Development and Validation of Ecological Indicators: an ORD Approach

The U. S. Environmental Protection Agency's Office of Research and Development (ORD) is continuing research efforts initiated by the Environmental Monitoring and Assessment Program on ecological indicator development. An ORD Ecological Indicators Working Group has been formed with activities in three primary areas. (1) Guidelines and procedures are being developed to evaluate indicators for use in monitoring programs. Indicators will be evaluated on conceptual soundness, implementation, response variability, and interpretation/utility. The evaluation guidelines will be applied in peer review to endorse technically acceptable indicators and will provide research direction for improvements. (2) An ORD strategy for research in ecological indicators is being developed by the Working Group in collaboration with Division research scientists. The strategy will serve to prioritize research based on the greatest importance and uncertainty and identify goals for indicator development in both intramural and extramural programs. The research strategy includes application of the evaluation guidelines to identify relevant research questions. (3) Interactions with indicator client and user groups (states, program offices and regions) are actively being sought for successful development and implementation of indicators. Client indicator priorities are formally included in the research strategy and user feedback on indicators will help to identify relevant research questions. Consultations with users will serve to assist in evaluating, implementing, and interpreting indicators in monitoring programs.     

Attributes of reliable long-term landscape-scale studies: Malpractice insurance for landscape ecologists

Monitoring long-term change in forested landscapes is an intimidating challenge with considerable practical, methodological, and theoretical limitations. Current field approaches used to assess vegetation change at the plot-to-stand scales and nationwide forest monitoring programs may not be appropriate at landscape scales. We emphasize that few vegetation monitoring programs (and, thus, study design models) are designed to detect spatial and temporal trends at landscape scales. Based primarily on advice from many sources, and trial and error, we identify 14 attributes of a reliable long-term landscape monitoring program: malpractice insurance for landscape ecologists. The attributes are to: secure long-term funding and commitment; develop flexible goals; refine objectives; pay adequate attention to information management; take an experimental approach to sampling design; obtain peer-review and statistical review of research proposals and publications; avoid bias in selection of long-term plot locations; insure adequate spatial replication; insure adequate temporal replication; synthesize retrospective, experimental, and related studies; blend theoretical and empirical models with the means to validate both; obtain periodic research program evaluation; integrate and synthesize with larger and smaller scale research, inventory, and monitoring programs; and develop an extensive outreach program. Using these 14 attributes as a guide, we describe one approach to assess the potential effect of global change on the vegetation of the Front Range of the Colorado Rockies. This self-evaluation helps identify strengthes and weaknesses in our program, and may serve the same role for other landscape ecologists in other programs.     

A framework for assessment and monitoring of small mammals in a lowland tropical forest

Development projects in tropical forests can impact biodiversity.Assessment and monitoring programs based on the principles of adaptive management assist managers to identify and reduce suchimpacts. The small mammal community is one important component ofa forest ecosystem that may be impacted by development projects. In 1996, a natural gas exploration project was initiated in a Peruvian rainforest. The Smithsonian Institution's Monitoring andAssessment of Biodiversity program cooperated with Shell Prospecting and Development Peru to establish an adaptive management program to protect the region's biodiversity. In thisarticle, we discuss the role of assessing and monitoring small mammals in relation to the natural gas project. We outline theconceptual issues involved in establishing an assessment andmonitoring program, including setting objectives, evaluating the results and making appropriate decisions. We also summarizethe steps taken to implement the small mammal assessment, provideresults from the assessment and discuss protocols to identifyappropriate species for monitoring.     

Bioindication of a surplus of heavy metals in terrestrial ecosystems

A survey of the methods of boindication of heavy metals in terrestrial ecosystems and their effectiveness for predicting the consequences of environmental stress on organisms is presented. Two main inputs of heavy metals for terrestrial ecosystems have been considered: airborne and soil-borne. Airborne metals can be monitored due to physical adsorption on plant surfaces or due to chemical exchange processes in cell walls. Active biomonitoring widely uses both aspects, however, without predictive values. Meaningful bioindication of soilborne heavy metals can only be achieved by passive monitoring. Due to the different functions of heavy metals in organisms-micronutrients and trace elements-the knowledge of natural background values is important, considering the qualitative aspects of metals in the soil. In exceptional situations morphological and anatomical changes of plant organs will facilitate bioindication; in every case chemical analysis of the concentration of heavy metals is an essential part of the monitoring program. A long-term exposure of organisms to heavy metals will influence the genetic structure of populations. Therefore measurement of heavy metal tolerance of plants has to be a standard procedure in monitoring programs.     

