Application of ecological theory to determining recovery potential of disturbed lotic ecosystems: Research needs and priorities

This article summarizes the views of aquatic scientists who gathered to assess the ability of stream ecosystem theory to predict recovery from disturbance. Two views of disturbance were evident: a discrete removal of organisms vs an unusual deviation from normal. These were perceived as applying to different scales and/or objectives. Long-term information is required from both points of view to define recovery. Recovery also may be defined in different ways, but it is clear that recovery has both spatial and temporal components, and includes both physical and biological processes. Consensus was very strong that a major role (and challenge) for theory lies in the understanding of spatial aspects, temporal scales, coupling of physics and biology, and the interaction of these features in recovery processes. Some progress is evident in the articles of this volume, but among the topics identified as critical for further theoretical contributions were: homogeneous vs heterogeneous distribution of disturbance, local extent of disturbance relative to a regional context, critical vs noncritical patches (size and location) of disturbance at different spatial scales and temporal frequencies, delineation of reversible and nonreversible processes, and physical and biological constraints on the time frame for recovery. Such concepts need attention across different types of lotic ecosystems. Thus, there was strong consensus that a national monitoring system of representative lotic ecosystems within ecological regions be established. The purpose of this monitoring system would be to acquire long-term data on natural variability, to establish viable indicators of spatial and temporal aspects of recovery, and to develop and test emerging theoretical developments.     

STREAM ASSESSMENTS USING BIOTIC INDICES: RESPONSES TO PHYSICOCHEMICAL VARIABLES1

ABSTRACT: Responses of the Wyoming Stream Integrity Index (WSII), a regionally calibrated multimetric index, were investigated in relation to background elevational changes in water quality and habitat conditions versus accelerated anthropogenic degradation at the watershed scale. Assessments were conducted for three rivers in southeast Wyoming: the Little Medicine Bow River, the Medicine Bow River, and Rock Creek. Pearson correlation coefficients and regression models related “core metrics” and index scores to elevational gradients of physicochemical variables. Velocity, substrate, and weighted habitat values were positively correlated to index scores, while suspended solids was negatively correlated. The exclusive dependence of index scores on physical variables specifies the type of environmental gradients the WSII is most robust in detecting. The individual “core metrics” Plecoptera taxa, Trichoptera taxa, percent Trichoptera without Hydropsychidae, and percent noninsects appeared most sensitive to physical changes and were thus driving associations between index scores and physical variables. Despite strong correlations with physical variables, anomalies existed where habitat conditions were good, unknown stressors existed, or gradients were naturally occurring despite “Poor” index scores (i.e., degraded stream conditions). Such findings illustrate the influence of regional variability on biotic indices and the importance of identifying sufficient reference and impaired stream reaches used to develop and calibrate multimetric indices relying on reference conditions.     

Rapid Geomorphic and Habitat Stream Assessment Techniques Inform Restoration Differently Based on Levels of Stream Disturbance

Visual‐based rapid assessment techniques provide an efficient method for characterizing the restoration potential of streams, with many focusing on channel stability and instream habitat features. Few studies, however, have compared these techniques to see if they result in differing restoration priorities. Three rapid assessment techniques were contrasted at three wild trout streams in western New York with different amounts of channel disturbance. Two methods focused only on geomorphic stability, whereas the third addressed physical habitat condition. Habitat assessment scores were not correlated with scores for either geomorphic assessment method and they varied more between channels with different degrees of disturbance. A model based on dynamic equilibrium concepts best explains the variation among the streams and techniques because it accounts for a stream's capacity to maintain ecological integrity despite some inherent instability. Geomorphic indices can serve as effective proxies for biological indices in highly disturbed systems. Yet, this may not be the case in less disturbed systems, where geomorphic indices cannot differentiate channel adjustments that impact biota from those that do not. Dynamically stable streams can include both stable and unstable reaches locally as characterized by geomorphic methods and translating these results into restoration priorities may not be appropriate if interpretations are limited to the reach scale.     

