Penn State Apple Orchard Consultant redarrow.gif (337 bytes) Background
redarrow.gif (337 bytes) System Description
redarrow.gif (337 bytes) System Design
redarrow.gif (337 bytes) Operating the System
redarrow.gif (337 bytes) Autotutorial Feature
redarrow.gif (337 bytes) Orchard Profile
redarrow.gif (337 bytes) Components (Modules)
redarrow.gif (337 bytes) Discussion of PSAOC
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The Penn State Apple Orchard Consultant(PSAOC) was developed on a Macintosh computer and employs a frame-based expert system tool, Pennshell, which was written in the C programming language. Although parts of PSAOC were built directly from the C language, Pennshell is designed as a 'tool box' of often-used functions so that little direct coding is necessary. Each frame in PSAOC stores knowledge about a particular object (the phenology of the orchard, for example). The status (or value) of the frame (e.g. pink stage of phenology) helps to determine the final recommendation. Frames can be one of two types, independent or dependent. As its name implies, a dependent frame must make use of other frames or specifically built functions to determine its status. An independent frame's state (i.e. its value) remains fixed and is not dependent on other frames and its state is determined by querying the user. Phenology, cultivar, disease status, last spray date and last pesticides sprayed are examples of independent frames. The states of the independent frames and other functions built in the C lanuage are used to determine the states of dependent frames, i.e. disease potential, cultivar susceptibility and infection.

Each frame contains five cells. An action is performed when any cell is called directly or indirectly by the user of the system. The ABOUT cell is a description of the object for which the frame was built. The EXPLANATION cell contains reasons, based on the frame's status, for a certain recommendation provided by the expert system. The RESPONSE cell performs an action based on the state of the frame. The HELP cell can be used to help the user understand a particular question asked by the system. The GETVALUE cell contains the information used to determine the state of the frame. Only the GETVALUE cell of any particular frame has to have something built into it for the frame to become activiated.

 

System Description
The pest management portion of PSAOC is composed of 3 parts; 1) the orchard profile which is composed of the variables that describe the orchard, 2) the pest rating modules, which determine the pests and level of severity and 3) the chemical management modules, which determine the chemicals that are appropriate for the given circumstances, the rates of those chemicals and the spray interval for the next pesticide application. The compatibility of the chemicals and days-to-harvest limitations are also determined.

 

System Design
Since the information needed to assemble a meaningful expert system is derived from many areas, a team approach to knowledge base development was taken. The team includes experts from, plant pathology, entomology, horticulture, agricultural engineering, agricultural economics, and agricultural meteorology. Expert systems are best conceived as a whole but then broken down into smaller subunits for the actual development. For example, PSAOC covers the range of problems encountered by a fruit grower but it was built as a series of modules (pest management, leaf analysis, tree spacing etc.). Each module may be subdivided several more times to arrive at the point of simplification is reached where the information is manageable. For instance, the pest management module of PSAOC includes lower level modules encompassing apple scab, powdery mildew and cedar apple rust potentials, insect thresholds, chemical, chemical rate and spray intervals. There are modules below these which describe infection periods, chemical residue levels, etc. These modules, which were built separately, interact to derive an integrated disease and insect recommendation. The relationship and number of modules in an area is determined by the experts who are designing the system. To efficiently utilize information put into the system by the user, the system stores the orchard description supplied by the user for use by all modules within the system.

 

Operating the System
Upon operating the expert system, the user views the start-up screen. From this point the user can gain access to any module within the system. The pest management program can either be initiated directly from the profile, in which case all profile information will automatically be loaded into the program, or else the user will be asked if a profile needs to be loaded. Typically, an orchard contains many "blocks" or "management units" which tend to be managed in a slightly different manner. Each block would have its own profile. The user can either choose a previously defined profile or create a new one. The user has the option of looking at an individual pest problem or running the IPM module, which considers the entire orchard block as a system where disease and insect recommendations are integrated. For disease, the program first determines the disease potential in the block for apple scab, powdery mildew, cedar apple rust and summer diseases. The system identifies the fungicides that are available to control scab under the circumstances and asks the user to identify preferences. Once the primary scab fungicide is selected by the user, the system lists the combination fungicides which are recommended to prevent resistance build-up and provide additional control of powdery mildew or rust if necessary. The fungicide recommendation is given as part of the IPM recommendation after running the insect modules. In the insect module the system determines if the insect and mite populations are over thresholds that will require control. It then calls the chemical management module to establish pesticide application priorities. If the mite population is over threshold and predators are not sufficient to control the mites, miticide rates are determined. Insecticides and rates are then determined for the primary insect over threshold (i.e. most damaging). However, users are given the option of selecting a different primary insect pest. If there are several insecticides that will control the primary insect pest, the user is given the option of making the selection. If the primary insect control material is effective for all secondary insects, no more insecticide compounds will be considered. Otherwise, the module will determine other compounds and rates to control the secondary insects. The recommendation follows for each chemical selected along with the rates and application timing required (Figure 10). In addition, spray incompatibility warnings are displayed. After the recommendation has been viewed the user is given the option of making other chemical selections which result in a new IPM recommendation. At this time, the user may also ask for an explanation of how the recommendation was derived. The system then reviews each aspect of the decision making process. The user can also request detailed information about any one of the chemicals or pests included in the recommendation. The user also has the options of printing the recommendation, explanation, or the profile information.

 

Autotutorial Feature
At many places in the expert system the user can obtain educational information that gives further explanation and background about a disease, an insect or a chemical. This instruction allows the user to more accurately answer a given question. For instance, in Figure 3 if the cursor is placed on the word scab and "clicked" (mouse button depressed), the instructions for scouting for apple scab and a description of the disease cycle of apple scab appears along with illustrations of fruit and leaf symptoms. Instructions for scouting the diseases and insects vary as the season progresses.

