Representational success: A new paradigm for achieving species protection by reserve site selection

Models for designing habitat reserve networks have focused on minimizing the number of sites necessary to cover each species one or more times. A solution to this problem is usually one from among a large number of alternative optimal configurations of sites. This paper develops an iterative method for building reserve networks that produces an optimal solution to the species set covering problem (SSCP) and also maximizes the number of species covered two or more times, three or more times, and so on, conditional on the solution to the previous iteration. We refer to this as representational success. Thus, a pareto optimal species set covering is achieved that is preferable to an arbitrary optimal solution to the SSCP.     

Applying mathematical programming to reserve selection

During the last 10–15 years heuristic methods have been developed for problems in optimal reserve selection. Unfortunately, there is no guarantee that heuristics will find optimal solutions. In recognizing this limitation, analysts have formulated reserve selection problems as set covering problems, for which matrix reduction and integer (0/1) programming can be used to find optimal solutions. In this paper we restate the set covering formulation and review solution techniques. A new 0/1 programming model, which is a generalization of the set covering model, is then presented and applied to a hypothetical reserve selection problem. Objectives of minimizing the number of sites selected and maximizing the number of species represented are addressed. Solutions which characterize the tradeoffs between these objectives provide a rich set of information for planners and decision makers. Applications of mathematical programming to related problems in land use planning and forestry are also discussed.     

A Scenario Optimization Model for Dynamic Reserve Site Selection

Conservation planners are called upon to make choices and trade-offs about the preservation of natural areas for the protection of species in the face of development pressures. We addressed the problem of selecting sites for protection over time with the objective of maximizing species representation, with uncertainty about future site development, and with periodic constraints on the number of sites that can be selected. We developed a 0–1, linear optimization model with 2 periods to select the sites that maximize expected species coverage subject to budget constraints. The model is based on the idea that development uncertainty can be characterized by a set of scenarios, each of which is a possible second-period development outcome for the set of sites. We also suggest that our 2-period model can be used in a sequential fashion that is consistent with adaptive planning. Results are presented for the Fox River watershed in Chicago.     

A Scenario Optimization Model for Dynamic Reserve Site Selection

Conservation planners are called upon to make choices and trade-offs about the preservation of natural areas for the protection of species in the face of development pressures. We addressed the problem of selecting sites for protection over time with the objective of maximizing species representation, with uncertainty about future site development, and with periodic constraints on the number of sites that can be selected. We developed a 0–1, linear optimization model with 2 periods to select the sites that maximize expected species coverage subject to budget constraints. The model is based on the idea that development uncertainty can be characterized by a set of scenarios, each of which is a possible second-period development outcome for the set of sites. We also suggest that our 2-period model can be used in a sequential fashion that is consistent with adaptive planning. Results are presented for the Fox River watershed in Chicago.     

Designing a conservation reserve network with minimal fragmentation: A linear integer programming approach

In the biological conservation literature, the optimum reserve site selection problem has often been addressed by using the prototype set covering and maximal covering formulations, assuming that representation of species is the only criterion in site selection. This approach usually results in a small but highly fragmented reserve, which is not useful for practical conservation planning. To improve the chances of species' persistence, it may be desirable to reduce habitat fragmentation. This paper presents a linear integer programming formulation to minimize spatial gaps between selected sites in a reserve network, which is applied to a data set on breeding birds. The authors express their willingness to share the database used in this study. Those readers who wish to have access to the data may contact Robert A. Briers at r.briers@napier.ac.uk.     

Limitations of habitats as biodiversity surrogates for conservation planning in estuaries

