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Winkler index
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The Winkler Index, sometimes known as the Winkler Scale or Winkler Regions, is a technique for classifying the climate of wine growing regions based on heat summation or growing degree-days. In the system, geographical areas are divided into five climate regions based on temperature converted to growing degree-days, and is commonly known as Regions I–V (see below). The system was developed at the University of California, Davis by A. J. Winkler and Maynard Amerine.[1][2]
The system
[edit]The system is based on both the hypothesis and observations that grapevines do not grow if the temperature is below 50 °F (10 °C).[2] Each day during the growing season are assigned growing degree-days according to the amount that the day's average temperature exceeds this threshold. This is assumed under the system to be April 1 through October 31 in the Northern Hemisphere, October 1 through April 30 in the Southern Hemisphere. One degree day per degree Fahrenheit over 50 °F, or with SI units, degrees Celsius over 10 °C is used.
Calculation of the Winkler Index
[edit]The Winkler Index, or Growing Degree Days (GDD), measures heat accumulation for vine growth during the growing season (spring and summer). It sums daily average temperatures above a base threshold of 10°C (50°F).[3]
Formula
[edit]
Where:
- : Maximum temperature on day ( d ).
- : Minimum temperature on day ( d ).
- : Base temperature, typically 10°C (50°F).
- If the result is negative, use 0 for that day.
- ( n ): Number of days in the growing season Northern Hemisphere.
Periods
[edit]- Northern Hemisphere: April 1 to October 31 (spring and summer).
- Southern Hemisphere: October 1 to April 30 (spring and summer).
Steps
[edit]- Collect daily maximum and minimum temperatures.
- Calculate daily average: .
- Subtract (50°F) or (10°C). If negative, record 0.
- Sum daily values over the period to get total GDD
All days during the growing season are then added up, all negative values are set to zero, with the sum of the growing degree-days used to determine the region's classification in the original Winkler index as follows:
| Region/class | °F units | °C units | General ripening capability and wine style |
|---|---|---|---|
| Region Ia | 1500–2000 | 850–1111 | Only very early ripening varieties achieve high quality, mostly hybrid grape varieties and some V. vinifera. |
| Region Ib | 2001–2500 | 1111–1389 | Only early ripening varieties achieve high quality, some hybrid grape varieties but mostly V. vinifera. |
| Region II | 2501–3000 | 1389–1667 | Early and mid-season table wine varieties will produce good quality wines. |
| Region III | 3001–3500 | 1668–1944 | Favorable for high production of standard to good quality table wines. |
| Region IV | 3501–4000 | 1945–2222 | Favorable for high production, but acceptable table wine quality at best. |
| Region V | 4001–4900 | 2223–2700 | Typically only suitable for extremely high production, fair quality table wine or table grape varieties destined for early season consumption are grown. |
The system was originally developed for and is used officially in California and was based on the general ripening capabilities and wine styles[1][2] that can be achieved in the climate due to heat accumulation (growing degree-days). The general ripening capabilities include hybrid grape varieties through early season, mid-season, and late season ripening V. Vinifera and even table grapes in the warmest areas of Region V. The general wine styles include lighter, more subtle wines with lower alcohol and brighter fruit aromas and flavors, including Champagne and other sparkling wines, found in cooler climates (Regions Ia, Ib, II and lower III) to bolder, bigger wines often with higher alcohol and lush, darker fruit aromas and flavors that are found in warmer climates (Region III, IV and V). Region V was stated as also having a tendency to be more suitable to higher production wines, Sherry and other fortified wines.[1][2]
One issue with the original work done by Amerine and Winkler[1] was that it did not specify a lower class limit for Region I (originally 2500 or less) or an upper class limit for Region V (originally 4000 or greater). Subsequent research[4][5] using high resolution spatial climate data identified these limits for California, Oregon, Washington and Idaho, along with Australia. The results provided a lower bound to Region I of 1500 °F units (850 °C units) and an upper bound to Region V of 4900 °F units (2700 °C units). Additional research in other wine regions found that Region I was best divided into a Region Ia (very early ripening varieties, mostly hybrid grapes) and Region Ib (early ripening varieties, mostly V. Vinifera).[6][7]
The Winkler Index is also widely used in many other growing regions in the United States, such as Oregon and Washington, along with Canada, South America, Australia, New Zealand, South Africa, and Europe. However, it is less widely used in Europe where the Huglin index[8] is favored. The Huglin index uses a similar formula but gives more weight to maximum temperatures and uses an adjustment for longer day lengths found at higher latitudes.[8] It is also functionally similar to growing season average temperatures (simple average of temperatures across the seven month growing season).[4][5][6]
Application
[edit]The table below provides examples of the ripening and wine style concept used in the application of the Winkler Index for numerous wine regions globally. Region Ia are the coolest areas with known regions including Champagne, Central Otago, and Valais. Region Ia also includes numerous newer regions growing grapes and making wine including southern England, areas in northern Europe, Nova Scotia, and southern areas of Chile and Argentina. Region Ia areas ripen a range of hybrid grapes and some very early ripening V. Vinifera.
