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doi: 10.1111/j.1473-2743.2007.00102.x
Abstract
Increased awareness of the role of soil structure in dening the physical fertility or quality of soil has led to the need for a simple assessment relevant to the environmental and economic sustainability of soil productivity. A test is required that is usable by farmer, consultant and researcher alike. Here an assessment of soil structure quality (Sq) is described which is based on a visual key linked to criteria chosen to be as objective as possible. The inuences of operator, tillage and crop type on Sq value were tested. The test takes 515 min per location and enough replicates were obtained for statistical comparison of data sets. The assessments of individual operators were inuenced to an extent by differences between elds, making the use of multiple operators desirable. Differences in soil management were revealed by the test and related to differences in soil physical properties (bulk density, penetration resistance and porosity) and crop growth. Indicative thresholds of soil management are suggested. The assessment should be viewed as complementary to conventional laboratory assessments of soil structure. Visual soil structure assessment can indicate to the soil scientist where to sample and what soil measurements are likely to be worthwhile.
Keywords: Visual analysis, soil structure, soil management, soil resilience, tillage, crop rotation
Introduction
Soil structure is a complex soil property, partly related to inherent characteristics of particle size and clay mineralogy and partly to anthropogenic inuences related to land use and management. According to Kay & Angers (2001), soil structure can be described in terms of: (i) structural form; the heterogeneous arrangement of pores and solids at any given time; (ii) structural stability, the ability of soil to retain its structural form after exposure to stress; and (iii) structural resilience: the ability of soil to recover its structural form through natural processes. Soil structural form may be described visually in terms of the size, shape and porosity of individual units of structure (aggregates) to which additional physical properties such as strength and stability can be added. However, from such a description, it may be difcult to derive an indication of the quality of the structure for agricultural production. Ideally, description of structural quality should include elements of form, stability and resilience.
Correspondence: B. C. Ball. E-mail: bruce.ball@sac.ac.uk Received March 2007; accepted after revision July 2007
In the 1950s and 1960s, Peerlkamp and his co-workers including Boekel, developed a scale to assess the quality of soil structure (Peerlkamp, 1959; De Boodt et al., 1967). Although their St score was related to soil organic matter, clay content and crop performance, it was not widely used outside of the Netherlands and the UK, especially in recent years. During the same period, many indices of structure were developed, based on laboratory tests for stability of individual aggregates, their dispersion in water or pore size distribution or on eld permeability assessments, for example those of Low (1954), Childs et al. (1957), Williams & Cooke (1961) and Currie (1965). Aspects of soil structure are commonly described and quantied from water retention, water and gas permeability, gas diffusivity and aggregate stability (De Boodt et al., 1967; Kay & Angers, 2001). More recent methods involve micromorphology (Ringrose-Voase, 1991), 3D visualization and advanced modelling (Young & Crawford, 2004). Laboratory studies are normally carried out using soil samples of small volume and can be time consuming and expensive. Laboratory methods are highly valuable in quantifying specic aspects of soil structure. However,
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Table 1 Method of assessment Step Block extraction and examination 1. Extract soil block Option Procedure
Loose soil
Firm soil
Remove a block of soil 15 cm thick directly to the full depth of the spade and place spade plus soil onto the sheet, tray or the ground. Dig out a hole slightly wider and deeper than the spade leaving one side of the hole undisturbed. On the undisturbed side, cut down each side of the block with the spade and remove the block as above. Remove any compacted soil or debris from around the block. Estimate the depth of each layer and prepare to assign scores to each separately. Gently manipulate the block using both hands to reveal any cohesive slabs of soil or clumps of aggregates. If possible separate the soil into natural aggregates and man-made clods. Clods are large, hard, cohesive and rounded aggregates. Break larger pieces apart and look at the internal structure of the cross-section. A crumb-like appearance with rounded aggregates easily broken apart and embedded in a ner matrix would be indicative of a well-developed natural structure and lower score. Clods that can be broken into non-porous aggregates with angular corners are indicative of poor structure and higher score. Match the soil to the pictures (Figure 1) category by category to determine which ts best. Factors increasing score: Difculty in extracting the soil block Larger, more angular, less porous, presence of large worm holes Clustering, thickening and deections Pockets or layers of grey soil, smelling of sulphur and presence of ferrous ions Multiply the score of each layer by its thickness and divide the product by the overall depth, e.g. for a 25-cm block with 10-cm depth of loose soil (Sq1) over a more compact (Sq3) layer at 10- to 25-cm depth, the block score is [(1 10) 25] + [(3 15) 25] = Sq 2.2.
