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Adaptive management: The U.S. Department of the Interior technical guide

The purpose of this technical guide is to present an operational definition of adaptive management, identify the conditions in which adaptive management should be considered, and describe the process of using adaptive management for managing natural resources. The guide is not an exhaustive discussion of adaptive management, nor does it include detailed specifications for individual projects. However, it should aid U.S. Department of the Interior (DOI) managers and practitioners in determining when and how to apply adaptive management. Adaptive management is framed within the context of structured decision making, with an emphasis on uncertainty about resource responses to management actions and the value of reducing that uncertainty to improve management. Though learning plays a key role in adaptive management, it is seen here as a means to an end, namely good management, and not an end in itself. The operational definition used in the guide is adopted from the National Research Council, which characterizes adaptive management as an iterative learning process producing improved understanding and improved management over time: Adaptive management [is a decision process that] promotes flexible decision making that can be adjusted in the face of uncertainties as outcomes from management actions and other events become better understood. Careful monitoring of these outcomes both advances scientific understanding and helps adjust policies or operations as part of an iterative learning process. Adaptive management also recognizes the importance of natural variability in contributing to ecological resilience and productivity. It is not a ‘trial and error’ process, but rather emphasizes learning while doing. Adaptive management does not represent an end in itself, but rather a means to more effective decisions and enhanced benefits. Its true measure is in how well it helps meet environmental, social, and economic goals, increases scientific knowledge, and reduces tensions among stakeholders. Adaptive management as defined here involves ongoing, real-time learning and knowledge creation, both in a substantive sense and in terms of the adaptive process itself. It is described in what follows in a series of 9 steps, as summarized in section 4.1, involving stakeholder involvement, management objectives, management alternatives, predictive models, monitoring plans, decision making, monitoring responses to management, assessment, and adjustment to management actions. An adaptive approach actively engages stakeholders in all phases of a project over its timeframe, facilitating mutual learning and reinforcing the commitment to learning-based management. Adaptive management in DOI is implemented within a legal context that includes statutory authorities such as the National Environmental Policy Act (NEPA), the Endangered Species Act, and the Federal Advisory Committee Act. For many important problems now facing the resource management community, adaptive management holds great promise in reducing the uncertainties that limit the effective management of natural resource systems. For many conservation and management problems, utilizing management itself in an experimental context may be the only feasible way to gain the system understanding needed to improve management. Though it is commonly thought that an adaptive approach can produce results quickly at low cost, the opposite is more likely to be true. An initial investment of time and effort will increase the likelihood of better decision making and resource stewardship in the future, but patience, flexibility, and support are needed over the life of an adaptive management project. For these reasons it is important to carefully consider the potential use of an adaptive approach, and to engage in careful planning and evaluation when adaptive management is used.

Report↗

Time-dependent accumulation of Cd, Co, Cu, Ni, and Zn in mayfly and caddisfly larvae in experimental streams: Metal sensitivity, uptake pathways, and mixture toxicity

Conceptual and quantitative models were developed to assess time-dependent processes in four sequential experimental stream studies that determined abundances of natural communities of mayfly and caddisfly larvae dosed with single metals (Cd, Co, Cu, Ni, Zn) or multiple metals (Cd+Zn, Co+Cu, Cu+Ni, Cu+Zn, Ni+Zn, Cd+Cu+Zn, Co+Cu+Ni, Cu+Ni+Zn). Metal mixtures contained environmentally relevant metal ratios found in mine drainage. Free metal ion concentrations, accumulation of metals by periphyton, and metal uptake by four families of aquatic insect larvae were either measured (Brachycentridae) or predicted (Ephemerellidae, Heptageniidae, Hydropsychidae) using equilibrium and biodynamic models. Toxicity functions, which included metal accumulations by larvae and metal potencies, were linked to abundances of the insect families. Model results indicated that mayflies accumulated more metal than caddisflies and the relative importance of metal uptake by larvae via dissolved or dietary pathways highly depended on metal uptake rate constants for each insect family and concentrations of metals in food and water. For solution compositions in the experimental streams, accumulations of Cd, Cu, and Zn in larvae occurred primarily through dietary uptake, whereas uptake of dissolved metal was more important for Co and Ni accumulations. Cd, Cu, and Ni were major contributors to toxicity in metal mixtures and for metal ratios examined. Our conceptual approach and quantitative results should aid in designing laboratory experiments and field studies that evaluate metal uptake pathways and metal mixture toxicity to aquatic biota.