Increasing pressures on global biodiversity and lack of data on the number and abundance of species have motivated conservation planners and researchers to use more readily available information as proxies or surrogates for biodiversity. “Habitat” is one of the most frequently used surrogates but its assumed value in marine conservation planning is not often tested. The present study developed and tested three alternative habitat classification schemes of increasing complexity for a large estuary in south-east Australia and tested their effectiveness in predicting spatial variation in macroinvertebrate biodiversity and selecting estuarine protected areas to represent species. The three habitat classification schemes were: (1) broad-scale habitats (e.g., mangroves and seagrass), (2) subdivision of each broad-scale habitat by a suite of environmental variables that varied significantly throughout the estuary, and (3) subdivision of each broad-scale habitat by the subset of environmental variables that best explained spatial variation in macroinvertebrate biodiversity. Macroinvertebrate assemblages differed significantly among the habitats in each classification scheme. For each classification scheme, habitat richness was significantly correlated with species richness, total density of macroinvertebrates, assemblage dissimilarity, and summed irreplaceability. However, in a reserve selection process designed to represent examples of each habitat, no habitat classification scheme represented species significantly better than a random selection of sites. Habitat classification schemes may represent variation in estuarine biodiversity; however, the results of this study suggest they are inefficient in designing representative networks of estuarine protected areas.     

Maximizing Species Representation under Limited Resources: A New and Efficient Heuristic

The maximal covering species problem (MCSP) is becoming an accepted method for selecting networks of reserves for the preservation of species and their habitats. Drawing on experience with the MC location P (MCLP), we expect that the objective function in the region of the optimum is quite flat. This implies many equal-optimal and near-optimal solutions for any particular problem. We propose a new type of heuristic for the MCSP: an interchange heuristic which frequently provides a better solution than greedy adding heuristics now commonly used. The proposed interchange heuristic, with multiple random starts, gives one a range of alternative sets of sites rather than a single mathematically selected solution, from which a final satisfactory solution can be chosen.     

Selecting Species for Marine Assessment of Radionuclides Around Amchitka: Planning for Diverse Goals and Interests

Considerable attention has been devoted to selecting bioindicator species as part of monitoring programs for exposure and effects from contaminants in the environment. Yet the rationale for selection of bioindicators is often literature-based, rather than developed with a firm site-specific base of data on contaminant levels in a diverse range of organisms at different trophic levels in the same ecosystem. We suggest that this latter step is an important phase in the environmental assessment process that is often missing. In this paper we address the problem of how to select a wide range of species representing different trophic levels that serve as a basis for selecting a few species suitable as bioindicators. We illustrate this with our assessment of radionuclides on Amchitka Island, Alaska. We propose a multi-stage process for arriving at the list of available species that includes review of literature, review by experts experienced in the area, review by interested and affected parties, selection of trophic levels or groups for analysis, arraying of possible species, and selection of species within each trophic level group for sample collection. We first had to identify all likely species, then narrow our focus to those we could collect and analyze. In all cases, review includes suggestions for possible target species with justifications. While this method increases the up-front costs of developing bioindicators for an ecosystem, it has the advantage of providing information for selection of species that will be most informative in the long run, including those that are the best bioaccumulators, thus providing the earliest warning of any potential environmental consequences. Further, the recognition that a range of stakeholder's needs and interests should be included increases the utility for public-policy makers, and the potential for continued usage to establish long-term trends.     

Analysis of the Threshold and Expected Coverage Approaches to the Probabilistic Reserve Site Selection Problem

Two approaches to formulating the reserve site selection problem when species occurrence data is probabilistic were solved for terrestrial vertebrates in a small set of potential reserve sites in Oregon. The expected coverage approach, which maximizes the sum of the occurrence probabilities, yielded solutions that covered more species on average in Monte Carlo simulations than the threshold approach, which maximizes the number of species for which the occurrence probability exceeds some threshold.     

Estimating vertebrate,benthic macroinvertebrate,and diatom taxa richness in raftable Pacific Northwest rivers for bioassessment purposes

