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Two-Line Hybrid

Rice Breeding
Manual

S.S. Virmani
Z.X. Sun
T.M. Mou
A. Jauhar Ali
C.X. Mao
Two-Line Hybrid
Rice Breeding
Manual

S.S. Virmani
Z.X. Sun
T.M. Mou
A. Jauhar Ali
C.X. Mao

INTERNATIONAL RICE RESEARCH INSTITUTE

i
The International Rice Research Institute (IRRI) was established in 1960 by
the Ford and Rockefeller Foundations with the help and approval of the Gov-
ernment of the Philippines. Today IRRI is one of 16 nonprofit international
research centers supported by the Consultative Group on International Agri-
cultural Research (CGIAR – www.cgiar.org).
IRRI receives support from several CGIAR members, including the World
Bank, European Union, Asian Development Bank, International Fund for
Agricultural Development, Rockefeller Foundation, and agencies of the
following governments: Australia, Belgium, Canada, People’s Republic of
China, Denmark, France, Germany, India, Islamic Republic of Iran, Japan,
Republic of Korea, The Netherlands, Norway, Philippines, Portugal, Sweden,
Switzerland, Thailand, United Kingdom, United States, and Vietnam.
The responsibility for this publication rests with the International Rice
Research Institute.

Copyright International Rice Research Institute 2003

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Suggested citation:
Virmani SS, Sun ZX, Mou TM, Jauhar Ali A, Mao CX. 2003. Two-line
hybrid rice breeding manual. Los Baños (Philippines): International Rice
Research Institute. 88 p.

Editing: Bill Hardy


Cover design, print production coordinator,
and page makeup and composition: George R. Reyes
Figures and illustrations: Emmanuel Panisales and George R. Reyes
Cover photos: IRRI photos

ISBN 971-22-0185-6

ii
Contents

FOREWORD v CHAPTER 5
Breeding procedures for developing 23
CHAPTER 1 EGMS lines
Hybrid rice and heterosis breeding 1 Screening of existing varieties for EGMS 23
Types of heterosis 1 Induced mutagenesis 23
How is heterosis measured? 1 Hybridization method 24
Genetic basis of heterosis 2
Molecular basis of heterosis 2 CHAPTER 6
Approaches for using heterosis 2 Characterizing EGMS lines under field 31
Methods of using heterosis 3 and controlled conditions
Hybrid rice 3 Characterization of EGMS lines under 31
field conditions
CHAPTER 2 Characterization of EGMS lines under 32
Male sterility systems in rice 5 controlled conditions
Cytoplasmic genetic male sterility 5 Evaluation of EGMS lines 34
Hybrid seed production using the 5
CMS system CHAPTER 7
Environment-sensitive genic 7 Developing pollen parents for two-line 37
male sterility hybrids
Chemically induced male sterility 12 Characteristic features of an elite pollen 37
parent
CHAPTER 3 Breeding methods for identifying pollen 37
Comparative organization of two- 15 parents for two-line hybrids
and three-line hybrid breeding New strategies for developing pollen 38
programs parent lines
Similarities in three-line and two-line 15
breeding nurseries CHAPTER 8
Differences in three-line and two-line 16 Combining ability nursery 41
breeding nurseries Definitions 41
Type of lines to be evaluated 41
CHAPTER 4 Procedure using the line × tester design 41
Inheritance of EGMS 19 Composition of the combining 41
Procedure for carrying out inheritance 19 ability nursery
studies on the EGMS trait Field layout 41
Inheritance of TGMS 19 Statistical analysis 41
Inheritance of PGMS and PTGMS 19

iii
Analysis of variance 42 CHAPTER 11
Interpretation of results 44 Two-line rice hybrids: maintenance 65
Using the results 44 of genetic seed purity standards
1. Using nucleus seeds of EGMS 65
CHAPTER 9 for seed production
Evaluating two-line hybrids 45 2. Using anther culture for 66
Observation yield trial (OYT) 45 purifying EGMS lines
Preliminary yield trials (PYT) 47 3. Transferring a recessive 66
Advanced yield trials (AYT) 50 marker gene into EGMS lines
Multilocation yield trials (MLT) 50 4. Insertion of a dominant marker 66
gene into the pollen parent
CHAPTER 10
Two-line hybrid rice seed production 53 CHAPTER 12
Multiplication of EGMS lines 53 Future outlook for two-line 69
Differences between EGMS 54 rice hybrids
and CMS line multiplication
Similarity of CMS and EGMS 55 BIBLIOGRAPHY 71
line multiplication AUTHORS 76
High-yielding techniques for PGMS line 55 GLOSSARY 77
multiplication (Chinese experience) APPENDIX I: IDENTIFYING MALE STERILITY 85
High-yielding techniques for TGMS line 55 APPENDIX II: PROTOCOL FOR ANTHER 87
multiplication (Chinese experience) CULTURE
Three-line hybrid rice seed production 56 APPENDIX III: DATA TO BE RECORDED 88
Two-line hybrid rice seed 62 FOR HYBRID RICE EXPERIMENTS
production on a large scale

iv
Foreword

Hybrid rice technology has contributed signifi- using environment-sensitive genic male sterility.
cantly toward food security, environmental pro- In August 2000, China and IRRI held a col-
tection, and employment opportunities in China laborative international training course on hybrid
for the past 25 years. Since the mid-1990s, this rice breeding at the China National Rice Research
technology has also been developed and intro- Institute in Hangzhou, which was funded by the
duced to farmers in India, Vietnam, the Philip- IRRI-ADB project on “Development and Use of
pines, Bangladesh, and the United States, either Hybrid Rice in Asia.” Several Chinese and IRRI
independently or in close collaboration with IRRI. scientists participated in this course as resource
Several other countries, such as Egypt, Indonesia, persons and provided the training materials fo-
Myanmar, Sri Lanka, Thailand, and the Republic cusing on two-line hybrid breeding using the en-
of Korea, are now developing this technology in vironment-sensitive genic male sterility system.
collaboration with IRRI. Based on these materials, and the experience of
The availability of adequately trained human hybrid rice scientists from China and IRRI, this
resources is an essential prerequisite for develop- training manual on the two-line hybrid breeding
ing and using hybrid rice technology. Hybrid rice method has been prepared, which expands upon
breeding uses several concepts, skills, and proce- the hybrid rice breeding manual published earlier
dures that are strikingly different from those used by IRRI. The authors have described the concepts
for inbred rice breeding. Two male sterility sys- and procedures stepwise and in a systematic man-
tems (the cytoplasmic genic male sterility and en- ner so that trainees can learn them easily. This
vironment-sensitive genic male sterility system) should make an excellent manual for future hy-
have been used extensively to develop commer- brid rice breeding training courses organized at
cial rice hybrids in China and elsewhere. During IRRI, in China, and in other countries.
the past 25 years, IRRI and China have offered I compliment the authors for preparing this
several short-term training courses jointly and in- training manual and thank Bill Hardy for editing
dependently to develop the human resources in it. The assistance of the Asian Development Bank,
countries interested in developing this technol- which provided financial support under RETA
ogy. In 1997, IRRI also published a “Hybrid Rice 6005 on Sustaining Food Security in Asia Through
Breeding Manual” to serve the needs of those the Development of Hybrid Rice Technology, is
training courses. This manual described concepts gratefully acknowledged.
and procedures to breed rice hybrids primarily
using cytoplasmic genic male sterility and the fer-
tility restoration system. Since then, considerable RONALD P. CANTRELL
progress has been made in breeding rice hybrids Director General

v
CHAPTER 1

Hybrid rice and heterosis


breeding

Heterosis is a phenomenon in which F1 hybrids • Mid-parent heterosis is the increase or de-


derived from diverse parents show superiority over crease in the performance of a hybrid in com-
their parents in vigor, yield, panicle size, number parison with the mid-parental value.
of spikelets per panicle, number of productive • Heterobeltiosis is the increase or decrease
tillers, etc. in the performance of a hybrid in compari-
• Heterosis is expressed in the first genera- son with the better parent of the cross com-
tion only. bination.
• Heterosis varies according to the level of • Standard heterosis is the increase or decrease
parental diversity and or presence of het- in the performance of a hybrid in compari-
erotic gene blocks in parental lines; indica son with the standard check variety of the
× japonica crosses show maximum hetero- region.
sis vis-à-vis any other combination between From the practical viewpoint, standard het-
other subspecies. The crosses showing het- erosis is the most important because we aim to
erosis in descending order are indica × develop hybrids that are better than the existing
japonica > indica × javanica > japonica × high-yielding varieties grown commercially by
javanica > indica × indica > japonica × farmers.
japonica > javanica × javanica.
• Heterosis can be positive or negative. Both How is heterosis measured?
positive and negative heterosis can be use-
ful depending on the trait, for example, posi- Measurement of heterosis is quite simple. It is gen-
tive heterosis for yield and negative hetero- erally expressed as the percent increase or decrease
sis for growth duration. in the performance of a hybrid in comparison with
• Farmers tend to use a lower seed rate for the reference variety or a parameter.
hybrids than for conventional varieties be-
cause of their better seed quality and higher
F1 – mid-parent
seed cost. However, it is necessary to pur- Mid-parent
= × 100
chase fresh seeds every season to raise a com- heterosis (%) Mid-parent
mercial crop.
F1 – better parent
Types of heterosis Heterobeltiosis (%) = × 100
Better parent
Heterosis is expressed in three ways, depending
on the reference used to compare the performance
F1 – check variety
of a hybrid: Standard
= × 100
heterosis (%) Check variety

1
Genetic basis of heterosis
P1 P2
AAbbCCdd × aaBBccDD
Two major hypotheses have been proposed to (2 dominant genes) (2 dominant genes)
explain the genetic basis of heterosis: the domi-
nance hypothesis (Davenport 1908) and over- F1
AaBbCcDd
dominance hypothesis (East 1908, 1936). (4 dominant genes)

• Dominance hypothesis
– This states that heterosis is due to the accu- Fig. 1. Illustration of dominance hypothesis to explain
genetic basis for heterosis.
mulation of favorable dominant genes in a
hybrid derived from the two parents (Fig.
1). Li et al 2000) except for a few that support the
This was demonstrated in a pea hybrid dominance hypothesis (Xiao et al 1995). Yu et al
whose parents had different dominant genes (1997) reported overdominance at several main-
for node number and internodal length. The effect quantitative trait loci (QTLs) and a stronger
hybrid was much taller than either parent. additive epistasis affecting grain yield and its com-
The increased height was due to the accu- ponents in F3 progenies from the most widely grown
mulation of four dominant genes in the hy- hybrid in China, Shan You 63. Zhang et al (2001)
brid. demonstrated the involvement of large numbers
of two-loci interactions or epistasis as the genetic
• Overdominance hypothesis basis of quantitative traits and heterosis. Further-
– This states that the heterozygote (Aa) is more more, Li et al (2000) concluded that most QTLs
vigorous and productive than either ho- associated with inbreeding depression and het-
mozygote (AA or aa). This has been proven erosis in rice appeared to be involved in epistasis.
in traits controlled by a single or a few genes. And almost 90% of the QTLs contributing to het-
The heterozygote performs a given func- erosis appeared to be overdominant. Zhang et al
tion, over a range of environments, more (2001) assessed the relationship between gene
efficiently than either homozygote (East expression and heterosis by assaying the patterns
1936). of differential gene expression in hybrids relative
to their parents in a diallel cross. The analysis re-
Studies on the genetic basis of heterosis for vealed that differentially expressed fragments oc-
polygenic traits in various crops have shown that curring in only one parent of the cross were posi-
heterosis is the result of partial to complete domi- tively correlated with heterosis and fragments de-
nance, overdominance, and epistasis, and it may tected in F1s but not in the respective parents were
be a combination of all these (Comstock and negatively correlated with heterosis. A total of 384
Robinson 1952). Evidence of real overdominance fragments recovered from gels were hybridized
for quantitative traits is hard to find. However, with mRNAs from seedling and flag-leaf tissues
apparent overdominance caused by nonallelic and thereby Zhang et al (2000) detected an over-
interaction and linkage disequilibrium is a com- all elevated level of gene expression in the hybrid
mon contributor to heterosis (Jinks 1983). compared with the parents. Several fragments
Heterosis may also be due to the specific posi- showed a higher expression in the highly heterotic
tive effects of the cytoplasm of the maternal par- hybrid than in the other hybrids.
ent on the nuclear component of the paternal par- Nonetheless, a lack of a clear understanding
ent. Differential heterosis observed between the of the genetic or molecular basis of heterosis has
same pollen parent and cytoplasmic male sterile not prevented plant breeders from exploiting this
(CMS) lines from different cytosterility sources is phenomenon to raise crop yields.
an example of this kind of heterosis.
Approaches for using heterosis
Molecular basis of heterosis
Currently, hybrid rice technology mainly uses
Several molecular studies support the overdomi- intrasubspecific heterosis, that is, indica × indica
nance hypothesis (Stuber et al 1992, Yu et al 1997, and japonica × japonica. The high-yielding

2
intrasubspecific hybrids yield nearly 15% to 20% In the two-line method, the two lines are in-
more than the best inbred varieties grown under volved in a cross for hybrid rice seed production.
similar conditions. It has been quite difficult to One is a male sterile line in which male sterility is
create or widen the genetic difference among par- genetically controlled by recessive genes, the ex-
ents belonging to the intrasubspecific hybrids and pression of which is influenced by environment
they have almost reached their yield ceiling. (temperature, photoperiod, or both) and the other
Indica and japonica (both tropical and tem- is any inbred variety with a dominant gene for
perate) are the two main subspecies of Oryza sa- that locus. The male sterile lines in which sterility
tiva in Asia. Among them, the indica and temper- expression is controlled by temperature are known
ate japonica subspecies are the most apparently as thermosensitive genic male sterile (TGMS) lines
different in their morphological and agronomic and those in which expression is controlled by
traits apart from the genetic distance between them. daylength are called photoperiod-sensitive genic
Therefore, it is now well understood why the in- male sterile (PGMS) lines.
dica × japonica hybrids show maximum hetero- Another two-line approach for hybrid rice
sis. But intersubspecific heterosis is limited be- seed production is by spraying chemical hybrid-
cause of high spikelet sterility and long growth izing agents (CHAs)—ethrel, ethyl 4′ fluoro
duration. With the discovery of wide compatibil- oxanilate, or sodium methyl arsenate—that selec-
ity (WC) genes, it has been possible to exploit tively sterilize the male reproductive organs of
intersubspecific hybrids with normal seed setting any one parent and planting the other line (not
and suitable growth duration. Efforts are under sprayed) close to the pollinator rows. China is the
way in IRRI, China, and India to develop only country that used CHAs such as sodium me-
intersubspecific hybrids. Recently, Chinese sci- thyl arsenate and zinc methyl arsenate on a com-
entists have developed super high-yielding rice mercial scale. Because of the inefficient seed pro-
hybrids from crosses involving indica/indica- duction related to nonsynchronous tillering and
japonica derivative parents. flowering as well as health hazards associated with
Most of the interspecific crosses in cultivated the use of arsenic compounds, CHA use in China
species pertain to only O. sativa and O. glaberrima, was discontinued.
which are heterotic but not so useful in terms of To use three-line and two-line rice hybrids,
yield and plant stature. Most interspecific hybrids, farmers have to buy fresh seed every season. This
resulting from wide hybridization, result in ge- seed is produced by a proficient seed production
netic variability and bring in desirable genes for agency in the public or private sector.
resistance to several biotic and abiotic stresses, The one-line method involves the use of apo-
for example, O. sativa × O. longistaminata, O. sa- mixis to develop F1 hybrids. This represents true
tiva × O. rufipogon, and O. sativa × O. perennis. breeding so that farmers can use the harvest from
In rice, the interspecific F1 hybrids cannot be used the hybrids as seed for the next crop as with any
commercially. inbred rice variety. Attempts to discover apomixis
have not succeeded so far; however, research is still
Methods of using heterosis under way at IRRI, in China, and in some other
countries using genetic engineering techniques.
The three-line method is based on cytoplasmic
genic male sterility and the fertility restoration Hybrid rice
system and involves three lines—the CMS line
(A), maintainer line (B), and restorer line (R)—for What is hybrid rice?
the commercial production of rice hybrids. The Hybrid rice is the commercial rice crop grown from
seed of the male sterile line is multiplied by cross- F1 seeds of a cross between two genetically dis-
ing A and B lines in an isolation plot. Hybrid seed similar parents.
is produced by crossing the A line with an R line • Good rice hybrids have the potential of
in isolation in another plot. Seed production tech- yielding 15–20% more than the best inbred
niques are now developed to produce up to 3 t variety grown under similar conditions.
ha–1 (mean 1.2 t ha–1) of hybrid seed in the tropics • To exploit the benefits of hybrid rice, farm-
and up to 6 t ha–1 (mean 2.7 t ha–1) in subtropical ers have to buy fresh seeds every cropping
and temperate regions of China. season.

3
Why hybrid rice? How is hybrid rice developed?
The need for hybrid rice has been felt because Hybrid rice is developed by exploiting the phe-
• Yield levels of semidwarf varieties of the nomenon of heterosis. Rice, being a strictly self-
Green Revolution era have plateaued. pollinated crop, requires the use of a male sterility
• The demand for rice is increasing rapidly system to develop commercial rice hybrids. Male
with the increase in population, especially sterility (genetic or nongenetic) makes the pollen
in less developed countries. unviable so that rice spikelets are incapable of
• More and more rice has to be produced on setting seeds through selfing. A male sterile line
less land and with less inputs. is used as a female parent and grown side by side
• Hybrid rice varieties have already shown a with a pollen parent in an isolated plot to produce
15–20% higher yield potential than inbred a bulk quantity of hybrid seed because of cross
rice varieties under farmers’ field conditions pollination with the adjoining fertile pollen par-
in several countries. ent. The seed set on male sterile plants is the hy-
• Hybrids have also shown an ability to per- brid seed that is used to grow the commercial hy-
form better under adverse conditions of brid crop.
drought and salinity.

4
CHAPTER 2

Male sterility systems


in rice

Male sterility can be defined as a condition in Hybrid seed production using


which the pollen grain is unviable or cannot ger- the CMS system
minate and fertilize normally to set seeds.
The following genetic and nongenetic male Hybrid seed production involves two steps: mul-
sterility systems are known for developing rice tiplication of the CMS line and production of
hybrids (Fig. 2): hybrid seeds.
• Cytoplasmic genetic male sterility
• Environment-sensitive genic male sterility Multiplication of the CMS line
• Chemically induced male sterility This requires crossing of the CMS line with its
maintainer line by outcrossing by hand (for a small
Cytoplasmic genetic male sterility quantity of seed) or in the field under isolation by
space or time (to produce a bulk quantity of seed).
Male sterility is controlled by the interaction of a For successful production of the CMS line, it is
genetic factor S present in the cytoplasm and grown in six or eight rows interspersed by two
nuclear gene(s). It is now known that the male rows of a maintainer line in an alternating man-
sterility factor S is located in the mitochondrial ner.
DNA. A line is male sterile when the male steril- Because there is a small difference between
ity-controlling factor S in the cytoplasm and re- the growth duration of A and B lines, their sowing
cessive alleles (rf ) of fertility-restoring genes are dates are adjusted to achieve good synchroniza-
present in the nucleus. The maintainer line (B line) tion of their flowering. Several other techniques
is iso-cytoplasmic to the CMS line since it is simi- (such as flag-leaf clipping, GA3 application, and
lar to it for nuclear genes but differs in cytoplas- supplementary pollination by rope pulling or the
mic factor (N), which makes it self-fertile, but it bamboo pole method) are used to improve the
has the capacity to maintain the sterility of the A outcrossing rate and seed yield of the CMS line.
line when crossed with it. A restorer or R line pos-
sesses dominant fertility-restoring genes (Rf) and Production of hybrid seeds
it is dissimilar to or diverse from the A line. Cross- This involves the use of CMS lines with a selected
ing a restorer line as a pollen parent with a CMS restorer line (R line) by growing them in a specific
(A) line as a female parent restores the fertility in female:male ratio in the field under isolation by
the derived F1 hybrid. space or time. The CMS line is usually grown in
• The restorer gene in the dominant homozy- eight or ten rows interspersed with two rows of
gous (RfRf) or heterozygous (Rfrf) state can restorer lines in an alternating manner. The sow-
restore the fertility in the F1 hybrid despite ing dates of A and R lines are staggered to achieve
the presence of sterility factors in the cyto- synchronization of their flowering. To increase
plasm derived from the A line. The CMS the outcrossing rate and hybrid seed yield, the
system is illustrated in Figure 3. techniques described in the previous section are
used.

5
6
Male sterility

Genetic Nongenetic

Cytoplasmic genetic Environment-sensitive genic Induced by


male sterility male sterility chemical
hybridizing agents
(CHA)

A 5 B R

5
TGMS Reverse (r) PTGMS PGMS RPGMS Female parent 5 Pollinator
A R TGMS (sprayed with male parent
CHA)
TGMS Non-TGMS rTGMS Non-rTGMS PTGMS Non-PTGMS PGMS Non-PGMS rPGMS Non-rPGMS
Hybrid

Low-temp. Normal High-temp. Normal Low-temp. and Non- Shorter Normal Longer Normal
seed temp. seed temp. shorter photo- PTGMS photo- day- photo- day-
multiplication multiplication period seed period length period length
multiplication

Environmental TGMS 5 Non- rTGMS 5 Non- PTGMS 5 Non- PGMS 5 Non- rPGMS 5 Non-
conditions for hybrid (normal temp.) TGMS (low temp.) rTGMS (normal PTGMS (long day- PGMS (short day- rPGMS
seed production temp. and long length) length)
daylength)

Hybrid Hybrid Hybrid Hybrid Hybrid Hybrid

Fig. 2. Classification of male sterility systems in rice.


B line A line R line
Environment-sensitive genic male sterility
rf rf rf This male sterility system is controlled by nuclear
N s N/s gene expression, which is influenced by environ-
mental factors such as temperature, daylength, or
both. This male sterility system was first observed
in pepper by Martin and Crawford in 1951 and
subsequently in different crops (Table 1). How-
rfrf rfrf Rfrf RfRf
ever, this system has been exploited commercially
N s s N/s
only in rice because of the pioneering work of
Chinese scientists (Tables 2 and 3).
B line A line Hybrid R line
(fertile) (sterile) (fertile) (fertile)
Advantages of the EGMS system
Fig. 3. Schematic description of the cytoplasmic genIc
• There is no need for a maintainer line for
male sterility system. N = cytoplasmic factor, S = male seed multiplication, thus making seed pro-
sterility factor. duction simpler and more cost-effective.

Table 1. Some reports on environment-sensitive genic male sterility systems in crop plants.

Crop Environmental factor Reference

Pepper Temperature Martin and Crawford (1951)


Temperature Peterson (1958)
Temperature Daskaloff (1972)
Cabbage Temperature Rundfeldt (1960)
Maize Temperature Duvick (1966)
Temperature He et al (1992, c.f. Yuan 1997)
Tomato Temperature Rick and Boynton (1967)
Temperature Abdallah and Verkerk (1968)
Temperature Steven and Rudich (1978)
Temperature Sawhney (1983)
Wheat Daylength Fisher (1972)
Temperature Jan (1974)
Daylength and temperature He et al (1992, c.f. Yuan 1997)
Daylength and temperature Tan et al (1992, c.f. Yuan 1997)
Barley Daylength Batch and Morgan (1974)
Temperature Sharma and Reinbergs (1976)
Daylength Ahokas and Hocket (1977)
Vicia faba Temperature Berthelem and Le Guen (1975)
Light intensity Duc (1980)
Cucurbits Temperature Rudich and Peles (1976)
Rice Daylength and temperature Shi (1981, 1985)
Temperature Zhou et al (1988), Sun et al (1989)
Temperature Maruyama et al (1991)
Temperature Virmani and Voc (1991)
Sesame Temperature Brar (1982)
Sorghum Daylength and temperature Murty (1995)
Soybean Daylength Wei et al (1994)
Brassica napus Temperature Xi et al (1997)
Wheat Copper, boron, and molybdenum Agarwala et al (1979, 1980)
deficiency in soil
Boron deficiency in soil Rerkasem and Jamjod (1997)
Maize, barley, oats, Copper deficiency in soil Dell (1981)
and sunflower

7
Table 2. Origin and fertility-sterility transformation behavior of photoperiod- and temperture-sensitive male sterile
sources in rice.

