Developing interactive diagnostic support tools for tropical root crops V. dR. Amante and G. A. Norton Centre for Biological Information Technology Level 6 Hartley-Teakle Building The University of Queensland Brisbane Qld 4072 Australia Key words: sweetpotato, taro, yam, insect pests, diseases, nutritional disorders, Lucid ABSTRACT Information and Communication Technology (ICT) offers exciting new possibilities for providing diagnostic support tools for farmers, advisors and others interested in tropical root crops. A CD-ROM that provides diagnostic support for those attempting to diagnose disorders in sweetpotato crops has recently been released. This CD has been funded by the Australian Centre for International Agricultural Research (ACIAR) and has involved collaboration among The University of Queensland, The International Potato Centre (CIP) Office in Indonesia, and PhilRootcrops in the Philippines. The process of developing this diagnostic support tool is described. Four major steps are involved: (1) collection of information in text and graphic form, (2) development of fact sheets (3) construction of the diagnostic key and (4) technical and field testing. Construction of the key is discussed in detail, including the development of a list of Possible Causes to be included in the key, formulation of Possible Observations and states that describe the sick or damaged plant, and scoring Possible Causes against Possible Observations. Field testing is an important part of developing computer–assisted tools, and the response to a prototype by users from the Philippines, Indonesia and Africa, is described. The possibility of developing a similar diagnostic key for taro and yam problems in Asia, Africa and the Pacific Regions is discussed. INTRODUCTION Sweetpotato, taro and yam are traditionally important crops in tropical agriculture. Until recently, they had been grown mainly for home consumption and to provide a source of additional cash. In the case of sweetpotato, recent developments in the Asian region, which recognise its growing importance for food and industrial processing as well as for production of processed feeds, tend to create a new market. A similar trend is noted for taro and yam. To exploit and cope with this market opening, production systems are being changed from small to large scale operations. However, the consequence of changing production systems not only involves an increase in production inputs and a change in cultural management to obtain higher production but these changes also modify the crop’s macro and micro environments. With an increased production area and more extensive cultivation, an increase in pest, disease and other problems can be expected. These problems need to be addressed to ensure these changes in production systems are beneficial and sustainable. The worst thing that could happen is to give hope to small farmers for a better income and then allow them to experience and cope with the problems that come with a larger scale of production of which they will have difficulty in handling. 1 Diagnosing crop problems is something that most farmers in Asia, the Pacific and Africa find difficult. Technical help is sometimes available from government institutions but, more often, they do not have the required specific skill and expertise and pass on the task to experts located in major towns or cities. More often than not, problems are either identified only after the crop has been too severely affected to merit management or they have not been identified at all because affected plants were not in a good condition for diagnosis. Advances in information and communication technology (ICT) provide an opportunity to bring expertise closer to the local people who are directly involved in crop production. The email list-server – PestNet – that has over 400 subscribers in the Pacific region, is one way in which IT is linking experts, extension agents and other parties (See - www.pestnet.org). These advances in ICT also allow the development of creative and innovative teaching, learning and diagnostic support tools that could result in a better understanding of crop problems, their identification and management. This in turn could lead to higher yields, more efficient production and consequently increased farmers’ income. This paper describes the process involved in developing a CD-ROM diagnosticsupport tool for sweetpotato, the Sweetpotato DiagNotes (Fig.1), aimed at educating and supporting those directly or indirectly involved in managing the crop. It is suggested that this sweetpotato diagnostic support tool could provide a model for a similar product for taro and yam. Fig 1. Sweetpotato DiagNotes - a diagnostic-support tool produced by the Centre for Biological Information Technology, The University of Queensland, Australia. 2 DEVELOPING “SWEETPOTATO DIAGNOTES” Four major steps were involved in developing Sweetpotato DiagNotes - a sweetpotato diagnostic support tool - (1) collecting relevant information in text and graphic form, (2) developing fact sheets (3) constructing the key and (4) technical and field testing. 1. Collection of information in text and graphic form Information about the sweetpotato crop was obtained from collaborating international experts from the International Potato Center (CIP) in Indonesia and Peru, Louisiana State University in the United States of America (USA), Natural Resources Institute in the United Kingdom (UK), The University of Queensland (UQ), Australia and the Philippine Rootcrops Research and Training Center (PhilRootcrops), Philippines. These collaborators were requested to provide information based on a common format and were frequently consulted to confirm or verify details. Further information was obtained from the literature, and web searches and from the authors’ knowledge and experience of the crop. 2. Developing the fact sheets and other relevant information There are two fact sheets for each pest, disease and nutrient disorder included in Sweetpotato DiagNotes. The first fact sheet provides (Fig.2) a summary of diagnostic information, including common signs and symptoms and, when available, information on conditions that aggravate or reduce the occurrence of the disorder. The second fact sheet, which is linked to the diagnostic summary, gives more detailed information on Fig. 2. Each disorder has a fact sheet providing a diagnostic summary. taxonomy, economic importance, geographical distribution, morphology, signs and symptoms, biology and ecology, confusion with other symptoms, detection and inspection, management and references. Both fact sheets contain images, most of which were taken in the field. 