Exploring the Potential of Neglected Local Endemic Plants of Three Mediterranean Regions in the Ornamental Sector: Value Chain Feasibility and Readiness Timescale for Their Sustainable Exploitation
Abstract
:1. Introduction
- (1)
- What is the potential of local endemic NUPs of Crete, Mediterranean coast-Rif of Morocco and Tunisia in the ornamental-horticultural sector, and how this potential can be documented?
- (2)
- What are the main challenges associated with the sustainable exploitation of the focal NUPs, and for which of them there is enough experience to achieve it?
- (3)
- What are the prospects of these unique plants in the ornamental-horticultural sector in terms of value chain creation? What opportunities or main barriers exist?
- (4)
- Which local endemic NUPs can be exploited sustainably at local scales in short-term, medium-term and long-term?
2. Materials and Methods
2.1. Single Country Endemic Plants of the Targeted Regions
2.2. Development of Methodological Scheme
- i.
- Selection of individual attributes: After preliminary surveys, every researcher proposed potential attributes for the evaluation of the taxa in the ornamental-horticultural sector. After detailed presentation and analysis of each attribute during the workshops, the co-creation procedure facilitated in-depth examination of the potential advantages and disadvantages related to scoring of each attribute. Finally, the experts voted separately for each attribute to be adopted (co-decision). This procedure defined the final set of attributes (n = 32, Table 1) to be used for the evaluation of the targeted single-country endemic taxa (n = 399).
- ii.
- Definition of attributes types: Among the 32 selected attributes (Table 1), 20 were assessed by the experts as sector-specific, reflecting explicit interest concerning the potential of the target taxa in the ornamental/horticultural sector. In total, 12 attributes (Table 1) were employed as prerequisites of common interest across various economic sectors (e.g., agro-alimentary, medicinal, cosmetics etc.) facilitating the sustainable exploitation of the target-taxa. These were either related to taxon’s special features, i.e., rarity, protection status and endemism, or related to the taxon’s achieved or foreseen propagation and cultivation success.
- iii.
- Selection of data sources: One to four types of data sources per attribute were prioritised for the evaluation, i.e., literature survey, best expert judgment, survey over internet sources, and examination of available photographic material (Table I in S1). In three cases of attributes (height, compactness of form, blooming period) all four types of sources were used for the evaluation of taxa, while in eight cases of attributes three of them were consulted to score each taxon. In total, 15 attributes were based on a single data source, while in six cases of attributes, two of the data sources were used. Two different data sources were on average used per attribute; the most common data source used was literature survey; the commonest combination of data sources was best expert judgment and survey on the Internet. The team of experts in each country reviewed and prepared in advance all the selected data sources per attribute. This facilitated at later stages the end-users during the evaluation of the local endemic taxa of the targeted regions (see vi below).
- iv.
- Scaling of the selected attributes: Through co-creation to reach consensus, the scaling for each attribute was defined (two-fold to seven-fold), and the relevant scoring was based on the basic possible clusters of information that could be outlined per attribute. The selection of scaling for each attribute considered the quality and quantity of extant information for every taxon and the concomitant possible characterisations that could be designated for each score value. Therefore, three of the attributes were binary with only two possible scores (yes/no); four attributes allowed a three-grade scale (3 possible scores); eight attributes were four-grade scale; eight attributes allowed five (5) possible scores; and nine attributes were seven-grade scale (Table 1).
- v.
- Directionality of attribute scaling and scoring values: The directionality of the scaling in each attribute and the relevant score values were designated through co-creation procedures favouring the most desired, strong or interesting characteristics, metrics and/or estimations per attribute. Individual scores and distance between different scores were established to represent the relative escalation of interest regarding the specific plant characteristics according to best expert judgment. In this way, lower attribute score was always assigned to cases of taxa with absence of data, weak or undesired characteristics, metrics and/or estimations. On the other hand, comparatively higher score was assigned to cases of taxa with desired characteristics, metrics and/or estimations or extant data and strong interest (Table 1; see also examples on scoring of taxa in S1).
- vi.
- Validation by end-users and data consistency: The pilot application and validation of the above-described methodology for the evaluation of the local endemic taxa was performed in each country by three end-users with academic education (Bachelor and Master of Science) who were assisted upon request by the project’s experts. These end-users were recruited from the local academic environments in each country in order to apply the developed methodology; they consulted the relevant information per attribute provided to them by the coordinators; they followed the guidelines given to them, and they scored independently the target-taxa of the three regions. The scoring procedure was completed in repetitive detached sessions, considering only one or few related attributes at a time. In this way, all attributes were progressively scored regarding the focal taxa of all three target regions. Upon scoring completion per country, the datasets created were checked in terms of consistency and misspellings or errors were revised by the project’s experts.
