Design principles for engaging and retaining virtual citizen scientists

Citizen science initiatives encourage volunteer participants to collect and interpret data and contribute to formal scientific projects. The growth of virtual citizen science (VCS), facilitated through websites and mobile applications since the mid‐2000s, has been driven by a combination of software innovations and mobile technologies, growing scientific data flows without commensurate increases in resources to handle them, and the desire of internet‐connected participants to contribute to collective outputs. However, the increasing availability of internet‐based activities requires individual VCS projects to compete for the attention of volunteers and promote their long‐term retention. We examined program and platform design principles that might allow VCS initiatives to compete more effectively for volunteers, increase productivity of project participants, and retain contributors over time. We surveyed key personnel engaged in managing a sample of VCS projects to identify the principles and practices they pursued for these purposes and led a team in a heuristic evaluation of volunteer engagement, website or application usability, and participant retention. We received 40 completed survey responses (33% response rate) and completed a heuristic evaluation of 20 VCS program sites. The majority of the VCS programs focused on scientific outcomes, whereas the educational and social benefits of program participation, variables that are consistently ranked as important for volunteer engagement and retention, were incidental. Evaluators indicated usability, across most of the VCS program sites, was higher and less variable than the ratings for participant engagement and retention. In the context of growing competition for the attention of internet volunteers, increased attention to the motivations of virtual citizen scientists may help VCS programs sustain the necessary engagement and retention of their volunteers.     

Influence of volunteer and project characteristics on data quality of biological surveys

Volunteer involvement in biological surveys is becoming common in conservation and ecology, prompting questions on the quality of data collected in such surveys. In a systematic review of the peer‐reviewed literature on the quality of data collected by volunteers, we examined the characteristics of volunteers (e.g., age, prior knowledge) and projects (e.g., systematic vs. opportunistic monitoring schemes) that affect data quality with regards to standardization of sampling, accuracy and precision of data collection, spatial and temporal representation of data, and sample size. Most studies (70%, n = 71) focused on the act of data collection. The majority of assessments of volunteer characteristics (58%, n = 93) examined the effect of prior knowledge and experience on quality of the data collected, often by comparing volunteers with experts or professionals, who were usually assumed to collect higher quality data. However, when both groups’ data were compared with the same accuracy standard, professional data were more accurate in only 4 of 7 cases. The few studies that measured precision of volunteer and professional data did not conclusively show that professional data were less variable than volunteer data. To improve data quality, studies recommended changes to survey protocols, volunteer training, statistical analyses, and project structure (e.g., volunteer recruitment and retention).     

Assessing citizen contributions to butterfly monitoring in two large cities

Citizen science may be especially effective in urban landscapes due to the large pool of potential volunteers. However, there have been few evaluations of the contributions of citizen scientists to knowledge of biological communities in and around cities. To assess the effectiveness of citizen scientists' monitoring of species in urban areas, we compared butterfly data collected over 10 years in Chicago, Illinois (U.S.A.), and New York City, New York (U.S.A.). The dates, locations, and methods of data collection in Chicago were standardized, whereas data from New York were collected at any location at any time. For each city, we evaluated whether the number of observers, observation days (days on which observations were reported), and sampling locations were associated with the reported proportion of the estimated regional pool of butterfly species. We also compared the number of volunteers, duration of volunteer involvement, and consistency of sampling efforts at individual locations within each city over time. From 2001 to 2010, there were 73 volunteers in Chicago and 89 in New York. During this period, volunteers observed 86% and 89% of the estimated number of butterfly species present in Chicago and New York, respectively. Volunteers in New York reported a greater proportion of the estimated pool of butterfly species per year. In addition, more species were observed per volunteer and observation day in New York, largely due to the unrestricted sampling season in New York. Chicago volunteers were active for more years and monitored individual locations more consistently over time than volunteers in New York. Differences in monitoring protocol--especially length of sampling season and selection protocol for monitoring locations--influenced the relationship between species accrual and sampling effort, which suggests these factors are important in volunteer-based species-monitoring programs.     

How should regional biodiversity be monitored?

