'Free' grafting,
where the new branch or shoot is made using a scion completely
removed from the donor plant prior to grafting, is a difficult
technique to master. Free grafts have a failure rate, even when
carried out by experienced nurserymen; for the amateur, the
failure rate can be high.
Alternatively,
approach and thread grafting techniques utilise a scion to make
a new branch or shoot that is still attached to the donor plant
(very often the same plant that also receives the graft) and
the scion is not separated from its donor until it is has successfully
grafted in its new position.
The fact that the scion is supported by its donor until the
graft has taken makes approach and threadgrafting much safer,
even for the beginner.
Before opting
to graft new branches onto your tree, consider whether it would
easier and quicker to simply hard prune your bonsai to prompt
budding from the trunk during the following Spring. Very hard
pruning of most deciduous trees during the Winter will encourage
back budding from the trunk.
If the branch structure of your bonsai is already well developed
and ramified, and hard pruning is not an option, thread or approach
grafting can be a very useful option.
For further
details about approach grafting please see 'Approach
Grafting for Bonsai: Creating new branches by approach grafting'
Threadgrafting
Prepare
the tree to be grafted by allowing a number of long shoots to
develop. Suitable shoots to be grafted (used as the scion) will
be long and supple enough to be bent over and threaded through
the trunk. The scion can be from the same tree or from another
plant growing in a different pot. However, for the scion and
the tree to be grafted, they must be of the same genus, ie an
Acer and another Acer or an Elm and another Elm.
Theoretically, thread grafts can be made at most times of the
year but midsummer is best as growth of the scion and healing
of the graft will begin immediately and strongly.

Remove all
leaves and petioles (leaf stalks) from the scion branch. Take
great care not to damage the tiny buds in the leaf axils as
these will be required to leaf out when the graft has been made.

Drill a
hole through the trunk; it is safest to use a thin drill bit
to make a pilot hole followed by progressively larger bits until
the hole through the trunk is very slightly wider than the scion
shoot to be threaded. Though too large a hole will increase
the amount of time it takes for the thread graft to successfully
take, too small a hole will cause damage to the scion or the
new buds on the scion.
Start the drilling from the exit side of the trunk so that the
final position of the graft will be in exactly the place you
intend the new branch to be. The position of the entry hole
does not need to be precise. However, bear in mind that once
the graft has taken and the donor side of the scion is removed,
a small scar will be left. For this reason, try to make the
entry hole at the back or side of the trunk where it will be
out of sight of the front, if at all possible.

Though not essential, try to make the exit hole higher than
the entry hole. The scion shoot will still be apical; if the
shoot faces upwards, the side to be the new branch (at the exit
of the hole) will bud out and grow more strongly than the entry
side.

If the entry
side is apical, new shoots on this side will have a tendency
to grow more strongly and will need to removed to make sure
the threadgraft is able to grow strongly.
It is always
important that the threadgraft is encouraged to grow as strongly
as possible; the faster it grows, the sooner the branch thickens
and the graft takes.
Thread the
graft through the hole you have made, slowly and carefully.
Particularly with soft-wooded shoots, try to pull the shoot
through rather than push it, if possible. This helps to stop
the shoot buckling as it goes through the hole.

To ensure
the new grafted branch will have a short first internode, position
the graft so a bud (node) is a short distance from the exit
hole.
Leaving a long distance to the first bud will mean that in the
future, the first secondary branch will be a long way from the
trunk.
To fix the
graft in position, insert a thin piece of wood (from elsewhere
on the tree for instance) into the hole alongside the threaded
shoot so it is firmly wedged in position. If the threadgraft
is able to move within the hole, the union will take longer
to graft together. Finally, seal with cut paste.
Encourage strong growth of the threaded scion. Feed the tree
well to ensure strong growth. Remove any new growth on the entry
side of the thread graft to encourage maximum growth on the
exit side. Do not prune the threadgrafted as this will slow
thickening. There is no reason why the new branch cannot be
gently wired if necessary.

At
first the new threadgraft supports itself entirely.

As the graft and the graft hole thicken, their cambium layers
are forced together and start to merge. As they merge, the threadgraft
begins to be supported by the trunk as well.

With the
extra energy from the trunk, the exit side of the scion starts
to grow and thicken faster than the entry side, eventually producing
a pronounced increase in diameter. This indicates that the scion
is being fully supported by the trunk in its new position and
can start being removed.



Successful
threadgrafts can be seen above on a Hawthorn, Acer palmatum
'Bloodgood' and Acer p. 'Katsura'.
Severing the Threadgraft
The
amount of time for the scion to reach the stage where it can
be severed depends on many factors. Some species take more quickly
than others, in as little time as 2 or 3 months for Ficus species
(if the graft is made just before a strong flush of growth),
or 2 growing seasons for slow-thickening species such as Hawthorn.
Timing
of the removal or separation of the scion; it does not particularly
matter at what time of year the threadgraft is separated once
the threadgraft has taken but I prefer to carry out this work
during the growing season while the tree and grafted branch
are active and able to respond to the changes in sap-flow.

Do not detach
all of the redundant side of the graft at once; the scion will
still receive a little energy and be supported from the entry
side of the branch. Detach the scion from the parent plant but
leave a length of the donor branch in position so that the scion
can slowly become accustomed to being entirely supported by
its new parent trunk.

Over the course of 3 or 4 weeks, slowly shorten the donor side
until it is finally removed.

Finally,
the old entry hole can be pruned flush to the trunk and allowed
to heal.
Failure
of a Threadgraft
Threadgrafts
are most likely to completely fail if enough time is not given
for the two cambium layers to join together. It is important
to be patient.
There
are occasions where the threadgraft is unknowingly separated
too early and the leaves of the new branch droop and/or fall.
This can also occur if the donor side of the thread graft is
reduced in length too quickly.
In these
cases, do not assume that the new branch will fail completely.
I have had instances where a newly separated branch has lost
its leaves but has already grafted just enough to slowly recover
and issue a new set of leaves in the future.