- vii.
- Suitability formulas related to special potential in ornamental-horticultural subsectors: In order to estimate the special suitability of each target taxon as pot/patio plant or for home gardening, landscaping and xeroscaping applications, every sector-specific attribute (L1, Table 1) was examined regarding its special relevance to these subsectors of the ornamental-horticultural industry. In total, four attributes were excluded as of general interest (non-specific to subsectors), i.e., existing prices in e-trade, possibility for breeding, attraction for botanical holidays, collections in the wild. For the rest of the attributes, a relative weight was assigned to each one according to best experts’ judgment, thus indicating either stronger (0.75 or 0.60) or weaker (0.25 or 0.40) special subsector interest. Therefore, the following distinct formulas were calculated for all the target-taxa, accordingly, including different number of attributes (see below, in parenthesis):
- (a)
- Suitability as pot/patio plant (9 attributes) = 0.75 * (A + B + C + D) + 0.25 * (E + F + G + H + I), where A is the score for impressive flowers; B, the score for blooming period; C, the score for plant symmetry; D, the score for leaf colour; E, the score for attractiveness of leaf shape; F, the score for height; G, the score for compactness of form; H, the score for seasonal phenotypic changes; I, the score for existing prices in the electronic trade.
- (b)
- Suitability for home gardening (13 attributes) = 0.60 * (A + B + C + D + F + G + H + I) + 0.40 * (J + K + L + M), where A is the score for blooming period; B, the score for compactness of form; C, the score for plant symmetry; D, the score for seasonal phenotypic changes; E, the score for attractiveness of leaf shape; F, is the score of shade preference−1; G, the score for frost hardiness; H, is the score for altitudinal range; I, the score for environmental tolerance; J, the score for impressive flowers; K, the score for leaf colour; L, the score for height; M, is the score for existing prices in the electronic trade.
- (c)
- Suitability for landscaping (13 attributes) = 0.75 * (A + B + C + D + E + F + G + H) + 0.25 * (I + J + K + L), where A is the score for blooming period; B, the score for compactness of form; C, the score for plant symmetry; D, the score for height; E, the score for seasonal phenotypic changes; F, the score for frost hardiness; G, the score for altitudinal range; G, the score for environmental tolerance; H, the score for water demand; I, the score for impressive flowers; J, the score for attractiveness of leaf shape; K, the score for leaf colour; L, the score for existing prices in the electronic trade.
- (d)
- Suitability for xeroscaping (12 attributes) = 0.75 * (A + B + C + D + F) + 0.25 * (G + H + I + J + K + L), where A is the score for water demand; B, the score for frost hardiness; C, the score for altitudinal range; D, the score for environmental tolerance; E, the score for compactness of form; F, the score of height−1; G, the score for impressive flowers; H, the score for blooming period; I, the score for seasonal phenotypic changes; J, the score for attractiveness of leaf shape; K, the score for leaf colour; L, the score for existing prices in the electronic trade.
2.3. Multifaceted Evaluation Procedure and Data Elaboration
Level I
Level II
Level III
2.4. Statistical-Numerical Analysis
3. Results
3.1. Correlations of Level I and Level II Attributes from Ornamental-Horticultural Viewpoint
3.2. Cluster Analyses of Level I Attributes and of Focal Taxa
- (i)
- In the case of the Cretan endemic plants (Figure 4a), three clearly differentiated clusters of attributes were differentiated: Cluster A with most of the attributes related to plant habit (frost hardiness, altitudinal range, blooming period, environmental tolerance, compactness of form, plant symmetry) and two groups with attributes related to perceived value from human viewpoint, i.e., cluster B (collections in the wild, electronic trade over the internet and promotion for botanical holidays, eligibility as foliage plant, impressive flowers, seasonal phenotypic changes, attractiveness of leaf shape, shining of leaf texture) and cluster C (shade tolerance, estimation of salt tolerance, leaf colour, height, eligibility for cut flower, possibility for breeding).
