We have plenty of threads on specific trees, materials, and techniques, but not a general guide for the beginner to learn the basics that I am aware of. I am currently that beginner, so I hope this inspires others to try their hand at grafting and offers the tools and technology to be successful once proper techniques are developed. I will be linking other posts I’ve bookmarked and linking outside articles that have helped me to develop an understanding of the processes along the way, both biological for the tree, and the actual techniques our members utilize to achieve a successful outcome.
Terminology overview
This very helpful article by Flowers By the Sea Nursery has great definitions for plant Patent, trademark, cultivar, variety and some history of plant patents.
It is illegal to sell or propagate any cultivar under patent protection (a 20 year period from the time of filing in the USA) without prior consent from the patent holder (usually a small royalty fee is given to the patent holder). Some people /nurseries are EXTREMELY protective of their patents (search for club apples) and other people just ask you for a dollar per tree:
https://growingfruit.org/t/pawpaw-scions/20844?u=disc4tw
An important note on patents- At the time of this writing they are not enforceable across country lines. If you are in Canada you can propagate USA patented plant material to your hearts content, as long as a patent wasn’t ALSO made for your home country too (and vice-versa). PLEASE do your due diligence regarding patent legality. Lots of hard work went into developing cultivars for all of us to enjoy. Trademark laws are, to my knowledge, enforceable across country lines.
It IS legal to propagate trademarked cultivars as long as you are not selling them for profit under the trademarked name. Trademarks can be maintained indefinitely, unlike patents which expire. Sometimes the entity which trademarked the name uses the common name of the cultivar, which can cause further problems and confusion First Name Given for Autumn Brilliance Serviceberry
Another common example is Pink Lady™, the same tree as Cripps Pink apple.
Scion - cutting from a tree which contains vegetative buds used to graft a desired “clone” of the parent tree. Usually the best scions have newer vegetative (not flower) buds which can easily be propagated
Cutting - a branch of a tree, shrub, or vine which is capable of producing asexually by rooting
Rooting - The process of callous forming within the cambium layer of a cutting which when successful results in the formation of a new root structure (and consequently a “new” plant
Cambium - The actively dividing and growing cell layer of a tree (there are exceptions to this) right underneath the outer bark
Rootstock - Usually a seedling of lesser quality fruit, used to graft a higher quality variety above ground. Many rootstocks are also propagated clonally based on desirable characteristics (disease resistance etc)
Grafting- the process of splicing two pieces of living compatible trees together at the cambium layer to create one new, improved tree
Bench graft - A rootstock with one or two buds of an improved variety, the least expensive option both in time commitment and financially. However, this graft will take the longest time to produce fruit. Another benefit to a bench graft is the ability to train to a certain form from the start (espalier, Belgian fence, central leader, modified central leader, open center, etc).
Interstem - An additional small section of scion (usually placed without the intention of developing buds) which can either provide graft compatibility between more distantly related rootstock /scion combinations, or may provide another desired quality (such as grafting a section of dwarfing interstem between a semi-dwarf rootstock and a vigorous scion to slow down the growth of the scion; Think M111 (semi-dwarf) apple rootstock > Bud 9 (dwarf) >Wolf River (vigorous) scion. In this case M111 would provide a healthy large root system and Bud 9 would even out the high vigor of Wolf River (if that is a desirable use case).
Top Work (graft)- Cutting off the top of a developed tree and placing scions on the new, much larger rootstock via grafting
Chip Bud- grafting a single bud along the bark of another tree
Whip and tongue (WT) graft - typically performed on similar sized rootstock /scion combos and is known as a sturdy and reliable graft for many fruit species
Bark graft- A scion is placed within a hollowed out section of bark, usually a much larger size than the scion
Cleft graft- a simple graft which is used for a larger rootstock and smaller scion to maximize cambium contact with a “V” shaped notch What Does Grafting Mean When It Comes to Plants?
There are many other types of grafts, if you have one to add please let me know. This seemed like a good beginner list though.
-Am I legally allowed to graft?
ABSOLUTELY! As long as you are not infringing on patent protected plants, go for it! However, before grafting wild trees, check local laws and regulations on whether it is legal in your area (or maybe just frowned upon). For home or personal use, graft to your hearts content. As mentioned above, you cannot legally sell trademarked varieties without permission, or you may sell it under another name.
-How does grafting work exactly?
Grafting, simply put, is the combining of the cambium tissue of the scion and rootstock materials to form one tree. The cambium layer is VERY THIN, only a few cells thick, so lining up the bark of each respective piece is critical. As long as one part of the cambium makes enough contact, the graft will take and form a new tree.