Source Varietal Origin CDLa (h)/CSP/ Reference


group CFP (oC)

Photoperiod-sensitive
male sterile (h)
Nongken 58S Japonica Spontaneous mutation, China 14.00–13.45 Shi and Deng (1986)
MSr 54A (B) Japonica Spontaneous mutation, China 14.00–13.00 Lu and Wang (1988)
CIS 28-10S Indica Spontaneous mutation, China 14.00–12.00 Huang and Zhang (1991)
26 Zhai Zao Indica Induced (R), China 14.00–12.00 Shen et al (1994)
EGMS Japonica Induced (C), USA 14.00–13.00 Rutger and Schaeffer (1989)
M 201 Japonica Inducec (R), USA 14.00–12.00 Oard and Hu (1995)

Temperature-sensitive
male sterile (oC)
5460 S Indica Induced (R), China 28.0–26.0 Yang et al (1990)
IR32364 Indica Induced (R), IRRI 32.0–24.0 Virmani and Voc (1991)
IR68945 Indica Introgression from Norin PL 12, 30.0–24.0 Virmani (1992)
Japan
IR68949 Indica Introgression from Norin PL 12, 30.0–24.0 Virmani (1992)
Japan
H 89-1 Japonica Induced (R), Japan 31.0–28.0 Maruyama et al (1991)
Annong 1S Indica Spontaneous mutation, China 30.2–27.0 Tan et al (1990)
R 59TS Indica Induced (R), China Yang and Wang (1990)
Xianquang Indica Breeding population, China 30.0–24.0 Cheng et al (1995)
26 Zhi Zao S Indica Induced (R), China 23.0–25.0 Shen et al (1993)
N5088 S Indica Introgression from Nongken 58 S, 30.0–22.0 Zhang et al (1994b,c)
China
SM 5 Indica Spontaneous, India 32.3–22.0 Ali et al (1995)
SM 3 Indica Spontaneous, India 32.0–22.0 Ali et al (1995)
JP 2 Indica Spontaneous, India 33.9–23.0 Ali et al (1995)
SA 2 Indica Induced mutation (C) India 31.7–20.0 Ali et al (1995)
F 61 Indica Induced mutation (C) India 30.9–22.0 Ali et al (1995)
JP 8-1A-12 Indica Breeding population, India 30.9–20.0 Ali et al (1995)
JP 24A Indica CMS, India 33.8–23.0 Ali (1993)
JP38 Indica Spontaneous mutation, India 24.0–30.5 Ali (1993)
Dianxin /A Japonica CMS, China 23.0–20.0 Lu et al (1994)
Hennong S Indica Cross breeding, China 30.0–29.0 Lu et al (1994)
IV A Indica Cross breeding, China 24.0–28.0 Zhang et al (1991)
J207S Indica Spontaneous mutation, China 31.0–>31.0 Jai et al (2001)

a
CDL = critical daylength, CSP = critical sterility point, CFP = critical fertility point, R = irradiation, C = chemical mutagen. Several introgressed forms
from Nongken 58S and Annong 1S developed by Yang (1997) and Mou et al (1998) not included here.

• Any fertile line can be used as a pollen par- • Since there is no need for restorer genes in
ent (PP); therefore, the frequency of heterotic the male parents of two-line hybrids, this
hybrids is higher among two-line hybrids system is ideal for developing indica/
than among three-line hybrids, thereby in- japonica hybrids because most japonica
creasing hybrid breeding efficiency. lines do not possess restorer genes.
• Negative effects of sterility-inducing cyto-
plasm are not encountered. Disadvantages of the EGMS system
• The EGMS trait is governed by major genes, • Since the sterility trait is conditioned by
thus enabling their easy transfer to any ge- environmental factors, any sudden change
netic background and thus increasing di- such as temperature fluctuation because of
versity among the female (EGMS) parents, a thunderstorm, typhoon, etc., will influence
which helps in reducing potential genetic the sterility of EGMS lines.
vulnerability among the hybrids.

8
Table 3. Two-line rice hybrids released up to 2001 in China.

Hybrid Pedigree Type Year of release Cultivation region/crop

Ejingza No.1 N5088S/R187 Japonica 1995 Yangtze Valley/second


Huajingza No. 1 7001S/1514 Japonica 1995 Yangtze Valley/second
Huajingza No. 2 N5088S/65396 Japonica 2001 Yangtze Valley/second
70 you 9 7001S/Wanhui 9 Japonica 1994 Yangtze Valley/second
70 you 99 7001S/99 Japonica 1997 Yangtze Valley/second
70 you 04 7001S/Xiushui 04 Japonica 1994 Yangtze Valley/second
Peiliangyou Teqing Pei-ai 64S/Teqing Indica 1994 Yangtze/single or second
Peiliangyou 288 Pei-ai 64S/R822 Indica 1996 Yangtze/single or second
Peiliangyou Yuhong Pei-ai 64S/Yuhong No. 1 Indica 1997 Yangtze/single or second
Liangyou Peiju Pei-ai 64S/9311 Indica 1999 Yangtze/single or second
Liangyou 923 W9593S/Shengyou No. 2 Indica 2001 Yangtze/single or second
Liangyou 681 Shuguang 612S/881 Indica 1999 Yangtze/single or second
Xiangliangyou 68 Xiang 125S/D 68 Indica 1998 Yangtze/first
8 Liangyou 100 Annong 810S/D100 Indica 1998 Yangtze/first
Tainliangyou 402 TianfengS/R 402 Indica 1998 Yangtze/first
An Liangyou 25 1356 S/Zao 25 Indica 1998 Yangtze/first
Peiza Shangqing Pei-ai 64S/Shanqing Indica 1997 South China/first and second
Jinliangyou 36 HS-3/946 Indica 2000 South China/first and second
Peiza Shuangqi Pei-ai 64S/Shuangqizhan Indica 1998 South China/first and second
Liangyou 2163 SE21S/Minghui63 Indica 2000 South China/first and second
Liangyou 2186 SE21S/Minghui86 Indica 2000 South China/first and second
Fu Liangyou 63 FJS-1/Minghui63 Indica 2000 South China/first and second
Pei Liangyou 275 Pei-ai 64S/275 Indica 1999 South China/first and second
Pei Liangyou 99 Pei-ai 64S/Gui99 Indica 1998 South China/first and second
Peiza Maosan Pei-ai 64S/Maosan Indica 2000 South China/first and second
Peiza Maoxuan Pei-ai 64S/Maoxuan Indica 2000 South China/first and second
South China/first and Pei-ai 64S/G67 Indica 2000 South China/first and second
second Peiza 67
Yunguang No. 8 N5088S/Yunhui 11 Japonica 2000 West China/single

• The multiplication of EGMS lines and hy- for example, <27 ºC (maximum) or <13 h
brid seed production are restricted by space photoperiod.
and season. This means that an EGMS line In addition, these lines should have a good
is used in a given region and season. plant type possessing high yield, acceptable grain
quality, pest and disease resistance, and adapt-
Characteristic features of ideal EGMS lines ability to the target environment.
• The proportion of male sterile plants in a
population of more than 1,000 plants dur- Classification of the EGMS system
ing the critical sterility period should be Depending on the environmental factor(s) influ-
100%. encing expression of the sterility-inducing gene(s),
• The pollen sterility of each male sterile plant EGMS is classified in the following categories
should be more than 99.5%. (Figs. 4–7):
• EGMS lines should have clearly defined ste- 1. TGMS: temperature-sensitive genic male
rility-fertility alteration regimes. sterility
• The male sterile phase should last for more 2. rTGMS: reverse temperature-sensitive
than 4 consecutive weeks. genic male sterility
• Seed setting during the fertile phase should 3. PGMS: photoperiod-sensitive genic male
be more than 30%. sterility
• The critical temperature or photoperiod for 4. rPGMS: reverse photoperiod-sensitive
inducing sterility should be as low as pos- genic male sterility
sible for more stability of the EGMS lines, 5. PTGMS: photothermosensitive genic male
sterility

9
Seed setting (%) Seed setting (%)
70 25
30.1 °C
30.1 °C
60 24.1 °C
24.1 °C
23.1 °C 20
23.1 °C
50
15
40

30 10
20
5
10

0 0
15.0 h 14.0 h 12.5 h 15.0 h 14.0 h 12.5 h

Fig. 4. Fertility of PGMS line N9044S in phytotron Fig. 7. Low fertility of PTGMS line Miai 64S in phytotron
conditions. conditions.

Seed setting (%) TGMS lines are sensitive to the temperature


35 for the expression of male sterility or fertility. For
30.1 °C
30 24.1 °C example, most TGMS lines remain male sterile at
23.1 °C high temperature (day temperature >30 ºC/night
25 >24 ºC) and they revert back to partial fertility at
20 a lower temperature (day <24 ºC/>16 ºC night),
for example, 5460S, IR68945, H89-1, and SA2.
15 Reverse TGMS (rTGMS) lines are sensitive
10 to low temperature (<24 ºC day/>16 ºC night) for
the expression of male sterility, whereas, at a higher
5
temperature (>30 ºC day/24 ºC night), they be-
0 come male fertile, which is just the reverse of the
15.0 h 14.0 h 12.5 h TGMS system, for example, JP 38, Dianxin 1A,
Fig. 5. Fertility of TGMS line W9046S in phytotron and IVA.
conditions. PGMS lines are sensitive to the duration of
daylength for the expression of sterility or fertil-
ity. For example, most PGMS lines remain male
sterile under long-day (>13.75 h) conditions and
Seed setting (%) revert back to fertility under short-day (<13 h)
25
conditions, for example, N9044S and N5088S.
30.1 °C
24.1 °C
PGMS lines that express sterility under short
20
23.1 °C daylength and fertility under long daylength are
known as reverse PGMS (rPGMS). This category
15 is yet to be found.
PTGMS lines are sensitive to both photope-
10 riod and temperature. Temperature is the key fac-
tor since PTGMS lines become completely male
5 sterile or fertile beyond a particular temperature
range, that is, >30 ºC or <24 ºC, without any influ-
0 ence of photoperiod. But, within this temperature
15.0 h 14.0 h 12.5 h
range (24–32 ºC), photoperiod influences the
Fig. 6. High fertility of PTGMS line Xinguang S in PTGMS lines, that is, longer photoperiod hours
phytotron conditions. will enhance male sterility at lower temperatures

10
vis-à-vis a shorter photoperiod (i.e., 14 h at 30 ºC Table 4. Photoperiod and temperature conditions in
will make the PTGMS line sterile in comparison the phytotrons for evaluation of EGMs lines in China
from 1993 onward.a
with 13 h at 30 ºC), for example, Nongken 58S,
Xinguang S, and Miai 64S. Figure 7 characterizes Low temp. Medium temp. High temp.
Time
the model for PTGMS lines. (oC) (oC) (oC)
Male sterility expression in EGMS lines is
governed by a single nuclear recessive gene or 0500–0800 22.0 23.0 29.0
0800–1100 25.0 26.0 32.0
pair of nuclear recessive genes that are sensitive 1100–1500 27.0 28.0 34.0
to environmental conditions such as photoperiod, 1500–1800 25.0 26.0 32.0
temperature, or a combination of both. 1800–0100 22.0 23.0 29.0
Under natural conditions, there is a constant 0100–0500 19.0 20.0 26.0
interaction of photoperiod and temperature and it Daily average 23.1 24.1 30.1
is therefore difficult to separate the effects of pho- a
Illumination time: 12.5 h (0600–1830), 14.0 h (0530–1930), 15.0 h
toperiod and temperature on fertility. Using sta- (0500–2000).
tistical methods, you can separate the effects of
photoperiod (P), temperature (T), and P × T on the
fertility of EGMS lines. EGMS lines can also be the same time, panicles on primary and secondary
classified by evaluating them in a combination of tillers that head synchronously with the main stem
photoperiod and temperature treatments in a two- (±4–5 days) are bagged. At maturity, spikelet fer-
way factorial analysis. Because of the limitation tility percent is calculated by the number of filled
of available phytotrons, the best combinations of spikelets divided by total spikelets per panicle,
P and T should be selected. multiplied by 100.
While setting up P and T treatments, you need Both pollen and spikelet fertility data from
to consider (1) the characteristics of fertility re- the test EGMS lines need to be transformed in the
sponses to P and T in the EGMS line and (2) the form sin–1 x before analyzing them further.
ecological conditions in the target area in which Two-factor variance analysis can be used to
the EGMS system will be deployed. In China, sev- measure P, T, and P × T effects (Table 5).
eral EGMS lines were evaluated in a combination EGMS lines can be classified on completion
of three P and three T treatments (see Table 4). of the variance analysis as summarized in Table 6.
Different types of EGMS are characterized in
Data processing the next section.
Pollen and spikelet fertility of the test entries must
be analyzed on time. Pollen samples must be col- Characteristics of different EGMS types
lected at the time of heading by taking five apical PGMS. Fertility change in PGMS lines is charac-
spikelets from the panicle on the primary tiller terized by significant P and P × T interaction ef-
from each plant and immersing them in a prepared fects (P<0.05) and nonsignificant T effects. PGMS
fixative solution (alcohol:acetic acid, 3:1). Per- lines are completely or highly sterile under the
cent fertile pollen is observed under a microscope combinations of long daylength with high or low
using the IKI staining procedure (Appendix 1). At temperature and highly male fertile under the com-

Table 5. Results of two-factor variance analysis.

Source of Degrees of Sum of Mean of Calculated F Tabular F0.05


variance freedom squares squares value value

Replication r–1
Treatment pt – 1
P p–1
T t–1
P×T (p – 1)(t – 1)
Error (r – 1)(pt – 1)
Total rpt – 1

11
Table 6. Classification of EGMS lines based on statistical high-altitude areas and/or in a season when the
significance of effects of various treatments.a requisite temperatures occur under natural condi-
Photoperiod Temperature Classification
tions for a prolonged period. Practically speak-
P×T ing, TGMS lines can be used in the plains during
(P) (T) category
the summer for hybrid seed production and these
* ns * PGMS can be multiplied in a mountainous area or in a
* ns ns season when the temperatures are low. Chinese
ns * * TGMS
ns * ns
scientists have also found that irrigating TGMS
ns ns * PTGMS lines with deep cool water (with temperature >17–
24 ºC) at the critical stage also helps to induce the
a
* = significant at the 5% level and ns = nonsignificant at the 5% level. fertility required for their seed multiplication.
P-TGMS. PTGMS lines show nonsignificant
bination of short daylength with low temperature effects for both photoperiod and temperature but
in the phytotron. Nongken 58S and most japonica significant effects for P × T. Fertility changes in
EGMS lines derived from it belong to this group. PTGMS lines are closely related to the combina-
An example of a typical PGMS line is N9044S. tion of photoperiod and temperature. These lines
Figure 4 shows its behavior in response to P and T are fertile only under the combination of short
treatments. daylength and low temperature and are completely
PGMS lines are stably male sterile in the sum- or highly sterile under all other combinations in
mer and high in fertility recovery in autumn un- the phytotron. About half of the EGMS lines stud-
der natural conditions in temperate regions. In ied belong to this group and most of them had
Central China, most PGMS lines showed stable originally been classified as PGMS. Xinguang S
sterility, making them suitable for hybrid seed and Miai 64S are typical examples. Their behav-
production in the summer and easy to be self-mul- ior in response to P and T treatments is given in
tiplied in autumn. But low temperature under long Figures 6 and 7, respectively.
daylength or high temperature under short PTGMS lines have stable sterility in the sum-
daylength induces partial fertility in such lines. mer in large areas of China and can be used for
TGMS. Most indica EGMS lines studied be- hybrid seed production. However, PTGMS lines
long to this group. These lines are characterized are difficult to multiply because of low fertility
by nonsignificant P effects and significant T ef- induction, which limits their wide use. Like TGMS
fects. TGMS lines are completely or highly sterile lines, their multiplication is affected by abnor-
under high temperature and highly fertile under mally high temperature in autumn.
low temperature irrespective of photoperiod in the Validation under natural conditions. To use
growth chamber. They are stable in male sterility different EGMS lines in the two-line hybrid rice
in the summer and high in fertility recovery in breeding program safely, carry out a validation
autumn in the northern hemisphere under natural test under natural conditions to determine the best
conditions in the tropical rice-growing regions but dates for hybrid seed production and EGMS seed
unstable in temperate regions. Typical examples multiplication.
of TGMS lines are W9046S (in China), Norin PL
12 (in Japan), and IR32364TGMS (at IRRI). Fig- Chemically induced male sterility
ure 5 shows the behavior of W9046S (an indica
TGMS line derived from Nongken 58S) in response Since the early 1970s, attempts have been made
to P and T treatments. to identify and use potential chemical hybridiz-
TGMS lines have limited utility in temperate ing agents (CHAs) for hybrid rice seed produc-
conditions because of their unstable sterility in tion. Various chemicals tried so far include ethyl-
the summer caused by the occurrence of sudden ene-releasing compounds, highly carcinogenic
low temperatures. However, such lines can be eas- arsenic compounds, and growth hormones (Table
ily multiplied with high yields in autumn because 7). China is probably the only country where
of the occurrence of low temperature. In tropical gametocides were used in commerical hybrid seed
regions, where abnormally low temperature sel- production, but their use has been reduced be-
dom occurs, TGMS lines can be used to produce cause they were found to be unsafe for human
hybrid seeds. These lines can be multiplied at health. Rice hybrids developed by using CHAs

12
Table 7. List of chemical hybridizing agents and their efficacy on the rice plant.

Chemical Male sterility induction Reference

Ethrel Partial to high Perez et al (1973)


Partial to high Cheng and Huang (1978, 1980)
Partial to high Parmar et al (1979)
Partial to high Chan and Cheah (1981)
High Wang and Que (1981)
Partial to high Kaul (1988)
Partial to high Song et al (1990)
Ethrel + isourea High Kitaoka et al (1991)

Arsenates
Sodium methyl arsenate (MG2) Complete Chen et al (1986), Ali (1990, 1993)
Zinc methyl arsenate (MG1) Complete Anonymous (1978)
Monosodium methane arsenate Complete Wang and Que (1981)

Oxanilates
Ethyl 4′ flouro oxanilate Complete Ali (1990, 1993)
Ethyl 4′ metho oxyoxanilate Complete Ali (1990, 1993)
Ethyl 4′ bromo oxanilate High Ali (1990, 1993)
Ethyl 4′ chloro oxanilate High Ali (1990, 1993)

Other chemicals (with and without codes)


RH 531 Complete Perez et al (1973)
DPX 3778 Prevents anther dehiscence Long et al (1973)
3-(-p-chlorophenyl) 6-methoxy-s-triazine High to complete Zhangzing and Chunnong (1980)
–2-4 (1H,3H) dione tri-ethanolamine
Sodium sulfate Complete Wang et al (1981)
HRG 626 Complete Takeoka et al (1990)
Ammonia sulfonic acid High Chen (1985)
HAC 123 + N 312 Complete Luo et al (1988)
MHC Complete Song et al (1990)
CRMS Complete Wang et al (1991a,b,c)
Kasugamycin Partial to high Atsumi et al (1992)
AOA High Astumi et al (1992)

have been tested along with 3-line bred hybrids Properties of an ideal CHA
and were reported to give consistently comparable An ideal CHA should have the following proper-
and often higher yields. Over the years, seed yields ties:
have increased from 0.4 t ha–1 with 40–60% seed 1. Wide-spectrum action to induce sterility in
purity to 1.5 t ha–1 with 80–90% seed purity. CHAs successively emerging panicles.
must be able to selectively induce total male ste- 2. Selective and total sterilization of stamens
rility. The effectiveness of CHAs is highly stage- without affecting ovular fertility.
specific (i.e., these should be applied at the sta- 3. Be less phytotoxic, noncarcinogenic, and
men and pistil primordia formation stage or stage without residual toxicity that could harm
IV) and genotype-specific (i.e., the gametocidal human beings and animals.
effect varies from variety to variety). In India, 4. Be easy to apply and economical.
oxanilates, when sprayed at stage IV (meiotic
stage) of rice development, were found to be ef- Advantages of the two-line approach
fective and variety Pusa 150 was sterilized more via CHA
effectively by the gametocidal spray than other 1. A wide range of varieties can be used for
varieties, thus indicating genotype specificity (Ali making superior hybrid combinations.
1993). Figure 8 illustrates an example of two-line 2. The method of seed production is simpler
hybrid rice seed production using a CHA. than that of three-line breeding as it does

13
X1 5 Y1, X2 5 Y2, X3 5 Y3,... Xn 5 Yn not require development of three lines (A,
F1 F1 F1 F1 B, and R).
3. If the CHA is not effective because of
nonsynchronization of flowering or con-
Select heterotic combinations (e.g., X2 5 Y2)
tinuous rain during the critical stage, heavy
crop losses can still be averted because the
yield of the sprayed unaffected female would
Sprayed Sprayed Sprayed still be good enough.
with CHA with CHA with CHA
4. Partial CMS lines and EGMS lines can be
made completely sterile with a spray of an
XXOOOOOOOOXXOOOOOOOOXXOOOOOOOOXX
XXOOOOOOOOXXOOOOOOOOXXOOOOOOOOXX ideal CHA.
XXOOOOOOOOXXOOOOOOOOXXOOOOOOOOXX 5. The narrow genetic base for cytoplasmic
XXOOOOOOOOXXOOOOOOOOXXOOOOOOOOXX
XXOOOOOOOOXXOOOOOOOOXXOOOOOOOOXX genic male sterility, inherent in three-line
XXOOOOOOOOXXOOOOOOOOXXOOOOOOOOXX
XXOOOOOOOOXXOOOOOOOOXXOOOOOOOOXX rice hybrids, ceases to be a problem in CHA-
XXOOOOOOOOXXOOOOOOOOXXOOOOOOOOXX derived hybrids.
XXOOOOOOOOXXOOOOOOOOXXOOOOOOOOXX
XXOOOOOOOOXXOOOOOOOOXXOOOOOOOOXX
XXOOOOOOOOXXOOOOOOOOXXOOOOOOOOXX
XXOOOOOOOOXXOOOOOOOOXXOOOOOOOOXX Disadvantages of CHAs
Y2 X2 Y2 X2 Y2 X2 Y2 1. Production of impure hybrid seeds if the
(pollen (seed CHA is not effective because of unfavor-
parent) parent)
able weather conditions or nonsynchronized
tillering and growth.
Harvest 2-line hybrid from seed parent
2. Health hazards of some CHAs (such as zinc
methyl arsenate or sodium methyl arsenate).
Fig. 8. Schematic description of the use of a CHA to 3. High cost of the chemicals.
develop two-line hybrids.

