Designing pest-suppressive multistrata perennial crop systems: shade-grown coffee in Central America

During most of its cultivation in Central America, coffee (Coffea arabica L.) suffered few serious pest problems. However, over the past three decades, three factors contributed to significantly increase pest levels and losses: the recent introduction of new pests; more favorable conditions for existing pests, diseases, and weeds due to lower shade levels; and secondary pest problems caused by pesticide use. The strategy of maximizing coffee production with pest control dominated by synthetic pesticides has not only increased yields substantially, but also production costs, pesticide resistance, and both human health and environmental risks. An analysis of the response of the food web in coffee plantations to varying levels of light and humidity associated with different shade levels provides the basis for identifying the optimum shade conditions which minimize the entire pest complex and maximize the effects of beneficial microflora and fauna acting against it. These optimum shade conditions for pest suppression differ with climate, altitude, and soils. The selection of tree species and associations, density and spatial arrangement, as well as shade management regimes are critical decisions for shade strata design. Site-specific knowledge of the seasonal food web dynamics permits growers to determine the appropriate seasonal shade management in order to further suppress pest levels. For example in a low-elevation dry coffee zone, 35 to 65% shade promotes leaf retention in the dry season and reduces Cercospora coffeicola, weeds, and Planococcus citri; at the same time, it increases the effectiveness of microbial and parasitic organisms without contributing to increased Hemileia vastatrix levels or reducing yields. In these conditions, shade should be at a maximum early in the dry season and at a minimum by the middle of the rainy season. Further research is needed on: the effects of individual tree species on the food web; the role of canopy architecture for coffee vigor, photosynthesis, leaf drying, pest susceptibility, and pruning regimes; and on simple observation methods and decision criteria for farmer management of tree-coffee-food web interactions. This revised version was published online in June 2006 with corrections to the Cover Date.     

Soil characteristics below <Emphasis Type="Italic">Erythrina poeppigiana</Emphasis> in organic and conventional Costa Rican coffee plantations

The impact of Erythrina poeppigiana on soil characteristics, at three different positions relative to the shade tree and from three different soil depths, was evaluated in pairs of comparable Costa Rican coffee farms (organic and conventional) in 2000 and 2004. In the conventional system at 0–5 cm, higher C and N concentrations were found close to the shade tree versus the positions 2 m from the trunk (5.04 vs. 4.18%). This positive effect could influence only 20% of the farm area when high population of E. poeppigiana were used. This finding highlighted the importance of E. poeppigiana in maintaining SOM levels. In contrast, the organic system showed similar C and N concentrations for all positions probably due to an even distribution of pruning residues and to the use of organic amendments. A trend to higher total C and N concentrations for organic farms in comparison to conventional farms was found. No significant temporal changes in soil C or N concentrations were found between 2000 and 2004.     

Fine-root dynamics of coffee in association with two shade trees in Costa Rica

Fine-root dynamics (diameter < 2.0 mm) were studied on-farm in associations of Coffea arabica with Eucalyptus deglupta or Terminalia ivorensis and in a pseudo-chronosequence of C. arabica-E. deglupta associations (two, three, four and five years old). Coffee plants were submitted to two fertilisation types. Cores were taken in the 0–40 cm soil profile two years after out-planting and subsequently in the following year in depth layers 0–10 and 10–20 cm, during and at the end of the rainy season, and during the dry season. Fine root density of coffee and timber shade trees was greater in the coffee fertilisation strip as compared to unfertilised areas close to the plants or in the inter-rows. Coffee fine roots were more evenly distributed in the topsoil (0–20 cm) whereas tree fine roots were mostly found in the first 10 cm. Although the two tree species had approximately the same fine root length density, lower coffee / tree fine root length density ratios in T. ivorensis suggest that this shade tree is potentially a stronger competitor with coffee than E. deglupta. Coffee and tree fine root length density for 0–10 cm measured during the rainy season increased progressively from two to five-year-aged associations and coffee fine root length density increased relatively more than E. deglupta fine root length density in the four and five-year-aged plantations suggesting that contrary to expectations, coffee fine roots were displacing tree fine roots.     

