Comparing Orchard Designs for Mechanical Harvest Carol Miles, Holly Tennant, Travis Alexander and Suzette Galinato Department of Horticulture and School of Economic Sciences Northwestern Washington Research and Extension Center Orchard Establishment Costs Cider Apple Enterprise Budgets for Washington Costs based on growers’ experiences o Cost Estimation of Establishing a Cider Apple Orchard in Western Washington (FS141E) o Cost Estimation of Establishing a Cider Apple Orchard in Central Washington (TB35E) www.cider.wsu.edu - Cider Information Establishing a Cider Orchard Tree size and training system Number of trees per acre Yield per acre Time to first harvest Labor M106 G935 Cider Orchards in Virginia Cider Orchards in Washington Craig Campbell, Tieton Cider Works Cider Orchards in Washington Tieton Cider Works Mechanical Harvest Many cider apple cultivars are small-fruited, taking up to 4 times longer to hand pick than large fruit. Hand harvest accounts for 38-46% of total annual variable orchard costs. Mechanized shake-andsweep harvest of cider apples is common in Europe. Shake-and-sweep harvest may not be suitable for modern trellised cider apple orchards. Costs and Considerations for Establishing a Cider Apple Orchard for Mechanical Harvest Holly Tennant, WSU MSAG Candidate Compare: 1) Shake-and-sweep European system 2) Shake-and-catch over-the-row U.S. system What would the ideal orchard look like for each harvest method? Shake-and-Sweep Harvesters Tuthill Temperley, UK Neil McDonald, UK Weston & Sons Cider, UK Somerset Fruit Machines/SFM Technology, UK Shake-and-Sweep Harvesters Pattenden Machinary, UK Cable tree shaker, AMB Rousset Shake-and-Sweep Orchard • Tree spacing: 7 ft in-row, 16 ft center-to-center • Root stock: Semi-Dwarf - MM.106 (or similar) • Commercial life of planting: 25 years • Tree density: 389 trees per acre • Training system: Free standing • Time to full harvest: 5 years Shake-and-Sweep Orchard Year 1 Land (with irrigation) Cost Per Acre $ 14,487 Cost for Block Notes $ 144,356 includes soil preparation Trees $ $ 66,519 7,391 389 trees (≥5/8 in., $18 / tree, $1 / tree for planting Supplies and maint. $ 3,834 $ posts, fertilizer, pesticides, 34,507 pruning, irrigation, equip. & maint., etc. Taxes etc. $ 502 $ 4,517 taxes, insurance, overhead Total block size is 10 A, but only 9 A are in orchards (head lands, roads, buildings) Shake-and-Sweep Orchard • Cost per acre year 1: $26,214 (incl. land cost) $11,727 (w/out land cost) • Cost per acre per year maintenance: $2,849 • Production level (full): 57,183 lb/A (147 lb/tree)* • Notes: Trees 15 ft tall * Based on cider apple yield at WSU Mount Vernon NWREC: 3 var., 4 yr, 15 ft. trees Shake-and-Sweep Harvester • Pattenden Grouse self propelled cider apple harvester is one of several types used in Europe • Purchase price (new): Harvester $46,000 Cable tree shaker $2,500 • Shipping/import costs approx. $4000 • Shakes 20 trees per hour Picks 70,000 lb per day Sources: Dan Lawrence Dec. 2016, Len Mathieson Jan. 2016, and Neil McDonald 2015 Shake-and-Catch Harvester Over-the-row tree harvester Oxbo Harvester - olives Shake-and-Catch Harvester Littau Harvester - cherries Shake-and-Catch Harvester Shake-and-Catch Orchard • • • • • • Training system: Central leader Tree spacing: 3 ft in-row, 15 ft center-to-center Root stock: Dwarf - M9 series Commercial life of planting: 25 years Tree density: 