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Phenotyping Plant Responses to Biotic Stress by Chlorophyll Fluorescence Imaging
María Luisa Pérez-Bueno, Mónica Pineda, Matilde Barón
Frontiers in Plant Science · 2019 · Review · CC BY
Abstract
Photosynthesis is a pivotal process in plant physiology, and its regulation plays an important role in plant defense against biotic stress. Interactions with pathogens and pests often cause alterations in the metabolism of sugars and sink/source relationships. These changes can be part of the plant defense mechanisms to limit nutrient availability to the pathogens. In other cases, these alterations can be the result of pests manipulating the plant metabolism for their own benefit. The effects of biotic stress on plant physiology are typically heterogeneous, both spatially and temporarily. Chlorophyll fluorescence imaging is a powerful tool to mine the activity of photosynthesis at cellular, leaf, and whole-plant scale, allowing the phenotyping of plants. This review will recapitulate the responses of the photosynthetic machinery to biotic stress factors, from pathogens (viruses, bacteria, and fungi) to pests (herbivory) analyzed by chlorophyll fluorescence imaging both at the lab and field scale. Moreover, chlorophyll fluorescence imagers and alternative techniques to indirectly evaluate photosynthetic traits used at field scale are also revised.
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From PubMed Central, U.S. National Library of Medicine, as current on Oct 26, 2026. Paragraph numbers are ours, so an answer can point at one.
Introduction
Changes in red chlorophyll a fluorescence (Chl-F) emission after illumination of dark-adapted plants with photosynthetically active radiance (PAR) were first reported by. This Chl-F showed a high correlation with photosynthetic rates. Ever since then, this technique has been heavily exploited to monitor photosynthetic performance and stress in plants. Indeed, no investigation regarding the activity of photosynthesis seems complete without some Chl-F data. Moreover, the sensitivity of Chl-F to even minor alterations in plant metabolism makes this technique suitable to provide insight into plant-stress factor interactions. Finally, the development of instruments capable of imaging Chl-F has provided a powerful tool to resolve spatial heterogeneity of plant and leaf photosynthetic performance under stress conditions. Chlorophyll fluorescence imaging (Chl-FI) makes available a wealth of information on the timing and location of pathogen development as well as to understand the regulation of photosynthesis from leaf to crop scale. Moreover, Chl-FI is often included in phenomics together with metabolomics, genomics, transcriptomics, and proteomics. Indeed, have recently reviewed the high-throughput phenotyping platforms equipped with Chl-FI devices.
The study of Chl-F kinetics provides information on the efficiency of photosystem II (PSII) following the model proposed by. Basically, the model establishes that photochemistry (the so-called photochemical quenching) competes with the processes of energy dissipation as Chl-F and heat (the so-called non-photochemical quenching) for excitation energy in the antenna pigments of PSII. Thus, to analyze the photosynthetic performance of a sample from Chl-FI measurements, it is necessary to differentiate between the photochemical and non-photochemical components of quenching. The usual approach is to transiently reduce to zero the photochemistry component using saturating light flashes, so that the Chl-FI yield in the presence of the non-photochemical quenching alone can be estimated.
The most commonly used Chl-F parameters related with photosynthetic activity are summarized in Table 1. In general terms, plants respond to stress conditions activating acclimation mechanisms to adjust the machinery to the new environment with the aim of maintaining the photosynthetic activity. It might include the increase in the capacity for energy dissipation, detected by increases in non-photochemical quenching (measured as NPQ and qN) with no alterations in maximum quantum efficiency of PSII (FV/FM). When the stress overcomes the capacity of acclimation, permanent photoinhibition occurs and can be detected by decreases in FV/FM. When stress is strong or prolonged enough, the effective quantum yield of PSII (ΦPSII) and the photochemical quenching (qP) decrease, meaning an inhibition of the electron transport chain. This inhibition of the light-dependent reactions can be accompanied by an increase in NPQ and qN. However, severe stress conditions might cause a severe loss of functionality of the PSII, and these three parameters would decrease. In the following sections, alterations in Chl-F parameters for individual host-pathogen systems will be described in more detail.
This review addresses: (i) the different responses of the photosynthetic machinery to biotic stress factors—pathogens (viruses, bacteria, and fungi) and pests (herbivory and parasites)—analyzed by Chl-FI at lab scale and (ii) the different techniques based on Chl-F and alternatives that have been developed to investigate the photosynthetic performance in the field, with application to the diagnosis of biotic stress. Finally, prospects of Chl-F-based technologies applied to remote sensing and crop protection are discussed.