4. Break-up aggregates
Soil scoring 5. Assign score 6. Conrm score from Block extraction Aggregate shape and size Roots Anaerobism 7. Calculate block scores for two or more layers of differing structure
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structural scores. Several authors in the Working Group had based their method on the early work of Peerlkamp. However, during discussions after the presentation of the results, it became apparent that they had encountered several difculties during its use. They felt that the criteria for the classes were not robustly dened and that a scale of 10 was too long. Particular problems were the emphasis on size and strength of aggregates after breaking apart a spadeful of soil and the need to include further visual observations such as colour, shape and orientation of aggregates, pores and roots. A test was required that was objective, readily understood and could be taught quickly to non-soil scientists. A visual key was thus developed to meet some of these needs. The objective was to incorporate simplied structural descriptions into a scale of structural quality. Further investigations to evaluate the test have been made in Denmark and Scotland. In this paper, a new method based on Peerlkamp is described which has benets in terms of ease of use, reproducibility and sensitivity to soil management.
St r u c t u r e q u al i t y
Eas e o f b r eak u p (m o i s t s o i l )
Vi s i b l e p o r o s i t y
Ro o t s
A p p ear an c e af t er b r eak -u p : s am e s o i l d i f f er en t t i l l ag e
Di s t i n g u i s h i n g f eat u r e
Sq 1 Fr i ab l e (t en d s t o f al l off the s p ad e)
Highly porous
Fine aggregates Sq 2 In t ac t (r et ai n ed as a block on t h e s p ad e) Aggregates easy to break with one hand A mixture of porous, rounded aggregates from 270 mm. No clods present Most aggregates are porous Roots throughout the soil
High aggregate porosity Sq 3 Fi r m Not difficult A mixture of porous aggregates from 2mm -10 cm; less than 30% are <1 cm. Some angular, non-porous aggregates (clods) may be present Mostly large > 10 cm and subangular nonporous; horizontal/platy also possible; less than 30% are <7 cm Mostly large > 10 cm, very few < 7 cm, angular and non-porous Macropores and cracks present. Some porosity within aggregates shown as pores or roots. Most roots are around aggregates
Low aggregate porosity Few macropores and cracks All roots are clustered in macropores and around aggregates Distinct macropores Very low; macropores may be present; may contain anaerobic zones Fe w, i f a ny , restricted to cracks
Sq 4 Co m p ac t
Quite difficult
Sq 5 Ver y c o m p ac t
Difficult
Grey-blue colour
Figure 1 Description and illustration of soil structure and distinguishing features in each of the ve categories of quality.
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(B) Locations 1 and 2, Craibstone Estate, near Aberdeen, Scotland (5710N 216W)
Main test objective at the site: inuence of operator in elds of contrasting soil structure. Soil type: sandy loam (Leptic Podsol according to the WRB classication). Annual rainfall: 865 mm. Fields: Location 1: relatively uniform soil structure except for a zone near one boundary fence which was compacted during establishment of the ley in 2003 (Ball et al., 2007). Location 2: variable soil structure due to storage of builders materials and soil and associated trafc during construction of an adjacent building prior to 2005. The site was subsoiled in 2005 and sown to spring barley in 2006. Existing crop: Location 1: grassclover ley grazed by sheep. Location 2: stubble of spring barley (Hordeum vulgare, L.). Previous crop: Location 1: spring barley (2003). Location 2: bare soil. Operators: Four operators assessed the soils. Two operators (1 and 3) were developers of the test and could be regarded as experts. The other two (2 and 4) were technical support staff who had been taught the test a few weeks prior to the assessments and were relatively inexperienced and could be regarded as non-experts. Number of tests: 10 tests per location by each operator. Timing: October 2006. Analysis of data: The signicance of the differences between sites and operators was assessed using a two-way analysis of variance.
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(C) Tulloch long-term ley-arable rotations trial, Craibstone Estate, near Aberdeen, Scotland (5710N 216W)
Main test objective at the site: inuence of crop type and crop vigour. Soil type and annual rainfall: as for site B. Crop types: third-year grass clover and third-year arable (undersown oats) (normal crop vigour). First year grass clover and fourth year grass clover (areas of plot where the crop growth was impaired due to suspected poor drainage). Previous crop: Swedes preceded third-year arable; oats undersown with grass clover preceded the rst-year grass clover. Number of tests: ve tests per plot by operators 1 and 2. Two plots per crop type where crop vigour was normal, one plot per crop type where growth was impaired. Timing: June and October 2006. Associated tests: In situ measurements of dry bulk density from 0- to 5-cm and 5- to 10-cm depth made in October 2006 using intact cores of volume 209 cm3. Macroporosity was also estimated in these cores from the volume of pores air-lled at )10 kPa. See Taylor et al. (2006) for further site details.