3 In addition to fact sheets, general information about the crop and its production is included in the product. 3. Constructing the key Lucid Professional is a software tool developed by the Centre for Biological Information Technology (CBIT) at UQ for creating and publishing interactive identification or diagnostic keys (See the Box for more information on the two types of identification and diagnostic keys). This software tool, which was used to develop the matrix key for diagnosing sweetpotato problems, consists of a Builder, which allows keys to be easily constructed, including the incorporation of multimedia (images, audio and video) and a Player, which allows users to operate the key. When a user selects in the key those features they have observed in the “sick” crop, the Player filters these information, reduces the list of Possible Causes and lists the eliminated problems under Unlikely Causes (Fig. 3). Box – Dichotomous and Matrix keys There are two types of identification and diagnostic keys – dichotomous (or pathway) keys and matrix keys. Dichotomous keys are the traditional keys used for identification of biological organisms. A dichotomous key presents the user with a hierarchical set of questions or “couplets”, concerning more general to more specific features of the specimen to be identified or diagnosed. Depending on which of the couplets they choose, users are either directed to another couplet or to a solution – an identification or a diagnosis. A major problem with dichotomous keys is the “unanswerable couplet” problem. If the user is unable to decide which couplet best describes the specimen, he or she is unable to continue. By contrast, matrix keys are more flexible than dichotomous keys since they allow the user to consider and choose features describing the specimen in any order they wish. This allows users to ignore features that are not clear and still be able to get a reliable diagnosis or at least a short list of likely causes. Lucid Professional is a matrix key system. For more information go to - www.lucidcentral.com. Constructing the key used in Sweetpotato DiagNotes involved the following: 3.1. Developing a list of Possible Causes or problems A list of insect and mite pests, diseases and nutritional disorders affecting the sweetpotato crop was made. The project staff and collaborators discussed and deliberated on the final list of Possible Causes or problems to be included in the key based on their current importance in the countries/regions covered, the potential for introduction and increased importance of these problems in these countries/regions and the existence of sufficient information on these problems. 3.2. Determining the Possible Observations associated with a “sick” crop Possible observations and “states” that characterise the identified problems were determined. The list included all the descriptions or interpretations of signs and symptoms as well as the conditions where the problems occur. A lot of deliberation was involved on how possible observations and “states” were to be presented. Possible observations were put in question form and “states” under 4 each possible observation were made to be easy to understand and be able to describe what the users observe or think they observe in the field in order to allow for a quicker and easier identification of the problem using the Lucid Player. Hence, aside from using simple words to describe the “sick” plant and the field conditions, notes and images were further added (Fig. 4). A glossary was also included to help with difficult or technical words used in the key and the fact sheets. Fig. 3. The Lucid Player allows users to operate the key. It has 4 windows: clockwise from top left: Possible Observations, Observations Chosen, Possible Causes and Unlikely Causes. Fig. 4. Notes on possible observations provide users with useful help in describing the features of a “sick” plant, such as leaf colour changes. 5 3.3. Interpreting information for scoring using a data matrix Lucid Builder was used to build the key. This software allows the key builder to score the matrix that lies behind the diagnostic key in a number of ways. Possible Observations are related to Possible Causes by a score in the key’s matrix (Fig.5). The score is “common”, when the feature in question is a common, frequently exhibited expression or condition of that particular cause; “rare”, when a specific feature may or may not be exhibited or expressed, depending on factors such as cultivar and environment; and “misinterpreted”, when users may incorrectly select a feature (e.g. choosing reduction in leaf size rather than leaf curling). Fig. 5. Construction of the sweetpotato key involved scoring Possible Causes against Possible Observation states using a data matrix provided by the Lucid Builder (blue= common; green= rare). 