An optical method is shown to accurately measure the vulnerability of stem xylem to cavitation during water stress.
Abstract
The vulnerability of plant water transport tissues to a loss of function by cavitation during water stress is a key indicator of the survival capabilities of plant species during drought. Quantifying this important metric has been greatly advanced by noninvasive techniques that allow embolisms to be viewed directly in the vascular system. Here, we present a new method for evaluating the spatial and temporal propagation of embolizing bubbles in the stem xylem during imposed water stress. We demonstrate how the optical method, used previously in leaves, can be adapted to measure the xylem vulnerability of stems. Validation of the technique is carried out by measuring the xylem vulnerability of 13 conifers and two short-vesseled angiosperms and comparing the results with measurements made using the cavitron centrifuge method. Very close agreement between the two methods confirms the reliability of the new optical technique and opens the way to simple, efficient, and reliable assessment of stem vulnerability using standard flatbed scanners, cameras, or microscopes.
In modern tracheophytes, xylem cavitation constitutes a fundamental limitation to the functionality of water transport systems. As a consequence, the ability of species to resist or avoid cavitation forms a primary axis of adaptation and ecological variation among land plants (Xu et al., 2016). However, despite the tremendous ecological and physiological insights that await a detailed understanding of the limits and spread of xylem cavitation in plant species, rapid progress has been limited by technical difficulties. These difficulties are largely associated with replicating, under experimental conditions, the metastable hydraulic environment that characterizes water flowing in the xylem when exposed to the large tensions that exist during rapid transpiration or soil water deficit (Cochard et al., 2013).
Most traditional methods of quantifying the degree of xylem embolism require the excision of plant parts (stems, roots, or leaves), causing air or exogenous water to be sucked rapidly into the vasculature, thereby substantially perturbing the vascular system prior to measurement (Ennajeh et al., 2011; Rockwell et al., 2014). A substantial advance in recent years has been the use of imaging technology that allows water to be viewed inside intact plants, revealing the location and formation of embolisms inside stems (Brodersen et al., 2013), roots (Cuneo et al., 2016), leaves (Bouche et al., 2016; Brodribb et al., 2016a; Scoffoni et al., 2017), and flowers (Zhang and Brodribb, 2017). These studies have substantially changed our view of xylem cavitation and repair, indicating that cavitation can propagate quickly between plant organs (Skelton et al., 2017) and that air blockages (embolisms) are not repaired rapidly in trees after rewatering (Charrier et al., 2016; Choat et al., 2016). Cavitation is now widely viewed as long-term damage to the water transport system of trees that occurs under significant water stress and that is repaired by the regrowth of new xylem tissue (Brodribb et al., 2010; Cochard and Delzon, 2013).
Imaging with x-ray provides unrivaled spatial information about where cavitation occurs in stems and can be used to determine the vulnerability of xylem to cavitation in plant species (Choat et al., 2016; Nolf et al., 2017). However, the damaging nature of the x-ray beam means that high-frequency imaging during the hours and days required to dehydrate plants to water stresses sufficient to cause cavitation is not possible. MRI, on the other hand, can provide spatial and temporal information about cavitation, but low image resolution (pixel sizes larger than the vessels of most species) means that MRI can only be used to resolve embolisms in species with very large vessels. Both techniques require large and expensive hardware and are not currently usable in the field, thus having limited application for measuring large sample sizes. An alternative to these hardware-intensive methods was developed recently using an optical technique that measures changes in visual light transmission caused by cavitation in leaf veins (Brodribb et al., 2016a, 2016b). This technique was developed following observations of cavitation bubbles in excised conifer tracheids (Ponomarenko et al., 2014) and provides detailed information about the spatial and temporal evolution of cavitation in the venation network of leaves exposed to water stress. The calculated vulnerability of leaf xylem to cavitation (expressed as P50, or water potential required to deactivate 50% of xylem function) using this optical vulnerability (OV) method agrees closely with hydraulically measured P50 in leaves (Brodribb et al., 2016b), indicating the utility of the method for quantifying hydraulic failure. Importantly, the OV method requires only a flatbed scanner or camera to collect vulnerability information, thus providing a cost-effective and portable means of assessing leaf xylem vulnerability.