condence and stimulate users to consult the key to conrm their estimates. It is best to assess spadefuls together with the trainees for some time before allowing them to work alone. Each test takes between 5 and 15 min to perform depending on the compactness, moisture content and stone content of the soil and on the need to take photographs. Assessments in ploughed seedbeds can be done even more quickly. The results for comparison of operators at locations 1 and 2 are shown in Table 2. Data were checked to conrm normality of distribution. The average values for each eld varied between operators, with the range for location 2 (0.6) being double that for location 1. From the analysis of variance (Table 3), the differences in Sq values between locations were much greater than the differences between operators. All operators identied the poorer structure and the greater variability of structure at location 2 as shown from standard errors and ranges (Table 2). Although the differences between operators were not signicant (Table 3), the signicant interaction between
Table 3 Results of two-way analysis of variance for operators and locations Degrees of freedom 3 1 3 72 79 Sums of squares 0.724 7.117 3.433 27.03 38.30 Mean square 0.241 7.117 1.442 0.375 Variance ratio 0.64 18.96 3.05 F probability 0.59 <0.001 0.034
Source
Results
Ease of use and reproducibility
It takes about 1 h to teach this method to a technician or student with some scientic experience. The photographs which clearly show the gradation between Sq categories instil
Table 2 Comparison of Sq values for operators working at the same time at two elds at Craibstone in moist soil Location 1
Range Operator 1 2 3 4 Average over operators 1 2 3 4 Average over operators Location Location operator Mean 2.2 2 1.7 1.9 1.9 2.3 2.6 3.0 2.3 2.5 0.27 0.54 SE 0.17 0 0.20 0.08 0.07 0.27 0.26 0.25 0.15 0.12 Minimum 1 2 1 1.8 1 1.5 2 2 1.68 1.5 Maximum 2.8 2 3 2.6 3 4 4 4.5 3 4.5
Location 1 is a grass clover eld which is the site of a former ploughing date experiment, and location 2 is a eld under barley stubble after restoration from damage during builders works. SE = standard errors determined on the basis of plot averages.
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Discussion
Sensitivity to differences in soil management
At Craibstone, poorer structure and greater variability of structure were found at location 2, the soil affected by builders work (Table 2). In the long-term organic ley-arable rotations experiment at Tulloch, a better structure was identied under third-year grass than under oats undersown (Table 4). There was a good correspondence between bulk density and macroporosity measurements (Table 4). It was also found that poor drainage had impaired structure in the
Table 4 Comparisons of Sq values and soil characteristics for a grass and oat crop in two poorly drained grass plots of the Tulloch rotation experiment Sq score Range Crop plots Third-year grass clover Oats undersown Poorly drained grass plots Mean 1.6a 2.2b 2.3b SE 0.10 0.11 0.10 Minimum 1.3 1.7 2.0 Maximum 2.7 3.5 3.5 Bulk density (010 cm g cm)3) 1.16a 1.22b Macroporosity (010 cm m3 100 m)3) 23a 21b
SE = standard errors determined on the basis of plot averages. Within a column, values followed by the same letter do not differ signicantly.
Table 5 Comparisons of Sq values and soil and crop characteristics for three different tillage systems at the Foulum tillage experiment Sq score Range Treatment P H8-10 D Mean 1.1a 2.1b 3.1c SE 0.04 0.04 0.10 Minimum 1.0 1.6 2.0 Maximum 1.6 2.6 4.0 Bulk density (515 cm g cm)3) 1.25a 1.39b 1.36ab Penetration resistance (017 cm MPa) 0.4a 1.2b 1.4c Relative vegetation index 21.4b 17.4ab 9.2a
SE = standard errors determined on the basis of plot averages. Within a column, values followed by the same letter do not differ signicantly.
