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South African Journal of Agricultural Extension
On-line version ISSN 2413-3221
Print version ISSN 0301-603X
S Afr. Jnl. Agric. Ext. vol.52 n.2 Pretoria 2024
http://dx.doi.org/10.17159/2413-3221/2024/v52n2a16300
ARTICLES
Erroneous Classification of Brassica juncea L. in South African Studies: Consequences for Agricultural Extension Services
Fanadzo M.I; Dube E.II
IAssociate Professor of Agronomy: Cape Peninsula University of Technology, Department of Agriculture, Private Bag X8, Wellington, 7654. Tel 021 864 5211; Email: FanadzoM@cput.ac.za; ORCID 0000-0001-7777-7078
IISenior Lecturer: Nelson Mandela University, School of Natural Resource Management, Madiba Drive, George, 6560. Tel. 27 44 801 5017; Email: ErnestDube@mandela.ac.za. ORCID https://orcid.org/0000-0002-1190-801X
ABSTRACT
Agricultural extension services play a crucial role by providing expert guidance on enhancing production and processing and facilitating the dissemination of knowledge and scientific findings into practical use. For this reason, researchers must generate accurate information for agricultural extension officers to relay to the ultimate beneficiaries - the farmers. In this paper, we highlight an instance of misidentification by researchers about one of South Africa's extensively researched vegetables, Brassica juncea L. Due to its broad adaptability, this crop has been the focus of numerous South African studies aimed at maximising its production for resource-poor farmers. Regrettably, the accumulated research on B. juncea reveals a prevalent issue of inconsistent naming and classification, leading to confusion with Chinese cabbage (Brassica rapa subs. chinensis). Such inaccurate species identification fosters a disjointed body of knowledge, potentially generating conflicting results and thereby restricting the applicability of the research findings to farmers and other stakeholders. This literature review examines 20 years of South African research to guide future studies and extension efforts on B. juncea. It underscores the necessity for accurate species identification and nomenclature, thereby enhancing the reproducibility and relevance of research outputs.
Keywords: Knowledge Transfer, Science Communication, Misnaming, Chinese Cabbage, Chinese Mustard, Indigenised Vegetables, Medicinal Value
1. INTRODUCTION
The crucial role of agricultural advisory services in supporting farmers in navigating the multifaceted challenges associated with agricultural production is undeniable. Such extension services are indispensable, providing more than mere advice on production and processing enhancements. They are conduits for information flow and knowledge transfer, translating scientific findings into practical applications. Agricultural extension and research are intimately interconnected; advisors primarily transfer knowledge produced by researchers through applied and adaptive research. Consequently, the technologies and information disseminated to farmers by these advisors are largely products of researcher recommendations. This strong tripartite link among researchers, agricultural extension officers and farmers necessitates creating and disseminating precise information. Any inaccuracies by researchers or advisors can lead to farmers receiving incorrect or irrelevant information. The situation is especially problematic if the researchers are at fault, as the advisors and farmers rely on the research results.
Misinformation, defined as unintentionally disseminated false or inaccurate information, can often stem from misnaming or providing incorrect labels. Contrarily, disinformation refers to deliberately providing misleading information. Such misinformation in scientific communication can harmfully affect researchers, advisors, farmers, and the general public's comprehension of science. When prevalent over a prolonged period, misinformation can become normalised, leading to inappropriate recommendations and confusion among agricultural stakeholders. This underscores the importance of standardising the names of widely cultivated food crops in South Africa.
2. THE CASE OF BRASSICA JUNCEA L.
Brassica juncea L. is highly regarded among South African researchers as a key leafy vegetable in enhancing food security and combating poverty in the country's resource-poor communities. In Europe, its seeds are cherished for mustard preparation, while in Asian countries, the plant is primarily valued for its medicinal properties found in its roots, leaves and seeds. B. juncea thrives in marginal soils and is adapted to virtually all South African production environments, including dryland production. Research interest in B. juncea surged in South Africa in the early 2000s. The common viewpoint was that this vegetable had been underused and overlooked in mainstream research, possibly due to its limited commercial value in the country. The Agricultural Research Council - Vegetables and Ornamental Plants (ARC-VOP) established a dedicated indigenous vegetable research unit in 2001, primarily focusing on B. juncea, among other species. The Water Research Commission (WRC) has also funded multiple B. juncea research projects since 1998 (Van Vuuren, 2013). Despite these efforts, their impact appears limited, as suggested by the minimal adoption and commercialisation of B. juncea and other similarly categorised vegetables.
