Abstract
Trees in agroforestry systems provide multiple ecological and economic functions. Smallholder vanilla agroforests include shade trees common across agroforestry systems, and small-statured support trees carrying the vanilla vine. Support trees have received little scientific attention so far. The objectives of our study were to assess the diversity, composition and geographic origin of support trees in vanilla agroforestry systems of north-eastern Madagascar. The region is a global biodiversity hotspot, has been undergoing a rapid land-use change and produces a large share of the globally traded vanilla spice. The studied vanilla agroforests differed in land-use history: established either directly inside forest (forest-derived) or on land previously used for slash-and-burn agriculture (fallow-derived). Among the support trees, we found 122 species of which 25% were endemic to Madagascar. The species richness per plot was four times higher in forest-derived than in fallow-derived vanilla agroforests. The species distribution was particularly uneven in fallow-derived vanilla agroforests with one species (Jatropha curcas) comprising 52% of all individuals. In forest-derived vanilla agroforests, 44% of all trees were native or endemic to Madagascar, whereas in fallow-derived vanilla agroforests only 11% were native or endemic. We conclude that there is a considerable diversity among support trees in Malagasy vanilla agroforestry. The support tree diversity is strongly affected by land-use history. Fallow-derived vanilla agroforests currently have a comparatively low species richness, yet they can play an important role in land rehabilitation, and more emphasis on growing native and endemic tree species would contribute to aligning production with conservation goals.
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Introduction
Agroforestry systems comprise trees and crops or livestock (FAO 2015). Studies often investigate multiple ecological and economic functions of shade trees (Nesper et al. 2017; Tscharntke et al. 2011) or crop-bearing woody plants like apple, cherry, coffee (Kay et al. 2020; Liu et al. 2020; Wu et al. 2016). However, vanilla agroforests have a further category of trees: support trees (also called tutor trees) which are small-statured and carry the climbing vanilla plant (Vanilla planifolia, Orchidaceae). Support trees (Fig. 1) are pruned to an accessible height to facilitate vanilla hand-pollination and vanilla harvesting. Support trees are also common in other agroforestry systems, e.g., black pepper (Piper nigrum), yams (Dioscorea spp.) or chayote (Sechium edule) (World Agroforestry Centre 2009).
Madagascar contributes about 40% of natural vanilla to the world market (FAO 2020). The island is also a biodiversity hotspot with particularly high rates of endemism (Ganzhorn et al. 2014; Myers et al. 2000). Forests of Madagascar harbour the majority of endemic plants and animal species (Dufils 2003), but large parts of natural forests have already been lost and deforestation rates are still high (Vieilledent et al. 2018). Even though some species can persist in human-modified landscapes (e.g., Raveloaritiana et al. 2021; Torppa et al. 2020) and information of responses to habitat degradation is lacking for many taxa (Irwin et al. 2010), deforestation certainly threatens Madagascar’s biodiversity (Ganzhorn et al. 2001; Rakotoarinivo et al. 2014). Slash-and-burn shifting cultivation is the main driver of deforestation in Madagascar (Yesuf et al. 2019; Zaehringer et al. 2015).
Agroforests can contribute to biodiversity maintenance in deforested and degraded landscapes (Montagnini 2020; Schroth et al. 2004). Vanilla agroforests in north-eastern Madagascar support native bird species (Martin et al. 2021b), several lemur species (Hending et al. 2018) and many plant species (Osen et al. 2021; Raveloaritiana et al. 2021). The shade trees in vanilla agroforests are highly diverse and include many endemic species (Osen et al. 2021). Additionally, vanilla agroforests with many shade trees and a dense understory can contribute to the conservation of predation as an important ecosystem function (Schwab et al. 2021).