Shade improves coffee quality in a sub-optimal coffee-zone of Costa Rica

Quality is an important attribute of coffee. Therefore it is important to understand the effect of overstory trees not only on the environment and long-term coffee production, but also on the quality of coffee grown underneath the trees. This study compared coffee quality of Coffea arabica L. vars. Caturra and Catimor 5175 under different levels of shade in a low-elevation, sub-optimal environment for coffee in Costa Rica. Fruit weight and bean size increased significantly when shade intensity was increased from 0% to more than 80% under unpruned Erythrina poeppigiana. While large beans (diameter > 6.7 mm) accounted for 49 and 43% of the coffee from unshaded Caturra and Catimor, respectively, these proportions increased to 69 and 72% under dense permanent shade. This suggested a stronger shade benefit for Catimor than for Caturra. The conversion percentages from fresh-weight coffee fruits to dry-weight green coffee for export were not affected by the treatments. A blind tasting experiment showed consistent shade-induced improvements in appearance of green and roasted coffee as well as in acidity and body of the brew for both varieties. The effect of shade on aroma of the brew was neutral for Caturra and slightly negative for Catimor. It is hypothesized that, in the sub-optimal (low-altitude) coffee-zone studied, shade promotes slower and more balanced filling and uniform ripening of berries, thus yielding a better-quality product than unshaded coffee plants. Shade experiments along environmental gradients should help to validate this conjecture and its relative importance in different coffee-zones.     

Growth and yield of coffee plants in agroforestry and monoculture systems in Minas Gerais, Brazil

This research compared coffee plants (Coffea arabica L.) grown in an agroforestry and monoculture systems. Data were collected during two years, on vegetative growth, reproductive development, nutritional status and yield of coffee, besides monitoring air temperature and the tree growth. All trees in agroforestry system increased in growth, resulting in a reduction in the magnitude of the diurnal temperature variation and also maximum temperature. Coffee plants in agroforestry system had less branch growth and leaf production, more persistent and larger leaves, and presented earlier flowering, with a smaller number of productive nodes and flower buds, leading to smaller berry yield than plants in monoculture system. In both systems, the coffee plants showed adequate leaf nutrient levels, except for P and K. The yield of 2443 kg ha^-1 of coffee from the monoculture was greater than 515 kg ha^-1 of coffee from the agroforestry system.     

The contribution of non-managed social bees to coffee production: new economic insights based on farm-scale yield data

Fruit set and quality of highland coffee (Coffea arabica) have been experimentally shown to be higher with bee-mediated or manual pollen supplementation than with autonomous self-pollination. Based on extrapolation from these small-scale experiments, very substantial monetary values for the pollination service have recently been suggested. However, previous research has not included direct measurement of coffee yield at a farm level in relation to pollinator activity, testing if pollinators are not only limiting fruit set and quality, but also coffee yield and farm profit. The extrapolations from small-scale experiments may be subject to error, because resource reallocation during fruit development, associated with enhanced pollination, was neglected, and many studies were restricted to a single coffee farm, limiting the validity of extrapolation. Here, we investigate the relationship between coffee yield and the community of coffee flower-visiting bees on 21 farms in Ecuador, where coffee is grown under tree shade. Our data show, for the first time on a farm-scale, that coffee yield was positively related to the density of non-managed, social flower-visiting bees per coffee shrub, but not to the number of inflorescences per shrub. Our data revealed that a fourfold increase in bee density was associated with an 80% increase in yield and an 800% increase in net revenues. Consequently, in our study higher yield associated with increased pollination generated higher revenues per hectare, so that farm profit was higher when bees were abundant.     

