid  increase  in  arable  land 
devoted  to  sorghums  harvested  for  grain.  In  New  Mexico  the  area 
planted  to  grain  sorghums  in  1909  was  63,570  acres,  whereas  in  1919 
it  was  151,685  acres.  During  the  same  decade  in  western  Texas  the 
area  increased  from  570,188  to  1,461,736  acres.  The  sorghums  are 
also  grown  quite  extensively  on  irrigated  farms  to  provide  fodder  and 


IKRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS      23 


silage  and  as  catch  crops.  Under  favorable  weather  conditions 
they  can  be  planted  after  grain  crops  are  harvested  or  after  other 
crops  have  failed. 

In  growing  sorghums  on  dry  farms  there  is  a  more  or  less  close 
relationship  between  the  precipitation  and  crop  yields.  This  is 
shown  in  Table  2.  The  data  (3)  on  which  this  table  is  based  represent 
in  each  case  the  average  of  averages.  In  other  words  the  yields 
reported  represent  in  each  case  the  average  of  a  large  number  of  plot 


i4 

H 

WATER  APPUED 

CROP 

YIELD 

Inches  in  depth  on  land 

SUGARCANE 

Crown  on plofs  on  both  sandy 
and  clay  soils  near  Mercedes, 

Tons  per  acre 

80  70  60  50  40  30  20  10 

3    6    9    12  15   18  21  24  27  30 

9-23 

9 
5 
8 

5 
4 

m.«T.o.....«J^|     1 

1 

RMMVUX.... 

s. 

l'  ' 

■ 

J- 

^ 

■ 

1 

■ 

" 

n 

I 
■ 

4-7 

2 

1 
1 

1 
1 

RHODES    GRASS 

Grown  on  plots  on  sandy  soil 
near  Mercedes,  Texas 

■ 
■ 
■ 
■ 
■ 

1 

1 

n 

■ 

1 

1 

■ 

r 

1 

n 

.1 

H 

1 

7-11 

2 
2 

2 
3 

ALFALFA 

Grown  on  plots  on  sand  and 
sand  ana  gravel  at  /^ew 
Mexico  Experiment  Station. 

1 

1 

- 

H 

I 

H| 

■ 

n 

5 

2 
1       1 

■ 

■ 

■ 

ALFALFA 
Grown  on  plots  on  Maricopa 

I 

— 

■ 

%Vt%v/jiL^^y^^'"^''"""' 

m 

;; 

H 

■ 

■n 

■■ 

" 

Figure  10. — Relationship  between  amount  of  water  applied  and  crop  yield  for  sugarcane,  Rhodes 
grass,  and  alfalfa  as  determined  by  plot  experiments  carried  on  cooperatively  in  different  localities 
of  the  Southwest  from  1916  to  1919 

yields  at  each  locality.  To  equalize  further  the  effects  of  crop  hazards 
of  various  kinds,  the  authors  have  subjected  the  crop  yields  at  each 
locality  to  a  second  averaging  based  on  yearly  precipitation.  Thus  a 
variety  of  sorghum  known  as  milo  was  grown  at  Woodward,  Okla., 
for  10  consecutive  years.  The  five  years  of  highest  precipitation  as 
well  as  the  five  years  of  lowest  precipitation  have  been  averaged,  and 
each  is  shown  in  the  table  in  conjunction  with  the  average  crop  yield 
for  the  corresponding  period.  Like  treatment  has  been  given  sor- 
ghum crops  grown  in  other  parts  of  the  Southwest. 


24^TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 


i4 

^1 

WATER  APPUED 

CROP 

YIELD 

Inches  in  depth  on  land 

MERCEDES,   TEXAS 
CABBAGE 

Grown  on  loam  soil 

Crown  on  sandy  loam  soil 
Grown  on  clay  soil 

Tons  per  acre 

25    20     15     10      5 

2    4    6    8   10  12    14  16  18  20 

1-4 

4-5 

5 

IRRIGATION 1 

RAINFALL. 1 

r^- 

i 

=: 

"t- 

■n- 

1 

^ 

1 1 

■ 

1 

1 1 

1 1 

^ 

1 

„ 

■ 

H 

^ 

■  ■ 

1 

: 

■^ 

■  ■ 

■ 

"- 

3 

3 
3 
3 

. 

LETTUCE 
Grown  on  sandy  soil 

in  ■ 

m  ■ 

■ 

1  H 

■  1 

4 

2 
2 
2 

1 

CAULIFLOWER 

Grown  on  sandy  soil,  a/so 
on  clay  soil.  Yields  on  clay 
soil  are  heavier 

1^ 

■ 

1     1 

T 

■1 

"l     1 

■ 

■  1 

5-7 

2 
3 
2 
1 

■ 

■  ■ 

^ 

1 

TOMATOES 
Grown  on  sandy  soil 

h 

1 

■ 

1 

+ 

1 

5 

3 
3 
3 

1 

1 

1 

" 

TABLE  BEETS 

Grown  on  sandy  so/I. 

L 

i 

1 

^K 

TTT 

3-4 

2 
2 
2 

CARROTS 

Grown  on  sandy  soil 

1 

;' 

1- 

1 

■ 

1 1 

5 

1 

■ 

■ 

■= 

SNAP    BEANS 

Grown  on  clay  soil 

1 

■- 

0-4 

■ 

SPINACH 

Grown  on  loam  soil 

■i 

L 

■ 

■  ■ 

1 

J. 

Li. 

H| 

■pi 

PO 

T 

IT 

- 

BERMUDA  ONIONS 

Grown  at  Laredo,   Texas 

± 

L 

I 

e-si : 

I 

L. 

' 

"l ' 

T 

rr 

\ 

_ 

Figure  11.— Relationship  between  the  amount  of  water  applied  and  crop  yield  of  vegetables  as 
determined  by  plot  experiments  conducted  cooperatively  by  the  Division  of  Agricultural  Engi- 
neering and  the  Texas  State  Board  of  Water  Engineers  near  Mercedes  and  Laredo,  Tex.,  from 
1914  to  1920 


IRRIGATION  REQUIREMENTS  OF  ARID  AND   SEMIARID  LANDS      25 
Table  2. — Relation  between  crop  yields  of  milo  and  kafir  and  precipitation 


Years  of 
tests 

Mean 
annual 
precipita- 
tion 

Mean  crop  yield  of— 

Station 

Milo 

Kafir 

Grain 

Total 

Woodward,  Okla 

Number 
5 
5 
4 

5 
8 
8 
7 
6 
4 
5 

I 

Inches 
130.49 
2  20.25 

1  36. 35 

2  22.24 
123.07 
2  14.  38 

1  22.  31 

2  14.  61 

1  24. 15 

2  12.  72 

1  24. 95 

2  12. 48 

Bushels 
24.1 
14.2 

Bushels 
25.7 
15.9 
29.0 

5.7 
26.0 
12.2 
18.7 

6.7 
24.0 

8.8 
26.3 
11.1 

Pounds 
5,271 
5,009 
5,682 
2,658 

Lawton,  Okla _. . 

Dalhart,  Tei         

30.7 
15.4 
32.6 
12.2 
34.0 
12.6 
36.1 
15.3 

6  392 

Amarillo,  Tex 

5,245 
5,965 
3,482 
4.475 
2,832 
4,527 
2,792 

Big  Springs,  Tex 

Tucumcari,  N.  Mex 

>  Average  rainfall  for  years  of  highest  precipitation. 
2  Average  rainfall  for  years  of  lowest  precipitation. 

Under  conditions  equally  favorable  the  yields  of  sorghums  are 
greater  when  the  effective  rainfall  is  supplemented  by  irrigation  water, 
although  the  combined  quantity  of  water  needed  is  relatively  small. 
This  is  shown  by  the  results  of  irrigated  plot  experiments  of  sorghums, 
a  few  of  which  are  outlined  in  the  following  paragraphs. 

In  1919  sorghum  for  hay  was  grown  on  seven  plats  near  Mercedes, 
Tex.  The  rainfall  during  the  growing  season  was  2  acre-feet,  and 
this  was  supplemented  by  three  light  irrigations,  the  total  of  which 
varied  from  0.53  to  1.14  acre-feet.  The  yields  of  plots  which  received 
less  than  0.9  acre-foot  of  irrigation  water  averaged  10.29  tons  per 
acre,  while  those  that  received  more  than  0.9  acre-foot  averaged 
11.83  tons. 

In  1915  sorghum  harvested  for  fodder  was  grown  on  11  plots  at  the 
New  Mexico  Agricultural  Experiment  Station  and  somewhat  heavily 
irrigated  six  times  during  May,  June,  July,  and  August.  The  average 
seasonal  quantity  of  irrigation  water  applied  was  2.36  acre-feet  per 
acre,  and  there  was  0.22  acre-foot  of  rainfall.  The  plots  produced  an 
average  yield  of  6.89  tons.  Those  which  received  less  than  2  acre-feet 
produced  an  average  yield  of  4.98  tons;  those  which  received  2  acre- 
feet  and  less  than  2.50  acre-feet  averaged  5.87  tons;  and  those  which 
received  from  2.67  to  2.77  acre-feet  averaged  10.23  tons. 

Hence  it  w^ould  appear  that  sorghums,  including  Sudan  grass 
grown  for  fodder,  require  from  2.5  to  3  acre-feet  per  acre  to  produce 
heavy  yields. 

COTTON 

Compared  with  the  extent  and  value  of  the  cotton  crop  in  the  South- 
west, the  data  pertaining  to  its  water  requirement  are  somewhat 
meager.  Investigations  of  the  relationship  of  this  plant's  growth  to 
soil  moisture  conditions  have  not  kept  pace  with  the  rapid  increase 
in  the  area  devoted  to  its  production.  The  available  data  seem  to 
demonstrate  fairly  well  that  less  irrigation  water  is  required  to  mature 
cotton  in  western  Texas  than  in  the  cotton-producing  districts  of 
New  Mexico,  Arizona,  or  southeastern  California.  This  is  pre- 
106469—30 4 


26   TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 

sumably  because  of  the  greater  humidity,  a  lower  rate  of  evaporation, 
and  the  storage  of  rain  water  in  the  soil  and  subsoil.  When  the  normal 
effective  rainfall  is  included,  a  water  requirement  of  1.25  to  2  acre-feet 
per  acre  seems  to  be  ample  for  a  large  yield,  whereas  in  the  more  arid 
cotton-growing  localities  of  Arizona,  New  Mexico,  and  southeastern 
California  from  2.5  to  3  acre-feet  per  acre  seems  to  be  required.  At 
Safford,  Ariz.,  the  summer  rainfall  (May  1  to  September  30)  averages 
4.73  inches  and  the  yearly  precipitation  9.2  inches,  and  about  30  inches 
of  irrigation  water  on  an  average  is  applied  to  land  planted  to  cotton. 

ALFALFA 

The  water  requirement  of  this  forage  plant  has  been  fairly  well 
ascertained  by  cooperative  experiments  conducted  by  the  Division 
of  Agricultural  Engineering  in  tanks,  on  plots,  and  under  field  con- 
ditions. The  results  indicate  that  a  large  quantity  is  required  per 
unit  of  dry  fodder  grown.  Estimating  the  consumption  of  water  by 
transpiration  and  soil  evaporation  from  alfalfa  grown  in  tanks  under 
cHmatic  conditions  somewhat  similar  to  those  of  the  lower  and 
warmer  portions  of  the  Southwest,  about  3  acre-feet  per  acre  would 
be  required  to  produce  a  seasonal  yield  of  5  tons  of  hay.  If  to  this 
consumption  is  added  25  per  cent  for  unavoidable  losses  of  water, 
the  total  is  3.75  acre-feet  per  acre.  The  average  yield  of  276  tests  of 
alfalfa  grown  in  plots  at  the  New  Mexico  Agricultural  Experiment 
Station  was  5.55  tons  with  the  use  of  4.2  acre-feet  of  water  per  acre, 
including  rainfall.  Under  field  conditions  in  Arizona  the  average  of 
49  fields  tested  gave  4.36  acre-feet  per  acre  and  a  yield  of  5.2  tons. 
These  results  and  other  available  data  indicate  that  a  heavy  seasonal 
yield  of  alfalfa  requires  about  4.25  acre-feet  of  water  per  acre  through- 
out the  lower  and  warmer  portions  of  the  Southwest.  At  higher 
elevations,  having  shorter  growing  periods  and  fewer  crops,  the  water 
requirement  is  proportionately  less. 

RHODES  GRASS 

The  water  requirement  of  this  crop  can  be  estimated  with  some 
degree  of  accuracy  from  the  results  of  cooperative  experiments 
directed  by  the  Division  of  Agricultural  Engineering  near  Mercedes, 
Tex.,  from  1917  to  1920,  inclusive.  Six  plots  were  seeded  to  Khodes 
grass  in  March,  1917,  the  soil  type  being  Brennan  fine  sandy  loam. 
During  the  first  season  the  plants  were  allowed  to  develop  without 
any  tests  being  applied,  and  the  plots  were  pastured  during  the 
fourth  season,  thus  precluding  yields  in  those  years,  but  the  rela- 
tionship between  the  yield  of  each  plot  for  each  cutting  and  the 
quantity  of  water  applied  was  accurately  determined  for  the  other 
two  years. 

In  Table  3  the  average  quantity  of  water  applied  to  the  six  plots 
for  each  cutting  is  given,  as  well  as  the  rainfall  and  yields. 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS      27 

Table  3. — Quantity  of  water  applied  to  plots  planted  to  Rhodes  grass  near  Mercedes, 
Tex.,  and  yield  in  1918  and  1919 


SEASON  OF  1918 

Cutting 
No. 

Period  of  growth 

Days  to 
maturity 

Quantity  of  water  applied 

Yield 
per  acre 

1 

Total 

1 

Mar.  7  to  May  8—. 

Number 
63 
50 
42 
40 
59 

Acre-feet 

0.38 

.54 

.78 
.98 
.39 

Acre-feet 
0.59 
.24 
.03 
.02 
.30 

Acre-feet 
0.97 

.78 

.81 

1.00 

.69 

Tons 
1  25 

2 

May  8  to  June  26.. 

1.09 

3 

June  26  to  Aug.  6     _      . 

84 

4 

Aug.  6  to  Sept.  14 

1  23 

5 

Sept.  14  to  Nov.  11 

78 

Total 

3.07 

1.18 

4.25 

5.19 

SEASON  OF  1919 

, 

Mar.  5  to  May  16 

73 
41 
42 
49 
46 

0.24 
.40 
.00 
.74 
.00 

0.43 
.32 

.55 
.58 
.22 

0.67 
.72 
.55 

1.32 
.22 

1  21 

2 

May  16  to  June  25 

.52 

3 

June  25  to  Aug.  5 

1.02 

4 

Aug.  5  to  Sept.  22 

1.03 

6 

Sept.  22  to  Nov.  6 

1.26 

Total 

1.38 

2.10 

3.48 

5.04 

If  a  determination  of  the  water  requirement  of  this  plant  from  12 
individual  plot  experiments  is  justifiable,  at  least  3.5  acre-feet  per 
acre,  including  rainfall,  seems  to  be  needed  for  a  seasonal  yield  of 
5  tons  of  air-dried  hay  harvested  in  five  cuttings. 


CORN 


In  the  Southwest  the  growing  of  corn  is  confined  mainly  to  Texas 
and  New  Mexico.  In  that  part  of  Texas  considered  in  this  bulletin, 
in  1924  there  were  900,493  acres  of  corn;  in  New  Mexico  the  total 
was  215,811  acres;  and  in  Arizona  there  were  only  31,000  acres. 

The  results  of  plot  experiments  by  the  Division  of  Agricultural 
Engineering,  the  New  Mexico  Agricultural  Experiment  Station,  and 
the  Board  of  Water  Engineers  of  Texas  indicate  generally  the  quantity 
of  water  required  for  a  satisfactory  yield  of  corn.  In  1915,  in  the 
Mesilla  Valley,  N.  Mex.,  12  plots  planted  to  corn  produced  an  average 
of  40  bushels  per  acre  with  the  use  of  1.85  acre-feet  per  acre  of  irriga- 
tion water  and  0.22  acre-foot  of  rainfall,  a  total  of  2.07  acre-feet.  In 
another  Mesilla  Valley  experiment  the  same  average  yield  was 
obtained  with  the  use  of  1.95  acre-feet  per  acre,  including  rainiall. 
Corn  was  grown  in  plots  near  Mercedes,  Tex.,  for  the  five  years  from 
1915  to  1919,  inclusive.  During  this  period  the  effective  rainfall 
varied  from  0.41  to  0.94  acre-foot  and  the  quantity  of  irrigation 
water  from  0.20  to  1.53  acre-feet.  Of  24  plot  experiments  in  this 
5-year  period,  those  which  received  less  than  1.5  acre-feet  per  acre^ 
including  rainfall,  produced  an  average  of  54.6  bushels  per  acre,  and 
those  which  received  1.5  to  1.96  acre-feet  per  acre  produced  62.5 
bushels  per  acre.  On  the  basis  of  the  tests  reviewed  the  water 
requirement  of  corn  in  the  Southwest  may  be  adjudged  to  be  about 
1.75  acre-feet  per  acre,  including  rainfall. 


28      TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 
s  VEGETABLES 

Under  this  heading  are  included  such  crops  as  cabbage,  lettuce, 
cauliflower,  table  beets,  tomatoes,  snap  beans,  cantaloupes,  and 
spinach.  Throughout  the  Southwest  many  of  these  crops  are  grown 
under  irrigation  for  home  consumption  or  canning,  but  those  grown 
commercially  on  a  large  scale  are  confined  in  the  main  to  the  Imperial 
Valley  and  the  lower  Rio  Grande  Valley.  In  1924  (23)  cantaloupes 
and  muskmelons  were  grown  for  sale  on  20,241  acres  and  lettuce  on 
16,634  acres  in  Imperial  County,  Calif.  In  the  same  year  the  acreage 
in  Cameron  and  Hidalgo  Counties,  Tex.,  in  cabbages  and  tomatoes 
was  9,697  acres  and  2,295  acres,  respectively. 

In  September,  October,  and  November  of  1914,  1916,  1918,  and 
1919  measurements  were  made  of  the  water  applied  to  cabbage 
grown  in  plots  near  Mercedes,  Tex.  Unpublished  results  of  these 
experiments  show  that  the  average  quantity,  including  rainfall 
applied  during  the  period  of  growth,  was  1.20  acre-feet  per  acre,  and 
the  average  yield  was  7.28  tons  per  acre.  More  than  1.25  acre-feet 
per  acre  did  not  increase  the  yield;  hence  it  was  concluded  that  this 
quantity  was  sufficient  for  southwestern  Texas.  In  Mesilla  Valley 
slightly  more  than  an  average  crop  of  10  tons  per  acre  was  raised 
from  plots  which  received  2.31  acre-feet  per  acre. 

LETTUCE 

The  average  quantity  of  water  used  on  49  plots  of  lettuce  near 
Mercedes,  Tex.,  was  1.03  acre-feet  per  acre,  and  the  average  yield 
was  5.97  tons.  The  plots  which  received  from  1  to  1.5  acre-feet  per 
acre  did  not  show  any  substantial  gain  in  yield;  hence  it  appears  that 
for  this  crop  and  locality  1  acre-foot  per  acre  is  an  adequate  water 
requirement. 

CAULIFLOWER 

In  the  same  locality  an  average  of  1.6  acre-feet  was  applied  to  six 
plots  of  cauliflower,  which  produced  an  average  yield  of  6.65  tons 
per  acre.  The  three  plots  which  received  an  average  of  1.43  acre- 
feet  yielded  more  heavily  than  the  three  which  received  1.77  acre-feet, 
and  it  was  concluded  that  1 .4  acre-feet  per  acre  was  a  near  approach 
to  the  water  requirement  of  this  crop  in  that  locality. 

TOMATOES 

The  water  requirement  of  tomatoes  grown  on  both  sandy  and  clay 
soil,  as  determined  on  15  plots  in  the  lower  Rio  Grande  Valley 
of  Texas,  was  found  to  be  about  1.75  acre-feet  per  acre,  that  of  table 
beets  about  1 .4  acre-feet  per  acre,  and  that  of  snap  beans  and  spinach 
about  1.2  acre-feet  per  acre. 

SUMMARY  OF  WATER  REQUIREMENTS  OF  LEADING  CROPS 

The  results  of  the  water-requirement  investigations  of  the  leading 
crops  grown  in  the  Southwest  show  that  variation  in  climate,  soils, 
and  other  conditions  produce  variations  in  the  quantity  of  water 
required  for  profitable  yields.  Accordingly,  in  Table  4,  which  sumrna- 
rizes  results  of  plot  and  field  experiments  as  given  in  the  appendix, 
the  water  requirement  is  expressed  in  two  ways — (1)   the  lowest 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS      29 

general  average,  and  (2)  the  highest  general  average — so  as  to  conform 
more  closely  to  changes  due  to  natural  causes. 

Table  4. — Water  requirement  of  crops  in  the  Southwest,  including  irrigation  and 

rainfall 


Crop 


Alfalfa 

Barley 

Beets  (table) 
Beets  (sugar) 
Broomcorn... 

Cabbage 

Cauliflower.. 

Carrots 

Corn - 

Cotton 

Emmer 

Flax 

Feterlta 

Kafir 

Lettuce 

Milo 


Water  requirement 

Tests 

per  acre 

Lowest 

Highest 

general 

general 

average 

average 

Number 

Acre-feet 

Acre-feet 

369 

3.47 

5.08 

3 

1.24 

1.83 

28 

.87 

1.37 

5 

1.77 

2.72 

9 

.97 

1.15 

21 

.94 

L49 

6 

1.43 

1.77 

6 

1.27 

L60 

42 

1.44 

1.99 

103 

2.35 

3.51 

6 

1.19 

1.87 

3 

L23 

1.59 

8 

.97 

LIO 

16 

1.32 

1.54 

49 

.72 

1.35 

35 

.96 

L67 

Crop 


Millet , 

Oats 

Onions 

Peas 

Potatoes 

Rhodes  grass.. 
Snap  beans... 

Spinach. 

Sorghum 

Soybeans 

Sudan  grass... 

Sugarcane 

Sweetpotatoes 

Tomatoes 

Wheat 


Tests 


Number 

5 

2 

4 

8 

12 

12 

9 

12 

34 

36 

25 

41 

3 

17 

46 


Water  requirement 
per  acre 


Lowest 
general 
average 


Acre-feet 
0.91 
1.90 

.73 
1.21 
1.59 
3.49 

.83 

.80 
1.69 
1.66 
2.88 
3.48 
1.77 

.95 
1.46 


Highest 
general 


Acre-feet' 
1.09" 
2.09 
1.52 
1.56 
2.04 
4.4a 
1.44 
1.07 
2.08 
2.81 
3.16 
4.56 
2.25 
1.42: 
2.24. 


CONDITIONS  INFLUENCING  THE  QUANTITY  OF  WATER  REQUIRED' 

FOR  IRRIGATION 

In  determining  the  quantity  of  water  required  for  a  project  or  farm 
of  know^n  area,  consideration  should  be  given  to  each  of  a  number  of 
influential  factors.  These  may  be  grouped  under  (1)  physical  con- 
ditions; (2)  character  of  equipment,  structures,  and  methods  neces- 
sary for  handling  water;  (3)  conditions  relating  to  farm  management; 
and  (4)  economic  phases.  Legal  and  administrative  conditions  con- 
stitute a  fifth  group,  but  these  will  be  treated  under  a  separate 
heading. 

PHYSICAL  CONDITIONS 

These  include  climate,  water  supply,  soils,  and  topography.  Com- 
pared with  other  large  divisions  of  the  West,  the  average  irrigation 
requirement  of  the  Southwest  is  higher  by  reason  of  the  greater 
aridity  of  its  climate.  On  much  of  the  arable  land  susceptible  of 
irrigation  the  annual  rainfall  is  very  light — almost  negligible  in  some 
localities — the  summer  temperature  is  high,  the  intense  rays  of  the 
sun  are  rarely  obscured,  and  evaporation  from  soils  and  water  sur- 
faces, as  well  as  the  transpiration  from  plants,  is  excessive. 

The  light  rainfall,  together  with  heavy  evaporation,  results  in  a 
small  stream  flow.  Both  surface  and  underground  water  supplies  are 
likewise  affected  by  the  manner  in  which  the  rain  falls.  As  a  rule 
the  rainstorms  are  erratic  and  often  torrential  in  character,  resulting 
in  quick  run-off,  so  that  the  inflow  into  underground  basins  is  small, 
and  flood  storage  in  reservoirs  is  necessary. 

On  the  other  hand,  the  character  of  the  soils  and  topography  of  the 
arable  lands  of  the  Southwest  are  such  as  to  call  for  a  small  rather 
than  a  large  quantity  of  irrigation  water.  In  some  cases  rivers  have 
transported  through  long  ages  enormous  quantities  of  sediment  which 
have  formed  alluvial  deltas  Hke  those  of  the  lower  basins  of  the  Colo- 


30       TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 

rado  River  and  the  Rio  Grande.  In  other  cases  deep  depressions  have 
been  filled  by  water-borne  material  eroded  from  higher  portions  of 
the  drainage  area,  making  valleys  similar  to  that  of  Salt  River  in 
Arizona.  In  both  cases  the  surface,  although  characterized  by  gently 
undulating  slopes,  is  level  enough  so  that  it  is  not  difficult  to  convey 
and  distribute  water,  and  the  soil  generally  contains  enough  fine  silt 
and  clay  to  prevent  excessive  losses  from  deep  percolation. 

CHARACTER  OF  EQUIPMENT,  ETC. 

This  group  of  factors  includes  the  main  water-supply  ditch,  pipe,  or 
other  conduit  for  the  farm,  the  division  of  the  farm  into  fields  suitable 
for  irrigation  and  cropping,  all  permanent  farm  ditches,  the  prepara- 
tion of  the  surface  of  each  field  to  receive  water,  and  the  method  best 
adapted  to  the  application  of  water.  With  few  exceptions  the  water 
channels  of  the  irrigated  farms  of  the  Southwest  are  made  of  earth. 
Up  to  the  present,  economic  conditions  have  not  warranted  the  use  of 
pipes  or  other  water-tight  conduits.  More  or  less  water  is  absorbed 
by  earthen  ditches,  but  the  loss  of  water  in  this  manner  is  governed 
largely  by  the  character  of  the  soil,  which  is  on  the  whole  fairly 
impervious.  At  first  wooden  structures  were  in  common  use  on  the 
farms,  but  experience  showed  that  the  climatic  conditions  were  un- 
favorable for  the  preservation  of  wood,  and  concrete  is  now  generally 
used  instead. 

The  chief  defect  in  the  farm  systems  of  irrigation  has  been  incom- 
plete and  improper  planning.  Settlers  without  experience,  technical 
advice,  or  assistance  located  and  built  supply  ditches,  subdivided  their 
holdings,  and  prepared  a  few  fields  for  irrigation.  Such  work  is  more 
likely  to  be  wrong  than  right,  and  when  wrong  it  is  difficult  to  make 
it  right.  Few  settlers  have  the  time  or  means  to  prepare  their  entire 
farms  for  irrigation  during  the  first  year,  but  if  started  in  accordance 
with  a  comprehensive  plan  the  work  can  be  spread  over  several  years, 
with  the  assurance  that  when  completed  it  will  serve  the  purpose  for 
which  it  was  designed. 

CONDITIONS  RELATING  TO  FARM  MANAGEMENT 

The  most  profitable  crops  to  grow,  the  maintenance  of  soil  fertility, 
and  the  rotation  and  diversification  of  crops  are  included  in  this  group. 
Elsewhere  in  this  bulletin  the  variation  in  the  water  requirement  of 
crops.is  discussed,  but  little  is  said  of  the  saving  in  water  by  diversifica- 
tion and  soil  fertility.  Few  practices  in  irrigation  farming  are  so  well 
established  by  experience  as  that  of  changing  crops  periodically, 
particularly,  from  leguminous  to  other  kinds,  and  vice  versa.  Theo- 
retically, such  a  change  can  not  be  made  in  most  orchards  on  account  of 
their  long  life,  but  it  is  both  practical  and  economical  to  grow  cover 
crops  between  the  rows  of  trees,  thus  serving  the  same  purpose.  No 
matter  how  fertile  virgin  soil  may  be,  experience  has  shown  that  it 
needs  to  be  replenished  with  decayed  vegetable  matter.  The  decayed 
roots  and  foliage  of  such  legumes  as  alfalfa,  beans,  and  peas  improve 
the  texture  of  soils,  increase  the  yields,  and  reduce  the  water  require- 
ment. 

ECONOMIC  PHASES 

While  economic  considerations  enter  into  the  second  and  third 
groups,  such  subjects  as  cost  of  water,  manner  of  payment,  and  per- 
missible waste  are  considered  of  essentially  economic  importance. 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS      31 

As  irrigation  development  progresses  the  cost  of  water  increases,  and 
under  some  proposed  projects  a  stage  is  being  reached  at  which  the 
cost  of  water  is  too  high  to  permit  profits.  On  other  projects  the 
cost  is  so  high  as  to  warrant  extreme  measures  to  lessen  its  waste. 
In  general,  arable  land  is  cheap  and  readily  available,  but  water  is  not 
plentiful.  Therefore  if  a  seasonal  water  requirement  of  2)^  acre-feet 
per  acre  will  suffice  instead  of  3}^  acre-feet,  40  per  cent  more  land  can 
be  served  and  the  unit  cost  of  water  similarly  reduced. 

When  a  farmer  pays  for  water  on  an  acreage  basis  he  has  little  in- 
ducement to  economize  in  its  use.  His  water-right  contract  may  call 
for  enough  to  irrigate  a  given  number  of  acres,  and  if  he  uses  less, 
those  who  own  the  canal  system  receive  the  benefits.  On  the  other 
hand,  if  he  buys  water  by  the  acre-foot  or  other  unit,  any  saving  he 
can  effect  during  the  season  reduces  his  water  bill  proportionately. 

Were  it  possible  for  all  the  water  delivered  to  a  farm  to  be  absorbed 
by  the  roots  of  crops  and  transpired  by  their  foliage,  an  efficiency  of 
100  per  cent  would  be  reached,  but  this  is  unattainable.  With  the 
best  equipment  for  distributing  water  and  its  most  skillful  use  in 
moistening  the  soil,  it  is  seldom  practicable  to  utilize  more  than  80 
per  cent,  and  with  poor  equipment  and  less  skillful  handling  the 
efficiency  may  drop  to  30  per  cent.  This  loss  has  been  termed 
^^permissible  waste,''  and  its  relative  quantity  depends  on  economic 
considerations.  If  the  service  which  water  can  perform  in  producing 
a  larger  quantity  and  a  better  quality  of  crops  will  justify  more  careful 
land  preparation  and  more  efficient  equipment  in  order  to  utilize  a 
larger  part  of  the  available  water  supply,  such  a  course  should  be 
followed;  but  if,  as  is  sometimes  the  case,  the  returns  from  farming 
are  too  small  to  warrant  such  expenditures  the  farmer  must  get  along 
as  best  he  can  with  cheaper  methods  and  equipment  and  suffer  the 
losses  which  these  entail. 

DUTY    OF    WATER    AS    AFFECTED    BY    STATE,    COMMUNITY,    AND 
CORPORATE  REGULATIONS  3 

Five  of  the  States  discussed  in  this  bulletin  are  also  included  in 
part  in  the  Great  Basin  and  Missouri  and  Arkansas  Kiver  basins. 
The  present  discussion  of  effect  of  State,  community,  and  corporate 
regulations  will  therefore  be  limited  to  conditions  in  Arizona,  New 
Mexico,  and  Texas;  the  reader  is  referred  to  the  two  preceding 
bulletins  (5,  9)  of  this  series  for  similar  discussions  relating  to  the 
other  States,  including  Oklahoma,  which  for  this  purpose  may  be 
classed  with  the  Missouri  and  Arkansas  River  Basin  States. 

STATUTES  AND  COURT  DECISIONS 

Arizona,  New  Mexico,  and  Texas  were  settled  by  the  Spaniards 
and  for  some  250  years  were  subject  to  Spanish  and  Mexican  law. 
So  far  as  they  concerned  irrigation  institutions,  these  Old  World 
laws  prior  to  the  independence  of  Mexico  were  of  a  decidedly  miscel- 
laneous character;  local  customs,  therefore,  became  strong  and  fre- 
quently had  all  the  force  of  written  law  in  both  Spain  and  the  New 
World.  The  earliest  legislation  of  Territorial  New  Mexico  and 
Arizona  indicated  a  clear  intention  to  continue  existing  Mexican 
irrigation  laws  and  customs  in  force,  and  the  intent  of  an  early 

» The  material  in  this  section  was  prepared  by  Wells  A.  Hutchins,  irrigation  economist,  Division  of 
Agricultural  Engineering. 


32      TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 

Texas  irrigation  statute  was  similarly  construed  by  the  supreme 
court  of  that  State."*  The  laws  and  customs  in  question,  aside  from 
those  rights  covered  by  the  civil  law,  dealt  mainly  with  construction, 
operation,  and  ownership  of  acequias,  grants  of  land  and  water  rights, 
and  rights  of  impresarios  and  colonists  to  water  for  irrigation;  and, 
while  they  contained  some  broad  provisions  regarding  the  use  of 
water  and  gave  the  viceroys  and  courts  authority  to  make  further 
provision  for  it,  there  was  apparently  no  serious  attempt  on  the 
part  of  the  Spanish  officials  to  reduce  such  use  to  an  economical 
basis.  Varying  local  customs  had  most  influence  in  determining 
this  use. 

Within  the  present  century,  however,  all  three  States  have  adopted 
modern  irrigation  codes  and  have  set  up  machinery  for  their  admin- 
istration. Applications  to  appropriate  water  must  be  made  to  the 
State.  Beneficial  use  is  declared  to  be  the  basis  of  acquirement  of  a 
right  to  use  water  for  irrigation,  and  for  this  purpose,  according 
to  the  Texas  statute — 

beneficial  use  shall  be  held  to  mean  the  use  of  such  a  quantity  of  water,  when 
reasonable  intelligence  and  reasonable  diligence  are  exercised  in  its  application 
for  a  lawful  purpose,  as  is  economically  necessary  for  that  purpose. 

Determination  of  what  is  beneficial  use  in  any  instance  necessarily 
depends  upon  the  facts  in  that  case.  Appropriation  rights  may  be 
declared  forfeited  for  nonuse.  State  water  divisions  are  provided  for. 
Hydrographic  surveys  are  authorized.  Arizona  and  New  Mexico 
provide  for  determinations  of  existing  priorities  and  regulation 
under  State  authority  of  the  distribution  of  water  to  various  ditches. 
These  measures  are  all  aimed  at  the  orderly  appropriation  and 
diversion  of  water,  elimination  of  unnecessary  waste,  and  substitution 
of  some  measure  of  economy  of  use  for  the  older  practices  of  applying 
water  without  regard  to  the  needs  of  other  users;  and  they  are  chiefly 
valuable  to  the  extent  that  they  bring  about  a  real  coordination  of 
water  uses  into  which  the  point  of  view  of  the  State  has  been  injected. 

RIPARIAN  RIGHTS 

The  Territorial  Legislature  of  Arizona  specifically  abrogated  the 
common-law  doctrine  of  riparian  rights,  and  in  so  doing  was  upheld 
by  the  courts.^  The  ensuing  State  constitution  contained  a  similar 
provision.  In  New  Mexico  the  courts  have  rejected  the  riparian 
doctrine  and  accepted  the  statutory  rule  of  prior  appropriation.^  A 
recent  Texas  decision,  reviewing  the  whole  subject  of  water  law  in 
that  State,  affirms  the  validity  of  riparian  rights,  at  least  in  connec- 
tion with  lands  granted  prior  to  the  appropriation  act  of  1889,  but 
definitely  restricts  riparian  waters  to  "the  ordinary  flow  and  imder- 
flow  of  the  stream."  ^ 

COMMUNITY  REGULATIONS  AND  CONTRACTS 

Until  the  present  century  local  usages  and  regulations  have  had 
more  to  do  with  determining  water  requirements  than  have  any 
state-wide  measures,  and  they  still  exert  a  marked  influence.     Usage 

*  ToUe  p.  Correth,  31  Tex.  362,  98  Am.  Dec.  540. 

«  Austin  et  al.  v.  Chandler  et  al..  4  Ariz.  346,  42  P.  483.    See  also  Clough  v.  Wing,  2  Ariz.  371,  17  P.  453. 

« In  Hagerman  Irrigation  Co.  v.  McMiirry,  16  N.  M.  172,  113  P.  823,  the  court  stated:  "The  doctrine  of 
prior  appropriation  with  application  to  beneficial  use  has  definitelj^  and  wholly  superseded  the  common- 
la  /  doctrine  of  riparian  rights  in  many  of  the  jurisdictions  in  which  irrigation  is  necessary  to  the  growth  of 
crops,  and  among  them  is  New  Mexico." 

7  Motl  et  al.  V.  Boyd  et  al.,—  Tex.  — ,  236  S.  W.  458,  decided  June  26, 1926. 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS      33 

on  any  one  of  the  several  hundred  community  acequias  or  ditches  in 
New  Mexico  conformed  mainly  to  the  available  water  supply,  method 
of  delivering  water  to  individuals,  and  ability  and  disposition  of  the 
major-domo,  or  superintendent,  to  enforce  the  regulations  impartially; 
the  water  rights  of  some  acequias  having  been  derived  from  Spanish 
or  Mexican  sources  and  those  of  others  acquired  under  United  States 
laws.  The  actual  quantity  of  water  delivered  to  an  individual  de- 
pends upon  the  number  of  so-called  rights  he  holds,  which  may  be 
based  upon  his  irrigable  acreage,  or  upon  his  ditch  frontage,  or  upon 
the  amount  of  labor  he  chooses  to  subscribe  to  the  ditch  maintenance 
in  any  one  season.  Such  a  right  usually  represents  a  proportional 
part  of  the  total  available  water  supply,  rather  than  a  fixed  quantity 
of  water  or  rate  of  flow.  The  New  Mexico  Code  provides  that  com- 
munity customs  and  regulations  having  for  their  object  the  econom- 
ical use  of  w^ater,  and  not  detrimental  to  the  public  welfare,  shall 
govern  the  distribution  of  water  from  the  ditches  to  which  they 
apply,  but  that  the  authority  of  the  State  engineer  is  not  thereby  to 
be  impaired. 

Contracts  between  the  Federal  Government  and  water  users  on 
reclamation  projects  have  unquestionably  influenced  the  quantity  of 
water  used  on  those  projects,  for  they  have  involved  a  minimum 
charge  for  a  given  quantity  of  water  used  per  acre  and  an  additional 
charge  for  additional  water.  Salt  River  Valley  Water  Users\  Asso- 
ciation, which  operates  the  Salt  River  project,  levies  a  minimum 
annual  charge  against  each  acre  of  land  to  which  association  stock  is 
appurtenant,  which  entitles  that  acre  to  2  acre-feet  of  water,  and 
makes  a  further  charge,  which  may  be  graduated  if  the  board  of 
governors  see  fit,  for  each  additional  acre-foot.  As  the  Salt  River 
and  Yuma  projects  together  included  more  than  half  the  irrigated 
area  of  Arizona  reported  in  the  census  of  1920  (22),  the  effect  of  these 
contracts  is  obviously  important  in  connection  with  water  require- 
ments in  that  State. 

Commercial  enterprises  are  not  relatively  important  in  Arizona 
and  New  Mexico,  but  were  reported  in  the  census  of  1920  {22)  as 
supplying  water  to  45  per  cent  of  the  land  irrigated  in  Texas,  some 
of  this  area,  however,  having  since  gone  into  districts.  Where  water 
is  delivered  by  these  companies  on  a  flat  acreage  basis  there  is  little 
incentive  to  economical  irrigation.  Where  a  minimum  rate  per  acre 
is  made,  with  an  additional  charge  for  each  watering,  there  is  some 
inducement  to  irrigate  carefully,  and  where  the  rate  is  based  upon 
the  quantity  delivered  the  water  user  is  led  more  forcibly  to  consider 
his  actual  requirements  before  ordering  water.  This  last  type  of 
contract  is  therefore  most  desirable  from  a  broad  public  point  of 
view. 

Water  improvement  districts  (irrigation  districts)  in  Texas  have  an 
opportunity  to  influence  the  use  of  water  for  different  crops  under 
the  statutory  requirement  that  one-third  to  two-thirds  of  the  annual 
maintenance  and  operation  funds  be  paid  in  advance  by  applicants 
X)r  water,  in  which  event  the  board  of  directors  may  take  into  con- 
secration the  acreage  to  be  planted  by  each  applicant  for  water,  the 
cr^D  to  be  grown  by  him,  and  the  amount  of  water  per  acre  to  be 
use!  by  him,  provided,  however,  that  each  water  user  shall  pay  the 
sam^price  per  acre  for  use  of  water  upon  the  same  class  of  crops. 

^06469—30 5 

\ 

\ 


34      TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 

ARID  LANP  RECLAMATION  AND  MONTHLY  AND  SEASONAL  IRRIGA- 
TION REQUIREMENTS 

Most  of  the  summer  flow  of  the  streams  of  the  Southwest  is  utilized, 
and  the  extension  of  the  irrigated  area  will  depend  largely  on  the 
storage  of  the  flood  flow  and  other  unused  waters.  A  substantial 
beginning  has  been  made  in  this  direction.  In  1920  the  Federal 
census  (22)  reported  800  reservoirs  having  a  combined  capacity  of 
5,000,000  acre-feet.  Since  then  other  reservoirs  have  been  built 
or  started.  Building  high  dams  to  impound  water  not  only  provides 
a  water  supply  for  agricultural  purposes  but  also  creates  facilities 
for  the  generation  of  hydroelectric  power.  A  part  of  this  energy 
can  be  used  to  operate  pumps  to  raise  water  from  underground  and 
other  sources  and  to  drain  water-logged  lands.  Taking  advantage 
of  the  cheap  electric  energy  developed  at  the  Koosevelt  Dam  and 
accessory  storage  and  power  plants  below  the  dam,  the  farmers  of 
Salt  River  Valley  use  part  of  it  to  operate  deep-well  pumps  for  the 
dual  purpose  of  lowering  the  ground-water  level  and  providing  water 
to  supplement  the  gravity  flow  from  the  reservoirs.  From  1921  to 
1926  the  average  quantity  of  water  pumped  from  wells  was  about 
200,000  (15)  acre-feet  per  annum. 

It  is  likewise  true  that  some  of  the  advantages  gained  by  impound- 
ing water  and  developing  power  at  favorable  sites  is  offset  by  the 
deposition  of  silt  wherever  the  waters  of  silt-laden  streams  are  stored. 
All  southwestern  streams  carry  more  or  less  silt,  which  in  time 
impairs,  if  it  does  not  destroy,  the  usefulness  of  storage  reservoirs. 
In  Roosevelt  Reservoir  the  average  rate  of  sedimentation  for  the 
20  years  dating  from  the  time  the  dam  was  begun  was  5,050  acre- 
feet  per  annum  (10).  In  the  Elephant  Butte  Reservoir  of  New 
Mexico  the  average  rate  of  sedimentation  from  November,  1916,  to 
August,  1925,  was  20,470  acre-feet  per  annum  (13). 

The  agricultural  resources  of  the  Southwest  can  not  be  utilized  to 
much  more  than  one-third  their  potential  extent  without  water,  and, 
compared  with  the  vastness  of  the  territory,  water  is  extremely 
scarce.     The  bulk  of  it  is  derived  from  two  streams,  the  Colorado  and 
the  Rio  Grande.     The  storage  of  flood  waters  on  these  and  smaller 
streams  will  not  suffice  for  all  irrigable  lands  likely  to  be  reclaimed. 
Measures  will  have  to  be  taken  to  collect  and  utilize  the  w^aste  water 
from  irrigation.     Such  waters  may  be  grouped  under   (1)   seepage, 
(2)  return  flow,  and   (3)  underground  recovery.     The  meanings  of 
these  will  be  understood  from  what  follows.     The  inefficiency  arising 
from  the  use  of  water  in  irrigation  is  readily  accounted  for.     In  this 
practice  the  discharge  of  streams,  instead  of  being  permitted  to  flow 
to  the  sea  in  natural  channels,  is  diverted  and  distributed  over  wide 
areas  by  artificial  means.     The  artificial  channels  are  seldom  efficient 
carriers  of  water,  but  permit  one-fifth  to  one-half  the  intake  volume 
to  be  absorbed  by  the  porous  materials  of  which  they  are  composed. 
The  water  remaining  in  the  channel  at  the  end  of  its  run  is  dis- 
tributed to  farms,  where  a  second  loss  is  sustained  in  efforts  to  moisten 
dry  soil.     In  most  cases  the  revenue  derived  from  farming  does  no^ 
w^arrant  the  installation  of  water-tight  conduits,  and  in  spreadirg 
water  over  fields  some  loss  is  unavoidable.     Hence  the  authors  hrv^e 
made  use  of  the  term  ''permissible  waste"  (9)  in  reference  to  convey- 
ance and  use,  which,  combined,  have  been  found  over  large  are<^s  to 
average  50  per  cent  of  the  quantity  of  water  diverted.     Res'^ts  of 
recent  determinations  on  22  Federal  projects  showed  that  t^^  per- 


IREIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS      35 

cent  age  of  intake  water  delivered  to  farms  varied  from  29  to  77  per 
cent  and  averaged  50  per  cent.  The  water  absorbed  by  earthen 
channels  and  the  deep  percolation  losses  from  irrigated  fields  is  acted 
upon  by  gravity,  causing  it  to  move  through  soils  and  subsoils  to 
lower  levels.     This  is  usually  termed  ''seepage  water." 

''Return  flow"  is  a  term  applied  to  diverted  water  which  finds  its 
way  back  to  a  stream,  and  is  used  with  reference  to  an  entire  stream 
system  or  to  one  or  more  of  its  natural  subdivisions.  The  sources 
of  the  return  flow  may  be  identical  in  part  with  those  of  seepage 
waters,  but  the  former  comprise  larger  land  areas.  During  periods 
of  high  water  and  abundant  supply  it  is  common  practice  to  apply 
large  quantities  to  cropped  land.  A  part  of  the  water  so  applied  finds 
its  way  sooner  or  later  to  the  channel  from  which  it  was  derived,  but 
at  a  lower  elevation.  If  feasible,  this  return  flow  is  reused  on  lower 
lands.  The  presence  of  more  or  less  return  flow  in  western  streams 
has  given  rise  to  an  expression,  the  "consumptive  use"  of  water, 
which  means  in  its  most  restricted  sense  the  difference  between  the 
inflow  and  outflow  of  a  return-flow  area.  Stated  difterently,  the 
surface  water  supply  of  the  upper  portion  of  a  stream  basin  or  other 
natural  subdivision  may  be  wholly  diverted  and  used  for  agricultural 
purposes  and  at  the  same  time  not  represent  the  potentialities  of  this 
portion  of  the  stream  for  irrigation,  since  from  20  to  40  per  cent  of  the 
diverted  water  may  return  to  the  channel  and  be  available  for  reuse. 
Accordingly,  consumptive  use  represents  the  unrecoverable  portion  of 
a  water  supply  irrespective  of  whether  it  is  transpired  by  plants, 
evaporated  from  water  and  soil  surfaces,  or  permanently  retained  in 
the  materials  beneath  the  surface. 

Underground  recovery  as  a  source  of  irrigation  water  is  quite 
general  in  its  application  and  may  include  seepage  and  return  flow 
as  well  as  the  residue  of  precipitation,  or  what  remains  of  the  natural 
supply  after  surface  run-off,  evaporation  from  ground  surfaces,  and 
transpiration  from  vegetation  are  deducted.  Water  is  recovered  from 
underground  basins  by  (1)  drainage  conduits,  (2)  pumping  from  wells, 
and  (3)  combinations  of  gravity  conduits  and  pumping  equipment. 
An  example  of  the  first  on  a  large  scale  is  found  in  the  Mesilla  Valley, 
N.  Mex.  Here  the  waste  water  from  a  large  extent  of  irrigated  land, 
augmented  by  rainfall  and  return  flow,  was  allowed  to  accumulate 
for  years  until  a  high  ground-water  table  damaged  crops  and  menaced 
the  productivity  of  the  greater  part  of  the  valley. 

To  remedy  this  situation,  deep  drainage  ditches  were  installed, 
which  have  proved  effective  in  lowering  the  ground-water  table  and 
restoring  the  fertility  of  the  soil.  In  Texas  imderground  recovery 
has  likewise  resulted  in  regaining  a  large  quantity  of  water  and 
rendering  it  available  for  use.  From  1923  to  1927  the  average 
quantity  of  water  recovered  from  66,700  acres  of  valley  lands  and 
returned  by  gravity  drains  to  the  Rio  Grande  was  189,000  acre-feet 
per  annum.  Reference  has  been  made  elsewhere  to  the  successfully 
operated  pumping  plants  in  the  Salt  River  Valley,  Ariz.,  which  make 
satisfactory  use  of  waste  waters  from  irrigation.  In  parts  of  western 
Texas  and  New  Mexico  numerous  pumping  plants  are  operated  to 
recover  underground  waters  for  irrigation. 

In  line  with  what  has  been  stated,  it  is  evident  that  the  apportion- 
ment of  water  to  the  arid  and  semiarid  lands  of  the  Southwest  should 
be  made  with  the  greatest  care  and  the  strictest  economy.  From  a 
farmer's  point  of  view,  nature  has  not  apportioned  to  this  region  those 


36      TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 


essential  elements  of  agriculture — fertile  soil  and  water — in  the  right 
proportion.  There  is  an  excess  of  the  former  and  a  marked  deficiency 
in  the  latter.  The  only  remedy  for  this  basic  defect  is  to  make  the 
best  possible  use  of  the  available  water  supply.  The  remedy,  how- 
ever, must  not  be  carried  too  far  or  it  will  result  in  diminished  yields 
and  profits  to  the  farmer.  On  the  contrary,  if  a  lavish  use  of  water  is 
permitted  it  will  greatly  curtail  the  extent  of  land  which  can  be  irri- 
gated. The  adoption  of  some  safe  and  sane  middle  course  is  desirable, 
and  in  order  to  keep  development  in  this  course  the  needs  for  water 
of  the  various  natural  subdivisions  of  the  Southwest  have  been  care- 
fully considered  and  a  quantity  of  w^ater  in  acre-feet  per  acre  has 
been  tentatively  allotted  to  each. 

Table  5  contains  a  description  of  each  of  the  30  divisions  into  which 
the  Southwest  has  been  divided,  as  shown  in  Figure  1,  the  average 
seasonal  net  irrigation  requirement  for  each,  and  the  percentage  of 
total  seasonal  net  requirements  used  in  each  month  of  the  irrigation 
period.  This  table  is  based  on  the  results  of  experiments  summarized 
in  this  report,  on  anticipated  improvements  in  irrigation  practice, 
and  on  the  judgment  of  the  authors.  In  many  localities  the  data 
available  were  too  meager  to  enable  trustworthy  estimates  of  irriga- 
tion requirements  to  be  given,  but  to  the  bewildered  traveler  any 
guidepost  or  familiar  landmark  is  welcomed.  In  like  manner  those 
who  have  to  do  with  land  reclamation  in  future  in  this  part  of  the  West 
will  profit,  it  is  believed,  by  the  guideposts  indicative  of  a  wise  use 
of  water  in  irrigation  farming  herein  set  up. 


Table  5. — Monthly  and  seasonal  net 

divisions 

irrigation  requirements 
of  the  Southwest 

Of 

he 

various 

sub- 

Location'of  division 

Monthly  percentages  of  total  seasonal  net  irrigation 
requirements 

•2  fe 

6 
■> 

S 

1 

08 

1 

1 

< 

^ 
S 

3) 

a 

a 

be 

3 
< 

1 

0 

1 
o 

1 

a 

1 
§ 

III 

1 

Imperial  Valley,  Calif                     - 

5 
1 
3 

6 

1 
4 

9 
4 

7 
5 
4 
6 

10 
8 
12 
10 
12 
10 
5 
4 
12 
13 
14 
15 
17 
12 
17 

14 
10 

8 
7 
6 
8 

11 
15 
13 
26 
27 
15 
20 
19 
18 
20 
22 
21 
22 
14 
15 

17 
16 
14 
14 
17 
17 
5 
17 
13 
20 
14 
16 
10 
18 
12 

13 
23 
15 
29 
30 
18 
29 
27 
22 
22 
26 
24 
23 
15 
12 

16 
18 
22 
25 
24 
22 
30 
30 
35 
30 
18 
30 
24 
28 
36 

12 
21 
14 
15 
13 
17 
23 
30 
16 
16 
17 
15 
14 
15 
8 

14 
17 
20 
23 
22 
20 
35 
25 
34 
25 
17 
27 
26 

10 
14 
11 

9 

8 
13 
17 
14 
10 
10 

8 

9 

9 
12 

5 

7 

12 
18 
15 
16 
15 
22 
13 
18 
15 
12 
13 
99  1 

8 
8 
8 
4 
4 
10 
6 
4 
6 
6 
4 
5 
5 
9 
3 

3 

8 
11 

9 
10 
12 

8 

7 

7 
3 
6 
2 
2 
7 

5 

1 
4 

4 

1 
3 

3.10 

0 

2.90 

3 

3.00 

4 

2.30 

5 

Navaho  country,  in  northern  Arizona — 
Southeastern  Arizona 

2.30 

6 

2 

2 

.... 

2.60 

7 

San  Juan  Basin,  N.  Mex                _. 

2.20 

8 

Western  New  Mexico        ..  

2 
3 
2 
2 

I 

3 
3 

3 

4 
4 
3 
5 
6 

1.70 

q 

Rio  Grande  Basin,  N.  Mex  _. __ 

1 
1 

2 

1 

1 

1 

4 

12 

7 
3 

7 
7 
5 
6 
5 
6 
12 

12 
6 
3 

4 

2 

1 
1 
1 
1 
4 
4 

2 
2 

1 

1 

"3" 
4 

2 
2 

2.60 

in 

Pecos  River  Basin,  N.  Mex _. 

2.40 

11 

Northeastern  New  Mexico 

1.60 

T> 

Rio  Grande  Basin,  west  Texas      

3 
5 

3 
2 

2.40 

13 

Pecos  River  Basin,  Tex 

2.25 

14 

West-central  Texas     _. 

1.60 

15 

Lower  Rio  Grande  Basin,  Tex 

L75 

16 

Upper   Nueces  and    Colorado    River 
Basin,  Tex                                

1.30 

17 
1S 

Upper  Brazos  and  Red  River  Basin,  Tex. 
Eastern  Panhandle,  Tex 

1.10 
1.35 

1<) 

Western  Panhandle,  Tex 

1.65 

'>0 

Panhandle,  Okla 

1.25 

?1 

LOO 

??, 

San  Luis  Basin,  Colo  ... 

1.80 

?3 

San  Juan  Basin,  Colo 

8 

1.90 

?4 

Yampa  and  White  River  Basins,  Colo 

1.35 

?5 

5 
11 
7 
4 
3 

5 
10 

7 
11 
5 

L70 

?6 

Virgin  River  Basin,  Utah _ 

3 

7 

6 

2 

.... 

2.25 

?7 

San  Juan  Basin,  Utah 

2.10 

?8 

Green  River  Basin,  Utah 

3 

2.00 

W 

Uintah  Basin,  northeast  Utah       1 

26     20 

36     16  I 

L75 

30 

Green  River  Basin,  Wyo                         1 

L60 

IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS      37 

APPENDIX 

USE  OF  WATER  ON  CROPS  IN  THE  SOUTHWEST,  IRRIGATION  WATER  APPLIED,  RAIN- 
FALL,  AND  CROP  YIELDS  IN  COLORADO,  CALIFORNIA,  ARIZONA,  NEW  MEXICO,  TEXAS. 
AND  OKLAHOMA 

Table  6. — Irrigation  water  applied  monthly,  rainfall,  total  water  received,  and  crop 
yields  in  San  Luis  Valley,  ColoA 

ALFALFA 


Year 

Irriga- 
tions 

Monthly  application  of  water  in  acre-feet  per  acre 

Total    quantity    of 
water  in  acre-feet  re- 
ceived by  crop  per 
acre 

Yield  per 
acre 

May 

June 

July 

Au- 
gust 

Septem- 

Octo- 
ber 

Irriga- 
tion 

Rain- 
fall 

Total 

1913 

Number 
3 
4 
3 
3 
4 
3 
3. 

0.77 
.82 
.39 
.62 
.21 
.65 

1.31 

""o.'3r 
.45 
1.16 

■"■'.li' 

0.30 

""."99" 
.92 

.87 
.97 

■"'o.li' 

.59 

0.28 



"o.'ig" 

1.35 
1.73 
1.43 
2.77 
2.03 
1.97 
2.89 

0.49 
.49 
.49 
.70 
.70 
.70 
.70 

1.84 
2.22 
1.92 
3.47 
2.73 
2.67 
3.59 

Tons 

1913 

1913. 

1914 

2  06 

1914. 

.90 

.45 



».46 

1914 

3 1.30 

1914 



L34 

BARLEY 


1913. 

2 
3 
3 

0.42 
.39 

"'0.I5' 
.59 

0.44 
........ 

.... 

a  86 

L37 
1.46 

0.38 
.38 
.45 

1.  24 
1.75 
L91 

9.8 

1913 

0.53 
.45 

4  10  g 

1913 

•  15. 95 

BEETS 


0.37 


0.  71    0. 42 


FLAX 


OATS 


Footnotes  on  page  38. 


L60 


0.49 


Tons 
4.11 


EMMER 

1913. 

2 
2 
2 
3 
2 
4 

"■"0."25" 

"""."55" 
.29 

0.36 
""".'37" 

""■.'62' 

0.44 

.28 
.55 
.26 
.23 
.99 

0.80 
.53 
.92 

1.07 
.52 

1.51 

0.38 
.45 
.42 
.45 
.73 
.70 

1.18 
.98 
1.34 
L52 
1.25 
2.21 

Pounds 
•531 

1913 

•625 

1913 

6M73 

1913 

0.26 

«622 

1914. 

»M43 

1914 

«864 

1913 

2 
2 
2 

'"'0.'27" 
.85 

0.43 

0.27 

0.70 
.86 
1.14 

0.45 
.45 
.45 

1.15 
1.31 
1.59 

8 137 

1913 

.59    

»320 

1913 

.29    

8   85 

1913 

2 
3 

3 
2 

0.51 
.42 

'"b'lV 

"".'46' 
.54 

0.47 
.12 

.42 
.74 
.86 

0.98 
.72 

1.46 
1.20 
1.39 

0.38 
.45 

.45 
.70 
.70 

L36 
LIT 

1.91 
1.90 
2.09 

"1,477 

1913 

0.19 
.62 

"1,083 

Bushels 
69 

1913 

1914 

41 

1914. 

4L7 

PEAS 

1913. 

2 
2 
3 

2 
4 

"'6.' 61' 

.36 

0.42 

"'i.'02' 
.62 

0.44 
.46 
.20 

0.86 
1.07 
.79 
L02 
LSI 

0.42 
.49 
.49 
.70 
.70 

L28 
1.56 
1.28 
L72 
2.21 

Pounds 
"362 

1913 

"293 

1913 

0.24 

"  296 

1914 

1914 

.99 

38       TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 

Table  6. — Irrigation  water  applied  monthly,  rainfall,  total  water  received,  and  crop 
yields  in  San  Luis  Valley,  Colo. — Continued 

PEAS  AND  BARLEY 


Year 

Irriga- 
tions 

Monthly  application  of  water  in  acre-feet  per  acre 

Total    quantity    of 
water  in  acre-feet  re- 
ceived by  crop  per 
acre 

Yield  per 
acre 

May 

June 

July 

Au- 
gust 

Septem- 

Octo- 
ber 

Irriga- 
tion 

Rain- 
fall 

Total 

1914 

Number 
3 
3 
4 

1.18 
.85 
.62 

0.71 
.44 
.99 

1.89 
1.29 
1.61 

0.70 
.70 
.73 

2.69 
1.99 
2.24 

Tons 
12  2. 31 

1914. 

12  2.31 

1914 

"2.66 

PEAS  AND  OATS 


1913     

3 
3 
3 
3 
3 
4 

0.42 
.42 

1.24 
.89 
.70 
.52 

0.42 
.42 

1.05 
.98 
.89 
.99 

0.62 
.62 

1.46 
1.46 
2.29 
1.87 
1.59 
1.51 

0.45 
.45 
.70 
.70 
.70 
.70 

1.91 
1.91 
2.99 
•    2.57 
2.29 
2.21 

"1.28 

1913 

"  1. 79 

1914 

12 13  4. 44 

1914 

i»  13  4. 00 

1914 

12 13  3. 43 

1914 

12 13  3. 07 

POTATOES 


1913. 

2 
2 

0.27 

0.33 
.24 

0.60 
.54 

0.45 
.45 

1.05 
.99 

Bushels 

(14) 

1913 

0.30 

1*19.8 

RYE 


1913 

2 
2 

""0.*57' 

0.30 
.74 

0.48 

0.7S 
1.31 

0.28 
.73 

1.06 
2.04 

18.3 

1914.- 

18  19. 6 

WHEAT 


1913 

2 
2 

3 

3 
2 

0.43 

.61 

.42 
.33 

"'0.'66" 


0.28 
.80 

.19 

.42 

.78 

0.71 
1.46 

.99 

1.46 
1.11 

0.42 
.42 

.49 

.45 
.73 

1.13 
1.88 

1.48 

1.91 
1.84 

11.2 

1913 

"9.7 

1913 

0.19 
.62 

Tons 
12  0.  34 

1913 

Bushels 
28.8 

1914 

"  15. 6 

1  This  experimental  work  was  conducted  by  the  Division  of  Agricultural  Engineering,  Bureau  of  Public 
Roads,  U.  S.  Department  of  Agriculture,  and  the  Colorado  Agricultural  Experiment  Station  in  coopera- 
tion with  the  Costilla  Estates  Development  Co.,  on  three  tracts  near  San  Acacio,  Colo.  Each  crop  was 
grown  on  a  group  of  plots,  the  groups  including  from  2.1  to  11.1  acres.  The  soil  of  farm  A  is  a  heavy  sandy 
loam,  cut  up  by  gravel  deposits;  of  farm  B,  much  heavier,  in  some  places  almost  adobe,  with  a  few  grave 
deposits  and  on  one  side  some  sand;  of  farm  C,  sandy. 

2  First-year  alfalfa. 

3  Damaged  by  rot. 

*  Nurse  crop  for  alfalfa. 

»  Damaged  by  wind  and  animals. 

6  Grain. 

">  Winter  emmer;  March  and  April  rainfall  included. 

*  Seed;  crop  affected  by  wilt  and  thistles. 
'  Seed;  affected  by  thistles. 

m  Sheaf;  needed  for  feed. 

11  Seed. 

12  Hay. 

13  Estimated  yield. 

1*  Crop  practically  destroyed  by  wilt. 
1*  Damaged  by  wilt. 

16  Winter  rye;  March  rainfall  included. 

17  Winter  wheat;  March  rainfall  included. 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS      39 
Table  7. — Irrigation  water  in  acre-feet  applied  on  cotton  in  Imperial  Valley,  Calif. ^ 


Acres 
irri- 
gated 

Monthly  application  of  water  per  acre 

Total 
quan- 

Year 

March 

April 

May 

June 

July 

August 

Sep- 
tem- 
ber 

October 

tity  of 
irrigation 

water 
received 
by  crop 
per  acre 

1926 

160 
160 
321 
160 
160 
200 
160 
160 
150 

"'o.'is' 

"".'66' 

0.48 
.67 
.70 
.34 
.50 
.11 
.43 
.73 
.84 

0.43 

.25 
.19 
.48 
.14 
.38 
.45 
.25 
.21 

0.59 
1.01 
.69 
.59 
.91 
.86 
.50 
.27 
.75 

1.04 

1.12 

.81 

.28 

1.17 

1.16 

1.47 

.77 

1.35 

1.21 

.99 

.98 

.71 

.90 

1.13 

1.30 

1.12 

1.10 

0.81 
1.00 

.85 

.48 

.62 

.81 

1.25 

1.45 

1.07 

0.25 
.58 
.35 
.26 

""'."68" 
........ 

.59 

2  4  gi 

1926 

a  5  62 

1926.-.- 

2  4  72 

1926 ^ 

1926 

2  3.14 
2  4  24 

1926 

3  5  79 

1926 

3  5  40 

1926 

3  4  97 

1926 

3  5  91 

1  Information  furnished  by  M.  J.  Dowd,  chief  engineer  and  general  superintendent,  Imperial  irrigation 
district,  Imperial,  Calif. 

2  Grown  in  Calipatria  area  on  soil  somewhat  harder  than  Imperial  loam. 

3  Grown  in  Brawley  area  on  soil  somewhat  harder  than  Imperial  loam. 

Table  8. — Irrigation  water  applied  on  cotton  in  Imperial  Valley,  Calif.,  and  Lower 

California,  Mexico  ^ 


Year 

Area 
irrigated 

Total 
quantity 
of  irriga- 
tion water 
received 
by  crop 
per  acre 

Year 

Area 
irrigated 

Total 
quantity 
of  irriga- 
tion water 
received 
by  crop 
per  acre 

Year 

Area 
irrigated 

Total 
quantity 
of  irriga- 
tion water 
received 
by  crop 
per  acre 

1923 

1923 

1923 

1923 

1923 

1923-. 

1923. 

1923 

1924 

1924 

1924. 

Acres 
600 

12,000 
3,000 
1,500 
450 
855 
800 
300 
650 
560 
500 

Acre-feet 
4.44 
3.24 
3.22 
3.60 
3.00 
2.54 
3.66 
3.06 
3.88 
4.52 
4.12 

1924 

1924 

1924-. 

1924 

1924 

1925. 

1925 

1925- 

1925 

1925 

1925........ 

Acres 

500 

450 

800 

300 

1,000 

690 

2,500 

2,400 

400 

3,900 

1,828 

Acre-feet 
3.90 
3.14 
4.72 
3.34 
3.06 
4.28 
4.46 
4.06 
2,88 
3.92 
3.12 

1925. 

1925-_ 

1926 

1926 

1926-- 

1926 

1926 

1926 

1926 

1926 

Acres 
350 

1,221 
645 

1,000 

25 

100 

398 

260 

1,575 
380 

Acre-feet 
3.38 
3.04 
4.06 
3.38 
4.00 
3.02 
2.54 
2.76 
3.34 
2.52 

1  Information  furnished  by  M.  J.  Gowd,  chief  engineer  and  general  superintendent,  Imperial  irrigation 
district.  Imperial,  Calif. 

Table  9. — Number  of  irrigations,  dates  of  first  and  last  application,  irrigation 
water  applied,  rainfall,  total  water  received,  and  crop  yields  in  Salt  River  Valley, 
Ariz.^ 

WHEAT  HAY 


Year 

Irriga- 
tions 

Date  of  first  and 
last  application 

Total  quantity  of  water  re- 
ceived by  crop  per  acre 

Yield  per 
acre 

Litera- 
ture 
cited 

First 

Last 

Irriga- 
tion 

Rainfall 

Total 

1900 

Number 
4 
4 

Nov.  11 
Nov.  10 

Acre-feet 

Mar.  19             2. 1 

do         1            2  1 

Acre-feet 

0.12 

.12 

Acre-feel 
2  2.22 
2  2.22 

Tons 
3.4 
3.5 

(4) 

1900 

(4) 

WHEAT 


1900 
1901. 
1901 
1901 
1901. 


Nov.  5 

Mar.  4 

Dec.  8 

Mar.  5 

Mar.  7 


Apr.  14 
Apr.     6 

...do 

Apr.  11 
Apr.  14 


2.2 
2.2 
2.5 
2.1 
2.1 


0.16 
.17 
.17 
.17 
.17 


2  2.36 
2  2.37 
2.67 
2  2.27 
2  2.27 


Bushels  I 
40.0 
35.9 
30.9 
35.4 
32.0 


(4) 
(5) 
(5) 
(5) 
(5) 


1  Experiments  conducted  at  Phoenix,  Ariz.,  by  the  Arizona  Agricultural  Experiment  Station, 
are  clayey,  gravelly  loam  underlaid  with  gravel.    Loam  is  5  to  6  feet  deep. 

2  Includes  0.6  acre-foot  before  planting. 


Soils 


40      TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 

Table  9. — Number  of  irrigations,  dates  of  first  and  last  application,  irrigation 
water  applied,  rainfall,  total  water  received,  and  crop  yields  in  Salt  River  Valley, 
A  riz. — Continued 

POTATOES 


Year 

Irriga- 
tions 

Date  of  first  and 
last  application 

Total  quantity  of  water  re- 
ceived by  crop  per  acre 

Yield  per 
acre 

Litera- 

First 

Last 

Irriga- 
tion 

Rainfall 

Total 

ture 
cited 

1900... 

Number 
4 
4 
4 
3 
3 

Feb.  17 

...do 

Mar.  17 

Mar.  27 

...do 

May  2 
...do 

May  10 

...do 

...do.-... 

Acre-feet 
2.0 
2.0 
2.4 
2.0 
2.0 

Acre-feet 
0.11 

Acre-feet 

2  2.11 

2  2.11 

»2.67 

3  2.17 
«2.17 

BusheU 
66.7 
53.3 
53.4 
60.0 
50.0 

i 

(6) 
(5) 

1900 

1901 

1901 

1901 

COTTON 


1901. 


13 


Apr.   11 


Oct.     3 


5.0 


0.30 


3  5.30 


Pounds 
400 


CORN 


1901. 


Aug. 


Oct.      7 


2.1 


0.20 


2  2.30 


Bushels 
31.0 


MELOT^S 


1900. 
1901- 


Tons 

13 

Mar.  29 

July 

15 

3.2 

0.20 

2  3.40 

15.0 

12 

Mar.  26 

July 

8 

3.3 

.03 

3.33 

13.5 

STRAWBERRIES 


1901. 


36 


Feb.   16 


Dec.   26 


3.2 


0.31 


3  6.51 


Pounds 
5,000 


1901. 


TOMATOES 


27 


Feb.  26 


Oct.    28 


4.3 


0.25 


2  4.55 


12,300 


BARLEY  HAY 


1900. 


Nov.  10 


Mar.  18 


1.6 


0.12 


2  1.72 


Tons 
4.2 


CABBAGE 

16 
16 

Sept.  15 
Nov.  22 

Feb.  25 
May    9 

5.0 
5.0 

0.20 
.28 

! 
2  5.20  1 
2  5.28  1 

1 

7.0 
6.2 

1900. 
1900. 


COWPEA  HAY 

1900- 

9 

June    9 

Sept.    9 

3.8 

0.11 

2  3.91 

3.6 

U) 

SUGAR  BEETS 


1900. 
1900- 


Apr.     1 
Apr.     3 


June  26  2.5 

July    15  2.5 


0.22 
.22 


2  2.72 
2  2.72 


14.5 
10.5 


ONIONS 


1900. 


29     Sept.  16     July    11  6. 2  0. 30  2  6. 50 


2.6 


(4) 


GREEN  PEAS 

1900 

6  1  Dec.  10 

Mar.  22             2. 4 

0.08 

2  2. 48  1 

2.2  1 

(4) 

2  Includes  0.6  acre-foot  before  planting.  3  includes  0.7  acre-foot  before  planting. 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS     41 

Table  10. — Number  of  irrigations,  quantity  of  water  received  by  irrigation  and  by 
rainfall,  and  crop  yields  in  Salt  River  Valley,  Ariz. 

ALFALFA  (16) 


Year 

Area  irri- 
gated 

Irriga- 
tions 

Total  quantity  of  water  re- 
ceived by  crop  per  acre 

Yield  per 

Irriga- 
tion 

Rainfall 

Total 

acre 

1913,  1914,  1915 

Acres 

25.0 

35.0 

28.0 

20.0 

60.0 

40.0 

20.0 

48.0 

40.0 

30.1 

24.0 

24.0 

70.0 

70.0 

70.0 

30.7 

30.7 

48.0 

4&0 

48.0 

37.68 

6.0 

34  85 

37.68 

18.53 

18.53 

44.0 

46.0 

100.96 

100.96 

75.00 

51.41 

118.53 

19.22 

154  02 

154  02 

147. 86 

42.33 

42.33 

42.33 

19.4 

lao 

Number 

Acre-feet 

4  06 
5.68 
2.34 
3.10 
438 
3.08 
2.44 
1.77 
3.77 
4  07 
2.85 
5.10 
3.13 
5.60 
3.46 
2.50 
3.03 
1.51 
1.46 
2.62 
4  32 
416 
484 
4  39 
5.61 
4  31 
5.36 
3.22 
1.08 
4  47 
4  71 
3.00 
4  71 
1.72 
3.26 
5.80 
1.82 
2.02 
3.10 
3.55 
1.87 

Acre-feet 

2  0  KA 

Acre-feet 
3.20 
4  92 
6.64 
3.20 
3.96 
5.24 
3.94 
3.30 
2.63 
4  63 
4  93 
3.71 
5.96 
3.99 
6.46 
4  32 
3.36 
3.89 
2.37 
2.32 
a48 
5.18 
5.02 
5.70 
5.25 
6.47 
5.17 
6.22 
408 
1.94 
5.33 
5.57 
3.86 
5.57 
2.58 
412 
6.66 
2.68 
2.88 
3.96 
4  41 
2.73 

Torus 
4  00 

1913,  1914,  1915 

86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 
86 

2  6.00 
^  8  00 

1913,  1914,  1915 

1913,  1914,  1915  .... 

«4  80 
s  8  00 

1913,  1914,  1915 

1913,1914,1915 

7  6  00 

1913,  1914,  1915 

7  5  00 

1913,  1914,  1915 

7  4  20 

1913,  1914,  1915  .   . 

7  3.00 
7  6  50 

1913,  1914,  1915 

1913,  1914,  1915. 

7  6  50 

1913,  1914,  1915 

7  5  00 

1913,  1914,  1915 

7  7  50 

1913,  1914,  1915 

7  5  50 

1913,  1914,  1915. 

7  4^30 

1913,  1914,  1915 

7  2  30 

1913,  1914,  1915 

7  5  00 

1913,  1914,  1915 

7  480 

1913,  1914,  1915 

72  80 

1913,  1914,  1915 

7.80 

1913,  1914,  1915... 

7  450 

1913,  1914,  1915 

7  4,40 

1913,1914,1915 

7  3.73 

1913,  1914, 1915 

^7  00 

1913,  1914,  1915 

">  7  39 

1913,  1914,  1915. 

7  7.60 

1913,  1914,  1915 

7  6  99 

1913,  1914,  1915. 

7  7  39 

1913,  1914,  1915 

7  5  35 

1913,  1914,  1915 

^3  68 

1913,  1914,  1915  . 

7  g  25 

1913, 1914,  1915... 

7  4.97 

1913,1914,1915 

' 

7  5  00 

1913,1914,1915 

7  6  36 

1913,  1914,  1915 

7  2  24 

1913,  1914,  1915  . 

7  5  57 

1913,  1914,  1915 

7  7  85 

1913,  1914,  1915 

7  3  00 

1913,1914,1915 

7  4  00 

1913,  1914,  1915 

7  5.36 

1913,  1914,  1915 

7  5.70 

1913,  1914,  1915 

7  3  50 

LINT  COTTON 


1913,  1914,  1915  . 

27.0 
70.25 
88.80 
105.  25 
39.0 
12.76 
1.00 
70.25 
40.00 
34  88 
17.00 
55.00 
55.00 
55.00 

1.83 
1.87 
2.51 
1.41 
1.27 
2.05 
2.29 
1.50 
1.50 
1.22 
1.25 
1.84 
3.50 
3.50 

8  0.28 
.28 
.28 
.28 
.28 
.28 
.28 
.28 
.28 
.28 
.28 
.28 
.28 
.28 

2.11 
2.15 
2.79 
1.69 
1.55 
2.33 
2.57 
1.78 
1.78 
1.50 
1.63 
2.12 
3.78 
3.78 

Pounds 
7  259 

1913,  1914,  1915 

7  371 

1913,1914,1915 

7  449 

1913,  1914,  1915 

7  166 

1913,  1914,1915... 

7  86 

1913,  1914,  1915 

^438 

1913,1914,1915 

12 

7375 

1913,  1914,  1915 

7  275 

1913,  1914,  1915..   .. 

7  235 

1913,1914,  1915. 

7 176 

1913,  1914,  1915 

7  218 

1913,  1914,  1915 

7 177 

1913,1914,1915 

7400 

1913,  1914,  1915 

7  650 

Footnotes  on  page  42. 


42      TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 


Table  10. — Number  of  irrigations,  quantity  of  water  received  by  irrigation  and  by 
rainfall,  and  crop  yields  in  Salt  River  Valley,  Ariz. — Continued 

SUGARCANE  (16) 


Year 

Area  irri- 
gated 

Irriga- 
tions 

Total  quantity  of  water  re- 
ceived by  crop  per  acre 

Yield  per 

Irriga- 
tion 

RainfaU 

Total 

acre 

1915-    .                                           

Acres 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 

Number 
3 
3 
3 
6 
6 
6 
6 
6 
6 

Acre-feet 
2.68 
1.97 
1.85 
2.81 
3.04 
3.32 
4.19 
4.23 
4.33 

Acre-feet 

0.83 

.83 

.83 

.78 
.78 
.78 
.78 
.78 
.78 

Acre-feet 
3.51 
2.80 
2.68 
3.59 
3.82 
4.10 
4.97 
6.01 
6.11 

Tons 
3.87 

1915    

1.02 

1915 

.42 

1916 

5.47 

1916 - 

7.81 

1916 

7.39 

1916             ..                                       ... 

16.95 

1916 

20.53 

1916 

25.41 

WHEAT  m) 


1915 

30 
20 
12 
45 
20 
14 
62 
45 
75 
40 
100 
40 
13 
26 
36 

3 
3 
4 
3 
2 
3 
3 
4 
3 
4 
4 
3 
4 
»1^ 
3 

1.08 
1.67 
2.19 
2.28 
1.42 
1.06 
1.67 
1.60 
1.10 
1.40 
1.51 
1.61 
2.27 
1.10 
1.61 

«0.78 
.78 
.78 
.78 
.78 
.78 
.78 
.78 
.78 
.78 
.78 
.78 
.78 
.78 
.78 

1.86 
2.45 
2.97 
3.06 
2.20 
1.84 
2.45 
2.38 
1.88 
2.18 
2.29 
2.39 
3.05 
1.88 
2.39 

Bushels 

10  17 

1915 

10  29 

1915 

1128 

1915    .                                     

"  33 

1915 

"30 

1915 

u  28 

1915 

"33 

1915 

10  23 

1915 

10  20 

1915                                              

"  23 

1915 

"26 

1915 

10  33 

1915 

10  31 

1915 

10  21 

1916 

"33 

MILO  {16) 


1915 

20 
60 

8 

7 

15 
40 

8 
20 
10 
43 

8 
15 

6 

7 
20 
20 
40 
60 
17 

1 
18 

4 
3 
5 
3 
4 
4 
3 
4 
3 
7 
3 
6 
3 
1 
3 
10 
3 
4 
4 
2 
3 

1.65 

1.13 

1.57 

.81 

1.00 

.75 

.95 

1.51 

2.26 

2.29 

1.67 

2.10 

.70 

.23 

1.13 

2.29 

1.13 

2.20 

1.97 

.35 

.99 

i<  0. 17 
.17 
.17 
.17 
.17 
.17 
.17 
.17 
.17 
.17 
.17 
.17 
.17 
.17 
.17 
.17 
.17 

:i? 

.17 
.17 

1.82 
1.30 
1.74 

.98 
1.17 

.92 
1.12 
1.68 
2.43 
2.46 
1.84 
2.27 

.87 

.40 
1.30 
2.46 
1.30 
2.37 
2.14 

.52 
1.16 

Tons 
"  1.5 

1915 

"1.0 

1915 

10  1.0 

1915 

10.28 

1915 - .— 

11.75 

1915                                                 

10  1.25 

1915 

10  1.00 

1915 

10.75 

1915 

12.76 

1915. 

10.75 

1915 

10 1. 12 

1915                                          

10.75 

1915 

10  1.25 

1915 

10.76 

1915.... 

10 1.00 

1915 

10.76 

1915                                                       

10  1. 12 

1915      

10 1.00 

1916.-.. 

10  1.00 

1915. 

10.67 

1915 

10.60 

1  Data  gathered  under  cooperative  agreement  between  Division  of  Agricultural  Engineering  and  State  of 
Arizona. 

iRainfall  is  average  for  entire  years  of  1913,  1914,  and  1915. 
3  Maricopa  gravelly  loam. 
<  Glendale  loess. 
»  Maricopa  clay  loam. 

6  Salt  River  adobe. 

7  Maricopa  sandy  loam. 

«  Mean  of  1913,  1914,  and  1915,  April  to  October,  inclusive. 

»  December  to  May,  inclusive. 

10  Sandy  loam. 

"  Clay  loam. 

1*  Loam. 

"  Partly  irrigated  a  second  time. 

i<  March  to  July,  inclusive. 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS      43 


Table  11. — Use  of  water  on  alfalfa  (16),  irrigation  water  applied  monthly ,  rainfall, 
total  water  received,  and  yields  in  Salt  River  Valley,  Ariz.^ 


Irriga- 
tions 

Monthly  application  of  water  in  acre-feet  per  acre 

Total  quantity  of  water 
in  acre-feet  received 
by  crop  per  acre. 

Yield  per 
acre 

Year 

April 

May 

June 

July 

August 

Sep- 
tember 

and 
October 

Irriga- 
tion 

Rain- 
fall 

Total 

1916 

1916 

1916 

1916 

1916 

1916- 

1916 

Number 
5 
6 
5 
6 
5 
5 
5 

0.42 
.43 
.43 
.43 
.42 
.62 
.46 

0.31 
.40 
.46 
.60 
.80 
1.10 
1.37 

0.31 
.40 
.47 
.59 
.80 
1.10 
1.46 

0.21 
.27 
.31 
.40 
.54 
.73 
.98 

0.71 
.86 
.96 
1.19 
1.51 
2.00 
2.64 

1.96 
2.36 
2.63 
3.21 
4.07 
5.45 
6.91 

»0.78 

.78 
.78 
.78 
.78 
.78 
.78 

2.74 
3.14 
3.41 
3.99 
4.85 
6.23 
7.69 

Tons 
»2.92 
»3.15 
8  3.60 
3  4.84 
«6.24 
8  7.70 
8  8.88 

>  Data  gathered  under  cooperative  agreement  between  Division  of  Agricultural  Engineering  and  State 
of  Arizona. 
»  Rainfall  for  entire  year. 
8  Average  from  3  plots. 


44      TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 


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2.36 
2.31 
2.10 
2.25 

0.61 
.22 
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1.85 
2.09 
1.88 
2.03 

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0.35 
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IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS     45 


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2.32 
2.11 
2.16 
2.15 
2.41 
1.96 
1.39 
1.69 
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2.10 
1.89 
1.94 
1.93 
2.19 
1.74 
1.17 
1.47 
1.78 

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46       TECHNICAL  BULLETIN  186,  M.  S.  DEPT.  OF  AGRICtTLTTIRE 


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IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS      47 


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48   TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 

Table  13. —  Use  of  water  on  alfalfa,  irrigation  water  applied  per  cutting,  rainfall, 
total  water  received,  and  crop  yields  in  Mesilla  Valley,  N.  Mez.^ 


Year 

Area 
irri- 
gated 

Irriga- 
tions 

Acre-feet  of  Irrigation  water  applied 
per  cutting 

Total  quantity  of  water 
in  acre-feet  received 
by  crop  per  acre 

Yield  per 

First 
cutting 

Second 
cutting 

Third 
cutting 

Fourth 
cutting 

Fifth 
cutting 

Irriga- 
gation 

Rain- 
fall 

Total 

1915 

1915 

1915 

1915 

1915 

1915. 

1915 

1915 

1915 

1915 

1915. 

1915 

1915 

1915 

1915 

1915 

1915_ 

1915 

1915 

1915 

1915 

1915. 

1915 

1915 

1915 

1915. 

1915 

1915 

1915. 

1915 

1915 

1915 

1915 

1915 

1915 

1915 

1915 

1915 

1915 

1915. 

Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 

Number 
13 
14 
9 
14 
12 
10 
11 
13 
14 
12 
12 
14 
13 
13 
12 
12 
10 
10 
11 
11 
13 
12 
14 
11 
13 
11 
11 
11 
14 
16 
10 
15 
10 
12 
12 
12 
9 
14 
13 
11 

1.33 
.75 
.67 

1.00 
.75 

1.08 
.92 

1.00 
.75 

1.60 

1.25 

1.00 
.75 

1.50 

1.00 
.75 
.92 

1.08 
.92 
.92 
.83 
.67 

1.00 
.92 

1.50 
.58 
.50 
.92 

1.00 
.75 

1.08 
.75 
.92 

1.00 
.75 

1.25 
.67 
.75 
.92 

1.00 

0.92 

.58 
.67 
.75 
.75 

1.08 
.58 
.75 
.58 
.67 
.58 
.75 
.58 

1.08 
.75 
.75 
.92 

1.08 
.92 
.58 
.75 
.58 
.75 
.58 

1.08 
.42 
.67 
.92 
.75 
.58 

1.08 
.58 
.58 
.50 
.75 
.92 

1.08 
.58 
.92 
.92 

1.00 
.50 
.83 
.75 
.75 
.83 

1.00 
.75 
.50 

1.25 
.67 
.75 
.50 

1.25 
.50 
.75 
.67 
.83 
.67 
.67 
.75 
.33 
.75 
.67 

1.25 
.50 
.75 
.67 
.75 
.50 
.67 
.50 
.33 
.50 
.50 
.67 
.83 
.50 

1.00 
.67 

0  33 
.33 
.83 
.67 
.25 
.25 
.33 
.25 
.33 
.42 
.67 
.25 
.33 
.42 
.25 
.25 
.33 
.42 
.33 
.67 
.50 
.33 
.50 
.33 
.42 
.17 
.25 
.33 
.50 
.50 
.42 
.50 
.67 
.50 
.50 
.33 
.42 
.33 
.67 
.33 

0  67 
.34 
.42 
.50 
.50 
.42 
.67 
.50 
.34 
.83 
.67 
.75 
.34 
.83 
.50 
.50 
.33 
.42 
.66 
.66 
.50 
.34 
.50 
.33 
.83 
.33 
.50 
.66 
.50 
.50 
.42 
.33 
.67 
.50 
.50 
.66 
.42 
34 
.66 
.67 

4.25 
2.50 
3.42 
3.67 
3.00 
3.66 
3.50 
3.25 
2.50 
4.67 
3.84 
3.50 
2.50 
5.08 
3.00 
3.00 
3.17 
3.83 
3.50 
3.50 
3.33 
2.25 
3.50 
2.83 
5.08 
2.00 
2.67 
3.60 
3.60 
2.83 
3.67 
2.66 
3.17 
3.00 
3.00 
3.83 
3.42 
2.60 
4.17 
3.69 

0  48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 
.48 

4.73 
2.98 
3.90 
4.16 
3.48 
4.14 
3.98 
3.73 
2.98 
6.15 
4.32 
3.98 
2.98 
6.56 
3.48 
3.48 
3.65 
4.31 
3.98 
3.98 
3.81 
2.73 
3.98 
3.31 
6.56 
2.48 
3.15 
3.98 
3.98 
3.31 
4.15 
3.14 
3.65 
3.48 
3.48 
4.31 
3.90 
2.98 
4.65 
4.07 

Tons 
8.46 
7.65 
5.88 
6.12 
5.16 
6.60 
6.35 
6.89 
5.81 
7.37 
6.06 
6.30 
4.41 
6.97 
5.62 
5.66 
6.60 
7.42 
7.01 
6.85 
5.51 
4.51 
7.10 
6.15 
7.36 
6.78 
5.69 
7.69 
7.46 
5.80' 
8.74 
6.66 
7.35 
6.79 
6.06 
6.63 
5.97 
4.65 
6.86 
6.35 

1  These  experiments  conducted  cooperatively  by  the  Division  of  Agricultural  Engineering,  Bureau  of 
Public  Roads,  and  the  New  Mexico  Agricultural  Experiment  Station.  Experiments  were  conducted  at 
the  experiment  station  on  mesa  lands  in  1915.  Soil:  Sandy  loam,  open,  friable,  and  easily  tilled,  quite 
uniform  to  a  depth  of  6  feet  except  where  pockets  of  gravel  and  coarse  sand  appear. 


Table  14. — Use  of  water  on  alfalfa  {20) ,  water  applied  at  each  irrigation,  rainfall, 
total  water  received,  and  crop  yields  in  Mesilla  Valley,  N.  Mex} 


Year 

Area  irri- 
gated 

Irriga- 
tions 

Depth 

applied 

each 

irrigation 

Total  quantity  of  water 
received  by  crop  per  acre 

Yield  per 
acres 

Irrigation 

Rainfall* 

Total 

1916 

Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 

Number 
14 
18 
9 
14 
13 
12 
12 

Inches 
4 
2 

5 

I 

5 
4 

Acre-feet 
4.67 
3.00 
3.75 
3.50 
3.25 
5.00 
4.00 

Acre-feet 
0.66 
.56 
.66 
.56 
.56 
.56 
.56 

Acre-feet 
6.23 
3.66 

Tons 
7.84 

1916 

fi.29 

1916 

4  31  i           6  70 

1916 

4.06  \           .'»-.'i2 

1916 

3.81 
6.56 
4.56 

4.50 

1916 

6.70 

1916 

5.94 

1  These  experiments  conducted  cooperatively  by  the  Division  of  Agricultural  Engineering,  Bureau  of 
Public  Roads,  and  the  New  Mexico  Agricultural  Experiment  Station.  Experiments  were  conducted 
at  the  experiment  station  on  mesa  lands  from  1915  to  1919,  inclusive.  Soil:  Sandy  loam,  open,  friable, 
and  easily  tilled,  quite  uniform  to  a  depth  of  6  feet  except  where  pockets  of  gravel  and  coarse  sand  appear. 

2  Precipitation  not  published  with  other  data,  but  assumed  to  be  from  Mar.  1  to  Nov.  1,  1916,  1917, 
and  1919. 

s  During  1916,  6  cuttings  were  secured  and  5  cuttings  in  each  of  the  years  1917,  1918,  and  1919. 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS     49 


Table  14. — Use  of  water  on  alfalfa  (20),  water  applied  at  each  irrigation,  rainfall, 
total  water  received,  and  crop  yields  in  Mesilla  Valley,  N.  ilfex.— Continued 


Year 


1916. 

1916.. 

1916., 

1916.. 

1916., 

1916.. 

1916.. 

1916. 

1916.. 

1916.. 

1916.. 

1916., 

1916.. 

1916.. 

1916-. 

1916.. 

1916-. 

1916.. 

1916.. 

1916.. 

1916.. 

1916.. 

1916-. 

1916.. 

1916.. 

1916.. 

1916.. 

1916.. 

1916.. 

1916.. 

1916.. 

1916.. 

1916.. 

1917.. 

1917.. 

1917.. 

1917.. 

1917.. 

1917.. 

1917.. 

1917,. 

1917.. 

1917.. 

1917.. 

1917- . 

1917.. 

1917.. 

1917.. 
1917.. 

1917.. 
1917.. 
1917- . 
1917.. 
1917.. 
1917.. 
1917.. 
1917.. 
1917.. 
1917.. 
1917.. 
1917.. 
1917.. 
1917.. 
1917.. 
1917.. 
1917... 
1917.. 
1917.., 
1917.., 
1917... 
1917... 
1917... 
1917... 
1918... 
1918... 
1918... 
1918... 


Depth 
applied 

Total  quantity  of  water  re- 

Area irri 

■     Irriga- 

ceived by  crop  per  acre 

Yield  per 

gated 

tions 

each 
irrigatioi 

acre 

^  Irrigatioi 

1  Rainfall 

Total 

Number 

Inches 

Acre-feet 

Acre-feet 

Acre-feet 

Tons 

Plot. 

17 

3 

4.25 

a  56 

4.81 

7.00 

Plot. 

18 

2 

3.00 

.56 

3.56 

6.46 

Plot. 

11 

5 

4.58 

.56 

5.14 

6.15 

Plot. 

12 

4 

4.00 

.56 

4  66 

6.02 

Plot. 

16 

3 

4.00 

.56 

4.56 

5.98 

Plot. 

17 

2 

2.83 

.56 

3.39 

412 

.  Plot. 

12 

5 

5.00 

.56 

5.56 

7.27 

Plot. 

14 

3 

3.50 

.56 

4.06 

483 

Plot. 

15 

3 

3.75 

.56 

4.31 

5.90 

Plot. 

12 

4 

4.00 

.56 

4.56 

6.02 

Plot. 

9 

5 

3.75 

.56 

4.31 

5.49 

Plot. 

12 

4 

4.00 

.56 

4.66 

6.52 

Plot. 

10 

4 

3.33 

.56 

3.89 

5.62 

Plot. 

16 

3 

4.00 

.56 

4.66 

6.10 

Plot. 

18 

2 

3.00 

.56 

3.56 

5.98 

Plot. 

15 

3 

3.75 

.56 

4.31 

6.34 

Plot. 

12 

4 

4.00 

.56 

4.56 

6.36 

Plot. 

13 

5 

5.42 

.56 

5.98 

7.45 

Plot. 

16 

2 

2.67 

.56 

3.23 

4  55 

Plot. 

13 

3 

3.25 

.56 

3.81 

4  16 

Plot. 

12 

4 

4.00 

.56 

4.56 

5.76 

Plot. 

17 

3 

4.25 

.56 

4.81 

6.32 

Plot. 

21 

2 

3.50 

.56 

4.06 

5.65 

Plot. 

12 

5 

5.00 

.56 

5.56 

7.03 

Plot. 

19 

2 

3.17 

.56 

3.73 

5.66 

Plot. 

14 

4 

4.67 

.56 

5.23 

5.53 

Plot. 

16 

3 

4.00 

.56 

4.56 

5.56 

Plot. 

15 

3 

3.75 

.56 

4.31 

5.29 

Plot. 

13 

4 

4.33 

.56 

4  89 

6.41 

Plot. 

10 

5 

4.17 

.56 

4  73 

6.08 

Plot. 

18 

2 

3.00 

.56 

3.56 

418 

Plot. 

19 

4 

6.33 

.56 

6.89 

7.91 

Plot. 

12 

5 

5.00 

.56 

6.56 

7.20 

Plot. 

14 

4 

4.67 

.44 

5.11 

7.36 

Plot. 

18 

2 

3.00 

.44 

3.44 

5.51 

Plot. 

10 

5 

.      4.17 

.44 

4  61 

6.63 

Plot. 

13 

3 

3.25 

.44 

3.69 

5.68 

Plot. 

14 

3 

3.50 

.44 

3.94 

5.65 

Plot. 

12 

5 

5.00 

.44 

5.44 

6.82 

Plot. 

11 

4 

3.67 

.44 

411 

6.08 

Plot. 

16 

3 

4.00 

.44 

4  44 

7.00 

Plot. 

17 

2 

2.83 

.44 

3.27 

5.43 

Plot. 

12 

5 

5.00 

.44 

5.44 

6.94 

Plot. 

12 

4 

4.00 

.44 

4  44 

6.23 

Plot. 

14 

3 

3.50 

.44 

3.94 

5.71 

Plot. 

16 

2 

2.67 

.44 

3.11 

4  32 

Plot. 

12 

5 

5.00 

.44 

6.44 

7.30 

Plot. 

14 

3 

3.60 

.44 

3.94 

4  96 

Plot. 

13 

3 

3.25 

.44 

3.69 

5.52 

Plot. 

10 

4 

3.33 

.44 

3.77 

5.68 

Plot. 

9 

5 

3.75 

.44 

4  19 

6.09 

Plot. 

11 

4 

3.67 

.44 

411 

6.07 

Plot. 

10 

4 

3.33 

.44 

3.77 

4  95 

Plot. 

15 

3 

3.75 

.44 

419 

6.13 

Plot. 

18 

2 

3.00 

.44 

3.44 

5.55 

Plot. 

15 

3 

3.75 

.44 

419 

6.29 

Plot. 

11 

4 

3.67 

.44 

411 

5.91 

Plot. 

13 

5 

5.42 

.44 

5.86 

7.53 

Plot. 

14 

2 

2.33 

.44 

2.77 

4  10 

Plot. 

15 

3 

3.75 

.44 

4  19 

5.23 

Plot. 

13 

4 

4.33 

.44 

4  77 

7.35 

Plot. 

14 

3 

3.50 

.44 

3.94 

5.62 

Plot. 

19 

2 

3.17 

.44 

3.61 

6.28 

Plot. 

11 

5 

4.58 

.44 

6.02 

6.62 

Plot. 

17 

2 

2.83 

.44 

3.27 

5.66 

Plot. 

12 

4 

4.00 

.44 

4  44 

5.33 

Plot. 

13 

3 

3.25 

.44 

3.69 

6.08 

Plot. 

12 

3 

3.00 

.44 

3.44 

4  53 

Plot. 

11 

4 

3.67 

.44 

411 

5.32 

Plot. 

9 

5 

3.76 

.44 

419 

4  35 

Plot. 

16 

2 

.  2.67 

.44 

3.11 

3.37 

Plot. 

14 

4 

4.67 

.44 

6.11 

6.77 

Plot. 

10 

5. 

4.17 

.44 

4  61 

6.47 

Plot. 

15 

4 

6.00 

.29 

5.29 

8.64 

Plot. 

18 

2 

3.00 

.29 

3.29 

6.16 

Plot. 

8 

5 

3.33 

.29 

3.62 

6.11 

Plot. 

1.3 

3.25 

.29 

3.54 

5.17 

50       TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 

Table  14. — Use  of  water  on  alfalfa  (20),  water  applied  at  each  irrigation,  rainfall, 
total  water  received,  and  crop  yields  in  Mesilla  Valley,  N.  Mex. — Continued 


Year 

Area  irri- 
gated 

Irriga- 
tions 

Depth 

applied 

each 

irrigation 

Total  quantity  of  water  re- 
ceived by  crop  per  acre 

Yield  per 
acre 

Irrigation 

Rainfall 

Total 

1918 - 

Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 

Number 
14 
11 

12 
17 
19 
11 
11 
15 
17 
12 
14 
12 
10 

9 
12 

9 
16 
20 
16 
12 
12 
15 
14 
13 
16 
20 
10 
18 
11 
14 
15 
12 

9 
16 
14 
10 
15 
14 
10 
12 
12 
10 
10 

Inches 
3 

5 
4 
3 
2 
5 
4 
3 
2 
6 
3 
3 
4 
5 
4 
4 
3 
2 
3 
4 
5 
2 
3 
4 
3 
2 
5 
2 
4 
3 
3 
4 
5 
2 
4 
5 
4 
2 
5 
3 
3 
5 
4 
3 
2 
5 
4 
3 
2 
5 
3 
3 

i 

4 
3 
2 
3 
4 
5 
2 
3 
4 
3 
2 
5 
2 
4 
3 
3 
5 

I 

4 
5 

Acre-feet 
3.50 
4.68 
4.00 
4.25 
3.17 
4.58 
3.67 
3.75 
2.83 
5.00 
3.50 
3.00 
3.33 
3.76 
4.00 
3.00 
4.00 
3.33 
4.00 
4.00 
5.00 
2.50 
3.50 
4.33 
4.00 
3.33 
4.17 
3.00 
3.67 
3.50 
3.75 
4.00 
3.75 
2.67 
4.67 
4.17 
5.00 
2.33 
4.17 
3.00 
3.17 
4.08 
3.25 
3.17 
2.67 
4.58 
3.67 
3.25 
2.67 
4.58 
3.00 
2.50 
2.67 
3.75 
3.33 
3.00 
4.00 
2.83 
3.50 
3.67 
5.00 
2.17 
2.50 
4.33 
3.25 
2.67 
4.17 
2.00 

Acre-feet 
0.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.29 
.58 
.58 
.58 
.68 
.68 
.58 
.58 
.58 
.58 
.58 
.58 
.68 
.68 
.58 
.58 
.68 
.68 
.68 
.68 
.68 
.68 
.68 
.68 
.58 
.68 
.68 
.68 
.58 
.58 
.58 
.58 
.68 

Acre-feet 
3.79 
4.87 
4.29 
4.64 
3.46 
4.87 
3.96 
4.04 
3.12 
5.29 
3.79 
3.29 
3.62 
4.04 
4.29 
3.29 
4.29 
3.62 
4.29 
4.29 
5.29 
2.79 
3.79 
4.62 
4.29 
3.62 
4.46 
3.29 
3.96 
3.79 
4.04 
4.29 
4.04 
2.96 
4.96 
4.46 
5.58 
2.91 
4.75 
3.58 
3.75 
4.66 
3.83 
3.75 
3.25 
5.16 
4.25 
3.83 
3.25 
5.16 
3.58 
3.08 
3.25 
4.33 
3.91 
3.58 
4.58 
3.41 
4.08 
4.25 
5.58 
2.75 
3.08 
4.91 
3.83 
3.26 
4.75 
2.58 
3.25 
3.08 
3.33 
4.25 
4.33 
2.68 
4.68 
6.08 

Tons 
5.57 

1918 

7.58 

1918 

7.27 

1918 - 

7.64 

1918 -- - 

6.33 

1918 

6.77 

1918       

5.78 

1918       -  - --- 

5.22 

1918       

4.34 

1918  _x 

7.89 

1918 

4.92 

1918 

4.35 

1918                 

5.42 

1918          

6.33 

1918       

6.38 

1918     

4.75 

1918--- 

6.10 

1918                               

3.84 

1918       - 

5.71 

1918       -- 

5.28 

1918 --- 

7.46 

1918 

3.55 

1918                 -                    -      - 

4.90 

1918                 

7.31 

1918       

6.06 

1918       

5.00 

1918  

6.68 

1918 

5.58 

1918                               -      .  -  - 

5.66 

1918 

3.87 

1918       

5.40 

1918  -- 

6.08 

1918 

5.95 

1918                                   .  .  -  . 

3.76 

1918                 

6.93 

1918       

6.50 

1919 

7.03 

1919 

5.50 

1919                                         -  - 

7.16 

1919                            -  - 

5.22 

1919       

5.31 

1919 

6.76 

1913  - 

6.44 

1919 

6.64 

1919                                             .  - 

16 
11 
11 
13 
16 
11 
12 

'! 
■i 

16 
17 
14 
11 
12 
13 
10 
13 
13 
16 
10 
12 

8 
10 
11 
11 

9 
12 
12 
11 

5.70 

1919                  - 

6.66 

1919       -  - - 

5.71 

1919 

4.64 

1919     .-. 

4.69 

1919                                           

8.02 

1919                         _  -       

5.23 

1919  - 

5.23 

1919 

5.20 

1919.- - 

7.15 

1919- - 

6.36 

1919- 

5.14 

1919 

6.13 

1919                                          

3.12 

1919 

5.50 

1919- 

5.41 

1919 - 

7.63 

1919 -- 

4.26 

1919                                          -  . 

4.08 

1919                            

7.86 

1919- 

5.68 

1919 -.- 

5.00 

1919 

7.19 

1919 — - 

5.34 

1919                                 

2.67  1            .58 
2.50  1            .58 

2.  75              .  58 
3.67              .58 

3.  75              .  58 
2.  00  '            .  58 

4.  00  ;            .  58 
4.  50              .  58 

6.23 

1919- 

3.92 

1919 

5.38 

1919   --- -- - 

6.00 

1919                                    .  - 

6.42 

1919  -                

4.52 

1919- - 

6.64 

1919 

6.82 

IKEIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS      51 

Table  15. — Date  of  first  and  of  last  irrigation,  irrigation  water  applied  at  each 
irrigation,  rainfall,  total  water  received,  and  crop  yields  in  Mesilla  Valley,  N.  Mex.^ 

ALFALFA  (2) 


Year 


Area  ir- 
rigated 


Irriga- 
tions 


First  irri- 
gation 


Total  quantity  of  water  re- 

Depth 
applied 

ceived  by  crop  per  acre 

Last  irri- 

Yield per 

gation 

each  ir- 

acre 

rigation 

Irriga- 
tion 

Rainfall 

Total 

Inches 

Acre-feet 

Acre-feet 

Acre-feet 

Tons 

Oct.    15 

2 

2.00 

0.66 

2.66 

» 8 «  3. 59 

Nov.    9 

2 

3.00 

.61 

3.61 

» » *  5.  79 

Oct.    23 

2 

3.00 

.56 

3.56 

2  8  4  5.  24 

Oct.    15 

2 

2.83 

.44 

3.27 

»«M.90 

Sept.  26 

2 

3.00 

.29 

3.29 

2 » *  4. 82 

Sept.  29 

2 

2.50 

.50 

3.00 

2  3  4  4.  77 

Oct.    15 

3 

2.50 

.66 

3.06 

» » <  3. 55 

Nov.    9 

3 

3.50 

.61 

4.11 

« 3  <  6.  20 

Oct.    23 

3 

3.75 

.56 

4.31 

* » <  6.  62 

Oct.    15 

3 

3.50 

.44 

3.94 

2  8  <  5.  60 

Sept.  26 

3 

3.75 

.29 

4.04 

» 3  4  6.  37 

Sept.  29 

3 

3.00 

.50 

3.50 

»  3  *  5.  25 

Oct.    15 

4 

2.67 

.56 

3.23 

a  3  <  3.  62 

Nov.    9 

4 

4.00 

.61 

4.61 

2  3  4  6.  77 

Oct.    23 

4 

4.33 

.56 

4.89 

2  3  4  6.  36 

Oct.    15 

4 

4.00 

.44 

4.44 

» 3  <  6, 10 

Sept.  26 

4 

4.00 

.29 

4.29 

2  3  4  6.  32 

Sept.  29 

4 

3.67 

.60 

4.17 

» » *  6,  09 

Oct.     9 

4 

3.67 

.93 

4.60 

2  3  4  2. 97 

Oct.    15 

5 

2.92 

.56 

3.48 

« 3  4  3. 88 

Nov.    9 

5 

4.68 

.61 

5.19 

» 3  4  7. 04 

Oct.    23 

5 

4.58 

.66 

5.14 

2  3  4  6.  67 

Oct.    15 

5 

4.58 

.44 

5.02 

a  3  4  6.  55 

Sept.  26 

5 

4.17 

.29 

4.46 

2  3  4  6.  81 

Sept.  29 

5 

4.17 

.50 

4.67 

» 3  4  7, 08 

Oct.      4 

5 

2.75 

.44 

3.19 

2  3  4  1.  62 

July   16 

5 

2.67 

.44 

3.11 

2  3  4  2,  56 

Oct.     7 

2 

2.00 

.47 

2.47 

2  3  5  3,  75 

—do 

2 

1.92 

.47 

2.39 

2  3  5  3.  42 

...do 

3 

2.83 

.47 

3.30 

2  3 «  3.  70 

...do 

3 

2.42 

.47 

2.89 

2  3  5  3.  45 

—do 

3 

2.50 

.47 

2,97 

2  3  8  3.  39 

—do 

3 

2.50 

.47 

2.97 

2  3  *  3. 40 

—do 

3 

2.42 

.47 

2.89 

2  3  5  3.  00 

...do..- 

3 

2.67 

.47 

3.14 

2  8  5  3.  80 

Aug.    8 

3 

2.00 

.48 

2.48 

2  3  5  2.  80 

Sept.  19 

3 

3.25 

.61 

3.86 

2  3  s  2. 72 

Oct.    16 

4 

3.83 

.36 

4.19 

2  3  5  5.  97 

Sept.  14 

4 

2.67 

.23 

2.90 

2  3  8  2.  95 

-.do-.-. 

4 

3.00 

.23 

3.23 

2  3  8  3.  47 

Aug.    8 

4 

2.67 

.48 

3.15 

2  3  8  3.  11 

— do.-.. 

4 

2.67 

.48 

3.15 

2  3  6  2.  78 

Aug.  15 

4 

2.67 

.35 

3,02 

2  3  8  4.  06 

..-do-... 

4 

2.67 

.35 

3.02 

2  3  8  4. 03 

...do.... 

4 

3.33 

.35 

3.68 

2  3  8  2.  85 

—do.... 

4 

3.33 

.35 

3.68 

2  3  8  3.  08 

Oct.     2 

4 

4.92 

.51 

5.43 

2  3  s  6.  78 

...do.... 

4 

4.58 

.51 

5.09 

2  3  8  6.  44 

...do.... 

4 

3.83 

.51 

4.34 

2  3  8  6.  55 

...dO--- 

4 

4.50 

.51 

5.01 

2  3  8  8.  31 

— do.--- 

4 

4.08 

.51 

4.59 

2  3  8  6. 05 

Sept.  14 

4 

3.50 

.36 

3.86 

2  3  8  5.  11 

—do... 

4 

3.83 

.36 

4.19 

2  8  8  5.  27 

Oct.     2 

4 

4.67 

.46 

5.13 

2  3  87.38 

-.do.... 

4 

4.58 

.46 

5.04 

2  3  85.49 

—do.... 

4 

4.75 

.46 

6.21 

23J5.90 

— do-.- 

4 

4.33 

.46 

4,79 

2  3  84.00 

Sept.  14 

5 

3.33 

.23 

3.56 

2  8  84.47 

Aug,    8 

5 

3.33 

.48 

3.81 

2  8  83.61 

Sept.  19 

5 

5.42 

.61 

6.03 

2  3  83.28 

Sept.  15 

5 

5.08 

.62 

5.70 

2  8  84.37 

Oct.     2 

5 

5.25 

.51 

5.76 

2386.64 

...do.... 

5 

5.00 

.51 

5.61 

28  86.93 

...do.   .. 

5 

5.17 

.51 

6.68 

2  8  »  6,  12 

Sept.  14 

5 

4.75 

.36 

5.11 

2885.84 

...do.... 

5 

4.67 

.36 

5.03 

23  8  5.70 

...do.... 

5 

4.50 

.36 

4.86 

2  3  8  5.  24 

...do.... 

5 

4.50 

.36 

4.86 

2  3  86.18 

...do.... 

5 

4.67 

.36 

5.03 

2  8  84.97 

...do.... 

5 

4.50 

.36 

4.86 

2385.46 

Litera- 
ture 
cited 


Acres 


Number 
12 
18 
18 
17 
18 
15 
10 
14 
16 
14 
15 
12 

8 
12 
13 
12 
12 
11 
11 

7 
11 
11 
11 
10 
10 


Mar,  6 
Mar.  30 
Mar.  13 
Mar.  15 
Mar.  11 
Mar.  18 
Mar.  5 
Mar.  30 
Mar.  13 
Mar.  15 
Mar.  11 
Mar.  18 
Mar.  5 
Mar.  30 
Mar.  13 
Mar.  16 
Mar.  11 
Mar,  18 
Feb,  26 
Mar,  5 
Mar,  30 
Mar,  13 
Mar,  15 
Mar,  11 
Mar,  18 
Mar,  19 
Mar.  24 
Mar,  3 

...do 

...do 

...do 

...do 

...do 

...de- 
Mar.  5 
Mar.  7 
Apr.  3 
Mar.  10 
Apr.  1 

...do---. 
Mar.  7 

--do.--. 
Apr.  10 

—do..-. 

...do-.., 

—do--.. 

Mar.  9 

...do.... 

...do.... 

...do..., 

...do.... 

-.do... 

-.do... 
Mar,  8 

...do-.. 

—do-... 

...do--. 
Apr.  1 
Mar.  7 
Apr.  4 
Mar.  31 
Mar.  9 

--do... 

...do... 

...do... 

...do-.. 

...do... 

...do... 

...do... 

-..do... 


See  footnotes  on  page  53. 


52      TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTCJRE 

Table  15. — Date  of  first  and  of  last  irrigation,  irrigation  water  applied  at  each 
irrigation,  rainfall,  total  water  received,  and  crop  yields  in  Mesilla  Valley, 
N.  Mex. — Continued 

ALFALFA  («) 


Year 

Area  ir- 
rigated 

Irriga- 
tions 

First  irri- 
gation 

Last  irri- 
gation 

Depth 
applied 
each  ir- 
rigation 

Total  quantity  of  water  re- 
ceived by  crop  per  acre 

Yield  per 
acre 

Litera- 
ture 
cited 

Lrriga- 
tion 

RainfaU 

Total 

1924 

1924 

1924 

1924 

1924 

Acres 



"Plot'" 
Plot. 
Plot. 
Plot. 
Plot. 

Number 

13 

13 

13 

13 

8 

8 

6 

8 

8 

6 

8 

11 

6 

4 

4 

12 

14 

14 

14 

14 

Mar.    3 

...do.... 

...do.... 

...do.... 
Apr.     1 
Mar.    7 
May    2 
Apr.     1 
Mar.    7 
May    2 
Mar.    4 
Feb.  25 
Mar.  18 
Mar.  24 
Mar.  26 
Mar.  28 
Mar.  20 

...do.... 

...do.... 

...do.... 

Nov.  23 

...do.... 

...do.... 

...do..-. 
Sept.  14 
Aug.    8 
Sept.  19 
Sept.  14 
-\ug.    8 
Sept.  19 
Oct.    16 
Oct.    20 
July     1 
June    3 
Aug.    7 
Sept.  10 
Oct.     3 

...do.... 

...do.... 

...do-... 

Inches 
6 
6 
6 
6 
6 
6 
6 
8 
8 
10 
3 
4 
4 
6 
6 

:::::::: 
:::::::: 

Acre-feet 
6.08 
5.92 
6.33 
6.58 
4.00 
4.00 
3.00 
5.33 
5.33 
5.00 
2.17 
3.67 
1.75 
2.00 
2.00 
4.32 
5.86 
6.68 
6.31 
5.58 

Acre-feet 
0.36 
.36 
.36 
.36 
.23 
.48 
.61 
.23 
.48 
.61 
.58 
.93 
.72 
.72 
.58 
.29 
.33 
.33 
.33 
.33 

Acre-feet 
6.44 
6.28 
6.69 
6.94 
4.23 
4.48 
3.61 
5.56 
5.81 
5.61 
2.75 
4.60 
2.47 
2.72 
2.58 
4.61 
6.19 
7.01 
6.64 
5.91 

Tons 
»»»8.00 
*»»5.52 
»»»5.50 

2  3S5.25 
J3S3.13 
»»»3.54 
»»»2.36 
»3»2.30 

»3J3.11 
»3  53.17 
2364.26 

»3«3.59 

3  3  e  5. 10 
33«4.28 

2  384.75 

2.96 
6.87 
4.87 
4.53 
3.87 

(^5) 
US) 
OS) 
(IS) 
US) 

CORN  (2) 


1924.. 
1924.. 


Plot. 
Plot. 


May  15 
Apr.  30 


.do. 


May    5 
...do.._. 


Aug.  26 
Aug.  17 


-do. 


Sept 
—do 


Sept.    1 


L25 
1.67 


1.67 


2.50 
2.47 
2.61 


0.22 
.22 


,22 


1.47 
1.89 


2.50 
2.83 
2.86 


Btishels 
3  5  T  39,  9 

3  8  36. 0 

Pounds 
3  913, 719 

Bushels 

3844 

44 
23.5 


US) 
US) 


RYE 


1923 

1923 

Plot. 
Plot. 

7 
6 

Nov.  20 

May  24 

1.76 
3.62 

0.16 
.30 

1.92 
3.92 

29 
18 

?,% 

CABBAGE 


1923. 
1924. 


Plot. 
Plot. 


Mar.  17 
Mar   12 


June  25 
June  17 


2.27 
2.29 


0.03 
.03 


2.30 
2.32 


Tons 
10.42 
9.84 


U2) 
US) 


CHILI 


Plot. 


14 


May  14 


Sept.  17 


3.11 


3.39 


92 


(^5) 


CANTALOUPES 


1924. 


Plot. 


10 


May  14 


Aug.    5 


2.26 


.22 


2,48 


Crates 
195 


US) 


See  footnotes  on  page  53. 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS      53 


Table  15.- — Date  of  first  and  of  last  irrigaiion,  irrigation  water  applied  at 'each 
irrigation,   rainfall,   total   water   received,   and  crop   yields   in   Mesilla    Valley, 


N.  Mex. — Continued 


WHEAT  («) 


Year 


Area  ir- 
rigated 


Irriga- 
tions 


Number 


1909 
1909 
1909 
1909 
1909 
1909 
1909 
1924 


First  irri- 
gation 


,--- 

4 

'..-._ 



7 
6 
5 

"Plot"' 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 

6 
4 
5 
7 
4 
5 
7 
5 
5 

Oct.  4 
Nov.  3 
Dec.  3 
Jan.  17 
Feb.  3 
Mar.  3 
Jan.  5 
...do.... 
Oct.  4 
Nov.  3 
Dec.  3 
Jan.    17 


Feb.  3 
Mar.  3 
Jan.  5 
...do.--. 
Oct.  4 
Nov.  3 
Dec.  3 
Jan.  17 
Feb.  3 
Mar.  3 
Apr.  18 
Feb.  21 


Feb.  14 


Last  irri- 
gation 


May  28 
...do-.- 

...do 

May  29 

...do 

...do 

June  15 

...do 

May  28 

...do 

...do 

May  29 

...do 

...do 

June  15 

...do 

May  28 
...do..-. 

...do 

May  29 
...do--.. 

—do 

May  30 
June  10 


June     7 


Depth 
applied 
each  ir- 
rigation 


Inches 
2 
2 
2 
2 
2 
2 
2 
3 
4 
4 
4 
4 
4 
4 
4 
5 


Total  quantity  of  water  re- 
ceived by  crop  per  acre 


Irriga- 
tion 


Acre-feet 
1.42 
1.08 


.83 
.83 
2.00 
1.50 
2.17 
1.83 
1.50 
1.33 
1.25 
1.25 
2.42 
2.92 
3.00 
2.50 
2.17 
1.67 
1.67 
1.75 
1.08 
2.50 
1.33 
1.25 
1.17 
1.00 
.83 
.58 
.42 
1.06 


Rainfall 


Total 


Acre-feet 
0.22 
.22 
.22 
.22 
.22 
.22 
.54 
.54 
.22 
.22 
.22 
.22 
.22 
.22 
.54 
.54 
.22 
.22 
.22 
.22 
.22 
.22 


11.29 
11.29 
11.29 
11.29 
11.29 
11.29 
11.29 
.15 


Acre-feet 
1.64 
1.30 
1.14 
1.05 
1.05 
1.05 
2.54 
2.04 
2.39 
2.05 
1.72 
1.55 
1.47 
1.47 
2.96 
3.46 
3.22 
2.72 
2.39 
1.89 
1.89 
1.97 


Yield  per 
acre 


2.58 
1.62 
1.54 
1.46 
1.29 
1.12 
.87 
.71 
1.21 


Bushels 

3»11.4 

» 8  22. 7 
»»22.9 
3»16.6 
» « 17. 6 
8 « 13. 2 
> » 15. 1 
» »  10. 6 
»»14.3 
a « 18. 9 
3*30.0 
3 « 16. 8 
3 » 19. 1 
3i   44 

3  »  16.  6 
3  U8. 0 
3  s  16. 2 
3 »  21. 1 
3 »  30.  7 

3  5  14.9 

3  8  13. 0 

3  6    9.6 
2  3  6  43,  5 

J  3  6  23.  1 

10  24.  6 
10  15. 1 
12 16.  6 
10  14.9 

12  9.0 
"11.7 

12  2.2 
7.3 


Litera- 
ture 
cited 


(13) 


POTATOES  3  (e) 


June  20 

3 

1.75 

0.06 

1.81 

June  13 

5 

1.67 

.06 

1.73 

...do.... 

5 

1.25 

.06 

1.31 

May  30 

5 

.83 

.06 

.89 

June  15 

5 

1.25 

.06 

1.31 

May  30 

5 

.83 

.06 

.89 

June  13 

5 

1.25 

.06 

1.31 

2  3  58.  4 
>  3  86. 2 
2  3  60.5 
2  3  58.  7 
2  3  54. 0 

2  3  11.7 

2  3  39.  9 


SOYBEANS  (U) 


1911 

Plot. 
Plot. 
Plot. 
Plot. 
Plot. 
Plot. 

1 
2 
3 
4 
4 
3 

0.88 
1.36 
1.50 
1.72 
2.83 
2.19 

0.30 
.30 
.30 
.30 
.30 
.30 

1.18 
1.66 
1.80 
2.02 
3.13 
2.49 

Pounds 

10  678 

10  980 

10  1,028 

'«  1, 022 

10  1,404 

10  745 

1911 

1911 

1911 

1911 

1911 

I  These  experiments  conducted  cooperatively  by  the  Division  of  Agricultural  Engineering,  Bureau  of 
Public  Roads,  and  the  New  Mexico  Agricultural  Experiment  Station. 

'■'  Experiments  covered  several  years  and  are  here  grouped  together. 
"  Fields  and  plots  vary  from  0.6  acre  to  29.95  acres. 

*  Soil:  Coarse  sand,  and  sand  and  gravel. 

*  Soil:  Equal  parts  sandy  loam  with  adobe  or  clay. 
'  Good  soil,  fairly  deep,  with  sandy  loam  texture. 

■  Corn,  grain. 
^  Corn  on  cob. 
*■  Corn,  silage. 
1"  Average  of  6  plots. 

II  Rainfall  from  Apr.  1  to  Nov.  1 
'■''  .\verage  of  3  plots. 


54   TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 


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62      TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 

Table   17.- — Irrigation  water  applied  monthly,  rainfall,  total  water  received,  and 
crop  yields  in  lower  Rio  Grande  Valley,  TexA 

TABLE  BEETS 


Total  quantity  of 

Monthly  application  of  wat«r  in  acre-feet  per  acre 

water  in  acre-fe«t 
received  by  crop 

Year 

Irriga- 
tions 

per  acre 

Yield 
per  acre 

Sept. 

Oct. 

Nov. 

Dec. 

Jan.      F( 

}b. 

Mar. 

Irri- 
gation 

Rain- 
fall 

Total 

Number 

Tons 

1917-18 

8 



0.17 

0.10 

0.34 

0.34    ... 



0.44 

L39 

0.04 

1.43 

i  i  10. 32 

1917-18 

8 



.17 

.10 

.31 

.34   ... 

.44 

1.36 

.04 

1.40 

2  3  11.84 

1917-18 

8 

.17 

.10 

.31 

.34    ... 

.44 

1.36 

.04 

1.40 

» » 8. 53 

1917-18 

8 

.17 

.17 

.32 

.34   ... 



.37 

1.37 

.04 

1.41 

2  3  11.45 

1917-18 

8 

.17 

.17 

.30 

.34    ... 



.37 

1.35 

.04 

1.39 

2  3  6. 70 

1917-18 

8 

.17 

.17 

.29 

.33    ... 

.33 

1.29 

.04 

1.33 

2  3  7.50 

1917-18 

8 

.12 

.13 

.25 

.25   ... 

.29 

1.04 

.04 

1.08 

2  3  7. 49 

1917-18 

8 

.12 

.13 

.25 

.25    ... 

.29 

1.04 

.04 

1.08 

2  3  9.90 

1917-18 

8 

.12 

.13 

.23 

.25    ... 

.29 

1.02 

.04 

1.06 

2  3  8.58 

1917-18 

8 

.12 

.13 

.23 

.25   ... 

.29 

1.02 

.04 

1.06 

2  3  7. 78 

1917-18 

8 

.12 

.11 

.24 

.25    ... 

.27 

.99 

.04 

1.03 

2  3  7.03 

1917-18 

'     8 

.12 

.11 

.26 

.25   ... 

.23 

.97 

.04 

1.01 

2  3  7.29 

1917-18 

8 

.08 

.11 

.23 

.25    ... 

.21 

.88 

.04 

.92 

2  3  6. 86 

1917-18 

8 

.08 

.11 

.19 

.27   ... 

.21 

.86 

.04 

.90 

2  3  5.  72 

1917-18 

8 

.08 

.17 

.19 

.27    ... 

.21 

.92 

.04 

.96 

2  3  5. 79 

1919-20 

5 

.33 

.42 

.25 

25 

1.25 

.15 

1.40 

2  i  11. 12 

1919-20 

5 

.25 

.31 

.17 

17 

.90 

.15 

1.05 

2  4  10. 44 

1919-20 

5 

.17 

.23 

.08 

08 

.56 

.15 

.71 

2  UO.  33 

1919-20 

5 
5 
5 
5 
5 
5 

.16 
.16 
.16 
.27 
.27 
.27 

.08 
.08 
.08 
.17 
.17 
.17 

08 
08 
08 
17 
17 
17 

.09 
.09 
.09 
.16 
.16 
.16 

.41 
.41 
.41 

.77 
.77 
.77 

.15 
.15 
.15 
.15 
.15 
.15 

.56 
.56 
.56 
.92 
.92 
.92 

<  5  9. 90 

1919-20 

<5  7.68 

1919-20 

<  5  7. 36 

1919-20 

*«8.09 

1919-20 

<»7.26 

1919-20 

<  «  7. 42 

1919-20 

5 

.42 

.25 

25 

.25 

1.17 

.15 

1.32 

*  5  7. 47 

1919-20 

5 

.42 

.25 

25 

.25 

1.17 

.15 

1.32 

<  5  7.  36 

1919-20 

5 

.42 

.25 

25 

.25 

1.17 

.15 

1.32 

« J  5.  39 

CABBAGE 


1914-15 

1 
3 
4 
14 

0.17 
.13 
.13 
.26 

0.17 
.20 
.50 

1.35 

0.76 
.76 
.76 
.21 

0.93 
.97 
1.26 
1.56 

6  M5.  7 

1914-15 

0.11 
.26 

0.01 
.12 
.30 

0.06 
.14 
.36 

6  r  16.  3 

1914-15 

6  7  21.  5 

1916-17 

0.17 

8  9  3.  81 

1916-17 

14 

.17 

.24 

.25 

.31 

.28 

1.25 

.21 

1.46 

8 »  12.  04 

1916-17 

14 

.14 

.18 

.17 

.20 

.20 

.89 

.21 

1.10 

8  9  4.84 

1916-17 

11 

.15 

.20 

.15 

.14 

.25 

.89 

.21 

1.10 

8  9  7.  87 

1916-17 

11 

.16 

.16 

.20 

.14 

.22 

.88 

.21 

1.09 

8  9  8. 36 

1916-17 

11 

.17 

.12 

.14 

.10 

.18 

.71 

.21 

.92 

8  9  3. 74 

1918-19 

4 
5 

.20 

.28 

.16 
.33 

.36 

.78 

.86 
.86 

1.22 
1.64 

8  9.52 

1918-19 

.17 



8  10. 72 

1918-19 

5 
4 

0.28 

.36 
.17 

.50 
.08 

.25 

1.11 
.53 

.86 
JO.  55 

1.97 
1.08 

8  9.72 

1919-20 

" 

8  116.06 

1919-20 

4 

.28 

.33 

.17 

.78 

10.55 

1.33 

8  11  6.  24 

1919-20 

4 

5 

.28 

.50 

.25 
.13 

1.03 
.46 

10.55 

1.58 
.63 

8 11  6.  57 

1919-20 

.08 

.08 

0.17 

8 12  9.  72 

1919-20 

5 

.08 

.17 

.17 

.33 

.75 

.92 

8 12  9. 39 

1919-20 

6 

.13 

.25 

.50 

.50 

1.38 

1.55 

8  12  7.37 

1919-20 

5 

.14 

.25 

.25 

.50 

1.14 

1.31 

2  13.02 

1919-20 

5 

.14 

.17 

.17 

.33 

.81 

.98 

2  9.98 

1919-20 

5 

.14 

.08 

.08 

.17 

.47 

.64 

2  8.49 

CARROTS 


1918-19 

3 
3 
4 
4 
4 
4 



0.17 
.17 
.17 
.17 
.16 
.16 

0.25 
.25 
.33 
.33 
.42 
.42 

0.42 
.42 
.67 
.67 
.83 
.83 

0.85 
.85 
.85 
.85 
.85 
.85 

1.27 
1.27 
1.52 
1.52 
1.68 
1.68 

.  s  13  6. 97 

1918-19 

« 13  5. 81 

1918-19 

0.17 
.17 
.25 
.25 

5  13  6.39 

1918-19 

J 13  5.  25 

1918-19 

» 13  6. 94 

1918-19 

« 13  6. 20 

See  footnotes  on  page  64. 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMI  ARID   LANDS     63 

Table   17. — Irrigation  water  applied  tnonthly,  rainfall,  total  water  received,  and 
crop  yields  in  lower  Rio  Grande  Valley,  Tex. — Continued 

CAULIFLOWER 


■ 

Year 

Irriga- 
tions 

Monthly  application  of  water  in  acre-feet  per  acre 

Totai    quantity   of 
water  in  acre-feet 
received  by  crop 
per  acre 

Yield 
per  acre 

Sept. 

Oct. 

Nov. 

Dec. 

Jan. 

Feb. 

Mar   1   ^^^.^' 
^^^^'^'    gation 

Rain- 
fall 

Total 

1919-20 

Number 

0.21 
.21 
.21 
.19 
.19 
.19 



0.17 
.33 
.50 
.50 
.33 
.17 

0.08 
.17 
.25 
.25 
.17 
.08 

0.46 
.71 
.96 
.94 

.69 
.44 

0.90 
.90 
.90 
.90 
.90 
.90 

1.36 
1.61 
1.86 
1.84 
1.59 
1.34 

Tons 
*  "  5  12 

1919-20 

5 14  5  37 

1919-20 



5 14  5  45 

1919-20 

2  14  7  72 

1919-20 

i  14  8  24 

1919-20 

2  14  g  03 

LETTUCE 


1914-15 i 

0.74 

.74 

0.74 
.92 

6  15  10. 65 
6  15  13. 91 

1914-15 

4 

0.04 

0.14 

0.18 

1914-15 

4 

.17 

.42 

.59 

.74 

1.33 

6  '5  14.57 

1916-17 

8 
8 

I 

8 
8 
6 

0.15 
.15 
.10 
.10 
.06 
.07 
.08 

0.46 
.37 
.31 
.31 
.19 
.20 
.10 

0.49 
.42 
.36 
.32 

.18 
.22 
.21 

.21 

.17 
.17 
.07 
.06 
.08 
.08 

1.31 
1.11 
.94 
.80 
.49 
.57 
.60 

.24 
.24 
.24 
.24 
.24 
.24 
.04 

1.55 
1.35 
1.18 
1.04 
.73 
.81 
.64 

5 1«3  88 

1916-17 

4 16  4  23 

1916-17 

5 18  3.  50 

1916-17 

s  IS  4  16 

1916-17 

5  16  3  71 

1916-17 

5  18  5  50 

1917-18 

.13 

2  1.72 

1917-18 

6 

.08 

.10 

.21 

.08 

.13 

.60 

.04 

.64 

2  2.89 

1917-18 

6 

.08 

.10 

.21 

.OS 

.13 

.60 

.04 

.64 

2  3.  05 

1917-18 

6 

.08 

.10 

.21 

.08 

.13 

.60 

.04 

.64 

2  2.79 

1917-18 

6 

.08 

.11 

.21 

.08 

.10 

.58 

.04 

.62 

2  2.25 

1917-18 

6 

.08 

.10 

.21 

.08 

.13 

.60 

.04 

.64 

2  3.88 

1917-18 

6 

.12 

.17 

.31 

.13 

.13 

.86 

.04 

.90 

2  4.33 

1917-18 

6 

.12 

.17 

.31 

.13 

.13 

.86 

.04 

.90 

2  3.60 

1917-18 

6 



.12 

.17 

.31 

.13 

.13 

.86 

.04 

.90 

2  3.  77 

1917-18 

6 

.10 

.17 

.33 

.13 

.15 

.88 

.04 

.92 

2  3.68 

1917-18 

.      6    

.10 

.18 

.32 

.13 

.15 

.88 

.04 

.92 

2  3.53 

1917-18 

6 

.14 

.18 

.41 

.19 

.14 

1.06 

.04 

1.10 

2  2.53 

1917-18 

6 

.14 

.19 

.42 

.  17 

.14 

1.06 

.04 

1.10 

2  3.49 

1917-18 

6 

.12 

.21 

.42 

.17 

.16 

1.08 

.04 

1.12 

2  2.90 

1918-19 

4 

4 

.17 
.17 

;S 

.25 
.25 

.89 
.89 

.78 
.78 

1.67 
1.67 

5 17  4. 97 

1918-19 

5  17  4.  72 

1918-19 

4 
4 
3 
3 
2 
2 
2 
2 
2 
2 
2 
2 
5 

.17 
.17 
.17 
.17 
.52 

:?? 

.35 
.25 
.25 
.29 
.25 
.33 

.39 
.39 
.30 
.30 
.33 
.33 
.33 
.25 
.25 
.25 
.16 
.16 
.26 

.16 
.16 

.72 
.72 
.47 
.47 
.85 
.62 
.60 
.60 
.50 
.50 
.45 

.78 
.78 
.78 
.78 
.90 
.90 
.90 
.90 
.90 
.90 
.90 
.90 
.18 

1.50 
1.50 
1.25 
1.25 
1.75 
1.52 
L40 
1.50 
1.40 
1.40 

i.;-;.> 

l.:ii 

.  il4 

3  17  4.  46 

1918-19 



5  17  3.91 

1918-19 

5  17  4.  04 

1918-19 

5  17  4.  47 

1918-19 

. 

23  89 

1918-19 

2  3.76 

1918-19 

2  4.30 

1918-19 

2  4.39 

1918-19 

2  5.  09 

1918-19 

-  .?  85 

1918-19 

-  H  04 

1918-19 

-  2.  >■{) 

1919-20 

.08 

.09 

■  14.  in 

1919-20 

5 

.25 

.32 

.17 

.16 

.to 

.18 

l.U- 

-  14.  23 

1919-20 

5 

.17 

.29 

.25 

.25 

.96 

.18 

1.14 

2  14. 36 

1919-20 

3 
3 
3 
3 
3 
3 
3 
3 
3 

.19 
.19 
.19 
.27 
.27 
.27 
.33 
.33 
.33 

.08 
.03 

.o^ 

.17 
.17 
.17 
.25 
.25 
.25 

.27 
.27 
.27 
.44 

.44 
.44 

.58 
.58 
.58 

.18 
.18 
.18 
.18 
.18 
.18 
.18 
.18 
.18 

.45 
.45 
.45 
.62 
.62 

.62 : 

.76  , 

.76! 
.76  i 

5^.89 

1919-20--- 

i-J  97 

1919-20 

» 9. 65 

1919-20 

5  8. 19 

l91t'-20 

*  10  37 

1919-20 

5  11  46 

1919-20 



59.13 

1919-20 

5  10. 84 

1919-20. 

5  11  62 

-- 

See  footnotes  on  page  64. 


64      TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 

Table  17. — Irrigation  water  applied  monthly,  rainfall,  total  water  received,  and 
crop  yields  in  lower  Rio  Grande  Valley,  Tex. — Continued 

SPINACH 


Year 

1 

Irriga- 
1   tions 

1 

Monthly  application  of  water  in  acre 

-feet  per  acre 

Total    quantity    of 
water  in  acre-feet 
received  by  crop 
per  acre 

• 

Yield 
per  acre 

Sept. 

Oct. 

Nov. 

D£C. 

Jan. 

Feb. 

Mar. 

Irri- 
gation 

Rain- 
fall 

Total 

lOl'^-L') 

Number 

0.49 
.49 
.49 
.68 
.68 
.68 
.68 
.68 
.68 
.48 
.48 
.48 

0.49 
.71 
.99 
.94 
.94 
1.03 
1.03 
1.18 
1.18 
.92 
.98 
1.07 

Tons 
«6. 15 

1914-15-.. 

.-;           4 

.-1        ■    4 

.1            2 

.1            2 

2 

-i            2 

2 

2 

..     -        2 

-1            2 

--i       ^     2 

t 

0.03 
.12 

0.07 
.20 

0.12 
.18 

0.22 
.50 
.26 
.26 
.35 
.35 
.50 
.50 
.44 
.50 
.59 

•  11.20 

1914-15 

«  11.85 

1918-19 

0.16 
.15 
.18 
.18 
.25 
.25 
.17 
.25 
.33 

0.11 
.11 
.17 
.17 
.25 
.25 

»3.34 

1918-19 

i 

«3.04 

1918-19- -. 

1 

»3.01 

1918-19 

i 

5  2.20 

1918-19 

1  • 

5  2.12 

1918-19 

I 

5  2.78 

1918 

;::;;;; 

0.27 
.25 

.26 

2  1.13 

1918 

2.89 

1918 

2.98 

1  These  experiments  were  conducted  under  cooperative  agreement  between  the  Texas  State  Board  of 
Water  Engineers  and  the  Bureau  of  Public  Roads,  U.  S.  Department  of  Agriculture.  These  were  plot 
experiments  conducted  at  station  1  mile  south  of  Mercedes.  Soil  of  west  14  acres  consists  of  light-colored 
sandy  loam  underlaid  with  yellowish  sandy  loam.  Soil  of  the  east  17  acres  consists  of  dark,  heavy  clay 
loam  underlaid  at  4  feet  with  sandy  clay.  Soil  at  Mercedes  a  gray-black  soil  of  fine  texture  underlaid 
with  sandy  clay  subsoil.  Rainfall  under  0.25  inch,  unless  followed  by  another  rain  in  24  hours,  was  gen- 
erally not  counted,  although  lighter  showers  on  shallow-rooted  plants  during  winter  seasons  were  some- 
times included. 

2  Clay  soil. 

3  3  frosts  occurred,  retarding  growth,  lengthened  production  period,  and  increased  water  requirements. 
*  A  normal  year. 

5  Sandy  soil. 

6  Loam  soil. 

"  Estimated  4-inch  rainfall  was  of  no  benefit  to  shallow-rooted  crop. 
8  Sandy  loam  soil. 
»  Yield  damaged  twice  by  frost. 

"  Rainfall  3.23  inches  immediately  following  irrigation  has  been  deducted. 
"  First  crop. 
"  Second  crop. 

13  Irrigations  3  and  4  followed  by  1-inch  and  3-inch  rainfall  probably  reduced  effective  applications  at 
least  3  inches. 
i»  It  is  probable  that  5.94  inches  rainfall  in  September,  immediately  following  an  irrigation,  was  wasted. 
"  At  least  2  inches  of  the  4.04  inches  of  rainfall  in  January  was  of  no  benefit. 
i«  Growth  checked  by  temperature  of  24°  F.  in  February. 
i'  Crop  injured  by  heavy  rains. 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID  LANDS     65 


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66      TECHNICAL  BULLETIN    185,  M.  S.  DEPT.  OF  AGRICULTURE 

Table  19. — Irrigation  water  applied  monthly,  rainfall,  total  water  received,  and 
crop  yields  in  Lawton,  Okla.^ 

BROOMCORN  (DWARF) 


Year 

Irriga- 
tions 

Monthly  application  of  water  in  acre-feet 
per  acre 

Total    quantity    of 
water  in  acre-feet 
received  by  crop 
per  acre 

Yield  per 
acre 

June 

July 

Aug. 

Sept. 

Oct. 

Nov. 

Irri- 
gation 

Rain- 
fall 

Total 

1919.. 

Number 

1 
2 

0.06 
.07 

0.06 
.16 
.00 

0.Q4 
.94 
.94 

1.00 
1.09 
.94 

Pounds 
1,235 
1,650 
850 

1919. _ 

0.08 

1919 

BROOMCORN  (STANDARD) 


1919 
1919 
1919 
1919 
1919 
1919 


2 
2 

1 
1 
0 
0 

0.10 
.10 
.06 
.06 

0.14 
.15 

0.24 
.25 
.06 
.06 
.00 
.00 

0.94 
.94 
.94 
.94 
.94 
.94 

1.18 
1.19 
1.00 
1.00 
.94 
.94 

1,525 
1,975 
1,076 
1,360 
1,830 
1,690 


FETERITA 


1919 

0 
0 

0.06 
.06 
.05 
.11 
.21 
.17 

0.06 
.06 
.05 
.11 
.21 
.17 

0.94 
.94 
.94 
.94 
.94 
.94 
.94 
.94 

1.00 

1.00 

.99 

1.05 

1.15 

l.ll 

.94 

.94 

2,275 
2,602 
3,336 

1919 

1919                   .  . 

1919 

3,658 
3,905 

1919 

1919 

3,195 

1919 

2,502 
2,790 

1919. 

KAFIR 


1919 
1919 
1919 
1919 
1919 
1919 
1919 
1919 
1919 
1919 


0 
0 

0.14 
.15 
.11 
.11 
.16 
.14 

0.14 
.15 
.11 
.11 
.16 
.14 

1.60 
1.60 
1.60 
1.60 
1.60 
1.60 
1.60 
1.60 
1.60 
1.60 

1.74 
1.75 
1.71 
1.71 
1.76 
1.74 
1.60 
1.60 
1.60 
1.60 

2,628 
-2,737 
2,975 
2,550 
2,020 
2,128 
1,825 
2,100 
2,651 
2,111 


MILLET 

1919 ... 

1 
0 

0.23 

0.23 

0.94 
.94 

1.17 
.94 

5.076 

1919 

3,960 

MILO 

1919  . 

il 

0.10 

0.10 

1.08 
1.08 

1.18 
1.08 

2,750 

1919..     . 

0 

2,000 

1  These  experiments  were  conducted  under  cooperative  agreement  between  the  Biueau  of  Public  Roads 
and  the  Oklahoma  State  Board  of  Agriculture  at  the  Cameron  School  of  Agriculture,  near  Lawton.  The 
plots  included  0.1  acre  each.    The  soil  is  a  thin  upland  clay. 


IRRIGATION  REQUIREMENTS  OF  ARID  AND  SEMIARID   LANDS     67 

Table  19. — Irrigation  water  applied  monthly,  rainfall,  total  water  received,  and 
crop  yields  in  Lawton,  Okla. — Continued     ~ 

ORANGE  CANE 


Year 

Irriga- 
tions 

Monthly  application  of  water  in  acre-feet 
per  acre 

Total    quantity    of 
water  in  acre-feet 
received  by  crop 
per  acre 

Yield  per 
acre 

June 

July 

Aug. 

Sept. 

Oct. 

Nov. 

Irri- 
gation 

Rain- 
fall 

Total 

1919 

Number 

1 
0 

0.14 

0.14 

1.08 
1.08 

1.22 
1.08 

Pounds 
9,500 
7,500 

1919 

PEAS 


1919 

1 
1 
0 

0.10 
.07 

0.10 
.07 

1.08 
1.08 
1.08 

1.18 
1.15 
1.08 

5,250 
6,700 
5,700 

1919 

1919 

RIBBON  CANE 


1919. 
1919. 


1 

0 

0.31 

0.31 

1.08 
1.08 

1.39 
1.08 

22,800 
15,800 


SUDAN  GRASS 


1919. 2 

0.05 
.10 

0.41 

0.46 
.10 

•0.94 
.94 
.94 
.94 

1.40 
1.04 
.94 
.94 

7,200 
7,200 
7  100 

1919- 1 

1919-.          0 

1919- 0 

3,800 

1 

LITERATURE  CITED 

(1)  Arizona,  Engineering  Commission. 

1922-23.  report  based  on  reconnaissance  investigations  of  arizona 
land  irrigable  from  the  colorado  river.     72  p.,  iuus. 

(2)  Bloodgood,  D.  W.,  and  Curry,  A.  S. 

1925.    NET    REQUIREMENTS     OF.    CROPS     FOR    IRRIGATION    WATER    IN    THE 
MESILLA  VALLEY,   NEW   MEXICO.       N.    Mex.   AgF.   Expt.   Sta.    Bul. 

149,  48  p.,  illus. 

(3)  Chilcott,  E.  C. 

1927.  the  relations  between  crop  yields  and  precipitation  in  the 
GREAT  PLAINS  AREA.     U.  S.  Dept.  AgF.  Misc.  Circ.  81,  94  p., 
illus. 

(4)  Code,  W.  H. 

1902.  irrigation  investigations  in  the  salt  river  valley.     u.  s. 
Dept.  Agr.,  Off.  Expt.  Stas.  Bul.  104:  83-125,  illus. 

(5)  

1902.    IRRIGATION    INVESTIGATIONS    IN    THE    SALT    RIVER  VALLEY  FOR  1901. 

U.  S.  Dept.  Agr.,  Off.  Expt.  Stas.  Bul.  119:  51-87,  illus. 

(6)  Coffey,  G.  N. 

1912.  reconnaissance   soil  survey   in   SOUTH  TEXAS.     U.   S.    Dept. 
Agr.,  Bur.  Soils,  Field  Oper.  (1909),  Rpt.  11:  1029-1129,  illus. 

(7)  Davis,  A.  P. 

1922.    PROBLEMS    OF    IMPERIAL    VALLEY    AND    VICINITY.       U.    S.    CongreSS 

67th,  2d  sess..  Senate  Doc.  142,  326  p.,  illus. 


68      TECHNICAL  BULLETIN  185,  M.  S.  DEPT.  OF  AGRICULTURE 

(8)  FORTIER,  S. 

1925.  IRBIGATION   REQUIREMENTS   OF  THE   ARABLE   LANDS   OF  THE    GREAT 

BASIN.     U.  S.  Dept.  Agr.  Bui.  1340,  56  p.,  illus. 

(9)  

1928.  IRRIGATION  REQUIREMENTS  OF  THE  ARID  AND  SEMI  ARID  LANDS  OF 
THE   MISSOURI   AND   ARKANSAS   RIVER  BASINS.       U.   S.    Dept.   AgF. 

Tech.  Bui.  36,  112  p.,  illus. 

(10)  and  Blaney,  H.  F. 

1928.    SILT   IN    THE    COLORADO    RIVER    AND    ITS    RELATION   TO    IRRIGATION. 

U.  S.  Dept.  Agr.  Tech.  Bui.  67,  95  p.,  illus. 

(11)  Freeman,  G.  F. 

1914.    ALFALFA    IN    THE     SOUTHWEST.       Ariz.     AgF.     Expt.     Sta.     Bul.     73, 

p.  [233]-320,  illus. 

(12)  Garcia,  F. 

1923-24.  THIRTY-FIFTH  ANNUAL  REPORT.     N.  Mcx.  Agr.  Expt.  Sta.  Ann. 
Rpt.  35,  55  p.,  iQus. 

(13)  

1924-25.  THIRTY-SIXTH  ANNUAL  REPORT.     N.  Mcx.  Agr.  Expt.  Sta.  Ann. 
Rpt.  36,  61  p.,  iUus. 

(14)  HUTCHINS,  W.  A. 

1928.    THE  COMMUNITY  ACEQUIA;  ITS  ORIGIN  AND  DEVELOPMENT.       South- 

west.  Hist.  Quart.  31:  261-284. 

(15)  Lawson,  L.  M. 

1928.  silting  of  the  lake  at  austin,  texas.  discussion.  amer. 
See.  Civ.  Engin.  Papers  and  Discussions  54  (pt.  1):  [13451- 
1346. 

(16)  Marr,  J.  C. 

1927.  THE    USE   AND   DUTY   OF   WATER  IN  THE   SALT  RIVER  VALLEY.       Ariz. 

Agr.  Expt.  sta.  Bul.  120,  97  p.,  illus.     (With  preface  bv  G.  E.  P. 
Smith.) 

(17)  

1926.  DRAINAGE    BY    MEANS    OF    PUMPING    FROM    WELLS    IN    SALT    RIVER 

VALLEY,  ARIZONA.     U.  S.  Dept.  Agr.  Bul.  1456.     21  p.     illus. 

(18)  Murphy,  D.  W. 

1928.  DRAINAGE  RECOVERY  FROM  IRRIGATION.     Amer.   Soc.  Civil  Engrs. 

Papers  and  Discussions  54  (pt.  1):  1103-1107. 

(19)  Tait,  C.  E. 

1908.    irrigation      in      imperial      valley,      CALIFORNIA ITS      PROBLEMS 

AND  POSSIBILITIES.     U.  S.  Congress  60th,  1st  sess.,  Senate  Doc. 
246,  56  p.,  Ulus. 

(20)  Thompson,  C.  A.,  and  Barrows,  E.  L. 

1920.    SOIL    MOISTURE    MOVEMENT   IN    RELATION    TO    GROWTH    OF   ALFALFA. 

N.  Mex.  Agr.  Expt.  Sta.  Bul.  123,  38  p.,  illus. 

(21)  United  States  Department  of  Agriculture,  Weather  Bureau. 

1926.  summary  of  climatological  data  for  the  United  States  by 

sections.       reprint    of    section    1. SOUTHERN    TEXAS.       U.    S. 

Dept.  Agr.,  Weather  Bur.  Bul.  W,  Ed.  2,  v.  1,  p.  1-23,  iUus. 

(22)  United   States   Department  of  Commerce,   Bureau  of  the   Census. 

1922.    fourteenth  census  of  the  united  states  taken  in  the  year  1920. 

V.  7. 

(23)  

1927.  UNITED  STATES  CENSUS  OF  AGRICULTURE  1925.        SUMMARY  STATISTICS 

BY  STATES.     149  p.,  iUus.     Washington,  [D.  C] 

(24)  WiLLARD,  R.  E.,  and  Humbert,  E.  P. 

1913.  SOIL  MOISTURE.     N.  Mcx.  Agr.  Expt.  Sta.  Bul.  86,  86  p.,  illus. 


U.S.  GOVERNMENT  PRINTING  OFFICE:  1930 


ORGANIZATION  OF  THE 
UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 

May  17, 1930 


Secretary  of  Agriculture Arthur  M.  Hyde. 

Assistant  Secretary R.  W.  Dxjnlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension  Work C.  W.  Warburton. 

Director  of  Personnel  and  Business  Adminis-     W.  W.  Stockberqer. 
tration. 

Director  of  Information M.  S.  Eisenhower. 

Solicitor E.  L.  Marshall. 

Weather  Bureau Charles  F.  Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohler,  C^-ze/. 

Bureau  of  Dairy  Industry 0.  E.  Reed,  C/ii'e/. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  C/ize/- 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  CAte/* 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief. 

Plant  Quarantine  and  Control  Administration    Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Foody  Drug,  and  Insecticide  Administration^.  Walter  G.  Campbell,  Director  of 

Regulatory  Work,  in  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Barnett,  Librarian. 


This  bulletin  is  a  contribution  from 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  Chief. 

Division  of  Agricultural  Engineering S.  H.  McCrory,  Chief. 


Technical  Bulletin  No.  184 


June,  1930 


EROSION  AND  SILTING  OF 

DREDGED  DRAINAGE 

DITCHES 

BY 
C.  E.  RAMSER 

Senior  Drainage  Engineer 

Division  of  Agricultural  Engineering 

Bureau  of  Public  Roads 


United  States  Department  of  Agriculture,  Washington,  D.  C. 


For  8ftl*  by  the  Superintendent  of  Documents,  Washington,  D.  C. 


Price  25  c«nt8 


Technical  Bulletin  No.  184 


June,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


EROSION  AND  SILTING  OF  DREDGED 
DRAINAGE  DITCHES 

By  C.  E.  Ramser 

Senior  Drainage  Engineer,   Division   of  Agricultwal  Engineering,   Bureau   of 

PuUic  Roads 


CONTENTS 


Page 

Introduction 1 

Relation  of  velocity  to  erosion  and  silting 2 

Velocity  due  to  three  factors 4 

Conditions  affecting  erosion  and  silting  in  a 

channel 5 

Vegetation 5 

Caving  and  sloughing  banks 6 

Backwater 7 

Variation  in  water  stages 8 

Enlargement  of  cross  section 8 

Silt  charge  in  streams 9 

Variation  in  fall  of  channels 9 

Volume  of  run-ofl  water 10 


Page 
Effect  of  erosion  and  silting  on  the  discharge 

capacity  of  a  channel 10 

Field  measurements 11 

Computations 11 

Tabulated  results 12 

Description  of  channels 16 

Streams  in  Lee  County,  Miss 16 

Streams  in  Bolivar  County,  Miss 21 

Streams  in  western  Tennessee 29 

Streams  in  western  Iowa 41 

Application  of  results 49 


INTRODUCTION 

It  is  a  matter  o'f  considerable  importance  to  a  drainage  engineer 
to  be  able  to  foretell  whether  silting  or  erosion  will  occur  in  a 
drainage  channel.  Satisfactory  and  economical  drainage  often  de- 
pends upon  the  accuracy  of  his  prediction.  For  instance,  if  silting  is 
expected  it  may  be  advisable  to  employ  preventive  measures  such 
as  sedimentation  basins  or  check  dams,  thus  obviating  the  necessity 
of  redredging  the  channel  later  at  great  expense.  If  erosion  in  a 
channel  is  anticipated,  it  may  bo  desirable  to  employ  means  to 
prevent  it,  or  to  take  advantage  of  it  by  digging,  at  a  comparatively 
low  cost,  a  ditch  smaller  than  is  actually  needed  and  dej)ending  upon 
the  erosive  action  of  the  water  to  enlarge  the  ditch  to  the  required 
capacity. 

In  many  drainage  enterprises  a  knowledge  of  the  effects  of  silting 
and  erosion  has  been  gained  only  through  costly  experience.  A  con- 
siderable part  of  the  main  outlet  ditch  of  a  large  drainage  district 
in  the  Missouri  Kiver  bottoms  in  eastern  Nebraska  was  filled  within 
a  few  weeks,  and  the  crops  on  a  large  area  were  destroyed  by  the 

102889°— 30 1  I 


2  TECHNICAL  BULLETIN   184,  U.  S.  DEPT.  OF  AGRICULTURE 

deposit  of  sediment  contributed  by  a  number  of  upland  tributary 
streams.  This  ditch  was  cleaned  out  at  considerable  expense,  and 
further  silting  prevented  by  providing  18  settling  basins  and  one 
short  diversion  floodway. 

A  large  channel  in  the  main  diversion  floodway  of  a  drainage 
district  in  Missouri  was  constructed  close  to  one  of  the  floodway 
levees  for  economy  in  handling  the  levee  material.  Erosion  soon 
began  to  undermine  the  levee  in  places  and  seriously  threatened  it 
in  others,  so  that  costly  protection  works  and  the  construction  of  a 
new  levee  in  places,  farther  back  from  the  channel,  were  imperative 
in  order  to  avert  disastrous  floods.  A  foreknowledge  of  the  possi- 
bilities of  erosion  and  silting  in  these  two  instances  would  have 
rendered  possible  a  substantial  reduction  in  the  ultimate  cost  of  the 
projects. 

There  are  a  number  of  drainage  districts  in  this  country  in  which 
a  considerable  saving  in  the  cost  has  been  effected  by  constructing 
a  ditch  of  inadequate  size  and  allowing  it  to  erode  to  the  required 
size.  There  are  some  ditches  w^here  advantage  could  have  been  taken 
of  the  work  of  erosion  with  great  saving  to  the  landowners.  In 
one  instance  in  western  Tennessee  an  engineer,  foreseeing  the  prob- 
able effect  of  erosion,  did  not  attempt  to  provide  a  ditch  large  enough 
for  satisfactory  drainage  at  the  start.  Most  of  the  land  in  this 
district  was  in  timber,  and  by  the  time  a  large  portion  of  it  was 
cleared  and  ready  for  cultivation  the  ditch  had  enlarged  through 
erosion  and  satisfactory  drainage  prevailed. 

During  the  investigations  reported  in  this  bulletin,  measurements 
and  observations  were  made  between  1913  and  1921  on  22  dredged 
drainage  ditches  in  Mississippi,  Tennessee,  and  Iowa.  The  informa- 
tion presented  consists  of  cross-sectional  and  hydraulic  measure- 
ments and  results  of  observation  of  all  conditions  that  influence 
the  erosion  and  silting  of  ditches.  In  these  studies  the  writer  has 
been  particularly  impressed  with  the  fact  that  the  measurements  of 
the  cross-sectional  area  and  fall  of  a  channel  alone  do  not  afford 
adequate  information  for  a  full  story  of  erosion  and  silting,  and 
in  the  following  pages  an  effort  is  made  to  point  out  evidences  of 
other  factors  that  enter  into  the  problem.  It  is  believed  that  the 
results  of  these  investigations  will  assist  the  engineer  in  making 
predictions  as  to  probable  erosion  and  silting  in  ditches  so  that 
drainage  improvements  can  be  planned  accordingly, 

RELATION  OF  VELOCITY  TO  EROSION  AND  SILTING 

The  erosive  power  of  a  stream  varies  as  the  square  of  the  velocity. 
Theoretically,  the  maximum  size  of  particle  (as  measured  by  the 
diameter)  which  can  be  transported  by  a  current,  assuming  bodies 
of  similar  shape  and  substance,  varies  as  the  square  of  the  velocity, 
and  their  weights  (assuming  equal  volumes)  as  the  sixth  power 
of  the  velocity.  However,  it  has  been  found  by  experiment  that 
the  weights  vary  more,  nearly  as  the  fifth  power  of  the  velocity. 
From  these  general  laws  it  is  apparent  that  slight  variations  in 
the  velocity  of  a  stream  may  materially  change  its  erosive  and  trans- 
porting capacity,  and  that  the  nonsilting  velocity  varies  with  the 
weight  of  the  silt  particles. 


EROSION   AND   SILTING   OF   DREDGED   DRAINAGE    DITCHES  6 

Clay  soils  are  characterized  by  considerable  cohesion  among  the 
particles  and  they  present  greater  resistance  to  erosion  than  do 
sandy  or  silty  soils.  Excepting  very  sandy  soils  it  is  generally  true 
that  a  soil  that  can  be  eroded  can  also  be  transported  by  the  same 
current.  Although  clay  soils  are  more  difficult  to  erode  than  sandy 
soils,  yet  after  being  worn  off  the  clay  particles  are  more  easily 
transported  than  the  sandy  particles.  Observations  show  that  little 
erosion  of  alluvial  clay  soil  occurs  where  the  velocity  is  much  less 
than  3  feet  per  second.  In  some  instances  the  velocity  is  not  suffi- 
cient to  erode  the  banks  but  is  enough  to  pick  up  and  carry  away 
material  that  has  caved  into  the  channel,  and  in  this  way  the  en- 
largement of  the  channels  takes  place.  The  greatest  erosion  in  a 
channel  occurs  in  connection  with  the  maximum  velocity.  Hence, 
it  is  important  that  the  probable  maximum  velocity  be  known  in 
predicting  the  likelihood  of  erosion  in  a  channel.  In  the  absence 
of  backwater  conditions  the  maximum  velocity  in  a  channel  occurs 
with  the  highest  stage. 

Silt  is  transported  by  a  stream  in  two  ways:  (1)  In  suspension  and 
(2)  by  rolling  along  the  bottom.  It  is  believed,  however,  that  rolling 
plays  a  minor  part  in  the  movement  of  silt  in  most  drainage  ditches. 
The  power  of  a  stream  to  transport  silt  in  suspension  is  derived  from 
the  eddies  at  the  bed.  The  upward  component  of  these  eddies  tends 
to  prevent  the  suspended  particles  from  sinking,  and  the  greater  the 
velocity  of  flow  the  greater  is  this  upward  component.  The  eddies 
generated  on  1  square  foot  of  the  bed  of  a  stream  hold  the  silt  in  sus- 
pension in  a  vertical  column  above,  extending  to  the  surface  of  the 
water.  With  a  given  density  of  silt  in  the  water,  the  longer  this 
column  the  greater  would  be  the  velocity  of  the  water  required  to 
support  the  silt.  Hence,  it  is  seen  that  a  relation  may  exist  between 
the  velocity  and  the  depth  such  that  no  silting  in  the  channel  takes 
place  and  for  which,  if  it  be  already  fully  charged  with  silt,  the  water 
will  not  pick  up  and  carry  off  more  material.  This  velocity  is  known 
as  the  critical  velocity.  The  relation  is  expressed  by  Kennedy  in  the 
equation, 

in  which  F= critical  velocity  in  feet  per  second, 
D  =  depth  of  water  in  feet, 
C  and  m  are  constants  depending  upon  the  kind  of  silt. 

The  values  6^=0.84  and  m=0.64  were  found  to  be  suitable  for  fine 
sand  such  as  that  found  in  the  beds  of  rivers  in  the  Punjab  (India) 
shortly  after  they  have  left  the  hills.  The  curve  representing  this 
equation  is  shown  in  Figure  1.  From  this  equation  it  is  seen  that  in 
a  nonsilting  channel  the  velocity  is  independent  of  the  width,  but 
increases  w^ith  the  depth  of  the  channel. 

Column  8  of  Tables  1,  2,  and  3  (see  p.  13)  show  velocities  as  taken 
from  this  curve  corresponding  to  the  depths  of  the  different  channels, 
and  column  7  shows  the  velocities  obtained  by  measurements  for 
bank-full  stages  of  the  channels.  These  latter  velocities  are  plotted 
in  Figure  1,  symbols  being  used  to  indicate  whether  erosion  or  silting 
occurs  in  the  channels.  It  is  seen  from  this  figure  that  both  erosion 
and  silting  took  place  in  many  of  the  channels  and  that  silting 
occurred  where  the  normal  velocity  was  much  greater  than  that 


4  TECHNICAL  BULLETIN   18  4,  U.  S.  DEPT.  OF  AGRICULTURE 

obtained  by  the  Kennedy  formula  for  the  particular  depth.  This 
may  have  been  due  either  to  difference  in  size  of  transported  par- 
ticles, or  to  the  fact  that  the  velocity  in  a  channel  at  the  time  silting 
occurred  was  less  than  that  under  normal  conditions  of  flow,  although 
under  normal  conditions  the  velocity  might  have  agreed  closely 
with  the  velocity  as  obtained  by  Kennedy  s  formula.  The  size  of 
the  particles  transported  by  the  different  streams  was  not  determined, 
and  sufficient  data  are  not  available  to  determine  definitely  what 
happened. 

Ordinarily  the  velocity  in  a  drainage  channel  varies  greatly  during 
rapidly  rising  and  falling  stages  and  where  affected  by  backwater. 
The  growth  of  vegetation  tends  to  promote  silting  and  to  prevent  ero- 
sion, irrespective  of  the  depth-velocity  relation.     Caving  of  banks 

20 


II 
.c:l5 


|lO 


®5 

/ 

Channel  Erociina                           .• 

/ 

,„' 

Lhannel  oilting. ^ 

Channel  Eroding  and  Silting...® 

®22 

/ 

/ 

/ 

/ 

y 

*'°/ 

''l9<9 

/^ 

®4 

/ 

/     • 

■• • 

li      13 

'2. 

y 

®2I 

/ 

/ 

6° 

/ 

8o 

> 

/ 

18® 

17^ 

'o 

9° 

14^ 

•l5 

/ 

/ 

®I6 

1  2  3  4  5  6 

Velocity  in  feet  per  second  =V 

Figure  1. — Relation  between  Kennedy's  velocities  as  indicated  by  curve,  and  meas- 
ured velocities  in  channels  at  bank-full  stages.  The  numbers  near  the  plotted 
points  refer  to  the  numbers  of  the  ditches  given  in  Tables  1,  2,  and  3 

often  occurs  where  the  velocity  is  insufficient  to  carry  away  caved-in 
material.  Most  of  the  ditches  investigated  were  affected  by  one  or 
more  of  the  above  conditions,  so  that  it  w^ould  be  unreasonable  to 
expect  conditions  as  regards  erosion  and  silting  to  conform  to  the 
Kennedy  formula.  Even  though  the  conditions  of  caving  banks 
and  growth  of  vegetation  were  eliminated  by  proper  side  slopes  and 
systematic  maintenance,  it  is  not  believed  that  Kennedy's  formula 
would  be  applicable  to  the  design  of  drainage  channels  where  there 
are  generally  such  great  variations  in  the  velocity. 


VELOCITY  DUE  TO  THREE  FACTORS 

A  common  mistake  in  predicting  the  probability  of  erosion  or 
silting  in  a  drainage  channel  is  to  base  the  estimate  upon  the  fall 
of  the  channel  alone.  Though  it  is  true  that  fall  is  the  positive 
factor  that  produces  velocity  through  the  action  of  gravity,  yet 


EtfOSlON   AND   SILTING   OF   DREDGED   DRAINAGE    DITCHES  5 

there  are  two  other  factors  that  exert  a  decided  effect  upon  the 
velocity.  These  are  the  hydraulic  radius  and  the  resistance  to  flow 
caused  by  the  condition  of  the  channel,  as  represented  by  the  value 
of  n  in  Kutter's  formula ;  the  larger  the  value  of  n^  the  greater  the 
resistance  to  flow.  The  velocity  varies  with  these  factors  about  as 
given  in  the  formula, 

where  F= velocity  in  feet  per  second, 

6^  is   a  constant   representing  the   condition   of  the   channel 
(the  greater  the  resistance  to  flow  the  smaller  is  C)^ 

L8il+ 41.66 +  '^^05281 

Th  S 

where  ^= the  Iwdraulic  radius, 

6  =  slope  of  the  water  surface. 
The  term  "  n  "  in  tiie  above  formula  is  a  measure  of  all  the  conditions 
in  a  channel  that  tend  to  retard  the  flow. 

An  inspection  of  the  values  given  in  the  tables  shows  that  the 
highest  velocities  are  not  always  in  the  channels  with  the  greatest 
fall.  For  instance,  in  comparing  the  channel  of  the  South  Forked 
Deer  River  at  Roberts,  Tenn.  (Table  2,  p.  14),  which  has  a  fall  of 
1.32  feet  per  mile,  with  that  of  Cyjoress  Creek  with  a  fall  of  10.1  feet 
per  mile,  it  is  seen  that  the  former  has  the  greater  velocity  due  to  its 
larger  hydraulic  radius  and  less  resistance  to  flow  as  represented  by 
the  values  of  n.  The  hydraulic  radius  is  equal  to  the  cross-sectional 
area  divided  by  the  wetted  perimeter.  Thus  it  is  apparent  that  a 
large,  deep  ditch  would  have  a  greater  hydraulic  radius  than  would 
a  small,  shallow  one.  For  example,  the  hydraulic  radii  of  the  chan- 
nels of  the  South  Forked  Deer  River  at  Roberts  and  the  Bogue 
Phalia  may  be  compared  with  those  of  Cypress  Creek  and  Pecan 
Bayou  as  given  in  Tables  1  and  2. 

A  comparison  of  the  channel  of  Willow  Creek  in  Iowa  with  that 
of  Bogue  Hasty  in  Mississippi,  where  the  hydraulic  radii  are,  re- 
spectively, 5.35  and  6.1,  the  fall,  0.86  and  0.83  foot  per  mile,  the 
roughness  coefficient  n,  0.0128  and  0.0353,  and  the  velocities,  4.46  and 
1.86  feet  per  second,  shows  that  the  hydraulic  radii  and  fall  do  not 
differ  greatly;  the  considerable  difference  in  the  velocities  must 
therefore  be  due  to  the  large  difference  in  the  roughness  coefficient  n. 
(Tables  1  and  3.) 

CONDITIONS  AFFECTING  EROSION  AND   SILTING  IN  A  CHANNEL 

VEGETATION 

Vegetation  in  a  channel  checks  or  greatlv  reduces  erosion  and  pro- 
motes silting.  A  heavy  mat  of  grass,  high  weeds,  cattails,  saplings, 
or  small  shrubs  protects  the  soil  from  the  erosive  action  of  the  water, 
and  the  roots  hold  the  soil  in  place.  The  vegetation  tends  to  retard 
the  flow,  thus  reducing  the  velocity  and  thereby  the  erosive  action 


6  TECHNICAL  BULLETIN   184,  U.  S.  DEPT.  OF  AGRICULTURE 

of  the  water.  Erosion  had  practically  ceased  in  the  channel  of 
Coonewah  Creek  in  Mississippi  at  the  time  of  the  last  measurements 
when  the  side  slopes  and  part  of  the  bottom  of  the  channel  were  cov- 
ered with  a  heavy  growth  of  grass.  (Table  1.)  The  channel  of 
Mud  Creek  in  Mississippi  is  an  instance  where  such  growth  has  pre- 
vented rapid  erosion  such  as  occurred  in  Chawappah  Creek,  the 
channel  of  which  was  practically  free  of  vegetation.  Vegetation  in 
the  channels  of  Willow  Creek  and  Allen  Creek  in  Iowa  promoted 
silting  and  prevented  erosion  since  the  soil  and  velocities  were  prac- 
tically the  same  as  in  the  channel  of  the  Boyer  River  at  Missouri 
Valley  where  considerable  erosion  and  not  much  silting  occurred, 
there  being  comparatively  little  vegetation  in  the  latter  channel.  To 
prevent  permanent  silting  in  these  channels,  or  to  reduce  it  to  a 
minimum,  the  vegetation  should  be  cleared  out  annually.  Usually 
the  velocity  of  flow  and  the  consequent  erosive  action  decrease  with 
the  age  of  the  ditch  on  account  of  general  deterioration  caused  chiefly 
by  the  growth  of  vegetation;  therefore  the  greatest  volocity  of  flow 
for  a  given  stage  in  a  ditch,  as  well  as  the  most  rapid  erosion,  usually 
take  place  before  vegetation  is  established. 

CAVING  AND  SLOUGHING  BANKS 

In  nearly  all  ditches  where  rapid  enlargement  occurs,  this  is  largely 
the  result  of  caving  of  the  banks.  This  caving  may  be  due  to  sev- 
eral causes.  If  the  side  slopes  are  dug  at  an  angle  greater  than  the 
angle  of  repose  for  the  particular  kind  of  soil,  caving  may  take 
place  caused  by  gravity  alone.  An  example  of  this  type  of  caving 
occurred  shortly  after  construction  in  the  channels  of  Twenty  Mile, 
Chawappah,  and  Coonewah  Creeks  in  Mississippi,  where  the  side 
slopes  were  1  on  i^. 

If  the  soil  in  the  bank  is  saturated,  the  angle  of  repose  is  flatter 
than  for  drained  soil.  For  this  reason,  in  digging  a  ditch  through 
marshland  where  the  soil  is  saturated,  it  is  advisable  to  lower  the 
water  in  the  ditch  slowly  so  that  the  water  has  time  to  drain  from 
the  soil;  otherwise,  caving  may  result  which  will  seriously  damage 
the  ditch.  Openings  should  always  be  provided  in  spoil  banks  so 
that  water  will  not  be  held  back  of  them  and  the  banks  become  satu- 
rated.    Failure  to  do  this  has  caused  many  ditches  to  cave. 

A  rather  common  practice  in  southwest  Minnesota,  in  marshland 
having  a  gravelly  subsoil,  is  first  to  dig  a  narrow  ditch  to  drain  out 
the  soil  and  later  to  enlarge  the  ditch  to  the  required  size.  At- 
tempts to  dig  the  ditch  to  the  required  size  at  the  start  dictated  this 
practice  because  of  the  caving  of  banks  and  the  filling  of  channels. 

If  the  spoil  banks  are  placed  close  to  the  edge  of  the  ditch  the  tend- 
ency to  cave  is  increased  by  the  superimposed  weight  of  the  spoil 
banks  which  reduces  the  angle  of  repose.  This  practice  has  been 
common  in  western  Iowa,  and  the  rapid  enlargement  of  the  Boyer 
River  ditch  at  both  Missouri  Valley  and  Dunlap  was  due  largely  to 
this  cause,  nearly  all  of  the  spoil  banks  of  these  ditches  having  caved 
into  the  channels.  In  an  effort  to  prevent  such  caving  into  the  chan- 
nels of  Allen  and  Willow  Creeks,  side  slopes  of  about  1  on  2  were  used. 
The  widening  of  a  channel  by  caving  is  greater  for  a  deep  than  for 
a  shallow  channel  since  it  is  apparent  that  in  the  case  of  a  deep  ditch 
the  angle  of  repose  will  intersect  the  ground  surface  at  a  greater 


EROSION   AND   SILTING   OF   DREDGED   DRAINAGE    DITCHES  7 

distance  from  the  edge  of  the  bank.  To  this  cause  may  be  attributed, 
in  part,  the  great  widening  of  the  channels  of  the  Boyer  Kiver  in 
Iowa,  the  South  Forked  Deer  River  at  Roberts,  Tenn.,  and  the 
Bogue  Phalia  in  Mississippi.  Another  cause  of  the  caving  of  banks 
is  undermining  by  erosion,  the  portion  above  the  undermined  sec- 
tion of  the  bank  caving  into  the  channel.  It  is  obvious  that  where  a 
combination  of  the  foregoing  causes  of  caving  operates  on  the  bank 
of  a  ditch  the  caving  action  is  very  rapid. 

Sloughing  of  the  banks  is  very  common  in  the  South  where  alter- 
nate freezing  and  thawing  often  occur  several  times  during  a  single 
spring  season.  The  freezing  heaves  the  soil,  and  when  thawing  takes 
place  the  loosened  soil  moves  down  the  slope  and  the  first  high  water 
thereafter  washes  it  away. 

The  tendency  to  cave  is  greater  for  some  soils  than  for  others, 
depending  upon  the  angle  of  repose.  Soils  in  which  layers  of  sand 
are  found  are  very  susceptible  to  caving.  Alluvial  silt  soils  cave 
more  readily  than  clay  soils.  The  side  slopes  of  all  of  the  channels 
investigated  were  measured  in  order  to  determine  about  what  slopes 
should  be  used  for  different  types  of  soils.  It  was  found  that  for 
strictly  alluvial  soils  in  the  Mississippi  and  Missouri  River  bottoms 
in  the  States  of  Mississippi  and  Iowa  the  average  of  the  side  slopes 
measured  was  1  on  2.  Flatter  slopes  probably  would  be  required 
where  considerable  sand  is  encountered  or  where  the  soil  is  an  ex- 
tremely fine  silt.  Measurements  showed  that  the  average  side  slope 
of  ditches  that  drain  upland  areas  in  Iowa,  Tennessee,  and  Missis- 
sippi was  about  1  on  li^.  The  silty  soils  in  these  comparatively 
narrow  bottoms  are  not  so  fine  as  those  in  the  large  river  bottoms  since 
they  have  been  washed  from  near-by  upland  areas  and  carried  off 
at  relatively  high  velocities. 

Material  that  caves  into  a  channel  is  not  always  carried  away  but 
may  settle  to  the  bottom.  This  happens  where  the  velocity  is  not 
sufficient  to  move  the  caved-in  material,  as  was  the  case  in  some  of 
the  ditches  in  Bolivar  County,  Miss.  In  Figures  9  and  14  are  shown 
cross  sections  of  two  ditches  where  caving  took  place.  In  the  chan- 
nel of  the  North  Forked  Deer  River  the  velocity  was  4.57  feet  per 
second,  sufficient  to  remove  the  caved-in  material,  while  in  the  chan- 
nel of  West  Bogue  Hasty  the  velocity  was  but  0.93  foot  per  second, 
insufficient  to  remove  the  caved-in  material  which  settled  to  the  bot- 
tom. Practically  all  the  material  in  the  bottom  of  this  channel  came 
f  roni  the  caving  banks  since  the  the  entire  watershed  is  flat  land,  and 
erosion  is  negligible.  In  some  instances  the  mean  velocity  was  high 
enough  to  transport  the  material  if  the  bottom  velocities  were  able  to 
pick  it  up.  Again,  some  banks  cave  into  the  channel  as  a  solid  mass 
held  together  by  vegetation  and  roots  which  even  water  flowing  at  a 
high  velocity  fails  to  move.  An  example  of  this  type  of  caving  oc- 
curred in  the  channel  of  the  Little  Sioux  River  cut-off  in  Iowa. 
(PL  22  and  fig.  23.)  From  the  foregoing  it  is  apparent  that  the  cav- 
ing of  ditch  banks  may  be  the  cause  either  of  the  enlargement  or  of 
the  filling  of  a  ditch. 

BACKWATER 

The  effect  of  backwater  is  a  marked  reduction  in  the  velocity  of 
flow  due  to  a  decrease  in  the  slope  of  the  water  surface  caused  by  a 
high  stage  at  the  outlet  of  the  channel.     Where  backwater  occurs 


8  TECHNICAL  BULLETIN   18  4,  U.  S.  DEPT.  OF  AGRICULTURE 

the  velocity  for  any  particular  stage  may  vary  widely.  The  maxi- 
mum occurs  when  the  outlet  channel  is  at  low  stage,  and  the  minimum 
when  an  extreme  flood  stage  is  in  the  outlet  channel.  Hence,  it  is 
apparent  that  the  velocity  may  be  such  as  to  permit  silting  in  the 
channel  at  one  time  and  scouring  at  another.  In  addition  to  widen- 
ing the  channel,  scouring  may  wash  out  much  or  all  of  the  silt  that 
has  accumulated  during  backwater  conditions.  The  Boyer  River 
at  Missouri  Valley,  Iowa,  is  a  good  example  of  this  type  of  chan- 
nel. Backwater  resulting  from  fluctuations  in  its  outlet  channel  (the 
Missouri  River)  happens  frequently  and  has  a  very  decided  influence 
upon  the  deposition  of  silt  in  the  channel.  Where  there  is  consid- 
erable vegetation  in  a  channel,  silt  deposited  during  periods  of  back- 
water may  not  all  be  removed  during  times  of  high  velocity,  and  the 
accumulated  silt  soon  incapacitates  the  ditch.  An  example  of  this  is 
the  Allen  Creek  Channel  near  Missouri  Valley,  Iowa. 

VARIATION  IN  WATER  STAGES 

Since  the  water  supply  of  a  drainage  channel  is  dependent  upon 
rainfall,  and  as  the  duration,  intensity,  and  amount  of  rainfall  are 
subject  to  extreme  variations,  it  is  obvious  that  the  stages  in  the 
drainage  channels  will  likewise  be  subject  to  wide  variations,  rang- 
ing from  a  stage  a  little  above  low  water  for  light  rains  to  one  often 
several  feet  over  the  banks  of  the  channel  for  heavy  rains.  Few 
drainage  channels  have  been  designed  to  carry  the  run-off  from  the 
heaviest  rain.  In  general  the  velocity  in  a  channel  increases  with 
the  stage  so  that  wide  variations  in  velocity  occur,  the  highest  often 
being  sufficient  to  cause  erosion  and  the  lowest  to  permit  silting. 

Often  in  the  case  of  a  channel  running  to  full  capacity  with  a 
high  velocity  and  water  fully  charged  with  silt,  the  water  supply  is 
suddenly  cut  off  by  the  cessation  of  rain ;  this  results  in  the  deposi- 
tion of  much  silt  during  the  rapidly  falling  stage.  Under  such 
conditions  erosion  may  take  place  at  the  high  stage  and  silting 
during  the  falling  stages. 

ENLARGEMENT  OF  CROSS  SECTION 

When,  owing  to  erosion,  a  channel  widens  and  the  velocity  is 
such  as  to  carry  in  suspension  all  of  the  silt  delivered  to  it,  the 
channel  will  maintain  its  original  depth  until  the  velocity  is  so  far 
reduced  as  to  cause  deposit  of  the  charge  of  silt.  As  the  channel 
widens  the  cross-sectional  area  increases  so  that  the  stage  does  not 
rise  so  high  as  formerly  to  remove  the  same  quantity  of  water.  As 
a  result  the  hydraulic  radius  and  the  slope  of  the  water  surface  are 
slightly  reduced  with  an  accompanying  reduction  in  the  velocity. 
Silting  occurs  and  increases  with  each  decrement  of  the  velocity, 
and  a  gradual  filling  takes  place,  which  keeps  pace  with  the  widening 
of  the  channel.  The  deposits  of  sediment  in  Twenty  Mile  and 
Chawappah  Creeks  in  Mississippi  probably  were  caused  chiefly  in 
this  manner.  (Figs.  3  and  4.)  The  same  thing  happened  in  the 
channel  of  the  Boyer  River  at  Dunlap  and  Missouri  Valley,  Iowa, 
but  had  not  proceeded  far  at  the  time  of  the  last  cross-sectional 
measurements.     (Figs.  20  and  21.) 


EPvOSION    AND    SILTING    OF    DREDGED    DRAINAGE    DITCHES  \j 

SILT  CHARGE  IN  STREAMS 

The  silt  in  a  stream  may  be  washed  from  the  surface  of  the  tribu- 
tary watershed,  or  it  may  be  picked  up  or  eroded  from  the^bed  or 
sides  of  the  channel.  If  the  velocity  is  not  sufficient  to  cause  erosion 
or  to  pick  up  material  that  may  cave  into  the  channel,  and  if  erosion 
from  the  watershed  is  negligible,  the  water  will  contain  very  little 
silt  and  there  will  be  practically  no  silting  or  erosion  in  the  channel. 
The  channels  of  Pecan  Bavou  and  East  Bogue  Hasty  in  Mississippi 
are  instances  where  the  foregoing  conditions  prevailed.  If  these 
same  channels  with  their  slight  fall  and  low  velocity  drained  up- 
land areas,  as  is  the  case  with  the  channels  in  Lee  County,  Miss.,  they 
would  silt  up  rapidly. 

The  quantity  of  silt  carried  into  channels  from  upland  watersheds 
is  exceedingly  variable  and  depends  largely  upon  the  intensity  of 
the  rainfall  and  upon  the  susceptibility  of  the  ground  surface  to  ero- 
sion. If  the  land  surface  be  protected  from  erosion,  as  by  systems 
of  good  terraces,  very  little  washing  will  result,  and  the  streams 
will  be  practically  free  of  silt.  With  the  exception  of  the  streams  in 
Bolivar  County,  Miss.,  those  mentioned  in  this  bulletin  were,  during 
maximum  floods,  almost  fully  charged  with  silt  eroded  from  the 
hilly  portions  of  their  watersheds.  When  more  silt  is  contributed  to 
a  channel  than  the  water  can  carry,  the  excess  is  deposited  in  its  bed. 
An  example  of  this  type  of  silting  is  the  Cypress  Creek  ditch  in 
Tennessee  which  has  a  large  fall  and  a  fairly  high  velocity,  but 
which  was  overloaded  with  silt  washed  from  the  comparatively 
steep  hillsides. 

VARIATION  IN  FALL  OF  CHANNELS 

Other  factors  remaining  the  same,  the  velocity  in  a  channel  varies 
about  as  the  square  root  of  the  fall.  Hence,  it  is  apparent  that  if 
the  fall  can  be  changed  at  will  any  desired  velocity  may  be  obtained. 
Advantage  is  taken  of  this  fact  in  controlling  erosion  on  some  streams 
by  building  check  dams  across  them  at  intervals  to  reduce  the  fall  and 
thereby  the  velocity  and  the  eroding  power  of  the  water.  The  same 
principle  is  applied  to  prevent  silting  in  a  channel.  As  is  generally 
known,  the  fall  of  most  channels  decreases  from  the  upper  to  the 
lower  end  of  the  watershed;  sometimes  changes  in  fall  are  very 
abrupt,  but  generally  they  are  gradual.  Other  conditions  being  the 
same,  the  channel  w^U  carry  more  silt  on  the  steeper  than  on  the 
flatter  grades,  and  where  abrupt  changes  occur  and  for  some  dis- 
tance below  that  point  silting  takes  place  until  the  balance  between 
the  silt  carried  and  the  velocity  of  the  water  is  restored. 

The  inference  should  not  be  drawn  from  the  above  that  the 
velocity  in  all  streams  where  the  fall  decreases  grows  less  as  the 
stream  approaches  its  mouth.  Such  is  the  case  only  when  all  other 
conditions  affecting  the  velocity  remain  the  same.  For  example, 
the  velocity  in  the  channel  of  the  South  Forked  Deer  River  at 
Roberts,  Tenn.,  was  found  to  be  higher  than  that  of  the  South 
Forked  Deer  River  above  Roberts,  at  Jackson  and  at  Henderson. 
Although  the  channel  at  Roberts  has  less  fall  than  at  either  of 
the  other  points,  it  has  a  larger  hydraulic  radius  and  a  lower  value 
of  n — both  factors  that  tend  to  produce  a  higher  velocity.  Another 
102889''— 3() 2 


10  TECHNICAL  BULLETIN    18  4,  U.  S.  DEPT.  OF  AGRICULTURE 

example  is  the  Bogue  Phalia  Channel  in  Mississippi  as  compared 
with  the  channel  of  Bogue  Hasty,  a  tributary  of  the  Bogue  Phalia. 
The  most  sudden  variation  in  the  fall  of  drainage  channels  usually 
takes  place  where  a  stream  emerges  from  an  area  of  rolling  and 
hilly  relief  and  enters  the  comparatively  flat  bottom  lands  of  a 
large  river  such  as  the  Missouri  or  the  Mississippi.  Silt  at  high 
velocities  is  brought  down  from  the  hilly  areas  and  deposited  in 
the  bottom-land  channels  of  low  velocity.  Such  a  condition  exists 
where  the  channels  of  Allen  and  Willow  Creeks  emerge  from  the 
hills,  and  the  condition  is  somewhat  aggravated  during  times  of 
backwater  from  the  Missouri  Kiver.  Where  this  condition  requires 
too  frequent  cleaning  out  of  a  ditch  it  can  be  remedied  by  con- 
structing sedimentation  basins  on  the  bottom  land  where  the  stream 
emerges  from  the  hills  as  has  been  done  on  several  streams  in  the 
Burt-Washington  district  in  eastern  Nebraska. 

VOLUME  OF  RUN-OFF  WATER 

Other  factors  being  the  same,  the  total  volume  of  water  that  runs 
off  through  a  channel  increases  with  the  size  of  the  watershed  and 
the  amount  of  rainfall.  Where  the  rainfall  is  the  same,  stages  in 
streams  with  large  watersheds  remain  high  for  a  longer  period  than 
do  those  in  streams  with  small  watersheds.  Thus,  high  stages  in 
the  South  Forked  Deer  River  at  Roberts,  Tenn.,  with  'a  watershed 
area  of  704  square  miles,  continue  usually  several  days,  while  in 
Cypress  Creek  at  Bethel  Springs,  Tenn.,  with  a  watershed  area  of 
6  square  miles,  they  last  only  a  few  hours.  It  is  therefore  apparent 
that  the  time  during  which  erosion  and  silting  occur  is  much  greater 
for  a  channel  with  a  large  watershed  than  for  one  with  a  small 
watershed,  and  this  accounts  for  the  fact  that  erosion  is  sometimes 
slower  in  a  channel  with  a  large  fall  and  small  watershed  than  in 
a  channel  with  a  slight  fall  and  a  large  watershed. 

In  the  case  of  channels  with  watersheds  of  the  same  size  and 
similar  characteristics,  the  greater  erosion  and  silting  will  take 
place  where  the  greater  annual  rainfall  occurs,  since,  for  instance, 
the  length  of  time  that  high  stages  prevail  in  a  ditch  will  be  greater 
where  the  annual  rainfall  is  60  inches  than  where  it  is  only  30  inches. 
This  is  one  of  the  reasons  why,  other  conditions  being  the  same,  ero- 
sion and  silting  progress  more  rapidly  in  the  South  than  in  the 
North,  the  frequency  of  floods  being  much  less  in  the  North  on 
account  of  the  lighter  rainfall. 

EFFECTS   OF   EROSION   AND    SILTING   ON   THE   DISCHARGE 
CAPACITY  OF  A  CHANNEL 

The  discharge  capacity  of  a  channel  may  be  increased  by  erosion  or 
decreased  by  silting.  In  column  9  of  Tables  1,  2,  and  3,  opposite  the 
mean  velocities  in  column  7,  are  given  discharges  that  were  measured 
for  bank-full  stages.  The  other  discharges  in  this  column  were  com- 
puted upon  the  assumption  that  the  value  of  n  for  each  ditch  re- 
mained the  same  as  at  the  time  the  actual  discharges  were  measured. 
Attention  is  particularly  called  to  the  fact  that,  even  where  there 
was  no  change  in  the  value  of  ?^,  an  increase  in  cross-sectional  area 
does  not  necessarily  result  in  an  increased  discharge  capacity  since 


EROSION^    AND   SILTING    OF    DREDGED    DRAINAGE    DITCHES  11 

the  hydraulic  radius  may  decrease  sufficiently,  on  account  of  silting, 
to  oifset  the  increased  cross-sectional  area  caused  by  erosion.  By 
reference  to  the  tables  it  is  seen  that  in  many  instances  decided  in- 
creases in  discharge  capacities  took  place  where  there  was  very  little 
change  in  the  value  of  n^  judging  from  the  condition  of  the  channels 
shown  in  the  photographs.  Drainage  conditions  over  the  bottoms 
drained  by  Twenty  Mile  Creek  in  Mississippi  and  the  North  Forked 
Deer  Eiver  in  Tennessee  improved  greatly  as  a  result  of  the  increased 
discharge  capacities  of  these  channels.  In  both  of  these  instances  a 
considerable  financial  saving  was  effected  by  digging  a  channel 
smaller  than  was  needed  and  allowing  the  action  of  erosion  to  enlarge 
it  to  the  required  size.  It  is  true  that,  in  adopting  this  practice,  the 
benefit  from  erosion  is  not  realized  immediately.  However,  in  the 
case  of  the  North  Forked  Deer  River,  by  the  time  a  large  part  of  the 
land  was  cleared  and  ready  for  cultivation  the  ditch  had  enlarged 
lo  adequate  size. 

On  the  other  hand,  silting  may  occur  and  decrease  the  discharge 
capacity  of  a  ditch,  as  in  the  case  of  Cypress  Creek  near  Bethel 
Springs,  Tenn.  This  is  very  common  where  silt  brought  down  by 
upland  streams  is  deposited  in  channels  extending  through  bottom 
land. 

FIELD  MEASUREMENTS 

Preliminary  to  making  the  cross-sectional  measurements  of  each 
stream,  a  length  of  channel  was  selected  in  which  erosion  and  silting 
were  typical.  These  courses  ranged  in  length  from  300  to  more 
than  1,000  feet.  Within  each  course  from  five  to  eight  cross  sections 
were  made  and  these  measurements  were  repeated  at  intervals  of 
from  one  to  eight  years.  The  measurements  were  repeated  once  for 
some  streams  and  twice  for  others. 

At  the  time  the  first  cross  sections  were  made,  measurements  of  the 
surface  slope  and  velocity  of  flow  were  also  made  to  determine  the 
roughness  coefficient,  7^,  in  Kutter's  formula.  The  results  of  these 
latter  experiments  and  the  methods  of  making  measurements  are 
presented  in  Technical  Bulletin  129.^  However,  some  of  the  results 
are  included  in  this  bulletin  to  show  the  relation  existing  between 
silting  and  erosion,  and  the  hydraulic  elements  in  a  channel. 

COMPUTATIONS 

The  mean  cross-sectional  areas  given  in  Tables  1  to  3  were  deter- 
mined in  tlie  following  manner:  The  several  cross  sections  along  a 
course  were  plotted  on  cross-section  paper;  these  were  then  super- 
imposed so  that  the  center  lines  and  the  water-surface  lines  for  a 
bank-full  stage  coincided;  a  mean  cross-section  line  Avas  then  deter- 
mined for  each  set  of  measurements,  and  these  were  plotted  as  shown 
in  Figures  2  to  23,  inclusive,  one  over  another  as  described  above. 
Any  change  in  the  channels  during  the  period  of  observation  is 
thus  evident.  The  original  cross  sections  of  the  ditches,  according 
to  the  engineer's  specifications,  are  also  plotted  with  the  mean  cross 
sections,  but  it  should  be  remembered  that  a  dredged  section  seldom 
conforms  closely  to  the  specified  dimensions. 

1  Ramser,  C.  E.  flow  of  water  in  drainage  channels.  U.  S.  Dept.  Agr.  Tech.  Bull. 
129,  104  p.,  lllus.     1929. 


12  TECHNICAL  BULLETIN   184,  U.  S.  DEPT.  OF  AGEICXJLTUKE 

The  water-surface  line  for  bank-full  stage  was  plotted  on  both  the 
mean  cross  sections  and  the  several  measured  cross  sections.  In 
cases  where  the  spoil  banks  serve  as  levees  this  line  was  taken  as 
level  with  the  ground  surface  outside  the  levees.  For  that  part  of 
each  mean  cross  section  below  the  water-surface  line  the  cross-sec- 
tional area,  wetted  perimeter,  top  width,  and  average  depth,  which 
thus  represent  the  mean  values  in  that  course  of  the  channel,  were 
determined.  The  cross-sectional  areas  were  measured  with  plani- 
meter.  The  hydraulic  radius  for  each  mean  section  was  computed  by 
dividing  the  cross-sectional  area  by  the  wetted  perimeter.  Values 
of  nonsilting  velocities  corresponding  to  the  average  maximum 
depths  were  taken  from  the  curve  representing  Kennedy's  formula. 
(Fig.  1.)  Computations  for  values  of  71  in  Kutter's  formula  were 
made  in  the  manner  described  in  Technical  Bulletin  129. 

TABULATED  RESULTS 

Tables  1  to  3  show  the  hydraulic  elements  of  the  channels  together 
with  data  relating  to  the  changes  in  the  channels  due  to  erosion  and 
silting.  In  most  cases  the  cross-sectional  area  given  as  of  the  time 
the  ditch  was  constructed  is  based  upon  the  dimensions  given  in  the 
engineer's  specifications  for  the  channel.  Usually  a  ditch  is  dug  a 
little  wider  and  a  little  deeper  than  the  specifications  require,  but  it 
may  be  dug  smaller.  Consequently  not  much  dependence  can  be 
placed  upon  these  areas,  and  they  are  of  little  significance  where 
only  a  slight  change  has  taken  place  in  the  channel.  Where  a  very 
great  change  has  occurred,  as  in  the  Boyer  Eiver  at  Dunlap,  Iowa, 
the  probable  error  in  the  original  area  at  construction  would  not  be 
large  enough  to  aifect  materially  the  percentage  of  change  in  the 
cross  section. 

In  column  7  are  given  the  mean  velocities  in  the  channels  which 
were  measured  at  about  the  time  the  cross-sectional  measurements 
opposite  which  they  are  placed  in  the  table  were  made,  and  in  column 
8  are  shown  the  velocities  corresponding  to  the  average  maximum 
depth  for  each  channel  as  computed  by  Kennedy's  formula. 

Column  9  shows  the  discharges  of  the  channels  in  cubic  feet  per 
second.  The  values  given  opposite  the  velocities  (column  7)  were 
obtained  by  actual  gagings.  The  other  values  were  computed  by 
using  the  values  of  slope  and  72,  which  are  given  in  columns  13  and 
14,  and  which  were  determined  at  the  time  the  gagings  were  made. 
The  discharge  values  are  given  to  show  the  effect  of  erosion  or  silt- 
ing upon  the  discharge  capacity  of  a  channel  provided  no  change 
in  the  roughness  coefficient  occurs. 

The  mean  maximum  depths  and  mean  top  widths  of  each  chan- 
nel are  given  in  columns  10  and  11 ;  these  values  indicate  the  changes 
in  depth  and  width  caused  by  erosion  and  silting.  Column  12  shows 
the  mean  hydraulic  radii,  changes  in  which  indicate  variations  in 
the  hydraulic  efficiencies  of  the  channels,  other  factors  remaining  the 
same. 

In  column  15  are  given  the  depths  at  which  the  water  stood  over 
the  banks  for  floods  during  the  season  in  which  the  discharge  meas- 
urements were  made. 


EROSION  AND  SILTING   OF  DREDGED   DRAINAGE   DITCHES 


13 


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Mud  Creek  near  Tupelo, 
Miss. 

Twenty  Mile  Creek  near 
Baldwyn,  Miss. 

Chawappah  Creek  near 
Shannon,  Miss. 

Coonewah    Creek    near 
Shannon,  Miss. 

Bogue  Phalia  near  Helm, 
Miss. 

Bogue  Hasty  near  Shaw, 
Miss. 

Pecan  Bayou  near  Shaw, 
Miss. 

West  Bogue  Hasty  near 
Shaw,  Miss. 

East  Bogue  Hasty  near 
Shaw,  Miss. 

0 

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0 

14         TECHNICAL  BULLETIN   18  4,  V,  S.  DEPT.  OP  AGRICULTURE 


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South  Forked  Doer  River 
near  Roberts,  Tenn. 

South  Forked  Deer  River 
near  Jackson,  Tenn. 

South  Forked  Deer  River 
near  Henderson,  Tenn. 

North  Forked  Deer  River 
near  Trenton,  Tenn. 

Huggins  Creek  near  Fin- 
ger, Tenn. 

Sugar  Creek  near  Hen- 
derson, Tenn. 

Cypress  Creek  near  Bethel 
Springs,  Tenn. 

m  53 


•sa 


EROSION   AND   SILTING   OF  DREDGED   DRAINAGE    DITCHES 


15 


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/June,  1917 

i  May,  1921 

/June,  1917 

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1910 

Apr.,  1916 

June,  1917 

May,  1921 

1910 

Apr.,  1916 

June,  1917 

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June,"  191 7' 
May,  1921 
1910 
]  June,  1916 
[July,  1917 

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^    22       2          8       S       ?J 

' 

- 

Allen  Creek  near  Missouri 
Valley,  Iowa. 

Willow  Creek  near  Mis- 
souri Valley,  Iowa. 

Boyer   River  near  Mis- 
souri Valley,  Iowa. 

Boyer  River  near  Dunlap, 

1 

1 

cent,  lowa. 

Little  Sioux  River  cut-ofl 
near  Turin,  Iowa. 

•e2 


16         TECHNICAL  BULLETIN   184,  U.  S.  DEPT.  OF  AGRICULTURE 


Columns  16,  IT,  and  18  show  the  time  that  elapsed  between  the 
measurements  as  numbered  in  column  3.  In  columns  19  and  20 
are  given  the  per  cent  changes  in  the  cross-sectional  areas  and  the 
discharges  during  the  periods  between  the  measurements  indicated 
in  columns  17  and  18.  Usually  two  values  are  given  for  each  ditch, 
the  first  value  indicating  change  that  occurred  between  construction 
and  the  final  measurements  and  the  second  indicating  change  be- 
tween the  first  and  the  final  measurements.  Columns  21  and  22 
give  the  changes  in  depth  and  top  width,  showing  whether  silting 
or  erosion  took  place  during  the  period  of  observation. 

DESCRIPTION       OF 
CHANNELS 

STREAMS   IN  LEE 
COUNTY,  MISS. 

Measurements  of 
the  following  four 
channels  were  made 
in  Lee  County, Miss. : 
Mud  Creek,  Twenty 
Mile  Creek,  Chaw- 
appah  Creek,  and 
Coonewah  Creek. 
Each  of  these  chan- 
nels was  nearly  10 
years  old  at  the  time 
of  the  last  measure- 
ments and  they 
therefore  afford  a 
good  opportunity 
for  the  study  of  ero- 
sion and  silting. 
The  conditions  in 
these  channels  are 
typical  of  those  in 
the  uplands  of  Mis- 
sissippi and  adja- 
cent States  where 
the  watershed  areas 
range  from  about  50 
to  150  square  miles,  and  where  there  is  considerable  fall.  The  rough 
and  rather  steep  watersheds  are  subject  to  rapid  erosion  and  the 
streams  at  flood  stages  are  therefore  heavily  laden  with  silt  and  sand. 
The  annual  rainfall  is  about  50  inches. 


Figure  2. — Cross  sections  of  Mud  Creek  near  Tupelo,  Miss. 


MUD  C 


Cross  sections  of  this  channel  were  measured  along  a  course  1,194 
feet  in  length  just  above  the  highway  bridge  about  1  mile  east  of 
Tupelo.  The  first  measurements  were  made  about  one  year  after 
the  channel  was  excavated,  and  the  last  measurements  about  eight 
years  after  the  first.  From  Plate  1  it  is  apparent  that  the  channel 
deteriorated  greatly,  having  become  choked  with  a  growth  of  weeds, 


Technical  Bulletin  184,  U.  S.  Dept.  of  Agriculture 


PLATE   1 


Mud  Creek,  Miss.  :  A,  February,  11)13  ;  B,  May,  11)21 
102889"— 30 3 


Technical  Bulletin  184.  U.  S.  Dept.  of  Agriculture 


PLATE  2 


Twenty  Mile  Creek,  Miss. :  A,  February,  1913 ;  B,  December,  1920 


EEOSIOX    AND   SILTIXG    OF   DREDGED    DRAINAGE    DITCHES 


19 


sprouts,  and  willows.  Although  the  stream  has  a  comparatively 
good  fall  the  rate  of  enlargement  due  to  erosion  was  relatively  slow 
(fig.  2)  since  the  vegetation  in  the  channel  tended  to  decrease  the 
velocity  and  protect  the  soil  from  erosion.  The  soil  is  an  alluvial, 
sandy,  waxlike  clay. 


TWENTY    MILE   CREEK 


In  this  channel  measurements  were  made  over  a  course  324  feet 
long  below  the  highway  bridge  about  1  mile  east  of  Baldwyn.  By 
referring  to  Table  1,  it  is  seen  that  this  channel  increased  rapidly,  in 
both  depth  and  width,  for  several  years  after  construction;  then 
sedimentation  began  and,  while  the  widening  continued,  a  consider- 
able decrease  in  depth  occurred  as  is  shown  in  Figure  3.  The  large 
fall,  freedom  from  vegetation  (pi.  2),  and  susceptibility  of  the  banks 
to  caving  were  principally  responsible  for  the  rapid  widening  and 
-erosion  of  this  channel.  The  sandy  nature  of  the  soil  rendered  the 
banks  particularly  subject  to  caving,  which  was  greatly  accelerated 
by  the  weight  of  the  spoil  banks  placed  near  the  edge  of  the  ditch. 
During  the  first  few  years  after  construction  the  water  carried  away 
most  of  the  material  that  caved  into  the  channel;  but  when  caving 


Figure  3. — Cross  section  of  Twenty  Mile  Creek  near  Baldwyn,  Miss. 

of  the  spoil  banks  began,  the  material  fell  into  the  channel  faster 
than  it  could  be  carried  away  by  the  water  and  much  of  it  settled  to 
the  bottom.  A  part  of  the  sediment  was  caused  by  silt  and  sand 
washed  from  the  hills  during  floods,  some  of  which  was  deposited 
in  the  channel  when  the  floods  subsided.  Moreover,  the  velocity  in 
the  channel  was  decreased  from  year  to  year  as  the  cross  section  grew 
larger.  Figure  3  indicates  the  extent  to  which  sediment  was  de- 
posited. The  soil  is  a  w^axy  clay  loam  containing  considerable  sand 
which  makes  it  particularly  susceptible  to  erosion.  Since  construc- 
tion, drainage  conditions  have  continued  to  improve  with  the  increas- 
ing discharge  capacity  of  the  channel. 

CHAWAPPAH    CKJEEK 

Measurements  of  this  channel  were  made  along  a  course  320  feet 
in  length  between  the  highway  and  the  railroad  bridges  one-half 
mile  south  of  Shannon.  The  conditions  governing  erosion  and  silt- 
ing on  this  channel  were  almost  identical  with  those  of  Twenty  Mile 
Creek,  except  that  possibly  the  soil  does  not  erode  so  easily.  (Fig. 
4.)  The  channel  was  practically  free  of  vegetation  in  1913,  and 
except  for  a  few  small  saplings  contained  little  in  1921.  (PI.  3.) 
The  soil  varies  from  a  sandy  loam  at  the  top  to  a  waxy  clay  at  the 


Technical  Bulletin  184,  U.  S.  Dept.  of  Agriculture 


PLATE  3 


Chawappah  Creek,  Miss. :  A,  February,  1913 ;  B,  May,  1921 


EKOSION    AND    SILTING    OF   DREDGED    DRAINAGE    DITCHES 


21 


bottom.  The  discharge  capacity  increased,  but  not  as  much  as  in 
the  case  of  Twenty  Mile  Creek,  since  the  hydraulic  radius  decreased 
after  1913,  while  that  of  Twenty  Mile  Creek  showed  a  small  increase. 
The  increase  in  discharge  capacity  between  1913  and  1921  was  not 
sufficient  to  cause  much  improvement  in  drainage  conditions,  while 
the  increase  prior  to  that  time  effected  a  very  decided  improvement. 


COONEWAH    CREEK 


Cross  sections  of  this  channel  were  measured  along  a  course  of 
450    feet    between    the    highway    and    the    railroad    bridge    about 


Figure  4. — Cross  section  of  Chawappah  Creek  near  Shannon,  Miss. 

three-fourths  of  a  mile  north  of  Shannon.  During  the  first  few 
years  after  construction  this  channel  was  practically  free  of  vegeta- 
tion, and  its  enlargement  due  to  erosion  and  caving  of  the  banks 
was  very  rapid.  (PL  4  and  fig.  5.)  A  growth  of  heavy  grass 
then  appeared  in  the  channel ;  erosion  was  checked  and  silting  took 
place,  giving  the  condition  of  the  channel  as  at  the  last  measure- 
ments. Later,  the  channel  was  cleaned  out  and  somew^hat  enlarged 
by  the  use  of  dynamite.  The  view  in  Plate  4,  B,  was  taken  after 
this  work  was  done.  The  soil  is  a  sandy  clay  loam.  The  increase 
in  discharge  capacity  since  construction  resulted  in  improved 
drainage  conditions. 


Figure  5. — Cross  section  of  Coonewah  Creek,  near  Sliannon,  Miss. 
STREAMS  IN  BOLIVAR  COUNTY,  MISS. 

Five  streams  in  Bolivar  County  measured  were  Bogue  Phalia, 
Bogue  Hasty,  Pecan  Bayou,  West  Bogue  Hasty,  and  East  Bogue 
Hasty.  The  watershed  areas  vary  in  size  from  13  square  miles 
for  Pecan  Bayou  to  323  square  miles  for  Bogue  Phalia.  The  water- 
sheds of  these  channels  are  practically  flat,  the  streams  being  in  a 
part  of  the  bottom  lands  of  the  Mississippi  River  commonly  known 
as  the  Delta. 

Erosion  and  silting  conditions  in  Bolivar  County  are  quite  differ- 
ent from  those  in  Lee  County.  Practically  no  erosion  occurs  on  the 
w^atersheds  in  Bolivar  County,  so  that  what  little  silt  is  found  in  the 


Technical  Bulletin  184.  U.  S.  Dept.  of  Agriculture 


PLATE  4 


Cuunewah  Creek,  Miss. :  A,  Febnuny,  lUlo  ;  B,  May,  1«J21 


EROSION    AND    SILTING    OF   DREDGED    DRAINAGE    DITCHES 


23 


channels  is  eroded  from  the  banks  and  bed.  Excepting  Bogue 
Phalia,  no  appreciable  erosion  occurred  in  these  channels,  the 
hydraulic  radius  and  fall  being  too  small  to  produce  sufficient 
velocity  to  cause  erosion.  Although  Bogue  Phalia  has  only  a  slight 
fall,  it  has  a  large  hydraulic  radius  to  which  is  due  the  high  velocity 
that  results  in  considerable  erosion.  Conditions  governing  silting 
and  erosion  in  Bolivar  County  are  typical  of  those  prevailing  on  the 
bottom  lands  of  most  large  rivers  where  the  watersheds  of  the  tribu- 
tary streams  are  confined  to  the  bottom  lands.  The  annual  rainfall 
is  about  50  inches. 


BOGUE  PHALIA 


Measurements  of  this  channel  were  made  on  a  course  1,003  feet 
long  located  about  one-half  mile  above  the  bridge  of  the  Yazoo  & 
Mississippi  Valley  Eailroad  about  2  miles  from  Helm.  Up  to  the 
time  the  first  measurements  were  made  (January,  1915)  the  chan- 
nel had  increased  in  depth,  width,  and  hydraulic  radius.  (Fig.  6.) 
After  that  a  slight  increase  in  the  depth  and  a  considerable  increase 
in  the  width  occurred,  but  the  hydraulic  radius  did  not  change 
greatly.  The  bottom  was  covered  with  about  one-half  foot  of  sand, 
and  considerable  vegetation,  such  as  willow  and  cottonwood  sap- 
lings, was  found  in  the  channel  at  the  time  the  measurements  were 


Figure   6. — Cross  section  of  Bogue  Phalia,  near  Helm,   Miss. 

made  in  1921.  (PI.  5,  B.)  A  view  of  the  same  course  of  channel 
taken  during  April,  1915,  is  shown  in  Plate  5,  A.  At  that  time  the 
channel  contained  very  little  vegetation,  and  the  banks  were  slough- 
ing off  very  rapidly.  This  action  was  caused  by  the  sandy  nature 
of  the  soil,  the  great  depth  of  channel,  and  the  effect  of  frost.  Some 
undermining  of  the  banks  resulted  from  the  washing  away  of  sandy 
layers  in  the  soil.  When  the  widening  of  the  channel  reached  the 
spoil  banks  the  caving  action  was  greatly  increased  by  the  weight 
of  the  latter.  When  the  slight  fall  of  the  channel  is  considered, 
the  velocity  appears  to  be  rather  high,  a  condition  due  to  the  large 
hydraulic  radius  and  the  low  frictional  resistance  to  flow.  The 
upper  soil  is  a  clay  loam,  below  which  is  a  sandy  loam» 


BOGUE  HASTY 


A  course  of  1,039  feet  just  above  the  highway  bridge  about  3 
miles  west  of  Shaw  was  selected.  Table  1  shows  that  the  velocity  in 
this  channel  was  low,  being  only  half  that  in  the  channel  of  Bogue 
Phalia.  The  slight  increase  in  cross-sectional  area  was  chiefly  due 
to  sloughing  of  the  banks.  (Fig.  7.)  When  the  measurements  were 
made  in  1915  the  upper  part  of  the  channel  was  covered  with  weeds 
and  small  tree  sprouts.     This  growth  increased  from  year  to  year 


Technical  Bulletin  184,  U.  S.  Dept.  of  Agriculture 


Plate  5 


Bugue  I'halia,  Mis«.  :  A,  April,  VJlo  ;  JJ,  May,  1^21 


EROSION    AND    SILTING    OF    DREDGED    DRAINAGE    DITCHES 


25 


until  by  1920,  when  the  growth  was  removed,  the  channel  had  become 
choked  with  small  willow  and  cottonwood  trees.  Views  of  the  chan- 
nel are  shown  in  Plate  6.  The  upper  soil  of  the  channel  is  a  dark, 
silty  loam,  and  the  lower  a  dark-yellow  clay,  which  is  sticky  when 
wet  and  which  cracks  and  crumbles  when  dry. 


Figure  7. — Cross  section  of  Bogue  Hasty,  near  Shaw,  Miss. 


PECAN   BAYOU 


Cross-sectional  measurements  of  this  channel  were  made  along  a 
course  of  665  feet,  about  600  feet  above  the  highway  bridge  5  miles 
south  of  Skene  and  about  3  miles  northwest  of  Shaw.  This  chan- 
nel has  a  very  low  velocity  and  little  fall.     The  cross-sectional  area 


Figure  8. — Cross  section  of  Pecan  Bayou,  near  Shaw,  Miss. 

decreased  slightly  between  1914  and  1921  due  to  silting  caused  largely 
by  vegetation  which  grew  up  in  the  channel.  (Fig.  8.)  Had  it  not 
been  for  this  growth,  the  channel  would  no  doubt  have  undergone 
little  chanire.     (PL  7.)     The  soil  is  a  dark  waxy  clay. 


Figure  9. — Cross  section  of  West  Bogue  Hasty,  near  Shaw,  Miss. 


WEST  BOGUE  HASTY 

Measurements  of  this  channel  were  made  along  a  course  of  757 
feet  above  the  highway  bridge  about  1  mile  east  of  Litton  and  6  miles 
northwest  of  Shaw.  This  channel  has  a  very  low  velocity;  a  slight 
increase  in  the  cross  section  of  the  channel  resulted  from  the  tendencv 
of  the  banks  to  slough  when  alternate  freezing  and  thawing  occurrea. 
As  shown  in  Figure  9,  the  channel  decreased  in  depth  and  gained 
in  width. 

102889°— 30 4 


Technical  Bulletin  184,  U.  S.  Dcpt.  of  Agriculture 


PLATE  6 


Bogue  Hasty,  Miss. :  A,  April,  1915  ;  B,  May,  1921 


Technical  Bulletin  184.  U.  S.  Dept.  of  Agriculture 


PLATE  7 


Pecan  Bayou,  Miss. :  A,  April,  1913 ;  B,  May,  1921 


Technical  Bulletin  184.  U.  S.  Dept.  of  Agriculture 


PLATE  8 


West  Bogue  Hasty,  Miss.  :  A.  April,   1915  ;  B,  May,   1921 


EEOSIOX    AXD    SILTIXO    OF    DREDGED    DRAINAGE    DITCHES 


29 


Views  of  the  channel  are  presented  in  Plate  8.  In  1915  a  few 
weeds  were  found  on  the  slopes,  and  between  that  time  and  1920, 
w4ien  the  channel  was  cleared,  a  thicket  of  brush,  sprouts,  and 
small  saplings  grew  up.  Plate  8,  B,  shows  the  banks  lined  with  a 
thick,  short  growth  of  vegetation  which  sprang  up  after  the  channel 
was  cleared  in  1920.  The  soil  is  similar  to  that  found  in  the  channel 
of  Bogue  Hasty. 

EAST  BOGUE  HASTY 

For  measurements  of  this  channel  a  course  502  feet  long  just  above 
the  highway  bridge  about  2  miles  east  of  Litton  and  5  miles  north- 
w^est  of  Shaw  was  selected.  Between  November,  1914,  and  May, 
1921,  this  channel  decreased  in  cross-sectional  area  on  account  of 
silting.  (Fig.  10.)  No  doubt  this  silting  was  caused  by  the  thick 
growth  of  sprouts  and  saplings  that  sprang  up  in  the  channel  be- 
tween 1915  and  1920,  when  the  channel  was  cleared.  Views  of  the 
channel  are  shown  in  Plate  9.  The  soil  is  a  dark  clay  which  cracks 
and  crumbles  when  dry. 

STREAMS  IN  WESTERN  TENNESSEE 

Measurements  of  seven  channels  were  made  in  western  Tennessee : 
South   Forked  Deer   Kiver   at  Eoberts,  Jackson,   and   Henderson; 


Figure  10. — Cross  section  of  East  Bogue  Hasty  near  Shaw,  Miss. 

Xorth  Forked  Deer  Eiver;  Huggins  Creek;  Sugar  Creek;  and  Cy- 
press Creek.  The  watersheds  vary  in  size  from  6  square  miles  for 
Cypress  Creek  to  704  square  miles  for  the  South  Forked  Deer  Kiver 
at  Roberts.  Conditions  as  to  erosion  and  silting  in  these  channels  are 
similar  to  those  found  in  the  channels  in  Lee  County,  Miss.  How- 
ever, they  cover  a  much  wider  range  with  respect  to  areas  of  water- 
sheds and  size  of  channels.  The  topography  of  these  watersheds 
ranges  from  gently  rolling  to  very  rough  and  hilly,  and  considerable 
surface  erosion  occurs.     The  annual  rainfall  is  about  50  inches. 


SOUTH  FORKED  DEER  RIVER,    NEAR  ROBERTS,   TENN. 

Cross  sections  of  this  channel  were  measured  along  a  course  1,412 
feet  in  length  just  above  the  highway  bridge  about  1  mile  south  of 
Roberts.  Since  construction  the  channel  has  been  quite  free  from 
irregularities  in  the  sides  and  bed  and  practically  free  from  vegeta- 
tion. Although  it  has  a  comparatively  slight  fall,  its  high  velocity, 
which  has  caused  a  rapid  rate  of  erosion,  is  due  to  its  large  hydraulic 
radius  and  low  frictional  resistance  to  flow  as  indicated  by  the  low 
value  of  n  obtained.  The  hydraulic  radius  and  the  cross-sectional 
area  increased  materially  between  1915  and  1921.     (Fig.  11.)     This 


Teclinical  Bulletin  184,  U.  S.  Dept.  of  Agriculture 


East  Bogue  Habty,  Miss. :  A,  April,  1915  ;  B,  May,   1921 


South    Forked    Deer    River    noar    IlolxM-ts,    Tenn. :  A,    July,    1917 
B,   May,   1921 


32  TECHNICAL  BULLETIN   18  4,  U.  S.  DEPT.  OF  AGRICULTURE 

increase  came  from  a  widening  of  the  channel  due  both  to  the  caving 
of  the  banks  after  the  recession  of  floods  and  to  erosion  of  the  soil. 
The  soil  is  an  alluvial  silt  loam.  Views  of  the  channel  are  shown 
in  Plate  10. 

SOUTH    FOEKED    DEER    RIVEK    NELAR    JACKSON,    TENN. 

The  channel  at  this  point  was  cross-sectioned  along  a  course  of 
952  feet  above  the  Bolivar  Levee  road  bridge  about  one  half  mile 
from  Jackson.  Although  the  channel  at  this  point  has  a  much 
greater  fall  than  at  Eoberts,  yet  the  velocity  is  slightly  less  since 


Figure  11. — Cross  section  of  South  Forked  Deer  River  near  Roberts,  Tenn. 

it  has  a  smaller  hydraulic  radius  and  a  greater  resistance  to  flow 
as  indicated  by  the  values  of  n  obtained  for  the  respective  channels. 
(Table  2.)  A  fair  comparison  of  the  rates  of  erosion  of  the  two 
channels  can  not  be  made  since  only  a  short  time  elapsed  between  the 
two  sets  of  cross-sectional  measurements  at  Jackson.  The  soil  is  a 
firm,  waxy  clay  and  does  not  seem  to  erode  or  cave  easily.  Between 
January,  1917,  and  August,  1918,  the  channel  increased  in  depth 
but  not  in  width.  (Fig.  12.)  There  was  practically  no  vegeta- 
tion in  the  channel  as  may  be  seen  from  the  views  in  Plate  11. 


Figure  12. — Cross  section  of  South  Forled  Deer  River  near  Jackson,  Tenn. 


SOUTH  FORKED  DEER  RIVER  NEAR  HENDERSON,  TENN. 

Cross  sections  were  measured  along  a  course  of  624  feet  above  the 
steel  highway  bridge  about  2  miles  east  of  Henderson.  This  channel 
was  not  enlarging  as  fast  here  as  at  Jackson  and  Roberts  since  it  had 
a  smaller  hydraulic  radius  and  a  lower  velocity.  As  may  be  seen  in 
the  views  in  Plate  12,  there  was  not  much  vegetation  in  the  channel 
and  the  banks  were  irregular  and  caving.  Silting  amounting  to 
over  one-half  foot  in  depth  occurred  between  April,  1916,  and  May, 
1921,  when  the  channel  was  in  good  condition  and  had  increased  con- 
siderably in  discharge  capacity  since  construction.  (Fig.  13.)  The 
soil  is  a  silty  loam. 


Technical  Bulletin  184,  U.  S.  Dept.  of  Agriculture 


PLATE    1  1 


MWMt-l 


South   Forked   Ducr   Uivor  near  Jackson,   Tciui.  :  A,   June,    Jl)i«  ; 
B,  May,  1021 


34 


TECHNICAL  BULLETIN   18  4,  U.  S.  DEPT.  OF  AGRICULTURE 


NORTH    FORKED    DEE31   RIVER 

This  channel  was  measured  along  a  course  700  feet  in  length  above 
the  Huntingdon  Levee  road  about  one-half  mile  from  Trenton.  The 
high  velocity  of  flow  was  partly  caused  by  the  low  frictional  re- 
sistance, there  being  very  little  vegetation  in  the  channel  as  may  be 
seen  from  the  views  in  Plate  13.  The  erosive  action  of  the  water  on 
the  sides  and  bed  of  the  channel  and  the  caving  and  sloughing  of 
the  banks  caused  an  enlargement  in  both  depth  and  width  of  tlie 
channel.  An  idea  as  to  the  progressive  erosion  of  the  channel  can 
be  obtained  from  Figure  14.  The  soil  varies  from  an  alluvial 
silty  loam  at  the  top  to  a  heavy  silty  clay  at  the  bottom  of  the  chan- 


PiGURE  13. — South  Forked  Deer  River  near  Henderson,  Tenn. 

nel  and  is  quite  susceptible  to  erosion.  The  increase  in  discharge 
capacity  of  this  channel  since  construction  has  greatly  improved 
drainage  conditions. 

HUGGINS   CREEK 

Cross  sections  of  this  channel  were  measured  along  a  course  of 
914  feet  above  the  highway  bridge  located  about  100  yards  east  of 
the  Mobile  &  Ohio  Railroad  near  Finger.  This  channel  is  very 
irregular,  and  the  side  slopes  are  covered  with  vegetation,  both 
factors  contributing  to  the  low  velocity.  (PL  14.)  Moreover,  the 
channel  is  small  and  has  a  small  hydraulic  radius.     The  vegetation 


Figure  14. — Cross  section  of  North  Forked  Deer  River,  near  Trenton,  Tenn. 

to  a  considerable  extent  prevented  erosion,  and  the  velocity  of  the 
water  w^as  insufficient  to  pick  up  all  the  material  that  sloughed  off 
the  banks  of  the  channel.  This  and  the  Sugar  Creek  Channel  are 
examples  of  a  very  slow  rate  in  the  enlargement  of  a  channel  even 
w^here  the  slope  is  comparatively  great.  The  soil  is  principally  a 
heavy  silty  loam.    See  Figure  15  for  cross  sections. 

SUGAR  CREEK 

Measurements  of  cross  sections  of  this  channel  were  made  along 
a  course  of  669  feet,  half  of  the  course  being  straight  and  half  a 
smooth,  easy  curve.    Both  the  sides  and  bottom  of  the  channel  were 


Technical  Bulletin  184,  U.S.  Dept.  of  Agriculture 


PLATE  1  2 


South  Forked  licer  Kivci-  near  ll(iid(us(»n,  'rcim.  :   A.  Aiuii, 


May,  1921 


Technical  Bulletin  184.  U.  S.  Dept.  of  Agriculture 


PLATE   13 


North  Forked  Deer  River,  Teiin. :  A,  April,   1916  ;  B,  May,  1921 


Technical  Bulletin  184.  U.  S.  Dept.  of  Agriculture 


PLATE   14 


lluygiiLS  Civik,  itnn.  :  A,  July,  I'JlT  ;   U,  May,  1921 


Technical  Bulletin  184,  U.  S.  Dept.  of  Agriculture 


PLATE   15 


\L                                        "^911 

•• 

B 

Sugar  Creek,  Tenn.  :  A.  June,  1917  ;  B,  May,  1921 


EEOSION    AND   SILTING    OF   DREDGED    DRAINAGE    DITCHES 


39 


irregular.  (PL  15.)  As  shown  in  Plate  15,  A,  there  was  practically 
no  vegetation  in  the  channel,  whereas  in  May,  1921,  some  vegetation 
was  present,  as  indicated  by  Plate  15,  B.  Although  the  channel  had 
more  fall  than  any  of  the  channels  heretofore  mentioned  in  this 
group,  yet  a  much  lower  velocity  prevailed  because  the  frictional 


Figure  15. — Cross  section  of  Iluggins  Creek  dredged  channel,  near  Finger,  Tenn. 

resistance  to  flow  was  large  and  the  hydraulic  radius  small.  Atten- 
tion is  particularly  called  to  this  fact  since  an  opinion  commonly 
prevails  that  the  greatest  erosion  takes  place  in  a  channel  with  the 
greatest  fall  regardless  of  the  other  factors.  The  soil  in  the  channel 
is  a  light-yellow  clay,  very  tenacious  and  much  less  easily  eroded 
than  the  soil  in  the  channel  of  South  Forked  Deer  Eiver.     Cross 


Figure  1G. — Cross  section  of  Sugar  Creeli,  near  Henderson,  Tenn. 

sections  in  Figure  16  show  that  the  rate  of  erosion  in  this  channel 
w^as  comparatively  slow  during  the  period  of  observation. 

CYPRESS    CKEIEIC 

Cross  sections  of  this  channel  were  measured  along  a  course  308 
feet  long  above  the  highw^ay  bridge  at  Bethel  Springs.  This  channel 
increased  in  width  on  account  of  erosion  of  the  banks,  but  not  much 


Figure  17, — Cross  section  of  Cypress  Creelj,  near  Cethcl  Springs,  Tenn. 

change  occurred  in  sectional  area  because  the  channel  decreased  in 
depth  as  a  result  of  the  deposition  of  silt  and  sand.  (Fig.  IT.)  This 
may  seem  unusual  since  Cypress  Creek  has  a  much  greater  fall  than 
any  of  the  other  measured  channels  in  Tennessee.  However,  its 
hydraulic  radius  is  very  small,  and  the  side  slopes  are  protected  from 
erosion  by  vegetation.     (PI.  16.)     The  silt  and  sand  in  the  bottom  of 


Technical  Bulletin  184,  U.  S.  Dept.  of  Agriculture 


PLATE   16 


Cypress  Creek,  Tenn. :  A,  August,  1917  ;  B,  May,  1921 


EROSION   AND   SILTING   OF   DREDGED    DRAINAGE    DITCHES  41 

the  channel  come  principally  from  the  watershed  where  erosion  is 
very  active.  Although  the  channel  has  a  fairly  high  velocity,  the 
Avater  is  overloaded  with  soil  washed  from  the  hill  slopes  and  is  forced 
to  drop  part  of  it  in  the  channel.  The  deposition  of  silt  is  due  also 
to  the  rapid  decrease  in  discharge  and  consequent  decrease  in  velocity 
following  floods.  Because  of  the  slight  depth  of  the  channel  very 
little  caving  of  the  banks  has  occurred. 

STREAMS   IN   WESTERN   IOWA 

Measurements  of  six  channels  in  western  Iowa  were  made :  Allen 
Creek,  Willow  Creek,  Boyer  River  at  Missouri  Valley  and  at  Dunlap, 
Pigeon  Creek,  and  Little  Sioux  Eiver  cut-oif.  The  watershed  areas 
of  these  streams  vary  from  59  square  miles  for  Allen  Creek  to  2,680 
square  miles  for  the  Little  Sioux  Eiver  cut-off.  The  watersheds  lie 
principally  in  the  uplands,  which  vary  from  undulating  to  rolling 
and  rough,  and  the  ground  surface  is  subject  to  considerable  erosion ; 
during  floods  the  streams  are  therefore  heavily  charged  with  the 
eroded  soil.  During  one  of  the  largest  floods  a  bucket  of  water  taken 
from  a  stream  contained  about  one-fourth  silt  by  volume.  The 
streams,  particularly  those  in  the  vicinity  of  Missouri  Valley  and 
Crescent,  are  affected  by  backwater  from  the  Missouri  River.  Dur- 
ing periods  of  backwater  the  velocity  is  greatly  reduced  and  silting 
takes  place.  How^ever,  when  a  high  stage  occurs  in  a  channel  during 
a  low  stage  of  the  Missouri  River,  the  water  has  a  velocity  sufficient 
to  carry  away  a  large  part  of  the  silt  previously  deposited.  The 
annual  rainfall  is  about  30  inches. 

ALLEN    CREEK 

Cross  sections  of  this  channel  were  made  along  a  course  794  feet 
long  below  the  first  highAvay  bridge  north  of  the  Chicago  &  North 
Western  Railway  about  1  mile  west  of  Missouri  Valley.  This  chan- 
nel had  been  redredged  shortly  before  the  first  measurements  were 
made  in  June,  1917.  In  Plate  17  are  shown  views  of  the  channel. 
In  the  first  view  it  is  seen  that  the  channel  is  uniform  in  cross  section, 
that  vegetation  was  springing  up  over  the  flat  side  slopes,  and  that 
the  slopes  w^ere  covered  with  a  coating  of  silt  of  a  slick  nature. 
The  soil  is  a  dark,  silty  loam.  The  growth  of  vegetation  continued 
to  increase  until  four  years  later  the  channel  was  in  very  bad  condi- 
tion, as  shown  in  the  second  view.  The  absence  of  caving  banks 
was  no  doubt  because  of  the  flat  side  slopes,  and  the  lack  of  erosion, 
which  usually  occurs  with  such  a  high  velocity,  probably  was  attrib- 
utable to  the  presence  of  vegetation.  Silting  occurs  at  times  of 
reduced  velocity  when  the  stream  is  affected  by  backwater  from 
Missouri  River,  and  the  rate  of  silting  is  increased  by  the  vegetation 
in  the  channel.  No  doubt  large  quantities  of  silt  were  carried  aw^ay 
during  periods  of  high  velocity,  but  this  action  was  not  sufficient  to 
keep  pace  with  the  rapid  silting  during  periods  of  backwater.  The 
decrease  in  cross-sectional  area  {Rg,  18)  of  this  channel  only  being 
considered,  and  the  effect  of  vegetation  being  disregarded,  the  dis- 
charge capacity  decreased  materially  between  1917  and  1921. 


Technical  Bulletin  184,  U.  S.  Dept.  of  Agriculture 


PLATE   17 


Allen  Creek,   Iowa:  A,  June,   1917;  B,  May,   1921 


EROSION    AND    SILTING    OF    DKEDGED    DRAINAGE    DITCHES 


43 


WILLOW    CREEK 

Measurements  of  this  channel  were  made  along  a  course  of  1,004 
feet  below  the  Chicago  &  North  Western  Railway  bridge  at  Missouri 
Valley.  This  channel  was  redredged  in  1917.  In  Plate  18  are 
shov/n  views  of  the  channel,  the  first  taken  shortly  after  the  channel 
had  been  redredged,  and  the  other  about  four  years  later.  Both 
silting  and  erosion  have  occurred  in  the  channel  as  may  be  seen  from 
the  views  and  from  the  cross  sections  in  Figure  19.  In  June,  1917, 
the  channel  was  practically  free  of  vegetation,  but  four  years  later 
considerable  vegetation  was  present  in  the  upper  part  of  the  channel, 
althouorh  much  less  than  was  found  in  the  channel  of  Allen  Creek. 


1 

^ 

^C^^^ 

<^^^ 
^0^^^ 

^^^'-' 

^^ 

-*-5'— ► 

•--., 

^.^]]^      ■ 

y 

-^ 

. 

Figure  18. — Cross  section  of  Alien  Creek  near  Missouri  Vall(>y,  Iowa 

It  is  believed  that  this  accounts  for  the  fact  that  there  was  erosion 
in  this  channel  Avhereas  there  Avas  none  in  Allen  Creek,  and  that  less 
silting  took  place  even  though  the  fall  and  velocity  were  less  than 
in  the  case  of  Allen  Creek.  The  silting  that  occurred  was  on  account 
of  the  reduced  velocity  caused  by  backwater  from  the  Missouri  River. 
The  soil  is  a  heavy,  dark,  silty  loam  similar  to  that  found  in  Allen 
Creek.  Were  it  not  for  vegetation  in  the  channel,  the  discharge 
capacity  would  have  been  somewhat  larger  in  1921  than  in  1917  when 
the  first  cross-sectional  measurements  were  made. 

It  appears  that  vegetation  grew  much  more  rapidly  in  Allen  Creek 
probably  because  the  drainage  area  and  therefore  the  low-water  flow 
was  less  than  in  WilloAV  Creek.     The  effect  of  ve«:etation  in  this  chan- 


-jr 


Figure  19. — Cross  section  of  Willow  Creek  dredged  channel  near  Missouri  Valley,  Iowa 

nel,  no  doubt,  played  a  much  more  prominent  part  in  silting  than  in 
the  channel  of  Willow  Creek  since,  judging  from  conditions  shown  in 
Plate  17,  B,  the  value  of  the  roughness  coefficient  must  have  been 
high  and  the  velocity  correspondingly  low. 

BOYEB   KIVEB    NEAR    MISSOURI   VALI.EY,    IOWA 

Cross-sectional  measurements  of  this  channel  were  made  above 
the  Lincoln  Highway  bridge  about  1  mile  from  Missouri  Valley, 
along  a  course  8G8  feet  in  length.     Although  this  channel  has  but 


Technical  Bulletin  184,  U.  S.  Dept.  of  Agriculture 


PLATE   18 


I 


Willow  Creek,  Iowa  :  A,  Juue,  1917  ;  B,  May,  1921 


EROSION   AND   SILTING   OP   DREDGED   DRAINAGE    DITCHES 


45 


little  fall,  it  has  a  high  velocity  due  to  its  large  hydraulic  radius  and 
very  low  resistance  to  flow,  the  value  of  n  obtained  for  this  channel 
at  bank-full  stage  being  0.0151.  Enlargement  of  this  channel  from 
erosion  and  caving  of  the  banks  has  been  very  rapid.  (Fig.  20.) 
This  caving  has  been  accelerated  considerably  by  the  weight  of  the 
spoil  banks,  most  of  which  have  caved  into  the  channel.  At  the 
time  of  the  measurements  in  1921  about  2  feet  of  silt  lay  in  the 
bottom  of  the  channel.  Silting  occurs  at  one  time  and  erosion 
or  the  washing  out  of  the  silt  at  another,  depending  upon  whether  or 
not  the  slope  and  velocity  are  reduced  hy  backwater  from  the  Mis- 
souri Eiver.  Since  this  channel  drains  about  900  square  miles,  there 
is  always  an  appreciable  low-water  flow  which  prevents  the  growth 


Figure   20. — Cross    section    of  Boyer   River  near    Missouri   Valley,   Iowa 

of  vegetation  in  the  bottom.  There  was  practically  no  vegetation  on 
the  side  slopes  in  1921.  The  soil  is  a  dark,  silty  loam  underlaid 
by  a  hard,  yellow  clay.  The  considerable  increase  in  the  discharge 
capacity  of  this  channel  that  accompanied  the  large  increase  in 
cross-sectional  area  resulted  in  a  decided  improvement  in  drainage 
conditions  over  the  adjoining  bottom  lands.  Plate  19  shows  views 
of  the  channel. 


BOYER  RIVER   NEAR  DUNLAP,   IOWA 


This  channel  was  measured  on  a  course  904  feet  long  above  the 
highway  bridge  about  one-half  mile  southwest  of  Dunlap.    It  has  a 


V 

^ 

1^*— 

Z 

^ 

^ 

x 

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\ 

,k- 

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^^ 

^ 

^ 

■^ 

s 
s 

<;v 

\ 

►?^; 

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V 

S 

^ 

\ 

''*, 

^ 

~ 

--i- 

'^f^ 

y 

"^ 

■=ii 

r — 

— • 

,: 

— - 

1 

— ^ 

Figure  21. — Cross  section  of  Boyer  River  near  Dunlap,  Iowa 

comparatively  great  fall  and  large  hydraulic  radius,  both  factors 
being  responsible  for  its  rapid  enlargement  from  erosion.  (Fig.  21.) 
About  June,  1917,  silting  started  and  in  May,  1921,  there  was  about 
11/^  feet  of  silt  in  the  bottom  of  the  channel.  The  rapid  widening 
was  caused  chiefly  by  caving  of  the  banks  which,  in  turn,  was  caused 
by  deepening  from  erosion  and  by  the  weight  of  the  spoil  banks. 
By  1921  the  original  spoil  banks  were  practically  gone.  In  June, 
1917,  there  was  no  vegetation  in  the  channel — a  condition  no  doubt 
due  to  the  rapid  caving  of  the  banks  and  the  fairly  large  low-water 
flow.  In  May,  1921,  considerable  vegetation  had  started  on  the 
upper  side  slopes  of  the  channel.  (PI.  20.)  Measurements  for  the 
value  of  n  were  not  made  for  bank-full  stages,  but  it  is  believed  that 
a  very  low  value  would  have  been  obtained  before  the  growth  of 


Technical  Bulletin  184.  U.  S.  Dept.  of  Agriculture 


Plate  19 


Boyer  River  near  Missouri  Valley,  Iowa  :  A,  June,  1917  ;  B,  May,  1921 


EROSION    AND    SILTING    OF    DREDGED    DRAINAGE    DITCHES 


47 


vegetation  in  this  channel.  The  percentage  of  increase  in  cross- 
sectional  area  was  greater  than  for  any  other  channel  measured. 
The  discharge  capacity  increased  to  such  an  extent  that  by  1921 
the  adjoining  lands  were  practically  free  from  flood  hazard.  The 
soil  in  the  bottom  of  the  channel  is  a  very  hard,  whitish  clay,  and 
in  the  upper  part  of  the  side  slopes  it  is  a  silty  loam.  The  Boyer 
Kiver  at  Dunlap  is  not  affected  by  backwater  from  the  Missouri 
Kiver. 


riGEON    CREEK 


Measurements  of  this  channel  were  made  along  a  course  of  858 
feet  below  the  highw^ay  bridge  about  one-half  mile  above  the  Chicago 


FiGUEE  22. — Cross  section  of  Pigeon  Creek  near  Crescent,  Iowa 

&  North  Western  Eailway  near  Crescent.  The  cross-sectional  area 
did  not  change  materially  between  1917  and  1921.  (Table  3  and 
fig.  22.) 

A  slight  increase  in  width  and  some  silting  in  the  channel  have 
occurred.  The  channel  is  not  so  deep  as  that  of  the  Boyer  River  at 
Dunlap  and  at  Missouri  Valley,  and  the  spoil  banks  were  set  farther 
from  the  edge  of  the  ditch  so  that  there  has  been  very  little  caving 
as  compared  with  that  along  the  Boyer  Eiver.  Silting  occurs  at 
times,  due  to  backwater  caused  by  high  stages  in  the  Missouri  River. 
The  condition  of  the  channel  is  shown  by  the  views  in  Plate  21. 


\ 

^ 

\^ 

r^^/ 

/ 

,^C>?^ 

n 

s 

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\ 

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/ 

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^^ 

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^ 

/ 

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■*~«i. 

_. 