Region Ib is slightly warmer, can ripen early varieties such as Chardonnay, Pinot noir, Sauvignon blanc or Riesling with characteristic locations within the Rhine and Mosel valleys, Burgundy and the Loire Valley, or the Willamette Valley in Oregon as good examples. Region II includes cooler locations within areas such as Bordeaux, Coonawarra, and Valle de Curicó in Chile. Warmer areas in these wine regions fall in a Winkler Region III as do much of the Northern Rhône, Rioja, Umbria, and the Margaret River.
Region IV includes portions of the Napa Valley, Stellenbosch, Corsica, Tuscany, and Alentejo where the warmer climates allow for the ripening of later varieties such as Cabernet sauvignon, Sangiovese, and Syrah. The warmest areas are found in Region V and include areas in the central valley of California, inland Australia and wine producing regions in Morocco, Madeira, Apulia, and Jerez.
| Country | Wine Region | City | GST (°F) | GDD (°F units) | Winkler Region |
|---|---|---|---|---|---|
| Argentina | Rio Negro | Bariloche | 55.6 | 1194 | Region Ia |
| Chile | Lake District | Puerto Montt | 55.8 | 1233 | Region Ia |
| Denmark | Aalborg | 55.8 | 1233 | Region Ia | |
| Washington | Puget Sound | Port Angeles | 56.1 | 1310 | Region Ia |
| Germany | Ruwer | Kasel | 56.9 | 1472 | Region Ia |
| Sweden | Gothenborg | 57.0 | 1502 | Region Ia | |
| England | Kent | East Malling | 57.3 | 1562 | Region Ia |
| Canada | Nova Scotia | Kentville | 57.4 | 1579 | Region Ia |
| Michigan | Leelanau Peninsula | Traverse City | 57.9 | 1695 | Region Ia |
| Australia | Tasmania | Launceston | 58.0 | 1709 | Region Ia |
| New Zealand | Central Otago | Queenstown | 58.1 | 1733 | Region Ia |
| Netherlands | Maastricht | 58.3 | 1772 | Region Ia | |
| France | Champagne | Reims | 58.4 | 1805 | Region Ia |
| Austria | Kremstal | Krems | 58.5 | 1821 | Region Ia |
| Poland | Lubuskie | Zielona Góra | 58.6 | 1849 | Region Ia |
| Switzerland | Valais | Sion | 58.7 | 1871 | Region Ia |
| England | Sussex | Eastbourne | 58.8 | 1887 | Region Ia |
| Canada | Okanagan Valley | Vernon | 59.0 | 1926 | Region Ia |
| Germany | Rhine Valley | Geisenheim | 59.4 | 2003 | Region Ib |
| New Zealand | Marlborough | Blenheim | 59.7 | 2075 | Region Ib |
| Canada | Niagara Peninsula | St. Catharines | 60.1 | 2152 | Region Ib |
| France | Burgundy | Dijon | 60.3 | 2196 | Region Ib |
| Spain | Ribera del Duero | Valladolid | 60.3 | 2211 | Region Ib |
| France | Alsace | Colmar | 60.4 | 2218 | Region Ib |
| Hungary | Tokaj | Tokaj | 60.4 | 2229 | Region Ib |
| Australia | Tasmania | Hobart | 60.4 | 2234 | Region Ib |
| Oregon | Willamette Valley | McMinnville | 60.6 | 2273 | Region Ib |
| Romania | Zeletin | Bacău | 60.7 | 2295 | Region Ib |
| California | Central Coast | Santa Maria | 60.7 | 2296 | Region Ib |
| France | Loire Valley | Nantes | 61.0 | 2355 | Region Ib |
| Germany | Baden | Freiburg | 61.2 | 2403 | Region Ib |
| France | Savoie | Chambéry | 61.5 | 2454 | Region Ib |
| Ukraine | Crimea | Simferopol | 61.7 | 2504 | Region II |
| Australia | Coonawarra | Coonawarra | 61.9 | 2553 | Region II |
| Spain | Rias Baixas | Vigo | 62.2 | 2619 | Region II |
| New Zealand | Hawke's Bay | Napier | 62.9 | 2768 | Region II |
| Australia | Adelaide Hills | Lenswood | 63.2 | 2817 | Region II |
| Portugal | Douro Valley | Vila Real | 63.4 | 2861 | Region II |