14
CHAPTER 3

Comparative organization
of two- and three-line hybrid
breeding programs

Organization of a hybrid breeding program is strik- heterotic hybrids. In the two-line hybrid breeding
ingly different from the conventional inbred breed- program, screen the testcross progenies for pollen
ing program in rice. Three-line and two-line hy- fertility, spikelet fertility, and other agronomic
brid rice breeding have some similarities as well traits to identify the potential elite male parents
as differences in their organization. These are de- and heterotic hybrids. Plant the F1 and their male
scribed in this chapter. parents side by side in three rows each with a single
plant per hill.
Similarities in three-line and two-line
breeding nurseries Combining ability nursery
This breeding nursery contains a set of crosses
The breeding nurseries that are identical in both derived from promising CMS and restorer lines
breeding programs are as follows. (in the three-line breeding program) and promis-
ing EGMS and elite pollen parent lines (in the
Source nursery two-line breeding program) made in a line × tester
This nursery contains elite lines that have the po- design to evaluate the parental lines for their com-
tential to become parents of commercial hybrids. bining ability, that is, their ability to produce su-
Include the best available CMS, TGMS, and PGMS perior progenies when crossed with several male
lines in this nursery. To raise the source nursery, parents.
grow 20 plants (with a single seedling per hill) per
line in rows. Use these as single plants for test- Yield evaluation nurseries
crosses with the best available CMS or EGMS The procedure adopted for heterosis evaluation
lines. To synchronize flowering and to make as for two- and three-line breeding is similar. It con-
many testcrosses between elite lines as possible tains the following five different trials:
and to make sterile lines, plant the sterile lines on 1. Observational yield trial (OYT). This con-
three dates with a 10-day interval. tains hybrids derived from commercially
usable CMS lines (showing stable pollen
Testcross nursery sterility, high general combining ability,
This nursery contains the testcrosses made in the and good outcrossing potential) and prom-
source nursery along with the single-plant prog- ising restorer lines identified in the testcross
enies of the male parents used to make the test- nursery. The trial also contains inbred check
crosses. After growing every ten pairs of testcross varieties of different growth duration.
and the corresponding male parent progenies, Groups of test hybrids are compared with a
grow single rows of inbred and hybrid checks. In a set of inbred checks and hybrids. Thus, the
three-line hybrid breeding program, screen the test hybrids are unreplicated, whereas the
testcross progenies for pollen sterility/fertility, check varieties and hybrids are replicated
spikelet fertility, and other agronomic traits to across different groups. The OYT uses an
identify potential maintainers and restorers and augmented design in which test hybrids are

15
arranged in groups. Each plot is about 6 m2, Differences in three-line and two-line
in which 125–175 single plants per hill are breeding nurseries
included. Data on agronomic traits, yield,
and disease and insect pest resistance are 1. Male sterile maintenance and evaluation
recorded. nurseries
2. Preliminary yield trial (PYT). The prom- In three-line breeding, CMS lines are maintained
ising hybrids that yield 15–20% higher than and evaluated in a CMS line maintenance and
the check varieties in the testcross nursery, evaluation nursery by growing A and B lines side
combining ability nursery, and OYT are for- by side. Their pollen sterility/fertility is monitored
warded for further evaluation in the PYT. and lines are evaluated on a single-plant basis for
Hybrids are grouped according to their ma- phenotypic acceptability (on a 1–9 scale, where 1
turity duration. This trial uses a randomized = excellent and 9 = poor), days to 50% flowering,
complete block design with 3–4 replica- outcrossing ability, and other desired traits. The
tions, with an individual plot size of 7 m2. CMS lines are maintained by hand-crossing of A
Data on agronomic traits, yield, disease and and B lines (on a single-plant basis) to maintain
insect resistance, and grain quality (of het- their purity. Hand-crossed seeds of the commer-
erotic hybrids only) are recorded. The plot cially usable CMS lines are produced in larger
design and data recorded are similar to those quantities (500–1,000 seeds) so that they can be
of the OYT. used for nucleus seed production.
3. Advanced yield trial (AYT). The promis- In the two-line breeding program, EGMS lines
ing hybrid entries from the PYT are included are maintained by selfing by growing them in ap-
in the AYT. The plot design and data re- propriate daylength and temperature conditions
corded are similar to those of the PYT, but that induce fertility. These EGMS lines are evalu-
the plot size is 10 m2. ated for sterility separately by growing them un-
4. Multilocation trials (MLT)/national hy- der suitable daylength and/or temperature condi-
brid trial (NHT). The outstanding hybrid tions in the phytotron and/or field. Simulta-
entries in the AYT are nominated into the neously, they are also evaluated for phenotypic
MLT/NHT. The experimental design and acceptability, flowering, outcrossing rate, and
data collected remain the same as in the AYT, other desired traits in comparison with suitable
except that the plot size is increased to 15– checks (such as popular commercial varieties,
20 m2. popular CMS lines, and the best available EGMS
5. On-farm testing (OFT). One to two hybrids lines), which should be grown side by side.
performing consistently better than the re-
gional check and local checks over 2–3 2. EGMS breeding nurseries
years are recommended to the OFT. The plot These are described in the next chapter. A com-
area is about 0.1 ha, with or without replica- parative flow chart of two-line and three-line hy-
tion. The best local check variety (hybrid) brid rice breeding nurseries appears in Figure 9.
is used as the control.
Hybrids that pass all the above trials and have
resistance to major insect pests and diseases and
acceptable grain quality are registered and/or re-
leased.

16
For EGMS For CMS

EGMS evaluation nursery Pollen parent source nursery


Source nursery: to Elite lines from
evaluate and testcross different sources
Elite CMS lines
Nucleus seed multiplication of Nucleus seed multiplication of
EGMS lines pollen parents Testcross nursery: Lines from restorer and
to identify B & R lines maintainer breeding nursery

Breeder seed production of Backcross nursery


Breeder seed production to develop A lines Restorer evaluation
of EGMS pollen parent nursery

New A and B Combining ability Seed increase of


Combining ability nursery lines nursery elite lines

F1 seed production for OYT/PYT Seed production


for OYT

Evaluation of hybrids in OYT/PYT


CMS line OYTs
maintenance Evaluation of A/R hybrids
Hybrid seed production for AYT and evaluation
Seed production of elite hybrids for PYT
Evaluation of hybrids in AYT/MLT Seed increase of
elite A and B lines PYTs replicated

Hybrid seed production for on-farm trials


Foundation seed Foundation seed Breeder seed Seed production for AYT
production of EGMS production of pollen of A and B
lines by seed Hybrid seed production for on-farm trials parent by seed lines
production agencies production agencies AYTs replicated
multilocation
On-farm testing of hybrids
Seed production for on-farm trials
Seed production Seed production
Release for cultivation agencies agencies
F1 seed for commercial
F1 seed for commercial cultivation
cultivation

Fig. 9. Operational flow chart of hybrid rice breeding using EGMS and CMS lines. OYT = observation yield trial, PYT = preliminary yield trial, AYT = advanced
yield trial, MLT = multilocational trial.

17
CHAPTER 4

Inheritance of EGMS

Procedure for carrying out inheritance (Fig. 10). On the basis of this information, other
studies on the EGMS trait TGMS sources from India have also been studied
for allelic relationships and Reddy et al (2000)
The following stepwise procedure explains how found a new nonallelic TGMS trait designated as
inheritance studies on the EGMS trait are con- tms4 in SA 2, a sodium azide-induced TGMS mu-
ducted: tant. Other details are given in Table 8.
• Purify the EGMS lines and fertile parents The transfer of the Norin PL 12 gene (tms2)
through bagging. into IRRI cultivars such as IR68945S, IR68949S,
• Prepare all generations for genetic analysis and IR68294S revealed varied sterility-fertility–
and obtain sufficient seeds. The generations altering conditions, indicating a change in the
involve P1, P2, F1, BC1F1, BC2F1, and F2. expression of the TGMS trait in a different ge-
• Plant different generations with 10–20 P1, netic background.
P2, and F1 plants, 60–120 BC1 plants, and
more than 200 F2 plants. Inheritance of PGMS and PTGMS
• Observe the pollen and spikelet sterility of
each plant by putting the plants under ap- Single-locus genetic model
propriate sterile environmental conditions In an initial study, many conventional japonica
during the sensitive stage. and indica varieties were reciprocally crossed to
• Classify the sterile:fertile plants accord- Nongken 58S (NK58S) and all the F1s were fertile.
ingly. In F2 populations of reciprocal crosses between
• Use the χ2 test to analyze the segregation NK58S and three conventional japonica rice lines,
pattern and determine the genes that con- a 3:1 ratio of fertile:sterile plants was observed in
trol EGMS. each population grown under long-day conditions.
The sterility was therefore considered to be con-
Inheritance of TGMS trolled by a single recessive nuclear gene. Yang et
al (1992a) designated the PGMS gene as Ps. It was
Genetic studies in Japan, at IRRI, and in India also noted that minor genes might also be respon-
(Maruyama et al 1991, Borkakati and Virmani sible for the sterility, as few sterile F2 plants were
1993, Ali 1996) indicated that the TGMS trait in 100% sterile. Many other studies showed that fer-
Norin PL 12, IR32364S, and SA 2 was controlled tility segregation in crosses between NK58S and
by a single recessive gene. Allelic relationship NK58 was controlled by a single nuclear gene.
studies indicated that the TGMS genes in Norin
PL 12 and IR32364S mutants were different. Two-loci genetic model
TGMS line 5460s developed in China carries the Many studies showed that PTGMS in NK58S-de-
tms1 allele on chromosome 8, whereas IR32364S rived P(T)GMS lines was conditioned by reces-
carries the tms3 allele on chromosome 6. The sive alleles at two loci.
TGMS allele in Norin PL 12 is designated as tms2 The two-loci genetic control of PTGMS was

19
20
Chromosome 9
cM
EACT/MCAG

17.3 Chromosome 8

cM
RG20 Chromosome 7

RM257 cM
6.2 29.7
R1788(D24362) Chromosome 6
1.0
5.3 tms4
3.2 RG333 IR32364TGMS/IR38
RZ562
EAA/MCAG cM
1.8 12.6 R643A(23948) RZ516
TS200 tms2 10.6
TGMS 1.2
tms1 5.7 RZ398
12.7
23.1 1.7 RZ2
RG978 16.7
9.0
RG1 2.4 OPF18-2600
7.6 OPAC3640
OPA12 R1440(D24156) 7.7
RZ66
7.2 tms3(t)
0.4 10.0
RG136
9.3 OPAA7-550
R646(D23951) 10.6
RZ649 OPB19-750

tms4 (Reddy et al 2000) tms1 (Wang et al 1995) tms2 (Yamaguchi et al 1997) tms3(t) (Subudhi et al 1997)

Fig. 10. Location of TGMS genes on the linkage map in rice.


Table 8. Different alleles for the TGMS trait among ity segregation but, on close scrutiny, the segre-
available TGMS sources. gation was found to be continuously distributed
Gene symbol TGMS source
in each population. Mei et al (1990) showed that
the fertility segregation ratio varied greatly de-
tms1 JP 1 and 5460S pending on the criteria for the classification of
tms2 IR68945 (Norin PL 12) sterile and fertile plants. Although Mei et al (1990)
tms3 JP 8-8-1-S, 1C 10, suggested that PTGMS was quantitatively inher-
IR32364
tms4 SA2
ited, other reports suggested that the complexity
tms5 Annong S-1 of PTGMS was conditioned by a major gene and
rtms1 (reverse TGMS) J207 S multiple minor genes, partial dominance of ster-
ile alleles, and dosage effects. In addition, it was
suggested that both major and minor genes might
well demonstrated in the work of Mei et al (1990). be responsible for the genotypic difference in the
The F1, F2, and BC1F1 populations were derived by low-sterility-inducing temperature. The concept
crossing NK58, NK58S(R), 1149, and NK58S with that the genetic control of PTGMS is now gov-
each other. NK58S(R) is a fertility revertant mu- erned by a set of multiple genes having major and
tant of NK58S, whereas l149 is a fertile line devel- minor effects is well accepted.
oped from the cross of NK58S and japonica vari-
ety Nonghu 26. A χ2 test indicated that sterility in Allelic relationship studies
NK58S was conditioned by recessive alleles at The PTGMS genes in NK58S-derived japonica
two loci. The fertility-restoring alleles in lines were allelic to the NK58S gene. In some of
NK58S(R) and l149 are allelic to each other, but the NK58S-derived indica lines, genes that were
they are nonallelic to that in NK58. nonallelic to NK58S were also found. Among
Designating one gene as msph and the other as PTGMS lines having independent origins, the ste-
ph
rf , the genotypes of NK58S, NK58, and NK58S rility in both Hengnong S-l and 5460S was con-
(R8), a fertility revertant mutant of NK58S, were trolled by two recessive nuclear genes, and that in
the following: Annong S-l was controlled by a recessive nuclear
Nongken 58S: msph msph rfph rfph gene. The allelism test indicated that the genes in
Nongken 58: Msph Msph rfph rfph NK58S, Annong S-l, 5460S, and Hengnong S-l
Nongken 58S(R): msph msph Rfph Rfph were nonallelic to each other. It is now understood
Complete dominance is displayed at the Msph that five genes were involved in the genetic con-
locus and plants possessing Msph would be fertile. trol of NK58S, NK58S-derived P(T)GMS lines
When partial dominance is displayed at the Rfph W6154S and W7415S, Annong S-1, and 5460S
locus, plants possessing Rfph alone would be par- (Table 9).
tially fertile.
Genetic mapping of PTGMS
Diverse genetic model By employing marker-gene stocks, Zhang et al
Results obtained from crosses between NK58S and (1990) found that the major gene for PTGMS msph
japonica varieties other than NK58 were quite in NK58S was linked to d-1 on chromosome 5
complex. Although the fertility segregation in the with a recombination fraction of 28.4% and it seg-
majority of crosses was attributed to a single domi- regated independently from the other 33 marker
nant gene or two dominant genes, it was also evi- genes located on the remaining 11 chromosomes
dent that multiple genes were involved in the ge- of rice. This result was confirmed by the detection
netic control of PTGMS.
The two genes segregated independently and Table 9. Genotypes proposed for PTGMS in five lines.
the interaction between them varied greatly de-
pending on the genetic background. Different seg- Line Genotype
regation patterns such as 9 fertile:6 partially fer-
Nongken 58S S1 S1 S 5 S 5
tile:1 sterile, 9 fertile:3 partially fertile:3 partially W6154S S 2 S2 S 5 S 5
sterile:l sterile, and 9 fertile:3 partially fertile:4 W7415S S1S1 S4S4
sterile were observed (Sheng 1992). A bimodal Annong S-1 S2S2
distribution was generally observed in the fertil- 5460S S 3 S3 S 5 S 5

21
of closer linkage (20.3 cM) between msph and an- cus relevant to the fertility difference between
other marker gene, gh-l on chromosome 5. Isozyme NK58 and NK58S was confirmed to be pms3 on
markers Cat-1 on chromosome 6 and Adh-l on chromosome 12.
chromosome 11 were also each linked to a gene Taking all the mapping studies into account,
conditioning PTGMS in NK58S. genes conditioning PTGMS have been assigned
The PTGMS genes were mapped precisely to six of the 12 rice chromosomes: chromosomes
using RFLP markers by a new mapping approach 3, 5, 6 , 7, 11, and 12 (Zhang et al 1990, Zhang Q
using the bulked extremes and the recessive class et al 1994, Wang et al 1997, Mei et al 1999). Only
for increasing mapping efficiency (Zhang et al a small number of crosses were used in the map-
1994). In a cross involving NK58S-derived ping studies and the PTGMS parents involved
PTGMS indica line 32001S as the PTGMS parent, only NK58S and an NK58S-derived PTGMS line.
two PTGMS loci, pms1 and pms2, were located on Moreover, no reports to date have determined
chromosomes 7 and 3, respectively. The effect of minor genes for PTGMS. We could expect that
pms1 was 2–3 times larger than that of pms2 and many genes are responsible for PTGMS. There
dominance was almost complete at both loci. In might be two groups of genes: some genes condi-
two crosses involving NK58S as the PTGMS par- tion photoperiod sensitivity, whereas others con-
ent, two PTGMS loci were located in both popu- trol male sterility. Studies to distinguish between
lations. One locus was pms1 on chromosome 7 and genes for photoperiod sensitivity and for male ste-
the other was pms3 on chromosome 12 (Fig. 11). rility would be as important as studies to identify
Using the F2 population of NK58S/NK58, the lo- gene locations.

Rice chromosome 7

cM RG146B
5.4 RG650

7.4
RG678
8.5
WG719, RG30
1.6 CDO533
5.6 Rice chromosome 12
RG477
3.5
pms1 cM Marker
RG543
Rice chromosome 3 2.3
15.0 CDO344
1.2
cM RM348 CDO459
0.4
RG511, RZ272 R2708
10.6 13.6 pms3
0.4 C751
pms2
18.5 3.7 RZ261
7.0
RG191 (RG266) 2.5 C2
1.4 RG450 (RG117)
G2140
RG335 RG128 3.1
3.2
RG9
pms2 pms1 pms3

Fig. 11. Location of PGMS genes on the linkage map in rice (Zhang et al 1994, Mei et al 1999).

22
CHAPTER 5

Breeding procedures
for developing EGMS lines

EGMS lines can be developed by any of the fol- 4. Evaluate plants for their fertility behavior
lowing methods: under different temperature (TGMS) and
• Screening of existing varieties photoperiod (PGMS) using the growth cham-
• Induced mutagenesis ber or phytotron or under field conditions
• Hybridization followed by pedigree selec- (as mentioned in Chapter 2).
tion, anther culture, backcrossing, and
marker-aided selection (MAS) Induced mutagenesis

Screening of existing varieties for EGMS EGMS lines, particularly TGMS lines, can also be
developed by the mutation breeding method de-
Existing varieties can be screened to detect spon- scribed below.
taneous EGMS mutants. A large number of rice 1. Select the best available high-yielding rice
germplasm materials should be screened over sea- cultivars that are photoperiod-sensitive,
sons involving various high-temperature or cold-tolerant, and adapted to high altitudes
daylength regimes to identify any spontaneous for inducing EGMS mutants. These lines
mutants or lines showing differential pollen and stand a better chance for inducing such
spikelet sterility during different temperature or mutations.
daylength regimes occurring during the panicle 2. Select any of the physical (gamma rays, fast
initiation stage onward. Rice germplasm consist- neutrons) or chemical (sodium azide, ethyl
ing of photoperiod-sensitive varieties or varieties methane sulfonate, EMS, methyl methane
adapted to high altitudes provides a higher prob- sulfonate, MMS, N-methyl-N-nitrosourea,
ability of success when using this method. MNU, etc.) mutagens.
3. Treat the seed material with an appropriate
During this screening, dose of mutagen and grow it as the M1 gen-
1. Select plants in which earlier panicles are eration, for example, gamma rays—25 Kr;
partly fertile and later ones are almost ster- sodium azide—0.002 M, pH 3 for 6 h;
ile or vice versa according to the environ- EMS—0.1%, pH 7.0 for 6 h; MNU—1.5 mM
mental conditions. These plants are easily for 1 h.
identified by the combination of partly filled 4. Select 1 or 2 panicles from single plants in
bending panicles and sterile erect panicles the M1 generation.
in the same plant. 5. Grow the M2 progenies under appropriate
2. Study pollen sterility of younger panicles temperature (such as >30/24 ºC) and
and determine whether sterility is higher daylength (such as >13.45 h) conditions and
than 99% (see Appendix 1 for the detailed select plants showing complete sterility or
procedure). differential fertility of panicles within the
3. Multiply the suspected plants by separat- same plant. Multiply selected plants by
ing the tillers and ratooning them. separating their stubbles and evaluate them

23
under appropriate fertility induction in the EGMS source is crossed as a female parent to any
growth chamber (as shown in Tables 10 and of the popular high-yielding rice varieties (HYV)
11) or under natural field conditions. Those possessing good combining ability, disease and
that revert to fertility are suspected EGMS pest resistance, and acceptable grain quality. This
plants. These may be TGMS, reverse TGMS, method is generally used in a situation in which
PTGMS, PGMS, or reverse PGMS depend- the available EGMS line is unadapted or unac-
ing on their behavior. ceptable for one reason or another. The crosses
made above can be handled in any of the follow-
Hybridization method ing procedures:

This is an important and simple method to de- Pedigree selection


velop new EGMS lines in diverse genetic back- a) Pedigree selection procedure using method I
grounds by using already identified and charac- 1. Grow F1 plants from the crosses made to
terized EGMS lines. Under this method, the known obtain F2 seeds.

Table 10. Simultaneous screening of suspected EGMS lines for identification of type of EGMS.a

Expected reaction of suspected EGMS on pollen


Category of growth chamber settings
sterility/fertility

High temperature (32 oC) and long photoperiod (14 h) Completely sterile (PGMS/TGMS/PTGMS)
Fertile (reject/reverse PGMS/reverse TGMS)
High temperature (32 oC) and short photoperiod (12 h) Completely sterile (TGMS/PTGMS/reverse PGMS)
Fertile (PGMS/reverse TGMS)
Low temperature (24 oC) and long photoperiod (14 h) Completely sterile (PGMS/reverse TGMS)
Fertile (TGMS/PTGMS/reverse PGMS)
Low temperature (24 oC) and short photoperiod (12 h) Completely sterile (reverse PGMS/reverse TGMS
accordingly)
Fertile (TGMS/PGMS/PTGMS)

a
The same set of lines must be placed in all four chambers simultaneously.

Table 11. Design of experiment to identify and differentiate PTGMS from TGMS lines.a

Photoperiod (daylength duration)


Temperature (oC)
12 h 13 h 14 h

>32 Sterile (TGMS and PTGMS) Sterile (TGMS and PTGMS) Sterile (TGMS and PTGMS)
(1) (2) (3)
30 • Fertile (partial) TGMS • Fertile (partial) (TGMS) • Fertile (partial) (TGMS)·
• Less fertile than the value • Less fertile than the value
in box 4 (PTGMS) in boxes 4 and 5 (PTGMS)
(4) (5) (6)
28 • Fertile (partial) (TGMS) • Fertile (partial) (TGMS) • Fertile (partial) (TGMS)
• More fertile than the value • Less fertile than the value • Less fertile than the value in
in box 4 (PTGMS) in box 7 (PTGMS) boxes 7 and 8 (PTGMS)
(7) (8) (9)
26 • Fertile (partial) (TGMS) • Fertile (partial) (TGMS) • Fertile (partial) (TGMS)
• More fertile than the value • Less fertile than the value • Less fertile than the value in
in box 7 (PTGMS) in box 10 (PTGMS) box 11 (PTGMS)
(10) (11) (12)
24 Fertile (TGMS and PTGMS) Fertile (TGMS and PTGMS) Fertile (TGMS and PTGMS)
(13) (14) (15)

a
Lines that show influence of temperature and photoperiod are PTGMS, whereas the lines that show no influence of photoperiod are TGMS. Pollen
fertility % is a better measure than spikelet fertility provided anthers from the top five spikelets at panicle emergence are used for making a squash
preparation with 1% IKI stain and the pollen fertility/sterility of the emerged panicle is related to the given treatment in the phytotron.

24
2. Grow F2 populations of the crosses made selecting so many fertile plants in the segre-
under appropriate temperature (for TGMS) gating population is to ensure the probabil-
or daylength (for PGMS) conditions to iden- ity of selecting at least one heterozygous
tify sterile single plants that combine most fertile plant that would segregate for steril-
of the useful traits of both parents. Grow the ity in the next generation.
popular HYV and the donor EGMS line be- 3. Grow F5 and F6 populations under sterility-
side the F2 population to select comparable inducing temperature or longer photoperiod.
plants. Raise stubbles of the selected sterile Select the most desirable male sterile plants
single plants under fertility induction con- and ratoon them.
ditions to produce F3 seeds. Seed setting on 4. Transfer the ratooned male sterile plants to
the ratooned plants identified earlier as male a phytotron or glasshouse with a day/night
sterile will confirm the EGMS trait. temperature of 25/19 ºC or shorter daylength
3. Grow F3 progenies of the selected EGMS (12 h) to induce fertility.
plants under appropriate fertility induction 5. Select those plants that revert to fertility
temperature or daylength conditions to se- under low-temperature or shorter photope-
lect desirable plants and harvest F4 seeds. riod conditions and collect their seeds. These
Concurrently evaluate the F3 progenies in are suspected TGMS/PGMS plants.
sterility-inducing temperature or daylength 6. Grow progenies of the suspected TGMS/
conditions to select completely sterile F3 PGMS plants under sterility-inducing tem-
progenies to advance the generation. perature/photoperiod conditions in the field
4. Handle F4 and F5 progenies in the same man- and select those plants as TGMS/PGMS that
ner as F3 progenies. give completely male sterile progenies.
5. To confirm stability for sterility of an EGMS
line in any given generation, trials can be Backcrossing after hybridization
conducted under varying temperature and Backcrossing is the most suitable method when
daylength regimes in various places. we need to transfer oligogenes in a recessive con-
6. Characterize identified TGMS or PGMS dition to an already established variety as the re-
lines for specific defined environmental current parent.
conditions at the sensitive stage both in the The procedure involves the following steps:
growth chamber and under field conditions. Select a stable and suitable TGMS/PGMS donor
7. Test the specific TGMS and PGMS lines with well-defined critical sterility/fertility points
across various locations and seasons to iden- and cross it with an established variety to which
tify suitable locations for hybrid seed pro- the TGMS/PGMS trait has to be transferred.
duction and EGMS self seed multiplication. 1. Grow the F1 generation.
2. Grow the F2 generation to select suspected
b) Pedigree selection procedure using method II EGMS plants; ratoon these plants to con-
This method is deployed when we do not have a firm their TGMS/PGMS nature.
low temperature/shorter photoperiod conducive 3. Backcross the EGMS plants with the recur-
to fertility near where the research is conducted or rent parent.
the specific environmental condition is not avail- 4. Repeat steps 2 and 3.
able during the same season of selection. 5. After every two backcrosses, one generation
1. Grow the F2 population under a sterility-in- of selfing is required to verify that the reces-
ducing temperature regime. Raise the stan- sive EGMS trait is being carried forward as
dard controls as mentioned earlier besides depicted in Figure 12. After six generations
the EGMS and the other elite parent used of backcross, self the BC6F1 to select sterile
for hybridization to develop superior EGMS plants under high temperature (>30 ºC day/
lines. Select desired fertile plants in the seg- 24 ºC night)/long photoperiod (14 h
regating population. daylength). Ratoon plants may be sent to
2. Grow the F3 to F5 generations under steril- the growth chamber or suitable natural con-
ity-inducing temperature and select 8–10 ditions conducive to fertility reversion.
desirable fertile plants from the progeny 6. The TGMS development procedure is shown
rows segregating for sterility. The reason for in Figure 13 but the same is applicable to

25
EGMS Elite variety/line
donor X (recurrent parent)

F1

F2 plants with
confirmed Recurrent
X parent
EGMS trait

BC1F1

BC1F2 plants Recurrent


with confirmed X parent
EGMS trait

BC2F1 X Recurrent
parent

BC3F1

BC3F2 Recurrent
with confirmed X parent
EGMS trait

BC4F1

BC6F1

BC6F2
with confirmed
EGMS trait

Screen EGMS for Induce fertility


low CSP (27/21 C) (25/19° C)

Fig. 12. Backcross procedure for developing TGMS/PGMS lines.