Viruses
The study of the timing and location of viral diseases in host plants was one of the first applications of Chl-FI. Hence, a number of studies have also used Chl-FI to evaluate the effect of viruses on primary metabolism, linking those findings to other alterations in plant physiology. Photoinhibitory damage of symptomatic tissues but also in asymptomatic areas of the infected plants during pathogenesis has been widely demonstrated. Moreover, Chl-FI can be used for diagnostic purposes before the appearance of visible symptoms. It was the case of Tobacco mosaic virus (TMV)–infected tobacco plants. Before symptoms appeared, affected areas of infected leaves showed low Chl-F values and little quenching capacity upon exposure to actinic light. These regions subsequently showed chlorotic–mosaic symptoms induced by TMV. Zucchini cotyledons inoculated with Cucumber mosaic virus (CMV) also showed different regions with different intensities of Chl-F emission before symptoms appearance. Authors demonstrated that regions with high ability of Chl-F quenching correlated with leaf areas where starch would accumulate 24 h later, thus concluding that those areas possessed high qP capacity. On the contrary, Abutilon striatum leaves infected with Abutilon mosaic virus showed impaired NPQ in infected tissues that accompanied symptom expansion rather than underlying alterations in plant carbohydrate status. On the other hand, tobacco plants resistant to TMV displayed a presymtompatic increment of Chl-F which evolved to a lower intensity patch surrounded by a high Chl-F intensity halo. This leaf area corresponded to the region where a visible hypersensitive response (HR) developed later on. Moreover, the damage caused by the reactive oxygen species (ROS) in soybean leaves infected with Soybean mosaic virus spatially correlated with decreases in ΦPSII, showing a negative trend of their respective relationship, as well. An spatial correlation between the Chl-FI (either increased NPQ or Chl-F at high excitation light) pattern and viral distribution was also found in asymptomatic Nicotiana benthamiana leaves infected with the Italian and the Spanish strains of the Pepper mild mottle virus (PMMoV). This effect took place progressively in each downstream leaf invaded by PMMoV. Therefore, Chl-FI proved to be an outstanding method for real-time tracking of viral movement in the host plant. In contrast, symptomatic leaves of pepper plants harboring the L3 resistant gene and inoculated with PMMoV showed decreased values of NPQ. The inoculation of the same pepper plants with the Obuda pepper virus led to an increase in FV/FM, ΦPSII, and NPQ in the areas adjacent to the infected ones. NPQ was also revealed as the most useful parameter to follow the infection caused by Potato virus Y in wild type and transgenic tobacco plants overproducing endogenous cytokinins; nevertheless, the viral-induced Chl-FI alterations were no presymptomatic in this pathosystem. Also coinciding with symptoms appearance, photosynthetic alterations in pea leaves infected by Pea enation mosaic virus consisted in a decrease of ΦPSII together with an increase of NPQ.
Chl-FI has also been used to assess the effect of mutations in the photosynthesis of virus-infected plants. Golden2-like (GLKs) transcription factors, with an unclear involvement in plant resistance to virus, play important roles in regulation of photosynthesis-associated nuclear genes in Arabidopsis, participating also in development of chloroplast. Double mutants of GLKs resulted more susceptible to CMV infection and showed decreased FV/FM and ΦPSII when compared either to the controls or to the single mutants. These results suggested that, in Arabidopsis, GLK1 and GLK2 might play redundant roles in virus resistance. Similarly, the uncoupling protein (UCP), member of the plant mitochondrial energy dissipation pathway (which coordinates cellular energy metabolism), might play a role in the resistance to Turnip crinkle virus (TCV) infection in Arabidopsis. In fact, the decline in ΦPSII values registered on TCV-infected wild-type plants were lower compared to the drop recorded when measuring the same parameter in ucp1- or ucp2-deficient TCV-infected plants.
The combination of Chl-FI with other biochemical techniques can provide more insights about plant metabolism under viral infections. For example, metabolomics studies were carried out in combination with Chl-FI to estimate the alterations in the primary metabolism of grapevine upon infection with Grapevine leafroll-associated virus 3. The FV/FM, ΦPSII, and NPQ parameters showed photoinhibition of PSII in infected plants ( Figure 1 ). Moreover, the increase in NPQ correlated with a decrease in the accumulation of some photorespiratory intermediates in infected plants. Several omics have also been used along with Chl-FI to evaluate the beneficial trade-offs from viral infections against drought.
Occasionally, standard Chl-F parameters do not always offer clear differences between healthy and infected tissues, or do so at late stages of the disease. In these cases, it is necessary to apply other mathematical tools to enhance such differences in the early stages of the infection. Combinatorial imaging analysis is an advance statistical approach rendering parameters with no physiological meaning, which in turn offers the highest contrast between treatments. As an example, combinatorial imaging revealed the infection caused by PMMoV in asymptomatic leaves of N. benthamiana plants earlier than standard Chl-FI parameters, even before than viral capsid can be detected by immunodetection in those leaves.
Bacteria
Although bacterial diseases cause important economic losses in agriculture worldwide, fewer works have applied Chl-FI to study the impact of bacterial infection, compared to other types of pathogens. A number of them are focused on the effect of virulent or avirulent pathovars of Pseudomonas syringae, causing systemic infection or HR, respectively. Soybean plants infected with an avirulent strain of P. syringae pv. glycinea showed lowered values of FV/FM and ΦPSII, as well as an increase in NPQ, prior to the development of symptoms. However, little changes were observed in plants infected with a virulent strain. On the other hand, Arabidopsis plants displayed lower values of FV/FM, ΦPSII, and NPQ when infected with either a virulent or an avirulent P. syringae pv. tomato (Pto) strain. The same pathosystem was analyzed by combinatorial imaging to obtain images of Chl-FI parameters with no physiological meaning, but with high-resolving power to identify infected leaf areas earlier than Chl-FI standard parameters. The symptoms visualized by combinatorial imaging were stronger in the plants infected with the avirulent strain than in those inoculated with the virulent one. Moreover, the applied algorithms were also able to identify Chl-FI signatures characterizing early and late phases of the infection. In bean plants, P. syringae pv. phaseolicola (Pph) causes a compatible infection, whereas Pto produces an HR. Using an inoculum concentration resembling those encountered in the field (104 colony forming units [cfu]·ml−1), Pto-infected plants presented little Chl-FI changes respecting to the controls. However, NPQ maximized the differences between control and Pph-infected plants at 5 days post-inoculation (dpi), before symptoms appearance, in both infiltrated and non-infiltrated areas of the bean leaf. Moreover, the decrease in NPQ values in the non-infiltrated leaf areas inversely correlated to the cfu isolated from those leaf areas. However, when infiltrating leaves with a higher inoculum dose (107 cfu·ml−1), alterations caused by Pto and Pph infections on bean photosynthesis could be detected at earlier time points: at 3 and 6 hours post-infection (hpi), respectively. Decreases in FV/FM and ΦPSII and increases in NPQ were measured at those time points. At later stages of the compatible infection, NPQ started to diminish in the inoculated areas, whereas the development of chlorosis in non-inoculated zones was preceded by increases in NPQ values. It was hypothesized that as the leaf tissue is progressively colonized by the pathogen, an increment of NPQ occurs, followed by a decline in the activity of the thylakoid as soon as the total viable count reaches a certain concentration.