As Charles Kettering's renowned saying suggests, "a problem well stated is half solved." In scientific research, a misused or misplaced word can dramatically alter the interpretation of a research problem, confusing and potentially misleading findings. The crux of the issue is that most research conducted in South Africa since 2000 has incorrectly referred to B. juncea L. as Chinese cabbage (Brassica rapa subs. chinensis). The repeated publication of these misused terms has led the South African scientific community to normalise the error unwittingly. This could contribute to limiting the applicability of research findings and making them seemingly fruitless.
The need to consistently use correct terminology in scientific publications cannot be overstated. Such precision enables a common understanding when interpreting research findings. Blum (2016) notes that consensus definitions can make or break research and that inconsistent definitions undermine efforts to replicate specific research and its results. Nonetheless, ensuring accurate terminology in a scientific article is challenging and demands a meticulous approach to writing, rigorous reviews and consultation with subject matter experts.
In this article, we have reviewed the naming of B. juncea in South Africa to address the ongoing confusion associated with its nomenclature. We have also assessed articles published from South Africa to understand the scope of the misnaming issue and to discern why B. juncea research has had a limited impact on the country. Our intention is not to disparage researchers or call for retractions but to offer solutions, raise awareness among the scientific community to curb ongoing misnaming, and provide guidance for future research on this vital vegetable.
3. CLASSIFICATION OF BRASSICA JUNCEA L.
The B. juncea L. species is diverse, encompassing over 150 varieties with distinct characteristics. A compilation of information on common mustard green varieties and their respective names can be found in Table 1. B. juncea var. rugosa is the preferred variety in South Africa, especially in the Limpopo Province. A visual representation of B. juncea var. rugosa is displayed in Plate 1. The Tshivenda people of Limpopo refer to it as "mutshaina", translating to "Chinese." This name likely originated from another common name for B. juncea - Chinese mustard, which may have been the initial cause of confusion, leading South African research scientists to erroneously label B. juncea as Chinese cabbage (B. rapa var. chinensis). The latter is not a favoured vegetable among indigenous people due to its poor adaptability to marginal soils and drought conditions, likening it to Western staples such as lettuce, cabbage and broccoli. It also demonstrates significant vulnerability to various vegetable pests in South Africa. An image of Chinese cabbage is provided in Plate 2. Asia is widely considered the origin of B. juncea (Dixon, 2007), which likely explains its commonplace label of Chinese mustard in many English-speaking countries. Just across the border in Zimbabwe from Limpopo, B. juncea is known as "tsunga", translating to "bitter" in Shona, a reference to the vegetable's bitter taste that intensifies in older leaves or under conditions of drought or heavy nitrogen fertilisation (Maereka, Madakadze, Mashingaidze, Kageler & Nyakanda, 2007). The exact timeframe of this vegetable' s introduction to African nations remains uncertain.
The term "indigenous", as initially defined by Vavilov (1926), refers to a crop whose genetic diversity is unique to a specific region. As suggested by Modi (2003) and Schippers (2006), indigenous vegetables are those whose diversity centres are located within South Africa. Conversely, indigenised crops are those whose centres of diversity are outside of South Africa but have been domesticated within the country over centuries, becoming integral to the local food culture (Phillips-Howard, 1999). It is crucial to note that, unlike indigenised vegetables, indigenous vegetables typically grow spontaneously in natural ecosystems and do not require human intervention to flourish and maintain their populations over time in their native habitats. They are usually harvested from the wild. This does not apply to B. juncea; therefore, it should more appropriately be classified as an indigenised crop of South Africa, in accordance with the definition provided by Phillips-Howard (1999). Mislabelling B. juncea as an indigenous crop of South Africa may give the false impression that this species is abundantly available for wild harvesting.
4. THE HISTORICAL MISNAMING OF BRASSICA JUNCEA L. VAR. RUGOSA
The inaugural documentation of B. juncea research in South Africa was conducted by Charleston & Kfir (2000), affiliated with the ARC Plant Protection Research Institute in Pretoria. They explored the potential of B. juncea as a trap crop for the diamondback moth, Plutella xylostella, within South Africa. As the first publication from South African researchers in the Crop Protection journal, the article accurately named the vegetable. An excerpt from this article reads, "Five different plants were tested ... Chinese cabbage, Brassica pekinensis (Lour.); and Indian mustard, Brassica juncea (L.) Czern" (variety not specified). Notably, this research did not focus on the traditional utilisation of vegetables.