The number of sites sampled must be considered when determining the effort necessary for adequately assessing taxa richness in an ecosystem for bioassessment purposes; however, there have been few studies concerning the number of sites necessary for bioassessment of large rivers. We evaluated the effect of sample size (i.e., number of sites) necessary to collect vertebrate (fish and aquatic amphibians), macroinvertebrate, and diatom taxa from seven large rivers in Oregon and Washington, USA during the summers of 2006–2008. We used Monte Carlo simulation to determine the number of sites needed to collect 90–95% of the taxa 75–95% of the time from 20 randomly located sites on each river. The river wetted widths varied from 27.8 to 126.0 m, mean substrate size varied from 1 to 10 cm, and mainstem distances sampled varied from 87 to 254 km. We sampled vertebrates at each site (i.e., 50 times the mean wetted channel width) by nearshore-raft electrofishing. We sampled benthic macroinvertebrates nearshore through the use of a 500-μm mesh kick net at 11 systematic stations. From each site composite sample, we identified a target of 500 macroinvertebrate individuals to the lowest possible taxon, usually genus. We sampled benthic diatoms nearshore at the same 11 stations from a 12-cm² area. At each station, we sucked diatoms from soft substrate into a 60-ml syringe or brushed them off a rock and rinsed them with river water into the same jar. We counted a minimum of 600 valves at 1,000× magnification for each site. We collected 120–211 diatom taxa, 98–128 macroinvertebrate taxa, and 14–33 vertebrate species per river. To collect 90-95% of the taxa 75-95% of the time that were collected at 20 sites, it was necessary to sample 11–16 randomly distributed sites for vertebrates, 13–17 sites for macroinvertebrates, and 16–18 sites for diatoms. We conclude that 12–16 randomly distributed sites are needed for cost-efficient sampling of vertebrate richness in the main stems of our study rivers, but 20 sites markedly underestimates the species richness of benthic macroinvertebrates and diatoms in those rivers.     

Methodological scheme for designing the monitoring of genetically modified crops at the regional scale

According to EC regulations the deliberate release of genetically modified (GM) crops into the agro-environment needs to be accompanied by environmental monitoring to detect potential adverse effects, e.g.unacceptable levels of gene flow from GM to non-GM crops, or adverse effects on single species or species groups thus reducing biodiversity. There is, however, considerable scientific and public debate on how GM crops should be monitored with sufficient accuracy, discussing questions of potential adverse effects, agro-environmental variables or indicators to be monitored and respective detection methods; Another basic component, the appropriate number and location of monitoring sites, is hardly considered. Currently, no consistent GM crop monitoring approach combines these components systematically. This study focuses on and integrates spatial agro-environmental aspects at a landscape level in order to design monitoring networks. Based on examples of environmental variables associated with the cropping of Bt-Maize (Zea maize L.), herbicide-tolerant (HT) winter oilseed rape (Brassica napus L.), HT sugar beet (Beta vulgaris L.), and starch-modified potato (Solanum tuberosum L.), we develop a transferable framework and assessment scheme that comprises anticipated adverse environmental effects, variables to be measured and monitoring methods.These we integrate with a rule-based GIS (geographic information system) analysis, applying widely available spatial area and point information from existing environmental networks. This is used todevelop scenarios with optimised regional GM crop monitoring networks.     

Counterpart Models in Facility Location Science and Reserve Selection Science

Five classes of zero–one programming models for discrete facility location problems are compared to counterpart models for the selection of conservation reserves. The basic problem of siting facilities to cover demand for services is analogous to the problem of selecting reserves to support species diversity. The classes of models include the set covering and maximal covering models, as well as models for backup and redundant coverage. Issues of reliability and uncertainty are addressed by chance constrained covering models and maximal expected covering models. Exact and heuristic solution approaches are discussed. Multi-objective and economic issues are considered.     

A method for monitoring ground water quality near waste storage facilities

A practical optimization approach developed in this paper derives effective monitoring configurations for detecting contaminants in ground water. The approach integrates numerical simulation of contaminant transport and mathematical programming. Well sites identified by the methodology can be monitored to establish the occurrence of a contaminant release before a plume migrates to a regulatory compliance boundary. Monitoring sites are established along several horizons located between the downgradient margin of a contaminant source and a compliance boundary. A horizon can form an effective line of defense against contaminant migration to the compliance boundary if it is spanned (covered) by a sufficient number of sites to yield a well spacing that is equal to or less than a maximum value established by numerical modeling. The objective function of the integer programming model formulation expresses the goals of: (1) covering a maximum number of siting horizons, and (2) allocating wells to the single most effective horizon. The latter is determined from well spacing requirements and the width of the zone of potential contaminant migration traversed by the horizon. The methodology employs a highly tractable linear programming model formulation, and the user is not required to predefine a set of potential well sites. These attributes can facilitate its implementation in practice.     

