i:\orgupov\shared\tg\avocado\upov drafts\tg_97_4_proj.5_e.doc E TG/97/4(proj.5) ORIGINAL: English DATE: 2005-10-12 INTERNATIONAL UNION FOR THE PROTECTION OF NEW VARIETIES OF PLANTS GENEVA DRAFT AVOCADO UPOV Code: PERSE_AME Persea americana Mill. * GUIDELINES FOR THE CONDUCT OF TESTS FOR DISTINCTNESS, UNIFORMITY AND STABILITY prepared by an expert from Mexico to be considered by the Enlarged Editorial Committee at its meeting to be held in Geneva, Switzerland, January 10, 2006 Alternative Names: * Botanical name English French German Spanish Persea americana Mill. Avocado Avocatier Avocado Aguacate, Palto The purpose of these guidelines (“Test Guidelines”) is to elaborate the principles contained in the General Introduction (document TG/1/3), and its associated TGP documents, into detailed practical guidance for the harmonized examination of distinctness, uniformity and stability (DUS) and, in particular, to identify appropriate characteristics for the examination of DUS and production of harmonized variety descriptions. ASSOCIATED DOCUMENTS These Test Guidelines should be read in conjunction with the General Introduction and its associated TGP documents. * These names were correct at the time of the introduction of these Test Guidelines but may be revised or updated. [Readers are advised to consult the UPOV Code, which can be found on the UPOV Website (www.upov.int), for the latest information.]
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INTERNATIONAL UNION FOR THE PROTECTION OF NEW VARIETIES OF PLANTSGENEVA
DRAFT AVOCADO
UPOV Code: PERSE_AME
Persea americana Mill.
*
GUIDELINES
FOR THE CONDUCT OF TESTS
FOR DISTINCTNESS, UNIFORMITY AND STABILITY
prepared by an expert from Mexico
to be considered by the Enlarged Editorial Committee at its meetingto be held in Geneva, Switzerland, January 10, 2006
Alternative Names:*
Botanical name English French German Spanish
Persea americana Mill. Avocado Avocatier Avocado Aguacate, Palto
The purpose of these guidelines (“Test Guidelines”) is to elaborate the principles contained in theGeneral Introduction (document TG/1/3), and its associated TGP documents, into detailed practicalguidance for the harmonized examination of distinctness, uniformity and stability (DUS) and, inparticular, to identify appropriate characteristics for the examination of DUS and production ofharmonized variety descriptions.
ASSOCIATED DOCUMENTS
These Test Guidelines should be read in conjunction with the General Introduction and itsassociated TGP documents.
* These names were correct at the time of the introduction of these Test Guidelines but may be
revised or updated. [Readers are advised to consult the UPOV Code, which can be found on theUPOV Website (www.upov.int), for the latest information.]
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TABLE OF CONTENTS PAGE
1. SUBJECT OF THESE TEST GUIDELINES..................................................................................................32. MATERIAL REQUIRED ...............................................................................................................................33. METHOD OF EXAMINATION.....................................................................................................................3
3.1 Number of Growing Cycles ....................................................................................................................33.2 Testing Place ...........................................................................................................................................33.3 Conditions for Conducting the Examination...........................................................................................33.4 Test Design .............................................................................................................................................43.5 Number of Plants / Parts of Plants to be Examined.................................................................................43.6 Additional Tests ......................................................................................................................................4
4. ASSESSMENT OF DISTINCTNESS, UNIFORMITY AND STABILITY...................................................44.1 Distinctness .............................................................................................................................................44.2 Uniformity...............................................................................................................................................54.3 Stability ...................................................................................................................................................5
5. GROUPING OF VARIETIES AND ORGANIZATION OF THE GROWING TRIAL.................................56. INTRODUCTION TO THE TABLE OF CHARACTERISTICS...................................................................6
6.1 Categories of Characteristics...................................................................................................................66.2 States of Expression and Corresponding Notes.......................................................................................66.3 Types of Expression................................................................................................................................66.4 Example Varieties ...................................................................................................................................66.5 Legend.....................................................................................................................................................6
7. TABLE OF CHARACTERISTICS/TABLEAU DESCARACTÈRES/MERKMALSTABELLE/TABLA DE CARACTERES.......................................................7
8. EXPLANATIONS ON THE TABLE OF CHARACTERISTICS ................................................................238.1 Explanations covering several characteristics .......................................................................................238.2 Explanations for individual characteristics ...........................................................................................24
These Test Guidelines apply to all varieties of Persea americana Mill.