| Chile | Valle de Curicó | Curicó | 63.4 | 2864 | Region II |
| Italy | Piedmont | Torino | 63.8 | 2958 | Region II |
| France | Bordeaux | Merignac | 63.8 | 2961 | Region II |
| Washington | Columbia Valley | Prosser | 64.0 | 2993 | Region II |
| Italy | Alto Adige | Bolzano | 64.1 | 3016 | Region III |
| France | Northern Rhône | Valence | 64.1 | 3027 | Region III |
| Italy | Friuli | Udine | 64.4 | 3082 | Region III |
| Italy | Umbria | Perugia | 64.6 | 3132 | Region III |
| Spain | Rioja | Logrono | 64.8 | 3167 | Region III |
| California | Sonoma Valley | Sonoma | 64.9 | 3189 | Region III |
| Bulgaria | Thracian Valley | Plovdiv | 64.9 | 3192 | Region III |
| Russia | Krasnodar | Krasnodar Krai | 65.0 | 3219 | Region III |
| Australia | Yarra Valley | Healesville | 65.5 | 3325 | Region III |
| California | Mendocino | Ukiah | 65.8 | 3384 | Region III |
| Virginia | Monticello | Charlottesville | 66.1 | 3442 | Region III |
| Australia | Margaret River | Margaret River | 66.2 | 3472 | Region III |
| Italy | Verona | Verona | 66.4 | 3509 | Region IV |
| France | Languedoc | Béziers | 66.7 | 3577 | Region IV |
| California | Napa Valley | St Helena | 66.8 | 3601 | Region IV |
| California | Northern Sonoma | Healdsburg | 67.1 | 3650 | Region IV |
| France | Southern Rhône | Avignon | 67.4 | 3725 | Region IV |
| South Africa | Stellenbosch | Nietvoorbij | 67.5 | 3751 | Region IV |
| Australia | Barossa Valley | Nuriootpa | 67.6 | 3756 | Region IV |
| France | Roussillon | Perpignan | 67.6 | 3769 | Region IV |
| France | Corsica | Bastia | 67.6 | 3775 | Region IV |
| Spain | Catalunya | Reus | 68.0 | 3845 | Region IV |
| Portugal | Alentejo | Evora | 68.1 | 3874 | Region IV |
| Italy | Tuscany | Firenze | 68.3 | 3907 | Region IV |
| Portugal | Estremadura | Lisbon | 68.7 | 3995 | Region IV |
| California | Lodi | Lodi | 68.7 | 4005 | Region V |
| Japan | Yamanashi | Kofu | 69.3 | 4140 | Region V |
| Morocco | Meknes-Tafilalet | Meknes | 69.4 | 4149 | Region V |
| Portugal | Madeira | Funchal | 69.8 | 4243 | Region V |
| Italy | Apulia | Brindisi | 69.9 | 4250 | Region V |
| Greece | Patras | Patras | 70.1 | 4292 | Region V |
| Australia | Hunter Valley | Cessnock | 71.0 | 4497 | Region V |
| Spain | Jerez | Jerez de la Frontera | 71.4 | 4575 | Region V |
Issues and limitations
[edit]There are numerous issues and limitations associated with the use of growing degree-days. First, the Winkler index and its classification of climate regions by growing degree-days only describe one aspect of an area's climate—mean daily temperature. Many other important factors which contribute to a region's suitability for viticulture (and its terroir) are excluded; among them sun exposure, latitude, precipitation, soil conditions, and the risk of extreme weather which might damage grapevines (e.g., winter freezes, spring and fall frosts, hail, etc.).[7]
As originally developed the climates of California were defined for relatively large areas using only one or two climate stations. This macroscale approach will invariably not capture the microscale influences that are an important aspect of growing any crop. To address these issues research has been increasingly using spatial climate data to better depict within region and even within vineyard differences in climate[7] and therefore ripening and wine style potential.