Although the OV method has a demonstrated capacity to reveal leaf vulnerability to water stress, one of the primary applications of xylem cavitation physiology is in the prediction of tree mortality (Anderegg et al., 2015) and species distribution (Larter et al., 2017), and in these applications, stem vulnerability may provide a more definitive mortality threshold than leaves. Studies of potted plants have shown that failure of the stem xylem corresponds closely to the point of tree mortality during acute drought stress (Brodribb and Cochard, 2009; Urli et al., 2013), as might be expected considering the fact that embolism of the stem effectively isolates the leaves from soil water. A vulnerability gradient from stems to leaves is evident in some species (Tyree et al., 1993), but probably not in herbs (Skelton et al., 2017), and it is hypothesized to be a way that woody plants protect their more energy-expensive stem investment by sacrificing leaves during extreme drought (Zimmermann, 1983; Hochberg et al., 2017). Given the importance of understanding stem vulnerability in woody plants, we sought here to extend the highly efficient OV method in leaves to stems. We postulated that the same principle used to identify cavitation in leaves, recording changes in light transmission caused by a transition from liquid- to air-filled xylem conduits during cavitation, could be used in stems. Indeed, it has been known for a long time that air bubbles can be visualized in stems by light microscopy (Vesque, 1883), and this principle was used 80 years ago as a way of identifying the presence of water or air in branches by the evolution of light-colored streaks in the wood after it had been pricked with a sharp scalpel (Haines, 1935). Here, we utilize the principal that a transition from a water-containing to an air-filled conduit during cavitation will cause a distinct color change in visible conduits, from translucent (typically dark) to reflective (white) tissue. Thus, we quantify spatially discrete changes in the refractive index of the stem. Continuous observation of drying stems should thus allow the timing and pattern of cavitation to be recorded and quantified in relation to concurrent measurements of stem water potential.
In order to cross validate the new stem optical method, we use a traditional hydraulic centrifuge method as a standard reference for comparison. The centrifuge method has long been considered an accurate method for assessing xylem vulnerability, except in cases where maximum vessel lengths are similar to the diameter of the centrifuge rotor (Cochard et al., 2013). For this reason, we focused on a diverse group of conifers that lack long xylem conduits, while two short-vessel angiosperms were included to maximize the breadth of the species sample.
RESULTS
Cavitation was easily resolved visually and could be readily quantified by applying image difference to distinguish fast changes in light reflection due to xylem cavitation from slow movements associated with branch deformation during drying. The onset of cavitation was recorded on average 1,308 min after branch excision but ranged from 420 to 2,230 min. In all species, the cumulative total of cavitations recorded followed an approximately sigmoidal function, although this was never a completely smooth function, typically being punctuated by blocks of major cavitation (Figs. 1 and 2). These blocks of cavitation, often involving hundreds of tracheids in the conifers, typically became larger as water potential approached P50, before diminishing in size toward the end of the drying process. Typically, many cavitation events were recorded in the same part of the stem due to the multiple layers of overlaying xylem that were represented in the 2D image differences. The total cavitated area was typically 150% to 200% of the 2D area of the exposed stem (due to multiple layers of conduits).
Cavitation in the two species of angiosperms also appeared to involve groups of conduits, particularly during the period of maximum intensity of cavitation around P50 (Fig. 2). But smaller events, presumably representing individual conduits, often were observed as early events or as a tail toward the end of the cavitation process (Fig. 2).
Large differences in P50 were recorded between species using the optical method, with means ranging from −1.2 MPa in Retrophyllum comptonii to −9.1 MPa in Diselma archeri. Within-species variation also was significant in many species, reaching a maximum in D. archeri, where P50 ranged between −6.7 and −11.2 MPa between individuals. On average, the coefficient of variation in P50 among replicate branches was 16.2% using the optical method and 9.2% using the cavitron. Mean slopes of the vulnerability curves for each species (between 12% and 88% loss of function) were correlated between the two methods, but the optical method produced steeper slopes on average (Figs. 3 and 4).
