Approaches to monitoring plant-spider mite interaction
Studying the interactions between herbivorous pests and host plants may be a starting point of research focusing on the herbivore side (e.g. adaptation) or the host plant (e.g. defense mechanisms). Such research often requires a tedious inspection and classification of pest population structure and dynamics as well as the damage symptoms on hundreds of plants creating a bottleneck in the availability of qualified experts. In particular, sustainable agriculture in the era of climate warming requires an acceleration of resistance breeding based on well-described molecular mechanisms, which is difficult to accomplish without precise and reproducible assessment of genetically and phenotypically polymorphic populations of a given plant species allowing individual classification as susceptible or resistant (Barrett et al., 2009).
Plant resistance-related traits can be defined on the basis of pest performance characteristics, for example: number of individuals (or its DNA content), population structure, oviposition rate, developmental time (kri98) or by the quantification of their effects on host plants e.g. chlorophyll loss (Grime, 1998), marker gene expression, content of plant’s secondary metabolites (Goggin et al., 2015; Sharma, 2009), biomass loss, proportion of tissue lesions or necrosis and other feeding symptoms.
In the case of plant-spider mite interactions, modern methods to assess infestation are often based on analysis of visible or multispectral images recorded by rather low-resolution cameras and subsequent calculation of vegetation indices (e.g. Herrman et al., 2012; Uygun et al., 2020). Such methods allow correlation of observed symptoms to spider mite infestation and can sometimes distinguish the effects of the activity of two different pest species and plant malnutrition symptoms (Gonzalez-Gonzalez et al., 2021). Such methods are ideal for the monitoring of a given species on a given plant variety for the optimization of crop protection, however still lack robustness in terms of natural variability of pest races and developmental stages or host genotype (cultivars, breeding lines, segregating progenies, ecotypes, mutants). New developments in neural network models provide some hope for improving this especially for images recorded in variable light conditions (Crocket et al., 2014). Obviously, these methods are still lacking the versatility of a human expert and are rather limited to a particular task and budget. An interesting and smart tradeoff of cost, throughput and expert engagement without sophisticated equipment was shown by Cazaux et al. (2014), who developed a method to assess the susceptibility of A. thaliana to TSSM by measuring damage by a semi-automated selection of the altered area on a fine square grid over leaf images generated by an office scanner. The protocol provided here fully automatizes this process, requiring only 1,000 examples of the trait’s images for neural network training.
Variation of feeding symptoms
The presented protocol, which includes microscope scanning of TSSM-infested leaves and AI-aided image analysis using the MITESPOTTER program, allows large amounts of data to be obtained regarding plants’ resistance to TSSM. It accelerates the assessment, standardizes the criteria, measures precisely, and reduces the engagement time of experienced specialists. Moreover, the data can be stored and reanalyzed and the adaptation of the protocol to other pest-host plant models is not complicated.
During the optimization of the protocol, several problems were solved. For example, the recorded leaf damage, eggs and fecal pellets, differed between adaxial and abaxial scans. This was due to the fact that the abaxial side was photographed directly whereas the imaging of the adaxial side passed through the plastic plate and adhesive tape causing different light scattering. Moreover, the adhesive tape added noise disturbing the detection of eggs due to small air bubbles present in the tape glue, which sometimes could be mistaken for eggs. Some additional noise may also originate from leaves stuck unevenly to the tape forming closed spaces which could quickly steam up by transpiration disturbing subsequent imaging and detection.
Consequently, for neural network training separate, abaxial and adaxial training sets were prepared for eggs and leaf damage. In the case of eggs, another image-diversifying factor was the egg age, which could vary from 0 to 3 days. So the training set should contain transparent, straw yellow, and orange eggs. In the case of mite feeding symptoms, their shape and area also varied depending on the side of the leaf and overlapped only partially. This could depend on which mesophyll cells were damaged (sponge, palisade or both). Therefore, in the MITESPOTTER configuration, we decided to conduct damage detection of the two sides separately. Then the area was summarized and plotted on both sides in the same shape (the overlapping portion was not duplicated). Another problem concerning mainly the adaxial side of the leaves was caused by trichomes, which often obscured the objects to be detected. Admittedly, the trichomes interfered with object detection on the youngest leaves with the highest trichome density. Fortunately, the trichome density was also an efficient physical barrier causing these leaves to be unwillingly chosen by mites to feed and lay eggs on. On the older, more expanded leaves, the chosen neural network model efficiently ignored the trichomes. Also, the fecal pellets varied in appearance. Both small, black, single pellets and larger clusters were efficiently detected by MITESPOTTER, however, the detection of white guanine feces would require more optimization and therefore they were excluded from this study.
