Multivariate Analysis of the Ecoregion Delineation for Aquatic Systems

The ecoregion concept is a popular method of understanding the spatial distribution of the environment', however, it has yet to be adequately demonstrated that the environment is distributed in accordance with these bounded units. In this paper, we generated a testable hypothesis based on the current usage of ecoregions: the ecoregion classification will allow for discrimination between lakes of different water quality. The ecoregion classification should also be more effective better than a comparably scaled classification based on political boundaries, land-use class, or random grouping. To test this hypothesis we used the Environmental Monitoring and Assessment Program (EMAP) lake water chemistry data from the northeast United States. The water chemistry data were reduced to four components using principal component analysis. For comparison to an optimal grouping of these data we used K-means cluster analysis to define the extent at which these lakes could be segregated into distinct classes. Jackknifed discriminant analysis was used to determine the classification rate of ecoregions, the three alternative spatial classification methods, and the clustering algorithm. The classification based on ecoregions was successful for 35% of the lakes included in this study, in comparison to the clustered groups accuracy of 98%. These results suggest that the large scale spatial distribution of ecosystem types is more complicated than that suggested by the present ecoregion boundaries. Further tests of ecoregion delineations are needed and alternative large-scale management strategies should be investigated.     

A regional framework for establishing recovery criteria

Effective assessments of aquatic ecosystem recovery require ecologically sound endpoints against which progress can be measured. Site-by-site assessments of end points and potential recovery trajectories are impractical for water resource agencies. Because of the natural variation among ecosystems, applying a single set of criteria nationwide is not appropriate either. This article demonstrates the use of a regional framework for stratifying natural variation and for determining realistic biological criteria. A map of ecoregions, drawn from landscape characteristics, formed the framework for three statewide case studies and three separate studies at the river basin scale. Statewide studies of Arkansas, Ohio, and Oregon, USA, streams demonstrated patterns in fish assemblages corresponding to ecoregions. The river basin study in Oregon revealed a distinct change at the ecoregion boundary; those in Ohio and Montana demonstrated the value of regional reference sites for assessing recovery. Ecoregions can be used to facilitate the application of ecological theory and to set recovery criteria for various regions of states or of the country. Such a framework provides an important alternative between site-specific and national approaches for assessing recovery rates and conditions.     

Ecoregions and ecoregionalization: geographical and ecological perspectives

Ecoregions, i.e., areas exhibiting relative homogeneity of ecosystems, are units of analysis that are increasingly important in environmental assessment and management. Ecoregions provide a holistic framework for flexible, comparative analysis of complex environmental problems. Ecoregions mapping has intellectual foundations in both geography and ecology. However, a hallmark of ecoregions mapping is that it is a truly interdisciplinary endeavor that demands the integration of knowledge from a multitude of sciences. Geographers emphasize the role of place, scale, and both natural and social elements when delineating and characterizing regions. Ecologists tend to focus on environmental processes with special attention given to energy flows and nutrient cycling. Integration of disparate knowledge from the many key sciences has been one of the great challenges of ecoregions mapping, and may lie at the heart of the lack of consensus on the "optimal" approach and methods to use in such work. Through a review of the principal existing US ecoregion maps, issues that should be addressed in order to advance the state of the art are identified. Research related to needs, methods, data sources, data delivery, and validation is needed. It is also important that the academic system foster education so that there is an infusion of new expertise in ecoregion mapping and use.     

Variability of Lotic Macroinvertebrate Assemblages and Stream Habitat Characteristics Across Hierarchical Landscape Classifications

