Le Dossier de l'environnement de l'INRA n°22
D22 : INRA faced with Sustainable Development : Landmarks for the Johannesburg Conference

The land, the environment and cheese production: the example of cheese produced in the Northern Alps

Introduction
l. The Terroir Effect in Cheese Production: Definitions
2. Data on the terroir effect factors for alpine and Comté cheese (Jura)

3. Soils and the Physical Environment : Factors differentiating "Grassland" Terroirs
4. Discussion - conclusion

Bibliographical references


[R] Introduction

The production of terroir products is no longer considered as folklore. It is now defined by official frameworks, especially at the EU level. The consumer can therefore recognise the authenticity, origin and specificity of these products. The implementation of a terroir product policy could be an answer to market globalisation (Lambert, 1997).
The controlled label of origin (appellation d'origine contrôlée - AOC) is the symbol of a quality approach to cheese and is recognised by consumers. Although AOC cheese production is modest in France (16% of all tonnage according to the Institut national des appellations contrôlées - INAO), it plays a decisive role in difficult areas and, in particular, in mountain areas. As an example, in the high valleys of the Northern Alps, the products marketed under this official quality label make up over 50% of the total cheese tonnage. They participate in maintaining a dynamic agriculture based on grasslands and more particularly on high-altitude or "alpine" grasslands. They are thus considered as part of the local heritage by both their producers and the local population (INRA, 1994a).
Beaufort cheese is a typical example of alpine cheese production. It has gained its reputation through a long-date policy aimed at developing the cheese quality and owing to the fact that the farmers control the cheese industry via a co-operative system in charge of processing and marketing the product. In this political and economic context, production (3,700 t/year, 12,000 cows, 850 farms) is strictly controlled in terms of livestock farming practices, breeds and geographical area (Dubeuf et Burleraux, 1996). Another essential component of the product's reputation is the frequently mentioned association between Beaufort cheese and an exceptional terroir, which lies close to the highest peaks of the French Alps. In fact, whatever the alpine cheese considered, both producers and many consumers view the tightknit link between the product and its terroir as perfectly "natural", with the original and powerful image of the Alps in the background. Yet, concrete data confirming that the specificity of the sensorial qualities of these cheeses is linked to the production area and particularly to the physical and biological features of the terroir are still rather patchy. The diversity of terroirs is indeed recognised and even valorised by the professionals, but contrary to wine (Riou et al., 1995), there have been few scientific studies to characterise, understand and quantify the influence of the physical environment and vegetation of the production area on the cheese quality. The aim of this paper is to take stock of the cheese-physical terroir link in the Northern Alps. This reflection is based on research carried out in the GIS Alpes du Nord (scientific interest group for the Northern Alps), on mountain agronomy, livestock farming and cheese technology (INRA, 1994a; GIS Alpes du Nord, 1996). Beforehand, we should define the notion of terroir in relation to cheese production.

[R] l. The Terroir Effect in Cheese Production: Definitions

According to Grappin and Coulon (1996), as regards milk and cheese, we may consider the terroir as a "geographical area characterised by environmental conditions and animal species, which, when exploited by people, results in the production of specific products." As opposed to the terroir-product relationship in wine (Salette, 1997), there is, first, one more link to the chain, i.e. animals, and, second, multi-specific plant populations. The complexity of interactions in quality elaboration is thus increased, in particular owing to the diversity of vegetation types, animal characteristics and herd management styles. Finally, four categories of "factors", organised in causative networks (Fig. 1, below), interlink to generate a potential effect of the production area on the product :
- physical environment (soil, rocks, climate, water),
- grasslands or fodder (floristic composition, vegetation, phenology),
- animals (characteristics linked to the breed, behaviour),
- human beings (via their practice systems, who define the style of animal management, the technology to be used - all of which result from tradition, know-how and specific social organisations).
In theory, the terroir effect may be due first to the strong direct effects of one or another of these factors. Thus certain genetic features of local breeds, such as the genetic variant of the ß casein found in the Tarentaise cattle breed, alter the cheese characteristics (Marie et Delacroix-Buchet, 1994). But the terroir effect could also be thought to result from an original combination of several factors; we would thus be faced with a comprehensive effect. The two cases do not exclude one another.
We can once more refer to studies on vineyards to support the latter viewpoint. Research into certain simple links between parameters characterising the different soils (pH, granulometry...) and wine quality produced disappointing or contradictory results. Researchers are therefore now attempting to perform a more synthetic characterisation (Asselin et al., 1999; Salvator et al., 1997) based on the recognition of "elementary terroirs", that are homogenous in terms of landscapes, physical environment and grape maturation itineraries.
Whatever the product considered, its links with its area of production do not only consist of metabolic and chemical phenomena expressed in terms of organism or molecule fluxes and linked only to the technical aspects of human practices. Terroirs also involve a strong cultural dimension, i.e. the "identity links" associating a product with a society and a territory (Bérard and Marchenay, 1996). In spite of its importance, I will not deal with this point in this paper and will exclusively consider the physical and biological dimensions of the terroir effect.

