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Distribution and condition of larval and juvenile Lost River and shortnose suckers in the Williamson River Delta restoration project and Upper Klamath Lake, Oregon

Federally endangered Lost River sucker (Deltistes luxatus) and shortnose sucker (Chasmistes brevirostris) were once abundant throughout their range but populations have declined. They were extirpated from several lakes in the 1920s and may no longer reproduce in other lakes. Poor recruitment to the adult spawning populations is one of several reasons cited for the decline and lack of recovery of these species and may be the consequence of high mortality during juvenile life stages. High larval and juvenile sucker mortality may be exacerbated by an insufficient quantity of suitable or high-quality rearing habitat. In addition, larval suckers may be swept downstream from suitable rearing areas in Upper Klamath Lake into Keno Reservoir, where they are assumed lost to Upper Klamath Lake populations. The Nature Conservancy flooded about 3,600 acres (1,456 hectares) to the north of the Williamson River mouth (Tulana) in October 2007, and about 1,400 acres (567 hectares) to the south and east of the Williamson River mouth (Goose Bay Farms) in October 2008, in order to retain larval suckers in Upper Klamath Lake, create nursery habitat, and improve water quality. The U.S. Geological Survey joined a long-term research and monitoring program in collaboration with The Nature Conservancy, the Bureau of Reclamation, and Oregon State University in 2008 to assess the effects of the Williamson River Delta restoration on the early life-history stages of Lost River and shortnose suckers. The primary objectives of the research were to describe habitat colonization and use by larval and juvenile suckers and non-sucker fishes and to evaluate the effects of the restored habitat on the health and condition of juvenile suckers. This report summarizes data collected in 2010 by the U.S. Geological Survey as a part of this monitoring effort and follows two annual reports on data collected in 2008 and 2009. Restoration modifications made to the Williamson River Delta appeared to provide additional suitable rearing habitat for endangered Lost River and shortnose suckers from 2008 to 2010 based on sucker catches. Mean larval sample density was greater for both species in the Williamson River Delta than adjacent lake habitats in all 3 years. In addition to larval suckers, at least three age classes of juvenile suckers were captured in the delta. The shallow Goose Bay Farms and Tulana Emergent were among the most used habitats by age-0 suckers in 2009. Both of these environments became inaccessible due to low water in 2010, however, and were not sampled after July 19, 2010. In contrast, age-1 sucker catches shifted from the shallow water (about 0.5-1.5 m deep) on the eastern side of the Williamson River Delta in May, to deeper water environments (greater than 2 m) by the end of June or early July in all 3 years. Differential distribution among sucker species within the Williamson River Delta and between the delta and adjacent lakes indicated that shortnose suckers likely benefited more from the restored Williamson River Delta than Lost River or Klamath largescale suckers (Catostomus snyderi) . Catch rates in shallow-water habitats within the delta were higher for shortnose and Klamath largescale sucker larvae than for larval Lost River suckers in 2008, 2009, and 2010. Shortnose suckers also comprised the greatest portion of age-0 suckers captured in the Williamson River Delta in all 3 years of the study. The relative abundance of age-1 shortnose suckers was high in our catches compared to age-1 Lost River suckers in 2009 and 2010. The restored delta also created habitat for several piscivorous fishes, but only two appeared to pose a meaningful threat of predation to suckers - fathead minnows (Pimephales promelas) and yellow perch (Perca flavescens) . Fathead minnows that prey on larval but not juvenile suckers dominated catches in all sampling areas. Yellow perch also were abundant throughout the study area, but based on their gape size and co-occurrence with suckers, most were only capable of preying on larvae. Low May lake-surface elevation, below average snow pack, and anticipated irrigation demands indicated late summer water levels in Upper Klamath Lake would be unusually low in 2010. In response to concerns by the Fish and Wildlife Service and The Nature Conservancy that low-water conditions might strand fish on the delta, low water seine surveys were implemented. Eleven fishes, including both endangered suckers, were captured in seine surveys, including both species of suckers, which continued to use shallow water less than 0.4 m deep through September 21. Lake elevation declined to 1,261.54 m (4,138.9 feet) in mid-September 2010, but did not appear to strand fish or cause large-scale fish mortality.