2. Material Required
2.1 The competent authorities decide on the quantity and quality of the plant materialrequired for testing the variety and when and where it is to be delivered. Applicantssubmitting material from a State other than that in which the testing takes place must ensurethat all customs formalities and phytosanitary requirements are complied with.
2.2 The material is to be supplied in the form of graft sticks.
2.3 The minimum quantity of plant material, to be supplied by the applicant, should be:
8 graft sticks, sufficient to produce 8 trees.
The rootstock to be used is specified by the competent authority.
2.4 The plant material supplied should be visibly healthy, not lacking in vigor, noraffected by any important pest or disease.
2.5 The plant material should not have undergone any treatment which would affect theexpression of the characteristics of the variety, unless the competent authorities allow orrequest such treatment. If it has been treated, full details of the treatment must be given.
3. Method of Examination
3.1 Number of Growing Cycles
3.1.1 The minimum duration of tests should normally be two independent growing cycles.
3.1.2 The growing cycle is considered to be the period ranging from the beginning of activevegetative growth or flowering, continuing through active vegetative growth or flowering andfruit development and concluding with the harvesting of fruit.”
3.2 Testing Place
Tests are normally conducted at one place. In the case of tests conducted at more thanone place, guidance is provided in TGP/9 “Examining Distinctness”.
3.3 Conditions for Conducting the Examination
3.3.1 The tests should be carried out under conditions ensuring satisfactory growth for theexpression of the relevant characteristics of the variety and for the conduct of theexamination. In particular, it is essential that the trees produce a satisfactory crop of fruit ineach of the two growing cycles.”
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3.3.2 Because daylight varies, color determinations made against a color chart should bemade either in a suitable cabinet providing artificial daylight or in the middle of the day in aroom without direct sunlight. The spectral distribution of the illuminant for artificial daylightshould conform with the CIE Standard of Preferred Daylight D 6500 and should fall withinthe tolerances set out in the British Standard 950, Part I. These determinations should bemade with the plant part placed against a white background.
3.4 Test Design
3.4.1 Each test should be designed to result in a total of at least five plants.
3.4.2 The design of the tests should be such that plants or parts of plants may be removedfor measurement or counting without prejudice to the observations which must be made up tothe end of the growing cycle.
3.5 Number of Plants / Parts of Plants to be Examined
Unless otherwise indicated, all observations should be made on 5 plants or parts takenfrom each of 5 plants. In the case of parts of plants, the number to be taken from each of theplants should be 2.
3.6 Additional Tests
Additional tests, for examining relevant characteristics, may be established.
4. Assessment of Distinctness, Uniformity and Stability
4.1 Distinctness
4.1.1 General Recommendations
It is of particular importance for users of these Test Guidelines to consult the GeneralIntroduction prior to making decisions regarding distinctness. However, the following pointsare provided for elaboration or emphasis in these Test Guidelines.
4.1.2 Consistent Differences
The differences observed between varieties may be so clear that more than onegrowing cycle is not necessary. In addition, in some circumstances, the influence of theenvironment is not such that more than a single growing cycle is required to provideassurance that the differences observed between varieties are sufficiently consistent. Onemeans of ensuring that a difference in a characteristic, observed in a growing trial, issufficiently consistent is to examine the characteristic in at least two independent growingcycles.
4.1.3 Clear Differences
Determining whether a difference between two varieties is clear depends on manyfactors, and should consider, in particular, the type of expression of the characteristic beingexamined, i.e. whether it is expressed in a qualitative, quantitative, or pseudo-qualitative
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manner. Therefore, it is important that users of these Test Guidelines are familiar with therecommendations contained in the General Introduction prior to making decisions regardingdistinctness.
4.2 Uniformity
4.2.1 It is of particular importance for users of these Test Guidelines to consult the GeneralIntroduction prior to making decisions regarding uniformity. However, the following pointsare provided for elaboration or emphasis in these Test Guidelines:
4.2.2 For the assessment of uniformity, a population standard of 1% and an acceptanceprobability of at least 95 % should be applied. In the case of a sample size of 5 plants, no off-types are allowed.
4.3 Stability
4.3.1 In practice, it is not usual to perform tests of stability that produce results as certain asthose of the testing of distinctness and uniformity. However, experience has demonstratedthat, for many types of variety, when a variety has been shown to be uniform, it can also beconsidered to be stable.
4.3.2 Where appropriate, or in cases of doubt, stability may be tested, either by growing afurther generation, or by testing a new seed or plant stock to ensure that it exhibits the samecharacteristics as those shown by the previous material supplied.
