Introduction
Grafting and budding are horticultural
techniques used to join parts from two or more plants so that they
appear to grow as a single plant. In grafting, the upper part (scion)
of one plant grows on the root system (rootstock) of another plant.
In the budding process, a bud is taken from one plant and grown on
another.
Although budding is considered a modern
art and science, grafting is not new. The practice of grafting can be
traced back 4,000 years to ancient China and Mesopotamia. As early as
2,000 years ago, people recognized the incompatibility problems that
may occur when grafting olives and other fruiting trees.
Since grafting and budding are asexual
or vegetative methods of propagation, the new plant that grows from
the scion or bud will be exactly like the plant it came from. These
methods of plant reproduction are usually chosen because cuttings
from the desired plant root poorly (or not at all). Also, these
methods give the plant a certain characteristic of the rootstock -
for example, hardiness, drought tolerance, or disease resistance.
Since both methods require extensive knowledge of nursery crop
species and their compatibility, grafting and budding are two
techniques that are usually practiced only by more experienced
nursery operators.
Most woody nursery plants can be
grafted or budded, but both processes are labor intensive and require
a great deal of skill. For these reasons they can be expensive and
come with no guarantee of success. The nurseryman must therefore see
in them a marked advantage over more convenient propagation
techniques to justify the time and cost.
Clones or varieties within a species
can usually be grafted or budded interchangeably. For example, Pink
Sachet dogwood can be budded or grafted onto White Flowering dogwood
rootstock and vice versa. Bradford pear can be grafted or budded onto
Callery pear rootstock and vice versa. However, Pink Sachet dogwood
cannot be grafted or budded onto Callery pear.
Grafting and budding can be performed
only at very specific times when weather conditions and the
physiological stage of plant growth are both optimum. The timing
depends on the species and the technique used. For example,
conditions are usually satisfactory in June for budding peaches, but
August and early September are the best months to bud dogwoods.
Conversely, flowering pears can be grafted while they are dormant (in
December and January) or budded during July and August.
Reasons for Grafting and Budding
Budding and grafting may increase the
productivity of certain horticultural crops because they make it
possible to do the following things:
Change varieties or cultivars. An older
established orchard of fruiting trees may become obsolete as newer
varieties or cultivars are developed. The newer varieties may offer
improved insect or disease resistance, better drought tolerance, or
higher yields. As long as the scion is compatible with the rootstock,
the older orchard may be top worked using the improved variety or
cultivar.
Optimize cross-pollination and
pollination. Certain fruit trees are not self-pollinating; they
require pollination by a second fruit tree, usually of another
variety. This process is known as cross-pollination. Portions of a
tree or entire trees may be pollinated with the second variety to
ensure fruit set. For example, some hollies are dioecious, meaning
that a given plant has either male or female flowers but not both. To
ensure good fruit set on the female (pistillate) plant, a male
(staminate) plant must be growing nearby. Where this is not possible,
the chances that cross-pollination will occur can be increased by
grafting a scion from a male plant onto the female plant.
Take advantage of particular
rootstocks. Compared to the selected scion, certain rootstocks have
superior growth habits, disease and insect resistance, and drought
tolerance. For example, when used as rootstock for commercial apple
varieties, the French crabapple (Malus sylvestris, Mill.) can
increase resistance to crown gall and hairy root. Malling VIII and
Malling IX are used as dwarfing rootstocks for apple trees when
full-sized trees are not desired, such as in the home garden.
Benefit from interstocks. An interstock
can be particularly valuable when the scion and rootstock are
incompatible. In such cases, an interstock that is compatible with
both rootstock and scion is used. An interstock could increase the
disease resistance or cold hardiness of the scion. Plants also may be
double worked to impart dwarfness or influence flowering and fruiting
of a scion.