Oregon↗

Aquatic organism passage at road-stream crossings—synthesis and guidelines for effectiveness monitoring

Restoration and maintenance of passage for aquatic organisms at road-stream crossings represents a major management priority, involving an investment of hundreds of millions of dollars (for example, U.S. Government Accounting Office, 2001). In recent years, passage at hundreds of crossings has been restored, primarily by replacing barrier road culverts with bridges or stream simulation culverts designed to pass all species and all life stages of aquatic life and simulate natural hydro-geomorphic processes (U.S. Forest Service, 2008). The current situation has motivated two general questions: 1. Are current design standards for stream simulation culverts adequately re-establishing passage for aquatic biota? and 2. How do we monitor and evaluate effectiveness of passage restoration? To address the latter question, a national workshop was held in March 2010, in Portland, Oregon. The workshop included experts on aquatic organism passage from across the nation (see table of participants, APPENDIX) who addressed four classes of methods for monitoring effectiveness of aquatic organism passage—individual movement, occupancy, demography, and genetics. This report has been written, in part, for field biologists who will be undertaking and evaluating the effectiveness of aquatic organism passage restoration projects at road-stream crossings. The report outlines basic methods for evaluating road-stream crossing passage impairment and restoration and discusses under what circumstances and conditions each method will be useful; what questions each method can potentially answer; how to design and implement an evaluation study; and points out the fundamental reality that most evaluation projects will require special funding and partnerships among researchers and resource managers. The report is organized into the following sections, which can be read independently: 1. Historical context: In this section, we provide a brief history of events leading up to the present situation involving aquatic organism passage as a useful context for the issues covered herein. 2. Importance of connectivity for aquatic organisms: In this section, we provide background information regarding the movement characteristics of aquatic organisms and their vulnerability to passage impairment, and the importance of connectivity for a broad diversity of aquatic vertebrates and invertebrates. This section should be useful for practitioners in selecting what species to monitor in relation to aquatic organism passage. 3. Methods for evaluating aquatic organism passage: In this section, we present a range of perspectives on alternatives for assessing and monitoring aquatic organism passage impairment and the effectiveness of passage restoration actions, including the following methods: Individual Movement, Occupancy Models, Abundance (Demography), and Molecular Genetic Markers. 4. Relevance, strengths, and limitations of the four methods: In this section, we discuss the utility of each of the methods as a tool for assessing and quantifying passage impairment and restoration effectiveness. 5. Guidelines for selecting a method: In this section, we review some fundamental criteria and guidelines to consider when selecting a method for monitoring in the context of answering three important questions that should be addressed when developing a plan for evaluating aquatic organism passage. 6. Study and monitoring design considerations: In this section, we discuss four key design elements that need to be considered when developing a monitoring design for assessing passage impairment and restoration. The basic objectives of the report are to: 1. Review the movement characteristics of five groups of aquatic organisms that inhabit streams and to assess their general vulnerability to passage impairment at road-stream crossings; 2. Review four methods for monitoring aquatic organism passage impairment and the effectiveness of actions to restore passage at road-stream crossing structures; 3. Assess the relevance, strengths, and limitations of each method as a monitoring tool; 4. Identify and discuss guidelines that will be useful for selecting a monitoring method; and 5. Discuss what we have identified as the four key elements that need to be considered when developing a monitoring design for assessing passage impairment and restoration at road-stream crossings.

Open-File Report↗

Passage and survival probabilities of juvenile Chinook salmon at Cougar Dam, Oregon, 2012