Abandonement of coffee agroforests increases insect abundance and diversity

Shade coffee including many tree species is known to support generally high biodiversity. Due to low coffee prices on the world market, many farmers have abandoned their farms, thereby creating a new ecosystem type, which has attracted increasing interest for biodiversity conservation. Here we used pyrethrum knockdown samples to compare the arthropod community on coffee plants of six traditionally managed coffee agroforests with those of six abandoned coffee agroforests in coastal Ecuador. We investigated eight randomly selected coffee shrubs per site, six of them inside and two at the edge. All arthropods were identified to orders and beetles to morphospecies. We additionally sampled the vegetation to test for vegetation-mediated effects on the arthropod community. The number of arthropod individuals was higher in abandoned than managed coffee, driven by the abundance of Arachnida, Blattaria, and Heteroptera, and higher in the edge than in the centre of the abandoned agroforests. Higher arthropod abundance appeared to be closely related to arthropod diversity, as shown for beetles (r = 0.79, n = 96). Contrary to expectations, predator-prey ratios in managed agroforests was as high as in the abandoned ones. In conclusion, abandonment of coffee agroforests greatly encourages arthropod communities, in particular in the habitat edges, and therefore, should be considered in landscape management for conservation.     

Cooperative management and its effects on shade tree diversity,soil properties and ecosystem services of coffee plantations in western El Salvador

We compared how management approaches affected shade tree diversity, soil properties, and provisioning and carbon sequestration ecosystem services in three shade coffee cooperatives. Collectively managed cooperatives utilized less diverse shade, and pruned coffee and shade trees more intensively, than individual farms. Soil properties showed significant differences among the cooperatives, with the following properties contributing to differentiation: N, pH, P, K, and Ca. Higher tree richness was associated with higher soil pH, CEC, Ca, and Mg, and lower K. Higher tree densities were associated with lower N, K, and organic matter. Although we found differences in the incidence of provisioning services (e.g., fruit), all plantations generated products other than coffee. No differences were observed between C-stocks. The history and institutional arrangements of cooperatives can influence management approaches, which affect ecosystem properties and services. Our study corroborates that interdisciplinary investigations are essential to understand the socio-ecological context of tropical shade coffee landscapes.     

Timber harvest,damage to crop plants and yield reduction in two Costa Rican coffee plantations with Cordia alliodora shade trees

Both model and field estimations were made of the damage inflicted to coffee plants due to the harvest of timber shade trees (Cordia alliodora) in coffee plantations. Economic analyses were made for different coffee planting densities, yields, and both coffee and timber prices.Damage due to tree felling and log skidding should not be a major limitation to the use of timber shade trees in coffee plantations. The timber price that would balance all discounted losses and benefits to zero, for scenarios with and without trees ranged between 8–20 US $/m³ (current overbark log volume at the saw mill yard is US$ 66/m³). There will be lower margins for coffee damage in high yielding plantations, specially in years of good coffee prices. Nevertheless, the use of timber shade trees is recommended even in these scenarios.     

Fine root dynamics of shaded cacao plantations in Costa Rica

Root turnover may contribute a significant proportion of recycled nutrients in agroforestry systems and competition between trees and crops for nutrients and water may depend on temporal fine root regrowth patterns. Fine root biomass ( 2 mm) and fine root productivity were measured during one year in plantations of cacao (Theobroma cacao) shaded by Erythrina poeppigiana or Cordia alliodora planted on a deep alluvial soil in Turrialba, Costa Rica. Fine root biomass of approximately 1.0 Mg ha^–1 varied little during the year with maximum values at the beginning of the rainy season of 1.85 Mg ha^–1 in the cacao-C. alliodora system compared to 1.20 Mg ha^–1 for cacao-E. poeppigiana. Fine root productivity of C. alliodora and E. poeppigiana (maximum of 205 and 120 kg ha^–1 4 week^–1, respectively) was greatest at the end of the rainy season, while for cacao it was greatest at the beginning of the rainy season (34–68 kg ha^–1 4 week^–1), which suggests that if nutrient competition occurs between the shade trees and the cacao, it could be minimized by early fertilization during the beginning of the rains immediately after pruning the shade trees. Annual fine root turnover was close to 1.0 in both systems. Assuming that fine root biomass in these mature plantations was constant on an annual basis, nutrient inputs from fine root turnover were estimated as 23–24 (N), 2 (P), 14–16 (K), 7–11 (Ca) and 3–10 (Mg) kg ha^–1 year^–1, representing 6–13% and 3–6% of total nutrient input in organic matter in the C. alliodora and E. poeppigiana systems, respectively.     

