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.     

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

By applying principles of adaptive management, and by using the valuable information that arthropods provide from assessment and monitoring programs, managers can identify and reduce possible impacts on biodiversity in development projects. In 1996, the Smithsonian Institution's Monitoring and Assessment of Biodiversity program worked together with Shell Prospecting and Development Peru to establish an adaptive management program to protect biodiversity in a natural gas exploration project in a Peruvian rainforest. In this paper, we outlined the conceptual steps involved in establishing an assessment and monitoring program for arthropods, including setting objectives, evaluating the results and making decisions. We also present the results of the assessment using some of groups of arthropods, and summarize the steps taken to identify appropriate groups for monitoring.     

An assessment and monitoring program for birds in the Lower Urubamba region,Peru

We developed an assessment and monitoring plan for birds in connection with the exploration and potential development of a large natural gas field in the Lower Urubamba drainage of Peru, a project of Shell Prospecting and Development Peru (SPDP). Our objectives were to: (1) inventory the birds in the area, including information on habitat use and abundance, and (2) devise long-term monitoring protocols for birds. We sampled birds through a combination of visual and auditory surveys and mist-netting at 4 well sites and 3 sites along the Urubamba and Camisea rivers. We recorded 420 speciesduring 135 days of field work. We consider the highest prioritiesfor a future monitoring program to be: (1) establish whether edge effects are occurring at well sites, along roads and alongthe planned pipeline route and determine the significance and extent of these effects and (2) assess the impact of increased human access to the area on game and other exploited species. The remoteness of the area, its rugged terrain and dense vegetation and the lack of trained personnel limit the choice of survey and monitoring methods. We recommend use of mist-netting and transects for monitoring edge effects and useof transects for monitoring game and other exploited species.     

Indices for assessment and monitoring of large mammals within an adaptive management framework

Many development projects intended to exploit natural resourcesare occurring in fragile ecosystems, and therefore the need forsound biodiversity assessment and monitoring programs is growing.Large mammals are important components of these fragile ecosystems, yet there are few strategies that attempt to assess and monitor entire large mammal communities in relation to development projects. We propose the use of two indices applied within a framework of adaptive management. An occurrence indexassesses the composition and distribution of large mammals at a site, and an abundance index monitors the abundance of large mammals over time in relation to development. We discuss the design, applicability and effectiveness of these indices based onour experience with a natural gas development project in the Amazon forests of southeastern Peru.     

Design elements of monitoring programs: The necessary ingredients for success

Natural resource managers must know the condition of resources entrusted to their steward-ship so that they can maintain unimpaired resources and know when to restore impaired ecosystems. Resource monitoring programs should be designed to provide indications of ecosystem health, define limits of normal variation, identify abnormal conditions, and suggest potential agents of abnormal changes. Development of a conceptual model that identifies all ecosystem components and their relationships is the first step in the design of such a diagnostic monitoring program. Design studies, with field testing on each selected system component, are required to determine the parameters to be measured and to establish monitoring protocols. The best approach to diagnostic monitoring appears to be based on the population dynamics of selected species relative to physical and chemical environmental factors. Both management and monitoring of natural ecosystems need to be recognized as experimental endeavors, and thus approached in an iterative fashion with the scientific method to reduce uncertainty and cost.     

Monitoring the condition of natural resources in US national parks

The National Park Service has developed a long-term ecological monitoring program for 32 ecoregional networks containing more than 270 parks with significant natural resources. The monitoring program assists park managers in developing a broad-based understanding of the status and trends of park resources as a basis for making decisions and working with other agencies and the public for the long-term protection of park ecosystems. We found that the basic steps involved in planning and designing a long-term ecological monitoring program were the same for a range of ecological systems including coral reefs, deserts, arctic tundra, prairie grasslands, caves, and tropical rainforests. These steps involve (1) clearly defining goals and objectives, (2) compiling and summarizing existing information, (3) developing conceptual models, (4) prioritizing and selecting indicators, (5) developing an overall sampling design, (6) developing monitoring protocols, and (7) establishing data management, analysis, and reporting procedures. The broad-based, scientifically sound information obtained through this systems-based monitoring program will have multiple applications for management decision-making, research, education, and promoting public understanding of park resources. When combined with an effective education program, monitoring results can contribute not only to park issues, but also to larger quality-of-life issues that affect surrounding communities and can contribute significantly to the environmental health of the nation.     

