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Plant Breeding at the U.S. National : Selection, Evaluation, and Release of New Cultivars

Margaret R. Pooler

ADDITIONAL INDEX WORDS. materials transfer agreement, stock increase, woody ornamental , nursery and landscape industry

SUMMARY. The U.S. National Arboretum has released over 650 new cultivars since it was established in 1927. A key to the success of the program has been the voluntary participation of universities and private nurseries in evaluating and propagating new plant material. The cooperative evaluation and stock increase programs play a critical role in the successful testing, introduction, and distribution of new cultivars of landscape and shrubs. These integrated cooperative programs depend on the involvement of nurserymen, researchers, botanic , or individuals to evaluate potential new cultivars under diverse climatic conditions and zones, and wholesale propagation nurseries to increase stock of those cultivars destined for release.

he U.S. National Arboretum, established by an Act of Congress in 1927, is a research facility and living museum in Northeast TWashington, D.C. Administered by the U.S. Department of , the mission of the National Arboretum is to conduct research, provide education, and conserve and display trees, shrubs, flowers, and other plants to enhance the environment. Part of this mission involves breeding and selecting new plant cultivars for release to the public. Since it was established 74 years ago, the National Arbo- retum has released over 650 new plant cultivars (Table 1) (U.S. Na- tional Arboretum, 2001), including the Glenn Dale hybrid ( sp.), cold hardy camellias (Camellia sp.), disease resis- tant crapemyrtles (Lagerstroemia hybrids), a wide variety of well- adapted viburnums (Viburnum sp.), pest-tolerant red (Acer rubrum), and american elms (Ulmus americana) with tolerance to dutch elm disease (Ophiostoma ulmi). Many of the cultivars released over two decades ago continue to be propagated and sold by the hundreds of thousands today.

USDA/ARS/U.S. National Arboretum, Floral and Nursery Plants Research Unit, 3501 New York Ave., NE, , DC 20002. The cost of publishing this paper was defrayed in part by the payment of page charges. Under postal regulations, this paper therefore must be hereby marked advertisement solely to indicate this fact.

● July–September 2001 11(3) 365 Table 1. Recent woody ornamental plant releases from the U.S. National Arboretum.

USDA Common Year of hardiness name Species Cultivar release zone Red Acer rubrum Brandywine 1994 4–8 Red maple Acer rubrum New World 1997 4–8 Red maple Acer rubrum Red Rocket 1997 3–8 Chinese redbud Cercis chinensis Don Egolf 2000 6–9 Crapemyrtle Lagerstroemia indica ×fauriei Chickasaw 1997 to 7b Crapemyrtle Lagerstroemia indica ×fauriei Pocomoke 1998 to 7b Flowering cherry Prunus Dream Catcher 1999 6–8 Lilac Syringa Betsy Ross 2000 5–8 American elm Ulmus americana New Harmony 1995 5–7 American elm Ulmus americana Valley Forge 1995 5–7 Burkwood viburnum Viburnum ×burkwoodii Conoy 1988 5b–8 Leatherleaf viburnum Viburnum rhytidophyllum Cree 1994 5–8

A key to the success of the plant ited publicly; the plants cannot be used planting stock of vegetatively propa- breeding program has been the volun- for breeding until released; the coop- gated plants. Similar to the evaluation tary participation of universities and erator must provide evaluation data to MTA, the terms of the stock increase private nurseries in evaluating and ARS when requested; and the coop- MTA state that the cooperator will propagating new plant material. The erator must destroy those selections keep ARS informed of the number of cooperative evaluation and stock in- that are not chosen for release. Once plants propagated, and, as previously, crease programs play a critical role in the MTA is in place, two or three will not sell, display, or use for hybrid- the successful testing, introduction, plants of each selection, designated by izations the selection until it is offi- and distribution of new cultivars of a five-digit National Arboretum num- cially released. landscape trees and shrubs. These in- ber, are shipped to the cooperators. tegrated cooperative programs depend The cooperator then evaluates the Cultivar release on the involvement of nurserymen, plants for 3 to 10 or more years, de- The period of cooperative stock researchers, botanic gardens, or indi- pending on the genus. increase typically lasts for 2 to 4 years, viduals to evaluate potential new culti- Data on the performance of the depending on the genus. Based on vars under diverse climatic conditions selections under evaluation is solicited communications between the coop- and hardiness zones, and wholesale annually or as needed, either via a erator and the National Arboretum propagation nurseries to stock increase written evaluation form or by personal regarding the number of plants avail- those cultivars destined for release. communication with the evaluator. able and the perceived demand that Data on disease and pest incidence, will be created, the National Arbore- Plant evaluation growth rate, bloom date and duration, tum names and prepares a release no- Plant evaluation is the most time- fruit production, and other genus-spe- tice for the selection. Copies of the and resource-intensive step in a woody cific horticultural aspects are requested. release notice are sent to all coopera- plant breeding program. Although However, one of the most useful pieces tors who evaluated and/or propagated initial selection and evaluation can be of information that the cooperator the selection. Although historically the done at the U.S. National Arboretum, provides is an opinion of the commer- National Arboretum has not promoted evaluation in a diverse range of cli- cial potential of the selection. or advertised its cultivars, we have re- mates and under different production cently developed full color fact sheets practices is necessary to ensure that a Stock increase for selected cultivars that contain in- plant will perform well in many loca- Once a decision has been made by formation on the plant’s origin, land- tions. After a plant is selected at the the National Arboretum to release a scape uses, cultural requirements, National Arboretum for further evalu- selection as a named cultivar, the , and availability. These ation, a letter is written to cooperators must be propagated by the thousands fact sheets, which can be viewed on the asking if they are interested in evaluat- or tens of thousands before it can be National Arboretum’s web site at ing the selection. Those who express released. Although the National Ar- (U.S. interest are asked to sign a materials boretum has personnel skilled in plant National Arboretum, 2001), are help- transfer agreement (MTA) for the propagation, the facilities are not de- ful in providing clear information to a growth and evaluation for test pur- signed for mass production; hence, the wide range of users, including whole- poses of new plant cultivars. The terms most efficient method to rapidly in- sale and retail nurseries, landscape ar- of this MTA, which is signed by the crease advanced selections is to enlist chitects, and the public. cooperator and USDA, ARS officials, the voluntary cooperation of commer- The National Arboretum’s coop- state that the plants will remain the cial wholesale nurseries. Those nurser- erative evaluation and stock increase property of ARS; the plants can be ies who express an interest in propa- program has been in place since the propagated only for test purposes; the gating the selection before release are 1960s and is one reason for the success plants cannot be displayed or exhib- asked to sign a MTA for increasing the of the woody plant breeding programs.