26
PGMS since the screening procedure varies in the breeding of EGMS lines over conventional
only under the BCnF2 (n = 1, 3, 5) genera- techniques. To use this method, rice breeders
tion. To develop PGMS through the back- should work closely with a tissue culture expert.
cross procedure, long-day conditions (>14 1. Make specific crosses to combine stable
h) will be required for screening in the TGMS or PGMS lines with promising local
BC1F 2, BC3F2, and BC5F2 generations to cultivars. Grow F1 plants of these crosses.
identify the recessive sterile genotypes. 2. Produce dihaploid lines through anther cul-
ture using anthers or pollen grains from the
Anther culture or pollen culture F1 plants, adopting standard available pro-
following hybridization tocols for rice (Fig. 13). (See also Appendix
Anther culture or pollen culture accelerates the II.)
breeding process and increases selection efficiency

Tiller collection, anther culture, and


plantlet transplanting from F1 generation
(by tissue culture specialist)

F1 plant anthers plated

H1 pollen
plants
Callus
Plantlets

Regeneration Evaluation by
tissue culture specialist
and plant breeders

H2 evaluation onward by plant breeders

Fig. 13. Procedure for producing and evaluating dihaploid EGMS lines.

27
3. Seeds obtained from the dihaploid plants EGMS gene transfer and pyramiding
should be sown and raised under sterility- through marker-aided selection (MAS)
conducive conditions for the selection of after hybridization
male sterile lines. Monitor the pollen steril- Several closely linked markers have been identi-
ity of anther/pollen culture–derived plants. fied with TGMS and PGMS genes to use the MAS
4. Ratoon sterile dihaploid plants and place approach. These markers are listed in Table 12
them under low temperature and shorter pho- and can be used for selection of the TGMS/PGMS
toperiod to induce fertility and get selfed trait in segregating F2 and backcross breeding
seeds. populations without actually screening them un-
5. Screen for TGMS and PGMS lines based on der specific field or phytotron conditions. The
the criteria for ideal EGMS lines. MAS approach can enhance the speed and effi-
6. TGMS lines such as 6442S, 1286S, HS-1, ciency for selecting EGMS plants without expos-
and HS-5 and one PTGMS line, Lu Guang ing them to conditions for expression of the EGMS
2S, have been developed through anther gene.
culture and extensively tested in Jiangxi, MAS also allows pyramiding of different
Sichuan, and Fujian provinces of China (Fig. sources of TGMS or PGMS/PTGMS alleles into a
14). common genetic background. It would be inter-

Genetic resource plot/


source nursery

Materials for crossing

Anther culture Tube plantlets

Seed propagation H2 generation H1 generation

Yield trial Characterization

Multilocational P(T)GMS Two-


evaluation lines line
breeding

Regional test Crossing

Variety registration Hybrid seed


production

Variety release

Fig. 14. Procedure for indica two-line hybrid rice breeding through anther culture (modified
from Zhu et al 1999).

28
Table 12. Closely linked flanking molecular markers for EGMS genes.

Trait Gene Chromosome Closest flanking


markers

TGMS tms1 8 RZ562–RG978


tms2 7 R643A–R1440 (D24156)
tms3 6 OPAC3 640 –OPAA7 550
tms4 9 RM257–TS200
rtms1 10 RM239–RG257
PGMS/PTGMS pms 1 7 RG477–RG511, RZ272
pms 2 3 RG348–RG191 (RG266)
pms 3 12 R2708–RZ261/C751

esting to study the manifestation of pyramided tms1 × tms2 tms3 × tms4


EGMS genes under different environmental con-
ditions. Pyramiding different sources of alleles
tms1/2 × tms3/4 Select with the help of
may improve the EGMS lines for their critical ste- close-flanking molecular
rility points (CSP) and their critical fertility points markers
(CFP). A low CSP–low CFP line will be useful in tms1/2/3/4
Test these pyramided lines
tropical conditions. Four different TGMS genes— under different ecological
tms1, tms2, tms3, and tms4—exist, while there are situations
three reported PGMS genes—pms1, pms2, and pms3.
Efforts are under way to pyramid different TGMS Fig. 15. Procedure for TGMS gene pyramiding.
genes in China, at IRRI, and in India (Fig. 15).

29
CHAPTER 6

Characterizing EGMS lines under


field and controlled conditions

Photoperiod varies in a gradual and periodical easily identified based on 25 years of meteoro-
manner year-round based on the latitude and so- logical data.
lar terms. For a given place, the photoperiod on
one day over different years is the same and, on a Characterization of EGMS lines
given date, the photoperiod in different locations under field conditions
at the same latitude is also the same. Likewise, the
daylength at different latitudes in the northern Detailed meteorological data (such as minimum
hemisphere is the same on the spring (21 March) and maximum temperature, daylength, sunshine
and autumn equinox (23 September) because the hours, humidity, etc.) are essential to characterize
sun radiates vertically on the equator on those EGMS lines at a given location. It is better if data
days (Table 13). The longest photoperiod is ob- of the past 10–15 years are available. To charac-
served on the summer solstice, when the sun radi- terize given EGMS lines, the following procedure
ates vertically on the Tropic of Cancer, and the can be used:
shortest photoperiod is on the winter solstice, when 1. Identify 3–4 distinct periods of high and
the sun radiates on the Tropic of Capricorn. Data low temperatures during the year. Likewise,
in Table 13 also indicate that the higher the lati- determine the longer and shorter daylength
tude, the longer the photoperiod on 22 June (sum- durations during the year and over loca-
mer solstice) and the shorter the photoperiod on tions.
22 December (winter solstice). Likewise, in the 2. Seed/plant EGMS lines at 15–25-day inter-
southern hemisphere, similar conditions exist ex- vals in such a way that their heading coin-
cept that the winter and summer solstice changes. cides with the high temperature or longer
The winter solstice occurs in the southern hemi- photoperiod.
sphere on 22 June when the daylength is shortest, 3. Study pollen fertility of the EGMS lines
whereas the summer solstice occurs on 22 Decem- from the top five spikelets of primary
ber when the daylength is longest. The higher the panicles under the microscope.
latitude, the longer the observed photoperiod. 4. Relate the pollen sterility data to tempera-
Under the winter solstice on 22 June in the south- tures/daylengths prevailing during the pe-
ern hemisphere, the higher the latitude, the lower riod of 15–25 days before heading (“track-
the photoperiod or daylength (Table 13). ing technique”). The temperature or
The temperature at any given location is in- daylength that is just sufficient to make the
fluenced by factors such as solar radiation, lati- plant completely pollen sterile must be
tude, altitude, local topography, and atmospheric noted among the several temperature or
and marine phenomena such as El Niño and La daylength regimes to which plants were ex-
Niña. Many locations in the tropics still have less posed during the period. Such a tempera-
influence from the abovementioned environmen- ture point or daylength at which complete
tal factors on temperature and therefore those lo- pollen sterility is obtained is termed the
cations are quite stable in temperature and can be critical sterility point and the number of days

31
Table 13. The natural photoperiod change with dates and latitudes in the northern
hemisphere.

Latitude Spring equinox Summer solstice Autumnal equinox Winter solstice


(oN) 21 March 22 June 23 Sept. 22 Dec.
(h.min)

40 12.09 15.01 12.12 9.20


30 12.08 14.04 12.12 10.13
29 12.06 13.58 12.06 10.14
28 12.06 13.52 12.06 10.20
27 12.06 13.48 12.06 10.24
26 12.06 13.44 12.60 10.28
25 12.06 13.38 12.06 10.32
24 12.06 13.34 12.06 10.36
23 12.06 13.30 12.06 10.40
22 12.04 13.26 12.06 10.44
21 12.04 13.22 12.06 10.48
20 12.04 13.18 12.06 10.52
19 12.04 13.14 12.06 10.56
18 12.04 13.10 12.06 11.00
17 12.04 13.06 12.06 11.04
16 12.04 13.02 12.06 11.08
15 12.04 12.58 12.06 11.12
14 12.04 12.54 12.04 11.16
13 12.04 12.52 12.04 11.20
12 12.04 12.48 12.04 11.22
11 12.04 12.44 12.04 11.26
10 12.04 12.40 12.04 11.30
9 12.04 12.36 12.04 11.34
8 12.04 12.32 12.04 11.38
7 12.04 12.30 12.04 11.40
6 12.04 12.26 12.04 11.44
5 12.04 12.22 12.04 11.48
4 12.04 12.18 12.04 11.52
3 12.04 12.16 12.04 11.54

before heading during which this behavior 2. The total number of growth chambers
is expressed is designated as the sensitive should be equal to the photoperiod × tem-
stage. perature treatments while keeping relative
5. Likewise, determine the critical fertility humidity constant at 75%. The number of
point (i.e., the lowest temperature at which seedlings per EGMS entry should be equal
maximum pollen fertility is achieved) by to the number of growth chambers times the
using the tracking technique. Verify the number of plants in each treatment. For ex-
CSP and CFP information for each of the ample, three temperature and three photo-
EGMS lines under growth chamber or phy- period treatments for a total of nine growth
totron conditions after the field character- chambers are required. At the rate of 10 seed-
ization studies have been done. lings per entry per growth chamber, a total
of 3 × 3 × 10 = 90 seedlings per entry will be
Characterization of EGMS lines needed for evaluation. The number of seeds
under controlled conditions to be sown for the experiment should be
three times more than the number of seed-
1. Controlled conditions can be created in the lings required per entry for the experiment.
growth chamber. A minimum of 4 to a maxi- This will make an allowance for poor ger-
mum of 15 growth chambers are needed to mination, discarding of seedlings because
characterize EGMS lines.

32
of nonuniform growth, and varied growth Situation 1 (maximum-minimum difference of 6 ºC)
duration of EGMS lines.
Day temperature (ºC) 24 25 26 27 28 30 32
3. Sowing and nursery management. Use the
following procedures for sowing and nurs- Night temperature (ºC) 18 19 20 21 22 24 26
ery management.
• Sow the seeds of EGMS lines with simi- Situation 2 (maximum-minimum difference of 8 ºC)
lar duration and a standard set of
controls in the nursery at the same time. Day temperature (ºC) 24 25 26 27 28 29 30 31 32
• If there is a significant difference in Night temperature (ºC) 16 17 18 19 20 21 22 23 24
growth duration among the EGMS lines,
sow these in two stages (the first stage for
late-maturing material and the second The lines identified to adapt to specific situations
stage for early maturing material). can be deployed accordingly.
• Manage the nursery using routine man- • Place the plants in growth chambers at the
agement to eliminate obvious mixed-rice critical stage. The critical stage for photo-
seedlings and weeds. period or temperature sensitivity is during
• Select uniform and healthy rice seedlings 5–15 days after panicle initiation (PI). The
at the 5-leaf stage for transplanting t w o suspected EGMS plants grown in pots are
plants per plastic pot with a single plant observed for PI. The plants that are used for
per hill. determining PI by physical opening must
• Use any convenient method to label the not be used for the experiment.
pots. As an example, 5-digit labeling can • Plants must be placed inside the growth
be used for each plant, that is, 30817 chamber at the PI stage.
means number 3 photoperiod/tempera- • Plants must be placed for 2 weeks or up to
ture treatment, 08 is the number of the heading in the growth chamber for treatment.
EGMS line, and 17 is the number of the • After the plants are treated in the growth
individual plant. chamber, they need to be examined for pol-
• Treat high-photosensitive japonica and len sterility from the primary tiller (see Ap-
indica EGMS lines with a short-day pre- pendix1).
treatment (10 h/28 ºC of photoduration • Observations on pollen sterility must be re-
and 14 h/25 ºC of dark duration for 10 corded in relation to temperature and pho-
days) to speed up their development. toperiod.
• Adjust growth chambers prior to their use • Collect a pollen sample from the primary
for the experiment. These should be al- tiller and bag the same panicle for spikelet
lowed to function for one or two days fertility percent (bagged). Likewise, the pol-
using the specified temperature and rela- len and spikelet sterility of the first three
tive humidity level. A placement plan panicles from each plant need to be recorded
for each of the pots within a growth separately as panicles 1, 2, and 3.
chamber should be prepared and the • The CSP and CFP vary from genotype to
chambers should be sprayed with appro- genotype. It is therefore essential to know
priate chemicals a few days before mov- the CSP and CFP of each EGMS line before
ing the plants to control pests and dis- it is used for seed production (Table 2).
eases. • Sterile plants that remain completely sterile
• Keep the progenies of suspected EGMS in different temperature or photoperiod re-
plants in separate growth chambers with gimes are not considered as EGMS types
varying day and night temperature re- and are discarded.
gimes and separate daylength durations. • The EGMS lines that have been strictly
For easy adaptation of the EGMS lines, evaluated in phytotrons for their fertility al-
temperature or daylength should be kept teration are advanced for evaluation under
as available in the natural situations ex- different ecological conditions to further
emplified as follows: ascertain their suitability for hybrid seed
production and self seed multiplication.

33
Evaluation of EGMS lines procedure must be adopted for drawing meaning-
ful conclusions, that is, planting design, pollen
EGMS lines are also evaluated for their pheno- and spikelet fertility, and their method of data col-
typic acceptability, outcrossing rate, and combin- lection should be consistent.
ing ability as per the methods described for evalu- The identification of appropriate areas and
ating CMS lines. The operational flow chart de- seasons for large-scale commercial production of
scribing the procedure for using the EGMS sys- TGMS and hybrid seed needs special attention,
tem is presented in Figure 9. unlike for the PGMS lines, for which the daylength
After a thorough examination of the EGMS is quite stable across a given region. On the basis
lines in the growth chamber for their fertility al- of analysis of about 10–15 years of meteorologi-
teration behavior, they need to be evaluated across cal data, areas and ideal periods for seed produc-
several selected environments. The purpose of this tion in different parts of the world can be identi-
evaluation is primarily to identify suitable regions fied.
or locations for EGMS self seed multiplication • Places located 500 and 700 m above sea
and hybrid seed production. This evaluation also level are highly suitable during May to Sep-
provides information on their range of adaptabil- tember for hybrid seed production and dur-
ity and their resistance to diseases and insect pests. ing November to March for TGMS self
The key to successful multilocation evaluation seed production.
lies in the timely layout of the trials and consis- • In the choice of place, in hills or coastal
tent observations. It is therefore highly recom- plains or interior plains and plateau regions,
mended that one researcher be in charge of the extra care needs to be taken to ensure that
multilocation evaluation. the temperature range is <40 to > 16 ºC, be-
yond which physiological sterility occurs.
Selection of locations based on environment • Four weeks of stable high temperature (>30/
The location must represent the rice produc- >24 ºC day/night) are required for hybrid
tion region and must be in the vicinity of the rice seed production interspersing the sen-
research institute/station, with specialists sitive stage of stage II (secondary branch
equipped with minimum scientific instru- primordial) to stage IV (stamen and pistil
ments (e.g., microscope, refrigerator, hot dry primordial stage) of the panicle development
oven, daily weather-recording gadgets, seed stage of rice (Fig. 16).
germinators, etc.) required for evaluating • Similarly, four weeks of low temperature
EGMS lines. (<26/>16 ºC night) are required for TGMS
Criteria used for identifying locations self seed multiplication, interspersing the
a. Locations that have a different latitude sensitive stage of stage II (secondary branch
within the same longitude. primordial stage) to stage IV (stamen and
b. Locations with distinct differences in to- pistil primordial stage) of the panicle de-
pography and temperature within the same velopment stage of rice (Fig. 16).
latitude. • The identified place must be suitable for rice
c. Locations with different elevations within cultivation with space or time isolation.
the same region. • Places with naturally chilled irrigation wa-
ter of about >17–24 ºC can be useful for
There should be proper representation of eco- TGMS self seed multiplication under high-
logical conditions for better understanding of the temperature fluctuations. The chilled irri-
behavior of EGMS lines under different gation water is effective from stage IV (sta-
agroclimatic conditions. men and pistil primordial stage) to stage V
For the unified evaluation of EGMS lines, the (meiotic division).
sowing and transplanting dates must be in accor- All the data collected should be stored in a
dance with the respective locations identified be- computer and sent to the researcher in charge for
cause of the different ecological conditions (Fig. analysis and interpretation.
16). For all other purposes, a standard evaluation

34
Ideal locations with four consecutive weeks with stable temperature or photoperiod

A. Hybrid seed production

Minimum of four continuous weeks with stable high temperature (>30/24 oC day/night) or long
photoperiod (>14 h)

1st week 2nd week 3rd week 4th week


1d 7d 14 d 21 d 28 d

25 24 23 22 21 20 19 18 17 16 15

Days before flowering

• Adjustsowing date accordingly so that 15–25 days before flowering falls between the second and third
week of high temperature.

B. EGMS self seed multiplication

Minimum of four continuous weeks with stable low temperature (<24/>16 oC day/night) or short
photoperiod (<12 h).

1st week 2nd week 3rd week 4th week


1d 7d 14 d 21 d 28 d

25 24 23 22 21 20 19 18 17 16 15

Days before flowering

• Adjustsowing date accordingly so that 15–25 days before flowering falls between second and third
week of low temperature.

Fig. 16. Graphic illustration for adjustment of sowing time for EGMS for hybrid seed and self seed production
in ideal locations.

35
CHAPTER 7

Developing pollen parents


for two-line hybrids

A pollen parent line is defined as a male parental Breeding methods for identifying pollen
line that has the ability to restore the fertility in parents for two-line hybrids
the F1 of the EGMS line under a sterile phase re-
gime that ensures complete male sterility. Most The following breeding methods can be used to
conventional inbred lines are the source of pollen identify pollen parents for two-line hybrids:
parent lines or pollen parents. For hybrid rice seed screening available elite inbred lines by testcross-
production using EGMS, any pollen parent line ing with available EGMS lines, hybridization,
can restore fertility in the F1, unlike CMS lines, induced mutagenesis, and anther culture. Among
for which a set of restorer lines alone can restore these methods, the testcross and hybridization
fertility in the F1. It was estimated that about 97% methods are the most common.
of the japonica and indica inbred lines restored
the fertility of japonica PGMS (such as Nongken Screening available elite inbred lines by
58S) and indica TGMS (such as W6154S) lines. testcrossing with available EGMS lines
This is the most effective method to screen for
Characteristic features of an suitable pollen parents from existing rice
elite pollen parent germplasm. In China, most pollen parents for two-
line hybrid rice breeding were screened from ex-
The following are the characteristic features of an isting inbred lines. For example, the pollen parent
ideal elite pollen parent: in hybrid Liangyou Peijiu (Peiai64S/9311) was
• Strong fertility-restoring ability. When a Yangdao b (9311), a medium-season indica vari-
cross is made with the EGMS line, the hy- ety developed by the Lixiahe Agricultural Insti-
brids have a normal seed setting percentage tute, Jiangsu Province. The high-yielding indica
(>80%) and are less affected by changes in variety Teqing developed by the Rice Institute,
environmental conditions. Guangdong Academy of Agricultural Sciences,
• Good general combining ability. When was used as the pollen parent for the TGMS line
crossed with different EGMS lines, the F1 Peiai64S and developed a hybrid, Liangyou Peite,
hybrids from many crosses perform well. in Hunan Province.
• Good agronomic characters. The pollen Three fundamental steps are required in mak-
parent should be a high-yielding inbred line ing testcrosses, as discussed below.
with favorable traits for outcrossing, for ex- 1. Preliminary testcross. Use existing elite
ample, good anther dehiscence, good an- lines or varieties to cross to EGMS lines,
ther protrusion, large anther size, high pol- then conduct a preliminary evaluation of
len load, etc. the F1 hybrids based on their seed setting,
• Genetic distance. Considerable genetic dis- yield components, grain quality, and resis-
tance from the EGMS lines will be the key tance to diseases and insect pests, etc. At
to enhanced heterosis.