Spatial Scale of Autocorrelation of Assemblages of Benthic Invertebrates in Two Upland Rivers in South-Eastern Australia and Its Implications for Biomonitoring and Impact Assessment in Streams

Spatial autocorrelation in ecological systems is a critical issue for monitoring (and a general understanding of ecological dynamics) yet there are very few data available, especially for riverine systems. Here, we report here on assemblage-level autocorrelation in the benthic-invertebrate assemblages of riffles in two adjacent, relatively pristine rivers in south-eastern Victoria, Australia (40-km reaches of the Wellington [surveys in summers of 1996 and 1997] and Wonnangatta Rivers [survey in summer of 1996 only], with 16 sites in each river). We found that analyses were similar if the data were resolved to family or to species level. Spatial autocorrelation was assessed by using Mantel-tests for the data partitioned into different sets of spatial separations of survey sites (e.g. 0–6 km, 6–12 km, etc.). We found strong small-scale (≤6 km) autocorrelation in the Wellington River, which is consistent with known dispersal abilities of many aquatic invertebrates. Surprisingly, there were strong negative correlations at longer distance classes for the Wellington River in one of the two summers (20–40 km) and the Wonnangatta River (12–20 km). That two largely unimpacted, adjacent rivers should have such different autocorrelation patterns suggests that impact assessment cannot assume dependence or independence of sites a priori. We discuss the implications of these results for use of “reference” sites to assess impacts at nominally affected sites.     

A Hierarchical Approach to Designing Compact Ecological Reserve Systems

A number of mathematical models and solution techniques have been developed to design systems of reserve sites to protect species and their natural habitats. This paper presents two optimization models for obtaining ecological reserve systems that are spatially compact. Compact reserve systems will increase species persistence relative to more fragmented systems and can reduce the costs associated with reserve boundaries. These optimization models employ a hierarchical approach that incorporates both the boundary length of all clusters and the sum of within-cluster distances. Unlike previous approaches, we argue that measuring the distance between sites within clusters (and not between clusters) is more appropriate. Numerical experiments are conducted on synthetic grid systems and on a real-world hexagonal data set. These experiments confirm that the models produce reasonably compact clusters of reserve sites that respect species availability and budget constraints. Simplifications to the models are developed that significantly reduce the computational effort, while still identifying reasonable sets of reserve clusters. Sensitivity of the results to changes in model parameters (number of allowable sites, number of possible clusters, and rarity of species covered) is also explored.     

Ground vegetation monitoring in Swiss forests: comparison of survey methods and implications for trend assessments

At Swiss long-term forest ecosystem research sites, ground vegetation was assessed during the period 1994-2003/2008 following two approaches: (1) visual assessment of the cover of species occurring in sixteen 1 m(2) quadrats, distributed over a 43 × 43 m area, and (2) phytosociological relevés in concentric circular plots of 30, 200, and 500 m(2). We first compared the two approaches with respect to diversity assessment. The number of species recorded in the 16 quadrats was in general higher than in the 30 m(2) plot and it represented 42% to 108% of the number of species recorded in the 500 m(2) plot. In a second step, we tested whether any temporal trends were apparent. In a few cases, a decrease or increase in Landolt's mean indicator values for light, nitrogen availability, soil pH, soil moisture, or temperature was found to be significant. However, these changes were usually restricted to one approach or one area. The only clear trend was detected in an unmanaged former coppice beech stand, for which all survey approaches indicated canopy closure. At another site, vegetation reacted to the local opening of the canopy following windthrow. In a third step, we compared the leaf area index (LAI), measured with an LAI-2000 instrument (Licor, Inc.) over each quadrat, with the indicator value of the vegetation for light (L). Within a site, there was no clear relationship between LAI and L values per quadrat. In contrast, across all sites, the relationship between LAI and L, averaged per site for all available years, was highly significant.     

