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m This entry needs some updating as there is more recent research and more information on application and limitations.
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This is a substantial rewrite to the entry. First, the entry should be retitled to Winkler Index. This is not universally known as the 'Winkler Scale's so is not clear to many readers. Numerous citations have been added as has a large table of examples.
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{{more footnotes|date=March 2013}}
{{more footnotes|date=March 2013}}
The '''Winkler Index''', sometimes known as the '''Regions''', is a technique for classifying the [[climate]] of [[wine]] [[growing region]]s based on heat summation or growing degree-days.<ref>[http://www.winewisdom.com/articles/facts-and-figures/winklers-climate-regions/ "Winkler’s climate regions"] ''Wine Wisdom''. Retrieved 2015-3-30.</ref> In the system, geographical areas are divided into five climate regions based on temperature, known as '''Regions I&ndash;V'''. The system was developed at the [[University of California, Davis]] by [[A. J. Winkler]] and [[Maynard Amerine]].<ref>[http://www.plantsciences.ucdavis.edu/plantsciences_Faculty/Bloom/CAMEL/WineClimate.ppt "Wine Climate"] UC-Davis Department of Plant Sciences. Retrieved 2015-3-30.</ref>
The '''Winkler Index''', sometimes known as the '''Winkler Scale''' or '''Winkler''' '''Regions''', is a technique for classifying the [[climate]] of [[wine]] [[growing region]]s based on heat summation or [[growing degree-day]]<nowiki/>s. In the system, geographical areas are divided into five climate regions based on temperature converted to [[growing degree-day]]<nowiki/>s, 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]]<ref name=":0">{{Cite journal|last=Amerine|first=M.A.|last2=Winkler|first2=A.J.|year=1944|title=Composition and quality of musts and wines of California grapes|url=|journal=Hilgardia|volume=15|pages=493-675|via=}}</ref>,<ref name=":1">{{Cite book|title=General viticulture|last=Winkler|first=A.J., et al|publisher=University of California Press|year=1974|isbn=0520025911|location=|pages=|quote=|via=}}</ref>.


==The system==
==The system==
The system is based on the hypothesis that [[grapes|grapevines]] do not grow if the temperature is below 50&nbsp;°F&nbsp;(10&nbsp;°C). Days in the growing region (assumed under the system to be April 1 through October 31 in the [[Northern Hemisphere]]; October 1 through April 30 in the [[Southern Hemisphere]]) are assigned degree days according to the amount that the day's average temperature exceeds this threshold; one degree day per degree [[Fahrenheit]] over 50&nbsp;°F. In places where [[SI]] units are preferred, degrees [[Celsius]] over 10&nbsp;°C may be used, but should be multiplied by 1.8 to convert to Fahrenheit degree days for the following list. All days in the locale are then added up, with the sum used to determine the region's classification as follows:
The system is based on both the hypothesis and observations that [[Grapes|grapevines]] do not grow if the temperature is below 50°F (10°C)<ref name=":1" />. Each day during the growing season (assumed under the system to be April 1 through October 31 in the [[Northern Hemisphere]]; October 1 through April 30 in the [[Southern Hemisphere]]) are assigned [[growing degree-day]]<nowiki/>s according to the amount that the day's average temperature exceeds this threshold; one degree day per degree [[Fahrenheit]] over 50°F (or with [[SI]] units, degrees [[Celsius]] over 10°C is used). All days during the growing season are then added up (all negative values are set to zero), with the sum of the [[growing degree-day]]<nowiki/>s used to determine the region's classification in the original '''Winkler Index''' as follows:
{| class="wikitable"
|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 ''[[Vitis vinifera|V. vinifera]]''.
|-
|Region Ib
|2000-2500
|1111-1389
|Only early ripening varieties achieve high quality, some [[hybrid grape]] varieties but mostly ''[[V. vinifera]]''.
|-
|Region II
|2500-3000
|1389-1667
|Early and mid-season table wine varieties will produce good quality wines.
|-
|Region III
|3000-3500
|1667-1944
|Favorable for high production of standard to good quality table wines.
|-
|Region IV
|3500-4000
|1944-2222
|Favorable for high production, but acceptable table wine quality at best.
|-
|Region V
|4000-4900
|2222-2700
|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<ref name=":0" /><ref name=":1" /> that can be achieved in the climate due to heat accumulation ([[growing degree-day]]<nowiki/>s). The general ripening capabilities include [[hybrid grape]] varieties through early season, mid-season, and late season ripening [[Vitis vinifera|V. Vinifera]] and even [[Table grape|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 state as also having a tendency to be more suitable to higher production wines, [[Sherry]] and other [[Fortified wine|fortified wines]]<ref name=":0" /><ref name=":1" />.