Recovery of lotic communities and ecosystems from disturbance—A narrative review of case studies

We present a narrative account of case studies of the recovery of flowing water systems from disturbance, focusing on the investigators' conclusions about recovery time and the factors contributing to recovery. We restrict our attention to case studies in which the recovery of some biological property of the system has been examined, excluding those that deal only with physical or chemical properties. Although natural processes and rates of recovery are emphasized, studies of reclamation or restoration of damaged ecosystems are included where they contribute to an understanding of recovery processes. For the majority of studies examined, the systems recovered quite rapidly. The most commonly cited reasons for short recovery times were: (1) life history characteristics that allowed rapid recolonization and repopulation of the affected areas, (2) the availability and accessibility of unaffected up-stream and downstream areas and internal refugia to serve as sources of organisms for repopulation, (3) the high flushing rates of lotic systems that allowed them to quickly dilute or replace polluted waters, and (4) the fact that lotic systems are naturally subjected to a variety of disturbances and the biota have evolved life history characteristics that favor flexibility or adaptability. In general, longer recovery times were observed in disturbances, such as channelization, that resulted in alterations to physical conditions. This review also indicates that much of our knowledge of recovery in lotic ecosystems is fragmented and uncoordinated. In addition to establishing the bounds of recovery time, our review identifies some research gaps that need to be filled.     

Marine Habitat Classification for Ecosystem-Based Management: A Proposed Hierarchical Framework

Creating a habitat classification and mapping system for marine and coastal ecosystems is a daunting challenge due to the complex array of habitats that shift on various spatial and temporal scales. To meet this challenge, several countries have, or are developing, national classification systems and mapping protocols for marine habitats. To be effectively applied by scientists and managers it is essential that classification systems be comprehensive and incorporate pertinent physical, geological, biological, and anthropogenic habitat characteristics. Current systems tend to provide over-simplified conceptual structures that do not capture biological habitat complexity, marginalize anthropogenic features, and remain largely untested at finer scales. We propose a multi-scale hierarchical framework with a particular focus on finer scale habitat classification levels and conceptual schematics to guide habitat studies and management decisions. A case study using published data is included to compare the proposed framework with existing schemes. The example demonstrates how the proposed framework’s inclusion of user-defined variables, a combined top-down and bottom-up approach, and multi-scale hierarchical organization can facilitate examination of marine habitats and inform management decisions.     

Prioritizing ecological and human welfare risks from environmental stresses

The ecological systems of Earth are subjected to a wide array of environmental stresses resulting from human activities. The development of appropriate environmental protection and management policies and the appropriate allocation of resources across environmental stresses require a systematic evaluation of relative risks. The data and methodologies for comprehensive ecological risk assessment do not exist, yet we do have considerable understanding of econological stress-response relationships. A methodology is presented to utilize present knowledge for assignment of relative risks to ecological systems and human welfare from anthropogenic stresses. The resultant priorities, developed for the US Environmental Protection Agency's (EPA) relative risk reduction project, highlight global climate change, habitat alteration, stratospheric ozone depletion, and species depletion as the highest environmental risks, significantly diverging from the present emphasis by EPA and the public on toxic chemical issues. Enhanced attention to ecological issues by EPA and development of ecological risk assessment methodologies that value ecological and economic issues equitably are key recommendations.     

Determining Ecological Equivalence in Service-to-Service Scaling of Salt Marsh Restoration

The amount of ecological restoration required to mitigate or compensate for environmental injury or habitat loss is often based on the goal of achieving ecological equivalence. However, few tools are available for estimating the extent of restoration required to achieve habitat services equivalent to those that were lost. This paper describes habitat equivalency analysis (HEA), a habitat-based “service-to-service” approach for determining the amount of restoration needed to compensate for natural resource losses, and examines issues in its application in the case of salt marsh restoration. The scientific literature indicates that although structural attributes such as vegetation may recover within a few years, there is often a significant lag in the development of ecological processes such as nutrient cycling that are necessary for a fully functioning salt marsh. Moreover, natural variation can make recovery trajectories difficult to define and predict for many habitat services. HEA is an excellent tool for scaling restoration actions because it reflects this ecological variability and complexity. At the same time, practitioners must recognize that conclusions about the amount of restoration needed to provide ecological services equivalent to those that are lost will depend critically on the ecological data and assumptions that are used in the HEA calculation.     

