Monitoring and Evaluation in Conservation: a Review of Trends and Approaches

Abstract:  There is growing recognition among conservation practitioners and scholars that good project management is integrally linked to well-designed monitoring and evaluation systems. Most conservation organizations have attempted to develop and implement monitoring and evaluation systems, often with mixed results. One problem seems to be that organizations are trying to build their systems from scratch, overlooking lessons learned from the many efforts to develop useful and practical monitoring and evaluation approaches. Thus, we undertook a review of monitoring and evaluation approaches in conservation and other fields including international development, public health, family planning, education, social services, and business. Here, we present our results for the field of conservation. We categorized the considerable variety of monitoring and evaluation approaches into four broad purposes: basic research; accounting and certification; status assessment; and effectiveness measurement. We focus here on status assessment and effectiveness measurement. Specific lessons that emerged follow: different monitoring and evaluation needs require different approaches; conceptual similarities are widespread among prevailing approaches; inconsistent language impedes communication; confusion among monitoring and evaluation components hinders practitioner ability to choose the appropriate component; and monitoring only quantitative biological variables is insufficient. We suggest that the conservation community continue support of collaborative initiatives to improve monitoring and evaluation, establish clear definitions of commonly used terms, clarify monitoring and evaluation system components, apply available approaches appropriately, and include qualitative and social variables in monitoring efforts.     

Long-Term Landscape Change and Bird Abundance in Amazonian Rainforest Fragments

Abstract:  The rainforests of the Amazon basin are being cut by humans at a rate >20,000 km²/year, leading to smaller and more isolated patches of forest, with remaining fragments often in the range of 1–100 ha. We analyzed samples of understory birds collected over 20 years from a standardized mist-netting program in 1– to 100-ha rainforest fragments in a dynamic Amazonian landscape near Manaus, Brazil. Across bird guilds, the condition of second growth immediately surrounding fragments was often as important as fragment size or local forest cover in explaining variation in abundance. Some fragments surrounded by 100 m of open pasture showed reductions in insectivorous bird abundance of over 95%, even in landscapes dominated by continuous forest and old second growth. These extreme reductions may be typical throughout Amazonia in small (≤10 ha), isolated fragments of rainforest. Abundance for some guilds returned to preisolation levels in 10- and 100-ha fragments connected to continuous forest by 20-year-old second growth. Our results show that the consequences of Amazonian forest loss cannot be accurately described without explicit consideration of vegetation dynamics in matrix habitat. Any dichotomous classification of the landscape into "forest" and "nonforest" misses essential information about the matrix.     

Optimal Allocation of Resources among Threatened Species: a Project Prioritization Protocol

Abstract: Conservation funds are grossly inadequate to address the plight of threatened species. Government and conservation organizations faced with the task of conserving threatened species desperately need simple strategies for allocating limited resources. The academic literature dedicated to systematic priority setting usually recommends ranking species on several criteria, including level of endangerment and metrics of species value such as evolutionary distinctiveness, ecological importance, and social significance. These approaches ignore 2 crucial factors: the cost of management and the likelihood that the management will succeed. These oversights will result in misallocation of scarce conservation resources and possibly unnecessary losses. We devised a project prioritization protocol (PPP) to optimize resource allocation among New Zealand's threatened‐species projects, where costs, benefits (including species values), and the likelihood of management success were considered simultaneously. We compared the number of species managed and the expected benefits gained with 5 prioritization criteria: PPP with weightings based on species value; PPP with species weighted equally; management costs; species value; and threat status. We found that the rational use of cost and success information substantially increased the number of species managed, and prioritizing management projects according to species value or threat status in isolation was inefficient and resulted in fewer species managed. In addition, we found a clear trade‐off between funding management of a greater number of the most cost‐efficient and least risky projects and funding fewer projects to manage the species of higher value. Specifically, 11 of 32 species projects could be funded if projects were weighted by species value compared with 16 projects if projects were not weighted. This highlights the value of a transparent decision‐making process, which enables a careful consideration of trade‐offs. The use of PPP can substantially improve conservation outcomes for threatened species by increasing efficiency and ensuring transparency of management decisions.     

Tools for Groundwater Protection Planning: An Example from McHenry County, Illinois, USA

/ This paper presents an approach for producing aquifer sensitivity maps from three-dimensional geologic maps, called stack-unit maps. Stack-unit maps depict the succession of geologic materials to a given depth, and aquifer sensitivity maps interpret the successions according totheir ability to transmit potential contaminants. Using McHenry County, Illinois, as a case study, stack-unit maps and an aquifer sensitivity assessment were made to help land-use planners, public health officials, consultants, developers, and the public make informed decisions regarding land use. A map of aquifer sensitivity is important for planning because the county is one of the fastest growing counties in the nation, and highly vulnerable sand and gravel aquifers occur within 6 m of ground surface over 75% of its area. The aquifer sensitivity map can provide guidance to regulators seeking optimal protection of groundwater resources where these resources are particularly vulnerable. In addition, the map can be used to help officials direct waste-disposal and industrial facilities and other sensitive land-use practices to areas where the least damage is likely to occur, thereby reducing potential future liabilities. KEY WORDS: Geologic mapping; Groundwater; Aquifers; Aquifer sensitivity; Land-use planning     

Safeguarding Biodiversity and Ecosystem Services in the Little Karoo,South Africa

