Introduction to the Biological Monitoring and Abatement Program

This paper provides an introduction to a long-term biological monitoring program and the Environmental Management special issue titled Long-term Biological Monitoring of an Impaired Stream: Implications for Environmental Management. The Biological Monitoring and Abatement Program, or BMAP, was implemented to assess biological impairment downstream of U.S. Department of Energy (DOE) facilities in Oak Ridge, Tennessee, beginning in 1985. Several of the unique aspects of the program include its long-term consistent sampling, a focus on evaluating the effectiveness of specific facility abatement and remedial actions, and the use of quantitative sampling protocols using a multidisciplinary approach. This paper describes the need and importance of long-term watershed-based biological monitoring strategies, in particular for addressing long-term stewardship goals at DOE sites, and provides a summary of the BMAP’s objectives, spatial and temporal extent, and overall focus. The primary components of the biological monitoring program for East Fork Poplar Creek in Oak Ridge, Tennessee are introduced, as are the additional 9 papers in this Environmental Management special issue.     

Book reviews

Frances Sharples is a terrestrial ecologist in the Environmental Science Division of the Oak Ridge National Laboratory in Oak Ridge, Tennessee, operated by Martin Marietta Energy Systems, Inc., under Contract No. DE-AC05-840R21400 with the US Department of Energy. Publication No. 3413, Environmental Sciences Division, ORNL.     

Book reviews

Frances Sharples is a terrestrial ecologist in the Environmental Sciences Division of the Oak Ridge National Laboratory in Oak Ridge, Tennessee, operated by Martin Marietta Energy Systems, Inc., under Contract No. DE-AC05-840R21400 with the US Department of Energy. Publication No. 3413, Environmental Sciences Division, ORNL.     

Investigating habitat value to inform contaminant remediation options: case study

Habitat valuation methods were implemented to support remedial decisions for aquatic and terrestrial contaminated sites at the East Tennessee Technology Park (ETTP) on the US Department of Energy (DOE) Oak Ridge Reservation in Oak Ridge, TN, USA. The habitat valuation was undertaken for six contaminated sites: Contractor's Spoil Area, K-901-N Disposal Area, K-770 Scrapyard, K-1007-P1 pond, K-901 pond, and the Mitchell Branch stream. Four of these sites are within the industrial use area of ETTP and two are in the Black Oak Ridge Conservation Easement. These sites represent terrestrial and aquatic habitat for vertebrates, terrestrial habitat for plants, and aquatic habitat for benthic invertebrates. Current and potential future, no-action (no remediation) scenarios were evaluated primarily using existing information. Valuation metrics and scoring criteria were developed in a companion paper, this volume. The habitat valuation consists of extensive narratives, as well as scores for aspects of site use value, site rarity, and use value added from spatial context. Metrics for habitat value were expressed with respect to different spatial scales, depending on data availability. There was significant variation in habitat value among the six sites, among measures for different taxa at a single site, between measures of use and rarity at a single site, and among measures for particular taxa at a single site with respect to different spatial scales. Most sites had aspects of low, medium, and high habitat value. Few high scores for current use value were given. These include: wetland plant communities at all aquatic sites, Lepomid sunfish and waterbirds at 1007-P1 pond, and Lepomid sunfish and amphibians at K-901 pond. Aquatic sites create a high-value ecological corridor for waterbirds, and the Contractor's Spoil Area and possibly the K-901-N Disposal Site have areas that are part of a strong terrestrial ecological corridor. The only example of recent observations of rare species at these sites is the gray bat observed at the K-1007-P1 pond. Some aspects of habitat value are expected to improve under no-action scenarios at a few of the sites. Methods are applicable to other contaminated sites where sufficient ecological data are available for the site and region.     