One issue with the original work done by Amerine and Winkler<ref name=":0" /> 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<ref name=":2">{{Cite journal|last=Jones|first=G.V., et al.|year=2010|title=Spatial analysis of climate in winegrape growing regions in the western United States|url=|journal=American Journal of Enology and Viticulture|volume=61(3)|pages=313-326|via=}}</ref><ref name=":3">{{Cite journal|last=Hall|first=A.|last2=Jones|first2=G.V.|date=|year=2010|title=Spatial analysis of climate in winegrape-growing regions in Australia|url=http://onlinelibrary.wiley.com/doi/10.1111/j.1755-0238.2010.00100.x/abstract|journal=Australian Journal of Grape and Wine Research|language=en|volume=16|issue=3|pages=389–404|doi=10.1111/j.1755-0238.2010.00100.x|issn=1755-0238|via=}}</ref> 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). Furthermore, additional research in other wine regions found that Region I was best divided into a Region Ia (very early ripening varieties, mostly [[Hybrid grape|hybrid grapes]]) and Region Ib (early ripening varieties, mostly [[Vitis vinifera|''V. Vinifera'']])<ref name=":4">{{Cite journal|last=Anderson|first=J.D.|last2=Jones|first2=G.V.|last3=Tait|first3=A.|last4=Hall|first4=A.|last5=Trought|first5=M.C.T.|date=|year=2012|title=Analysis of viticulture region climate structure and suitability in New Zealand|url=http://oeno-one.eu/article/view/1515|journal=OENO One|language=en|volume=46|issue=3|pages=149–165|doi=10.20870/oeno-one.2012.46.3.1515|issn=2494-1271|via=}}</ref><ref name=":5">{{Cite book|url=https://www.worldcat.org/oclc/771916683|title=Climate, Grapes, and Wine: Structure and Suitability in a Variable and Changing Climate, in The geography of wine : regions, terroir and techniques|last=Jones|first=G.V., et al.|publisher=Springer Press|year=2012|isbn=9789400704640|location=Netherlands|pages=109-133|oclc=771916683|quote=|via=}}</ref>.
* 2,500 degree days or less: Region I
* 2,501&ndash;3,000 degree days: Region II
* 3,001&ndash;3,500 degree days: Region III
* 3,501&ndash;4,000 degree days: Region IV
* Greater than 4,000 degree days: Region V


The '''Winkler Index''' is also widely used in many other growing regions in the [[United States]], such as [[Oregon]] and [[Washington (state)|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<ref name=":6">{{Cite journal|last=Huglin|first=P.|year=1978|title=Nouveau Mode d’Évaluation des Possibilités Héliothermiques d’un Milieu Viticole|url=|journal=C.R. Acad. Agr. France|volume=64|pages=1117-1126|via=}}</ref> 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<ref name=":6" />. It is also functionally similar to growing season average temperatures (simple average of temperatures across the seven month [[Annual growth cycle of grapevines|growing season]])<ref name=":2" /><ref name=":3" /><ref name=":4" />.
The system is used officially in [[California]], and other [[United States]] growing regions such as [[Oregon]] and [[Washington (state)|Washington]]. It is less widely used elsewhere; however degree days can be computed for any location for which detailed climate data is available.


