Orchards and experimental set-up.
This multiyear field study was initiated in May 2022 at two University of Missouri Research Farms: Southwest Research, Extension, and Education Center (SWC) near Mt. Vernon, MO, USA (lat. 37.0747, long. −93.8789), and the Horticulture and Agroforestry Research Farm (HARF) near New Franklin, MO, USA (lat. 39.0192, long. −92.7600). Before the establishment of this study, the SWC site was managed in cool season grass pasture, and the HARF site served as a vineyard. The SWC site featured two soil series: Creldon silt loam (fine, mixed, active, mesic Oxyaquic Fragiudalfs), which is moderately well drained with a fragipan at 51 to 89 cm, and Gerald silt loam (fine, mixed, active, mesic Aeric Fragiaqualfs), which is poorly drained, with a fragipan at 51 to 102 cm. Soil series at the HARF site included a Menfro silt loam (fine-silty, mixed, superactive, mesic Typic Hapludalfs) and Sibley silt loam (fine-silty, mixed, superactive, mesic Typic Argiudolls), both of which are well drained loess soils with a fragipan depth greater than 203 cm (Web Soil Survey 2023).
Soil samples were collected and evaluated before planting in spring of 2022. The SWC site offered ideal growing conditions for elderberry (Byers et al. 2022), with a pH of 6.0, a cation exchange capacity of 8.4 meq/100 g, and 2.2% organic matter. Phosphorus and potassium levels were adjusted based on recommendations for bramble crops, as nutrient recommendations specific to elderberry have not been established. The HARF site was also well suited for growing elderberries, with a pH of 5.7 to 5.8, a cation exchange capacity of 12.3 to 13.8 meq/100 g, 2.6% to 3.0% organic matter, and adequate levels of P, K, Ca, and Mg. Following planting, individual plots were fertilized with 13N–13P–13K fertilizer in Jul 2022 at a rate of 67 kg·ha−1. In spring of 2023 and 2024, individual plots were fertilized with urea, providing 67 and 90 kg N·ha−1, respectively.
The SWC site received 1052, 1187, and 993 mm of precipitation during the 2022, 2023, and 2024 growing seasons, respectively, while HARF received 707, 711, and 1040 mm (Missouri Mesonet - AgEBB, 2024). A drip irrigation line (Netafim Irrigation, Inc., Fresno, CA, USA) was installed for each row, with emitters 61 cm apart. Plantings received up to 25 mm supplemental water per week during the growing seasons when rainfall was lacking.
Three American elderberry cultivars were selected for the study: ‘Bob Gordon’, ‘Pocahontas’, and ‘Rogersville’ (Byers and Thomas 2011; McGowan and Thomas 2017; Thomas et al. 2023). Dormant hardwood cuttings sourced from existing plants at the SWC were propagated in Mar 2022. Propagules were treated with Bontone II rooting powder (BONIDE Products LLC, Oriskany, NY, USA) and positioned in 10.2-cm plastic pots with commercial potting mix (Pro-Mix BX; Premier Tech, Quakertown, PA, USA) and placed in a cool greenhouse for rooting. Site preparation began in Apr 2022. Rows were formed using a tractor-mounted roto tiller, 1.5 m wide. Row centers at both sites were spaced 4.6 m apart. Seventy-two linear in-row experimental plots were established at each site. Plots were arranged in eight rows at the SWC site and four rows at HARF. Plots were 1.2 m wide by 4.9 m long, with 2.4 m between plots in-row. Each plot contained four elderberry plants of the same cultivar spaced 1.2 m apart. The alleys and in-row spaces between plots were left in existing perennial grass cover and managed via mowing and string trimming. Each of the three cultivars was assigned to 24 plots in a completely randomized design and transplanted into the orchard 18 May 2022 at SWC and 23 May 2022 at HARF. Flowers were removed in the establishment year (2022) to encourage vegetative growth and development of healthy roots. In Jan 2024, the plants were pruned, effectively removing dead or damaged plant material and tipping back canes to strong wood.
Weed management treatments.
Four replications of six weed management treatments [woven fabric, woodchip mulch, cover crop, herbicide, managed (hand-weeded) control, and unmanaged control] were randomly assigned to each cultivar’s 24 plots. Woven fabric plots were established at the time of planting. Dewitt Sunbelt woven weed barrier fabric (Dewitt, Sikeston, MO, USA) (0.9 m wide, 108.5 g·m−2) was installed in May 2022. Fabric was placed by hand and secured using metal fabric pins. A butane torch was used to burn holes 15 cm in diameter in the fabric to allow for planting. In Jan 2023, a slit was burned down the center of the fabric row within plots to allow elderberry plants space to spread and sucker naturally via rhizomes.
