1. Introduction
Cycads have emerged as the most threatened plant group globally [
1,
2,
3]. The greatest threats to most cycad species are habitat loss and the over-collection of wild plants [
4,
5]. However, invasive species are increasingly becoming a critical threat, with the armored scale
Aulacaspis yasumatsui Takagi comprising the greatest threat to many
Cycas species [
6]. Therefore, evidence-based conservation protocols are of paramount importance to mitigating the threats to species survival [
4]. Efficacious propagation methods are critical for managing all endangered plant species, and nursery propagation may relieve some of the pressure from the wild harvesting of cycad plants [
7]. Continued research on the development of new propagation techniques may lead to greater conservation successes.
Several books on cycad biology and conservation contain comprehensive chapters covering what is known about cycad reproduction [
8,
9,
10,
11,
12,
13,
14]. Journal articles have also included overview descriptions of the current state of our knowledge concerning cycad propagation [
15,
16,
17]. These publications cover seed handling and germination methods for sexual propagation and illuminate the exploitation of stem cuttings for asexual propagation. There is no mention of using air layer techniques for cycad propagation in any published materials.
The layering of plant stems is a vegetative propagation technique designed to develop adventitious roots on a stem section that remains attached to the original source plant [
18]. When a horticultural rooting medium is suspended at an elevated stratum of the targeted stem section for the purpose of initiating the roots, the procedure is considered an air layer or marcot. For angiosperm species with bifacial secondary vascular cambium, the procedure includes girdling and the removal of the peripheral phloem tissue without damaging the internal woody xylem tissues. As a result, the apical leaves of the stem section that will eventually be removed as the propagule are supported by a direct connection to the existing root system of the source plant during the waiting period in which adventitious roots are formed within the air layer medium. This traditional protocol is not possible for the stems of species that do not produce bifacial secondary cambium, which generates phloem peripherally and xylem internally.
Cycads produce pachycaulous, manoxylic stems with persistent pith and cortex [
11,
19,
20]. These stems lack bifacial secondary cambium. Cycad stem vascular tissues are embedded in parenchyma within cylinders that are positioned outside of the pith and inside the wide cortex tissues [
13]. Each vascular cylinder contains mixed xylem and phloem cells. This stem construction design disallows the retention of xylem and the removal of phloem at the targeted air layer position where adventitious root formation is desired. Therefore, traditional air layer techniques cannot be used with cycads, and a custom air layer procedure will be required before the technique can be widely adopted by cycad horticulturists.
A clear need for expanding the propagation protocol toolbox for cycad conservationists exists, so our goal was to develop a technique by which to air layer an arborescent cycad stem. We predicted success due to the observance that aerial adventitious roots may form on cycad stems in wet climates when an inadvertent wound removes enough cortex tissue to expose vascular tissue to the air (
Appendix A Figure A1). This occurrence of visible aerial adventitious roots on wounded cycad stems has been previously described [
21,
22]. We exploited an ex situ germplasm collection in which 14-year-old
Cycas edentata de Laub. Plants were available to attempt the unprecedented air layer propagation manipulations. The
Cycas genus has the greatest diversification rate among all cycad genera [
3] and comprises 125 accepted species [
23].
Cycas edentata is a widespread coastal species with areas of occupancy scattered among many of the Philippine islands [
24]. This species is listed as endangered, with the greatest threats being habitat loss, removal of plants from habitat for landscaping, and
A. yasumatsui herbivory [
25].
Our objectives were to determine the extent of adventitious root formation in response to the percentage of the circumference of the outermost vascular cylinder that was exposed on the wounds within the air layer medium. Additionally, we determined if roots would be initiated on interior concentric vascular cylinders to augment the roots from the peripheral cylinder. Finally, we determined if adventitious root-promoting auxin applied to the wound surface would improve the success rate of the air layer technique. We hypothesized that exposing more of the surface area of the vascular cylinders within the air layer medium would lead to more root growth.