968 trees per acre Time to full harvest: 5 years Shake-and-Catch Orchard Cost Cost for Year 1 Per Acre Block Notes Land (with irrigation) $ 14,487 $ 144,356 includes soil preparation 968 trees (≥5/8 in., $13 / tree, $1/tree for planting Trees $ 13,552 $ 121,968 Trellis system $ 2,342 $ 21,075 includes installation labor Supplies and maint. $ 3,802 $ 34,217 Taxes etc. $ $ 502 fertilizer, pesticides, pruning, irrigation, equip. & maint., etc. 4,517 taxes, insurance, overhead Total block size is 10 A, but only 9 A are in orchards (head lands, roads, buildings) Shake-and-Catch Orchard • Cost per acre year 1: $34,685 (incl. land cost) $20,198 (w/out land cost) • Cost per acre per year maintenance: $4,957 • Production level (full): 66,792 lb/A (69 lb/tree)* • Notes: Trees 10-12 ft tall for harvester Mechanical pruning also suitable * Based on cider apple yield at WSU Mount Vernon NWREC: 6 var., 4 yr, 10 ft. trees Shake-and-Catch Harvester Littau Harvester Shake-and-Catch Harvester • Custom built for tart cherry harvest in central WA • Recently test harvested olives in CA • Purchase price: $350,000 new ; $5,000 ann. maint. • Lease cost: $70,000per year • Harvester picking drive speed: 1 mi/hr, 1.8 A/hr • In cherry: Picks 1 bin every 10-12 min Picks one tree every 14 sec Uses one less person than trunk shaking machine Source: Littau Harvester Nov. 2016 Mechanical Harvest at WSU NWREC Proof of Concept Littau OR0012 Small fruit harvester Fruit Harvest Conveyance of fruit Collection of fruit Mechanical Harvest Before After Tree Damage Due to Harvest Mean of 4 years: 2011, 2012, 2014, 2015 Harvest Method Hand Range Machine Range z No. Spurs No. Limbs Damagedz 3.0 0.2-6.1 8.2 1.3-14.7 Damagedy 0.3 0.1-0.6 0.9 0.4-2.3 Differences were significant in 2014 and 2015 y Differences were significant in 2015 Fruit Damage Due to Harvest Year 2011 2012 2014 2015 No. Bruised Fruit Hand Machine 100 100 19 72 100 100 98 96 No. Cut Fruit Hand Machine 0 0 1 0 11 8 26 48 Harvest Fruit Weight (lb/A) Fruit Weight (lb/A) Harvest Post Harvest Clean Hand Machine Tree + Ground Machine 2011 8,987 6,138 1,853 2012 5,183 3,588 700 2014 12,482 6,648 2,751 3,462 2015 11,000 7,298 1,338 1,751 % of Hand Hrv 63% 18% 28% Total Harvest Hand Machine 8,987 7,991 5,183 4,288 12,482 12,861 11,000 10,387 94% Storage Fruit Loss Fruit Stored Under Barn Conditions (49-68 oF; 9-20 oC) Fruit Weight (lb/A) At Harvest Hand Machine 2014 12,482 12,861 2015 11,000 10,387 Avg. loss (%)x Est. loss (lb/A)y z y % Rotted Fruitz 2 Weeks 4 Weeks Hand Machine Hand Machine 0.0 23.0 0.0 46.8 1.5 21.5 4.3 34.5 1 22 2 41 117 2,557 235 4,766 Per 100 random fruit sample per plot Avg loss (%) per 100 fruit sample per plot x Calculated based on avg % loss and avg fruit weight per plot Milling and Pressing Before grinding, wash fruit and remove rot Apple shredder to mill fruit (Zambelli Enotech MuliMax 60 ) Bladder press to extract juice (40-L Enotechnica Pillan) Juice Analysis: oBrix and pH oBrix – place 2-3 drops juice sample onto refractometer pH – measure 100 ml juice sample with digital pH meter Digital refractometer Digital pH meter % Tannins and Malic Acid (g/L) Titrations using standard procedures: • WSU on-line training video: How to Test Tannin Levels in Apple Juice Using Lowenthal Permanganate Titration Lowenthal titration method Juice Analysis 2011 & 2012 Fruit cold-stored at 34 0F (1 oC) Year 2011 Time of analysis