Streams are naturally hierarchical systems, and their biota are affected by factors effective at regional to local scales. However, there have been only a few attempts to quantify variation in ecological attributes across multiple spatial scales. We examined the variation in several macroinvertebrate metrics and environmental variables at three hierarchical scales (ecoregions, drainage systems, streams) in boreal headwater streams. In nested analyses of variance, significant spatial variability was observed for most of the macroinvertebrate metrics and environmental variables examined. For most metrics, ecoregions explained more variation than did drainage systems. There was, however, much variation attributable to residuals, suggesting high among-stream variation in macroinvertebrate assemblage characteristics. Nonmetric multidimensional scaling (NMDS) and multiresponse permutation procedure (MRPP) showed that assemblage composition differed significantly among both drainage systems and ecoregions. The associated R-statistics were, however, very low, indicating wide variation among sites within the defined landscape classifications. Regional delineations explained most of the variation in stream water chemistry, ecoregions being clearly more influential than drainage systems. For physical habitat characteristics, by contrast, the among-stream component was the major source of variation. Distinct differences attributable to stream size were observed for several metrics, especially total number of taxa and abundance of algae-scraping invertebrates. Although ecoregions clearly account for a considerable amount of variation in macroinvertebrate assemblage characteristics, we suggest that a three-tiered classification system (stratification through ecoregion and habitat type, followed by assemblage prediction within these ecologically meaningful units) will be needed for effective bioassessment of boreal running waters.     

Topographic, bioclimatic, and vegetation characteristics of three ecoregion classification systems in North America: comparisons along continent-wide transects

Ecoregion classification systems are increasingly used for policy and management decisions, particularly among conservation and natural resource managers. A number of ecoregion classification systems are currently available, with each system defining ecoregions using different classification methods and different types of data. As a result, each classification system describes a unique set of ecoregions. To help potential users choose the most appropriate ecoregion system for their particular application, we used three latitudinal transects across North America to compare the boundaries and environmental characteristics of three ecoregion classification systems [Küchler, World Wildlife Fund (WWF), and Bailey]. A variety of variables were used to evaluate the three systems, including woody plant species richness, normalized difference in vegetation index (NDVI), and bioclimatic variables (e.g., mean temperature of the coldest month) along each transect. Our results are dominated by geographic patterns in temperature, which are generally aligned north-south, and in moisture, which are generally aligned east-west. In the west, the dramatic changes in physiography, climate, and vegetation impose stronger controls on ecoregion boundaries than in the east. The Küchler system has the greatest number of ecoregions on all three transects, but does not necessarily have the highest degree of internal consistency within its ecoregions with regard to the bioclimatic and species richness data. In general, the WWF system appears to track climatic and floristic variables the best of the three systems, but not in all regions on all transects.     

Ecoregions of the Conterminous United States: Evolution of a Hierarchical Spatial Framework

A map of ecological regions of the conterminous United States, first published in 1987, has been greatly refined and expanded into a hierarchical spatial framework in response to user needs, particularly by state resource management agencies. In collaboration with scientists and resource managers from numerous agencies and institutions in the United States, Mexico, and Canada, the framework has been expanded to cover North America, and the original ecoregions (now termed Level III) have been refined, subdivided, and aggregated to identify coarser as well as more detailed spatial units. The most generalized units (Level I) define 10 ecoregions in the conterminous U.S., while the finest-scale units (Level IV) identify 967 ecoregions. In this paper, we explain the logic underpinning the approach, discuss the evolution of the regional mapping process, and provide examples of how the ecoregions were distinguished at each hierarchical level. The variety of applications of the ecoregion framework illustrates its utility in resource assessment and management.     

Landscape-level ecological regions: Linking state-level ecoregion frameworks with stream habitat classifications

Regionalization is a form of spatial classification, where boundaries are drawn around areas that are relatively homogeneous in landscape characteristics. The process of delineating ecological regions, or ecoregions, includes the analysis of ecosystem structure. To date, ecoregions have been developed at national and state scales for research and resource management. Stream classification is another method to order the variability of aquatic habitats that spans spatial scales from microhabitat to valley segment. In this study, landscape-level ecoregions are developed for the upper Grande Ronde River basin in northeastern Oregon, 3000 sq km in area. The ecoregion framework presented here is proposed to bridge the gap between stream habitat and state-level ecoregion classifications. Classification at this scale is meant to address issues of management at local scales: to aid in sampling design, in extrapolation of the results of site-specific studies, and in the development of best management practices that are more predictive of ecosystem response than current methods.     