Recovery of lotic periphyton communities after disturbance

Periphyton communities represent potentially excellent candidates for assessing the recovery of lotic ecosystems after disturbance. These communities are ubiquitous, relatively easy to sample and measure (in terms of total community biomass), have short generation times, and may influence the recovery rates of higher trophic levels. The first section of this article analyzes how site availability, species availability, and differential species performance influence periphyton successional dynamics. This background information provides a foundation for understanding how periphytic organisms respond after a disturbance. The second section of this article analyzes how periphyton communities respond to four different types of disturbance (flood events, desiccation, organic nutrient enrichment, and toxic metal exposure). Although data are limited, it is concluded that the fast growth rates and short generation times of periphytic organisms, coupled with their flexible life history strategies and good dispersal ability, allow lotic periphyton communities to recover relatively quickly after a disturbance. In addition, disturbance type and severity, local environmental conditions, and site-specific factors also will influence recovery rates. Future research needs include a better understanding of: (1) what periphyton property(ies) would serve as the best index of recovery; (2) whether or not the robustness of this index varies among different environments and different disturbances; (3) interactions between autotrophs and heterotrophs within the periphyton mat, particularly with respect to nutrient cycling; (4) competitive interactions among organisms; (5) functional redundancy of organisms; and (6) the influence of the riparian zone and channel geomorphology on periphyton recovery rates.     

Stochastical analysis of surfactant-enhanced remediation of denser-than-water nonaqueous phase liquid (DNAPL)-contaminated soils

Stochastical analysis was performed to assess the effect of soil spatial variability and heterogeneity on the recovery of denser-than-water nonaqueous phase liquids (DNAPL) during the process of surfactant-enhanced remediation. UTCHEM, a three-dimensional, multicomponent, multiphase, compositional model, was used to simulate water flow and chemical transport processes in heterogeneous soils. Soil spatial variability and heterogeneity were accounted for by considering the soil permeability as a spatial random variable and a geostatistical method was used to generate random distributions of the permeability. The randomly generated permeability fields were incorporated into UTCHEM to simulate DNAPL transport in heterogeneous media and stochastical analysis was conducted based on the simulated results. From the analysis, an exponential relationship between average DNAPL recovery and soil heterogeneity (defined as the standard deviation of log of permeability) was established with a coefficient of determination (r2) of 0.991, which indicated that DNAPL recovery decreased exponentially with increasing soil heterogeneity. Temporal and spatial distributions of relative saturations in the water phase, DNAPL, and microemulsion in heterogeneous soils were compared with those in homogeneous soils and related to soil heterogeneity. Cleanup time and uncertainty to determine DNAPL distributions in heterogeneous soils were also quantified. The study would provide useful information to design strategies for the characterization and remediation of nonaqueous phase liquid-contaminated soils with spatial variability and heterogeneity.     

Effects of Riparian Areas,Stream Order,and Land Use Disturbance on Watershed‐Scale Habitat Potential: An Ecohydrologic Approach to Policy1