Science of the Total Environment↗

Deriving habitat models for northern long-eared bats from historical detection data: A case study using the Fernow Experimental Forest

The listing of the northern long-eared bat ( Myotis septentrionalis ) as federally threatened under the Endangered Species Act following severe population declines from white-nose syndrome presents considerable challenges to natural resource managers. Because the northern long-eared bat is a forest habitat generalist, development of effective conservation measures will depend on appropriate understanding of its habitat relationships at individual locations. However, severely reduced population sizes make gathering data for such models difficult. As a result, historical data may be essential in development of habitat models. To date, there has been little evaluation of how effective historical bat presence data, such as data derived from mist-net captures, acoustic detection, and day-roost locations, may be in developing habitat models, nor is it clear how models created using different data sources may differ. We explored this issue by creating presence probability models for the northern long-eared bat on the Fernow Experimental Forest in the central Appalachian Mountains of West Virginia using a historical, presence-only data set. Each presence data type produced outputs that were dissimilar but that still corresponded with known traits of the northern long-eared bat or are easily explained in the context of the particular data collection protocol. However, our results also highlight potential limitations of individual data types. For example, models from mist-net capture data only showed high probability of presence along the dendritic network of riparian areas, an obvious artifact of sampling methodology. Development of ecological niche and presence models for northern long-eared bat populations could be highly valuable for resource managers going forward with this species. We caution, however, that efforts to create such models should consider the substantial limitations of models derived from historical data, and address model assumptions.

West Virginia↗

Hydrologic research on instrumented watersheds

The successful research man is the one who asks himself the right question. Research must go on primarily in the mind and only secondarily in the physical and biological world. It is only too easy to confuse the choice of a proper tool and the choice of a proper question. Some tools are quite unsuited to certain questions and some questions cannot be answered without the appropriate tool. There has been in recent years a large amount of discussion about whether the high costs and the extensive time period required for experimental watershed* research is really worth the investment. Recent discussions of this matter have cited as major criticisms of the instrumented basin that they are expensive, they leak water, they are unrepresentative, they produce changes too small for detection, and it is difficult to transfer the results. (See Hewlett, Lull, and Reinhart, 1969.) These are all questions worth talking about, but in one sense they tend to obscure the main issue. The main issue is what do we want to learn? If we can decide what it is we want to know, then we can logically ask ourselves what is the best way of going about obtaining that knowledge. It is in this context that we are most likely to place the experimental watershed in a useful and logical position in a classification of research methods.

Conference Paper↗

Applicability of ambient toxicity testing to national or regional water-quality assessment