This report describes studies of juvenile-salmon dam passage and apparent survival at Cougar Dam, Oregon, during two operating conditions in 2012. Cougar Dam is a 158-meter tall rock-fill dam used primarily for flood control, and passes water through a temperature control tower to either a powerhouse penstock or to a regulating outlet (RO). The temperature control tower has moveable weir gates to enable water of different elevations and temperatures to be drawn through the dam to control water temperatures downstream. A series of studies of downstream dam passage of juvenile salmonids were begun after the National Oceanic and Atmospheric Administration determined that Cougar Dam was impacting the viability of anadromous fish stocks. The primary objectives of the studies described in this report were to estimate the route-specific fish passage probabilities at the dam and to estimate the survival probabilities of fish passing through the RO. The first set of dam operating conditions, studied in November, consisted of (1) a mean reservoir elevation of 1,589 feet, (2) water entering the temperature control tower through the weir gates, (3) most water routed through the turbines during the day and through the RO during the night, and (4) mean RO gate openings of 1.2 feet during the day and 3.2 feet during the night. The second set of dam operating conditions, studied in December, consisted of (1) a mean reservoir elevation of 1,507 ft, (2) water entering the temperature control tower through the RO bypass, (3) all water passing through the RO, and (4) mean RO gate openings of 7.3 feet during the day and 7.5 feet during the night. The studies were based on juvenile Chinook salmon (Oncorhynchus tshawytscha) surgically implanted with radio transmitters and passive integrated transponder (PIT) tags. Inferences about general dam passage percentage and timing of volitional migrants were based on surface-acclimated fish released in the reservoir. Dam passage and apparent survival probabilities were estimated using the Route-Specific-Survival Model with data from surface-acclimated fish released near the water surface directly upstream of the temperature control tower (treatment group) and slightly downstream of the dam (control group). In this study, apparent survival is the joint probability of surviving and migrating through the study area during the life of the transmitters. Two rearing groups were used to enable sufficient sample sizes for the studies. The groups differed in feed type, and for the December study only, the rearing location. Fish from each group were divided nearly equally among all combinations of release sites, release times, and surgeons. The sizes, travel times, and survivals of the two rearing groups were similar. There were statistical differences in fish lengths and travel times of the two groups, but they were small and likely were not biologically meaningful. There also was evidence of a difference in single-release estimates of survival between the rearing groups during the December study, but the differences had little effect on the relative survival estimates so the analyses of passage and survival were based on data from the rearing groups pooled. Conditions during the December study were more conducive to passing volitionally migrating fish than conditions during the November study. The passage percentage of the fish released in the reservoir was similar between studies (about 70 percent), but the passage occurred in a median of 1.0 day during the December study and a median of 9.3 days during the November study. More than 93 percent of the dam passage of volitionally migrating fish occurred at night during each study. This finding corroborates results of previous studies at Cougar Dam and suggests that the operating conditions at night are most important to volitionally migrating fish, given the current configuration of the dam. Most fish released near the temperature control tower passed through the RO. A total of 92.2 percent of the treatment group passed through the RO during the November study and the RO was the only route open during the December study. The assumptions of the survival model were either met or adjusted for during each study. There was little evidence that tagger skill or premature failure of radio transmitters had an effect on survival estimates. There were statistically significant differences in travel times between treatment and control groups through several of the river reaches they had in common, but the differences were typically only a few hours, and the two groups likely experienced the same in-river conditions. There was direct evidence of bias due to detection of euthanized fish with live transmitters released as part of the study design. The bias was ameliorated by adjusting the survival estimates for the probability of detecting dead fish with live transmitters, which reduced the estimated survival probabilities by about 0.02. The data and models indicated that the treatment effect was not fully expressed until the study reach terminating with Marshall Island Park on the Willamette River, a distance of 105.8 kilometers downstream of Cougar Dam. This was the first reach in which the 95-percent confidence interval of the estimated reach-specific relative survival overlapped 1.0, indicating similar survival of treatment and control groups. The median travel time of the treatment group from release to Marshall Island Park was 1.64 days during the November study and 1.36 days during the December study. The survival probability of fish that passed into the RO was greater during the December study than during the November study. The relative survival probability of fish passing through the RO was 0.4594 (standard error [SE] 0.0543) during the November study and 0.7389 (SE 0.1160) during the December study. These estimates represent relative survival probabilities from release near Cougar Dam to the Marshall Island site. The estimated survival probability of RO passage was lower than previous studies based on balloon and PIT tags, but higher than a similar study based on radio transmitters. We suggest that, apart from dam operations, the differences in survival primarily are due to the release location. We hypothesize that the balloon- and PIT-tagged fish released through a hose at a point near the RO gate opening experienced more benign conditions than the radio-tagged fish passing the RO volitionally. This hypothesis could be tested with further study. An alternative hypothesis is that some live fish remained within the study area beyond the life of their radio transmitter. The results from these and previous studies indicate that entrainment and survival of juvenile salmonids passing Cougar Dam varies with dam operating conditions. The condition most conducive to dam passage has been the discharge and low pool elevation condition tested during December 2012. That condition included large RO gate openings and was the condition with the highest dam passage survival.

Oregon↗

Users' guide to system dynamics model describing Coho salmon survival in Olema Creek, Point Reyes National Seashore, Marin County, California