Among the conifer species, there was strong agreement between P50 determined with the optical technique and centrifuge techniques. A regression slope of 0.997 (r2 = 0.93) was found between optical and centrifuge P50 in the 13 conifer species, and the ranking of P50 was very similar using both methods (Fig. 4).
One of the two angiosperms sampled showed a significant difference between the optical and centrifuge P50. Although both techniques found R. officinalis samples to be highly cavitation resistant, P50 on the centrifuge (−12 MPa) was 32% more negative than the optical method (−8.1 MPa).
DISCUSSION
A new optical method for visualizing the process of xylem cavitation in plants is shown here to quantify the vulnerability of stem xylem to cavitation-induced reductions in hydraulic function of the stem xylem. The process of cavitation damage to the stem vascular system during water stress could be tracked in time and space on the stems of a diversity of species, including woody conifers and angiosperms. This novel technique represents a very easy and cheap new method for assessing stem vulnerability in woody species using excised branches. In principle, the method also can be used on attached branches, although this was not tested here.
The optical technique allows direct visualization of the process of cavitation in stems under realistic conditions of plant desiccation (as opposed to centrifugation or stem pressurization). Apart from its simplicity, the advantage of this technique is that it provides a complete view of the spatial and temporal progression of cavitation in stems during increasing water stress. This new perspective on stem cavitation means that continuous monitoring of stem cavitation is possible as bubbles propagate axially in the stem during the development of increasing water deficit. Although cross validation of the technique was performed using woody stems, the technique also works well in herbaceous species, where more translucent stems often do not require phloem removal.
The precisely resolved temporal dynamics of stem cavitation in both conifers and angiosperms studied here all yielded vulnerability curves that were highly sigmoidal in shape, characterized by an initial, extended period of stem desiccation before any stem cavitation events were recorded. This sigmoidal form of xylem vulnerability measured by the OV technique closely matches the form of cavitron (Lamy et al., 2011) and x-ray computed tomography (Choat et al., 2016) vulnerability curves. The majority of data collected using traditional bench drying methods of measuring xylem vulnerability also produce sigmoidal vulnerability curves, but more linear curves often are reported in species with highly stress-resistant xylem (Markesteijn et al., 2011; Vinya et al., 2013). One important benefit of the OV and computed tomography methods of assessing vulnerability is that they report the responses of functioning xylem without reference to a flushed condition. The flushing procedure is required by other hydraulic techniques, whereby samples are subjected to high water pressure to fill all air spaces in the sample and provide a theoretical maximum conductance. Flushing has the potential to activate (refill) xylem that was nonfunctional in the intact plant, as well as to introduce bubble nuclei, both of which can produce erroneous vulnerability curves (Rockwell et al., 2014).
Among the range of alternative methods for measuring xylem vulnerability, the cavitron was selected here as a standard for comparison because it is considered to be highly reliable when used to measure species with short conduits such as conifers (Cochard et al., 2013). For this reason, most of our sample set was taken from the conifer clade, using the same individuals for both optical (sampled in 2016) and cavitron (sampled in 2012) techniques. The accuracy of centrifuges for measuring angiosperm xylem vulnerability is the subject of considerable debate due to probable artifacts associated with long vessels (Torres-Ruiz et al., 2014; Hacke et al., 2015). For this reason, we only measured two species of angiosperms, selected to cover a range of sensitivities to water stress but both of which had maximum xylem vessel lengths that were approximately half that of the rotor diameter. Despite the huge difference in vulnerability between the two angiosperms measured here, both were found to produce a sigmoidal form in their vulnerability curves using both optical and cavitron methods. Our predawn sampling of well-watered trees ensured that sampled branches started drying from water potentials close to zero, thus ensuring a minimum of native embolism in the measured samples.