Establishment of two indigenous timber species in dairy pastures in Costa Rica

A silvopastoral model that combines the production of pasture herbage with valuable native timber species has potential to simultaneously address the multiple goals of reforestation, conservation of native species and enterprise intensification. The objective of this study was to design, establish and monitor early growth of a silvopastoral experiment on a dairy farm in the north Atlantic zone of Costa Rica. Two indigenous timber species, Vochysia guatemalensis and Hyeronima alchorneoides were planted with and without the tropical pasture legume, Arachis pintoi in a split plot design, (2 × 2) factorial arrangement of treatments with four replications. After the first two years, V. guatemalensis was significantly taller (3.1 m) than H. alchorneoides (2.5 m). The mean root collar diameter for V. guatemalensis was significantly larger (6.5 cm) than H. alchorneoides (4.5 cm). Two-year establishment was acceptable for the tree component (83 to 85% survival) but poor for A. pintoi (2 to 8% of the sward). The most important pest affecting the establishment of the timber species was the leaf cutter ant, Atta cephalotes. An insect larvae, Cosmopterix sp., severely damaged 39% of the V. guatemalensis trees by repeatedly attacking their apical meristems. The two-year establishment data was insufficient to accurately predict future wood volume. A hypothetical economic analysis concluded that the silvopastoral system must average at least 1.2 m³ wood volume/paddock/year (20 m³/ha/year) throughout the first ten years of growth to assure a positive economic return from timber. The experiment is planned for a ten year period, which corresponds to the estimated rotation length for harvesting the timber species. This revised version was published online in June 2006 with corrections to the Cover Date.     

Production and phenology of the fruit shrub Eugenia stipitata in agroforestry systems in Costa Rica

Arazá (Eugenia stipitata), a fruit shrub originating from Western Amazonia, was evaluated growing in association with timber shade trees (Acacia mangium or Cordia alliodora) or with plantain (Musa sp.) as a potential commercial species for the tropical moist lowlands of Talamanca, Costa Rica. Height and crown width of the four-year-old shrubs varied between 2.7–2.8 m and 2.9–3.1 m, respectively. Flowering was positively correlated with initial fruit formation 1 month later and initial fruit formation with fully developed fruits a subsequent month after that. Three to four-year-old plants produced 20.0, 20.0, and 24.5 t ha⁻¹ yr⁻¹ (fresh fruits) in associations with A. mangium, C. alliodora and plantain, respectively, with higher production in rainy months. Fruit production in later years under C. alliodora (six to eight-year-old shrubs) was 26.5 t ha⁻¹ yr⁻¹. Where markets exist for E. stipitata fruit, the association can be recommended for tropical humid lowlands of Central America.     

Semi-forest coffee cultivation and the conservation of Ethiopian Afromontane rainforest fragments