At harvest 3 weeks P -value Storage time Harvest method 2012 At harvest 2 weeks 4 weeks P -value Storage time Harvest method z SSC (%) 10.86 12.05 0.0002 0.0004 15.41 a 13.15 c 14.73 b 0.0006 0.96 SG z (ratio) 1.04 1.05 0.0001 0.0003 1.07 a 1.05 c 1.06 b <0.0001 0.91 pH 3.82 3.81 0.63 0.6 3.85 3.9 3.79 0.08 0.51 TA (g.L-1 )y 2.21 2.32 0.18 0.14 4.55 3.76 4.23 0.06 0.61 Tannin (%) 0.14 0.18 0.1 0.32 0.22 0.23 0.26 0.45 0.12 Specific gravity is the ratio of the density of the juice to the density of pure water y 1 g.L-1 = 1000 ppm Juice Analysis 2014 & 2015 Fruit stored at 58 0F (14 oC)x SSC (%) 14.13 14.96 14.71 0.14 0.96 13.31 b 15.06 a 14.93 a 0.0002 0.36 SG TA Tannin (%) 0.12 b 0.14 a 0.12 b 0.03 0.40 0.16 b 0.19 a 0.19 a 0.03 0.10 pH y . -1 z Time of analysis (ratio) (g L ) At harvest 1.06 4.04 b 2.98 a 2 weeks 1.063 4.10 a 2.83 b 4 weeks 1.06 4.12 a 2.56 b P- value Storage time 0.27 0.01 0.03 Harvest method 0.79 0.06 0.40 2015 At harvest 1.056 b 3.96 3.11 2 weeks 1.062 a 3.95 3.26 4 weeks 1.062 a 3.97 3.06 P- value Storage time 0.001 0.41 0.47 Harvest method 0.20 0.09 0.23 x 49-68 oF (9-20 oC) y Specific gravity is the ratio of the density of the juice to the density of pure water z 1 g.L-1 = 1000 ppm Year 2014 Juice Analysis No effect on juice characteristics due to hand v mechanical harvest Future research: • Sensory analysis • Off-flavors Travis Alexander, PhD student Selecting a Cider Variety Cider apples classified into 4 categories according to acid and tannin content (Long Ashton Research Station, Bristol, England; Barker, 1903) Type Tannin (%) Acid (%) Sharp < 0.2 Low tannin > 0.45 High acid Sweet < 0.2 Low tannin < 0.45 Low acid Bittersharp > 0.2 High tannin > 0.45 High acid Bittersweet > 0.2 High tannin < 0.45 Low acid Most Common Cider Apples1 Sharp Sweet2 Bittersharp Bittersweet Breakwell Sdlg. Harrison Redstreak, Hereford Tom Putt Smith’s Cider Bramley’s Sdlg. Golden Russet Gravenstein Jonagold Peau de Vache Pomme Gris LeBret (Sweet Alford) Sweet Coppin Taylor’s Ashmead’s Kernel Gala Fuji Roxbury Russet Cap of Liberty Domaines Foxwhelp Hewes VA Crab Kingston Black Porter’s Perfection Wickson Crab Dolgo Crab Hagloe Crab Brown Snout Chisel Jersey Dabinett Frequin Rouge Harry Masters’ J. Michelin Nehou Yarlington Mill Brown Snout 1From 2The Dabinett Kingston Black Yarlington Mill survey reported in Fact Sheet “CIDER Report 202: Commonly Grown Cider Apple Cultivars in the U.S. (2015)” survey did not include any sweet cider varieties; sweet apples used were mainly culls of dessert varieties. Cider Juice Analysis Summary of juice analysis for cider apple varieties grown at WSU Mount Vernon NWREC from 2003-2015 (data not collected in 2007). Tannin % Malic Acid g/l oBrix pH Yrs Cultivar Eval. Mean SD Mean SD Mean SD Mean SD Amere de Berthcourt 3 0.48 0.20 1.90 0.53 12.9 1.55 4.31 0.14 Breakwell Seedling 5 0.27 0.22 7.82 3.27 10.9 0.97 3.23 0.13 Brown Snout 7 0.19 0.06 3.37 0.84 13.5 1.77 3.87 0.16 Dabinett 8 0.29 0.18 2.55 1.30 14.0 1.18 4.37 0.25 Golden Russet 5 0.13 0.05 6.64 0.91 16.9 1.33 3.67 0.25 Harrison 3 0.16 0.03 7.77 2.58 15.8 0.21 3.37 0.39 Kermerrien 6 0.37 0.09 2.44 0.21 13.2 1.22 3.76 0.25 Kingston Black 7 0.17 0.11 6.45 1.04 13.4 1.39 3.45 0.19 Medaille D’Or 4 1.05 0.49 3.43 0.48 15.8 1.73 4.19 0.18 www.cider.wsu.edu Sources of Cider Apple Trees Plan ahead! 