 

Orchard Profile
The orchard profile describes the orchard. The characteristics that describe the orchard are separated into long term characteristics that do not change within a season and temporal characteristics that have the potential to change within the season. The grower need only update the long term characteristics once a year but temporal characteristics are prompted for update daily (Figure 3 & 4). Data entry is accomplished in one of three ways; the user can highlight active zones on the screen (Figure 3), the user can scroll to the correct response (Figure 4) or the user can enter the data directly from the keyboard. For example, when entering the fungicide material and rate the user applied in the last fungicide application (Figure 4), the button can be clicked in front of the chemical name to indicate which chemical was applied. The rate applied can be entered by scrolling to the correct amount or it can be directly entered in the box to the right of the scroll bar from the keyboard. Information within the orchard profile can be utilized by all modules of the system at any time.

 

Components (Modules)
Different components (modules) of the expert system are called by a menu interface. For the IPM module in PSAOC the menu items include orchard profile, scouting, weather, diseases - apple scab (Venturia inaequalis), powdery mildew (Podosphaera leucotricha), cedar apple rust (Gymnosporangia juniperi-virginianae), summer diseases (Botryosphaeria obtusa, Botryosphaeria dothidea, Glomerella cingulata, Gloeodes pomigena, Zygophiala jamaicensis) and all diseases, insects (codling moth, European red mites, green apple aphid, green fruit worm, gypsy moth, plum curculio, rosy apple aphids, spotted tentiform leaf miner, tufted apple bud moth, white apple leafhopper, all insects), integrated pest management (IPM) and horticultural modules (leaf analysis, tree spacing, irrigation scheduling, and weed control). The user can choose one pest, all of the diseases, all of the insects or receive an integrated insect and disease control recommendation by selecting IPM. Once the menu selection is made, the program executes the GETVALUE cell of the particular frame called by the menu selection. This frame is dependent (disease potential, for example) and is assigned a value based on the status of other frames (independent or dependent), whose values are obtained from profile information or user interaction. In the RESPONSE cell another dependent frame (e.g. chemical selection) is called to determine its state and response. More dependent frames or custom built functions are called until all the necessary information has been obtained to offer a recommendation.
Discussion of PSAOC
The knowledge provided by PSAOC can be substituted for the routine spraying practices that might have occurred without this knowledge. Thus, the ecosystem is spared the application of unnecessary pesticides, while the grower realizes an economic savings derived from not applying pesticides in certain situations. Moreover, the yield and quality of the crop are maintained because pest problems are managed with a profitability objective.

PSAOC is a potentially effective tool for apple production for at least seven reasons:
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redarrow.gif (337 bytes) Delivery IPM derived information and solutions to pest management problems
redarrow.gif (337 bytes) Providing this information in a very up-to-date and site specific fashion unattainable by traditional information delivery systems
redarrow.gif (337 bytes) This information is always readily available to any grower having access to a computer and the software, relieving dependence upon the accessibility of literature or human experts, thus enabling the grower to make critical, timely decisions whenever necessary
redarrow.gif (337 bytes) Used effectively, it provides the apple grower with the opportunity to reduce or in many cases optimize the use of chemicals thus reducing the negative impacts of apple production on the ecosystem and human health
redarrow.gif (337 bytes) The PSAOC is an educational tool. As the grower continues to use the PSAOC expert system, he receives instruction within the expert on IPM procedures but he also observes and comes to understand how IPM strategies are implemented by the expert system
redarrow.gif (337 bytes) Increase grower profits
redarrow.gif (337 bytes) As additional methods of production management are developed, these can be easily incorporated into the PSAOC

However, it remains to be seen whether apple producers will successfully adopt this new agricultural innovation on a widespread basis. The adoption of computer technology by growers is predicated on a linkage between a particular farm operation and the access conditions of the particular technology (3). These access conditions are determined, in part, by the development of the technology and by private and public diffusion infrastructures. The development of diffusion strategies that consider grower needs and capabilities relative to specific access conditions will accelerate the adoption of these new technologies.

Because of its interactive nature and potential impact on farm decision making, PSAOC was designed with the aid of several commercial orchardists and its impact on farm decisions was assessed during a two year field test (11). Positive economic and behavioral changes were noted that promoted improved profitability, increased orchard monitoring and more efficient pesticide use. Several recommendations were constructed from this study that would enhance the adoption of expert systems technology. They are:

redarrow.gif (337 bytes) Training and basic orientation to computer use for farming operations in general, and agricultural expert systems in particular. These trainings should be held on a very localized basis and taught by persons familiar with expert systems software and the cropping system being discussed
redarrow.gif (337 bytes) Training which links expert system technology with an overview of the gradual modification of existing production systems to incorporate modern efficient methods. This training should focus on the societal level needs and responsibilities for reducing pesticide use as well as the long-term farm level benefits for doing so
redarrow.gif (337 bytes) Establishment of a "local experts" network to provide a resource for growers experiencing difficulties with the computer or expert system
redarrow.gif (337 bytes) Continual updating of system capabilities, so that recommendations remain scientifically current and appropriate
redarrow.gif (337 bytes) Training of extension specialists and agents to familiarize them with the possibilities and potentials of the system
redarrow.gif (337 bytes) Begin the process by delineating the criteria and goals for modern crop production attainable with expert systems as a tool. In this way scientists will be better able to begin to design production systems for agricultural operations of all sizes that provide more flexibility in responding to dynamic production conditions, thus enabling time and spatially specific recommendations of the expert system to be better implemented. In the long run this may be the greatest contribution of agricultural expert systems development toward a more efficient system of agriculture

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