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^^^ 

— 

— 

— ■^" 

Figure  23, — Cross  section  of  Little  Sioux  River  near  Turin,  Iowa 

From  these  it  is  seen  that  vegetation  in  the  channel  increased  between 
1917  and  1921.    The  soil  is  a  heavy,  dark,  silty  loam. 

LITTLE  SIOUX  RIVER  CUT-OFF 

This  channel  was  measured  along  a  course  of  1.212  feet  above  the 
highway  bridge  on  the  Onawa-Turin  road  about  one-half  mile  from 
Turin.  It  enlarged  very  rapidly  until  about  June,  1916,  when  the 
right  bank  began  to  cave  and  carried  into  the  channel  trees  and  a 
part  of  the  roadway  that  was  built  on  the  spoil  bank.  The  com- 
paratively high  velocity  for  the  moderate  slope  is  due  to  the  large 
hydraulic  radius.     In  Figure  23  is  shown  a  partial  filling  of  the 


Technical  Bulletin  184.  U.  S.  Dept.  of  Agriculture 


PLATE  20 


Boyei-  Uiver  near  Dunlap.  Iowa  :  A,  Juue,  1917  ;  B,  May,  IDi'l 


EROSION   AND  SILTING   OF   DREDGED   DRAINAGE    DITCHES 


49 


channel  which  occurred  after  June,  1916.  The  views  in  Plate  22 
show  the  condition  of  the  channel  as  to  the  presence  of  vegetation. 
The  spoil  banks  were  placed  close  to  the  edge  of  the  channel  and  thus 
accelerated  the  caving  of  the  banks.  The  material  that  caved  into 
the  channel,  being  held  together  by  roots  and  vegetation,  was  re- 
moved very  slowly  by  the  current.     The  soil  in  the  upper  part  of  the 


Sxisiing  drainage  channel. =^=^= 

Proposed  drainage  channel...    —  — 

Gaging  slotions \-j 

tVatershed  boundaries ^^  — »- 

Height  above  datum .../— 500^ 


Figure  24. — Map  of  the  watershed  of  Bay  Creek,  111. 

channel  is  a  dark,  silty  loam  and  in  the  lower  part  a  heavy,  hard, 
light-colored  clay. 

APPLICATION  OF  RESULTS 

To  show  the  practical  application  of  the  results  presented  in  this 
bulletin,  these  results  have  been  applied  to  the  design  of  a  dredged 
channel  on  the  Bay  Creek  watershed  in  southern  Illinois.  Figure  24 
is  a  map  of  the  Bay  Creek  watershed.     The  part  of  the  channel 


Technical  Bulletin  184,  U.  S.  Dept.  of  Agriculture 


Plate  21 


Pigeon  Creek,  Iowa :  A,  June,  I'JlT  ;  B,  May,  10:J1 


Technical  Bulletin  184,  U.  S.  Dept.  of  Agriculture 


PLATE  22 


Little  Sioux  River  Cut-oflE,  Iowa:  A,  June,  1916;  B,  June,  1917 


52 


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sec. 

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4.76 

4.18 
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mi. 

2.75 

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2.64 

u  s.J9;^n3:  JO  9niBA 

s 

0. 0265 

.0300 
.0300 

B9JB  JBUOI}09S-SSOJ0  UB9I\[ 

224.0 
331.0 
402.4 
450.7 

450.0 
804.0 

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a 
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■^          COCOCOO                       i-lO 

Cs^        locdcdt^                  t>^05 

q:}pTM.  do:j  tiB9iA[ 

9 

Feet 

36.0 
42.0 
55.0 
57.2 

55.0 
79.0 

q:id9p 
ranratxBra  ub9  j\[ 

00 

Feet 

8.0 
11.2 
11.0 
11.4 

10.0 
12.0 

e^BQ 

r» 

May,  1915 
Apr.,  1916 
Jan.,  1917 
Aug.,  1918 

^n9ra9jnsB9Ui 
JO  •ON  9ouaJ9j9H 

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.-H  (NfO-*                                T-H  <N 

nBJUIBi  t^nnUB   UB9J^ 

us 

^'                        f                                    ^_ 

1 

c 
a 

§ 

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•^ 

Varies  from  allu- 
vial silty  loam 
at  top  to  heavy 
silty  clay  at  bot- 
tom; easily 
eroded  and  sub- 

.    ject  to  caving. 

Fine  sandy  loam, 
subject  to  cav- 
ing  and   easily 
eroded. 

i 

eo 

Varies  from  gently 
rolling  to  very 
rough  and  hilly; 
erosion  very  ac- 

,    tive. 

Rough  and  hilly; 
very  little  level 
land   except   in 
bottoms;  many 
gullies     and 
much     badly 
eroded  land. 

03 

ffi 

^•8  1_    i_ 

a 

- 

North    Forked 
Deer  River  near 
Trenton,  Tenn. 

Bay  Creek  near 
Reevesville, 

S 

EROSION    AND   SILTING    OF   DREDGED    DRAINAGE    DITCHES  53 

considered  extends  upstream  from  the  mouth  of  Sugar  Creek  near 
Keevesville,  to  the  mouth  of  Cedar  Creek.  It  is  not  affected  by 
backwater  to  an  appreciable  extent. 

Data  pertinent  to  the  possibilities  of  erosion  and  silting  in  the  Bay 
Creek  Channel  are  given  in  Table  4,  and  for  comparison  correspond- 
ing actual  figures  are  shown  for  the  North  Forked  Deer  River  near 
Trenton,  Tenn. 

The  waterslied  area  of  the  North  Forked  Deer  River  is  93  square 
miles  as  compared  with  146  square  miles  for  the  part  of  Bay  Creek 
under  consideration.  Other  factors  being  the  same  the  rate  of  ero- 
sion and  silting  would  be  greater  for  the  larger  watershed.  (See  p. 
10,  Volume  of  run-off  water.) 

In  column  3  of  Table  4  the  topography  of  each  watershed  is  de- 
scribed briefly.  It  would  appear  that  erosion  is  even  more  active 
on  the  Bay  Creek  than  on  the  North  Forked  Deer  River  watershed. 
As  a  result  a  greater  charge  of  silt  would  be  expected  in  the  run-off 
water  from  the  former  than  from  the  latter.  (See  p.  9,  Silt  charge 
in  streams.) 

From  column  4  it  is  seen  that  the  soils  along  both  channels  are 
subject  to  caving  and  are  easily  eroded,  from  which  it  appears  that, 
other  factors  being  the  same,  erosion  or  silting  would  proceed  at 
about  the  same  rate  in  both  channels.  The  side  slopes  for  the  Bay 
Creek  Channel  would  stand  at  about  1  on  1%-  (See  p.  6,  Caving 
and  sloughing  banks.) 

The  annual  rainfall  on  the  Bay  Creek  watershed  is  about  45 
inches  and  on  the  North  Forked  Deer  River  watershed,  50  inches. 
Hence  it  would  be  expected  that  the  rate  of  erosion  and  silting 
would  be  somewhat  greater  for  the  latter  than  for  the  former  stream. 
(See  p.  10,  Volume  of  run-off  water.) 

The  fall  along  the  two  channels  is  about  the  same.  The  fall, 
the  hydraulic  radius  and  the  condition  of  the  channel  as  regards 
resistance  to  floAv  determine  the  velocity  in  a  channel.  (See  p.  4, 
Velocity  due  to  three  factors.)  The  resistance  to  flow  is  measured 
by  the  value  of  n  in  Kutter's  formula.  The  value  of  n  for  the 
North  Forked  Deer  River  Channel  was  found  by  measurement  to  be 
0.0265  and  was  for  the  purpose  of  design  assumed  to  be  0.030  for  the 
Bay  Creek  Channel.  The  hydraulic  radius  varied  from  5.3  feet  to  7 
feet  for  the  North  Forked  Deer  River  Channel  and  was  found  to  be 
9  feet  for  the  required  size  of  channel  for  Bay  Creek.  The  velocity 
of  flow  was  determined  for  each  of  the  two  channels  and  was  found 
to  range  from  3.94  feet  per  second  at  the  beginning  to  4.76  feet 
per  second  at  the  close  of  the  investigations  on  the  North  Forked 
Deer  River  Channel,  and  to  be  4.90  feet  per  second  for  the  required 
size  of  the  Bay  Creek  Channel.  In  the  North  Forked  Deer  River 
Channel  the  velocity  was  at  all  times  greater  than  3  feet  per  second, 
which  is  sufficient  to  cause  erosion.  (See  p.  2,  Relation  of  velocity 
to  erosion  and  silting.)  Since  the  velocity  for  the  required  size  of 
channel  for  Bay  Creek  is  slightly  greater  than  that  in  the  North 
Forked  Deer  River  Channel  at  the  end  of  the  investigations,  it  may 
be  inferred  that  erosion  would  occur  in  the  proposed  channel  of 
Bay  Creek. 

The  mean  cross-sectional  area  of  the  North  Forked  Deer  River 
Channel  increased  from  224.0  square  feet  to  450.7  square  feet,  and 


54  TECHNICAL  BULLETIN   184,  U.  S.  DEPT.  OF  AGRICULTURE 

the  discharge  from  883  cubic  feet  per  second  to  2,144  cubic  feet  per 
second.  This  is  an  increase  in  cross-sectional  area  of  101.2  per  cent 
and  in  discharge  of  142.8  per  cent  during  the  period  May,  1915,  to 
August,  1918. 

From  the  foregoing  comparisons  of  characteristics  that  affect 
erosion,  it  is  seen  that  all  are  equally  favorable  or  more  favorable  to 
erosion  in  the  case  of  Bay  Creek  than  for  the  North  Forked  Deer 
Eiver,  except  that  rainfall  favored  to  a  very  slight  extent  greater 
erosion  on  the  latter  stream. 

It  follows  that  the  enlargement  of  channel  and  increase  in  dis- 
charge due  to  erosion  would  apparently  be  somewhat  greater  on 
Bay  Creek  than  on  the  North  Forked  Deer  Kiver  in  the  same  period 
of  time.  To  accomplish  a  saving  in  the  cost  of  construction  of  a 
channel  on  Bay  Creek,  a  channel  smaller  than  the  required  size 
might  be  constructed  and  the  work  of  erosion  allowed  to  enlarge 
it  to  the  required  size  while  the  uncleared  lands  are  being  cleared 
and  made  ready  for  cultivation. 

While  the  North  Forked  Deer  River  Channel  more  than  doubled 
in  cross-sectional  area  during  a  period  of  three  years  and  three 
months,  in  order  to  be  on  the  safe  side  it  wdll  be  assumed  that  the 
channel  of  Bay  Creek  will  increase  in  size  from  a  cross-sectional 
area  of  450  square  feet  to  804  square  feet  (the  required  size)  during  a 
period  of  four  years.  This  is  an  increase  of  only  78.7  per  cent  in 
cross-sectional  area,  and  an  increase  of  only  109.5  per  cent  in  dis- 
charge as  compared  with  an  increase  of  101.2  and  142.8  per  cent, 
respectively,  for  the  North  Forked  Deer  River  Channel. 

In  columns  8  and  9  of  Table  4  it  is  seen  that  the  mean  maximum 
depth  for  the  North  Forked  Deer  River  Channel  increased  from 
8  to  11.4  feet  and  the  average  top  width  from  36  to  57.2  feet.  It  is 
therefore  reasonable  to  assume  that  the  average  maximum  depth 
for  the  Bay  Creek  Channel  w^ould  increase  from  10  to  12  feet  and 
the  average  top  width  from  55  to  79  feet.  While  the  soil  will  stand 
at  a  slope  of  ll^  on  1,  a  slope  of  1  on  1  should  be  used  since  the  ditch 
can  thereby  be  constructed  more  cheaply,  and  enlargement  due  to 
erosion  will  increase  faster  for  the  steeper  slope,  the  velocity  being 
sufficient  to  remove  caved-in  material. 

The  length  of  the  proposed  channel  is  about  7  miles.  The  earth 
to  be  excavated  for  the  proposed  channel  would  amount  to  about 
616,000  cubic  yards  and  for  the  required  size  of  channel  about 
1,101,000  cubic  yards,  a  difference  of  485,000  cubic  yards.  If  the  cost 
of  excavation  were  estimated  at  9  cents  per  cubic  yard,  the  difference 
in  the  cost  of  the  two  channels  would  be  $43,650.  From  this  it  is 
apparent  that  a  substantial  saving  could  be  effected  by  allowing  the 
work  of  erosion  to  enlarge  the  channel  to  the  required  size.  Some 
damage  to  crops  on  the  cleared  lands  might  be  done  during  the 
period  of  enlargement,  but  it  is  believed  that  this  would  be  offset, 
to  some  extent  at  least,  by  the  saving  in  drainage  taxes  on  lands  in 
the  district. 


ORGANIZATION  OF  THE 
UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 

May  14,  1930 


Secretary  of  Agriculture Arthur  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension  Work C.  W.  Wabburton. 

Director  of  Personnel  and  Business  Adminis-    W.  W.  Stockberger. 
tration. 

Director  of  Information M.  S.  Eisenhower. 

Solicitor E.  L.  Marshall. 

Weather  Bureau Charles  F.  Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dairy  Industry O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  Chief. 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief. 

Plant  Quarantine  and  Control  Administration^   Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Food,  Drug,  and  Insecticide  Administration-  Walter  G.  Campbell,  Director  of 

Regulatory  Work,  in  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Barnett,  Librarian. 


This  bulletin  is  a  contribution  from 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  Chief 

Division  of  Agricultural  Engineering S.  H.  McCrory,   Chief. 

55 


U.  S.  GOVERNMENT  PRINTING  OFFICE:  1930 


Technical  Bulletin  No.  183    MBc^^^^^a^-^T'®'  June,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


LIFE  HISTORY  OF  THE  ORIENTAL  PEACH  MOTH  AT 

RIVERTON,  N.  J.,  IN  RELATION 

TO  TEMPERATURE 

By   Alvah  Peterson,  Senior  Entomologist,  and   G.   J.   Haeussler,   Assistant 
Entomologist,  Division  of  Deciduous  Fruit  Insects,  Bureau  of  Entomology 


Page 

Introduction 1 

Explanation  of  terms.. 1 

Methods  and  equipment 2 

Insectary  and  orchard  compared 8 

Life  history  of  the  oriental  peach  moth 9 

General  discussion 9 

The  egg 10 

The  larva 14 

The  cocoon 17 


CONTENTS 

Page 


Life  history  of  the  oriental  peach  moth— Con. 

The  pupa.  _. 21 

The  adult 22 

The  life  cycle 25 

Generations  per  season 26 

Temperature  and  effective  day-degrees 27 

Summary 35 

Literature  cited... 1 37 


INTRODUCTION 

From  1925  to  1927,  inclusive,  a  detailed  life-history  study  was  made 
of  the  oriental  peach  moth  at  Riverton,  N.  J.  The  species,  Laspeyresia 
molesta  Busck,  belongs  to  the  family  Olethreutidae  (Eucosmidae)  and 
the  order  Lepidoptera.  Particular  attention  was  paid  to  the  relation- 
ship occurring  between  temperature  and  the  development  of  the  insect. 

In  this  bulletin,  so  far  as  possible  and  advisable,  long  detailed  life- 
history  tables  have  been  omitted.  Summary  tables  and  graphs  have 
been  used  in  their  place.  Also  all  general  information  and  biological 
data  which  do  not  have  a  direct  bearing  on  the  life  cycle  are  omitted. 
Most  of  the  information  of  this  type  which  has  been  ascertained  at 
Riverton,  N.  J.,  may  be  found  in  other  publications  by  the  writers 
{9,  10,  11,  12)} 

EXPLANATION    OF   TERMS 

The  terms  used  in  describing  the  various  stages  of  the  oriental  peach 
moth  for  the  most  part  are  the  same  as  those  employed  by  workers  of 
the  Bureau  of  Entomology  in  life-history  studies  of  the  codhng  moth. 

A  ''generation"  begins  with  the  e^g  and  ends  with  the  moth  or 
adult.  It  may  or  may  not  be  completed  the  same  season  the  egg  is 
deposited. 

A  ''brood''  consists  of  the  individuals  of  any  one  stage  in  the  life 
cycle,  Qgg,  larva,  pupa,  or  adult;  and  it  may  be  considered  "first 

1  Italic  numbers  in  parentheses  refer  to  "Literature  cited,"  p.  37. 
102934-30 1 


2  TECHNICAL  BULLETIN  183,  U.  S.  DEPT.  OF  AGRICULTUKE 

brood,"  "second  brood,"  etc.,  depending  upon  the  generation  to 
which  it  belongs.  ''Spring  brood"  refers  to  pupae  or  adults  which 
come  from  ''wintering  larvae." 

"Wintering"  refers  to  those  individuals  which  hibernate,  passing 
the  winter  as  larvae  in  cocoons.  Individuals  of  several  generations 
(second  to  fifth  or  more)  may  be  represented  by  the  "wintering" 
individuals. 

"Transforming"  refers  to  those  individuals  which  complete  their 
life  cycle  the  same  season  the  eggs  are  deposited;  thus  we  have  "trans- 
forming eggs,"  "transforming  larvae,"  "transforming  cocoons," 
"transforming  pupae"  and  "adults  from  transforming  stages." 

"Black  spotted"  refers  to  that  stage  in  the  development  of  the  egg 
in  which  the  dark  head  capsule  of  the  larva  usually  shows  through 
the  eggshell  15  to  48  hours  before  the  egg  hatches. 

The  time  during  which  the  cocoon  is  being  formed  is  called  the 
"cocooning  period,"  while  the  time  from  the  beginning  of  formation 
of  the  cocoon  until  the  adult  emerges  is  called  the  "cocoon  period." 

The  "life  cycle"  of  any  generation  is  the  time  from  the  deposition 
of  the  egg  to  the  emergence  of  the  adult,  while  the  "complete  life 
cycle"  includes  the  time  from  the  egg  deposition  of  one  generation 
to  the  egg  deposition  of  the  next  generation. 

The  seasonal  development  in  any  year  starts  with  "wintering  lar- 
vae" inside  of  "wintering  cocoons,"  which  give  rise  to  "spring-brood 
pupae,"  and  from  these  "spring-brood  moths"  emerge.  The  "spring- 
brood  moths"  deposit  the  "first-brood  eggs,"  and  these  in  turn  pro- 
duce "first-brood  larvae,"  "first-brood  cocoons,"  "first-brood  pupae," 
and  "first-brood  moths."  The  "first-brood  moths"  deposit  the 
"second-brood  eggs,"  and  thus  the  story  continues  for  several  genera- 
tions. 

The  "average  temperature  for  a  day"  is  the  average  of  12  readings 
in  24  hours  (one  reading  every  2  hours  from  midnight  to  midnight) 
taken  from  a  thermograph  record. 

The  "theoretical  zero  of  development"  is  the  temperature  at  which 
development  begins  when  the  temperature  is  rising  and  at  which  it 
ceases  when  the  temperature  is  falling. 

The  "degree  of  maximum  rate  of  development"  is  the  temperature 
at  which  development  proceeds  most  rapidly. 

The  "day-degree"  is  the  unit  used  for  measuring  accumulations  of 
temperature  and  is  equivalent  to  1°  of  temperature  maintained  for 
24  hours. 

"Effective  day-degrees"  are  day-degrees  above  the  zero  of  develop- 
ment after  necessary  corrections  have  been  made  for  retardation  due 
to  temperatures  above  the  maximum  rate  of  development.  This 
correction  is  made  by  subtracting  twice  the  day-degrees  above  the 
degree  of  maximum  rate  from  the  total  of  day-degrees  above  the  zero 
of  development. 

METHODS   AND    EQUIPMENT 

During  the  dormant  season  of  1924-25  the  senior  author  started 
the  life-history  study  discussed  in  this  bulletin.  For  several  years 
previous  to  1925  he  had  the  opportunity  to  observe  the  behavior  of 
the  insect  in  the  orchards  throughout  New  Jersey  and  also  conducted 
a  detailed  life-history  study  at  New  Brunswick,  N.  J.  The  informa- 
tion derived  from  these  experiences  which  has  already  been  published 


LIFE  HISTORY  OF  THE  ORIENTAL  PEACH  MOTH  6 

{2, 3, 4, 5,  6,  7,  8, 13, 16),  proved  to  be  very  valuable  because  it  helped 
to  obviate  mistakes  and  to  improve  the  equipment  for  a  careful  study. 
One  of  the  most  serious  mistakes  eliminated  was  in  conjunction  with 
the  spring-brood  emergence  of  moths.  In  the  life-history  studies  at 
New  Brunswick  the  senior  writer  started  with  moths  which  emerged 
from  material  that  had  been  kept  all  winter  and  spring  in  an  open 
screened  insectary,  or  in  covered  wooden  boxes  with  screen  bottoms. 
After  the  study  was  started  it  was  learned  that  the  moths  had  emerged 
about  two  weeks  later  than  the  first  moths  in  the  orchard;  conse- 
quently the  life-history  study  got  a  late  start.  This  experience  and 
considerable  investigation  since  (11)  has  shown  that  great  care  must 
be  taken  with  wintering  material.  It  should  be  placed  in  a  situation 
where  the  spring-brood  emergence  would  be  approximately  the  same 
as  that  in  the  orchard.  Any  decided  deviation  from  the  normal  emer- 
gence in  the  orchard  will  influence  considerably  the  development  for 
the  season.  The  matter  of  normal  spring-brood  emergence  is  most 
important  if  one  expects  to  make  a  comparison  between  insectary 
development  and  orchard  conditions. 

Numerous  wintering  cocoons  containing  larvae  were  collected  from 
peach  and  quince  trees  during  the  dormant  season  of  1924-25.  These 
were  brought  to  the  laboratory  and  placed  in  screened  cages  out  of 
doors,  and  some  wxre  placed  in  vials  plugged  with  cotton  in  a  screened 
insectary.  The  spring-brood  moths  used  in  the  life-history  study 
came  from  the  material  kept  out  of  doors.  When  additional  adults 
were  needed  some  of  the  insectary  material  was  used,  provided  the 
emergence  was  still  taking  place  in  the  orchard  and  in  the  outdoor 
cages. 

In  this  investigation  a  serious  attempt  was  made  to  determine  the 
extreme  limits  of  time  required  and  the  average  period  of  develop- 
ment for  all  of  the  individuals  of  each  stage  in  each  generation  for  the 
growing  seasons  of  1925  and  1926.  No  attempt  was  made  to  make  the 
development  of  the  insect  in  the  insectary  a  duplicate  of  that  in  the 
orchard  on  a  quantitative  basis.  The  writers  are  of  the  opinion  that 
this  is  almost  impossible  and  also  impractical,  especially  if  one  takes 
into  consideration  the  tremendous  and  variable  influence  that  para- 
sites and  other  factors  have  on  the  severity  of  the  infestation  in  the 
orchard. 

One  thousand  individuals  per  generation  reared  to  maturity  was 
set  as  a  standard  for  this  investigation.  This  gave  a  sufficient  number 
of  individuals  to  use  as  a  basis  for  any  reasonable  calculations.  The 
mortality  in  rearing  to  maturity  runs  from  50  to  70  per  cent.  To  rear 
1,000  or  more  individuals  of  each  generation  to  maturity  it  is  neces- 
sary to  start  100  eggs  each  day  from  each  generation  when  possible. 
At  the  beginning  and  toward  the  end  of  the  period  for  each  brood 
of  eggs  and  sometimes  during  cool  weather  an  insufficient  number 
were  deposited  to  make  use  of  100  per  day.  One  advantage  in  start- 
ing with  a  fixed  number  of  individuals  is  that  it  furnishes  a  constant 
factor  which  is  valuable  in  figuring  mortality,  daily  averages  of  de- 
velopment, and  many  relationships  between  temperature  and  other 
environmental  factors. 

The  insectary  used  in  these  studies  measured  10  by  12  by  60  feet,  was 
screened  on  all  sides  (except  a  central  closed  portion),  and  was  covered 
with  a  hip  roof.  (Fig.  1.)  It  was  located  at  the  edge  of  a  small 
peach  orchard  at  Riverton,  N.  J. 


4  TECHNICAL  BULLETIN  183,  U.  S.  DEPT.  OF  AGRICULTURE 

The  cages  used  for  the  wintering  lairvae  kept  out  of  doors  were 
similar  to  those  described  in  a  previous  publication  (11)  in  which 
the  authors  discuss  the  best  methods  for  determining  the  normal 
spring-brood  emergence  of  oriental  peach  moths  and  codling  moths. 
These  cages  were  covered  with  screen  and  the  cocoons  were  constantly 
exposed  to  the  weather.  The  cages  were  fastened  to  poles,  four  near 
the  ground  and  four  about  5  feet  above,  with  one  of  each  set  of  four 
facing  north,  east,  south,  and  west. 

As  the  moths  emerged  in  the  spring  of  the  year  under  outdoor  con- 
ditions, 10  females  and  10  males  w^ere  selected  each  day  and  placed  in 
a  6  by  8  inch  glass  jar  containing  2  inches  of  moist  sand,  a  wet  sponge 
in  a  watch  glass,  and  a  sprig  of  fruit  foliage  (usually  pear)  in  a  small 
bottle.  (Fig.  2.)  The  jar  was  covered  with  a  good  grade  of  white 
gauze  held  in  place  by  two  rubber  bands.     Each  jar  was  placed  on 


Figure  1.— Oriental  peach-moth  insectary,  Riverton.  X.  J. 


the  west  side  of  the  insectary  5  feet  above  the  groimd  and  in  such  a 
a  location  that  the  late  afternoon  sun  w^ould  strike  it. 

Early  in  the  morning  while  it  was  cool  the  jars  were  examined  for 
egg  deposition  and  adult  mortality.  All  the  eggs  were  counted.  If 
eggs  were  located  on  the  glass  they  were  marked  or  destroyed.  If  eggs 
were  found  on  the  leaves  or  stems  the  twig  was  removed  and  a  new 
one  was  put  in  its  place. 

Moths  were  also  placed  in  screen  cages  of  various  sizes  and  covered 
with  gauze.  Jlound  cages,  the  same  size  as  the  jars,  and  oblong  cages 
measuring  6  by  8  by  12  inches  w^ere  used.  The  cages  were  kept  in  an 
insectary  which  had  a  screen  roof  and  screen  side  walls  so  sunlight 
could  strike  them  most  of  the  day.  The  screen  cages,  particularly 
the  oblong  type  (fig.  3),  proved  to  be  the  most  satisfactory  from  the 
standpoint  of  egg  production ;  yet  the  adults  lived  no  longer  in  these 
cages  than  in  the  glass  jars. 


LIFE  HISTORY  OF  THE  ORIENTAL  PEACH  MOTH 


The  chief  reason 
why  moths  produce 
more  eggs  in  screen 
cages  than  in  glass 
jars  seems  to  be  the 
greater  circulation  of 
air  and  the  possibility 
of  keeping  them  in 
sunlight  without  in- 
juring the  moths. 
Sunlight  seems  to  be 
essential  for  maxi- 
mum egg  production. 
It  was  also  found  that 
codling  moths  pro- 
duced a  greater  num- 
ber of  eggs  in  screen 
cages  which  were  ex- 
posed to  sunlight  than 
in  glass  jars. 

All  twigs  bearing 
eggs  were  placed  in 
the  entirely  screened 
portion  of  the  insec- 
tary  where  the  sun- 
light and  rain  could 
strike  them.  They 
were  kept  in  this 
location  until  they 
were  black-spotted. 
When  the  eggs  were  ready  to  hatch,  10  were  placed  on  a  green  peach 
(or  peaches,  depending  upon  the  size)  in  an  8-ounce  jelly  glass  and 
covered  with  surgical  gauze.  All  rearing  in  the  life-history  study 
in  the  insectary  was   carried    on   in   peaches,   except  early    in  the 


Figure  2.— Oriental  peach-moth  egg  jar 


W% 

l|Pi 

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)th  rgg  rage; 


6 


TECHNICAL  BULLETIN  183,  XJ.  S.  DEPT.  OF  AGRICULTURE 


season,  when  the  fruit  was  not  available  or  was  too  small  and  late  in 
the  season  (September  20  or  later),  when  peaches  were  no  longer 
available.  The  first  larvae  of  the  first  brood  were  reared  on  new, 
succulent  peach  twigs.  Rearing  larvae  on  twigs  in  the  insectary  is 
not  verj^  satisfactory,  for  the  mortality  is  very  high  and  a  great  deal 
of  time  is  needed  for  rearing  a  few  individuals.  The  last  larvae  of 
the  late  broods  were  reared  in  apples. 

Each  jelly  glass  was  examined  daily  until  the  eggs  hatched.  When 
hatching  occurred  a  record  was  made  on  each  glass  of  the  deposition, 
^'black-spotted,"  and  hatching  dates.  At  this  time  each  glass  re- 
ceived a  piece  of  corrugated  strawboard  (one-half  by  3  inches  long, 
with  four  corrugations  to  the  inch),  and  was  covered  with  a  piece  of 
strong,  finely  woven  gauze  which  was  held  in  place  by  two  one-eighth 

by     2     inch    rubber 
bands.     (Fig.  4.) 

The  glasses  were 
placed  in  trays,  and 
the  trays  were  placed 
in  racks  in  the  center 
of  the  screened  in- 
sectary. When  full- 
grown  larvae  made 
their  appearance  the 
glasses  were  exam- 
ined daily.  The  ma- 
jority of  the  larvae 
entered  the  corru- 
gated paper  strips 
and  spun  cocoons. 
These  cocoons  were 
removed  once  a  day. 
At  the  time  the  co- 
coons were  removed 
from  the  glasses  a 
record  was  made  on 
5  by  8  inch  cards  of 

Figure  4.— Jelly  glass  used  for  rearing  oriental  peach-moth  larvae  i-i      |-i  inform fl tion 

pertaining  to  each  individual.  All  the  life-history  records  and  all 
sorts  of  notes  were  kept  on  5  by  8  inch  cards.     (Fig.  5.) 

Each  cocoon  was  given  a  number  which  was  written  on  the  smooth 
part  of  the  corrugated  board  or  on  a  separate  piece  of  paper.  The 
individual  cocoons  were  placed  in  3-dram  homeopathic  vials  plugged 
with  cloth-covered  cotton  plugs.  These  vials  were  placed  in  small 
racks  (fig.  6),  which  in  turn  were  placed  in  trays  and  kept  in  the 
center  of  the  screened  portion  of  the  insectary.  The  cocoons  in  the 
vials  were  examined  daily  for  adult  emergence.  When  an  adult 
emerged  its  number  and  sex  were  recorded.  No  pupation  records 
were  made  from  the  cocoons  placed  in  homeopathic  vials. 

For  pupation  records  5  to  10  full-grown  larvae  were  placed  each 
day  individually  in  2-dram  shell  vials  (fig.  7)  stoppered  with  cloth- 
covered  cotton  plugs.  These  larvae  spun  their  cocoons  against  the 
glass,  usually  adjacent  to  the  plug,  consequently  it  was  an  easy 
matter  to  note  the  changes  in  each  larva  through  the  glass. 


LIFE  HISTORY  OF  THE  ORIENTAL  PEACH  MOTH 


No. 

date. 

Viriod. 

B.  5. 

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H. 
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Figure  5.— Sample  record  of  oriental  peach-moth  life  history 

A  thermograph  and  maximum  and  mmimum  thermometers  were 
kept  adjacent  to  the  feeding  larvae  and  cocoons  within  the  insectary. 
Normal  air  circulation  was  available  about  the  temperature-recording 
instruments,  and  no  direct  rays  of  sunlight  came  in  contact  with  the 


Figure 


-Rack  of  homeopathic  vials  containing  oriental  peach-moth  cocoons  used  for  obtaining 
records  of  adult  emergence  in  the  insectary 


bulbs.  The  thermometers  and  thermograph  were  read  daily  from 
May  1,  1925,  to  August  1,  1927.  The  temperature  records  were  also 
checked  against  those  obtained  at  the  Japanese  beetle  laboratory  and 
the  near-by  Weather  Bureau  stations. 


Figure  7. — Oriental  peach-moth  cocoons  in  shell  vials  used  for  pupation  records 


8  TECHNICAL  BULLETIN  183,  U.  S.  DEPT.  OF  AGRICULTTJKE 

ft 
INSECTARY    AND    ORCHARD    COMPARED 

In  conducting  a  life-history  study  of  an  insect  in  an  insectary  one 
can  not  expect  to  duplicate  the  life  history  of  the  insect  in  the  field 
in  all  details.  All  one  can  hope  to  do  is  to  provide  closely  approxi- 
mate conditions  and  then  carefully  check  the  results  with  those  found 
in  the  natural  environment. 

In  this  life-history  study  all  the  stages  were  checked  with  those 
under  orchard  conditions  as  carefully  as  possible.  In  checking  the 
insectary  results  with  the  development  in  the  orchard  several  methods 
were  used,  and  various  observations  were  made.  The  spring-brood 
emergence  was  checked  by  noting  the  date  of  appearance  of  the  first 
moths  in  the  orchard.  This  was  determined  hj  the  presence  of  moths 
or  of  fresh  empty  pupal  skins  on  the  south  side  of  fruit  trees.  For 
three  years  the  first  emergence  in  the  orchard  has  occurred  on  the  same 
day  or  within  24  hours  of  the  time  the  first  adults  appeared  in  the 
outdoor  screen  cages  facing  south  adjacent  to  the  ground. 

Bait  pans  were  used  to  determine  the  peak  of  abundance  of  the 
spring-brood  moths  in  the  orchard,  which  agreed  closely  with  the 
peak  of  emergence  in  the  screened  outdoor  cages.  Bait-pan  catches 
are  also  useful  in  determining  the  emergence  of  the  first-brood  moths 
in  the  orchard.  After  the  middle  of  July  bait-pan  records  are  ex- 
tremely irregular;  consequently  they  can  not  be  used  as  a  check  on 
the  development  of  the  insect  within  the  insectary. 

The  incubation  period  in  the  insectary  throughout  the  season  was 
checked  against  orchard  conditions  by  placing  50  or  more  eggs  daily 
in  a  peach  orchard  the  morning  after  they  were  deposited.  The 
small  bottles  containing  the  peach  or  pear  foliage  which  had  eggs  on 
them  were  placed  on  wooden  stands  in  the  center  of  7  to  8  year  old 
peach  trees.  Almost  every  day  the  incubation  period  of  the  eggs 
placed  out  of  doors  was  exactly  the  same  as  that  of  those  eggs  kept 
in  the  open  screened  insectary.  In  a  few  instances  in  cool  weather 
or  during  decided  changes  in  the  weather  there  was  a  difference  of 
12  to  24  hours  one  way  or  the  other.  However,  this  difference  is  no 
greater  than  that  which  occurs  in  the  orchard  itself,  because  eggs 
exposed  to  direct  sunlight  sometimes  hatch  12  to  24  hours  sooner  than 
those  which  are  shaded. 

The  senior  author  in  1924  reared  a  goodly  number  of  larvae  in  the 
orchard  in  twigs  and  fruit  and  at  the  same  time  reared  larvae  in  picked 
green  peaches  in  the  insectary.  In  most  every  test  the  period  of 
development  of  the  outdoor  larvae  was  the  same  as  that  of  those 
reared  in  the  insectary.  In  a  few  of  the  tests  the  larvae  reared  out 
of  doors  in  growing  green  tissue  required  one  or  two  days  longer  for 
development.  Under  insectary  conditions  throughout  the  season 
there  is  a  distinct  difference  in  the  period  of  development  of  larvae  in 
green  peaches  and  in  green  apples.  They  develop  more  slowly  in 
apples  than  in  peaches.  If  a  given  lot  of  larvae  require  12  days  to 
develop  in  peaches,  a  similar  lot  may  require  15  days  in  apples. 

Since  conditions  would  not  permit  the  carrying  on  of  a  large-scale 
life-history  study  under  strictly  orchard  conditions,  it  was  necessary 
to  rear  the  larvae  in  picked  fruit  in  the  insectary.  During  both 
seasons  peaches  were  used  as  long  as  they  were  available  (from  late 
in  May  to  late  in  September). 


LIFE  HISTORY  OF  THE  ORIENTAL  PEACH  MOTH  9 

The  development  of  the  larvae  in  twigs  in  young  orchards  was 
checked  with  the  development  of  larvae  in  the  insectary,  and  for  the 
most  part  they  agreed  closely.  By  collecting  larvae  from  several 
young  (2  to  4  year  old)  peach  orchards  regularly  once  a  week  for  a 
given  number  of  minutes  the  peak  of  larval  abundance  was  ascer- 
tained, and  the  size  of  the  larvae  gave  a  good  check  on  the  develop- 
ment of  the  early  generations  in  the  orchard.  This  was  particularly 
true  of  the  firs!  and  second  generations. 

The  cocoon  period  under  insectary  conditions  was  checked  against 
that  under  the  outdoor  conditions  by  placing  in  the  orchard  dany,  so 
far  as  possible,  small  screen  cages  containing  5  to  10  newly  formed 
cocoons  in  corrugated  paper.  These  small  cages  (wire  strainers 
mounted  on  pieces  of  board)  were  placed  on  all  parts  of  peach  trees 
or  on  the  ground  below  the  trees.  The  cocoon  period  of  the  trans- 
forming cocoons  placed  out  of  doors  checked  closely  with  similar  lots 
of  individuals  kept  in  vials  in  the  insectary.  This,  however,  was  not 
true  of  wintering  material  kept  in  the  insectary,  as  mentioned  before 
and  fully  discussed  in  an  earlier  publication  (11). 

LIFE    HISTORY    OF    THE    ORIENTAL    PEACH    MOTH 

GENERAL  DISCUSSION 

In  presenting  the  detailed  information  on  the  life  history  the  writers 
do  not  intend  to  follow  the  usual  method  which  many  authors  have 
used  in  presenting  life-history  data  on  the  oriental  peach  moth  or 
similar  insects,  such  as  the  codling  moth.  Much  of  the  detailed 
tabular  information  will  be  omitted;  however,  the  more  important 
information  pertaining  to  dates  for  each  stage  and  sex  in  each  genera- 
tion and  the  period  of  time  required  for  the  development  of  each 
stage  and  sex  in  each  generation  will  be  found  in  the  summary  tables. 
The  average  period  for  ''all  broods"  in  each  case  was  obtained  by 
dividing  the  total  number  of  days  by  the  total  number  of  individuals. 
Some  of  the  information  in  these  tables  will  not  be  considered  in  the 
discussion.  The  summary  tables  will  serve  as  a  good  reference  for 
anyone  interested  in  a  life-history  study  of  the  oriental  peach  moth, 
especially  in  an  area  where  the  climate  is  similar  to  that  in  southern 
New  Jersey.  The  summary  tables  on  the  life  history  include  only 
those  individuals  which  completed  all  stages  of  their  development; 
consequently  for  any  generation  the  number  of  individuals  for  all  the 
stages  is  the  same.  The  number  of  individuals  reared  in  each  genera- 
tion is  shown  in  Table  1 .  This  table  also  shows  the  number  and  per- 
centage of  transforming  and  wintering  individuals  in  each  brood  for 
the  two  years. 

The  life-history  discussion  will  consider  the  more  important  bio- 
logical facts  for  each  stage  in  the  life  of  the  insect  and  the  relationship 
to  temperature.  The  influence  of  effective  day-degrees  for  each  stage 
is  discussed  under  a  separate  heading. 

The  charts  and  tables  giving  information  on  the  relationship  of 
development  to  effective  day-degrees  include  data  on  all  of  the 
individuals  which  completed  any  given  stage  under  consideration. 

102934—30—2 


10 


TECHNICAL  BULLETIN  183,  U.  S.  DEPT.  OF  AGRICULTURE 


Table  1. — Number  of  individuals  per  brood  used  in  the  life-history  studies  of  the 
oriental  peach  moth  in  1925  and  1926  at  Riverton,  N.  J.,  and  the  percentage  of 
transforming  and  wintering  individuals  in  each  brood 


Brood 

Transforming  in- 
dividuals 

Wintering  indi- 
viduals 

Total  individuals 

Proportion  of  !  Proportion  of 
individuals         individuals 
transforming         wintering 

^ 

s 

I 

1 

^ 

S 

1^ 

1 

^ 

s 

o 

1 

"3  • 

ill 

1 

1 

1925 
First 

Num- 
ber 
582 
760 
393 
26 
0 

Num- 
ber 
668 

Num- 
ber 
1,250 
1,495 
803 
67 
0 

Num- 
ber 
0 
1 
285 
209 
21 

Num- 
ber 
0 
0 
229 
208 
14 

Num- 
ber 
0 
1 
514 
417 
35 

Num- 
ber 
582 
761 
678 
235 
21 

Num- 
ber 
668 
735 
639 
249 
14 

Num- 
ber 
1,250 
1,496 
1,317 
484 
35 

Per 
cent 
100 
99.9 
58.0 
11.1 

0 

Per 
cent 
100 
100 
64.2 
16.5 
0 

Per  1  Per 
cent  i  cent 
100    1    0 
99. 91  00. 1 
61.01  42.0 
13.8  88.9 
0     100 

Per 

cent 

0 

Per 

cent 

0 

Second 

Third 

Fourth 

Fifth 

0    1  00.1 
35.8;  39.0 
83.  51  86. 2 
100    jlOO 

Total  or  av. 

1,761 

1,854 

3,615 

516 

451 

967|  2, 277 

2,305 

4,582 

77.3 

80. 4|  78.9   22.7 

19.6 

21.1 

1926 
First 

488 

528 

185 

0 

438 

463 

172 

0 

926 

991 

357 

0 

0 

0 

561 

242 

0 

0 

508 

234 

0       488 

0       528 

1, 069       746 

476       242 

438 
463 
680 
234 

926 

991 

1,426 

476 

100 
100 
24.8 
0 

100 
100 
25.3 
0 

100 

100 

25 

0 

0 
0 

75.2 
100 

0 
0 

74.7 
100 

0 

Second 

Third 

Fourth 

0 

75 
100 

Total  or  av. 

1,201 

1,073 

2,274 

803 

742 

1,545 

2,004 

1,815 

3,819 

59.9 

59.1 

59.5 

40.1 

40. 9|  40. 5 

1 

THE  EGG 

The  egg  (fig.  8)  is  scalelike  in  form,  round  or  oval,  flattened  toward 
the  edge,  the  upper  surface  minutely  rugose;  the  color  is  grayish 

white,  somewhat  iridescent;    and 

the  average  measurement  across  is 
about  0.7  millimeter. 

In  peach  orchards  most  of  the 
eggs  are  found  on  the  under  surface 
of  two-thirds  to  full-growm  leaves, 
near  the  terminal  ends  of  growing 
twigs.  This  is  particularly^  true  in 
the  case  of  young  trees.  In  quince 
and  apple  orchards  the  eggs  are 
placed  on  the  smooth  upper  sur- 
face of  the  leaves,  w^hile  in  pear 
orchards  eggs  may  be  deposited  on 
the  upper  and  lower  leaf  surfaces. 
Eggs  are  also  deposited  on  newiy 
formed  smooth  twigs,  such  as  those 
of  peach  and  pear.  The  texture 
of  the  surface  on  w^hich  eggs  are  deposited  seems  to  be  important. 
Smooth  surfaces  are  preferred  to  rough  or  pubescent  ones.  When 
adults  are  placed  inside  of  smooth  glass  jars  (6  by  8  inches)  containing 
foliage  of  peach,  pear,  or  apple,  most  of  the  eggs  will  be  deposited  on 
the  smooth  glass  rather  than  on  the  leaves.  When  adults  are  placed 
in  small  screen  cages  made  entirely  of  screen  and  cloth  and  containing 
twigs  from  fruit  trees,  the  eggs  are  deposited  mainly  on  the  twigs  and 
not  on  the  cages.  If  smooth  w^ooden  supports  are  used  in  the  con- 
struction of  the  cages,  many  eggs  will  be  deposited  on  the  w^ood.  This 
may  be  prevented  by  frequently  coating  the  wooden  supports  vdih 
concentrated  lime-sulphur. 


Figure  8.— Egg  of  oriental  peach  moth.    X  50 


LIFE  HISTORY  OF  THE  ORIENTAL  PEACH  MOTH 


11 


A  few  hours  previous  to  hatching,  the  newly  formed  larva  can  be 
seen  inside  the  eggshell.  Its  dark  head  is  the  first  visible  portion  and 
shows  as  a  dark  spot  near  the  center  of  the  egg.  An  egg  in  this  stage 
is  called  '^black-spotted."  When  summer  temperatures  prevail,  the 
black  spot  appears  15  to  48  hours  before  the  egg  hatches.  In  case  the 
incubation  period  is  three  and  one-half  days,  the  black  spot  appears 
15  to  18  hours  before  the  larva  emerges. 


— - 

— 

—  - 

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— 

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Figure  9. — Average  incubation  periods  of  eggs  of  the  oriental  peach  moth  compared  with  the  aver- 
age temperatures  for  the  respective  incubation  periods,  at  Riverton,  N.  J.,  season  of  192/^ 


When  the  larva  has  completed  its  development  within  the  eggshell, 
it  bites  its  way  out  and  emerges  through  the  slitlike  opening.  The 
mortality  in  normal  fertihzed  eggs  which  are  not  parasitized  is  very 
low,  being  about  2  to  5  per  cent. 

The  incubation  period  of  the  egg  is  largely  dependent  upon  tem- 
perature. Figures  9  and  10  and  Tables  2  and  3  show  the  decided 
variations  in  this  period.  In  the  summer,  when  warm  weather  is 
more  or  less  continuous,  the  eggs  hatch  in  the  insectary  and  out  of 


12 


TECHNICAL  BULLETIN  183,  U.  S.  DEPT.  OF  AGRICULTURE 


doors  in  Sji  to  6  days,  whereas  early  in  the  spring  the  first  eggs 
deposited  by  the  adults  of  the  spring  brood  require  7  to  14  or  more 
days  to  hatch.  Late  in  the  fall  (October  and  November),  when 
cool  weather  is  almost  continuous,  the  incubation  period  may  be  20 
days  or  longer.  Under  constant  temperature  conditions  in  the  labora- 
tory, averaging  86°  to  88°  F.,  all  eggs  hatch  in  three  days  or  less.  The 
minimum  time  for  the  incubation  period  under  constant  and  controlled 
temperature  has  been  60  to  65  honrc;. 

The  incubation-period  curve  for  the  seasons  shown  corresponds 
fairly  well  (inversely,  of  course)  with  the  ups  and  downs  in  the  tem- 
perature curve.     It  is  probable  that  a  closer  agreement  between  the 


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Figure  10.— Average  incubation  periods  of  eggs  of  the  oriental  peach  moth  compared 
with  the  average  temperatures  for  the  respective  incubation  periods,  at  Riverton, 
N.  J.,  season  of  1926 

details  of  these  curves  would  have  resulted  if  the  observations  on  the 
incubation  period  of  the  eggs  had  been  made  oftener  than  once  a 
day.  Each  point  in  the  incubation  curve  indicates  the  average  period 
of  time  required  for  all  eggs  deposited  on  a  given  day.  Each  point 
on  the  temperature  curve  opposite  a  deposition  date  is  the  average 
temperature  during  the  average  incubation  period  (days  and  fraction) 
following  the  deposition  date.  For  example,  the  average  incubation 
period  of  eggs  deposited  on  June  30,  1925,  was  ^\^  days,  and  the 
temperature  recorded  on  the  temperature  curve  is  71°  F.,  which  is 
the  average  of  all  temperatures  recorded  for  five  daj^s  from  June  30 
to  Jujy  4,  inclusive. 


LIFE  HISTORY  OF  THE  ORIENTAL  PEACH  MOTH 


13 


Table  2. — Incubation  periods  and  deposition  dates  of  oriental  peach-moth  eggs  at 

Riverton,  N.  J.,  1925 

TRANSFORMING  INDIVIDUALS 


Incubation  periods 

Deposition  dates 

Brood 

Average 

Maximum 

Minimum 

First 

Last 

Male 

Fe- 
male 

Both 

Male 

Fe- 
male 

Male 

Fe- 
male 

Male 

Female 

Male 

Female 

First 

Days  1  Days 
6.  69     5. 49 
4. 49     4. 48 
4. 91     4. 85 
4.62     4.90 

Days 
5.64 
4.48 
4.88 
4.79 

Days 

6 
6 
6 

6 
6 
6 

Days 

3 

4 
4 

Days 
3 
3 

4 
4 

Apr.  23 
June  10 
July   12 
Aug.  14 

Apr.  25 
June  10 
July   12 
Aug.  13 

June  24 

June  24 

Second 

Aug.     6     Aue.     6 

Third 

Aug.  31 
Aug.  26 

Aug.  31 

Fourth 

Aug.  28 

All  broods... 

4. 89  i  4. 87 

1 

4.88 

9 

9 

3 

3 

Apr.  23 

Apr.  25 

Aug.  31 

Aug.  31 

WINTERING  INDIVIDUALS 


Second 

5.00 
4.86 
5.12 
5.66 

"4.91 
5.16 
6.71 

5.00  i 
4.89 
5.14 
6.08 

I 

7 
8 

6 
1  11 

1  17 

5 
4 
4 
5 

4 
4 

5 

Aug.     2    

Aug.     2 
Sept.  13 
Sept.  18 
Sept.  20 

Third     ..        

July   31  1  Aug.     1 
Aug.  13  ■  Aug.  14 
Sept.  13     Sept.  13 

Sept.  14 

Fourth 

Sept.  26 

Fifth 

Sept.  29 

All  broods. -. 

5.00 

5.08 

5.04  j 

8 

17 

4 

4 

July   31  1  Aug.     1 

Sept.  20 

Sept.  29 

BOTH  TRANSFORMING  AND  WINTERING  INDIVIDUALS 


First 

5.59 
4.49 
4.89 
5.06 
5.66 

4.92 

5.49 
4.48 
4.87 
5.12 
6.71 

5.54 
4.48 
4.88 
5.09 
6.08 

9 
6 
6 

7 

8 

9 
6 
6 
11 
17 

I 

4 
4 
5 

3 

1 
1 

5 

Apr.  23 
June  10 
July   12 
Aug.  13 
Sept.  13 

Apr.   25 
June  10 
July   12 
Aug.  13 
Sept.  13 

June  24 
Aug.    6 
Sept.  13 
Sept.  18 
Sept.  20 

June  24 

Second      .      

Aug.    6 

Third 

Sept.  14 

Fourth 

Sept.  26 

Fifth.... 

Sept.  29 

All  broods... 

4.92 

4.92 

9 

17 

3 

3 

Apr.   23  1  Apr.   25 

Sept.  20 

Sept.  29 

1  Individual. 


Table  3. — Incubation  periods  and  deposition  dates  of  oriental  peach-moth  eggs  at 

Riverton,  N.  J.,  1926 
TRANSFORMING  INDIVIDUALS 


Brood 


First 

Second 

Third 

All  broods... 


Incubation  periods 


Deposition  dates 


Average 


Male 


Days 
6.95 
4.33 
4.23 


5.38 


Fe- 
male 


Days 
6.79 
4.43 
4.28 


5.37 


Both 


Days 
6.88 
4.38 
4.25 


5.38 


Maximum 


Male 


Days 
114 


Fe- 
male 


Days 
11 


Minimum 


~\ 

Fe-  I 
male  i 


First 


Male 


Days 
4 
3 
3 


Male 


Days 
5 
3 
3 


May  13 
June  26 


Female 


May  13 
June  26 


July  26     July  26 


3  !  May  13  I  May  13 


Last 


Male       Female 


June  26 
Aug.  8 
Aug.  17 


Aug.  17 


June  26 
Aug.  11 
Aug.  19 

Aug.  19 


WINTERING  INDIVIDUALS 

Third        

5.95 
6.78 

6. 14  1  6. 04  i        8           8           3           3 
6.83     6.80  ;        9           9           6          4 

Aug.     3 

Aug.     7 

Sept.  25 
Sept.  24 

Sept.  24 
Sept.  23 

Fourth 

Aug.  27 

Aug.  27 

All  broods... 

6.20 

6. 35     6. 27  j        9  1        9  j        3          3 

Aug.     3 

Aug.    7 

Sept.  25  1  Sept.  24 

BOTH  TRANSFORMING  AND  WINTERING  INDIVIDUALS 

First... 
Second. 
Third.. 
Fourth. 


All  broods 


6.95 
4.33 
5.52 
6.78 

5.71 

6.79 
4.43 
5.66 
6.83 

6.88 
4.38 
5.59 
6.80 

14 
6 
8 
9 

11 
6 
8 
9 

4 
3 
3 

5 

5 
3 
3 
4 

May  13 
June  26 
July  26 
Aug.  27 

May  13 
June  26 
July   26 
Aug.  27 

June  26 
Aug.     8 
Sept.  25 
Sept.  24 

5.77 

5.74 

14 

11 

3 

3 

May  13 

May  13 

Sept.  25  1 

June  26 
Aug.  11 
Sept.  24 
Sept.  23 

Sept.  24 


1  1  individual. 


14  TECHNICAL.BULLETIN  183,  U.  S.  DEPT.  OF  AGRICULTURE 

THE  LARVA 

Oriental  peach-moth  larvae  range  in  length  from  1.5  to  approxi- 
mately 12  millimeters.  (Fig.  11.)  In  all  larval  instars  the  larvae 
possess  biting  mouth  parts,  three  pairs  of  true  jointed  legs,  located  on 
the  thoracic  segments,  and  five  pairs  of  fleshy  false  legs  (prolegs), 
located  on  the  ventral  aspects  of  the  third,  fourth,  fifth,  sixth,  and 
last  abdominal  segments.  The  larva  in  its  development  casts  its 
skin  four  or  five  times;  consequently  there  are  four  or  five  larval 
instars.  The  number  of  instars  is  dependent  upon  the  rate  of  growth 
of  the  larva.  With  slow  growth  there  are  five  instars,  and  with  rapid 
growth,  four  instars.  The  rapidity  of  growth  is  dependent  upon  at 
least  two  factors — temperature  and  type  of  food.  More  detailed 
information  on  the  number  of  larval  instars  is  given  in  an  earlier 
publication  (12).  Larvae  in  all  larval  instars  except  the  last  are 
white,  with  a  black  head  and  dark-colored  thoracic  and  anal  shields; 
in  the  last  instar  the  larva  is  at  first  a  dirty  white  or  gray,  but  as  it 

increases  in  size  it  gradually' 
becomes  pink  or  almost  red. 
It  has  been  noted  that 
mature  larvae  which  have 
fed  on  peach  tissue  are 
more  likely  to  be  red  (or 
pink)  than  larvae  which 
have  fed  on  apples  or 
quinces.    The  head  and  the 

FiQUEE  11.— Oriental  peach-moth  larva,  lateral  view.    X  3      thoraClC  and  anal  shlclds  in 

the  last  instar  are  brown 
(mottled).  A  small,  brown,  chitinized  anal  fork  is  present  on  the 
ventral  aspect  of  the  last  abdominal  segment  caudad  of  the  anal 
opening,  and  is  most  prominent  in  the  last  larval  instar. 

A  newly  hatched  larva  immediately  seeks  food.  Even  though  small, 
it  is  active  and  can  crawl  a  considerable  distance  in  a  short  time.  It 
proceeds  to  enter  the  first  desirable  plant  tissue  found.  When  suitable 
plant  food  is  located,  the  larva  spins  a  loose  silken  covering  about 
itself,  which  probably  gives  it  some  support  while  gouging  out  pieces 
of  the  plant  tissue.  The  first  mouthfuls  of  tissue  are  set  to  one  side 
unconsumed.  The  larva  begins  to  feed  when  its  head  is  deeply  em- 
bedded in  the  plant  tissue. 

Larvae  transforming  during  the  summer  require  6  to  24  days  to 
complete  their  growth,  the  average  time  being  approximately  12 
days.  Late  in  the  season,  when  cool  weather  is  almost  continuous, 
larvae  (wintering)  may  require  as  many  as  50  to  115  days.  In  New 
Jersey  all  wintering  larvae  pass  the  winter  in  cocoons  so  far  as  known. 
The  rate  of  larval  development  and  its  relationship  to  temperature 
is  illustrated  in  Figures  12  and  13.  Each  point  on  the  feeding-period 
curve  is  the  average  time  required  for  all  larvae  hatching  on  that  date 
to  complete  their  development  irrespective  of  the  generation  they 
may  represent,  while  each  point  on  the  temperature  curve  is  the  aver- 
age of  all  temperatures  the  larvae  of  a  given  date  were  subjected  to 
during  their  average  feeding  period.  For  example,  11  days  was  the 
average  feeding  period  for  all  larvae  hatching  on  June  4,  1925,  and 
the  average  temperature  recorded  for  that  day  was  79°  F.  This 
temperature  was  obtained  by  averaging  all  of  the  temperatures  for 
ll  days,  beginning  with  and  following  the  hatching  date. 


LIFE  HISTORY  OF  THE   ORIENTAL  PEACH  MOTH 


15 


Wintering  larvae  may  sometimes  be  found  in  the  second  generation 
and  are  present  in  all  succeeding  generations  at  Riverton,  N.  J. 
In  1925  all  of  the  first-brood  larvae  completed  their  development 
during  the  current  season,  one  individual  of  the  second  brood  was 


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Figure  12.— Average  feeding  periods  of  transforming  and  wintering  larvae  of  the  oriental  peach 
moth  compared  with  the  average  temperatures  for  the  respective  feeding  periods,  at  Riverton, 
N,  J.,  season  of  1925 


a  wintering  larva,  and  the  succeeding  generations  (third,  fourth,  and 
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formed, while  75  per  cent  of  the  third  and  all  of  the  fourth  generation 
were  wintering  larvae.     (Table  5.) 


16 


TECHNICAL  BULLETIN  183,  U.  S.  DEFT.  OF  AGBICTJLTXJRE 


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Table  4. 


z.^yeu^£:,  z,^-^^  Mz/A/r£:^/A/G  r^^  £^/?l<>9£:. 

Figure  13.— Average  feeding  periods  of  transforming  and  wintering  larvae  of  the 
oriental  peach  moth  compared  with  the  average  temperatures  for  the  respective 
feeding  periods,  at  Riverton,  N.  J.,. season  of  1926 

-Feeding  periods  and  hatching  dates  of  oriental  peach-moth  larvae  at 
Riverton,  N.  J.,  1925 

TRANSFORMING  INDIVIDUALS 


Feeding  periods 

Hatching  dates 

Brood 

Average 

Maximum 

Minimum 

First 

Last 

Male 

Fe- 
male 

Both 

Male 

Fe- 
male 

Male 

Fe- 
male 

Male 

Female 

Male 

Female 

First 

Days 
10.61 
12.07 
12.11 
13.31 

Days 
11.15 
12.92 
12.73 
13.85 

Days 
10.89 
12.49 
12.42 
13.64 

Days 
18 
19 
22 
16 

Days 

124 

21 

20 

21 

Days 
6 

8 
8 
8 

Days 

7 
8 
8 
10 

May    3 

May    5 

Jime  28 
Aug.   10 

June  28 

Second 

June  15 

June  15 

Auc.  10 

Third ..... 

July   16     July   16 
Aug.   18     Aug.   17 

Sept.    5  i  Sept.    5 

Fourth 

Sept.    1 

Sept.    3 

All  broods.. 

11.70 

12.38 

12.05 

22 

24 

6 

7 

May    3 

May    5  |  Sept.    5 

Sept.    5 

WINTERING 

INDIVIDUALS 

Second 

11.00   

14.  05      14.  72 
16. 19     15.  86 
41.  09     41. 14 

11.00 
14.35 
16.02 
41.11 

11 
21 
91 
115 

23 

85 
82 

11  ; 

8  i        8 

9  !        9 
13  1       10 

Aug.     7 

Aug.     7 
Sept.  18 
Sept.  25 
Sept.  28 

Third 

Aug.     5 
Aug.   17 
Sept.  .18 

Aug.     6 
Aug.   18 
Sept.  18 

Sept.  20 

Fourth 

Fifth 

Oct.     7 
Oct.    16 

All  broods.- 

16.01      16.06 

16.04 

115 

85 

8  1        8 

Aug.     5 

Aug.     6 

Sept.  28 

Oct.    16 

BOTH  TRANSFORMING  AND  WINTERING  INDIVIDUALS 


First.-. 
Second. 
Third.. 
Fourth. 
Fifth... 


All  broods. - 


10.61 
12.07 
12.93 
15.87 
4L09 


12.75 


11.15 
12.92 
13.44 
15.53 
41.14 


13.16 


10.89 

18 

24 

6 

7 

May    3 

May    5 

12.49 

19 

21 

8 

8 

June  15 

June  15 

13.18 

22 

23 

8 

8 

July   16 

July   16 

15.69 

91 

85 

8 

9 

Aug.  17 

Aug.  17 

41.11 

115 

82 

13 

10 

Sept.  18 

Sept.  18 

12.95 

115 

85 

6 

7 

May    3 

May    5 

June  28 
Aug.  10 
Sept.  18 
Sept.  25 
Sept.  28 


Jime  28 
Aug.  10 
Sept.  20 
Oct.  7 
Oct.  (^/^ 


Sept.  28  j  Oct. 


16 


1  individual. 


LIFE  HISTORY  OF  THE  ORIENTAL  PEACH  MOTH 


17 


Table  5. — Feeding  periods  and  hatching  dates  of  oriental  peach-moth  larvae  at 

Riverton,  N.  J.,  1926 


TRANSFORMING  INDIVIDUALS 


Feeding  periods 

Hatching  dates 

Brood 

Average 

Maximum 

Minimum 

First 

Last 

Male 

Fe- 
male 

Both 

Male 

Fe- 
male 

Male 

Fe- 
male 

Male 

Female 

Male 

Female 

First 

Days 
14.21 
11.54 
12.44 

Days 
14.72 
12.44 
13.66 

Days 

14.45 
11.96 
13.03 

Days 
25 
21 
21 

Days 
24 
19 
21 

Days 
10 

8 
8 

Days 
10 

8 
10 

May  20 
July     1 
July  31 

May  20 
July     1 
July  31 

July     1 
Aug.  12 
Aug.  23 

July     1 
Aug.  14 
Aug.  26 

Second. 

Third 

All  broods- 

12.76 

13.57 

13.14 

25 

24 

8 

8 

May  20 

May  20 

Aug.  23 

Aug.   26 

WINTERING  INDIVIDUALS 

Third 

18.87 
22.56 

19.11 
21.80 

18.99 
22.19 

62 
61 

62 

63 

58 

11         11 
14         14 

Aug.     7 
Sept.    1 

Aug.   12 
Sept.    1 

Oct. 
Oct. 

2 
2 

Oct.     2 

Fourth 

Sept.  30 

All  broods- - 

19.98 

19.96 

19.97 

63 

11 

11 

Aug.    7 

Aug.   12 

Oct. 

2 

Oct.     2 

BOTH  TRANSFORMING  AND  WINTERING  INDIVIDUALS 


First 

14.21 
11.54 
17.27 
22.56 

14.72 
12.44 
17.73 
21.80 

14.45 
11.96 
17.49 
22.19 

25 
21 
62 
61 

24 
19 
63 

58 

10 

8 
8 
14 

10 
8 
10 
14 

May  20 
July     1 
July  31 
Sept.    1 

May  20 
July     1 
July  31 
Sept.    1 

July     1 
Aug.  12 
Oct.     2 
Oct.     2 

July     1 

Second 

Third 

Aug.  14 
Oct.      2 

Fourth 

Sept.  30 

All  broods-. 

15.65 

16.18 

15.90 

62 

63 

8 

8 

May  20 

May  20 

Oct.     2 

Oct.     2 

Wintering  larvae  have  a  slightly  longer  feeding  period  than  trans- 
forming larvae.  This  is  illustrated  in  Figures  12  and  13,  where  the 
curves  showing  the  number  of  days  required  for  the  development  of 
larvae  which  started  their  development  at  the  same  time  overlap. 
The  curve  for  wintering  larvae  in  all  cases  is  above  that  for  the  trans- 
forming larvae.  If  one  takes  into  consideration  the  number  of  larvae 
existing  in  the  period  when  both  transforming  and  wintering  larvae 
are  developing,  it  will  be  noted  that  the  feeding  period  of  wintering 
larvae  is  approximately  one  or  more  days  longer  than  that  of  trans- 
forming larvae. 

THE  COCOON 

The  cocoon  (fig.  14)  is  a  silken  covering  spun  by  a  full-grown  larva 
for  its  protection  during  hibernation  and  while  it  changes  to  and  exists 
as  a  pupa.  After  a  larva  completes  its  development  in  a  twig  or  fruit 
it  usually  eats  its  way  out,  drops  to  the  ground  by  means  of  a  silken 
thread,  or  crawls  down  the  tree,  and  seeks  a  place  suitable  for  spinning 
a  cocoon.  Larvae  which  drop  to  the  ground,  or  come  out  of  fallen 
fruit,  spin  their  cocoons  on,  under,  or  within  some  object  on  the 
ground,  whereas  larvae  which  crawl  down  the  tree  may  spin  their 
cocoons  on  some  part  of  the  tree.  The  cocoon  averages  one-half  inch 
in  length  and  three-sixteenths  inch  in  width  and  is  made  of  silken 
threads  and  particles  of  the  objects  on  which  it  rests;  these  particles 
may  be  bark,  peach  pubescence,  sand,  leaves,  or  other  material. 
Usually  a  cocoon  is  constructed  in  24  to  48  hours. 

In  the  summer  the  cocoons  are  more  fragile  than  are  those  of  the 
wintering  forms.  The  summer  cocoons  may  be  found  on  fruit,  in 
axils  of  twigs,  under  pieces  of  bark,  and  in  other  situations.     The 

102934—30 3 


18 


TECHNICAL  BULLETIN  183,  U.  S.  DEPT.  OF  AGRICULTURE 


more  substantial  wintering  cocoons  are  found  in  rough  places  on  the 
tree,  particularly  in  the  crotches  and  under  rough  bark  on  the  trunk. 
If  late  varieties  of  peaches  have  been  heavily  infested,  cocoons  may 
occur  in  considerable  numbers  on  the  trunks  of  the  trees  near  the 
ground.  Old  quince  trees  with  shaggy  bark  afford  excellent  hiberna- 
tion quarters;  frequently  a  dozen  or  more  cocoons  of  the  oriental 
peach  moth  may  be  bunched  together  under  one  piece  of  quince  bark. 
Cocoons  may  also  be  found  under  flakes  of  apple-tree  bark,  when  an 
infestation  has  occurred  in  the  apples. 

Cocoons  are  also  found  in  places  other  than  on  the  host  plant. 
Trash  of  all  kinds  underneath  infested  trees  serves  as  hibernation 


Figure  14.— Oriental  peach-moth  cocoons  and  hibernation  quarters:  A,  summer  cocoons  on 
peaches;  B,  wintering  cocoons  under  quince  bark;  C,  D,  empty  pupal  skins  protruding  from 
typical  hibernation  quarters.    Two-thirds  natural  size 

quarters.  Cocoons  have  been  found  on  old  dried  peaches  and  quinces. 
After  heavy  infestation  of  quince  trees  some  of  the  larvae  spin  co- 
coons inside  of  the  fruit,  near  the  skin.  Old  dried  quinces  in  the 
spring  sometimes  have  six  or  more  protruding  empty  pupal  shells 
after  all  the  adults  of  the  spring  brood  have  emerged. 

The  cocoon  period  (Tables  6  and  7)  for  transforming  individuals 
was  8  to  33  days,  or  an  average  of  approximately  14  days  for  the  two 
seasons.  The  wintering -cocoon  period  ranged  from  131  to  307  days 
for  the  two  winter  periods.  The  relationship  between  the  tempera- 
tures existing  during  the  summer  period  and  the  length  of  the  cocoon 
period  is  illustrated  in  Figures  15  and  16.     The  high  points  of  the 


LIFE  HISTORY  OF  THE  ORIENTAL  PEACH  MOTH 


19 


temperature  curve  correspond  for  the  most  part  with  the  low  points 
of  the  time  curve.  The  location  of  a  given  point  on  the  cocoon- 
period  curve  indicates  the  average  time  required  for  all  of  the  insects 
within  the  cocoons  formed  on  a  given  date  to  complete  their  develop- 
ment.    The  temperature  indicated  for  any  day  is  the  average  of  all 


20  z^  j/[  jT  /£?  /s  20  zsj^q  s  /o  /^  20  zs  c?^  s  /o  /■^  20  ZS  J/,^   s  /o  /s 


/=v/2sr  s^oo£)  -  /,  2  so 


J 


^^06//Pr// Syeooo  -ey 


Y 


r07>?^-iJ,6/^    COCOOA/S- 

Figure  15.— Average  cocoon  periods  of  transforming  individuals  of  the  oriental  peach  moth  com- 
pared with  the  average  temperatures  for  the  respective  cocoon  periods,  at  Riverton,  N.  J.,  season 
of  1925 

temperatures  the  cocoons  formed  on  a  given  date  were  subjected  to 
during  their  average  cocoon  period.  For  example,  the  average 
cocoon  period  for  all  cocoons  formed  on  July  15,  1925,  was  14  days, 
and  the  average  temperature  recorded  for  that  day  is  73.3°  F.  This 
temperature  is  the  average  temperature  for  14  days  following  and 
including  July  15. 


20 


TECHNICAL  BULLETIN  183,  U.  S.  DEPT.  OF  AGRICULTtJRE 


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Figure  16.— Average  cocoon  periods  of  transforming  individuals  of  the  oriental  peach  moth 
compared  with  the  average  temperatures  for  the  respective  cocoon  periods,  at  Riverton, 
N.  J.,  season  of  1926 

Table  6. — Cocoon  periods  and  cocooning  dates  of  oriental  peach-moth  cocoons   at 

Riverton,  N.  J.,  1925 

TRANSFORMING  INDIVIDUALS 


Cocoon  periods  (prepupal  and  pupal) 

Cocooning  dates 

Brood 

Average 

Maximum 

Minimum 

First 

Last 

Male 

Female 

Both 

Male 

Fe- 
male 

Male 

Fe- 
male 

Male 

Female 

Male 

Female 

First 

Second 

Third 

Fourth 

Days 
13.17 
14.05 
14.44 
13.23 

Days 
12.93 
13.62 
14.00 
14.32 

Days 
13.04 
13.77 
14.22 
13.90 

Days 
20 
19 
33 
17 

Days 
18 
24 
20 
29 

Days 
10 
8 
10 
10 

Days 
9 
9 
10 
10 

May  24 
June  26 
July  27 
Aug.  31 

May  22 
June  26 
July  27 
Aug.  29 

July   11 
Aug.  23 
Sept.  16 
Sept.  12 

July  10 
Aug.  24 
Sept.  15 
Sept.  15 

All  broods- 

13.84 

13.53 

13.68 

33 

29 

8 

9 

May  24 

May  22 

Sept.  16 

Sept.  15 

WINTERING  INDIVIDUALS 

Second 

287.00 

262. 04 

258. 05 
210. 14 

262.68 
259.  35 
206.78 

287.00 
262.  32 
258.  70 
208.80 

287 
298 
302 
253 

306 
299 
251 

287 
225 
153 
131 

1  Aue.  18 

Aug.  18 
Oct.     7 
Dec.   22 
Jan.    14 

Third 

Fourth 

Fifth -. 

232 
156 
150 

Aug.  17 
Sept.    2 
Oct.      1 

Aug.  17 
Sept.    3 
Oct.      4 

Oct. 
Dec. 
Jan. 

15 
2 

All  broods. 

258.36 

259. 40 

258.  85 

302 

306 

131 

150 

Aug.  17 

Aug.  17 

Jan.    14 

Jan. 

2 

LIFE  HISTORY  OF  THE  ORIENTAL  PEACH  MOTH 


21 


Table  7. — Cocoon  periods  and  cocooning  dates  of  oriental  peach-moth  cocoons  at 

Rivertony  N.  J.,  1926 


TRANSFORMING  INDIVIDUALS 


Brood 


First 

Second 

Third 

All  broods 


Cocoon  periods  (prepupal  and  pupal) 


Male 


Days 
14.94 
13.59 
16.95 


14.66 


Female 


Days 
14.53 
13.52 
16.47 


14.41 


Both 


Days 
14.75 
13.56 
16.72 

14.54 


Maximum 


Male 


Days 
25 
26 
33 


33 


Fe- 
male 


Minimum 


Male 


Days  Days 
25 
31 
26 


31 


Fe- 

male 


Days 
11 
9 
11 


Cocooning  dates 


First 


Male       Female 


June  4 
July  11 
Aug.  10 


June    4 


June  10 
July  13 
Aug.  11 


June  10 


Last 


Male      Female 


July  15 
Aug.  29 
Sept.    6 


Sept.    6 


July  20 
Aug.  31 
Sept.  13 


Sept.  13 


WINTERING  INDIVIDUALS 

Third 

Fourth 

254.  54 
239. 08 

258.97  1  256.74 
245.91  1  242.43 

304 
284 

307 

288 

178 
178 

176 

178 

Aug.  25 
Sept.  19 

Aug.  29 
Sept.  17 

Nov.  27 
Nov.  27 

Nov.  30 
Nov.  27 

All  broods- 

250.01 

255.00     252.40 

304       307 

178 

176 

Aug.  25     Aug.  ^9 

Nov.  27 

Nov.  30 

THE  PUPA 

After  the  cocoon  is  completed,  the  larva  becomes  quiescent,  and 
gradually  its  body  shortens  and  becomes  thicker.  The  duration  of 
this  prepupal  stage  averages 
three  or  four  days  during  the 
summer  (Table  8),  after  which 
the  larva  sheds  its  skin,  and 
a  yellowish  pupa  {fig.  17), 
about  one-fourth  of  an  inch 
in  length, emerges.  If  a  larva, 
after  constructing  a  cocoon 
late  in  August  and  during 
September,  does  not  change 
to  a  pupa  within  five  to  seven 
days,  more  than  likely  it 
will  live  over  the  winter  un- 
changed. Almost  without  ex- 
ception all  pupae  formed  late 
in  the  season  emerge  as  adults 
during  the  current  season. 
So  far  as  known  no  oriental 

peach  moth  survives  the  winter  in  the  pupal  stage.  After  a  pupa  is 
formed,  it  gradually  turns  reddish  and  becomes  darker.  From  24 
to  48  or  more  hours  before  the  adult  emerges  the  wing  cases  of  the 
pupa  turn  black,  and  a  few  hours  prior  to  emergence  the  entire  pupa 
becomes  dark  in  color.  At  length  the  pupa  pushes  its  way  through  the 
loosely  spun  end  of  the  cocoon  and  the  adult  breaks  the  pupal  shell 
near  the  cephalic  end  along  the  meson. 

The  length  of  the  pupal  stage  is  shown  for  1926  in  Table  8.  For 
transforming  individuals  the  minimum  period  is  7  days,  the  maximum 
13  days,  and  the  average  for  the  season  is  9.81  days.  For  wintering 
individuals  which  change  to  pupae  early  in  the  spring  the  average 


Figure  17.— Oriental  peach-moth  pupa:  A,  lateral  view;  B, 
ventral  view;  C,  dorsal  view.     X  4 


22 


TECHNICAL  BULLETIN  183,  U.  S.  DEPT.  OF  AGRICULTURE 


pupal  stage  is  27.35  days,  and  the  minimum  and  maximum  periods 
are  17  and  51  days,  respectively.  In  the  material  reared  for  observa- 
tion of  the  pupal  stage  it  will  be  noted,  from  the  dates  shown  for  the 
various  periods,  that  there  is  not  the  distinct  overlapping  of  broods 
that  occurs  in  the  life-history  study  of  the  other  stages.  This  is  due 
to  the  fact  that  only  a  small  proportion  of  the  life-history  material 
was  allowed  to  spin  up  in  shell  vials  for  observation  of  the  pupal 
transformations,  and  owing  to  the  scarcity  of  cocooning  individuals 
at  the  beginning  and  end  of  each  brood  none  was  taken  for  this  pur- 
pose at  that  time.  The  records  for  the  pupal  stage  in  1925  are  in- 
complete, consequently  they  are  omitted,  yet  the  partial  records 
obtained  agree  closely  with  those  for  1926. 

Table  8. — Prepupal  and  pupal  periods  and  cocooning  and  pupation  dates  of  orienta'' 
peach  moths  which  formed  cocoons  in  1926  at  Riverton,  N.  J. 


Prepupal  period  (from  cocooning  to 
pupation) 

Pupal  period  (from  pupation  to  emergence) 

Brood 

Average 

Maximum 

Minimum 

Average 

Maximum 

Minimum 

Male 

Fe- 
male 

Both 

Male 

Fe- 
male 

Male 

Fe- 
male 

Male 

Fe- 
male 

Both 

Male 

Fe- 
male 

Male 

Fe- 
male 

First  1 

Second  1 

Third  I 

Days 
4.03 
3.42 
4.35 

Days 
4.31 
3.22 
4.00 

Days 
4.16 
3.32 
4.12 

Days 

7 
6 

Days 

I 

9 

Days '  Days 
i.         1 

11         1 
2!          1 

Days 
9.99 
9.22 

11.87 

Days 
9.61 
9.32 

11.46 

Days 
9.82 
9.  28 

11.60 

Days 
12 
13 
13 

Days 
11 
13 
13 

Days 

I 

11 

Days 

7 
7 
10 

First,     sec- 
ond,   and 
third  1 

3.77 

3.74 

3.75 

6 

9 

1 

1 

9.82 

9.79 

9.81 

13 

13 

7 

7 

Third  2 

216. 84  223.  71 

220. 05 

246 

255 

172|      159 

28.30 

26.25 

27.35 

51 

51 

22 

17 

Brood 


First  i„. 
Second  K 
Third  L. 


First,     second,     and 
third  1 


Third  K 


Cocooning  dates 


First 


Male       Female 


June  18 
July  15 
Aug.  19 

June  18 

Aug.  31 


June  19 
July  15 
Aug.  19 

June  19 

Aug.  31 


Last 


Male        Female 


July  15 
Aug.  19 
Sept.    3 

Sept.    3 

Oct.    12 


July  15 
Aug.  20 
Sept.  13 

Sept.  13 

Oct.    12 


Pupation  dates 


First 


Last 


Male 


June  22 
July  19 
Aug.  24 

June  22 

1927 
Mar.  18 


Female 


Male 


June  24  July  20 
July  19  I  Aug.  24 
Aug.  21  i  Sept.    9 

June  24  j  Sept.    9 


1927 


1927 


Mar.  19     May  20 


Female 

July  20 
Aug.  24 
Sept.  15 

Sept.  15 

1927 
June    3 


Transforming  individuals. 


Wintering  individuals;  moths  emerging  in  spring  of  1927. 


THE   ADULT 

The  adult,  the  last  stage  in  the  life  cycle  of  the  insect,  is  a  small 
grayish-brown  (fuscous)  moth  (fig.  18)  with  a  wing  span  of  approxi- 
mately one-half  inch.  The  following  description  by  A.  Busck  (14) 
agrees  with  the    writers'  observations. 

Laspeyresia  molesta,  n.  sp. 

Head  dark,  smoky  fuscous;  face  a  shade  darker,  nearly  black;  labial  palpi  a 
shade  lighter  fuscous;  antennae  simple,  rather  stout,  half  as  long  as  the  fore  wings, 
dark  fuscous  with  thin,  indistinct,  whitish  annulations.  Thorax  blackish  fus- 
cous; patagia  faintly  irrorated  with  white,  each  scale  being  slightly  white-tipped. 
Forewings  normal  in  form;  termen  with  slight  sinuation  below  apex;  dark  fuscous, 
obscurely  irrorated  by  white-tipped  scales;  costal  edge  blackish,  strigulated 
with  obscure,  geminate,  white  dashes,  four  very  faint  pairs  on  basal  half  and  three 
more  distinct  on  outer  half  besides  two  single  white  dashes  before  apex;  from 
the  black  costal  intervals  run  very  obscure,  wavy,  dark  lines  across  the  wing, 


LIFE  HISTOEY  OF  THE  ORIENTAL  PEACH  MOTH 


23 


all  with  a  strong  outwardly  directed  wave  on  the  middle  of  the  wing;  on  the  middle 
of  the  dorsal  edge  the  spaces  between  three  of  these  lines  are  more  strongly 
irrorated  with  white  than  is  the  rest  of  the  wing,  so  as  to  constitute  two  faint  and 
poorly  defined,  white  dorsal  streaks.  All  these  markings  are  only  discernible  in 
perfect  specimens  and  under  a  lens;  ocellus  strongly  irrorated  with  white,  edged 


Figure  18.— Adults  of  the  oriental  peach  moth,  dorsal  view:  A,  With  wings  spread;  B,  natural 

position  when  at  rest.     X  7 


by  two  broad,  perpendicular,  faint  bluish  metallic  Hnes  and  containing  several 
small,  deep  black,  irregular  dashes,  of  which  the  fourth  from  tornus  is  the  longest 
and  placed  farther  outward,  so  as  to  break  the  outer  metallic  edge  of  ocellus; 
the  line  of  black  dashes  as  well  as  the  adjoining  bluish  metallic  lines  are  continued 
faintly  above  the  ocellus  in  a  curve  to  the  last  geminate  costal  spots;  there  is  an 
indistinct,  black  apical  spot  and  two  or  three  small  black  dots  below  it;  a  thin 


24 


TECHNICAL  BULLETIN  183,  TJ.  S.  DEPT.  OF  AGRICULTURE 


but  distinct,  deep  black,  terminal  line  before  the  cilia;  cilia  dark  bronzy  fuscous. 
Hind  wings  dark  brown  with  costal  edge  broadly  white;  cilia  whitish;  underside 
of  wings  lighter  fuscous  with  strong  iridescent  sheen;  abdomen  dark  fuscous  with 
silvery  white  underside;  legs  dark  fuscous  with  inner  sides  silvery;  tarsi  blackish 
with  narrow,  yellowish  white  annulations. 

Alar  expanse:  10  to  15  mm. 

United  States  National  Museum  type  20664. 

Males  and  females  resemble  each  other  closely.  The  female  is 
usually  a  trifle  larger;  this  difference  is  especially  noticeable  in  the 
abdomen  of  the  female  when  filled  with  eggs.  The  abdomen  of  a 
female  is  somewhat  swollen,  and  a  circular  depression  or  area  sur- 
rounded by  a  ring  of  scales  occurs  at  the  posterior  end  of  the  ventral 
side.  The  abdomen  of  a  male  is  narrow,  pointed  at  the  end,  and  bears 
a  slitlike  mark  at  the  posterior  end  on  the  ventral  aspect. 

Adults  are  most  active  about  sundown.  They  have  an  irregular, 
up  and  down,  or  zigzag,  flight.  In  the  orchard  they  may  be  seen 
darting  about  the  terminals,  or  new  growth,  of  their  host  plants. 
Adults  are  occasionally  very  active  in  the  middle  of  the  day;  this 
seems  to  be  particularly  true  of  the  spring  brood.  When  confined  in 
6  by  8  inch  glass  jars  with  moist  sand  and  water,  moths  were  found  to 
live  3  to  37  days.  (Table  9.)  The  average  length  of  life  of  adults  is 
14  or  15  days  during  the  summer,  but  in  the  spring  and  fall  they  may 
live  much  longer. 


Table  9.- 


■Length  of  life  of  adults  of  the  oriental  peach  moth  at  Riverton,  N.  J., 
1925  and  1926 


Year 


1925. 


1926. 


1925  and  1926 
combined.. 


Brood 


First- -. 
Second. 
Third.. 
Fourth. 
Fifth... 
Spring. 
First... 
Second. 
Third.. 
Fifth... 
Spring. 
First-- - 
Second. 
Third- - 
Fourth. 
Fifth.- - 


Moths 


Length  of  life 


Average 


Male 


No. 
250 
355 
256 
28 
889 
321 
259 
326 
61 
967 
321 
509 
681 
317 
28 

1,856 


Fe- 
male 


No. 
240 
346 
219 

38 
843 
318 
256 
307 

55 
936 
318 
496 
653 
274 

38 
1,779 


Both 


No. 

490 

701 

475 

66 

1,732 
639 
515 
633 
116 

1,903 
639 

1,005 

1,334 

591 

66 

3,635 


Male 


Days 
15.12 
14.53 
15.62 
20.32 
15.19 
16.96 
14.44 
15.70 
16.49 
15.83 
16.96 
14.77 
15.09 
15.78 
20.32 
15.52 


Fe- 


Days 
14.34 
14.41 
15.72 
20.37 
15.00 
17.88 
13.86 
15.48 
16.47 
15.91 
17.88 
14.09 
14.90 
15.87 
20.37 
15.48 


Both 


Days 

14.74 

14.47 

15.67 

20.35 

15.10 

17.42 

14. 15 

15.59 

16.48 

15.87 

17.42 

14.43 

15.00 

15.82 

20.35  I 

15.50  I 


Maximum     Minimum 


Male 


Days 
23 
26 
32 
30 
32 
30 
37 
32 
27 
37 
30 
37 
32 
32 
30 
37 


Fe- 
male 


Days 
22 
29 
36 
32 
36 
37 
25 
28 
25 
37 
37 
25 
29 
36 
32 
37 


Male 


Days 
3 
4 
5 

10 
3 
3 
3 
5 
7 
3 
3 
3 
4 
5 

10 
3 


Fe- 
male 


Days 
4 
4 
6 
12 
4 
5 
3 
5 
5 
3 
5 
3 
4 
5 

12 
3 


Egg  deposition  usually  begins  2  to  5  days  after  the  females  emerge 
and  continues  for  7  to  10  days,  or  even  longer.  Unless  the  female  is 
fertilized,  few  or  no  eggs  will  be  deposited.  The  maximum  number  of 
eggs  are  deposited  when  the  females  are  exposed  to  sunlight  a  goodly 
portion  of  the  day  and  have  access  to  plain  or  sweetened  water. 

Females  deposit  100  to  200  or  more  eggs.  In  one  series  of  trials 
10  females  were  placed  in  each  of  10  different  glass  jars,  6  by  8  inches 
in  size,  with  5  to  10  males  in  each  jar.  The  ^gg  production  per  female 
ranged  from  96  to  227,  and  averaged  148  for  the  entire  lot.  Possibly 
under  natural  conditions  more  eggs  per  female  might  have  been 
deposited  by  these  same  moths. 


LIFE  HISTORY  OF  THE  ORIENTAL  PEACH  MOTH 


25 


Most  eggs  are  deposited  late  in  the  afternoon,  and  deposition  con- 
tinues until  an  hour  after  sunset.  On  warm  cloudy  days  the  eggs  may 
be  deposited  earlier  in  the  day.  Also  some  eggs  may  be  deposited 
just  before  sunrise,  if  the  temperature  is  near  70°  F.  or  higher.  Prac- 
tically no  eggs  are  deposited  when  the  temperature  during  the  normal 
egg-deposition  period  is  below  60°.  The  most  favorable  temperatures 
seem  to  be  between  70°  and  90°. 

Temperature  has  considerable  influence  on  the  time  of  day  adults 
emerge.  Early  in  the  season  or  during  periods  when  the  nights  are 
cool  (50°  F.  or  below)  and  when  the  morning  hours  are  cool  the  peak 
of  daily  emergence  occurs  at  noon  or  shortly  thereafter,  whereas  on 
days  when  the  night  and  early  morning  temperatures  are  fairly  high 
the  adults  come  out  earlier,  and  the  peak  of  emergence  occurs  about 
9  a.  m.  A  sudden  cold  spell  of  two  or  three  days  during  the  period  of 
rapid  emergence  will  check  the  daily  emergence  very  decidedly  for  a 
day  or  two. 

The  location  of  the  cocoon,  particularly  the  wintering  cocoon, 
influences  the  time  of  emergence  of  the  adult.  If  the  cocoon  is  ex- 
posed to  direct  sunlight  for  a  number  of  hours  per  day  the  chances  are 
that  the  adult  will  emerge  much  sooner  than  if  the  cocoon  is  located  in 
a  completely  shaded  situation.  Light  rays  may  have  some  influence 
on  the  time  of  emergence.  It  is  known  that  the  direct  rays  of  the  sun 
make  a  very  great  difference  in  the  temperature  of  the  environment 
where  a  cocoon  is  located.  This  is  particularly  true  of  wintering 
cocoons  and  is  illustrated  and  discussed  by  the  writers  in  a  previous 
publication  (11).  The  first  spring-brood  moths  emerge  in  the  orchard 
about  the  time  the  first  peach  blossoms  appear  and  the  leaves  are 
beginning  to  form. 


THE  UFE   CYCLE 

The  life  cycle  (Tables  10  and  11)  of  transforming  individuals  for  the 
two  seasons  ranges  from  23  to  59  days,  with  seasonal  averages  of  30 
and  33  days  for  the  two  seasons.  Generally  speaking,  an  individual 
moth  completes  its  development  in  one  month  during  most  of  the 
growing  season.  The  life  cycle  for  wintering  individuals  ranged  from 
232  to  331  days,  with  averages  of  278  and  279  days  for  the  two  winters. 

Table  10. — Life-cycle  periods  and  dates  of  adult  emergence  of  oriental  peach  moths 
from  eggs  deposited  in  1925  at  Riverton,  N.  J. 

TRANSFORMING  INDIVIDUALS 


Brood 


First 

Second 

Third 

Fourth 

All  broods. 


Life-cycle  periods 


Average 


Maximum 


Male 


Days 
29.38 
30.50 
31.46 
31.15 


30.44 


Fe- 
male 

Days 
29.56 
31.03 
31.57 
.33. 07 


Both  iMale 


Days 
29.47 
30.76 
31.52 
32.33 


30.78       30.61 


Days 
47 
40 
59 
35 


59 


Fe- 
male 


Days 
40 
42 
42 
46 


Minimum 


Male 


Days 
23 
25 
25 
26 


23 


Fe- 
male 


Days 
24 

25 
26 
27 


24 


Dates  of  moth  emergence 


First 


Last 


Male       Female  ;     Male       Female 


1925 
June    5 
July     8 
Aug.   10 
Sept.  11 


June    5 


1925  I      1925 
June    5     July  25 

July     8  I  Sept.    7 

Aug.    9  I  Oct.    16 

Sept.  11  I  Sept.  28 


June    5 


Oct.    16 


1925 
Julv   25 
Sept.    7 
Oct.      5 
Oct.    12 


Oct.    12 


WINTERING  INDIVIDUALS 

Second . 

303.00 
281.01 
279.  39 
256.  90 

282.17 
280.36 
254.64 

303.00 
281.53 
279. 87 
256.00 

303 
317 
325 
271 

328 
318 
268 

303 
247 
244 
244 

252 
241 
246 

1026 
June    1 

May  15 
May  19 
May  22 

1926 

1926 
June    1 
June  29 
July     5 
June  11 

1926 

Third 

Fourth 

Fifth 

May  16 
May  20 
May  19 

July     9 
July     6 
June  12 

All  broods. 

279.42 

280.48 

279.91 

325 

328 

244 

241  1  May  15 

May  16 

July     5 

July     9 

26 


TECHNICAL  BULLETIN  183.  U.  S.  DEPT.  OF  AGRICULTURE 


Table  II. — Life-cycle  periods  and  dates  of  adult  emergence  of  oriental  peach  moths 
from  eggs  deposited  in  1926  at  Riverton,  N.  J. 


TRANSFORMING  INDIVIDUALS 


Life-cycle  periods                           |            Dates  of  moth  emergence 

Brood 

Average 

Maximum 

Minimum 

First 

Last 

r 

Male 

Fe- 
male 

Both 

Male 

Fe- 
male 

Male 

Fe- 
male 

Male 

Female 

Male 

Female 

First 

Second 

Third 

Days 
36.12 
29.44 
33.62 

Days 
36.05 
30.40 
34.41 

Days 
36.08 
29.89 
34.00 

Days 
60 
44 
53 

Days 
51 

48 
47 

Days 
29 
24 
26 

25 

28 

1926 
June  23 
July  24 
Aug.  23 

1926 
June  28 
July  25 
Aug.  24 

1926 
Aug.     1 
Sept.  17 
Oct.      6 

1926 
Aug.    3 
Sept.  18 
Sept.  26 

All  broods. 

32.80 

33.  35 

33.05         53         51 

24 

25  1  June  23    June  28 

Oct.     6 

Sept.  26 

WINTERING  INDIVIDUALS 

Third. 

Fourth 

279.  57 
268.41 

284.42 
274.55 

281. 87 
271. 43 

324 
308 

331 
310 

232 
243 

243 
242 

1927 
May  11 
May  13 

1927 
May  11 
May  23 

1927 
July   17 
July     3 

1927 
July  21 
July  11 

All  broods- 

276.20 

281.30 

278.65 

324       331 

232 

242 

May  11 

May  11 

July  17 

July  21 

Table  12. — First  and  last  dates  of  spring-brood  emergence  of  oriental  peach  moths 
in  1926,  1926,  and  1927,  at  Riverton,  N.  J. 


Type  of  inclosure 


Screened  insectary  and  outdoor  cages 

Screened  insectary 

Outdoor  screen  cages 

Screened  insectary 

Outdoor  screen  cages 


Year 


1925 
1926 
1926 
1927 
1927 


Dates  of  moth  emergence 


First 


Male       Female 


Apr.  13 
May  15 
May  4 
May  11 
Apr.     7 


Apr.  13 
May  16 
May  4 
May  11 
Apr.  11 


Last 


Male      Female 


June  19 

July  5 

June  13 

July  17 

June  11 


June  14 

July  9 

June  22 

July  21 

July  2 


The  relationship  between  prevailing  temperatures  and  the  length 
of  the  life  cycle  of  transforming  individuals  is  illustrated  in  Figures 
19  and  20.  The  location  of  a  given  point  on  the  time  curve  indicates 
the  average  time  required  for  the  individuals  from  eggs  deposited  on 
the  given  day  to  complete  their  life  cycle.  The  temperature  indicated 
for  any  day  is  the  average  of  all  temperatures  the  individuals  starting 
on  that  day  were  subjected  to  for  the  period  of  their  average  life 
cycle.  For  example,  the  average  life  cycle  for  all  the  individuals  from 
eggs  deposited  on  June  24,  1925,  was  30  days,  and  the  temperature 
recorded  for  that  day  was  75.4.  This  temperature  is  the  average  of 
all  temperatures  for  30  successive  days  starting  with  June  24. 

GENERATIONS  PER  SEASON 

At  Riverton,  N.  J.,  in  1925  there  were  five  complete  or  partial 
generations  and  in  1926  four  complete  or  partial  generations,  as  shown 
in  Figure  21.  This  chart  also  shows  the  beginning  dates  and  the  25, 
50,  75,  and  100  per  cent  completion  dates  of  moth  emergence,  egg 
deposition,  hatching,  and  cocoon  formation  for  each  generation  in 
1925  and  1926. 


LIFE  HISTORY  OF  THE  ORIENTAL  PEACH  MOTH 


27 


TEMPERATURE   AND    EFFECTIVE    DAY-DEGREES 

The  chief  reason  why  there  was  such  a  decided  difference  in  the 
number  of  generations  and  the  dates  when  the  various  stages  in  the 
several  generations  occurred  in  1925  and  1926  was  the  marked 
difference  in  temperature  during  the  two  seasons.  Table  13  and 
Figure  22  show  the  decided  contrast.  In  Table  13  it  will  be  noted 
that  June,  July,  and  September  were  warmer  in  1925  than  in  1926. 
This  was  particularly  true  of  June  and  September.  From  May  1 
to  September  30  the  monthly  mean  temperatures  for  1926  averaged 
3.3"  lower  than  for  1925,  the  total  of  the  effective  day-degrees  (50  to 


2<p  2Sjq  ^  /o  /s  20  2S  j(^  s  /o  /s  20  2S  JQ^  s  /o  /s  eo  2S  jy,  s  /o  /s  20  25  J( 

,         ^       ;yy/ye£>  s/200^y  -303        . 

Figure  19.— Average  life  cycle,  egg  to  adult,  of  transforming  individuals  of  the  oriental  peach  moth 
compared  with  the  average  temperatures  for  the  respective  life-cycle  periods,  at  Riverton,  N.  J., 
season  of  1925 

86''  F.)  for  this  period  in  1926  was  333.3  less  than  in  1925,  and  the 
monthly  average  was  66.6  effective  day-degrees  less  than  in  1925. 
In  1925  there  were  66  days  between  May  1  and  September  30  when  the 
temperature  exceeded  86°,  while  in  1926  there  were  only  19  days  when 
the  temperature  exceeded  86°.  The  monthly  mean  temperatures  were 
taken  from  the  Weather  Bureau  records  and  from  temperatures 
recorded  by  investigators  at  the  Japanese  beetle  laboratory.  The 
accumulated  effective  day-degrees  (50°  to  86°)  in  the  insectary  were 
figured  from  12  readings  taken  from  thermograph  records  for  each 
24-hour  period.  In  Figure  22  each  point  on  the  curves  indicates  the 
average  number  of  day-degrees  above  50°  for  seven  days.     These  are 


28 


TECHNICAL  BULLETIN  183,  U.  S.  DEPT.  OF  AGKICULTURE 


ascertained  by  adding  the  day-degrees  for  the  three  previous  days  and 
the  three  following  days  to  those  of  the  given  date  and  dividing  by 
seven. 


48 
47 

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^£:COA/£>  S/eoo^^-99/ 


7-07>^A  -2,27-^  /A^S£:C7-^ 

Figure  20.— Average  life  cycle,  egg  to  adult,  of  transforming  individuals  of  the  oriental 
peach  moth  compared  with  the  average  temperatures  for  the  respective  life-cycle  periods, 
at  Riverton,  N.  J.,  season  of  1926 

Table  13. — Comparisons  of  temperature  for  1925  and  1926,  at  Riverton,  N.  J. 


Mean  temperatures 

Effective  day-degrees 

Month 

1925             1926 

« 

More  (+) 
or  less 

1925 

1926 

More  (+) 

or  less 

(-)m 

1926 

May 

°  F.     i      <>F. 
59. 1            59.  7 
76.4  1          65.2 
73.6  i          72.6 
72. 1  1          73.  0 
70.4  1          64.6 

°  F. 
+0.6 

-11.2 
-1.0 
+0.9 
-5.8 

358.4 
722.1 
720.4 
653.8 
538.3 

346.7 
473.9 
692.4 
696.8 
449.9 

—11  7 

June V- 

—248  2 

July. 

— 28  0 

August 

+43.0 
—88  4 

September.. 

Total 

351.  6  1        335. 1 
70.  3            67.  0 

-16.5 
-3.3 

2,993.0 
598.6 

2,659.7 
531.9 

—333  3 

Average 

—66  6 

In  the  detailed  life-history  study  of  the  oriental  peach  moth  no 
serious  attempt  was  made  to  control  temperature  and  other  factors. 
However,  careful  observations  were  made  on  the  development  of  the 
insect  under  insectary  conditions  (see  ''Methods  and  equipment," 
2),  and  continuous  records  were  kept  of  the  daily  temperatures 
y  thermographs  and  maximum  and  minimum  thermometers.     Most 


I 


LIFE  HISTORY  OF  THE  ORIENTAL  PEACH  MOTH 


29 


of  the  information  presented  bearing  on  temperature  is  based  on  these 
observations. 

In  1922  Glenn  (1)  published  a  paper  on  the  relationship  existing 
between  effective  day-degrees  and  the  development  of  the  codling 
moth.  Glenn's  paper  has  been  subjected  to  considerable  criticism, 
yet  it  showed  the  decided  importance  of  temperature  as  a  factor  in 
the  development  of  the  codling  moth.  It  also  showed  for  the  first 
time  that  in  general  the  effective  degrees  for  the  development  of  the 


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Figure  21.— Summarized  life-history  chart  of  the  oriental  peach  moth  for  1925  and  1926,  at  River- 
ton,  N.  J.  The  triangular  figures  show  the  beginning  dates  and  the  25,  50,  75,  and  100  per  cent 
completion  dates  of  adult  emergence,  egg  deposition,  larval  hatching,  and  cocoon  formation  for 
the  several  generations  in  each  season 

codling  moth  were  between  50°  and  86°  F.;  the  50°  being  the  theo- 
retical zero  of  development  and  the  86°  being  the  degree  of  maximum 
rate  of  development,  and  every  additional  degree  above  86°  retarded 
development  at  the  same  rate  as  every  advancing  degree  below  86° 
accelerated  development.  In  other  words,  to  ascertain  the  number  of 
effective  day-degrees  needed  for  the  development  of  any  stage  of  an 
individual  only  those  degrees  between  50°  and  86°  are  favorable,  and 
corrections  should  be  made  for  all  temperatures  above  86°. 


30 


TECHNICAL  BULLETIN  183,  U.  S.  DEPT.  OF  AGRICULTURE 


In  these  studies  extensive  and  intensive  use  has  been  made  of 
Glenn^s  ideas  and  theories,  and  the  results  have  proved  to  be  most 
interesting.  Table  14  summarizes  the  results  obtained  when  the 
idea  of  effective  day-degrees  was  applied  to  large  numbers  of  indi- 
viduals of  each  stage  for  two  seasons.  When  it  is  considered  that  the 
two  seasons  of  1925  and  1926  were  extremely  different  from  the  stand- 
point of  temperature,  it  is  rather  significant  that  the  average  total  of 
effective  day-degrees  for  the  two  seasons  should  so  closely  approximate 
each  other  for  all  stages.  This  fact  alone  indicates  strongly  that  the 
50°  to  86°  range  is  approximately  correct  for  the  oriental  peach  moth 
and  further  emphasizes  the  close  relationship  existing  between  the 
codling  moth  and  the  oriental  peach  moth. 


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Figure  22. — Comparison  of  7-day  averages  of  the  day-degrees  above  50°  F.,  from  May  1  to  October 
15,  for  1925  and  1926,  in  the  insectary  at  Riverton,  N.  J, 


Table  14. — Average  number  of  effective  day-degrees  {50°  to  86°  F.)  needed  to  com- 
plete the  development  of  the  several  stages  of  the  oriental  peach  moth  in  1925  and 
1926  in  an  open  screen  insectary  at  Riverton,  N.  J. 


Item 

Period 

Number  of 
individuals 

Number  of  effective  day- 
degrees 

Stage 

1925 

1926 

1925 

1926 

More  (+> 

or  less 

(-)in 

1926 

Egg 

A 

I  c 

If 
1- 

Unobserved  half  day  of  incubation 
period. 

Observed  part  of  incubation  period 

Entire  incubation  period 

40,210 

40,  210 
40,  210 

3,270 
929 

3,431 

3,270 

(0 

23,507 

23,  507 

23,  507 

2,309 

1,532 

2,270 

2,267 
(1) 

10.4 

99.6 
110.0 
278.3 
281.0 
304.6 

694.0 
1  692. 9 

8.7 

102.1 
110.8 
277.6 
282.4 
306.7 

694.4 
1  695. 1 

-1.7 

-f2.  5 
+0.8 

Larva 

Cocoon  (larva 
and  pupa). 

Life  cycle 
(egg  to 
adult). 

Feeding  period  of  transforming  larvae. 

Feeding  period  of  wintering  larvae 

Cocoon  period  of  transforming  indi- 
viduals. 

Life  cycle  of  transforming^ndividuals. 

Life  cycle  of  transforming  individuals 
(C,  D,  and  F).i 

-.7 
-fl.4 
+2.1 

-^0.4 

+2.2 

1  This  item  (H)  includes  the  records  of  transforming  individuals  which  completed  any  stages,  whereas 
the  preceding  item  (G)  is  based  on  the  records  of  those  transforming  individuals  which  completed  all  stages 
of  the  life  cycle. 


LIFE  HISTORY  OF  THE  ORIENTAL  PEACH  MOTH 


31 


Various  ranges  of  temperature,  50°  to  84°  F.,  50°  to  86°,  50°  to  88°, 
and  50°  to  90°,  and  also  other  ranges  with  45°  to  55°  as  the  minimum, 
were  used  to  determine  the  effective  day-degrees  for  the  several  stages. 
In  general,  the  50°  to  86°  gave  results  most  nearly  alike  for  the  two 
seasons ;  consequently  the  writers  have  assumed  that  this  range  comes 
nearest  to  being  correct.  For  the  sake  of  brevity  the  results  of  this 
range  are  the  only  ones  presented.  (Table  14.)  Tables  15,  16,  17, 
and  19  show  the  extent  of  variation  in  the  number  of  effective  day- 
degrees  needed  to  complete  the  development  of  the  respective  stages 
by  the  various  individuals  on  the  basis  of  a  50°  to  86°  range. 

The  average  incubation  periods  of  the  eggs  (Tables  14  and  15)  for 
the  two  seasons,  expressed  in  effective  day-degrees,  were  110°  and 
110.8°,  respectively.  Thus  the  difference  in  the  average  totals  of 
effective  day-degrees  for  the  incubation  period  in  1925  and  in  1926 
was  0.8°,  or  a  difference  of  less  than  1  per  cent. 

In  Tables  14  and  15  the  entire  incubation  period  is  subdivided  into 
two  parts;  the  unobserved  half  day  and  the  observed  period.  This- 
is  due  to  the  method  used  in  taking  records.  All  deposition  and 
hatching  records  were  made  early  in  the  morning  of  each  day,  and 
experience  has  shown  that  nearly  all  eggs  are  deposited  about  sunset. 
To  obtain  the  complete  record  of  effective  day-degrees  for  any  lot 
of  eggs,  it  was  necessary  to  take  into  consideration  the  time  and 
effective  day-degrees  occurring  between  the  deposition  and  the  first 
observation.  Since  it  was  impractical  to  make  observations  on  the 
exact  time  each  egg  was  deposited,  it  was  estimated  that  an  average 
of  12  hours  elapsed  for  all  eggs  between  the  time  of  deposition  and  the 
first  observation.  This  period  has  been  called  the  unobserved  half 
day.  Consequently,  to  obtain  the  entire  incubation  period,  it  is- 
necessary  to  add  the  unobserved  half  day  to  the  observed  period. 
The  unobserved  half-day  period  is  also  considered  in  determining  the 
life  cycle,  and  it  is  included  in  the  figures  shown  in  Tables  14  and  19. 

Table  15. — Number  of  eggs  of  the  oriental  peach  moth  which  completed  their  incu- 
bation period  within  given  ranges  of  effective  day-degrees  and  the  average  number 
of  effective  day-degrees  required  at  Riverton,  N.  J.,  seasons  of  1925  and  1926 


Range  of  effective  day-degrees 

1925 

1926 

80-84.9 

Eggs 

780 

821 

5,833 

12, 613 

11,484 

6,642 

1,666 

16 

356 

Eggs 

OO 

85-  89.9 

630 

90-  94.9. 

2,253 
6,526 
5,601 
5,755- 
1,825- 
725 

95-99.9 

IOa-104.9 .                 

105-109.9 

110-114.9.. 

115-119.9 

120-125 

192 

Total 

40, 210 

23,507 

Average  number  of  effective  day-degrees  for  observed  period 

Average  number  of  effective  day-degrees  for  unobserved  half-day  period. 
Average  number  of  effective  day-degrees  for  entire  period 


I  Day-degrees 

^  99.6 

10  4 

110  0 


Day-degrees 
102.1 

8.7 

110  a 


The  feeding  period  of  transforming  larvae  (Tables  14  and  16)  aver- 
aged 278.3  and  277.6  effective  day-degrees  in  1925  and  1926,  whereas 
the  feeding  period  of  wintering  larvae  averaged  a  little  higher,  281 
and  282.4  effective  day-degrees.  Again  the  results  for  the  two  sea- 
sons resemble  each  other  closely,  the  variation  being  less  than  one- 


32 


TECHNICAL  BULLETIN  183,  U.  S.  DEPT.  OF  AGRICULTURE 


half  of  1  per  cent  for  both  transforming  and  wintering  larvae.  The 
difference  in  the  effective  day-degree  requirement  of  wintering  and 
transforming  larvae  substantiates  the  results  shown  in  Figures  12 
and  13,  where  it  is  evident  that  wintering  larvae  feed  longer  than 
transforming  larvae. 

Table  16. — Number  of  transforming  and  wintering  larvae  of  the  oriental  peach  moth 
which  completed  their  feeding  periods  within  given  ranges  of  effective  day-degrees, 
and  the  average  number  of  effective  day-degrees  required,  at  Riverton,  N.  J.,  seasons 
of  1925  and  1926 


Range  of  effective  day-degrees 

Transforming  larvae 

Wintering  larvae 

1925 

1926 

1925 

1926 

199-209.9 

Number 
1 
8 

59 
297 

86 
134 
376 
641 
460 
639 
346 
119 

84 

20 

Number 

0 

0 

17 

71 

122 

183 

420 

530 

205 

373 

213 

169 

0 

6 

Number 

0 

20 

10 

79 

53 

0 

121 

209 

268 

55 

91 

5 

3 

15 

Number 
0 

210-219.9..   

0 

220-229.9 

0 

230-239.9 

0 

240-249.9 

67 

250-259.9 

120 

260-269.9 . 

248 

270-279.9  .   -- 

317 

280-289.9 

251 

290-299.9 

235 

300-309.9 

181 

310-319.9 

76 

320-329.9 

31 

330-340.0 

6 

Total         

3,270 

Day-degrees 
278.3 

2.309 

Day-degrees 

277.  Q 

929 

Day-degrees 
281.0 

1,532 
Day-degrees 

Average  number  of  effective  day-degrees 

The  cocoon  period  (larva,  prepupa,  and  pupa)  of  transforming  indi- 
viduals (Tables  14  and  17)  averaged  304.6  and  306.7  effective  day- 
degrees  for  1925  and  1926.  This  stage  showed  the  greatest  variation 
of  all  the  stages  for  the  two  years,  yet  the  difference  was  less  than 
1  per  cent.  P.  A.  Glenn  has  shown  that  the  pupal  stage  of  the  codling 
moth  has  an  effective  day-degree  range  of  52  to  86.  It  is  probable 
that  if  a  similar  correction  could  have  been  made  the  results  for  the 
two  years  might  have  been  closer.  Unfortunately  continuous  records 
on  the  pupal  stage  for  1925  were  not  made;  consequently  a  separate 
zero  of  development  for  pupae  could  not  be  ascertained. 

Table  17. — Number  of  oriental  peach  moths  which  completed  their  cocoon  periods 
within  given  ranges  of  effective  day-degrees,  and  the  average  number  of  effective 
day-degrees,  Riverton,  N.  J.,  seasons  of  1925  and  1926 


Range  of  effective  day-degrees 

1925 

1926 

258-259.9 

Cocoons 

7 

116 

161 

311 

234 

772 

1,595 

186 

49 

Cocoons 
0 

260-269.9       -                                                                                                 

9 

270-279.9       -  .       .                                                                      

40 

280-289.9 

201 

290-299.9 

502 

300-309.9. 

773 

310-319.9       -                                                                                   .          . 

655 

320-329.9 . 

174 

330-334.9 

16 

Total 

.    3,431 

Day-degrees 
304.6 

2,270 

Average  number  of  effective  day-degrees -. 

Day-degrees 
306.7 

LIFE  HISTOKY  OF  THE  ORIENTAL  PEACH  MOTH 


33 


The  influence  of  effective  day-degrees  on  wintering  larvae  and 
pupae  in  cocoons  is  different  from  that  on  transforming  individuals 
in  cocoons,  for  it  requires  many  more  effective  day-degrees  to  com- 
plete the  development  of  the  stages  within  and  produce  adults.  At 
one  time  it  was  the  opinion  of  the  writers  that  the  average  of  accu- 
midated  effective  day-degrees  in  the  spring  of  the  year,  starting  with 
January  1,  would  be  the  same  for  wintering  material  in  any  season. 
Apparently  this  is  not  the  case,  for  after  trying  zeros  of  development 
from  45°  to  55°  F.  and  figuring  the  accumulated  degrees  above  the 
zero  points  for  each  individual  and  averaging  them  for  the  two  seasons 
under  consideration  (Table  18),  it  was  learned  that  the  average 
effective  day-degree  requirement  for  the  spring  of  1927  was  more  than 
12  per  cent  higher  than  for  the  spring  of  1926.  In  calculating  it  was 
learned  that  changes  in  the  maximum  degree  of  development  for  the 
spring  of  the  year  had  little  or  no  effect,  for  there  were  but  two  or 
three  days  when  the  temperature  was  higher  than  86°. 

Table  18. — Average  number  of  effective  day-degrees  (using  various  ranges)  to  which 
the  wintering  cocoons  that  produced  moths  were  exposed  during  the  dormant  seasons 
of  1925-26  and  1926-27  in  the  insectary  at  Riverton,  N.  J. 


Effective 
day- 
degree 
range 

Item 

Dormant  season 

Time 

1925-26 

1926-27 

More  (+)  or  less  \,—) 
in  192d-27 

°F. 

A... 

C... 
D... 

If... 

G... 

[i-.- 
J.... 

1^- 

Spring 

Effective 
day-degrees 
802.2 
583.1 
1, 385. 3 
545.0 
380.5 
925.5 
459.0 
325.5 
784.5 
349.4 
232.5 
581.9 

Effective 
day-degrees 
936.5 
504.0 
1, 440.  5 
633.3 
332.2 
965.5 
529.6 
273.4 
803.0 
394.7 
148.8 
543.5 

Effective 
day-degrees 
+134. 3 
-79.1 
+55.2 
+88.3 
-48.3 
+40.0 
+70.6 
-52.1 
+18.5 
+45.3 
-83.7 
-38.4 

Per  cent 
+16.7 

45-86 

F^l  . 

—13.5 

Both  . 

+3.» 

Spring 

+16.2 

50-86 

F^L. ...:..:: 

-12.6 

Both 

+4.3 

Spring 

+15.3 

52-86 

yA\  :::::.::"::::::'""  : 

—16.0 

Both 

+2.3 

Spring 

+12. 9 

55-86 

Fall 

-36.0 

Both           .             

—6.5 

Since  there  seemed  to  be  a  more  or  less  consistent  variation  in  the 
accumulated  effective  day-degrees  for  the  spring  of  the  year  for  the 
two  seasons,  it  was  thought  that  the  accumulated  effective  day-degrees 
in  the  fall  of  the  year  might  have  had  some  influence  on  the  develop- 
ment of  the  wintering  larvae;  consequently  these  were  ascertained. 
The  effective  day-degrees  from  the  time  the  cocoon  was  constructed 
in  the  late  summer  or  fall  until  January  1  was  figured  for  each  indi- 
vidual and  the  average  determined  for  all.  The  averages  for  each 
zero  of  development  are  recorded  in  Table  18.  The  average  of 
accumulated  effective  day-degrees  for  the  fall  of  the  year  of  1926  is 
consistently  less  (by  12  per  cent  or  more)  for  all  zeros  of  development 
than  in  1925.  This  is  just  the  reverse  of  the  situation  in  the  spring 
of  the  year.  This  reversal  indicates  strongly  that  the  accumulated 
effective  day-degrees  in  the  fall  of  the  year  must  be  taken  into  con- 
sideration in  determining  the  spring-brood  emergence  of  moths. 

When  the  accumulated  effective  day-degrees  for  the  fall  and  spring 
of  the  year  are  added  together  they  give  (for  each  range  of  effective 
day-degrees)  all  the  accumulated  effective  day-degrees  the  cocoons 
are  subjected  to  between  the  time  of  their  formation  and  the  emergence 
of  the  adult.  It  will  be  noted  in  Table  18  that  the  addition  of  the  fall 
temperatures  to  the  spring  temperatures  for  each  season  reduces  the 


34 


TECHNICAL  BULLETIN  183,  U.  S.  DEPT.  OF  AGRICULTtTRE 


total  difference  in  the  two  seasons  materially.  The  52°  to  86°  range 
shows  the  smallest  difference,  which  is  18.5°.  This  difference  approxi- 
mates 2  per  cent  for  the  two  seasons  when  the  entire  cocoon  period  is 
considered.  Since  the  52°  to  86°  range  shows  the  least  difference  in 
the  average  of  accumulated  effective  day-degrees  for  the  two  seasons, 
it  is  assumed  that  52°  F.  is  probably  the  zero  of  development  for  the 
stages  within  the  overwintering  cocoon.  This  is  the  zero  of  develop- 
ment that  Glenn  established  for  the  codling-moth  pupa. 

The  foregoing  facts  on  wintering  cocoons  of  the  oriental  peach 
moth  indicate  strongly  that  in  determining  the  spring-brood  emer- 
gence the  accumulated  effective  day-degrees  in  the  fall  of  the  year 
must  be  considered  as  well  as  those  in  the  spring  in  determining  or  in 
forecasting  the  time  of  emergence  of  the  spring  brood. 

One  observation  remains,  however,  which  may  or  may  not  have  an 
important  bearing  on  the  validity  of  the  above  statements.  It  has 
been  learned  that  individuals  which  spin  cocoons  early  in  the  fall  do 
not  necessarily  emerge  first  in  the  spring,  nor  do  individuals  which 
spin  cocoons  late  in  the  fall  emerge  correspondingly  late  in  the 
spring.  In  fact  there  is  some  indication  that  larvae  which  spin  their 
cocoons  late  in  the  fall  are  likely  to  produce  the  earliest  spring-brood 
adults.  These  facts  are  difficult  to  explain  in  view  of  the  information 
presented  in  regard  to  the  influence  of  fall  temperatures  on  the  spring- 
brood  emergence.  It  is  probable  that  important  factors  other  than 
temperature  might  explain  the  seeming  inconsistency. 

The  entire  life-cycle  period  (egg  to  adult)  of  transforming  indi- 
viduals (Tables  14  and  19)  averaged  694  and  694.4  effective  day- 
degrees  for  1925  and  1926.  The  variation  was  0.4°  or  less  than  0.1 
per  cent.  If  the  average  effective  day-degrees  calculated  for  each 
stage,  eggs  (C),  transforming  larvae  (D),  and  transforming  cocoons 
(F)  in  Table  14  are  combined,  the  totals  are  692.9  and  695.1  effective 
day-degrees  for  the  two  seasons,  or  a  variation  of  2.2°,  which  is  less 
than  0.4  per  cent. 

Table  19. — Number  of  oriental  peach  moths  which  completed  their  life  cycles 
within  given  ranges  of  effective  day-degrees ^  and  the  average  number  of  effective 
day-degrees  required,  at  Riverton,  N.  J.,  seasons  of  1925  and  1926 


Range  of  effective  day-degrees 

1925 

1926 

585-589.9                                                                                   

Individuals 

0 

0 

12 

14 

44 

121 

170 

331 

320 

156 

211 

402 

450 

452 

354 

233 

0 

0 

Individuals 
24 

590-599.9                                                                 

0 

600-609.9 - 

5 

€10-619  9                                                                                                       

5 

€20-6299                                                                                                 

17 

€30-639.9                                                                                   -- 

22 

640-649.9                                                             

61 

€50-659  9                                                                                                                

198 

€60-669  9                                                                                                            

278 

670-679.9                                                                               -          - 

369 

680-689.9                                                                          --     

278 

690-699.9.     ...                                             -- 

446 

700-709.9 

177 

710-719.9                                                                                             

113 

720-729.9                                                                                  

177 

730-739.9 

0 

740-749  9 

88 

750-7599                                                                                                     

9 

Total. - 

3,270 

Day-degrees 

683.6 

10.4 

694.0 

2,267 

Average  rmmher 

Day-degrees 

Average  number  of  effective  day-degrees  for  unobserved  half-day  period 

8.7 

Average  number  of  efTftctivfi  dav-dfterpfis  for  fttitirft  np.riod                            .       ..  .. 

694.4 

LIFE  HISTOKY  OF  THE  ORIENTAL  PEACH  MOTH  35 

The  foregoing  discussion  shows  that  the  50°  to  86°  F.  range  of 
effective  day-degrees  is  approximately  correct  if  all  the  individuals  of 
a  given  stage  for  an  entire  growing  season  are  taken  into  consideration; 
however,  if  the  effective  day-degrees  are  ascertained  for  a  given  stage 
in  the  several  generations  there  is  a  slight  difference  in  the  generations. 
The  indications  are  that  early  or  late  in  the  season  an  effective  day- 
degree  produces  a  greater  development  than  during  midseason,  when 
high  temperatures  predominate.  In  other  words,  it  requires  a  some- 
what smaller  total  of  effective  day-degrees  within  the  50°  to  86° 
range  for  the  completion  of  the  feeding  period  or  cocoon  period  (not 
so  true  of  the  incubation  period)  early  or  late  in  the  year,  when  the 
night  temperatures  fall  below  50°,  than  during  midsummer,  when  all 
temperatures  are  much  above  50°. 

It  is  possible  that  the  zero  of  development  for  the  oriental  peach 
moth  may  be  somewhat  below  50°  F.  for  some  of  the  stages,  particu- 
larly the  feeding  period  and  possibly  the  cocoon  period  of  transforming 
individuals.  Shelf ord  in  his  investigations  (15)  shows  that  tem- 
peratures as  low  as  45°  are  to  some  extent  effective  in  the  development 
of  certain  stages  of  the  codling  moth.  If  this  is  also  true  of  the 
oriental  peach  moth,  it  may  help  to  explain  the  apparent  difference 
in  the  effective  day-degrees  rfequired  (within  the  50°  to  86°  range)  for 
development  of  individuals  existing  in  temperatures  which  average 
high  or  low. 

SUMMARY 

Eggs  of  the  oriental  peach  moth  are  deposited  on  smooth  surfaces. 
In  the  insect ary  eggs  may  be  found  on  the  smooth  surface  of  glass, 
wood,  or  foliage  (pear,  apple,  peach,  quince,  etc.).  Under  orchard 
conditions  eggs  are  found  on  the  lower  surface  of  peach  foliage,  usually 
on  the  upper  surface  of  apple  and  quince  foliage,  on  either  the  upper  or 
lower  surface  of  pear  foliage,  and  also  on  any  smooth  portion  of  newly 
formed  twigs  of  peach  and  pear. 

From  15  to  48  hours  before  the  newly  formed  larva  hatches,  its 
head  can  be  seen  inside  the  eggshell.  This  is  called  the  '^ black-spot" 
stage. 

The  incubation  period  of  the  egg  ranges  from  3  K  to  20  or  more  days, 
depending  upon  the  temperature,  being  shortest  during  the  summer 
and  longer  in  the  spring  and  fall. 

Larvae  transforming  during  the  summer  require  6  to  24  (or  an  aver- 
age of  12)  days  to  complete  their  growth,  while  wintering  larvae  have 
a  slightly  longer  feeding  period  and  may  require  as  many  as  50  to  115 
days.  There  are  four  or  five  larval  instars,  depending  upon  the  rate 
of  growth  of  the  larva. 

The  cocoon  is  usually  constructed  in  24  to  48  hours.  Summer 
cocoons  are  more  fragile  than  the  wintering  forms.  The  cocoon  period 
for  transforming  individuals  is  8  to  33  days  or  an  average  of  about  14 
days,  while  the  wintering  cocoon  period  varies  between  131  and  307 
days. 

The  prepupal  stage  during  the  summer  averages  3  or  4  days. 
Larvae  cocooning  late  in  August  and  during  September  are  usually 
overwintering  if  they  do  not  pupate  within  5  to  7  days. 

The  length  of  the  pupal  stage  for  transforming  individuals  is  7  to 
13  days  or  an  average  of  nearly  10  days,  and  for  wintering  individuals 
which  pupate  in  the  spring  it  is  considerably  longer,  17  to  51  days  or 
an  average  of  about  27  days. 


36  TECHNICAL  BULLETIN  183,  U.  S.  DEPT.  OF  AGRICXJLTUKE 

The  adult  is  a  small  grayish-brown  moth  with  a  wing  spread  of 
approximately  one-half  inch.  Males  and  females  resemble  each  other 
closely.  The  average  length  of  life  when  they  are  confined  in  glass 
jars  is  14  or  15  days  or  longer.  Egg  deposition  begins  2  to  5  days  after 
emergence  and  continues  for  7  to  10  days  or  longer.  Females  deposit 
100  to  200  or  more  eggs. 

Temperature  and  sunlight  have  considerable  influence  upon  adult 
emergence. 

The  life  cycle  of  transforming  individuals  averaged  30  to  33  days  for 
the  two  seasons,  and  the  average  for  wintering  individuals  was  278  and 
279  days  for  the  two  winters. 

In  1925  there  were  five  complete  or  partial  generations  at  Riverton^ 
N.  J.,  and  in  1926  there  were  four  complete  or  partial  generations. 

The  marked  difference  in  the  temperature  during  the  two  seasons 
(1925  and  1926)  was  chiefly  responsible  for  the  decided  difference  in 
the  number  of  generations  and  the  dates  when  the  various  stages  in 
the  several  generations  occurred.  The  season  of  1926  was  consider- 
ably cooler  than  the  preceding  season  and  from  May  1  to  September 
30,  1926,  there  were  333.3  effective  day-degrees  less  than  for  the  same 
period  in  1925. 

The  work  of  P.  A.  Glenn  indicates  that  in  general  the  effective 
temperatures  for  the  development  of  the  codling  moth  exist  between 
50°  and  86°  F.  Although  the  two  seasons  of  1925  and  1926  were  so 
extremely  different  from  the  standpoint  of  temperature,  the  applica- 
tion of  Glenn's  ideas  and  theories  to  the  oriental  peach  moth  indicate 
that  the  50°  to  86°  range  is  approximately  correct  for  this  insect. 
This  further  emphasizes  the  close  relationship  existing  between  the 
codling  moth  and  the  oriental  peach  moth.  The  variation  in  the 
number  of  effective  day-degrees  required  to  complete  the  development 
of  each  stage  {egg,  larva,  and  cocoon,  including  pupa)  in  the  life  cycle 
of  the  oriental  peach  moth  did  not  exceed  1  per  cent  for  the  two 
seasons. 

The  average  accumulated  effective  day-degree  requirement  for  the 
fall  of  1926  was  found  to  be  consistently  less  (12  per  cent  or  more)  for 
all  zeros  of  development  than  that  for  the  fall  of  1925.  Conversely, 
the  average  effective  day-degree  requirement  for  the  spring  of  1927 
was  more  than  12  per  cent  higher  than  that  for  the  spring  of  1926. 
Thus,  in  the  case  of  wintering  larvae  the  effective  day-degrees  in  the 
fall  of  the  year  as  well  as  those  occurring  in  the  spring  must  be  taken 
into  consideration  in  determining  the  spring-brood  emergence  of 
moths.  A  temperature  of  52°  F.  is  probably  the  zero  of  development 
for  the  stages  in  the  overwintering  cocoon.  Although  the  50°  to  86° 
range  of  effective  day-degrees  is  approximately  correct  if  all  the  indi- 
viduals of  a  given  stage  for  an  entire  growing  season  are  taken  into 
consideration,  there  is  a  slight  difference  in  the  generations  when  the 
effective  day-degrees  are  ascertained  for  a  given  stage  in  the  several 
generations.  It  is  possible  that  the  zero  of  development  for  the 
oriental  peach  moth  may  be  somewhat  below  50°  for  some  stages, 
particularly  the  feeding  period  and  possibly  the  cocoon  period  of 
transforming  individuals. 


LIFE  HISTORY  OF  THE  ORIENTAL  PEACH  MOTH  37 

LITERATURE    CITED 

<l)   Glenn,  P.  A. 

1925.    CODLING-MOTH     INVESTIGATIONS     OF     THE     STATE     ENTOMOLOGIST'S 

OFFICE,  1915,  1916,  AND  1917.     Bul.  111.  Nat.  Hist.  SuFvev  (1921-23) 
14:  [2191-289,  illus. 
<2)   Peterson,  A. 

1920.    SOME    STUDIES    ON    THE    EFFECT    OF    ARSENICAL    AND    OTHER    INSEC- 
TICIDES ON  THE   LARVAE   OF  THE   ORIENTAL   PEACH  MOTH.       JoUF. 

Econ.  Ent.  13:391-398. 


<3)  - 

<4)  - 

<5)  - 
(6):- 

(7)  - 

(8)  - 


1925.    A  BAIT  WHICH  ATTRACTS  THE  ORIENTAL  PEACH  MOTH    (LASPEYRESIA 

MOLESTA  BuscK).     Jour.  Econ.  Ent.  18:181-190,  illus. 


1925.    ORIENTAL   PEACH   MOTH   IN  THE   SEASON   OF  1923.       N.   J.    AgF.   Expt. 

Sta.   Ann.   Rpt.   (1923-24)   45:291-294. 


1925.  THE  ORIENTAL  PEACH  MOTH.    111.  State  Hort.  See.  Trans.  58:183-188. 


1926.    ADDITIONAL  INFORMATION  ON  BAITS  ATTRACTIVE  TO  THE   ORIENTAL 
PEACH    MOTH,    LASPEYRESIA    MOLESTA    BUSCK,    1925.       Jour.    EcOn. 

Ent.  19:429-439,  illus. 


1926.    A   REPORT   ON   BIOLOGICAL   STUDIES   OF  THE   ORIENTAL  PEACH   MOTH 
(LASPEYRESIA  MOLESTA  BUSCK)   FOR  1924.       N.   J.    AgF.   Expt.    Sta. 

Ann.  Rpt.  (1924-25)  46:379-386,  illus. 


1927.  SOME  BAITS  MORE  ATTRACTIVE  TO  THE  ORIENTAL  PEACH  MOTH  THAN 

BLACKSTRAP  MOLASSES.     JouF.  Econ.  Ent.  20:174r-185. 
(9)  and  Haeussler,  G.  J. 

1926.  THE  ORIENTAL  PEACH  MOTH.     U.  S.  Dept.  AgF.  CIfc.  395,  28  p., 

illus. 

(10)  and  Haeussler,  G.  J. 

1928.  RESPONSE    OF   THE    ORIENTAL   PEACH    MOTH   AND    CODLING   MOTH   TO 

COLORED  LIGHTS.     Ann.  Ent.  Soc.  AmeF.  21:353-379. 

(11)  and  Haeussler,  G.  J. 

1928.    DETERMINATION    OF   THE    SPRING-BROOD    EMERGENCE    OF    ORIENTAL 
PEACH  MOTHS  AND  CODLING  MOTHS  BY  VARIOUS  METHODS.       JoUF. 

Agr.  ReseaFch  37:399-417,  illus. 
(12)2 and  Haeussler,  G.  J. 

1928.    SOME   OBSERVATIONS   ON  THE   NUMBER   OF  LARVAL  INSTARS   OF   THE 
ORIENTAL    PEACH    MOTH,     LASPEYRESIA    MOLESTA    BUSCK.       JoUF. 

Econ.  Ent.  21:843-852,  illus. 

(13)  and  Stearns,  L.  A. 

1925.    A    PRELIMINARY    REPORT    ON    THE    ORIENTAL    PEACH    MOTH    IN    NEW 

JERSEY.     N.  J..  AgF.  Expt.  Sta.  Circ.  175,  11  p.,  illus. 

(14)  QuAiNTANCE,  A.  L.,  and  Wood,  W.  B. 

1916.    LASPEYRESIA  MOLESTA,   AN  IMPORTANT  NEW  INSECT  ENEMY  OF  THE 

PEACH.     JouF.  AgF.  Research  7:373-378,  illus. 

(15)  Shelford,  V.  E. 

1927.  AN     EXPERIMENTAL     INVESTIGATION     OF     THE     RELATIONS     OF     THE 

CODLING     MOTH     TO     WEATHER     AND     CLIMATE.       111.     Nat.     Hist. 

SuFvey  Bul.  16:  [311J-440,  illus. 

(16)  Stearns,  L.  A.,  and  Peterson,  A. 

1928.  THE  SEASONAL  LIFE  HISTORY  OE  THE  ORIENTAL  FRUIT  MOTH  IN  NEW 

JERSEY    DURING    1924,   1925,    AND    1926.       N.  J.  AgF.   Expt.  Sta.   Bul. 

455,  48  p.,  illus. 


ORGANIZATION  OF  THE 
UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 

Majr  16.  1930 


Secretary  of  Agriculture Arthur  M.  Hyde, 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension  Work C.  W.  Warburton. 

Director  of  Personnel  and  Business  Adminis-  W.  W.  Stockberger, 
tration. 

Director  of  Information M.  S.  Eisenhower. 

Solicitor E.  L.  Marshall. 

Weather  Bureau Charles  F.  Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.   Mohler,  Chief. 

Bureau  of  Dairy  Industry. O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.   MahijATT,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  C/iie/- 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  Chief. 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  C/iie/- 

Plant  Quarantine  and  Control  Administration.  Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Food,  Drug,  and  Insecticide  Administration-.  Walter  G.  Campbell,  Director  of 

Regulatory  Work,  in  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Barnett,  Librarian. 


This  bulletin  is  a  contribution  from 

Bureau  of  Entomology C.  L.   Marlatt,  C/iie/- 

Division  of  Deciduous  Fruit,  Insects A.  L.  Quaintance,  Associate  Chief 

of  Bureau,  in  Charge. 
38 


U.  S.  GOVERNMENT  PRINTING  OFFICE:  1930 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  C, Price  10  cents 


Technical  Bulletin  No.  182 


April,  1930 


FACTORS  AFFECTING  THE 

MECHANICAL  APPLICATION 

OF  FERTILIZERS  TO 

THE  SOIL 


BY 
ARNON  L.  MEHRING 

Associate  Chemist^  Fertilizer  and  Fixed  Nitrogen  Investigations 
Bureau  of  Chemistry  and  Soils 

AND 

GLENN  A.  CUMINGS 

Agricultural  Engine er.  Division  of  Agricultural  Engineering 
Bureau  of  Public  Roads 


United  States  Department  of  Agriculture,  Washington,  D.  C. 


Technical  Bulletin  No.  182 


April,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


FACTORS  AFFECTING  THE  MECHANICAL 

APPLICATION  OF  FERTILIZERS 

TO  THE  SOIL 

By  Arnon  L.  Mehring,  Associate  Chemist,  Fertilizer  and  Fixed  Nitrogen  Inves- 
tigations, Bureau  of  Chemistry/  and  Soils,  and  Glenn  A.  Cumings,  Agricultural 
Engineer,  Division  of  Agricultural  Engineering,  Bureau  of  Put)lic  Roads^ 


CONTENTS 


Page 

Introduction  __ 1 

Early  mechanical  distributors 2 

Purpose  of  the  investigation 5 

Preliminary  work 5 

Description  of  experimental  apparatus,  raate- 

terials,  and  methods 8 

Air-conditioning  plant 8 

Fertilizers  and  distributors  selected 11 

Experimental  methods 15 

Factors  affecting  the  drillability  of  fertilizers. .  17 

Weather 17 

Hygroscopicity 22 

State  of  subdivision.. 24 

Heterogeneity 32 

Specific  gravity 33 

Friction  between  particles 35 

Conditioners 40 

Distributors,  their  construction  and  opera- 
tion  42 

Types  of  distributors 42 

Types  of  fertilizers  used  in  the  study  of  dis- 
tributors-_. 42 

Experimental  procedure 44 

Distributor  No.  1,  grain-drill  attachment..  47 
Distributor  No.  2,  grain-drill  attachment.  51 
Distributor  No.  3,  potato-planter  attach- 
ment  54 


Page 
Distributors,  their  construction  and  opera- 
tion—Continued. 
Distributor  No.  4,  potato-planter  attach- 
ment...  56 

Distributor  No.  5,  potato-planter  attach- 
ment  58 

Distributor  No.  6,  corn-planter  attachment-  60 
Distributor  No.  7,  broadcast  or  3-row  dis- 
tributor-  - 62 

Distributor  No.  8,  single-row  distributor...  63 

Distributor  No.  9,  single-row  distributor...  66 

Distributor  No.  10,  single-row  distributor..  67 

European  types  of  distributors 70 

Factors  affecting  the  operation  of  distributors  72 

Depth  of  fertihzer  in  the  hopper. 72 

Inclination  of  distributor 75 

Variation  in  distributing  units... 77 

Unrestricted  flow  of  fertihzer  through  the 

distributing  mechanism 80 

Use  of  agitators 81 

Feed-wheel  speed 82 

Positive  action  of  the  distributing  mecha- 

nism__ 83 

Uniformity  of  distribution 84 

General  results  and  recommendations 87 

Conclusions 93 

Literature  cited.. 94 


INTRODUCTION 

Although  marl,  saltpeter,  animal  excrements,  and  wood  ashes  had 
been  used  for  many  centuries  to  inci-ease  crop  yields,  the  fertilizer 
industry  may  be  said  to  have  begun  with  the  introduction  of  super- 
phosphate in  1842.  Within  the  following  20  years  Chilean  nitrate, 
guano,  sulphate  of  ammonia,  fish  scrap,  and  the  German  potash  salts 
came  into  general  use  as  fertilizers. 

At  first  these  fertilizer  materials  were  applied  singly  to  crops,  and 
this  is  still  the  usual  practice  in  Europe.     About  1860,  a  mixture 

iR.  B.  Gray,  senior  agricultural  engineer,  and  M.  A.  R.  Kelley,  associate  agricultural 
engineer,  represented  the  Bureau  of  Public  Roads  during  the  early  stages  of  this  study. 
The  writers  wish  to  express  their  indebtedness  to  W.  II.  Ross,  senior  chemist  in  charge  of 
concentrated-fertilizer  investigation's,  for  valuable  suggestions  and  kindly  assistance  in 
connection  with  this  study. 

98734—30 1  1 


2  TECHNICAL  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTURE 

known  as  ammoniated  phosphate  and  consisting  of  guano  and  super- 
phosphate was  first  sold.  This  met  with  such  success  that  complete 
mixtures  were  soon  offered,  and  by  1880  their  use  was  widespread. 
For  many  years  these  mixed  fertilizers  were  prepared  from  guano, 
cottonseed  meal,  bone  dust,  hardwood  ashes,  and  superphosphate, 
with  small  additions  of  Chilean  nitrate,  ammonium  sulphate,  and 
potash  salts.  The  average  plant- food  content  was  about  2  per  cent 
ammonia,  8  per  cent  phosphoric  acid,  and  2  per  cent  potash. 

EARLY  MECHANICAL  DISTRIBUTORS 

Machines  for  spreading  lime,  plaster,  ashes,  and  guano  were  in- 
vented before  commercial  fertilizers  were  developed.  The  first 
patent  on  such  an  implement  was  granted  about  1830  by  the  United 
States  Patent  Office.   A  periodical  (i)^  in  1838  mentions  Wells's  lime 


1  /°)    1^   (°\    /°l  /°l 

^     4f     -W-     4f     4?     ^l" 

Figure  1. — Seymour's  broadcast  lime  and  guano  sower 

sower,  which  it  was  claimed  was  capable  of  distributing  "  from  2  to 
500  bushels  "  of  lime,  marl,  ashes,  etc.,  per  acre. 

Seymour's  broadcast  lime  and  guano  sower  (^),  patented  in  1845, 
was  first  offered  to  the  public  about  1848.  This  implement  is  illus- 
trated in  Figure  1.  In  advertisements  the  claim  was  made  for  years 
that  the  machine  would  dust  evenly  every  square  inch  of  soil  with  an 
application  as  small  as  one-half  bushel  of  plaster,  lime,  or  bone  dust 
to  the  acre,  and  that  the  quantity  sown  could  be  regulated  to  within 
1  pint  per  acre.  Cooper's  lime  spreader  ^  (fig.  2)  and  Fawkes's  lime 
and  guano  spreader  *  were  placed  on  the  market  a  few  years  later. 

These  early  distributors  were  broadcasters  of  simple  construction. 
Usually  the  lEiopper  was  oblong,  with  an  adjustable  slit  running  the 

'  Italic  numbers  in  parentheses  refer  to  Literature  cited,  p.  94. 

8  Cooper,  L.  improvement  in  spreading  lime  and  manure.  (U.  S.  Patent  No.  9339, 
Oct.  19,  1852.)      U.  S.  Patents,  v.  109.     1852-53 

*  Pawkes,  .T.  W.  improvement  in  manure  and  limb  spbkadbbs  (U.  S.  Patent  No. 
11602,  Aug.  29,  1854.)      U.  S.  Patei.ts,  v.  114.     1S54. 


MECHANICAL   APPLICATION    OF   FERTILIZEES  S 

entire  length  of  the  bottom.  The  fertilizer  was  fed  through  this 
opening  either  by  a  revolving  rolled  or  by  a  reciprocating  agitator. 
The  so-called  slit  machines  still  in  use  in  Europe,  as  well  as  some 
American  lime  and  fertilizer  spreaders,  are  in  principle  similar  to 
these  early  types. 

In  the  cotton-producing  States,  guano  horns  formerly  were  much 
used  for  distributing  fertilizers.  This  implement  was  an  elongated 
funnel  which  was  filled  from  a  sack  strapped  on  the  back  of  the 
laborer.  The  bottom  of  the  tube  was  carried  in  the  furrow  opened 
for  the  seed.  Much  of  the  work  formerly  done  in  this  way  is  now 
accomplished  with  horse-drawn  row  distributors. 

The  Westfalia  or  chain  type  of  broadcaster  came  into  use  about 
25  years  ago,  and  to-day  is  widely  used  in  Europe.  However,  it  is 
being  displaced  in  favor,  especially  in  England,  by  the  top-delivery 
type  of  distributor  which  may  be  used  either  for  row  drilling  or 
for  broadcasting. 

Fertilizer  distributors,  as  separate  machines  and  distinct  from 
grain  drills  or  planters,  had  not  been  used  extensively  prior  to  the 
early  part  of  the  present  century.  According  to  the  United  States 
census  reports,  474  lime  spreaders  were  manufactured  during  1900. 
The  classification  apparently 
includes  commercial  fertilizer 
distributors  but  not  manure 
spreaders.  During  1914, 180,- 
854  fertilizer  distributors  were 
manufactured.  According  to 
Storz  (20),  about  10,000  ferti- 
lizer distributors  were  in  use 

in  Germany  in  1907.      In  1925       figure  2.— Cooper's  llme  and  fertilizer  spreader 

a  census  taken  by  the  German 

Government  showed  104,000  in  use  there,  or  about  one  for  every  50 
farms.  These  figures  indicate  that  in  recent  years  there  has  been  a 
very  rapid  growth  in  the  use  of  such  machines. 

In  tracing  the  development  of  fertilizer  distributors,  only  imple- 
ments designed  primarily  for  that  purpose  have  so  far  been  con- 
sidered. While  not  much  used  in  Europe,  the  horse-drawn  imple- 
ment most  widely  employed  in  this  country  for  applying  fertilizers 
is  the  combination  grain  and  fertilizer  drill.  Prior  to  1893  this 
implement  was  the  principal  type  sold  in  this  country  for  applying 
fertilizers. 

Although  used  in  England  since  about  1782,  grain  drills  were  first 
manufactured  in  this  country  about  1840.  The  advertisements 
offering  the  first  grain  drills  to  the  farmers,  as  well  as  the  patent 
specifications,  claimed  that  the  same  mechanism  would  apply  grain 
or  fine  manures  equally  well.  It  was  suggested  that  time  could  be 
saved  by  mixing  the  seed  and  fertilizing  substance  and  sowing  them 
together.  This  suggestion  apparently  did  not  meet  with  approval, 
for  combination  fertilizer  distributors  and  seeders  were  soon  intro- 
duced. One_of  the  earliest  fertilizer  attachments  for  a  grain  drill 
was  invented  by  T.  F.  Nelson. '^ 


iol2CSlc:kls6iTT.TFat^^^^^^  ^^^^«^^-  <^-  «•  ^'''-'  N- 


4  TECHNICAL  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTURE 

Seymour's  combination  grain  and  fertilizer  drill  was  first  offered 
for  sale  in  1854.  Within  a  year  or  two  thereafter  practically  all 
makes  of  grain  drills  were  obtainable  with  fertilizer  attachments. 
The  Bickf ord  and  Hoffman  ^  combination  grain  and  fertilizer  drill 
(fig.  3)  soon  became  a  favorite,  and  for  many  years  was  very  popular. 

The  star-wheel  or  Avizard  type  of  feed  for  use  in  grain-drill  attach- 
ments was  invented  in  1883,  and  the  first  model  was  almost  identical 
with  the  design  still  commonly  used. 

Probably  the  first  combination  planter  and  fertilizer  distributor 
was  devised  in  1838  by  White  {^2).  (Fig.  4.)  It  was  rather  compli- 
cated and  never  was  commercialized.     The  earliest  combination  corn 


Figure  3. — The  Bickford  and  Hoffman  grain  drill  and  fertilizer  distributor 

planter  and  fertilizer  distributor  placed  on  the  market  probably  was 
Billings's  machine   (IS),  which  is  illustrated  in  Figure  5. 

Potato  planters  with  fertilizer  attachments  w^ere  first  used  about 
1880.    One  of  the  first  was  True's  (S),  shown  in  Figure  6. 

In  1919  Hurd  (12)  made  a  survey  of  the  products  of  the  leading 
manufacturers  of  farm  implements  and  estimated  that  27  per  cent 
of  the  corn  planters,  35  per  cent  of  the  potato  planters,  and  29  per 
cent  of  the  grain  drills  sold  in  that  year  had  fertilizer  attachments. 
Practically  no  cultivators  with  such  attachments  were  sold  in  that 
year. 

At  present  many  different  types  of  distributors  are  in  use,  and 
most  seeders  and  planters,  as  well  as  several  makes  of  cultivators  and 


*  Bickford,  L.     improvement  in  machines  foe  sowing  fertilizers. 
No.  21181,  Aug.  17,  1858.)      U.  S.  Patents  v.  137.     1858. 


(U.    S.    Patent 


MECHANICAL  APPLICATION   OF   FERTILIZERS 


transplanting  machines,  may  be  purchased  equipped  with  fertilizer 
attachments.  Considering  the  sales  of  several  of  the  leading  manu- 
facturers in  1928,  the  percentages  of  machines  now  sold  with  ferti- 
lizer attachments  are  estimated  by  classes  as  follows :  Corn  planters, 
37  per  cent ;  cotton  planters,  9  per  cent ;  potato  planters,  60  per  cent ; 
grain  and  beet  drills,  40  per  cent;  and  cultivators,  4  per  cent.  Sev- 
eral thousand  patents  on  fertilizer-distributing  machines  have  been 
issued  by  the  United  States  Patent  Office.  Allen  (5)  describes 
and  illusfrates  most  of  those  granted  up  to  the  end  of  1885. 

The  implements  now  employed  in  this  country  were  designed  to 
apply  the  low-grade  mixtures  which  have  constituted  the  bulk  of  the 
fertilizer  used.  On 
the  other  hand,  sev- 
eral of  the  distributors 
used  abroad  were  de- 
signed especially  for 
applying  chemicals. 

PURPOSE  OF  THE 
INVESTIGATION 

The  investigation 
on  which  this  report 
is  based  was  under- 
taken primarily  to  ob- 
tain reliable  informa- 
tion concerning  the 
mechanical  applica- 
tion of  fixed  nitrogen 
and  other  concentrated 
fertilizers  to  the  soil. 

In  reviewing  the 
literature  no  scientific 
data  were  found  re- 
specting the  compara- 
tive drilling  qualities 
of  the  fertilizers  now 
used  or  the  factors  affecting  these  properties.  Various  contrivances 
for  distributing  fertilizer  are  available,  but  no  accurate  information 
could  be  obtained  as  to  the  relative  merits  of  the  several  American 
types  of  machines  for  applying  different  kinds  of  fertilizers.  It  was 
desirable,  for  instance,  to  compare  the  new  fertilizers  with  the  stand- 
ard ones  commonly  used,  under  controlled  conditions  which  would 
permit  accurate  observation.  But  since  no  information  was  avail- 
able for  making  comparisons,  it  was  necessary  first  to  ascertain  the 
factors  that  affect  the  drilling  qualities  of  fertilizers,  and  then  to 
determine  how  these  factors  operate  in  general  as  well  as  when  the 
materials  are  being  distributed  by  representative  types  of  machines. 

Accordingly  a  general  study  of  the  application  of  fertilizers  to  the 
soil  was  made,  and  this  was  followed  by  a  detailed  study  of  each  of 
the  factors  found  to  have  a  bearing  on  the  problem. 

PRELIMINARY  WORK 

General  information  on  present-day  practices  in  applying  fertili- 
zers was  obtained  through  a  questionnaire  addressed  to  each  State 


Figure   4.- 


White's    seeder    and    fertilizer    distributer   in- 
vented   in    1838 


6 


TECHNICAL  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTURE 


agricultural  experiment  station.  More  detailed  information  was 
gained  through  visits  to  a  number  of  the  near-by  stations  and 
through  interviews  with  county  agricultural  agents,  farmers  in 
selected  agricultural  districts,  and  others  having  first-hand  knowl- 
edge of  the  current  practices. 

As  a  means  of  securing  first-hand  information  the  authors  vol- 
unteered to  apply  fertilizers  for  several  farmers  in  the  vicinity  of 
Washington,  D.  C.  In  one  instance  it  was  desired  to  broadcast  a 
4-8-4  ^  commercial  fertilizer  at  a  rate  of  600  pounds  per  acre  on  a  plot 
to  be  planted  with  tomatoes.  It  was  found  necessary  to  set  the  drill 
(similar  to  No.  1,  p.  47)  for  1,100  pounds  per  acre,  according  to  its 
calibration  chart,  to  get  a  delivery  of  approximately  600  pounds.  In 
other  experiments  with  wheat,  corn,  and  potatoes  it  was  found  diffi- 
cult to  distribute  fertilizer  on  the  measured  plot  at  a  rate  within 
25  per  cent  of  that  desired.     While  it  would  be  desirable  to  have 


Figure  5. — Billings's  corn  and  fertilizer  planter 

more  accurate  control  of  the  delivery  rate  with  the  fertilizers  now 
used,  the  importance  of  accurate  control  increases  greatly  with  highly 
concentrated  fertilizers,  because  of  their  cost. 

A  number  of  tests  on  rate  of  delivery  of  ammonium  phosphate 
were  made  in  the  field,  under  actual  working  conditions,  with  an 
attempt  to  control  the  experiments.  Relative  humidity  of  the  at- 
mosphere and  water  content  of  the  fertilizer  were  observed  for  each 
test.  The  fertilizer  was  screened  so  as  to  be  composed  of  particles 
that  w^ould  pass  through  a  20-mesh  but  not  through  a  40-mesh  sieve. 
The  drill  was  a  standard  11-tube  grain  drill  with  a  star- wheel  fer- 
tilizer attachment.  The  seed  bed  was  thoroughly  prepared.  The 
drill  was  operated  on  a  1-acre  plot  1,000  feet  in  length  at  a  rate  of 
approximately  2.5  miles  per  hour,  and  the  fertilizer  was  delivered 
into  containers  hung  below  the  delivery  tubes.    A  small  sample  of 

"^  Fertilizer  formula  as  used  in  this  work  means  a  statement  of  the  ingredients  and 
weights  of  each  required  to  make  a  ton  of  fertilizer.  Analysis  formula  means  a  statement 
of  the  minimum  percentages  of  ammonia,  phosphoric  anhydride,  and  potash  in  a  fertilizer. 
Thus  4-8-4  is  the  analysis  formula  of  a  fertilizer  containing  nitrogen,  phosphorus,  and 
potassium  equivalent  to  4  per  cent  of  ammonia,  8  per  cent  of  phosphoric  anhydride,  and 
4  per  cent  of  potash.  Similarly,  the  grade  of  ingredients  is  expressed  as  percentages  of 
ammonia,  phosphoric  anhydride,  and  potash. 


MECHAXICAL   APPLICATION"   OF   FERTILIZEES  7 

fertilizer  was  taken  for  moisture  determination  at  the  end  of  each 
test,  and  the  fertilizer  returned  to  the  hopper  for  another  test.  It 
was  noticed  that  the  drive- wheel  slippage  under  the  conditions  of  the 
tests  averaged  7.5  per  cent.  The  average  temperature  of  the  atmos- 
phere during  the  tests  was  65°  F.  The  feeding  mechanism  was 
set,  according  to  the  manufacturer's  rating,  to  deliver  80  pounds  per 
acre.  The  results  of  a  representative  series  of  tests  are  given  in 
Table  1. 


Table  1. 


-Delivery  of  ammonium  phosphate  in  the  field  under  uncontrolled 
conditions 


Test  No. 

Relative 

humidity 

of  air 

Moisture 

content  of 

fertilizer 

Rate  of 
delivery 
per  acre 

1  Relative 
Test  No.           jhumidity 
:     of  air 

Moisture 

content  of 

fertilizer 

Rate  of 
delivery 
per  acre 

1 

Per  cent 
95 
93 
64 

Per  cent 

0.631 

1.048 

.553 

Pounds 

48.8 
39.2 
54.7 

4_.. 

5 

6. .— 

Per  cent 

J             53 

-!             48 

60 

Per  cent 
.406 
.370 
.424 

Pounds 
84.6 

2 

90.3 

.3                      

88.7 

j 

Figure  6. — True's  potato  planter  with  fertilizer  attachment 

The  ammonium  phosphate  had  been  stored  in  a  fairly  dry  place 
until  just  prior  to  the  first  run  which  was  made  on  a  foggy  morning. 
It  was  in  excellent  condition  at  the  start  of  the  test,  but  by  the  time 
1  acre  had  been  drilled  it  appeared  to  be  damp.  When  drilled  again 
it  contained  still  more  moisture  and  was  delivered  at  a  lower  rate. 
Later  in  the  day,  when  the  humidity  had  fallen,  the  fertilizer  dried 
out  rapidly  and  drilled  much  more  freely.  The  change  of  moisture 
content  and  delivery  rate  of  the  fertilizer  lagged  behind  the  varia- 
tions in  atmospheric  humidity,  owing  to  the  considerable  time  re- 
quired to  attain  equilibrium.  Nevertheless,  the  amount  delivered 
varied  from  39.2  to  90.3  pounds  per  acre  with  changes  in  relative 
humidity  typical  of  a  summer  working  day  in  the  Middle  Atlantic 
States.  This  change  in  delivery  rate  would,  however,  have  been 
much  less  had  the  material  not  been  so  freely  exposed  to  the  air. 


8  TECHNICAL  BULLETIN    18  2,  U.  S.  DEPT.  OF  AGRICULTURE 

A  number  of  other  experiments  were  conducted  in  a  similar  man- 
ner with  various  fertilizers  and  other  types  of  distributors,  with  like 
results.  These  experiments  emphasized  two  points:  (1)  The  im- 
portance of  further  study,  and  (2)  the  necessity  in  these  studies  of 
having  positive  and  accurate  control  of  air  temperature  and  humid- 
ity. A  constant  humidity  room  was  therefore  constructed  in  which 
the  temperature  and  humidity  could  be  controlled  at  will  through 
the  limits  ordinarily  met  in  the  field  when  distributing  fertilizers. 

DESCRIPTION  OF  EXPERIMENTAL  APPARATUS,  MATERIALS,  AND 

METHODS 

AIR-CONDITIONING  PLANT 

Figure  7  shows  diagrammatically  the  arrangement  and  relation- 
ships of  the  different  units  which  make  up  the  temperature-humidity 
control  scheme  used  in  this  study.  Essentially  this  comprises  four 
distinct  parts — ^the  air,  water,  cooling,  and  electric  systems. 

The  air  was  circulated  by  means  of  a  direct-connected,  motor- 
driven  blower  operating  under  a  static  head  of.  approximately  one- 
half  inch  of  water.  The  air  was  driven  at  a  rate  of  175  cubic  feet 
per  minute  against  the  direction  of  a  water  spray  produced  in  the 
spray  chamber  by  special  xV-inch  tangential  nozzles  supplied  by  a 
centrifugal  pump  working  at  25  pounds  per  square  inch  pressure. 
From  this  chamber  the  air  passed  through  a  zigzagged  set  of  plates^ 
called  the  eliminator,  which  separated  out  any  particles  of  water 
held  in  suspension.  The  saturated  air  then  passed  the  thermostat 
controlling  the  dew-point  temperature,  then  was  conducted  through 
the  felt-insulated  air  pipe  into  the  constant-humidity  room,  where 
heat  was  added  from  a  thermostatically  controlled  electric  heater, 
and  the  desired  temperature  and  humidity  effected.  The  air,  while 
passing  through  the  room,  gave  up  or  absorbed  moisture  from  the 
materials  in  it,  thus  finally  bringing  them  into  equilibrium  with  the 
conditions  of  the  air  as  it  entered  the  room.  It  then  passed  out 
through  the  top  of  the  room  through  a  felt-insulated  pipe  and  again 
into  the  spray  chamber,  thereby  completing  the  cycle.  When  a 
lower  relative  humidity  was  desired,  the  air  was  cooled  by  colder 
spray  water  and  some  of  the  moisture  condensed ;  if  higher  humidity 
was  desired,  higher  spray-water  temperature  added  more  moisture 
to  the  air. 

The  water  system  derived  its  circulation  from  a  1-inch  centrifugal 
pump,  capable  of  delivering  8  gallons  per  minute  at  25  pounds  pres- 
sure. The  water  (or  brine  for  temperatures  below  freezing)  was 
drawn  by  the  pump  through  a  double  strainer  from  a  tank  and  forced 
into  three  banks  of  four  nozzles  each.  The  water  condensed  from 
the  incoming  air,  that  separated  by  the  eliminator,  and  the  excess 
spray  flowed  out  of  the  bottom  of  the  spray  chamber  into  a  collector 
and  trickled  doAvn  over  the  refrigerating  coils  into  the  tank,  thus 
completing  the  cycle  of  the  water  circuit.  For  a  relative  humidity 
of  90  per  cent  it  was  necessary  to  use  an  auxiliary  spray  in  the 
constant-humidity  room. 

The  cooling  system  reduced  the  temperature  of  the  returning  hu- 
midifying water  low  enough  to  necessitate  intermittent  heating  in 
order  to  maintain  the  required  temperature.     The  brine  coils  were 


MECHANICAL  APPLICATION   OF   FERXILIZEES 


9 


^ 

e-i 
J  ^ 

^(2    n  _^5Jd 
ixj        JT_r->L-. 

/Mojp  uaziij/i^udj 

'-' 

Ji>t 

s^^cy  i7/ 

10         TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTURE 


supplied  from  a  cold-storage  plant  with  brine  at  a  temperature 
of  about  20°  F.,  the  flow  of  which  was  controlled  by  a  needle 
valve.    A  number  of  additional   valves   and  by-passes  were  used 

to  control   accurately  the   rate  of 
cooling. 

The  electric  system  was  made  up- 
of  two  electric  circuits,  each  ther- 
mostatically controlled.     One  cir- 
cuit  maintained   a   constant   tem- 
perature by  means  of  the  nichrome 
heating  coils  in   the   constant-hu- 
midity room.    The  other  controlled 
the  temperature  of  the  humidify- 
ing water  by  means  of  an  electric- 
hairpin  immersion  heater,  thereby^ 
maintaining  the  right  dew   point 
for  the  room  conditions  required.. 
In  both  circuits  the  expanding  or 
contracting  mercury  column  in  the- 
i    thermostat   closed   or   opened   the 
5    primary    relay    circuit,    which    in. 
^    turn  actuated  a  second  relay  and 
S    opened  (if  too  hot)  and  closed  (if 
I    too  cold)  the  main  heating  circuit. 
j3    A  wide  range  of  heat  control  (200. 
I    to  2,000  watts)  was  available  in  the 
«    room  according  to  the  position  of 
■3    various  knife  switches.     Two  heat- 
^    ing  units  were  placed  in  the  water 
g    tank — one,    of    1,000    watts,    con- 
3    trolled  manually  by  a  snap  switch  ;. 
^    the   other,   of  the   same   capacity,, 
controlled  automatically. 

The  constant-humidity  room  it- 
self was  lined  inside  with  insulat- 
ing board,  well  shellacked,  and  the 
spaces  between  this  lining  and  the 
outside  walls  were  filled  with  saw- 
dust. The  only  entrance  to  the 
room  was  through  three  tight -fit- 
ting doors  in  the  vestibule. 

Three  hygrothermographs  were 
kept  in  this  room.  One  was  placed. 
upon  the  floor,  another  upon  a 
table,  and  the  third  upon  a  shelf 
near  the  ceiling.  The  maximum 
differences  between  the  records  om 
these  charts  was  not  more  than  2 
per  cent  of  relative  humidity  when  the  entire  outfit  was  functioning" 
properly.  Figure  8  is  a  reproduction  of  a  representative  chart  from, 
one  of  these  instruments.  The  hygrothermographs  were  checked 
almost  every  working  day  with  a  sling  psychrometer,  and  reset 
whenever  necessary. 


MECHANICAL   APPLICATION    OF   FEETILIZEKS 


11 


FERTILIZERS  AND  DISTRIBUTORS   SELECTED 

As  many  fertilizers  were  chosen  as  space  in  the  constant-humidity 
room  permitted.  They  were  intended,  as  far  as  possible,  to  be  repre- 
sentative of  the  various  classes  of  fertilizers  now  in  use  or  proposed 
for  use  and  included  both  fertilizer  materials  and  mixtures. 

Each  individual  material  was  of  the  usual  commercial  grade  hav- 
ing the  composition  shown  in  Table  2.  These  materials  were  obtained 
on  the  open  market,  except  the  diammonium  phosphate,  mono- 
potassium  phosphate,  urea-ammonium  phosphate,  and  potassium- 
ammonium  phosphate,  which  were  made  in  the  fertilizer  division  of 
this  department. 

Table  2. — Percentage  of  armnonia,  phosphoric  anhydride,   and  potash  in  the 

fertilizer  materials  used 


Fertilizer  material 


I      NH3 


P2O5 


K2O 


Nitrate  of  soda 

Sulphate  of  ammonia 

Ammonium  nitrate. 

Calcium  nitrate 

American  urea  (granulated) 

German  urea  (powdered).. 

Leunasalpeter 

Cottonseed  meal 

Fish  scrap 

Ammo-phos 

Monoammonium  phosphate 

Diammonium  phosphate 

Urea  ammonium  phosphate 

Superphosphate 

Triple  superphosphate 

Potassium  nitrate 

Monopotassium  phosphate 

Potassium  ammonium  phosphate. 
Trona  potassium  chloride. 


Per  cent 
19 
25 

42.2 
18.8 
51 
56 

31.6 
8 
10 
13 

14.2 
25.2 
24.3 


16.7 


Per  cent 


Per  cent 


2.5 

7 
47 
60.6 
52.3 
49.4 
18 
43 


50.9 
54.1 


1.5 


45.9 
33.6 

18.6 
60 


The  mixed  goods,  both  ordinary  and  double  strength,  were  obtained 
from  leading  fertilizer  manufacturers  in  various  parts  of  the  country 
and  are  believed  to  be  representative  commercial  fertilizers.  In- 
formation as  to  the  ingredients  from  which  these  mixtures  were  made 
was  furnished  by  the  makers  and  is  given  in  Table  3,  together  with 
the  compositions  of  six  concentrated  and  three  ordinary  mixtures 
which  were  prepared  in  the  fertilizer  division. 


12 


TECHNICAL  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTURE 


i 
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MECHANICAL  APPLICATION   OF   FERTILIZERS 


13 


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14         TECHNICAL  BULLETIN   182,  V.  S.  DEPT.  OF  AGRICULTURE 


By  concentrated  fertilizer  is  meant  a  material  or  mixture  contain- 
ing a  total  of  plant  food,  calculated  as  ammonia,  phosphoric  acid 
(PgOs),  and  potash,  equal  to  or  greater  than  30  per  cent  of  its 
weight.  In  addition  to  several  concentrated  mixtures  obtained  on 
the  market,  a  number  of  mixtures  were  made  up  containing  four 
or  five  times  the  amount  of  plant  food  present  in  the  usual  grade  of 
commercial  fertilizer.  Several  of  them  also  contained  10  per  cent 
of  organic  ammoniate.  They  are  the  most  highly  concentrated  fer- 
tilizers it  is  possible  to  make  commercially  at  present  and  contain 
about  65  to  70  per  cent  plant  food. 

High-analysis  and  concentrated  mixtures,  which  were  first  intro- 
duced only  a  few  years  ago,  are  rapidly  coming  into  general  use. 
Some  of  those  used  in  this  study  contain  double  the  amount  of  plant 
food  of  several  of  the  most  popular  grades  of  ordinary  mixtures. 
Two  of  them,  the  4-16-10  and  8-16-8,  correspond  to  two  of  the  ordi- 
nary mixtures  included  in  this  list. 

Mechanical  analyses  were  made  of  the  fertilizers  used  in  these 
experiments.  The  results  are  given  in  Table  4.  The  analyses  were 
made  by  shaking  about  1  kilogram  of  each  fertilizer  in  a  series  of 
standard  screens,  ranging  from  3  to  200  meshes  to  the  linear  inch, 
until  no  more  passed  through  them.  The  3-5  mesh  fraction,  for 
example,  was  composed  of  particles  passing  through  a  3-mesh  and 
held  on  a  5-mesh  screen.  The  fractions  separated  in  this  way  were 
weighed  separately  and  the  percentages  calculated. 

Table  4. — Mechanical  analyses  of  experimental  materials 


Material  separated  into  screen  sizes  of— 

FertUizer 

3-5 
mesh 

5-10 
mesh 

10-20 
me.sh 

20-40 
mesh 

40-80 
mesh 

80-200 
mesh 

Finer 

than 

200 

mesh 

Ordinary  fertilizer  materials: 
Superphosphate 

Percent 

Per  cent 

Per  cent 

Per  cent 
24.22 
39.63 
89.50 
35.43 
31.54 
25.83 
30.46 

93.41 
89.88 
85.15 
21.43 
16.77 
98.41 
34.68 
2.40 
9.78 
84.34 
85.71 
12.00 

25.48 
24.92 
29.60 
30.85 

26.49 
28.85 
26.37 

22.53 
25.20 
23.54 

Percent 
14.61 
54.44 
8.84 
9.14 
15.14 
27.06 
19.43 

3.88 

8.98 

14.22 

30.16 

8.98 

1.06 

42.77 

2.39 

5.43 

11.62 

12.57 

63.50 

20.38 
38.01 
18.58 
33.61 

27.15 
27.40 
39.56 

20.43 
28.87 
29.76 

Percent 

12.34 

5.93 

1.66 

1.71 

12.40 

27.91 

17.54 

2.71 
1.14 
.63 

18.97 

10.63 
.53 

16.62 
2.81 
5.14 
4.04 
1.72 

24.26 

18.56 
21.02 
14.54 
20.28 

43.31 
41.10 
32.04 

23.23 
35.66 
21.35 

Percent 
48.83 

Sulphate  of  ammonia                      

Nitrate  of  soda                     -      - 

Nitrate  of  lime                     

0.57 

10.85 

.31 

.37 

1.32 

42.28 
40.38 
18.45 
25.61 

.23 

.38 

Peat        - 

.22 

5.42 

Concentrated  materials: 

Urea                                           

2.38 
1.80 

18.25 
26.35 

8.73 
35.32 

.08 

.15 

Monoammonium  phosphate 

Diammonium  phosphate 

2.89 

8.61 

60.86 

3.03 

Triple  superphosphate                  _         

1.91 

81.82 
17.39 

.06 

1.38 

Potassium  nitrate 

Trona  potassium  chloride 

.24 

Ordinary  mixtures,  commercial: 

2-8-5                    .                       

1.27 
.31 
.69 
.28 

7.64 

1.25 

9.66 

.55 

17.83 
12.46 
20.61 
11.57 

8.83 

3-9-3  _ 

2.03 

4-8-4_ 

6.31 

9-0-6_- 

2.86 

Ordinary  mixtures,  special: 
(No  1)  3-9-3 

3.05 

(No.  2)  3-9-3 

2.65 

(No.  3)  3-9-3 

2.03 

High-analysis  mixtures,  commercial: 
4-10-6 

1.10 
.26 
.36 

4.95 
1.05 
3.50 

15.93 

5.51 

19.03 

11.83 

10-8-10 

3.45 

12-6-2 

2.46 

MECHANICAL  APPLICATION   OF  FEKTILIZEES  15 

Table  4. — Mechanical  analyses  of  experimental  materials — Continued 


Material  separated  into 

screen  sizes  of— 

Fertilizer 

3-5 
mesh 

6-10 
mesh 

10-20 
mesh 

20-40 
mesh 

40-80 
mesh 

80-200 
mesh 

Finer 

than 

200 

mesh 

•Concentrated  mixtures,  commercial: 
0-20-20 

Per  cent 
.24 
.40 
.86 
.24 
.55 

Per  cent 
3.08 
5.67 
17.24 
6.23 
1.65 
4.13 

Per  cent 
19.67 
16.19 
25.00 
24.72 
15.38 
19.01 

2.29 
5.45 
8.60 
3.03 
2.10 
6.67 

Per  cent 
35.78 
21.06 
26.72 
22.72 
31.87 
36.36 

33.59 
36.36 
43.89 
31.51 
22.10 
37.78 

Per  cent 
32.23 
24.29 
15.52 
18.68 
25.27 
24.79 

29.77 
25.45 
22.62 
31.52 
42.11 
25.55 

Per  cent 
8.89 
23.82 
14.66 
27.41 
25.28 
15.11 

31.26 
20.10 
21.31 
30.15 
31.35 
27.52 

Per  cent 
.11 

4-16-10      

8.67 

4-24-4 

8-12-20. 

8-16-8.  _ 

10-16-14       J      

.60 

•Concentrated  mixtures,  special: 

(No.  1)  14-42-14 

3.09 

(No.  2)  14-43-14 

12.64 

(No.  3)  13-39-13 

.45 

.61 

2.11 

3.12 

(No.  4)  13-39-13 

3.18 

(No.  5  )  13-41-13 

.23 

(No.  6)  17-26-17 

2.48 

Ten  distributors,  representing  types  commonly  used,  were  chosen 
for  this  study  and  are  illustrated  in  Plates  1  to  5A,  inclusive.  Gen- 
•eral  specifications  are  given  in  Table  5.  More  detailed  descriptions 
of  these  distributors  will  be  given  under  "  Distributors,  their  con- 
struction and  operation"  (p.  l2). 

Table  5. — Specifications  of  fertilizer  distributors  used 


Dis- 
trib- 

Type of  distributor 

Type  of  feed 

Agita- 
tor in 
hopper 

Delivery-rate  control 

Manufacturers' 
deUvery  rating 

utor 
No. 

Mini- 
mum 

Maxi- 
mum 

1 

Grain-drill       attach- 
ment. 

do 

Potato-planter  attach- 
ment. 

do 

do 

Corn-planter    attach- 
ment. 

Broadcast  or  3-row 

Single-row 

Star  wheel 

Yes... 

Yes... 
No.... 

Yes... 
Yes... 

No  ... 

Gate  and  feed-wheel 

speed. 
do 

Depth  of  plow  and 

plate  speed. 
Fertilizer  gate 

Pounds 
per  acre 
30 

24 
300 

260 
200 

Pounds 

per  acre 

1,135 

2 

5 

4 

Revolving  plate  and 

plow. 
Paddle  wheel 

1,250 
3,000 

3,600 

5 

« 

Revolving  plate  and 

deflector. 
Revolving  plate  and 

plow. 

E  ndless  conveyor 

Revolving     cylinder, 

top  delivery. 
Agitator     

Gate    and    feed-plate 

speed. 
do   

3,400 

7 

No.... 
No.... 

No.... 

Yes... 

Gate 

8  . 

Cyhnder  speed 

Gate  and  amplitude 

of  knock. 
Conveyor  speed 

120 
200 

480 

fl 

do 

do 

2,60 

10 

(Oscillating  plate.) 
Screw  conveyor 

900 

EXPERIMENTAL  METHODS 

About  40  or  50  pounds  of  each  of  the  fertilizers  described  was 
spread  in  a  wooden  tray  measuring  18  by  30  by  2.5  inches.  These 
trays  had  burlap  bottoms  supported  by  three  small  wooden  strips. 

The  trays  were  supported  on  racks  in  the  constant-humidity  room 
so  as  to  obtain  the  best  possible  ventilation  of  the  fertilizers.  There 
was  a  clearance  of  2  inches  between  the  drawers,  and  each  tier  was 
entirely  clear  of  the  wall  on  all  sides.    A  14-inch  fan  on  the  opposite 


16         TECHNICAL  BITLLETIN   18  2,  V.  S.  DEPT.  OF  AGRICULTURE 

side  of  the  room  kept  ffie  air  circulating  all  around  them  except 
when  dust  was  being  raised  in  the  room,  when  a  tight  curtain  was 
drawn  about  them.  One  tier  of  drawers  is  shown  in  Plate  5,  B. 
Each  tray  with  its  contents  was  weighed  daily  on  a  platform  scale 
sensitive  to  0.01  pound,  as  long  as  any  change  in  weight  was  recorded. 
After  weighing,  the  fertilizer  was  dumped  into  a  metal  tray,  well 
stirred,  and  returned  to  its  original  drawer.  The  metal  tray  was 
carefully  brushed  to  insure  the  return  of  all  of  the  material.  After 
a  given  substance  had  weighed  the  same  on  three  consecutive  days, 
it  was  considered  to  be  at  equilibrium  with  the  atmospheric  condi- 
tions. To  make  sure  that  this  was  the  case,  the  daily  weighing  was 
continued  after  the  fertilizer  had  been  used  experimentally  until 
all  of  the  experiments  at  that  humidity  and  temperature  were  com- 
pleted when,  if  any  material  had  shown  a  further  change  in  weight, 
the  experiments  with  that  material  were  repeated. 

Distributor  No.  1  was  chosen  for  most  of  the  experiments  through- 
out this  work  because  it  is  representative  of  one  of  the  principal  types 
of  distributor  now  used  in  this  country.  It  has  a  wide  range  of 
delivery  rates  and  is  capable  of  convenient  and  positive  adjustment. 
In  studying  the  drilling  properties  of  fertilizers  it  was  necessary  to 
use  the  same  distributor  for  each  set  of  experiments  in  order  that 
the  results  secured  might  be  comparable. 

In  most  of  the  experiments  the  gates  were  set  at  notch  10  on  the 
gate-lever  scale,  which  gave  one-third  of  the  maximum  opening  and 
which,  according  to  the  manufacturer's  table  should  give  80  pounds 
per  acre  with  the  slow-speed  gear.  This  rate  is  lower  than  is  com- 
monly employed  at  present  but  approximates  the  rate  that  probably 
would  be  used  with  concentrated  fertilizers.  With  fast-speed  gears 
this  setting,  according  to  the  same  table,  gives  375  pounds  per  acre 
which  is  within  the  range  of  rates  frequently  used  with  commercial 
fertilizers.  In  practically  all  of  the  experiments  both  speeds  were 
used.  For  reasons  which  will  be  explained  later,  only  the  slow- 
speed  delivery  rates  are  given  in  the  tables. 

A  revolution  counter  automatically  registered  the  turns  of  the 
main  axle.  By  means  of  the  clutch  the  machine  could  be  started 
and  stopped  almost  exactly  at  the  instant  the  counter  registered  a 
revolution.  Weights  of  fertilizer  delivered  when  the  machine  was 
run  the  number  of  revolutions  corresponding  to  an  advance  in  the 
tield  of  100,  500,  1,000,  and  4,000  feet  were  all  exact  multiples 
of  the  lowest  weight  to  within  0.01  pound.  It  is  believed,  therefore, 
that  no  error  was  introduced  in  starting  and  stopping  the  drill. 

In  making  a  test,  sufficient  material  was  placed  in  the  drill  to  give 
a  head  of  about  8  inches.  The  machine  was  run  for  a  few  minutes 
to  insure  that  the  fertilizer  was  flowing  normally  from  all  units, 
when  the  clutch  was  thrown  out,  and  the  material  delivered  was  re- 
turned to  the  hopper.  The  machine  was  started  again,  and  when 
the  revolution  counter  registered  a  number  corresponding  to  250 
feet  advance  for  fast  speed,  or  1,000  feet  for  slow  speed,  the  fertilizer 
caught  in  a  pan  beneath  the  delivery  tubes  was  accurately  weighed 
and  returned  to  the  hopper.  The  shorter  time  for  fast  speed  was 
used  so  that  the  depth  of  fertilizer  in  the  hopper  should  not  be  re- 
duced to  a  point  where  this  would  materially  affect  the  results.  Not 
less  than  three  closely  agreeing  determinations  were  made  in  any  ca^e. 


Tech.  Bui.  182.  U.  S.  Dept.  of  Agriculture 


PLATE   1 


A,  Distributor  No.  1,  grain-drill  attachment;  B,  distributor  No.  2,  grain-drill  attachment 


Tech.  Bui.   182.  U.  S.  Dept.  of  Agriculture 


PLATE   2 


A,  Distributor  No.  3,  potato-planter  attachment;  B,  distributor  No.  4,  potato-planter  attachment 


Tech.  Bui.   182,  U.  S.  Dept.  of  Agriculture 


Plate  3 


A,  Distributor  No.  5,  potato-planter  attachment;  B,  distributor  No.  6,  corn-planter  attachment 


Tech.  Bui.  182.  U.  S.  Dept.  of  Agriculture 


PLATE  4 


A,  Distributor  No.  7,  broadcaster,  3-row;  B,  distributor  No.  8,  single-row;  C,  distributor  No.  9, 

single-row 


Tech.  Bui.  182,  U.  S.  Dept.  of  Agriculture 


PLATE  5 


A,  Distributor  No.  10.    B,  Interior  of  constant  humidity  room,  c,  weighing  pan;  d,  fertilizer  dis- 
tributor; e,  fertilizer  drawer;  /,  hygro thermograph;  g,  revolution  counter;  h,  dust  screen 


MECHANICAL  APPLlCATTOISr   OF   FERTILIZER^  17 

FACTORS  AFFECTING  THE  DRILLABILITY  OF  FERTILIZERS 

The  principal  properties  of  fertilizers  that  affect  their  distribution 
are  hygroscopicity,  state  of  subdivision,  degree  of  physical  hetero- 
geneity, apparent  specific  gravity,  and  friction  between  the  particles. 
The  mechanical  condition  of  the  fertilizer  at  any  time  also  depends 
largely  upon  the  weather  to  which  it  has  been  exposed.  For  con- 
venience the  word  "  drillability  "  is  used  to  denote  the  resultant  of  all 
the  properties  which  influence  the  manner  in  which  a  fertilizer  Avill 
be  distributed  by  machinery. 

WEATHER 

The  elements  of  the  weather  which  it  was  thought  desirable  to 
study  in  connection  with  the  drillability  of  fertilizers  are  relative 
and  absolute  humidity  and  temperature.  Kelative  humidity  already 
was  known  to  have  a  decided  effect  upon  drilling  qualities,  but  it 
was  not  known  whether  absolute  humidity  and  temperature  were 
of  importance  in  this  respect. 

RELATIVE    HUMIDITY 

The  first  controlled  experiments  were  made  in  an  atmosphere  with 
a  temperature  of  68°  F.  and  40  per  cent  relative  humidity.  When 
the  desired  tests  had  been  made  the  humidity  was  increased  to  50 
per  cent,  while  the  temperature  remained  the  same.  After  the 
experiments  at  the  latter  figures  had  been  completed  the  relative 
humidity  was  raised  further,  10  per  cent  at  a  time,  until  90  per  cent 
relative  humidity  was  reached.  It  was  then  decreased  10  per  cent 
at  a  time,  until  40  per  cent  relative  humidity  was  again  obtained. 
The  experiments  were  repeated  after  each  change.  Thus  equilibrium 
was  approached  in  most  cases  from  both  drier  and  damper  condi- 
tions. No  evidence  was  found  of  a  lag  in  the  establishment  of 
equilibrium  sufficient  to  materially  affect  the  results  presented  in  this 
bulletin. 

From  two  to  four  weeks  were  necessary  to  establish  equilibrium 
with  changes  of  10  per  cent  in  relative  humidity,  but  80  per  cent 
and  90  per  cent  relative  humidity  required  even  longer  times.  In 
general,  mixed  fertilizers  required  more  time  to  change  their  water 
content  with  changes  in  relative  humidity  than  did  the  fertilizer 
salts,  although  considerable  variability  in  this  respect  was  observed. 
These  differences  appeared  to  be  partly  due  to  the  more  porous 
structure  of  the  mass  in  some  cases,  and  to  the  greater  amount  of 
change  in  water  content  in  others. 

Table  6  shows  the  delivery  rates  on  the  moist  basis  and  wat^r 
content  of  the  various  fertilizers,  obtained  when  they  were  at  equilib- 
rium under  various  relative  humidities.  Since  all  of  the  materials 
contained  more  water  at  high  than  at  low  relative  humidities,  the 
differences  in  delivery  rate  of  actual  plant  food  are  generally  even 
greater  than  those  indicated  in  this  table. 

98734—30 9 


18         TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  6. — Effect  of  changes  in  relatwe  humidity  at  68°  F.  upon  the  water  con- 
tent of  fertilizers  and  their  delivery  rate  hy  distributor  No.  1 

[Calculations  are  on  the  moist  basis] 


Fertilizer 


Water  content  (per  cent)  and  delivery  rate  (pounds  per  acre)  of 
fertilizer  distributed  at  percentage  relative  humidity  of— 


40 


50 


70 


90 


Per 

Ordinary  fertilizer  materials:  cent 

Superphosphate 0.44 

Sulphate  of  ammonia 03 

Nitrate  of  soda 23 

Nitrate  of  lime 14. 79 

Fish  scrap. 5. 60 

Cottonseed  meal -..   6.82 

Peat 11.69 

Concentrated  fertilizer  materials: 

Urea,  granulated 07 

Urea  ammonium  phosphate. .     .  11 

Ammonium  nitrate 02 

Leunasalpeter 09 

Ammo-phos 76 

Monoammonium  phosphate .     .29 

Diammonium  phosphate 24 

Triple  superphosphate 2. 44 

Potassium  ammonium  phos- 
phate  23 

Monopotassium  phosphate...     .  14 

Potassium  nitrate .27 

Trona  potassium  chloride 14 

Ordinary  mixtures,  commercial: 

2-8-5 2. 54 

3-9-3.- 3.42 

4-8-4 2.33 

&-0-6 - 3.75 

High    analysis   mixtures,    com- 
mercial: 

4-10-6 1.30 

10-8-10 2.44 

12-6-2... 1.80 

Concentrated     mixtures,     com- 
mercial: i 

0-20-20 1    .85 

4-16-10 i  2. 14 

4-24-4 I  1.42 

8-12-20 1.  79 

8-16-8 2.02 

10-16-14.. ._ 1. 72 

Special: 

(No.  1)  14-42-14 05 

(No.  2)  14-43-14 32 

(No.  3)  13-39-13 58 

(No.  4)  13-39-13 37 

(No.  5)  13-41-13. 08 

(No.  6)  17-26-17 i     .60 


Average  of  14  remaining 
drillable  at  90  per  cent 
relative  humidity 1.57 


73. 33 

78.41 
96.41 
88. 28! 
80.  591 
104. 981 
66. 79 


Lbs. 

per 

acre 

102. 95 

82.76 
135.04 


Per 

cent 

0.87 

.12 

.40 


100.48,24.77 
58.951  6.58 
48.35!  7.47 
91.04112.90 


70.57 
70.42 
89.18 
82.62 
81.02 
104. 98 
63.60 
115.87!  3.241113.98 


.14 
.35 
.17 
.19 
.95 
.31 
.74 


Lbs. 

per 
acre 

100. 77 
82.47 

125. 45! 
24. 39 
58.08 
47.04 
90.31 


Per 

cent 

1.05 

.23 

.51 


65.05! 
117.181 
123. 71 
104. 11 

87.85 
78.26 
93.36 
84.07 


94.09 
94.67 
88.28 


118. 34 
92.64 
81.75 
98.30 

105. 56 
93.94 

99.75 
53.58 
104. 98 
109.05 
104.54 
95.69 


100.10 


.30 
.24 

.28 
.16 

2.8ol 
4.89 
3.39 
5.86i 


2.00 
2. 97 


Lbt. 
per 
acre 
93.65 
69.12 
112.09 
0) 

7.54  56.34 
8.93  45.30 
14.12   89.88 


.31 
.53 
.38 
.31 
1.21 
.42 


63.45 
66.50 
73.33 
76.08 
84.07 
101.  ?0 
1.23  59.53 
4.45|lll.51 


66.21  .43!  67.66 

112. 68i  .471105.27 

118.05  .29115.43 

92.20  .20!  77.54 


85.96 
74.05 
91.04 
67.66 


83.34 
97.14 
60.84 


1.35 
2.80 
3.31 
2.62 
2.96 
2.06 

.12 
1.35 
.83 
.51 
.14 
1.12 


2.06 


107. 30 
90.46 
79.42 
96.56 

101. 93 
92.93 

96.56 
46.46 
98.74 
107. 88 
101. 35 
88.43 


57 


2.76 
3.57 
8.12 


78.55 
73.33 
81.31 
61.13 


82.18 
94.38 
55.32 


Per 

cent 

1.96 

.53 


8.80 
12.24 
15.39 

.76 


4.03 

1.63 

.51 

1.61 


.65 

.82 

.44 

1.38 

10.91 
15.43 
15.13 
15.04 


7.25 
4.94 
14.72 


1.64  96.85 
3.96  86.83 
5.27   75.79111.65 


97.19 


3.37 
3.81 
2.77 

.31 

3.83 

1.20 

.79 

.26 

1.79 


2.74 


93.94  5.46 
90.60  6.23 
8.24 


82.33 
33.84 
91.62 
96.99 
90.31 
78.99 


92. 58 


Lbs. 
per 
acre 

85.67 
51.55 

(») 

(0 

54.89 
43.85 
90.10 


Per 
cent 
3.10 
2, 


11.86 
13.35 
16.82 


55.90 

5.811 

(2)      

9.00 

84.65  8.36 
96. 12!  .  61 
55.611  4.99 
107. 16   9. 83 

67.23  1.03 
94.821  1.25 
96.70  .61 
53.72I  4.96 

59. 97129. 96 

63. 45124. 83 

56. 19  28, 28 

5.52 


67.52 
84.65 
10.45 


86.54 
69.12 
69.41 
89.44 
80.44 
56.34 


4.69  9.87 
8.50  14.37 
4.19|  57.06 
4.24  62.58 
1.04  65.34 
6.22   17.71 


4.49 


80.35 


15.09 
19.16 


21.69 
22.76 
11.87 
11.86 


7.61 
7.01 
3.31 


Lbs. 

per 
acre 
79.57 
11.76 

(I) 

(1) 

53.14 
52.27 
89.46 

(») 

(2) 

(0 

(») 

65.63 
90.75 

6.82 
106.58 

63.31 
85.38 
86.83 
28.17 

1.89 
15.25 
9.15 
(2) 


58.23 

22.94 

(') 


Per 
cent 
14.82 


19.46 


16.27 
4.17 


16.92 

6.02 
3.27 
1.35 


33.55 


(')     ' 

35.43! 

60.84!41.19 

53.72 

60.2619.01 

(») 


(») 

(») 

33.69 


21.12 
12.78il5.32 
22. 94;  10. 65 


Lbs. 
per 
acre 
57.35 

^'} 
(•) 
(0 
(') 
(») 
87.99 

(0 

(0 

0) 

(0 

34.27 
71.00 

(») 
90.60 

71.44 

39.64 

80.44 

(*) 


66.45 


15.94 


3.78 

(2) 

(») 


(^) 
(*) 
8.42 
{') 

55.76 
(») 

^) 

3.92 
4.21 
4.50 
(») 


43.81 


'  In  solution. 

*  Undrillable  due  to  absorption  of  moisture. 

» Decomposed. 


The  moisture  contents  recorded  in  the  accompanying  tables  were 
determined  by  placing  10  cubic  centimeters  of  the  materials  in  a 
weighing  bottle  and  drying  in  a  vacuum  desiccator  well  supplied 
with  dry  phosphorus  pentoxide.  After  a  reasonable  length  of  time 
had  elapsed  the  samples  were  weighed  daily  until  no  further  loss 
of  weight  was  recorded.  This  required  a  month  or  more  but  gave 
better  results  than  the  official  method. 

Nitrate  of  lime,  or  Norwegian  saltpeter,  was  perfectly  dry  and 
drilled  exceptionally  well  in  an  atmosphere  of  40  per  cent  relative 


MECHANICAL  APPLICATION   OF   FERTILIZERS 


19 


humidity.  At  50  per  cent  relative  humidity  it  was  soggy  with 
moisture  and  drilled  very  poorly,  and  at  60  per  cent  relative  humid- 
ity it  had  entirely  liquefied. 

Chilean  saltpeter,  or  sodium  nitrate,  drilled  excellently  at  40,  50, 
and  60  per  cent  relative  humidity,  but  could  not  be  handled  at  all 
in  this  distributor  when  the  humidity  was  70  per  cent  or  higher. 

Sulphate  of  ammonia  drilled  very  well  at  70  per  cent  relative 
humidity,  but  was  entirely  unsatisfactory  at  humidities  above  this. 

Superphosphate  was  too  dusty  at  40  per  cent  relative  humidity 
and  too  damp  at  90  per  cent  for  best  results,  but  could  be  distributed 
alone  at  any  humidity  tried;  it  did  best  at  70  or  80  per  cent.  At 
90  per  cent  the  delivery  rate  was  only  about  one-half  of  that  at 
40  per  cent. 

Of  the  new  concentrated  nitrogenous  fertilizers,  urea,  ammonium 
nitrate,  and  leunasalpeter  gave  results  very  much  like  those  for 
sodium  nitrate,  although  urea  could  be  drilled  at  humidities  10  per 
cent  higher  than  could  nitrate  of  soda. 

The  concentrated  phosphates,  ammo-phos,  monoammonium  phos- 
phate, triple  superphosphate,  and  monopotassium  phosphate,  could 
be  drilled  excellently  at  all  humidities,  although  at  reduced  rates  at 
the  highest  humidity. 

Diammonium  phosphate  was  fully  as  satisfactory  as  sulphate  of 
ammonia  but  not  nearly  so  satisfactory  as  monoammonium  phos- 
phate. It  gave  off  ammonia  and  became  a  pasty  mass  at  90  per  cent 
relative  humidity. 

Peat  was  unpleasantly  dusty  in  an  atmosphere  of  40  per  cent 
relative  humidity,  and  fish  scrap  and  cottonseed  meal  decayed  in  one 
of  90  per  cent.  These  materials  differed  from  the  water-soluble 
ones,  however,  in  one  important  respect.  They  distributed  at 
practically  the  same  rate  per  acre  at  every  degree  of  relative 
humidity. 

Potassium  ammonium  phosphate,  although  containing  more  water 
at  90  per  cent  than  at  lower  relative  humidities,  could  be  drilled  at 
almost  the  same  rate  throughout  the  range,  thus  behaving  like  an 
organic  ammoniate  in  this  respect.  The  uniformity  of  the  rate  be- 
comes more  apparent  when  allowance  is  made  for  the  moisture  con- 
tent, as  is  seen  in  Table  7. 

Table  7. — Delivery  rate  of  potassium  ammonium  phosphate  for  various  relative 
humidities  on  the  dry  and  moist  "bases 


Basis 

Pounds  per  acre  delivered  at  percentage  relative  humidity  of— 

40 

50 

60 

70 

80 

90 

Moist 

65.05 
64.90 

66.21 
66.01 

67.66 
67.37 

67.23 
66.79 

63.31 
62.66 

71.44 

Dry. 

67.14 

Of  the  19  mixtures  used  in  these  tests,  only  one  could  be  drilled 
satisfactorily  when  at  equilibrium  with  an  atmosphere  of  90  per 
cent  relative  humidity,  and  this  one,  the  8-16-8,  at  only  one-half 
the  rate  at  which  it  distributed  in  an  atmosphere  of  40  per  cent 
relative  humidity.  The  variations  in  delivery  rate  were  of  the  same 
order  for  the  mixtures  as  for  the  individual  ingredients. 


20  TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTURE 

As  a  class,  the  double-strength  mixtures  were  le^s  affected  by  high 
relative  humidity  than  were  similar  mixtures  of  ordinary  grade. 
The  concentrated  mixtures  as  a  class  were  very  similar  in  their 
drilling  properties  to  the  ordinary  grade  commercial  mixtures. 

Some  experiments  were  also  made  at  relative  humidities  of  20  and 
30  per  cent;  these  in  general  gave  the  same  delivery  rates  as  those 
at  40  per  cent  relative  humidity. 

At  relative  humidities  lower  than  50  per  cent  all  fertilizers 
tested — whether  salts  or  organic  ammoniates,  materials  or  mixtures, 
low  grade  or  concentrated — without  exception,  were  dry  and  in 
good  condition  and  could  be  drilled  satisfactorily  in  distributors  that 
were  suitable  in  other  respects.  At  50  per  cent  relative  humidity  all 
of  the  samples  distributed  well  excepting  calcium  nitrate  or  nitrate 
of  lime. 

The  average  rate  at  which  over  50  different  fertilizers  were  dis- 
tributed in  an  atmosphere  of  60  per  cent  relative  humidity  was  81.21 
pounds  per  acre  (manufacturer's  rating,  80  pounds  per  acre). 

At  humidities  of  60  per  cent  or  above,  certain  fertilizers  could  not 
be  drilled  at  all,  and  the  higher  the  relative  humidity  the  fewer  were 
the  substances  that  could  be  distributed.  The  delivery  rates  of 
different  materials  at  humidities  of  60  per  cent  or  above  varied  from 
nothing  to  well  over  100  pounds  per  acre. 

The  delivery  rate  for  any  given  fertilizer  varied  inversely  with  the 
relative  humidity,  and  the  nature  and  amount  of  this  variation 
depended  upon  the  hygroscopicity  of  the  fertilizer,  which  factor  will 
be  considered  later. 

The  relative  humidity  of  unconditioned  air  fluctuates  constantly, 
being  highest  at  night  and  lowest  in  mid  afternoon.  During  the 
night,  in  the  Atlantic  Coast  States,  it  often  attains  100  per  cent  and 
by  2  p.  m.  of  the  same  day  may  fall  to  30  per  cent.  A  fertilizer  in 
storage  is  protected  somewhat  from  this  rapid  change  by  its  own 
bulk,  by  the  bags  containing  it,  and  sometimes  also  by  reason  of  its 
being  in  a  heated  building  where  the  humidity  does  not  undergo 
marked  change.  In  an  unheated  building  the  relative  humidity  will 
change  just  as  it  does  outside  with  equal  changes  in  atmospheric 
temperature.  At  night  the  air  in  the  spaces  between  the  fertilizer 
particles  cools  and  decreases  in  volume,  whereupon  some  outside  air 
is  drawn  into  the  mass.  When  the  mass  becomes  heated  again  some 
of  the  air  is  expelled.  Thus  the  changing  atmospheric  conditions 
permit  the  fertilizer  to  absorb  moisture  at  times  and  to  dry  out  at 
other  times.  It  never  reaches  a  state  of  equilibrium,  but  tends  to 
contain  the  amount  of  moisture  corresponding  to  the  mean  relative 
humidity  to  which  it  is  exposed. 

ABSOLUTE  HUMIDITY 

Some  of  the  results  obtained  in  studying  relative  humidity  and 
temperature  were  tabulated  in  such  a  way  (Table  8)  as  to  show  the 
relation,  if  any,  of  absolute  humidity  to  the  water  contents  and 
delivery  rates  of  the  fertilizers.  No  correlation,  however,  is  ap- 
parent.    At  both  high  and  low  absolute  humidities  good  and  poor 


MECHANICAL  APPLICATION    OF   FERTILIZERS 


21 


Jesuits  were  obtained,  depending  upon  the  combination  of  relative 
iiumidity  and  temperature.  The  differences  shown  in  the  table  are 
due  to  variations  in  relative  humidity  and  temperature,  as  indicated 
in  Tables  6  and  9,  respectively,  and^  it  is  believed  that  absolute 
humidity  has  no  definite  relation  to  the  physical  properties  of 
fertilizers. 

Table  8. — Relation  of  absolute  humidity  to  the  water  content  of  three  fertilizers 
and  to  their  rate  of  delivei'y  by  distributor  No.  1 


Absolute 
humidity 

Rela- 
tive 

humid- 
ity 

Tem- 
pera- 
ture 

Sodium  nitrate 

3-9-3  commercial 
fertilizer 

Monoammonium 
phosphate 

Water 
content 

Delivery 
rate 

Water 
content 

Delivery 
rate 

Water 
content 

Delivery 
rate 

Grains  per 
cubic  foot 

2.04 

2.45 

2.86 

3.00 

3.26 

3.74 

3.94 

4.48 

5.24 

5.26 

5.99 

6.56 

7.90 

Per  cent 
50 
60 
70 
40 
80 
50 
30 
60 
70 
40 
80 
50 
60 

op 

50 
50 
60 
68 
50 
68 
86 
68 
68 
86 
68 
86 
86 

Per  cent 

0.20 

.32 

1.03 

.28 

"Mo" 

.19 
.91 

"".'26" 

'"'11" 

Pounds 
per  acre 
125. 02 
126.  90 
97.43 
130. 10 

(0 
125. 45 
112.82 
93.36 

0) 

126.61 

(0 
107. 16 

(0 

Per  cent 

4.12 

5.56 

7.85 

3.42 
16.50 

7.57 

2.26 

8.85 
15.40 

4.91 
24.83 

7.37 

9.71 

Pounds 
per  acre 
80.44 
76.08 
67.81 
78.26 
50.00 
74.05 
73.62 
73.33 
19.75 
72.31 
8.13 
66.79 
63.60 

Per  cent 
0.24 
.30 
.38 
.29 
.52 
.31 
.25 
.42 
.51 
.38 
.61 
.32 
.50 

Pounds 
per  acre 
103. 53 
104.83 
100. 91 
104. 98 
96.06 
104. 98 
89.88 

101.  20 
96.12 

103. 53 
90.75 

102.  22 
98.74 

1  Undrillable,  owing  to  absorption  of  moisture. 


TEMPERATURE 


Experiments  intended  to  show  the  effect  of  temperature  changes 
upon  the  drilling  qualities  of  fertilizers  were  conducted  in  the  same 
manner  as  those  designed  to  test  the  effect  of  relative  humidity. 
The  humidity  was  held  constant  at  60  per  cent,  and  experiments  were 
run  at  temperatures  of  50°,  68°,  and  86°  F.,  which  it  was  believed 
re])resent  the  range  encountered  by  farmers  actually  using  fertilizers. 

The  effects  of  temperature  changes  upon  the  drilling  qualities  of 
fertilizers,  over  the  range  ordinarily  encountered  in  applying  them, 
are  slight  in  comparison  with  those  produced  by  changes  in  relative 
humidity,  as  will  be  observed  by  referring  to  Table  9.  The  greatest 
difference  in  delivery  rate  was  obtained  with  ammonium  nitrate.  It 
varied  from  31  pounds  per  acre  at  86°  F.  to  83  pounds  per  acre  at 
50°,  when  the  machine  was  set  to  deliver  80  pounds  per  acre.  The 
rate  of  delivery  of  nitrate  of  soda  and  a  few  other  nitrogenous  salts 
showed  considerable  variation  with  changes  in  temperature,  but  most 
of  the  fertilizers  were  only  slightly  affected.  The  delivery  rate  of 
phosphates  as  a  class  varied  less  with  temperature  than  did  that  of 
the  commercial  mixtures. 


22  TECHNICAL  BULLETIN    18  2,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  9. — Effect  of  air-temper  at  wre  changes  at  €0  per  cent  relative  humidity 
upon  the  water  content  of  fertilizer 8  and  upon  their  rate  of  delivery  hy 
distributor  No.  1 


Fertilizer 


Ordinary  fertilizer  materials: 

Superphosphate 

Sulphate  of  ammonia 

Nitrate  of  soda 

Nitrate  of  lime 

Fish  scrap 

Cottonseed  meal 

Peat. 

Concentrated  fertilizer  materials: 

Urea,  granulated 

Urea  ammonium  phosphate 

Ammonium  nitrate 

Leunasalpeter 

Ammo-phos- 

Monoammonium  phosphate 

Diammonium  phosphate 

Triple  superphosphate 

Potassium  ammonium  phosphate. 

Monopotassium  phosphate. 

Potassium  nitrate 

Trona  potassium  chloride 

Ordinary  commercial  mixtures: 

2-8-5 

3-9-3 

4-8-4 

9-0-6. 

High-analysis  mixtures,  commercial: 

4-10-6 

10-8-10 

12-6-2 

Concentrated  commercial  mixtures: 

0-20-20-_. 

4-16-10 

4-24-4 

8-12-20 

8-16-8 

10-16-14 .--. 

Concentrated  special  mixtures: 

No.  1.  14-42-14 

No.  2.  14-43-14 

No.  3.  13-39-13.. 

No.  4.  13-39-13 

No.  5.  13^1-13 

No.  6.  17-26-17 


50*  F. 


Delivery 
rate 


Pounds 
per  acre 

99.17 
71.58 
126.90 
3.05 
59.39 
48.79 
92.78 

70  86 
75.65 
83.34 
90  60 
84.22 

104.83 
63.89 

118.48 
69.41 

111.51 

119.21 
88.28 

86.83 
77.54 
93.07 
78.84 

86.97 
94.96 
85.96 

115. 14 
93.80 
85.38 
100.33 
100.91 


95.54 
35.57 
104.11 
109.48 
103.96 
89.15 


Average  (excepting  nitrate  of  lime)..        89. 60 


Water 
content 


Per  cent 

0.95 

.22 

.32 

24.95 

7.36 

8.87 

12.70 

.05 
.11 
.08 
.13 

1. 19  j 
.30  ! 
.39  I 

4.34 
.20 
.24 
.27 
.15  I 


68*  F. 


Delivery 
rate 


3.51 
5.56 
4.44 
5.73 

1.70 
2.74 
2.76 

1.16 
3.39 
3.64 
3.16 
3.56 
2.59 

.19 
1.56 
1.11 
.71 
.21 
1.43 


2.35 


Pounds 
per  acre 

93.65 
69.12 
112.09 
(') 

56.34 
45.30 


63.45 
66.50 
73.33 
76.08 
84.07 

101.20 
59.53 

111.51 
67.66 

105.27 

115.43 
77.54 

81.89 
73.33 
81.31 
61.13 

82.18 
94.38 
55.32 

96.85 
86.83 
75.79 
93.94 
90.60 
89.59 

82.33 
33.83 
91.62 
96.99 
90.31 
78.99 


Water 
content 


Per  cent 

1.05 
.23 
.61 


86"  F. 


Delivery 
rat« 


7.54 
8.93 
14.12 

.31 
.53 
.38 
.31 
1.21 
.42 
1.23 
4.45 
.43 
.47 
.29 
.20 

3.90 

8.85  I 
4.64 
8.66  I 

2.76  ' 

3.57  ! 
8.12  i 

1.64  I 
3.96  , 
5.27  I 
3.37 
3.81  j 

2.77  ! 


.31 
3.83 
1.20 
.79 
.26 
1.79 


Pounds 
per  acre 

87.41 

60.11 

84.61 

0) 

56.34 

45.74 

85.52 

68.23 
34.99 
30  93 
64.03 
81.02 
98.74 
60.11 

108.46 
65.34 

103.53 
98.88 
76.96 

78.55 
63.60 
76.23 
39.20 

79.86 
92.06 
49.37 

100.33 
84.65 
71.44 
96.12 


56.77 
32.67 
87.70 
93.51 
85.23 
56.48 


Water 
content 


Per  cent 

1.29 

.31 

1.17 


81.22 


3.03 


73XK) 


7.55 
8.88 
15.05 

.46 

1.01 

1.83 

.67 

1.24 

.50 

.84 

4.65 

.54 

.53 

.4? 

.26 

4.00 

9.71 
5.12 
9.48 

2.97 
3.91 
9.05 

1.96 
4.18 
6.44 
3.63 
3.82 
3.12 

.64 

5.48 

1.20 

.87 

.39 

3.11 

3.41 


»  Undrillable. 

Other  experiments  made  at  40,  50,  and  70  per  cent  relative  hmnidi- 
ties  indicated  that  the  relationships  shown  in  Table  9  for  60  per  cent 
hold  good  generally.  They  seem  to  justify  the  conclusion  that,  in 
general,  the  drilling  properties  of  fertilizers  improve  and  the  water 
content  diminishes  as  the  temperature  is  lowered,  provided  the  rela- 
tive humidity  is  constant. 

HYGROSCOPICITY 


In  general,  all  substances  contain  a  certain  amount  of  moisture 
when  in  contact  with  the  atmosphere  for  any  length  of  time.  The 
amount  depends  upon  the  character  of  the  substance  and  the  vapor 
pressure  of  the  atmosphere.    Every  material  containing  water  exerts 


MECHANICAL  APPLICATION   OF   FEETILIZEBS 


23 


a  vapor  pressure.  If  this  pressure  is  greater  than  that  of  the  atmos- 
phere to  which  it  is  exposed,  the  material  will  dry  out  until  the  vapor 
pressure  is  equalized.  If  the  vapor  pressure  of  a  substance  is  lower 
than  that  of  the  air,  that  substance  will  absorb  moisture.  Thus,  a 
fertilizer  will  tend  to  reach  a  state  of  equilibrium  in  this  respect  with 
the  atmosphere  in  which  it  is  kept.  The  vapor  pressure  of  the  air 
changes  considerably  with  changes  in  relative  humidity  and  to  a 
much  less  extent  with  changes  of  temperature  such  as  occur  in  ordi- 
nary atmospheres. 

When  the  vapor  pressure  of  the  atmosphere  is  appreciably  lower 
than  that  of  a  saturated  solution  of  a  given  salt,  the  equilibrium 
water  content  of  that  salt  will  be  small  and  it  will  appear  to  be  dry. 
In  an  atmosphere  with  a  vapor  pressure  equaling  or  exceeding  that 
corresponding  to  a  saturated  solution  of  the  salt,  the  latter  will  absorb 
water  and  tend  to  become  a  solution.  If  sufficient  time  elapses  it 
will  liquefy  completely. 

For  convenience  the  relative  humidity  corresponding  to  the  vapor 
pressure  of  the  air  which  is  equal  to  the  vapor  pressure  of  a  saturated 
solution  of  a  given  salt  is  called  the  hygroscopic  point  of  that  salt. 
This  point  is  different  for  every  fertilizer  salt.  It  has  been  deter- 
mined carefully  for  a  number  of  pure  salts,  and  Table  TO  gives  the 
values  published  by  Eoss,  Mehring,  and  Merz  (^<^).  Determinations 
of  the  hygroscopicities  of  these  and  other  materials  and  mixtures 
over  a  considerable  range  of  temperatures  were  recently  published  by 
Adams  and  Merz  {Jf) .  The  hygroscopic  points  of  impure  fertilizer- 
grade  salts  will  differ  slightly  from  the  values  in  the  table. 

Table  10. — Hygroscopic  points  of  various  fertilizer  salts 


Fertilizer  salts 

Relative  hu- 
midity at—   . 

Fertilizer  salts 

Relative  hu- 
midity at— 

68°  F. 

86°  F. 

68°  F. 

86°  F. 

Calcium  nitrate 

Per  cent 

54.8 
63.3 
74.5 
80.7 
79.2 
81.0 

Per  cent 
46.5 
59.4 
73.7 
75.2 
77.5 
81.1 

Per  cent 
83.2 
85.3 
93.1 
93.2 
94.5 
97.0 

Per  cent 
82.8 

Ammonium  nitrate. 

Potassium  chloride 

84.4 

Sodium  nitrate 

Monoammonium  phosphate 

Monopotassium  phosphate 

Potassium  nitrate 

92.9 

Urea     

93.0 

Ammonium  chloride 

93.3 

Ammonium  sulphate.. 

96.5 

The  hygroscopicity  of  a  mixture  of  salts  usually  is  greater  than 
that  of  its  most  hygroscopic  constituent,  but  it  may  be  less.  If  an 
impurity  is  a  soluble  salt,  it  will  increase  the  hygroscopicity  of  the 
material  containing  it.  Insoluble  impurities  have  no  effect.  Sub- 
stances forming  chemical  combinations  may  either  increase  or  de- 
crease the  hygroscopicity ;  for  instance,  a  mixture  of  superphosphate 
and  urea  is  more  hygroscopic  than  is  either  of  these  materials  alone. 

A  comparison  of  the  hygroscopic  points  with  the  delivery  rates 
and  water  contents  given  in  Table  6  shows  definitely  that  the  effects 
of  relative  humidity  upon  fertilizers  are  largely  due  to  their  hygro- 
scopicity. The  water  content  in  every  case  increases  gradually  with 
increase  in  relative  humidity  until  the  hygroscopic  point  is  reached, 


24  TECHNICAL  BULLETIN    18  2,  U.  S.  DEPT.  OF  AGRICULTURE 

when  absorption  of  moisture  becomes  very  rapid.  Above  this  point 
salts  become  solutions,  and  mixtures  containing  them  become  undrill- 
able.  In  general,  delivery  rates  diminish  with  increase  in  water  con- 
tent, and  all  fertilizers  become  undrillable  when  exposed  freely  for 
several  days  to  atmospheres  above  their  hygroscopic  points. 

STATE   OF   SUBDIVISION 

An  experimental  drill  of  the  No.  1  type,  which  contained  three 
separate  units  working  simultaneously,  was  run  with  potassium  ni- 
trate prepared  in  different  ways.  The  left-hand  compartment  was 
filled  with  20-40  mesh  crystals,  the  center  one  with  20-40  mesh 
spherical  pellets  made  by  spraying  fused  material  into  cold  air,  and 
the  right-hand  end  with  the  same  substance  ground  to  pass  a  100-mesh 
sieve.  Each  of  these  units  will  deliver  the  same  weight  of  the  same 
material  in  a  given  time,  but  with  these  different  states  of  subdivision 
different  amounts  were  delivered.  The  pellets  and  crystals  issued 
more  or  less  continuously  and  at  nearly  the  same  rate,  although  the 
rate  for  the  former  was  the  higher.  On  the  other  hand,  the  pow- 
dered potassium  nitrate  drilled  very  poorly.  The  small  amount  de- 
livered came  out  in  the  form  of  a  few  rather  large  lumps  at  very 
irregular  intervals.  The  differences  in  delivery  rate  are  shown  in 
Plate  6,  A. 

Thus,  it  becomes  evident  that  the  manner  of  preparing  a  fertilizer 
for  use  has  a  decided  effect  upon  its  drilling  properties.  This  effect 
is  due  to  the  size  of  the  individual  particles,  their  shape,  and  the 
degree  of  homogeneity  of  the  mass. 

SIZE  OF  PARTICLES 

Fineness  of  grinding  affects  the  uniformity  with  which  any  given 
material  can  be  distributed  with  machinery,  as  well  as  its  delivery 
rate  in  pounds  per  acre.  This  is  evident  at  once  to  any  one  who  com- 
pares, in  a  fertilizer  distributor,  finely  ground  and  coarsely  ground 
samples  of  the  same  material. 

The  differences  in  drillability  between  fairly  dry  commercial  sam- 
ples of  urea  is  shown  in  Plate  7,  A  and  B.  The  coarse,  granular 
material  containing  93.41  per  cent  of  particles  too  large  to  pass 
through  a  40-mesh  sieve  flowed  down  the  hopper  steadily  and  uni- 
formly on  all  sides  as  the  feed  wheels  removed  it  from  the  bottom, 
as  shown  in  Plate  7,  A.  Finely  ground  urea,  52.70  per  cent  of  which 
passed  through  an  80-mesh  screen,  would  not  flow  steadily.  As  the 
feed  wheels  carried  out  the  material  at  the  bottom  of  the  hopper 
caverns  formed.  After  a  time  these  caved  in,  leaving  wells  as  illus- 
trated in  Plate  7,  B.  The  agitator  provided  with  the  machine  helped 
only  to  a  slight  extent  to  prevent  this  formation  of  wells. 

Some  experimental  results  secured  with  urea  and  potassium-ain- 
monium  phosphate,  both  coarsely  and  finely  ground,  when  in  equi- 
librium with  the  atmospheric  conditions  mentioned,  are  given  in 
Table  11.  In  each  of  these  tests  distributor  No.  1,  set  to  deliver  80 
pounds  per  acre,  was  used. 


Tech.  Bui.  182.  U.  S.  Dept.  of  Agriculture 


PLATE 


A,  Comparative  amounts  of  potassium  nitrate  in  the  form  of  crystals,  spherical  pellets,  and  fine 
powder  delivered  by  three  units  of  distributor  No.  1  operating  simultaneously;  B,  instrument  for 
measuring  angle  of  repose,  containing  potassium  phosphate 


A,  Interior  of  distributor  No.  2  operating  with  granular  urea;  B,  interior  of  distributor  No.  2,  operating 

with  powdered  urea 


MECHANICAL   APPLICATION   OF   FERTILIZERS 


25 


Table   11. — Effect  of  subdimsion  on  the  drillability  of  urea   and   pota^siwm 
ammonium  phosphate  at  68°  F. 


Material  separated  by  screens  with  mesh  of— 

Material 

State  of  subdivision 

5  and 
10 

10  and 
20 

20  and 
40 

40  and 
80 

80  and 
200 

200 

Powdered 
Granulate 

Per  cent 

Per  cent 
1.35 

Per  cent 
20.27 
93.41 
100.00 
38.88 
9.78 

Per  cent 
25.67 

Per  cent  Per  cent 
27.34  1      25.36 

Do                                 

i 

3.88         2.71  ! 

Do                 

11 

)rayed... 

1 

Potassium  ammonium  phosphate. 
Do 

iwdpTpH 

1       _ 

1.59 
60.87 

11.90       16.60  1      31.03 

Granulated 17.39 

5.44         6.52  ! 

1 

Material 

State  of  sub- 
division 

Delivery  rate  at  percentage  relative  humidity  of— 

Average  devia- 
tion 1  in  delivery 

at  percentage 
relative  humid- 
ity of— 

40 

50            60 

70 

80 

90 

60 

90 

— ■   ■ 
Urea 

Powdered... 
Granulated . 
Sprayed 

Pounds 

per  acre 

54.3 

73.3 

179.8 

55.3 

65.1 

Pounds 
per  acre 
52.6 
70.6 
176.9 
52.6 

66.2 

Pounds 
per  acre 
39.5 
63.5 
171.0 
43.3 

67.7 

Pounds 
per  acre 
10.3 
55.9 
92.9 
19.5 

67.2 

Pounds 
per  acre 

Pounds 
per  acre 

• 

Per  cent 
51.09 
19.36 
17.85 
69.39 

11.37 

Per  cent 

Do 

Do 

Potassium  ammonium 
phosphate. 
Do... 

Powdered 
Granulate 

d. 

20.9 
63.3 

24.4 
71.4 

99.86 
35.90 

»  Deviation  is  calculated  on  the  basis  of  3-foot  intervals  of  delivery. 

The  coarsely  ground  variety  of  both  materials  drilled  much  more 
uniformly  and  the  delivery  rate  was  much  less  affected  by  changes 
in  relative  humidity  than  in  the  case  of  the  powdered  materials. 
The  granulated  potassium-ammonium  phosphate  was  distributed  at 
nearly  the  same  rate  at  all  relative  humidities  from  40  to  90  per  cent, 
while  at  high  humidities  the  powdered  material  was  delivered  at 
less  than  one-half  the  rate  prevailing  at  low  humidities.  The  differ- 
ences between  the  two  samples  of  urea  were  even  more  marked.  In 
this  connection  it  is  interesting  to  compare  the  delivery  rates  for 
ordinary  and  triple  superphosphate  at  different  humidities,  as  given 
in  Table  6.  These  materials  were  similar  in  physical  properties, 
except  that  the  ordinary  superphosphate  was  more  finely  ground. 
Here,  too,  there  was  less  variation  in  the  delivery  rate  and  greater 
evenness  of  distribution  with  the  coarser  material.  The  finer  mate- 
rials in  every  case  were  also  much  less  satisfactory  at  low  relative 
humidities  because  of  excessive  dustiness. 

Of  the  materials  used  in  these  experiments,  those  which  contained 
appreciable  percentages  finer  than  200  mesh  (see  Table  4),  the  super- 
phosphate particular^,  were  excessively  dusty  when  the  humidity 
was  40  per  cent  or  lower.  It  was  necessary,  when  working  in  the 
constant-humidity  room  with  such  materials  at  low  humidities,  to 
wear  respirators,  in  spite  of  the  fact  that  a  curtain  was  drawn  around 
the  delivery  tubes.  Another  curtain  drawn  around  the  fertilizer 
trays  effectively  protected  the  other  fertilizers  from  contamination. 
The  18  per  cent  superphosphate  was  still  slightly  dusty  when  at 
equilibrium  in  an  atmosphere  of  80  per  cent  relative  humidity,  but 


26  TECHNICAL.  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTURE 

practically  no  other  materials  were  sufficiently  dusty  to  be  trouble- 
some when  the  humidity  was  at  70  per  cent  or  higher. 

A  large  batch  of  crystallized  monoammonium  phosphate  was  care- 
fully screened  until  a  sufficient  sample  of  each  of  several  sizes  was 
obtained.  They  included  5-10,  10-20,  20-40,  40-80,  80-200,  and 
particles  finer  than  200  mesh.  These  lots  were  exposed  in  the  con- 
stant-humidity room  and  drilled  in  the  same  way  as  in  the  previously 
described  experiments.  The  materials  were  rescreened  after  each 
test  to  remove  the  small  amount  of  broken  particles. 

From  Table  12  it  is  seen  that  size  of  particle  has  no  practical 
effect  upon  the  water  content  of  monoammonium  phosphate,  except 
at  the  highest  humidities,  and  then  only  where  the  size  is  finer  than 


60  70 

Per  cent  relative  humidity 

Figure  9. — Effect  of  particle  size  upon  delivery  rate 

200  mesh.  The  finely  ground  material  was  distributed  much  less 
satisfactorily  than  the  coarser,  especially  at  the  higher  humidities. 
This  is  graphically  shown  in  Figure  9. 

Table  12. — Effect  of  particle  size  upon  the  rate  of  distribution  of  monoammo- 
nium phosphate  at  68°  F.  and  at  various  relative  humidities 


Relative 
humidity 
at  68°  F. 
(per  cent) 


Rate  (pounds  per  acre)  and  water  content  (per  cent)  of  monoammonium  phosphate 
separated  into  screen  sizes  of— 


5-10  mesh 


10-20  mesh 


20-40  mesh 


40-80  mesh 


80-200  mesh 


200  mesh  and 
finer 


Pounds 

per  acre 

103.  21 

103.09 

100.65 

96.99 

84.07 

86.54 


Per 

cent 
0.27 
.32 
.41 
.50 
.67 
3.07 


Pounds 

per  acre 

106.85 

107. 16 

105.50 

102.  80 

93.22 

8.S.52 


Per 

cent 

0.29 

.32 

.43 

.54 

.62 

2.76 


Pounds 

per  acre 

104.98 

104.83 

101.20 

97.28 

90.75 

71.00 


Per 

cent 

0.29 

.31 

.42 

.51 

.61 

2.97 


Pounds 
per  acre 
107.  40 
106.72 
102. 86 
97.43 
84.51 
29.18 


Per 

cent 

0.18 

.20 

.27 

.35 

.41 

2.12 


Pounds 

per  acre 

123.49 

120.52 

113.90 

ia5.  71 

75.50 

11.76 


Per 

cent 
0.17 
.21 
.26 
.33 
.48 
2.51 


Pounds] 
per  acre 
80.70  I 
78.99 
75.  65 
69.98 
17.28 
1.74 


Per 

cent 

0.28 

.34 

.46 

.53 

1.49 

10.71 


MECHANICAL   APPLICATION   OF   FERTILIZEES 


27 


Humidity  had  the  least  effect  upon  the  samples  composed  of  the 
largest  particles.  It  is  believed  that  the  trend  shown  by  the 
results  for  ammonium  phosphate  would  be  exhibited  generally  by 
soluble  fertilizer  salts,  due  allowance  being  made  for  differences  in 
hygroscopicity. 

In  studying  the  effect  of  particle  size  on  uniformity  of  distribu- 
tion the  percentage  deviations  in  delivery  for  successive  3-foot  por- 
tions were  calculated.  For  this  purpose  the  experimental  drill  was 
used  in  the  constant-humidity  room.  It  is  realized  that  3-foot  inter- 
vals of  delivery  are  rather  long,  but  it  was  impossible  to  collect 
with  any  degree  of  accuracy  individual  portions  for  a  shorter  dis- 
tance with  the  machine  in  the  constant-humidity  room.  This  subject 
was  also  studied  under  less  perfect  control  of  atmospheric  condi- 
tions for  1-foot  intervals  of  delivery.  The  latter  experiments  will 
be  described  in  a  later  section. 

In  making  the  uniformity  tests  the  quantity  of  material  issuing 
from  one  spout  of  the  drill  was  collected  in  a  succession  of  beakers 
which  moved  up  at  the  rate  of  one  beaker  each  second.  Thirty  such 
portions  of  each  of  several  different  fertilizers  were  collected  and 
weigh-ed  separately.  Then  the  amount  that  each  weight  varied 
from  the  average  w^eight  of  the  30  was  found,  and  the  percentage 
deviation  from  the  mean  was  calculated  for  the  average  of  these 
weight  deviations.  If  the  distribution  of  the  fertilizer  were  per- 
fect throughout  the  row  so  that  each  beaker  received  the  same  weight, 
this  percentage  would  be  zero. 

Percentage  deviations  for  coarse  and  fine  samples  of  urea  and 
potassium-ammonium  phosphate  are  presented  in  Table  11,  and  for 
various  sizes  of  ammonium  phosphate  in  Table  13.  The  materials 
were  all  at  equilibrium  with  the  humidities  given,  and  the  distributor 
was  set  to  deliver  80  pounds  per  acre.  The  nearest  approach  to 
perfect  distribution  was  obtained  with  the  granulated  potaesium- 
iimmonium  phosphate,  with  a  percentage  deviation  of  only  11.37 
per  cent.  The  machine  itself  has  a  cycle  of  delivery  that  would 
account  for  this  variation.  The  best  results  with  the  ammonium 
phosphate  were  obtained  when  the  particles  were  10  to  20  mesh  in 
size  and  the  material  was  kept  in  an  atmosphere  of  50  per  cent  rela- 
tive humidity. 

Table  13. — Effect  of  particle  size  and,  relative  hK/midity  upon  percentage  devia- 
tions in  delivery  of  ammonitim  phosphate 


Kelative  humidity  (per  cent) 

Ammonium  phosphate  separated  into  sdreen  sizes  of — 

5-10 
mesh 

10-20 
mesh 

20-40 
mesh 

40-80 
mesh 

80-200 
mesh 

200 
mesh 

60.. 

Per  cent 
31 
36 
31 

Per  cent 
17 
30 
25 

Per  cent 
24 
32 
31 

Per  cent 
26 

29 
48 

Per  cent 

27 

37 

118 

Per  cent 
30 

70 

45 

90 

131 

Size  of  particles  had  some  effect  upon  evenness  of  distribution 
even  when  the  materials  were  dry,  but  a  decided  one  when  they  were 
damp.  The  coarsest  material  was  distributed  almost  as  evenly  when 
quite  damp  as  when  quite  dry,  but  the  finer  sizes  were  distributed 


28  TECHNICAL  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTURE 

more  and  more  irregularly  as  they  became  damper.  In  the  case  of 
the  size  finer  than  200  mesh,  in  an  atmosphere  of  90  per  cent  rela- 
tive humidity  11  of  the  30  beakers  contained  nothing,  and  the  weights 
of  the  contents  of  the  others  ranged  from  0.0005  to  1.2101  grams. 
This  is  explained  by  the  fact  that  in  a  200-mesh  powder  in  the  dry 
state  some  of  the  particles  are  usually  so  small  and  near  each  other 
that  cohesion  exists  between  them.  When  the  particles  are  damp, 
however,  the  forces  attracting  them  to  each  other  will  be  very  much 
greater,  due  to  the  surface  tension  of  the  liquid  films. 

The  differences  in  distribution  between  the  coarsest  and  finest  mate- 
rials are  much  greater  than  one  might  suppose  from  a  cursory  exami- 
nation of  the  percentage  deviations,  because  the  larger  particles  were 
scattered  throughout  the  row,  while  the  smaller  ones  stuck  together 
in  little  bunches,  and  in  some  cases  the  entire  amount  for  3  feet  of 
row  was  delivered  in  one  lump. 

The  effect  of  size  of  grain  on  the  rate  of  flow  of  several  materials 
was  investigated  by  recording  the  time  required  for  100  grams  of 
material  to  flow  through  copper  funnels  having  various-sized  open- 
ings, and  angles  between  the  sides  equal  to  BO"",  60°,  and  90°,  respec- 
tively. Crystallized  ammonium  phosphate  and  potassium  nitrate  in 
the  form  of  tiny  spheres  were  very  carefully  screened  and  kept  in  the 
constant-humidity  room  until  at  equilibrium  with  30  and  TO  per  cent 
relative  humidities  and  a  temperature  of  68°  F.  A  determination 
was  made  by  setting  the  funnel  with  its  axis  vertical  upon  a  tripod, 
placing  a  finger  over  the  funnel  opening,  and  then  pouring  the  mate- 
rial into  it.  A  stop  watch  was  started  at  the  same  instant  the  finger 
was  removed  from  the  funnel  opening.  The  numbers  in  Table  11, 
representing  the  time  required  for  100  grams  to  flow  through  i)y 
gravity,  are  averages  of  four  or  five  closely  agreeing  determinations. 
The  60°  funnel  with  a  10.06-millimeter  opening  was  used  in  the  ex- 
periments recorded  in  the  table.  Other  funnels  with  different  open- 
ings gave  results  from  which  the  same  conclusions  may  be  drawn. 

Table  14. — Effect  of  particle  size  on  time  required  for  100  grams  of  crystallized 
ammonium  phosphate  and  of  sprayed  potassium  nitrate  to  flow  from  a  60" 
funnel  with  a  10.06  millimeter  opening 


Size  of  particle  screen  mesh 


Average 
diameter 
of  parti- 
cles 


Milli- 

\  meters 

5-10 j  2.83 

10-20-_ I  1. 10 

20-30 I  .70 

30-40 I  .40 

40-eO .28 

60-80 19 

80-100 .  16 

100-125 .13 

125-157 10 

157-200 :  08 

200-250 06 

250-300 05 

300-350 044 


Crystallized  ammonium 
phosphate 


Sprayed  potassium  nitrate 


Apparent 
specific 
gravity 


0.83 

.84 
.84 
.85 
.86 
.88 
.90 
.92 
.93 
.92 
.88 
.81 
.70 


30  per 
cent  rela- 
tive hu- 
midity 


Minute 
C) 
0.210 

.168 
.151 
.135 
.  122 
.119 
.119 
.132 
.153 
.182 
.220 
(') 


70  per    !  A  ^„„  ..„„+!    30  per 

centrela-rVpPS^^«°4«l^- 
tivehu-     |P«^4J^  itivehu- 


midity 


midity 


Minute 

(0 

0.218 
.178 
.158 
.141 
.134 
.121 
.121 
.141 
.172 
.213 

0) 

0) 


1.19 
1.22 
1.23 
1.23 
1.24 
1.24 
1.23 
1.23 
L22 
1.20 
1.18 


Minute 

0.133 

.102 

.080 

.070 

.066 

.0c3 

.056 

.068 

.070 

.079 

.135 

(') 

(•) 


70  per 
cent  rela- 
tive hu- 
midity 


MinvXe 
0.128 
.099. 
.079 
.068 
.OW 
.068 
.073 
.  07.-> 

(0 

(«) 

0) 

(•) 


No  flow. 


MECHANICAL   APPLICATION-    OF    FERTILIZERS  29 

Each  substance  lias  a  minimum  size  of  particle  that  will  flow  by 
gravity  through  an  opening.  This  varies  with  the  material  and  with 
the  atmospheric  conditions.  For  instance,  200  to  250  mesh  ammon- 
ium phosphate  in  an  atmosphere  of  70  per  cent  relative  humidity 
will  flow  freely,  whereas  250  to  300  mesh  size  will  not  flow  at  all. 
Moreover,  125  to  157  mesh  potassium  nitrate  in  the  same  atmosphere 
will  not  flow.  Of  course,  if  the  opening  is  large  enough,  chunks 
will  break  off  and  fall  through,  but  the  reference  here  is  to  a  free 
movement  of  the  individual  particles  upon  one  another.  On  the 
other  hand,  there  is  a  maximum  size  of  grain  that  will  flow  through 
an  opening  of  given  size.  This  size  is  approximately  the  same  for 
all  materials  that  will  floAv  through  that  opening,  but  increases 
.^lightly  the  more  nearly  spherical  the  grains  are.  There  is  a  mini- 
mum time  required  for  particles  of  intermediate  size  to  flow  through 
any  given  opening. 

If  the  opening  and  size  of  grains  remain  the  same  and  the  effect  of 
molecular  forces  is  imperceptible  the  rate  of  flow  will  vary  with  the 
friction  of  the  material.  The  fertilizer  with  the  lowest  friction  will 
flow  most  readily  and  in  a  proper  distributor  should  give  the  best 
distribution. 

In  the  present  experiments  coarse  materials  flowed  at  nearly  the 
same  rate  when  in  equilibrium  with  both  30  and  70  per  cent  relative 
humidity;  but  finely  divided  ones  required  considerably  more  time, 
or  did  not  flow  at  all,  at  a  relative  humidity  of  70  per  cent,  although 
they  appeared  dry.  The  results  given  in  Table  14  help  to  explain 
the  differences  in  delivery  rate  shown  in  Table  12.  They  indicate 
that  gravity  flow  is  an  important  factor  in  delivery  rate  with  this 
distributor. 

Not  only  does  the  feeding  mechanism  of  most  distributors  deliver 
a  granular  material  in  a  steadier  stream  than  a  finely  ground  one 
but  this  difference  is  increased  as  the  material  passes  down  the  de- 
livery pipe.  Hard  grains  bounce  back  and  forth  from  one  side  of 
the  tube  to  the  other,  and  when  they  collide  the  velocity  of  one 
l^article  is  diminished  while  that  of  the  other  is  accelerated.  Thus 
the  tendency  is  to  spread  the  discharge  still  more  uniformly  in  this 
case,  and  the  material  issues  from  the  spout  in  the  form  of  a  spread- 
ing cone.  A  fine  powder,  on  the  other  hand,  shoAvs  a  tendency  to 
cohere  in  irregularly  shaped  masses,  and  this  is  greatly  exaggerated 
if  the  material  is  damp.  A  familiar  example  is  the  difference  be- 
tween clay  and  sand  when  slightly  moist. 

If  fertilizers  are  distributed  at  the  rate  of  80  pounds  per  acre, 
4?ach  square  foot  of  soil  surface  will  receive  0.833  gram  of  material. 
The  number  of  particles  in  this  weight  of  potassium  nitrate,  in  the 
form  of  tiny  pellets  of  various  screen-interval  sizes  is  shown  in 
Table  15. 


30 


TECHNICAL  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTURE 


Table  15. — 'Number  of  particles   of  various  sizes  per  square  foot  when    the- 
application  is  80  pounds  per  acre 


Screen 
mesh 

Average 

diameter 

of  particles 

Particles 
per  square 
foot       1 

1 

6-10 
10-20 
20-30 
30-40 
4fr-€0 

MiUimeters 
2.83 
1.10 

.70 

.40 

.28 

Number 

44 

471 

3,301 

9.332 

24,450 

Distributed  uniformly  over  the  surface  of  the  soil,  this  quantity 
of  fertilizer  would  make  a  layer  only  0.007  millimeter  thick.  The 
average  diameter  of  the  20-30  mesh  particles  is  about  0.700  milli- 
meter. The  opening  in  a  325 -mesh  screen,  about  the  finest  obtain- 
able, is  0.044  millimeter.  From  these  figures  it  becomes  apparent 
that  applying  fertilizers  uniformly  at  low  rates  is  a  very  difficult 
matter.  Fortunately,  fertilizers  do  not  need  to  be  applied  in  a 
continuous  layer  over  the  entire  area  of  a  field  but  are  usually  placed 
only  in  the  root  zone  of  the  crop  where  they  dissolve  and  diffuse 
somewhat  through  the  soil  solution.  However,  they  do  not  diffuse 
far. 

In  summing  up  the  results  of  experiments  on  the  size  of  particles, 
it  was  found  that  the  least  variation  in  delivery  rate  with  changes 
in  moisture  content  was  with  the  10-20  mesh  size.  The  nearest  ap- 
proach to  uniform  distribution  was  also  obtained  with  the  10-20  mesh 
material,  but  the  20-40  mesh  particles  gave  results  almost  as  good. 
Particles  larger  than  10  mesh  are  too  large  for  thorough  incorpora- 
tion with  the  soil.  Those  smaller  than  20  mesh  are  certainly  satis- 
factory in  this  respect.  Thus,  the  ideal  size  of  grain  for  a  fertilizer 
appears  to  be  about  20  mesh.  Good  results  in  distribution  should  be 
obtained  when  the  diameters  of  the  particles  of  a  fertilizer  do  not 
exceed  1  millimeter  nor  fall  below  0.2  millimeter.  No  fertilizer  is 
likely  to  give  even  fair  results  in  distribution  if  it  contains  a  con- 
siderable proportion  of  material  finer  than  200  mesh. 


SHAPE    OF    PARTICLES 


Table  14  showed  the  rates  of  flow  of  various  sizes  of  two  materials 
with  differently  shaped  grains.  One  of  these  materials  was  in  the 
form  of  oblong  crystals  and  the  other  of  little  spheres.  Both  of 
these  materials  flowed  quite  freely,  but  for  every  size  of  each  mate- 
rial it  is  observed  that  the  same  weight  of  spherical  particles  required 
only  about  one-half  the  time  to  flow  through  the  given  opening  that 
was  required  by  the  oblong  particles.  Part  of  this  difference  in  rate 
of  flow  is  due  to  difference  in  specific  gravity.  Therefore  samples 
of  urea  and  of  potassium  nitrate  were  prepared  in  several  ways. 
One  sample  of  each  consisted  of  unbroken  crystals,  another  was 
ground  so  as  to  round  off  the  corners,  and  a  third  was  made  by  spray- 
ing the  molten  material  through  a  nozzle  and  catching  it  after  it  had 
congealed  into  pellets.  The  latter  were  rolled  down  glass  plates  to 
remove  everything  but  spheres.  The  materials  were  carefully 
screened  to  20-30  mesh  sizes  in  each  case,  and  100  grams  of  each 


MECHANICAL  APPLICATION   OF   FERTILIZERS 


31 


was  caused  to  flow  by  gravity  through  a  10-millimeter  opening.  The 
time  required  for  this  flow  was  recorded  with  a  stop  watch.  The 
results  in  Table  16  indicate  that  under  the  same  stress  such  crystals 
will  flow  only  about  one-third  as  fast  as  spherical  grains  of  the 
same  material. 

Table  16. — Time  required  for  100  grams  of  20-30  mesh  grains  of  v/ren  am4 
potassium  nitrate  of  different  shapes  to  flow  ly  gravity  from  a  60°  funnel 
with  a  10-millimeter  opening 


Fertilizer 

Normal 
crystals 

Ground 

into 
broken 

and 

rounded 

grains 

Spherical 
pellets 

Urea                        

Minute 

0.380 

.225 

Minute 

0.231 

.107 

Minute 

0.140 

.079 

In  Table  11  delivery  rates  for  sprayed  (pellets)  and  granulated 
urea  were  given.  The  delivery  rate  of  the  sprayed  material,  owing 
to  uncontrolled  delivery  when  dry,  varied  more  with  relative 
humidity  than  did  that  of  the  granulated  urea. 

In  the  last  section  it  was  observed  that  particles  too  large  to  pass 
through  a  30-mesh  screen  drilled  very  well  even  when  damp.  A  fer- 
tilizer composed  of  spheres  with  smooth  surfaces  will  remain  drill- 
able  with  a  higher  water  content  than  the  same  fertilizer  in  the  form 
of  rough  particles,  although,  of  course,  no  fertilizer  will  remain  drill- 
able  if  kept  in  an  atmosphere  of  higher  relative  humidity  than  its 
hygroscopic  point. 

Although  the  hygroscopic  point  of  urea  is  81  per  cent  at  68°  F.,  a 
40-pound  sample  of  it  in  the  form  of  10-20  mesh  spheres,  kept  in  a 
2-inch  layer  in  a  relative  humidity  of  80  per  cent  at  68°  for  two  weeks, 
drilled  at  the  rate  of  47  pounds  per  acre  with  the  implement  set  as 
usual  to  give  80  pounds.  It  contained  enough  water  to  moisten  every- 
thing it  touched,  yet  was  distributed  quite  well.  However,  it  became 
undrillable  when  it  finally  attained  equilibrium  with  80  per  cent  rela- 
tive humidity.  A  granular  sample,  of  which  93  per  cent  was  of 
20-40  mesh  size  and  the  remaining  7  per  cent  finer  in  size,  became 
undrillable  in  one  day  when  exposed  in  the  same  way  in  an  atmos- 
phere of  80  per  cent  relative  humidity.  Urea,  53  per  cent  of  which 
was  finer  than  80  mesh  in  size,  was  practically  undrillable  in  equilib- 
rium with  70  per  cent  relative  humidity. 

In  other  experiments  to  be  described  in  the  discussion  of  fertilizer 
distributors  it  was  found  that  spheres  gave  most  uniform  distribu- 
tion in  distributors  Nos.  1  and  6  but  flowed  too  readily  for  best 
results  in  some  machines.  On  the  other  hand,  long  needlelike  crystals 
or  similarly  shaped  particles  tend  to  mat  together  or  to  interlace  in 
such  a  manner  as  to  prevent  proper  distribution.  The  ideal  shape  of 
particles  for  best  distribution  in  the  majority  of  the  distributors  now 
available  seems  to  be  that  of  rounded  grains.  Grains  that  are  per- 
fectly round  will  flow  through  the  feeding  mechanism  of  some  dis- 
tributors while  the  machines  are  not  operating,  while  particles  with 
somewhat  rough  surfaces  like  most  ground  or  granulated  materials 
will  not  flow  too  freelv. 