To create spatially appropriate climate data, numerous stations and/or sensors are used to collect data which can then be interpolated over the landscape due to known interactions with elevation, aspect, slope, and distance to the coast or other water bodies using Geographic Information Systems (GIS).[11] Instead of depicting a region as all one Winkler region (Napa Valley AVA being a Region III for example), spatial data summaries[4] show the Napa Valley having a full range of Winkler regions, 12% a Region II, 56% a Region III, and 30% a Region IV (whereas the table above shows one station in Napa, St. Helena as being a Region IV).
Other significant differences exist depending on the time period of the data and formula used for calculating growing degree-days. First, to be comparable growing degree-day numbers from various sources need to come from the same time period.[4] Due to both a variable climate and climate change, a comparison of a ten-year period from the 1970s and the 2000s would be inappropriate as the variation and trends over time would make them incomparable. A sufficient time period is suggested to allow the averaging to smooth out some of the variability. The standard time period in use is the climatological normal period of 30 years,[12] however if 30 years of data is not available then at the minimum five years should be used.
However a five-year period is not directly comparable to a 30-year period. How data are averaged (i.e., hourly, daily, or monthly) is also very important. While weather stations today can average data to an hour, a minutes or even seconds, historical data used to calculate growing degree-days has been done mostly on daily or monthly averages (the table above was done using monthly climatological normals). Shorter term averaging to minutes, or more commonly hourly, arguably better reflects the true thermal effects on the crops, but will result in growing degree-day values that are lower than both daily and monthly.[4][13] Monthly averaged data can be very problematic as it can underestimate heat accumulation during the first and last months of the growing season. Therefore, it is paramount that one know the time period that the growing degree-day values are calculated from so as to be comparable.
The Winkler index uses the standard method of calculating growing degree-days in viticulture and is based on using a base temperature of 50 °F (10 °C) with no upper temperature cut-off. The first issue is that 50 °F (10 °C) is not likely the best base temperature even though it is the most commonly used value. Even the early research on this topic stressed that the base temperature threshold for accumulation for early versus late budding varieties is likely strongly cultivar specific.[1][2] Various research worldwide has pointed to base temperatures ranging from 39 to 45 °F (4 to 7 °C), but there has been little confirmation of these thresholds across numerous wine regions and for a wider range of varieties.[14]
At the other end of the formula, the calculation for growing degree-days used in viticulture and wine production does not normally use an upper cut-off. Conceptually an upper cut-off would be applied if the plant system stopped being photosynthetically active at some point due to heat stress from high temperatures. While this may be proven for some crops, there is not a universal number for an upper threshold for grapes so the majority of the published data for comparison purposes in viticulture and wine production does not limit maximum temperatures.[15] This issue is problematic because many weather stations today have integrated the corn growing degree-day method in their software. The corn growing degree-day method uses both a base temperature adjustment and an upper threshold,[16] neither of which are common in viticulture and wine production use, and can confound any comparison with published data using the simple average method.[4]
Furthermore, more complex climate indices have been introduced to address perceived shortcomings in the Winkler index including the Huglin Index,[8] the Biologically Effective Degree-Day Index,[17] and the Multicriteria Climatic Classification system (Geoviticulture MCC).[18] These indices attempt to account for day length and solar, frost, and drought variability that can be found in different locations. Each have been used in various research settings,[4] but have some limitations to the general user in that some variables needed to calculate the indices are not readily available from all weather/climate stations and/or to the general public.