We consider quantification of biodiversity in the context of targets set by the Convention on Biological Diversity. Implicit in such targets is a requirement to monitor biodiversity at a regional level. Few monitoring schemes are designed with these targets in mind. Monitored sites are typically not selected to be representative of a wider region, and measures of biodiversity are often biased by a failure to account for varying detectability among species and across time. Precision is often not adequately quantified. We review methods for quantifying the biodiversity of regions, consider issues that should be addressed in designing and evaluating a regional monitoring scheme, and offer a practical guide to what types of survey are appropriate for addressing different objectives for biodiversity monitoring.     

Mapping epistemic cultures and learning potential of participants in citizen science projects

The ever‐widening scope and range of global change and interconnected systemic risks arising from people–environment relationships (social‐ecological risks) appears to be increasing concern among, and involvement of, citizens in an increasingly diversified number of citizen science projects responding to these risks. We examined the relationship between epistemic cultures in citizen science projects and learning potential related to matters of concern. We then developed a typology of purposes and a citizen science epistemic‐cultures heuristic and mapped 56 projects in southern Africa using this framework. The purpose typology represents the range of knowledge‐production purposes, ranging from laboratory science to social learning, whereas the epistemic‐cultures typology is a relational representation of scientist and citizen participation and their approach to knowledge production. Results showed an iterative relationship between matters of fact and matters of concern across the projects; the nexus of citizens’ engagement in knowledge‐production activities varied. The knowledge‐production purposes informed and shaped the epistemic cultures of all the sampled citizen science projects, which in turn influenced the potential for learning within each project. Through a historical review of 3 phases in a long‐term river health‐monitoring project, we found that it is possible to evolve the learning curve of citizen science projects. This evolution involved the development of scientific water monitoring tools, the parallel development of pedagogic practices supporting monitoring activities, and situated engagement around matters of concern within social activism leading to learning‐led change. We conclude that such evolutionary processes serve to increase potential for learning and are necessary if citizen science is to contribute to wider restructuring of the epistemic culture of science under conditions of expanding social‐ecological risk.     

Ecological literacy and psychographics: lifestyle contributors to ecological knowledge and understanding

Knowledge and understanding about how the ecological systems of the Earth support life form the foundation for ecological literacy, which, in turn, is of critical importance for sustainability. There is widespread concern that levels of ecological literacy within many contemporary human societies are too low to enable effective decision-making about how to live sustainably. This paper presents and discusses the findings of an ecological literacy assessment of South Australian adults. The assessment tested for knowledge and understanding of ecological systems and interconnections with human society. Analyses revealed significant relationships between assessment scores and a range of value-based and behavioural characteristics. Such characteristics included the value placed on nature, time spent outdoors and in nature, involvement in nature-based activities, and perceived sources of ecological knowledge and understanding. Higher average scores were correlated with higher values accorded to involvement in outdoor activities, importance of the outdoors to enjoyment of life, importance of nature in the household, volunteer environmental activity and growing food. Higher scores were also correlated with higher education, research activities, outdoor lifestyles, place-based experiences, volunteer activities, mentors and colleagues, and books and magazines. Lower scores were achieved by those who considered media, natural disasters and environmental marketing to be major contributors to their ecological knowledge. These findings contribute to a broader study of the relationships between ecological literacy and a range of both socio-demographic and psychographic characteristics. They invite serious consideration from any society that values the participation of an informed population with the capacity to make sustainable environmental decisions.     

Spatially Explicit Power Analyses for Occupancy‐Based Monitoring of Wolverine in the U.S. Rocky Mountains

Conservation scientists and resource managers often have to design monitoring programs for species that are rare or patchily distributed across large landscapes. Such programs are frequently expensive and seldom can be conducted by one entity. It is essential that a prospective power analysis be undertaken to ensure stated monitoring goals are feasible. We developed a spatially based simulation program that accounts for natural history, habitat use, and sampling scheme to investigate the power of monitoring protocols to detect trends in population abundance over time with occupancy‐based methods. We analyzed monitoring schemes with different sampling efforts for wolverine (Gulo gulo) populations in 2 areas of the U.S. Rocky Mountains. The relation between occupancy and abundance was nonlinear and depended on landscape, population size, and movement parameters. With current estimates for population size and detection probability in the northern U.S. Rockies, most sampling schemes were only able to detect large declines in abundance in the simulations (i.e., 50% decline over 10 years). For small populations reestablishing in the Southern Rockies, occupancy‐based methods had enough power to detect population trends only when populations were increasing dramatically (e.g., doubling or tripling in 10 years), regardless of sampling effort. In general, increasing the number of cells sampled or the per‐visit detection probability had a much greater effect on power than the number of visits conducted during a survey. Although our results are specific to wolverines, this approach could easily be adapted to other territorial species. Poder de Análisis Espacialmente Explícito para el Monitoreo Basado en Ocupación del Glotón (Gulo gulo) en las Montañas Rocallosas de Estados Unidos     

