The study, characterization, observation, and quantification of plant root growth and root systems (Rhizometrics) has been and remains an important area of research in all disciplines of plant science. In the horticultural industry, a large portion of the crops grown annually are grown in pot culture. Root growth is a critical component in overall plant performance during production in containers, and therefore it is important to understand the factors that influence and/or possible enhance it. Quantifying root growth has varied over the last several decades with each method of quantification changing in its reliability of measurement and variation among the results. Methods such as root drawings, pin boards, rhizotrons, and minirhizotrons initiated the aptitude to measure roots with field crops, and have been expanded to container-grown plants. However, many of the published research methods are monotonous and time-consuming. More recently, computer programs have increased in use as technology advances and measuring characteristics of root growth becomes easier. These programs are instrumental in analyzing various root growth characteristics, from root diameter and length of individual roots to branching angle and topological depth of the root architecture. This review delves into the expanding technologies involved with expertly measuring root growth of plants in containers, and the advantages and disadvantages that remain.

The objective of this study was to evaluate a pine tree substrate (PTS) for decomposition, changes in physical and chemical properties, and substrate carbon dioxide (CO ₂ ) efflux (microbial activity) during a long-term production cycle under outdoor nursery conditions. Substrates used in this study were PTS constructed using a 4.76-mm hammer mill screen and aged pine bark (PB). Plastic nursery containers were filled with each substrate and amended with either 4.2 or 8.4 kg·m ⁻³ Osmocote Plus fertilizer and planted with Cotoneaster horizontalis or left fallow. Substrate solution chemical properties and nutrient concentrations were determined each month during the summers of 2006 and 2007 in addition to measuring substrate CO ₂ efflux (μmol CO ₂ /m ⁻² ·s ⁻¹ ) as an assessment of microbial activity. Substrate breakdown (decomposition) was determined with particle size analysis and physical property determination on substrates at the conclusion of the study (70 weeks). Substrate solution pH was higher in PTS than in PB at both fertilizer rates in 2006, but pH levels decreased over time and were lower in PTS at both fertilizer rates in 2007. Substrate solution electrical conductivity levels, nitrate, phosphorus, and potassium concentrations were all generally higher in PB than in PTS at both fertilizer rates through both years. Pine tree substrate decomposition was higher when plants were present in the containers [evident by an increase in fine substrate particles (less than 0.5 mm) after 70 weeks], but breakdown was equal at both fertilizer rates. Shrinkage of PTS in the presence of plants was equal to the shrinkage observed in PB with plants, but shrinkage was higher in fallow PTS containers than PTS with plants. Substrate air apace (AS) was highest in PTS and container capacity (CC) was equal in PB and PTS at potting. Substrate AS decreased and CC increased in both substrates after 70 weeks but remained in acceptable ranges for container substrates. Substrate CO ₂ efflux rates were higher in PTS compared with PB at both fertilizer rates indicating higher microbial activity, thereby increasing the potential for nutrient immobilization and substrate breakdown. This work provides evidence that PTS decomposition is unaffected by fertilizer rate and that substrate shrinkage in containers with plants is similar to PB after two growing seasons (70 weeks), which addresses two major concerns about the use and performance of PTS for long-term nursery crop production. This work also shows that the higher microbial activity in PTS increases the potential of microbial nutrient immobilization, which is likely the reason for the lower substrate nutrient levels reported for PTS compared with PB over 70 weeks.