Comprehensive assessment of the quality of natural waters requires a multifaceted approach. Descriptions of existing conditions may be achieved by various kinds of chemical and hydrologic analyses, whereas information about the effects of such conditions on living organisms depends on biological monitoring. Toxicity testing is one type of biological monitoring that can be used to identify possible effects of toxic contaminants. Based on experimentation designed to monitor responses of organisms to environmental stresses, toxicity testing may have diverse purposes in water-quality assessments. These purposes may include identification of areas that warrant further study because of poor water quality or unusual ecological features, verification of other types of monitoring, or assessment of contaminant effects on aquatic communities. Toxicity-test results are most effective when used as a complement to chemical analyses, hydrologic measurements, and other biological monitoring. However, all toxicity-testing procedures have certain limitations that must be considered in developing the methodology and applications of toxicity testing in any large-scale water-quality-assessment program. A wide variety of toxicity-test methods have been developed to fulfill the needs of diverse applications. The methods differ primarily in the selections made relative to four characteristics: (1) test species, (2) endpoint (acute or chronic), (3) test-enclosure type, and (4) test substance (toxicant) that functions as the environmental stress. Toxicity-test approaches vary in their capacity to meet the needs of large-scale assessments of existing water quality. Ambient testing, whereby the test organism is exposed to naturally occurring substances that contain toxicant mixtures in an organic or inorganic matrix, is more likely to meet these needs than are procedures that call for exposure of the test organisms to known concentrations of a single toxicant. However, meaningful interpretation of ambient test results depends on the existence of accompanying chemical analysis of the ambient media. The ambient test substance may be water or sediments. Sediment tests have had limited application, but they are useful because most toxicants tend to accumulate in sediments and many test species either inhabit the sediments or are in frequent contact with them. Biochemical testing methods, which have been developing rapidly in recent years, are likely to be among the most useful procedures for large-scale water-quality assessments. They are relatively rapid and simple, and more. importantly, they focus on biochemical changes that are the initial responses of virtually all organisms to environmental stimuli. Most species are sensitive to relatively few toxicants, and their sensitivities vary as conditions change. Therefore, each test method has particular uses and limitations, and no single test has universal applicability. One of the most informative approaches to toxicity testing is to combine biochemical tests with other test methods in a 'battery of tests' that is diversified enough to characterize different types of toxicants and different trophic levels. However, such an approach can be costly, and if not carefully designed, it may not yield enough additional information to warrant the additional cost. The application of toxicity tests to large-scale water-quality assessments is hampered by a number of difficulties. Toxicity tests often are not sensitive enough to enable detection of most contaminant problems in the natural environment. Furthermore, because sensitivities among different species and test conditions can be highly variable, conclusions about the toxicant problems of an ecosystem are strongly dependent on the test procedure used. In addition, the experimental systems used in toxicity tests cannot replicate the complexity or variability of natural conditions, and positive test results cannot identify the source or nature of

Circular↗

Effect of temperature, nitrate concentration, pH and bicarbonate addition on biomass and lipid accumulation in the sporulating green alga PW95

The mixed effects of temperature (20 °C, 25 °C and 30 °C), nitrate concentration (0.5 mM and 2.0 mM), pH buffer, and bicarbonate addition (trigger) on biomass growth and lipid accumulation were investigated in the environmental alga PW95 during batch experiments in standardized growth medium. PW95 was isolated from coal-bed methane production water and classified as a Chlamydomonas -like species by morphological characterization and phylogenetic analysis (18S, ITS, rbc L). A factorial experimental design tested the mixed effects on PW95 before and after nitrate depletion to determine a low cost, high efficiency combination of treatments for biomass growth and lipid accumulation. Results showed buffer addition affected growth for most of the treatments and bicarbonate trigger had no statistically significant effect on growth and lipid accumulation. PW95 displayed the highest growth rate and chlorophyll content at 30 °C and 2.0 mM nitrate and there was an inverse relation between biomass accumulation and lipid accumulation at the extremes of nitrate concentration and temperature. The combination of higher temperature (30 °C) and lower nitrate level (0.5 mM) without the use of a buffer or bicarbonate addition resulted in maximal daily biomass accumulation (5.30 × 10 6 cells/mL), high biofuel potential before and after nitrate depletion (27% and 20%), higher biofuel productivity (16 and 15 mg/L/d, respectively), and desirable fatty acid profiles (saturated and unsaturated C16 and C18 chains). Our results indicate an important interaction between low nitrate levels, temperature, and elevated pH for trade-offs between biomass and lipid production in PW95. This work serves as a model to approach and advance the study of physiological responses of novel microalgae to diverse culture conditions that mimic environmental changes for outdoor biofuel production. The most promising conditions for growth and biofuel production were identified for PW95 and this approach can be implemented for other microalgal production systems.

Algal Research↗

Experimental measurements of vapor-liquid equilibria of the H2O + CO2 + CH4 ternary system

Reported are the experimental measurements on vapor-liquid equilibria in the H2O + CO2 + CH4 ternary system at temperatures from (324 to 375) K and pressures from (10 to 50) MPa. The results indicate that the CH4 solubility in the ternary mixture is about 10 % to 40 % more than that calculated by interpolation from the Henry's law constants of the binary system, H2O + CH4, and the solubility of CO2 is 6 % to 20 % more than what is calculated by the interpolation from the Henry's law constants of the binary mixture, H 2O + CO2. ?? 2008 American Chemical Society.