[R] 2. Data on the terroir effect factors for alpine and Comté cheese (Jura)

The available data underlines the existence of variants within a given cheese type. This data was either gathered during enquiries with the cheese makers or stemmed from correlation studies or analytical approaches.
The cheese producers and processor have long known empirically about the existence of variants within the same cheese type; these can be recognised from their different behaviour while being processed and from different sensorial features once they are mature (taste, texture…). These differences are often attributed to the geographical area, to what animals are fed on and to their breed. On alpine pastures, for instance, the production conditions and taste of cheese were observed to vary according to the period and area grazed (Martin, 1997). The surveys also revealed that certain vegetation types, such as snowbed vegetation which characterise habitats with late snow cover, are often and have long been considered to supply grass which is particularly favourable to the cheese quality (Party, 1995; A. Bornard, pers. com.). This empirical knowledge is derived from practice and observation, but does not enable us to define the specific role of vegetation as many other important factors also intervene, such as the area grazed, grass phenology, lactation stage and weather conditions. Such knowledge should nevertheless not be overlooked as it induces us to consider the cumulated effects and particular combinations of certain factors in designing our models.
The scientific studies available validate several of these empirical observations and provide hypotheses on the phenomena involved. Thus there is a characteristic difference between the taste and composition of "summer Beaufort" and that of "winter Beaufort", which may be traced back to the type of fodder used (dry or green). The type of pastoral area grazed in the summer also has its consequences: some sesquiterpenes are only found in Beaufort cheese produced from the milk of cows that are grazed on alpine pastures (Dumont and Adda, 1978). A recent study, carried out in 20 co-operative cheese dairies producing Comté cheese in the Jura, highlighted the existence of a significant correlation between the type of physical environment (climate-soil-rocks), the floristic composition of the pastures grazed and the cheese sensorial features cheese (Monnet, 1996). This is an important result as it objectively confirms the reality and comprehensive nature of the terroir effect. However, it does not give sufficient information to order hierarchically the diverse factors potentially involved or to define the role of the factors that are not directly or strongly linked to the environment and vegetation, such as the management of animals or cheese technology. Parallel to these comprehensive approaches, an experimental approach was recently initiated in the Massif Central and Northern Alps (Grappin and Coulon, 1996; Martin, 1997). In the Alps, the studies involved alpine grasslands and two different types of cheese: Beaufort and farm-produced Abondance. The results showed that with similar technology, the same herd grazing on two opposite mountain sides with highly contrasted vegetation (e.g. acidophile and calcicolous grasslands) produce cheeses that differ in terms of sensorial quality, texture and flavour (Buchin et al., 1999; Asselin et al., 1999). These variations are recorded in milk having otherwise the same macroelements content (protein and fat content).
These tests reveal that, with controlled animal management and cheese processing conditions, the forage can have a significant effect on certain cheese sensorial characteristics. The nature of fodder may thus directly act via the aromatic molecules present in the plants (terpenes, sesquiterpenes) and traced in the cheese (Viallon et al., 1999) and that could translate into sensorial characteristics (although this remains to be proved). Indirect actions should also be considered. Thus certain enzymes that may come from microorganisms associated with a particular plant species can be traced in the milk and could potentially modify the cheese characteristics. Yet, once again, these are merely leads for further research.

[R] 3. Soils and the Physical Environment : Factors differentiating "Grassland" Terroirs

