1. Introduction
Drought stress is among the most consequential abiotic constraints on agricultural productivity, and its frequency, duration, and intensity are expected to increase under projected climate change [
1,
2]. Water deficiency disrupts photosynthetic carbon assimilation, stomatal regulation, nutrient transport, cellular redox balance, and biomass allocation [
3,
4]. Strawberry (
Fragaria ×
ananassa) is particularly sensitive because of its relatively shallow root system and high transpiration demand; even moderate reductions in substrate moisture may impair growth, fruit development, and yield [
5,
6]. Reliable strategies for increasing drought resilience therefore require not only effective biological interventions but also quantitative tools capable of measuring coordinated plant responses [
7,
8].
Plant responses to drought involve simultaneous physiological adjustments. Abscisic acid-mediated stomatal closure reduces transpiration but also restricts CO
2 diffusion and photosynthetic carbon fixation [
3,
9]. Prolonged imbalance between light absorption and carbon fixation may impair photosystem II (PSII), which is reflected in chlorophyll-fluorescence variables such as maximum quantum efficiency (Fv/Fm) and the performance index (PI) [
10,
11,
12]. Drought-induced reactive oxygen species may destabilize membranes and increase electrolyte leakage, whereas maintenance of tissue hydration and relative water content reflects the capacity to preserve water status [
4,
13,
14,
15]. No single measurement captures all of these partially coupled processes.
Plant growth-promoting rhizobacteria (PGPR) can mitigate abiotic stress through several mechanisms, including modification of root architecture, regulation of phytohormonal signalling, ACC-deaminase activity, osmolyte accumulation, nutrient mobilization, siderophore production, and stimulation of antioxidant systems [
16,
17,
18,
19,
20,
21]. Beneficial effects have been reported in cereals and horticultural crops, including strawberry [
22,
23]. However, quantitative comparisons among strains remain methodologically fragmented. Many studies evaluate isolated traits or compare raw drought-condition values without explicitly separating general growth promotion under optimal moisture from a treatment-specific response to drought. Consequently, a strain may appear favourable because it performs well in both moisture regimes, even if it does not specifically reduce the physiological impact of water deficit [
24,
25,
26,
27,
28,
29,
30,
31,
32,
33,
34].
Composite indices offer a potential remedy to this single-trait fragmentation. Classical drought-tolerance indices such as tolerance (TOL), mean productivity (MP), geometric mean productivity (GMP), stress susceptibility index (SSI), stress tolerance index (STI), and yield stability index (YSI) summarize performance under stress and non-stress conditions, primarily using agronomic yield [
29,
32,
33,
34]. Multitrait approaches, including Smith–Hazel-type selection indices, MGIDI, MTSI, and FAI-BLUP, integrate several variables or quantify proximity to an ideotype [
26,
27,
28,
35,
36,
37]. These approaches are valuable, but they were not designed specifically to isolate PGPR × drought responses at the replication level before cross-trait aggregation. Moreover, composite scores may become difficult to interpret when trait direction, scaling, weighting, and rank uncertainty are not reported transparently.
The present study addresses this gap through a replication-level difference-in-differences (DiD) framework. For each PGPR strain and physiological trait, the drought-induced change is compared with the corresponding drought-induced change in the uninoculated control within the same replication set. Trait effects are then aligned, standardized, and aggregated, while bootstrap resampling quantifies ranking uncertainty. Importantly, composite integration is not assumed a priori to outperform every single physiological trait; this proposition is tested directly.
We therefore developed and cross-seasonally evaluated a Multitrait Physiological Drought Mitigation Index (PDMI) for strawberry. The specific objectives were to (i) test the joint inoculation variant × moisture response across nine nonredundant physiological traits; (ii) derive a transparent equal-weight PDMI using 2021 as the development season; (iii) compare PDMI ranking stability directly with each individual physiological trait; (iv) evaluate multivariate strain structure using block-restricted permutation tests; (v) assess ranking reproducibility and yield association in an independent 2022 holdout; and (vi) test sensitivity to biologically predefined trait directions and an alternative PCA ideal-point composite. We expected the multivariate profile to contain coordinated treatment information but did not assume that PDMI would be a direct predictor of yield or a universally superior classifier.