Perpetuate clones. Clones of numerous
species of conifers cannot be economically reproduced from vegetative
cuttings because the percentage of cuttings that root successfully is
low. Many can be grafted, however, onto seedling rootstocks. Colorado
blue spruce (Picea pungens, Engelm), Koster blue spruce (Picea
pungens var. Kosteriana, Henry), and Moerheim spruce (Picea pungens
var. Moerheimii, Rujis) are commonly grafted onto Norway spruce
(Picea abies, Karst.) or Sitka spruce (Picea sitchensis, Carr.)
rootstock to perpetuate desirable clones. Numerous clones of Japanese
maple (Acer palmatum, Thunb.) that either root poorly or lack an
extensive root system are grafted onto seedling Acer palmatum
rootstock.
Produce certain plant forms. Numerous
horticultural plants owe their beauty to the fact that they are
grafted or budded onto a standard, especially those that have a
weeping or cascading form. Examples include weeping hemlock (Tsuga
canadensi.3, Carr. var. pendula, Beissn.), which is grafted onto
seedling hemlock rootstock (Tsuga canadensis, Carr.); weeping
flowering cherry (Prunus subhietella var. pendula, Tanaka), which is
grafted onto Mazzard cherry rootstock (Prunus avium, L.); and weeping
dogwood (Cornus florida, L. var. pendula, Dipp.), which is grafted
onto flowering dogwood rootstock (Cornus florida, L.). In most cases,
multiple scions are grafted or budded 3 feet or higher on the main
stem of the rootstock. When used this way, the rootstock is referred
to as a standard. It may require staking for several years until the
standard is large enough to support the cascading or weeping top.
Repair damaged plants. Large trees or
specimen plants can be damaged easily at or slightly above the soil
line. The damage may be caused by maintenance equipment (such as lawn
mowers, trenchers, or construction equipment), or by disease,
rodents, or winter storms. The damage can often be repaired by
planting several seedlings of the same species around the injured
tree and grafting them above the injury. This procedure is referred
to as inarching, approach grafting, or bridge grafting.
Increase the growth rate of seedlings.
The seedling progeny of many fruit and nut breeding programs, if left
to develop naturally, may require 8 to 12 years to become fruitful.
However, if these progeny are grafted onto established plants, the
time required for them to flower and fruit is reduced dramatically.
Another way to increase the growth rate of seedlings is to graft more
than one seedling onto a mature plant. Using this procedure as a
breeding tool saves time, space, and money.
Index viruses. Many plants carry
viruses, although the symptoms may not always be obvious or even
visible. The presence or absence of the virus in the suspect plant
can be confirmed by grafting scions from the plant onto another plant
that is highly susceptible and will display prominent symptoms
When to Graft
Unlike budding, which can be performed
before or during the growing season, most grafting is done during
winter and early spring while both scion and rootstock are still
dormant. Containerized plants may be moved indoors during the actual
grafting process; after grafting, these plants are placed in
protected areas or in unheated overwintering houses. Field-grown
stock, of course, must be grafted in place. Some deciduous trees are
commonly grafted as bare rootstock during the winter and stored until
spring planting. Indoor winter grafting is often referred to as bench
grafting because it is accomplished at a bench.
Selecting and Handling Scion Wood
The best quality scion wood usually
comes from shoots grown the previous season. Scions should be severed
with sharp, clean shears or knives and placed immediately in
moistened burlap or plastic bags. It is good practice during the
harvesting of scions and the making of grafts to clean the cutting
tools regularly. This may be done by flaming or immersing them in a
sterilizing solution. Isopropyl (rubbing) alcohol also works well as
a sterilant, although it evaporates quite readily. An alternative
sterilizing solution may be prepared by mixing one part household
bleach with nine parts water (by volume). However, this bleach
solution can be highly corrosive to certain metals.
For best results, harvest only as much
scion wood as can be used for grafting during the same day. Select
only healthy scion wood that is free from insect, disease, or winter
damage. Be sure the stock plants are of good quality, healthy, and
true to type. Scion wood that is frozen at harvest often knits more
slowly and in lower percentage. If large quantities of scion wood
must be harvested at one time, follow these steps:
Cut all scions to a uniform length,
keep their basal ends together, and tie them in bundles of known
quantity (for example, 50 scions per bundle).