Converging data suggests that the diversity of the grassland composition is a source of variation in a cheese type. Therefore investigating the relationships between the physical environment and grassland vegetation is crucial in analyses of the terroir effect. Concretely, this means exploring the specificities of alpine vegetation by taking into account both the floristic composition and plant communities and their ecophysiological functioning (phenology, metabolism). The hypotheses presented lower down in the discussion section of this paper are based on these analyses.
The first particularity of the alpine environment is its selective climatic conditions, in particular temperature, and the diversity of its biotopes. The alpine flora and vegetations are thus original and diversified. The originality of the grassland flora is expressed in a high proportion of particular species at 800-900 metres that become dominant above 1500m. These species are rarely found in the surrounding plains and are mainly affiliated to the Dicotyledoneae group (Leontodon hispidus, Geranium sylvaticum, Polygonum bistorta, Chaerophyllum hirsutum, etc.). Many genuses, and sometimes entire botanical groups, occur only at high altitudes (Gentianaceae, for example). These species often make up a high proportion of the grassland biomass and seem to have a major effect on the herbage chemical composition. Therefore, according to Mariaca et al. (1997), in Switzerland, high-altitude grasslands contain more terpenoid-type secondary metabolites than low altitude grasslands. Analyses of the main species occurring in these grasslands have shown a relation between this phenomenon and the higher diversity of high-altitude Dicotyledoneae.
The taxonomic originality of alpine vegetation is due to a combination of historical and biogeographical factors (origin and migration of species) and to the selectivity of the physical environment (Favarger, 1972; Richard and Pautou, 1982). This originality is to be found in all grassland areas but is far more marked in subalpine grasslands ("alpages") and, in general, in all less-intensified areas and pastures. The more intensified high-producing grasslands at an altitude over 800-1000 m to roughly 1500-1700m, include a diversity of species, in particular grasses (Poaceae), which are both ubiquitous and common. They can nevertheless be distinguished from grasslands in the neighbouring lowland by the absence of certain grasses that are dominant in intensive conditions in plains, such as Lolium perenne (effect of altitude) and owing to the correlative exuberant growth of certain Dicotyledoneae such as Geranium silvaticum, Chaerophyllum hirsutum... In addition, environmental conditions in mountain areas induce changes in the morphological state of many ubiquitous species (Fleury et al., 1992). For instance, at high altitude, grasses display major physiognomic and morphological changes (stem/leaf ratio, heading and senescence dynamics). These differences all have an influence on the forage quality (digestibility, harvestability, appetency…) and the dynamic of the different vegetations (Dorioz et al., 1987; Jeannin et al., 1991).
The alpine environment displays another key characteristic: the diversity of species and plant communities (Richard and Pautou, 1982; Bornard et al., 1994). In grasslands, this is expressed by vegetation gradients and contrasted vegetation mosaics, an adaptation to the high variation in topoclimates, soils and agricultural practices. Once again, diversity is more frequent in high-altitude grasslands. As a result, a dairy cattle herd grazing on alpine grasslands will regularly feed in more than ten plant associations which include about 250 to 300 higher plant species (as against, at best, two or three dozen species on intensified lowland grasslands). Contrasted soils and soil-practice interactions mainly account for the marked differentiation of the plant cover (Dorioz 1995; INRA, 1994b). The soils change over very small distances - on average 10 m. - in relation to the length of the snow cover, the local bedrock, the water circulation on the mountain sides and finally according to the dip of the rock strata (Dorioz and Van Oort, 1991). Such variability produces an extremely diversified forage offer in the same area and even during the same day, supplied from a wide range of habitats: from limestone to acidophile and from xerophile to moister environments (Legros et al., 1987; Dorioz, 1995).
There is less diversity in the hay meadows (three plant associations including approximately a hundred common species) and vegetation variation depends first on the diversity of practices and then on the soil hydrological regime (Jeannin et al., 1991). Owing to the topographic and topoclimatic constraints prevailing in the Alps, there is a great diversity in the dates of cutting and fertiliser application on the grasslands. This induces situations that are favourable to the existence and use of unfertilised grasslands, whose botanical composition is moreover the most original. As a result, the hay harvested in these areas includes more frequently batches from grasslands with original vegetation, and its botanical composition is generally more diverse than hay from the neighbouring plains. Obviously, the generalisation of intensification would induce a decreased frequency of these specific characteristics linked to the physical terroir.

[R] 4. Discussion - conclusion

The alpine terroir is first associated with the presence - in grazed and harvested grassland - of particular species, some of which are most probably key species as regards cheese characteristics, owing to their chemical composition, especially in secondary metabolites. An analytical and systematic approach to this phenomenon will be time-consuming, given the variation in animal feeding behaviour, the diversity of chemical compounds concerned and the number of species (Table 1, Hypothesis 1). There is also a strong within-species differentiation according to the plant phenological stage, the ecotype and the growth conditions. All these factors are known to have an influence on within-species changes in the plant secondary metabolites (Lebreton, 1982; Zucker, 1983; Fily and Balent, 1991; Mariaca et al., 1997). The phenomena to be studied are so complex that choices will need to be made: we suggest focussing the analyses on the species known in the literature for their high aromatic compounds content (Table 1, Hypothesis 2). The probability that such species participate in the diet of animals is higher for alpine grasslands and for forage from little-intensified grasslands.