Investigating habitat value to inform contaminant remediation options: approach

Habitat valuation methods are most often developed and used to prioritize candidate lands for conservation. In this study the intent of habitat valuation was to inform the decision-making process for remediation of chemical contaminants on specific lands or surface water bodies. Methods were developed to summarize dimensions of habitat value for six representative aquatic and terrestrial contaminated sites at the East Tennessee Technology Park (ETTP) on the US Department of Energy Oak Ridge Reservation in Oak Ridge, TN, USA. Several general valuation metrics were developed for three broad categories: site use by groups of organisms, site rarity, and use value added from spatial context. Examples of use value metrics are taxa richness, a direct measure of number of species that inhabit an area, complexity of habitat structure, an indirect measure of potential number of species that may use the area, and land use designation, a measure of the length of time that the area will be available for use. Measures of rarity included presence of rare species or communities. Examples of metrics for habitat use value added from spatial context included similarity or complementarity of neighboring habitat patches and presence of habitat corridors. More specific metrics were developed for groups of organisms in contaminated streams, ponds, and terrestrial ecosystems. For each of these metrics, cutoff values for high, medium, and low habitat value were suggested, based on available information on distributions of organisms and landscape features, as well as habitat use information. A companion paper describes the implementation of these habitat valuation metrics and scoring criteria in the remedial investigation for ETTP.     

Sea-level rise: Destruction of threatened and endangered species habitat in South Carolina

Concern for the environment has increased over the past century, and the US Congress has responded to this concern by passing legislation designed to protect the nation’s ecological biodiversity. This legislation, culminating with the Endangered Species Act of 1973, has been instrumental in defining methods for identifying and protecting endangered or threatened species and their habitats. Current legislation, however, assumes that the range of a protected species will stay constant over time. This assumption may no longer be valid, as the unprecedented increase in the number and concentration of greenhouse gases in the atmosphere has the potential to cause a global warming of 1.0–4.5°C and a sea-level rise (SLR) of 31–150 cm by the year 2100. Changes in climate of this magnitude are capable of causing shifts in the population structure and range of most animal species. This article examines the effects that SLR may have on the habitats of endangered and threatened species at three scales. At the regional scale 52 endangered or threatened plant and animal species were found to reside within 3 m of mean sea level in the coastal stages of the US Southeast. At the state level, the habitats of nine endangered or threatened animals that may be at risk from future SLR were identified. At the local level, a microscale analysis was conducted in the Cape Romain National Wildlife Refuge, South Carolina, USA, on the adverse effects that SLR may have on the habitats of the American alligator, brown pelican, loggerhead sea turtle, and wood stork. Prepared by the Oak Ridge National Laboratory, Environmental Sciences Division, Oak Ridge, Tennessee 37831, USA; managed by Martin Marietta Energy Systems. Inc. for the US Department of Energy under contract DE-AC05-84OR21400.     

Protecting endangered species under future climate change: From single-species preservation to an anticipatory policy approach

Anthropogenic climate climate change presents a unique challenge for endangered species policy and an opportunity for policy makers to develop a more predictive and robust approach to preserving the nation's biological resources. Biological and ecological reactions to shifting climate conditions and the potential feedbacks and synergistic effects of such changes may threaten the well-being of many species, particularly of those already in jeopardy of extinction. The United States Endangered Species Act of 1973 will fail to keep pace with increasing numbers of species needing protection as long as it remains focused on protecting species individually. The actmust not be abandoned, however; it holds tremendous promise for preserving biological diversity through a more proactive, anticipatory perspective. The current Endangered Species Act should be reinforced and improved by better integration of scientific expertise into habitat and community preservation listing decisions and recovery plan devlopment. Given the uncertainties surrounding long-term environmental consequences of human activities and resource use, a longer-term perspective must be integrated into all efforts to protect our biotic resources. Under appointment from the Graduate Fellowships for Global Change administered by the Oak Ridge Institute for Science and Ecducation for the US Department of Energy.     