The system dynamics model described in this report is the result of a collaboration between U.S. Geological Survey (USGS) scientists and National Park Service (NPS) San Francisco Bay Area Network (SFAN) staff, whose goal was to develop a methodology to integrate inventory and monitoring data to better understand ecosystem dynamics and trends using salmon in Olema Creek, Marin County, California, as an example case. The SFAN began monitoring multiple life stages of coho salmon (Oncorhynchus kisutch) in Olema Creek during 2003 (Carlisle and others, 2013), building on previous monitoring of spawning fish and redds. They initiated water-quality and habitat monitoring, and had access to flow and weather data from other sources. This system dynamics model of the freshwater portion of the coho salmon life cycle in Olema Creek integrated 8 years of existing monitoring data, literature values, and expert opinion to investigate potential factors limiting survival and production, identify data gaps, and improve monitoring and restoration prescriptions. A system dynamics model is particularly effective when (1) data are insufficient in time series length and/or measured parameters for a statistical or mechanistic model, and (2) the model must be easily accessible by users who are not modelers. These characteristics helped us meet the following overarching goals for this model: Summarize and synthesize NPS monitoring data with data and information from other sources to describe factors and processes affecting freshwater survival of coho salmon in Olema Creek. Provide a model that can be easily manipulated to experiment with alternative values of model parameters and novel scenarios of environmental drivers. Although the model describes the ecological dynamics of Olema Creek, these dynamics are structurally similar to numerous other coastal streams along the California coast that also contain anadromous fish populations. The model developed for Olema can be used, at least as a starting point, for other watersheds. This report describes each of the model elements with sufficient detail to guide the primary target audience, the NPS resource specialist, to run the model, interpret the results, change the input data to explore hypotheses, and ultimately modify and improve the model. Running the model and interpreting the results does not require modeling expertise on the part of the user. Additional companion publications will highlight other aspects of the model, such as its development, the rationale behind the methodological approach, scenario testing, and discussions of its use. System dynamics models consist of three basic elements: stocks , flows , and converters . Stocks are measurable quantities that can change over time, such as animal populations. Flows are any processes or conditions that change the quantity in a stock over time (Ford, 1999), are expressed in the model as a rate of change, and are diagrammed as arrows to or from stocks. Converters are processes or conditions that change the rate of flows. A converter is connected to a flow with an arrow indicating that it alters the rate of change. Anything that influences the rate of change (such as different environmental conditions, other external factors, or feedbacks from other stocks or flows) is modeled as a converter. For example, the number of fish in a population is appropriately modeled as a stock. Mortality is modeled as a flow because it is a rate of change over time used to determine the number of fish in the population. The density-dependent effect on mortality is modeled as a converter because it influences the rate of morality. Together, the flow and converter change the number, or stock, of juvenile coho. The instructions embedded in the stocks, flows, converters, and the sequence in which they are linked are processed by the simulation software with each completed sequence composing a model run. At each modeled time step within the model run, the stock counts will go up, down, or stay the same based on the modeled flows and the influence of converters on those flows. The model includes a user-friendly interface to change model parameters, which allows park staff and others to conduct sensitivity analyses, incorporate future knowledge, and implement scenarios for various future conditions. The model structure incorporates place holders for relationships that we hypothesize are significant but data are currently lacking. Future climate scenarios project stream temperatures higher than any that have ever been recorded at Olema Creek. Exploring climate change impacts on coho survival is a high priority for park staff, therefore the model provides the user with the option to experiment with hypothesized effects and to incorporate effects based on future observations.

California↗

Behavior and dam passage of juvenile Chinook salmon and juvenile steelhead at Detroit Reservoir and Dam, Oregon, March 2012-February 2013

The in-reservoir movements and dam passage of individual juvenile Chinook salmon ( Oncorhynchus tshawytscha ) and juvenile steelhead ( Oncorhynchus mykiss ) were studied at Detroit Reservoir and Dam, near Detroit, Oregon, during 2012 and 2013. The goal of the study was to provide data to inform decisions about future downstream passage alternatives and factors affecting downstream passage rates with the existing dam configuration. In 2012, 468 juvenile Chinook salmon and 200 juvenile steelhead were tagged and released during a 3-month period in the spring, and another 514 juvenile Chinook salmon were tagged and released during a 3-month period in the fall. The fish were surgically implanted with a small acoustic transmitter with an expected life of about 3 months and a passive integrated transponder tag with an indefinite life, and were released into the two main tributaries several kilometers upstream of the reservoir. Juvenile Chinook salmon migrated from the release sites to the reservoir in a greater proportion than juvenile steelhead, but once in the reservoir, juvenile steelhead migrated to the forebay faster and had a higher dam passage rate than juvenile Chinook salmon. The routes available for passing water and fish varied throughout the year, with low reservoir elevations in winter and high reservoir elevations in summer in accordance with the flood-control purpose of the dam. Most dam passage was through the spillway during the spring and summer, when the reservoir elevation was high and the spillway and powerhouse were the most common routes in operation, and via the powerhouse during the fall and winter period, when the reservoir elevation was low and the regulating outlet and powerhouse were the most common routes in operation. Few tagged fish passed when the powerhouse was the only route in operation. Dam passage rates during the spring and summer were greatest at night, increased with dam discharge, and were greater when water was passed freely over the spillway compared to when it was controlled by the spillway Tainter gates. Dam passage rates during the fall and winter, when the reservoir elevation usually was too low for spillway operation, were lower than during the spring and summer, negatively related to reservoir elevation, and positively related to dam discharge, though the latter relation diminished as reservoir elevation decreased. Fish locations near the dam from estimates of three-dimensional positions often were near the locations of dam discharge and fish depths were surface oriented relative to the depth of the forebay. Fish passage rates with the existing dam configuration were greatest when the spillway was in operation and were lowest when the powerhouse was the only route in operation; the latter result may be related to the relatively low magnitude or variability in discharge during that condition. The available data suggest that a properly designed surface outlet could be a viable passage route for juvenile Chinook salmon and juvenile steelhead at Detroit Dam. A second year of data collection based on a similar study design was complete at the time of this report.