The diversity of crops and associated trees as well as the structural complexity of an agroforestry system can evolve under climatic, social and economic pressure as shown, e.g., for Malagasy clove cultivation (Michel et al. 2021). For vanilla agroforests in north-eastern Madagascar, also the previous land-use history is important. They are established either by thinning and converting forests (forest-derived vanilla agroforests) or on an open or fallow land previously used for slash-and-burn agriculture (fallow-derived vanilla agroforests). Forest-derived vanilla agroforests contribute to species preservation but are a degradation of a natural forest ecosystem; fallow-derived vanilla agroforests may harbour less biodiversity but significantly contribute to ecosystem rehabilitation (Martin et al. 2020; Osen et al. 2021; Raveloaritiana et al. 2021). Nevertheless, both types of vanilla agroforests provide considerable income opportunities to farmers and have similar vanilla yield (Martin et al. 2021a).
According to our observations, vanilla vines in the vanilla agroforestry of north-eastern Madagascar are almost exclusively put on living support trees which serve as climbing structures. Both in Madagascar and worldwide, support trees have received little scientific attention so far. However, these trees are intensively managed by farmers and thus offer the opportunity to influence the diversity and structure of agroforests. Our objectives were to identify the species diversity, composition and geographic origin of the support trees in forest-derived and fallow-derived vanilla agroforests in north-eastern Madagascar. The results may inform approaches to creating a multifunctional landscape and contribute to maintaining or restoring tree diversity in agroforestry systems.
Methods
Study region
The study was conducted in north-eastern Madagascar (Fig. 2). The regional climate is tropical-humid with an annual mean temperature of 24.1 °C and precipitation of 2157 mm y−1 (means across study plots, based on CHELSA (Karger et al. 2017)). The dominating soil type is Haplic Ferralsol (ESDAC 2014). The topography consists of coastal lowlands, hills and mountains. The natural vegetation is tropical rainforest (Moat and Smith 2007), now mainly restricted to protected areas like Marojejy National Park (Vieilledent et al. 2018). The landscape is characterized by a mosaic of land-use types where slash-and-burn shifting cultivation, locally called tavy, paddy rice, and vanilla agroforestry prevail (Hänke et al. 2018; Llopis et al. 2019).
Sampling design
We worked in 10 villages across north-eastern Madagascar’s SAVA region (Fig. 2). In each village, we studied three vanilla agroforests. Interviews with the farmers revealed that 10 out of 30 studied vanilla agroforests were forest-derived, whereas 20 were fallow-derived and established on the land that underwent at least one cycle of slash-and-burn agriculture. The age of the forest-derived and the fallow-derived vanilla agroforests varied between 4 to 30 years and 3 to 58 years respectively (Online Resource 1). In every vanilla agroforest, we placed a circular study plot of 50 m diameter (1963 m2). We put 36 markings in a fixed scheme (Fig. 3) inside the plots. At each marking, we sampled the support tree carrying a living vanilla plant that grew closest to the respective marking. On every study plot, our selection of 36 support trees represented a share of 3–11% of all support trees within the study plot, depending on the vanilla planting density. Overall, we sampled 1080 support trees consisting of 68 dead and 1012 living support trees. For our analysis, we only considered the 1012 living support trees (Online Resource 1).
Species identification
In the field, we identified 960 of 1012 sampled living support trees to their vernacular names. We took samples and photos (mostly leaves, bark and branches, rarely flowers or fruits) and consulted a botanist from Madagascar National Parcs to identify the remaining 52 support trees to their vernacular names. Thereafter, we used Schatz et al. (2001) and assigned the vernacular names to the corresponding scientific names for 86 species making up 305 trees in our sample. Although Schatz et al. (2001) only differentiates species to genus level, some genera are monotypic and thus a species name could be assigned. If a vernacular name corresponded to several genera, we requested support by a tree expert from Missouri Botanical Garden Antananarivo to decide for one of them. In addition, we used a report on the floral inventory of the Antanetiambo Nature Reserve (Randrianaivo 2014) and an unpublished inventory list from 2001 provided by Marojejy National Park staff to get suggestions of scientific names matching the vernacular names. The suggestions were then validated by the descriptions of tree characteristics in Schatz et al. (2001). In doubtful cases and in the cases not covered by Schatz et al. (2001), we used a species list by Osen et al. (2021) for verification (63 species, 223 trees in our sample). Finally, we could identify 41% of species in our sample (86% of all sampled tree individuals) to scientific species names; 51% species (11% of all individuals) to genus level and 8% of species (3% of all individuals) to their vernacular names (Online Resource 2). However, some uncertainties remain. These are partly due to the frequent taxonomic rearrangements of the diverse Malagasy tree flora (Callmander et al. 2011) which can be challenging to align with local vernacular naming systems. Additionally, tree identification is often based on reproductive features, so sterile and/or young tree individuals can hamper identification precision (Gomes et al. 2013). Support trees in vanilla agroforests often lack reproductive features, as they are removed during pruning. Therefore, we acknowledge that taxonomic uncertainties might underestimate the diversity of rare species in our support tree assessment.