Assessing Land-Use Impacts on Natural Resources

/ Much information is available on changes that occur in natural resources from both spatially-explicit data on environmental conditions and models of the interactions of these conditions and resources with human activities. The strategy for assessing land-use impacts on natural resources developed in this paper provides a framework for using relevant data and models to address questions of how management practices can promote both use and protection of resources. This assessment strategy integrates spatially explicit environmental data using geographic information systems (GIS) with computer models that simulate changes in land cover in response to land-use impacts. The computer models also simulate susceptibility of species to changes in habitat suitability and landscape patterns. The approach is applied to management of limestone barrens on the Oak Ridge Reservation in East Tennessee. Potential limestone barrens habitats are identified by overlaying appropriate soils, geology, slope, and land-use/land-cover conditions. Their validity is tested against known sites containing rare species that occur in these habitats. The location of habitats at risk in the aftermath of human activities is determined by using an available area model that identifies the size and proximity of sites that particular types of species can no longer use as habitat. The resulting risk map can be used in land management planning. The approach uses readily available in situ and remotely sensed data and is applicable to a wide range of locations and land-use scenarios. This approach can be refined based on needs identified by land managers and on the sensitivity of the results to the resolution of available resource information.KEY WORDS: Land management; Assessment; Habitat characterization; Limestone barrens; Ecological modeling; Geographic information systems     

Shifting Priorities at the Department of Energy's Bomb Factories: Protecting Human and Ecological Health

More than 50 years of research, development, manufacture, and testing of nuclear weapons at Department of Energy (DOE) sites has left a legacy of on-site contamination that often spreads to surrounding areas. Despite substantial cleanup budgets in the last decade, the DOE's top-to-bottom review team concluded that relatively little actual cleanup has been accomplished, although milestones have been met and work packages completed. Rather than solely use regulatory constraints to direct cleanup, many people have suggested that human and ecological health should guide long-term stewardship goals of DOE-managed sites. The main questions are how ecological and human health considerations should be applied in deciding the extent of cleanup that contaminated sites should receive and how near-term and longer run considerations of costs and benefits should be balanced as cleanup decisions are made. One effort to protect ecological integrity is the designation of the largest sites as National Environmental Research Parks (NERPs). Recently, the Competitive Enterprise Institute (CEI) suggested isolating and conserving DOE sites as a policy priority because of their rich ecological diversity. A more effective long-term stewardship approach for former nuclear weapons complex sites may emerge if the guiding principles are to (1) reduce risks to human and ecological health, (2) protect cultural traditions, and (3) lower short- and long-term cleanup and remediation costs. A “net benefits” perspective that takes both near- and longer-term costs and consequences into account can help illuminate the trade-offs between expensive cleanup in the near term and the need to assure long-term protection of human health, cultural values, and high levels of biodiversity and ecological integrity that currently exist at many DOE sites.     

Regulatory requirements and tools for environmental assessment of hazardous wastes: Understanding tribal and stakeholder concerns using Department of Energy sites

Many US governmental and Tribal Nation agencies, as well as state and local entities, deal with hazardous wastes within regulatory frameworks that require specific environmental assessments. In this paper we use Department of Energy (DOE) sites as examples to examine the relationship between regulatory requirements and environmental assessments for hazardous waste sites and give special attention to how assessment tools differ. We consider federal laws associated with environmental protection include the National Environmental Policy Act (NEPA), the Resource Conservation and Recovery Act (RCRA), the Comprehensive Environmental Response Compensation and Liability Act (CERCLA), as well as regulations promulgated by the Nuclear Regulatory Commission, Tribal Nations and state agencies. These regulatory regimes require different types of environmental assessments and remedial investigations, dose assessments and contaminant pathways. The DOE case studies illustrate the following points: 1) there is often understandable confusion about what regulatory requirements apply to the site resources, and what environmental assessments are required by each, 2) the messages sent on site safety issued by different regulatory agencies are sometimes contradictory or confusing (e.g. Oak Ridge Reservation), 3) the regulatory frameworks being used to examine the same question can be different, leading to different conclusions (e.g. Brookhaven National Laboratory), 4) computer models used in support of groundwater models or risk assessments are not necessarily successful in convincing Native Americans and others that there is no possibility of risk from contaminants (e.g. Amchitka Island), 5) when given the opportunity to choose between relying on a screening risk assessments or waiting for a full site-specific analysis of contaminants in biota, the screening risk assessment option is rarely selected (e.g. Amchitka, Hanford Site), and finally, 6) there needs to be agreement on whether there has been adequate characterization to support the risk assessment (e.g. Hanford). The assessments need to be transparent and to accommodate different opinions about the relationship between characterizations and risk assessments. This paper illustrates how many of the problems at DOE sites, and potentially at other sites in the U.S. and elsewhere, derive from a lack of either understanding of, or consensus about, the regulatory process, including the timing and types of required characterizations and data in support of site characterizations and risk assessments.     