Woodchip mulch plots were established at the time of planting. At the SWC site mulch was sourced from the local electric cooperative and included mixed hardwood species. At HARF, mixed hardwood mulch was purchased from Braik’s Tree Service (Columbia, MO, USA). Mulch was initially applied in a 10-cm-thick layer within the treatment area, followed by a 5-cm layer applied on top of existing mulch in Spring 2023 and 2024.
Cover crop plots were managed via string trimming and periodic hand weeding during the establishment season (2022). In Sep 2022, oat (Avena sativa) seed (Petrus Seed and Grain Co. Hazen, AR, USA) was evenly broadcast at a rate of 0.3 kg·m−2 and then covered with a 5-cm layer of straw; soil was not disturbed, and seed was not incorporated. Straw application was only used for the initial planting, as cover crop residue was present thereafter. Oats did not winter kill and were allowed to naturally end in Jun 2023. In Jul 2023, the remaining oat residue was cut with a string trimmer, and buckwheat (Fagopyrum esculentum) seed (Big Sky Wholesale Seeds, Inc. Shelby, MT, USA) was evenly broadcast over each plot at a rate of 0.3 kg·m−2. In Oct 2023, buckwheat ended naturally, residue was cut with a string trimmer, and then oats were immediately broadcast at the same rate. Once again, the oats did not winter kill, and similar protocols were used to re-establish buckwheat in Summer 2024.
Herbicide plots were managed via string trimming and periodic hand weeding during plot establishment in 2022. In Mar 2023 and 2024, existing vegetation was removed using glufosinate (Reckon 280SL; Solera, Yuma, AZ, USA), a postemergence, broad spectrum contact herbicide which was applied at 4.1 L·ha−2 using a backpack sprayer. Four additional applications of glufosinate were used during the growing seasons both years. Dichlobenil (Casoron 4G; OHP, Inc., Morrisville, NC, USA), a broad-spectrum, pre-emergence granular herbicide, was also evenly distributed by hand within each plot at 112 kg·ha−1 in Mar 2023 and 2024.
Managed (hand-weeded) plots were kept weed-free through hand weeding and hoeing at biweekly intervals throughout the study. Unmanaged control plots were maintained via string trimming and periodic hand weeding during the establishment period until Jan 2023. Thereafter, weeds were left unmanaged throughout the 2023 and 2024 growing seasons.
Experimental data collection.
Phenological data (50% budbreak, 50% anthesis, and peak fruit ripening) were collected in 2023 and 2024 by documenting the date (days after 1 Jan) at which each plot exhibited the designated phenological event. Plant growth per plot was assessed at the conclusion of the growing seasons in Dec 2023 and 2024. Average plant height, maximum plant height, and stem counts were determined.
Arthropod pest, disease, and lodging pressure were determined monthly from May through August in 2023 and 2024. The 1 to 5 rating scale described by Thomas et al. (2015) was adapted to quantify damage associated with pests, diseases, and lodging (where 1 = no damage present; 2 = ≤25% of plot damaged; 3 = 25% to 50% of plot damaged; 4 = 50% to 75% of plot damaged; and 5 = 75% to 100% of plot damaged). The ratings were documented for sawfly (Tenthrado grandis), Japanese beetle (Popillia japonica), eriophyid mite [most likely Phyllocoptes wisconsinensis (Warmund and Amrine 2015)], and leaf spot (undiagnosed as to specific organisms).
Fruit harvests were conducted twice weekly in 2023 and 2024 from late July through early September. Entire infructescences (cymes) were harvested when the majority of berries therein were fully ripe. Fruit yield data included total cyme fresh weight per plot, number of cymes per plot, and average cyme weight. Representative fully ripe fruit samples (0.5 kg) from each plot were retained in zippered plastic bags and immediately frozen. The berries were later de-stemmed while frozen. Two randomly selected subsamples of 50 berries were weighed from each sample to determine mean single berry weight.
Juice sample preparation.
Juice was prepared by allowing fruit to thaw, pressing by hand, and pouring through a kitchen sieve into a glass beaker. Samples were then aliquoted into polypropylene tubes and stored at −18 °C until laboratory analysis. Juice samples were used to quantify soluble solids concentration, pH, titratable acidity (TA), total polyphenol concentration, and total monomeric anthocyanin concentration. Methods used for fruit analysis were adapted from Thomas et al. (2024), with the following modifications: pH was measured with an Oakton pH700 meter (2023) and an Oakton pH 5+ meter (2024) (Oakton Instruments migrated to Environmental Express, Charleston, SC, USA). For total polyphenols and total monomeric anthocyanin content, a Cary 60 ultraviolet-visible spectrophotometer (Agilent Instruments, Santa Clara CA, USA) was used in 2023, and a Multiskan SkyHigh Microplate Spectrophotometer (Thermo Fisher Scientific Inc., Waltham, MA, USA) was used in 2024.
Leaf nitrogen.