A quantitative global review of species population monitoring

Species monitoring, defined here as the repeated, systematic collection of data to detect long-term changes in the populations of wild species, is a vital component of conservation practice and policy. We created a database of nearly 1200 schemes, ranging in start date from 1800 to 2018, to review spatial, temporal, taxonomic, and methodological patterns in global species monitoring. We identified monitoring schemes through standardized web searches, an online survey of stakeholders, in-depth national searches in a sample of countries, and a review of global biodiversity databases. We estimated the total global number of monitoring schemes operating at 3300–15,000. Since 2000, there has been a sharp increase in the number of new schemes being initiated in lower- and middle-income countries and in megadiverse countries, but a decrease in high-income countries. The total number of monitoring schemes in a country and its per capita gross domestic product were strongly, positively correlated. Schemes that were active in 2018 had been running for an average of 21 years in high-income countries, compared with 13 years in middle-income countries and 10 years in low-income countries. In high-income countries, over one-half of monitoring schemes received government funding, but this was less than one-quarter in low-income countries. Data collection was undertaken partly or wholly by volunteers in 37% of schemes, and such schemes covered significantly more sites and species than those undertaken by professionals alone. Birds were by far the most widely monitored taxonomic group, accounting for around half of all schemes, but this bias declined over time. Monitoring in most taxonomic groups remains sparse and uncoordinated, and most of the data generated are elusive and unlikely to feed into wider biodiversity conservation processes. These shortcomings could be addressed by, for example, creating an open global meta-database of biodiversity monitoring schemes and enhancing capacity for species monitoring in countries with high biodiversity. Article impact statement: Species population monitoring for conservation purposes remains strongly biased toward a few vertebrate taxa in wealthier countries.     

Line transect sampling of Karner blue butterflies ( Lycaeides melissa samuelis)

Line transect sampling is an effective survey method for estimating butterfly densities because it provides unbiased estimates of site-density (provided key assumptions are met), and estimates are comparable among sites. For monitoring Karner blue butterflies in Wisconsin, USA, comparable estimates are required because each year a different selection of sites will be monitored. Annual state-wide indices of species abundance can be derived from the site-surveys and compared to previous year's indices to monitor trends. We advocate that line transect sampling is preferable to Pollard-Yates transects as a survey technique for monitoring Karner blue butter- flies. The Pollard-Yates surveys do not adjust for diferences in site detectability. As a consequence, estimates of among-site from Pollard-Yates surveys can be biased. © Rapid Science 1998     

Coastwatch UK—a public participation survey

Education and public participation are recognized as important elements of coastal zone management. The current paper describes the Uk’s largest public participation survey concerned with coastal issues. Coastwatch UK involves thousands of volunteers in an annual survey of the coastline. The project has several aims—primarily to provide an insight into the major problems and threats to the coastline and, through the involvement of volunteers, to raise public awareness and aid environmental education at all levels.     

The role of psychology in determining human–predator conflict across southern Kenya

Conflict between people and carnivores can lead to the widespread killing of predators in retaliation for livestock loss and is a major threat to predator populations. In Kenya, a large, rural, pastoralist population comes into regular conflict with predators, which persist across southern Kenya. We explored the social and psychological backdrop to livestock management practices in this area in a process designed to be easy to use and suitable for use across large areas for the study of conflict and transboundary implementation of wildlife conflict reduction measures, focusing on community involvement and needs. We carried out fully structured interviews of livestock managers with a survey tool that examined how social and psychological factors may influence livestock management behavior. We compared survey responses on 3 sites across the study area, resulting in 723 usable responses. Efficacy of individuals’ livestock management varied between and within communities. This variation was partially explained by normative and control beliefs regarding livestock management. Individual livestock managers’ self-reported management issues were often an accurate reflection of their practical management difficulties. Psychological norms, control beliefs, and attitudes differed among sites, and these differences partially explained patterns associated with conflict (i.e., variation in livestock management behavior). Thus, we conclude that a one-size-fits-all approach to improving livestock management and reducing human–predator conflict is not suitable.     