Journal of Chemical and Engineering Data↗

Nematomorph parasites indirectly alter the food web and ecosystem function of streams through behavioural manipulation of their cricket hosts.

Nematomorph parasites manipulate crickets to enter streams where the parasites reproduce. These manipulated crickets become a substantial food subsidy for stream fishes. We used a field experiment to investigate how this subsidy affects the stream community and ecosystem function. When crickets were available, predatory fish ate fewer benthic invertebrates. The resulting release of the benthic invertebrate community from fish predation indirectly decreased the biomass of benthic algae and slightly increased leaf break-down rate. This is the first experimental demonstration that host manipulation by a parasite can reorganise a community and alter ecosystem function. Nematomorphs are common, and many other parasites have dramatic effects on host phenotypes, suggesting that similar effects of parasites on ecosystems might be widespread.

Ecology Letters↗

Fish viruses: Histopathologic changes associated with experimental channel catfish virus disease

A histologic examination was carried out on fry with experimentally induced channel catfish virus disease (CCVD). The infection produced a hemorrhagic and necrotic disease with the target organs being the kidneys, liver, digestive tract, and skeletal muscle. The results agree with symptoms of the disease and with published data on quantifications of virus in specific organs.

Journal of the Fisheries Research Board of Canada↗

Complex interactions of multiple aquatic consumers: an experimental mesocosm manipulation

In 7-m 3 outdoor tanks filled with lake water, the presence/absence of omnivorous young-of-the- year Micropterus salmoides), zooplanktivorous Menidia beryllina , and herbivorous larval Hyla chrysocelis was experimentally manipulated. A cross-classified design was used to assess the interactive effects of these vertebrate consumers on the experimental food webs. The primary effects of the experimental manipulations on food web components were two- and three-way interactions in which the effect of a given treatment was dependent on the presence of another treatment. Results suggest that the addition or removal of consumers may not cause linear, additive changes in food webs.

Canadian Journal of Fisheries and Aquatic Sciences↗

Measurement of illite particle thickness using a direct Fourier transform of small-angle X-ray scattering data

It has been suggested that interstratified illite-smectite (I-S) minerals are composed of aggregates of fundamental particles. Many attempts have been made to measure the thickness of such fundamental particles, but each of the methods used suffers from its own limitations and uncertainties. Small-angle X-ray scattering (SAXS) can be used to measure the thickness of particles that scatter X-rays coherently. We used SAXS to study suspensions of Na-rectorite and other illites with varying proportions of smectite. The scattering intensity ( I ) was recorded as a function of the scattering vector, q = (4 /) sin(/2), where  is the X-ray wavelength and  is the scattering angle. The experimental data were treated with a direct Fourier transform to obtain the pair distance distribution function (PDDF) that was then used to determine the thickness of illite particles. The Guinier and Porod extrapolations were used to obtain the scattering intensity beyond the experimental q , and the effects of such extrapolations on the PDDF were examined. The thickness of independent rectorite particles (used as a reference mineral) is 18.3 Å. The SAXS results are compared with those obtained by X-ray diffraction peak broadening methods. It was found that the power-law exponent (α) obtained by fitting the data in the region of q = 0.1-0.6 nm -1 to the power law ( I = I 0 q -α ) is a linear function of illite particle thickness. Therefore, illite particle thickness could be predicted by the linear relationship as long as the thickness is within the limit where α <4.0.

Clays and Clay Minerals↗

LIMESTONE AND MARBLE DISSOLUTION BY ACID RAIN: AN ONSITE WEATHERING EXPERIMENT.

In this paper the authors describe an experimental research program, conducted in conjunction with the National Acidic Precipitation Assessment Program (NAPAP), to quantify acid-rain damage to commercial and cultural carbonate-rock resources. Initial results of this experiment show that carbonate-rock dissolution and associated surface recession increase with increasing acid deposition to the rock surface. A statistically significant linear relation has been found between carbonate-rock surface-recession rate and hydrogen ion loading to the rock surface.

