Apple Scion/Rootstock Selection and Planning for Michigan

R. Perry, J. Hull, and J. Clements, Michigan State University Extension

April 2000

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A. Scion Vigor

Enter the number in parentheses that corresponds with scion vigor:

I. Low vigor spur type varieties (1)

  • Redchief Del. (Campbell), etc.

II. Medium low vigor spur-type and precocious cultivars (2)

  • Empire, Idared, Vallee-Spur, Spur-Rome, Spur-Macs, Braeburn, Spur-Red Del. (Starkrimson, Starkspur, Sturdee etc.), Honeycrisp, etc.

III. Medium vigor (3)

  • Prime Red (Akane), Jonathan, Jonagold, Redcort, Gala, High Early Red Del., Golden Del., Early Red One Red Del., Tydeman's Red, Jonamac, etc.

IV. Vigorous (4)

  • Rome, Liberty, Sharp Red Del., Imperial Red Del., Lodi, McIntosh, Starking Red Del., Winesap, Paulared, Spartan, Melrose, Jerseymac, Redfree, Cortland, Wealthy, Top Red Del., Red Prince Red Del., Fuji, GingerGold, etc.

V. High vigor (6)

  • Northern Spy, Granny Smith, Mutsu, Rhode Island Greening, etc.


B. Rootstock Vigor

Enter the number in parentheses that corresponds with selected rootstock vigor:

(0) M.27, P22, G65

(0.5) Mark, M.9 NAKB, Bud.9

(1) M.9 EMLA, PJ2, RN 29

(2) Ottawa 3

(2.5) M.26, Interstem

(3) G.30

(5) M.7

(7) MM. 106

(9) MM. 111

 

C. Soil Type

Enter the number in parentheses that corresponds with your soil type:

(0) Sandy or gravelly soil to 4 ft. (droughty, no use of rootstocks in vigor code 0-1)

(1) Low fertility sandy loam or shallow soil < 3 ft.

(2) Moderate fertility, loam soil

(3) High fertility, clay loam, with good moisture retention (i.e., well drained but with good moisture in low areas)

 

D. Irrigation

Enter the number in parentheses that corresponds with your irrigation method:

(0) None

(1) Applied when needed, portable sprinkler etc.

(2) E. pan, trickle (i.e. 'Kenworthy Rule of Thumb,' start watering when growth starts at 1 gal./tree/year of tree age for 200 trees/acre; or 2 gal./tree/year tree age for 100 trees/acre; both up to 12 years of tree age)

  • (note: irrigation recommended for rootstocks in vigor codes 0-1)

 

E. Management Intensity

Enter the number in parentheses that corresponds with your anticipated level of management intensity:

(0) High intensity; winter and summer pruning & spread/tie limbs for first six years; staked trees on dwarf rootstocks*

(1) Medium intensity -- winter and summer pruning

(3) Low intensity -- winter pruning only

 

* For high-density systems, enter the number in parentheses here that corresponds with the following system factors. Otherwise leave as or enter 1.

 

(0.7) Vertical Axis and HyTec

(0.6) Slender Spindle

(0.4) V-trellis

 

Finally, enter anticipated tree height in feet:

 

NOW IN-ROW and ACROSS-ROW Tree Spacing based on above input (assumes North/South row direction):

 

RESULT: Feet between trees IN-ROW.


RESULT: Feet between trees ACROSS-ROW.


The formula: (assume North/South row direction)

In-row tree spacing =
Scion vigor + Rootstock vigor + Soil type + Irrigation + Management Intensity (*)
* For high density systems multiply In-row tree spacing by system factors
Vertical Axe and Hytec (0.7), Slender Spindle (0.6), V Trellis (0.4).

Row spacing width (minimum distance) = 1.3 x expected or projected tree height
(for East/West row direction = use 1.5)

Example 1: Idared / M.26, sandy (droughty) soil, drip irrigated, on stakes, expect 12 ft. high tree:
In-row tree spacing =(A.) 2 + (B.) 2.5 + (C.) 1 + (D.) 2 + (E.) 0 = 7.5 feet
Row spacing = 1.3 x 12 = 15.6 feet (7.5 x15.6 ft).

Ex. 2: McIntosh / MM.106, sandy soil, no irrigation, low intensity, expect 14 ft. high tree:
In-row tree spacing = 4 + 7 + 0 + 0 + 3= 14 feet
Row spacing = 1.3 x 14 = 18.2 feet (14 x18.2 ft).

Ex. 3: Jonagold / M.9 EMLA, fair vigor soil, drip irrigated, V.Axe, expect 10 ft. high tree:
In-row tree spacing = 3 + 1 + 2 + 2 + 0 = 8 x 0.7 = 5.6 feet
Row spacing = 1.3 x 10 = 13 feet (5.6 x13 ft).

Ex. 4: Empire / Mark, vigorous clay loam soil, drip irrig., slender spindle, expect 8 ft. high tree:
In-row tree spacing = 2 + 1 + 3 + 2 + 0 = 8 x 0.6 = 4.8 feet
Row spacing = 1.3 x 8 = 10.4 feet (4.8 x 10.4 ft).

References

Crassweller, R. M. and P.H. Heinemann and E.G. Rajotte. 1989. An expert system on a microcomputer for determining apple tree spacing. HortScience 24 (1): 148.

Barritt, B. 1991. The Hytec orchard system for apples. Compact Fruit Tree 24: 17-25.

Barritt, B. 1991. Choosing the components of an orchard system. Compact Fruit Tree 24: 26-30.

Oberhofer, H. 1987. Schnitt der schlanken spindel. Pub. Sudtiroler Ber. Obst und Wein Bau. p. 83.

Perry, R.L. 1989. Why tree stakes are becoming so popular. Compact Fruit Tree 22:33-34.

Lespinase, J.M. 1980. La conduite du pommier, l'axe vertical la renovation des vergers 2e partie. Cebtre Technique Interprofessional des Fruits et Legumes, Paris. 120 p.