Leaf nitrogen content was measured at both sites in 2023 and 2024 to evaluate nitrogen availability as an effect of weed management treatment. In July, a sample of eight to ten leaves including leaflet blades, rachis, and petioles was randomly collected from each research plot. Leaf samples were dried, ground to <1 mm, and analyzed at the University of Missouri’s Soil and Plant Testing Laboratory to determine total leaf nitrogen content (%) by the combustion method (Jaroonchon et al. 2010).
Weed population and visual rating.
Weed species and weed population were assessed in Aug 2023 and 2024. Two 0.25-m2 quadrats were randomly placed in each plot, weed species were identified, and the number of each individual weed species was determined. Species were categorized as annual grass, annual broadleaf, or perennial weeds. A visual rating was conducted concurrently with weed population measurements (Brown and Tworkoski 2004; Burkhard et al. 2009). Data from 0.25-m2 quadrat samples were extrapolated to represent the number of weed plants/m2. A single visual rating between 0 and 100 was assigned to each plot, indicating the percentage of area in each plot covered by actively growing weed vegetation. The same individual conducted all visual ratings.
Weed biomass.
A weed biomass assessment was also conducted in Aug 2023 and 2024, using methods adapted from Burkhard et al. (2009). Weed biomass from the two 0.25-m2 quadrat samples used for species and population measurements was harvested at ground level, separated into the three botanical categories, and placed in brown paper bags. Samples were then dried in industrial dryers at 40 °C until reaching a constant weight and then weighed to determine the dry weight of biomass (Zhang et al. 2019). Data from 0.25-m2 quadrat samples were extrapolated to represent dry weight of weed biomass in g·m−2.
Economic analysis.
A partial budget analysis was used to compare differences in costs, revenue, and profitability among treatments. The analysis was considered deterministic as no stochastic variables were included. Although yield is theoretically stochastic due to factors such as weather, in our analysis it was treated as deterministic because we used observed experimental mean yields rather than simulated yield distributions. Methods used in developing the partial budget analysis were adapted from those described by Skevas et al. (2016). Costs that remained constant across weed management treatments (i.e., irrigation) were not included in the analysis. Only costs that varied among treatments were included in the model. Costs were separated into two categories. Labor costs, documented in US dollars per hour, accounted for variability in labor requirements among treatments. Hourly wage was assumed to be $17.26 (Missouri Economic Research and Information Center 2023). Materials and equipment costs were also documented for each treatment. Revenue was estimated using the mean fruit yield for each treatment combination and a farmgate price of $5/0.454 kg (1-pound) of fresh, de-stemmed berries (Byers et al. 2022). Data collected in the weed management study were extrapolated to represent a 0.405-ha (1-acre) commercial elderberry planting based on current spacing and plant population recommendations: ∼1678 plants/ha (679 plants/acre). The values were converted to net present value (NPV) using the following formula:
[1]
where R and C stand for revenues and costs, respectively, for each site (s), weeding method (m), and period (t). Following Erickson et al. (2004), a discount rate (r) of 5% was used, which is consistent with previous economic assessments in perennial crops (Kells and Swinton 2014; Skevas et al. 2016). NPVs were annualized by dividing them by an annuity factor, reflecting the present value of receiving (or paying) a constant amount each year for 3 years at the given discount rate (Predo and James 2006; Weston and Copeland 1986). Annualizing the NPV expresses the multiyear value as an equivalent constant annual return, providing a common scale for comparison across treatments and aligning with standard practices in agricultural economic assessments (El Kasmioui and Ceulemans 2012; Kells and Swinton 2014; Skevas et al. 2016). The annuity factor is given by:
[2]
Then, the annualized NPV for each treatment at each site is computed as:
[3]
This annualized NPV serves as a summary measure of each weeding method’s economic performance over time, at each of the two sites.
Statistical analysis.
The experiment was established and analyzed as a factorial experiment with a completely randomized design. Factors included 2 sites × 3 cultivars × 6 weed management treatments × 4 plot replications, with year (2023 − 24) serving as a repeated measure over time. The experimental unit was the 1.2-m-wide by 4.9-m-long orchard plot, each containing four elderberry plants of the same cultivar. Site served as an independent random factor, while weed management method and cultivar were designated as independent fixed factors. All data aside from those in the economic analysis were analyzed using the MIXED procedure (SAS Institute, Cary, NC, USA), with means separated by the Tukey’s honestly significant difference (HSD) method at P < 0.05.
To compare mean NPVs across treatments, a one-way analysis of variance (ANOVA) was conducted. This procedure not only provides a global test of whether there are significant differences across treatments but also avoids accumulating type I errors from multiple t tests (Ender 2016). If the F test was significant, post hoc, pairwise comparisons between treatments were performed using Tukey’s HSD test (Ender 2016; StataCorp 2025a). However, because annualized NPVs may not only differ in terms of their means but of their entire distributions (e.g., shape, spread, or location), two-sample Kolmogorov–Smirnov tests were also performed to detect distributional dominance of one treatment over the other across the entire range (Conover 1999; StataCorp 2025b).