Species origin and diversity
Using the Catalogue of the Plants of Madagascar by Tropicos (2021) and GlobalTreeSearch (2021), we categorized the support tree species based on their origin into endemic (existing naturally only in Madagascar), native (existing naturally in Madagascar but also in other places) or introduced (do not exist in Madagascar naturally). The categorization was possible for all trees identified to species level (882 from 1012 trees in the total sample). We further assessed the global conservation status of the species using the IUCN Red List (IUCN 2021) and The Red List of Trees of Madagascar (Beech et al. 2021). Diversity was calculated as species richness (species per plot) and Shannon index (Shannon 1949). We further calculated the Jaccard index as a complementary descriptor for similarities between forest-derived and fallow-derived vanilla agroforests (Jaccard 1902). Additionally, we calculated relative frequency and the importance index of support tree species (Aryal et al. 2019). We included all species and morphospecies (identification to genus level or vernacular names) into the diversity analysis.
Tree structure
We measured the diameter of each support tree in our sample at the height of 50 cm. If a tree had more than one trunk, we selected the thickest one. We also measured the height of the support trees. Additionally, we measured the crown diameter of the support trees along the cardinal directions (north–south, west–east) and calculated the mean of both crown measurements for each support tree.
Interviews
We conducted interviews to assess the share of planted support trees and to clarify what kind of secondary products support trees currently provide. For each vanilla agroforest, we interviewed the person directly involved in its management, resulting in 30 interviews, equalling one interview per agroforest. Within each interview, our questions addressed the planting management and use per support tree species. If several support tree individuals belonged to the same species, we grouped them within the respective agroforest. In this way, we obtained data on 92% of all support tree individuals in our sample. For 8% of support tree individuals (mainly of singletons), we could not match interview data. Answer categories in the interviews were provided for each question as well as a possibility to give a free answer (answer category “other”). We conducted every interview only after an explicit informed consent given by each interviewee verbally. All interview participants were free to skip questions and had the right to stop the interview any time.
Statistics
We checked all data for the normality of distribution with the Shapiro–Wilk test (Shapiro and Wilk 1965). We applied the unpaired t-tests (Welch 1947) to analyse the differences between forest-derived and fallow-derived vanilla agroforests in both the species richness per plot and Shannon index. We calculated the share of endemic, native and introduced species per plot and used the Mann–Whitney-U-Test (Mann and Whitney 1947) to test for significant differences between forest-derived and fallow-derived vanilla agroforests. We also applied the Mann–Whitney-U-Test to test for the differences in tree diameter, height and crown diameter. Additionally, we used the Mann–Whitney-U-Test to test for the difference of the share of planted support trees between forest- and fallow-derived vanilla agroforests. Statistically significant difference was assumed at p < 0.05. We performed the statistical analysis in R version 4.0.2 (R Core Team 2013) and calculated the Shannon index with the R packages “vegan” (Oksanen et al. 2019). We also used packages “plotrix” (Lemon 2006) and “VennDiagram” (Chen 2018) for visualization purposes. Furthermore, we used the interview data to calculate secondary use values per individual and per species.
