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Ornamental Horticulture Monthly Newsletter
Volume 2 No. 6, October 1999

Over-wintering Herbaceous Perennials

Robert Berghage and Jim Sellmer

The decision making process for over-wintering container nursery stock begins by matching plants to the proper over-wintering system and cultural practices to assure survival and rapid spring growth. Whether we are talking about woody or herbaceous landscape plants the ultimate reason for providing winter protection for container stock is to protect the root system from cold temperature and drastic temperature fluctuations. Common cultural practices involved in over-wintering container nursery stock include fertility before and during over-wintering, irrigation, pest control, foliage removal, and the timing of covering and uncovering.

Fertilization
The widely held belief that late-season fertilizer applications decrease plant cold hardiness has not been supported by research (Pellett and Carter, 1981). The general rule of thumb is that healthy plants that are not excessively vigorous are better able to withstand winter freezes and thus fertilizer applications should provide enough nutrients to sustain only normal growth and development. Vegetative growth slows in late summer-early fall which marks the time to gradually reduce the rate of nitrogen applied to approximately half of the rate applied during the growing season (Beattie, 1986). Late August to late September is the window for completion of reduced N fertilization for Hardiness zones 5 &6 and 7 & 8 respectively. Seasonal change in temperatures also affects the choice of N fertilizers for use in container nursery stock. Nitrate nitrogen forms of fertilizer are more available when the medium is cool to cold. While the soil remains warm, the roots of perennials continue growing and under this condition, the nitrate form of fertilizer can benefit root development.

Irrigation
Two issues come into play with moisture management in over-wintering. Research shows that water stress prior to over-wintering can enhance cold hardiness of many plants during the hardening off process (Levitt, 1980). However, irrigating to field capacity prior to storage provides an essential source of moisture along with a sufficient moisture or humidity level within the storage structure during the winter to prevent freeze drying of the plants and soil. The necessity and ability to mist or irrigate during the winter is dependent on the over-wintering system employed.

Pest Control
Pest control includes rodents, disease, and weed management. Rodents can be a significant source of damage to both open and closed winter storage systems. Rodent damage varies from girdled roots and stems to crown damage to complete consumption of the plant. Rodents can be controlled by use of baits, traps, and predators such as cats.
Winter annuals and perennial weeds are a particular problem within in closed over-wintering structures (Beattie, 1986). Few herbicides are labeled for use in closed structures. For this reason, a progressive program of preparing the over-wintering structure with nonselective herbicides like Roundup combined with a preemergence herbicide product 2-6 weeks prior to closing the structure will help in controlling weeds and reducing weed contamination of containers next spring. During preparation for winter storage the containers should be weeded and treated with a preemergence herbicide at least 2-6 weeks prior to storage. The timing and preemergence rates are dependent on products chosen and all labels and precautions should be followed. To assure good weed control a similar weeding and preemergence treatment process using a different herbicide should be applied to the containers after they are uncovered in the spring (Kuhns, 1997). The Penn State Extension publication "Controlling Landscape and Nursery Weeds provides a listing and description of appropriate herbicide products and is available from your county cooperative extension office.
Fungi thrive in warm, moist conditions that are common in the autumn, late winter, and early spring when plants are under thermal blankets and plastic coverings. Foliage removal prior to storage, fungicide treatments, and ventilation during warm periods can reduce the prevalence of fungal diseases. Remember to read and follow all pesticide labels and precautions before applying any pesticide.

Over-wintering Systems
In any over-wintering system, a series of microenvironment changes occur that impact the plants being over-wintered. Your choice of systems creates a specific set of management requirements. Choosing a system that relies on a cover provides the greatest protection against cold temperatures and extreme temperature fluctuations. It also results in heat buildup during transition periods and unexpected warm-ups. To avoid this, the recommendation is to cover plants at the latest possible moment in the fall after hard frosts have triggered leaf drop but before prolonged freezing has begun. Covering too early can delay hardening off of plants, result in overheating, and premature growth of tender new shoots. Conversely, the timing of uncovering is just as important. Remove coverings prior to overheating, excessive bud swell, and after subfreezing temperatures have passed. Timing, instinct, and flexibility in the over-wintering structure that you use are important in successfully managing over-wintering plants.

Characteristics to consider in choosing an over-wintering system include:

  • Does your system provide adequate protection to plant roots?
  • Does it reduce moisture loss thus avoids tissue burn?
  • Is it easily handled and managed?
  • Is it economical?
  • Can it be adapted to the growth habit of the plant?

    In most nursery and garden center situations, more than one system is employed to meet the above needs. Generally, the systems used in Pennsylvania include the use of coverings within a structure such as a polyhouse, or in conjunction with a structureless system. The best coverings include a white reflective plastic, foam, or cloth to reduce the build up of heat in the system due to the sun. Single layer films are the most common covering, such as a 4 mil white copolymer (white poly). Within structures, a clear polyethylene or a white copolymer may be used alone or in combination with other insulating materials. These materials may be suspended slightly above the plants or placed directly over the plants.

    Over-wintering systems commonly used by the industry are listed below:

    Structureless systems - no frame structure used
  • Plants consolidated with no added covering or wrapping
  • Plants consolidated and surrounded with one layer of kraft paper
  • Plants consolidated and surrounded with bales of straw
  • Plants consolidated and covered with one layer of white polyethylene film
  • Plants consolidated and covered with a thermal blanket (microfoam; polyethylene bonded to microfoam)
  • Plants consolidated and covered with a thermal blanket and polyethylene


    Polyhuts - low, white polyethylene-covered structure (4 ft high)
  • Plants consolidated inside polyhut with no added covering
  • Plants covered with one layer of white polyethylene
  • Plants covered with a thermal blanket
  • Plants consolidated and covered with a thermal blanket and polyethylene


    Polyhouses - taller and wider polyethylene-covered structure (7 ft high)
  • Plants consolidated inside polyhouse with no added cover
  • Plants covered with one layer of white polyethylene
  • Plants covered with a thermal blanket
  • Plants covered with a thermal blanket and a single layer of white poly


    Polyhouses with inflated double polyethylene cover
  • Plants consolidated inside polyhouse with no added cover
  • Plants covered with one layer of white polyethylene
  • Plants covered with a thermal blanket
  • Plants covered with a thermal blanket and one layer of polyethylene
  • Plants not covered, but polyhouse is heated

    Research on over-wintering systems and techniques continues to provide additional options and methods for growers to try and adopt (Iles et al 1993, Perry 1990, Still et al 1989). However, developing new techniques for over-wintering container landscape plants may not be effective if we do not know what growers, landscapers, and garden centers are using to shelter their plants from winter injury. Jeff Iles of Iowa State recently reported on a survey study of the US and Canada to identify and gauge the effectiveness of winter protection systems in zones 3-8 (Iles, 1999). The following table presents the results from both a nationwide survey regarding zones 4-7 that best represent the zones of PA and a local survey conducted in western PA during a conference on production of herbaceous perennials.


    The following table presents the results from both a nationwide survey regarding zones 4-7 that best represent the zones of PA and a local survey conducted in western PA during a conference on production of herbaceous perennials.

    Nationwide

    Western PA

    General Information

    Response rate 46% 293 Firms
    38 states & 6 provinces
    26% 34 responses
    Firm % responses % response
    Retail nursery/garden center
    41%
    68%
    Landscape design/construction
    8%
    18%
    Rewholesale nursery
    2%
    6%
    Production nursery
    45%
    23%
    Other: Greenhouse, tree care, public gardens
    5%
    9%
    Acclimating for storage
    Do not apply fertilizers after Sept 15th
    68%
    65%
    Reduced irrigation to assist hardening-off
    46%
    59%
    Cultural practices at covering
    Irrigate
    55%
    62%
    Fertilize
    6%
    21%
    Fungicide
    33%
    29%
    Rodenticide
    59%
    41%
    Remove foliage
    73%
    47%
    Other: Insecticide, Re-pot
    6%
    6%
    Over-wintering systems
    Structureless
    71%
    65%
    Polyhut
    12%
    21%
    Polyhouse
    53%
    56%
    Polyhouse with inflated double cover
    31%
    21%
    Coverings & other methods
    Respondents applying no covering
    --
    76%
    Applying white polyethylene
    --
    32%
    Applying thermal blankets
    --
    15%
    Double layer covers
    --
    8%
    Polyhouses with minimum heat
    --
    15%
    Plant loss & winter management
    Does your system permit monitoring?
    --
    82% yes
    My over-wontering system results in:
    No Plant Loss
    --
    6%
    1-10% plant loss
    81%
    53%
    11-25% plant loss
    19%
    26%
    26-50% plant loss
    --
    9%
    Greater than 50% plant loss
    --
    3%
    Factors most responsible for plant loss
    Insufficient low temperature protection
    33%
    18%
    Too wet
    50%
    44%
    Too dry
    15%
    15%
    Over-wintering protection applied too late
    8%
    3%
    Over-wintering protection removed too late
    7%
    9%
    Animal damage
    33%
    47%
    Disease
    20%
    18%
    Other
    16%
    9%
    Temperature fluctuations
    Winter covering pulled too early in spring


    The final question asked to the respondents in Pennsylvania was to list their top five most difficult plants to over-winter in containers. The following list reports the most difficult based on votes (the value to the right of the name) and the others considered difficult by individual respondents.

    Difficult to Over-winter Perennials

    Ornamental grasses (+6) Hedge-Like Shrubs
    Dephinium spp. Delphiniums (+5)* Hesperis matronalis Sweet Rocket
    Geum (+2) Hemerocallis spp. Daylily
    Heuchera spp. Coalbells(+2) Iris spp. Iris
    Dianthus spp. Pinks (+1)* Linum spp. Flax
    Digitalis spp. Foxgleove (+1) Lupine spp. Lupine*
    Guara (+1) Lychnia chalcedonica Maltese Cross
    Hosta spp. Hosta (+1) Monarda didyma Bee Balm
    Phlox subulata Creeping Phlox (+1)* Nepeta siberica Catmint
    Aquilegia flaellata Columbine Oenothera speciosa 'Siskiyou' and 'Rosea'
    Asclepias tuberosa Milkweed* Oenothera tetragonaEvening Primrose
    Aster spp. Aster Phlox paniculataTall Phlox*
    Chrysanthemum spp. Mums Platycodon grandiflorusBalloon Flower
    Coreopsis Rosea Pink Coreopsis * Primula spp. Primrose
    Ferns Pulmonaria spp. Lungwort
    Gaillardia x grandiflora Blanletflower Salvia spp. Sage
    Scabiosa spp. Scabiosa/Pincushion flower
    Sedum spp.Stonecrop
    Verbena spp. Verbena

    Plants marked with an asterisk (*) was also listed among the top 10 diffucult plants on the nationwide survey.

    Observations from the survey data

  • Garden Centers and retail nurseries are the majority of firms over-wintering herbaceous perennial stock in Pennsylvania based on the respondents. Whereas nationwide, retailers and growers were the vast majority of the over-wintering firms.

  • Fertilization practices stopped by Sept. 15 in both the nationwide survey and locally. The practice of avoiding late-season fertilizer treatments continue even though research does not support the perception that late season fertilizer applications decrease plant hardiness (Pellet and Carter, 1981).

  • A majority of the Pennsylvania respondents reported reducing irrigation in the fall. Water stress because of reduced watering has been reported to enhance cold hardiness (Levitt, 1980).

  • The Pennsylvania respondents reported a greater likelihood to fertilize prior to covering plants compared to the nationwide respondents. Conversely, they were less likely to employ a rodenticide or remove foliage than the nationwide survey respondents were.

  • Polyhut over-wintering structures remain popular among Pennsylvania respondents.

  • Greater than 75% of the Pennsylvania respondents rely stictly on the coverings standard with their system and do not employ additional coverings. In addition, where added coverings are employed white poly is used more often than thermal blankets. Few respondents were over-wintering in polyhouses with heat.

  • Greater than half of the Pennsylvania respondents reported zero to minimal losses during over-wintering under their chosen systems.

  • The greatest reasons for plant loss during over-wintering in Pennsylvania was attributed to animal damage and excessive moisture within winter protection systems. The high level of animal damage may be directly attributed to the limited use of rodenticide or other animal control options.

  • Over half of the respondents of the Pennsylvania survey reported using structureless systems where ventilation is often poor. Participants, expressed an interest in reducing the need for watering during the over-wintering period. For those that are irrigating under inclimate conditions and manual watering may be lending to the excess moisture within the structure. The difficulty in managing moisture within the over-wintering structure suggests that the management system needs to be better defined. Several research options include the use of hydrogel dips or as a soil coverings and the implementation of automated watering and humidity management systems.

  • Successful over-wintering of herbaceous perennials remains as much an art as a science. Ornamental grasses, are listed as one of the most difficult perennials to over-winter. Defining the over-wintering parameters for ornamental grasses may be as complex as the grasses are diverse. This diversity is evident between genera, but also among species for example Miscanthus sinensis varieties that are both visually and culturally different.

    Many techniques and systems which have been defined for over-wintering woody landscape plants and herbaceous perennials. Although techniques for over-wintering continue to be created and defined, there remain challenges and opportunities to define the systems for new ornamentals such as ornamental grasses and further develop and understand the over-wintering cultural required to successfully over-winter difficult to store perennials.

    Beattie, DJ. 1986. Principles, practices, and comparative costs of overwintering container-grown landscape plants. South. Coop. Series Bulletin 313.

    Iles, JK, NH Agnew, HG Taber, and NE Christians. 1993. Evaluations of structureless overwintering systems for container-grown herbaceous perennials. J. Environ. Hort. 11:48-55.

    Iles, JK. 1999. Identification and Characterization of Overwintering Methods for Container-grown Herbaceous Perennials. HortScience Abstract #264.

    Kuhns LJ. et al. 1997. Controlling Weeds in Nursery and Landscape Plantings. Penn State University, College of Agricultural Sciences Publications.

    Levitt, J. 1980. Responses of plants to environmental stresses. Vol. 1 Chilling, freezing, and high temperature stresses. Academic press New York.

    Pellett, HM and JV Carter. 1981. Effect of nutritional factors on cold hardiness of plants. Hort. Rev. 3:144-171.

    Perry LP. 1990. Overwintering container-grown herbaceous perennials in northern regions. J. Environ. Hort 8:135-138.

    Still SM, T Disabato-Aust, and T. Rhodus. 1989. Overwintering systems for herbaceous perennials. Proc. Perennial Plant Symp., pp. 24-35.

    Gardener Selects for 2000

    The Penn State Master Gardeners, Horticulture Trial Gardens, the Pennsylvania Floral Industries Association and the Pennsylvania Landscape and Nursery Association are pleased to announce the Pennsylvania Gardener Selects. This is a new program for plant evaluation, display, education, and promotion. Last summer 22 of the best flowering annuals selected from plants tested in the University trials were displayed and evaluated in 29 Master Gardener gardens in 26 Pennsylvania counties. From these 22 plants, the best was named as our first "Plant of the Year" and 7 others were named Gardener Selects for the year 2000. This is the first year for what we hope will be a long-term plant selection and promotion campaign. The primary goal of the program is to identify and promote superior garden plants for Pennsylvania, thus improving consumer success and satisfaction, and as a consequence industry profitability.

    Gardener Selects Plant of the Year for 2000

    Petunia ‘Misty Lilac Wave’ a Pan American Seed cultivar

    Gardener Selects for 2000

    Argyranthemum ‘Butterfly’ Proven Winners

    French Marigold ‘Bonanza Bolero’ Ball Seed

    Pepper ‘Super Chili’ Johnny’s Selected Seed

    Petunia ‘Pink Wave’ Pan American Seed

    Petunia ‘Purple Wave’ Pan American Seed

    Salvia faranacea ‘Signum’ Bodger Seed

    Zinnia ‘Profusion Orange’ Sakata Seed

    As a service to their members, the PFIA and PLNA will be participating in developing promotional materials for these plants. The promotion will include point of purchase materials, press releases, and display in the Master Gardener county gardens and at selected industry and consumer events such as the Philadelphia Flower Show. Plant of the Year programs in other States has generated great benefits for their ornamental plant producers and retailers. You can support this program by growing and marketing these plants. Contact your association for information on obtaining promotional materials.

    The strength of the Pennsylvania program is our use of statewide Master Gardener display and educational gardens. This expands the visibility of these superior plants to every corner of the state. Educational programs and public access to the gardens provides all interested consumers with the opportunity to see, evaluate, and learn about these plants. The Penn State Master Gardener involvement provides a local focus to generate community interest and local publicity. Last summer several thousand potential customers visited these gardens during various formal programs, informal visits, or read about the plants in local newspaper articles describing the program. Involvement of the Master Gardeners also provides the potential for perhaps the best endorsement possible for the selected plants; word of mouth recommendations by respected community leaders. Local display gardens are located in public parks or at County Extension offices and are open to the public during daylight hours. Feel free to visit and use these sites in your marketing efforts.

    County

    Garden Location

    Phone

    County

    Garden Location

    Phone

    Adams

    West side of Bus Rt 15, Gettysburg 717-334-6271

    Delaware

    Penn State Delware County Campus 610-690-2655

    Beaver

    911 Center, Beaver 724-774-3003

    Fayette

    Blaney Farm, Perryopolis 724-438-0111

    Berks

    Berks County Ag Center 610-378-1327

    Franklin

    919 Franklin Farm Lane, Chambersburg 717-263-9226

    Blair

    PSU Altoona Campus, Altoona 814-693-3265

    Jefferson

    Heritage House Senior Center, Brookville 814-849-7361

    Bradford

    701 South Fourth St., Towanda 570-265-2896

    Lancaster

    Farm and Home Center, Lancaster 717-394-6851

    Bucks

    Neshaminy Manor Center, Doylestown 215-345-3283

    SE Res. and Extension Ctr., Landisville 717-921-8803

    Butler

    Roebling Park, Saxonburg 724-287-4761

    Lawrence

    St. Francis Hospital, New Castle 724-654-8370
    Seven Fields Borough Community Center 724-287-4761

    Lehigh

    Burnside Plantation, Bethlehem 610-391-9840

    Cranberry township, Municipal Bld. 724-287-4761

    Mercer

    Mercer County 4H Park 724-662-3141

    Cambria

    County Extension Office, Ebensburg 814-472-7986

    Monroe

    Monroe Co. Vo-Tech School, Bartonsville 570-421-6430

    Carbon

    Carbon Co. Environmental Ctr. Summit Hill 717-424-1984

    Montgomery

    Montgomery Extension Ctr Collegeville 610-489-4315

    Centre

    Penn State Trial Gardens, U. Park 814-862-7725

    Northumberland

    161 Moser Rd, Daville 570-644-4455

    Crawford

    13400 Dunham Rd., Meadville 814-333-7460

    Westmoreland

    Donohoe Ctr. Greensburg 724-837-1402

    Dauphin

    Milton Hershey School, Hershey 717-921-8803

    Wyoming

    28 State Rt 108, Tunkhannock 570-836-3196

    York

    Rudy County Park, York

    Every year extension offices and agents are inundated with questions regarding the identification and use of annuals and herbaceous perennials in the landscape. To assist you in learning more about annuals and herbaceous perennials and in answering the questions of your clientele, a new web based resource is available for use within the extension office. Dr. Dave Beattie is providing for in-office use his interactive course materials for annuals and perennials. Contact Dr. Beattie at 814-863-2263 or at b50@psu.edu for a password and instructions for using this valuable web based resource.



    Information provided by Rob Berghage and Jim Sellmer Penn State Department of Horticulture, Ornamental Horticulture Extension Specialist, 103 Tyson Building, University Park, PA 16802, (814) 863-2571

    Back To Ornamental Horticulture Newsletter Page



    For more information contact:

    Dennis Decoteau , Department Head and Professor of Horticulture
    102 Tyson Building
    University Park, PA 16802


    Ph: 814-865-2571
    Email: hortpsu@psu.edu

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    Last modified on
    October 23, 2001