Pine tree substrates (PTSs) may provide growers with sustainable substrate component options. Improved processing of PTS components has provided new materials with little scientific evaluation or understanding of their hydrophysical behavior and properties. Moisture retention characteristics were developed for two PTSs and four traditional greenhouse components: sphagnum peat, coconut coir, perlite, pine bark, shredded-pine-wood (SPW), and pine-wood-chips (PWC). Mixtures of peat containing 10%, 20%, 30%, 40%, and 50% of perlite, SPW, or PWC were also characterized. Hydrophysical properties were measured, allowing for comparison of the PTS components to the more traditional substrate components (peat, coir, perlite, and pine bark). The SPW was constructed to retain water similarly to peat and pine bark, whereas the PWC was made to increase drainage like perlite. Shredded pine wood had higher total porosity and more easily available water than did PWC components. Total porosities of SPW and PWC were similar to pine bark and coir; air space and drainage were higher than peat and coir because of the lower percentage of fine particles in the PTS components. The two PTS components had a greater influence on water drainage and retention dynamics than did perlite when amended with peat as an aggregate. Water release patterns of SPW or PWC components at low tensions were lower than peat and greater than pine bark; drainage was similar to perlite at higher tensions. Equilibrium capacity variable models predicted similar physical properties (and trends) across multiple container sizes for peat mixes amended with perlite, SPW, or PWC. The impact of PWC on drainage and aeration was similar to perlite in all containers, but these effects were greater in smaller containers.

The objective of this study was to compare substrate solution nitrogen (N) availability, N immobilization, and nutrient leaching in a pine tree substrate (PTS), peat-lite (PL), and aged pine bark (PB) over time under greenhouse conditions. Pine tree substrate was produced from loblolly pine logs ( Pinus taeda L.) that were chipped and hammer-milled to a desired particle size. Substrates used in this study were PTS ground through a 2.38-mm hammer mill screen, PL, and aged PB. A short-term (28-d) N immobilization study was conducted on substrates fertilized with 150 or 300 mg·L ⁻¹ NO ₃ -N. Substrates were incubated for 4 days after fertilizing and NO ₃ -N levels were determined initially and at the end of the incubation. A second medium-term study (10-week) was also conducted to evaluate the amount of N immobilized in each substrate when fertilized with 100, 200, 300, or 400 mg·L ⁻¹ N. In addition to determining the amounts of N immobilized, substrate carbon dioxide (CO ₂ ) efflux (μmol CO ₂ /m ⁻² ·s ⁻¹ ) was also measured as an assessment of microbial activity, which can be an indication of N immobilization. A leaching study on all three substrates was also conducted to determine the amount of nitrate nitrogen (NO ₃ -N), phosphorus, and potassium leached over 14 weeks under greenhouse conditions. Nitrogen immobilization was highest in PTS followed by PB and PL in both the short- and medium-term studies. Nitrogen immobilization increased as fertilizer rate increased from 100 mg·L ⁻¹ N to 200 mg·L ⁻¹ N in PL and from 100 mg·L ⁻¹ N to 300 mg·L ⁻¹ N for PB and PTS followed by a reduction or no further increase in immobilization when fertilizer rates increased beyond these levels. Nitrogen immobilization was generally highest in all substrates 2 weeks after potting, after which immobilization tended to decrease over the course of several weeks with less of a decrease for PTS compared with PL and PB. Substrate CO ₂ efflux levels were highest in PTS followed by PB and PL at each measurement in both the short- and medium-term studies. Patterns of substrate CO ₂ efflux levels (estimate of microbial populations/activity) at both fertilizer rates and over time were positively correlated to N immobilization occurrence during the studies. Nitrate leaching over 14 weeks was lower in PTS than in PB or PL through 14 weeks. This work provides evidence of increased microbial activity and N immobilization in PTS compared with PB and PL. Increased N immobilization in PTS explains the lower nutrient (primarily N) levels observed in PTS during crop production and justifies the additional fertilizer required for comparable plant growth to PL and PB. This work also provides evidence of less NO ₃ -N leaching in PTS compared with PL or PB during greenhouse crop production despite the higher fertilizer rates required for optimal plant growth in PTS.