Assessment of ecosystem health based on fish assemblages in the Wei River basin,China

In the Wei River basin, the ecosystem is gradually deteriorating due to the rapid growth of the population and the development of economies. It is thus important to assess the ecosystem health and take measures to restore the damaged ecosystem. In this study, an index of biotic integrity (IBI) for fish was developed to aid the conservation of the ecosystem based on a calibration data set. An index of water and habitat quality (IWHQ) was calculated based on environmental variables and habitat quality (QHEI) to identify the environmental degradation in the studied sites. The least degraded sites (IWHQ?≤?2; W1, W5, W10, W12, W13, W14, and W16) were chosen as the reference sites. Six metrics that are sensitive to environmental degradation were utilized to differentiate the reference and the impaired sites using statistical methods. These metrics included the number of species (P1), the total biomass (P2), the number of Cobitidae species (P8), the proportion of species in the middle and low tiers (P10), the proportion of individuals that were classified as sensitive species (P25), and number of individuals in the sample (P39). A continuous scoring method was used to score the six metrics, and four classes were defined to characterize the ecosystem health of the Wei River basin. The fact that the overall IBI scores were negatively correlated with the index of environmental quality (IWHQ) based on the validation data set indicated that the index should be useful for biomonitoring and the conservation of biodiversity. According to the results, more than half of the sites were classified as poor or very poor. The ecosystem health in the Wei River was better than that in the Jing River and the Beiluo River, and this study will be a great reference for water resources management and ecosystem restoration in the Wei River basin.     

Towards a Simple Indicator of Biodiversity

Policy makers in Canada have suggested that the scientific community should develop an indicator of biodiversity change that can be implemented quite quickly without a major new investment in monitoring systems. We propose that such an indicator can be developed from the theory of species gradients in community ecology. The term 'species gradients' refers to the increasing diversity of species through time under stable conditions, and the increasing diversity of species with the increased use of available resources. This theory is reviewed under four different headings: evolutionary ecology, the energy theory, the resource productivity theory and the thermodynamic mechanism. The theoretical arguments provide a basis to propose detection of the 'leaky ecosystem' as an indicator of biodiversity. We propose that it is possible to detect the leaky energetics of ecosystems by means of routinely available observations of outgoing longwave radiation.     

Modified Whittaker plots as an assessment and monitoring tool for vegetation in a lowland tropical rainforest

Resource exploitation in lowland tropical forests is increasingand causing loss of biodiversity. Effective evaluation and management of the impacts of development on tropical forests requires appropriate assessment and monitoring tools. We proposethe use of 0.1-ha multi-scale, modified Whittaker plots (MWPs) to assess and monitor vegetation in lowland tropical rainforests.We established MWPs at 4 sites to: (1) describe and comparecomposition and structure of the sites using MWPs, (2) compare these results to those of 1-ha permanent vegetation plots (BDPs),and (3) evaluate the ability of MWPs to detect changes in populations (statistical power). We recorded more than 400 species at each site. Species composition among the sites was distinctive, while mean abundance and basal area was similar. Comparisons between MWPs and BDPs show that they record similarspecies composition and abundance and that both perform equallywell at detecting rare species. However, MWPs tend to record morespecies, and power analysis studies show that MWPs were more effective at detecting changes in the mean number of species of trees 10 cm in diameter at breast height (dbh) and in herbaceous plants. Ten MWPs were sufficient to detect a change of 11% in the mean number of herb species, and they were able to detect a 14% change in the mean number of species of trees 10 cm dbh. The value of MWPs for assessment and monitoringis discussed, along with recommendations for improving the sampling design to increase power.     

Evaluating macroinvertebrate biological metrics for ecological assessment of streams in northern Portugal

A procedure to select the most relevant metrics for assessing the ecological condition of the Douro basin (north Portugal) was developed based upon a set of 184 benthic community metrics. They were grouped into 16 biological categories selected from literature using data collected over 2 years from 54 sites along 31 rivers covering the whole perceived range of human disturbance. Multivariate analyses were carried out to identify the main trends in the macroinvertebrate data, to select reference versus impaired sites, to avoid multicolinearity between metrics, and to identify those that were clearly independent from natural stream typology. Structural metrics, adaptation metrics, and tolerance measures most effectively responded across a range of human influence. We find these attributes to be ecologically sound for monitoring Portugal’s lotic ecosystems and providing information relevant to the Water Framework Directive, which asserts that the definition of water quality depends on its “ecological status”, independent of the actual or potential uses of those waters.