-Should I graft; or propagate a cutting?
Good question! It depends on a multitude of factors. Some species are easier to root cuttings (pear) than others (pawpaw) but some people prefer different characteristics afforded by certain rootstocks. These can be disease resistance, dwarfing, increasing vigor, or many other factors. My advice is to make a plan before making a decision on if/ what to graft and where you decide to put the tree will determine the vigor, cultivar etc.
-Tools and accessories
Grafting is an art. It takes practice to get good at it, and some species are more forgiving than others. The standard tool is a knife and a good sharpening stone.
Based on my understanding, ease of grafts taking for selected cultivar groups are as follows:
Easiest: Apple, Pear
Medium: Cherry, Citrus, Jujube, Plum Pluot
Hard: Pawpaw, Persimmon
Hardest: Chestnut, Heartnut, Pecan, Walnut, Peach
I am not sure about: medlar, quince, mulberry, che, avocado, banana or others (please let me know and I can edit to place these in the correct level of difficulty).
Here is a discussion about the importance of sharp grafting knives
Some people use a cheap utility knife with replaceable blades (always sharp!) and others use a cheap sturdy Swiss Army knife. You probably have something around the house that will work great once it is sharpened properly.
The long and short of it is that higher price doesn’t mean you will have better results, but a quality knife should last a lifetime if properly cared for. Practice makes perfect, and wear a glove! This guy has a great setup. Ignore his first attempt, skip to the second one for a good Whip and Tongue demonstration using his tool safely with a glove and duct tape for protection: https://youtu.be/Nf3alrubsvA
Alternatively to knives, other options exist like this Craftsman utility cutter (available used on ebay)
And tools built specifically for grafting (I recommend the zenport style on a budget as modified by @Barkslip in the following post)
Also see the following for bench grafts and bare root if you want the highest possible likelihood of your grafts taking
Obviously a hot callus pipe can only be used on trees not yet in ground unless you get very creative with the concept.
-Techniques for grafting
Many techniques were defined above.
@SkillCult has a great YouTube series on grafting that goes into more detail than my post and has good instructions on various techniques. https://youtube.com/playlist?list=PL60FnyEY-eJAWNlofdsx0G81aycmAW1U8
Other great resources exist as @Hillbillyhort and @mamuang have shared with me!
-How to seal a graft (grafting tape)
There appear to be two primary reasons for wrapping a graft. The first is to seal it from the elements and protect the graft union from rainwater etc. The second reason is structural stability while the graft union heals to prevent any birds, wind, deer, or other factors from breaking the scion from the tree. For both of these, there are a multitude of products as well as DIY solutions available.
It seems based on all of the discussions I’ve read on the subject, that the hierarchy is approximately as follows for graft sealing quality /ease of use: plastic bread bags cut in strips> cheap plastic rolls (nylon?, not very stretchy but still available) > parafilm (grafting specific) >parafilm M (medical, higher quality) >buddy tape (perforated or non, your preference). Using melted wax fits somewhere up top as well
This appears to be a “you get what you pay for” item, with buddy tape being the most expensive but best available option for protecting graft unions from drying out. Reviews of grafting designated parafilm indicate it is not as strong or long lasting as the stuff actually made for medical use (but both work!) I see it as worth it to get the better tape (and I did) because the 6 cents versus 3 cents per graft is negligible compared to the cost of scions and rootstock
Also related - securing scions follows a similar trend. I’ve seen people try using masking tape /painters tape> regular electrical tape> rubber bands> 3M Temflex 2155 rubber splicing tape (I bought at home depot, $2.68/roll) and budding strips, which are a thinner, wider, more stretchable rubber band. I’ve been gifted some budding strips to try and the jury is still out until I try a few more grafts as to whether I prefer temflex or budding strips. I think for small scions using the zenport style tool, I’ll end up preferring budding strips but possibly preferring temflex for any larger caliper trees for top grafting . Temflex sticks to itself lightly, which is good and bad depending on the circumstances. It can also be cut down the middle if you prefer a thinner strip to work with,
3M 3/4 in. x 22 ft. Temflex Splicing Tape, Black
https://www.homedepot.com/p/3M-3-4-in-x-22-ft-Temflex-Splicing-Tape-Black-2155/202195401
And the budding strips:
If anyone sees any glaring discrepancies or misinformation, please let me know and I will make edits. Also if you have other species to add to the “grafting difficulty level” section, please let me know!