MITESPOTTER manual adjustments
The above listed possible problems with egg color variation and air bubbles necessitated the use of much larger training sets for neural networks and prompted us to include a function to remove manually misidentified eggs during the optional verification step in the MITESPOTTER program (Fig. 6). This option could also be used in the case of misdetection of feces due to dirt particles or residues of dead adults (usually they were excluded automatically) or unusual leaf color variation and trichome density. However, the possibility of leaf color variation would better be compensated for by adjusting the significance threshold levels for the detection of eggs and feces. In our opinion, the default and optimal levels were 0.8 and 0.9 for eggs and feces, respectively. The feeding symptoms were recognized at the unchangeable significance level of 0.5. These settings allow for efficient analysis even of morphologically differentiated A. thaliana ecotypes, but extending the application of MITESPOTTER to other plant species may require more manual optimization (Fig. 10).
Improving the procedure throughput
The presented protocol allows for the assessment of the activity of TSSM on hundreds of plants. There is the potential to optimize it for other plant-pest interactions (Fig. 10). We are also aware that several bottlenecks exist and further optimization would increase the protocol’s performance. Below are a few issues where we see a realistic chance for improvements.
1. Infestation – in our protocol we arduously applied 10 young females from a synchronized population per plant, but there are a few alternative options (the trade-off is that they give a new source of variability within the experiment):
- Massive infestation without synchronization or selection – all stages of larvae and adults are transferred to plants e.g. by brush (for a smaller number of mites per plant) or by pump for more than 20 females per plant (Cazaux et al., 2014; Zhurov et al., 2014). Using this type of infestation, the measured resistance/susceptibility may be more variable because (a) not every female will be at the peak of its fecundity, (b) larvae, nymphs and males do not lay eggs and (c) the structure of the population used may vary.
- Free migration – “free choice” scenario – plants are put into the stock colony of TSSM (where mites of all stages of their life cycle are present) or overpopulated leaves from the stock colony are placed on top of experimental plants. Mites have the freedom to migrate, which depends on the maternal population host species/ecotype and the colony density, as well as physical proximity/contact of leaves. After the experiment, the symptoms can be measured as in the presented protocol or the number of mites can be assessed by brushing out the mites to double-sided adhesive tape and scanning it using a similar imaging system as above.
2. Fewer leaves to be analyzed – in the case of A. thaliana, plants a few days younger could allow all leaves to fit in one row, reducing the time required for specimen preparation and scanning. Different growth intensities of A. thaliana ecotypes should be considered as well as the possible susceptibility discrepancy between younger and older seedlings. Such optimization would not be possible with other species having larger leaf sizes and numbers where specific sampling protocols should be elaborated to provide statistically significant results.
3. Image quality – the full 10 x 10 cm area scan is composed of approx. 400 merged camera shots. A higher resolution of the camera and a larger field of view of the microscope optics would allow for a reduction in the number of pictures taken from each specimen.
4. Image size – the uncompressed image exceeds 3 GB, implying quite high requirements with respect to storage capacity and computer performance for downstream analyses. Considering progress in computer hardware engineering, we expect gradual improvement – reduction of computing time.