Results
Species diversity and abundance
In total, we found 122 support trees species belonging to 84 genera and 38 families (Online Resource 2). The number of species supported by forest-derived vanilla agroforests (115 species) was higher than in fallow-derived vanilla agroforests (31 species; Fig. 4). The species richness per plot was significantly higher in the forest-derived vanilla agroforests (mean = 19.7, sd = 7.3) than in the fallow-derived vanilla agroforests (mean = 4.4, sd = 2.1), unpaired t-test, t = 6.54, df = 9.75, p < 0.001 (Table 1). The diversity of support trees indicated by the Shannon index was, again, significantly higher for forest-derived vanilla agroforests (mean = 2.6, sd = 0.65) than for fallow-derived vanilla agroforests (mean = 0.83, sd = 0.56), unpaired t-test, t = 7.32, df = 15.96, p < 0.001 (Table 1). The Jaccard index for all support tree species in forest-derived and fallow-derived agroforests was 0.24. The index was 0.5 for the native, non-endemic species. It was 0.15 for the endemic species and 1.4 for the introduced species (see also Fig. 4).
The three most abundant species comprising 53% of all sampled trees were Jatropha curcas, Clausena excavata and Pachira glabra. J. curcas dominated our sample also in terms of the relative frequency and the Importance index (Online Resource 2). In forest-derived vanilla agroforests, the most abundant 15% of species, i.e. 16 species, contributed 50% of all trees. Other 38% of species in our sample for forest-derived vanilla agroforests were represented by 2 – 4 individuals and 47% by only 1 individual each. The tendency of some species being highly abundant and many being rare was even more pronounced in the fallow-derived vanilla agroforests where just one species (Jatropha curcas) accounted for 52% of all support trees (Fig. 5).
Species origin and IUCN status
We found 45 out of 122 species to be native or endemic (12% of all species native, non-endemic and 25% of all species endemic; see also Fig. 4). Among them, 11 were endemic at genus level. We observed 12 introduced species which accounted for two-thirds of all sampled trees (Fig. 6). The summed share of native and endemic species among all found species was similar for the forest-derived and fallow-derived vanilla agroforests (37% and 35% of species, see also Fig. 4). Nevertheless, the situation differed when accounting for support trees abundances: 44% of all individuals in the forest-derived vanilla agroforests belonged to the native or endemic flora, whereas only 11% of the individuals were native or endemic in fallow-derived vanilla agroforests (Fig. 6).
Among all 50 species that we could identify to species level, 82% have been assessed in the IUCN Red List (IUCN 2021). Most of the species had the status “LC – Least Concern”. Intsia bijuga was listed as vulnerable, Dichaetanthera altissima as endangered. Both species formed 0.5% of the whole sample and were only encountered in the forest-derived vanilla agroforests.
Tree structure
The support trees were prevailingly small-statured with the median of the stem diameter 3.7 cm (IQR = 2.5 cm), the median of the height 2.4 m (IQR = 1.3 m) and the median of the crown diameter 0.9 m (IQR = 0.7 m) (Online Resource 1). No significant differences were found for the structure of support trees in forest-derived and fallow-derived vanilla agroforests (Table 2).
Planted support trees
According to our farmer interviews, 21% of all support trees in forest-derived vanilla agroforests were planted (median = 0%, IQR = 33%, nplots = 10). In contrast, 71% of all support trees in fallow-derived vanilla agroforests were planted (median = 83%, IQR = 27%, nplots = 20). A Mann–Whitney-U-Test indicated a significant difference between both groups (U = 30, p = 0.002). The support trees species whose individuals were mostly planted were Jatropha curcas (97%, of all individuals planted), Pachira glabra, Gliricidia sepium and Morus alba (each with 100% individuals planted). Thus, planted trees were mostly introduced species.
Secondary use of support trees
Secondary use could be confirmed for 32% of all support trees in our sample. Most common secondary uses of support trees included personal use as medicine (12% of all individuals) and edible fruits for personal consumption or selling (6% of all individuals). Among the introduced species, the most used ones were Coffea canephora (81% of individuals for personal consumption as food; 54% for selling food; and 12% each for medicine and firewood), Jatropha curcas (20% of individuals used for medicine) and Morus alba (92% of all individuals used for medicine). Among native species, the most used one was Parinari curatellifolia (18% of individuals used for food and 18% for medicine). Another relatively frequently used native species was Sorindeia madagascariensis (28% of individuals used for personal food consumption).