32  TECHNICAL  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTURE 

HETEROGENEITY 

Mixed  fertilizers  made  from  materials  of  widely  different  physical 
properties  tended  to  separate.  For  example,  a  mixture  of  finely 
ground  superphosphate,  large  crystals  of  sodium  nitrate,  coarsely 
flaked  fish  scrap,  etc.,  could  not  be  uniformly  distributed.  When  a 
mixture  of  particles  of  different  specific  gravities  is  agitated  the 
heavy  grains  work  to  the  bottom  of  the  mass  and  the  light  ones  rise 
to  the  surface.  The  finely  powdered  material,  whether  light  or 
heavy,  sifts  down  betAveen  the  coarser  particles.  Heavy  or  round 
particles,  if  given  momentum,  will  roll  farther  or  fly  farther  through 
the  air  than  will  light  or  irregularly  shaped  ones.  Dust  floats  away 
with  the  wind.  Thus  it  becomes  very  difficult  to  apply  a  heterogene- 
ous mixture  so  that  all  parts  of  the  field  will  receive  the  same  pro- 
portions of  the  different  fertilizing  elements. 

In  the  preceding  experiments  it  was  observed  that  most  of  the 
mixtures  showed  some  tendency  to  segregate  while  being  distributed, 
but  the  8-12-20  mixture  exhibited  this  tendency  to  a  greater  degree 
than  the  others.  It  was,  therefore,  studied  more  carefully  in  this 
connection.  A  representative  sample  of  it  was  passed  through  a 
series  of  screens  from  3  to  80  mesh.  A  fraction  of  the  sample  was 
held  back  by  each  screen,  and  each  of  these  fractions  was  analyzed 
separately  for  moisture,  ammonia,  phosphoric  acid,  and  potash.  The 
results  are  shown  in  Table  IT. 

Table  17. — Chemical  composition  of  the  differetit-sized  particles  of  an  8-12-20 

fertilizer 


Size  of  particles  (screen  mesh) 

II2O 

NHs 

PaO* 

K2O 

3-10- -- 

Per  cent 
2.94 
4.14 

4.82 
4.45 
3.16 

Per  cent 
13.15 
11.27 
9.56 
8.17 
4.60 

Per  cent 
13.06 
14.32 
11.91 
7.90 
4.77 

Per  cent 
0.94 

10-20 

6.87 

20-40 

13.78 

40-80 

21,05 

Finer  than  80 

30.61 

The  hoppers  of  distributors  Nos.  1  and  3  were  filled  with  the 
8-12-20  mixture  and  run  in  the  constant-humidity  room  until  no 
more  was  delivered.  Samples  for  analysis  were  taken  at  regular 
intervals  from  the  start  to  the  finish  of  the  runs.  The  results  of 
these  analyses  are  presented  in  Table  18.  Mechanical  analyses  of  the 
first  and  last  samples  of  each  run  were  also  made,  and  these  are  given 
in  Table  19. 

Table  18. — Chemical  composition  of  an  8-12-20  mixed  fertilizer  as  delivered 
at  intervals  hy  distri'butors  Nos.  1  and  3 


Distributor  and  sample 

NHs 

PjOs 

K,0 

Distributor  No.  1: 
First  sample 

Per  cent 
8.32 
8.27 
8.71 
8.85 
9.31 
10.13 
9.97 

7.45 
8.22 
8.79 
9.66 

Per  cent 
9.14 
9.23 
9.76 
10.06 
10.51 
1L37 
12.63 

8.28 
9.42 
10.09 
1L27 

Per  cent 
18.06 

Second  .sample 

19.80 

Third  sample... 

16.70 

Fourth  sample 

16.06 

Fifth  sample 

14.37 

Sixth  sample . 

1L39 

Seventh  sample. 

1L97 

Distributor  No.  3: 

First  sample 

21.08 

Second  sample 

18.02 

Third  sample 

16.26 

Fourth  sample 

13.00 

MECHANICAL  APPLICATION   OF  FEETILIZEES 


33 


Table  19. — Mechanical  analyses  of  the  first  and  last  portions  of  an  8-12-20 
mixed  fertilizer  delivered  from  distributors  Nos.  1  and  3  during  single  runs 


Distributor  No.  1 

Distributor  No.  3 

Size  of  particles  (screen  mesh) 

First 
sample 

Last 
sample 

First 
sample 

Last 
sample 

3-10                                                 

Per  cent 
10.82 
15.92 
21.02 
19.43 
32.80 

Per  cent 
26.53 
25.17 
20.40 
11.57 
16.32 

Per  cent 
3.82 
16.32 
17.44 
20.06 
42.35 

Per  cent 
10.49 

10-20                                 

32.40 

20-40                       

24.53 

40-80 

15.92 

Finer  than  80                                           - -- 

16.66 

From  these  results  it  is  clear  that  the  tendency  in  both  types  of 
distributors  was  to  deliver  the  finer  particles  first.  With  a  mixture 
such  as  this,  the  composition  of  the  fertilizer  applied  in  one  part  of  a 
field  would  be  materially  different  from  that  in  another. 

This  difficulty  may  be  entirely  eliminated  by  making  a  slurry  of 
the  components  to  be  mixed  and  then  graining  them  all  together. 
This  process  probably  would  not  be  practical  with  low-grade  mix- 
tures, but  is  entirely  feasible  with  mixtures  like  nitrophoska. 

SPECIFIC  GRAVITY 

Actual  specific  gravity  is  the  ratio  obtained  by  dividing  the  weight 
of  a  solid  substance  by  the  weight  of  water  it  will  displace.  The 
apparent  specific  gravity  of  a  fertilizer  is  the  ratio  obtained  by  divid- 
ing the  weight  of  a  unit  volume  by  the  weight  of  an  equal  volume  of 
water. 

In  this  study  apparent  density  or  specific  gravity  is  of  more  in- 
terest than  absolute  specific  gravity  because  it  varies  with  the  state 
of  subdivision,  moisture  content,  degree  of  packing,  etc.,  while  actual 
specific  gravity  remains  the  same. 

In  Table  20  are. listed  the  apparent  specific  gravities  of  the  experi- 
mental materials,  together  with  the  weights  and  volumes  of  the  vari- 
ous materials  delivered  per  acre  when  they  were  at  equilibrium  in  an 
atmosphere  of  68°  F.  and  relative  humidities  of  40,  60,  and  80  per 
cent.  These  apparent  specific-gravity  determinations  were  made  by 
filling  a  graduated  cylinder  to  the  100  cubic  centimeter  mark,  tapping 
it  lightly  on  the  bottom  and  again  filling  to  the  mark  if  necessary. 
The  weight  of  this  volume  in  grams  was  divided  by  100  to  obtain  the 
apparent  specific  gravity.  Each  value  in  the  table  is  the  average  of 
several  such  determinations. 

In  order  that  apparent  specific  gravity  determinations  may  be  com- 
parable, they  must  all  be  made  in  the  same  manner  because  greater 
degrees  of  packing  give  higher  values.  If  a  large  volume— such  as  a 
bushel  of  material— had  been  weighed,  values  somewhat  higher  than 
those  given  in  Table  20  would  have  been  obtained  in  some  cases. 

The  volumes  delivered  by  distributor  No.  1,  as  given  in  Table  20, 
were  calculated  from  the  actual  weights  delivered  and  the  apparent 
specific  gravities. 

98734—30 3 


34 


TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTURE 


Table  20. — Apparent  specifio  gravity  of  fertilizers  and  weight  and  volume  deliv- 
ered l)y  distributor  No.  1  at  several  relative  humidities  and  at  68°  F. 


Apparent  specific  gravity  and  rate  of  fertilizer  delivery  at  percentage  rela- 
tive humidity  of— 


Fertilizer 


Ordinary  fertilizer  materials: 

Superphosphate 

Sulphate  of  ammonia 

Nitrate  of  soda 

Nitrate  of  lime 

Fish  scrap 

Cottonseed  meal -... 

Peat - 

Concentrated  fertilizer  mate- 
rials: 

Urea 

Urea  ammonium  phos- 
phate  

Ammonium  nitrate 

Leunasalpeter 

Ammo-phos 

Monoammonium  phos- 
phate  --- 

Diammonium  phosphate. 

Triple  superphosphate 

Potassium  ammonium 
phosphate 

Monopotassium  p  h  o  s  - 
phate 

Potassium  nitrate 

Trona  potassium  chloride. 
Ordinary  mixtures,  commer- 
cial: 

2-^5.. 

3-9-3 

4-8-4... 

9-0-6 

High  analysis  mixtures,  com- 
mercial: 

4-10-6.. 

10-8-10 

12-6-2 

Concentrated  mixtures,  com- 
mercial: 

0-20-20... 

4-16-10 

4-24-4... 

8-12-20 

8-16-8 

10-16-14 

Special: 

(No.  1)  14-42-14 

(No.  2)  14-43-14 

(No.  3)  13-39-13 

(No.  4)  13-39-13 

(No.  5)  13-41-13 

(No.  6)  17-26-17 

Average 


40 


Appar- 
ent 
specific 
gravity 


0  977 
.785 

1.061 
.909 
.501 
.601 
.789 


,807 

,874 


,867 
630 
901 


983 
927 
961 


729 
915 


794 


,950 
.846 
.799 
,907 
,896 
.851 

.944 

.593 
.948 
.988 
,935 
,813 


,832 


Delivery  rate 


Pounds 
per  acre 
102. 95 
82.76 
135.04 
100.48 
58.95 
48.35 
91.04 


73.33 

78.41 
96.41 

88.28 
80  59 

104.98 
66.79 
115. 87 

65.05 

117, 18 
123.71 
104.11 


87.85 
78.26 


84.07 


94.09 
94.67 


118.  34 
92.64 
81.75 
98.30 

105.  56 
93.94 

99.75 
53.58 
104.98 
109.05 
104.54 
95.69 


92.45 


Pints 
105.  37 
105.42 
127.27 
110  54 
117.  66 
80  44 
115.  39 


116.39 

113. 15 
119. 47 
101.  01 
100.48 

121.08 
106.01 
128.60 

108.78 

119.  21 
133.  45 
108.33 


101.  21 
107.  35 

102.  03 
100.92 


112.28 
111.90 
111.  18 


124.56 
109.50 
102.  31 
108.38 
117. 81 
110  39 

105.  54 
90  35 
110  74 
110  37 
111.81 
117.  70 


111.00 


60 


Appar- 
ent 
specific 
gravity 


0  991 

.785 
1.064 


.499 
.592 
.781 


,673 
,811 

,788 
,776 


,592 


,579 


983 
950 


724 
844 
815 


842 
799 


,788 
,953 
,887 
,834 


,598 
,944 
,970 
,921 
,803 


,812 


Delivery  rate 


Pounds 

per  acre 

93.65 

69.12 

112.09 

(1) 

56.34 
45.30 
89.88 


63.45 

66.50 
73.33 
76.08 
84.07 

101.20 
59.53 
111.51 

67.66 

105.27 
115.  43 

77.54 


78.55 
73.33 
81.31 
61.13 


82.18 
94.38 
55.32 


96.85 
86.83 
75.79 
93.94 
90  60 
89.59 


Pints 
94.60 
88.05 

105.35 


112.90 
76.52 
115.08 


101.03 

98.81 
90  42 
96.55 
108.34 

114.22 
100.55 
124.17 

116. 86 

107.09 
121.  50 
92.53 


94.64 
101.28 
96.34 
75.01 


97.60 
118.12 
68.46 


10O99 
108.54 
96.18 
98.57 
102.14 
107.  42 


8Z  33  101.  77 
33.84  56.59 
91.62  s  97.08 
96.99  !  99.98 
90  31  i  98.06 
78.99  I    98.37 


81. 13      99.  50 


80 


Appar- 
ent 
specific 
gravity 


0  922 
.750 


,470 
,523 
.770 


.778 


.665 


,664 

954 
917 

,762 


1.073 
.654 
.748 


809 
794 


,775 
.729 
.861 


.684 
,722 


Delivery  rate 


Pounds 

per  acre 

79.57 

11.76 

(0 

(') 

53.14 
52.27 


(0 

t^ 

(') 
65.63 

90.75 

6.82 

106.58 

63.31 

85.38 
86.83 
28.17 


1.89 
8.13 
9.15 
(0 


58.23 

22  94 

(0 


(*) 

35.43 
60  84 
53.72 
60  26 

(») 

0) 

(') 

33.69 
12.78 
22.94 

(>) 


,  772       47.  ( 


Pints 
86.30 
15.68 


113.06 
99.94 
116.18 


84.38 

102. 1» 

10  26 

119.08 

95.35 

89.50 
94.68 
36.97 


L76 
12L43 
12.2a 


71.98 


45.72 
83.45 
62  39 
72  34 


50  43 
18.68 
31.77 


1  Undrillable  due  to  absorption  of  moisture. 

The  effects  of  moisture,  size  of  particles,  and  other  factors  com- 
plicate a  comparison  of  the  delivery  rates,  as  shown  in  Table  20. 
However,  considering  only  the  values  obtained  with  materials  at 
equilibrium  with  an  atmosphere  of  40  per  cent  relative  humidity,  in 
which  the  effect  of  other  factors  is  least,  a  much  greater  variation 
in  delivery  rate  is  seen  when  measured  by  weight  than  when  measured 
by  volume.  The  weights  range  from  48  to  135  pounds  per  acre 
(mean  92.45^2.05),  and  the  volumes  from  80  to  133  pints  per  acre 


MECHANICAL  APPLICATION   OF   FERTILIZEES  35 

(mean  111.00±0.52).  The  standard  deviations  of  the  delivery  rates 
b}^  weight  and  by  volume  are  18.73  and  4.76,  respectively.  Thus  it 
is  evident  that  much  of  the  difference  in  these  delivery  rates,  when 
figured  by  weight  per  acre,  is  due  to  the  apparent  specific  gravity 
of  the  fertilizer.  This  effect  is  noticeable,  however,  only  when  the 
materials  are  dry,  as  it  is  masked  by  other  factors  when  the  materials 
are  damp. 

Inasmuch,  then,  as  delivery  rate  is  more  accurately  gaged  when 
figured  in  pints,  calibration  charts,  if  given,  should  be  expressed  in 
pints  per  acre. 

FRICTION  BETWEEN   PARTICLES 

The  kinetic  angle  of  repose  of  any  substance  is  the  angle  with  the 
horizontal  at  which  the  substance  will  stand  when  poured  into  a 
pile.  The  tangent  of  this  angle  is  a  measure  of  the  resistence  to 
flow  and  is  called  the  kinetic  coefficient  of  friction.  It  can  be  shown 
that  in  the  case  of  a  substance  having  a  kinetic  angle  of  repose 
greater  than  45°  no  free  flow  can  occur.  Slopes  steeper  than  45° 
can,  of  course,  be  obtained  with  some  substances,  but  only  with  those 
whose  particles  adhere  by  reason  of  stickiness  or  from  some  other 
cause.  It  should  not  be  concluded,  however,  that  no  delivery  could 
be  made  of  a  fertilizer  having  an  angle  of  repose  greater  than  45°. 
Fairly  satisfactory  results  may  be  obtained  with  materials  having 
a  somewhat  greater  angle;  this  is  due  both  to  the  positive  action 
of  the  dispensing  mechanism  and  to  the  fact  that  under  the  pressure 
imposed  by  the  material  above,  the  fertilizer  in  the  bottom  of  the 
hopper  may  actually  flow  from  that  cause  alone. 

The  angle  of  repose  of  a  fertilizer  may  be  measured  by  slowly 
pouring  a  gallon  or  so  of  it  into  a  heap  upon  a  level  surface,  being 
careful  to  keep  the  pouring  edge  of  the  vessel  just  above  the  center 
of  the  pile.  The  angle  with  the  horizontal  may  then  easily  be  deter- 
mined with  a  protractor;  or  if  the  height  of  the  pile  is  divided  by 
its  radius,  the  kinetic  coefficient  of  friction  will  be  obtained.  The 
apparatus  used  in  this  work  for  measuring  the  angle  of  repose  is 
illustrated  in  Plate  6,  B.  It  may  be  described  as  one  corner  of  a 
rectangular  box  whose  perpendicular  sides  are  10  inches  in  height. 
The  sides  and  bottom  of  the  box  were  graduated  in  degrees  of  angles 
with  the  horizontal.  The  graduations  on  the  sides  were  radiuses 
drawn  from  a  common  point  where  the  inner  top  edges  of  the  sides 
meet.  The  graduations  on  the  bottom  were  concentric  arcs  of  circles 
joining  corresponding  graduations  of  the  two  sides. 

In  conducting  a  test  the  box  was  carefully  leveled  and  the  ferti- 
lizer materials  were  poured  into  it  at  the  apex  formed  by  the  gradua- 
tions on  the  side  until  the  mass  of  fertilizer  piled  up  exactly  to  this 
apex,  as  illustrated  in  Plate  6,  B,  which  shows  the  instrument  con- 
taining potassium  phosphate  ready  for  reading.  The  angle  of  repose 
was  then  read  on  the  three  graduated  scales.  With  all  materials 
with  angles  of  repose  of  less  than  45°,  the  readings  on  the  three 
scales  were  usually  identical  and  could  be  duplicated  at  a  later 
date  to  within  half  a  degree.  As  the  readings  approached  55°  they 
became  progressively  less  reliable. 

The  kinetic  angle  of  repose  was  determined  for  22  selected  ferti- 
lizers under  various  temperature  and  relative  humidity  conditions, 
as  shown  in  Table  21.  Different  materials  were  found  to  have,  very 
different  angles  of  repose  at  the  same  relative  humidity.     It  will 


36         TECHNICAL  BULLETIN  182,  U.  S.  DEPT.  OF  AGRICULTURE 


be  observed  that  in  the  majority  of  cases  the  angle  of  repose  increases 
more  or  less  as  the  relative  humidity  increases  above  40  per  cent, 
and  that  this  feature  is  more  pronounced  at  relative  humidities  of 
60  and  70  per  cent.  No  results  are  given  for  80  or  90  per  cent  rela- 
tive humidity  because  in  most  cases  consistent  results  could  not  be 
obtained;  with  few  exceptions  the  angles  determined  were  greater 
than  50°. 

By  comparing  Tables  6,  9,  and  21,  it  will  be  observed  that  rates  of 
delivery  and  angles  of  repose  are  inversely  correlated.  When  the 
delivery  rates  by  weight  of  all  fertilizers  having  the  same  angle  of 
repose  were  averaged,  and  the  delivery  weight  correlated  with  angle 
of  repose,  the  correlation  coefficient  was  as  follows : 

r=- 0.928  ±0.019. 

"When  the  rates  in  pints  per  acre  were  correlated  with  the  angles 
of  repose  of  the  same  materials  the  following  coefficient  was  obtained : 

r=- 0.970  ±0.008. 

In  this  case  the  correlation  is  as  nearly  perfect  as  one  could  expect 
to  achieve  with  an  experimental  instrument  as  crude  as  a  grain-drill 
fertilizer  attachment.  It  therefore  appears  justifiable  to  derive 
formulas  for  calculating  the  delivery  rate  of  a  fertilizer  from  its 
angle  of  repose. 

Table  21. — Kinetic  angles  of  repose  of  fertilizer  materials  at  different  relative 
humidities  and  at  different  temperatures 


Angles  of  repose  at— 

FertUizer 

Percentage  rela- 
tive humidity 
(50°  F.)  of- 

Percentage  relative 
humidity  (68°  F.)  of— 

Percentage  relative 
humidity  (86°  F.)  of— 

50 

60 

70 

40 

60 

60 

70 

30 

40 

50 

60 

Ordinary  fertilizer  materials: 
Superphosphate _.. 

De- 
grees 
37 
38.5 
37.6 
40.5 
34 

36 

42 

38 

37.5 

41 

38 

42 
42 

35 
35 
35 

38.5 
40.5 
38 

35.5 

37 

37 

De- 
grees 
38 
40 
37 
41 
35 

36 

43.5 

41 

37 

40 

39 

40 
44 

36 
35 
34.5 

38.5 

40 

38 

35 

36.5 

36.5 

De- 
grees 
42 
53 

47.5 
41.5 
36 

38.5 

52 

46.5 

37.5 

41.6 

40 

43 

45 

35.5 
36.5 
36.5 

39 
38 
42 

35 
37 
36.6 

De- 

?r 

40 
36 
42 
36 

36 

42.6 

37 

38 

40.6 

39 

42 
43 

36 

35.5 

35.5 

37 
42 
37 

36 
37 
38 

De- 
grees 
39 
42 
37 

40.6 
36 

36.5 

50 

44 

37 

40.5 

39 

41 
46 

36 
35 
37 

39 
40 
46 

36 
36 
37.5 

De- 
grees 
40 
49.5 
51 
41 
35.6 

37 

64 

48 

38 

40.5 

38 

43 
47 

36 
38 
43 

42 
39.5 

47 

36 

37.5 

36.5 

De- 
grees 
40 

54 

40.5 
36 

45 

38.5 

43 

45 

49 
(0 

39 
40 
46 

43.5 
40 
(0 

40 
38 
37 

De- 
grees 
38 
40 
35 
42 
35 

34 
41 
37 
37 
39 
36 

40 
44 

37 
35 
35 

37 
37 
38 

36 
36 
38 

De- 
grees 
37 
40 
37 

40.6 
34 

35 

44.5 

40 

37.6 

39 

38 

37 
45.5 

37.5 

37 

36.6 

38 
37 
39 

35 
35 
36 

De- 
grees 
37 
47 
47 

40.6 
35.5 

37 
50 
45 
37 
41 
41 

41 

47 

38.5 

37 

42 

40.5 
40.5 
44 

36.6 

37 

37 

De- 
grees 
39.6 

Sulphate  of  ammonia _.. 

47 

Nitrate  of  soda 

61 

Fish  scrap 

40.5 

Peat 

36.6 

Concentrated  materials: 

Urea,  granulated- _ 

37 

Urea  ammonium  phosphate. _ 
Ammonium  nitrate 

63 
60 

Monoammonium  phosphate.  . 
Monopotassium  phosphate  __ 
Potassium  nitrate. 

37 
41 
4L6 

Ordinary  mixtures,  commercial: 

42 

^-0-6.— 

47 

Special: 

No.  1,  3-^3 

38.5 

No.  2,  3-»-3 

37 

No.  3,  3-^3.  . 

42 

High-analysis    commercial   mix- 
tures: 
4-10-6  ... 

40.5 

10-8-10. 

40 

12-6-2 

48 

Concentrated    commercial    mix- 
tures: 
0-20-20 

36.5 

8-16-8 

37 

8^12-20       .    - 

37 

*  Material  too  damp  to  make  a  satisfactory  determination. 


MECHANICAL  APPLICATION   OF   FERTILIZERS 


37 


At  present  sufficient  data  are  available  for  deriving  a  formula  for 
distributor  No.  1  when  the  gate  lever  is  set  on  notch  No.  10.  Deliv- 
ery rates  in  pounds  stated  in  Tables  6  and  9  were  translated  into  pints 
according  to  apparent  specific  gravities  shown  in  Table  20  and  cor- 
related with  angles  of  repose  given  in  Table  21.     The  average  deliv- 


/so 

\^ 

r 

\/oo 
\  90 

yo 

\   70 

\ 
20 

/O 


/7^ 

\ 

^ 

\,      / 

^ 

k 

\ 

N 

>. 

.'\ 

V 

\ 

86 

7/ 

.> 

^ay^e^'^s' 

'Z^c:^o^^. 

5-^^//^  = 

esz/a-^.. 

^SJC 

Z^" 


K^O°  ^S°  ^0° 


^s^ 


^o^ 


cTcT* 


FiGURB  10. — Correlation  between   average  delivery   rates  of  distributor   No.   1   and 

angle  of  repose 

ery  rate  for  each  angle  of  repose  is  plotted  in  Figure  10.  The 
equation  representing  the  line  of  closest  fit  is  as  follows : 

y=257.18-3.T8a?, 

where  y  is  the  delivery  rate  per  acre  in  pints  while  the  distributor 
is  operating  at  slow  speed,  and  x  is  the  angle  of  repose  of  the  fertil- 
izer in  degrees.  For  fast-speed  gear  the  following  equation  would, 
be  used : 

y=18.2  (67-a?) 

According  to  these  formulas  a  fertilizer  with  an  angle  of  repose  of 
25°  should  have  a  delivery  rate  321  per  cent  of  that  of  a  fertilizer 
with  an  angle  of  54°. 


38  TECHNICAL  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTURE 

Figure  10  and  the  foregoing  computations  are  based  on  155  actual 
tests  made  with  the  slow  speed,  using  all  sorts  of  fertilizers.  Some 
were  powdered,  others  were  granular,  flaked,  or  crystalline.  Some 
were  dry  and  others  damp.  High  angles  of  repose  in  some  cases 
were  due  to  dampness,  in  others  to  interlacing  crystals,  and  in  still 
others  to  fine  grinding  or  other  causes.  Nevertheless,  in  many  cases 
the  experimental  result  was  the  same  as  that  calculated  from  the 
formula.  In  87  (or  56  per  cent)  of  the  cases,  the  experimental  result 
was  within  10  per  cent  of  the  calculated  value.  A  few  erratic  re- 
sults were  obtained  which  were  not  in  line  with  the  formula,  and 
these  can  not  be  explained  at  present. 

When  the  angle  of  repose  of  the  fertilizer  is  about  42°  for  settings 
of  the  gates  other  than  on  notch  10,  delivery  in  pints  will  be  approxi- 
mately equivalent  to  delivery  in  pounds  as  given  in  the  manufac- 
turer's rating.  Apparently  the  manufacturer  in  calibrating  this 
distributor  used  a  fertilizer  having  an  angle  of  repose  of  about  42° 
and  an  apparent  specific  gravity  of  approximately  1.0.  When  the 
gates  are  entirely  closed  the  delivery  rate  by  volume  will  be  about 
the  same  for  materials  with  a  considerable  range  of  angles  of  repose, 
because  in  this  case  the  delivery  is  positive  and  is  accomplished  by 
the  teeth  only.  When  the  angle  of  repose  is  above  55°  opening  the 
gates  will  increase  the  delivery  rate  very  little.  Crystallized  urea, 
with  an  angle  of  repose  of  57°,  gave  the  following  deliveries: 

Gate  setting  Delivery  rate 

notch  No.  pounds  per  acre 

1  18  ' 

10  19 

20  20 

30  22 

As  the  gates  are  opened,  the  delivery  rate  increases  more  rapidly  the 
lower  the  angle  of  repose. 

Fertilizers  having  a  low  angle  of  repose  will  flow  through  the 
gates  by  gravity  alone  when  the  latter  are  opened  above  a  certain 
height.  The  size  of  the  gate  opening  of  distributor  No.  1  required 
for  such  spontaneous  delivery  was  found  to  be  correlated  directly 
with  the  angle  of  repose.  The  gate  lever  of  this  machine  operates 
on  a  scale  having  30  notches,  the  gates  being  wide  open  on  No.  30 
notch.  Urea  in  the  form  of  tiny  spheres,  with  an  angle  of  repose  of 
25°,  flowed  through  the  gates  of  this  implement  when  it  was  motion- 
less and  with  the  gate  lever  set  on  notch  5.  Practically  all  ferti- 
lizers with  an  angle  of  repose  less  than  39°  flowed  through  the  gates 
by  gravity  only  at  some  setting,  although  the  size  of  opening  neces- 
sary for  this  was  somewhat  variable.  On  the  other  hand,  no  fer- 
tilizer with  an  angle  of  repose  greater  than  43°  was  delivered  from 
the  distributor  unless  the  latter  was  operating,  no  matter  how  wide 
the  gates  were  opened.  Of  20  materials  having  an  angle  of  repose 
of  42°,  only  7  flowed  from  the  machine  while  it  was  idle  and  these 
only  when  the  gates  were  wide  open.  Of  43  fertilizers  having  an 
angle  of  repose  of  40°,  27  flowed  through  the  gates  at  various  set- 
tings above  notch  18,  while  the  machine  was  idle.  The  average  gate 
settings  which  would  barely  permit  fertilizers  of  various  angles  of 
repose  to  flow  through  are  given  in  Table  22.  The  correlation  coeffi- 
cient for  these  data  is  +0.983  ±0.007. 


MECHANICAL  APPLICATION   OP  PERTILIZBES 


39 


Table  22. — Average  gate  setting  of  distributor  No.  1  at  or  above  tchich  spon- 
taneous delivery  occurred  for  fertilizers  having  given  angles  of  repose 


Angle  of  repose  (degrees) 

Ferti- 
lizers 
having 
the  given 
angle 

Average 
gate  set- 
ting 

Angle  of  repose  (degrees) 

Ferti- 
lizers 
having 
the  given 
angle 

Average 
gate  set- 
ting 

25 

Number 

1 

1 

4 

34 

44 

52 

34 

5 
13 
16.7±3.7 
17.  2±3.  2 
18. 0it3. 0 
20.  7±7.  3 
21. 8±5.  2 

39 

Number 
24 
43 
23 
20 
11 
57 

24. 5db5. 5 

29 

40 

25. 9db7. 8 

34 

41 

26. 8±8. 8 

35 

42   

27.4d=6.4 

36 

43 

29. 9±0. 9 

37 : 

44+ 

(0 

38 

1  No  spontaneous  delivery  at  any  gate  opening. 

The  effect  of  head  is  greatest  with  materials  having  the  lowest 
angle  of  repose.  In  the  case  of  distributor  No.  1  an  increase  of  4 
inches  in  depth  in  the  hopper  of  spherical  pellets  of  potassium  nitrate 
having  an  angle  of  repose  of  29°  increased  the  delivery  rate  15  per 
cent.  The  same  increase  in  head  of  this  material  in  the  form  of  20-40 
mesh  crystals  with  an  angle  of  repose  of  36°  increased  the  delivery- 
only  6  per  cent.  When  the  latter  fertilizer  was  damp  and  had  an 
angle  of  repose  of  54°  the  same  increase  in  head  caused  less  than  1  per 
cent  increase  in  delivery  rate. 

The  uniformity  with  which  a  given  fertilizer  can  be  distributed 
decreases  regularly  as  its  angle  of  repose  increases.  In  these  experi- 
ments all  materials  with  an  angle  of  repose  greater  than  50°  issued 
from  the  delivery  tubes  very  irregularly,  and  usually  in  lumps  of 
varying  sizes.  When  the  angle  of  repose  exceeded  55°  the  fertilizer 
was  practically  undrillable. 

Thus  the  angle  of  repose  of  a  fertilizer  is  a  fair  indication  of 
(1)  the  rate  of  delivery,  (2)  the  size  of  gate  opening  through  which 
it  will  escape  when  the  distributor  is  not  operating,  (3)  the  extent  of 
variations  in  delivery  caused  by  changes  in  depth  of  fertilizer  in  the 
hopper,  and  (4)  the  uniformity  with  which  a  fertilizer  can  be 
applied  with  distributor  No.  1.  When  each  of  these  four  points  was 
taken  into  consideration  for  all  circumstances  that  might  arise  fer- 
tilizers with  an  angle  of  repose  between  40°  and  45°  were  found 
most  satisfactory  with  this  machine.  If  no  more  than  500  pounds 
of  fertilizer  were  to  be  applied  to  the  acre  and  the  hopper  were  kept 
well  filled,  better  results  would  be  obtained  with  materials  having 
an  angle  of  repose  between  35°  and  40°.  Theoretically,  the  best 
results  could  be  obtained  with  a  distributor  especially  designed  for 
fertilizers  having  the  lowest  angle  of  repose.  However,  present  dis- 
tributors were  designed  to  handle  the  average  materials  now  in  use 
which  have  angles  of  repose  of  about  40°,  and  consequently  in  some 
cases  are  not  quite  as  satisfactory  with  materials  of  best  drillability. 

The  angles  of  repose  and  kinetic  coefficients  of  friction  for  most 
of  the  fertilizers  used  in  this  study,  when  at  equilibrium  with  a  rela- 
tive humidity  of  40  per  cent,  are  given  in  Table  23. 


40         TECHNICAL  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  23. — Kinetic  angles  of  repose  and  coeffiovents  of  friction  of  experimental 
fertilizer^  materials  at  equilihnum  with  an  atmosphere  of  86"  F.  and  40  per 
cent  relative  humidity 


Fertilizer 

Kinetic 
angle 

repose 

Kinetic 
coeffi- 
cient of 
friction 

Fertilizer 

Kinetic 
angle 

of 
repose 

Kinetic 
coeffi- 
cient of 
friction 

Ordinary  fertilizer  materials: 
Superphosphate 

Degrees 

40 

37 

41 

40.fi 

47.6 

34 

35 

43 

44.5 

40 

38.5 

37 

37.5 

36.5 

37 

43 
39 
38 
37 

38 
37 
39 
45.5 

0.764 
.839 
.754 
.869 
.854 

1.091 
.676 

.700 
.933 
.983 
.839 
.795 
.754 
.767 
.740 
.754 

.933 
.810 
.781 
.754 

.781 
.754 
.810 
1.018 

Special: 

No.  1,  3-9-3     

Degrees 

37* 
36.6 

38 
37 
39 

35 

36.5 

37 

36.6 

36 

35 

36 

39.6 

48 

40 

38 

39 

39.5 

a  767 

Sulphate  of  ammonia 

No.  2,  3-^3 

.764 

No.  3,  3-9-3 

.740 

Nitrate  of  lime      

High-analysis  mixtures: 

4-10-6 

Fish  scrap 

.781 

Cottonseed  meal 

10-8-10.. 

.764 

Peat 

12-6-2 

.810 

Concentrated  materials: 

Urea,  granulated . 

Concentrated  mixtures,  commer- 
1      cial: 

0-20-20 

Urea,  powdered 

.700 

Urea  ammonium  phosphate.. 

!          4-16-10 

.740 

Ammonium  nitrate 

■          4-16-20 

.754 

Leunasalpter 

1          4-24-4 

.740 

8-12-20 1. 

.726 

Monoammonium  phosphate.. 
PiamTnoniurn  phosphate 

8-16-8 

.700 

10-16-14 

.727 

Triple  superphosphate 

Potassium  ammonium  phos- 
phate  -  .    - 

Special: 

No.  1,  14-42-14    

.824 

No.  2,  14-43-14 

1.111 

Monopotassium  phosphate . . . 
Potassium  nitrate 

No.  3,  13-39-13 

.839 

No.  4,  13-3^13 

.781 

Trona  potassium  chloride 

Ordinary  mixtures,  commercial: 
2-8-5 _ 

No.  5,  13-41-13 

.810 

No.  6,  17-26-17     

.824 

3-9-3 

4-8-4 

9-0-6 

CONDITIONERS 


Insoluble  substances,  such  as  animal  tankage,  fish  scrap,  cotton- 
seed meal,  and  peat,  have  long  been  used  for  improving  the  drilling 
properties  of  fertilizer  mixtures  as  well  as  for  their  plant-food  con- 
tent. These  materials,  while  containing  at  ordinary  humidities  much 
higher  percentages  of  water  than  soluble  salts  do,  are  nevertheless 
dry  to  all  appearances  and  have  a  capacity  for  remaining  so  after 
the  absorption  of  still  more  moisture.  Eecently  garbage  tankage, 
cocoa  shells,  sewage  sludge,  castor  pomace,  leather  scrap,  and  other 
similar  substances  have  been  used  to  supplement  the  diminishing 
supplies  of  the  conditioners  mentioned  above.  A  small  amount  of 
ammonia,  lime,  ground  limestone,  or  calcium  cyanamide  (usually 
about  2  per  cent)  is  also  frequently  added  to  fertilizer  mixtures, 
for  several  reasons,  among  which  is  the  fact  that  they  neutralize  the 
free  acids  in  the  mixtures,  thus  rendering  them  less  hygroscopic  and 
improving  the  mechanical  condition.  The  conditioning  powers  of 
the  materials  mentioned  are  not  of  equal  value.  Their  present  use 
represents  a  sort  of  equilibrium  between  the  needs  of  the  farmer,  the 
capabilities  of  distributors,  and  the  economics  of  the  fertilizer-ma- 
terials market.  Several  conditioners  were  studied  alone  and  in 
mixtures  in  the  course  of  these  experiments,  to  obtain  a  better  idea 
as  to  the  necessity  or  desirability  of  adding  them  to  concentrated 
fertilizers. 

A  mixture  was  prepared  having  the  same  composition  as  the  com- 
mercial 3-9-3  used  in  these  experiments,  except  that  it  contained  no 
organic  ammoniate.  It  was  then  divided  into  three  equal  parts,  one 
of  which  was  used  as  a  check  mixture,  while  to  the  other  two  13.3  per 


MECHANICAL   APPLICATION   OF   FEETILIZEES 


41 


cent  of  conditioner  was  added,  in  the  form  of  fish  scrap  and  peat, 
respectively.  The  composition  and  mechanical  analyses  of  these  mix- 
tures are  given  in  Tables  3  and  4.  No.  1  distributor  was  used  with 
gate  lever  at  notch  10. 

The  results  obtained  with  these  mixtures,  when  at  equilibrium 
with  various  temperatures  and  relative  humidities,  are  given  in  Table 
24  and  shown  graphically  in  Figure  11.  The  delivery  rates  obtained 
with  the  commercial  3-9-3  mixture  are  given  in  Table  25.  In  com- 
paring these  two  tables  it  must  be  borne  in  mind  that  while  the  com- 
mercial 3-9-3  fertilizer  was  made  of  the  same  kinds  of  ingredients, 
except  that  the  conditioner  was  cottonseed  meal,  it  was  prepared  at 
a  different  time,  and  is  therefore  not  strictly  comparable  with  the 
other  three  mixtures. 


50  60  70 

Per  cent  relative  humidity 

PiGURD  11. — Effect  of  conditioners  upon  delivery  rate 

In  Table  6  the  delivery  rates  of  peat,  cottonseed  meal,  and  fish 
scrap  were  shown  to  vary  less  with  changes  in  relative  humidity 
than  any  other  fertilizers  used  in  the  experiments,  except  potassium- 
ammonium  phosphate.  The  cottonseed  meal  and  fish  scrap  both  de- 
cayed when  kept  in  a  relative  humidity  of  90  per  cent,  but  no  spoil- 
age was  observed  at  80  per  cent. 

Table  24. — Effect  of  peat  and  fish-scrap  conditioners  upon  delivery  rate  of 
fertilizer  mixtures  at  equilibrium  under  various  atmospheric  conditions 


Conditioner 


None 

Peat 

Fish  scrap. 


Tem- 
pera- 
tiu-e 


60 


Rate  (pounds  per  acre)  and  water  content  (per  cent)  at  percentage  relative 
humidity  of— 


Lbs. 
per 
acre 

108. 32 
103. 38 
102. 07 


Per 
cent 


0.26 
1.15 


40 


Lbs. 
per 
acre 

101. 78 
102.80 
101. 78 


Per 
cent 

0.30 
1.44 
.91 


50 


Lbs. 
per 
acre 

79.28 
94.67 
95.98 


Per 
cent 

0.50 
2.26 
1.53 


60 


Lbs. 

per 

acre 

67. 40 

57.02 

54.97 

82.31 

73.39 

64.47 

82. 46 

74.27 

69.45 


Per 

cent 
1.10 
1.81 
2.31 
2.37 
2.96 
3.35 
2.00 
2.40 
2.95 


70 


Lbs.  I 
per  I  Per 
acre  I  cent 


56.  61 
65.76 
^63. 


4.97 
6.66 
6.05 


Lbs. 
per 
acre 

55.85 
67.46 
61.56 


Per 
cent 

16.99 
15.21 
14.68 


90 


Lbs. 
per 
acre 

12.43 
24.56 
26.44 


Per 
cent 

26.76 
21.65 
20.67 


42         TECHNICAL  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTURE 

As  in  the  experiments  described  in  the  sections  on  relative  humid- 
ity and  temperature,  the  delivery  rates  of  these  special  mixtures 
varied  inversely  with  the  moisture  contents,  which  were  lowest  when 
both  relative  humidity  and  temperature  were  at  a  minimum.  The 
percentage  of  moisture  present  increased  regularly  with  increases  in 
either  humidity  or  temperature,  when  the  other  was  held  constant, 
and  the  changes  in  the  drillability  of  the  check  mixture  were  similar 
to  those  of  the  conditioned  mixtures,  as  may  be  seen  in  Figure  11. 
Thus  it  appears  that  organic  ammoniates,  in  the  proportions  used 
here,  have  but  limited  abflity  to  impart  to  mixtures  their  property  of 
retaining  excellent  drillability  in  damp  air. 

Table  25. — Delivery  rates  and  moisture  contents  of  a  S-9-3  commercial  fertilizer 
containing  cottonseed,  meal  when  in  equiUbrium  with  various  atmospheric 
conditions 


Tem- 
pera- 

Rate (pounds  per  acre)  and  water  content  (per  cent)  at  percentage  relative  humidity  of— 

ture 
CF.) 

30 

40 

50 

60 

70 

80 

90 

SO 

68 

86 

Lbs. 
per 
acre 

'75.94 

Per 
cent 

2.06 

Lbs. 
per 
acre 

78.26 

Per 
cent 

3.42 

Lbs 
per 
acre 

74.05 

Per 
cent 

4.89 

Lbs. 

per 

acre 

|77.  54 

{73.  33 

[63.60 

Per 

cent 
5.56 
8.85 
9.71 

Lbs. 
per 
acre 

1 

[63.45 

Per 
cent 

15.40 

Lbs. 
per 
acre 

15.25 

Per 
cent 

24.83 

Lbs. 
per 
acre 

(0 

Per 

cent 

(0 

» Undrillable. 

DISTRIBUTORS,  THEIR  CONSTRUCTION  AND  OPERATION 

TYPES  OF  DISTRIBUTORS 

A  fertilizer  distributor  probably  operates  under  a  greater  number 
of  variable  conditions  than  does  any  other  agricultural  machine. 
Many  types  are  in  use,  and  according  to  the  mechanical  principles  em- 
ployed they  may  be  classified  as  follows:  Bottom-delivery  distribu- 
tors— guano  horn,  agitator,  revolving  plate,  star  wheel,  chain,  paddle 
wheel,  endless  belt,  roller,  screw,  and  top-delivery  distributors — re- 
volving cylinder,  ascending  hopper,  and  descending  dispenser. 

The  bottom-delivery  distributors  depend  either  partly  or  wholly 
upon  gravity  flow  for  the  delivery  of  the  f-ertilizer,  whereas  the  top- 
delivery  machines  depend  entirely  upon  positive  mechanical  action. 

Distributors  may  be  further  classifieci  as  broadcast  and  row  ma- 
chines. Broadcast  distributors,  while  widely  used  in  Europe,  are  not 
employed  to  any  considerable  extent  in  this  country,  except  for 
spreading  lime.  Row  distributors  with  closely  spaced  units  are 
sometimes  used  as  broadcast  machines.  Row  distributors  include 
guano  horns  and  hand  distributors,  as  well  as  single  or  multiple  row 
horse-drawn  machines  and  attachments.  They  may  deposit  the 
fertilizer  in  a  continuous  strip  in  or  near  the  crop  row  or  only  at 
the  hills. 


TYPES  OF  FERTILIZERS  USED  IN  THE  STUDY  OF  DISTRIBUTORS 

By  reference  to  the  results  of  previous  tests  of  the  drillability  of 
fertilizers  under  various  controlled  conditions  and  to  angle  of  repose 
measurements,  seven  different  fertilizers  for  use  in  studying  the 


MECHANICAL  APPLICATION   OF   FERTILIZEES  43 

distributors  were  selected  and  maintained  under  such  conditions  that 
they  represented  a  series  of  different  degrees  of  drillability.  If  100 
be  arbitrarily  chosen  to  represent  perfect  drillability,  and  0  to  rep- 
resent poorest  drillability  or  that  of  a  fertilizer  which  could  not  be 
drilled  by  ordinary  means,  then  the  relative  numerical  score  for  the 
drillability  of  each  selected  fertilizer  is  defined  as  follows: 

Score  95:  Hard  spherical  particles  flowing  with  exceptional  uni- 
formity and  with  only  the  slightest  resistance,  flowing  more  freely 
than  dry  sand.  Fertilizer  selected,  sprayed  potassium  nitrate,  20  to 
40  mesh,  maintained  under  atmospheric  conditions  of  50  per  cent 
relative  humidity.    Angle  of  repose,  28°. 

Score  85 :  Granulated  particles  somewhat  irregular  in  shape,  flow- 
ing with  a  considerable  degree  of  uniformity,  flowing  like  coarse, 
dry  sand.  Fertilizer  selected,  potassium-ammonium  phosphate,  10 
to  20  mesh,  maintained  under  atmospheric  conditions  of  70  per  cent 
relative  humidity.    Angle  of  repose,  35°. 

Score  75 :  A  mixture  of  various  sizes  of  irregularly  shaped  parti- 
cles, breaking  down  and  flowing  readily,  although  there  is  a  notice- 
able tendency  for  the  finer  material  to  adhere  in  small  lumps,  flowing 
somewhat  like  slightly  moist,  pulverized  soil.  Fertilizer  selected, 
4-8-4  commercial  mixture,  maintained  under  atmospheric  conditions 
of  70  per  cent  relative  humidity.    Angle  of  repose,  42°. 

Score  65 :  A  mixture  of  large  jagged  particles,  light  strawlike  mate- 
rial, and  fine  particles,  flowing  quite  freely  when  broken  up,  but 
readily  matting  together  into  a  mass.  Fertilizer  selected,  fish  scrap 
(different  sample  from  that  used  in  previous  experiments)  main- 
tained under  atmospheric  conditions  of  70  per  cent  relative  humidity. 
Angle  of  repose,  48°. 

Score  55:  Powdered  material  appearing  to  be  slightly  damp  and 
partially  retaining  its  form  when  squeezed  in  the  hand ;  not  flowing 
much  by  gravity  unless  continually  agitated  and  tending  like  flour  to 
flow  in  lumps  unless  mechanically  separated.  Fertilizer  selected, 
potassium-ammonium  phosphate,  maintained  under  atmospheric  con- 
ditions of  70  per  cent  relative  humidity.    Angle  of  repose,  54°. 

Score  35:  A  mixture  of  various  sizes  of  particles  of  which  none 
are  very  large,  appearing  to  be  damp"  and  retaining  its  form  when 
compressed  in  the  hand,  flowing  by  gravity  only  by  breaking  down 
in  lumps,  having  a  loose  or  porous  texture  when  thoroughly  agitated 
and  divided  mechanically.  Fertilizer  selected,  concentrated  mixture 
No.  4,  maintained  under  atmospheric  conditions  of  80  per  cent  rela- 
tive humidity. 

Score  15 :  A  mixture  of  various  sizes  of  particles  very  damp,  form- 
ing a  soft  mass  similar  to  heavy  mud  except  that  it  is  not  so  sticky, 
under  pressure  flowing  to  some  extent  as  a  semisolid,  under  ordinary 
means  of  agitation  separable  into  very  large  lumps.  Fertilizer  se- 
lected, mixture  10-8-10,  maintained  under  atmospheric  conditions 
of  90  per  cent  relative  humidity. 

Although  the  different  stages  of  drillability  are  represented  above 
by  different  kinds  of  fertilizers  under  specific  conditions,  it  is  be- 
lieved that  in  general  those  selected  represent  any  stages  of  drilla- 
bility which  are  likely  to  be  found  among  the  various  classes  of 
fertilizer  materials  and  mixtures. 


44  TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTURE 

EXPERIMENTAL  PROCEDURE 

Ten  different  fertilizer  distributors  were  tested  with  the  selected 
fertilizers  mentioned  above.  The  time  required  for  conducting  the 
tests  was  so  great  that  not  only  was  the  number  of  fertilizers  and 
distributors  limited,  but  also  the  number  of  tests  on  each  distributor. 
The  distributors  represent  several  general  types  of  machines  com- 
monly used  and  will  be  described  m  detail.  The  study  was  made 
with  the  idea  of  determining  the  performances  and  limitations  of 
types  of  machines,  rather  than  of  discovering  the  mechanical  im- 
perfections of  individual  machines. 

Distributors,  representative  of  various  types  were  operated  and 
tested  to  show  the  relationship  of  construction  and  principle  of 
operation  to  evenness  of  distribution  and  control  of  delivery  rate. 
The  tests  on  uniformity  of  distribution  not  only  showed  the  nature 
of  delivery  and  extent  of  variations  for  each  distributor,  but  also 
were  a  means  of  determining  the  causes  of  variations  in  delivery  and 
the  relation  of  the  drillability  of  a  fertilizer  to  rate  of  delivery. 
This  phase  of  the  study  also  permitted  conclusions  to  be  drawn  with 
respect  to  the  limitations  for  satisfactory  operation,  ease  of  opera- 
tion and  control,  and  fineness  of  adjustment. 

Uniformity  of  distribution  was  studied  at  1-foot  intervals  of  the 
travel  of  the  distributor.  This  interval  was  chosen  for  several 
reasons:  (1)  Many  plants  are  grown  at  intervals  of  1  foot  or  less; 
(2)  the  root  systems  of  many  plants  confine  themselves  to  compara- 
tively small  areas;  (3)  the  diffusion  of  plant  food  from  artificial 
fertilizer  in  the  soil  may  extend  only  a  few  inches  in  a  horizontal 
plane ;  and  (4)  it  has  been  found  that  fertilizer  must  be  applied  near 
the  plant  to  be  of  maximum  benefit  during  the  immediate  season. 

The  tests  could  not  be  conducted  in  the  constant-humidity  room, 
owing  to  insufficient  space.  Since  previous  tests  had  shown  that 
rate  of  delivery  was  affected  very  little  by  ordinary  changes  of 
temperature,  no  attempt  was  made  to  control  the  temperature  ex- 
cept in  cases  where  it  was  necessary  in  maintaining  approximately  a 
desirable  relative  humidity.  A  hygrothermograph  in  the  laboratory 
showed  that  the  relative  humidity  conditions  at  all  times  agreed 
closely  with  those  under  which  the  fertilizers  were  stored.  The 
fertilizers  were  stored  under  controlled  conditions  and  were  exposed 
to  atmospheric  conditions  only  while  being  used  for  the  tests.  Con- 
sidering the  nature  of  the  tests  and  the  magnitude  of  the  variations 
found,  the  brief  exposure  of  the  fertilizers  to  slightly  different  at- 
mospheric conditions  during  the  tests  would  have  little  or  no  effect 
on  the  conclusions  to  be  drawn  from  the  study.  The  series  of  tests 
with  sprayed  potassium  nitrate  was  conducted  during  cold  weather 
when  the  relative  humidity  of  the  air  in  the  slightly  heated  labora- 
tory remained  almost  constant  at  50  per  cent. 

The  manner  of  conducting  the  tests  was  as  follows:  The  dis- 
tributor was  given  a  charge  of  fertilizer  and  operated  until  the 
fertilizer  was  flowing  normally.  The  distributor  was  then  drawn 
over  a  wooden  floor  through  a  distance  varying  from  20  to  35  feet, 
the  fertilizer  being  deposited  on  a  strip  of  paper.  The  paper  was 
stretched  smoothly  and  tacked  securely  to  the  floor  to  eliminate  any 
irregularities  or  motion  of  the  paper  which  might  cause  some  move- 
ment of  the  fertilizer  after  being  deposited.  The  paper  was  ruled 
to  facilitate  accurate  division  of  the  fertilizer  at  1-foot  intervals. 


MECHANICAL  APPLICATION   OF   FERTILIZERS 


45 


The  fertilizer  delivered  at  each  interval  was  weighed  on  a  sensitive 
laboratory  balance. 

The  position  of  the  rotating  parts  of  the  distributing  mechanism 
was  noted  at  the  end  of  each  test,  enabling  their  corresponding 
position  to  be  readily  determined  for  every  interval  of  delivery. 
Allowance  was  made  for  the  slight  difference  between  discharge  of 
the  material  into  the  delivery  tube  and  actual  delivery  from  the  tube. 
In  all  instances  with  the  fertilizers  of  better  drillability,  variations 
were  due  primarily  to  the  imperfect  construction  or  principle  of 
operation  of  the  machine.  After  each  test  was  completed  and  the 
variation  in  delivery  noted,  the  position  of  the  distributing  mechan- 
ism for  every  abnormal  flow  of  fertilizer  was  studied  and  further 
tested  to  determine  positively  the  cause  of  such  deviations.  The 
distributing  mechanism  of  the  machines  either  revolved  or  was 
actuated  by  one  or  more  revolving  parts,  thus  producing  one  or  more 
cycles  of  delivery  for  each  machine.  Slight  variations  in  the  rate 
of  travel  and  vibrations  of  the  machines  had  some  effect  on  the  de- 
livery but  were  negligible  in  comparison  to  other  causes  of  varia- 
tion. Fertilizers  with  poorer  drillability  passed  through  the  dis- 
tributors so  irregularly  that  in  many  instances  deviations  caused  by 
the  machine  itself  were  obscured. 

The  distributors  usually  were  adjusted  to  deliver  approximately 
25  per  cent  of  their  capacity.  The  setting  of  each  machine  remained 
the  same  throughout  the  series  of  tests,  except  as  indicated  in  cases 
where  additional  tests  were  desirable.  Where  the  distributor  had 
several  similar  distributing  units  only  one  unit  was  used. 

Since  all  distributors  deliver  fertilizer  by  volume  rather  than  by 
weight,  comparison  of  results  on  rate  of  delivery  should  be  made  on 
the  basis  of  volume.  The  relative  delivery  rates,  maximum  and 
minimum  deliveries  per  foot,  and  average  per  cent  deviations  in  de- 
livery for  each  of  the  distributors  and  fertilizers  represented  are 
given  in  Table  26. 


Table  26. — Delivery  of  fertilisers  representing  seven 
various  types  of  distributors 


stages  of  drillability  by 


Ferti- 
lizer 

Description  of  delivery 

Distributor  number  and  distance  between  rows 

drill- 
ability 
score 

No.  1, 
7  inches 

No.  2, 
8  inches 

No.   3, 
38  inches 

No.  4, 
38  inches 

No.  5, 
38  inches 

[Rate,  pints  per  acre 

452 

555 
4.52 
1.91 

622 

764 
9.45 
1.57 

914 
1,122 
50.19 
29.11 

Rate,  pounds  per  acre 

..--.—. 

96 

Maximum,  grams  per  foot 

0) 

0) 

Minimum,  grams  per  foot 

Average  per  cent  deviation 

1 

23.37 

38.38 

12.94 

! 

Rate,  pints  per  acre. 

i                """ 

384 
270 
2.98 
.67 

552 
388 
4.81 
.88 

994 

699 
29.74 
18.91 

2,450 

1,722 
71.92 
46.70 

2,083 

1,464 
28.85 
20.03 

Rate,  pounds  per  acre 

85 

Maximum,  grams  per  foot 

Minimum,  grams  per  foot 

1 

Average  per  cent  deviation 

1 

34.42 

39.86 

12.44 

6.99 

7.29 

[Rate,  pints  per  acre.. 

342 
272 
2.94 

.84 

479 

381 
4.48 
1.30 

807 

624 
25. 13 
16.15 

1,193 
950 
43.68 
13. 15 

1,790 

1,425 
28.82 
17.68 

1 

Rate,  pounds  per  acre 

75  i 

Maximum,  grams  per  foot 

Minimum,  grams  per  foot.  .. 

Average  per  cent  deviation 

33.96 

24.94 

12.21 

24. 15 

9.87 

Unrestricted  flow.   No  results  recorded. 


46  TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  26. — Delivery  of  fertilizers  representinff  seven  stages  of  drillabiUty  Jyy 
various  types  of  distributors — Continued 


Ferti- 
lizer 

Description  of  delivery 

Distributor  number  and  distance  between  rows 

drill- 
ability 
score 

No.  1, 
7  inches 

No.  2. 
8  inches 

No.  3, 
38  Inches 

No.  4, 
38  inches 

No.  5, 
38  Inches 

f  Rate  pints  per  acre               ........ 

435 
239 
2.46 
.50 

437 
240 
4.01 

.78 

612 

336 
14.67 
6.94 

1,812 
995 
40.32 
26.41 

1,612 
885 

Rate  pounds  per  acre         

Maximum  grams  per  foot 

16  96 

65 

11  17 

Average  per  cent  deviation. 

36.95 

40.38 

18.66 

9.62 

9  61 

Rate,  pints  per  acre    . 

381 
203 
2.64 
.26 

403 
216 
3.13 
.33 

385 
205 
16.01 
2.58 

477 
264 
19.21 
1.50 

1  638 

Rate,  pounds  per  acre 

873 
24  39 

65 

Minimum  grams  per  foot _ 

8.20 

Average  per  cent  deviation. 

42.15 

31.30 

33.21 

51.34 

17  56 

45 
31 
1.35 
.00 

19 

13 
.37 
.006 

674 
461 
28.91 
6.06 

306 
209 
17.80 
.19 

1  102 

Rate,  pounds  per  acre 

Maximum  grams  per  foot 

764 
20  49 

35 

Minimum  grams  per  foot 

2.23 

Average  per  cent  deviation _  . 

112.  72 

84.88 

39.22 

63.27 

29  11 

[Rate,  pints  per  acre 

164 
122 
13.17 
.08 

640 

Rate,  pounds  per  acre. 

508 

Maximum  grams  per  foot .-. 

(») 

0) 

« 

66.34 

15 

Minimum  grams  per  foot 

.00 

.  Average  per  cent  deviation.  . 

76.56 

152  51 

i 

Ferti- 
lizer 
drill- 
abUity 
score 

Description  of  delivery 

Distributor  number  and  distance  between  rows 

Average 
deviation 

No.  6, 
42  inches 

No.  7, 
33.26 
inches 

No.  8, 
42  inches 

No.  9, 

42  inches 

1 
No.  10, 
42  inches 

for  dis- 
tributors 

tested 
(per  cent) 

fRate,  pints  per  acre     _  .  .  .. 

194 

238 
9.81 
7.67 

■ 

134 

166 
7.38 
4.17 

414 
509 
36.11 
7.64 

Rate,  pounds  per  acre 

"""■" 

95 

Maximum  grams  per  foot 

Minimum  grams  per  foot 

Average  per  cent  deviation. 

Rate,  pints  per  acre 

0) 

(0 

6.3 

11.06 

45.28 

22.88 

122 
86 
3.88 
2.66 

730 

513 
17.67 
11.16 

131 
92 
3.94 
2.62 

307 
216 
12.26 
4.24 

798 
661 
39.03 
6.66 

Rate,  pounds  per  acre _ 

85 

Maximum  grams  per  foot 

Minimum  grams  per  foot 

Average  per  cent  deviation. 

(Rate,  pints  per  acre 

10.06 

9.16 

8.13 

21.33 

63.66 

20.33 

176 

140 
6.32 
4.04 

662 
519 
19.31 
9.65 

131 
104 
5.09 

2.78 

133 

106 
5.93 
1.70 

761 
606 
41.19 
8.33 

Rate,  pounds  per  acre 

75 

Maximum  grams  per  foot 

Minimum  grams  per  foot 

Average  per  cent  deviation. 

(Rate,  pints  per  acre 

10.81 

15.05 

11.79 

31.16 

36.29 

21.02 

120 
66 
3.21 
1.87 

534 
293 
11.94 
6.08 

131 
72 
4.36 
1.48 

153 
84 
4.45 
1.29 

647 
365 
22.78 
4.52 

Rate,  pounds  per  acre. . 

65 

Maximum  grams  per  foot 

Minimum  grams  per  foot 

Average  per  cent  deviation. 

(Rate,  pints  per  acre 

10.49 

12.85 

29.39 

25.51 

45.77 

23.90 

169 
90 
6.39 
.79 

413 
220 
11.02 
2.71 

131 
70 
4.96 
1.22 

131 
70 
3.97 
1.11 

709 
378 
28.25 
6.66 

Rate,  pounds  per  acre  . 

65 

Maximum  grams  per  foot 

Minimum  grams  per  foot 

Average  per  cent  deviation. 

36.64 

28.42 



31.99 

25.07 

30.38 

32.80 

« Unrestricted  flow.    No  results  recorded. 
•No  delivery. 


MECHANICAL  APPLICATION   OF  FEBTILIZEKS 


47 


Tahls  26. — Delivery  of  fertilizers  representing  seven  stages  of  driUabiUty  by 
various  types  of  distributors — Continued 


Ferti- 
lizer 
drill- 
ability 
score 

Description  of  delivery 

Distributor  number  and  distance  between  rows 

Average 
deviation 

No.  6, 
42  inches 

No.  7, 
33.25 
inches 

No.  8, 
42  inches 

No.  9, 
42  inches 

No.  10, 
44  inches 

for  dis- 
tributors 

tested 
(per  cent) 

fRate,  pints  per  acre 

1.5 
1.0 

.48 
.00 

297 

203 
9.94 
2.30 

28 
19 

2.13 
.16 

569 

Rate,  pounds  per  acre _.. 

389 
24.61 
6.61 

35 

Maximum  grams  per  foot 

Minimum  grams  per  foot 

Average  per  cent  deviation. 

Rate,  pints  per  acre 

« 



158.22 

25.87 

63.75 

32.54 

67  73 

524 
416 
33.26 
1.28 

Rate,  pounds  per  acre 

""""""" 

15 

Maximum  grams  per  foot 

Minimum  grams  per  fnot  .. 

i}) 

(«) 

(^) 

(») 

""*" 

Average  per  cent  deviation. 

""""" 

53.46 

94.17 

» Partial  delivery  into  delivery  tubes.  » No  delivery.  *  No  delivery  into  delivery  tubes. 

DISTRIBUTOR  NO.  1,  GRAIN-DRILL  ATTACHMENT 

Distributor  No.  1  is  of  the  star-wheel  type  and  used  as  an  attach- 
ment on  grain  drills.  (Plate  1,  A.)  The  principle  of  operation  is 
shown  in  Plate  8,  A  and  B.  The  fertilizer  is  carried  by  the  hori- 
zontal star  feed  wheel  at  the  bottom  of  the  hopper,  through  the  gate 
opening  into  the  delivery  compartment,  which  is  a  shielded  part  of 
the  hopper.  (Plate  8,  B).  The  fertilizer  between  the  teeth  of  the 
feed  wheel  is  carried  over  the  delivery  opening  and  falls  by  gravity 
into  the  delivery  tube.  The  fertilizer  carried  on  the  solid  part  of  the 
feed  wheel  is  diverted  into  the  delivery  opening  by  a  deflector  which 
is  a  projection  of  the  back  plate.  (Plate  8,  A.)  The  fertilizer  on  the 
top  of  the  teeth  or  adhering  to  the  sides  of  the  teeth  is  carried  back 
into  the  hopper.  Agitators  are  provided  to  prevent  caking  and 
bridging  of  the  fertilizer  in  the  hopper;  these  are  not  shown  in 
Plate  8,  B. 

Thirty  notches  on  the  quantity  lever  rack  permit  the  setting  of  the 
fertilizer  gate  in  as  many  different  positions,  thus  regulating  the 
quantity  of  fertilizer  carried  by  the  feed  wheel.  At  notch  1  the  gate 
opening  above  the  feed  wheel  is  approximately  one-sixteenth  inch; 
at  notch  30  it  is  1%  inches.  Although  the  notches  on  the  lever  rack 
are  equally  spaced,  corresponding  gate  movements  are  not  of  equal 
increments,  owing  to  the  method  of  operating  the  gates.  The  ferti- 
lizer gate  rod  travels  through  an  arc  of  a  circle  in  giving  the  gate  a 
linear  motion ;  thus  the  increments  of  gate  movement  are  greater  in 
the  center  of  its  range  than  at  either  extreme.  This  fact  is  of  little 
importance  in  actual  practice  where  a  calibration  chart  is  followed, 
but  must  be  taken  into  consideration  in  experimental  work. 

The  distributor  was  operated  with  the  quantitjr  lever  set  at  notch 
12  and  the  feed  wheels  running  at  high  speed,  in  all  cases  except 
where  otherwise  specified.  Two  speeds  of  the  wheel  are  provided, 
with  a  ratio  of  1 : 4.55.  The  combination  of  the  two  methods  of  con- 
trolling the  delivery  rate  makes  minute  adjustments  possible. 
Wheels  of  different  sizes  and  with  various  shapes  of  teeth  may  be 


48         TECHNICAL  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTURE 

used  for  particular  conditions.  The  wheels  used  in  this  study  were 
regular  equipment,  6.5  inches  in  diameter  and  had  seven  V-shaped 
teeth  1-inch  long  carried  five-sixteenths  inch  above  the  bottom  plate. 

The  shape  of  the  delivery  opening  is  such  that  the  tendency  should 
be  to  give  even  distribution.  The  fertilizer  carried  between  the  teeth 
first  strikes  the  narrow  portion  of  the  opening — an  arrangement 
which  should  prevent  a  greater  part  of  the  charge  from  immediately 
flowing  through  the  opening. 

The  ledge,  which  may  be  defined  as  that  part  of  the  bottom  plate 
between  the  delivery  opening  at  its  narrow  end  and  the  bottom  plate 
wall,  holds  a  small  part  of  each  fertilizer  charge  which  is  pushed 
over  the  delivery  opening  by  the  point  of  the  tooth  that  fellows. 

Uneven  distribution  by  this  implement  when  using  fertilizer  of 
good  drillability,  was  due  principally  to  the  type  of  the  distributing 
mechanism.  The  fertilizer  wheel  at  high  speed  makes  one  revolution 
during  52.36  feet  of  travel  by  the  machine;  the  delivery  corre- 
sponding to  that  section  of  the  feed  wheel  between  two  successive 
teeth  is  therefore  represented  by  one-seventh  revolution  of  the  feed 
wheel  or  7.48  feet  of  travel  of  the  machine.    In  the  delivery  curve, 


20 





10 


IS 


20 


Distance  in  feet 
FiauKB  12. — Delivery  curve  of  distributor  No.  1 

Figure  12,  a  distinct  and  uniform  cycle  of  delivery  corresponding 
to  each  tooth  is  noted.  No  doubt  a  cycle  of  only  slight  amplitude 
exists  for  one  revolution  of  the  feed  wheel,  embracing  seven  cycles 
for  the  seven  teeth,  but  such  a  cycle  w^as  not  studied. 

By  observing  the  position  of  the  feed  wheel  for  the  intervals  of 
delivery,  it  was  found  that  the  position  of  the  feed  wheel  at  mini- 
mum delivery  is  at  the  point  where  tooth  No.  2  has  just  reached  the 
delivery  opening  and  tooth  No.  1  is  opposite  the  deflector.  (Fig.  13, 
A.)  In  this  position  the  charge  of  fertilizer  between  the  two  teeth 
mentioned  has  been  delivered  and  the  succeeding  charge  can  not  be 
delivered  until  tooth  No.  2  travels  forward  and  exposes  the  delivery 
opening  to  the  charge  of  fertilizer  as  shown  at  Figure  13,  B. 
Again,  when  the  wheel  is  in  the  position  of  minimum  delivery  it 
is  noted  that  the  deflector  is  diverting  the  fertilizer  from  the  solid 
part  of  the  feed  wheel  directly  upon  tooth  No.  1.  Although  tooth 
No.  1  may  retain  only  a  small  part  of  the  fertilizer,  the  flow  is  re- 
tarded, contributing  to  decreased  delivery  at  the  instant  in  question. 
The  remaining  portion  of  the  delivery,  which  is  the  fertilizer  pushed 
off  the  ledge  by  tooth  No.  2,  tends  slightly  to  counteract  the  minimum 
flow.  However,  the  amount  delivered  from  the  ledge  is  so  small  that 
its  effect  is  negligible. 


Tech.  Bui.  182.  U.  S.  Dept.  of  Agriculture 


PLATE  8 


ix,rias:iaB:si.3a 


mMmssmmmmmmmamfi^ 


A,  Distributing  mechanism  of  distributor  No.  1,  a,  fertilizer  feed  wheel;  b,  gate  opening;  c,  feed-wheel 
tooth;  d,  delivery  opening;  e,  deflector;  /,  back  plate;  g,  fertilizer  gate;  h,  bottom  plate;  i,  ledge. 
B,  Interior  view  of  distributor  No.  1.  a,  fertilizer  feed  wheel;  b,  gate  opening;  c,  feed-wheel  tooth; 
d,  delivery  opening;  e,  deflector;  /,  back  plate;  g,  fertilizer  gate;  h,  bottom  plate;  i,  ledge; ;,  fertilizer 
gate  rod;  k,  hopper 


Tech.  Bui.  182.  U.  S.  Dept.  of  Agriculture 


Plate  9 


^No.  1  type  of  distrib  utor  containing  samples  of  75,  »5,  and  35  drillabilitv  fertilizers  from  left  to  right, 
respectively;  B,  relative  quantities  delivered 


MECHANICAL  APPLICATION   OF   FERTILIZEES 


49 


At  maximum-delivery  position  of  the  feed  wheel  the  delivery 
opening  is  exposed  sufficiently  to  permit  the  charge  of  fertilizer  be- 
tween the  teeth  to  flow  freely  through  the  opening,  as  shown  in 
Figure  13,  B.  A  large  part  of  a  free-flowing  fertilizer  carried  between 
teeth  Nos.  2  and  3  immediately  flows  through  the  delivery  opening. 
Tooth  No.  1  has  passed  beyond  the  deflector,  and  the  fertilizer  being 
diverted  from  the  solid  part  of  the  feed  wheel  is  now  free  to  flow 
through  the  delivery  opening.  The  delivery  from  the  ledge  that 
occurs  at  this  instant  augments  the  maximum  delivery  but  is  neg- 
ligible in  comparison  with  the  total  delivery. 

The  foregoing  discussion  dealt  with  the  cycle  of  delivery  produced 
by  a  feed-wheel  tooth,  which  is  very  regular  and  distinct  with  free- 
flowing  fertilizer.  As  the  drillability  score  of  the  fertilizer  becomes 
less,  variations  in  delivery  are  introduced  by  the  fertilizer  itself  in 
addition  to  those  caused  by  the  machine.  Fertilizer  of  poor  drill - 
ability  flows  in  lumps  rather  than  in  finely  divided  particles;  it 
bridges  in  the  hopper,  slips  on  the  feed  wheel,  and  supplies  the  feed 


Figure  13. — Positions  of  feed  wheel  of  distributor  No.  1  at  points  of  mininram 
(A)  and  maximum  (B)  delivery:  a.  Fertilizer  feed  wheel;  d,  delivery  open- 
ing; e,  deflector;  i,  ledge 

wheel. with  only  a  partial  charge,  thus  giving  both  uneven  distribu- 
tion and  decreased  delivery. 

While  average  percentage  of  deviation  is  a  means  of  comparing 
the  manner  in  which  the  fertilizers  are  distributed  by  the  machine, 
the  magnitude  of  the  variations  is  more  clearly  shown  by  the  maxi- 
mum and  minimum  deliveries  per  foot.     (Table  26.) 

The  fertilizer  of  95  drillability,  which  flows  as  freely  as  any 
fertilizer  now  offered  on  the  market,  was  delivered  with  an  average 
deviation  of  23.37  per  cent.  The  fertilizer  passed  through  small 
openings  in  the  hopper  and  flowed  directly  through  the  distributing 
mechanism  when  stationary,  if  the  fertilizer  gate  opening  was 
greater  than  that  represented  by  notch  12,  and  through  a  much 
smaller  opening  when  the  machine  was  subjected  to  any  motion  or 
vibration.  The  fertilizer  was  delivered  at  a  rate  105  pounds  per 
acre  higher  than  that  given  by  the  manufacturer's  calibration,  owing 
to  its  high  apparent  specific  gravity  and  free-flowing  properties. 
Changes  of  fertilizer  head  had  a  marked  effect  on  delivery  rate. 
Thus,  with  the  particular  type  of  distributor  under  discussion,  a 
98734—30 4 


50  TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTURE 

fertilizer  of  95  drillability  can  not  be  positively  controlled  when  the 
fertilizer  gate  is  more  than  one-third  open,  nor  can  a  constant  de- 
livery rate  be  maintained  if  great  changes  in  fertilizer  head  occur. 

The  85  drillability  fertilizer  was  delivered  by  distributor  No.  1 
with  an  average  deviation  of  34.42  per  cent.  This  material  did  not 
flow  through  small  openings  in  the  hopper  and  did  not  flow  through 
the  distributing  mechanism  when  not  in  motion,  except  at  a  very 
wide  gate  opening.  The  fertilizer  was  delivered  at  a  rate  180  pounds 
less  per  acre  than  that  given  on  the  calibration  chart.  Cycles  of  de- 
livery were  very  distinct  and  were  the  principal  cause  of  the  high 
average  per  cent  deviation.  The  75  fertilizer  gave  results  very 
similar  to  those  of  the  85  material. 

The  65  drillability  fertilizer  was  delivered  with  an  average  de- 
viation of  36.95  per  cent  and  at  a  reduced  rate.  The  low  rate  by 
weight  was  due  to  a  very  low  apparent  specific  gravity.  It  will 
be  noted  that  the  rate  by  volume  exceeds  that  of  the  75  material. 
The  large  pieces  of  bone,. which  were  much  heavier  than  the  straw- 
like material  were  more  numerous  in  certain  foot  intervals  than  in 
others ;  this  feature  had  some  bearing  on  uniformity  of  distribution. 

The  55  drillability  fertilizer,  while  giving  results  somewhat  sim- 
ilar to  those  of  the  65  material,  was  delivered  witl>  an  average 
deviation  of  42.15  per  cent.  The  delivery  was  more  or  less  in 
bunches,  because  the  fertilizer  resisted  separation  to  a  considerable 
extent  and  did  not  flow  freely.  The  fertilizer  carried  between  the 
teeth  of  the  feed  wheel  did  not  enter  the  delivery  opening  gradually, 
but  remained  intact  until  carried  over  the  opening  and  then  dropped 
down  in  a  mass. 

The  35  drillability  material  was  delivered  in  bunches  and  at  an 
exceedingly  low  rate.  This  fertilizer  bridged  in  the  hopper,  slipped 
on  the  feed  wheel,  and  worked  very  unsatisfactorily.  In  some  in- 
stances there  was  no  delivery  of  fertilizer  during  a  7-foot  advance 
of  the  machine.  The  results  indicate  that  the  35  drillability  material 
could  not  be  delivered  under  any  circumstances,  except  at  a  com- 
paratively low  rate. 

The  15  drillability  fertilizer  bridged  in  the  hopper  and  adhered 
in  a  mass  to  such  an  extent  that  no  delivery  was  made. 

Fortunately  most  of  the  commercial  fertilizers,  under  favorable 
conditions,  have  physical  properties  similar  to  those  of  the  75  drilla- 
bility material.  However,  under  unfavorable  conditions  their  prop- 
erties may  be  similar  to  those  of  the  35  or  15  mixtures. 

In  Plate  9,  A  is  shown  a  distributor  of  the  No.  1  type,  built  espe- 
cially for  experimental  purposes.  Each  unit  was  adjusted  to  deliver 
like  amounts  of  the  same  fertilizer,  but  in  this  case  each  compart- 
ment contained  a  4-8-4  mixture  made  from  different  materials,  in 
equilibrium  with  a  relative  humidity  of  70  per  cent.  From  left  to 
right,  the  drillability  of  these  mixtures,  according  to  the  scale  here 
used,  was  75,  85,  and  35.  The  75  drillability  mixture  flowed  down 
irregularly  but  fairly  well.  The  mixture  in  the  center  was  a  granu- 
lar material  and  flowed  down  steadily,  while  the  35  drillability 
mixture  was  damp  and  was  delivered  at  a  very  low  rate.  The 
quantities  of  the  three  materials  delivered  in  the  same  time  are 
shown  in  Plate  9,  B. 


MECHANICAL   APPLICATION   OF   FERTILIZEKS  51 

DISTRIBUTOR  NO.   2,  GRAIN-DRILL  ATTACHMENT 

A  general  view  of  distributor  No.  2  is  shown  in  Plate  1,  B. 

The  principle  of  operation  of  this  distributor  is  similar  to  that 
of  distributor  No.  1,  but  the  details  of  construction  are  different. 
The  distributing  mechanism  is  shown  in  Plate  10,  A  and  B. 

The  fertilizer  is  carried  by  the  horizontal  star  feed  wheel  at  the 
ibottom  of  the  hopper  (Plate  10,  B)  into  the  delivery  compartment 
from  which  it  flows  by  gravity  through  a  delivery  opening  into  the 
delivery  tube.  The  material  retained  between  the  teeth  of  the  feed 
wheel  is  carried  directly  over  the  delivery  opening,  while  that  car- 
ried on  the  solid  part  of  the  feed  wheel  is  diverted  into  the  delivery 
opening  by  a  deflector.  (Plate  10,  A.)  The  fertilizer  carried  on  top 
of  the  teeth  and  adhering  to  their  sides  is  removed  by  a  knocker. 

The  feed  wheel,  with  an  outside  diameter  of  6.5  inches,  has  seven 
V-shaped  teeth  three-fourths  inch  in  length.  The  teeth  travel  one- 
eighth  inch  above  the  bottom  plate  and  have  small  lugs  or  scrapers 
one-eighth  inch  in  width  which  ride  on  the  bottom  plate  and  are  ar- 
ranged spirally  in  such  a  manner  that  as  the  feed  wheel  makes  one 
revolution  all  the  fertilizer  directly  below  the  teeth  is  stirred  to 
prevent  caking.  These  small  scrapers  also  assist  in  carrying  ferti- 
lizer into  the  delivery  compartment.  The  faces  of  the  teeth  are 
beveled  for  raising  the  knocker.  Each  feed  wheel  has  a  lug  ex- 
tending upward  one-half  inch,  that  travels  in  a  3-inch  circle  for 
operating  an  agitator.  While  various  types  of  feed  wheels  may  be 
used  with  this  distributor,  the  above  description  applies  to  the  one 
used  in  the  tests. 

The  delivery  opening  is  narrow  at  the  point  where  it  is  first  ex- 
posed to  the  charge  of  fertilizer;  this,  as  in  the  case  of  distributor 
No.  1,  tends  to  give  uniform  distribution.  A  small  part  of  the  ferti- 
lizer charge  is  held  by  the  ledge  until  pushed  into  the  delivery  open- 
ing by  the  points  of  the  teeth. 

The  rate  of  delivery  is  regulated  by  a  fertilizer  gate  over  the  feed 
wheel,  as  well  as  by  changing  the  speed  of  the  wheel.  Two  speeds 
are  provided  for  the  wheel  with  a  ratio  of  1  to  3.  The  gate  is  at- 
tached rigidly  to  the  fertilizer  gate  rod  and  operates  vertically 
through  the  arc  of  a  circle.  The  notches  on  the  quantity-lever  rack 
provide  for  35  different  positions  of  the  gate  for  each  speed  of  the 
feed  wheel,  thus  giving  fine  adjustments  for  rate  of  delivery.  The 
maximum  gate  opening  is  1%  inches  above  the  feed  wheel. 

Distributor  No.  2  was  operated  with  the  quantity  lever  set  at  notch 
13  and  the  feed  wheel  at  high  speed,  except  where  otherwise  specified. 
The  machine  delivered  fertilizer  in  cycles  corresponding  to  the  sec- 
tors between  the  teeth  on  the  feed  wheel.  The  cycles  of  delivery  are 
very  distinct  as  is  shown  on  the  delivery  curve,  Figure  14.  The 
■cycles  of  delivery  for  the  wheel  as  a  whole  were  not  studied.  One 
revolution  of  the  feed  wheel  at  high  speed  corresponds  to  31.36  feet 
of  travel  of  the  machine.  Thus  the  delivery  corresponding  to  each 
tooth  on  the  feed  wheel  will  be  represented  by  4.46  feet  of  travel. 

The  position  of  the  feed  wheel  at  minimum  delivery  is  at  a  point 
where  tooth  No.  2  has  just  reached  the  delivery  opening  and  tooth  No. 
1  is  directly  opposite  the  deflector,  as  shown  in  figure  15,  A.  In  this 
position  all  the  fertilizer  carried  between  teeth  Nos.  1  and  2  has  been 
•delivered  and  there  will  be  no  delivery  of  the  charge  between  teeth 


52  TECHNICAL  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTURE 

2  and  3  until  tooth  No.  2  has  advanced  far  enough  to  expose  the  de- 
livery opening  to  the  charge  of  fertilizer.  Also,  tooth  No.  1,  being 
directly  in  the  path  of  fertilizer  diverted  by  the  deflector,  tends  to 
retard  the  flow,  which  contributes  to  minimum  delivery  at  the  instant 
in  question.  The  delivery  of  fertilizer  from  the  top  of  the  teeth  by 
the  knocker,  as  well  as  the  delivery  from  the  ledge  by  the  points  of 
the  teeth,  occur  at  the  instant  of  minimum  delivery,  and  thus  the 
tendency  is  to  prevent  an  extremely  low  point  in  the  cycle  of 
delivery ;  however,  the  combined  effect  is  very  slight  in  most  cases. 

The  position  of  the  feed  wheel  for  maximum  delivery  (fig.  15,  B) 
is  obvious  from  the  preceding  discussion. 

The  cycle  of  delivery  corresponding  to  each  tooth  is  evident 
throughout  the  series  of  tests,  but  becomes  less  distinct  with  fer- 
tilizers of  poor  drillability.  In  distributing  such  a  fertilizer,  the 
irregularities  due  to  its  own  inherent  properties  may  be  much  greater 
than  those  due  to  the  distributing  mechanism.  Fertilizers  having^ 
poor  drillability  also  have  decreased  delivery  rates,  as  explained  in 
the  discussion  of  distributor  No.  1.  Fertilizers  having  very  poor 
drillability  are  not  delivered  at  all. 


I 
I' 


10 
Distance  in  feet 


20 


Figure  14. — Delivery  curve  of  distributor  No.  2 

The  95  drillability  fertilizer  flowed  by  gravity  through  the  dis- 
tributing mechanism  of  distributor  No.  2  when  stationary  at  a  gate 
opening  corresponding  to  notch  16.  Increased  head  and  any  motion 
or  vibration  of  the  machine  caused  the  fertilizer  to  flow  by  gravity 
through  a  smaller  gate  opening.  Because  of  the  method  of  operating 
the  gate,  that  part  of  the  gate  slot  above  the  gate  is  not  entirely 
closed  except  when  the  gate  is  in  its  extreme  upward  position.  When 
the  height  of  the  fertilizer  in  the  hopper  reached  the  top  of  the  gate 
slot,  the  95  fertilizer  flowed  out  freely  over  the  top  of  the  gate,  al- 
though the  other  fertilizers  did  not.  Thus,  if  positive  control  is  ta 
be  maintained,  this  fertilizer  can  not  extend  above  the  gate  slot,  nor 
can  the  gate  be  opened  wider  than  notch  16.  The  fertilizer  was  de- 
livered with  an  average  deviation  of  38.38  per  cent.  The  cycles 
of  delivery  for  each  feed-wheel  tooth  were  very  distinct  and  were  of 
considerable  amplitude. 

The  85  drillability  material  was  delivered  at  a  rate  one-half  that 
of  the  95  fertilizer,  by  weight,  but  with  about  the  same  degree  of 
uniformity;  the  difference  by  volume  was  only  about  11  per  cent. 
This  material  did  not  flow  through  the  opening  immediately  above 
the  fertilizer  gate,  nor  through  the  gate  opening  proper  by  gravity^ 
except  at  an  extremely  wide  opening.  Cycles  of  delivery  for  the 
teeth  on  the  feed  wheel  were  very  regular  and  distinct. 


Tech.  Bui.  182.  U.  S.  Dept.  of  Agriculture 


Plate  10 


A,  Distributing  mechanism  of  distributor  No.  2,  a,  fertilizer  feed  wheel;  b,  gate  opening;  c,  feed-wheel 
tooth;  d,  delivery  opening;  e,  deflector;  /,  back  plate;  h,  bottom  plate;  i,  ledge;  /,  agitator  drive  lug; 
n,  scraper.  B,  Interior  view  of  distributor  No.  2,  a,  fertilizer  feed  wheel;  b,  gate  opening;  c,  feed-wheel 
tooth;  d,  delivery  opening;  e,  deflector;/,  back  plate;  g,  fertilizer  gate;  h,  bottom  plate;;,  fertilizer  gate 


Tech.  Bui.  182.  U.  S.  Dept.  of  Agriculture 


PLATE    11 


A,  Distributing  mechanism  of  distributor  No.  3,  a,  fertilizer  feed  plate;  ft,  fertilizer  plow;  c,  feed- 
plate  wall;  d,  feed-plate  shield;  e,  shield  teeth;  f.  feed-plate  cleaner;  g,  feed-plate  lugs;  h,  hopper; 
t,  fertilizer  divider;;,  delivery  tube.  B,  Distributing  mechanism  of  distributor  No.  4,  a,  fertilizer 
feed  wheel;  ft,  feed-wheel  paddle;  c,  feed-wheel  shield;  d,  deliverv  opening;  e,  delivery  tube;  /,  fer- 
tilizer gate;  g,  gate  opening;  h,  hopper;  i,  agitator;  j,  feed  wheel  and  agitator  shaft 


MECHANICAL   APPLICATION   OF   FERTILIZERS 


53 


The  75  drillability  fertilizer  was  delivered  at  a  reduced  rate  but 
more  uniformly  than  were  either  of  the  more  freely  flowing  mate- 
rials. Although  cycles  of  delivery  appeared  at  regular  intervals, 
they  were  of  less  amplitude. 

The  65  drillability  material  was  delivered  with  an  average  devi- 
ation of  40.38  per  cent,  which  is  about  what  might  be  expected  from 
its  drillability  score.  Cycles  of  delivery  were  not  uniform,  indicat- 
ing that  the  fertilizer  was  not  flowing  properly  at  the  delivery  open- 
ing. The  fertilizer,  being  composed  of  pieces  of  bone  and  strawlike 
material,  could  easily  produce  much  irregularity  in  a  small  distrib- 
uting unit. 

The  55  drillability  material  was  delivered  at  a  lower  rate  but  with 
greater  uniformity  than  the  65,  85,  and  95  drillability  fertilizers. 
The  cycles  of  delivery  were  irregular  and  of  low  amplitude. 

The  35  drillability  fertilizer  was  delivered  at  such  a  low  rate  that 
it  is  evident  that  distributor  No.  2  could  not  make  a  practical  field 
distribution  of  this  material.  Plate  10,  C,  shows  the  manner  in  which 


Figure  15. — Positions  of  feed  wheel  of  distributor  No.  2  at  points  of  minimum 
(A)  and  maximum  (B)  delivery:  a.  Fertilizer  f6ed  wheel;  d,  delivery 
opening ;  e,  deflector  ;  i,  ledge ;  m,  knocker 

powdered  urea  having  a  drillability  score  of  35  was  delivered.  Each 
of  the  six  distributing  units  delivered  in  bunches  at  regular  intervals 
of  4.5  feet.  The  fertilizer  was  in  such  a  poor  mechanical  condition 
that  it  was  carried  only  in  small  quantities  between  the  feed  wheel 
teeth,  and  passed  through  the  delivery  opening  in  distinct  lumps. 

The  15  drillability  fertilizer  remained  in  a  mass  in  the  hopper,  and 
no  delivery  was  made. 

Table  26  shows  that  the  55  and  75  drillability  fertilizers  gave  the 
most  uniform  distribution.  Owing  to  the  size  and  character  of  the 
particles  of  which  the  65  material  is  composed,  it  could  not  be  dis- 
tributed uniformly  in  a  small-scale  distributing  unit.  The  85  ma- 
terial, flowing  freely  and  responding  readily  to  mechanical  irregu- 
larities, passed  from  between  the  feed-wheel  teeth  in  such  a  manner 
as  to  cause  distinct  cycles  of  delivery  of  considerable  magnitude. 
Thus  a  delivery  of  high  average  per  cent  deviation  resulted.  The 
free-flowing  fertilizer  did  not  remain  on  the  ledge  or  tops  of  the 
teeth  in  sufficient  quantities  to  counteract  materially  the  maximum 
and  minimum  points  of  delivery.  The  55  fertilizer,  by  failing  to 
flow  rapidly  from  between  the  feed- wheel  teeth,  did  not  produce  a 
high  maximum  point  of  delivery.  This  material  remained  on  the 
ledge  and  on  the  tops  of  the  teeth  in  sufficient  quantities  to  be  deliv- 


54  TECHNICAL  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTUKE 

ered  at  the  point  of  minimum  delivery,  so  that  the  amplitude  of  thr- 
cycle  was  not  great.  In  addition,  the  scrapers  on  the  bottom  of  the 
teeth  delivered  fertilizer  at  the  point  of  minimum  delivery,  and  no 
doubt  in  greater  relative  amounts  with  a  medium  than  with  a  high- 
drillability  material.  The  mechanism  seems  to  be  so  designed  that 
cycles  of  delivery  are  less  marked  with  a  55  drillability  than  with 
an  85  drillability  fertilizer. 

DISTRIBUTOR  NO.   3,  POTATO-PLANTER  ATTACHMENT 

Distributor  No.  3,  shown  in  Plate  2,  A,  is  of  the  revolving-plate 
type.  It  is  also  illustrated  in  Plate  11,  A,  with  the  hopper  raised 
to  show  the  internal  construction. 

The  feed  plate  carries  the  fertilizer  to  the  plow,  which  diverts  it 
over  the  wall  of  the  feed  plate  into  the  delivery  tubes.  The  flow 
of  fertilizer  is  divided  and  flows  through  two  delivery  tubes  instead 
of  one ;  thus  fertilizer  is  distributed  on  both  sides  of  the  row. 

The  fertilizer  is  fed  to  the  shielded  part  of  the  feed  plate  through 
a  1%-inch  fixed  opening  designated  as  the  throat  opening.  The  feed 
plate  is  161/^  inches  in  diameter  and  has  a  wall  1%  inches  high.  The 
central  portion  has  radial  rows  of  lugs  or  small  projections  which 
assist  in  carrying  the  lower  layer  of  fertilizer  with  the  plate  and 
cause  it  to  move  outward  toward  the  periphery  of  the  plate. 
V-shaped  teeth,  set  1  inch  on  centers,  extend  downward  three-fourths 
inch  into  the  throat  opening  and  at  a  distance  of  2%  inches  from 
the  periphery  of  the  feed  plate.  As  the  fertilizer  in  the  hopper 
moves  along  the  teeth,  it  is  forced  outward  by  the  deflecting  action 
of  the  teeth. 

A  cleaner  rides  on  the  feed  plate  to  insure  that  the  throat  opening 
is  free  from  obstructions  which  might  be  caused  by  fertilizer  ad- 
hering or  caking  on  the  feed  plate.  The  rate  of  delivery  is  reg- 
ulated by  the  depth  at  which  the  plow  is  set  and  the  speed  of  the 
feed  plate.  There  is  no  scale  to  indicate  the  position  of  the  plow, 
which  for  the  tests  was  set  five-eighths  inch  above  the  feed  plate. 
For  convenience  an  indicator  was  attached  to  the  plow,  and  grad- 
uations were  stamped  on  the  hopper. 

Uneven  distribution  with  free-flowing  fertilizer  was  caused  mainly 
by  variations  in  the  relative  height  of  the  feed-plate  wall  at  the 
plow.  A  maximum  variation  of  three-sixteenths  inch  was  found 
as  the  plate  made  one  revolution,  the  variation  being  caused  by  the 
fact  that  the  plate  was  not  at  right  angle  to  its  axis.  One  revolu- 
tion of  the  feed  plate  corresponded  to  15.2  feet  travel  of  the  machine. 
Thus  a  distinct  cycle  of  delivery  is  shown,  even  in  a  20-foot  test, 
by  a  gradual  increase  and  decrease  in  the  delivery  rate.  (See  deliv- 
ery curve.  Figure  16),  Minor  deviations  within  the  cycle  of  delivery 
were  caused  by  small  irregularities  in  the  feed-plate  wall,  and  the 
jerky  motion  of  the  plate. 

The  95  drillability  fertilizer,  although  flowing  very  freely  and 
uniformly,  was  subject  to  a  relatively  high  average  per  cent  devia- 
tion in  delivery  due  to  the  mechanical  imperfections  of  the  dis- 
tributing mechanism.  The  fertilizer  was  distributed  under  a  1-inch, 
head,  which  was  sufficient  to  raise  the  fertilizer  outside  the  throat; 
opening  to  the  top  of  the  plate  wall.     It  is  evident  that  an  ap- 


MECHANICAL  APPLICATION   OF   FERTILIZERS 


65 


preciable  increase  in  head  would  cause  the  fertilizer  to  rise  to  a 
point  where  it  would  flow  over  the  plate  wall.  A  decrease  in  deliv- 
ery rate  was  shown  at  the  end  of  the  test,  due  to  a  reduction  of 
head. 

The  85  and  75  drillability  fertilizers  were  distributed  with  about 
the  same  degree  of  uniformity  as  the  95  fertilizer.  The  high  rate 
of  delivery  by  a  large  type  of  distributor  makes  possible  the  same 
degree  of  uniformity  of  distribution  in  each  case,  notwithstanding 
minor  differences  in  the  drillabilities  of  the  materals. 

The  65  drillability  mixture  was  agitated  and  broken  up  as  it  passed 
between  the  teeth  in  the  throat  opening  and  as  a  result  was  dis- 
tributed with  a  fair  degree  of  uniformity.  At  any  particular  ad- 
justment of  distributor  No.  3  the  quantity  delivered  depends  mainly 
upon  the  effect  of  head  or  lateral  pressure  at  the  throat  opening 
in  forcing  the  fertilizer  to  the  outer  part  of  the  feed  plate.  Since 
the  65  drillability  mixture  is  a  light  material,  and  its  physical 
properties  are  such  that  the  mixture  does  not  respond  readily  to 
pressure,  it  was  not  forced  to  the  outer  part  of  the  feed  plate  at  as 


30 

/ 

"^ 



X 

s 

1 



y 

\ 

^ 

V^ 

'""»«^ 

^ 

'.-  in 

^ 

0 

' 

5 

1 

D 

1 

5 

20 

Distance  In  feet 
Figure  16. — Delivery  curve  of  distributor  No.  3 

great  a  depth  as  were  the  fertilizers  of  higher  drillability,  and  as 
a  result  was  delivered  at  a  reduced  rate. 

The  55  drillability  fertilizer  was  delivered  at  a  low  rate,  espe- 
cially as  compared  with  the  85  drillability  fertilizer,  which  is  the 
same  material  in  granular  form,  for  reasons  similar  to  those  stated 
concerning  the  65  drillability  fertilizer.  The  55  drillability  material 
was  subject  to  uneven  distribution.  It  was  finely  divided  as  it 
passed  between  the  teeth  in  the  throat  opening,  but  because  of  the 
fineness  of  the  particles  and  their  disposition  to  adhere  when  the 
fertilizer  piled  up  at  the  plow  to  flow  over  the  plate  wall  by  gravity, 
it  flowed  in  lumps.  A  free-flowing  material  flows  over  the  plate 
wall  at  the  plow  in  a  continuous  stream  several  inches  wide,  while  a 
material  such  as  the  55  drillability  fertilizer  slides  off  in  lumps.  It 
is  this  characteristic  which  accounts  for  the  greater  unevenness  of 
distribution  of  the  latter. 

The  distribution  of  the  35  drillability  mixture  was  similar  to  that 
of  the  55  drillability  material,  although  it  was  subject  to  greater 
variations  in  delivery  caused  by  the  fertilizer  piling  up  higher  at 
the  plow  and  flowing  over  the  plate  wall  in  larger  lumps.  The  un- 
expected high  rate  of  delivery  as  compared  to  that  of  tne  55  drilla- 


56  TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTURE 

bility  fertilizer  may  be  accounted  for  as  follows:  The  latter,  being 
finely  powdered,  passed  beyond  the  hopper  teeth  in  a  compact  form 
and  tapered  off  in  depth  toward  the  periphery  of  the  feed  plate, 
while  the  35  drillability  mixture  was  given  a  loose  texture  by  the 
teeth  and  was  carried  at  a  greater  and  more  uniform  depth.  Since 
the  plow  was  set  some  distance  above  the  feed  plate,  the  upper  part 
of  the  charge  of  fertilizer  determined  the  delivery  rate.  It  is  possible 
that  a  greater  weight  of  the  55  drillability  fertilizer  was  carried 
on  the  shielded  part  of  the  plate,  but  if  a  large  percentage  of  it 
passed  under  the  plow  the  delivery  rate  would  necessarily  be  small. 

The  15  drillabiiit}^  mixture  gave  a  very  small  delivery  through  the 
distributing  mechanism.  This  fertilizer  had  a  tendency  to  remain  in 
a  mass  in  the  hopper.  The  small  amount  that  passed  out  of  the 
hopper  piled  up  at  the  plow  and  broke  off  in  lumps  so  large  that 
they  would  not  enter  the  delivery  tubes. 

DISTRIBUTOR  NO.  4,  POTATO-PLANTER  ATTACHMENT 

Distributor  No.  4  is  an  implement  of  the  paddle-wheel  type  and 
is  used  as  an  attachment  on  a  potato  planter.  (PI.  2,  B.)  The 
principle  of  operation  is  shown  in  Plate  11,  B. 

The  fertilizer  enters  the  feed-wheel  chamber  from  either  side 
through  the  gate  opening  and  is  carried  by  the  paddles  on  the  feed 
wheel  to  the  delivery  opening  where  it  flows  into  the  delivery  tube. 
Both  gravity  and  centrifugal  force  cause  the  fertilizer  to  leave  the 
paddle  at  the  delivery  opening.  The  rate  of  delivery  is  controlled 
hy  the  fertilizer  gate  in  the  feed-wheel  chamber.  The  gate  opening 
can  not  be  entirely  closed.  The  rate  of  delivery  may  also  be  varied 
by  changing  the  speed  of  the  feed  wheel,  which  can  be  done  only  by 
changing  the  size  of  sprockets.  The  distributor  is  rated  for  250 
pounds  per  acre  at  the  minimum  gate  opening  of  0.5  inch  and  3,500 
pounds  per  acre  at  the  maximum  gate  opening  of  2  inches.  It  was 
operated  at  the  manufacturer's  rating  of  1,000  pounds  per  acre.  A 
scale  indicates  the  position  of  the  fertilizer  gate  and  the  manufac- 
turer's rating. 

The  feed  wheel,  which  is  8  inches  in  diameter,  has  eight  paddles 
approximately  1%  inches  wide  and  2  inches  long.  The  feed-wheel 
shaft  has  on  each  side  of  the  feed-wheel  chamber  three  projecting 
fingers  to  form  an  agitator.  The  bottom  of  the  hopper  slopes  toward 
the  gate  openings  which,  with  the  action  of  the  agitator,  facilitates 
the  flow  of  fertilizer  into  the  feed- wheel  chamber.  An  agitator  is 
also  provided  in  the  hopper  above  the  feed- wheel  shield  to  prevent 
caking  or  bridging  at  that  point. 

The  feed  wheel  makes  one  revolution  as  the  machine  travels 
through  a  distance  of  11.13  feet.  The  delivery  of  each  paddle 
corresponds  to  1.39  feet  travel  of  the  machine.  The  feed  wheel  as 
a  whole  produced  a  cycle  of  delivery  as  shown  on  the  delivery  curve. 
(Fig.  17.)  The  paddles  also  produced  cycles  or  impulses  of  delivery. 
The  paddle  cycles  can  not  distinctly  appear  on  the  delivery  curve, 
since  the  length  of  cycle  is  just  a  little  greater  than  the  intervals 
of  delivery  recorded.  However,  with  certain  fertilizers,  especially 
when  the  delivery  rate  was  low,  the  paddle  cycles  were  apparent  to 
i:he  eye. 


MECHANICAL  APPLICATION   OF  FERTILIZEES 


57 


The  following  are  causes  of  uneven  distribution  with  machine  No. 
4:  The  principle  of  operation,  which  causes  a  delivery  of  fertilizer 
at  intervals  of  1.39  feet;  mechanical  irregularities  in  the  distributor 
mechanism;  and  irregular  flow  of  fertilizer  into  the  feed-wheel 
chamber.  The  paddles  on  the  feed  wheel  vary  one-eighth  inch  in 
length  and  are  not  uniform  in  shape,  both  of  which  factors  tend  to 
vary  the  amount  of  fertilizer  the  different  paddles  will  carry.  These 
variations  are  particularly  noticeable  at  a  minimum  rate  of  delivery. 
Fertilizer  of  suitable  drillability  flows  through  the  gate  opening  at 
a  uniform  rate,  but  as  the  drillability  becomes  poorer  the  flow  be- 
comes more  irregular. 

The  95  drillability  fertilizer  flowed  by  gravity  out  of  the  delivery 
opening,  witL  the  distributing  mechanism  stationary  and  the  gate 
closed  as  far  as  possible ;  for  that  reason  the  fertilizer  was  not  under 
control,  and  no  results  were  recorded. 


40 


«9 

i 

•5  20 

I 


/ 

\ 

^ 

/ 

/ 

^ 

\ 

/ 

/ 

\ 

/ 

\ 

/ 

/ 

/ 

/ 

/ 

\ 

/ 

\ 

/ 

/ 

/'■■ 

10 


15 


20 


Distance  in  feet 
Figure  17. — Delivery  curve  of  distributor  No.  4 

The  85  drillability  material  flowed  freely  and  uniformly  into  the- 
feed  chamber  and  was  distributed  with  a  low  average  percentage 
deviation.  It  is  true  with  distributor  No.  4 — as  perhaps  with  some 
others — that  the  distributing  mechanism  was  designed  to  function 
most  efficiently  at  a  medium  or  high-delivery  rate.  When  distrib- 
utor No.  4  is  delivering  at  a  low  rate,  small  quantities  of  fertilizer 
are  carried  at  the  tips  of  the  paddles  and  delivered  in  distinct  im- 
pulses, while  at  a  high  rate  the  fertilizer  must  necessarily  be  carried 
on  the  entire  paddle  surface,  and  at  the  point  of  delivery  some  time 
is  required  for  all  the  fertilizer  to  leave  the  paddle.  The  latter 
condition  contributes  greatly  to  uniform  distribution. 

The  75  drillability  material  was  delivered  less  uniformly  and  at  a 
rate  about  one-half  that  of  the  85  drillability  mixture.  The  dis- 
tributor depends  to  a  great  extent  on  flow  by  gravity  through  the 
gate  opening,  thus  a  decided  reduction  in  delivery  rate  will  be  found 
with  fertilizers  that  do  not  flow  freely. 

The  65  drillability  fertilizer  was  delivered  at  a  higher  rate  than; 
the  75  drillability  material,  resulting  in  more  uniform  distribution. 
The  fertilizer  is  of  such  a  nature  that  continual  stirring  by  the- 


58  TECHNICAL,  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTURE 

agitators  prevents  matting  and  caking,  and  permits  it  to  flow  quite 
freely.  For  the  same  reason,  similar  results  will  be  observed  for 
tests  with  certain  other  machines. 

The  55  and  35  drillability  mixtures  were  handled  much  alike  by 
distributor  No.  4,  although  the  55  mixture,  as  might  be  expected, 
was  distributed  more  uniformly.  These  fertilizers  do  not  flow  well 
by  gravity;  therefore  irregular  and  decreased  delivery  results. 
The  agitator  arms,  rotating  near  the  feed  chamber,  have  beveled 
faces  that  tend  to  throw  the  fertilizer  away  from  the  gate  opening. 
With  free-flowing  fertilizer  such  action  would  not  interrupt  the 
passage  of  the  fertilizer,  but  with  materials  such  as  those  of  55  and 
35  drillability  it  is  likely  that  the  beveled  faces  of  the  agitator  arms 
would  retard  the  flow. 

The  15  drillability  mixture  was  delivered  irregularly  and  at  a  very 
low  rate.  The  agitators,  rotating  in  the  mass  of  fertilizer,  occa- 
sionally separated  small  lumps,  which  found  their  way  into  the  feed 
chamber ;  otherwise  there  was  no  flow  into  the  feed  chamber,  and  the 
delivery  was  only  in  widely  separated  lumps. 

The  effect  of  drillability  upon  delivery  rate  is  clearly  shown  by 
comparing  the  tests  with  85  and  55  drillability  fertilizers.  All  con- 
ditions of  the  tests  were  the  same,  and  the  materials  were  the  same 
except  that  they  were  prepared  in  such  a  way  that  they  had  different 
drillabilities.  The  difference  in  drillability  in  this  case  was  due 
entirely  to  particle  sizes.  The  85  drillability  fertilizer  was  delivered 
at  a  rate  of  1,722  pounds  per  acre,  while  the  55  material  was  de- 
livered at  a  rate  of  254  pounds  per  acre. 

Distributor  No.  4  has  a  mixing  device  at  the  base  of  the  delivery 
tuJDe  the  primary  purpose  of  which  is  to  mix  the  fertilizer  with  the 
soil.  It  is  evident  that  such  a  device  would  contribute  to  more 
uniform  distribution,  but  the  extent  of  its  effect  was  not  studied. 

DISTRIBUTOR  NO.  5,  POTATO-PLANTER  ATTACHMENT 

Distributor  No.  5  is  used  as  a  separate  2-row  machine  or  as  an 
attachment  on  a  potato  planter.  (Plate  3,  A.)  The  distributor 
has  two  similar  units  for  each  row  which  deposit  fertilizer  on  both 
sides  of  the  row.  The  distributing  mechanism  is  of  the  revolving- 
plate  type,  as  shown  in  Plate  12,  A  and  B. 

The  fertilizer  is  carried  by  the  revolving  horizontal  feed  wheel  or 
plate  in  the  bottom  of  the  hopper.  The  fertilizer  gate  or  finger 
(Plate  12,  A)  extending  into  the  hopper  just  above  the  feed  wheel, 
diverts  a  portion  of  the  fertilizer  carried  by  the  wheel  out  of  the 
delivery  opening  into  the  delivery  tube.  The  feed  wheel  is  9  inches 
in  diameter,  and  the  fertilizer  finger  or  deflector  is  1  inch  in  height. 
The  maximum  gate  opening  is  approximately  2  inches.  A  shield 
(Plate  12,  B)  has  been  provided  above  the  gate  to  prevent  fertilizer 
from  flowing  out  of  the  gate  opening  by  gravity. 

To  prevent  slippage  of  the  fertilizer  on  the  feed  wheel  and  to  in- 
sure that  the  desired  amount  of  fertilizer  revolves  with  the  feed  plate, 
four  primary  arms  of  the  agitator  revolve  with  the  feed  wheel  and 
at  a  distance  of  I14  inches  above  it.  The  primary  agitator  arms 
are  1%  inches  wide  and  extend  to  within  one-fourth  inch  of  the 
hopper  wall.     They  are  equipped  with  wide  lugs  by  means  of  which 


Tech.  Bui.  182,  U.  S.  Dept.  of  Agriculture 


PLATE    12 


Tech.  Bui.  182.  U.  S.  Dept.  of  Agriculture 


PLATE   13 


A,  Distributing  mechanism  of  distributor  No.  6,  a,  fertilizer  feed  plate;  b,  fertilizer  plow;  c,  feed-plate 
wall;  d,  feed-plate  shield;  e,  throat  opening;  /,  quantity  lever  and  adjustment;  g,  delivery  tube; 
h,  hopper.  B,  Distributing  mechanism  of  distributor  No.  7,  a,  fertilizer  conveyor;  b,  delivery 
tube;  c,  fertilizer  gate;  d,  fertilizer-gate  adjustment;  e,  gate  opening;  /,  hopper;  g,  conveyor  drive 
sprocket:  h,  rivet  projections 


MECHANICAL  APPLICATIOISr   OF   FERTILIZEKS 


59 


they  are  driven  and  which  assist  in  carrying  the  fertilizer  with  the 
feed  wheel.  In  revolving-,  the  primary  agitator  arms  pass  between 
the  fertilizer  gate  and  the  gate  shield.  Secondary  agitator  arms 
prevent  bridging  and  caking  of  the  fertilizer  at  higher  points  in 
the  hopper. 
The  rate  of  delivery  is  regulated  by  the  position  of  the  fertilizer 

fate  or  amount  of  gate  opening.  The  delivery  could  also  be  varied 
y  changing  the  speed  of  the  feed  wheel.  For  the  test&  the  fertilizer 
gate  was  set  approximately  one-third  open.  A  graduated  quantity 
lever  rack  indicates  the  position  of  the  fertilizer  gate. 

It  is  presumed  that  a  cycle  of  delivery  of  only  slight  amplitude 
exists  for  the  feed  wheel  proper.  On  the  delivery  curve  (Fig.  18) 
points  of  minimum  delivery  appear  w^hich  correspond  to  the  primary 
agitator  arms.  Since  the  feed  wheel  makes  one  revolution  during 
15.3  feet  of  travel  of  the  machine,  a  primary  agitator  arm  passes 
the  gate  opening  at  intervals  of  3.83  feet. 

The  85  drillability  fertilizer  flowed  to  some  extent  by  gravity 
through  the  gate  opening  with  the  distributing  mechanism  station- 


Oi  stance  in  feet 
Figure  18. — Delivery  curve  of  distributor  No.  5 

ary  except  when  a  primary  agitator  arm  was  in  the  position  of  just 
reaching  the  gate  shield.  Evidently  when  the  wide  agitator  arm 
was  in  this  position  the  gate  opening  was  sufficiently  protected  to 
prevent  the  gravity  flow  of  the  fertilizer.  In  other  words,  most  of 
the  pressure  due  to  the  head  of  the  fertilizer  was  carried  by  the 
gate  shield  and  the  agitator  arm.  This  fertilizer  gave  very  uniform 
distribution,  but  showed  points  of  low  delivery  at  regular  intervals, 
corresponding  to  the  moments  of  no-gravity  flow.  The  existence, 
then,  of  points  of  low  delivery  was  due  to  the  absence  of  head  on  the 
fertilizer  being  delivered. 

The  15  drillability  fertilizer  was  delivered  at  a  low  rate  and  in 
large  lumps.  Flow  out  of  the  delivery  opening  occurred  only  when 
a  primary  agitator  arm  was  passing  the  opening.  The  fertilizer 
was  subjected  to  sufficient  pressure,  as  it  was  being  delivered,  to 
cause  moisture  to  appear  on  the  surface.  It  passed  through  the 
delivery  opening  in  a  column  that  broke  down  only  in  large  lumps 
to  enter  the  delivery  tube.  In  some  of  the  tests  the  lumps  were  so 
large  that  they  would  not  enter  the  delivery  tube.  In  the  distribu- 
tion of  fertilizer  of  15  drillability,  the  delivery  as  affected  by  the 
primary  agitator  arms  was  directly  the  reverse  of  that  in  the  case 
of  the  85  drillability  fertilizer ;  that  is,  the  points  of  maximum  deliv- 
ery occurred  at  the  time  the  agitator  arms  passed  the  gate  opening. 


60  TECHNICAL  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTUEE 

The  agitator  arms  as  they  passed  the  gate  opening  in  this  case 
reduced  the  slippage  of  the  fertilizer  on  the  feed  plate. 

The  35  drillability  mixture  was  delivered  at  a  reduced  rate  and 
with  a  high  average  per  cent  deviation.  The  action  of  the  fertilizer 
was  similar  to  that  of  the  15  drillability  mixture,  except  that  con- 
ditions were  not  so  extreme.  A  noticeable  impulse  of  delivery  was 
present,  which  indicated  that  less  slippage  on  the  feed  plate  occurred 
as  the  prim-ary  agitator  arms  passed  the  delivery  opening.  The 
column  of  fertilizer  in  passing  out  of  the  delivery  opening  tended 
to  remain  intact,  and  as  a  result  broke  off  in  lumps  to  enter  tlie 
delivery  tube. 

The  55  drillability  fertilizer  gave  results  whicl)  may  be  considered 
to  be  about  midway  between  those  of  the  two  extremes  just  discussed. 
While  slippage  of  the  fertilizer  on  the  feed  wheel  was  not  so  evident 
as  in  the  case  of  the  35  drillability  mixture,  from  the  character  of 
the  material  it  is  reasonable  to  suppose  that  it  would  resist  move- 
ment in  the  hopper  and  at  the  gate  opening.  It  is  probable  that 
the  low  rate  of  delivery  as  shown  in  the  results  was  due  partially  to 
the  absence  of  fertilizer  in  the  spaces  immediately  below  the  wide 
agitator  arms.  The  fertilizer  did  not  flow  uniformly  into  the  delivery 
tube  as  did  the  85  fertilizer,  but  broke  into  lumps  at  the  delivery 
opening. 

The  75  and  65  drillability  fertilizers  were  distributed  very  uni- 
formly. They  were  delivered,  however,  at  a  lower  rate  than  the 
85  drillability  material,  evidently  due  to  slippage  on  the  feed  wheel. 

DISTRIBUTOR  NO.  6,   CORN-PLANTER  ATTACHMENT 

Fertilizer  distributor  No.  6  (pi.  3,  B)  is  of  the  revolving-plate 
type.  The  horizontal  feed  plate  revolves  and  carries  the  fertilizer 
to  the  plow,  which  diverts  it  over  the  wall  of  the  plate  into  the 
delivery  tube.     (PI.  13,  A.) 

The  rate  of  delivery  is  varied  by  changing  the  height  of  the  feed- 
plate  shield  above  the  feed  plate;  this  regulates  the  depth  of  fer- 
tilizer carried  to  the  plow.  Delivery  rate  is  also  controlled  by  the 
speed  of  the  feed  plate.  Three  speeds  are  provided.  The  plow  is 
1  inch  wide  and  nonadjustable.  Minute  adjustment  of  the  throat 
opening  is  possible,  but  there  is  no  scale  to  indicate  the  position  of 
the  plate  shield.  For  convenience  in  testing,  the  hopper-adjusting 
device  was  graduated  to  show  the  exact  relative  positions. 

Fertilizer  is  continuously  supplied  to  the  shielded  part  of  the  feed 
plate  by  virtue  of  the  location  and  peculiar  shape  of  the  shield,  the 
edge  of  which  is  spirally  shaped.  That  part  of  the  shield  back  of  the 
plow  is  placed  near  the  feed-plate  wall,  an  arrangement  which  per- 
mits the  uncharged  part  of  the  plate  to  pass  directly  under  the 
charge  of  fertilizer  in  the  hopper.  In  the  direction  of  plate  move- 
ment the  shield  edge  gradually  recedes  from  the  plate  wall,  to  clear 
the  inner  edge  of  the  plow,  at  which  point  it  abruptly  extends  out- 
ward to  the  point  back  of  the  plow  before  mentioned.  The  action 
of  the  shield  in  regulating  the  quantity  of  fertilizer  carried  to  the 
plow  is  similar  to  that  of  a  straight  gate,  except  that  the  band  of  fer- 
tilizer is  gradually  widened  throughout  the  revolution  of  the  feed 
plate. 


MECHANICAL  APPLICATION   OF   FERTILIZERS 


61 


The  feed  plate  was  operated  at  high  speed  during  the  tests  and 
made  one  revolution  during  17.45  feet  of  advance  of  the  machine. 
The  feed  plate  is  in  reality  a  circular  pan,  9l^  inches  in  diameter 
with  a  wall  three-fourths  inch  in  height.  While  it  is  evident  that  a 
cycle  of  delivery  existed  for  each  revolution  of  the  feed  plate,  the 
extent  of  the  deviations  was  so  small  and  the  length  of  cycle  so 
long  in  comparison  with  the  distance  represented  by  the  tests  that 
cycles  do  not  appear  distinctly  on  the  delivery  curves.  A  repre- 
sentative delivery  curve  is  shown  in  Figure  19. 

Uneven  distribution  resulting  frdm  the  distributor  itself  was 
caused  principally  by  the  variation  in  position  of  the  rim  of  the 
feed-plate  wall  and  the  feed-plate  bottom  in  relation  to  the  plow. 
The  relative  height  of  rim  had  a  maximum  variation  of  three 
thirty-seconds  inch.  The  distance  of  the  rim  from  the  plow  varied 
only  slightly.  The  feed  plate  was  operated  by  a  beveled  pinion 
driving  a  ring  gear  attached  to  the  plate.  Since  the  feed  plate  fitted 
loosely,  irregularities  of  the  gear  teeth  or  variations  in  resistance  of 
the  plate  permitted  the  drive  pinion  to  raise  and  lower  the  plate, 
which  in  turn  changed  the  relative  positions  of  the  rim  and  plow 


20 


6^ 


— 

— 

■— • 

^ 

■^ 

■^ 

-- 

I 

1 

5 

1 

D 

1 

5 

20 

Distance  In  feet 
Figure  19. — Delivery  curve  of  distributor  No.  6 

and  momentarily  varied  the  flow  of  fertilizer  passing  over  the  rim. 
At  the  same  time  changes  in  relative  height  of  the  plate  bottom 
varied  the  quantity  of  fertilizer  fed  to  the  plow. 

The  fertilizer  of  95  drillability  responded  so  quickly  to  irregular 
motion  and  vibrations  of  the  machine  that  distribution  was  affected 
someAvhat  where  the  fertilizer  piles  up  and  flows  by  gravity  over  the 
plate  wall.  The  delivery  curves  for  this  fertilizer  showed  varia- 
tions which  corresponded  to  the  relative  positions  of  the  rim  as  it 
passed  the  plow. 

The  85  drillability  fertilizer,  as  compared  with  the  95  drillability 
material,  not  being  so  greatly  affected  by  head,  was  delivered  at  a 
much  lower  rate.  Because  of  lower  drillability  the  distribution  was 
more  irregular. 

The  75  and  65  drillability  materials  were  distributed  a  little  less 
regularly  than  the  85  drillability  material  because  they  exhibited 
slightly  greater  cohesion  as  they  flowed  over  the  plate  wall  into  the 
delivery  tube. 

The  55  drillability  fertilizer  was  delivered  at  a  normal  rate  as  com- 
pared with  the  fertilizers  mentioned  above,  but  it  flowed  over  the 
plate  wall  in  lumps  and  thus  gave  a  high  average  per  cent  deviation 
in  delivery. 


62  TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTUBE 

The  35  drillability  mixture  resisted  separation  to  such  an  extent 
that  slippage  on  the  feed  wheel  was  high,  and  only  a  small  quantity 
of  fertilizer  was  carried  through  the  throat  opening.  The  almost 
negligible  amount  of  delivery  was  made  in  lumps,  with  no  delivery 
most  of  the  time.  As  a  consequence  the  average  per  cent  deviation 
was  exceptionally  high. 

The  15  drillability  mixture  remained  in  a  mass  within  the  hopper,, 
and  no  delivery  was  made. 

DISTRIBUTOR  NO.   7,  BROADCAST  OR   3-ROW  DISTRIBUTOR 

This  machine,  shown  in  Plate  4,  A,  is  of  the  belt-conveyor  type  and' 
is  essentially  a  broadcasting  machine,  although  the  fertilizer  may 
be  delivered  in  bands  about  8  inches  wide.  The  distributor  has  three 
units  rigidly  fixed  at  2.75  feet  apart.  One  of  the  units  is  illustrated 
in  Plate  13,  B. 

The  fertilizer  is  carried  by  an  endless  canvas  conveyor  6  inches  in 
width  to  a  point  outside  the  hopper,  where  it  falls  by  gravity  into 
the  delivery  tubes.  Chains  running  over  sprockets  are  fastened  to 
both  edges  of  the  belt  to  prevent  slippage  and  creeping.  Each  unit 
is  equipped  with  four  delivery  tubes  which  are  adjustable  for  broad- 
casting the  fertilizer.  Since  the  machine  has  no  furrow  openers,, 
the  fertilizer  must  be  broadcast  on  the  ground  surface  or  distributed, 
in  open  furrows. 

The  rate  of  delivery  is  controlled  by  the  fertilizer  gate  5  inches 
in  width,  which  determines  the  depth  of  fertilizer  carried  on  the 
conveyor.  It  would  be  possible  to  vary  the  delivery  by  changing 
the  speed  of  the  conveyor,  but  no  such  provision  is  made  on  this 
distributor.  The  gate  is  adjusted  by  a  thumbscrew,  but  there  is  no 
scale  to  indicate  the  position  of  the  gate.  The  maximum  gate 
opening  is  1  inch,  and  the  gate  was  set  approximately  one-fourth 
open  for  the  tests. 

Uneven  distribution  of  free-flowing  fertilizer  is  caused  mainly  by 
the  irregularities  in  the  surface  of  the  conveyor.  Metal  strips  at 
intervals  of  2  inches  connect  the  chains  at  either  side  of  the  belt  and 
act  as  supports  and  reenforcements  for  the  canvas.  The  canvas  is 
riveted  to  the  metal  strips ;  thus  a  row  of  rivet  ends  projects  at  each 
support.  Moreover,  the  ends  of  the  canvas  are  lapped,  which 
feature  gives  another  irregularity  in  the  belt  surface. 

A  cycle  of  delivery  occurs  for  each  revolution  of  the  conveyor, 
which  represents  15.1  feet  of  travel  of  the  machine.  Variations  in 
delivery  occur  at  regular  intervals  corresponding  to  the  canvas 
supports  or  rows  of  projecting  rivets;  these  were  clearly  visible  to 
the  eye  in  certain  tests.  The  variations  corresponding  to  the  rows 
of  rivets  occurred  at  intervals  of  16.5  inches  of  travel  of  the  machine 
and  for  that  reason  can  not  appear  regularly  on  the  delivery  curve. 
(Fig.  20.)  However,  points  of  maximum  or  minimum  delivery  may 
be  indicated  on  the  delivery  curve  when  either  of  them  falls  near 
the  center  of  a  1-foot  interval  measured  during  the  tests. 

Since  the  95  drillability  fertilizer  flowed  out  of  the  hopper  by 
gravity,  both  through  the  gate  opening  and  at  the  point  where  the 
conveyor  entered,  no  results  were  recorded. 

The  85  drillability  fertilizer  was  distributed  quite  uniformly.  The 
principal  variations  in  the  normal  flow  were  points  of  decreased. 


MECHANICAL  APPLICATION   OF   FERTILIZERS 


63 


delivery  corresponding  to  the  rows  of  projecting  rivets  and  the  lap 
joint  of  the  belt. 

The  75  and  65  drillability  mixtures  were  delivered  in  much  the 
same  manner  as  the  85  drillability  material,  except  that  they  passed 
through  the  gate  opening  more  irregularly. 

The  55  and  35  drillability  materials,  adhering  to  the  conveyor  and 
resisting  separation  in  the  hopper,  were  delivered  at  a  reduced  rate. 
The  conveyor  was  not  charged  uniformly,  and  large  variations  in 
delivery  were  caused  by  the  adherence  of  the  fertilizer  to  the  rivet 
ends,  resulting  in  a  high  average  per  cent  deviation. 

The  15  drillability  mixture  either  bridged  across  the  hopper  or 
resisted  separation  to  such  an  extent  that  no  delivery  was  made. 

No  exceptionally  high  average  percentage  deviations  in  delivery 
were  found  with  distributor  No.  7,  apparently  because  the  fertilizer 
has  to  pass  under  the  gate  in  a  wide,  thin  layer  and  there  is  no  fur- 
ther opportunity  for  it  to  build  up  and  flow  in  large  lumps. 

DISTRIBUTOR  NO.   8,   SINGLE-ROW  DISTRIBUTOR 

This  machine  is  of  the  top-delivery  type  and  is  shown  in  Plate 
4,  B.     It  consists  of  a  revolving  cylinder  with  a  movable  bottom 


20 


^^^--  k— _<e  ^^~~  1^^ ^ 3^ ^^^  . "v ^^^^  _       — 


10 


15 


20 


Figure  20. 


Distance  in  feet 
-Delivery  curve  of  distributor  No.  7 


which  rises  and  delivers  the  material  over  the  top  as  the  machine  is 
operated.    (Plate  14,  A.) 

A  beveled  drive  pinion  when  engaged  in  the  ring  gear  rotates  the 
cylinder,  which  has  a  diameter  of  8  inches  and  total  depth  of  18 
inches.  A  slot  in  the  diaphragm  through  which  a  vertical  flange  in 
the  cylinder  passes  permits  the  diaphragm  to  move  up  or  down  in 
the  cylinder  as  the  diaphragm  rotatoes  with  the  cylinder.  As  illus- 
trated in  Figure  21,  a  patented  split  nut,  attached  to  the  diaphragm 
and  rotating  about  the  stationary  threaded  rod  causes  the  diaphragm 
to  move  upward  when  the  machine  travels  forward.  The  shield  in- 
closing the  threaded  rod  also  revolves  with  the  diaphragm.  As  the 
cylinder  rotates,  carrying  the  fertilizer  with  it,  a  blade  shaves  off 
a  definite  amount  of  fertilizer  and  diverts  it  out  of  the  delivery 
opening  into  the  delivery  tube.  By  virtue  of  the  mass  of  fertilizer 
continually  revolving  with  the  cylinder  and  at  the  same  time  being 
raised  by  the  diaphragm,  the  blade  is  supplied  with  fertilizer  at  a 
constant  rate.  The  threads  on  the  stationary  rod  have  a  pitch  of 
0.2  inch,  which  means  that  a  0.2-inch  layer  of  fertilizer  is  fed  to  the 
blade  during  each  revolution  of  the  cylinder.  A  cleaner  prevents 
the  fertilizer  from  building  up  around  the  shield  or  entering  the 
shield  guide. 


64  TECHNICAL  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICULTURE 


The  blade  is  adjustable  and  is  set  at  an  angle  with  the  horizontal ; 
it  therefore  maintains  the  surface  of  the  fertilizer  in  the  hopper  in 
the  form  of  the  frustum  of  a  cone,  a  feature  greatly  facilitating 
the  flow  of  fertilizer  along  the  blade  and  out  the  delivery  opening. 
The  diaphragm  may  be  lowered  at  any  time  by  first  pulling  it  up- 
ward, which  disengages  the  split  nut.  When  the  diaphragm  reaches 
the  bottom  of  the  cylinder,  the  split  nut  is  forced  into  mesh  with  the 

threaded    rod.     The    rate   of   delivery    may    be 

varied  by  changing  the  speed  of  rotation  of  the 
cylinder. 

The  top  carriage  provides  a  support  and  guide 
for  the  cylinder,  a  guide  for  the  shield,  and  a 
support  for  the  blade  and  cleaner;  it  also  con- 
tains the  delivery  opening.  Its  spider  braces 
are  so  designed  as  to  serve  as  a  feed  regulator 
when  the  hopper  is  filled  with  fertilizer.  For 
fertilizers  that  tend  to  settle  as  the  machine  is 
put  in  motion  it  has  been  recommended  that  the 
hopper  be  filled  above  the  delivery  blade.  This 
excess  fertilizer  in  the  hopper  provides  a  reserve 
to  take  care  of  any  settling.  The  fact  that  it  is 
held  between  the  spider  braces  prevents  its  being 
carried  to  the  blade  during  the  first  revolution 
of  the  cylinder.  The  braces  are  set  0.2  inch 
above  the  bottom  of  the  blade  so  that  the  excess 
fertilizer  is  fed  to  the  blade  gradually. 

Distributor  No.  8  gave  variable  distribution 
with  free-flowing  fertilizer,  principally  because 
of  mechanical  imperfections.  The  top  of  the 
cylinder  was  not  in  the  form  of  a  smooth  circle 
and  varied  by  one  thirty-second  inch  in  height. 
The  cylinder  guide  in  the  hopper  gave  the  cylin- 
der one-sixteenth  inch  of  play.  As  the  fertilizer 
was  being  delivered  it  piled  up  somewhat  at  the 
blade  and  flowed  over  the  edge  of  the  cylinder. 
Any  irregularity  in  the  shape  of  the  cylinder 
wall  would  change  the  relative  position  of  the 
rim  as  it  passed  the  blade  and  change  the  deliv- 
ery of  fertilizer  accordingly.  Thus,  when  the 
rim  of  the  cylinder  passed  near  the  blade,  or  a 
low  point  in  the  rim  passed  the  blade,  the  ferti- 
lizer flowed  at  a  greater  rate  for  an  instant,  the  reverse  being  true 
when  the  rim  passed  at  a  greater  distance  from  the  blade  or  in  a 
higher  position.  The  distance  from  the  blade  to  the  rim  of  the 
cylinder  had  a  maximum  variation  of  one-eighth  inch. 

Any  jerky  motion  of  the  distributor  would  also  give  a  slight 
variation  in  the  deliverjr  rate,  but  great  care  was  taken  to  reduce 
such  variations  to  a  minimum  during  the  tests.  The  distributor  was 
operated  with  an  8-toothed  drive  sprocket  and  a  12-tooth  driven 
sprocket,  which  required  24.24  feet  of  advance  of  the  machine  for 
one  revolution  of  the  cylinder. 

Since  the  volume  of  fertilizer  fed  to  the  blade  is  constant,  any 
momentary  increase  in  delivery  must  be  followed  by  an  equal  de- 


FiGURB  21. — Section  of 
distributor  No.  8 ; 
a.  Cylinder ;  6,  dia- 
phragm ;  c,  d  i  a- 
phragm  slot ;  dj  dia- 
phragm  drive 
flange ;  e,  tapered 
split  nut ;  f,  station- 
ary threaded  rod  ; 
g,  fertilizer  delivery 
blade ;  h^  delivery 
opening ;  i,  shield  ; 
j,  shield  cleaner  ;  fc, 
top  carriage  ;  I,  spi- 
der brace ;  m,  deliv- 
ery tube ;  n,  cylin- 
der ring  gear ;  o, 
drive  pinion 


Tech.  Bui.   182.  U.  S.  Dept.  of  Agriculture 


PLATE    14 


A,  Distributing  mechanism  of  distributor  Au.  a,  a,  cylinder;  b,  diaphragm;  c,  diaphragm  slot; 
d,  diaphragm  drive  flange;  g,  fertilizer  delivery  blade;  h,  delivery  opening;  i,  shield;  ;,  shield 
cleaner;  k,  top  carriage;  /,  spider  brace;  m,  delivery  tube.  B,  Distribution  of  potassium  nitrate 
by  distributor  No.  8,  a,  crystalline;  b,  pellet:  c,  powdered 


Tech.  Bui.  182,  U.  S.  Dept.  of  Agriculture 


PLATE   15 


A,  Distributing  mechanism  of  distributor  No.  9,  a,  fertilizer  feed  plate;  6,  hopper;  c,  throat  opening; 
d,  tappet  flange;  e,  tappet-flange  lug;  /,  tappet;  g,  tappet  rod;  h,  tappet  spring;  i,  feed-plate  stop 
arm;  j,  adjustable  plate  stop;  k,  quantity  lever  and  rack;  /,  plate  adjustment;  m,  land  wheel. 
B,  Distribution  of  95  drillability  fertilizer  by  distributor  No.  9 


MECHANICAL  APPLICATION  OF  FEBTILIZBHS 


65 


crease  in  delivery,  and  vice  versa.  No  distinct  cycle  of  delivery  was 
apparent  in  the  delivery  curve,  of  which  Figure  22  shows  a  repre- 
sentative portion.  All  variations  are  comparatively  small,  and  the 
variations  occur  irregularly  because  they  are  largely  due  to  the 
minor  changes  in  relative  positions  of  a  loose-fitting  cylinder. 

The  fertilizers  of  low  drillability  gave  greater  variations  in  deliv- 
ery because  of  their  irregular  flow  from  the  blade  over  the  rim  of 
the  cylinder. 

The  95  drillability  material  flowed  so  freely  that  it  responded 
very  quickly  to  movements  or  vibrations  of  the  machine,  both  at  the 
point  of  delivery  and  on  the  sloping  surface  of  the  fertilizer  in  the 
cylinder. 

Table  26  shows  that  delivery  rate  by  volume  was  the  same  for 
all  materials  except  the  95  drillability  fertilizer.  The  probable 
causes  of  a  slightly  higher  rate  with  the  latter  material  were 
(1)  slight  leakage  past  the  diaphragm,  and  (2)  loss  from  the  top  of 
the  fertilizer  due  to  jarring. 

The  85  drillability  fertilizer  did  not  respond  so  readily  to  minor 
vibrations  of  the  machine  or  irregularities  in  the  cylinder  rim;  this 


20 

I' 


Distance  in  feet 
Figure  22. — Delivery  curve  of  distributor  No.  8 


20 


may  explain  why  it  gave  a  lower  average  percentage  deviation  than 
the  95  drillability  material.  The  75,  65,  and  55  drillability  materials 
responded  very  little  to  vibrations  and  irregularities  of  the  cylinder 
rim,  but  owing  to  their  characteristic  properties  they  flowed  over 
the  rim  of  the  cylinder  irregularly  in  lumps.  Since  the  deviations 
in  delivery  of  the  three  materials  last  mentioned  were  due  princi- 
pally to  the  manner  in  which  the  materials  flowed,  the  results  in 
Table  26  are  indicative  of  their  relative  drillabilities.  It  will  be 
noticed  that  the  75  drillability  mixture  was  distributed  much  more 
uniformly  than  was  the  55  drillability  material. 

The  35  drillability  fertilizer  had  a  tendency  to  remain  in  a  mass ; 
only  a  part  broke  down  into  finer  particles  and  passed  through  the 
delivery  opening,  while  the  remainder  passed  in  a  column  over  the 
blade.  The  15  drillability  mixture  did  not  pass  through  the  delivery 
opening;  all  of  it  passed  over  the  blade,  some  falling  behind  the 
blade  and  the  remainder  falling  over  the  edge  of  the  hopper. 

The  distribution  of  fertilizers  of  different  drillability  is  shown  in 
Plate  14,  B.  Three  samples  of  potassium  nitrate  were  used:  a  is 
20  to  30  mesh  crystalline,  with  80  drillability;  &  is  20  to  30  mesh 
centrifugally  sprayed,  with  95  drillability;  c  is  powdered,  passing 
a  100-mesh  screen,  with  55  drillability.  The  95  drillability  material, 
although  spreading  out  into  a  wide  strip,  was  not  distributed  so 
98734—30 5 


66  TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTURE 

uniformly  as  the  80  material.  The  55  drillability  material  had  the 
greatest  variations,  but  its  pure-white  powdered  form  gives  a 
blurred  effect  in  the  illustration,  which  may  be  misleading  unless 
carefully  observed.    The  delivery  rate  was  the  same  in  each  case. 

DISTRIBUTOR  NO.  9,  SINGLE-ROW  DISTRIBUTOR 

Distributor  No.  9,  shown  in  plate  4,  C,  is  an  example  of  the  agi- 
tator-bottom type.  The  distributing  mechanism  is  illustrated  in 
Plate  15,  A. 

The  fertilizer  passes  from  the  hopper  through  the  throat  opening 
and  is  thrown  off  the  feed  plate  by  vibration  and  centrifugal 
force.  The  feed  plate  is  vibrated  or  oscillated  by  a  tappet  working 
on  a  flange.  The  tappet  is  connected  with  the  feed  glate  by  a  tappet 
rod.  As  the  tappet  is  carried  to  its  extreme  position  by  a  lug  on 
the  flange,  the  feed  plate  is  also  slowly  moved  to  its  extreme  posi- 
tion, and  tension  is  built  up  in  the  tappet  spring.  When  the  tappet 
is  released,  the  tension  in  the  spring  forces  the  feed  plate  back  at 
great  speed.  The  feed  plate  is  stopped  suddenly  when  its  stop  arm 
strikes  the  stop.     This  motion  forces  the  fertilizer  off  the  feed  plate. 

The  stop  is  adjustable  and  regulates  the  amount  of  knock,  or  by 
eliminating  the  knock  it  stops  the  flow  of  fertilizer.  The  feed  plate 
is  8.5  inches  in  diameter  and  is  dished  one-fourth  inch  to  prevent 
free-flowing  fertilizer  from  flowing  over  its  edge  by  gravity.  The 
feed  plate  has  an  adjustment  in  its  support  by  which  it  may  be  raised 
or  lowered  to  vary  the  width  of  throat  opening,  and  thus  regulate 
the  amount  of  delivery.  The  combination  of  the  two  adjustments 
gives  accurate  control  of  delivery.  The  lower  rim  of  the  hopper  is 
6.5  inches  in  diameter  and  the  maximum  throat  opening  is  1  inch. 
For  the  tests  the  distributor  was  adjusted  to  a  seven-sixteenths-inch 
opening  with  medium  plate  agitation. 

Uneven  distribution  with  fertilizer  of  good  drillability  was  caused 
principally  by  variations  in  the  knock.  Unless  the  lugs  on  the  tap- 
pet flange  are  perfectly  shaped  and  accurately  centered  on  the  drive- 
wheel,  the  distances  through  which  the  tappet  and  feed  plate  move 
will  vary.  The  flange  carries  nine  lugs  and  gives  delivery  impulses 
at  intervals  of  0.4  foot.  Since  the  fertilizer  is  delivered  in  circular 
bands  with  a  mean  diameter  of  approximately  8  inches,  the  delivery 
impulses  at  0.4-foot  intervals  do  not  greatly  affect  uniformity  of 
distribution  as  measured  at  1-foot  intervals.  However,  when  one 
impulse  is  greater  than  another  the  variation  is  very  distinct.  In 
this  particular  instance  the  tappet  flange  was  not  centered  on  the 
drivewheel,  and  three  lugs  on  one  side  of  the  flange  were  traveling 
in  a  circle  approximately  one-eighth  inch  greater  m  diameter  than 
that  of  the  circle  in  which  the  lugs  directly  opposite  were  traveling. 
This  mechanical  irregularity  was  magnified  by  the  tappet,  and  a  dis- 
tinct cycle  of  delivery  occurred  with  every  revolution  of  the  drive- 
wheel,  or  3.6  feet  of  travel  of  the  machine,  as  is  illustrated  by  the 
delivery  curve,  Figure  23. 

The  95  drillability  fertilizer  responded  so  readily  to  the  agitation 
of  the  feed  plate  that  variations  in  delivery  were  of  considerable 
magnitude,  as  is  indicated  by  the  average  per  cent  deviation.  Plate 
15,  B,  is  a  photograph  of  the  95  drillability  fertilizer  after  being  dis- 


MECHANICAL  APPLICATION   OF  FERTILIZERS 


67 


tributed.  Cycles  of  delivery  appear  distinctly  at  regular  intervals 
corresponding  to  3.6  feet  of  travel  of  the  machine.  However,  in  the 
plotted  results,  cycles  are  not  of  the  same  amplil  ude  because  the  de- 
livery was  measured  at  1-foot  intervals.  By  properly  regulating  the 
throat  opening  and  amplitude  of  plate  agitation,  the  average  per- 
centage deviation  in  delivery  may  be  reduced.  For  instance,  with 
the  distributor  set  at  a  ^^-inch  opening  and  with  medium  plate  agita- 
tion the  average  per  cent  deviation  was  45.28,  while  after  reducing  the 
throat  opening  to  approximately  ^^^r  inch,  and  increasing  the  ampli- 
tude of  agitation  to  a  maximum,  the  average  per  cent  deviation  was 
only  10.99,  although  the  rate  of  delivery  was  practically  the  same. 
By  increasing  the  amplitude  of  knock  the  percentage  of  variation  of 
knock  was  greatly  reduced. 

The  85  dri liability  fertilizer  was  delivered  at  a  decreased  rate  as 
compared  with  the  95  fertilizer,  for  it  did  not  flow  through  the  throat 
opening  so  freely  and  did  not  respond  so  readily  to  the  vibration  of 
the  feed  plate.  For  the  latter  reason  also  more  uniformity  of  dis- 
tribution was  attained  because  no  exceptionally  high  points  of  de- 
livery occurred. 


20 


I. 
I- 


1 

/ 

\ 

y 

V 

\ 

^ 

^ 

\ 

^ 

/ 

\ 

\ 

/ 

/ 

\ 

\ 

y" 

^ 

\ 

/ 

10 

Distance 


2Q 


feet 


FiGDRB  23. — Delivery  curve  of  distributor  No.  9 

The  75,  65,  and  55  drillability  fertilizers  were  similarly  distributed. 
They  gave  decreased  rates  of  delivery  for  the  same  reasons  as  apply 
to  the  85  drillability  fertilizer.  They  were  distributed  with  about 
the  same  degree  of  uniformity,  because  the  agitating  action  of  the 
feed  plate  was  very  effective  in  breaking  up  the  fertilizers  at  the 
point  of  delivery. 

The  35  drillability  mixture  resisted  flow  to  such  an  extent  that 
only  a  slight  delivery  was  made  and  that  irregularly  in  small  lumps. 

The  15  drillability  fertilizer  remained  in  a  mass  in  the  hopper, 
and  no  delivery  was  made. 

DISTRIBUTOR  NO.   10,  SINGLE-ROW  DISTRIBUTOR 

Distributor  No.  10  is  a  typical  screw-delivery  machine.  It  is  illus- 
trated in  Plate  5,  A. 

The  fertilizer  is  carried  by  a  tapered  screw  conveyor  in  the  bottom 
of  the  hopper  (Plate  16,  A)  to  the  delivery  opening,  where  the  fer- 
tilizer falls  on  a  spreader  to  be  distributed  in  a  wide  band.  A  spe- 
cially shaped  agitator  driven  by  the  screw  flights  tends  to  prevent 
caking  and  bridging  in  the  hopper  and  to  keep  sticky  material  from 
rotating  with  the  screw.  The  screw  conveyor  is  13  inches  long  and 
3  inches  in  diameter,  with  1-inch  flights  spaced  2  inches  apart  at  the 


68  TECHNICAL  BULLETIN  182,  U.  S.  DEPT.  OP  AGRICULTURE 

rear  or  delivery  end,  and  2.5  inches  in  diameter,  with  three-fourths 
inch  fli^^hts  spaced  1.5  inches  apart  at  the  front  end.  The  base  of 
the  hopper  is  10  inches  long;  thus  the  fertilizer  is  carried  about  3 
inches  after  leaving  the  hopper  before  being  delivered. 

The  delivery  rate  is  varied  by  changing  the  speed  of  the  screw 
conveyor  which  is  accomplished  by  shifting  the  conveyor  drive 
pinion  into  mesh  with  any  one  of  nine  concentric  gears  on  the  main 
wheel.  The  delivery  rate  used  in  this  study  was  that  corresponding 
to  medium  conveyor  speed,  or  the  manufacturer's  rating  of  600 
pounds  per  acre. 

The  delivery  opening  is  V-shaped,  with  the  point  toward  the  hop- 
per, the  object  being  to  maintain  a  constant  delivery  as  the  charge 
of  fertilizer  is  carried  over  the  opening.  However,  a  distinct  cycle 
of  delivery  exists  corresponding  to  each  revolution  of  the  screw  con- 
veyor, or  6.22  feet  of  travel  of  the  machine,  and  this  is  the  principal 
cause  of  uneven  distribution.     (Fig.  24.) 


30 

L 

\ 

/ 

\ 

.y. 

\ 

/ 

\ 

y 

\ 

/ 

/ 

\ 

/ 

^ 

^ 

1 

1/ 

f 

\ 

/ 

\ 

/ 

\ 

/ 

r 

-H 

\, 

/ 

7^ 

A 

^ 

/ 

\ 

^^ 

/ 

\ 

/ 

0 

1 

5 

1 

0 

1 

5 

20 

Distance  in  feet 
Figure  24. — Delivery  curve  of  distributor  No.  10 

The  cycles  of  delivery  with  free-flowing  fertilizer  are  of  con- 
siderable magnitude.  Minimum  delivery  occurs  at  the  instant  the 
screw  flight  is  directly  over  the  point  of  the  delivery  opening  as 
shown  in  Figure  25,  A.  In  this  position  practically  all  of  one  charge 
of  fertilizer  has  passed  through  the  delivery  opening  and  the  suc- 
ceeding charge  can  not  be  delivered  until  the  screw  flight  has  passed 
over  the  opening  far  enough  to  permit  a  flow  of  fertilizer.  When 
the  screw  flight  has  passed  over  the  delivery  opening  far  enough  to 
permit  a  relatively  large  flow  of  fertilizer,  as  shown  in  Figure  25,  B, 
a  free-flowing  material  will  respond  very  readily,  giving  a  point  of 
maximum  delivery. 

Distributor  No.  10  gives  most  uniform  distribution  with  medium- 
drillability  fertilizers  because  the  cycles,  which  are  the  principal 
cause  of  uneven  distribution,  are  of  much  less  amplitude  than  for 
the  materials  of  highest  and  lowest  drillability.  This  implement 
was  designed  especially  for  guano,  which  has  medium  drillability. 

The  fertilizer  of  95  drillability  flowed  freely  by  gravity  through 
the  distributing  mechanism  when  it  was  stationary,  and  no  results 
were  recorded. 
^  The  85  drillability  fertilizer  was  subject  to  a  high  average  devia- 
tion in  distribution,  53.65  per  cent.    This  resulted  principally  from 


Tech.  Bui.  182.  U.  S.  Dept.  of  Agriculture 


Plate  1 


A,  Distributing  mechanism  of  distributor  No.  10,  a,  tapered  screw  conveyor;  b,  delivery  opening; 
c,  screw  delivery  flight;  d,  agitator;  e,  hopper.  B,  Distribution  of  an  80  drillability  fertilizer  by 
distributor  No.  10 


MECHANICAL  APPLICATION   OF  FERTILIZEES 


69 


delivery  cycles  of  great  amplitude,  which  are  typical  of  a  free-flowing 
fertilizer,  as  explained  above.  At  certain  positions  of  the  screw  the 
fertilizer  flowed  through  the  distributing  mechanism  by  gravity 
alone.  The  distribution  of  a  free-flowing  fertilizer  is  shown  in  Plate 
16,  B,  the  material  being  20  to  30  mesh  crystaline  potassium  nitrate 
having  a  drillability  score  of  80.  Distinct  cycles  of  delivery  are 
visible,  corresponding  to  5.22  feet  of  travel  of  the  machine. 

The  75  and  65  drillability  mixtures  were  distributed  more  uni- 
formly than  the  85  drillability  fertilizer.  They  did  not  flow  from  the 
delivery  opening  in  as  finely  divided  condition,  but  the  amplitude  of 
delivery  cycles  was  greatly  reduced.  The  delivery  curves  show 
clearly  that  the  maximum  deliveries  were  lower  and  that  the  mini- 
mum deliveries  were  higher,  indicating  a  better  distribution  of  the 
charge.    It  is  evident  that  the  75  and  65  drillability  mixtures  did 


Figure  25. — Positions  of  delivery  screw  of  distributor  No.  10  at  points  of  minimum 
(A)  and  maximum  (B)  delivery:  a,  tapered  screw  conveyor;  &,  delivery  opening; 
c,  screw  delivery  flight ;  e,  hopper 

not  flow  out  SO  rapidly  through  the  narrow  part  of  the  delivery 
opening,  and  greater  amounts  of  the  fertilizers  remained  in  the 
delivery  chamber  until  the  screw  was  in  the  position  of  minimum 
delivery.  The  rate  of  delivery  indicates  that  the  screw  carried  a 
full  charge  in  each  case. 

The  55  drillability  fertilizer  was  distributed  with  the  lowest  aver- 
age percentage  deviation.  Although  it  was  not  deposited  in  a  finely 
divided  form,  the  explanation  of  the  more  uniform  delivery  is  the 
same  as  that  given  for  the  75  and  65  drillability  mixtures.  The  55 
fertilizer  showed  no  appreciable  decrease  in  rate  of  delivery  and 
apparently  had  properties  best  adapted  to  the  particular  design  and 
type  of  distributor  under  discussion. 

The  35  drillability  mixture  was  distributed  with  a  greater  average 
percentage  deviation  than  the  55  drillability  fertilizer,  but  more  uni- 
formly than  the  65,  75,  and  85  drillability  fertilizers.  The  reason  for 
this  is  that  the  irregularly  charged  screw,  resulting  from  bridging 
in  the  hopper,  and  the  breaking  off  of  the  material  in  lumps  from 
the  delivery  opening  produced  uneven  distribution  regardless  of  tlie 


70  TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTURE 

tendency  of  this  material  to  flow  to  the  delivery  opening  at  about 
the  same  rate  during  the  entire  revolution  of  the  screw. 

The  15  drillability  mixture  was  delivered  unevenly  and  at  a  re- 
duced rate.  The  screw  conveyor  was  only  partially  charged,  because 
of  the  bridging  of  the  fertilizer  and  its  great  tendency  to  adhere  in  a 
mass.  However,  there  was  no  great  reduction  in  delivery  rate,  which 
is  an  interesting  fact  since  the  other  types  of  distributors  gave  little 
or  no  delivery  of  this  mixture.  The  material  was  deposited  only  in 
large  lumps. 

It  is  worth  noting  that  the  15  drillability  mixture  was  distributed 
with  the  same  average  percentage  deviation  as  the  85  drillability 
mixture,  and  probably  more  uniformly  than  the  95  drillability  fer- 
tilizer would  have  been  distributed  had  it  been  possible  to  control 
that  exceptionally  free-flowing  material  in  the  distributor. 

EUROPEAN  TYPES  OF  DISTRIBUTORS 

The  chain  type  of  distributor  is  very  common  in  Europe,  but  is 
practically  unKnown  in  this  country.  The  Westfalia,  Pommerania, 
Obotrit,  and  Fricke  implements  are  examples  of  this  type.  The  fer- 
tilizer is  dispensed  from  a  slit  at  the  bottom  of  the  hopper  by 
obliquely  set  fingers  on  an  endless  chain  which  moves  lengthwise  in 
this  opening.  The  quantity  is  regulated  by  the  width  of  the  slot  and 
the  speed  of  the  chain.  As  the  fertilizer  issues  from  the  slot  it  slides 
down  a  board  set  with  pins  or  falls  upon  a  rapidly  revolving  studded 
roller,  which  spreads  it  and  breaks  up  masses  to  secure  greater  uni- 
formity of  distribution.  Over  this  distributing  roller  or  board  a 
wind  shield  is  hung.  Gunness  {11)  has  tried  this  type  of  machine 
at  the  Massachusetts  Agricultural  Experiment  Station  and  reports 
very  favorably  on  it. 

Tests  {9)  were  conducted  in  Germany  in  1921  under  the  direction 
of  the  German  Agricultural  Society  to  determine  the  relative  merits 
of  15  distributors  entered  in  a  contest  sponsored  by  the  German 
nitrogenous  fertilizer  committee.  The  points  considered  in  these  tests 
were  uniformity  of  distribution,  row  fertilizing,  dust  prevention, 
adjustment  and  manaf^ement  of  the  machines,  and  comparative  cost 
of  operation  and  practical  value  of  the  distributors. 

Each  of  these  15  machines  was  of  a  type  different  from  any  of  those 
used  in  the  present  study.  While  the  experiments  in  Germany  were 
under  uncontrolled  conditions  and  were  rather  superficial,  neverthe- 
less the  conclusions  drawn  tend  to  confirm  the  results  obtained  in 
this  investigation. 

Several  of  the  machines  showed  very  distinct  rhythmic  cycles  of 
delivery.  Others  applied  the  fertilizer  more  heavily  at  the  middle  of 
the  implement  than  at  the  ends.  The  so-called  "slit"  machines 
applied  dry  fertilizers  fairly  well  but  were  entirely  unsatisfactory 
with  damp  materials.  Distributors  of  the  chain  type  (pi.  IT,  A  and 
B)  were  best  for  fertilizers  of  poor  mechanical  condition,  and  the 
combination  chain  and  spiked-roller  type  (pi.  18,  A  and  B)  gave  the 
best  results  of  all.  Spreading  boards  were  of  great  aid  in  spreading 
free-flowing  materials  evenly,  but  did  more  harm  than  good  when 
the  fertilizer  was  damp  or  finely  powdered.  Such  material  stuck  to 
the  board  until  it  built  up  into  quite  a  mass  and  then  jarred  off  in 


Tech.  Bui.  182,  U.  S.  Dept.  of  Agriculture 


PLATE    17 


A,  Westfalia,  chain-type  distributor;  B,  Westfalia,  distributing  mechanism 


Tech.  Bui.  182.  L 

I.  S.  Dept.  of  Agriculture 

Plate  18 

>c 

D>L    f 

^-TIW 

^ 

^  .^xlT^ 

^^^^^-«. 

A 

ay 

^^^"^ 

A,  Pommerania,  combination  chain  and  spiked-roller  distributor;  B,  Pommerania,  distributing 
mechanism;  C,  English  star-wheel  distributor 


MECHANICAL   APPLICATION   OF  FERTILIZERS 


71 


lumps.  Some  of  these  machines  were  supplied  with  devices  designed 
to  prevent  the  raising  of  dust  in  filling  and  operating,  but  none  was 
entirely  satisfactory.  Great -difficulty  was  experienced  in  adjusting 
the  machines  so  as  to  secure  the  desired  application  rate,  but  the 
chain  type  proved  least  troublesome  in  this  respect.  Practically  all 
of  the  machines  were  easily  emptied.  In  distributors  of  the  chain 
type  the  bottom  is  hinged  or  may  be  slid  out  of  its  position,  while 
those  of  the  other  types  usually  are  so  arranged  that  the  hopper  may 
be  easily  tipped  over.  They  appear  to  have  an  advantage  over  most 
American  machines  in  this  regard.  A  machine  4  meters  in  width  was 
found  to  be  practicable  for  a  2-horse  team.  Implements  of  this 
width  usually  are  provided  with  additional  axles  or  with  pivoted 
wheels  for  transporting  over  narrow  roads  or  through  gates. 

The  use  of  foretrucks  on  many  of  these  implements  lightens  the 
work  of  the  horses,  largely  eliminates  swaying,  and  reduces  tilting 
of  the  distributor,  thus  permitting 
greater  uniformity  of  distribution 
of  the  fertilizer.  No  machine  tested 
was  satisfactory  in  every  respect. 

A  more  comprehensive  study  (6) 
of  fertilizer  distributors,  which  in- 
cludes both  laboratory  and  field 
tests,  was  recently  conducted  in 
Denmark  by  the  State  implement 
committee.  Eleven  European  types 
of  distributors  and  various  ferti- 
lizers were  selected  for  the  study. 
The  construction  of  the  machines, 
adjustments,  and  operation  are  de- 
scribed in  great  detail.  Uniform- 
ity of  distribution,  effect  of  incli- 
nation of  the  machine  on  delivery 
rate,    and    draft    for 


.,    cxxvi    vixct^v    a.v.x    various    soil 
conditions  were  determined.    Other 


Figure  26. — Section  of  top-delivery 
broadcast  or  row  distributor :  a.  As- 
cending hopper  bottom  ;  b,  liopper  lift- 
ing pinion  ;  c,  paddle  wheel  dispenser ; 
dj  stationary  rear  hopper  wall 


observations  and  suggestions  are  also  given  on  the  operation  and 
care  of  distributors. 

The  top-delivery  type  of  dispenser,  the  principle  of  which  is 
illustrated  in  Figure  26,  is  growing  in  popularity  in  Europe.  This 
distributor  consists  of  an  oblong  hopper,  usually  with  a  movable 
bottom  that  rises  steadily  as  the  machine  is  operated  and  forces  the 
fertilizer  into  contact  with  a  revolving  paddle  wheel  at  the  top  of 
the  hopper.  On  some  of  these  machines  the  rear  hopper  wall  and 
paddle  wheel  descend.  The  paddles  scrape  the  fertilizer  over  the 
rear  top  edge  of  the  hopper,  whence  it  falls  directly  to  the  ground  for 
broadcasting  or  into  collectors  for  drilling.  The  rate  of  delivery 
depends  upon  the  speed  with  which  the  hopper  rises  or  the  dispenser 
descends. 

A  number  of  patents®  have  been  issued  on  this  type  of  dis- 
tributor. 


"United  states:  399399  (1889);  1654414  (1927).  German:  46628,  76252  (1894); 
236631  (1911)  ;  257740,  261243  (1913)  ;  272948  (1914)  ;  3259T8  (1920).  French,  434833 
(1911);  513776  (192()).  English:  5668  (1901);  142106  (1920).  Austrian:  55,382 
11912)  ;  56153  (1912).  Swedish:  35995  (1911). 


72  TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OP  AGRICULTURE 

Several  reports  (7,  p.  27^-280;  10;  U,  p.  5Jf-55;  16,  p.  183-m) 
on  the  operation  of  the  top-delivery  type  have  been  made.  The 
advantages  claimed  for  it  are  {!)  elimination  of  the  effect  of 
the  mechanical  condition  of  the  fertilizer  upon  delivery  rate;  (2) 
even  distribution  at  exceptionally  low  delivery  rates;  (3)  excellent 
distribution  of  fertilizers  that  are  in  only  fair  condition.  The  dis- 
advantages are  (1)  high  cost;  (2)  heavy  draft;  and  (3)  a  tendency 
of  some  fertilizers  to  pack  down  and  thus  slightly  change  delivery 
rate. 

The  star-wheel  type  of  distributor  is  used  in  Europe  as  well  as  in 
this  country.    Plate  18,  C,  illustrates  one  of  English  make. 

In  1927  an  entirely  new  type  of  distributor  {20,  />•  7) ,  fundamen- 
tally different  from  any  other,  was  put  on  the  market  in  Germany. 
The  machine  consists  of  a  flat-lying  hopper  in  the  form  of  a  3-sided 
frame,  having  no  front  wall  or  bottom.  The  frame  rests  and  moves 
upon  a  fixed  table.  The  desired  quantity  of  fertilizer  for  applica- 
tion upon  one-half  acre  is  spread  in  the  hopper  and  the  top  is  fas- 
tened down  upon  it,  thus  giving  a  layer  of  fertilizer  of  uniform 
thickness  held  between  the  top  and  bottom  plates  somewhat  like  a 
sandwich.  In  operation  the  top  and  rear  wall  of  the  hopper  move 
forward,  shoving  the  contents  with  them.  The  fertilizer  falls  upon 
a  rapidly  revolving  roller  which  scatters  it.  The  machine  is  so 
geared  that  the  hopper  empties  itself  as  just  one-half  acre  has  been 
traversed.  The  entire  implement,  including  gears,  is  constructed 
of  moisture-proofed  wood. 

FACTORS  AFFECTING  THE  OPERATION  OF  DISTRIBUTORS 

The  factors  studied  in  relation  to  the  operation  of  distribution 
were  depth  of  fertilizer,  inclination  of  the  distributor,  variations  in 
delivery  units,  unrestricted  flow  of  fertilizer,  efficiency  of  agitators^ 
feed- wheel  speed,  and  amount  of  positive  delivery  action. 

DEPTH  OF  FERTILIZER  IN  THE  HOPPER 

Three  series  of  experiments  were  performed  to  determine  the 
effect  of  head  or  depth  of  fertilizer  on  delivery  rate.  This  was 
done  by  filling  the  hopper  and  measuring  the  rate  at  intervals  until 
the  hopper  had  been  emptied. 

The  first  series  was  performed  to  determine  the  effect  of  the 
fertilizer  properties.  Four  different  fertilizers — commercial  3-9-3 
mixture,  potassium  nitrate,  fish  scrap,  and  urea-ammonium  phos- 
phate— were  used  with  distributor  No.  1  in  an  atmosphere  of  86°  F. 
and  30  per  cent  relative  humidity.  The  3-9-3  mixture  was  similar 
to  many  mixed  fertilizers  now  on  the  market.  The  crystalline 
potassium  nitrate  was  screened  to  pass  a  20-mesh  but  not  a  40-mesh 
sieve.  The  fish  scrap  was  a  characteristic  sample  containing  flakes 
and  fishbones,  thus  giving  it  mechanical  properties  somewhat  differ- 
ent from  those  of  the  other  materials.  The  urea-ammonium  phos- 
phate was  similar  in  appearance  and  physical  properties  to  commer- 
cial ammonium  sulphate  or  urea. 

The  results  given  in  Table  27,  show  that  the  rate  of  delivery  is 
dependent  to  some  extent  on  head,  but  varies  with  different  ferti- 
lizers.   When  the  head  of  material  was  equal  to  or  greater  than  5 


MECHANICAL  APPLICATION   OF   FERTILIZERS 


73 


inches,  no  appreciable  variations  in  delivery  rates  occurred  with 
changes  of  the  head.  However,  at  different  depths  of  fertilizer  be- 
low 5  inches  a  material  variation  in  delivery  rates  will  be  noted, 
the  rate  at  5  inches  being  from  5  to  9  per  cent  higher  than  that  at 
a  2-inch  head.  The  width  of  the  hopper  at  the  gate  opening  being 
6  inches  in  this  case,  the  conclusion  seems  to  be  warranted  that  in- 
creasing the  head  above  that  equal  to  the  width  of  the  hopper  has 
little  or  no  effect  upon  the  delivery  rate.  This  conclusion  was  sub- 
stantiated in  the  second  series  of  tests. 

Table  27. — Effect  of  head  upon  delivery  rate  of  various  fertilizers  hy  No.  1 

distributor 


Depth  of  fertilizer 
(inches) 

• 

Delivery  rate  per  acre 

Commercial  3-9-3 

20-40  mesh  potas- 
sium nitrate 

Fish  scrap 

Urea-ammonium 
phosphate 

2 

Pounds 
68.49 
69.94 
71.15 
71.87 
72.60 
73.33 
73.08 
72.84 

Pints 
93.82 
95.80 
97.47 
98.45 
99.45 
100. 45 
100. 11 
99.78 

Pounds 
86.64 
89.54 
91.96 
92.20 
92.25 
92.20 
91.96 
91.72 

Pints 
94.17 
97.33 
99.95 
100.22 
100.27 
100.22 
99.96 
99.70 

Pounds 
41.08 
42.69 
43.86 
44.74 
45.47 
45.91 
43.71 
43.42 

Pints 
82.16 
85.38 
87.72 
89.48 
90.94 
91.82 
87.42 
86.84 

Pounds 
55.18 
57.11 
58.32 
59.05 
59.53 
59.77 
60.00 
60.02 

Pints 
84  89 

3 

87  86 

4 

89  72 

5 

90  84 

6 

91  58 

7 

91  95 

8             

92  31 

9 

92  34 

Major  Phillips  first  observed  that  a  downward  force  applied  to  a 
column  of  dry  sand  in  a  cylinder  is  not  transmitted  to  the  bottom  if 
the  height  of  the  column  is  more  than  twice  its  diameter,  the  reason 
being  that  the  additional  pressure  is  borne  by  the  walls  of  the  con- 
tainer because  of  a  bridging  effect  in  the  sand  {19). 

The  second  series  of  tests  was  conducted  with  granulated  potas- 
sium-ammonium phosphate  having  a  drillability  score  of  85,  to 
show  the  effect  of  head  upon  delivery  rate  for  nine  different  dis- 
tributors. (Table  28.)  It  will  be  observed  that  this  effect  varies 
greatly  in  different  types  of  distributors  and  that  it  was  very  pro- 
nounced at  low  heads  in  every  instance,  except  for  distributor  No.  8. 

Table  28. — Effect  of  head  upon  delivery  rate  of  85  drillaUlity  fertilizer  by 

various  distributors 


Head  of  fertilizer  (inches) 

Pounds  per  acre  delivered  by  distributor  No. 

1 

2 

3 

6 

6 

7 

8 

9 

10 

1. 

285 
303 
322 
325 
328 
331 
331 
333 

360 
382 
389 
391 
392 
398 
406 

(') 
416 
492 
528 
514 
486 
470 
470 
472 
475 
485 
487 
499 
505 
509 

(0 

1,468 
1,569 
1,618 
1,625 
1,631 
1,636 
1,639 
1,652 
1,655 
1,655 
1,652 

80 
89 
98 
101 
102 
103 
103 
104 
104 

(0 
538 
639 
540 
542 
543 
543 
545 
545 
548 
643 

198 
198 
198 
198 
199 
199 
200 
201 
204 
207 
209 

(«) 

1,630 
1  651 

(0 
733 

2 

3 

75S 

4 

1,679  i          7!*7 

5 

1,572 
1,559 
1,649 
1,545 
1,579 
1,682 
1,682 
1,679 

738 

6 

741 

7_ 

743 

« 

746 

10 

741 

12 

744 

14 

744 

16 

18 

30 

—--—*- 

22 

""-"""" 

1  Impossible  to  maintain  a  constant  head. 


74         TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OP  AGRICULTURE 

One  general  conclusion  drawn  from  these  tests  was  that  in  all  bot- 
tom-delivery types  of  distributors,  changes  of  head  had  little  or  no 
effect  on  delivery  rate  when  the  depth  of  fertilizer  was  greater  than 
the  width  of  the  hopper  at  the  discharge  opening.  However,  when 
little  fertilizer  remained  in  the  hopper,  changes  of  head  had  a 
marked  effect;  in  several  such  instances  changing  the  head  from  2  to 
4  inches  varied  the  delivery  rate  by  as  much  as  10  per  cent. 

Obviously,  in  the  case  of  distributor  No.  8,  which  is  of  the  top- 
delivery  type,  any  increased  delivery  rate  attributable  to  greater 
head,  must  be  ascribed  to  a  compacting  of  the  fertilizer.  With  this 
distributor  the  head  shown  in  Table  28  is  not  the  actual  depth  of 
material  in  the  hopper,  but  represents  the  maximum  pressure  to 
which  the  particular  fertilizer  being  deliyered  had  been  subjected 
when  the  hopper  was  filled.  In  this  case  there  is  little  or  no  varia- 
tion in  the  delivery  rate  at  low  heads,  but  any  significant  changes 
that  occur  will  be  found  at  the  greater  heads.  This  is  explained  by 
the  fact  that  during  the  operation  of  the  machine  the  lower  heads 
are  delivered  first  and  there  is  not  sufficient  time  for  the  material 
to  settle,  while  the  greater  heads  are  delivered  after  the  machine  has 
been  operated  for  some  time  and  the  fertilizer  has  settled  and  is 
more  compact.  It  has  been  found  that  the  effect  on  delivery  rate 
depends  upon  the  amount  of  settling,  which,  in  turn,  depends  upon 
the  character  of  the  material.  For  instance,  a  material  composed  of 
large,  regularly  shaped,  hard  particles  will  not  settle  as  much  as 
one  made  up  of  rough  particles  mixed  with  a  high  percentage  of  fine 
material. 

Table  28  shows  that  with  distributors  Nos.  3  and  9  the  delivery 
rate  increased  as  the  head  was  increased  from  2  to  4  inches,  then 
decreased  until  an  8-inch  head  was  reached,  after  which  there  was  a 
gradual  increase.  The  presence  here  of  a  high  point  in  the  delivery 
rate  with  a  4-inch  head  resulted  from  segregation  of  the  material 
in  the  hopper.  At  or  near  a  4-inch  head  the  fertilizer  directly  above 
the  throat  opening  was  moved  with  the  hopper  bottom  and  vigorously 
agitated.  This  produced  rapid  separation  of  fine  material  from  the 
coarse,  thus  permitting  the  coarser  material  to  flow  out  on  the  deliv- 
ery plate  as  a  separate  mass.  The  coarser  material,  flowing  much 
more  readily  than  the  finer  material  or  the  mixture  of  coarse  and 
fine  material,  increased  the  delivery  rate,  as  already  explained  under 
the  heading  "  Operation  of  distributors."  At  heads  of  about  8 
inches  or  greater,  the  surface  of  the  fertilizer  in  the  hopper  was  not 
carried  about  or  vigorously  agitated;  thus  no  opportunity  was 
afforded  for  very  rapid  segregation. 

Head  is  of  some  importance  even  with  materials  now  commonly 
used.  The  maximum  reduction  in  delivery  rate  during  emptying 
of  the  hopper  was  23  per  cent.  In  the  case  of  distributor  No.  8 
there  was  a  slight  increase  in  the  delivery  rate. 

The  third  series  of  tests  was  conducted  primarily  to  determine 
the  maximum  effect  of  head  that  might  be  encountered.  The  more 
freely  a  fertilizer  will  flow  the  greater  the  effect  of  head  will  be. 
Centrifugally  sprayed  potassium  nitrate,  being  the  freest  flowing 
material  available,  was  used  for  these  tests,  ^veral  types  of  ma- 
chines were  tested.  The  experimental  results  are  presented  in 
Table  29. 


MECHANICAL,  APPLICATION   OP  FEHTILIZEES 


75 


Table  29. — Delivery  rates  of  95  drillahiUty  fertilizer   {centrifugally  sprayed 
potassium  nitrate)  shoiving  maximum  effect  of  head 


Distributor » 
No. 


1 
2 
6 

8 
9 


Head 


Inches 
1.50 
5.50 
2.25 
5.75 
1.50 
3.50 
1.00 
5.20 
2.75 
6.50 


Change  of 
head- 


InehM 
4.0 

3.5 

2.0 

4.2 

2.75 


Delivery 


Grams 
492.7 
668.3 
1, 205.  6 
1,312.3 
590.2 
944.7 
686.  56 
686.50 
653.5 
737.6 


Increase  of 
delivery 


Per- tent 
15.34 

8.80 
60.06 

0 
12.87 


>  The  fertilizer  flowed  unrestrictedly  through  the  distributing  mechanism  in  distributors  Nos.  4,  6,  7 
and  10,  which  made  testing  impossible  but  indicated  that  effect  of  head  would  be  very  significant. 

The  results  indicate  that  any  change  in  a  comparatively  low 
initial  head  of  free-flowing  fertilizer  has  considerable  effect  on  rate 
of  delivery.  The  one  exception  to  this  is  No.  8  distributor,  the 
explanation  for  which  has  been  given  (p.  74). 

An  extreme  case  appears  with  distributor  No.  6,  where  increasing 
the  head  from  1.5  inches  to  3.5  inches  increased  the  delivery  rate  60 
per  cent.  Head  acted  in  this  case  in  such  a  way  as  to  be  very  effec- 
tive. It  did  not  have  much  effect  in  compacting  the  fertilizer  to 
be  delivered,  but  it  determined  the  height  of  the  fertilizer  on  the 
shielded  part  of  the  feed  plate.  The  quantity  of  fertilizer  delivered 
by  the  plow  being  in  turn  dependent  on  the  depth  of  fertilizer  on 
the  plate,  only  a  slight  change  in  the  depth  is  necessary  to  materially 
change  the  delivery  rate.  Head  also  functions  effectively  in  this  case 
by  reason  of  the  free-flowing  qualities  of  the  fertilizer  which  permit 
the  particles  to  readjust  themselves  during  the  gradual  charging 
of  the  feed  plate.  A  head  of  1.5  inches  brought  the  level  of  the 
fertilizer  on  the  shielded  part  of  the  feed  plate  0.25  inch  above  the 
throat  opening,  whereas,  under  the  same  conditions,  materials  with 
the  usual  properties  would  not  have  been  raised  above  the  throat 
opening. 

INCLINATION  OF  DISTRIBUTOR 

Distributors  which  depend  in  any  way  upon  gravity  for  unload- 
ing, as  most  of  them  do,  deliver  at  different  rates  when  the  machine 
is  inclined  from  its  normal  operating  position,  as  for  instance  when 
traveling  over  sloping  parts  of  a  field.  The  difference  in  delivery 
rate  is  due  primarily  to  a  change  in  the  direction  of  the  force  of 
gravity  with  reference  to  the  outlet  in  the  feeding  mechanism. 

Distributors  show  greater  differences  in  delivery  rate  when 
tilted  forward  or  rearward  than  when  tilted  to  either  side.  One- 
row  distributors  which  are  held  upright  by  the  operator  usually 
may  be  operated  in  hilly  country  without  much  inclination  of  the 
machine  if  the  rows  follow  contours.  Wide  distributors  such  as 
lime  spreaders  and  grain,  beet,  and  grass  seed  drills  are  subject  to 
lateral  inclination  on  sloping  ground. 

Distributor  No.  2  was  operated  in  the  constant-humidity  room  at 
various  inclinations  to  the  front  and  rear  at  atmospheric  conditions 
of  68°  F.  and  40  per  cent  relative  humidity.  The  gate-control  lever 
was  set  at  notch  15.    The  results  obtained  are  presented  in  Table  30. 


76  TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OP  AGEICULTURE 

Table  30. — Effect  of  inclination  of  distributor  No.  2  on  delivery  rate 


Depth 
of  fer- 
tilizer 

in 
hopper 

Feed  wheel  speed' 

Inclination  forward 

Normal 

Inclination  rearward 

Fertilizer 

9» 

60 

S* 

posi- 
tion 

3* 

6* 

9«» 

2-15-5 

Inches 
2 

8 
8 

Fast 

Pounds 

per  acre 

618 

533 

109 

Pounds 

per  acre 

506 

618 

99 

Pounds 
per  acre 
500 
612 
92 

Pounds 
per  acre 
453 
494 
86 

Pounds 
per  acre 
458 

Pounds  Poundt 
per  acre  per  acre 

2-16-6 

do 

Slow 

486          472 
80            7fi 

462 

4-8-4                

78 

The  results  show  that  minor  inclinations  of  the  distributor  appre- 
ciably affect  the  delivery  rate,  and  to  a  greater  extent  when  the 
machine  is  tilted  forward  than  when  tilted  rearward.  The  greatest 
change  in  delivery  rate  was  with  the  4^8-4  mixture,  when  an  in- 
clination of  9°  forward  increased  the  rate  27  per  cent.  Delivery 
rate  was  more  affected  by  forward  inclination  when  the  depth  of 
fertilizer  in  the  hopper  was  2  inches  than  when  it  was  8  inches. 
Since  the  delivery  opening  and  fertilizer  gate  are  at  the  front  of  the 
distributing  mechanism,  and  the  feed-wheel  speed  and  gate  opening 
are  the  same  for  each  series  of  tests,  any  increase  of  delivery  rate 
due  to  forward  inclination  must  result  from  a  greater  influence  of 
gravity  than  that  under  the  normal  operating  position.  With  a 
rearward  inclination  the  decrease  in  delivery  rate  must  be  due  to 
a  decrease  in  the  influence  of  gravity,  and  in  case  the  effect  of  gravity 
in  the  normal  position  is  small,  as  in  the  present  instance  the  de- 
creases in  delivery  rate  will  be  of  slight  extent. 

In  operating  those  distributors  that  have  several  feed  wheels  in 
one  long  hopper,  the  fertilizer  is  gradually  carried  to  the  end  toward 
which  the  feed  wheels  revolve  in  the  hopper.  Lateral  inclination 
of  the  machine  may  either  augment  or  counteract  the  shifting  of  the 
fertilizer,  a  fact  it  is  well  to  bear  in  mind  when  operating  along 
contours  of  sloping  ground. 

Further  tests  were  conducted  to  show  the  effect  of  inclination  of 
the  distributor  upon  delivery  rates  for  nine  different  distributors. 
The  fertilizer  used  was  granulated  potassium  ammonium  phosphate. 
The  results  as  given  in  Table  31  show  the  relative  delivery  rates  for 
each  distributor  when  in  the  normal  operating  position,  inclined  10° 
forward  and  inclined  10°  rearward. 

Table  31. — Effect  of  inclination  of  distributor  upon  delivery  rate  with  ati  85 

drillaMUty  fertilized^ 


Inclination  of  distributor 

Distributor  No. 

Inclination  of  distributor 

Distributor  No. 

10"  for- 
ward 

Normal 

10°  rear- 
ward 

10°  for- 
ward 

Normal 

10°  rear- 
ward 

1 

Pounds 
per  acre 
416 
399 
471 
2,002 
126 

Pounds 
per  acre 
373 
362 
488 
1,662 
104 

Pounds 

per  acre 

333 

330 

488 

1,413 

90 

7    

Pounds 

per  acre 

1,241 

199 

1,667 

692 

Pounds 

per  acre 

1,186 

200 

1,579 

744 

Pounds 
per  acre 
1,171 

2 

8 

200 

8- 

9 

1,790 

6 

10                  

840 

6 

MECHANICAL  APPLICATION   OF   FERTILIZEES 


77 


The  delivery  opening  of  distributors  Nos.  1,  2,  5,  and  7  is  at  the 
front  and  of  No.  10  is  at  the  rear  of  the  hopper.  The  results  of 
the  tests  of  these  distributors  show  that  inclining  the  machine  10° 
toward  the  delivery  opening  greatly  increased  the  delivery  rate, 
the  increase  varying  from  5  to  21  per  cent,  while  inclining  the  dis- 
tributor away  from  the  delivery  opening  decreased  the  delivery  rate 
varying  from  1.3  to  14  per  cent.  The  maximum  difference  in  rate 
of  delivery  between  the  extreme  positions  was  41.7  per  cent  of  the 
lesser  rate. 

Distributors  Nos.  3  and  9,  which  have  a  gate  opening  in  the  form 
of  a  circular  band,  were  not  distinctly  and  regularly  affected  by 
inclination  of  the  machine.  Distributor  No.  3  showed  little  varia- 
tion, while  in  the  case  of  distributor  No.  9  inclination  in  either 
direction  increased  the  delivery  rate.  In  the  latter  case  when  the 
distributor  was  inclined  in  either  direction  the  effectiveness  of  the 
dished  feed  plate  in  preventing  the  fertilizer  from  flowing  freely, 
was  lost  on  the  side  of  the  hopper  toward  which  the  machine  was 
inclined,  and  the  fertilizer  was  free  to  flow  very  rapidly  over  the 
feed  plate ;  this  accounts  for  the  increased  delivery.  Distributor  No. 
8  being  of  the  positive-feed  type,  its  delivery  rate  was  not  affected 
by  inclination. 

VARIATION  IN  DISTRIBUTING  UNITS 

Table  32  shows  the  results  of  a  series  of  tests  conducted  to  deter- 
mine the  rate  of  delivery  for  each  of  the  11  distributing  units  on  No. 
1  drill  operating  simultaneously.  A  number  of  gate  openings 
throughout  the  range  of  the  machine  were  used  in  order  to  get  aver- 
age results  for  each  unit.  The  distributor  was  operated  under  atmos- 
pheric conditions  of  80  per  cent  relative  humidity  and  68°  F.,  with 
40-80  mesh  ammonium  phosphate. 

Table  32. — Variation  of  delivery  rates  of  individual  units  of  distributor  No.  1 
operating  at  slow  speed  and  its  relationship  to  gate-rod  heights 


Fertilizer  gate 

Pounds  per  acre 

delivered  by  unit  No. 

adjustment 

1 

2 

3 

4 

5 

6 

7 

8 

21 
29 
61 
62 
80 
101 

9 

10 

11 

Notch  No.  1 

45 
61 

7S 
80 

no 

135 

33 
41 
73 
89 
95 
131 

40 
45 
69 
74 
91 
112 

40 
47 
64 
66 
83 
105 

34 
43 

58 

?? 

102 

32 
37 
61 
67 
79 
104 

21 

28 
47 
55 
74 
96 

29 
28 
61 
61 
80 
105 

22 
28 
49 
66 
85 
107 

26 

Notch  No.  3 

25 

Notch  No.  7 

48 

Notch  No.  11 

66 

Notch  No.  15 

88 

Notch  No.  17 

114 

Average 

83 

77 

72 

67 

64 

62 

53 

67 

69 

60 

61 

HEIGHT  OF  FERTILIZER  GATE  ROD  ABOVE  BOTTOM  PLATE,  IN  INCHES 


Average. 


1.598     1.488     1.504     1.452     1.405     1.433     1.394     L354     1.402 


429     L457 


The  table  shows  a  marked  variation  in  delivery  rate  of  the  11 
units.  The  greatest  deliveries  occurred  from  the  units  nearest  the 
quantity  lever,  while  lower  deliveries  occurred  from  those  units 
farthest  from  the  quantity  lever.  Since  all  units  are  similarly  con- 
structed and  operated  it  is  evident  that  the  size  of  the  gate  opening 


78         TECHNICAL  BULLETIN  182,  U.  S.  DEPT.  OP  AGRICULTURE 

must  vary.  The  average  height  of  the  fertilizer  gate  rod  at  each 
unit,  which  is  indicative  of  the  gate  opening  is  also  shown  in  Table 
32.  The  individual  delivery  rates  and  corresponding  gate-rod 
heights  show  the  following  correlation: 

r=+ 0.889  ±0.043. 

This  coefficient  indicates  that  about  80  per  cent  of  the  variations  in 
delivery  between  the  separate  units  was  due  to  this  one  cause.  Since 
unit  No.  1  was  adjacent  to  the  quantity  lever  and  the  average  height 
of  gate  rod  shows  a  decrease  from  unit  No.  1  toward  unit  No.  11, 
the  conclusion  may  be  drawn  that  the  gate  rod  does  not  have  suffi- 
cient rigidity  or  was  improperly  installed.  Minor  irregularities  in 
the  fertilizer  gates  or  other  castings  are  responsible  for  the  balance 
of  the  variations. 

From  the  standpoint  of  uniform  distribution  it  is  highly  im- 
portant that  all  units  on  a  machine  distribute  approximately  the 
same  amount  of  fertilizer.  As  will  be  noticed  in  Table  32,  the 
delivery  by  certain  units  was  more  than  double  that  of  other  units, 
with  the  same  setting  of  the  machine,  which  would  be  objectionable 
under  any  circumstances.  When  the  optimum  amount  of  fertilizer 
is  being  applied,  the  average  rate  of  delivery  of  the  distributor  as  a 
whole  may  be  satisfactory,  but  the  delivery  from  certain  units  may 
be  great  enough  to  cause  considerable  damage. 

Similar  tests  with  granulated  potassium  ammonium  phosphate 
were  conducted  on  No.  2  distributor,  the  results  of  which  are  given  in 
Table  33.  Some  variation  was  found  in  the  average  delivery  rate 
for  the  different  units  which  is  in  almost  direct  proportion  to  the 
height  of  the  fertilizer  gate  above  the  bottom  plate,  indicating  that 
the  gates  were  not  uniformly  installed.  The  correlation  coefficient 
between  the  delivery  rate  for  each  unit  and  the  corresponding  gate 
height  is : 

r=+ 0.923  ±0.045. 

Therefore  about  85  per  cent  of  the  variation  is  due  to  differences  in 
height  of  the  gates. 

Table  33. — Variation  of  delivery  rates  of  individual  units  for  distributor  No.  2 
operating  at  slow  speed  and  its  relationship  to  gate-rod  heights 


Fertilizer  gate  adjustment 

Pounds  per  acre  delivered  by  unit  No. 

1 

2 

3 

4 

6 

6 

Notch  No.  1                     

187 
195 
255 
391 
543 

184 
195 
282 
420 
553 

155 
165 
244 
369 
521 

146 
168 
271 
404 
575 

152 
168 
266 
412 
553 

155 

Notch  No.  5              - 

174 

Notch  No.  10 — 

266 

Notch  No  15                                     

404 

Notch  No  20                              

553 

314 

327 

291 

313 

310 

310 

HEIGHT  OF  FERTILIZER  GATE  ABOVE  BOTTOM  PLATE,  IN  INCHES 


Average. 


0.701 


0.721 


0.685 


0.705 


0.693 


0.697 


MECHANICAL  APPLICATION   OF   FERTILIZEES 


79^ 


Distributor  No.  3  has  two  delivery  tubes  leading  from  the  distrib- 
uting unit  for  applying  fertilizer  on  both  sides  of  the  row.  The 
division  is  accomplished  by  permitting  the  stream  of  fertilizer  com- 
ing from  the  plow  to  fall  on  the  fixed  junction  of  the  tubes.  How- 
ever, the  center  of  mass  of  the  stream  of  fertilizer  will  change  with 
different  fertilizers  and  at  different  rates  of  delivery.  A  series  of 
tests  with  five  different  kinds  of  fertilizers  and  at  five  different 
rates  of  deliveries  were  made  to  show  to  what  extent  division  of  the 
fertilizer  was  affected.    The  results  are  given  in  Table  34. 

Table  34. — Delivery  rates  in  pounds  per  acre  of  various  fertilizers  hy  right  and 
left  tubes  of  distributor  No.  3 


Notch  No. « 

Ammonium 
sulphate 

Potassium 
nitrate 

Superphos- 
phate 

3-9-3  commer- 
cial 

8-12-20  com- 
mercial 

Right 
tube 

Left 
tube 

Right 
tube 

Left 
tube 

Right 
tube 

Left 
tube 

Right 
tube 

Left 
tube 

Right 
tube 

Left 
tube 

1 

Pounds 
178 
193 
223 
374 
601 

Pounds 
226 
282 
347 
375 
477 

Pounds 
147 
209 
376 
597 
972 

Pounds 
170 
211 
229 
350 
542 

Pounds 
273 

279 
340 
461 
635 

Pounds 
152 
257 
367 
565 
774 

Pounds 
136 
168 
238 
475 
608 

Pounds 
173 
225 
263 
402 
445 

Pounds 
191 
240 
e90 
968 
1,368 

Pound* 

184 

2 

244 

3 

286 

4 

776 

6 

1,014 

1  Notch  refers  to  the  position  of  the  fertihzer  plow  as  indicated  on  an  arbitrary  scale  placed  on  the  hopper 
during  the  experiment. 

When  the  sum  of  the  delivery  rates  of  the  two  tubes  was  approxi- 
mately 600  pounds  per  acre,  all  the  fertilizers  seemed  to  be  quite 
evenly  divided.  When  the  rate  of  delivery  was  low  a  greater  pait 
of  the  fertilizer  passed  over  the  feed-plate  wall  at  a  point  near  the 
plow  and  into  the  left  tube,  and  when  the  delivery  rate  was  high  the 
fertilizer  piled  up  for  a  considerable  distance  in  front  of  the  plow 
and  flowed  over  the  plate  wall  in  a  wide  stream,  the  greater  part 
passing  into  the  right  tube,  except  in  the  case  of  the  superphosphate. 
This  fertilizer  was  finely  powdered  and  somewhat  damp.  At  low 
rates  of  delivery  some  of  it  adhered  to  the  front  of  the  plow  and 
diverted  the  flow  over  the  plate  wall  at  such  a  point  so  that  the 
greater  part  fell  into  the  right  tube.  At  high  rates  of  delivery  this 
fertilizer  had  a  tendency  to  flow  as  a  column  over  the  plow,  and  a 
greater  part  of  the  delivery  was  directed  into  the  left  tube. 

A  consistent  and  significant  variation  in  the  delivery  from  the 
tubes  of  distributor  No.  3  was  also  noted  from  the  standpoint  of 
segregation  according  to  size  of  particles.  The  material  used  was 
granulated  potassium-ammonium  phosphate,  and  the  delivery  rate  of 
the  machine  was  505  pounds  per  acre,  divided  196  pounds  from  the 
right  tube  and  309  pounds  from  the  left  tube.  The  percentages  of 
various  particle  sizes  as  delivered  by  each  tube  are  given  in  Table 
35.  It  will  be  observed  that  a  smaller  percentage  of  the  large  par- 
ticles and  a  greater  percentage  of  the  small  particles  were  delivered 
through  the  left  tube.  The  most  striking  variation  was  with  the 
30-50  mesh  particles,  in  which  case  15.18  per  cent  of  the  total 
delivery  from  the  left  tube  and  only  1.58  per  cent  of  that  from  the 
right  tube  consisted  of  this  size  of  material. 


80 


TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTUEE 


Table  35. — Size  distribution  of  granulated  potassium  ammonium  phosphate  as 
delivered  by  the  two  tubes  of  distributor  No.  S 


Right  tube 

Left  tube 

Particle  size  (screen  intervals) 

Mean  per 
cent 

Probable 
error,  plus 
or  minus 

Mean  per 
cent 

Probable 

error,  plus 
or  minus 

a-5                 

0.26 
22.90 
36.20 
37.69 

1.58 
.23 

1.15 

0.03 

■M 

.29 
.03 
.005 
.02 

0.29 
20.25 
21.59 
36.63 
15.18 
3.52 
2.59 

0.03 

5-10      ,  . 

.09 

10-16 

.07 

lfi-30 

.06 

30-50                —  —    - — — — 

.06 

60-100             

.04 

Through  100    

.07 

Several  other  distributors  represented  in  the  study  had  more  than 
one  distributing  unit,  but  each  unit  had  independent  adjustments, 
and  by  careful  manipulation  the  same  delivery  rates  could  be  ob- 
tained with  each  unit. 

UNRESTRICTED  FLOW  OF  FERTILIZER  THROUGH  THE  DISTRIBUTING  MECHANISM 

A  series  of  tests  was  conducted  under  controlled  conditions  to 
determine  the  size  of  gate  opening  of  distributor  No.  1  through 
which  different  kinds  of  fertilizers  would  flow  by  the  force  of 
gravity  when  the  distributing  mechanism  was  not  in  motion.  This 
study  is  significant  in  that  it  shows  the  gate  opening  at  which  the 
fertilizer  is  no  longer  under  positive  control.  The  results  are  pre- 
sented in  Table  36,  in  terms  of  the  notches  on  the  quantity-lever 
rack,  which  are  convenient  to  use  and  whose  relation  to  gate  opening 
has  been  previously  discussed  (p.  47).  The  results  show  that,  ex- 
cept in  the  case  of  sprayed  or  spherical  urea,  which  flows  more  freely 
than  the  bulk  of  the  fertilizers  sold  at  present,  unrestricted  flow 
occurred  only  at  gate  openings  corresponding  to  high  rates  of  de- 
livery. It  was  shown  in  a  previous  section  that  the  size  of  gate 
opening  through  which  spontaneous  delivery  occurs  with  this  imple- 
ment is  directly  correlated  with  the  angle  of  repose  of  the  fertilizer. 
It  will  also  be  observed  that  in  an  atmosphere  of  40  per  cent  relative 
humidity  most  of  the  materials  flowed  through  the  distributing 
mechanism,  but  only  when  the  gate  approached  its  maximum  open- 
ing ;  and  that  only  a  few  materials  flowed,  even  at  the  maximum  gate 
opening,  when  the  relative  humidity  of  the  atmosphere  was  higher 
than  60  per  cent.  Since  the  mean  relative  humidity  in  sections  of 
the  country  where  the  bulk  of  fertilizer  is  at  present  used  is  above 
60  per  cent,  unrestricted  flow  of  fertilizer  through  the  distributing 
mechanism  is  seldom  experienced  in  practice. 


MECHANICAL  APPLICATION   OF  FERTILIZEES 


81 


Table  36. — Gate  adjustment  permitting  unrestricted  flow  of  fertilizers  through 
the  distributing  mechanism  of  distributor  No.  1 


Fertilizer 


Gate  adjustment  at  percentage  relative  humid- 
ity of— 


40 

60 

60 

70 

80 

Notch 

Notch 

Notch 

Notch 

Notch 

22 
15 

S 

S 

'■! 

s 

16 

17 

22 

(') 

0) 

23 

24 

24 

27 

25 

(0 

(0 

(0 

(0 

(0 

17 

17 

18 

16 

17 

5 

5 

9 

14 

(») 

17 

18 

22 

(') 

(') 

% 

(0 
(1) 

(0 

(0 

<■ 

^li 

21 

26 

(') 

0) 

(») 

24 

22 

21 

24 

(') 

16 

17 

17 

21 

(0 

17 

19 

24 

Q) 

(0 

23 

23 

24 

25 

30 

(0 

(0 

(0 

(0 
(0 

(') 

18 

18 

20 

(»l 

17 

18 

22 

(') 

(0 

17 

24 

(0 

0) 

0) 

24 

26 

(0 

(') 

(0 

20 

27 

30 

0) 

(0 

26 

28 

(0 

(0 

(0 

20 

20 

20 

(0 

(0 

23 

24 

26 

27 

s 

18 

18 

20 

24 

18 

18 

20 

(0 

(0 

26 

30 

(1) 

(0 

(0 

21 

24 

(1) 

(») 

(0 

20 

22 

(0 

(0 

(0 

90 


Ordinary  fertilizer  materials: 

Superphosphate— 

Sulphate  of  ammonia 

Nitrate  of  soda 

Fish  scrap 

Cottonseed  meal 

Peat 

Concentrated  materials: 

Urea,  sprayed 

"Urea,  granulated 

Urea,  powdered. 

Ammonium  nitrate 

Leunasal  peter 

Ammo-phos 

Monoammonium  phosphate 

Diammonium  phosphate 

Triple  superphosphate 

Potassium-ammonium  phosphate. 

Monopotassium  phosphate 

Potassium  nitrate 

Trona  potassium  chloride 

Ordinary  commercial  mixtures: 

:^-8-5 

3-9-3 


Notch 

(») 

(») 
(») 
(») 


Concentrated  commercial  mixtures: 

4-16-10 

4-24-4 

8-16-8  

10-16-14. 

Concentrated  mixtures: 

No.  3 

No.  4 

No.  6 


>  No  unrestricted  flow  at  maximum  gate  opening. 

*  Too  damp  for  testing. 

•  Decomposed. 

If  an  attempt  is  made  in  dry  weather  to  distribute  more  than  600 
pounds  per  acre  of  free-flowing  fertilizer  with  this  type  of  machine, 
one  should  make  sure  that  the  material  is  not  escaping  from  the 
distributor  while  it  is  idle. 

In  other  types  of  distributors  free-flowing  fertilizer  may  or  may 
not  pass  through  the  distributing  mechanism  when  the  machine  is 
not  in  operation.  For  instance,  distributors  like  Nos.  3,  6,  and  8  are 
not  subject  to  unrestricted  flow  of  the  fertilizer  through  the  dis- 
tributing mechanism,  since  there  is  no  opportunity  for  free  passage 
of  the  material  into  the  delivery  tube  by  gravity  flow; 

Some  difficulty  was  experienced  with  all  types  of  distributors,  due 
to  free-flowing  fertilizer  escaping  through  small  openings  in  the 
hopper.  Under  ordinary  conditions  commercial  fertilizers  usually 
do  not  flow  freely  enough  to  give  much  trouble  in  this  respect. 

USE  OF  AGITATORS 


Delivery  rate  was  not  affected  by  the  use  of  an  agitator  with  high- 

drillability  fertilizers,  and  was  affected  appreciably  only  when  the 

fertilizer  was  in  such  condition  as  to  bridge  over  the  delivering 

mechanism.    When  the  fertilizer  had  exceptionally  low  drillability 

98734—30 6 


82  TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTUEE 

the  agitator  revolved  within  the  mass  without  breaking  down  the 
bridge  or  effecting  any  separations. 

Table  37  compares  delivery  rates  of  distributor  No.  1,  with  and 
without  the  agitator,  for  five  selected  materials  under  various  rel- 
ative-humidity conditions.  Since  the  agitator  does  not  affect  de- 
livery in  the  case  of  high-drillability  fertilizers,  only  those  materials 
which  have  comparatively  low  drillability  when  in  equilibrium  with 
from  50  to  70  per  cent  relative  humidity  conditions  were  selected. 
The  distributor  was  operated  at  a  gate  opening  corresponding  to 
notch  10  and  at  slow  feed- wheel  speed. 

Table  37. — Delivery  rates  of  various  fertilizers  hy  distributor  No.  1,  with  and 
without  agitator^  at  different  relative  humidities 


Pounds  per  acre  delivered  at  percentage  relative 
humidity  of— 

FertUizer 

50 

60 

70 

With  agi- 
tator 

Without 
agitator 

With  agi- 
tator 

Without 
agitator 

With  agi- 
tator 

Without 
agitator 

Urea  ammonium  phosphate 

70.28 
82.41 
125.23 
67.37 
66.79 

70.42 
82.47 
125. 45 
60.84 
67.66 

69.26 
80.73 
93.22 
68.53 
64.03 

66.50 
69.12 
82.76 
65.32 
61.13 

33.69 
64.90 

^.« 

45.74 

6.81 

Sulphate  of  ammonia 

61.65 

Nitrate  of  soda 

<?0  4, 

12-6-2 

»-0-6 

6.52 

>  Fertilizer  too  damp. 

The  agitator  had  little  or  no  effect  on  delivery  rate  at  50  per 
cent  relative  humidity  when  the  fertilizers  flowed  freely;  that  it 
increased  the  delivery  rate  slightly  at  60  per  cent  relative  humidity 
when  the  fertilizer  was  bridging  to  some  extent;  and  that  it  in- 
creased delivery  rate  greatly  when  the  relative  humidity  was  70 
per  cent.  In  this  last  case  the  fertilizer  was  bridging  badly  and 
could  scarcely  be  delivered  without  the  use  of  an  agitator. 

While  the  agitator  makes  possible  the  drilling  of  fertilizers  which 
otherwise  could  not  be  drilled,  it  does  not  completely  compensate 
for  the  decrease  in  delivery  rate  due  to  low  drillability. 

FEED-WHEEL  SPEED 

The  delivery  rate  of  distributor  No.  1  was  recorded  for  both  slow 
and  fast  feed-wheel  speeds  during  several  complete  series  of  tests 
under  controlled  conditions.  The  two  speeds  provided  have  a  ratio 
of  1:4.55.  The  ratio  of  the  observed  delivery  rates,  as  taken  from 
the  average  of  a  large  number  of  materials  tested  under  various 
atmospheric  conditions,  was  identical  with  that  of  the  feed-wheel 
speeds,  although  in  individual  cases  the  ratio  varied  as  much  as  5 
per  cent  from  the  average. 

The  delivery  ratio  decreased  as  the  gate  opening  was  increased 
^with  fertilizers  in  good  drillable  condition.  When  the  gate  opening 
approached  the  point  where  the  fertilizer  began  flowing  unrestrict- 
edly through  the  distributing  mechanism,  the  delivery  ratio  for 
slow  and  fast  feed-wheel  speed  was  low,  ranging  from  4.37  to  4.49. 
This  apparently  was  due  to  some  additional  delivery  resulting  from 


MECHANICAL  APPLICATION  OF  FERTILIZEES 


83 


I 


the  force  of  gravity  when  the  machine  was  put  into  motion.  Since 
the  additional  delivery  was  approximately  the  same  for  both  speeds, 
the  ratio  between  the  delivery  rates  is  thereby  decreased. 

POSITIVE  ACTION  OF  THE  DISTRIBUTING  MECHANISM 

Many  distributors  of  the  bottom-delivery  type  have  distributing 
mechanisms,  which  it  is  claimed,  give  forced  feed,  when  as  a  matter 
of  fact  they  do  so  only  partially.  These  machines  may  be  divided 
into  two  classes. 

In  the  first  class  are  those  having  some  means  of  positively  deliv- 
ering a  portion  of  the  material.  To  increase  the  delivery  rate,  the 
opening  is  usually  enlarged  by  a  gate  which  permits  a  greater  grav- 
ity flow  of  the  substance.  When  the  physical  properties  of  the 
fertilizer  are  such  that  the  material  will  not  flow  by  gravity,  the 
delivery  rate  can  not  be  materially  increased  above  that  due  to  posi- 
tive action. 

As  was  previously  stated,  damp  urea,  was  delivered  by  distributor 
No.  1  at  practically  the  same  rate  regardless  of  the  gate  adjustment. 
Another  experiment  was  conducted  which  shows  that  the  delivery 
rate  of  damp  materials  depends  almost  entirely  upon  the  amount  of 
positive  action  of  the  distributing  mechanism.  The  results  as  given 
in  Table  38  show  the  delivery  rates  of  the  3-9-3  mixture,  by  three 
types  of  feed  wheels  in  comparison  with  the  manufacturer's  rating 
for  various  gate  adjustments.  The  three  types  of  feed  wheels  used 
were  (1)  smooth  wheel;  that  is,  a  standard  wheel  with  the  teeth 
removed;  (2)  regular-equipment  wheels;  and  (3)  broad-teeth  wheels 
(special  equipment).  The  material  was  in  equilibrium  with  an 
atmosphere  of  80  per  cent  relative  humidity  and  a  temperature 
of  68°. 

Table  38. — Delivery  rates  ly  distributor  No.  1  of  the  S-9S  commercial  fertilizer 
in  equilibrium  vnth  80  per  cent  relative  humidity,  by  different  degrees  of 
positive  action,  as  compared  with  manufacturer's  rating 


Tooth-face  dimensions 

Manu- 

Gate adjustment 

No  teeth 

0.16  by 
0.98  inch 

0.39  by 
1.1  inches 

facturer's 
rating 

Notch  No.  1 

Pounds  per  acre 
None 

Pounds 
per  acre 
7.12 
8.13 
8.13 
8.71 
11.03 
14.08 
17.28 

Pounds 
per  acre 
20.76 
27.30 
29.04 
29.62 
33.11 
38.04 
40.51 

Pounds 
per  acre 
30 

Notch  No  5                                                    

do 

45 

Notch  No.  10                             

do 

80 

Notch  No.  15               

do 

11« 

Notch  No  20                                                    -  - 

do 

3 

Notch  No  25                                       — 

do .— . 

Notch  No.  30                   

do 

25a 

When  the  gates  were  opened  the  increase  in  delivery  rate  was 
very  small  as  compared  with  the  manufacturer's  rating.  The  ef- 
fective area  of  each  tooth  on  the  regular  and  broad-teeth  wheels 
upon  which  positive  action  depends,  was  0.157  and  0.429  square 
inch,  respectively.  The  delivery  rates  were  in  practically  the  same 
proportion  as  these  areas,  and  no  delivery  was  obtained  with  smooth 
wheels  that  had  no  positive  action.    This  indicates  that  the  delivery 


84  TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTUEE 

of  materials  of  poor  drillability  is  almost  entirely  dependent  upon 
the  positive  action  of  the  dispensing  parts. 

In  the  second  class  are  those  machines,  of  which  No.  4  is  an  ex- 
ample, that  have  a  means  of  positively  delivering  the  fertilizer  into 
the  delivery  tube  but  which  depend  almost  entirely  upon  gravity  to 
transfer  the  material  from  the  hopper  to  the  positive-acting  parts. 
In  this  case  the  delivery  rate  for  each  adjustment  of  the  fertilizer 
gate  will  depend  to  a  large  extent  upon  the  gravity  flow  of  the  mate- 
rial. A  damp  material  that  does  not  flow  by  gravity  will  be  delivered 
at  a  greatly  reduced  rate  or  not  at  all,  as  has  been  shown  in  Table  26. 

Top-delivery  types  of  distributors  are  wholly  positive  in  their 
action. 

UNIFORMITY  OF  DISTRIBUTION 

The  manner  of  applying  fertilizers  to  crops  has  considerable 
effect  upon  the  results  to  be  obtained  from  their  use.  This  may  be 
considered  from  two  standpoints:  (1)  The  position  of  the  fertilizer 
in  reference  to  the  seed,  and  (2)  the  uniformity  of  distribution. 
The  subject  has  been  carefully  studied  from  the  first  standpoint  by 
a  number  of  investigators,  and  Truog  and  Jensen  (21  p,  33-55) 
have  published  an  extended  bibliography  of  such  work. 

From  theoretical  considerations  the  application  of  the  same 
amount  of  fertilizer  to  each  plant  appears  to  be  as  important  as  the 
particular  location  of  variable  amounts  with  respect  to  the  seed^ 
provided  the  fertilizer  is  not  in  contact  with  the  seed.  The  desirabil- 
ity of  uniform  distribution  for  securing  the  most  profitable  returns 
has  long  been  recognized  {15),  The  subject  has  received  practically 
no  attention,  however,  from  research  workers,  so  far  as  one  can 
judge  from  the  literature — a  condition  probably  due  to  the  conviction 
that  distributors  generally  apply  fertilizers  very  evenly.  The  fact 
that  they  do  not  has  been  recognized  in  Germany,  but  only  in  a 
qualitative  way.  Fischer  {8)  points  out  the  great  difficulty  of  ob- 
taining satisfactory  distribution  of  small  quantities  of  fertilizer  in 
good  condition,  and  the  impossibility  of  obtaining  it  when  the  fertil- 
izers are  damp.  He  also  discusses  several  types  of  German  distribu- 
tors in  this  respect.  Mertens  {17)  likewise  found  that  distributors 
did  not  give  uniform  distribution. 

Damp  or  finely  powdered  substances  or  those  composed  of  oblong 
crystals  will  not  flow  freely,  if  at  all.  Distributors  differ  in  the  way 
they  handle  fertilizers  that  will  not  flow,  but  in  practically  every 
such  case  the  fertilizer  is  delivered  more  or  less  irregularly.  For 
example,  slightly  damp,  powdered  urea  was  found  to  issue  from  the 
delivery  spouts  of  a  star-wheel  type  distributor  only  when  a  tooth 
of  the  feed  wheel  passed  over  the  opening  in  the  bottom  plate.  Such 
delivery  is  very  unsatisfactory  because  as  much  as  an  ounce  of  ferti- 
lizer may  be  dropped  in  one  spot  while  in  the  succeeding  5  or  10 
feet  none  is  applied.  This  is  an  extreme  case,  but  in  the  best  results 
obtained  during  the  entire  series  of  tests  in  this  study  the  average 
deviation  was  6.33  per  cent  from  the  mean  and  at  least  1  out  of  every 
10  intervals  of  delivery  used  in  calculating  this  average  deviated 
more  than  15  per  cent. 


MECHANICAL  APPLICATION   OF  FERTILIZEES  85 

To  obtain  the  greatest  profit  from  the  use  of  fertilizers,  it  is  neces- 
sary that  each  plant  shall  receive  the  right  amount  of  food.  Ac- 
cording to  the  law  of  diminishing  returns,  an  excess  over  the  most 
profitable  application  may  still  produce  an  increase  in  crop  yield, 
but  perhaps  not  enough  to  pay  for  the  additional  fertilizer.  A  still 
higher  excess  will  prevent  germination  of  the  seed  or  injure  the 
plant  by  inducing  plasmolysis  or  other  disorder.  When  one  cal- 
culates the  most  profitable  rate  of  application  of  a  given  fertilizer 
for  a  given  crop  it  is  on  the  assumption  that  each  individual  plant 
will  receive  its  proportionate  share.  If  the  fertilizer  is  distributed 
over  the  field  in  such  a  way  that  the  feeding  areas  of  some  plants 
receive  from  two  to  five  times  as  much  as  the  average  amount,  while 
the  roots  of  others  are  able  to  obtain  none,  it  is  clear  that  the  profits 
accruing  from  its  use  must  be  far  below  the  maximum. 

Uniformity  of  distribution  is  most  necessary  when  heavy,  appli- 
cations are  made,  for  then  still  heavier  rates  at  certain  points  may 
prevent  germination  or  during  a  drought  may  kill  the  plant. 

By  using  concentrated  fertilizers  it  is  possible  to  make  mixtures 
containing  four  or  five  times  the  amount  of  plant  food  found  in 
ordinary  commercial  mixtures.  The  replacement  of  the  present 
mixed  goods  by  concentrated  mixtures  in  general  farm  practice 
rneans  that  from  50  to  100  pounds  of  fertilizer  per  acre  must  be 
distributed  for  small  grains  if  the  relative  amount  of  plant  food  ap- 
plied is  to  be  the  same  as  at  present.  Most  of  the  distributors  now 
available  for  this  work  are  capable  of  distributing  even  smaller 
ainounts.  The  minimum  setting  of  the  delivery  mechanism  of  grain- 
drill  attachments  will  usually  give  25  to  40  pounds  per  acre.  At 
these  low  rates,  however,  greater  irregularity  of  distribution  occurs. 

With  crops  such  as  corn,  cotton,  tobacco,  and  many  vegetables, 
heavier  applications  of  fertilizer  are  usually  employed ;  and  the  feed- 
ing area  of  the  roots  being  much  greater,  it  is  not  quite  so  difficult 
to  apply  the  desired  quantity  of  fertilizer  to  each  plant. 

Several  of  the  distributors  were  run  at  both  high  and  low  rates 
of  application,  and  the  percentage  deviations  from  the  mean  appli- 
cation per  foot  were  determined.  The  results  are  compared  in 
Table  39.  All  of  the  implements  except  No.  8  gave  materially  bet- 
ter distribution  at  the  higher  rates.  In  the  case  of  the  fertilizer 
having  a  drillability  score  of  95,  the  lack  of  uniformity  was  due  to 
the  imperfections  of  the  distributors  or  to  jarring  of  the  machine. 
These  factors  functioned  to  about  the  same  extent  at  all  delivery 
rates  with  most  distributors,  and  hence  their  effects  were  not  pro- 
portionally so  great  at  the  higher  rates.  This  fact  should  be  borne 
in  mind  in  considering  the  percentage  deviations  of  the  various 
distributors  as  shown  in  Table  26,  for  the  capacities  of  the  different 
distributors  were  so  different  that  what  would  be  a  maximum  de- 
livery rate  for  one  machine  was  a  minimum  rate  for  another.  The 
implement  which  must  apply  relatively  small  quantities  is  thus  at 
a  disadvantage. 


86  TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  39. — Effect  of  delivery  rate  of  95  drillability  fertilizer   {centrifugally 
sprayed  potassium  nitrate)  on  uniformity  of  distribution 


Distributor  No. 

Rate 

Maximum 
delivery 

Minimum 
deUvery 

Average 
deviation 

1 

Pints  per 
acre 
/            103 
\            452 
f              81 
1             622 
f            221 
\            914 
/              36 
1             270 
107 
\             437 

Pounds  per 

acre 

127 

655 

100 

764 

271 

1,122 

44 

331 

132 

637 

Orams  per 
foot 
1.30 
4.52 
1.38 
9.45 

13.69 

50.19 
2.29 

14.29 
5.88 

24.00 

Grams  per 

foot 

0.26 

1.91 

.28 

1.57 

6.26 

29.11 

.89 

10.10 

3.95 

15.96 

Per  cent 

33.79 

23.37 

42.40 

38.38 

21.77 

12.94 

19.54 

6.33 

8.88 

8.34 

2               

3 ^. 

6                      

8 

A  consideration  of  tlie  experiments  made  in  this  study  leads  to 
the  conclusion  that,  for  most  of  the  distributors  now  on  the  market, 
the  nearest  approach  to  uniform  distribution  will  be  made  with  fer- 
tilizers of  20-mesh  grained  particles  having  approximately  uniform 
dimensions.  Such  particles  will  drill  well  even  when  slightly  damp, 
while  the  same  material  containing  a  considerable  percentage  of 
particles  finer  than  80  mesh  will  be  undrillable  when  damp  and  will 
give  only  poor  to  fair  results  when  dry. 

Hygroscopic  salts  after  becoming  damp  not  onljr  can  not  be  applied 
uniformly  to  the  soil  but  may  be  entirely  undrillable.  Such  salts 
can,  in  some  cases,  be  applied  with  greater  uniformity  and  less  trou- 
ble by  first  dissolving  them  in  water.  The  combined  weight  or  bulk 
of  concentrated  fertilizers  like  calcium  nitrate,  ammonium  nitrate, 
or  urea  plus  the  necessary  water  to  dissolve  them  would  be  consider- 
ably less  than  that  of  dry  ordinary  fertilizers  of  equal  plant-food 
content.  For  instance,  at  ordinary  temperatures  100  pounds  of 
water  will  completely  dissolve  more  than  200  pounds  of  ammonium 
nitrate.  Three  hundred  pounds  of  this  solution  contains  nitrogen 
equivalent  to  that  contained  in  more  than  400  pounds  of  dry  sodium 
nitrate  or  about  1,000  pounds  of  cottonseed  meal. 

For  general  farm  crops,  the  application  of  highly  soluble  ferti- 
lizers in  solution  would  be  practicable,  if  at  all,  only  under  special 
circumstances,  but  the  prospects  for  truck  crops  which  are  inten- 
sively farmed  are  more  promising.  In  transplanting  tobacco,  cab- 
bage, strawberry,  sweetpotato,  pepper,  tomato,  and  certain  other 
plants,  machines  with  attachments  for  watering  each  plant  are  used. 
Ordinarily  about  one-half  pint  of  water  is  applied  to  each  plant, 
and  thus  from  3  to  20  barrels  of  water  per  acre  are  used  according 
to  the  condition  of  the  soil  and  the  kind  of  plant.  Some  of  these 
machines  are  also  provided  with  fertilizer  attachments  which  deliver 
dry  commercial  fertilizer  near  each  plant.  Wholly  soluble  materials 
could  be  placed  in  the  water  reservoir  without  difficulty,  but  ferti- 
lizers containing  insoluble  matter  would  soon  clog  the  gusher.  Sixty 
pounds  of  urea  was  thus  applied  during  the  course  of  these  experi- 
ments in  setting  out  an  acre  of  tobacco  plants,  and  with  excellent 
results.  Throughout  the  trucking  section  of  New  Jersey  and  in 
some  parts  of  a  few  other  States  where  intensive  agriculture  is  fol- 
lowed overhead  irrigation  is  practiced.  Fertilizers  are  sometimes 
applied  to  growing  crops  with  these  sprinkling  systems.    The  method 


MECHANICAL   APPLICATION   OF   FERTILIZERS  87 

consists  of  suspending  a  bag  of  soluble  fertilizer,  like  sodium  nitrate, 
in  the  tank  from  which  water  is  being  pumped.  When  the  bag  has 
collapsed  it  is  removed,  the  insoluble  dirt  being  retained  in  it. 
When  sufficient  fertilizer  has  been  applied,  pure  water  is  pumped 
for  a  few  minutes  to  wash  all  fertilizer  from  the  leaves  of  the  grow- 
ing plants.  Usually  about  200  pounds  per  acre  is  applied  in  this 
way.  Those  who  use  this  method  claim  no  difficulty  is  experienced 
and  better  distribution  of  the  fertilizer  is  secured  with  much  less 
labor  than  would  be  possible  with  the  usual  method  of  side  dressing 
by  hand. 

GENERAL  RESULTS  AND  RECOMMENDATIONS 

The  drillability  of  a  fertilizer  depends  upon  its  properties  and 
physical  form  and  upon  the  conditions  of  the  atmosphere  in  which  it 
has  been  stored. 

These  various  causative  factors  operate  in  two  ways  to  influence 
distribution  by  machinery.  (1)  They  establish  the  delivery  rate 
from  a  given  distributor  with  a  fixed  setting  of  the  delivery  mecha- 
nism, and  (2)  they  determine  the  degree  of  uniformity  of  distri- 
bution. 

A  distributor  does  not  deliver  all  fertilizers  at  the  same  rate  at 
any  given  adjustment  of  the  machine.  The  differences  in  delivery 
rate  by  weight  at  relative  humidities  of  50  per  cent  or  lower  are 
due  principally  to  differences  in  apparent  specific  gravity  and  to 
the  kind  of  particles  composing  the  fertilizer.  At  humidities  above 
50  per  cent  moisture  content  is  the  most  important  factor. 

The  delivery  rate  of  most  distributors  varies  inversely  with  the 
percentage  of  moisture  the  fertilizer  contains.  The  quantity  of 
water  necessary  to  render  a  fertilizer  undrillable  varies  with  the 
material  and  the  type  of  distributor. 

In  general  it  may  be  said  that  no  fertilizer  can  be  distributed 
satisfactorily  except  as  a  solution,  if  it  has  been  freely  exposed  for 
a  short  time  in  an  atmosphere  having  a  relative  humidity  higher 
than  its  hygroscopic  point.  In  this  respect,  however,  one  can  not 
make  categorical  statements  about  concentrated  or  ordinary  ferti- 
lizers. As  a  class  fertilizer  nitrates  (except  potassium  nitrate) ,  both 
low  grade  and  concentrated,  are  all  highly  hygroscopic.  On  the  other 
hand,  fertilizer  phosphates  as  a  class  are  quite  nonhygroscopic  when 
containing  no  free  phosphoric  acid,  and  can  usually  be  handled  satis- 
factorily in  all  types  of  distributors  if  their  physical  properties  are 
suitable.  Concentrated  potash  salts  are  nonhygroscopic,  but  those 
of  low  grade,  such  as  manure  salts,  are  likely  to  give  trouble  in 
distribution,  owing  to  the  presence  of  calcium  and  magnesium  salts 
as  impurities. 

Unless  sealed  in  an  air-tight  container,  a  fertilizer  in  a  few  months 
will  contain  approximately  the  amount  of  moisture  that  corresponds 
to  the  mean  relative  humidity  of  the  air  in  which  it  is  stored.  If  it 
is  freely  exposed  to  the  air — as  when  being  poured  into  a  fertilizei 
distributor — its  moisture  content  will  change  appreciably  within  a 
few  minutes  and  will  approach  equilibrium  in  several  hours. 

In  the  Rocky  Mountain  and  Pacific  Coast  States,  except  those  sec- 
tions bordering  on  the  coast,  the  mean  summer  relative  humidity 


88  TECHNICAL  BULLETIN   18  2,  U.  S.  DEPT.  OF  AGRICLlTUKE 

ranges  from  40  to  60  per  cent.  Relatively  little  fertilizer  is  used  in 
these  States  at  present,  but  except  under  unusual  circumstances  no 
trouble  should  be  experienced  because  of  hygroscopicity  in  distrib- 
uting any  of  the  fertilizers  mentioned  in  this  bulletin  in  the  semiarid 
sections.  On  the  other  hand,  in  the  New  England,  Atlantic,  and  Gulf 
Coast  States,  where  the  bulk  of  the  fertilizer  used  in  this  country  is 
consumed,  the  mean  spring  and  summer  relative  humidities  are  usu- 
ally between  70  and  85  per  cent.  In  these  States  only  a  few  fertilizer 
materials — such  as  superphosphate  containing  no  free  acid,  mono- 
ammonium  phosphate,  monopotassium  phosphate,  potassium  sul- 
phate, and  the  organic  ammoniates — may  be  stored  without  special 
precautions  for  any  length  of  time  and  remain  in  a  satisfactorily 
drillable  condition.  However,  even  in  this  region  the  relative  hu- 
midity on  sunny  days  frequently  falls  below  50  per  cent  in  mid- 
afternoon. 

The  drillability  of  fertilizers  over  the  range  of  temperatures  used 
in  this  study  (50°  to  86°  F.)  was  best  at  the  lowest  temperatures, 
when  other  factors  were  held  constant,  but  the  effect  of  temperature 
was  very  small  in  comparison  to  that  of  humidity.  Since  relative 
humidity  ordinarily  falls  rapidly  with  rise  in  temperature,  and  vice 
versa,  it  usually  is  most  advantageous  for  best  distribution  to  apply 
hygroscopic  fertilizers  in  the  hottest  part  of  the  day. 

Very  hygroscopic  materials  may  be  distributed  without  serious 
difficulty  in  fairly  humid  weather  by  the  present  types  of  machinery 
if  certain  precautions  are  taken  in  their  manufacture  and  handling. 
The  material  for  such  distribution  should  be  manufactured  in  a  gran- 
ular form  and  should  contain  relatively  few  particles  smaller  than 
80  mesh ;  it  should  be  dried  thoroughly  and  packed  in  moisture-proof 
bags  with  instructions  to  the  farmer  not  to  open  the  bag  until  ready 
to  apply  the  fertilizer  to  the  soil ;  when  opened  the  fertilizer  should 
be  exposed  to  the  air  as  little  as  possible  and  applied  without  delay. 
A  200-pound  bag  of  calcium  nitrate  thus  prepared  by  a  German  con- 
cern was  successfully  distributed  by  the  authors  with  a  grain-drill 
attachment  on  the  Arlington  Experiment  Farm,  Rosslyn,  Va.,  when 
the  humidity  was  at  70  per  cent. 

In  some  sections  sodium  nitrate  and  ammonium  sulphate  are  used 
for  top-dressing  pastures  and  orchards,  as  well  as  for  side  dressings 
to  truck  crops  during  the  growing  season.  Practically  all  of  this  is 
applied  by  hand  or  with  a  shovel.  Farmers  who  attempt  to  apply 
these  materials  with  machines  usually  do  not  succeed  because  the 
fertilizer  is  too  damp  and  either  fails  to  be  delivered  or  is  delivered 
too  irregularly.  Considerable  difficulty  also  has  been  experienced  in 
applying  these  and  other  hygroscopic  fertilizer  materials  to  the 
soil  in  Europe.  On  the  other  hand,  such  materials,  either  alone  or 
mixed  with  superphosphate,  are  applied  successfully  with  drills  in 
certain  sections.  This  is  satisfactory  when  the  material  is  kept  dry 
until  used. 

The  delivery  rate  with  certain  distributors  varies  with  particle 
size.  The  quantity  per  acre  applied  with  a  given  setting  of  the 
niechanism  is  at  a  maximum  with  coarse,  dry  materials  and  falls  off 
either  when  the  size  of  the  grains  decreases  or  when  the  moisture 
content  increases.  With  damp,  powdered  fertilizers  a  very  low 
delivery  rate  will  be  obtained,  if  any  at  all,  when  gravity  is  in- 


MECHANICAL  APPLICATION   OF  FERTILIZERS  89 

volved  in  any  way  in  the  operation  of  the  distributor.  In  general, 
less  variation  in  delivery  rate  with  changes  in  moisture  content  was 
found  with  particles  coarser  than  20-mesh  than  with  those  of 
smaller  size. 

The  nearest  approach  to  uniformity  of  distribution  will  be  ob- 
tained with  fertilizers  which  are  homogeneous  with  respect  to  the 
size,  shape,  and  specific  gravity  of  particles.  In  general  these  par- 
ticles will  give  best  results  when  they  are  about  20-mesh  in  size  and 
roughly  rounded  in  form. 

Powdered  fertilizers  give  trouble  not  only  when  damp  but  also 
when  quite  dry  on  account  of  dustiness.  When  dry,  powdered  mate- 
rial is  blown  from  the  hopper  and  delivery  tubes,  and  the  irritating 
dust  is  very  objectionable  to  the  operator  and  horses.  Calcium  cyana- 
mide,  Thomas  slag,  and  superphosphate  are  particularly  likely  to 
be  dusty  if  finely  ground,  and  for  this  reason  are  often  disagreeable 
to  distribute.  Dustiness  is  especially  objectionable  with  calcium 
cyanamide  because  it  irritates  the  eyes  and  mucous  membranes  of 
those  exposed  to  it;  this  substance  also  injures  clothing.  In  Ger- 
many, where  much  calcium  cyanamide  is  applied  alone  to  the  soil, 
special  distributing  machines  and  filling  devices  have  been  designed 
to  prevent  the  escape  of  dust. 

The  delivery  rates  of  mixtures  both  with  and  without  conditioners 
varied  in  the  same  way.  The  8-16-8  and  4-16-10  mixtures,  which 
have  double  the  strength  of  two  of  the  ordinary  mixtures  used,  had 
better  drilling  properties  than  the  corresponding  lower  grade  mix- 
tures, although  the  latter  contained  a  higher  percentage  of  condi- 
tioner. The  present  experiments  indicate  that  conditioners  have 
little  effect  in  maintaining  good  drillability  in  atmospheres  of  high 
relative  humidity.  The  presence  of  from  5  to  10  per  cent  of  an 
insoluble  substance  as  a  conditioner  tends  to  prevent  caking  in  a 
fertilizer  subjected  to  atmospheres  in  which  the  relative  humidity 
varies  above  and  below  its  hygroscopic  point.  With  few  exceptions 
the  addition  of  any  substance  to  a  fertilizer  solely  as  a  conditioner 
is  probably  not  justified  if  the  fertilizer  is  protected  adequately  from 
exposure  to  a  relative  humidity  above  its  hygroscopic  point. 

Distributors  as  a  rule  are  best  adapted  to  fertilizers  of  from  75 
to  85  drillability  (see  p.  43),  which  comprise  the  bulk  of  commercial 
fertilizer  now  on  the  market,  when  the  materials  are  comparatively 
dry.  Some  distributors  will  not  distribute  satisfactorily  materials 
that  have  a  drillability  much  greater  than  85,  and  most  will  not  when 
the  drillability  is  less  than  65.  Satisfactory  delivery  requires  con- 
trol of  the  fertilizer,  control  of  the  delivery  rate,  and  reasonable 
uniformity  of  distribution. 

Unrestricted  flow  of  fertilizer  through  the  distributing  mechanism 
when  not  in  motion  presents  difficulties  only  with  fertilizers  of  high 
drillabilities.  Few  of  the  fertilizers  now  on  the  market  are  subject 
to  unrestricted  flow,  and  then  only  in  certain  types  of  machines 
when  the  fertilizers  are  dry  and  the  fertilizer  gate  is  set  for  a  high 
delivery  rate. 

Delivery  rate  at  any  particular  adjustment  of  the  distributor  is 
affected  by  a  number  of  conditions.  The  degree  to  which  the  rate  is 
affected  in  the  various  types  of  distributors  depends  upon  the  relative 
effects  of  gravity  and  of  positive  mechanical  action  in  moving  the 


90  TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTURE 

fertilizer  through  the  distributing  mechanism.  In  the  top-delivery 
types  of  distributors,  where  gravity  is  not  a  factor  and  the  dispensing 
action  is  positive,  delivery  rate  by  volume  does  not  vary. 

High  drillability  of  a  fertilizer  insures  a  fully  charged  dispensing 
mechanism.  With  low-drillability  materials  the  discharging  mecha- 
nism either  is  only  partially  charged  because  of  bridging  or  is  unable 
to  carry  its  full  charge  through  lack  of  positive  action. 

Head  affects  rate  of  delivery  in  any  one  or  more  of  the  following 
ways:  (1)  By  increasing  the  amount  of  fertilizer  carried  to  the 
final  discharging  element  (2)  by  increasing  the  rate  of  flow  through 
discharge  opening  and  (3)  by  compacting  the  material.  The  degree 
to  which  rate  of  delivery  is  affected  by  head  depends  primarily  upon 
the  drillability  and  texture  of  the  fertilizer.  Free-flowing  fertilizers 
transmit  and  respond  to  pressure  resulting  from  head,  but  are  not 
materially  compacted  under  ordinary  pressures.  Loose-textured 
material  responds  to  head  chiefly  by  being  compacted. 

In  types  of  distributors  having  a  revolving  plate  with  external 
plow,  where  no  positive  action  is  provided  to  discharge  the  fertilizer 
from  the  hopper,  head  has  a  considerable  influence  over  the  depth  or 
quantity  of  fertilizer  carried  to  the  plow.  Compactness  is  not  an 
important  factor  in  this  case. 

With  types  of  distributors  with  partial  positive  feed,  where  head 
exerts  its  influence  on  the  flow  of  fertilizer  through  the  delivery 
opening  or  by  compacting  the  material,  the  rate  of  delivery  may 
vary  appreciably  with  changes  of  head,  but  the  variations  will  be 
much  less  than  in  the  preceding  case.  The  rate  of  delivery  by  such 
types — which  include  the  majority  of  those  in  use — was  found  to 
vary  as  much  as  15  per  cent  with  95  drillability  fertilizer  when  the 
head  was  increased  from  1.5  to  5.5  inches. 

In  top-delivery  types  of  distributors  delivery  rate  by  weight  is 
affected  by  head  only  in  the  compacting  of  the  fertilizer  in  the 
hopper ;  this  in  most  cases  is  insignificant,  but  may  be  noticeable  with 
easily  compacted  materials. 

Generally  speaking,  when  the  depth  of  fertilizer  is  equal  to  or 
greater  than  the  width  of  the  hopper  at  the  feeding  mechanism,  a 
change  of  head  has  little  influence  on  the  delivery  rate.  For  that 
reason  it  is  essential  that  the  hopper  be  well  filled  at  all  times  if  a 
constant  delivery  rate  is  to  be  maintained. 

Inclination  of  the  distributing  mechanism  from  its  normal  operat- 
ing position  affects  the  delivery  rate  except  with  top-delivery  ma- 
chines. Thus  delivery  rate  is  likely  to  change  when  ascending  or 
descending  sloping  parts  of  a  field,  or  when  changing  depth  of 
drilling  where  such  adjustment  is  made  by  altering  the  inclination  of 
the  machine. 

The  use  of  an  agitator  in  the  hopper  influences  delivery  rate  only 
with  fertilizers  that  cake  or  bridge.  The  increase  of  delivery  rate 
obtained  by  the  use  of  an  agitator  over  that  without  it  determines  the 
effectiveness  of  the  agitator  in  preventing  caking  and  bridging.  In 
some  instances  fertilizers  may  be  drilled  at  the  desired  rate  by  the 
use  of  an  agitator  when  otherwise  it  would  be  impossible. 

The  apparent  specific  gravities  of  fertilizers  vary  greatly,  and  it 
is  not  uncommon  for  a  distributor  set  to  deliver  200  pounds  per 
acre  of  one  fertilizer  to  deliver  400  pounds  per  acre  of  another 


MECHANICAL  APPLICATION   OF   FERTILIZERS  91 

fertilizer  of  equal  drillability.  The  calibration  chart  sometimes 
attached  to  the  machine  by  the  manufacturer  is  intended  only  as  an 
approximate  guide,  for  it  does  not  take  into  consideration  either 
apparent  specific  gravity  or  physical  condition  of  the  fertilizer. 
The  operator  should  calibrate  ®  his  distributor  for  each  allotment  of 
fertilizer  and  check  the  calibration  occasionally  when  much  time  is 
required  for  its  application. 

The  maintenance  of  accurate  delivery  rates  would  be  greatly 
facilitated  if  all  distributors  were  equipped  with  land  measurers,  as 
some  of  them  now  are,  or  if  the  number  of  revolutions  of  the  main 
wheel  necessary  to  cover  1  acre  were  indicated  on  the  machine  by 
the  manufacturer;  if  the  hopper  were  graduated  on  the  inner  side 
in  such  a  manner  that  volume  delivered  might  be  read  directly  in 
pints;  if  a  graduated  scale  were  placed  on  the  quantity- adjusting 
device  for  reference  and  convenience  in  making  adjustments;  and  if 
manufacturers  of  fertilizers  would  include  on  their  labels  the  number 
of  pounds  per  100  pints  -of  contents.  The  use  of  pints  rather  than 
bushels,  quarts,  or  some  other  measure  of  volume  is  preferable  be- 
cause the  division  of  pounds  by  pints  will  give  apparent  specific 
gravities. 

Uniform  distribution  is  a  highly  important  function  for  a  dis- 
tributor. Uneven  distribution  is  due  to  characteristics  of  design  and 
lack  of  refinement  of  the  machine  and  to  poor  drillability  of  the 
fertilizer. 

Distributors  usually  have  at  least  one  revolving  member  as  an 
integral  part  of  or  directly  connected  with  the  distributing  mecha- 
nism; this  produces  a  cycle  of  delivery.  Many  distributors  have 
fingers  or  projections  for  positively  carrying  a  charge  of  fertilizer 
out  of  the  hopper ;  these  cause  impulses  of  delivery.  All  distributors 
tested  had  mechanical  imperfections  which  produced  deviations  in 
delivery.  These  various  factors  of  mechanical  construction  usually 
predominate  in  producing  variable  delivery  when  the  drillability  of 
the  fertilizer  is  above  75,  but,  although  they  continue  to  function 
with  materials  of  low  drillability,  the  physical  properties  of  the 
fertilizer  become  dominant. 

The  intervals  and  amplitudes  of  cycles  and  impulses  of  delivery 
vary  greatly  in  different  types  of  distributors.  The  amplitude  of 
cycles  and  impulses  also  varies  with  the  drillability  of  the  fertilizer. 
In  some  distributors  provision  has  been  made  to  counteract  and 
reduce  the^e  effects,  but  these  provisions  are  effective  only  to  a  lim- 
ited extent.  Where  either  impulses  or  cycles  are  due  to  the  design 
of  the  dispensing  member  it  appears  that  material  improvement  will 
be  at  the  expense  of  simplicity  of  construction  and  free  passage  of 
the  fertilizer.  Where  cycles  result  from  lack  of  precision  and  poor 
workmanship  they  may  easily  be  eliminated.     Likewise  mechanical 

»  A  distributor  may  be  calibrated  in  the  following  manner :  Having  seen  that  the  hopper 
Is  well  filled,  make  the  estimated  adjustments ;  then  raise  one  wheel  off  the  ground  and 
with  the  distributor  in  gear  turn  the  wheel  through  the  predetermined  number  of  revolu- 
tions necessary  for  the  machine  to  cover  a  certain  fmctlon  of  an  acre.  After  weighing 
the  fertilizer  delivered,  the  rate  per  acre  may  be  readily  calculated.  Wheel  slippage  In 
soft  seed  beds  prevents  the  distributor  from  delivering  quite  as  much  fortilizer  as  shown 
by  the  calibration  thus  made.  Wheel  slippage  varies,  but  may  be  assumed  as  10  per  cent 
for  wheels  over  18  inches  in  diameter  and  15  per  cent  for  wheels  less  than  18  inches  In 
diameter.  A  convenient  method  of  checlcing' the  delivery  rate  is  to  observe  the  acreage 
covered  while  distributing  a  definite  amount  of  fertilizer ;  for  example,  200  pounds. 


92  TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGRICULTURE 

imperfections,  which  may  have  a  very  significant  effect  on  uniformity 
of  distribution  at  low  rates  of  delivery,  can  be  considerably  reduced. 

Uniformity  of  distribution  does  not  necessarily  vary  directly  with 
the  drillability  of  the  fertilizer,  for  the  correlation  varies  with  the 
type  of  distributor.  The  drillability  of  a  material  for  greatest  uni- 
formity in  one  type  of  distributor  may  be  55,  and  in  another  95. 
However,  the  fact  that  a  particular  distributor  gives  greatest  uni- 
formity with  a  55-drillability  material  does  not  necessarily  mean 
that  it  delivers  a  55-drillability  material  more  uniformly  than  do 
other  types  of  distributors. 

Theoretically  a  95-drillability  fertilizer,  which  has  the  most  per- 
fect physical  form  obtainable  at  present,  should  lend  itself  to  the 
most  uniform  distribution.  Such  a  material  does  give  the  most  uni- 
form distribution  in  those  types  of  distributors  where  mechanical  ir- 
regularities are  not  pronounced.  In  general,  however,  present  types 
of  distributors  do  not  distribute  a  95-drillability  material  as  uni- 
formly as  an  85  material,  because  the  former  responds  to  mechanical 
irregularities  and  vibrations  to  a  greater  degree  and  more  decided 
deviations  in  delivery  result.  Even  minor  defects  in  the  dispensing 
parts  or  vibrations  due  to  fluctuating  chain  movement  are  indicated 
by  variations  in  delivery. 

When  the  drillability  of  a  fertilizer  is  above  that  which  gives 
greatest  uniformity  in  a  particular  type  of  distributor,  the  irregu- 
larity of  distribution  increases,  in  a  general  way,  directly  with  the 
drillability,  because  of  the  more  ready  response  of  the  fertilizer 
to  mechanical  variations. 

Present  distributors  are  not  adapted  to  low-drillability  fertilizers. 
For  a  fertilizer  the  grains  of  which  cohere,  or  which  cakes  and 
bridges  in  the  hopper,  no  adequate  provision  is  made  to  insure  uni- 
form charging  of  the  distributing  mechanism.  Low-drillability  fer- 
tilizers flow  to  the  discharging  mechanism  irregularly  because  of 
bridging  in  the  hopper,  and  because  they  resist  separation,  and 
are  not  carried  out  of  the  discharge  opening  uniformly;  nor  do 
they  leave  the  distributing  mechanism  in  the  finely  divided  state 
which  is  essential  to  uniform  distribution.  In  some  types  of  dis- 
tributors the  fertilizer  offers  such  resistance  at  the  delivery  opening 
that  it  is  compressed  into  a  rigid  column  which  sometimes  breaks  into 
lumps  too  large  to  enter  the  delivery  tube. 

In  many  cases  the  variations  in  delivery  with  a  low-drillability 
material  are  caused  almost  entirely  by  tKe  physical  properties  of 
the  fertilizer,  for  the  variations  occur  irrespective  of  mechanical 
irregularities. 

When  the  drillability  of  the  fertilizer  is  below  that  which  gives 
greatest  uniformity  in  any  particular  type  of  distributor  the  uni- 
formity of  distribution  varies  with  the  drillability  of  the  fertilizer. 

Lack  of  cohesion  between  the  fertilizer  particles  or  some  mechan- 
ical means  of  overcoming*  the  cohesion,  is  necessary  for  uniform 
distribution.  Where  some  mechanical  means  is  provided  at  the  point 
of  delivery  for  breaking  down  the  fertilizer  into  a  finely  divided 
state  greater  uniformity  is  obtained,  and  the  range  of  drillability 
at  which  fertilizers  can  be  uniformly  distributed  is  widened. 

Uniform  distribution  is  most  difficult  at  low-delivery  rates.  Since 
the  trend  seems  to  be  toward  the  use  of  concentrated  fertilizers,  dis- 


MECHANICAL  APPLICATION   OF   FERTILIZERS  93 

tribution  at  low-delivery  rates  demands  careful  consideration.  In 
this  connection  mechanical  precision  of  the  distributor  and  proper 
state  of  subdivision  of  the  fertilizer  at  the  point  of  delivery  are  of 
major  importance. 

In  further  development  of  fertilizer  distributors  the  following  are 
some  of  the  points  that  should  receive  consideration:  Low  ampli- 
tude of  cycles  or  impulses  of  delivery;  minimum  effect  of  head  and 
of  inclination  of  distributor  on  delivery  rate ;  elimination  of  gravita- 
tional flow  of  fertilizer  through  the  distributing  mechanism;  posi- 
tive delivery  action;  subdivision  of  fertilizer  at  the  point  of  de- 
livery; accuracy  and  refinement  of  dispensing  parts;  a  reference 
scale  on  the  quantity-adjustment  device;  provision  for  compara- 
tively small  changes  in  delivery  rate ;  provision  for  ready  determina- 
tion of  actual  delivery  rates;  ease  of  emptying  and  cleaning;  pro- 
tection of  the  mechanism  from  rust  and  corrosion;  and  protection 
of  the  operator  from  dust. 

CONCLUSIONS 

Drillability  of  fertilizers  and  the  construction  and  operation  of 
fertilizer  distributors  were  studied  under  controlled  conditions. 
The  principal  conclusions  to  be  drawn  from  these  experiments  may 
be  summarized  as  follows : 

Drillability  of  fertilizers  is  profoundly  affected  by  changes  in  the 
relative  humidity  of  the  atmosphere  in  which  they  are  stored,  and 
only  slightly  by  differences  in  temperature.  Drillability  is  not 
necessarily  affected  by  changes  in  absolute  humidity.  The  effects 
of  relative  humidity  and  temperature  operate  through  the  moisture 
content  of  the  fertilizer  and  their  extent  depends  upon  the  hygro- 
scopicity  of  the  fertilizer. 