Label them, recording the cultivar,
date of harvest, and location of the stock plant.
Wrap the base of the bundles in
moistened burlap or sphagnum, place them in polyethylene or
waterproof paper bags, and seal the bags.
Store the bundles for short periods, if
necessary, either iced down in insulated coolers or in a commercial
storage unit at 32° to 34°F.
Never store scions in refrigerated
units where fruits or vegetables are currently kept or have been
stored recently. Stored fruits and vegetables release ethylene gas,
which can cause woody plant buds to abort, making the scions useless.
Keep the scions from freezing during
storage.
NOTE: In grafting, as well as budding,
the vascular cambium of the scion or bud must be aligned with the
vascular cambium of rootstock. In woody plants the cambium is a very
thin ribbon of actively dividing cells located just below the bark.
The cambium produces conductive tissue for the actively growing
plant. This vascular cambium initiates callus tissue at the graft
and bud unions in addition to stimulating tissue growth on the basal
ends of many vegetative cuttings before they have rooted.
Types of Grafts
Nurserymen can choose from a number of
different types of grafts. This section describes only those basic
types of grafts used on nursery crop plants.
Cleft Graft
One of the simplest and most popular
forms of grafting, cleft grafting, is a method for top working both
flowering and fruiting trees (apples, cherries, pears, and peaches)
in order to change varieties. Cleft grafting is also used to
propagate varieties of camellias that are difficult to root. This
type of grafting is usually done during the winter and early spring
while both scion and rootstock are still dormant. Cleft grafting may
be performed on main stems or on lateral or scaffold branches.
The rootstock used for cleft grafting
should range from 1 to 4 inches in diameter and should be straight
grained. The scion should be about 1⁄4-inch in diameter, straight,
and long enough to have at least three buds. Scions that are between
6 and 8 inches long are usually the easiest to use.
Preparing the Rootstock. The stock
should be sawed off with a clean, smooth cut perpendicular to the
main axis of the stem to be grafted. Using a clefting tool wedge and
a mallet, make a split or "cleft" through the center of the
stock and down 2 to 3 inches. Remove the clefting tool wedge and
drive the pick end of the tool into the center of the newly made
cleft so that the stock can be held open while inserting the scion.
Preparing the Scion. In cleft grafting,
one scion is usually inserted at each end of the cleft, so prepare
two scions for each graft. Select scions that have three or four good
buds. Using a sharp, clean grafting knife, start near the base of the
lowest bud and make two opposing smooth-tapered cuts 1 to 2 inches
long toward the basal end of the scion. Cut the side with the lowest
bud slightly thicker than the opposite side. Be sure the basal end of
the scion gradually tapers off along both sides.
Inserting the Scion. Insert a scion on
each end of the cleft, with the wider side of the wedge facing
outward. The cambium of each scion should contact the cambium of the
rootstock.
Securing the Graft. Remove the clefting
tool from the cleft so that the rootstock can close. Pressure from
the rootstock will hold the scions in place. Thoroughly seal all cut
surfaces with grafting wax or grafting paint to keep out water and
prevent drying. If both scions in the cleft "take," one
will usually grow more rapidly than the other. After the first
growing season, choose the stronger scion and prune out the weaker.
NOTE: The temperature of grafting wax
is critical. It must be hot enough to flow but not so hot as to kill
plant tissue. Recently, paint-like sealants have replaced wax in many
areas because they are easier to use and require no heating.
Bark Graft
Bark grafting is used primarily to top
work flowering and fruiting trees. In contrast to cleft grafting,
this technique can be applied to rootstock of larger diameter (4 to
12 inches) and is done during early spring when the bark slips easily
from the wood but before major sap flow. The rootstock is severed
with a sharp saw, leaving a clean cut as with cleft grafting.
Preparing the Stock. Start at the cut
surface of the rootstock and make a vertical slit through the bark
where each scion can be inserted (2 inches long and spaced 1 inch
apart).