37
least 10 single plants are needed for a pre- proved. Raise the F1 generation and back-
liminary testcross. cross it with the recurrent parent and BC1F1
2. Re-testcross. From the preliminary testcross seeds obtained. The selection strategy may
data, the varieties or lines that performed vary according to the dominant or recessive
well in terms of strong restoration and that trait. For a dominant trait, it is simple to se-
showed no segregation for agronomic char- lect the plants with the target trait in the
acters can be advanced to the re-testcross to backcross generations. In the BC5F1 genera-
confirm the results of the preliminary test- tion, self them once. After selfing, the se-
cross. About 50–100 single plants are lected plants are used to test-cross to screen
needed for the re-testcross. In the re-testcross, the strong F1 hybrids for evaluation. For the
yield will be considered as the key evaluat- recessive trait, care must be taken to ensure
ing factor. that the trait is selected and confirmed by
3. Identification. Only excellent pollen par- selfing after every two generations of back-
ents (varieties or lines) are selected for fur- crossing.
ther use. After identification of suitable pol-
len parents, hybrid seeds will be produced New strategies for developing
for field evaluation and multilocation tri- pollen parent lines
als.
The main difference in pollen parent and restorer
Hybridization lines is that the former may not have special re-
This is an important and very popular method for storer genes, that is, Rf, like the latter, thereby
breeding pollen parents for two-line hybrids when making them more convenient for using the het-
there is a lack of such parents among existing va- erosis between indica and japonica lines in two-
rieties or lines. line hybrid breeding.
1. Single cross. Under this method, two variet- To overcome hybrid sterility, longer growth
ies or lines with desired traits are crossed duration, taller plant types, and incomplete grain
and, in the F2, selection is exercised to iden- filling, wide-compatibility genes can be used in
tify single plants that possess the desired the development of pollen parent lines.
traits. The standard selection pedigree pro-
cedure is followed to fix the lines. At the Exploiting intersubspecific indica × japonica
F5–F6 generation, a testcross with EGMS crosses through the wide-compatibility
lines is made. The best-performing pollen system
parent showing high fertility restoration and What is wide compatibility? It is well known that
heterosis in testcross F1s is selected for the indica and japonica crosses result in hybrid steril-
production of hybrid seeds and subsequent ity despite their high heterosis for various agro-
evaluation in the field. nomic traits. But, it was found that certain indica
2. Multiple crosses. This procedure uses two and japonica hybrids showed normal spikelet fer-
or more varieties or lines to develop ideal tility. One or both parents of these crosses must
pollen parent lines. The procedure is almost possess a dominant wide-compatability gene (S5n)
the same as the single-cross method except and such lines are designated as wide-compatibil-
that in the F2 generation the selections must ity varieties (WCVs). When such WCVs are
be made to combine the favorable traits from crossed with indica or japonica, the hybrids show
all the parents used in the multiple cross. normal spikelet fertility.
3. Backcross. For a pollen parent line with sev- The concept of wide compatibility in rice was
eral good traits except for one or two unde- first introduced by Ikehashi and Araki (1986) to
sirable traits, the backcross method of breed- explain hybrid sterility at the subspecies level.
ing is the most suitable for removing and To study the interactions between the sporophyte
replacing the undesirable traits with favor- and gametophyte, Ikehashi and Araki (1986) con-
able traits from the donor parent. Select a ducted a survey for WCVs via a triple testcross.
stable and suitable variety or line as the trait They found that varieties such as Ketan Nangka,
donor and cross it with the pollen parent Calotoc, and CPSLO-17 showed wide compatibil-
line (recurrent parent) that needs to be im- ity. The fertility of their hybrids was linked to the

38
cytochrome (C) and waxy (wx) gene. The WC gene Table 14. Wide-compatibility varieties in different
was located on chromosome 6 and three alleles of varietal groups.
the locus were identified: S-5i from indica rice, S- Tropical
5j from japonica rice, and S-5n from WC rice. The Indica Japonica
japonica
sterility resulting from crosses between indica and
japonica rice is due to the interaction between the BPI 76 NK 4 Banten
alleles S-5i and S-5j. The S-5i/S-5j genotype pro- Dular (aus) Norin PL9 Calotoc
N22 (aus) 02428 CP-SLO
duces semisterile panicles because of the partial Ketan Nangka
abortion of female gametes carrying the allele S- Moroberekan
5j. Such abortion does not occur in S-5n/S-5i and Palawan
S-5n/S-5j genotypes. The donor of S-5n is referred Padi Bujang
to as a WCV (Table 14). Pendec
IR64446-7-3-2-2
Developing pollen parents with wide com- IR65598-112-2
patibility. Pollen parents with wide compatibility
were developed by introducing the WC gene into
conventional indica and japonica rice. quency of elite indica lines is quite high. Hence,
Pollen parents are generally crossed with WC these can be good male parents developing in-
lines and then selection is made in the segregat- dica/tropical japonica hybrids, if only WC genes
ing generation using marker genes linked with are transferred into them. The procedure for this is
the WC trait. Sometimes, the backcross method is as follows:
used when the traits of WCVs are not ideal. • Select indica lines with very good restoring
In China, at the National Rice Research Insti- ability and WC donors with a marker gene
tute (CNRRI), pollen parent R2070 with WC was (a purple apiculus or Amp32).
successfully developed by using the cross • Make crosses between the indica line and
Minghui 63 (Lunhui422 and javanica line WC donors.
WL1312). R2070 can be used in both three-line • Grow F1 and evaluate all crosses for spikelet
and two-line hybrid rice breeding. The three-line fertility. Choose the highly fertile cross for
hybrid II You 2070 (II-32A/R2070) and two-line further selection.
hybrid Guangya 2 (M2S/R2070) performed well • Grow F2 and select good recombinants look-
in the yield trial and in farmers’ fields and both ing like the restorer but with the apiculus
were registered in Zhejiang Province. pigmentation or Amp32 allele.
To evaluate indica/tropical japonica hybrids, • Grow F3 and F4 and select the best plants in
• Make several crosses between TGMS lines the best families. Keep track of the original
(WC) and tropical japonica varieties. If some plant type of the pollen parent and the Amp32
tropical japonicas have the WC gene, they allele.
can be crossed to any indica TGMS line. • In the F5, test-cross the selected lines on a
• Evaluate the hybrids in the OYT and a se- single-plant basis with a tropical japonica
ries of trials to identify the most promising EGMS line having no WC gene.
hybrids with enhanced heterosis. The best • Evaluate the testcross progenies for fertil-
hybrids that are grown in the locality should ity. Select lines that show high fertility. They
be used as standard checks. Emphasis should are the pollen parents possessing WC genes.
be given to monitoring spikelet fertility
during the evaluation. Once the requisite pollen parents are devel-
Developing tropical japonica pollen parents, oped, they can be test-crossed with the best avail-
the same method described for transferring the able female parents and the experimental hybrids
desirable tropical japonica pollen parent can be can be evaluated as discussed in Chapter 9 on
followed. However, the recipient tropical japonica “Evaluating two-line hybrids.”
should possess a WC gene.
When developing desirable indica pollen
parents possessing wide compatibility, the fre-

39
CHAPTER 8

Combining ability nursery

Assessing the combining ability of parental lines • All the l lines should be crossed to each of
is extremely useful in a hybrid breeding program, the t testers to produce l × t experimental
especially when many prospective parental lines hybrids.
are available and the most promising ones are to
be identified on the basis of their ability to give Composition of the combining ability
superior hybrids. The line × tester method nursery
(Kempthorne 1957) is commonly used for this
purpose. • All the l × t hybrids along with the parents
(lines + testers).
Definitions • Suitable check varieties may also be in-
cluded for working out standard heterosis.
• Combining ability refers to the ability of a
genotype to transfer its desirable traits to its Field layout
progenies.
• General combining ability (GCA) is the av- • Choose a fairly homogeneous plot for grow-
erage performance of a parent in a series of ing the combining ability nursery in a repli-
crosses. cated trial using a randomized complete
• Specific combining ability (SCA) is the de- block design (RCBD).
viation in the performance of a hybrid from • Use several replications to ensure a mini-
the performance predicted on the basis of mum of 12 degrees of freedom for error to
the general combining ability of its parents. have statistically valid comparisons.
• Plant a single seedling per hill with a spac-
Type of lines to be evaluated ing of 20 ×15 or 20 × 20 cm.
• Plot size may depend on the amount of F1
• The most stable CMS and EGMS lines pos- seed available. However, a minimum of 50
sessing high phenotypic acceptability and plants per plot is essential. The larger the
a fair to excellent outcrossing rate. plot size, the better it is for evaluation.
• Effective restorers/pollen parents adapted to • Avoid collecting data from border plants.
the target area. Each three-row plot of hybrids can be flanked
by a border row of a check variety.
Procedure using the
line × tester design Statistical analysis
• Let us suppose we have “l” lines (elite pol- • If we have five lines (pollen parent lines)
len parents) and “t” testers (elite CMS and/ and four testers (EGMS lines), the total num-
or EGMS lines). ber of crosses will be 1 × t = 5 × 4 = 20.

41
Rep 1 Rep 2 Rep 3

5 25 15 18 13 24 C 4 21 6 25 17 27 14 7
16 9 11 2 28 19 14 23 13 26 19 10 1 20 12
12 21 1 17 8 5 28 16 9 17 21 29 3 16 2
3 7 23 4 27 29 7 3 11 10 26 6 23 8 C
10 20 C 26 29 12 1 18 22 20 29 13 5 24 22
14 22 6 24 19 27 25 15 8 2 9 18 15 11 4

1–20 hybrids, 21–25 lines, and 26–29 testers. C = check variety.

Fig. 17. Layout of combining ability trial.

• Let these 20 crosses along with five lines with the table value of F for 28 and 56 degrees of
and four testers (29 entries) be tested in an freedom at the 5% or 1% level of significance.
RCBD with three replications with one Treatment SS can be further partitioned into
check variety (Fig. 17). SS from parents, SS from crosses, and SS from the
interaction of parents vs crosses.
Analysis of variance
Σ C2ij + Σ P2ii
(Grand total) 2 Treatment SS = – CF
Correction factor = r
(CF) Total no. of observations Cij = observation for ijth cross
Pii = observation for ith parent
Total sum of squares (TSS) = Σ Yij2 – CF r = number of replications

Σ Y.J2 SS from Σ C2ij


Replication SS (RSS) = – CF crosses = – CF (crosses with 19 df)
t r
Σ Yi2
Replication SS (RSS) = – CF Σ P2ii
r SS from parents = – CF (parents
r with 8 df)
Error SS (ErSS) = TSS – TrSS – RSS
SS from interaction = TrSS – SS (crosses) –
Analysis of variance table a of parents vs crosses SS (parents) (with 1
df)
Source df SS MSS F ANOVA with parents and crosses

Replications (r – l) [2] RSS/2 Source df SS MSS F


Treatments (t – l) [28] TrMSS/28
Error (r – l)(t – l) [56] ErMSS/56 Replications 2
Total (rt – l) [86] Treatments 28
a
Crosses 19
df = degrees of freedom, SS = sum of squares, Parents 8
MSS = mean sum of squares, F = F value. Parents vs crosses 1
Error 56
To test the significance of the genotypic dif-
ference, compare the calculated F (TrMSS/ErMSS) Test all sources of variation against error vari-
ance.

42
Line × tester analysis Note: MSS from lines and MSS from testers are to
Construct a two-way table. be tested against MSS from lines × testers. MSS
from lines × testers is to be tested against MSS
Testers from error.
Lines
1 2 3 4 Total Sometimes line × tester analysis is done by
using cross means (means of crosses over replica-
1 Yij Yi.. tions). In that case, MS from error that is used for
2 testing the significance of MS (lines × tester) should
3 be divided by the number of replications before
4 testing.
5
Total Y.J. Y.. Estimation of GCA effects:

Σ Yi2.. i) GCA effects of lines


SS from lines = – CF (crosses)
r×t
Yi.. Y..
gi = –
where r = replications and t = testers. tr ltr

Σ Y.J.2 where Yi.. = total of ith line over testers, Y.. =


SS from testers = – CF (crosses) grand total, and ltr = number of lines, testers, and
1×r replications.
Work out GCA effects for g1 to g5. See whether
SS from lines × testers = SS (crosses) – SS (lines) Σ gi = 0.
– SS (testers)
ii) GCA effects of testers
ANOVA for line × tester analysis
Σ Y.j. Y..
Source df SS MSS F gt = –
lr ltr
Lines 4
Testers 3 where Y.j. = total of jth tester over lines, Y.. =
Lines × testers 12 grand total, and ltr = number of lines, testers, and
Error 56 replications.
Work out GCA effects for g5 to g9. See whether
Σ gt = 0.
ANOVA for line × tester analysis including
parents iii) Estimation of SCA effects

Source df SS MSS F Yij. Y.. Y.j. Y..


Sij = – – +
Replications 2 r rt rl ltr
Treatments 28
Parents 8 where Yij. = value of jth line with ith tester, Yi.. =
Parents vs crosses 1 total of ith line over all testers, Y.j. = total of jth
Crosses 19 tester over all lines, Y.. = grand total, and ltr =
Lines 4 number of lines, testers, and replications.
Testers 3 Work out SCA effects for all hybrids. See
Lines × testers 12 whether Σ i Σ j Sij = 0.
Error 56
Total 86

43
Testing the significance of combining ability • Partitioning of treatment SS into SS from
effects crosses and parents helps to test the signifi-
cance of these two components individu-
ally.
Me
SE (standard error) (GCA for lines) = • The parents with higher positive significant
rt
GCA effects are considered to be good gen-
eral combiners, whereas those with negative
Me
SE (standard error) (GCA for testers) = GCA effects are considered to be poor gen-
rl eral combiners.
• The hybrids with significant SCA effects in
SE (standard error) (SCA effects) = Me a positive direction are considered to be the
r most promising ones.

SE (standard error) (gi – gj) line = 2Me


rt Using the results
• The EGMS lines with good GCA are chosen
2Me
SE (standard error) (gi – gj) testers = for developing experimental hybrids for test-
rl ing in observation yield trials.
• The pollen parents with good GCA will be
SE (standard error) (Sij – Skl) = 2Me used for crossing with EGMS lines to pro-
r duce experimental hybrids for testing in
observation yield trials.
Me is the error mean sum of squares. • Hybrids with higher positive significant
SCA effects are chosen for evaluation in pre-
Interpretation of results liminary yield trials.

• The statistical significance of treatments


indicates that the entries have genotypic dif-
ferences between them. If the treatment dif-
ferences are significant, we can use further
partitioning.

44
CHAPTER 9

Evaluating two-line
hybrids

Many hybrids developed through the two-line Experimental design and field layout
approach using EGMS lines are heterotic. There- • Since the number of experimental rice hy-
fore, an elaborate evaluation of the hybrids is re- brids is large (100–500) and the amount of
quired to identify the most promising ones in terms hybrid seed is limited, it is convenient to
of yield heterosis per se and their suitability for conduct the OYT by using the augmented
high seed yields and self seed yields of the female design.
parent during its multiplication. Experimental • In this design, the whole experimental area
hybrids should be evaluated in a series of trials, is divided into several blocks.
using an appropriate statistical design to ensure • The check varieties are replicated in each
unbiased comparisons. The choice of design de- block, whereas the test entries are not repli-
pends on the number of entries and the quantity cated but are assigned to the remaining plots
of hybrid seed available. During the initial stages, randomly.
the number of entries to be tested is large and the • The yields of test entries are adjusted for
quantity of hybrid seed available is limited; there- block differences based on the yield of check
fore, the hybrids are tested in unreplicated trials. varieties in each block.
However, in subsequent evaluation, hybrids need • The block size is determined as follows:
to be tested in replicated trials with a larger plot
size. The performance of hybrids may be location- If c = number of check varieties, v = number
specific. Therefore, it is necessary to conduct of test hybrids, and b = number of blocks, the num-
multilocation trials to identify hybrids having ber of test entries in a block (n) = v/b, the number
wide adaptability and those that are specifically of plots/block (P) = c + n, and the total number of
adapted to certain locations. Testing the perfor- plots (N) = b (c + n).
mance of hybrids in farmers’ fields along with lo- • The total number of blocks should ensure at
cal check varieties of the region is necessary be- least 12 df for error in ANOVA.
fore these hybrids are released for commercial cul-
tivation. 12
b> +1
c–1
Observation yield trial (OYT)
Composition • Let us take 40 hybrids and four check vari-
Re-testcrosses are made between the commercially eties.
usable EGMS lines and effective restorers identi- 12
fied in the testcross nursery. Use three to four check The number of blocks = +1
varieties representing different growth durations 4–1
(such as very early, early, medium, and late). 12
= +1 = 5
3

45
Number of check varieties = 4 Agronomic management for yield trials
Number of test hybrids = 40 The trial should be managed so that all entries
Number of blocks = 5 receive appropriate water, fertilizer, and measures
Number of hybrids per block = 40/5 = 8 to control weeds, insects, and diseases. Yield tri-
Number of plots per block = 8 + 4 = 12 als should be harvested carefully.

Total number of plots = 60 Data recording


Collect data on the following parameters:
Layout for augmented design • Vegetative vigor (on a 1–9 scale).
• The plot size should be at least 5 m2 for each • Days to 50% flowering.
entry. • Visual score for spikelet fertility (on a 1–9
• Plant a single seedling per hill with a spac- scale).
ing of 20 × 15 cm. • Yield plot–1 for conversion to yield ha –1.
• First assign the check varieties randomly in • Phenotypic acceptability score (on a 1–9
each block. scale).
• Assign the test hybrids randomly to the re-
maining plots. Statistical analysis
• The field should be properly leveled. Construct a two-way table of check yields (in t
• Take up gap filling 7–10 days after trans- ha–1) and means.
planting to obtain a uniform plant popula-
tion. Blocks
Check
• Care should be taken for a uniform distribu- Total Mean
variety
tion of fertilizers and plant protection 1 2 3 4 5
chemicals.
• Uniform water control is a must for valid A 4.5 4.0 4.5 3.9 3.8 20.7 4.14
comparisons. B 4.6 5.1 4.0 4.9 3.2 21.8 4.36
C 3.8 4.1 3.9 4.2 3.3 19.3 3.86
A worked-out example of the OYT is de- D 5.7 4.9 4.3 3.9 4.6 23.4 4.68
scribed below. Total 18.6 18.1 16.7 16.9 14.9 85.2 –
Mean 4.65 4.52 4.17 4.22 3.72 – 4.26
Layout and yield figures (t ha–1) for OYT (aug-
mented design). • Compute the block effect: rj = Bj – M

Blocks where rj = block effect of jth block, Bj = mean of


all checks in jth block, and M = grand mean of the
1 2 3 4 5 checks.

17 (4.6) 23 (7.1) B (4.0) 12 (7.9) 2 (5.0) Block effects of different blocks are
C (3.8) A (4.0) 28 (5.0) 37 (5.3) 25 (3.2)
9 (5.6) 3 (5.6) 14 (3.6) A (3.9) B (3.2) Block rj
13 (5.3) 36 (7.0) D (4.3) 8 (3.4) 27 (5.4)
D (5.7) B (5.1) 24 (7.5) 33 (5.2) 16 (6.0) 1 0.39
29 (5.2) 7 (6.3) 30 (6.2) C (4.2) 35 (2.6) 2 0.26
6 (4.9) 38 (4.6) A (4.5) 5 (2.9) D (4.6) 3 –0.09
A (4.5) 15 (3.9) C (3.9) 40 (6.8) 22 (3.9) 4 –0.04
31 (3.2) C (4.1) 39 (4.3) 26 (7.8) A (3.8) 5 –0.52
18 (2.6) 20 (5.3) 1 (3.6) D (3.9) 4 (4.7)
B (4.6) 11 (5.0) 32 (5.9) 34 (3.8) C (3.3) See whether Σ rj = 0
21 (6.1) D (4.9) 19 (5.4) B (4.9) 10 (5.2)

46
• Construct a table of unadjusted and adjusted • Difference between two check means
yields. The adjusted yield for each test en-
try is obtained by deducting the block ef- 2MSE/b = 2 × 0.258/5 = 0.32
fect from the unadjusted yield.
• Difference between adjusted yields of two
Adjusted (AD) and observed (O) yields (t ha–1) of hybrids in the same block
test hybrids in the OYT.
2MSE = 2 × 0.258 = 0.72
Yield Yield
Hybrid Block Hybrid Block • Difference between adjusted yields of two
O AD O AD hybrids in different blocks

1 3 3.6 3.69 21 1 6.1 5.71 2MSE (1 + 1/c) = 0.80


2 5 5.0 5.52 22 5 3.9 4.42
3 2 5.6 4.74 23 2 7.1 6.84 • Difference between an adjusted yield of a
4 5 4.7 5.22 24 3 7.5 7.59 hybrid and a check mean
5 4 2.9 2.94 25 5 3.2 3.72
6 1 4.9 4.51 26 4 7.8 7.84 MSE (b + 1) (C + 1)/bc = 0.62
7 2 6.3 6.04 27 5 5.4 5.92
8 4 3.4 3.44 28 3 5.0 5.09 Use of results
9 1 5.6 5.21 29 1 5.2 4.81 • The test entries are classified based on dif-
10 5 5.2 5.72 30 3 6.2 6.29 ferent maturity groups and their performance
11 2 5.0 4.74 31 1 3.2 2.81 is compared with that of the check variety
12 4 7.9 7.94 32 3 5.9 5.99 of the corresponding duration by using the
13 1 5.3 4.91 33 4 5.2 5.24 standard errors calculated for the purpose.
14 3 3.6 3.69 34 4 3.8 3.84 • The hybrids that yield significantly higher
15 2 3.9 3.64 35 5 2.6 3.12 than the check varieties are identified and
16 5 6.0 6.52 36 2 7.0 6.74 promoted for the preliminary yield trial.
17 1 4.6 4.21 37 4 5.3 5.34
18 1 2.6 2.21 38 2 4.6 4.34 Preliminary yield trials (PYT)
19 3 5.4 5.49 39 3 4.3 4.39
20 2 5.3 5.04 40 4 6.8 6.84 Composition
Identify promising hybrids in observation yield
• To work out the standard errors for compar- trials. Use hybrids showing apparent heterosis in
ing the means, an ANOVA table is prepared the testcross nursery and significant heterosis in
by using the replicated data of check variet- the combining ability nursery. Use check variet-
ies. ies of different growth duration (very early, early,
medium, and late).
ANOVA for check varieties. ns = nonsignificant.
Experimental design and field layout
Source df SS MSS F • The RCBD is ideal for conducting the pre-
liminary yield trials. The steps involved are
Block 4 2.068 0.517 as follows:
Checks 3 1.804 0.601 2.32 ns • The number of blocks or replications should
Error 12 3.096 0.258 be such that the error degree of freedom
Total 19 6.968 should be at least 12.
• The ideal plot size is about 10 m2.
• If the fertility gradient is unidirectional, the
• The standard errors are worked out as fol- blocks should be perpendicular to the fer-
lows for different comparisons: tility gradient.

47
• Hybrids should be grouped according to Statistical analysis
their growth duration. Each group or sub- • Group the data by treatments (entries) and
group should have 15–20 hybrids and suit- replications and calculate the treatment to-
able checks. tal (T), replication total (R), and grand total
(GT).
An example
• Let us use 16 hybrids and four check variet- Table of means. Yield in t ha–1.
ies to be tested in four replications.
• Divide the field into four equal blocks. Treat- Rep1 Rep2 Rep3 Rep4 Total Mean
• Subdivide each block into 20 experimental ments
plots.
• Assign the treatments to each plot randomly. 1 3.8 4.6 4.7 5.1 18.2 4.55
Each treatment should appear in every block. 2 6.0 5.8 7.3 7.1 26.2 6.55
3 5.3 6.2 5.8 6.0 23.3 5.82
Layout of the PYT (with RCBD). Numbers in pa- 4 7.9 8.3 8.0 7.6 31.8 7.95
rentheses represent yield (in t ha–1). 5 6.9 7.6 7.3 8.1 29.9 7.47
6 7.1 5.6 5.3 5.9 23.9 5.97
Rep 1 Rep 2 Rep 3 Rep 4 7 5.6 4.6 5.0 4.9 20.1 5.02
8 6.5 7.2 5.9 6.7 26.3 6.57
3 (5.3) 4 (8.3) 9 (4.7) C (6.0) 9 5.3 5.9 4.7 5.0 20.9 5.22
D (4.3) 11 (5.6) 5 (7.3) 2 (7.1) 10 7.5 7.6 6.8 7.3 29.2 7.30
8 (6.5) A (4.2) 7 (5.0) 13 (6.0) 11 4.9 5.6 5.9 6.1 22.5 5.62
10 (7.5) 2 (5.8) C (6.9) 6 (5.9) 12 6.0 5.9 4.9 5.6 22.4 5.60
2 (6.0) D (3.9) 10 (6.8) B (6.0) 13 7.2 5.9 6.3 6.0 25.4 6.35
A (3.8) 6 (5.6) 1 (4.7) 11 (6.1) 14 8.2 7.6 8.2 7.2 31.2 7.80
7 (5.6) 3 (6.2) 15 (6.9) 4 (7.6) 15 7.9 8.2 6.9 7.8 30.8 7.70
4 (7.9) 13 (5.9) D (5.2) 3 (6.0) 16 5.8 4.9 5.9 6.1 22.7 5.67
12 (6.0) B (6.5) 8 (5.9) 12 (5.6) A 3.8 4.2 4.6 5.0 17.6 4.40
6 (7.1) 9 (5.9) 14 (8.2) 7 (4.9) B 5.9 6.5 5.2 6.0 23.6 5.90
14 (8.2) 15 (8.2) A (4.6) 15 (7.8) C 6.5 7.8 6.9 6.0 27.2 6.80
1 (3.8) 16 (4.9) 4 (8.0) D (4.6) D 4.3 3.9 5.2 4.6 18.0 4.50
B (5.9) 5 (7.6) 11 (5.9) 9 (5.0) Total 122.4 123.9 120.8 124.1 491.2 6.14
15 (7.9) 14 (7.6) 3 (5.8) 8 (6.7)
16 (5.8) 7 (4.6) 6 (5.3) 16 (6.1)
C (6.5) 10 (7.6) 2 (7.3) A (5.0) • Compute the correction factor and various
13 (7.2) 12 (5.9) 16 (5.9) 1 (5.1) sums of squares as follows:
5 (6.9) 1 (4.6) 13 (6.3) 14 (7.2)
11 (4.9) C (7.8) 12 (4.9) 10 (7.3) (GT) 2 241,277.4
9 (5.3) 8 (7.2) B (5.2) 5 (8.1) CF = = = 3,015.96
N 80

Data recording Total SS = (3.8)2 + (6.0)2 … + (4.6)2 – CF


Observations are recorded on the following pa-
rameters: = 3,128.76 – 3,015.96
• Days to 50% flowering
• Plant height = 112.80
• Spikelet fertility (%)
• Grain yield (kg ha-1) (122.4)2 + … + (124.1)2
• 1,000-grain weight Replication SS = – CF
• Reactions to major diseases/insects t

48
= 3,016.32 - 3,015.96 Analysis of variance (ANOVA) table.