Quantifying impact reduction due to avoidance,minimization and restoration for a natural gas pipeline in the Peruvian Andes

We present monitoring methods and quantitative biodiversity data to document components of the mitigation hierarchy. We estimated avoidance, minimization, restoration and impact reduction in quality hectares for the 25 m wide right of way of a 408 km natural gas buried pipeline that crosses 14 Ecological Landscape Units (ELUs) in the tropical Andes of Peru. We found that applying the mitigation hierarchy as part of a comprehensive biodiversity action plan substantially reduced impacts on biodiversity in all habitats studied. Avoidance and right of way minimization contributed to significant impact reduction. We quantified impact reduction during construction and operation on the right of way of the pipeline over a five-year period and found that restoration was the greatest contributor to reducing impacts. We documented that most ELUs have a positive restoration trajectory. We also documented how monitoring over large scale spatial scales, in combination with site-specific monitoring, generated data for management to determine restoration priorities and impact mitigation. A biodiversity action plan that incorporated the mitigation hierarchy and a science-based biodiversity monitoring and assessment program contributed to biodiversity management of the project and played an important role in minimizing and managing impacts.     

The corporate impact of addressing social issues: a financial case study of a project in Peru

Large, multinational resource development projects can affectmany aspects, including social, economic and ecological realities, in the regions where they operate. Social and environmental issues that are usually ignored in such projectsare increasingly affecting the financial future of multinationalcorporations in negative ways. In this article, we advance the argument that corporations can successfully manage these issuesand that if they choose to view these management efforts as an investment rather than an expense, they may well acquire a competitive advantage over companies that do not. We describe asa case study the Camisea natural gas and condensates developmentproject in Peru, operated by Shell Prospecting and Development Peru (SPDP). Camisea is one of the first projects anywhere inthe world to conduct a detailed analysis of key industry-relatedsocial issues and the processes, required investment and financial impact of managing them. The Camisea example supportsthe argument that addressing social and environmental concerns makes financial sense. In present value terms, the benefit ofmanaging these concerns was expected to surpass the cost investment by approximately US$50 million.     

Long-term environmental monitoring for assessment of change: measurement inconsistencies over time and potential solutions

The importance of long-term environmental monitoring and research for detecting and understanding changes in ecosystems and human impacts on natural systems is widely acknowledged. Over the last decades, a number of critical components for successful long-term monitoring have been identified. One basic component is quality assurance/quality control protocols to ensure consistency and comparability of data. In Norway, the authorities require environmental monitoring of the impacts of the offshore petroleum industry on the Norwegian continental shelf, and in 1996, a large-scale regional environmental monitoring program was established. As a case study, we used a sub-set of data from this monitoring to explore concepts regarding best practices for long-term environmental monitoring. Specifically, we examined data from physical and chemical sediment samples and benthic macroinvertebrate assemblages from 11 stations from six sampling occasions during the period 1996–2011. Despite the established quality assessment and quality control protocols for this monitoring program, we identified several data challenges, such as missing values and outliers, discrepancies in variable and station names, changes in procedures without calibration, and different taxonomic resolution. Furthermore, we show that the use of different laboratories over time makes it difficult to draw conclusions with regard to some of the observed changes. We offer recommendations to facilitate comparison of data over time. We also present a new procedure to handle different taxonomic resolution, so valuable historical data is not discarded. These topics have a broader relevance and application than for our case study.     