2. Materials and Methods
The study site was an ex situ cycad germplasm garden located in Barangay Sapang Bato, Angeles City, Philippines. The research garden was established by the University of Guam to provide a location at which to conduct horticultural research on various Cycas species. The germplasm included numerous 14-year-old C. edentata plants derived from various localities throughout the Philippines and Thailand. The soil is an entisol (coarse loamy, isohyperthermic, Typic Untipsamment), which is unstructured and well-drained. Weather conditions are benign and typical of a tropical monsoon climate (Köppen–Geiger classification: Am). The plants selected for developing the new air layer protocols were single-stem specimens with stems that were 47–84 cm in height and 15–22 cm in basal diameter.
2.1. Vascular Tissue Exposure Study
A hand saw and butcher knife were used to create wounds by cutting through the bark and cortex tissues to reach the peripheral vascular cylinder on 15–18 November 2024 (
Figure 1a). Each wound was created to a depth that exposed this vascular cylinder on each replication, which was clearly visible on the surface of the wounds and was about 3.5 cm. The upper and lower cuts on each wound were about 4 cm apart. The percentage of exposure of the peripheral vascular cylinder was the treatment variable. One-fourth of the circumference was removed to expose 90°, one-half of the circumference was removed to expose 180°, three-fourths was removed to expose 270°, and 100% of the circumference was removed to expose 360° of the peripheral vascular cylinder. The internal vascular cylinders and pith were undisturbed by these protocols (
Figure 1b).
The open wound surfaces were sprayed with a 10% bleach solution, which was allowed to dry, coated with 3 mg·g
−1 indole-3-butyric acid (IBA) administered in powder form (Brooker Chemical Corp., Chatsworth, CA, USA;
Figure 2a), then completely covered with commercial pruning sealant (Spectracide, Middleton, WI, USA;
Figure 2b). The sealant was given a minimum of 2 h to dry; then, the air layer medium was installed and covered with black plastic sheets (
Figure 2c). A mixture of perlite, crushed pumice, and rice husks was employed. These horticultural substrates provide adequate water retention with abundant aeration. The lack of cohesion enabled subsequent bare-rooting without damaging the new roots.
The root development within two random replications per treatment level was observed by removing the medium after 6 weeks and every 2 weeks thereafter. Roots were visible by 8 weeks on most replications. The repetitive bare-rooting procedures continued until 14 weeks, when many of the roots were 10 cm in length. This study was terminated at this time.
The air layer medium was gently removed from all six replications in each vascular cylinder exposure level, and adventitious roots were counted. The length and maximum diameter of every root was measured directly. The stem diameter and length above the air layer stratum were measured. Total root length was calculated for each replication by adding the individual root lengths.
2.2. Root-Promoting Auxin Study
The need for IBA in the promotion of adventitious root initiation in air layer procedures involving
C. edentata stems was tested in a separate study. Protocols for the 180° treatment in Study 1 were exploited for the treated replications, and a control group was added by applying no IBA. There were four replications, and the air layers were constructed on 19 November 2024. The response variables were as described in
Section 2.1.
2.3. Vascular Cylinder Study
The potential for the interior vascular cylinders to add more adventitious root formation was tested in a third study. The cuts that created the air layer wounds were made similarly to the 180° treatment in Study 1, but the cuts continued to the center of the pith such that every vascular cylinder was exposed on the wound surfaces (see
Figure 2a). There were four plants included in this study, and the treatments were imposed on 20 November 2024.
2.4. Statistics
A one-way analysis of variance (ANOVA) was employed to determine levels of significance in the response variables in the vascular cylinder exposure study. Parametric prerequisites were confirmed with Levene’s test and a Shapiro–Wilk test. Total root length was the only response variable that failed to meet parametric prerequisites, so the Kruskal–Wallis test was employed. The statistical procedures were executed with R (WebR 0.5.0) [
26]. For variables that were significant, regression analysis was exploited to explain the relationship between the percentage of vascular tissue removed and the response variable.