Recovery of Fish Communities in a Warm Water Stream Following Pollution Abatement

The long-term recovery process for fish communities in a warm water stream in East Tennessee was studied using quantitative measurements over 20 years. The stream receives effluents from a U. S. Department of Energy (DOE) facility, but since 1985 these effluents have been greatly reduced, eliminated, or diluted as part of a substantial long-term pollution abatement program. The resulting changes in water quantity and quality led to a recovery of the fish communities, evidenced by significant changes in species richness, abundance (density and biomass), and community composition (e.g., number of fish species sensitive to stress). The fish community changes occurred over a spatial gradient (downstream from the headwater release zone nearest the DOE facility) and temporally, at multiple sampling locations in the stream. Changes in measured parameters were associated with specific remedial actions and the intervening steps within the recovery process are discussed with regard to changes in treatment processes.     

A Simple Stream Monitoring Technique Based on Measurements of Semiconservative Propertiesof Water

Correlative relationships exist among conductivity, alkalinity, and hardness in streams due to natural geological and climatological controls, but the relationships among these three water-quality factors can be altered strongly by inputs of ion-rich wastewaters. The degree of alteration can be monitored conveniently by use of a simple chemical perturbation index, computed by subtracting the sum of rank pairwise correlations among the conductivity, alkalinity, and hardness (for observations on each of these variables, measured through time) from 3.0. The chemical perturbation index can be used to document or characterize spatiotemporal changes in stream water quality. This study explains the development of the index's concept and provides examples of its application in an extensive stream monitoring program used to assess ecological conditions in streams on the Department of Energy's Oak Ridge Reservation in east Tennessee, USA. The chemical perturbation index technique may be particularly useful in community-based stream monitoring programs because to its simplicity and low cost.     

PREDICTING TEMPORAL AND SPATIAL FLOOD DYNAMICS USING A PRECALIBRATED MODEL1

ABSTRACT: A large storm in December 1990 allowed the evaluation of flood predictions from a hydrologic model (TOPMODEL) that had been previously calibrated on the West Fork of Walker Branch Watershed, a gauged 37.5 ha catchment near Oak Ridge, Tennessee. The model predicts both hydrograph dynamics and the spatial distribution of overland flow using an index based on topography. Maximum extent of overland flow during the storm was determined from patterns of leaf litter removal from valley bottoms. Both the flood hydrograph and the extent of overland flow were accurately predicted using model parameters obtained from a three-month period of normal flow conditions during 1983.     

Long-Term Biological Monitoring of an Impaired Stream: Synthesis and Environmental Management Implications

The long-term ecological recovery of an impaired stream in response to an industrial facility’s pollution abatement actions and the implications of the biological monitoring effort to environmental management is the subject of this special issue of Environmental Management. This final article focuses on the synthesis of the biological monitoring program’s components and methods, the efficacy of various biological monitoring techniques to environmental management, and the lessons learned from the program that might be applicable to the design and application of other programs. The focus of the 25-year program has been on East Fork Poplar Creek, an ecologically impaired stream in Oak Ridge, Tennessee with varied and complex stressors from a Department of Energy facility in its headwaters. Major components of the long-term program included testing and monitoring of invertebrate and fish toxicity, bioindicators of fish health, fish contaminant accumulation, and instream communities (including periphyton, benthic macroinvertebrate, and fish). Key parallel components of the program include water chemistry sampling and data management. Multiple lines of evidence suggested positive ecological responses during three major pollution abatement periods. Based on this case study and the related literature, effective environmental management of impaired streams starts with program design that is consistent across space and time, but also adaptable to changing conditions. The biological monitoring approaches used for the program provided a strong basis for assessments of recovery from remedial actions, and the likely causes of impairment. This case study provides a unique application of multidisciplinary and quantitative techniques to address multiple and complex regulatory and programmatic goals, environmental stressors, and remedial actions.     