The infection caused by the necrotrophic bacteria Dickeya dadantii has also been subject of study by Chl-FI. In the case of N. benthamiana plants, inoculations at high dose of inoculum seemed to overcome plant defense capacity, whereas plant inoculated at low dose did not show tissue maceration, and bacterial growth was inhibited. The extent and timing of changes in photosynthesis measured by Chl-FI parameters was dose-dependent, taking place earlier in the high-dose-infected leaves. Tissues surrounding inoculated areas of low-dose-infected leaves showed increased reversible NPQ as well as decreased values of FV/FM and ΦPSII. Since reversible NPQ is actively controlled by the plant, it was proposed that this protective mechanism against photoinhibition was positively enhanced by the plant as part of the defense response. In the case of D. dadantii-melon–infected plants, Chl-FI detected decreased values of FV/FM and NPQ in the whole leaf. The magnitude of these changes was more pronounced upon infection with high bacterial dose ( Figure 2 ). In combination with multicolor fluorescence imaging and thermography, data obtained by Chl-FI were used to feed classificatory algorithms able to distinguish between healthy and infected plants at high accuracy. Those mathematical models based on data from infiltrated areas were susceptible to apply to whole leaves, offering a high performance of classification. An image analysis procedure for quantifying the leaf area impacted by Xanthomonas fuscans subsp. fuscans has also been developed. FV/FM was the parameter used to presymptomatically diagnose the infection caused by this pathogen on bean leaves. The segmentation of FV/FM images aimed to quantify disease severity by a thresholding approach. On the other hand, Xanthomonas oryzae pv. oryzae infection (bacterial blight) in rice causes inhibition of photosynthesis and could be detected by a decrease in FV/FM, ΦPSII, and Ft.
PsbS, key for the NPQ mechanism, was one of the few photosynthetic proteins that rapidly decreased in abundance in cell cultures of Arabidopsis after treatment with a peptide derived from the bacterial motor protein flagellin (flg22). The registered decrease in NPQ values in samples treated with flg22 was dose-dependent. Thus, NPQ was proposed to be a positive regulator of pathogen-associated molecular pattern-triggered immunity. Plants overexpressing bacterial outer surface protein A in their chloroplast have also been subject of study by Chl-FI. Transplastomic lines were unable to grow autotrophically and required the supply of exogenous sugars. Therefore, they suffered from photosynthesis impairment that could be measured as decreases in both FV/FM and ΦPSII when transferred from sugar-supplemented culture medium into soil.
Fungi and Oomycetes
Among the different biotic stresses, infections caused by fungi and oomycetes are the diseases most widely studied by Chl-FI. The photosynthetic performance of both oomycetes- and fungi-infected plants usually presents complex spatial and temporal patterns. It is so because infected leaves usually consist of regions of cells directly colonized by the pathogen surrounded by apparently healthy areas and remote regions. The way fungi and oomycetes interacts with their host plant depends on the lifestyle of the pathogen: biotrophic, necrotrophic, and hemibiotrophic.
Biotrophic Fungi and Oomycetes
Typically, biotrophic organisms lower the rate of leaf photosynthesis of their compatible hosts. Oat leaves infected with the fungus Puccinia coronata displayed lower ΦPSII values than the controls, whereas non-qP, measured as qN, increased from 8 dpi. The oomycetes Albugo candida progressively decreased ΦPSII while NPQ increased, and FV/FM showed no changes in Arabidopsis leaves. The oomycete Bremia lactucae also caused a considerable patchy decrease of FV/FM in infected lettuce leaf discs, as well as an increase in NPQ and a reduction in both ΦPSII and FV/FM, associated to a decrease in Chl content. On the other hand, changes in Chl-FI parameters caused by the fungus Podosphaera xanthii in melon plants cannot be attributed to alterations in Chl content of leaves ( Figure 3 ). These changes involved a decline in ΦPSII, while NPQ increased and FV/FM did not display any changes in P. xanthii–infected melon leaves. This is in accordance with previous results obtained for cucumber leaves infected with P. xanthii, which displayed a decrease in ΦPSII several days before a reduction in Chl content could be detected. The fungus Erysiphe cichoracearum also caused low ΦPSII and high NPQ values in oak-infected leaves relative to the controls.
FV/FM was also used to diagnose several diseases, such as that caused by the fungus Hemileia vastatrix on coffee plants, since this parameter significantly correlated with visual severity of the infection, and that caused by the endophytic fungus Pestalotiopsis spp. in cedar needles. Invasion of bean leaves by the rust fungus Uromyces appendiculatus was detected presymptomatically during the fluorescence induction kinetics as discreet areas of high Chl-F emission (coinciding with centers of subsequent lesion development) encircled by a halo of diminished emission relative to that of uninfected tissues. At the early stages of the Plasmopara viticola (oomycete)–grapevine interaction, FV/FM and ΦPSII were identified as the most sensitive presymptomatic reporters of the infection, as their heterogeneous distribution on inoculated leaves was associated with the presence of developing mycelium.