Development and Validation of an Aquatic Fine Sediment Biotic Index

The Fine Sediment Biotic Index (FSBI) is a regional, stressor-specific biomonitoring index to assess fine sediment (<2 mm) impacts on macroinvertebrate communities in northwestern US streams. We examined previously collected data of benthic macroinvertebrate assemblages and substrate particle sizes for 1,139 streams spanning 16 western US Level III Ecoregions to determine macroinvertebrate sensitivity (mostly at species level) to fine sediment. We developed FSBI for four ecoregion groupings that include nine of the ecoregions. The grouping were: the Coast (Coast Range ecoregion) (136 streams), Northern Mountains (Cascades, N. Rockies, ID Batholith ecoregions) (428 streams), Rockies (Middle Rockies, Southern Rockies ecoregions) (199 streams), and Basin and Plains (Columbia Plateau, Snake River Basin, Northern Basin and Range ecoregions) (262 streams). We excluded rare taxa and taxa identified at coarse taxonomic levels, including Chironomidae. This reduced the 685 taxa from all data sets to 206. Of these 93 exhibited some sensitivity to fine sediment which we classified into four categories: extremely, very, moderately, and slightly sensitive; containing 11, 22, 30, and 30 taxa, respectively. Categories were weighted and a FSBI score calculated by summing the sensitive taxa found in a stream. There were no orders or families that were solely sensitive or resistant to fine sediment. Although, among the three orders commonly regarded as indicators of high water quality, the Plecoptera (5), Trichoptera (3), and Ephemeroptera (2) contained all but one of the species or species groups classified as extremely sensitive. Index validation with an independent data set of 255 streams found FSBI scores to accurately predict both high and low levels of measured fine sediment.     

Ecoregions in the Southern Balkans: Should Their Boundaries Be Revised?

Ecoregion delineations have gained increased attention in Europe, especially following the Water Framework Directive 2000/60/EC (WFD), which provides the European Union’s first policy-relevant ecoregion map. However, the WFD’s ecoregions were created through a minor adaptation of Illies’ (Limnofauna Europaea. Gustav Fisher Verlag, Stuttgart, 1967/1978) freshwater zoogeographic regions, and the map’s specific boundaries have not been widely evaluated with respect to the WFD’s uses or their biogeographic accuracy. We examined the WFD ecoregion boundaries in Greece and its neighboring Balkan states by comparing them with the most prominent freshwater biogeographic boundaries as shown by riverine freshwater fish assemblages. Classification and ordination analyses of 23 river basin fish assemblages helped delineate natural faunal break boundaries in freshwater species assemblage distributions depicting major biogeographic barriers to aquatic biota dispersal. However, these biogeographic boundaries differ from those delineated in the WFD map, suggesting boundary errors and inconsistencies in the delineation method of the WFD ecoregions. We reviewed specific boundary disagreements and produced a map showing the region’s most prominent freshwater biogeographic boundaries by charting them on watershed borders among the four biotically dissimilar river basin groups in the southern Balkans. This regional evaluation reveals both a need to reconcile disparate approaches to ecoregion mapping and to promote the development of a new policy-relevant inland waters ecoregion framework that would support broad-scale water management and aquatic conservation.     

Ecoregions and ecodistricts: Ecological regionalizations for the Netherlands' environmental policy

For communicating data on the state of the environment to policy makers, various integrative frameworks are used, including regional integration. For this kind of integration we have developed two related ecological regionalizations, ecoregions and ecodistricts, which are two levels in a series of classifications for hierarchically nested ecosystems at different spatial scale levels. We explain the compilation of the maps from existing geographical data, demonstrating the relatively holistic, a priori integrated approach. The resulting maps are submitted to discriminant analysis to test the consistancy of the use of mapping characteristics, using data on individual abiotic ecosystem components from a national database on a 1-km² grid. This reveals that the spatial patterns of soil, groundwater, and geomorphology correspond with the ecoregion and ecodistrict maps. Differences between the original maps and maps formed by automatically reclassifying 1-km² cells with these discriminant components are found to be few. These differences are discussed against the background of the principal dilemma between deductive, a priori integrated, and inductive, a posteriori, classification.     