Local Participation in Natural Resource Monitoring: a Characterization of Approaches

Abstract: The monitoring of trends in the status of species or habitats is routine in developed countries, where it is funded by the state or large nongovernmental organizations and often involves large numbers of skilled amateur volunteers. Far less monitoring of natural resources takes place in developing countries, where state agencies have small budgets, there are fewer skilled professionals or amateurs, and socioeconomic conditions prevent development of a culture of volunteerism. The resulting lack of knowledge about trends in species and habitats presents a serious challenge for detecting, understanding, and reversing declines in natural resource values. International environmental agreements require signatories undertake systematic monitoring of their natural resources, but no system exists to guide the development and expansion of monitoring schemes. To help develop such a protocol, we suggest a typology of monitoring categories, defined by their degree of local participation, ranging from no local involvement with monitoring undertaken by professional researchers to an entirely local effort with monitoring undertaken by local people. We assessed the strengths and weaknesses of each monitoring category and the potential of each to be sustainable in developed or developing countries. Locally based monitoring is particularly relevant in developing countries, where it can lead to rapid decisions to solve the key threats affecting natural resources, can empower local communities to better manage their resources, and can refine sustainable‐use strategies to improve local livelihoods. Nevertheless, we recognize that the accuracy and precision of the monitoring undertaken by local communities in different situations needs further study and field protocols need to be further developed to get the best from the unrealized potential of this approach. A challenge to conservation biologists is to identify and establish the monitoring system most relevant to a particular situation and to develop methods to integrate outputs from across the spectrum of monitoring schemes to produce wider indices of natural resources that capture the strengths of each.     

An agenda for assessing and improving conservation impacts of sustainability standards in tropical agriculture

Sustainability standards and certification serve to differentiate and provide market recognition to goods produced in accordance with social and environmental good practices, typically including practices to protect biodiversity. Such standards have seen rapid growth, including in tropical agricultural commodities such as cocoa, coffee, palm oil, soybeans, and tea. Given the role of sustainability standards in influencing land use in hotspots of biodiversity, deforestation, and agricultural intensification, much could be gained from efforts to evaluate and increase the conservation payoff of these schemes. To this end, we devised a systematic approach for monitoring and evaluating the conservation impacts of agricultural sustainability standards and for using the resulting evidence to improve the effectiveness of such standards over time. The approach is oriented around a set of hypotheses and corresponding research questions about how sustainability standards are predicted to deliver conservation benefits. These questions are addressed through data from multiple sources, including basic common information from certification audits; field monitoring of environmental outcomes at a sample of certified sites; and rigorous impact assessment research based on experimental or quasi‐experimental methods. Integration of these sources can generate time‐series data that are comparable across sites and regions and provide detailed portraits of the effects of sustainability standards. To implement this approach, we propose new collaborations between the conservation research community and the sustainability standards community to develop common indicators and monitoring protocols, foster data sharing and synthesis, and link research and practice more effectively. As the role of sustainability standards in tropical land‐use governance continues to evolve, robust evidence on the factors contributing to effectiveness can help to ensure that such standards are designed and implemented to maximize benefits for biodiversity conservation.     

Multimethod,multistate Bayesian hierarchical modeling approach for use in regional monitoring of wolves