2. Materials and Methods
2.1. Study Overview
The present study introduces and validates the Plant Drought Mitigation Index (PDMI), a composite physiological index designed to quantify strain-specific drought mitigation capacity of plant growth-promoting rhizobacteria (PGPR) in strawberry (
Fragaria × ananassa Duch., cv. ‘Polka’) [
30,
31]. The PDMI integrates multiple physiological drought-response traits within a unified statistical framework based on replication-level estimation of drought-specific effects, cross-trait standardization, weighted aggregation, and bootstrap-based stability analysis.
The index was constructed using data derived from controlled greenhouse experiments conducted during two consecutive growing seasons (2021–2022). The experimental structure followed a balanced two-factor design including moisture regime and inoculation variant. In total, the dataset comprised 240 observations distributed across 2 years, 6 inoculation variants (5 PGPR strains and a non-inoculated control), and 2 substrate moisture conditions.
2.2. Experimental Design, Replication, and Analysis Population
The full experiment was balanced across 2 years, 6 experimental variants, 2 moisture regimes, and 10 replication identifiers per year, yielding 120 plant-level observations per season and 240 observations overall. Each replication identifier occurred once in every variant × moisture combination. For the present reanalysis, these identifiers were treated as complete matched replication sets, permitting within-replication DiD contrasts. The full design, therefore, comprised 20 matched sets, each containing 12 observations. The primary PGPR analysis included C0 and the 4 bacterial strains, corresponding to 100 observations per year, 200 observations overall, 40 PGPR DiD profiles per year, and 80 profiles overall.
Plants were grown individually in black round PVC pots (approximately 19 cm diameter; 3.0 dm
3) containing a peat-based substrate mixed with perlite at 15:1 (
v/
v), with substrate pH approximately 6.2 [
30]. The substrate was enriched with the fertilizer mixtures described in the original experimental report [
30]. Plants were maintained under greenhouse conditions with natural daylight and reported temperatures of approximately 17–20 °C.
2.3. Moisture Regimes and Operational Definition of Drought
Substrate water potential was monitored with contact soil tensiometers. Optimal moisture conditions (OMCs) were maintained between −15 and −10 kPa, whereas drought moisture conditions (DMCs) were maintained between −45 and −40 kPa [
30,
31]. Irrigation was applied individually to restore the corresponding target range. The water-deficit treatment was introduced after plant establishment and maintained according to the original experimental protocol.
2.4. PGPR Strains, Comparator Treatment, and Inoculation
The evaluated PGPR strains represented rhizobacterial taxa previously characterized for plant growth-promoting potential, including representatives of the genera Bacillus, Pantoea, Azotobacter, and Pseudomonas. Inoculation was performed directly into the substrate near the root system at a target density of approximately 10−7 CFU g−1 substrate.
Microbial abundance was quantified by serial dilution plating and expressed as colony-forming units per gram of substrate. When included in modelling procedures, abundance values were log-transformed as
to stabilize variance and ensure linear-scale interpretability.
Detailed information on the taxonomic designation, strain identifier, source institution, isolation origin, and experimentally validated plant growth-promoting phenotypes of each bacterial strain used in the PDMI analysis is provided in
Appendix A,
Table A1.
2.5. Physiological and Agronomic Measurements
The primary PDMI comprised nine nonredundant physiological traits: total chlorophyll content, carotenoid content, net photosynthetic rate (A), stomatal conductance (gs), water-use efficiency (A/E), maximum quantum efficiency of PSII (Fv/Fm), performance index (PI), electrolyte leakage (EL), and relative water content (RWC). Water saturation deficit (WSD) was retained as a descriptive variable but excluded from the composite because WSD = 100 − RWC in the dataset and would duplicate the water-status dimension. Fruit yield (g plant−1) was analysed separately as an external agronomic outcome.