Conference Paper↗

Movements and survival of black-footed ferrets associated with an experimental translocation in South Dakota

Black-footed ferrets ( Mustela nigripes ) apparently were extirpated from all native habitats by 1987, and their repatriation requires a combination of captive breeding, reintroductions, and translocations among sites. Improvements in survival rates of released ferrets have resulted from experience in quasi-natural environments during their rearing. Reestablishment of a self-sustaining wild population by 1999 provided the 1st opportunity to initiate new populations by translocating wild-born individuals. Using radiotelemetry, we compared behaviors and survival of 18 translocated wild-born ferrets and 18 pen-experienced captive-born ferrets after their release into a prairie dog colony not occupied previously by ferrets. Translocated wild-born ferrets moved significantly less and had significantly higher short-term survival rates than their captive-born counterparts. Using mark–recapture methods, we also assessed potential impacts to the established donor population of removing 37% of its estimated annual production of kits. Annual survival rates for 30 ferret kits remaining at the donor subcomplex were higher than rates for 54 ferret kits at the control subcomplex (unmanipulated) for males (+82%) and females (+32%). Minimum survival of translocated kits did not differ significantly from survival of those at the control subcomplex. Direct translocation of young, wild-born ferrets from site to site appears to be an efficient method to establish new populations.

South Dakota↗

Experimental investigation of false positive errors in auditory species occurrence surveys

False positive errors are a significant component of many ecological data sets, which in combination with false negative errors, can lead to severe biases in conclusions about ecological systems. We present results of a field experiment where observers recorded observations for known combinations of electronically broadcast calling anurans under conditions mimicking field surveys to determine species occurrence. Our objectives were to characterize false positive error probabilities for auditory methods based on a large number of observers, to determine if targeted instruction could be used to reduce false positive error rates, and to establish useful predictors of among-observer and among-species differences in error rates. We recruited 31 observers, ranging in abilities from novice to expert, that recorded detections for 12 species during 180 calling trials (66,960 total observations). All observers made multiple false positive errors and on average 8.1% of recorded detections in the experiment were false positive errors. Additional instruction had only minor effects on error rates. After instruction, false positive error probabilities decreased by 16% for treatment individuals compared to controls with broad confidence interval overlap of 0 (95% CI: -46 to 30%). This coincided with an increase in false negative errors due to the treatment (26%; -3 to 61%). Differences among observers in false positive and in false negative error rates were best predicted by scores from an online test and a self-assessment of observer ability completed prior to the field experiment. In contrast, years of experience conducting call surveys was a weak predictor of error rates. False positive errors were also more common for species that were played more frequently, but were not related to the dominant spectral frequency of the call. Our results corroborate other work that demonstrates false positives are a significant component of species occurrence data collected by auditory methods. Instructing observers to only report detections they are completely certain are correct is not sufficient to eliminate errors. As a result, analytical methods that account for false positive errors will be needed, and independent testing of observer ability is a useful predictor for among-observer variation in observation error rates.

Ecological Applications↗

Experimental and field observations of breach dynamics accompanying erosion of Marmot Cofferdam, Sandy River, Oregon

A key issue faced in dam removal is the rate and timing of remobilization and discharge of stored reservoir sediments following the removal. Different removal strategies can result in different trajectories of upstream sediment transport and knickpoint migration. We examine this issue of for the Marmot Dam removal in Sandy River, Oregon, USA using both physical experiments and field studies accompanying removal of the dam in October 2007. The physical experiment was designed to provide insights on how and if the position of a cofferdam notch will affect how reservoir sediments are remobilized, with the goal of minimizing the volume of sediment stranded in terraces. Data and observations indicate that at lower failure discharges, notch position impacts the location of cofferdam failure as well as the location of the first major knickpoint and its trajectory. In particular, notch positions that force the river to migrate laterally in order to adjust to natural valley orientation and morphology were most effective in removing larger volumes of sediment and reducing terrace heights. Actual cofferdam notching to maximize erosion produced extremely rapid and significant erosion of reservoir sediments. Comparison of model results with field observations suggests that the physical experiments provided solid predictions of rates of erosion and overall knickpoint trajectory.