Monitoring of Biodiversity Indicators in Boreal Forests: a Need for Improved Focus

The general principles of scale and coarse and fine filters have been widely accepted, but management agencies and industry are still grappling with the question of what to monitor to detect changes in forest biodiversity following forest management. Part of this problem can be attributed to the lack of focused questions for monitoring including absence of null models and predicted effects, a certain level of disconnect between research and management, and recognition that monitoring can be designed as a research question. Considerable research from the past decade has not been adequately synthesized to answer important questions, such as which species or forest attributes might be the best indicators of change. A disproportionate research emphasis has been placed on community ecology, and mostly on a few groups of organisms including arthropods, amphibians, migratory songbirds, and small mammals, while other species, including soil organisms, lichens, bats, raptors, some carnivores, and larger mammals remain less well-known. In most studies of community ecology, the question of what is the importance, if any, of the regularly observed subtle changes in community structures, and causes of observed changes is usually not answered. Hence, our ability to deal with questions of persistence is limited, and demographic research on regionally--defined key species (such as species linked to processes, species whose persistence may be affected, species with large home ranges, species already selected as indicators, and rare and threatened species) is urgently needed. Monitoring programs need to be designed to enable managers to respond to unexpected changes caused by forest management. To do this, management agencies need to articulate null models for monitoring that predict effects, focus fine--scale monitoring on key species (defined by local and regional research) in key habitats (rare, declining, important) across landscapes, and have a protocol in place to adapt management strategies to changes observed. Finally, agencies must have some way to determine and define when a significant change has occurred and to predict the persistence of species; this too should flow from a well--designed null model.     

Land degradation due to erosion in public perception. Case study: Secaşul Mare river basin settlements (Transylvanian Depression,Romania)

According to the International Decade for Natural Disaster Reduction (IDNDR 1990–1999), the risk indicates potential losses due to particular natural phenomenon, and these could be reduced by improving of prevention and education. People perceive these losses differently depending on phenomenon occurrence, severity, and impact in time. Starting from this idea, this research presents public perception on land degradation through erosion in a small area from the central part of Romania (south-west of Transylvanian Depression). The research was based on a questionnaire consisting of 16 questions. The items were structured by issues: awareness assessment regarding hazard and risk phenomena, assessment of type of property and land use, assessment of knowledge and information on the possible production of negative effects by natural phenomena, and evaluation of land owners’ attitudes towards the occurrence of erosion on their land. Results reveal that the public perception on erosion is weak. This process is perceived as insignificant due to lack of phenomenon knowledge and especially because of scarcity preoccupation in land’s quality monitoring. Even though the owned lands are affected by erosion forms, the owners are not aware of the phenomenon that generates them. Material damages caused by erosion, loss of soil quality, and land fertility decrease are less perceived because the economic losses fill only at long term. This perception leads to underestimating erosion risk compared to other natural phenomena and to a passive attitude towards this particular phenomenon.     

Using statistical power analysis as a tool when designing a monitoring program: experience from a large-scale Swedish landscape monitoring program

The National Inventory of Landscapes in Sweden (NILS) is a large-scale, sample-based monitoring program that combines aerial photointerpretation with field inventory to follow landscape-scale biophysical conditions and changes. A statistical power analysis was conducted before the NILS program began in 2003 with the aim to determine an appropriate sampling effort and compare some design alternatives. The chosen sampling effort was then evaluated in a second power analysis conducted just before the first 5-year re-inventory rotation started. The latter power analysis revealed which magnitude of actual change might be detected within the future for different central monitoring variables. This article reports results from these power analyses and discusses our experiences in using power analysis as a tool for designing large-scale monitoring programs. The results showed that even quite small changes in the more common variables, such as land cover types and more common plant species, can be detected on the national scale. However, on the regional scale, or for less common variables, changes will be more difficult to detect. The power analyses have revealed the size level of changes that will be possible to detect. The results have also generated incentives for further improvements of NILS, e.g., input to the modification and revision of the variable content, flow and hierarchy, and incentives for launching other complementary monitoring programs connected to NILS. They have also created a basis for a better and more user-oriented communication of results from NILS to different stakeholders.     