==Application==
==Application==
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 wine region|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 wine|Nova Scotia]], and southern areas of [[Chile]] and [[Argentina]]. Region Ia areas ripen a range of [[Hybrid grape|hybrid grapes]] and some very early ripening ''[[Vitis vinifera|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 (wine region)|Mosel]] valleys, [[Burgundy]] and the [[Loire Valley]], or the [[Willamette Valley AVA|Willamette Valley]] in [[Oregon]] as good examples. Region II includes cooler locations within areas such as [[Bordeaux]], [[Coonawarra wine region|Coonawarra]], and Valle de Curicó in [[Chile]]. Warmer areas in these wine regions fall in a Winkler Region III as do much of the [[Rhône wine|Northern Rhône]], [[Rioja (wine)|Rioja]], [[Umbria]], and the [[Margaret River (wine region)|Margaret River]]. Region IV includes portions of the [[Napa Valley AVA|Napa Valley]], [[Stellenbosch]], [[Corsica]], [[Tuscany]], and [[Alentejo]] where the warmer climates allow for the ripening of later varieties such as [[Cabernet Sauvignon|Cabernet sauvignon]], [[Sangiovese]], and [[Syrah]]. The warmest areas are found in Region V and include areas in the [[Central Valley (California)|central valley of California]], inland [[Australia]] and wine producing regions in [[Morocco]], [[Madeira]], [[Apulia]], and [[Jerez de la Frontera|Jerez]]. 
Different [[Variety (botany)|varieties]] of grapes are generally considered to thrive best in certain climate regions. Region I, the coolest, is similar to [[Côte d'Or (escarpment)|Côte d'Or]] and [[Champagne (region)|Champagne]], the [[Rhine]], or the [[Willamette Valley AVA|Willamette Valley]] in [[Oregon]]; it is well-suited to growing [[Chardonnay]], [[Pinot noir]], or [[Riesling]]. Region II is similar to [[Bordeaux]]. Suitable varietals include the Region I wines, plus [[Cabernet Sauvignon]], [[Sauvignon blanc]], [[Cabernet Franc]] and [[Merlot]]. Region III is similar to the [[Rhône (wine region)|Rhône]], and is best suited to Sauvignon blanc, [[Sémillon]], [[Syrah]] or [[Zinfandel]]. Regions IV and V do not correspond to any growing region in [[France]]; the former is similar to [[Spain]], and is well-suited to [[Port (wine)|Port]] and [[Barbera]]. Region V is similar to [[North Africa]], and is best suited to wines like [[Muscat (grape and wine)|Muscat]] or varieties like [[Verdelho]].
{| class="wikitable"
|+Table of wine regions in various countries worldwide. The city represents the location of the weather station that was used to calculate the growing season average temperatures (GST) and [[growing degree-day]]<nowiki/>s for classifying into Winkler Regions. The data represent either the 1981-2010 [[climatological normal]]<nowiki/>s or period of record for that station. Data come from the [[The World Atlas of Wine|World Atlas of Wine]]<ref>{{Cite book|url=https://www.worldcat.org/oclc/859400304|title=The World Atlas of Wine|last=Robinson|first=Jancis|last2=Johnson|first2=Hugh|publisher=Mitchell Beazley|year=2013|isbn=9781845336899|location=United Kingdom|pages=|oclc=859400304|quote=|via=}}</ref> and a publication<ref>{{Cite journal|last=Jones|first=G.V.|last2=Schultz|first2=H.R.|year=2016|title=Climate change and emerging cool climate wine regions|url=|journal=Wine & Viticulture Journal|volume=31(6)|pages=51-53|via=}}</ref> on cool climate regions from the International Cool Climate Symposium (http://www.iccws2016.com/).
|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 Angles
|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. Catherines
|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
|Chambery
|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
|Beziers
|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
|-
|Argentina
|Cuyo Valley
|Mendoza
|71.6
|4614
|Region V
|}