This work was conducted to evaluate the effect of limestone additions to pine tree substrate (PTS) and PTS amended with peatmoss on pH and plant growth. ‘Inca Gold’ marigold ( Tagetes erecta L.) and ‘Rocky Mountain White’ geranium ( Pelargonium × hortorum L.H. Bailey) were grown in three PTSs—100% PTS, PTS plus 25% peatmoss (v/v), and PTS plus 50% peatmoss (v/v)—made from freshly harvested loblolly pine trees ( Pinus taeda L.) chipped and hammermilled through a 4.76-mm screen and a peatmoss/perlite (4:1 v/v; PL) control. Each substrate was amended with various rates of dolomitic limestone and used to grow marigolds in 10-cm square (l-L) plastic containers and geraniums in round 15-cm (1.25-L) plastic containers in a glasshouse. Regardless of limestone rate, pH was highest in 100% PTS and decreased with peat additions with PL having the lowest pH. As percent peat increased from 25% to 50%, more limestone was required to adjust pH to a particular level showing that PTS is more weakly buffered against pH change than peatmoss. Adding limestone did not increase the growth of marigold in 100% PTS, but additions of limestone did increase growth of marigold when grown in PTS containing peatmoss or in PL. Geranium growth was higher in PTS containing peatmoss (25% or 50%) and PL than in 100% PTS at all limestone rates. This research demonstrates that PTS produced from freshly harvested pine trees has an inherently higher pH than PL, and the additions of peatmoss to PTS require pH adjustment of the substrate for optimal plant growth.

The use of freshly harvested and processed pine trees as a container substrate for greenhouse and nursery crop production is a relatively new concept, and fundamental knowledge of the construction of a pine tree substrate (PTS) for optimal physical properties is insufficient. Therefore, this research was conducted to determine the influence of mixing PTSs produced with different wood particle sizes and adding other amendments to PTS on substrate physical properties and plant growth compared with traditional substrates. Coarse pine wood chips produced from 15-year-old loblolly pine trees ( Pinus taeda L.) were ground in a hammermill fitted with either a 4.76-mm screen or with no screen (PTS-NS) allowing a fine and a coarse particle PTS to be produced. Increasing proportions of the finer (4.76-mm) PTS to the coarser PTS (PTS-NS) resulted in increased container capacity (CC) and shoot growth of ‘Inca Gold’ marigold ( Tagetes erecta L.). In another study, PTSs were manufactured in a hammermill fitted with different screen sizes: 4.76, 6.35, 9.54, or 15.8 mm as well as PTS-NS. After being hammermilled, each of the five PTSs was then amended (by mixing) with 10% sand (PTS-S), 25% peatmoss (PTS-PM), or left unamended. Pine tree substrates were also produced by adding 25% aged pine bark (PB) to pine wood chips before being ground in a hammermill with each of the five screen sizes mentioned (PTS-HPB). These five substrates were used unamended as well as amended with 10% sand after grinding (PTS-HPBS). Control treatments included peat-lite (PL) and 100% aged PB for a total of 27 substrates evaluated in this study. Container capacity and marigold growth increased as screen size decreased and with the additions of peatmoss (PTS-PM) or hammering with PB (PTS-HPB) to PTS. Container capacity for all substrates amended with peatmoss or PB was within the recommended range of 45% to 65% for container substrates, but only with the more finely ground PTS-4.76-mm resulted in marigold growth comparable to PL and PB. However, when the PTS-NS was amended by mixing in 25% peat or hammering with 25% PB, growth of marigold was equal to plants grown in PL or PB. In a third study, hammering PTS-NS with 25% PB followed by the addition of 10% sand increased dry weight of both azalea ( Rhododendron × hybrida ‘Girard Pleasant White’) and spirea ( Spiraea nipponica Maxim. ‘Snowmound’) resulting in growth equal to plants grown in 100% PB. This work shows that amending coarsely ground PTS with finer particle PTS or with other materials (peatmoss, aged PB, or sand) can result in a substrate with comparable physical properties such as CC and plant growth compared with 100% PL or PB.