A moving target—incorporating knowledge of the spatial ecology of fish into the assessment and management of freshwater fish populations

Freshwater fish move vertically and horizontally through the aquatic landscape for a variety of reasons, such as to find and exploit patchy resources or to locate essential habitats (e.g., for spawning). Inherent challenges exist with the assessment of fish populations because they are moving targets. We submit that quantifying and describing the spatial ecology of fish and their habitat is an important component of freshwater fishery assessment and management. With a growing number of tools available for studying the spatial ecology of fishes (e.g., telemetry, population genetics, hydroacoustics, otolith microchemistry, stable isotope analysis), new knowledge can now be generated and incorporated into biological assessment and fishery management. For example, knowing when, where, and how to deploy assessment gears is essential to inform, refine, or calibrate assessment protocols. Such information is also useful for quantifying or avoiding bycatch of imperiled species. Knowledge of habitat connectivity and usage can identify critically important migration corridors and habitats and can be used to improve our understanding of variables that influence spatial structuring of fish populations. Similarly, demographic processes are partly driven by the behavior of fish and mediated by environmental drivers. Information on these processes is critical to the development and application of realistic population dynamics models. Collectively, biological assessment, when informed by knowledge of spatial ecology, can provide managers with the ability to understand how and when fish and their habitats may be exposed to different threats. Naturally, this knowledge helps to better evaluate or develop strategies to protect the long-term viability of fishery production. Failure to understand the spatial ecology of fishes and to incorporate spatiotemporal data can bias population assessments and forecasts and potentially lead to ineffective or counterproductive management actions.     

Environmental monitoring for protected areas: Review and prospect

Monitoring activities in protected areas have a long history. Internal planning and management needs early led to ecological inventories. More recently the increasing number and awareness of external threats to parks has led to a variety of monitoring programs. Efforts to use protected areas, and especially biosphere reserves, as ecological baselines, have reinforced this trend. And as protected areas are increasingly recognized to be islands with complex internal and regional interactions, holistic, systems approaches to inventory, monitoring, and assessment of their state are being developed. This paper begins by reviewing threats to parks and the origins and importance of inventory and monitoring activities. A review of resource survey methods follows. Ecosystem science and environmental monitoring are introduced as a foundation for consideration of several newer approaches to monitoring and assessing the state of natural environments. These newer approaches are stress/response frameworks, landscape ecology, ecosystem integrity, and state of the environment reporting. A final section presents some principles for monitoring the state of protected areas. Examples are drawn from experience with Canadian national parks.     

水生态环境质量评价体系研究

流域水生态环境质量评价体系是为流域环境管理提供基础数据,协助管理者开展流域保护措施的重要技术支持。该文深入剖析了发达国家典型水生态环境质量评价体系,归纳分析了其体系框架、构成特点、方法适用性和借鉴意义。结合前期研究基础,对评价体系的技术内容进行了完善和补充,明确了参照点位的选择原则,补充了评价方法选择的技术路线,提出了增设和实施不同监测计划的方案,最终提出生态环境质量评价技术体系框架。     

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.     

Status and future of the forest health indicators program of the USA

For two decades, the US Department of Agriculture, Forest Service, has been charged with implementing a nationwide field-based forest health monitoring effort. Given its extensive nature, the monitoring program has been gradually implemented across forest health indicators and inventoried states. Currently, the Forest Service??s Forest Inventory and Analysis program has initiated forest health inventories in all states, and most forest health indicators are being documented in terms of sampling protocols, data management structures, and estimation procedures. Field data from most sample years and indicators are available on-line with numerous analytical examples published both internally and externally. This investment in national forest health monitoring has begun to yield dividends by allowing evaluation of state/regional forest health issues (e.g., pollution and invasive pests) and contributing substantially to national/international reporting efforts (e.g., National Report on Sustainability and US EPA Annual Greenhouse Gas Estimates). With the emerging threat of climate change, full national implementation and remeasurement of a forest health inventory should allow for more robust assessment of forest communities that are undergoing unprecedented changes, aiding future land management and policy decisions.     

基于压力-状态-响应(PSR)模型的黄河流域环境安全评价体系法治化研究

黄河流域环境安全评价包括对水环境质量、水环境健康、水环境风险的综合评估和对环境治理有效性的评价，是监测河流环境安全和支撑环境管理决策的重要技术手段。当前，我国尚未形成全面、有效的黄河流域环境安全评价体系。为此，基于压力-状态-响应(PSR)模型，构建了一套具有法治特色的黄河流域环境安全评价指标体系，并以黄河流域河南段2019年和2020年环境治理工作为例，对模型进行了验证。同时，提出探索赋予河流合法权利，完善以《黄河保护法》为核心的黄河流域环境风险防控法律体系，将适应性治理融入联合执法，建立和完善“河长-警长-检察长”联动机制，建立黄河流域环境风险治理体系和突发环境事件监控预警体系等法治化建议。     

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.     