Optimising vegetation monitoring. A case study in A French lowland forest

Biodiversity monitoring surveys are rarely optimised statistically before being initiated. Here, we optimised the monitoring of plants in a temperate forest. The total inventory cost, the number and size of quadrats were optimised to detect a 10% change in species richness over 5 years with α = β = 0.05, using data from ongoing long-term floristic monitoring programs. The procedure showed that the inventory cost would be ca 15% lower using 100-, 200-m² quadrats instead of 300- or 400-m² quadrats. Despite the cost associated with the optimisation (e.g. gathering preliminary data) and the imprecise estimates (due to the typically small sample size of the pilot studies), optimisation would often be a better option than expert opinion when designing a monitoring survey.     

Developing a National Indicator of Soil Quality on U.S Forestlands: Methods and Initial Results

The Montreal Process was formed in 1994 to develop an internationally agreed upon set of criteria and indicators for the conservation and sustainable management of temperate and boreal forests. In response to this initiative, the Forest Inventory and Analysis (FIA) and Forest Health Monitoring (FHM) programs of the United States Department of Agriculture Forest Service have implemented soil measurements as part of a national monitoring program to address specific questions related to the conservation of soil and water resources. Integration of soil assessments into the national FIA program provides for systematic monitoring of soil properties across all forested regions of the U.S. using standardized collection, laboratory, and statistical procedures that are compatible with existing forest inventory data. The resulting information will provide quantitative benchmarks for regional, national, and international reporting on sustainable forest management and enhance our understanding of management effects on soil quality. This paper presents an overview of the FIA soil monitoring program, outlines the field and laboratory protocols as currently implemented, and provides examples of how these data may be used to assess indicators of sustainable management as defined by the Montreal Process.     

The need for long-term stream monitoring programs in forest ecosystems of the Pacific Northwest

Concepts, planning and design procedures are examined that are needed in the development of long-term stream monitoring programs in forested regions. A long-term stream monitoring program is viewed as the key component for bringing together management organizations, researchers and decision-makers to improve the management of natural resources. The keystones of such ecosystem monitoring are long-term data records that provide the basis for analysis of environmental assessment objectives, predictions and analysis of outcomes which in-turn can be used to modify and improve future projects. Management organizations that initiate long-term monitoring programs are urged to use monitoring actions and information to facilitate decision-making processes that pertain to conserving and allocating resources for future beneficial uses. Recommendations are provided for careful planning and definition of interactive activities of monitoring programs and that should provide information feedbacks that can be used to evaluate issues pertaining to beneficial uses of resources. Procedural requirements and literature sources are suggested for developing long-term stream monitoring programs. They include reviews of background and historical information to provide precise definitions of long-term objectives, planning considerations and monitoring methods. Examples are given of specific procedures that need to be identified during the planning process. They include the application of management standards to variable conditions encountered within natural ecosystems and the detection of the timing of recovery phases of stream ecosystem development following a disturbance. These procedures are viewed as being essential for improving applications of management standards and perceived thresholds to stream and watershed ecosystems monitoring programs.     

An Overview of Data Integration Methods for Regional Assessment

The U.S. Environmental Protections Agency's (U.S. EPA) Regional Vulnerability Assessment(ReVA) program has focused much of its research over the last five years on developing and evaluating integration methods for spatial data. An initial strategic priority was to use existing data from monitoring programs, model results, and other spatial data. Because most of these data were not collected with an intention of integrating into a regional assessment of conditions and vulnerabilities, issues exist that may preclude the use of some methods or require some sort of data preparation. Additionally, to support multi-criteria decision-making, methods need to be able to address a series of assessment questions that provide insights into where environmental risks are a priority. This paper provides an overview of twelve spatial integration methods that can be applied towards regional assessment, along with preliminary results as to how sensitive each method is to data issues that will likely be encountered with the use of existing data.     

The Contribution of Acadia PRIMENet Research to Science and Resource Management in the National Park Service

Acadia National Park was one of the 14 sites included in the Park Research and Intensive Monitoring of Ecosystems network (PRIMENet). For eight years the EPA monitored ultraviolet (UV) radiation at this site, with the National Park Service (NPS) sponsoring a total climate and air monitoring station. Under the auspices of PRIMENet, research projects were initiated that investigated the effects of UV on amphibians, determined watershed mass balances, and developed a model of deposition along an elevational gradient. The monitoring data and research results have been used by park management to protect vegetation and water resources from ozone and deposition. These data are now being used to develop a “vital signs” monitoring program under the NPS’ Inventory and Monitoring Program. These data sets have been used in regional, national and international programs to protect human health and resources from air pollution. Public outreach has been accomplished through web site resources and via the Schoodic Education and Research Center.     