AH  fertilizers  tested  are  drillable  at  .relative  humidities  below  50 
per  cent,  but  no  fertilizer  remains  drillable  when  exposed  to  a  hu- 
midity above  its  hygroscopic  point. 

Fertilizers  containing  a  considerable  proportion  of  material  finer 
than  200  mesh  are  unduly  dusty  when  dry  and  when  slightly  damp 
are  undrillable  in  most  distributors. 

Fertilizers  containing  not  less  than  90  per  cent  of  material  between 
5  and  80  mesh  in  size  usually  are  drillable  at  all  humidities  5  per 
cent  or  more  below  their  hygroscopic  points. 

When  a  mixed  fertilizer  is  heterogeneous  with  respect  to  the  size, 
shape,  or  specific  gravity  of  the  particles  of  its  components,  the  ma- 
terials separate  more  or  less  during  distribution,  and  the  ratio  of 
the  plant-food  elements  delivered  may  change  markedly  from  time 
to  time. 

The  drillability  of  a  fertilizer  varies  inversely  with  the  kinetic 
angle  of  repose.  Fertilizers  with  a  kinetic  angle  of  repose  greater 
than  55°  usually  are  undrillable. 

Fertilizers  with  an  angle  of  repose  of  about  40°  and  composed  of 
20-mesh  rounded  grains  with  rough  surfaces  are  best  adapted  to 
present  types  of  distributors. 

Distributors  deliver  by  volume  rather  than  by  weight ;  hence  their 
delivery  rate  by  weight  varies  with  the  apparent  specific  gravity  of 
the  fertilizer. 


94  TECHNICAL  BULLETIN   182,  U.  S.  DEPT.  OF  AGBICULTUKE 

Delivery  rate  from  bottom-delivery  machines  also  varies  greatly 
with  changes  in  drillability  of  the  fertilizer,  changes  in  depth  of  the 
material  in  the  hopper,  and  differences  in  the  inclination  of  the  dis- 
tributor. The  amount  of  low-drillability  fertilizer  discharged  de- 
pends to  a  great  extent  upon  the  amount  of  positive  action  of  the 
mechanism.  Variations  in  delivery  rate  due  to  changes  of  head  are 
greatest  when  the  depth  of  material  is  low.  Tilting  a  distributor 
toward  the  discharge  opening  increases  delivery  rate,  and  vice  versa. 

Delivery  rate  by  volume  does  not  vary  in  top-delivery  distributors. 

The  uniformity  of  distribution  varies  with  the  design  and  me- 
chanical refinement  of  the  distributor  and  with  the  drillability  of  the 
fertilizer.  Cycles  and  impulses  of  delivery  are  the  principal  causes 
of  the  irregular  distribution  of  free-fiowing  fertilizer.  Fertilizers 
of  low  drillability  are  delivered  unevenly  by  all  types  of  distributors. 

LITERATURE  CITED 

(1)  Anonymous. 

1838-39.  MACHINE  FOR  SOWING  LIME.    Cultivator  5 :  59. 

(2)  

1848.  seymcub's  machine.    Cultivator  (n.  s.)  5:190,  illus. 

(3)  

1879.  IMPROVED  FARM  MACHINERY — ^v.     Country  Gent.  44 :  2,  illus. 

(4)  Adams,  J.  R.,  and  Merz,  A.  R. 

1929.   THE      HYGROSCOPICITY      OF     FERTILIZER      MATERIALS      AND      MIXTURES. 

Indus,  and  Engin.  Chem.  21 :  305-307,  illus. 

(5)  Allen,  J.  T, 

1879-86.   ALLEN'S  DIGEST  OF  SEEDING  MACHINES  AND  IMPLEMENTS  PATENTED 
IN     THE    UNITED     STATES      ...  I.      1800-79 1  1-1326,     lllUS.  ; 

II.     1879-82 :  1327-1728 ;     III.     1882-85 :  1729-2295.     Washing- 
ton, D.  C. 

(6)  Christensen,  a,  Hansen,  A,  and  Stoub^k,  P. 

1929.   ABBEJDSPE0VB    MED    KUNSTG0DNINGSSPREDERE      .      .      .      Danske    Stat- 

ens  Redskabsprover  Beret.  56,  96  p. 

(7)  COUPAN,  G. 

1915.    MACHINES     DE     CULTURE,     PREPARATION     DES     TERRES     tPANDAGE     DES 
ENGRAIS    ET   DES    SEMENCES    ENTRETIEN    DES    CULTURES.      Ed.    2,    480 

p.,  illus.    Paris. 

(8)  Fischer,  G. 

1923.  DtJNGERSTREUMASCHiNEN.     Ztschr.     Pflanzencmahr.     u.     Diingung 

(B)  2:  92-97. 

(9)  and  Hagmann. 

1921.  PRtiFUNG   von   kalkstickstoff-streumaschinen.     preisauschrei- 

BEN      DES      DtJNGERSTICKSTOFF-AUSCHUSSES.       Mitt.       Deut.       LandW. 

Gesell.  36:  351-358. 

(10)  Graeser,  K. 

1924.  DtJNGERSTREUMASCHiNEN.      Ztschr.      Pflanzeuemalir.    u.    Dungung 

(B)   3:  111-113. 

(11)  GUNNESS,    C.    I. 

1928.  CONCENTRATED  FERTILIZER  DISTRIBUTOR.  Amer.  Fertilizer  69  (6)  : 
35,  illus. 

(12)  HuRD,  W.  D. 

1919-20.    THE  NEED  OF  FERTILIZER  DISTRIBUTING  MACHINERY.      PotatO  Mag. 

2  (10)  :  16. 

(13)  J.,  A.  C. 

1856.  CORN  CULTURE  AND  BiujNQs'  PLANTER.    Country  Geut.  7:  202. 
(M)  KtJHNE,  G.,  and  Meyer,  E. 

1923.   LEITFADEN    DER    LANDWIRTSCHAFTLICHEN    MACHINENKUNDE.       122    p., 

illus.  Berlin. 
(15)  McGinnis,  L.  H. 

1876.  the  true  theory  of  farming. xi.  fineness  and  thorough  dis- 
semination of  all  manures  necessary  for  the  best  results. 
Amer.  Farmer  (n.  s.)  5:  212-214. 


TtIechanical  application  of  fertilizers  95 

(16)  Malden,   W.   J. 

1896.   FARM  BUILDINGS  AND  ECONOMICAL  AGRICULTURAL  APPLIANCES      192  p., 

illus.  London. 

(17)  Mertens,   W. 

1927.   PBUFSTANDVERSUCHE  AN  DUNGERSTREUMASCHINEN.      Tcchnik  LandW. 

8  (2)  :  28-31,  illus. 

(18)  Ross,  W.  H.,  Mehring,  A.  L.,  and  Merz.  A.  R. 

1927.  recent    DEVELOPMENTS    IN    THE    PREPARATION    AND    USE    OF    CONCEN- 

TRATED FERTILIZERS.     Indus.  and  Engin.  Chem.  19:  211-214. 

(19)  Shaxby,  J.  H.,  and  Evans,  J.  C. 

1923-24.    ON    THE    PROPERTIES    OF    POWDERS:    THE    VARIATION    OF    PRESSURE 

WITH  DEPTH  IN  COLUMNS  OF  POWDERS.    Faraday  Soc.  Trans.  19: 
60-72,   iUus. 

(20)  Stoiiz,  H. 

1928.  ijber  die  anwendung  von  maschinen  in  landwirtschaftlichen 

BETRiEB.    Landbau  u.  Technic  4  (1)  :  7-8,  illus. 

(21)  Truog,  E.,  and  Jensen,  O.  F.,  compilers. 

1928.   REPORTS    AND   PROCEEDINGS    OF   THE   JOINT    COMMITTEE    ON    FERTHJZEB 

APPLICATION   1925-1928.     55  p.,  illus.  Washington,  D.  C. 

(22)  White,  R.,  jr. 

1848.  description  of  a  drill  barrow,  for  planting  seeds,  and  applying 
manures,  such  as  poudrette.  bone-dust,  ashes,  plaster,  marl, 
ETC.,  AT  THE  SAME  TIME.    Cultivator  (n.  s.)  5:  184-185,  illus. 


ORGANIZATION  OF  THE 
UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 

April  18.  1930 


Secretary  of  Agriculture -  Abthub  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Waltee  G.  Campbell. 

Director  of  Extension  Work C.  W.  Warbubton. 

Director  of  Personnel  and  Business  Adminis-    W.  W.  Stockberger. 
tration. 

Director  of  Information M.  S.  Eisenhower. 

Solicitor E.  L.  Marshall. 

Weather  Bureau Charles  F.  Marvin.  Chief. 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dairy  Industry O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  PuUic  Roads Thomas  H.  MacDonald,  Chief. 

Bureau  of  Agricultural  Economics Nils  A..  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief. 

Plant  Quarantine  and  Control  Administration-  Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Food,  Drug,  and  Insecticide  Administration Walter  G.  Campbell,  Director  of 

Regulatory  Work,  in  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Barnett,  Librarian. 


This  bulletin  is  a  joint  contribution  from 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Fertilizer  and  Fixed  Nitrogen  Investiga-     F.  G.  Cottrell,  Chief, 
tions. 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  Chief. 

Division  of  Agricultural  Engineering S.  H.  McCrory,  Chief. 

96 


U.  S.  GOVERNMENT  PRINTING  OFFICE:  1930 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  C.     -    -    -    Price,  30  cents 


Technical  Bulletin  No.  181 


April,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


CLUBROOT  OF  CRUCIFERS' 

By  F.  L.  Wellman,  formerly  Agent,  Offlx^e  of  Horticultural  Crops  and  JJiseaaes, 
Bureau  of  Plant  Industry'' 


CONTENTS 


Page 

Introduction 1 

Early  history,  importance,  and  geographical 

distribution  of  clubroot 2 

Certain  phases  of  the  life  history  of  the  causal 

organism 3 

Spore  germination 4 

Comparison  of  temperature  ranges  of 
spore  germination  and  disease  develop- 
ment   8 

Soil  moisture  and  the  infection  period 9 

Soil  reaction  in  relation  to  clubroot 11 

Review  of  literature U 


Soil  reaction  in  relation  to  clubroot— Contd. 

Methods  used  in  determining  soil  reaction.  1 3 

Results  of  survey  of  infested  soils 14 

Influence  of  addition  of  various  chemicals 

to  the  soil 15 

Liming  for  control  of  clubroot 17 

Previous  investigations 17 

Greenhouse  pot  tests 19 

Field  experiments 20 

Discussion  of  control  studies 25 

Summary 27 

Literature  cited _  28 


INTRODUCTION 

Clubroot  of  crucifers,  caused  by  Plasmodiophora  hrassicae  Wor., 
has  probably  given  gardeners  concern  for  -well  over  200  years.  The 
first  historic  mention  of  the  disease  is  that  by  Ellis  (i^),^  who  stated 
that  he  first  noted  it  in  1736  on  some  of  his  travels  in  England.  It 
was  attacking  turnips  and  was  considered  a  very  serious  and  con- 
tagious disease  at  that  time.  It  was  not  until  1878,  however,  that 
Woronin  (56)  described  and  named  the  causal  organism. 

The  disease,  which  attacks  members  of  the  Cruciferae  only,  is 
induced  by  a  parasite  which  penetrates  underground  tissues  of  the 
liost.  These  infections  produce  characteristic  irregularly  hyper- 
trophied  subterranean  organs  to  which  the  descriptive  names  for  the 
disease,  such  as  anbury,  finger  and  toe,  maladie  digitoire,  Kohlhernie, 
Kapoustnaja  kila,  and  clubroot,  are  applied.  Very  often  the  first 
symptom  of  the  disease  aboveground  is  not  seen  until  after  the  host 
passes  the  seedling  stage.  Seedlings,  w^hich  are  one  of  the  most 
potent  means  of  distributing  the  trouble,  may  often  be  diseased  but 
have  apparently  healthy  foliage  parts.  Unless  the  roots  are  care- 
fully examined  after  they  have  been  pulled  from  an  infested  seed 


1  Investigations  carried  on  cooperatively  by  the  Office  of  Horticultural  Crops  and  Diseases,  Bureau  of 
Plant  Industry,  U.S.  Department  of  Agriculture,  and  the  department  of  plant  pathology,  University  of 
Wisconsin. 

2  The  writer  is  indebted  to  many  persons  at  the  college  of  agriculture.  University  of  Wisconsin,  for  aid 
and  advice  in  the  execution  of  this  work;  but  especially  to  J.  C.  Walker,  under  whose  direct  supervision 
the  work  was  carried  on  and  who  has  given  invaluable  help  in  the  preparation  of  the  manuscript,  and  to 
L.  R.  Jones  for  stimulating  interest  and  for  suggestions  during  the  cotirse  of  the  experiments. 

3  Reference  is  made  by  italic  numbers  in  parentheses  to  "  Literature  cited,"  p.  28. 

07800'— 30 1  1 


2  TECHNICAL  BULLETIN    181,  IT.  S.  DEPT.  OF  AGRICULTURE 

bed,  many  slightly  affected  individuals  will  be  passed  over  as  being 
normal.  Kecently  infected  roots  often  appear  to  be  healthy,  and  in 
many  cases  roots  not  actually  infected  carry  infested  soil  on  them. 
Later  in  the  season,  however,  as  the  diseased  plant  develops,  its  roots 
will  be  found  to  be  characteristically  swollen  and  malformed.  (Fig. 
1,  B.)  Actually  tJie  first  aboveground  sign  of  clubroot  infection 
usually  occurs  after  the  plant  has  attained  considerable  size.  It  con- 
sists of  a  flagging  or  wilting  (fig.  1,  A),  which  is  decidedly  marked 
on  warm,  bright  days.  Before  the  disease  has  become  too  far  ad- 
vanced a  plant  thus  wilted  will  often  recover  fully  during  the  cooler 
part  of  the  day  and  will  appear  quite  normal  durmg  cloudy  and  wet 
weather. 

The  writer's  investigations  of  the  disease  were  prompted  by  the  in- 
creasing economic  loss  to  cabbage  growers  in  the  Middle  West.  Ad- 
ditional information  was  needed  concernino:  the  life  historv  of  the 


^  •T'i^A  B^I^F^^BHipH     ^3^B.     ^ 

Figure  1. — Symptoms  of  clubroot  on  half-grown  cabbage  plants  in  the  field  :  A,  Wilt 
or  flagging  of  the  foliage,  the  first  indication  of  the  trouble  in  the  field  ;  B,  mal- 
formed and  swollen  or  clubbed  roots  found  when  a  plant  such  as  in  A  is  pulled 

organism,  and  control  measures  had  not  been  studied  adequately. 
Previous  students  had  given  attention  to  mycological  and  cytological 
details,  but  few  had  experimented  with  the  physiological  phases  of 
the  disease  under  controlled  conditions.  It  is  the  purpose  of  this 
bulletin  to  review  briefly  the  known  salient  features  concerning  the 
malady  and  the  causal  organism,  apart  from  its  cytology,  and  to 
present  in  detail  the  results  of  the  present  researches. 

EARLY  HISTORY,  IMPORTANCE,  AND  GEOGRAPHICAL 
DISTRIBUTION  OF  CLUBROOT 

Ellis  {16)  reported  having  seen  in  1736  the  "  Turnep  Disease, 
called  in  Norfolk  and  Suffolk,  Anbury."  He  believed  it  to  be  con- 
tagious and  probably  due  to  an  excess  of  barnyard  manure,  especially 
"  the  long  undigested  ranker  sort."  In  Scotland  from  1829  to  1831 
Farquharson  {17),  Abbay  (i),  and  Birnie  {6)  described  the  disease 
and  attributed  it  to  unsatisfactory  soil  conditions  or  unbalanced  fer- 
tilizing practices.  Abbay  stated  that  he  saw  the  disease  first  in  1801. 
In  1855  Anderson  {2)  asserted  that  the  trouble  first  appeared  about 
1813.     At  about  the  time  Anderson  wrote,  American  and  English 


CLUBROOT   OF   CRUCIFERS  S 

students,  among  them  Curtis  (15)^  and  later  Slingerland  {U)* 
studied  the  trouble  and  concluded  that  it  might  be  due  at  least  in  part 
to  insects.  Henderson,  in  his  gardening  book  {28)  published  in 
1867,  discussed  observations  made  on  clubroot  in  the  northeastern 
part  of  the  United  States  many  years  previously.  He  believed  the 
disease  was  caused  by  the  attack  of  the  cabbage  maggot.  In  1874 
Sorauer  (45)  attributed  the  disease  in  part  to  insects.  In  one  of  his 
papers  Kavn  (40)  wrote  of  the  history  of  the  disease  and  included 
in  his  bibliography  citations  of  18  articles  published  before  Wor- 
onin's  final  description  of  the  nature  of  the  causal  organism.  Woro- 
nin  began  his  studies  of  the  malady  in  1873,  and  in  1875  {5.f^)  he  pub- 
lished a  preliminary  report  on  the  organism,  but  did  not  name  it 
at  that  time.  His  paper  in  which  the  nature  of  the  organism  and  its 
host  relationships  were  carefully  described  and  illustrated  did  not 
appear  until  1878  (35).  He  published  a  total  of  eight  papers  on  this 
disease,  of  which  three  were  in  Russian  and  five  in  German. 

The  fact  that  for  nearly  two  centuries  botanists  have  been  studying 
the  nature  and  control  of  clubroot,  and  that  now,  as  in  the  past,  in- 
terest is  not  wanting,  is  ample  proof  of  the  importance  and  difficulties 
of  the  problems  involved.  Economically,  the  effects  of  a  plant  dis- 
ease are  hard  to  gauge,  and  because  of  the  nature  of  the  trouble  it  is 
peculiarly  so  in  this  case.  Woronin  (SS)  estimated  that  in  1869,  in 
the  vicinity  of  St.  Petersburg,  Russian  gardens  lost  approximately 
half  their  cabbage  plants,  and  in  1918  it  was  reported^  that  in  the 
United  States  New  York  sustained  a  loss  of  several  thousand  tons 
of  cabbage.  The  important  fact  is  that  the  disease  spreads  readily 
and  that,  once  established  in  a  field,  it  may  completely  destroy,  for 
an  indefinite  number  of  years,  the  usefulness  of  the  plot  as  ground 
on  which  to  grow  crucifers. 

Geographically  the  disease  is  very  widely  distributed.  In  the 
Old  World  it  occurs  in  nearly  all  regions  where  cruciferous  crops  are 
important.  In  the  United  States  it  has  been  reported  as  occurring 
in  36  States  and  as  important  in  21.  It  also  occurs  in  Alaska.  No 
trucking  sections  growing  crucifers  intensively  appear  to  be  incapable 
of  becoming  infested  with  the  trouble. 

CERTAIN  PHASES  OF  THE  LIFE  HISTORY  OF  THE 
CAUSAL  ORGANISM 

Certain  facts  of  the  life  history  of  the  organism  have  been  well 
established.  The  spore  germinates  in  the  soil  as  a  uninucleate 
zoospore  with  a  single  anteriorly  placed  flagellum.  Through  move- 
ment in  the  soil  water  these  bits  of  naked  protoplasm  come  in  contact 
with  subterranean  portions  of  the  host.  The  organism  penetrates, 
grows  in  the  tissue,  and  forms  a  true  multinucleate  Plasmodium, 
which  may  migrate  as  a  whole  or  separated  into  smaller  parts  from 
cell  to  cell.  Through  toxic  action  of  the  parasite,  hypertrophic  and 
hyperplasic  reactions  of  irritable  host  cells  about  the  infecting  Plas- 
modium produce  the  typical  swollen  regions  characterizing  the  dis- 
ease.   Derangement  of  the  health  of  the  host  upon  the  development 

*  Haskell,  R.  J.,  and  Martin,  G.  H.,  jr.     summary  of  plant  diseases  in  the  united 

STATES  IN  1918 DISEASES  OF  FIELD  AND  VEGETABLE  CROPS.       (Continued.)       U.   S.  Dept.  Agr., 

Bur.  Plant  Indus.  Plant  Disease  Bui.  Sup.  3,  p.  84-118.     1919.     [Mimeographed.] 


4  TECHNICAL  BULLETIN    181,  U.  S.  DEPT.  OF  AGRICULTURE 

of  the  swollen  roots  probably  results  largely  through  the  disturbance 
of  the  systems  absorbing  the  soil  solution  and  conducting  it  away 
from  the  place  of  entry.  In  the  enlarging  regions  of  infection,  plas- 
modia  develop  rapidly  and  live  for  a  time  in  intimate  union  with 
host  cytoplasm  without  killing  the  cells.  The  plasmodia  mature 
within  the  lumina  of  the  host  cells,  produce  no  capillitium  or 
peridium  characteristic  of  truly  saprophytic  myxomycetes,  but  simply 
break  up  into  spores  which  mature  and  lie  packed  within  the  un- 
broken host  cell  walls.  Disruption  of  these  walls  by  the  action  of 
secondary  decay  organisms  allows  the  spores  to  be  deposited  in  the 
soil.  Here  they  germinate  upon  the  advent  of  proper  moisture  and 
temperature  conditions.  Kunkel  (34)  described  the  tissue  invasion 
by  PlasTnpdiophora  brassicae. 

There  are  portions  of  the  life  cycle  of  PlasTTwdiophora  hrassicae 
that  have  not  been  thoroughly  studied.  It  came  within  the  field  of 
the  present  investigations  to  study  some  of  them  witli  especial 
emphasis  on  limiting  factors,  and  these  results  are  herewith  pre- 
sented. vThe  method  of  germination  was  observed,  some  of  the  con- 
ditioning factors  for  germination  were  studied,  and  the  minimum 
period  required  for  infection  of  the  host  at  a  favorable  soil  moisture 
was  determined. 

SPORE  GERMINATION  ^ 

PREVIOUS  STUDIES  OF  SPORE  GERMINATION   OF  MYXOMYCETES 

Spore  germination  of  myxomycetes  was  first  studied  by  DeBary, 
who  in  1854  described  the  main  facts  of  this  process.  In  his  mono- 
graph (4)  published  in  1864  he  described  further  observations  on  the 
process  and  physiological  factors  involved  in  its  consummation.  His 
findings  were  partly  included  in  a  general  work,  the  English  trans- 
lation of  which  was  published  in  1887  (S).  Woronin's  complete 
report  of  studies  on  the  spore  germination  of  the  parasite,  Plasmo- 
diophora  hrassicae,  was  published  in  1878  (SS),  and  was  soon  con- 
firmed by  the  work  of  numerous  students  following  him.  The  works 
of  Jahn,  Lister,  Pinoy,  and  others  should  be  mentioned  in  con- 
nection with  this  general  subject,  but  space  does  not  permit  citations 
or  specific  reviews.  The  somewhat  monographic  publication  of 
Constahtineanu  (IS),  however,  deserves  especial  note.  In  this  were 
treated  many  factors  governing  development  of  myxomycetes  and 

germination  of  their  spores.  He  found,  of  course,  much  variation 
etween  the  different  genera  and  species  studied.  Usually  he  ob- 
tained good  germination  at  room  temperature  in  30  minutes  to  20 
days.  In  general,  a  maximum  temperature  was  established  at  35° 
to  40°  C,  an  optimum  at  about  30°,  and  a  minimum  at  below 
18°.  In  some  species  plasmodia  developed  below  5°,  but  in  general 
growth  was  poor  below  12°.  An  optimum  for  growth  was  obtained 
usually  at  about  25°.  At  30°,  or  slightly  above,  the  plasmodia 
encysted,  and  they  were  usually  killed  a  few  degrees  above  that  point. 
This  maximum  temperature  for  inactivation  of  the  plasmodia  was 
in  some  cases  lower  than  the  maximum  for  spore  germination. 

Kunkel  (33)  described  observations  of  others  along  with  his  own 
relative  to  spore  germination  of  the  myxomycetous  parasite  of  the 
potato,  Spongrospora  subterranea  (Wallr.)  Johnson.     Chupp's  (10) 


CLUBROOT   OF   CRUCIFERS  5 

researches  on  the  clubroot  organism  supplement  those  of  Woronin 
b}/  the  use  of  modern  cytological  killing  and  staining  methods. 
Eeeently  Gilbert  reported  a  series  of  studies  on  spore  germination 
and  feeding  habits  of  saprophytic  myxomycetes.  In  his  study  of 
spore-germination  processes  {21)  he  concluded  they  could  be  divided 
into  two  general  types.  It  appears,  however,  that  spore  germination 
of  Plasrtiodiophora  hrassicae  does  not  fall  under  either  of  Gilbert's 
two  generalized  schemes  of  myxomycete  spore  germination.  In 
spite  of  all  the  work  that  has  been  done  on  the  spore  germination 
of  myxomycetes,  many  interesting  phases  are  still  untouched.  It 
is  evident,  therefore,  that  even  aside  from  its  economic  aspect  a 
fuller  knowledge  of  the  process  and  attending  phenomena  in  P. 
hrcBssicae  is  worthy  of  attention. 

SPORE  GERMINATION   OF  PLASMODIOPHORA  BRASSICAE 

Spores  Avere  teased  out  from  previously  frozen  clubbed  roots  of 
cabbage  into  sterile  distilled  water.  Excess  debris  was  removed, 
and  the  suspension  was  centrifuged.  The  supernatant  water  w^as 
then  decanted  and  a  fresh. supply  poured  on  the  pasty  mass  of 
spores.  This  was  then  stirred  up  from  the  bottom  of  the  centrifuge 
tubes,  and  the  process  was  repeated  several  times.  Spore  suspen- 
sions were  made  in  distilled  or  tap  water,  incubated,  and  observed 
in  hanging-drop  cultures.  Because  of  the  minute  size  of  the  spores 
and  zoospores  the  oil-immersion  objective  was  used. 

The  ripe  spores  of  Plasviodiophora  hrassicae  are  smaller  than 
those  of  typical  saprophytic  myxomycetes  and  are  spherical,  with  a 
smooth,  colorless  episporium  which  appears  somewhat  membranous 
under  the  oil-immersion  objective.  Freshly  matured  spores  studied 
by  the  writer  averaged  about  1.7  /x  in  diameter,  while  older  spores 
from  the  same  source  which  showed  the  first  stage  of  germination 
averaged  slightly  more  than  2  /x  in  diameter.  This  increase  in 
size,  which  was  first  described  by  Chupp  {10)^  in  1917,  would  seem 
to  be  due  to  water  absorption.  The  factors  upon  which  this  de- 
pends and  its  duration  before  actual  germination  occurs  have  not 
been  ascertained. 

In  the  large  number  of  gerlnination  studies  made  by  many  students 
no  actual  observations  of  emergence  of  the  zoospore  have  been 
reported.  Woronin's  {55)  illustrations  of  the  process,  which  were 
apparently  partly  based  upon  his  knowledge  of  the  saprophytic 
myxomycetes,  have  been  copied  by  many.  It  has  been  assumed  since 
that  time  that  spore  germination  produces  a  single  zoospore,  but  no 
absolute  proof  has  ever  been  presented.  Jones  {32)  in  a  recent 
paper  stated  that  the  spore  germinates  into  one  or  more  zoospores 
which  act  as  gametes.  His  evidence  obtained  from  a  limited  amount 
of  material  seems  to  the  writer  to  be  inconclusive.  Of  the  multitude 
of  actively  germinating  spores  observed  by  the  writer,  from  a  large 
number  of  sources  during  three  seasons,  no  evidence  has  been  noted 
of  the  production  of  more  than  one  zoospore  from  a  resting  spore. 

Hundreds  of  germinating  spores  were  studied,  but  in  only  nine 
cases  has  the  writer  seen  actual  emergence  of  the  zoospore.  In  each 
such  case  it  resulted  in  only  one  zoospore.  After  a  spore  swells  it 
appears  that  an  irregular  break  occurs  in  the  spore  wall,  and  the 
spore  contents  become  vigorously  appressed  behind  it.     The  germi- 


6  TECHNICAL  BULLETIN   181,  U.  S.  DEPT.  OF  AGRICULTURE 

nating  spore  becomes  lopsided,  and,  accompanied  by  a  slow  peculiarly 
irregular  series  of  motions,  the  zoospore  emerges,  probably  by  means 
of  a  combination  of  mechanical  pressure  upon  the  epispore  and  its 
dissolution.  Microscopic  observations  indicate  that  9  to  over  24 
hours  elapse  from  the  time  the  epispore  appears  to  be  cracked  until 
germination  is  completed.  At  the  moment  of  zoospore  emergence 
consequent  activity  is  often  so  heightened  that  under  the  oil-immer- 
sion objective  of  the  microscope  germinating  individuals  frequently 
are  temporarily  lost  to  view.  In  many  such  cases  when  the  in- 
dividuals were  found  again  just  after  germination  the  empty 
episporium  and  a  single  zoospore  could  be  seen  lying  more  or  less 
quietly  side  by  side  tor  a  few  moments  before  the  zoospore  swam 
away.  Furthermore,  a  newly  emerged  zoospore  is  considerably 
smaller  than  the  diameter  of  the  swollen  spore  from  which  it  germi- 
nates, but  it  is  very  nearly  the  same  size  as  dormant  spores  before 
being  placed  under  conditions  favoring  germination. 

Germination  itself  does  not  suggest  either  of  the  two  typical 
methods  described  by  Gilbert  (21)  for  saprophytic  myxomycetes, 
but  it  resembles  more  closely  that  described  by  De  Bary  (l)  for 
Stemonitis.  Spores  of  the  clubroot  organism  germinate  differently 
from  any  myxomycete  the  writer  has  thus  far  observed  or  found 
reported,  in  that  an  actively  lashing  flagellum  is  typically  produced 
very  soon  after  the  first  portion  of  the  zoospore  body  emerges  from 
the  epispore  and  long  before  the  process  of  germination  is  complete. 

Near  the  edge  of  a  hanging  drop  the  germinating  spore  often 
presents  a  peculiarly  characteristic  twirling  or  spinning  motion  ^ 
which  appears  to  be  counterclockwise  under  the  microscope.  De 
Bary  (4)  seems  to  have  noted  something  similar  to  this  twirling 
motion  in  his  study  of  myxomycetes,  for  in  a  general  discussion 
he  stated  that  when  the  zoospore  has  difficulty  in  emerging  from  the 
spore  wall  it  may  whirl  around  in  its  efforts  to  complete  emergence. 
Gilbert  {22)  in  a  study  of  feeding  habits  of  zoospores  found  that 
they  moved  in  two  ways,  "  an  active  rotating  movement  and  *  *  * 
a  slower,  more  or  less  undulatory,  creeping  movement."  The 
twirling  activity  of  Plasmodiophora  hrassicae  is  not  an  invariable 
accompaniment  of  germination,  nor  does  it  always  continue  without 
interruption.  In  many  cases  slight  "trembling"  or  "jigging"  as 
described  by  Chupp  {10)  is  all  that  is  noticeable  before  emergence. 
As  he  and  others  found,  activity  usually  increases  greatly  as  the 
time  approaches  for  the  zoospore  to  leave  the  epispore.  Often  a 
few  seconds  before  emergence  the  spore  may  be  seen  to  spin  so 
fast  as  to  appear  almost  a  blur ;  then  it  suddenly  ceases  whirling,  and 
the  single,  naked  zoospore  struggles  out  of  the  spore  wall  and 
swims  off.  The  excessive  activity  of  these  last  few  moments,  unless 
the  organism  is  surrounded  by  inactive  spores  or  debris,  is  the 
greatest  hindrance  to  observation  of  the  actual  emergence  process. 

DESCRIPTION    OF    THE    ZOOSPORE 

Woronin  (55),  with  whose  observations  the  writer  is  in  accord, 
described  the  organism  after  germination  as  a  round  to  spindle - 

^A.  H.  R.  Buller,  in  a  personal  interview  during  which  he  was  shown  spores  acting  in 
this  way,  stated  that  he  had  noted  the  same  type  of  activity  in  the  spermatozoa  of  sea 
urchins.  A  review  of  zoological  literature  relative  to  this  question  was  made  and  this 
movement  of  spermatozoa  was  found  not  to  be  confined  to  sea  urchins. 


CLUBROOT   OF   CRUCIFERS  7 

shaped  myxamoeba  having  an  elongate,  anteriorly  located  beak  with 
a  single  flagellum.  The  lashing  of  the  flagelluni,  coupled  at  times 
with  the  doubling  back  and  forth  of  the  motile  beak,  pulls  and 
jerks  the  zoospore  body  along.  It  is  also  able  to  move  in  an  amoe- 
boid fashion  by  the  protrusion  of  posterior  pseudopodia  even 
while  still  retaining  its  flagellum.  Chupp  (10)  found  the  zoospore 
to  be  spherical  or  pyriform  with  an  anteriorly  placed  flagellum. 
This  had  been  previously  observed  by  Woronin,  but  Chupp  did  not 
see  the  narrow  spindle-shaped  bodies  his  predecessor  saw,  nor  was  he 
able  to  see  suggestions  of  amoeboid  movement. 

In  the  writer's  experiments  numerous  uniflagellate  zoospores  were 
observed.  The  zoospore  gains  in  size  rapidly  after  germination 
and  becomes  capable  of  changing  its  form  readily.  Speed  of  move- 
rnent  ranged  from  a  barely  perceptible  rate  to  such  rapidity  that  a 
single  zoospore  could  not  be  followed  under  the  microscope.  In 
studying  a  single  flagellate  zoospore,  from  a  culture  several  days 
old,  it  w^as  seen  to  change  readily  from  a  rather  globular  or  pyri- 
form individual  to  a  narrow  spindle-shaped  body.  Its  property  of 
changing  form  readily  was  further  exhibited  by  the  pushing  out  of 
rounded  pseudopodia  almost  immediately  when  it  touched  glass. 
Flagellate  zoospores  were  found  as  soon  as  the  spores  in  the  cultures 
began  germinating.  True  myxamoebae  (swarm  cells  lacking  flagella 
and  moving  only  by  pseudopodia)  were  only  found  when  the  cul- 
tures were  several  days  old.  No  indications  of  the  fusion  of  zoo- 
spores or  myxamoebae  were  noted. 

INFLUENCE  OF   TEMPERATURE   ON   GERMINATION 

Chupp  (10)  failed  to  get  spore  germination  at  room  temperature 
(16°  to  21°  C),  but  stated  the  optimum  to  be  between  27°  and  30°. 
He  obtained  root  infection  at  room  temperature  and  concluded  that 
"  the  presence  of  the  host  seems  in  some  manner  to  exert  an  influence 
which  to  a  certain  extent  takes  the  place  of  that  offered  by  a  greater 
amount  of  heat." 

Suspensions  of  spores  from  frozen  clubbed  roots  of  cabbage  were 
placed  in  constant-temperature  chambers  arranged  at  approximately 
3-degree  intervals  from  3°  to  35°  C.  The  suspensions  w^ere  in  open 
culture  cells  in  moist  chambers,  and  the  relative  germination  was 
determined  by  microscopic  examination  at  24-hour  intervals.  Hang- 
ing drops  were  removed  from  the  culture  cells  with  a  flamed  plati- 
num loop  both  before  and  after  the  suspensions  in  the  culture  cells 
were  stirred.  Hanging  drops  of  spore  suspensions  were  also  pre- 
pared and  carried  through  at  different  temperatures,  but  they  did 
not  give  such  satisfactory  results  as  the  culture  cells.  All  of  the 
six  series  that  were  run  gave  practically  the  same  results,  and  as  a 
consequence  a  single  one  of  these  was  chosen  as  a  typical  example. 
Spore  germination  (Table  1)  is  furthest  advanced  after  a  4-day  in- 
cubation period  and  begins  to  drop  off  after  five  days.  The  maxi- 
mum temperature  for  germination  appears  to  be  just  below  28°, 
and  the  minimum  occurs  at  about  6°.  The  optimum  range  extends 
from  18°  to  a  little  over  25°,  with  the  peak  probably  at  25°.  In  some 
cases  germination  occurred  at  27°,  but  never  at  28°  or  above. 


8 


TECHNICAL  BULLETIN    181,  U.  S.  DEPT.  OF  AGRICULTURE 


Table  1. — Results  of  a  typical  experiment  showing  relation  of  temperature  to 
germination  of  spores  of  Plasmodiophora  brassieae 


Temper- 

Germination  at  end  of  indicated  period 

Temper- 
ature 

Germination  at  end  of  indicated  period 

(°C.) 

2  days 

3  days 

4  days 

6  days 

2  days 

3  days 

4  days 

5  days 

4 

0 
0 
0 
0 

0 

0 

0 

Trace. 

0 

0 

Slight. 

Fair. 

Fair. 

0 

0 

Slight. 

Fair. 

0 

18— 

22 

25 

28 

30 - 

0 
0 
Good. 
0 
0 

Good. 

Fair. 

Very  good. 

Good. 

Good. 

Very  good. 

0 

0 

0 

5 

9 

Good. 

11 

14 

0 
0 

COMPARISON  OF  TEMPERATURE  RANGES  OF  SPORE  GERMINATION 
AND  DISEASE  DEVELOPMENT 

Monteith  (S6)  in  his  soil-temperature  studies  demonstrated  that 
the  disease  developed  at  9°  to  30°  C,  though  in  one  case  he  found 
slight  clubbing  at  35°.  However,  he  stated  that  this  clubbing  pro- 
duced at  35°  was  on  the  main  stem  at  the  surface  of  the  soil  where 
its  contact  with  the  air  may  have  resulted  in  a  somewhat  lower  tem- 
perature. He  found  that  the  disease  was  most  severe  at  about  25°, 
which  condition  he  considered  due  in  great  measure  to  host  reaction. 
Up  to  the  time  of  Monteith's  work  it  was  commonly  believed  that 
outbreaks  of  the  disease  were  most  severe  in  cool  countries  and  during 
the  cool  seasons  in  warm  regions.  He  concluded  that  the  tempera- 
ture range  over  which  the  disease  occurred  would  be  practically 
parallel  with  that  required  by  the  host  and  that  temperature  itself 
could  not  be  considered  a  limiting  factor  in  disease  production. 

Monteith's  soil  temperature  range  as  it  affected  disease  produc- 
tion was  not  quite  in  agreement  with  the  writer's  spore-germination 
findings  and  was  consequently  reinvestigated.  In  the  present  study 
a  2-inch  layer  of  insulating  material  was  placed  on  top  of  soils  held 
at  constant  temperatures,  and  the  water  when  added  to  the  pots  was 
at  the  exact  soil  temperatures  being  studied.  The  writer  found 
(Table  2)  that  no  clubbing  resulted  below  12°  and  above  27°  C.  The 
optimum  temperature  for  percentage  of  disease  production  was  at  a 
range  extending  from  18°  to  24°,  with  the  peak  for  severity  of  club- 
bing occurring  slightly  above  the  latter  figure.  In  the  12°,  15°,  and 
27°  soil  temperatures  a  fair  percentage  of  plants  became  infected, 
but  comparatively  slight  development  of  swollen  roots  resulted. 


Table  2. — Results  of  two  representative  experiments,  showing  the  relation  of 
soil  temperature  to  the  production  of  cluhroot  of  cabbage 


Temper- 

Experiment No.  1 

Experiment  No.  2 

Temper- 
ature 
(°C.) 

Experiment  No.  1 

Experiment  No.  2 

ature 

Plants 
observed 

Per  cent 
diseased 

Plants 
observed 

Per  cent 
diseased 

Plants 
observed 

Per  cent 
diseased 

Plants 
observed 

Per  cent 
diseased 

9 

35 
35 
35 
35 

0 
74 
75 
100 

21 

24 

27 

30 

35 
35 
35 
35 

100 
100 
20 

14 
14 
14 
14 

100 

12 

15— 

18— 

14 
14 
14 

29 
36 
100 

93 

29 

0 

CLUBROOT   OF   CRUCIFERS  9 

In  the  light  of  these  new  facts  it  is  of  interest  to  consider  the 
question  as  to  whether  the  temperature  influence  upon  disease  devel- 
opment is  one  of  direct  effect  upon  the  host  or  the  parasite  or  both. 
Tisdale  H6)  studied  healthy  cabbage-root  development  over  a  grow- 
ing period  of  seven  and  a  half  weeks.  He  found  that  excellent  con- 
ditions for  growth  occurred  through  a  range  of  14°  to  20°  C,  the 
optimum  point  being  about  the  latter  temperature.  A  rapid  drop 
in  growth  occurred  as  the  temperature  rose,  and  at  23°  the  roots  pro- 
duced about  50  per  cent  less  dry  weight  than  at  20°.  The  roots  grew 
poorly  at  a  higher  temperature  than  23°  and  only  very  slightly  at 
35°.  Comparison  of  Tisdale's  studies  of  the  host  temperature  rela- 
tionships with  the  writer's  investigations  of  the  spore-germination 
and  disease-production  temperature  ranges  show  significant  differ- 
ences. At  14°  vigorous  root  development  w^as  accompanied  by  fair 
spore  germination  and  slight  clubbing.  At  18°  about  the  peak  of  root 
development  took  place  along  with  fairly  good  spore  germination 
and  only  fairly  serious  clubbing.  At  23°  the  rate  of  root  develop- 
ment took  a  decided  drop,  while  very  good  spore  germination  re- 
sulted, together  with  an  approach  to  almost  optimum  disease  pro- 
duction. At  25°,  where  root  growth  was  about  the  same  as  at  23°, 
there  occurs  optimum  spore  germination  and  the  most  malignant 
disease  development.  At  27°,  where  the  rate  of  root  growth  was 
again  about  the  same  as  at  23°,  slight  clubbing  occurred,  together 
w^ith  poor  spore  germination.  At  29°,  where  roots  grew  as  well  or 
slightly  more  successfully  than  at  23°,  no  spore  germination  nor 
clubroot  could  be  found. 

It  is  difficult  to  state  a  critical  conclusion  as  to  what  part  tempera- 
ture plays  in  disease  development  in  clubroot  of  cabbage.  Plasmo- 
diophora  hrassicae  has  never  been  studied  in  pure  culture,  and  the 
fragmentary  data  at  hand  concerning  temperature  as  it  affects  the 
organism  only  cover  spore  germination.  It  is  hardly  possible  to 
determine  directly  whether  the  effect  is  the  result  of  host  reaction  or 
a  stimulation  produced  by  the  temperature  as  it  affects  the  growth, 
motility,  or  production  of  irritating  substances  by  the  parasite 
within  the  host  tissues.  It  is  evident,  however,  that  the  optimum 
temperature  for  host-root  development,  20°  C,  is  distinctly  lower 
than  the  optimum  temperature  for  spore  germination  and  disease 
development,  25°.  It  would  seem  that  these  facts  indicate  at  least 
that  the  effect  of  temperature  upon  disease  production  is  in  a  great 
measure  due  to  its  influence  upon  the  causal  organism. 

SOIL  MOISTURE  AND  THE  INFECTION  PERIOD 

Monteith  {36)  demonstrated  that  the  production  of  clubroot  re- 
quires high  soil  moisture.  He  was  able  to  grow  plants  free  from 
clubroot  in  thoroughly  infested  soil  by  keeping  the  soil  moisture 
content  down  to  45  per  cent  of  the  water-holding  capacity.  At  60 
per  cent  of  the  water-holding  capacity  the  disease  would  again  be 
uniformly  present.  He  concluded  that  failure  of  clubroot  to  develop 
on  plants  growing  in  infested  soils  with  low  moisture  content  was 
probably  due  to  insufficient  moisture  for  spore  germination.  Ob- 
servations show  that  often  the  plants  appearing  to  be  most  seriously 

97800°^30 2 


10         TECHNICAL  BULLETIN   181,  U.  S.  DEPT.  OF  AGRICULTURE 

diseased  in  infested  fields  occur  in  low  spots  and  in  what  appeared 
to  be  the  most  poorly  drained  portions  of  infested  areas.  In  neigh- 
boring fields,  however,  malignant  disease  development  has  been 
found  on  the  higher,  well-drained  soils  and  in  fields  carefully  under- 
drained  with  tile.  Monteith  (36)  discussed  observations  of  investi- 
gators in  this  and  other  countries  w^ho  found  that  the  employment 
of  good  soil-drainage  measures  was  an  actual  curative  agent,  though 
he  believed  that  it  could  not  be  relied  upon  in  itself  as  an  inhibitor. 
It  seemed  evident  that  complicating  soil  factors  such  as  humus  con- 
tent and  relative  acidity  entered  into  the  question  of  the  efficacy  of 
drainage  as  a  curative  measure.  It  occurred  to  the  writer  that  the 
question  of  the  part  drainage  played  as  a  preventive  measure  would 
depend  largely  upon  the  length  of  time  required  for  the  existence  of 
high  soil-moisture  conditions  about  the  host  roots  before  infection 
takes  place.  Studies  were  carried  out  to  determine  this  infection 
period,  with  clubroot-infested  soils  from  Wisconsin  fields. 

Plants  from  disease-free  soil  were  transplanted  into  infested  soil 
which  was  kept  at  40  to  47  per  cent  of  the  water-holding  capacity, 
determined  according  to  Monteith 's  methods  (S6).  This  had  been 
found  to  be  below  the  minimum  soil  moisture  for  infection.  The 
plants  were  watered  twice  a  day  until  they  became  adjusted  to 
growth  after  the  transplanting  process  and  showed  signs  of  new 
top  and  root  growth.  This  required  seven  to  nine  days.  The  soil 
moisture  was  then  increased  to  80  per  cent  of  the  w^ater-holding 
capacity,  and  at  stated  time  intervals  series  of  5  to  10  plants  were  re- 
moved, the  roots  washed,  and  replanted  in  relatively  dry  infested 
field  soil.  This  was  held  at  40  to  47  per  cent  soil  moisture  in  a 
greenhouse  in  which  the  air  temperature  was  held  at  15°  to  22°  C. 
After  one  month  the  plants  were  removed  and  the  roots  examined 
for  evidence  of  clubroot. 

These  experiments  w^ere  performed  repeatedly  and  show  (Table  3) 
that,  in  the  soils  described,  clubbing  results  quite  generally  in  roots 
which  have  been  exposed  for  18  hours  to  soil  having  relatively  ex- 
cessive soil  moisture.  This  period  was  reduced  in  some  cases  to  10 
hours.  These  data  indicate  that  even  in  an  otherwise  dry  season  a 
single  heavy  rain,  or  a  few  moderate  rains  at  short  intervals,  might 
raise  the  soil  moisture  sufficiently  and  for  a  long  enough  time  to  in- 
sure clubroot  infection.  Therefore  it  seems  reasonable  to  conclude 
that  while  an  adequate  system  of  drainage  might  in  some  cases  re- 
duce the  severity  of  the  disease  in  lightly  infested  sandy  soils,  it 
should  be  expected  neither  to  inhibit  absolutely  infection  by  Ptas- 
77iodiophora  hras^icae  nor  to  offer,  of  itself  alone,  a  practical  remedial 
measure. 


CLUBROOT   OF    CRUCIFERS 


11 


Table  3. 


-Results  of  exposure  of  cabbage  for  various  periods   to  moist  soil 
thoroughly  infested  with  cluhroot 


Hours  of 

Occurrence  of  disease  in  the  indicated  experiment 

exposure 

No.  1 

No.  2 

No.  3 

No.  4 

0 

Healthy.- 

Healthy.  . 

Healthy 

Healthy. 

1 

do 

2      . 

do 

3 

.do 

Healthy 

4 

....do 

5 

do 

6 

Healthy 

Healthy 

Do 

7  . 

Healthy 

9 

Healthy 

10 

Healthy 

Diseased 

Do 

12 

Healthy 

do 

Do 

15 

Diseased 

Do 

18 

Piseased-- . 

Healthy 

Diseased 

Diseased. 

21... 

Diseased 

24 

Diseased 

do 

27 

Diseased 

Do 

36 

Diseased... 

48 

do 

72 

do 

96 

..--do.-  - 

SOIL  REACTION  IN  RELATION  TO  CLUBROOT 

REVIEW  OF  LITERATURE 

The  physiological  ecology  of  soil-inhabiting  organisms  a*s  affected 
by  the  H-ion  concentration  relationships  is  still  incompletely  under- 
stood. Historical  or  theoretical  treatment  of  this  complex  question 
is  beyond  the  scope  of  this  work,  but  it  is  discussed  in  such  papers 
as  those  by  Fisher  {18,  19),  Truog  (.^7),  and  Pierre  {39).  Wherry 
{52),  after  a  long  series  of  studies,  found  that  certain  chlorophyllous 
plants  thrive  in  soils  of  a  relatively  narrow  pH  range.  Investiga- 
tions, one  of  the  purposes  of  which  was  to  determine  whether  changes 
brought  about  in  soil  reaction  might  be  useful  in  preventing  or  re- 
ducing the  various  diseases  caused  by  the  organisms  studied,  are 
reported  by  Peltier  {38),  Sherwood  {^3),  Hopkins  {29),  Hawkins 
and  Harvey  {27),  Gillespie  {23),  and  Waksman  {J^s). 

Webb  {1^9)  in  1921  and  Wolpert  {53)  in  1924  reviewed  literature 
on  the  relation  of  the  H-ion  concentration  of  media  to  the  action  of 
fungi.  They  found  in  their  own  studies  that  in  general  OH  ions 
were  more  toxic  than  H  ions.  Webb  noted  that  the  pH  range  for  a 
specific  organism  was  not  the  same  under  all  conditions,  though  the 
reason  for  this  was  not  always  explainable.  Wolpert  concluded  that 
it  was  not  possible  to  name  a  marked  optimum  pH  value  for  an  or- 
ganism or  even  a  narrow  range  in  which  the  optimum  would  invari- 
ably fall,  and  that  the  pH  range  was  dependent  on  various  environ- 
mental factors. 

It  has  long  been  asserted  that  Plasmodiophora  hrassicae  is  most  de- 
structive in  acid  soils,  and  liming  has  been  used  with  varying  success 
in  combating  clubroot.  In  a  number  of  papers  from  Denmark,  Ravn 
and  his  associates  presented  and  discussed  evidence  which  they  be- 
lieved demonstrated  that  the  action  of  lime  as  an  inhibitor  of  club- 
root  was  due  to  the  reaction  of  the  organism  to  the  basic  condition 
induced  in  the  soil,  rather  than  to  the  toxic  action  of  the  lime  itself. 


12  TECHNICAL  BULLETIN    181,  U.  S.  DEPT.  OF  AGRICULTURE 

Ravn  {Ji^)  in  1911  reported  results  from  liming  experiments  on 
infested  soil  over  a  period  of  nine  years.  He  used  in  this  series  of 
trials  a  finely  divided  "  vaporized  "  lime.  This  consisted  of  a  powder 
which  was  seven-eighths  lime,  all  in  the  form  of  CaCOa.  At  the  be- 
ginning of  the  experiment  the  infested  soil  showed  a  "  normal  "  con- 
tent of  calcium,  was  practically  neutral  to  litmus  solution,  effervesced 
slightly  upon  treatment  with  dilute  HCl,  and  sustained  slight  growth 
of  Azotobacter  in  some  cases,  though  in  others  the  bacteria  failed 
to  grow.  For  these  reasons  Ravn  considered  the  soil  practically 
neutral.  In  the  light  of  recent  knowledge  it  is  known  that  the  change 
of  color  in  litmus  occurs  over  such  a  wide  range  of  pH  values  that  it 
has  been  discarded  as  an  indicator  for  denoting  exact  neutrality. 
Gainey  {20)  in  1922  showed  that  Azotobacter  spp.  grow  well  at  pH 
6.0  and  also  in  media  strongly  alkaline. 

Ravn  found  that  it  required  the  application  of  vaporized  lime 
(CaCOg)  at  the  rate  of  at  least  1.23  tons  per  acre  each  year  for  four 
years,  a  total  of  4.92  tons  per  acre,  before  any  appreciable  effect  could 
be  noted  in  litmus  reaction  or  in  consistency  in  occurrence  of  azoto- 
bacterial  growth  on  cultures  inoculated  with  soil.  With  this  treat- 
ment, however,  he  obtained  no  control  of  the  disease.  After  he  had 
applied  1.64  tons  of  vaporized  lime  every  year  for  four  years,  a  total 
of  6.56  tons  to  each  acre  of  land,  he  obtained  fairly  strong  alkaline 
litmus  reaction,  a  good  growth  of  Azotobacter  on  cultures  inoculated 
with  soil,  and  a  notable  reduction  in  the  amount  of  clubroot.  His 
heaviest  application  of  vaporized  lime,  2.47  tons  per  acre  each  year 
for  four  years,  a  total  of  9.88  tons  per  acre,  induced  vigorous  alkaline 
litmus  reaction,  a  consistently  abundant  growth  of  Azotobacter  on 
samples  of  soil,  and  in  practically  every  plot  an  almost  normal  crop 
of  healthy  roots,  though  in  some  cases,  for  reasons  he  could  not 
explain,  serious  infection  still  occurred.  To  a  certain  extent  he 
carried  on  parallel  tests  in  which  he  used  air-slaked  instead  of 
vaporized  lime.  The  largest  quantity  of  the  slaked  material  that  he 
applied  was  1.23  tons  per  acre  for  four  years,  which  made  a  total 
of  4.92  tons  to  the  acre.  Though  he  did  not  apply  a  greater  quantity 
than  this,  his  data  show  that  ton  for  ton  the  air-slaked  lime,  composed 
of  a  mixture  of  one-half  CaO  and  one-fourth  CaCOg,  was  much 
more  efficient  as  a  disease  inhibitor  than  the  vaporized  lime,  con- 
taining six-sevenths  CaCOg.  Both  limes  seemed  to  change  the  soil 
reaction  with  equal  effectiveness. 

Bramer  (7,  8)  found  that  strong  alkalinity  inhibited  the  germina- 
tion of  Plmmodiophora  hrassioae  spores  without  killing  them.  He 
believed  that  the  hydrogen-ion  concentration  was  in  itself  a  limiting 
factor  for  the  organism,  though  unexplained  exceptions  were  ob- 
served. Germination  resulted  over  a  pH  range  of  5.4  to  7.5,  but  not 
at  pH  8.0.  Lindfors  (SS)  noted  in  pot  tests  that  with  increase  in 
alkalinity  of  the  soil  there  was  a  decline  in  infection  until  at  pH 
7.8  all  plants  were  healthy.  Naumov  {S7)  studied  the  effect  of 
various  metallic  salts  on  the  control  of  clubroot.  He  concluded  that 
inhibition  depended  not  on  the  character  of  the  metal  ion  so  much 
as   upon   the   presence   of   free   hydroxyl   ions   in  the   substratum. 

Chupp  (11)  in  1928,  working  with  a  naturally  acid  soil,  applied 
calcium  hydrate  and  sulphur  and  studied  the  effect  of  H-ion  con- 
centration on  clubroot  incidence.     He  found  that  applications  which 


CLUBROOT   OF   CRUCIFERS  13 

served  to  raise  the  pH  value  to  slightly  more  than  7.0  inhibited  the 
disease.  At  a  pH  of  7.2  to  7.4  only  a  trace  of  clubroot  was  evident. 
The  amount  of  trouble  increased  rapidly  between  pH  7.0  and  6.0. 
At  pH  6.6  he  found  80  per  cent  of  the  host  plants  diseased;  at  below 
pH  6.0  it  was  possible  to  get  almost  100  per  cent  diseased. 

METHODS  USED  IN  DETERMINING  SOIL  REACTION 

The  double-wedge  comparator  described  by  Barnett  and  Barnett 
(S)  and  later  adapted  to  soil-acidity  determinations  by  Wherry  (51) 
was  used  for  H-ion  concentration  measurements  after  being  found 
to  check  within  pH  0.1  with  a  standard  Clark  &  Lubs  colorimeter 
set.  The  apparatus  was  found  to  be  simple  to  manipulate  and  suffi- 
ciently accurate  for  the  work  herein  discussed.  Soil  samples  were 
obtained  occasionally  by  shaking  soil  from  the  roots  of  plants  but 
usually  by  the  use  of  a  6-inch  soil  auger.  The  samples  while  still 
moist  were  crumbled  with  the  fingers  and  thoroughly  mixed  and 
sifted.  In  no  case  was  a  sample  crushed  or  ground  in  a  mortar  or 
forced  through  a  sieve.  Wide-mouth  bottles  of  a  little  over  30  c.  c. 
capacity  with  screw  caps  were  graduated  at  12.5,  15,  27.5,  and  30  c.  c. 
The  new  bottles  were  first  cleaned  with  soap  powder  and  weathered 
for  a  number  of  days,  first  in  concentrated  H2SO4  and  then  in  20 
per  cent  NaOH.  Before  each  test  the  bottles  were  washed  by  first 
being  scrubbed  with  soap  powder  and  then  soaked  in  20  per  cent 
HCl  for  about  one  hour.  They  were  then  rinsed  under  the  tap  and 
placed  in  a  bath  of  water  made  strongly  alkaline  with  NH4OH. 
The  alkaline  bath  was  rinsed  off,  first  under  the  tap  and  then  re- 
peatedly with  distilled  water,  and  the  bottles  were  allowed  to  drain. 
Just  before  the  bottles  were  used  they  were  rinsed  carefully  with  con- 
ductivity water.  The  aluminum  screw  caps  were  always  carefully 
washed  in  soap,  rinsed,  and  dried.  None  of  the  solutions  to  be  tested 
stood  in  contact  with  the  metal  cap,  its  main  use  being  to  exclude 
air  and  serve  as  a  cover  when  the  soil  and  water  were  shaken  in  the 
bottles.  Samples  of  distilled  and  conductivity  water  shaken  in  con- 
tainers treated  in  this  way  and  kept  covered  at  room  temperature 
for  12  hours  did  not  change  in  pH  values. 

In  testing  soils  a  bottle  was  filled  with  conductivity  water  up  to 
the  12.5  c.  c.  mark.  Soil  from  the  sifted  and  mixed  sample  was  put 
into  the  bottle  until  the  water  level  reached  the  15  c.  c.  mark,  when 
it  was  capped,  shaken  50  times,  and  set  aside  to  settle.  The  particles 
of  some  soils  showed  no  signs  of  settling  out  of  suspension  after  a 
few  minutes.  Conductivity  water  was  added  to  the  bottle  of  such 
a  suspension,  bringing  the  level  up  to  the  27.5  c.  c.  mark.  Soil  from 
the  same  sample  was  added  until  the  30  c.  c.  mark  was  reached;  the 
bottle  was  shaken  again  50  times  and  set  aside  to  settle.  In  this 
quantity  of  solution  the  soil  particles  had  a  longer  column  in  which 
to  settle.  In  many  cases  this  helped  in  obtaining  a  sufficient  quantity 
of  clear  solution  for  pH  determination. 

In  a  few  cases  the  pH  value  was  determined  as  soon  as  enough 
clear  liquid  was  obtainable  to  fill  the  test  cells  of  the  comparator. 
In  most  cases,  however,  the  soil  solutions  remained  overnight  in  the 
capped  bottles  in  an  evenly  heated  room  at  approximately  22°  C. 
and  were  tested  for  pH  value  within  12  to  15  hours.    No  radical 


14 

differences  were  noted  in  identical  solutions  3  to  15  hours  after  set- 
tling, and  the  greater  ease  of  color  determinations  in  the  clearer 
liquids  with  indicator  dyes  in  them  made  using  the  longer  period  of 
settling  the  more  satisfactory  method.  The  conductivity  water  used 
ranged  in  pH  from  6.7  to  7.2,  depending  upon  storage  conditions. 
To  offset  any  such  possible  variations  in  results,  the  same  stock  of 
water  was  used  in  testing  a  given  series  of  soil  samples. 

RESULTS  OF  SURVEY  OF  INFESTED  SOILS 

The  writer  visited  more  than  200  fields  of  cruciferous  crops  af- 
fected with  clubroot  in  Wisconsin,  Illinois,  and  Indiana.  The  types 
of  soils  were  noted,  and  116  samples  were  obtained  for  acidity  de- 
terminations. It  was  found  that  clubroot  apparently  occurred  with 
equal  severity  in  any  type  of  soil  capable  of  producing  a  cruciferous 
crop  in  the  regions  studied.  These  soils  were  largely  loams  and 
sands,  though  silts  and  clays  were  also  commonly  encountered. 
Fields  close  to  limestone  outcrops  and  those  on  the  bottom  of  pre- 
historic Lake*  Chicago  along  the  west  shore  of  Lake  Michigan,  which 
contained  large  numbers  of  gastropod  shells,  were  seriously  diseased. 
Subsoils  were  also  found  of  gumbo,  limestone,  and  marl.  Disinte- 
grating peat  and  other  newly  reclaimed  marsh  lands  in  which  no 
particles  of  lime  were  noticeable  were  also  seriously  diseased.  Sub- 
soils in  some  infested  fields  were  of  noncalcareous  nature  and  con- 
sisted of  pure  sand,  clay,  and  glacial  deposits  of  sand,  clay,  and 
pebbles. 

In  testing  for  the  pH  values  of  the  116  soil  samples  studied  it 
was  found  that  clubroot  occurs  in  soils  with  a  pH  of  5  to  7.8.  Fifty- 
seven  per  cent  of  the  soils  tested  between  6.5  and  7.4,  which  is  near 
the  neutral  point  for  soils ;  ^  35  per  cent  tested  between  pH  5.5  and 
6.4;  4  per  cent  were  distinctly  acid,  testing  between  pH  5  and  5.4; 
and  4  per  cent  were  quite  alkaline,  testing  between  pH  7.5  and  7.8. 

At  first  glance  these  results  seemed  significant  in  giving  the  pre- 
ponderance of  soils  a  pH  of  below  7.  It  is  also  to  be  noted,  how- 
ever, that  healthy  crucifers  grew  in  fields  over  the  same  range  of 
H-ion  concentrations.  In  a  number  of  partially  infested  fields 
studied  (Table  4)  the  pH  values  usually  differed  slightly  in  diseased 
and  healthy  areas,  though  the  number  of  shifts  toward  the  acid  and 
toward  the  alkaline  side  was  practically  equal.  When  the  distribu- 
tion of  acidity  was  studied  in  certain  infested  fields  (Table  5)  the 
pH  values  were  found  to  vary  over  a  wide  range,  and  diseased  areas 
were  not  necessarily  confined  to  the  more  acid  regions.  From  these 
observations  it  seems  logical  to  conclude  that  the  percentage  distri- 
bution of  diseased  soils  with  regard  to  H-ion  concentration  is  just 
what  might  be  expected  in  samples  taken  from  fields  in  the  truck- 
ing areas  studied  without  respect  to  occurrence  of  clubroot.  Proba- 
bly soils  slightly  more  acid  than  pH  5  and  more  alkaline  than  pH 
7.8  might  be  found  growing  cruciferous  crops,  and  it  is  to  be  ex- 
pected that  the  range  of  clubroot  occurrence  might  also  be  extended. 
In  the  soils  investigated  the  H-ion  concentration  does  not  appear 
to  be  a  limiting  factor  in  the  occurrence  of  clubroot  of  crucifers. 

«  Wherry  (50)  used  the  term  "  circumneutral,"  which  includes  slightly  acid,  absolutely 
neutral,  and  slightly  alkaline  reactions. 


CLUBROOT   OF   CRUCIFEHS 


16 


Table  4. — Comparison  of  pH  values  of  soils  free  from  and  infested  with  Plasmo- 
diophora   bj-assicae  in  tvell-defined  regions  withi/n  the  same  field 


Field  No. 

pH  values  of  soil 
in  the  indicated 
region 

Differ- 
ence in 
pH  value 

Field  No. 

pH  values  of  soil 
in  the  indicated 
region 

Differ- 
ence in 

Infested 

Disease 
free 

Infested 

Disease 
free 

pH  value 

l.__. 

5.9 
7.1 
6.8 
7.1 
6.5 
.       7.4 
6.7 
6.7 

6.8 
6.8 
6.8 
6.9 
7.0 
7.3 
6.9 
6.5 

-H).9 
-.3 
0 

-.2 
+.5 
-.1 
+.2 
-.2 

9 

7.3 
5.6 
6.1 
6.3 
6.7 
5.2 
7.1 

7.4 
7.0 
6.9 
6.5 
6.4 
5.5 
7.1 

+0.1 

+1.4 

—  2 

2 

10 

3 

11 

4 

12  - 

+.2 
+.7 
+.3 

5 

13 

6 

14 

7 

15 

0 

8. 

Table  5. — Irregularities  in  pH  values  shown  by  soils  of  three  clubroot-infested 

fields 


Location  of  sample 

Soil  type 

Drainage  condition 

Infection 
(per  cent) 

pH  value 

Field  A: 

High  land 

Black  loam 

Excellent 

95 
100 
100 

95 

100 
100 
100 
100 
100 
100 

100 
100 
100 

7  2 

Shoulder 

Dark  sand  . 

do 

6  9 

Black  silt 

Fair          .  . 

6.2 

Highland 

Light  sand.. 

Excellent 

6.6 

Field  B: 

High  knoll 

Light  loam 

do 

6.4 

Shoulder 

Dark  loam 

Good 

6.5 

Edge  of  bottom 

Black  loam 

Fair 

7.7 

Shoulder 

Excellent           

6.6 

Bottom 

Black  loam     -..    

Fair 

7.6 

High  land 

Dark  loam 

Excellent 

6.7 

Field  C: 

High  knoll.    .. 

Light  clay 

do 

5.9 

High  land 

do        

6.8 

Bottom 

Black  clay 

Poor 

7.1 

INFLUENCE  OF  ADDITION  OF  VARIOUS  CHEMICALS  TO  THE  SOIL 

After  the  wide  range  of  pH  values  at  which  clubroot  occurred  in 
the  field  had  been  determined,  the  H-ion  concentration  was  varied 
experimentally  in  clubroot  soils  by  adding  certain  chemicals.  Those 
used  were  of  laboratory  grade,  "  C.  P."  quality,  and  in  a  well-ground 
state.  Quantities  used  varied  increasingly  from  a  little  more  than 
1  to  11  gm.  per  kilogram  (oven-dry  weight)  of  infested  soil.  The 
soils  used  were  from  portions  of  fields  which  were  known  to  be 
thoroughly  infested  with  clubroot.  These  experiments  were  all 
performed  in  the  greenhouse. 

The  soils  were  sifted  and  thoroughly  mixed.  Requisite  quantities 
of  alkali  were  added  to  weighed  amounts  of  soil  in  a  pile  and  mixed 
by  being  turned  five  times  with  a  trowel  and  rubbed  between  the 
hands.  Vigorous  cabbage  seedlings  were  grown  in  the  treated  soils 
at  a  high  soil  moisture  content  (70  to  85  per  cent  water-holding 
capacity).  After  a  month  the  plants  were  removed  and  examined 
for  clubbed  roots,  and  the  pH  of  the  soil  was  then  determined. 
Various  alkalis  were  tested  for  their  toxicity  to  cabbage  and  their 
effect  on  the  clubroot  disease.    The  H-ion  concentration  was  shifted 


16         TECHNICAL  BULLETIN   181,  U.  S.  DEPT.  OF  AGRICULTURE 

with  varying  degrees  of  success,  depending  upon  the  soils  employed. 
Four  soils  used  in  the  experiments  tested,  respectively,  pH  6.6,  7.2, 
7.1,  and  6.7,  all  close  to  neutrality.  As  all  four  gave  essentially  the 
same  results,  the  data  from  only  one  are  presented.  (Table  6.)  In 
the  case  of  this  soil,  which  tested  originally  pH  7.2,  the  H-ion  con- 
centration was  raised  by  the  use  of  K2CO3  to  pH  8.1  without  in- 
hibiting the  occurrence  of  the  disease.  One  treatment  with  Ca 
(OH)  2  inhibited  disease  production  but  only  increased  the  pH  0.1. 
A  large  excess  of  chemically  precipitated  CaCOa  inhibited  the  dis- 
ease, but  it  affected  the  H-ion  concentration  only  slightly  in  com- 
parison with'  Ca(0H)2.  At  a  higher  H-ion  concentration  than  was 
produced  by  the  Ca(0H)2  treatment,  and  when  three  times  as  much 
reagent  was  employed,  the  carbonate  raised  the  pH"  0.1  above  the 
point  at  which  inhibition  occurred  when  the  hydroxide  was  used, 
but  did  not  reduce  disease  production.  It  was  not  until  the  pH  was 
raised  to  7.9  that  CaCOg  inhibited  clubroot. 

Table  6. — A  representatwe  experiment,  showmg  the  comparative  effect  of  the 
addition  of  certain  chemicals  to  the  soil  upon  the  pH  value  and  upon  the 
occurrence  of  cluhroot  in  cahhage 


pH  value 

Ca(0H)3 

CaCOs 

K2CO3 

pH  value 

Ca(0H)j 

CaCOs 

K2CO3 

71 

Diseased... 

do 

Healthy 

Diseased... 

Diseased. 
Do. 
Do. 

Diseased. 

7.7 

Healthy.... 

72 

7.8... 

Diseased... 
Healthy.... 

73 

7.9 

7  4 

Diseased... 

do 

do. 

8.0... 

Healthy 

76 

Healthy.... 
do 

8.1 

do 

Diseased. 

7.6 

The  pH  of  naturally  infested  field  soil  was  found  to  be  as  high  as 
7.8,  and  it  is  to  be  noted  that  the  disease  was  inhibited  at  much 
below  this  (Table  6)  by  the  use  of  Ca(0H)2,  while  K2CO3  in- 
creased the  pH  to  well  above  7.8  without  inhibiting  disease  develop- 
ment. On  the  other  hand,  several  trials  showed  that  Ca(0H)2 
inhibited  the  disease  without  raising  the  pH  more  than  0.2  or  0.3 
above  the  approximate  neutrality  shown  by  untreated  soil. 

The  pH  determinations  in  an  experiment  on  one  seriously  in- 
fested field  (Table  7),  to  which  different  quantities  of  several  types 
of  commercial  liming  materials  were  applied,  ranged  from  6.4  to  8.1. 
The  larger  percentages  of  plants  that  died  of  clubroot  occurred  in 
soils  having  a  pH  of  6.4,  6.5,  6.7,  7.1,  or  7.5.  The  highest  per- 
centage of  normally  developing  plants  occurred  in  soils  having  a 
pH  of  6.7,  7.1,  7.5,  7.8,  7.9,  8,  or  8.1.  On  the  other  hand,  plants 
were  so  seriously  diseased  that  they  were  not  able  to  head  in  plots 
showing  a  pH  of  6.5,  6.7,  6.8,  and  7.6.  In  plots  showing  a  pH 
of  6.8  and  8  no  plants  were  killed  by  Plasmodiophora  hrassicae. 
From  these  data  no  correlation  appears  between  severity  of  disease 
and  increase  in  active  alkalinity  of  the  soil. 


CLtTBROOT   OF   CRUCIFEES 


17 


Table  7. — Relation  of  pH  values  to  clubroot  of  cabbage  in  plots  of  thoroughly 
infested  field  soil   treated  icith   lime 


pH  value 

Plants 

headed 

(per  cent) 

Plants 
dead  from 
elubroot 
(per  cent) 

pH  value 

Plants 

headed 

(per  cent) 

Plants 
dead  from 
elubroot 
(per  cent) 

6.4                      

1 

0 

7 

23 

0 

4 

0 

49 

27 

47 
51 
52 
2 
49 
54 
0 
5 
22 

7.5 

1 
?1 

0 

7 
62 
20 

3 
78 
36 

23 

6.6 - 

7.5 

49 

6.6 - 

7.6 

15 

67 

7.7 

16 

6.7                               

7.8 

6.7 

7.9 

7 

6.8 

7.9- 

7 

7.1 

8.0. 

0 

7.1- 

8,1 

3 

From  the  foregoing  data  it  appears  that,  in  the  soils  studied, 
Plasmodiophora  hrassicae  is  a  disease-producing  agent  over  such  a 
wide  range  of  naturally  occurring  and  artificially  induced  H-ion  and 
OH-ion  concentration  in  the  soil  that  to  consider  OH-ion  concentra- 
tion alone  as  a  limiting  factor  is  questionable.  A  limiting  influence 
is  exerted,  however,  which  may  be  interpreted  as  actual  toxicity  of 
the  chemical  molecules  themselves.  This  question  needs  further  in- 
vestigation. The  pH  relationship  may  be  indicative  of  a  condition 
of  chemical  dissociation  in  the  soil  solution,  but  it  appears  that  this 
should  not  be  considered  the  only  limiting  toxic  element.  It  seems 
that  to  control  the  disease  effectively  materials  must  be  applied  which 
will  alter  the  soil  solution  in  such  a  way  as  to  inhibit  the  action  of 
the  parasite  while  altering  of  the  pH  value  in  itself  is  of  secondary 
importance. 

LIMING  FOR  CONTROL  OF  CLUBROOT 


PREVIOUS  INVESTIGATIONS 

Ellis  {W)  reported  that  before  1742  farmers  were  using  clay  or 
marl  for  dressing  their  diseased  fields  before  planting  turnips. 
About  75  years  later  the  Highland  Agricultural  Society  of  Scotland 
offered  prizes  for  essays  concerning  the  nature  and  control  of  the 
turnip  disease  known  as  "  finger  and  toe."  Farquharson  {17)  be- 
lieved the  disease  to  be  due  to  abnormal  growth  of  host  roots  induced 
by  the  use  of  inadequately  decayed  manure  and  suggested  that  the 
mixing  of  quantities  of  powdered  lime  shells  in  manure  heaps  would 
hasten  fermentation  and  produce  well-rotted  manure,  which  would 
obviate  future  excess  stimulation.  At  the  same  time  Abbay  (i) 
recommended,  after  careful  trials  on  diseased  land,  the  application 
of  a  particular  type  of  lime  known  as  "  Knottingley  "  at  the  rate  of 
256  bushels  per  statute  acre.  His  general  conclusion  was  that  "  bone 
manure  affords  no  relief  from  the  disease;  and  different  kinds  of 
lime  have  been  tried  without  success." 

In  1855  Anderson  (^),  chemist  to  the  Highland  Agricultural 
Society,  reported  detailed  analyses  of  soils  from  diseased  and 
healthy  fields.  He  concluded  that  the  chemical  nature  of  the  ground 
could  not  be  correlated  with  occurrence  of  the  disease,  though  it 
occurred  most  severely  on  light  "  deafish  "  soils  which  would  not 


18         TECHNICAL  BULLETIN   181,  U.  S.  DEPT.  OF  AGRICULTURE 

respond  readily  to  manuring  practices.  He  recommended,  after 
field  experimentation,  the  use  of  lime  at  the  rate  of  60  bolls  per 
Scotch  acre  two  or  three  years  before  the  crop  was  to  be  grown, 
but  found  that  for  some  unexplainable  reason  it  did  not  always 
prove  effective.  At  about  the  same  time  Hunter  (30)  found  that 
on  his  farm  "  lime  applied  to  the  young  plants  [turnips]  was  quite 
ineffective;  phosphates  in  the  drills  equally  so;  lime  worked  in 
whilst  preparing  the  land  very  slightly  beneficial."  He  recommended 
the  use  of  14  to  16  tons  of  "hot "  (probably  burnt)  lime  per  Scotch 
acre  applied  on  the  "lea"  and  plowed  under.  Henderson  (28),  a 
gardener  near  New  York  City,  reported  in  1867  observations  that 
crucifers  grown  in  soils  containing  excessive  numbers  of  disinte- 
grating oyster  shells  were  not  subject  to  attack  by  the  insect  causing 
clubroot.  He  found  that  on  lime-free  seriously  infested  land 
heavy  dressings  of  lime  were  both  expensive  and  only  temporarily 
effective.  He  procured  successful  control,  however,  by  the  use  of 
2,000  pounds  of  "flour  of  bone  "  per  acre.  Halsted  (25)  noted  that 
gardeners  of  the  eastern  United  States  were  using  lime  as  a  pre- 
ventive of  clubroot.  He  concluded  (26),  after  seven  years  of  field 
experimentation,  that  air-slaked  lime  at  the  rate  of  75  bushels  per 
acre  was  a  commercially  satisfactory  remedy  for  the  disease. 

Christensen,  Harder,  and  Kavn  (9)  through  a  series  of  laboratory 
and  field  experiments  came  to  the  conclusion  that  the  more  a  soil 
needed  a  base  the  greater  the  possibility  of  malignant  infection  of 
the  crop.  They  believed  that  the  quantity  of  lime  required  to  inhibit 
the  organism  depended  materially  upon  the  nature  of  the  soil.  Ravn 
(4^)  reported  the  results. from  liming  experiments  over  the  period 
1902  to  1911.  He  used  calcium  carbonate  and  a  mixture  of  calcium 
carbonate  and  calcium  oxide  for  the  liming  materials,  in  quantities 
varying  from  about  two-fifths  of  a  ton  to  nearly  10  tons  per  acre. 
His  conclusions  were  that  the  largest  treatment  was  the  most  suc- 
cessful as  a  disease  inhibitor.  Infection  still  occurred  in  spite  of 
this  quantity  of  lime,  but  crop  returns  were  usually  commercially 
satisfactory. 

Though  Ravn  did  not  believe  in  the  intrinsic  toxicity  of  lime 
itself,  it  is  noticeable  that  the  results  from  his  experiments  show  that 
he  obtained  more  effective  clubroot  inhibition  with  some  types  of 
limes  than  with  others.  In  1910  (41)  he  reported  the  successful 
inhibition  of  clubroot  by  the  use  of  one  application  of  air-slaked 
lime  at  the  rate  of  2  tons  to  the  acre.  A  year  later  (^2)  he  found 
it  required  four  yearly  applications  of  vaporized  lime  totaling  9.88 
tons  per  acre  to  procure  successful  inhibition  of  the  disease.  The 
air-slaked  lime  tested  about  51  per  cent  CaO  and  25  per  cent  CaCOs, 
and  the  vaporized  lime  tested  a  total  of  about  89  per  cent  CaCOa, 
which  indicated  that  CaO  was  a  much  more  efficient  disease  in- 
hibitor than  CaCOs.  The  differences  which  appeared  in  the  ef- 
fectiveness of  air-slaked  limes  were  probably  due  to  the  differences 
in  the  contents  of  oxides  or  hydroxides  and  carbonates.  Halsted 
(26)  found  75  bushels  of  air-slaked  lime  per  acre  a  successful  club- 
root inhibitor,  but  Cunningham  (14)  reported  that  it  required  from 
75  to  150  bushels  for  effective  inhibition  of  the  disease. 


CLUBROOT   OF   CRUCIFERS  19 

Calcium  may  be  more  readily  obtained  and  applied  to  the  soil  in 
the  carbonate  form  than  in  any  other.  Its  traditional  use  as  a 
remedial  measure  for  soil  troubles  is  well  known.  Carbonated  forms 
of  lime  have,  therefore,  become  very  popular  as  material  for  clubroot 
treatment.  Other  forms  of  lime  have  been  used,  some  cases  of  which 
have  already  been  mentioned.  Chloride  of  lime  was  reported  as  an 
unsuccessful  remedy  by  Cunningham  {lli).  Jones  {31)  applied 
stone  lime  (CaO)  at  the  rate  of  80  bushels  per  acre  to  the  surface 
of  the  soil,  where  it  was  allowed  to  slake  and  was  worked  in  with  a 
rake.  The  field  was  planted,  and  the  limed  areas  showed  much 
less  disease  than  the  untreated.  Hall  (^4)?  writing  in  1904  in  a 
general  text  on  soils  developed  out  of  English  experience,  suggested 
3  or  4  tons  of  quicklime  (CaO)  to  the  acre  as  a  curative  measure  for 
clubroot. 

As  has  been  pointed  out,  liming  has  proved  effective  as  a  treatment 
against  clubroot  in  many  instances,  although  exceptions  have  occur- 
red. The  purpose  of  the  present  investigations  was  to  gain  some 
knowledge  of  the  part  lime  played  in  the  clubroot  treatment,  what 
forms  were  efficient  disease  inhibitors,  and  why  liming  operations 
have  not  always  been  effective. 

GREENHOUSE  POT  TESTS 

Soils  for  greenhouse  pot  experiments  were  obtained  from  thor- 
oughly infested  fields.  Weights  were  calculated  on  an  oven-dry 
basis,  3,750,000  pounds  per  9-inch  acre  being  arbitrarily  used  as  the 
average  weight  of  cabbage-growing  soils.  These  experiments  were 
all  carried  on  under  greenhouse  conditions.  Calcium  compounds 
of  "  C.  P."  grade  and  commercial  types  of  limes  were  applied  at 
rates  of  1,  1%,  2,  and  6  tons  per  acre.  The  materials  were  carefully 
mixed  with  moist  soil  and  allowed  to  stand  in  pots  for  24  hours 
before  cabbage  seedlings  were  planted  in  them.  After  planting, 
the  soil  was  held  at  80  per  cent  water-holding  capacity  for  two  weeks, 
after  which  it  was  allowed  to  dry  out  slightly  but  held  at  approxi- 
mately 60  to  70  per  cent  water-holding  capacity  to  keep  the  plants 
growing  thriftily.  After  six  weeks  the  plants  were  examined  for 
clubroot. 

From  these  experiments  (Table  8)  it  may  be  seen  that  chemically 
pure  CaCOs,  raw  ground  limestones  of  either  high  calcium  or 
dolomitic  types,  and  gypsums  are  not  effective  clubroot  inhibitors. 
Commercial  air-slaked  lime  and  a  compound  in  which  air-slaked  and 
ground  limestone  were  used  together,  if  applied  in  large  quantities, 
6-ton  rate  at  least,  in  some  cases  showed  a  tendency  toward  checking 
the  disease.  Chemically  pure  CaO,  quicklime,  or  ground  burnt  or 
stone  lime  are  effective  clubroot  inhibitors.  Chemically  pure 
Ca(0H)2  and  commercial  hydrated  limes  are  also  potent  preventive 
agents. 


20  TECHNICAL  BULLETIN    181,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  8. — Relative  value  of  liming  materials  as  preventives  of  cluhroot  of  cahhage 

as  determined  bg  pot  tests 


Predominant  chemical 
compound 


Material  applied 


Rate  used 

(tons  per 

acre) 


Result  as 
to  disease 
develop- 
ment 


CaO. 


Ca(0H)2- 


CaCOa. 


CaCOs,  CaO,  and  Ca- 
(OH)i. 


CaSO^BHjO. 


CaO,  C.  P 

Quicklime  (lot  A)... 

Quicklime  (lot  B) 

Milk  of  lime.- 

Ca(0ll)2.  C.  P 

Ilydrated  lime  (lot  A) 

Ilydrated  lime  (lot  B) 

Hydrated  lime  (lot  C) 

CaC03,  C.  P 

H  igh  calcium  limestone 

Dolomitic  limestone  (lot  A) 

Dolomitic  limestone  (lot  B) 

Dolomitic  limestone  Clot  C) 

Dolomitic  limestone  (screenings) . 

Marl  (high  quality,  ground) 

Marl  (natural,  unground) 

Air-slaked  lime  (lot  A) 

Air-slaked  lime  (lot  B),  (fresh)... 


Air-slaked  lime  (lot  C) 

Mixed  air-slaked  lime  (lot  B)  and  limestone  (lot  A) . 
do._ 


1CaS04.2H20,  C. 
Gypsum  (lot  A). 
do 
Gypsum  (lot  B). 


Healthy. 

Do. 

Do. 

Do. 

Do. 

Do. 

Do. 

Do. 
Diseased. 

Do. 

Do. 

Do. 

Do. 

Do. 

Do. 

Do. 

Do. 
Some 

healthy. 


Do. 
Some 

healthy. 
Diseased. 

Do. 

Do. 

Do. 


FIELD  EXPERIMENTS 


SEED-BED  TREATMENTS 

Clubroot-free  seedlings  are  of  utmost  importance  to  growers  of 
cruciferous  crops  that  are  transplanted.  The  roots  of  seedlings  hav- 
ing incipient  infections  or  infested  soil  clinging  to  them  distribute 
the  disease  and  insure  crop  failure  the  first  year.  In  regions  where 
the  Brassicas  are  grown  intensively  in  the  United  States  it  is  usually 
easily  possible  to  obtain  clubroot-free  plants  for  transplanting;  yet 
these  conditions  may  not  always  exist.  For  that  reason,  and  because 
of  its  general  interest,  seed-bed  treatments  were  carried  on.  Various 
laboratory  and  proprietary  compounds  of  copper,  mercury,  and  cal- 
cium were  used  in  powder  and  in  variously  concentrated  water  solu- 
tions. Copper  carbonate  and  sulphate  did  not  appear  to  inhibit  club- 
root  even  in  concentrations  sufficiently  strong  to  be  decidedly  toxic  to 
the  plant.  Experimentation  with  mercury  compounds  following  Clay- 
ton's (12)  method,  which  was  reported  as  successful  in  New  York, 
did  not  inhibit  disease  production  under  Wisconsin  conditions. 
Further  trials  with  mercury  compounds  in  Wisconsin  showed  them 
to  be  capable  of  inhibiting  the  disease,  but  only  when  they  were  ap- 
plied in  sufficient  quantities  to  be  poisonous  to  the  host;  but  such 
quantities  are  too  expensive  to  be  practicable.  Carbonates  and  sul- 
phates of  calcium  were  not  toxic  to  the  clubroot  organism.  Calcium 
hydrate,  however,  gave  promise  of  being  useful. 

Seed-bed  treatments  with  lime  were  carried  on  for  three  years  in 
the  greenhouse  and  in  thoroughly  infested  fields.  In  the  field  the 
material  was  applied  to  freshly  plowed  ground  and  thoroughly 
worked  into  the  soil  with  hoe  and  rake.     Cabbage  seed  was  sown 


CLUBROOT   OF   CRUCIFERS 


21 


immediately,  and  after  six  weeks  the  seedlings  were  removed  from  the 
soil  with  a  digging  fork  and  examined  for  clubbed  roots. 

An  examination  of  data  from  a  typical  lime-treated  seed  bed 
(Table  9)  shows  that  limestone  at  the  rate  of  6,000  pounds  to  the 
acre  does  not  appear  to  reduce  infection  even  slightly  enough  to  be 
considered  of  any  importance.  A  good  grade  of  hydrated  lime  at 
the  rate  of  1,000  pounds  per  acre  reduced  infection  to  almost  nothing. 
Five  hundred  pounds  of  hydrated  lime  per  acre  did  not  inhibit  the 
disease,  a  treatment  which  admitted  fairly  large  percentages  of  dis- 
eased plants  in  two  trials  in  previous  years.  It  was  not  until  1,500 
pounds  were  applied  that  control  was  so  perfect  that  there  would  be 
no  danger  of  transplanting  infected  seedlings  from  the  seed  bed  to 
the  field.  It  appears  from  the  data  cited  that  hydrated  lime  well 
worked  into  the  soil  at  the  rate  of  1,500  pounds  ^  or  more  per  acre 
is  a  practicable  treatment  for  the  control  of  clubroot  in  the  seed  bed. 

Table  9. — Effect  of  application  of  hydrated  lime  and  ffround  raw  limestone  to 
seed  beds  on  the  control  of  clubrodt  of  cabbage 


Treatment  and 

Plants  diseased  (per  cent) 

Treatment  and 
pounds  per  acre 

Plants  diseased  (per  cent) 

pounds  per  acre 

Bed  No.  1 

Bed  No.  2 

Average 

Bed  No.  1 

Bed  No.  2 

Average 

None 

48 

21 
22 
27 
10 
14 
21 

58 

25 
23 
24 
26 
33 
27 

63 

23 
23 
26 
18 
24 
24 

Hydrated  lime: 
3,000 

0 
0 
0 
0 
0 
19 

0 
0 
0 
1 
3 
54 

Limestoile: 

0 

6,000 

2,000 

0 

3,000 

1,500 

0 

2,000 

1,000 

1 

1,500 

500 

2 

1,000 

None 

37 

None 

In  contrasting  the  above-described  seed-bed  findings  with  field 
data  it  is  well  to  note  several  differences.  From  field  observations  it 
appears  that  in  the  same  soil  fewer  individuals  will  be  found  with 
clubbed  roots  at  the  end  of  the  seedling  stage  than  will  be  found 
months  later  in  matured  plants  at  the  close  of  the  growing  season. 
In  seed-bed  treatments  the  materials  were  applied  by  hand  on  a 
relatively  small  area.  With  the  machine  methods  of  more  extensive 
field  operations  a  deeper  layer  of  soil  is  stirred,  which  results  in  the 
lime's  being  mixed  into  a  larger  quantity  of  soil.  It  should  be  noted, 
therefore,  that  in  handling  extensive  seed  beds  by  machinery  disease 
control  would  probably  require  more  than  1,500  pounds  of  hydrated 
lime  per  acre. 

FIELD  TREATMENTS 

The  principal  field  tests  were  conducted  in  Wisconsin  upon  badly 
infested  soil  in  Kenosha  County.  This  field  had  been  abandoned  by 
the  owner  for  growing  cabbage  because  of  the  severity  of  clubroot. 
The  last  year  cabbage  was  grown  on  the  field  by  the  owner  the  crop 
was  abandoned  without  having  a  head  cut  from  it.  This  field  was 
examined  by  the  writer  that  fall.  Except  for  a  few  individuals  in 
one  corner  of  the  field,  none  of  the  plants  pulled  were  free  from 
the  disease.     The  area  was  found  to  be  as  uniformly  infested  as 

'  At  least  5  tons  ol!  hydrated  lime  to  the  acre  are  required  in  the  Wisconsin  soils  studied 
to  produce  a  sufficiently  toxic  effect  on  cabbage  seedlings  to  be  noticeable. 


22  TECHNICAL  BULLETIN   181,  U.  S.  DEPT.  OF  AGRICULTURE 

it  could  well  be  under  natural  field  conditions.  For  the  more  criti- 
cal field  studies  (Table  10)  it  was  measured  off  into  part-acre  plots, 
and  the  limes  were  applied  at  ton-per-acre  rates.  These  plots  were 
studied  for  three  years.  Of  the  large  number  of  data  obtained  only 
a  few  representative  and  significant  cases  are  cited  and  tabulated. 

Commercial  grades  of  Imie  were  applied  to  plowed  ground  the 
first  two  years  by  hand  and  the  third  by  a  fertilizer  drill.  The 
materials  were  disked  and  harrowed  into  the  soil  as  soon  after  appli- 
cation as  possible.  Cabbage  seedlings  used  for  the  field  tests  were 
all  obtained  from  untreated  seed  beds  known  to  be  free  from  club- 
root  and  were  transplanted  into  the  experimental  field  at  the  usual 
rate  with  a  cabbage  planter.  Since  the  soil  in  the  Kenosha  County 
experimental  field  was  known  to  be  thoroughly  infested  with  Fusa- 
rium  conglutinans  Wr.,  all  data  presented  are  based  on  the  use  of  a 
commercial  strain  of  cabbage  resistant  to  the  Fusarium  disease. 
This  strain  was  also  grown  on  a  near-by  field  whose  soil  was  free 
from  clubroot  but  known  to  be  thoroughly  infested  with  the  yellow 
organism.  The  harvest  count  from  the  clubroot-free  field  was  con- 
sidered 100  per  cent.  In  this  way  ordinary  losses  due  to  death  at 
transplanting,  yellows  infection,  and  improper  heading  were  not 
included  under  clubroot  effects. 

Table  10. — Data  from  representative  plots  in  a  field  experiment,  showing  the 
effect  of  lime  applications  on  the  control  of  cluhroot  of  oabhage  in  Wisconsin 

[This  field  was  known  to  be  thoroughly  infested  with  Fusarium  conplutinans  as  well  as  Plasmodiophora 
hrassicae.    The  method  of  determining  clubroot  effects  is  described  in  the  text] 


Plot 
No. 

Liming  treatment 

Lime 
applied, 
per  acre 

Salable 
heads  at 
harvest 

Plot 
No. 

Luning  treatment 

Lime 
applied, 
per  acre 

Salable 
heads  at 
harvest 

6 

No  treatment 

Tons 

Per  cent 
0 
83 
0 
7 
3 

19..-. 
21_-._ 

Hydrated  lime 

Tom 
2 
IH 

Percent 
98 

7 

Air-slaked  lime  i 

do.i    _ 

3 

m 

2% 

m 

do.  

78 

9 

22...- 
24.... 
28-.- 

No  treatment 

7 

10-... 

do.i 

Raw  ground  agricul- 
tural limestone.i 

Hydrated  lime 

1 

75 

13.... 

do 

69 

1  This  treatment  was  applied  to  the  plot  the  year  previous  and  a  crop  was  grown  on  it  and  replanted. 


LIMESTONE 


The  most  popular  liming  recommendation  of  professional  agri- 
cultural advisors  has  long  been  the  use  of  raw  ground  limestone. 
This  material  is  cheap,  is  considered  a  soil  sweetener,  and  is  widely 
used  to  prepare  some  soils  for  successful  legume  culture.  It  has 
been  believed  for  many  years  that  clubroot  is  found  only  in  acid 
soils,  which  applications  of  ground  limestone  should  effectively 
change.  However,  preliminary  laboratory  studies  did  not  establish 
the  usefulness  of  limestone  as  a  clubroot  inhibitor  in  Wisconsin 
soils. 

Finely  ground,  raw,  dolomitic  limestone  rock,  spread  under  the 
writer's  direction  at  the  rate  of  2  and  4  tons  to  the  acre  on  com- 
mercial fields,  did  not  inhibit  the  trouble.  Heavier  limestone  appli- 
cations were,  therefore,  studied  in  the  experimental  field.  Fine 
screenings  from  a  local  dolomite  limestone  quarry  were  applied  to 
one  plot  at  the  rate  of  nearly  4i/^  tons  to  the  acre.    These  were  ap- 


CLUBROOT   OF   CRUCIFERS  23 

plied  late  in  the  fall  and  lay  in  the  soil  about  nine  months  before 
transplanting  time.  Cabbage  grown,  on  this  plot  produced  5  per  cent 
salable  heads,  practically  the  same  quantity  as  that  produced  on  the 
control  plot.  Some  investigators  have  thought  that  the  longer 
limestone  was  allowed  to  remain  in  the  soil  the  more  effective  it 
might  become  against  clubroot.  The  limestone  plot  just  described 
was,  therefore,  replanted  to  cabbage  another  year,  21  months  after 
the  ground  limestone  had  been  applied.  No  heads  were  produced 
from  this  planting. 

In  a  plot  adjacent  to  the  winter-limed  plot  was  an  area  treated 
with  what  seemed  to  the  writer  to  be  almost  an  excess  of  limestone. 
The  stone  was  prepared  for  agricultural  use,  being  ground  to  pass 
through  a  sieve  with  10  meshes  to  the  inch.  It  was  presumably  in 
a  more  readily  available  form.  It  was  applied  in  the  spring  at  the 
rate  of  over  9%  tons  to  the  acre.  That  year  not  a  single  head  was 
grown  on  that  plot,  and  but  3  per  cent  were  produced  the  next 
season.     (Fig.  2,  B.) 

AIR-SLAKED  LIME 

The  action  of  air-slaked  lime  on  clubroot  was  also  tried.  In 
pot  tests  it  had  been  previously  found  to  differ  in  its  effectiveness 
with  regard  to  disease  control.  It  is  worthy  of  note  that  this  form  of 
lime  varies  as  to  relative  amounts  of  hydrate  and  carbonate  in  its 
composition,  depending  upon  the  conditions  under  which  the  oxide 
is  slaked.  To  this  fact  may  be  due  its  inconstancy  as  a  disease  in- 
hibitor. In  this  series  lime  was  obtained  from  two  sources.  In  one 
case  it  had  been  freshly  made;  in  the  other  it  had  been  made  some 
months  previously.  This  lime  was  applied  to  the  field  at  a  number 
of  different  rates.  The  results  from  three  plots,  however,  were 
illustrative  of  the  rest  and  of  especial  interest.  One  application  of 
nearly  2  tons  of  lime  per  acre  and  another  of  nearly  2i/^  tons  per 
acre  from  the  same  source  did  not  increase  crop  production  signifi- 
cantly above  the  control  areas.  In  another  case  fresh  air-slaked  lime 
from  another  source  was  applied  at  the  rate  of  3  tons  per  acre,  and 
a  commercially  practicable  crop  resulted. 

HYDBATED   LIMB 

Hydrated  lime  was  proved  by  laboratory  and  pot  tests  to  be  capable 
of  completely  inhibiting  clubroot.  Experimentation  with  this  form 
of  lime  in  the  field  was  therefore  believed  to  be  of  great  importance. 
Hydrated  lime  is  readily  obtained.  It  is  manufactured  for  the 
building  trade  and  comes  sealed  in  heavy  paper  bags  to  obviate  car- 
bonation.  Although  a  large  number  of  plots  were  treated  with  this, 
only  a  few  will  be  discussed  here.  Different  methods  of  application 
were  tried,  the  question  of  residual  effect  was  considered,  and  the 
most  effective  quantities  to  be  used  from  the  standpoint  of  disease 
control  and  economy  were  studied. 

The  lime  was  applied  in  different  ways.  Large  quantities  were 
thrown  in  around  the  roots  of  seedlings  at  transplanting  time.  This 
served  to  keep  the  taproot  free  from  disease,  but  as  soon  as  secondary 
roots  pushed  laterally  into  the  lime-free  soil  they  became  seriously 
infected,  and  unproductive  plants  resulted.     Heavy  suspensions  of 


24 


TECHNICAL  BULLETIN   181,  U.  S.  DEPT.  OF  AGRICULTURE 


CLUBROOT   OF   CRUCIFERS  25 

hydrated  lime  in  water  were  also  used  to  water  seedlings  at  trans- 
planting, with  the  same  result.  Lime  applied  on  top  of  the  soil 
after  transplanting  served  to  keep  the  roots  free  from  clubroot  at 
the  surface,  but  this  effect  did  not  appear  to  extend  down  into  the 
soil  below.  The  only  satisfactory  way  of  applying  lime  was  found 
to  be  working  it  into  as  much  as  possible  of  the  soil  through  which 
the  roots  ramify.  This  was  done  both  by  machinery  and  by  hand, 
and  the  more  thorough  the  mixture  the  better  the  results  obtained. 

The  residual  effect  of  hydrated  lime  was  tried  by  several  plot  ex- 
periments. Kesults  varied  slightly,  but  the  conclusion  was  reached 
that  in  well-limed  soil  clubroot  inhibition  was  distinctly  noticeable 
even  three  years  after  the  application.  The  third-season  crop  was 
not  necessarily  so  perfect  as  the  crop  of  the  first  season  of  the  experi- 
ment, but  it  was  good. 

A  separate  series  of  applications  of  hydrated  lime  was  made  the 
third  year,  which  is  worthy  of  note.  It  had  as  its  object  the  finding 
of  the  most  effective  and  economical  quantities  of  hydrated  lime  to 
use  in  field  control.  This  lime  of  commercial  quality  was  applied 
by  machine  at  from  one-half  to  2  tons  per  acre.  Immediately  after 
application  the  lime  was  worked  into  the  soil  with  a  disk. 

Comparative  data  were  obtained  at  harvest  time.  Control  plots 
produced  practically  nothing,  every  year,  in  all  cases.  The  treatment 
of  one-half  ton  of  hydrated  lime  per  acre  did  not  inhibit  clubroot 
sufficiently  to  justify  recommending  it  as  a  control  measure.  Sixty- 
nine  per  cent  of  the  plants  produced  salable  heads,  though  they  were 
neither  solid  nor  of  good  quality.  The  stand  was  fair,  but  all  roots 
were  more  or  less  seriously  clubbed.  In  the  plot  treated  at  the  rate 
of  1  ton  per  acre  a  suggestion  of  successful  control  was  noted.  By 
this  treatment  not  quite  100  per  cent  stand  of  plants  resulted,  and 
up  to  the  time  of  heading  it  seemed  that  a  very  good  crop  would  be 
produced.  Only  75  per  cent  of  the  plants  finally  headed  well,  how- 
ever, and  though  the  heads  appeared  to  be  of  good  quality,  they 
were  not  heavy.  All  plants  when  pulled  showed  considerable  club- 
bing of  the  roots.  When  II/2  tons  of  hydrated  lime  were  applied 
per  acre  78  per  cent  of  salable  heads  were  cut  at  harvest.  This  is 
only  a  slightly  greater  percentage  than  was  produced  in  the  1-ton 
plot.  Individual  heads  from  this  plot  appeared  to  be  about  as 
heavy  as  those  from  the  previous  one,  but  the  general  appearance 
of  the  foliage  was  better.  The  stand  of  plants  was  perfect,  but  the 
roots  seemed  about  as  badly  clubbed  in  this  plot  as  in  the  one  re- 
ceiving the  1-ton  application.  In  the  last  plot,  on  which  2  tons  of 
hydrated  lime  were  applied  per  acre,  what  appeared  as  full  crop 
production  resulted.  (Fig.  2,  A.)  The  stand  was  perfect,  a  normal 
percentage  of  plants  produced  salable  heads,  and  the  heads  cut  were 
heavy,  solid,  and  of  good  quality.  Nearly  all  plants  in  this  plot 
showed  slight  swellings  on  the  roots,  but  occasional  individuals  had 
root  systems  that  were  free  from  clubs. 

DISCUSSION  OF  CONTROL  STUDIES 

In  the  case  of  turnips  and  other  cruciferous  crops  that  are  grown 
for  their  roots  alone,  the  only  perfectly  successful  clubroot  remedy 
is  one  that  absolutely  inhibits  the  disease.  If  an  edible  root  is  not 
only  malformed  but  opened  to  secondary  decay  organisms,  its  value 


26         TECHNICAL  BULLETIN   181,  TJ.  S.  DEPT.  OF  AGRICULTURE 

is  immediately  greatly  diminished.  However,  it  is  not  necessary  to 
inhibit  the  disease  completely  when  growing  members  of  the  kohl 
group  of  Brassica  which  are  useful  for  their  edible  aerial  portions, 
as  in  the  case  of  cabbage.  This  type  of  crucifer  can  mature  with  a 
diseased  root  system  only  relatively  free  from  clubroot,  provided  a 
sufficient  supply  of  readily  available  plant  food  is  present  in  the  soil 
for  the  remaining  healthy  roots  to  absorb  for  the  use  of  the  plant. 
Even  with  a  reduced  root  system  (fig.  3)  the  maturity  of  the  aerial 
portions  of  the  plant  may  be  thus  assured. 

Hydrated  lime  appears  to  be  a  practicable  material  to  use  for  ap- 
plication to  clubroot-infested  soil.  It  is  much  more  toxic  to  the  club- 
root  organism  than  any  of  the  sulphate  or  carbonate  forms  of  lime. 


Figure  3. — Mature  cabbage  roots  from  field  plots  treated  to  study  the  etifect  of 
hydrated  lime  on  control  of  clubroot.  A,  From  soil  into  which  lime  had  been  well 
mixed.  Lateral  roots  branched  freely  and  had  numerous  fibrous  rootlets  with  a 
few  small  clubs.  Normal  crop  was  produced.  B,  From  soil  treated  with  lime 
scattered  on  the  surface  just  previous  to  plowing  the  land.  Taproot  and  stem 
infections  were  common,  and  cordlike  lower  lateral  roots  had  a  few  fibrous 
branches  on  them.  Fair  crop  was  produced.  C,  From  untreated  plot.  The  few 
living  plants  were  severely  stunted  and  had  clubbed  root  systems  almost  wholly 
decayed 

The  toxicity  to  the  parasite  of  calcium  hydroxide  seems  to  be  due  to 
a  definite  poisoning  action  on  the  organism  by  this  chemical  com- 
pound. The  inhibiting  effect  produced  on  the  disease  by  limes  is 
apparently  neither  correlated  with  the  amount  of  Ca  ions  applied 
or  the  number  of  active  OH  ions  observed  through  pH-determination 
studies  of  the  soil.  Ground  quicklime  (calcium  oxide)  is  unstable, 
but  if  it  is  incorporated  into  moist  soil  and  left  to  slake  it  is  appar- 
ently as  successful  an  inhibitor  of  clubroot  as  is  hydrated  lime.  In 
this  case  the  moisture  in  the  soil  probably  combines  with  the  oxide, 
producing  calcium  hydroxide.  The  efficiency  of  burnt  lime  appar- 
ently depends  upon  whether  it  changes  to  carbonate  or  to  hydrate. 
Hydrated  lime  is  easily  applied  and  does  not  cause  the  discomfort  to 
the  operator  that  air- slaked  lime  or  ground  quicklime  does.  A  good 
grade  of  hydrated  lime  appears  to  have  very  definite  inhibitive 
effects  on  the  disease,  whereas  the  efficacy  of  air-slaked  lime  can  not 
be  predicted. 


CLUBROOT  OF   CRUCIFERS  27 

Efficient  control  of  clubroot  of  cabbage  was  obtained  in  the  case  of 
the  present  field  experiments  by  the  use  of  2  tons  of  hydrated  lime 
per  acre.  (Fig.  2,  A.)  The  lime  was  spread  by  machine  and  imme- 
diately worked  into  the  soil  by  disking  and  harrowing.  In  some  soils 
a  larger  application  of  commercial  hydrated  lime  may  be  desirable. 
It  is  impossible  to  make  any  general  recommendation  for  all  locali- 
ties, all  susceptible  crops,  and  all  soils,  without  much  more  extensive 
field  study.  The  cost  of  hydrated  lime  in  some  cases  may  be  pro- 
liibitive  after  the  disease  has  become  very  severe.  This  is  especially 
true  on  lower-priced  land  where  cabbage  is  grown  as  a  cash  crop  in 
a  program  of  general  farming.  It  is  possible  that  in  such  cases  long 
rotation  with  smaller  applications  of  hydrated  lime,  between  other 
crops  several  years  before  crucifers  are  planted,  may  be  found  to  be 
practicable.  In  regions  of  higher-priced  land  where' intensive  crop- 
ping is  practiced  the  cost  of  hydrated  lime  will  not  be  so  serious, 
and  still  less  so  where  specialized  crops  such  as  cauliflower,  kohlrabi, 
or  Brussels  sprouts  are  being  grown.  Considering  the  results  from 
greenhouse  and  field  studies,  it  appears  that  a  long  interval  between 
the  time  of  applying  the  lime  and  planting  the  crop  is  not  necessary. 
If  the  proper  quantity  of  hydrated  lime  is  thoroughly  mixed  into  the 
soil  before  the  lime  has  had  a  chance  to  become  carbonated  by  a  few 
hours'  exposure  to  the  open  air,  the  seed  or  seedlings  may  be  planted 
as  soon  as  convenient  for  the  grower,  with  assurance  that  the  treat- 
ment will  be  eifexjtive. 

SUMMARY 

The  purpose  of  this  bulletin  is  to  report  the  results  of  sevei'al 
years'  studies  on  the  life  history  and  control  of  Plasmodiophora 
hrassicae^  the  cause  of  the  destructive  disease  of  crucifers  known  as 
clubroot. 

The  details  of  the  process  of  spore  germination  are  described. 

The  temperature  range  for  spore  germination  occurs  at  a  minimum 
of  about  6°  C.  and  a  maximum  of  about  27°.  Spores  germinate  well 
at  temperatures  ranging  from  18°  to  a  little  above  25°,  with  the  peak 
at  25°.  Disease  development  occurs  over  a  range  of  12°  to  27°,  with 
the  optimum  from  18°  to  25°  and  with  most  malignant  disease  de- 
velopment at  about  25°.  The  temperature  range  for  disease  de- 
velopment and  spore  germination  are  practically  identical,  whereas, 
as  shown  by  Tisdale,  the  temperature  effect  upon  the  growth  of  the 
host  is  different.  This  indicates  that  probably  the  temperature 
range  of  the  disease  development  is  the  direct  result  of  the  action 
of  temperature  on  the  parasite. 

It  is  shown  that  infection  of  the  host  occurs  quite  readily  after  18 
hours  of  exposure  to  infested  soil  held  at  a  sufficient  moisture  con- 
tent. This  indicates  that  upon  the  occurrence  of  a  heavy  rain  even 
the  most  adequate  system  for  drainage  could  not  necessarily  be  ex- 
pected to  inhibit  infection  by  Pla^modiophm^a  brassicae. 

A  survey  of  clubroot-infested  fields  in  three  States  showed  in  some 
cases  seriously  infested  soils  which  were  naturally  high  in  lime. 
A  H-ion  concentration  survey  of  116  disease-infested  soils  showed 
that  they  occurred  at  a  range  of  pH  5  to  7.8,  which  was  also  found 
to  be  the  range  covered  by  samples  of  cabbage-growing  soils  selected 


28         TECHNICAL  BULLETIN  181,  U.  S.  DEPT.  OF  AGRICXTLTtRE 

without  respect  to  disease  condition.  The  action  of  certain  alkaline 
chemicals  was  studied  by  adding  them  at  different  rates  to  infective 
soils.  In  a  soil  with  a  pH  of  7.2  the  addition  of  K2CO3  produced  a 
pH  of  8.1  without  inhibiting  the  disease,  while  by  the  application  of 
Ca(0H)2  the  disease  was  completely  prevented  at  a  pH  of  7.3. 
Data  from  field  experiments  have  also  shown  that  the  H-ion  concen- 
tration could  not  be  considered  a  limiting  factor  in  disease  control. 

Experiments  carried  on  with  different  limes  in  pots  and  in  the 
field  confirm  the  above  results.  Limeg  consisting  of  CaCOg  and 
CaS04.2H20  are  not  good  clubfoot  inhibitors.  The  limes  which  are 
of  CaO  or  Ca(0H)2  composition  controlled  the  disease  well  in  plants 
grown  in  the  clubroot-infested  soils  used. 

In  thoroughly  infested  seed  beds  it  was  found  necessary  to  apply 
at  least  1,500  pounds  of  hydrated  lime  per  acre  for  satisfactory  club- 
root  control.  Unusually  large  quantities  of  raw  ground  limestone  ap- 
plied in  the  field  did  not  inhibit  the  disease.  Air-slaked  limes  were 
found  to  be  of  questionable  value  in  their  inhibitory  effects.  This 
form  was  therefore  considered  an  unsatisfactory  control  material. 
Hydrated  lime  applied  at  the  rate  of  one-half  ton  per  acre  was 
found  to  check  the  disease  noticeably,  but  it  was  not  until  2  tons 
per  acre  were  used  that  a  commercially  satisfactory  control  was  ob- 
tained on  the  soil  in  question. 

LITERATURE  CITED 

(1)  Abbay,  J. 

1831.   REPORT     ON     THE    DISEASE     IN      TURNIPS      CALLED     FINGEB     AND     TOE. 

Highland   and   Agr.    Soc.    Scot.    Trans.     (1829/31)     (n.    s.)    2: 
238-240. 

(2)  Anderson. 

1855.  report  on  the  disease  of  finger  and  toe  in  TURNIPS.     Highland 
and  Agr.  Soc.  Scot.  Trans.  (1853/55)    (3)  6:  118-140. 
(3)   Barnett,  G.  D.,  and  Barnett,  C.  W. 

1921.   COLORIMETRIC      DETERMINATION     OF      HYDROGE!N      ION      CONCETNTRATION 
BY  MEIANS  OF  A  DOUBLE- WEDGE  COMPARATOIi.      SoC.  Expt.  Biol.  Med. 

Proc.  18:  127-131. 

(4)  Bary,  a.  de 

1864.  die    myoetozoen     ( schleimpii/ze) .     ein    beitrag    zub    kenntniss 

DER   NIEDERSTEN   ORGANISMEN.      Ed.  2,   132  p.,   lUuS.      Leipzig. 

(5)  

1887.    COMPARATIVE    MORPHOLOGY    AND    BIOLOGY    OF    THE    FUNGI    MYCETOZOA 

AND  BACTERIA.     English  translation  by  H.  E.  F.  Garnsey,  rev. 
by  I.  B.  Balfour.     525  p.,  illus.     Oxford. 

(6)  BiRNIE,   M. 

1831.   REPORT  ON  THE  DISEASE  IN  TURNIPS  CALLED  FINGERS  AND  TOES.      High- 
land and  Agr.  Soc  Scot.  Trans.  (1829/31)   (n.  s.)     2:  241-242. 

(7)  Bramer,  H. 

1924.    UNTERSUCHUNGEN    tJBER    BIOL06IB    UND    BEKAMPFUNG    DBS    ESRBEGEEtS 
DER   KOHLHERNIE,    PLASMODIOPHORA   BRASSICAE   WORONIN.      LandW. 

Jahrb.    59:   [227]-243. 
(8) 

1924.   UNTERSUCHUNGEN     UBER    BIOLOGIE    UND    BEKAMPFUNG    DES    ERREGERS 
DER    KOHLHERNIE,    PLASMODIOPHORA    BRASSICAE    WORONIN.      2     MIT- 

TEiLUNG.    KOHLHERNIE  UND  BODENAziDiTAT.    Landw.  Jahrb.  59: 
673-685. 
(9)  Christensen,  H.  R.,  Harder,  P.,  and  Ravn,  F.  K. 

1909.  undersogelser  over  forholdblt  mellem  jordbundens  beskaffen- 

HED  OG   KAALBROKSVAMPENS   OPTRAEDEN   I   BGNEM    MEILLEM    AARHUS 

OG  silkeborg.    Tidsskr.  Landbr.  Planteavl.  16 :  [430]-476. 


CLUBROOT   OF   CRUCIFERS  29 

(10)  Chupp,  C. 

1917.  STUDIES    ON    CLTJBBOOT   OF   CRUCIFEROUS    PI.ANT8.       N.    Y.    Comell    Agr. 

Expt  Sta.  Bui.  387:  41^-452,  illus. 

(11)  

1928.  CLUB  ROOT  IN  RELATION  TO  SOIL  ALKALINITY.  Phytopathology  18: 
301-306,  illus. 

(12)  Clayton  E.  E. 

1926.  control  of  seedbed  diseases  of  cruciferous  crops  on  long  island 
by  the  mercuric  chloride  treatment  for  cabbage  maggot. 
N.  Y.  State  Agr.  Expt.  Sta.  Bui.  537,  29  p. 

(13)  CONSTANTINEANU,    J,    C. 

1906.    i'TBER     DIB     ENTWICKLUNGSBEDINQUNGEN     DER      MYXOMYCETEN.      Allll. 

Myc'ol.  4:  [495] -540. 

(14)  Cunningham,  G.  C. 

1914.  studies  of  CLUB-ROOT.  II.  DISEASE  RESISTANCE  OF  CRUCIFERS  ; 
METHODS  OF  COMBATING  CLUB-ROOT.       Vt.  AgF.  Expt.   Sta.  Bul.   185  : 

[67]-96,  illus. 

(15)  Curtis,  J. 

1843.  OBSERVATIONS  ON  THE  NATURAL  HISTORY  AND  ECONOMY  OF  VARIOUS 
INSECTS  AFFECTING  THE  TURNIP-CROPS,  INCLUDING  THE  SURFACE- 
CATERPILLARS,  THE  TURNIP-GALL  WEEVIL,  AND  THE  DIPTEROUS  FLIES 
AND  ROVE  BEETLES  INFESTING  ANBURY.  Jour.  Roy.  AgF.  SOC.  Eng- 
land 4 :  100-138,  illus. 

(16)  Ellis,  W. 

1742-44.  the  modern  husbandman,  or,  the  practice  of  farming.  4  v. 
London. 

(17)  FaRQUH ARSON,   J, 

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(34)  

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and  the  soil-water  ratio,  and  the  nature  of  soil  acidity  as 
REVEALED  BY  THESE  STUDIES.     Soil  Sci.  20  :  285-305. 

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1908.  KAALHROKSVAMPEN.  Tidsskr.  Landbr.  Planteavl  15:  [527]-620, 
illus. 


(41) 


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CLUBROOT   OF    CRUCIFERS  31 

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1920.  determining  soil  acidity  and  alkalinity  by  indicators  in  the 
FIELD.    Jour.  Wash.  Acad.  Sci.  10 :  217-223. 

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ORGANIZATION  OF  THE 
UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 

April    17,    1930 


Secretary  of  Agriculture Arthur  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work 1 A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension   Work C.  W.  Warburton. 

Director  of  Personnel  and  Business  Admin-     W.  W.  Stockbergeb. 
istration. 

Director  of  Information M.  S.  Eisenhower. 

Solicitor E.  L.  Marshall. 

Weather  Bureau Charles  F.  Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dairy  Industry O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A,  Taylor,  Chief. 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  Chief. 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief. 

Plant  Quarantine  and  Control  Admi/nistr  at  ion-   Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Food,  Drug,  and  Insecticide  Administration—    Walter  G.  Campbell,  Director  of 

Regulatory   Work,   in   Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Barnett,  Librarian. 


This  bulletin  is  u  contribution  from 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Office  of  Horticultural  Crops  and  Diseases.  E.  C.  Auchter,  Principal  Horti- 
culturist, in  Charge. 
32 


U.  S.  GOVERNMENT   PRINTING   OFFICE:  1930 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  C Price  5  cents 


Technical  Bulletin  No.  180 


May,  1930 


ORIGIN  AND  DISTRIBUTION 

OF  THE  COMMERCIAL 

STRAWBERRY  CROP 


BY 
J.  W.  STROWBRIDGE 

Principal  Marketing  Specialist  Assistant,  Division  of  Fruits  and 
Vegetables f  Bureau  of  Agricultural  Economics 


United  States  Department  of  Agriculture,  Washington,  D.  C. 


For  sale  by  the  Superintendent  of  Documents.  Washington,  D.  C. Price  25 


Technical  Bulletin  No.  180  V^*^^^i^^^K^^^^^^/  May,  1930 

UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


ORIGIN  AND  DISTRIBUTION  OF  THE 
COMMERCIAL  STRAWBERRY  CROP 

By  J.  W.  Strowbridge,  Principal  Marketing   Specialist   Assistant,  Division  of 
Fruits  and  Vegetables,  Bureau  of  Agricultural  Economics 


CONTENTS 


Page 

Introduction 1 

Commercial  position  of  the  crop 4 

Growth  of  the  industry 5 

Areas  of  production 5 

Yield  per  acre 9 

Production 11 

^rend  of  acreages 12 

Production  and  shipments __.  14 

Crop-movement  period. 16 

Varieties  of  strawberries 22 


Page 
Review  of  the  strawberry  industry  by  States, 

1920  to  1926,  inclusive 24 

Approximate  distribution  from  five  impor- 
tant districts 53 

Carload  unloads  at  50  markets 63 

Origin  of  the  carload  strawberry  supply  of  69 

markets 68 

Cost  per  quart  for  transportation  of  straw- 
berries       101 

Conclusions 104 


INTRODUCTION 


Strawberries  constitute  one  of  the  most  widely  grown  fruit  crops  of 
the  United  States.  They  can  be  grown  successfully  in  all  latitudes 
of  the  country  and  are  the  first  deciduous  fruit  to  mature  each  season 
in  the  localities  in  which  they  are  grown.  Strawberries  are  available 
on  the  larger  markets  for  practically  nine  months  of  each  year. 
Although  the  total  crop  of  strawberries  in  the  United  States  could 
be  produced  on  less  acreage  than  the  land  area  of  an  average  county, 
the  labor  and  money  expended  in  details  of  production,  harvesting, 
and  marketing,  approximate  an  estimated  value  of  more  than 
$44,000,000  annually. 

Although  estimates  of  commercial  strawberry  acreages  are  made 
each  season  by  the  United  States  Department  of  Agriculture,  records 
of  the  entire  acreage  of  the  United  States  are  available  only  for 
census  years.  The  1924  census  reports,  combined  with  the  Bureau 
of  Crop  and  Livestock  Estimates  reports,  indicate  that  an  area  that 
approximated  211,000  acres  was  utilized  for  production  of  the  crop 
that  season,  exclusive  of  many  small  plots  grown  wholly  or  in  part 
for  home  consumption.     (Tables  1  and  2.) 

96608°-30 1  1 


2  TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  1. — Estimated  strawberry  acreage  by  States,  season  1924 


Acreage 

State 

Acreage 

State 

Market  > 

All 
other  i 

Total 

Market » 

All 
other  > 

Total 

Alabama 

Acres 
3,«60 
20,780 

Acres 
464 
736 
38 
410 
609 
301 

Acres 

4,424 

21,  516 

38 

4,150 

609 

790 

4,900 

4,999 

1,015 

397 

5,207 

3,398 

3,669 

1,888 

5,647 

14,813 

714 

12,000 

1,373 

9,710 

2,465 

1,395 

13, 078 

282 

382 

Nevada 

Aaes 

Acres 
25 
352 

Acres 
25 

Arkansas      

New  Hampshire 

352 

Arizona 

New  Jersey 

6,500 

6,500 
20 

California.. 

3,740 

20 

1,086 

771 

69 

1,053 
666 
462 
922 
88 
179 
115 

1,401 
905 
151 
261 

2,121 
238 
838 

1,542 
52 

Connecticut 

New  York     

4,900 
6,180 

5,986 

6,951 

69 

Colorado 

3  489 
4,900 
4,690 

3  445 

North  Carolina 

North  Dakota 

Delaware        

Florida      

309 

570 

397 

1,617 

1,378 

709 

968 

1,277 

213 

714 

920 

1,373 

1,920 

913 

205 

1,658 

202 

382 

Ohio                  

3,800 
3  471 
6,020 
3,250 

4,853 
1  137 

Georgia      

Oklahoma 

Idaho  

Oregon 

6,482 
4, 172 

Illinois 

3,590 
2,020 
2,960 
920 
4,370 
14,600 

Pennsylvania 

Rhode  Island     

Indiana 

88 

Iowa               

South  Carolina 

South  Dakota 

550 

729 

Kansas 

115 

Kentucky    

Tennessee       . 

26,220 

1,070 

813 

27,621 

Louisiana . 

Texas            .    -- 

1,975 

Maine       

Utah            

964 

Maryland 

11,080 

Vermont 

261 

M  assachusetts 

Virginia. 

11,360 
5,620 

13, 481 

Michigan            ... 

7,790 
3  1,  552 

1,190 

11,420 

3  80 

Washington 

5,858 
838 

Minnesota  . 

West  Virginia 

Mississippi 

Wisconsin 

2,040 

3,582 

Missouri --- 

Wyoming 

52 

Total 

Nebraska 

179,  370 

31,600 

210, 970 

1  Compiled  from  revised  unpublished  estimates  of  market  or  commercial  acreage  reported  by  the  Division 
of  Crop  and  Livestock  Estimates  under  date  of  May  21 ,  1927,  and  from  1925  Census  of  Agriculture  reports. 

2  Acreage  in  those  counties  which  were  not  included  in  the  reports  of  the  Division  of  Crop  and  Livestock 
Estimates,  but  for  which  figures  weie  published  in  the  State  reports  of  the  Census  of  Agriculture,  1925. 

3  Acreage,  considered  as  commercial  in  this  bulletin,  which  was  published  in  the  State  reports  of  the 
Census  of  Agriculture,  1925,  but  was  not  included  in  the  Division  of  Crop  and  Livestock  Estimate  reports. 

The  yield  per  acre  reported  by  commercial  growers  for  the  1924 
crop  was  practically  the  same  as  the  United  States  average  yield  of 
1,758  quarts  reported  for  the  7-year  period  ended  \vith  1926.  If  it  is 
assumed  that  this  yield  is  fairly  representative  for  the  country,  the 
total  production  for  the  1924  season  was  about  371,000,000  quarts, 
equivalent  to  43,647  average  carloads.  This  indicates  a  per  capita 
consumption  of  3.3  quarts. 

A  considerable  part  of  the  strawberry  production  is  grown  and 
consumed  locally,  but  the  greater  part  of  the  crop  in  certain  districts 
must  be  disposed  of  on  the  general  market  in  carloads.  Thirty  of  the 
States  make  carload  shipments  each  year.  The  total  of  these  yearly 
shipments  has  averaged  14,203  cars  during  the  7-year  period  ended 
with  1926.  ^  (Fig.  6.) 

The  details  of  marketing  the  strawberry  crop  present  many  recur- 
rent problems.  Statistical  information  as  to  areas  of  production, 
time  and  volume  of  movements,  sources  of  market  supplies,  and 
volume  of  market  demands  will  aid  in  solving  these  problems. 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


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4  TECHNICAL  BULLETIN  180,  TJ.  S.  DEPT.  OF  AGRICULTURE 

Statistical  data  are  records  of  past  performances.  Knowledge  of 
the  past  is  necessary  for  the  safe  conduct  of  any  industry  although 
there  is  no  assurance  that  exact  duplications  of  experiences  will  occur 
in  the  future.  These  records  show  that  the  several  areas  have  pro- 
duced strawberries  each  year  for  a  continued  period  and  have  dis- 
tributed them  among  specified  markets  in  variable  quantities  each 
season.  Therefore  it  is  logical  to  assume  that  these  areas  will  con- 
tinue to  produce  and  distribute  during  the  next  few  seasons  approxi- 
mately as  in  the  past.  The  distribution  from  all  districts  is  subject  to 
variations  each  season  in  volume,  time,  and  destinations  of  ship- 
ments. These  changes  are  influenced  by  volume  of  production, 
weather,  and  market  conditions. 

Experience  has  proved  that  a  proper  use  of  records  of  the  past,  in 
conjunction  with  current  official  information  on  crop  and  market 
conditions,  is  of  value  in  determining  market  operations.  In  practice 
past  records  of  such  factors  as  acreage,  production,  yield,  and  prices 
are  often  used  as  a  measure  for  comparison  with  current  attainments 
in  those  items.  Present  acreages  are  compared  usually  with  acreages 
of  certain  outstanding  years  of  the  past,  or  with  average  acreages 
of  a  definite  period  of  time.  The  prominent  years  of  an  industry  are 
those  in  which  unusual  results  (large  acreages,  crop  failures,  etc.) 
occurred,  which  were  caused  by  exceptional  conditions.^  Compari- 
sons with  unusual  results  are  likely  to  convey,  to  a  certain  degree, 
wrong  impressions  as  to  the  true  significance  of  the  factors  involved 
at  the  present  time.  An  average  affords  a  much  wider  measure  for 
comparison  than  does  any  single  year.  The  total  production  of  the 
strawberry  industry  for  a  term  of  years  is  the  result  of  all  influences 
affecting  production  during  the  period  involved.  If  this  total  pro- 
duction is  evenly  apportioned  among  the  years  of  the  period,  the 
average  thus  obtained  represents  the  result  in  production  which  would 
have  been  attained  each  season  under  average  or  ordinary  conditions. 
It  is  a  fact  that  average  results  are  seldom  attained;  consequently, 
the  results  of  the  current  season  are  reported  usually  as  above  or 
below  the  average,  or,  in  other  words,  they  are  above  or  below  the 
results  which  occur  under  average  conditions. 

To  present  the  statistical  situation  of  the  strawberry  industry  in  the 
United  States,  as  indicated  by  the  Department  of  Agriculture's 
records  of  the  7-year  period  ended  with  1926,  many  graphic  illustra- 
tions are  given  in  this  bulletin. 

COMMERCIAL  POSITION  OF  THE  CROP 

The  production  of  strawberries  is  classed  among  the  leading  truck- 
crop  industries  of  the  United  States.  The  estimated  value  of  the 
market-strawberry  crops  of  the  country  averaged  $44,128,000  for  the 
three  years  ended  with  1926.  During  this  period  the  crop  was  fifth 
among  the  fruit  crops  of  the  country  in  total  farm  cash  value,  and  in 
gross  returns  to  the  growers  it  was  exceeded  only  by  apples,  oranges, 
grapes,  and  peaches  in  the  order  named.  As  compared  with  the  cash 
values  of  truck  crops  for  this  period,  the  total  cash  values  of  the  straw- 
berry crop  were  exceeded  only  by  those  of  early-crop  potatoes  and 
tomatoes.  During  the  years  mentioned  the  average  gross  returns  per 
acre  for  the  United  States  from  10  important  truck  crops  are  esti- 

J  Conditions  as  used  in  this  sentence  represent  a  combination  of  prices,  demand,  competition,  shipments, 
and  all  other  factors  that  directly  or  indirectly  affect  the  strawberry  industry. 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP  5 

mated  as  follows:  Celery,  $525;  strawberries,  $278;  lettuce,  $272; 
onions,  $259;  cantaloupes,  $202;  asparagus,  $163;  snap  beans,  $150; 
cabbage,  $142;  tomatoes,  $124;  and  cucumbers,  $94.  Data  drawn 
from  Government  studies  of  cost  of  producing  these  fruits  and  vege- 
tables are  too  meager  to  be  of  value  as  a  guide  for  estimating  the  net 
returns  per  acre. 

GROWTH  OF  THE  INDUSTRY 

The  commercial  strawberry  of  to-day  is  believed  to  be  a  descendant 
of  the  wild  meadow  strawberry  native  to  the  country.  The  crossing 
of  this  wild  strawberry  of  the  eastern  part  of  the  United  States  with 
the  cultivated  varieties  from  Chili  resulted  in  hybrids  from  which  the 
strawberry  grown  at  the  present  time  is  the  result.  Market  produc- 
tion began  about  1800,  but,  because  of  the  perishable  nature  of  the 
varieties  then  grown,  only  small  quantities  were  produced  and  those 
in  localities  near  points  of  consumption.  The  expansion  of  the  in- 
dustry as  a  commercial  proposition  began  about  1860  and  has  been 
encouraged  by  better  methods  of  culture  and  the  development  of 
varieties  which  are  adapted  to  meet  the  varied  growing  conditions  in 
many  producing  sections  of  the  country  and  which  have  qualities 
that  give  a  reasonable  assurance  of  delivery  in  good  condition  to 
distant  markets. 

The  use  of  refrigeration  and  other  improvements  in  transportation 
facihties  have  aided  the  development  of  the  industry  in  sections  far 
removed  from  the  centers  of  consumption.  As  a  result  of  these 
improvements  and  the  growing  public  demand  for  strawberries,  the 
industry  has  increased  to  the  extent  that  150,370  acres  were  utilized 
for  market  production  during  1926,  and  the  average  was  136,304 
acres  during  the  7-year  period  ended  with  that  year. 

AREAS  OF  PRODUCTION 

The  data  of  the  1925  census  of  agriculture^  indicate  the  wide  extent 
of  the  strawberry  industry  in  the  United  States.  These  data  show 
acreage  distributed  over  2,395  of  the  3,068  counties  into  which  the 
48  States  are  divided. 

Although  these  reports  show  a  wide  dissemination  of  the  cultivated 
strawberry  crop  in  the  United  States,  most  of  the  counties  in  the 
greater  part  of  the  territory  included  report  less  than  10  scattered 
acres  per  county.     (Fig.  1.) 

The  greater  part  of  the  strawberry  crop  is  produced  on  small  acre- 
ages. Plots  ranging  in  size  from  less  than  one-fourth  to  4  or  5  acres 
are  the  usual  limitations  of  the  individual  operators.  More  exten- 
sive operations  than  this  statement  would  indicate  are  practiced  in 
certain  localities,  but  they  are  the  exceptions  rather  than  the  rule. 
Strawberry  ''patches"  are  to  be  found  scattered  over  practically  all 
tilled  sections  of  the  country.  The  combination  of  small  acreages 
that  are  located  in  sections  especially  adapted  to  strawberry  culture 
form  the  larger  districts  of  the  industry. 

A  very  large  percentage  of  the  total  production  of  strawberries  is 
intended  for  market  purposes,  but  all  the  acreage  (fig.  1)  utilized  for 

*  United  States  Department  of  Commerce    Bureau  of  the  Census,    united  states  census  or 
AGRICULTURE,  1925.    3  pts.    Washington,  [D.  C.J.    1927. 


6 


TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGEICULTURB 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP  7 

this  purpose  is  not  included  in  the  commercial  estimates.  The  total 
strawberry  crop  of  the  country  is  here  considered  under  two  heads — 
that  part  of  the  crop  grown  for  home  consumption  or  sale  on  near-by 
markets  in  small  lots  and  the  general  market  supply  grown  principally 
in  the  larger  producing  centers  for  delivery  in  carloads  or  motor- 
truck loads  to  more  distant  points.  The  information  received  by  the 
United  States  Department  of  Agriculture  from  these  larger  districts 
is  the  basis  of  the  official  commercial  or  market  acreage  yield  and 
crop-condition  estimates  reported  each  season. 

The  latest  available  data  on  the  total  acreage  of  strawberries 
grown  in  the  United  States  are  for  the  season  of  1924.  These  data 
are  included  in  the  1925  agriculture  census  reports.  For  the  pur- 
poses of  this  bulletin  that  part  of  the  acreage  included  in  the  official 
estirnates  and  some  of  the  larger  acreages  reported  in  the  census  but 
not  included  in  the  official  estimates  have  been  combined  and  will 
be  designated  as  market  acreage.  Table  1  includes  these  data  and 
they  form  the  basis  of  Figure  2. 

Practically  two-thirds  of  the  market  production  is  confined  to  a 
few  large  centralized  shipping  districts.  These  include  the  Eastern 
Shore  district,^  the  Norfolk  section  of  Virginia,  and  the  Carolina 
district,  all  situated  in  the  Atlantic  coast  area;  Florida,  Louisiana, 
Mississippi,  Alabama,  and  Texas  in  the  Gulf  area;  Tennessee,  Ken- 
tucky, southern  Illinois,  and  Indiana  in  the  east-central  area;  and 
the  Ozark  ^  and  the  White  County  ^  districts  in  the  west-central  area. 

The  Pacific-coast  area  includes  California,  Washington,  and  Oregon. 
These  States  form  a  self-sustaining  strawberry  industry  inasmuch  as 
they  produce  and  consume  in  the  fresh  state  or  preserve  practically 
all  stock  handled  in  the  home  territory. 

Michigan,  New  York,  Wisconsin,  Pennsylvania,  Ohio,  and  Iowa 
each  have  small  acreages  that  produce  minor  quantities  for  carload 
distribution.  Maine  and  Montana  have  small  acreages  that  produce 
late  crops,  from  which  the  last  carload  shipments  of  the  season  are 
made. 

Massachusetts  reports  carload  shipments  each  season,  but  no  other 
data  regarding  the  industry  in  this  State  are  available.  The  New 
Jersey  area  is,  practically,  a  part  of  the  Eastern  Shore  district. 
Utah,  Colorado,  and  Minnesota  have  small  areas  that  produce 
market  stock,  but  this  is  for  local  consumption,  no  carload  ship- 
ments being  reported  out  of  these  sections.     (Fig.  2.) 

Tennessee,  which  averaged  17,744  acres  per  year  during  the  period 
1920-1926,  leads  the  States  in  strawberry  acreage;  Arkansas,  with 
an  average  of  15,499  acres,  is  second. 

The  grouping  of  States  used  in  official-estimate  reports  is  determined 
by  the  probable  maturing  period  of  the  crops  of  the  different  States. 
Those  States  south  of  the  thirty-fourth  parallel  are  classed  as  the 
early-crop  group.  The  second-early-crop  and  intermediate-crop 
groups  are  located  in  a  belt  that  extends  east  and  west  across  the 
country  and  is  bounded  by  the  thirty-fourth  and  fortieth  parallels. 
These  groups  produce  the  greater  part  of  the  eastern  market  supply. 
The  States  north  of  the  fortieth  parallel  form  the  late-crop  group. 
The  States  included  in  each  group  are  named  in  Table  3. 

'  Includes  Delaware,  and  those  parts  of  Maryland  and  Virginia  situated  on  the  peninsula  that  lies  east 
of  Chesapeake  Bay. 
<  Includes  parts  of  Missouri,  Arkansas,  and  Oklahoma! 
*  Includes  White  County,  Ark.,  and  vicinity. 


8 


TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGEICTJLTURE 


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ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


Table  3. — Average  of  estimated  market  acreage,  yield  per  acre,   production,  and 
carload  shipments  of  strawberries  by  States,  1920-1926 


Acreage 

Yield  per 
acre  i 

Estimated  produc- 
tion 

Carload  shipments 

State 

Total 

Percent- 
age of 
produc- 
tion 

Early  crop: 

Alabama.                                  

Acres  « 

2,879 

2,876 

12,014 

930 

746 

Quarts 

1,689 
1,927 
1,435 
1,456 
1,355 

1,000 
quarts 
4,863 
5,542 

17, 240 
1,354 
1,011 

Cars  2 
482 
825 
1,842 
134 
108 

Carsi 

407 

465 

1,627 

71 

31 

Per  cent 

84 

Florida 

66 

Louisiana 

83 

Mississippi 

53 

Texas.                 

29 

Total  or  average 

19, 445 

1,543 

30,010 

3,391 

2,501 

74 

Second  early  crop: 

Arkansas 

15, 499 
1,186 
4,491 

17, 744 
6,309 

1,347 
3,830 
2,443 
1,551 
2,408 

20,876 
4,542 
10, 973 
27,528 
15, 191 

2,071 
582 
1,478 
2,731 
1,978 

1,318 
23 
1,253 
2,242 
1,162 

64 

California  (southern  district) 

4 

Carolinas 

85 

Tennessee..                 

82 

Virginia 

59 

Total  or  average 

45,229 

1,749 

79, 110 

8,840 

5,998 

68 

Inteimediate  crop: 

California  (other) 

2,129 
4,289 
3,317 
1,847 
2,860 
574 
4,380 
9,524 
10, 051 
5,620 

3,224 
2.098 
1,505 
1,703 
1,665 
1,639 
1,602 
2,134 
1,580 
1,633 

6,864 

8,998 

4,992 

3,145 

4,762 

941 

7,016 

20,328 

15, 876 

9,177 

880 

1,172 

495 

312 

472 

109 

696 

2,647 

1,575 

1,195 

177 

833 

225 

39 

59 

13 

517 

1,445 

1,065 

275 

20 

Delaware 

71 

Illinois 

45 

Indiana.                                    _      

13 

Iowa 

13 

Kansas 

12 

Kentucky 

74 

Maryland..                          .             .  .- 

55 

Missouri... 

68 

New  Jersey 

23 

Total  or  average 

4^,  591 

1,841 

82,099 

9,553 

4,648 

49 

Late  crop: 

Massachusetts  ^ 

80 
385 
273 
10 
87 
11 
89 
87 
35 

Michigan 

6,396 
4,183 
3,191 
4,677 
3,116 
4,276 
1,200 

1,437 
2,299 
1,788 
1,847 
1,699 
1,867 
1,690 

9,194 
9,615 
5,705 
8,640 
5,294 
7,983 
2,028 

884 
1,253 
566 
1,000 
689 
924 
176 

44 

New  York-- - 

22 

Ohio 

2 

Oregon 

9 

Pennsylvania 

2 

Washington 

10 

Wisconsin .  .      .  .. 

49 

All  other  3 

Total  or  average 

27,039 

1,792 

48,459 

5,492 

1,057 

« 17 

United  States 

136,304 

1,758 

239,678 

27, 276 

14,203 

52 

1  Weighted  averages. 

« Averages  of  data  in  Table  2. 


Acreages  and  production  data  not  available. 
Massachusetts  and  "all  other"  not  included. 


YIELD  PER  ACRE 

The  yield  per  acre  is  the  main  factor,  other  than  acreage,  to  be 
considered  when  estimating  the  volume  of  a  season's  crop.  The 
importance  of  this  statement  is  shown  in  a  comparison  of  the  average 
production  factors  for  Delaware  and  Kentucky.  Delaware,  with  a 
yield  of  2,098  quarts  and  an  acreage  that  averaged  91  acres  less  than 
that  of  Kentucky,  produced  1,982,000  more  quarts  per  year  during 
the  7-year  period  (1920-1926)  than  did  Kentucky  with  a  yield  of 
1,602  quarts.     (Table  3  and  Fig.  3.) 

The  quantity  of  yield  in  all  sections  is  affected  by  weather  condi- 
tions at  all  stages  of  the  crop's  development.  This  fact  shows  the 
necessity  for  the  use  of  daily  information  on  weather  conditions  in 
the  producing  sections  as  a  basis  for  estimating  the  prosx)ective  yield 


10 


TECHNICAL  BULLETIN  180,  U.  S.  BEPT.  OF  AGRICULTURE 


of  the  current  season's  crop.  It  is  reasonable  to  assume  that  practi- 
cally all  weather  or  other  conditions  affecting  the  strawberry  yield 
were  encountered  at  one  time  or  another  during  the  7-year  period 


THOUSANDS  OF  ACRES 
0  5  10  15 


THOUSANDS  OF  QUARTS  PER  ACRE 


MILUONS  OF  QUARTS 

10 .         20  30 


I       I 
I       I 


Figure  3. — average  market  acreage.  Yield  per  Acre,  and  Produc- 
tion OF  STRAWBERRIES.    1920-1926 

A  comparison  of  the  acreages  and  yields  of  California  and  the  Carolinas  shows  the  effect  of  yields 
per  acre  on  total  production.  A  similar  outstanding  example  is  shown  by  a  comparison  of 
Michigan,  New  Jersey,  and  Delaware. 

ended  with  1926.  Upon  this  assumption  is  based  the  conclusion  that 
the  weighted  average  obtained  by  dividing  the  total  production  by 
the  total  acreage  for  that  period  is  a  fair  estimate  of  the  yield  per 
acre  that  may  be  anticipated  for  any  given  area. 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


11 


From  1920  to  1926,  inclusive,  the  yearly  average  yield  per  acre  in 
the  United  States  was  estimated  as  1,758  quarts;  the  early-crop 
States,  1,543  quarts;  the  second-early  crop  States,  1,749  quarts;  the 
intermediate-crop  States,  1,841  quarts;  and  the  late-crop  States,  1,792 
quarts.  These  average  yields  indicate  that,  considering  each  group 
as  a  whole,  the  most  favorable  growing  conditions  for  strawberries 
occur  in  the  intermediate  and  late-crop  States.  (Fig.  4  and  Table  3.) 
California,  with  a  7-year  (1920-1926)  State  average  of  3,441  quarts 
per  acre,  leads  the  country  in  bounteous  strawberry  yields.  The 
Carolinas  (2,443  quarts),  Virginia  (2,408  quarts),  New  York  (2,299 
quarts),  and  Maryland  (2,134  quarts),  in  the  order  named,  are  the 
five  States  next  in  rank  in  yields  per  acre.     (Fig.  3  and  Table  3.) 


PRODUCTION 


The  yearly  average  market  production  of  strawberries  in  those 
States  included  in  the  official  estimates  is  about  240,000,000  quarts, 


STATES 


EARLY- CROP 


ACREAGE 
THOUSANDS  OF  ACRES 
0     10    20    30   40   50 


YIELD  PER  ACRE       PRODUCTION  and  SHIPMENTS 
HUNDREDS  OF  QUARTS  MILLIONS  OF  QUARTS 

0        5       10      15      20       0      20     40     60     80    100 


SECOND  EARLY-CROP 


INTERMEDIATE-CROP 


LATE- CROP 


Figure  4.— average  Market  acreage.  Yield  per  acre,  and  Produc- 
tion OF  strawberries.   1920-1926 

The  second  early-crop  States  averaged  the  largest  acreage  among  the  four  groups,  but  the  inter- 
mediate-crop States  with  a  smaller  acreage  and  a  larger  yield  per  acre  ranked  first  in  volume  of 
production.    The  greater  part  of  the  late  crop  is  for  local  consumption. 

which  is  equivalent  to  27,276  average  cars.  This  quantity  is  esti- 
mated to  be  about  83  per  cent  of  the  total  average  production  of  the 
country.  The  volume  of  the  production  of  any  district,  or  of  the 
country  as  a  whole,  is  very  difficult  to  anticipate  each  season,  for,  no 
matter  how  favorable  the  growing  conditions  may  have  been  during 
the  season,  the  conditions  during  the  harvest  period  determine  the 
final  results.  From  the  viewpoint  of  safety  in  marketing  activities, 
it  is  well  to  plan  operations  on  the  basis  that  production  of  straw- 
berries during  any  season  will  be  indicated  by  estimated  acreage  and 
yield-per-acre  reports. 

Although  strawberries  are  grown  in  each  of  the  48  States,  and 
usually  the  production  is  for  market  purposes,  yet  over  one-half  of 
the  commercial  crop  originates  in  6  leading  States  which,  in  order  of 
number  of  quarts  produced,  are  Tennessee,  Arkansas,  Maryland, 
Louisiana,  Missouri,  and  Virginia.     (Fig.  3.) 


12 


TECHNICAL  BULLETIN  180,  TJ.  S.  DEPT.  OF  AGKICULTURE 


TREND  OF  ACREAGES 


The  conditions  of   1920  are  considered   as  the  beginning  of  an 
upward  trend  of  the  strawberry  industry  of  the  United  States,  and  for 


PER  CENT 

400 

200 
100 
0 

400 

200 
100 
0    - 


^ll 


m 


400 

200 
100 

0   ■ 

400 

200 

100 
0 

400 

200 
100 

0   • 

400 

200 
100 


ALABAMA  ARKANSAS         CAUFORNIA        CAROLINAS 


1 1 1 1 1 1 1    I 


111 


FLORIDA 


LOUISIANA 


n 


NEW  JERSEY 


null 


TENNESSEE 


fiffll] 


EARLY   CROP 


ILLINOIS 


anujaano 


MARYLAND 


nmt 


NEW  YORK 


Dim 


TEXAS 


m 


SECOND 
EARLY    CROP 


nw 


INDIANA 


MICHIGAN 


nun 


OHIO 


mmj 


INTERMEDIATE 
CROP 


mDi 


M 


IOWA 


mm 


MISSISSIPPI 


nffli 


OREGON 


U^ 


WASHINGTON 


tsm 


LATE   CROP 


nmt 


DELAWARE 


fdn 


KENTUCKY 


nmt 


MISSOURI 


^^ 


PfTIII 


iUJll 


PENNSYLVANIA 


mm 


WISCONSIN 


si 


U.S.  TOTAL 


I^t 


1921  '33     '25        1921  '23     '25        1921  '23     '25        1921  '23    '25       1921  '23     '25 

FIGURE  5. — ESTIMATED  COMMERCIAL  STRAWBERRY  ACREAGE  BY  STATES. 
1921-1926   (1920=100) 

Each  State  panel  in  this  figure  stands  alone  and  is  not  comparable  with  the  panels  of  any  other 
State.  The  bars  indicate  each  year's  acreage  expressed  in  per  cent  of  the  acreage  of  1920.  The 
arrow  indicates  the  trend  of  the  acreage  in  each  State  for  the  period.  Virginia  shows  the 
greatest  upward  trend  and  Delaware  the  greatest  decline.  The  early-crop  group  shows  the 
largest  percentage  of  increase. 

that  reason  the  comparisons  in  this  bulletin  for  the  succeeding  years 
are  based  on  data  of  that  year. 

The  status  of  an  industry  of  national  importance  that  specializes 
in  a  perishable  commodity  does  not  remain  stationary.     It  advances 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


13 


or  recedes  in  accord  with  the  financial  results  attained.  An  industry 
may  slump  or  may  boom  for  a  season,  but  these  abnormal  conditions 
are  incidental,  and  real  growth  or  decline  is  determined  by  average 
results  for  a  period  of  years. 

There  are  certain  factors  which  indi^cate  the  tendency  of  the 
developments  of  an  industry.  The  progress  of  the  strawberry  indus- 
try for  seven  years  (1920-1926)  is  indicated  by  the  extent  of  acreage 
cultivated  from  year  to  year  during  that  period.  For  the  United 
States,  there  was  an  increase  above  the  previous  year's  acreage  during 
each  of  the  four  seasons  following  1920  that  resulted  in  the  peak  of 

1924.  (Tables  2  and  4.)  The  1925  acreage  was  18  per  cent  less  than 
that  of  1924,  but  during  1926  a  considerable  part  of  this  loss  was 
regained.  The  average  acreage  cultivated  for  the  entire  period 
(1920-1926)  was  46  per  cent  above  that  of  1920.  The  gains  in  acre- 
age that  were  made  during  1926,  following  the  general  decrease  of 

1925,  occurred  in  the  early-crop  and  intermediate-crop  groups.  The 
second-early-crop  and  late-crop  groups  continued  the  reduction  of 
acreage  in  1926.  Considering  the  area  indicated  in  Table  4  as  a 
whole  or  in  detail,  there  was  an  upward  trend  in  the  strawberry 
acreages  from  1920  to  1926,  inclusive.  Delaware,  Indiana,  and  Cali- 
fornia were  the  exceptions.     (Fig.  5.) 


Table  4. — Estimated  commercial  strawberry  acreage  by  States,  1920—1926 

[Acreage  of  1920=100] 


State 

1920 

Percentage  of  1920  acreage  in— 

1921 

1922 

1923 

1924 

1925 

1926 

Average 

Early  crop: 

Alabama 

Acres 

1,380 

1,190 

6,500 

780 

400 

119 
88 

127 
90 

130 

178 
182 
178 
101 
158 

265 
320 
221 
124 
225 

287 
394 
225 
153 
268 

249 
356 
159 
149 
245 

262 
250 
285 
118 
180 

Per  cent 
209 
242 
185 
119 
186 

Acres 
2,879 
2,876 

12, 014 
930 

Florida 

Louisiana 

Mississippi 

Texas 

746 

Total 

10,250 

119 

172 

231 

249 

197 

261 

190 

19,  445 

Second  early: 

Arkansas . 

9,070 

900 

1,970 

11,090 

2,000 

157 

102 
102 
122 
135 

202 

107 
204 
177 
250 

187 

176 
293 
191 
325 

229 

219 
342 
236 
568 

165 

128 
282 
169 
430 

156 

91 
273 
124 
400 

171 

132 
228 
160 
315 

15,  499 
1, 186 

California  (southern  dis- 
trict) 

Carolinas  ^ 

4,491 

Tennessee ._ 

17,  744 

Virginia 

6,309 

Total 

25,030 

133 

192 

208 

268 

196 

168 

181 

45,229 

Intermediate: 

California  (other) 

Delaware 

2,300 
3,720 
3,210 
2,020 
2,590 
290 
3,440 
7,910 
5,420 
5,230 

98 
120 
101 

95 
101 
110 
122 
110 
129 
104 

102 
135 
105 
88 
114 
103 
131 
112 
184 
108 

92 
164 
106 

99 
127 

97 
148 
130 
195 
105 

77 
132 
112 
100 
114 
317 
127 
140 
211 
124 

88 
70 
104 
76 
107 
328 
124 
115 
221 
105 

91 

86 

95 

82 

110 

331 

139 

135 

259 

105 

93 
115 
103 

91 
110 
198 
127 
120 
185 
107 

2,129 
4,289 

Illinois 

3,317 

Indiana 

1,847 

Iowa 

2,860 

Kansas 

574 

Kentucky 

4,380 

Maryland 

9,524 

Missouri 

10,051 

New  Jersey 

5,620 

Total 

36, 130 

111 

124 

135 

137 

122 

135 

124 

44,  591 

1 1920  data  used  as  base  or  100  per  cent. 


» Includes  North  Carolina  and  South  Carolina. 


14         TECHNICAL  BULLETIN  180,  tJ.  S.  DEPT.  OF  AGRICULTTJKE 
Table  4. — Estimated  commercial  strawberry  acreage  by  States,  1920-1926 — Con. 


State 

1920 

Percentage  of  1920  acreage  in— 

Average 

1921 

1922 

1923 

1924 

1925 

1926 

Late: 

Michigan 

Acres 
6,900 
3,720 
2,810 
2,970 
3,100 
2,900 
610 

111 
106 
103 
120 
101 
109 
102 

99 
104 

98 
116 

94 
102 
102 

102 
105 
100 
118 
103 
130 
131 

132 
132 
135 
203 
105 
194 
334 

109 
118 
132 
200 
100 
187 
302 

106 
123 
128 
246 
100 
210 
307 

Percera 
108 
112 
114 
157 
101 
147 
197 

Acres 
6  396 

New  York 

4  183 

Ohio                    

3  191 

Oregon      

4,677 
3  116 

Pennsylvania 

Washington 

4,!276 

Wisconsin 

1,200 

Total         

22,010 

108 

102 

109 

152 

140 

149 

123 

27,a39 

Grand  total , 

93,420 

117 

142 

159 

188 

154 

161 

146 

136, 304 

Total  production 

Cars 
17,409 

122 

163 

169 

208 

150 

181 

157 

Cars 
27,276 

Total  sbipTTipnt,*! 

7,207 

151 

260 

247^ 

263 

170 

188 

197 

14,203 

PRODUCTION  AND  SHIPMENTS 

It  has  required  a  season's  production  from  about  4.8  acres  of 
average  yield  to  supply  an  average  carload  of  strawberries  during 
the  period  covered  in  this  report.  This  indicates  that  a  district 
must  include  a  considerable  acreage  in  order  to  produce  carload 
quantities  within  the  limited  time  that  the  perishable  nature  of 
strawberries  allows.  There  are  many  districts  scattered  over  the 
several  States  that  produce  strawberries  in  carload  quantities,  but 
80  per  cent  of  the  carload  shipments  each  season  are  produced  in 
five  large  centralized  districts  which  include  Louisiana,  the  Caro- 
linas,  the  Eastern  Shore,  Arkansas-Missouri,  and  Tennessee-Ken- 
tucky. 

From  1920  to  1926,  inclusive,  about  52  per  cent  of  the  estimated 
market  production  of  the  United  States  was  delivered  in  carloads. 
During  this  period,  the  States  included  in  the  early-crop  group 
shipped  74  per  cent  of  their  estimated  market  production  in  carloads, 
and,  in  addition  to  these  shipments,  Florida  distributed  by  express 
among  the  larger  markets  a  considerable  part  of  its  early  production 
in  containers  known  as  ''pony  refrigerators."  This  group  is  located 
a  long  distance  from  the  consuming  centers  and  has  comparatively 
small  local  demands  to  supply.  Practically,  the  same  conditions 
exist  in  the  second-early-crop  group,  which  moved  68  per  cent  of  its 
raarket  crop  in  the  same  manner.  The  intermediate-crop  group  is 
situated  in  a  more  densely  populated  area  which  furnishes  a  local 
demand  that  reduced  carload  shipments  to  less  than  50  per  cent  of 
its  production.  The  late-crop  group,  which  is  situated  in  the  northern 
market  areas,  moved  only  17  per  cent  of  its  crop  in  carloads.  (Fig. 
6  and  Table  3.) 

The  Pacific  Coast  States  make  comparatively  few  carload  ship- 
ments to  points  outside  the  three  States.  The  total  carload  move- 
ment reported  by  the  railroads  from  this  territory  during  the  7-year 
period  ended  with  1926  averaged  376  cars  annually,  of  which  97  per 
cent  were  unloaded  on  markets  situated  within  the  coast  area. 

In  addition  to  the  carload  movement,  a  motor- truck  movement  has 
developed  in  practically  all  strawberry  areas.     In  many  instances 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


15 


this  movement  covers  the  territory  within  100  or  more  miles  of  a 
market.  No  authentic  records  of  this  truck  movement  are  kept  at 
the  present  time,  and,  until  adequate  information  as  to  the  extent  of 
these  shipments  is  available,  the  shipper  will  continue  to  forward  his 
products  to  the  several  markets  with  only  incomplete  knowledge  of 
supplies  on  hand  at  such  points.  A  noticeable  example  of  the 
present  extent  of  this  truck  movement  is  revealed  by  the  records  of 
the  Philadelphia  market.  During  the  1926  season  this  market 
reported  a  total  unload  of  363  cars  of  strawberries  received  from 
various  sources  by  rail  and  an  equivalent  of  more  than  600  cars  by 
motor   truck   from   the   Eastern   Shore   and   New   Jersey   districts. 


PRODUCTION  AND  CARLOAD  SHIPMENTS  OF  STRAWBERRIES 


Figure  6.— The  white  sectors  of  the  State  circles  represent  that  part  of  the  estimated  production 
for  which  no  authentic  disposal  records  are  available,  but  it  is  assumed  that  less-than-carload 
freight  and  express  shipments,  motor-truck  shipments,  local  consumption,  canning,  barreling, 
and  deterioration  during  the  harvesting  period  will  account,  for  all  practical  purposes,  for  the 
disappearance  of  this  part  of  the  crop 

During  the  trucking  season  (May  14  to  June  24,  inclusive)  only  44 
cars  were  reported  as  having  been  received  at  this  market  by  rail. 

A  considerable  difference  between  the  estimated  production  and 
carload  shipments  is  shown  for  each  State.  This  difference  represents 
one  of  the  '' unknown  quantities"  among  the  strawberry-marketing 
problems,  as  no  authentic  information  as  to  its  disposal  is  available. 
It  is  assumed  that  a  large  part  of  this  difference  represents  home 
consumption  or  consumption  within  a  motor-trucking  radius  of  the 
point  of  production  when  it  occurs  in  the  more  populous  sections, 
and  that  less-than-carload  shipments  by  freight  and  express  will 
account  for  a  large  part  of  the  differences  that  occur  in  the  carload 
shipping  districts.  Canning  and  barreling  of  the  berries  near  points 
of  production  represent  the  disappearance  in  some  sections,  and 
deterioration  of  the  crop  during  the  harvesting  period  may  occur  in 
any  section.     (Fig.  6.) 


16         TECHNICAL  BULLETIN  180,  tJ.  S.  DEPT.  OF  AGRICULTURE 
CROP-MOVEMENT  PERIOD 

The  shipping  period  in  each  of  the  strawberry  districts  varies  from 
season  to  season  to  such  an  extent  that  to  anticipate  dates  of  the 
current  seasonal  movement  is  a  difficult  problem.  There  is  often  a 
difference  of  three  weeks  or  more  in  the  time  of  the  beginning  of  the 
movements  of  two  consecutive  seasons  in  the  same  area.  Weather 
conditions  are  the  main  factors  that  control  the  shipping  dates  each 
year  and  current  crop-condition  reports  are  the  only  trustworthy 
guide  as  to  the  prospects  for  the  time  of  movement  of  any  present 
season's  crop. 

Table  5  was  compiled  to  ascertain  the  approximate  earhest  and 
latest  dates  within  which  the  carload  movements  of  the  several 
States  occurred  during  the  7-year  period  ended  with  1926  and  to 
determine  the  time  of  the  peak  movements  of  the  period. 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


17 


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18         TECHNICAL  BULLETIN  180,  XJ.  S.  DEPT.  OF  AGRICULTURE 


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ORIGIN  AND  DISTBIBUTION,  STRAWBERRY  CROP 


19 


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20         TECHNICAL  BULLETIN  180,  tJ.  S.  DEPT.  OF  AGRICULTURE 


10        20        : 
MAY  JUNE 

FIGURE  7.— DAILY  AVERAGE  SHIPMENTS  OF  STRAWBERRIES.    BY   STATES. 
AVERAGE  1920-1926  SEASONS 

The  competitive-marketing  season  of  the  several  carload-shipping  districts  occurs  from  March  1 
to  J  une  30.  The  order  of  succession  of  shipments  within  this  period  is  an  important  marketing 
factor  of  the  strawberry  industry. 


OEIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


21 


JUNE 


FIGURE?.— DAILY   AVERAGE  SHIPMENTS   OF    STRAWBERRIES,     BY    STATES. 
AVERAGE  1920-1926  SEASONS— Continued 

The  heavy  crop-movement  period  occurs  from  May  1  to  June  10.  During  this  time  North  Carolina, 
Arkansas,  Tennessee,  Virginia,  Missouri,  Maryland,  and  Delaware  ship  the  greater  part  of  their 
crops. 


22         TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OP  AGRICULTURE 

Louisiana  has  made  carload  shipments  as  early  as  March  2  and  as 
late  as  May  29  during  the  period  mentioned.  The  peak  movements 
from  the  State  have  been  made  between  April  17  and  May  3.  The 
1926  movement  from  Louisiana  began  March  27  and  ended  May  29. 
The  peak  movement  occurred  from  April  17  to  May  17.  The  start 
of  the  movement  from  the  State  in  1926  was  practically  20  days  late, 
but  the  movement  ended  on  the  average  closing  date.  That  the  1926 
total  State  shipments  were  about  53  per  cent  larger  than  the  average, 
coupled  with  the  fact  that  the  shipping  period  was  shortened  by  20 
days,  which  necessarily  increased  daily  shipments,  explains  partially 
the  larger  daily  shipments  of  that  year  as  compared  with  the  daily 
average  for  the  period. 

Variations  in  the  seasonal  movements  of  Louisiana  strawberries  are 
similar  to  those  of  strawberries  from  other  States.  The  start  of  the 
1926  movement  in  14  of  the  States  named  in  Table  5  was  from  11  to 
20  days  late  as  compared  with  the  average;  nevertheless  the  move- 
ment in  each  of  the  States  terminated  on  practically  the  same  date  as 
that  on  which  the  7-year  average  season  ended. 

There  are  less-than-carload  or  mo  tor- truck  movements  from  most 
areas  that  take  care  of  the  early  production  until  such  a  time  as  the 
output  reaches  carload  proportions.  The  ^* clean-up"  at  the  end  of 
the  season  is  usually  shipped  in  the  same  way,  and  there  is  a  less-than- 
carload  movement  throughout  the  season  that  accounts  for  a  consider- 
able part  of  the  total  production.  Available  data  on  these  movements 
are  too  inadequate  to  be  included  in  the  general  review  of  the  straw- 
berry situation. 

The  maturing  period  of  the  strawberry  crop  is  reached  in  each  of 
the  several  areas  in  accordance  with  the  climatic  conditions  of  the 
current  season.  The  beginning  of  the  strawberry  season  usually  oc- 
curs in  December  at  points  in  southern  Florida.  This  State  is  the 
source  of  practically  all  strawberry  supplies  from  the  beginning  of  its 
movement  until  March.  The  competitive  marketing  period  of  the 
industry  begins  in  March,  with  the  general  movement  of  the  crop. 
From  time  to  time,  with  the  advance  of  the  season  northward,  the 
different  areas  reach  the  harvest  period  and  begin  to  add  their  quot^ 
to  the  daily  shipments.  Usually,  as  a  result  of  these  additions,  there 
is  a  steady  increase  in  total  shipments  from  day  to  day,  which  culmi- 
nates in  the  peak  movement  that  occurs  near  the  last  of  May  or  in 
early  June.  Following  the  peak  movement,  there  is  a  rather  rapid 
decrease  in  daily  shipments  which  continues  to  the  end  of  the  season 
in  July.  The  succession  of  the  average  daily  carload  movement  of 
the  several  States  from  March  1  to  June  30  is  illustrated  in  Figure  7. 

VARIETIES  OF  STRAWBERRIES  « 

It  is  important  in  a  commercial  sense  to  know  the  varieties  of  straw- 
berries grown  for  market  in  the  different  districts,  for  the  trade,  as  a 
rule,  is  familiar  with  the  distinctive  market  qualities  of  the  principal 
varieties.  The  producer  should  learn  the  important  quahties  of  the 
different  varieties  adapted  to  his  locality  and  should  select  for  growing 
those  that  conform  to  the  requirements  of  his  prospective  market. 

8  This  information  was  derived  from  the  following  publication:  Darrow,  G.  M.  strawberry  varie- 
ties IN  THE  UNITED  STATES,    U,  S,  Dept.  Agr,  Farmers'  Bui.  1043,  36  p.,  illus.    1919.    (Revised,  1927.) 


OBIGIN  AND  DISTRIBtJTION,  STRAWBEERY  CROP 


23 


A  large  number  of  varieties  of  strawberries  are  grown  for  market 
purposes  in  the  United  States,  but  about  87  per  cent  of  the  total 
strawberry  acreage  is  utilized  in  growing  the  first  eight  varieties  named 
in  Table  6.  Other  varieties  are  grown  locally  in  several  districts,  but 
usually  these  are  in  favor  only  as  they  have  qualities  that  are  suitable 
to  the  conditions  existing  in  the  localities  in  which  they  are  grown. 

Table  6. — Percentage  distribution  of  principal  strawberry  varieties  in  the  United 
States,  in  the  order  of  their  importance  ^ 


Rank 


Variety 


Klondike 

Aroma 

Howard  17  (Premier) 

fMarshaU 

\Oregon 

Dunlap. 

Missionary.. 

Parsons  (Gibson) 

Gandy 

Chesapeake 

Joe 


Total 
acreage 


Per 


cent 
25.0 
22.0 
16.0 

7.0 

6.0 
6.0 
3.0 
2.0 
1.5 
1.5 


Rank 


Variety 


Belt 

Sample 

Ettersburg  121 . 

Glen  Mary 

Heflin 

Lupton 

Mastodon 

Other  varieties 

Total-.. 


Total 


Per  cent 
1.0 
1.0 
1.0 
1.0 

.5 
1.0 

.5 
4.0 

100.0 


1  Computedon  the  basis  of  the  acreage  of  each  variety  as  estimated  by  George  M.  Darrow,  Bureau  of 
Plant  Industry. 

The  Klondike  is  the  leading  variety  in  the  early-crop  group  of 
States.  The  Missionary  is  the  main-crop  variety  of  south  central 
Florida,  and  both  Missionary  and  Klondike  are  grown  in  the  northern 


X//A  Dunlap 

yy.-.\  Gandij 
Klondike 
Miasionaru 


Figure  8.— The  Dunlap  is  the  general-purpose  midseason  variety  grown  in  the  States  of  the  North 
and  mid-West.  The  Gandy  is  grown  as  a  late  variety  in  an  area  extending  from  the  Atlantic 
westward  to  the  Mississippi  River  and  bounded  by  the  thirty-sixth  and  forty-second  parallels. 
The  Klondike  is  the  early  variety  grown  in  the  sections  shown  on  the  map.  The  Missionary  is 
the  chief  variety  grown  in  Florida,  and  it  is  grown  extensively  in  the  Carolinas,  Virginia,  and 
Maryland 

parts  of  this  State.     (Fig.  8.)     The  Aroma  is  grown  as  a  late  crop  in 
Alabama.     (Fig.  9.) 

The  Klondike  is  grown  in  each  State  of  the  second-crop  group. 
(Fig.  8.)     In  Arkansas  the  Klondike  is  grown  for  the  early  crop  and 


24    TECHNICAL  BULLETIN  180,  tJ.  S.  DEPT.  OF  AGRICULTURE 


the  Aroma  for  the  late  crop.  CaUfornia  grows  several  varieties,  but 
the  Klondike  is  recommended  for  commercial  planting  in  the  southern 
part  of  the  State.  Both  Missionary  and  Klondike  are  grown  in  the 
Carolinas  and  the  Missionary  almost  entirely  in  the  Norfolk  section 
of  Virginia.  Various  varieties  are  grown  in  the  Eastern  Shore  district. 
The  Klondike,  Aroma,  and  Gandy  are  the  principal  varieties  in  Ten- 
nessee.    (Figs.  8  and  9.) 

The  Aroma,  Dunlap,  and  Gandy  are  the  main  varieties  of  the 
intermediate-crop  group  of  States.  Delaware,  Maryland,  and  New 
Jersey  grow  various  varieties.     (Figs.  8  and  9.) 

The  Dunlap,  Howard  17,  and  Gandy  are  the  principal  varieties  of 
the  late-crop  group  of  States.     Several  minor  varieties  are  grown  in 


Strawberry  Varieties 


[i\T|  Howard  17 
yTA  Marshall 
Y//\  Aroma 


Figure  9.— Howard  17  is  grown  as  an  early  variety  in  the  New  England,  Middle  Atlantic,  and 
North  Central  States.  The  Marshall  is  the  general-purpose  variety  of  the  western  districts  and 
it  is  grown  for  special  markets  in  the  New  England  States.  The  Aroma  is  grown  for  a  late  crop 
in  the  inland  sections  of  the  intermediate-crop  areas 

different  parts  of  these  States.     The  Marshall  (fig.  9)  and  the  Oregon 
are  grown  extensively  in  Washington  and  Oregon. 

REVIEW    OF    THE    STRAWBERRY    INDUSTRY    BY    STATES,    1920    TO 

1926,  INCLUSIVE 

The  strawberry  is  a  highly  perishable  commodity  which  is  usually 
in  its  best  condition  for  consumption  at  the  time  of  picking.  Although 
deliveries  to  market  are  usually  made  in  what  is  considered  quick 
time  and  while  the  berries  are  in  good  condition,  yet  each  hour  added 
to  the  interval  between  time  of  picking  and  time  of  consumption 
increases  the  effect  of  the  deterioration  that  starts  at  the  moment  the 
berry  is  detached  from  the  plant.  For  this  reason  an  economic  dis- 
tribution of  a  strawberry  crop  should  begin  as  near  to  the  point  of 
production  as  is  possible  when  all  other  market  conditions  are  equal. 
Near-by  markets  stand  first,  to  the  extent  of  their  needs,  as  an  outlet 
for  a  crop.  To  go  beyond  these  markets  unless  assured  of  a  better 
price  is  to  incur  the  unnecessary  hazards  of  time  and  distance. 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP  25 

Large  producing  districts  must  extend  their  distribution  beyond 
the  local  markets,  but  even  these  sections  should  work  from  the  point 
of  production  outward  and  should  use  available  markets  in  the  order 
in  which  they  occur  geographically.  To  go  beyond  usual  available 
markets  with  the  idea  of  betterment  on  a  sale  is  to  take  the  risk  of 
poorer  condition  on  delivery,  of  decline  in  prices  from  changing  market 
conditions,  and  of  adding  to  the  cost  of  delivery.  When  the  net 
return  from  a  shipment  to  a  distant  market  is  equal  only  to  the  net 
return  that  could  have  been  received  from  a  near-by  sale,  the  shipper 
is  a  loser  to  the  extent  that  he  has  increased  his  risks  in  transit.  It  is 
conceded  that  the  larger  consuming  centers  afford  better  prices  during 
certain  seasons;  and  long-distance  deliveries  are  justifiable  at  such 
times  because  of  the  increased  net  return,  but  this  condition  does  not 
exist  at  all  times. 

The  producer  of  strawberries  is  better  equipped  for  marketing 
activities  when  he  is  familiar  with  the  distribution  of  his  own  and 
competing  State  crops.  To  aid  producers  and  shippers  with  reliable 
information  regarding  the  distribution  of  fruits  and  vegetables  among 
the  markets  of  the  country,  the  Department  of  Agriculture  is  fur- 
nished by  the  railroads  with  data  on  carload  unloads  of  the  several 
commodities  on  79  of  the  important  markets.  Ten  of  these  markets 
are  situated  in  strawberry-producing  areas  and  did  not  report  any 
carload  receipts  of  strawberries  during  1926,  but  during  that  year  69 
of  the  markets  (Table  7)  reported  the  unloading  of  practically  74  per 
cent  of  the  total  carload  shipments  of  strawberries  in  the  United  States, 
and  a  study  of  that  carload  distribution  among  those  markets  will 
show  the  value  of  the  unload  reports  as  a  marketing  guide  for  all  sec- 
tions engaged  in  the  strawberry  industry. 

There  are  certain  strawberry-producing  districts  that  are  favorably 
situated  near  large  consuming  centers  which  furnish  an  outlet  for  a 
large  part  of  the  crop.  This  causes  a  decrease  in  the  proportion  of 
the  production  that  is  shipped  in  carloads  to  distant  markets  as  com- 
pared with  districts  situated  farther  from  the  market  centers. 
(Fig.  6.) 

The  distribution  of  strawberries  from  States  of  origin,  as  discussed 
in  the  following  paragraphs,  is  based  on  the  unload  reports  from  the 
69  markets,  supplemented  by  all  available  data  on  carload  destina- 
tions of  strawberries  furnished  by  the  railroads.  The  term  ''  average  " 
as  here  used  refers  to  the  average  for  the  period  from  1920  to  1926, 
inclusive,  unless  otherwise  stated, 


26 


TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 


Table  7. — Distribution  of  carload  shipments  of  strawberries  from  State  of  origin  as 
indicated  by  time  of  arrivals  on  69  markets,  season  1926  ^ 


State  and  market 

Febru- 
ary 

March 

April 

May 

June 

July 

August 

teraber 

Total 

Florida: 

Cars 

Cars 

1 

30 

34 

3 

Cars 

Cars 

Cars 

Cars 

Cars 

Cars 

Cars 
I 

4 

8 
4 
1 
1 
1 
40 
7 
3 
1 

42 

C^\\\otiart 

2 

40 

P'lTipinnjiti 

4 

1 

>JftW  York 

20 

8 

110 
38 
11 

10 

180 

Philftdelnhia 

53 

Pittsbureh 

14 

Wilkes-Barre             

1 

Total - 

32 

227 

66 

12 

337 

California: 
Denver 

1 

6 

1 
12 

7 

El  Paso                      

1 

2 

7 

6 

16 

2 

21 

PnrtlnnH     OrPP 

6 

Seattle 

2 
2 

6 

24 

Spokane 

4 

Total                  

6 

32 

25 

63 

Alabama: 
Akron 

1 
3 

10 
6 
6 

77 

23 

45 

30 

4 

6 

29 

22 

10 

16 

1 

1 

1 

Atlanta 

2 
2 

5 

3 

6 

15 

11 

Chicago 

6 

Cincinnati 

19 

5 

6 

102 

Cleveland 

28 

2 

47 

30 

Detroit 

6 

10 

"R.vnTissvillft 

6 

TnHianannlis 

8 
5 
1 
4 

37 

T.miisvillfi 

2 
1 

29 

Pittsburgh 

12 

Toledo 

20 

Wilkes-Barre 

1 

Williamsport-    . 

1 

Total 

56 

290 

15 

361 

Louisiana: 

3 
4 
10 

59 
5 

25 
201 

13 

25 
6 
8 
4 
8 

55 
4 

5 

7 

8 

11 

Paltimnrfi 

10 

Boston 

69 

2 

13 

408 

1 

129 

7 

88 

Chicago 

9 

618 

Cinpinnftt.i 

13 

Cleveland 

14 
3 

21 
5 
7 
130 
4 
3 
5 
6 
8 
1 

11 

17 
2 

56" 

20 

1 

1 
65 

1 
20 

8 

39 

9 

Dallas 

2 

31 

9 

Des  Moines 

15 

Detroit 

3 

188 

Duluth 

8 

3 

El  Paso 

2 
3 
3 
1 
17 
24 

7 

Fort  Worth 

9 

Grand  Rapids 

11 

Hartford 

2 

28 

41 

Los  Angeles 

' 

2 

Louisville 

7 

20 
18 

6 

2 
122 

9 
11 

2 

2 

9 

76 

38 

Newark 

7 

New  Haven 

3 

New  York            .    ... 

187 

Oklahoma  City 

10 

Omaha 

31 

Peoria 

10 

1  All  cities  in  Pennsylvania  other  than  Philadelphia  and  Pittsburgh  are  reported  by  the  Bureau  of 
Markets,  Pennsylvania  Department  of  Agriculture, 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


27 


Table  7. — Distribution  of  carload  shipments  of  strawberries  from  State  of  origin  as 
indicated  by  time  of  arrivals  on  69  markets,  season  1926 — Continued 


State  and  market 

Febru- 
ary 

March 

April 

May 

June 

July 

August 

Sep- 
tember 

Total 

Louisiana— C  ontinued . 
Philadelphia 

Cars 

Cars 

Cars 
48 
31 

6 
10 

5 
33 

7 

Cars 

15 

37 

2 

6 

15 

31 

10 

1 

7 

Cars 

Cars 

Cars 

Cars 

Cars 

63 

Pittsburgh     

68 

Portland,  Me 

8 

Providence 

16 

20 

St.  Louis 

64 

St  Paul 

17 

San  Antonio 

1 

3 

10 

1 

1 

Sioux  City      

8 
12 
10 
4 
6 
4 

5 
17 
11 

13 

Springfield,  Mass 

29 

Syracuse 

21 

Toledo    

4 

Washington 

6 

Wilkes-Barre 

4 

Worcester           .  _      .  . 

1 
22 

1 

Youngstown    

22 

Total 

864 

1,093 

18 

1,975 

,  _  _ 

Mississippi: 

Birmingham 

1 
3 
3 
1 
4 
6 
1 
3 
5 
7 
2 
1 
1 
1 

1 

Boston 

3 

Chicago 

2 

5 

Cincinnati     



1 

Cleveland 

4 

Columbus 

6 

Dayton.    

1 

Detroit 

1 

4 

Duluth         

6 

7 

LouisviUe 

2 

Milwaukee 

1 

2 

Pittsburgh 

1 

Providence 

1 

Rochester 

1 

1 

St  Louis 

1 

1 

Syracuse.-' 

i 

1 

Terre  Haute 

2 

2 

Total- 

2 

41 

5 

48 

North  Carolina: 

AUentown    . 

5 
9 
5 

5 

Albany... 

1 

10 

Altoona 

5 

Atlanta... 

1 

1 

Baltimore . 

20 
129 
5 
33 
1 
3 
7 

13 

1 

6 

60 

440 

1 

195 

17 

23 

10 

1 

7 

9 

6 

1 

37 

11 

3 

4 

20 

Boston.. .  ... 

4 

3 

136 

Bridgeport 

5 

Buffalo 

33 

Cincinnati 

1 

Dayton 

1 

4 

Harrisburg 

7 

Hartford 

13 

Indianapolis 

1 

New  Haven 

6 

Newark 

3 

5 

63 

New  York  City 

4 

449 

Norfolk 

1 

Philadelphia 

6 

1 

201 

Pittsburgh 

17 

Providence. 

1 

24 

Portland,  Me... 

10 

Richmond... 

1 

Rochester 

7 

Scranton 

g 

Sjni^cuse 

6 

12 

Toledo 

1 

Washington 

37 

Wilkes-Barre. -.- 

11 

Williamsport 

3 

Worcester 

4 

Total 

18 

1,062 

17 

1,097 

-.—. 

28    TECHNICAL  BULLETIN  180,  XT.  S.  DEPT.  OF  AGRICULTURE 

Table  7. — Distribution  of  carload  shipments  of  strawberries  from  State  of  origin  as 
indicated  by  time  of  arrivals  on  69  markets,  season  1926 — Continued 


State  and  market 

Febru- 
ary 

March 

April 

May 

June 

July 

August 

Sep- 
tember 

Total 

Bouth  Carolina: 
Bethlehem 

Cars 

Cars 

Cars 

Cars 

Cars 
1 

1 
1 

Cars 

Cars 

Cars 

Cars 
1 

1 
1 
1 
6 
3 
1 
1 
2 
1 
1 

2 

2 

Newark 

1 

1 

New  York  City 

1 

6 

Philadelphia      

' 

2 

5 

1 

Portland,  Me 

■ 

1 

Syracuse 

1 

2 

4 

Washington        -  - 

1 

Wilkes-Barre    

1 

Total 

! 

2 

18 

6 

25 

Texas: 

8 

8 

1 
6 

1 

Fort  Worth 

3 

4 
1 

7 

12 

Indianapolis             _  _  . 

Kansas  City       

1 

Oklahoma  City 

1 

4 

1 

Total               

3 

24 

8 

35 

Arkansas: 

1 
1 

48 
1 

14 

82 

36 

3 

1 

40 

24 

38 

13 

3 

7 

10 

52 

10 

69 

14 

3 

1 

29 

5 

.47 

1 

6 

86 

36 

3 

2 

15 

4 

1 

10 
2 
13 

1 

1 

Boston 

3 

51 

Bridgeport          

1 

Buffalo       

■ 

14 

15 

97 

Cleveland 

36 

Columbus 

3 

Dallas 

3 

5 

4 

Denver            -  - 

45 

Des  Moines     

24 

Detroit    

8 
3 

1 
3 

46 

Duluth 

16 

Fort  Worth 

4 

Grand  Rapids 

10 

Indianapolis . 

10 

Kansas  City 



7 
4 
6 

59 

Milwaukee 

14 

Minneapolis 

75 

New  York  City 

14 

New  Haven.        

3 

Oklahoma  City    

4 

7 

5 

Omaha 

36 

Peoria 

5 

Pittsburgh 

5 

52 

Portland,  Me       _    . 

1 

Rochester,  N.  Y 

6 

St.  Louis 

2 
4 

88 

St  Paul 

40 

Scranton 

3 

Shreveport  ._  _.  . 

2 

Sioux  City 

15 

Springfield,  Mass 

4 

,  Syracuse 

1 

Toledo 

2 

12 

Wilkes-Barre 

2 

Worcester 

13 

Total 

731 

82 

813 

1 

Delaware: 

Akron. 

1 

12 

4 

69 

53 

15 

3 

7 

4 

5 

15 
7 

1 

Albany 

12 

Altoona.  

1 

5 

Boston 

59 

Buffalo 

2 

55 

Cleveland ... 

15 

Cnlnmhiis 

3 

Detroit 

1 

8 

Easton-Phillipsburg 

4 

Erie 

5 

Hartford . 

15 

Newark 



7 

OEIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


29 


Table  7. — Distribution  of  carload  shipments  of  strawberries  from  State  of  origin  as 
indicated  by  time  of  arrivals  on  69  markets,  season  1926 — Continued 


State  and  market 

Febru- 
ary 

March 

April 

May 

June 

July 

August 

Sep- 
tember 

Total 

Delaware— Continued . 

Cars 

Cars 

Cars 

Cars 

Cars 
16 
61 

3 
27 
28 
24 
7 

10 
21 
2 
5 
7 
2 

Cars 

Cars 

Cars 

Cars 
16 

New  York  City 

2 

63 

Philadelphia 

1 

Pittsburgh 

3 

Portland,  Me    

4 

31 

Providence 

28 

Rochester 

24 

Scranton 

7 

Springfield,  Mass 

10 

Syracuse 

1 

22 

Wilkes-Barre 

2 

Williamsport 

5 

7 

Youngstown 

2 

Total 

11 

399 

410 

Illinois: 
Akron 

1 
111 
4 
2 
2 

1 

21 

132 

4 

Detroit 

2 

Milwaukee 

2 

Alinneapolis 

1 
3 

1 

11 

14 



Total 

25 

131 

156 

Virginia: 

17 

4 

7 

184 

32 
5 

20 

6 
2 
3 
54 
4 

23 

Allentown 

6 

Altoona 

10 

238 

36 

Bridgeport 

5 

Buffalo 

7 
1 
2 
4 
4 
1 
5 

27 

Detroit 

1 

Easton-Phillipsburg 

5 

7 

9 

6 

27 

7 

270 

17 

24 

6 

1 

21 

2 

6 

8 

2 

13 

17 

18 

11 

1 

7 

Erie 

11 

Harrisburg 

13 

Hartford 



7 

Newark 

32 

7 

New  York  City 

11 

281 

Norfolk 

17 

Philadelphia 

2 

5 

26 

Pittsburgh.. 

11 

Portland,  Me 

1 

Prouidence 

2 
2 

2 

4 
5 

23 

Reading 

4 

7 

10 

Springfield,  Mass 

6 

Syracuse 

18 

17 

Wilkes-Barre 

13 

31 

Williamsport 

11 

Worchester 

3 

4 

Total 

747 

143 

890 

Kentucky: 

1 

7 
1 

11 
6 
74 
31 
48 
16 
4 

82 
1 
3 

20 
8 
1 
2 
2 

8 

Atlanta 

Buffalo 

1 
2 

10 
2 

12 

Boston 

8 

84 

Cincinnati- 

33 

Cleveland 

48 

Columbus 

2 

18 

Dayton 

4 

Detroit 

82 

Duluth 

Erie 

3 

Grand  Rapids 

20 

Indianapolis 

1 

9 

Louisville 

M  ilwaukee 

1 

3 

Minneapolis 

2 

Peoria 

1 

1 

30 


TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTUKE 


Table  7. — Distribution  of  carload  shipments  of  strawberries  from  State  of  origin  as 
indicated  by  time  of  arrivals  on  69  markets,  season  1926 — Continued 


State  and  market 

Febru- 
ary 

March 

April 

May 

June 

July 

August 

Sep- 
tember 

Total 

Kentucky— Continued. 

Pittsburgh 

Cars 

Cars 

Cars 

Cars 

Cars 
41 
2 
9 
2 
6 
2 
3 
16 

Cars 

Cars 

Cars 

Cars 
41 

T'roviflftnpfl 

1 
2 

3 

Rochester.  N.  Y         

11 

Springfield,  Mass 

2 

6 

Toledo 

2 

Worcester 

3 

Youngstown 

16 

Total       

24 

398 

422 

Maryland: 

Albany                 - 

1 

12 
7 
41 
226 
14 
47 
11 

13 

Altoona             - 

7 

Baltimore    

12 
53 

7 
8 
1 
1 

53 

279 

Bridgeport 

21 

Buffalo                       

55 

Cleveland                

12 

1 

Detroit          

5 

5 

Easton-Phillipsburg 

1 
1 

1 

Erie 

6 

1 
19 

1 

1 
10 

7 
177 

6 
33 
30 
33 
28 
12 
21 
15 

5 
14 

2 
13 

7 

Harrisburg 

1 

Hartford                

17 

36 

1 

Johnstown 

2 

3 

6 

93 

3 

Newark 

13 

New  Haven 

13 

New  York  City 

270 

Philadelphia 

6 

Pittsburgh              

1 
9 
6 

10 
4 

10 
4 
2 
1 
1 
4 

34 

Portland  Me 

39 

Providence 

39 

Rochester 

38 

Scranton 

16 



31 

19 

Toledo        

7 

Wilkes-Barre 

15 

Williamsport 

3 

Worcester 

17 

1 

Total 

258 

798 

1,056 

Missoiu-i: 
Akron 

1 
9 
2 
11 
10 

1 

23 

19 

152 

9 

3 

7 

25 

27 

60 

15 

3 

1 

4 

6 

1 

2 

16 

55 

114 

1 

8 

46 

6 

2 

24 

2 

1 

2 

11 

37 

2 

2 

32 

Buffalo 

21 

163 

Cleveland 

19 

Columbus 

3 

Dallas 

7 

1 

7 
9 

26 

34 

Detroit          

69 

Duluth 

15 

El  Paso _ 

3 

Erie 

1 

Port  Worth 

4 

Grand  Rapids 

6 

Hartford 

1 

Indianapolis 

2 
1 
5 
3 

4 

Kansas  City 

17 

Milwaukee 

60 

117 

New  Haven 

1 

New  York  City. 

8 

Omaha 

46 

Oklahoma  City 

6 

Peoria 

2 

Pittsburgh 

24 

Portland,  Me 

2 

Providence 

1 

2 

Rochester 

2 

St.  Louis 

2 

1 

13 

St.  Paul 

38 

San  Antonio 

2 

ORIGIN  AND  DISTEIBUTION,  STRAWBERRY  CROP 


31 


Table  7. — Distribution  of  carload  shipments  of  strawberries  from  State  of  origin  as 
indicated  by  time  of  arrivals  on  69  markets,  season  1926 — Continued 


State  and  market 

Febru- 
ary 

March 

AprU 

May 

June 

July 

August 

Sep- 
tember 

Total 

Missouri— Continued. 

Cars 

Cars 

Cars 

Cars 
1 

Cars 
5 

35 
2 
6 
8 

14 
7 
1 

Cars 

Cars 

Cars 

Cars 
6 

Sioux  City       ._. 

35 

Springfield,  Mass 

1 

3 

Syracuse 

Q 

Scranton 

8 

Toledo                

2 
2 

16 

9 

Youngstown 

1 

Total 

71 

763 

834 

Termessee: 
Akron 

16 

2 

8 

24 

Albany 

2 

1 

5 
2 

2 

Atlanta     

5 

Boston 

27 

1 

25 

160 

80 

29 

45 

25 

19 

2 

13 

3 

29 

11 

2 

1 

1 

6 

1 

28 

7 

9 

5 

5 

1 

7 

6 

6 

22 

1 

3 

8 

29 

Bridgeport 

1 

Buffalo 

1 
49 
48 
43 
17 
27 
42 

26 

Chicago                

209 

Cincinnati     .    

128 

Cleveland 

72 

Columbus 

62 

Dayton 

52 

Detroit 

61 

Evansville 

2 

Grand  Rapids 

3 

16 

Hartford       .  

3 

Indianapolis 

6 

17 
2 

1 

35 

Louisville 

28 

Lexington 

4 

Milwaukee 

2 

New  York  City 

1 

Peoria- 

6 

Philadelphia 

1 

Pittsburgh.., 

21 

49 

Portland,  Me 

7 

Providence 

9 

Rochester 

5 

St.  Louis          

5 

Sioux  City       

1 

Springfield,  Mass 

7 

Syracuse       

6 

Terre  Haute 



6 

Toledo 

24 

4£ 

Wilkp«i-Barre 

1 

Worcester 

3 

Youngstown 

4 

12 

Total.. 

607 

321 

928 

Indiana: 

Buffalo 

1 

1 
26 

1 
20 

1 

Chicago.. 

26 

Detroit.. 

i 

1 

Pittsburgh 

20 

Total 

48 

48 

Iowa: 

Chicago 

26 
1 

8 

26 

Duluth 

1 

Milwaukee 

8 

Total 

35 

35 

Kansas: 

Minneapolis 

1 

1 

New  York: 

Boston.. 

3 

3 

Newark 

1 

85 

6 

6 

1 

New  York 

81 
2 

1 
1 
3 

1 

166 

Philadelphia 

7 

Pittsburgh 

6 

Portland,  Me... 

1 

Rochester 

3 

Springfield,  Mass 

Syracuse 

1 

1 





Total 

92 

97 

189 



1 



32 


TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 


Table  7. — Distribution  of  carload  shipments  of  strawberries  from  State  of  origin  as 
indicated  by  time  of  arrivals  on  69  markets,  season  1926 — Continued 


State  and  market 

Febru- 
ary 

March 

April 

May 

June 

July 

August 

Sep- 
tember 

Total 

Massachusetts: 

Cars 

Cars 

Cars 

Cars 

Cars 

44 
6 

Cars 

Cars 

Cars 

Cars 
1 

Boston 

46 
9 

90 

15 



Total             

51 

55 

106 

Michigan: 

61 

38 

56 

17 

107 

Milwaukee              

55 

Total 

89 

73 

162 

New  Jersey: 

Boston                   

11 
4 
6 
1 

11 

Prnviflftnnft 

4 

Sorinefleld 

6 

Worcester 

1 

Total                    

22 

22 

■ 

_.  _.  _.  

Washington: 
Minneapolis 

1 

1 

St  Paul 

1 

1 

Total                 

1 

1 

2 

Wisconsin: 
Chicago 

1 
3 
2 

1 

Duluth 

9 

1 

12 

Milwaukee 

3 

Total  .              

10 

6 

16 

Oregon: 

Los  Angeles 

1 

1 

1 

1 

Total                 

1 

1 

2 

Maine: 

Boston.     

2 

1 

3 

Pennsylvania: 

Pittsburgh             

8 

8 

Montana: 

Chicago 

6 

6 

1 

12 

Detroit 

1 

Total 

6 

7 

13 

Grand  total  _.        

32 

236 

1,064 

~5,023 

3,445 

243 

7 

7 

10,057 

ALABAMA 


The  Alabama  market-strawberry  acreages  are  scattered  across  the 
State  from  its  southern  boundary  northward.  The  State  reported 
1,380  acres  as  having  been  utilized  for  growing  market  strawberries 
in  1920,  and  there  was  a  steady  upward  trend  of  the  acreages  during 
the  period  ended  with  1926.  The  peak  of  the  acreages  planted  dur- 
ing the  7-year  period  was  reached  in  1924.  A  considerable  decrease 
occurred  in  1925,  but  a  part  of  this  loss  was  regained  in  1926.  The 
State  cultivated  an  average  of  2,879  acres  for  the  7-year  period,  which 
was  109  per  cent  above  the  1920  acreage. 

Alabama  has  produced  an  average  of  4,863,000  quarts  of  market 
strawberries  per  year,  which  is  equivalent  to  482  cars  with  a  capacity  of 
four  hundred  and  twenty  24-quart  crates  each,  which  is  the  usual  car- 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP  33 

load  from  this  State.  Although  19  States  produce  larger  strawberry 
crops  than  does  Alabama,  the  production  of  this  State  is  a  consider- 
able factor  in  the  market-strawberry  trade  because  of  the  large  pro- 
portion of  its  production  that  is  moved  in  carloads.  These  ship- 
ments move  an  average  of  84  per  cent  of  the  State  crop,  and  the  State 
ranks  eleventh  among  the  strawberry-producing  States  in  number  of 
carload  shipments. 

The  average  yield  per  acre  of  strawberries  in  Alabama  is  1,689 
quarts,  which  is  69  quarts  below  the  average  for  the  United  States. 
This  yield  is  the  second  largest  of  the  yields  in  the  early-crop  States 
and  is  146  quarts  above  the  average  for  its  group,  which,  other  con- 
ditions being  equal,  places  Alabama  in  a  strong  position  to  compete 
with  other  State  crops  that  are  encountered  on  the  markets  used. 

Alabama  is  an  early-crop  State  in  which  the  marketing  period 
occurs  usually  between  March  18,  and  June  8.  The  1926  movement 
began  April  19,  continued  46  days,  and  was  terminated  June  3. 
This  was  a  late  start  for  shipments  from  this  State,  but  as  is  usual  in 
such  instances,  the  season  was  over  on  about  the  average  closing 
date.  The  greater  part  of  the  shipments  of  strawberries  from  this 
State  are  unloaded  on  Ohio  markets.  These  shipments  arrive  in 
May,  and  meet  in  competition  early-season  shipments  from  Tennes- 
see and  Arkansas,  and  late-season  shipments  from  Louisiana. 

The  Klondike,  the  principal  market  variety  in  southern  Alabama, 
is  grown  for  the  early  crop  in  the  northern  parts,  and  the  Aroma  is 
grown  for  the  late  crop. 

Castleberry,  Conecuh  County,  is  the  principal  carload  shipping 
point  for  strawberries  in  Alabama.^ 

Keferences  to  Alabama  are  made  in  Figures  2,  3,  5,  6,  8,  9,  and 
10,  and  in  Tables  2  and  4. 

ARKANSAS 

The  Arkansas  market-strawberry  acreages  are  divided  between  two 
important  districts.  The  principal  district  is  part  of  the  large  Ozark 
section,  which  is  located  along  the  western  boundary  of  the  State  and 
extends  into  southwestern  Missouri.  Another  important  district  is 
situated  in  White  County,  which  is  located  in  the  central  part  of  the 
State.  Arkansas  reported  9,070  acres  as  having  been  utilized  for 
growing  market  strawberries  in  1920.  This  acreage  was  increased  to 
14,240  in  1921  and  in  1922  to  18,360.  There  was  a  decrease  from  the 
1922  acreage  in  1923,  but  in  1924  the  plantings  were  again  increased 
to  reach  the  peak  for  the  period,  which  was  20,780  acres.  There  was 
a  considerable  decrease  from  the  peak  during  1925  and  1926.  Not- 
withstanding these  decreases,  each  year  of  the  period  shows  a  larger 
acreage  than  was  reported  for  1920,  and  the  total  acreage  planted 
was  equal  to  a  yearly  average  of  15,499  acres,  which  was  71  per  cent 
above  that  of  1920.  These  acreages  indicate  an  upward  trend  of  the 
industry  in  this  State  for  the  period. 

1  The  following  publications  list  all  strawberry  shipping  stations  in  the  United  States  that  ship  10  or 
more  cars  per  year: 

United  States  Department  of  Agriculture.  Bureau  of  Agricultural  Economics.  Carload 
shipments  of  fruits  and  melons  from  stations  in  the  united  states  for  the  calendar  years 
1920,  1921,  1922,  AND  1923.    U.  S.  Dept.  Agr.  Statis.  Bul.  8,  79  p.    1925. 

Carload  shipments  of  fruits  and  vegetables  from  stations  iw  the  united  states  fok 

THE  CALENDAR  YEARS  1924,  1925.    U.  S.  Dept.  Agr.  Statis.  Bul.  19,  158  p.     1927. 

95608°— 30 3 


34         TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 

Arkansas  has  a  comparatively  small  average  yield  per  acre  (1,347 
quarts),  which  discounts  somewhat  the  importance  of  the  large  acre- 
ages reported  each  season.  The  average  yield  is  about  400  quarts 
below  the  United  States  average  and  is  the  smallest  among  the 
strawberry-producing  States. 

The  State  produces  an  average  of  20,876,000  quarts  of  market 
strawberries  per  year,  which  is  equivalent  to  2,071  cars  with  a  capa- 
city of  four  hundred  and  twenty  24-quart  crates  each,  which  is  the  usual 
carload  from  this  State.  Arkansas  ranks  second  in  volume  of  market 
production  and  moves  about  64  per  cent  of  the  crop  in  carloads,  which 
places  it  third  among  the  strawberry-shipping  States  in  carload 
shipments. 

Arkansas  is  considered  as  a  second-early-crop  State.  The  market- 
ing period  occurs  usually  between  April  14  and  June  9.  The  1926 
movement  began  May  3,  continued  39  days,  and  was  terminated 
Jime  8.  The  movement  was  late  in  starting,  but  the  ripening  period 
ended  on  about  the  average  closing  date.  Arkansas  strawberries  are 
distributed  among  37  of  the  69  markets  reporting  strawberry  unloads. 
The  markets  shown  unloaded  about  59  per  cent  of  the  State  shipments 
during  1926.  (Fig.  10.)  Tennessee,  North  Carolina,  Virginia, 
Alabama,  and  Missouri  market  the  larger  part  of  their  crop  during 
May  in  competition  with  Arkansas. 

The  Klondike  is  grown  for  the  early  crop  in  Arkansas  and  the 
Aroma  for  the  late  crop. 

Judsonia,  Bald  Knob,  McKae,  and  Springdale  in  the  order  named 
are  the  most  important  strawberry  shipping  points  in  Arkansas. 

Keferences  to  Arkansas  are  made  in  Figures  2,  3,  5,  6,  7,  8,  9,  and 
10  and  Tables  2  and  5. 

CALIFORNIA 

The  California  strawberry  acreages  are  scattered  over  most  of  the 
State  from  its  southern  boundary  northward.  The  largest  district  is 
situated  in  Los  Angeles  County  and  the  principal  commercial  (rail) 
sections  are  in  Sacramento  and  Imperial  Counties.  The  State 
reported  3,200  acres  as  having  been  utilized  for  growing  strawberries 
in  1920,  and  it  cultivated  about  that  number  as  the  yearly  average 
during  the  period  from  1920  to  1926,  inclusive.  The  southern  district 
of  California  increased  its  average  acreage  about  32  per  cent  above 
that  of  1920  during  the  period,  but  other  sections  of  the  State  reduced 
their  acreage  7  per  cent. 

California  produces  an  average  of  11,406,000  quarts  of  market 
strawberries  per  year,  which  is  equivalent  to  1,462  cars  with  a  capacity 
ranging  from  twelve  hundred  to  fourteen  hundred  12-pint  crates, 
which  is  the  usual  carload  in  this  State.  California  ranks  seventh  in 
volume  of  strawberry  production,  but  only  about  14  per  cent  of  the 
crop  is  moved  in  carloads. 

The  average  yield  per  acre  in  this  State  is  3,830  quarts  in  the 
southern  district  and  3,224  quarts  in  other  sections.  These  are  the 
largest  average  yields  among  the  strawberry-producing  States  and 
are  usually  the  results  of  irrigation. 

California  is  considered  as  both  a  second-early-crop  and  an  inter- 
mediate-crop  State.     The   carload-shipping   season   occurs   usually 


OEIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


35 


between  March  19  and  May  31,  but  the  trucking  season  extends  over 
a  much  longer  period.     The  greater  part  of  the  carload  shipments  are 


t^--^^^_^         ARKANSAS 

-y 

/a?^=I 

^~IZ^ 

tTt^ 

^W 

J"^ 

tn^H 

sV 

v^ 

^^ 

K 

i*? 

s 

^ 

>.  >    /    j  1  • — 

^^\jj--^—j    ••'' 

xh 

J•^-^^ 

1^^^^^^^      FLORIDA 

^^i^^ 

Dots  represent  markets  report/ng  unloads 
Stars  represent  points  of  aria  in 

Figure  10. — carload  strawberry  Distribution  from  origin.  1926 

The  destinations  indicated  on  this  map  are  named  in  Table  7,  which  also  gives  volume  and 
months  of  arrival  at  each  market. 

unloaded    on    the    Pacific-coast    markets    and    meet    little    carload 
competition. 


36         TECHNICAL  BtJLLETIN  180,  tJ.  S.  DEPT.  OP  AGRICtJLTtJRE 

The  Marshall  and  the  Oregon  are  the  chief  varieties  of  strawberries 
grown  in  California.  The  Dollar  is  grown  near  Sacramento  and  the 
Klondike  to  some  extent,  south  of  Fresno. 

Brawley,  Imperial  County,  and  Florin,  Sacramento  County,  are 
the  principal  carload-shipping  stations  in  the  State. 

Keferences  to  California  are  made  in  Figures  2,  3,  5,  9,  and  10  and 
Table  4. 

DELAWARE 

Strawberries  are  grown  in  nearly  all  parts  of  Delaware,  but  the 
principal  district  is  in  the  southern  half  of  the  State.  The  State 
reported  3,720  acres  as  having  been  utilized  for  growing  strawberries 
in  1920  and  an  increase  each  year  until  the  peak,  6,100  acres,  was 
reached  in  1923.  From  the  peak  there  was  a  drop  to  4,900  acres  in 
1924,  and  in  1925  the  low  point  of  the  period  (2,600  acres)  was 
reached.  There  was  an  increase  to  3,200  acres  in  1926.  The  average 
for  the  period  was  4,289  acres,  but  there  was  a  considerable  downward 
trend  of  the  acreages  of  this  State  for  the  period  as  a  whole. 

Delaware  has  produced  an  average  of  8,998,000  quarts  of  market 
strawberries  per  year  for  the  period,  which  is  equivalent  to  1,172  cars 
with  a  capacity  of  two  hundred  and  forty  32-quart  crates  each,  which 
is  the  usual  carload  from  this  State.  Delaware  ranks  twelfth  in  order 
of  production  among  the  strawberry-producing  States,  and  ships 
71  per  cent  of  its  crop  in  carloads.  This  places  the  State  eighth  in 
order  of  carload  shipments. 

The  average  yield  per  acre  of  strawberries  in  Delaware  is  2,098 
quarts.  This  is  about  257  quarts  above  the  average  of  the  inter- 
mediate-crop group  and  340  quarts  above  the  United  States  average 
yield. 

Delaware  is  considered  as  an  intermediate-crop  State.  It  markets 
its  crop  usually  between  May  14  and  June  30.  The  1926  movement, 
began  May  26,  continued  32  days,  and  was  terminated  June  26. 
The  daily  average  shipments  of  strawberries  from  Delaware  during 
the  flush  of  the  1926  season  were  above  the  average  of  the  period  as 
a  result  of  the  short  ripening  season  of  a  crop  that  was  above  the 
average  for  the  State.  About  48  per  cent  of  the  carload  shipments 
from  this  State  r.re  marketed  among  the  cities  that  report  carload 
unloads  to  the  Bureau  of  Agricultural  Economics. 

The  competition  met  by  Delaware  on  the  markets  comes  from  June 
shipments  from  Maryland,  New  Jersey,  Missouri,  Kentucky,  Ten- 
nessee, Indiana,  New  York,  and  Massachusetts. 

Several  varieties  of  strawberries  are  grown  in  Delaware:  Howard  17 
and  Missionary  are  planted  for  the  early  crop  and  the  Gandy,  Joe, 
Lupton,  and  Chesapeake  for  the  late  crop.  Some  Klondikes  are 
grown. 

Selbyville,  Bridgeville,  and  Millsboro  in  Sussex  County  are  the 
principal  strawberry-shipping  stations  in  Delaware. 

References  to  Delaware  are  made  in  Figures  2,  3,  5,  6,  7,  8,  9,  and 
10  and  in  Tables  2  and  5. 

FLOMDA 

There  are  two  important  market-strawberry  districts  in  Florida. 
Hillsborough  and  Polk  Counties  in  the  southern  part  of  the  State 
form  the  earlier  district  and  Bradford  County  in  the  northern  part 
produces  a  crop  that  is  marketed  somewhat  later.     The  State  reported 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP  37 

1,190  acres  as  having  been  utilized  for  growing  market  strawberries 
in  1920,  and  this  acreage  was  reduced  slightly  in  1921,  but  an  increase 
in  3^early  plantings  began  in  1922  and  continued  until  the  peak,  4,690 
acres  was  reached  in  1924.  The  acreage  was  reduced  to  4,240  acres  in 
1925,  and  in  1926  it  was  reported  as  2,980.  Considering  the  acreages 
cultivated  by  the  State  for  the  7-year  period  as  a  whole,  there  was  a 
decided  upward  trend  of  the  industry  in  this  State.  The  average 
acreage  was  2,876,  which  was  142  per  cent  above  that  of  1920. 

Florida  produces  an  average  of  5,542,000  quarts  of  market  straw- 
berries per  year,  which  is  equivalent  to  825  cars  of  average-size  ship- 
ments from  this  State.  Florida  ranks  seventeenth  among  the  straw- 
berry-producing States  in  volume  of  production  and  ships  about  56 
per  cent  of  its  crop  in  carloads.  A  large  part  of  the  remainder  of  the 
crop  is  shipped  by  express  to  the  large  northern  markets  in  containers 
known  as  ^'pony  refrigerators.'^  These  shipments  have  a  very  wide 
distribution. 

The  average  yield  per  acre  of  strawberries  in  Florida  is  1,927  quarts, 
which  is  the  largest  yield  in  the  early-crop  group  of  States  and  is  169 
quarts  above  the  United  States  average. 

Florida  is  an  early-crop  State  from  which  the  early  movement 
usually  begins  in  December  with  less-than-carload  shipments.  The 
carload  movement  often  starts  as  early  as  January  1  and  continues 
for  a  period  of  about  four  months,  ending  usually  during  the  last  week 
of  April.  The  greater  part  of  the  carload  shipments  are  unloaded  on 
the  large  northern  markets,  of  which  New  York  is  the  most  important. 
The  State  has  little  competition  in  marketing  its  crop  from  the  begin- 
ning of  the  movement  until  March.  During  March  Louisiana  enters 
the  markets  and  is  a  strong  competitor  of  Florida  to  the  end  of  the 
season. 

^  The  Missionary  is  practically  the  only  variety  grown  in  the  southern 
districts  of  Florida,  and  is  the  chief  variety  in  the  northern  part, 
although  a  few  Klondikes  are  grown  there. 

Plant  City  and  Lakeland  in  the  west-central  part  and  Lawtey  in 
the  northern  part  are  the  leading  carload-strawberry-shipping  stations 
in  Florida. 

References  to  Florida  are  made  in  Figures  2,  3,  5,  6,  7,  and  10  and 
Tables  2,  4,  and  5. 

ILUNOIS 

The  Illinois  market-strawberry  districts  are  situated  in  the  south- 
central  and  extreme  southern  parts  of  the  State.  This  State  reported 
3,210  acres  as  having  been  utilized  for  growing  strawberries  in  1920, 
and  a  small  increase  was  reported  each  succeeding  year  until  the  peak 
was  reached  in  1924.  There  was  a  decrease  from  the  1924  acreage 
during  1925,  and  in  1926  the  decline  continued.  The  State  cultivated 
an  average  of  3,317  acres  for  the  7-year  period.  This  was  about  3 
per  cent  above  the  1920  plantings  and  shows  a  slight  upward  trend 
for  the  period  as  a  whole. 

Illinois  produces  an  average  of  4,992,000  quarts  of  market  straw- 
berries per  year,  which  is  equivalent  to  495  cars  with  a  capacity  of  four 
hundred  and  twenty  24-quart  crates  each,  which  is  the  usual  carload 
from  this  State.  Illinois  is  nineteenth  in  rank  in  volume  of  market 
production  and  ships  less  than  50  per  cent  of  its  market  crop  in 
carloads. 


38         TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 

The  average  yield  per  acre  of  strawberries  in  Illinois  is  1,505,  which 
is  253  quarts  below  the  average  for  the  United  States  and  336  quarts 
below  the  average  of  the  intermediate-crop  group  of  States,  of  which 
this  State  is  one. 

The  marketing  period  for  Illinois  strawberries  usually  occurs  between 
May  4  and  June  26.  The  1926  movement  began  May  19,  continued 
33  aays,  and  was  terminated  June  21.  This  was  a  late  season  for  this 
State,  but  the  country  in  general  had  a  late  season  during  that  year. 
The  greater  part  of  the  Illinois  shipments  are  made  in  June  to  the 
Chicago  market  and  meet  competition  on  that  market  with  shipments 
from  Missouri,  Tennessee,  Arkansas,  Kentucky,  Indiana,  Iowa,  and 
Michigan. 

The  leading  varieties  grown  in  Illinois  are  the  Dunlap  and  Howard 
17  in  the  northern  part  and  the  Gandy  and  Aroma  in  the  southern 
part.     (Figs.  8  and  9.) 

Villa  Kidge,  Pulaski,  and  Fayette  are  the  principal  strawberry 
carload-shipping  points  in  Illinois. 

References  to  Illinois  are  made  in  Figures  2,  3,  5,  6,  7,  8,  9,  and  10. 

INDIANA 

The  Indiana  strawberry  districts  are  situated  in  Clark  and  Floyd 
Counties  in  the  southeastern  part  of  the  State.  The  State  reported 
2,020  acres  as  havitig  been  utilized  for  growing  market  strawberries 
in  1920.  There  was  a  slight  downward  trend  in  acreage  in  Indiana 
from  1920  to  the  end  of  the  period  in  1926.  The  average  cultivated 
by  the  State  for  the  period  was  1,847  acres,  which  is  about  9  per  cent 
less  than  the  1920  plantings. 

Indiana  produces  an  average  of  3,145,000  quarts  of  market  straw- 
berries each  year,  which  is  equivalent  to  312  cars  with  a  capacity  of 
four  hundred  and  twenty  24-quart  crates  each.  The  market  produc- 
tion of  this  State  has  little  bearing  on  the  general  market  as  only 
about  13  per  cent  is  moved  in  carloads. 

The  average  yield  per  acre  of  strawberries  in  Indiana  is  1,703 
quarts,  which  is  138  quarts  below  the  average  of  the  intermediate-crop 
group  of  States,  of  which  it  is  one. 

The  marketing  period  of  Indiana  occurs  usually  between  May  15 
and  June  30.  The  greater  part  of  the  shipments  from  this  State 
are  unloaded  on  the  Chicago  and  Pittsburgh  markets  during  June 
in  competition  with  shipments  from  Tennessee,  Maryland,  Missouri, 
and  Kentucky. 

The  Gandy,  Dunlap,  Howard  17,  and  Aroma  are  the  most  important 
varieties  grown  in  Indiana. 

References  to  Indiana  are  made  in  Figures  2,  3,  5,  6,  8,  9,  and  10, 
and  in  Table  5. 

IOWA 

The  Iowa  market-strawberry  district  is  situated  in  the  extreme 
southeastern  part  of  the  State,  in  Lee  County.  The  State  reported 
2,590  acres  as  having  been  utilized  for  growing  market  strawberries 
in  1920  and  an  increase  each  year  until  the  peak  was  reached  in  1923. 
From  the  peak  of  3,300  acres  in  1923  there  was  a  decrease  to  2,850 
acres  in  1926,  which  made  the  average  2,860  acres  for  the  7-year  period. 
This  average  was  10  per  cent  above  the  1920  acreage  and  shows  a 
slight  upward  trend  of  the  acreages  of  this  State  for  the  period. 


H; 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP  39 

Iowa  produces  an  average  of  4,762,000  quarts  of  market  strawber- 
ries per  year,  which  is  equivalent  to  472  cars  with  a  capacity  of 
four  hundred  and  twenty  24-quart  crates  each.  Iowa  ships  about  13 
per  cent  of  its  crop  in  carloads;  that  is,  about  59  cars. 

The  average  yield  per  acre  of  strawberries  in  Iowa  is  1,665  quarts, 
which  is  93  quarts  below  the  average  for  the  United  States  and  176 
quarts  below  the  average  of  the  intermediate-crop  group  of  States, 
of  which  it  is  one. 

The  marketing  period  of  Iowa  occurs  usually  between  May  24 

d  June  28.  The  greater  part  of  the  Iowa  carload  shipments  are 
nloaded  on  the  Chicago  and  Milwaukee  markets  in  June  and  come 
into  competition  with  shipments  from  Missouri,  Kentucky,  Indiana, 
Illinois,  Tennessee,  and  Arkansas. 

The  Dunlap  is  the  chief  variety  of  strawberry  grown  in  Iowa. 

Keokuk  and  Montrose  are  the  principal  strawberry-shipping  sta- 
tions. 

References  to  Iowa  are  made  in  Figures  2,  3,  5,  6,  7,  8,  and  10,  and 
in  Table  5. 

KANSAS 

The  Kansas  strawberry  acreages  are  located  in  the  northeastern 
part  of  the  State,  the  larger  part  being  in  Doniphan  County.  The 
average  plantings  from  1920  to  1926  were  574  acres,  but  there  was  a 
considerable  increase  during  the  last  three  years,  which  show  an  aver- 
age of  943  acres. 

The  average  production  of  Kansas  has  been  941,000  quarts  per  year, 
which  is  equivalent  to  109  cars  with  a  capacity  of  seven  hundred  and 
twenty  24-pint  crates,  which  is  the  usual  carload  from  this  State. 
The  increase  in  the  industry  during  the  last  three  years  of  the  period 
indicates  a  much  larger  production  than  the  average  for  the  period. 

The  average  yield  per  acre  of  strawberries  in  Kansas  is  1,639 
quarts,  which  is  119  quarts  below  the  average  for  the  United  States. 

Kansas  is  a  late-crop  State  which  markets  its  crop  in  June.  Only 
about  12  per  cent  of  the  crop  is  moved  in  carloads;  in  1926  but  one 
car  was  reported  as  received  from  Kansas  and  that  was  delivered  to 
Minneapolis. 

The  Aroma  is  the  chief  variety  grown  for  market. 

References  to  Kansas  are  made  in  Figures  2,  3,  5,  and  11. 

KENTUCKY 

The  Kentucky  strawberry  districts  are  located  along  the  southern 
boundary  of  the  western  part  of  the  State  and  in  the  vicinity  of 
Louisville  in  the  north-central  part.  The  State  reported  3,440  acres 
as  having  been  utilized  for  growing  market  strawberries  in  1920  and 
an  increase  for  each  of  the  following  years  until  the  peak  (5,080  acres) 
was  reached  in  1923.  There  was  a  reduction  to  4,370  acres  in  1924, 
and,  in  1925,  the  acreage  was  reduced  to  4,260,  but  an  increase  to 
4,790  acres  was  made  in  1926.  The  average  of  these  changing  acre- 
ages for  the  period  was  4,380  acres,  which  was  27  per  cent  above  the 
1920  plantings.  As  a  whole,  the  period  shows  a  slight  upward  trend 
in  the  strawberry  industry  of  this  State  from  1920  to  1926,  inclusive. 

Kentucky  produces  an  average  of  7,016,000  quarts  of  market 
strawberries  per  year,  which  is  equivalent  to  696  cars  with  a  capacity 


40         TECHNICAL  BULLETIN  180,  tJ.  S.  DEPT.  OF  AGRICULTURE 


|.^^~,^^^^^^KENTUCKY 

f 

At-Z  J            -^[C^A 

V  (    /    / — 

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|^f^~^^_^_^      MISSISSIPPI 

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\    \i~~4— — _ 

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-^^ 

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^ 

£>of5  represent  markets  reporting  unloads 
Stars  represent  points  of  oricfin 

Figure  11.— Carload  Strawberry  Distribution  by  origin,  1926 

These  distributions  represent  only  that  part  of  the  crop  which  was  reported  as  unloads  at  the  markets 
involved.  Stations  in  some  States  report  the  shipment  of  cars  to  other  markets,  but  no  report  oi 
their  arrival  at  ^hQse  jparkets  js  received  by  the  Pepartment  of  Agriculture  from  the  railroads, 


ORIGIN  AND  BISTKIBtJTION,  STRAWBERRY  CROP  41 

of  four  hundred  and  twenty  24-quart  crates,  which  is  the  usual  load 
from  this  State.  Kentucky  is  fifteenth  in  order  of  rank  in  production 
of  market  strawberries,  but  as  74  per  cent  of  the  crop  is  marketed  in 
carloads,  its  production  is  an  important  factor  among  the  larger 
markets.  The  State  ranks  ninth  among  the  strawberry-producing 
States  in  number  of  carload  shipments. 

The  average  yield  per  acre  of  strawberries  in  Kentucky  is  1,602 
quarts,  which  is  156  quarts  below  the  average  for  the  United  States 
and  239  quarts  below  the  average  of  the  intermediate-crop  group  of 
States. 

The  marketing  period  of  Kentucky  occurs  usually  between  May  5 
and  June  15.  The  1926  strawberry  season  in  Kentucky  was  of 
short  duration.  Shipments  were  not  begun  until  May  24,  which  is 
a  late  date  for  the  State,  the  movement  was  continued  for  20  days 
only,  and  was  terminated  June  12.  About  61  per  cent  of  Kentucky 
carload  shipments  are  unloaded  on  26  of  the  markets  that  report  their 
receipts  to  the  Bureau  of  Agricultural  Economics.  The  greater 
part  of  the  shipments  are  made  in  June  and  come  into  competition 
on  the  markets  with  shipments  from  Tennessee,  Maryland,  Missouri, 
Delaware,  Alabama,  Arkansas,  Illinois,  and  Michigan. 

The  Aroma  is  the  principal  variety  grown  in  Kentucky,  though  the 
Gandy  is  grown  to  some  extent.  The  Aroma  is  a  medium-late  berry 
in  this  State  and  the  Gandy  is  a  late  variety. 

Paducah,  Franklin,  Bowling  Green,  Bristow,  and  Oakland  are  the 
principal  strawberry  carload-shipping  stations  in  Kentucky. 

References  to  Kentucky  are  made  in  Figures  2,  3,  5,  6,  7,  8,  9,  and 
11  and  in  Table  5. 

LOUISIANA 

The  Louisiana  market-strawberry  acreages  are  situated  in  the 
southeastern  part  of  the  State,  in  Tangipahoa,  Livingston,  and  St. 
Helena  Parishes.  The  State  reported  6,500  acres  as  having  been 
utilized  for  growing  market  strawberries  in  1920,  w^hich  was  in- 
creased to  8,250  acres  in  1921.  The  1921  acreage  was  increased  by 
more  than  3,000  acres  in  1922  and  an  additional  3,000  was  reported 
in  1923.  The  1924  acreage  was  practically  the  same  as  that  reported 
for  1923,  but  a  decrease  of  more  than  4,000  acres  was  reported  for 

1925.  The  peak  acreage  of  this  State  for  the  period  was  reached  in 

1926,  when  the  plantings  were  increased  to  18,500  acres.  The 
average  for  the  period  was  12,014  acres,  which  was  85  per  cent  above 
the  number  reported  in  1920.  The  trend  of  the  industry  in  this  State 
was  decidedly  upward  from  1920  to  the  end  of  1926. 

Louisiana  produces  an  average  of  17,240,000  quarts  of  market 
strawberries  per  year,  which  is  equivalent  to  1,842  cars  with  a 
capacity  of  9,360  quarts,  which  is  estimated  as  an  average  car  for  this 
State.  Some  cars  shipped  from  Louisiana  carry  seven  hundred  and 
twenty  24-pint  crates  and  others  four  hundred  and  twenty  24-quart 
crates.  Louisiana  is  fourth  among  the  strawberry-producing  States 
in  volume  of  production  and  first  among  the  early-crop  group  of 
States.  The  carload  shipments  from  Louisiana  represent  about  83 
per  cent  of  the  production  and  have  equaled  1,527  cars  each  year, 
which  places  the  State  second  in  rank  among  the  strawberry-shipping 
States  in  number  of  carload  shipments. 


42    TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 

The  average  yield  per  acre  of  strawberries  in  Louisiana  is  1,435 
quarts,  which  is  323  quarts  below  the  average  of  the  United  States 
and  108  quarts  below  the  early-crop  group  average. 

Louisiana  is  an  early-crop  State  in  which  the  marketing  period 
occurs  usually  between  March  2  and  May  29.  The  1926  movement 
began  March  27,  continued  64  days,  and  was  terminated  May  29. 
This  was  a  late  start  for  the  early  shipments  from  this  State,  but  the 
ripening  period  was  shortened,  and  the  season  closed  May  29.  During 
1926,  50  of  the  69  markets  reporting  strawberry  unloads  received 
shipments  from  Louisiana.  The  greater  part  of  these  shipments 
were  received  during  April  and  May  and  represented  more  than  84 
per  cent  of  the  State  shipments  for  the  season.  Shipments  from 
Louisiana  usually  meet  only  limited  competition  on  the  markets 
during  April,  but  during  May  shipments  from  this  State  have  to 
compete  for  sale  with  the  bulk  of  the  shipments  that  originate  in 
Tennessee,  Missouri,  Kentucky,  North  Carolina,  Arkansas,  Virginia, 
Maryland,  Mississippi,  and  Alabama. 

The  Klondike  is  the  principal  variety  grown  in  Louisiana. 

Albany  and  Denham  Springs,  Livingston  Parish;  Montpelier, 
Saint  Helena  Parish;  and  Amite,  Hammond,  Independence,  and 
Ponchatoula  in  Tangipahoa  Parish,  are  important  strawberry-shipping 
stations  in  Louisiana. 

Keferences  to  Louisiana  are  made  in  Figures  2,  3,  5,  6,  7,  8,  and  11, 
and  Tables  2  and  5. 

MAINE 

Maine  cultivated  714  acres  of  strawberries  in  1924,  according  to 
the  1925  agricultural  census  report.  Information  for  other  years  of 
the  period  is  not  available.  The  acreages  reported  for  1924  are  located 
in  the  southeastern  part  of  the  State.  During  July  and  August  of 
the  1926  season  Maine  shipped  3  carloads  of  strawberries  to  the 
Boston  market. 

MARYLAND 

The  chief  market-strawberry  acreages  of  Maryland  are  situated  in 
the  counties  on  the  east  side  of  Chesapeake  Bay  which  are  part  of  the 
territory  known  commercially  as  the  Eastern  Shore  district.  The 
State  reported  7,910  acres  as  having  been  utilized  for  growing  market 
strawberries  in  1920,  and  an  increase  during  each  of  the  following 
years  until  the  peak,  11,080  acres,  was  reached  in  1924.  There  was 
a  decrease  to  9,100  acres  in  1925,  but  this  acreage  was  increased  to 
10,650  acres  in  1926.  The  average  cultivated  for  the  7-year  period 
was  9,524  acres,  which  is  20  per  cent  above  the  1920  acreage.  These 
acreages  indicate  that  there  was  a  slight  but  steady  upward  trend 
of  the  strawberry  industry  of  Maryland  from  1920  to  1926. 

Maryland  produces  an  average  of  20,328,000  quarts  of  market 
strawberries  per  year,  which  is  equivalent  to  2,647  cars  with  a  capacity 
of  two  hundred  and  forty  32-quart  crates,  which  is  the  usual  carload 
from  this  State.  Maryland  ranks  third  among  the  States  in  volume 
of  strawberry  production.  Only  55  per  cent  of  the  crop  is  moved  in 
carloads,  but  there  is  a  large  additional  movement  by  truck  which 
includes  the  greater  part  of  the  remainder  and  makes  the  State 
second  only  to  Tennessee  in  volume  of  market  deliveries. 

The  average  yield  per  acre  of  strawberries  in  Maryland  is  2,134 
quarts,  which  is  376  quarts  above  the  United  States  average  and 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP  43 

293  quarts  above  the  average  of  the  intermediate-crop  group  of 
States,  of  which  Maryland  is  one. 

The  marketing  period  of  Maryland  occurs  usually  between  May  2 
and  June  21.  The  1926  movement  began  May  19,  continued  36 
days,  and  was  terminated  June  23.  Thirty-one  of  the  sixty-nine 
markets  that  furnish  carload-unload  reports  of  strawberries  were 
included  in  the  distribution  of  Maryland  strawberries  in  1926.  The 
shipments  to  these  markets  represented  about  73  per  cent  of  the 
carload  movement  from  the  State.  About  76  per  cent  of  the  Mary- 
land carload  shipments  are  made  in  June  and  come  into  competition 
on  the  markets  with  shipments  from  Delaware,  Virginia,  Missouri, 
New  Jersey,  Tennessee,  New  York,  Kentucky,  North  Carolina, 
Massachusetts,  Arkansas,  Illinois,  and  Indiana. 

Several  varieties  are  grown  in  Maryland,  but  the  Howard  17  and 
Missionary  for  the  early  crop,  and  the  Lupton,  Chesapeake,  Joe, 
and  Gandy,  for  the  late  crop  are  extensively  planted. 

Marion,  Pittsville,  Fruitland,  and  Berlin  are  important  strawberry 
carload-shipping  stations  in  Maryland. 

References  to  Maryland  are  made  in  Figures  2,  3,  5,  6,  7,  8,  9,  and 
11  and  in  Tables  2  and  5. 

MASSACHUSETTS 

Massachusetts  has  produced  and  shipped  an  average  of  80  carloads 
of  strawberries  per  year  from  1920  to  1926,  inclusive.  This  infor- 
mation is  furnished  by  the  market-unload  reports  made  to  the  Bureau 
of  Agricultural  Economics.  Acreage,  yield,  and  other  data  for  this 
State  are  not  available  in  the  commercial  records  at  the  present 
time.  The  1924  agricultural  census  reported  1,373  acres  of  straw- 
berries scattered  over  a  large  part  of  the  State. 

During  the  1926  season,  a  total  of  106  cars  of  Massachusetts 
strawberries  were  among  the  reported  receipts  at  Albany,  Boston, 
and  Portland. 

References  to  Massachusetts  are  made  in  Figures  1  and  10. 

MICHIGAN 

The  Michigan  market-strawberry  acreages  are  located  in  the 
Lower  Peninsula  in  those  counties  that  border  on  Lake  Michigan,  and 
in  the  southeastern  counties  of  the  State.  The  State  reported  5,900 
acres  as  having  been  utilized  for  growing  market  strawberries  in 
1920  which  was  increased  to  6,550  acres  in  1921.  There  was  a  small 
decrease  in  the  acreages  of  1922  and  1923,  but  there  was  an  increase 
to  7,790  acres  in  1924,  which  was  the  peak  year  of  the  7-year  period. 
There  was  a  drop  to  6,450  acres  in  1925,  and  in  1926  the  acreage  was 
reduced  to  6,230  acres.  The  State  cultivated  a  yearly  average  of 
6,396  acres  during  the  period,  which  was  8  per  cent  above  the  1920 
acreage.  The  plantings  for  the  period  indicate  a  slight  upward  trend 
of  the  strawberry  industry  of  this  State. 

Michigan  produces  an  average  of  9,194,000  quarts  of  market 
strawberries  per  year,  which  is  equivalent  to  884  cars  with  a  capacity 
of  six  hundred  and  fifty  16-quart  crates  each,  which  is  the  usual 
carload  from  this  State.  Michigan  ranks  tenth  in  order  of  volume 
of  production  among  the  strawberry-producing  States.  Carload  and 
boat  shipments  represent  about  44  per  cent  of  the  crop;  the  larger 
part  of  the  crop  moves  by  truck. 


44  TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 

The  average  yield  per  acre  of  strawberries  in  Michigan  is  1,437 
quarts,  which  is  321  quarts  below  the  average  for  the  United  States 
and  is  the  lowest  yield  among  the  late-crop  group  of  States. 

The  marketing  period  of  Michigan  occurs  usually  between  May  30 
and  July  31.  The  1926  carload  movement  began  June  15,  continued 
36  days,  and  was  terminated  July  20.  Chicago  and  Milwaukee  are 
the  only  markets  that  reported  carload  receipts  of  Michigan  straw- 
berries in  1926.  The  June  shipments  from  Michigan  are  sold  in  com- 
petition with  Arkansas,  Tennessee,  Illinois,  Missouri,  Kentucky, 
Indiana,  and  Iowa  shipments. 

Several  varieties  are  grown  in  Michigan ;  chief  among  them  are  the 
Howard  17,  Dunlap,  Parsons  (Gibson),  and  Gandy. 

References  to  Michigan  are  made  in  Figures  2,  3,  5,  7,  8,  9,  and  11, 
and  Tables  2  and  5. 

MISSISSIPPI 

The  Mississippi  market-strawberry  acreages  are  located  in  Panola 
County,  in  the  northern  part,  Lauderdale  County,  in  the  east-central 
part;  and  in  Covington  and  Harrison  Counties,  in  the  southern  part. 
The  State  reported  780  acres  as  having  been  utilized  for  growing 
market  strawberries  in  1920  and  there  was  little  change  in  the  reported 
acreage  for  the  three  years  following.  In  1924  the  plantings  were 
increased  to  1,190  acres,  and  practically  the  same  acreage  w^as  culti- 
vated in  1925,  but  reports  for  1926  show  a  reduction  to  920  acres.  The 
State  cultivated  an  average  of  930  acres  for  the  period,  which  was  19 
per  cent  above  the  acreage  of  1920.  A  comparison  of  the  acreages 
cultivated  each  year  indicates  that  there  was  an  upward  trend  of  the 
strawberry  industry  in  Mississippi  during  the  period. 

Mississippi  produces  an  average  of  1,354,000  quarts  of  market 
strawberries  per  year,  which  is  equivalent  to  134  cars  with  a  capacity 
of  four  hundred  and  twenty  24-quart  crates  each,  which  is  the  usual 
carload  from  this  State.  The  carload  shipments  have  averaged 
71  cars  per  year,  which  is  about  53  per  cent  of  the  crop.  Only  two  of 
the  market-strawberry  States  produce  less  than  Mississippi. 

The  average  yield  per  acre  of  strawberries  in  Mississippi  is  1,456 
quarts,  which  is  302  quarts  below  the  average  of  the  United  States 
and  87  quarts  below  the  average  of  early-crop  group. 

Mississippi  is  an  early-crop  State  in  which  the  marketing  period 
occurs  usually  between  March  25  and  May  26.  The  1926  movement 
began  April  21,  continued  35  days,  and  was  terminated  May  25.  A 
large  percentage  of  the  carload  shipments  from  Mississippi  are  made 
in  May  and  are  distributed  in  small  numbers  among  18  of  the  markets 
reporting  carload  unloads.  These  shipments  meet  in  competition 
with  shipments  from  Alabama,  Louisiana,  North  Carolina,  Mary- 
land, Virginia,  Missouri,  Kentucky,  Tennessee,  Arkansas,  and 
Illinois. 

The  Klondike  is  the  chief  variety  grown  in  Mississippi  for  market 
purposes. 

Sanford,  Marion,  and  Batesville  are  the  most  important  strawberry 
carload -shipping  stations  in  Mississippi. 

Eeferences  to  Mississippi  are  made  in  Figures  2,  3,  5,  6,  7,  8,  and  H 
and  in  Tables  2  and  5. 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP  45 

MISSOURI 

The  Missouri  market-strawberry  acreages  are  situated  in  the  south- 
western counties  of  the  State,  in  the  Ozark  section.  There  are  some 
market  acreages  in  the  vicinity  of  St.  Louis  and  Kansas  City.  The 
State  reported  5,420  acres  as  having  been  utilized  for  growing  market 
strawberries  in  1920.  An  increase  over  the  previous  year  was 
reported  for  each  of  the  following  seasons  until  the  acreage  reached 
14,030  acres  in  1926.  The  yearly  average  was  10,051  acres  for  the 
period,  which  was  85  per  cent  above  the  acreage  of  1920.  As  Missouri 
was  the  only  State  that  increased  its  acreage  over  the  previous  year 
during  each  season  of  the  period,  it  developed  the  most  consistent 
upward  trend  of  the  strawberry  industry  among  the  States,  although 
its  percentage  of  average  increase  was  exceeded  by  several  States. 

Missouri  produces  an  average  of  15,876,000  quarts  of  market 
strawberries  per  year,  which  is  equivalent  to  1,575  cars  with  a  capacity 
of  four  hundred  and  twenty  24-quart  crates,  which  is  the  usual  car- 
load from  this  State.  Missouri  ranks  seventh  among  the  strawberry 
States  in  number  of  carload  shipments,  and  fifth  in  production. 
These  shipments  represent  68  per  cent  of  the  State  production  and 
make  the  State  a  leading  factor  in  the  commercial  strawberry  markets. 

The  yield  per  acre  of  strawberries  in  Missouri  is  comparatively 
small;  the  average  of  1,580  quarts  is  178  quarts  below  the  average 
for  the  United  States  and  261  quarts  below  the  average  of  the  inter- 
mediate-crop group  of  States. 

The  marketing  period  of  Missouri  occurs  usually  between  May  1 
and  June  20.  The  1926  movement  began  May  19,  continued  31  days, 
and  was  terminated  June  18.  This  was  a  short  shipping  season  for 
Missouri,  and  the  carload  movement  was  above  the  average  for  the 
period.  As  a  result  the  daily  shipments  during  the  flush  of  the  1926 
season  were  far  above  the  daily  average  for  the  period.  More  than 
58  per  cent  of  the  carload  shipments  from  Missouri  were  unloaded 
among  40  of  the  markets  which  report  unloads.  A  very  large  per- 
centage of  the  carload  shipments  from  Missouri  are  marketed  in  June 
in  competition  with  shipments  from  Tennessee,  Kentucky,  Illinois, 
Delaware,  North  Carolina,  Maryland,  Virginia,  Arkansas,  New  Jersey, 
New  York,  Massachusetts,  Indiana,  Louisiana,  Mississippi,  Iowa, 
Michigan,  and  Alabama. 

Several  varieties  are  grown  in  Missouri,  but  the  principal  one  of  the 
Ozark  section  is  the  Aroma,  though  a  few  Klondikes  are  grown  for 
the  early  crop.  In  districts  north  of  the  Missouri  River,  the  Dunlap 
and  Howard  17  are  grown;  south  of  the  river,  the  Aroma,  Gandy, 
and  Dunlap  are  planted. 

Sarcoxie,  Jasper  County;  Neosho,  Newton  County;  and  Anderson, 
McDonald  County,  are  important  strawberry  carload-shipping 
points  in  Missouri. 

References  to  Missouri  are  made  in  Figures  2,  3,  5,  6,  7,  8,  9,  and 
11,  and  in  Tables  2  and  5. 

MONTANA 

Montana  produces  a  few  cars  of  strawberries  each  year,  which  are 
usually  moved  in  August  and  September.  In  1926  the  State  shipped 
12  cars  to  Chicago  and  1  car  to  Detroit.  The  chief  variety  grown  is 
the  Progressive,  an  ever-bearing  sort. 


46    TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTUKE 

The  1924  agricultural  census  reported  282  acres  as  having  been 
utilized  for  growing  strawberries.  These  acreages  are  widely 
scattered  over  the  State.     (Fig.  1.) 

NEW  JERSEY 

The  New  Jersey  market-strawberry  acreages  are  scattered  over 
most  of  the  State,  but  the  principal  district  is  situated  in  the  southern 
half.  The  State  reported  5,230  acres  as  having  been  utilized  for 
growing  market  strawberries  in  1920,  which  was  gradually  increased 
each  season  until  the  peak  (6,500  acres)  was  reached  in  1924.  The 
acreage  was  reduced  to  5,500  acres  in  1925  and  the  same  number  of 
acres  was  reported  for  1926.  The  State  cultivated  an  average  of 
5,620  acres  per  year  for  the  period,  which  was  about  7  per  cent  above 
the  1920  acreage.  A  comparison  of  the  acreages  cultivated  each 
season  indicates  that  the  strawberry  industry  did  little  more  than 
hold  its  own  in  New  Jersey  during  the  period. 

New  Jersey  produces  an  average  of  9,177,000  quarts  of  market 
strawberries  per  year,  which  is  equivalent  to  1,195  cars  with  a  capacity 
of  two  hundred  forty  32-quart  crates  each,  which  is  the  usual  carload 
from  this  State.  New  Jersey  is  eleventh  in  rank  among  the  straw- 
berry-producing States  in  volume  of  production,  but  its  carload 
movement  is  relatively  small,  only  about  23  per  cent  of  the  crop  being 
moved  in  that  manner.  The  importance  of  the  New  Jersey  straw- 
berry crop  is  shown  by  receipts  on  near-by  markets  of  truck  and  less- 
than-carload  shipments  which  move  the  greater  part  of  the  State 
production. 

The  average  yield  per  acre  of  strawberries  in  New  Jersey  is  1,633 
quarts,  which  is  125  quarts  below  the  United  States  average  and  208 
quarts  below  the  average  of  the  intermediate-crop  group  of  States. 

The  marketing  period  of  New  Jersey  occurs  usually  between  May 
12  and  June  30.  The  1926  movement  began  May  31,  continued  25 
days,  and  was  terminated  June  24.  Only  a  small  number  of  the 
carload  shipments  from  New  Jersey  are  unloaded  on  markets  that 
report  receipts  to  the  Bureau  of  Agricultural  Economics.  The 
remainder  of  the  carload  shipments  are  distributed  among  smaller 
markets  which  do  not  report  unloads. 

Twelve  varieties  are  reported  as  being  grown  in  New  Jersey,  but 
the  Howard  17,  Lupton,  Aberdeen,  Gandy,  Chesapeake,  Joe,  and 
Success  predominate. 

Cedarville,  Cumberland  County,  is  the  principal  strawberry  carload- 
shipping  station  in  New  Jersey. 

Keferences  to  New  Jersey  are  made  in  Figures  2,  3,  5,  7,  and  11 
and  in  Tables  2  and  5. 