In many cases, the first step in large‐carnivore management is to obtain objective, reliable, and cost‐effective estimates of population parameters through procedures that are reproducible over time. However, monitoring predators over large areas is difficult, and the data have a high level of uncertainty. We devised a practical multimethod and multistate modeling approach based on Bayesian hierarchical‐site‐occupancy models that combined multiple survey methods to estimate different population states for use in monitoring large predators at a regional scale. We used wolves (Canis lupus) as our model species and generated reliable estimates of the number of sites with wolf reproduction (presence of pups). We used 2 wolf data sets from Spain (Western Galicia in 2013 and Asturias in 2004) to test the approach. Based on howling surveys, the naïve estimation (i.e., estimate based only on observations) of the number of sites with reproduction was 9 and 25 sites in Western Galicia and Asturias, respectively. Our model showed 33.4 (SD 9.6) and 34.4 (3.9) sites with wolf reproduction, respectively. The number of occupied sites with wolf reproduction was 0.67 (SD 0.19) and 0.76 (0.11), respectively. This approach can be used to design more cost‐effective monitoring programs (i.e., to define the sampling effort needed per site). Our approach should inspire well‐coordinated surveys across multiple administrative borders and populations and lead to improved decision making for management of large carnivores on a landscape level. The use of this Bayesian framework provides a simple way to visualize the degree of uncertainty around population‐parameter estimates and thus provides managers and stakeholders an intuitive approach to interpreting monitoring results. Our approach can be widely applied to large spatial scales in wildlife monitoring where detection probabilities differ between population states and where several methods are being used to estimate different population parameters.     

Ecologically based management of rodents in the real world: applied to a mixed agroecosystem in Vietnam.

Rodents cause significant damage to lowland irrigated rice crops in the Red River Delta of Vietnam. A four-year study was conducted in 1999-2002 to examine the effectiveness of applying rodent control practices using the principles of ecologically based pest management. Four 100-150 ha study sites adjacent to villages were selected and farmers on two treated sites were asked to follow a set of rodent management practices, while farmers on the untreated sites were asked not to change their typical practices. Farmers on the treated sites were encouraged to use trap-barrier systems (TBS's; 0.065-ha early planted crop surrounded by a plastic fence with multiple capture traps; one TBS for every 10-15 ha), to work together over large areas by destroying burrows in refuge habitats soon after planting (before the rats reestablish in the fields and before the onset of breeding), synchronizing planting and harvesting of the their rice crops, cleaning up weeds and piles of straw, and keeping bund (embankment) size small (<30 cm) to prevent burrowing. A 75% reduction in the use of rodenticides and plastic barrier fences (without traps or an early crop) was achieved on treated sites. The abundance of rodents was low after implementation of the management practices across all sites. There was no evidence for an effect of treatment on the abundance of rodents captured each month using live-capture traps, and no difference in damage between treatments or in yields obtained from the rice crops. Therefore, ecologically based rodent management was equally effective as typical practices for rodent management. Farmers on the treated sites spent considerably less money applying rodent control practices, which was reflected in the comparative increase in the partial benefit:cost of applying ecologically based rodent management from 3:1 on treated sites and untreated sites prior to the implementation of treatments to 17:1 on treated sites in the final year of the project.     

Monitoring of abandoned quarries by remote sensing and in situ surveying

In Italy quarrying causes relevant environmental damages and alterations to the land and the ecosystems. Despite the present Italian legislation requiring the restoration of the sites after exploitation, most of the quarries, both the abandoned and the still operational ones, are not restored.The objective of this work is to indicate a monitoring methodology in order to survey the present state of the quarry sites and their evolution in time, which are the basic data needed to implement an adequate land reclamation project.Such methodology has been applied to several abandoned limestone quarries in the Latina province (close to Rome), characterised by a typical Mediterranean vegetation, but it can be applied to any other kind of litology and vegetation.The land monitoring has been realised both by using remote sensing techniques, supported by a Geographic Information System of the studied area, and by in situ surveying. The in situ surveying was able to assess the capability of the remote sensing model to describe the state of each site.     

Testing Hypotheses for the Success of Different Conservation Strategies

Abstract:  Evaluations of the success of different conservation strategies are still in their infancy. We used four different measures of project outcomes—ecological, economic, attitudinal, and behavioral—to test hypotheses derived from the assumptions that underlie contemporary conservation solutions. Our hypotheses concerned the effects of natural resource utilization, market integration, decentralization, and community homogeneity on project success. We reviewed the conservation and development literature and used a specific protocol to extract and code the information in a sample of papers. Although our results are by no means conclusive and suffer from the paucity of high-quality data and independent monitoring (80% of the original sample of 124 projects provided inadequate information for use in this study), they show that permitted use of natural resources, market access, and greater community involvement in the conservation project are all important factors for a successful outcome. Without better monitoring schemes in place, it is still impossible to provide a systematic evaluation of how different strategies are best suited to different conservation challenges.     