1-2 years for nursery to make cider trees Nurseries listing cider apple varieties – see our website Video on apple chip bud grafting – see our website www.cider.wsu.edu Rootstock Factors to Consider Size of mature trees Precocity - how long till first fruiting Will trellis be needed, and what is the cost? Suitability to soil conditions Disease susceptibility - can be very important in fire blight prone areas Rootstock Effects ‘Yarlington Mill’ on M106 (left) and M9 (right) Rootstock Choices Source: Dr. Terence Robinson, Cornell University Variety Growth Habit and Characteristics Tree growth habit and tree characteristics of cider apple varieties observed at WSU Mount Vernon NWREC, 2002-2015. Cultivar Bearing Habit Amere de Berthcourt Semi Spur Blind Grower Prod. Full Bloom Date4 Comments wood1 Growth Habit Friendly2 Alternate Bearing 1.5 Spreading Y Semi 2.45 9-May 3 American Forestier Semi Spur 1 Semi Spreading Y Y 2.75 23-May Blanc Mollet Semi Spur 1.5 Semi Upright Y Y 2.88 18-May Bouteville Standard 1.5 Semi Spreading Semi Semi 3.5 12-May Bramley’s Seedling Standard 2.5 Spreading Y Semi 2.58 9-May Breakwell Seedling Semi Spur 1 Spreading Y Semi 3.2 23-May Brown’s Apple Semi Spur 2 Semi Spreading Y Y 2.63 13-May Brown Snout Spur 1 Semi Spreading Y Semi 4 Brown Thorn Standard 2 Semi Spreading Semi Y 2.38 25-May Bulmer’s Norman Semi Spur 1 Spreading Y Semi 2.58 10-May Campfield Semi Spur 2 Upright Semi Semi 1.78 9-May Spur 1 Semi Upright Y Y 3.08 9-May Cap of Liberty www.cider.wsu.edu 23-May Small fruited Bearing Habit Spur: many fruit spurs closely spaced on all branches (2 year and older wood). Semi Spur: fruit spurs on all branches but more widely spaced than Spur type. Photo: Apple and Pear Australia, Ltd. Standard: fruit spurs on most older branches. Tip bearing: fruit in single clusters on branch ends; may have areas of blind wood. Photo: Royal Horticultural Society Bearing Habit Spur: many fruit spurs closely spaced on all branches (2 year and older wood). Semi Spur: fruit spurs on all branches but more widely spaced than Spur type. Standard: fruit spurs on most older branches. Tip bearing: fruit in single clusters on branch ends; may have areas of blind wood. Blind Wood “Blind wood” refers to areas of a tree where fruit spurs have not developed. Rating scale1: 1 = none to few areas (< 4 in.) 2 = few bare areas (4-6 in. without bud/spur) 3 = several bare areas (4-6 in. without bud/spur) 4 = several bare areas (< 12 in., most 8 -12 in.) 5 = several areas on numerous branches with 12 in. or more without bud/spur 1Hard Cider Production, PNW 621, Moulton et al, 2010 Grower Friendly Grower friendly1 trees are productive. Trees don’t require extensive canopy management (labor). Most spur and spindle types are grower friendly; they have stiffer wood and support a large crop load. Tip bearing trees need special pruning to avoid developing areas of blind wood. 1Hard 2010 Cider Production, PNW 621, Moulton et al, Freestanding trees that are grower friendly produce about 70% of their fruit on the first level scaffold. Alternate Bearing Annual Bearing trees produce a good crop every year, with some annual variation. Strongly Alternate Bearing trees produce a good crop in alternate years, and little or no fruit in the off years. Semi-Alternate Bearing trees have some fruit even in low years. Cultivar 2011 2012 2013 2014 Mean Bearing Habit Tom Putt 4.4 4.2 4.5 4.2 4.33 Annual (High Prod.) Granniwinkle 2.8 3.3 2.8 3.5 3.10 Annual (Mod. Prod.) Brown’s Apple 5.0 0.5 4.0 1.0 2.63 Strongly Alternate Bulmer’s Norman 2.5 3.0 1.8 3.0 2.58 Semi Alternate Fruit Yield Productivity Productivity ratings1 taken in August – September (immediately pre-harvest) Rating scale: 0 = no fruit at all 1 = very few fruit, samples only 2 = low production, unacceptable commercial 3 = acceptable production, may be uneven (clusters of fruit vs. sparse areas) 4 = moderate production, most areas of tree bearing fruit 5 = high production, all areas of tree bearing fruit 1Hard Cider Production, PNW 621, Moulton et al, 2010 Orchard Establishment Costs Cider Apple Enterprise Budgets for Washington Costs based on growers’ experiences o Cost Estimation of Establishing a Cider Apple Orchard in Western Washington (FS141E) o Cost Estimation of Establishing a Cider Apple Orchard in Central Washington (TB35E) www.cider.wsu.edu - Cider Information Cost of Fruit Juice Cost of specialty/heirloom apple juice: $5.07-7.00 per gal. ( ̴ $0.41–0.56/lb*) Cost of dessert apple juice: $1.48-2.65 per gal. ( ̴ $0.008–0.21/lb*) * 12.5 lb fruit per gal. Source: State of NW Cider Industry 2016 Report Yarlington Mill Brown Snout Dabinett Kingston Black New Cider Research Orchard WSU NWREC 2014-16: 65 varieties planted in 2 replicate blocks • Rootstock: Geneva 935 • Spacing: 6 ft x 12 ft April 2016 • Post height: 10 ft. • Tall spindle/fruiting wall Mechanical Pruning Hedging LaGasse Works Fruiting Wall System Photo: GoodFruit Grower Jon Clements, Univ. Massachusetts Shake-and-Catch Harvester Cider Apple Harvest Cider apples mechanically harvested at WSU NWREC Research Cider Orchards at WSU 1979 6 cider apple varieties first planted at WSU Mount Vernon NWREC 1983 to 1994 20 varieties added, observations made on productivity, growth habit, and disease susceptibility 1994 Cider apple trial orchard established with over 70 different varieties 2002 to current Varieties evaluated for juice characteristics 2014-16 Planted 65 varieties in a replicated research orchard April 2014 WSU Cider Projects Evaluation of cider apple juice (2002-current) Make and evaluate single-varietal ciders (4-5 each year) Compare juice quality of 4 varieties grown at 4 WA locations Measure costs of cider apple orchard establishment Evaluate mechanical harvest using over-the-row harvester Develop planting guidelines for orchard mechanization Develop management strategies for apple anthracnose canker Provide cider production education in cooperation with CINA On-line training videos – grafting, tannin testing www.cider.wsu.edu Extension Publications Hard Cider Production and Orchard Management in the Pacific Northwest (PNW 621) 2015 Cost Estimation of Establishing a Cider Apple Orchard in Central Washington (TB35E) 2013 Cost Estimation of Establishing a Cider Apple Orchard in Western Washington (FS141E) Feasibility of Different Harvest Methods for Cider Apples: Case Study for Western Washington (TB32) Commonly Grown Cider Apple Cultivars in the U.S. (Peck et al.) www.cider.wsu.edu Research Support Collaborators: • Suzette Galinato - WSU School of Economic Sciences • David Bauermeister - Director NW Ag. Bus. Center Funders: Washington State Dept. of Agriculture WSU ARC Emerging Research Issues Northwest Agriculture Business Center Northwest Cider Association Northwest Agricultural Research Foundation www.cider.wsu.edu
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