Oregon↗

Methow River Studies, Washington: abundance estimates from Beaver Creek and the Chewuch River screw trap, methodology testing in the Whitefish Island side channel, and survival and detection estimates from hatchery fish releases, 2013

Salmon and steelhead populations have been severely depleted in the Columbia River from factors such as the presence of tributary dams, unscreened irrigation diversions, and habitat degradation from logging, mining, grazing, and others (Raymond, 1988). The U.S. Geological Survey (USGS) has been funded by the Bureau of Reclamation (Reclamation) to provide evaluation of on-going Reclamation funded efforts to recover Endangered Species Act (ESA) listed anadromous salmonid populations in the Methow River watershed, a watershed of the Columbia River in the Upper Columbia River Basin, in north-central Washington State (fig. 1). This monitoring and evaluation program was funded to document Reclamation’s effort to partially fulfill the 2008 Federal Columbia River Power System Biological Opinion (BiOp) (National Oceanographic and Atmospheric Administration, Fisheries Division 2003). This Biological Opinion includes Reasonable and Prudent Alternatives (RPA) to protect listed salmon and steelhead across their life cycle. Species of concern in the Methow River include Upper Columbia River (UCR) spring Chinook salmon ( Oncorhynchus tshawytscha ), UCR summer steelhead ( O. mykiss ), and bull trout ( Salvelinus confluentus ), which are all listed as threatened or endangered under the ESA. The work done by the USGS since 2004 has encompassed three phases of work. The first phase started in 2004 and continued through 2012. This first phase involved the evaluation of stream colonization and fish production in Beaver Creek following the modification of several water diversions (2000–2006) that were acting as barriers to upstream fish movement. Products to date from this work include: Ruttenburg (2007), Connolly and others (2008), Martens and Connolly (2008), Connolly (2010), Connolly and others (2010), Martens and Connolly (2010), Benjamin and others (2012), Romine and others (2013a), Weigel and others (2013a, 2013b, 2013c), and Martens and others (2014). The second phase, initiated in 2008, focuses on the evaluation of the M2 reach (rkm 66– 80) of the mainstem Methow River prior to restoration actions planned by Reclamation and Yakama Nation. The M2 study was designed to help understand the inter-relationships between stream habitat and the life history of various fish species to explain potential success or limitations in response to restoration actions. To help document changes derived by restoration, two reference reaches (Upper Methow between rkm 85 and 90, and Chewuch River between rkm 4 and 11) were identified based on relative lack of disturbance, proximity to the restoration reach, and relative unconfined geomorphology. A control reach (Lower Methow between rkm 57 and 64, also referred to as “Silver Reach”) was 2 identified based on its similar disturbance as the reference reach, proximity to the restoration reach, and relatively unconfined geomorphology. Products to date include Barber and others (2011), Bellmore (2011), Tibbits and others (2012), Bellmore and others (2013), Benjamin and others (2013), Romine and others (2013b), Bellmore and other (2014), Martens and others (2014), and Martens and Connolly (2014). The third phase of work has been to help with the development and to provide data for modeling efforts. Most of the planned M2 reach restoration is focused on the creation or improvement of offchannel habitat, especially side channels. The pre-restoration portion of this study has been documented by Martens and Connolly (2014). Side channel restoration actions were initiated in 2012 (Whitefish Island side channel, also referred to as SC3; rkm 76) and are planned to continue over the next several years. The Whitefish Island side channel was modified to maintain hydrological connection with the mainstem throughout the year. In addition, several log structures were installed and pools were deepened to create fish habitat. Prior to restoration, this side channel would lose hydrological connection with the mainstem Methow River, leaving one large pool near the bottom of the side channel and several shallow isolated pools that may or may not go dry. In seasonally connected side channels, juvenile salmonid survival in pools less than 100 cm average depth was lower than in pools greater than 100 cm average depth (Martens and Connolly, 2014). In this report, we document our field work and analysis completed in 2013. During 2013, USGS sampling efforts were focused on resampling of three reaches in Beaver Creek, testing methodology in the Whitefish Island side channel, conducting hatchery survival estimates, and operating a screw trap on the Chewuch River (funded by Yakama Nation; fig. 1). The Beaver Creek sampling effort was a revisit of three index sites sampled continuously from 2004 to 2007 to look at the fish response to barrier removal. Methodology testing in Whitefish Island side channel was done to determine the best method for evaluating fish populations after restoration efforts in side channels (previous sampling methods were determined to be ineffective after pools were deepened). Hatchery survival estimates were completed to monitor fish survival in the Methow and Columbia Rivers, while the screw trap was operated to estimate migrating fish populations in the Chewuch River and track passive integrated transponder (PIT)-tagged fish. In addition, we maintained a network of PIT-tag interrogation systems (PTIS), assisted Reclamation with fish removal events associated with stream restoration (two people for 9 days; 14 percent of summer field season), and conducted a stream metabolism study designed to help parameterize and calibrate the stream productivity model (Bellmore and others, 2014) with model validation.