Detecting Population Declines over Large Areas with Presence-Absence, Time-to-Encounter, and Count Survey Methods

Abstract:  Ecologists often discount presence-absence surveys as a poor way to gain insight into population dynamics, in part because these surveys are not amenable to many standard statistical tests. Still, presence-absence surveys are sometimes the only feasible alternative for monitoring large areas when funds are limited, especially for sparse or difficult-to-detect species. I undertook a detailed simulation study to compare the power of presence-absence, count, and time-to-encounter surveys to detect regional declines in a population. I used a modeling approach that simulates both population numbers and the monitoring process, accounting for observation and other measurement errors. In gauging the efficacy of presence-absence surveys versus other approaches, I varied the number of survey sites, the spatial variation in encounter rate, the mean encounter rate, and the type of population loss. My results showed that presence-absence data can be as or more powerful than count data in many cases. Quantitative guidelines for choosing between presence-absence surveys and count surveys depend on the biological and logistical constraints governing a conservation monitoring situation. Generally, presence-absence surveys work best when there is little variability in abundance among the survey sites, the organism is rare, and the species is difficult to detect so that the time spent getting to each survey site is less than or equal to the time spent surveying each site. Count surveys work best otherwise. I present a case study with count data on the Northern Flicker ( Colaptes auratus ) from the North American Breeding Bird Survey to illustrate how the method might be used with field-survey data. The case study demonstrates that a count survey would be the most cost-effective design but would entail reduction in the number of sites. If this site reduction is not desirable, a presence-absence survey would be the most cost-effective survey.     

Practical Implications of Understanding the Influence of Motivations on Commitment to Voluntary Urban Conservation Stewardship

Although the word commitment is prevalent in conservation biology literature and despite the importance of people's commitment to the success of conservation initiatives, commitment as a psychological phenomenon and its operation in specific conservation behaviors remains unexplored. Despite increasing calls for conservation psychology to play a greater role in meeting conservation goals, applications of the psychological sciences to specific conservation behaviors, illustrating their utility to conservation practice, are rare. We examined conservation volunteers’ motivations and commitment to urban conservation volunteering. We interviewed key informant volunteers and used interview findings to develop psychometric scales that we used to assess motivations and commitment to volunteer. We surveyed 322 urban conservation volunteers and used factor analysis to reveal how volunteers structure their motivations and commitment to volunteer for urban conservation activities. Six categories of motivations and 2 categories of commitment emerged from factor analysis. Volunteers were motivated by desires to help the environment, defend and enhance the ego, career and learning opportunities, escape and exercise, social interactions, and community building. Two forms of commitment, affective and normative commitment, psychologically bind people to urban conservation volunteerism. We used linear‐regression models to examine how these categories of motivations influence volunteers’ commitment to conservation volunteerism. Volunteers’ tendency to continue to volunteer for urban conservation, even in the face of fluctuating counter urges, was motivated by personal, social, and community functions more than environmental motivations. The environment, otherwise marginally important, was a significant motivator of volunteers’ commitment only when volunteering met volunteers’ personal, social, and community‐building goals. Attention to these personal, social, and community‐building motivations may help enhance volunteers’ commitment to conservation stewardship and address the pressing challenge of retaining urban conservation volunteers. Implicaciones Prácticas del Entendimiento de la Influencia de Motivaciones sobre el Compromiso de Voluntarios de Conservación Urbana Asah & Blahna     

欧盟土壤环境评价监测项目及其对我国农用地质量监测的启示

＂十二五＂期间,我国国土资源调查评价的重点任务之一是建立农用地质量监测体系。当前我国农用地质量变化监测技术仍然处于研究探索阶段,欧盟土壤环境评价监测项目是较为成熟的监测项目,可为中国农用地质量监测工作提供借鉴。文章分别就欧盟土壤环境评价监测的相关研究和国内学者对农用地质量监测的研究进行了综述,认为欧盟土壤环境评价监测项目在指标选取、监测网络建立、数据更新技术等方面建立了较为成功的机制。未来中国农用地质量监测工作可在关注土壤环境质量、分类土壤退化原因、针对性地选取指标、应用DPSIR模型、确定监测点的方法、充分利用原有监测网络和监测数据等方面借鉴欧盟经验。