Chlorophyll fluorescence: Fluorescence was measured with a Handy PEA fluorometer (Hansatech Instruments, King’s Lynn, Pentney, UK) using three 650 nm LEDs, a saturating actinic-light intensity up to approximately 3500 μmol photons m
−2 s
−1, and a 1 s measurement pulse, following 20 min dark adaptation with 4 mm leaf clips [
30]. Minimum fluorescence (F
0), maximum fluorescence (F
m), variable fluorescence (Fᵥ = F
m − F
0), Fᵥ/F
m, and PI were recorded. Measurements were reported 18 weeks after inoculation in the original experiment [
30].
Photosynthetic pigments: Total chlorophyll and carotenoids were quantified from leaf material and expressed in the units recorded in the source dataset.
Gas exchange: Net photosynthetic rate (A), transpiration rate (E), stomatal conductance (g
s), and intercellular CO
2 concentration (C
i) were measured on fully expanded leaves. Water-use efficiency was calculated as A/E; the dataset-level audit confirmed agreement between the recorded A/E values and this ratio within rounding error:
Electrolyte leakage: EL was expressed as the percentage of total electrolyte release from leaf tissue, with lower values biologically interpreted as greater membrane stability:
Leaf water status: RWC and WSD were recorded as percentages. The source data obeyed RWC + WSD = 100 exactly. The standard definitions are
Yield: Fruit yield was calculated as the cumulative mass of harvested fruit per plant (g plant−1) within each growing season and was reserved for external validation rather than included in PDMI construction.
2.6. Replication-Level Estimation of Drought Mitigation Effects
For each trait T, PGPR strain s, replication r, and year y, a drought-specific strain effect was calculated as a difference-in-differences contrast:
The first bracket represents the within-strain response to drought, whereas the second represents the corresponding within-replication response of the uninoculated control. The contrast therefore isolates the additional strain-associated response under drought and removes matched-replication baseline shifts. With 4 PGPR strains, 10 replication sets, and 2 seasons, this procedure yielded 80 profiles per trait and 720 trait-specific DiD effects across the 9 primary traits.
2.7. Training-Year Harmonization of Trait Directionality
All orientation and scaling parameters were estimated exclusively from the 2021 development season. For each trait, the orientation coefficient was defined as the sign of the Pearson correlation between its replication-level physiological DiD effect and the corresponding yield DiD effect in 2021. Multiplication by this coefficient aligned larger values with the direction associated with more favourable training-year yield response. The coefficients were then locked and applied unchanged to both 2021 and 2022. Aligned DiD effects were standardized using the 2021 mean and standard deviation for each trait:
Because several training-year correlations were weak, and two inferred directions (Fv/Fm and RWC) differed from conventional biological expectations, a fully a priori biological-direction specification was evaluated as a sensitivity analysis. Under that specification, chlorophyll, carotenoids, A, gs, A/E, Fv/Fm, PI, and RWC were oriented positively, whereas EL was oriented negatively.
2.8. Definition of the Primary PDMI
For each replication profile, PDMI was calculated as the equal-weight arithmetic mean of the nine aligned standardized trait effects:
Equal weighting was selected a priori for transparency and to avoid allowing unstable trait-specific p-values or sample-dependent loadings to dominate the primary score. Strain-level PDMI values were obtained by averaging replication-level scores within a season. The 2021 ranking was treated as the development ranking; the 2022 ranking was a leakage-free holdout evaluation using unchanged orientation and scaling parameters.
2.9. Block-Adjusted Multivariate Inference
A MANOVA was fitted to the nine raw physiological traits using inoculation variant, substrate moisture regime, their interaction, and a year-by-replication block identifier as a fixed nuisance effect. The primary analysis included C0 and the four PGPR strains (n = 200 plant-level observations). Pillai’s trace was selected as the principal omnibus statistic because of its relative robustness to covariance heterogeneity; Wilks’ lambda, Hotelling–Lawley trace, and Roy’s greatest root were retained as complementary statistics.
2.10. Block-Restricted PERMANOVA and PERMDISP
Strain structure was evaluated in replication-level aligned standardized DiD space using Euclidean distances. PERMANOVA used 9999 permutations of strain labels restricted within each year × replication set, preserving the matched design. PERMDISP, also with 9999 restricted permutations, assessed whether an apparent group effect could be attributed to unequal within-strain multivariate dispersion. The pseudo-F statistic, R2, and permutation p-value were reported.