= 0.36 Computed Table F


Source DF SS MSS Fa
2 2 2 5% 1%
Treatment = (18.2) + (26.2) + … (18.0) – CF
SS r Replication 3 0.36 0.12
= 3,110.82 – CF Treatment 19 94.86 4.99 16.6**
Error 57 17.58 0.30
= 94.86 Total 79 112.80

Error SS = Total SS – RSS – TrSS a**


A highly significant F value indicates that the test en-
tries differ significantly among themselves.
= 112.80 – 0.38 – 94.86
• Compute the coefficient of variation (CV)
= 17.58
Error MS
• Compute the mean sum of squares by divid- CV = × 100
ing each sum of squares by its correspond- GM1
ing degree of freedom.
0.30
RSS 0.36 = × 100
Replication MSS = = = 0.12 6.14
r–1 3
= 8.92
Tr.SS 94.86
Treatment MS = = = 4.99 • Compute the critical difference (CD)
t–1 19
2 × EMS
Er.SS 17.58 CD = t 0.05 ×
Error MS = = = 0.30 r
(r – 1)(t – 1) 57
= 3.44 × 0.387
• Compute the F value for testing the treat-
ment differences. = 1.33

Treatment MS 4.99
F value = = • The hybrids with a difference of more than
Error MS 0.30 the CD value from the check variety are con-
sidered significantly superior to the check
= 16.6 variety.

• Compare the calculated F value with the Use of results


table F value. • The performance of the hybrids is compared
• Prepare the analysis of variance table by with that of the check variety of correspond-
including all the computed values. ing duration or the highest-yielding check
variety.

1
GM = grand mean.

49
• The hybrids that have a significantly higher • Mere statistical significance is not sufficient
yield than the check variety are identified to consider a hybrid as promising. There-
and promoted to the advanced yield trial. A fore, an advantage of about 1 t ha–1 over the
significant yield advantage of more than 1 t check variety is specified, which would re-
ha–1 would also be the ideal criterion for se- sult in a real benefit to farmers.
lecting the best hybrids after testing the sig-
nificance. Multilocation yield trials (MLT)

Advanced yield trials (AYT) The major objective of multilocation yield trials
is to identify the hybrids that have a wider adapt-
Composition ability or those that are specifically adapted to a
Identifying promising hybrids in the preliminary particular location. This exercise is essential as
yield trials. Use three or four check varieties of hybrids perform differently in different environ-
different duration (very early, early, medium, and ments. This also provides an opportunity for breed-
late). ers to see the performance of hybrids bred by them
in other locations, even though these hybrids may
Experimental design and field layout fail to perform well in the location where they are
• The RCBD is ideal for conducting the AYT. developed. The concept of multilocation yield
• The number of entries in the AYT is much trials has really improved the efficiency of rice
lower than in the PYT. It is helpful to in- breeders and this is more so in hybrid rice breed-
crease the plot size to 15 m2. ing.
• Entries should be divided into at least two
maturity groups (1—very early and early; Composition
2—medium and late). Identify the promising hybrids in the AYT from
• The field layout and agronomic manage- different centers, including those introduced from
ment are similar to those for the PYT. abroad. Use three or four check varieties of differ-
• Data recording is essential. ent duration (very early, early, medium, and late).
If the trials are constituted based on duration, it
The following observations are recorded for would suffice to include a check variety of corre-
the AYT: sponding duration in the trial.
• Plant height
• Days to 50% flowering Experimental design and field layout
• Panicles m–2 • The locations for MLT should be selected
• Number of filled grains panicle–1 carefully so that each location serves as a
• Spikelet fertility (%) distinct environment. The location selected
• Yield ha–1 should be in the proposed target area for the
• 1,000-grain weight cultivation of hybrid rice.
• Reactions to major pests and diseases • An RCBD is most commonly used for con-
• Remarks on special features ducting MLT.
• Statistical analysis • It is necessary to have common guidelines
for agronomic management and data col-
The method of statistical analysis is the same as lection from different centers.
the one explained for the preliminary yield trials.
General guidelines for conducting MLT
Use of results • Specify the design to be adapted—an RCBD
• The performance of the hybrids is compared with four replications.
with that of the check variety of correspond- • Specify the entries and the check varieties.
ing duration or the highest-yielding check Besides the common check, each center can
variety. choose a local check for comparison.
• The hybrids that have significantly higher • The trial should be conducted during the
yield (>1 t ha–1) than the check variety are same season at all locations.
promoted for multilocation trials.

50
• Specify the seedling age at transplanting— The statistical analysis for G × E interactions
21–25 days old. and interpretation of results are covered in the
• The spacing adopted should be uniform— chapter on G × E analysis.
20 × 20 or 20 × 15 cm.
• Specify planting a single seedling per hill. Use of results
• The fertilizer dose may depend on the na- • The hybrids with higher yield potential and
tive soil fertility and recommendations in wider adaptability are identified based on
the local area. stability analysis. These are promoted for
• Plant protection should be need-based. on-farm testing in different areas, before their
• The plot size should be uniform in all the release for commercial cultivation.
locations to the extent possible (at least 15 • Those hybrids that are found to be suitable
m2). for a particular location are promoted for
on-farm testing in that particular region
Agronomic management only.
Agronomic management should be uniform in all
locations so as to have valid comparisons, except
for some specific recommendations made for a
particular location.

Data recording
Data sheets are circulated to all the cooperators
for collecting data on important parameters, such
as
• Plant height
• Days to 50% flowering
• Panicles m–2
• Number of filled grains panicle–1
• Spikelet fertility (%)
• Yield plot–1
• Yield ha–1
• 1,000-grain weight
• Reactions to pests and diseases
• Weather data of each location

51
CHAPTER 10

Two-line hybrid rice


seed production

The production of two-line rice hybrids involves main panicle) and 50 plants with higher
two major steps: (1) multiplication of EGMS lines spikelet fertility (above 30%) are selected.
and (2) hybrid rice seed production. • Progenies of the selected plants are grown
Each of these steps requires specific environ- in the sterility-inducing environment. About
mental conditions for seed production. Therefore, 30 seeds are taken from each of the selected
the locations/seasons for producing the two types plants to grow single-row progenies and the
of seed have to be different. In Chapter 5, we sug- remaining seeds are stored carefully. The
gested that suitable specific locations must be balance of the seeds of the progenies that
identified for elite EGMS lines for their self seed are uniform and completely male sterile
multiplication. Locations must also be identified must be marked and bulked to form the
that are suitable for hybrid seed production using nucleus seed (Fig. 18).
the same EGMS lines. • Nucleus seed of the EGMS line is used for
producing breeder seed under strict isola-
Multiplication of EGMS lines tion. Breeder seed for the EGMS line is pro-
duced in the fertility-inducing environment.
EGMS lines, if multiplied continuously for sev- • The breeder seed produced under the direct
eral generations without any selection, may seg- supervision of the plant breeder has high
regate for CSP, thereby causing major problems genetic purity and is used for producing
in maintaining purity of the hybrid seeds. There- foundation seed of parental lines, which in
fore, nucleus and breeder seed production must turn will be used for producing hybrid seed.
be taken up on a continual basis.
Method II
Method I • Select a completely male sterile plant with
• Nucleus seed production of an EGMS typical characteristics of the original EGMS
(TGMS or PGMS) line begins in the fertil- line under a sterility-inducing environment.
ity-inducing environment. Seeding of • Ratoon the selected plant and clone it for as
TGMS or PGMS lines is arranged in such a many plants as you need. Multiply the ra-
way that the sensitive stage occurs when the tooned stubbles under a fertility-inducing
temperature or photoperiod is favorable for environment. The nucleus seed will be har-
a higher seed set. vested from the ratooned stubbles.
• At the time of flowering, about 100 typical • The nucleus seed is used for producing
plants are selected from the population of breeder seed and the latter for producing
an EGMS (TGMS or PGMS) line and their foundation seed.
panicles are bagged. The selection process • Preserve the selected stubbles under favor-
should be completed within 1 week. able temperature conditions with good man-
• After the harvest, the selected plants are agement as long as you need them. The new
scored for spikelet fertility (based on the nucleus seed will be produced continuously.

53
TGMS population

Step Select about 100 typical plants


1 from a population of TGMS lines
grown in a fertility-inducing
environment and bag all the
panicles. Select 50 highly
fertile plants among them
based on their higher spikelet
fertility determined after
harvest.
Plants selected

Progeny rows of selected plants


Step Grow single-row progenies of
2a 50 selected plants in a sterility-
Inducing environment and
mark those progenies that
are completely male sterile.

Step Bulk the balance of seed kept


2b earlier as a reserve of the
Progenies selected progenies selected in step 2a
to form the nucleus seed.

Breeder seed production


Step Multiply the nucleus seed from
3 step 2b to produce breeder
seed under strict isolation.

Step Multiply the breeder seed to


4 produce foundation seed
under strict isolation.

Step Repeat steps 1 to 3 in the


5 breeder seed production plots
to continue the process of
producing nucleus and breeder
seed.

Fig. 18. Procedure for nucleus and breeder seed production of TGMS lines
(Virmani et al 1997a).

• With this system of multiplication, the Differences between EGMS


EGMS line continues in the same genera- and CMS line multiplication
tion and it will not segregate for its CSP. Its
general combining ability will also not • The fertility of the CMS line is controlled
change. by the CMS gene and a pair of recessive
nuclear fertility restorer genes. Expression
In the tropics, since ratooning may not al- of male sterility of CMS lines is stable over
ways be successful because of the high incidence environments. The fertility of EGMS lines
of diseases and insects, method II can be risky. is controlled by a recessive nuclear gene
• Foundation seed production. Fresh breeder alone, the expression of which is influenced
seed should be used by seed p r o d u c t i o n by environmental conditions.
agencies to produce foundation seed of • The maintenance of the CMS line is through
TGMS/PGMS lines in a strict isolation area its cross pollination with the maintainer line.
with suitable temperature and/or daylength The yield of CMS seeds through this pro-
conditions. cess largely depends on outcrossing and

54
other related traits of the CMS line. The However, seed quality becomes inferior, especially
maintenance of the EGMS lines, in contrast, when the temperature falls sharply in late autumn.
is quite simple since it is through selfing
under fertility-inducing environments, es- Winter-season multiplication
pecially during the sensitive panicle devel- in lower-latitude areas
opment phase (stage II to stage VI). The seed For PGMS self seed multiplication, short
yield of EGMS lines largely depends upon daylength and low temperature in lower-latitude
the CFP and the favorable environment dur- areas in the winter season are the most suitable
ing fertility alteration. environmental conditions. Seed quality is better
• The CMS line is purified through pair cross- than in late autumn because the temperature gradu-
ing (A × B) in which the A and B lines are ally rises at the time of seed maturity.
selected based on their morphological char-
acteristics. The purity of the EGMS line is High-yielding techniques for TGMS line
maintained by evaluating the morphologi- multiplication (Chinese experience)
cal characters and the CFP under specific
locations. Spring-season multiplication
• The yield of CMS line multiplication is The fertility of TGMS lines is mainly influenced
about 2 t ha–1 under suitable conditions and by temperature. TGMS lines should be sown in
it is unstable because of the changing early spring so that the sensitive stage matches
weather conditions during the flowering the temperature for fertility induction based on
period. Under favorable conditions, the local meteorological data. The yield may not be
yield of EGMS line multiplication could stable because of the occurrence of abnormally
reach 4–6 t ha–1. This yield is higher be- high temperature, and the long growing period
cause it occurs due to self-pollination com- may result in nonmatching of the sensitive stage
pared to seed yield in the CMS line, which with the proper temperature regime.
occurs due to cross-pollination.
Autumn-season multiplication
Similarity of CMS and EGMS The temperature is low enough for fertility induc-
line multiplication tion in the autumn season. The TGMS lines should
be sown at the proper time to make the sensitive
• CMS line multiplication (A × B) requires stage coincide with the low-temperature period in
strict isolation to prevent contamination by order to obtain higher yields. Seed quality may be
stray pollen. Under favorable environmen- influenced by low temperature in the late matu-
tal conditions, the EGMS line becomes fer- rity period.
tile and seed setting can be as high as 75%;
however, some male sterile spikelets can still High-altitude multiplication
receive pollen from another source. There- In high-altitude areas (with altitudes from 800 to
fore, strict isolation must also be provided 1,000 m), moderate temperature and longer
to multiply pure EGMS lines. daylength conditions are suitable for the short
• Strict roguing is necessary for CMS and growing period for PGMS and TGMS line self seed
EGMS line multiplication. multiplication.

High-yielding techniques for PGMS line Chilled-water irrigation


multiplication (Chinese experience) Results showed that chilled-water (>17 ºC) irriga-
tion can induce TGMS lines to produce fertile
Autumn-season multiplication pollen similar to ambient low temperatures. The
Short daylength can induce PGMS lines to be- advantage of chilled-water irrigation is that it pro-
come fertile under proper temperature conditions. vides flexibility for adjusting the sensitive stage.
In autumn, the daylength is getting shorter and a The TGMS self seed production is high and more
high percentage of seed setting can be achieved if stable since the water temperature is relatively
the sensitive stage occurs under this condition. stable and controllable.

55
Seed plot selection. A sufficient water supply • The first safe-period, the sensitive stage of
with suitable temperature is essential to the estab- fertility alteration, must be given priority if
lishment of a seed plot for TGMS self seed multi- there is a need for an adjustment according
plication. The water temperature should be higher to the prevailing environment at a given
than 17–18 ºC but lower than the CFP of the TGMS location.
line to be multiplied. The desirable climatic conditions for polli-
Season selection. The joint effect of lower nation are as follows: (1) temperature of 23–35 ºC
temperature and chilled-water irrigation is good (minimum-maximum) in a day, (2) relative humid-
for increasing EGMS self seed yield. ity around 70–90%, and (3) no continuous rains
Irrigation time. Chilled-water irrigation starts (that last more than 3 days) during the pollination
from the young panicle differentiation of the sta- period.
men and pistil primordial (stage IV) and goes to
the meiotic division of the pollen mother cell Isolation of the hybrid
(stage VI). seed production plot
• Terrain isolation. The selected seed plot is
Three-line hybrid rice seed production either isolated by mountains or hills or by
other natural barriers.
The three-line hybrid rice seed production system • Time isolation. The hybrid seed plot should
involving CMS lines is a relatively stable method flower 20–30 days earlier or later than any
across normal rice-growing conditions, whereas other plot that could be a source of stray
the two-line hybrid rice seed production system pollen for the seed production plot.
involving EGMS lines has environmental limita- • Distance isolation. Keep a distance of 200
tions requiring strict adherence to the proper tim- m between the seed plot and any other rice
ing according to season and location. For success- pollen source.
ful hybrid rice seed production, the male sterility
trait of the female parent and effective pollen load Determining the seeding
of the male parent with proper flowering synchro- interval for synchronization
nization are the key factors. For three-line seed • Time method. The seeding interval is deter-
production, only the flowering synchronization mined by the difference in growth duration
between the A and R lines is important for higher between the two parental lines. The one with
hybrid seed yields, whereas, for two-line seed pro- longer duration must be sown early accord-
duction, both the male sterility expression under ing to the number of days of difference be-
the sterile phase and the flowering synchrony be- tween the two parents in terms of days to
tween the EGMS and pollen parent influence seed 50% flowering.
purity and bring about higher hybrid seed yields. • Leaf number method. The total leaf number
of a variety is relatively stable at the same
Two safe-period determinations site and in the same season in different years.
for hybrid seed production The rate of growth in terms of leaf number is
• In three-line hybrid rice seed production, influenced by environmental temperature.
favorable climatic conditions for pollina- By observing the leaf number of the early
tion are called the safe flowering period, seeded parental line, you could determine
which is important for increasing the out- the seeding date of the later one because the
crossing rate. In two-line seed production, leaf number difference is rather stable be-
the two safe-periods refers to the conducive tween the two parents.
environmental conditions that support first • Heading date prediction
the induction of complete male sterility and • Remaining leaf number method. The
second the facilitation of proper pollen young panicle differentiation starts from
movement from the pollen parent and fer- the reciprocal third-leaf emergence
tilization of the EGMS parent. (keeping the flag leaf as the first leaf and
• Therefore, the first safe-period determines the leaf before the flag leaf as the 2nd
seed purity, while the second safe-period de- leaf and the leaf before the 2nd leaf as
termines hybrid seed yield. the 3rd leaf) and the time taken for com-

56
plete panicle differentiation is about 30 where the EGMS (female parent) and pollen
days from the start to heading. This parent lines are planted just before flower-
means that the parental line would head ing.
after 30 days, when the reciprocal third • The frame is covered with a muslin cloth
leaf emerges. bag to prevent cross pollination.
• Stripping the young panicle. The young • During the flowering period, the pollen
panicle differentiation could be divided plants are shaken to increase seed setting
morphologically into eight stages and on the EGMS line. This can be facilitated
each stage takes about 3–4 days for de- by opening the flap.
veloping (Table 15, Fig. 19). • Pollen parent plants are harvested first and
threshed separately. The EGMS line is har-
Production of hybrid seeds vested and threshed later to avoid possible
for preliminary yield trials seed admixture.
For preliminary yield trials, the hybrid seed re-
quirement is usually small, but numerous hybrids ii. Modified chimney isolation procedure
are produced simultaneously. The chimney isolation method has been modified
Planting techniques. To produce a small quan- to overcome the problem of synchronization and
tity of hybrid seeds for the OYT or PYT, the fol- to simplify the supplementary pollination. The
lowing are the planting designs: (1) chimney iso- basic layout is the same as that of the chimney
lation, (2) modified chimney isolation, and (3) the method, except for the following differences:
isolation-free method. • The EGMS and pollen parents are sown on
different days to achieve maximum flower-
i. Chimney isolation procedure ing synchronization.
• The desired parental lines are sown on dif- • At the boot-leaf stage of the parental lines,
ferent dates to obtain synchronous flower- 2-m-high barriers are erected to cover the
ing. three sides of a 1-m2 plot, leaving a gap of
• Twenty-five-day-old seedlings of EGMS 20 cm from the ground. The open side is
(female parent) and pollen parent lines are covered by the barrier of the opposite plot.
planted in alternate rows of five plants each The space between the opposite plots is con-
at a spacing of 15 ×15 cm (Fig. 20). venient for cultural operations, including
• Frames of 1 × 1 × 1 m are prepared with supplementary pollination.
either iron or aluminum angles. • Supplementary pollination is done by us-
• Cubicles of 1 × 1 × 1 m are stitched with ing sticks 3–4 times per day at peak anthe-
muslin cloth, with a flap at the top. sis during the flowering period of 7–10 days.
• The metal frame is placed around a 1-m2 area

Table 15. Morphological stages in rice panicle development.

Morphological character Morpho-physiological stages of rice


panicle development (equivalent)

Invisible First bract primordium differentiation


(stage I) and primary branch
primordium (stage II)
Little white hairs Secondary branch primordium
differentiation (stage III)
More large hairs Stamen and pistil primordium
differentiation (stage IV)
Can see the spikelet individually Mid meiotic stage (stage V)
The lemma and palea are visible Late meiotic stage (stage VI)
Spikelet has full size Pollen tetrad stage (stage IV)
Panicle has green color Pollen maturation (stage VII)
Panicle is enclosed in leaf sheath Heading stage (stage VIII, stage IX)
and is about to emerge

57
Stage no. Development Approx. days Approx. panicle
stage before heading length (mm)

I Panicle primordia 30 0.2


II Primary branch primordium 27 0.4
III Secondary branch primordium 24 1.5
IV Stamen and pistil primordia 20 2
V Pollen mother cells 17 10–25
VI Meiotic division 12 80
VII Mature pollen 6 190–250
VIII Ripe stage of pollen 4 260
XI Completed spikelets 1–2 270
X Flowering –

Fig. 19. Development stages of panicle formation to flowering.

58
1.0 m

EGMS line Pollen parent

20 cm
1.0 m

15 cm

20 cm
15 cm

Fig. 20. Position of EGMS line and pollen parent line in the chimney isolation procedure.

iii. Isolation-free method ering of pollen parents in different seed pro-


An isolation-free method developed at the Inter- duction plots.
national Rice Research Institute has been found • When primary tillers of EGMS and pollen
to be more practical and popular in tropical coun- parent lines are in the boot-leaf stage, their
tries. This method is ideal for producing small flag leaves are clipped except for the two
quantities of hybrid seed required for the OYT outermost border rows of pollen parent lines,
and PYT. which act as a barrier for pollen from ad-
• Selected pollen parent lines are grown side joining plots.
by side in 5 × 3-m plots. In each pollen par- • Three to five days after leaf clipping, the
ent line plot, four rows of pollen parent EGMS lines are uprooted (preferably in the
plants are planted as border rows at 20 × 20- morning, that is, 0600—0800) and are
cm spacing to provide isolation from ad- planted in the vacant spaces of the plots.
joining plots. Four vacant spaces 40 cm in • To enhance outcrossing, supplementary
width are left in the middle of the plot, which pollination is advocated at the peak anthe-
are interspersed by single rows of pollen sis period. Care should be taken to shake
parent line plants. About 68 EGMS plants only those pollen parent lines that are flank-
can be planted in these spaces at the time of ing the EGMS lines.
flowering (Fig. 21). • The pollen parent line is harvested first and
• EGMS lines of experimental hybrids are stag- threshed separately, followed by the EGMS
gered five times at 8–10-day intervals to en- line bearing the hybrid seeds.
sure a continuous supply of EGMS plants at • By adopting this method, 3–5 g of hybrid
the flowering stage to synchronize the flow- seed can be obtained from each EGMS/CMS

59
Transferred A line

20 cm
Unclipped R plants
20 cm
Clipped R plants

Restorer line no. 1 Restorer line no. 2

Restorer line no. 3 Restorer line no. 4

Fig. 21. Layout for isolation-free system for producing seeds of experimental two-line hybrids.

plant. A plot with 15–40 EGMS plants can sure purity. The method is described below.
yield 50–200 g of hybrid seed, which will • Isolation. A space isolation of 50 m is ideal
be enough to conduct the OYT for two sea- for hybrid seed production, which means
sons (20 g per season) and replicated PYTs that within this range no other rice varieties
also for two seasons (100 g per season). should be flowering except the pollen par-
ent. If it is difficult to get space isolation, a
Seed production for AYT and MLT time isolation of more than 21 days would
• Strict isolation method. The hybrid seed serve the purpose. Distance isolation can be
required for conducting the AYT should be reduced to 30–40 m if the hybrid seed pro-
highly pure. About 1–2 kg of seed is re- duction plot is surrounded by an additional
quired for this purpose. Therefore, the seed 15–20 rows of pollen parents.
has to be produced in a larger area (100– • Seeding sequence. Parental lines of hybrid
200-m2 plots) under strict isolation to en- combinations differ in their growth duration.