==Issues and limitations==
California has growing regions which lie in all five regions; from [[North Coast AVA|Mendocino and Sonoma]] in the north (which lie in regions I-III) to the [[San Joaquin Valley]] and points south, which lie in regions IV and V.
There are numerous issues and limitations associated with the use of [[growing degree-day]]<nowiki/>s. First, the '''Winkler Index''' and its classification of climate regions by [[growing degree-day]]<nowiki/>s 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 (meteorology)|precipitation]], [[soil]] conditions, and the risk of extreme weather which might damage grapevines (e.g., winter freezes, spring and fall frosts, hail, etc.)<ref name=":5" />. 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<ref name=":5" /> 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 system|Geographic Information Systems]] (GIS)<ref>{{Cite journal|last=Daly|first=C.|last2=Halbleib|first2=M.|last3=Smith|first3=J.I.|last4=Gibson|first4=W.P.|last5=Doggett|first5=M.K.|last6=Taylor|first6=G.H.|last7=Curtis|first7=J.|last8=Pasteris|first8=P.P.|date=|year=2008|title=Physiographically sensitive mapping of climatological temperature and precipitation across the conterminous United States|url=http://onlinelibrary.wiley.com/doi/10.1002/joc.1688/abstract|journal=International Journal of Climatology|language=en|volume=28|issue=15|pages=2031–2064|doi=10.1002/joc.1688|issn=1097-0088|via=}}</ref>. Instead of depicting a region as all one Winkler Region ([[Napa Valley AVA]] being a Region III for example), spatial data summaries<ref name=":2" /> show the [[Napa Valley AVA]] having a full range of Winkler Regions but is mostly 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).
<!--add a detailed list of growing regions and their ranking-->


Other significant differences exist depending on the time period of the data and formula used for calculating [[growing degree-day]]<nowiki/>s. First, to be comparable [[growing degree-day]] numbers from various sources need to come from the same time period<ref name=":2" />. 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. Furthermore, 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<ref>{{Cite web|url=http://www.weather.gov/grr/climatenormals|title=About Climate Normals|last=Service|first=US Department of Commerce, NOAA, National Weather|website=www.weather.gov|language=EN-US|access-date=2017-01-04}}</ref>, 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-day]]<nowiki/>s has been done mostly on daily or monthly averages (the table above was done using monthly [[climatological normal]]<nowiki/>s). 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<ref name=":2" /><ref>{{Cite journal|last=Battany|first=M.|year=2009|title=Improving degree-day calculations|url=|journal=Practical Winery Vineyard|volume=May/June|pages=25-26|via=}}</ref>. 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.
==Limitations==
The climate regions of California 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 (meteorology)|precipitation]], [[soil]] conditions, the likeliness of extreme weather which might damage grapevines, and [[pollution]]. The climate regions are also macroscopic in nature; there is often a wide variety of [[microclimate (wine)|microclimate]]s in a given geographical area, and a region which has marginal grape-growing weather overall may have microclimates which produce excellent grapes. A notable example is the [[Willamette Valley]] (firmly within region I), which was long regarded as too cold and wet to grow grapes; yet has vineyards planted on numerous south-facing hills in the [[rain shadow]] of the [[Oregon Coast Range|Coast range]] which produce world-class [[Pinot noir]] and many other excellent wines.