The interaction of another biotrophic fungus, Blumeria graminis, and cereals has also been studied. In the case of wheat, this fungal infection can be presymptomatically detected by Chl-FI as a reduction in FV/FM. On the other hand, this fungus reduced ΦPSII and increased NPQ, whereas FV/FM only diminished in the latter stage of barley leaf infection. It has been suggested that development of B. graminis haustoria and hyphae damages chloroplast structure in barley leaves, causing inhibition of photosynthesis (measured as ΦPSII) both in cells directly below fungal colonies and in adjacent cells when compared with non-inoculated leaves.
Necrotrophic Fungi and Oomycetes
Regarding necrotrophic fungi, the effects of Rhizoctonia solani in the photosynthetic performance of rice only could be detected once the symptoms appeared. Both necrotic zone and adjoining lesion areas significantly reduced the NPQ values, whereas FV/FM values only decayed in the lesions compared to the control tissues. Cashew seedlings inoculated with two different isolates of Lasiodiplodia theobromae displayed significantly lower FV/FM values respecting to the controls, as well as decays in ΦPSII and increases in NPQ values before any visual symptoms appeared. The photosynthetic perturbations were clearly noticeable in FV/FM images along the borders of leaves, spreading gradually into inner regions. In the Bipolaris sorokiniana–infected leaves of susceptible wheat plants, there was a progressive decrease of photosynthesis (measured as FV/FM and ΦPSII) correlated to the expansion of lesions, as well as to a progressive loss of Chl. The impact of Ascochyta rabiei fungus in chickpea leaves was assessed by the impairment of ΦPSII on infected leaves, since this fungus altered source/sink relationships. FV/FM and ΦPSII showed an inhibition of photosynthesis in the direct vicinity of the Botrytis cinerea infection sites of tomato leaves. At the same time, the primary metabolism is activated in circular areas surrounding the infection sites together with decreased values of NPQ in such areas. However, no alterations in the primary metabolism could be detected in the rest of the leaf tissue, farther away from the infection site. In contrast, B. cinerea caused a different Chl-FI spatial pattern on ice plants: while FV/FM diminished only in the infected areas, NPQ increased in the non-infected regions of the leaves. Chl-FI was applied to evaluate the extent of the impact caused by different strains of Pythium irregulare Buisman in ginseng plants. Values of FV/FM significantly diminished relative to the controls only for leaves inoculated with the highest pathogenic strain assayed of this oomycete. Other less common Chl-FI parameters could be good indicators of disease. That was the case of FM/F0, F’V/F’M, and F’V/F’0 for the detection at early stages of the infection of avocado trees by the soil-borne fungus Rosellinia necatrix. However, FV/FM decreased dramatically only when the first symptoms appeared.
Hemibiotrophic Fungi
The interaction of several species of the hemibiotrophic fungal genus Colletotrichum with their host plants has also been studied by means of Chl-FI. The infection caused by Colletotrichum orbiculare in N. benthamiana plants can be visualized as presymptomatic decreases in the parameter FV/FM but late in the biotrophic phase. Based on the measured reductions in FV/FM and NPQ, and increases in the efficiency of PSII (measured as ΦPSII and qP), the impact of the infection by Colletotrichum truncatum on the photosynthetic performance of the soybean leaflets was noticeable exclusively on the necrotic vein tissue, the only tissue colonized by the pathogen. Bean leaves infected with Colletotrichum lindemuthianum registered a decreased photosynthetic activity in terms of ΦPSII in green areas only during the necrotrophic stage of the infection; such inhibition of photosynthesis was more pronounced in the dark brown necrotic lesions. For the system sugar beet–Cercospora beticola, spots of high intensity fluorescence emission developed presymptomatically in the areas where necrotic lesions would later develop. Distribution and progression of head blight disease (caused by fungi Fusarium spp.) in winter wheat ears can be determined using FV/FM, since values of this parameter clearly diminished in the single grains gradually colonized within the spikelets.
Other Studies on Fungal Infections
Chl-FI has been used to distinguish between compatible and incompatible fungus/oomycete-plant interactions, or to visualize the infection effects on plants with different degrees of susceptibility to the pathogen. A pixel-wise analysis of the parameter FV/FM could distinguish resistant and susceptible lettuce lines against the biotrophic oomycete B. lactucae. Photosynthesis was reduced during an incompatible barley–B. graminis interaction, accompanied by an increase in NPQ. This effect was more evident in cells straight related with attempted penetration of the biotrophic fungus but also in neighboring cells. The distribution pattern of both ΦPSII and NPQ over the entire leaf of wild-type oak infected with E. cichoracearum is heterogeneous when compared to those displayed by a Chl-deficient mutant of oak with high resistance to this fungus. These patterns coincided with fungal distribution in the infected leaves. The photosynthetic performance of the B. sorokiniana–infected leaves measured in terms of FV/FM and ΦPSII was dramatically impaired on the most susceptible wheat cultivar compared to a less susceptible cultivar.
The effects of fungal phytotoxins directly applied on leaves or fruits of susceptible plants could also be assessed by Chl-FI. Based on Kautsky kinetic measurements, an experimental algorithm was proposed to identify affected and unaffected leaves of both Brassica napus and Sinapis alba plants treated with destruxins produced by the fungus Alternaria brassicae. The same method was used to detect apple areas treated with roseotoxins (phytotoxin produced by Trichothecium roseum) from non-treated regions.