NEW  YORK 

The  New  York  market  acreages  are  situated  in  the  Hudson  Kiver 
Valley,  and  along  the  shores  of  Lake  Ontario  and  Lake  Erie.  The 
State  reported  3,720  acres  as  having  been  utilized  for  growing  market 
strawberries  in  1920,  which  was  increased  during  the  following  years 
until  the  peak,  4,900  acres,  was  reached  in  1924.  This  was  reduced 
to  4,400  acres  in  1925,  and  4,590  acres  were  reported  for  1926.  These 
plantings  represent  a  yearly  average  of  4,183  acres  for  the  period, 
which  was  12  per  cent  above  the  1920  acreage.     A  comparison  of  the 


OKIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP  47 

acreages  cultivated  each  season  indicates  that  the  strawberry  industry 
of  New  York  was  on  the  upward  trend  during  the  period  as  a  whole. 

New  York  produces  an  average  of  9,615,000  quarts  of  market 
strawberries  per  year,  which  is  equivalent  to  1,253  cars  with  a  capacity 
of  two  hundred  and  forty  32-quart  crates  each,  which  is  the  usual 
carload  from  this  State.  New  York  is  ninth  in  order  of  volume  of 
market  production  among  the  strawberry-producing  States.  The 
New  York  carload  shipments  are  comparatively  small;  only  about  22 
per  cent  of  the  crop  is  moved  in  this  way.  A  large  part  of  the  produc- 
tion is  moved  by  truck. 

The  average  yield  per  acre  of  strawberries  in  New  York  is  2,299 
quarts,  which  is  541  quarts  above  the  United  States  average  and 
507  quarts  above  the  average  of  the  late-crop  group  of  States. 

The  marketing  period  in  New  York  occurs  usually  between  May 
30  and  July  31.  The  1926  movement  began  June  15,  continued  39 
days,  and  was  terminated  July  24.  This  was  a  late  season  for  this 
State.  The  greater  part  of  the  carload  shipments  from  New  York 
are  sent  to  New  York  City,  but  a  few  cars  are  distributed  among  the 
other  eastern  markets. 

Twenty  varieties  are  reported  as  being  grown  in  New  York,  of 
which  the  Howard  17,  Dunlap,  Gandy,  Glen  Mary,  and  Late  Stevens 
are  the  leaders. 

Germantown,  Columbia  County;  Tivoli,  Dutchess  County;  Rich- 
land, Oswego  County;  and  Marlboro,  Ulster  County,  are  the  principal 
shipping  stations  in  New  York. 

References  to  New  York  are  made  in  Figures  2,  3,  5,  6,  7,  8,  9,  and 
12,  and  in  Tables  2  and  5. 

NORTH  CAROLINA  AND  SOUTH  CAROUNA  COMBINED 

The  Carolina  market-strawberry  acreages  are  situated  in  one  dis- 
trict, which  is  located  in  the  eastern  part  of  the  States  and  separated 
by  the  State  line  only.  The  larger  part  of  the  acreage  is  located  in 
North  Carohna.  The  States  reported  1,970  acres  as  having  been 
utilized  for  growing  market  strawberries  in  1920,  which  was  increased 
during  each  of  the  following  years  until  a  peak  of  6,730  acres  was 
reached  in  1924.  A  drop  from  the  high  point  to  5,560  acres  occurred 
in  1925,  and  in  1926  the  acreage  was  lov/ered  to  5,380  acres.  The 
plantings  for  the  period  were  equal  to  a  yearly  average  of  4,491  acres, 
which  was  128  per  cent  above  the  acreage  of  1920.  A  comparison 
of  the  acreages  cultivated  each  season  indicates  a  decided  upward 
trend  of  the  strawberry  industry  of  these  States  for  the  period  as  a 
whole. 

The  Carolinas  produce  an  average  of  10,973,000  quarts  of  market 
strawberries  per  year,  which  is  equivalent  to  1,478  cars  with  a  capac- 
ity of  two  hundred  and  forty  32-quart  crates,  which  is  the  usual 
carload  from  these  States.  Seven  States  produce  larger  strawberry 
crops  than  do  the  Carolinas,  but  as  85  per  cent  of  the  production  is 
moved  in  carloads,  the  two  States  together  rank  fifth  in  number 
among  the  strawberry-shipping  States. 

The  average  yield  per  acre  of  strawberries  in  the  Carolinas  is  2,443 
quarts,  which  is  the  largest  among  the  market-strawberry-producing 
States  excepting  California.  This  yield  is  685  quarts  above  the 
average  for  the  United  States  and  702  quarts  above  the  average  of 


48         TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 


Dots  represent  markets  reporting  unloads 
Stars  represent  points  of  origin 

Figure  12.— Carload  strawberry  Distribution  from  Origin.  1926 

The  smaller  volume  shipped  from  certain  districts  is  as  important  to  those  interest«d  as  are  the 
larger  shipments  from  other  sections. 


vv 


ORIGIN  AND  DISTRIBtJTION,  STRAWBERRY  CROP  49 

the  second  early-crop  group  of  States,  with  which  these  States  are 
classed. 

The  marketing  period  of  North  Carolina  begins  usually  about  April 
7  and  closes  as  late  as  June  29.  The  1926  movement  began  April  24, 
continued  47  days,  and  was  terminated  June  9.  The  South  Carolina 
movement  occurs  usually  between  April  16  and  May  30.  The 
greater  part  of  the  strawberry  shipments  from  these  States  are 
unloaded  on  the  eastern  markets  that  report  carload  receipts  to  the 
Bureau  of  Agricultural  Economics.  The  largest  movement  is  in 
May  and  meets  in  competition  shipments  from  Louisiana,  Tennessee, 
Arkansas,  Virginia,  Maryland,  Delaware,  Mississippi,  Missouri, 
Kentucky,  and  Alabama. 

The  Missionary  variety  is  grown  in  the  Wallace  to  Mount  Olive 
district  and  lOondike  in  the  Chadbourn  to  Mount  Tabor  district. 

Chadbourn,  Mount  Tabor,  Rose  Hill,  Teacheys,  Wallace,  and 
Rocky  Point  in  North  Carolina,  and  Loris  in  South  Carolina  are 
important  strawberry  carload-shipping  stations. 

References  to  the  Carolinas  are  made  in  Figures  2,  3,  5,  6,  7,  8,  and 
12,  and  Tables  2  and  5. 

OREGON 

The  Oregon  market-strawberry  acreages  are  situated  in  the 
Willamette  and  Hood  River  Valleys,  in  the  northwestern  part  of  the 
State.  The  State  reported  2,970  acres  as  having  been  utilized  for 
growing  market  strawberries  in  1920,  which  was  increased  to  3,560 
acres  in  1921,  and  about  that  number  of  acres  was  cultivated  during 
each  of  the  three  years  following.  In  1924  the  acreage  was  increased 
to  6,020,  but  a  slight  decrease  was  reported  for  1925.  The  peak 
acreage  for  the  period  was  reached  in  1926,  when  7,320  acres  were 
reported.  The  average  yearly  acreage  for  the  period  was  4,677, 
which  was  57  per  cent  above  the  1920  plantings.  A  comparison 
of  the  acreages  cultivated  each  season  indicates  an  upward  trend  of 
the  strawberry  industry  of  Oregon  for  the  period  as  a  whole. 

Oregon  produces  an  average  of  8,640,000  quarts. of  market  straw- 
berries per  year,  which  is  equivalent  to  1,000  cars  with  a  capacity  of 
seven  hundred  and  twenty  24-pint  crates,  which  is  the  usual  carload 
from  this  State.  Oregon  ranks  thirteenth  in  volume  of  strawberry 
production,  but  the  carload  movement  (87  cars)  has  little  influence  on 
general  market  supplies.  A  very  large  part  of  the  Oregon  strawberry 
crop  is  barreled  or  canned.  It  is  estimated  that  10,000,000  quarts 
were  barreled  and  from  2,500,000  to  3,000,000  quarts  were  canned 
during  1926  in  this  State  and  the  State  of  Washington  combined. 

The  average  yield  per  acre  of  strawberries  in  Oregon  is  1,847  quarts, 
which  is  89  quarts  above  the  United  States  average  and  55  quarts 
above  the  average  of  the  late-crop  group  of  States. 

The  Clark  is  the  chief  variety  grown  in  the  Hood  River  district, 
and  the  Gold  Dollar,  Magoon,  Marshall,  Wilson,  and  Oregon  are 
grown  throughout  the  State. 

The  greater  part  of  the  carload  shipments  are  from  Hood  River 
station. 

References  to  Oregon  are  made  in  Figures  2,  3,  6,  9,  and  12  and  in 
Table  2. 

95608°— 30 4 


60         TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGKICULTURE 

PENNSYLVANIA 

The  Pennsylvania  market-strawberry  acreages  are  situated  in  the 
western  and  southeastern  parts  of  the  State.  The  plantings  of  this 
State  have  averaged  3,116  acres  per  year,  which  were  rather  evenly 
distributed  over  the  period  from  1920  to  1926,  inclusive. 

Pennsylvania  produces  an  average  of  5,294,000  quarts  of  market 
strawberries  per  year,  which  is  equivalent  to  689  cars  with  a  capacity 
of  two  hundred  and  forty  32-quart  crates.  Only  about  2  per  cent  of 
the  crop  is  moved  in  carloads,  and  the  shipments  are  usually  from 
Mercer  County,  in  the  western  part  of  the  State,  and  are  destined  for 
Pittsburgh.  The  eastern  strawberry  district  of  Pennsylvania  is  in  a 
trucking  belt  which  handles  the  greater  part  of  the  production. 

From  the  last  of  May  until  early  July  is  the  usual  marketing  period 
for  Pennsylvania  strawberries.  Howard  17,  Gandy,  and  Dunlap  are 
the  chief  varieties. 

References  to  Pennsylvania  are  made  in  Figure  2,  5,  6,  8,  9,  and  12. 

TENNESSEE 

The  market-strawberry  acreages  of  this  State  are  situated  in  three 
separate  localities  that  are  known  commercially  as  north,  east,  and 
west  Tennessee  districts.  The  State  reported  11,090  acres  as  having 
been  utilized  for  growing  market  straw^berries  in  1920,  and  a  sub- 
stantial increase  w  as  reported  for  each  of  the  years  following  until  the 
peak  for  the  period  (26,220  acres)  was  reached  in  1924.  The  acreage 
was  decreased  to  18,780  acres  in  1925,  and  again,  in  1926,  to  13,730. 
The  total  acreage  for  the  period  represents  a  yearly  average  of  17,744 
acres,  which  was  60  per  cent  above  the  number  cultivated  in  1920. 
A  comparison  of  the  acreages  cultivated  each  season  in  Tennessee 
indicates  that,  although  there  was  a  considerable  decrease  in  the 
1925-26  acreage,  yet  for  the  period  as  a  whole  there  w^as  an  upward 
trend  of  the  strawberry  industry  of  the  State. 

Tennessee  produces  an  average  of  27,528,000  quarts  of  market 
strawberries  per  year,  which  is  equivalent  to  2,731  cars  with  a  capacity 
of  four  hundred  and  twenty  24-quart  crates  each,  which  is  the  usual 
carload  from  this  State.  Tennessee  ranks  first  in  volume  of  produc- 
tion and  carload  shipments  among  the  strawberry-producing  States. 
Eighty-two  per  cent  of  the  crop  of  this  State  is  shipped  in  carloads 
which  indicates  the  extent  to  which  the  producers  have  to  go  to 
outside  markets  for  outlets. 

The  average  yield  per  acre  of  straw^berries  in  Tennessee  is  1,551 
quarts,  which  is  207  quarts  below  the  average  for  the  United  States, 
and  190  quarts  below  the  average  of  the  second  early-crop  group  of 
States  of  which  it  is  one.  This  comparatively  small  yield  discounts 
to  some  extent  the  production  indicated  each  season  by  the  large 
acreages  reported. 

The  marketing  period  of  Tennessee  occurs  usually  between  April  21 
and  June  15.  The  1926  movement  began  May  3,  continued  33  days, 
and  was  terminated  June  11.  This  was  a  very  late  season  in  Tennes- 
see as  compared  with  other  seasons  of  the  period.  Tennessee  ship- 
ments have  a  very  wide  distribution  among  the  markets  of  the 
mid-west,  and  reach  also  most  of  the  eastern  markets  that  report 
carload  unloads.  The  volume  of  the  competition  met  on  these 
markets  by  Tennessee  shipments  originates  during  May  and  early 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP  51 

June  in  Louisiana,  Alabama,  Arkansas,  Missouri,  Kentucky,  Illinois, 
Delaware,  North  Carolina,  Maryland,  Virginia,  and  Mississippi. 

The  Klondike,  Aroma,  and  Gandy  are  the  chief  varieties  in  Ten- 
nessee. The  Ivlondike  is  planted  for  the  earlier  and  the  Aroma  and 
Gandy  for  later  crops. 

Dayton,  Spring  City,  Kipley,  Humboldt,  Jackson,  and  Portland 
are  the  principal  carload-shipping  stations  in  Tennessee. 

References  to  Tennessee  are  made  in  Figure  2,  3,  5,  6,  7,  8,  9,  and 
12  and  Tables  2  and  5. 

TEXAS 

The  Texas  market-strawberry  acreages  are  located  in  three  districts 
in  the  southeastern  part  of  the  State.  The  State  reported  400  acres 
as  having  been  utilized  for  growing  market  strawberries  in  1920,  and, 
although  the  strawberry  interests  of  this  State  are  comparatively 
small,  the  trend  of  the  industry  was  decidedly  upward.  The  increase 
in  acreage  for  the  period  raised  the  yearly  average  to  746  acres  by 
the  end  of  the  1926  season. 

Texas  produces  an  average  of  1,011,000  quarts  of  market  straw- 
berries per  year,  which  is  equivalent  to  108  cars  with  a  capacity  of 
four  hundred  and  twenty  24-quart  crates  each,  which  is  the  usual 
carload  from  this  State.  The  total  market  crop  of  Texas  is  small  as 
compared  with  those  of  other  strawberry-shipping  States,  and  only 
about  29  per  cent  of  the  production  is  moved  in  carloads. 

The  average  yield  per  acre  of  strawberries  in  Texas  is  1,355  quarts, 
which  is  a  small  yield  in  comparison  with  those  of  other  States  or 
with  that  of  the  United  States  as  a  whole. 

The  carload-marketing  period  of  Texas  is  uncertain  each  year  as 
scattering  carload  shipments  were  made  at  different  times  each  season 
of  the  seven  years  from  1920  to  1926,  but  all  shipments  were  made 
within  the  limits  of  March  19  and  May  30.  The  greater  part  of 
these  shipments  are  unloaded  on  the  markets  of  the  mid-west. 

The  Klondike  is  the  chief  variety  grown  in  Texas. 

Pasadena,  Harris  County,  is  the  principal  carload-shipping  station 
in  Texas. 

References  to  Texas  are  made  in  Figures  2,  3,  5,  6,  8,  and  12  and 
Tables  2  and  5. 

VIRGINIA 

The  Virginia  market-strawberry  acreages  are  located  in  two  dis- 
tricts— the  Norfolk  district,  situated  in  the  southeastern  part  of  the 
State,  and  the  Eastern  Shore  district,  on  the  peninsula  east  of  Chesa- 
peake Bay.  The  State  reported  2,000  acres  as  having  been  utilized 
for  growing  market  strawberries  in  1920,  which  was  increased  to 
2,700  acres  in  1921,  to  5,000  in  1923,  and  to  11,360  in  1924.  The 
1924  acreage  was  the  peak  for  the  7-year  period.  A  reduction  was 
made  in  1925  to  8,600  acres,  which  was  continued  in  1926  to  8,000 
acres.  The  growth  of  the  strawberry  industry  in  Virginia  exceeded 
that  of  any  other  State  during  the  seven  years  from  1920  to  1926. 
The  yearly  average  of  6,309  acres  for  the  period  represents  a  215  per 
j  cent  increase  of  the  acreage  of  1920. 

Virginia  produced  an  average  of  15,191,000  quarts  of  market  straw- 
berries per  yeai»,  which  is  equivalent  to  1,978  cars  with  a  capacity  of 


52         TECHNICAL  BULLETIN  180,  V.  S.  DEPT.  OF  AGRICULTURE 

two  hundred  and  forty  32-quart  crates  each,  which  is  the  usual  carload 
from  this  State.  Virginia  ranks  sixth  among  the  strawberry  carload- 
shipping  States  in  volume  of  total  market  production,  but  as  a  large 
percentage  of  the  crop  is  moved  by  truck  the  carload  movement  is 
reduced  to  about  59  per  cent  of  the  production. 

The  average  yield  per  acre  of  strawberries  in  Virginia  is  2,408  quarts, 
which  is  the  third  largest  yield  among  the  States  and  is  exceeded  only 
by  California  and  the  Carolinas.  This  yield  is  650  quarts,  or  prac- 
tically 37  per  cent  more  than  the  United  States  average. 

Virginia  is  classed  as  a  second-early-crop  State  in  which  the  market- 
ing period  occurs  between  May  1  and  June  15.  The  1926  movement 
began  May  11,  continued  33  days,  and  was  terminated  June  12. 
About  77  per  cent  of  the  carload  unloads  of  strawberries  from  Virginia 
are  received  on  those  markets  which  report  unloads  and  are  situated  in 
the  Middle  Atlantic  and  southern  New  England  States.  The  volume 
of  the  competition  that  is  met  by  Virginia  strawberry  shipments  is 
greatest  in  May  and  originates  in  Louisiana,  North  Carolina,  Ten- 
nessee, Arkansas,  Delaware,  Maryland,  Missouri,  and  Kentucky. 

The  Missionary  is  the  chief  variety  grown  about  Norfolk,  while 
Heflin,  Howard  17,  and  Missionary  are  grown  about  Onley,  on  the 
Eastern  Shore. 

Onley,  Malfa,  Painter,  and  Makemie  Park,  in  Accomac  County; 
Port  Norfolk,  in  Norfolk  County;  and  Bayyiew,  Northampton 
County,  are  the  principal  shipping  points  in  Virginia. 

Keferences  to  Virginia  are  made  in  Figures  2,  3,  5,  6,  7,  8,  and  12 
and  Tables  4  and  5. 

WASHINGTON 

The  most  important  Washington  market-strawberry  acreages  are 
situated  in  the  northwestern  counties  of  the  State.  The  State 
reported  2,900  acres  as  having  been  utilized  for  growing  market  straw- 
berries in  1920.  There  was  a  small  increase  in  the  acreages  of  1921 
and  1922,  which  was  continued  in  1923,  when  3,770  acres  were  re- 
ported. In  1924  the  acreage  planted  was  increased  to  5,620  acres, 
which  was  decreased  to  5,430  acres  in  1925  and  again  increased  to 
6,090  acres  in  1926.  The  average  yearly  plantings  for  the  7-year 
period  were  4,276  acres,  which  is  47  per  cent  above  that  of  1920  and 
indicates  an  upward  trend  of  the  strawberry  industry  of  the  State 
for  the  period. 

Washington  produces  an  average  of  7,983,000  quarts  of  market 
strawberries  per  year,  which  is  equivalent  to  924  cars  with  a  capacity 
of  seven  hundred  and  twenty  24-pint  crates,  which  is  the  usual  car- 
load from  this  State.  About  10  per  cent  of  the  State  production  is 
moved  in  carloads  and  a  large  percentage  of  the  remainder  is  either 
barreled  or  canned.  The  only  data  available  regarding  the  quantity 
of  stock  barreled  and  canned  in  Washington  includes  the  Oregon 
stock  handled  in  the  same  manner.  It  is  estimated  that  the  two 
States  combined  barreled  10,000,000  quarts  and  canned  from  2,500,000 
to  3,000,000  quarts  in  1926. 

The  Marshall,  Gold  Dollar,  Clark,  and  Ettersburg  121  are  the 
chief  varieties  grown  in  Washington. 

References  to  Washington  are  made  in  Figures  2,  5,  9,  and  12. 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP  53 

WISCONSIN 

The  Wisconsin  market-strawberry  acreages  are  scattered  over  the 
greater  part  of  the  State,  but  the  carload-shipping  districts  are  cen- 
tralized in  Bayfield,  Door,  Monroe,  and  Racine  Counties.  The 
State  reported  610  acres  as  having  been  utilized  for  growing  market 
strawberries  in  1920.  This  acreage  was  not  greatly  changed  until 
1924,  when  it  was  increased  to  2,040  acres.  The  acreage  was  reduced 
to  1,840  acres  in  1925  and  1,870  acres  were  reported  for  1926.  The 
acreages  cultivated  during  the  last  three  years  of  the  period  indicate 
a  considerable  increase  in  the  strawberry  industry  of  the  State. 

Wisconsin  produces  an  average  of  2,028,000  quarts  of  market 
strawberries  per  year,  which  is  equivalent  to  176  cars  with  a  capacity 
of  seven  hundred  and  twenty  16 -quart  crates,  which  is  the  usual 
carload  from  this  State.  The  average  production  was  276  cars  for  the 
three  years  1924-1926.  About  one-half  of  the  market  production  of 
this  State  has  been  moved  in  carloads. 

The  average  yield  per  acre  of  strawberries  in  Wisconsin  is  1,690 
quarts,  which  is  about  68  quarts  below  the  average  of  the  United 
States. 

Wisconsin  is  a  late-crop  State  in  which  the  marketing  period  occurs 
usually  between  June  8  and  July  25.  A  large  percentage  of  the 
carloads  have  been  distributed  in  Duluth,  Milwaukee,  and  Chicago. 

The  Dunlap,  Howard  17,  Warfield,  and  Progressive  are  the  chief 
varieties  grown  for  market  purposes  in  this  State. 

References  to  Wisconsin  are  made  in  Figures  2,  3,  5,  6, 7, 8,  and  12, 
and  in  Table  5. 

APPROXIMATE  DISTRIBUTION  FROM  FIVE  IMPORTANT  DISTRICTS 

EASTERN  SHORE  DISTRICT 

The  Eastern  Shore  district  includes  the  State  of  Delaware  and 
those  counties  of  Maryland  and  Virginia  that  are  situated  on  the 
peninsula  that  lies  east  of  Chesapeake  Bay.  This  section  is  the 
largest  market  strawberry-producing  area  in  the  United  States,  and 
it  is  estimated  that  production  during  1926  reached  54,981,000  quarts, 
which  are  equivalent  to  7,159  cars  with  a  capacity  of  two  hundred  and 
forty  3 2 -quart  crates,  which  is  the  usual  carload  from  this  section. 
The  distribution  of  the  strawberry  crop  from  the  Eastern  Shore 
usually  occurs  between  May  8  and  June  25  and  reaches  a  majority  of 
the  larger  and  a  great  many  of  the  smaller  markets  situated  in  the 
territory  extending  northward  from  the  point  of  origin  to  include  a 
number  of  Canadian  markets  and  eastward  from  the  central  Indiana 
markets  to  points  in  Maine. 

Available  records  show  that  the  equivalent  of  about  4,117  cars  of 
the  usual  capacity  were  distributed  from  the  Eastern  Shore  during 
the  strawberry  season  of  1926.  This  distribution  represented  3,031 
cars  shipped  by  rail  and  the  equivalent  of  1,086  cars  by  motor  truck. 
The  rail  shipments  were  distributed  among  114  markets  in  the 
United  States  and  8  markets  in  Canada.  (Fig.  13  and  Table  9). 
The  distribution  by  truck  reached  the  markets  in  eastern  Pennsyl- 
vania, New  York,  New  Jersey,  Delaware,  Connecticut,  Maryland, 
Massachusetts,  and  Washington,  D,  C,     (Fig.  14  and  Table  8.) 


54 


TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 


Table  8. — Approximate  distribution  of  Eastern  Shore  district  carload  strawberry 
shipments  by  cities,  season  1926  ^ 


Market 

Esti- 
mate 
of  de- 
liveries 

Market 

Esti- 
mate 
of  de- 
liveries 

Market 

Esti- 
mate 
of  de- 
liveries 

Akron,  Ohio    

Cars 
1 

2  48 

26 

222 

6 

4 

8 

2  291 

26 

33 

2  374 

7 

4 

2  26 

2  137 

15 

1 

67 

2  27 

24 

1 
4 
4 

2  14 

9 
7 
1 

2  12 

17 

17 
223 

15 
2 

12 
2 
1 

15 

2  14 

2  58 

Hazelton,  Pa 

Cars 
2 

\ 

1 
23 
6 
3 
1 
3 
4 
1 
1 
8 
1 
6 
20 
6 
1 
3 
39 
3 

252 
4 

2  36 

5 

2  614 

2  17 

11 
1 
6 

1 
13 

4 
11 

6 

4 
233 

3 
2  48 

8 
271 
290 

Quebec,  Canada 

Reading,  Pa 

Cars 
4 

Albany  N  Y 

Indianapolis,  Ind 

Ithaca,  N.  Y 

24 

Ridgway,  Pa 

3 

Altoona,  Pa 

Jamestown,  N.  Y 

Johnstown,  Pa  . 

Rochester,  N.  Y... 

Rockland,  Me 

2  69 

Amsterdam  N  Y 

4 

Ashtabula  Ohio 

Keene,  N.  H 

Rutland,  Vt 

3 

Auburn,  Me 

Kenton,  Del... 

St.  Johnsbury,  Vt. 

Salisbury,  Md 

4 

Lawrence,  Mass. 

Lebanon,  Pa 

14 

Saranac  Lake,  N.  Y 

Saratoga  Springs,  N.  Y . 

Schenectady,  N.  Y 

Scranton,  Pa 

Bethlehem  Pa 

Lehigh  ton.  Pa 

5 

Binghamton,  N.  Y 

Boston,  Mass 

Lewiston,  Me 

22 

London,  Canada 

Lowell,  Mass 

233 

Bradford,  Pa     

Selbyville,  Del 

1 

Brantford,  Canada    

Mahonoy  City,  Pa 

Malone,  N.  Y. 

Shamokin,  Pa    

2 

Bridgeport,  Conn 

Shenandoah,  Va.. 

1 

Buflalo,  N.  Y 

Manchester,  N.  H. 

Middletown,  N.  Y 

Millsboro,  Del 

South  Bend,  Ind... 

Springfield,  Mass 

Rnnhnry,  Pa 

1 

Burlington,  Vt 

247 

Canton,  Ohio 

1 

Clayton,  Del     

Milton,  Pa 

Syracuse,  N.  Y 

259 

Cleveland,  Ohio 

Montreal,  Canada 

New  Bedford,  Mass 

Newark,  N.  J.    . 

Toledo,  Ohio... 

27 

Columbus,  Ohio 

Concord,  N.  H 

Toronto,  Canada.. 

Trenton,  N.  J 

30 
4 

Corning,  N.Y. 

Newburg,  N.  Y 

Troy,  N.Y     

20 

Delmar,  Del  

New  Haven,  Conn 

New  London,  Conn 

New  York,  N.  Y. 

Norfolk,  Va 

Uniontown,  Pa       

1 

Detroit,  Mich 

Utica,N.Y 

15 

Dover,  Del 

Wellington,  N.  Y 

Washington,  D.  C. 

Waterbury,  Conn 

Watertown,  N.  Y 

Wheeling,  W.  Va 

White  River  Jet.  Vt 

Wilkes  Barre,  Pa 

Williamson,  W.  Va 

Williams  Park,  Pa 

Williamsport,  Pa 

WMnona,  Canada... 

Worcester,  Mass 

Wyoming,  Pa 

1 

Dover,  N.  H  _. 

2 17 

Dubois,  Pa. 

North  Adams,  Mass 

North  Bay,  Canada 

Norwich,  Conn 

24 

Easton,     Pa.  -  Phillips- 
burg,  N.J. 

19 
1 

Edgemoor,  Del 

Oakville,  Pa 

4 

Elmira,  N.  Y 

Erie,  Pa 

Ogdensburg,  N.  Y 

Olean,  N.  Y     

2  48 
1 

Fall  River,  Mass 

Oneonta,  N.  Y     

1 

Felton,  Del 

Ottawa,  Canada 

Paterson,  N.  J 

2 19 

Fitchburg,  Mass. 

3 

Fort  Wayne,  Ind.- 

Glen  Rock,  Pa 

Philadelphia,  Pa.. 

Phillipsburg,  N.  J 

Pittsburgh,  Pa    

228 
3 

Glens  Falls,  N.  Y 

Youngstown,  Ohio 

Total 

23 

Pittsfleld,  Mass 

Harrisburg,  Pa 

Portland,  Mq... ........ 

3,031 

Hartford,  Conn _ 

Providence,  R.  I.. 

The  total  carload  shipments  reported  by  the  railroads  from  this  district  during  1926  were  3,201;  from 
Delaware,  671;  Virginia,  1,136;  and  Maryland,  1,394,  This  table  compiled  from  railroad  destination  reports 
and  unload  reports  from  69  markets  for  1926  which  include  only  3,031  of  the  3,201  cars  shipped. 

1  Includes  Delaware  and  that  part  of  Maryland  and  Virginia  east  of  Chesapeake  Bay. 

2  Estimated  from  market  unload  reports  which  show  State  of  origin,  but  do  not  show  districts. 

The  truck  loads  were  reported  as  ranging  from  sixteen  to  one  hun- 
dred and  seventy-five  32-quart  crates  each.  This  range  in  size  of 
truck  shipments  allows  the  smaller  markets  to  handle  supplies  direct 
from  the  producing  section  instead  of  depending  upon  reshipments 
from  the  larger  centers  which  receive  supplies  in  carload  quantities. 
These  truck  deliveries  are  reported  by  the  receivers  as  being  in  better 
condition  than  the  usual  rail  receipts,  and  as  good  quality  will  usually 
increase  consumption,  there  is  likely  to  be  a  considerable  increase  in 
the  future  use  of  trucks  for  the  delivery  to  market  of  strawberries. 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


65 


Distribution  of  Eastern  Shore 
Strawberries 


Figure  13.— The  Eastern  Shore  district  is  advantageously  situated  for  the  distribution  of  its  crop 
among  the  markets  of  the  most  densely  populated  area  of  the  United  States.  The  markets  are 
named  in  Table  8 


Table  9. — Approximate  autotruck  distribution  of  strawberries  from  the  Eastern 
Shore  district  May  IJ^to  June  24,  1926  i 


Destination 


Philadelphia,  Pa.*. 
New  York,  N.Y.. 

Newark,  N.  J 

Baltimore,  Md 

Wilmington,  Del.. 

Trenton,  N.J 

Wyoming,  Pa 

Chester,  Pa 

Woodstown,  N.  J.. 

Easton,  Pa.._ 

AUentown,  Pa 

Dover,  Del 

Washington,  D.  C. 

Heading,  Pa._ 

Bethlehem,  Pa 

Asbury  Park,  N.  J 

Hazelton,  Pa 

Wilkes-Barre,  Pa_. 

Lititz,  Pa 

Pottsville,  Pa 

Fredericktown,  Pa 

Norwalk,  Conn 

Pedricktown,  N.  J. 

Frederick,  Md 

Paterson,  N.  J 

Penns  Grove,  N.  J 


Shipments 

Crates 

Cars 

130, 527 

543. 86 

72,094 

300.39 

17, 947 

74.78 

7,679 

32.00 

5,481 

22.84 

3,116 

12.98 

3,039 

12.66 

2,117 

8.82 

2,013 

8.39 

1,541 

6.42 

1,373 

5.72 

1,182 

4.93 

1,014 

4.22 

871 

3.63 

858 

3.58 

764 

3.18 

711 

2.96 

666 

2.78 

663 

2.76 

660 

2.75 

645 

2.69 

555 

2.31 

549 

2.28 

513 

2.14 

421 

1.75 

362 

1.51 

Destination 


Lexington,  Pa 

Brooklyn,  N.  Y... 

Felton,  Del 

Camden,  N.  J 

Atlantic  City,  N.  J 

Boston,  Mass 

Harrington,  Del— 

Milford,  Del 

Fredonia,  N.  Y 

Kenton,  Del 

Bridgeville,  Del... 

Hartly,  Del 

Darby,  Pa 

Pottstown,  Pa 

Middletown,  N.  Y 

Woodbury,  Pa 

Lancaster,  Pa 

Pennsville,  N.  J._. 
Mahonoy  City,  Pa 
Jersey  City,  N.  J.. 
Newburgh,  N.  Y.. 

Bridgeton,  N.  J 

Perkasie,  Pa 

Cheswold,  Del 

Total 


Shipments 


Crates 

314 

298 

261 

256 

210 

204 

165 

150 

150 

147 

142 

136 

128 

101 

101 

100 

100 

97 

67 

65 

65 

27 

18 

16 


Cars 
1. 
1 
1 

1 


260, 679       1, 086. 16 


1  Compiled  from  the  Delaware  State  Highway  Department  records  of  truck  passings  at  Bridgeville, 
Dover,  and  Georgetown,  Del. 

2  Includes  2,840  crates  in  barrels. 


MISSOURI  AND  ARKANSAS  (OZARK  DISTRICT) 

Under  this  heading  the  Ozark  district  of  Missouri  and  Arkansas  and 
the  White  County  district  of  Arkansas  will  be  discussed  as  a  unit. 
(Fig.  2.)     Although  the  distribution  reports  from  the  Ozark  district 


56 


TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGKICULTtJKE 


and  the  White  County  district  are  furnished  to  the  Department  of 
Agriculture   as   separate   units,    the   unload   reports   of   69   markets 


Distribution  of  Eastern 
SHORE  Strawberries 
byAutoTruck,I926 


Stippled  area  represents  area  of  production 

•  Shipping  point 

♦  Destination  point 


Figure  14.— This  illustrates  the  extent  to  which  the  motor  truck  may  be  employed  in  the  dis- 
tribution of  perishable  commodities  in  sections  provided  with  improved  highways.  The  vol- 
ume of  these  shipments  is  shown  in  Table  9 

designate  State  shipments  only,  and,  in  order  to  check  the  unload 
reports  against  the  shipping  reports,  it  is  necessary  to  combine  the 
three.     Table  10  represents  the  result  of  the  combination. 


ORIGIN  AND  WSTBIBUTION,  STRAWBERKY  CROP 


57 


Table  10. — Approximate  distribution  of  Missouri  and  Arkansas  carload  strawberry 

shipments,  season  1926 


Market 


Aberdeen,  S.  Dak 

Abilene,  Tex 

Akron,  Ohio 

Albany,  N.  Y. 

Amarillo,  Tex 

Appleton,  Wis 

Auburn,  N.  Y 

Bangor,  Me 

Battle  Creek,  Mich 

Bay  City,  Mich 

Bismarck,  N.  Dak 

Bloomington,  111 

Boston,  Mass 

Brandon,  Canada 

Brantford,  Canada 

Bridgeport,  Conn 

BufTalo,  N.  Y 

Burlington,  Iowa 

Carroll,  Iowa 

Carthage,  Mo 

Casper,  Wyo 

Cedar  Rapids,  lowa.. 

C heyenne,  W yo 

Chicago,  111 

Cleveland,  Ohio 

Colorado  Springs,  Colo 

Columbia,  Mo 

Columbus,  Ohio 

Council  Bluffs,  Iowa_ . 

Crawford,  Nebr 

Dallas,  Tex 

Danville,  111 

Davenport,  Iowa 

Decatur,  111 

Denver,  Colo 

Des  Moines,  Iowa 

Detroit,  Mich 

Dixon,  111 

Dodge  City,  Kans 

Dubuque,  Iowa 

Duluth,  Minn 

Eau  Claire,  Wis 

Eldorado,  Kans 

El  Paso,  Tex 

Enid,  Okla 

Erie,  Pa 

Escanaba,  Mich 

Esterville,  Iowa 

Fairmont,  W.  Va 

Fargo,  N.  Dak 

Fitchburg,  Mass 

Flint,  Mich 


Esti- 
mate 
of  de- 
liveries 


Cars 
3 
1 
3 
1 
3 
4 
1 
1 
1 
7 
2 
2 
83 
3 
2 

35 
5 
2 
3 
4 
7 
2 
260 

55 
1 
1 
6 
3 
2 

11 
3 

15 
2 

71 

58 

115 

1 

1 

3 

31 
1 
1 
3 
2 
1 
2 
1 
1 
5 
1 
8 


Market 


Fort  Smith,  Ark 

Fort  Wayne,  Ind 

Fort  Worth,  Tex 

Freeport,  Ill._ 

Galesburg,  111 

Grand  Rapids,  Mich 

Green  Bay,  Wis 

Hannibal,  Mo 

Hartford,  Conn 

Hastings,  Nebr 

Hays,  Kans 

Herrin,  111 

Huron,  S,  Dak 

Huron,  Mich 

Hutchinson,  Kans 

Indianapolis,  Ind 

Ishpeming,  Mich 

Jackson,  Mich 

Jamestown,  N.  Dak 

Kalamazoo,  Mich 

Kansas  City,  Mo 

Kearney,  Nebr 

Kewanee,  111 

La  Crosse,  Wis 

Lansing,  Mich 

La  Prairre,  Canada 

Lincoln,  Nebr 

Logansport,  Ind -.. 

Lowell,  Mass 

Mason  City,  Iowa 

Malone,  N.  Y 

Mankato,  Minn 

Marshalltown,  Iowa 

Menominee,  Mich 

Milwaukee,  Wis 

Minneapolis,  Minn 

Minot,  N.  Dak. 

Mitchell,  S.  Dak 

Monett,  Mo 

Montreal,  Canada 

New  Bedford,  Mass 

New  Haven,  Conn 

New  York,  N.  Y 

Norfolk,  Nebr 

North  Bay,  Canada 

Ogdensburg,  N.  Y 

Oklahoma  City,  Okla... 

Omaha,  Nebr 

Ottawa,  Canada.. 

Ottumwa,  Iowa 

Pittsburgh,  Pa 

Peoria,  111 


Esti- 
mate 
of  de- 
liveries 

Market 

Esti- 
mate 
of  de- 
liveries 

Cars 

1 
8 

Ponce  City,  Okla 

Portland,  Me 

Cars 
7 
3 

8 
1 

Providence,  R.  I 

Pueblo,  Colo    ... 

2 
7 

5 

Racine,  Wis.   

2 

16 

Regina,  Canada 

2 

4 
7 
1 

Rochester,  N.  Y 

Rochester,  Minn 

Rockford,  111 

8 
1 
4 

6 

Rock  Island,  111 

1 

1 

Saginaw,  Mich .. 

2 

1 

Salina,  Kans 

1 

2 
3 
3 
14 

San  Antonio,  Tex 

Saskatoon,  Canada 

SaultSte.  Marie,  Mich.. 
Scranton,  Pa 

2 

1 

2 

11 

1 

Sherman,  Tex 

1 

1 

Shreveport,  La 

8 

2 

1 

76 

1 

Sioux  City,  Iowa 

Sioux  Falls,  S.  Dak 

South  Bend,  Ind 

Spencer,  Iowa 

50 
8 
4 
1 

1 

Springfield,  111.  .. 

3 
2 

Springfield,  Mass 

Springfield,  Mo 

7 
3 

1 
11 

St.  Joseph,  Mich 

St.  Louis,  Mo. 

2 
ICl 

1 

St.  Paul,  Minn. 

78 

4 
2 

Stevens  Point,  Wis 

Syracuse,  N.  Y..   

1 

7 

1 

Toledo,  Ohio  . 

28 

7 

Topeka,  Kans     .. 

5 

1 

1 

Toronto,  Canada 

Trinidad,  Colo 

3 
1 

74 

Tulsa,  Okla 

1 

192 

Utica,  N.  Y 

3 

2 
2 

Van  Buren,  Ark 

Waterloo,  Iowa 

1 
3 

199 
6 

1 
4 

Watertown,  N.  Y 

Watertown,  S.  Dak 

Wheeling,  W.  Va 

Wichita,  Kans 

2 

1 

1 

15 

22 
2 

Wilkes  Barre,  Pa 

Williston,  N.  D 

2 
6 

4 

Winfield,  Kans 

3 

1 
11 

Winnipeg,  Canada 

Winona,  Minn    

7 
1 

82 
5 
1 

76 

Worcester,  Mass. 

Youngstown,  Ohio. 

Total 

22 

1 

2,064 

7 

This  table  compiled  from  railroad  destination  reports,  and  unload  reports  from  69  markets  which  show 
destination  for  only  2,064  of  the  2,809  cars  shipped  by  Arkansas  (1,375),  and  Missom-i  (1,434)  during  1926. 

1  Diversion  point  from  which  the  99  cars  shown  were  distributed,  but  the  destinations  not  reported. 

This  combined  territory  is  the  second  largest  market-strawberry- 
producing  district  in  the  United  States.  The  district  produced  2,204 
cars  with  a  capacity  of  four  hundred  and  twenty  24-quart  crates  each 
during  1920,  which  was  increased  to  4,209  cars  in  1926.  The  average 
production  of  Arkansas  during  the  7-year  period  was  2,071  cars  and 
that  of  Missouri  1,575  cars,  which,  combined,  gives  an  average  of 
3,646  for  the  period  from  this  district.  The  greatest  growth  o^  the 
industry  in  this  district  was  in  Missouri,  which  increased  its  average 
yearly  acreage  85  per  cent  over  that  of  1920,  whereas  the  acreage  in 
Arkansas  increased  only  71  per  cent.  The  distribution  of  the  straw- 
berry crop  from  this  district  usually  occurs  between  April  15  and 
June  20,  and  the  2,064  cars  moved  during  1926  reached  markets 


58         TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 

scattered  over  the  territory  extending  from  Wyoming  in  the  West 
to  Maine  in  the  East  and  northward  to  Canadian  markets.  This 
distribution  includes  practically  the  same  territory  as  that  from  the 
Eastern  Shore  district  but  extends  farther  westward,  and  the  greater 
part  of  the  shipments  are  to  points  in  the  western  part  of  the  area 
reached.  (Fig.  15.)  The  distribution  as  shown  reaches  143  markets 
in  the  United  States  and  10  in  Canada.  The  Missouri  and  Arkansas 
movement  occurs  somewhat  in  advance  of  that  from  the  Eastern 
Shore,  but  the  greater  part  of  the  shipments  from  both  districts  are 
made  during  the  same  period. 


DtSTRIBUTlON  OF  OZARK  STRAWBERRIES 


Based  On  £06<i  ears 
ihipptdin  1926 


Figure  15. — The  Ozark  district  has  a  wide  distribution  both  east  and  west  of  the  Mississippi  River 
and  in  Canada.  The  cars  indicated  for  Monett  (a  division  point)  were  undoubtedly  forwarded  to 
other  points  but  not  reported 

TENNESSEE-KENTUCKY 

The  five  commercial  strawberry-producing  centers  located  in 
Tennessee  and  Kentucky  are  included  in  this  review.  (Fig.  2.)  The 
latest  available  data  on  the  distribution  of  the  strawberry  crop  of 
Tennessee-Kentucky  are  for  1924.  These  data  include  shipments 
from  north  and  west  Tennessee  and  Kentucky  only.  Data  on  the 
distribution  from  east  Tennessee  for  that  year  are  not  available. 

The  combined  production  of  Kentucky  and  the  three  Tennessee 
districts  is  the  third  largest  of  the  five  large  strawberry-producing 
centers  of  the  United  States.  These  districts  produced  2,380  cars 
with  a  capacity  of  four  hundred  and  twenty  24-quart  crates  each  in 
1920,  and  the  average  production  was  3,427  cars  per  year  until  the 
end  of  1926.  About  80  per  cent  of  the  total  production  of  these 
districts  is  Tennessee  stock,  and  the  remainder  is  from  Kentucky. 
The  largest  growth  of  the  industry  in  these  districts  was  made  m 
Tennessee,  which  increased  its  average  production  about  47  per  cent 
over  that  of  1920;  the  Kentucky  increase  was  about  31  per  cent. 

The  distribution  of  the  strawberry  crop  from  these  districts  occurs 
usually  between  April  21  and  June  15,  and,  although  the  average  time 
of  movement  is  somewhat  later  than  that  from  Missouri  and  Arkansas 
and  a  little  earlier  than  that  from  the  Eastern  Skore^  the  larger  part. 


OEIGIN  AND  DISTEIBtrTlON,  STRAWBERRY  CROP 


50 


of  the  crops  of  the  three  districts  are  marketed  at  the  same  time. 
Either  through  estabHshed  business  connections  or  habit  or  both, 
a  district  uses  practically  the  same  markets  for  disposal  of  its  crop 
year  after  year;  consequently,  und^  normal  seasonal  conditions 
shipments  from  the  same  districts  meet  in  competition  on  the  same 
markets  each  season.  A  comparison  of  the  distribution  of  shipments 
from  the  Tennessee-Kentucky  districts  with  the  distribution  of  ship- 
ments from  Missouri-Arkansas  and  the  Eastern  Shore  districts  shows 
that  Tennessee-Kentucky  shipments  competed  with  Missouri-Arkan- 
sas shipments  on  74  markets  and  with  the  Eastern  Shore  shipments 
on  44  markets. 

The  distribution  during  1924  of  2,299  cars  from  the  Tennessee- 
Kentucky  districts  (east  Tennessee  not  included)  reached  142  mar- 
kets in  the  United  States  and  4  markets  in  Canada.     (Fig.  16.) 

Table  11. — Approximate  distribution  of  western  Tennessee  and  Kentucky  carload 
strawberry  shipments,  season  1924^ 


Market 


Aberdeen,  S.  Dak 

Akron,  Ohio 

Albany,  N.  Y.. 

Alliance,  Ohio.- 

Altoona,  Pa 

Appleton,  Wis 

Ashland,  Ky 

Atlanta,  Ga 

Auburn,  Me... 

Aurora,  111 

Battle  Creek,  Mich.. 

Bay  City,  Mich 

Binghamton,  N.  Y... 

Boston,  Mass.. 

Bloomington,  111 

Buffalo,  N.  Y.. 

Burlington,  Vt 

Cambridge,  Ohio 

Canton,  Ohio 

Carpentersville,  111... 
Cedar  Rapids,  Iowa.. 

Centralia,  111... 

Champaign,  111 

Chicago,  111.. 

Cincinnati,  Ohio 

Cleveland,  Ohio 

Charleston,  W.  Va... 

Columbus,  Ind. 

Columbus,  Ohio 

Conneaut,  Ohio 

Council  Bluffs,  Iowa 

Cumberland,  Md 

Danville,  111 

Davenport,  Iowa 

Dayton,  Ohio 

Detroit,  Mich 

Dixon,  111. 

East  St.  Louis,  111 

Effingham,  111 

Elmira,  N.  Y 

Elwood,  Ind 

Erie,  Pa 

Evansville,  Ind 

Fitchburg,  Mass 

Flint,  Mich 

Freeport,  111 

Fort  Wayne,  Ind 

Gainesville,  111.. 

Galesburg,  111.. 

Glens  Falls,  N.  Y.... 


Esti- 
mate 
of  de- 
liveries 


Cars 

2 

14 

2 

1 

6 

4 

1 

4 

2 

1 

2 

6 

5 

24 

7 

31 

2 

1 

3 

2 

2 

5 

3 

490 

229 

157 

3 

2 

134 

1 

3 


189 
1 

'31 
4 
7 
1 
7 
1 
3 
5 
2 
12 
1 


Market 


Grand  Rapids,  Mich 

Green  Bay,  Wis 

Greensburg,  Pa 

Hannibal,  Mo 

Hartford,  Conn 

Haverhill,  Mass.. 

Herrin,  111 

Huntington,  W.  Va 

Huron,  S.  Dak.. 

Indianapolis,  Ind 

Ishpeming,  Mich.. 

Ithaca,  N.  Y 

Jackson,  Mich 

Jacksonville,  111 

Jamestown,  N.  Y 

Kalamazoo,  Mich 

Kankakee,  111 

Kansas  City,  Mo 

Kenosha,  Wis 

Kewanee,  111 

Kewanna,  Ind 

La  Fayette,  Ind.^. 

Lansing,  Mich 

La  Salle,  111 

Latona,  111 

Lexington,  Ky 

Lima,  Ohio 

Logansport,  Ind.. 

London,  Canada 

Louisville,  Ky.. 

Madison,  Wis 

Manchester,  N.  H 

Mansfield,  Ohio 

Marion,  Ohio 

Mattoon,  111 

Milwaukee,  Wis 

Minneapolis,  Minn 

Mitchell,  S.  Dak 

Moberly,  Mo 

Montreal,  Canada. 

Morgantown,  W.  Va 

Mounds,  111 

Mtmcie,  Ind 

New  York,  N.  Y... 

Norfolk,  Nebr... 

Ogdensburg,  N.  Y 

Olean,  N.  Y 

Omaha,  Nebr.. 

Oneonta,  N.  Y 

Oshkosh,  Wis 


Esti- 
mate 
of  de- 
liveries 


Cars 
15 
3 
1 
6 
4 
1 
3 
1 
2 


2  19 

1 
8 
6 
4 

32 
1 
5 
3 
1 
2  78 

42 

12 
2 
1 

12 
2 
2 
8 

1 
1 
1 

1 
8 

1 


Market 


Ottawa,  Canada 

Ottumwa,  Iowa 

Parkersburg,  W.  Va.. 

Peoria,  111 

Pittsburgh,  Pa 

Portland,  Me 

Providence,  R.  I 

Quincy,  111 

Racine,  Wis 

Robinson,  111 

Rochester,  N.  Y 

Rockford,  111 

Rock  Island,  111 

Rockland,  Me 

St.  Joseph,  Mo.. 

St.  Louis,  Mo... 

St.  Paul,  Minn.- 

Saginaw,  Mich 

Saratoga  Springs,  N.Y 

Schenectady,  N.  Y 

Sioux  City,  Iowa 

Sioux  Falls,  S.  Dak... 

South  Bend,  Ind 

Springfield,  111 

Springfield,  Ohio 

Steubenville,  Ohio 

Stevens  Point,  Wis... 

Streater,  111 

Syracuse,  N.  Y 

Terre  Haute,  Ind 

Toledo,  Ohio.. 

Tolona,  111 

Toronto,  Canada 

Troy,  N.Y 

Utica,  N.  Y 

Vincennes,  Ind 

Wabash,  Ind- 

Wapakoneta,  Ohio 

Warren,  Pa 

Watertown,  N.  Y 

Wheeling,  W.  Va 

Wilkes-Barre,  Pa 

Wooster,  Ohio... 

Worcester,  Mass 

Youngstown,  Ohio 

Zanesville,  Ohio 

Total-. 


Esti- 
mate 
of  de- 
liveries 


Cars 
1 
2 
1 
7 
119 

10 

19 
2 
5 
1 

16 
3 
1 
2 
1 

14 
9 
2 
5 
5 

16 
6 
4 
2 
1 
1 
2 
3 
5 
1 

92 
2 

10 

11 


2,299 


The  latest  available  data  for  this  district  are  the  1924  destination  and  unload  reports  which  include  only 
2,299  of  the  3,369  cars  shipped  by  these  States  that  year.  Destination  data  for  eastern  Tennessee  shipments 
for  1924  are  not  available. 

1  Includes  western  Tennessee  and  Tennessee- Kentucky  sections. 

»  Diversion  point. 


60 


TECHNICAL  BULLETIN  ISO,  TJ.  S.  DEPT.  OF  AaRICtrLTTJRE 


DISTRIBUTION  OF  KENTUCKY ANDTENNESSEE 

Strawberries 


Figure  16.— This  district  includes  nearly  the  same  area  in  its  distribution  as  the  Ozark  and 
Eastern  Shore  districts,  but  centrahzes  a  large  percentage  of  its  shipments  in  near-by  available 
iparkets 

LOUISIANA 

Louisiana  ranks  fourth  in  production  among  the  five  large  market- 
strawberry  districts  of  the  United  States.  The  industry  of  this  State 
is  centrahzed  in  Tangipahoa,  Livingston,  and  St.  Helena  Parishes, 
and  practically  6  per  cent  of  the  farm  lands  of  those  parishes  are 
utilized  for  growing  market  strawberries. 

The  Louisiana  strawberry  season  follows  closely  that  of  Florida, 
and  during  the  early  part  of  the  season  there  is  little  competition  from 
other  districts.  The  demand  for  strawberries  at  this  time  comes  from 
all  parts  of  the  country,  and  carload  shipments  from  Louisiana  were 
sent  to  markets  scattered  over  a  territory  that  extends  from  Phoenix 
in  Arizona  on  the  west  to  Portland  in  Maine,  and  from  the  point 
of  origin  northward  to  Winnipeg  and  Montreal,  Canada.  This  rep- 
resents a  wider  distribution  of  carload  shipments  than  that  of  any 
other  strawberry  district.     (Fig.  17.) 

The  approximate  destinations  of  2,208  of  the  2,342  cars  reported 
as  having  been  shipped  by  Louisiana  in  1926  are  named  in  Table  12, 
and  the  distribution  is  illustrated  in  Figure  17-  These  shipments 
reached  88  markets  in  the  United  States  and  4  in  Canada. 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


61 


Table  12.— -Approximate  distribution  of  Louisiana  carload  strawberry  shipments, 

season  1926 


Market 

Bsti- 

mat« 

of  de- 

lireries 

Market 

Esti- 
mate 
of  de- 
liveries 

Market 

Esti- 
mate 
of  de- 
liveries 

Aberdeen,  N.  Dak 

Cars 
2 

11 
8 

10 
4 
2 
2 
129 
7 

3S 
3 
4 
2 
618 

13 

39 
9 

31 
9 
9 
9 

15 

188 

8 

4 

7 
2 
9 
4 
3 
12 

Grand  Rapids,  Mich.... 

Green  Bay,  Wis 

Hartford,  Conn 

Cars 

11 

2 

2 

28 

1 

3 

41 

1 

8 

3 

9 

1 

76 

38 

22 

7 

187 

.J 

31 

i§ 

63 

i 

3 

8 
16 

3 
20 

5 

St.  Joseph,  Mo     

Cars 
2 

Albany,  N.  Y 

St.  Louis,  Mo 

64 

Akron,  Ohio... 

St.  Paul,  Minn 

17 

Baltimore,  Md     

Indianapolis,  Ind 

Jackson,  Tenn 

San  Antonio,  Tex 

Schenectady,  N.  Y 

Scranton,  Pa ._ 

Battle  Creek,  Mich 

13 

Binghamton,  N.  Y 

Kalamazoo,  Mich 

Kansas  City,  Mo 

Lansing,  Mich 

10 

Bloomington,  111 

Shreveport,  La... 

1 

Boston,  Mass 

Sioux  City,  Iowa 

Sioux  Falls,  S.  Dak 

South  Bend,  Ind 

Springfield,  111 

Springfield,  Mass 

Springfield,  Mo 

13 

Bridgeport,  Conn 

Lincoln,  Nebr 

16 

Buffalo,  N.  Y 

Los  Angeles,  Calif 

Louisville  Ky 

^ 

Burlington,  Vt    . 

1 

Butte,  Mont 

Marshfleld,  Wis 

29 

Cedar  Rapids,  Iowa 

Milwaukee,  Wis 

Minneapolis,  Miim 

Montreal,  Canada 

Newark,  N.J... 

1 

Chicago,  111 

Syracuse,  N  Y 

21 

Cincinnati,  Ohio 

Toledo,  Ohio 

4 

Cleveland,  Ohio 

15 

Colmnbus,  Ohio 

Dallas,  Tex 

New  Haven,  Conn 

New  York,  N.  Y 

Ogdensburg,  N.  Y.J 

Oklahoma  City,  Okla... 
Omaha,  Nebr 

Toronto,  Canada 

Troy,  N  Y 

26 
3 

Davenport,  Iowa 

Tulsa,  Okla 

10 

Decatur,  111 

Utica,  N.  Y 

6 

Denver,  Colo  .  -.    . 

Washington,  D.  C 

Waterloo,  Iowa..  .  . 

6 

Des  Moines,  Iowa 

Ottawa,  Canada 

Peoria,  111 

1 

Detroit,  Mich 

Wichita,  Kans 

6 

Duluth,  Minn 

Philadelphia,  Pa 

Phoenix,  Ariz 

Wichita  Falls,  Tex 

WiJkes-Barre,  Pa 

Winnipeg,  Canada 

Worcester,  Mass 

Youngstown,  Ohio 

Total 

3 

Easton  Pa.-Phillipsburg, 

4 

N.  J.     

Pittsburgh,  Pa 

8 

El  Paso,  Tex    

Ponca  City,  Okla 

Portland,  Me 

1 

Flint,  Mich 

22 

Fort  Worth  Tex 

Providence,  R.  I 

Racine,  Wis 

Glens  Falls,'N.  Y.'.""".' 

2,2C8 

Grand  Forks,  N.  Dak... 
Grand  Island,  Nebr 

Rochester,  N.  Y 

Rockford,  111 

Compiled  from  the  1926  destination  reports  from  the  railroads  and  unload  reports  from  69  cities,  which 
include  2,208  of  the  2,342  cars  shipped  from  the  State. 


Distribution  of  Louisiana  Strawberries 


BostdoniOZd  cars 
shipped  in  1926 


Figure  17.— Louisiana  produces  strawberries  at  that  season  of  the  year  when  they  are  in  demand 
as  an  out-of-season  commodity  on  most  markets  of  the  country.  This  demand,  together  with  a 
lackof  competition  from  other  producing  districts,  results  in  prices  which  justify  wide  distribution 


62         TECHNICAL  BULLETIN  180,  IJ.  S.  DEPT.  OF  AGRICULTURE 

THE  CAROUNAS 

The  Carolina  strawberry  district  ranks  fifth  in  estimated  produc- 
tion among  the  large  producing  districts  of  the  United  States.  The 
railroads  reported  that  1,274  cars  of  strawberries  were  shipped  from 
this  district  during  1926.  (Table  13.)  New  York  State,  Pennsyl- 
vania, New  England,  Baltimore,  and  Washington  markets  receive 
the  greater  part  of  the  crop.  (Fig.  18.)  The  peak  of  the  Carolina 
movement  follows  those  of  Louisiana  and  Alabama  and  precedes 
that  of  Arkansas,  but  a  large  percentage  of  the  crop  from  these  four 
districts  is  moving  to  markets  during  the  same  period.     (Fig.  7.) 

Table  13. — Approximate  distribution  of  the  North  Carolina  and  South  Carolina 
carload  strawberry  shipments,  season  1926 


Market 

Esti- 
mate 
of  de- 
liveries 

Market 

Esti- 
mate 
of  de- 
liveries 

Market 

Esti- 
mate 
of  de- 
liveries 

Albany,  N.  Y    .... 

Cars 
10 
5 
5 

1 
20 
2 
1 
8 
138 
3 
5 

35 
3 
1 
4 
1 
8 
1 
7 

Hartford,  Conn 

Cars 

13 

2 

1 

1 

1 

64 

6 

455 

1 

2 

1 

2 

206 

17 

11 

25 

1 

2 

7 

Schenectady,  N.  Y 

Scranton,  Pa 

Cars 
2 

Allentown,  Pa 

Hazelton,  Pa 

9 

Altoona,  Pa 

Ithaca,  N.  Y 

16 

Atlanta,  Ga 

Indianapolis,  Ind 

Montreal.  Canada 

Newark,  N  J 

Toledo,  Ohio     

1 

Baltimore,  Md 

Toronto,  Canada 

Trenton,  N.  J 

1 

Bangor,  Me   . . 

5 

Bethlehem,  Pa    

New  Haven,  Conn 

New  York,  N.  Y.. 

Norfolk,  Va  ..    . 

Troy,  N.  Y 

9 

Binghamton,  N.  Y.    ... 

Utica,  N.  Y    . 

4 

Boston,  Mass 

Washington,  D.  C 

Water  bury.  Conn 

Watertown,  N.  Y 

Wilkes-Barre,  Pa 

Williampsort,  Pa 

Wilmington,  Del 

Worcester,  Mass 

Total 

38 

Brandford,  Pa 

North  Adams,  Mass 

Ottawa,  Canada 

Petersburg,  Va 

1 

Biidgeport,  Conn 

Buffalo,  N.  Y 

1 
12 

Charleston,  W.  Va^ 

Cincinnati,  Ohio . 

Philadelphia,  Pa 

Pittsburgh,  Pa 

3 
1 

Dayton,  Ohio 

Portland,  Me 

4 

Dubois,  Pa 

Providence,  R.  I 

Richmond,  Va 

Elmira,  N.  Y 

1,183 

Glens  Falls,  N.  Y 

Harrisburg,  Pa 

Ridgway,  Pa 

Rochester,  N.  Y 

Compiled  from  railroad  destination  reports  and  unload  reports  from 
the  1,274  cars  shipped  by  these  States  during  1926, 


markets  which  include  1,183  of 


DISTRIBUTION  OF  Carolina  Strawberries 


Figure  18.— About  68  per  cent  of  the  Carolina  shipments  were  unloaded  on  the  markets  of  New 
York,  Boston,  and  Philadelphia.  The  peak  of  this  movement  occurs  about  10  days  in  advance 
of  that  of  Arkansas.    (Fig.  7) 


I 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


63 


CARLOAD  UNLOADS  AT  50  MARKETS 

(Fig.  19  and  Table  14) 

The  majority  of  the  markets  that  handle  strawberries  in  carload 
quantities  are  located  in  the  northern  part  of  the  eastern  half  of  the 
United  States  and  are  outside  the  areas  that  produce  the  bulk  of  the 
market  strawberries.  The  relative  importance  of  these  markets  in 
carload  strawberry  consumption  is  governed  to  a  large  extent  by  the 
population  of  each.  In  certain  cases,  however,  the  carload  demand 
that  might  be  expected  from  a  market  when  judged  by  its  size  is 
curtailed,  at  times,  through  use  of  supplies  from  local  or  motor- 
truck deliveries.  To  what  extent  these  local  supplies  will  influence  a 
market  during  any  season  can  be  ascertained  only  through  use  of 
current  local  market  reports. 

Table  14. — Carload  unloads  of  strawberries  at  69  markets,  hy  State  of  origin  and 

months,  season  1926 


Receiving  market  and 
State  of  origin 

Apr. 

May 

June 

Total 

Receiving  market  and 
State  of  origin 

Apr. 

May 

June 

Total 

Akron,  Ohio: 
Louisiana 

Cars 
3 

Cars 

5 
1 

1 

16 

1 

1 

Cars 

...... 

1 

7 
1 
1 

Cars 
8 
1 
1 
24 
2 
8 
1 
1 

Baltimore,  Md.: 
Florida 

Cars 

Cars 

Cars 

Cars 

2  1 

10 

10 

Arkansas 

North  Carolina 

20 
184 
12 

"'11' 
41 

20 

Virginia 

238 

Missouri 

Maryland 

53 

Total 

10 

216 

95 

Illinois 

Bethlehem,  Pa.:  i 
South  Carolina 

Delaware. 

1 

3 

25 

18 

46 

1 

Total _ 

Birmingham,  Ala.: 

Alabama 

Albany,  N.  Y.: 

4 
1 

7 
9 
2 

1 
17 

1 

...... 

12 

12 

1 

3 

11 

10 

2 

1 

23 

13 

12 

1 

3 

3 

10 

1 

2 

15 

Mississippi 

North  Carolina 

Total 

Tennessee      

3 

11 

2 

16 

Boston,  Mass.: 
Florida 

Virginia _ 

8 

59 

4 

Maryland 

2  42 

Delaware. _ 

Louisiana 

69 

129 

3 

1 

53 

32 

9 

2 

27 

48 

1 
3 

...... 

226 
4 

23 
6 
2 
3 

69 

11 
3 

44 

129 

Massachusetts 

North  Carolina 

Mississippi 

136 

Unknown 

3 

2 

Total. 

5 

37 

34 

76 

Maryland 

279 

36 
32 

AUentown,  Pa.:  i 

5 
4 

...... 

5 
6 

Missouri 

North  Carolina 

Kentucky    

8 

Virginia. _ 

Tennessee 

29 

51 

Total 

9 

2 

11 

Delaware 

59 

11 
3 

Altoona,  Pa.:  i 

5 

1 
7 
1 

...... 

3 

1 
7 

t 
5 
5 
10 
2 
7 

New  York 

North  Carolina 

Massachusetts 

3  90 

Delaware.  . 

Maine 

33 

Virginia 

Nova  Scotia 

3  21 

Tennessee 

3  3 

Maryland ._ 

Unknown 

3  1 

Total      

Total.. 

14 

15 

29 

71 

373 

386 

*  938 

Bridgeport,  Conn.: 
Louisiana  .     

Atlanta,  Ga.: 

3 

2 

5 
1 

1 

5 
5 

1 
1 

5 

2 

5 
5 

1 
1 
7 

""u 

7 

Alabama. 

North  Carolina 

5 

Tennessee . 

Virginia 

5 

North  Carolina 

1 

Kentucky... _ 

Arkansas. 

1 

21 

Total 

3 

9 

12 

Total 

5 

21 

14 

40 

1  Data  furnished  by  Bureau  of  Markets,  Pennsylvania  Department  of  Agriculture. 

2  Total  includes  cars  shipped  before  April  1. 

3  Total  includes  cars  shipped  after  June  30. 

*  Total  includes  cars  shipped  before  April  l  and  after  Juae  30^ 


64 


TECHNICAL  BULLETIN  180,  tJ.  S.  DEPT.  OF  AGRICULTURE 


Table  14. — Carload  unloads  of  strawberries  at  69  markets,  by  State  of  origin  and 
months,  season  1926 — Continued 


Receiving  market  and 
State  of  origin 

Apr. 

May 

June 

Total 

Receiving  market  and^ 
State  of  origin 

Apr. 

May 

June 

Total 

Buflfalo,  N.  Y.: 

T^niQiana 

Cars 
25 

5 

Cars 

13 

6 

33 

14 

1 

20 

8 

2 

1 

2 

25 

Cars 
----- 

7 
47 
19 
11 
63 
1 
1 

Cars 
38 
11 
33 
14 

2 
27 
55 
21 
12 
56 
26 

1 

295 

Dallas,  Tex.: 

Texas                . 

Cars 
8 
8 

Cars 

Cars 

Cars 
8 

Alfthiama 

Louisiana 

21 

1 

2 
3 

7 

31 

Arkansas 

4 

Missouri 

7 

Total 

Virginia           - 

16 

22 

12 

50 

Dayton,  Ohio: 

Alabama _-. 

30 

1 
3 
26 

...... 

27 
4 

30 

Mississippi. 

1 

North  Carolina 

4 

Indiana 

Tennessee... 

52 

4 

30 

125 

140 

59 

32 

91 

Chicago,  111.: 

Florida       

4 

2 

408 

6 

3 

82 

160 

21 

11 

10 

...... 

...... 

15 
49 
111 
152 
74 
26 
26 
51 

MO 

618 

6 

5 

97 

209 

132 

163 

84 

26 

26 

3  107 

31 
3  12 

Denver,  Colo.: 

California 

1 
4 

6 

5 

40 

1 

52 

...... 

25 
30 

Louisiana 

7 

Alabama 

Louisiana 

9 

Arkansas... 

46 

Arlra'n<?as 

Missouri     

26 

Tennessee 

Total 

5 

Illinois 

87 

Des  Moines,  Iowa: 

Louisiana 

Kentucky 

8 

7 

1 

24 

7 

""27' 

16 

Iowa 

Texas 

1 

TVTiphipan 

Arkansas 

24 

Missouri. .-- 

34 

Total 

8 

39 

27 

74 

r^^r\■^rt^ 

205 

703 

515 

n,526 

Detroit,  Mich.: 
Louisiana 

55 
6 

130 
4 
3 
38 
19 
9 

3 
.. 

8 
42 
60 

82 
7 
1 
2 
5 
1 

CinclTinati,  Ohio: 
Florida 

1 

13 
19 

24 

13 

102 

1 

1 

128 

33 

188 

Alabama 

10 

Mississippi... 

4 

Alayinma 

77 
1 
1 

80 
2 

6 

""48" 
31 

Arkansas     

46 

ATi<?<;i«;<?inr)i 

Tennessee. -- 

61 

North  Carolina 

Missouri 

69 

Kentucky 

82 

Delaware 

1 

8 

Virginia 

1 

Total 

38 

161 

85 

2  282 

Illinois 

2 

IVT  arvlnnH 

5 

r^lpi7<»loTiH    Ohio* 

1 

25 

5 

1 

39 
28 

4 
36 
72 
12 
19 

4 

48 
15 

1 

279 

Indiana                 

1 

Florida 

Montana 

3  1 

14 
23 

4 
36 
29 

1 
10 

43 

11 

9 

4 

48 

15 

1 

131 

Total 

61 

204 

212 

3  478 

Easton,  Pa.-Philipsburg, 
N.  J.:i 
Louisiana 

Arkansas    

3 

1 
6 

...... 

4 

Tennessee.-  

3 

ATi<5smiTi 

Maryland 

1 

Illinois 

Virginia 

7 

Delaware 

4 

Total      

TTnlrnn'wn 

9 

6 

16 

Duluth,  Minn.: 

Total 

31 

117 

4 

4 
5 
13 

...... 

15 

1 
1 
9 

8 

f^nlnmHn<5    Ohio* 

1 
6 

1 

9 

47 

6 

3 

1 

62 

18 

3 

3 

31 

Mississippi        . 

5 

Florida 

Arkansas 

16 

Ix>uisiana 

3 

45 
6 
3 
1 

45 
2 

...... 

""17' 
16 
3 
3 

Missouri 

15 

Alabama 

Kentucky 

1 

Iowa 

1 

Arkansas 

Wisconsin... 

3  12 

Maryland 

4 

22 

29 

3  58 

Tennessee 

El  Paso,  Tex.: 

Kentucky 

2 

5 

1 

...... 

Missouri    ... 

7 
1 

Delaware 

Unknown 

Missouii.— 

3 

Total 

7 

105 

41 

3  154 

Total 

2 

6 

3 

11 

»  Data  furnished  by  Bureau  of  Markets,  Pennsylvania  Department  %t  Agrieulture. 

J  Total  includes  cars  shipped  before  April  1. 

3  Total  includes  cars  shipped  after  June  30. 

*  Total  includes  cars  shipped  before  April  1  and  after  June  30. 


r 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


65 


Table  14. — Carload  unloads  of  strawberries  at  69  markets,  by  State  of  origin  and 
months,  season  1926 — Continued 


Receiving  market  and 
State  of  origin 

Apr. 

May 

June 

Total 

Receiving  market  and 
State  of  origin 

Apr. 

May 

June 

Total 

Erie,  Pa.:  > 
Virginia 

Cars 

Cars 
7 
1 

Cars 
4 
6 
1 
3 
6 

Cars 
11 

7 
1 
3 
5 

Lexington,  Ky.: 

Tennessee 

Cars 

Cars 
2 

Cars 
2 

Cars 
4 

Los  Angeles,  Calif.: 

California 

Missouri 

7 

•   12 
2 

Kentucky 

«21 

Louisiana— 

2 

Oregon 

3  I 

Total 

8 

19 

27 

7 

14 

<24 

Evansville,  Ind.: 

Alabama  ..  

6 
2 

6 
2 

Louisville,  Ky.: 

Louisiana    

7 
5 

""22' 
2 
11 

2 
2 

""ir 

1 

Tennessee 

9 

29 
2 

Total 

8 

8 

Mississippi 

28 
I 

Fort  Worth  Tex  • 

4 
3 

5 
6 
3 

...... 

4 

M2 
9 
4 
4 

Kentucky      . 

Texas 

Unknown 

2  1 

Total 

12 

35 

22 

2  70 

Milwaukee,  Wis.: 

20 
1 

56 

1 

10 

1 
5 
I 

...... 

1 
55 
2 
2 
8 
38 
1 

Total 

7 

14 

5 

229 

76 

2 
14 

Grand  Rapids,  Mich.: 
Louisiana 

3 

8 
7 
13 

...... 

3 
6 
20 

11 
10 
16 
6 
20 

63 

Arkansas             .  . 

Tennessee 

2 

Arkansas 

Missouri 

60 

Kentucky 

3 

Illinois 

2 

Kentucky 

Iowa      .    

8 

3  55 

Total 

3 

28 

32 

Wisconsin 

33 

Total         

21 

74 

Harrisbin-g,  Pa.:  • 

7 
9 

...... 

1 

7 
13 

1 

111 

»225 

Minneapolis,  Minn.: 
Louisiana 

Virginia 

18 

20 

1 

69 

3 

...... 

114 
2 

1 

1 
1 

Maryland 

38 



Illinois 

Total    

16 

5 

21 

Arkansas 

75 

117 

Hartford  Conn.: 

1 

1 

13 
3 
6 
17 

...... 

19 

1 
15 

2 
13 
3 

7 
36 

1 
15 

Kentucky 

2 

Kansas... 

1 

Washington 

1 

Tennessee 

Oregon      

1 

Total 

Maryland 

18 

93 

125 

236 

Newark,  N.  J.: 

T,nni«si{mA. 

Delaware 

6 
3 

1 
60 

1 
27 

3 

...... 

10 

7 

7 

Total 

1 

40 

36 

77 

North  Carolina 

63 

1 

Indianapolis,  Ind.: 

Texas             

1 
17 
8 

1 

28 

37 

7 

1 

10 

35 

4 

9 

1 

32 

Maryland 

13 

Louisiana 

11 
29 

7 
1 

10 
29 

? 

...... 

2 
8 

1 

Delaware      

7 

New  York 

»1 

Total 

» 

92 

22 

3  124 

New  Haven,  Conn.: 

Louisiana 

Tennassee 

2 

1 
6 
3 

7 
6 

...... 

1 
16 

Missouri 

3 

North  Carolina 

6 

Arkansas... 

3 

Virginia 

7 

Total 

26 

90 

17 

133 

13 

A/fic<5nnri 

1 

Johnstown  Pa  ■  ' 

2 

1 

3 

Delaware 

16 

Marvland 

Tntal 

2 

23 

24 

49 

Kansas  City,  Mo.: 
Texas 

7 
24 

7 
41 
59 
17 

New  York,  N.  Y.: 

Florida       

40 

122 

5 

10 

65 

440 

6 
14 

1 

...... 

. 

Louisiana 

17 

52 

1 

...... 

16 

«  180 

Arkansas 

Louisiana 

187 

Missouri 

North  Carolina 

South  Carolina 

449 

5 

Total 

31 

70 

23 

124 

Arkansas    

14 

Tennessee... 

1 

1  Data  furnished  by  Bureau  of  Markets,  Pennsylvania  Department  of  Agriculture. 

2  Total  includes  cars  shipped  before  April  1. 

3  Total  includes  cars  shipped  after  June  30. 

*  Total  includes  cars  shipped  before  April  1  and  after  June  30. 

95608°— 30 6, 


66 


TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 


Table  14. — Carload  unloads  of  strawberries  at  69  markets,  by  State  of  origin  and 
months,  season  1926 — Continued 


Receiving  market  and 
State  of  origin 

Apr. 

May 

June 

Total 

Receiving  market  and 
State  of  origin 

Apr. 

May 

June 

Total 

New  York,  N.  Y.— Con. 
Virginia 

Cars 

Cars 

270 

93 

2 

Cars 

11 

177 

61 

8 

81 

Cars 

281 

270 

63 

8 

»166 

Portland.  Me.: 

Louisiana 

Cars 
6 

Cars 
2 
10 

1 
1 
7 

9 
4 

Cars 

"36' 

27 

2 

1 

6 

Cars 
8 

Maryland 

North  Caiolina 

10 

Delaware  .-., 

South  Carolina 

1 

Missouri 

Arkansas 

1 

New  York 

Tennessee 

7 

Virginia 

1 
39 

Total            

167 

901 

342 

<  1,625 

1 
17 

Maryland 

Delaware 

1 
17 

Norfolk,  Va.: 

Missouri        

2 

North  Carolina 

New  York 

1 

Virginia 

Massachusetts 

3  15 

Total          

Total    

18 

18 

6 

35 

66 

3  116 

Portland,  Oreg.: 
California 

Oklahoma  City,  Okla.: 
Texas 

1 

1 
1 

:::::: 

4 
6 

1 

10 
5 
6 

6 

6 

Louisiana 

9 

Providence,  R.  I.: 

Louisiana 

Arkansas. 

10 

6 
1 
9 
1 
23 
21 
6 
1 
1 

...... 

2 
33 

1 

2 

28 

Missouri 

16 

Total 

9 

3 

10 

22 

MissiSvSippi 

1 

Tennessee 

9 

4 
11 

4 

31 
36 
46 

South  Carolina 

Omaha,  Nebr.: 

North  Caiolina 

24 

Virginia 

23 

Maryland 

Louisiana 

20 
29 

...... 

46 

39 

Missouri 

Arkansas 

2 

Xentucky        

Missouri 

Delaware. 

28 

Total 

15 

49 

53 

117 

New  Jersey 

4 

Total.. 

10 



69 

Peoria,  111.: 

2 

8 
5 
6 
1 
3 

""n 

2 

10 
5 
6 
1 

14 
2 

71 

150 

Reading,  Pa.:» 

Virginia 

Louisiana 

2 

1 

2 



Arkansas... 

4 

Unknown 

1 

Total 

Missouri 

3 

2 

5 

Total.. 

2 

23 

13 

38 

Richmond,  Va.: 

1 

1 

Philadelphia,  Pa.: 
Florida 

7 

48 

5 

2 

»53 

63 

201 

5 

1 

26 

6 

1 

37 

Rochester,  N.  Y.: 
Louisiana 

5 

15 
6 
7 
5 
6 

10 
2 

...... 

28 
9 
1 
2 

24 
3 

Louisiana          .    . 

15 

195 

3 

1 
24 

...... 

...... 

6 

1 
2 

20 

North  Carolina 

Arkansas 

6 

South  Carolina 

North  Carolina 

7 

Tennessee 

5 

Virginia 

7 

Maryland l 

Maryland 

38 

Delaware.. 

Kentucky 

11 

New  York 

Mississippi 

1 

2 

Total - 

62 

238 

12 

<363 

Delaware     

24 

New  York 

3 

Pittsburgh,  Pa.: 

Florida... 

3 
31 

1 

U4 
68 
12 

1 
17 
52 
49 
11 
34 
24 
41 

3 
20 

1 

35 
38 

Total 

5 

51 

68 

124 

37 

10 

1 

17 

47 

28 

6 

1 

...... 

...... 

21 
5 
33 
24 
41 
3 

20 
1 

St.  Louis,  Mo.: 

Mississippi 

Alabama 

1 
33 

Mississippi 

1 

North  Carolina- 

Louisiana... 

Tennessee 

31 
5 

86 
2 

...... 

11 

64 

Arkansas 

5 

Tennessee 

Arkansas 

88 

Virginia 

13 

Maryland 

Total 

Missouri 

34 

124 

13 

171 

l^^ftntiiplrv 

8t.  Paul,  Minn.: 

Delaware 

7 

10 

36 

1 

...... 

37 

Indiana 

17 

Unknown 

Arkansas 

40 

New  York... 

Missouri 

38 

Pennsylvania 

Washington 

3  1 

Total 

Total 

35 

147 

154 

*360 

7 

47 

41 

396 

1  Data  furnished  by  Bureau  of  Markets,  Pennsylvania  Department  of  Agriculture. 

3  Total  includes  cars  shipped  before  April  1. 

3  Total  includes  cars  shipped  after  June  30. 

*  Total  includes  cars  shipped  before  April  1  and  after  June  30. 


OEIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


67 


Table   14. — Carload  unloads  of  strawberries  at  69  markets,  by  State  of  origin  and 
months,  season  1926 — Continued 


Receiving  market  and 
State  of  origin 

Apr. 

May 

June 

Total 

Receiving  market  and 
State  of  origin 

Apr. 

May 

June 

Total 

San  Antonio,  Tex.: 

Louisiana 

Car. 

Cars 

1 

Cars 
...... 

Cars 
1 
2 

Toledo,  Ohio: 

Louisiana 

Cars 
4 
4 

Cars 

Cars 

Cars 
4 

Missouri 

16 
1 

10 

22 

2 

2 

...... 

24 
5 

14 
2 

20 

Total 

1 

2 

3 

Arkansas 

12 

46 

7 

Scranton,  Pa.:> 

3 

7 
3 
9 
8 
4 

...... 

12 

8 

10 
3 
9 
10 
16 
8 
7 

Maryland 

Missouri 

16 

North  Carolina 

Kentucky 



2 

Virginia 

Total 

8 
6 

53 

47 

Maryland 

Washington,  D.  C: 

Louisiana 

Delaware. 

6 

Total 

3 

31 

29 

63 

North  Carolina 

37 

1 

17 

37 

South  Carohna 

1 

Seattle,  Wash.: 

16 

6 

2  24 

Viiginia..  

17 

Tntftl 

6 

55 

61 

Shreveport,  La.: 

2 
1 

...... 

1 

2 
6 
1 

Wilkes-Barre,  Pa.:i 

Florida 

1 
4 

1 

Louisiana 

4 

Total 

3 

6 

9 

Arkansas 

2 

1 
11 

1 

1 
18 

1 

""\Z 
14 
2 

2 

1 
11 

Sioux  City,  Iowa: 

8 

5 

15 

1 

"'35' 

13 
15 

1 
35 

North  Carolina 

South  Carolina 

1 

Tennessee 

Tennessee 

1 

Virginia 

Missouri... 

31 

Total... 

8 

21 

35 

64 

Delaware 

2 

Total 

Spokane,  Wash.: 

California 

2 

24 

5 

35 

29 

69 

Williamsport,  Pa.:i 

Springfield,  Mass.: 

Louisiana... 

12 

17 
4 
7 
2 

10 
1 

...... 

21 
2 
2 

10 
6 
1 

29 
4 
7 
6 

31 
3 
2 

10 
6 
1 

1 

3 

11 

1 

...... 

5 
1 

1 

Arkansas... 

North  Carolina 

3 

Tennessee -- 

Virginia 

11 

Virginia 

Maryland 

3 

Maryland 

Delaware 

5 

Missouri 

New  York 

1 

Total 

Delaware 

16 

8 

24 

New  Jersey 

Worcester,  Mass.: 
Louisiana 



New  York...- 

1 
4 
13 
3 
1 
4 
2 

...... 

13 

7 
3 

7 

1 

Total 

12 

41 

46 

99 

North  Carolina 

4 

Syracuse,  N.  Y.: 

10 

11 

1 
1 
3 

...... 

...... 

2 
5 
15 
21 
.    6 
6 

21 

1 

1 

3 

1 

6 

12 

4 

18 

19 

22 

6 

6 

Arkansas 

13 

Louisiana 

Tennessee 

3 

Texas 

Virginia 

4 

Arkansas..  

17 

Unknown 

Missouri 

9 

Mississippi 

Kentucky 

3 

Tennessee 

6 
6 
2 
13 

4 

1 

Delaware 

7 

North  Carolina 

1 

Total 

Virginia 

28 

34 

62 

ATarvlnnrJ 

Youngstown,  Ohio: 

Delaware  ...  

22 

8 

...... 

1 

1 
16 

\ 

Missouri    

22 

Kentucky 

Tennessee 



12 

New  York 

Maryland 

1 

Missouri 

10 

48 

62 

3  121 

1 

Kentucky 



16 

Terre  Haute,  Ind.: 

2 
6 

2 
6 

Delaware 

2 

Mississippi 

Unknown 

1 

Total 

30 

25 

55 

Total 

8 

8 

Ora-n/l  tnfal  4 

1,064 

6,027 

3, 451  ^ 

10,094 

»  Data  furnished  by  Bureau  of  Markets,  Pennsylvania  Department  of  Agriculture. 

2  Total  includes  cars  shipped  before  April  1. 

3  Total  includes  cars  shipped  after  June  30. 

*  Total  includes  cars  shipped  before  April  1  and  after  June  30. 


68 


TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 


ORIGIN   OF  THE  CARLOAD  STRAWBERRY  SUPPLY  OF  69  MARKETS 

When  planting  a  crop,  the  operator  has  two  major  objects  in  view. 
The  production  of  the  greatest  possible  quantity  of  first-quality  stock 
at  the  least  possible  cost  is  one  and  the  disposal  of  the  crop  at  the 
highest  net  price  is  the  other.  Under  favorable  climatic  conditions, 
an  industrious  producer  can  usually  insure  the  first  object,  but  price 
depends  to  a  large  extent  upon  the  supply  and  demand  of  the  con- 
suming markets.  There  are  limitations  to  the  demand  of  the  public 
for  strawberries,  and,  frequently,  the  supplies  equal  or  exceed  the 
requirements  of  the  general  market.  At  such  times,  the  pressure  to 
sell  that  develops  in  all  competing  districts  usually  creates  an  unbal- 
anced market  supply  in  the  consuming  centers,  and  the  disposal  of 


Total  Carload  Unloads  of  Strawberries 

AT  Fifty  markets,  1926 


Figure  19. — The  relative  importance  of  18  of  the  principal  and  32  of  the  secondary  strawberry 
markets  named  in  Table  14  is  shown  in  this  illustration 

the  daily  receipts  becomes  an  individual  problem  of  each  dealer. 
Such  situations  signify  a  consumer's  market,  and  a  wade  range  of 
prices  is  the  result  at  each  market,  as  well  as  at  the  markets  in  general. 

Where  to  market  to  the  best  advantage  is  a  problem  in  normal  sea- 
sons, and  the  problem  becomes  more  complicated  in  seasons  in  which 
chaotic  conditions  exist.  Therefore,  any  authentic  information 
regarding  the  supplies  of  a  specific  or  the  general  market,  whether  for 
the  present  or  past  seasons,  is  of  value  as  an  aid  to  a  decision  in  answer 
to  this  important  question. 

There  are  69  markets  from  which  data  on  carload  strawberry 
receipts  are  available.  Fifty-one  of  these  markets  reported  from  1  to 
124  cars  each  as  their  receipts  during  the  1926  season.  The  total  of 
these  receipts  represented  23  per  cent  of  the  total  unloads  at  the  69 
markets.  Eighteen  of  the  69  markets  have  reported  an  average  of  150 
cars  or  more  per  year  during  the  7-year  period  ended  with  1926.  The 
total  carload  receipts  on  these  18  markets  represented  a  volume  equal 
to  practically  4  quarts  per  capita  for  the  markets  involved. 

The  series  of  market  maps  (figs.  20-52)  include  considerable  com- 
parable information  regarding  the  supply  of  strawberries  at  each 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


69 


market  center,  and  the  following  explanations  are  offered  as  sugges- 
tions as  to  what  the  details  illustrate.  The  circles  in  each  State  of 
'  the  series  of  maps  are  drawn  to  the  same  scale  and  represent  the  total 
carload  shipments  from  the  State  to  all  points.  These  circles  are 
comparable  with  each  other  as  to  volume  of  sliipments  from  the 
State.  The  black  and  hatched  sectors  of  these  circles  indicate  that 
part  of  the  total  shipments  from  the  State  that  were  unloaded  on  the 
market  involved  and  show  to  what  extent  the  State  depends  upon  the 
market  for  an  outlet  for  its  crop.  The  black  dotted  circles  represent 
the  total  carloads  on  the  market  named  and  are  drawn  to  the  same 
scale  as  the  State  circles.  They  are  comparable  in  carload  volume 
with  other  markets  of  the  series  and  with  total  shipments  from  the 
State.  The  market  legend  circles  are  drawn  to  a  larger  scale  for  con- 
venience in  reading  the  sectors,  but  represent  the  same  volume  as  the 
black  dotted  market  circle.  Each  sector  of  the  legend  represents  that 
part  of  the  total  carload  receipts  on  the  market  that  was  received  from 
the  source  indicated,  and  shows  the  extent  of  the  dependence  of  the 
market  on  that  source  for  its  supply. 

NEW  YORK  CITY 

New  York  City  is  the  leading  carload  strawberry  market  in  the 
United  States.  This  market  has  received  an  average  of  1,815  cars 
of  strawberries  per  year  during  the  time  under  review,  which  are 
equivalent  to  about  15,000,000  quarts.  The  smallest  receipts 
reported  during  the  period  were  for  1920,  when  only  736  cars  arrived 
on  the  market.  During  1921  the  receipts  were  increased  to  1,101 
cars,  and  from  1922  to  1925,  inclusive,  the  arrivals  averaged  2,310 
cars  per  year.  The  peak  of  the  carload  receipts  on  this  market  was 
reached  during  the  1924  season,  when  the  arrivals  were  reported  to  be 
2,537  cars.     (Table  15.) 

Table  15. — Carload  unloads  of  strawberries  at  New  York  City,  1920-1926 


Origin 

1920 

1921 

1922 

1923 

1924 

1925 

1926 

Average  1 

Early  crops: 

Alabama 

Cars 

Cars 

1 

86 

63 

8 

260 

30 

262 

169 

134 

2 

85 

1 

Cars 

4 

204 

59 

6 

536 

31 

512 

219 

452 

11 

153 
6 

Cars 

Cars 

Cars 

4 

353 

99 

10 
730 

""'382' 

59 

258 

2 

107 
1 

Cars 

'"'iso' 

187 

14 

455 

1 

281 

63 
270 

8 

166 

Cars 
1 

Florida 

113 
31 

1 

204 

13 

118 

60 

46 
4 

146 

510 
96 

1 

751 

""336' 

214 
465 

1 

131 

8 

312 
140 

""'964' 

1 

430 

126 
500 

58 
6 

251 

Louisiana 

96 

Second  early: 

Arkansas 

6 

Carolinas  2 

557 

Tennessee 

11 

Virginia ...  ... 

331 

Intermediate: 

Delaware . 

130 

Maryland 

304 

4 

Late: 

New  York _ 

121 

All  other      .     . 

3 

Total 

736 

1,101 

2,193 

2,507 

2,537 

2,005 

1,625 

1,815 

1  Averages  adjusted. 

» Includes  North  Carolina  and  South  Carolina. 


The  Carolinas  have  been  the  leading  States  in  carload  shipments  of 
strawberries  to  the  New  York  market.  A  little  over  44  per  cent  of 
the  carload  shipments  from  these  States  was  received  at  this  market, 


70        TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICTJLTtJEE 

and  these  shipments  represented  about  31  per  cent  of  the  market's 
carload  supply.  Virginia,  Maryland,  and  Florida,  in  the  order 
named,  use  New  York  City  as  an  outlet  for  a  considerable  part  of 
their  carload  shipments,  which,  combined,  have  averaged  about  49  per 
cent  of  the  carload  receipts  on  the  market.  New  York  State  has  sup- 
plied about  7  per  cent  of  the  carload  strawberry  supply  of  the  city, 
and  is  the  only  late-crop  State  that  has  made  carload  shipments  to 
this  point.     (Fig.  20  and  Table  16.) 


shipmfm.  and  sectors  the  amount 
unloaded  at  New  Yorh. 

STRAWBERRY  UNLOi 
AVERAGE.  1 

920 

ATNE 
-1926 

IV  YORK 

\^^     /       NEW  YORK 
\f^       UNLOADS  BY 
J                STATES 

(~        \ 

— 'V_ 

^^ 

~u 

I. 

7^ 

a 

V 

V 

t 

y<PZ 

i/ 

'3^ 

01*MtTtR5  O 

'^              IsiZI  OrClRCaNOT 

6    i  i  5  lb  I's  in 

HUNOdCOS  Of  CABS 

Figure  20.— Florida  sends  nearly  54  per  cent  of  its  carload  shipments  to  New  York  City,  which  is 
equivalent  to  about  one-seventh  of  the  market's  supply.  These  shipments  form  the  early-season 
receipts.  The  Carolinas,  Virginia,  and  Maryland  supply  over  65  per  cent  of  the  carload  receipts 
on  this  market.  These  shipments  represent  over  30  per  cent  of  the  total  carload  movement  from 
these  States 

Table  16. — Shipments  of  strawberries  by  State  of  origin,  and  unloads  at  New  York 

City,  average  1920-1926 


Average  State 
shipments 

State  of  origin 

To  all 
points 

To  New 
York 
City 

New  York  City 

Carolinas  ^ 

Cars 

1,253 

1,162 

1,445 

465 

833 

273 

1,527 

2,242 

1,318 

1,065 

407 

Per  cent 

44.45 

28.49 

21.04 

53.98 

15.61 

44.32 

6.29 

.49 

.46 

.38 

.25 

Cars 

557 

331 

304 

251 

130 

121 

96 

11 

6 

4 

1 

3 

Per  centi 
30  69 

Virginia.. 

18  24 

Maryland 

16.75 

Florida 

13.83 

Delaware 

7  16 

New  York 

6  67 

Louisiana ... 

5  29 

Tennessee ...  .  ..  ..  ... 

.61 

Arkansas . 

.33 

Missouri 

.22 

Alabama. . 

05 

All  other 

.  16 

Total 

11,990 

15.14 

1,815 

100.00 

1  Per  cent  adjusted. 

» Includes  North  Carolina  and  South  Carolina, 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


71 


Carload  supplies  of  strawberries  are  usually  available  on  the  New 
York  market  from  the  first  of  January  until  near  the  end  of  the  fol- 
lowing July.  The  early  supply  is  furnished  from  Florida  and  is  fol- 
lowed by  shipments  from  Louisiana,  after  which  the  source  of  ship- 
ments moves  to  points  northward  with  the  advance  of  the  season. 
During  the  period  of  the  principal  movement  of  each  season's  crop, 
shipments  from  the  several  States  meet  in  competition  on  this  market 
at  variable  times.     (Fig.  21.) 


FLORIDA 
LOUISIANA 
NORTH  CAROLINA 
SOUTH  CAROLINA 
VIRGINIA 
ARKANSAS 
TENNESSEE 
MARYLAND 
DELAWARE 
NEW  JERSEY 
MISSOURI 
NEW  YORK 


Figure  21 


• 


10     20 
JAN. 


10     20  ro     20 

FEB  MAR 


10      20 
APR. 


10      20  10      20 

JUNE  JULY 


10     20 
AUG 


-APPROXIMATETIMESTRAWBERRIES  WERE  AVAILABLE  ON  NEW 

YORK  Market.  1926  season 

Although  the  length  of  the  strawberry  season  varies  from  year  to  year,  this  shows  the  long  period 
through  which  Florida  may  be  free  from  competition  from  other  sections  In  marlceting  its 
strawberry  crop. 

CHICAGO 

Chicago  is  the  second  largest  carload  strawberry  market  in  the 
United  States.  The  receipts  on  this  market  have  averaged  1,422  cars 
per  year  during  the  period  under  discussion.  The  1920  receipts  were 
767  cars,  which  were  increased  to  an  average  of  1,681  cars  during  the 
four  years  following.  During  1925,  the  receipts  dropped  to  942  cars 
but  reached  1,526  cars  in  1926.  (Table  17.)  These  receipts  approxi- 
mated 5.2  quarts  per  capita  for  the  city. 

Table  17. — Carload  unloads  of  strawberries  at  Chcago,  1920-1926 


Origin 

1920 

1921 

1922 

1923 

1924 

1925 

1926 

Average  i 

Early  crop: 

Alabama 

Cars 

16 

6 

143 

1 

54 

127 

37 
1 

24 
35 

1 

309 

Cars 

3' 

630 
13 

79 

21 

279 

78 
7 
1 

69 
11 

288 

Cars 

1 

38 

432 

9 

110 

5 

354 

125 

3" 

42 

80 

457 

Cars 

18 

77 

504 

12 

63 

""538" 

89 

1 

15 

32 

9 

300 

Cars 
11 

29 
401 

1 

26 

2 

447 

204 
3 

42 
43 
42 

520 

Cars 

19 

60 

272 

6 

16 

Cars 
6 

40 

618 

5 

97 

Cars 
10 

Florida  . 

36 

Louisiana . 

428 

Mississippi...  .  _ 

7 

Second  early: 
Arkansas 

64 

Cahfornia 

4 

Tennessee 

200 

89 
10 
19 
41 
171 

33 

209 

132 
26 
26 
84 

163 

107 
12 

308 

Intermediate: 
Illinois  .... 

108 

Indiana . 

7 

Iowa 

18 

Kentucky  . 

49 

M  issouri 

68 

Late: 

Michigan 

288 
2 

Montana 

Ohio 

9 
2 

5 
4 

3 

15 

32 

8 

5 

2 
4 

2 

Oregon 

3 

Washington 

5 

Wisconsin.. 

9 
3 

30 

2 

36 
2 

3 
2 

1 

13 
2 

All  others 

Total 

767 

1,499 

1,719 

1,696 

1,809 

942 

1,526 

1  422 

1  Averages  adjusted. 


72         TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICTJLTURE 

Louisiana  sends  about  28  per  cent  of  its  carload  shipments  to 
Chicago,  which  represents  about  30  per  cent  of  the  market's  carload 
supply.  A  large  part  of  the  Michigan' strawberry  movement  to  Chi- 
cago is  by  boat  and  is  reported  by  the  market  in  carload  equivalents. 
There  are  some  scattering  carload  shipments  by  rail  from  sections 
of  Michigan  that  are  without  boat  connection.  About  75  per  cent  of 
the  total  combined  boat  and  rail  shipments  from  Michigan  are  deliv- 
ered to  Chicago,  and  they  are  equal  in  quantity  to  more  than  20  per 
cent  of  the  market's  carload  supply.  Tennessee  and  Illinois  also  use 
this  market  to  a  considerable  extent.    (Fig.  22  and  Table  18.) 


Strawberry  Unloads  at  Chicago 

AVERAGE.1920-1926 


Circles  represent  total  State 
shipments,  and  sectors  the  amount 
unloaded  at  Chicago 


Figure  22. — Chicago  receives  about  28  jper  cent  of  the  Louisiana  carload  shipments,  and  these 
shipments  combined  with  those  from  Tennessee  and  Michigan  represent  over  72  per  cent  of 
this  market's  carload  supply 


Table  18. — Shipments  of  strawberries  hy  State  of  origin 

average  1920-1926 

and  unloads  at  Chicago, 

Average  State 
shipments 

State  of  origin 

Average  unloads  at 

To 
all  points 

To 
Chicago 

Chicago 

Louisiana 

Cars 

1,527 

2,242 

385 

225 

1,065 

1,318 

517 

465 

60 

87 

407 

39 

71 

89 

200 

87 

10 

4 

Per  cent 

28.03 

13.74 

74.81 

48.00 

6.39 

4.86 

9.48 

7.74 

30.00 

14.94 

2.46 

17.95 

9.86 

5.62 

2.00 

3.45 

20.00 

100.00 

Cars 

428 

308 

288 

108 

68 

64 

49 

36 

18 

13 

10 

7 

7 

6 

4 

3 

2 

4 

Per  cent^ 
30  10 

Tennessee 

21.66 

Michigan 

20.25 

Illinois . 

7  60 

Missouri . 

4  78 

Arkansas 

4  50 

Kentucky 

3.45 

Florida..     . 

2  53 

Iowa .    . 

1  27 

Wisconsin 

.92 

Alabama 

.70 

Indiana 

49 

Mississippi 

49 

Washington... 

.35 

California 

.28 

Oregon . 

21 

Ohio 

.  14 

All  others 

.28 

Total 

8,798 

16.16 

1,422 

100  00 

1  Per  cent  adjusted. 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


73 


Carload  supplies  of  strawberries  were  available  on  the  Chicago 
market  from  the  last  of  January  until  September  during  the  1926 
season.  The  early  shipments  were  from  Florida  and  the  late  ones 
from  Montana.  The  time  that  each  of  the  State's  shipments  were 
available  on  this  market  is  shown  in  Figure  23. 


FLORIDA 

^ \ 'r-       1           1 

LOUISIANA 
ALABAMA 

■ 

.4_ 

MISSISSIPPI 
ARKANSAS 



-■■"■■ 



TENNESSEE 
ILLINOIS 
KENTUCKY 
MISSOURI 



1 

1 

INDIANA 

IOWA 

MICHIGAN 

WISCONSIN 

MONTANA 

• 

~™~ 

, 

, 

,•     , 

,      , 

,      , 

- — 1 1 

JAN. 


10      20 

FEB. 


10      20 

MAR. 


10      20 

APR. 


10      20 

MAY 


10      20 

JUNE 


10      20 

JULY 


10      20 
AUG. 


Figure  23.— approximate  Time  strawberries    were   available   on 
Chicago  Market,  1926  Season 

Strawberries  from  all  States  shipping  to  Chicago  during  1926,  except  those  from  Wisconsin  and 
Montana,  met  Louisiana  strawberries  in  competition  on  this  market. 

BOSTON 

Boston  is  the  third  largest  strawberry  market  in  the  United  States. 
The  carload  receipts  on  this  market  are  considerably  less  in  number 
than  are  those  at  either  New  York  or  Chicago,  but,  considered  on 
the  basis  of  the  population  of  the  three  cities,  the  Boston  carload 
receipts  are  nearly  four  times  as  large  as  those  of  New  York  and  more 
than  twice  as  large  as  those  of  Chicago.  Boston  received  an  average 
of  920  cars  per  year  during  the  period  under  discussion.  The  smallest 
receipts  (526  cars)  of  the  period  were  in  1920;  and  the  largest  (1,237 
cars)  in  1924.     (Table  19.) 

Table  19. — Carload  unloads  of  strawberries  at  Boston,  1920-1926 


Origin 

1920 

1921 

1922 

1923 

1924 

1926 

1926 

Average ' 

Early  crop: 

Florida 

Cars 

14 

34 

3 

15 

1 

30 

19 

65 

Cars 

5 

72 

17 
20 
53 
25 

148 
2 

260 

2 

28 

4 
35 

Cars 

34 

104 

9 

14 
66 
73 
159 

134 
36 

281 
59 
12 

16 
61 

Cars 

99 

100 

3 

25 
169 
32 
72 

140 
18 

301 

17 

1 

10 
85 
18 

4 
28 

5 

Cars 

82 

160 

1 

38 
147 

20 
129 

118 
4 

364 
15 
24 

5 

59 

9 

2 

36 

36 

Cars 
104 
47 

34 

149 

16 

94 

38 
10 
202 
72 
8 

Cars 

42 

129 

3 

51 
138 
29 
36 

59 

8 

279 

32 

11 

Cars 

Louisiana-.  .  

92 

Mississippi 

3 

28 
97 

Second  early: 

Arkansas 

Carolinas  2.      

Tennessee 

36 
76 

Virginia 

Intermediate: 

Delaware. 

100 

Kentucky 

11 

Maryland... 

237 

274 

Missouri..  , 

28 

New  Jersey 

23 

10 
45 

15 

Late: 

Connecticut 

Q 

Massachusetts 

43 

7 

2 

90 
3 
3 

24 

1 

60 

Maine 

5 

New  York 

26 
3 
1 

28 
2 

13 

11 

Imports  3 

18 

Another..- 

Q 

Total --- 

626 

701 

1,060 

1,127 

1,237 

866 

938 

920 

>  Averages  adjusted. 

2  Includes  North  Carolina  and  South  Carolina. 

3  From  Nova  Scotia  and  New  Brunswick. 


74 


TECHNICAL  BULLETIN  180,  V.  S.  DEPT.  OF  AGRICULTURE 


Maryland  sends  more  carload  shipments  to  Boston  than  does  any 
other  State.  These  shipments  represent  a  little  less  than  19  per  cent 
of  the  State's  carload  movement  and  are  equal  to  about  30  per  cent 
of  the  market's  carload  supply.  Delaware,  the  Carolinas,  and  Louis- 
ana  together  furnish  about  31  per  cent  of  the  carload  supply  of  Boston. 
These  shipments  are  divided  about  equally  among  the  three  States. 
Nova  Scotia  and  New  Brunswick  usually  make  some  late  carload 
shipments  to  this  market.     (Fig.  24  and  Table  20.) 


Orc/es  represent  total  State 
shipments.and sectors  the  amount 
unloaded  at  Boston. 

STRA 

WBERRY  UNLOADS  AT  B 

Average,  1920-1926 

OSTON 

V  ^T       BOSTON 
\f^      UNLOADS  BY 
J    1         STATES 

^         «iitoraiiciiiiOT 

^\J      OIIAWM  TO  SCAU 

n 

-"-y^^ 

— 1 

\f 

^-s 

\  y\ 

rrinxi 

\^ 

A/ 

^                          OI*MtTt»$  Of 

OMCUI 

M 

6    (  i  i  io  ii  » 

HUNOBtOJ  Of  C*»$ 

Figure  24.— Maryland  is  the  principal  single  source  of  the  carload  supply  of  Boston.  Delaware, 
the  Carolinas,  and  Louisiana  supply  about  31  per  cent  of  this  market's  carload  needs,  these  ship- 
ments being  divided  about  equally  among  the  States.  The  remainder,  about  39  per  cent,  repre- 
sents scattering  shipments  from  the  various  States  shown 


Table  20. — Shipments  of  strawberries  hy  State  of  origin, 

average  1920-1926 


and  unloads  at  Boston, 


State  of  origin 

Average  State 
shipments 

Average  unloads 

To  all 
points 

To  Boston 

at  Boston 

Maryland 

Cars 

1,445 

833 

1,253 

1,527 

1,162 

80 

465 

2,242 

1,318 

1,065 

275 

517 

273 

6 

5 

71 

18 

6 

Per  cent 

18.96 

12.00 

7.74 

6.02 

6.54 

75.00 

11.61 

1.61 

2.12 

2.63 

5.45 

2.13 

4.03 

100.00 

100.00 

4.23 

100.00 

100.00 

Cars 

274 

100 

97 

92 

76 

60 

54 

36 

28 

28 

15 

11 

11 

6 

5 

3 

18 

6 

Per  cent  i 
29.78 

Delaware 

10.87 

Carolinas  2 ..         . . 

10.55 

Louisiana 

10  00 

Virginia 

8.26 

Massachusetts 

6.52 

Florida 

5.87 

Tennessee .  .  .  ..    ... . ..  . 

3.91 

Arkansas .  .. ...  

3.04 

Missouri 

3.04 

New  Jersey .-.                   .... 

1.63 

Kentucky ...  .  .  

1.20 

New  York 

1.20 

Connecticut-. 

.65 

Maine 

.54 

Mississippi .  .  

.33 

Imports  3 

1.96 

All  others 

.65 

Total 

12,561 

7.32 

920 

100.00 

J  Per  cent  adjusted. 

2  Includes  North  Carolina  and  South  Carolina. 

8  From  Nova  Scotia  and  New  Brunswick. 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


75 


The  Boston  market  reports  indicate  that  a  continuous  carload  sup- 
ply of  strawberries  was  available  on  this  market  from  January  1  to 
August  8,  1926.  The  earlier  shipments  of  the  supply  were  from 
Florida,  and  the  carload  season  closed  with  Massachusetts  shipments. 
(Fig.  25.) 


FLORIDA 

LOUISIANA 

MISSISSIPPI 

CAROLINAS  (2) 

TENNESSEE 

ARKANSAS 

VIRGINIA 

MARYLAND 

MISSOURI 

KENTUCKY 

DELAWARE 

NEW  JERSEY 

NEW  YORK 

MASSACHUSETTS 

NOVA  SCOTIA 

MAINE 

NEW  BRUNSWICK 


10     20 

10     ?0 

10     20 

10    20 

10     20 

10      20 

10      20 

10     20 

JAN. 

FEB. 

MAR. 

APR. 

MAY 

JUNE 

JULY 

AUG. 

Figure  25.— Approximate  Time  Strawberries  were   Available  on 
Boston  Market,  1926  Season 

Eight  important  districts  compete  for  sales  of  strawberries  on  the  Boston  market  during  the  last  of 

May  and  early  June  period. 

PHILADELPfflA 

Philadelphia  is  fourth  in  rank  among  the  large  markets  in  number  of 
carload  strawberry  receipts.  The  average  carload  unloads  on  this 
market  have  been  486  cars  each  season  for  the  7-year  period.  (Table 
21.)  This  number  does  not  indicate  the  true  volume  of  strawberry 
consumption  on  this  market.  Available  records  show  that  the 
equivalent  of  more  than  600  cars  w^as  shipped  to  this  market  by  motor 
truck  during  the  1926  season.  Perhaps  similar  conditions  exist  at  the 
other  large  markets,  but  no  authentic  data  have  been  compiled  to 
verify  the  extent  of  the  truck  movement  at  those  markets. 


Table  21. — Carload  unloads 

of  strawberries  at  Philadelphia,  1920-1926 

Origin 

1920 

1921 

1922 

1923 

1924 

1925 

1926 

Average  1 

Early  crop: 

Florida.     .  .     

Cars 
42 
10 

Cars 

7 
31 

Cars 
30 
33 

7 

168 

12 

225 

39 

3 

43 

5 
3 

Cars 
139 
24 

2 
274 

Cars 

77 
37 

2 
350 

Cars 
98 
11 

Cars 
53 
63 

Cars 
64 

Louisiana 

30 

Second  early: 
Arkansas  _- 

2 

C'arolinas  2  .      

97 
3 

78 

19 
17 
2 

93 

3 

100 

49 
3 
12 

259 

206 

1 

26 

1 

207 

Tennessee...    .. 

3 

Virginia 

218' 
33 

182 
12 

73 

129 

Intermediate: 

Delaware  _  

22 

Kentucky 

3 

Maryland ..- 

60 

31 

4 
10 

6 

7 

22 

Late: 

New  York 

3 

Another 

2 

1 

Total.. 

268 

300 

568 

750 

691 

455 

363 

486 

Averages  adjusted. 


'  Includes  North  Carolina  and  South  Carolina  shipments. 


76         TECHNICAL  BULLETIN  180,  V.  S.  DEPT.  OF  AGRICULTURE 

The  Carolinas  are  the  largest  carload  shippers  of  strawberries  to 
the  Philadelphia  market.  They  furnish  about  43  per  cent  and 
Virginia  about  26  per  cent  of  the  carload  receipts  at  this  point.  The 
remainder,  which  is  about  31  per  cent  of  the  receipts,  is  divided  among 
eight  other  States.     (Fig.  26  and  Table  22.) 


STRAWBERRY  UNLOADS  AT  PHILADELPHIA 
AVERAGE,  1920-1926 


Circles  represent  total  State 
shipments,  and  sectors  ttte  amount 
unloodedat  Philadelphia 


Figure  26.— The  Carolinas  and  the  Norfolk  district  of  Virginia  are  the  leading  carload  shippers  to 
Philadelphia.  The  greater  part  of  the  shipments  are  made  previous  to  the  beginning  of  the 
Eastern  Shore  season 


Table  22. — Shipments  of  strawherries  by  State  of  origin,  and  unloads  at  Phila- 
delphia, average  1920-1926 


State  of  origin 

Average  State 
shipments 

Average  unloads 

To  all 
points 

To  Phila- 
delphia 

at  PhUadelphia 

Carolinas  2 

Cars 
1,253 
1,162 

465 
1,527 

833 
1,445 
2,242 

517 
1,318 

273 

Per  cent 

16.52 

11.10 

13.76 

1.96 

2.64 

1.52 

.13 

.58 

.15 

1.10 

Cars 

207 

129 

64 

30 

22 

22 

3 

3 

2 

3 

1 

Percent^ 
42.59 

Virginia     „.      . 

26.54 

Florida.     

13.  17 

Louisiana ...  ...  .  . .... 

6. 17 

Delaware  .  ...  ..-  .............  ... 

4.53 

Maryland 

4  53 

Tennessee 

.62 

Kentucky ...      ..         ... 

.62 

Arkansas     . ...  .  ...  ...  . . 

.41 

New  York 

.62 

Another 

.20 

Total  - 

11,035 

4.40 

486 

100.00 

Per  cent  adjusted. 


2  Includes  North  Carolina  and  South  Carolina  shipments. 


During  1926  carload  supplies  of  strawberries  were  available  on  the 
Philadelphia  market  from  February  11  to  June  10,  both  inclusive. 
The  early-season  carload  supply  was  furnished  by  Florida,  and  the 
carload  season   terminated  June   10  with  Virginia   and  Maryland 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


77 


shipments.     Carload  quantities  delivered  by  motor  truck  continued 
to  be  available  as  late  as  June  25.     (Fig.  27.) 


FLORIDA 

LOUISIANA 

NORTH  CAROUNA 

SOUTH  CAROUNA 

VIRGINIA 

MISSISSIPPI 

VA..DEL..MD.. 

AND  N.J.  (TRUCK) 

MARYLAND 

DELAWARE 


FIGURE   27. 


10      20 
JAN 


10     20 
FEB. 


10      20 
MAR. 


10     20 
APR. 


10     20 
MAY 


10      20 

JUNE 


10     20  10      20 

JULY  AUG. 


-APPROXIMATE    TIME    STRAWBERRIES    WERE    AVAILABLE    ON 

Philadelphia  Market.  1926  Season 


Competition  among  the  producing  districts  for  the  sale  of  strawberries  on  this  market  began  April 

26  in  the  1926  season. 


DETROIT 

Detroit,  with  an  average  unload  of  420  cars  per  year  during  the 
7-year  period,  was  fifth  in  rank  among  the  larger  markets  in  number 
of  carload-strawberry  receipts.  This  market  received  171  cars  of 
strawberries  in  1920,  but  the  receipts  were  increased  to  552  cars 
during  1922.  The  supply  during  1923  and  1924  was  practically  the 
same  as  that  of  1922,  but  was  decreased  to  478  cars  during  1926. 
The  average  receipts  on  this  market  are  equal  to  about  1  car  for  each 
2,500  inhabitants.     (Table  23.) 

Table  23. — Carload  unloads  of  strawberries  at  Detroit,  1920-1926 


Origin 

1920 

1921 

1922 

1923 

1924 

1925 

1926 

Average  i 

Early  crop: 

Alabama.. 

Cars 

Cars 

17 

61 

2 

9 
65 

Cars 

6 

89 

17 

82 
214 

Cars 
22 
116 

1 

26 
263 

Cars 

21 

111 

2 

91 

HI 

11 

35 

78 
13 
59 

Cars 
20 

88 
3 

37 
145 

5 
44 

6 
54 

Cars 
10 

188 
4 

46 

61 

1 

8 
82 

5 
69 

Cars 
14 

Louisiana 

64 
2 

4 
56 

102 

Mississippi 

4 

Second  early: 
Arlcansas 

42 

Tennessee.-  .....      .    ..    .. 

131 

Virginia 

2 

Intermediate: 

Delaware. 

7 

Kentucky 

31 

50 

102 

72 
4 
12 

9 
23 

66 

Maryland 

4 

Missouri...     

8 

3 
3 

1 

16 
4 

18 

8 
16 

32 

Late: 

Michigan 

5 

All  other  2. 

18 

11 

4 

11 

Total 

171 

225 

552 

548 

550 

413 

478 

420 

Averages  adjusted. 


2  Includes  Illinois,  Indiana,  and  imports. 


Tennessee  ships  about  6  per  cent  of  its  carload  movement  to 
Detroit;  this  represents  a  little  over  31  per  cent  of  the  market's 
carload  supply.  Kentucky  sends  about  one-eighth  of  its  shipments, 
and  Louisiana,  Arkansas,  and  Missouri  use  this  outlet  for  a  portion 
of  their  shipments.  Michigan  makes  a  very  few  carload  shipments 
to  this  market,  but  as  supplies  of  Michigan  strawberries  are  reported 
as  being  available  on  the  market  part  of  each  season,  it  is  inferred 
that  these  supplies  represent  truck  deliveries,     (Fig.  28  and  Table  24.) 


78         TECHNICAL  BULLETIN  180,  tJ.  S.  DEPT.  OF  AGRICXILTtlRE 


STRAWBERRY  UNLOADS  AT  DETROIT 

Average.  1920-1926 


Circles  represent  totalState 
shipments,  and  sectors  the  amount 
unloaded  at  Detroit 


Figure  28.— Tennessee,  Louisiana,  and  Kentucky  are  the  principal  sources  of  the  carload- 
strawberry  supply  of  Detroit.  The  combined  receipts  from  the  three  States  constituted  more 
than  71  per  cent  of  the  market's  carload  unloads 


Table  24. — Shipments  of   strawberries  hy  State  of  origin,  and  unloads  at  Detroit, 

average  1920-1926 


State  of  origin 

Average  State 
shipments 

Average  unloads 

To  all 
points 

To 
Detroit 

at  Detroit 

Tennessee 

Cars 

2,242 

1,527 

517 

1,318 

1,065 

407 

833 

385 

71 

1,445 

1,162 

Per  cent 

5.84 

6.68 

12.77 

3.19 

3.00 

3.44 

.84 

1.30 

5.63 

.28 

.17 

Cars 

131 

102 

66 

42 

32 

14 

7 

5 

4 

4 

2 

11 

Per  cent  i 
31  19 

Louisiana . 

24.29 

Kentucky 

15  71 

Arkansas 

10  00 

Missouri., 

7.62 
3  33 

Alabama ... 

Delaware ...  ...  . 

1  67 

Michigan ...  .      

1  19 

Mississippi 

95 

Maryland 

95 

Virginia .. 

48 

All  others 

2  62 

Total 

10, 972 

3.83 

420 

100  00 

1  Per  cent  adjusted. 


« Includes  Illinois,  Indiana,  and  imports. 


This  market  had  carload-strawberry  suppHes  available  from  March 
10  to  June  19,  1926.  Florida  supplies  the  early  receipts,  and  10  other 
States  continued  the  supply  until  the  end  of  the  season.  Michigan 
stock  was  quoted  on  this  market  as  late  as  July  20.     (Fig.  29.) 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


79 


i 


FLORIDA 

LOUISIANA 

ALABAMA 

MISSISSIPPI 

ARKANSAS 

TENNESSEE 

MISSOURI 

ILLINOIS 

DELAWARE 

KENTUCKY 

MARYLAND 

HOME  GROWN 

INDIANA 


1 

— 

1 

1 

t 

1 

1 

-m 

...         . 

...... 

,       , 

,       , 

,       , 

,        , 

,        , 

10     20 
JAN. 

10      20 

FEB. 

10      20 
MAR. 

10      20 
APR. 

10      20 
MAY 

10      20 

JUNE 

10      20 
JULY 

10      20 

AUG 

FIGURE    29.— APPROXIMATE    TIME     STRAWBERRIES    WERE    AVAILABLE     ON 

Detroit  Market.  1926  season 

The  lines  represent  the  length  of  time  that  strawberries  from  the  various  sources  were  quoted  in  the 
market  reports  received  from  this  market. 

PITTSBURGH 

The  average  carload  receipts  on  the  Pittsburgh  market  have  been 
374  cars  for  the  period,  which  is  about  1  car  to  each  1,600  inhabitants. 
The  smallest  receipts  (185  cars)  were  received  in  1920.  From  1922 
to  1924,  inclusive,  the  receipts  averaged  490  cars,  but  there  was  a 
decrease  from  this  number  during  1925  and  1926,  when  only  285  and 
360  cars  were  received.  (Table  25.)  The  average  receipts  approxi- 
mate 5.9  quarts  per  capita  for  the  city. 


Table  25. — Carload  unloads  of  strawberries  at  Pittsburgh,  1920-1926 

Origin 

1920 

1921 

1922 

1923 

1924 

1925 

1926 

Average  i 

Early  crop: 

Alabama 

Cars 

22 

2 

3 

Cars 
26 

63' 
4 

23 
11 
63 

18 

35 

41 

24 

4 

Cars 

35 

1 

65 

29 

10 

229 

10 

20 

67 

8 

6 

Cars 
37 

38 

58 

3 

13 

12 

209 

10 

33 
79 

18 
2 

Cars 
15 
19 
71 
11 

40 
17 
94 
22 

64 

25 

50 

4 

4 

Cars 
12 
34 

28 

40 
13 

54 
4 

12 
35 
25 
23 
4 

Cars 

1^ 

68 

1 

52 
17 
49 
11 

3 
41 
34 
24 
20 

5 

Cars 
23 

Florida 

15 
61 

Louisiana 

Mississippi 

3 

Second  early: 
Arkansas 

2 

8 
18 

1 

37 
39 
24 

28 
13 

Carolinas  2 

Tennessee 

102 

Virginia 

11 

Intermediate: 

Delaware.   ..  

29 

Kentucky.  . 

47 

Maryland..     .  

26 

Missouri  .... 

9 

Indiana 

4 

Late: 

New  York 

2 
23 

5 
3 

2 

Ohio    --    - 

9 
3 
5 

2 
2 

8 
12 
2 

6 

Pennsylvania 

8 

1 

3 

Another 

4 

1 

2 

Total 

185 

321 

497 

516 

458 

285 

360 

374 

Averages  adjusted. 


*  Includes  North  Carolina  and  South  Carolina. 


Tennessee  furnishes  about  27  per  cent  of  Pittsburgh's  unloads  and 
is  the  principal  source  of  its  carload  supply.  The  remainder  of  the 
carload  supply  of  this  market  originates  in  15  other  States.  (Fig.  30 
and  Table  26.)  There  is  a  rather  extensive  strawberry  district  in 
western  Pennsylvania  that  is  within  trucking  distance  of  the  Pitts- 
burgh market.     (Fig.  2.) 


80    TECHNICAL  BULLETIN  180,  tJ.  S.  DEPT.  OF  AGRICULTURE 


STRAWBERRY  UNLOADS  AT  PITTSBURGH 
AVERAGE.  1920-1926 


Crc/es  represent  total  State 
shipments  and  sectors  ttie  amount 
unloaded  at  Pittsburgh. 


\\\ 


Figure  30.— Tennessee  supplies  over  one-fourth  of  the  Pittsburgh  carload-strawberry  receipts, 
and  Louisiana,  Kentucky,  Delaware,  and  Arkansas,  combined,  furnish  about  one-third.  The 
remainder  represents  the  total  of  all  shipments  received  from  States  showing  black  sectors  in 
the  chart 


Table  26. — Shipments  of  strawberries  by  State  of  origin,  and  unloads  at   Pitts- 
burgh, average  1920-1926 


State  of  origin 

Average  State  ship- 
ments 

Average  unloads  at 

To  all 
points 

To  Pitts- 
burgh 

Pittsburgh 

Tennessee 

Cars 

2,242 

1,527 

517 

833 

1,318 

1,445 

407 

465 

1,253 

1,162 

1,065 

10 

39 

11 

71 

273 

Per  cent 

4.55 

3.34 

9.09 

3.48 

2.12 

1.80 

5.65 

3.23 

1.04 

.95 

.85 

60.00 

10.26 

27.27 

4.23 

.73 

Cars 

102 

51 

47 

29 

28 

26 

23 

15 

13 

11 

9 

6 

4 

3 

3 

2 

2 

Per  cent » 
27.27 

Louisiana 

13  64 

Kentucky 

12  57 

Delaware        .         .  .         . 

7  75 

Arkansas        .  .      ...  . 

7.49 

Maryland .. .- .  _ 

6.95 

Alabama 

6  15 

Florida 

4  01 

Carolinas  ^ 

3  48 

Virginia    .  . 

2  94 

Missouri.- ...  ..... 

2.41 

Ohio 

1.61 

Indiana ...  .  .. .. 

1.07 

Pennsyl  vania 

80 

Mississippi            ...                   .... 

80 

New  York  

.53 

All  others. 

.53 

Total 

12,638 

2.96 

374 

100  00 

1  Per  cent  adjusted. 


*  Includes  North  Carolina  and  South  Carolina. 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


81 


During  1926,  carload  receipts  from  Florida  were  available  on  this 
market  on  January  8,  and  there  was  a  continuous  carload  supply  of 
strawberries  on  this  market  from  that  date  until  July  23.     The  late 


I 


FLORIDA 

LOUISIANA 

ALABAMA 

CAROLINAS 

ARKANSAS 

TENNESSEE 

VIRGINIA 

MARYLAND 

KENTUCKY 

MISSOURI 

MICHIGAN 

DELAWARE 

INDIANA 

HOME  GROWN 

PENNSYLVANIA 

NEW  YORK 


from  ] 

S^ew  Y 

ork  St{ 

ite  shij 

jments 

.     (Fig.  31.) 

1             1 

1 

—       1 

1 

^^ 

.11' 

T 

1       1    _. 

,    , 

1    , 

i       , 

,       , 

10      20 
JAN. 


10     20 
FEB. 


10      20 
MAR. 


10     20 
APR. 


10      20 
MAY 


10      20 
JUNE 


10      20  10      20 

JULY  AUG. 


APPROXIMATE   Time   Strawberries   Were   available  on 
Pittsburgh  Market,  1926  Season 


Figure  31 
Strawberries  were  quoted  on  this  market  for  about  six  and  one-half  months  of  the  1926  season 


CINCINNATI 


Cincinnati  ranks  seventh  among  the  larger  markets  in  number  of 
cars  of  strawberries  received  each  year.  These  receipts  have  averaged 
350  cars  and  represented  1  car  for  each  1,150  population.  The 
largest  receipts  on  this  market  arrived  during  1922  and  1923  and  the 
smallest  in  1920,  when  only  80  cars  were  available.     (Table  27.) 


Table  27.- 

—Carload  unloads  of  strawberries  at  Cincinnati,  1920-1926 

Origin 

1920 

1921 

1922 

1923 

1924 

1925 

1926 

Average » 

Early  crop: 

Alabama 

Cars 

1 
2 

Cars 
99 
.- 

2 

Cars 

138 

2 

2 

Cars 

189 

29 

5 

7 

6 

314 

6 

3 
1 

Cars 

99 

1 

10 
2 
6 

228 

1 

4 
4 

Cars 
61 
17 

1 
3 
2 

252 

1 

Cars 

102 

4 

13 

1 

128 
33 

Cars 
98 

Florida.. 

8 

Louisiana - 

5 

Mississippi 

2 

Georgia 

5 
72 

3 

Second  early: 

Tennessee 

228 

2 

21 
1 

315 
5 

11 

1 

220 

Intermediate: 

Kentucky . 

7 

Late: 

Michigan 

6 

All  other 

3 

1 

1 

Total 

80 

356 

474 

560 

355 

340 

282 

350 

Averages  adjusted. 


Nearly  63  per  cent  of  the  carload  supply  of  strawberries  at  Cin- 
cinnati originated  in  Tennessee.  Alabama  supplied  28  per  cent  of 
the  market's  carload  needs,  and  the  remainder  of  the  carload  supply 
was  shipped  by  Florida,  Kentucky,  Louisiana,  Georgia,  Michigan, 
and  Mississippi.     (Fig.  32  and  Table  28.) 


95608°— 30- 


82    TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 


STRAWBERRY  UNLOADS  AT  CINCINNATI 

Average.  1920-1926 


Circles  represent  total  State 
shipments,  and  sectors  ttie  amount 
unloaded  at  Cindnnoti. 


Figure  32.— Nearly  one-fourth  of  the  carload-strawberry  shipments  from  Alabama  and  about  one- 
tenth  of  those  from  Tennessee  reach  the  Cincinnati  market.  These  shipments,  combined,  are 
equal  practically  to  91  per  cent  of  the  market's  carload  supply 

Table  28. — Shipments  of  strawberries  by  State  of  origin,  and  unloads  at  Cincinnati^ 

average  1920-1926 


Average  State 
shipments 

Average  unloads 
at  Cincinnati 

State  of  origin 

To  all 
points 

To 
Cincin- 
nati 

Tennessee.. 

Cars 

2,242 

407 

465 

517 

385 

1,627 

11 

71 

Per  cent 

9.81 

24.08 

1.72 

1.35 

1.56 

.33 

27.27 

.28 

Cars 
220 

98 
8 
7 
6 
5 
3 
2 
1 

Per  cent  i 
62.86 

Alabama 

28.00 

Florida 

2.28 

Kentucky ...  ...  .  . 

2.00 

Michigan .. 

1.71 

Louisiana 

1.43 

Georgia - 

.86 

Mississippi .      ..... 

.57 

All  other 

.29 

Total  2 

5,625 

6.22 

350 

100.00 

1  Per  cent  adjusted. 

»  Some  less-than-carload  or  express  shipments  received  on  this  market  from  North  Carolina  and  Georgia 
during  1926. 

During  1926  carload  quantites  of  strawberries  were  available  on 
this  market  from  January  6  to  June  12.  The  early  shipments  were 
from  Florida,  and  the  late  supply  came  from  Kentucky.     (Fig.  33.) 


FLORIDA 

LOUISIANA 

ALABAMA 

TENNESSEE 

NORTH  CAROUNA 

GEORGIA 

MISSISSIPPI 

KENTUCKY 

HOME  GROWN 


. ,_, ■ 

an 


10     20 
FEB. 


10      20 
MAR. 


10     20 
APR. 


10     -20 

MAY 


10      20 
JUNE 


10      20  10      20 

JULY  AUG. 


Figure  33.— approximate    Time    strawberries  were  available  on 
Cincinnati  Market.  1926  Season 

Louisiana  stock  is  usually  available  on  most  of  the  large  markets  during  the  period  of  that  State's 
strawberry  season,  but,  in  1926,  this  stock  disappeared  from  the  Cincinnati  market  soon  after 
the  arrival  of  Alabama  shipments  on  April  19. 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


83 


Ohio-grown   strawberries   were   quoted   on   this   market   as  late   as 
June  25. 

MINNEAPOLIS  AND  ST.  PAUL 

The  combined  receipts  at  MinneapoHs  and  St.  Paul  give  this  market 
center  the  rank  of  eighth  among  the  larger  markets  in  number  of 
strawberry-carload  unloads.  These  receipts  have  averaged  317  cars 
per  year  for  the  period  and  represent  1  car  for  each  1 ,950  of  popu- 
lation. The  largest  receipts  reported  for  Minneapolis  and  St.  Paul 
were  for  1922,  when  511  cars  were  unloaded.  The  receipts  during 
1926  were  332  cars.      (Table  29.) 

Table  29. — Carload  unloads  of  strawberries  at  Minneapolis  and  St.  Paul,  1920—1926 


Origin 

1920 

1921 

1922 

1923 

1924 

1925 

1926 

Average  1 

Early  crop: 

Louisiana _ 

Cars 
32 

43 

7 

5 

1 

Cars 
48 

96 
5 

5 

' 3" 

42 

7 
13 

Cars 
55 

200 
45 

17 

2 

1 

171 

15 
5 

Cars 
59 

131 
30 

20 
9 

7 
93 

22 
5 

Cars 
70 

126 
12 

10 

21 

1 

113 

23 
4 

Cars 
39 

123 
4 

1 

15 
2 

84 

1 

1 

Cars 
55 

115 

i' 

2 
155 

4' 

Cars 
51 

Second  early: 

Arkansas... 

119 

Tennessee    

15 

Intermediate: 

Iowa 

8 

Kansas  _      ..  _. 

7 

Kentucky 

2 

Missouri  .. 

24 

10 
11 

98 

Late: 

Wisconsin... . 

11 

All  other  2 

6 

Total 

133 

219 

511 

376 

380 

270 

332 

317 

1  Averages  adjusted. 

2  Includes  shipments  from  Michigan,  Illinois,  Washington,  Oregon,  Minnesota,  Indiana,  and  Texas. 

Arkansas  and  Missouri  are  the  main  sources  of  the  strawberry  sup- 
ply on  these  markets.  These  States  supplied  practically  69  per  cent 
of  the  carload  needs  of  these  markets  during  the  7-year  period. 
Louisiana  has  furnished  about  16  per  cent  of  the  receipts,  and  Ten- 
nessee, Wisconsin,  Iowa,  Kansas,  and  Kentucky  supplied  the  re- 
mainder of  the  carload  unloads.     (Fig.  34  and  Table  30.) 


Strawberry  unloads  at  Minneapolis  and  St.  Paul 

SEASON   1926 


Circles  represent  total  Siat» 
Shipmenti  and  sectors  the  amount 
unloaded  at  Umneopola  and StPaul. 


Figure  34.— These  markets  are  more  important  to  Wisconsin,  Iowa,  and  Kansas  in  proportion 
to  their  total  carload  movement  than  they  are  to  Louisiana,  Arkansas,  and  Missouri,  which 
are  the  principal  sources  of  the  carload  strawberry  supply  of  these  cities 


84 


TECHNICAL  BXJLIiETIN  180,  U.  S.  DEPT.  OF  AGRICTTLTTJEE 


Table  30. 

— Shipments  of  strawberries  hy  State  of  origin,  and  unloads  at 
apolis  and  St.  Paul,  average  1920-1926 

Minne- 

State  of  origin 

Average  State 
shipments 

Average  unloads  at 
Minneapolis  and 
St.  Paul 

To  all 
points 

To 
Minne- 
apolis and 
St.  Paul 

Arkansas 

Cars 

1,318 

1,065 

1,527 

2,242 

87 

60 

13 

517 

Per  cent 
9.03 
9.20 
3.34 
.67 
12.64 
13.33 
53.85 
.39 

Cars 
119 
98 

11 
8 
7 
2 
6 

Per  cent  i 
37.54 

Missouri _ 

30.92 

Louisiana 

16.09 

Tennessee 

4.73 

Wisconsin .., 

3.47 

2.52 

Kansas 

2.21 

Kentucky 

.63 

All  other  2. 

1.89 

Total 

6,829 

4.64 

317 

100.00 

1  Per  cent  adjusted. 

*  Includes  shipments  from  Michigan,  Illinois,  Washington,  Oregon,  Minnesota,  California,  Indiana,  and 
Texas. 

Louisiana  strawberries  were  available  on  these  markets  April  13, 
1926,  and  a  continuous  supply  from  various  sources  was  reported  from 
that  date  until  July  15.  The  last  of  the  supplies  of  1926  were  re- 
ported as  being  from  Minnesota,  but  dates  are  not  available. 
(Fig.  35.) 


LOUISIANA 

ARKANSAS 

ILLINOIS 

MISSOURI 

KENTUCKY 

KANSAS 

HOME  GROWN 

OREGON 


•I 

■ 

-  - ■ 


10     20  10      20 

JAN.  FEB. 


10      20 

MAR. 


to      20 
APR. 


10      20 
MAY 


10      20 
JUNE 


10      20  10      20 

JULY  AUG. 


Figure  35. — Approximate   Time   Strawberries   Were   Available   on 
Minneapolis  and  St.  Paul  markets.  1926  Season 

Arkansas  follows  Louisiana  with  strawberry  supplies  for  these  markets  and  meets  in  competition 
Missouri  and  home-grown  stock  during  the  last  part  of  the  season. 

CLEVELAND 

The  average  unloads  of  strawberries  at  Cleveland  were  285  cars  per 
year  during  the  7-year  period.  This  number  represents  1  car  for  each 
2,800  population.  The  average  receipts  from  1922  to  1924,  inclusive, 
were  361  cars,  and  the  393  cars  received  during  the  1923  season  were 
the  peak  of  the  yearly  unloads.     (Table  31.) 

Table  31. — Carload  unloads  of  strawberries  at  Cleveland,  1920-1926 


Origin 

1920 

1921 

1922 

1923 

1924 

1925 

1926 

Average  1 

Early  crop: 
Alabama 

Cars 
6 
18 

Cars 

25 
37 

Cars 
35 

20 
186 

Cars 

93 

20 

0 

6 
195 

Cars 

68 

25 

5 

36 
120 

26 
37 

27 

1 
4 

Cars 

45 

9 

29 

85 

8 
27 
16 
34 

7 

Cars 

28 

39 

4 

36 
72 

15 
48 
12 
19 
6 

Car* 
43 

Louisiana 

36 

Mississippi 

3 

Second  early: 
Arkansas 

4 

79 

1 

21 
6 

22 
105 

6 

29 

6 

2 

7 

22 

Tennessee- 

120 

Intermediate: 

Delaware 

8 

Kentucky 

32 
6 

22 
2 

58 
6 

' 9' 

36 

Maryland 

11 

Missouri .. 

11 

All  other  2 

3 

5 

Total 

138 

239 

342 

393 

349 

260 

279 

285 

1  Averages  adjusted. 

» Includes  shipments  from  Florida,  Georgia,  Carolinas,  Virginia,  Illinois,  Michigan,  and  Ohio. 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


85 


Tennessee,  Alabama,  and  Kentucky  supply  about  70  per  cent  of 
this  market's  carload  needs.  The  remainder  of  the  supply  is  fur- 
nished by  six  other  States.     (Fig.  36  and  Table  32.) 


Figure  36.— Cleveland  has  received  about  42  per  cent  of  its  strawberry  supply  from  Tennessee,  15 
per  cent  from  Alabama,  and  13  per  cent  from  Kentucky  during  this  period.  Shipments  are  not 
shown  for  Florida,  Georgia,  Carolinas,  Virginia,  Illinois,  Michigan,  or  Ohio,  but  each  of  these 
States  made  one  or  more  carload  shipments  to  this  market  during  this  period 

Table  32. — Shipments  of  strawberries  by  State  of  origin,  and  unloads  at  Cleveland j 

average  1920-1926 


State  of  origin 

Average  State 
shipments 

Average  unloads 

To  all 
points 

To  Cleve- 
land 

at  Cleveland 

Tennessee. 

Cars 

2,242 

407 

517 

1,527 

1,318 

1,445 

1,065 

833 

71 

Per  cent 
5.35 
10.57 
6.96 
1.70 
1.67 

.76 
1.03 

.96 
4.23 

Cars 

120 

43 

36 

26 

22 

11 

11 

8 

3 

5 

Per  cent » 
42.11 

Alabama 

15  09 

Kentucky 

12.63 

Louisiana -..._                             ._.-.         .. 

9.12 

Arkansas.. . --.  .   

7.72 

Maryland .        .     .     .--  .  .  . 

3.86 

Missouri 

3.86 

Delaware 

2.81 

Mississippi .      .  .      . 

1.05 

All  other  2 

1.75 

Total 

9,425 

3.02 

285 

100.00 

1  Per  cent  adjusted. 

'  Includes  shipments  from  Florida,  Georgia,  Carolinas,  Virginia,  Illinois,  Michigan,  and  Ohio. 


On  January  27,  1926,  the  first  strawberries  of  the  season  were  re- 
ported on  the  Cleveland  market.  These  were  from  Florida  and  were 
followed  by  shipments  from  other  States  that  continued  the  supply 
until  June  18.  The  supplies  after  June  18,  were  home-grown  berries, 
(Fig.  37.) 


86    TECHNICAL  BULLETIN  180,  TJ.  S.  DEPT.  OF  AGRICULTURE 


FLORIDA 

LOUISIANA 

ALABAMA 

MISSISSIPPI 

ARKANSAS 

TENNESSEE 

MISSOURI 

MARYLAND 

KENTUCKY 

VIRGINIA 

DELAWARE 

HOME  GROWN 

ILLINOIS 

m  DIANA 


FIGURE     37. 


I  I I  I I  I L 


10     20 
JAN 


10     20 
FEB 


10     20 
MAR 


10     20 

APR. 


10     20 
MAY 


10      20 
JUNE 


10     20  10     20 

JULY  AUG. 


-approximate    time   strawberries  were  available 
Cleveland  Market.  1926  Season 


ON 


strawberries  were  quoted  on  this  market  from  all  the  principal  shipping  districts  except  the 

Carolinas  during  1926. 

BUFFALO 

Kecords  of  carload  receipts  of  strawberries  at  Buffalo  are  available 
for  only  four  years.  During  this  period  (1923  to  1926,  inclusive)  the 
average  unloads  on  this  market  were  278  cars  per  year.  On  the  basis 
of  the  usual  carload  shipment  from  each  of  the  States  that  supplied 
this  market,  the  average  receipts  represented  about  2,349,000  quarts, 
which  is  equivalent  to  4.6  quarts  per  capita  for  the  city.  The  largest 
yearly  receipts  at  this  market  during  the  four  years  were  338  cars, 
unloaded  in  1924.  The  unloads  of  that  year  furnished  a  carload  sup- 
ply equal  to  5.8  quarts  per  capita.     (Table  33.) 


Table  33. — Carload  unloads  of  strawberries  at  Buffalo,  1923-1926 


Origin 

1923 

1924 

1925 

1926 

Averages  1 

Early  crops: 
Alabama 

Cars 
2 

40 
3 

14 
14 
62 
13 

10 
23 
31 
34 
16 

Cars 

3 

40 

1 

39 
25 
28 
28 

66 
3 

64 
20 
31 

Cars 

6 

18 

3 

2 
23 
30 
36 

32 

31" 

37 

1 

Cars 
11 
38 

14 
35 
26 
27 

55 
12 
55 
21 

1 

Cars 

6 

Louisiana                            ..                   -         .      

34 

2 

Second  early: 

Arkansas  .  _..    ..  -  . 

17 

Carolinas  ^ 

24 

Tennessee 

36 

Virginia                  

26 

Intermediate: 

Delaware  -.             .  .  .  .  . 

41 

Kentucky  .             .            ...  ... 

9 

Maryland 

43 

Missouri                                                -  - . 

28 

All  other  3 

12 

Total 

262 

338 

219 

295 

278 

1  Averages  adjusted. 

2  Includes  North  Carolina  and  South  Carolina. 

3  Known  States  included  are  California,  Delaware,  Florida,  Illinois,  Indiana,  Michigan,  and  New  York. 

The  shipments  from  Maryland,  Delaware,  Tennessee,  Louisiana, 
Missouri,  and  Virginia  to  Buffalo,  when  combined,  represent  about 
75  per  cent  of  the  market's  carload  supply  of  strawberries.  The  re- 
mainder of  the  shipments  to  this  market  are  divided  among  six  other 
States.     (Fig.  38  and  Table  34.) 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


87 


Figure  38.— The  carload-strawberry  shipments  to  Buffalo  are  rather  evenly  divided  among  several 
producing  States.  Maryland,  Delaware,  Tennessee,  Louisiana,  Missouri,  and  Virginia  supplied 
about  75  per  cent  of  the  shipments,  and  "all  other"  States  supplied  the  remainder 

Table  34.- — Shipments  of  strawberries  by  State  of  origin,  and  unloads  at  Buffalo, 

average  1923-1926 


State  of  origin 

Average  State 
shipments 

Average  unloads  at 

To  all 
points 

To 
Buffalo 

Buffalo 

Maryland     ._  _ 

Cars 

1,639 

844 

2,268 

1,740 

1,198 

1,374 

1,699 

1,331 

547 

490 

89 

Per  cent 
2.62 
4.86 
1.59 
1.95 
2.34 
1.89 
1.41 
1.28 
1.65 
1.22 
2.25 

Cars 
43 
41 
36 
34 
28 
26 
24 
17 
9 
6 

.1 

Per  cent  i 
15.47 

Delaware  

14.75 

Tennessee 

12.95 

Louisiana ..    ...  

12.23 

Missouri  . 

10.07 

Virginia       .. 

9.35 

Carolinas  2    .    

8.63 

Arkansas ..        

6.11 

Kentucky .  .  

3.24 

Alabama 

2.16 

Mississippi       .  ... 

.72 

All  other  3 

4.32 

TotaL-     

13,219 

2.10 

278 

100.00 

1  Per  cent  adjusted. 

2  Includes  North  Carolina  and  South  Carolina. 

'  Known  States  included  are  California,  Delaware,  Florida,  Illinois,  Indiana,  Michigan,  and  New  York. 


LOUISIANA 

ALABAMA 

NORTH  CAROLINA 

SOUTH  CAROLINA 

TENNESSEE 

ARKANSAS 

VIRGINIA 

MISSOURI 

MARYLAND 

DELAWARE 

KENTUCKY 


Figure  39.- 


I 


10     20 
JAN 


10     20 
FEB 


10     20 
MAR 


to     20 

APR 


10    20 
MAY 


10     20 
JUNE 


10     20 
JULY 


10     20 
AUG. 


-APPROXIMATE    TIME    STRAWBERRIES    WERE    AVAILABLE    ON 
BUFFALO  MARKET.    1926  SEASON 


t 


Considerable  competition  among  the  States  for  sales  on  this  market  is  indicated. 


88 


TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 


In  1926  the  first  strawberries  of  the  season  were  reported  to  be 
av^lable  on  this  market  April  2,  and  the  supply  continued  until 
June  25.  The  earlier  shipments  were  from  Florida  and  Louisiana, 
and  the  season  closed  with  supplies  from  New  York  State.     (Fig.  39.) 

BALTIMORE 

Records  of  carload-strawberry  receipts  on  the  Baltimore  market 
are  available  for  the  seasons  of  1924  to  1926,  inclusive.  A  large 
percentage  of  the  strawberry  deliveries  to  this  market  arrive  by  boat, 
but  the  Federal  market  news  service  reports  these  arrivals  in  carload 
equivalents  for  the  purpose  of  comparison  with  other  markets.  The 
yearly  average  receipts  by  boat  and  rail  on  this  market  during  the 
three  years  included  were  equivalent  to  264  cars.  This  supply  was 
equal  to  about  2,028,000  quarts,  or  2.7  quarts  per  capita  for  the  city. 
The  supply  received  by  boat  and  rail  during  1926  was  practically 
322  cars.     (Table  35.) 


Table  35.- 

— Carload  unloads  of  strawberries  at  Baltimore,  1924-1926 

Orisin 

1924 

192,") 

1926 

Average  i 

Early  crop: 

Florida          

Cars 
2 
3 

17 
186 

69 

Cars 
1 

Cars 
1 
10 

20 
238 

53 

Cars 
1 

Louisiana 

4 

Second  early: 

Carolinas  ^ 

25 
147 

21 

21 

Virginia 

Intermediate: 

Maryland 

190 
48 

Total 

277  1            194 

322 

264 

Averages  adjusted. 


2  Includes  North  Carolina  and  South  Carolina. 


Virginia  and  Maryland  furnish  about  90  per  cent  of  the  carload 
supply  of  the  Baltimore  market.  The  remainder  of  the  carload  supply 
is  usually  from  the  Carolinas,  Louisiana,  and  Florida.  (Fig.  40  and 
Table  36.) 


Strawberry  unloads  at  Baltimore 

average.i924-i926 


Circles  represent  total  State 
shipments,  and  sectors  the  amount 
ualooded  at  Bolt/more 


Figure  40.— More  than  87  per  cent  of  the  Baltimore  strawberry  receipts  (truck  deliveries  not  in- 
cluded) arrive  by  boat,  but  are  reported  by  the  market  in  carload  equivalents.  Maryland  and 
Virginia  furnish  over  90  per  cent  pf  these  supplies 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


89 


Table  36. — Shipments  of  strawberries  by  State  of  origin,  and  unloads  at  Baltimore, 

average  1924-1926 


State  of  origin 

L- 

Maryland 

C'aroliuas  ^ 

Louisiana 

Florida . 

Total 


Average  State  ship- 
ments 


To  all 
points 


Cars 
1,435 
1,547 
1,689 
1,761 
521 


To  Balti- 
more 


Per  cent 

13.24 

3.10 

1.24 

.23 

.19 


Average  unloads  at 
Baltimore 


Cars 

190 

48 

21 

4 

1 


264 


Per  cent  i 

71.97 

18.18 

7.95 

1.52 

.38 


100.00 


Per  cent  adjusted. 


2  Includes  North  Carolina  and  South  Carolina. 


During  1926,  Florida  strawberries  were  reported  on  this  market 
January  8,  and  a  continuous  supply  of  strawberries  was  available  at 
this  point  until  June  28.     (Fig.  41.) 


FLORIDA 
LOUISIANA 
NORTH  CAROLINA 
HOME  GROWN 
VIRGINIA 
MARYLAND 


FIGURE    41 


:::::::::i::::H;::::z:[:: 1 

I 

'.  ■  I — I — ^ — ^-i — i""  ""\""\"""\"""\     I     I     I I , I I     ■     ■ 


10      20 

FEB. 


10      20 

MAR. 


10      20 

APR. 


10      20 

MAY 


10      20 

JUNE 


10      20  10      20 

JULY  AUG. 


-APPROXIMATE   Time   Strawberries   Were   available   on 
Baltimore  Market.  1926  Season 

strawberries  from  localities  that  are  comparatively  near  predominate  on  this  market  while 

they  are  available. 

MILWAUKEE 

Records  of  strawberry  unloads  at  Milwaukee  are  available  for  the 
four  years  from  1923  to  1926,  inclusive.  During  this  period  the 
receipts  averaged  205  cars  per  year  w^hich  were  equivalent  to  about 
2,064,000  quarts,  and  represented  a  volume  equal  to  4.5  quarts  per 
capita  for  the  city.  The  largest  yearly  receipts  (226  cars)  of  the 
4-year  period  were  unloaded  during  1923,  and  these  represent  5.1 
quarts  per  capita  for  the  city.     (Table  37.) 

Table  37. — Carload  unloads  of  strawberries  at  Milwaukee,  1923-1926 


Origin 

1923 

1924 

1925 

1926 

Average' 

Early  crop: 

Louisiana 

Cars 
46 
3 

27 

38 

7 
9 
14 
40 

1 
41 

Cars 
34 
4 

24 

42 

17 
6 
13 

49 

Cars 
35 
2 

13 
20 

14 

Cars 
76 
2 

14 
2 

2 

8 

3 

60 

65 
3 

Cars 

48 

Mississippi . 

3 

Second  early: 
Arkansas  . . 

19 

Tennessee    

25 

Intermediate: 

Illinois 

10 

Iowa 

6 

Kentucky    

2 
62 

8 

Missouri 

53 

Late: 

Michigan 

14 

Wisconsin  ...                              

24 

7 
2 

19 

All  other  2 

Total 

226 

213 

157 

225 

205 

Averages  adjusted. 


'  Includes  shipments  from  Alabama  and  Oregon. 


90 


TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 


Missouri,  Louisiana,  and  Tennessee  are  the  largest  shippers  to  the 
Milwaukee  market  and  their  combined  shipments  during  the  4-year 
period  averaged  over  61  per  cent  of  the  market's  carload  receipts. 
(Fig.  42  and  Table  38.) 


Strawberry  unloads  at  Milwaukee 

AVERAGE.  1 923-1926 


Crc/es  represent  tofa/ State 
shipmenti.  and  sectors  tf)e  amount 
unloaded  at  Milwaukee 


Figure  42.— Missouri,  Louisiana,  and  Tennessee  are  the  sources  of  over  61  per  cent  of  the  car- 
load supply  of  Milwaukee 


Table  38. — Shipments  of  strawberries  by  State  of  origin,  and  unloads  at  Milwau- 
kee, average  1923-1926 


State  of  origin 

Average  State  shij)- 
ments 

Average  unloads  at 

To  all 
points 

ToMU- 
waukee 

Milwaukee 

Missouri  .    .  _ 

Cars 

1,198 

1,740 

2,268 

1,331 

99 

289 

283 

547 

70 

89 

Per  cent 
4.42 
2.76 
1.10 
1.43 
19.19 
4.84 
3.53 
1.46 
8.57 
3.37 

Cars 

53 

48 

25 

19 

19 

14 

10 

8 

6 

3 

Percent! 
25  85 

Louisiana .-.  .  .    ..      ... 

23.41 

Tennessee    -.        .-    ... ..  . 

12.20 

Arkansas.-         ..-  . ... .  ... 

9.27 

Wisconsin 

9  27 

Michigan 

6  83 

IlUnois ....             ...      . 

4.88 

Kentucky       .. .  . 

3.90 

Iowa 

2.93 

Mississippi 

1  46 

Total        

7,914 

2.59 

205 

100.00 

»  Per  cent  adjusted. 


ORICIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


01 


I^K     StOi 


During    1926,   Louisiana   strawberries  appeared   on    this   market 
ril  15,  and  a  continuous  supply  was  available  from  that  time  until 
y   15.     The  late  supplies   were  from   Wisconsin   and   Michigan 
stock.     (Fig.  43.) 


LOUISIANA 

MISSISSIPPI 

ARKANSAS 

MISSOURI 

TENNESSEE 

KENTUCKY 

ILLINOIS 

IOWA 

MICHIGAN 

WISCONSIN 


FIGURE  43. 


J 

1 

^■^M 

1 

• 

"^           i 

. 

. 

■ 

. 

I 

10     20 

10      20 

10     20 

10     20 

10      20 

10     20 

10     20 

FEB. 

MAR. 

APR. 

MAY 

JUNE 

JULY 

AUG. 

-Approximate  Time  strawberries  Were  available    on 
Milwaukee  Market,  1926  season 

Louisiana  and  Mississippi  compete  for  the  early  sales  on  this  market,  but  both  are  supplanted  by 
Arkansas  and  Missouri  stock  soon  after  it  becomes  available. 

ST.  LOUIS 

As  there  is  a  considerable  local  production  of  strawberries  in  the 
vicinity  of  St.  Louis,  the  carload  needs  of  this  market  are  compar- 
atively small.  The  average  unloads  from  1920  to  1926,  inclusive, 
were  184  cars,  which  represent  a  per  capita  supply  for  the  city  of 
only  2.3  quarts  in  addition  to  local  production.  The  largest  yearly 
receipts  of  the  period  were  277  cars  in  1923.     (Table  39.) 


STRAWBERRY  UNLOADS  AT  ST.  LOUIS 


Circles  represent  total  State 
shipments,  and  sectors  the  amount 
unloaded  at  St  Louis. 


Figure  44.— Arkansas  markets  a  little  over  8  per  cent  of  its  carload  shipments  in  St.  Louis,  and 
these  shipments  represent  something  over  58  per  cent  of  the  market's  carload  supply.  Truck 
deliveries  to  this  market  reduce  the  volume  of  the  carload  demand  below  the  average  of  other 
cities  of  its  rank 


92         TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 
Table  39. — Carload  unloads  of  strawberries  at  St.  Louis,  1920-1926 


Ortgin 

1920 

1921 

1922 

1923 

1924 

1925 

1926 

Average  > 

Early  crop: 

Loui.slana. 

Cars 
20 

Cars 
25 

97 
3 

5 

1 

Cars 
40 

170 
23 

6 

21 

5 

Cars 

47 

7 

131 
62 

8 
4 
18 

Cars 

40 

3 

165 
14 

Cars 
19 
11 

61 
25 

Cars 
64 

1 

88 
5 

Cars 
37 
3 

107 

22 

3 

Mississippi 

Second  early: 

Arkansas 

40 

25 



Tennessee    ,  .. 

Intermediate: 

Kentucky... 

Missouri 

2 

5 

12 
2 

13 

8 
4 

All  other  « 



Total 

85 

132 

265 

277 

229 

130 

171 

184 

'  Averages  adjusted. 

» Includes  shipments  from  Florida,  Alabama,  Texas,  Illinois,  Michigan,  Iowa,  and  Wisconsin, 

Arkansas,  Louisiana,  and  Tennessee  are  the  principal  sources  of  the 
carload  supply  on  this  market,  and  their  combined  shipments  have 
averaged  nearly  92  per  cent  of  the  carload  receipts.  (Fig.  44  and 
Table  40.) 

Table  40. — Shipments  of  strawberries  by  State  of  origin,  and  unloads  at  St.  Louis, 

average  1920-1926 


State  of  origin 

Average  State 
shipments 

Average  unloads 

To  all 

points 

To  St. 
Louis 

at  St.  Louis 

Arkansas 

Cars 
1,318 
1,527 
2,242 
1,065 
517 
71 

Per  cent 

8.12 

2.42 

.98 

.75 

.58 

4.23 

Cars 
107 
37 
22 
8 
3 
3 
4 

Per  cent  i 
58  15 

Louisiana     .  ....._. 

20  11 

Tennessee . 

11  96 

Missouri    . . 

4.35 

Kentucky.  .    .  _ 

1  63 

Mississippi... .  . 

1  63 

All  other  2 

2.17 

Total 

6,740 

2.73 

184 

100.00 

1  Per  cent  adjusted. 

2  Includes  shipments  from  Florida,  Alabama,  Texas,  Illinois,  Michigan,Iowa,  and  Wisconsin. 

Florida  strawberries  were  reported  on  this  market  from  January  27 
to  April  7,  1926.  Supplies  from  local  points  only  were  available  on 
the  St.  Louis  market  at  the  end  of  the  season  which  terminated 
June  20,  1926.     (Fig.  45.) 


FLORIDA 

LOUISIANA 

MISSISSIPPI 

ALABAMA 

HOME    GROWN 

ARKANSAS 

TENNESSEE 

MISSOURI 


Figure  45. — approximate  Time  Strawberries  Were  Available  on  St. 
Louis  Market,  1926  Season 

The  St.  Louis  market  attracts  long-distance  carload  shipments  during  the  early-crop  season  but 
depends  to  a  large  extent  upon  comparatively  near-by  production  for  the  remainder  of  the 


)0      20 

10      ?0 

10      20 

10      20 

10      20 

10      20 

10      20 

10     20 

JAN. 

FEB. 

MAR. 

APR. 

MAY 

JUNE 

JULY 

AUG. 

ORIGIN  AND  DISTRIBUTION,    STRAWBERRY  CROP  93 

PROVIDENCE 

Data  regarding  strawberry-carload  receipts  on  the  Providence 
market  arv^  available  for  the  four  years  1923  to  1926,  inclusive.  The 
yearly  receipts  on  this  market  for  the  four  years  averaged  177  cars, 
which  were  equivalent  to  about  1,421,000  quarts.  This  supply 
represents  5.9  quarts  per  capita  for  the  city.  The  largest  receipts 
were  240  cars,  which  arrived  during  1924.     (Table  41.) 

Table  41. — Carload  unloads  of  strawberries  at  Providence,  1923-1926 


Origin 

1923 

1924 

1925 

1926 

Average  ^ 

Early  crop: 

Louisiana 

Cars 
13 

Cars 

10 

13 
23 
19 
50 

38 
80 

1 
5 

Cars 

1 

1 

21 

,  5 

31 

16 
30 

11 

5 

12 

1 

Cars 
16 

Cars 
10 

Second  early: 

Arkansas .. 

3 

Carolinas  ^ 

29 

2 

24 

38 

78 

25 

9 

23 

28 
39 
2 
4 
3 
1 

24 

Tennessee         .      ..        

9 

Virginia. 

32 

Intermediate: 
Delaware 

30 

57 

Missouri...  .     ..-  .  .  

4 

New  Jersey.      .        .           .            ..  .           

3 

Kentucky      ..  _    .. 

4 

All  other        

1 

1 

Total 

184 

240 

134 

150 

177 

1  Averages  adjusted. 

2  Includes  North  Carolina  and  South  Carolina. 


Maryland  suppHes  nearly  one-third  of  this  market's  carload  needs, 
and  the  Virginia,  Delaware,  and  CaroUna  shipments,  combined, 
represented  about  49  per  cent  of  the  supply.  The  remainder  of  the 
receipts  originated  in  six  other  States.     (Fig.  46  and  Table  42.) 


Orcles  represent  total Stofe 
shtpments.and sectors  tfie  amount 
unloaded  at  Providence 

A^BERRY  UNLOADS  AT  PRO\ 

AVERAGE.  I9E3-I926 

^IDENCE 

^--r  PROVIDENCE 
\y^     UNLOADS  BY 
y              STATES 

^                SIZI  or  C1»CL£  NOT 
V         J      DRAWN  to  SCAUI 

^^"^^^'^y^ 

—-           \     \       i!f 

ttVi 

WvJ 

1                    1     JL   / 

[fc 

\       1                             0    .   J  j  ib.sio 

\^                                     NUNOMOS  Of  c/ws 

Figure  46.— Maryland,  Virginia,  Delaware,  and  the  Carolinas  are  the  leading  shippers  to  this 
market,  but  the  "all  other"  receipts  include  shipments  from  most  of  the  other  jmiwrtant 
districts 


94 


TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 


Table  42. — Shipments  of  slrawherries  by  State  of  origin,  and  unloads  at  Provi- 
dence, average  1923-1926 


State  of  origin 

Average  State 
shipments 

Average  unloads 

To  all 
points 

To  Provi- 
dence 

at  Providence 

Maryland             .  

Cars 
1,639 
1,374 

844 
1,699 
1,740 
2,268 

647 
1,198 
1,331 

230 

Percent 

3.48 

2.33 

3.65 

1.41 

.57 

.40 

.73 

.33 

.23 

1.30 

Cart 

57 

32 

30 

24 

10 

9 

4 

4 

3 

3 

1 

Per  cent » 
32.20 

18.08 

16. 95 

Carolinas  ^.. 

13.56 

Louisiana                               --     - 

5.65 

Tennessee                    -    -    

5.08 

2.26 

2.26 

Arkansas 

1.70 

New  Jersey                                           - 

1.70 

All  other                            

.56 

Total 

12,870 

1.38 

177 

100.00 

1  Per  cent  adjusted. 


2  Includes  North  Carolina  and  South  Carolina. 


Louisiana  strawberries  appeared  on  this  market  April  12,  1926,  and 
the  strawberry  supply  of  this  market  was  continuous  from  that  date 
until  June  18.    (Fig.  47.) 


10      20 

10      20 

10      20 

10      20 

10      20 

10      20 

10      20 

10      20 

JAN. 

FEB 

MAR. 

APR. 

MAY 

JUNE 

JULY 

AUG. 

LOUISIANA 

NORTH  CAROLINA 

TENNESSEE 

VIRGINIA 

MISSOURI 

MARYLAND 

KENTUCKY 

DELAWARE 

NEW  JERSEY 


FIGURE  47.— Approximate  Time   Strawberries  Were  Available  on 
Providence  Market.  1926  Season 

The  order  of  succession  of  the  sources  of  supply  of  this  market  follows  closely  the  northward 

movement  of  the  season. 

COLUMBUS 

The  strawberry  carload  supply  of  Columbus  averaged  168  cars 
during  the  four  years  1923  to  1926,  inclusive.  These  receipts  were 
equivalent  to  1,683,000  quarts  and  represented  a  per  capita  supply  of 
7.1  quarts,  which  is  a  large  carload  supply  when  compared  to  other 
markets.    The  receipts  were  192  cars  during  1924.     (Table  43.) 

Table  43. — Carload  unloads  of  strawberries  at  Columbus,  1923-1926 


Origin 

1923 

1924 

1925 

1926 

Average  » 

Early  crop: 

Alabama 

Louisiana 

Cars 
35 
2 
5 

2 
104 

Cars 
37 

Cars 
32 

Cars 
47 
9 
6 

3 
62 

Cars 
38 
4 

Mississippi                                                    

2 

14 

77 

4 

Second  early: 
Arkansas 

5 

Tennessee 

119 

90 

ORIGIN  AND  DlSTRIBtJTION,  STRAWBERRY  CROP  95 

Table  43. — Carload  unloads  of  strawberries  at  Columbus,  192S-1926 — Continued 


Origin 

1923 

1924 

1926 

1928 

Average 

Intermediate: 

Delaware... 

Cars 

Cars 
2 
15 
3 
3 
5 

Cars 

Cars 
3 

18 
1 
3 
2 

Cars 
1 
15 
2 
4 
5 

Kentucky. 

20 
1 

7 
2 
8 
3 

Alary  land 

Missouri.. 

All  other  ^                  .  . 

10 

179 

Total 

.    192 

145 

154 

168 

» Includes  shipments  from  Florida,  Georgia,  South  Carolina,  Texas,  and  Virginia. 

Tennessee  and  Alabama  supply  over  76  per  cent  of  the  carload 
needs  of  Columbus.  Seven  other  States  contribute  the  remainder  of 
the  carload  supply.     (Fig.  48  and  Table  44.) 


Strawberry  Unloads  at  Columbus 
Average.  1923-1926 


Circles  represent  total  State 
shipments,  and  sectors  the  amount 
unloaded  at  Columbus 


Figure  48.  -Tennessee  supplies  more  than  one-half  of  this  market's  carload  needs,  and  these 
shipments  combmed  with  those  from  Alabama  and  Kentucky,  represent  85  per  cent  of  the 
Columbus  carload  supply 

Table  44. — Shipments  of  strawberries  btj  State  of  origin,  and  unloads  at  Columbus, 

average  1923-1926 


Average  State 
shipments 

State  of  origin 

To  all 
points 

To 
Colum- 
bus 

at  Columbus 

Tennessee 

Cars 

2,268 

490 

547 

1,331 

1,740 

89 

1,198 

1,639 

844 

Per  cent 

3.97 

7.76 

2.74 

.38 

.23 

4.49 

.33 

.12 

.12 

Cars 

90 

38 

15 

6 

4 

4 

4 

2 

1 

5 

Per  cent  i 
53  57 

Alabama .... 

22  62 

Kentucky 

8  93 

Arkansas ... 

2  98 

Louisiana.  

2  38 

Mis.sl88ippi 

2  38 

Missouri ..    . 

2.38 

Maryland 

1.19 

Delaware 

59 

All  other  2 

2.98 

Total , 

10, 146 

1.66 

168 

100  00 

Per  cent  adjusted. 

IncJudes  shipments  from  Florida,  Georgia,  South  Carolina,  Texas,  and  Virginia. 


96 


TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 


Louisiana  shipments  were  the  first  to  arrive  on  this  market  during 
the  1926  season.  These  supplies  were  available  April  13,  and  there 
was  a  continuous  carload  supply  of  strawberries  on  this  market  from 
that  date  until  June  16.  (Fig.  49.)  The  season  ended  June  30  with 
supplies  of  Ohio-grown  berries. 


LOUISIANA 

ALABAMA 

MISSISSIPPI 

ARKANSAS 

TENNESSEE 

MARYLAND 

KENTUCKY 

MISSOURI 

DELAWARE 

■ 



, 



"^ 

• 

" 

; 

1       , 

,       , 

,       , 

,       , 

10      20 
JAN. 

10      20 
FEB. 

10      20 

MAR. 

10     20 

APR. 

10      20 

MAY 

10     20 

JUNE 

10      20 

JULY 

10      20 

AUG 

Figure  49.— Approximate  Time  Strawberries  Were  Available  on 
Columbus  Market,  1926  season 

Delaware  and  Maryland  make  shipments  to  Columbus  in  competition  with  western  districts.  See 
Figures  29,  31,  and  37  for  other  markets  of  the  mid- West  used  by  these  States.  This  movement 
is  contrary  to  the  general  eastward  movement  of  the  crop. 

INDIAN  APOUS 

The  receipts  of  strawberries  at  Indianapolis  averaged  158  cars  per 
year  from  1923  to  1926,  inclusive.  This  average  was  equivalent  to 
1,577,000  quarts  and  represented  a  supply  equal  to  5  quarts  per  capita 
for  the  city.  The  largest  receipts  of  the  4-year  period  arrived  during 
1923,  when  192  cars  were  reported.     (Table  45.) 

Table  45. — Carload  unloads  of  strawberries  at   Indianapolis,   1923-1926 


Origin 

1923 

1924 

1925 

1926 

Average  i 

Early  crop: 
Alabama 

Cars 
10 
36 
3 

3 
112 

12 
3 

7 
6 

Cars 
13 
35 
4 

16 

88 

10 
5 

2 

5 

Cars 
26 
1 

Cars 
37 

28 

7 

10 
35 

9 
4 

Cars 
22 

Louisiana 

25 

Mississippi 

3 

Second  early: 
Arkansas 

43 

46 

18 

Tennessee -_ 

70 

Intermediate: 

Kentucky .  

8 

Missouri 

12 

6 

Late: 

Michigan 

2 

All  other  2 _• 

1 

3 

4 

Total 

192 

178 

129 

133 

158 

1  Averages  adjusted. 

2  Includes  shipments  from  Florida,  Illinois,  Maryland,  North  Carolina,  and  Texas. 

Tennessee  supplies  about  44  per  cent  of  the  market's  carload 
needs,  and  the  combined  shipments  from  Louisiana,  Alabama,  and 
Arkansas  average  41  per  cent.  The  shipments  from  the  last-named 
States  are  divided  about  equally  among  them.  Kentucky,  Missouri, 
Mississippi,  and  Michigan  contribute  the  remainder  of  the  supply. 
(Fig.  50  and  Table  46.) 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP 


97 


STRAWBERRY  UNLOADS  AT  INDIANAPOLIS 
AVERAGE.  1923-1926 


*  Figure  50.— Tennessee,  Alabama,  Louisiana,  and  Arkansas  furnish  more  more  than  85  per  cent 
of  the  carload  needs  of  this  market.  The  carload  receipts  of  Indianapolis  have  averaged  158 
cars  during  the  1923-1926  period 

Table  46. — Shipments  of  strawberries  by  State  of  origin,  and  unloads  at  Indian- 

apolisy  average  1923-1926 


^■k^^                       state  of  origin 

Average  State 
shipments 

Average  unloads 
at  Indianapolis 

To  all 
points 

To 

Indian- 
apolis 

Tennessee... 

Cars 

2,268 

1,740 

490 

1,  331 

547 

1,198 

89 

289 

Per  cent 
3.09 
1.44 
4.49 
1.35 
1.46 

.60 
3.37 

.69 

Cars 

70 

25 

22 

18 

8 

6 

3 

2 

4 

Per  cent  i 
44.30 

Louisiana - 

15.82 

Alabama .  -  . 

13.93 

Arkansas .  .  . 

n.  39 

Kentucky 

5.06 

Missouri 

3.80 

1.90 

Michigan 

1.27 

All  other  * 

2.53 

Total 

7,952 

1.99 

158 

100.00 

Per  cent  adjusted. 

Includes  sbipmeiyts  from  Florida,  lUinojs,  Maryland,  North  Carolina,  and  Texas. 


LOUISIANA 

ALABAMA 

MISSISSIPPI 

ARKANSAS 

TENNESSEE 

KENTUCKY 

MISSOURI 

HOMEGROWN 


10     20 
JAN. 


10     20 
FEB. 


10     20 
MAR. 


10     20 
APR. 


10     20 
MAY 


10     20 
JUNE 


10     20 
JULY 


10     20 
AUG. 


Figure  51.— approximate  Time  Strawberries  were    Availabue    on 

INDIANAPOLIS   MARKET,    1926  SEASON 
The  strawberry  season  of  1926  at  the  Indianapolis  market  began  April  9  and  ended  June  18. 
95608°— 30 7 


98         TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 

During  1926,  Louisiana  strawberries  were  available  on  this  market 
April  9,  and  the  supply  was  continuous  from  that  date  until  the  season 
ended  on  June  18,  with  berries  from  Indiana.     (Fig.  51.) 

KANSAS  CITY 

The  receipts  of  strawberries  at  Kansas  City  averaged  151  cars  per 
year  from  1920  to  1926,  inclusive.  This  volume  was  equal  to  1,490,- 
000  quarts  and  represented  a  city  per  capita  supply  of  4.6  quarts. 
The  receipts  at  this  market  wotg  262  cars  during  1922.  That  year 
Arkansas  delivered  140  cars  to  this  market  or  nearly  double  the  usual 
shipments  to  Kansas  City  from  this  State.     (Table  47.) 


Table  47.- 

-Carload  unloads 

of  Strawberries  at  Kansas  City,  1920-1926 

Origin 

1920 

1921 

1922 

1923 

1924 

1926 

1926 

Average  i 

Early  crop: 

Louisiana  

Cars 
26 

Cars 
33 

Cars 

hi 

Cars 

49 
6 

48 
5 

16 

5 

Cars 

50 

9 

73 

1 

7 
6 

Cars 
32 

5 

49 

Cars 
41 

59 

Cars 
41 

Texas .-. 

4 

Second  early: 

Arkansas. 

38 

87 

140 
1 

57 

7 

71 

Tennessee 

1 

Intermediate: 

Missouri    .. 

4 

58 

58 

1 

17 

31 

All  other  2    

3 

Total 

68 

180 

262 

129 

146 

145 

124 

151 

1  Averages  adjusted. 

2  Includes  shipments  from  California,  Kansas,  Oklahoma,  Wisconsin,  and  Washington. 

Arkansas  supplies  about  47  per  cent  of  the  Kansas  City  carload 
receipts  of  strawberries,  and  the  combined  shipments  from  Louisiana 
and  Missouri  to  this  market  equal  about  the  same  quantity.  Texas 
and  Tennessee  make  a  few  shipments  to  this  market.  (Fig.  52  and 
Table  48.) 


STRAWBERRY  UNLOADS  AT  KANSAS  CITY 

AVERAGE,I920-I926 


Figure  52.— Carload  receipts  at  Kansas  City  average  the  smallest  among  the  18  large  markets 
included  in  this  review.    Near-by  production  is  available  for  this  market  to  a  considerable  extent 


I 


OEIGIN  AND  DISTRIBUTION,  STEAWBEBRY  CROP 


99 


Table  48. — Shipments  of  strawberries  by  State  of  origin,  and  unloads  at  Kansas 

City,  average  1920-1926 


Average  State  ship- 
ments 

state  of  origin 

To 
all  points 

To 

Kansas 
City 

Kansas  City 

Cars 
1,318 
1,627 
1,065 
31 
2,242 

Percent 
5.39 
2.69 
2.91 
12.90 
.04 

Cars 

71 

41 

31 

4 

1 

3 

Per  cent » 
47.02 

IvOuisiana                             

27.15 

Missouri                         -  

20.53 

2.65 

Tennessee                                            

.66 

All  other  2                         - - 

1.99 

Total                                                               

6,183 

2.44 

151 

ICO.  CO 

1  Per  cent  adjusted. 

2  Includes  shipments  from  California,  Kansas,  Oklahoma,  Wisconsin,  and  Washington.- 

Florida  strawberries  were  available  in  Kansas  City  January  26, 
1926,  and  the  strawberry  supply  was  continuous  from  that  date 
until  June  18.  (Fig.  53.)  Considerable  local  stock  is  grown  in  the 
vicinity  of  Kansas  City.     (Fig.  2.) 


FLORIDA 

LOUISIANA 

TEXAS 

ARKANSAS 

MISSOURI 


Figure   53. 


10     20 
JAN. 


10     20 
FEB. 


10     20 
MAR. 


10    20 
APR. 


10     20  10     20 

MAY  JUNE 


10    20 
JULY 


■0     20 
AUG. 


-APPROXIMATE     TIME     STRAWBERRIES     WERE    AVAILABLE    ON 

KANSAS  City  market,  1926  season 


The  early  supplies  at  Kansas  City  during  1926  were  received  from  Florida  in  less-than-carload 

shipments. 

FIFTY-ONE  SECONDARY  MARKETS 

Although  the  40  markets  shown  in  Figures  54  and  55  are  not  so 
important  in  volume  of  consumption  as  are  the  18  which  have  been 
discussed,  they  are  a  considerable  factor  in  the  carload-distribution 
scheme  inasmuch  as  they  are  prospective  outlets  for  strawberries 
in  carload  quantities.  A  consideration  of  the  possibilities  for  a 
sale  on  these  markets  is  often  advisable  when  making  a  decision  as 
to  where  to  place  a  shipment. 

Table  14  includes  data  regarding  sources  and  volume  of  supply, 
wdth  dates  received,  on  69  strawberry  markets.  This  distribution 
is  illustrated  in  Figures  20  to  55,  inclusive,  for  58  of  these  markets. 
The  1 1  markets  not  included  in  the  illustrations  but  which  reported 
carload  receipts  during  the  season,  together  with  number  of  ship- 
ments, are  as  follows:  Bethlehem,  Pa.,  1;  Birmingham,  Ala.,  16; 
Johnstown,  Pa.,  3;  Lexington,  Ky.,  4;  Norfolk,  Va.,  19;  Portland, 
Oreg.,  6;  Richmond,  Va.,  1;  San  Antonio,  Tex.,  3;  Seattle,  Wash., 
24;  Spokane,  Wash.,  4;  Terre  Haute,  Ind.,  8. 


100       TECHNICAL  BULLETIN  180,  tJ.  S.  DEPT.  OF  AGRICULTURE 


•  Point  of  origin  (volunne  not  considered) 


■^  Indicates  market 


FIGURE    54.— CARLOAD    UNLOADS    OF    STRAWBERRIES    AT    32    MARKETS    BY 
STATES  OF   ORIGIN.    1926    SEASON 


These  cities  represent  32  prospective  carload-strawberry  markets. 


ORIGIN  AND  DISTRIBUTION,  STRAWBERRY  CROP  101 


I 


•  Point  of  origin  (volume  not  considered  ) 


•^  indicates  market 


FIGURE    55.— CARLOAD    UNLOADS    OF    STRAWBERRIES    AT    8     MARKETS     BY 
STATES  OF  ORIGIN.    1926   SEASON 

Each  of  the  important  shipping  districts  uses  one  or  more  of  these  markets  as  an  outlet  for  a  portion 

of  its  crop. 

COST  PER  QUART  FOR  TRANSPORTATION  OF  STRAWBERRIES 


The  cost  of  delivery  of  strawberries,  whether  by  truck  to  near-by 
points  or  by  rail  to  more  distant  markets,  is  an  important  item  in 
the  marketing  scheme  of  this  commodity.  Table  49  (illustrated  in 
figs.  56  and  57)  has  been  compiled  to  show  the  estimated  cost  per 
quart  for  delivery  by  rail  to  each  of  10  important  markets  from  a 
point  in  each  of  the  large  shipping  districts.  The  minimum  carload 
freight  or  express  rate  was  used  for  computing  cost  in  each  case. 
Carloads  were  reduced  to  quart  equivalents  on  the  basis  of  24  pounds 

Table  49. — Estimated  cost  in  cents  per  quart  for  transportation  of  strawberries 
from  point  of  origin  to  10  markets  ^ 


To  Boston 

To  Buffalo 

To  Chicago 

To  Cleveland 

To  Detroit 

Shipping  point 

Freight 

Express 

Freight 

Express 

Freight 

Express 

Freight 

Express 

Freight 

Express 

Castleberry,  Ala 

5.0 

8.3 

3.3 

6.8 

2.7 

5.8 

3.2 

6.3 

3.3 

6.3 

Dayton,  Tenn 

4.6 

6.7 

3.0 

5.5 

2.9 

4.4 

2.9 

4.8 

3.0 

4.6 

Franklin,  Ky 

3.9 

6.3 

2.3 

5.0 

2.2 

3.7 

2.2 

4.4 

2.3 

4.1 

Hammond,  La 

5.0 

5.9 

3.4 

5.1 

2.7 

3.9 

3.2 

4.7 

3.3 

4.9 

Humboldt,  Tenn 

4.3 

5.0 

2.7 

4.2 

2.0 

3.0 

2.5 

3.8 

2.5 

3.9 

Judsonia,  Ark 

5.5 

5.2 

4.4 

4.5 

2.8 

3.3 

4.0 

4.3 

4.0 

4.3 

Lawtey,  Fla 

8.8 

7.8 

8.5 

7.4 

5.3 

6.9 

5.3 

7.3 

5.3 

7.6 

Marion,  Md 

3.3 

4.2 

3.4 

4.6 

5.1 

6.1 

3.9 

4.7 

4.1 

5.6 

Monett,  Mo 

5.5 

5.2 

4.5 

4.9 

2.5 

3.6 

4.2 

4.7 

4.1 

4.5 

Port  Norfolk,  Va.... 

2.2 

4.6 

3.5 

4.7 

5.0 

6.0 

4.0 

4.8 

4.0 

5.6 

Selbyville,  Del 

3.3 

4.1 

3.4 

4.6 

5.1 

6.1 

3.9 

4.7 

4.1 

5.6 

Wallace,  N.  C 

4.5 

5.8 

3.5 

5.8 

3.9 

6.7 

3.8 

5.8 

3.9 

6.5 

'  Based  upon  published  minimum  carload  freight  and  express  rates  including  refrigeration  charge. 
Minimum  carload  from  15,000  to  17,000  pounds.  Eighty  per  cent  of  freight-refrigeration  charge  used  to 
compute  express  cost  when  not  specified  in  express  rate.  Since  freight  and  express  rates  are  frequently 
changed,  the  figures  represented  can  have  no  standing  in  adjusting  claims  against  carriers. 


102      TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICXJLTTJRE 

Table  49. — Estimated  cost  in  cents  per  quart  for  transportation  of  strawberries 
from  point  of  origin  to  10  markets — Continued 


Shipping  point 

To  Kansas  City 

To  Minneapolis 

To  New  York 

To  Philadelphia 

To  Pittsburgh 

Freight 

Express 

Freight 

Express 

Freight 

Express 

1 
Freight  Express 

Freight 

Express 

Castleberry,  Ala 

Dayton,  Tenn. 

Franklin,  Ky 

Hammond,  La 

Humboldt,  Tenn 

Judsonia,  Ark 

Lawtey,  Fla._ 

Marion,  Md 

Monett,  Mo. 

Port  Norfolk,  Va.... 

Selbyville,  Del. 

Wallace,  N.  C 

3.4 
3.4 
3.1 
3.3 
2.8 
2.3 
5.6 
7.1 
1.6 
5.8 
6.9 
5.2 

7.0 

5.8 
5.8 
4.3 
3.8 
3.0 
8.3 
9.4 
2.3 
7.9 
8.4 
8.6 

3.7 
3.4 
3.2 
3.6 
3.1 
3.2 
5.8 
6.8 
2.7 
6.6 
6.8 
5.2 

7.3 
6.1 
5.7 
7.6 
5.6 
6.1 
9.3 
9.6 
6.3 
8.2 
8.6 
9.0 

4.7 
4.4 
3.6 

4.7 
4.0 
5.3 
7.5 
2.7 
5.4 
2.2 
2.7 
3.0 

7.5 
6.1 
5.7 
5.4 
5.0 
4.8 
7.0 
3.2 
5.2 
3.9 
3.2 
5.2 

4.6 
4.2 
3.5 
4.6 
3.9 
5.2 
7.2 
2.3 
5.3 
2.2 
2.3 
3.0 

7.2 
5.8 
5.3 
5.4 
5.0 
4.S 
6.5 
2.5 
5.2 
3.4 
2.4 
4.5 

3.2 
2.8 
2.3 
3,3 
2.7 
4.4 
7.6 
3.2 
4.5 
3.3 
3.2 
3.8 

6.5 
5.0 
4.6 
5.1 
4.2 
4.3 
7.3 
4.2 
4.7 
4.3 
4.2 
5.4 

<tLBvyiL.Le 

iAR\ON 

OBT  NORFOLK 


COST  OF  EXPRESS 
COST  or Fff EIGHT 


FIGURE  56.— Estimated  Transportation  Cost  Per  Quart  of  Straw- 
berries From  Point  of  Origin 

The  station  named  is  the  most  important  market  center  in  each  of  the  principal  strawberry 
districts.    These  costs  are  merely  estimates  and  should  be  used  only  as  an  index  for  comparison. 


ORIGIN  AND  DISTKIBUTION,  STRAWBERRY  CROP 


103 


FIGURE  57. — Estimated  Transportation  cost  Per  Quart  of  Strawberries 

From  Point  of  Origin 

The  station  named  is  the  most  important  market  center  in  each  of  the  principal  strawberry  districts. 
These  costs  are  merely  estimates  and  should  be  used  only  as  an  index  for  comparison. 

per  24-pin t  crate,  25  pounds  per  IG-quart  crate,  4o  pounds  per  24- 
quart  crate,  and  63  pounds  per  32-quart  crate.  The  icing  charge 
was  added  to  the  transportation  charge,  and  the  total  was  divided 
by  the  number  of  quarts  per  car.  In  certain  cases  the  express-tariff 
schedules  do  not  give  the  exact  icing  charge,  but  state  that  the  charge 
will  be  at  ''cost."  In  such  instances,  80  per  cent  of  the  freight- 
schedule  icing  charge  between  the  points  involved  was  used  as  an 
estimate  of  this  cost.  Actual  cost  of  delivery  will  vary  to  some 
extent  from  the  estimates  in  this  table  because  of  the  differences 
in  the  detail  of  the  conditions  under  which  shipments  are  made. 


104      TECHNICAL  BULLETIN  180,  U.  S.  DEPT.  OF  AGRICULTURE 

CONCLUSIONS 

The  strawberry  is  adapted  to  practically  all  tilled  sections  of  the 
United  States.  It  is  an  earlj;  cash  crop  for  each  locality  in  which  it  is 
grown.  In  general,  each  village,  town,  and  city  is  a  prospective 
market  for  a  limited  quantity  of  strawberries.  They  can  be  grown 
successfully  in  small  ''patches"  to  supply  local  demands,  or  on  a  more 
extensive  scale  to  meet  the  larger  market  requirements. 

The  strawberry  must  be  considered  as  a  delicacy  at  all  times,  and, 
as  such,  the  consumer  must  be  tempted  by  quality  and  appearance  to 
use  them,  as  necessity  will  never  influence  the  demand  for  production. 
A  imited  effort  by  the  industry  as  a  whole  to  deliver  to  the  consumer 
at  all  times  well-graded  stock  in  prime  condition  should  tend  to  in- 
crease consumption,  which  is  the  main  basis  for  expansion  of  the 
industry. 

That  part  of  the  industry  located  in  the  early-crop  and  second- 
early-crop  districts  is  favored,  from  a  marketing  viewpoint,  inasmuch 
as  its  production  reaches  the  northern  markets  during  the  winter  and 
early  spring  months  when  fresh  home-grown  strawberries  are  not  in 
season  in  that  latitude.  Owing  to  lack  of  competition  at  this  season, 
prices  are  usually  comparatively  high,  and  consumption  is  limited 
accordingly.  These  early  districts  made  a  greater  percentage  of  in- 
crease in  acreage  during  the  7-year  period  than  did  the  other  produc- 
ing districts,  which  indicates  an  increased  consumption  for  this  early 
production.  To  what  extent  this  early  production  can  be  increased 
and  still  maintain  satisfactory  sales  depends  in  a  measure  upon  the 
general  prosperity  of  the  country. 

The  largest  production  of  strawberries  during  the  7-year  period 
occurred  in  1924.  The  marketing  of  this  crop  resulted  in  a  sea,son  of 
comparatively  low  prices,  and  a  general  reduction  in  cultivated 
acreages  occurred  during  the  following  year.  The  conditions  of  the 
1924  season  are  worthy  of  the  attention  of  all  sections  interested  in  the 
strawberry  industry.  As  the  greater  part  of  the  volume  of  market- 
strawberry  production  is  grown  in  the  intermediate-crop  districts, 
these  are  essentially  more  interested  in  the  prospective  volume  of 
production  than  are  the  other  districts;  consequently,  all  contem- 
plated increases  in  acreage  for  these  sections  should  be  governed  by 
discretion. 

The  late  crop  is  grown  principally  in  the  areas  in  which  the  con- 
suming centers  are  located,  and  as  only  a  small  percentage  of  the  crop 
is  moved  by  rail,  these  producers  can  use  local  markets  mainly  as  a 
gage  for  measuring  production. 

The  presentations  in  this  bulletin,  although  not  complete  in  all 
details,  furnish  a  fairly  accurate  picture  of  the  strawberry  industry  of 
the  United  States  during  the  1920-1926  period.  With  this  informa- 
tion as  a  background,  the  reader  will  be  better  equipped  to  interpret 
the  current  seasonal  information  on  present-day  conditions  as  they 
affect  his  individual  problems. 


U.  S.  GCVERNMENT   PRINTING   OFFICE:  1330 


ORGANIZATION  OF  THE 
UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 

May,  1930 


Secretary  of  Agriculture...- Arthur  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension C.  W.  Warburton. 

Director  of  Personnel  and  Business  Adminis- 
tration    W.  W.  Stockberger. 

Director  of  Information M.  S.  Eisenhower. 

Solicitor E.  L.   Marshall. 

Weather  Bureau Charles  F.   Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dairy  Industry O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology ^__  C.  L.   Marlatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  Chief. 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief. 

Plant  Quarantine  and  Control  Administration.  Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Food,  Drug,  and  Insecticide  Administration.  Walter  G.  Campbell,  Director  of 

Regulatory  Work,  in  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Barnett,  Librarian. 


This  bulletin  is  a  contribution  from 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Division  of  Fruits  and  Vegetables Wells     A.     Sherman,     Principal 

,     Marketing  Specialist,  in  Charge. 


k 


Technical  Bulletin  No.  179 


May,  1930 


COOPERATIVE  MARKETING 
OF  FLUID  MILK 


BY 


HUTZEL  METZGER 

Senior  Agricultural  Economist,  Division  of  Cooperative  Marketing 
Bureau  of  Agricultural  Economics 


United  States  Department  of  Agriculture,  Washington,  D.  C. 


MIIIMIinilllllMIIIIII]IIIIIIMIIIIIIlllllllllllllllllllllllllllLJtlAIIJI|llllllinilllllllini]iiiMiiiniiiiiii]iiiiii]iiiiiiiiiMiiii|gnTt 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  C. 


Price  20  cents 


Technical  Bulletin  No.  179 


May,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


COOPERATIVE  MARKETING  OF 
FLUID  MILK 

By  HuTZEL  Metzger 

Senior  Affriomltural  Economist,  Division  of  Cooperative  Marketing,^  Bureau  of 

Agricultural  Economics 


CONTENTS 


Introduction.- 

Development  of  milk-marketing  associations- 
Cooperatives  of  the  Philadelphia  milk 
shed 

Development  in  the  New  York  milk 
shed 

Development  in  other  sections.. 

Chicago  milk-producers'  strike.- 

Other  strikes  follow 

Influence  of  United  States  Food  Adminis- 
tration  

Legality  of  associations  questioned 

The  Capper-Volstead  Act 

Present  status  of  fluid-milk  cooperatives. 
Types  of  associations... 

Bargaining  associations 

Operating  or  marketing  associations 

Organization  of  milk-marketing  associations. 

Pooling  practices... 

Financing  milk  cooperatives 

Sources  of  capital  for  ciirrent  operating 


Page 
Seasonal  variation  and   production  control 

plans 29 

The  basic  surplus  plan 31 

The  contract  plan... ._  38 

The  plans  compared. 45 

Price  policies  and  plans 46 

Price  methods  of  some  individual  cooper- 
ative associations _  51 

Some  representative  associations... _  60 

Dairymen's  League  Cooperative  Associa- 
tion (Inc.) 60 

Maryland  State  Dairymen's  Association.  63 
The  Inter-State  Milk  Producers'  Asso- 
ciation  69 

Connecticut    Milk    Producers'    Associa- 
tion  73 

The  Dairymen's  Cooperative  Sales  Co.._  75 

Cooperative  Pure  Milk  Association 79 

Twin  City  Milk  Producers  Association.,  81 

California  Milk  Producers  Association 84 

National  Cooperative  Milk  Producers  Feder- 
ation  86 

Appendix-- 88 


INTRODUCTION 

Fluid-milk  marketing  associations  marketed  approximately  two- 
fifths  of  the  milk  sold  in  the  United  States  during  1928.  This  milk 
had  a  value  of  more  than  $325,000,000.  The  rapid  growth  of  coopera- 
tive milk-marketing  associations  began  during  the  World  War. 
Much  of  the  time  since  1920  has  been  spent  in  strengthening  and 
perfecting  the  associations  already  organized. 

Economic  forces  assert  themselves  quickly  in  the  fluid-mill^  mar- 
ket. The  fluid-milk  cooperative  that  neglects  economic  laws  finds 
itself  in  difficulties.  This  fact  has  been  important  in  placing  these 
associations  among  the  most  efficient  cooperative  organizations. 

In  delimiting  their  fields  of  operation  these  associations  have  had 
to  observe  economic  boundaries  rather  than  those  of  political  sub- 


^The  Division  of  Cooperative  Marketing  was  transferred  by  Executive  order  from  the 
U.  S.  Department  of  Agriculture  to  the  Federal  Farm  Board,  Oct.  1,  1929. 

95492"— 30 1  1 


2  TECHNICAL  BULLETIN    179,  U.  S.  DEPT.  OF  AGRICULTURE 

divisions.  Each  milk  shed  has  problems  peculiar  to  its  market;  yet 
there  are  certain  interrelationsnips  and  similarities  among  them. 
Through  the  medium  of  cooperative  marketing,  milk  producers  near 
many  of  our  large  cities  have  been  brought  into  close  contact  with 
their  marketing  problems. 

A  study  of  fluid-milk  marketing  organizations  in  the  United 
States  was  completed  by  the  Division  of  Cooperative  Marketing  of 
the  Bureau  of  Agricultural  Economics  in  1929.  A  survey  was  made 
of  the  development  and  methods  of  operation  of  each  association  in 
its  particular  market  and  of  the  economic  conditions  under  which 
the  organization  operates.  Data  were  obtained  through  interviews 
with  officers  and  members  of  the  associations,  who  generously  opened 
their  records  and  gave  other  assistance  to  those  who  conducted  the 
study,  and  from  material  on  file  in  the  Division  of  Cooperative 
Marketing.  The  principal  findings  from  the  study  are  presented  in 
this  bulletin. 

DEVELOPMENT  OF  MILK-MARKETING  ASSOCIATIONS 

The  sale  and  distribution  of  fluid  milk  by  the  producer  to  the  con- 
sumer was  one  of  the  earliest  forms  of  fluid-milk  marketing  and  is 
still  the  practice  in  many  of  the  smaller  towns.  With  the  growth 
of  the  cities,  each  farmer  could  not  so  well  have  personal  contact 
with  his  customers,  and  the  practice  of  selling  his  milk  to  a  dis- 
tributor grew  up.  Moreover,  sanitary  regulations  in  some  cities 
made  necessary  a  greater  investment  and  the  purchase  of  more 
elaborate  equipment  than  was  profitable  for  a  small  family  business. 

In  almost  every  city  many  of  these  small  distributors  began  to 
operate,  each  with  a  business  somewhat  larger  than  the  family  unit, 
but  not  distributing  a  large  proportion  of  the  total  supply.  Gradu- 
ally the  more  efficient  increased  their  business,  and  consolidations 
took  place.  At  present  there  are  many  cities  in  which  one  distributor 
sells  more  than  half  of  the  milk  marketed. 

The  object  which  the  producers  had  in  mind  in  forming  most  of 
the  earlier  cooperative-marketing  associations  was  the  retail  distri- 
bution of  milk.  They  felt  that  the  distributor  was  getting  more 
than  his  share  of  the  consumer's  dollar.  By  retailing  tne  milk  used 
for  fluid  consumption  and  processing  the  remainder,  they  reasoned 
that  they  would  not  only  receive  the  same  wholesale  price  that  they 
received  under  the  private-distributor  system  but  would  obtain  the 
distributors'  share  of  the  profits,  which  they  believed  to  be  exception- 
ally large. 

These  cooperative-marketing  associations,  which  were  established 
principally  in  the  small  or  medium-sized  cities,  operated  a  plant  and 
distributed  milk  on  regular  routes.  The  operations  were  usually  on 
a  small  scale,  and  milk  came  from  close-in  territory.  This  fact 
made  it  easy  for  the  producers,  who  were  as  a  rule  personally  ac- 
quainted, to  get  together  in  cooperative  effort  and  rendered  elaborate 
organization  unnecessary. 

In  other  cities,  particularly  the  larger  ones,  where  a  greater  amount 
of  capital  was  necessary  to  enter  the  distributing  business,  the  pro- 
ducers came  together  in  a  cooperative  organization  for  the  purpose 
of  determining  what  would  be  their  terms  of  sale  and  of  obtaining 


COOPERATIVE   MARKETING   OF   FLUID   MILK  3 

power  to  negotiate  with  the  distributors  as  to  prices.  This  type 
of  producers'  cooperative  organization  became  known  as  the  bargain- 
ing association.  It  owned  no  facilities  for  and  had  nothing  to  do 
with  physically  handling  the  milk.  Because  the  bargaining  associa- 
tion had  no  effective  method  of  enforcing  its  demand  in  case  the 
distributors  refused  to  accept  its  terms,  some  groups  of  producers, 
who  wished  to  wholesale  their  milk  but  not  distribute  it,  established 
facilities  for  receiving  the  milk  in  the  country  and  city.  They  con- 
stitute another  class  usually  termed  the  operating  or  marketing 
associations. 

The  growth  of  cooperative  fluid-milk  marketing  associations  pre- 
vious to  the  World  War  was  slow.  The  first  such  association  formed 
which  is  still  in  existence  and  reporting  to  the  United  States  De- 
partment of  Agriculture  was  formed  in  1882.  This  department  has 
record  of  only  4  such  associations  established  before  1900.  Three 
of  those  established  from  1900  to  1910  are  still  operating;  7  of  those 
established  from  1910  to  1915 ;  57  of  those  established  from  1915  to 
1920;  76  of  those  established  from  1920  to  1924;  and  12  of  those  es- 
tablished from  1925  to  1928.  Only  14  of  the  159  active  associations 
reporting  to  the  Department  of  Agriculture  were  established  prior  to 
1915;  the  large  growth  in  numbers  came  principally  in  the  10-year 
period  from  1915  to  1925.  Some  of  those  formed  since  1925  have 
been  formed  in  places  where  others  had  failed.  The  record  of  in- 
crease in  numbers  is  shown  in  Table  1. 

Table  1. — Cooperatwe  milk-marketmg  associations:  Period  of  organisation  and 

type 


Period  organized 

Retail  dis- 
tribution 

Wholesale 
distftbution 

Bargaining 

Total 

Cumulative 
total 

1880-1889 -- 

Number 
1 

1 

Number 

29 

48 

fi 

Number 

Number 
2 

2 
1 
2 

7 

57 
76 
12 

Number 

2 

1890-1899 

4 

1900-1904 

5 

1905-1909     -     

1 

3 

20 

14 

5 

7 

1910-1914-      

14 

1915-1919.      

8 

14 

1 

71 

1920-1924                           

147 

1925-1928 

159 

1 

Total                       

25 

91 

43 

159 

159 

Previous  to  1916,  cooperative  fluid-milk  marketing  on  a  large  scale 
had  gained  little  permanent  foothold.  It  had,  however,  laid  a  back- 
ground and  furnished  a  wealth  of  experience  as  a  foundation  upon 
which  some  of  the  later  associations  built.  In  the  New  York  milk 
shed,  for  instance,  several  associations  had  been  established  and  dis- 
appeared. Table  2  gives  the  names  of  a  number  of  associations  that 
were  built  up  around  different  cities  and  were  succeeded  by  others. 
In  a  few  cases  successors  were  hardly  more  than  changes  in  names ; 
in  others  they  were  new  associations  built  on  the  ruins  of  the  old. 
Often  the  names  of  leaders  and  enthusiastic  supporters  of  coopera- 
tion will  be  found  identified  with  every  association  formed  in  the 
shed.  To  these  men  who  carried  along  experiences  gained  from  as- 
sociation to  association,  or  passed  these  results  on  to  others,  and  en- 
abled the  present  associations  to  develop  on  a  firm  foundation,  belongs 


4  TECHNICAL  BULLETIN   179,  XT.  S.  DEPT.  OF  AGRICULTURE 

much  of  the  credit  for  the    successful    establishment    of    existing 
associations. 

Table  2. — Some  of  the  present  cooperative  milk^marketing   associations  and 
those  preceding  them  which  furnished  valuable  cooperative  experience 


Name  of  association 


Date 

of 

Principal 

organi- 

market 

zation 

1883 

Boston. 

1904 

Do. 

1904 

Do. 

1913 

Do. 

1917 

Do. 

1883 

New  York. 

1889 

Do. 

1898 

Do. 

1903 

Do. 

1907 

Do. 

1919 

Do. 

1883 

PhUadelphia. 

1887 

Do. 

1887 

Do. 

1896 

Do. 

1916 

Do. 

1899 

Baltimore. 

1909 

Do. 

1918 

Do. 

1889 

Pittsburgh. 

1894 

Do. 

1916 

Do. 

1918 

Do. 

1887 

Cleveland. 

1897 

Do. 

1919 

Do. 

1923 

Do. 

1916 

Columbus. 

1923 

Do. 

1917 

Cincinnati.. 

1923 

Do. 

1923 

Do. 

1887 

Chicago. 

1891 

Do. 

1897 

Do. 

1909 

Do. 

1918 

Do. 

1922 

Do. 

1924 

Do. 

1913 

St.  Louis. 

1921 

Do. 

1924 

Do. 

1925 

Do. 

1926 

Do. 

1928 

Do. 

Boston  Milk  Producers  Union 

Boston  Cooperative  Milk  Producers  Co 

New  England  Milk  Producers'  Association 

Do.i 

Do.2 

Orange  County  Producers 

Five  States  Milk  Producers  Union... 

Five  States  Milk  Producers  Association 

Cooperative  Creameries  Association. 

Dairymen's  League 

Dairymen's  League  Cooperative  Association  (Inc.) J 

Local  associations 

Dairymen's  Protective  Association  of  Pennsylvania  and  New  Jersey 

United  Milk  Producers  Association. 

Philadelphia  Milk  Shippers'  Union.. 

Inter-State  Milk  Producers'  Association 

United  Milk  Producers  Association 

Maryland  State  Dairymen's  Association 

Do.3. 

Milk  Producers  Union ..^ 

Milk  Producers  Association  of  Eastern  Ohio  and  Western  Pennsylvania 

Northeastern  Ohio  Milk  Producers  Association 

Dairymen's  Cooperative  Sales  Co 

Milk  Producers  Union. 

Northern  Ohio  Milk  Producers  Association 

Ohio  Farmers  Cooperative  Milk  Co 

Ohio  Farmers  Cooperative  Milk  Association 

Central  Producers  Co. 

Scioto  Valley  Cooperative  Milk  Producers'  Association 

Queen  City  Milk  Producers  Association 

Tri-State  Milk  Marketing  Association  (Inc.) 

Cooperative  Pure  Milk  Association  *. 

Milk  Shippers  Central  Union * 

Milk  Shippers  Association 

MUk  Shippers  Union 

Chicago  Milk  Producers  Association 

Milk  Producers  Cooperative  Marketing  Co 

The  Milk  Producers  Cooperative  Marketing  Co.* 

Pure  Milk  Association 

Southern  Illinois  Milk  Producers  Association 

Illinois- Missouri  Cooperative  Milk  Producers  Association 

Illinois-Missouri  Dairy  Co 

Illinois-Missouri  Cooperative  (Inc.) 

St.  Louis  Pure  Milk  Producers'  Association 

Do. « 


1  Reorganized  in  1913. 

2  Reorganized  in  1917. 

3  Began  functioning  as  a  milk-marketing  organization  in  1918. 
*  A  change  of  name  without  reorganization. 

«  Reorganized  in  1928. 


Some  of  these  earlier  organizations  were  bargaining  associations, 
but  more  often  they  were  of  the  marketing  type.  Among  those  pro- 
ducers who  to-day  have  years  of  experience  back  of  their  organization 
are  those  in  the  Philadelphia  and  New  York  milk  sheds.  If  the 
instilling  of  the  spirit  of  cooperation  into  any  group  of  agricultural 
producers  is  the  result  of  a  gradual  process  of  education  and  experi- 
ence, the  milk  producers  of  these  sheds  may  consider  themselves 
fortunate. 

COOPERATIVES  OF  THE  PHILADELPHIA  MILK  SHED 

Cooperation  in  milk  marketing  in  the  Philadelphia  milk  shed 
probably  began  during  the  period  from  1883  to  1885.     Between  1885 


COOPERATIVE   MARKETING    OF   FLUID   MILK  5 

and  1895,  five  cooperative  associations  were  formed  which  were 
federated  in  one  central  sales  organization  known  as  the  Dairymen's 
Protective  Association  of  Pennsylvania  and  New  Jersey.  Three  of 
these  were  known  as  the  Milk  Association  of  Pennsylvania,  Schuyl- 
kill Valley  Railroad  and  its  Tributaries;  the  North  Penn  Dairy- 
men's Protective  Association ;  and  the  Pennsylvania  Milk  Producers 
Association.  The  names  of  the  other  associations  are  not  now  defi- 
nitely known. 

The  Dairymen's  Protective  Association  of  Pennsylvania  and  New 
Jersey  acted  as  a  central  sales  organization  and  established  a  surplus 
by-product  manufacturing  plant  which  was  operated  during  the 
latter  part  of  the  period.  The  central  association  encountered  diffi- 
culties in  prorating  the  cost  of  manufacturing  the  surplus  to  the 
individual  organizations  so  loosely  federated. 

An  organization  known  as  the  United  Milk  Producers  Association 
was  formed  about  1887,  but  whether  this  was  a  separate  organization 
or  one  of  the  five  in  the  federation  can  not  be  definitely  ascertained. 

PHIIiADELPHIA    MILK    SHIPPEBS'    UNION 

About  1896  the  Philadelphia  Milk  Shippers'  Union  was  organized. 
It  was  reorganized  about  1 901 ;  locals  were  established,  and  the  union 
became  a  collective  bargaining  association  of  the  locals  throughout 
the  territory.  In  1910  the  name  was  changed  to  the  Inter-State  Milk 
Producers  Association,  but  the  territory  included  and  the  member- 
ship were  too  small  to  exert  great  influence  on  the  market.  The 
executive  committee  agreed  on  a  monthly  price  and  did  what  they 
could  in  conference  with  the  distributors,  to  secure  this  price  but, 
because  of  the  small  quantity  of  milk  that  they  contracted,  their 
bargaining  had  less  effect  than  if  a  larger  volume  had  been  under 
the  control  of  the  association.  The  association  had  practically  no 
dealings  with  the  large  distributors,  who  were  inclined  to  ignore  its 
existence.  Those  shipping  through  receiving  stations  were  in  no 
position  to  bargain,  since  they  would  probably  lose  their  market  to 
some  one  else. 

Most  of  the  bargaining  was  with  the  small  distributors,  much  of 
it  by  individuals  who  tried  to  base  their  prices  on  that  set  by  the 
association.  Distributors  bought  from  producers  outside  the  asso- 
ciation, and  there  was  no  uniform  price  throughout  the  territory. 
But  the  association  kept  alive  the  cooperative  idea,  represented  the 
farmers  in  their  relations  with  distributors,  and,  among  other  things, 
obtained  legislation  changing  the  standards  of  measurement  for  milk 
from  dry  to  liquid  measure. 

With  the  increase  in  the  general  level  of  prices  of  most  commodi- 
ties, following  the  outbreak  of  the  World  War  in  Europe,  the  price 
of  milk  failed  to  keep  pace.  The  efforts  of  willing  distributors  to 
increase  the  retail  prices  of  milk,  for  practically  a  15-year  period 
before  the  war  period,  had  always  been  met  by  a  strong  resistance 
on  the  part  of  the  public,  supported  by  the  public  press.  Produc- 
tion costs  mounted,  and  the  purchasing  power  of  milk  became 
smaller  and  smaller.  There  had  been  practically  no  increase  in  milk 
prices.  By  1916  there  was  widespread  agitation  because  of  these 
inequalities. 


6  TECHNICAL  BULLETIN   179,  IT.  S.  DEPT.  Ot  AGRtCITLTITRE 

A  special  committee  of  the  Pomona  Granges  of  Chester  and  Dela- 
ware Counties  was  appointed ;  meetings  were  held ;  and  the  old  pro- 
ducers' organization  was  expanded  to  take  in  new  territory  which 
formed  the  most  important  milk-shipping  districts.  Aided  by  the 
county  agent  of  Chester  County,  the  tentative  reorganization  plans 
were  presented  to  the  old  executive  committee  September  27,  1916, 
and  a  month  later  they  were  adopted. 

GOVEENOBS'    TEI-STATE    MILK    COMMISSION 

Continued  opposition  of  the  public  to  increased  prices  and  grow- 
ing losses  of  the  farmers  caused  the  governors  of  the  four  States  that 
supply  Philadelphia  to  appoint,  soon  afterwards,  the  so-called  gov- 
ernors' tri-State  milk  commission,  of  which  Clyde  L.  King,  of  the 
University  of  Pennsylvania,  was  made  chairman.  The  commission 
Avas  charged  with  the  investigation  of  the  whole  milk  marketing  sit- 
uation so  that  farmers,  distributors,  and  consumers  might  have  an 
authentic,  unbiased  report  on  the  status  of  milk  production  and  mar- 
keting in  the  Philadelphia  milk  shed. 

Immediate  results  of  the  investigation  were  such  as  to  convince 
the  distributors  and  consumers  that,  if  they  were  to  have  an  ade- 
quate milk  supply,  the  price  would  have  to  be  increased  to  a  point 
that  would  enable  the  farmer  to  produce  milk  and  remain  in  busi- 
ness. One  of  the  longer-time  effects  was  that  the  studies  and  work  of 
men  identified  with  the  commission  laid  an  economic  foundation 
upon  the  basis  of  which  the  association  has  functioned,  and  pro- 
vided a  means  by  which  differences  could  be  adjusted  and  business 
cooperation  could  be  accomplished  between  producers  and  dis- 
tributors. 

DEVELOPMENT  IN  THE  NEW  YORK  MILK  SHED 

The  background  of  experience  for  the  dairymen  of  the  New  York 
milk  shed  dates  from  about  the  same  time  that  cooperative  market- 
ing of  milk  began  in  Philadelphia.  In  fact,  an  attempt  was  made,  in 
1872  to  form  a  fluid-milk  marketing  association  of  producers  who 
shipped  milk  to  New  York.  A  2-day  meeting  was  held,  but  capital 
was  lacking,  and  no  one  seemed  willing  and  fitted  to  undertake  the 
management,  so  the  producers  went  home  without  any  definite  accom- 
plishment. 

DISTRIBUTORS   FORM    NEW   YORK    MILK   EXCHANGE 

The  New  York  distributors  formed  a  purchasing  association  in 
1882,  known  as  the  New  York  Milk  Exchange.  It  included  no  pro- 
ducers as  members.  Its  function  was  to  buy  milk  for  the  distribu- 
tors, on  a  commission  of  about  3  cents  per  100  pounds,  and  to  fix 
the  price  paid  to  producers.  Each  distributor  held  stock  in  the  ex- 
change. About  1891,  action  was  brought  against  the  exchange  on  the 
ground  that  it  was  a  combination  to  control  prices,  and  it  was  finally 
dissolved  in  1895.  Upon  its  dissolution  a  similar  organization  com- 
posed largely  of  the  membership  of  the  previous  exchange  and  known 
as  the  Consolidated  Milk  Exchange  (Ltd.)  was  formed.  Its  mem- 
bers discussed  the  value  instead  of  price  of  milk  at  their  meetings 
and,  on  the  basis  of  these  discussions,  prices  were  made  by  each  dis- 
tributor individually,  and  quotations  were  issued. 


COOPERATIVE  MARKETING  OF  FLUID   MILK  7 

.The  second  attempt  of  producers  to  get  together  was  in  Orange 
County,  N.  Y.,  in  1883.  The  fact  that  the  distributors  had  organized 
the  exchange  made  it  more  necessary  that  the  producers  have  some 
organization  to  represent  them  in  price  negotiations,  but  the  ex- 
change refused  to  recognize  the  producers'  association.  A  strike 
was  called,  which  so  decreased  supplies  that  the  exchange  agreed  to 
negotiations  that  resulted  in  a  price  agreement.  Within  two  years, 
however,  the  distributors  had  widened  their  milk  shed  so  that  they 
were  receiving  milk  from  outside  the  Orange  County  territory. 
This  essentially  broke  down  any  power  exercised  by  the  Orange 
County  producers. 

PEODUCERS  OF  FIVE  STATES  ORGANIZE 

Producers  then  began  to  talk  of  bringing  together  all  shippers, 
actual  or  potential,  to  the  New  York  City  market.  They  thought 
that  by  doing  this  they  could  regulate  prices.  Local  groups  were 
formed  in  New  York,  Connecticut,  Massachusetts,  New  Jersey,  and 
Pennsylvania.  They  thought  of  uniting  all  these  locals  into  a  cen- 
tral organization  to  be  known  as  the  Five  States  Milk  Producers 
Union,  which  was  to  enter  the  distributing  business  and  supply 
the  consumers.  The  central  organization  appears  never  to  have 
functioned  as  a  marketing  agency,  but  it  did  much  to  bring  the  local 
units  together. 

In  1898,  the  Five  States  Producers'  Association  succeeded  the  Five 
States  Milk  Producers  Union.  The  formation  of  the  Consolidated 
Milk  Exchange  and  the  activities  of  the  distributors  served  as  an 
incentive  to  hasten  its  formation.  Many  of  the  local  associations 
built  or  bought  creameries  which  were  operated  cooperatively.  A 
large  part  of  the  market  was  organized  locally,  but  the  central  organ- 
ization again  failed  to  function  as  a  sales  agency.  The  central 
organization  appears  to  have  existed  until  about  1907,  although  some- 
what inactive,  while  the  locals  continued  to  function  actively. 

About  1903  the  Orange  County  producers  organized  as  the  United 
Dairymen  and  attempted  to  sell  its  members'  milk,  but  it  was 
ignored  by  the  New  York  dealers.  A  grange  committee  tried  to 
negotiate  with  the  distributors  but  without  result. 

dairymen's  league  formed 

In  1907  the  grange  became  active  again  in  Orange  County.  Rep- 
resentatives from  that  and  near-by  counties  met  at  Middleton;  later 
in  the  year  the  Dairymen's  League  was  formed  and  incorporated 
under  the  laws  of  New  Jersey.  The  agreement  upon  organization 
was  that  the  association  should  function  when  it  had  secured  mem- 
bers owning  50,000  cows.  It  was  not  until  1910  that  this  goal  was 
reached.  The  membership  increased  during  the  next  few  years, 
but  the  attempts  on  the  part  of  the  association  to  confer  with  dis- 
tributors were  unsuccessful. 

By  1916,  costs  of  production  had  risen  so  much  more  than  the 
prices  of  milk  that  the  members  of  the  league  were  aroused  enough 
to  urge  action  on  the  part  of  their  organization. 

The  executive  committee  established  a  price  for  October  1,  1916, 
but  distributors  refused  to  pay  it.    A  strike,  which  lasted  two  weeks. 


8  TECHNICAL  BULLETIN    17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

was  called  and  was  finally  settled  by  distributors,  agreeing  to  pay  the 
price  asked.  Membership  grew  from  15,000  to  25,000  in  a  few 
months.  From  1917  to  1919,  prices  were  set  by  the  United  States 
Food  Administration.  When  the  Food  Administration  was  dis- 
banded, friction  between  producers  and  distributors  developed  again. 
The  producers'  asking  price  for  January,  1919,  was  40  cents  per  100 
pounds  over  the  amount  bid  by  the  distributors.  A  strike  lasting  18 
days  was  won  by  the  farmers.  Membership  had  increased  in  1919  to 
about  75,000. 

The  end  of  the  World  War,  and  its  attendant  shutting  off  of  de- 
mand from  European  markets,  left  a  large  surplus  of  milk  with  no 
method  of  caring  for  it.  It  was  decided  that  the  league,  which  up 
to  this  time  had  been  a  bargaining  association,  must  have  facilities 
for  handling  the  surplus.  The  Dairymen's  League  Cooperative  As- 
sociation (Inc.)  was  therefore  organized,  and  began  the  operation  of 
country  plants  in  April,  1920.  This  association  has  continued  its 
operation  to  the  present  time.  Its  status  is  discussed  later  in  this 
bulletin. 

DEVELOPMENT  IN  OTHER  SECTIONS 

The  history  of  many  other  associations  parallels,  to  a  considerable 
degree,  that  of  those  in  Philadelphia  and  New  York. 

Boston's  first  cooperative  association  was  started  about  1883,  and 
was  succeeded  by  others;  the  present  New  England  Milk  Producers 
Association  was  established  in  1917. 

Chicago  and  Cleveland  had  associations  operating  in  1887,  Pitts- 
burgh in  1889,  and  Baltimore  in  1899.  Most  of  these  were  weak 
and  rather  ineffective  as  marketing  organizations,  but  served  a  useful 
purpose  in  providing  the  producers  with  experience  along  coopera- 
tive lines. 

It  is  evident  that  the  cooperative  association  was  not  an  important 
factor  in  the  marketing  of  fluid  milk  previous  to  the  World  War. 
But  these  experiences  which  schooled  the  dairymen  in  thinking  and 
acting  cooperatively,  together  with  the  unfavorable  economic  situa- 
tion, and  the  Government's  part  in  food  control  during  the  World 
War,  were  the  major  factors  that  contributed  to  the  rise  and  develop- 
ment of  the  cooperative  marketing  of  fluid  milk. 

In  a  great  many  cities,  during  the  10  years  previous  to  1916,  there 
had  been  little  change  in  retail  prices  of  milk.  The  price  for  grade 
B  milk  on  delivery  routes  in  New  York,  prior  to  the  fall  of  1907,  was 
8  cents  per  quart.  In  Chicago  it  was  7  cents.  In  New  York  it  did 
not  exceed  9  cents,  or  in  Chicago,  8  cents,  at  any  time  prior  to  1916. 
(Fig.  1.)  The  consumers  had  been  accustomed,  for  years,  to  paying 
a  certain  price  for  milk  and  felt  that  any  increase  was  exorbitant. 
Efforts  of  producers  to  increase  the  price  were  always  met  with  a 
strong  resistance  on  the  part  of  the  public,  supported  by  the  public 
press. 

Prices  to  producers  under  these  circumstances  were  necessarily 
low,  but  as  long  as  prices  of  other  commodities  remained  low  also 
returns  were  sufficient  to  keep  plenty  of  dairymen  in  business.  An 
examination  of  Figure  2  reveals  how  nearly  a  composite  of  the  prices 
paid  producers  for  milk  in  Boston,  New  York,  and  Pittsburgh  fol- 
lowed those  of  other  commodities,  for  the  SO^year  period  1908  to 


COOPERATIVE   MARKETING  OP  FLUID  MILK 


9 


1927.  A  study  of  other  areas  shows  this  price  to  be  representative 
of  other  markets  over  any  appreciable  period  of  time.  Taking  the 
5-year  period  1910  to  1914  as  the  base  for  the  all-commodity  index 
number  and  for  calculating  relative  prices  of  milk,  the  figure  shows 
the  deviations  of  the  monthly  relative  price  of  milk  above  or  below 
the  monthly  index  number  of  all  commodities. 

For  the  period  1908  to  1912,  prices  of  milk  were  intermittently 
higher  and  lower  than  the  average  price  of  all  commodities,  but  on 
the  whole  for  that  period  they  averaged  5  points  lower  relatively  than 
the  average  of  all  commodities.  From  the  latter  part  of  1912  until 
near  the  end  of  1915  they  were  almost  invariably  higher  than  the 
level  of  all  commodities.  Any  prolonged  period  in  which  costs  are 
higher  than  prices  can  not  fail  to  bring  about  curtailment  of  supplies 
and  dissatisfaction  among  producers.  The  year  1916  further  showed 
a  wide  disparity  between  the  prices  of  milk  and  of  other  commodi- 


CENTS 
PER  QUART 


15 


10 


PRICE  OF  GRADE  B  MILK 

New  York  Clf,j 

Chicago 


.jl_J 


190!  1905  1910  1915  1920  1925 

Figure  1.— Average  Monthly  Prices  of  Milk  on  delivery  Routes  in 
New  York  City  and  Chicago,  1901-1927 

During  the  period  from  1901  to  1907,  there  was  little  change  in  retail  prices  in 
either  New  Yorlc  City  or  Chicago.  Prices  during  the  following  10-year  periods 
were  considerably  higher  and  showed  greater  variation. 

ties.  Milk  prices  in  the  latter  part  of  1916  were  more  than  30  points 
lower  than  all  commodities  relative  to  the  period  1910  to  1914,  and 
they  dropped  still  lower  in  the  spring  of  1917,  with  no  relief  in 
sight.  The  point  was  actually  reached  at  which  prices  of  milk  had 
to  go  up  or  many  farmers  would  necessarily  stop  producing. 

The  farmers  naturally  turned  to  any  existing  cooperative  market- 
ing associations  to  represent  them  in  getting  higher  prices.  Pro- 
ducers for  the  Chicago,  New  York,  and  Boston  markets  appear  to 
have  been  among  the  earlier  ones  to  take  up  the  fight  actively.  The 
results  of  organized  labor  in  securing  higher  wages  served  as  an 
example  of  accomplishments  from  organization,  and  it  is  but  natural 
that  milk  producers  thought  of  the  strike  as  a  method  of  enforcing 
their  demands.  Local  groups  began  to  be  organized,  and  old  associa- 
tions were  revived.  Especial  interest  in  marketing  fluid  milk  was 
shown  around  the  large  cities,  and  active  membership  in  many  asso- 
ciations increased  rapidly. 


10         TECHNICAL  BtJLLETm   179,  XT.  S.  DEPT.  OP  AGRICULTURE 


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COOPERATIVE   MARKETING   OF   FLUID   MILK  11 

CHICAGO  MILK-PRODUCERS'  STRIKE 

The  producers  of  the  Chicago  district,  organized  under  the  name 
Chicago  Milk  Producers  Association,  were  the  first  to  take  up  active 
opposition  against  the  distributors  in  favor  of  higher  prices. 
,  In  the  spring  of  1916  the  producers  asked  $1.55  per  100  pounds  for 
3.5  per  cent  milk.  On  April  1,  1916,  there  were  about  13,000  pro- 
ducers supplying  milk  to  Chicago,  about  2,600  of  whom  were  mem- 
bers of  the  Chicago  Milk  Producers  Association.  This  association 
estimated  that  52  per  cent  of  the  townships  were  about  70  per  cent 
organized.  Over  65  per  cent  of  the  farms  were  operated  by  tenants, 
and  56  per  cent  of  the  producers  were  foreign  born. 

The  producers'  asking  price  of  $1.55  per  100  pounds  for  3.5  per 
cent  milk  was  an  increase  over  the  price  for  the  previous  year.  The 
distributors  offered  $1.33i/^  per  100  pounds.  The  producers  with- 
held the  milk ;  in  about  a  week  the  producers'  price  was  granted,  and 
the  strike  was  ended. 

The  Chicago  strike  spread  to  southern  Illinois,  where  a  price  of 
$1.40  for  3.5  per  cent  milk  in  the  St.  Louis  district  was  asked.  The 
distributors  fixed  $1.30  as  their  maximum.  "After  a  few  weeks  the 
strike  was  called  off,  although  the  producers'  demands  had  not  been 
met.  This  strike  failed  because  these  producers  were  unable  to 
restrict  the  supply  enough  to  enforce  their  demands.  Many  of  the 
producers  failed  to  hold  their  milk  after  a  few  days,  and  the  distribu- 
tors were  able  to  procure  an  ample  supply  of  milk  in  the  condensery 
districts  just  outside  the  regular  fluid-milk  shed  and  some  from 
greater  distances. 

OTHER    STRIKES    FOLLOW 

In  September,  1916,  rumors  of  the  success  of  the  organized  dairy- 
men in  other  cities  began  to  reach  members  of  the  Dairymen's  League, 
and  a  leader  of  the  Chicago  dairymen  was  invited  to  New  York 
Statue.  He  aided  the  league  in  arousing  enthusiasm,  and  a  price  of 
$2.05  per  100  pounds  for  3  per  cent  milk  was  announced  for  October. 
On  September  30  the  league  notified  its  members  not  to  make 
deliveries  unless  notified  to  do  so.  A  14-day  strike  followed,  during 
w^hich  milk  was  shipped  from  the  Chicago,  Indianapolis,  Cleveland, 
Philadelphia,  and  Boston  milk  sheds  and  from  points  in  Maine  and 
Canada.  After  two  months,  distributors  handling  65  per  cent  of 
the  milk  were  reported  to  have  met  the  league  price;  the  other  dis- 
tributors gradually  fell  in  line,  and  the  strike  was  at  an  end. 

In  the  Boston  milk  shed,  a  strike  was  called  by  the  New  England 
Milk  Producers'  Association  on  October  1,  1916;  the  association 
asked  for  a  price  of  50  cents  per  8^2 -quart  can.  The  strike  lasted 
about  6  weeks  before  the  distributors  met  the  demands  of  the  associa- 
tion. 

A  milk  strike  was  ordered  for  October  20,  1916,  in  Pittsburgh,  but 
was  called  off.  On  August  1,  1917,  producers  asked  $2.80  per  100 
pounds  for  3.5  per  cent  milk  and  7.6  cents  for  each  additional  point 
of  butterfat  f.  o  b.  shipping  point  for  all  Ohio  milk,  while  local  pro- 
ducers asked  $3.48  per  100  pounds  f .  o.  b.  the  city.  The  distributors 
offered  $2.60  per  100  pounds  f.  o.  b.  shipping  point,  with  4  cents  for 
each  point  above  3  per  cent  and  a  discount  pf  2  cents  for  each  point 


12  TECHNICAL  BULLETIN    17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

below  in  the  butterfat  test.  The  strike  lasted  through  August.  Then 
the  producers  agreed  to  accept,  for  a  limited  period,  $2.60  for  3.5  per 
cent  milk  with  a  5-cent  differential  for  each  point  of  variation  in 
butterfat  either  up  or  down.  The  retail  price  was  then  increased 
to  13  cents  per  quart. 

In  the  Cincinnati  milk  shed  locals  had  been  established,  and  men 
from  these  groups  began  meeting  together  by  October,  1916.  By 
January,  1917,  they  had  come  to  an  agreement  that  some  central 
organization  must  be  started  if  they  were  to  obtain  higher  prices. 
On  January  10,  1917,  they  asked  all  their  members  to  withhold  their 
milk.  The  city  health  department  was  not  in  sympathy  with  the 
strike  and  let  down  all  bars  as  to  requirements.  Many  distributors 
obtained  milk  from  any  possible  source,  maintained  no  butterfat 
standard,  and  employed  powdered  milk  for  making  milk  for  distribu- 
tion. When  the  strike  came  to  an  end,  it  had  resulted  in  a  heavy  cost 
to  both  distributors  and  the  association,  but  the  men  fighting  for  the 
establishment  of  a  cooperative  had  been  brought  together.  The  dis- 
tributors had  not  been  forced  to  meet  the  demands  of  the  producers, 
but  they  were  thoroughly  tired  of  the  opposition  and  anxious  that  it 
should  not  be  repeated. 

When  producers  and  distributors  came  together  the  following 
October  the  distributors  agreed  to  prices  asked  by  producers,  and 
the  leaders  agreed  to  use  their  influence  to  prevent  any  further  dis- 
turbance as  long  as  the  producers  were  treated  fairly. 

A  second  strike  in  the  New  York  milk  shed  occurred  in  1919  when 
the  league  prices  were  40  cents  over  the  prices  offered  by  the  distrib- 
utors. The  strike  was. won  by  the  producers  in  18  days,  at  which 
time  the  league  membership  was  reported  as  75,000,  or  about  its 
maximum  for  all  time  up  to  the  present. 

Although  the  strikes  which  occurred  from  1916  to  1920  were  fairly 
successful  in  obtaining  the  demands  of  the  producers,  their  effect  was 
only  temporary.  They  did,  however,  focus  public  attention  on  the 
question  of  the  milk  supplies  of  the  cities  and  on  the  fact  that  the 
producer  must,  on  th^  average,  receive  a  fair  return  for  his  produc- 
tion. They  also  hastened  the  necessary  increases  in  retail  prices. 
They  served  to  bring  producers  together  and  to  strengthen  the  co- 
operative associations  of  farmers  in  fluid-milk  areas.  Their  success- 
ful termination  was  in  considerable  part  due  to  the  fact  that  as 
prices  of  other  commodities  were  rising,  resistance  on  the  part  of  the 
consumers  to  increases  in  prices  of  milk  was  less. 

The  only  strike  of  significance  in  recent  years  was  that  of  the  Pure 
Milk  Association  of  Chicago,  which  occurred  in  1929.  A  fact-find- 
ing committee  representing  the  public  had  investigated  the  situation 
and  recommended  an  increase  in  milk  prices  to  producers  and,  if 
necessary,  to  consumers.  The  large  distributors  had  refused  to 
recognize  the  producers'  association  in  any  way.  The  producers 
stated  that  their  selling  price  for  milk  would  be  raised  January  1, 
1929,  from  $2.50  to  $2.85  per  100  pounds  for  3.5  per  cent  milk.  The 
distributors  posted  signs  at  their  plants  that  the  price  would  be 
$2.50.  From  about  January  18,  members  of  the  association  withheld 
their  milk.  An  agreement  was  reached  with  the  distributors  on 
January  22  to  submit  the  question  to  arbitration. 


COOPEKATIVE   MARKETING   OV   FLUID   MILK  13 

Clyde  L.  King,  of  Philadelphia,  who  was  selected  as  arbitrator, 
placed  the  price  at  $2.64  for  the  first  three  months  of  1929  and,  in 
addition,  ruled  that  the  distributors  were  to  pay  1  cent  per  100 
pounds  to  the  Pure  Milk  Association  on  all  milk  received,  and  were 
to  refuse  to  receive  milk  from  any  new  producers  who  were  not  mem- 
bers of  the  association.  Indications  are  that,  if  the  association  is 
managed  wisely,  the  results  of  this  plan  may  be  beneficial  to  both 
distributors  and  producers.  One  of  the  differences  between  this 
strike  and  those  which  occurred  in  Chicago  and  in  other  cities  in 
previous  years  was  the  fact  that  the  consumers  here  were  in  sympathy 
with  the  producers  and  favored  an  increase  in  prices. 

INFLUENCE  OF  UNITED  STATES  FOOD  ADMINISTRATION 

The  Federal  Food  Administration,  which  operated  from  1917  to 
1919,  let  it  be  known  early  that  it  preferred  to  deal  with  groups 
and  not  with  individuals.  Cooperative  associations  were  the  only 
representatives  of  groups  of  milk  producers.  The  administration 
was  anxious  to  keep  everybody  as  well  satisfied  as  possible  and  read- 
ily advised  distributors  to  acquiesce  in  producers'  demands  for 
prices,  when  such  demands  were  justified;  and  the  distributors  gave 
in  rather  than  oppose  the  Food  Administration.  Some  of  the  asso- 
ciations were  aided  considerably  in  establishing  proper  differentials 
between  the  primary  and  secondary  markets  by  the  fact  that  distrib- 
utors in  these  towns  obeyed  the  orders  of  the  Food  Administration. 
When  the  Federal  Food  Administration  ceased  to  function,  in  1919, 
a  few  distributors  tried  to  regain  their  old-time  position,  but  most  of 
them  accepted  the  new  order  of  things  which  in  most  cases,  was  as 
profitable  to  them  as  the  old.  The  action  of  the  Food  Administra- 
tion had  given  the  producers'  cooperative  organizations  a  foothold 
strong  enough,  in  the  majority  of  cases,  to  insure  its  permanent 
establishment. 

LEGALITY  OF  ASS0CLA.TI0NS   QUESTIONED 

Along  with  the  increases  in  prices  which  came  during  the  war  pe- 
riod the  right  of  the  producers  to  get  together  for  the  purpose  of 
naming  a  price  or  of  agreeing  with  distributors  as  to  the  prices  for  a 
particular  market  was  questioned  in  a  number  of  instances.  In  1917 
a  disagreement  between  the  Milk  Producers  Association  of  Chicago 
and  the  distributors  relative  to  prices  brought  in  the  Food  Adminis- 
tration, which  settled  the  dispute.  The  producers'  association  called 
a  meeting  with  the  intention  of  putting  into  effect  the  recommenda- 
tions of  the  Food  Administration.  The  State's  attorney  of  Cook 
County,  111.,  claimed  that  this  meeting  was  in  violation  of  the  State 
antitrust  act  and  filed  suit  to  criminally  prosecute  the  leaders  of  the 
association;  eight  directors  were  indicted.  Arrangements  were 
made  for  the  prosecution  to  be  delayed  during  the  war,  but  in  1919 
it  was  resumed,  and  the  men  were  given  a  jury  trial.  The  jurors 
were  city  men,  most  of  them  laboring  men  and  consumers  of  milk. 
A  verdict  of  "  not  guilty  "  was  rendered,  but  the  trial  cost  the  farm- 
ers of  the  district  an  immense  sum  and  was  highly  detrimental  to  th« 
morale  of  the  organization. 


14  TECHNICAL  BULLETIN    17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

In  1917  the  directors  of  the  Ohio  Farmers'  Cooperative  Milk  Co., 
which  supplied  milk  to  Cleveland,  Ohio,  were  suddenly  arrested  at 
night  under  charge  of  violating  the  Valentine  Antitrust  Act  of  Ohio. 
They  were  taken  to  the  county  jail  of  Cuyahoga  County,  and  were 
denied  the  right  of  bail  until  10  o'clock  the  next  morning,  when  their 
friends  obtained  their  release.  A  trial  resulted  in  a  verdict  of  not 
guilty. 

The  executive  committee  of  the  Twin  City .  Milk  Producers'  Asso- 
ciation in  Minneapolis  was  indicted  in  the  fall  of  1917  ^  on  the 
grounds  that  they  were  attempting  to  increase  and  fix  milk  prices. 
After  being  continued  for  about  two  years  the  case  was  brought  to 
trial  September  15,  1919;  the  jury  was  selected  and  then  dismissed 
while  the  attorneys  for  the  accused  men  argued  for  two  days  that 
the  case  should  not  be  brought  to  trial  since  there  was  really  no 
charge  against  the  men. 

The  case  was  dismissed  by  Judge  Leary  on  September  19,  1919. 
In  rendering  the  decision  he  said : 

The  corporation  entered  into  no  agreement  with  anybody  else,  any  person 
or  with  any  corporation  of  any  kind.  There  is  no  evidence  of  that  and  no 
offer  to  prove  that.  If  as  a  matter  of  fact  it  was  alleged  that  these  particular 
defendants  had  entered  into  a  combination  with  the  Clover  Leaf  or  the  Metro- 
politan Milk  Co.,  and  then  proof  should  be  offered  it  was  the  corporation  and 
that  the  corporation  controlled  the  milk  and  that  the  corporation  fixed  the 
price  I  think  then  the  point  might  be,  I  am  not  so  sure  but  what  the  indictment 
would  be  indefinite  even  then,  but  that  would  supply  an  element  that  is  abso- 
lutely necessary;  but  it  is  not  set  forth  in  the  form  of  the  indictment  and  is 
not  supported  by  any  evidence  in  the  case.  What  really  appears  here  as  near 
as  I  can  see  is  simply  this:  There  was  a  cooperative  corporation  formed,  and 
these  defendants  were  the  officials,  that  this  cooperative  corporation  fixed  the 
price  or  did  some  act  tending  to  fix  the  price  of  milk  in  the  city  of  Minneapolis, 
and  at  the  time  had  control  of  50  i)er  cent  of  the  milk  to  be  supplied  here. 
Now  that  is  about  all  there  is  in  this  claim  from  the  evidence  so  far  as  I  can 
see  now.  That  may  be  a  crime.  I  am  not  passing  upon  that.  It  is  not  charged 
at  least  that  it  is.  And  for  these  reasons  I  have  indicated  the  court  at  this 
time  sustains  the  objection. 

Attempts  at  prosecution  under  other  State  and  Federal  statutes 
were  also  made.  In  New  Orleans  a  small  group  of  producers  dis- 
agreed with  the  principal  distributor  of  that  city  concerning  the  pro- 
portionate share  which  the  producers  and  the  distributor  should  take 
in  a  price  cut.  The  producers  held  a  meeting,  and  the  Federal  dis- 
trict attorney  started  a  prosecution  against  them.  Other  associations 
came  to  their  assistance,  and  the  indictment  was  quashed. 

THE  CAPPER-VOLSTEAD  ACT 

These  various  prosecutions  were  a  disturbing  element  in  the  prog- 
ress of  the  fluid-milk  cooperative  associations.  Most  of  the  organi- 
zations do  not  follow  State  lines.  They  were,  therefore,  especially 
interested  in  obtaining  a  certain  degree  of  exemption  from  the  opera- 
tion of  the  Federal  antitrust  acts.     Such  legislation  has  been  accom- 

3  Anonymous,  case  against  t.  c.  m.  p.  a.  joci^cutivb  committee  dismissed.  Twin 
City  Milk  Producers  Bui,  3  (10):^.     1919, 


COOPERATIVE   MARKETING   OF   PLyiD   MILK  15 

plished  through  the  passage  of  the  Capper- Volstead  Act,^  and  to- 
day these  cooperatives  participate  frequently  in  conferences  and 
enter  into  agreements  for  which  hardly  a  decade  ago  they  would  have 
been  prosecuted.  In  spite  of  the  fact  that  they  were  given  this  ex- 
emption, they  have  not  unduly  enhanced  the  price  of  their  product 
to  the  consumer.     To  date  not  a  single  complaint  has  ever  been  filed. 

PRESENT  STATUS  OF  FLUID-MILK  COOPERATIVES 

In  1927,  the  159  fluid-milk  cooperative  associations  reporting  to 
the  Division  of  Cooperative  Marketing  are  estimated  to  have  mar- 
keted 11,000,000,000  pounds  of  milk,  which  is  approximately  40  per 
cent  of  the  milk  marketed  in  the  IJnited  States.  This  was  sold  for 
about  $325,000,000.  Of  this  amount,  bargaining  associations  received 
$185,000,000  and  operating  associations  $140,000,000.  This  includes 
only  milk  marketed  by  producers.  A  quantity  of  milk  approxi- 
mately equal  to  that  marketed  is  estimated  to  be  consumed  on  farms 
and  never  enters  the  market. 

These  associations  are  confined  largely  to  the  eastern  part  of  the 
United  States  and  the  northern  cities  of  the  Middle  West  and  the 
Pacific  coast.  Little  of  the  milk  in  the  South  is  marketed  coopera- 
tively. The  locations  of  the  various  associations  are  given  in  Fig- 
ure 3.  The  active  membership  of  these  associations  ranges  from  less 
than  100  to  over  40,000. 

The  Dairymen's  League  Cooperative  Association  (Inc.)  has  slightly 
over  71,000  contracts  on  its  records,  but  has  only  about  41,000  par- 
ticipating members ;  that  is,  shippers  who  actually  sell  milk  through 
the  league  at  some  time  during  any  year.  The  changes  in  number  of 
contracts  on  record  ^e  shown  in  Table  3. 