Effective application of monitoring information: the case of San Francisco Bay

The San Francisco Estuary Regional Monitoring Program (RMP) for Trace Substances is an innovative partnership among a regulatory agency, more than 70 regulated entities, and an independent scientific organization. The institutional arrangement behind the RMP has made the regulatory system increasingly responsive to emerging management needs, particularly with regard to the development of total maximum daily loads and ecosystem impairment assessment. Through multi-agency partnerships within and outside the RMP institutional structure, major information gaps for several pollutants of concern have been narrowed, resulting in a successful consensus-based regulatory approach to managing copper and nickel mass inputs into the Estuary. Short-term research efforts, based upon monitoring results, helped identify the most cost-effective control and remediation options for various bioaccumulative substances. Additionally, adaptive changes to the monitoring program documented the existence of widespread aquatic toxicity in the Estuary that is apparently due to pesticide runoff from agricultural and urban areas. One of the most important contributions of this collaborative monitoring program is the deliberate and systematic adjustment of management and research questions that serve to influence and add relevance to the overall research agenda related to San Francisco Estuary ecosystem assessment.     

Progress Toward Delisting a Great Lakes Area of Concern: The Role of Integrated Research and Monitoring in the Hamilton Harbour Remedial Action Plan

The goal of restoring environmental health and qualities to Hamilton Harbour Great Lakes Area of Concern, an embayment at the western end of Lake Ontario, is considered to be achievable by the year 2015. Restoring Hamilton Harbour is a dynamic process that relies heavily on research and monitoring to direct remediation efforts. Three principle means of coordinating this research and monitoring include: research and monitoring workshops; a monitoring catalogue outlining both government and nongovernment initiatives; and an annual report written by a local community group. These tools increase the effectiveness of remedial actions by: (i) improving stakeholders' ability to track trends; (ii) allowing program decision-makers to utilize adaptive management techniques to continuously modify programs based on new results; (iii) integrating interdisciplinary fields, and (iv) increasing accountability. This paper describes in detail these tools used for coordinating research and monitoring in implementing the Remedial Action Plan of the Hamilton Harbour Great Lakes Area of Concern, along with lessons learned to assist other implementers who are considering similar programs.     

Managing troubled data: coastal data partnerships smooth data integration

Understanding the ecology, condition, and changes of coastal areas requires data from many sources. Broad-scale and long-term ecological questions, such as global climate change, biodiversity, and cumulative impacts of human activities, must be addressed with databases that integrate data from several different research and monitoring programs. Various barriers, including widely differing data formats, codes, directories, systems, and metadata used by individual programs, make such integration troublesome. Coastal data partnerships, by helping overcome technical, social, and organizational barriers, can lead to a better understanding of environmental issues, and may enable better management decisions. Characteristics of successful data partnerships include a common need for shared data, strong collaborative leadership, committed partners willing to invest in the partnership, and clear agreements on data standards and data policy. Emerging data and metadata standards that become widely accepted are crucial. New information technology is making it easier to exchange and integrate data. Data partnerships allow us to create broader databases than would be possible for any one organization to create by itself.     

Optimising the sampling effort in riparian surveys

Riparian condition is commonly measured as part of stream health monitoring programs as riparian vegetation provides an intricate linkage between the terrestrial and aquatic ecosystems. Field surveys of a riparian zone provide comprehensive riparian attribute data but can be considerably intensive and onerous on resources and workers. Our objective was to assess the impact of reducing the sampling effort on the variation in key riparian health indicators. Subsequently, we developed a non-parametric approach to calculate an information retained (IR) statistic for comparing several constrained systematic sampling schemes to the original survey. The IR statistic is used to select a scheme that reduces the time taken to undertake riparian surveys (and thus potentially the costs) whilst maximising the IR from the original survey. Approximate bootstrap confidence intervals were calculated to improve the inferential capability of the IR statistic. The approach is demonstrated using riparian vegetation indicators collected as part of an aquatic ecosystem health monitoring program in Queensland, Australia. Of the nine alternative sampling designs considered, the sampling design that reduced the sampling intensity per site by sixfold without significantly comprising the quality of the IR, results in halving the time taken to complete a riparian survey at a site. This approach could also be applied to reducing sampling effort involved in monitoring other ecosystem health indicators, where an intensive systematic sampling scheme was initially employed.     