2.11. Bootstrap Ranking Stability and Direct Comparison with Single Traits
Ranking uncertainty was quantified with 5000 block-bootstrap iterations. Replication identifiers were sampled with replacement within 2021, and repeated draws were preserved. In each iteration, orientation, scaling, strain means, PDMI values, and ranks were recalculated. For every strain, we report the bootstrap mean, percentile 95% interval, median rank, rank interquartile range (IQR), P(rank 1), and P(top 2). The same bootstrap and ranking procedures were applied separately to each of the nine individual physiological traits. This direct comparison tested whether PDMI provided more stable strain identification than the best single trait; the best single trait was selected exploratorily as the trait with the largest P(rank 1).
2.12. Cross-Season Reproducibility and Holdout Yield Validation
The 2022 strain ranking was computed with the 2021 orientation and scaling parameters fixed. Rank reproducibility was summarized using Spearman’s ρ and whether the top-ranked strain was identical in both seasons. For agronomic validation, replication-level 2022 yield DiD effects were regressed on 2022 PDMI values. Inference included heteroskedasticity-consistent HC3 standard errors, standard errors clustered by replication set, and a within-block permutation test with 9999 permutations. R2, slope, p-values, Spearman correlation, and RMSE were reported.
2.13. Sensitivity Analyses
Two sensitivity analyses were performed. First, the primary yield-derived orientation was compared with the a priori biological-direction specification. Second, a PCA ideal-point composite was calculated from the 2021 aligned standardized DiD profiles. Components were retained until cumulative explained variance exceeded 80%, and strains were ranked by explained-variance-weighted Euclidean distance from a favourable ideal point in retained component space. Agreement with equal-weight PDMI was assessed using Spearman’s ρ, Kendall’s τ, top-rank consistency, and mean absolute rank change.
2.14. Statistical Software, Data Audit, and Reproducibility
All analyses were implemented in Python 3.13 with deterministic random seeds. The pipeline performed a strict design audit before analysis: all 240 full-dataset cells were unique; all 20 replication sets were complete; no required values were missing; and derived-variable checks confirmed RWC + WSD = 100, Fv = Fm − F0, Fv/Fm = (Fm − F0)/Fm, total chlorophyll = chlorophyll a + chlorophyll b, and A/E within rounding tolerance. The code exported analysis-ready data, complete MANOVA output, permutation results, bootstrap distributions, sensitivity tables, and figures in PNG, PDF, and SVG formats.
4. Discussion
4.1. A Detectable Joint Response Does Not Imply Strong Strain Classification
The primary multivariate result is that the physiological response to moisture depended on inoculation variant. Block-adjusted MANOVA identified a clear omnibus interaction, and the block-restricted PERMANOVA detected strain structure in replication-level DiD profiles. These findings support the premise that several modest, partially coordinated changes across photosynthetic pigments, gas exchange, PSII function, membrane integrity, and water status can collectively contain treatment information. However, the PERMANOVA effect size was only 3.8%, and the PCA visualization showed substantial overlap. The appropriate interpretation is, therefore, that multivariate structure was detectable, not that the four strains formed sharply separated physiological classes.
The DiD formulation is the principal methodological distinction of PDMI. Classical yield indices summarize stress and non-stress performance, while ideotype and multivariate selection methods combine several variables [
26,
27,
28,
29,
32,
33,
34,
35,
36,
37]. PDMI first subtracts the drought response of the matched uninoculated control from the drought response of each inoculated plant. This reduces the risk that general growth promotion under optimal moisture is mislabelled as drought-specific mitigation. The subsequent equal-weight aggregation is intentionally simple and auditable.
4.2. The Composite Did Not Outperform the Best Single Trait
Several single traits produced more stable 2021 top-strain identification than PDMI. In particular, water-use efficiency, stomatal conductance, electrolyte leakage, and net photosynthesis each had P(rank 1) above 0.92, compared with 0.663 for PDMI. Therefore, the data do not support presenting PDMI as a universally superior screening classifier.