Overall each of these issues needs to be carefully considered when comparing growing degree-day values from published data in magazines, books, scientific articles, and even from growers in the same region.
See also
[edit]Notes
[edit]- ^ a b c d e Amerine, M.A.; Winkler, A.J. (1944). "Composition and quality of musts and wines of California grapes". Hilgardia. 15 (6): 493–675. doi:10.3733/hilg.v15n06p493.
- ^ a b c d e Winkler, A.J.; et al. (1974). General viticulture. University of California Press. ISBN 978-0520025912.
- ^ Badr, G; Hoogenboom, G; Abouali, M; Moyer, M; Keller, M (2018-10-25). "Analysis of several bioclimatic indices for viticultural zoning in the Pacific Northwest". Climate Research. 76 (3): 203–223. doi:10.3354/cr01532. ISSN 0936-577X.
- ^ a b c d e f g Jones, G.V.; et al. (2010). "Spatial analysis of climate in winegrape growing regions in the western United States". American Journal of Enology and Viticulture. 61 (3): 313–326. doi:10.5344/ajev.2010.61.3.313. S2CID 93769404.
- ^ a b Hall, A.; Jones, G.V. (2010). "Spatial analysis of climate in winegrape-growing regions in Australia". Australian Journal of Grape and Wine Research. 16 (3): 389–404. doi:10.1111/j.1755-0238.2010.00100.x. ISSN 1755-0238.
- ^ a b Anderson, J.D.; Jones, G.V.; Tait, A.; Hall, A.; Trought, M.C.T. (2012). "Analysis of viticulture region climate structure and suitability in New Zealand". OENO One. 46 (3): 149–165. doi:10.20870/oeno-one.2012.46.3.1515. ISSN 2494-1271.
- ^ a b c Jones, G.V.; et al. (2012). Climate, Grapes, and Wine: Structure and Suitability in a Variable and Changing Climate, in The geography of wine : regions, terroir and techniques. Netherlands: Springer Press. pp. 109–133. ISBN 9789400704640. OCLC 771916683.
- ^ a b c Huglin, P. (1978). "Nouveau Mode d'Évaluation des Possibilités Héliothermiques d'un Milieu Viticole". C.R. Acad. Agr. France. 64: 1117–1126.
- ^ Robinson, Jancis; Johnson, Hugh (2013). The World Atlas of Wine. United Kingdom: Mitchell Beazley. ISBN 9781845336899. OCLC 859400304.
- ^ Jones, G.V.; Schultz, H.R. (2016). "Climate change and emerging cool climate wine regions". Wine & Viticulture Journal. 31 (6): 51–53.
- ^ Daly, C.; Halbleib, M.; Smith, J.I.; Gibson, W.P.; Doggett, M.K.; Taylor, G.H.; Curtis, J.; Pasteris, P.P. (2008). "Physiographically sensitive mapping of climatological temperature and precipitation across the conterminous United States". International Journal of Climatology. 28 (15): 2031–2064. Bibcode:2008IJCli..28.2031D. doi:10.1002/joc.1688. ISSN 1097-0088. S2CID 17681312.
- ^ National Weather Service, US Department of Commerce, NOAA, National Weather. "About Climate Normals". www.weather.gov. Retrieved 2017-01-04.
{{cite web}}: CS1 maint: multiple names: authors list (link) - ^ Battany, M. (2009). "Improving degree-day calculations". Practical Winery Vineyard. May/June: 25–26.
- ^ Garcia de Cortázar-Atauri, I.; Brisson, N.; Gaudillere, J.P. (2009). "Performance of several models for predicting budburst date of grapevine (Vitis vinifera L.)". International Journal of Biometeorology. 53 (4): 317–326. Bibcode:2009IJBm...53..317G. doi:10.1007/s00484-009-0217-4. ISSN 0020-7128. PMID 19280231. S2CID 25168485.