Washington↗

Methodology for assessing quantities of water and proppant injection, and water production associated with development of continuous petroleum accumulations

The quantities of water and hydraulic fracturing proppant required for producing petroleum (oil, gas, and natural gas liquids) from continuous accumulations, and the quantities of water extracted during petroleum production, can be quantitatively assessed using a probabilistic approach. The water and proppant assessment methodology builds on the U.S. Geological Survey methodology for quantitative assessment of undiscovered technically recoverable petroleum resources in continuous accumulations. The U.S. Geological Survey assessment methodology for continuous petroleum accumulations includes fundamental concepts such as geologically defined assessment units, and probabilistic input values including well-drainage area, sweet- and non-sweet-spot areas, and success ratio within the untested area of each assessment unit. In addition to petroleum-related information, required inputs for the water and proppant assessment methodology include probabilistic estimates of per-well water usage for drilling, cementing, and hydraulic-fracture stimulation; the ratio of proppant to water for hydraulic fracturing; the percentage of hydraulic fracturing water that returns to the surface as flowback; and the ratio of produced water to petroleum over the productive life of each well. Water and proppant assessments combine information from recent or current petroleum assessments with water- and proppant-related input values for the assessment unit being studied, using Monte Carlo simulation, to yield probabilistic estimates of the volume of water for drilling, cementing, and hydraulic fracture stimulation; the quantity of proppant for hydraulic fracture stimulation; and the volumes of water produced as flowback shortly after well completion, and produced over the life of the well.

Open-File Report↗

Health and condition of endangered juvenile Lost River and shortnose suckers relative to water quality and fish assemblages in Upper Klamath Lake, Oregon, and Clear Lake Reservoir, California

Executive Summary Most mortality of endangered Lost River ( Deltistes luxatus ) and shortnose ( Chasmistes brevirostris ) suckers in Upper Klamath Lake, Oregon, appears to occur within the first year of life. However, juvenile suckers in Clear Lake Reservoir, California, appear to survive longer and may even recruit to the spawning populations. Our goal in this study was to develop productive lines of inquiry into the causes of mortality of juvenile suckers, especially in Upper Klamath Lake, through comparison of sucker health and environmental conditions in both lakes. The health of juvenile suckers was associated with physical, biological, and chemical characteristics in each lake from July to September 2013 and 2014. Water-quality dynamics differed substantially between lakes. Diel fluctuations were greater for dissolved-oxygen concentrations and pH in Upper Klamath Lake than in Clear Lake Reservoir, but diel temperature fluctuations were greater in Clear Lake Reservoir. Minimum dissolved-oxygen concentrations were as low as 1.0 milligram per liter (mg/L) in Upper Klamath Lake, but were no lower than 5.7 mg/L in Clear Lake Reservoir. Unionized ammonia (NH 3 ) concentrations were near or less than the minimum reporting limit of 0.002 mg/L NH 3 in Clear Lake Reservoir and generally were less than the concentration known to cause cellular changes to the gills or mortality of suckers in Upper Klamath Lake. Concentrations of microcystins were less than the detection limit (&le;0.10 microgram per liter [&mu;g/L]) in both dissolved (<63 micrometers [&mu;m]) and particulate (&ge;63 &mu;m) fractions of water samples collected from Clear Lake Reservoir in both years. In Upper Klamath Lake, concentrations of microcystins were relatively low in the 2013 particulate fractions and dissolved fractions of samples in both years, but as high as 44.30 &mu;g/L, more than 44 times the World Health Organization recommended levels for drinking water (1 &mu;g/L), in the 2014 particulate fraction. However, there was little histological evidence and no chemical evidence that these concentrations in water were harmful to suckers that we captured. The species and age compositions of juvenile sucker populations differed between lakes. A total of 98 percent of all juvenile suckers captured in Upper Klamath Lake were age-0. In contrast, as many as six age classes of suckers were represented in Clear Lake Reservoir, indicating much better juvenile survival than in Upper Klamath Lake. Based on genetic species identification, 98 percent of juvenile suckers collected from Clear Lake Reservoir were shortnose or Klamath largescale suckers ( Catostomus snyderi ). In contrast, there was a high degree of apparent genetic hybridization in juvenile suckers collected from Upper Klamath Lake, and both Lost River and non-Lost River juvenile suckers were nearly equally represented in samples. Neither gross nor histological examination revealed a high prevalence of abnormalities in suckers that might indicate a mechanism for juvenile mortality in Upper Klamath Lake. Therefore, high mortality primarily may have occurred outside our study period (for example, in spring or over winter), or was owing to a factor that could not be detected with our methods (for example, predation). Alternatively, abnormalities in a small percentage of passively captured suckers in Upper Klamath Lake may indicate health-related issues that were more prevalent in populations than in our samples. Some apparent symptoms of stress or exposure to irritants, such as peribiliary cuffing in hepatocytes and mild inflammation and necrosis in gill tissues, were present in suckers from both lakes and do not appear to be clues to the cause of differential mortality between lakes. Seasonal trends in energy storage as glycogen and triglycerides were similar between lakes, indicating prey availability was not a factor in differential mortality. Differences in sucker health and condition between lakes were considered the most promising clues to the causes of differential juvenile sucker morality between lakes. A low prevalence of petechial hemorrhaging of the skin (16 percent) and deformed opercula (8 percent) in Upper Klamath Lake suckers may indicate exposure to a toxin other than microcystin. Suckers grew slower in their first year of life, but had similar or greater triglyceride and glycogen levels in Upper Klamath Lake compared to Clear Lake Reservoir. These findings do not suggest a lack of prey quantity but may indicate lower prey quality in Upper Klamath Lake.