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either the visual soil assessment spade analysis of Denmark (Munkholm, 2000) or the soil quality scoring procedure of Scotland (Ball & Douglas, 2003). Nevertheless, the method is still subjective in that the soil has to be broken up and comments made on the resultant soil fragments. The visual soil assessment technique of Shepherd (2000) has a major advantage in that it involves an objective drop-shatter test with assessment of the ordered fragments from photographs. Nevertheless, this latter technique is still fairly time consuming and takes less account of the inherent soil structure in terms of rooting, layering and macropore continuity. At Craibstone operators varied in their ability to identify the poorer and more variable structure at location 2 (Tables 1 and 2). The reason for the variability between operators was due to differences in sampling regime and in the interpretation of the method, particularly the denition of difculty of breakdown of the slice of soil. Operators were free to sample wherever they chose in the eld, as would happen in practice. Expert operators did not appear to give different assessments to non-experts. When using his test, Shepherd (2000) found good agreement between expert and nonexpert groups from a wide range of disciplines. As the Sq value given by individual operators was inuenced by site characteristics at Craibstone, replication is probably better achieved by using more operators than by more measurements by a single operator. Expert operators were not necessarily better than non-experts, although they tended to observe more details of the soil structure. At Tulloch, the difference between operators (operator 1 nding conditions less favourable than operator 2) may have arisen from the difference in soil moisture conditions at sampling and from difference in the time of sampling. The soil was unusually dry when operator 2 was sampling. This dryness may have reduced cohesion so that aggregates broke down readily and producing an intact sample of soil was also difcult. In addition, operator 1 included some areas where growth of the undersown oat crop was poor, thereby increasing the overall average score.
oats undersown than in the third-year grass, contrary to the results found here. However, this may be due to various factors including the treatments being located on different plots and the low replication of the Ball & Douglass (2003) test. In the assessments in France, most spade methods gave detailed descriptions of the structure within different layers, often with accompanying photographs, but with only single or duplicate replication (Boizard et al., 2005). The original Peerlkamp test gave only a general description with no indication of layering, albeit with 10-fold replication. The test represents a compromise by providing information on layering of structure and replication. Thus, although spade tests revealed treatment differences, it is important to establish their signicance and to cover spatial variability by adequate replication.
Sq score 12 23 35
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References
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Conclusions
The use of a visual key with well-dened descriptions of criteria for each category and inclusion of layering constitute the main improvements over the original Peerlkamp test. Operators scores were inuenced to an extent by differences between elds so that replication is best achieved by using more operators than by a single operator making more measurements. Alternatively, the scores of a single operator should be occasionally veried by another to eliminate bias. Differences in management either as crop or tillage type were revealed by the test or related to differences in soil physical properties and crop growth. The test may be able to provide thresholds of soil management and indicators of soil physical fertility and soil resilience. The test offers immediate structural assessment in the eld and is useful for assessing tillage need or drainage status. Sampling of dry soils should be avoided as the difculty in sample extraction and break-up may underestimate the soil score. Scores from markedly different moisture states should be kept separate. Sampling locations should be chosen according to management requirement, for example to assess areas of poor growth separately from the main eld. The holistic, qualitative eld approach should be viewed as complementary to the quantitative laboratory approach to soil structure assessment. There are advantages in using both approaches. Visual soil structure assessment can be used to indicate where to sample and what measurements are likely to be worthwhile.
Acknowledgements
This work was sponsored jointly by the Scottish Executive Environment and Rural Affairs Department and by the Danish Ministry of Food, Agriculture and Fisheries. We are
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Olesen, J.E. & Munkholm, L.J. 2007. Subsoil loosening in a crop rotation for organic farming eliminated plough pan with mixed effects on crop yield. Soil and Tillage Research, 94, 376385. Peerlkamp, P.K. 1959. A visual method of soil structure evaluation. Meded. v.d. Landbouwhogeschool en Opzoekingsstations van de Staat te Gent. XXIV No. 24, pp. 216221. Ringrose-Voase, A.J. 1991. Micromorphology of soil structure: description, quantication, application. Australian Journal of Soil Research, 29, 777813. Roger-Estrade, J., Richard, G., Caneill, J., Boizard, H., Coquet, Y., Defossez, P. & Manichon, H. 2004. Morphological characterisation of soil structure in tilled elds: from a diagnosis method to the modelling of structural changes over time. Soil and Tillage Research, 79, 3349.
Schjnning, P., Elmholt, S. & Christensen, B.T. 2004. Managing soil quality: challenges in modern agriculture. CABI Publishing, Wallingford, UK. Shepherd, T. G. 2000. Visual soil assessment. Volume 1. Field guide for cropping and pastoral grazing on at to rolling country. Horizons.mw & Landcare Research, Palmerston North, New Zealand. Taylor, B.R., Younie, D., Matheson, S., Coutts, M., Mayer, C., Watson, C.A. & Walker, R.L. 2006. Output and sustainability of organic ley arable crop rotations at two sites in northern Scotland. Journal of Agricultural Science, 144, 435447. Williams, R.J.B. & Cooke, G.W. 1961. Some effects of farmyard manure and of grass residues on soil structure. Soil Science, 92, 30. Young, I.M. & Crawford, J.W. 2004. Interactions and self-organization in the soilmicrobe complex. Science, 304, 16341637.
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