Abstract: Spatio‐temporal linkages between hydrologic and ecologic dimensions of watersheds play a critical role in conservation policies. Habitat potential is influenced by variation along longitudinal and lateral gradients and land use disturbance. An assessment of these influences provides critical information for protecting watershed ecosystems and in making spatially explicit, conservation decisions. We use an ecohydrologic approach that focuses on interface between hydrological and ecological processes. This study focuses on changes in watershed habitat potentials along lateral (riparian), and longitudinal (stream order) dimensions and disturbance (land use). The habitat potentials were evaluated for amphibians, reptiles, mammals, and birds in the Westfield River Watershed of Massachusetts using geographic information systems and multivariate analysis. We use a polynomial model to study nonlinear effects using robust regression. Various spatial policies were modeled and evaluated for influence on species diversity. All habitat potentials showed a strong influence along spatial dimensions and disturbance. The habitat potential for all vertebrate groups studied decreased as the distance from the riparian zone increased. Headwaters and lower order subwatersheds had higher levels of species diversity compared to higher order subwatersheds. It was observed that locations with the least disturbance also had higher habitat potential. The study identifies three policy criteria that could be used to identify critical areas within a watershed to conserve habitat suitable for various species through management and restoration activities. A spatially variable policy that is based on stream order, riparian distance, and land use can be used to maximize watershed ecological benefits. Wider riparian zones with variable widths, protection of headwaters and lower order subwatersheds, and minimizing disturbance in riparian and headwater areas can be used in watershed policy. These management objectives could be achieved using targeted economic incentives, best management practices, zoning laws, and educational programs using a watershed perspective.     

Integrating long-term stewardship goals into the remediation process: natural resource damages and the Department of Energy

The United States and other developed countries are faced with restoring and managing degraded ecosystems. Evaluations of the degradation of ecological resources can be used for determining ecological risk, making remediation or restoration decisions, aiding stakeholders with future land use decisions, and assessing natural resource damages. Department of Energy (DOE) lands provide a useful case study for examining degradation of ecological resources in light of past or present land uses and natural resource damage assessment (NRDA). We suggest that past site history should be incorporated into the cleanup and restoration phase to reduce the ultimate NRDA costs, and hasten resource recovery. The lands that DOE purchased over 50 years ago ranged from relatively undisturbed to heavily impacted farmland, and the impact that occurred from DOE occupation varies from regeneration of natural ecosystems (benefits) to increased exposure to several stressors (negative effects). During the time of the DOE releases, other changes occurred on the lands, including recovery from the disturbance effects of farming, grazing, and residential occupation, and the cessation of human disturbance. Thus, the injury to natural resources that occurred as a result of chemical and radiological releases occurred on top of recovery of already degraded systems. Both spatial (size and dispersion of patch types) and temporal (past/present/future land use and ecological condition) components are critical aspects of resource evaluation, restoration, and NRDA. For many DOE sites, integrating natural resource restoration with remediation to reduce or eliminate the need for NRDA could be a win-win situation for both responsible parties and natural resource trustees by eliminating costly NRDAs by both sides, and by restoring natural resources to a level that satisfies the trustees, while being cost-effective for the responsible parties. It requires integration of remediation, restoration, and end-state planning to a greater degree than is currently done at most DOE sites.     

'Biohyets': a method for displaying the extent and severity of environmental impacts

Bioindicators are often more sensitive indicators of both biodiversity and environmental change than abiotic pollution parameters. The responses of selected plants and animals to anthropogenic insults can be used to assess environmental responses at a variety of spatial and temporal scales. This study maps the response of key reptile, mammal, bird and plant species to airborne contaminants around a large mine and mineral processing operation at Olympic Dam in arid Australia. The responses of different bioindicators should ideally be integrated in order to comprehend overall trends in biological integrity adjacent to pollution sources. Assimilation of different bioindicator responses allows greater precision and geographic coverage of the monitored region and reduces potential distortion from unrelated biological or monitoring responses of individual indicator groups. A single, integrated measure of ecosystem health that overlays the responses of otherwise incompatible datasets, is also of more value to industrial operators and environmental regulators than several disparate responses. Biohyets, which are the contours of bioindicator index values derived from multiple biotic measurements, are here used to map variability in ecosystem health and to identify regions, response variables and disturbance parameters for more rigorous analysis.     