Some substances can confer certain protection against fungal infection, and Chl-FI has been proved to be useful to evaluate the photosynthetic performance of treated-infected plants. The protective effect of magnesium and silicon against Monographella albescens infection in rice plants was reported as a lower decrease of both qP and ΦPSII in those infected plants treated with either Mg or Si relative to non-treated-infected plants. 2R,3R-butanediol (BD) is a volatile organic compound able to elicit induced systemic resistance (ISR), and thus, to delay 24 h the necrosis development caused by in C. orbiculare infection in N. benthamiana plants. Chl-FI was used to determine the levels of damage in BD-treated plants relative to those where ISR was not elicited. FV/FM showed that BD treatment significantly increased the amount of healthy tissue and diminished the extent of necrotic tissue. FV/FM also reported that the treatment with the fungicides epoxiconazole and pyraclostrobin decreased the symptoms produced by H. vastatrix on coffee leaves, since this parameter was shown to positively correlate to symptoms severity.
Pests
Pests also cause severe economic losses in crop yield around the world. It includes insects and also weeds and parasitic plants, such as the Orobanche genus or the Santalaceae family. The effect of herbivory, and parasites to a lesser extent, on host photosynthesis has been analyzed by Chl-F.
Herbivore insects devour vast amounts of plant biomass each year. However, simply considering the quantity of tissue removed may undervalue their real impact on yield production, because often insect damages affect photosynthesis in remaining leaf tissues. This “indirect” effect on primary metabolism may be considerably greater than the direct removal of leaf area. The mechanisms governing the spatial patterns of photosynthesis following herbivory have been explored by Chl-FI, among other imaging techniques. In the case of Arabidopsis leaves affected by the first and fourth instars of the lepidopteran Trichoplusia ni, the measured decrease in ΦPSII inversely correlated with the percentage of area removed; however, the correlation was considerably greater for the first instar. This difference in correlation slope is probably related to the different way of instars to cause photoinhibitory damage in the remaining tissues. Lower values of ΦPSII and FV/FM, as well as increases in NPQ registered in leaves eaten by fourth instars, were circumscribed to a thin band immediately adjacent to the hole, whereas those values for leaves damaged by first instars were altered also in the areas between some of the holes. A deeper analysis of the effect of the first instar on Arabidopsis leaves revealed that photosynthetic damage (measured as lower levels of ΦPSII and FV/FM and increased NPQ) was most severe at the edge of holes but decreased inversely with the distance from them. Moreover, in portions of the leaf where the photosynthesis was depressed, the defense-related cinnamate-4-hydroxylase gene expression was upregulated, suggesting a trade-off between primary and secondary metabolisms. Moreover, the results obtained by Chl-FI highlighted the potential differences between the herbivory damages caused colony-reared and wild-caught larvae of the tobacco hornworm Manduca sexta in the ornamental plant Datura wrightii. Whereas herbivory by colony-reared larvae produces no significant changes in photosynthesis, wild larvae induced a fast and spreading decrease of ΦPSII within minutes, in both eaten and uneaten leaves. NPQ was increased near the damage and increased progressively in distant areas of the leaf away from the wound. Both ΦPSII and FV/FM values also resulted diminished in the case M. sexta–damaged Nicotiana attenuata leaves, but not in those leaves attacked by the Tupiocoris notatus mirid bugs, which displayed no alterations in the photosynthetic activity. T. notatus is known to render the plant more resistance to other, more damaging, herbivores. The combination of Chl-FI with other techniques also demonstrated that the inhibition of photosynthesis in M. sexta–damaged N. attenuata leaves is mediated by the jasmonic acid defense signaling pathway.
Plant parasites take nutrients, including photosynthate, from their host plants. In particular, parasitic plants can be holoparasites (non-photosynthetic), such as broomrapes (Orobanche sp.) and witchweeds (Striga sp.), or hemiparasitic plants like rattle (Rhinanthus sp.). Parasites can affect photosynthesis in different ways, depending on the interaction established between the parasite and the host plant. Few works have analyzed such effect by single point Chl-F measurements, and even less by Chl-FI. reported the detection of the broomrape Orobanche ramose–infested Arabidopsis plants by a decline in qP and NPQ. There is also a lack of Chl-FI works studying the effect of parasitic nematodes. It was the case of sugar beet showing photoinhibition (detected as a decrease in FV/FM) when infested by Heterodera schachtii.
Biotic Stress Detection in High-Throughput Platforms and at Field Scale
Crop improvement based on plant breeding needs of accurate phenotyping. Thus, there is an increasing interest from research institutions to develop systems for high-throughput plant phenotyping both at greenhouse and at field scale (, and references therein). Although Chl-FI provides valuable information on photosynthetic activity and general fitness of plants, this type of system is not usually used on plant phenotyping. This is partly due to some technical limitations affecting the robustness and reproducibility, as reviewed by. The Chl-F at the scale of high-throughput platforms and field can be analyzed or derived by measurements with a variety of devices that can be classified by the type of light source used—artificial or solar—and by the environment-controlled vs. natural conditions ( Figure 4 ), as described below.
Robotized Platforms for Plant Phenotyping Under Controlled Environmental Conditions
Automatized phenotyping platforms are developing quickly in recent years. In Europe, the European Infrastructure for Multi-Scale Plant Phenomics and Simulation (EMPHASIS), under the European Plant Phenotyping Network 2020 (ERRN2020), offers 145 facilities for phenotyping of plants under controlled conditions plus lean fields and intensive fields (https://emphasis.plant-phenotyping.eu/database). The North American High-Throughput Phenotyping (NAPPN) counts with 20 phenotyping platforms in Canada, USA, and Mexico. In the rest of the world, the main facilities are offered by the Australian Plant Phenomics Facility and the China Plant Phenotyping Network. For more complete information about worldwide available high-throughput plant phenotyping facilities/platforms and their services, please see and. There is also an increasing interest on low-cost (and “do it yourself”) sensor solutions. reported a monitoring system under controlled environmental conditions able to perform large-area Chl-FI and multispectral reflectance imaging that allows not only a continuous monitoring of crop physiology but also the possibility of implementing automatic diagnosis of drought, nutrition deficiency, and infection with B. cinerea. In spite of the interest in phenotyping plants by Chl-FI in automatized platforms under controlled environmental conditions, there is a lack of studies addressing the effects of biotic stress on host-plant photosynthesis by such approach.