5. Grouping of Varieties and Organization of the Growing Trial
5.1 The selection of varieties of common knowledge to be grown in the trial with thecandidate varieties and the way in which these varieties are divided into groups to facilitatethe assessment of distinctness are aided by the use of grouping characteristics.
5.2 Grouping characteristics are those in which the documented states of expression, evenwhere produced at different locations, can be used, either individually or in combination withother such characteristics: (a) to select varieties of common knowledge that can be excludedfrom the growing trial used for examination of distinctness; and (b) to organize the growingtrial so that similar varieties are grouped together.
5.3 The following have been agreed as useful grouping characteristics:
(a) Leaf blade: anise aroma (characteristic 18); (b) Ripe fruit: color (characteristic 49); (c) Ripe fruit: thickness of skin (characteristic 50); (d) Time of fruit maturity for harvesting (characteristic 67).
5.4 Guidance for the use of grouping characteristics, in the process of examiningdistinctness, is provided through the General Introduction.
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6. Introduction to the Table of Characteristics
6.1 Categories of Characteristics
6.1.1 Standard Test Guidelines Characteristics
Standard Test Guidelines characteristics are those which are approved by UPOV forexamination of DUS and from which members of the Union can select those suitable for theirparticular circumstances.
6.1.2 Asterisked Characteristics
Asterisked characteristics (denoted by *) are those included in the Test Guidelineswhich are important for the international harmonization of variety descriptions and shouldalways be examined for DUS and included in the variety description by all members of theUnion, except when the state of expression of a preceding characteristic or regionalenvironmental conditions render this inappropriate.
6.2 States of Expression and Corresponding Notes
States of expression are given for each characteristic to define the characteristic and toharmonize descriptions. Each state of expression is allocated a corresponding numerical notefor ease of recording of data and for the production and exchange of the description.
6.3 Types of Expression
An explanation of the types of expression of characteristics (qualitative, quantitativeand pseudo-qualitative) is provided in the General Introduction.
6.4 Example Varieties
Where appropriate, example varieties are provided to clarify the states of expressionof each characteristic.
6.5 Legend
(*) Asterisked characteristic – see Chapter 6.1.2
QL: Qualitative characteristic – see Chapter 6.3QN: Quantitative characteristic – see Chapter 6.3PQ: Pseudo-qualitative characteristic – see Chapter 6.3
(a)-(h) See Explanations on the Table of Characteristics in Chapter 8.1
(+) See Explanations on the Table of Characteristics in Chapter 8.2
English français deutsch españolExample VarietiesExemplesBeispielssortenVariedades ejemplo
Note/Nota
67.(*)
Time of fruitmaturity forharvesting
Époque de maturitéde cueillette desfruits
Zeitpunkt derErntereife derFrucht
Época de madurezdel fruto para lacosecha
QN (f) very early très précoce sehr früh muy precoz Topa Topa 1
early précoce früh precoz Ettinger 3
medium moyenne mittel media Fuerte 5
late tardive spät tardía Hass, Ryan 7
very late très tardive sehr spät muy tardía Reed 9
68. Seed multiplesprouting
Germinationmultiple du noyau
MehrfachesSprießen des Kerns
Germinaciónmúltiple de semillas
QL absent absente fehlend ausente Hass 1
present présente vorhanden presente Lula 9
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8. Explanations on the Table of Characteristics
8.1 Explanations covering several characteristics
Characteristics containing the following key in the second column of the Table ofCharacteristics should be examined as indicated below:
(a) Young shoot / Young leaf: All observations on the young shoot and youngleaf should be made on the current season’s growth, during a period of activegrowth (flush).
(b) Pubescence: All observations on pubescence should be made with the aid of a
magnifying glass. (c) Leaf: Unless otherwise indicated, all observations on the leaf should be made
on mature leaves from branches which are neither bearing fruit nor showingsigns of new flush on the outside of the tree. They should be made in themiddle third of the current season's growth.
(d) Inflorescence: All observations on the inflorescence should be made at the
time of full flowering. (e) Flower: All observations on the flower should be made during female
opening. To determine the flowering type of a variety, the average night andday minimum temperatures should not be below 15 �C and 25 �C,respectively.
(f) Mature fruit: The mature fruit is defined as the fruit ready for harvesting. (g) Pedicel: All observations on the pedicel should be made on mature fruits. (h) Ripe fruit, seed, cotyledon: observations on the ripe fruit, seed and cotyledon
which should be made when the fruit is ready for eating.
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8.2 Explanations for individual characteristics
Ad. 1: Tree: growth habit
1 2 3 4upright spreading drooping weeping
Ad. 5: Shoot: length of internode
To be observed on the middle part of the shoot, after the current season’s growth has stopped.