3  The  Capper-Volstead  Act  became  a  law  on  February  18,  1922.  This  act  of  Congress 
was  passed  for  the  purpose  of  making  it  plain  that  producers  are  free  to  act  together 
along  normal  business  lines  in  the  collective  handling,  processing,  and  marketing  of 
their  agricultural  products,  with  respect  to  interstate  or  foreign  commerce.  Since  the 
passage  of  the  Capper-Volstead  Act  stock  and  nonstock  associations  of  producers  may  be 
formed  and  operated  without  violating  the  Federal  antitrust  laws.  In  order  for  an 
association  of  producers  to  obtain  the  benefits  of  the  Capper-Volstead  Act,  the  associa- 
tion must  meet  the  terms  and  conditions  of  that  act.  In  order  to  come  under  the  act, 
an  association  of  producers  must  be  operated  for  the  mutual  benefit  of  the  members 
thereof  as  such  producers.  The  association  must  not  deal  in  the  products  of  nonmem- 
bers  to  an  amount  greater  in  value  than  that  handled  by  it  for  members.  The  dividends 
on  the  stock  or  membership  capital  in  the  association  may  not  exceed  8  per  cent  a  year 
unless  each  member  of  the  association  is  restricted  to  one  vote  in  the  association.  If 
the  Secretary  of  Agriculture  is  of  the  opinion  that  an  association  has  unduly  enhanced 
the  price  of  the  product  it  is  engaged  in  marketing,  he  may  issue  a  complaint  against  the 
association,  requiring  it  "  to  show  cause  why  an  order  should  not  be  made  directing  it 
to  cease  and  desist  from  monopolization  or  restraint  of  trade."  If  an  association  fails 
to  comply  with  an  order  issued  by  the  Secretary  of  Agriculture  against  it,  the  order 
may  be  enforced  by  the  Department  of  Justice  in  the  proper  Federal  district  court. 


16  TECHNICAL  BULLETIN    17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

Table  3. — DaArymen's  League  Coopera-ti/ve  Association  (Inc.)  contracts:  Chcmges 
and  number  in  force,  1921-1928 


Contracts 

Year  beginning  Apr.  1 

At  begin- 
ning of 
year 

Received 

during 

year 

Total 

Canceled 

Total 
after  can- 
cellation 

1921 

Number 
160,843 
65,050 
64,251 
63,746 
64,635 
63,420 
66,383 
71,603 

Number 
17, 470 
9,837 
4,587 
5,116 
3,890 
5,079 
7,423 

Number 
68,313 
74,887 
68,838 
68,862 
68,525 
68,499 
73,806 

Number 
3,263 
10,636 
5,092 
4,227 
5,105 
2,116 
2,203 

Number 
65,050 
64  251 

1922 

1923 

63,746 
64,635 
63,420 
66,383 
71,603 

1924                 

1926       

1926 

1927 

1928 

Compiled  from  annual  reports  of  Dairymen's  League  Cooperative  Association  (Inc.)  and  appearing  in  the 
following  publication:  United  States  Department  of  Agriculture,  Bureau  of  Agricultural  Eco- 
nomics. MORE  MILK  PRODUCERS  IN  DAIRYMEN'S  LEAGUE.  U.  S.  Dept.  Agr.,  Bur.  AgT.  Econ.  Agr.  Coop. 
6:  332.     1928. 

1  May  1,  1921. 


FIGURE  3.— LOCATION  OF  MlLK-MARKETlNG  ASSOCIATIONS,    1929 

Milk-marketing  associations  have  been  organized  mostly  in  the  Eastern  States  and 
the  northern  cities  of  the  Middle  West  and  the  Pacific  coast.  Little  of  the  milk 
in  the  South  is  marketed  cooperatively. 

The  number  of  contracts  in  force  does  not  represent  the  number 
of  producers  actually  delivering  milk.  Some  of  these  may  be  start- 
ing out  in  milk  production,  or  may  be  discontinuing  it;  or  it  may 
not  be  definitely  known  whether  thejr  are  still  in  the  business  and 
have  not  canceled  their  contracts,  which  run  continuously  until  can- 
celed. For  that  reason  the  participating  membership  in  any  year 
runs  far  below  the  number  of  contracts  in  force.  This  fact  has  often 
led  to  confusion  in  interpreting  the  membership  data  published. 

The  New  England  Milk  Producers'  Association  and  the  Inter-State 
Milk  Producers'  Association  each  report  20,000  or  more  members. 
The  Dairymen's  Cooperative  Sales  Co.  of  Pittsburgh  and  the  Michi- 


COOPERATIVE   MARKETING  OF  FLUID  MILK 


17 


gan  Milk  Producers'  Association  of  Detroit  report  10,000  or  more 
members.  Forty  associations  reported  a  membership  of  500  or  more 
and  25  of  1,000  or  more.  The  approximate  membership  by  types  of 
associations  is  shown  in  Table  4. 

Table  4. — Milk  marketing  association»:  Type  and  membership,  1928 


Associations 

Membership  group 

Retail  dis- 
tribution 

Wholesale 
marketing 

Bargain- 
ing 

Total 

Cumula- 
tive total 

Under  100 

Number 
14 
4 
4 

Number 
41 
21 
15 
6 
3 
3 

Number 
5 
4 
11 
3 
2 
4 
1 
4 
1 
4 
4 

Number 

60 

29 

30 

9 

6 

7 

1 

5 

1 

6 

5 

Number 
60 

lOQ-199 

89 

20(M99 

119 

500-749 

128 

750-999 

1 

134 

1,000-1,999 

141 

2,000-2,999 •.-.-. 

142 

3,000-3,999 

1 

147 

4,0004,999 

148 

5,000-9,999  -   

1 

1 
1 

164 

10,000  and  over 

159 

Total 

25 

91 

43 

159 

159 

The  territory  over  which  one  of  these  associations  operates  may 
extend  400  miles  from  the  primary  market,  as  in  the  case  of  the 
Dairymen's  League  Cooperative  Association  (Inc.).  It  reaches  out 
almost  that  distance  in  the  Boston  milk  shed  and  a  similar  distance 
from  the  Philadelphia  market.  The  approximate  borders  of  the 
territories  in  which  the  various  associations  operate  are  shown  in 
Figure  4.  In  some  instances  the  territories  of  two  large  associations 
may  overlap  along  the  line  where  the  borders  of  the  sheds  meet,  and 
smaller  cooperatives  may  be  located  within  the  territory  from  which 
a  large-scale  cooperative  obtains  its  supply. 

TYPES  OF  ASSOCIATIONS 

The  cooperative  associations  fall  into  two  general  classes,  (1) 
bargaining  associations,  and  (2)  marketing  or  operating  associa- 
tions. The  location  of  these  associations,  by  types,  is  indicated  in 
Figure  2.  Many  modifications  and  combinations  of  these  are  found 
in  existing  associations. 

BARGAINING  ASSOCIATIONS 

The  typical  bargaining  association  is  one  which  operates  no  fa- 
cilities for  the  physical  handling  of  milk.  Originally  its  function  was 
to  act  as  a  broker  in  arranging  for  the  sale  of  the  members'  milk  to 
the  distributors.  That  still  is  its  most  important  work,  but  it  has 
taken  on  many  other  duties,  so  that  it  now  performs  a  variety  of 
economic  services  to  producers  and  distributors.  In  addition  to  rep- 
resenting the  producer  in  all  price  negotiations  for  the  sale  of  his 
milk,  it  may  guarantee  the  producer  that  he  will  receive  payment  for 
the  milk  in  case  the  distributor  fails,  for  any  cause  whatever,  to  make 
payment.  This  means  that  the  association  must  have  a  sufficient 
reserve  fund  so  that  it  can  meet  any  possible  loss  from  this  direction. 

95492°— 30-^ — 2  __ 


18         TECHNICAL  BTTLLETIN   17d,  XT.  S.  DElPT.  O^  AGRICULTURE 


COOPERATIVE   MARKETING   OF   FLUID   MILK  19 

It  also  means  that  the  association,  if  it  must  guarantee  payment, 
will  keep  more  carefully  investigated  the  kind  of  credit  risk  and  the 
financial  condition  of  a  particular  distributor,  or  will  require  him 
lo  give  a  bond  adequate  to  protect  the  association  and  its  members. 

Another  function  is  the  testing  of  milk  for  producers  or,  if  the 
distributor  does  his  own  testing,  the  association  may  maintain  check 
testers,  and  may  also  check  weights.  It  may  guarantee  a  market  for 
unplaced  milk ;  or  for  milk  the  usual  distributors  of  which  have  re- 
fused to  concede  a  price  in  line  with  the  rest  of  the  market.  If 
producers  are  paid  on  the  basis  of  the  individual  distributor's  pur- 
chases and  utilization,  the  association  can  adjust  the  supplies  of  the 
distributor  more  nearly  to  equalize  the  amount  of  surplus  that  each 
distributor  must  carry,  by  shifting  producers  from  one  distributor 
to  another.  It  can  regulate  seasonal  production  through  some  plan 
of  production  control  by  means  of  which  a  producer  who  has  a  rather 
even  supply  of  milk  throughout  the  year  will  receive  a  premium 
above  the  average  price,  and  the  one  whose  production  varies  widely 
will  be  penalized.  It  may  increase  the  consumption  of  milk  through 
dairy-council  work  with  schools  and  clubs  and  other  forms  of  adver- 
tising. Field  inspection  and  maintenance  and  improvement  of  qual- 
ity through  sanitary  requirements  and  standards  by  inspection  are 
other  services  that  may  be  rendered.  The  association  can  also  render 
a  valuable  service  to  producers  by  representing  them  publicly  when- 
ever occasion  demands,  such  as  in  securing  beneficial  legislation, 
tariff  adjustments,  and  more  favorable  transportation  rates. 

The  association  does  not  itself  receive  or  actually  handle  the  milk. 
It  ordinarily  does  not  pay  the  producer  for  his  milk;  the  check  is 
mailed  directly  by  the  distributor.  The  association  may  receive  its 
income  from  an  annual  membership  fee,  but  more  often  it  comes  from 
a  service  charge  on  the  basis  of  the  quantity  of  milk  sold. 

This  type  of  association  has  the  advantage  that  it  can  be  started 
with  a  relatively  small  amount  of  capital  and  can  be  conducted  for 
a  small  cost  per  unit  of  product  sold.  It  has  the  disadvantage  that, 
in  case  the  distributors  wish  to  ignore  the  association,  it  may  not  be 
able  to  bring  any  great  degree  of  pressure  to  bear  on  them  in  securing 
desired  adjustments  in  price  or  other  matters.  Through  the  pay- 
ment for  milk,  the  distributor  has  a  direct  contact  with  each  member 
and  therefore  with  a  possible  source  of  supply  in  case  of  difficulties 
with  the  association. 

But  the  association  may  render  such  services  in  securing  for  the 
distributor  an  adequate  supply  of  high-quality  milk  at  all  times  that 
the  distributor  may  be  unwilling  to  dispense  with  the  services  of  the 
association,  and  so  may  make  concessions.  Then  too,  a  producer 
who  has  thus  been  brought  in  closer  touch  with  his  market  is  more 
likely  to  adjust  his  production  so  that  he  can  secure  a  higher  average 
price ;  this  in  turn  aids  the  distributor  since  his  daily  supplies  will 
more  nearly  correspond  with  sales.  The  association  also  renders  the 
distributor  a  service  in  teaching  the  public  that  it  must  expect  to 
pay  a  reasonable  price  for  milk  and  to  give  the  distributor  an  ade- 
quate margin  if  it  is  to  secure  a  good  quality  of  milk  at  a  reasonable 
price.  For  these  services  the  distributors  should  be  willing  to  pay 
9,  considerable  sum  as  long  as  they  are  allowed  an  adequate  margin. 


20  TECHNICAL  BULLETIN   179,  U.  S.  DEPT.  OF  AGRICULTURE 

Many  of  the  fluid-milk  associations  are  of  the  bargaining  type,  as 
those  supplying  Boston,  Hartford,  and  other  Connecticut  cities, 
Philadelphia,  Pittsburgh,  Baltimore,  and  Washington.  This  type 
tends  to  be  adapted  to  milk  sheds  located  in  a  more  or  less  deficit 
area.  Its  effectiveness  may  be  considerably  increased  if  it  has  re- 
serve funds  large  enough  to  enable  it  to  change  to  an  operating  or 
marketing  association  within  a  short  period  of  time. 

OPERATING  OR  MARKETING  ASSOCIATIONS 

The  terms  "  operating  "  or  "  marketing  "  associations  are  applied 
to  all  associations  that  actually  handle  all  or  a  part  of  the  milk  and 
operate  physical  handling  facilities.  They  may  perform  all  the 
functions  of  bargaining  associations,  as  well  as  handle  milk  and 
manufacture  and  sell  milk  products. 

These  associations  might  be  further  subdivided  into  (1)  those  that 
own  all  country  receiving  facilities  and  sell  at  wholesale  only,  manu- 
facturing the  surplus,  if  they  are  so  equipped,  into  whatever  products 
will  give  them  the  greatest  return;  (2)  those  that  own  city  and  coun- 
try facilities  and  sell  at  retail  as  well  as  wholesale;  and  (3)  those 
that  own  only  a  part  of  the  facilities  for  handling  the  product  and 
sell  principally  at  wholesale. 

Associations  of  the  operating  type  are  found  in  such  cities  as  New 
York,  Cleveland,  Cincinnati,  St.  Paul,  Minneapolis,  and  Los 
Angeles. . 

Such  an  association,  by  operating  its  plants,  may  be  able  to  take 
off  the  market  at  times  when  supplies  are  in  excess  of  fluid  consump- 
tion a  sufficient  quantity  of  milk  so  that  prices  will  not  be  unduly 
depressed  or  so  that  distributors  will  not  have  an  instrument  in  the 
form  of  a  surplus  by  which  they  are  able  to  depress  prices  below 
what  the  supply  and  demand  situation  justifies. 

Since  the  association  actually  makes  the  payments  to  the  producers 
a  contact  is  maintained  constantly  between  the  members  and  their 
association,  and  the  members  can  be  kept  fully  informed  as  to  the 
aims  and  accomplishments  of  the  association.  As  the  distributors 
may  not  operate  the  country  plant  they  do  not  have  country  contacts 
and  are  more  dependent  upon  the  association  for  milk  supplies. 

The  greatest  disadvantage  of  the  marketing  association  has  been 
that  as  it  takes  the  producer  into  business,  the  one  without  necessary 
skillful  business  management  in  the  sale  and  manufacture  of  dairy 
products  may  suffer.  Then  this  association  may  require  a  large 
amount  of  capital,  a  considerable  portion  of  which  must  be  raised 
before  the  association  can  begin  operation,  and  this  may  tend  to  keep 
the  membership  much  smaller  than  it  would  otherwise  be. 

ebtahing  eejquibes  capital  and  expeet  management 

It  is  in  the  retail  milk  business  that  capital  requirements  are 
especially  high  relative  to  the  volume  of  milk.  The  retailing  of 
milk  by  cooperative  associations  has  not  been  as  successful  in  the 
United  States  as  has  wholesale  milk  marketing.  The  problem  of  a 
sufficient  volume  of  business  to  make  possible  low  operating  costs 
per  unit  of  product  plays  an  important  part.  In  selling  milk  at 
wholesale,  by  merely  deciding  that  they  will  market  their  milk 


COOPERATIVE    MARKETING   OF   FLUID   MILK  21 

through  the  cooperative,  the  producers  have  the  means  whereby  they 
may  be  able  to  increase  the  volume  of  product  for  sale  through  the 
cooperative  until  it  is  larger  than  that  handled  by  any  competitor. 
With  this  large  volume,  the  costs  of  operation  may  compare  favor- 
ably with  the  most  efficient  wholesale  operations  by  competitors  and 
may  be  lower  than  many. 

In  establishing  a  retail  business  the  producer  must  go  out  and 
secure  business  on  the  same  basis  as  competitors.  The  experience  of 
the  cooperatives  in  retailing  milk  seems  to  indicate  that  many  of 
them  have  not  been  able  to  operate  as  efficiently  during  the  first  five 
years  as  do  many  privately  owned  distributing  companies,  handling 
an  equal  volume,  that  have  been  in  the  business  for  years. 

If  the  cooperative  can  afford  to  buy  and  finance  an  established 
and  successful  distributing  business  and  can  retain  a  management 
friendly  to  the  association  it  is  likely  that  many  difficulties  will  be 
avoided. 

There  has  been  a  tendency  for  cooperatives  to  buy  the  business  of 
a  distributor  who  is  failing  or  has  not  been  successful.  The  business 
is  frequently  purchased  upon  the  basis  of  its  assets  rather  than  upon 
its  earnings.  Frequently  the  result  is  a  burden  which  none  of  their 
competitors  would  consider. 

The  capital  requirements  for  a  retail  milk  business  are  high.  Un- 
less the  cooperative  has  accumulated  a  substantial  reserve  that  may 
be  used  for  this  purpose  the  financing  may  prove  burdensome. 

A  cooperative  that  is  retailing  milk  at  the  same  time  that  it  is  sell- 
ing milk  at  wholesale  to  other  distributors  who  are  its  competitors, 
is  in  a  difficult  position.  But  if  the  cooperative  is  a  retailer  only, 
it  can  expect  to  get  only  a  part  of  the  business  and  therefore  can 
accommodate  only  a  proportionate  number  of  producers.  Some  co- 
operatives have  attempted  to  solve  the  wholesale  and  retail  problem 
by  having  a  subsidiary  organization  in  the  distribution  business  while 
the  principal  organization  sold  milk  to  the  subsidiary  as  well  as  to 
other  distributors.  If  the  same  group  of  men  control  and  manage 
both  the  principal  association  and  the  subsidiary  it  is  likely  to  be 
much  like  one  association.  The  retail  end  of  the  business  is  interested 
in  obtaining  milk  as  cheaply  as  possible  whereas  the  producers  who 
wholesale  it  to  the  retail  distributors  want  as  high  a  price  as  possible. 
For  that  reason  it  is  difficult  to  bring  the  interests  of  the  two  together. 

Few  of  the  fluid-milk  cooperatives  are  retailing  in  large  cities. 
Those  operating  in  Cincinnati,  Los  Angeles,  and  St.  Louis  have  de- 
veloped a  very  substantial  business  in  each  city.  On  March  1,  1929, 
the  Ohio  Farmers'  Milk  Association  entered  the  retail  field  in  Cleve- 
land ;  at  this  writing  it  is  too  early  to  make  any  prediction  as  to  the 
character  of  changes  that  will  be  brought  about  in  their  business 
from  this  move.  Most  of  the  other  associations  that  retail  milk  are 
confined  to  fairly  small  towns. 

ORGANIZATION  OF  MILK-MARKETING  ASSOCIATIONS 

It  is  desirable  to  have  the  best  set-up  possible,  on  the  basis  of  the 
experience  of  successful  cooperatives,  but  the  actual  success  of  the 
venture  often  depends  to  only  a  limited  extent  upon  this  organiza- 
tion.   Many  of  those  that  are  now  operating  successfully  say  that 


22  TECHNICAL  BULLETIN    17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

a  change  in  their  set-up  would  be  desirable,  but  as  long  as  the  present 
one  does  not  seriously  handicap  them  they  think  it  unwise  to  make 
any  change. 

Both  the  bargaining  and  operating  fluid-milk  associations  are  of 
the  type  that  have  central  control.  Most  of  the  larger  associations 
have  some  sort  of  local  unit  (which  may  or  may  not  have  a  legal 
status)  to  facilitate  the  dissemination  of  information  relative  to  the 
plans,  progress,  and  policies  of  operation  of  the  association,  and  in 
some  cases  to  serve  as  a  means  of  voting  in  the  elections  of  the  direc- 
torate. The  contract  for  the  sale  of  milk,  however,  is  always  between 
the  individual  and  the  central  association  that  sells  his  milk,  and 
with  which  he  must  deal  in  making  any  adjustments. 

The  control  of  the  association  is  ordinarily  vested  in  a  directorate 
of  from  5  to  25,  apportioned  roughly  on  the  basis  of  production, 
though  there  are  a  number  of  variations.  If  the  directorate  is  not 
small,  an  executive  committee  usually  functions  between  meetings 
of  the  board.  In  some  instances  this  committee  assumes  the  active 
management  of  the  business  of  the  association ;  in  others  a  manager 
or  manager-secretary,  who  is  usually  not  a  director  or  officer  of  the 
association,  may  be  employed. 

POOLING  PRACTICES 

The  operations  of  practically  every  cooperative  fluid-milk  asso- 
ciation involve  pooling  in  some  form.  It  may  be  the  pooling  of  the 
returns  of  all  members  or  of  the  members  shipping  to  a  single  dis- 
tributor or  it  may  be  a  pooling  of  expenses  only.  The  difficult  prob- 
lems are  chiefly  in  connection  with  the  pooling  of  returns. 

In  many  of  the  associations  the  problem  of  a  large  section  is  in- 
volved. The  borders  of  the  milk  shed  must  be  determined  so  that 
all  localities  that  naturally  come  into  competition  for  the  fluid- 
milk  market  will  be  included.  If  more  distant  localities,  that  are 
not  economically  competitors  with  those  closer  in  for  a  given  mar- 
ket, are  brought  into  the  pool  the  total  supply  is  increased  and  prices 
to  many  of  those  participating  are  lower  than  they  otherwise  would 
be.  If  too  small  a  district  is  included,  unless  the  cooperative  pos- 
sesses adequate  machinery  and  is  so  organized  that  it  can  buy  milk 
outside  the  regular  milk  shed  to  supply  distributors  whenever  neces- 
sary, distributors  are  likely  to  be  short  of  milk  at  times  and  to  go 
outside  the  shed  to  obtain  it.  When  this  supply  outside  the  shed 
once  gains  access  to  the  market  it  frequently  can  not  easily  be  pre- 
vented from  continuing,  although  it  was  needed  only  temporarily. 
The  final  result  is  an  oversupply,  except  during  the  low-production 
periods,  and  a  lower  average  price  to  the  producers. 

With  the  extremes  of  the  shed  defined,  the  fluid-milk  problem 
involves  the  question  of  whether  the  shed  is  to  be  divided  into  a 
number  of  pools  related  to  secondary  markets  as  well  as  to  the  pri- 
mary market,  or  whether  the  entire  section  shall  be  included  in  a 
single  pool.  Differentials  to  take  care  of  differences  in  transportation 
costs  and  butterf at  content  have  been  generally  recognized  as  essen- 
tial. The  question  of  proper  differentials  to  care  for  inherent  eco- 
nomic advantages  possessed  by  producers  located  near  a  primary 
or  principal  market,  or  near  a  secondary  market,  is  beginning  to  be 


COOPERATIVE   MARKETING   OF  FLXTID   MILK  23 

recognized  by  cooperative  associations  as  important;  that  is,  the 
producer  located  near  a  market  has  an  economic  advantage  other 
than  differences  in  transportation  costs.  He  can  more  easily  make 
contacts  with  distributors.  Generally  speaking,  he  has  usually  ad- 
justed his  production  to  the  market  demands,  and  has  less  seasonal 
variation  in  supply.  The  smaller  distributors,  especially,  are  willing 
to  pay  him  a  premium  for  his  milk  and  can  afford  to  do  so  since  the 
supply  may  cost  them  less  in  the  end.  These  factors  enable  him  to 
secure  a  price  which  will  keep  him  in  business  when  prices  are  too 
low  to  cover  the  costs  of  the  more  distant  producer. 

If  the  association  has  some  plan  of  production  control  or  gives 
premiums  for  even  production,  the  near-by  producer's  disadvantage 
from  this  source  may  be  removed.  His  ease  of  making  contact  with 
buyers  may  still  enable  him  to  make  a  more  profitable  bargain  than 
participation  in  a  pool  with  distant  producers.  If  the  association 
does  not  recognize  these  factors  in  a  way  that  compensates  him  for 
his  natural  advantages,  he  is  likely  to  withdraw  at  any  time,  and 
probably  within  a  few  years. 

If  more  than  one  pool  by  areas  is  made  within  the  shed  and  milk 
is  shipped  from  these  pools  into  the  primary  market  only  as  needed, 
its  sale  price  is  likely  to  be  the  same  as  for  milk  produced  near  the 
primary  market.  For  the  portion  sold  for  fluid  consumption  in  the 
iirecondary  market  the  price  should  be  less  unless  the  farmer  is  located 
in  a  deficit  locality.  If  the  secondary  market  is  located  in  a  locality 
of  considerable  surplus,  the  differential  between  the  price  of  fluid 
milk  that  enters  into  that  secondary  pool  and  of  that  entering  the 
primary  one  is  approximately  the  primary  market  price  minus  the 
cost  of  transportation. 

FINANCING  MILK  COOPERATIVES 

The  operating  type  of  fluid-milk  association  requires  a  consider- 
able amount  of  initial  capital  for  plants  and  equipment,  which  must 
be  retained  in  these  fixed  assets.  If  it  is  to  enter  the  retail-distribu- 
tion field,  the  capital  must  be  still  greater.  A  number  of  the  man- 
agers of  cooperative  associations  have  estimated  that,  if  an  associa- 
tion owns  its  plants  and  operates  on  15  to  20  retail  routes  in  a  small 
city,  the  capital  requirements  will  be  from  $9  to  $10  per  quart  of 
business  daily. 

Funds  must  also  be  provided  to  take  care  of  normal  growth  in 
the  business  and  to  provide  for  any  changes  in  its  character  which 
make  additional  investments  necessary. 

The  problem  of  working  capital  is  not  so  great,  because  of  the 
steady  flow  of  the  product  to  market  and  its  immediate  sale  to 
distributors.  The  requirements  for  current  financing  are  different 
from  those  of  some  annual  commodity,  as  cotton  or  wheat.  If  the 
proceeds  of  sales  for  any  month  are  retained  until  the  15th  to 
25th  of  the  month  following,  collections  from  distributors  can  usually 
be  made  before  the  producers'  payments  are  due. 

The  bargaining  type  of  association  requires  only  funds  enough  to 
pay  its  employees;  these  funds  are  usually  derived  from  a  service 
charge  on  the  milk  sold. 

The  securing  of  adequate  capital  within  a  short  period  of  time  has 
been  one  of  the  difficulties.     The  methods  by  which  the  associations 


24         TECHNICAL  BULLETIN   179,  tJ.  S.  DEPT.  OF  AGRICULTTJRE 

have  been  financed  have  varied,  in  part  at  least,  according  to  the 
amount  of  capital  required.  The  bargaining  type  of  association, 
ordinarily  requiring  only  a  small  amount  of  initial  capital,  usually 
obtains  its  original  funds  through  the  charging  of  a  membership 
fee  ranging  in  most  instances  from  $1  to  $5,  paid  only  once.  The  plan 
of  having  each  member  sign  a  note  (the  amount  based  on  his  number 
of  cows)  to  be  used  with  the  notes  of  other  members  as  collateral  for 
loans  if  necessary,  has  been  employed  by  some  associations  to  provide 
a  potential  reserve  for  working  capital.  Other  associations  have  been 
organized  as  stock  corporations  with  the  subscription  to  stock  on 
the  basis  of  something  like  one  share  for  each  10  cows  as  a  requisite 
to  membership. 

A  par  value  of  $2.50  per  share,  with  fractional  shares  if  the  mem- 
ber has  less  than  10  cows,  was  used  by  some  of  the  older  associations 
established  before  suitable  cooperative  laws  were  enacted,  under 
which  they  could  incorporate  as  a  cooperative.  Since  the  associa- 
tions intend  to  make  no  profits  and  expect  to  pay  no  dividends,  the 
purchase  of  shares  of  stock  is  comparable  to  an  initial  membership 
fee.  In  case  it  is  dissolved,  the  association  is  obligated  to  the  mem- 
bers for  the  amount  of  the  stock. 

This  plan  seems  to  have  been  advantageous  in  that  the  association 
was  more  likely  to  accumulate  a  reserve  equal  to  the  capital  stock 
outstanding  than  to  set  aside  such  a  reserve  if  it  charged  only  a 
membership  fee  in  the  first  place.  With  the  increasing  trend  of 
cooperatives  toward  establishing  larger  reserves,  this  will  probably 
not  be  the  case  in  future. 

SOURCES  OF  CAPITAL  FOR  CURRENT  OPERATING  EXPENSES 

After  the  initial  capital  has  been  acquired,  income  for  current 
expenses  must  be  obtained.  Charging  of  an  annual  membership  fee, 
based  on  number  of  cows,  was  one  of  the  first  methods.  On  account 
of  the  extra  cost  and  trouble  involved  in  collection  of  funds,  it  is 
not  in  general  use  to-day.  The  officers  of  a  few  associations,  how- 
ever, believing  that  it  gives  the  association  an  additional  benefit  to 
have  an  annual  contact  with  the  member,  have  retained  the  plan. 

SERVICE  CHARGES  SUPPLY  CAPITAL 

The  method  in  most  general  use  is  the  deduction  of  a  service  charge 
on  all  sales  of  milk  through  the  association.  For  successful  collec- 
tion, it  is  almost  essential  that  the  charge  be  deducted  by  the  dis- 
tributor, if  he  pays  the  producer,  and  paid  over  to  the  association. 
Such  a  procedure  is  to  the  association  similar  to  the  "  check-off  "  of 
the  labor  unions.  It  not  only  secures  the  charges  due  but  establishes 
a  degree  of  business  cooperation  between  the  producers'  association 
and  the  distributors  which  might  not  otherwise  exist. 

The  charge  varies  somewhat  in  proportion  to  the  services  per- 
formed and  to  the  success  of  the  association  in  marketing.  The  mini- 
mum charge  is  one-half  cent  per  100  pounds  and  the  maximum  about 
11%  cents.  In  the  latter  case  80  per  cent  of  the  total  charge  is  set 
aside  as  a  contingency  reserve  to  insure  all  producers  against  any 
losses  from  failure  of  distributors  to  pay  for  milk  purchased,  and 
against  changing  market  conditions.     It  is  contemplated  that  at  least 


COOPERATIVE   MARKETING   OF   FLUID   MILK  *  25 

a  large  part  of  the  contribution  to  this  reserve  will  be  returned  with- 
out interest.  About  40  per  cent  of  the  associations  are  receiving  a 
charge  of  3  cents  per  100  pounds;  10  per  cent  charge  a  greater 
amount ;  and  50  per  cent  less  than  that  amount.  From  the  associa- 
tions' experiences  it  does  not  seem  that  they  can  be  expected  to 
operate  on  less  than  3  cents  per  100  pounds  and  give  adequate  serv- 
ice. In  the  few  cases  in  which  expenses  are  met  by  an  annual  per-cow 
charge,  this  ranges  from  30  cents  to  $1  a  cow  per  year. 

There  is  a  tendency  for  new  associations  to  increase  the  services 
to  the  producer  and  to  make  a  higher  charge,  and  some  of  the  older 
associations  are  increasing  the  amount  charged. 
^  In  no  case  does  the  charge  of  3  cents  or  less  provide  for  a  con- 
tingency reserve  or  a  sinking  fund  for  expansion.  It  does  include 
funds  paid  by  the  associations  which  participate  in  dairy-council 
activities  toward  quality  improvement  and  increase  of  consumption 
of  milk.  In  most  cases  the  associations'  contribution  for  this  work 
is  augmented  by  an  equal  contribution  from  the  distributors,  but  as 
this  practically  increases  the  cost  of  milk  to  distributors  it  is  prob- 
able that  their  buying  price  is  slightly  lower  because  of  it.  Thus 
most  of  the  cost  is  shifted  to  the  producer  which  is,  in  effect,  the  game 
as  an  increased  charge. 

If  the  general  price  level  remains  somewhat  as  it  is,  the  trend 
toward  higher  charges  in  new  and  old  associations  will  probably 
increase  the  charge  to  5  cents  within  a  few  years.  This  will  not  be 
excessive,  and  should  enable  the  association  to  set  aside  some  reserves, 
as  well  as  render  greater  service  to  producers  and  distributors. 
Leaders  in  the  most  successful  associations  believe  that  practically 
as  many  members  will  pay  a  charge  of  5  cents  as  will  pay  3  cents  or 
less.  They  believe  that  the  increased  income  may  render  the  associa- 
tion so  much  stronger,  through  its  increased  service  and  bargaining 
power  that  it  may  be  better  able  to  obtain  equitable  returns  for  its 
product. 

Charges  for  the  sale  of  milk  by  bargaining  associations  are  now 
almost  always  made  on  the  physical-unit  basis  rather  than  on  value. 
Originally  many  associations  made  charges  on  a  value  basis,  but 
most  of  them  have  changed  to  a  fixed  charge  per  100  pounds  or  per 
gallon.  Deduction  on  the  physical-unit  basis  tends  to  make  those 
who  produce  a  large  quantity  of  milk  during  the  summer  months 
when  prices  are  low,  and  a  small  quantity  in  the  winter  season 
when  prices  are  high,  pay  a  relatively  larger  amount  to  the  associa- 
tion in  proportion  to  their  returns  than  do  the  men  who  have  a 
more  even  production.  A  payment  on  the  value  basis  makes  the 
producer  with  the  more  constant  production  pay  more.  Inasmuch 
as  an  even  production  throughout  the  year  is  desirable  and  that  de- 
ductions on  the  value  basis  tend  to  be  against  quality  improvement 
which  is  reflected  in  price,  the  physical-unit  basis  appears  to  be  the 
more  equitable  from  the  standpoint  of  a  permanent  policy  for  the 
association. 

The  marketing  associations  that  operate  and,  in  most  cases,  own 
facilities  for  actually  handling  milk  require  much  larger  amounts  of 
capital,  not  only  for  current  needs  but  for  fixed  investment  in  build-: 
ings  and  equipment  than  does  the  bargaining  type  of  association. 
The  initial  requirements  may  be  fairly  Targe  even  if  the  ^ssociatioq 
begins  on  ^  moderate  scale. 


26  TECHNICAL  BULLETIN    17  9,  U.  S.  DEPT.  OF  AGRICULTURE 


CAPITAL    STOCK    FREQUENTLY   USED 


Sale  of  stock  has  been  one  method  of  raising  the  capital.  Pur- 
chase of  stock  may  be  made  a  condition  of  membership  and  allot- 
ments of  stock  made  on  the  basis  of  the  number  of  cows  in  each  pro- 
ducer's herd ;  that  is,  the  producer  may  be  required  to  subscribe  for 
stock  to  the  amount  of  from  $10  to  $20  per  cow.  For  the  small  asso- 
ciation stock  may  be  sold  on  voluntary  basis  without  regard  to  size 
of  herd  or  production.  The  voting  power  and  dividends  are  likely 
to  be  limited.  The  sale  of  stock  may  be  limited  to  members  only; 
but  if  there  is  difficulty  in  securing  adequate  finances  the  small 
cooperative  may  have  to  sell  a  part  of  the  stock  to  business  men  or 
those  interested  in  furthering  the  enterprise.  If  a  large  proportion 
has  to  be  taken  by  such  a  group,  producers  may  lack  confidence  in 
the  enterprise  and  may  not  join  in  numbers  large  enough  to  make  the 
project  a  success.  Then,  too,  it  may  place  the  control  in  the  hands 
of  stockholders  who  are  neither  active  members  nor  patrons.  To 
prevent  control  by  nonmembers,  some  associations  have  been  organ- 
ized as  nonstock  associations  with  a  subsidiary  stock  association,  the 
membership  in  the  two  being  identical.  Nonvoting  stock  is  avail- 
able to  nonmembers,  and  the  voting  stock  is  under  the  control  of 
members. 


REVOLVING-FUND   PLAN 


Many  associations  are  organized  without  capital  stock.  The 
"  revolving- fund  "  plan,  known  also  as  the  "  certificate-of -indebted- 
ness "  plan,  and  probably  introduced  to  the  cooperatives  by  the 
United  States  Department  of  Agriculture,  has  frequently  been  em- 
ployed in  the  nonstock  fluid-milk  associations.  The  initial  capital 
is  usually  obtained  by  a  cash  loan,  or  by  members  giving  individual 
notes  payable  on  call  or  a  short  specified  time  thereafter.  This  pay- 
ment in  cash  or  notes  is  frequently  based  on  the  size  of  the  member's 
herd.  For  the  loan  the  association  ordinarily  issues  an  interest- 
bearing  certificate  of  indebtedness  payable  at  the  end  of  some  speci- 
fied period  of  time,  ranging  usually  in  different  associations  from 
3  to  10  years. 

Some  associations  have  provided  for  an  amortization,  the  first 
payment  of  one-fifth  of  the  amount  to  be  made  at  the  end  of  the 
sixth  year,  and  a  similar  amount  each  year  thereafter  until  the  end 
of  the  tenth  year,  when  payment  will  be  completed.  The  only  ad- 
vantage of  such  a  partial-payment  plan  is  that  the  loan  is  in  effect 
for  seven  and  one-half  years,  and  producers  who  begin  to  get  some 
return  on  loans  at  the  end  of  six  years  may  be  better  satisfied  than 
if  it  were  a  straight  seven  and  one-half  year  loan. 

After  the  initial  capital  is  obtained,  the  association  makes  a  deduc- 
tion each  month  of  whatever  amount  it  thinks  reasonable  and  neces- 
sary, and  similar  certificates  are  issued  once  a  year  or  more  often 
for  these  deductions.  Associations  have  found  it  desirable  to  issue 
certificates  in  such  manner  that  they  can  be  called  at  any  time  or 
after  a  given  time,  at  either  par  or  a  premium,  so  that  if  their  capital 
requirements  decrease  they  can  be  assured  of  a  means  of  adjustment. 

Since  it  is  preferable  that  certificates  be  held  by  their  original 
owners,  the  provision  making  them  callable  does  not  make  them 
Uji4esirable   from  the  standpoint  of  these   original   holders.    The 


COOPERATIVE   MARKETING   OF   FLUID   MILK  27 

practice  of  issuing  common  stock  for  deductions  for  capital  purposes 
is  sometimes  employed. 

The  revolving-fund  plan  is  adapted  to  maintaining  the  capital  of 
fluid-milk  cooperatives  as  long  as  the  character  of  the  business  re- 
mains the  same,  and  there  is  no  great  decrease  in  volume  of  business 
during  the  life  of  the  certificate  of  indebtedness  if  that  plan  is 
followed.  It  may  not  provide  enough  funds  if  the  type  of  business 
is  changed  to  one  which  requires  a  greater  amount  of  capital  (as 
from  a  wholesale  bulk  to  a  wholesale  bottled  or  a  retail  business), 
or  to  a  type  of  manufacturing  which  requires  large  equipment  in- 
vestments. Funds  for  an  expansion  that  involves  any  appreciable 
change  in  the  character  of  the  business  and,  in  some  instances,  funds 
to  take  care  of  a  normal  increase  in  business  must  be  obtained  in 
some  other  way.  At  present  there  is  no  credit  agency  to  make  loans 
of  this  type. 

Some  of  the  cooperatives  have  resorted  to  lengthening  the  term 
in  which  deductions  are  retained;  that  is,  the  association  may  have 
been  issuing  to  the  producer  a  certificate  of  indebtedness  for  the 
capital  deductions  made  from  his  milk  checks,  payable  in  five  years. 
It  may  seem  that  eventually  it  will  need  more  capital  for  expansion 
and  so  may  lengthen  the  term  of  the  certificates  to  six  or  seven  years. 
This  method  requires  that  the  needs  of  the  association  be  antici- 
pated far  in  advance;  it  does  not  meet  requirements  for  immediate 
capital.  If,  instead  of  certificates  of  indebtedness,  common  stock  is 
issued,  or  if  the  deduction  is  retained  and  each  member's  account 
credited  with  his  proportionate  part  of  the  fund,  the  calling  of  stock 
or  paying  of  refunds  may  be  passed  for  a  year  to  secure  a  certain 
amount  of  capital.  But  such  procedure  tends  to  destroy  the  confi- 
dence of  the  membership  and  may  cause  more  harm  than  benefit. 

If  the  volume  of  business  handled  by  the  association  decreases  to 
any  great  extent  during  the  term  for  which  the  certificates  are  is- 
sued, and  the  money  from  these  deductions  has  been  invested  in 
fixed  assets,  there  may  be  difficulty  in  meeting  the  payments  unless 
rather  large  deductions  are  made,  in  which  case  a  more  rapid  decline 
in  volume  of  business  is  usually  brought  about.  When  changes  in 
the  business  are  gradual,  these  increases  or  decreases  in  requirements 
can  be  well  taken  care  of  under  the  plan.  The  callable  feature 
should  be  incorporated  in  the  certificates  so  that  the  amount  of  any 
maturity  may  be  lessened  whenever  funds  are  available. 

The  plan  is  defective  from  the  standpoint  of  satisfying  the  pro- 
ducer. Few  associations  have  reached  a  point  in  stability  at  which 
the  members  have  full  confidence  in  the  value  of  its  securities.  More- 
over the  members  do  not  feel  that  they  wish  to  act  as  the  banker  for 
the  association,  therefore  they  are  not  likely  to  be  enthusiastic  about 
repeated  deductions  from  the  milk  checks.  If  the  competitors  of 
the  association  meet  or  exceed  the  prices  paid  by  it,  the  association 
will  lose  some  of  its  members,  and  such  decreases  in  membership  and 
attending  volume  of  business  are  likely  to  make  further  deductions 
necessary. 

If  the  members  are  sufficiently  interested  in  the  business  to  pur- 
chase its  stock,  financing  by  the  direct  sale  of  stock  may  place  the 
cooperative  association  on  a  more  stable  basis  with  respect  to  its 
financing  than  would  a  revolving  fund  plan.    Both  plans  have  been 


28  TECHNICAL  BULLETIN   179,  U.  S.  DEPT.  OF  AGRICULTURE 

successfully  employed.     The  circumstances  surrounding  eaxih  case 
should  determine  which  plan  is  preferable. 

ADEQUATE  BESEBVES    NEEDED 

A  phase  of  the  financial  policy  that  has  been  somewhat  neglected 
in  many  fluid-milk  associations  is  the  accumulation  of  adequate 
reserves.  The  wisely  managed  cooperative  will  adjust  its  business 
operations  and  provide  a  means  of  financing  to  meet  unforeseen 
difficulties.  The  anticipation  of  market  difficulties  and  unforeseen 
expenses  is  good  business  foresight.  Establishment  of  a  substantial 
reserve,  held  in  a  form  that  makes  it  quickly  available,  is  one  of  the 
most  important  steps  in  developing  a  sound  financial  policy. 

Those  associations  that  have  any  appreciable  investment  in  fixed 
assets  have  followed  conservative  accounting  practice  in  setting  up 
sufficient  reserves  to  care  for  needs  that  can  be  well  anticipated,  but 
the  importance  of  adequate  contingency  reserves  is  becoming  more 
apparent  to  the  cooperatives.  A  contingency  reserve  is  designed 
to  meet  the  events  that  can  not  be  forecast.  In  many  respects  it 
corresponds  to  the  surplus  of  the  usual  corporation.  Either  the 
cooperative  or  the  private  business  may  operate  for  a  long  period 
without  extraordinary  financial  demands.  When  such  funds  are 
required  it  is  frequently  at  a  time  when  it  is  most  difficult  for  the 
association  to  obtain  credit.  Some  provision  for  supplying  funds  in 
an  emergency  is  even  more  necessary  for  a  cooperative  than  for  the 
ordinary  corporate  enterprise. 

Because  of  the  nature  of  the  organization  of  a  cooperative  and 
its  fundamental  no-profit  principle,  it  can  not  accumulate  a  surplus 
from  earnings  as  can  the  commercial  stock  corporation.  The  op- 
portune time  for  the  corporation  to  set  aside  contingency  reserves 
is  whenever  its  net  earnings  are  large.  These  increased  earnings 
may  be  due  to  a  particularly  favorable  demand  for  its  product, 
to  increase  in  production  efficiency,  or  to  unusually  favorable  pur- 
chase of  raw  materials.  The  cooperative  is  not  interested  in  pur- 
chasing raw  material  cheaply  from  its  members.  Its  usual  method 
of  reserve  accumulation  is  to  make  a  deduction  from  each  sale 
and  thus  gradually  build  up  a  surplus  fund.  The  deductions  made 
from  each  individual  should  be  recorded,  and  after  the  fund  has 
become  adequate  for  the  purpose  intended  deductions  may  still  be 
made  and  the  earlier  contributors  reimbursed  for  their  proportion 
of  the  original  contribution  which  still  remains. 

The  fund  is  a  reserve  for  extraordinary  occasions  whenever  they 
occur.  No  interest  is  paid  the  producer  on  his  share  in  the  fund; 
he  should  be  willing  to  consider  his  interest  as  the  cost  for  market 
insurance. 

The  operating  association  that  owns  and  operates  plants  and 
actually  handles  milk  must  establish  its  ordinary  reserves  to  care 
for  anticipated  expenses.  Because  of  its  ownership  of  physical 
assets,  some  definite  method  of  financing  to  secure  funds  for  capital 
purposes  has  been  necessary.  For  that  reason,  and  because  its 
physical  assets  give  it  a  certain  credit  standing,  it  has  been  in  a 
somewhat  better  position  to  raise  funds  quickly  than  has  the  bar- 
gaining association,  but  it  would  be  in  a  much  stronger  position 
if  it  had  an  ample  contingency  reserve. 


COOPERATIVE   MARKETING  OP  FLUID   MILK 


29 


A  large  contingency  reserve  is  particularly  important  in  the  bar- 
gaining type  of  association.  One  of  the  fundamental  weaknesses 
of  such  a  cooperative  is  its  lack  of  ability  to  impress  on  those 
with  whom  it  deals  that  it  has  essential  services  for  sale.  If  the 
buyers  do  not  care  to  consider  its  terms  of  sale,  the  cooperative  is 
not  in  a  position  to  act  independently  of  the  buying  group,  unless 
it  has  sufficient  financial  backing  to  take  whatever  course  it  deems 
wise. 

The  Maryland  State  Dairymen's  Association  has  accumulated 
a  contingency  fund  amounting  to  over  half  a  million  dollars.  The 
Connecticut  Milk  Producers'  Association,  the  New  England  Milk 
Producers'  Association,  and  the  Maryland- Virginia  Milk  Producers' 
Association  are  among  those  that  have  begun  to  accumulate  such  a 
fund ;  others  will  no  doubt  follow. 

POUNDS  

MILUONS 


Tot 

7/  purchases 
d  milk  sales 

1 
A 

k 

k 

k 

pyyyX 

m 

A 

M. 

A 

w^ 

^^^^^^^P 

^^mmm^mm>mi^m^ 

Z^<^»^»^4^*^ 

m 

60 
50 
40 
30 
20 
10 


JAN.    APR.  JULY  OCT.   JAN.  APR.  JULY  OCT.   JAN.   APR.  JULY  OCT.   JAN.   APR.  JULY  OCT   JAN.   APR.  JULY  OCT.  JAN.   APR.  JULY  OCT.  JAK. 

1922  1923  1924  1925  1926  1927 

FIGURE  5.— VOLUME  OF  MONTHLY  PURCHASES  OF  ALL  MiLK  AND  SALES  OF 
FLUID   MILK  BY   FIVE  LARGE  BOSTON   DISTRIBUTORS,    1922-1927 

Seasonal  variation  in  production  of  shippers  wlio  sliipped  to  these  distributors  may 
be  taken  as  typical  of  many  large  milk  sheds  where  no  control  plan  has  been  in  effect. 

SEASONAL  VARIATION  AND  PRODUCTION  CONTROL  PLANS 

Sales  of  fluid  milk  are  influenced  by  such  factors  as  changes  in 
temperature,  the  day  of  the  week,  holidays,  and  vacations.  These 
factors  affect  sales  at  retail  and  wholesale,  sales  of  quarts  or  pints, 
and  various  grades  of  milk,  in  different  ways.*  Sales,  however,  are 
relatively  stable  from  month  to  month;  the  total  variation  from 
the  peak  to  the  low  point  of  the  year  usually  does  not  exceed  10  per 
cent.  Production  varies  much  more  widely.  In  some  milk  sheds 
the  variation  may  reach  75  per  cent  or  more;  in  others,  it  may  not 
exceed  25  per  cent.  Figure  5  shows  the  receipts  and  sales  of  fluid 
milk  of  five  large  Boston  distributors  from  1922  to  1927.  The  milk 
came  from  all  parts  of  New  England.  The  seasonal  variation  in 
production     of    those    who    shipped    to    these     distributors    may 

*  For  an   analysis  of  these  factors   see  the   following  publication  :  Ross,   H.   A.     some 

FACTORS    AFFECTING    THE    DEMAND    FOR     MILK     AND    CREAM     IN     THB    METROPOLITAN     AREA    OP 

NEW  YORK.     U.  S.  Dept.  Agr.  Tech.  Bui.  1?>,  68  p.,  illus.     1928. 


30         ^ECSIJICAL  BULLETIiq^   17  9,  tJ.  S.  t>EPT.  01?  AGllICULTUtlB 

be  taken  as  typical,  not  only  of  New  England  but  of  many  other 
large  milk  sheds  in  which  no  control  plan  hag  been  in  effect. 

Vafiation  in  production  in  the  case  of  many  individual  shippers 
reaches  a  still  greater  extreme*  Dairies  that  have  been  producing 
milk  for  the  fluid  market  for  a  number  of  years  show,  in  most 
cases,  far  less  seasonal  variation  than  those  that  have  been  producing 
for  a  short  period.  As  the  distance  from  market  increases,  seasonal 
variation  tends  to  increase,  for  the  time  when  the  more  distant  pro- 
ducer was  selling  his  output  for  butter  or  cheese  is  not  far  away. 
High  production  in  summer  and  low  production  in  winter  was  not 
undesirable  for  manufactured  products;  in  some  cases  it  was  more 
desirable  than  a  stable  production.  Moreover,  this  may  have  meant 
lower  production  costs  if  a  large  proportion  of  the  producers'  land 
was  more  suitable  for  pasture  than  for  crops. 

The  type  of  distributor  and  the  market  outlet  are  other  factors 
that  affect  seasonal  production  of  milk.  Smaller  distributors  who 
have  practically  no  outlet  for  surplus  can  not  profitably  take  milk 
from  producers  who  have  highly  seasonal  production.  Producers 
who  retail  their  own  milk  usually  manage  to  have  a  fairly  even 
supply.  The  large  distributor  who  has  facilities  for  manufacturing 
may  wish  to  receive  a  large  surplus  and  may  do  little  to  discourage 
variation.  The  peak  of  production  is  usually  reached  either  in  May 
or  June.  The  occurrence  of  the  low  point  varies  more  widely.  It 
is  found  in  August,  September,  and  October,  but  November  is  the 
usual  month. 

Production  in  the  county  of  least  variation  in  Vermont  is  of  inter- 
est. In  the  month  when  production  was  highest,  it  was  157  per  cent 
of  what  it  was  in  the  month  of  lowest  production.^  For  the  county  of 
greatest  variation,  production  in  the  peak  month  was  257  per  cent  of 
that  in  the  month  of  lowest  production.  Similar  figures  from  Maine 
were  145  and  200  per  cent,  respectively,  and  from  New  Hampshire  125 
and  226  per  cent,  respectively.  The  production  of  individual  dairies 
in  these  counties  varied  even  more.  In  each  case  there  is  a  tendency 
for  the  nearest  counties  to  have  the  least  variations  and  for  vari- 
ation to  increase  with  distance.  Franklin  County,  Yt.,  and  Coos 
County,  N.  H.,  which  are  on  the  Canadian  border,  show  the  largest 
variation.  Thirteen  of  the  fourteen  counties  of  Vermont  reached 
the  peak  of  production  in  June ;  the  fourteenth  in  May.  Five  of  the 
counties  reached  the  low  point  in  September,  six  in  November,  and 
three  in  December. 

In  New  Hampshire,  the  peak  of  production  occurred  in  June  in 
8  counties,  in  May  in  1  county,  and  in  September  in  1  county.  The 
low  point  occurred  in  March  in  8  counties,  in  November  in  1,  and  in 
December  in  1. 

In  Maine  the  month  of  high  production  was  June.  The  month  of 
low  production  was  September  in  3  counties,  October  in  8  counties, 
November  in  2  counties,  and  December  in  1  county. 

The  greater  part  of  the  territory  of  the  New  England  Milk  Pro- 
ducers' Association  has  turned  more  recently  from  butter  and  cheese 
production  than  has  any  large  part  of  the  territory  in  any  other 
eastern  milk  shed.     The  degree  of  seasonal  variation  is  therefore 

"  Data  compiled,  for  1925,  by  the  research  department  of  the  New  England  Milk  Pro- 
^vscers'  Association. 


COOPERATIVE   MARKETING   OF   FLUID   MILK  31 

probably  as  great  or  greater  than  in  any  other  eastern  milk  shed. 
Supplies  have  usually  been  ample  so  far,  so  that  a  seasonal  shortage 
has  not  been  a  problem.  The  producers'  principal  concern  is  how  to 
reduce  the  surplus  during  the  summer  and  thus  obtain  higher  prices. 

Over  the  entire  period  the  New  England  Milk  Producers'  Asso- 
ciation has  shown  the  greatest  range  of  variation  with  the  Twin  City 
Milk  Producers  Association  second.  The  variation  has  tended  to 
increase  in  both  associations.  Neither  has  attempted  any  plan  of 
greater  uniformity  of  production  throughout  the  year.  The  Inter- 
State  Milk  Producers'  Association,  which  has  had  such  a  plan  in 
operation  during  that  period,  had  a  seasonal  variation  in  1921  of 
practically  the  same  amount  as  the  other  associations,  but  since  that 
time  has  shown  far  less. 

Certain  of  the  cooperative  fluid-milk  marketing  associations  have 
been  pioneers  in  the  field  of  controlling  production  of  an  agricultural 
commodity.  Some  of  the  plans  make  no  attempt  to  control  total  pro- 
duction but  aim  to  control  only  seasonal  variations.  They  may  be  con- 
sidered plans  for  equalizing  production  throughout  the  year.  Pro- 
duction is  brought  more  nearly  into  line  with  consumption  require- 
ments, and  a  higher  proportion  of  the  product  is  sold  as  fluid  milk, 
which  brings  a  higher  return  to  the  producer. 

In  New  York  State,  which  is  slightly  further  removed  from  the 
butter  and  cheese  period,  not  only  has  there  been  a  problem  of  pro- 
ducing less  summer  milk  in  order  to  secure  better  prices,  but  for 
the  last  two  years  the  market  has  been  bordering  on,  and  at  times 
there  has  actually  existed,  a  shortage  of  milk  that  might  be  used 
for  fluid  purposes.  The  producers  will  soon  have  to  change  their 
seasonal  production,  or  more  territory  must  be  admitted  under 
New  York  City  inspection,  to  supply  the  city's  requirements  at 
reasonable  prices. 

Production  of  milk  in  sheds  that  are  situated  in  butter-producing 
areas  (as  the  one  in  which  is  located  the  Twin  City  Milk  Producers 
Association  of  St.  Paul  and  Minneapolis)  follows  in  large  part  the 
same  seasonal  variation  as  the  production  of  milk  for  butter.  Fig- 
ure 6  shows  the  variation  in  seasonal  production  in  the  Twin  City 
Milk  Producers  Association,  the  New  England  Milk  Producers- 
Association,  and  the  Inter-State  Milk  Producers'  Association  from 
1921  to  1927.  The  variation  each  month  is  expressed  as  a  per- 
centage of  the  annual  average  production,  correction  being  made  for 
trend. 

THE  BASIC  SURPLUS  PLAN 

The  plan  for  adjusting  production  that  probably  has  been  given 
the  most  exhaustive  test  is  the  so-called  ''  basic  surplus  "  or  "  basic 
rating  "  plan.  Under  this  plan  the  individual  producer  is  assigned  a 
definite  section  of  the  fluid-milk  market,  based  usually  on  his  produc- 
tion during  the  period  of  the  year  when  supply  and  demand  most 
nearly  balance.  Any  production  above  that  quantity  is  paid  for  at 
lower  prices.  Apparently  this  scheme  was  first  used  by  the  Maryland 
State  Dairymen's  Association,  of  Baltimore,  about  1918.  Late  the 
next  year  it  was  employed  by  the  Inter-State  Milk  Producers'  Asso- 
ciation, of  Philadelphia.  About  1924  the  Maryland  and  Virginia 
Milk  Producers'  Asspcii^tionj  of  Washington,  was  operating  under 


32 


TECHNICAL  BULLETIN    17  9,  U.  S.  DEPT.  OP  AGRICULTURE 


the  plan.  Some  of  the  proprietary  milk  distributors  of  Chicago 
have  employed  it  in  purchasing  milk  from  their  producers.  In 
October,  1928,  the  Dairymen's  Cooperative  Sales  Co.,  of  Pittsburgh, 
adopted  a  modified  basic  surplus  plan. 

The  Inter-State  Milk  Producers'  Association  has  operated  under 
the  plan  for  the  longest  period  of  time  with  the  least  modification 
of  any  of  the  associations.  It  has  brought  about  a  greater  degree 
of  equalization  of  production  throughout  the  year  than  have  any  of 
the  other  associations  that  use  the  plan.  Therefore  the  plan  as 
developed  by  that  association  is  here  described. 

The  fact  that  the  association  was  able  to  operate  for  over  seven 
years,  from  1919  to  1926,  without  modifying  the  plan  may  have 
been  due  in  considerable  part  to  the  variety  of  environments  under 
which  it  operates.     Its  producers,  who  live  in   some  five   States, 


PER 
iCENT 


KO 


120 


100 


80 


.60 


/nterstafe  milk  producers,  seasonal  variation  from  yearly 
average  (corrected  for  trend ).  Philadelphia  • 


JULY 

1921 


JULY 

JAN 

JULY 

JAN 

JULY 

JAN. 

JULY 

JAN 

JULY 

JAN. 

JULY 

(922 

1923 

1924 

1925 

1926 

1927 

Figure  6.— seasonal  Variation  in  receipts  of  Three  large  coopera- 
tive Milk-Marketing  associations,  1921-1927 

Seasonal  variation  in  all  th~ree~associations  was  about  tlie  same  at  the  beginning  of 
the  period.  Although  it  has  continued  witli  little  change  in  the  New  England  Milk 
Producers'  Association  and  the  Twin  City  Milk  Producers'  Association,  the  varia- 
tion decreased  considerably  in  the  Inter-State  Milk  Producers'  Association. 

some  of  them  about  280  miles  westward  in  Pennsylvania  (a  few 
receiving  stations  are  more  than  400  miles  away),  represent  a 
variety  of  types  of  farming.  Delaware,  the  Eastern  Shore  of 
Maryland,  and  a  large  part  of  the  territorv  in  New  Jersey  are 
located  in  the  coastal  plain.  A  small  part  of  the  territory  in  New 
Jersey  and  northern  Maryland  and  eastern  Pennsylvania  is  in  the 
-piedmont  section.  West  of  this  is  a  strip  of  foothill  territory  extend- 
ing northeast,  having  its  western  border  over  200  miles  west  of  Phila- 
delphia. Farther  west  the  territory  becomes  more  mountainous. 
The  climate  in  the  coastal  plain  and  the  piedmont  section  is  milder 
than  in  the  foothill  and  mountain  sections. 

A  joint  study  ^  by  the  United  States  Department  of  Agriculture 
and  the  State  College  of  Pennsylvania  shows  the  largest  herds  to 
be  in  the  piedmont  section,  the  section  nearest  the  Philadelphia 


*  LiNINGER,    P.    F.       THE    RELATION    OF    THD    BASIC-SURPLUS    MARKETING    PLAN    TO    PRODUC- 
TION IN  THE  PHILADELPHIA  MILK  SHED.     Peun.  Agr.  Expt.  Sta.  Bul.  231,  63  p.,  illus.     1928, 


COOPERATIVE    MARKETING   OF   FLUID    MILK  33 

market,  and  the  smallest  herds  to  be  in  the  mountain  section.  The 
largest  returns  from  grain  are  found  in  the  coastal  plain  and  foot- 
hill sections.  A  much  larger  proportion  of  the  land  in  the  mountain 
section  is  in  permanent  pasture  than  is  true  in  any  other  section. 
The  members  of  the  Inter-State  Milk  Producers'  Association  located 
in  the  piedmont  section  are  engaged  essentially  in  dairying,  doubt- 
less because  of  their  proximity  to  market.  Those  of  the  coastal 
plain  and  foothill  sections  are  engaged  in  growing  crops  with  dairy- 
ing a  secondary  enterprise.  In  the  mountain  section,  dairying  is 
relatively  important  because  of  the  large  acreage  of  pasture.  Pro- 
ducers in  these  diflPerent  types  of  farming,  as  well  as  individual 
producers,  react  differently  to  the  plan.  While  over  adjustment  was 
taking  place  in  one  group,  other  groups  may  not  have  made  enough 
adjustment.  The  net  result  has  been  that  no  peak  of  production 
has  developed  in  the  basic  period  of  October,  November,  and  De- 
cember, and  the  association  was  able  to  proceed  without  modifica- 
tion from  the  time  the  p>lan  was  initiated  until  the  beginning  of  1927, 
and  then  with  only  a  slight  change. 

The  plan  involves  the  establishment  of  a  basic  quantity  by  each 
producer.  The  basic  quantity  was  supposed  to  be  equal  to  the  pro- 
duction during  a  period  of  the  year  when  production  and  fluid  sales 
were  most  nearly  equal,  which  is  a  short  period.  From  1919  to  1926 
the  basic  quantity  of  each  producer  was  established  as  his  average 
production  for  the  months  of  October,  November,  and  December. 
For  these  three  months  the  producer  received  basic  prices  for  his 
entire  production.  For  the  nine  months  following  December  31  of 
any  year  he  received  the  basic  price  agreed  upon  (f.  o.  b.  Philadelphia 
minus  differentials  for  transportation,  an  adjustment  for  varying 
butterfat  content,  and  receiving-station  charges  if  not  shipped 
direct)  for  a  quantity  of  milk  equal  to  the  average  made  by  his 
herd  during  the  previous  3-month  basic  period. 

For  any  milk  in  excess  of  the  producer's  basic  quantity  up  to  a 
quantity  equal  to  but  not  exceeding  it,  the  producer  received  the 
"  first-surplus  "  price.  If  the  quantity  of  milk  delivered  was  greater 
than  twice  the  basic  quantity,  this  excess  was  paid  for  at  second- 
surplus  prices.  First  and  second  surplus  prices  were  calculated  on 
the  basis  of  the  butterfat  in  the  milk. 

To  illustrate  the  plan,  assume  that  a  patron  produced  an  average 
of  3,000  pounds  a  month  during  October,  November,  and  December 
of  a  given  year.  For  his  entire  production  during  these  three  months 
in  any  year,  from  1919  to  1926,  he  received  basic  prices.  The  3,000- 
pound  average  was  his  basic  quantity  for  the  following  nine  months. 
If  in  May  following  his  basic  period  he  produced  7,000  pounds  of 
milk  he  would  have  received  basic  prices  for  3,000  pounds.  For  an 
amount  equal  to  this  (or  3,000  pounds)  he  would  have  received 
first-surplus  prices.  For  the  additional  1,000  pounds  the  producer 
received  second-surplus  prices. 

Prices  for  both  surpluses  are  based  on  butter  prices  and  the  as- 
sumption that  the  milk  will  not  be  shipped  to  market.  Prices  are 
f.  o.  b.  the  shipping  station,  and  all  points  delivering  to  a  receiving 
station  receive  the  same  surplus  prices.  Prices  for  first  surplus  at 
receiving  stations  are  20  per  cent  higher  than  for  second  surplus. 
Prices  for  basic  milk  bear  no  fixed  relationship  to  surplus  prices  but 
95492°— 30 3 


34  TECHNICAL  BULLETIN    17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

usually  range  from  80  cents  to  $1  per  100  pounds  above  first-surplus 
prices  f.  o.  b.  the  market.  Under  the  price  plan  in  operation  during 
1927  and  1928,  whereby  basic  prices  are  not  lowered  in  midsummer, 
the  spread  between  basic  and  surplus  prices  reaches  its  maximum 
during  the  summer  months. 

PRESENT  BASIC   QUANTITY  DETERMINED  FROM    3-YEAB  AVEBAGB 

Since  1926  the  method  of  determining  the  basic  quantity  has  been 
so  modified  that  it  now  consists  of  a  3-year  average  of  the  last 
quarters  of  the  year  rather  than  a  single  year.  During  1927  the 
basic  quantity  established  in  the  fall  of  1925  or  1926,  whichever  was 
the  higher,  was  allowed.  During  1928  the  average  of  this  basic 
quantity  employed  in  1927  and  the  monthly  average  of  October, 
November,  and  December  were  used.  For  1929  the  basic  quantity 
for  each  old  producer  was  determined  by  taking  the  average  monthly 
production  of  October,  November,  and  December  of  the  years  1925 
or  1926  (whichever  was  higher) ,  1927,  and  1928. 

For  the  12  months  following,  or  for  the  calendar  year  1929,  the 
producer  will  be  paid  basic  prices  for  his  average  production  in  this 
period  during  these  three  years.  First  and  second  surplus  quanti- 
ties are  determined  in  the  same  way  as  was  used  previous  to  the 
modification  of  the  period.  In  1930  and  thereafter,  if  the  same 
procedure  is  continued,  the  basic  quantity  of  each  old  producer  will 
be  determined  by  the  average  production  of  the  three  previous  years 
during  October,  November,  and  December,  making  each  producer's 
basic  quantity  for  a  series  of  years  a  3-year  moving  average. 

The  modification  by  the  association  of  the  period  during  which 
the  basic  quantity  was  to  be  established  injected  into  the  plan  a 
certain  degree  of  production  control  in  the  way  of  limiting  expan- 
sion in  production,  which  was  not  included  in  the  original  plan. 
Under  the  present  scheme  an  old  producer  who  wishes  to  expand  his 
production  can  not  in  a  single  year  increase  his  basic  quantity  com- 
mensurate with  the  increase  in  his  herd,  but  must  accept  a  lower 
price  on  the  greater  part  of  his  increase  than  he  would  have  received 
on  his  regular  production,  because  much  of  this  increase  will  be  sold 
the  first  year  as  surplus  milk.  If  he  can  produce  this  additional 
milk  at  surplus  prices  and  cover  his  costs,  in  about  three  years  he 
will  have  established  himself  on  the  new  plane  and  will  then  receive 
somewhat  higher  prices.  The  fact  that  it  will  take  him  three  years 
so  to  establish  himself  in  many  instances  prevents  his  expansion. 

The  new  producer,  the  man  who  wishes  to  enter  the  dairy  business, 
is  now  at  a  still  greater  disadvantage.  Previous  to  1927  the  new 
producer  who  came  in  after  January  1  of  any  year  was  allowed  a 
basic  quantity  equal  to  70  per  cent  of  his  first  month's  production 
after  becoming  a  shipper.  If  he  were  a  former  patron  who  had 
shipped  no  milk  during  September,  October,  or  November,  his  entire 
output  would  be  paid  for  at  surplus  prices  until  tlie  following 
October.  Each  became  an  old  shipper  on  October  1  and  sold  all  his 
milk  at  basic  prices  for  the  three  last  months  of  the  year ;  and  his 
new  basic  quantity  was  established  as  the  average  for  these  months. 
At  most,  the  new  patron  had  to  wait  only  nine  months  before  being 
on  an  equal  basi^  with  old  shippers. 

Under  the  present  method  of  establishing  the  basic  quantity,  the 
new  shipper  who  enters  the  market  is  more  severely  penalized. 


COOPETIATIVE   MARKETING   OF   FLUID   MILK  35 

The  regulations  in  effect  for  1929  to  be  applied  to  old  shippers, 
to  producers  whose  herds  have  undergone  an  initial  tuberculin  test 
during  1927  or  1928,  and  to  producers  beginning  to  ship  after 
January  1,  1928,  as  published  in  a  memorandum  of  the  Inter- 
State  Milk  Producers'  Association  ^  effective  October  1,  1928,  are  as 
follows : 

The  established  basic  quantity  of  each  producer  during  the  first  nine  months 
of  1928  shall  continue  to  be  his  established  basic  quantity  during  October, 
November  and  December,  1928. 

Old  Shippers 

The  basic  quantity  of  each  old  producer  to  be  used  during  1929,  shall  be 
established  by  adding  together  the  three  following  items  and  dividing  the  sum 
thereof  by  three : 

1.  Established  basic  quantity  used  for  1927  payments. 

2.  Average  production  made  in  October,  November  and  December,  1927. 

3.  Average  production  made  in  October,  November  and  December,  1928. 

Old  Shippers  Without  1927  Basic  Quantities 

The  basic  quantity  for  1929  of  any  producer  having  no  established  basic 
quantity  for  1927  payments  shall  be  determined  by  adding  together  the  three 
following  items  and  dividing  the  sum  thereof  by  three : 

1.  Established  basic  quantities  for  1928  payments. 

2.  Established  basic  quantities  for  1928  payments. 

3.  Average  production  made  in  October,  November  and  December,  1928. 

Initial  Tuberculin  Test,  1927 

Any  producer  whose  cows  underwent  an  initial  test  for  tuberculosis  during 
the  year  1927,  and  who  elected  during  1928  to  be  paid  on  a  basis  of  the  basic 
quantity  for  1927,  shall  for  1929  receive  an  established  basic  quantity  as 
follows:  Add  together  the  three  following  items  and  divide  the  sum  by  three: 

1.  Established  basic  quantity  used  for  1927  payments. 

2.  Established  basic  quantity  used  for  1927  payments. 

3.  Average  production  made  in  October,  November  and  December,  1928. 

Initial  Tuberculin  Test  in  1928 

Any  producer  whose  cows  undergo  an  initial  test  for  tuberculosis  during 
the  year,  1928,  may  elect  to  have  used  as  his  established  basic  quantity  during 
1929,  either,  first  the  basic  quantity  used  during  1928,  or  second,  the  estab- 
lished basic  quantity  determined  in  accordance  with  the  provisions  governing 
old  shippers. 

New  Producer's  from  January  1,  1928,  to  September  30,  1928 

Any  producer  starting  to  ship  on  or  after  January  1,  1928,  establishing  a 
basic  quantity  on  a  basis  of  50  per  cent  of  the  first  30  days'  shipment  or  any 
other  basic  not  above  70  per  cent  of  same,  shall  during  October,  November  and 
December,  1928,  receive  basic  price  for  70  per  cent  of  his  production  in  each 
of  those  three  months.  His  established  basic  quantity  for  1929  shall  be  70 
per  cent  of  the  average  daily  production  made  in  October,  November  and 
December,  1928,  multiplied  by  30. 

New  Producers  after  October  1,  1928,  until  December  31,  1928 

Any  producer  starting  to  ship  on  or  after  October  1,  1928,  and  prior  to 
January  1,  1929,  shall  during  October,  November  and  December,  1928,  receive 
basic  price  for  70  per  cent  of  his  production  in  each  of  those  three  months. 
His  established  basic  quantity  for  1929  shall  be  70  per  cent  of  his  average 
daily  production  made  in  October,  November  and  December,  1928,  on  a  monthly 
basis  computed  by  taking  the  sum  of  his  daily  shipments,  dividing  same  by 
the  number  of  days  shipping  and  multiplying  the  quotient  by  thirty. 

"^  ALLEBACH,  H.  D.  the  1929  PHILADELPHIA  SELLING  PLAN  WITH  DETAILED  EXPLANA- 
TIONS.    Inter-State  Milk  Prod.  Rev.  9   (3)  :  1,  3.     1928. 


36         TECHNICAL  BULLETIN   17  9,  tJ.  S.  DEPT.  OF  AGRICULTTJUE 

New  Producers  after  January  1,  1929,  and  until  Further  Notice 

Any  producer  starting  to  ship  after  January  1,  1929,  sliall  establish  a  basic 
quantity  on  a  basis  of  50  per  cent  of  his  first  30  days'  shipment. 

The  new  shipper  who  begins  after  January  1,  1929,  is  allowed  a 
basic  quantity  of  50  per  cent  of  his  first  30  days'  production  until 
further  notice,  which  means  that,  if  the  distributors  have  plenty  of 
basic  milk  to  supply  their  requirements,  he  may  have  to  continue 
another  year  or  more  on  this  basis.  About  the  best  he  could  hope  for 
would  be  a  70-30  basis  for  the  first  three  years.  This  feature  of  the 
plan  tends  to  limit  the  expansion  of  milk  production  for  the  fluid- 
milk  market  by  reserving  for  the  old  producer  the  greatest  part  of 
this  market  and  preventing  the  new  shipper  from  taking  it  away 
from  him. 

DESIRED  RESULTS   ACHIEVED   THROUGH   PLAN 

The  operation  of  the  basic  surplus  plan  in  this  market  has  achieved 
many  of  the  desired  results.  A  survey  by  the  governors'  tri-State 
milk  commission,  in  1917,  showed  that  the  variation  in  production 
expressed  relative  to  the  average  annual  production  from  1913  to 
1917  had  a  range  in  seasonal  variation  of  72  per  cent  from  the  high 
production  of  May  to  the  low  production  of  November.  (Table  5.) 
This  may  be  taken  as  representative  of  the  condition  existing  at  the 
time  the  Inter-State  Milk  Producers'  Association  initiated  the  basic 
surplus  plan  in  1919.  Data  from  that  association  for  1921,  the  first 
year  on  which  figures  are  available,  showed  a  range  of  52  per  cent ; 
this  continued  to  decline  until  1924,  when  the  range  from  low  to  high 
was  only  21  per  cent  of  the  average,  the  trend  being  eliminated  in 
each  case.  In  1927,  because  of  the  unusually  low  drop  in  that  year  to 
84  in  January  and  a  higher  production  than  usual  in  June,  the 
variation  increased  to  36  per  cent  of  the  average.  This  increase  in 
variation  may  have  been  due  to  weather  conditions  more  than  to  other 
changes  in  the  production  plans  of  farmers.  The  high  price  of  cows 
in  the  fall  may  have  prevented  the  herd  increases  that  farmers  ordi- 
narily make  at  that  time  to  increase  their  basic  quantity.  High 
feed  prices  may  have  been  another  contributing  factor. 


Table   5. 


-Seasonal   variation   in   quantit]/   of   mdlk   purchased   on    the    hasic 
surplus  plan  in  Philadelphia,  1921-1927 


(Expressed  as  percentage  of  the  average  monthly  production  for  the  particular 

year,  corrected  for  trend) 

Month 

Average 
1913-1917 

1921 

1922 

1923 

1924 

1925 

1926 

1927 

January   

Per  cent 

88 

94 

97 

89 

147 

129 

115 

109 

97 

81 

75 

77 

Per  cent 
81 
85 
94 
109 
133 
124 
97 
110 
93 
99 
88 
87 

Per  cent 
78 
80 
81 
86 
125 
124 
113 
114 
107 
100 
95 
95 

Per  cent 
88 
98 
91 
94 
106 
115 
103 
90 
103 
109 
102 
100 

Per  cent 
96 
95 
93 
92 
113 
110 
96 
96 
98 
105 
103 
•  102 

Per  cent 
95 
93 
96 
98 
115 
103 
97 
106 
100 
99 
96 
101 

Per  cent 
106 
102 
93 
107 
112 
116 
100 
95 
97 
97 
90 
86 

Per  cent 

84 

February. 

88 

March . 

92 

April 

98 

May..- 

115 

June 

120 

July 

102 

August 

104 

September 

104 

October 

102 

November .        

97 

December   ... 

94 

Range  from  low  to  high 

72 

52 

47 

27 

21 

22 

30 

36 

COOPERATIVE   MARKETING   OF   FLUID   MILK  37 

The  basic  surplus  plan,  as  employed  in  the  Maryland  State  Dairy- 
men's Association  of  Baltimore,  is  described  in  the  discussion  of 
that  association.  Its  original  form  was  similar  to  that  used  by  the 
Inter-State  Milk  Producers  Association.  The  small  size  of  the 
milk  shed  from  which  it  drew  milk,  the  lack  of  diversity  in  types 
of  farming  in  the  territory,  the  opportunity  for  alternative  enter- 
prises in  crop  production,  and  the  varying  profitableness  of  these 
crops  from  time  to  time  combine  to  increase  the  probability  of  all 
producers  readjusting  in  the  same  direction.  These  factors  made 
necessary  an  earlier  modification  in  the  plan  than  in  Philadelphia. 
It  i^  not  possible  to  say  whether  the  Philadelphia  group  will  proceed 
farther  in  the  direction  of  the  plans  developed  in  Baltimore  but,  if  it 
wishes  to  do  so,  much  of  the  experimental  work  has  been  done. 

Under  the  present  plan  employed  in  Philadelphia,  the  patron 
who  produces  less  than  his  usual  average  during  October,  November, 
and  December  is  penalized  only  in  that  one-third  of  this  decrease 
in  production  will  go  to  lower  his  basic  quantity.  In  the  plan  of 
the  association  in  Baltimore,  if  he  fails  to  maintain  his  old  basic 
quantity,  he  takes  the  new  lower  average  of  October,  November,  and 
Deceinber,  and  thereby  loses  a  portion  of  the  fluid  market  which 
has  been  allotted  to  him.  This  serves  as  a  spur  to  maintain  his  pro- 
duction during  the  last  quarter  of  the  year.  The  fact  that  the  Mary- 
land State  Dairymen's  Association  uses  an  average  of  production 
for  the  last  quarters  of  1921,  1922,  and  1923  for  establishing  a  basic 
quantity  has  made  more  difficult  the  problem  of  equitably  establish- 
ing a  basic  quantity  for  new  members.  It  has  retained  for  the  con- 
tinued producer  who  has  maintained  the  supply,  a  degree  of  monop- 
oly of  the  fluid-milk  market  that  can  not  be  destroyed  by  the  new 
producer. 

The  operation  of  the  basic  surplus  plan  in  the  Dairymen's  Coop- 
erative Sales  Co.,  of  Pittsburgh,  is  new.  Under  the  plan  initiated 
in  October,  1928,  and  still  in  effect,  the  average  production  during 
October,  November,  December,  and  January  forms  the  basis  of 
allotment  of  the  fluid  market  to  each  producer  for  the  following 
12  months.  It  differs  from  the  original  plan  used  in  Philadelphia 
and  Baltimore  in  that  the  distributor  pays  fluid  prices  for  only 
that  portion  of  the  milk  that  is  used  for  fluid  consumption.  The 
producer  is  allotted  a  part  of  the  fluid-milk  market  determined  as 
a  percentage  of  his  basic  quantity.  This  is  taken  as  the  ratio  of 
sales  of  fluid  milk  by  all  distributors  in  the  month  of  least  sales  to 
the  average  monthly  production  during  the  basic  period;  that  is, 
if  the  association  finds  the  month  of  lowest  sales  to  be  January  and 
that  total  sales  during  January  are  just  70  per  cent  of  the  average 
monthly  production  during  the  following  October,  November,  Decem- 
ber, and  January,  then  for  the  following  year  each  producer  will  be 
paid  fluid  prices  for  70  per  cent  of  his  average  production  during 
the  four  months  of  the  basic  period.  (See  p.  78  for  detailed  illus- 
tration of  plan.)  As  was  the  case  in  the  Philadelphia  and  Baltimore 
markets,  once  the  basic  quantity  of  a  producer  has  been  established, 
there  is  no  penalty  if  he  produces  less  than  his  basic  quantity.  Over- 
production during  the  remainder  of  the  year,  but  not  underpro- 
duction, is  penalized. 


38  TECHNICAL  BULLETIN   17  9,  IT.  S.  DEPT.  OF  AGRICULTURE 

The  Maryland  and  Virginia  Milk  Producers'  Association,  of 
Washington,  D.  C,  operates  on  a  plan  which  is  practically  like  that 
employed  by  the  Maryland  State  Dairymen's  Association. 

Kecently  the  New  England  Milk  Producers'  Association  has  aroused 
considerable  sentiment  toward  using  a  basic  surplus  or  "  rating " 
plan.  The  plan  under  discussion  uses  the  average  production  (ad- 
justed to  a  30-day  month)  of  October,  November,  and  December  as 
the  basic  quantity.  Milk  would  be  sold  to  the  dealers  on  a  classifica- 
tion basis,  as  at  present,  and  the  producer  would  be  paid  a  weighted 
average  price  of  all  sales  for  a  quantity  up  to  twice  his  basic  quantity. 
For  any  quantity  in  excess  of  this  he  would  be  paid  surplus  prices. 
It  has  been  suggested  that  the  producer  be  allowed  average  prices  for 
twice  the  basic  quantitjr  during  the  first  year,  for  one  and  three- 
fourths  times  that  quantity  during  the  second  year,  and  one  and  one- 
half  times  the  basic  quantity  in  the  third  year,  or  with  similar 
changes  in  this  direction  until  a  proper  balance  is  reached.  The  sug- 
gested plan  would  not  affect  a  great  many  producers  during  the  first 
year,  but  would  accustom  producers  to  a  rating  plan  and  would 
penalize,  to  some  extent,  the  most  serious  offenders. 
^  The  Pure  Milk  Association  of  Chicago,  which  began  active  coopera- 
tion with  distributors  effective  January  1,  1929,  is  employing  a  rating 
plan  of  payment  to  producers.  The  basic  period  is  taken  as  Septem- 
ber, October,  and  November.  The  plan  has  been  in  effect  such  a  short 
time  that  the  course  it  will  follow  is  not  certain.  The  outline  pro- 
vided that  for  April,  1929,  120  per  cent  of  the  basic  quantity  would 
be  paid  for  at  basic  prices;  for  May,  110  per  cent;  for  June,  105  per 
cent;  and  for  July  120  per  cent.  The  entire  production  during 
August  was  to  be  taken  at  basic  prices.  The  following  year  the  per- 
centages may  be  modified,  but  apparently  the  rating  plan  will  be  a 
part  of  the  association's  marketing  plan. 

THE    CONTRACT   PLAN 

In  another  plan  of  adjusting  production  throughout  the  year,  fre- 
quently termed  the  "  contract  "  plan,  the  producer  himself  names  the 
basic  quantity. 

AS   EMPLOYED  BY  CONNEOTICXJT   MILK  PRODUOEBS 

The  Connecticut  Milk  Producers'  Association,  of  Hartford,  Conn., 
operating  throughout  the  State,  has  successfully  employed  the  plan 
for  a  longer  period  of  time  than  has  any  other  association.  As  oper- 
ated by  that  association,  the  plan  attempts  to  control  production  only 
with  respect  to  seasonal  variation. 

Upon  signing  the  contract  with  the  association  previous  to  March 
31  of  any  year,  the  producer  states  the  quantity  of  milk  which  he 
proposes  to  deliver  daily  for  the  next  12  months,  beginning  April  1. 
He  may  state  any  quantity  in  excess  of  his  previous  year's  contract, 
the  same  quantity,  or  a  smaller  quantity.  Penalties  are  provided  for 
any  excess  production  above  the  contracted  quantity,  or  for  any  short- 
age if  production  is  below  the  contract.  Penalties  are  not  exacted 
on  the  basis  of  each  day's  deliveries,  but  on  the  average  for  each  pay- 
ment period,  which  is  usually  30  or  31  days;  that  is,  if  a  producer 
contracts  to  deliver  40  quarts  per  day  and  his  deliveries  for  the  30-day 


COOPERATIVE   MARKETING   OF   FLUID   MILK 


39 


period  from  September  1  to  30  are  1,500  quarts,  he  is  penalized  for 
overdelivery  of  300  quarts. 

The  plan  provides  that  the  producer  shall  be  penalized  2  cents  a 
quart  for  any  production  in  excess  of  his  contract  or  for  any  quantity 
by  which  he  fails  to  meet  his  contract  during  any  payment  period. 
The  milk  is  sold  to  the  distributors  on  a  classification  basis,  according 
to  the  use  made  of  the  milk.  The  penalties  for  variation  in  deliveries 
from  the  contracted  quantity  do  not  go  to  the  distributors  to  lessen 
their  cost,  but  are  pooled  by  each  distributor  and  prorated  back  to 
the  producers  so  that  those  whose  production  most  nearly  meets  their 
contracts  receive  the  greatest  share  in  these  penalties.  All  producers 
share  in  the  penalty  pool  and,  since  it  is  highly  improbable  that  any 
producer  can  exactly  meet  his  contract,  all  producers  probably  pay 
penalties.  However,  if  a  member's  production  varies  little  from 
this  contracted  quantity,  he  pays  only  a  small  penalty  and  receives  a 
much  larger  share,  the  net  effect  of  which  is  a  bonus  for  even  pro- 
duction. 

In  Table  6  and  Figure  7  are  illustrated  the  method  of  exacting  and 
distributing  penalties.    It  has  been  assumed  that  each  of  21  producers 


-30  -20  -10  0  10  20  30 

UNDER  OVER 

PERCENTAGE  VARIATION  FROM  CONTRACTED  AMOUNT 


50 


Figure  7.— Prices  That  would  Have  Been  Received  by  producers 
Through  The  Connecticut  Milk  producers' association  under  A 
Given  Distribution 

Some  of  these  producers  delivered  as  much  as  50  per  cent  below  their  contracts 
and  others  as  high  as  50  per  cent  above.  One  producer  produced  the  quantity 
contracted  for. 

who  are  the  patrons  of  a  given  distributor  have  contracted  to  deliver 
200  quarts  a  day,  or  6,000  quarts  during  a  30-day  payment  period. 
Some  of  these  producers  delivered  as  much  as  50  per  cent  below  their 
contracts,  and  others  as  high  as  50  per  cent  above.  Others  ranged 
in  between,  and  one  member  produced  according  to  his  contract. 
The  weighted  average  price  to  be  paid  for  milk  by  the  particulai 
distributor  to  which  these  men  ship  is  taken  as  9  cents  a  quart. 


40  TECHNICAL  BULLETIN   179,  U.  S.  DEPT.  OF  AGRICULTURE 


Table  6. — Penalty  distribution  under  Connecticut  Milk  Producers'  Association 
contract  plan  of  equalizing  production 


Amount 
delivered 

Variation  from  contract 

Gross 
amount 

Penalties 
at  2  cents 
a  quart 

Producer  No. 

contracted 
per  month 

Percent- 
age 

Quantity- 
over  • 

Quantity 
short 

due  pro- 
ducers at 
9  cents  a 
quart 

1                    . 

Quarts 
6,000 
6.000 
6,000 
6,000 
6,000 
6,000 
6,000 
6,000 
6,000 
6,000 
6,000 
6,000 
6,000 

Quarts 
3,000 
3,300 
3,600 
3,900 
4,200 
4,500 
4,800 
5.100 
5,400 
5,700 
6,000 
6,300 
6,600 
6,900 
7,200 
7,500 
7,800 
8,100 
8,400 
8,700 
9,000 

Per  cent 
-50 

-45 

-40 

-35 

-30 

-25 

-20 

-15 

-10 

-5 

0 

5 

10 
15 
20 
25 
30 
35 
40 
45 
50 

Quarts 

Quarts 

3,000 

2,700 

2,400 

2,100 

1,800 

1,500 

1,200 

900 

600 

300 

Dollars 
270 
297 
324 
361 
378 
405 
432 
459 
486 
513 
640 
667 
694 
621 
648 
675 
702 
729 
756 
783 
810 

Dollars 
60 

2 

54 

3         

48 

4                                 .  -  _  . 

42 

5                              

36 

6                      .  

30 

7                

24 

8                - 

18 

9 

12 

10 

6 

11                                       ... 

0 

12                                

300 
600 
900 
1,200 
1,600 
1,800 
2,100 
2,400 
2,700 
3.000 

6 

13                           

12 

14                  .  .  

6,000 
6,000 
6,000 
6,000 
6,000 
6,000 
6,000 
6.000 

18 

16              

24 

16 

30 

17' 

36 

18 

42 

19 

48 

20                         

54 

21                  

60 

Total 

11,340 

660 

Producer  No. 

Gross 

amount  less 

penalties 

Refund  at 
8.18  per  cent 

Total  due 
the  pro- 
ducer 

Net  loss 

Net  gain 

Average 
price  per 
quart  re- 
ceived by 
producers 

1 

Dollars 
210 
243 
276 
309 
342 
375 
408 
441 
474 
507 
540 
661 
582 
603 
624 
645 
666 
687 
708 
729 
750 

Dollars 
12.98 
15.02 
17.06 
19.10 
21.13 
23.17 
25,21 
27.25 
29.29 
31.33 
33.37 
34.67 
35.97 
37.26 
38.56 
39.86 
41.16 
42.46 
43.75 
45.05 
46.35 

Dollars 
222. 98 
268.  02 
293.06 
328.10 
363. 13 
398. 17 
433.  21 
468.  25 
503.29 
538.  33 
573. 37 
595. 67 
617. 97 
640.26 
662.56 
684. 86 
707. 16 
729.46 
761.  76 
774. 05 
796.35 

Dollars 
47.02 
38.98 
30.94 
22.90 
14.87 
6.83 

Dollars 

Cents 
7  A3 

2 

7.82 

3 

8.14 

4 

8.41 

6                                   ....... 

8.65 

6                     

8.85 

7 

1.21 

9.25 

17.29 

25.33 

33.37 

28.67 

23.97 

19.26 

14.56 

9.86 

5.16 

.46 

9.03 

g 

9.18 

9 

9.32 

10 

9.44 

11 

9.56 

12                                     

9.46 

13                   

9.36 

14 

9.28 

15 

9.20 

16 

9.13 

17 

9.07 

18                                        

9.01 

19 

4.25 
8.95 
13.65 

8.95 

20 

8.90 

21 

8.85 

Total 

10,  680 

660.00 

11,340.00 

188.39 

188.39 

The  penalties  to  which  each  producer  is  subject  are  shown  in  col- 
umn 8,  the  total  being  $660.  This  amount  is  prorated  back  to  each 
producer  on  the  basis  of  the  gross  amount  due  each  producer  minus 
penalties,  or  the  amounts  shown  in  column  9.  By  dividing  the  total 
of  column  8  by  that  of  column  9,  or  $660  by  $10,680,  it  is  found  that 
each  producer  will  be  refunded  from  this  penalty  pool  6.18  per  cent 
of  the  gross  amount  minus  penalties  due  from  him  (amounts  of  col- 
umn 9).  The  refunds  from  the  penalty  pool  for  each  producer  are 
shown  in  column  10  and  the  total  amount  due  each  is  shown  in  col- 
umn 11.  The  net  loss  or  gain  to  the  producer  over  what  he  would 
have  received  at  9  cents  per  quart  is  given  in  columns  12  and  13,  and 
the  net  price  per  quart  paid  the  producer,  in  column  14. 


COOPERATIVE  MARKETING  OF  FLUID  MILK 


41 


From  Table  6  and  Figure  7  it  is  evident  that  underproduction  is 
penalized  more  severely  than  overproduction.  A  shipper  who  pro- 
duces 35  per  cent  above  his  stipulated  quantity,  under  these  condi- 
tions, receives  9  cents  or  average  price,  while  the  producer  who  is 
only  20  per  cent  under  his  contract  receives  approximately  the  same 
price.  The  producer  who  falls  50  per  cent  below  the  quantity  stipu- 
lated in  the  contract  receives  7.43  cents  per  quart  for  his  shipments, 
whereas  the  one  who  produces  50  per  cent  in  excess  of  his  stipulated 
quantity  receives  1.42  cents  more,  or  8.85  cents  per  quart. 

If  the  member's  production  does  not  vary  more  than  10  per  cent 
in  either  direction,  his  refunds  ar'^  so  much  in  excess  of  his  penalties 
that  he  receives  a  substantial  premium  for  his  even  production.  In 
fact,  a  variation  of  15  per  cent  in  either  direction  penalizes  him  but 
little.  If  there  is  any  doubt  in  the  producer's  mind  as  to  the  quan- 
tity he  is  likely  to  produce,  he  should  underestimate  it  rather  than 
overestimate  it. 

In  Figure  8  the  contracted  quantity  and  actual  deliveries  for  the 
various  months  of  1925, 1926,  and  1927,  adjusted  to  a  30-day  basis,  are 


100  — 


50 


100 -CONTRACTED  AMOUNT 


_ 


APR.  JULY  OCT.  JAN.  APR.         JULY  OCT.  JAN.  APR.         JULY  OCT  JAN. 

1925  1926  1927 

Figure  8.— milk  Production  by  Members  of  Connecticut  Milk  Pro- 
ducers* Association  Expressed  as  percentage  of  contracted 
QUANTITY.  1925-1927 

Production  was  less  than  that  contracted  by  producers  in  8  of  the  12  months  during 
1925,  in  7  months  of  1926,  and  in  8  months  of  1927. 

shown.  During  1925,  producers  fell  under  their  contracted  quantity 
in  8  of  the  12  months,  during  192G  in  7  months,  and  during  1927 
in  8  months.  Apparently  there  has  been  a  tendency  on  the  part  of 
producers  to  overestimate  the  quantity  to  be  produced  and  this  fact 
has  made  it  especially  profitable  for  the  man  who  underestimates  his 
production  rather  than  overestimates  it. 

It  is  doubtful  if  most  of  the  members  know  of  the  difference  in 
returns  from  over  or  under  production,  relative  to  the  contracted 
quantity.  The  member's  check  shows  the  amount  of  penalties  and 
refunds,  and  he  is  aware  that  a  penalty  of  2  cents  a  quart  is  exacted 
for  either  over  or  under  production,  which  tends  to  fix  in  his  mind 
that  he  is  penalized  equally  for  both.  The  difference  in  the  rate  of 
refund  is  not  placed  prominently  before  him. 


42  TECHNICAL  BULLETIN   179,  U.  S.  DEPT.  OP  AGRICULTURE 


The  curve  of  prices  per  quart  for  over  or  under  production  (fig.  7) 
remains  the  same  shape,  regardless  of  the  size  of  the  producer's  con- 
tract. A  member  who  produces  50  per  cent  above  his  contract  re- 
ceives the  same  price  per  quart  regardless  of  whether  he  has  stip- 
ulated 10,000  or  1,000  quarts.  Likewise  the  member  who  agreed  to 
furnish  1,000  quarts  every  30  daj^s  receives  the  same  price  per  quart 
as  the  one  who  agreed  to  furnish  10,000  quarts,  if  each  producer 
has  produced  only  50  per  cent  of  his  contract.  The  curve  of  prices 
per  quart  may  move  up  or  down  the  scale,  depending  upon  the 
number  of  producers  delivering  above  or  below  their  contracts,  but 
the  relationship  remains  the  same  for  over  and  under  production; 
actual  refunds  are  smaller  or  larger  and  make  less  absolute  change 
in  prices  per  quart. 

Each  pooling  distributor  makes  the  deductions  and  pays  out  the 
penalties  in  the  form  of  refunds  to  the  particular  producers  who 
ship  to  him  that  month.  For  that  reason  the  refund  per  quart  for 
two  producers  who  ship  to  different  distributors,  and  who  vary 
from  their  contracts  a  certain  amount,  as  15  per  cent  in  a  given  direc- 


^UAPrrs 

MILLIONS 

9 
8 

7 
6 
5 
t* 
3 
2 


C/ass  U  ( buffer i 


——  C/ass  3  (all  milk  monufocfurecf,  except  buffer) 

—  C/ass  2  (cream ) 

—  C/ass  I  ( flu/d) 


APR.  JULY  OCt   JAN.  APR  JULY  OCT.   JAN.  APR.  JULY  OCT.    JAN.  APR.  JULY  OCT.  JAN.  APR.  JULY  OCT    JAN.  APR.  JULY  OCT.   JAN. 

1922  1923  192^'  1925  1926  1927 

figure  9.— receipts  and  utilization  of  milk  sold  by  connecticut 
Milk  Producers' association.  1922-1927 

Over  two  and  one-half  times  as  much  milk  was  received  by  the  association  In  1928 
as  in  1922.     Most  of  the  increase  in  sales  went  into  classes  1  and  2. 

tion,  may  vary  slightly  but  not  enough  to  be  of  any  significance.  To 
pool  all  penalties  in  one  pool  would  require  the  sending  out  of  re- 
fund checks  by  the  association  and  would  increase  the  cost  of  admin- 
istration of  the  plan. 

The  contract  plan  was  initiated  in  April,  1922.  Although  there 
has  been  a  large  increase  in  membership,  the  seasonal  variation  has 
been  lessened  somewhat  and  maintained  at  a  low  figure.  (Table  6.) 
June  production  is  not  ordinarily  more  than  20  per  cent  above 
November  production,  usually  the  lowest  of  the  year.  Any  producer 
may  expand  his  production  and  increase  his  contract  on  April  1 
of  each  year,  but  production  has  not  increased  enough  to  make  bur- 
densome supplies  or  to  reduce  prices.  A  considerable  part  of  the 
cream  used  in  Connecticut  comes  from  outside  the  State.  Data 
presented  in  Figure  9  indicate  that  in  six  years   (April,  1922,  to 


COOPEKATIVE   MARKETING   OF   FLUID   MILK 


43 


April,  1927)  the  volume  of  business  of  the  association  increased  to 
over  two  and  one-half  times  what  it  was  in  1922.  At  the  end  of 
this  period  an  average  of  80  per  cent  of  this  total  volume  (Table  7), 
was  being  sold  as  fluid  milk,  as  compared  with  75  per  cent  of  the 
association's  production  in  1922.  This  indicates  that  consumption 
was  more  than  keeping  pace  with  production. 


Table  7. — Percentage  of  milk  sold  i/n  various  classes  by  the  Cormecticut  Milk 
Prodiicers'  Association,  by  months,  1922-1927 


Year  begin- 
ning April 


1922 

April 

May 

June 

July 

August 

September- 
October... 
November. 
December. 
January... 
February.. 
March 


1923 

April 

May 

June 

July 

August 

September. 
October... 
November- 
December. 
January..- 
February.. 
March 


Class  1, 
milk 

used  in 
fluid 
form 


1924 

April. 

May 

June 

July 

August 

September. 

October 

November- 
December  ' . 

January 

February... 
March 


Per  cent 
72.6 
69.7 
69.4 
73.1 
69.5 
74.9 
78.8 
83.9 
78.2 
75.0 
76.3 
76.8 


74.0 


75.5 
76.5 
76.2 
74.4 
80.6 
73.2 
68.2 
67.5 


70.0 
67,7 
66.9 
73.2 
77.8 
74.0 
75.9 
77.4 


72.5 
73.7 
73.8 


Class  2, 

milk 

used 

for 

fluid 

cream 


Per  cent 
19.4 
23.7 
21.3 
19.5 
20.5 
19.4 
18.3 
12.0 
16.1 
17.7 
19.7 
19.8 


18.9 
21.8 
19.8 
17.0 
17.3 
17.0 
16.4 
17.5 
20.9 
23.4 
22.6 
23.0 


21.3 
24.2 
23.0 
19.0 
16.9 
19.3 
17.9 
18.3 


20.5 
19.4 
19.9 


Class  3, 
milk 
used  for 
manu- 
factured 
products 
other 
than 
butter 


Per 


cent 
8.0 
6.6 
9.3 
7.4 

10.0 
5.7 
2.9 
1.0 
2.9 
3.7 
2.7 
1.3 


4.2 
8.4 
8.5 
5.6 
4.2 
5.3 
5.2 
1.5 
2.8 
3.8 
3.0 
3.0 


6.1 
6.4 
9.1 
6.3 
3.7 
4.7 
3.8 
2.9 


3.4 
2.9 
4.1 


Class  4, 

milk 
used  in 
making 
butter 


Per  cent 


3.1 

2.8 
3.6 
2.3 
2.1 


2.9 
1.5 
1.9 
1.9 
2.0 
1.5 
4.0 
.4 
3.1 
4.6 
6.9 
7.1 


3.6 
2.7 
2.0 
2.5 
1.6 
2.0 
2.4 
1.4 


3.6 
4.0 
2.2 


Year  begin- 
ning April 


1926 

April 

May 

June 

July 

August 

September. 
October... 
November. 
December. 
January... 
February.. 
March 


1926 

April 

May 

June 

July 

August 

September. 

October 

November. 
December. 
January. . . 
February.. 
March 


1927 

April 

May 

June 

July 

August 

September- 
October... 
November. 
December. 
January -.- 
February.- 
March 


Class  1, 
milk 

used  in 
fluid 
form 


Per  cent 


74.0 
71.2 
74.9 
79.3 
80.3 
81.3 
81.1 
82.0 
76.7 
73.2 
74.9 
74.0 


74.4 
69.8 
67.4 
78.9 
80.1 
77.6 
81.5 
85.0 
81.6 
81.8 
78.5 
78.3 


75.9 
70.6 
69.8 
78.3 
79.7 
81.8 
85.9 
89.5 
85.8 
81.8 
78.4 
78.3 


Class  2, 

milk 

used 

for 

fluid 


Per  ccTtt 
19.7 
23.5 
19.7 
16.5 
15.6 
14.8 
16.0 
16.2 
18.9 
21.4 
20.1 
20.8 


19.2 
21.1 
20.8 
14.5 
14.6 
16.4 
14.6 
12.8 
15.7 
14.3 
16.5 
16.9 


18.5 
22.4 
21.9 
17.1 
15.9 
14.4 
11.0 
8.5 
11.6 
14.3 
16.5 
16.9 


Class  3, 

milk 
used  for 
manu- 
factured 
products 
other 
than 
butter 


Per  cent 
4.1 
3.7 
3.9 
2.9 
2.8 
2.9 
2.1 
1.6 
3.7 
3.8 
3.7 
3.8 


5.2 
8.5 
10.3 
5.9 
4.5 
4.8 
3.5 
1.8 
2.5 
3.2 
4.4 
4.2 


4.6 
6.1 
7.1 
3.9 
3.9 
3.5 
2.8 


2.3 
3.2 
4.4 
4.2 


Class  4, 
milk 

used  in 
making 

butter 


Per  cent 
2.2 
1.6 
1. 
1. 
1. 
1. 


1.6 
1.3 
1.4 


1.2 
.6 

1.5 
.7 


1.0 
.9 

1.2 
.7 
.5 
.3 
.3 
.2 
.3 
.7 
.7 


1  Infprmation  not  available. 

AS  USEJD  BY  THE  OHIO  FARMERS  COOPEJRATTVB  MELK  ASSOCIATION 

A  contract  plan  employed  by  the  Ohio  Farmers  Cooperative  Milk 
Association,  Cleveland,  Ohio,  aims  to  equalize  production  through- 
out the  year.  The  producer  states,  before  May  10  of  each  year,  the 
total  quantity  of  milk  that  he  will  supply  to  the  association  during 
the  12  months  following  June  1  thereafter.  One-twelfth  of  this 
quantity  is  considered  the  specified  quantity  he  will  deliver  each 
month.  The  sum  of  all  these  monthly  contracts  is  the  total  supply 
which  the  association  can  contract  with  the  distributors.    If  the 


44  TECHNICAL  BULLETIN   17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

total  milk  delivered  by  a  producer  in  any  month  exceeds  his  con- 
tracted quantity,  only  that  portion  which  he  has  contracted  is  en- 
tered in  the  pool  and  paid  for  at  pool  prices.  The  quantities  deliv- 
ered by  members  in  excess  of  their  contracts  are  sold ;  each  producer 
receives  for  his  excess  an  average  of  such  price  as  the  association 
is  able  to  obtain  minus  the  necessary  handling  charges  and  other 
deductions  authorized  by  the  board  of  directors  of  the  association 
under  authority  of  the  advisory  council. 

In  case  the  actual  total  production  of  all  members  falls  below 
the  total  quantity  contracted  by  the  association,  the  board  of  direc- 
tors has  power  to  authorize  the  purchase  of  milk  outside  the  mem- 
bership. The  difference  between  the  amount  paid  for  such  milk 
and  cream  and  the  price  received  for  it  by  the  association  is  charged 
to  the  accounts  of  delinquent  producers  and  deducted  from  their 
milk  checks  on  the  basis  of  the  difference  between  the  quantity  each 
has  contracted  to  produce  and  his  actual  deliveries.  If  the  group 
as  a  whole  does  not  underproduce,  the  plan  results  in  no  penalty 
for  those  individual  members  who  underproduce. 

PLAN    OF    SCIOTO   VALLETT    MILK    PRODUCERS'    ASSOCIATION 

The  Scioto  Valley  Cooperative  Milk  Producers'  Association,  of 
Columbus,  Ohio,  has  employed  a  contract  plan.  Their  contract  pe- 
riod coincides  with  the  calendar  year.  These  contracts  run  continu- 
ously, but  either  party  may  withdraw  at  the  end  of  the  period, 
giving  30  days'  notice  before  that  time. 

Upon  signing  the  contract  the  producer  states  the  average  daily 
production  he  will  deliver  during  the  year  following.  As  long  as 
the  contract  continues  in  force  he  has  the  privilege  of  naming  a  new 
quantity  for  delivery  at  any  time  between  the  1st  and  25th  of  Jan- 
uary of  each  year.  The  producer  is  paid  fluid  or  base  prices,  which 
are  agreed  on  in  a  conference  of  distributors  and  the  producers' 
association,  for  a  quantity  of  milk  equal  to  but  not  exceeding  the 
quantity  stipulated  in  his  contract,  and  for  all  milk  in  excess  of  this 
contracted  quantity  he  receives  prices  based  on  Chicago  92-score 
butter  prices.  If  the  producer  delivers  less  than  his  monthly  total 
as  established  by  his  daily  average  contract,  he  receives  base  price 
for  the  actual  quantity  delivered  minus  a  deduction  of  a  sum  equal 
to  the  number  of  pounds  of  shortage  multiplied  by  the  difference  in 
price  between  base  and  manufactured  milk,  but  in  no  event  does 
this  price  fall  below  the  manufactured  price. 

Assuming  that  a  producer  has  contracted  to  deliver  100  pounds  per 
day,  or  3,000  pounds  in  a  30- day  month,  assume  that  in  June  he 
delivers  4,000  pounds;  3,000  pounds  would  be  sold  at  fluid  or,  as 
termed  by  that  association,  base  prices,  and  1,000  pounds  at  manu- 
factured prices.  If  it  is  assumed  that  these  prices  are  $3  and  $2,  re- 
spectively, per  100  pounds,  the  producer  would  be  paid  ($3  X  30)  + 
($2  X  10)  =  $110,  or  an  average  price  of  $2.75  per  100  pounds.  If,  in 
the  following  November,  the  member's  production  falls  to  2,000 
pounds  during  the  month  and  prices  for  fluid  and  manufactured 
milk  are  taken  at  $3.25  and  $2.25,  respectively,  the  average  price 
received  will  be  (20  X  $3.25)  -  ($3.25  -  $2.25)  X  (3,000  pounds  - 
2,000  pounds)  =  $65  -  ($1  X  10)  -  $65  -  $10  =^  $55,    The  aver- 


COOPERATIVE   MARKETING   OF   FLUID   MILK  45 

age  price  received  by  this  producer  would  be  $2.75  per  100  pounds, 
or  50  cents  per  100  pounds  less  than  if  he  had  produced  according  to 
his  contract.  The  contract  is  signed  by  the  distributor,  the  pro- 
ducer, and  the  producers'  association,  and  is  frequently  termed  a 
"  three-way  contract." 

dairymen's  league  cooperative  Association  plan 

The  Dairymen's  League  Cooperative  Association  (Inc.)  of  New 
York,  has  endeavored  to  influence  production  by  educational  cam- 
paigns. They  have  no  doubt  had  some  beneficial  effect,  but  the 
variation  in  production  in  New  York  has  followed  much  the  same 
movement  as  in  Vermont,  which  lies  outside  the  league's  territory 
and  the  influence  of  its  campaign.  As  a  means  of  correcting  this 
variation  in  certain  localities,  production  differentials  have  been 
established.  The  producer  states  the  quantity  of  milk  he  will  deliver 
monthly  during  the  following  year.  He  is  allowed  a  20  per  cent 
variation  either  above  or  below  this  stated  quantity.  If  his  produc- 
tion does  not  vary  more  than  20  per  cent  from  this  quantity  in  any 
month,  he  receives  his  share  of  the  production  bonus  set  aside  for  his 
station  or  city. 

For  example,  if  the  production  bonus  set  aside  for  a  given  city  is 
15  cents  per  100  pounds  on  all  class  1  milk  delivered,  and  each 
farmer  produces  not  more  than  15  per  cent  above  or  below  his  con- 
tracted quantity  each  receives  15  cents  per  100  pounds  more  on 
the  proportion  of  milk  going  into  class  1  than  do  those  whose  varia- 
tion is  greater.  If  a  part  of  the  producers  in  the  territory  where 
this  premium  is  in  effect  have  a  variation  in  production  such  that 
they  are  not  entitled  to  the  premium  their  share  is  prorated  among 
those  who  maintain  their  production  within  the  stipulated  limits. 
The  result  is  that  each  producer  sharing  will  receive  a  somewhat 
higher  figure  as,  perhaps,  25  cents  per  100  pounds. 

In  determining  the  net  pool  prices  on  all  milk,  the  funds  for  these 
premiums  are  first  set  aside,  and  all  remaining  are  divided  by  the 
total  quantity  of  milk,  which  gives  the  pool  price.  This  is  the  price 
received  by  the  man  who  is  outside  production-differential  territory 
or  who  does  not  receive  the  premium  because  of  his  variation  in 
production. 

THE  PLANS  COMPARED 

Both  the  basic  surplus  and  contract  plans  have  proved  effective  in 
adjusting  production.  But  because  a  plan  accomplishes  certain 
results  in  a  given  milk  shed  it  does  not  necessarily  follow  that  the 
same  results  may  be  expected  in  another  milk  shed  where  conditions 
are  somewhat  different.  It  is  probable,  however,  that  the  principles 
of  either  plan  may  be  applied  successfully  in  any  area.  Each  plan 
must  be  fitted  by  those  administering  it  to  the  particular  conditions 
of  the  milk  shed  in  which  it  operates.  The  greater  the  production 
in  excess  of  fluid  consumption  in  the  market  in  the  milk  shed  and 
surrounding  territory  the  more  difficulty  will  be  experienced  in 
operating  the  plan.  The  most  important  factor  in  its  success  under 
any  circumstances  is  probably  tne  whole-hearted  cooperation  of 
the  distributors  who  handle  the  greater  part  of  the  milk» 


46  TECHNICAL  BULLETIN   17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

It  has  been  the  experience  of  the  cooperatives  operating  under 
these  plans  that,  in  the  cases  in  which  only  a  few  distributors  handle 
a  large  proportion  of  the  business,  it  is  easier  to  obtain  their  approval 
of  the  idea  than  it  is  to  convince  the  distributors  when  the  business 
is  divided  among  a  larger  number.  Summer  competition  from  those 
producers  outside  the  cooperative  who  do  not  attempt  to  regulate 
their  production  is  greater  in  a  surplus  than  in  a  deficit  area.  If 
the  distributors  are  united  in  cooperating  with  the  association  and, 
by  so  doing,  protect  their  own  interests,  little  difficulty  may  be  expe- 
rienced from  the  outside  producers  as  long  as  prices  are  kept  at  about 
the  point  justified  by  current  market  conditions. 

The  contract  plan  has  a  degree  of  flexibility  not  so  easily  attain- 
able in  the  basic  surplus  plan.  The  former  places  upon  the  member 
the  responsibility  for  the  quantity  which  he  should  attempt  to  pro- 
duce each  month.  If  he  overestimates  or  underestimates  this  quan- 
tity, the  blame  falls  upon  himself.  The  basic  surplus  plan  leaves 
more  to  chance  the  establishment  of  a  quantity  which  forms  the  pro- 
ducers' basis  of  payment.  Either  plan  may  have  features  which  pe- 
nalize the  producer  for  underproduction,  although  the  usual  basic 
surplus  plan  as  now  employed  does  not.  Either  plan  may  be  oper- 
ated with  a  classification  or  sale  plan  so  that  the  distributor  pur- 
chases his  milk  on  the  basis  of  the  use  which  is  made  of  it,  whereas 
the  farmer  is  paid  in  relation  to  some  established  base.  The  plan 
used  by  the  Inter-State  Milk  Producers'  Association  does  not  do 
this;  payments  to  the  farmers  are  on  the  same  basis  as  are  sales  to 
the  distributors.  The  distributor  takes  any  gain  or  loss  that  results 
because  his  basic  milk  is  below  or  in  excess  of  the  quantity  consumed 
in  fluid  form. 

PRICE  POCICIES  AND  PLANS 

The  principles  to  be  followed  in  establishing  a  price  for  milk  in 
any  market  by  cooperative  fluid-milk  marketing  associations  must 
follow  economic  laws.  Although  the  forces  of  supply  and  demand 
must  determine  milk  prices  over  a  period  of  time,  there  are  many 
factors  which  determine  how  quickly  the  price  will  adjust  itself 
to  these  forces.  Because  of  the  hindrances  to  their  operation  in  the 
milk  business  in  the  way.  of  sanitary  restrictions,  contracts,  various 
buying  plans,  customs  of  the  trade,  and  possibly  inadequate  informa- 
tion as  to  supplies,  prices  are  in  many  respects  man-made.  If  the 
adjustments  are  instituted  with  skill  and  in  accordance  with  eco- 
nomic laws,  prices  may  be  made  to  react  in  such  a  way  as  to  benefit 
producers  materially.  Because  of  the  quick  reactions  resulting  from 
establishing  a  price  out  of  line  with  supply  and  demand  conditions, 
most  fluid-milk  cooperatives  early  turned  from  any  idea  of  monopoly 
control.  This  in  spite  of  the  fact  that  many,  developing  during  the 
World  War,  were  established  on  the  principle  of  securing  "  cost  of 
production  plus  a  reasonable  profit,"  and  that  their  prices,  during 
the  war,  were  based  largely  on  the  estimated  cost  of  production. 

To  be  successful  over  any  extended  periods,  a  price  policy  must 
meet  the  needs  of  the  situation  involved.  It  must  establish  a  price 
that  seems  fair  to  both  producer  and  consumer.  From  the  producer's 
standpoint  the  price  must  not  be  so  low  as  to  make  his  production 
unprofitable.     From  the  standpoint  of  the  consumer  it  must  be  low 


COOPERATIVE   MARKETING   OF   FLUID   MILK  47 

enough  to  allow  him  to  purchase  an  adequate  supply.  The  two-fold 
aim  will  be  most  nearly  accomplished  if  the  price  established  is  such 
that  the  quantity  produced  and  the  quantity  consumed  will  be  main- 
tained in  such  balance  that  drastic  readjustments  will  not  take  place. 

The  quantity  of  milk  produced  responds  quickly  and  markedly  to 
changes  in  prices  of  milk  and  of  feed  (particularly  the  concentrates). 
The  quantity  of  fluid  milk  that  the  consumer  will  buy  is  only  slightly 
affected  by  moderate  changes  in  price.  If  the  price  is  placed  either 
too  high  or  too  low,  production  may  be  adjusted  to  the  new  level 
of  prices  long  before  what  is  taking  place  is  definitely  recognized.  If 
the  retail  price  is  too  high  its  effect  on  consumption  may  be  slight. 
If  producers'  prices  are  at  a  corresponding  level  the  result  is  likely 
to  be  a  supplj^  of  milk  greatly  in  excess  of  the  quantity  required  for 
consumption  in  fluid  form.  However,  the  period  required  for  this 
reaction  to  become  effective  may  vary  from  two  months  to  more  than 
a  year.  If  the  prices  are  too  low  consumption  may  be  increased  a 
little,  but  in  a  relatively  short  period  production  may  fall  off  until  it 
is  not  sufficient  for  fluid  requirements.  In  that  case,  prices  must  be 
advanced,  which  will  stimulate  production  again  and  tend  to  cut 
down  consumption,  or  other  areas  must  be  drawn  upon  to  make  up 
the  deficit,  or  both.  If  the  distributors  continue  to  receive  milk  from 
the  outside  areas,  when  the  regular  producers  respond  to  the  increase 
in  prices  or  when  their  production  increases  seasonally,  the  market 
will  be  called  upon  to  absorb  more  milk ;  in  the  end  this  must  result 
in  lower  price. 

Before  any  cooperative-marketing  association  can  intelligently  de- 
termine what  course  to  follow  in  establishing  a  price  it  should  know 
the  basic  facts  as  to  the  relation  of  price  changes  to  production  in  its 
territory  and  the  relation  of  price  and  price  changes  to  consumption. 

A  knowledge  of  the  range  in  costs  of  milk  production  is  essential 
in  determining  how  much  milk  is  likely  to  be  produced  at  a  given 
price.  However,  if  too  large  a  quantity  of  milk  is  now  received  in  a 
market,  the  producers'  association  is  not  warranted  in  raising  the 

?rice  of  milk  merely  because  the  average  cost  of  production  is  nigh, 
f  prices  are  to  be  stabilized,  production  must  be  relatively  stable. 

The  fact  that  demand  is  so  regular  and  constant  has  resulted  in 
practically  a  fixed-price  plan  of  sales,  with  infrequent  changes.  Be- 
cause of  this,  prices  to  the  producer  are  usually  fixed  for  as  long  a 
period  as  one  month  without  any  fluctuations.  This  fixing  is  often 
done  in  advance.  In  many  of  the  markets  certain  modifications  are 
in  effect  which  provide  for  arriving  at  prices  for  the  quantities  mov- 
ing into  fluid  consumption  and  for  the  volume  used  for  less  valuable 
products.  In  each  case  there  is  a  fixed  or  contract  price  for  some 
period  of  time.  In  this  respect  the  basic  sale  of  milk  differs  from 
any  other  agricultural  commodity. 

Hardly  more  than  a  decade  ago  the  flat-price  plan  was  the  ac- 
cepted method  of  purchasing  milk.  The  distributor  bought  the  pro- 
ducers' milk  at  a  given  price.  The  distributor  sold  all  he  could  for 
fluid  use  and  manufactured  or  disposed  of  the  remainder  as  profit- 
ably as  possible.  He  took  whatever  risk  was  involved  in  having  to 
dispose  of  a  part  of  the  milk  at  a  lower  price.    He  established  his  flat 

Erice  so  low  that  the  average  price  of  all  roilk  sold  would  compensate 
im  for  any  risk  involved. 


48  TECHNICAL  BULLETIN   17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

With  the  coming  of  the  cooperative  association  to  represent  the 
producers,  the  distributor  continued  to  use  the  same  argument  for 
lower  prices  that  he  had  used  for  years:  That  there  was  so  much 
surplus  he  could  not  profitably  dispose  of  the  milk  unless  his  buying 
price  was  low.  In  many  markets  it  was  felt  that  this  was  often  used 
as  an  argument  to  place  prices  lower  than  they  should  be.  It  was 
proposed  that  the  distributor  show  the  producers  exactly  the  quan- 
tities he  sold  for  different  uses,  and  that  a  basis  of  payment  be  ar- 
ranged according  to  the  quantities  of  milk  sold  in  each  of  these 
classes.  The  plan  is  usually  known  as  the  "  Classification "  plan 
and  sometimes  as  the  "  Use     plan. 

The  producers  have  asked  a  higher  price  for  fluid  milk  on  the 
ground  that  it  is  worth  more  than  milk  for  manufacturing  purposes ; 
that  the  consumers  of  fluid  milk  will  pay  increased  prices  without 
appreciably  curtailing  consumption;  and  that  higher  fluid-milk 
prices  will  have  less  tendency  to  result  in  an  increase  in  supply  than 
is  the  case  with  the  price  of  manufactured-milk  products.  The 
near-by  producer  enjoys  a  partial  monopoly  of  the  fluid  market,  but 
for  that  portion  of  his  milk  used  to  supply  cream  or  for  manufac- 
ture he  must  compete  on  a  country-wide  or  world-wide  basis  with 
producers  in  those  localities  which  are  not  accessible  to  a  fluid 
market.  Fluid  milk  can  be  shipped  great  distances  and  arrive  in 
a  satisfactory  condition,  but  with  prices  and  transportation  rates 
on  the  present  level,  the  distance  that  this  can  be  done  economically 
is  limited.  About  400  miles  is  the  maximum  distance  that  any  con- 
siderable quantities  now  move.  The  problem  of  increased  cost  of 
sanitary  inspection  and  regulation  is  another  factor  that  tends  to 
limit  the  distance  from  which  supplies  are  obtain  d  by  a  market. 
These  obstacles  tend  to  limit  the  supply  of  fluid  milk  available  in  a 
given  market  at  the  usual  prices  which  can  be  placed  somewhat 
higher  than  prices  of  milk  for  other  uses. 

Cream  can  be  shipped  economically  much  greater  distances  than 
milk  because  of  its  more  concentrated  form.  The  production  of  a 
given  number  of  cows  occupies  about  one-tenth  the  space  and  weighs 
correspondingly  less  when  shipped  as  cream.  Cream  rates  are  ap- 
proximately one-fourth  higher  than  those  on  milk.  The  result  is 
that  cream  can  be  shipped  rather  economically,  under  present  rates, 
for  relatively  long  distances.  Points  on  the  Atlantic  seaboard  re- 
ceive large  quantities  of  cream  from  Minnesota,  Wisconsin,  Michi- 
gan, Iowa,  and  Kansas.  This  makes  the  producer  near  the  east 
coast  a  competitor  of  the  dairyman  in  the  Middle  West  in  cream 
production. 

Shipments  of  cream  to  eastern  points  have  increased  rapidly  dur- 
ing the  last  few  years.  Data  of  the  New  England  Milk  Producers' 
Association  show  that  receipts  of  western  cream  in  Boston  have 
practically  doubled  each  year  since  1925.  In  that  year  the  volume 
was  217,000  quarts;  in  1926,  554,000  quarts;  in  1927, 1,315,000  quarts; 
and  in  1928,  approximately  2,500,000  quarts,  which  was  about  10 
per  cent  of  the  city's  cream  receipts.  In  November,  1928,  western 
cream  receipts  amounted  to  about  40  per  cent  of  Boston's  cream 
receipts.  Because  of  the  large  supply  area  whose  producers  can 
profitably  compete  for  any  market  the  price  of  milk  skimmed  for 
rream  is  placed  lower  than  that  for  fluid  milk. 


COOPERATIVE   MARKETING  OF  FLUID   MILK  49 

Prices  for  milk  made  into  butter,  cheese,  and  other  manufactured 
products  range  still  lower  than  for  that  made  into  cream.  Trans- 
portation costs  for  butter  are  so  low,  when  considered  in  terms  of 
milk,  that  any  producer  is  on  fairly  equal  terms  with  any  other 
in  the  United  States  in  competing  for  any  market.  For  that  rea- 
son, the  dairyman  who  has  no  other  market  and  whose  costs  are 
low  enough  so  that  he  can  compete  with  anyone  else  in  the  country 
will  produce  for  the  butter  market.  Milk  for  many  other  manu- 
factured products  can  be  produced  with  about  the  same  care  and 
at  a  similar  cost.  Therefore,  prices  for  milk  that  is  used  in  these 
products  are  usually  somewhat  near  those  for  milk  used  in  making 
butter. 

The  greater  the  quantity  of  milk  in  any  milk  shed  in  excess  of 
that  needed  for  fluid  purposes,  the  nearer  fluid  prices  must  be  to 
those  of  milk  used  in  manufactured  dairy  products.  Because  of 
this  large  supply  that  might  be  used  for  fluid  consumption,  every 
producer  within  the  milk  shed  is  a  potential  fluid-milk  producer; 
therefore  the  difference  in  prices  for  fluid  milk  and  for  manufac- 
tured milk  can  be  only  a  little  more  than  the  increased  care  in  pro- 
ducing milk  for  the  fluid  market  costs  the  producer.  If  the  spread 
between  these  is  wide  it  is  impossible  to  keep  distributors  from 
purchasing  this  excess  milk  at  lower  prices  and  underselling  their 
competitors.  Milk  for  cream  in  such  an  area  must  also  be  sold  at 
practically  the  same  price  as  for  manufactured  products. 

The  number  of  price  classes  into  which  milk  for  sale  has  been 
divided  varies  with  different  associations.  Some  have  elaborate 
classifications;  others  have  confined  themselves  to  two  classes.  The 
uses  to  which  the  milk  is  put  should  largely  determine  the  classifi- 
cation. 

In  some  sections  practically  all  of  the  milk  not  used  in  fluid  form 
is  skimmed  for  cream.  In  that  case  two  classes — fluid  and  surplus — 
are  satisfactory.  In  others,  where  a  portion  of  the  supply  is  made 
into  butter  or  cheese,  a  third  class  is  desirable.  In  a  section  of 
heavy  surplus,  conditions  may  warrant  little  higher  price  for 
milk  used  in  cream  than  for  butter  manufacture,  and  a  twofold 
classification  may  prove  satisfactory.  It  is  probable,  however,  that 
a  threefold  classification  as  a  general  rule  will  reflect  the  proper 
price  relationship  between  supply  and  demand  for  the  different 
uses  more  adequately  than  a  twofold  one.  Additional  classes  render 
more  complicated  the  administration  of  the  plan  but  if  a  sufficiently 
distinct  line  can  be  drawn  with  respect  to  uses  a  more  elaborate 
classification  may  prove  profitable. 

The  most  usual  method  of  arranging  a  price  for  class  1  or  fluid 
milk  is  by  a  conference  between  distributors  and  the  producers'  or- 
ganization. No  two  markets  are  exactly  alike  in  the  factors  that 
should  be  considered,  or  weights  given  to  these  factors.  Through 
experience  a  number  of  associations  have  found  that  the  price  can  be 
placed  too  high.  In  the  first  place,  this  high  price  may  cause  the 
average  price  received  by  producers  to  be  high,  which  soon  results  in 
an  expansion  of  production  that  forces  prices  down.  It  may  also 
so  widen  the  difference  in  price  between  class  1  or  fluid  milk  and 
the  one  or  more  classes  of  surplus  that  the  price  to  cooperating  dis- 

95492°'-^0 i 


50  TECHNICAL  BULLETIN   179,  U.  S.  DEPT.  OF  AGRICULTURE 

tributors  is  much  higher  than  that  their  noncooperating  competitors 
have  to  pay.  The  latter,  securing  their  product  at  a  lower  price, 
are  likely  to  cut  prices  to  the  individual  consumer. 

Unless  sales  prices  for  fluid  milk  by  the  cooperative  are  reduced, 
the  cooperating  distributor  is  faced  with  a  loss  of  business,  or  he 
must  reduce  his  prices  to  the  consumer.  If  he  pays  the  higher  price 
fdr  his  milk  and  charges  a  lower  price  it  may  result  in  a  loss.  The 
difference  between  the  price  of  class  1  milk  and  the  price  of  surplus 
milk  is  limited  in  this  way,  and  the  price  of  surplus  milk  must  bo 
closely  related  to  the  prices  of  manufactured  products,  particularly 
of  butter.  The  average  selling  price  which  the  distributor  receives 
for  milk  must  necessarily  determine  an  upper  limit  on  fluid  prices. 

Frequently  the  family-delivered  price  may  be  at  a  certain  figure, 
as  15  cents;  but  a  considerable  quantity  may  be  sold  to  stores  or 
restaurants  at  a  lower  price,  making  the  average  selling  price  as 
much  as  a  cent  or  more  lower.  It  is  this  average  price  that  must 
form  the  basis  of  dealing.  As  a  general  rule,  the  higher  this  price, 
the  higher  the  fluid  price  is  likely  to  be  placed.  The  spread  between 
the  distributor's  purchasing  price  and  his  selling  price  can  not  be 
constant  for  all  markets.  If  operating  with  equal  efficiency  varia- 
tion in  distributor's  costs  in  different  markets  may  be  due  chiefly 
to  differences  in  labor  and  transportation  costs.  The  general  wage 
scale,  degree  of  unionization  of  labor,  size  of  the  city,  and  location 
of  milk  terminals,  all  influence  these  factors.  Because  distributors 
in  one  city  can  operate  on  a  5i/2-cent  spread  between  buying  and 
selling  prices,  it  does  not  necessarily  follow  that,  to  be  as  efficient, 
the  distributor  in  another  city  must  operate  on  that  spread. 

The  distributor's  average  selling  price  for  fluid  milk,  the  price  of 
surplus  milk,  the  probable  difference  between  the  prices  to  be  paid 
by  distributors  for  fluid  milk  and  surplus  milk,  the  general  price 
level  of  all  commodities,  the  level  of  milk  prices  as  compared  with 
costs  (particularly  feed  concentrates),  and  the  quantity  of  milk 
in  excess  of  probable  fluid-milk  consumption  are  all  factors  that 
must  be  given  consideration  in  establishing  a  price  for  that  portion 
of  the  milk  sold  for  consumption  in  fluid  form. 

In  arranging  prices  for  milk  that  is  skimmed  for  cream,  the  price 
of  butter  is  the  most  important  single  factor.  Cream  prices  are 
always  related  to  the  butterfat  contained  therein.  The  premium 
that  is  possible  for  producers  in  any  market  to  secure  above  butterfat 
prices  is  dependent  upon  whether  enough  is  produced  in  the  territory 
ordinarily  considered  as  the  market's  milk  shed,  the  maximum  dis- 
tance it  must  be  shipped  from  the  borders  of  this  milk  shed,  to- 
gether with  the  cost  of  transportation  and  the  restrictions  placed  by 
the  board  of  health  upon  the  entry  of  outside  cream  into  the  market. 
If  the  market  in  which  there  is  not  an  excess  supply  of  cream  does 
not  admit  cream  from  outside  its  own  inspection  district  and  milk 
shed,  the  price  at  which  distributors  can  secure  cream  in  the  open 
market  will  be  above  that  at  which  it  can  be  obtained  in  surrounding 
markets  which  admit  outside  cream  on  an  equal  trading  basis. 

The  prices  of  western  cream  sold  in  eastern  markets  are  usually 
arranged  with  New  York  92-score  butter  as  the  basis.  Some  of  the 
brokers  sell  cream  on  the  basis  of  New  York  92-score  butter  price 
plus  20  per  cent,  plus  5  cents  a  pound  for  the  butterfat  contained 


COOPERATIVE   MARKETING   OF   FLUID   MILK  51 

therein.  With  the  above  grade  of  butter  selling  at  50  cents,  the  price 
of  butterfat  in  sweet  cream  would  be  $0.50  +  (f 0.20  X  $0.50) +$0.05= 
$0.50 +  $0.10 +  $0.05  =  $0.65  a  pound.  Sales  may  also  be  arranged  at  a 
definite  percentage  of  increase  above  butter  prices.  Another  practice 
is  the  sale  of  cream  on  the  basis  of  a  fixed  premium  above  the  New 
York  butter  market.  This,  during  1928  and  1929,  has  frequently- 
ranged  from  20  cents  to  22  cents  over  the  New  York  92-score  market 
for  the  butterfat  in  the  cream.  If  the  New  York  92-score  price  is 
50  cents,  cream  would  be  selling  at  70  cents  to  72  cents  per  pound 
of  butterfat  cost,  insurance,  and  freight  to  the  eastern  buyer.  Local 
cream  may  sell  at  a  slight  premium  over  cream  that  must  be  shipped 
long  distances  as  it  is  easily  obtained  and  as  the  distributor  some- 
times feels  that  the  quality  may  be  superior.  Prices  of  surplus  milk 
in  a  deficit  area,  where  outside  cream  must  be  brought  in  but  is 
permitted  free  entry,  must  be  governed  largely  by  the  price  at  which 
the  market  can  obtain  this  outside  cream. 

Where  there  is  more  than  enough  milk  to  supply  all  the  fluid-milk 
and  cream  requirements,  the  price  of  milk  for  cream  must  be  about 
the  price  at  which  sweet  cream  can  be  obtained  from  the  country. 
This  will  be  probably  somewhat  above  the  price  of  butterfat  em- 
ployed in  manufactured  product's.  The  price  must  be  enough  bighei 
to  induce  the  producer  to  deliver  his  product  in  a  better  condition 
and  more  frequently  than  for  the  usual  manufacture  of  butter.  This 
has  been  placed  by  many  at  about  20  per  cent  above  92-score  butter 
prices  in  a  central  market. 

Prices  for  milk  made  into  butter  must  be  determined  by  the  re- 
turns that  can  be  secured  for  the  butter.  For  other  manufactured 
products  with  a  less  organized  market  than  butter,  prices  of  the 
latter  have  an  important  bearing,  but  the  price  at  which  the  product 
can  be  sold  and  its  cost  of  manufacture  are  significant  in  determining 
an  equitable  milk  price. 

In  establishing  prices  for  milk  in  classes  other  than  fluid,  coopera- 
tive associations  have  frequently  used  some  type  of  formula  with 
butterfat  as  the  basis  in  determining  these  prices. 

PRICE  METHODS  OF  SOME  INDIVIDUAL  COOPERATIVE  ASSOCIATIONS 

The  Connecticut  Milk  Producers'  Association  employs  a  classified 
plan  of  sale  according  to  the  use  made  of  the  milk.  The  plan  pro- 
vides for  four  classes,  viz :  Class  1,  all  milk  sold  in  fluid  form ;  class 
2,  milk  made  into  cream  that  is  sold  in  fluid  form;  class  3,  milk 
made  into  manufactured  products,  except  butter;  and  class  4,  milk 
used  in  making  butter. 

Prices  of  class  1  milk  are  negotiated  for  milk  containing  4  per 
cent  butterfat.  The  differential  for  a  change  of  one-tenth  of  1  per 
cent  in  butterfat  is  4  cents  per  100  pounds  of  milk.  Representatives 
of  the  producers'  association  meet  with  representatives  of  the  dis- 
tributors each  month  to  determine  what  prices  for  the  following 
month  shall  be.  Their  prices  for  class  1  milk  may  vary  from  time  to 
time.  As  long  as  retail  prices  remain  the  same,  however,  the  price 
of  fluid  milk  to  dealers  is  likely  to  be  established  at  about  the  same 
figure  from  month  to  month.  During  1926,  it  was  9%  cents  per  quart 
for  eight  months  of  the  year;  Sy^  cents,  in  May  and  June;  and  9% 


62  TECHNICAL  BULLETIN   179,  U.  S.  DEPT.  OF  AGRICULTURE 

cents,  in  July  and  August.     The  retail  price  for  1927  and  1928  was 
16  cents. 

Prices  for  class  2  milk  are  determined  usually  at  a  fixed  premium 
over  Boston  92-score  butter  for  the  butterf at  contained  therein.  The 
prices  of  class  1  milk,  per  quart,  the  premium  per  pound  of  butterf  at 
in  classes  2  and  3,  ovei"  Boston  92-score  butter,  the  price  of  butter 
and  the  retail  price  of  milk,  in  Hartford,  Conn.,  are  shown  in  Table 
8.  The  premium  above  butterfat  remains  the  same  for  long  periods. 
From  May  1,  1925,  to  September  1,  1928,  butterfat  in  class  2  was 
paid  for  at  221/2  cents  above  the  Boston  92-score  butter  market. 
There  was  a  provision  that  if  the  price  of  butter"  exceeded  50  cents 
in  any  month,  this  premium  was  limited  to  20  cents.  The  milk  goes 
with  the  fat,  with  no  additional  allowance  for  skim  milk.  Class  3 
milk  is  also  sold  at  a  fixed  premium  over  Boston  92-score  butter 
prices.  For  the  last  quarter  of  1928,  this  premium  was  15  cents  per 
pound  of  butterfat.  Class  4  milk  is  sold  at  Boston  92-score  butter 
prices  for  the  fat  contained  therein. 

Table  8. — Milk  prices  of  Connecticut  Milk  Producers'  Association,  1923-1928 


Year  and  month 

Price 
received 
for  class  1 
milk  per 

quart 

Premium  received  per 
pound   of  butterfat 
over  Boston  92-score 
butter 

Boston 

price  per 

pound  of 

92-score 

butter, 

received  for 

butterfat  in 

class  4 

milk 

Retail- 

route 

price  of 

milk  per 

Class  2 
milk 

Class  3 
mUk 

quart  at 

Hartford, 

Conn. 

1923 
Jflnnarv                             _               

Cents 
8.50 
8.60 
8.50 
8.50 
8.50 
8.50 
8.50 
8.50 
9.25 
9.25 
9.50 
9.50 

9.50 
8.50 
8.50 
8.50 
8.50 
8.50 
8.50 
8.50 
9.50 
9.50 
9.50 
9.50 

9.50 
9.50 
9.50 
8.50 
8.50 
8.50 
8.50 
8.50 
9.50 
9.50 
9.50 
9.50 

Cents 
25.0 
25.0 
25.0 
25.0 
25.0 
25.0 
27.5 
27.5 
27.5 
27.5 
25.0 
25.0 

25.0 
22.0 
22.0 
20.0 
20.0 
20.0 
20.0 
20.0 
20.0 
20.0 
20.0 
20.0 

20.0 
20.0 
20.0 
20.0 
22.5 
22.5 
22.5 
22.5 
22.5 
22.5 
22.5 
22.5 

Cents 
15.0 
15.0 
15.0 
15.0 
15  0 
15.0 
17.5 
17.5 
17.5 
17.5 
15.0 
15.0 

15.0 
12.0 
12.0 
10.0 
10.0 
10.0 
10.0 
10.0 
10.0 
10.0 
10.0 
10.0 

10.0 
10.0 
10.0 
10.0 
10.0 
10.0 
10.0 
10.0 
10.0 
10.0 
10.0 
10.0 

Cents 
52.44 
50.35 
51.11 
47.12 
42.88 
39.98 
39.70 
44.11 
4a  44 
47.81 
51.36 
53.44 

53.35 
51.73 
47.60 
39.43 
39.19 
41.52 
40.17 
38.60 
38.32 
38.36 
41.59 
44.17 

40.69 
41.11 

47.42 
45.30 
42.98 
43.26 
43.64 
43.98 
47.88 
50.60 
50.23 
49.16 

Cents 
15 

15 

March             

15 

April              

15 

May           

15 

15 

July       

15 

AuKust                              -                  -  - 

15 

Seotember               - 

16 

16 

16 

16 

1924 

Tnnnarv                             

16 

February               

15 

15 

April               

15 

May           

15 

15 

July                                                .    _    

15 

August                     

15 

16 

16 

November ^ 

December                        -  

16 
16 

1925 

16 

FpHmarv                                                         _       

16 

March                                   _  _  .  

16 

April                               

16 

May                         

15 

June               

16 

July 

16 

August                                    -            

16 

September           _  _ 

16 

October-- .  _    _  -     .  .    

16 

November 

16 

December.-, 

16 

COOPERATIVE   MARKETING   OF   FLUID  MILK 


53 


Table  8. — Milk  prices  of  Connecticut  Milk  Producers'  Association,  1923-1928 — 

Continued 


Year  and  month 


Premium  received  per 

Boston 

1  pound   of  butterfat 

price  per 
pound  of 

KetaU- 

Price 

over  Boston  92-score 

route 

received 

butter 

92-score 

price  of 

for  class  1 

butter, 
received  for 

milk  per 

milk  per 

quart  at 

Hartford, 

Conn. 

quart 

Class  2 
milk 

Class  3 
milk 

butterfat  in 
class  4 
milk 

Cents 

Cents 

Cents 

Cents 

Cetits 

9.50 

22.5 

10.0 

45.25 

16 

9.50 

22.5 

10.0 

45.38 

16 

9.50 

22.5 

10.0 

43.26 

16 

9.  .50 

22.5 

10.0 

39.96 

16 

8.50 

22.5 

10.0 

41.16 

16 

8.50 

22.5 

10.0 

41.66 

15 

8.50 

22.5 

10.0 

40.88 

15 

9.25 

22.5 

10.0 

41.87 

16 

9.50 

22.5 

10.0 

44.72 

16 

9.50 

22.5 

10.0 

46.55 

16 

9.50 

22.5 

10.0 

48.38 

16 

9.50 

22.5 

10.0 

53.69 

16 

9.50 

22.5 

10.0 

49.53 

16 

9.50 

22.5 

10.0 

51. 86 

16 

9.60 

22.5 

10.0 

50.95 

16 

9.50 

22.5 

10.0 

51.08 

16 

9.50 

22.5 

10.0 

43.76 

16 

9.50 

22.5 

10.0 

42.62 

16 

9.50 

22.5 

10.0 

41.80 

16 

9.50 

22.5 

10.0 

42.06 

16 

9.50 

22.5 

10.0 

46.24 

16 

9.50 

22.5 

10.0 

47.80 

16 

9.50 

22.5 

10.0 

48.02 

16 

9.50 

22.5 

10.0 

49.85 

16 

9.50 

22.5 

10.0 

48.62 

16 

9.50 

22.5 

10.0 

46.93 

16 

9.50 

22.5 

10.0 

49.62 

16 

9.50 

22.5 

10.0 

46.00 

16 

9.50 

22.5 

10.0 

45.38 

16 

9.50 

22.5 

10.0 

44.47 

16 

9.  50 

22.5 

10.0 

45.32 

16 

9.50 

22.5 

10.0 

47.12 

16 

9.50 

27.5 

15.0 

48.73 

16 

9.50 

27.5 

15.0 

47.96 

16 

9.50 

27.5 

15.0 

50.15 

16 

9.50 

27.5 

15.0 

50.24 

16 

January 

February.- 

March 

April 

May 

Jime 

July 

August 

September. 

October 

November. 
December. 


1926 


January — 
February., 

March 

.A-pril 

May 

June 

July 

August 

September. 

October 

November. 
December. 


1927 


January... 
February. - 

March 

April 

May 

June 

July 

August 

September. 
October.  _. 
November. 
December. 


1928 


As  long  as  these  premiums  are  held  without  change,  the  prices 
to  producers  are  likely  to  remain  fairly  steady.  Fluctuations  would 
be  due  to  varying  percentages  of  the  total  supply  being  used  in 
different  classes  and  to  changes  in  the  price  of  butter.  Average 
prices  per  100  pounds  to  producers  f .  o.  b.  the  market  for  4  per  cent 
milk,  for  the  April-March  contract  years  1922-23,  1923-24,  1924-25, 
1925-26,  1926-27,  and  1927-28  were  $3.48,  $3.71,  $3.64,  $3.84,  $3.90, 
and  $4.02,  respectively.  Increases  in  prices  have  been  due  to  higher 
butter  prices,  an  increase  in  the  proportion  of  sales  as  fluid  milk, 
and  some  to  increases  in  premiums  and  the  price  of  class  1  milk. 

In  obtaining  the  price  to  the  producer,  all  sales  to  a  given  distribu- 
tor are  weighted  according  to  the  quantities  used  in  each  of  the  dif- 
ferent classes.  The  weighted  average  price  is  the  price  which  pro- 
ducers are  paid  for  milk  f .  o.  b.  the  market.  The  result  is  a  pool  of 
the  prices  received  for  the  milk  of  all  producers  shipping  to  a  par- 
ticular distributor.  The  sales  to  another  distributor,  using  different 
quantities  of  milk  in  the  different  classes,  when  blended  together, 
may  result  in  a  slightly  different  price  to  producers  who  ship  to  him. 


54  TECHNICAL  BULLETIN   179,  U.  S.  DEPT.  OF  AGRICULTURE 

This  plan  is,  then,  essentially  a  series  of  pools  by  distributors,  the 
result  of  which  may  be  a  series  of  prices  to  producers  differing 
slightly  from  each  other  but  necessarily  rather  close  together.  Mem- 
bers who  sell  milk  to  different  distributors  but  who  are  otherwise 
under  substantially  similar  circumstances  may  then  receive  somewhat 
different  prices. 

The  Dairymen's  League  Cooperative  Association  employs  four 
principal  classes  in  the  sale  of  its  milk.  These  may  be  modified  to 
some  extent  from  time  to  time  and  certain  subdivisions  made.  The 
following  extract  relating  to  classes  is  taken  from  a  copy  of  the  dis- 
tributors' contract  ^  of  the  league  used  in  a  given  month  of  1929 : 

Class  1 

Price  $3.37  per  100  pounds. — For  all  milk  leaving  Buyer's  herein  named 
plants  in  fluid  form. 

(All  milk  leaving  Buyer's  plants  in  fluid  form  must  be  reported  and  paid 
for  in  this  Class  whether  sold  for  resale  in  fluid  form  or  for  ice  cream  manu- 
facture or  any  other  disposition.) 

For  all  milk  made  into  cream  and  leaving  Buyer's  herein  named  plants  in 
such  form  of  which  the  skim  milk  is  sold  in  fluid  form. 

For  all  milk  utilized  in  any  manner  on  which  prices  are  not  herein  estab- 
lished. 

For  all  milk  made  into  cream  and  leaving  Buyer's  herein  named  plants  in 
such  forms  of  which  the  skim  milk  is  sold  for  consumption  in  fluid  form, 
whether  or  not  in  combination  with  other  products  excepting  buttermilk. 

Class  2-A 

Price  $2.46  per  100  pounds. — For  all  milk  made  into  cream  and  leaving 
Buyer's  herein  named  plants  in  such  form. 

If  the  resulting  skim  and/or  buttermilk  is  made  into  or  sold  as  buttermilk, 
30  cents  per  100  pounds  is  to  be  added. 

If  the  resulting  skim  is  used  in  the  manufacture  of  either  ice  cream  or  the 
cheeses  described  in  Class  3,  or  skim  powder  or  sweetened  skim  condensed, 
homogenized  mixture  or  plain  skim  condensed,  25  cents  per  100  ix)unds  is  to 
be  added. 

If  the  resulting  skim  is  either  sold  to  the  farmer  or  made  into  skim  milk 
cheeses,  or  casein  or  milk  sugar,  or  if  no  profitable  disposition  is  made  thereof, 
15  cents  per  100  pounds  is  to  be  added. 

Class  2-B 

Price  $2.71  per  100  pounds. — F'or  all  milk  made  into  plain  condensed  milk. 

For  all  milk  used  in  the  manufacture  of  homogenized  mixtures  composed 
entirely  of  milk  products  with  the  addition  only  of  sugar,  flavors,  gelatin  and 
other  binders. 

For  all  milk  used  in  the  manufacture  of  ice  cream. 

For  all  milk  that  is  used  in  the  manufacture  of  cheeses  other  than  those 
specified  by  name  in  this  Class  and  Classes  3  and  4-B. 

For  all  milk  used  in  the  manufacture  of  cheeses  of  the  soft  type,  such  as 
Cream,  Neufchatel,  Pimento,  Pimento  Olive,  DeBrie,  D'Isigny,  Fort  DeSalut, 
Liederkranz,  Lunch,  Kosher,  Petit  Suisse,  etc.,  and  Farmers'  Pressed  Cheese. 

For  all  milk  from  which  only  a  part  of  the  butterfat  is  used  in  the  manufacture 
of  butter,  and  the  resultant  milk  containing  some  butterfat  is  used  in  the 
manufacture  of  soft  cheeses. 

Class  3 

Price  $2.40  per  100  pounds. — For  all  milk  that  is  used  in  the  manufacture 
of  sterilized  and  evaporated  whole  milk. 

For  all  milk  that  is  used  in  the  manufacture  of  sweetened  whole  condensed 
milk. 

'  Dairymbn^s  League  Co-Operative  Association.  Inc.,  distributors^  contract.  3  P. 
1929.     [Mimeographed.] 


COOPERATIVE   MARKETING   OF   FLUID   MILK 


55 


For  all  milk  that  is  used  in  the  manufacture  of  milk  chocolate. 

For  all  milk  used  in  the  manufacture  of  whole  milk  powder. 

For  all  milk  used  in  the  manufacture  of  powdered  malted  milk. 

For  all  milk  to  which  butterfat  is  added  that  is  used  in  the  manufacture  of 
milk  powder. 

For  all  milk  that  is  used  in  the  manufacture  of  Swiss,  Limberger,  Muenster. 
Pineapple,  Edam,  Roquefort,  Gouda,  Camembert,  Hard  Italian,  Brick,  and 
other  cheeses  of  similar  type. 

If  the  whey  resulting  from  the  manufacturing  of  cheese  covered  by  Class  3 
is  made  into  milk  sugar,  five  cents  per  100  pounds  shall  be  added  to  the  prices 
stated. 

Note : — If  the  milk  from  which  any  part  of  the  butterfat  is  removed  and  sold 
in  the  form  of  fluid  cream  is  made  into  sterilized  evaporated  or  sweetened 
condensed  milk,  Class  2  price  shall  apply  on  milk  used. 

Class  Jf-A 

Prices. — For  surplus  milk  that  is  made  into  butter.     Determined  as  follows: 

Take  for  the  months  during  which  the  milk  is  handled,  the  official  New  York 
average  outside  quotations  for  92-score  butter,  deduct  five  cents  a  pound  for 
making,  and  figure  an  over-run  of  16  per  cent.       ^ 

If  the  resulting  skim  and/or  buttermilk  is  made  into  or  sold  as  buttermilk, 
30  cents  per  100  pounds  is  to  be  added. 

If  the  resulting  s]^im  is  used  in  the  manufacture  of  either  ice  cream  or 
skim  powder  or  sweetened  skim  condensed  or  homogenized  mixture  or  plain 
skim,  condensed,  25  cents  per  100  pounds  is  to  be  added. 

If  the  resulting  skim  is  either  sold  to  the  farmer  or  made  into  skim  milk 
cheeses,  or  casein  or  milk  sugar,  or  if  no  profitable  disposition  is  made  thereof, 
15  cents  per  100  pounds  is  to  be  added. 

Any  dealer  using  50  per  cent  or  less  of  his  receipts  in  Class  4  shall  be 
allowed  5  cents  per  pound  for  making  butter,  and  when  he  uses  over  50 
per  cent  of  his  total  receipts  in  Class  4  the  allowance  for  making  shall  be  4 
cents  per  pound. 

Class  4-B 

For  surplus  milk  that  is  made  into  American  Cheese. 

Take  for  the  month  during  which  the  milk  is  handled  the  oflacial  New  York 
City  average  price  for  New  York  State  average  run  colored  and  uncolored 
flats  or  a  price  l^A  cents  per  pound  less  than  the  official  New  York  City  average 
price  for  New  York  State  fresh  flats  fancy,  whichever  the  seller  elects. 

The  allowance  for  making  cheese  under  Class  4-B  for  all  dealers  who  use  up 
to  and  including  49  per  cent  of  their  total  receipts  in  Class  4  shall  be  at  the 
rate  of  Sy2  cents  per  pound. 

For  all  those  who  use  50  to  59  per  cent  inclusive  in  Class  4,  the  allowance 
for  making  shall  be  3  cents  per  pound. 

For  those  who  use  from  60  to  69  per  cent  inclusive  in  Class  4,  the  allowance 
for  making  shall  be  2%  cents  per  pound. 

For  all  who  use  70  per  cent  or  over,  in  Class  4,  the  allowance  for  making 
shall  be  2%  cents  per  pound. 

Figure  according  to  the  test  of  milk  yields  per  each  100  pounds  of  milk  as 
follows : 


Butterfat 

Cheese 

Butterfat 

Cheese 

Butterfat 

Cheese 

test 

yield 

test 

yield 

test 

yield 

Per  cent 

Pounds 

Per  cent 

Pounds 

Percent 

Poinds 

3.0 

8.30 

4.0 

10.60 

5.0 

12.90 

3.1 

8.53 

4.1 

10.83 

5.1 

13.13 

3.2 

8.76 

4.2 

11.06 

5.2 

13.36 

3.3 

8.99 

4.3 

11.29 

5.3 

13.59 

3.4 

9.22 

4.4 

11.52 

5.4 

13.82 

3.5 

9.46 

4.5 

11.74 

5.5 

14.05 

3.6 

9.68 

4.6 

11.98 

3.7 

9.91 

4.7 

12.21 

3.8 
3.9 

10.14 
10.37 

4.8 
4.9 

12.44 
12.67 

56  TECHNICAL  BULLETIN   179,  U.  S.  DEPT.  OF  AGEICULTURE 

Disposition  of  whey. 

Prices  stated  in  Class  4-B  for  milk  made  into  cheese  apply  when  no  profitable 
disposition  shall  be  made  of  the  whey. 

If  the  whey  resulting  from  the  manufacture  of  cheese  covered  by  Class  4r-B 
is  made  into  milk  sugar,  5  cents  per  100  pounds  shall  be  added  to  the  price 
stated. 

The  prices  stated  are  based  on  delivery  of  Grade  B  milk  testing,  unless  other- 
wise specifically  stated,  3.5  per  cent  of  butterfat  at  railroad  points  from  New 
York  201-210  miles,  both  inclusive  for  Class  1 ;  201-225  miles,  both  inclusive  for 
Classes  2-A  and  2-B ;  201-250  miles,  both  inclusive  lor  Class  3  from  which  to 
New  York  Interstate  rates  apply,  and  at  all  points  at  which  milk  is  received 
from  producers  for  Class  4. 

Butterfat. — There  shall  be  a  differential  of  4  cents  per  one-tenth  of  1  per 
cent  butterfat.  Such  differential  to  be  added  to  the  base  price  for  all  milk 
testing  over  3.5  per  cent,  and  for  all  milk  testing  less  than  3.5  per  cent  down  to 
and  including  milk  testing  3  per  cent  such  differential  to  be  deducted  from  the 
base  price.  Such  diffei-entials  apply  to  all  prices  stated  in  Classes  1  and  3 
while  the  differential  to  be  thus  added  or  deducted  for  all  prices  stated  in 
Classes  2-A  and  2-B  shall  be  6  cents  per  one-tenth  of  1  per  cent  butterfat. 

For  milk  utilized  in  Classes  4r-A  and  4— B  prices  on  all  milk  testing  over 
3  per  cent  shall  be  determined  in  accordance  with  schedule  of  yields  shown 
under  Classifications  4-A  and  4-B. 

The  league  receives  milk,  actually  handles  much  of  the  milk,  and 
pays  the  producer  for  all  milk  whether'  handled  through  league 
plants  or  those  of  cooperating  distributors.  It  has  actual  milk  for 
sale.  Its  prices  for  the  various  classes,  based  upon  the  best  market 
information  it  can  secure,  are  set  at  such  points  and  with  such  differ- 
entials as  the  sales  committee  believes  will  move  the  milk.  The  buyer 
takes  no  risk  from  being  unable  to  use  all  milk  received  in  a  given 
class,  but  pays  the  class  price  for  the  quantity  utilized  in  each  class. 

The  Maryland  State  Dairymen's  Association  makes  its  sales  on  a 
plan  that  employs  only  two  classes:  (1)  Fluid  and  (2)  surplus. 
Most  of  its  surjDlus  is  used  as  sweet  cream  either  for  table  use  or  ice 
cream.  The  price  of  class  1  or  fluid  milk  is  determined  by  agree- 
ment in  conference  of  distributors  and  the  producers'  association. 
Once  a  price  is  agreed  upon  no  conference  is  held  regularly,  but  the 
price  is  continued  until  the  distributors  or  producers  request  a  price 
conference.  The  price  of  fluid  milk  was  kept  without  change  at 
31  cents  a  gallon  from  January  1,  1924,  to  October,  1926.  In  Octo- 
ber, 1926,  this  price  was  increased  to  33  cents  a  gallon,  or  $3.83  per 
100  pounds.  The  management  states  that  as  long  as  present  condi- 
tions obtain  no  change  is  contemplated.  The  retail  price  for  bottled 
milk  delivered  to  the  family  trade  was  14  cents  a  quart.  Prices  are 
made  on  a  basis  of  4  per  cent  milk,  which  is  reported  as  about  the 
average  test.  A  differential  of  one-half  cent  a  gallon  or  5.8  cents 
per  100  pounds  is  applied  for  variations  of  each  one-tenth  per  cent 
in  butterfat  above  or  below  4  per  cent. 

The  price  of  class  2  milk  is  based  on  the  price  of  New  York 
92-score  butter  and  the  price  of  class  1  milk,  according  to  a  definite 
formula.  As  long  as  there  is  no  change  in  the  price  of  class  1  milk, 
it  is  necessary  only  to  ascertain  the  average  price  of  New  York  92- 
score  butter.  The  only  regular  meetings  to  consider  the  price  of 
milk  are  those  of  the  committee  which  meets  on  the  27th  of  each 
month  to  verify  the  average  price  of  New  York  92-score  butter  for 
the  last  30  days. 

Class  2  milk  is  sold  to  the  distributors  on  the  basis  of  butterfat  in 
the  milk  and  the  price  of  fluid  milk,  by  taking  a  differential  below 


COOPERATIVE    MARKETING    OF   FLUID    MILK  57 

the  price  of  fluid  milk.  The  surplus  price  is  thus  automatically  de- 
termined by  current  prices  for  fluid  milk  and  the  New  York  butter 
prices. 

The  Maryland  and  Virginia  Milk  Producers'  Association,  of 
Washington,  D.  C,  sells  milk  on  the  same  plan  as  the  Maryland 
State  Dairymen's  Association.  Prices  are  calculated  on  the  basis  of 
4  per  cent  milk,  but  the  differential  is  6  cents  per  point,  or  per  one- 
tenth  per  cent  change  in  butterfat  content.  Distributors  also  pay 
certain  premiums  for  various  barn  and  cattle  scores,  which  on  an  aver- 
age, amount  to  approximately  23  cents  per  100  pounds.  In  the  origi- 
nal basic  surplus  plan  of  sale,  as  now- employed  by  the  Inter-State 
Milk  Producers'  Association  of  Philadelphia,  the  distributor  takes  all 
the  risk  resulting  from  the  fact  that  the  basic  milk  production  of  his 
shippers  may  not  be  in  exact  agreement  with  his  fluid  requirements ; 
that  is,  he  pays  his  producers  basic  prices  for  any  milk  up  to  the 
producers'  established  basic  quantity.  If  he  has  to  manufacture  some 
of  this  milk  he  probably  suffers  some  loss.  On  the  other  hand,  if  his 
fluid  requirements  are  in  excess  of  basic  milk,  he  can  bottle  some  of 
his  surplus  milk  and  secure  any  resulting  gain. 

Prices  for  basic  milk  are  determined  by  a  conference  between 
distributors  and  the  producers'  association.  Changes  are  considered 
only  when  one  or  the  other  side  requests  a  conference  for  that  pur- 
pose. Usually  changes  in  the  basic  price  are  infrequent  and  distribu- 
tors have  adopted  a  policy  of  no  seasonal  changes  in  retail  prices. 
Basic  prices  are  determined  on  the  basis  of  4  per  cent  milk,  f.  o.  b. 
the  market,  wdth  a  differential  addition  or  deduction  of  4  cents  per 
100  pounds  for  each  change  of  one-tenth  per  cent  in  butterfat  con- 
tent. If  milk  is  handled  by  the  distributor  through  a  receiving 
station,  the  producer  pays  a  handling  charge  of  23%  cents  per  100 
pounds  in  addition  to  the  freight. 

Prices  of  first-surplus  milk  are  determined  by  formula,  according 
to  the  butterfat  content  of  the  milk  and  New  York  92-score  butter 
prices.  The  price  per  100  pounds  is  the  butterfat  content  multiplied 
by  the  monthly  average  New  York  92-score  butter  price,  plus  20  per 
cent.  For  the  second  surplus,  the  price  per  100  pounds  is  the  butter- 
fat content  of  the  milk  multiplied  by  the  average  monthly  price  of 
New  York  92-score  butter.  These  prices  are  for  surplus  milk  f.  o.  b. 
Philadelphia.  At  receiving  stations,  the  price  is  57  cents  per  100 
pounds  less,  which  allows  the  dealer  a  handling  charge  of  23.5  cents 
per  100  pounds  and  the  freight  from  the  51-60  mile  zone  of  34.5 
cents  per  100  pounds.  No  further  freight  allowance  is  made,  and 
the  distributor,  therefore,  pays  the  producers  the  same  price  for 
surplus  milk  at  all  receiving  stations. 

The  Dairymen's  Cooperative  Sales  Co.  of  Pittsburgh  employs  a 
classification  plan  in  making  sales  to  the  distributors,  paying  accord- 
ing to  the  use  made  of  the  milk.  The  five*  classes  employed  are : 
(1)  Milk  used  in  fluid  form,  (2)  milk  used  for  cream,  (3)  milk  used 
in  making  butter,  (4)  milk  used  in  making  cheese,  (5)  milk  used  in 
evaporated  and  condensed  mUk.  Prices  for  fluid  or  class-1  milk  (3.5 
per  cent  basis)  are  arranged  by  agreement  in  a  conference  of  pro- 
ducers, consumers,  and  the  distributors.  Prices  for  class  2  or  cream 
are  based  on  prices  of  western  cream  or  of  outside  supplies.  Milk 
used  for  butter  (class  3)  at  country  plants  is  paid  for  according  to  the 


58  TECHNICAL  BULLETIN    17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

butterfat  contained  therein  at  15  per  cent  above  the  average  monthly 
quotations  of  Chicago  92-score  butter.  All  overrun  over  15  per  cent 
and  the  skim  milk  are  allowed  against  the  cost  of  manufacture. 
Prices  for  class  4  (milk  used  for  cheese)  are  determined  on  the  basis 
of  the  daily  average  New  York  quotation  for  American  cheese  white 
flats,  less  3  cents  per  pound,  as  manufacturing  expense,  on  the  basis 
of  a  yield  of  9.41  pounds  of  cheese  equaling  100  pounds  of  3.5  per  cent 
milk.  Prices  of  class  5  milk  are  charged  to  the  buyer  on  the  basis  of 
prices  determined  by  the  conference  board  of  midwestem  condens- 
eries. 

Essentially  the  whole  plan  depends  upon  the  establishment  of 
prices  of  fluid  milk  based  on  retail  prices  and  the  prices  of  manufac- 
tured products.  The  prices  of  the  latter  are  based  directly  on  na- 
tional prices  for  these  products.  The  practice  of  having  the  con- 
sumer represented  in  price  conferences  in  Pittsburgh  is  a  practice  not 
common  to  most  other  markets. 

The  New  England  Milk  Producers'  Association  makes  its  sales 
on  a  classification  plan,  using  two  classes:  (1)  All  milk  used  in  fluid 
form;  (2)  all  milk  in  excess  of  this  quantity.  Class  2  is  further 
subdivided  into  (a)  milk  used  for  cream  and  (h)  all  other  milk. 
The  price  of  class  1  milk  is  determined  monthly  by  conference  be- 
tween the  distributors  and  the  New  England  Milk  Producers'  Asso- 
ciation. The  quantity  of  milk  sold  in  class  1  is  determined  by  actual 
record.  However,  the  quantities  that  are  used  for  cream  and 
for  other  purposes  are  estimates  of  the  proportions  that  will  be 
used  for  each  purpose.  These  proportions  are  determined  in  con- 
ference in  advance.  In  months  when  production  is  lowest,  as  in  the 
last  three  months  of  the  year,  100  per  cent  of  this  surplus  may  be 
allowed  in  the  cream  class.  In  other  months  the  proportion  may 
be  75-25;  that  is,  75  per  cent  of  the  surplus  in  the  (a)  or  cream 
class  and  25  per  cent  in  the  (h)  or  other-use  class.  In  the  summer 
months,  the  percentage  allowed  in  the  cream  class  may  be  low, 
and  the  surplus  may  be  paid  for  on  a  10-90  basis. 

Prices  for  the  cream  or  (a)  class  of  surplus  are  determined  by 
taking  the  average  butterfat  content,  multiplied  by  the  average 
price  of  Boston  92-score  butter  for  the  month,  plus  20  per  cent. 
Prices  for  (h)  class  surplus  are  determined  by  taking  the  average 
monthly  92-score  Boston  butter  price,  minus  5  cents  for  manufac- 
turing cost,  plus  16%  per  cent  allowance  for  gain  in  overrun. 

The  Michigan  Milk  Producers'  Association  initiated  a  plan  of 
sale  in  Detroit  on  August  1,  1928,  which  differs  somewhat  from 
the  usual  plan.  Milk  is  divided  into  two  classes — (1)  fluid  and  (2) 
surplus.  The  price  of  fluid  milk  in  Detroit  has  remained  at  $3  per 
100  pounds  for  a  considerable  period  of  time.  It  was  the  aim  to 
keep  this  price  about  constant.  The  plan  does  not  take  into  consid- 
eration changes  in  butter  prices,  but  varies  only  with  the  quantity 
of  surplus  produced  each  month.  No  definite  period  of  time  has 
been  set  for  the  continuance  of  the  plan;  presumably  it  may  be 
changed  whenever  it  appears  inequitable  to  producers  or  distribu- 
tors. This  may  depend  on  whether  or  not  retail  milk  prices,  butter 
prices,  and  cream  prices,  for  any  year,  remain  around  the  present 
levels. 

The  plan  provides  for  a  variation  in  price  according  to  the  fluc- 
tuation in  the  sales  of  fluid  milk  and  the  quantity  of  milk  that 


COOPERATIVE   MARKETING  OF  FLUID  MiLK 


m 


has  to  go  into  the  surplus  class.  It  places  a  minimum  of  $2.60  per  100 
pounds  on  all  3.5  per  cent  milk,  f .  o.  b.  Detroit.  This  plan  is,  in  effect, 
a  series  of  flat  prices  varying  according  to  the  quantity  of  surplus. 
The  butterf at  differential  for  each  one-tenth  of  1  per  cent  variation 
in  butterfat  content  is  4  cents  per  100  pounds,  when  92-score 
butter  prices  are  below  45  cents,  and  5  cents  when  they  are 
above  that  point.  The  following  schedule  gives  the  prices  which 
distributors  pay  for  milk  containing  3.5  per  cent  butterfat,  with 
varying  proportions  of  surplus: 

Schedule  of  prices  paid  hy  producers  for  fluid  mUh  f.  o.  6.  Detroit,  with  varying 

percentages  of  surplus 


Percentage  of  surplus 

Price  per 
100  pounds 

Percentage  of  surplus 

Price  per 
100  pounds 

Percentage  of  surplus 

Price  per 

100 
pounds 

10 . 

$2.95 
2.94 
2.93 
2.92 
2.91 
2.90 
2.89 
2.88 
2.87 
2.86 

20 

$2.85 
2.84 
2.83 
2.82 
2.81 
2.80 
2.783^ 
2.77 
2.75J^ 
2.74 

30 

$2.72>^ 
2.71 

11 

21 

31 

12 

22 

32 

2.69K 
2.68 

13 

23 

33           ... 

14 

24...- 

34           

2.66 

15 

25 

35 

2.65 

16 

26 

36 

2.63H 
2.62 

17 

27 

37 

18 

28 

38 : ■■"■ 

»2.60 

19 

29 

1  The  minimum  price  shall  be  $2.60  for  3.5  per  cent  milk,  f.  o.  b.  Detroit,  regardless  of 
the  quantity  of  surplus. 

The  Illinois  Milk  Producers'  Association  of  Peoria,  111.,  make  their 
contracts  with  the  distributors  for  an  entire  year  in  advance.  For 
the  year  1929,  the  distributors  agreed  to  pay  the  association  $2.77  per 
100  pounds  for  3.5  per  cent  milk  f .  o.  b.  the  market  for  all  milk  sold 
as  fluid  mill^  or  table  cream.  For  that  portion  of  the  milk  used 
for  making  butter,  cheese,  ice-cream  mix,  and  other  products,  the 
price  is  to  be  on  the  basis  of  the  butterfat  content  at  a  premium 
of  4  cents  above  the  average  92-score  price  of  butter  in  Chicago  plus 
an  allowance  of  30  cents  per  100  pounds  for  the  skim  milk.  The 
fat  differential  for  class  1  milk  is  4  cents  per  100  pounds,  either  up 
or  down  from  3.5  per  cent  for  each  variation  of  one-tenth  per  cent 
in  butterfat.  The  returns  are  pooled  so  that  each  producer  gets  the 
same  price  f .  o.  b.  the  market  for  milk  of  similar  fat  content  and 
(juality.  A  premium  above  the  pool  price  is  paid  for  quality,  deter- 
rnined  by  a  methylene  blue  test.  Each  member's  milk  is  tested  five 
times  each  month  with  the  methylene  blue  test,  and  each  time  the 
milk  passes  the  standard  set  for  the  test  the  member  receives  a 
premium  of  5  cents  per  100  pounds  for  his  milk  during  that  month. 
If  the  milk  passes  all  five  tests,  the  price  paid  is  25  cents  per  100 
pounds  above  the  pool  price.  Nonmembers  do  not  receive  the 
premiums. 

Associations  such  as  the  Twin  City  Milk  Producers  Association, 
located  in  a  large-surplus  section,  must  necessarily  keep  their  fluid 
prices  near  the  price  distributors  can  pay  for  milk  for  manufacture. 
Since  they  manufacture  most  of  the  surplus  received,  the  returns 
they  receive  from  this  milk  must  depend  upon  the  prices  they  can 
obtain  for  their  products.  Fluid-milk  prices  are  then  just  enough 
above  the  returns  for  manufactured  milk  to  approximately  cover  all 


60         TECHNICAL  BULLETIN  179,  U.  S.  DEPT.  OP  AaRICULTURE 

the  producer's  excess  costs,  above  the  cost  of  producing  milk  for 
manufacture. 

SOME  REPRESENTATIVE  ASSOCIATIONS 

The  cooperative  associations  described  in  the  following  pages 
are  representative  of  some  features  which  may  be  common  to  a 
number  of  such  organizations  or  to  the  particular  association  only, 
but  which  have  been  a  contributing  factor  in  the  successful  operation 
of  the  association.  They  may  serve  to  illustrate  more  clearly  the 
methods  of  operation  of  cooperative  fluid-milk  associations  in  the 
United  States. 

DAIRYMEN'S   LEAGUE   COOPERATIVE  ASSOCIATION    (INC.) 

The  Dairymen's  League  Cooperative  Association  (Inc.)  may  be 
taken  as  representative  of  the  large  operating-marketing  type  of 
association.  It  is,  in  fact,  the  largest  of  the  fluid-milk  marketing 
cooperatives.  Its  sales  for  the  fiscal  year  ended  March  31,  1929, 
amounted  to  over  $85,000,000.  The  volume  of  milk  pooled,  sales, 
and  average  number  of  shippers  during  each  year  from  1922  to 
1929  are  shown  in  Table  9.  Its  producers  are  located  throughout 
the  State  of  New  York,  in  western  Connecticut,  Massachusetts, 
Vermont,  and  northern  New  Jersey  and  Pennsylvania.  Some  milk 
is  shipped  slightly  more  than  400  miles.  In  March,  1929,  the  league 
was  operating  238  plants.  During  that  year  approximately  40 
per  cent  of  its  milk  was  handled  through  plants  operated  by  the 
league  and  the  remainder  through  plants  operated  by  distributors 
who  were  obtaining  their  milk  supply  through  the  league. 

This  association  supplies  milk  not  only  to  distributors  in  New 
York  City  but  to  those  in  other  cities  of  the  State,  including  Buffalo, 
Rochester,  and  Albany,  and  to  those  in  cities  of  northern  Pennsyl- 
vania and  New  Jersey.  Its  aim  is  to  operate  as  a  wholesaler  only. 
Occasionally  it  purchases  a  retail  business  in  order  to  provide  an 
outlet  for  fluid  milk,  but  its  policy  has  been  to  sell  such  a  business  as 
soon  as  it  can  find  a  favorable  purchaser. 

Table  9. — Volume  of  business  transacted  hy  the  Dairymeii's  League  Cooperative 
Association  (Inc.),  1922-1929 


Milk  handled— 

Percentage 
of  milk 

handled  in 
league 
plants 

Value  of 
milk  sold 

Year  ended  Mar.  31— 

In  league 

plants 

In  distributors' 
plants 

Total 

1922 

Pounds 
391, 167, 452 
793, 040,  638 
720,331,348 
731, 918,  516 
694,  781. 474 
739.334,117 
861,  089,  526 
975,941,406 

Pounds 
2, 174, 309, 353 
2,  566,  232,  720 
1, 957, 100. 130 
1,  627, 023,  390 
1,  575,  745,  366 
1, 484.  885,  949 
1,559,295,059 
1, 509, 000, 333 

Pounds 
2, 565, 476, 805 
3, 359,  273, 358 
2,677,431.478 
2, 358,  941, 906 
2, 270, 526, 840 
2,224.220,066 
2,420,384,585 
2,484,941,739 

Per  cent 
15.2 
23.6 
26.9 
31.0 
30.6 
33.2 
35.6 
39.3 

Dollars 
61. 943, 832 

1923 

82, 130, 902 

1924 

75, 132, 468 

1925           

65, 048, 895 

1926 

66,  632, 884 
73, 716, 900 

1927 

1928 

1929 

82,501,310 
85,648,162 

The  league  maintains  a  more  elaborate  field  organization  than  does 
any  of  the  other  fluid-milk  organizations.  It  has  a  directorate  of 
24,  elected  for  3-year  terms,  1  from  each  district  into  which  the  ter- 


COOPERATIVE   MARKETING   OF   FLUID   MILK  61 

ritory  is  divided  roughly  on  the  basis  of  production.  •  These  districts 
may  be  divided  into  subdistricts,  but  no  subdivision  is  made  if  it 
results  in  a  subdistrict  having  less  than  400  members.  All  director's 
districts,  and  the  subdistricts  follow  county  lines.  Each  subdistrict 
has  a  president,  who  may  be  either  the  director  of  the  district  or  a 
member  elected  as  the  subdistrict  president.  In  the  latter  case,  this 
subdistrict  president  attends  directors'  meetings,  but  has  no  vote. 

Each  subdistrict  is  composed  of  a  number  of  locals  that  are  incor- 
porated under  laws  provided  by  the  States  for  this  purpose.  Each 
local  is  a  separate  and  distinct  corporation  having  officers  and  direc- 
tors who  are  elected  annually.  There  were  approximately  800  locals 
in  the  league  in  August,  1928. 

After  every  directors'  meeting,  delegates  from  each  local  attend  a 
subdistrict  meeting  to  receive  a  report  of  the  last  directors'  meeting. 
These  delegates,  in  turn,  go  back  to  their  locals  with  a  report  of  the 
subdistrict  meeting. 

Subdistricts  and  locals  are  financed  through  the  central  organiza- 
tion ;  a  deduction  of  1  mill  per  100  pounds  on  all  milk  pooled  is  made 
for  the  subdistrict  and  2  mills  for  the  local. 

The  territory  is  also  covered  by  about  15  division  offices,  located 
at  strategic  points,  each  in  charge  of  a  man  who  is  the  direct  repre- 
sentative of  the  league.  These  offices  serve  as  clearing  houses  for 
the  members  regarding  the  association's  problems.         * 

The  outstanding  duties  of  these  offices  are  to  see  that  every  eligible 
member  is  kept  in  the  association,  to  increase  the  membership 
through  obtaining  new  members,  to  obtain  signatures  to  orders  on 
distributors  when  diversions  or  transfers  take  place.  The  man  in 
charge  supervises  and  acts  as  the  detail  man  on  hauling,  looks  after 
the  convenience  of  members  in  transferring  from  one  plant  to  an- 
other, considers  complaints  regarding  weights,  tests,  and  misunder- 
standings on  checks.  He  sees  that  distributors  report  promptly  and 
assists  them  in  any  way  possible.  He  assists  the  directors  and  sub- 
district  presidents  with  respect  to  meetings  and  general  relationship 
with  members.  He  obtains  information  requested  by  department 
heads  with  respect  to  country  conditions.  The  division  representa- 
tive makes  the  direct  contact  with  the  membership,  distributors,  and 
the  public,  but  his  principal  service  is  to  the  members  in  whatever 
manner  required  by  local  conditions. 

The  management  of  the  association  is  vested  in  an  executive  com- 
mittee of  five,  elected  from  the  directors,  of  which  the  president  is 
ex  officio  chairman. 

The  total  cost  of  administrative  expenses  and  selling  expenses 
averaged  6  cents  per  100  pounds  for  the  year  ended  March  31,  1928, 
and  the  average  for  the  years  1922-1928  was  6.8  cents  per  100  pounds. 

The  association  recognizes  the  right  of  each  member  to  receive  the 
same  price  for  his  milk  as  is  paid  to  each  other  member  under  sub- 
stantially similar  circumstances  without  regard  to  the  use  made  of 
the  milk.  The  receipts  from  the  sale  of  all  milk  produced  by  mem- 
bers, whether  handled  through  league  or  distributors'  plants,  are 
pooled,  and  each  member  is  paid  by  check  direct  from  the  associa- 
tion, according  to  the  quantity  of  milk  which  he  delivered  during 
that  month.  Checks  are  mailed  about  the  25th  of  the  month  for 
deliveries  during  the  previous  month.    At  present  approximately  40 


62  TECHNICAL  BULLETIN   179,  U.  S.  DEPT.  OF  AGRICULTURE 

per  cent  of  the  milk  handled  passes  through  plants  operated  by  the 
league.  Table  10  shows  the  quantity  of  milk  handled  by  the  league 
plants,  the  number  of  plants  operated  by  the  league  in  March  of 
each  year,  and  the  number  of  members  shipping  at  that  time. 

Table  10. — Milk  handled  through  pUmts  operated  by  the  Dairymen's  League 
Cooper ati/ve  Association  (Inc.),  1922-1929 


Year  ended 
Mar.  31 

Milk 
handled 

Plants 
operated 

by  the 
league  on 

Mar.  31 

Members 

shipping  in 

March 

Year  ended 
Mar.  31 

Milk 
handled 

Plants 
operated 

by  the 
league  on 
Mar.  31 

Members 

shipping  in 

March 

1922... 

1923 

1924 

1925 

Pounds 
391, 167, 452 
793,040,638 
720,331,348 
731, 918, 516 

Number 
84 
118 
140 
160 

Number 
42, 562 
45,  715 
36,858 
30,805 

1926 

1927 

1928 

1929 

Pounds 
694,781,474 
739, 334, 117 
861, 089, 526 
975, 941, 406 

Number 
169 
184 
218 
238 

Number 
33,170 
30,792 
34,755 
36, 952 

It  is  the  present  policy  of  the  league  to  confine  its  activities  to  the 
handling  and  sale  of  fluid  milk  as  much  as  possible  and  to  manu- 
facture surplus  only  when  it  is  found  more  economical  to  do  so. 
By  operating  a  large  number  of  country  plants  and  maintaining 
equipment  and  personnel  so  that  milk  could  be  manufactured  if 
necessary,  it  believes  that  it  can  maintain  a  key  position  in  the  in- 
dustry and  so  can  obtain  a  price  justified  by  market  conditions.  In 
case  any  large  distributor  should  discontinue  buying  league  milk,  the 
association  could  take  care  of  the  supply  until  further  sales  arrange- . 
ments  could  be  made.  Because  of  the  country  receiving  stations  the 
distributors  lack  direct  contact  with  producers  so  it  would  be  rel- 
atively difficult  for  them  to  obtain  a  supply  quickly. 

The  milk  received  is  sold  to  distributors  on  the  classified  plan ;  the 
price  is  based  upon  the  use  made  of  the  milk. 

Minor  changes  in  classification  are  made  from  time  to  time,  but 
the  following  four  classes  are  those  usually  employed :  Class  1,  fluid 
milk  and  milk  skimmed  for  fluid  cream;  class  2,  cream,  plus  skim 
charges,  ice  cream,  homogenized  soft  cheese,  such  as  cream  Neuf- 
chatel,  Pimento  Olive,  De  Brie,  D'Isigny,  Fort  De  Salut,  Liederkranz 
Lunch,  Kosher,  and  Farmers'  Pressed  Cheese;  class  3,  evaporated 
and  condensed  milk,  milk  chocolate,  whole-milk  powder,  and  hard 
cheeses,  such  as  Swiss,  Limburger,  Muenster,  Pineapple,  Edam, 
Roquefort,  Gauda,  Camembert  Hart  Italian,  and  Brick;  and  class 
4,  butter,  with  skim  charges,  and  American  cheese. 

For  the  year  ended  March  31,  1928,  57.75  per  cent  of  all  milk 
handled  through  both  distributors'  and  association  plants  was  sold 
in  class  1 ;  and  22.03  per  cent  in  class  2. 

The  net  pool  price  is  the  total  amount  received  by  the  league  less 
any  deductions  for  expenses.  The  price  to  the  individual  producer 
is  the  net  pool  price  with  adjustment  for  differences  in  transporta- 
tion costs,  butterfat,  quality,  and  other  factors. 

The  Dairymen's  League  Cooperative  Association  (Inc.)  is  a  non- 
stock corporation  and  is  financed  by  means  of  a  revolving  fund  ob- 
tained by  deductions  from  the  membership.  The  deductions  are 
made  from  the  members'  checks  each  month  and,  at  the  end  of  the 
fiscal  year,  a  certificate  of  indebtedness  is  issued  to  the  member  for 


COOPERATIVE    MARKETING   OF   FLUID   MILK 


63 


the  total  amount  deducted  during  the  year.  These  certificates  bear 
interest  at  the  rate  of  6  per  cent  and  mature  five  years  from  their 
date  of  issue.  Each  certificate  has  five  coupons  attached  to  it  repre- 
senting the  amount  of  money  due  each  year.  In  appearance  it  is 
similar  to  a  coupon  bond.  Under  terms  of  the  association's  charter, 
funds  obtained  in  this  manner  may  be  used  for  the  acquisition  and 
equipment  of  plants,  or  for  other  property  essential  to  the  market- 
ing of  milk  and  milk  products,  and  to  provide  funds  for  working 
capital.  The  average  gross  pool  prices,  administration  and  sales 
expense,  and  deductions  for  capital  purposes  for  the  years  1922  to 
1928  are  given  in  Table  11. 

Table  11. — DwvrymerCs  League  Cooperative  Association  (Ina):  Prices  to  pro- 
ducers f.  o.  &.  New  York  City  a^d  dedu4)tions  from  producers'  returns, 
1922-1929 


Year  ended  Mar.  31 

Average 
gross  pool 

price  3.5 

milk  f.  0.  b. 

New  York 

City 

Average 
deductions 
for  expense 

Net  pool 

price  to 

producers 

for  3.5 

milk  f.  0.  b. 

New  York 

City 

Average 
deductions 
for  certifi- 
cates of  in- 
debtedness 

1922 

Dollars 
2.7400 
2.6300 
2.8300 
2.  6279 
2.  9189 
3.0040 
3. 1390 
3. 1836 

Dollars 
0.0500 
.0695 
.0871 
.0832 
.0669 
.0620 
.0600 
.0600 

^Dollars 
2.6900 
2.  5605 
2.  7429 
2.5447 
2.8520 
2.9420 
3.0790 
3. 1236 

Dollars 
0  1680 

1923 

.1376 
.0957 
.0747 
.1000 
.1120 
.1110 
.1163 

1924 

1925 

1926 

1927 

1928 

1929 

MARYLAND   STATE   DAIRYMEN'S   ASSOCIATION 

The  Maryland  State  Dairymen's  Association  has  played  an  im- 
portant role  in  the  development  of  cooperative  marketing  of  fluid 
milk.  The  things  for  which  it  is  particularly  noted  are  its  use  of 
the  basic  surplus  plan  for  production  control  and  the  combination 
of  this  plan  with  the  use  plan,  by  which  distributors  pay  for  milk 
on  the  basis  of  its  use  while  the  producer  is  paid  according  to  his 
basic  and  surplus  production.  It  has  attracted  considerable  atten- 
tion, because  of  the  accumulation  of  a  contingency  reserve  fund 
adequate  to  insure  a  market-reflecting  demand  and  supply  for  the 
producers'  milk  at  any  time  and  to  guarantee  that  the  producer 
will  receive  payment  for  all  milk  delivered,  regardless  of  the 
financial  status  of  the  distributors. 

The  association  is  a  nonstock  corporation  operating  in  Baltimore 
and  Annapolis,  Md.  It  has  always  functioned  as  a  bargaining 
association.  A  membership  fee  of  $1  is  charged  upon  joining  the 
association.  The  member  is  required  to  sign  a  demand  note  to  the 
extent  of  $1  per  cow,  with  a  minimum  of  $15  if  his  herd  is  less  than 
15  cows.  The  brokerage  commission  charged  for  selling  milk  is 
1  cent  per  gallon  or  11.6  cents  per  100  pounds  for  milk  delivered 
direct  to  market.  For  that  delivered  to  receiving  stations,  the  as- 
sociation's commission  is  one-half  cent  per  gallon  or  5.8  cents  per 
100  pounds.  Producers  delivering  to  country  points  pay  2  cents  per 
gallon  or  23,2  cents  per  100  pounds,  cooling  charge,  and  producers 


64  TECHNICAL  BULLETIN   17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

shipping  their  milk  direct  to  the  market  pay  a  can-washing  charge 
of  one-fifth  cent  per  gallon  or  2.32  cents  per  100  pounds. 

An  allowance  of  one-fifth  cent  per  gallon,  or  2.32  cents  per  100 
pounds  is  made  for  current  operating  expenses,  of  which  the  associa- 
tion has  never  used  all,  and  the  remainder  is  placed  in  a  contingency 
reserve. 

The  association  guarantees  the  producer  a  market  for  all  his  milk 
all  of  the  time.  It  arranges  the  terms  of  sale  and  prices  to  the 
producer  and  guarantees  the  financial  responsibility  of  any  distrib- 
utor to  whom  it  sells  milk.  It  requires  the  distributor  to  give  bond, 
but  assumes  responsibility  for  payment  to  the  producer  in  case  he 
should  not  be  paid  at  the  proper  time  by  the  distributor.  Testing 
is  done  by  a  disinterested  agency  on  a  contract  at  a  given  rate  per 
sample,  and  both  distributors  and  producers  accept  these  tests  and 
share  in  the  cost  of  testing. 

This  association,  reorganized  late  in  1918,  has  grown  from  a 
membership  of  about  450  to  more  than  4,000,  at  the  present  time. 
For  the  fiscal  year  ended  July  31,  1928,  it  handled  222,738,972 
pounds  of  milk,  for  which  it  received  $8,161,257  or  an  average  of 
$3.66  per  100  pounds.  The  maximum  distance  from  which  milk  is 
brought  to  market  will  not  exceed  75  miles. 

It  was  one  of  the  pioneers  in  a  plan  for  production  control.  It 
employs  the  so-called  basic  surplus  plan,  which  has  been  adopted 
in  a  number  of  markets  since  it  was  put  into  use  in  Baltimore. 
From  1918  to  1923,  the  plan  in  use  was  similar  to  the  one  employed 
by  the  Inter-State  Milk  Producers'  Association  of  Philadelphia. 
Since  that  time,  a  number  of  interesting  modifications  have  been 
made. 

When  the  plan  was  put  into  effect  in  1918,  the  three  months  of 
October,  November,  and  December  were  taken  as  the  basic  period. 
Each  producer's  basic  quantity  was  established  for  the  following 
nine  months,  and  payment  was  made  on  the  basis  of  this  basic 
quantity,  described  for  the  Philadelphia  milk  shed.  The  farmer 
made  a  new  average  each  fall,  and  the  distributors  purchased  basic 
and  surplus  milk  as  produced.  The  distributors  assumed  the  risks 
arising  from  the  fact  that  basic  purchases  might  exceed  the  fluid 
sales  while  they  received  whatever  benefit  might  accrue  from  using 
surplus  milk  for  fluid  purposes.  It  had  been  the  aim  of  the  associa- 
tion to  develop  a  seasonal  variation  in  production  which  would  be 
more  nearly  in  accord  with  actual  consumption.  The  sales  of  fluid 
milk  are  fairly  constant  from  month  to  month ;  usually  they  do  not 
vary  more  than  10  per  cent  from  the  low  month,  which  occurs  some 
time  during  the  winter — January  perhaps — to  the  high  month,  which 
is  probably  in  the  summer  or  early  fall.  In  Baltimore,  the  high 
month  has  occurred  most  often  in  October. 

Before  the  initiation  of  the  basic  surplus  plan  the  peak  of  produc- 
tion ordinarily  came  in  May  or  June  and  the  low  point  in  November 
oi"  December.  After  four  to  five  years  of  operation,  a  low  point 
began  to  appear  in  the  late  spring  months  (about  April)  and  an- 
other in  midsummer  following  the  pasture  season.  In  1923  this 
condition  was  further  accentuated  with  low-production  periods  ap- 
pearing about  the  same  time  as  during  the  previous  year.  The  man- 
agement of  the  association  saw  that,  if  it  continued  the  plan  then 


COOPERATIVE    MARKETING   OF   FLUID   MILK  65 

in  operation,  it  would  have  no  better  adjustment  between  production 
and  sales  than  before  the  plan  was  initiated.  The  producers  had 
reacted  too  far  to  the  price  stimulus,  and  the  pendulum  had  swung 
the  other  way.  Since  by  the  arrangement  of  the  plan  all  milk  pro- 
duced during  October,  November,  or  December  was  to  be  paid  for 
at  basic  prices,  the  distributors  now  found  themselves  facing  the 
problem  of  paying  basic  prices  for  milk  which  went  into  surplus 
uses.  The  only  method  that  could  be  followed  if  the  association 
were  to  continue  the  plan  was  to  give  the  distributors  a  lower  price 
on  basic  milk.  It  did  not  want  to  do  this,  and  the  distributors 
were  insistent  on  some  other  basis  of  purchasing  their  milk,  as  the 
system  was  obviously  unfair  to  them  under  conditions  existing  at 
that  time. 

Beginning  January  1,  1924,  the  association  put  into  effect  a  modi- 
fication of  the  plan  which  they  hoped  would  correct  the  situation 
and  especially  the  large  averages  in  the  fall  of  1923.  The  farmer 
was  told  that  he  would  be  given  a  basic  quantity  equal  to  that  estab- 
lished during  1922,  which  was  about  equal  to  fluid  sales.  Production 
decreased  immediately,  and  in  April  they  were  allowed  to  use  the 
1923  fall  averages  instead  of  1922.  Production  increased  and  was 
still  so  high  by  September  that  the  association  found  it  necessary 
to  put  them  back  on  the  1922  averages,  which  was  continued  until 
the  end  of  the  year.  Beginning  January  1,  1925,  each  producer  was 
allowed  a  basic  quantity  equal  to  the  3-year  averages  of  his  basic 
quantities  for  1921,  1922,  and  1923.  The  total  basic  milk  thus  al- 
lotted was  in  rather  close  agreement  with  fluid  sales  at  that  time. 
Shippers  coming  in  after  January  1  and  before  October  of  any 
year  were  to  be  admitted  on  a  50-50  basis.  After  October  1  they 
were  to  be  allowed  a  70-30  basis ;  that  is,  70  per  cent  basic  and  30  per 
cent  surplus.  After  January  1  they  were  to  be  allowed  a  basic 
quantity  equal  to  70  per  cent  of  the  fall  production  of  the  previous 
year. 

The  use  of  the  1921,  1922,  and  1923  fall  averages  as  a  basis  for 
establishing  individual  basic  quantities  is  still  in  effect,  but  there 
have  been  some  modifications  for  new  shippers  and  for  old  shippers 
who  fail  to  maintain  these  averages  during  the  three  fall  months. 

The  following  are  the  periods  employed  for  establishing  the  farm- 
ers' basic  quantities  since  1918 : 

January  1,  1919,  to  January  1,  1924;  average  production  for  Octo- 
ber, November,  and  December  of  the  previous  year. 

January  1,  1924,  to  April  1,  1924;  average  production  in  October, 
November,  and  December,  1922. 

April  1,  1924,  to  September  1,  1924;  average  production  in  Octo- 
ber, November,  and  December,  1923. 

September  1,  1924,  to  December  31,  1924;  average  production  in 
October,  November,  and  December,  1922. 

January  1,  1925,  to  December  31,  1928;  average  production  in 
October,  November,  and  December,  1921,  1922,  1923. 

For  1927,  any  member  who  failed  to  maintain  80  per  cent  of  his 
established  basic,  during  October,  November,  and  December,  1926, 
was  automatically  given  such  new  average  as  he  did  maintain  as  his 
new  basic  quantity.     For  1928,  unless  the  producer  produced  90 

95492^-50 5 


66  TECHNICAL  BULLETIN   17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

per  cent  of  the  old  average,  he  was  given  the  new  one  and,  for  1929, 
this  requirement  was  raised  to  100  per  cent.  The  following  letter 
given  out  by  the  Maryland  State  Dairymen's  Association  on  August 
1, 1928,  defines  the  policy  for  1929: 

Maryland  State  Dairymen's  Association, 

August  1,  1928. 
The  Maryland   State  Dairymen's  Association  will  continue  the  use  of  the 
present  fall   averages  as  a  basis  for   fluid-milk  sales  during  1929,   with  the 
following  exceptions : 

1.  Any  member  producer  who  does  not  produce  in  October,  November,  and 
December,  1928,  at  least  100  per  cent  of  liis  present  basic  average  will  lose 
his  present  average  on  January  1,  1929,  and  be  credited  with  an  average  based 
on  his  actual  production  in  October,  November,  and  December,  1928. 

2.  All  new  shippers  who  began  shipping  milk  on  this  market  after  November 
1,  1927,  and  prior  to  January  1,  1928,  and  are  now  being  paid  on  a  50-50  jper 
cent  basis,  will  continue  on  that  basis  after  October  1,  1928,  unless  market 
conditions  warrant  additional  basic  milk. 

3.  All  new  shippers  who  began  shipping  after  January  1,  1928,  and  are  now 
being  paid  on  a  40-60  per  cent  basis  will  on  October  1,  1928,  be  paid  on  a  50-50 
per  cent  basis,  unless  market  conditions  warrant  additional  basic  milk. 

4.  Ajiy  producer  now  on  this  market,  or  who  begins  shipping  milk  prior  to 
October  1,  1928,  and  who  fails  to  produce  and  ship  milk  during  the  entire  three 
fall  months,  will  be  credited  with  an  average  based  on  the  3-month  period. 

5.  Any  producer  now  on  this  market,  or  who  begins  shipping  milk  prior 
to  October  1,  1928,  and  who  produces  no  milk  during  the  fall  months  from 
which  an  average  can  be  taken,  then  comes  on  the  market  again  the  following 
year,  will  be  paid  surplus  price  for  all  his  milk  until  the  following  October  1. 

6.  When  any  shipper  sells  his  cows  and  ceases  to  ship  milk,  then  within 
one  year  resumes  his  shipments,  he  will  receive  surplus  price  for  all  his  milk 
until  the  following  October  1. 

7.  If,  on  January  1,  1929,  it  is  found,  after  all  shippers  have  been  credited 
with  the  quantity  of  basic  milk  as  above  specified,  and  this  amount  is  less 
than  the  fluid  consumption  in  Baltimore,  then  the  shippers  who  had  the 
highest  per  cent  of  surplus  during  October,  November,  and  December,  1928, 
vrill  be  credited  with  any  additional  basic  milk  then  not  allocated. 

The  above  policy  was  adopted  by  the  Board  of  Directors  at  their  last  meet- 
ing, and,  we  believe,  is  the  only  policy  whereby  we  can  continue  to  market 
unlimited  production  of  milk  and  maintain  our  present  basic  and  surplus 
prices. 

Under  this  plan  some  producers  who  failed  to  keep  up  their  fall 
production  would  be  given  a  lower  basic  quantity  than  originally 
established,  at  which  time  basic  milk  and  fluid  were  approximately 
equal.  This  fact,  together  with  natural  increases  in  fluid  sales, 
would  tend  to  make  the  total  quantity  of  basic  milk  less  than  fluid 
sales.  To  correct  this,  members  who  produce  in  excess  of  their  estab- 
lished basic  quantity  during  October,  November,  and  December  of 
any  year  are  allotted  a  pro  rata  share  in  this  excess  of  fluid  sales 
over  basic  supplies.  Also,  in  past  years,  a  certain  amount  of  this 
excess  has  been  allotted  to  new  shippers  who  began  during  the 
year.  At  present,  there  is  no  i-3surance  that  the  new  shipper  will 
secure  better  than  a  40-60  basis  for  the  future,  though,  if  there  is 
additional  basic  milk  to  be  allotted,  he  may  receive  some  share  in  it. 

Under  the  plan  as  set  up  at  the  present  time,  the  producer  is 

Penalized  for  any  highly  seasonal  variation  in  production  and  may 
e  particularly  so  for  failure  to  maintain  production  during  the  last 
quarter  of  the  year. 

The  demand  for  fluid  milk  and  cream  has  been  growing  rapidly, 
^nd  there  has  been  no  necessity  to  curtail  total  production  so  long 
^s  producers  are  r^geiving  prices  that  will  give  them  an  adequate 


COOPERATIVE   MARKETING   OF   FLUID   MILK  67 

return.  Under  present  conditions  prices  of  fluid  milk  are  remain- 
ing constant  and,  under  the  plan,  no  other  producer  can  take  this 
portion  of  the  fluid  market  away  from  the  old  producer  as  long 
as  he  maintains  his  supply  for  fluid  use.  The  old  producer  who 
wisl^es  to  expand  can  do  so  if  his  costs  are  low  enough  to  enable 
him  to  produce  milk  largely  at  surplus  prices.  Likewise  the  new 
producer  can  enter  the  field  if  he  can  aft'ord  to  produce  60  per  cent 
of  his  milk  for  surplus  prices  which  have  been  well  maintained  dur- 
ing the  last  two  years.  During  May  and  June  of  1928  the  surplus 
amounted  to  73  per  cent,  yet  the  surplus  price  for  4  per  cent  milk 
was  $2.90  per  100  pounds. 

Although  farmers  are  paid  on  the  basis  of  their  basic  and  surplus 
production  in  accordance  with  the  plan  described  above,  distributors 
make  their  purchases  on  a  classification  basis  according  to  use.  A 
twofold  classification  is  employed:  (1)  All  milk  for  fluid  use  and 
(2)  all  other  milk.  The  first  class  is  usually  spoken  of  as  fluid  milk 
and  the  second  as  surplus.  Practically  all  of  the  surplus  is  used  as 
table  cream  or  for  ice  cream.  Any  change  in  prices  or  any  discus- 
sion of  proposed  changes  in  price  is  arranged  in  a  conference  be- 
tween distributors  and  the  association.  The  management  states  that 
there  has  been  only  one  price  conference  and  only  one  price  change 
that  has  not  been  automatically  taken  care  of  since  February,  1923. 
That  price  change  took  place  on  October  1,  1926,  when  the  fluid  price 
was  raised  from  31  to  33  cents  per  gallon  or  from  $3.60  to  $3.83  per 
100  pounds  for  4  per  cent  milk  f.  o.  b.  the  market.  Basic  prices  are 
always  the  same  as  fluid  prices. 

During  1928  and  1929,  with  no  factor  to  cause  any  significant 
change  in  demand  and  with  production  regulated  as  it  has  been,  it 
has  been  the  opinion  of  the  management  that  more  money  could  be 
returned  to  the  producers  if  both  fluid  prices  and  distributors'  retail 
prices  were  kept  the  same  throughout  the  year.  For  that  reason  re- 
tail prices  have  been  kept  at  14  cents  per  quart,  with  fluid  prices  at 
$3.83  per  100  pounds  since  the  last  price  change  on  October  1,  1926. 

The  price  of  surplus  milk  (class  2)  is  determined  by  formula  with 
the  price  of  New  York  92-score  butter  and  the  agreed  price  of  fluid 
milk  as  a  basis.  The  differential  between  fluid  and  surplus  milk  of 
4  per  cent  butterfat  content  is  taken  as  the  fluid  price  less  50  per 
cent  of  the  difference  between  the  fluid  price  and  the  monthly  aver- 
age price  of  New  York  92-score  butter  plus  20  per  cent,  in  all 
months  except  May  and  June,  in  which  a  differential  of  60  per  cent  is 
taken  instead  of  50  per  cent.  That  is,  the  fluid  price  (which  is  also 
the  basic  price)  minus  50  per  cent  (fluid  price  minus  four  times  New 
York  92-score  butter  price  plus  20  per  cent)  equals  the  surplus  price 
for  any  month  except  May  or  June.  To  illustrate,  assume  the  price 
of  fluid  milk  in  April  to  be  $3.80  per  100  pounds  for  4  per  cent  milk 
and  the  price  of  New  York  92-score  butter  to  be  50  cents  per  pound 
during  that  month,  then : 

$3.80-0.50   ($3.80-4  [$0.50+$0.20X $0.50] )=surplus  price. 
$3.80-0.50  ($3.80-4X$0.60)=surplus  price. 

$3.80-0.50  ($3.80-$2.40)  =$3.80-  ($0.50X$1.40)  =$3.80- $0.70= $3.10  per  100 
pounds  for  surplus  price. 

If  the  month  had  been  June  instead  of  April,  the  price  would 
have  been  $3.80-0.60  ($1.40)  =$3.80 -$0.84 =$2.96  per  100  pounds. 


68         TECHNICAL  BULLETIN   179,  U.  S.  DEPT.  OF  AGRICULTURE 

Unless  this  surplus  price  to  distributors  is  increased  by  agreement 
of  distributors  and  the  association,  it  will  be  also  the  farm  surplus 
price.  In  addition  to  the  payment  of  the  agreed  price  for  class  1, 
or  fluid  milk,  each  distributor  pays  into  a  so-called  basic  sales  ad- 
justment fund  three-fourths  of  a  cent  per  gallon.  Farmers  are 
Eaid  by  the  distributors  on  a  basic  surplus  plan;  that  is,  for  his 
asic  quantity,  the  producer  is  paid  the  basic  price,  and  for  all  in 
excess  of  this  quantity  he  receives  the  farm  surplus  price. 

If  a  distributor  finds  that  he  has  paid  for  more  basic  milk  than  he 
has  been  able  to  sell  as  fluid  and  it  has  thus  been  necessary  for  him 
to  turn  some  of  the  basic  into  surplus  uses,  he  is  paid  from  the 
basic  sales  adjustment  fund  the  difference  between  what  he  paid 
the  producer  on  the  basic  surplus  plan,  and  what  he  would  nave 
paid  had  he  purchased  it  from  him  and  paid  according  to  the  quan- 
tities used  for  fluid  and  surplus.  Then  if  some  of  the  milk  for  which 
the  farmer  is  paid  surplus  prices  is  sold  for  fluid  use,  the  distributor 
pays  into  the  basic  sales  adjustment  fund  the  difference  between 
what  he  paid  for  the  milk  as  surplus  and  what  he  would  have  paid 
for  it  as  fluid  milk ;  that  is,  basic  milk  multiplied  by  basic  price,  plus 
farm  surplus  milk,  multiplied  by  farm  surplus  price,  must  equal 
fluid  milk  multiplied  by  fluid  price,  plus  three-fourths  cent  per 
gallon,  plus  surplus  milk,  multiplied  by  surplus  price,  for  the  market 
as  a  whole  over  a  period  of  time. 

In  order  that  the  payment  into  the  basic  sales  adjustment  fund 
may  not  have  to  be  more  than  three-fourths  cent  per  gallon  or  that 
the  fund  may  not  be  increased  to  any  great  extent,  basic  must  be 
kept  approximately  equal  to  fluid  sales.  The  management  of  the 
association  has  done  this.  Their  policy  has  been  such  that  the  size 
of  the  basic  sales  adjustment  fund  has  tended  to  increase  rather 
than  decrease.  The  association  has  employed  a  part  of  this  increase 
to  increase  the  farm  surplus  price.  This  has  been  done  by  agree- 
ment of  association  and  distributors  at  a  time  of  the  year  when  it 
was  desired  to  stimulate  production.  In  such  a  case  the  farm  sur- 
plus price  would  be  found  slightly  higher  than  the  surplus  price 
paid  by  distributors. 

As  a  matter  of  actually  making  payments,  the  distributors,  on 
agreement  with  the  association,  pay  to  the  farmers  for  surplus  a 
price  higher  than  the  formula  surplus  price,  and  the  adjustment  is 
made  with  each  distributor's  account  in  the  basic  sales  adjustment 
fund,  only  as  a  bookkeeping  transaction,  no  money  in  any  case 
actually  being  paid  into  or  taken  out  of  the  fund.  A  schematic 
arrangement  of  the  plan  of  payment  to  producers  of  the  Maryland 
State  Dairymen's  Association  is  shown  in  Figure  10. 

The  contingency  reserve  fund  is  that  set  aside  out  of  brokerage 
fees  in  excess  of  one-fifth  of  a  cent  per  gallon.  On  about  one-half 
the  milk  which  is  shipped  direct,  this  amounts  to  approximately 
91/^  cents  per  100  pounds  and,  on  that  passing  through  country  sta- 
tions, about  3.5  cents  per  100  pounds.  This  brokerage  scale  has 
been  in  effect  since  1921,  and  a  careful  record  has  been  kept  of  each 
member's  contribution  to  the  fund.  No  interest  is  paid  members  on 
their  contributions.  It  is  the  belief  of  the  management  that  a  per- 
manent fund  of  about  $500,000  is  adequate.  In  1927  this  fund  had 
reached  $700,000  and,  although  deductions  continue  to  be  made, 


COOPERATIVE    MARKETING   OP   FLUID   MILK 


69 


those  contributing  in  1921  were  repaid  their  share  of  the  fund. 
In  1928  those  making  payments  in  1922  were  given  refunds.  In 
this  manner,  the  fund  is  maintained,  and  the  burden  of  its  main- 
tenance is  placed  largely  on  those  actively  engaged  in  dairying  at 
a  given  time. 

THE    INTER-STATE   MILK   PRODUCERS'    ASSOCIATION 

The  Inter-State  Milk  Producers'  Association,  which  operates  in 
Philadelphia  and  a  number  of  secondary  markets  in  that  milk  shed, 
has  been  one  of  the  outstanding  examples  of  the  successful  em- 
ployment of  the  basic  surplus  plan  of  equalizing  production.  With- 
out any  protective  policy  on  the  part  of  the  State  or  city  health 
departments,  it  has  succeeded  in  maintaining  its  association  and  has 
established  its  own  efficient  sanitary  inspection  system. 


PRODUCERS' 
RETURNS 

BASIC 
MILK 

Payment  formilM 

at  basic  price 
Paym  enr  for  m  iiK 

FARM 

SURPLUS 

MILK 

at  farm  surplus  price 

DEALERS 
PAYMENTS 


ASSOCIATION'S 
FUNDS 


FLUiD 
MILK 

0.8  cent  per  gallon 

CONTINGENCY 

RESERVE 

FUND 

Adjustment  where 
fluid  sales  exceed 
former^  basic  milk  ( 

SALES 

ADJUSTMENT 

FUND 

t  3/itCent  per  gallon     \ 

on  all  fluid  milK       | 

Adjustment  wt)ere^ 
fluid  sales  foil  below 
farmer^  basic  milH 

02  cent  per  gal/on 

DEALERS- 
SURPLUS 
MILK 

OPERATING 
FUND 

FIGURE  10.— PLAN  OF  PAYMENT  TO  PRODUCERS.  MARYLAND  STATE   DAIRY- 
MEN'S ASSOCIATION.  1929 

This  is  a  combination  of  the  basic  surplus  and  use  plans.  The  producer  receives 
payment  according  to  his  basic  and  farm  surplus  production.  The  distributor  pays 
according  to  the  quantities  employed  iu  fluid  and  surplus  uses. 

The  association  secures  milk  from  Pennsylvania,  a  distance  of 
some  400  miles  west  and  75  miles  north  of  Philadelphia,  from  the 
entire  State  of  Delaware,  the  Eastern  Shore  and  parts  of  northern 
and  western  Maryland,  northeastern  West  Virginia,  and  the  southern 
half  of  New  Jersey.  The  milk  shed  may  be  classed  as  a  deficit  area 
so  far  as  supplying  milk  and  cream  to  the  Philadelphia  market. 
It  furnishes  all  of  the  fluid  milk  and  a  part  of  the  cream,  but  large 
quantities  of  cream  are  received  in  that  market  from  points  west  of 
Pennsylvania.  There  is  little  in  the  way  of  sanitary  restrictions 
under  city  ordinances  that  prevents  any  quality  of  cream  from  com- 
ing into  that  market. 

The  Inter-State  Milk  Producers'  AsvSociation  operates  purely  as 
a  cooperative  bargaining  organization.    It  operates  no  facilities  for 


70  TECHNICAL  BULLETIN    17  9,  U.  S.  DEPT.  OP  AGRICULTURE 

the  physical  handling  of  milk  and  confines  its  activities  to  negotia- 
tion and  adjustment  of  price  agreements,  check  testing  of  members' 
milk  for  butterfat,  settlements  with  buyers  for  errors,  and' shortages 
in  payment  for  milk.  It  does  not  assume  liability  for  payment  for 
milk,  in  case  the  distributor  fails  or  for  any  reason  does  not  pay  the 
j)roducer,  although  it  makes  every  effort  to  collect  money  due  the 
member  and  to  designate  only  financially  reliable  distributors  to 
whom  its  members  should  ship.  Through  its  close  affiliation  with 
the  Philadelphia  Inter-State  Dairy  Council,  it  carries  on  an  educa- 
tional campaign  to  increase  milk  consumption,  and  provides  for 
quality  improvement  through  a  sanitary  inspection  system  in  which 
all  members  must  have  their  farms  inspected  and  receive  a  permit 
before  they  can  ship  milk.  It  maintains  a  statistical  department  for 
the  collection  and  analysis  of  information  relative  to  market  condi- 
tions, costs,  and  the  business  of  the  association.  Through  its  editorial 
department  it  publishes  the  Milk  Producers'  Review,  through  which 
it  disseminates  the  information  to  its  membership. 

The  association  was  incorporated  in  its  present  form  on  March 
14,  1917.  Due  to  the  fact  that  there  was  no  cooperative  law  in 
Pennsylvania  at  that  time,  the  association  was  incorporated  as  a 
stock  company  under  the  laws  of  Delaware.  Its  charter  provided 
for  an  issue  of  $100,000  of  capital  stock,  divided  into  40,000  shares 
with  a  par  value  of  $2.50  per  share.  Each  member  is  required  to 
subscribe  for  stock  on  the  basis  of  one-tenth  share  for  each  cow 
owned,  with  a  minimum  holding  of  four-tenths  of  a  share.  This 
plan  of  distribution  causes  the  stock  to  be  held  in  an  approximately 
similar  proportion  to  production.  Each  member  has  the  right  to 
vote  in  person  or  by  proxy  according  to  the  number  of  shares  of 
capital  stock  held.  In  fact  each  local,  of  which  there  are  287  in  the 
association,  ordinarily  elects  a  delegate  to  represent  it  at  the  annual 
meeting,  and  this  delegate,  as  a  rule,  votes  the  proxies  of  most  of 
the  members  of  the  local. 

The  local  associations  of  the  Inter-State  Milk  Producers'  Associa- 
tion have  no  legal  status,  and  the  member  contracts  for  the  sale  of 
milk  are  direct  with  the  parent  association.  The  local  units  are 
organized,  however,  for  the  purpose  of  handling  local  problems  and 
for  gathering  the  membership  together  for  the  dissemination  of  mar- 
ket information  and  the  election  of  delegates  to  the  annual  meeting 
of  the  Inter- State  Milk  Producers'  Association,  who  will  represent 
them  and  vote  their  proxies  at  this  meeting.  The  association's  busi- 
ness is  under  the  control  of  24  directors  elected  for  a  3-year  term, 
one-third  being  elected  each  year,  who  meet  every  two  months,  and 
an  executive  committee  of  7  who  meet  as  frequently  as  necessary. 

The  association  has  shown  a  steady  growth  since  it  began  opera- 
tions, in  1917.  The  number  of  members  reported,  together  with  the 
number  of  locals  into  which  the  membership  is  divided,  is  shown 
in  Table  12.  During  their  fiscal  year,  ended  October  31,  1928,  the 
association  sold  for  its  members  798,368,828  pounds  of  milk  for 
which  the  members  received  $28,493,762.  This  represented  a  gain 
in  returns,  over  those  in  1927,  of  $2,915,514.  Data  as  to  the  volume 
handled  for  years  previous  to  that  are  not  available,  but  over  the 
5-3^ear  period  from  1923  to  1928,  total  service  charges,  the  rate  of 
which   did   not   change,   increased   from   approximately   $50,000   to 


eouPEr.ATIVE    MARKETING   OF   FLUID   MILK 


71 


$93,078,  or  an  increase  of  86  per  cent.  Five  years  ago  a  number  of 
producers  who  shipped  to  distributors  not  cooperating  with  the 
association  paid  their  service  charges  direct  to  the  association.  At 
present,  the  number  of  cooperating  distributors  has  increased,  and 
practically  all  service  charges  are  received  through  cooperating 
distributors.  Of  the  total  membership  holding  stock,  it  is  estimated 
that  approximately  15,000  are  delivering  milk  to  cooperating  dis- 
tributors. Many  of  the  others  are  not  located  so  that  they  could 
advantageously  ship  to  such  distributors. 

Table  12. — Metnhership  and  local  units  of  the  Inter-State  Milk  Prochioers' 

Association,  1917-192S 


Year  ended 

Approxi- 
mate 

member- 
ship 

! 

Local 
units 

Year  ended 

Approxi- 
mate 

member- 
ship 

Local 
units 

Year  ended 

Approxi- 
mate 

member- 
ship 

Local 
units 

Oct.  31: 

1917  » 

1918 

1919 

1920 

Number 
4,097 
6,009 
10, 219 
12,  53S 

Number 

186  1 

217  ! 

Oct.  31: 

1921 

1922 

1923 

1924 

Number 
14, 697 
15,  527 
17,  680 
19, 022 

Number 
244 
251 
264 
274 

Oct.  31: 

1925 

1926 

1927 

1928 

Number 
19, 830 
21, 820 
22,  827 
23,729 

Number 
275 
279 
281 

287 

1  Association  was  incorporated  and  began  operating  on  Mar.  14,  1917. 

The  association's  principal  contribution  to  cooperative  marketing 
has  been  its  experience  in  equalizing  seasonal  production.  It  tried 
to  function,  in  191T  and  1918,  on  the  same  plan  as  many  other 
bargaining  associations — negotiating  prices  with  distributors,  mak- 
ing them  higher  when  there  was  a  scarcity  of  milk  and  dropping 
them  again  when  supplies  became  plentiful.  The  Inter-State  Milk 
Producers'  Association,  beginning  with  1919,  put  into  use  a  plan 
adopted  by  the  Maryland  State  Dairymen's  Association,  of  Balti- 
more, the  previous  year  and.  usually  known  as  the  basic  surplus 
plan  (described  under  production  control  plans).  The  time  em- 
ployed as  the  basic  period  Vv^as  October,  November,  and  December, 
and  the  average  production  by  a  member  during  this  period  became 
his  basic  quantity  for  the  nine  months  following;  that  is,  from 
January  to  September,  inclusive.  The  use  of  this  period  was  con- 
tinued from  1920  to  1926.  Any  producer  was  allowed  to  expand  his 
business  as  much  as  he  liked,  providing  he  expanded  his  production 
in  the  last  three  months  of  the  year  accordingly. 

In  the  fall  of  1926  it  appeared  that  expansion  was  taking  place 
more  rapidly  than  necessary,  that  production  that  fall  would  be 
heavy,  and  that  there  was  a  danger  of  a  peak  of  production  appear- 
ing during  the  three  fall  months.  Prices  had  ]ust  been  raised  35 
cents  per  100  pounds,  which  gave  a  further  incentive  for  increasing- 
fall  production,  which  the  management  of  the  association  wanted 
to  offset.  It  was  announced,  therefore,  in  the  fall  of  1926,  that 
basic  quantities  established  in  the  fall  of  1925  would  be  continued 
through  the  months  of  October,  November,  and  December  of  1926,  as 
well  as  into  1927.  This  basis  supplied  a  quantity  of  milk  at  basic 
prices  which  was  estimated  to  about  equal  the  quantity  consumed 
in  fluid  form. 

As  many  producers  allowed  their  production  to  lapse  somewhat 
in  the  three  fall  months,  the  association  credited  the  producer,  on 


72  TECHNICAL  BULLETIN    17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

January  1,  1927,  with  the  fall  average  of  either  1925  or  1926,  which- 
ever was  the  higher.  For  1928  the  basic  quantity  was  taken  as  the 
average  of  that  established  in  the  previous  year  for  1927  and  pro- 
duction of  the  last  three  months  of  1927.  The  basic  quantity  for 
1929  is  the  average  of  that  used  in  1927  and  1928,  and  the  production 
in  the  last  three  months  of  1928.  This  makes  the  basic  quantity  for 
1929  an  average  of  three  years  and,  if  production  remains  at  about 
the  same  figure  during  1929  as  in  previous  years,  it  is  probable  that 
the  basic  quantity  may  be  established  on  the  basis  of  a  3-year  moving 
average  of  the  production  in  the  months  of  October,  November,  and 
December.  The  effect  of  this  plan  of  operation  upon  seasonal  pro- 
duction is  indicated  in  Figure  11. 

Prices  of  basic  milk  are  determined  by  agreement  in  a  conference 
of  representatives  of  the  producers'  association  and  the  distributors. 
If  they  should  fail  to  agree,  the  price  is  determined  by  arbitration. 
Clyde  L.  King,  of  the  University  of  Pennsylvania,  has  usually  filled 
this  place,  when  an  arbitrator  was  necessary.  Prices  at  country 
points  are  f.  o.  b.  Philadelphia  prices,  minus  the  cost  of  transporta- 
tion; and  if  the  milk  passes  through  a  receiving  station,  a  charge 
of  231/^  cents  per  100  pounds  is  made  to  the  producer.  There 
is  a  differential  of  4  cents  for  each  change  of  one-tenth  per  cent  in 
butterfat,  or  2  cents  for  each  change  of  five  one-hundredths  or 
one-twentieth  per  cent  in  butterfat  above  or  below  a  4  per  cent 
standard.  Prices  for  first  surplus  milk,  w^iich  is  a  quantity  equal  to, 
but  in  excess  of  the  producers'  basic  quantity,  are  determined  on  the 
basis  of  the  average  monthly  price  of  New  York  92-score  butter  plus 
20  per  cent  for  the  butterfat  contained  therein. 

All  milk  in  excess  of  this  first  surplus  is  paid  for  as  second  sur- 
plus, according  to  the  price  of  the  butterfat  in  it,  at  the  average 
price  of  New  York  92-score  butter  for  that  month.  No  transporta- 
tion differential  is  employed  for  any  surplus  milk  delivered  to  a 
receiving  station,  all  such  points  receiving  the  same  price.  No  allow- 
ance is  made  for  skim  milk.  Because  there  is  no  transportation  of 
surplus  milk,  the  prices  of  fluid  and  surplus  approach  each  other 
more  nearly  as  the  distance  from  market  increases.  In  addition  to 
the  above  prices,  distributors  must  pay  to  the  Inter- State  Milk  Pro- 
ducers' Association  2  cents  per  100  pounds  and  a  similar  amount  to 
the  Philadelphia  Inter- State  Dairy  Council  on  all  milk  purchased 
from  members  of  the  Inter-State  Milk  Producers'  Association.  On 
all  milk  purchased  on  the  association's  plan  from  nonmembers,  the 
distributor  pays  2  cents  per  100  pounds  to  the  above-mentioned 
dairy  council. 

In  spite  of  the  fact  that  retail  prices  in  Philadelphia  have  been 
for  the  last  10  years,  on  an  average,  over  II/2  cents  a  quart  lower 
than  in  most  other  cities  along  the  Atlantic  seaboard,  the  price  to 
producers  has  compared  favorably  with  those  paid  in  milk  sheds 
supplying  these  cities.  Retail  milk  prices  for  milk  delivered  to  the 
family  trade  in  a  number  of  cities  is  shown  in  Table  21,  page  90  of 
appendix.  In  January,  1929,  retail  prices  for  grade  B  bottled  milk, 
delivered  to  family  trade  in  the  following  eastern  cities  were  as 
follows:  Philadelphia,  13  cents;  Boston,  I5I/2  cents:  Hartford,  16 
cents;  New  York,  16  cents;  Baltimore,  14  cents;  Washington,  15 
cents;  and  Pittsburgh,  15  cents.     During  the  war  period  a  limited 


COOPERATIVE    MARKETING   OF   FLUID   MILK 


73 


amount  of  zoning  was  clone  in  Philadelphia,  which  prevented  some 
duplication  in  retailing  and  possibly  decreased  distributors'  costs 
to  some  extent.  The  lower  spread  between  the  prices  paid  producers 
and  retail  prices  to  consumers  in  Philadelphia  is  probably  due  in 
considerable  part  to  the  more  even  supply  throughout  the  year 
(fig.  11)  and  to  the  increase  in  volume  of  business  of  each  distribu- 
tor. During  the  last  10  years,  while  total  sales  of  five  large  dis- 
tributors increased  about  50  per  cent,  the  number  of  distributors  is 
reported  to  have  declined  from  about  700  to  50. 

CONNECTICUT  MILK  PRODUCERS'  ASSOCIATION 

The  Connecticut  Milk  Producers'  Association  represents  a  type  of 
bargaining  association  containing  many   features  not  common  to 


PER  CENT 


JULY 

921 

JAN. 

JULY 

1922 

JAN. 

JULY 

1923 

JAN. 

JULY 

1924 

JAN. 

JULY 

1925 

JAN. 

JULY 

1926 

JAN. 

JULY 

1927 

Figure  TL— Average  Monthly  Purchases  of  Milk  by  five  Large 
Philadelphia  Dealers  Expressed  as  Percentage  Deviation  of 
THE  Yearly  Average.    (Corrected  for  Trend) 

The  seasonal  variation  in  production  by  members  of  the  Inter-State  Milk  Producers' 
Association  decreased  from  1921  to  1925  with  a  slight  increase  in  1926. 

other  associations.  Its  successful  use  of  a  contract  plan  of  equalizing 
production  throughout  the  year  has  been  one  of  the  things  which 
set  it  apart  from  other  associations. 

It  produces  a  high  quality  of  milk  and,  along  with  this,  has  suc- 
ceeded in  bringing  a  State  policy  of  protection  to  its  dairy  business. 
Every  producer  of  milk  for  sale  in  Connecticut  must  be  registered 
with  the  office  of  the  State  dairy  and  food  commissioner  before  he 
can  sell  milk.  State  regulations  as  to  requirements  are  prescribed 
and  are  under  supervision  of  the  State  dairy  and  food  commissioner. 
While  local  boards  of  health  may  make  further  regulations  to  safe- 
guard the  health  of  their  cities,  the  fact  that  there  is  a  uniform 
regulation  throughout  the  State  results  in  little  variation  in 
requirements. 

The  State  policy  of  protection  is,  in  effect,  that  as  long  as  enough 
milk  is  produced  within  the  State  to  supply  the  people  at  a  reason- 
able price,  the  State  will  protect  its  dairymen  against  dumping  of 


74  TECHNICAL  BULLETIN   17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

outside  milk,  which  is  likely  to  come  in  at  a  lower  price.  The  State 
department,  therefore,  does  not  make  inspections  and  register  pro- 
ducers outside  the  State,  when  that  milk  is  not  needed.  The  policy 
to  date  has  proved  beneficial  to  producers  within  the  State.  Should 
the  policy  be  abandoned,  as  has  been  proposed  by  producers  in  other 
parts  of  New  England,  it  would  probably  result  in  somewhat  lower 
prices  to  producers,  with  supplies  in  the  remainder  of  New  England 
as  they  are  at  present;  it  probably  would  not  result  in  any  appre- 
ciable increase  in  prices  to  proclucers  in  other  sections  of  New 
England. 

The  plan  of  the  Connecticut  Milk  Producers'  Association  involves 
a  series  of  pools  by  distributors.  Each  pool,  therefore,  includes  only 
a  relativel}^  small  territory,  so  that  the  difficulties  common  to  pool- 
ing the  product  from  a  wide  territory  are  not  encountered.  The  asso- 
ciation obtains  milk  from  all  parts  of  the  State  except  the  extreme 
eastern  section,  which  ships  to  Providence  and  Boston.  It  also  ob- 
tains a  small  quantity  from  just  across  the  State  line  in  New  York. 
It  sells  milk  in  some  36  markets  of  the  State,  and  in  1928  was  selling 
milk  to  112  distributors.  The  total  membership  reported  on  January 
1,  1929,  was  3,547,  and  they  had  contracted  to  furnish  316,000  quarts 
of  milk  daily  from  a  total  of  45,450  cows.  Table  13  gives  the  mem- 
bership and  quantity  of  milk  contracted  by  members  from  1921  to 
1929.  The  association's  membership  includes  almost  100  per  cent  of 
those  supplying  milk  to  many  of  the  markets,  and  its  leaders  have 
estimated  about  75  per  cent  of  the  commercial  dairymen  of  the  State. 
It  is  governed  by  a  directorate  of  24,  elected  annually.  An  executive 
committee  of  five  has  the  authority  of  the  board  between  meetings. 
The  association  employs  a  general  manager  and  assistant  general 
manager. 


Table  13. 


-Connecticut  Milk  Producers'  Association:  Mcml)€rsMp  and,  milk 
under  contract  1921-1920 


Year 

Member- 
ship Jan.  1 

Cows 
owned  by 
members 

Milk  under 

contract 

for  year 

ended 

Mar.  31 

Year 

Member- 
ship Jan.  1 

Cows 
owned  by 
members 

Milk  under 

contract 

for  year 

ended 

Mar.  31 

1921 

Number 
1,445 
2,008 
2,487 
2,934 
2,923 

Number 

Quarts 
58,500 
118,000 
204,000 
224,000 
234,000 

1926-. 

Number 
3,100 
3,352 
3.505 
3,547 

Number 

QuarU 
277,000 

1922 

1927 

43, 391 
44,838 
45,450 

302,000 

1923 

1928 

1929 

324,000 

1924 

316,000 

1925 

It  is  purely  a  bargaining  association.  It  neither  owns  nor  oper- 
ates plants  nor  actually  handles  milk.  The  members  appoint  the 
association  their  sole  agent  for  the  sale  of  milk  and  agree  to  deliver 
a  specified  quantity  of  milk  each  day  to  whomever  the  management 
of  the  association  directs.  If  the  producer  fails  to  produce  the  con- 
tracted quantity  or  produces  in  excess  of  his  contract,  a  definite 
penalty  is  provided. 

Contracts  with  producers  are  made  either  on  a  pool  or  nonpool 
basis.  For  the  year  ended  March  31,  1929,  about  85  per  cent  of  the 
producers  are  under  the  pool  contract.    The  pool  contract  has  been 


COOPERATIVE    MARKETING    OF    FLUID   MILK  75 

in  use  since  April  1,  1922.  The  producer  with  the  nonpool  or  so- 
called  straight  contract  is  paid  for  all  milk  on  the  basis  negotiated 
by  the  association,  which  is  usually  the  price  of  class  1  milk.  The 
producer  agrees  to  deliver  a  specified  quantity  of  milk  each  day.  If 
his  deliveries  exceed  10  per  cent  above  his  contracted  quantity  in  any 
month,  all  milk  in  excess  of  this  10  per  cent  above  his  contracted 
quantity  is  to  be  paid  for  at  2  cents  per  quart  less  than  the  price 
specified.  Likewise,  if  the  deficiency  falls  more  than  10  per  cent 
below  the  specified  contract,  the  deficiency  below  10  per  cent  is  penal- 
ized 2  cents  per  quart.  Approximately  15  per  cent  of  the  producers 
are  selling  on  this  plan. 

The  other  85  per  cent  of  the  producers  selling  under  the  pooling 
plan  receive  a  price  determined  by  blending  the  prices  paid  by  each 
distributor,  weighted  according  to  the  quantity  of  milk  used  in  each 
class.  That  is,  each  distributor's  purchases  form  a  separate  pool  and 
the  total  money  paid  for  milk  in  all  classes  is  divided  by  the  total 
quantity  of  milk  purchased,  and  the  resulting  figure  will  be  the  price 
to  be  paid  each  producer'  for  4  per  cent  milk  f.  o.  b.  the  market. 
Producers  selling  to  different  distributors  may  then  receive  some- 
what different  prices  for  the  same  kind  of  milk,  because  some  dis- 
tributors have  used  more  of  the  milk  in  higher  classifications  than 
others.  If  this  occurs,  the  association,  having  the  authority  to  shift 
producers,  may  transfer'  some  producers  to  more  nearly  equalize 
prices. 

Contracts  with  producers  are  not  continuous  but  must  be  renewed 
annually  on  April  1,  when  the  quantity  contracted  must  be  named. 
A  series  of  meetings  is  held  each  year,  during  February  and  March, 
at  which  time  producers  can  conveniently  sign  contracts  for"  the  year 
following.  New  members  pay  a  membership  fee  of  $5.  For  the 
services  of  the  association,  the  producer  pays  annually  on  July  1, 
$1  per  cow  on  the  average  number  in  his  herd,  instead  of  a  brokerage 
fee  on  sales.  The  distributor  deducts  whatever  fees  the  association 
certifies  are  due  it  and  pays  these  amounts  to  the  association. 

THE   DAIRYMEN'S   COOPERATIVE    SALES   CO. 

This  organization  operates  as  a  bargaining  association  with  its 
primary  market  in  Pittsburgh  and  secondary  markets  in  Youngs- 
town,  Ashtabula,  Wheeling,  Sharpesville,  East  Liverpool,  New  Ken- 
sington, and  other  cities.  It  operates  no  plants  but  sells  milk  at 
wholesale  to  distributors  who  sell  the  milk  to  the  consumers.  Milk 
not  used  in  fluid  form  or  as  cream  is  manufactured  by  the  distributor. 

The  Dairymen's  Cooperative  Sales  Co.  represents  a  particular  type 
of  association.  It  combines  the  bargaining  association  with  a  number 
of  pools  within  a  milk  shed  instead  of  one  large  pool.  It  pools 
the  milk  going  to  all  the  distributors  in  a  district,  so  every  producer 
in  that  district  receives  the  same  price  for  his  milk  imder  substan- 
tially similar  circumstances  as  related  to  quality  and  location,  re- 
gardless of  the  uses  made  of  the  milk  by  the  one  distributor  to 
whom  he  sells. 

The  total  membership  reported  by  the  association  on  December  31, 
1927,  was  17,128.  The  set-up  of  the  association  places  considerable 
emphasis  on  the  local  unit.  There  are  approximately  141  local  units 
in  the  association,  and  a  minimum  of  26  members  is  required  for  a 


76  TECHNICAL  BULLETIN   179,  U.  S.  DEPT.  OF  AGRICULTURE 

local.  The  local  unit  handles  all  local  pfroblems  pertaining  to  haul- 
ing, testing,  quality  improvement  of  milk,  maintaining  membership, 
and  selecting  its  own  officers.  A  local  sends  a  delegate  to  the  ad- 
visory council  for  each  group  of  50  members,  or  major  fraction 
(26  or  more),  in  the  local.  The  advisory  council  is  the  governing 
body  of  the  producers.  At  the  council  meeting,  which  is  held  four 
times  each  year,  delegates  from  the  locals  are  given  an  opportunity 
to  discuss  their  problems. 

Policies  and  practices  pertaining  to  the  sale  of  dairy  products 
are  carried  out  by  a  board  of  five  directors.  These  directors  are 
nominated  at  the  June  meeting  of  the  advisory  council  by  the  dele- 
gates to  the  council.  The  ballots  are  forwarded  to  the  secretaries 
of  the  locals  which  hold  their  annual  meetings  about  a  week  later, 
and  producers  vote  for  directors.  The  five  persons  receiving  the 
largest  vote  are  the  directors  for  the  following  year,  and  are  respon- 
sible through  the  advisory  council  and  locals  to  the  members. 

Milk  is  sold  to  distributors  on  a  classified  price  plan  which  recog- 
nizes the  market  values  of  milk  in  different  uses.  Five  classes  are 
emplo^^ed:  (1)  Milk  in  fluid  form,  (2)  cream,  (3)  butter,  (4)  cheese, 
and  (5)  evaporated  milk. 

Prices  paid  by  distributors  for  milk  used  in  fluid  form  or  as  cream 
are  determined  in  open  conference.  The  conferees  meet  at  intervals 
of  from  one  to  five  months,  the  frequency  depending  upon  whether 
market  conditions  Avarrant  price  changes.  Prices  for  both  cream  and 
fluid  milk  are  determined  by  current  market  conditions.  Prices  for 
cream  or  milk  used  for  cream  are  determined  largely  by  prices  at 
which  western  cream  can  be  obtained.  The  retail  price  at  which  milk 
is  sold  is  determined  at  a  conference  of  distributors  in  cooperation 
with  a  committee  of  producers  and  consumers.  Usually  the  retail 
price  is  based  on  a  definite  spread  over  the  classification  price  for 
milk  used  in  fluid  form. 

Prices  for  milk  used  in  making  butter,  cheese,  and  evaporated 
milk  are  based  directly  upon  country- wide  market  prices  for  these 
commodities.  The  price  of  butterfat  in  milk  used  for  butter  at 
Pittsburgh  country  plants  is  15  per  cent  above  the  average  monthly 
quotation  of  Chicago  92-score  butter.  If  the  average  monthly  quota- 
tion for  butter  was  50  cents,  the  price  charged  per  pound  of  butter- 
fat  contained  in  the  milk  would  be  50  cents  X  1.15,  or  57.50  cents. 
For  milk  testing  3.5  per  cent  butterfat,  the  price  would  be  57.50 
cents  X  3.5  or  $2.01  per  100  pounds  for  milk  going  into  butter  at 
country  plants.  All  overrun  above  15  per  cent  and  the  skim  milk 
are  allowed  against  the  cost  of  manufacture.  For  milk  made  into 
cheese  the  distributors  pay  on  the  basis  of  the  daily  average  of  New 
York  quotations  for  American  cheese,  white  flats,  less  3  cents  per 
pound  as  a  manufacturing  expense.  It  is  assumed  that  9.41  pounds 
of  3.5  per  cent  milk  equals  1  pound  of  cheese.  Then  there  would  be 
10.63  pounds  of  cheese  in  100  pounds  of  milk.  If  the  daily  average 
of  New  York  quotations  for  cheese  were  23  cents  per  pound  and  3 
cents  is  allowed  for  manufacture,  the  price  to  be  paid  by  the  dis- 
tributor, for  3.5  per  cent  milk,  would  be  10.63X20,  or  $2.13  per  100 
pounds.  Milk  manufactured  into  evaporated  or  condensed  milk 
is  charged  to  the  distributor  or  manufacturer  on  the  basis  of  prices 
determined  by  the  conference  board  of  mid  western  condenseries. 


COOPERATIVE   MARKETING   OF   FLUID   MILK  77 

The  marketing  department  is  in  direct  charge  of  the  sales  and 
supplies.  It  serves  as  a  clearing  house  for  payments,  it  diverts  milk 
and  makes  adjustments  in  supplies  to  meet  distributors'  requirements. 

The  market  area,  in  which  the  association  operates,  is  divided 
into  12  districts.  Each  district  is  considered  a  distinct  market  unit. 
When  a  distributor  within  a  market  unit  does  not  have  enough  milk 
to  supply  his  needs,  he  reports  the  fact  to  the  marketing  department 
which  is  informed  as  to  the  relative  supply  and  requirements  of  other 
distributors  within  the  same  market  district.  Transfers  of  milk  are 
then  made  from  distributors  who  have  an  excess  to  those  who  have  an 
insufficient  supply.  This  is  usually  brought  about  by  transferring 
shippers.  So  far  as  price  is  concerned,  it  makes  no  difference  to  the 
shipper  since  his  returns  will  be  the  same.  A  distributor  not 
equipped  to  handle  surplus  may  often  have  shippers  transferred  dur- 
ing peak  production  periods.  In  times  of  shortage,  milk  may  be 
diverted  from  one  of  the  country  plants  to  one  of  the  smaller  fluid 
markets.  Definite  price  provisions  are  made  for  the  transfer  of 
milk  from  one  market  to  the  other.  Diversion  of  milk  from  one  dis- 
tributor to  another  and  one  use  to  another,  as  from  the  cream  to 
fluid-milk  class,  is  possible  because  of  the  regular  sales  on  a  use- 
classitication  basis. 

All  producers  who  have  equal  transportation  costs  receive  the  same 
price  in  a  given  market  for  milk  of  a  specified  fat  content.  The  price 
paid  producers  is  calculated  from  the  volume  of  the  entire  market 
in  each  classification  and  its  value  at  the  classification  prices,  sub- 
mitted to  the  marketing  department  of  the  association  by  the  pur- 
chasing distributors  in  a  given  market.  Each  distributor  pays  the 
producers  who  ship  milk  to  him  the  average  price  for  his  market 
(subject  to  fat  and  transportation  differentials).  When  the  total 
payments  to  producers  are  less  than  what  the  milk  actually  cost  him, 
according  to  the  volume  and  prices  in  the  different  classes,  he  pays  to 
the  marketing  department  the  difference  between  the  value  oi  the 
milk  received  in  the  different  classifications  and  the  cash  paid  to 
producers.  When  the  total  payments  to  producers  exceed  the  value 
of  milk,  calculated  at  prices  for  different  classifications,  the  market- 
ing department  pays  the  net  difference  between  the  cash  paid  out  by 
the  distributor  and  the  value  of  the  milk  received. 

This  plan  differs  from  that  of  the  usual  bargaining  association, 
in  which  each  distributor  pays  the  producers  who  ship  to  him  on  the 
basis  of  the  uses  made  of  the  milk  received  during  the  month.  Under 
that  plan,  farmers  who  produce  similar  milk  at  the  same  distance  will 
receive  the  same  price  when  the  milk  is  shipped  to  the  same  dis- 
tributor, but  if  shipped  to  different  distributors  they  will  receive  dif- 
ferent prices  because  of  the  different  proportions  ot  the  milk  used  in 
fluid  form. 

The  same  plan  of  sale  and  operation  is  applied  to  each  secondary 
market  that  is  similar  to  the  market  in  Pittsburgh.  Producers 
within  each  market  receive  the  distributors'  payments,  as  derived 
from  the  sale  of  milk  at  classification  prices,  established  in  a  confer- 
ence of  those  who  produce,  those  who  distribute,  and  those  who  con- 
sume milk  in  that  particular  market.  All  problems  relating  to  a 
given  market  are  handled  by  the  board  of  directors  of  the  association 
in  cooperation  with  the  producers  and  distributors  in  that  market. 


78  TECHNICAL  BULLETIN   179,  U.  S.  DEPT.  OF  AGRICULTURE 

Country  plants  are  maintained  in  the  Pittsburgh  district  only  at 
those  points  at  which  a  part  of  the  milk  passes  through  country  re- 
ceiving stations  and  a  part  is  shipped  direct.  These  country  plants 
are  owned  and  operated  by  the  distributors.  In  all  other  districts 
the  milk  is  shipped  direct  without  passing  through  a  receiving 
station. 