- (ii)
- In the case of Moroccan (Mediterranean coast-Rif) endemic plants (Figure 4b), three basic clusters were differentiated: Cluster A with some plant habit-related attributes (plant symmetry, environmental tolerance, blooming period) grouped together with some others related to perceived value from human viewpoint (height, eligibility for cut flower, estimation of salt tolerance, impressive flowers, shining of leaf texture), cluster B with the rest of the plant habit-related attributes (compactness of form, altitudinal range, frost hardiness) and cluster C with five attributes which are related to perceived value from human viewpoint (n = 5).
- (iii)
- In the case of Tunisian endemic plants, four basic clusters were discerned (Figure 4c), with cluster A including four attributes related to perceived value from human viewpoint (height, possibility for breeding, estimation of salt tolerance and shade tolerance) and clusters B, C and D with attributes of both types.
3.3. Focal Plants’ General and Special Ornamental-Horticultural Interest
3.3.1. Local endemic plants of Crete
3.3.2. Local Endemic Plants of the Mediterranean Coast-Rif of Morocco
3.3.3. Local Endemic Plants of Tunisia
3.4. Sustainable Exploitation Feasibility
3.5. SWOT and Gap Analyses
3.6. Readiness Timescale for Sustainable Exploitation of the Focal Plants
4. Discussion
4.1. Evaluation of Neglected and Underutilized Plants from Ornamental-Horticultural Viewpoint
4.2. Special Features of the New Methodological Scheme Developed
- The participation of scientists of different expertise and end-users in the process of developing the new methodological scheme (co-creative approach, multidisciplinary and participatory procedures, consensus on evaluation parameters and rules);
- The high number of individual attributes evaluated with point scoring in Levels I and II, and their connection to Level III;
- The number of different data sources used to evaluate each taxon per selected attribute (literature, internet survey, photo interpretation, best-expert-judgement);
- The data-adaptive scaling used in each attribute (two to seven possible scores);
- The escalation of interest in the score values of each attribute (higher scores for cases with many data or strong interest or highly desirable features/measurements/estimates, and lower scores in opposite cases);
- The three clearly defined levels of evaluation, i.e., evaluation of potential (Level I), sustainable exploitation feasibility (Level II), and readiness timescale (Level III) with conditions to be met;
- The discrimination of general (overall) potential and special potential in different subsectors of the ornamental-horticultural industry, i.e., suitability for pot plant, home gardening, landscaping and xeroscaping;
- The use of special formulas with weighted scoring to calculate subsector-specific interest;
- Potential of robust selection of taxa considering market needs and provision of all necessary features for improvement in demand based on the resulting score of every taxon per evaluation level (percentage of the possible maximum score);
- The possibility of aggregating scores in ranking classes per level of evaluation and of generating hierarchical classification of taxa per level of evaluation, thus allowing comparisons.
4.3. General and Special Ornamental-Horticultural Potential of Local Endemic NUPs
4.4. Local Endemic NUPs: Sustainable Exploitation Feasibility and Readiness Timescale
5. Conclusions
Supplementary Materials
Author Contributions
Funding
Institutional Review Board Statement
Data Availability Statement
Acknowledgments
Conflicts of Interest
References
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Level and Attribute Name | Short Description | SCORE 0 | SCORE 1 | SCORE 2 | SCORE 3 | SCORE 4 | SCORE 5 | SCORE 6 | Choices |
---|---|---|---|---|---|---|---|---|---|
L-I Height | Maximum stem height | 1–10 cm | 11–20 cm | 21–30 cm | 31–40 cm | 41–50 cm | 51–60 cm | >61 cm | 0 to 6 |
L-I Compactness of form | Plant form in respect to cushion–forming habit | Very loose | Loose | – | Moderate | – | Dense | Very dense | 0, 1, 3, 5 or 6 |
L-I Blooming Period | Duration of flowering | No data | 1–2 weeks | 2–4 weeks | 1–2 months | 2–4 months | 4–6 months | >6 months | 0 to 6 |
L-I Altitudinal range | Altitudinal classes (min to max) | 0–100 m | >100–500 m | – | 500–1000 m | – | >1000–1500 m | >2000 m | 0, 1, 4, 5 or 6 |
L-I Environmental Tolerance | Different habitat types | No data | – | – | 1 | 2 | 3 | 4 or more | 0, 2, 3, 4, 5 or 6 |
L-I Seasonal Phenotypic Changes | Seasonal colouring or variation in flowers and/or leaves | No data/No change | – | Possibly | – | – | – | YES | 0, 2 or 6 |
L-I Existing Prices in e–trade | Trade documentation | No data | – | – | Possible | – | – | YES | 0, 3 or 6 |
L-I Possibility for Breeding | Useful for congeners | NO | – | – | – | – | – | YES | 0 or 6 |
L-I Eligibility as Foliage Plant | Attractive leaves | No data/No opinion | Uncertain/Ambiguous | – | – | Suspected | Possible | YES | 0, 1, 4, 5 or 6 |
L-I Attraction for Botanical Holidays | Trade documentation | NO | – | – | – | – | – | YES | 0 or 6 |
L-I Wild Collections | Pressure on wild populations | No data | Uncertain/Ambiguous | – | – | Suspected | Reported | Documented | 0, 1, 3, 5 or 6 |
L-I Impressive Flowers | Attractive and uncommon flowers and/or inflorescences | Not impressive | – | – | Rather impressive | – | – | Very impressive | 0, 3 or 6 |
L-I Eligibility for Cut Flower | Flowering stem length | <10 cm | 11–20 cm | 21–30 cm | 31–40 cm | 41–50 cm | 51–60 cm | >60 cm | 0, 1, 3, 5 or 6 |
L-I Shining of Leaf Texture | Glossy effect of leaf texture | Not shiny at all | – | – | Rather shiny | – | – | Very shiny | 0, 3 or 6 |
L-I Attractiveness of Leaf Shape | Attractiveness and uncommonness of perceived leaf shape | Plain and not attractive | Unusual and strange | – | Common & not very attractive | – | – | Distinct & very attractive | 0, 1, 3 or 6 |
L-I Plant Symmetry | Perceived plant habit in terms of symmetrical growth (mirror–like symmetry) | Very asymmetrical | – | Asymmetrical | – | Almost symmetrical | – | Very symmetrical | 0, 1, 3 or 6 |
L-I Leaf Colour | Vividness of leaf colour (commercially appreciated) | No leaves (cactus or parasitic) | Not uniform and/or pale green | – | Uniform, flat green | Uniform, glaucous | – | Uniform, dark green or other | 0, 1, 3 or 6 |
L-I Shade Preference | Estimation according to habitats, promoting light preference (basic habitat categories) | No data | High (forest) | – | Intermediate (bushy, shrub) | – | – | Low (open, shiny) | 0, 1, 3 or 6 |
L-I Salt Tolerance Estimation | Proximity of wild habitat to coastal areas | >10 km | >1–10 km | – | Up to 1000 m | – | 101–500 m | 0–100 m | 0, 1, 3, 5 or 6 |
L-I Shade Preference | Estimated shade tolerance (basic habitat categories, promoting light preference) | No data | High (forest) | – | Intermediate (bushy, shrub) | – | – | Low (open, shiny) | 0, 1, 3 or 6 |
L-I Frost Hardiness | Hardiness estimation based on plants’ altitudinal preferences (natural altitudinal range) | No data | Not hardy (0–300 m) | – | Rather hardy (>300–850 m) | – | – | Hardy (>850 m) | 0, 1, 3 or 6 |
L-II Existing Cultivations | Extant documentation | No | – | – | – | – | – | Yes | 0 or 6 |
L-II Threat Category | Extinction risk status based on IUCN criteria | Not evaluated | Data deficient | Declining/Rare | Near Threatened | Vulnerable | Endangered | Critically endangered | 0 to 6 |
L-II Protection Status | Sum of legal instruments in which the taxon is included | Not included | – | – | – | Included in 1 | Included in 2 | Included in >3 | 0, 4, 5 or 6 |
L-II Ex situ Conservation | Taxon’s ex situ conservation effectiveness (accessibility and availability of plant material) | No | Low | Very low | Ineffective | Inter–mediate | Almost effective | Very effective | 0 to 6 |
L-II Distribution | Occurrence in number of national phytogeographic regions (range within the country) | 7 or more regions | 6 | 5 | 4 | 3 | 2 | 1 | 0 to 6 |
L-II Commercial Products | Sum of commercial products marketed (after species-specific internet survey) | No data | 1 | 2 | 3 | 4 | 5 | >6 | 0 to 6 |
L-II Known Propagation | Species-specific propagation methods and/or techniques | No data | – | – | Under investigation | Possible | Guidelines | Protocols | 0, 3, 5 or 6 |