Table 1. Main working hypotheses concerning the biophysical component of the terroir effect
Hypotheses Data Possible working method
1 A vegetation is the addition of species, which each contributes to the sensorial quality of cheese. .
Our current knowledge shows that many new species (in particular, grasses) lack aromatic compounds To be dropped given the present state of knowledge and available analytical means.
2 Due to their secondary metabolite content, certain species have specific aromatic properties and play a key role. Many species are known from the literature, but there exist many within-species variation factors. Analytical approach to be centred on species reputedly aromatic so as to investigate within-species variation factors.
3 The secondary metabolite composition of plants can be interpreted in the light of the adaptive strategy concept: there exists a limited number of ecological responses which can be organised and ordered by taking into account the botanical affiliation and the plant environmental conditions. Knowledge on the plant distribution : for example, the aromatic plants used in human food (thyme, sage, etc.) are more aromatic when they grow in dry mountainous areas, whereas plants that are rich in tannin generally grow in rich grasslands.
Analytical approach carried out on specific samples (for example, such and such a species, in such environmental condition) or on comprehensive samples (for example, Dicotyledoneae in rich grasslands).

The alpine environment is also associated with changes in plant functioning. This concerns many species, including the most common and often abundant species, as shown by the morphological changes observed in several ubiquitous species growing in high-altitude grasslands (such as the highly frequent Dactylis glomerata, Decshampsia caespitosa, Festuca pratense, Geranium silvaticum, etc.). The same modifications affect different species (Fleury, 1994). This may be assumed to reflect the selection - in a high-constraint environment - of several major "adaptive strategies", as defined by Jacquard (1978) and Grime (1979). The effect of this selection is relatively independent of the taxonomic affiliation.
Analogically, it seems logical to assume that some alterations also affect the plant metabolism, and in particular, the synthesis of secondary metabolites involved in the variation of the aromatic composition of the different vegetation types (Table 1, Hypothesis 3). The number of these alterations is probably limited and could be interpreted with the help of the adaptive strategy concept. Indeed, the quantity of secondary metabolites has been shown to be physiologically regulated and to play a crucial role in the adaptation of plants to predators and physical constraints - especially alpine (Favarger, 1972; Lebreton, 1982; Lachaise, 1982; Fily et Balent, 1991). The content in secondary metabolites is thus linked not only to plant systematics but also to the relationships between the plant (the individual) and its environment (Lebreton and Touati, 1988). Gouyon et al., (1979) have, for example, shown that, in thyme, there is a strong relationship between chemical forms (chemotypes linked to genetic polymorphism in the species) and pedoclimatic moisture.
A typology of plant groups (rather than plant species) having the same adaptive strategy or morphological type and growing in a particular environment, could be developed on this basis. This typology could provide a realistic foundation to explore the relationships between vegetation, aromatic compounds and cheese sensorial quality.
The presence of specific species, mainly strongly aromatic ones, and the similar ecophysiological responses of more common species are not mutually exclusive. They could both explain the particular richness of mountain hay and pastures in aromatic substances and other secondary metabolites observed by Schehovic (1991). As a consequence, it seems logical to consider that the diet of an alpine herd (dry or green fodder) periodically includes a notable proportion of specific and original fodder. This could be a sound argument to preserve, as a matter of precaution, the floristic diversity of grassland vegetations. The existence of a link between floristic diversity and the aromatic richness of certain cheeses confirms that grassland diversity could be a key factor in the terroir issue regarding alpine cheese.
If the physical environment and vegetation components of the terroir effect on alpine cheese were above all linked to the originality and diversity of the exploited environments, alpine grasslands would be privileged sites for this terroir effect. This is an attractive viewpoint, since alpine grasslands are the historical birthplace of several cheeses (Beaufort, Reblochon...). Besides, this type of land use is what best characterises and differentiates the alpine agricultural territory (Dorioz, 1995). Yet the terroir cannot be solely considered as a complex of biological and chemical relationships between the animal-vegetation-environment and the cheese produced. The identity of a cheese is also based on social processes, means of production, knowledge and practices. It would thus be wise to not focalise future studies on the "natural" cheese-producing vocation of mountains, but also to consider the contribution of people and their culture to the identity of cheeses.


Acknowledgments
This text is the result of an interdisciplinary reflection carried out in the framework of the GIS "Alpes du Nord" on the theme "Product Quality and the Environment". It was presented at the COMIFER Congress - Comité Français d'Etude et de Développement de la Fertilisation Raisonnée (Blois 1997, "Quality of soils and agricultural productions") and at a seminar that took place at the Agriculture Show (1998).The authors would like to thank D. Roybin (INRA SAD), A. Bornard (CEMAGREF) and A. Hauwuy (GIS Alpes du Nord - SUACI) for their remarks and critical comments.

This article is taken from the "Courrier de l'environnement de l'INRA, n°40", by J.-M. Dorioz, P. Fleury, J.-B. Coulon and B. Martin. Translated from French by Nicole Scott.


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