Evaluating Microbial Indicators of Environmental Condition in Oregon Rivers

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

Perspectives on the nature and definition of ecological regions

Among environmental managers, recognition of the importance of integrating management activities across agencies and programs that have different responsibilities for the same geographic areas has created an awareness of the need for a common hierarchical framework of ecological regions (ecoregions) to implement the strategy. Responding to this need in the United States, nine federal agencies have signed a memorandum of understanding on the subject of developing a common framework of ecoregions. However, considerable disagreement over how to define ecoregions and confusion over the strengths and limitations of existing frameworks stand in the way of achieving this goal. This paper presents some perspectives on the nature and definition of ecoregions related to this confusion and provides a brief overview of the weight of evidence approach to mapping ecoregions, using an example initiated by the US Environmental Protection Agency. To effectively implement ecosystem assessment, management, and research at local, regional, and national levels, research is needed to increase our understanding of ecoregions. We must find ways to illustrate the nature of ecoregion boundaries and the variability of characteristics within ecoregions as they relate to management issues. Research must also be conducted on comparing existing frameworks and developing indices of ecological integrity to effectively evaluate their usefulness.     

Modeling the spatial dynamics of regional land use: the CLUE-S model

Land-use change models are important tools for integrated environmental management. Through scenario analysis they can help to identify near-future critical locations in the face of environmental change. A dynamic, spatially explicit, land-use change model is presented for the regional scale: CLUE-S. The model is specifically developed for the analysis of land use in small regions (e.g., a watershed or province) at a fine spatial resolution. The model structure is based on systems theory to allow the integrated analysis of land-use change in relation to socio-economic and biophysical driving factors. The model explicitly addresses the hierarchical organization of land use systems, spatial connectivity between locations and stability. Stability is incorporated by a set of variables that define the relative elasticity of the actual land-use type to conversion. The user can specify these settings based on expert knowledge or survey data. Two applications of the model in the Philippines and Malaysia are used to illustrate the functioning of the model and its validation.     

A Single-Use Site Selection Technique, Using GIS, for Aquaculture Planning: Choosing Locations for Mangrove Oyster Raft Culture in Margarita Island, Venezuela

Oyster culture has a potential to generate income for coastal communities and to lessen pressure on natural overexploited populations. A project to transfer mangrove oyster Crassostrea rhizophorae raft culture technology to selected coastal communities in Margarita Island, Venezuela is being developed, and an optimum location selection technique was devised. To pick the variables or factors that determine site suitability, a bibliographic database was made, aspects of interest chosen, and the most comprehensive ones singled out, eliminating redundant ones. Twenty variables were grouped in criteria based on the way they influence the project. Variables were classified as intrinsic environmental, environmental extrinsic, logistic, and socioeconomic criteria. Thirty-five experts were asked to evaluate the factors and to score each according to their suitability weight. Logistic criterion received the highest values, followed by environmental extrinsic issues. A Geographic Information System using a base map compiled from 1:25,000 scale maps was developed. A thematic map for each factor was completed, dividing graphically the 3896-km² study area into polygons of equal weight for each factor. The Multi-Criteria Evaluation (MCE) was used to combine the variables. Resultant vectors in thematic maps were added to obtain smaller polygons with the same value sum. Finally, MCE was used to generate a final output: the optimum sites for oyster aquaculture resulting from the added values of over 3000 polygons in the maps, for the 20 criteria. Higher scores were reached in 13 areas covering 4.1 km², those places having the optimum conditions for oyster raft aquaculture in the region. Additional locations meeting 75% to 70% of the demanded criteria for a final suitable selection cover 137 sites encompassing 37.5 km².     

Magnitude,Frequency, and Duration Relations for Suspended Sediment in Stable (“Reference”) Southeastern Streams1

Abstract: Sediment is listed as one of the leading causes of water‐quality impairments in surface waters of the United States (U.S.). A water body becomes listed by a State, Territory or Tribe if its designated use is not being attained (i.e., impaired). In many cases, the prescribed designated use is aquatic health or habitat, indicating that total maximum daily loads (TMDL) targets for sediment should be functionally related to this use. TMDL targets for sediment transport have been developed for many ecoregions over the past several years using suspended‐sediment yield as a metric. Target values were based on data from “reference” streams or reaches, defined as those exhibiting geomorphic characteristics of equilibrium. This approach has proved useful to some states developing TMDLs for suspended sediment, although one cannot conclude that if a stream exceeds the target range, the aquatic ecosystem will be adversely impacted. To address this problem, historical flow‐transport and sediment‐transport data from hundreds of sites in the Southeastern U.S. were re‐examined to develop parameters (metrics) such as frequency and duration of sediment concentrations. Sites determined as geomorphically stable from field evaluations and from analysis of gauging‐station records were sorted by ecoregion. Mean‐daily flow data obtained from the U.S. Geological Survey were applied to sediment‐transport rating relations to determine suspended‐sediment load for each day of record. The frequency and duration that a given concentration was equaled or exceeded were then calculated to produce a frequency distribution for each site. “Reference” distributions were created using the stable sites in each ecoregion by averaging all of the distributions at specified exceedance intervals. As with the “reference” suspended‐sediment yields, there is a broad range of frequency and duration distributions that reflects the hydrologic and sediment‐transport regimes of the ecoregions. Ecoregions such as the Mississippi Valley Loess Plains (#74) maintain high suspended sediment concentrations for extended periods, whereas coastal plain ecoregions (#63 and 75) show much lower concentrations.     