Preparing the Scion. Since multiple
scions are usually inserted around the cut surface of the rootstock,
prepare several scions for each graft. Cut the base of each scion to
a 11⁄2- to 2-inch tapered wedge on one side only.
Inserting the Scion. Loosen the bark
slightly and insert the scion so that the wedge-shaped tapered
surface of the scion is against the exposed wood under the flap of
bark. Push the scion firmly down into place behind the flap of bark,
replace the bark flap, and nail the scion in place by driving one or
two wire brads through the bark and scion into the rootstock. Insert
a scion every 3 to 4 inches around the cut perimeter of the
rootstock.
Securing the Graft. Seal all exposed
surfaces with grafting wax or grafting paint. Once the scions have
begun to grow, leave only the most vigorous one on each stub; prune
out all the others. Bark grafts tend to form weak unions and
therefore usually require staking or support during the first few
years.
Side-Veneer Graft
At one time the side-veneer graft was a
popular technique for grafting varieties of camellias and
rhododendrons that are difficult to root. Currently, it is the most
popular way to graft conifers, especially those having a compact or
dwarf form. Side-veneer grafting is usually done on potted rootstock.
Preparing the Stock. Rootstock is grown
in pots the season before grafting, allowed to go dormant, and then
stored as with other container nursery stock. After exposure to cold
weather for at least six weeks, the rootstock is brought into a cool
greenhouse for a few days before grafting takes place to encourage
renewed root growth. The plant should not be watered at this time.
Make a shallow downward cut about
3⁄4-inch to 1 inch long at the base of the stem on the potted
rootstock to expose a flap of bark with some wood still attached.
Make an inward cut at the base so that the flap of bark and wood can
be removed from the rootstock.
Preparing the Scion
Choose a scion with a diameter the same
as or slightly smaller than the rootstock. Make a sloping cut
3⁄4-inch to 1 inch long at the base of the scion. (Use the bark
grafting technique shown in.
Inserting the Scion. Insert the cut
surface of the scion against the cut surface of the rootstock. Be
certain that the cambia contact each other.
Securing the Graft. Hold the scion in
place using a rubber grafting strip, tape, or grafting twine. Seal
the entire graft area with warm grafting wax or grafting paint.
Remove the rubber or twine shortly after the union has healed. Never
allow the binding material to girdle the stem.
Splice Graft
Splice grafting is used to join a scion
onto the stem of a rootstock or onto an intact rootpiece. This simple
method is usually applied to herbaceous materials that callus or
"knit" easily, or it is used on plants with a stem diameter
of 1⁄2-inch or less. In splice grafting, both the stock and scion
must be of the same diameter.
Preparing the Stock and Scion. Cut off
the rootstock using a diagonal cut 3⁄4-inch to 1 inch long. Make
the same type of cut at the base of the scion.
Inserting the Scion. Fit the scion to
the stock. Wrap this junction securely with a rubber grafting strip
or twine.
Securing the Graft. Seal the junction
with grafting wax or grafting paint. Water rootstock sparingly until
the graft knits. Over watering may cause sap to "drown" the
scion. Be sure to remove the twine or strip as soon as the graft has
healed.
Whip and Tongue Graft
The whip and tongue technique is most
commonly used to graft nursery crops or woody ornamentals. Both the
rootstock and scion should be of equal size and preferably no more
than 1⁄2-inch in diameter. The technique is similar to splice
grafting except that the whip on the rootstock holds the tongue of
the scion in place (and vice versa). This leaves both hands free to
wrap the joint.
For the whip and tongue graft, make
similar cuts on both the stock and scion. These cuts should be made
with a single draw of the knife and should have a smooth surface so
that the two can develop a good graft union. Up to this point,
rootstock and scion are cut the same as for a splice graft.
Preparing the Stock and Scion. Cut off
the stock using a diagonal cut. The cut should be four to five times
longer than the diameter of the stock to be grafted. Make the same
kind of cut at the base of the scion.