A two-tailed t-test was employed to compare the differences between the two IBA treatment levels in the IBA study. Total root length was the only response variable that failed to meet parametric prerequisites, so the Mann–Whitney U Test was employed.
The response variables for the vascular cylinder study were as described in
Section 2.1. There were three vascular cylinders on these experimental plants, and roots that emerged from each cylinder were counted and measured. A one-way ANOVA was planned to compare the differences in root growth among the vascular cylinders. However, roots were restricted to the peripheral vascular cylinder, so the ANOVA was not possible as only one of the three cylinders contained roots.
4. Discussion
Applied research is lacking in cycad biology, and more practical research is critical for cycad conservation success [
4,
13]. We have addressed this need by developing a highly successful protocol for developing adventitious roots on manipulated stem wounds using air layer techniques. Every replication in our three studies developed adventitious roots within the air layer medium by about 2 months. No roots were observed within the cortex, within the internal vascular cylinders, or on vascular cylinders exposed on the lower wound surface of the air layer. The utility of air layer protocols has been confirmed, and the protocol can be used to expand the conservation toolbox for cycad conservation.
The radial growth of the pachycaulous cycad stem is unique due to the absence of bifacial secondary vascular cambium, and new vascular cylinders are initiated at the base of the living cortex as stems gain diameter [
13,
27,
28]. Therefore, at any stratum of the stem, the peripheral vascular cylinder is the youngest. Living cells are found throughout the entire cross-section of the stem, including the pith and cortex tissues, and active xylem and phloem are comingled in every vascular cylinder. The restriction of adventitious roots to the peripheral cylinder within the air layer medium may, in part, be due to the decrease in age of the vascular cylinders from the pith to the cortex.
4.1. Cycas edentata Roots
Very few studies have addressed
C. edentata root traits. Lateral root growth in relation to stem height is extensive for
C. edentata. Six-year-old trees that were 2 m in height were supported by root systems with a radius of more than 7 m [
29]. An increase in carbon dioxide efflux from the lowest stratum of
C. edentata stems, as compared with elevated strata, was attributed to carbon dioxide released from root respiration [
30]. The roots of this arborescent cycad possess kin recognition abilities. Root dry weight and length increased when
C. edentata seedlings were grown in competition with non-kin
Cycas plants and decreased when grown in competition with half-siblings [
31]. The results indicated increased resource acquisition behaviors when the competitor was non-kin. Adventitious root growth has been demonstrated with
C. edentata stem cuttings [
32]. Small stem cuttings were successful in adventitious root formation when the wound surfaces were protected with a malleable covering but died in the propagation bed if the wounds were left untreated [
32]. Some of these
C. edentata cuttings remained alive and healthy after seven months, even if roots had not been initiated by that time. Based on this single study and the air layer results herein, root formation in air layer medium appears to be more rapid than in detached cuttings.
4.2. The Air Layer Procedure
The layering of plant stems for the purpose of initiating new adventitious root growth is a successful protocol that is widely employed in the horticulture industry [
18,
33,
34,
35]. This technique exploits the ability of the new propagule to maintain access to water and nutrients from the source plant’s root system while forming new adventitious roots at the manipulated location of a stem axis. The protocol is widely used for the propagation of numerous fruit tree species, most notably pome species, citrus species, and numerous tropical fruit species [
36,
37].
Our observations with this nascent attempt to apply the technique to a cycad stem has identified that the critical components of the procedure are few. First, a sharp blade should be used for the final cuts on the wound surfaces to ensure no sawdust or other contaminants remain. Second, the surface should be treated with a bleach or alcohol solution to reduce the chances of tissue decomposition. Cycad stems are comprised mostly of non-structural carbohydrates [
13,
38], causing the wounded tissues to be highly susceptible to secondary tissue necrosis if exposed to any contaminants. Third, 100% of the open wound surfaces should be covered with a malleable prophylactic covering [
32] prior to installing the medium. This treatment ensures the non-sterile air layer medium cannot come into direct contact with the vulnerable stem tissues.