60
Therefore, they have to be seeded on differ- • Supplementary pollination. At the time of
ent dates so that their flowering will be syn- flowering, supplementary pollination is
chronous. A late parent is sown first and an done by shaking the pollen parents with ei-
early parent is sown later, the difference be- ther a rope or bamboo sticks. This operation
ing equal to the difference in their growth has to be done 3–4 times daily at peak an-
duration. The EGMS line is seeded only thesis for 6–10 days. The supplementary
once so as to match the environmental con- pollination technique using bamboo poles
ditions that favor complete male sterility. will substantially increase the experimen-
The pollen parent is seeded three times with tal hybrid seed yield.
3-day intervals, such that the difference be- • Harvesting and threshing. Extreme care
tween the second sowing of the pollen par- should be taken while harvesting and
ent and that of the EGMS line is equal to the threshing the hybrid rice plots. Harvest and
seeding interval between the parental lines. thresh the pollen parent first. Thoroughly
• Row ratio and layout. The optimum row check and remove any panicles of the pol-
ratio for hybrid seed production is 2–3 len parent separately. The seed should be
males:8–10 females. Pollen parent seedlings dried, processed, bagged, and properly la-
are evenly mixed and planted in three rows, beled. The rogues must be removed before
at a spacing of 15 × 15 cm, leaving a space the flowering of the parental lines and be-
for an EGMS line in between. The EGMS fore harvest. The male rows or the pollen
seedlings are planted with a spacing of 30 × parent lines must be harvested carefully and
15 cm. The spacing between the EGMS line threshed separately. Before threshing, the
and the adjacent pollen parent line should threshing machine must be properly cleaned
be 20 cm. Row direction should be perpen- to avoid seed admixture. The labels must be
dicular to the wind direction (Fig. 22). carefully placed on each bag of hybrid seed
• Roguing. Roguing is an important opera- along with the parentage, date of harvest,
tion in a hybrid seed production plot to en- and field location.
sure purity of hybrid seeds. Rogues can be
identified as those that are out of their row Two-line hybrid rice seed
and early in booting, and based on other production on a large scale
morphological characters. The off-types
observed during different growth stages are Isolation from a pollen source is equally impor-
to be removed. Before flowering, roguing is tant for large-scale seed production, especially in
essential, especially in experimental hybrid the initial stages, for a newly released hybrid. To-
seed production plots. Roguing at flower- tal space isolation is the best way for large-plot
ing is also extremely important as pollen seed production. But, a minimum of 200 m dis-
from off-type plants can cause irreparable tance from any other rice pollen source is essen-
damage through cross pollination with male tial for ensuring seed purity.
sterile plants.
• GA3 spray. Spraying of GA3 is recommended Sowing and transplanting
to obtain good panicle exsertion. A dose of For proper flowering synchronization, the male
40–60 g ha–1 by a knapsack sprayer or 15– parental line should be raised on three different
20 g ha–1 by a ULV sprayer is recommended sowing dates to match the estimated heading date
for desired results. The spray liquid required of the female line. Such a sowing plan will pro-
is 500 L and 20 L for the knapsack and ULV vide a continuous supply of pollen during the flow-
sprayer, respectively. GA3 should be sprayed ering of the female (EGMS) parent (Fig. 23).
two times, the first when 15–20% of the At the time of transplanting, the top one-third
tillers have started heading and the second part of the leaves may be chopped off from each
2 days after the first spraying or when 35– uprooted nursery bundle of the pollen parent for
40% of the panicles of the seed parent have its easy identification. The pollen parent can be
emerged. transplanted first in two rows with a space of 45

61
Prevailing wind direction at time of flowering

1st seeding of pollen parent


2nd seeding of pollen parent
3rd seeding of pollen parent
Seed parent

Hill to hill spacing—15 cm


Male to female ratio—3:10
Vacant row

or

Alternate transplanting Random transplanting


of pollen parent of pollen parent

Fig. 22. Layout of breeder seed and hybrid seed production plots.

cm in between the two rows (Fig. 24). Later, the Before flowering, roguing is essential, espe-
EGMS lines can be transplanted in eight or ten cially in hybrid seed production plots. Rogues
rows with 15-cm spacing in between them. A space can be identified as those plants that are out of
of 30 cm between the pollen parent and EGMS their row and early in booting, and based on other
line must also be maintained. morphological characters. The rogues must be re-

62
Pollen parent (3rd) ------------------------------------------ perature rather than by photoperiod. Among the
problems, the most important is the adverse effect
Pollen parent (2nd) -------------------------------------------
of temperature fluctuations caused by sudden/un-
Pollen parent (1st) --------------------------------------------- foreseen local weather changes.
During hybrid seed production at high-tem-
perature locations, a sudden drop in temperature
EGMS female parent flowering
(below the CSP) can be disastrous because of re-
Fig. 23. Proper flowering synchronization between pollen version to the fertile phase resulting in selfing in
and seed parent in a hybrid seed production plot. the female parent or the TGMS line. Hence, care
must be taken to use TGMS lines of low CSP and
moved before the flowering of the parental lines low CFP.
and before harvest. Equally important is the identification of lo-
cations with stable temperature based on several
Supplementary pollination years of meteorological data.
techniques Further, the high-temperature regime can be
Supplementary pollination techniques (i.e., push- prolonged for a minimum of 4 weeks during the
ing the plant over to facilitate pollen movement) sensitive phase.
using rope or bamboo poles will substantially in- Likewise, higher temperature (above the CSP)
crease seed yield. during TGMS seed multiplication at low-tempera-
ture locations can result in reduced percentage
Harvesting seed set, thus seriously affecting seed yield.
The male rows or the pollen parent lines must be Aside from chemical remedies, the real solu-
harvested carefully and threshed separately. Be- tion to these problems lies in developing stable
fore threshing, the threshing machine must be prop- TGMS lines adapted to reasonable fluctuations in
erly cleaned to avoid seed admixture. The labels temperature during hybrid seed production and
must be carefully placed on each bag of hybrid TGMS seed multiplication.
seed along with the parentage, date of harvest, Rather than using a strictly temperature-sen-
and field location for further seed processing and sitive sterility system, it is desirable to use TGMS
packaging for distribution to farmers. lines slightly influenced by photoperiod because
they are flexible regarding temperature fluctua-
Problems and their solutions tions and are more stable for fertility-sterility ex-
in hybrid seed production pression.
Male sterility of EGMS lines, particularly TGMS
and PTGMS lines, is highly influenced by tem-

E E E E E E E E E E P P E E E E E E E E E E P P
E E E E E E E E E E P P E E E E E E E E E E P P
E E E E E E E E E E P P E E E E E E E E E E P P

E E E E E E E E E E P P E E E E E E E E E E P P
E E E E E E E E E E P P E E E E E E E E E E P P
15 cm
E E E E E E E E E E P P E E E E E E E E E E P P

E E E E E E E E E E P P E E E E E E E E E E P P
15 cm 30 cm 45 cm

Fig. 24. Field layout for two-line hybrid seed production. E = EGMS line and P =
pollen parent line.

63
CHAPTER 11

Two-line rice hybrids:


maintenance of genetic
seed purity standards

Compared to three-line hybrids, the development backcross breeding methods. The pseudo-
of two-line hybrids was mainly limited by their hybrids can be identified and eliminated in
purity. The purity of two-line rice is determined the nursery, thereby increasing the purity of
by the uniformity of the fertility transformation of hybrid rice in the field.
EGMS lines, which is probably controlled by both
major and minor genes. These minor genes are not 1. Using nucleus seeds of EGMS
always homozygous during the selection and for seed production
evaluation of EGMS lines, which thus segregate
during seed reproduction, which leads to the dif- The nucleus seeds of EGMS lines produced must
ference in the critical temperature of fertility al- be used for only five generations since there can
teration among individual plants within lines. be a gradual change in CSP levels.
When the environmental temperature is above the The procedure for purifying EGMS lines is as
critical sterility point (CSP), the whole popula- follows:
tion of a TGMS line shows complete male steril- • Select about 100 plants with typical mor-
ity and looks uniform. However, once the tem- phological characters of the original line
perature decreases, a difference among individual from a population with less purity and plant
plants appears. Plants with a lower CSP are sterile, them in pots.
whereas plants with a higher CSP show partial fer- • Transfer the pots into a glasshouse or phy-
tility or even complete fertility. During hybrid totron with the controlled temperature of
seed production, plants with a low CSP are sterile CSP until heading, when the selected plants
and produce hybrid seeds, but plants with a high develop into the secondary rachis–branch
CSP become fertile and produce self seed at low primordial differentiation stage (stage III).
temperature. This causes a mixture of hybrid seeds • Select the plants with 100% sterility. When
with self seeds, which results in a nonuniform hy- the plants begin heading, investigate pol-
brid rice production field. Therefore, purification len and spikelet fertility under the micro-
of EGMS lines is critical to the production of two- scope.
line hybrid seed. The following methods are rec- • Ratoon the selected plants and adjust the
ommended for purification of EGMS lines: controlled-temperature to CFP till heading.
1. Use nucleus seeds directly from the research The self-pollinated seeds harvested are
center for seed reproduction of EGMS lines. called nucleus seeds.
2. Apply anther culture for the purification of • Plant nucleus seeds from each selected plant
EGMS lines. again in rows. Compare their agronomic
3. Introduce a recessive morphological marker traits and fertility with those of the original
into the EGMS line or a dominant morpho- line and harvest the seeds from the rows that
logical marker gene into the pollen parent are identical to the original line in bulk.
line by gene transformation or conventional

65
2. Using anther culture for pounds (such as phenol, catechol, hydroquinone,
purifying EGMS lines pyrogallol, and tyrosine), become uniformly
black. A monogenic recessive gene controls the
Applying anther culture to purify EGMS lines by expression of this trait. If the pollen parent has
producing instant dihaploids that are completely this gene in the homozygous dominant form, the
homozygous for the EGMS trait can be highly selfed seed of the TGMS line mixed with the hy-
useful for the proper maintenance of any given brid seed can be identified easily by the appear-
EGMS line. Such an approach will be highly use- ance of black grains after staining treatment. The
ful for hybrid seed production. true hybrid F1 seed material will appear brownish
EGMS lines that are genetically homozygous white after staining. These two classes of grains
and uniform in morphology have a better photo- can then be separated easily by a color-sorting
and thermoperiod response to fertility alteration. machine (Virmani and Maruyama 1995). This
Those showing a significant difference in fertility method can also be used by seed certifying agents
among individual plants are difficult to purify ef- to determine seed purity percentage.
fectively by conventional methods. Such lines The backcross method is also used to transfer
should undergo anther culture for purification. the recessive marker gene into EGMS lines. The
Choose a suitable sowing date to make procedure is illustrated in Figure 25 using the pale
EGMS plants head at the fertile phase. Alterna- green leaf marker gene (pgl) as an example.
tively, use the ratooned plants that passed the
evaluation test in the growth chamber for purifi- 4. Insertion of a dominant marker
cation. Make the ratooned EGMS plants tiller as gene into the pollen parent
much as possible to increase their panicle number
for anther culture. Appendix II contains the de- A dominant morphological marker is used to dis-
tailed procedure for anther culture. tinguish the pseudo-hybrid plants and it must have
the following characteristics: (1) be controlled by
3. Transferring a recessive a single gene, (2) have a visible phenotype, (3)
marker gene into EGMS lines have no negative effect on any other useful trait,

A recessive morpho-
logical marker is used
to distinguish the March 1991 IGM 19 × 8902S
pseudo-hybrid (with pgl)
plants. The marker July 1991 F1
must have (1) single-
gene control, (2) a
clearly visible pheno- Oct. 1991 8902S × F2 (plants with pale green leaves)
type, (3) no obvious
negative effect on March 1992 B 1F 1 (out of 22 lines, 15 showed fertility
other useful traits, and transformation and M2S was the best
(4) no influence on among them)
EGMS trait expres-
sion. Aug. 1992 B 1F 2 (36 individual sterile plants were selected
from 661 plants with pale green leaves)
The phenol reac-
tion gene (ph gene) is March 1993 B 1F 3 (22 lines with uniform characters and better
one such marker that fertility were selected from 36 lines)
could be incorpo-
rated into TGMS Aug. 1993 B 1F 4 (22 lines were sown in intervals. After 1.5
months, the best one—M2S—was selected)
lines. Paddy grains of
varieties possessing M2S indica P(T)GMS line with pale green
this gene, when leaves
treated with solutions
of phenolic com- Fig. 25. Procedure for transfer of recessive marker gene pgl into EGMS lines.

66
and (4) have no influence on the restoration abil- j) Raise 24 F1 plants per replication, replicated
ity of the pollen parent line. three times. Measure agronomic traits such
The protocol for transferring the herbicide as plant height, tiller number, resistance to
(Basta) resistance gene (Bar) into a pollen parent diseases and pests, and yield. The perfect
using genetic transformation and/or backcrossing transgenic lines should have nonsignifi-
is described below. cant differences with their control in F1 char-
a) Screen the pollen parents used widely in acters.
the commercial hybrids for their regenera- k) Sow T2 seeds derived from T1 plants (nearly
tion ability and those possessing good re- 50 plants are required for each T1-derived
generation ability are selected. plot). Spray Basta in the nursery, select one
b) For gene transformation, use mature seeds plot in which all seedlings are resistant to
and immature embryos as explants. The Bar Basta from each line, and transplant them.
gene is inserted by a particle gun or l) Harvest the selfed seeds from the Basta-re-
Agrobacterium-mediated transformation. sistant plants; these will give a transgenic
c) Transplant about 50 transgenic plants (T0) pollen parent possessing the Bar gene.
into the soil using appropriate agronomic m) In the next year, use these transgenic Bar
management procedures. lines to test the production potential of the
d) Spray herbicide (Basta) on the regenerated two-line transgenic hybrid. If the produc-
plants to kill the sensitive plants. Conduct tion potential of the hybrid is acceptable,
molecular analysis (such as Southern blot- produce the bulk F1 seed. Carry out the nor-
ting) of the resistant plants. mal hybrid trial to ascertain transgenic re-
e) Harvest separately seeds (T1) from T0 plants storer lines with practical production po-
that were identified as single-copy inserted tential.
transgenic plants. n) Seed the bulk seeds of transgenic two-line
f) Sow T1 seeds on a line basis. The seedling hybrids in the seedbed and spray Basta on
number of each line should be more than the seedbed to kill the selfed EGMS seed-
50. Meanwhile, sow the original pollen par- lings and other nonhybrid plants. Only true
ent line as a control. In addition, EGMS hybrid seedlings carrying the Bar gene will
lines should be sown timely using routine survive in the seedbed, which can be trans-
agronomic management practices. planted to the field.
g) Spray herbicide Basta on the T1 plants in
the nursery and select the surviving seed- Special note: Any field experiments with
lings from the lines that show a 3:1 segre- transgenic plants need proper approval and per-
gation ratio for resistance to sensitivity. mission from the government and must be done in
Then transplant them in the field as a single an isolated area for testing. Transgenic plants and
plant per hill. The ideal transgenic plants their derived seeds are forbidden to serve as par-
will be the ones that show no significant ents of a cross, animal feed, and human food with-
difference from their original pollen parent out government approval. This approach, there-
in phenotype. fore, cannot be used freely by plant breeders. As a
h) At the heading stage, cross the transgenic result, it has limited practical application.
plants (pollen parent + Bar gene) with the The purity standards of two-line hybrids are
EGMS line and their control (pollen parent based on grade, varietal purity, seed purity, ger-
line) with the EGMS line at the same time mination percentage, and percent moisture con-
and harvest their F1 hybrid seeds. tent. The standards for China appear in Table 16.
i) Noncrossed panicles from the transgenic The criteria of breeder seeds and foundation
plants should also be bagged, then harvest seeds of three-line hybrids appear in Tables 17
self and crossed seeds (T2) plant by plant. and 18.

67
Table 16. Quality standards for rice seed according to China national standards issued in 1996.

Type Grade Varietal purity Seed purity Germination Moisture


(%) (cleanliness) (%) percentage content (%)

Conventional Basic seed 99.9 98 85 13.0 (indica)


rice Certified seed 98.0 14.5 (japonica)

MS a Basic seed 99.9 98 80 13.0


ML Certified seed 99.0
RL

Hybrids Class 1 98 98 80 13.0


Class 2 96

a
MS = male sterile, ML = maintainer line, RL = restorer line.

Table 17. Seed standards for the three parental lines.

Seed grade Purity (%) Cleanliness (%) Germination (%) Moisture (%) Weed seeds (%)

A line
Breeder 100 >99.9 >93.0 <13.0 0
Foundation >99.9 >99.0 >90.0 <13.0 0

B line
Breeder 100 >99.8 >98.0 <13.0 0
Foundation >99.9 >99.0 >96.0 <13.0 0

R line
Breeder 100 >99.8 >98.0 <13.0 0
Foundation >99.9 >99.0 >96.0 <13.0 0

Table 18. Criteria for field identification of parental multiplication.

Seed grade Sterility and sterile Restoring rate Off-type plants


plants (%) (%) (%)

A Line
Breeder 100.0 – 0
Foundation 100.0 – <0.01

B line
Breeder – – 0
Foundation – – <0.01

R line
Breeder – >85.0 0
Foundation – >85.0 <0.01

68
CHAPTER 12

Future outlook for


two-line rice hybrids

The exploitation of hybrid vigor in rice has shown rice. The underlying genetic mechanism of
the way to increasing rice production after yield fertility alteration needs to be understood
stagnation with the use of semidwarf inbred rice clearly to properly enhance the efficacy of
varieties in irrigated ecosystems. The deployment EGMS seed multiplication and hybrid rice
of three-line rice hybrids in China and elsewhere seed production. Breeding of TGMS lines
in Asia has substantially increased the hopes of with a low CSP is important for developing
sustaining Asian food security. Hybrid rice tech- two-line commercial rice hybrids in the trop-
nology has caught the attention of rice farmers ics. The genetic characterization of the loci
outside China and, during the next ten years, sev- of the EGMS genes from different sources
eral countries should have a large area covered in relation to closely tagged molecular mark-
with rice hybrids. There is a continuous need to ers is useful for marker-assisted selection.
reduce the cost and increase the efficiency of hy- 2. Use of anther culture to develop and/or
brid rice seed production. The discovery of the purify elite EGMS lines. Anther culture tech-
EGMS system in China and later in Japan, at IRRI, niques involving dihaploidization can be
and in India has improved the chances of substan- used to expedite the development and/or
tially reducing the cost of seed production by us- purification of EGMS lines possessing ma-
ing two-line rice hybrids. These hybrids also help jor genes and QTLs in influencing the
to increase heterosis beyond the level of three- PGMS/TGMS trait.
line rice hybrids. The two-line hybrids have al- 3. Breeding for super high-yielding two-line
ready created an impact in China, with their area hybrids. Two-line hybrid rice technology
reaching 2.6 million ha. Among the several two- involving EGMS lines allows the choice of
line rice hybrids, Liangyou PeiJiu (Peiai64S/9311) a wider range of parental combinations and
gave the highest average yields of 11 t avoids the negative effects of male-steril-
ha–1 on 10-ha farms in two successive years. The ity-inducing cytoplasm. Rice scientists at
highest yield recorded was about 12.1 t ha–1, a IRRI and in China can now use new plant
new record in these areas, clearly revealing the type (NPT) lines developed in the tropical
enhanced potential of two-line rice hybrids. Out- japonica and indica/tropical japonica back-
side China, two-line rice hybrids are also being ground as male and/or female parents to de-
developed at IRRI and in Vietnam, India, Korea, velop hybrids with enhanced heterosis.
the Philippines, Thailand, and Egypt. Two-line breeding technology can over-
Future research priorities include the follow- come the major problems of wide incom-
ing: patibility and the narrow range of restorers
1. Development of stable EGMS lines. Stable in exploiting indica-japonica heterosis.
elite EGMS lines with a precise fertility al- 4. Incorporation of hybrids with resistance to
teration mechanism hold the key to success biotic stress. Two-line rice hybrids possess-
in developing two-line commercial hybrid ing multiple resistance to diseases and in-

69
sects can be developed more expeditiously approach make it more cost-effective, this
than three-line hybrids since the desired re- technology can be adopted by resource-poor
sistance genes need to be incorporated in farmers.
two rather than three parental lines. 6. Quality. The negative influence of WA cy-
5. Abiotic stress tolerance. Hybrid rice tech- toplasm on certain quality parameters (such
nology so far has been used under the irri- as grain chalkiness) allows the alternative
gated rice ecosystem. Environmental deg- use of EGMS-based two-line hybrid rice
radation resulting from salinity and water technology to overcome such drawbacks.
shortages has posed a major threat to sus-
taining food production. Researchers at IRRI A multidisciplinary approach in developing
and in Egypt, India, and China have found superior EGMS lines and pollen parents can help
that hybrid rice technology can be extended to develop two-line rice hybrids suitable for the
to saline-prone irrigated conditions because different ecological situations in which rice is
hybrids have performed exceedingly well grown. Despite the promise that two-line hybrid
under moderate to high saline soil condi- rice technology holds, it would be wise to have a
tions. Since the high cost of seed is a major harmonious balance in using two-line and three-
constraint to the adoption of this technol- line hybrids and conventional rice varieties in an
ogy by resource-poor farmers and two-line appropriate manner in national rice production
hybrid breeding and the seed production programs.

70
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Authors

S.S. Virmani is plant breeder and deputy head,


Plant Breeding, Genetics, and Biochemistry Divi-
sion, IRRI; Sun Zongxiu is a research professor at
the Key Laboratory for Rice Biology of the Min-
istry of Agriculture and at the China National Rice
Research Institute, Hangzhou; Mou Tongmin is a
professor in the Agronomy Department of
Huazhong Agricultural University in Wuhan,
Hubei; Jauhar Ali is national coordinator of the
Hybrid and Molecular Rice Breeding Program of
Iran at the Rice Research Institute of Iran in Rasht;
Chang Xiang Mao was a plant breeder at IRRI and
is now senior rice breeder cum chief of the Inter-
national Project Office at the Rice Research Insti-
tute of the Guangxi Academy of Agricultural Sci-
ences in Nanning City, Guangxi, China.

76
Glossary

A B
A line – the male sterile parent involving cyto- B line – the fertile counterpart parent of the male
plasmic or cytoplasmic genetic male steril- sterile A line of a cytoplasmatic or cytoplas-
ity. It is also known as a CMS line. mic genetic male sterility system that is used
adaptability – the ability of a genotype to adjust as a male parent to maintain the latter. It is
to a given environment and give a reason- also known as a maintainer line.
ably good yield. backcross method – a breeding method in which
allo-plasmic lines – CMS or restorer lines that the F1 hybrid is again crossed with either of
have different cytoplasms. its parents. The resulting progeny is called a
anther – terminal part of the stamen that contains backcross progeny.
the pollen grains (male gametes). backcross nursery – breeding nursery in which
anthesis – the action of opening of a flower or male sterile plants identified among the test-
spikelet of rice. crosses (CMS ´ elite lines) are crossed with
apiculus – a small acute point or tip of a rice spike- the respective male parents to transfer cyto-
let; extension of the lemma or palea. plasmic male sterility into the nuclear geno-
apomixis – a kind of asexual reproduction type of the elite line.
through seed in which the embryo develops boot – a rapidly growing panicle enveloped by
from a maternal cell without fertilization. The the flag-leaf sheath. In tissue culture, this re-
resulting seed has the same genetic constitu- fers to the panicle collected when the distance
tion as that of the seed parent. between the collar of the flag leaf and sub-
apparent heterosis – subjective superiority of a tending leaf is about 7 to 8 cm.
hybrid over its parents or a check variety booting – bulging of the flag-leaf sheath because
based on visual observation. of the growing panicle inside.
augmented design – a statistical design used for border rows – the recommended number of rows
evaluation of genotypes in which the check of the male parental line grown on all sides of
varieties are replicated and the test entries are the hybrid seed production plot to minimize
not replicated but are allotted randomly to contamination by outcrossing with stray pol-
the blocks. len.
auricles – the small paired ear-like appendages bract – a leaf from the axis from which a flower
on either side of the base of the rice leaf blade arises.
that may not be present in older leaves. breeder seed – breeder seed is the seed of the high-
awn – a bristle-like extension of varying length est genetic purity and is produced by the
originating from the lemma of the spikelet. agency sponsoring a variety; it is used to pro-
duce foundation seed.

77
C critical difference – a statistical parameter com-
caryopsis – a small one-seeded dry indehiscent puted to test whether the observed differences
fruit with a thin membranous pericarp adher- between the means of entries are significant
ing so closely to the seed that fruit and seed or not.
are incorporated in one body, forming a critical fertility point (CFP) – the critical tem-
single grain, as in wheat and barley. In rice, perature or photoperiod experienced by the
brown rice is the caryopsis. EGMS line during the sensitive stage results
certified seed – seeds used for commercial crop in maximum pollen and spikelet fertility.
production produced from foundation, regis- critical sterility point (CSP) – the critical tem-
tered, or certified seeds under the regulation perature or photoperiod experienced by the
of a legally constituted agency. In hybrid rice, EGMS line during the sensitive stage results
it is F1 seed produced directly from CMS × in complete pollen and spikelet sterility.
restorer lines grown as per certification stan- cross fertilization – the fertilization of an egg
dards. nuclei (ovule) of one parent by the pollen of
CHA (chemical hybridizing agent) – any chemi- another parent.
cal that is used to induce male sterility in cytoplasm – all the protoplasm of the cell except
plants. the nucleus.
check variety – any popular or high-yielding va- cytoplasmatic heredity/inheritance – the trans-
riety widely grown in a region. mission of characters from parent to offspring
chemical mutagen – any chemical used to induce through the cytoplasm of the germ cell.
mutations artificially.
chemical hybridizing agent (CHA) – this is any D
chemical formulation, that is, auxins, antiaux- daylength - number of light hours in a day.
ins, growth regulators, arsenicals, oxanilates, diallel mating – a mating design in plant breed-
ethylene-releasing compounds, halogenated ing in which a set of parents is crossed in all
aliphatic acids, etc., that has the ability to possible combinations.
selectively sterilize the male gametes with- dihybrid – a hybrid of two different genes; het-
out affecting ovular fertility and is not phy- erozygous for two pairs of alleles.
totoxic. diploid (2n) – an organism having two chromo-
CMS – the CMS line is governed by genetic fac- somes of each kind.
tors present in the mitochondria of the cyto- disomic – a plant having one or more chromo-
plasm responsible for inducing selective male somes duplicated, but not the entire genome.
sterility. But its pistil is normal and it can diverse – having or capable of having various
produce seeds when pollinated by any nor- forms or qualities.
mal plant. dominance – intra-allelic/intragenic interaction
combining ability – the ability of a genotype (in- with complete suppression of the effects of
bred, pure line, or synthetic) to transfer its one allele by another.
desirable traits to its progeny: general—av-
erage performance of a strain in a series of E
crosses; specific—deviation from perfor- effective accumulated temperature (EAT) – the
mance predicted on the basis of general com- total effective temperature in centigrade re-
bining ability of parental lines. ceived by the plant from seeding to flower-
correlation coefficient – a measure of the degree ing. It is useful for predicting flowering.
of association between two variables that is
computed as the ratio of the covariance of the EAT = Mean daily temperature (°C) – tem-
two variables to the products of their stan- perature higher than 30 °C – temperature of
dard errors. Its values vary between –1 and lower limit (18 °C)
+1.
covariance – the mean of the product of the de- emasculation – the process of removal of anthers
viation of two varieties from their individual from the florets so as to make the plant male
means. sterile.