Abstract: Global declines in biodiversity and the widespread degradation of ecosystem services have led to urgent calls to safeguard both. Responses to this urgency include calls to integrate the needs of ecosystem services and biodiversity into the design of conservation interventions. The benefits of such integration are purported to include improvements in the justification and resources available for these interventions. Nevertheless, additional costs and potential trade‐offs remain poorly understood in the design of interventions that seek to conserve biodiversity and ecosystem services. We sought to investigate the synergies and trade‐offs in safeguarding ecosystem services and biodiversity in South Africa's Little Karoo. We used data on three ecosystem services—carbon storage, water recharge, and fodder provision—and data on biodiversity to examine several conservation planning scenarios. First, we investigated the amount of each ecosystem service captured incidentally by a conservation plan to meet targets for biodiversity only while minimizing opportunity costs. We then examined the costs of adding targets for ecosystem services into this conservation plan. Finally, we explored trade‐offs between biodiversity and ecosystem service targets at a fixed cost. At least 30% of each ecosystem service was captured incidentally when all of biodiversity targets were met. By including data on ecosystem services, we increased the amount of services captured by at least 20% for all three services without additional costs. When biodiversity targets were reduced by 8%, an extra 40% of fodder provision and water recharge were obtained and 58% of carbon could be captured for the same cost. The opportunity cost (in terms of forgone production) of safeguarding 100% of the biodiversity targets was about US$500 million. Our results showed that with a small decrease in biodiversity target achievement, substantial gains for the conservation of ecosystem services can be achieved within our biodiversity priority areas for no extra cost.     

The Interplay between Climate Variability and Density Dependence in the Population Viability of Chinook Salmon

Abstract:  The viability of populations is influenced by driving forces such as density dependence and climate variability, but most population viability analyses (PVAs) ignore these factors because of data limitations. Additionally, simplified PVAs produce limited measures of population viability such as annual population growth rate (λ) or extinction risk. Here we developed a "mechanistic" PVA of threatened Chinook salmon ( Oncorhynchus tshawytscha ) in which, based on 40 years of detailed data, we related freshwater recruitment of juveniles to density of spawners, and third-year survival in the ocean to monthly indices of broad-scale ocean and climate conditions. Including climate variability in the model produced important effects: estimated population viability was very sensitive to assumptions of future climate conditions and the autocorrelation contained in the climate signal increased mean population abundance while increasing probability of quasi extinction. Because of the presence of density dependence in the model, however, we could not distinguish among alternative climate scenarios through mean λ values, emphasizing the importance of considering multiple measures to elucidate population viability. Our sensitivity analyses demonstrated that the importance of particular parameters varied across models and depended on which viability measure was the response variable. The density-dependent parameter associated with freshwater recruitment was consistently the most important, regardless of viability measure, suggesting that increasing juvenile carrying capacity is important for recovery.     

Long-Term Population Changes of Native and Introduced Birds in the Alaka'i Swamp, Kaua'i

Abstract:  Within the last 30 years, five endemic bird species of the Alaka'i Swamp, Kaua'i, Hawai'i, have likely gone extinct. We documented population trends of the remaining avifauna in this time period to identify a common pattern in the Hawaiian Islands: decline of native species and expansion of introduced species. We conducted bird surveys over 100 km² of the Alaka'i and Kōke'e regions of Kaua'i in March–April 2000 to estimate population size, distribution, and range limits of seven native and six introduced forest birds. We compared the results with four previous surveys conducted over the last 30 years. Five of the seven native species we studied have fared well, maintaining sizeable populations (>20,000 individuals) and unchanged or increasing numbers. The endemic 'Akikiki ( Oreomystis bairdi ), however, declined from 6296 (SE ± 1374) to 1472 (SE ± 680) individuals and exhibited range contraction from 88 to 36 km². The 'I'iwi ( Vestiaria coccinea ) also experienced a decline and contraction, though not as severe. Populations of several introduced forest birds are increasing, but all species, excluding the Japanese White-eye ( Zosterops japonicus ), were at low numbers (<5,500 individuals in survey area). One introduced species, the Japanese Bush-Warbler ( Cettia diphone ) recently invaded, whereas another, the Red-billed Leiothrix ( Leiothrix lutea ), has been extirpated. Two hurricanes in the past 20 years appear to have most strongly affected nectarivores and may have contributed to the decline or extinction of several other species. Overall, native bird populations on Kaua'i have exhibited species-specific responses to limiting factors. Although most native populations appear stable, the extant native avifauna is vulnerable as a result of limited distributions and the potential for widespread habitat degradation.     

Correlations among Extinction Risks Assessed by Different Systems of Threatened Species Categorization

Abstract:  Many different systems are used to assess levels of threat faced by species. Prominent ones are those used by the World Conservation Union, NatureServe, and the Florida Game and Freshwater Fish Commission (now the Florida Fish and Wildlife Conservation Commission). These systems assign taxa a threat ranking by assessing their demographic and ecological characteristics. These threat rankings support the legislative protection of species and guide the placement of conservation programs in order of priority. It is not known, however, whether these assessment systems rank species in a similar order. To resolve this issue, we assessed 55 mainly vertebrate taxa with widely differing life histories under each of these systems and determined the rank correlations among them. Moderate, significant positive correlations were seen among the threat rankings provided by the three systems (correlations 0.58–0.69). Further, the threat rankings for taxa obtained using these systems were significantly correlated to their rankings based on predicted probability of extinction within 100 years as determined by population viability analysis (correlations 0.28–0.37). The different categorization systems, then, yield related but not identical threat rankings, and these rankings are associated with predicted extinction risk.