Effects of sheep and goat grazing on the species diversity in the alpine meadows of Western Himalaya

This paper deals with effects of sheep and goat grazing on plant species diversity, species richness and species composition in two important conservation areas of the Western Himalaya; the Valley of Flowers (VOF) National Park and the Great Himalayan National Park (GHNP). The VOF is a completely Protected Area as it is devoid of livestock grazing whereas, 20,000 sheep and goats annually graze in GHNP. Both the National Parks possess sub-alpine and alpine vegetation that is distributed in 13 major habitat types. Present investigations indicate that all the habitat types in VOF are higher in plant species diversity and richness compared to habitat types in GHNP. Similarly, all three eco-climatic zones in VOF are higher in species diversity and richness compared to GHNP. Species diversity also decreases with increasing altitude in both the National Parks. The findings of this study are discussed in the light of the management and conservation of alpine meadows of the Western Himalayas.     

Role of a Comprehensive Toxicity Assessment and Monitoring Program in the Management and Ecological Recovery of a Wastewater Receiving Stream

National Pollution Discharge Elimination Permit (NPDES)-driven effluent toxicity tests using Ceriodaphnia dubia and fathead minnows were conducted for more than 20 years to assess and monitor the effects of wastewaters at the United States (U.S.) Department of Energy Y-12 National Security Complex (Y-12 Complex) in Oak Ridge, Tennessee. Toxicity testing was also conducted on water samples from East Fork Poplar Creek (EFPC), the wastewater receiving stream, as part of a comprehensive biological monitoring and assessment program. In this paper, we evaluate the roles of this long-term toxicity assessment and monitoring program in the management and ecological recovery of EFPC. Effluent toxicity testing, associated toxicant evaluation studies, and ambient toxicity monitoring were instrumental in identifying toxicant sources at the Y-12 Complex, guiding modifications to wastewater treatment procedures, and assessing the success of various pollution-abatement actions. The elimination of untreated wastewater discharges, the dechlorination of remaining wastewater streams, and the implementation of flow management at the stream headwaters were the primary actions associated with significant reductions in the toxicity of stream water in the upper reaches of EFPC from the late 1980s through mid 1990s. Through time, as regulatory requirements changed and water quality improved, emphasis shifted from comprehensive toxicity assessments to more focused toxicity monitoring efforts. Ambient toxicity testing with C. dubia and fathead minnows was supplemented with less-standardized but more sensitive alternative laboratory toxicity tests and in situ bioassays. The Y-12 Complex biological monitoring experience demonstrates the value of toxicity studies to the management of a wastewater receiving stream.     

The Influence of Agroforestry and Other Land-Use Types on the Persistence of a Sumatran Tiger (<Emphasis Type="Italic">Panthera tigris sumatrae</Emphasis>) Population: An Individual-Based Model Approach

The importance of preserving both protected areas and their surrounding landscapes as one of the major conservation strategies for tigers has received attention over recent decades. However, the mechanism of how land-use surrounding protected areas affects the dynamics of tiger populations is poorly understood. We developed Panthera Population Persistence (PPP)—an individual-based model—to investigate the potential mechanism of the Sumatran tiger population dynamics in a protected area and under different land-use scenarios surrounding the reserve. We tested three main landscape compositions (single, combined and real land-uses of Tesso-Nilo National Park and its surrounding area) on the probability of and time to extinction of the Sumatran tiger over 20 years in Central Sumatra. The model successfully explains the mechanisms behind the population response of tigers under different habitat landscape compositions. Feeding and mating behaviours of tigers are key factors, which determined population persistence in a heterogeneous landscape. All single land-use scenarios resulted in tiger extinction but had a different probability of extinction within 20 years. If tropical forest was combined with other land-use types, the probability of extinction was smaller. The presence of agroforesty and logging concessions adjacent to protected areas encouraged the survival of tiger populations. However, with the real land-use scenario of Tesso-Nilo National Park, tigers could not survive for more than 10 years. Promoting the practice of agroforestry systems surrounding the park is probably the most reasonable way to steer land-use surrounding the Tesso-Nilo National Park to support tiger conservation.     