Remote and Proximal Sensing for Plant Stress Detection Under Natural Environments
Active Chl-F measurements have conventionally been measured upon excitation with artificial lighting systems, generally by lamps or LEDs. However, technical limitations make very difficult the measurement of Chl-F remotely, mainly for the analysis of quenching kinetics. This problem has been partially solved by the application of systems such as: laser-imaging detection and ranging systems (LiDAR), laser-induced fluorescence transients (LIFTs), and laser-induced fluorescence spectroscopy (LIFS). Alternatively, passive methodologies based on sun-induced fluorescence (SiF) have been developed to analyze photosynthetic activity at leaf and canopy level. Finally, the analysis of hyperspectral reflectance indices correlating with Chl-F parameters seems a promising tool. These sensors can be implemented on a wide range of remote sensing systems: (i) stationary, with sensors mounted on cranes, towers, or cables; (ii) vehicle-based sensors; (iii) robotic devices; (iv) drones (unmanned aerial vehicles, i.e., UAVs) or airplanes; and (v) moreover, satellite imagery could also be used to cover very large areas. However, the use of satellite sensors has been limited to regional scales due to their low spatial resolution, making this approach not feasible for most crops.
Imaging of Chlorophyll Fluorescence Excited by Artificial Light Systems
Several studies have analyzed the photochemical activity under biotic stress in experimental plots by imaging PAM fluorometers. The infection with Phyllosticta fungus on Quercus velutina and Cercis canadensis trees inhibited ΦPSII on areas surrounding infection points without evidence of compensation for this decrease in the remaining tissue. On the contrary, the inhibition of PSII in areas of redbud and sweetgum trees affected by Cercospora was counteracted by an increase in the photosynthetic efficiency in the undamaged leaf tissue and in a halo surrounding lesions. The effect of herbivory on photosynthesis has been analyzed in several studies. investigated the indirect effect of herbivory on Chl-F by performing feeding trials with the Polyphemus caterpillar Antheraea polyphemus Cramer. This work concluded that, of all classes of damage studied, galls had the largest halos of depressed PSII activity when normalized to the size of visible injury. compared the indirect effect of different types of herbivory on photosynthesis of aspen and birch trees. This work showed that the PSII activity was inhibited in the undamaged tissue and concluded that elevated ambient CO2 was related to a decrease in the transpiration rate of leaves and could indirectly reduce the effects of herbivory on photosynthesis. On the other hand, P. viticola caused a decrease in FV/FM in infected spots of susceptible grapevine leaves. Symptomatic and asymptomatic regions over a leaf could be discriminated by the spatial distribution of FV/FM. Furthermore, the most destructive fungus for rice crops worldwide, Magnaporthe oryzae, could be detected as a decrease in ΦPSII and Ft. Other Chl-FI devices adapted for remote sensing can be found in the literature. Such is the case of the CropReporter, a CCD camera (coupled with LEDs to induce Chl-F transients) onboard the platform Field Scanalyzer. This sensor allows monitoring plant growth, morphology, physiology, and plant fitness under natural conditions.
Alternatively to lamps and LEDs, other systems excite Chl-F by laser. reported a method for imaging Chl content on trees based on fluorescence measured by a LiDAR system. This approach can be used to analyze spatial distribution of green tissues providing a detailed 3-D model of the canopy. Furthermore, the photosynthetic activity can be measured at the whole plant and canopy level by scanning methods that use LIFTs, as previously reviewed by and. A terrestrial-adapted LIFT (mounted on a telescope or on a tower above the canopies) has demonstrated its potential in remote measurements of photosynthetic traits in cottonwood and oak trees; avocado trees; limes, oaks, and pines; as well as in barley and sugar beet. The results were comparable to those obtained at leaf scale by the PAM system. Moreover, developed a prototype of LIFT that induces a Chl-F transient by a series of short flashes in a saturation sequence and operates from up to 2-m distance under ambient light, allowing the analysis of photosynthetic regulation at canopy scale during sun flecks in natural environments. More recently, a methodology using a portable LIFS system in combination with classifying algorithms allowed the presymptomatic detection of citrus trees affected by citrus greening, also called huanglongbing. Although the use of laser-based measurements is well-established on remote sensing, the automated data processing and analysis need further development—for example, taking in account the effects of complex heterogeneous canopy structures on Chl-F parameters.
Sun-Induced Fluorescence
A different approach for remote assessment of photosynthesis activity is based on remote measurements of steady-state Chl-F (noted either as Ft or Fs) induced by the sun, since it yields strong correlations with stomatal conductance and net CO2 assimilation rate. The SiF is retrieved from narrow spectral bands, whereas conventional PAM fluorescence is measured over broad spectral bands. Moreover, unlike PAM fluorescence, SiF is affected by environmental light but can be applied at leaf, canopy, and regional scale. The setups and methodologies for measuring SiF have been intensively reviewed by. The development of methods to measure steady-state SiF has been mainly focused on improving the retrieval of valid fluorescence values under natural illumination that correlate firstly with data obtained by conventional fluorometers and secondly with parameters related to the CO2 fixation rate.