Following Charleston & Kfir's initial report (2000), approximately 43 additional publications concerning B. juncea research in South Africa have been identified via Google Scholar, dating from 2000 to June 2020. These include 29 peer-reviewed journal articles, one popular article, three theses (2 PhD and 1 MSc), five WRC Reports, one book chapter, and four conference proceedings. The WRC has published the most articles on this subject (11 in total), comprising five peer-reviewed journal articles (all published in the journal Water SA), five research reports, and one popular article in the Water Wheel magazine. The four peer-reviewed articles published by Water SA in 2007 were a product of a special issue focusing on indigenous crops, water, and human nutrition, following an "International Symposium on the Nutritional Value and Water Use of Indigenous Crops for Improved Livelihoods" held in September 2006 in Pretoria. The theses were associated with the University of KwaZulu-Natal, Wageningen University, and the University of South Africa. Notably, over half of the work on B. juncea was conducted by the Centre of Organic and Smallholder Agriculture in the Department of Crop Science at Tshwane University of Technology (Pretoria) and ARC-VOP. Most of the research leading to these publications was financed by the WRC and ARC-VOP. Based on the current number of research articles, approximately R20 million has been spent on B. juncea research, averaging one million rand per annum.
Among the 43 publications, B. juncea was accurately named as broadleaf mustard only by Maboko (2013), who assessed the "Effect of plant density and harvesting frequency on yield components of hydroponically grown mustard spinach (Brassica juncea)." An excerpt demonstrating correct usage reads, "Brassica juncea (mustard spinach) is a leafy vegetable grown in Southern Africa under the name leaf mustard (B. juncea ssp. 'Rugosa') Another publication featuring a commendable attempt was by Van der Walt, Van der Linde, Alberts, Modjajdi, Jivan & Bezuidenhout (2006). However, the species name was misspelt, and the specific variety was not identified, as highlighted in this excerpt: "The South African National Biodiversity Institute identified the following plant species used as traditional morogo by rural ... Brassicajuncae (L.) Czern. & Coss..."
Maboko & Du Plooy (2019) accurately mentioned the two crops in a recent research article. In the opening statement of the abstract, they correctly asserted, "Bolting of mustard spinach [Brassica juncea L. (Czern)] and non-heading Chinese cabbage [B. rapa L. subsp. chinensis (Halnelt)] is a constraint to realising optimal yield." Yet, confusion arose when the authors incorrectly cited Van Averbeke, Tshikalange & Juma (2007) in support of their statement that B. juncea and B. rapa are commonly used leafy vegetables in South Africa. The cited article, titled "The Commodity System of Brassica rapa L. subsp. chinensis and Solanum retroflexum Dun. in Vhembe, Limpopo Province, South Africa," actually concentrated on B. juncea but misnamed it as Chinese cabbage. Consequently, the authors mistakenly believed they were comparing two different crops when examining the same one. Misnaming in previous articles has led to ambiguity and perpetuated the misconception that Chinese cabbage is a truly indigenous African vegetable.
Excluding the two accurate citations and the one commendable attempt, B. juncea was mislabelled as Chinese cabbage in 40 out of 43 South African publications. An influential publication by Jansen van Rensburg, Van Averbeke, Slabbert, Faber, Van Jaarsveld, Van Heerden, Wenhold & Oelofse (2007) titled "African Leafy Vegetables in South Africa" provides a comprehensive overview of green leafy vegetable usage and status in South Africa, both indigenous and indigenised. As of January 2024, this article had garnered 310 citations on Google Scholar. One excerpt misleadingly reads, "Chinese cabbage (Brassica rapa L. subsp. chinensis) is known as Chinese cabbage, rape or Chinese mustard cabbage in English, "Sjinese kool" in Afrikaans and "Mutshaina" in Tshivenda and other local African languages." This misnomer is a clear example of the early confusion surrounding this crop's name because Chinese cabbage is neither an indigenous nor an indigenised crop of South Africa. The authors were referring to B. juncea. The propagation of this naming error has continued to the present day due to repeated citations of this preliminary work. A chronological presentation of these publications is provided in Table 2.