Application of statistical modeling to optimize a coastal water quality monitoring program

The long-term water quality monitoring program implemented by the Massachusetts Water Resources Authority in 1992 is extensive and has provide substantial understanding of the seasonality of the waters in both Boston Harbor and Massachusetts Bay and the response to improvements in effluent quality and offshore transfer of the effluent in September 2000. The monitoring program was designed with limited knowledge of spatial and temporal variability and long-term trends within the system. This led to an extensive spatial and temporal sampling program. The data through 2003 showed high correlation within physical parameters measured (e.g., salinity, dissolved oxygen) and in biological measures such as chlorophyll fluorescence. To address the potential sampling redundancies in the measurement program, an assessment of the impact of reduced levels of monitoring on the ability to make water quality decisions was completed. The optimization was conducted by applying statistical models that took into account whether there was evidence of a seasonal pattern in the data. The optimization used model survey average readings to identify temporal fixed effects, model survey-average-corrected individual station readings to identify spatial fixed effects, corrected the individual station readings for temporal and spatial fixed effects and derived a correlation model for the corrected data, and applied the correlation model to characterize the correlation of annual average readings from reduced monitoring programs with true parameter levels. Reductions in the number of sampling stations were found less detrimental to the quality of the data for annual decision-making than reductions in the number of surveys per year, although there is less of a difference in this regard for dissolved oxygen than there is for chlorophyll. The analysis led to recommendations for a substantially lower monitoring effort with minimal loss of information. The recommendation supported an annual budget savings of approximately $183,000. Most of the savings was from fewer surveys as approximately $21,000 came from the reduction in the number of stations monitored from 21 to 7 and associated laboratory analytical costs.     

浅谈中国机场噪声监控系统的发展

简述了机场噪声监控系统,分析了机场噪声监控系统在噪声管理上的作用,指出了国内机场噪声监控系统存在的问题,机场噪声管理水平落后,相关法律规范不够完善,机场噪声监控系统的应用处于探索阶段,机场噪声监控设备的软件功能有待加强。提出,应加快噪声监控系统相关的技术标准体系建设,对国内相关企业加强资金投入,扶持自主技术的研发,推行试点研究,示范项目学习,注重自主研发,推进公众参与度,提升服务功能。     

Long-Term Relationship between Phosphorus Inputs and Wetland Phosphorus Concentrations in a Northern Everglades Marsh

Assessments of long-term relationships between changes innutrient inputs and wetland nutrient concentrations can becomplicated by fluctuations in other environmental factors aswell as by problems typical of long-term monitoring data.Consequently, statistical analysisof these types of data sets requirescareful consideration of environmental covariates, potentialbiases in the monitoring design, and irregularities caused bychanges in field sampling protocols. We evaluated therelationship between anthropogenic phosphorus (P) inputs andwater-column total P (TP) concentrations in a northernEverglades marsh by statistically analyzing available datacollected from several sampling programs over the past 20 years(1978–1997). Canal inputs of agricultural runoff contributemost of the P to the marsh and have produced a zone ofenrichment within the marsh during the past few decades.Regression analyses showed that both canal and marsh TPconcentrations increased during the 1980s and then decreased inthe 1990s. However, the statistical relationship between canal Pinputs and marsh TP, while significant, generally was weakexcept for marsh locations adjacent to the canal. Strongerrelationships existed between marsh TP and hydrologic parameterssuch as marsh water depth, which is controlled by changes inweather patterns and marsh management. In particular, dryconditions during the 1980s may have contributed to observedincreases in marsh P concentrations and the movement of a P`front' further into the marsh. Higher rainfall and water depthsand agricultural best management programs initiated during the1990s have been associated with reduced P concentrations incanal waters entering the marsh. While it is anticipated thatthis reduction eventually will result in lower marsh TPconcentrations, this effect is not yet evident, possibly due tointernal loading of P from enriched marsh soils. Our findingsillustrate some of the environmental factors that can complicateattempts to develop empirical relationships between P inputs andwetland P concentrations and to use such relationships to forecast changesin marsh concentrations based on past monitoring data alone.