Next, place the blade of the knife
across the cut end of the stock, halfway between the bark and pith
(on the upper part of the cut surface). Use a single knife stroke to
draw the blade down at an angle through the wood and pith. Stop at
the base of the initial diagonal cut. This second cut must not follow
the grain of the wood but should run parallel to the first cut.
Inserting the Scion. Prepare the scion
in the same way. Fit the scion into the rootstock so that they
interlock whip and tongue. Be certain that the cambia are aligned.
Securing the Graft. Wrap the junction
with a grafting strip or twine, and seal it with grafting wax or
grafting paint. Never allow the binding material to girdle the stem.
Saddle Graft
Saddle grafting is a relatively easy
technique to learn and once mastered can be performed quite rapidly.
The stock may be either field-grown or potted. Both rootstock and
scion should be the same diameter. For best results, use saddle
grafting on dormant stock in mid- to late winter. Stock should not be
more than 1 inch in diameter.
Preparing the Stock. Using two opposing
upward strokes of the grafting knife, sever the top from the
rootstock. The resulting cut should resemble an inverted V, with the
surface of the cuts ranging from 1⁄2-inch to 1 inch long.
Preparing the Scion. Now reverse the
technique to prepare the base of the scion. These cuts on the
rootstock and scion must be the same length and have the same slope
so that a maximum amount of cambial tissue will make contact when the
two halves are joined.
Inserting the Scion. Place the
V-notched scion onto the saddle of the rootstock. If rootstock and
scion are the same diameter, cambial alignment is easier; otherwise
adjust as needed.
Securing the Graft. Wrap the graft with
a grafting twine, tape, or strip, then seal it with grafting wax or
grafting paint.
All of the preceding techniques are
used to top work horticultural crops for a particular purpose.
Occasionally, however, grafting is used to repair injured or diseased
plants. Two common techniques available for this purpose are bridge
grafting and inarch grafting.
Bridge Graft
Bridge grafting is used to "bridge"
a diseased or damaged area of a plant, usually at or near the base of
the trunk. Such damage commonly results from contact with grading or
lawn maintenance equipment, or it may be caused by rodents, cold
temperatures, or disease organisms. The bridge graft provides support
as well as a pipeline that allows water and nutrients to move across
the damaged area.
Bridge grafts are usually done in early
spring just before active plant growth begins. They may be performed
any time the bark on the injured plant "slips."
Preparing the Scion. Select scions that
are straight and about twice as long as the damaged area to be
bridged. Make a 11⁄2- to 2-inch-long tapered cut on the same plane
at each end of the scion.
Preparing the Stock. Remove any damaged
tissue so the graft is on healthy stems. Cut a flap in the bark on
the rootstock the same width as the scion and below the injury to be
repaired. Gently fold the flap away from the stock, being careful not
to tear the bark flap.
Inserting the Scion. First, insert and
secure the scion below the injury; push the scion under the flap with
the cut portion of the scion against the wood of the injured stem or
trunk. Then go back and insert and secure the scion above the injury
following these same steps. Push the scion firmly into place. Pull
the flap over the scion and tack it into place as described for bark
grafting.
When grafting with young stems that may
waver in the wind, insert the scions so that they bow outward
slightly. Bridge grafts should be spaced about 3 to 4 inches apart
across the damaged area.
Securing the Graft. Secure all graft
areas with warm grafting wax or grafting paint. During and after the
healing period, remove any buds or shoots that develop on the scions.
Inarch Graft
Inarching, like bridge grafting, is
used to bypass or support a damaged or weakened area of a plant stem.
Unlike bridge grafting, the scion can be an existing shoot, sucker,
or watersprout that is already growing below and extending above the
injury. The scion may also be a shoot of the same species as the
injured plant growing on its own root system next to the main trunk
of the damaged tree. With the inarching technique, the tip of the
scion is grafted in above the injury using the same method as for
bark or bridge grafting.