Coffea arabica shrubs are indigenous to the understorey of the moist evergreen montane rainforest of Ethiopia. Semi-forest coffee is harvested from semi-wild plants in forest fragments where farmers thin the upper canopy and annually slash the undergrowth. This traditional method of coffee cultivation is a driver for preservation of indigenous forest cover, differing from other forms of agriculture and land use which tend to reduce forest cover. Because coffee farmers are primarily interested in optimizing coffee productivity, understanding how coffee yield is maximized is necessary to evaluate how, and to what extent, coffee production can be compatible with forest conservation.Abiotic variables and biotic variables of the canopy were recorded in 26 plots within 20 forest fragments managed as semi-forest coffee systems near Jimma, SW Ethiopia. In each plot, coffee shrub characteristics and coffee yield were recorded for four coffee shrubs. Cluster and indicator species analyses were used to differentiate plant communities of shade trees. A multilevel linear mixed model approach was then used to evaluate the effect of abiotic soil variables, shade tree plant community, canopy and stand variables, coffee density and coffee shrub size variables on coffee yield.Climax species of the rainforest were underrepresented in the canopy. There were three impoverished shade tree communities, which differed in tree species composition but did not exhibit significant differences in abiotic soil variables, and did not directly influence coffee yield. Coffee yield was primarily determined by coffee shrub branchiness and basal diameter. At the stand level a reduced crown closure increased coffee yield. Yield was highest for coffee shrubs in stands with crown closure less than median (49 ± 1%). All stands showed a reduced number of stems and a lower canopy compared to values reported for undisturbed moist evergreen montane rainforests.Traditional coffee cultivation is associated to low tree species diversity and simplified forest structure: few stems, low canopy height and low crown closure. Despite intensive human interference some of the climax species are still present and may escape local extinction if they are tolerated and allowed to regenerate. The restoration of healthy populations of climax species is critical to preserve the biodiversity, regeneration capacity, vitality and ecosystem functions of the Ethiopian coffee forests.     

Benefits and costs of intercropping reforestation in the Atlantic lowlands of Costa Rica.

Agroforestry options as a means of promoting reforestation were testedby establishing with 10 farmers simple comparisons between pure plantations andtimber trees with annual or perennial intercrops. Two year-old intercroppedtrees on-farm had 22–48% greater height and 24–38% greater diameterthan trees in pure plantations. The exception was Cordiaalliodora that did not respond significantly to intercropping withcassava (Manihot esculenta). Only intercrops with the mostvaluable crops on agricultural soils produced a return to labour above thedailywage rate. On non-agricultural soils, farmers only intercrop a small area oftheir plantations with subsistence crops to meet home consumption needs. In thecontext of Costa Rica intercropping appeared to have a limited potential tofinance the reforestation costs of farmers.     

Coffee yields and soil nutrients under the shades of Inga sp. vs. multiple species in Chiapas, Mexico

For many decades, simplification of traditionally shaded coffee-production systems has been an idealised model for increasing yields. In Mexico, coffee producers have been interested in replacing diverse natural shade with Inga species monocultures due to this practice having the supposed advantages of producing higher coffee yields than diverse shade. However, the effect of different shade systems on yields is little known. The purpose of this study was to evaluate the effect of two types of shaded-coffee systems on coffee yields and soil nutrient content; the first shade system is mainly dominated by Inga latibracteata Harms and the other composed of species-rich natural vegetation. The investigation took place in producer plots in the Francisco I. Madero Community, Municipality of Jitotol, Chiapas, Mexico. Collected data included species richness, shade-tree density, number of strata, tree diameter, tree height, shade-cover percentage, direct and diffused light, coffee yields, soil-nutrient concentrations (N, P, K, Ca and Mg), soil-organic matter and pH. Evaluated shade type did not have an effect on grain yield or soil nutrients. The perceived advantage of the Inga shade system is reduced weed emergence, saving farmers one annual weed-clearing. There was no significant correlation between total N and organic matter. The presence of fewer products and services in comparison to the multiple shade system was thought to be an additional disadvantage to the Inga dominated system. Organic matter in the multiple shade system correlated positively with total N. Due to its complex structure and diversity, the multiple shade system could be certified as shade or bird-friendly coffee. This revised version was published online in June 2006 with corrections to the Cover Date.     