The optical method assesses the loss in xylem function in terms of a cumulative area of stem cavitated in each frame of image sequences. This area-based calculation does not account for the profound influence of xylem conduit radius, in the order of r4, that should determine the flow penalty incurred by the cavitation of any particular conduit in the stem (Sperry et al., 2006). Despite this apparent limitation, there was very strong agreement in P50 between the optical method (reporting the area of cavitated conduits) and the centrifuge method (quantifying losses in hydraulic conductance). The explanation for the strong agreement between techniques despite different metrics of cavitation is clearly evident from the spatiotemporal distribution of cavitation in stems observed here. Most significant is the evolution of cavitation in large blocks of connected conduits as opposed to discrete conduits, particularly as stems approached the P50 water potential. These large interconnected cavitation events also are seen in x-ray images of stems (Choat et al., 2015) and produce a steep slope in the vulnerability curve around P50. Assuming that cavitation in stems on the centrifuge also proceeds in this fashion, it would be expected that the P50 values produced by the two techniques would agree. The optical technique emphasizes the importance of connections between conduits more than the size of individual vessels, and due to the nature of cavitation propagation, this is likely to accurately capture the dynamics of flow restriction. Although the slopes of vulnerability curves produced by the cavitron tended to be shallower than those using the optical method, this may be explained by the smaller diameter branches used in the optical versus cavitron technique. Small-diameter (3–6 mm) branches were used for the optical measurements to ensure that cavitations could be visualized from all depths in the stem. Larger diameter stem samples used in the cavitron measurements are likely to incorporate more than one year of growth in the sampled branch, particularly considering the slow growth of many of the conifer species used here for comparison. Thus, the cavitron curves reflect the integrated vulnerability of a much larger sample of tracheids than the less than 1-year-old stems measured by the optical method, likely leading to a shallower slope (Torres-Ruiz et al., 2016).
A significant discrepancy between P50 in optical and centrifuge methods was only observed in stems of the angiosperm R. officinalis. Although both methods recorded extremely high cavitation resistance in this species, the cavitron produced a more negative P50. Further examination of this species and other highly resistant angiosperms will be needed to determine whether this disagreement is due to artifacts or some systematic bias of one of the two methods. One possible contributing factor is the long travel time from Hobart, Australia, to France prior to measurement of this individual. Samples of the same species measured locally with the cavitron yielded values much closer to the OV value (H. Cochard, personal communication). This very resistant end of the vulnerability spectrum is of particular interest, as it appears as a critical adaptation in both conifer (Brodribb et al., 2014; Larter et al., 2017) and angiosperm (Blackman et al., 2012) tree species inhabiting semiarid woodland.
The success of the optical method in providing a time-resolved map of cavitation in water-stressed stems, while yielding an accurate measure of vulnerability in terms of P50, opens the door to new applications. The simplicity and low cost of the technique make it highly appealing for ecological and genetic research where large sample sizes are required. In addition, the technique provides a means of viewing cavitation in tissues that have been difficult to measure. Flowers have recently been measured successfully using the optical method to show embolism relative to leaves in herbs and woody species (Zhang and Brodribb, 2017), while roots present an obvious future target. The optical method is ideally suited to explore how cavitation moves within and between plant tissues as water stress intensifies and has the potential to provide an integrated view of cavitation in major plant organs as cavitation propagates within an individual.
MATERIALS AND METHODS
Plant Material
Thirteen species of conifers from four conifer families (Table I) were sampled from a potted conifer collection growing in glasshouses at the University of Tasmania. All plants were more than 10 years old and were growing in 20-L pots under well-watered conditions in partially open glasshouses such that light and temperature were close to ambient conditions in Hobart. Samples for centrifuge analysis were collected and measured in 2012, while samples for optical analysis were collected in 2016 on the same individuals or clones. All species were represented by three replicates collected as cuttings from different individuals in the wild or wild-collected seeds. In addition, we collected two angiosperms with contrasting water stress tolerance to represent opposite ends of the angiosperm vulnerability spectrum but that had relatively short vessels such that they could be measured using the centrifuge technique. These two species (Rosmarinus officinalis and Betula pendula) were both collected at the end of a wet spring (2016) from single garden plants in Hobart.