Discussion
In vanilla agroforests of north-eastern Madagascar, we found 122 species of support trees used for carrying vanilla plants. Land-use history strongly influenced the species richness with higher diversity in forest- than in fallow-derived vanilla agroforests. Species abundance was highly uneven with few dominant and many rare species, especially in fallow-derived vanilla agroforests. Endemic species dominated the group of native species (30 of 45 native species). Together, native and endemic species comprised 44% of the support trees in forest- and 11% in fallow-derived vanilla agroforests. The most abundant support tree species was Jatropha curcas, an introduced species.
Species richness of support trees compared with shade trees
The total of 122 support tree species is lower than 229 species of shade trees encountered on the same plots (all sampled shade trees > 8 cm dbh; Osen et al. 2021). While most support tree species identified to the species level were also found among shade trees, 18% (i.e. 9 of 50) were not. Four of these (Hibiscus tiliaceus, Manihot esculenta, Psiadia altissima and Tambourissa thouvenotii) are shrubs or small trees and thus less likely to be accounted for in shade tree surveys. However, except M. esculenta, these species are native to Madagascar and two of them (P. altissima and T. thouvenotii) belong to the endemic Malagasy flora. Overall, six of the support tree species without shade trees analogous have the status of endemics. We found seven of the support species without shade trees analogous exceptionally in the forest-derived vanilla agroforests and two other species (H. tiliaceus and P. altissima) only in the fallow-derived vanilla agroforests. The difference between support and shade tree species indicates that support trees enrich the overall native and endemic plant diversity in vanilla agroforests of the region.
Land-use history determines support tree diversity
Our data suggest that land use history strongly influences species richness of support trees in vanilla agroforests of north-eastern Madagascar. Forest-derived vanilla agroforests show a higher species richness (with a mean of 19.7 species per plot) than fallow-derived vanilla agroforests (with a mean of 4.4 species per plot). This corresponds to a similar trend in tree species diversity among shade trees (Osen et al. 2021). This is also in line with the analyses by Martin et al. (2020) emphasizing the importance of land-use history for biodiversity and ecosystem services in agroforestry systems. Overall, with 122 species of support trees and 229 species among shade trees (Osen et al. 2021), the vanilla agroforests in north-eastern Madagascar contribute to maintaining the unique tree diversity of the island.
Support tree management results in strong unevenness in species abundances
Our findings revealed a strong unevenness in the abundance of support tree species (Fig. 5): few species were highly abundant, and many species were rare. In fallow-derived vanilla agroforests, just one species (Jatropha curcas) accounted for 52% of all trees. J. curcas and other introduced species abundant in the fallow-derived vanilla agroforests like Gliricidia sepium, Pachira glabra and Morus alba were mostly planted. Planting G. sepium and J. curcas, farmers in north-eastern Madagascar possibly follow guidelines of a former extension and training project that recommended to use these species (J.-J. Tsialefitra, personal communication, 12.12.2016). Planting these introduced species may be motivated by their easy propagation by cuttings as well as nitrogen fixing abilities (World Agroforestry Centre 2009). J. curcas and G. sepium, both being native for Mesoamerica and Mexico, are known for these characteristics and used as support structures for vanilla in Africa, Asia and Oceania (Hernandez and Lubinsky 2011; Komarek 2010; Minh et al. 2015; Van der Grijp 1997). G. sepium is also used as support structure for other crops as black pepper and yam in West Africa and India (World Agroforestry Centre 2009). Introduced trees can contribute to people’s livelihood (Gérard et al. 2015; Kull et al. 2013), and the introduced J. curcas and M. alba were used for medicinal purposes in our study region. However, G. sepium and P. glabra, the two other frequently planted introduced species, had no such use. On the other hand, some native species like Parinari curatellifolia and Sorindeia madagascariensis were used for food and medicine at rates comparable with that of J. curcas.