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 topicstressed that the base temperature threshold for accumulation for early versus late budding varieties is likely strongly cultivar specific<ref name=":0" /><ref name=":1" />. 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<ref>{{Cite journal|last=Garcia de Cortázar-Atauri|first=I.|last2=Brisson|first2=N.|last3=Gaudillere|first3=J.P.|date=|year=2009|title=Performance of several models for predicting budburst date of grapevine (Vitis vinifera L.)|url=http://link.springer.com/article/10.1007/s00484-009-0217-4|journal=International Journal of Biometeorology|language=en|volume=53|issue=4|pages=317–326|doi=10.1007/s00484-009-0217-4|issn=0020-7128|via=}}</ref>. At the other end of the formula, the calculation for [[growing degree-day]]<nowiki/>s used in [[viticulture]] and [[Winemaking|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<ref>{{Cite book|url=https://www.worldcat.org/oclc/162129379|title=Wine science : principles, practice, perception|last=Jackson|first=R.S.|date=|publisher=Academic Press|year=2000|isbn=012379062X|location=San Diego|pages=|oclc=162129379|quote=|via=}}</ref>. 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<ref>{{Cite web|url=https://ndawn.ndsu.nodak.edu/help-corn-growing-degree-days.html|title=NDAWN Corn Growing Degree Days Information|website=ndawn.ndsu.nodak.edu|access-date=2017-01-04}}</ref>, neither of which are common in [[viticulture]] and [[wine production]] use and can confound any comparison with published data using the simple average method<ref name=":2" />.
More complex climate indices have been introduced to address perceived shortcomings in the Winkler scale.

Furthermore, more complex climate indices have been introduced to address perceived shortcomings in the '''Winkler Index''' including the Huglin Index<ref name=":6" />, the Biologically Effective Degree-Day Index<ref>{{Cite book|url=https://www.worldcat.org/oclc/38326786|title=Viticulture and Environment|last=Gladstones|first=J.S.|date=|publisher=Winetitles|year=1992|isbn=9781875130122|location=|pages=|oclc=38326786|quote=|via=}}</ref>, and the Multicriteria Climatic Classification system (Geoviticulture MCC)<ref>{{Cite journal|last=Tonietto|first=J.|last2=Carbonneau|first2=A.|date=|year=2004|title=A multicriteria climatic classification system for grape-growing regions worldwide|url=http://www.sciencedirect.com/science/article/pii/S0168192304000115|journal=Agricultural and Forest Meteorology|volume=124|issue=1–2|pages=81–97|doi=10.1016/j.agrformet.2003.06.001|via=}}</ref>. 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<ref name=":2" />, 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 ==
== See also ==
*[[Growing degree-day]]
*[[Growing degree-day]]


==References==
== Notes ==
<references />
{{reflist}}


==Further reading==
==Further reading==
Line 66: Line 643:
booktitle=5th International Symposium for Cool Climate Viticulture and Oenology
booktitle=5th International Symposium for Cool Climate Viticulture and Oenology
}}
}}
* 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, Terrior, and Techniques, edited by P. Dougherty. Springer Press, 255 pp. <nowiki>ISBN 9789400704640</nowiki>


{{portal bar|Drink}}
{{portal bar|Drink}}

Revision as of 22:49, 4 January 2017

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

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 (assumed under the system to be April 1 through October 31 in the Northern Hemisphere; October 1 through April 30 in the Southern Hemisphere) are assigned growing degree-days according to the amount that the day's average temperature exceeds this threshold; one degree day per degree Fahrenheit over 50°F (or with SI units, degrees Celsius over 10°C is used). 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 2000-2500 1111-1389 Only early ripening varieties achieve high quality, some hybrid grape varieties but mostly V. vinifera.
Region II 2500-3000 1389-1667 Early and mid-season table wine varieties will produce good quality wines.
Region III 3000-3500 1667-1944 Favorable for high production of standard to good quality table wines.
Region IV 3500-4000 1944-2222 Favorable for high production, but acceptable table wine quality at best.
Region V 4000-4900 2222-2700 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 state 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[3][4] 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). Furthermore, 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)[5][6].

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[7] 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[7]. It is also functionally similar to growing season average temperatures (simple average of temperatures across the seven month growing season)[3][4][5].