California, Oregon↗

Status of selenium in south San Francisco Bay—A basis for modeling potential guidelines to meet National tissue criteria for fish and a proposed wildlife criterion for birds

The U.S. Environmental Protection Agency (EPA) proposed Aquatic Life and AquaticDependent Wildlife Criteria for Selenium (Se) in California’s San Francisco Bay and Delta (Bay-Delta) in June 2016. Here we apply the same modeling methodology—Ecosystem-Scale Selenium Modeling— to an assessment of conditions and documentation of food webs of south San Francisco Bay (South Bay) as an exploratory framework in support of site-specific Se criteria development. Long-term datasets contribute to the basis for modeling, especially the 21-year collection of the clam Macoma petalum from a mudflat at the lower end of South Bay (Lower South Bay). As such, this is a working document that may serve as a basis to establish an understanding of the specifics of Se biodynamics within the estuary and reduce uncertainties about how to protect it. This approach brings together the main factors involved in toxicity: likelihood of high exposure, inherent species sensitivity, and the behavioral ecology (for example, demographics and life history) of an organism in terms of susceptibility to a reproductive toxicant. Species sensitivity is represented here by use of the EPA’s current national tissue Se criterion for fish or that proposed to protect the eggs of aquatic birds for the Bay-Delta (U.S. Environmental Protection Agency, 2016a, 2016b, 2016c). This report also strives to bring together findings and field data across a body of literature for South Bay to provide an integrative assessment. We find an assemblage of site-specific conditions that could affect modeling: associated urban processes such as discharges from municipal wastewater treatment plants and drainage from mercury (Hg) mining and limestone extraction are sources of Se that characterize the Lower South Bay as the location of interest for Se exposure; • hydrodynamics are lagoon-like (that is, less flushing), which sustains elevated nutrients and phytoplankton blooms; • managed freshwater sources are a major hydrodynamic component; • birds, in addition to fish, are prominent predators in South Bay; • wetland restoration has recently intervened to play a significant role in ecosystem function that may include uptake of both Hg and Se; • the dietary food web of surficial-sediment to M. petalum is important because of the dominance of this clam species and its elevated Se bioaccumulation potential compared to other local food webs; and 2 • maximal Se concentrations may be limited by transitory or annually renewed food webs (for example, migratory shorebirds and decimation of clams from marshes). We also find that the constructed mechanistic model: • spatially connects to the Palo Alto mudflat site because of data availability; • accurately predicts average observed Se concentrations in M. petalum and in predator species of fish and birds; and • is able to bracket a range of potential protective water-column Se concentrations specific to predator species based on the EPA’s national Se criterion for whole-body fish tissue and a proposed site-specific criterion for bird eggs in the Bay-Delta.

California↗

Juvenile salmonid monitoring following removal of Condit Dam in the White Salmon River Watershed, Washington, 2017