Application of thresholds of potential concern and limits of acceptable change in the condition assessment of a significant wetland

We propose a framework in which thresholds of potential concern (TPCs) and limits of acceptable change (LACs) are used in concert in the assessment of wetland condition and vulnerability and apply the framework in a case study. The lower Murrumbidgee River floodplain (the ‘Lowbidgee’) is one of the most ecologically important wetlands in Australia and the focus of intense management intervention by State and Federal government agencies. We used a targeted management stakeholder workshop to identify key values that contribute to the ecological significance of the Lowbidgee floodplain, and identified LACs that, if crossed, would signify the loss of significance. We then used conceptual models linking the condition of these values (wetland vegetation communities, waterbirds, fish species and the endangered southern bell frog) to measurable threat indicators, for which we defined a management goal and a TPC. We applied this framework to data collected across 70 wetland storages’, or eco-hydrological units, at the peak of a prolonged drought (2008) and following extensive re-flooding (2010). At the suggestion of water and wetland mangers, we neither aggregated nor integrated indices but reported separately in a series of chloropleth maps. The resulting assessment clearly identified the effect of rewetting in restoring indicators within TPC in most cases, for most storages. The scale of assessment was useful in informing the targeted and timely management intervention and provided a context for retaining and utilising monitoring information in an adaptive management context.     

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.     

Monitoring Sustainable Forest Management in Different Jurisdictions

The concept of sustainable forest management (SFM) requires forest resource managers to monitor and collect information pertaining to their environmental, economic and social impact. There are increasing expectations from a variety of publics (government, customers, and other stakeholders) that forests be demonstrably well-managed, creating incentives for forest managers to design credible systems for assessing their management performance. It is against this background that local, national and international approaches to regulating forest practices have been evolving. This article reviews the different dimensions of governance as they relate to monitoring and information reporting in the forest sector. Specifically, it discusses the changing role of sovereignty, the effects of globalization and the emergence of civil society stakeholders in forestry-related decision-making. Concepts such as sovereignty and globalization have important implications for monitoring forest practices and for defining SFM. Whether SFM standard creation and enforcement involves a sovereign, shared-sovereignty or civil society approach will affect the level and nature of SFM monitoring. As a result, we need to better consider the concept of monitoring appropriate to the scale and intensity of operations, how monitoring and information reporting standards differ between jurisdictions, and what this means for independently verifying SFM at an inter-jurisdictional level.     

Natural resource protection on buffer lands: integrating resource evaluation and economics

Environmental managers are faced with the wise management, sustainability, and stewardship of their land for natural resource values. This task requires the integration of ecological evaluation with economics. Using the Department of Energy (DOE) as a case study, we examine the why, who, what, where, when, and how questions about assessment and natural resource protection of buffer lands. We suggest that managers evaluate natural resources for a variety of reasons that revolve around land use, remediation/restoration, protection of natural environments, and natural resource damage assessment (NRDA). While DOE is the manager of its lands, and thus its natural resources, a range of natural resource trustees and public officials have co-responsibility. We distinguish four types of natural resource evaluations: (1) the resources themselves (to the ecosystem), (2) the value of specific resources to people (e.g. hunting/fishing/bird-watching/herbal medicines), (3) the value of ecological resources to services for communities (e.g. clean air/water), and (4) the value of the intact ecosystems (e.g. forests or estuaries). Resource evaluations should occur initially to provide information about the status of those resources, and continued evaluation is required to provide trends data. Additional natural resource evaluation is required before, during and immediately following changes in land use, and remediation or restoration. Afterwards, additional monitoring and evaluations are required to evaluate the effects of the land use change or the efficacy of remediation/restoration. There are a wide range of economic methods available to evaluate natural resources, but the methods chosen depend upon the nature of the resource being evaluated, the purpose of the evaluation, and the needs of the agencies, natural resource trustees, public officials, and the public. We discuss the uses, and the advantages and disadvantages of different evaluation methods for natural resources.