Application

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

Table of wine regions in various countries worldwide. The city represents the location of the weather station that was used to calculate the growing season average temperatures (GST) and growing degree-days for classifying into Winkler Regions. The data represent either the 1981-2010 climatological normals or period of record for that station. Data come from the World Atlas of Wine[8] and a publication[9] on cool climate regions from the International Cool Climate Symposium (http://www.iccws2016.com/).
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 Angles 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. Catherines 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 Chambery 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 Beziers 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
Argentina Cuyo Valley Mendoza 71.6 4614 Region V

Issues and limitations

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.)[6]. 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[6] 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)[10]. Instead of depicting a region as all one Winkler Region (Napa Valley AVA being a Region III for example), spatial data summaries[3] show the Napa Valley AVA having a full range of Winkler Regions but is mostly 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[3]. 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. Furthermore, 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[11], 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[3][12]. 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 topicstressed 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[13]. 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[14]. 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[15], neither of which are common in viticulture and wine production use and can confound any comparison with published data using the simple average method[3].

Furthermore, more complex climate indices have been introduced to address perceived shortcomings in the Winkler Index including the Huglin Index[7], the Biologically Effective Degree-Day Index[16], and the Multicriteria Climatic Classification system (Geoviticulture MCC)[17]. 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[3], 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

Notes

  1. ^ a b c d e Amerine, M.A.; Winkler, A.J. (1944). "Composition and quality of musts and wines of California grapes". Hilgardia. 15: 493–675.
  2. ^ a b c d e Winkler, A.J.; et al. (1974). General viticulture. University of California Press. ISBN 0520025911. {{cite book}}: Explicit use of et al. in: |first= (help)
  3. ^ 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. {{cite journal}}: Explicit use of et al. in: |first= (help)
  4. ^ 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.
  5. ^ 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.
  6. ^ 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. {{cite book}}: Explicit use of et al. in: |first= (help)
  7. ^ 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.
  8. ^ Robinson, Jancis; Johnson, Hugh (2013). The World Atlas of Wine. United Kingdom: Mitchell Beazley. ISBN 9781845336899. OCLC 859400304.
  9. ^ Jones, G.V.; Schultz, H.R. (2016). "Climate change and emerging cool climate wine regions". Wine & Viticulture Journal. 31(6): 51–53.
  10. ^ 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. doi:10.1002/joc.1688. ISSN 1097-0088.
  11. ^ 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)
  12. ^ Battany, M. (2009). "Improving degree-day calculations". Practical Winery Vineyard. May/June: 25–26.
  13. ^ 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. doi:10.1007/s00484-009-0217-4. ISSN 0020-7128.
  14. ^ Jackson, R.S. (2000). Wine science : principles, practice, perception. San Diego: Academic Press. ISBN 012379062X. OCLC 162129379.
  15. ^ "NDAWN Corn Growing Degree Days Information". ndawn.ndsu.nodak.edu. Retrieved 2017-01-04.
  16. ^ Gladstones, J.S. (1992). Viticulture and Environment. Winetitles. ISBN 9781875130122. OCLC 38326786.
  17. ^ Tonietto, J.; Carbonneau, A. (2004). "A multicriteria climatic classification system for grape-growing regions worldwide". Agricultural and Forest Meteorology. 124 (1–2): 81–97. doi:10.1016/j.agrformet.2003.06.001.

Further reading

  • Amerine, M.A.; Winkler, A.T. (1944). "Composition and quality of musts and wines of California grapes". Hilgardia. 15. University of California: 493–673. {{cite journal}}: Unknown parameter |lastauthoramp= ignored (|name-list-style= suggested) (help)
  • "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 0-7641-2003-4. {{cite book}}: Unknown parameter |lastauthoramp= ignored (|name-list-style= suggested) (help)
  • Winkler AJ, Cook JA, Kliere WM, Lider LA (1974). General Viticulture (2nd ed.). University of California Press. ISBN 0-520-02591-1.
  • "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. {{cite conference}}: Unknown parameter |booktitle= ignored (|book-title= suggested) (help)
  • 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, Terrior, and Techniques, edited by P. Dougherty. Springer Press, 255 pp. ISBN 9789400704640