366 ● July–September 2001 11(3) Outstanding features Reference Long-lasting red-purple fall color, tolerance to potato leafhopper, no seed U.S. National Arboretum, 2001 Elm-like crown structure, tolerance to potato leafhopper, no seed U.S. National Arboretum, 2001 Cold hardy, strongly columnar crown structure, tolerance to potato leafhopper U.S. National Arboretum, 2001 Slow-growing compact habit, easy to propagate, seedless Benson, 2000 Miniature, densely branched compact habit, fine-textured mildew resistant foliage Pooler and Dix, 1999 Miniature plant, deep rose flowers, glossy dark green mildew resistant foliage Pooler and Dix, 1999 Large medium-pink single flowers, disease tolerance, well-suited to nursery production Morgan, 2000 Pure white fragrant flowers, field tolerance to powdery mildew, relative adaptation to warmer climates Benson, 2000 High tolerance to Dutch elm disease, broadly V-shaped crown with slender terminal branches Townsend, 2000; Becker, 1996 High tolerance to Dutch elm disease, upright, arching, vase-shaped habit Townsend, 2000; Becker, 1996 Compact habit with fine-textured dark green foliage, fragrant white flowers, persistent fruit Egolf, 1988; Davis, 1997 Dark green evergreen foliage, cold hardiness, densely branching habit U.S. National Arboretum, 2001

No patents, royalties or licensing fees are associated with any of the woody Literature cited plants that come from the National Becker, H. 1996. New american elms re- Arboretum, and no money is ex- store stately trees. Agr. Res. 44:4–8. changed with the MTA. The program Benson, S. (ed.). 2000. New plants for has been successful because of the ben- 2001. Amer. Nurseryman 192(12):27–72. efit to both parties involved. Although the commercial cooperators have to Davis, T. 1997. U.S. National Arboretum: commit the time and resources neces- Celebrating 70 years and more than 650 sary to evaluate the plants, some of introductions. NMPro 13(8):30–35. which are never released, they also Egolf, D.R. 1988. ‘Conoy’ viburnum. have large stock plants from which to HortScience 23(2):419–421. propagate if the selection is released, Morgan, D. (ed.). 2000. Introductions: plus they are familiar with the plant’s Exciting new plants you’ll want to grow. performance in their production op- NMPro 16(3):12. eration. The National Arboretum re- ceives critical evaluation data from the Pooler, M.R. and R.L. Dix. 1999. very people who will be growing and ‘Chickasaw’, ‘Kiowa’, and ‘Pocomoke’ Lagerstroemia. HortScience 34(2):361– marketing the selection, and with the 363. help of cooperators, is able to ensure that an adequate number of plants will Townsend, A.M. 2000. USDA genetic be available when the cultivar is re- research on elms, p. 271–278. In: C.P. leased. Such a mutually beneficial sys- Dunn (ed.). The elms: Breeding, conser- tem guarantees that only superior, well- vation, and disease management. Kluwer Academic Publishers, Norwell, Mass. tested plants are released from the breeding program, and that these plants U.S. National Arboretum. 2001. The will be distributed as effectively as pos- National Arboretum. 16 Apr. sible. 2001.

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