This negative comparison does not make the composite redundant. A single trait can provide highly stable discrimination in a specific season while representing only one physiological domain and potentially selecting a different strain. Water-use efficiency favoured AJ 1.2, stomatal conductance favoured DLGB 2, and electrolyte leakage favoured DKB 58. PDMI makes these competing dimensions explicit and returns a transparent compromise ranking. Its value is integrative description and candidate prioritization across complementary processes, not guaranteed maximization of rank stability.
4.3. Ranking Uncertainty and Cross-Season Transferability
DLGB 2 was the leading 2021 candidate under equal-weight PDMI, the a priori biological-direction sensitivity, and the PCA ideal-point composite. Nevertheless, the primary bootstrap interval crossed zero and P(rank 1) was 66.3%, indicating appreciable uncertainty. In 2022, AJ 1.2 ranked first, and DLGB 2 ranked second. The cross-season correlation of 0.60 suggests some preservation of ordering, but with only four strains, it was not statistically informative. Consequently, the present data support prioritizing DLGB 2 and AJ 1.2 for further work rather than declaring a stable universal winner.
The change in leading strain is biologically plausible, because physiological mitigation can depend on season-specific environmental conditions, plant developmental timing, microbial establishment, and the relative expression of different stress-response pathways. It also illustrates why single-season bootstrap stability and cross-season reproducibility answer different questions: the former quantifies sampling uncertainty within one season, whereas the latter evaluates transfer of the learned orientation and scale to a new season.
4.4. Physiological Description Versus Agronomic Prediction
Leakage-free holdout analysis did not show a significant relationship between PDMI and yield mitigation under any of the three inferential approaches. Physiological stress buffering and final fruit yield are related but non-equivalent outcomes. Yield integrates flower and fruit development, source-sink allocation, phenology, cumulative stress exposure, and additional environmental conditions not represented by the nine physiological measurements [
3,
4,
38]. The lack of yield prediction therefore limits the domain of PDMI but does not invalidate its use as a descriptive physiological summary.
The descriptive comparison with STI, GMP, MP, SSI, TOL, and YSI reached the same conclusion. PDMI rankings differed from yield-based rankings because the index was designed to summarize drought-specific physiological responses relative to control, not absolute productivity. A practical screening programme should, therefore, report PDMI alongside yield and, where relevant, a small set of highly discriminative single traits rather than replace agronomic outcomes with the composite.
4.5. Trait Orientation and Interpretability
The original data-driven orientation rule was retained to preserve the planned development/holdout structure, but its limitations are now explicit. Most 2021 trait-yield correlations were weak, and the inferred negative direction for RWC conflicts with the conventional interpretation that higher tissue hydration is favourable under drought. This result may reflect season-specific covariance, timing differences between physiological measurement and cumulative yield, or sampling variability rather than an inverted biological role of RWC. Importantly, the strain ranking was identical under fully a priori biological directions, which supports robustness of candidate ordering but not of trait-level mechanistic interpretation.
Future versions of PDMI should preregister trait directions from physiology rather than estimate them from yield, or they should use a hybrid rule in which biologically established directions are fixed and only ambiguous traits are evaluated through sensitivity analysis. This would improve interpretability and reduce the risk that a training-year association defines a counterintuitive “favourable” direction.
4.6. Strengths and Limitations
The study has four principal strengths. First, replication-level DiD contrasts explicitly isolate drought-specific responses relative to an uninoculated control. Second, all orientation and scaling parameters were learned in 2021 and applied unchanged to 2022. Third, block-preserving bootstrap and permutation procedures respect the matched design. Fourth, the analysis directly tests rather than assumes superiority over individual traits and reports negative yield validation transparently.
Several limitations constrain generalization. Only four PGPR strains were eligible for the corrected primary ranking after the non-bacterial CMg comparator was removed. The experiment covered two greenhouse seasons at one site and one strawberry cultivar. Strain-level correlation tests therefore had extremely low resolution. The multivariate effect was statistically detectable but small, and the leading strain changed between years. Finally, the primary orientation rule relied on training-year yield correlations, several of which were weak or biologically counterintuitive. Broader multi-environment studies with prespecified directions, external laboratories, and agronomic endpoints are required before transferable decision thresholds can be proposed.