Evaluating the effects of spatial monitoring policy on groundwater quality portrayal

What size sample is sufficient for spatially sampling ambient groundwater quality? Water quality data are only as spatially accurate as the geographic sampling strategies used to collect them. This research used sequential sampling and regression analysis to evaluate groundwater quality spatial sampling policy changes proposed by California's Department of Water Resources. Iterative or sequential sampling of a hypothetical groundwater basin's water quality produced data sets from sample sizes ranging from 2.8% to 95% coverage of available point sample sites. Contour maps based on these sample data sets were compared to an original (control), mapped hypothetical data set, to determine at which point map information content and pattern portrayal are not improved by increasing sample sizes. Comparing series of contour maps of ground water quality concentration is a common means of evaluating the geographic extent of groundwater quality change. Comparisons included visual inspection of contout maps and statistical tests on digital versions of these map files, including correlation and regression products. This research demonstrated that, down to about 15% sample site coverage, there is no difference between contour maps produced from the different sampling strategies and the contout map of the original data set.     

Using an ecoregion framework to analyze land-cover and land-use dynamics

The United States has a highly varied landscape because of wide-ranging differences in combinations of climatic, geologic, edaphic, hydrologic, vegetative, and human management (land use) factors. Land uses are dynamic, with the types and rates of change dependent on a host of variables, including land accessibility, economic considerations, and the internal increase and movement of the human population. There is a convergence of evidence that ecoregions are very useful for organizing, interpreting, and reporting information about land-use dynamics. Ecoregion boundaries correspond well with patterns of land cover, urban settlement, agricultural variables, and resource-based industries. We implemented an ecoregion framework to document trends in contemporary land-cover and land-use dynamics over the conterminous United States from 1973 to 2000. Examples of results from six eastern ecoregions show that the relative abundance, grain of pattern, and human alteration of land-cover types organize well by ecoregion and that these characteristics of change, themselves, change through time.     

Riverine Threat Indices to Assess Watershed Condition and Identify Primary Management Capacity of Agriculture Natural Resource Management Agencies

Managers can improve conservation of lotic systems over large geographies if they have tools to assess total watershed conditions for individual stream segments and can identify segments where conservation practices are most likely to be successful (i.e., primary management capacity). The goal of this research was to develop a suite of threat indices to help agriculture resource management agencies select and prioritize watersheds across Missouri River basin in which to implement agriculture conservation practices. We quantified watershed percentages or densities of 17 threat metrics that represent major sources of ecological stress to stream communities into five threat indices: agriculture, urban, point-source pollution, infrastructure, and all non-agriculture threats. We identified stream segments where agriculture management agencies had primary management capacity. Agriculture watershed condition differed by ecoregion and considerable local variation was observed among stream segments in ecoregions of high agriculture threats. Stream segments with high non-agriculture threats were most concentrated near urban areas, but showed high local variability. 60 % of stream segments in the basin were classified as under U.S. Department of Agriculture’s Natural Resources Conservation Service (NRCS) primary management capacity and most segments were in regions of high agricultural threats. NRCS primary management capacity was locally variable which highlights the importance of assessing total watershed condition for multiple threats. Our threat indices can be used by agriculture resource management agencies to prioritize conservation actions and investments based on: (a) relative severity of all threats, (b) relative severity of agricultural threats, and (c) and degree of primary management capacity.