78
elite line – an improved breeding line or a variety. gametophytic – in this system, the sterility/fertil-
endosperm – the nutritive tissue of the ripened ity reaction is imparted to the pollen by the
ovary. It consists of the aleurone layer and genetic constitution of the pollen itself and
the starchy tissue, and serves as the source of is controlled by a single gene, which may have
food for the germinating embryo. a large number of allelic forms.
environmental genic male sterility (EGMS) – genetic purity – trueness to type; seeds/plants
male sterility–fertility transformation con- confirming to the characteristics of the line/
trolled by environmental factors such as tem- variety/hybrid as described by the breeder.
perature and photoperiod. genetic shift – change in the genetic makeup of
epistasis – the interaction of different genes in the the line/variety/hybrid if grown over a long
expression of a trait. period, particularly in areas outside its adap-
tation.
F genic male sterility – the type of male sterility
F1 – abbreviation for the first filial generation, governed entirely by the nuclear genes. It may
usually the hybrid between two homozygous be transmitted by either the male or female
parents. parent.
fertility restoration – an ability of a genotype to germination – the resumption of growth by the
restore fertility to its progeny when crossed embryo and development of the young plant
to a CMS line. from the seed. Germination, precisely, is the
fertilization – fusion of the nuclei of male and emergence and development from the seed
female gametes. embryo of those essential structures that, for
flag leaf – the uppermost leaf (of rice plant) origi- the kind of seed being tested, indicate the
nating just below the panicle base. ability to develop into a normal plant under
flag-leaf clipping – a method of cutting 1/2 to favorable conditions in the soil.
2/3 of the flag leaf from its tip in CMS and grain – the ripened ovary and its associated struc-
restorer lines to facilitate easy pollen dispersal. tures.
floret – a unit of the spikelet, which includes the
lemma, palea, and the flower. H
flower, rice – the reproductive organ consisting heading (flowering), rice – growth stage of the
of lemma, palea, two lodicules, six stamens, rice plant marked by the emergence of the
and the pistil. panicle from the boot followed by anthesis.
foundation seed – seed stock produced from heritability – broadly, the proportion of observed
breeder seed by or under the direct control of variance that is inherited, the remainder be-
a breeder or a research station. Foundation ing due to environmental effects. Strictly, the
seed is the source of certified seed, either di- proportion of variance caused by the addi-
rectly or through registered seed. tive effect of genes.
heterobeltiosis – refers to the phenomenon in
G which an F1 hybrid obtained by the crossing
GA3 – a form of gibberellic acid that is sprayed on of two genetically dissimilar parents shows
CMS lines to obtain good panicle exsertion. superiority over the better parent in one or a
gamete – a mature reproductive male or female combination of characters.
germ cell, sperm, or egg specialized for fer- heterosis – refers to the phenomenon in which an
tilization. F1 hybrid obtained by the crossing of two ge-
gametic (tissue or generation) – having “n” num- netically dissimilar parents shows superior-
ber of chromosomes (haploid), in contrast to ity over mid-parental values in one or a com-
zygotic tissue with 2n (diploid). bination of characters.
gametocide – organic or inorganic chemicals used heterosis (standard) – refers to the phenomenon
for killing the functional sexual parts (pol- in which the F1 hybrid obtained by the cross-
len, ovule) of the plant. These may be selec- ing of two genetically dissimilar parents
tive for male or female parts. shows superiority over the best standard check
prevailing at that time in one or a combina-
tion of characters.

79
heterosis breeding – a method of breeding to de- isolation (barrier) – the separation between two
velop an F1 hybrid obtained by the crossing groups can be provided by topography sur-
of two genetically dissimilar parents. face features or artificial/natural obstacles to
heterozygote – an individual having different al- a height of at least 2.5 m for rice.
leles for any gene pair and producing two isolation-free method – a method of producing
kinds of gametes. hybrid seed for experimental purposes with-
heterozygous – hybrid for any gene pair, with dif- out isolation but by providing crop barriers
ferent alleles for the gene being considered. of 2–4 rows of the restorer lines.
hill – a group of rice plants directly adjacent to isolation (space) – separation is provided by keep-
each other because the seeds or seedlings were ing a certain distance between two groups. A
planted together. A hill may also consist of space isolation of 50–100 meters is ideal for
only one plant. hybrid rice seed production.
hybrid – the product of a cross between geneti- isolation (time) – separation is provided by grow-
cally dissimilar parents. ing two groups at different times of the crop
hybrid rice – the F1 seed of rice bred for commer- season so that one group is already mature
cial use. (stopped providing pollen) when the other
hybrid vigor – increased vigor of the hybrid over group reaches flowering. Generally, a period
its parents in one or more characteristics. of 21 days’ difference in flowering is suffi-
hybridization – a breeding method in which two cient for rice.
varieties are crossed to produce new variabil- isoplasmic – these are the CMS or restorer lines
ity and desired recombinants. The hybrids are differing in nuclear genetic constitution but
allowed to self-pollinate and the segregating having common cytoplasm.
populations are handled by an appropriate
method. L
leaf number – total number of leaves developed
I on the main culm of a plant, which is a char-
inbred – an individual resulting from the mating acteristic feature of each variety.
of closely related parents or by selfing. lodicules – the two scale-like structures adjoin-
inbred line – a nearly homozygous line produced ing the base of the palea that control the open-
by continued self-fertilization. ing of the lemma and palea during anthesis.
inbreeding – the interbreeding of closely related
individuals occurring naturally (as in a closed M
population) or as a deliberately chosen sys- maintainer line – a pollinator variety is used to
tem of breeding and serving especially to pre- pollinate a CMS line and produce progenies
serve and fix desirable characters or to elimi- that remain male sterile. If there is no main-
nate unfavorable characters from a suitably tainer line, the male sterile line cannot be
selected stock but tending to bring about an maintained and multiplied generation after
unwanted decline (as in size, vigor, or fertil- generation.
ity) through the fixation of undesirable and male sterility – absence or nonfunction of pollen
often recessive characters when the initial in plants.
stock is in any way defective. mature grain stage (rice) – stage occurring dur-
indoor growth cabinets – small indoor chambers ing the ripening phase when the inside of the
wherein temperature, humidity, and light are grain is at first watery but later turns milky in
artificially controlled. consistency.
intersubspecific hybrid – a cross between differ- milling yield – the estimate of the quantity of
ent subspecies of a crop. For example, in rice, head rice and of total milled rice that can be
hybrids between indica and japonica lines are produced from a unit of rough rice. It is gen-
considered as intersubspecific hybrids. erally expressed in percentage.
isolation – the separation of one group from an- multilocation trial – yield trials conducted in
other so that mating between or among groups different locations to study the adaptability
is prevented. of varieties/hybrids over environments.

80
N PGMS – photoperiod sensitive genic male sterile
nuclear genes – genes located on the chromo- line. The genic male sterile plants that re-
somes. spond to the photoperiod or duration of
nucleus – a small quantity of genetically pure seed daylength in terms of pollen fertility and ste-
produced under the strict supervision of the rility behavior.
plant breeder. phenotypic acceptability – breeders’ shorthand
to record their observations on overall accept-
O ability of breeding lines or populations. This
off-type – the plants/seeds of the same crop devi- can be done using an acceptability score of
ating significantly from the characteristics of 1–9. For example, 1 = excellent plant type
the variety/hybrid as described by the breeder. and absence of diseases. Promote to the next
one-line breeding – this uses apomixis as a means level of testing and spread to other breeding
to fix the heterosis of F1 hybrids into true- programs. 3 = very good appearance. Promote
breeding hybrids and is also known as the to next level of testing. 5 = fair appearance,
one-line breeding method. but has a few essential shortcomings (too
outcrossing rate – the extent of cross pollination early maturity, etc.). Use as parent in hybrid-
measured on the basis of seed set to the total ization block. 7 = poor appearance, but has a
number of spikelets. few important traits that make it suitable as a
outdoor growth cabinets – the small cabinets lo- donor. Make a few crosses. 9 = poor. Discard.
cated outside where temperature and humid- photoperiod – duration of daylength.
ity are artificially controlled while light pro- pistils – the female reproductive organ consisting
vided is natural. of the ovary, style, and stigma.
ovary – the bulbous basal portion of the pistils plant growth substances – natural and synthetic
containing one ovule. compounds that elicit growth and develop-
overdominance – superiority of the heterozygote mental or metabolic responses. These sub-
Aa over either homozygote AA or aa. stances are usually not metabolites in the
sense that they are not intermediates or prod-
P ucts of the pathways they control, and they
panicle – the terminal component of a rice plant are active at very low concentrations.
that bears the rice spikelets. planting ratio – the ratio in which the male and
panicle development – the growth stage of the female parental lines are planted to make a
rice plant in which the spikelets become dis- crossing block in hybrid seed production or
tinguishable and the panicle extends upward maintenance of the CMS line.
inside the flag-leaf sheath. plumule – the leaves of the young plant in any
panicle exsertion – growth stage of the rice plant embryo It is enclosed by the coleoptile.
marked by the emergence of the panicle from pollen – a mature reproductive male germ cell
the boot. (microsporocyte) specialized for fertilization.
panicle exsertion rate – the extent to which the pollen fertility/sterility – the ratio of fertile/strerile
panicle is exserted out of the flag leaf. pollen grains to the total pollen grains
panicle initiation (rice) – growth stage that starts counted in 3–4 fields under a microscope and
when the primordium of the panicle has dif- expressed in percentage. Fertility/sterility of
ferentiated and becomes visible. pollen grains is determined by their stainabil-
partial restorer – a pollinator variety used to ity with 1% IKI stain.
pollinate a male sterile line to produce F1 male Pollen fertility/sterility gradiation
fertile progenies, which produce partial seed
set upon selfing. % sterile pollen Category % fertile pollen
pedigree – the record of the ancestry of an indi-
vidual or a cultivar. 0–20 Fully fertile 81–100
21–40 Fertile 61–80
pedigree nursery – a nursery consisting of segre- 41–70 Partially fertile 31–60
gating families in different generations de- 71–90 Partially sterile 11–30
rived from different crosses. 91–99 Sterile 1–20
100 Completely sterile 0

81
pollen load – the amount of air-borne pollen per rogue – a variation from the standard of a variety
liter per hour at peak anthesis on a specified or strain. Roguing is the removal of undesir-
day. able individuals to purify the stock.
pollen parent – male parent of a cross combina- row ratio – the proportion of seed parents and
tion. pollen parents planted to maintain cytoplas-
pollination – transfer of pollen from the anther to mic male sterile lines or to produce F1 hybrid
the stigma of a flower. seed in a seed production plot.
progeny – offspring; individuals resulting from a
mating. S
pure line – a line that has been rendered almost secondary tillers – tillers arising from primary
homozygous by repeated self-pollination over tillers.
generations. second leaf – the first differentiated leaf with blade
purity – the composition by weight of the sample and sheath.
being tested and, by inference, the composi- seed – the fertilized and ripened ovule of a seed
tion of the seed lot; the identity of various plant comprising an embryonic plant accom-
kinds of seeds and inert matter constituting panied by a store of food (as endosperm or
the sample. perisperm), enclosed in a protective seed coat,
and capable under suitable conditions of in-
R dependent development into a plant.
random mating – a system in which every indi- seed dormancy – the ability of mature seeds to
vidual plant in a population has an equal delay their germination after reaching physi-
chance of becoming pollinated by any other ological maturity.
individual. seed parent – a female parent of a cross combina-
randomization – allotting treatments to different tion.
plots without any bias. seed viability – in general, the state of being alive;
recurrent selection – a method of breeding de- ability of the seed to germinate and produce
signed to concentrate favorable genes scat- normal seedlings.
tered among several individuals by selecting seedbed – the bed on which rice seeds are sown,
in each generation among the progenies pro- consisting of soil (wetbed method) or banana
duced by random mating of the selected indi- leaves, plastic sheets, or concrete floor
viduals (or their selfed progenies) of the pre- (“dapog method”).
vious generation. seeding sequence – the order of seeding the pa-
replication – repeating the experiment under iden- rental lines based on their growth duration so
tical conditions with the objective of reduc- that they reach flowering at the same time.
ing the experimental error. seedling (rice) – from seed germination to early
restorer line – a pollinator variety is used to pol- tillering; a juvenile plant.
linate the male sterile line to produce F1 prog- self-fertilization – fusion of male and female ga-
enies that are male fertile and thus produce metes from the same individual.
seeds on selfing. source nursery – breeding nursery where all the
retestcross – a cross made beween a cytoplasmatic genetic material, including sources impart-
male sterile line and a test variety (identified ing cytoplasmic male sterility, genotypes
to be a restorer in the testcross) to recheck the with specific traits useful for a hybrid breed-
potentialities of the F1 to give normal seed ing program, and elite rice lines showing high
set upon selfing. general and specific combining ability, is
retestcross nursery – breeding nursery to evalu- maintained for use in a hybrid breeding pro-
ate the retestcross F1s and corresponding male gram.
parents. spikelet – the basic unit of the rice inflorescence
ripening phase (syn. maturity phase, grain-fill- consisting of the two sterile lemmas, the
ing phase) – the period from pollination to rachilla, and the floret.
harvest. spikelet fertility – the number of filled spikelets
to the total number of spikelets on a panicle.

82
sporophytic – in this system, sterility/fertility is three-line breeding – a breeding strategy to de-
imparted to the pollen by the mother plant velop hybrids uses three important lines—
upon which the pollen is borne and the geno- CMS lines (A lines), maintainer lines (B lines),
type of the pollen has no bearing per se. It and restorer lines (R lines)—in a two-step seed
may be controlled by more than one gene with production system as follows: (1) CMS line
multiple alleles. multiplication from an A × B cross in the field
staggered planting – planting the restorer line on through natural outcrossing and (2) hybrid
different dates to maintain a uniform and regu- (A × R) seed production.
lar supply of the pollen to the spikelets of a tiller – a vegetative branch of the rice plant com-
cytoplasmic male sterile line that continues posed of roots, culm, and leaves, which may
to bloom for a longer period. or may not develop a panicle.
stamen – the male reproductive organ consisting tillering – growth stage of the rice plant that ex-
of the anther and the filament. tends from the appearance of the first tiller
sterile – failing to produce or incapable of pro- until the maximum number is reached.
ducing offspring. topcross – a cross between a selection, line, clone,
stigma – the apex of the pistil of a flower, upon etc., and common pollen parent is called the
which pollen is deposited at pollination. topcross of a tester parent.
stigma exsertion rate – the proportion of spike- two-line breeding – breeding methodology in
lets with exserted stigma (either on one or on which only two lines, a male sterile line (pho-
both sides) to the total number of spikelets in tosensitive, thermosensitive, or chemically
a panicle. induced) and a pollen parent, are used to pro-
supplementary pollination – a method of shak- duce F1 hybrids.
ing the male parent at the time of peak anthe-
sis so as to disperse pollen grains to increase U
the seed set on a CMS line. This is particu- uniformity – the extent of similarity between the
larly necessary when the wind velocity is less individuals of a population.
than optimum (2–3 m sec–1).
synchronization (anthesis) – refers to the simul- V
taneous opening of the spikelets of the seed variance – the mean squared deviation of variet-
and pollen parents. ies from their mean.
synchronization (flowering) – refers to the simul- vegetative phase – the period from germination
taneous flowering of seed and pollen parents to panicle initiation.
despite having different growth durations. viability – the ability to grow and develop.
vigor – the capacity for natural growth and sur-
T vival, as of seed, plants, or animals.
TGMS (thermosensitive genic male sterile) line volunteer plants – unwanted plants growing from
– the genic male sterile plants that respond to the seed (may or may not be the same crop)
the temperature in terms of their fertility/ste- that remains in the field from a previous crop.
rility behavior.
testcross – a cross made between a cytoplasmic W
male sterile line and a test variety to identify wide compatibility – the ability of a genotype to
maintainers and restorers. produce normally fertile progeny when
testcross nursery – breeding nursery where F1 prog- crossed with both indica and japonica testers.
enies of cytoplasmic male sterile lines and wide hybridization – a process of crossing be-
test varieties are screened for pollen sterility/ tween distantly related species.
fertility and spikelet fertility to identify
maintainers and restorers.
thermosensitivity – sensitivity of a genotype to
varying temperature regimes in terms of pol-
len or spikelet sterility/fertility.

83
Appendix I

Identifying male sterility heading but its flowers have yet to flower,
sample the five apical spikelets and immerse
When rice plants start heading, male sterility is them in a tube with a screw cap containing
identified with the following methods: fixative solution (alcohol:acetic acid, 3:1)
1. Visual inspection and store them at room temperature. For
At the complete flowering stage, observe the microscopic observation under the light mi-
color and plumpness of the anthers in the croscope, rinse the spikelets with distilled
male sterile plants directly with the naked water, place the anthers from three or five
eye. Shake the panicles slightly to examine spikelets on a slide, and crush them on the
the dehiscence of anthers. Pay attention to slide with a drop of 1% IKI stain. Observa-
detecting any pore dehiscence that occurs tions for each microscopic field must have
at the basal part of the anthers. Male steril- more than 60 pollen grains and be averaged
ity in rice plants is expressed by anthers that for five different fields. The fertile pollen
are whitish/pale yellow, shriveled, and grains will be spherical and darkly stained,
nondehiscent. whereas the sterile pollen grains will be ei-
2. Seed set on bagging ther unstained and spherical or unstained
When the plants just start heading but their and irregular in shape. Pollen fertility per-
florets have yet to flower, cover the panicles cent is calculated as the number of stained
with glassine paper bags to check whether spherical pollen grains with normal shape
self seed setting has occurred. In practice, and size to the total number of pollen grains
two panicles are bagged for each plant. Af- expressed in percentage. Many of the EGMS
ter 25 days, observe the seed setting in the lines in the completely sterile phase, that is,
bagged panicles. If no seed is set, the plant under very high-temperature or long-pho-
is considered to be completely male sterile. toperiod conditions, become pollenless and
When a few seeds (i.e., 5–20%) are produced, only the anther bag remains.
the plant is considered to be partially male
sterile. The spikelet fertility percent is cal- Classifying male sterility according
culated as the number of filled spikelets di- to the morphology of sterile pollen
vided by the total number of spikelets (i.e.,
filled and unfilled spikelets) per panicle on 1. Typical abortion type
a per plant basis multiplied by 100. The pollens are irregular in shape; some are
3. Pollen viability study under the triangular, some are shuttle shaped, etc.
microscope They are unstained with IKI solution. Pol-
Collect five spikelets at the time of flower- len abortion occurs mainly at the one-
ing and squash the anthers in 1–2 drops of nucleus stage. So, this type is also called
1% acetocarmine or 1% IKI (iodine potas- the uninucleate abortion type. The CMS
sium iodide) stain. When the plant just starts lines of the WA type correspond to this type.

85
2. Spherical abortion type For most EGMS lines, fertility to sterility al-
Pollens are spherical and unstainable with teration behavior has been well documented, es-
IKI solution. Pollen abortion occurs ap- pecially for different pollen types with the gradual
proximately at the two-nuclei stage. So, this change in environmental conditions. When an
type is also called the binucleate abortion EGMS line is placed during its sensitive phase
type. The Hong-Lian type CMS lines are under extremely high-temperature (e.g., >35 ºC)
representative of this type. or long-photoperiod (15 h) conditions, no-pollen
3. Stained abortion type types and typical abortion types are observed.
Pollens are spherical, but partially or lightly While under relatively less higher temperature near
stained with IKI solution. Pollen abortion its CSP level (e.g., >32 ºC) or photoperiod >14 h,
occurs mainly at the three-nuclei stage, so the unstained spherical and abortive types are
the trinucleate abortion type is its other observed. And with a further lowering of tempera-
name. The boro-type CMS line are included ture or photoperiod, the fertile stained spherical
in this type. pollen types and unstained spherical pollen types
4. No-pollen types are observed. As the EGMS lines experience the
There are no pollen grains, indicating that environment that approaches the CFP level, that
abortion occurs even before the pollen is, <24 ºC or <13.5 h, the fertile stained spherical
mother cell formation stage. An example is pollen grains are observed in a higher percentage.
SA2. This gradual change can be observed with chang-
5. Antherless type ing environmental conditions within an EGMS
Under extreme cases, this has been observed line by collecting regularly the pollen grains upon
in certain EGMS lines with no anthers at all, flowering from subsequent flowering panicles.
leaving the female organs functional and
intact.

86
Appendix II

Protocol for anther culture 6. Regenerants should be taken to the field


and raised under special fertility-condu-
This section is based on Xiang et al (1993), Li et cive conditions.
al (1994a, 1995), and Pan et al (1993). 7. Vigorous-looking plants that may be
1. Young panicles at the meiosis stage as dihaploids should be selected and their
plant material for in vitro irradiation (0.5 seeds kept separate. Weak plants should
to 3.0 KR). The panicles were pretreated be treated with colchicine for chromosome
for 7 d under 6–10 h of irradiation, fol- doubling since they may be haploids.
lowed by incubating anthers on M8 me- 8. Seeds obtained should be sown and raised
dium with 2 mg L–1 2,4-D, 2 mg L–1 NAA, under sterility-conducive conditions for
1 mg L–1 KT, and 5% sucrose. the selection of male sterile lines.
2. Select and plate the anthers in N6 media 9. Sterile plants should be ratooned and
from the F1 hybrids of TGMS × non-TGMS brought to low temperature or shorter pho-
or PGMS × non-PGMS (Chu et al 1975) or toperiod for inducing fertility to get self
in M8 media (Mei et al 1988). seeds.
3. To obtain a higher success rate of useful 10. TGMS and PGMS lines should be screened
dihaploids, a large number of anthers must based on the criteria for ideal EGMS lines.
be plated in N6 or M8 media for more than 11. Four TGMS lines, 6442S, 1286S, HS-1,
5,000 petriplates, with 100 anthers on each and HS-5, and one PTGMS line, Lu Guang
petriplate (6 cm). Callus initiation is <7% 2S, have been developed through anther
and the regeneration rate is <20%. culture and extensively tested in Jiangxi,
4. The callus obtained must be tried for the Sichuan, and Fujian provinces of China.
regeneration of plants.
5. Regenerated plants should be hardened in
1/2 MS liquid media followed by activated
charcoal-sterilized soil medium, adopting
standard procedures.

87
Appendix III

Data to be recorded for hybrid rice experiments


Breeding nurseries Evaluation trialsa
Characters
Source EGMS Testcross Backcross OYT PYT AYT MLT On-farm
nursery nursery nursery nursery

Days to flowering (d) ! ! ! ! ! ! ! ! !


Vegetative vigor (score) ! ! ! o
Plant height (cm) ! ! ! !
Panicles m–2 (no.) ! ! ! ! !
Anther color and shape (ypl;ws)b ! ! !
Pollen fertility (%) ! ! !
Spikelet fertility (%) ! ! ! ! !
Panicle exsertion rate (%) ! ! !
Stigma exsertion rate (%) ! ! !
Outcrossing rate (%) ! !
No. of filled grains panicle–1 ! ! ! ! !
Apparent heterosis (scale) ! ! ! ! ! !
Grain yield (kg ha –1) ! ! ! ! !
Grain type (scale) ! ! o ! ! ! ! ! !
Phenotypic acceptability (scale) ! ! ! ! ! ! ! ! !
Reaction to pests/diseases o o ! ! !
Weather data ! ! o

OYT = observational yield trial, PYT = preliminary yield trial, AYT = advanced yield trial, MLT = multilocational trial.
a

ypl;ws = yellow plumpy; white shriveled.


b

!= essential, o = optional.

88

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