SiF, emitted by Chl a in the broad-band-red and far-red regions of the spectrum near 683 and 736 nm, respectively, can be analyzed by hyperspectral cameras. developed an UAV system equipped with small hyperspectral cameras to measure the visible and near-infrared (VNIR) surface reflectance and SiF. This setup retrieved fluorescence in absolute units with a good spatial resolution. However, most works apply methods that can retrieve Chl-F at leaf to canopy level from data collected by high-resolution spectrometers. The Fraunhofer line depth (FLD) method, described by, has been used successfully to estimate SiF, demonstrating its correlation with Chl content or ΦPSII. Moreover, at seasonal time scales, SiF correlated with the electron transport rates (ETR) and constitutive heat dissipation (YNO) in avocado and orange jasmine orchards. Several modifications to the method have been developed by other authors along the years. Thus, and published a modification of FLD based on three spectral bands named FLD3. and presented a new methodology based on FLD3 to estimate ΦPSII, which was verified against the standard PAM method. SiF quantified by FLD3 was significantly associated with gross primary production (GPP) at ecosystem scale and with leaf-level measurements of CO2 assimilation. Indeed, concluded that SiF data could contribute to improve global models for more accurate projections of agricultural productivity and also to estimate climate impact on crop yields.
A step forward in the use of SiF for the estimation of GPP could be taken based on, who reported that SiF in the far red (FRSiF) yields a stronger correlation than the traditionally used SiF in the red region (RSiF) of the spectrum. Moreover, FRSiF provided a better estimation of GPP than greenness-based indices. These findings were corroborated by other authors. Similarly, used a singular vector decomposition method for the spectral range of 745 to 780 nm as a proxy for absorbed PAR (APAR) in rice paddies at diurnal and seasonal time scales. Also, found a strong and positive correlation between SiF and APAR for soybean. Nonetheless, it was suggested that only SiF correlates with ETR and the photosynthetic yield at large spatial scales. The estimation of GPP based on SiF would need to take into account relevant environmental information to model the light use efficiency of photosynthesis, canopy structure, and competing energy pathways.
These SiF retrieval methods have been applied not only to UAV data but also to satellite data, including GOSAT, GOME-2, OCO-2, SCIAMACHY, and TanSat, as reviewed recently by. Furthermore, the fluorescence explorer project (FLEX), currently held by the European Space Agency, is aiming to map vegetation fluorescence at high spatial resolution, leading to better insight into plant health and stress.
A different approach for stress detection could take advantage of the combination of SiF with different techniques. reported a FLD and laser-induced saturation pulse (FLD-LISP) method as a robust and accurate technique for the estimation of Chl-F parameters such as ΦPSII, NPQ, and ETR, for several plant species. In parallel, a model based on measurements of two satellite detectors (SiF from Orbiting Carbon Observatory-2 and surface reflectance from the moderate resolution imaging spectroradiometer [MODIS]), provided a very sensitive indicator of drought.
Until now, few studies have addressed the study of infections in the field by SiF. proposed a 3-D modelling approach that improved the correlation between the FS at leaf level from ground data measurements and the image-based fluorescence inferred by FLD3. This work studied an oak forest (Quercus ilex) affected by water stress and Phytophthora infection. Their results lead to the conclusion that their model could make possible to map SiF for single-tree assessment of forest physiological condition offering the possibility of early disease detection. analyzed the infection of cassava plants by the Cassava mosaic virus by the FLD method, finding that the fluorescence ratio F687/F760 showed a good correlation with net photosynthesis rate, the Chl content, and the laser-induced Chl-F (LICF) ratio F685/F735 and that this parameter could be a good marker of early stress detection in crops and vegetation.
Reflectance Spectra for the Estimation of Chlorophyll Fluorescence Parameters
Measurements of Chl-F under natural environments are technically challenging, mainly by the difficulty of splitting fluorescence from reflectance. Strong efforts have been made to develop an alternative to Chl-F detection valid for remote sensing, based on the analysis of hyperspectral leaf reflectance spectra and derived vegetation indices (VIs). Hyperspectral reflectance is an imaging technique that allows the detection of plant stress in a non-invasive and objective way.
Several VIs have been found to provide a good estimate for the efficiency of PSII on a wide range of plant species. The single ratio (SR) and the curvature index (CUR) were highly correlated with FV/FM. concluded that normalized difference vegetation index (NDVI) correlated with FV/FM only in non-stressed plants. In contrast, other authors reported no significant correlation between NDVI and Chl-F parameters. More promising is the estimation of ΦPSII by VIs. PRI correlates positively with this Chl-F parameter at canopy level and at the leaf level for different plant species. The ETR could be also estimated by PRI at leaf scale; however, a PRI calibrated for the pigments content provided an even better estimation. Other VIs, such as the normalized multi-band drought index (NMDI) or the water band index (WBI), have also been found to correlate with FV/FM and ΦPSII for a range of alpine sward species. Furthermore, the maximum daily photosynthetic rate correlated with NDVI and SR.
The capacity for energy dissipation at the PSII could also be estimated by several VIs across plant species. NPQ and the de-epoxidation state of the xanthophyll cycle (which controls NPQ) correlate negatively with PRI at canopy and leaf scale. More recently, the indices ΔPRI (which accounts for pigment composition in PRI) and the normalized difference spectral index (NDSI) were reported to estimate NPQ more accurately than PRI.
