Using Shukla’s mixed model and the related joint regression model in analyses of stability and adaptation of genotypes

Part I. Theoretical considerations

Wiesław Mądry

wieslaw_madry@sggw.edu.pl
Katedra Statystyki Matematycznej i Doświadczalnictwa, Szkoła Główna Gospodarstwa Wiejskiego w Warszawie (Poland)

Abstract

The most important theoretical problems of the mixed Shukla’s model and a joint regression model called Eberhart-Russell-Shukla model (E-R-S model) — (Piepho, 1999) are presented in this paper. Rather simple and efficient estimators and tests for parameters of the models are shown for a case of complete genotype*environment classification. Genotypic means and other parameters of the models, called stability measures, are considered. In the Shukla’s model a stability variance (σ2i) is stability measure and in the joint regression model E-R-S, stability measures are regression coefficient (βi or bi), residual variance (σ2d(i) and σ2δ(i)) as well as determination coefficient (R2i). The given estimators of these stability measures in the models have been obtained using MINQUE method in Shukla’s model (1972) or ordinary approximated minimum least squares method (OALS) in the E-R-S model (Eberhart and Russell, 1966; Shukla, 1972; Mądry, 2002). These tools are useful only for data in balanced (complete) two-way genotype × environment classifications. Tests F, both usual and approximated ones, are recommended for testing hypothesis on stability measures in the models. The statistical tools in Shukla’s model have optimal properties. The tools for all considered stability parameters in the E-R-S model could be almost optimal if the number of genotypes would be large and environmental variance σ2e would seriously dominate variances of all other random effects in the model (Piepho, 1998; Mądry, 2002). These conditions are usually fulfilled in practice. The considerations in the paper and in literature show that the models, both Shukla’s and E-R-S ones could be useful in a study on stability and adaptation of genotypes in variety trials.

 

Keywords:

joint regression model of Eberhart-Russell-Shukla (E-R-S model), MINQUE method, ordinary approximate minimum least squares method (OALS method), series of variety trials, Shukla’s model, stability and adaptation analyses of genotypes

Becker H. C., Leon J. 1988. Stability analysis in plant breeding. Plant Breeding 101: 1 — 23. DOI: https://doi.org/10.1111/j.1439-0523.1988.tb00261.x
Google Scholar

Caliński T. 1960. On a certain statistical method of investigating interaction in serial experiments with plant varieties. Bull. de l’Acad. Polonaise des Sci. 8:565 — 568.
Google Scholar

Caliński T., Czajka S., Kaczmarek Z. 1997. A multivariate approach to analysing genotype — environment interactions. In: „Advances in Biometrical Genetics”. Krajewski P., Kaczmarek Z (eds.), Poznań: 3–14
Google Scholar

Caliński T., Czajka S., Kaczmarek Z., Krajewski P., Siatkowski I. 1995. SERGEN-a computer program for the analysis of series of variety trials. Biuletyn Oceny Odmian 26-27:39 — 41.
Google Scholar

Eberhart S. A., Russell W. A. 1966. Stability parameters for comparing varieties. Crop Sci. 6:36 — 40. DOI: https://doi.org/10.2135/cropsci1966.0011183X000600010011x
Google Scholar

Eskridge K. M., Byrne P. F., Crossa J. 1991. Selecting stable cultivars by minimizing the probability of disaster. Field Crops Research 27:169 — 181. DOI: https://doi.org/10.1016/0378-4290(91)90029-U
Google Scholar

Freeman G. H. 1973. Statistical methods for the analysis of genotype-environment interactions. Heredity 31:339 — 354. DOI: https://doi.org/10.1038/hdy.1973.90
Google Scholar

Kaczmarek Z. 1986. Analiza doświadczeń wielokrotnych zakładanych w blokach niekompletnych. Roczniki AR w Poznaniu, Rozprawy Naukowe, Poznań.
Google Scholar

Kang M. S. 1998. Using genotype-by-environment interaction for crop cultivar development. Advances in Agronomy 62: 200 — 252. DOI: https://doi.org/10.1016/S0065-2113(08)60569-6
Google Scholar

Leon J., Becker H. C. 1988. Repeatability of some statistical measures of phenotypic stability – correlations between single year results and multi years results. Plant Breeding 100:137 — 142. DOI: https://doi.org/10.1111/j.1439-0523.1988.tb00228.x
Google Scholar

Lin C. S., Binns M. R., Lefkovitch L. P. 1986. Stability analysis: Where do we stnad? Crop Sci. 26:894 — 900. DOI: https://doi.org/10.2135/cropsci1986.0011183X002600050012x
Google Scholar

Mądry W. 2002. Model mieszany regresji łącznej z nierównymi wariancjami reszt. XXXII Coll. Biom. 141 — 157.
Google Scholar

Magari R., Kang M. S. 1997. SAS-STABLE: Stability analysis of balanced and unbalanced data. Agron. J. 90: 929 — 932. DOI: https://doi.org/10.2134/agronj1997.00021962008900060013x
Google Scholar