- ^ Jackson, R.S. (2000). Wine science : principles, practice, perception. San Diego: Academic Press. ISBN 978-0123790620. OCLC 162129379.
- ^ "NDAWN Corn Growing Degree Days Information". ndawn.ndsu.nodak.edu. Retrieved 2017-01-04.
- ^ Gladstones, J.S. (1992). Viticulture and Environment. Winetitles. ISBN 9781875130122. OCLC 38326786.
- ^ Tonietto, J.; Carbonneau, A. (2004). "A multicriteria climatic classification system for grape-growing regions worldwide". Agricultural and Forest Meteorology. 124 (1–2): 81–97. Bibcode:2004AgFM..124...81T. doi:10.1016/j.agrformet.2003.06.001. S2CID 86709875.
Further reading
[edit]- Amerine, M.A. & Winkler, A.T. (1944). "Composition and quality of musts and wines of California grapes". Hilgardia. 15 (6): 493–673. doi:10.3733/hilg.v15n06p493.
- "Climate regions of California". the wine lover's companion (online). Epicurious.
- Ron Herbst & Sharon Tyler Herbst (2003). The Wine Lover's Companion (2nd ed.). Barron's Educational Series. ISBN 978-0-7641-2003-9.
- Winkler AJ, Cook JA, Kliere WM, Lider LA (1974). General Viticulture (2nd ed.). University of California Press. ISBN 978-0-520-02591-2.
- "Ballarat's climate". Ballarat Wineries home page. Ballarat Wineries.
- Gladstones J. (January 2000). "Past and Future Climatic Indices for Viticulture.". 5th International Symposium for Cool Climate Viticulture and Oenology. Melbourne, Australia.
- Jones, G.V., Reid, R., and A. Vilks (2012). Climate, Grapes, and Wine: Structure and Suitability in a Variable and Changing Climate pp 109–133 in The Geography of Wine: Regions, Terroir, and Techniques, edited by P. Dougherty. Springer Press, 255 pp. ISBN 9789400704640
Winkler index
View on Grokipedia- Region I (851–1,389 °C-days): Cool climates for early-ripening whites like Chardonnay and Riesling.
- Region II (1,390–1,667 °C-days): Moderate for Pinot Noir and Cabernet Sauvignon.
- Region III (1,668–1,944 °C-days): Warmer for Merlot and Syrah.
- Region IV (1,945–2,222 °C-days): Hot for Grenache and Mourvèdre.
- Region V (≥2,223 °C-days): Very hot for late-ripening reds like Zinfandel.
Climates below 850 °C-days are deemed too cold, and above 2,700 °C-days too hot for quality viticulture.[1] Originally tailored to California, it has influenced global wine region zoning, from Napa Valley (historically Region II, now shifting to III/IV due to warming) to areas in Italy and Australia.[2][4]
History and Development
Origins in California Viticulture
The Winkler index was developed in 1944 by Albert J. Winkler and Maynard A. Amerine, professors at the University of California, Davis, as a scientific tool to evaluate the suitability of diverse grape-growing regions for specific wine grape varieties.[5] Their work emerged in the aftermath of Prohibition's repeal in 1933, when California's wine industry faced the challenge of rebuilding after nearly 14 years of legal suppression that had devastated vineyards and shifted production toward table grapes and juice.[6] Winkler, who had joined UC Davis in 1921 and become department chair in 1935, collaborated with Amerine, a recent enology faculty member, to address the need for empirical guidance in viticultural practices amid the state's varied Mediterranean climates.[6] The motivation stemmed from extensive replanting efforts in the 1930s and 1940s, as growers replaced phylloxera-damaged and Prohibition-era plantings with premium wine grape varietals to elevate California's wine quality and compete internationally.[5] During Prohibition, vineyard acreage had ballooned to over 650,000 acres by 1927, largely for non-wine uses, but post-repeal economics and disease pressures necessitated targeted replanting with varieties suited to local conditions.[6] UC Davis initiated wine production experiments in 1935 to support industry recovery, collecting grapes from across the state to analyze environmental influences on composition and quality, laying the groundwork for a climate-based classification system.[6] This initial framework was detailed in their seminal 1944 publication in the journal Hilgardia, titled "Composition and Quality of Musts and Wines of California Grapes," which introduced heat summation—measured as degree-days above 50°F (10°C) from April 1 to October 31—as a predictor of grape ripening potential and varietal performance.