Particularly in recent years, several research groups have established correlations between new VIs and Chl-F parameters. The so-called fluorescence ratio indices R690/R600 and R740/R800 (being Rx the leaf reflectance at the wavelength x) were able to qualitatively track the leaf FS in a grapevine canopy. could retrieve the Chl-F signal from reflectance airborne measurements on olive, peach, and orange orchards, demonstrating the correlation between the retrieved Chl-F and in-field FS measurements, the derivative index D702/D680 (being the Dx the derivative of the reflectance at the wavelength x), and the reflectance indices R690/R630, R761 – R757, and R761/R757. Similarly for rice plots, the parameters F0, FM, and FV/FM could be monitored by the indices (R680−R935)/(R680 + R935) and R680/R935, while ΦPSII and NPQ could be estimated by the ratios (R800 − R445)/(R800 − R680) and (R780 − R710)/(R780 − R680), respectively. In Suaeda salsa experimental plots, indices (R680 − R935)/(R680 + R935) and R680/R935 correlated with FV/FM, ΦPSII, and qP, whereas (R780 − R710)/(R780 − R680) correlated with NPQ. Moreover, the first derivative of some spectral indices such as D705/D722 and D730/D706 strongly correlated with FV/FM. Also, indices using long-wave red edge and near-infrared reflectance (NDRE740 and CI740) probed to be adequate for the estimation of FV/FM.
The correlation between the VIs and the Chl-F parameters is however influenced by different factors (canopy structure, environmental conditions such as light, wind, etc.), limiting the scaling up from leaf to canopy level. The resolution of the cameras and, in particular, the methodology for the analysis of data need to be improved in order to obtain more robust and accurate estimations of photosynthetic activity, GPP, and detection of plant stress for precision agriculture.
Conclusions and Future Outlook
Precision agriculture and plant breeding need of high-throughput imaging techniques to reach the main goal of a sustainable low-input management of crops. On this matter, Chl-FI is a very relevant technique, as a sensitive tool for monitoring crop performance and detection of plant stress. This approach has been applied extensively at lab scale on its own and also complemented with other imaging techniques and omics approaches. The implementation of Chl-FI to high-throughput scale, and particularly under natural light conditions, presented technical challenges partially solved by adapted imaging systems based on lamps, LEDs, or lasers. For high-throughput phenotyping, alternative techniques based on solar light might be advantageous over fluorescence imagers, obtaining high temporal and spatial resolution data. It includes the development of methodologies to retrieve SiF or to estimate photosynthetic parameters by hyperspectral reflectance as a more feasible alternative to Chl-FI in high-throughput platforms and crop fields for plant biotic stress detection and monitoring. However, up to date, there is still a lack of standardized methods to obtain Chl-F data showing high correlation with photosynthetic and crop yield traits under natural conditions. Ongoing research into this area will contribute to set up widely adopted standards that could be applied across crop species and agrosystems.
Nevertheless, the application of SiF and hyperspectral reflectance on plant phenotyping need of further research on the effects of environmental factors (i.e., incoming PAR, viewing solar geometry, direct-to-diffuse light ratios, air temperature, and wind), canopy heterogeneity, and architecture on the remote measurements. In this sense, advances have been made in the last year, developing 3D models of canopies at different spatial resolutions by a range of methodologies. Particularly in the case of hyperspectral reflectance, the applicability of spectral indices for predicting photosynthetic activity and GPP should be explored across different canopy types and temporal and spatial scales.
In the future, the routine programs to monitor crop fields should include Chl-F sensors but, most importantly, should make use of SiF and hyperspectral imagery, along with the widely used thermography to reach the final goal of a low-input highly efficient agriculture with minimal impact in the environment. Furthermore, high-throughput plant phenotyping platforms need of further development to overcome the economic constraints in their use, and to make of them easy-to-use reliable tools. Thus, low-cost and do-it-yourself platforms could be the best solution to achieve a real impact on agricultural yields and natural environment protection across the world.
Author Contributions
MP-B, MP and MB contributed to the writing up.
Funding
This work was supported by grants from CICE-Junta de Andalucía (P12-AGR-0370) and Ministerio de Ciencia, Innovación y Universidades (RTI2018-094652-B-I00).
Conflict of Interest Statement
The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.
Abbreviations
APAR, absorbed photosynthetically active radiance; BD, 2R,3R-butanediol; cfu, colony forming units; Chl, chlorophyll; Chl-F, chlorophyll fluorescence; Chl-FI, chlorophyll fluorescence imaging; CMV, Cucumber mosaic virus; dpi, days post-inoculation; ETR, electron transport rate; ΦPSII, effective quantum yield of photosystem II; FLD, Fraunhofer line depth; FLD3, Fraunhofer line depth based on three spectral bands; F0, minimum fluorescence in the dark-adapted state; F’0, minimum fluorescence in the light-adapted state; FM, maximum fluorescence in the dark-adapted state; F’M, maximum fluorescence in the light-adapted state; FRSiF, far-red solar-induced fluorescence; FS, chlorophyll fluorescence at the light-adapted steady state; Ft, current fluorescence in the light-adapted state; FV/FM, maximum quantum yield of photosystem; GPP, gross primary production; hpi, hours post-inoculation; HR, hypersensitive response; ISR, induced systemic response; LICF, laser-induced chlorophyll fluorescence; LiDAR, Laser imaging detection and ranging; LIF, laser-induced fluorescence; LIFS; laser-induced fluorescence spectroscopy; LIFT, laser-induced fluorescence transients; NDVI, normalized difference vegetation index; NPQ, non-photochemical quenching; PAM, pulse-amplitude modulation; PAR, photosynthetically active radiance; PRI, physiological reflectance index; PSII, photosystem II; qN, non-photochemical quenching; qP, photochemical quenching; ROS, reactive oxygen species; RSiF, red solar-induced fluorescence; SiF, solar-induced fluorescence; SR, single ratio; TCV, Turnip crinkle virus; TMV, Tobacco mosaic virus; UAV, unmanned aerial vehicle; UCP, uncoupling protein; VI, vegetation index.
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