4. Field testing Field testing of diagnostic support tools is critical in providing the authors with insights into how the product will perform with respect to critical success criteria namely: technical accuracy, relevance and acceptability (Table 1). Sweetpotato DiagNotes was field tested in the Philippines, Indonesia and Africa. • Technical accuracy The technical accuracy of the key was assessed by experts in a workshop held at PhilRootcrops, Philippines, and by distributing a prototype CD to reviewers from different countries. During the testing, one suggested weakness of the key was the difficulty associated with situations where there is more than one causal agent affecting a particular specimen (e.g. corky lesions on the stem and round holes in the leaves caused by leaf and stem scab and tortoise beetle, respectively). In response to this, the key has been modified so that when there are no possible causes left, the users is prompted to consider that there is unlikely to be a single problem but that the cause is most probably due to two or more different agents. One way to deal with this 6 situation is to key out the observed symptoms separately, and refer to the fact sheets to confirm the results of the diagnosis. In general, reviewers found that the key, with the functions and special features it provides, was able to provide a valuable tool for diagnosis. Table 1. Matrix used for sweetpotato key field testing in the Philippines. Criteria Indicator Methodology Technical accuracy Software performance Technical content The key and other features of the CD were reviewed by experts based on guidelines provided. Relevance Usefulness of the key and the information contained in the CD to the users. The use of the key were monitored for a whole cropping season under different testing/learning situations such as: • field/ office • training • classroom • Farmer Field Schools • Library/resource context A simple monitoring tool was developed and used for each situation. Acceptability Ease of use of the key and comprehensibility of information This was tested together with relevance, in this case with the focus on the ease of using the key and how user friendly it is. • Relevance The key and other information contained in the CD are only relevant or useful if they meet the requirements of the target users and the conditions in which they would use the product. For this reason, Sweetpotato DiagNotes was developed in accordance with user requirements and specifically focussed primarily on extension workers in Asia. The general profile of these extension workers (e.g. computer literacy, technical knowledge, knowledge of technical language and proficiency in the English language) was considered in the design and the language used in the key. As well as providing diagnostic support and training for farmers and advisors, Sweetpotato DiagNotes also constitutes a useful learning tool for students and researchers in getting acquainted with the crop. Feedback from extension workers who field tested the Sweetpotato DiagNotes during a two-day training in the Philippines and field testing in Indonesia and the Philippines during the actual growing season indicated that some problems were particularly difficult to diagnose and modifications were made to the key to address these issues. 7 More generally, there is often apprehension about the relevance of computer-based tools for rootcrop growers when the majority of users would not have access to computers. Acquisition of computers, however, is a top priority among all local government offices in the Philippines and other third world countries. They are also becoming a necessity among households particularly with students and office workers. In the near future this is unlikely to be an important constraint. • Acceptability The training and field testing sessions in the Philippines and Indonesia and some feedback from Africa indicated strong support for Sweetpotato DiagNotes. The main reasons for this appear to be the ease of use of the key, the use of non-technical words in the key and fact sheets and the preference of target users for more image-based rather than text-based materials. Extension workers said this tool would enable them to diagnose crop problems quicker and to easily learn more about them. These extension workers would like similar tools to be available for other crops, including taro and yam. DISCUSSION The continuing change in production systems of tropical root crops such as sweetpotato, taro and yam brought about by expanding markets aggravates or creates pests, diseases and soil problems. There is an increasing need to educate extension workers and farmers who are directly involved in production to enable them to cope with these problems. One way to do this is to take advantage of the advances in information and communication technology and develop interactive diagnostic support and learning tools such as Sweetpotato DiagNotes and “RiceDoctor” – a similar key that is being developed for rice growers, in association with Philrice and the International Rice Research Institute. As shown for Sweetpotato DiagNotes, these products, with user-friendly interactive diagnostic keys, fact sheets, notes and images, make diagnosis and learning about the crop and its problems much quicker and easier for extension staff. Such tools are particularly appropriate for the South Pacific, where books and advice from experts are not readily available. REFERENCE Amante, V.dR.; Norton, G.A.; O’Sullivan, J.N.; van de Fliert, E. and Pardales, J. Jr. (2003). Sweetpotato DiagNotes: A diagnostic key to sweetpotato problems. CD-ROM produced by the Centre for Biological Information Technology, The University of Queensland, Brisbane, Australia. ACKNOWLEDGEMENTS We wish to acknowledge the other authors of Sweetpotato DiagNotes – Jane O’Sullivan, Elske van de Fliert and the late Jose Pardales, Jr. We thank Erlinda Vasquez of PhilRootcrops, Elske van de Fliert of CIP-Bogor and James Okoth of FAO-Uganda, for their effort and feedback during the field testing in the Philippines, Indonesia and Africa respectively. Their involvement in the project has enabled this paper to be written. We also wish to thank the Australian Centre for International Agricultural Research (ACIAR) for the funds that made this project possible. 8
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