Nabugoomu F., Kempton R. A., Talbot M. 1999. Analysis of series of trials where varieties differ in sensitivity to locations. J. Agric. Biol. Env. Stat.: 4:310 — 325. DOI: https://doi.org/10.2307/1400388
Google Scholar

Perkins J. M., Jinks J. L. 1968. Environmental and genotype-environmental components of variability. III. Multiple lines and crosses. Heredity 23: 339 — 346. DOI: https://doi.org/10.1038/hdy.1968.48
Google Scholar

Piepho H. P. 1993. Use of the maximum likelihood method in the analysis of phenotypic stability. Biom. J. 35: 815 — 822. DOI: https://doi.org/10.1002/bimj.4710350709
Google Scholar

Piepho H. P. 1996. Comparing cultivar means in multilocation trials when the covariance structure is not circular. Heredity 76: 198 — 203. DOI: https://doi.org/10.1038/hdy.1996.28
Google Scholar

Piepho H. P. 1997. Analyzing genotype-environment data by mixed models with multiplicative effects. Biometrics, 53: 761 — 766. DOI: https://doi.org/10.2307/2533976
Google Scholar

Piepho H. P. 1998. Methods for comparing the yield stability of cropping systems — a review. J. Agron. Crop Sci. 180: 193 — 213. DOI: https://doi.org/10.1111/j.1439-037X.1998.tb00526.x
Google Scholar

Piepho H. P. 1999. Stability analysis using the SAS system. Agron. J. 91: 154 — 160. DOI: https://doi.org/10.2134/agronj1999.00021962009100010024x
Google Scholar

Piepho H. P., van Eeuwijk F. A. 2002. Stability analyses in crop performance evaluation. In: Crop improvement: Challenges in the twenty-first century. Kang, M. (ed.). Food Products Press, Binghamton, New York: 307 — 342.
Google Scholar

Rajfura A. 2002. Zastosowanie statystycznych miar stabilności i analizy skupień do oceny i selekcji genotypów owsa i pszenicy jarej. Praca doktorska, SGGW, Warszawa.
Google Scholar

Searle S. R. 1987. Linear models for unbalanced data. J. Wiley & Sons, New York: 490.
Google Scholar

Shukla G. K. 1972. Some statistical aspects of partitioning genotype x environment components of variability, Heredity 29: 237 — 245. DOI: https://doi.org/10.1038/hdy.1972.87
Google Scholar

Sivapalan S., O’Brien L. O., Ortiz-Ferrara G., Hollamby G. J., Barclay I., Martin P. J. 2000. An adaptation analysis of Australian and CIMMYT/ICARDA wheat germplasm in Australian production environments. Aust. J. Agric. Res. 51: 903 — 915. DOI: https://doi.org/10.1071/AR99188
Google Scholar

Yau S. K. 1995. Regression and AMMI analyses of genotype x environment interactions: an empirical comparison. Agron. J. 87: 121 — 126. DOI: https://doi.org/10.2134/agronj1995.00021962008700010021x
Google Scholar


Published
2003-06-30

Cited by

Mądry, W. (2003) “Using Shukla’s mixed model and the related joint regression model in analyses of stability and adaptation of genotypes : Part I. Theoretical considerations ”, Bulletin of Plant Breeding and Acclimatization Institute, (226/227), pp. 7–14. doi: 10.37317/biul-2003-0122.

Authors

Wiesław Mądry 
wieslaw_madry@sggw.edu.pl
Katedra Statystyki Matematycznej i Doświadczalnictwa, Szkoła Główna Gospodarstwa Wiejskiego w Warszawie Poland

Statistics

Abstract views: 153
PDF downloads: 28


License

Copyright (c) 2003 Wiesław Mądry

Creative Commons License

This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.

Upon submitting the article, the Authors grant the Publisher a non-exclusive and free license to use the article for an indefinite period of time throughout the world in the following fields of use:

  1. Production and reproduction of copies of the article using a specific technique, including printing and digital technology.
  2. Placing on the market, lending or renting the original or copies of the article.
  3. Public performance, exhibition, display, reproduction, broadcasting and re-broadcasting, as well as making the article publicly available in such a way that everyone can access it at a place and time of their choice.
  4. Including the article in a collective work.
  5. Uploading an article in electronic form to electronic platforms or otherwise introducing an article in electronic form to the Internet or other network.
  6. Dissemination of the article in electronic form on the Internet or other network, in collective work as well as independently.
  7. Making the article available in an electronic version in such a way that everyone can access it at a place and time of their choice, in particular via the Internet.

Authors by sending a request for publication:

  1. They consent to the publication of the article in the journal,
  2. They agree to give the publication a DOI (Digital Object Identifier),
  3. They undertake to comply with the publishing house's code of ethics in accordance with the guidelines of the Committee on Publication Ethics (COPE), (http://ihar.edu.pl/biblioteka_i_wydawnictwa.php),
  4. They consent to the articles being made available in electronic form under the CC BY-SA 4.0 license, in open access,
  5. They agree to send article metadata to commercial and non-commercial journal indexing databases.

Most read articles by the same author(s)

1 2 3 4 > >>