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Ad. 10: Leaf blade: shape
1 2 3lanceolate ovate elliptic
4 5circular obovate
Ad. 11: Leaf blade: shape of apex
1acuminate
2 3acute rounded
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Ad. 12: Leaf blade: twisting along whole length
1 9absent present
Ad. 13: Leaf blade: twisting of apex
1 9absent present
Ad. 14: Leaf blade: undulation of margin
1 3absent or very weak weak
5 7medium strong
9very strong
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Ad. 20: Inflorescence: length of axis
3 5short medium
7long
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Ad. 22: Inflorescence: flowering type
A flower from inflorescence
Type A B
a.m. open with female partsfunctional closed
Day 1p.m. closed open with female parts
functional
a.m. closed open with male partsfunctional
Day 2p.m. open with male parts
functional closed
Observations should be carried out according to Ish-Am, G. and D. Eisikowitch. 1991: Newinsight into avocado flowering in relation to its pollination. California Avocado SocietyYearbook 75: 125-137.
Ad. 23: Flower: nectary
1 2sessile stalked
Ad. 24: Flower: style
1 2straight kinked
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Ad. 25: Flower: pollen
Observations on the pollen should be made at anther dehiscence of the male stage flower.
Ad. 33: Mature fruit: presence of depression at stalk end
1 9absent present
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Ad. 34: Mature fruit: diameter of stalk attachment
3 5 7small medium large
Ad. 36: Mature fruit: shape at stylar region
7
1 2 3 4 5pointed rounded flattened slightly
depresseddeeply
depressed
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Ad. 43: Pedicel: thickness compared to peduncle (at junction)
1 2same thicker
Ad. 45: Pedicel: shape
1 2cylindrical conical
Ad. 46: Pedicel: “nailhead”
1 9absent present
Ad. 51: Ripe fruit: consistency of skinAd. 52: Ripe fruit: adherence of skin to flesh
Should be evaluated by peeling the ripe fruit with the aid of the fingers.
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Ad. 60: Seed: shape in longitudinal section (lateral view)
1 2 3 4triangular ovate depressed ovate elliptic
5 6circular oblate
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9. Literature
Avilán Rovira, L.; Avilán Rodríguez, L. A,. 1997: Sistema de Información de las fichas devariedades de aguacate del banco de germoplasma – CENIAP. Manual de Usuario y Disco.Fondo Nacional de Investigaciones Agropecuarias, Centro Nacional de InvestigacionesAgropecuarias-IICA/CReA/PROCIANDINO/FRUTHEX. Serie D No. 34. Maracay,Venezuela. 19 p.
Barrientos-Priego, A. F.; Ben-Ya’acov, A. D.; de la Cruz-Torres, E.; López-López, L.; Bufler,G.; Borys, M. W., 1991: “Descriptores para aguacate-Descriptors for avocado”. FundaciónSalvador Sánchez Colín-CICTAMEX, S. C. Coatepec Harinas, Estado de México. México69 p.
IPGRI, 1995: Descriptors for Avocado (Persea americana Mill.). International GeneticResources Institute (IPGRI-FAO). Rome, Italy. 52 p.
Ish-Am, G.; Eisikowitch, D., 1991: New insight into avocado flowering in relation to itspollination. California Avocado Society Yearbook 75: 125-137. (can be downloaded atwww.avocadosource.com)
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10. Technical Questionnaire
TECHNICAL QUESTIONNAIRE Page {x} of {y} Reference Number:
Application date:(not to be filled in by the applicant)
TECHNICAL QUESTIONNAIREto be completed in connection with an application for plant breeders’ rights
1. Subject of the Technical Questionnaire
1.1 Botanical Name Persea americana Mill.
1.2 Common Name Avocado
2. Applicant
Name
Address
Telephone No.
Fax No.
E-mail address
Breeder (if different from applicant)
3. Proposed denomination and breeder’s reference
Proposed denomination(if available)
Breeder’s reference
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TECHNICAL QUESTIONNAIRE Page {x} of {y} Reference Number:
#4. Information on the breeding scheme and propagation of the variety
4.1 Breeding scheme
Variety resulting from:
4.1.1 Crossing
(a) controlled cross [ ](please state parent varieties)
(b) partially known cross [ ](please state known parent variety(ies))
(c) unknown cross [ ]
4.1.2 Mutation [ ](please state parent variety)
4.1.3 Discovery and development [ ](please state where and when discovered and how developed)
4.1.4 Other [ ](please provide details)
4.2 Method of propagating the variety
4.2.1 Vegetative propagation
(a) grafting [ ]
(b) layering (clonal) [ ]
(c) other (state method) [ ]
4.2.2 Seed [ ]
4.2.3 Other [ ](please provide details)
# Authorities may allow certain of this information to be provided in a confidential section of the TechnicalQuestionnaire.