Because  of  the  high  seasonal  production,  which  amounted  in 
different  districts  to  from  50  to  80  per  cent  of  the  quantity  produced 
in  the  month  of  low  production,  the  association  has  modified  the 
plan  of  payment  to  the  producer  so  as  to  combine  a  basic  surplus 
plan  with  the  plan  in  use.  This  was  initiated  October  1,  1928,  in 
district  No.  1,  or  the  Pittsburgh  district,  and  it  is  planned  to  extend 
it  to  other  districts  of  the  shed  if  it  proves  successful. 

Sales  to  distributors  are  made  as  formerly  on  a  classification  basis 
according  to  utilization,  but  total  returns  from  these  sales  are  paid 
to  producers  in  such  a  way  that  those  producers  who  have  the  least 
seasonal  variation  in  their  production  will  supply  a  greater  propor- 
tion of  the  class  1  milk  and  therefore  receive  a  higher  average  price 
than  those  with  more  uneven  production. 

The  plan  of  securing  a  base  is  as  follows:  Total  fluid  sales  of 
distributors  for  every  month  (adjusted  to  30  days)  of  the  year  are 
ascertained,  and  the  quantity  sold  in  the  month  of  lowest  sales  is 
taken  as  the  base  month.  Production  for  each  month  of  the  year 
is  also  ascertained  and  the  average  for  the  four  lowest  consecutive 
months  of  production  (adjusted  to  30-day  month)  taken  as  the 
base  period.  The  production  by  each  member  during  this  period 
is  used  as  a  basis  for  determining  the  member's  basic  quantity  for 
the  coming  year.  The  ratio  of  sales  in  the  month  of  lowest  produc- 
tion to  the  average  monthly  production  during  the  basic  period 
forms  the  basic  ratio.  If  this  ratio  is  70,  then  each  producer  is  paid 
class  1  prices  for  70  per  cent  of  his  average  production  during  the 
basic  period ;  that  is,  assuming  the  sales  of  fluid  milk  in  the  month 
of  lowest  sales  to  be  7,000,000  pounds  and  the  average  monthly 
production  during  the  basic  period  to  be  10,000,000  pounds,  each 
producer  would  be  alloted  70  per  cent  of  his  average  production 
during  the  basic  period  as  his  basic  quantity.  Assume  his  average 
during  this  period  to  be  8,000  pounds  per  month.  Then  he  is  paid 
class  1  prices  for  70  per  cent  of  8,000  or  5,600  pounds  of  milk  during 
any  month.  All  in  excess  of  this  quantity  is  paid  for  at  surplus 
prices.  If,  however,  he  produces  only  5,000  pounds  in  any  month, 
he  is  paid  the  class  1  price  for  his  entire  production,  and  no  penalty 
is  exacted  for  his  failure  to  produce  more.  Whenever  more  than 
7,000,000  pounds  is  sold  to  distributors  as  fluid  milk  in  any  one 
month  the  proceeds  from  the  sale  of  this  additional  milk  in  class  X 
increases  the  price  of  surplus  milk  in  those  months.  There  is  no 
penalty  for  failure  to  produce  a  quantity  equal  to  or  in  excess  of 
the  producer's  basic  quantity,  except  that  the  member  who  produces 
a  larger  proportion  of  his  milk  in  the  summer  receives  lower  prices 
than  does  the  one  who  produces  a  more  even  supply  throughout  the 
year,  and  it  is  to  the  advantage  of  every  member  to  produce  as  large 
a  quantity  as  possible  during  the  basic  period. 

In  the  spring  of  1929  this  basic  surplus  plan  had  been  extended 
to  five  districts  in  the  milk  shed. 


COOPERATIVE    MARKETING   OF    FLUID    MILK  79 

COOPERATIVE  PURE  MILK  ASSOCIATION 

The  Oooperative  Pure  Milk  Association,  whicii  operates  in  Cin- 
cinnati, is  one  of  the  few  large  cooperative  fluid-milk  associations 
that  has  entered  the  field  of  retail  distribution  in  a  large  city.  The 
principal  cause  of  its  entry  into  this  field  was  the  opposition  of  the 
local  milk  trade  to  any  cooperative.  The  association  has  a  member- 
ship of  approximately  3,200.  It  secures  its  milk  from  Ohio,  Ken- 
tucky, and  Indiana,  a  maximum  distance  of  about  42  miles  in  the  two 
former  States  and  52  miles  in  the  latter.  For  the  fiscal  year  ended 
March  31,  1928,  deliveries  of  milk  were  85,036,098  pounds,  for  which 
members  received  $2,286,379,  and  in  addition  74,142  pouiMis  of  but- 
terfat  in  sour  cream,  for  which  members  were  paid  $34,291.  The 
milk  is  sold  largely  for  fluid  consumption  and  for  the  manufacture 
of  ice  cream. 

Each  producer  signs  a  contract  with  the  association  which  runs  con- 
tinuously but  may  be  canceled  by  the  producer  or  association.  During 
the  period  from  1915  to  1923  three  different  cooperative  associations 
were  engaged  in  marketing  fluid  milk  in  Cincinnati.  The  first  to 
come  into  existence,  the  Queen  City  Milk  Producers'  Association, 
was  organized  in  1917.  This  association  was  a  purely  voluntary 
organization  and  attempted  to  function  as  a  bargaining  association. 
It  remained  in  existence  until  the  Tri-State  Cooperative  Milk 
Marketing  Association  began  operation  on  January  1,  1923.  Be- 
cause of  opposition  by  the  Tri-State  Butter  Co.,  the  name  Tri-State 
was  abandoned,  and  the  charter  of  the  association  was  amended. 
A  short  time  later,  the  association  reincorporated  to  secure  the 
benefits  of  the  cooperative  laws  passed  in  Ohio,  and  a  new  charter 
was  granted  it  on  September  10,  1923,  under  the  name  of  the  Co- 
operative Pure  Milk  Association. 

The  association  was,  at  the  end  of  1928,  the  largest  fluid-milk 
cooperative  in  the  United  States,  taking  the  milk  from  the  farmer 
and  distributing  it  to  the  consumer. 

The  difficulties  with  distributors  in  Cincinnati  resulted  in  this 
particular  type  of  organization.  The  distributors  were  organized 
as  the  milk  exchange  of  the  chamber  of  commerce.  The  largest 
distributor  was  the  most  influential  member  and  the  strongest  in 
the  distributor  opposition  to  cooperatives. 

It  was  the  original  plan,  in  the  formation  of  a  cooperative  asso- 
ciation, to  negotiate  prices  with  distributors,  as  was  being  done  by 
bargaining  associations  in  other  cities.  Since  the  distributors  refused 
to  recognize  the  association,  nothing  could  be  done  as  a  bargaining 
association,  so  far  as  selling  milk  was  concerned.  The  association 
was  in  reality  forced  to  acquire  its  own  outlets  to  consumers  in  order 
to  function. 

Only  a  small  quantity  of  its  members'  milk  was  taken  at  first. 
The  association  began  the  operation  of  1  wagon  in  January,  1923, 
and  made  the  remainder  of  the  milk  into  butter  and  ice  cream.  In 
July,  1923,  it  was  operating  33  wagons.  Some  of  the  distributors 
began  to  refuse  to  take  milk  from  any  members.  The  association 
tried  to  care  for  the  milk,  even  though  it  was  necessary  to  ship  some 
of  it  south.  About  July  1,  the  association  issued  a  call  for  all  the 
members'  milk  after  July  15,  and  notified  distributors  if  they  needed 
milk  they  could  obtain  it  from  the  association.     Some  of  the  dis- 


80  TECHNICAL  BULLETIN    17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

tributors  obtained  95  per  cent  of  their  supply  from  the  association. 
The  association  had  only  four  pasteurization  plants;  had»the  dis- 
tributors refused  to  buy  milk  from  the  association,  the  latter  would 
have  had  difficulty  in  taking  care  of  it.  Before  July  15,  however, 
the  largest  distributor  in  Cincinnati,  distributing  at  that  time  about 
50  per  cent  of  the  fluid  milk,  75  per  cent  of  the  ice  cream,  and  a 
large  part  of  the  butter  and  cheese,  announced  that  it  would  buy 
its  milk  from  the  cooperative.  This  company  had  been  the  leader 
of  the  opposition,  but  control  had  passed  into  the  hands  of  a  group 
who  felt  it  would  be  more  profitable  for  them  to  work  witn  the 
cooperative. 

This  company  then  offered  to  sell  its  business  to  the  cooperative 
association.  The  association  agreed  to  buy  it  at  the  appraised  value, 
which  was  approximately  $3,600,000.  This  included  nothing  for 
good  will.  Out  of  the  120,000  shares  of  stock  outstanding,  100,000 
shares  were  placed  on  deposit  under  a  trust  agreement,  and  the  coop- 
erative agreed,  on  November  30,  1923,  to  purchase  this  stock  over  a 
5-year  period  with  the  option  of  a  3-year  extension.  The  contract 
became  effective  January  1,  1924. 

Under  the  original  agreement  the  minimum  payment  w^as  to  be 
$150,000  per  year;  in  addition  dividends  on  stock  were  to  be  main- 
tained, and  4  per  cent  of  the  valuation  of  the  assets  or  $144,000  was 
to  be  set  aside  annually  in  a  fund  to  be  used  for  expansion. 

The  purchase  of  this  business  was  financed  through  a  certificate-of- 
indebtedness  plan.  At  the  time  the  member  signed  the  contract  the 
association  required  an  advance  of  $20  per  cow,  either  cash  or  a 
30-day  note.  This  was  the  plan  on  which  the  original  plants  had 
been  financed.  In  addition  to  the  advance  payment,  the  contract 
gives  the  association  the  right  to  make  such  deductions  as  necessary 
from  the  monthly  milk  checks.  For  initial  payments  of  $20  per 
cow,  as  well  as  for  these  deductions,  certificates  of  indebtedness 
bearing  6  per  cent  interest,  payable  annually,  are  issued.  One-fifth 
of  the  principal  of  this  certificate  is  due  at  the  end  of  the  sixth  year 
and  one-fifth  annually  thereafter  until  the  end  of  the  tenth  year, 
when  the  entire  principal  will  be  repaid. 

The  management  of  the  company  was  retained  and  the  business 
carried  on  as  before.  The  milk  exchange  had  refused  to  negotiate 
with  the  company  as  soon  as  it  had  been  purchased  by  the  coopera- 
tive, and  the  distributors  started  a  costly  milk  war,  expensive  to 
them  and  to  the  cooperative.  At  the  end  of  the  first  year,  the  co- 
operative was  unable  to  meet  its  entire  contract.  The  interests  that 
had  sold  the  stock  were  sympathetic  and  wanted  to  complete  their 
sale.  They  agreed  to  allow  the  cooperative  association  to  defer  the 
dividends  due,  and  many  of  the  stockholders  generously  assigned  any 
claim  they  might  have  to  these  dividends  to  the  cooperative.  In 
1925,  they  allowed  a  modification  of  the  contract  so  that  only  7  per 
cent  dividends  were  to  be  paid  on  the  common  stock  and  6  per  cent 
on  the  preferred.  The  expansion  provision  of  the  contract  for 
$144,000  per  year,  after  having  been  carried  out  for  one  year,  was 
discontinued  until  such  time  as  the  cooperative  was  in  a  position  to 
continue  it.  The  company  sold  its  grocery  stores,  bakery,  and  some 
other  properties  and  used  the  proceeds,  together  with  its  surplus,  for 
expansion. 


COOPERATIVE   MARKETING   OF   FLUID   MILK  81 

The  5-year  period  from  the  date  the  original  contract  became 
effective,  ended  January  1,  1929.  At  the  end  of  1927  the  association 
had  paid  $8  per  share  on  the  purchase  price  of  $22.  The  original 
agreement  provided  that  one-half  of  the  stock  should  be  paid  for  at 
the  end  of  five  years,  and  that  the  entire  debt  should  be  paid  in  eight 
years.  To  meet  this  agreement  would  have  required  a  payment  of  $3 
per  share  in  1928,  which  could  have  been  met  by  increasing  deduc- 
tions or  by  outside  loans.  The  same  would  be  true  of  the  $11  per 
share  for  the  next  three  years.  On  December  20,  1928,  however,  the 
contract  with  the  stockholders  was  further  modified.  This  agree- 
ment provided  that  no  payments  would  be  made  in  1928,  1929,  or 
1930 ;  for  the  years  1931  up  to  and  including  1937,  a  minimum  pay- 
ment of  $1  per  share  must  be  made;  and  by  the  end  of  1938  full 
payment  for  the  stock  must  be  completed.  This  effects  a  7-year 
extension  of  the  original  contract. 

The  association  plans  to  continue  making  its  capital  deductions 
of  approximately  20  cents  per  100  pounds  on  deliveries,  and  the  needs 
of  the  company  for  expansion  will  be  supplied  during  the  next  few 
years  from  this  fund,  after  the  guaranteed  dividends  have  been  set 
aside.  These  deductions  for  1927-28  amounted  to  $170,373.  A  cer- 
tain amount  of  these  deductions  for  1929  and  the  years  following 
will  have  to  be  used  to  meet  payments  on  certificates  of  indebted- 
ness, the  first  of  which  will  be  due  in  1930.  If  the  present  volume 
of  business  can  be  maintained,  which  appears  probable,  the  associa- 
tion should  be  able  to  meet  its  contract  without  further  modifi- 
cations. 

Because  of  the  retail  distribution  feature,  the  operations  of  this 
association  have  been  watched  with  particular  interest  by  the  other 
cooperatives.  It  has  been  one  of  the  few  cooperatives  entering  this 
field  that  have  bought  an  active  going  concern,  in  contrast  to  the 
policy  of  buying  retail  businesses  which  some  proprietary  interest 
had  not  been  able  to  operate  at  a  profit.  Few  of  these  attempts  at 
rehabilitation  have  been  any  more  successful  than  the  operations  of 
those  from  whom  the  business  was  purchased. 

The  broadminded  attitude  toward  cooperatives  and  the  generous 
treatment  of  the  Cooperative  Pure  Milk  Association  by  the  stock- 
holders of  the  company  has  been  an  important  factor  contributing  to 
the  success  of  the  venture.  It  is  so  unusual  that  another  association 
could  not  rely  upon  finding  similar  conditions  upon  entering  the 
retail  field. 

TWIN   CITY  MILK  PRODUCERS  ASSOCIATION 

The  Twin  City  Milk  Producers  Association  is  a  typical  fluid- 
milk  marketing  association  operating  over  a  relatively  small  milk 
shed.  It  is  the  oldest  of  the  large  operating  or  marketing  associa- 
tions. Organized  originally  as  a  bargaining  association,  it  was 
incorporated  January  2,  1917,  and  began  handling  milk  on  April 
1,  1917.  The  entire  bargaining  plan  was  abandoned  in  July,  1918, 
•and  it  has  since  continued  as  an  operating  association. 

The  association  obtains  its  milk  within  a  40-mile  radius  of  the 
Twin  Cities,  including  the  counties  of  Anoka,  Hennepin,  Ramsey, 
Washington,  and  Dakota;  and  practically  all  of  Carver  and  Scott; 

95492°— 30 6 


82  TECHNICAL  BULLETIN   17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

and  parts  of  Isanti,  Chisago,  Goodhue,  Rice,  Le  Sueur,  Wright,  and 
Sherburne,  and  a  very  small  area  in  Wisconsin. 

Within  this  40-mile  radius  are  located  96  creameries  and  cheese 
factories,  many  of  which  are  within  easy  hauling  distance.  Fifteen 
of  these  are  owned  and  operated  by  the  Twin  City  Milk  Producers 
Association  as  receiving  and  manufacturing  plants.  A  rough  ap- 
proximation of  the  density  of  production  of  milk  in  the  Twin  City 
milk  shed  may  be  obtained  from  census  figures.  Calculation  of  the 
quantity  of  milk  per  square  mile  of  land  in  farms,  based  on  these  data 
for  counties  in  the  milk  shed,  shows  an  annual  production  of  over 
200,000  pounds  of  milk  per  square  mile.  If  the  entire  area,  includ- 
ing lakes  and  cities  and  all  lands  not  in  farms,  as  well  as  that  in 
farms  is  considered,  the  average  density  of  annual  production  is 
about  160,000  jDOunds  per  square  mile  in  the  counties  from  which 
the  association  receives  its  milk.  From  these  data  it  appears  that 
the  total  milk  production  within  the  40-mile  radius  of  St.  Paul  and 
Minneapolis  is  about  five  times  as  great  as  the  volume  consumed  for 
fluid  milk  and  cream  in  these  cities.  Within  an  80-mile  radius  there 
is  approximately  twenty  times  as  much  milk  as  required  for  fluid 
consumption. 

It  is  evident,  therefore,  that  the  possibility  of  anything  approach- 
ing monopoly  control  is  out  of  the  question.  Likewise  prices  paid 
to  producers  can  not  greatly  exceed  the  prices  returned  for  milk 
when  sold  for  manufacture,  or  the  association  could  not  keep  milk 
from  the  fluid  market.  Health  regulations  in  these  cities  do  not  act 
as  appreciable  barriers. 

The  association  operates  some  15  plants  located  within  the  40-mile 
radius  of  the  Twin  Cities.  One  of  these  is  located  in  Minneapolis 
and  another  in  St.  Paul.  The  greater"  part  of  the  milk  sold  to  the 
distributors  for  fluid  distribution  is  trucked  from  the  country  direct 
to  the  plants  of  the  distributors.  The  other  milk  for  manufacture 
may  remain  at  the  country  plants  or  be  brought  to  the  St.  Paul  or 
Minneapolis  plants.  The  plants  in  the  cities  ai'e  used  principally 
for  manufacture  but  also  serve  as  a  source  of  supply  for  any  dis- 
tributor who  does  not  have  a  sufficient  quantity  of  milk  coming  direct 
to  his  plant  or  as  a  place  to  take  care  of  extra  milk  in  case  his  supply 
exceeds  his  requirements. 

The  association  was  originally  financed  by  the  sale  of  capital 
stock.  Provision  was  made  that  no  man  could  be  a  stockholder  in 
the  corporation  unless  he  was  a  dairyman  engaged  in  business  as 
such,  or  an  officer  or  director  of  a  cooperative  creamery.  The  prin- 
ciple of  one  man  one  vote  was  followed. 

The  organization  originally  authorized  an  issue  of  $50,000  capital 
stock  consisting  of  50,000  shares  having  a  par  value  of  $1  each.  At 
the  annual  meeting  on  November  3,  1919,  a  plan  of  reorganization 
was  submitted,  and  at  a  special  meeting  on  December  8  the  association 
decided  to  reorganize  under  the  new  cooperative  law  of  Minnesota. 
A  capitalization  of  $500,000  was  authorized  to  consist  of  10,000  shares 
of  $50  par  value.  Each  member  was  asked  to  take  one  share,  and  a 
6  per  cent  dividend  basis  for  the  coming  year  was  announced  at  once. 
Provision  was  made  for  the  redemption  of  any  shares  whenever  a 
member  discontinued  his  business  and  ceased  to  be  a  producer.  If 
the  producer  did  not  wish  to  pay  cash  he  could  have  5  per  cent 


COOPERATIVE    MARKETING   OF   FLUID   MILK  83 

deducted  from  his  milk  check  each  month  until  he  had  paid  for  the 
share.  The  value  of  the  old  shares  at  this  time  had  grown  from  $1 
to  $6.50,  and  credit  on  new  shares  was  given  for  the  old  on  this  basis. 

Up  to  this  time  the  association  had  been  renting  all  its  plants. 
Contracts  had  to  be  renewed  each  year,  and  there  was  always  the 
possibility  of  having  to  rent  on  unfavorable  terms,  or  the  lessee  might 
even  not  care  to  lease  again.  The  association  was  hindered  in  mak- 
ing economical  improvements  and  providing  proper  equipment  to 
manufacture  the  most  profitable  products.  Machinery  in  one  fac- 
tory, not  in  use,  could  not  be  profitably  moved  to  another.  In  addi- 
tion, the  association  often  found  it  necessary  to  sell  its  products  at 
an  inopportune  time.  This  was  especially  true  of  cheese.  These 
handicaps,  and  the  wish  to  buy  or  build  new  plants,  constituted  the 
principal  cause  of  increased  capitalization  at  this  time. 

In  March,  1921,  a  definite  rule  w^as  made  regarding  the  number 
of  shares  each  member  must  purchase.  Every  new  member  joining 
after  that  date  was  required  to  buy  one  share  of  stock  for  each  cow 
in  his  herd,  Avith  three  as  the  minimum  number  of  shares.  Excep- 
tions might  be  made  to  the  minimum  in  special  cases,  but  not  to  the 
one  share  for  each  cow.  No  definite  ruling  was  made  with  respect 
to  old  members  but  they  were  urged  to  meet  the  same  requirements. 
A  further  increase  in  capitalization  from  $500,000  to  $1,000,000  was 
authorized  in  1922.  By  September  30,  1925,  the  membership  had 
reached  6,479,  and  the  total  shares  of  stock  outstanding  was  13,517, 
with  a  par  value  of  $675,850. 

At  the  annual  meeting,  December  10,  1926,  the  authorized  capitali- 
zation was  increased  from  20,000  shares  of  $50  par  value  or 
$1,000,000  to  60,000  shares  or  a  capitalization  of  $3,000,000.  The 
capital  stock  outstanding  on  October  31,  1926,  was  $878,600,  and  on 
October  31,  1928,  capital  stock  sold,  including  that  not  fully  paid  for 
but  subscribed  to,  amounted  to  $1,051,600. 

The  dividend  rate  on  stock  is  determined  by  the  directors.  It  was 
at  the  rate  of  6  per  cent  until  December  31,  1921:;  since  then  it  has 
been  7  per  cent. 

To  keep  the  stock  in  the  hands  of  dairymen  as  much  as  possible,  the 
directors  have  acted  to  take  up  at  par  any  stock  owned  by  a  member 
W'ho  sells  his  farm  and  cows  and  goes  out  of  the  dairy  business  in  the 
Twin  City  territory.  The  by-laws,  however,  do  not  stipulate  that 
the  holder  must  sell  his  stock  at  par. 

The  association's  territory  is  divided  into  50  locals,  although  they 
have  no  legal  status,  they  are  an  important  working  part  of  the 
organization.  Representation  is  by  locals,  w^hich  means  sls  many 
directors  as  locals.  These  locals  are  formed  wherever  groups  of 
producers  naturally  come  together,  and  vary  from  30  to  300  mem- 
bers. Before  the  annual  meeting  one  or  more  members  from  each 
local  are  nominated  as  directors,  and  nominations  are  presented  at 
the  annual  meeting  for  a  vote  of  the  entire  membership.  Voting 
may  be  by  mail  but  not  by  proxy.  There  is  no  specified  number  of 
locals  or  directors  for  the  association,  but  whenever  the  territory  is 
increased  and  there  is  a  new  natural  group,  a  new  local  is  formed, 
and  the  -directorate  is  increased.  The  articles  of  incorporation  pro- 
vide for  a  minimum  directorate  of  5  and  a  maximum  of  100.  The 
length  of  the  directors'  term  is  one  year. 


84  TECHNICAL  BULLETIN    179,  U.  S.  DEPT.  OF  AGRICULTURE 

An  executive  committee  of  five  is  elected  by  the  directors  from 
among  their  number.  The  manager  is  employed  by  the  executive 
committee  and  is  in  charge  of  all  the  personnel  under  the  direction 
and  supervision  of  the  executive  committee,  which  meets  every 
Monday  morning.  The  directors  meet  regularly  on  the  10th  of 
March,  June,  September,  and  December. 

Every  member  is  required  to  sign  a  1-year  contract  which  is  self- 
renewing  but  may  be  canceled  by  the  member  by  giving  notice  30 
days  before  June  1  of  any  year.  Contracts  are  made  with  distribu- 
tors for  the  sale  of  milk  and  other  products;  a  yearly  contract  is 
customary,  and  the  price  is  based  on  marketing  conditions.  Most  of 
the  contracts  are  for  a  distributor's  entire  supply,  but  some  provide 
that  the  distributor  may  obtain  a  part  of  the  milk  outside ;  the  asso- 
ciation is  then  paid  for  taking  care  of  the  surplus  of  these  non- 
members. 

The  association  has  both  a  milk  and  a  cream  pool.  All  milk  of  a 
given  quality  delivered  by  members  is  pooled,  and  each  receives  the 
same  for  the  milk  f .  o.  b.  the  Twin  Cities,  regardless  of  the  use  made 
of  a  particular  lot  of  milk.  Milk  may  be  actually  delivered  to  a 
country  plant,  and  manufactured,  and  yet  not  reach  the  central 
market.  If  the  milk  passes  through  the  country  receiving  station, 
the  zone  transportation  rat«,  which  is  about  1  cent  per  mile  per  100 
pounds  of  milk,  is  deducted  just  as  if  it  had  gone  direct  to  the  city; 
that  is,  payment  is  made  on  the  basis  of  city  delivery. 

About  1,000  members  deliver  cream  instead  of  milk  and  at  some 
points  the  association  is  equipped  to  receive  cream  only.  The  sale  of 
cream  is  likely  to  prove  as  profitable  as  milk  at  points  35  or  more 
miles  distant  from  the  Twin  Cities.  The  cream  is  made  into  butter 
or  sold  as  sweet  cream.  This  part  of  the  business  is  kept  in  a  sepa- 
rate pool  from  the  milk.  Prices  are  determined  by  taking  actual 
sales  minus  expense.  As  these  pools  depend  on  somewhat  differ- 
ent factors,  the  prices  of  milk  and  cream  do  not  always  bear  the 
same  relationship.  When  butter  prices  are  high  and  prices  for  such 
products  as  condensed  milk  and  milk  powder  are  low,  the  price  of 
cream  will  be  relatively  high  and  those  participating  in  the  cream 
pool  may  receive  higher  prices  than  those  in  the  milk  pool. 

Pools  are  for  a  1-month  period.  At  the  end  of  that  time  expenses 
for  the  month  are  deducted  from  the  total  amount  received,  and  re- 
turns are  made  to  producers.  Such  items  as  taxes,  insurance,  and 
dividends  on  stock  are  apportioned  in  such  a  way  that  one-twelfth 
the  3^early  requirements  are  deducted  monthly.  The  price  for  the 
preceding  month  is  ordinarily  calculated  on  the  9th  of  the  month 
following.  At  that  time  a  certain  amount  of  the  sales  must  be  esti- 
mated. The  Land  O'Lakes  Creameries  (Inc.),  and  the  National 
Cheese  Producers  Federation,  both  of  which  purchase  products  from 
the  Twin  City  Milk  Producers  Association  do  not  make  a  return  for 
butter  and  cheese  until  about  the  15th  of  the  month.  Eeturns 
are  sufficient,  however,  to  make  possible  a  fairly  accurate  estimate 
of  prices. 

CAUPORNIA  MILK  PRODUCERS  ASSOCIATION 

The  California  Milk  Producers  Association  of  Los  Angeles  is  the 
largest  fluid-milk  cooperative  association  west  of  the  Twin  Cities. 
It  was  organized  in  1915.     It  is  a  bargaining  association,  but  it  is 


COOPEEATflVE   MARKETING   OF  FLUID   MILK  85 

often  considered  an  operating  association  because  it  has  established 
subsidiary  operating  organizations. 

Its  volume  of  business  has  shown  a  rapid  growth.  In  1917  the 
sales  of  milk  handled  amounted  to  $521,611 ;  in  1928  they  amounted 
to  $6,210,484.     The  membership  is  approximately  500. 

The  association  charges  a  membership  fee  of  $5  per  cow,  with  $50 
as  the  minimum  membership  fee  if  the  producer  has  less  than  10 
cows.  Ten  per  cent  of  this  fee  is  payable  upon  joining  the  associa- 
tion ;  over  half  the  balance  is  due  one  year  later,  and  the  other  half 
is  due  two  years  later.  Memberships  are  not  transferable  except  on 
consent  of  the  association.  If  a  member  ceases  to  be  a  producer  for 
a  period  of  two  years  the  association  will  return  the  amount  of  the 
membership  fee,  or  a  smaller  amount  if  its  book  value  is  less  than 
the  amount  paid  in.  In  no  case  under  these  circumstances  will  the 
amount  paid  be  more  than  the  membership  fee  paid  by  the  producer. 

The  purchase  in  1920  of  the  controlling  interest  in  one  of  the  large 
distributing  plants  in  Los  Angeles,  which  operated  about  26  retail 
routes,  marked  the  entry  of  the  association  into  the  operating  field. 
It  acquired  60  per  cent  of  the  creamery  company's  stock  for  $60,000. 
paying  $25,000  cash,  raised  by  borrowing  money  on  notes  signed  by 
the  directors;  the  balance  w^as  to  be  paid  at  the  rate  of  $1,000  per 
month.  A  creamery-purchase  fund  was  set  up,  and  deductions  of 
2  cents  a  pound  of  butterfat  in  the  milk  sold  was  made  to  meet 
payments.  After  25  months  of  deductions,  creamery-purchase  cer- 
tificates Avere  issued  to  the  members  for  the  deductions  made.  The 
common  stock  purchased  was  held  by  the  California  Milk  Producers 
Association.  Later  a  preferred  stock  dividend  in  this  operating 
association  was  paid  to  holders  of  the  creamery-purchase  certificates. 
Any  member  who  went  out  of  business  w^as  repaid  the  amount  of  his 
certificates. 

At  the  end  of  1925  the  association  reported  that  41  per  cent  of  the 
f>roduction  of  its  membership  was  being  distributed  through  its 
own  plants  which  were  operating  200  routes.  The  remainder  of  the 
milk  was  being  sold  at  wholesale  to  other  distributors.  In  February, 
1926,  a  basic  surplus  plan  of  payment  for  milk  was  adopted. 

In  1927  the  California  Cooperative  Creamery  Co.  was  incorpo- 
rated, taking  over  all  physical  facilities  of  the  association  for  the 
pale  of  dairy  products,  and  became  the  operating  company  for  the 
California  Milk  Producers'  Association.  The  Dairymen's  Feed  & 
Supply  Co.,  established  several  years  earlier  by  the  association  for 
the  sale  of  supplies  and  feed  to  members  of  the  California  Milk 
Producers  Association,  still  remained  a  separate  organization.  The 
management  and  control  of  the  California  Milk  Producers  Associa- 
tion, the  California  Cooperative  Creamery  Co.,  and  the  Dairymen's 
Feed  &  Supply  Co.  are,  however,  practically  the  same. 

Early  in  1928  three  creameries, at  San  Bernardino  were  purchased 
by  the  operating  association  and  consolidated  into  one  creamery. 
The  plant  there  is  used  chiefly  as  a  surplus  plant,  and  is  equipped 
for  the  manufacturing  of  powder.  At  the  end  of  1928  the  plant  was 
separating  about  600  cans  of  milk  per  day,  powdering  the  skim  milk, 
and  marketing  the  sweet  cream  largely  in  Los  Angeles.  The  Cali- 
fornia Cooperative  Creamery  Co.  also  enlarged  its  business  in  Los 
Angeles  considerably,  in  1928.     The  Sanitary  Gold  Seal  Dairy  was 


86         TECHNICAL  BULLETIN  179,  XT.  S.  DEPT.  6F  AGRICULTURE 

i:)urchased  for  $1,550,000,  and  bonds  amounting  to  $1,725,000  were 
issued. 

Early  in  1929  the  California  Milk  Producers  Association  decided 
it  could  best  serve  its  members  by  disposing  of  its  distributing  busi- 
ness in  Los  Angeles  to  a  large  proprietary  corporation.  The  sale 
price  was  reported  as  approximately  $4,000,000.  After  retiring  all 
outstanding  obligations  to  its  membership,  except  the  original  mem- 
bership fees,  there  will  remain  in  the  treasury  of  the  California 
Milk  Producers  Association,  which  will  continue  as  a  bargaining 
association,  a  reserve  of  about  $1,000,000.  Most  of  this  will  prob- 
ably be  retained  by  the  association  as  a  contingency  reserve  although 
many  of  the  members  want  to  have  it  distributed. 

NATIONAL  COOPERATIVE  MILK  PRODUCERS  FEDERATION 

The  National  Cooperative  Milk  Producers  Federation  is  a  na- 
tional trade  body  for  the  cooperative  dairymen  of  the  United  States. 
It  does  not  engage  in  business  in  any  way,  but  is  a  service  organiza- 
tion. Its  membership  includes  not  only  cooperative  milk  marketing 
associations,  but  also  cooperatives  engaged  in  manufacturing  milk 
products.  The  federation  was  incorporated  in  February,  1917,  under 
the  laws  of  Illinois,  with  a  membership  of  some  eight  cooperative 
dairy  associations.  In  1928  it  included  45  of  the  large  cooperative 
dairy  associations  and  federations  of  the  United  States,  with  a  mem- 
bership of  over  300,000  and  a  total  business  of  over  $300,000,000. 
Among  its  membership  are  listed  34  milk-marketing  associations,  2 
federations  of  cooperative  creameries,  2  federations  of  cooperative 
cheese  factories,  a  sales  agency,  a  service  organization  for  coopera- 
tive creameries;  the  remainder  are  individual  cooperatives  engaged 
principally  in  manufacturing  butter,  concentrated  milk,  and  other 
products. 

A  list  of  the  members  of  the  organization,  together  with  the  date 
of  organization,  membership  of  each  association,  and  value  of  the 
business  transacted  for  the  calendar  year  1928,  or  the  fiscal  year 
ended  in  that  year,  as  reported  by  the  United  States  Department  of 
Agriculture  is  given  in  Table  14. 


Table  14. 


-Member  associations  of  the  National  Cooperative  Milk  Producers 
Federation,  1928 


Association 


Date 
of  cr- 

Estimated 

number  of 

tion 

members 

Year 

Number 

1918 

168 

1915 

480 

1911 

15,000 

1917 

5,000 

1917 

3,547 

1915 

3,400 

1918 

19,104 

1919 

455 

1921 

43,067 

1917 

1,250 

1916 

106 

1918 

300 

1926 

1,245 

1922 

546 

Estimated 
annual 


Berrien  County  Milk  Producer's  Association,  Benton  Harbor,  Mich... 

California  Milk  Producers  Association,  Los  Angeles,  Calif 

Challenge  Cream  and  Butter  Association,  Los  Angeles,  Calif 

Chicago  Equity  Union  Exchange,  Chicago,  111 

Connecticut  Milk  Producer's  Association,  Hartford,  Conn 

Cooperative  Piu-e  Milk  Association  of  Cincinnati,  Cincinnati,  Ohio 

Dairymen's  Cooperative  Sales  Co.,  Pittsburgh,  Pa 

Coos  Bay  Mutual  Creamery  Co.,  Marshfield,  Greg 

Dairymen's  League  Cooperative  Association  (Inc.),  New  York,  N.  Y.. 
Des  Moines  Cooperative  Dairy  Marketing  Association,  Des  Moines 

Iowa... 

Farmer's  Milk  Producers  Association,  Richmond,  Va.. 

Gray's  Harbor  Dairymen's  Association,  Satsop,  Wash 

Illinois  Milk  Producers  Association,  Peoria,  111 

Indiana  Dairy  Marketing  Association,  Muncie,  Ind 


Dollars 
441,000 

6, 210, 4&t 
15, 689, 910 

2, 985, 401 
12, 000, 000 

2, 022,  583 

12,  373,  849 

449, 255 

85, 648, 162 

81,000 

1,200,000 

330, 937 

788, 186 

396,000 


COOPEKATiVE    MARKETING   OF   FLUID    MILK 


87 


T..BLE  14. — Member  assoctuti/ms  of  the  National  Cooperative  Milk  Prodiwers 
Federation,  192S — Continued 


Association 


Inland  Empire  By-Products  Co.,  Spokane,  Wash.. 

Inter-State  Milk  Producers  Association,  Philadelphia,  Pa 

Iowa  Cooperative  Creameries  Secretaries  and  Managers  Association, 

Waterloo,  Iowa 

Land  O 'Lakes  Creameries  (Inc.),  Minneapolis,  Minn 

Lewis- Pacific  Dairymen's  Association,  Chehalis,  Wash 

Maryland  and  Virginia  Milk  Producers  Association,  Washington,  D.  C. 

Maryland  State  Dairymen's  Association,  Baltimore,  Md 

Miami  Valley  Cooperative  Milk  Producers  Association,  Dayton,  Ohio. 

Michigan  Milk  Producers'  Association,  Detroit,  Mich 

Milk  Producers'  Association  of  San  Diego  County,  San  Diego,  Calif 

Milk  Producers'  Association  of  Summit  County,  and  Vicinity,  Akron, 

Ohio 


Milwaukee  Cooperative  Milk  Producers,  Milwaukee,  Wis 

National  Cheese  Producers  Federation,  Plymouth,  Wis 

New  England  Milk  Producers'  Association,  Boston,  Mass 

Northwestern  Cooperative  Sales  Co.,  Wauseon,  Ohio 

Ohio  Farmers  Cooperative  Milk  Association,  Cleveland,  Ohio 

Pure  Milk  Association,  Chicago,  111 

Scioto  Valley  Cooperative  Milk  Producer's  Association,  Columbus, 
Ohio _. 


Seattle  Milk  Shippers  Association,  Seattle,  Wash 

Skagit  County  Dairymen's  Association,  Burlington,  Wash.. 

Snohomish  County  Dairymen's  Association,  Everett,  Wash 

St.  Louis  Pure  Milk  Producers  Cooperative  Association,  East  St.  Loul 
111 


Stark  County  Milk  Producers  Association,  Canton,  Ohio 

Tillamook  County  Creamery  Association,  Tillamook,  Oreg 

Twin  City  Milk  Producers  Association,  St.  Paul,  Minn 

Twin  Ports  Cooperative  Association,  Superior,  Wis 

Valley  of  Virginia  Cooperative  Milk  Producers,  Harrisonburg,  Va. 

Whatcom  County  Dairymen's  Association,  Bellingham,  Wash 

Yakima  Dairymen's  Association,  Yakima,  Wash 


Date 
of  or- 
ganiza- 
tion 


Year 
1918 
1917 


1921 
1919 
1916 
1917 
1S22 
1916 
1917 

1917 
1916 
1914 
1917 
1920 
1919 
1925 

1923 
1921 
1916 
1917 

1913 
1910 
1909 
1916 
1916 
1922 
1919 
1921 


Estimated 
number  of 
members 


Number 
874 
21,829 

15,000 

73,000 

1,000 

1,000 

3,700 

4,000 

10,000 

55 

2,300 
1,800 
7,500 
20,154 
4,000 
3,500 
3,500 

3,250 

450 

1,500 

1, 182 

18,000 
700 
700 

7,527 
316 
700 

1,650 
909 


Estimated 
annual 


Dollars 

628,000 
28, 290, 888 

9, 000, 000 

47, 834, 068 

993, 695 

4,  677,  662 
8, 161,  257 

1,  318,  663 
15,  000, 000 

548, 712 

2,  701, 000 
5, 400, 000 
9, 033, 359 

30, 000, 000 
979, 466 

5,  841, 000 
5, 477, 000 

1, 978, 100 
2, 209, 978 
2,  632, 123 
1, 559, 231 

1 9, 600, 000 

982,500 

1, 851,  529 

9, 854,  354 

506,000 

247,000 

2,  728, 951 

630, 000 


1  As  reported  by  the  association  for  1928. 
Sanitary  Milk  I'roducers  Association. 


This  organization  was  later  succeeded  by  the 


The  organization  employs  a  full-time  secretary  and  maintains  an 
office  at  its  headquarters  in  Washington,  D.  C.  The  purpose  of  the 
federation  is  service  to  its  members,  the  dairy  cooperatives.  It  col> 
lects  and  disseminates  information  for  the  promotion  of  cooperative 
marketing  of  dairy  products,  furnishes  price  and  other  market  in- 
formation to  its  members,  serves  as  a  clearing  house  for  exchange 
of  information  between  cooperative  associations,  and  assists  in  bring- 
ing the  experience  and  counsel  of  member  associations  to  any  mem- 
ber association  that  wishes  such  service. 

The  association  has  been  especially  effective  in  the  field  of  secur- 
ing legislation  beneficial  to  the  producers  represented  by  these  dairy 
cooperatives  of  the  federation.  It  is  the  policy  of  the  federation  to 
advocate  no  measure  that  has  not  the  unanimous  indorsement  of  the 
board  of  directors  of  the  federation,  of  which  there  are  25,  chosen 
from  the  cooperative  associations  constituting  its  membership. 

Among  the  more  important  pieces  of  legislation  which  the  National 
Cooperative  Mill^  Producers  Federation  has  been  active  in  sponsor- 
ing since  its  organization  are  the  following : 

The  Capper-Volstead  Act. 

The  cooperative  marketing?  act,  establishing  the  Division  of  Cooperative  Mar- 
keting in  the  United  States  Department  of  Agriculture  and  authorizing  coopera- 
tive associations  and  federations  of  cooperatives  to  exchange  crop  and  marliet 
information. 


88  TECHNICAL  BULLETIN   17  9,  U.  S.  DEPT.  OF  AGRICULTURE 

The  agricultural  tariffs  of  the  emergency  tariff  act  of  1921. 

Establishment  of  higher  duties  in  the  dairy  schedules  and  vegetable-oil 
schedules  of  the  tariff  act  of  1922. 

The  packers  and  stocky  a  i-ds  act. 

The  Federal  antiflUed  milk  act. 

Increased  appropriations  for  eradication  of  bovine  tuberculosis. 

Increased  appropriations  for  Federal  agricultural  research,  including  dairy 
activities. 

It  has  aided  individual  members  in  opposing  freight-rate  increases 
on  milk  and  cream  in  their  respective  territories.  It  has  energetically 
presented  the  case  of  the  dairy  cooperative  before  the  Tariff  Com- 
mission to  secure  the  benefits  of  increases  in  duties  under  the  flexible 
provisions  of  the  tariff  act.  It  has  taken  an  active  part  in  appear- 
ing before  the  Ways  and  Means  Committee  and  in  working  for  an 
increased  tariff  on  dairy  products  and  vegetable  fats  and  oils  used 
in  the  manufacture  of  butter  substitutes  under  the  present  contem- 
plated tariff  revision. 

APPENDIX 

Table  15. — Weighted  average  milk  prices  in  dollars  per  100  pounds,  f.  o.  6.,  city 
market,  received  by  members  of  the  Nciv  England  Milk  Producers'  Associa- 
tion, 1920-1928 ' 


Month 

1920 

1921 

1922 

1923 

1924 

1925 

1926 

1927 

1928 

January 

4.06 
3.93 
3.92 
3.74 
3.42 
3.26 
3.56 
3.92 
3.93 
3.95 
3.92 
3.83 

3.41 
3.05 
2.82 
2.71 
2.37 
2.36 
2.78 
3.12 
•    3.24 
3.22 
3.25 
3.95 

2.45 
2.40 
2.39 
2.23 
2.19 
2.18 
2.48 
2.62 
2.73 
3.00 
3.16 
3.15 

3.09 
3.05 
3.02 
2.56 
2.48 
2.43 
2.62 
2.99 
3.10 
3.12 
3.41 
3.28 

3.15 
2.74 
2.41 
2.11 
2.10 
2.13 
2.47 
2.67 
2.90 
2.91 
3.02 
3.00 

2.92 
2.87 
2.64 
2.58 
2.35 
2.35 
2.62 
2.88 
3.00 
3.11 
3.13 
3.05 

2.96 
2.95 
2.82 
2.70 
2.65 
2.32 
2.66 
2.77 
2.87 
2.81 
3.14 
3.10 

2.82 
2.87 
2.83 
2.77 
2.51 
2.44 
2.60 
2.87 
3.10 
3.19 
3.34 
3.40 

3.23 

3.10 

March 

3.05 

April 

2.66 

May 

2.54 

June 

July 

2.44 
2  77 

August 

3.08 

September 

3.03 

October 

November 

3.15 
3.46 

December .  ... 

3.34 

Average..  ...    . 

3.79 

3.02 

2.58 

2.93 

2.64 

2.79 

2.81 

2.89 

2.99 

1  All  prices  are  converted  to  a  basis  of  3.5  per  cent  milk. 
to  month. 


The  butterfat  differential  varies  from  month 


Table  16. — Weighted  average  milk  prices  in  dollars  per  100  pounds,  f.  o.  h.,  city 
m^arket,  recei/ved  by  members  of  the  Dairi/men's  League  Cooperative  Asso- 
ciation, 1920-1928'- 


Month 

1920 

1321 

1922 

1923 

1924 

1925 

1926 

1927 

1928 

January 

4.42 
4.21 
4.09 
3.28 
3.28 
3.56 
3.68 
4.08 
4.38 
4.38 
4.38 
3.91 

3.91 

3.31 

2.83 

2.83 

2.435 

2.15 

2.43 

2.88 

2.97 

3.20 

3.15 

3.12 

2.84 

2.70 

2.33 

2.065 

2.03 

2.075 

2.35 

2.485 

2.73 

2.94 

3.195 

3.48 

2.94 

3.04 

2.86 

2.805 

2.55 

2.645 

2.715 

2.815 

2.93 

3.05 

3.06 

2.88 

2.  Go 

2.55 

2.53 

2.48 

2.13 

2.07 

2.15 

2.365 

2.575 

2.59 

2.99 

3.14 

3.145 

3.03 

2.99 

2.865 

2.62 

2.53 

2.58 

2.83 

2.945 

3.04 

3.14 

3.16 

3.12 

3.04 

2.95 

2.845 

2.665 

2.54 

2.68 

2.89 

3.09 

3.11 

3.25 

3.33 

3.20 
3.20 
3.13 
2.97 
2.75 
2.66 
2.77 
2.95 
3.28 
3.41 
3.55 
3.52 

3.43 

Februarv 

3.33 

March 

3.01 

April 

2.78 

May    - -  -.    

2.69 

June . 

2.59 

July 

2.81 

August 

September 

3.16 
3.31 

October 

3.42 

November 

3.61 

December 

3.57 

Average 

3.97 

2.93 

2.60 

2.86 

2.52 

2.91 

2.96 

3.12 

3.14 

1  All  prices  are  converted  to  a  basis  of  3.5  per  cent  milk.    The  butterfat  differential  is  4  cents  for  each 
one-tenth  per  cent. 


COOPERATIVE   MARKETING   OF   FLUID   MILK 


89 


Table  17. — Weighted  average  milk  prices  in  dollars  per  100  pounds,  f.  o.  &.,  city 
market,  received  by  members  of  the  Inter-State  Milk  Producers'  Association, 
1920-1928  ' 


Month 


January 

February.-. 

March 

April 

May 

June 

July 

August. 

September 

October 

November 

December 

Average 


1920 


1921 


845 
905 
885 
955 
785 
685 
665 
885 
985 
385 
385 
455 


3.365 
3.325 
3.265 
3.195 
2.595 
2. 375 
2.565 
2.585 
2.585 
2.645 
2.645 
2.645 


3. 902   2. 816 


1922 


2.595 

2.  595 
2.565 

3.  535 
2.  475 
2.485 
2.545 
2.  525 
2.605 
3.155 
3.155 
3.155 


2.1 


1923 


3.125 
3.115 
3.  085 
3.065 
3.185 
3.235 
3.415 
3.365 
3.445 
3.575 
3. 165 
3.165 


3.245 


1924 


3.125 
3.115 
3.075 
3.015 
2.925 
2.945 
2.975 

2.  965 
2.975 

3.  155 
3.  155 
3.155 


3.048 


1925 


3.085 
3.105 
3.095 
3.105 
2.985 
3.075 
3.065 
3.045 
3.125 
3.145 
3.  205 
3.375 


3.118 


1926 


3.183 
3.097 
3.052 
3.  03() 
2.790 
2.800 
3.051 
3.053 
3.  246 
3.404 
3.447 
3.459 


3.135 


1927 


3.451 
3.460 
3.428 
3.426 
3.302 
3.281 
3.338 
3.316 
3.372 
3.396 
3.416 
3.419 


3.384 


1928 


3.423 
3.419 
3.397 
3.376 
3.287 
3.265 
3.330 
3.350 
3.384 
3.387 
3.489 


3.383 


I  All  prices  are  converted  to  a  basis  of  3.5  per  cent  milk.    The  butterfat  differential  is  4  cents  for  each 
one-tenth  per  cent. 

Tablej  18. — Weighted  average  mdlk  prices  in  dollars  per  100  pounds,  f.  o.  h.,  city 
market,  received  by  m,embcrs  of  the  Maryland  State  Dairymen' s  Association 
1918-1927  "■ 


Month 

1918 

1919 

1920 

1921 

1922 

1923 

1924 

1925 

1926 

1927 

January       ..    

3.05 
3.05 
3.05 
3.05 
3.05 
3.05 
3.05 
3.05 
3.98 
4.21 
4.44 
4.44 

4.13 
3.84 
3.16 
3.14 
2.99 
3.06 
3.05 
3.51 
4.21 
4.21 
4.21 
4.21 

4.27 
4.15 
4.00 
3.84 
3.67 
3.67 
3.71 
3.98 
4.21 
4.21 
4.09 
3.51 

3.45 
3.34 
2.84 
2.82 
2.73 
2.19 
2.53 
2.48 
2.40 
2.59 
2.59 
2.59 

2.52 
2.49 
2.46 
2.45 
2.27 
2.27 
2.30 
2.41 
2.45 
2.59 
2.82 
3.V7 

2.97 
2.98 
2.95 
2.96 
2.92 
2.87 
2.96 
3.28 
3.61 
3.63 
3.28 
3.17 

3.00 
3.03 
3.00 
3.02 
2.85 
2.78 
2.92 
2.92 
2.87 
2.97 
3.10 
3.04 

2.99 
3.03 
3.00 
3.05 
2.93 
2.98 
3.05 
3.00 
3.14 
3.25 
3.27 
3.22 

3.03 
3.04 
2.98 
2.99 
2.85 
2.74 
2.99 
3.03 
3.06 
3.32 
3.39 
3.36 

3.32 

3.33 

March 

3.27 

April 

3.24 

May 

2.97 

June                

3.06 

July        

3.18 

August  ...    - . 

3.18 

September 

October 

3.22 
3.32 

November     .     

3.33 

December..  

Average 

3.46 

3.64 

3.94 

2.71 

2.52 

3.13 

2.96 

3.08 

3.07 

3.  22 

I  All  prices  are  converted  to  a  basis  of  3.5  per  cent  milk, 
one-tenth  per  cent. 


The  butterfat  differential  is  5.8  cents  for  each 


Table  19. — Weighted  average  milk  prices  in  dollars  per  100  pounds,  f.  o.  b.,  city 
market,  received  by  m^embers  of  the  Dairymen's  Cooperative  Sales  Co., 
1923-1928  ' 


Month 

1923 

1924 

1925 

1926 

1927 

1928 

January 

3.80 
3.74 
3.57 
3.57 
2.80 
2.80 
3.04 
3.16 
3.33 

3.51 

3.74 

•      3.68 

3.57 
3.21 
3.10 
2.98 
2.57 
2.68 
2.80 
2.80 
2.92 

2.92 
3.04 
3.16 

3.04 
3.04 
3.09 
3.04 
2.48 
2.86 
2.92 
2.98 
3.09 

3.27 
3.27 
3.27 

3.15 
3.09 
3.06 
2.85 
2.60 
2.60 
2.63 
2.93 
2.93 

3.16 
3.52 
3.54 

3.39 
3.35 
3.35 
3.01 
2.84 
2.76 
2.82 
2.90 
3.12 

3.46 
3.51 
3.45 

3.37 

February... 

3.03 

March.  ... 

2.99 

April 

2.73 

May 

2.68 

June 

2.58 

July 

2.71 

August 

2.97 

September ._ 

3.09 

October 

f  '3.83 
'2.50 
'3.83 
'3.25 
'3.82 

1       '  3.  24 

November  .                                         

December — 

Average 

3.40 

2.98 

3.03 

3.01 

3.16 

1  All  prices  are  converted  to  a  basis  of  3.5  per  cent  milk.    The  butterfat  differentiftl  I?  6  wnts  for  each  one 
tenth  per  cent. 
'  Basic  surplus  price. 


90 


TECHNICAL  BULLETIN    17  9,   U.  S.  DEPT.  OF  AGRICULTURE 


Table  20. — Weighted  average  milk  prices  in  dollars  per  100  pounds,  f.  o.  h.,  city 
market,  received  hy  members  of  the  Cooperative  Pure  Milk  Association, 
1920-1928 ' 


Month 

1920 

1921 

1922 

1923 

1924 

1925 

1926 

1927 

1928 

January 

4.44 
4.25 
4.20 
3.70 
3.80 
3.60 
3.60 
3.85 
3.90 
3.90 
3.90 
3.90 

3.90 
3.30 
3.30 
3.15 
2.50 
2.60 
2.70 
2.70 
2.70 
2.70 
2.70 
2.70 

2.70 
2.70 
2.30 
2.30 
2.30 
2.30 
2.30 
2.50 
2.50 
2.60 
2.70 
2.70 

2.70 
2.70 
2.70 
2.60 
2.50 
2.40 
2.45 
2.50 
2.70 
2.95 
3.10 
3.10 

3.20 
2.95 
2.60 
2.60 
2.20 
1.80 
1.80 
1.80 
1.80 
2.25 
2.25 
2.25 

2.25 
2.25 
2.45 
2.50 
2.60 
2.60 
2.60 
2.30 
2.30 
2.30 
2.50 
2.50 

2.50 
2.50 
2.40 
2.25 
2.15 
2.15 
2.15 
2.40 
2.50 
2.60 
2.60 
2.70 



'"2.'56" 
2.30 

2^50 
2.5e 
2.50 
2.60 
2.75 
2.76 

2.70 

February 

2.60 

March 

2  60 

April... 

2  40 

May 

2  25 

June 

2.25 

July 

2.50 

August 

2  50 

September 

2  50 

October 

2.75 

November 

2.90 

December 

3.00 

Average 

3.92 

2.91 

2.49 

2.70 

2.29 

2.43 

2.41 

2.52 

2.  .58 

1  All  prices  are  converted  to  a  basis  of  3.5  i)er  cent  milk, 
one-tenth  per  cent. 


The  butterfat  differential  is  4.5  cents  for  each 


Table  21. — Weighted  average  milk  prices  in  dollars  per  100  pounds,  f.  o.  6.,  citij 
market,  received  by  members  of  the  Ticin  City  Milk  Producers  Association, 
1918-1928  ' 


Month 

1918 

1919 

1920 

1921 

1922 

1923 

1924 

1925 

1926 

1927 

1928 

January 

February 

2.80 
2.70 
2.50 
2.42 
2.31 
2.25 
2.30 
2.55 
2.75 
3.20 
3.50 
3.70 

3.30 
2.57 
3.12 
3.00 
2.95 
3.00 
3.05 
3.15 
3.10 
3.10 
3.15 
3.15 

3.15 
3.05 
3.80 
3.90 
2.70 
2.70 
2.57 
3.21 
3.25 
3.42 
3.23 
3.00 

2.65 
2.40 
2.33 
2.25 
1.75 
L60 
L80 
2.15 
2.25 
2.25 
2.25 
2.10 

1.95 
L90 
L90 
1.93 
L85 
1.82 
2.00 
2.10 
2.42 
2.55 
2.65 
2.80 

2.68 
2.50 
2.47 
2.42 
2.35 
2.25 
2.35 
2.75 
2.68 
2.62 
2.52 
2.50 

2.48 
2.41 
2.20 
L80 
L80 
L85 
L85 
2.20 
2.20 
2.20 
2.25 
2.22 

2.20 
2.20 
2.23 
2.23 
2.29 
2.20 
2.20 
2.33 
2.65 
2.70 
2.70 
2.65 

2.35 
2.25 
2.20 
2.12 
2.15 
2.18 
2.25 
2.27 
2.32 
2.41 
2.50 
2.52 

2.48 
2.50 
2.50 
2.50 
2.35 
2.31 
2.31 
2.38 
2.48 
2.60 
2.63 
2.63 

2.57 
2.50 

March 

April 

May 

June 

2.52 
2.48 
2.42 
2.43 

July 

August 

September 

2.48 
2.56 
2.65 

October 

2.64 

November 

December 

2.60 
2.61 

Average 

2.75 

3.05 

3.16 

2.15 

2.16 

2.51 

2.12 

2.38 

2.29 

2.47 

2.54 

1  All  prices  are  converted  to  a  basis  of  3.5  per  cent  milk.     The  butterfat  differential  is  5  cents  for  each 
one-tenth  per  cent. 

Table  22. — Retail  m^ontJily  price  of  m^'lk  in  cents  per  quart  delivered  to  family 
trade  in  indicated  markets,  1920-1928 


Market  and  year 


Jan. 

Feb. 

Mar. 

Apr. 

May 

June 

July 

Aug. 

Sept. 

Oct. 

Nov. 

17 

17 

17 

17 

16 

16 

17 

17.5 

18 

18 

18 

17 

16.5 

16 

15.5 

15 

15 

15 

16 

15.5 

15 

16 

13.5 

13.5 

13.  5 

13.  5 

12.5 

12.5 

13.5 

13.5 

13.5 

14.5 

14.5 

14.5 

14.5 

14.5 

13.5 

13.5 

13.5 

14 

14.5 

14.5 

14.5 

15.5 

14.5 

13.5 

12.5 

12 

12 

12 

12.5 

13.5 

14.5 

14.5 

14.5 

14.5 

14.5 

13.5 

13.5 

13.5 

13 

14 

14.5 

14.5 

14.5 

14.5 

14.5 

14.5 

14.5 

14.5 

14.5 

13.5 

14.5 

14.5 

14.5 

14.5 

14.6 

14 

14 

14 

14 

14 

14 

14 

15 

15.5 

15.6 

15.5 

16 

15.5 

15.5 

14.5 

14.5 

14.5 

14.5 

12.5 

15.5 

15.5 

15.6 

18 

16.5 

16.5 

15 

15 

15 

16 

17 

18 

18 

18 

17 
15 

16 
15 

15 
15 

14 
13 

14 
14 

15 
15 

15 
15 

15 
15 

15 
15 

13 

16 

15 

15 

15 

14 

14 

14 

14 

15 

15 

16 

15 

14 

14 

14 

13 

13 

13 

13 

14 

14 

15 

15 

15 

15 

15 

15 

14 

14 

15 

15 

15 

15 

15 

15 

15 

15 

15 

15 

15 

15 

15 

15 

15 

15 

15 

15 

15 

15 

15 

15 

15 

16 

16 

16 

16 

16 

15 

15 

15 

15 

15 

le 

16 

16 

16 

Dec. 


Boston: 

1920.-.. 

1921.... 

1922.... 

1923.... 

1924.... 

1925... . 

1926.... 

1927.... 

1928.... 
New  York: 

1920... . 

1921-.- 

1922-.-. 

1923---. 

1924.... 

1925.... 

1926..-- 

1927.... 

1928.— 


18 

16 

14.5 

16 

14.5 

14.5 

15 

16.5 

15.5 

17 
15 
16 
15 
15 
15 
15 
16 
16 


COOPERATIVE    MARKETING    OF    FLUID    MILK 


91 


Table   22. — Retail  monthly  q^rice  cj  milk  in  cents  per  quart  delivered  to  family 
trade  in  indicated  markets,  1920-1928 — Continued 


Market  and  year 

Jan. 

Feb. 

Mar. 

Apr. 

May 

June 

July 

Aug. 

Sept. 

Oct. 

Nov. 

Dec. 

Philadelphia: 

1920    -- -- 

14 

13 

11 

11.5 

12 

12 

12 

13 

13 

16 

15 

12 

13 

13 

13 

13.5 

14 

14 

16 
15 
13 

14 
13 
11 
12 
12 
12 
12 
13 
13 

16 
15 
12 
13 
13 
13 
13 
14 
14 

16 
15 
12 

14 
13 
11 
12 
12 
12 
12 
13 
13 

16 
14 
12 
13 
13 
13 
13 
14 
14 

16 

14 

12 

14 

14 

14 

14.5 

15 

14 

15 
14 
12 
12 
14 

14 
13 
11 
12 

12 
12 
12 
13 
13 

16 
14 
12 
13 
13 
13 
13 
14 
14 

15 
14 
12 
14 
14 
14 
14 
14 
13 

15 
14 
12 
12 
14 

14 
11 
11 
13 
12 
12 
12 
13 
13 

16 
14 
12 
13 
13 
12 
13 
14 
14 

15 
14 
12 
14 
14 
14 
13 
14 
13 

15 
13 
12 
12 
14 
12 

14 
11 
11 
13 
12 
12 
12 
13 
13 

16 
12 
12 
13 
13 
13 
13 
14 
14 

15 
14 
12 
14 
14 
14 
13 
14 
13 

15 
13 
12 
12 

14 
11 
11 
13 
12 
12 
12 
13 
13 

16 
12 
12 
13 
13 
13 
13 
14 
14 

15 
14 
12 
14 
14 
14 
13 
14 
13 

15 
13 
12 

15 
11 
11 
13 

12 
12 
12 
13 

13 

16 
12 
12 
12 
13 
13 
13 
14 
14 

16 

"12"" 
14 
14 
14 
14 
14 
14 

15 
13 
12 
12 

15 
11 
11 
13 
12 
12 
12 
13 
13 

16 
12 
12 
14 
13 
13 
13 
14 
14 

16 
14 

15 
11 
12 
13 
12 
12 
13 
13 
13 

16 
12 
12 
14 
13 
13 
14 
14 
14 

16 
14 

15 
11 
12 
12 
12 
12 
13 
13 
13 

16 
12 
12 
13 
13 
13 
14 
14 
14 

16 

14 

14 

15 

14 

14.5 

14.5 

15 

15 

15 
13 
12 
14 

13 

1921   

11 

1922 

12 

1923           -  --- 

12 

1924      

12 

1925   

12 

1926 

13 

1927           -  --- 

13 

1928    

13 

Baltimore: 

1920  

15 

1921 

12 

1922          

13 

1923    

13 

1924   

12.5 

1925 

13 

1926           -  --- 

14 

1927    -   

14 

1928   

14 

Pittsburgh: 
1920 

16 

1921             -  - 

13 

1922   

14 

1923 

14 
14 
14 
14 
14 
14 

15 
13 
12 
12 

15 

14 

14.5 

14 

15 

15 

15 
13 
12 
14 

15 

1924 

15 

14 

14.5 

15 

15 

15 
15 
13 
12 
14 

14 

14 

14.5 

15 

14 

15 
14 
12 
12 
14 

14 

1925 

14  5 

1926    

15 

1927 

15 

1928 

15 

Cincinnati: 
1920 

15 

1921   

13 

1922 

12 

1923 

14 

1924 

1925    

12 
12 
14 

16 
12 
12 

it 

14 
14 
14 
14 

14 
11 
11 
12 
11 
12 
11 
12 
12 

18 
14 
14 
15 
17 
15 
15 
15 
15 

'12"" 
14 
14 

15 
12 
12 
14 
14 
14 
14 
14 
14 

14 
11 
11 
12 
11 
12 
11 
12 
12 

18 
14 
15 

15 
15 
15 

12 

1926 

12 
14 

12 
14 

14 

14 
14 
12 
13 
14 
14 
14 
14 
14 

13 
10 
10 
11 
10 
11 
11 
11 
12 

16 
16 
14 
15 
15 

15 
15 
15 

"14' 
14 

15 
14 
12 
14 
14 
14 
14 
14 
14 

13 
10 
10 
11 
10 
11 
11 
11 
12 

18 
15 
14 
15 
17 
15 
15 
15 

14 
14 

14 

16 
14 
12 
14 
14 
14 
14 
14 
14 

14 

11 

10 

12 

11.5 

11 

11 

11 

12 

18 
14 
14 
15 
15 
15 
15 
15 
15 

12 
14 
14 

16 
12 
12 
14 
14 
14 
14 
14 
14 

14 
11 
11 
12 
11 
12 
11 
11 
12 

18 
14 
14 
15 
17 
15 
15 

"'is' 

14 

1927 

14 
14 

15 

14 

12 

12.5 

14 

1^ 

14 
14 

13 
13 
10 
11 
12 
11 
12 
10 
12 

16 

18 

14.5 

15 

15 

14 

15 

15 

15 

14 

14 

14 

14 

14 
14 
12 
13 
14 
14 
14 
14 
14 

13 
11 
10 
11 
10 
11 
11 
11 
12 

16 

""u 

15 
15 
15 
15 
15 
15 

14 

1928 

14 

Chicago: 

1920   

15 
14 
12 
13 
14 
14 
14 
14 
14 

13 

12.5 

10 

11 

12 

11 

11 

11 

12 

16 

16 

14 

15 

15 

14.5 

15 

15 

15 

14 
14 
12 
13 
14 
14 
14 
14 
14 

13 
12 
10 
11 
12 
11 
11 
11 
12 

16 
16 
14 
15 

"is"" 

15 
15 
15 

14 
14 
12 
13 
14 
14 
14 
14 
14 

13 
12 
10 
11 
10 
11 
11 
11 
12 

16 
16 
14 
15 
16 
15 
15 
15 
15 

14 

1921 

12 

1922 

12 

1923 

14 

1924      -  - 

14 

1925 

14 

1926 

14 

1927 

14 

1928    

14 

Minneapolis: 

1920 

14 

1921 

10.5 

1922 

11.5 

1923   

12 

1924 

11 

1925 

12 

1926 

11 

1927 

P 

1928 

12 

Los  Angeles: 
1920   .  - 

18 

1921 

14 

1922...- 

15 

1923 

15 

1924 

14.5 

1925 

15 

1926 

15 

1927 

l.^i 

1928 

15     15 

Date  from  yearbooks  of  United  States  Department  of  Agriculture  except  for  1928. 
Prices  for  1928  are  from  Crops  and  Markets. 


ORGANIZATION  OF  THE 
UNITED  STATES  DEPARTMENT  ,OF  AGRICULTURE 

April  23,   1930 


Secretary  of  Agriculture Arthur  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension  Work C.  W.  Wabburton. 

Director  of  Personnel  and  Business  Adminis-     W.  W.  Stockbebger. 
tration. 

Director  of  Information M.  S.  Eisenhower. 

Solicitor . E.  L.  Marshall, 

Weather  Bureau Charles  F.  Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dairy  Industry O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Forest  Service R.  Y.  Stuart,   Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  PuNic  Roads Thomas  H.  MacDonald,  Chief. 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief. 

Plant  Quarantine  and  Control  Administration--   Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Foody  Drug,  and  Insecticide  Administration—  Walter  G.  Campbell,  Director  of 

Regulatory  Work,  in  Charge. 

Office  of  Experiment  Stations ■ ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Barnett,  Librarian. 


This  bulletin  is  a  contribution  from 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief, 

92 


y.  5.  GOVIRNMENT  PRINTING  OFFICE:  '93° 


Technical  Bulletin  No.  178    K^y^^^^^if/^S'W/  March,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


PROPERTIES  OF  SOILS  WHICH  INFLU- 
ENCE SOIL  EROSION 

By  H.  E.   MiDDLETON 

Associate  Physicist,  Division  of  Soil  Chemistry  and  Physics,  Soil  Investigations, 
Bureau  of  Chemistry  and  Soils 


CONTENTS 


Introduction 1 

Outline  of  investigation. 2 

Experimental  work 2 

First  group — 3 

Second  group.. 7 

Third  group U 


Page 

Discussion 13 

Summary 15 

Literature  cited 16 


INTRODUCTION 

Soil  erosion  is  not  a  new  problem,  the  necessity  for  protection  of 
farm  lands  from  denudation  having  long  been  recognized.  In  1909 
in  a  report  of  the  National  Conservation  Commission  (ISy  attention 
was  called  to  the  enormous  losses  resulting  from  erosion,  and  in  1911 
a  bulletin  on  soil  erosion  (16)  discussed  the  problem  and  remedial 
measures  which  might  be  employed.  These  reports  apparently 
roused  very  little  interest.  In  recent  years,  however,  the  work  of 
agricultural  experiment  stations  and  of  the  Federal  Government  {8) 
has  served  to  focus  attention  on  the  great  loss  resulting  from  erosion. 
The  Seventieth  Congress  made  a  special  appropriation  for  the  study 
of  soil  erosion  and  water  conservation,  with  particular  reference  to 
the  various  soil  types.  Experimental  work  on  erosion  will  be  done 
at  several  stations  established  for  this  purpose. 

Experimental  field  studies  on  soil  erosion  have  been  in  progress  for 
several  years  at  the  State  agricultural  experiment  stations  at  Colum- 
bia, Mo.,  Spur,  Tex.,  and  Raleigh,  N.  C,  and  at  the  Forest  Service 
experiment  stations  at  Ephraim,  Utah,  and  San  Bernardino,  Calif. 
In  this  field  work  it  has  been  recognized  that  some  soil  types  erode 
more  readily  than  others.  The  literature  reveals  no  laboratory 
studies  which  show  any  relation  between  erosivity  and  the  physical 
and  chemical  characteristics  of  the  soil  types.  The  fact  that  definite 
information  concerning  the  erosional  behavior  of  soils  was  not  avail- 
able explains  this  lack  of  investigation.  Such  information  became 
available  with  the  appearance  of  the  results  (4^  6,  6,  7,  8)  of  extensive 

1  Italic  numbers  in  parentheses  refer  to  literature  cited,  p.  15. 
94846°— 30 


Z         TECHNICAL   BULLETIN    178,    U.    8.    DEPT.    OF   AGRICULTURE 

erosion  studies  made  in  the  field  by  H.  H.  Bennett  of  this  bureau, 
who  observed  that  certain  soil  types  were  easily  eroded  whereas 
others  were  much  less  susceptible  to  erosion.  With  a  view  to  deter- 
mining the  properties  of  soils  which  influence  soil  erosion,  samples 
were  collected  and  work  begun. 

OUTLINE  OF  INVESTIGATION 

Three  groups  of  soil  samples  were  collected.  In  one  group  samples 
of  four  soil  types  were  obtained  from  widely  separated  regions.  Two 
of  these  types,  the  Nipe  clay  from  Cuba  and  the  Aikin  silty  clay  loam 
from  Oregon,  were  notable  because  of  the  resistance  they  offer  to 
erosion,  in  spite  of  heavy  rainfall.  In  contrast  with  these  were  the 
Orangeburg  fine  sandy  loam  and  the  Memphis  silt  loam  from  Missis- 
sippi. A  second  group  of  samples  consisted  of  the  Iredell  loam,  which 
is  erosive,  and  of  the  Davidson  clay  loam,  which  is  nonerosive.^ 
These  samples  were  collected  near  Greensboro,  N.  C,  and  under  like 
climatic  conditions  differ  very  strikingly  in  erosional  behavior.  The 
samples  of  these  two  groups  were  very  carefully  examined,  especially 
with  respect  to  the  A  and  B  horizons.  The  properties  were  con- 
trasted and  the  effort  made  to  determine  which  properties  accounted 
for  the  erosional  differences.  A  third  group  of  samples  was  later 
obtained  from  three  erosion  experiment  stations,  and  a  similar  study 
was  made  on  them. 

EXPERIMENTAL  WORK 

The  mechanical  analyses  were  made  by  a  slightly  modified  form  of 
the  international  method  (19).  Hydrogen  peroxide,  hydrochloric 
acid,  and  sodium  carbonate  or  hydroxide  were  used.  The  quantity 
of  colloid  was  determined  by  the  water-vapor  adsorption  method, 
over  3.3  per  cent  sulphuric  acid  (20),  the  moisture  equivalent  by  the 
method  outlined  in  a  previous  publication  (16,  p.  159),  the  maximum 
water-holding  capacity  by  the  metl^od  of  Hilgard  (13,  p.  209),  the 
lower  liquid  limit  by  the  method  of  Atterberg  (3,  p.  36),  and  the 
specific  gravity  by  a  method  essentially  the  same  as  that  described 
by  HHlebrand  (14y  p.  56), 

The  slaking  value  was  determined  with  an  apparatus  described  by 
Boyd  (9,  p.  345)  but  by  a  somewhat  different  method  of  procedure. 
Five  grams  of  air-dry  soil  was  thoroughly  mixed  with  just  sufficient 
water  to  saturate  it  at  a  pressure  of  2,000  pounds  per  square  inch  and 
made  into  a  briquette  25  millimeters  in  diameter.  This  was  immedi- 
ately placed  on  a  metal  ring  and  submerged  in  water.  The  slaking 
value  is  the  number  of  seconds  necessary  for  the  briquette  to  dis- 
integrate sufficiently  to  fall  through  the  ring. 

The  moisture  content,  apparent  specific  gravity,  shrinkage,  pore 
space,  and  volume  of  voids  were  calculated  by  measuring  and  weighing 
briquettes  made  by  the  method  outlined  by  the  writer  (17,  p.  502),  in 
which  20  grams  of  air-dry  soil  was  mixed  with  sufficient  water  to 
give  the  greatest  density  at  a  pressure  of  2,000  pounds  per  square  inch. 

The  dispersion  ratio  was  determined  as  follows:  A  sample  of  air- 
dry  soil  equivalent  to  10  grams  of  oven-dry  soil  was  placed  in  a  tall 

*  "Nonerosive"  is  used  in  this  bulletin  to  describe  soils  notably  less  susceptible  to  erosion  than  normal 
soils.  The  terms  erosive  and  nonerosive  are  used  relatively,  as  are  the  terms  soluble  and  insoluble.  All 
soils  are  somewhat  susceptible  to  erosion  by  run-ofl  water. 


PROPERTIES    OF   SOILS   WHICH    INFLUENCE    SOIL   EROSION  O 

cylinder  of  approximately  1,200  cubic  centimeter  capacity  fitted  with 
a  rubber  stopper.  Sufficient  distilled  water  was  added  to  make  the 
volume  a  liter.  The  cylinder  was  closed  with  the  stopper  and  was 
shaken  end  over  end  20  times.  The  suspension  was  then  allowed  to 
settle  until  a  25  cubic  centimeter  sample  which  was  pipetted  at  a 
depth  of  30  centimeters  consisted  of  particles  of  a  maximum  diameter 
of  0.05  millimeter.  A  metal  tip  placed  on  the  end  of  the  pipette  with 
six  radial  No.  80  drill  holes  was  used;  through  it  liquid  was  drawn 
from  the  side  rather  than  from  directly  under  the  pipette.  From  the 
dry  weight  of  the  pipetted  fraction,  the  total  weight  of  silt  and  clay 
in  the  suspension  was  calculated.  The  ratio,  expressed  in  percent- 
age, of  the  silt  and  clay  so  determined  to  the  total  silt  and  clay 
obtained  by  mechanical  analysis  is  called  the  dispersion  ratio.  The 
erosion  ratio  is  the  quotient  obtained  by  dividing  the  dispersion  ratio 
by  the  ratio  of  colloid  to  moisture  equivalent. 

Colloid  was  extracted  {12,  p.  16),  and  chemical  analyses  were  made 
by  methods  now  in  use  in  the  Division  of  Soil  Chemistry  and  Physics 
of  this  bureau,  but  special  effort  was  exerted  to  make  the  colloid 
extraction  as  complete  as  possible. 

FIRST  GROUP 

DESCRIPTION    OF    SAMPLES 

The  samples  used  in  this  experiment  were  collected  by  H.  H. 
Bennett,  of  this  bureau.     The  erosive  samples  are  as  follows: 

Memphis  silt  loam  from  5  miles  east  of  Vicksburg,  Miss.  Sample 
No.  1,  A  horizon,  0  to  8  inches,  brown  mellow  silt  loam;  sample  No. 
2,  B  horizon,  8  to  28  inches,  buff  moderately  friable  silty  clay  loam; 
and  sample  No.  3,  C  horizon,  120  to  216  inches,  yellowish-brown 
friable  silt  loam. 

Orangeburg  fine  sandy  loam  from  Jackson  County,  Miss.  Sample 
No.  4,  A  horizon,  0  to  16  inches,  fine  sandy  loam,  brown  to  4  inches 
and  buflt  below  that  depth;  sample  No.  5,  Bi  horizon,  16  to  72  inches, 
red  friable  sandy  clay;  sample  No.  6,  B2  horizon,  72  to  96  inches,  red 
friable  fine  sandy  loam  with  some  yellowish  splotches;  and  sample  No. 
7,  C  horizon,  96  to  136  inches,  white  and  pale-pink  coarse  sand  with 
some  thin  seams  of  red  fine  sandy  loam. 

The  nonerosive  soil  types  of  this  group  are  as  follows : 

Nipe  clay  from  Fulton  mining  region,  Fulton,  Oriente,  Cuba. 
Sample  No.  8,  0  to  12  inches,  red,  highly  porous,  friable  material, 
somewhat  compact  in  places  (plancha  layer),  with  abundance  of 
highly  ferruginous  small  and  large  nodules  (accretions  or  concre- 
tions); and  sample  No.  9,  12  to  24  inches,  red,  highly  porous,  and 
friable  material,  with  abundance  of  small  and  large  ferruginous 
nodules. 

Aikin  silty  clay  loam  from  5K  miles  south  of  Salem,  Oreg.  Sample 
No.  10,  0  to  20  inches,  brownish-red  silty  clay  loam  to  clay;  and 
sample  No.  11,  20  to  40  inches,  red  clay. 

RESULTS 

The  physical  determinations  which  were  made  on  samples  of  the 
first  group  are  shown  in  Table  1  and  the  chemical  analyses  in  Table  2. 


4         TECHNICAL  BULLETIN    178,   U.   S.    DEPT.    OF  AGRICULTURE 
Table  1. — Physical  properties  of  erosive  and  nonerosive  soils 


Mechanical 

Maxi- 

Character and 

Soil  type 

Depth   ■ 

analysis 

Col- 
loid 

Mois- 
ture 
equiv- 
alent 

Lowei 
liquid 
limit 

mum 
water 
hold- 
ing  ca- 
pacity 

-  cmc 
grav- 
ity 

Slak- 
value 

sample  No. 

Sand 

Silt 

Clay 

Per 

Per 

Per 

Per 

Per 

Per 

Per 

Sec- 

Inches 

cent 

cent 

cent 

cent 

cent 

cent 

cent 

on<U 

Memphis      silt 
loam  (Miss.).  1 

0-8 

11.2 

75.4 

13.4 

14.6 

21.5 

27.0 

48.9 

2.65 

340 

do 

8-28 

6.2 

63.0 

30.8 

32.2 

28.6 

36.7 

57.9 

2.73 

(») 

do. 

120-216 

5.6 

80.3 

14.2 

12.3 

21.7 

28.3 

49.9 

2.74 

50 

Erosive 

Orangebm-g  fine 
sandy     loam 
(Miss.). 
do 

0-16 

64.0 

26.1 

9.9 

11.6 

15.0 

16.7 

36.9 

2.64 

25 

16-72 

56.9 

20.1 

23.0 

23.5 

17.3 

23.9 

41.6 

2.69 

80 

do. 

72-96 

77.4 

6.4 

16.2 

16.5 

12.5 

20.2 

38.0 

2.69 

76 

do 

96-136 

97.6 

.6 

1.8 

2.4 

2.2 

.      27.1 

2.66 

1 

Nipe  clay  (Cuba) 

0-12 

820.4 

32.5 

47.1 

65.1 

30.4 

40.  i 

68.7 

3.99 

0) 

do 

12-24 

323.4 

24.1 

62.5 

63.7 

27.2 

36.7 

51.3 

3.92 

(v 

Nonerosive. 

10 

Aikin  silty  clay 
loam  (Oreg.). 

0-20 

11.7 

28.8 

59.5 

52.5 

30.3 

36.3 

57.5 

2.84 

(») 

11 

.....do 20-40 

10.4 

23.7 

65.9 

59.8       30.8       40.3 

57.1 

2.87 

(*) 

Soil  type 

Briquettes  at  maximum  density 

Dis-    c 
per- 
sion 
ratio 

Ratio 

of 
jolloid 

to 
mois- 
ture 
equir- 
alent  \ 
j 

Ero- 
sion 
ratio 

Character  and 
sample  No. 

Mois- 
ture 
con- 
tent 

Appar 
ent 

specifl< 
grav- 
ity 1 

,  Shrink- 
'    agei 

Pore  , 
space  1 5 

Vol- 

ime  of 
coids  1 

Ratio 
of 

clay 
tosUt 

Per 

Per 

Per 

Per 

cent 

cent 

cent 

cent 

1 

Memphis  silt  loam 
(Miss.). 

16.9 

1.64 

1.08 

38.1 

10.5 

44.6 

0.68 

65.2 

0.18 

2 

.—-do... 

14.7 

1.87 

3.50 

31.5 

4.0 

26.3 

1.13 

23.3 

.49 

3 

do 

19.5 

1.63 

.74 

40.7 

9.0 

66.0 

.57 

115.8 

.18 

Erosive 

4 

Orangeburg    fine 

9.4 

1.87 

.75 

29.1 

11.7 

39.2 

.77 

50.9 

.38 

sandy  loam 
(Miss.). 
do. 

fi 

11.2 

1.98 

1.87 

26.3 

4.0 

16.9 

1.36 

12.4 

1.14 

fi 

(Jq 

12.4 

1.90 

.48 

29.4 

5.9 

29.6 

1.32 

22.4 

2.63 

7 
8 

do 

27.0 
6.1 

1.09 
2.14 

24.8 
2.9 

3.00 

Nipe  clay  (Cuba).. 

23.3 

1.91 

3.97 

52.1 

7.6 

1.45 

9 

do. 

22.2 

2.03 

4.15 

51.9 

6.9 

5.2 

2.34 

2.2 

2.69 

Nonerosive.- 

10 

Aikin   silty   clay 
loam  (Oreg.). 

19.3 

1.77 

6.62 

37.6 

3.6 

15.1 

1.73 

8.7 

2.07 

111 

do 

19.9 

1.76 

6.47 

38. 6        3.  5 

13.4 

1.94 

6.9 

2.78 

1  Based  on  wet  volume. 
'  Did  not  slake  in  18  hours. 


*  A  considerable  part  consists  of  concretions. 


Table  2. — Chemical  composition  ^  of  erosive  and  nonerosive  soils ' 


Character  and 
sample  No. 


Soil  type 


Depth 


SiOi 


TiOa 


FezOs 


A1203 

MnO 

CaO 

Per  cent 

Per  cent 

Per  cent 

7.94 

0.11 

0.46 

12.72 

.11 

.41 

3.72 

.03 

.03 

9.29 

.01 

Trace. 

3  14.  71 

L09 

.41 

8  15. 33 

.99 

.39 

24.11 

.30 

.24 

25.18 

.23 

.17 

Erosive. 


Nonerosive. 


Memphis  silt  loam. 

do 

Orangeburg    fine 
sandy  loam. 

do 

Nipe  clay 

do 

Aikin   silty    clay 
loam. 


Inches 
0-8 
8-28 
0-16 

16-72 
0-12 

12-24 
0-20 

20-40 


Per  cent 
80.90 
73.03 
90.63 

83.92 
7.96 
7.04 

40.57 

40.54 


Per  cent 
0.92 
.76 


.72 

.73 

.65 

3.06 


3.27 


Per  cent 
2.74 
5.15 
1.40 

3.09 
64.00 
65.37 
17.71 

17.91 


Per  cent 
0.27 


»No  sample  contained  carbonates. 
*  Determinations  by  Q.  Edgington. 


>  Sample  contains  chromium. 


PROPERTIES   OF  SOILS  WHICH  INFLUENCE    SOIL   EROSION  O 

Table  2. — Chemical  composition   of  erosive  and  nonerosive  soils — Continued 


Character  and 
sample  No. 

Soil  type 

K,0 

Na20 

PiO» 

SOi 

N 

Ignition 
loss 

H20at 
110*  C. 

Erosive 

1 
2 

4 

5 

I 

10 
11 

Memphis  silt  loam 

do.... 

Orangeburg    fine    sandy 

loam. 
do 

Nipe  clay  .»         

Per  cent 
1.84 
1.95 
.06 

.07 
Trace. 
Trace. 

.55 
.41 

Percent 
0.66 
.71 
Trace. 

.07 
.03 
Trace. 
.18 
.17 

Per  cent 
0.11 
.20 
.04 

.02 
.04 
.05 
.43 
.41 

Per  cent 

.08 

.09 
.24 
.32 

.14 
.11 

Per  cent 

0.10 

.04 

.06 

.01 
.08 
.02 
.17 
.10 

Per  cent 
4.03 
3.99 
2.96 

3.22 
10.12 

9.20 
12.31 
11.28 

Per  cent 

1.27 

3.18 

.82 

1.14 
3  29 

Nonerosive... 

do 

Aikin  silty  clay  loam 

do 

2.88 
4.28 
4.47 

Data  given  in  Table  1  indicate  that  the  nonerosive  soils  studied 
are  considerably  heavier  in  texture  than  the  erosive  soils.  This  is 
unfortunate  in  that  such  a  wide  difference  in  texture  makes  comparison 
diflicult.  Many  of  the  differences  indicated  in  the  various  determina- 
tions may  be  explained  by  this  difference  in  texture  without  regard  to 
erosional  characteristics.  The  moisture  equivalent,  lower  liquid  limit, 
maximum  water-holding  capacity,  slaking  value,  and  shrinkage  follow 
rather  closely  the  mechanical  composition  and  colloid  content.  The 
volume  of  voids  is  slightly  higher  in  the  erosive  than  in  the  nonerosive 
soils,  particularly  in  the  surface  soils.  The  specific  gravity  of  the  non- 
erosive soils  is  higher  than  that  of  the  erosive  soils,  but  this  is  not  be- 
lieved to  be  significant. 

The  dispersion  ratio  seems  to  have  some  bearing  on  the  erosional 
characteristics  of  the  soil  without  regard  to  the  other  properties.  For 
instance,  the  Nipe  clay  was  regarded  as  being  the  least  erosive  in  the 
group  of  samples,  and  it  has  the  lowest  dispersion  ratio,  whereas  the 
Memphis  silt  loam,  which  was  regarded  as  being  the  most  easily 
eroded,  has  the  highest  dispersion  ratio. 

In  the  Memphis  soil  the  dispersion  ratio  also  indicates  the  relative 
degree  of  erosivity  of  the  different  horizons  as  observed  in  the  field. 
The  A  horizon,  with  a  dispersion  ratio  of  44.6,  erodes  more  rapidly 
than  the  B  horizon  (where  it  is  exposed),  which  has  a  dispersion  ratio 
of  26.3.  The  C  horizon,  which  has  a  dispersion  ratio  of  66,  erodes 
more  rapidly,  once  it  is  exposed,  than  either  the  A  or  the  B. 

The  ratio  of  the  colloid  to  the  moisture  equivalent  is  considerably 
higher  for  the  nonerosive  than  for  the  erosive  soils.  The  higher  ratio 
should  indicate  a  lower  water-holding  capacity  of  the  soil  and,  there- 
fore, probably  a  higher  rate  of  percolation,  with  a  consequent  decrease 
of  run-off  from  one  rainfall.  It  is  the  water  which  runs  off  after 
the  soil  is  saturated  which  causes  erosion.  A  soil  with  a  high  rate  of 
percolation  may  not  necessarily  erode  less  for  a  given  amount  of  run- 
off, but  it  is  believed  that  conditions  which  cause  rapid  percolation 
tend  to  make  it  less  erosive.  A  satisfactory  laboratory  method  of 
measuring  the  percolation  rate  of  soils  under  conditions  comparable 
to  those  in  the  field  has  not  been  found.  A  method  is  now  being 
studied  whereby  samples  may  be  taken  in  their  natural  condition  and 
sent  to  the  laboratory.  It  is  hoped  thus  to  determine  a  relation  be- 
tween the  percolation  rate  under  natural  field  conditions  and  artificial 
conditions  in  the  laboratory.  The  chief  difficulty  lies  in  determining 
the  rate  of  percolation  of  the  entire  profile.  A  fairly  satisfactory 
determination  may  be  made  for  a  single  horizon,  but  if  the  horizon 


6         TECHNICAL   BULLETIN    178,    U.    S.    DEPT.    OF   AGRICULTURE 

examined  is  underlaia  by  a  comparatively  impervious  stratum  the 
determination  will  be  of  little  value.  Soil  samples  are  ordinarily 
collected  by  horizons  which  in  most  places,  rather  than  being  sharply 
differentiated,  are  separated  by  transitional  zones.  This  arrange- 
ment of  layers  makes  it  very  difficult  to  repack  the  material  in  a  con- 
dition remotely  simulating  that  in  which  it  occurs  originally. 

In  general,  the  drspersion  ratio  decreases  as  the  resistance  to  erosion 
increases.  The  converse  is  true  of  the  colloid  moisture-equivalent 
ratio.  As  both  ratios  are  indicative  of  the  erosional  characteristics 
of  the  soil,  it  seemed  desirable  to  combine  them  into  one  expression. 
Since  the  two  ratios  vary  inversely,  a  combination  was  accompUshed 
by  dividing  the  dispersion  ratio  by  the  colloid  moisture-equivalent 
ratio  and  designating  it  as  the  erosion  ratio.  The  dispersion  ratio  is  a 
function  of  the  ease  of  dispersion  and  of  the  mechanical  composition 
of  the  soil,  and  the  colloid  moisture-equivalent  ratio  is  a  function  of 
the  ease  of  percolation  and  the  absorptive  power  of  the  soil.  Hence 
the  erosion  ratio  combines  the  relations  of  the  soil  toward  water  in 
such  manner  that  a  low  value  of  the  ratio  is  indicative  of  high  resist- 
ance to  erosion. 

The  lowest  erosion  ratio  shown  by  the  erosive  soils  is  12.4  for  the 
Orangeburg  subsoil  (No.  5),  and  the  highest  for  the  nonerosive  soils 
is  8.7  for  the  Aikin  surface  soil  (No.  10).  The  erosion  ratio  distin- 
guishes the  erosive  from  the  nonerosive  soils  in  the  same  order  as  the 
dispersion  ratio,  but  the  differentiation  is  more  marked.  In  the  Mem- 
phis and  Nipe  soils  previously  mentioned,  the  dispersion  ratios  are 
44.6  and  6.1,  and  the  erosion  ratios  are  65.2  and  2.9,  respectively. 
The  erosion  ratios  appear  to  express  more  satisfactorily  the  differences 
between  the  soils.  Neither  the  dispersion  nor  the  erosion  ratios  are 
to  be  regarded  as  quantitative  expressions  of  relative  erosivity. 

The  ratio  of  clay  to  silt  in  the  soil  is  taken  as  an  index  of  the  me- 
chanical composition.  In  soils  as  heavy  as  or  heavier  than  a  loam 
(containing  more  than  50  per  cent  of  silt  and  clay)  in  texture  this 
may  give  some  idea  of  erosiveness.  Where  the  ratio  is  very  low,  as 
in  a  silt  loam  soil,  very  Httle  clay  is  present  to  bind  the  material  into 
aggregates,  and  the  silt  particles  are  free  to  enter  quickly  into  sus- 
pension in  the  run-off  water.  This  is  exempHfied  in  Memphis  silt 
loam,  which  has  a  very  low  ratio  of  clay  to  silt  and  a  very  high  dis- 
persion ratio.  This  no  doubt  accounts,  at  least  in  part,  for  the  high 
erosivity  of  this  particular  soil.  In  sandy  soils  the  ratio  is  not  so 
significant,  because  the  silt  and  clay  together  constitute  such  a  small 
proportion  of  the  total  material. 

The  main  variations  in  the  chemical  composition  of  these  soils, 
as  indicated  in  Table  2,  may  be  correlated  with  the  mechanical  com- 
position and  colloid  content.  The  nonerosive  soils  are  low  in  sand  and 
high  in  colloid  and  are  low  in  Si02  and  high  in  Fe203  and  AI2O3.  This 
may  be  indicative  of  a  low  silica-sesquioxide  ratio,^  which  ratio  is 
beheved  to  have  a  very  important  bearing  on  soil  erosion  and  on  other 
soil  characteristics  {2).  Bennett  (4)  has  shown  that  this  ratio  is 
indicative  of  the  friability  and  plasticity  of  Central  American  soils 
and  that  these  properties  are  closely  associated  with  erosional  behavior. 

1  The  silica-sesquioxide  ratio  is  the  molecular  ratio  of  the  silica  to  the  combined  alumina  and  iron  oxide 
present  in  the  colloid. 


PROPERTIES   OF   SOILS  WHICH   INFLUENCE   SOIL  EROSION         7 
SECOND  GROUP 

In  the  first  group  of  samples  the  great  difference  in  texture  between 
the  erosive  and  nonerosive  soils  made  it  difficult  to  correlate  the 
results.  Furthermore,  the  samples  were  derived  from  very  different 
soil  material  and  were  collected  in  widely  separated  localities  where 
they  had  been  subject  to  very  different  climatic  conditions.  There- 
fore it  was  deemed  advisable  to  collect,  from  the  same  locality,  two 
samples  as  nearly  alike  in  texture  as  possible,  one  of  which  was 
erosive  and  the  other  nonerosive  and  to  make  a  study  of  their  physical 
and  chemical  properties.  For  this  study  the  Iredell  and  Davidson  soils 
of  North  Carolina  seemed  to  furnish  admirable  examples,  as  they  are 
derived  from  the  same  soil  material,  occur  under  the  same  climatic 
and  topographic  conditions,  and  lie  almost  immediately  adjacent  to 
each  other  but  differ  notably  in  that  one  is  very  readily  eroded  and 
the  other  is  markedly  resistant  to-  erosion. 

DESCRIPTION    OF    SAMPLES 

R.  C.  Jurney,  of  the  Division  of  Soil  Survey  of  this  bureau,  collected 
samples  of  the  Iredell  loam  (erosive)  and  of  the  Davidson  clay  loam 
(nonerosive),  near  Greensboro,  N.  C.  The  samples  were  described  as 
follows : 

Iredell  loam  from  14  miles  east  of  Greensboro,  N.  C.  Sample  No. 
12,  Ai  horizon,  0  to  5  inches,  gray  loam  containing  some  organic 
matter;  sample  No.  13,  A2  horizon,  5  to  10  inches,  yellowish-brown 
loam;  sample  No.  14,  B  horizon,  10  to  20  inches,  yellowish-brown 
heavy  tenacious  impervious  plastic  clay,  breaking  into  large  lumps 
which  on  further  pressure  break  into  angular  particles,  and  containing 
few  plant  roots;  and  sample  No.  15,  C  horizon,  20  to  27  inches, 
greenish,  yellowish,  and  brownish  decomposed  diorite  rock.  Iron- 
stone concretions  occur  in  the  A2  horizon  and  in  adjoining  plowed 
fields  appear  on  the  surface.  Horizon  B,  when  exposed  to  the  atmos- 
phere, turns  rust  brown  and  cracks  when  dry.  On  moderate  slopes 
the  B  or  C  horizon  is  exposed  through  erosion. 

Davidson  clay  loam  from  9  miles  north  of  Greensboro,  N.  C. 
Sample  No.  16,  A  horizon,  0  to  9  inches,  slightly  reddish-brown  clay 
loam;  sample  No.  17,  Bi  horizon,  9  to  36  inches,  deep-red  heavy 
brittle  clay,  breaks  into  large  lumps  which  finally  crumble  into 
smaller  angular  and  subangular  particles;  sample  No.  18,  B2  horizon, 
36  to  60  inches,  light-red  friable  crumbly  clay;  and  sample  No.  19, 
C  horizon,  60+  inches,  ocherous-yellow,  black,  and  reddish-brown 
decomposed  diorite  rock.  A  cut  surface  of  the  Bi  horizon  shows  a 
Hghter-red  color  than  the  broken  portion,  and  when  well  dried  the 
material  in  road  cuts  to  a  depth  of  about  2  feet  shows  perpendicular 
cracks  one-eighth  inch  and  less  in  width.  The  Davidson  soil  is  much 
more  deeply  weathered  than  the  Iredell. 

RESULTS 

Determinations  were  made  on  these  samples  in  the  manner 
described  for  the  first  group.  The  physical  determinations  are 
shown  in  Table  3  and  the  chemical  analyses  in  Table  4.  In  addition, 
samples  of  colloid  were  extracted  and  analyzed,  the  determinations 
being  shown  in  Table  5. 


8         TECHNICAL  BULLETIN    178,   U.   S.    DEPT.    OF  AGRICULTURE 

Table  3. — Physical  properties  of  an  erosive  and  a  nonerosive  soil  from  the  same 

locality 


Character  and 
sample  No. 


Soil  type 


Hori- 
zon 


Mechanical 

Maxi- 

analysis i 

Col- 
loid 

Mois- 
ture 
equiv- 
alent 

Lower 
liquid 
limit 

mum 
water- 
hold- 
ing 
capa- 

ciflc 
grav- 
ity 

Depth 

Sand 

Silt 

Clay 

city 

Per 

Per 

Per 

Per 

Per 

Per 

Per 

Inches 

cent 

cent 

cent 

cent 

cent 

cent 

cent 

0-5 

36.2 

38.4 

16.4 

24.7 

30.6 

39.0 

67.8 

2.74 

5-10 

37.3 

45.6 

16.4 

15.0 

18.1 

19.5 

44.4 

2.89 

10-20 

11.2 

23.9 

63.1 

63.9 

45.9 

56.1 

78.2 

2.84 

20-27 

34.9 

28.5 

35.2 

39.0 

38.0 

34.6 

62.0 

2.90 

0-9 

31.9 

39.9 

23.8 

27.3 

25.1 

29.1 

59.9 

2.68 

9-36 

14.0 

22.3 

60.4 

64.8 

39.3 

61.0 

80. 9 

2.77 

36-60 

18.5 

30.4 

50.3 

66.5 

43.0 

63.1 

88.0 

2.80 

60+ 

35.4 

34.5 

29.6 

63.8 

39.3 

62.8 

79.0 

2.82 

Slak- 
ing 
valu* 


Erosive.. 


Nonero- 
sive. 


Iredell  loam... 

do 

do 

.....do 

Davidson  clay 
loam. 

do 

.....do 

..-do.. 


Ai 
Ai 

B 
C 
A 

B, 
B, 
C 


See- 
ond$ 
56 
25 

(») 

"ioo 
(») 


Character  and 
sample  No. 


Briquettes  at  maximum  density 


Soil  type 


Mois- 
ture 
con- 
tent 


Ap- 
parent 
spe- 
cific 
grav- 
ity* 


Shrink- 
age* 


Pore 


Vol- 
ume 

of 
voids  * 


Dis- 
per- 
sion 
ratio 


Ratio 
of  col- 
loid to 
mois- 
ture 
equiv- 
alent 


Ero- 
sion 
ratio 


Ratio 
of  clay 
to  silt 


Erosive. 


Nonero- 
sive. 


Iredell  loam 

do. 

do. 

do 

Davidson  clay  loam. 

do 

do 

do 


Per 
cent 
15.5 
11.9 
17.2 
13.3 
14.0 
19.6 
20.1 
17.6 


1.64 
1.95 
1.83 
2.01 
1.84 
1.69 
1.68 
1.73 


Per  cent 
6.17 
1.09 
9.93 
6.57 
3.60 
2.74 
3.00 
2.93 


Per 

cent 
40.2 
32.2 
35.6 
30.7 
31.3 
39.0 
40.0 
38.7 


Per 

cent 
14.8 
10.5 
4.1 
3.7 
5.6 
5.8 
6.1 
&1 


19.6 
13.0 
20.9 
23.5 
13.3 
6.1 
6,6 
10.6 


0.81 
.83 
1.39 
1.03 
1.09 
1.66 
1.56 
1.37 


24.2 
15.7 
15.0 
22.8 
1Z2 
3.7 
4.3 
7.7 


0.43 


2.64 

i.ai 


2.71 
1.65 


>  Determinations  by  L.  T.  Alexander.        *  Based  on  wet  volume.       •  Did  not  slake  in  18  hours. 

Table  4. — Chemical  composition  ^  of  an  erosive  and  a  nonerosive  soil  from  the  same 

locality  ^ 


Character  and 
sample  No. 

Soil  type 

Hori- 
zon 

Depth 

SiOj 

TiOj 

FejOs 

AljOs 

M„0 

CO 

[12 
13 
14 
16 
16 
17 
18 
19 

Iredell  loam 

A, 

t' 

C 
A 
Bi 
B, 
C 

Inches 

0-5 

5-10 
10-20 
20-27 

0-9 

9-36 
3&-60 
60+ 

Per  cent 
56.40 
60.56 
47.70 
47.62 
70.63 
52.70 
50.53 
52  fi2 

Per  cent 
2.41 
2.38 
1.84 
1.82 
1.80 
1.39 
1.47 
1.23 

Per  cent 
12.34 
12.37 
13.82 
12.35 
6.10 
10.62 
14.87 
13.37 

Per  cent 
11.17 
11.83 
21.62 
20.22 
12.45 
22.87 
23.05 
20.98 

Per  cent 
0.27 
.22 
.06 
.18 
.22 
.07 
.08 
.47 

Per  unt 
4.43 

Erosive.... 

do 

do 

do 

4.38 
2.92 
5  77 

Nonerosive 

Davidson  clay  loam. 

do 

do      

.75 

.51 

27 

do    

27 

1     ■"■" 

Character  and 
sample  No. 

Soil  type 

MgO 

KjO 

NajO 

PaO, 

SO, 

N 

Ignition 
loss 

H20at 
110°  C 

fl2 
13 
14 
15 
16 
17 
18 
19 

Iredell  loam 

Per  cent 
0.92 
.94 
1.26 
2.46 
.45 
.40 
.58 
1.00 

Per  cent 
0.20 
.20 
.21 
.26 
.58 
.45 
.34 
.72 

Per  cent 
1.48 
1.79 
1.19 
2.00 
0 
0 
0 
0 

Per  cent 
0.31 
.21 
.16 
.20 
.10 
.12 
.20 
.24 

Per  cent 
0.18 
.13 
.08 
.09 
.12 
.12 
.12 
.09 

Per  cent 
0.27 
.03 
.04 
.02 
.11 
.02 
.01 
.01 

Per  cent 
10.50 
5.03 
10.00 
6.96 
7.66 
10.55 
9.37 
9.15 

Percent 
2  10 

Erosive 

Nonerosive 

do 

do 

do 

Davidson  clay  loam. 

do 

do 

do 

1.10 
3.90 
2.90 
1.45 
1.95 
3.70 
4.25 

*  No  sample  contained  carbonates. 


*  Determinations  by  Q.  J.  Hough. 


PROPERTIES   OF   SOILS  WHICH  INFLUENCE   SOIL  EROSION         9 

The  results  shown  in  Table  3  indicate  that  the  texture  of  the  two 
samples  was,  as  a  whole,  very  nearly  the  same.  The  Iredell  rarely 
occurs  as  a  clay  loam  except  in  eroded  phases,  and  the  Davidson 
rarely  occurs  as  a  loam,  so  the  agreement  m  this  respect  was  consid- 
ered very  satisfactory.  The  surface  horizon  of  the  Iredell  contained 
more  organic  matter  than  that  of  the  Davidson,  which  undoubtedly 
accounts  for  the  fact  that  all  the  determinations  involving  moisture, 
except  the  colloid  content,  which  is  higher  in  proportion  to  the  quan- 
tity of  clay,  are  higher  for  the  Iredell  Ai  than  for  the  Davidson  A. 
This  difference  in  organic-matter  content  also  constitutes  the  main 
difference  between  the  Iredell  Ai  and  A2.  The  slaking  value  is  lower 
for  the  Iredell  surface  horizon  than  for  the  Davidson,  and  the  shrinkage 
is  greater.  These  differences  are  probably  significant.  A  peculiar 
circumstance  is  noted  in  the  volume  of  voids  determinations.  The 
value  decreases  through  the  Iredell  profile  and  increases  through  the 
Davidson. 

The  dispersion  ratio  is  notably  higher  in  the  Iredell  than  in  corre- 
sponding horizons  of  the  Davidson  soil,  and  is  higher  in  the  Iredell  B 
than  in  either  the  Ai  or  A2.  This  is  the  only  profile  so  far  examined 
in  which  this  is  the  case.  The  Davidson  B  horizon  has  a  dispersion 
ratio  very  similar  to  that  of  the  Nipe  soil  (see  Table  1),  and  the  indi- 
cations are  that  if  it  were  exposed  it  would  be  equally  resistant  to 
erosion. 

The  ratios  of  colloid  to  moisture  equivalent  are  all  higher  for  the 
Davidson  soil  than  for  the  Iredell  in  corresponding  horizons.  The 
ratio  for  the  Iredell  B  horizon  (1.39)  is  the  highest  obtained  from 
several  determinations  of  the  moisture  equivalent.  The  material  is 
of  such  character  that  it  is  difficult  to  make  a  satisfactory  determina- 
tion of  the  moisture  equivalent. 

The  erosion  ratio  differentiates  the  two  soils  more  completely  than 
the  dispersion  ratio.  The  dispersion  ratio  of  the  Iredell  A2  horizon  is 
slightly  lower  than  that  of  the  Davidson  A.  However,  the  highest 
erosion  ratio  of  the  Davidson  is  lower  than  that  of  any  horizon  of  the 
Iredell.  The  relative  degree  of  erosion  of  these  two  soils  could  be 
determined  only  by  careful  measurements  under  similar  conditions. 
Personal  observation  indicates  that  the  difference  would  be  greater 
than  is  shown  by  the  erosion  ratio,  as  in  the  cornfield  adjoining  the 
area  where  the  sample  of  Iredell  was  taken;  though  the  slope  was 
very  gentle  only  a  very  thin  layer  of  the  A2  horizon  was  left  in  the  rows, 
and  the  B  horizon  was  exposed  between  the  rows.  On  the  other  hand, 
no  evidence  of  erosion  was  noted  in  the  Davidson  soil. 

The  Davidson  A  horizon  has  an  erosion  ratio  higher  than  the  Aikin 
or  the  Nipe  in  the  first  group.  The  observations  of  field  men  of  long 
experience,  with  whom  the  writer  has  discussed  the  matter,  indicate 
that  it  is  probably  the  most  erosive  of  the  three  nonerosive  soils.  In 
fact,  there  may  be  some  question  about  classing  the  A  horizon  as  a 
nonerosive  soil,  as  defined.  However,  for  the  purpose  of  this  phase 
of  the  investigation,  the  marked  difference  in  the  resistance  of  these 
two  soils  to  erosion  is  the  important  consideration.  The  Davidson 
B  horizon,  however,  where  it  has  been  exposed  by  the  cultivation  of 
steep  slopes  or  because  of  extraordinary  local  conditions,  is  markedly 
resistant  to  erosion  and  unquestionably  should  be  classed  as  nonero- 
sive. 


10      TECHNICAL   BULLETIN    178,    U.    S.    DEPT.    OF   AGRICULTURE 

The  ratio  of  clay  to  silt  is  higher  in  the  Davidson  than  in  the  Iredell 
soil.  The  slightly  heavier  texture  of  the  Davidson  accounts  for  the 
small  diJfferences  noted.  In  two  soils  of  exactly  the  same  texture  this 
ratio  would  of  necessity  be  the  same  and  could  have  no  bearing  on 
the  erosional  characteristics. 

The  chemical  analyses  shown  in  Table  4  indicate  that  the  Davidson 
soil  is  slightly  higher  in  silica  and  alumina  and  lower  in  iron,  especially 
in  the  A  and  B  horizons.  However,  it  is  doubtful  whether  these 
differences  are  of  significance.  The  Iredell  contains  considerably 
more  basic  materials  which,  undoubtedly,  have  an  important  bearing 
on  its  physical  properties,  especially  its  dispersivity  and  plasticity. 
The  color  of  the  two  soils  is  in  marked  contrast.  The  Iredell  is  yellow, 
and  the  Davidson,  in  spite  of  its  lower  iron  content,  is  very  red. 
Undoubtedly  the  greater  part  of  the  iron  in  the  Iredell  is  present  as  a 
part  of  the  complex  silicate,  whereas  in  the  Davidson  it  is  present  as 
a  partly  hydrated  oxide.  This  is  in  accord  with  the  acid  dye  adsorp- 
tion figures  obtained  by  J.  G.  Smith,  of  this  bureau.  The  Iredell  B 
horizon  adsorbed  0.0016  gram  of  biebrich  scarlet  per  gram  of  soil, 
whereas  the  Davidson  Bi  horizon  adsorbed  0.0057  gram  per  gram. 

The  chemical  analyses  of  the  colloid  extracted  from  these  soils  is 
shown  in  Table  5.  Only  the  B  horizon  was  examined.  No  dis- 
persion agent  was  used  in  the  Iredell  soil,  and  63.3  grams  of  colloid 
were  extracted  from  100  grams  of  soil,  the  separation  being  made  at  1 
micron;  55.7  grams  were  extracted  from  100  grams  of  the  Davidson. 
Since  this  colloid  would  not  stay  in  suspension  \vithout  some  disper- 
sion agent,  sufficient  ammonia  was  added  to  keep  it  in  suspension. 
This  fact  is  probably  as  significant  with  respect  to  erosion  as  any  of 
the  properties  which  have  been  discussed.  It  accounts  for  the  fria- 
bility and  high  percolation  rate  of  the  Davidson  soil,  owing  to  the 
flocculation  and  granulation  of  the  particles.  It  undoubtedly  accounts 
for  the  low  erosivity  and  the  physical  properties,  such  as  the  disper- 
sion ratio,  of  which  it  is  indicative. 

Table  5. — Chemical  composition  of  colloids  from  the  Iredell  (erosive)  and  the  David- 
son (nonerosive)  soils  ^ 


Sam- 

&^ 
No. 

Soil  type  from  which 
colloid  was 
extracted 

Hori- 
zon 

Depth 

SiOs 

TiOi 

FeiOs 

AljOs 

MnO 

CaO 

MgO 

14C 

Iredell  loam.. 

B 
Bi 

Inches 

10-20 

9-36 

Per  cent 
40.73 
36.92 

Per  cent 
1.91 
.92 

Per  cent 
15.45 
16.03 

Per  cent 
26.94 
31.67 

Per  cent 

0.014 

.06 

Percent 

a  97 

.56 

Per  cent 
0.93 

17C 

Davidson  clay  loam.. 

.41 

Sam- 

Soil  type  from  which  col- 
loid was  extracted 

K2O 

NaaO 

PjOs 

SO3 

N 

Ignition 
loss 

HiOat 
110°  C. 

Mok  SiOi 

Mols  RjOs 

14C 

Iredell  loam 

Per  cent 
0.11 
..•^7 

Per  cent 
0 

Per  cent 
n  IS 

1 
Per  cent  Per  cent 
0. 16        0. 15 

.12            .07 

Per  cent 
12.44 
13  u 

Per  cent 
7.25 
3  20 

1.88 

17C 

Davidson  clay  loam 

o\         .18 

l.£0 

Determinations  by  Q.  J.  Hough. 


The  analyses  of  the  two  colloids  are  very  similar,  the  most  impor- 
tant difference  being  shown  in  the  silica-sesquioxide  ratio  which,  how- 
ever, is  not  so  great  as  might  be  expected  from  such  contrasting  soils. 
The  water  at  110°  C.  also  shows  a  significant  difference.     These  sam- 


PROPERTIES   OF   SOILS  WHICH   INFLUENCE   SOIL  EROSION       11 

pies  were  air-dried  and  kept  together  in  the  same  laboratory  at  all 
times  so  the  air-dry  moisture  content  would  be  in  the  same  order  as 
the  adsorption  of  water  vapor  over  30  per  cent  sulphuric  acid  {8, 
p.  11). 

Several  other  determinations,  some  of  which  are  listed  in  Table  6, 
were  made  on  these  soils.  The  heat-of -wet ting  determinations  were 
made  by  the  method  outlined  by  Anderson  {Ij  p.  927),  the  pH  deter- 
minations electrometrically,  and  the  modified  dispersion  ratio  by 
shaking  a  10-gram  sample  of  soil  in  100  cubic  centimeters  of  water  in 
a  reciprocating  shaker  for  seven  hours  before  transferring  it  to  a 
cylinder  and  pipetting  in  the  usual  manner. 

Table  6. — Miscellaneous  determinations  on  the  Iredell  and  Davidson  soils 


Sam- 

SoU  type 

Hori- 
zon 

Depth 

Heat  of 
wetting  1 

pH 

Modified 
disper- 
sion ratio 

12 

Iredell  loam     

At 

C 

A 
Bi 
Bj 
C 

Inches 

0-5 
5-10 
10-20 

20+ 
0-9 
9-36 
36-60 
60+ 

Cal.  per 
gm. 
4.6 
2.6 
7.4 
5.4 
2.9 
3.7 
4.9 
3.9 

6.6 
6.9 
6.7 
6.7 
6.4 
5.2 
4.5 
4.4 

87.4 

13 

do 

14 

do - 



96.2 

15 

do 

Davidson  clay  loam 

16 

84,9 

17 

_..._do 

(2) 

18 

do  ...                    

19 

do 

»  Determinations  by  M.  S^  Anderson. 

2  Flocculated.    With  sufficient  NH4OH  to  prevent  flocculation=96.4. 

The  heat-of-wetting  determinations  are  approximately  twice  as 
high  for  the  respective  horizons  of  the  Iredell  soil  as  for  the  Davidson. 
Since  the  two  soils  have  approximately  the  same  colloidal  content  in 
their  respective  horizons,  a  much  higher  heat  of  wetting  is  indicated, 
corresponding  to  the  higher  silica-sesquioxide  ratio,  as  shown  by 
Anderson  and  Mattson  (2)  for  the  Ireden  colloid. 

The  pH  determinations  indicate  that  the  Iredell  soil  is  more  nearly 
neutral  than  the  Davidson.  The  acidity  of  the  Davidson,  which 
increases  with  depth,  is  probably  responsible  for  the  flocculating  action 
of  the  colloid.  The  modified  dispersion  ratio  indicates  that  the 
Iredell  B  horizon  is  nearly  completely  dispersed  by  shaking  seven 
hours  whereas  that  of  the  Davidson  is  completely  flocculated. 

XmRD  GROUP 

Data  as  to  the  quantity  of  run-off  and  the  degree  of  erosion  taking 
place  for  periods  of  three  or  more  years  are  available  for  the  erosion 
experiment  stations  at  Columbia,  Mo.,  Spur,  Tex.,  and  Raleigh. 
N.  C.  These  data  show  rather  wide  variation  when  the  quantity  of 
rainfall  and  the  slope  of  the  plots  are  considered.  With  a  view  to 
determining  to  what  extent  the  character  of  the  soil  influenced  these 
results,  samples  were  obtained  *  from  the  various  stations. 


DESCRIPTION    OP    SAMPLES 

Cecil  fine  sandy  loam  from  erosion  experiment  station,  Raleigh, 
N.  C.  Sample  No.  20,  0  to  6  inches,  surface  soil;  and  sample  No.  21, 
6  to  24  inches,  subsoil. 

♦  The  writer  wishes  to  acknowledge  the  courtesy  ef  R.  E.  Dickson,  of  the  Texas  Agricultural  Experiment 
Station,  of  H.  H.  Krusekopf,  of  the  University  of  Missouri,  and  of  S.  H.  McCrory,  of  the  Bureau  of  Public 
Roads,  in  providing  these  samples. 


12      TECHNICAL   BULLETIN    178,   U.   S.    DEPT.    OF  AGRICULTURE 

Shelby  loam  from  erosion  experiment  station,  Columbia,  Mo. 
Sample  No.  22,  0  to  7  inches,  A  horizon;  sample  No.  23,  7  to  24  inches, 
B  horizon;  and  sample  No.  24,  24  to  36  inches,  C  horizon. 

Miles  clay  loam  from  erosion  experiment  station.  Spur,  Tex. 
Sample  No.  25,  0  to  8  inches,  surface  soil. 


RESULTS 

The  samples  obtained  were  representative  of  the  erosion  station 
plots.  However,  only  two  plot  treatments  were  the  same  for  all  three 
stations — sod  plots  and  bare  uncultivated  plots.  Inasmuch  as  there 
was  no  similarity  in  the  types  of  grass  grown  in  the  sod  plots,  only 
the  data  for  bare  uncultivated  plots  ^  {10, 11)  were  examined.  Some 
of  the  pubUshed  data  have  been  recalculated.  The  results  obtained 
are  given  in  Table  7. 

Table  7. — Some  of  the  physical  properties  of  soils'  and  erosion  data  from  erosion 

experiment  stations 


Sam- 

Duration 

Mechanical 
analysis » 

Col- 
loid 

Mois- 
ture 

equiv- 
alent 

Maxi- 
mum 
water- 

to. 

SoUtype 

of  experi- 
ment 

Depth 

Sand 

Silt 

Clay 

hold- 
ing 

capac- 
ity 

20 
21 

Cecil  fine  sandy  loam,  North  Carolina, 
do        -       -    .      -- 

1924-1927 
1924-1927 
1917-1923 
1917-1923 
1917-1923 
1926-1928 

Inches 
0-6 
6-24 
0-7 
7-24 
24-36 
0-8 

58.0 
28.4 
11.9 
6.1 
14.9 
30.1 

14.4 
12.3 
61.4 
49.7 
42.3 
33.1 

25.3 
58.6 
24.3 
42.5 
41.7 
34.0 

Per 
cent 
21.1 
53.9 
19.5 
40.2 
37.6 
31.4 

Per 
cent 
19.2 
32.9 
23.6 
32.4 
30.4 
25.2 

Per 

cent 
46.9 
64.4 

22 

Shelby  loam,  Missoi 
do 

iri 

5L6 

23 
24 

64.6 
57.0 

25 

Miles  clay  loam,  Te 

sas 

56.3 

Soil  type 

Slak- 
ing 
value 

Dis- 
per- 
sion 
ratio 

Katio 
of  col- 
loid to 
mois- 
ture 
equiv- 
alent 

Ero- 
sion 
ratio 

Ratio 
of  clay 
tosUt 

Bare  uncultivated  plots 

Sam- 

Slope 

Aver- 
age an- 
nual 
rain- 
fall^ 

Aver- 

run- 
ofl 

Aver- 
age an- 
nual 
run- 
off 

Aver- 
age an- 
nual 
ero- 
sion 

Ero- 
sion 
per 
inch  of 
run-off 

20 

Cecil    fine    sandy 
loam,  North  Car- 
olina 

Sec- 
onds 
60 

28.4 
9.8 

31.0 
27.6 
30.3 

27.4 

LIO 
L64 

.83 
1.24 
1.24 

1.25 

25.8 
6.0 

37.4 
22.3 
24.4 

21.9 

L76 
4.76 

.40 
.86 
.99 

L03 

Per 
cent 
9 

Inches 
4L16 

Per 

cent 

32 

Inches 
13.3 

Tons 
per 
acre 

21.  U 

Tons 
per 
acre 
L6 

21 

do 

22 

Shelby  loam,  Mis- 
souri... 

65 

3.68 

35.87 

49 

17.6 

39.13 

2.2 

23 

do. 

do 

24 

25 

Miles    clay   loam, 
Texas 

25 

2 

20.30 

38 

7.7 

2L77 

2.8 

» Determinations  by  L.  T.  Alexander. 

» Average  for  the  duration  of  the  experiment. 

The  data  of  Table  7,  in  the  light  of  the  results  obtained  in  the  first 
two  groups,  would  lead  one  to  expect  amounts  of  erosion  somewhat 
at  variance  with  those  actually  obtained  in  the  field.  On  the  Texas 
soil  (No.  25)  the  slope,  rainfall,  and  run-off  are  all  lower  than  at 
the  other  stations,  but  the  erosion  is  the  greatest.  This  soil  has  the 
lowest  dispersion  ratio,  the  highest  ratio  of  colloid  to  moisture 
equivalent,  and  the  lowest  erosion  ratio  of  the  three  surface  soils, 

•  Babtel,  F.  O.  Progress  report  on  soil  erosion  and  run-off  experiments  at  north  Carolina 
EXPERIMENT  STATION  FARM.    U.  S.  Dept.  Agr.,  Bur.  Puh.  Roads,  Div.  Agr.  Engin.  [Mimeographed.] 


PROPERTIES    OF   SOILS   WHICH   INFLUENCE    SOIL   EROSION       13 

which  would  indicate  that  it  is  the  least  erosive.  The  differences, 
however,  are  not  large,  and  from  the  laboratory  data  all  these  soils 
would  be  classed  as  highly  erosive,  as  they  actually  are  in  the  field. 
These  soils  occur  under  widely  divergent  conditions  of  climate  and 
topography,  the  experiments  did  not  run  concurrently,  and  additional 
factors  ^  not  indicated  by  the  data  influenced  results. 

Under  these  conditions  it  would  be  too  much  to  expect  that  the  labo- 
ratory results  would  indicate  accurately  the  relative  erosivity  of  these 
soils.  Under  more  nearly  similar  conditions  a  closer  correlation 
would  undoubtedly  appear. 

DISCUSSION 

The  results  obtained  in  the  investigation  of  the  three  groups  of 
samples  do  not  include  all  the  properties  which  may  have  a  bearing 
on  the  question.  A  preliminary  study  made  of  the  angle  of  repose 
indicated  that  it  is  much  greater  in  nonerosive  soil  in  a  saturated 
condition  than  in  an  easily  eroded  soil.  It  is  possible  that  the  plas- 
ticity number  would  be  more  significant  than  the  lower  liquid  Hmit. 
The  percolation  rates,  if  available,  would  doubtless  be  of  value. 

The  quantity  of  organic  matter,  the  silica-sesquioxide  ratio,  and 
the  totd  exchangeable  bases  all  have  some  bearing  on  the  erosional 
behavior  of  soils.  A  complete  picture  would,  doubtless,  require  the 
determination  of  these  quantities.  On  the  other  hand,  some  of  the 
properties  actually  determined  seem  to  have  little  bearing  on  the 
question  at  issue.  The  maximum  water-holding  capacity,  the  lower 
hquid  limit,  and  the  properties  of  briquettes  at  maximum  density 
show  no  marked  differences  with  respect  to  erosive  and  nonerosive 
soils.  The  slaking-value  determination  may,  with  some  modification, 
be  of  distinct  value.  The  results  obtained  indicate  that  the  slaking 
value  increases  with  increase  in  the  quantity  of  colloid,  but  the 
indications  are  that,  other  things  being  equal,  the  slaking  value  will 
be  higher  for  a  nonerosive  soil.  This  is  illustrated  by  the  Iredell 
(No.  12)  and  Davidson  (No.  16)  soils  in  Table  3. 

None  of  the  chemical  properties  studied  have  been  found  useful 
in  differentiating  between  erosive  and  nonerosive  soils,  though 
undoubtedly  the  dispersivity  of  a  soil  is  influenced  by  the  quantity 
and  character  of  the  exchange  bases  present  and  the  silica-sesqui- 
oxide ratio  is  the  determining  influence  on  physical  properties. 

The  nonerosive  soils  reported  in  this  bulletin  have  all  developed 
under  conditions  of  high  annual  rainfall  (40  inches  or  more),  which 
indicates  a  low  silica-sesquioxide  ratio.  Kobinson  and  Holmes  {21) 
found  that  soil  colloids  having  a  ratio  less  than  1.85  were  from 
localities  having  40  or  more  inches  of  rainfall  annually. 

The  outstanding  characteristics  of  soils  which  make  possible  their 
differentiation  with  respect  to  erosion  seem  to  be  the  dispersion 
ratio,  the  ratio  of  colloid  to  moisture  equivalent,  and  the  erosion  ratio. 

The  dispersion  ratio  is  probably  the  most  valuable  single  criterion 
in  distinguishing  between  erosive  and  nonerosive  soils.     It  is  logical 

•  For  example,  the  Texas  experiment  was  started  in  1926,  when  the  rainfall  was  greater  than  in  any  other 
of  the  17  years  during  which  records  had  been  kept  at  the  Spur  station.  In  the  annual  report  of  the  Spur 
station  for  1926  the  condition  of  the  soil  at  the  beginning  of  the  experiment  is  described  as  follows:  "The 
soil  in  the  plots  at  the  beginning  of  this  test  was  in  an  abnormal  condition  for  the  following  reasons:  Some 
subsoil  was  mixed  unavoidably  with  the  surface  soil  when  the  ditches  were  dug  for  the  erection  of  the 
walls;  the  soil  was  packed  very  hard  by  men  walking  across  it  during  the  time  the  plant  was  under  con- 
struction; the  soil  in  spots  had  become  puddled." 


14 


TECHNICAL   BULLETIN    178,    U.    S.    DEPT.    OF   AGRICULTURE 


to  assume  that  soil  material  which  is  easily  brought  into  suspension 
is  more  readily  carried  away  by  run-off  water.  The  highest  disper- 
sion ratio  obtained  for  the  nonerosive  soils  was  15.1  (No.  10)  and  the 
lowest  for  the  erosive  soils  was  13.0  (No.  13).  It  is  probable  that  on 
the  basis  of  this  property  alone  soils  with  a  dispersion  ratio  of  less 
than  15  may  safely  be  classed  as  nonerosive.  The  method  of  making 
the  determination  may  unquestionably  be  improved.  During  the 
course  of  the  investigation  several  improvements  were  suggested,  but 
the  original  method  was  adhered  to  in  order  to  keep  determinations 
comparable. 

Ttxe  ratio  of  colloid  to  moisture  equivalent  is  also  an  important 
criterion  of  erosion.  The  nonerosive  soils  examined  have  all  shown 
a  high  ratio  (approximately  1.5  or  more),  and  no  erosive  soil  has 
shown  a  ratio  as  high  as  1.5.  However,  the  greatest  significance  of 
the  ratio  of  colloid  to  moisture  equivalent  is  in  its  relation  to  the 
erosion  ratio. 

The  erosion  ratio  is  even  more  significant  than  the  dispersion  ratio, 
because  it  involves  two  additional  factors  which  have  an  important 
bearing  on  erosion,  the  quantity  and  the  character  of  the  colloid. 
The  erosion  ratio  is  an  indication  of  the  erosiveness  of  soils  under 
similar  field  conditions.  It  does  not  necessarily  indicate  the  relative 
degree  of  erosion  of  soils  which  are  subject  to  different  conditions  of 
topography  and  climate,  particularly  temperature  and  quantity  and 
periodicity  of  rainfall.  This,  in  part,  accounts  for  the  lack  of  correla- 
tion between  the  erosion  ratio  and  the  extent  of  erosion  on  the  experi- 
ment-station soils. 

In  order  to  illustrate  more  clearly  the  variation  of  the  erosion  ratio 
for  the  soils  examined,  the  erosion  ratios  in  Tables  1,  3,  and  7,  are 
sho^vn  in  descending  numerical  order  in  Table  8. 

Table  8. — Erosion  ratio  summarized 


Sam- 

Son  type 

Depth 

Ero- 
sion 
ratio 

Sam- 

^1 

Soil  type 

Depth 

Ero- 
sion 
ratio 

3 

Memphis  silt  loam 

Inches 
120-216 

0-8 

0-16 

0-7 

0-6 

96-136 
24-36 

0-5 

8-28 
20-27 
72-96 

7-24 

0^ 

115.8 
65.2 
50.9 
37.4 
25.8 
24.8 
24.4 
24.2 
23.2 
22.8 
22.4 
22.3 
21.9 

13 

14 
5 
16 
10 
19 
11 
21 
18 
17 
8 
9 

Iredell  loam 

Inches 
5-10 

10-20 

16-72 
0-9 
0-20 

60+ 

20-40 
6-24 

36-60 
9-36 
0-12 

12-24 

15  7 

1 

do 

do 

Orangeburg  fine  sandy  loam. 
Davidson  clay  loam 

15.0 

4 

22 

Orangeburg  fine  sandy  loam. 
Shelby  loam.  .    . 

12.4 
12  2 

20 

7 

Cecil  fine  sandy  loam 

Orangeburg  fine  sandy  loam. 
Shelby  loam            .._ 

Aikin  silty  clay  loam 

Davidson  clay  loam 

8.7 
7.7 

24 

Aikin  silty  clay  loam 

Cecil  fine  sandy  loam 

Davidson  clay  loam 

6  9 

12 

Iredell  loam 

6  0 

2 

Memphis  silt  loam 

4  3 

15 

Iredell  loam. 

do 

3.7 

6 

Orangeburg  fine  sandy  loam. 
Shelby  loam. . 

Nipe  clay 

2.9 

23 

do 

2.2 

25 

MUes  clay  loam 

If  the  upper  limit  for  nonerosive  soils  is  arbitrarily  set  at  10,  the 
surface  horizon  of  the  Davidson  clay  loam  (No.  16)  is  the  only  non- 
erosive soil  which  does  not  come  within  this  limit.  If  the  limit  is 
made  higher,  the  Orangeburg  fine  sandy  loam  subsoil  (No.  5)  will  be 
included.  This  material  is  probably  relatively  resistant  to  erosion, 
the  difficulty  being  caused  by  the  ready  washing  out  of  the  sandy 
substratum  (No.  6),  which  causes  the  heavier-textured  layers  above 
to  cave  in.  However,  until  more  data  are  available  it  seems  advisable 
to  set  the  Hmit  for  the  erosion  ratio  at  10  for  nonerosive  soils. 


PROPERTIES    OF   SOILS   WHICH    INFLUENCE    SOIL   EROSION       15 

From  these  data  it  is  clear  that  soils  may  readily  be  classified  as 
erosive  or  nonerosive  when  they  differ  widely  in  their  erosion  ratios  as 
herein  defined.  However,  whether  within  narrow  limits  of  difference 
the  ratio  is  sufficiently  distinctive  to  place  soils  in  exact  relative  order 
of  erosiveness  is  not  wholly  certain.  The  number  of  samples  which 
have  been  examined  was  necessarily  Hmited,  owing  to  the  difficulty 
of  obtaining  samples  whose  erosional  characteristics  were  known. 
As  the  number  of  erosion  experiments  is  increased,  however,  it  will  be 
possible '  to  obtain  more  exact  data  on  the  field  behavior  of  soils 
which  are  necessary  for  a  proper  comparison  with  the  data  obtained 
in  the  laboratory. 

SUMMARY 

A  study  of  the  physical  and  chemical  properties  of  three  erosive 
and  three  nonerosive  soil  types  is  presented.  The  properties  having 
the  greatest  influence  on  soil  erosion  are  indicated  by  the  dispersion 
ratio,  the  ratio  of  colloid  to  moisture  equivalent,  the  erosion  ratio, 
and  the  silica-sesquioxide  ratio.  Limiting  values  of  these  ratios  are 
tentatively  suggested  for  distinguishing  erosive  from  nonerosive  soils. 

Determinations  made  on  samples  of  soil  from  three  erosion  experi- 
ment stations  are  compared  with  the  erosion  and  run-off  data. 

LITERATURE  CITED 

(1)  Anderson,  M.  S. 

1924.  THE  HEAT  OP  WETTING  OF  SOIL  COLLOIDS.     JouF.  AgF.  Research  28: 
927-935. 

(2)  and  Mattson,  S. 

1926.    PROPERTIES  of  THE  COLLOIDAL  SOIL  MATERIAL.       U.  S.   Dept.   AgF, 

Bul.  1452,  47  p.,  iUus. 

(3)  Atterberg,  a. 

1911.  DIE  PLASTiziTAT  DER  TONE.     Intematl.  Mitt.  Bodenk.  1:  10-43, 
illus. 

(4)  Bennett,  H.  H. 

1926.  some  comparisons  of  the  properties  of  humid-tropical  and 

humid-temperate    AMERICAN    SOILS,    WITH    SPECIAL    REFERENCE 
TO     INDICATED     RELATIONS     BETWEEN      CHEMICAL     COMPOSITION 

AND  PHYSICAL  PROPERTIES.     Soil  Sci.  21:  349-375,  illus. 


(5) 

(6) 


1926.  AGRICULTURE  IN  CENTRAL  AMERICA.     Ann.  Assoc.  Amer.  Geogr. 
16:  63-84. 


1928.    THE    GEOGRAPHICAL   RELATION   OF   SOIL  EROSION   TO   LAND   PRODUC- 
TIVITY.    Geogr.  Rev.  18:  579-605. 

(7)  and  Allison,  R.  V. 

1928.  THE  soils  of  CUBA.     410  p.,  illus.     Washington,  D.  C. 

(8)  and  Chapline,  W.  R. 

1928.  SOIL  erosion  a  national  menace.     U.  S.  Dept.  Agr.  Circ.  33, 

36  p.,  illus. 

(9)  Boyd,  J.  R. 

1922.  physical    properties    of    subgrade    materials.     Amer.    See. 

Testing  Materials  Proc.  22  (Pt.  II) :  337-355,  illus. 

(10)  Dickson,  R.  E. 

1929.  the  results  and  significance  op  the  spur  (texas)   run-off 

AND     EROSION     EXPERIMENTS.       JOUF.      AmCF.      SoC.     AgFOn.     21: 

415-422. 

(11)  DuLET,  F.  L.,  and  Miller,  M.  F. 

1923.  EROSION    AND    SURFACE    RUN-OFF    UNDER    DIFFERENT    SOIL    CONDI- 

TIONS.    MissouFi  AgF.  Expt.  Sta.  ReseaFch  Bul.  63,  50  p.,  illus. 

(12)  GiLE,  P.  L.,  MiDDLETON,  H.  E.,  RoBiNSON,  W.  O.,  Fry,  W.  H.,  and  Ander- 

son, M.  S. 

1924.  ESTIMATION    OF    COLLOIDAL    MATERIALS    IN    SOILS    BY    ADSORPTION. 

U.  S.  Dept.  AgF.  Bul.  1193,  42  p. 


16      TECHNICAL  BULLETIN    178,   U.   S.   DEPT.   OF   AGRICULTURE 

(13)  HiLGABD,  E.  W. 

1921.  SOILS,    THEIR    FORMATION,    PROPERTIES,    COMPOSITION,     AND    RELA- 

TIONS TO  CLIMATE  AND  PLANT  GROWTH  IN  THE   HUMID   AND   ARID 

REGIONS.     593  p.,  illus.     New  York  and  London. 

(14)  HiLLEBRAND,  W.  F. 

1919.  THE    ANALYSIS    OP   SILICATE    AND    CARBONATE    ROCKS.       U.    S.    Gcol. 

Survey  Bui.  700,  285  p.,  Ulus. 
(16)   McGee,  W.  J. 

1911.  SOIL  EROSION.     U.  S.  Dept.  Agr.,  Bur.  Soils  Bui.  71,  60  p.,  illus. 

(16)  MiDDLETON,  H.  E. 

1920.  THE     MOISTURE     EQUIVALENT     IN     RELATION    TO    THE     MECHANICAL 

ANALYSIS  OP  SOILS.     Soil  Sci.  9:  159-167,  illus. 

(17)  

1924.    FACTORS    INFLUENCING    THE    BINDING    POWER    OP    SOIL    COLLOIDS. 

Jour.  Agr.  Research  28:  499-513,  illus. 

(18)  National  Conservation  Commission. 

1909.  report  op  the  national  conservation  commission,  february, 
1909  ...  3  v.,  iUus.     (U.  S.  60th  Cong.,  2d  sess.,  S.  Doc.  676.) 

(19)  NovXk,  V. 

1927.    CONCLUSIONS  OF  THE  FIRST  COMMISSION  MEETING  AT  ROTHAMSTED- 

HARPENDEN     1926.     Intematl.     Soc.     Soil     Sci.     16    p.     Brno, 
Czechoslovakia.     [In  English,  French,  and  German.] 

(20)  Robinson,  W.  O. 

1922.  THE  ABSORPTION  OP  WATER  BY  SOIL  COLLOIDS.       JoUF.  PhvS.  Chem. 

26:  647-653. 

(21)  and  Holmes,  R.  S. 

1924.    THE   CHEMICAL   COMPOSITION  OF  SOIL  COLLOIDS.       U.  S.   Dcpt.   AgT. 

Bui.  1311,  42  p. 


O.  S.  COVERNMENT  PRIRTIR6  OFFICE:  1930 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  C.     -     -     -     -     Price  5  cents 


Technical  Bulletin  No.  177 


March,  1930 


COMMERCIAL  IRRIGATION 
COMPANIES 


BY 


WELLS  A.  HUTCHINS 

Irrigation  Economist^  Division  of  Agricultural  Engineering 
Bureau  of  Public  Roads 


United  States  Department  of  Agriculture,  Washington,  D.  C. 


For  sale  by  the  Superintendent  of  Documents,  Washington,  D.  C.        --- Price  10  cents 


Technical  Bulletin  No.  177 


March,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


COMMERCIAL  IRRIGATION  COMPANIES^ 

By  Weuls  a   Hutchins 

Irrigation  Economist,  Dimsion  of  Ac/rictdtural  Engineering,  Bureau  of 

Puhlic  Roads 


CONTENTS 


PaffO 

Introduction - 1 

Conclusions  as  to  present  usefulness  of  com- 
mercial companies 2 

As  a  means  of  irrigation  development. ..  2 
As  a  permanent  irrigation-utility  invest- 
ment  - ---  3 

As  a  means  of  best  serving  the  interests  of 

water  users 4 

Classification  of  commercial  companies 5 

Construction  or  development  companies,  5 

Private-contract  companies .--  5 

Public-utility  companies 6 

Contribution  of  commercial  enterprises  to 

irrigation  development 6 

Why  commercial-company  investments  have 

been  generally  unprofitable 6 

Construction  or  development  companies.  7 

Private-contract  companies 8 

Public-utility  companies 9 

Internal  features  of  commercial  companies..  15 

Character  of  organization 15 

Securities .-.  15 


Page 
Internal  features  of  commercial  companies — 
Continued. 

Water  rights 16 

Q  ualiflcations  of  consumers 17 

Rights  of  consumers  upon  transfer  of  util- 
ity properties 18 

Water  charges  and  collections.. 18 

Management 22 

Public  regulation  of  irrigation  utilities. 23 

Power  of  State  to  regulate 23 

Companies  subject  to  regulation 23 

Regulating  agencies 25 

Proceedings 25 

Rates 25 

Service 31 

Security  issues  and  construction 33 

Accounting 34 

What    public    regulation    has    accom- 
plished  34 

Appendix 36 

Literature  cited 39 


INTRODUCTION 

The  commercial  irrigation  company  is  an  organization  designed  to 
construct  and  operate  irrigation  works  for  the  profit  of  persons  who 
build  the  works  and  retain  temporary  or  permanent  ownership.  It 
thus  differs  essentially  from  the  mutual  irrigation  company  and 
the  irrigation  district,  which  are  nonprofit  community  enterprises. 

Commercial  irrigation  companies  in  1919,  according  to  the  Four- 
teenth Census,  were  irrigating  1,822,001  acres  and  reported  a  total 
capital  investment  of  $85,735,470.  Commercial  companies  for  years, 
however,  have  been  giving  place  to  community  organizations,  im- 
portant transfers  having  taken  place  since  1919.  In  view  of  this, 
the  present  study  was  undertaken  to  determine  (1)  whether  the  com- 


^  Prepared   under   the    direction    of   W. 
Agrricultural  Engineering. 

94459—30 1 


W.    McLaughlin,    Associate    Chief,    Division    of 


2  TECHNICAL  BULLETIN    17  7,   U.   S.   DEPT.   OF   AGEICULTURE 

mercial  company  is  useful  mainly  as  a  phase  in  the  development  of 
community  enterprises,  and  what  promise,  if  any,  it  still  holds  as  a 
permanent  operating  organization,  and  (2)  the  influence  upon  its 
usefulness  of  public  regulation,  which  is  mainly  a  development  of 
the  past  15  years.  Whatever  part  the  commercial  company  may 
play  in  future  development  of  new  irrigation  projects,  it  unquestion- 
ably represents  at  the  present  time  a  considerable  investment  and 
is  the  means  of  serving  many  water  users.  This  connection  presents 
some  serious  problems  in  administration  and  public  regulation  upon 
which  it  is  hoped  the  discussion  in  this  bulletin  may  throw  light. 

Data  were  secured  for  this  study  from  some  40  projects,  13  of 
which  are  located  in  California  and  the  others  scattered  throughout 
the  West,  mainly  by  visits  to  company  headquarters  and  in  some 
cases  from  records  of  State  commissions;  in  addition,  a  considerable 
amount  of  detached  information  was  obtained  from  various  sources 
concerning  many  other  enterprises.  Of  these  40  projects,  1  suffered 
disaster  to  its  irrigation  wDrks  which  has  not  been  repaired,  5  have 
recently  been  acquired  by  the  water  users,  and  34  are  being  operated 
by  commercial  companies. 

Commercial  irrigation  companies  are  to  be  sharply  distinguished 
from  domestic-water  companies,  of  which  there  are  many  in  the 
United  States.  The  two  groups  are  on  entirely  different  economic 
footings,  and  the  comments  and  conclusions  presented  in  this  bulletin 
as  to  the  character,  usefulness,  and  financial  returns  of  commercial 
companies  furnishing  water  for  irrigation  are  not  intended  to  apply 
to  those  furnishing  water  to  municipalities  for  domestic  and  indus- 
trial purposes. 

CONCLUSIONS  AS  TO  PRESENT  USEFULNESS  OF 
COMMERCIAL  COMPANIES 

AS  A  MEANS  OF  IRRIGATION  DEVELOPMENT 

The  commercial  company's  chief  value  in  irrigation  development 
is  in  combined  land  and  irrigation  enterprises.  It  is  not  a  medium 
for  acquiring  large  profits  and  is  best  adapted  to  projects  which 
depend  for  profits  primarily  upon  the  increment  in  land  values  re- 
sulting from  irrigation  and  in  which  selling  prices  to  settlers  are 
placed  low  enough  to  encourage  individual  success.  When  the  need 
for  new  development  again  arises  and  land-settlement  conditions 
improve,  sound  projects  of  this  type  may  offer  reasonable  profits  to 
speculative  capital,  with,  of  course,  the  risk  incident  to  any  new 
enterprise. 

Capital  stock  of  commercial  companies  is  on  the  whole  the  only 
suitable  means  of  financing  new  irrigation  construction  privately. 
Bonds  are  not  suitable,  for  their  value  depends  wholly  upon  future 
settlement  and  improvement  of  lands  at  a  fairly  rapid  rate,  and 
they  are,  therefore,  speculative  rather  than  income-producing  in- 
vestments. Capital  stock,  however,  taken  by  a  group  of  individuals 
familiar  with  the  situation  and  prepared  to  take  either  substantial 
profits  or  heavy  losses,  purports  to  represent  nothing  else  than 
speculative  ownership  and  consequently  offers  a  more  legitimate 
means  of  attracting  capital  for  new  development. 


COMMERCIAL   IRRIGATIOlSr    COMPANIES  6 

The  commercial  company  is  not  so  well  adapted  as.  the  irrigation 
district  to  financing  extensions,  improvements,  or  increase  of  water 
suppl}^  of  an  established  irrigation  community. 

AS  A  PERMANENT  IRRIGATION  UTILITY  INVESTMENT 

IN   GENERAL 

Experience  under  public-utility  regulation  has  shown  rather  con- 
clusively that  so  far  as  the  present  and  immediate  future  are  con- 
cerned, standards  used  in  fixing  rates  of  domestic  water,  power,  and 
gas  utilities  can  not  be  applied  unqualifiedly  to  irrigation  companies. 
The  income  of  an  irrigation  utility  is  more  closely  identified  with 
the  occupational  industry  of  the  average  consumer  than  is  the  case 
with  other  utilities.  The  quantity  of  irrigation  water  used  by  a 
farmer  largely  governs  the  volume  of  crop  production;  hence  the 
value  of  irrigation-utility  service  to  the  farmer  depends  more  upon 
his  profits  and  losses  than  the  value  of  service  to  consumers  of  other 
utilities  depends  upon  their  profits  and  losses,  and  consequently  the 
irrigation-utility  income  is  more  subject  to  violent  depressions.  The 
irrigation-utility  income,  furthermore,  owing  to  larger  payments 
from  individuals  and  greater  difficulty  in  taking  on  substitute  con- 
sumers, suffers  more  when  consumers  discontinue  service.  An  irri- 
gation company  is  ordinarily  more  affected  by  competition  from  in- 
dividuals and  can  not  always  claim  a  monopoly.  Finally,  the  wel- 
fare of  the  irrigation  utility  is  based  upon  a  hazardous  industry 
which  for  some  years  past  has  not  expanded  in  step  with  many  urban 
pursuits  upon  which  the  growth  of  other  utilities  depends. 

For  these  reasons  investors  in  irrigation-utility  stocks  have  not 
been  receiving  the  T  or  8  per  cent  return  on  valuation  set  as  the 
standard  in  many  rate-fixing  cases  and  can  neither  expect  to  receive 
it  nor  substantiate  a  claim  that  a  much  lower  return  is  necessarily 
confiscatory,  so  long  as  the  present  agricultural  situation  persists. 
Even  under  very  favorable  circumstances  an  annual  return  of  8  per 
cent  is  difficult  to  secure  from  an  irrigation  project ;  hence  the  added 
difficulty,  where  farmers  are  receiving  3  per  cent  on  their  own  farm 
investments  may  be  readily  appreciated.  In  reporting  on  2,593  irri- 
gated farms  investigated  in  1924  Teele  (9)^  shows  that  an  average 
of  $594  was  available  from  farm  income  for  payment  of  interest  on 
debts  and  for  reduction  of  indebtedness,  or  3.55  per  cent  of  the  total 
farm  value.  Of  this  the  amount  available  for  reduction  of  indebted- 
ness was  $300,  or  2.46  per  cent  of  the  farmer's  net  investment  after 
deducting  indebtedness.  Out  of  this  return  must  come  capital  irri- 
gation charges,  such  as  profit  to  irrigation-utility  owners. 

The  practical  result  of  this  situation  is  that  utility  owners  in  a 
number  of  cases  have  endeavored  to  dispose  of  their  irrigation  sys- 
tems to  the  water  users,  and  failing  this,  have  instituted  drastic 
operation  economies. 

OWNERSHIP  ADVANTAGES  IN  SPECIAL  CASES 

Advantages  of  irrigation-utility  ownership,  other  than  that  of 
earning  a  fair  return  upon  capital  invested  in  irrigation  works. 

'Italic  numbers  in  parentheses  refer  to  Literature  Cited,  page  39. 


U.    S.   DEPT.    OF   AGRICULTURE 

tend  in  exceptional  cases  to  offset  operation  deficits.    Several  exam- 
ples follow : 

(1)  Assurance  of  water  supply  for  large  tracts  of  land,  or  develop- 
ment of  additional  supplies.  This  has  actuated  acquisition  or  con- 
tinued possession  of  otherwise  clearly  losing  enterprises,  particularly 
where  40  to  50  per  cent  of  irrigable  land  belonged  to  one  concern 
not  willing  to  risk  its  fortunes  in  a  community  organization.  Earn- 
ings from  land  are  being  made  to  comi>ensate  for  lack  of  irrigation 
profits  in  several  such  cases. 

(2)  Improvement  of  service  to  land  close  to  a  city  and  development 
of  back  country  to  augment  the  labor  supply  for  a  large  stock-raising 
industry. 

(3)  Protection  of  water  rights  from  encroachment  by  hostile  own- 
ers. This  was  an  important  reason  for  the  purchase  of  the  Northern 
Colorado  Irrigation  Co.  system  by  the  city  of  Denver. 

(4)  Protection  of  a  sugar  company's  interests  by  assuring  an  ade- 
quate acreage  in  sugar  beets  and  discouraging  competitors  from  en- 
tering the  territory. 

(5)  Settlement  of  conflicting  local  interests.  Several  years  ago  a 
group  of  interests  in  southern  California  about  to  take  over  their 
carrier  canal  voluntarily  assumed  a  public-utility  status.  They  were 
suspicious  of  each  other  at  that  time  and  would  not  organize  as  a 
mutual  company  but  were  willing  to  trust  the  matter  of  rates  and 
service  to  the  railroad  commission. 

(6)  Combined  irrigation  and  power  development.  This  feature, 
however,  has  very  little  force  at  present,  in  view  of  the  tendency  of 
power  companies  to  sell  out  their  irrigation  business  and  to  coop- 
erate with  irrigation  districts.  Furthermore,  under  public-utility 
regulation,  irrigation  losses  can  not  be  saddled  upon  power  con- 
sumers, as  was  done  in  certain  instances  in  the  past.  The  situation 
differs  fundamentally  from  recoupment  of  public-service  losses 
through  a  purely  private  enterprise  such  as  a  land-development 
company. 

AS  A  MEANS  OF  BEST  SERVING  THE  INTEI?ESTS  OF  WATER  USERS 

During  an  agricultural  depression  water  users  may  be  individually 
better  off  under  a  utility  than  under  a  community  organization,  if 
they  can  convince  the  rate-fixing  commission  that  existing  charges 
are  higher  than  the  lands  can  stand.  Reduced  rates,  however,  will 
probably  mean  pooi'er  service.  Aside  from  this  doubtful  advantage, 
the  water  user  ordinarily  has  little  reason  to  prefer  the  public 
utility  to  the  district  or  mutual  company  from  the  standpoint  of 
operating  the  system  serving  him  or  improving  its  facilities,  provided 
he  chooses  the  directors  of  Jiis  community  enterprise  wisely  and  is 
willing  to  spend  the  money  necessary  to  hire  an  able  executive. 
With  equal  managerial  ability  and  authority,  an  irrigation  district 
can  be  operated  more  economically  than  a  utility,  because  of  its 
power  to  spread  charges  over  all  irrigable  areas  and  for  other  rea- 
sons discussed  herein,  and  is  therefore  more  desirable  from  the  rate- 
payer's standpoint.  District  and  mutual  company  charges,  further- 
more, include  amortization  of  the  cost  of  construction,  rather  than 
a  perpetual  profit  to  outsiders  on  capital  invested.     District  bond 


COMMERCIAL   IRRIGATION    COMPANIES  O 

markets  have  been  active  at  certain  periods  during  the  present  cen- 
tury, whereas  money  for  commercial  enterprises  has  been  increas- 
ingly difficult  to  obtain.  Consequently  the  possibility  of  financing 
needed  storage,  extension,  and  improvement  work  through  district 
bond  issues  has  been  a  most  important  inducement  to  water  users  to 
buy  commercial  systems  serving  them,  districts  being  preferred  to 
mutual  companies  primarily  because  of  their  better  bond  markets. 
In  view  of  these  conditions,  the  trend  from  commercial  to  district 
ownership  of  irrigation  works  has  been  marked,  especially  during  the 
past  12  to  15  years ;  and  with  the  district's  superiority  for  operation 
and  supplemental  development  purposes  established,  there  is  no 
apparent  reason  why  the  trend  should  not  continue. 

CLASSIFICATION  OF  COMMERCIAL  COMPANIES 

CONSTRUCTION  OR  DEVELOPMENT  COMPANIES 

Construction  or  development  companies  are  designed  for  con- 
struction of  irrigation  systems,  sale  of  so-called  "  water  rights  "^  at 
a  profit  and  retirement  from  business  upon  disposal  of  all  rights. 
They  have  often  been  promoted  in  connection  with  subdivision  and 
sale  of  land,  in  which  case  the  profit  is  expected  to  accrue  largely 
from  enhanced  value  of  land  due  to  irrigation,  rather  than  from  sale 
of  rights  to  the  use  of  water  alone.  The  two  methods  of  passing 
control  to  settlers  are:  (1)  Provision  in  contracts  that  when  the 
company  shall  have  sold  rights  equal  to  the  carrying  capacity  of  the 
canal  it  will  transfer  the  system  without  further  consideration  to 
the  water  users;  and  (2)  formation  of  a  mutual  irrigation  company 
prior  to  land  sales  and  transfer  of  stock  to  land  purchasers,  control 
automatically  passing  to  water  users  when  more  than  one-half  the 
acreage  has  been  sold. 

COMPARATIVE   FEATURES 

Temporary  life ;  expected  profits  from  initial  sales  of  "  water 
rights  "  or  of  land  and  rights ;  water  users  acquire  proportional  in- 
terests in  the  irrigation  system;  irrigation  rates  usually  not  subject 
to  public  regulation. 

PRIVATE-CONTRACT  COMPANIES 

These  companies  construct  irrigation  systems  and  sell  rights  to 
the  use  of  water  therefrom  to  land  purchasers  or  other  selected 
individuals  under  contracts  providing  for  perpetual  service  at  rates 
usually  limited  by  the  contracts  and  payable  whether  water  is  used 
or  not.  These  contracts  do  not  provide  for  assumption  of  ownership 
or  control  by  water  users. 

3  The  term  "  water  riglit  "  is  often  applied  loosely  in  connection  with  commorcial  com- 
panies. A  water  right,  strictly  speaking,  is  a  right  to  the  use  of  water,  either  originally 
acquired  by  appropriation  and  perfected  by  beneficial  use,  or  derived  through  ownership  of 
riparian  land.  If  ac(iuir('d  by  appropriation,  it  may  vest  in  the  company  making  the 
diversion  or  in  the  individual  to  whose  land  water  is  delivered,  depending  upon  the 
statutes  and  court  decisions  of  the  State  involved.  The  tern>  is  used  frequently,  how- 
ever, to  denote  the  water  user's  interest  in  the  irrigation  system  or  his  right  as  against 
the  company,  which  is  more  properly  a  right  to  the  continued  delivery  of  water  through 
that  system.  When  such  usage  is  intended  In  this  bulletin,  "  water  right  "  is  shown  for 
convenience  and  clarity  in  quotation  marks. 


6  TECHNICAL   BULLETIN    17  7,   U.    S.    DEPT.   OF   AGRICULTURE 


COMPARATIVE  FEATURES 


Permanent  life ;  expected  profits  from  initial  sales  of  "  water 
rights  "  or  of  land  and  rights  and  from  annual  rates ;  users  acquire 
no  interest  in  the  irrigation  system ;  rates  usually  not  subject  to  pub- 


lic regulation. 


PUBLIC-UTILITY   COMPANIES 


These  enterprises  devote  all  or  part  of  their  water  supply  to  pub- 
lic use,  "  holding  themselves  out  as  ready  and  willing  to  serve  all 
applicants  to  the  extent  of  the  available  supply.  Contracts  regard- 
ing rates  made  with  consumers  after  dedication  to  public  use  are 
subject  to  modification  by  the  State.  Consumers,  therefore,  may 
be  either  contract  holders  or  annual  renters  of  water  service. 


COMPARATIVE  FEATURES 


Permanent  life ;  expected  profits  from  annual  rates ;  users  acquire 
no  interest  in  the  system;  rates  subject  to  public  regulation. 

CONTRIBUTION  OF  COMMERCIAL  ENTERPRISES  TO 
IRRIGATION  DEVELOPMENT 

The  rapid  advances  in  large  irrigation  construction  in  the  seventy's 
and  eighty's  which  marked  a  sharp  departure  from  earlier  small- 
scale  individual  and  community  work,  were  financed  mainly  by  out- 
side capital  attracted  by  the  prospect  of  great  increases  in  land 
values,  resulting  from  irrigation  as  well  as  profits  from  sale  of  "  water 
rights."  Failure  in  so  many  of  these  ventures  to  induce  settlers  to 
buy  "  water  rights  "  compelled  recognition  of  the  absolute  inter- 
dependence of  land  and  water,  and  led  on  the  one  hand  to  passage 
of  the  Carey  Act  and  on  the  other  to  many  land-development  schemes 
in  which  irrigation  construction  has  been  necessary  but  often  more 
or  less  incidental.  In  the  meantime  other  systems  now  usually 
classed  as  public  utilities  were  being  developed,  in  some  cases  from 
very  small  beginnings,  for  the  purpose  of  obtaining  continuous 
profit  from  water  deliveries  to  customers  on  an  annual-rental  basis. 
From  this  commercial  irrigation  in  the  West  has  grown  a  large  num- 
ber of  settled  agricultural  communities,  of  which  many  now  own 
their  irrigation  systems  free  from  material  indebtedness,  others  have 
bonded  for  purchase  of  the  systems,  and  still  others  are  being  served 
by  commercial  enterprises.  The  number  of  older  commercial  enter- 
prises is  constantly  decreasing,  mainly  by  transfer  to  the  district 
form  of  organization,  and  few  new  ones  are  being  organized  except 
those  identified  with  land  subdivisions,  mostly  on  a  small  scale. 

WHY  COMMERCIAL-COMPANY  INVESTMENTS  HAVE  BEEN 
GENERALLY  UNPROFITABLE 

Commercial-irrigation  investments,  while  contributing  substan- 
tially to  the  agricultural  development  of  the  West,  have  been  so 
generally  unprofitable  to  investors  that  little  new  capital  has  been 
available  for  such  purposes  for  some  years  past.  Certain  causes  of 
trouble,  common  to  all  types  of  irrigation  organizations — commercial 
and  nonprofit  alike — are  as  follows :  Lack  of  complete  financing,  re- 


COMMERCIAL   IREIGATION    COMPANIES  / 

suiting  in  inefficient  works  and  contraction  or  loss  of  original  invest- 
ment ;  overcapitalization,  due  largely  to  high  promotion  costs,  faulty 
engineering,  and  extravagant  construction;  failure  of  water  supply 
to  measure  up  to  expectations;  poor  soils,  overoptimism  regarding 
crop  yields  and  prices,  and  inaccessibility  of  profitable  markets;  in- 
adequate colonization  of  irrigable  lands ;  disaster  to  irrigation  works, 
and  to  other  property  from  operation  of  works ;  high  capital  charges, 
in  some  cases  unavoidable  because  of  necessarily  expensive  character 
of  irrigation  works  and  roughness  of  country  traversed  by  canals; 
poor  management  and  extravagance  in  administration;  expensive 
litigation,  frequently  in  connection  with  water  rights;  and  heavy 
delinquencies  in  payment  of  water  charges  during  periods  of  agri- 
cultural depression. 

Some  troubles,  then,  resulted  from  mistakes  or  dishonesty  in 
original  financing  or  construction  of  systems,  whereas  others  arose 
in  connection  with  subsequent  operations.  While  often  disastrous 
to  the  particular  investments  involved,  these  troubles  alone  should 
not  weigh  heavily  against  commercial  developments,  especially  as 
many  of  them  grew  from  conditions  the  effect  of  which  is  being 
constantly  lessened  by  increasing  knowledge  and  experience.  On  the 
other  hand,  as  shown  below,  there  are  other  features  which  have  an 
important  bearing  upon  the  desirability  of  commercial  investments 
as  distinguished  from  community  irrigation  obligations,  and  there- 
fore call  for  special  consideration. 

CONSTRUCTION    OR    DEVELOPMENT    COMPANIES 

INABILITY  TO  INDUCE  LANDOWNERS  TO  BUY  "  WATER  RIGHTS  " 

Many  early  projects  failed  on  account  of  inability  to  induce  land- 
owners to  buy  "  water  rights."  Canals  were  built  by  promoters,  fre- 
quently with  borrowed  money,  to  serve  both  public  and  private  lands 
on  the  assumption  that  on  completion  of  construction  entrj^men  and 
owners  would  buy  "  water  rights  "  promptly.  Unfortunately  there 
was  no  way  of  compelling  them  to  do  so.  Consequentlv  lands  were 
often  acquired  by  speculators  who  refused  to  purchase  "  water 
rights  "  but  held  out  in  the  hope  of  selling  their  lands  to  others  at 
high  prices.  So  much  land  speculation  and  so  little  settlement  by 
bona  fide  farmers  meant  ruinous  delays  to  canal  promoters  in  meet- 
ing obligations,  with  the  result  that  creditors  often  had  to  foreclose 
and  in  turn  dispose  of  the  systems  on  the  best  terms  obtainable.  An 
insurance  company  that  had  made  several  such  loans  was  compelled  to 
take  over  six  canals  in  one  State,  two  of  which  it  is  still  operating 
through  subsidiary  companies  pending  final  disposal  of  all  contract 
rights,  the  original  investment  having  been  written  off  many  vears 
ago.  After  such  experiences  it  was  realized  that  prevention  of  this 
particular  trouble  rested  upon  securing  control  of  land  as  well  as 
water,  or  assurance  of  a  substantial  demand  for  water,  before  under- 
taking construction. 

DELAYS    IN    SELLING    IRRIGABLE    LANDS 

Acquisition  of  large  tracts  of  dry  land,  construction  of  irrigation 
works,  and  resale  of  subdivided  tracts  with  "  water  rights  "  attached 
has  been  the  program  followed  by  some  who  appreciated  the  need  of 


8  TECHNICAL  BULLETIN    17  7,    U.   S.    DEPT.   OF   AGRICULTURE 

identity  in  control  of  land  and  water.  Such  developments  have 
proved  profitable  when  colonization  proceeded  rapidly,  the  water 
supply  proved  ample,  irrigation  works  adequate,  soils  fertile,  and 
economic  conditions  such  that  settlers  were  able  to  make  their  pay- 
ments year  after  year.  They  have  been  disappointing  where  settle- 
ment was  slow  or  where  the  cost  to  settlers  was  so  high  as  to  result 
in  widespread  failures  and  abandonments.  Where  such  conditions 
are  general,  forfeiture  of  payments  already  made  by  settlers  on  land 
purchases  is  poor  solace  to  the  company.  New  people  must  be  ob- 
tained to  take  their  places,  and  this  is  made  more  difficult  by  the 
existence  of  numerous  abandoned  farmsteads.  Promoters  of  certain 
projects,  with  the  sole  idea  of  selling  land,  have  yielded  to  the  temp- 
tation to  build  irrigation  works  as  cheaply  as  possible,  trusting  to  be 
out  of  the  way  before  replacements  should  become  necessary.  Pro- 
tracted delays  in  selling  the  land  have  reduced  expected  profits  in  a 
number  of  undertakings  to  little  or  nothing.  In  attempting  to  avoid 
such  situations  neither  rapid  land  settlement  nor  favorable  economic 
conditions  can  be  assured,  but  certainly  it  is  advantageous  to  design 
such  projects  with  the  idea  of  success  to  the  settlers. 

INSUFFICIENT    OPERATION    CHARGES 

"  Water-right  "  contracts  offered  by  development  companies  usually 
provided  that  the  settler  pay,  in  addition  to  purchase-price  install- 
ments, an  annual  operation  and  maintenance  charge  while  the  com- 
pany operated  the  project.  To  attract  purchasers  this  charge  was 
often  made  very  small  on  the  assumption  that  the  project  would  soon 
be  sold  out  and  the  few  seasons'  operation  deficits  easily  absorbed. 
Delays  in  selling  "  water  rights  "  and  lands,  however,  led  to  heavy 
accumulations  of  annual  deficits  which  frequently  affected  profits 
seriously. 

PRIVATE-CONTRACT   COMPANIES 

Returns  on  investments  in  private-contract  companies  are  expected 
primarily  from  sale  of  "  water  rights "  or  of  land  with  '*  water 
rights  "  attached,  and  are,  therefore,  subject  to  much  the  same  haz- 
ards as  investments  in  development  companies.  Comments  made 
above,  particularly  on  delays  in  selling  irrigable  lands,  are  appli- 
cable here.  The  annual  operation  charge,  however,  requires  further 
discussion. 

INFLEXIBLE  CONTRACT  OPERATION  CHARGES 

An  added  margin  of  profit  is  anticipated  by  owners  of  contract 
companies  to  accrue  perpetually  from  the  annual  operation  or  serv- 
ice charge  exacted  from  "  water-right  "  purchasers ;  otherwise  there 
would  clearly  be  no  inducement  to  continue  indefinitely  in  the  irri- 
gation business  after  selling  all  "  water  rights."  This  annual  service 
charge,  to  fulfill  its  purposes,  should  be  high  enough  to  defray  op- 
eration and  maintenance  costs,  provide  for  replacement  of  worn-out 
or  obsolete  works,  and  yield  in  addition  a  reasonable  profit  to  the 
owners  of  the  system.  Actually  the  charge  w^as  often  set  at  $1  or 
$2  per  acre,  was  fixed  perpetually  by  contract,  and  was  therefore  un- 
alterable— with  certain  exceptions  not^d  under  "  Companies  subject 
to  regulation"  (p.  23)  without  consent  of  the  water  user. 


COMMERCIAL  lERIGATIOlSr    COMPANIES  9 

Time  has  developed  several  fatal  weaknesses  in  these  contract 
charges:  (1)  Predication  upon  economic  conditions  existing  when 
the  contracts  were  signed,  (2)  inclusion  of  little  or  no  margin  for 
protection  against  future  changes  in  economic  or  operating  condi- 
tions, and  (3)  inflexibility.  Consequently  such  contract  rates  have 
almost  invariably  proved  insufficient  in  the  face  of  increasing  op- 
eration costs,  and  the  owners  have  found  themselves  not  only  with- 
out their  annual  margin  of  profit,  but  on  the  contrary  compelled  to 
make  up  operation  deficits  themselves.  Transfer  of  most  of  such 
s^'^stems  to  the  water  users  has  inevitably  resulted — in  some  cases  at 
reasonable  compensation  and  in  others  as  a  gift,  depending  upon  the 
bargaining  position  of  the  parties. 

It  is  to  be  emphasized  that  this  condition  has  nothing  to  do  with 
the  ability  of  water  users  to  pay  the  contract  rate,  and  is  therefore 
to  be  sharply  distinguished  from  the  main  trouble  with  irrigation- 
utility  rates,  discussed  latef.  The  water  users  under  private-con- 
tract companies,  because  of  their  contractual  rates,  simply  hold  the 
whip  hand.  Determination  of  the  question  of  whether  a  given  com- 
pany is  a  private-contract  company  or  a  public  utility  is  conse- 
quently often  a  vital  matter  to  owners  and  water  users  alike. 

PUBLIC-UTILITY  COMPANIES 

Public-utility  irrigation  companies — called  for  convenience  "  irri- 
gation utilities  " — normally  derive  their  income  almost  entirely  from 
annual  rates  paid  by  water  users.  The  fact  that  owners  of  a  given 
utility  may  have  resources  connected  with  the  utility's  functions — 
such  as  earnings  from  operation  or  sale  of  irrigated  land — from 
which  deficits  incurred  in  operating  the  irrigation  system  may  be 
recouped,  is  simply  a  fortunate  combination  of  circumstances  that 
may  make  it  possible  or  even  desirable  to  continue  in  the  irrigation 
business  in  the  face  of  inadequate  irrigation  returns,  but  that  ordi- 
narily has  no  bearing  upon  irrigation  rates  fixed  by  a  public-utility 
commission.  Many  of  the  important  irrigation  utilities  have  no  such 
outside  resources.  Consequently  the  rate  question  is  vital  in  irriga- 
tion-utility finance,  and  is  in  fact  the  outstanding  question  facing 
these  companies  to-day. 

INSUFFICIENCY  OF  ANNUAL  RATES 

That  rates  of  irrigation  utilities  are  all  too  frequently  inadequate 
is  shown  by  Table  2  relating  to  California  companies,  which  comprise 
a  very  large  proportion  of  irrigation  utilities  in  the  West.  This 
table  is  presented  because  the  exact  figures  upon  which  it  is  based 
are  available  and  because  it  is  a  graphic  representation  of  the  general 
situation  in  which  irrigation  utilities  are  found  throughout  the 
West. 

The  table  shows  that  for  the  14  years  ended  with  1926  an  average 
of  28  companies  reporting  to  the  railroad  commission  showed  net 
incomes  aggregating  $424,734  per  annum  (averaging  $15,169  each), 
while  33  reported  net  losses  aggregating  $315,403  per  annum  (aver- 
aging $9,558  each).  That  the  companies  with  resources  other  than 
proceeds  from  sales  of  irrigation  water  fared  better,  on  the  whole, 
is  indicated  by  the  fact  that  the  ratio  of  average  irrigation  earnings 
94459—30 2 


10        TECHNICAL  BULLETIN    17  7,   U.   S.   DEPT.   OF   AGRICULTURE 

to  average  total  revenues  was  59  per  cent  for  companies  reporting 
net  incomes  and  78  per  cent  for  those  with  net  losses. 

The  most  significant  fact  brought  out  by  this  table  is  that  the  excess 
of  yearly  average  net  incomes  over  net  losses  for  all  companies — 
$109,331 — is  but  0.38  per  cent  of  the  total  nominal  capitalization  of 
all  companies.  Even  assuming  that  to  approximate  real  value  the 
aggregate  nominal  capitalization  should  be  cut  in  half,  which  would 
undoubtedly  be  a  much  too  drastic  reduction,  still  the  annual  net 
return  to  owners  of  California  irrigation  utilities,  considered  as  a 
whole,  would  average  for  these  14  years  less  than  1  per  cent  on  the 
value  of  their  investments. 

The  table  shows  further  that  not  over  five  companies  paid  divi- 
dends in  any  year.  Annual  dividends  averaged  3.82  per  cent  of  the 
capital  stock  of  companies  paying  them.  The  averages  have  been 
especially  low  during  the  past  six  years,  except  in  1923,  when  70  per 
cent  of  dividends  paid  was  derived  from  revenue  other  than  irri- 
gation sales. 

Complete  information  from  other  States  is  not  available,  but  data 
on  hand  show  the  situation  to  be  in  line  with  that  in  California. 
Of  the  commercial  companies  in  other  States  doing  primarily  an 
irrigation  business  which  were  studied  in  connection  with  this  proj- 
ect, very  few  were  found  to  be  actually  making  money  under  existing 
rates. 

WHY    BATES    ARE    INADEQUATE 

Existing  irrigation  rates  as  a  whole  not  only  fail  to  give  utility 
owners  a  6  to  8  per  cent  return,  but  in  some  cases  are  barely  suffi- 
cient to  provide  properly  for  operation  and  maintenance.  Why, 
then,  has  public-utility  regulation  not  corrected  this  condition? 
Mainly  for  three  reasons,  discussed  in  the  following  pages:  (1) 
With  some  companies  rate  increases  can  not  be  legally  forced  upon 
the  water  users,  (2)  with  others  increases  are  legally  and  economi- 
cally possible  but  inadvisable  for  psychological  reasons,  (3)  with 
still  others  increases  are  legally  possible  but  out  of  the  question 
economically. 

NO   AUTHORITY   TO    CHANGE    RATES 

In  several  States  there  is  no  statutory  authority  for  regulation  of 
irrigation  rates,  and  little  or  no  demand  for  it,  as  only  a  few  com- 
panies are  affected.  A  more  serious  matter  in  some  other  jurisdic- 
tions has  been  the  existence,  on  portions  of  utility  systems,  of  private- 
contract  rates  which  public  authority  is  powerless  to  disturb.  Such 
contracts  were  necessarily  entered  into  before  the  companies  devoted 
the  balance  of  their  water  supplies  to  public  use.  Lack  of  legal 
power  to  increase  these  contract  rates  deprives  the  company  of  a 
portion  of  the  income  to  which  it  would  otherwise  be  entitled. 
Much  friction  among  water  users  likewise  ensues  because  of  the 
apparent  discrimination  in  rates. 


COMMERCIAL   IRRIGATION    COMPANIES  11 


INCREASES    NOT   ADVISABLE 


Threatened  loss  of  custom  due  to  competition  from  individual 
pumping  plants  has  deterred  several  companies  from  asking  for 
needed  rate  raises.^  The  effect  of  this  condition  is  intensified  by 
the  tendency  of  so  many  prospective  pump  owners,  in  figuring  pump- 
ing costs,  to  overlook  interest  and  depreciation  on  the  plant  and  the 
inevitable  increase  in  operating  cost  when  extensive  pumping  over  a 
large  area  shall  have  lowered  the  underground  water  level. 

Other  reasons  in  this  category  for  not  seeking  or  allowing  higher 
rates  have  been:  (1)  Probable  retarding  effect  upon  disposal  of 
further  "  water  rights  " ;  (2)  shift  of  intending  settlers  to  neighbor- 
ing projects,  due  to  their  lower  water  charges;  (3)  increase  in  al- 
ready existing  friction  between  private-contract  holders  and  public- 
utility  users  on  the  same  system,  due  to  rate  differentials;  and  (4) 
antagonism  which  might  defeat  pending  negotiations  for  sale  of 
systems  to  water  users.  In  this  last  group  of  cases  the  owners' 
original  purposes  in  building  or  acquiring  the  systems  had  been  ac- 
complished, and  continuance  of  control  even  with  adequate  rate  levels 
was  no  longer  desired,  because  of  reorganizations  or  other  changes 
in  ownership  personnel  or  because  needed  storage  or  drainage  works 
could  be  more  successfully  financed  by  district  organizations. 


USERS    UNABLE   TO   PAY   HIGHER   RATES 


In  a  large  number  of  cases  inadequate  rates  are  due  to  inability 
of  users  to  pay  more  for  the  service  rendered  and  are  maintained  at 
such  levels  by  companies  or  utility  commissions  through  recognition 
of  the  fact  that  insistence  upon  higher  payments  would  threaten 
the  company's  main  source  of  income. 

WHAT   USERS    CAN   PAY 

A  study  was  undertaken  by  the  Department  of  Agriculture  in 
1924-25  to  determine  how  much  farmers  can  pay  for  water.  This 
study  covered  a  number  of  irrigation  projects  or  communities  reflect- 
ing the  principal  interests  in  western  agriculture  and  included  2,593 
farms  operated  by  their  owners.  The  results,  as  reported  by  Teele 
(P),  showed  that  the  average  net  return  over  expenditures  for  farm 
and  living  purposes  available  for  capital  irrigation  charges  (amor- 
tizing district  bonds,  buying  private-contract  rights,  or  paying  re- 
turns to  utility  owners)  was  $3.70  per  acre.  These  returns  varied 
widely  and  were  not  at  all  proportionate  to  outstanding  obligations 
for  "  water  rights." 

Table  1,  which  was  suggested  by  the  leaders  in  this  study,  shows 
the  construction  charge  which  will  be  amortized  under  the  terms  re- 
quired or  permitted  by  State  irrigation  district  laws,  based  upon  an 
annual  available  farm  income  of  $3.70  per  acre.  There  is  also  in- 
cluded a  comparison  of  charges  under  permissible  public-utility 
returns. 

*  This  led  the  California  Railroad  Commission  in  one  case  to  fix  a  rate  comparable  with 
the  cost  of  pumping  at  that  time,  which  was  lower  than  a  rate  based  upon  value  of  the 
system  would  have  been.      (4) 


12 


TECHNICAL   BULLETIN    17  7,   U.    S.    DEPT.    OF   AGRICULTURE 


Table  1. — Construction  charge  per  acre  on  which  available  farm  income  imll 
amortize  district  honds  or  pay  permissible  returns  to  public-utility  oivners 


Annual 

farm 

income 

Capital 
invested 
in  irriga- 
tion works, 
or  con- 
struction 
charge 

Term 

in  which 

district 

bonds 

bearing 

6  per  cent 

interest 

wiUbe 

amortized 

Maximum 
return  to 
public- 
utility 
owners  i 

Annual 
rate 

required  to 
provide 
return 

to  public- 
utility 
owners 
of  8  per 
cent  on 
capital 
invested 

Dollars 
per  acre 

3.70 

Dollars 
per  acre 
{        27 
36 
42 
47 
51 
54 
56 

Years 
10 
15 
20 
25 
30 
35 
40 

Per  cent 
8 
8 
8 

7.9 
7.3 
6.9 
6.6 

Dollars 
per  acre 
2.16 
2.88 
3.36 
3.76 
4.08 
4.32 
4.48 

1  8  per  cent  is  usually  the  maximum  permissible  return  upon  which  public-utility  rate  revisions  are  based 

Three  conclusions  may  be  drawn  from  Table  1 : 

(1)  The  limit  upon  valuation  of  irrigation  Avorks  for  rate-making 
purposes,  beyond  which  public-utility  owners  could  not  expect  to 
obtain  8  per  cent  under  average  conditions  prevailing  throughout 
these  projects  during  the  past  few  years,  was  well  under  $35  to  $50 
per  acre. 

(2)  A  net  return  of  $3.70  per  acre  per  annum  from  farm  opera- 
tions will  enable  water  users  on  a  project  capitalized  at  $55  an  acre 
to  buy  the  works  free  and  clear  in  periods  authorized  by  district 
law^s  of  some  States,  yet  will  not  enable  them  to  pay  the  annual  rate 
necessary  to  give  utility  owners  the  maximum  return  they  expect 
under  favorable  conditions. 

(3)  The  margin  available  for  capital  irrigation  charges  or  other 
purposes  under  present  conditions  is  very  narrow  on  many  projects 
and  therefore  materially  limits  the  value  of  service  to  the  utility 
consumer.  In  view  of  this,  a  variation  in  an  annual  public-utility 
rate  of  $1  or  $2  per  acre  is  sufficient  in  many  cases  to  measure  the 
diiference,  on  the  one  hand,  between  ability  and  lack  of  ability  of 
users  to  pay  and,  on  the  other,  between  satisfactory  and  unsatisfac- 
tory performance  from  the  utility  owner's  point  of  view.  Particu- 
larly is  this  true  since,  as  shown  below,  these  figures  are  based  on 
total  irrigable  areas  from  which  the  district,  but  not  necessarily  the 
utility,  can  count  on  revenue. 

ABILITY    TO   PAY    AS    AFFECTED    BY    CHARACTER    OF    ORGANIZATION 

Limitation  of  rate-paying  ability  by  the  narrow  margin  just  dis- 
cussed affects  utility  revenues  more  severely  than  those  of  districts 
or  mutual  companies  and  offers  an  explanation  as  to  why  nonprofit 
community  organizations  under  parallel  conditions  have  been  better 
able  to  withstand  the  postwar  agricultural  depression. 

The  average  irrigation  project  includes  areas  seldom  or  never 
irrigated  but  which  benefit  from  their  location  through  enhancement 
of  market  value  or  from  subirrigation  from  adjoining  lands.     An 


COMMERCIAL   IRRIGATION    COMPANIES  13 

irrigation  district  usually  includes  and  assesses  such  tracts,  but  a 
public  utility  can  not  force  them  to  contribute  revenue.  On  some 
utility  systems,  reasonably  capitalized  from  the  standpoint  of  po- 
tentially irrigable  lands  and  which  apparently  would  be  feasible  as 
districts,  the  value  of  service  to  lands  actually  irrigated  is  not  suf- 
ficient to  cover  the  entire  overhead.  The  result  is  that  rates  are 
necessarily  insufficient. 

Some  projects  include  areas  in  crops  requiring  water  only  in  dry 
years,  or  in  annual  crops  planted  only  when  markets  are  promising, 
with  resulting  fluctuations  in  demand  for  water.  Here,  again,  the 
public  utility  suffers  by  comparison  with  the  district  or  mutual  com- 
pany or  even  with  the  private-contract  company — which  is  entitled 
to  an  annual  payment  from  each  customer  regardless  of  whether 
water  is  used  or  not — inasmuch  as  the  utility  has  insufficient  recourse 
or  none  at  all  to  its  idle  noncontract  users.  Liens  against  contract 
lands  acquired  by  public  utilities  prior  to  commission  regulation 
have  been  left  undisturbed  by  State  commissions  in  some  rate-fixing 
cases,  but  usually  these  cover  only  part  of  the  lands  served  and  there- 
fore afford  only  partial  protection.  Stand-by  charges  furthermore 
(see  "  Public  regulation  of  irrigation  utilities,"  p.  23)  can  not  cover 
the  entire  range  of  expenses.  Consequently  losses  from  lack  of  de- 
mand must  be  (1)  anticipated  by  fixing  rates  estimated  to  be  ade- 
quate when  averaged  over  a  series  of  years;  or  (2)  included  in  sub- 
sequent years'  rates  and  paid  wholly  or  partly  by  these  occasional 
users;  or  (3)  absorbed  by  utility  owners.  Where  the  first  course 
is  feasible  the  utility  may  well  be  on  a  sound  basis,  but  the  difficulty 
in  so  many  actual  situations  is  that  higher  rates  necessary  to  cover 
lack  of  revenue  from  temporarily  idle  lands  are  found  impracti- 
cable w^hen  measured  by  ability  of  irrigated  lands  to  pay.  Increased 
rates  required  by  the  second  course  are  often  equally  impracticable, 
whether  applied  to  regularly  irrigated  lands  or  to  those  occasionally 
irrigated.  However,  crops  subject  to  extreme  fluctuations  in  price, 
such  as  rice,  are  capable  of  carrying  heavy  loads  in  some  years. ^ 
Revenue  losses  due  to  lack  of  demand  that  can  not  be  carried  by  ac- 
tual users  must  necessarily  be  written  off  by  the  utility. 

Temporary  shortages  of  water  cause  loss  of  revenue  which  can  be 
recouped  by  districts  and  mutual  companies  through  assessments 
upon  all  land  or  stock  and  against  which  private-contract  com- 
panies are  usually  protected  by  contract  provisions  for  prorating 
water.  Public  utilities  may  have  similar  provisions  in  contracts; 
but  these,  as  stated  above,  usually  apply  to  only  part  of  their  users. 
Recovery  of  these  losses  is  subject  to  much  the  same  difficulties  as 
those  outlined  in  the  preceding  paragraph;  in  other  words,  is  im- 
practicable where  higher  rates  would  exceed  the  value  of  service. 

Water  users  are  apt  to  be  very  antagonistic  toward  a  public-service 
corporation  representing  outside  capital — much  more  so  than  where 
stock  is  owned  locally.     They  dislike  to  pay  a  profit  to  outsiders, 

°  This  fact  led  the  Texas  Board  of  Water  Engineers  in  fixing  rates  of  a  rice  irrigation 
company  in  1919  to  include  6  per  cent  on  valuation  as  the  owners'  normal  return  and  an 
additional  7  per  cent  as  "  estimated  reasonable  profits  " — subject  to  modification  whenever 
necessary — in  order  to  compensate  the  owners  for  losses  in  other  years  due  to  reductions 
in  area  served,  (J.  E.  Broussard  et  al.  v.  The  Anahuac  Canal  Co.,  July  16,  1919.) 
Disaster  to  the  irrigation  system  in  question  prevented  a  thorough  test  of  this  set-up. 


14        TECHNICAL   BULLETIN    17  7,   U.    S.   DEPT.   OF   AGRICULTURE 

who  may  have  no  interest  in  local  matters  aside  from  making  money 
out  of  the  irrigation  system,  and  they  are  not  readily  convinced  of 
absence  of  profits.  With  a  heritage  of  bitterness  from  the  days 
when  water  disputes  often  meant  bloodshed,  real  or  fancied  griev- 
ances against  the  company  are  likely  to  be  perpetuated  and  to  result 
in  a  permanent  attitude  of  hostility.  The  practical  results  are  lack 
of  cooperation  from  users  in  paying  bills  promptly  and  in  elfecting 
operation  economies,  general  unpleasantness  in  administration,  the 
importance  of  which  is  not  to  be  minimized,  and  a  multiplicity  of 
damage  suits  which  in  the  aggregate  are  very  costly  to  the  company 
irrespective  of  outcome.^ 

This  expensive  hostility  toward  the  management  is,  on  the  whole, 
much  less  pronounced  in  community  enterprises. 

Other  advantages  of  the  district  over  the  utility  that  have  a  bearing 
upon  operation  costs  are  ability  to  obtain  cheaper  money ;  lower  cost 
of  financing ;  exemption  from  local  taxation,  which  is  granted  to  com- 
mercial companies  in  only  a  few  States  ;'^  possibility  of  correlating 
irrigation  and  drainage  activities  under  one  management;  and  amor- 
tization of  replacement  charges  after  they  become  necessary,  rather 
than  in  advance,  as  utility  consumers  are  required  to  do — a  point  of 
considerable  importance  to  a  project  in  course  of  development. 

The  fact  is  to  be  emphasized  that  these  several  causes,  while  often 
of  little  importance  in  individual  cases,  have  in  the  aggregate  mater- 
ially influenced  the  fortunes  of  irrigation  utilities. 

This  question  of  ability  of  users  to  pay,  which  is  the  crux  of 
the  irrigation-utility  situation,  may  be  summed  up  as  follows :  Irri- 
gation projects  are  capitalized  on  the  basis  of  potentially  irrigable 
lands;  incomes  of  irrigation  utilities  are  nevertheless  derived  from 
payments  by  actual  rather  than  potential  water  users,  because  of  the 
impracticability  of  holding  unirrigated  lands  liable;  deficits  due  to 
failure  of  irrigable  lands  to  take  water  must  therefore  be  written  off 
by  the  utility  or  provided  against  by  actual  users  of  water  to  the 
extent  of  the  value  of  service  to  them,  which  in  the  last  analysis  is 
measured  by  their  ability  to  pay  from  proceeds  of  farm  operations; 
the  margin  of  available  farm  income  for  some  years  past  has  been 
very  small;  irrigation-utility  owners  have  therefore  been  limited 
to  generally  unsatisfactory  profits  or  required  to  take  net  losses ;  and 
generally  adequate  irrigation-utility  rates  will  be  neither  possible  nor 
justified  until  such  marked  improvement  in  the  agricultural  economic 
situation  has  taken  place  that  available  income  from  actually  irri- 
gated farms  will  more  than  pay  capital  charges  on  all  lands  for  which 
service  is  made  available. 

«The  local  point  of  view  on  this  matter  may  be  illustrated  by  a  case  against  a 
California  irrigation  utility  in  which  the  jury,  after  watching  the  plaintifif's  attorney  dis- 
play on  a  blackboard  calculations  from  which  he  argued  that  judgment  should  be  given 
for  $1,700,  returned  a  verdict  for  over  $1,900. 

'  This  is  a  very  substantial  advantage.  Taxes  paid  by  the  California  companies  con- 
cerned in  Table  2  averaged  10  per  cent  of  total  operating  expenses  for  the  years  1913 
to  1926,  inclusive,  being  lowest,  with  7.7  per  cent,  in  1916,  and  increasing  with  con- 
siderable regularity  to  13.2  per  cent  in  1926. 


COMMERCIAL   IRRIGATION    COMPANIES  15 

INTERNAL  FEATURES  OF  COMMERCIAL  COMPANIES 

CHARACTER  OF  ORGANIZATION 

Commercial  companies  are  usually  incorporated,  for  reasons  com- 
mon to  many  industrial  enterprises — namely,  to  effect  a  business  or- 
ganization which  may  enter  into  contracts,  incur  obligations,  appear 
in  court,  and  hold  property  in  the  corporate  name  rather  than  by 
joining  all  individual  owners ;  to  limit  liability  of  owners ;  to  secure 
perpetual  succession;  to  compel  assent  of  disaffected  minorities  to 
expenditures  for  needed  improvements;  and  to  attract  capital  by 
issuance  of  stock  and  bonds.  However,  incorporation  is  not  essential, 
even  to  a  public-utility  status,  for  a  system  owned  solely  by  one 
person  is  classed  by  law  as  a  utility  if  it  performs  public-service 
functions. 

Commercial  enterprises  engaged  in  other  than  purely  irrigation 
service  are  frequently  organized  into  two  or  more  companies  under 
common  ownership.  For  example,  Kern  County  Canal  &  Water  Co., 
California,  which  holds  most  or  all  of  the  capital  stock  of  17  sub- 
sidiary irrigation  companies,  is  controlled  by  the  interests  owning 
Kern  County  Land  Co.,  which  in  turn  owns  a  very  large  percentage 
of  lands  served  by  the  combined  systems.  Associated  land  and  irri- 
gation enterprises  have  been  numerous.  Other  combinations  in- 
clude irrigation  and  livestock,  power,  or  packing  companies.  Segre- 
gation of  functions  under  different  companies  in  the  early  history 
of  a  development  paves  the  way  for  the  eventual  disentanglement  of 
physical  assets  and  accounts  that  accompanies  transfer  of  the  irri- 
gation system  to  water  users  or  submission  to  public-utility 
regulation. 

SECURITIES 

Capital  stock  of  commercial  irrigation  companies  represents  own- 
ership of  the  system  only,  and  not,  as  with  mutual  companies,  the 
right  to  receive  water.  A  majority  of  stock  of  a  commercial  com- 
pany is  sometimes  held  by  a  majority  of  water  users,  as  is  the  case 
with  Hagerman  Irrigation  Co.,  New  Mexico;  and  a  mutual  company 
may  acquire  public-utility  status  by  delivering  water  to  other  than 
stockholders  at  cost.  These,  however,  are  exceptional  phases.  Com- 
mercial-company stock  is  acquired  primarily  in  expectation  of  prof- 
its through  dividends  on  enhanced  market  values  or  to  obtain  control 
of  the  irrigation  system  for  some  specific  purpose.  Very  rarely, 
since  the  advent  of  public-utility  regulation,  do  consumers  acquire 
stock  to  obtain  special  privileges.  In  fact,  lower  rates  to  stock- 
holders have  been  specifically  denied  by  the  California  Railroad 
Commission  in  several  irrigation  cases  on  the  ground  that  they  con- 
stitute discrimination.  Such  advantages  as  priorities  in  water  serv- 
ice or  lower  annual  charges  are  now  due,  in  most  cases,  to  character 
of  water  rights  held  by  the  individual  or  to  private-contract  re- 
quirements which  may  be  coincident  with  stock  ownership  yet  not 
derived  through  it. 

Bonds  were  sold  extensively  to  finance  Carey  Act  and  private 
land  and  water  development,  especially  during  the  early  years  of 
the  present  century,  few  such  issues  being  sold  after  1913.     These 


16        TECHNICAL   BULLETIN    17  7,    U.    S.    DEPT.   OF   AGRICULTURE 

bonds  were  secured  by  first  mortgages  upon  all  irrigation  works 
to  be  constructed,  and  by  deposits  of  settlers'  purchase-money  con- 
tracts for  rights  to  water  delivery  or  for  lands  and  attached  rights. 
Deferred  payments  on  contracts  w^ere  secured  in  turn  by  first  liens 
upon  lands  or,  in  case  of  reclamation  of  public  lands,  upon  the 
settlers'  equity  therein.  For  reasons  given  above,  defaults  upon 
both  Carey  Act  and  private-company  bonds  were  heavy. 

Stocks,  bonds,  and  short-term  notes  have  all  been  issued  by  public- 
service  enterprises  to  finance  construction  work.  Extensions  of 
going  projects  to  reach  new  consumers  have  been  financed  by  new 
security  issues,  by  assessments  upon  outstanding  capital  stock,  and 
by  advances  from  consumers  in  the  form  of  "  water-right  "  con- 
tracts, prepayments  upon  rates,  or  outright  donations.  Indebtedness 
of  utilities  for  capital  expenditures  can  not  be  amortized  through 
normal  rates  paid  by  consumers;  therefore  maturing  bond  issues  or 
notes  must  be  refunded  by  new  obligations  or  paid  from  proceeds  of 
stock  assessments  or  sale  of  new  stock.  Seven  per  cent  cumulative 
preferred  stock  of  Sutter  Butte  Canal  Co.,  California,  was  exchanged 
at  par  several  years  ago  for  maturing  notes  bearing  8  per  cent 
interest.  The  principal  motive  in  choosing  preferred  stock  rather 
than  bonds  in  refunding  this  particular  indebtedness  was  to  provide 
a  more  elastic  financial  structure  than  would  have  been  possible  by 
issuing  all  interest-bearing  obligations  in  the  form  of  bonds,  inas- 
much as  a  large  refunding  bond  issue  was  arranged  for  at  the  same 
time. 

Bond  issues  of  a  small  number  of  irrigation  utilities  in  several 
States,  principally  California,  are  now  outstanding.  The  largest 
issue  of  a  utility  delivering  water  primarily  for  irrigation  purposes 
known  to  the  author  is  that  of  Sutter  Butte  Canal  Co.  In  that  case 
$945,000  of  61/2  per  cent  bonds  were  sold  at  various  times  during  the 
past  five  years  to  refund  earlier  bond  issues.  A  much  larger  issue  of 
another  California  company  sold  in  Europe  about  15  years  ago  was 
foreclosed  in  1927. 

Commercial  companies  borrow  money  for  operation  and  main- 
tenance purposes  on  short-term  not^s  as  a  matter  of  ordinary  business 
procedure. 

WATER  RIGHTS 

Water  rights  vest  in  the  consumers  in  some  States,  and  in  others 
may  vest  in  either  the  company  or  consumers,  depending  upon  the 
statutes  and  court  decisions  involved.  Where  the  title  actually  lies, 
as  indicated  under  "Water  charges  and  collections"  (p.  18),  has  a 
bearing  upon  remedies  against  delinquent  ratepayers,  and  further- 
more becomes  important  when  the  water  supply  is  insufficient  for  the 
needs  of  all  consumers.  That  is,  w^hen  water  is  scarce  and  consumers 
are  themselves  regarded  as  the  appropriators,  as  is  the  case,  for 
example,  in  Colorado,  any  priorities  among  them  must  be  respected. 
On  the  contrary,  if  the  company  is  the  appropriator,  consumers  are 
on  the  same  basis  regardless  of  date  of  their  first  service  by  the 
company,  and  the  water  supply  must  be  prorated  among  them  all. 


COMMERCIAL  IRRIGATION    COMPANIES  17 

Statutes  of  some  States®  provide  that  water  shall  be  prorated  in 
time  of  scarcity,  and  contracts  between  commercial  companies  and 
consumers  frequently  include  provisions  to  the  same  effect.  The 
effect  of  title  to  the  water  rights  upon  valuation  of  public-utility 
properties  for  rate-making  purposes  is  discussed  below  under 
''  Public  regulation  of  irrigation  utilities." 

Water  delivered  by  commercial  companies  is  appurtenant  to  land 
as  a  result  of  law  in  some  States  and  as  a  result  of  contracts  with 
consumers  in  some  others.  Appurtenance  is  a  decided  advantage 
to  a  company  which  disposes  of  rights  to  water  delivery  by  con- 
tract, in  protecting  its  future  market  for  sale  of  rights  against 
transfers  to  new  lands  from  lands  already  under  contract.  It  is 
also  advantageous  to  a  company  selling  lands  with  rights  to  water 
delivery  attached,  in  that  the  company  is  protected  against  alienation 
of  water  rights  from  lands  on  which  it  holds  mortgages  to  secure 
deferred  purchase  payments.  On  the  other  hand,  while  a  company 
in  some  States  could  legally  refuse  to  deliver  water  to  a  delinquent 
landowner  whose  water  right  is  appurtenant,  its  right  to  deliver  that 
particular  water  to  other  land  prior  to  forfeiture  of  the  delinquent's 
water  right  by  nonuse — and  hence  its  opportunity  to  secure  revenue 
therefrom — would  be  questionable. 

Water  rights  acquired  by  appropriation  entitle  the  user  to  divert 
definite  quantities  of  water,  the  maximum  being  set  by  law  in  some 
States.  Contracts  between  commercial  companies  and  users  almost 
invariably  provide  for  delivery  of  specific  quantities,  such  as  1  sec- 
ond-foot for  each  160  acres  throughout  the  irrigation  season  or,  in 
case  of  stored  water,  2  acre-feet  per  acre  per  annum,  with  the  usual 
provision  for  proportionate  reductions  in  case  of  shortage. 

QUALIFICATIONS  OF  CONSUMERS 

Irrigation  companies  which  do  not  dedicate  their  water  supply 
to  public  use  may  select  their  own  consumers  to  the  same  extent  that 
any  other  business  organization  may  select  individuals  with  whom  it 
will  make  private  contracts.  The  usual  prerequisites  to  service  in 
such  cases  are  purchase  of  a  perpetual  right  to  water  delivery  or 
purchase  of  land  with  contract  right  attached. 

Public-service  companies,  on  the  other  hand,  are  required  to  serve 
consumers  without  discrimination  and  without  imposition  of  un- 
reasonable restrictions,  to  the  extent  of  their  ability  and  capacity  of 
plant.  This  is  a  well-established  principle.^  Any  member  of  the 
public,  therefore,  who  desires  water  for  the  irrigation  of  land  lying 
within  reach  of  the  canal  system,  or  within  the  area  to  which  service 
has  been  dedicated,  is  entitled  to  service  upon  tender  of  established 
rates,  provided  the  water  is  physically  and  legally  available  for  his 
use.  Irrigation  utilities,  from  the  nature  of  their  industry,  may 
limit  service  to  particular  areas  of  land  or  be  required  by  regulatory 

8  For  example,  the  California  act  (1,  seo.  6,  p.  86)  states  that  "as  between  consumers 
who  have  been  voluntarily  admitted  to  participate  by  the  corporation  in  its  supply  of 
water  or  been  required  to  be  supplied  by  an  oi-der  of  the  railroad  commission,  in  times  of 
shortage  there  shall  be  no  prioritv  or-  preference,  and  such  corporation  in  times  of 
shortage  shall  be  required  to  apportion  such  supply  ratably  among  its  consumers. ' 

•For  details  see  Wiel  {IS,  sec.  1280,  footnote  5). 

94459—30 3 


18         TECHNICAL  BULLETIN    17  7,   U.   S.   DEPT.   OF  AGRICULTURE 

commissions  to  do  so,  in  view  of  the  fact  that  spreading  a  given 
supply  of  water  over  an  arela  larger  than  justified  by  local  water 
requirements  is  bound  to  impair  its  usefulness  to  that  extent. 

RIGHTS  OF  CONSUMERS  UPON  TRANSFER  OF  UTILITY  PROPERTIES 

The  irrigation  utility's  obligation  to  serve  the  public,  once  assumed, 
can  not  be  divested  by  transfer  of  the  irrigation  system  to  another 
public-service  company.  The  new  owner,  if  itself  a  public-utility 
company,  takes  the  property  impressed  with  the  same  duty  of  serv- 
ing all  persons  who  were  being  served  by,  or  who  could  have  re- 
quired service  from,  the  preceding  owner. 

An  irrigation  district,  upon  purchasing  utility  properties,  succeeds 
to  the  obligation  of  continuing  to  render  service  to  persons  already 
receiving  it,  whether  located  within  or  without  the  district  boundaries. 
Several  cases  support  this  principle.  A  point  raised  in  connection 
with  a  proposed  transfer  of  utility  properties  is  whether  a  district 
will  be  required  to  serve  persons  outside  the  district  boundaries  who 
at  the  time  of  the  transfer  had  not  demanded  and  were  not  receiving 
service  from  the  utility  but  were  entitled  to  it.  Apparently  the 
courts  have  not  yet  definitely  passed  on  this  point. 

Possible  "  dilution  "  of  utility  consumers'  water  supplies  on  trans- 
fer of  utility  properties  to  a  water-storage  district  covering  a  much 
larger  service  area,  with  plans  to  develop  additional  water  and  assess 
the  lands  considerably  more  than  they  had  been  paying  in  the  form 
of  public-utility  rates,  was  involved  in  a  recent  California  case. 
The  railroad  commission  in  approving  the  contract  of  sale  of  the 
irrigation  system  refused  to  pass  upon  a  suggested  allocation  of  the 
utility  water  to  lands  theretofore  served  by  the  utility  or  upon 
reasonableness  of  the  price  which  the  district  had  agreed  to  pay. 
The  ground  for  this  action  was  that  affairs  of  the  district,  includ- 
ing determinations  of  feasibility,  were  covered  solely  by  the  storage 
district  law  and  were  the  concern  of  the  State  engineer  and  the  land- 
owners, the  railroad  conunission's  only  concern  being  to  safeguard 
the  interests  of  those  former  consumers  located  outside  the  district 
boundaries.     The  commission's  action  was  upheld  by  the  court.^® 

WATER  CHARGES  AND  COLLECTIONS 

BONUS  OR  INITIAL  CHARGE  FOR  PUBLIC-UTILITY  "  WATER  RIGHT  " 

The  widespread  practice  among  irrigation  companies  of  exacting 
a  bonus  as  a  condition  precedent  to  obtaining  water,  which,  however, 
conveyed  to  the  purchaser  no  interest  in  the  physical  works,  was 
prohibited  in  1879  by  the  Colorado  Legislature  and  later  by  that  of 
Idaho  and  was  declared  illegal  by  the  California  Railroad  Com- 
mission after  an  extended  review  of  more  or  less  conflicting  court  deci- 
sions (3),  In  some  States  there  are  no  statutes  prohibiting  the  prac- 
tice and  no  court  or  utility-commission  decisions  holding  it  illegal, 
and  on  certain  projects  it  is  still  being  done.  Obviously  the  illegality 
of  the  practice  (where  it  is  illegal)  applies  only  to  contracts  made  by 
public-servica  companies  and  not  to  essentially  private-contracts  for 
sale  of  "  water  rights  "  entitling  purchasers  to  share  eventually  in 
proportionate  ownership  of  the  irrigation  works. 

»  Baldwin  et  al.  v.  Railroad  Commission  of  California,  77  Calif.  Dec.  889,  275  P.  425. 


COMMERCIAL  IRRIGATION-   COMPANIES  19 

Fundamental  objections  to  the  bonus  have  been : 

It  is  a  charge  for  service  over  and  above  the  "  reasonable  rate  " 
which  a  utility  is  entitled  to  receive  from  the  public  it  is  required 
to  serve. 

It  often  purported  to  be  only  a  charge  for  a  "  water  right."  In 
jurisdictions  in  which  the  real  water  right  vests  in  the  user  rather 
than  the  carrier,  and  is  perfected  by  applying  water  to  beneficial 
use,  the  charge  was  therefore  for  something  to  which  the  company 
had  no  claim  and  hence  could  not  sell. 

It  frequently  covered  much  or  all  of  the  first  construction  cost. 
Hence,  as  the  company  retained  title  to  the  irrigation  works,  con- 
sumers were  often  placed  under  an  unfairly  heavy  burden,  which 
would  have  been  even  more  serious  if  after  paying  the  entire  cost 
they  had  been  required  to  pay  further,  in  the  form  of  annual  rates, 
a  return  on  the  value  of  the  system.  In  adtual  practice,  hoAvever, 
this  has  not  been  altogether  the  case.  Bonus  payments  went  far 
toward  reimbursing  original  builders  of  some  systems,  but  in  the 
long  run  have  represented  only  a  small  part  of  capital  expenditures 
on  others.  Therefore,  in  many  instances  they  may  be  considered 
in  much  the  same  light  as  those  donations  which  other  development 
enterprises  have  been  allowed  by  commissions  and  courts  to  capitalize 
and  without  which  the  developments  might  not  have  taken  place. 
Furthermore,  earnings  of  public-utility  irrigation  companies  on  the 
whole  have  not  been  such  as  to  include  excessive  profits  on  these 
bonus  payments. 

It  has  undoubtedly  complicated  subsequent  public-utility  regula- 
tion. A  number  of  companies  have  charged  different  amounts  to 
different  users — for  example,  in  the  case  of  Dawson  County  Irriga- 
tion Co.,  Nebraska,  first  $5  per  acre,  then  $3.50,  $8,  and  finally  $10 
per  acre — these  amounts  usually  increasing  with  added  construction 
costs.  In  other  cases  declaration  of  illegality  of  the  practice  has 
led  to  service  to  later  consumers  who  paid  no  bonuses.  These  real 
or  fancied  discriminations  tend  to  promote  discord  among  consumers 
and  have  led  to  setting  up  of  rate  differentials  in  order  to  equalize 
the  burden.  The  case  of  Sutter  Butte  Canal  Co.  is  in  point.  Con- 
tracts outstanding  in  1918  which  had  carried  initial  payments  rang- 
ing from  $5  to  $10  per  acre  required  some  users  to  pay  an  annual 
charge  of  $1  and  others  $2  per  acre.  The  railroad  commission  in 
that  year  fixed  an  annual  rate  of  $2  per  acre  for  all  contract  lands 
and  authorized  noncontract  applicants  to  secure  water  for  $2.50  per 
acre,  or  for  $2  if  they  chose  to  pay  an  initial  charge  of  $10  per 
acre,  which  few  or  none  of  them  did.  After  subsequent  revisions 
the  commission  in  1924  abolished  the  rate  differential  between  con- 
tract and  noncontract  users,  the  company,  however,  still  retaining 
liens  under  the  original  contracts  for  the  minimum  annual  charge 
per  acre,  and  by  a  decision  in  1925  removed  this  final  difference  in 
an  attempt  to  end  the  friction  between  classes  of  users,  which  the 
1924  decision  had  failed  to  accomplish. 

The  bonus,  then,  viewed  as  a  payment  for  individual  water  rights, 
is  legally  unsound  in  some  jurisdictions  and  in  some  cases  specifically 
forbidden.  As  a  return  upon  capital  invested  it  is  unnecessary  in 
any  case  where  public  regulation  is  effective  in  insuring  adequate 
rates,  although  it  might  with  reason  be  regarded  as  compensation  for 


20         TECHNICAL  BULLETIN    17  7,   V,   S.   DEPT.    OF   AGRICULTURE 

revenue  losses  due  to  temporary  idleness  of  irrigated  lands.^^  Viewed 
as  a  donation  in  aid  of  construction,  where  legal,  it  has  a  definite 
practical  value,  mainly  at  present  in  connection  with  extensions  of 
already  established  systems.  If  in  such  cases  the  fact  of  outright 
donation  is  agreed  to  by  all  parties,  it  is  difficult  to  see  anything 
wrong  in  the  transaction,  and  acquiescence  of  the  regulating  commis- 
sion should  minimize  the  chances  of  resulting  rate  complications. 

STATE  SUPERVISION  OVER  CHARGES 

Public-utility  regulation,  which  on  account  of  its  importance  is 
treated  separately  hereinafter,  involves  supervision  by  State  agencies 
over  all  charges  made  by  public-service  companies. 

State  supervision  over  sale  of  "water  rights"  by  other  than 
public-utility  companies  is  provided  by  laws  accepting  the  terms  of 
the  Carey  Act,  under  which  no  new  development  has  taken  place  for 
many  years,  and  in  certain  States  by  statutes  covering  other  private 
development.  The  most  extensively  followed  of  the  latter  laws  is 
that  passed  in  1909  by  Idaho  (6,  v.  i,  sees.  3061-306S),  requiring 
State  approval  of  sale  of  "  water  rights  "  by  companies  or  parties 
not  operating  under  the  Carey  Act.  Early  Carey  Act  development 
was  actually  subjected  to  "  little  more  than  nominal  supervision  " 
{6) ,  which  in  many  instances  probably  did  more  harm  than  good  in 
misleading  investors  and  settlers  alike.  Later  developments  received 
more  careful  attention  from  State  officials,  with  beneficial  results. 

Annual  operation  and  maintenance  charges  on  Carey  Act  projects 
still  operated  by  development  companies  prior  to  being  turned  over 
to  the  farmers — which  is  the  status  of  many  of  them  to-day — were 
fixed  by  contract  between  these  companies  and  the  State  at  extremely 
low  rates  to  insure  payment  by  the  development  company  itself  of 
that  proportion  of  expense  properly  chargeable  to  undeveloped  lands. 
On  other  projects  operating  under  supervisory  laws  such  as  those  of 
Idaho,  charges  were  set  out  in  settlers'  contracts  the  form  of  which 
was  approved  by  the  State.  Finances  of  the  development  companies, 
and  the  resulting  quality  of  service  to  water  users,  have  suffered 
severely  from  inadequacy  of  these  contract  rates  to  cover  mounting 
operation  costs. 

TIME   OF  PAYMENT 

Installments  of  purchase  price  of  "  water  rights "  are  usually 
payable  annually  and  sometimes  carry  interest  on  deferred  payments. 
Annual  operation  charges  vary  widely  as  to  time  of  payment.  Ex- 
perience has  brought  out  the  advisability  under  certain  circumstances 
of  dividing  the  annual  rate  into  two  or  more  installments,  with  dates 
of  payment  depending  mainly  upon  character  of  crops  grown  and 
consequent  times  of  receipts  from  sale  of  farm  products  and  upon 
operation  necessities.  Charges  based  upon  quantity  of  water  deliv- 
ered are  often  payable  immediately  or  shortly  after  each  irrigation, 

11  Wiel  US,  p.  ^232)  makes  this  point,  stating  further  that  "  from  a  financial  point  of 
view  it  is  difficult  to  establish  any  new  Irrigation  system  where  the  distributors  do  not 
receive,  in  addition  to  the  rates,  some  profit  from  the  creation  of  the  system,  such  profit 
coming  either  from  ownership  by  the  company  of  irrigable  land  in  the  vicinity  reaping  the 
benefit  of  its  increased  value  or  else  from  a  special  initial  charge,  usually  called  the 
'  watar-right '  charge,"  As  stated  heretofore,  most  commercial  systems  originating  in 
recent  years  have  been  built  in  connection  with  land-development  enterprises. 


COMMERCIAL  IRRIGATION   COMPANIES  21 

sometimes  with  a  cash  payment  at  the  time  of  making  application  for 
service  at  the  beginning  of  the  season.  Interest,  often  8  to  10  per  cent 
per  annum,  usually  attaches  to  delinquent  payments. 

METHODS  OF  ENFORCING  COLLECTIONS 

SUIT    TO    RECOVER 

This  remedy  is  always  available,  but  frequently  unsatisfactory 
on  account  of  the  expense  involved,  for  delinquencies  large  in  the 
aggregate  are  often  made  up  of  many  small  claims  against  individ- 
uals. 

CANCELLATION    OF   PRIVATE    CONTRACT    FOR   PURCHASE   OF    "  WATER    RIGHT  " 

Contracts  often  provide  that  failure  to  pay  any  installment  of  the 
purchase  price  shall  entitle  the  company  to  declare  the  "  water 
right "  forfeited.  In  a  jurisdiction  in  which  the  real  water  right 
belongs  to  the  user  rather  than  the  company  and  is  perfected  by  ap- 
plication to  beneficial  use,  it  is  doubtful  if  the  company  by  this  pro- 
cess could  sever  the  water  right  from  a  delinquent's  land  and  transfer 
it  to  other  land.  Deprivation  of  right  to  use  the  company's  system, 
however,  would  lead  to  eventual  forfeiture  of  water  right,  inasmuch 
as  the  delinquent  landowner  would  be  very  unlikely  to  have  other 
means  of  conveying  the  water  to  his  land.  The  right  to  cancel  the 
contract  is  therefore  a  powerful  instrumentality. 

Consumers  under  a  public-service  irrigation  system  probably  could 
not  be  deprived  of  water  service  by  cancellation  of  contracts,  inas- 
much as  their  right  to  water  delivery  rests  primarily  upon  the  com- 
pany's duty  to  furnish  water  to  the  public,  rather  than  upon  any 
contractual  relationship.^^ 

ENFORCEMENT  OF  LIEN  ON  LAND  OR  ON  CROPS 

Liens  upon  land  are  provided  in  contracts  of  many  development 
and  some  public-service  companies,  to  secure  not  only  installments 
upon  purchase  of  land  and  "  water  rights  ",  but  annual  operation 
and  maintenance  charges  as  well.  Some  States  grant  statutory  liens. 
For  example,  Idaho  provides  that  a  charge  "  for  the  delivery  of  said 
water,  which  amount  may  be  fixed  by  contract,  or  may  be  as  pro- 
vided by  law,  is  a  first  lien  upon  the  land  for  the  irrigation  of  which 
said  water  is  furnished  and  delivered"  {6  v.  ^,  sec.  6631)^  while 
Texas  gives  parties  supplying  water  for  irrigation  "  a  preference 
lien  superior  to  every  other  lien  upon  the  crop  or  crops  raised  upon 
the  land  thus  irrigated  "  {10,  art  7696). 

REFUSAL    OF    WATER    DELIVERY 

This  is  a  simple,  widely  practiced,  and  most  effective  remedy. 
It  is  not,  however,  legal  in  all  jurisdictions.  For  example,  on  the 
one  hand  a  recent  Washington  decision  is  to  the  effect  that  a  "  water- 
right  "  purchaser  delinquent  in  payment  of  annual  installments  can 
not  have  damages  for  failure  to  furnish  irrigation  water,  the  court 
stating :  "  No  user  of  water  can  refuse  to  pay  his  delinquent  bills  and 
still  demand  service."    A  decision  of  the  United  States  District 

"  See  discussion  by  Kinney   (8,  «eo.  15^) . 


22         TECHNICAL  BULLETIN    17  7,   U.   S.   DEPT.   OF  AGRICULTURE 

Court  (District  of  Idaho,  Southern  Division)  relating  to  the  Federal 
Boise  project  is  to  the  same  effect.  On  the  other  hand,  several  cases 
in  the  Idaho  State  Supreme  Court,  not  arising  on  Federal  projects, 
hold  that  delivery  of  water  may  not  be  withheld  for  nonpayment  oi 
past-due  assessments,  the  company's  authority  to  refuse  delivery  ex- 
tending only  to  current  charges  and  its  remedy  for  past  delinquencies 
being  suit  to  collect.^^ 

BEQUIMNG  PAYMENT  IN  ADVANCE  OF  WATER  DELIVEBY 

An  irrigation  company  is  obliged  to  deliver  water  to  users  upon 
tender  of  legal  charges  or  in  some  jurisdictions  upon  furnishing 
reasonable  security,  and  conversely  may  require  this  prior  condition 
to  be  fulfilled.  One  important  company  requires  renters  (who  may 
be  gone  from  the  project  within  a  year)  to  prepay  irrigation  charges, 
but  bills  landowners  with  charges  incurred  by  themselves  and  re- 
fuses water  delivery  until  all  accounts  are  settled. 

Necessarily  adequate  enforcement  of  collections  depends  in  the 
last  analysis  upon  ability  of  users  to  pay.  In  times  of  financial 
stress,  when  lawsuits  are  of  little  avail  and  refusal  to  deliver  water 
would  result  in  materially  smaller  diversions  by  the  company  and 
possible  forfeiture  or  compromise  of  part  of  the  water  right,  there 
is  no  alternative  other  than  to  continue  deliveries  and  to  await 
better  times  to  clear  up  accumulated  delinquencies.  The  several 
remedies  listed  above  are  of  greatest  value  against  individuals  will- 
ful or  careless  in  payment  of  bills. 

MANAGEMENT 

Management  of  a  commercial  company,  if  incorporated,  is  in  the 
hands  of  a  board  of  directors  elected  by  the  stockholders,  and  if  not 
incorporated,  rests  upon  the  will  of  the  owners.  Active  manage- 
ment of  business  affairs  and  superintendence  of  operation  and  main- 
tenance, including  water  delivery,  are  delegated  to  one  or  more 
regular  employees. 

The  qualit}^  of  management  necessarily  varies  widely.  The  larger 
companies  in  good  financial  circumstances  are  apt  to  be  well  man- 
aged, because  of  availability  of  funds  for  needed  expenditures  and 
the  realization  on  the  part  of  owners  that  proper  maintenance  of 
works  and  careful  administration  pay  in  the  long  run.  On  the  other 
hand,  systems  of  companies  struggling  for  existence  become  run 
down,  operation  is  effected  with  inadequate  forces,  the  temi^tation 
to  economize  unduly  in  salaries  is  great,  and  service  becomes  con- 
stantly poorer.  There  seems  to  be  little  extravagance  in  adminis- 
tration at  the  present  time.  Incomes  of  commercial  companies  in 
recent  years  have  not  been  such  as  to  encourage  it,  and  it  is  frowned 
upon  by  regulatory  commissions;  therefore  there  is  no  incentive  to 
owners  to  countenance  obviously  useless  expenditures  which  must 
come  out  of  their  own  pockets. 

Methods  of  water  delivery  do  not  differ  from  those  of  otlier  irri- 
gation organizations.     So  far  as  contacts  with  water  users  go,  the 

13  These  three  examples  are  found,  respectively,  in  Holmes  et  ux.  v.  Whitestone  Irrigation 
&  Power  Co.,  138  Wash.  261,  244  P.  579 ;  Mower  v.  Bond,  8  P.  (2d)  518 ;  and  Rejrnolds  v. 
North  Side  Canal  Co.    (Ltd.),  et  al.,  36  Idaho  622,  213  P.  344. 


COMMERCIAL  lERIGATION   COMPANIES  23 

main  point  of  difference  between  commercial  and  community  organi- 
zations is  that  friction  develops  much  more  easily  under  the  former, 
and  unreasonable  demands,  complaints,  and  damage  suits  by  users 
are  consequently  more  numerous. 

PUBLIC  REGULATION  OF  IRRIGATION  UTILITIES 

The  several  State  constitutions  and  statutes  and  court  decisions 
construing  them  are  far  from  uniform  (1)  as  to  whether  irrigation 
companies  are  to  be  regulated  at  all;  (2)  if  regulation  is  provided 
for,  what  the  test  of  an  irrigation  utility  is  to  be;  and  (3)  what  ac- 
tivities are  to  be  regulated.  Rates  and  service  most  immediately 
concern  the  consuming  public  and  therefore  are  most  generally  sub- 
ject to  regulation.  California  is  typical  of  States  exercising  most 
extensive  control  and  has  produced  the  largest  number  of  court  and 
commission  orders  involving  irrigation  companies. 

POWER  OF  STATE  TO  REGULATE 

The  State's  power  to  regulate  public-service  irrigation  companies, 
and  particularly  their  rates,  whether  previously  fixed  by  contract 
or  otherwise,  has  been  established  many  years.  The  prior-contract 
question  has  been  disposed  of  on  the  ground  that  regulation  of  pub- 
lic utilities  is  an  inherent  attribute  of  sovereignty,  and  that  rate 
contracts  between  utilities  and  consumers  must  therefore  be  deemed 
to  have  been  entered  into  subject  to  possible  revision  by  the  State. 
If  no  definite  provision  is  made  in  the  constitution  or  statutes  for 
fixing  rates  of  irrigation  companies,  as  is  the  case  in  several  States, 
the  consumer  must  look  to  the  courts  for  relief  from  unreasonable 
rates. 

COMPANIES  SUBJECT  TO  REGULATION 

Regulation  of  irrigation  utilities  is  usually  provided  for  by  in- 
cluding irrigation  companies  within  the  statutory  definition  of  "  pub- 
lic utility  "  or  "  public-service  company."^*  Within  any  State  which 
has  authorized  such  regulation,  the  question  of  whether  a  given 
irrigation  company  is  a  public  utility,  and  therefore  subject  to  com- 
mission control,  is  largely  a  question  of  fact,  determination  of  which 
in  some  States  has  involved  many  controversies  and  some  very  fine 
distinctions.  Most  of  these  companies  in  fact  originated  before  com- 
mission control  was  extended  to  irrigation  companies  and  before  the 
differences  between  public  and  private  service  were  widely  under- 
stood. Early  promoters  did  not  know  that  they  were  engaging  in 
public  service  if  they  did  one  thing  and  in  private  service  if  they  did 
something  else ;  so  that  while  dedication  of  water  to  public  use 
presumes   a   positive  intention   to   dedicate,   and   while  the  courts 

"For  example,  the  Utah  law  {11,  sec.  }ft82,  p.  966)  defines  "public  utility"  as  including 
every  "  water  corporation,"  which  in  turn  includes  every  corporation  or  person  owning  or 
operating  a  '*  water  system "  for  compensation,  excepting  companies  distributing  water 
only  to  their  own  stoclsholders  The  California  act  (1)  states  In  some  detail  the  circum- 
stances under  which  a  water  company  is  a  public  utility.  The  Montana  Supreme  Court 
decided  that  the  language  "  company  *  *  *  furnishing  •  *  ♦  water  for  busi- 
ness," as  used  In  the  public  utilities  act  of  that  State,  does  not  include  Irrigation  com- 
panies. (State  ex  rel.  Thacher  et  al.  v.  Boyle  et  al..  Pub.  Serv.  Com.,  62  Mont.  97,  204 
P.  378.) 


24         TECHNICAL  BULLETIN    17  7,   U.   S.   DEPT.   OF  AGRICULTUBE 

scrutinize  closely  the  acts  upon  which  an  alleged  dedication  is  based^ 
nevertheless  these  people  as  a  matter  of  fact  often  simply  drifted 
into  one  status  or  the  other,  and  they  or  their  successors  subsequently 
either  made  or  resisted  efforts  to  be  declared  public  utilities,  depend- 
ing upon  the  eventual  desirability  of  being  engaged  in  public  or 
private  service.  This  is  particularly  exemplified  by  the  many  Cali- 
fornia cases  in  which  the  principle  that  dedication  of  water  to  public 
use  constitutes  an  irrigation  company  a  utility  has  been  put  to  test 
under  a  wide  range  of  circumstances. 

Principles  derived  from  court  and  utilitv-commission  decisions 
declaring  companies  subject  or  not  subject  to  public  regulation  may 
be  summed  up  as  follows: 

Irrigation  companies  engaged  in  public  service  are  subject  to 
regulation  when  and  to  the  extent  provided  by  State  constitutions 
and  statutes,  as  construed  by  the  courts.  Those  in  private  service 
are  subject  to  only  such  supervision  as  the  State  may  exercise  over 
other  private  enterprises,  which  does  not  extend  to  alteration  of 
rates  fixed  by  contract. 

Companies  which  appropriate  water  for  distribution  to  all  who 
may  apply,  and  actually  carry  out  such  purpose,  or  otherwise  "  hold 
themselves  out "  as  ready  and  willing  to  serve  the  public  indis- 
criminately, are  engaged  in  public  service.  Incorporation  for  such 
purpose  does  not  in  itself  constitute  such  dedication.  Fulfillment 
of  contract  provisions  that  rates  shall  be  such  as  may  be  fixed  by 
law  constitutes  engaging  in  public  service.  Requirement  by  the 
company  that  consumers  purchase  permanent  "  water  rights  "  does 
not  render  the  enterprise  a  private-contract  company  exempt  from 
regulation. 

Companies  may  be  engaged  simultaneously  in  public  service  as  to 
part  of  their  water  supply  and  private  service  as  to  the  balance. 
After  a  given  supply  of  water  has  been  devoted  to  the  public,  how- 
ever, private  rights  can  not  be  carved  out  of  it.  Water  contracted 
privately  to  individuals  may,  with  their  consent,  be  devoted  to  public 
use  by  submission  of  the  company  to  public  rate-fixing  authority, 
but  can  not  thereafter  revert  to  private  use  unless  all  public  bene- 
ficiaries consent. 

Companies  may  engage  in  service  to  a  given  class  of  the  public, 
such  as  those  farming  lands  within  a  defined  geographical  area,  to 
the  exclusion  of  other  classes.  They  may  engage  in  one  kind  of 
Ijublic  service,  such  as  delivery  of  water  appropriated  by  themselves, 
without  being  required  to  perform  some  other  public  service,  such  as 
carrying  water  for  independent  appropriators. 

Mutual  companies  serving  their  own  members  only  at  cost  are  not 
engaged  in  public  service  and  are  therefore  not  subject  to  rate  or 
service  regulation ;  but  those  supplying  water  to  outsiders  for  com- 
pensation are  subject  to  regulation,  at  least  to  the  extent  of  such 
outside  service.  Irrigation  districts  are  not  subject  to  this  kind  of 
regulation;  but  upon  the  transfer  of  utility  properties  to  an  irriga- 
tion district,  rights  of  consumers  located  outside  the  district  bound- 
aries are  defined  and  protected  in  the  commission's  order  approving 
the  transfer. 

Construction  or  development  companies  are  subject  to  regulation 
in  some  States  and  not  in  others.     Such  companies  while  under  con- 


COMMERCIAL  IRRIGATION    COMPANIES  25 

tract  to  deed  their  systems  eventually  to  the  purchasers  of  "  water 
rights  "  have  been  considered  common  carriers  in  Nebraska  and  their 
rates  regulated  accordingly,  and  have  been  declared  public-service 
companies  in  Idaho  in  a  case  in  which  no  rate  question  was  involved. 
Those  companies  operating  under  the  Carey  Act  are  not  subject  to 
this  kind  of  regulation.  Development  companies  which  form  mutual 
irrigation  companies  and  transfer  mutual  stock  to  land  buyers  are 
not  public-service  companies,  although  jurisdiction  over  service  of 
mutual  companies  while  still  controlled  by  the  development  company 
has  been  retained  by  the  Arizona  corporation  commission. 

Companies  which  serve  land  with  "  water  rights  "  attached,  sold 
by  themselves  or  by  associated  enterprises,  are  held  in  certain  States, 
notably  California  and  Oregon,  to  be  private-contract  companies, 
on  the  ground  that  they  are  serving  only  individuals  selected  by 
themselves;  but  in  Texas  such  companies  are  considered  "quasi 
public  service  corporations  "  subject  to  rate  regulation. 

REGULATING  AGENCIES 

Regulation  of  irrigation  rates  in  several  States  was  formerly  left 
to  boards  of  county  commissioners  or  supervisors  and  to  city  coun- 
cils, whose  authority  was  usually  limited  to  fixing  maximum  rates. 
Irrigation  rate  fixing  in  Colorado  is  still  handled  by  county  com- 
missioners, but  in  most  States  has  been  given  to  State  commissions 
having  jurisdiction  over  other  public  utilities,  which  determine  not 
maximum  but  specific  rates.  Exceptions  are  Texas,  which  places 
this  duty  upon  the  board  of  water  engineers;  Oklahoma,  which 
formerly  placed  it  upon  the  State  engineer  but  has  recently  trans- 
ferred the  State  engineer's  duties  pertaining  to  irrigation  to  the  con- 
servation commission;  and  Montana,  New  Mexico,  and  South  Da- 
kota, which  have  not  provided  for  irrigation-company  regulation. 

Regulation  by  local  boards  frequently  proved  unsatisfactory,  partly 
because  it  was  a  purely  incidental  function  and  partly  because  board 
members  included  the  water  users  among  their  constituents  and  were 
themselves  sometimes  users  of  irrigation  water,  with  resulting  diffi- 
culties in  maintaining  an  entirely  impartial  attitude.  A  state-wide 
body,  by  contrast,  has  a  much  broader  point  of  view  in  the  matter 
and  necessarily  is  considerably  more  scientific  in  its  determinations. 

PROCEEDINGS 

Proceedings  relative  to  rate  changes  and  service  requirements  may 
usually  be  initiated  by  (1)  the  commission  on  its  own  motion;  (2) 
complaint  made  by  civic  or  municipal  bodies  or  by  some  minimum 
number  of  consumers,  such  as  25 ;  or  (3)  by  the  utility  itself,  in  some 
States  on  petition  for  a  hearing  and  in  others  on  filing  new  rate 
schedules  or  rules  and  regulations  which  will  stand  as  filed  unless 
suspended  by  the  commission  pending  a  hearing.  Formal  or  in- 
formal hearings  are  held  by  the  commission,  testimony  taken,  and 
decisions  and  orders  issued,  subject  to  review  in  the  courts. 

RATES 

Rate-making  principles  developed  by  commissions  and  courts^ 
especially  those  involving  property  rights  and  rights  of  utilities  and 


26        TECHNICAL  BULLETIN    17  7,   U.   S.   DEPT.   OF  AGRICULTURE 

consumers  as  against  each  other,  apply  in  general  to  irrigation  as 
well  as  to  other  public  services.  Irrigation  rates,  however,  involve 
many  features  distinguished  by  the  nature  and  background  of  the 
industry,  and  with  the  past  15  years'  experience  in  mind  it  is  quite 
obvious  that  such  rates  can  not  be  viewed  altogether  in  the  same 
light  as  those  of  some  other  industries.  The  following  statement 
summarizes  the  principles  and  policies  actually  applied  in  irrigation 
rate  and  service  cases  and  therefore  of  particular  interest  to  irriga- 
tion companies.  Many  of  these  cases  arose  in  California,^'*  and  the 
others  in  Washington,  Oregon,  Idaho,  Nevada,  Wyoming,  Nebraska, 
and  Texas. 

ITEMS  OF  RETURN 

Eates  are  fixed  to  provide  for  (1)  efficient  operation  and  mainte- 
nance of  irrigation  works;  (2)  a  depreciation  annuity  to  cover 
eventual  replacement  of  units  not  included  in  annual  maintenance 
expenditures;  and  (3)  a  fair  return  on  valuation  of  plant. 

Extraordinary  expenses,  such  as  repair  of  damage  due  to  dis- 
astrous floods,  and  reconstruction  to  overcome  water  shortages,  as 
well  as  the  loss  in  revenue  resulting  from  necessary  discontinuance 
of  irrigation  service,  are  properly  chargeable  to  operation  and  main- 
tenance, but  as  they  are  not  incurred  annually  they  are  amortized 
over  a  series  of  years.  Reasonable  legal  expenses  are  included,  ex- 
cept damages  paid  as  the  result  of  negligence.  Expenditures  in- 
curred in  defending  water  rights  are  either  amortized  over  a  definite 
term  or  included  in  the  rate  base  as  part  of  the  cost  of  water  rights. 
Taxes  are  a  part  of  operation  cost.  Past  operation  losses,  including 
deficits  incurred  during  the  development  stage,  are  allowed  to  be 
recouped  to  some  extent  and  in  some  cases  only,  depending  upon  cir- 
cumstances, but  usually  are  excluded  from  consideration  in  irriga- 
tion cases  because  of  the  difficulty  of  providing  for  even  current 
items. 

The  actual  maximum  rate  of  return  on  valuation,  or  owners'  profit, 
is  usually  set  at  6  to  8  per  cent.  Commissions,  for  good  reason,  sel- 
dom announce  fixed  policies  applicable  to  all  classes  of  utilities  but 
determine  each  case  on  its  merits.  In  these  irrigation  cases  there 
are  usually  so  many  limiting  circumstances  that  the  maximum  allow- 
able return  on  valuation  means  little.  This  return  on  valuation 
comprises  the  following  items :  Interest  on  indebtedness  incurred  in 
developing  the  system,  interest  on  the  depreciation  annuity  in  case 
the  sinking-fund  method  is  followed,  dividends  and  additions  to 
surplus. 

ITEMS  NOT  INCLUDED  IN  RATES 

Rates  do  not  cover  additions  to  capital,  such  as  the  cost  of  improve- 
ments and  extensions  to  the  irrigation  system  or  retirement  of 
bonded  indebtedness.  If  this  were  not  true,  the  State  would  be  in 
the  position  of  forcing  ratepayers  to  provide  capital  and  then  to  pay 
interest  on  it.  Capitalization  of  voluntary  donations  from  con- 
sumers is  a  different  matter.  Of  course  the  owners  may  devote  part 
of  their  return  on  valuation  to  such  purposes  if  they  choose. 

^  For  a  complete  statement  of  principles  applicable  to  all  classes  of  utilities  in 
California,  see   (12). 


COMMERCIAL  IRRIGATION   COMPANIES  27 

The  rule  has  often  been  announced  that  present  consumers  shall 
not  be  required  to  pay  a  full  return  on  investment  or  even  the  entire 
cost  of  maintenance  of  an  irrigation  system  built  largely  in  excess 
of  their  needs,  particularly  if  the  principal  reason  for  overbuilding 
was  to  promote  land  sales.  Nor  will  irrigation  consumers  be  saddled 
with  land-development  expenses  not  covered  by  the  purchase  price 
of  land. 

As  shown  under  "Valuation  for  rate-making  purposes"  (p.  29). 
rates  do  not  include  a  return  on  property  not  useful  in  the  public 
service. 

REASONABLENESS 

Every  rate  must  pass  the  test  of  reasonableness,  which  means  that 
it  must  be  as  fair  as  possible  to  all  whose  interests  are  involved. 
Such  a  thing,  of  course,  can  not  be  determined  by  any  definite  for- 
mula. To  be  fair  to  the  utility  owner,  the  rate  should  provide  for 
all  running  and  replacement  expenses  and  a  return  on  investment 
higher  than  a  creditor  of  the  same  project  would  demand,  but  must 
not  be  such  as  to  invite  destructive  competition  from  individual 
pumping  or  other  projects.  Fairness  to  the  consumer,  on  the  other 
hand,  requires  that  he  be  not  penalized  for  sparseness  of  settlement 
of  the  irrigation  project,  inefficiency  and  extravagance  in  operation, 
or  inadequacy  of  service.  To  accomplish  this,  commissions  in  a  num- 
ber of  cases  have  allowed  as  reasonable  operation  expenditures  sums 
considerably  less  than  the  companies  have  actually  been  spending. 
The  rate  in  any  case  should  not  exceed  the  value  of  service  to  the 
user,  which  depends  finally  upon  his  ability  to  pay,  and  can  not  do 
so  if  the  project  is  to  operate  on  a  sound  basis.  That  determination 
of  reasonableness  must  be  predicated  upon  operation  experience,  use 
of  water,  and  economic  conditions  obtaining  over  a  series  of  years 
rather  than  in  any  single  year  applies  with  great  force  to  an  irriga- 
tion utility. 

APPORTIONMENT   AMONG   CONSUMERS 

The  irrigation  utility  as  a  privately  owned  organization  can  not 
compel  nonpatrons  to  become  consumers  or  to  pay  rates  without  vol- 
untary application  for  service,  even  though  they  may  be  benefiting 
substantially  from  proximity  to  the  canal  system. 

Actual  consumers  must  be  treated  without  discrimination,  whether 
or  not  they  hold  preferred  contracts.  Commissions,  in  fact,  have  not 
hesitated  to  modify  or  entirely  abrogate  utility  contracts  where  it  was 
necessary  to  remove  discrimination  or  to  raise  all  rates  uniformly. 

Rates  may,  however,  be  apportioned  among  classes  of  consumers 
without  violating  the  rule  against  discrimination,  but  on  the  contrary 
really  to  remove  discrimination.  For  example,  occasional  or  "  op- 
portunist "  water  users  are  sometimes  required  to  pay  higher  rates 
than  regular  patrons,  particularly  where  the  added  expense  of  serving 
occasional  users  is  material.  In  at  least  one  proceeding  the  Cali- 
fornia commission  allowed  lower  rates  for  a  time  to  persons  who  had 
made  initial  payments  for  "water  rights,"  by  approximately  the 
annual  interest  on  such  payments,  but  later  removed  the  differential 
owing  to  continued  dissatisfaction  over  two  classes  of  rates.  Prefer- 
ential rates  have  also  been  allowed  users  under  the  followinir  cir- 


28        TECHNICAL  BULLETIN    17  7,   U.   S.    DEPT.   OF   AGKICULTURE 

cumstances:  On  laterals  owned  and  operated  by  themselves;  on  the 
gravity  unit  of  a  project  containing  supplemental  pumping  units;  and 
on  portions  of  a  project  for  which  only  one  source  of  water  supply^ 
was  available,  whereas  other  portions  had  two. 

A  fundamental  rule  is  that  consumers  in  one  department  of  a 
utility's  activities,  such  as  electricity,  may  not  be  burdened  with  losses 
sustained  in  another  department,  such  as  irrigation. 

BASIS 

Commissions  have  leaned  toward  rates  based  upon  measured  quan- 
tities of  water  delivered,  rather  than  flat  rates  per  acre,  because  of 
the  added  incentive  toward  economy  in  use.  The  beneficial  effect  of 
this  policy  is  apparent  in  sections  where  irrigation  is  recognized 
as  essential  to  most  profitable  crop  production,  but  is  seriously  ques- 
tioned where  irrigation  is  primarily  of  supplemental  value  and 
farmers  are  not  yet  wholly  converted  to  its  use.  In  a  few  cases  rate 
differentials  have  been  based  upon  character  of  crops  grown,  particu- 
larly on  systems  serving  both  rice  and  general  crops,  on  account  of 
the  relatively  heavy  applications  of  water  required  for  rice.  Rates 
of  several  companies  have  allowed  lower  charges  for  water  if  used 
prior,  say,  to  July  1,  with  a  view  toward  encouraging  early  use  while 
the  supply  is  relatively  plentiful.  Seasonal  rates,  for  quantities 
delivered  at  regular  rotation  intervals,  have  also  been  set  lower  than 
rates  for  delivery  on  demand  on  the  same  system,  because  of  the 
lower  cost  of  rotation  deliveries. 

PROBLEM  OF  PROVmiNG  ADEQUATE  REVENUE 

Commissions  can  not  guarantee  adequate  revenue,  but  at  the  most 
can  give  only  reasonable  assurance  of  a  minimum  annual  income. 
Liens  on  land  are  generally  out  of  the  question.  Not  only  is  no  case 
known  to  the  author  in  which  a  utility  has  been  authorized  by  a  reg- 
ulatory commission  to  require  continuous  liens  as  prerequisites  to 
service,  but  it  is  very  doubtful  if  such  a  proposal  for  the  benefit  of 
outside  capital  would  be  viewed  favorably.  Liens  existing  from 
preregulation  days  have  been  left  undisturbed  in  some  cases,  but 
usually  apply  to  only  part  of  the  users  and  therefore  assure  only  a 
minimum  income.  Furthermore,  contracts  for  long  periods,  such  as 
10  years,  are  regarded  as  unreasonable  prerequisites  to  service. 
With  a  view  to  assuring  a  fairly  dependable  minimum  income,  com- 
missions at  various  times  have  authorized  the  following:  Contracts 
for  short  periods,  such  as  one  to  three  years,  with  flat  rates  per 
acre ;  contracts  for  short  periods,  with  stand-by  or  readiness-to-serve 
charges  and  additional  quantitative  charges  based  upon  actual  use; 
and  payments  in  advance  of  the  irrigation  season.  Beyond  such  pro- 
visions, all  the  commission  can  do  is  to  set  rates  which  on  the  basis 
of  probable  demand  for  water  will  provide  the  necessary  financial 
return. 

An  assured  minimum  income  is  distinctly  preferable  to  the  utter 
uncertainty  that  might  otherwise  prevail;  but  while  it  may  enable 
the  company  to  operate,  it  can  not  be  expected  to  provide  in  addition 
for  depreciation  and  owners'  profits.  Hence,  while  the  company's 
minimum  operating  income  may  be  assured  for  one  or  two  seasons 


COMMERCIAL  IRRIGATION   COMPANIES  29 

in  advance,  the  added  margin  required  for  these  other  purposes  may 
1)6  lacking  in  any  year.  Abundant  experience  shows  this  to  be  a  very 
real  contingency. 

The  only  way  to  eliminate  the  deficit,  as  discussed  heretofore  under 
"Insufficiency  of  annual  rates"  (p.  9),  is  to  anticipate  it  or  include 
it  in  subsequent  years'  rates.  Irrigation-utility  losses  have  been  due 
so  generally  to  inability  of  users  to  pay  that  commissions  have  seldom 
if  ever  included  past  losses  in  current  irrigation  rates.  They  have, 
however,  fixed  rates  to  meet  conditions  obtaining  over  a  series  of 
years,  to  the  extent  of  ability  of  consumers  to  pay  such  charges. 