4.3. Broader Application for Cycads
Every cycad publication to date that has included state-of-the-art propagation methods has failed to include air layer protocols [
8,
9,
10,
11,
12,
13,
14,
15,
16,
17]. Our demonstration herein that air layer techniques using cycad stems were highly successful may seem peculiar in light of this lack of earlier reports. However, we note that these publications were primarily written for cycad enthusiasts, and most experienced cycad horticulturists are skilled at developing adventitious roots on detached cycad cuttings. These observations illuminate one of the applications of air layer protocols for cycad horticulture: inexperienced cycad horticulturists. Indeed, while experienced cycad horticulturists command successful propagation skills through the use of stem cuttings, novice horticulturists often fail in their initial attempts to develop adventitious roots on detached cycad stem cuttings. The common mistakes made by beginners include the use of rooting substrates with poor aeration and the over-watering of the cuttings prior to root initiation. These beginner mistakes can be avoided by using our air layer protocol instead of detached stem cuttings.
A second application of this new air layer protocol may be in conditions where the source cycad plants are in extremely poor health. Many endangered cycad populations are characterized by individual plants with severely compromised health status as a result of the chronic threats [
4]. For example,
Cycas micronesica K.D. Hill stem cuttings that were obtained from trees that suffered years of
A. yasumatusi herbivory exhibited limited success in adventitious root formation [
39]. The poor performance of stem cuttings from unhealthy plants was correlated with a severe depletion of non-structural carbohydrates and a decline in starch content relative to free sugar content after the chronic
A. yasumatsui herbivory [
38]. The ability of unhealthy cycad plants to form adventitious roots on stems may be greatly improved by using air layer protocols rather than detached stems as the propagule will benefit from the resources of the source tree throughout the root initiation period.
One prevalent propagation technique for cycad horticulturists is to detach small basal suckers from cycad stems and then place these suckers in nursery conditions to develop adventitious roots [
8,
9,
10,
11,
12,
13,
14,
15,
16,
17]. These common adventitious cycad stems are frequently called bulbils or offsets. Although large bulbils are easily rooted by experienced cycad horticulturists, the smallest bulbils commonly fail to develop roots. Therefore, propagators are required to wait until the bulbils reach their minimum sufficient size before removal. This requirement causes the resulting damaging wound on the source plant to be greater in size when the larger bulbil is removed. The need for larger bulbils to increase propagation success but smaller bulbils to reduce wound size presents a conundrum for cycad horticulturists. The use of air layer protocols on the smallest bulbils may enable root formation prior to removal from the source stem, providing a successful propagation protocol that allows for the smallest of wounds on the source stems when exploiting the available bulbils as propagules. Indeed, some cycad bulbils that are in contact with the soil may contain naturally pre-formed adventitious roots before they are removed from the source plant [
21].
Stem cuttings require a protected nursery space that provides benign conditions in order for the cuttings to remain alive during the waiting period for adventitious roots to form [
18,
34]. The pinnately compound cycad leaf can be substantial in size [
13,
14]. For example, some of the
C. edentata plants used for this study contained leaves greater than 1 m in length. Cycad stem cuttings are usually defoliated for propagation, but leaves may also be retained by some propagators [
40]. Even if stem cuttings are entirely defoliated initially, a single
C. edentata propagule may require 3–4 m
2 of space when new leaf growth occurs after successful root formation. Most homeowners and many commercial or botanical garden cycad nurseries do not have enough space to accommodate numerous new nursery plants of this size. A detached stem cutting may not remain viable if it is installed directly in a landscape setting rather than a nursery setting. However, an air layer propagule that is removed from the source plant with growing adventitious roots can be planted directly in the landscape (See
Appendix A Figure A2). This benefit of air layers indicates that the nursery phase can be entirely avoided.