Initial growth of pioneer timber tree species in a Taungya system in the humid lowlands of Costa Rica

The temporary association of annual crops in juvenile tree plantations (Taungya system) can reduce or offset the initial costs of reforestation and hence provide incentives for tree planting on private farms. A replicated systematic spacing design, derived from a Nelder-fan design, was used to study the effects of tree-crop distance on growth and development of the timber species salmwood (Cordia alliodora) or eucalyptus (Eucalyptus deglupta), associated with maize (Zea mays) or cassava (Manihot esculenta), during the first year after transplanting the trees on two sites on alluvial soils in the humid lowlands of Costa Rica. Association with maize did not affect mean tree growth. However, mean eucalyptus and salmwood heights of 7–8 m and 3–4 m, respectively, after one year in pure plantation or associated with maize, were only 4.7 m and 1.4 m, respectively, when associated with cassava. Wider tree – crop spacings were more important for initial salmwood growth than for eucalyptus. It was concluded that the shoot growth characteristics (continuous or episodical growth) of the timber species is a very important consideration when selecting associated agricultural crop species and tree-crop distances.     

Species and site selection for timber production on farm boundaries in the humid Atlantic Lowlands of Costa Rica and Panama

In 1987–89 the CATIE-GTZ Agroforestry Project set up experiments with five timber tree species planted in single lines on twelve farm boundaries in cooperation with local farmers. When the trees were five years old, their height, diameter and total stem volume were: Acacia mangium 17 m, 19 cm and 67 m³ km^–1, Cordia alliodora 14 m, 20 cm and 46 m³ km^–1, Eucalyptus deglupta 22 m, 24 cm and 85 m³ km^–1, Tectona grandis 17 m, 20 m and 64 m³ km^–1, Terminalia ivorensis 18 m, 23 cm and 104 m³ km^–1. Considering these excellent growth rates, planting of Cordia alliodora, Eucalyptus deglupta and Tectona grandis in lines on farm boundaries should be promoted. T. ivorensis and A. mangium are not recommendable for sites with impeded drainage because of mortality caused by root rot, mostly due to Rosellinia sp.     

Litter production and nutrient cycling in coffee (Coffea arabica) or cacao (Theobroma cacao) plantations with shade trees

The relative importance of N fixation, organic material inputs and nutrient inputs in litterfall, as justifications for including shade trees in plantations of coffee or cacao, is discussed. According to existing data, N fixation by leguminous shade trees does not exceed 60 kg.N/ha/a. However, these trees contribute 5,000–10,000 kg. organic material/ha/a.Comparisons are made between the leguminous shade tree Erythrina poeppigiana and the non-leguminous timber tree Cordia alliodora. The former, when pruned 2 or 3 times/a., can return to the litter layer the same amount of nutrients that are applied to coffee plantations via inorganic fertilizers, even at the highest recommended rates for Costa Rica of 270 kg.N, 60 kg.P, 150 kg.K/ha/a. The annual nutrient return in this litterfall represents 90–100 percent of the nutrient store in above-ground biomass of E. poeppigiana, and hence the consequences of competition with the crop should not be a serious limitation. In the case of C. alliodora, which is not pruned, nutrient storage in the tree stems, especially of K, is a potential limiting factor to both crop and tree productivity.It is concluded that, in fertilized plantations of cacao and coffee, litter productivity is a more important shade tree characteristic than N fixation.An early version of this review was presented at the CATIE-IUFRO meeting Los Arboles de Uso Multiple en Sistemas Agroforestales, June 1985, Turrialba, Costa Rica.     

Implementing on-farm agroforestry research: lessons learned in Talamanca,Costa Rica

The rapid appraisal and farmer selection procedures, preceding the establishment of over fifty agroforestry research trials on farms in Talamanca, Costa Rica are described. The highest probability of success and impact of these long-term collaborative trials is obtained by selecting innovative, experienced, motivated and locally respected farmers. The methodological lessons learned from implementing three types of researcher managed trials (shade-cacao; black pepper on living support posts; timber production in boundary lines) are discussed. The importance of fitting farmer selection criteria to project objectives, experimental designs to on-farm limitations, and project goals to farmers' goals, are emphasized.