Conference Paper↗

Impacts of experimentally increased foraging effort on the family: offspring sex matters

We examined how short-term impacts of experimentally increased foraging effort by one parent reverberate around the family in a monomorphic seabird (little auk, Alle alle), and whether these effects depend on offspring sex. In many species, more effort is required to rear sons successfully than daughters. However, undernourishment may have stronger adverse consequences for male offspring, which could result in a lower fitness benefit of additional parental effort when rearing a son. We tested two alternative hypotheses concerning the responses of partners to handicapping parents via feather clipping: partners rearing a son are (1) more willing or able to compensate for the reduced contribution of their mate, or (2) less willing or able to compensate, compared to those rearing a daughter. Hypothesis 1 predicts that sons will be no more adversely affected than daughters, and the impact on parents will be greater when rearing a son. Hypothesis 2 predicts that sons will be more adversely affected than daughters, and parents raising a son less affected. Although experimental chicks of both sexes fledged in poorer condition than controls, sons attained higher mass and more rapid growth than daughters in both groups. Clipped parents lost a similar proportion of their initial mass regardless of chick sex, whereas partners of clipped birds lost more mass when rearing a son. These results support hypothesis 1: impacts of increased foraging effort by one parent were felt by offspring, regardless of their sex, and by the partners of manipulated birds, particularly when the offspring was male. ?? 2009 The Association for the Study of Animal Behaviour.

Animal Behaviour↗

A strong conditional mutualism limits and enhances seed dispersal and germination of a tropical palm

Seed predation and seed dispersal can have strong effects on early life history stages of plants. These processes have often been studied as individual effects, but the degree to which their relative importance co-varies with seed predator abundance and how this influences seed germination rates is poorly understood. Therefore, we used a combination of observations and field experiments to determine the degree to which germination rates of the palm Astrocaryum mexicanum varied with abundance of a small mammal seed predator/disperser, Heteromysdesmarestianus, in a lowland tropical forest. Patterns of abundance of the two species were strongly related; density of H. desmarestianus was low in sites with low density of A. mexicanum and vice versa. Rates of predation and dispersal of A. mexicanum seeds depended on abundance of H. desmarestianus; sites with high densities of H. desmarestianus had the highest rates of seed predation and lowest rates of seed germination, but a greater total number of seeds were dispersed and there was greater density of seedlings, saplings, and adults of A. mexicanum in these sites. When abundance of H. desmarestianus was experimentally reduced, rates of seed predation decreased, but so did dispersal of A. mexicanum seeds. Critically, rates of germination of dispersed seeds were 5 times greater than undispersed seeds. The results suggest that the relationship between A. mexicanum and H. desmarestianus is a conditional mutualism that results in a strong local effect on the abundance of each species. However, the magnitude and direction of these effects are determined by the relative strength of opposing, but related, mechanisms. A. mexicanum nuts provide H. desmarestianus with a critical food resource, and while seed predation on A. mexicanum nuts by H. desmarestianus is very intense, A. mexicanum ultimately benefits because of the relatively high germination rates of its seeds that are dispersed by H. desmarestianus. ?? The Author(s) 2010.

Oecologia↗

A FORTRAN program for interpretation of relative permeability from unsteady-state displacements with capillary pressure included

This paper presents a FORTRAN program for the determination of two-phase relative permeabilities from unsteady-state displacement data with capillary pressure terms included. The interpretative model employed in this program combines the simultaneous solution of a variant of the fractional flow equation which includes a capillary pressure term and an integro-differential equation derived from Darcy's law without assuming the simplified Buckley-Leverett flow. The incorporation of capillary pressure in the governing equations dispenses with the high flowrate experimental requirements normally employed to overcome capillarity effects. An illustrative example is presented herein which implements this program for the determination of oil/water relative permeabilities from a sandstone core sample. Results obtained compares favorably with results previously given in the literature. ?? 1991.

Computers & Geosciences↗