The starch-filled parenchyma tissues that comprise most of the volume of a cycad stem are susceptible to secondary problems whenever a wound on the stem surface occurs [
13]. Insect herbivory or pathogen damage to the exposed cortex tissues are common problems that damage the appearance of the stem surfaces (see lower stem surfaces in
Figure 2 and
Figure 3b, and
Appendix A Figure A1). In lignophyte plants with bifacial secondary cambium, a peripheral stem wound is concealed and covered with new vascular tissues and bark such that the wound is ultimately not visible on the stem surface [
41]. For cycads, the lack of bifacial secondary cambium disallows this wound healing process; instead, a phellogen is formed to develop phellem that constructs a corky wound periderm to conceal the damaged tissues [
42]. The result may be an unsightly stem surface at the stratum of the wound for the life of the plant. Air layer procedures installed above these damaged stem surfaces can be exploited to create a large propagule that removes the unsightly wounded stratum from the plant. The newly acquired plant that was devoid of the damaged lower stem stratum would command greater horticultural value than the original source plant.
4.4. Limitations and Further Research
This study was restricted to a single Asian arborescent cycad species, yet this threatened plant group currently comprises 394 species in 10 genera and 2 families [
23]. The stem construction traits that enabled our air layer success are universal defining traits among every species, so we predict that the air layer technique will be highly successful in every cycad species. This prediction needs to be confirmed.
The probability that very small bulbils can be induced to form air layer adventitious roots prior to removal from the source plant needs to be tested, as this approach will benefit valuable source plants by minimizing the resulting wound size after the removal of the bulbils. The probability that propagules derived from source plants in very poor health may be more successfully produced with air layer techniques than with detached cuttings also needs to be tested. Salvage operations designed to rescue endangered plants from constructions sites are common in cycad conservation [
4,
39], and these plants are often in poor health. Any protocol that can increase transplantation success rates will benefit conservation outcomes.
The root growth of most plants in heterogeneous rhizosphere conditions often leads to root proliferation within nutrient resource patches [
43,
44]. The air layer medium in our protocol could easily be provided with nutrient solutions as the wetting substrate rather than water. The potential for greater root growth or more rapid root elongation could be verified using these soluble fertilizer protocols. In plant salvage operations, the land owners are often in a hurry to have the endangered plant species removed from construction sites. The use of nutrient solutions to increase the speed of adventitious root growth may be one approach for shortening the air layer protocol time period.
The open surface of the stem base that is created when a cycad air layer propagule is cut from the source plants (see
Figure 3a and
Appendix A Figure A2a) is a likely source of added adventitious root initiation after the removal and planting of the new propagule. Indeed, these cut surfaces are consistent with the cut surfaces of detached cycad stem cuttings. Excavation of post-transplant air layer propagules after an establishment phase would yield the answers to these questions. This knowledge may improve decision-making with respect to positioning these cuts when removing the successful air layer propagules.
The ability of auxins to promote plant root growth has been demonstrated for almost a century [
45]. The readily available IBA was employed for this study because it is commercially available from most horticulture supply outlets and is the most often selected auxin for promoting adventitious roots [
18]. However, the auxins 1-naphthaleneacetic acid (NAA) and indole-3-acetic acid (IAA) have also revealed positive activities for adventitious root initiation on plant stem cuttings [
18]. The IBA dosage employed in past cycad propagation studies was in the range of 2–4 mg·g
−1 [
16,
32,
38,
39,
46]. To our knowledge, only one study evaluated a dose response of IBA on cycad stem cutting root formation [
40]. In that study, a range of IBA concentrations from 0 to 30 mg·g
−1 exhibited no differences in root initiation or growth between
Zamia furfuracea L.f. and
Zamia integrifolia L.f. cuttings, corroborating our results indicating that the addition of auxins to cycad stems may not be needed for adequate adventitious root formation. However, more studies using various forms of auxin and various doses may refine the technique for greater success.