Evaluating Microbial Indicators of Environmental Condition in Oregon Rivers

Traditional bacterial indicators used in public health to assess water quality and the Biolog system were evaluated to compare their response to biological, chemical, and physical habitat indicators of stream condition both within the state of Oregon and among ecoregion aggregates (Coast Range, Willamette Valley, Cascades, and eastern Oregon). Forty-three randomly selected Oregon river sites were sampled during the summer in 1997 and 1998. The public health indicators included heterotrophic plate counts (HPC), total coliforms (TC), fecal coliforms (FC) and Escherichia coli (EC). Statewide, HPC correlated strongly with physical habitat (elevation, riparian complexity, % canopy presence, and indices of agriculture, pavement, road, pasture, and total disturbance) and chemistry (pH, dissolved O2, specific conductance, acid-neutralizing capacity, dissolved organic carbon, total N, total P, SiO2, and SO4). FC and EC were significantly correlated generally with the river chemistry indicators. TC bacteria significantly correlated with riparian complexity, road disturbance, dissolved O2, and SiO2 and FC. Analyzing the sites by ecoregion, eastern Oregon was characterized by high HPC, FC, EC, nutrient loads, and indices of human disturbance, whereas the Cascades ecoregion had correspondingly low counts of these indicators. The Coast Range and Willamette Valley presented inconsistent indicator patterns that are more difficult to characterize. Attempts to distinguish between ecoregions with the Biolog system were not successful, nor did a statistical pattern emerge between the first five principle components and the other environmental indicators. Our research suggests that some traditional public health microbial indicators may be useful in measuring the environmental condition of lotic systems.     

Assessing Linkages in Stream Habitat,Geomorphic Condition,and Biological Integrity Using a Generalized Regression Neural Network

Watershed managers often use physical geomorphic and habitat assessments in making decisions about the biological integrity of a stream, and to reduce the cost and time for identifying stream stressors and developing mitigation strategies. Such analysis is difficult since the complex linkages between reach‐scale geomorphic and habitat conditions, and biological integrity are not fully understood. We evaluate the effectiveness of a generalized regression neural network (GRNN) to predict biological integrity using physical (i.e., geomorphic and habitat) stream‐reach assessment data. The method is first tested using geomorphic assessments to predict habitat condition for 1,292 stream reaches from the Vermont Agency of Natural Resources. The GRNN methodology outperforms linear regression (69% vs. 40% classified correctly) and improves slightly (70% correct) with additional data on channel evolution. Analysis of a subset of the reaches where physical assessments are used to predict biological integrity shows no significant linear correlation, however the GRNN predicted 48% of the fish health data and 23% of macroinvertebrate health. Although the GRNN is superior to linear regression, these results show linking physical and biological health remains challenging. Reasons for lack of agreement, including spatial and temporal scale differences, are discussed. We show the GRNN to be a data‐driven tool that can assist watershed managers with large quantities of complex, nonlinear data.     

Putting the “Ecology” into Environmental Flows: Ecological Dynamics and Demographic Modelling

There have been significant diversions of water from rivers and streams around the world; natural flow regimes have been perturbed by dams, barriers and excessive extractions. Many aspects of the ecological 'health' of riverine systems have declined due to changes in water flows, which has stimulated the development of thinking about the maintenance and restoration of these systems, which we refer to as environmental flow methodologies (EFMs). Most existing EFMs cannot deliver information on the population viability of species because they: (1) use habitat suitability as a proxy for population status; (2) use historical time series (usually of short duration) to forecast future conditions and flow sequences; (3) cannot, or do not, handle extreme flow events associated with climate variability; and (4) assume process stationarity for flow sequences, which means the past sequences are treated as good indicators of the future. These assumptions undermine the capacity of EFMs to properly represent risks associated with different flow management options; assumption (4) is untenable given most climate-change predictions. We discuss these concerns and advocate the use of demographic modelling as a more appropriate tool for linking population dynamics to flow regime change. A 'meta-species' approach to demographic modelling is discussed as a useful step from habitat based models towards modelling strategies grounded in ecological theory when limited data are available on flow-demographic relationships. Data requirements of demographic models will undoubtedly expose gaps in existing knowledge, but, in so doing, will strengthen future efforts to link changes in river flows with their ecological consequences.     