[5] The paper emphasized how accumulated heat units could delineate climatic zones, enabling growers to match varieties to regions for optimal maturity and wine styles, from dry table wines in cooler areas to fortified wines in hotter ones.[5] Early testing involved sampling musts and producing experimental wines from varietals such as Zinfandel and Chardonnay across key regions, including Napa and Sonoma, to correlate climatic data with sensory and chemical outcomes from 1935 to 1941.[5] These trials, conducted in collaboration with growers and using small-batch fermentations, demonstrated Zinfandel's adaptability in warmer zones for robust reds and Chardonnay's potential in moderate climates for elegant whites, informing the index's practical application in regional planning.[5]Key Refinements and Publications
The seminal publication "General Viticulture" (1974), authored by Winkler, Cook, Kliewer, and Lider, compiled and standardized these refinements, providing a comprehensive framework that became a cornerstone for viticultural education and regional classification worldwide. The book emphasized practical applications derived from decades of research at the University of California, Davis.[7] These developments facilitated the index's early adoption beyond California, notably in Oregon and Washington, where it was applied to map American Viticultural Areas (AVAs) and guide grape variety selection in the Pacific Northwest's cooler climates during the 1970s expansion of viticulture.[8]Core Methodology
Growing Degree-Day Concept
The growing degree-day (GDD) concept serves as the foundational metric for the Winkler index, quantifying the accumulation of heat units essential for grapevine development across key phenological stages, from budburst through flowering, veraison, and ripening to harvest. This approach measures the thermal time required to drive physiological processes in Vitis vinifera, recognizing that grapevine growth and maturation are primarily temperature-dependent rather than calendar-driven. By summing heat units over the growing season, GDD provides a standardized way to assess climatic suitability for viticulture, enabling comparisons of regions based on their capacity to support vine progression toward optimal fruit quality. Biologically, grapevines exhibit negligible growth below a base temperature of 10°C (50°F), as metabolic processes such as cell division, photosynthesis, and sugar accumulation effectively halt at this threshold, a principle derived from empirical observations of vine dormancy and reactivation in cooler conditions. Above this base, each increment of temperature contributes proportionally to developmental rate, with heat units accumulating only when daily means exceed 10°C; days below this level contribute zero units, reflecting the vine's physiological dormancy. This base temperature threshold is rooted in the plant's evolutionary adaptation to temperate climates, where insufficient warmth delays phenological events and risks incomplete ripening, underscoring GDD's alignment with the biological imperatives of grapevine ontogeny.[9] The standard growing period for GDD calculation spans 214 days in the Northern Hemisphere, from April 1 to October 31, encompassing the active growth phase from budbreak to harvest in most mid-latitude vineyards. In the Southern Hemisphere, this period shifts to October 1 through April 30 to account for reversed seasons, ensuring the index captures the full thermal window relevant to local phenology. Unlike simple seasonal temperature averages, which can be skewed by cold snaps or non-growing periods, GDD emphasizes daily thermal contributions by integrating fluctuations in maximum and minimum temperatures while excluding sub-base conditions, thus providing a more precise proxy for effective heat accumulation driving vine maturation.Calculation Process and Formula