Promoting native and endemic support trees to foster ecosystem service provisioning
In total, in our sampled vanilla agroforests, introduced species hold a low share of species (11%) but a relatively high share of all individuals (65%). One of them, J. curcas, was classified as invasive by Kull et al. (2012). However, our impression is that this consideration would need further assessment in the mosaic landscape of north-eastern Madagascar. Furthermore, our data suggest that also many native or endemic species can be used as support tree species as particularly found in forest-derived vanilla agroforests. Also, in cardamom (Aframomum angstifolium) and long pepper (Piper capense) agroforestry in south-western Ethiopia farmers use native tree species (Furo et al. 2020). There, farmers take advantage from the knowledge of traits that make a species a suitable shade or support tree (Furo et al. 2020). At least 45 support tree species encountered in our sample were native to Madagascar of which 30 were endemic including 11 being endemic at genus level. This might be a potential for vanilla farming that favours native and endemic tree diversity. Promoting native and endemic support tree species can contribute to maintaining other native and endemic taxa as far as small-statured trees can also provide habitat and food for associated fauna in human-modified landscapes, especially if such trees are present in large quantities (Le Roux et al. 2015). Being a part of the understory, they could also help to support high predation rates as described by Schwab et al. (2021).
Conclusion
Overall, we conclude that vanilla agroforests in north-eastern Madagascar are rich in tree species, including the support trees. Native and endemic tree species are being used for carrying the vanilla plants with particularly many native and endemic species observed in forest-derived vanilla agroforests. The relatively high number of native and endemic species in forest-derived vanilla agroforests as well as a high share of support tree individuals belonging to these species groups, imply a considerable conservation value of forest-derived vanilla agroforests. On the other hand, since fallow-derived vanilla agroforests can play an important role in restoration and rehabilitation but are today largely dominated by introduced species among support trees, we suggest a stronger consideration of native or even endemic tree species also in the establishment of new vanilla agroforests.
Availability of data and material
The raw data of the study are available at the Open Science Framework: https://doi.org/10.17605/OSF.IO/742JW.
Change history
02 June 2022
In the PDF version of the original publication, Availability of data and material section needs to be updated and this has been updated now.
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Acknowledgements
We are thankful to agroforest owners, chef de fokontany (village authorities) and the village communities for receiving us and providing us access to their vanilla agroforests. Special thanks to the local tree specialist Jean Chrysostome Bevao from Madagascar National Parcs (MNP) and the tree expert Patrice Antilahimena from Missouri Botanical Garden Antananarivo, for supporting us with the tree species identification. We collected data under the research permit N°18/18/MEEF/SG/DGF/DSAP/SCB.Re granted by the Ministry for Water, Ecology and Forest (MEEF), Antananarivo, Madagascar. We thank MNP and MEEF for the collaboration. Our work was financially supported by the ‘Niedersächsisches Vorab’ of ‘Volkswagen Foundation’ as part of the research project ‘Diversity Turn in Land Use Science’ (Grant number 11-76251-99-35/13 (ZN3119)). MRS was supported by the German Academic Exchange Service (DAAD) within the ‘Partnerships for Supporting Biodiversity in Developing Countries’ initiative (Project Nr. 57449386).
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Open Access funding enabled and organized by Projekt DEAL. Our work was financially supported by the ‘Niedersächsisches Vorab’ of ‘Volkswagen Foundation’ as part of the research project ‘Diversity Turn in Land Use Science’ (Grant number 11–76251-99–35/13 (ZN3119)). MRS was supported by the German Academic Exchange Service (DAAD) within the ‘Partnerships for Supporting Biodiversity in Developing Countries’ initiative (Project Nr. 57449386).
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JO, KO, AW, DAM, MRS and DH conceived the ideas and designed methodology; JO and TR collected the data; JO processed and analysed the data; YK, JO & DH led the writing of the manuscript. All authors contributed to the manuscript and gave final approval for publication.
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The owners of the studied agroforests provided us access to their land. They were free to deny the access and/or stop the process of sampling. Also, an interview with agroforest owners was a part of our study. Before the interview, interviewees gave their participation agreement verbally. They were free to refuse or withdraw their answers. They also were aware that it was possible to stop the interview any time.
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Osewold, J., Korol, Y., Osen, K. et al. Support trees in vanilla agroforests of Madagascar: diversity, composition and origin. Agroforest Syst 96, 717–730 (2022). https://doi.org/10.1007/s10457-022-00733-y
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DOI: https://doi.org/10.1007/s10457-022-00733-y