Spatial patterns of recreation impact on experimental campsites

Management of camping impacts in protected areas worldwide is limited by inadequate understanding of spatial patterns of impact and attention to spatial management strategies. Spatial patterns of campsite impact were studied in two subalpine plant communities in the Wind River Mountains, Wyoming, USA (a forest and a meadow). Response to chronic disturbance and recovery from acute disturbance were both assessed. Previously undisturbed sites were camped on at intensities of one and four nights/year, for either one or three consecutive years. Recovery was followed for three years on sites camped on for one year. Percent bare ground, assessed in 49 contiguous 1 m2 quadrats, increased with increasing use frequency, particularly on the forest sites. Magnitude of impact varied spatially within campsites, with impact decreasing as distance from the center of the campsite increased. On the more fragile forest sites, this radial impact pattern developed rapidly and remained after three years of recovery. Concentration of camping activities around a centrally located small cooking stove was the apparent cause of this pattern. Maximum variation in magnitude of impact occurred at intermediate levels of campsite use and disturbance. The magnitude, variability and spatial pattern of impact varied with the spatial scale of analysis. Generally, results of these controlled experiments are consistent with earlier studies of campsites and validate the management implications derived from those studies. Even where campers use low-impact techniques, low levels of camping use can cause substantial impact and it is important to concentrate use. On resistant sites, however, it is possible that low levels of use can be sustained with minimal resultant impact.     

Associating Ecosystem Service Losses with Indicators of Toxicity in Habitat Equivalency Analysis

Habitat equivalency analysis (HEA) was developed as a tool to scale mitigation or restoration when habitat is contaminated by hazardous substances or has been otherwise harmed by anthropogenic activities. Applying HEA involves balancing reductions in habitat quality against gains from restoration actions, and quantifying changes in habitat quality in terms of ecological services. We propose a framework for developing ecological service definitions and measures that incorporate knowledge about the impacts of chemical contaminants on biota. We describe a general model for integrating multiple lines of evidence about the toxicity of hazardous substances to allow mapping of toxicological inputs to ecological service losses. We provide an example of how this framework might be used in a HEA that quantifies ecological services provided by estuarine sediments contaminated with polycyclic aromatic hydrocarbons.     

Recovery of lotic macroinvertebrate communities from disturbance

Ecosystem disturbances produce changes in macrobenthic community structure (abundances, biomass, and production) that persist for a few weeks to many decades. Examples of disturbances with extremely long-term effects on benthic communities include contamination by persistent toxic agents, physical changes in habitats, and altered energy inputs. Stream size, retention, and local geomorphology may ameliorate the influence of disturbances on invertebrates. Disturbances can alter food webs and may select for favorable genotypes (e.g., insecticidal resistance). Introductions of pesticides into lotic ecosystems, which do not result in major physical changes within habitats, illustrate several factors that influence invertebrate recovery time from disturbance. These include: (1) magnitude of original contamination, toxicity, and extent of continued use; (2) spatial scale of the disturbance; (3) persistence of the pesticide; (4) timing of the contamination in relation to the life history stages of the organisms; (5) vagility of populations influenced by pesticides; and (6) position within the drainage network. The ability of macroinvertebrates to recolonize denuded stream habitats may vary greatly depending on regional life histories, dispersal abilities, and position within the stream network (e.g., headwaters vs larger rivers). Although downstream drift is the most frequently cited mechanism of invertebrate recolonization following disturbance in middle- and larger-order streams, evidence is presented that shows aerial recolonization to be potentially important in headwater streams. There is an apparent stochastic element operating for aerial recolonization, depending on the timing of disturbance and flight periods of various taxa. Available evidence indicates that recolonization of invertebrate taxa without an aerial adult stage requires longer periods of time than for those that possess winged, terrestrial adult stages (i.e., most insects). Innovative, manipulative experiments are needed in order to address recolonization mechanisms of animals inhabiting streams that differ in size, latitude, disturbance frequency and magnitude, as well as the potential influence of early colonists on successional sequences of species following disturbance.