The Nuances of Plant Disease Severity Estimation Using Quantitative Ordinal Scales—Lessons Learned over Four Decades

Abstract

We revisit the foundations of the Horsfall-Barratt (HB) scale, a widely cited and applied plant disease visual assessment tool introduced in 1945, a full 37 years prior to T. T. Hebert's 1982 critique that raised concerns regarding the scale's rationale, particularly its reliance on the Weber-Fechner law and visual perception assumptions. Although use of the HB scale and similar ordinal scales persists, comprehensive studies have revealed that direct visual estimation using percentage scales often proves more accurate and reliable. Challenges remain, such as biases due to estimator subjectivity and the potential for misclassification. The logarithmic assumptions of the HB scale have been debunked, and the importance of choosing appropriate interval sizes and numbers of classes in developing ordinal scales is emphasized. Analyzing ordinal scale data appropriately is crucial, and recent advances offer promising methods that reduce type II error rates. The closely related disease severity index is noted to have its shortcomings and potential for misuse. The letter underscores the need for continuous refinement and critical evaluation of disease assessment methodologies.

Plant phenotyping relevance

植物病害の重症度を評価する視覚スケールについて、その原理・精度・信頼性・バイアス・解析方法を批判的に検討しており、植物状態の測定法が中心です。

Code and data availability

This is a Letter to the Editor reviewing the Horsfall-Barratt scale literature; it presents no new phenotype datasets, images, sensor data, analysis code, or models of its own. The only public resource mentioned, the online book 'R for Plant Disease Epidemiology' (http://r4pde.net), is cited prior/related work by an co

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