The Role of Periphyton in Mediating the Effects of Pollution in a Stream Ecosystem

The effects of pollutants on primary producers ramify through ecosystems because primary producers provide food and structure for higher trophic levels and they mediate the biogeochemical cycling of nutrients and contaminants. Periphyton (attached algae) were studied as part of a long-term biological monitoring program designed to guide remediation efforts by the Department of Energy’s Y-12 National Security Complex on East Fork Poplar Creek (EFPC) in Oak Ridge, Tennessee. High concentrations of nutrients entering EFPC were responsible for elevated periphyton production and placed the stream in a state of eutrophy. High rates of primary production at upstream locations in EFPC were associated with alterations in both invertebrate and fish communities. Grazers represented >50% of the biomass of invertebrates and fish near the Y-12 Complex but <10% at downstream and reference sites. An index of epilithic periphyton production accounted for 95% of the site-to-site variation in biomass of grazing fish. Analyses of heavy metals in EFPC periphyton showed that concentrations of zinc, cadmium, copper and nickel in periphyton decreased exponentially with distance downstream from Y-12. Zinc uptake by periphyton was estimated to reduce the concentration of this metal in stream water ~60% over a 5-km reach of EFPC. Management options for mitigating eutrophy in EFPC include additional reductions in nutrient inputs and/or allowing streamside trees to grow and shade the stream. However, reducing periphyton growth may lead to greater downstream transport of contaminants while simultaneously causing higher concentrations of mercury and PCBs in fish at upstream sites.     

Evaluation of a forage allocation model for Theodore Roosevelt National Park

We developed a forage allocation model using a deterministic, linear optimization module in a commercially available spreadsheet package to help resource managers in Theodore Roosevelt National Park (TRNP), North Dakota determine optimum numbers of four ungulate species, bison (Bison bison), elk (Cervus elaphus), mule deer (Odocoileus hemionus), and feral horses, in the Park. TRNP staff actively managed bison, elk, and feral horse numbers within bounds suggested by our model from 1983 to 1996. During this period, we measured vegetation at 8 grassland and 12 wooded sites at 1-3 year intervals to determine if model solutions were appropriate for maintaining stable conditions in important plant communities in the Park. The data we recorded at these sites indicated minimal change in plant communities from 1983 to 1996. Changes in most vegetation categories that we expected when animal numbers exceeded model optimums for short periods (decreases in coverage/stem numbers of palatable plant species, increases in bare ground or unpalatable plant species) did not occur consistently under high or low precipitation conditions. The lack of sensitivity of our model to decreases in overall production of palatable plant species that occurred due to drought, fire, expansion of black-tailed prairie dog (Cynomys ludovicianus) colonies, and the spread of leafy spurge (Euphorbia esula) in areas of the Park where we did not have monitoring sites suggested that the model under-estimated the total number of ungulates that the Park could support. Management for population levels of ungulates defined by the model probably led to over protection of common plant communities and insufficient protection of rare plant communities. Detecting changes in rare plant communities could have been accomplished by re-designing our vegetation monitoring program, but changing emphasis to protection of rare plants would have likely promoted under use of grazing-tolerant habitat types, dissatisfaction in tourists visiting the Park to see large mammals, and large increases in cost and intrusiveness of management activities such as fencing and control of ungulate populations. The model was a flawed representation of grazing dynamics in TRNP, but we believe it succeeded in making management personnel aware of the biological constraints they face when making management decisions.