The Winkler index, also known as the heat summation index, is computed as the cumulative sum of growing degree-days (GDD) over the grapevine growing season, typically spanning from April 1 to October 31 in the Northern Hemisphere, which encompasses approximately 214 days. This summation quantifies the heat available for vine development by aggregating daily contributions above a biological base temperature threshold. The core formula for the Winkler index (Wi) is given by: where and are the daily maximum and minimum air temperatures in degrees Fahrenheit for day , and F (equivalent to 10°C) is the base temperature below which no heat accumulation is assumed to contribute to growth. If the average daily temperature falls below , the daily GDD value is set to zero; otherwise, it represents the excess heat units. This method was originally developed by Amerine and Winkler to standardize climate assessment for California viticulture using readily available temperature data. Daily temperature data are sourced from ground-level weather stations, with long-term averages—such as 30-year climatological normals—preferred to mitigate interannual variability and provide reliable regional classifications. These records ensure the index reflects consistent climatic patterns rather than short-term anomalies, drawing from established meteorological networks like those maintained by the National Weather Service. Although the index was formulated in Fahrenheit for alignment with U.S. observational practices, it can be converted to Celsius units for international applications, where , preserving the proportional heat summation without altering the base threshold equivalence. This conversion maintains historical consistency in °F for comparisons with original Winkler regions while facilitating use in metric-based systems. For illustration, consider a day with C (77°F) and C (59°F), yielding an average of 20°C (68°F). The daily GDD is then °F units, or equivalently 10°C units after conversion, contributing directly to the seasonal total. Such stepwise accumulation allows viticulturists to derive the full index value, which then informs preliminary climate zoning.Defined Climate Regions
The Winkler index classifies wine-growing climates into five primary regions (with Region I subdivided into Ia and Ib) based on the accumulation of growing degree-days (GDD) during the typical seven-month growing season from April to October, using a base temperature of 50°F (10°C). The original classification did not subdivide Region I; the split into Ia and Ib was introduced later to distinguish very cool climates suitable for hybrids (Ia) from those for early V. vinifera (Ib).[10] These regions reflect varying levels of heat summation that influence grape ripening potential, varietal suitability, and resulting wine styles, with cooler regions favoring acidity-driven whites and sparkling wines, and warmer ones supporting fuller-bodied reds or sweeter styles.[11] Region Ia encompasses the coolest climates, with 1,500 to 2,000 °F-days (850 to 1,111 °C-days), where only very early-ripening varieties such as certain hybrids or Pinot Noir can achieve maturity, often producing high-acidity grapes ideal for sparkling wines.[11] Region Ib includes slightly warmer conditions of 2,001 to 2,500 °F-days (1,111 to 1,389 °C-days), supporting early-ripening Vitis vinifera varieties like Chardonnay for crisp white wines.[11] Region II covers mid-range heat summation from 2,501 to 3,000 °F-days (1,389 to 1,667 °C-days), suitable for mid-season varieties such as Cabernet Sauvignon, enabling balanced table wines with good structure.[11] Region III, with 3,001 to 3,500 °F-days (1,667 to 1,944 °C-days), allows full ripening of premium red varieties, yielding high-quality table wines noted for depth and complexity.[11] Warmer Region IV spans 3,501 to 4,000 °F-days (1,944 to 2,222 °C-days), where heat supports higher yields but may compromise finesse, resulting in robust table wines.[11] Region V, the hottest at 4,001 to 4,900 °F-days (2,223 to 2,700 °C-days), favors production of sweet or fortified wines in hot climates, though accumulations exceeding 4,900 °F-days (2,700 °C-days) generally render areas unsuitable for quality vinifera viticulture due to over-ripening and loss of varietal character.[11]| Region | GDD Range (°F-days) | GDD Range (°C-days) | General Wine Style Implications |
|---|---|---|---|
| Ia | 1,500–2,000 | 850–1,111 | Sparkling wines from very early varieties (e.g., Pinot Noir) |
| Ib | 2,001–2,500 | 1,111–1,389 | Crisp whites from early varieties (e.g., Chardonnay) |
| II | 2,501–3,000 | 1,389–1,667 | Balanced table wines from mid-season varieties (e.g., Cabernet Sauvignon) |
| III | 3,001–3,500 | 1,667–1,944 | Premium reds with depth and structure |
| IV | 3,501–4,000 | 1,944–2,222 | Robust, high-yield table wines |
| V | 4,001–4,900 | 2,223–2,700 | Sweet or fortified wines; >4,900 unsuitable for quality vinifera |