Table I. Species list.
Species | Family | Class |
---|---|---|
Agathis robusta | Araucariaceae | Conifer |
Araucaria bidwillii | Araucariaceae | Conifer |
Araucaria cunninghamii | Araucariaceae | Conifer |
Wollemia nobilis | Araucariaceae | Conifer |
Callitris rhomboidea | Cupressaceae | Conifer |
Diselma archeri | Cupressaceae | Conifer |
Acmopyle pancheri | Podocarpaceae | Conifer |
Afrocarpus falcatus | Podocarpaceae | Conifer |
Dacrycarpus imbricatus | Podocarpaceae | Conifer |
Lagarostrobos franklinii | Podocarpaceae | Conifer |
Phyllocladus aspleniifolius | Podocarpaceae | Conifer |
Prumnopitys ladei | Podocarpaceae | Conifer |
Retrophyllum comptonii | Podocarpaceae | Conifer |
Retrophyllum rospigliosii | Podocarpaceae | Conifer |
Betula pendula | Betulaceae | Angiosperm |
Rosmarinus officinalis | Lamiaceae | Angiosperm |
Cavitron Stem Vulnerability
Measurements were carried out on one or two branches from three trees per species. Transpiration losses were prevented by removing the needles or leaves immediately after sampling and wrapping the branches in moist paper to keep them humid and cool (5°C) until the measurement of embolism resistance (within 3 weeks of sampling). All samples were sent via an international express shipping company to France within 3 d. Vulnerability to drought-induced embolism was then determined at the Caviplace (University of Bordeaux, Talence, France; http://sylvain-delzon.com/caviplace) with the cavitron technique (Cochard, 2002; Cochard et al., 2005). The bark was removed from conifer branches before sampling, to prevent resin contamination, and all branches were recut with a razor blade, under water, to a standard length of 0.27 m. The percentage loss of conductance (PLC) was determined at different speeds (i.e. different xylem pressures) to obtain a vulnerability curve for each sample. These vulnerability curves show the percentage loss of xylem conductance as a function of xylem pressure (for details, see Delzon et al., 2010). For each branch, the relationship between percentage loss of conductance and xylem water pressure was fitted with the following sigmoidal equation (Pammenter and Vander Willigen, 1998):
where P50 (MPa) is the xylem pressure inducing a 50% loss of conductivity and S (% MPa−1) is the slope of the vulnerability curve at the inflection point. Mean values of embolism vulnerability parameters (P50 and S) correspond to the average values of three to 16 samples per species. Additionally, we used our vulnerability curves to calculate P12 and P88, which are the 12% and 88% loss of hydraulic conductivity, respectively. P12 and P88 are physiologically significant indexes because they are thought to reflect the initial air-entry tension producing embolisms and the irreversible death-inducing xylem tension, respectively (Urli et al., 2013).
Optical Stem Vulnerability
The same individuals or clones of trees collected in 2012 for cavitron determination of P50 were revisited and sampled using the OV method. Branches on the order of 1 m long were cut from trees early in the morning and transferred in plastic bags to the laboratory about 50 m away. Branches were generally allowed to equilibrate in moist plastic bags in the dark for a period of 60 min to ensure that stomata were closed before preparing the stem for imaging. The optical method cannot quantify existing embolism in the wood and is only able to measure new cavitations. For this reason, great care was taken to ensure that samples were not exposed to any form of water stress or freezing in the months before measurement.
A stem psychrometer (ICT Australia) was fitted as close as possible to the region of stem being scanned for embolism formation. In fitting the psychrometer, a small square of bark was removed, avoiding damage to the wood. The psychrometer was partially insulated with polystyrene and set to log leaf water potential every 10 min. The cooling time for the psychrometer was increased from 5 to 30 s as stems dried, ensuring a stable reading of the wet-bulb temperature. Reference leaf water potentials were taken during the drying period using a Scholander pressure chamber to ensure that leaf and stem water potentials were equilibrated, as would be expected due to stomatal closure prior to the commencement of cavitation (Brodribb and Holbrook, 2003). However, after stem cavitation had begun, Scholander and psychrometer values often tended to diverge, as would be expected due to hydraulic disconnection between leaves and stems.