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TECHNICAL QUESTIONNAIRE Page {x} of {y} Reference Number:
5. Characteristics of the variety to be indicated (the number in brackets refers to thecorresponding characteristic in Test Guidelines; please mark the note which bestcorresponds).
Characteristics Example Varieties Note
5.1(2)
Young shoot: color
yellow green Collinson 1[ ]
green Benedict, G-22, Teague 2[ ]
reddish Duke 6 3[ ]
5.2(18)
Leaf blade: anise aroma
absent or weak Hass, Reed 1[ ]
medium Duke 7 2[ ]
strong Thomas 3[ ]
5.3(45)
Pedicel: shape
cylindrical Horshim, Iriet, Teague 1[ ]
conical Dunedin, Edranol, Monroe 2[ ]
5.4(46)
Pedicel: “nailhead”
absent Duke, Edranol, Wurtz 1[ ]
present Maxima, Pollock 9[ ]
5.5(49)
Ripe fruit: color
yellow green Melendez 1[ ]
light green Marsheline, Mayo 2[ ]
medium green Greengold, Rincon, Zutano 3[ ]
dark green Ahaheim, Colín V-33, Edranol 4[ ]
reddish Los Moros 5[ ]
medium purple 6[ ]
dark purple or black Hass, Topa Topa 7[ ]
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TECHNICAL QUESTIONNAIRE Page {x} of {y} Reference Number:
Characteristics Example Varieties Note
5.6(50)
Ripe fruit: thickness of skin
very thin Mexicola, Topa Topa 1[ ]
moderately thin Colín V-33, Fuerte 3[ ]
medium Edranol 5[ ]
moderately thick Hass 7[ ]
very thick Dickinson 9[ ]
5.7(67)
Time of fruit maturity for harvesting
very early Topa Topa 1[ ]
early Ettinger 3[ ]
medium Fuerte 5[ ]
late Hass, Ryan 7[ ]
very late Reed 9[ ]
6. Similar varieties and differences from these varieties
Please use the following table and box for comments to provide information on how yourcandidate variety differs from the variety (or varieties) which, to the best of your knowledge,is (or are) most similar. This information may help the examination authority to conduct itsexamination of distinctness in a more efficient way.
Denomination(s) ofvariety(ies) similar toyour candidate variety
Characteristic(s) inwhich your candidate
variety differs from thesimilar variety(ies)
Describe theexpression of the
characteristic(s) for thesimilar variety(ies)
Describe the expression ofthe characteristic(s) foryour candidate variety
Example Mature fruit: stalkcavity
e.g. note 1 note 9
e.g. absent present
Comments:
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TECHNICAL QUESTIONNAIRE Page {x} of {y} Reference Number:
#7. Additional information which may help in the examination of the variety
7.1 In addition to the information provided in sections 5 and 6, are there any additionalcharacteristics which may help to distinguish the variety?
Yes [ ] No [ ]
(If yes, please provide details)
7.2 Are there any special conditions for growing the variety or conducting theexamination?
Yes [ ] No [ ]
(If yes, please provide details)
7.3 Other information
A representative color photograph of the variety should accompany the TechnicalQuestionnaire.
8. Authorization for release
(a) Does the variety require prior authorization for release under legislation concerningthe protection of the environment, human and animal health?
Yes [ ] No [ ]
(b) Has such authorization been obtained?
Yes [ ] No [ ]
If the answer to (b) is yes, please attach a copy of the authorization.
# Authorities may allow certain of this information to be provided in a confidential section of the Technical
Questionnaire.
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TECHNICAL QUESTIONNAIRE Page {x} of {y} Reference Number:
9. Information on plant material to be examined or submitted for examination.
9.1 The expression of a characteristic or several characteristics of a variety may be affectedby factors, such as pests and disease, chemical treatment (e.g. growth retardants or pesticides),effects of tissue culture, different rootstocks, scions taken from different growth phases of atree, etc.
9.2 The plant material should not have undergone any treatment which would affect theexpression of the characteristics of the variety, unless the competent authorities allow orrequest such treatment. If the plant material has undergone such treatment, full details of thetreatment must be given. In this respect, please indicate below, to the best of your knowledge,if the plant material to be examined has been subjected to: