Source: VIRGINIA POLYTECHNIC INSTITUTE submitted to NRP
CREATING INTERDISCIPLINARY EXTENSION AND RESEARCH (CIDER) PROGRAMS TO REDEVELOP THE NORTH AMERICAN HARD CIDER INDUSTRY
Sponsoring Institution
National Institute of Food and Agriculture
Project Status
COMPLETE
Funding Source
Reporting Frequency
Annual
Accession No.
1004272
Grant No.
2014-51181-22470
Cumulative Award Amt.
$49,498.00
Proposal No.
2014-07549
Multistate No.
(N/A)
Project Start Date
Sep 1, 2014
Project End Date
Aug 31, 2015
Grant Year
2014
Program Code
[SCRI]- Specialty Crop Research Initiative
Recipient Organization
VIRGINIA POLYTECHNIC INSTITUTE
(N/A)
BLACKSBURG,VA 24061
Performing Department
Alson H. Smith, Jr. AREC
Non Technical Summary
This Research and Extension Planning grant project will formally assemble a national team of researchers in the biological, social, and economic sciences, including Extension specialists and apple and cidery industry stakeholders to develop, compose, and submit a full SCRI proposal that will increase the U.S. apple industry's sustainability and profitability by increasing hard (fermented) cider production. Between 2008 and 2012, hard cider production in the United States increased an average of 73% per year. In 2012 alone, the hard cider industry used an estimated 1.7 million bushels of apples. In order to expand strategically, the hard cider industry (from growers to processors to consumers) needs research-based information and effective outreach programs. Our program team has the expertise and stakeholder buy-in to fulfill this need. We will meet with stakeholders and other industry representatives at the Virginia Tech Research Center in Arlington, Virginia for a three-day workshop in Fall 2014 (proposed dates: November 3-5 or 17-21). Our goal is to submit a full SCRI proposal that will: (A) increase the knowledge base of hard cider apple cultivars, including fruit characteristics, regional suitability, and consumer preferences; (B) create economically viable orchard production systems, sustainable cultural practices, and integrated pest management tools to improve crop efficiency and productivity; and (C) improve farm profitability by maximizing economic opportunities, such as on-farm crop diversification, reduced orchard inputs, and added value to lower-priced dessert and processing apples.
Animal Health Component
50%
Research Effort Categories
Basic
50%
Applied
50%
Developmental
(N/A)
Classification

Knowledge Area (KA)Subject of Investigation (SOI)Field of Science (FOS)Percent
2051110106020%
2041110106010%
2161110106010%
5011110106010%
5031110106010%
6011110301010%
6031110301010%
6071110301010%
7011110101010%
Goals / Objectives
Through this planning grant, our project team will develop research and extension programs on the complete supply chain for hard cider, including apple cultivar and orchard site assessment, orchard management (including integrated pest management and labor saving mechanical pruning and harvesting technologies), apple processing and fermentation for hard cider, and market and economic assessments of the hard cider industry. The market and economic assessments will include factors affecting consumer demand for hard cider, such as cider style, prices of relative styles, and the connection of these factors to the selection of apple varieties by cider apple growers and cider producers. In addition, we will assess the economic impact of hard cider and cider apple production on social, environmental, and economic sustainability of rural communities.While there is a clear opportunity to increase cider apple and hard cider production throughout the U.S., there is a lack of reliable research-based information to provide to these stakeholders. U.S. cider producers will likely experience increased market competition from international cider companies, and our project priority is to keep U.S. producers on the cutting edge of supply and demand for this product.This project will coordinate U.S. researchers and extension staff that have already initiated projects to address industry needs, and identify new research and extension needs through stakeholder surveys and a face-to-face planning meeting. In a full SCRI application, our team of researchers and extension specialists will address the following areas in the greatest detail:Within SCRI Focus Area 2:Formulate IPM practices specifically suited to cider apple orchards (Bradshaw, Miles, Peck, Rothwell)Within SCRI Focus Area 3:Develop an online database for key hard cider apple cultivars that includes information on the horticultural and enological characteristics of each cultivar and how these characteristics potentially differ across regions. Project information will guide apple growers to select cultivars with acceptable production characteristics (yield, site adaptability, and pest and disease resistance), and cider producers to support local orchards to invest in new orchard plantings for hard cider production (Peck, Miles, Bradshaw, Rothwell, Stewart)Assess the current economic contributions and growth potential of the cider industry in the U.S. (Galinato, Ferreira, Tozer)Develop cost of production portfolios for cider apples and hard cider in Virginia, Washington, and Vermont, and analyze production risks for cider apple growers (Galinato, Ferreira, Tozer, Conner)Assess factors affecting consumer demand for hard cider that can provide a guide to cultivar selection by cider apple growers and cider producers (Galinato, Miles, Tozer)Within SCRI Focus Area 4:Understand the effects of crop load, alternate bearing, rootstock selection, pruning methods, and mechanical harvest on cider quality (Peck, Stewart, Miles,)Create regionally-specific and cost-effective mechanical pruning and harvest tools for cider apple production (Miles, Peck, Stewart)
Project Methods
Proposed AgendaLocation: Virginia Tech Research Center, Arlington, VA (http://www.ncr.vt.edu/Arlington/)Proposed dates: 3-5 November 2014 or 17-21 November 2014.DAY 1: WORKSHOP WITH INDUSTRY STAKEHOLDERS AND ALL PROJECT MEMBERSTimeTopicPresenter(s)8:00Introduction and purposePeck, Miles, and Merwin8:20Regional and CiderCON survey results and findingsMiles and Peck8:35Cider cultivars grown in U.S. - regional databases, on-line tools for cultivar selection, sourcing fruitBradshaw, Rothwell8:55Value of cider production and sales in the U.S.Tozer, Ferreira, Conner9:15U.S. cider market - current and futureVail9:35Lessons from viticulture and enologyStewart10:00Break10:15Stakeholder panel-greatest barriers in growing and in processing/fermenting fruit for ciderFacilitator: Merwin. Panelists: Rowell, Shelton, Campbell, Hodges11:15Questions and discussionMerwinNoonLunch1:00What are cider producers' research and extension needs?Beck, Kohn1:45Break out groupsQ: What are the barriers to increased cider production?Fruit production barriers?Cider production barriers?Consumer awareness barriers?Others?2:30Report back3:00Break3:15Break out groupsDevelopment of research working groups (adjust groups as needed based on previous sessions) - outline objectivesFruit productionCider productionEconomicsAssessmentOutreach4:00Report back4:20Stakeholder input - do research objectives meet stakeholder needs?4:50Summary5:00Reception featuring regional hard ciders6:00DinnerDAY 2: WORKING SESSION WITH ALL PROJECT MEMBERSTimeTopic8:00Review accomplishments (Merwin)8:30Outline project objectives using 'speed dating' approach (rapid listing of potential methods without discussion); adjust as needed based on previous sessions; 30 min. per topic:Understand the effects of crop load, alternate bearing, rootstock selection, pruning methods, and mechanical harvest have on cider quality (Peck)Formulate integrated pest management (IPM) practices specifically suited to cider apple orchards (Bradshaw, Rothwell)Develop a online database for key cider apple cultivars that includes information on the horticultural and enological characteristics of each variety and how they potentially differ amongst regions (Rothwell, Stewart, Neilson)Create regionally-specific and cost-effective mechanical pruning and harvest tools for cider apples (Miles)Assess the growth potential of the cider industry in the U.S. (Galinato, Tozer, Ferreira)Develop cultural, enological, and marketing resources for cider apple growers and cider producers (Peck, Rothwell)10:30Break10:45Complete outline11:45Review and discussionNoonLunch1:30Identify Advisory Panel membersIdentify additional industry collaboratorsIdentify additional scientific collaborators2:30Discuss sources of matching funds3:00Break3:15Form working groupsBreak into working groups (adjust groups as needed based on previous sessions); outline research objectives and methods:Fruit productionCider productionEconomicsAssessmentOutreach4:15Report back4:45Review and discussion5:00DinnerDAY 3: WORKING SESSIONS: WORKING GROUP BREAKOUTSTimeTopic8:30Review accomplishments (Merwin)9:00Break into working groups (adjust groups as needed based on previous sessions); outline activities/tasks for each participant:Fruit productionCider productionEconomicsAssessmentOutreach10:00Break10:15Each participant develops detailed work plan for each of their activities/tasks11:15Reassemble working groups; combine activities/tasks into a work plan; assign proposal tasks and define task timelinesNoonLunch1:00Whole team reassembles: each working group presents outline and work plan (20 min. each)2:30Assign overall proposal tasks, define task timelines3:30Summary of accomplishments and assignments4:00Closing remarks (Peck, Miles, and Merwin)In addition to the PD, Co-PD, and Co-PIs listed on this grant, meeting participants will include the following:Meeting facilitator: Dr. Ian Merwin, Professor Emeritus, Cornell University and Co-owner Black Diamond Farm and Cidery, 4675 Seneca Road, Trumansburg, NY 14886, im13@cornell.edu.VPI Grants Coordinator: Ms. Nancy Dudek, Grants Coordinator, VPI, 303 Latham Hall, Blacksburg, VA 24061, nanodudek@vt.edu; (http://www.research.cals.vt.edu/people/dudek-bio.html).

Progress 09/01/14 to 08/31/15

Outputs
Target Audience:This SCRI planning grant broughttogether researchers, extension specialists, and stakeholders, including apple growers andhard cider producers representing all the major cider production regions and production scales in the United States. Our grant developmentmeeting facilitated formal planning among researchers and stakeholders to develop a coordinated research andoutreach program that addresses national and regional stakeholder needs throughout the cider supply chain. Additionally, for the past three years CIDER PIs have attended CiderCON to present findings from their research programs and to survey cider apple growers and cider producers (the primary audience group for this project) about their research and extension needs. These surveys have been conducted during the opening Plenary Session with the use of TurningPoint (Turning Technologies, Youngstown, OH), a PowerPoint-based, real-time survey instrument. Averaged over the three years, we found that 88% of respondents indicated they need more research into cider production by university scientists, 89% were willing to participate in research experiments in their orchard or cidery, and 55% were willing to fund research that targeted their needs. Respondents felt the research that would most benefit their business included fermentation issues (18%), final product quality evaluation (14%), storage and packaging techniques and management (13%), cultivar and rootstock trials (13%), cider orchard management (11%), juice quality improvement (11%), and economic feasibility and consumer preference (8%). CIDER PIs have also assessed research and extension needs at the regional and state level, including surveys conducted in VA (2012), VT (2014), and WA (2014). Collectively, our findings show that the needs of this nascent industry are diverse, and require research and outreach projects from an interdisciplinary team of scientists and extension specialists. Changes/Problems: Nothing Reported What opportunities for training and professional development has the project provided?PIs Peck, Miles, Rothwell, Stewart, and Bradshaw attended CiderCON in Chicago 5-6 Feb 2015 and presented results from preliminary studies, and conferred with stakeholders about research methods and goals. PI Tozer organized the Cider Symposium as part of the Beeronomics Conference in Seattle, WA 9 Sept 2015. Three CIDER Stakeholder Advisors gave their perspectives on the current state and future outlook of the U.S. cider industry at a plenary session, and CIDER team members presented key results of their projects in an organized session at the symposium. How have the results been disseminated to communities of interest?At the national level, our primary communities of interest (apple growers and cider makers) were informed about our plans to submit a full Specialty Crop Research Initiative grant at CiderCON 2015 (Chicago, IL, 5-6 Feb 2015). At this conference, stakeholders were encouraged to discuss the grant proposal with PIs. Several stakeholders who had not attended the grant development meeting provided additional feedback on the proposed objectives. PIs also solicited support from the CiderCON participants, which yielded many of the letters of support that we included with our FY2015 SCRI CAP submission. Information about this SCRI planning grant was further disseminated to communities of interest, as follows: PI Bradshaw. Research & Outreach Programs to Support Apple Production for Hard Cider in Vermont. UVM CALS Board of Advisors. 31 Oct 2014. PI Bradshaw. Research & Outreach Programs to Support Apple Production for Hard Cider in Vermont. Vermont Hard Cider Company. 16 Nov 2014. PI Peck, Introduction to Hard Cider Production, Penn State Extension, Biglerville, PA. 13 Jan 2015. PI Miles. Cider varieties, juice quality, costs or orchard establishment, and mechanization. Cider workshop, Santa Rosa, CA. 7 Feb 2015. PI Bradshaw, Research & Outreach Programs to Support Apple Production for Hard Cider in Vermont. Poster presentation, Vermont Agricultural Experiment Station and UVM Extension Legislative Event. 11 Feb 2015. PI Miles. Cider apple varieties and juice quality. San Juan Islands Agricultural Summit, Lopez Island, WA. 12 Feb 2015. PI Miles. National cider research initiative. State of Cider Summit, Everett, WA. 22 Feb 2015. PI Bradshaw, Cider Apple Research at UVM & Other Land Grant Universities. Oral presentation, Cider Apple Production in Vermont: Market Opportunities and Technical Challenges. 30 March 2015. PI Bradshaw, UVM Research: Supporting Vermont Apple Growers and Cider Producers. Across the Fence Television Segment, WCAX TV, Burlington, VT. 24 April 2015. PI Bradshaw, UVM Research: Supporting Vermont Apple and Grape Growers in Vermont. UVM Continuing & Distance Education Staff. Burlington, VT. 16 July 2015. PI Peck provided an update on the SCRI grant submission to the Board of the United States Association of Cider Makers at their annual Board Meeting in Washington DC. July 21 2015 PI Miles. Yield, labor, and fruit and juice quality characteristics of machine and hand-harvested 'Brown Snout' specialty cider apple. Cider Symposium, Beeronomics Conference, Seattle, WA. 9 Sept 2015. PI Peck, Virginia Association of Cider Makers Annual Board Meeting, Corcoran Cidery, Waterford, VA. 14 Sept 2015. PI Miles. Research Goals and Objectives for SCRI CAPs proposal. Northwest Cider Association meeting, Seattle, WA, 15 Sept 2015. What do you plan to do during the next reporting period to accomplish the goals? Nothing Reported

Impacts
What was accomplished under these goals? Our project team held aplanning grant meeting on 23-25 October 2014 at the Virginia Tech Research Center in Arlington, VA. In addition to the original CIDER PIs, Dr. Olga Padilla-Zakour, Professor of Food Science at Cornell University attended the meeting. Stakeholders attending the meeting included, Barney Hodges, Owner, Sunrise Orchards (VT); James Kohn, Owner, Wandering Aengus Ciderworks, Chair of CiderCON, and founding member of the U.S. Association of Cider Makers (USACM) (OR); Dan Rowell, VP and CFO, Vermont Hard Cider Company (producer of Woodchuck ciders) and USACM Treasurer (VT); Chuck Shelton, Owner, Albemarle CiderWorks and Vintage Virginia Apples (VA); Craig Campbell, Owner, Tieton CiderWorks and Harmony Orchards (WA); David Bauermeister, Director, Northwest Agriculture Business Center (WA); Mark Seetin, Director, USApple (VA); Wanda Gale, President, International Plant Management, Inc. (MI); Jocelyn Kuzelka, Owner, Panacea Wine Consulting (VA); and Ian Merwin, Ph.D., Owner, Black Diamond Farm and Cidery (NY). Stakeholders formed integrated working groups with scientists and extension specialists to prioritize industry needs, defined research objectives and methods, and identified the most useful outreach activities. They specifically identified the following key barriers in the cider supply chain: (A) supply of cider apple trees from U.S. nurseries, (B) supply of high quality cider apples, with cultivars specifically containing high levels of tannins and acidity, (C) knowledge on the suitability of cider apple cultivars in different growing regions, (D) best management practices for growing cider apples, (E) access to risk management tools to avoid or minimize costly mistakes for apple growers and cider producers, and (F) information on consumer preference and the future growth of a rapidly expanding industry. As an additional output from our grant development meeting, we surveyed the PIs and stakeholders during the meeting and developed an extension report on the 20 most commonly grown cider cultivars in the U.S. The CIDER project team used information gathered at this planning grant meeting todevelopand submita USDA-NIFA Specialty Crop Research Inititive-Coordinated Agricultural Project (SCRI-CAP) grant in FY2015. Unfortunately, the proposal was not funded in FY2015, but the project team isresubmitting a revised proposal for FY2016.

Publications

  • Type: Journal Articles Status: Published Year Published: 2015 Citation: Peck, G. and C. Miles. 2015. Assessing the Production Scale and Research and Extension Needs of U.S. Hard Cider Producers. Journal of Extension. 53(5): Article 5FEA10. Available at: http://www.joe.org/joe/2015october/a10.php.
  • Type: Journal Articles Status: Under Review Year Published: 2016 Citation: Becot, F., T. Bradshaw, and D. Conner. 2016. Apple market optimization and expansion through value-added hard cider production. HortTechnology. Submitted September 2015.
  • Type: Other Status: Published Year Published: 2015 Citation: Miles, C., J. King, and G. Peck. 2015. Commonly Grown Cider Apple Cultivars In the U.S. Washington State University Cider Report #202. Mt. Vernon, WA.
  • Type: Other Status: Submitted Year Published: 2015 Citation: Ferreira, G., R. Matthew, G. Groover, and G. Peck. 2015. The Mid Atlantic and New England Hard Cider Industries: A Market Overview. Virginia Cooperative Extension Publication (Submitted).
  • Type: Other Status: Published Year Published: 2015 Citation: Galinato, S.P., P.R. Tozer, and C.A. Miles. 2015. Scale of cider apple and hard cider production in Washington State. IMPACT Bulletin. School of Economic Sciences, Washington State University, Pullman, WA.
  • Type: Conference Papers and Presentations Status: Published Year Published: 2015 Citation: Galinato, S.P., P.R. Tozer, and C.A. Miles. 2015. Assessment of the Cider Market in Washington State: A Pilot Study. Presentation, Beeronomics Cider Symposium, Seattle, WA, 9 September 2015.
  • Type: Conference Papers and Presentations Status: Published Year Published: 2015 Citation: Galinato, S.P., P.R. Tozer, C.A. Miles, and G. Coffey. 2015. Assessment of the Cider Industry in Washington State: Cider Apple Production and Cider Making. Poster presentation, Washington Tree Fruit Association Annual Meeting, Yakima, WA, 8 December 2015.
  • Type: Conference Papers and Presentations Status: Published Year Published: 2015 Citation: Conner, D., F. Becot, and T. Bradshaw. Can Cideries Source from Local Orchards? Presented to Agricultural and Applied Economics Association Annual Meeting, San Francisco CA, July 27, 2015.
  • Type: Conference Papers and Presentations Status: Published Year Published: 2015 Citation: Becot, F., T. Bradshaw, and D. Conner. 2015. Apple Market Optimization and Expansion through Value-Added Hard Cider Production in Vermont. Presented to the Agriculture, Food and Human Values Society Annual Meeting, Pittsburgh PA, June 26, 2015.
  • Type: Conference Papers and Presentations Status: Published Year Published: 2015 Citation: Becot, F., T. Bradshaw, and D. Conner. 2015. Apple Market Optimization and Expansion through Value-Added Hard Cider Production in Vermont. Presented at Beereconomics. Seattle, WA. September 8-9, 2014.
  • Type: Other Status: Published Year Published: 2015 Citation: Miles, C., J. King, A. Zimmerman, and E. Scheenstra. 2015. Recent Advances in Cider Research: Characteristics of Northwest Washington Cider Apple Juice and Varietal Ciders. In Cider Handbook 2015-16, Scott Laboratories, Inc., Petaluma, CA 94955/Scott Laboratories, Ltd., Pickering, Ontario L1W2A1, p. 16.