A stem approximately 3 to 6 mm in diameter and approximately 80 to 120 cm in length for conifers, or 1 to 2 m in length for the angiosperms, was selected for scanning. Branches that were actively elongating or expanding leaves were avoided to be sure that the xylem was mature (nonliving). The depth of xylem that could be reliably visualized for cavitation was approximately 1 mm, so a selection of stems were sectioned beforehand to determine the approximate branch thickness that would yield 1 mm of xylem above the pith. A leafless region of the stem, approximately 15 mm in length, was prepared so that xylem on one side of the pith could be imaged. A region of bark approximately 15 to 20 mm in length was carefully removed from one side of the stem to expose the underlying wood without causing damage to the xylem. The easiest way of doing this was to run two parallel axial cuts along the bark on either side of the desired window, avoiding damage to the underlying xylem, and to use a needle or fingernails to peel the bark gently back from the cuts. Once a window was created, it was firmly secured either onto a flatbed scanner (Perfection 800; Epson) or a microscope stage (Leica M205) using padded clamps to ensure no movement of the sample during drying. Once secured, the scanner or camera was set to capture images at a rate of one per minute, and the sample was left to dry slowly until cavitations were no longer recorded (typically in the order of 48–120 h). During drying, the target region of the stem was mostly darkened except for the light of the microscope (a ring illumination using LED lighting) or scanner. The rest of the stem was exposed to laboratory lighting and ambient conditions of 22°C and 55% relative humidity. In the case of the scanner, images were collected in normal reflective mode rather than the transmission mode used for leaves. Samples were allowed to dry until no further cavitations could be seen in the xylem for a period of 12 h. In some samples, a thin layer of hydrogel (Tensive Gel; Parker) was applied to the exposed xylem surface to improve light transmission and reduce evaporation from the surface. This had no appreciable effect on the value of P50 when compared between samples (T.J. Brodribb, unpublished data), but care was necessary to avoid reflections of movements as the gel shrinks during the drying process.
Once completed, image sequences were analyzed to identify cavitation, which was easily seen as changes in the reflection of the exposed xylem. Analysis by image difference using ImageJ (NIH) was carried out by subtracting successive images to reveal fast changes in contrast produced by cavitation. These rapid changes were easily identified in image subtractions and could be filtered from slow movements caused by drying. Thresholding of image differences allowed automated counting of cavitation events using the analyze-stack function in ImageJ. Full details, including an overview of the technique, image processing, as well as scripts to guide image capture and analysis, are available at http://www.opensourceov.org.
A time-resolved count of cavitations in each stem, quantified as the number of pixels per event during stem drying, was compiled, and this was converted to a percentage of total pixels cavitated. The psychrometer output was then used to determine a fitted function that described the change in stem water potential over time. Typically, this was a linear function once stomata were closed, but occasionally, polynomial functions were fitted to account for variation in the slope dψstem/dt. Combining the cavitation count with the function describing dψstem/dt allowed the cumulative number of cavitations to be expressed as a function of ψstem. The P50 for each sample stem was taken directly from this plot. One value of P50 was measured for each of three stems, allowing a mean and sd to be presented for each species.
Acknowledgments
We thank Tracy Winterbottom and Michelle Lang for the careful maintenance of potted conifers for many years at UTAS.
Glossary
- OV
optical vulnerability
Footnotes
This work was supported by the Australian Research Council (grant DP170100761 to T.J.B.) and by a Postgraduate Award to C.L.; M.C. received a travel grant from La Caixa Banking Foundation and from the Conselleria d'Educació, Cultura i Universitats (Govern de les Illes Balears), and a European Social Fund predoctoral fellowship (FPI/1700/2014).
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T.J.B. conceived the original research plans; T.J.B. and S.D. supervised the experiments; M.C., S.D., C.L., and T.J.B performed most of the experiments.
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