VALUATION   FOR   RATE-MAKING   PURPOSES 

The  first  test  of  value  is  whether  the  property  is  actually  used  and 
useful  in  the  public  service ;  second,  the  extent  to  which  this  applies 
to  the  particular  customers  whose  rates  are  involved.  For  example, 
levees  used  to  protect  a  ditch  system  are  valued  at  only  part  cost  if 
they  also  protect  lands  of  the  holding  company,  and  the  cost  of 
canals  used  for  both  power  and  irrigation  is  allocated  to  the  two  serv- 
ices. Likewise,  the  value  of  a  system  built  for  hydraulic-mining 
purposes  and  now  used  entirely  for  irrigation  will  be  measured  by 
its  usefulness  to  irrigation  consumers  only. 

Among  the  more  important  questions  involved  in  irrigation-utility 
valuation  proceedings,  aside  from  valuation  of  overheads,  which  pre- 
sents no  very  distinctive  irrigation  features,  are  the  following : 

PHYSICAL  WORKS 

In  measuring  the  value  of  physical  works  for  rate-making  pur- 
poses, some  commissions  use  historical  cost  undepreciated  and  others 
reproduction  cost  minus  accrued  depreciation.  The  California  Kail- 
road  Commission  leans  to  historical  cost  or  fair  original  cost  as  the 
•controlling  factor,  with  due  regard  to  other  factors  involved,  estimat- 
ing the  reasonable  investment  where  actual  original  figures  are  not 
available.  The  Texas  Board  of  Water  Engineers,  on  the  other  hand, 
arrives  at  present  value  by  ascertaining  or  estimating  original  cost, 
adding  to  each  item  an  appreciation  factor  to  allow  for  increased 
prices  of  materials  and  labor  and  deducting  from  this  result  the 
percentage  computed  for  accrued  depreciation.  In  States  folloAving 
the  reproduction  theory,  little  or  no  allowance  is  made  for  deprecia- 
tion of  long-lived  concrete  structures.  Seasoned  earth  ditches,  which 
may  be  kept  in  perfect  condition  by  annual  maintenance  work  and 
which  really  improve  with  age,  are  not  depreciable  but  occasionally 
require  an  allowance  for  obsolescence.^'^ 

^  The  United  States  Supreme  Court  decision  of  May  20,  1929,  in  the  so-called  "  O'Fallon 
Valuation  Cases  "  (The  St.  Louis  &  O'Fallon  Railway  Co.  and  Manufacturers'  Railway  Co., 
appts.,  V.  United  States  et  al.,  No.  131),  73  L.  ed.  457,  holding  that  the  Interstate  Com- 
merce Commission,  in  giving  no  consideration  to  reproduction  costs,  had  failed  to  carry 
out  the  congressional  mandate  that  due  consideration  be  given  "  to  all  the  elements  of 
value  recognized  by  the  law  of  the  land  for  rate-making  purposes,"  arose  under  the 
recapture  provisions  of  the  transportation  act  of  1920.  The  extent  to  which  this  decision 
will  affect  valuation  of  public-utility  properties  by  State  commissions  for  rate-making 
purposes  is  a  matter  for  the  future  to  determine.  So  far  as  irrigation  companies  are 
concerned,  the  ability  of  consumers  to  pay  under  present  economic  conditions  is  a  vital 
factor  in  limiting  the  rates  fixed  under  even  the  system  of  valuation  most  favorable  to 
the  irrigator. 


30        TECHNICAL  BULLETIN    17  7,   U.   S.   DEPT.   OF  AGRICULTURE 

LAND  AND  RIGHT  OF  WAYS 

Land  is  valued  at  present-day  prices  rather  than  original  cost. 
Land  in  the  form  of  right  of  ways  is  valued  by  various  methods, 
some  cases  using  the  present  value  of  adjoining  property ;  others  the 
value  of  dry  land  plus  severance  damages,  especially  if  the  land  on 
one  side  of  the  canal  is  high  and  rough;  and  others  original  cost, 
with  no  allowance  for  right  of  ways  granted  free.  Right-of-way 
easements — for  example,  for  pipe  lines — are  valued  at  cost. 

WATER  RIGHTS 

Water-right  valuations  have  caused  much  controversy.  The  first 
consideration  in  such  cases  involves  location  of  title  to"  the  water 
rights,  that  is,  whether  title  vests  in  company  or  in  consumers;  the 
second,  a  determination  as  to  what,  if  any,  intangible  value  attaches 
to  water  rights  held  by  the  company. 

In  jurisdictions  in  which  water  rights  belong  as  a  matter  of  law 
to  landowners  rather  than  the  utility,  no  allowance  for  their  value 
has  been  made  in  any  irrigation-rate  case  known  to  the  author,  be- 
yond the  actual  cost  incurred  by  the  company  in  connection  with 
such  water  rights.  Intangible  water-right  values  have  been  ignored 
in  some  cases,  and  have  been  definitely  refused  consideration  by  the 
commissions  of  Nevada,  Idaho,  and  Nebraska,  as  well  as  by  the 
Federal  court  in  a  rate  case  arising  under  the  Colorado  State  laws.^^ 

In  States  in  which  the  company  may,  as  a  matter  of  law,  hold  title 
to  the  water  rights,  it  is  recognized  that  water  rights  actually  held 
by  a  company  have  value,  particularly  in  localities  where  high 
market  values  generally  prevail.  Yet  even  in  those  cases  commis- 
sions appear  very  reluctant  to  assign  values  substantially  in  excess 
of  the  actual  cost  of  acquisition  of  the  rights,  largely  because  of  the 
peculiar  nature  of  a  water  right  as  a  grant  from  the  State  of  use 
of  a  limited  natural  commodity.  In  California,  for  example,  water 
rights  must  be  valued  in  rate-fixing  cases  because  of  a  decision  of 
the  United  States  Supreme  Court,  which,  however,  did  not  decide 
the  principle  on  which  the  valuation  should  be  measured.^^  The 
railroad  commission,  therefore,  considers  their  value,  but  either  in- 
cludes it  in  a  lump  sum  representing  the  entire  rate  base  or  allows 
it  as  a  separate  item  based  upon  cost  of  acquisition  and  protection 
or  on -an  amount  not  greatly  exceeding  such  cost.  The  practical 
effect  of  this  policy,  then,  is  really  not  greatly  different  from  that  of 
commissions  in  States  which  consider  that  water  rights  belong  to 
the  user. 

"Pioneer  Irr.  Co.  v.  Board  of  Comrs.  of  Yuma  County,  Colo.,  236  P.  790.  On  appeal 
from  this  decision,  the  circuit  court  of  appeals  declined  to  express  an  opinion  upon  this 
point,  but  based  its  decision  on  other  grounds.  (251  Fed.  264.)  The  United  States 
Supreme  Court,  in  another  rate  case  arising  under  the  Colorado  law.  City  and  County 
of  Denver  et  al.  v.  Denver  Union  Water  Co.,  38  S.  Ct.  278,  246  U.  S.  178,  193,  had  before 
it  the  same  question — namely,  whether  under  the  Colorado  State  laws  and  court  decisions 
the  water  rights  belonged  to  the  public-service  company  and  therefore  should  be  given 
substantial  value  in  rate-flxing  proceedings — but  found  it  unnecessary  to  pass  upon  the 
question  inasmuch  as  the  rates  in  controversy  were  held  to  yield  an  inadequate  return, 
"  even  excluding  from  consideration  the  disputed  water  rights.''  The  court  stated :  "  The 
question  is  one  of  great  consequence  and  is  not  free  from  difficulty.  It  ought  not  to  be 
passed  upon  unless  the  exigencies  of  the  case  require  it." 

^^  San  Joaquin  and  Kings  River  Canal  &  Irrigation  Co.  v.  County  of  Stanislaus,  in  the 
State  of  California,  233  U.  S.  454. 


COMMERCIAL  lEEIGATION   COMPANIES  31 

Whether  water  rights  have  been  adjudicated  or  not  is  an  element 
to  be  considered  in  allowing  value  beyond  actual  cost.  Action  of  the 
Texas  Board  of  Water  Engineers  in  refusing  to  place  a  value  on 
water  rights  in  irrigation  rate  cases  was  determined  by  the  fact  that 
water  rights  had  not  been  adjudicated,  the  question  of  quantity  being 
considered  too  uncertain  to  justif}^  an  attempt  to  fix  the  value. 

In  view  of  the  definite  aversion  to  placing  substantial  values  upon 
water  rights,  beyond  cost  of  acquisition,  so  generally  shown  by  State 
commissions  in  irrigation  rate  fixing  orders,  it  is  deemed  unnecessary 
to  discuss  further  the  various  elements  of  value  which  advocates  of 
water-right  valuations  urge  for  consideration. 

ADVANCES   FROM    CONSUMERS 

Capitalization  of  donations  or  advances  from  consumers  is  a  matter 
on  which  practices  differ  somewhat,  although  the  prevailing  view 
seems  to  be  that  it  will  ordinarily  be  permitted.  It  has  been  favored 
in  some  recent  instances  on  the  theory  that  property  so  acquired  is 
as  much  in  the  public  service  as  though  paid  for  out  of  the  utility's 
capital  funds,  can  not  be  withdrawn  from  public  service,  and  must, 
on  the  contrary,  be  maintained  and  eventually  replaced  by  the  utility. 
^^  The  California  commission  allowed  such  capitalization  in  certain 
early  cases  but  has  refused  it  in  some  recent  ones,  using  as  the  rate 
base  for  one  postwar  extension  the  $526,000  actually  spent  by  the 
utility  and  excluding^$309,000  donated  by  consumers,  mainly  because 
the  actual  cost  exceeded  reasonable  present  value  on  account  of 
rushed  construction  at  peak  prices.  The  reason  for  rushing  the 
work  was  to  benefit  users  on  this  one  extension ;  therefore  the  extra 
cost  was  considered  not  a  proper  charge  against  users  on  other  por- 
tions of  the  system. 

Initial  payments  for  "  water  rights  "  have  been  disregarded  in  ad- 
justing rate  bases  of  several  California  companies,  these  being  re- 
garded rather  as  advance  payments  on  rates.  The  Nebraska  commis- 
sion required  purchasers  of  rights  in  a  system  which  was  eventually 
to  belong  to  the  users,  and  in  which  they  therefore  had  an  equity,  to 
pay  no  return  on  the  investment,  and  annual  renters  to  pay  a  return 
on  only  the  portion  allocated  to  themselves. 

Whether  profits  from  land  sales  will  be  offset  against  the  irrigation 
investment  of  a  land  and  water  company  depends,  apparently,  upon 
the  circumstances  in  each  case,  such  as  representations  to  land  pur- 
chasers, prices  paid,  and  what  payments  were  supposed  to  cover, 
with  due  regard  to  the  fact  that  legitimate  real-estate  profits,  plus 
a  reasonable  return  on  the  irrigation  investment,  can  not  be  denied 
to  a  company  that  has  acted  in  good  faith.  The  Oregon  commission 
declined  to  allow  a  return  on  value  of  such  a  system  (which,  how- 
ever, the  courts  afterwards  held  to  be  not  a  public  utility) ,  the  initial 
cost  of  which  "  was  plainly  reflected  in  the  prices  at  which  land  was 
sold." 

SERVICE 

Service  regulation  applies  to  practices  and  requirements  of  the 
utility  relating  to  its  service  to  consumers  but  does  not  extend  to 

"  See,  for  example,  (7) . 


32        TECHN^ICAL   BULLETIN    17  7,   U.    S.   DEPT.   OF   AGRICULTURE 

questions  of  mana«^ement  or  other  internal  affairs.     The  most  im- 
portant features  follow: 

EXTENSION,  LIMITATION,  AND  ABANDONMENT  OF  SERVICE 

Where  specifically  authorized  by  statute,  commissions  may  and 
do  require  utilities  to  extend  their  facilities  to  reach  new  consumers 
within  the  area  to  which  the  water  supply  has  been  dedicated,  even 
when  to  do  so  new  outlays  of  capital  are  necessary.  The  California 
commission,  however,  refused  to  order  extensions  to  persons  who  de- 
manded exorbitant  prices  for  a  right  of  way.  Extensions  and  recon- 
structions of  canals  will  not  otherwise  be  ordered  unless  clearly  justi- 
fied by  the  water  supply  and  probable  returns  on  the  investment. 
Development  of  additional  water  will  be  required  by  the  commission, 
if  practicable,  where  the  present  supply  proves  insufficient  for  the 
area  of  service. 

Limitation  of  utility  service  is  a  most  important  regulatory  power, 
exercised  for  the  purpose  of  protecting  existing  consumers  from  im- 
pairment of  their  water  supply.  Fairness  to  both  utility  and  con- 
sumers, present  and  prospective,  demands  a  thorough  analysis  of  the 
Avater  supply  and  distribution  facilities  before  an  order  restricting 
service  may  be  issued.  Distribution  of  surplus  Avater,  however,  has 
been  allowed  to  new  users  on  the  distinct  understanding,  with  neces- 
sary legal  safeguards,  that  such  users  may  share  only  in  the  surplus 
when  available  without  impairing  the  prior  rights  of  regular  con- 
sumers to  the  normal  supply.  • 

A  utility  can  not  be  compelled  to  operate  at  a  continued  loss. 
Abandonment  of  service,  however,  is  not  optional  with  the  utility, 
but  must  have  prior  authorization  of  the  commission  based  upon  full 
presentation  of  the  facts.  This  is  an  important  determination,  for 
if  refused  it  may  mean  confiscation  of  the  utility's  property,  and  if 
granted,  loss  of  the  consumers'  water  supply  and  resulting  confisca- 
tion of  their  property.  Consequently  commissions  have  made  several 
such  orders  conditional  upon  finding  other  sources  of  water  supply 
for  consumers.  As  a  matter  of  fact,  abandonment  questions  seldom 
arise  except  in  case  of  very  small  projects,  such  as  those  built  in  con- 
nection with  subdivisions  of  small  tracts,  for  investments  in  irrigation 
systems  of  any  considerable  size  are  such  that  owners  can  better 
afford  to  carry  them  at  a  loss  for  years  pending  eventual  sale  to  the 
water  users. 

PREVENTION   OF  DISCRIMINATION 

Discrimination  in  service  is  tolerated  no  more  than  in  rates.  Com- 
panies in  specific  instances  have  been  ordered  to  cease  the  following 
discriminatory  practices :  Fulfillment  of  contracts  granting  preferen- 
tial rights  to  water  during  shortage;  installation  of  distribution 
facilities  at  the  expense  of  some  users  and  not  others ;  requiring  users 
to  maintain  and  operate  at  their  own  expense  certain  laterals  and 
not  others,  under  rates  applying  uniformly  to  all  laterals;  giving 
preferences  to  users  who  are  also  stockholders  of  the  company.  Con- 
tracts for  free  service  have  been  sanctioned  where  the  consideration 
was  an  actual  transfer  of  users'  water  rights  to  the  company,  but 
not  where  it  was  money  payments  or  work  performance,  the  former 
contracts  being  considered  private  and  the  latter  public. 


COMMERCIAL   lEEIGATION    COMPANIES  33 

EFFICIENCY   OF   SERVICE 

Utilities  are  charged  with  the  duty  of  taking  all  practicable  means 
of  rendering  efficient  service,  including  prevention  of  tampering  with 
the  water  supply  and  prosecution  of  offenders.  The  California  com- 
mission on  several  occasions  has  expressed  the  view  that  to  give 
most  efficient  service,  utilities  should  operate  and  maintain  all 
laterals  to  the  point  of  serving  the  individual  consumer ;  but  has  not 
required  utilities  to  take  control  of  private  laterals  unless  rates 
sufficient  to  cover  cost  of  operation  and  a  return  on  capital  outlay 
appeared  feasible.  Companies  in  some  cases  have  been  ordered 
to  put  canals  and  structures  in  shape  to  render  more  satisfactory 
service.  That  this  rule  works  both  ways  is  indicated  by  authori- 
zation to  one  company  to  measure  water  at  the  intake  of  a  private 
lateral  rather  than  at  the  land,  where  such  lateral  had  not  been 
cleaned.  Commissions  of  Texas  and  California  have  either  recom- 
mended the  rotation  method  of  water  delivery  or  based  rates  upon 
its  operation  where  such  method  appeared  most  economical,  and 
have  strongly  urged  installation  of  some  practicable  system  of  meas- 
urement. Companies  serving  both  domestic  and  irrigation  consumers 
have  been  allowed  to  provide  certain  hours  during  which  water  may 
not  be  used  for  irrigation.  A  rule  that  land  must  be  properly  pre- 
pared for  irrigation  has  been  held  reasonable. 

SECURITY   ISSUES   AND   CONSTRUCTION 

In  a  number  of  States  the  approval  of  commissions  having  juris- 
diction over  rates  of  irrigation  companies  is  required  before  they 
may  undertake  new  construction  and  extensions,  and  in  a  few  States 
before  they  may  issue  securities.  Security  issues  of  public  utilities 
are  usually  exempt  from  i)rovisions  of  the  "  blue-sky  "  laws,  even 
where  not  supervised  by  utilities  commissions,  in  view  of  the  regula- 
tory power  exercised  over  other  major  activities. 

Kegulation  of  irrigation-utility  securities  is  of  practical  import- 
ance mainly  in  California,  and  extends  in  that  State  to  securities 
payable  more  than  one  year  from  date  and  to  the  refunding  of  notes 
maturing  in  less  than  one  year,  being  independent  of  the  limita- 
tions of  indebtedness  provided  by  the  general  laws  governing  corpo- 
rations. The  commission's  function  is  not  so  much  to  determine  the 
excellence  of  investment  in  a  proposed  issue  of  securities  as  to 
make  reasonably  certain  that  the  utility  will  receive  value  and  will 
translate  it  into  service  at  reasonable  cost  to  consumers.  That  done, 
the  soundness  of  the  investment  is  as  w^ell  assured  as  the  State  can 
make  it  without  guaranteeing  the  securities,  which  it  specifically 
refuses  to  do. 

The  California  Railroad  Commission's  attitude  toward  feasibility 
of  a  proposed  irrigation  enterprise  (2)  is  that  promoters  who  pro- 
pose to  expend  their  own  money  in  developing  the  country  shall  not 
be  required  to  submit  complete  proof  of  final  success  but  that  those 
who  ask  the  commission  to  authorize  bonds  for  sale  to  the  public, 
"  to  some  extent  on  the  faith  of  the  commission's  authorization,"^ 
must  demonstrate  feasibilitv. 


34        TECHNICAL  BULLETIN    17  7,   U.   S.   DEPT.   OF  AGRICULTUKB 

ACCOUNTING 

Utility  commissions  having  jurisdiction  over  irrigation  companies 
are  all  authorized  to  provide  for  uniform  systems  of  accounts  and 
annual  reports  and  in  several  States  are  specifically  empowered  to 
require  individual  companies  to  set  up  depreciation  accounts  to 
which  a  definite  portion  of  the  annual  income  is  chargeable. 

The  chief  purpose  of  a  uniform  accounting  system  is  to  provide 
the  commission  with  complete  and  accurate  information  regarding 
a  utility's  financial  transactions.  This  purpose  is  fully  realized  in 
case  of  an  old  utility  only  after  appraisal  of  its  properties,  due 
to  diversity  in  bookkeeping  methods  practiced  before  the  era  of 
commission  control.  Utilities  are  forbidden  to  keep  accounts  other 
than  those  prescribed  by  the  State  or  Federal  Government,  with 
the  obvious  design  of  preventing  falsification  of  accounts  for  rate- 
making  or  other  purposes.  Most  of  the  controversies  over  account- 
ing methods  have  arisen  over  allocation  of  expenditures  to  capital 
and  operating  accounts. 

The  depreciation  account  is  of  considerable  importance,  particu- 
larly to  a  company  operating  pumping  plants  or  other  equipment 
of  fairly  definite  life.  Commissions  in  rate  orders  almost  invariably 
estimate  the  amount  of  annual  depreciation  and  provide  in  the  rate 
set-up  for  an  annuity  to  cover  it,  which  must  be  expended  in  con- 
formity with  the  commission's  orders.  As  a  rule  this  annuity  may 
be  invested  in  extensions  and  betterments  to  the  company's  own  sys- 
tem, unless  the  commission  has  reason  to  doubt  the  good  faith  or 
good  judgment  of  utility  officers,  in  which  case  a  cash  depreciation 
reserve  fund  must  be  created.  Investing  in  the  business  operates 
to  the  company's  advantage,  for  it  permits  a  return  on  investment 
and  forms  the  basis  for  a  later  bond  issue  to  make  actual  replace- 
ments, whereas  a  cash  fund  yields  a  low  rate  of  interest  and  may 
necessitate  borrowing  at  a  higher  rate  on  short-term  notes  to  make 
replacements.  The  experience  of  some  irrigation  companies  has  been 
that  the  depreciation  annuity  has  necessarily  been  used  in  some  years 
to  make  up  operation  deficits,  the  companies  hoping  to  repair  their 
finances  before  replacements  should  become  necessary. 

WHAT  PUBLIC  REGULATION  HAS  ACCOMPLISHED 

Regulation  of  rates  and  service  of  utilities  has  grown  from  the 
public  demand  for  protection  against  unreasonable  charges  and 
practices  and  has  carried  with  it  protection  to  the  utilities  them- 
selves against  destructive  competition  and  continuance  of  unreason- 
ably low  contract  rates.'  So  far  as  irrigation  companies  are  con- 
cerned, public  regulation  has  been  of  possibly  greater  value  to 
utility  investors  than  to  consumers.  Thus,  while  it  is  decidedly  to 
the  advantage  of  consumers  to  have  the  irrigation  system  serving 
them  operated  satisfactorily,  which  can  not  be  done  if  rates  are  in- 
sufficient, and  while  their  water  supply  has  been  protected  in  more 
than  one  case  against  unwarranted  diversion  to  new  consumers, 
nevertheless  it  is  a  fact  that  irrigation-rate  revisions  have  usually 
been  upward  and  have  frequently  involved  nullification  of  inade- 
quate contract  rates.    Private-contract  companies,  faced  by  mount- 


COMMERCIAL   lEEIGATION    COMPANIES  35 

ing  operating  costs,  have  had  only  one  way  out — sale  of  the  system 
to  the  water  users  at  the  best  price  obtainable — but  public  utilities 
have  had  help  from  the  State  in  adjustments  to  meet  new  economic 
conditions.  Furthermore,  creditors  of  utilities  whose  securities  re- 
quire State  approval  benefit  to  whatever  extent  the  commission 
analyzes  the  necessity  for  and  the  soundness  of  the  issue.  Such 
analyses,  in  the  case  of  the  irrigation  companies  under  considera- 
tion, seem  to  have  been  beneficial  to  the  creditors. 

Kate  regulation  will  not  guarantee  6  or  8  per  cent  to  investors. 
It  is  simply  a  method  of  adjusting  charges  with  a  view  to  doing 
justice  to  utility  owners  and  farmers  alike,  and  is*  powerless  to 
effect  an  adequate  return  in  the  face  of  conditions  which  render  it 
uneconomic  or  impossible  for  farmers  to  pay  sufficiently  high  rates. 
Taking  the  industry  as  a  whole,  therefore,  public  regulation  has  not 
made  possible  a  desirable  return  on  irrigation  investments,  nor  has 
it  stimulated  the  growth  of  irrigation  utilities.  What  it  has  done, 
for  the  water  users,  has  been  to  improve  the  character  of  service  on 
a  number  of  irrigation  systems  and  to  protect  consumers  against 
discrimination  and  exploitation;  and  for  utility  owners,  to  make 
possible  a  continuance  in  operation  notwithstanding  existence  of 
ruinous  contract  provisions  and  to  effect  such  returns  as  existing 
•economic  conditions  have  justified. 


APPENDIX 

PROFITS  OF  CALIFORNIA  IRRIGATION  UTILITIES 

Table  2  has  been  compiled  from  all  published  annual  reports  of  the  California 
Railroad  Commission  in  order  to  show  aggregate  capitalization,  operating 
finances,  net  profits  and  losses,  and  dividends  declared  on  capital  stock,  of 
irrigation  utilities  in  that  State.  The  financial  condition  of  these  prepon- 
derant California  companies,  as  shown  in  this  table,  is  considered  quite  repre- 
sentative of  the  average  condition  of  irrigation  utilities  prevailing  throughout 
the  West. 

Table  2. — Aggregate  capitalisation,  operating  piances,  profits,  losses,  and 
dividends  of  irrigation  utilities  reporting  to  California  Railroad  Commission 
deriving  25  per  cent  or  more  of  total  water  revenue  from  sales  for  irrigation 


Year 


Capitalization 


All  compan- 


3aS 

o  ee  >• 
Eh 


Incorporated 
companies 


Unincorpo- 
rated com- 
panies 


^1 


Companies  reporting  net 
incomes 


!■- 

(-1 

—  .2 

03  ©  — 

eS  O  S 
«^| 

O  «3  > 

en 


1-1  -t-^ 

■fc:  o 


0  5  3 
O  (U  c 
OG® 


1913 

1914. 

1915 

1916 

1917 

1918 

1919... 

1920 

1921 

1922- 

1923 

1924... 

1925. 

1926 

Average 


Dollars 
26, 689, 098 
28,117,716 
32, 442,  752 
29,  932, 497 
26, 914,  705 
30, 134, 061 
31,337,114 
31, 045, 098 
30, 355, 087 
27,271,275 
27, 089,  796 
26,  254,  552 
27, 343, 294 
25, 692, 815 


Dollars 
25, 030, 178 
28, 117,  716 
32, 442,  752 
29, 932, 497 
26, 914,  705 
30, 134, 061 
30,  561, 889 
30, 269, 873 
29, 331, 265 
26, 263, 938 
25, 639, 768 

46  24, 856, 190 
51  25, 943, 875 

47  25,444,236 


Dollars 
1, 558,  920 


6128,608,561    55 


775, 225 
775, 225 
1, 023, 822 
1, 007, 337 
1,450,028 
1, 398, 362 
1,399,419 
248, 579 


Dollars 

1,  558, 512 
1, 410, 350 
1, 552, 267 
1, 622, 136 
1, 932,  527 
2, 012,  592 

2,  487,  260 
2,  231, 172 
2, 434, 097 
2,  397,  666 
2,344,161 
2,176,921 
2, 333, 682! 
2,170,596 


Dollars 
1, 173, 302 
1, 144, 412 
1, 158,  588 
1, 223,  782 
1, 353, 601 
1,581,390 
2,  024,  798 
2, 006,  502 
2, 235, 870 
1,929,711 
1,931,284 
1,  772, 877 
1, 900, 304 
1,  564, 583 


Dollars 
9, 668, 398 
7, 147, 070 
12, 509, 300 
20,  961, 400 
16,  531,  710i 
7, 266, 843  i 
6,917,609| 
7,  782, 123 
8,004,342 
7, 954, 100 
9, 138, 201 
8, 124,  593 
7,  986, 134 
7, 963, 285 


27, 920, 210 « 12  6 1,155, 210   2,047,424|  1,642,929 


28 


9, 853, 936 


Dollars 
233, 609 
389, 846 
372, 642 
570, 115 
545, 320 
435, 856 
579, 205 
374, 841 
317, 131 
387, 131 
693, 582 
456, 361 
400, 076 
190,  672 


424,734 


1  Exclusive  of  several  systems  owned  by  power  companies  whose  reported  balance  sheets  do  not  segregate 
the  irrigation  investment. 
«  Exclusive  of  years  1914  to  1920,  inclusive. 
7  This  figure  in  each  case  is  the  ratio  of  yearly  averages,  rather  than  the  average  of  yearly  ratios. 


36 


COMMERCIAL   lERIGATIOIT    COMPANIES  37 

Table  2. — Aggregate  capitaUzcUion,  operating  finances,  etc. — Continued 


Year 


1913 

1914 

1915 

1916. 

1917 

1918 

1919 

1920 

1921 ■ 

1922 

1923 

1924.... 
1925 

1926 ; 

Average. 


Companies  reporting  net 


o 


-§1 


15  bo 
O  m 


« 


Dollars 
16, 909, 350 
20, 958, 946 
19, 921, 752 

8, 959, 397 
10,382,995 
22, 867, 218 
24,419,505 
23, 262, 975 
22,  350,  745 
19,317,175 
17, 950,  795 
18, 129, 959 
19, 338, 160 
17,  729, 530 


33  18,' 


78 


Dollars 

312, 478 
348, 892 
253, 201 
333, 369 
149, 728 
296, 284 
451, 894 
486,  291 
441, 336 
238, 343 
269, 458 
393, 144 
257, 424 
183, 802 


315, 403 


a 
.s  « 

O  08 
■^  O 
C  1^ 
05  > 


Dollars 

-78,869 

40,954 

119,441 

236, 746 

395, 592 

139, 572 

127,311 

-111,450 

-124,205 

148, 788 

424, 124 

63, 207 

142,  652 

6,770 


109, 331 


S'2 


^-S- 


P.ct. 

-0.30 
.15 
.37 
.79 
1.47 
.46 
.41 

-.36 

-.41 

.55 

1.57 

.24 

.52 


Companies  paying  dividends 


I 
I      t 

H         s 


Dollars 
1,612,400 
1,197,550 
6, 106, 400 
1,500,000 
1,895,500 
1,613,000 
2, 513, 000 
2,  200, 000 
2, 182, 200 
2,000,000 
4,108,480 
2, 636, 367 
3, 776, 623 
3, 573, 000 


A5 


-..as 
rt  a  3 

Q  ^  S 


0-- w 
"■3  rt  o 


41  2, 636,  751     ^  72 


P.ct. 

95 
94 


Dollars 

147,  964 

96, 095 

118, 057 

107,815 

131,  564 

81,659 

106,  6871 

3  97, 849 

*  6, 893 

65, 339 

'367,  751 

92, 849 

89,  567 

123, 049 


Dollars 

72, 012 
79, 161 
111,836 
85,000 
130,  950 
130,  780 
110,390 
145,000 
69,110 
49,  610 
220,  962 
54,958 
73,  593 
78, 035 


116,653  100,814 


O  CO  S 

(4 


P.ct. 

4.47 
6.61 
1.83 
5.67 
6.91 
8.11 
4.39 
6.59 
3.17 
2.48 
5.38 
2.08 
1.95 
2.18 


7  3.82 


1  Exclusive  of  several  systems  owned  by  power  companies  wliose  reported  balance  sheets  do  not  segregate 
the  irrigation  investment. 

2  Minus  sign  (— )  denotes  excess  of  losses. 

3  1  company  reported  net  loss  of  $53,545.07;  not  deducted  fron#  total  net  incomes. 

*  2  companies  reported  net  losses  totaling  $95,781.45;  not  deducted  from  total  net  incomes. 
« 1  company  reported  net  loss  of  $504.52;  not  deducted  from  total  net  incomes.  ^ 

7  This  figure  in  each  case  is  the  ratio  of  yearly  averages,  rather  than  the  average  of  yearly  ratios. 

Many  companies  reporting  to  the  commission  sliowed  earnings  from  sales 
of  water  for  purposes  otlier  than  irrigation — such  as  commercial,  industrial, 
and  municipal  purposes — thus  necessitating  an  arbitrary  classification  of 
companies  for  inclusion  in  Table  2.  The  only  practicable  basis  of  segregation 
is  the  relative  volume  of  irrigation  sales;  and  as  several  important  irrigation 
systems  contribute  25  to  40  per  cent  of  the  total  water  revenue  of  companies 
owning  them,  the  criterion  followed  in  preparing  this  table  is  that  25  per 
cent  or  more  of  water  revenue  must  be  derived  from  irrigation  sales.  Com- 
paratively few  of  these  companies  derived  less  than  50  per  cent  of  water 
revenue  from  irrigation  sales.  There  were  5  such  companies  in  1926  and  15 
in  1919,  the  average  for  the  10  years  ended  with  1926  being  9  companies, 
or  about  15  per  cent  of  all  companies  included  for  those  years.  Fluctuations 
in  this  group  are  due  in  part  to  changes  in  relative  proportions  of  irrigation 
and  other  water  sales. 

Attention  is  called  again  to  the  fact  that  irrigation  utilities  and  domestic- 
water  utilities  are  not  to  be  confused.  Of  the  many  companies  in  California 
supplying  water  primarily  for  domestic  and  industrial  purposes,  those  appear- 
ing in  this  table  are  only  the  relatively  few  which  also  do  substantial  irriga- 
tion businesses.  Certain  of  the  more  important  ones  so  included  owe  their 
good  financial  condition  in  large  measure  to  existence  of  profitable  domestic- 
water  markets. 

Companies  reporting  to  the  commission,  l)ut  afterwards  shown  to  be  not 
under  their  jurisdiction,  are  not  included. 


EXPLANATION  OP  TABLE  2 

Figures  shown  for  total  capital  stock  do  not  necessarily  represent  actual 
value.  In  several  cases  heavy  unamortized  discounts  are  shown  In  reported 
balance  sheets  as  offsets  to  nominal  capitalization,  and  one  system  capitalized 
at    $10,000,000    was    subjected    to    foreclosure    In    1927    and    recapitalized   at 


ORGANIZATION  OF  THE 
UNITED   STATES  DEPARTMENT  OF  AGRICULTURE 

March  12,  1930 


Secretary  of  Agriculture Arthur  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension  Work C.  W.  Warburton. 

Director  of  Personnel  and  Business  Ad-     W.  W.  Stockbergeb. 

ministration. 

Director  of  Inform^ation M.  S.  Eisenhower. 

Solicitor E.  L.  Marshall. 

Weather  Bureau Charles  F.  Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dairy  Industry O.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Forest  Service R.  Y.  Stuart,  Chief. 

Bureau  of  Chemistry/  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey ,  Paul  G.  Redington,  Chief. 

Bureau  of  PuUic  Roads Thomas  H.  MacDonald,  Chief. 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief. 

Plant  Quarantine  and  Control  Admin-     Lee  A.  Strong,  Chief. 

istration. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Foody    Drug,    and   Insecticide   Adminis-    Walter  G.   Campbell,  Director  of 

tration.  Regulatory  Work,  in  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Barnett,  Librarian. 


This  bulletin  is  a  contribntion  from 

Bureau  of  PuUic  Roads ^—  Thomas  H.  MaoDonald,  Chief. 

Division  of  Agricultural  Engineering.  S.  H.  MoCbory,  Chief. 
40 


U.  S.  GOVERNMENT  PRINTING   OFFICE:  19S0 


Technical  Bulletin  No.  176 


May,  1930 


THE  CITRUS  RUST  MITE 
AND  ITS  CONTROL 


BY 

W.  W.  YOTHERS 

Entomologist 

and 

ARTHUR  C.  MASON 

dissociate  Entomologist 

Divinon  of  Tropical,  Subtropical,  and  Ornamental  Plant  Insects 

Bureau  of  Entomology 


United  States  Department  of  Agriculture,  Washington,  D.  C. 


Technical  Bulletin  No.  176 


May,  1930 


UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 
WASHINGTON,  D.  C. 


THE  CITRUS  RUST  MITE'  AND  ITS 
CONTROL 


By  W.  W.  YoTHERS,  Entomologist,  and  Arthur  C.  Mason,  Associate  Entomologist, 
Division  of  Tropical,  Subtropical,  and  Ornamental  Plant  Insects,  Bureau  01 
Entomology 


CONTENTS 


Page 

Introduction l 

Origin  and  distribution 2 

Systematic  history__. 2 

Economic  importance 3 

Host  plants 3 

Specific  preference 5 

Mites  mistaken  for  the  citrus  rust  mite 6 

Rust  mite  injury 7 

Injury  to  the  fruit 7 

Injury  to  the  leaves  and  branches 16 

Life  history  and  habits .". 17 

Methods  of  rearing 17 

The  egg 20 

The  larva 21 

The  adult 21 

Seasonal  history 26 

Methods  of  spread.. 27 

Distribution  on  nursery  stock 27 

Distribution  by  insects  and  birds "28 

Distribution  by  wind 28 

Distribution  by  crawling 28 

Natural  control 29 

Climatic  factors  influencing  the  number 

of  rust  mites 29 


Natural  control— Continued. 

Relation  to  site 32 

Insect  enemies 33 

Fungi 34 

Artificial  control 35 

Ineffective  insecticides 35 

Effect  of  sulphur  on  rust  mites 39 

Effect  of  weak  dilutions  of  lime-sulphur 

solutioij  on  rust  mites 41 

Efficiency  of  various  sulphur  compounds 

for  rust  mite  control 42 

Thoroughness  in  spraying  needed 46 

Time  to  spray 47 

Effect  of  rain  following  spraying  with 

lime-sulphur  solution 47 

Injury  following  the  use  of  lime-sulphur 

solution 48 

Dusting  with  sulphur  for  rust  mite  con- 
trol   49 

Summary 54 

Literature  cited 55 


INTRODUCTION 


Several  years  prior  to  1879,  Florida  orange  growers  were  very 
much  concerned  about  the  cause  of  russet  fruit.  Some  growers  were 
of  the  opinion  that  it  was  of  a  fungous  nature;  others,  that  it  resulted 
from  adverse  soil  conditions.  Perhaps  the  honor  of  discovering  the 
real  cause  of  russeting  belongs  to  J.  K.  Gates,  who  was  the  first  to 
find  the  mites  on  oranges  and  immediately  ascribed  russeting  to  their 
presence.  His  observation  was  probably  made  in  1878  or  1879.  He 
conveyed  the  information  to  W.  C.  Hargrove,  of  Palatka,  who  in  turn 
informed  T.  W.  Moore  {8,  jp.  133Y  of  their  discovery.  Mr.  Moore 
knew  that  William  H.  Ashmead  was  studying  the  insects  affecting 
the  orange,  so  he  took  up  the  matter  of  the  discovery  of  the  pest  with 
this  entomologist.  This  led  to  the  description  of  the  species  by 
Ashmead  {1 ) .     Considerable  experimenting  was  carried  on  by  Moore 


»  Phyllocoptes  oleivorus  (Ashm.);  order  Acarina,  family  Eriophyidae. 
2  Italic  numbers  in  parentheses  refer  to  "Literature  cited,"  p.  55. 

930G1— 30 1 


2  TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 

and  Ashmead  for  the  elimination  of  the  damage  caused  by  this  pest. 
Moore  found  that  a  decoction  of  tobacco  and  whale-oil  soap  was  very 
effective  if  applied  once  a  month  from  February  to  June.  No  refer- 
ence is  made  in  these  experiments  to  the  use  of  sulphur  as  a  remedy. 
In  1885  a  report  was  published  covering  the  most  exhaustive  study 
of  orange-infesting  insects  that  had  been  made  up  to  that  time.  This 
was  the  treatise  on  Insects  Affecting  the  Orange,  by  Hubbard  (7). 
Much  relating  to  the  life  history  and  habits  of  the  rust  mite  was 
found  out  by  Hubbard,  and  sulphur  was  mentioned  for  the  first  time 
as  a  most  satisfactory  remedy.  From  1885  until  the  present  investi- 
gation was  begun  very  little  of  importance  was  added  to  our  knowl- 
edge of  the  rust  mite. 

ORIGIN  AND  DISTRIBUTION 

In  all  probability  the  original  habitat  of  the  citrus  rust  mite  is 
southeastern  Asia,  where  citrus  trees  are  indigenous.  It  has  probably 
accompanied  its  hosts  from  their  original  home  to  many  other  citrus- 
growing  regions.  It  now  occurs  in  Florida,  Alabama,  Louisiana, 
Texas,  and  California,  and  has  been  found  on  citrus  trees  growing  in 
greenhouses  in  Philadelphia,  Pa.,  and  Marlboro  and  Niagara  Falls, 
N.  Y.  There  are  also  records  of  its  occurrence  in  Cuba,  Porto  Rico, 
Jamaica,  Bermuda,  Venezuela,  Yucatan,  Hawaii,  the  Philippine 
Islands,  Japan,  and  Australia. 

There  are  no  records  of  its  presence  in  the  citrus-growing  districts 
of  the  Mediterranean.  Penzig  {9,  p.  SSI)  stated  that  up  to  1887  it 
had  never  been  found  in  Italy.  F.  Silvestri  in  1923  wrote  in  a  letter 
that  he  had  never  seen  this  mite  there.  It  is  not  recorded  as  being 
present  in  South  Africa.  In  fact,  up  to  this  time,  it  has  not  been 
recorded  from  India,  although  without  doubt  it  is  present  there  and 
has  been  overlooked  owing  to  its  small  size. 

SYSTEMATIC  HISTORY 

The  rust  mite  was  first  described  by  Ashmead  (1)  in  1879  as 
Typhlodromus  oliioorus.  Pergande  determined  it  the  same  year  as  a 
species  of  Eriophyes.  The  genus  Typhlodromus  does  not  occur  in 
recent  literature  and,  according  to  Ewing  (4),  is  evidently  a  synonym 
of  Phytoptus  Dujardin  (1851),  which  in  turn  is  a  synonym  of  Eri- 
ophyes Siebold  (1851);  consequently  the  rust  mite  has  long  been 
placed  in  the  genus  Eriophyes.  Banks  (3)  first  called  the  mite 
Phyllocoptes  oleivorius,  and  other  authors  also  refer  to  it  as  Phyllo- 
coptes  (a  genus  erected  by  Nalepa  in  1889),  and  this  classification 
according  to  Ewing  is  correct,  since  only  half  of  the  abdominal  rings 
are  complete  rings. 

The  specific  name  has  been  referred  to  in  various  papers  as  oliioorus, 
oleiiorus,  oilivorus,  and  oil-livorus.  Although  it  was  first  described 
under  the  first-mentioned  spelling  Ashmead  a  year  later  (1880)  in  his 
Orange  Insects  {2,  p.  40)  speaks  of  it  as  Typhlodromus  oleivorus;  con- 
sequently this  earliest  emended  spelling  is  accepted  as  the  proper 
specific  name. 


THE    CITRUS    RUST   MITE    AND    ITS   CONTROL  6 

ECONOMIC  IMPORTANCE 

In  all  probability  the  rust  mite  ranks  third  (16,  p.  3)  among  the 
injurious  pests  on  citrus  in  Florida,  being  exceeded  in  amount  of 
damage  done  only  by  the  purple  scale  (Lepidosaphes  beckii  Newm.) 
and  the  citrus  white  fly  {Dialeurodes  citri  Ashm.),  and  the  total  loss 
sustained  by  the  industry  is  very  great.  It  is  present  over  the  entire 
citrus  belt  and  no  doubt  occurs  in  greater  or  less  numbers  on  every 
tree  in  the  State,  and  when  climatic  conditions  are  favorable  its  rapid 
rate  of  reproduction  enables  it  to  cause  great  damage  to  the  foliage 
and  fruit  in  a  very  short  time.  In  fact,  in  many  instances  fruit 
russets  before  the  grower  is  aware  of  the  presence  of  the  rust  mites 
in  injurious  numbers.  On  an  average,  more  than  50  per  cent  of  the 
fruit  is  more  or  less  injured  by  rust  mites.  This  lowers  the  grade, 
and  such  fruit  brings  from  25  to  50  cents  a  box  less  in  the  market 
than  normally  colored  fruit.  On  the  basis  of  a  16,000,000-box  crop, 
50  per  cent  of  which  would  be  russet  and  selling  for  25  cents  per  box 
below  the  standard  price,  the  loss  would  be  $2,000,000  annually.  To 
this  must  be  added  the  loss  due  to  the  devitalization  of  the  trees  by 
the  feeding  of  countless  mites  on  the  foliage. 

HOST  PLANTS 

The  citrus  rust  mite  infests  all  commercial  species  and  varieties  of 
citrus  grown  in  Florida.  The  host  plants  are  here  listed  in  the  order 
of  the  severity  of  infestation,  or  as  preferred  host  plants : 

Lemon  (Citrus  limonia). 

Lime  (C.  auraniifolia). 

Citron  (C.  medico). 

Grapefruit  (C.  grandis). 

Sweet  orange  (C.  sinensis). 

Sour  orange  (C.  aurantium) . 

Tangerine  (C  nobilis,  var.  deliciosa). 

Calamondin  {C.  mitis). 

Satsuma  (C.  nobilis,  var.  unshiu). 

Mandarin  (C  nobilis,  var.  deliciosa). 

Oval  kumquat  (Fortiinella  margarita). 

Round  kumquat  (F.  japonica). 

Meiwa  kumquat  (F.  crassifolia) . 

It  has  also  been  found  on  the  following  hybrids  and  other  miscel- 
laneous species  of  Rutacese: 

Natsumikan  11184-11337.3 

Siamelo  52007-1-8. 

Tangor  539. 

Tangelolo  47220. 

Citrangeejuat  48010- D-5. 

Faustrimedin  47431. 

Faustrime  49806. 

Eustis  limequat. 

Seedling  orange  Tample  11159. 

C haetospermum  glutinosa  7138. 

Cleopatra  orange  (C.  nobilis,  var.  deliciosa)  11338. 

No  rust  mites  were  found  on  the  following  species  of  Rutacese 
on  any  of  the  34  examinations  made  during  a  period  of  more  than  two 


»  The  numbers  are  those  given  to  each  variety  by  the  Division  of  Crop  Physiology  and  Breeding,  Bureau 
of  Plant  Industry,  U.  S.  Department  of  Agriculture. 


4  TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 

years:  Severinia  buxifolia,  Chalcas  exotica,  Toddalia  lanceolata, 
Glycosmis  pentaphylla,  and  Aeglopsis  chevalieri  (7633). 

Only  one  mite  each  was  found  on  Citropsis  schweinfurthii  (11260) 
and  Triphasia  trijolia  throughout  the  entire  two  years,  and  it  is  only 
reasonable  to  suppose  that  these  two  rust  mites  were  simply  blown 
from  some  of  the  near-by  infested  trees  and  were  merely  resting  on  the 
foliage.  All  of  the  above  species  were  planted  near  (less  than  10  feet 
from)  the  other  species  which  were  infested  with  rust  mites,  and  if  the 
rust  mite  could  maintain  itself  on  them  it  certainly  had  an  opportunity 
to  do  so. 

The  hybrids  and  species  of  Kutaceae  listed  in  Table  1  were  growing 
on  the  laboratory  grounds  at  Orlando,  Fla.,  and  examinations  were 
made  to  determine  the  presence  of  rust  mites  thirty-four  times  from 
May  25,  1920,  to  August  3,  1922.  The  mites  in  the  same  number  of 
half -inch  squares^  were  counted  for  each  species  on  each  date.  As  a 
usual  practice  5  squares  on  the  upper  surfaces  of  the  leaves,  5  squares 
on  the  lower,  and  5  squares  on  the  fruit,  if  any  were  present,  were 
counted.  The  numbers  of  rust  mites  found  in  the  34  examinations  are 
given  in  Table  1. 

Table  1. — Number  of  rust  mites  found  on  the  Rutacex  growing  in  the  laboratory 
grounds,  Orlando,  Fla.,  from  May  25,  1920,  to  August  3,  1922 


1920 

1921 

Variety 

May 
25 

June 
23 

Aug. 
26 

Oct. 
16 

Oct. 
30 

Nov, 
13 

Nov. 
27 

Dec. 
11 

Dec. 
27 

Jan. 

8 

Jan. 
27 

Feb. 

-     8 

Calamondin 

8 
3 
9 
17 
4 
22 
39 
6 

80 

23 

28 

142 

238 

204 

199 

18 

10 
135 

14 
6 

33 

21 
6 
0 

53 

17 

35 

9 

8 

1 

26 

1 

316 

80 

104 

381 

223 

97 

406 

1 

0 
0 
0 
0 
0 
0 
0 
0 

1 
0 
5 
0 
0 
0 
0 
0 

S 

1 
0 
0 
0 
0 

» 

0 
6 
0 
200 
0 
1 
0 
2 

0 

1 
0 

1 

0 
0 
0 
0 

0 
0 
0 
0 
0 
3 
0 
1 

n 

Faustrime 

0 

Natsumikan 

0 

Siamelo 

255 

Tangor 

0 

Kumquat 

0 

Seedling  orange  - . 

0 

Chaitospermum  glutinosa. . 
Meiwa _. 

0 

P.  LoloR.  L 

Cleo  11338... 

Total-. 

108 

932 

225 

150 

1,608 

0 

' 

1 

209 

2 

' 

255 

1921 

Variety 

. 

^ 

Mar. 

Mar. 

Apr. 

May 

May 

June 

June 

July 

July 

Aug. 

Aug. 

Sept. 

1 

24 

15 

2 

17 

1 

14 

5 

15 

2 

15 

1 

Calamondin 

0 

0 

2 

1 

1 

0 

2 

0 

1 

0 

2 

0 

Faustrime 

0 

0 

0 

0 

0 

0 

1 

0 

0 

0 

0 

0 

Natsumikan 

0 

0 

0 

0 

0 

48 

0 

7 

32 

0 

33 

1 

Siamelo 

4 

0 

0 

2 

5 

4 

150 

0 

2 

0 

0 

28 

Tangor 

66 

146 

12 

24 

112 

360 

583 

87 

18 

0 

15 

40 

Kumquat 

2 

0 

0 

0 

0 

5 

0 

1 

0 

1 

0 

7 

Seedling  orange. 

3 

1 

0 

0 

0 

31 

113 

1 

5 

104 

12 

4 

Chaitospermum  glutinosa.  . 

0 

0 

0 

0 

0 

2 

0 

0 

0 

0 

4 

1 

Meiwa .  .. 

27 
14 

89 

0 
1 
0 

0 
0 
0 

0 
0 
0 

0 

0 

211 

0 

P.  LoloR.  L.. 

0 

Cleo  11338 

59 

75 

Total 

147 

14 

27 

118 

450 

979 

97 

58 

105 

277 

140 

*  The  term  "square"  as  used  in  this  bulletin  denotes  an  area  one-half  inch  square  and  was  used  as  the 
standard  for  determining  the  relative  abundance  of  rust  mites  on  the  fruit  and  foliage  of  trees.  In  practice  a 
piece  of  paper  with  an  area  one-half  inch  square  cut  out  was  placed  over  the  leaf  or  fruit  and  all  the  mites 
within  the  square  counted. 


THE   CITRUS   RUST  MITE   AND    ITS   CONTROL  O 

Table  1. — Number  of  rust  mites  found  on  the  Rutaceae  growing  in  the  laboratory 
grounds,  Orlando,  Fla.,  from-May  25,  1920,  to  August  S,  1922 — Continued 


1921 

1922 

Total  num- 
ber of  mites 

Variety 

sept. 

nr- 

Oct. 
15 

Nov. 
1 

Nov. 
16 

Dec. 

1 

Dec. 

15 

Feb. 
21 

Apr. 
3 

Aug. 
3 

found  May 

25, 1920,  to 

Aug.  3,  1922 

Calaniondin 

0 
0 

7 

1 

85 

4 

() 

0 

6 

52 

76 

0 

6 

117 

248 

84 

135 

20 

0 

0 

4 

19 

5 

2 

44 

234 

72 

131 

22 

0 

70 

90 

15 

7 

0 

11 

9 

95 

82 

4 

0 

35 

63 

10 

28 

0 

10 

74 

404 

173 

1 

0 

96 

27 

2 

44 
0 

78 
143 
270 
103 

26 

114 

18 
6 

28 

0 

55 

59 

94 

196 

50 

0 

17 

27 

9 

0 
0 

17 

18 

78 

11 

1 

0 

31 

21 

0 

9 
0 

2 
2 

1 
1 
7 
0 
1 
2 
0 

4 

0 

89 

45 

77 

16 

147 

0 

97 

115 

41 

ro2 

Faustrime 

274 

NatsumikaD      . .  ..  .. 

747 

Siamelo -.. 

2,039 

Tangor.. 

3,229 

Kumquat 

1,217 

Seedling  orange 

1,234 

Chaitospermuiu  glutinosa.. 

37 
494 

P.  LoloR.  L 

434 

Cleo  11338 

537 

Total          

237 

633 

685 

316 

815 

803 

535 

177 

25 

631 

10, 844 

Note. — During  the  period  covered  by  the  examinations  the  trees  were  sprayed  as  follows:  June  23, 1920, 
lime-sulphur  solution,  1-66;  Nov.  2,  1920,  1  per  cent  oil  emulsion;  June  15,  1921,  1  per  cent  oil  emulsion; 
July  28, 1921,  some  trees  were  sprayed  with  1  per  cent  oil  emulsion. 

The  development  of  the  rust  mites  on  these  plants  was  checked  by 
the  several  sprayings.  On  June  23,  1920,  a  spraying  was  given  with 
lime-sulphur  solution,  following  which  the  mites  did  not  get  abundant 
in  July,  so  no  count  was  made.  On  October  30,  however,  the  mites 
were  quite  abundant,  but  an  application  of  lubricating-oil  emulsion, 
made  on  November  2  for  scale  insects  and  white  flies,  was  also  effec- 
tive in  killing  the  mites.  Another  spraying  with  oil  emulsion  on  June 
15,  1921,  for  scale  insects  and  white  flies  also  greatly  reduced  the  num- 
ber of  rust  mites.  During  the  spring  of  1922  a  very  severe  drought 
occurred  from  February  until  May,  and  the  rust  mites  did  not  become 
abundant  during  this  period. 

The  results  of  these  examinations  certainly  indicate  that  the  nearer 
the  species  and  hybrids  are  to  a  true  citrus,  the  more  favorable  the 
rust  mite  finds  the  food  supply.  The  tangor,  a  cross  between  the 
tangerine  and  the  sweet  orange,  was  the  most  favorable  host  plant. 
The  siamelo,  which  is  a  cross  between  the  King  orange  and  the  grape- 
fruit, was  the  second,  and  the  seedling  orange  and  kumquat  were  also 
favorable  hosts.  It  is  very  doubtful  whether  Chaitospermum  glutinosa 
should  be  considered  a  true  host  plant  since  so  few  mites  were  found 
on  it. 

SPECIFIC  PREFERENCE 

The  citrus  rust  mite  infests  lemon  more  severely  than  any  other 
host,  and  grapefruit  much  more  severely  than  it  does  orange.  From 
June  4  to  8,  1923,  three  counts  were  made  of  the  rust  mites  in  an  equal 
number  of  half-inch  squares  on  grapefruit  and  orange  trees  growing  in 
adjoining  rows.  There  were  one  and  two-thirds  times  as  many  mites 
on  the  grapefruit  as  there  were  on  the  orange  trees.  The  infestation 
records  of  rust  mites  on  the  check  trees  during  the  spraying  work 
of  several  years,  covering  all  seasons,  show  three  and  one-half  times 
as  many  mites  on  grapefruit  as  on  orange.  Probably  on  an  aver- 
age, year  after  year,  the  infestation  is  about  three  times  as  severe 
on  grapefruit  as  it  is  on  orange.  The  infestation  is  much  less  severe 
on  tangerine  than  it  is  on  orange. 


6  TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 

MITES  MISTAKEN  FOR  THE  CITRUS  RUST  MITE 

In  so  far  as  is  known  there  is  only  one  species  of  rust  mite  attacking 
citrus  in  Florida,  and  consequently  any  Phyllocoptes  mite  found  there 
is  undoubtedly  the  rust  mite  which  causes  the  enormous  damage  to  the 
foliage  and  fruits.  There  are,  however,  several  species  of  mites,  some  of 
them  closely  related,  found  on  plants  and  shrubs  growing  in  and  near 
citrus  groves,  which  could  easily  be  mistaken  for  the  citrus  rust  mite. 

A  mite  that  feeds  on  maiden  cane  resembles  the  citrus  rust  mite 
more  closely,  perhaps,  than  any  other  species  observed  thus  far.  It  is 
lighter  in  color,  more  transparent,  and  considerably  larger,  but,  like 
the  citrus  rust  mite,  it  does  not  make  a  gall.  The  eggs,  larvae,  and 
adults  may  be  found  on  the  host  plant  in  May,  June,  and  July.  It 
could  not  be  found,  however,  early  in  October.  Both  mites  evidently 
reach  their  period  of  maximum  infestation  at  about  the  same  time. 
It  was  first  observed  in  1919  at  Plymouth,  Fla.,  and  since  that  time  in 
Orlando  and  south  of  Orlando,  and  about  many  other  groves.  Several 
attempts  were  made  to  transfer  these  mites  to  leaves  of  citrus  trees 
under  observation,  but  in  all  cases  the  mites  remained  only  a  day  or 
two  and  then  disappeared. 

In  1914  a  mite  resembling  the  citrus  rust  mite  was  reported  by 
the  writer,  on  roses  (13).  It  is  pinkish  or  lavender  in  color  and  per- 
haps somewhat  smaller  than  the  citrus  rust  mite.  It  also  does  not 
make  a  gall.  Eggs,  larvae,  and  adult  mites  are  present  on  the  foliage 
most  abundantly  about  the  1st  of  June,  but  soon  after  that  it  largely 
disappears.  While  present  in  great  abundance,  it  does  not  seem  to 
cause  serious  injury  to  the  plant  beyond  the  crinkling  of  the  young 
leaves  in  some  cases.  On  the  theory  that  these  might  be  the  same 
mites  which  infest  citrus  trees,  some  experiments  were  made  to  de- 
termine whether  the  citrus  rust  mite  could  live  on  rose  foliage.  Sev- 
eral mites  were  transferred  to  the  rose  bushes,  and  some  of  them  lived 
for  two  or  three  days,  but  they  were  unable  to  maintain  themselves 
there,  and  most  of  them  disappeared  within  a  day.  Subsequent  exam- 
inations have  shown  that  the  rose  mite  is  distinctly  different  although 
superficially  resembling  the  citrus  rust  mite. 

Several  of  the  gall-forming  mites  also  resemble  the  rust  mite  very 
closely  both  in  size  and  general  appearance.  Although  gall  forming 
is  characteristic  of  the  Eriophyidse  as  a  class,  the  citrus  rust  mite  is 
one  of  the  few  exceptions  in  the  family.  Some  of  these  gall-forming 
mites  were  observed  on  trees  around  citrus  groves.  A  gall-making 
mite  infesting  persimmon  is  usually  present  in  great  abundance  in 
late  May,  June,  and  July,  but  it  is  not  known  how  it  passes  the  winter, 
as  the  persimmon  sheds  its  foliage.  There  is  also  a  gall-forming  mite 
found  on  sumac.  This  mite  is  present  in  great  abundance  in  May  and 
June  crawling  over  the  foliage.  In  August  it  appears  to  be  only  on 
the  inside  of  the  galls.  In  October  the  galls,  of  course,  are  present, 
but  examinations  showed  no  mites  within. 

Free-feeding  mites  have  also  been  found  on  a  briar,  a  bamboo,  and 
a  native  plant  resembling  the  rubber  plant,  but  since  only  single 
specimens  were  observed  no  data  relating  to  them  are  available. 

Although  little  is  known  of  the  biology  of  these  various  species  of 
mites  it  is  most  interesting  and  remarkable  that  they  reach  the  period 
of  maximum  infestation  at  about  the  same  time  as  does  the  citrus  rust 
mite  and  then  disappear.  It  may  be  that  these  species  are  attacked 
by  the  same  fungus  that  attacks  the  citrus  rust  mite. 


THE    CITRUS    RUST   MITE    AND    ITS   CONTROL  7 

RUST-MITE  INJURY 

INJURY  TO  THE  FRUIT 

NATURE  OF  INJURY 

The  rust  mite,  being  possessed  of  piercing  mouth  parts,  punctures 
the  epidermal  cells  of  the  rind  of  the  fruit.  This  injury,  when  exces- 
sive, destroys  the  outer  layers  of  cells,  as  shown  in  Figure  1,  B.    This 


»k  /)} 


Figure  l.— Magnified  section  of  grapefruit  rind:  A,  Normal  cellular  structure;  B,  cellular  struc- 
ture showing  flattened  epidermal  cells  after  severe  injury  that  has  produced  "shark  skin" 

illustration  shows  that  the  outer  layers  of  epidermal  cells  have  been 
largely  flattened  or  destroyed.  It  will  be  noticed  (fig.  1,  A)  that  the 
epidermal  cells  of  the  normal  grapefruit  are  more  or  less  rectangular 
in  shape  and  are  much  thicker  than  the  cells  of  the  injured  fruit. 

When  this  injury,  in  the  case  of  orange,  is  only  slight  the  blemish  re- 
sults in  a  grade  of  fruit  known  as  ''golden."     If  it  is  very  severe  when 


8  TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 


Figure  2.— Severe  injury  by  rust  mites  known  as  "sharlc  skin":  A,  On  lemons;  B,  on  grapefruit,  X  2 


Technical  Bulletin  176,  U.  S.  Dept.  of  Agriculture 


PLATE   1 


lRN   offset  INC  .B* 


Oranges  Injured  by  Feeding  of  Rust  Mites 

A,  Type  of  severe  injury  known  as  "  black  russet." 

B,  Less  severe  injury  known  as  "russet." 


THE    CITRUS   RUST   MITE    AND    ITS    CONTROL  9 

the  fruit  is  young  ''black  russet"  develops.  (PL  1,  A.)  When  it  is 
quite  severe  but  does  not  cover  all  the  rind  it  is  known  as  ''russet." 
(PL  1,  B.)  The  same  term  can  be  applied  with  reference  to  injury  on 
grapefruit  excepting  that  when  the  rust-mite  injury  is  excessive  on  young 
fruit  it  develops  into  what  is  known  as  ' '  shark  skin.' '  (Fig.  2,  B.)  When 
grapefruit  or  lemons  are  thus  injured,  the  epidermal  cells  can  be  turned 
back  and  peeled  off.  (Fig.  2.)  In  many  instances  the  presence  of 
thousands  of  rust  mites  on  a  single  fruit  stunts  its  growth  and  pre- 
vents it  from  developing  into  a  normal  fruit.  These  stunted  fruits 
are  very  small  and  are  practically  all  rind.  The  rind  of  both  russet 
oranges  and  russet  grapefruit  and  of  shark-skin  grapefruit  is  much 
thicker  than  it  is  on  normal  fruit;  in  fact,  excessive  injury  from  rust 
mites  produces  fruit  which  might  be  termed  citrus  galls.     (Fig.  3.) 

Until  the  last  few  years  the  blemish  known  as  "tear  stain"  (fig.  4) 
was  thought  to  be  due  to  a  fungous  disease,  but  it  is  now  known  to  be 
the  result  of  rust-mite  attack  {11). 

PROOF  THAT  THE  INJURY  IS  CAUSED  BY  RUST  MITES 

Although  it  is  universally  believed  by  citrus  growers  that  russeting 
is  caused  by  rust  mites,  some  experiments  were  carried  on  to  furnish 
positive  proof  that  such  was  the  case.  On  July  5,  1919,  several 
designs  were  painted  with  pure  lime-sulphur  solution  on  fruits  heavily 
infested  wdth  the  rust  mite.  The  lime-sulphur  solution  killed  the 
rust  mites  upon  the  surface  of  the  orange  where  it  was  placed,  leaving 
the  rest  of  the  fruit  to  be  attacked  by  the  mites.  These  fruits  were 
picked  on  March  19,  1920.  Some  of  the  lime-sulphur  designs  showed 
very  distinctly,  while  in  other  cases  they  appeared  as  bright  spots. 
The  lime-sulphur  in  some  cases  no  doubt  killed  the  mites  at  a  con- 
siderable distance  from  the  design,  which  accounted  for  the  appear- 
ance of  a  bright  spot  instead  of  the  distinctive  design.  In  some 
cases,  however,  letters  painted  on  the  fruit  showed  very  distinctly  as 
bright  lines  on  the  russeted  fruit.  This  experiment  certainly  shows 
that  russeting  follows  the  feeding  by  rust  mites,  and,  further,  that  one 
part  of  an  orange  may  be  protected  so  as  to  be  bright  while  the  rest 
of  it  may  become  russeted. 

ATTEMPTS  TO  PRODUCE  ARTIFICIAL  RUSSETING 

Since  rust  mites  puncture  the  skin  of  the  orange  it  was  thought  that 
some  artificial  means  could  be  used  to  imitate  the  work  of  the  mite  and 
thereby  produce  at  will  the  russeting  as  well  as  the  severe  form  of 
injury  known  as  shark  skin  on  grapefruit.  On  December  20,  1916, 
half  of  the  several  fruits  were  hit  with  the  bristles  of  a  stiff  hairbrush. 
Over  other  fruit  the  hairbrush  was  rubbed  quite  vigorously.  In  both 
instances  it  was  quite  evident  that  several  oil  cells  had  been  punc- 
tured, as  the  odor  of  the  oil  could  be  very  readily  detected.  A  heavy 
rain  fell  eight  hours  afterward.  By  February  8,  1917,  no  injury 
resembling  in  the  slightest  degree  rust-mite  injury  had  developed. 
Severe  spots  had  resulted  on  some  of  the  fruit.  A  freeze  on  February 
2  had  caused  most  of  the  fruit  to  fall,  so  a  complete  record  was  not 
available. 

93061—30 2 


10        TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 

Again,  on  May  23,  other  experiments  were  conducted  to  imitate  the 
rust-mite  injury.  The  fruits  were  about  1  inch  in  diameter  and  were 
pricked  with  a  hairbrush  having  stiff  bristles.     On  June  8  these  fruits 


Figure  3.— Grapefruit  cut  open  to  show  effect  of  rust-mite  injury:  A,  A  normal,  uninjured  fruit; 
B,  injured  fruit  showing  the  thickened  skin  and  the  smaller  size  of  the  fruit  which  contains  prac- 
tically no  juice 

were  showing  rust  wherever  the  oil  cells  of  the  skin  were  broken  by 
the  bristles.  As  a  general  thing  the  injury  w^as  coarse  and  in  spots  and 
did  not  in  the  slightest  degree  resemble  that  of  rust  mites.     On  June 


THE   CITRUS  RUST  MITE   AND    ITS   CONTROL 


11 


Figure  4.— Grapefruits  showing  the  results  of  infestation  by  rust  mites:  A,  An  example  of  what 
may  be  termed  "multiple  tear  stain";  B,  a  fruit  showinga  form  more  distinctly  marked.  These 
variant  types  of  injury  are  frequently  observed.  One  side  of  the  fruit  may  be  severely  russeted 
aud  the  other  side  bright  or  tear  stained 


12         TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 

5,  1918,  the  entire  surface  of  25  oranges  and  only  half  of  the  surface 
area  of  25  additional  fruits  were  struck  with  the  bristles  of  a  tooth- 
brush. On  December  1,  1918,  44  of  these  fruits  were  picked.  Not  a 
single  one  had  a  blemish  resembling  the  rust-mite  damage;  in  fact  the 
injury  was  purely  mechanical. 

Additional  experiments  were  carried  on  in  1922  with  grapefruit 
which  were  about  4  inches  in  diameter,  and  some  June-bloom  fruits 
1  inch  in  diameter  were  also  used.  Distilled  orange  oil  was  put  on  the 
fruit  with  an  atomizer.  Twenty  minutes  after  this  oil  was  sprayed  on 
the  fruits  they  showed  brown  spots  where  the  oil  had  hit  them. 
Those  in  the  sun  showed  more  pronounced  burning  than  those  in  the 
shade.  On  the  following  day  the  fruit  showed  severe  injury.  The 
larger  grapefruit,  and  lemons  similarly  treated,  had  dark-brown  areas 
where  the  oil  came  in  contact  with  the  rind.  Some  of  the  leaves  also 
were  injured  and  had  dead  spots  in  them.  The  young  grapefruit  were 
black  and  deformed  from  the  effects  of  the  oil.  On  July  14,  three 
days  after  the  experiment  was  started,  all  the  fruits  were  brown,  and 
the  injury  very  severe.  On  July  17  one  fruit  had  turned  yellow  and 
had  dropped  off.  The  others  were  badly  injured  and  were  starting 
to  decay.  Gum  exuded  from  the  brown  areas.  On  July  20  the  fruits 
had  all  dropped  or  were  yellow  and  badly  deformed. 

Another  experiment  was  conducted  to  show  the  effects  of  oil  on 
fruit.  Six  more  fruits — lemons  and  grapefruit — were  sprayed  with 
the  distilled  orange  oil,  the  atomizer  being  held  10  or  12  inches  from 
the  fruit  and  the  oil  sprayed  into  the  air  and  allowed  to  drift  on  to  the 
fruits.  In  this  way  only  a  very  small  quantity  of  spray  hit  the  fruit. 
On  the  following  day  no  injury  whatever  could  be  seen  on  the  fruit. 
On  July  17  some  of  the  fruits  were  sprayed  for  the  second  time,  and 
also  some  new  fruits  w^ere  sprayed.  On  the  following  day  none  of  the 
fruit  showed  any  effect  whatever  of  the  oil.  As  late  as  August  16  the 
fruit  sprayed  lightly  with  orange  oil  showed  no  injurious  effects. 

Several  other  methods  were  used  in  attempting  to  produce  an 
injury  similar  to  rust-mite  injury.  In  June,  1921,  green  oranges 
were  ground  up  with  a  meat  grinder,  and  some  of  this  pulp  was 
bound  on  several  oranges  with  oil  paper  and  left  for  24  hours.  This 
produced  no  injury.  Other  oranges  were  dipped  in  the  juice  of  these 
ground  oranges  for  periods  ranging  from  10  seconds  to  2  minutes, 
with  no  resulting  injury.  On  August  15,  1922,  a  slice  of  black  walnut 
was  rubbed  over  several  fruits,  and  no  injury  resulted.  Fruits  dipped 
in  a  dilution  of  5  c.  c.  of  sulphuric  acid  to  50  c.  c.  of  water  fell  off 
without  developing  any  russet.  In  another  experiment  the  pulp  of 
ground  oranges  was  spread  on  the  fruit  and  no  damage  resulted. 
On  July  17,  1922,  a  great  many  designs  were  made  on  fruit  by  punc- 
turing the  oil  cells  with  a  very  fine  needle,  so  that  the  contents  ran 
out  over  the  surface  of  the  fruit.  After  24  hours  the  designs  on  the 
fruit  showed  up  very  distinctly,  somewhat  resembling  rust-mite 
work,  but  they  were  very  coarse.  At  the  end  of  three  days  they 
were  much  more  noticeable,  but  they  were  then  entirely  too  coarse 
to  resemble  rust-mite  work.  Various  substances,  such  as  pumice 
stone  or  fine  sandpaper,  have  been  tried,  but  all  these  materials  were 
so  coarse  that  the  injury  resulting  did  not  resemble  rust-mite  injury 
in  the  slightest  degree. 


The  citrus  rust  mite  and  its  control  13 


EFFECT  OF  THE  INJURY 

LOWERING  OF  THE  GRADE 


The  blemish  caused  by  the  presence  of  rust  mites  lowers  the  grade 
of  the  fruit.  This  has  been  discussed  in  considerable  detail  by  the 
senior  author  {15,  p.  8),  who  showed  that  during  the  winter  of  1915-16 
there  was  approximately  13  per  cent  of  first-grade,  41  per  cent  of 
second-grade,  and  46  per  cent  of  third-grade  fruit  shipped  from 
Florida.  It  was  also  shown  that  by  controlling  the  rust  mite  with 
lime-sulphur  solution  the  grade  of  fruit  was  raised  in  several  groves, 
so  that  35  per  cent  was  shipped  as  first  grade,  50  per  cent  as  second, 
and  the  remaining  as  third  and  fourth  grades. 

REDUCTION    OF   THE    SIZE    OF    FRUITS 

The  injury  following  rust-mite  feeding  prevents  the  fruit  from 
attaining  its  normal  size.  In  just  what  manner  this  is  accomplished 
is  not  known,  except  that  it  is  due  to  injury  of  the  epidermal  cells. 
This  reduction  in  size  has  also  been  discussed  by  the  senior  author 
{15,  p.  8).  It  was  shown  that  the  russet  fruit  is,  on  the  average, 
about  12 K  per  cent,  or  one  size,  smaller  than  bright  fruit. 

INCREASE    OF    EVAPORATION    OF   THE    WATER    CONTENT 

It  is  well  known  that  russet  fruit  becomes  wrinkled  in  appearance 
in  a  very  short  time  after  it  has  been  taken  from  the  trees.  The 
results,  so  far  as  available,  show  that  the  percentage  of  evaporation 
of  the  water  content  from  russet  fruit  is  about  twice  as  great  as  that 
from  bright  fruit  {15,  p.  12). 

SUNBURN 

It  is  well  known  that  when  russet  oranges  are  left  on  the  trees 
until  late  spring  quite  a  large  number  of  them  are  rendered  unmar- 
ketable because  of  the  effect  of  the  sun  on  the  rind.  Since  the  normal 
protection  of  the  rind  has  been  destroyed  by  the  rust  mites,  the  hot 
sun  breaks  down  the  oil  cells  over  a  considerable  area  of  the  part 
turned  toward  the  sun,  and  a  large  black  spot  develops.  In  some 
instances  this  affects  a  considerable  portion  of  the  crop,  depending, 
of  course,  upon  the  time  the  fruit  is  picked.  The  later  in  the  season 
the  greater  the  damage.  , 

MORE    RAPID    DECAY 

Experiments  which  showed  that  russeted  fruit  decayed  more  rapidly 
than  bright  fruit  were  carried  on  by  the  senior  author  {15).  In  addi- 
tion to  these,  other  experiments  were  conducted  from  February  1  to 
April  15,  1919.  One  hundred  bright  fruit  and  one  hundred  russet 
fruit  were  put  in  pasteboard  plates,  which  were  then  placed  on  shelves 
in  the  laboratory.  The  bright  fruits  were  not  what  would  be  termed 
absolutely  bright,  and  the  russets  were  affected  to  a  greater  or  less 
extent  by  other  blemishes  than  those  caused  by  rust  mites,  although 
an  attempt  was  made  to  select  fruit  affected  only  with  rust-mite 
injury.  Careful  examinations  were  made  of  all  fruits  used  in  the 
experiment  so  as  to  select  only  fruit  free  from  mechanical  injury. 


14         TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 

This  will  account,  perhaps,  for  the  small  quantity  of  blue  mold 
which  developed  during  the  experiment.  The  results  of  the  exami- 
nations which  were  made  from  time  to  time  are  given  in  Table  2. 

Table  2. —  Rapidity  of  decay  in  russet  fruit  and  bright  fruit  {100  of  each)  picked 

February  1,  1919 


Date  of 
examination 

Number  of  bright 

fruit  decayed 

from— 

Number  of  russet 

fruit  de(!ayed 

from— 

Blue 
mold 

Stem-end 
rot  • 

Blue 
mold 

Stem-end 
rot  1 

Feb.  12* 

2 
3 
0 
5 
0 
0 
0 
0 
0 
0 
0 

0 
0 
6 
6 
1 
3 
5 
4 
9 
12 
14 

0 
0 
0 
0 
0 
0 
0 
0 
0 
0 
0 

0 
0 

21 

12 
3 
4 

18 
6 
7 

10 
f) 

Feb. 19     

Mar.  1 

Mar.  10 .- 

Mar.  13 

Mar.  18 

Mar.  20 

Mar.  27 

Mar.  31 

Apr.  5      

Apr.  15       

Total 

10 

60 

0 

87 

1  Phomopsis  citri. 

2  All  russet  fruits  were  shriveled  on  this  date. 


At  the  end  of  one  month  only  6  per  cent  of  the  bright  fruit  had 
decayed  from  stem-end  rot  while  21  per  cent  of  the  russet  fruit  had 
decayed.  At  the  end  of  two  and  one-half  months  60  per  cent  of  the 
bright  and  87  per  cent  of  the  russet  fruit  had  decayed  from  stem-end 
rot.  It  may  be  that  some  of  this  decay  was  brought  about  by  the 
fruit  being  affected  with  melanose  russet  instead  of  rust-mite  russet. 
Every  possible  effort,  however,  had  been  made  to  select  only  fruit  that 
showed  rust-mite  injury  instead  of  melanose  russet.  The  russet  fruit 
shriveled  up  much  faster  than  did  the  bright  fruit. 

CHEMICAL  ANALYSES  OF  BRIGHT  AND  RUSSET  ORANGES 

There  is  an  almost  universal  belief  that  russet  fruit  is  sweeter  than 
the  bright  or  natural-colored  fruit.  As  to  the  origin  of  this  belief,  the 
writer  has  no  explanation  to  offer  other  than  that  the  russet  fruit  is 
seldom  sold  before  the  holidays;  hence  it  is  never  eaten  before  it  has 
had  ample  time  to  ripen,  so  no  russet  fruit  is  ever  sour.  Bright  fruit 
is  usually  sold  early  in  the  season,  and  therefore  may  not  have  had 
time  to  mature  fully.' 

As  far  as  is  known  no  analyses  of  bright  and  russet  fruit  had  been 
previously  made  so  that  these  could  be  compared.  It  was  thought 
advisable  therefore  to  make  analyses  of  these  two  classes  of  fruit  to 
determine  if  this  belief  had  any  foundation  in  fact. 

The  analyses  were  made  by  the  division  of  drug,  poisonous,  and 
oil  plants,  Bureau  of  Plant  Industry.  The  results,  corrected  for 
temperatures,  are  given  in  Table  3. 

The  bright  and  russet  fruit  in  the  first  half  of  the  table  were  taken 
from  two  seedling  orange  trees  in  the  same  grove,  the  former  having 
been  sprayed  with  lime  sulphur  the  previous  July  and  the  latter  left 
unsprayed  throughout  the  entire  season.     The  grove  treatment  was 


THE    CITRUS   RUST   MITE  "AND    ITS   CONTROL 


15 


the  same  for  both  trees  excepting  that  the  tree  of  bright  fruit  had 
received  some  stable  manure  a  year  or  more  before  the  date  of  the 
analyses.  The  commercial  fruits  were  taken  from  the  packing  house 
and  had  been  graded  by  the  packing-house  grader.  Twelve  fruits 
were  used  for  each  test  on  each  date. 

Table  3. — Difference  in  soluble  solids  and  anhydrous  citric  acid  in  bright  and 

russet  oranges,  Orlando,  Fla. 

BRIGHT  FRUIT  TAKEN  FROM  TREE 


Ratio  of 

Date 

Date 

Anhydrous 

Soluble 

anhydrous 
citric  acid 
to  soluble 

picked 

analyzed 

citric  acid 

solids 

solids 

1917 

1917 

Per  cent 

Per  cent 

Nov.  1 

Nov.  10 

1.22 

9.93 

1-  8. 14 

Nov.  10 

do 

1.07 

9.20 

1-  8.  60 

Nov.  20 

Nov.  23 

1.19 

10.50 

1-  8.  82 

Nov.  30 

Nov.  30 

1.29 

10.50 

1-  8. 14 

Dec.  30 

Dec.  20 

1.22 

11.52 

1-  9.  44 

Dec.  20 

-  —  -do- 

1.19 

11.27 

1-  9.  47 

Dec.  30 

Dec.  30 

1.03 

11.52 

1-11.18 

RUSSET  FRUIT  TAKEN  FROM  TREE 


Nov.  1 

Nov.  10--- 

1.39 

10.  50 

1-  7.  55 

Nov.  10 

do 

1.26 

9.93 

1-  7.88 

Nov.  20 

Nov.  23..-. 

1.31 

10.50 

1-  8.  01 

Nov.  30 

Nov.  30--- 

1.44 

10.  50 

1-  7.29 

Dec.  10 

Dec.  20 

1.44 

12.22 

1-  8.  48 

Dec.  20 

do 

1.46 

12.41 

1-  8. 50 

Dec.  30 

Dec.  30 

1.10 

11.52 

1-10.  47 

BRIGHT  FRUIT  TAKEN  FROM  PACKING  HOUSE 


Nov.  10 1  Nov.  12... 

Nov.  23 I  Nov.  23... 

Nov.  30 !  Nov.  30... 

Dec.  20. Dec.  20.... 


0.97 

8.82 

1-9.09 

1.50 

11.90 

1-7.93 

1.43 

11.68 

1-8. 17 

1.22 

11.52 

1-9.44 

RUSSET  FRUIT  TAKEN  FROM  PACKING  HOUSE 


Nov.  10 
Nov.  20 
Nov.  30 
Dec.  20. 


Nov.  12 

Nov.  23.  ... 

Nov.  30 

Dec.  20 


1.92 

10.24 

1-5. 33 

1.82 

10.  97 

1-6.03 

1.45 

10.70 

1-7.38 

1.3. 

11.68 

1-8. 91 

BRIGHT  AND  RUSSET  FRUIT  FROM  THE  SAME  SEEDLING  TREE 

Bright 


Nov.  5 

Nov.  5 

1.73 

10.72 

1 
1-6.20 

Russet 


Nov.  5 

Nov.  5 

1.70 

9.77 

1-5.  75 

The  total  soluble  solids  in  the  bright  fruit  from  trees  were  less  than 
those  in  the  russet  fruit  in  four  analyses  and  equal  in  three,  and  the 
anhydrous  citric  acid  was  less  in  the  bright  fruit  in  all  tests.  Owing 
to  the  larger  quantity  of  acid  in  the  russet  fruit  the  proportion  of  acid 


16         TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 

was  less  in  the  bright  fruit  in  every  test.  In  the  commercial  bright 
fruit  the  total  soluble  solids  were  greater  than  they  were  in  the  russet 
in  two  tests  and  less  in  two  tests.  These  russets  also  had  a  greater 
quantity  of  citric  acid  than  the  commercial  brights,  which  caused 
every  test  to  show  a  lower  proportion  of  acid  in  the  bright  than  in  the 
russet  fruit. 

The  russet  fruit  picked  November  20,  1917,  was  much  more  tart 
than  the  bright.  The  commercial  russets  were  extremely  tart,  very 
sour,  and  not  fit  for  use. 

The  juice  of  the  bright  fruit  taken  from  the  packing  house  on 
November  30  was  much  better  flavored  and  considerably  sweeter,  than 
that  of  the  russet.  The  same  was  true  of  the  sprayed  and  unsprayed 
fruit. 

On  December  20  the  same  was  found  true  of  both  the  fruit  from  the 
grove  and  from  the  packing  house. 

Another  analysis  was  made  on  November  5,  1919,  by  H.  D.  Poore  of 
the  then  Bureau  of  Chemistry.  The  samples  of  fruit  were  picked  from 
a  seedling  tree. 

It  will  be  seen  that  the  russet  fruit  is  not  so  sweet  as  the  bright 
fruit  even  though  from  the  same  tree.  The  foregoing  analyses  show 
that  the  rust-mite  injury  retards  the  ripening  to  a  considerable  ex- 
tent. Toward  spring,  after  considerable  of  the  water  content  has 
evaporated  through  the  rind  of  the  russet  fruit,  the  ratio  of  the  sugar 
content  to  acid  content  may  be  much  greater  and  therefore  such  fruit 
may  be  really  sweeter. 

INJURY  TO  THE  LEAVES  AND  BRANCHES 

INJURY  TO  THE  LEAVES 

The  rust  mites  when  present  on  the  upper  surfaces  {5)  of  citrus 
leaves  cause  a  roughening  or  stippling  effect  that  can  be  detected  by 
touch.  The  leaves  lose  their  glossy  appearance  and  no  doubt  lose  a 
large  part  of  their  waxy  covering,  which  increases  the  rate  of  evapora- 
tion. The  rust  mites,  when  present  in  great  abimdance,  also  cause  a 
bronzing  of  the  lower  surfaces  of  the  leaves,  but  in  some  cases  it  is  also 
present  on  the  upper  surfaces.  In  a  number  of  instances  rust  mites 
have  been  so  abimdant  in  the  spring  that  the  size  of  the  leaves  was 
reduced.  No  doubt  the  devitalization  caused  by  the  presence  of 
thousands  of  rust  mites  on  citrus  foliage  is  much  greater  than  the 
average  grower  realizes. 

'      INJURY  TO  THE  BRANCHES 

Kust  mites  are  also  found  on  the  branches  just  after  they  have 
become  reasonably  mature,  in  some  cases  so  abundantly  as  to  cause 
russeting  on  the  bark.  This  is  especially  true  on  lemon  and  grapefruit, 
and  is  also  more  frequently  found  on  water  shoots  than  on  regular 
growth.  Since  an  injury  to  wood  is  much  more  serious  than  an 
injury  to  foliage  the  devitalization  caused  by  the  presence  of  rust 
mites  on  the  branches  must  be  considerable. 


THE    CITRUS   RUST  MITE   AND    ITS    CONTROL 


17 


LIFE  HISTORY  AND  HABITS 


METHODS  OF  REARING 


Observations  made  both  in  the  laboratory  and  in  the  field  had 
given  a  general  impression  of  the  various  stages,  oviposition,  meta- 
morphosis, etc.,  of  the  rust  mite,  but  because  of  its  extremely  small 
size  as  well  as  its  wandering  habits  many  difficulties  were  encountered 
when  individual  mites  were  reared  in  cages  in  order  to  determine  the 
length  of  the  various  stages  and  other  factors  regarding  their  life 
history.  Unless  confined  in  a  very  small  cell,  the  mites  were  easily 
lost  or  would  get  into  a  crevice  or  other  place  where  it  was  impossible 
to  find  them.  Their  minute  size  always  necessitated  the  use  of  a 
hand  lens  when  working  with  them  and  many  times  the  binoculars 
were  needed  when  making  ex- 
aminations. Besides  this,  the 
mites  have  the  habit  of  wan- 
dering around  considerably 
and  hence  will  not  live  long  in 
confinement.  This  is  espe- 
cially true  of  the  adults,  which 
could  usually  be  kept  for  only 
a  few  days.  A  fresh  supply 
of  food  is  always  necessary 
since  the  mites  failed  to  live 
on  withered  or  dry  fruit  and 
leaves.  This  necessitated 
transferring  them  from  one 
fruit  to  another,  and  many 
were  lost  or  injured  in  this 
process.  Many  rearings, 
therefore,  had  to  be  started 
in  order  to  carry  through  a 
few  of  them  successfully. 

Repeated  efforts  to  raise  the 
mites  for  observation  purposes 
on  very  small  trees  or  isolated 
portions  of  trees  or  leaves  were 
unsuccessful  since  they  could 
not  be  found  when  wanted. 
It  was  necessary,  therefore,  to  devise  a  cage  in  which  they  would  live  and 
could  be  observed  at  regular  intervals.  Various  types  of  cells  made  of 
felt  and  pasteboard,  bone  rings,  etc.,  were  devised,  and  attempts  were 
made  to  rear  the  mites  in  these  cells  placed  over  the  leaves  and  fruit. 
The  cage  finally  adopted  (fig.  5)  as  being  the  most  satisfactory  con- 
sisted of  a  No.  0  gelatin  capsule  secured  on  a  fruit  by  means  of  hot 
paraffin  placed  around  the  outside  and  allowed  to  harden.  In  this 
cell  the  mites  would  sometimes  live  for  several  days  or  until  the  fruit 
began  to  dry,  when  they  could  be  transferred  to  a  fresh  fruit.  At 
first  the  entire  half  capsule  was  used,  but  it  was  later  found  that  by 
93061—30 3 


Figure  5.— Cage  used  for  rearing  rust  mites.  The  cage 
consists  of  a  gelatin  capsule  fastened  ofi  the  surface  of 
the  orange  with  melted  paraffin.  This  method  causes 
no  injury  to  the  rind  and  prevents  the  exudation  of 
juices  detrimental  to  the  mites  under  observation 


18 


TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 


cutting  off  the  end  and  using  only  the  gelatin  cylinder  more  satis- 
factory observations  could  be  made  since  the  convex  surface  at  the 
end  of  the  capsule  reflected  the  light  and  made  it  difficult  to  see 
inside.  With  the  cylinder  open,  air  was  admitted,  and  the  mites 
did  not  often  attempt  to  crawl  up  the  perpendicular  sides. 

These  capsules  could  be  placed  on  the  fruits,  and  they  made  fairly 
satisfactory  breeding  cages.  No  injury  was  done  to  the  surface  of 
the  orange,  and  the  green  fruit  could  be  kept  fresh  and  in  good  con- 
dition for  several  days  by  putting  the  stem  in  water.  During  the 
spring  and  early  summer,  when  the  mites  were  reproducing  in  greatest 
abundance,  the  fruits  were  of  a  convenient  size  to  handle  (one-half 
inch  to  2  inches  in  diameter).  Later  in  the  fall,  when  the  oranges 
began  to  color  up,  the  mites  could  not  readily  be  found  on  them 
since  they  were  too  nearly  the  color  of  the  fruit.  The  leaves  and 
stems  were  never  successfully  used  since  they  soon  withered  and  dried. 

As  already  stated,  confinement  in  the  small  cells  lessened  the 
normal  activities  of  the  mites  to  some  extent  and  perhaps  interfered 
with  their  regular  life  processes.  It  is  believed,  however,  that  the 
results  obtained  will  at  least  approximate  what  occurs  in  natural  life. 

Detailed  records  of  the  various  stages  of  the  citrus  rust  mite  are 
given  in  Table  4. 

Table  4. — Length  of  the  various  life  stages  of  the  rust  mite  for  summer  and  winter, 
Orlando,  Fla.,  1922  and  1928 


Date 

deposited 

1 

H 

3 

1 

c 

53 

3 

1 

=1 

li 

1 

P 

Duration   of  sec- 
ond larval  stage 

> 

11 

03 

Q 

3.2 

1! 

SI 

1 

0 

1 

Q 

3 

5 
1 

May   26 
26 
26 

1 

2 

May  29 
May  30 
May  29 
May  30 
May  29 
May  30 

--.do 

May  31 
May  30 

...do 

Msiv    SI 

Days 
3 
4 

4 
3 
4 
3 

t 

Days 

Days 

Days 

May  30 
June    7 
June    6 
June  13 
May  30 
June    9 
June  11 
June     1 
June  10 
June  11 
June    3 
June    6 
..  do 

Days 

June     1 

-.do 

--do— - 

2    1  June     3 
2V^   JuTip.     2 

2 

1 
14 

June    4 

1 

4 
4 

26 
26 

2^ 

--do 

June    3 

1 

11 

26 
27 
27 '^ 

June     i 

2 
2 

June    3 
June    2 

2 

1 

June    5 
-.do 

2 
3 

6 
9 

27 

TiinA       1 

2 
2 

1 
1 
2 

1 
1 
1 
1 
1 
2 

June    2 
-do 

1 
1 

8 

27 

27 

3  i---do 

4  |--.do 

3    '  June     3 
3     :  Jnnfl     4 

June     5 

3 

9 

30 

June    5 

2 

1 

30 

1 
1 

--do 

June     5 

--do..'... 
June    4 

-.do 

June    6 

do 

June     1 

1 
1 
1 

4 
>      4 

I 

4 

4 

4 

2 

2^ 

2 

2H 

1 

3 
2 
3 
2 
3 
3 
2 

June     6 
-.do-— 

June     5 
---do—. 

June     7 
---do— - 
--do 

June    9 

June     7 
June    8 
June     7 
June    8 
-.do— -. 

--do 

...do— - 
June  10 

14 

Y^ 

3 

1 
1 
1 
1 

June  ii 
June  10 

34 
--3- 

June  20 
June    9 
June  14 
June    8 
June  18 
June  22 
June    8 
June  11 
June    8 
June  14 
June    7 
June    8 
June  16 
June  19 
June  12 
June    9 
June  17 
June    9 
June  20 
June  10 
June  22 

13 
1 

2 

1 

10 

2 

14 

2 

1    !        do 

5 

J 

June    7 

--do 

--do 

---do 

June    8 
June  10 
June    9 

--do 

-.do 

June  10 
June    9 
June  10 

--do 

—do...- 

1 

5 

5 

June  '9 

2 

June  11 

2 

3 

I 

5 

6 

June  12 
June  11 
...do 

2 
2 
2 

June  13 
June  12 
—do- 

1 
1 
1 

3 

6 

6 

7 

7 

7 

June  12 

2 

June   13 

1 

June  15 

2 

4 

7 
7 

June  12 

2 

June  13 

1 

June  15 

2 

7 

8 

June  12 

2 

June  13 

1 

9 

1  Observations  were  made  twice  daily. 
in  the  afternoon. 


Where  fractions  of  days  occur  the  transformation  was  observed 


THE    CITRUS   RUST   MITE   AND    ITS    CONTROL 


19 


Table  4. 


•Length  of  the  various  life  stages  of  the  rust  mite  for  summer  and  winter, 
Orlando,  Fla.,  1922  and  1923 — Continued 


Date 
deposited 

o 

i 

d 

1 

P 

a  =3 

f 

Q 

1 

o 

5 

Q 

1 

P 

1 

o 

a 

si 

p 

is 

II 

3  fl 
P° 

*> 

o 

o  2 

1 
P 

1.1 

p^ 

i 

.2 

P 

3 
OS 

c 

June     8 

June  10 
June  12 

...do..... 
June  13 
June  16 

--do 

June  18 

--do.—. 
June  19 
June  20 

.-.do-— 
June  22 
June  30 

-.do 

July     2 

-.-do 

-.do—. 
July     1 

...do- 
July     2 
July     3 

-..do 

-.do 

...do 

July     4 

-.-do 

...do....- 
July   10 

-.-do 

...do....- 

--do 

...do..... 

...do..... 

...do 

-.do 

July   11 

...do 

July   12 

...do 

July   14 
July   12 

...do 

...do 

July   14 
July   15 

...do 

July   16 

-.-do 

Tiilv     17 

Days 
2 
3 
3 

3 

3 

3 

3 

3 

3 

3 

3 

3 

2^ 

4 

4 

June  12 
June  14 

...do 

June  15 
June  18 

--do 

June  19 
--.do..— 
June  21 
June  22 

...do 

June  23 

Days 
2 
2 
2 
2 
2 
2 
1 
1 
2 
2 
2 
1 

June  13 
June  15 

...do 

June  16 
June  19 

...do 

June  20 
June  21 

Days 

1 
1 
1 
1 
1 
1 
1 
2 

Days 

June  13 
June  26 
June  19 
June  17 
June  27 
June  19 
June  25 

...do 

June  21 
June  24 
June  25 
..  do.  .. 

Days 

9 
9 
10 

June  24 
June  17 

9 
2 

11 
4 
1 

13 
13 

June  22 

3 

8 

15 

5 

15 
16 

4 

17 

June  23 
...do..-.. 
June  24 

1 
1 
1 

17 

19 

27 

July     1 
June  30 
July     3 
July     2 
..  do 

28 

28 

28 

28 

4 

1 

28 

3 
3 
3 
3 
3 
3 

m 

3 

3 
3 
3 

3K2 

3 
3 
3 
3 
3 
3M 

2 
4 
2 

2J/2 

^^ 

3 
3 
2 
2 
3 

3.05 

July     3 

...do 

July     4 

2 
2 
2 

July     5 

-.do 

...do..... 

2 
2 

1 

July   17 
July   14 
July     7 
July     3 
July   13 
July     5 
...do 

12 

28 
29 

July     7 

2 

9 
2 

30 

30 
30 

July     4 
--.do 

1 
1 

July     5 
-.-do 

1 
1 

July     7 

2 

8 

30 

July      1 

July     4 
July  20 
July     5 
July  25 
July   14 
July   18 
July   20 
July   19 
July  20 
July   14 
July   18 
July   19 
July  31 
July  20 
July  25 
July  17 
July   12 
Aug.     2 
July   15 
July  25 

...do 

July   15 
July  26 
July   16 
July   27 

July     6 

2 

July     7 

1 

July    11 

4 

13 

July    12 
...do...-. 

-.do-  — 

...do..... 

...do..... 

...do..... 

...do..... 

...do 

...do 

July   13 
July   14 

...do..... 
July   16 

2 
2 
2 
2 
2 
2 
2 
2 
1 
2 
2 
2 
2 

July    14 
-.do—. 

...do 

--do-... 

--do 

...do 

-.do..... 

...do 

...do 

...do 

July   15 
July   16 
July   17 

2 
2 
2 
2 
2 
2 
2 
2 
2 
1 
1 
2 
1 

11 



4 

July    15 
July   18 

1 
4 

6 
5 

g 

8 

17 

9 
10 

July   17 

2 

5 
9 

10 



10 

10 

July   14 
July   15 
July   16 
July   18 

2 
3 
2 
3 

July   16 

2 

17 

10 

11 

July   17 
July   19 

i 

1 

8 

12 
12 

.......:. 

6 

14 

July   19 

3 

July  20 

1 

6 

14 

14 

July   19 

2 

July  20 

1 

7 

1.82 

1.34 

2.66 

6.89 

1 
1 
1 
1 
1 
1 
3 
1 
2 
1 
1 
1 
4 
1 

Jan.      5 

...do 

Jan.     6 
Jan.     8 

...do 

Jan.     9 
Jan.    10 
Jan.    15 
Jan.    16 
Jan.    25 
Jan.    26 
Jan.    29 
Jan.    30 
Jan.    26 

....... 

6 
6 
4 
4 

I 

8 
5 
7 
4 

Jan.    10 
Jan.     9 
...do 

5 
4 
3 

Jan.    23 
Jan.    15 
Jan.    14 

13 
6 
5 

1 

Jan.    30 

...do 

Jan.    26 

7 

Jan.    22 
Jan.    17 

7 
3 

15 

Jan.       2 
2 

12 

2 

Jan.    12 

4 

Jan.    16 

4 

I 

5 

1 

6 

'■ 

9 

'1                  1        ■ 

10 

1 

1 1 

17 

Jan.    29 
Jan.    30 

4 
4 

Feb.    2 

4 

■     1                   1 

21 

— j"               1 

22 

:: 

1                  \ 

26 

...J 

1                   1 

Feb.     1 

6 

! 

Average  for  winter 

5.07 

4.3 

6.4 

5 

11.3 

20 


TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 


THE  EGG 


DESCRIPTION 


The  eggs  (fig.  6,  B)  of  the  rust  mite  are  found  on  the  fruit  and  leaves, 
usually  in  the  pits  or  depressions  of  the  surface.  Although  laid 
singly,  several  usually  occur  together  in  a  group  but  never  so  close  as 
to  touch  one  another.  They  are  very  minute,  and  it  is  almost 
impossible  to  see  them  without  the  aid  of  a  hand  lens  unless  they  are 
present  in  groups.  The  egg  is  spherical  with  a  smooth  regular  surface 
and  semi  transparent  or  pale  translucent  yellow.  In  spite  of  their 
small  size  the  eggs  are  relatively  large  for  the  size  of  the  female,  and 
only  one  or  two  developed  eggs  occur  in  the  abdomen  at  one  time. 

INCUBATION  PERIOD 

The  incubation  period  of  the  egg  is  of  brief  duration  during  hot 
weather.     One  hundred  eggs  under  observation  during  the  months  of 


^  ^  >^i»  /%-%<r<^»^  i.-  ^     . 


Figure 


-The  citrus  rust  mite:  A,  Adult,  X  700;  B, 
X  1,500 


egg,  X  825;  C,  one  leg  showing  appendages, 


May,  June,  and  July,  1922,  at  Orlando,  Fla.,  as  shown  in  Table'4, 
ranged  in  the  length  of  the  developmental  period  from  2  to  4  days 
with  an  average  of  3.01  days.  In  these  months  the  mites  increase 
in  greatest  numbers  on  the  trees  and  cause  the  most  injury  to  the 
green  fruits.  The  temperatures  recorded  during  this  period  were  as 
follows:  For  May  the  maximum  temperature  ranged  from  80°  to 
99°  F.,  with  a  mean  of  90.9°  and  a  mean  minimum  of  65.9°,  and  a 
total  precipitation  of  5.88  inches;  for  June  the  maximum  ranged 
from  88°  to  99°,  with  a  mean  of  92.9°,  and  a  mean  minimum  of  70°, 
and  a  total  precipitation  of  9.75  inches;  for  July  the  maximum  ranged 
from  87°  to  101°,  with  a  mean  of  93.4°,  and  a  mean  minimum  of  71.4°, 
and  a  total  precipitation  of  4.84  inches. 


THE   CITRUS   BUST   MITE    AND    ITS   CONTROL  21 

During  the  winter  months  the  period  of  incubation  is  considerably 
extended.  In  January,  1923,  the  time  ranged  from  4  to  8  days,  with 
an  average  of  5.53  days.  The  maximum  temperature  during  this 
month  ranged  from  64°  to  88°  F.,  with  a  mean  of  77.2°,  and  a  mean 
minimum  of  48.1°,  total  precipitation  0.56  inch.  Doubtless  this  time 
would  be  considerably  lengthened  for  eggs  deposited  during  very  cold 
spells.  Hubbard  (7,  p.  115)  states  that  the  incubation  period  seldom 
exceeds  two  weeks. 

HATCfflNG 

During  the  last  few  hours  of  the  incubation  period  the  young  mite 
can  be  seen  inside  of  the  egg,  curled  up  to  fit  into  the  spherical  shell. 
When  the  time  for  hatching  arrives  the  shell  cracks,  and  the  mite 
crawls  out.  This  may  take  place  at  any  time  of  the  day,  but  by  far 
the  largest  percentage  hatch  out  in  the  early  morning.  Bright,  sunny, 
warm  mornings  will  cause  the  eggs  to  hatch  in  greater  numbers,  and 
cloudy  or  cool  weather  retards  their  development. 

THE  LARVA 

The  young  mites  undergo  two  molts  before  becoming  adult,  the 
two  larval  stages  being  of  about  equal  duration.  When  first  emerged 
from  the  egg  the  larva  is  of  a  very  pale  straw  color  or  semi  transparent. 
Feeding  begins  at  once  on  the  cell  contents  of  the  leaf  or  fruit. 
Although  at  first  not  very  active,  the  young  mite  begins  to  wander 
around  within  a  few  hours.  This  stage  lasts  for  only  a  very  few  days, 
whereupon  the  mite  takes  a  short  rest  preliminary  to  molting.  The 
mite  becomes  motionless  for  a  few  hours  until  the  skin  cracks,  and  it 
crawls  out.  The  second-stage  mite  is  slightly  larger  and  has  a  more 
decidedly  yellow  color,  but  otherwise  it  is  very  little  changed.  After 
a  brief  period  of  feeding,  about  equal  in  duration  to  that  of  the  first 
stage,  the  mite  again  enters  a  quiescent  state  and  prepares  to  molt. 
The  skin  again  splits,  and  the  adult  mite  emerges.  The  white  cast 
skin  remains  attached  to  the  surface  of  the  leaf  or  fruit  and  con- 
tributes to  the  dusty  appearance  of  the  tree  caused  by  the  presence 
of  the  mites. 

During  the  summer  the  first  larval  stage  lasted  from  1  to  3  days, 
with  an  average  of  1.82  days,  but  in  winter  it  was  increased  to  from 
3  to  6  days,  with  an  average  of  4.3.  The  second  stage  also  lasted 
from  1  to  3  days  in  summer  but  averaged  1.34  days.  In  winter  it 
was  increased  to  from  4  to  13,  with  an  average  of  6.4  days.     (Table  4.) 

THE  ADULT 

DESCRIPTION 

The  citrus  rust  mite  (fig.  6,  A)  is  among  the  smallest  of  the  pests 
of  economic  importance.  When  occurring  singly  on  the  tree,  it  is 
difficult  to  distinguish,  and  the  russeting  resulting  from  the  feeding 
of  the  mites  was  for  many  years  attributed  to  other  causes.  When 
occurring  in  large  numbers,  they  give  the  leaves  and  fruit  a  dusty 
or  powdery  appearance,  each  individual  mite  appearing  as  a  speck 
of  dust.  Close  examination  with  a  hand  lens,  however,  will  reveal  a 
minute  vermiform  mite,  light  yellow  or  straw  colored.  Some  speci- 
mens become  a  darker  yellow  or  nearly  brown  a  few  days  after 
reaching  maturity.  This  is  particularly  true  of  those  which  are  at- 
tacked by  the  fungous  disease  described  later.     Instead  of  having  the 


22    TECHNICAL  BULLETIN  176,  TJ.  S.  DEPT.  OF  AGRICULTURE 

spiderlike  or  crab-shaped  appearance  of  many  of  the  other  mites  the 
rust  mites  are  elongate  and  wedge  shaped,  being  about  three  times 
as  long  as  wide.  The  body  is  composed  of  a  cephalothorax,  or  fused 
head  and  thorax,  and  a  slender,  tapering  abdomen.  The  mite  ranges 
from  0.11  to  0.14  mm.  in  length,  with  an  average  of  0.12  mm.  The 
cephalothorax  at  its  widest  part  averages  0.046  mm.,  ranging  from 
0.041  to  0.054  mm.  If  placed  under  the  microscope,  the  abdomen 
will  be  found  to  be  transversely  striated  and  have  the  appearance  of 
being  made  up  of  a  number  of  rings  each  of  which  grows  smaller 
toward  the  posterior  end.  There  are  usually  28  rings  appearing  on 
the  dorsal  surface,  but  on  the  ventral  surface  there  are  twice  as  many. 
The  anterior  end  tapers  bluntly  off  to  the  head,  which  is  rounded 
and  curved  downward.  It  is  supplied  with  a  pair  each  of  maxillary 
palpi  and  mandibles  used  for  piercing  the  cell  walls.  On  the  ventral 
side  and  placed  closely  together  are  two  pairs  of  short  rather  weak 
legs  (fig.  6,  C)  which  are  used  in  crawling.  The  creature  is  assisted 
in  moving  about  and  clinging  to  the  trees  by  a  pair  of  lobes,  or  false 
feet,  located  on  the  last  abdominal  segment.  By  means  of  these  it 
is  able  to  raise  the  entire  body  and  turn  around  in  various  directions. 
It  also  rears  up  in  this  manner  when  disturbed. 

LENGTH  OF  UFE 

The  length  of  life  of  the  adult  mite  is  difficult  to  estimate  and  could 
not  be  accurately  determined  in  the  breeding  jars  since  the  mites 
failed  to  live  long  in  confinement.  The  longest  period  recorded  for 
an  adult  mite  was  23  days.  Another  was  kept  alive  17  days,  and  a 
number  lived  for  about  two  weeks,  while  many  others  died  or  were 
lost  in  less  than  a  week.  The  average  length  of  life  for  all  adults 
kept  in  confinement  was  7.6  days.  It  is  not  thought  that  the  rust 
mites  live  for  any  great  length  of  time,  even  under  ideal  conditions, 
or  that  the  number  of  eggs  deposited  is  excessive.  On  the  other  hand 
the  mites  owe  their  great  numbers  and  extremely  rapid  increase  to 
the  brief  length  of  time  required  to  reach  maturity. 

OVIPOSITION 

Oviposition  begins  shortly  after  the  mite  reaches  maturity.  When 
mites  were  confined  in  the  cells  there  was  often  a  preoviposition  pe- 
riod of  from  1  to  4  or  5  days  (an  average  of  2.66  days  in  summer), 
but  it  is  not  thought  that  this  would  be  so  long  under  natural  condi- 
tions. Eggs  are  probably  deposited  within  a  day  or  two  after  the 
mites  reach  maturity.  Table  4  shows  that  some  of  the  specimens  in 
the  breeding  cages  deposited  eggs  on  the  day  following  the  last  molt. 
Egg  laying  continues  throughout  the  life  of  the  mite. 

The  eggs  are  deposited,  both  singly  and  in  groups,  on  the  leaves, 
fruit,  and  small  limbs.  The  favorite  places  for  oviposition  seem  to 
be  the  pits  on  the  surface  of  the  green  fruits.  This  is  especially  true 
in  May  and  June  when  the  oranges  are  from  1  to  2  inches  in  diameter, 
and  the  mites  are  increasing  most  rapidly.  The  adult  female  rests 
with  her  ovipositor  extending  down  into  a  pit  or  depression  on  the 
surface  and  deposits  the  egg  at  the  bottom.  Although  single  eggs 
are  sometimes  seen  in  these  cavities,  there  are  usuall}^  from  5  or  6  to 
10  or  more.  Several  hundred  eggs  can  be  seen  at  times  on  a  single 
green  fruit  when  it  is  well  infested  with  mites.  On  the  leaves  also 
the  mites  seek  the  small  depressions  on  the  surface,  and  eggs  can 


THE    CITRUS   RUST   MITE    AND    ITS    CONTROL  23 

often  be  found  there  in  large  numbers.  No  preference  is  shown  for 
either  side  of  the  leaf,  as  many  eggs  occurring  on  the  top  as  on  the 
bottom.  The  leaf  petioles  and  limbs  are  rarely  selected  for  ovipo- 
sition,  though  a  few  eggs  can  be  found  on  the  smaller  limbs  of  heavily 
infested  trees.  As  far  as  is  known  oviposition  does  not  take  place 
on  any  plants  other  than  citrus.  The  morning  hours  seem  to  be  the 
time  of  greatest  activity  in  egg  laying. 

NUMBER  OF  EGGS 

The  number  of  eggs  which  a  female  mite  is  capable  of  laying  can 
only  be  estimated,  since  they  could  be  kept  alive  in  the  cells  for  only  a 
limited  time.  The  greatest  number  obtained  from  a  single  female  was 
29,  deposited  over  a  period  of  20  days.  A  second  mite  deposited  19 
eggs  in  9  days,  and  others  deposited  from  8  to  14  eggs  each  over 
periods  of  about  a  week.  The  number  actually  laid  under  natural 
conditions  would  be  somewhat  greater. 

As  many  as  five  eggs  have  been  deposited  by  a  female  in  a  day, 
although  it  was  seldom  that  more  than  one  or  two  were  produced. 
There  were  many  days  during  which  no  eggs  were  laid,  and  some  mites 
reared  to  maturity  in  the  cells  and  kept  for  several  days  died  without 
ovipositing.  This  was  undoubtedly  abnormal,  for  it  is  believed  that 
mites  under  favorable  conditions  will  deposit  a  few  eggs  ever^  day. 
Warm  weather  seems  to  stimulate  oviposition  to  some  extent.  Fol- 
lowing the  egg-laying  stage  there  usually  was  a  postoviposition  period 
of  a  day  or  two  preceding  death. 

PARTHENOGENESIS 

Keproduction  appears  to  be  entirely  by  parthenogenesis.  No 
sexual  differences  have  ever  been  distinguished  in  the  rust  mites,  nor 
has  copulation  ever  been  observed.  The  rearing  work  was  carried 
on  wdth  single  individuals  in  isolated  cells,  and  in  all  cases  where  eggs 
w^ere  obtained  they  seemed  to  be  fertile.  Several  mites  reared  sepa- 
rately from  egg  to  adult  deposited  eggs  which  in  all  cases  hatched  out 
in  due  time.  Several  generations  were  reared  in  this  way.  There 
may  be  times  during  the  year  when  males  occur  in  nature,  but  no 
evidence  has  been  obtained  to  substantiate  such  a  supposition. 

NUMBER  OF  GENERATIONS 

From  the  results  obtained  it  will  be  seen  that  the  mites  reproduce 
at  an  exceedingly  rapid  rate.  From  7  to  10  days  only  are  required 
for  a  generation  during  warm  weather,  while  in  winter  this  time  is 
increased  to  14  days  or  more,  depending  upon  the  temperature.  In 
several  instances  an  entire  generation  from  egg  to  egg  was  produced 
in  7  days.  This  will  allow  for  several  generations  per  month  and 
accounts  for  the  enormous  number  of  the  mites  on  the  trees  at  some 
seasons  of  the  year. 

MOVEMENTS  AND  MIGRATIONS 

On  August  13,  1913,  about  7.30  a.  m.,  the  mites  on  an  orange  were 
noticed  to  behave  in  a  remarkable  manner.  They  were  jumping  or 
flip-flopping  around  in  a  ludicrous  way.  As  well  as  could  be  seen, 
this  was  done  by  bringing  the  head  and  rear  ends  together  and  then 
suddenly  straightening  out.  This  action  would  sometimes  throw 
the  mite  a  half  inch  or  even  more  from  the  starting  point.  This  is, 
no  doubt,  one  of  the  means  of  distribution. 


24    TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 

It  was  thought  that  the  rust  mites  possibly  have  a  diurnal  migration, 
going  from  the  tops  of  the  leaves  to  the  lower  surfaces  for  the  night 
and  returning  to  the  upper  surfaces  to  spend  the  day.  On  May  24, 
1920,  the  trees  on  the  laboratory  grounds  were  examined  at  9  p.  m., 
and  mites  were  found  on  both  sides  of  the  leaves — more,  perhaps,  on 
the  upper  surfaces  than  on  the  lower.  There  are  indications,  how- 
ever, that  the  mites  may  crawl  to  the  lower  surfaces  of  the  leaves  to 
protect  themselves  from  heavy  rains. 

REACTION  TO  UGHT 

Having  noticed  that  occasionally  the  mites  on  some  oranges  gather 
in  bunches  in  the  direct  sunlight,  apparently  at  times  when  attacked 
by  a  fungous  disease,  the  senior  writer  thought  it  advisable  in  June, 
1920,  to  study  the  reaction  of  the  mites  to  light. 

Several  branches  with  infested  fruit  were  set  in  water  on  the  labora- 
tory table  for  observation.  On  some  of  the  fruits  the  mites  congre- 
gated on  the  side  toward  the  window.  One  fruit  that  had  a  large 
group  of  mites  on  it  was  turned  around  at  4  p.  m.,  but  on  the  following 
morning  there  was  no  marked  movement  toward  the  side  now  turned 
toward  the  window.  Another  fruit  infested  with  mites  was  placed 
in  a  parasite-breeding  box  with  the  only  opening  turned  toward  the 
light. "  The  mites  quickly  gathered  on  the  light  side,  but  on  the  follow- 
ing morning  they  were  scattered  all  over  the  fruit.  During  the 
second  day  many  reassembled  on  the  light  side,  but  the  next  morning 
found  them  scattered  again.     This  was  repeated  the  next  day. 

From  the  foregoing  experiments  it  appears  that  the  rust  mites 
gather  to  the  light  during  the  day  and  scatter  during  the  night.  The 
early  morning  light  does  not  seem  to  attract  them. 

Unless  infected  with  a  fungous  disease  (see  p.  34),  mites  appear  to 
avoid  direct  sunlight. 

PARTS  OF  THE  TREE  INFESTED 

On  June  4,  1920,  several  trees  were  examined  to  determine  the  rela- 
tive number  of  mites  on  the  limbs,  trunk,  foliage,  and  fruit.  They 
were  very  abundant  on  the  fruit  and  foliage  and  very  nearly  as  abun- 
dant on  the  smaller  green  limbs,  where  there  was  russeting  similar  to 
that  found  on  the  leaves  and  fruit.  There  was  also  a  considerable 
infestation  on  the  larger  limbs,  but  none  could  be  seen  on  the  trunks, 
as  the  bark  was  rough  and  brown.  Wherever  the  bark  was  green, 
however,  mites  were  present.  Limbs  up  to  2  inches  in  diameter 
were  infested,  but  the  numbers  seemed  to  decrease  as  the  size  of  the 
limbs  increased. 

There  were  no  mites  found  nearer  to  the  ground  than  1  inch. 
They  were  present  on  foliage  growing  near  the  ground,  and  also  close 
to  the  trunk  under  the  trees,  where  the  sun  would  never  reach  them. 
There  were  not  so  many  in  such  locations,  however,  as  on  the  foliage 
near  the  tops  of  the  trees. 

On  June  7,  several  trees  were  examined  in  the  morning,  and  rust 
mites  were  found  on  the  limbs  of  all  of  them.  The  leaves  in  the  center 
of  the  tree,  which  were  always  in  the  shade,  and  the  small  limbs 
growing  near  the  trunk  also  had  many  mites  on  them. 

The  data  given  in  Table  5  were  collected  to  determine  whether  the 
rust  mites  were  mostly  on   the  lower  or  the  upper  surfaces  of  the 


THE    CITRUS   RUST  MITE    AND    ITS   CONTROL 


25 


leaves  at  different  times  of  the  year.     The  results  were  about  the  same 
on  orange  and  grapefruit. 

Table  5. — Comparative  number  of  rust  mites  on  the  upper  and  lower  surfaces  of 
spring  flush  leaves  of  oranges  and  grapefruit,  Orlando,  Fla.,  1920 


Fruit  and  date 

Upper  side 

Lower  side 

Remarks 

Orange: 
Feb  6 

Num- 
ber 
0 
219 
426 
111 

0 
203 

495 
257 

Per 

cent 

0 

24.4 

38.8 
16.0 

0 

23.3 
24.3 
16.1 

Num- 
ber 
4 

678 
671 
583 

1 

668 

1,539 

1,336 

Per 
cent 
100 
75.6 
61.2 
84.0 

100 
76.7 
75.7 
83.9 

June  4 

Counted  between  10  and  11  a.  m.i 

June  5 

Counted  between  8  and  9  a.  m. 

June  8  2 

Counted  between  9  and  10  a.  m. 

Grapefruit: 

Feb.  f)  

Juno  \ 

Counted  between  10  and  11  a,  m. 

Counted  between  8  and  9  a.  m. 

June  82 

Counted  between  9  and  10  a.  m. 

1  The  relative  abundance  of  mites  on  the  upper  and  lower  surfaces  may  be  entirely  difTerent  at  sonic 
other  time  oi  day. 

2  A  total  of  2.42  inches  of  rain  fell  on  June  6  and  7. 

In  making  examinations  throughout  a  period  of  more  than  two 
years  in  another  grove  the  rust  mites  found  on  the  tops  of  the  leaves 
and  those  found  on  the  lower  surfaces  were  counted.  In  only  3  out 
of  59  examinations  were  more  rust  mites  found  on  the  tops  of  the 
leaves  than  on  the  lower  surfaces.  In  one  of  these  instances  only  7 
mites  were  found  in  all,  so  its  record  is  of  little  importance.  The 
results  of  the  59  examinations  are  given  by  months  in  Table  6.  It  is 
seen  in  this  table  that  20.2  per  cent  were  found  on  the  tops  and  79.8 
per  cent  on  the  lower  surfaces. 

Table  6. — Number  and  percentage  of  rust  mites  on  tops  and  lower  surfaces  of 
citrus  leaves  at  Orlando,  Fla.,  for  each  month,  as  shown  by  59  examinations 


Month 


1920 

January 

February.. 

March 

April...  ... 

May 

June 

July... 

August 

September. 

October 

November. 
December.. 

Total.. 


Rust  mites  found  on- 

! 

Upper  side 

Lower  side 

Number 

Per  cent 

Number 

Per  cent 

39 

4.1 

921 

95.9 

79 

4.9 

1, 547  * 

95.1 

154 

11.8 

1, 151 

88.2 

86 

30.4 

150 

63.6 

48 

36.9 

82 

63.1 

36 

4.6 

750 

95.4 

809 

30.5 

1,847 

69.  5 

68 

42.0 

94 

58.0 

52 

27.2 

139 

72.8 

358 

53.2 

315 

40.8 

361 

29.0 

858 

70.4 

75 

9.5 

716 

90.5 

2,165 

20.2 

8,570 

79.8 

An  examination  of  all  the  results,  covering  both  grapefruit  and 
orange,  indicates  that  approximately  75  per  cent  of  the  rust  mites 
arc  found  on  the  lower  surfaces  of  the  foUage.  These  results  of 
course  indicate  nothing  as  to  the  number  of  mites  on  the  upper  or 
lower  surfaces  of  the  fruits.  It  is  also  seen  that  these  results  vary 
somewhat  for  the  winter  and  summer  months,  more  mites  being  on 
the  lower  surfaces  during  the  dry  season,  which  lasts  from  November 
to  April,  than  during  the  rainy  season. 
93061—30 4 


26 


TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 


Kust  mites  leave  the  old  leaves  some  time  in  late  spring  and  migrate 
to  the  new  foUage.  On  May  12,  1922,  there  were  only  11  mites  in  50 
squares  on  the  old  foliage,  whereas  there  were  47  mites  in  25  squares 
on  the  new  foliage.  It  was  evident  for  some  time  previous  to  this  date 
that  the  rust  mites  were  moving  to  new  leaves. 

SEASONAL  HISTORY 

The  rust  mite  is  present  on  citrus  trees  throughout  the  entire 
year.  Even  in  unsprayed  groves  the  mites,  as  a  usual  thing,  are  not 
present  in  great  abundance  during  January  and  February,  although 
in  exceptional  cases  great  numbers  may  be  present  on  grapefruit 
and  lemon.  During  March  and  April  their  numbers  increase  rapidl3\ 
During  May  and  the  first  part  of  June  the  rate  of  increase  is  much 
more  rapid  than  at  any  other  time  of  the  year.  Figure  7  shows  the 
curve  of  abundance.  The  period  of  maximum  infestation  usually 
occurs  during  late  June  or  early  July,  at  which  time  the  rust  mites 
are  present  in  countless  hordes,  in  some  cases  a  single  grapefruit 
being  infested  with  half  a  million  or  more  mites. 


u^/v  /^ss.  Af^^.  ^p^,  AMi^ cy6/A£<y^/.y^c/a  Sir/>7r  ocTT  aoi/.  /?£C 


T/Af£. 

W/77r 

I 

1 

1 
1 
1 
t 

L 

r/M£  AOjP  jQC^S/--/ 

^/r£ 



^ 

Figure  7. — Curve  showing  the  abundance  of  mites  on  orange  throughout  the  year  and  the  proper 
times  for  spraying.    The  broken  line  indicates  the  abundance  of  mites  on  sprayed  trees 

Though  the  period  of  maximum  infestation  usually  occurs  during 
the  middle  of  June,  it  occasionally  comes  as  early  as  May.  In  1911 
the  rust  mites  were  present  in  the  greatest  abundance  about  May 
10,  and  much  russeting  was  done  as  early  as  May  1.  On  the  other 
hand,  in  1917  the  period  of  maximum  infestation  did  not  appear 
until  late  in  July,  owing,  no  doubt,  to  the  effect  of  the  freeze  of  the 
previous  February  w^hich  reduced  their  numbers.  During  the  rainy 
season  their  numbers  diminish,  as  if  by  some  magical  force,  almost  to 
the  point  of  extinction.  No  doubt  this  disappearance  is  caused  by 
an  entomogenous  fungus  which  is  discust^ed  on  page  34.  After  this 
they  very  slowly  and  gradually  increase  until  the  following  June. 

The  period  of  maximum  infestation  occurs  first  on  lemon  and 
then  on  grapefruit  and  about  one  month  later  on  orange. 

Table  7  gives  a  summary  of  the  counts  of  rust  mites  made  on  the 
check  trees  used  for  the  control  experiments  over  a  period  of  several 
years.  It  is  obvious  from  the  table  that  there  is  a  much  larger  pop- 
ulation of  rust  mites  during  May,  June,  and  July  than  during  the 
remainder  of  the  year.  It  is  the  writers'  opinion  from  general  observa- 
tions that  the  figures  given  do  not  represent  so  great  a  difference  as 
often  exists.  It  will  be  seen  also  that  there  are  many  more  mites  on 
grapefruit  than  there  are  on  orange. 


THE   CITRUS   RUST  MITE   AND    ITS   CONTROL 


27 


Table  7. — Summary,  by  months,  of  the  counts  of  rust  mites  on  the  check  trees  over  a 
period  of  several  years  at  Orlando,  Fla. 

ON   ORANGE 


Month 


Upper  surface 
of  leaves 


Squares 


January 1  110 

February 115 

March _  .j  170 

April I  100 

May 514 

June 425 

Julv 155 

August i  130 

September i  110 

October. j  20 

November ;  5 

December j  173 

Total I  2,027 

Average 


Mites 


70 
2,694 


783 
102 
942 
128 
3 
5 
657 


10,490 
5.1 


Lower  surface 
of  leaves 


Squares 


110 
115 
170 
100 
514 
425 
155 
130 
110 
20 
5 
173 


2,027 


Mites 


677 
329 

98 

212 

2,443 

2,992 

758 

334 

40 

1 

41 

2,209 


10, 134 
5.0 


Fruit 


Squares 


10 
10 
243 
310 
145 
130 
110 
37 


10 


1,005 


Mites 


0 

0 

3,389 

12, 692 

7,146 

4,377 

552 

17 


43 


28,216 
28.0 


Total 


Squares 


220 

230 

350 

210 

1,271 

1,160 

455 

390 

330 

77 

10 

356 


5.059 


Mites 


724 

329 

157 

282 

8,526 

19,  467 

10,006 

5,653 

720 

21 

46 

2,909 


48,840 


Aver- 


1.43 

.45 

1.34 

6.71 

16.78 

21.99 

14.49 

2.18 

.27 

4.60 

8.17 


- 

ON   GRAPEFRUIT 

Jfinuary.  .  .• 

10 
45 
20 

35 
0 
0 

10              27 
45                1 
20                0 

20 
90 
40 

62 

1 
0 

3.10 

February...  .  -_.  .. 

.01 

March 

0 

April 

May.. 

170 

120 
10 

3,477 

1,014 

42 

170         2,614 

120         3, 578 

10                4 

100 
30 
10 

13,299 

4,553 

923 

440 

270 

30 

19,390 

9,145 

969 

44  07 

June - 

33.87 

July 

August -.     .. 

32.30 

September 

October      .     ... 



November 

15 

2 

15             102 

10 

10 

40 

114 

2.85 

December ...  . 





Total 

390 

4.570 
11.7 

390         6, 326 
16  2 

150 

18,  785 
125.2 

930 

29.681 
31.9 

Average 



No  reliable  statements  can  be  made  as  to  conditions  in  the  sprayed 
groves  other  than  to  say  that  the  rust  mite  becomes  quite  abundant 
by  late  December  and  January,  when  control  measures  may  be 
necessary  during  the  winter. 

METHODS  OF  SPREAD 

DISTRIBUTION  ON  NURSERY  STOCK 

It  is  probable  that  the  rust  mites  were  introduced  on  nursery  trees 
years  ago  when  these  were  first  brought  into  Florida  for  propagation. 
Little  or  no  attempt  was  made  in  those  early  days  to  eliminate  pests 
which  might  infest  the  plant  when  it  was  being  introduced. 

It  is  well  known  that  rust  mites  can  be  found  on  the  first  flush  of 
growth  which  appears  after  nursery  trees  have  been  planted  in  grove 
formation.  Heavy  infestation  has  been  found  on  the  first  flush  of 
growth  of  young  trees  that  were  at  least  40  rods  from  the  nearest 
older  trees  from  which  any  possible  infestation  could  spread.  In  all 
probability  the  rust-mite  eggs  are  present  in  the  tiny  crevices  of  the 
bark  and  hatch  out  after  the  trees  are  planted,  and  the  spread  of  the 
rust  mite  over  Florida  has  been  principally  through  infested  nursery 
stock. 


28         TECHNICAL  BULLETIN    176,  U.  S.  DEPT.  OF  AGRICULTURE 
DISTRIBUTION  BY  INSECTS  AND  BIRDS 

Since  rust  mites  are  present  on  citrus  trees  at  certain  times  of  the 
year  in  great  abundance,  often  covering  the  surface  of  the  fruit  and 
leaves,  it  is  only  natural  to  suppose  that  several  species  of  insects 
crawling  over  the  trees  would  collect  rust  mites  in  the  hairs  of  their 
bodies  and  legs.  On  June  9,  1920,  a  coccinellid  larva  was  taken  from 
a  tree  and  examined  in  the  laboratory.  Three  rust  mites  were  found 
on  its  body  and  also  the  dried  skin  of  a  purple  mite.  On  July  15, 
1920,  another  coccinellid  larva  was  examined,  and  several  living 
mites  were  found  on  its  back  and  legs.  On  August  2,  1922,  six  rust 
mites  were  found  on  the  ventral  side  of  the  abdomen,  near  the  tip,  of 
a  large  female  katydid.  There  were  also  a  few  mites  on  the  legs. 
Rust  mites  were  also  found  on  this  same  date  on  trash  bugs  (chrysopid 
larvae).  None  were  found,  however,  on  an  adult  Chrysopa,  several 
ants,  a  spider,  a  lady  beetle,  and  some  mealy  bugs.  A  year  later, 
however,  two  were  found  on  an  adult  lady  beetle  taken  from  an 
orange  tree.     Another  coccinellid,  however,  showed  no  mites. 

Birds  also  may  be  largely  instrumental  in  spreading  mites  from 
tree  to  tree.  Since  the  mites  are  easily  detached^  large  numbers, 
when  the  mites  are  numerous  on  the  leaves  or  fruit,  are  undoubtedly 
swept  off  by  the  tail  feathers  and  feet  of  birds  and  transported  to 
other  trees. 

DISTRIBUTION  BY  WIND 

The  wind  no  doubt  causes  a  more  or  less  local  spread  of  rust  mites. 
In  August,  1922,  spider  webs  stretched  from  one  orange  tree  to 
another  were  examined,  and  four  rust  mites  were  f?5iind  on  the  webs. 
No  doubt  these  rust  mites  had  been  carried  to  them  by  the  wind. 
Floating  spider  webs  are  very  numerous  in  the  groves  at  some  seasons 
and  they  may  carry  mites  for  long  distances.  Hubbard  {7,  p.  Ill)  is 
also  of  the  opinion  that  spider  webs  and  wind  are  important  factors  in 
spreading  mites. 

In  order  to  test  the  effect  of  winds  in  spreading  rust  mites,  three 
fruits  heavily  infested  with  mites  were  placed  1  foot  in  front  of  an 
electric  fan.  A  black  tray  7K  by  9  inches  was  placed  immediately 
back  of  the  fruits.  This  tray  had  been  given  a  thin  coat  of  glycerine 
jelly,  to  which  the  rust  mites  would  adhere  in  case  they  were  blown 
from  the  fruit  to  the  tray.  After  the  fan  had  been  run  for  30  niinutes 
the  tray  was  ruled  off  in  small  squares  and  the  mites  counted  in  each 
square;  26  mites  were  found  after  two  hours  of  examination.  No 
eggs  were  seen,  but  several  may  have  been  overlooked  in  the  exami- 
nation. Other  tests  to  blow  mites  from  the  fruit  with  less  power  or 
-at  a  greater  distance  from  the  fruits  were  unsuccessful. 

DISTRIBUTION  BY  CRAWLING 

Several  experiments  were  conducted  to  determine  the  rate  at  which 
rust  mites  distributed  themselves  locally.  On  May  24,  1920,  at 
4  p.  m.,  a  small  fruit  and  some  leaves  heavily  infested  with  rust  mites 
were  tied  into  each  of  four  small  trees  on  which  only  a  very  few  mites 
could  be  found.  The  following  day  at  4  p.  m.  the  old  fruits  were 
still  covered  with  mites,  and  some  were  also  present  on  the  old  leaves. 
Only  a  very  few  had  crawled  off  on  to  the  fresh  leaves.  One  tree 
had  5  mites;  another,  35,  of  which  25  were  touching  the  old  fruit; 


THE    CITRUS   RUST   MITE    AND    ITS   CONTROL  29 

another  had  10  mitos;  and  the  fourth  tree,  none;  making  a  total  of 
50  mites.  Check  trees  had  only  a  very  few  mites.  On  June  7  there 
were  still  mites  living  on  the  old  fruit  introduced  May  24,  and  also 
many  on  the  fruit  touching  the  old  fruits.  On  June  9  rust  mites 
were  found  all  over  the  young  grove,  and  the  experiment  was  of  little 
value  from  this  time  on.  On  June  2,  however,  four  additional  fruits 
had  been  tied  on  other  young  trees  on  which  very  few  mites  could 
be  found  at  that  time.  On  June  7  the  40  squares  counted  had  128 
mites,  whereas  on  the  trees  adjoining  there  were  only  17  mites  on  40 
squares.     There  were  living  mites  still  on  the  old  fruits,  however. 

On  July  2,  1919,  a  branch  having  two  oranges  covered  with  rust 
mites  was  cut  off  and  hung  beneath  another  orange  tree.  Three  days 
later  the  branch  and  fruit  were  quite  wilted,  but  the  mites  were  still 
alive  and  covered  the  fruit.  On  July  10  all  leaves  were  brown  and 
the  fruit  wilted,  but  the  mites  appeared  as  numerous  as  when  the 
fruit  was  hung  up.  On  July  15  mites  were  still  very  abundant  on 
the  oranges,  which  were  very  badly  wilted.  On  July  24  only  two  or 
three  living  and  a  few  dead  mites  were  found  on  the  fruit  cut  off 
July  2.  This  shows  that  rust  mites  will  live  on  fruit  until  it  no  longer 
furnishes  a  food  supply  rather  than  crawl  up  the  stem  to  other  parts 
of  the  tree. 

NATURAL  CONTROL 
CLIMATIC   FACTORS  INFLUENCING   THE  NUMBER   OF  RUST   MITES 

FROST 

Abnormally  low  temperatures  in  Florida  in  February,  1917,  fur- 
nished an  opportunity  to  note  the  effect  of  freezing  on  the  rust  mites. 
From  December  25,  1916,  until  February  1,  1917,  the  weather  had 
been  very  warm.  On  many  days  the  temperature  reached  85°  F.  at 
Orlando,  and  on  February  1  it  was  1  degree  higher.  Owing  to  this 
prolonged  period  of  warm  weather,  citrus  trees  were  in  a  growing  con- 
dition in  every  part  of  the  State,  and  there  were  present  many  more 
rust  mites  than  is  ordinarily  the  case  at  that  season  of  the  year. 

The  following  minimum  temperatures  were  recorded  for  February 
2  to  4,  at  localities  where  examinations  were  made  to  determine  the 
conditions  of  mites :  o  y 

Crescent  City,  Putnam  County 19 

De  Land,  Volusia  County 15 

Ocala,  Marion  County 18 

Eustis,  Lake  County ^ 20 

Orlando,  Orange  County 22 

Winter  Haven,  Polk  County 25 

Frostproof,  Polk  County 27 

Pinellas  Park,  Pinellas  County 27 

As  a  result  of  these  low  temperatures  many  of  the  rust  mites  were 
frozen,  and  many  died  because  of  the  shedding  of  the  foliage. 

Examinations  (14)  were  made  at  Orlando  on  February  3,  or  after 
the  first  cold  night,  and  before  the  second  one.  No  mites  could  be 
found  on  a  small  sour  orange  tree  located  in  an  exposed  situation  on 
which  many  thousands  had  been  present  previous  to  the  frost.  Ex- 
aminations of  green  leaves  still  on  the  trees  on  February  7  showed 
that  the  mites  were  very  scarce,  as  compared  with  the  number  present 
before  the  frost. 


30        TECHNICAL  BULLETIN  17G,  U,  S.  DEPT.  OF  AGRICULTURE 

The  rust  mite  can  not  live  on  dead,  fallen  leaves.  Green  leaves 
were  picked  up  from  the  ground  on  February  10  and  examined,  but 
only  1  living  mite  was  found,  and  that  was  on  a  leaf  from  a  protected 
location  where  17  living  mites  and  3  eggs  were  found  on  10  leaves 
taken  from  a  tree.  There  is  no  doubt  that  the  rust  mites  present 
on  the  trees  and  fruit  the  following  October  were  the  progeny  of  those 
that  survived  on  the  leaves  uninjured  by  the  frost. 

In  the  northern  counties,  where  defoliation  was  complete,  the  rust 
mites  were  nearly  exterminated.  Those  that  were  not  actually  frozen 
perished  with  the  falling  of  the  leaves.  In  an  examination  of  six 
groves  at  Crescent  City  early  in  May  only  two  mites  were  observed 
in  two  days.  In  a  normal  infestation  there  would  have  been  literally 
billions  present.  In  Marion  County,  on  May  24,  the}^  were  also 
extremely  scarce. 

In  the  counties  where  the  defoliation  amounted  to  from  90  to  95 
per  cent  the  rust  mite  also  received  a  serious  setback.  A  conserva- 
tive estimate  of  the  mortality  would  be  more  than  99  per  cent;  in 
fact  not  until  June  1,  or  more  than  four  months  after  the  frost,  had 
they  become  as  abundant  as  they  were  before  the  cold  wave.  Fol- 
lowing the  freeze  the  weather  was  extremely  favorable  for  the  repro- 
duction of  the  mites,  and  this  pest  was  so  abundant  in  this  section  in 
late  June  that  spraying  was  necessary  in  order  to  get  bright  fruit. 
The  only  result  of  the  reduction  of  the  mites  by  the  freeze  was  the 
postponement  of  the  time  of  maximum  infestation  in  these  counties 
about  a  month  or  six  weeks. 

In  the  more  southern  localities  they  were  also  greatly  reduced  in 
numbers,  but  the  reduction  was  not  sufficient  to  be  of  an}'  great 
economic  importance.  Spraying  had  to  be  resorted  to  at  about  the 
same  time  as  in  an  ordinary  season. 

By  late  July  and  early  August  the  rust  mites  had  become  so  abun- 
dant that  it  was  generally  believed  that  a  heavier  infestation  fol- 
lowed the  freeze  than  had  occurred  for  man}^  years.  The  almost  com- 
plete extermination  of  this  species  by  the  freeze  and  its  reproduction 
to  billions  in  six  months  is  a  most  remarkable  biological  fact.  It  is 
difficult  for  the  human  mind  to  conceive  of  such  a  rate  of  reproduc- 
tion. Many  single  grapefruits  during  August  were  infested  with  at 
least  a  half  million  mites.  On  October  3,  however,  the  species  was 
very  scarce.  Several  groves  were  examined,  and  only  a  very  few 
mites  were  found. 

DROUGHT 

The  drought  of  the  spring  of  1922  was  the  worst  since  that  of 
1906-7.  Observations  made  during  this  period  indicated  that  rust 
mites  did  not  multiply  at  all.  There  seemed  to  be  no  more  mites 
present  on  May  4,  the  date  of  the  first  rain,  than  there  were  three 
months  before.  Not  long  after  the  rain  of  May  4,  and  subsequent 
rains,  the  rust  mites  developed  at  a  very  rapid  rate. 

HEAT  OF  SUN 

It  has  been  observed  for  many  years  that  rust  mites  do  not  attack 
the  outer  surfaces  of  the  fruit  on  the  outside  of  the  tree.  They  are 
usually  found  on  the  side  of  the  fruit  which  is  in  semishade.  Of 
course  they  attack  the  entire  surface  of  fruit  on  the  inside  of  the  tree. 


THE    CITRUS    RUST   MITE    AND    ITS   CONTROL  31 

It  is  supposed  that  the  rust  mites  are  not  able  to  endure  the  direct 
rays  of  the  hot  sun  and  therefore  feed  mostly  on  the  sides  of  the  fruit 
in  semishade. 

RAIN 

For  many  years  it  has  been  thought  by  citrus  growers  that  the 
heavy  rains  of  summer  are  directly  responsible  for  the  scarcity  of  rust 
mites  during  the  rainy  season.  They  have  thought  that  the  heavy  rains 
washed  the  mites  from  the  foliage  and  fruits.  As  noted  elsewhere, 
this  scarcity  of  rust  mites  is  due  to  a  fungous  disease. 

Observations  were  made,  however,  to  determine  whether  heavy 
driving  rains  did  wash  mites  from  foliage  and  fruit.  On  May  17, 
1920,  the  rust  mites  were  extremely  abundant  on  both  the  upper  and 
lower  surfaces  of  the  leaves,  on  the  stems,  and  on  the  fruit  of  the 
trees  around  the  laboratory.  On  May  18  it  rained  all  day  and  prac- 
tically all  night,  the  total  precipitation  being  1  inch.  An  examination 
was  made  in  the  afternoon  during  the  rain,  and  the  mites  were  all 
found  on  the  lower  surfaces  of  the  leaves.  On  May  19  an  examination 
made  at  noon  showed  that  the  mites  were  very  abundant  on  both  the 
upper  and  lower  surfaces  of  the  leaves.  There  appeared  to  be  no  fewer 
mites  present  on  the  19th  than  there  were  on  the  17th.  It  is  only  rea- 
sonable, however,  to  suppose  that  some  of  the  mites  had  been  washed  off. 

On  May  25,  between  6  p.  m.  and  8  p.  m.,  2}i  inches  of  rain  fell.  At 
9  p.  m.  an  examination  indicated  that  though  many  of  them  might 
have  been  washed  off,  there  were  still  countless  numbers  of  mites 
present.  There  were  many  more  on  the  lower  surfaces  of  the  leaves 
than  on  the  upper  surfaces.  Those  leaves  which  were  somewhat  pro- 
tected from  the  most  direct  downpour  had  many  mites  on  the  upper 
surfaces.  The  mites  seemed  to  have  the  power  of  sticking  to  the 
foliage  in  spite  of  the  rains.  On  May  26  observations  made  as  soon 
a3  the  leaves  became  dry  indicated  that  mites  were  still  present  by 
countless  millions,  and  they  seemed  to  be  crawling  back  to  the  upper 
surfaces  of  the  leaves. 

On  June  5  rust  mites  were  found  covered  by  drops  of  water  on  the 
fruit  and  also  on  both  sides  of  the  leaves  which  were  wet  on  both 
surfaces.     Apparently  the  mites  were  not  affected  by  the  water. 

In  1923  it  rained  practically  every  day  from  May  3  to  June  1,  all 
the  night  of  June  1,  and  all  the  forenoon  on  June  2.  After  such  a 
period  of  wet  weather  it  was  thought  advisable  to  note  the  location 
of  the  mites.  At  10  a.  m.  on  June  2,  while  it  was  still  raining,  an 
examination  showed  that  the  rust  mites  on  plots  which  had  been 
sprayed  with  Bordeaux  mixture  alone  were  mostly  on  the  lower 
surfaces  of  the  leaves.  Not  more  than  5  per  cent  of  the  mites  on 
all  the  foliage  were  on  the  upper  surfaces.  A  large  number  of  the 
mites  on  the  fruit  were  on  those  areas  which  were  not  wet.  In 
several  instances  mites,  which  were  probably  alive,  were  observed 
beneath  drops  of  water.  Around  the  edges  of  several  drops  of 
water  were  lines  of  mites  which  appeared  to  be  drinking  the  water. 

While  no  doubt  the  heavy  driving  rains  did  wash  a  few  mites  from 
the  foliage  and  fruit  this  diminution  in  numbers  was  not  appreciable 
and  had  little  or  no  bearing  either  on  methods  of  control  or  on  sub- 
sequent abundance  of  the  mites.  It  was  apparent,  however,  that 
rust  mites  crawl  to  the  lower  surfaces  of  the  leaves  to  protect  them- 
selves to  a  certain  extent  from  the  rains. 


32 


TECHNICAL  BULLETIN  176.  U.  S,  DEPT.  OF  AGRICULTURE 


RELATION  TO  SITE 

It  has  been  known  for  many  years  by  growers  and  shippers  that 
fruit  grown  in  hammock  lands,  both  on  the  Florida  east  coast  and 
elsewhere,  does  not  become  russet  to  a  degree  amounting  to  injury. 
The  term  ^'hammock"  is  applied  in  Florida  to  land  having  a  deeper 
soil  and  supporting  a  greater  variety  of  hardwood  growth  than  the 
surrounding  flat  woods.  As  many  people  believe  that  the  rust  mite 
is  not  present  in  such  groves,  it  was  thought  desirable  to  make  a 
special  effort  to  determine  the  status  of  the  rust  mite  throughout  the 
year  in  several  hammock  groves.  To  do  this,  counts  were  made, 
monthly  with  a  few  exceptions,  of  the  rust  mites  in  one  grove  at 
Hawks  Park,  now  Edgewater,  in  two  groves  at  Mims,  and  in  one 
grove  on  Merrits  Island.  In  most  of  these  groves  there  was  con- 
siderable shade  from  cabbage  palmettos,  as  illustrated  in  Figure  8. 
The  results  of  these  examinations  are  given  in  Table  8. 


Figure  8.— Citrus  grove  shaded  by  cabbage  palmettos.    The  partial  shade  is  conducive  to  the 
development  of  the  fungous  disease  of  the  rust  mites 

Table  8. — Counts  of  rust  mites  on  oranges  in  unsprayed  groves  on  hammock  land 


Date 


1922 

Mar.  6 

Apr.  7 

May  10 

June  7 

Julys 

Aug.  8 

Sept.  13-..- 
Oct.  11 


Squares 
examined 

Mites 
counted 

Average 

mites  per 

square 

Number 

Number 

Number 

100 

1 

0.010 

200 

5 

.025 

220 

1 

.005 

280 

3 

.010 

600 

123 

.205 

600 

330 

.550 

600 

62 

.103 

540              131 

.242 

Date 


1922 

Nov.  7 

Dec.  7 

1923 
Jan.  11 

Total  or  average. 


Squares 
examined 


Number 
540 
600 


300 


4,580 


Mites 
counted 


i  Average 

mites  per 

square 


Number 
121 
20 


126 


Number 
0.224 
.033 


420 


923 


202 


Rust  mites  were  present  on  every  date  when  examinations  were 
made,  but  the  infestation  was  so  slight  that  in  the  entire  four  groves 


THE   CITRUS   RUST  MITE   AND    ITS   CONTROL 


33 


not  more  than  a  dozen  oranges  became  russeted  during  the  year. 
Adjoining  the  grove  at  Hawks  Park,  in  a  grove  with  no  shade  or 
palmettos,  there  was  a  considerable  infestation  of  rust  mites.  Here, 
on  August  8,  there  were  20  mites  on  as  many  squares,  and  numerous 
cast  skins  and  dead  mites  were  found  on  one  leaf  which  was  slightly 
tinged  with  rust. 

As  lemon  is  a  preferred  host  plant  for  the  citrus  rust  mite,  ex- 
aminations were  made  in  a  lemon  grove  of  about  an  acre  in  extent 
growing  in  the  Mims  hammock.  This  was  very  low  hammock, 
and  during  parts  of  the  year  there  was  considerable  water  around 
the  trees.  Table  9  gives  a  detailed  account  of  the  examinations  and 
notes  made. 

Table  9. — Counts  of  rust  mites  in  an  unsprayed  lemon  grove,  Mims,  Fla. 


Date 

Squares 
examined 

Mites  on 

foliage 
and  fruit 

Remarks 

1922 
Mar.  6 

Number 
80 
80 
80 
60 
150 
150 
150 
150 
150 
150 

45 

Number 

\ 

0 
24 
24 
0 
0 
0 

514 

Apr.  7 

May  10. 

Foliage  only  examined 

June  7 

Some  shark  skin  present;  6  mites  were  found  on  branches. 
A  few  mites  on  branches. 

JulvS... 

Aug.  8 

No  russeting  or  shark  skin;  clean  fruit. 

Sept.  13 

3  or  4  shark-skin  fruit;  some  dead  mites. 

Oct.  11 

A  few  on  stems;  3  rusty  fruit. 
A  few  on  stems. 

Nov.  7      .  . 

Dec.  7.  .. 

No  rustv  fruit. 

1923 
Jan. 10 

Practically  all  mites  were  on  one  fruit. 

Total 

1.  215 

563 

Several  shark-skin  fruits  were  observed,  but  only  a  few  fruits  in  the 
entire  grove  showing  the  presence  of  excessive  numbers  of  rust  mites 
could  be  found  on  any  date.  On  several  occasions  dead  mites  were 
observed  on  the  fruit,  and  on  several  other  occasions  living  rust  mites 
were  observed  on  the  branches.  The  fruit  with  few  exceptions  re- 
mained entirely  bright  throughout  the  year. 

Numerous  examinations  have  been  made  in  other  hammock  groves, 
and  only  a  very  few  rust  mites  could  ever  be  found.  In  some  groves 
Valencia  oranges  remained  bright  until  late  spring. 

Russet  fruit  was  found  in  every  grove  visited  on  the  east  coast,  but 
in  some  cases  only  one  or  two  were  discovered.  Shark  skin  on  lemons 
was  observed  in  the  Mims  hammock,  and  fruit  literally  covered  with 
rust  mites  was  found  also  in  this  lemon  grove.  Dead  rust  mites  were 
also  observed  on  several  occasions.  The  appearance  of  these  dead 
mites  was  identical  with  that  of  those  found  in  central  Florida,  and 
they  were  no  doubt  killed  by  the  same  fungous  disease  that  caused  the 
death  of  rust  mites  in  other  parts  of  the  State.  Probably  the  reason 
why  the  rust  mites  do  not  become  more  abundant  on  the  east  coast 
is  that  the  excessive  humidity  is  conducive  to  the  development  of  the 
entomogenous  fungus  on  rust  mites  throughout  the  greater  part  of  the 
vear. 

INSECT  ENEMIES 

No  internal  parasite  has  ever  been  found  attacking  the  citrus  rust 
mite. 

Adults  of  the  lady  beetle  Stethorus  nanus  Lac.  have  been  observed 
to  feed  upon  rust  mites,  and  on  August  29,  1922,  J.  R.  Springer  found 


34  TECHNICAL  BULLETIN    176,  iT.  S.  DEPT.  OF  AGRICULTURE 

two  larvae  of  this  beetle  so  feeding.  These  were  put  in  a  breeding 
jar,  and  one  adult  emerged  September  5.  The  feeding  of  the  larva 
of  this  beetle  on  rust  mites  may  be  of  very  rare  occurrence,  as  the 
above  is  the  only  instance  on  record.  This  species  is  of  little  or  no 
importance  in  holding  the  mites  in  check. 

It  is  very  probable  that  several  other  species  of  Coccinellidae  which 
inhabit  citrus  trees  feed  to  some  extent,  in  both  the  larval  and  adult 
stages,  on  rust  mites.  The  mites,  however,  are  so  small  that  they 
would  not  prove  attractive  to  the  lady  beetle  when  other  food  was 
available.  The  same  is  true  of  the  trash  bugs  or  larvae  of  the  golden- 
eyed  lacewing,  Chrysopa  oculata  Say,  and  of  a  species  of  Hemerobius. 
These  trash  bugs  when  very  small  undoubtedly  feed  to  some  extent 
on  rust  mites,  as  the  dead  mites  are  often  seen  on  their  backs  along 
with  the  remains  of  other  insects. 

Hubbard  (6,  p.  11)  was  the  first  to  observe  that  cecidomyiid  larvae 
ate  rust  mites.  These  are  coral  red  maggots  wdth  yellowish  or  trans- 
parent heads  and  a  band  of  the  same  color  near  the  posterior  end, 
although  the  last  segment  is  red.  This  feeding  was  observed  by  the 
writers  in  1913  and  has  been  observed  many  times  since,  though  the 
larvae  appear  only  when  the  mites  are  very  abundant.  Although  they 
have  been  seen  to  eat  mites  at  the  rate  of  four  or  five  per  minute  for 
several  minutes  their  feeding  does  not  reduce  the  number  of  mites  to 
any  appreciable  extent.  These  larvae  are  very  small  and  extremely 
delicate,  and  all  attempts  to  rear  them  to  maturity  have  failed.  They 
fed  on  mites  when  placed  in  small  cages,  but  always  died  without 
pupating. 

FUNGI 

Though  it  has  not  been  established  as  a  scientific  fact,  there  is  con- 
siderable evidence  to  show  that  an  entomogenous  fungus  attacks  rust 
mites  {10). 

It  has  been  observed  annually  since  1912  that  the  citrus  rust  mite 
reaches  the  point  of  maximum  infestation  just  after  the  beginning  of 
the  rainy  season.  In  some  instances  a  single  grapefruit  ma}^  be  in- 
fested at  this  time  with  more  than  half  a  million  mites.  Shortly  after 
the  point  of  maximum  infestation  is  reached  the  mites  disappear  as  if 
by  magic  so  that  by  the  middle  or  end  of  September  more  than  an  hour 
of  diligent  search  is  sometimes  required  to  find  a  single  specimen. 
This  diminution  of  numbers  is  not  due  to  a  lack  of  food  since  on  an 
average  only  about  50  per  cent  of  the  unsprayed  fruit  is  seriously 
attacked  by  the  rust  mites. 

There  is  considerable  evidence  to  show  that  this  disappearance  of 
the  citrus  rust  mite  is  due  to  a  fungous  disease.  In  many  instances 
since  1920  the  mites  have  been  seen  to  congregate  on  a  small  area 
of  the  fruit  w^hich  is  in  the  most  direct  sunlight.  When  so  herded 
together,  the  area  occupied  by  them  becomes  yellow,  and  it  is  impos- 
sible to  see  the  rind  of  the  fruit.  The  mites  in  this  mass  seem  to  be 
stuck  to  one  another  like  numerous  angleworms.  They  are  a  writh- 
ing, wriggling  mass  and  crawl  around  without  any  apparent  object  or 
sense  of  direction.  Shortly  after  this  the  mites  are  seen  to  be  dead,  or 
more  brownish  in  color  than  when  alive,  and  occupying  the  same  spot 
in  the  direct  sunlight.  This  congregating  habit  is  contrary  to  the 
habits  of  the  species,  for  they  normally  seek  partial  shadow  and  are 
not  found  in  great  abundance  on  the  part  of  the  fruit  in  direct  sunlight. 


THE    CITRUS   RUST   MITE    AND    ITS   CONTROL  35 

It  has  been  also  observed  that  most  of  the  adult  mites  change 
color  from  a  lemon  yellow  to  a  darker  or  orange  yellow.  They  also 
become  somewhat  sluggish  in  their  movements. 

An  examination  of  the  dead  mites  usually  shows  that  certain  fungal 
filaments  protrude  from  their  bodies.  In  most  instances  also  there 
are  fungous  bodies  on  the  inside  of  the  dead  mites;  in  fact  these 
bodies  have  been  observed  in  mites  which  were  still  alive  but  which 
had  changed  color  and  become  sluggish. 

The  use  of  copper  sprays  also  gives  strong  circumstantial  evidence 
that  the  limiting  factor  in  the  reproduction  of  rust  mites  is  an  ento- 
mogenous  fungus.  Winston,  Bowman,  and  Yothers  {12,  p.  12)  proved 
beyond  the  possibility  of  a  doubt  that  the  rust  mites  always  become 
much  more  abundant  following  the  use  of  copper  sprays  or  compounds 
than  on  unsprayed  trees  and  fruit.  They  are  also  abundant  for  a 
considerable  length  of  time  after  the  beginning  of  the  rainy  season 
when  scarcely  any  mites  are  present  on  the  trees  not  sprayed  with 
copper  sprays.  The  use  of  such  fungicides  evidently  eliminates  the 
fungous  disease  which  in  all  probability,  under  normal  conditions, 
would  have  attacked  the  rust  mites.  This  same  disease  very  likely 
attacks  the  species  wherever  the  climatic  conditions  permit. 

ARTIFICIAL  CONTROL 

Numerous  experiments  and  observations  extending  over  many  years 
show  that  the  blemish  or  injury  following  rust-mite  feeding  can  not 
be  removed.  This  damage  to  the  fruit  must  be  prevented  by  killing 
the  rust  mites  before  any  appreciable  injury  takes  place  {16,  p.  28). 
As  a  general  rule  rust  mites  are  present  in  great  abundance  from  one 
to  two  weeks  before  extensive  injury  appears. 

INEFFECTIVE  INSECTICIDES 

LEAD  ARSENATE 

As  the  rust  mites  have  piercing  mouth  parts,  lead  arsenate  would 
not  be  expected  to  be  an  effective  insecticide  for  their  control.  Never- 
theless it  was  thought  advisable  to  make  some  actual  tests  to  deter- 
mine this  point.  On  June  10,  1914,  powdered  lead  arsenate  in  the 
proportions  of  1  and  2  pounds,  respectively,  to  50  gallons  of  water 
were  sprayed  on  citrus  trees  infested  with  rust  mites.  Observations 
made  on  several  later  dates  showed  that  no  rust  mites  had  been  killed. 
They  were  still  present  in  great  abundance.  Another  test  was  made 
in  1922.  Trees  w^ere  sprayed  twice,  April  17  and  June  23,  with  1% 
pounds  of  powdered  lead  arsenate  to  50  gallons  of  water.  There 
were,  of  course,  thousands  of  rust  mites  present  before  the  spraying 
on  June  23.  On  June  27  living  rust  mites  were  present  on  the  fruit 
and  foliage  in  great  numbers.  Some  grapefruit  were  quite  rusty,  and 
mites  were  present  on  these  fruits  by  the  millions.  There  was  not  the 
slightest  evidence  that  any  mites  had  been  killed  by  the  spray. 

TOBACCO  SPRAYS 

Tobacco  sprays  perhaps  should  be  classed  as  only  partially  effective 
against  rust  mites  since  the  ordinary  tobacco  decoctions  used  at  1  to 
1,600  will  kill  the  adults  and  young  mites,  but  the  strength  necessary 
to  prevent  the  eggs  from  hatching  is  so  great  that  the  cost  would  be 
prohibitive.     On  June  28,  1915,  several  trees  were  sprayed  with  a 


36 


TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 


tobacco  extract,  1  to  1,600,  but  a  rain  fell  immediately  after  the  last 
tree  was  sprayed,  and  on  June  1  there  were  both  adult  and  young 
mites  and  also  eggs  present.  In  all  probability  the  rain  prevented  the 
insecticide  from  producing  its  full  effect.  An  experiment  was  tried 
with  a  solution  made  by  soaking  a  quantity  of  tobacco  stems  in  water. 
This  solution  was  sprayed  on  the  trees,  and  it  was  strong  enough  to 
kill  mites  and  also  to  prevent  practically  all  the  eggs  from  hatching. 

NICOTINE  DUST 

In  order  to  determine  the  effect  of  nicotine  sulphate  in  the  form  of 
a  dust  preparation  on  rust  mites,  an  entire  grove  was  dusted  on  March 
15,  1922.  Over  most  of  the  grove  the  machine  went  on  only  one  side 
of  each  row,  but  there  was  a  gentle  breeze,  and  the  dust  drifted  in 
good  shape.  Part  of  the  grove,  however,  was  dusted  on  both  sides, 
and  another  plot  was  dusted  twice  on  each  side.  The  results  of  the 
various  examinations  are  given  in  Table  10.  The  rust  mites  in  25 
squares  on  the  upper  surfaces  and  25  on  the  under  sides  of  the  leaves 
were  counted  for  each  treatment  and  for  each  date. 


Table  10. — Counts  of  rust  mites  surviving  after  dusting  on  March  15,  1922,  with 
various  strengths  of  nicotine  sulphate  in  an  orange  grove  at  Orlando,  Fla. 


Number  of  mites  found  on  25  squares  on  foliage  dusted 
with  nicotine  sulphate  of  stated  concentration 

Number  of  mites  found 
on  check  trees 

Date  of 
examination 

2.2  per  cent 

5  per  cent 

10  per  cent 

10  per  cent, 

2  dustings  on 

each  side 

Squares 
counted 

Upper 
surface 

Lower 

Upper 
sur- 
face 

Lower 
sur- 
face 

Upper 
sur- 
face 

Lower 

sur- 
face 

Upper 
sur- 
face 

Lower 
sur- 
face 

Upper 
sur- 
face 

Lower 
sur- 
face 

surface 

Mar.  16- 

Mar.  21 

1 

0 

3 

42 

I 

2 

1 

0 
0 
0 
0 

2 
0 
0 
0 

3 
0 

12 
5 

13 
0 
2 
2 

0 
0 

18 
28 

9 
2 

8 
7 

140 

48 

82 

Mar.  30 

Apr.  17 

50 
100 

1 
30 

2 

8 

Total 

46 

12 

0 

2 

20 

17 

46 

26 

290 

79 

92 

For  all  treatments  combined  it  was  found  by  computation  that 
80  per  cent  of  the  rust  mites  were  killed  at  the  expiration  of  24  hours. 
This  is  not  at  all  a  satisfactory  mortality.  There  were  a  few  left  at 
the  expiration  of  6  days,  but  there  were  a  considerable  number  present 
at  the  expiration  of  15  days,  and  on  June  16  there  were  just  as  many 
rust  mites  present  as  if  no  dusting  had  been  done,  a  condition  which 
was  to  be  expected. 

FUMIGATION  WITH  HYDROCYANIC-ACID  GAS 

From  1906  to  1910  much  experimental  work  was  done  in  fumigation 
with  hydrocyanic-acid  gas  for  the  control  of  white  flies  and  scale 
insects.  A.  W.  Morrill,  who  had  charge  of  the  work,  except  during 
the  last  year,  observed  that  the  rust  mites  which  were  present  on  the 
trees  at  the  time  of  fumigation  were  killed,  but  that  there  was  rein- 
festation  later.  The  senior  author,  working  with  him  at  that  time, 
also  observed  that  groves  which  were  fumigated  had  the  usual  per- 
centage of  russet  fruit.  In  the  fall  of  1918  additional  experimental 
w^ork  was  carried  on  at  three  or  four  places  in  the  State.     Although 


THE   CITRUS  KUST  MITE   AND    ITS   CONTROL 


37 


the  main  object  was  to  determine  the  value  of  this  process  in  the 
control  of  white  flies  and  scale  insects,  it  was  deemed  advisable  to 
obtain  as  extensive  data  as  possible  on  the  effect  of  the  fumigation 
on  mites,  both  immediately  afterwards  and  at  monthly  intervals 
throughout  the  spring  until  the  period  of  maximum  infestation  had 
occurred.  In  most  experiments  regular  white-fly  and  scale  dosages 
were  used.     The  results  are  given  in  Table  11. 

Table  11. — Effect  of  fumigation  with  hydrocyanic-acid  gas  on  rust  mites  in  Florida 


Time  of  examination 


November  and   December  before 

fumigation  (check). 
First     examination     immediately 

after  fumigation. 

Second  examination  (January) 

Third  examination  (February) 

Fourth  examination  (March) 

May  examination 

June  condition 


Squares 
counted 


Mites 
found 


Average 

mites  per 

square 


Number 
196 


220 


Number 
1.866 


282 
320 
265 
311 


5 

21 

3,688 

1,757 


Number 
9.52 

.01 

.02 

.07 

13.92 

5.65 


Remarks 


Practically  all  mites  from  1  grove. 

Rust  mites  abundant  and  all  groves 
required  treatment. 


On  December  13,  1918,  a  count  was  made  to  determine  the  abun- 
dance of  rust  mites  on  foliage  that  had  been  fumigated  the  night 
before.  In  50  squares  not  a  single  mite  was  found.  On  the  row 
adjoining  the  fumigated  row^  50  squares  had  441  mites,  or  8.8  mites 
per  square. 

An  examination  of  the  foregoing  data  proves  that  fumigation 
with  hydrocyanic-acid  gas  kills  rust  mites  and  in  all  probability  a 
majority  of  the  eggs  present.  It  is  also  indicated  that  however 
complete  the  killing  may  be  at  the  time  of  fumigation,  which  is 
usually  before  February  1,  the  rust  mites  will  be  just  as  abundant  in 
late  May  and  June  as  if  no  fumigation  had  been  done.  The  same 
is  usually  true  if  spraying  for  rust  mites  is  done  in  the  late  winter  or 
early  spring.  If  fumigating  were  done  in  either  May  or  June,  using 
such  dosages  as  have  been  found  effective  for  the  killing  of  white 
flies  and  scale  insects,  it  is  evident  that  it  would  be  an  effective  rust- 
mite  control. 

OIL  EMULSIONS 

Since  emulsions  made  of  lubricating  oils  are  extensively  used  in 
Florida  for  the  control  of  white  flies  and  scale  insects  on  citrus  trees, 
it  was  considered  advisable  to  determine  the  effect  of  these  emulsions 
on  rust  mites  and  their  eggs.  In  1910  and  1911  several  groves  sprayed 
with  them  had  fruit  reasonably  free  from  rust-mite  injur}^,  and  it 
was  thought  by  some  growers  that  these  emulsions  were  very  effective 
in  killing  rust  mites  and  therefore  favored  the  production  of  bright 
fruit.  Other  groves  sprayed  with  them  did  not  produce  satisfactory 
fruit.  Experiments  conducted  in  1912  showed  that  0.25  per  cent  of 
oil  ^  did  not  kill  rust  mites;  that  0.5  per  cent  killed  nearly  all  mites; 
that  0.75  per  cent  killed  still  more;  and  that  after  the  use  of  1  per 
cent  only  a  very  few  mites  survived.     To  be  a  satisfactory  spray  for 

•  Analysis  of  oil  No.  1: 

Specific  gravity  at  27'  C - 0.886. 

Flash  point..-. 184°  C. 

Fire  point .-  207°  C. 

Viscosity ..- 365.3  Saybolt  seconds. 

Volatility 4.9  per  cent. 


38    TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 

rust  mites,  not  a  single  mite  should  be  observed  in  the  entire  grove 
for  at  least  a  period  of  from  three  weeks  to  a  month  after  spraying. 
The  fact  that  a  few  rust  mites  were  observed  where  1  per  cent  of 
oil  was  used  indicates  that  it  is  not  an  entirely  satisfactory  spray. 
There  was  much  less  russet  trees  in  each  test,  except  that  of  the 
one-fourth  of  1  per  cent,  than  on  the  unsprayed  trees,  and  the  fruit 
from  the  trees  sprayed  with  1  per  cent  was  reasonably  free  from 
rust-mite  injury.  A  commercial  lubricating-oil  emulsion  applied  on 
a  large  scale  in  1913  with  1  per  cent  of  oil  in  the  diluted  spray  material 
gave  reasonably  satisfactory  results,  but  not  so  good  as  was  given  by 
lime-sulphur  solution  at  1  to  75. 

On  June  28,  1915,  several  seedling  sweet  orange  trees  abundantly 
infested  with  rust  mites  were  sprayed  with  1  per  cent  of  oil  No.  1  .^  On 
July  1  all  adult  mites  were  dead,  but  there  were  literally  thousands  of 
very  young  mites  present.  On  July  10  there  was  still  an  abundant 
infestation,  and  on  August  26  rust  mites  were  abundant,  but  no 
russeting  had  taken  place. 

On  May  20,  1916,  a  row  of  seven  large  seedling  trees  abundantly 
infested  with  rust  mites  was  sprayed  with  0.67  per  cent  of  oil  No.  1. 
On  June  3  the  rust  mites  were  exceedingly  abundant,  and  by  July  3 
millions  were  present  and  much  russeting  had  taken  place. 

On  May  20,  1916,  a  row  of  trees  was  likewise  sprayed  with  a  dilu- 
tion of  1  per  cent  of  a  commercial  miscible  oil.''  On  June  3  rust 
mites  were  present  in  considerable  abundance.  On  July  3  many  more 
mites  were  present  than  in  the  following  test,  where  2  per  cent  of  oil 
was  used,  and  on  August  2  much  russeting  had  developed  and  the 
row  was  sprayed  for  the  second  time.  On  January  17  there  were 
1  bright  fruit  (0.53  per  cent),  54  goldens  (28.9  per  cent),  and  132 
russets  (70.6  per  cent). 

On  May  20,  1916,  seven  large  seedling  trees  were  sprayed  with 
an  emulsion  containing  2  per  cent  of  oil  No.  1.  A  heavy  rain  fell 
two  days  later,  which  in  all  probability  did  not  interfere  with  the 
effectiveness  of  the  spray.  On  June  3  living  rust  mites  were  present. 
On  July  3  there  were  millions  of  them,  eggs  were  abundant  on  both 
leaves  and  fruit,  and  russeting  had  just  begun  to  appear.  After  an 
average  spraying  with  lime-sulphiir  solution  practically  no  rust  mites 
would  have  been  present.  Up  to  this  time  no  injury  had  resulted 
from  the  spraying.  On  August  2  the  same  trees  were  sprayed  for 
the  second  time,  2  per  cent  of  the  same  emulsion  as  was  used  for  the 
first  application  being  used.  On  September  9  it  was  quite  noticable 
that  some  of  the  fruit  on  the  trees  spraj^ed  twice  showed  considerable 
injury  from  the  oil;  i.  e.,  the  shadows  were  very  pronounced  on  the 
fruit.  On  January  17  the  fruit  was  picked,  and  there  were  24  bright 
fruit  (3.9  per  cent),  265  goldens  (43.4  per  cent),  and  321  russets 
(52.6  per  cent). 

On  May  13,  1922,  a  row  of  heavily  infested  young  trees  having 
no  fruit  was  thoroughly  sprayed  with  1  per  cent  of  oil  No.  1.  On 
May  17  a  careful  examination  of  10  leaves  was  made,  and  not  a  single 
rust  mite  or  egg  was  found.  On  May  20  no  rust  mites  could  be  found 
after  the  trees  had  been  examined  for  over  15  minutes,  and  no  rust 
mites  were  found  on  June  1. 

Although  the  above  experimental  work  appears  somewhat  con- 
tradictory, it  certainly  is  evident  that  the  oil  emulsions  are  generally 

«  See  footnote  5  on  p.  37.  '  No  analysis  available. 


THE    CITRUS   RUST   MITE    AND    ITS   CONTROL  39 

only  partially  effective  against  rust  mites  and  their  eggs.  They  can 
not  be  relied  upon  to  produce  bright  fruit.  It  is  probable  that  any 
dilution  of  oil  emulsion  of  1  per  cent  or  stronger  kills  practically  all 
mites  actually  hit  by  the  spray,  but  none  are  killed  that  are  not  hit. 
As  a  consequence,  owing  to  imperfect  spraying,  many  mites  are  left, 
and  all  the  eggs  are  not  prevented  from  hatching,  and  these  provide 
for  rapid  reinfestation.  The  past  experience  of  Florida  growers 
bears  out  the  conclusion  that  oil  sprays  are  only  partially  effective 
against  rust  mites. 

EFFECT  OF  SULPHUR  ON  RUST  MITES 

WHEN  NOT  IN  IMMEDIATE  CONTACT 

Rust  mites  are  extremely  sensitive  to  sulphur.  This  was  reported 
by  Hubbard  (7,  p.  117),  who  found  that  rust  mites  were  killed  by 
the  fumes  resulting  from  its  oxidation  when  the  mites  w^ere  not  in 
immediate  contact  with  the  sulphur.  Additional  experimental  work 
was  undertaken  to  determine  further  the  effect  of  sulphur  on  rust 
mites. 

On  June  23,  1921,  a  pound  of  sulphur  was  sprinkled  over  the  bottom 
of  an  air-tight  box  of  25  cubic  feet  capacity,  with  shelves  8,  16,  and 
24  inches,  respectively,  from  the  bottom.  This  was  done  some  time 
in  the  forenoon  so  that  the  sulphur  would  have  time  to  settle  before 
the  fruit  was  placed  inside.  In  the  afternoon  five  recently  picked 
oranges,  heavily  infested  with  rust  mites,  were  placed  on  each  of  the 
three  shelves  in  the  box,  and  the  box  was  then  closed.  On  the  next 
day  an  examination  showed  that  there  were  living  mites  on  all  the 
fruit  and  a  faint  odor  of  sulphur  was  present.  There  may  have  been 
some  dead  mites  also,  but  not  enough  to  be  noticeable.  At  the 
expiration  of  48  hours  the  odor  of  sulphur  was  quite  pronounced,  and 
it  seemed  that  most  of  the  mites  on  the  fruit  were  dead,  though  there 
were  some  living  mites  on  each  fruit.  No  difference  could  be  de- 
tected in  the  number  of  dead  mites  on  the  fruit  on  the  three  shelves. 
On  June  27,  four  days  after  the  beginning  of  the  experiment,  not  a 
single  living  mite  could  be  seen  with  a  hand  lens  on  any  of  the  fruit. 
On  June  28,  the  fifth  day,  a  very  careful  examination  was  made  with 
the  binocular  microscope,  and  a  very  few  living  mites  were  observed 
on  each  of  the  fruits.  The  living  mites  were  all  old  ones;  the  eggs 
w^hich  were  present  at  the  beginning  of  the  experiment  evidently  had 
hatched,  but  the  young  mites  had  been  killed  by  the  sulphur  fumes. 
On  July  2  all  mites  were  dead,  and  the  fruits  had  shriveled  up  and 
dried  out.  The  average  maximum  temperature  from  June  23  to 
June  28  was  93°  F.,  which  no  doubt  was  conducive  to  a  more  rapid 
oxidation  of  the  sulphur.  As  a  check  on  the  above  test,  five  fruits 
heavily  infested  with  rust  mites  had  been  placed  on  each  of  the 
shelves  in  the  box  on  June  21,  and  after  48  hours  no  mites  had  been 
killed  by  the  confinement  in  the  box.  Under  the  binoculars  they 
were  seen  to  be  moving  about  and  appeared  exactly  as  they  did  when 
the  fruit  was  first  put  in  the  box. 

AT    VARIOUS    TEMPERATURES 

On  January  22,  1923,  experiments  were  started  to  determine  the 
effect  on  rust  mites  of  oxidation  of  sulphur  at  different  temperatures. 
The  temperature  box  had  five  compartments  holding  constant  tem- 
peratures of  10°,  15°,  20°,  25°,  and  30°  C.     The  warmest  compart- 


40  TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 

ment  was  regulated  with  a  thermostat  so  that  a  constant  tempera- 
ture of  30°  C.  (86°  F.)  was  maintained.  The  temperature  of  the 
coldest  compartment  was  maintained  at  10°  C.  (50°  F.)  by  ice  in  an 
adjoining  chamber.  Fifteen  grams  of  flour  of  sulphur  was  placed  on 
the  bottoms  of  each  of  five  clean  tin  cans  of  about  3-pint  capacity, 
and  an  orange  heavily  infested  with  rust  mites  was  put  into  each  can. 
A  small  glass  beaker  was  placed  in  each  can,  which  supported  the 
orange  and  kept  it  from  coming  in  contact  with  the  sulphur.  Five 
other  cans  were  prepared  in  the  same  way  except  that  the  sulphur 
was  omitted,  and  these  were  used  as  checks.  Two  cans,  one  with 
sulphur  and  one  without,  were  placed  in  each  compartment.  Tightly 
fitting  lids  were  placed  on  the  cans,  and  all  were  handled  most  care- 
fully so  as  not  to  disturb  the  sulphur. 

Several  examinations  were  made  to  determine  the  effect  of  the 
sulphur  on  the  mites  in  the  cans.  At  the  end  of  the  third  day  the 
mites  in  the  cans  without  the  sulphur  were,  in  so  far  as  could  be  told, 
normal  in  numbers  and  in  appearance.  There  were  practically  no 
mites  killed  in  any  of  the  compartments  with  sulphur  except  the 
warmest  two.  Only  a  few  mites  were  killed  in  the  second-warmest 
compartment,  with  a  temperature  of  25°  C.  (77°  F.),  and  most  of 
the  mites  were  killed  in  the  hottest  compartment,  where  the  tem- 
perature was  30°  C. 

A  grove  experiment  was  also  conducted  in  which  two  large,  heavy 
paper  sacks  were  placed  over  branches  each  having  about  six  fruits 
heavily  infested  with  mites.  In  one  a  fairly  large  quantity  of  sulphur 
was  placed  so  that  it  was  at  least  6  or  8  inches  from  the  fruits.  The 
other  sack  did  not  contain  any  sulphur.  The  average  maximum 
temperature  for  the  following  three  days  was  about  90°  F.  At  the 
end  of  this  time  no  mites  had  died  in  the  sack  without  sulphur, 
whereas  nearly  all  were  dead  in  the  sack  containing  the  sulphur. 
The  fruits  in  the  treated  sack  were  reasonably  bright  at  picking  time 
but  there  was  much  rust  on  those  fruits  in  the  sack  without  sulphur. 

These  experiments  show  that  the  rust  mites  are  killed  by  the 
fumes  resulting  from  the  oxidation  of  sulphur  if  the  temperature  is 
high  enough. 

Numerous  experiments  have  been  conducted  to  determine  the 
effect  of  sulphur  fumes  on  rust  mites  in  the  open.  Several  cigar 
boxes  containing  a  pound  each  of  sulphur  were  placed  6  inches 
beneath  foliage  heavily  infested  with  rust  mites,  but  no  mites  were 
killed.  As  many  as  12  paper  bags  containing  sulphur  have  been 
hung  in  a  single  tree  without  producing  any  mortality  whatever. 
Sulphur  has  likewise  been  put  on  the  ground,  but  it  is  doubtful  if 
any  mites  were  killed  by  it. 

WHEN  IN  CONTACT  WITH  THE  MITES 

Leaves  heavily  infested  with  rust  mites  were  placed  under  the 
microscope.  With  the  eyes  protected,  sulphur  was  blown  from  a 
hand  duster  over  the  leaves.  There  was  on  the  whole  no  unusual 
activity  among  the  mites  as  the  grains  of  sulphur  settled  near  them. 
A  few  reared  themselves  on  the  anal  end,  and  a  few  crawled  very 
short  distances,  but  the  majority  remained  motionless  and  died  with- 
out any  movement  visible  through  the  microscope.  A  large  percent- 
age were  dead  at  the  end  of  5  minutes,  nearly  all  at  the  end  of  10 
minutes,  and  no  life  could  be  detected  at  the  end  of  20  or  25  minutes. 
These  results  show  that  the  effect  of  the  sulphur  is  extremely  rapid. 


THE    CITRUS   RUST  MITE   AND   ITS   CONTROL  41 

To  determine  whether  the  mites  were  dead,  they  were  touched  very 
gently  with  a  needle,  and  if  the  legs  did  not  move  the  mite  was  con- 
sidered to  be  dead.  The  temperature  ranged  from  90°  to  92°  F. 
The  observations  were  made  outdoors  in  the  shade,  but  the  sun  was 
shining  brightly. 

EFFECT    OF    WEAK    DILUTIONS    OF    LIME-SULPHUR    SOLUTION    ON 

RUST  MITES 

LABORATORY  TESTS 

In  order  to  get  additional  data  on  the  sensitiveness  of  rust  mites 
to  sulphur  and  also  to  obtain  information  as  to  what  dilution  of  lime- 
sulphur  solution  might  be  used  for  spraying  purposes,  a  series  of 
dipping  tests  were  carried  on  in  the  laboratory  from  June  14  to  27, 

1920.  Small  twigs  from  seedling  trees  were  cut  off,  each  twig  having 
one  orange  and  a  few  leaves  heavily  infested  with  rust  mites,  and 
were  immersed  in  lime-sulphur  solution  at  a  wide  range  of  dilutions. 
Each  twig  was  then  placed  in  a  bottle  of  water  to  keep  it  fresh. 

In  all  dilutions  from  1-50  to  1-275  all  the  mites  present  at  the  time 
of  dipping  were  instantly  killed,  and  in  24  hours  their  bodies  had 
dried  up.  No  eggs  hatched;  they  seemed  to  collapse  or  were  eaten 
by  the  caustic  nature  of  the  insecticide.  In  the  dilutions  from  1-300 
to  1-325  all  the  mites  were  killed  by  the  dipping,  but  a  few  eggs 
hatched  out  on  the  third  and  fourth  days.  In  13  dilutions  ranging 
from  1-400  to  1-8,000,  all  of  the  rust  mites  were  killed,  and  their 
bodies  were  dried  up  on  the  following  day.  The  eggs,  however,  did 
not  seem  to  be  injured  in  any  way,  and  an  abundance  of  young  mites 
hatched  on  each  of  the  days  following  the  tests.  In  the  dilutions 
1-400  and  1-500  most  of  the  hatching  took  place  after  the  second 
day,  showing,  perhaps,  that  if  the  egg  was  ready  to  hatch  the  sulphur 
was  effective  in  killing  the  embryo  mite.  It  would  appear  from  the 
tests  that  1-8,000  is  the  critical  dilution.  At  1-10,000  most  of  the 
mites  present  were  killed,  but  a  few  of  the  older  ones  remained  un- 
harmed; 1-20,000,  1-30,000,  and  1-40,000  did  not  seem  to  hurt 
them  at  all. 

The  mites  on  three  check  twigs  lived  normally  for  over  a  week,  or 
throughout  the  experiment.  Eggs  hatched  normally.  Two  other 
checks  were  dipped  in  water,  but  the  mites  were  not  killed,  and  the 
eggs  hatched  in  normal  numbers.  The  water,  however,  seemed  to 
make  the  mites  crawl  around  more  than  they  did  on  the  dry  checks. 

In  the  main  the  experiments  were  repeated  from  June  15  to  20, 

1921.  That  year  the  dilutions  1-200,  1-225,  and  1-250  killed  all 
mites  present,  and  no  eggs  hatched.  With  the  1-275  dilution,  how- 
ever, three  young  mites  appeared  on  the  second  day.  Also  for  the 
dilutions  1-300,  1-325,  1-350,  and  1-500  from  one  to  four  were 
present  after  two  days.  None  appeared  after  the  use  of  the  1-400 
dilution.  The  1-5,000  was  the  weakest  dilution  that  killed  all  the 
mites  present.  A  few  adult  mites  were  present  on  the  day  following 
the  tests  with  1-6,000  and  1-7,000.  With  the  strengths  1-8,000  and 
1-9,000  about  50  per  cent  of  the  mites  were  killed,  but  1-10,000, 
1-12,000,  and  1-15,000  did  not  affect  the  mites  at  all. 

On  the  whole  the  experiments  conducted  in  1920  and  1921  agreed. 
In  1920  the  dilution  1-275  killed  all  mites,  and  no  eggs  hatched; 
whereas  in  1921  the  dilution  1-250  produced  the  same  results.  In 
1920  the  weakest  dilution  to  produce  a  complete  mortality  of  mites 
was  1-8,000,  but  in  1921  it  was  1-5,000. 


42         TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 


FIELD  SPRAYING  TESTS 

For  field  tests  with  various  dilutions  of  lime-sulphur  solution  five 
lots  of  50  gallons  each  were  sprayed  on  trees  heavily  infested  with 
rust  mites  and  eggs  on  June  26,  1920.  The  temperature  during  the 
spraying  was  80°  to  84°  F.,  and  the  trees  were  very  thoroughly 
sprayed,  but  about  one  and  one-half  hours  after  the  last  lot  had  been 
applied  a  shower  (0.45  inch)  fell.  The  first  count  was  made  on 
June  28,  two  days  after  the  spraying,  so  that  the  effect  of  various 
dilutions  could  be  determined  upon  both  the  adult  mites  and  the 
eggs.     The  results  of  the  test  are  shown  in  Table  12. 

Table  12. — Number  of  rust  mites  surviving  field  tests  with  weak  dilutions  of 

lime-sulphur  solution 

[Sprayed  June  26,  1920;  counted  June  28, 1920] 


Dilution 

Number  of  mites  found  on 
10  squares 

Total 

Upper 
surface 
of  leaves 

Lower 
surface 
of  leaves 

Fruit 

1-2,000 

1-1,500 

1-1,000 

1-500 

1-250 

124 
172 
47 
29 

1 

51 
62 
27 
15 
3 

247 
152 
137 
68 

7 

422 
386 
211 
112 
11 

Practically  all  of  the  rust  mites  found  on  June  28  were  young 
mites  and  no  doubt  had  hatched  from  the  eggs  which  had  been 
deposited  before  the  trees  were  sprayed.  The  1-2,000  dilution 
left  twice  as  many  mites  as  the  1-1,000,  and  the  1-1,000  dilution  left 
approximately  twice  as  many  mites  as  the  1-500,  whereas  the  1-250 
left  very  few  mites  alive.  The  above  results  were  obtained  by 
counting  the  same  number  of  squares  from  each  plot,  10  on  the 
upper  and  10  on  the  lower  surface  of  the  leaves,  and  10  on  the  fruit. 
There  were  present  thousands  of  dead  mites.  It  was  also  noticed 
that  more  than  twice  as  many  mites  were  found  on  the  upper  surfaces 
as  on  the  lower  surfaces.  No  doubt  this  was  due  to  the  effect  of  the 
rain  in  the  afternoon,  which  washed  off  the  sidphur  from  the  top 
surfaces  of  the  leaves  more  thoroughly  than  from  the  lower  surfaces. 

Another  count  was  made  of  the  1-250  dilution  plot  on  June  30. 
There  were  16  mites  on  the  upper  surfaces  and  2  on  the  lower  surfaces 
of  the  leaves,  and  64  on  the  fruit.  Practically  all  of  these  mites  were 
young  ones  which  had  hatched  since  the  spraying  on  June  26.  The 
results  of  this  spraying  certainly  indicate  that,  so  far  as  field  work  is 
concerned,  not  even  the  dilution  of  1-250,  the  strongest  spray  used  in 
this  experiment,  is  strong  enough  to  give  perfect  results  or  commercial 
control  with  one  application. 

EFFICIENCY   OF   VARIOUS   SULPHUR   COMPOUNDS  FOR   RUST-MITE 

CONTROL 

It  has  been  shown  (18)  that  certain  sulphur  compounds,  when 
used  so  that  the  diluted  spray  material  contains  equal  quantities  of 
sulphur  in  solution,  produce  equally  satisfactory  results.  In  order  to 
further  test  several  forms  of  sulphur  recommended  by  the  manufac- 


THE    CITRUS   RUST    MITE    AND    ITS   CONTROL 


43 


turers  as  substitutes  for  lime-sulphur  solution,  additional  experimental 
work  was  conducted  June  9  and  10,  1921,  in  a  grove  near  Orlando 
where  there  was  an  abundant  infestation  of  rust  mites.  Each 
material  was  applied  at  such  a  dilution  that  the  quantity  of  sulphur 
present  in  each  spray  material  was  the  same.  The  trees  were  very 
thoroughly  sprayed,  in  fact  drenched.  No  rains  fell  during  the  spray- 
ing or  until  June  15,  at  8  p.  m.,  when  a  heavy  downpour  occurred. 
To  obtain  the  records  given  in  Table  13  the  mites  w^ere  counted  in  75 
squares  for  each  material  and  check  on  June  16  and  30,  and  on  July 
14,  and  in  30  squares  for  each  material  and  check  on  July  30  and 
September  2,  an  equal  number  being  counted  on  the  lower  surfaces 
and  upper  surfaces  of  the  foliage,  and  on  the  fruit. 

The  examination  made  on  June  16,  six  days  after  the  spraying, 
showed  that  all  of  the  materials  were  efficient  in  preventing  the  eggs 
from  hatching.  Of  the  16  mites  found,  8  were  young  ones  which  had 
hatched  since  the  spraying.  Considering  the  millions  of  eggs  present 
at  the  time  of  spraying,  the  results  were  most  satisfactory.  As 
stated  before,  the  trees  were  thoroughly  drenched,  and  it  is  the 
writers'  opinion  that  this  may  account  for  the  uniformity  of  the  results 
obtained  with  the  several  materials  and  dilutions. 

Many  more  mites  were  present  on  the  unsprayed  checks  on  June 
16  and  30  and  July  14  than  on  the  sprayed  plots.  On  July  30  and 
September  2  this  condition  was  reversed.  This  is  probably  due  to 
the  presence  of  an  entomogenous  fungus  which  developed  on  the 
unsprayed  check  during  the  rainy  season.  No  doubt  this  fungus  was 
responsible  for  fewer  mites  being  present  wSeptember  2  on  the  sprayed 
trees  on  which  the  materials  were  used  at  the  weakest  dilution.  The 
stronger  dilutions  may  have  acted  to  prevent  the  development  of 
this  fungus  whereas  the  weaker  dilutions  were  not  so  effective. 


Table  13. — Number  of  rust  mites  counted  following  the  use  of  several  sulphur 
compounds  on  trees  in  a  grove  near  Orlando,  Fla.,  June  9  and  10,  1921 


Material  used 

Dilution 

Number  of  rust  mites  present 

on— 

June  16 

June  30 

July  14 

July  30 

Sept.  2 

Lime-sulphur  solution 

1-66 

4 

1 
0 
0 
1 
0 
0 

0 
0 
4 
11 
2 
5 

27 
22 
105 
148 
178 
19 
66 

277 
309 
210 
176 
424 
1102 
459 

265 

Dry  lime-sulphur ..  ...  ...  . 

3  pounds  to  50  gallons 

Z%  pounds  to  50  gallons. -- 
do 

do 

344 

Dry  soda-sulphur  (lime  added) 

Dry  soda-sulphur  (no  lime) 

Liver  of  sulphur 

217 
165 
152 

Barium  tetrasulphide 

4H  pounds  to  50  gallons... 
3H  pounds  to  50  gallons... 

425 

Commercial  sulphur  spray  (sub- 
stitute    for     self-boiled     lime- 
sulphur  solution). 

753 

Total 

6 
1,072 

27 
2,527 

555 
3,666 

1,957 
615 

2,321 

Check 

64 

1-200-.- - 

Lime-sulphur  solution 

3 

1 
0 
1 
5 
0 
0 

6 
15 

2 
22 
11 
13 

0 

66 
120 
89 
151 
91 
27 
18 

258 
382 
792 
164 
184 
243 
231 

232 

Dry  lime-sulphur 

1  pound  to  50  gallons  - 

IJi  pounds  to  50  gallons-... 

do 

do - 

64 

Dry  soda-sulphur  (lime  added) 

Dry  soda-sulphur  (no  lime) 

Liver  of  sulphur 

132 
212 
418 

Barium  tetrasulphide 

1)4  pounds  to  50  gallons... 
IH  pounds  to  50  gallons... 

49 

Commercial  sulphur  spray  (sub- 
stitute    for     self-boiled     lime- 
sulphur  solution). 

281 

Total 

10 
1.072 

69 
2,527 

562 
3.666 

2,254 
615 

1,388 

Check 

64 

1  No  fruit  on  this  plot.    Mites  counted  on  50  squares  of  foliage. 


44         TECHNICAL  BULLETIN  17G,  U.  S.  DEPT.  OF  AGRICULTURE 

In  1922  the  same  materials  were  again  used  on  the  sulphur-content 
basis.  Two  strengths  of  each  material,  based  on  lime-sulphur  solu- 
tion 32°  Baum^  1-66  and  1-132,  were  applied.  The  spraying  was 
done  June  13,  14,  and  15,  when  the  rust  mites  were  present  in  great 
abundance,  and  the  first  rain  (1.28  inches)  fell  June  19  at  7  p.  m. 
The  results  were  identical  with  those  obtained  in  1921.  No  one 
material  gave  evidence  of  having  been  more  effective  than  the  others. 

Dry  lime-sulphur  and  barium  tetrasulphide  (19,  p.  9)  should  be 
used  according  to  the  quantity  of  sulphur  they  contain,  or  on  the 
sulphur-equivalent  basis.  There  is  no  indication  in  any  of  the  experi- 
ments recorded  in  this  bulletin  that  the  sulphur  is  any  more  effective 
in  either  of  these  forms  than  it  is  in  lime-sulphur  solution.  In  fact, 
in  every  experiment  conducted  lime-sulphur  solution  proved  to  be 
equal  to  or  superior  to  any  other  form  of  sulphur.  Dry  soda-sulphur 
or  soda-sulphur  solution  should  perhaps  not  be  used  alone  for  rust- 
mite  control,  since  these  materials  if  used  on  the  sulphur-equivalent 
basis  of  lime-sulphur  1-50  will  produce  some  injury  to  the  foliage. 
They  have  a  distinct  place,  however,  when  mixed  with  an  oil  emulsion 
to  make  a  combined  white-fly,  scale,  and  rust-mite  spray.  If  this 
combination  is  used,  the  oil  emulsion  should  be  diluted  to  the  strength 
usually  prescribed  for  the  insects  it  is  intended  to  control,  and  3  or 
4  pounds  of  dry  soda-sulphur  or  !}{  gallons  of  soda-sulphur  solution 
to  100  gallons  of  water  should  be  used. 

As  mentioned  before,  the  trees  sprayed  in  1918,  1919,  1921,  and 
1922  were  most  thoroughly  sprayed,  which  may  account  for  the 
remarkable  uniformity  of  the  results  obtained.  An  opportunity  was 
presented  in  1921  for  determining  the  results  of  spraying  under  the 
average  grove  conditions,  using  dry  lime-sulphur  and  lime-sulphur 
solution.  The  spraying  was  done  April  23,  and  an  abundant  infes- 
tation of  rust  mites  was  present.     The  results  are  given  in  Table  14. 

Table  14. — Number  of  rust  mites  per  75  squares  following  application  of  sprays 
made  with  dry  lime-sulphur  and  lime-sulphur  solution,  April  23,  1921 


Number  of  rust  mites  per 

75  squares  following  application  of— 

Date  of  examination 

Spray  made  with  dry  lime-sulphur 

Spray  made  with  lime-sulphur  so- 
lution 

Check 

2  pounds  to 
50  gallons 

3  pounds  to 
50  gallons 

4  pounds  to 
50  gallons 

H  gallon  to 
50  gallons 

%  gallon  to 
50  gallons 

1  gallon  to 
50  gallons 

May  18 

805 
(0 

59 
264 

43 

175 

8 

3 

15 
110 

1,765 

June  15 

659                 481 

9,979 

1  Too  many  to  count. 

It  will  be  seen  from  the  table  that  dry  lime-sulphur  is  much  less 
efficient  than  lime-sulphur  solution  when  applied  under  average 
grove  conditions.  When  2  pounds  to  50  gallons  of  water  was  used, 
the  results  were  little  better  than  where  no  spraying  had  been  done. 

SULPHUR  COMPOUNDS  COMBINED  WITH  OIL  EMULSIONS  FOR  RUST  MITES 

It  is  often  necessary,  and  many  times  advisable,  to  spray  for  rust 
mites,  white  flies,  and  scale  insects  at  the  same  time.  Since  the 
lubric  a  ting-oil  emulsions  designed  for  white-fly  and  scale  control  are 
only  partially  effective  against  rust  mites,  it  is  necessary  to  add  sulphur 


THE    CITRUS   RUST   MITE    AND    ITS   CONTROL 


45 


in  order  to  obtain  satisfactory  results.  For  many  years  soda  sulphur 
in  both  the  dry  and  liquid  forms  has  been  used  for  this  purpose. 

In  1912  an  attempt  was  made  to  determine  the  strength  of  soda- 
sulphur  solution  ^  that  should  be  used  with  oil  emulsion  to  produce 
satisfactory  results.  The  results  obtained  are  given  in  Tables  15  and 
16.  The  adults  were  killed  in  every  test,  and  examinations  had  ref- 
erence only  to  young  mites  which  hatched  out  after  the  tests  were 
made. 

The  results  of  the  tests  made  by  dipping  branches  and  spraying 
trees  agreed  reasonably  well,  and  if  1  per  cent  of  oil  is  used  for  the 
control  of  scale  insects  the  strength  of  soda-sulphur  solution  should 
not  be  less  than  1-100,  and  1-75  would  make  a  perfect  mortaUty 
more  certain.  From  3  to  4  pounds  of  the  dry  form  of  soda-sulphur 
(analyzing  56  per  cent  of  sulphur)  to  100  gallons  of  water  produces 
satisfactory  results  when  combined  with  1  per  cent  of  oil  as  emulsion. 

Table  15. — Dipping  tests  to  determine  the  strength  of  soda-sulphur  solution  most 

effective  in  combination  with  oil  emulsion  for  the  killing  of  eggs  of  the  rust  mite 

[Twigs  dipped  July  27,  1912,  Orlando,  Fla.] 


Composition  of 
insecticide  used 

Results  of  examinations  made- 

Remarks 

Oil  emul- 
sion 

Soda 
sulphur 

July  29 

Aug.  7 

Per  cent 
oil 
0.25 

Gallons  to 
gallons  of 
water 
1-75 

1-50 

1-100 

1-75 

1-50 

1-150 

1-100 

1-75 

1-150 

1-75 
1-100 

15  young  mites 

1 
1 

! 

Very  few  mites,  eggs  numer- 

.25 

Young  mites  present      

ous. 

No  living  mites,  but  eggs  ap- 
pear normal. 

1  young  mite 

Nearly  perfect. 

50 

6  young  mites  present 

50 

Perfect. 
Nearly  perfect. 
Do. 

Perfect. 

.50 

No  young  mites 

No  mites 

No  examination 

.75 

.75 

1  young  mite                       

No  mites  found,  but  may  not 
be  conclusive. 

75 

Killed  no  eggs.  No  young 
mites  present. 

Young  mites  present,  eggs  ap- 
pear normal. 

2  young  mites    -  

1  00 

No  examination 

%     1.00 

No  living  mites. 

1.00 

4  young  mites - Nearly  perfect. 

Table  16. — Spray  tests  to  determine  the  strength  of  soda-sulphur  solution  most 

effective  in  combination  with  oil  emulsion  for  the  killing  of  rust-mite  eggs 

[Trees  sprayed  July  19,  1912,  Orlando,  Fla.] 


Composition  of 
insecticide  used 


Results  of  examinations  made- 


Oil  emul- 
sion 


Soda 
sulphur 


July  23 


Aug.  6 


Remarks 


Per  cent 
oil 
0.25 

.25 

.25 
.25 

.50 
.75 
LOO 


Gallons  to ' 
gallons  of  \ 
water     ' 
1-150  *  Living  mites  abundant. 


1-100  i  Many  living  mites  present 


1-75 
1-50 


Living  mites  present... 
One  young  mite  living. 


Mites    abundant,    sam 

check. 
Mites  abundant,  about 

as  check. 

Very  few  present 

Mites  fairly  abundant... 


1-100     Living  mites  present 

1-100  I  Very  few  living  mites  present. 
1-100     None  present 


.do. 
.do. 


Few  living  mites  present. 


Kggs  appear  abnor- 
mal.   Perfect. 

Perfect. 
Do. 


8  The  solution  used  in  all  the  experiments  was  made  according  to  the  formula  given  on  p.  22  of  Farmers' 
Bulletin  933  (/6). 


46         TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 


The  simple  oil  emulsions  can  be  treated  with  glue  or  other  stabilizers 
to  make  them  mix  with  lime-sulphur  solution  (21),  dry  lime-sulphur, 
or  barium  tetrasulphide.  Several  commercial  oil  emulsions  are  so 
made  that  they  will  readily  mix  with  these  sulphur  compounds. 
These  combination  sprays  have  been  used  by  the  writers  experimen- 
tally and  in  most  cases  produced  satisfactory  results,  as  shown  in 
Table  17. 

All  of  the  tests  produced  a  satisfactory  mortality. 

In  1922  a  small  grove  was  sprayed  with  3  quarts  of  lime-sulphur 
solution  combined  with  1  per  cent  of  oil  as  emulsion  in  50  gallons  of 
water,  and  satisfactory  results  were  produced. 

Table  17. — Results  of  spraying  with  7  per  cent  oil  emulsions  combined  with  varying 
quantities  of  lime-sulphur  solution,  dry  lime-sulphur,  and  barium  tetrasulphide 


Compos  ition  of  spray 

Number  of  rust  mites  present  on  75 
squares 

Before 
spraying 

May  12 

I 
May  31   July  6 

Barium  tetrasulphide  IH  pounds,  plus  oil-emulsion  paste  ..    .  .  - 

589 
589 

56 
589 
589 

56 
589 

56 

0 
0 
0 

21 

0 
0 
0 
0 

2  1 

Barium  tetrasulphide  2J^  pounds,  plus  oil  emulsion  with  glue 

0  ! 

0  i        1  219 

Dry  lime-sulphur  l]/2  pounds,  plus  oil  emulsion  with  glue 

34  1 

Dry  lime-sulphur  1)4,  pounds,  plus  oil-emulsion  paste.   

4  2   1 

Dry  lime-sulphur  3  pounds,  plus  oil  emulsion  with  glue. 

0  1          107 

Lime-sulphur  solution  1-130,  plus  oil  emulsion  with  glue --. 

0  i           »1 

Lime-sulphur  solution  1-66,  plus  oil  emulsion  with  glue 

0  !            06 

Check 

332   

1  175  on  1  fruit  may  not  have  been  hit  by  spray 
2 1  voune  mite. 


2 1  young  mite. 
3  2  young  mites 


*  2  young  mites. 

*  1  young  mite. 


In  1923  considerable  injury  followed  the  use  of  oil-emulsion  paste 
made  by  using  kaolin  as  the  emulsifying  agent  and  lime-sulphur 
solution.  In  several  other  cases  injury  has  followed  the  use  of  soda- 
sulphur  solution  combined  with  the  oil  emulsions.  It  is  not  known 
why  the  oil  emulsion  and  sulphur  sprays  cause  injury  in  rare  iu;- 
stances  only,  and  this  combination  has  gradually  been  discarded  in 
recent  years. 

THOROUGHNESS  IN  SPRAYING  NEEDED 

In  spraying  for  white  flies  and  scale  insects  it  is  necessary  to  hit 
every  insect  with  the  spray  material  in  order  to  kill  it.  This  requires 
most  thorough  application  and  the  skillful  use  of  a  spray  rod.  Since 
rust  mites  are  killed  by  the  oxidation  of  sulphur  not  necessarily  in 
immediate  contact,  the  necessity  for  such  thorough  work  is  not  im- 
perative to  produce  satisfactory  rust-mite  control.  Spraying,  how- 
ever, should  not  be  carried  on  in  a  haphazard  or  disinterested  manner. 
Every  fruit  on  a  tree  should  be  thoroughly  wet,  and  an  attempt  should 
be  made  to  hit  foliage  on  the  lower  surfaces.  In  so  doing  a  large 
part  of  the  upper  surfaces  of  the  foliage  will  likewise  be  wet  by  the 
spray.  Abundant  observations  indicate  that  the  more  thoroughly 
spraying  for  rust  mites  is  done  the  more  lasting  are  the  results. 


THE    CITRUS    RUST   MITE    AND    ITS   CONTROL  47 

TIME  TO  SPRAY 

The  opportune  time  for  spraying  for  rust-mite  control  is  when  the 
mites  are  present  in  great  abundance  and  yet  before  Httle  or  any 
blemish  to  the  fruit  has  been  caused.  Since  the  rust  mite  reaches 
its  period  of  maximum  abundance  between  the  middle  and  the  last 
of  June,  it  is  obvious  that  the  opportune  time  to  spray  should  be 
some  time  between  the  1st  and  the  15th  of  June.  Rust  mites  also 
become  abundant  in  December  and  January,  and  as  it  is  desired  to 
keep  fruit  from  becoming  even  slightly  russeted  it  is  often  necessary 
to  spray  or  dust.  If  winter  spraying  in  December  and  January  for 
white  flies  and  scale  insects  is  given,  it  is  advisable  to  use  soda- 
sulphur  if  rust  mites  are  present.  Where  shark  skin  is  present  on 
grapefruit  the  opportune  time  to  spray  is  in  April,  with  a  second 
application  in  June.  Numerous  experiments  show  that  spraying 
done  in  February  or  March  is  of  value  in  preventing  shark  skin  and 
rust-mite  abundance  during  the  spring  months,  but  in  no  instance 
has  this  spraying  resulted  in  such  a  degree  of  rust-mite  control  as  to 
make  the  June  spraying  unnecessary.  On  figure  7,  which  shows  the 
curve  of  abundance  of  rust  mites  on  oranges,  is  indicated  the  oppor- 
tune time  to  spray  to  obtain  the  maximum  results  with  the  mini- 
mum expenditure  of  money.  Spraying  for  grapefruit  should  be  done 
a  month  or  six  weeks  before  that  required  for  oranges 

EFFECT  OF  RAIN  FOLLOWING  SPRAYING  WITH  LIME-SULPHUR 

SOLUTION 

Since  the  opportune  time  to  spray  for  rust  mites  in  order  to  obtain 
the  maximum  results  for  the  least  cost  often  comes  at  the  season  of 
the  year  when  heavy  rains  may  take  place,  it  is  important  to  know 
the  results  to  be  expected  under  such  conditions.  Many  experiments 
and  observations  have  been  made,  extending  over  a  long  period,  to 
determine  this  point,  and  the  more  striking  of  these  are  here  discussed. 

On  July  8,  1916,  spraying  experiments  for  the  control  of  rust  mites 
with  lime-sulphur  solution  were  being  conducted.  There  was  a 
gentle  rain  about  30  minutes  after  some  of  the  trees  had  been  sprayed 
and  before  the  material  had  dried  on  the  foliage.  Other  trees  were 
sprayed  during  the  rain.  An  examination  made  on  the  following 
day  of  trees  sprayed  with  1-25  and  also  with  1-50  strength  showed 
that  all  the  mites  had  been  killed.  A  tree  sprayed  with  the  1-50 
strength  during  the  rain  was  quite  white.  On  July  8  trees  that  had 
been  sprayed  during  the  rain  had  no  rust  mites  on  them,  and  in 
August  they  were  just  as  free  from  rust  mites  as  those  trees  sprayed 
a  half  hour  before  the  rain. 

Again  on  May  24,  1920,  a  grove  was  sprayed  using  lime-sulphur 
solution  1-50  applied  most  thoroughly.  The  work  was  finished  at 
4.30  p.  m.,  and  between  6  and  7.30  p.  m.  2%  inches  of  rain  fell.  On 
June  2  the  fruit  and  leaves  were  examined  for  about  30  or  40  minutes, 
and  no  living  mites  were  found.  As  it  had  been  nine  days  since  the 
adult  mites  were  killed,  there  had  been  plenty  of  time  for  the  eggs 
laid  prior  to  the  spraying  to  have  hatched.  This  large-scale  experi- 
ment certainly  indicated  that  the  eggs  of  the  rust  mites  were  killed 
by  the  spray  even  though  a  heavy  rain  fell  shortly  afterwards.  The 
spray  was  thoroughly  effective  and  protected  this  crop  from  rust 
mites  until  late  fall. 


48 


TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 


Perhaps  the  most  severe  test  of  the  effect  of  lime-sulphur  solution 
when  followed  by  excessive  rains  was  carried  on  in  May,  1923.  On 
May  21,  at  about  11a.  m.,  some  sweet  lemon  and  grapefruit  trees, 
very  heavily  infested,  were  sprayed  with  lime-sulphur  solution  1-66. 
A  heavy  rain  fell  one  hour  after  the  spraying  was  done,  and  consider- 
able rain  continued  to  fall  until  late  in  the  afternoon.  It  rained  for 
three  hours  on  the  night  of  May  22,  and  a  heavy  rain  fell  on  May  23, 
from  4  to  4.30  p.  m.  Another  heavy  rain  occurred  May  24  (p.  m.). 
On  May  25  an  examination  of  30  squares  (15  on  upper  surfaces  and 
15  on  the  lower  surfaces  of  the  leaves)  gave  only  one  young  mite. 
No  adult  mites  were  present.  Another  heavy  rain  fell  the  night  of 
May  25.  An  examination  of  20  squares  on  May  26  showed  no  living 
mites.  On  both  dates  there  was  an  abundance  of  dead  rust  mites 
killed  by  the  spray.  On  June  13  these  trees  were  again  examined, 
and  50  squares  (half  on  the  upper  and  half  on  the  lower  surfaces) 
gave  no  mites. 

INJURY  FOLLOWING  THE  USE   OF  LIME-SULPHUR  SOLUTION 

Considering  the  quantity  of  lime-sulphur  solution  used  in  Florida 
the  injury  resulting  therefrom  is  very  slight  indeed,  although  instances 

do  appear  where  exten- 
sive and  serious  damage 
follows  its  application. 
This  injury  in  nearly  ev- 
ery instance  is  on  the  side 
of  the  fruit  on  w^hich  the 
sun  was  shining  when 
the  spraying  was  done, 
and  is  never  found  on  the 
lower  side  of  the  fruit, 
where  the  drops  of  spray 
material  would  collect. 
In  some  cases  the  dam- 
aged area  is  an  inch  and 
a  quarter  in  diameter 
(fig.  9),  and  of  course  such 
fruit  has  no  commercial 
value. 

Some  time  during  the 
last  week  in  April, 
1919,  a  citrus  grower  of 
Bradenton  sprayed,  by 
mistake,  his  entire 
grove  with  commercial 
lime-sulphur  solution  1-9,  or  according  to  directions  on  the  barrel  for 
dormant  spray  on  deciduous  trees.  Such  dilutions  are  usually  applied 
for  the  San  Jose  scale.  The  trees  were  sprayed  on  the  following  day 
with  water,  which  may  have  washed  off  some  of  the  lime-sulphur  solu- 
tion. On  May  19  very  little  injury  was  apparent,  not  nearly  so  much 
as  would  be  expected.  Many  old  leaves  and  a  very  few  new  ones  had 
fallen.  Only  a  small  percentage  of  fruit  had  fallen  off,  and  only  a  very 
small  percentage  of  that  left  had  been  damaged  at  all.  The  trees 
were  still  quite  white  on  the  date  of  the  examination. 


Figure 


-Orange  injured  apparent^'  by  sunburn  following 
the  use  of  lime-sulphur  solution 


THE   CITRUS   RUST  MITE   AND   ITS   CONTROL  49 

Experiments  have  been  carried  on  to  determine,  if  possible,  what 
factors  are  responsible  for  this  damage.  On  July  18,  1912,  one  tree 
without  fruit  was  thoroughly  sprayed  with  lime-sulphur  solution 
32°  Baume,  1  to  9.  Little  or  no  injury  had  been  done  to  the  foliage 
up  to  August  6.    Only  the  most  recent  growth  had  been  injured. 

Some  time  during  1914,  with  the  temperature  at  95°  F.,  a  sweet- 
orange  seedling  tree  was  sprayed  with  lime-sulphur  solution  1-25. 
On  February  5,  1915,  there  were  44  fruits  injured  and  195  uninjured, 
or  18.4  per  cent  damaged.  A  row  of  trees  including  one  sour-orange 
tree  was  sprayed  with  1-25  lime-sulphur  solution  during  the  spring 
of  1914.  When  the  fruit  was  picked  13.8  per  cent  of  it  was  damaged. 
The  fruit  on  the  sour-orange  tree  in  the  row  was  very  seriously  dam- 
aged. In  1911,  however,  a  row  of  20  seedling  trees  was  sprayed  three 
times — on  May  15,  July  1,  and  August  15 — with  lime-sulphur  solu- 
tion 1-25.  The  spraying  was  most  thoroughly  done,  and  not  the 
slightest  injury  developed.  On  June  9,  1917,  a  tree  was  sprayed  at  2 
p.  m.  (temperature  95°  F.)  with  lime-sulphur  solution  1-25,  and  no 
injury  developed.  On  the  same  day  some  large  trees  were  sprayed 
with  lime-sulphur  solution  1-50,  and  no  injury  resulted. 

On  November  26,  1912,  four  trees  were  sprayed,  half  of  each  with 
lime-sulphur  solution  1-75  and  half  with  1-33.  No  injury  apparently 
developed,  except  that  on  the  lower  side  of  each  fruit  sprayed  with 
1-33  a  very  tiny  reddish  spot  developed.  This  injury  did  not  seem 
to  be  at  all  serious,  and  the  fruit  appeared  normal  except  for  this  tiny 
spot  on  January  23.  A  great  deal  of  spraying  has  been  done  with 
lime-sulphur  solution  1-50,  and  only  rarely  does  it  cause  injury,  and 
1-75  does  not  cause  injury  except  in  extremely  rare  cases.  Just  what 
the  factors  involved  in  causing  this  injury  are,  the  experiments  have 
not  shown.  The  writers  think,  however,  that  it  is  largely  a  case  of  sun 
damage  hastened  or  intensified  by  the  lime-sulphur  solution. 

DUSTING  WITH  SULPHUR  FOR  RUST-MITE  CONTROL 

It  has  been  known  since  1885  that  sulphur  when  applied  to  citrus 
trees  and  fruit  as  a  dust  was  extremely  effective  in  killing  rust  mites 
(7,  p.  116).  This  method  of  application  owes  its  value  to  the  extreme 
sensitiveness  of  the  mites  to  sulphur.  (See  p.  39.)  Considerable 
field  experimental  work  was  carried  on  in  1919  {17),  1922,  1923,  1924, 
and  1925.  Several  other  groves  dusted  by  commercial  concerns  were 
under  observation,  and  the  results  then  obtained  were  utiUzed  in  form- 
ing conclusions  on  the  several  points  connected  with  dusting.  Prac- 
tically all  of  the  writers'  experimental  work  was  carried  on  with  a 
large  power  duster.     (Fig.  10.) 

MATERIALS  AND  QUANTITIES 

FLOUR    OF    SULPHUR 

A  large  part  of  the  experimental  work  was  done  with  flour  of  sul- 
phur, which  is  perhaps  the  cheapest  grade  of  sulphur  that  can  be  used 
for  dusting  purposes.  It  is  99.5  per  cent  pure,  is  somewhat  coarse 
and  heavy,  the  screen  test  being  56  per  cent  through  170  mesh,  but 
it  comes  out  of  the  machine  in  fairly  good  shape  and  reaches  the  tops 
of  the  highest  seedling  trees.  It  required  from  two-thirds  of  a  pound 
to  one  pound  to  cover  a  tree.  The  results  were  entirely  satisfactory, 
a  complete  mortality  having  been  produced. 


50        TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 


Figure  10.— Power  duster  applying  sulphur  dust:  (A;    To  low  citrus  trees  and   (B;   to  tall 

citrus  trees 


THE    CITRUS   RUST  MITE   AND   ITS   CONTROL  51 

FLOWERS    OF    SULPHUR    OR    SUBLIMED    SULPHUR 

A  considerable  portion  of  the  experimental  work  was  done  with 
flowers  of  sulphur.  It  is  a  very  fine  bulky  and  fluffy  material,  the 
screen  test  being  84  per  cent  through  170  mesh,  and  it  comes  out  of 
the  machine  in  fine  shape,  producing  a  cloud  of  sulphur  particles  that 
envelopes  the  trees.  Owing  to  the  great  bulk  of  this  form  of  sulphur, 
it  requires  only  a  little  more  than  one-half  pound  per  tree.  The 
results  were  highly  satisfactory,  a  complete  mortality  having  been 
produced. 

SULPHUR    AND    LIME    MIXTURE 

There  are  a  great  number  of  dust  mixtures  on  the  market  in  Florida. 
Most  of  these  are  mixtures  of  sulphur  and  hydrated  lime  in  various 
proportions  and  depend  for  their  effectiveness  on  the  sulphur  content. 
The  writers  used  in  part  of  one  grove  a  mixture  of  80  per  cent  sulphur 
and  20  per  cent  hydrated  lime.  It  came  out  of  the  machine  satis- 
factorily, and  the  mortality  was  complete.  Mixtures  containing  90 
per  cent  of  sulphur  and  10  per  cent  of  hydrated  lime  have  also  been 
used  with  satisfactory  results.  If  the  percentage  of  lime  in  the 
mixture  is  much  more  than  20  per  cent  the  results  are  not  so  satis- 
factory. The  hydrated  lime  itself  has  no  value  in  killing  mites. 
Trees  were  dusted  in  1922  and  1923  with  hydrated  lime  alone  and, 
in  so  far  as  could  be  determined,  no  mortality  whatever  was  produced. 

No  injury  to  the  fruit  or  foliage  has  ever  resulted  from  the  use  of 
any  form  of  sulphur  dust.  Even  parts  of  the  trees  which  received 
large  quantities  of  sulphur  when  the  dusting  machine  was  standing 
still  showed  no  injurious  effect.  In  several  instances  trees  were  dusted 
so  heavily  that  they  were  coated  with  sulphur,  but  not  the  slightest 
injury  developed. 

TIME  OF  APPUCATION  OF  DUST 

Dusting  for  rust-mite  control  may  be  done  at  any  time  during  the 
day  at  the  convenience  of  the  operator.  Sulphur  applied  during  the 
hottest  and  dryest  part  of  the  day  produced  results  as  satisfactory  as 
that  applied  in  the  early  morning.  In  a  grove  dusted  between  11.30 
a.  m.  and  2  p.  m.  a  complete  mortality  of  mites  was  obtained.  In 
another  grove  dusted  between  7  and  9  a.  m.,  when  the  foliage  was  wet 
with  dew,  similar  results  followed.  The  sulphur,  however,  adheres 
to  the  leaves  better  if  it  is  applied  when  they  are  wet  and  therefore 
may  be  effective  over  a  longer  period.  In  the  grove  dusted  in  the 
early  morning  some  of  the  sulphur  remained  on  the  leaves  and 
branches  after  almost  daily  rains  for  a  month.  In  all  probability 
enough  sulphur  to  kill  mites  remained  on  the  leaves  and  fruit  after 
several  rains.  In  all  cases  when  the  sulphur  was  applied  when  the 
leaves  were  dry  the  first  drenching  rain  washed  it  all  off.  If  the 
dusting  can  conveniently  be  done  when  the  foliage  is  wet  it  is  advisable 
to  do  it  then,  but  operations  should  not  stop  if  the  dusting  is  unfinished 
when  the  leaves  become  dry.  If  extensive  work  is  done  the  dusting 
should  begin  in  the  morning  and  continue  until  night  or  until  the  work 
is  finished. 

RELATION  OF  TEMPERATURE  TO  MORTALITY  OF  MITES 

The  efficiency  of  dusting  presumably  depends  upon  the  oxidation 
of  the  sulphur.     The  higher  the  temperature  the  more  rapidly  this 


52         TECHNICAL  BULLETIN  17G,  U.  S.  DEPT.  OF  AGRICULTURE 

process  takes  place,  and  consequently  the  earlier  the  results  are 
effected.  In  every  case  when  dusting  was  done  when  the  temper- 
ature was  90°  F.  or  above,  a  complete  mortality  followed  in  a  very 
few  minutes.  The  writers  have  never  found  any  living  mites  in  a 
grove  one  hour  after  dusting  when  the  temperature  was  90°  F.  or 
above.  When  dusting  is  done  during  the  winter  with  the  tempera- 
ture ranging  from  70°  to  80°  the  effect  is  not  so  immediate.  Some- 
times it  is  several  days  before  all  the  mites  are  killed.  In  a  grove 
dusted  January  8,  1923,  with  a  temperature  ranging  from  75°  to  80° 
in  the  middle  of  the  day  it  was  two  or  three  days  before  a  satisfactory 
mortality  was  obtained,  and  even  after  a  week  a  few  mites  were  still 
present.  The  records  of  the  Weather  Bureau  show  that  the  average 
temperatures  prevailing  in  May,  June,  and  July,  when  the  greater 
part  of  the  dusting  for  rust-mite  control  is  done,  are  highly  conducive 
to  a  complete  mortality  of  mites. 

RELATION  OF  RAINS  TO  EFFECTIVENESS  OF  DUSTING 

Experiments  and  observations  made  in  all  field  tests  show  that  a 
large  part  of  the  sulphur  which  adheres  to  the  foliage  at  the  time  of 
dusting  will  remain  there  until  it  is  washed  off  by  a  drenching  rain. 
In  one  case  the  sulphur  remained  on  the  foliage  for  more  than  two 
weeks,  apparently  in  undiminished  quantity.  In  another  grove, 
dusted  in  January,  1923,  more  than  two  weeks  elapsed  after  the  dust- 
ing before  a  drenching  rain  fell.  The  heavy  dews  and  breezes  had 
caused  a  considerable  portion  of  the  sulphur  to  disappear,  but  there 
was  a  sufficient  quantity  present  to  kill  the  rust  mites.  In  two  groves 
dusted  in  1919  practically  all  the  sulphur  remained  until  it  was 
washed  off  by  a  drenching  rain.  Before  the  rain  it  was  not  possible 
to  determine  that  any  less  sulphur  was  present  on  the  foliage  than 
there  was  immediately  after  the  dusting.  After  the  rain,  however, 
there  was  practically  none  present.  In  one  of  the  groves  it  remained 
4K  days  and  in  the  other  it  remained  2K  days.  In  a  grove  dusted 
in  1922  the  sulphur  remained  for  5  days,  when  practically  all  of  it  was 
washed  off  by  a  drenching  rain.  In  another  grove  dusted  in  1922  a 
drenching  rain  came  a  day  after  the  dusting.  The  grove  was  dusted 
again  on  the  fourth  day  after  the  first  dusting.  The  foliage  was  wet 
when  the  second  dusting  was  given,  and  the  sulphur  adhered  much 
better  than  when  it  was  dry.  Though  it  is  true  that  perhaps  enough 
sulphur  remained  on  the  trees  after  one  or  two  rains  to  cause  death 
to  rust  mites,  a  greater  part  of  it  was  washed  oft'  within  the  period  of 
a  week.  Although  sulphur  adheres  to  the  smooth  citrus  leaves  much 
better  than  would  be  supposed,  it  is  exceedingly  doubtful  whether 
under  average  conditions  enough  sulphur  will  be  left  on  the  trees  to 
kill  mites  after  one  drenching  rain. 

Since  the  presence  of  sulphur  on  leaves  and  fruit  produces  the  almost 
immediate  death  of  all  rust  mites  it  would  appear  from  a  superficial 
standpoint  that  rains  would  have  little  or  no  bearing  on  the  effective- 
ness of  dusting  for  their  control.  This,  however,  is  not  the  case. 
In  June,  when  most  of  the  dusting  should  be  done,  there  is  a  large 
number  of  eggs  present  which  require  from  two  to  four  days  to  hatch. 
It  is  reasonably  certain  that  sulphur  will  not  prevent  many  of  these 
eggs  from  hatching,  but  it  is  a  certainty  that  the  young  mite  will  be 
killed  by  the  sulphur  just  as  soon  as  it  emerges  from  the  eggshell. 


THE    CITRUS   RUST   MITE   AND    ITS   CONTROL  53 

ADHESIVES 

As  sulphur  is  washed  from  the  trees  by  drenching  rains  it  occurred 
to  the  writers  that  some  adhesive  might  be  mixed  with  the  sulphur 
to  make  it  adhere  to  the  trees  indefinitely.  If  such  an  adhesive 
could  be  procured  it  would  be  a  decided  advantage  to  the  citrus 
grower,  and  rust-mite  control  would  be  placed  on  a  simple  and  inex- 
pensive basis.  Plaster  of  Paris,  Portland  cement,  powdered  glue, 
rosin,  and  tripoli  were  used,  but  without  any  success.  The  sulphur 
was  washed  from  the  trees  whether  these  were  used  or  not. 

NUMBER  OF  APPLICATIONS 

The  number  of  times  a  grove  should  be  dusted  depends  entirely 
upon  the  length  of  time  after  dusting  before  a  drenching  rain  falls. 
Though  the  results  obtained  from  dusting  when  followed  immediately 
by  drenching  rains  were  much  better  than  could  be  expected,  young 
mites  were  usually  found  in  more  or  less  abundance  under  such  con- 
ditions. If  no  rain  falls  for  four  or  more  days  after  the  dusting  all  the 
rust  mites  as  well  as  all  the  young  mites  which  have  hatched  from 
the  eggs  present  at  the  time  of  dusting  will  be  killed,  and  a  complete 
mortality  thus  effected.  In  case  of  rain  it  may  be  advisable  to  repeat 
the  dusting  before  the  expiration  of  the  eighth  day  after  the  first  dust- 
ing. This  will  reach  all  young  mites  before  they  are  old  enough  to 
deposit  eggs.  Some  groves  no  doubt  will  be  able  to  get  along  with 
one  dusting  in  June,  and,  if  the  fruit  is  to  be  held  late,  another  dusting 
in  January.  Other  groves  will  require  two  dustings  in  May  and  Jime 
and  perhaps  another  one  in  December,  or  at  any  rate  during  the  win- 
ter. Dusting  for  mites  should  be  given  when  they  are  reasonably 
numerous  on  the  fruit  but  before  the  faintest  tinge  of  russeting  has 
appeared. 

EFFECTS  OF  DUSTING  WITH  SULPHUR  FOLLOWING  AN  OIL  SPRAY 

It  was  deemed  advisable  (20)  to  test  out  the  effect  of  dusting  with 
sulphur  following  an  oil-emulsion  spray.  On  May  9,  1926,  two  rows 
of  Valencia  orange  trees  were  sprayed  with  a  so-called  red  oil  that  has 
been  commonly  used  for  spraying  citrus  trees  for  many  years.  Two 
rows  were  also  sprayed  with  a  good  grade  of  so-called  white  oil.  The 
red  oil  was  used  at  1.25  per  cent  actual  oil  and  the  white  oil  at  the 
rate  of  1.5  per  cent.  The  maximum  temperature  was  above  92°  F. 
every  day.  Five  days  later  the  entire  four  rows  were  dusted  with 
commercial  dusting  material  containing  about  92  per  cent  of  sulphur 
and  8  per  cent  of  hydra  ted  lime.  An  excessive  quantity  of  dust  was 
used.  Examinations  were  made  on  May  21  and  June  6  and  14,  and 
no  evidence  whatever  was  present  to  indicate  that  any  injury  had 
been  done.     There  had  been  no  rain  until  June  5,  when  0.13  inch  fell. 

On  May  19,  1926,  two  rows  of  Valencias  were  sprayed  with  the 
same  red  oil  as  was  used  on  May  9,  and  also  two  rows  with  a  high- 
grade  white  oil.  Both  oils  were  used  at  exactly  1.5  per  cent  of  oil  in 
the  spray  material.  Within  20  minutes  after  the  spraying,  a  sulphur- 
dust  application  was  made  to  one  row  each  of  the  trees  sprayed  with 
the  red  oil  and  to  one  sprayed  with  the  white  oil.  Although  the  tem- 
perature was  not  excessive  on  the  day  the  materials  were  applied,  it 
reached  a  maximum  of  102°  F.  before  June  14,  the  date  of  the  last 
examination.     On  May  21,  the  fruit  was  covered  with  a  film  of  oil 


54         TECHNICAL  BULLETIN  176,  U.  S.  DEPT.  OF  AGRICULTURE 

overlaid  with  a  layer  of  sulphur.  There  was  not  the  slightest  indica- 
tion of  injury.  On  June  6  and  14  there  was  evident  severe  injury 
to  the  fruit  on  the  rows  dusted  with  sulphur.  The  side  of  the  fruit 
facing  the  direct  sunlight  showed  yellow  spots  or  large  yellow  areas. 
Some  of  these  spots  were  scarcely  visible,  but  showed  up  as  very  light 
yellow  areas.  The  injury  was  very  slow  in  developing.  There  was 
no  injury  whatever  to  the  fruit  sprayed  with  either  oil  and  not  dusted 
with  sulphur. 

The  injury  was  of  commercial  importance,  and  the  writers  would 
advise  growers  to  wait  two  or  three  weeks  after  the  application  of  an 
oil  spray  before  dusting  with  sulphur. 

SUMMARY 

The  familiar  russeting  of  citrus  fruit  was  first  ascribed,  about  the 
year  1878,  to  the  feeding  of  a  mite.  This  insect  was  described  by 
Ashmead,  and  is  now  known  as  Phyllocoptes  oleivorus,  or  the  citrus 
rust  mite.  It  is  found  in  most  of  the  citrus  regions  of  the  world,  but 
so  far  as  known  is  absent  from  the  Mediterranean  and  South  African 
areas.  It  probably  ranks  third  among  the  injurious  pests  on  citrus 
trees  in  Florida,  injuring  more  or  less  about  50  per  cent  of  the  fruit. 

The  mite  is  found  on  all  the  commercial  species  and  varieties  of 
citrus  grown  in  Florida,  being  most  severe  on  lemon  and  about  one 
and  two-thirds  times  as  numerous  on  grapefruit  as  on  orange.  There 
are  no  other  species  of  Phyllocoptes  found  in  Florida,  but  other  mites 
are  sometimes  confused  with  the  citrus  rust  mite,  especially  one  that 
feeds  on  maiden  cane  and  one  found  on  roses,  and  several  species  of 
gall-forming  mites. 

The  injury  is  apparent  on  the  exterior  of  the  fruit  in  the  form  of  a 
more  or  less  severe  russeting  of  the  rind.  The  grade  of  the  fruit  is 
lowered,  and  the  infested  fruits  are  smaller  and  lose  further  by  evapo- 
ration much  more  quickly  than  normal  fruit.  The  keeping  quality  is 
impaired  and,  contrary  to  the  somewhat  prevalent  idea,  the  russeted 
fruit  is  not  so  sweet  as  the  uninjured  fruit.  The  leaves  and  branches 
are  also  injured  by  the  feeding  of  the  rust  mite. 

On  account  of  the  small  size  of  the  mites,  studies  of  the  individual 
mites  were  difficult  to  make,  but  a  small  gelatin  capsule  fastened  by 
paraffin  to  the  rind  of  a  fruit  provided  a  cell  or  cage  in  which  they 
could  be  observed.  The  incubation  period  was  found  to  last  from 
2  to  4  days  during  the  hot  months  and  to  extend  to  8  or  more  days  in 
the  winter.  The  larval  stage  is  of  about  the  same  duration  as  the 
egg  stage.  The  longest  life  period  recorded  for  an  adult  was  23  days, 
and  the  maximum  number  of  eggs  deposited  by  any  female  under 
observation  was  29.  No  male  has  been  observed.  The  rapid  increase 
of  this  mite  may  be  due  more  to  the  fact  that  in  the  summer  a  genera- 
tion may  be  completed  in  7  days  than  to  a  large  reproductive  capacity 
of  the  individual. 

The  mites  are  continuously  present  in  the  trees  throughout  the  year, 
but  the  numbers  rise  to  injurious  proportions  about  the  middle  of 
June  and,  probably  because  of  an  entomogenous  fungus,  suddenly 
decrease  a  short  time  after  the  beginning  of  the  summer  rains.  They 
are  probably  distributed  on  nursery  stock,  by  insects  and  birds,  and 
by  the  wind. 


THE    CITRUS   RUST   MITE    AND    ITS   CONTROL  55 

The  weather  factors  that  affect  adversely  the  abundance  of  the 
rust  mites  are  the  occasional  visitations  of  freezing  weather  in  the 
citrus  belt  and  seasons  of  dry  weather.  Hot  sunshine  and  rains  seem 
only  to  drive  them  to  the  more  protected  surfaces  of  the  fruit  and 
leaves.  Insect  enemies  are  unimportant,  but  a  fungous  disease  seems 
to  be  responsible  for  the  almost  complete  disappearance  of  the  mites, 
usually  in  the  first  half  of  July.  They  are  never  abundant  in  the  more 
humid  sections  near  the  coast. 

Insecticides  that  would  control  leaf-eating  insects  are  of  no  value 
against  the  mites.  Tobacco,  nicotine  dust,  and  oil  sprays  have  not 
given  sufficient  control  to  prove  profitable.  Sulphur  has  been  found 
the  best  agent  for  use  against  the  rust  mite.  Its  action  is  through 
the  fumes  from  the  oxidation  of  the  sulphur,  which  does  not  have  to 
be  in  actual  contact  with  each  mite  to  cause  its  death.  Sprays  and 
dusts  containing  sulphur  seem  to  be  about  equally  effective  when 
compared  on  the  basis  of  the  sulphur  content.  When  used  in  the 
form  of  a  lime-sulphur  solution  at  a  dilution  of  from  1-50  to  1-100,  it 
should  kill  all  adults  and  larvae  present  at  the  time  and  remain  effective 
under  any  weather  conditions  for  a  sufficient  time  to  Idll  all  larvae 
subsequently  emerging  from  the  eggs  that  had  been  deposited  prior 
to  the  spraying.  Dusting  with  sulphur  or  sulphur  and  lime  mixtures 
is  also  effective  and  may  be  carried  on  at  any  time  of  the  day,  but  the 
dust  will  remain  on  the  trees  longer  if  applied  while  the  foliage  is  wet 
with  dew.  If  a  drenching  rain  falls  within  four  days  it  may  be  neces- 
sary to  repeat  the  dusting  before  the  eighth  day  after  the  first  appli- 
cation. 

LITERATURE  CITED 

(1)  ASHMEAD,   W.  a. 

1879.  INJURIOUS  AND  BENEFICIAL  INSECTS  FOUND  ON  THE  ORANGE  TREES 

OF  FLORIDA.     Canad.  Ent.  11:  159-160. 

(2)  • 

1880.  ORANGE   insects;    a   TREATISE   ON   THE   INJURIOUS   AND   BENEFICIAL 

INSECTS  FOUND  ON  THE  ORANGE  TREES  OF  FLORIDA.       78  p.,  illus. 

Jacksonville,  Fla. 

(3)  Banks,  N. 

1907.  catalogue  of  the  acarina,   or  mites,   of  the  united  states. 
U.  S.  Natl.  Mus.  Proc.  32:  595-625. 

(4)  EwiNG,  H.  E. 

1923.    THE  GENERIC  AND  SPECIFIC  NAME  OF  THE  ORANGE  RUST  MITE.       Fla. 

Ent.  7:  21-22. 

(5)  Grossembacher,  J.  G. 

1923.  CONTROLLING  THE   RUST   MITE   TO   PREVENT   RUST.       CitrilS   Leaf  31: 

3-6. 

(6)  Hubbard,  H.  G. 

1883.  miscellaneous  notes  on  orange  insects.     the  rust  mite  and 

NOTES   ON    OTHER   ORANGE    PESTS.       U.    S.    Dept.    AgF.,    Div.    Ent. 

Bul.  1  (o.  s.):  9-13. 
(7) 

1885.    INSECTS    AFFECTING    THE    ORANGE.       U.    S.     Dept.    AgF.,     Div.     Ent. 

Spec.  Rpt.  1885,  227  p.,  illus. 

(8)  Moore,  T.  W. 

[1881].    treatise  and  hand-book  of  orange  culture  in  FLORIDA.       Ed. 

2,  rev.  and  enl.,  184  p.,  illus.     New  York;  Jacksonville,  Fla. 

(9)  Penzig,  O. 

1887.  STUDi  botanici  sugli  agrumi  e  sulle  piante  affini.     Ann.  Agr. 
[Rome],  [v.]  116.  590  p.,  illus. 
(10)   Speare,  a.  T.,  and  Yothers,  W.  W. 

1924.  is  there  an  entomogenous  fungus  attacking  the  citrus  rust 

mite  in  FLORIDA?     Sciencc  (n.  s.)  60:  41-42. 


56         TECHNICAL  BULLETIN  17G,  U.  S.  DEPT.  OF  AGRICULTURE 

(11)  Winston,  J.  R. 

1921.  TEAR-STAIN  OF  CITRUS  FRUITS.     U.  S.  Dept.  AgF.  Bul.  924,  12  p., 
illus. 

(12)  ,  Bowman,  J.  J.,  and  Yothers,  W.  W. 

1923.  BORDEAUX-OIL  EMULSION.     U.  S.  Dept.  AgF.  Bul.  1178,  24  p.,  illus. 

(13)  Yothers,  W.  W. 

1914.  the  rust  MITE  AND  ITS  CONTROL.     Fla.  State  Hort.  See.  Proc.  27: 
115-119. 
(14) 

(15) 

(16) 


1917.    THE  EFFECTS  OF  THE    FREEZE  OF  FEBRUARY  2-4,   1917  ON  THE  INSECT 

PESTS  AND  MITES  ON  CITRUS.     Fla.  Buggist  1:  29-35,  38-40. 


1918.    SOME  REASONS  FOR  SPRAYING  TO  CONTROL  INSECT  AND  MITE  ENEMIES 
OF  CITRUS  TREES  IN  FLORIDA.       U.  S.  Dept.  AgF.  Bul.  645,  19  p. 

1918.  SPRAYING    FOR    THE    CONTROL     OF     INSECTS     AND    MITES    ATTACKING 

CITRUS  TREES  IN  FLORIDA.     U.  S.  Dept.  AgF.  FaFHieFs'  Bul.  933, 
39  p.,  illus. 

1919.  THE  DUST  METHOD  FOR  CONTROLLING  RUST  MITES  ON  CITRUS  TREES. 

Fla.  GroweF  20  (23) :  8-9,  illus. 


1920.  SULPHUR    COMPOUNDS   FOR    RUST    MITES.     Fla.    State    Hort.    Soc. 
Proc.  33:  128-133. 


(17) 
(18) 

(19)  

1921.  SOME  FUNDAMENTALS  OF  GROVE  PEST  CONTROL.     Fla.  State  Plant 
Bd.  QuaFt.  Bul.  6:  1-10. 

(20)  and  McBride,  O.  C. 

1927.    MISCELLANEOUS    NOTES    ON   THINGS    CITRUS.       CitFUS   InduS.    8    (10): 

15,  29. 

(21)  and  Winston,  J.  R. 

1924.    MIXING    EMULSIFIED    MINERAL   LUBRICATING    OILS    WITH    DEEP-WELL 
WATERS   AND   LIME-SULPHUR   SOLUTIONS.       U.   S.    Dept.    AgF.    Bul. 

1217,  6  p. 


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ORGANIZATION  OF  THE 
UNITED  STATES  DEPARTMENT  OF  AGRICULTURE 

May  1,  1930 


Secretary  of  Agriculture Arthur  M.  Hyde. 

Assistant  Secretary R.  W.  Dunlap. 

Director  of  Scientific  Work A.  F.  Woods. 

Director  of  Regulatory  Work Walter  G.  Campbell. 

Director  of  Extension  Work C.  W.  W^arburton. 

Director  of  Personnel  and  Business  Admin-     W.  W.  Stockberger. 
istration. 

Director  of  Information M.S.Eisenhower. 

Solicitor E.  L.  Marshall. 

Weather  Bureau Charles  F.  Marvin,  Chief. 

Bureau  of  Animal  Industry John  R.  Mohler,  Chief. 

Bureau  of  Dairy  Industry 0.  E.  Reed,  Chief. 

Bureau  of  Plant  Industry William  A.  Taylor,  Chief. 

Forest  Service R,  Y.  Stuart,  Chief. 

Bureau  of  Chemistry  and  Soils H.  G.  Knight,  Chief. 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Bureau  of  Biological  Survey Paul  G.  Redington,  Chief. 

Bureau  of  Public  Roads Thomas  H.  MacDonald,  Chief. 

Bureau  of  Agricultural  Economics Nils  A.  Olsen,  Chief. 

Bureau  of  Home  Economics Louise  Stanley,  Chief. 

Pla7it  Quarantine  and  Control  Administration-  Lee  A.  Strong,  Chief. 

Grain  Futures  Administration J.  W.  T.  Duvel,  Chief. 

Food,  Drug,  and  Insecticide  Administration-  Walter  G.  Campbell,  Director  of 

Regulatory  Work,  in  Charge. 

Office  of  Experiment  Stations ,  Chief. 

Office  of  Cooperative  Extension  Work C.  B.  Smith,  Chief. 

Library Claribel  R.  Barnett,  Librarian. 


This  bulletin  is  a  contribution  from 

Bureau  of  Entomology C.  L.  Marlatt,  Chief. 

Division  of  Tropical,  Subtropical,  and     A.     C.     Baker,     Principal     EntO' 
Ornamental  Plant  Insects.  mologist,  in  Charge.