L-II Vegetative Propagation Success | Classes for vegetative propagation success according to literature or known studies in process | No data | 1–15% | 16–30% | 31–45% | 45–60% | 61–75% | >75% | 0 to 6 |
L-II Seed Germination Success | Classes for seed germination success according to literature or known studies in process | No data | 1–15% | 15–30% | 31–45% | 45–60% | 61–75% | >75% | 0 to 6 |
L-II Cultivation Needs | Documentation of taxon’s needs in man-made environments | No data | – | – | Under investigation | Experiential | – | Guidelines | 0, 3, 5 or 6 |
L-II Existing Cultivation Protocols | Guidelines, experience, studies in progress or pilot cultivations (<5 years), ex situ cultivation | No data | Failure | Ex situ maintenance | Pilot cultivation | Preliminary | Basic | Full | 0 to 6 |
L-II Water Demand | Basic water needs of wild–growing populations, promoting low demands (basic habitat types) | No Data | High (mesic, humid, forest) | – | Intermediate | – | – | Low (xeric, arid, rocky) | 0, 1, 3 or 6 |
Readiness Timescale | Sustainable Exploitation Feasibility Ranking Class (score) | Up-Scaling to address Commercial Demand | Availability of Propagation Material | Possibility to overcome Legal Restrictions on ABS (in Relation to Interest) | Overview of extant Research (Research Gaps) | Estimated Attraction of New Producers -Retailers | Estimated Difficulty for Value Chain Creation | Estimated Exploitation of Distribution Channels |
---|---|---|---|---|---|---|---|---|
Already Achieved | Highest (>70%) | Upon request | Available | No restriction (strong) | Advanced (no) | Extant | Extant | Extant |
Achievable in Short-Term | Above-average to high (>55–70%) | Easy | Potentially easy | Feasible (increased) | Adequate (hardly any) | Easy | Need for enhancement | Easy |
Achievable in Medium-Term | Average (>50–55%) | Possible | Probable | Rather feasible (extant) | Not sufficient (few) | Possible | Reachable | Possible |
Achievable in Long-Term | Lower to average (>35–50%) | Currently limited | Currently limited | Rather difficult (low) | Limited (several) | Difficult | Difficult to create | Limited |
Indeterminable | Very low to lowest (<35%) | Uncertain | Very limited | Very difficult (very limited) | Very limited (many) | Very difficult | Very difficult to create | Very limited |
Designated Readiness Timescale | Number of Cretan Endemic taxa (Percentage %; n = 223) | Number of Moroccan Endemic Taxa of the Rif-Mediterranean Coast (Percentage %; n = 94) | Number of Tunisian endemic Taxa (Percentage %; n = 82) |
Already Achieved | 1 (0.44) | 0 (0) | 0 (0) |
Achievable in Short-Term | 18 (8.01) | 0 (0) | 0 (0) |
Achievable in Medium-Term | 23 (10.31) | 0 (0) | 0 (0) |
Achievable in Long-Term | 78 (34.97) | 7 (7.44) | 1 (1.22) |
Indeterminable | 103 (46.19) | 87 (92.55) | 81 (98.78) |
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Krigas, N.; Tsoktouridis, G.; Anestis, I.; Khabbach, A.; Libiad, M.; Megdiche-Ksouri, W.; Ghrabi-Gammar, Z.; Lamchouri, F.; Tsiripidis, I.; Tsiafouli, M.A.; et al. Exploring the Potential of Neglected Local Endemic Plants of Three Mediterranean Regions in the Ornamental Sector: Value Chain Feasibility and Readiness Timescale for Their Sustainable Exploitation. Sustainability 2021, 13, 2539. https://doi.org/10.3390/su13052539
Krigas N, Tsoktouridis G, Anestis I, Khabbach A, Libiad M, Megdiche-Ksouri W, Ghrabi-Gammar Z, Lamchouri F, Tsiripidis I, Tsiafouli MA, et al. Exploring the Potential of Neglected Local Endemic Plants of Three Mediterranean Regions in the Ornamental Sector: Value Chain Feasibility and Readiness Timescale for Their Sustainable Exploitation. Sustainability. 2021; 13(5):2539. https://doi.org/10.3390/su13052539
Chicago/Turabian StyleKrigas, Nikos, Georgios Tsoktouridis, Ioannis Anestis, Abdelmajid Khabbach, Mohamed Libiad, Wided Megdiche-Ksouri, Zeineb Ghrabi-Gammar, Fatima Lamchouri, Ioannis Tsiripidis, Maria A. Tsiafouli, and et al. 2021. "Exploring the Potential of Neglected Local Endemic Plants of Three Mediterranean Regions in the Ornamental Sector: Value Chain Feasibility and Readiness Timescale for Their Sustainable Exploitation" Sustainability 13, no. 5: 2539. https://doi.org/10.3390/su13052539