Example study – trait variability among A. thaliana ecotypes
Trait variability among the 14 ecotypes tested here showed the dynamic range of 18.4, 7.9 and 3.2 for relative values of the area of feeding symptoms, oviposition rate and feces area, respectively. The values obtained suggest polygenic determination of these traits similarly to the results obtained by Zhurov et al. (2014) where susceptibility was assessed by measurement of the damaged leaf area. Besides a different method of measurements in our experiments and the cited report (MITESPOTTER vs. manual area selection; three days after infestation vs. four; three-to-five-day old unadapted and synchronized females vs. unadapted females manually selected from unsynchronized population) the most and least susceptible A. thaliana accession show similar dynamic ranges of the damaged area. The three characteristics presented here, describing the susceptibility of 14 A. thaliana ecotypes cumulated over three days, result from very complex biological processes suggesting that a diverse genetic repertoire may be responsible for its measured value. Moreover, we used synchronized but unadapted females. Despite these factors, the area of feeding symptoms, female fecundity and feces area indicate the same ecotypes as the most and least susceptible (the detailed rank of other ecotypes differ slightly depending on the trait measured) indicating the existence of a general antixenosis/antibiosis mechanism in the T. urticae–A. thaliana interaction. Deciphering the molecular background of this variation is of the highest importance both for basic research and plant breeding. Another highly desired follow-up research would be addressing the question to what extent the presented ecotype variation would be reduced if the host adaptation step is used (Magalhaes et al., 2007; Grbic et al., 2011; Dermauw et al., 2013).
Example study – Distribution of TSSM feeding symptoms on leaves
The described method allows measurement of the symptoms on each leaf individually, sometimes showing peaks and valleys on the chart (Fig. 8). In natural conditions the mite population tends to colonize plants with an aggregated distribution pattern. This may be due to unevenly spread resources, varying environment, less species-specific competition and negative antagonism (Kumaran, 2011). In our experiments, these factors are rather negligible due to the low density of synchronized females as the only herbivore on the tested plants, however we see great potential for using our method in research on mite population dispersion within and between plants. On the other hand, the observed patterns of symptom distribution within one plant may be associated with parastichy-dependant distribution of systemic acquired resistance (SAR) signals (Roberts et al., 2007; Ferrieri et al. 2015; Heyer et al., 2018). Parastichy in Arabidopsis describes direct or indirect vascular connections of leaves formed during development and depends on the orientation of phyllotaxy and the rosette size and can follow the n+3, n+5 or n+8 pattern (Dengler, 2006). The best results in the cited literature, however, were obtained when only one leaf was infected/infested and SAR distribution was monitored by marker gene expression. In the case of our experiments, the mite migration and activity did not produce convincing parastichy patterns, suggesting that rosette topology (mainly the shoot apex where young females were applied) and random leaf contacts within the rosette caused unequal distribution of females and symptoms. This does not exclude the SAR influence on representatives of the same or different species (Kielkiewicz et al., 2019) but the experimental setup applied made it impossible to observe it. The individual measurements of leaf symptoms by the MITESOPTTER program may also be useful in other experiments where e.g. plant canopy distribution of pests or pathogens is important.
An interesting part of our results was also the observation that there is variability in the distribution of traits depending on the leaf side (number of eggs and feces area; the damaged area detected largely overlaps on the abaxial and adaxial side). A couple of factors may contribute to this variation but they are usually related to the environment or species community cohabiting the same plant. Assuming there was no environmental variability (growth chamber) the innate physical, chemical or molecular factors of the host plant contributed to this variation and this is another fascinating area to explore.
Downstream applications of collected data
Forward genetics, i.e. linking a specific phenotypic trait to single or multiple genes, is crucial for plant breeding and basic research. The most precise approaches require screening of a trait variation in extensively polymorphic and large populations. The advent of relatively low cost Next Generation Sequencing methods has provided an incredible source of genetic polymorphism data, however, the phenotypic trait assessment and quantification are still difficult to simplify and accelerate. The presented protocol is designed to collect data on phenotype variation with a specific focus on traits related to TSSM susceptibility of A. thaliana ecotypes where hundreds of them are fully sequenced. Further, such data can be used in association mapping to identify plant genes or genetic markers to be used in TSSM resistance breeding. Such experiments, however, would require screening of mite susceptibility of many more than 14 ecotypes or segregating progeny (100-200) (Ristova et.al., 2018).