5. THE IMPACT OF B. JUNCEA RESEARCH IN SOUTH AFRICA AND DIRECTIONS FOR FUTURE WORK
As previously indicated, research on B. juncea in South Africa over the past two decades, primarily financed by the WRC and ARC-VOP, concentrated on the assessment of nutritional characteristics, water use efficiency, marketing potential, post-harvest handling, and agronomic strategies for production in under-resourced communities. Despite these efforts, the research seems to have made modest progress in adopting and utilising B. juncea within South Africa. A survey conducted by Shackleton, Paumgarten, Mthembu, Ernst, Pasquini & Pichop (2010) among smallholder farmers in South Africa reveals that market demand for indigenous vegetables is insufficient to support viable business models based on their sales.
Studies indicate that traditional vegetables are typically more readily accepted by rural populations than urban ones, with the eldest, poorest and those furthest from formal vegetable markets being the most inclined to accept them (Gido, Ayuya, Owuor & Bokelmann, 2017). This trend suggests that as South Africa experiences rapid urbanisation and a growing middle class, the demand for these vegetables may decline. Moreover, compared to other countries with limited resources, South Africa possesses well-established marketing channels for commercially produced staple vegetables like cabbage (Brassica capitata) and Swiss chard (Beta vulgaris). These vegetables, often in surplus, are widely available and affordable to the majority.
It is worth noting that B. juncea and many other traditional vegetables usually possess a somewhat bitter or astringent flavour due to their high phytonutrient content. While responsible for the vegetable's medicinal properties, modern consumers generally deem these bioactive compounds undesirable in staple foods. Consequently, breeders strive to eliminate these compounds from fruits and vegetables (Drewnowski & Gomez-Carneros, 2000). Considering these sensory factors, it is unlikely that B. juncea will be accepted by modern consumers as a substitute for cabbage or Swiss chard. However, Maereka et al. (2007) investigated strategies to reduce the bitterness of B. juncea and concluded that harvesting the mustard at sunset, after exposure to sunlight, could help alleviate its bitterness and reduce the intake of free nitrates.
The medicinal properties of B. juncea leaves have been largely overlooked in South African research, mainly championed B. juncea as a food security crop or an alternative to staples like Swiss chard for the resource-poor. There could be a significant opportunity for increasing acceptance by promoting antioxidant-rich B. juncea leaves as a medicinal vegetable in South Africa. Kumar, Thakur, Barothia & Chatterjee (2011) posited that little progress has been made in developing pharmaceutical-grade drugs from B. juncea in African countries. In contrast, in Asia and Europe, there is a significant research effort exploring the pharmacological properties of B. juncea.
The primary phytochemical components of B. juncea leaves are known, and their concentrations fluctuate across different genotypes (Sharma & Rai, 2018; Nawaz, Shad & Muzaffar, 2018). These chemicals could potentially exhibit anti-viral, anti-diabetic, anti-inflammatory, analgesic, antipyretic, cardiac tonic, and anti-asthmatic properties, among other health benefits (Sharma & Rai, 2018). Notably, Bae et al. (2019) demonstrated that an ethanol extract of B. juncea could be an anti-viral drug against a strain of influenza H1N1 virus. More recently, Dave et al. (2020) suggested that B. juncea might have potential applications in treating COVID-19. Future local research should focus on screening genotypes for phytochemical concentration, developing agronomic strategies to increase their content, and conducting clinical trials to evaluate the efficacy and safety of various B. juncea leaf products and formulations. Lastly, innovative research is necessary to design consumer products that combine other ingredients to increase consumer acceptance of B. juncea medicinal products.
6. CONCLUDING REMARKS
As stated at the outset of this research article, a problem accurately identified is half resolved. This paper aimed to draw attention to agricultural advisors and researchers on the consequences of misnaming important agricultural plants in South Africa. In addition, it also aimed to rectify misperceptions regarding the naming of Chinese mustard and Chinese cabbage, two distinct species, rather than merely pointing out shortcomings in existing research. This is crucial in creating a precise and trustworthy knowledge base that agricultural advisors can utilise to educate and empower farmers. Drawing upon South African research, this review also clarified the path for future research related to B. juncea. Such clarity is essential for ensuring the reproducibility and applicability of future research findings and agricultural extension services. Although the cultivation of B. juncea is largely overshadowed by other leafy vegetables such as Swiss chard and cabbage, it is crucial to sustain research efforts into the medicinal value of B. juncea, an area that has been inadequately explored.
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Correspondence:
M. Fanadzo
Email: FanadzoM@cput.ac.za