Condit Dam, at river kilometer 5.3 on the White Salmon River, Washington, was breached in 2011, and removed completely in 2012, providing anadromous salmonids with the opportunity to recolonize habitat blocked for nearly 100 years. Prior to dam removal, a multi-agency workgroup concluded that the preferred salmonid restoration alternative was to allow natural recolonization. Monitoring would assess fish recolonization efficacy, followed by management evaluation 5 years after dam removal. Limited monitoring of salmon and steelhead recolonization has occurred since 2011. The U.S. Geological Survey began juvenile salmonid monitoring in 2016 and did a second year during 2017, with sampling efforts like those of 2016. River conditions differed between the 2 years, both during (that is, high flows in 2017) and prior to (that is, 2015 summer drought conditions and December 2015 White Salmon River flood event) sampling. We operated a rotary screw trap at river kilometer 2.3 (3 kilometers downstream of the former dam site) from early April through early June to assess species diversity, and production of smolt and other migrant life stages. We also used backpack electrofishing during summer to assess juvenile salmonid distribution and abundance. Both sampling methods provided the opportunity to collect genetic samples (analysis of samples was not covered under funding received from the Mid-Columbia Fisheries Enhancement Group for the 2017 monitoring efforts) and to tag fish with passive integrated transponder (PIT) tags, which will provide life-history data through future recaptures and detections. The screw trap captured steelhead (anadromous rainbow trout, Oncorhynchus mykiss ), fry, parr, and smolts; coho salmon ( O. kisutch ) fry, parr, and smolts; and Chinook salmon ( O. tshwaytscha ) fry, parr, and one smolt. Prolonged high water and some missed trapping periods during 2017 prevented us from generating smolt estimates. Despite difficult trapping conditions, the number of coho salmon fry and parr, and steelhead fry and parr captured in 2017 exceeded those captured during 2016. The number of age-0 Chinook salmon captured in the screw trap during 2017 was much higher ( n = 222) than in 2016 ( n = 4). Electrofishing in tributaries provided information on distribution and abundance of juvenile coho salmon and O. mykiss . Juvenile coho salmon were again found in Mill and Buck Creeks and, for the first time, in Rattlesnake Creek (all three creeks are upstream of the former dam site). In both Rattlesnake and Buck Creeks, age-0 O. mykiss abundance decreased between 2016 and 2017; however, age-1 and older O. mykiss and age-0 coho salmon abundance increased between years at both sites. Data on O. mykiss abundance at sites in Buck and Rattlesnake Creeks is providing the opportunity to begin to understand trends and variability post-dam removal and to compare to pre-dam removal periods. Mean age-0 O. mykiss abundance (fish per meter [fish/m]) at the Rattlesnake Creek site has been slightly lower during post-dam removal (mean = 3.0, n = 2, range = 2.4–3.6) than pre-dam removal (mean = 3.4, n = 5, range = 1.5–5.1). However, the presence of juvenile coho salmon in Rattlesnake Creek during 2017 (0.5 fish/m) brought total age-0 salmonid abundance in 2017 to 2.9 fish/m. Mean age-1 or older O. mykiss abundance (fish/m) at the Rattlesnake Creek site has been lower post-dam removal (mean = 0.2, n = 2, range = 0.1–0.3) than pre-dam removal (mean = 0.5, n = 2, range = 0.3–0.8). Mean age-0 O. mykiss abundance (fish/m) at the Buck Creek site has been higher post-dam removal (mean = 2.1, n = 2, range = 1.2–3.0) than pre-dam removal (mean = 1.8, n = 2, range = 1.6–1.9). The addition of age-0 coho salmon to Buck Creek brings mean age-0 salmonid abundance post-dam removal to 2.7 fish/m (range = 1.9–3.4). Mean age-1 or older O. mykiss abundance (fish/m) in Buck Creek has been slightly higher post-dam removal (mean = 0.8, n = 2, range = 0.6–1.1) than pre-dam removal (mean = 0.6, n = 2, both years 0.6).

Washington↗

Hydrologic characteristics and water quality of headwater streams and wetlands at the Allegheny Portage Railroad National Historic Site, Summit area, Blair and Cambria Counties, Pennsylvania, 2014–16

The Allegheny Portage Railroad National Historic Site (ALPO) in Blair and Cambria Counties, Pennsylvania, protects historic features of the first railroad portage over the Allegheny Front and the first railroad tunnel in the United States. This report, which was completed by the U.S. Geological Survey in cooperation with the National Park Service, summarizes water resources in the headwaters of the Blair Gap Run and Bradley Run watersheds at the ALPO Summit area during 2014–16. These new baseline data fill an existing gap in knowledge and may be helpful to evaluate potential changes in the hydrologic characteristics of streams and associated wetlands at the Summit area. Results of synoptic water-quality surveys and continuous stage records at two streamgages near the headwaters of Blair Gap Run and Bradley Run indicate that the headwater streams of the ALPO Summit area are perennial but have different water-quality characteristics. The water sampled in the headwaters of Blair Gap Run had pH that ranged from acidic to near neutral, combined with elevated concentrations of dissolved solids, mainly sulfate, chloride, and sodium. These characteristics can be attributed to drainage from legacy coal mines and runoff from nearby roads treated with deicing salt. More than once during the study, the chloride and associated contaminant concentrations in tributaries of Blair Gap Run exceeded chronic thresholds for protection of freshwater aquatic organisms. In contrast, the water quality at tributaries of Bradley Run in the Summit area was characterized by near-neutral pH and relatively low concentrations of dissolved constituents, which met criteria for protection of freshwater aquatic life. By comparison, the deep groundwater discharged as abandoned mine drainage to Sugar Run from the Argyle Stone Bridge Mine, which underlies the Summit area, had acidic pH and elevated concentrations of sulfate and metals, which exceeded chronic and acute thresholds for aquatic life. Data on shallow groundwater levels in piezometers at two wetlands in the Summit area, which were monitored during spring through fall of 2016, indicate downward hydraulic gradients (higher water level in shallow piezometer than in deeper piezometer) and potential for local groundwater recharge during rainfall events, particularly in the summer and fall seasons. The wetlands in the upland area (wetland 3, at altitude 2,370 feet NAVD 88) near the divide between Blair Gap Run and Bradley Run between the Lemon House and Picnic Area, exhibited a consistent downward gradient from spring through fall of 2016. The associated surface seepage at wetland 3 dried up in the summer of 2016. In contrast, the wetlands in the adjoining valley (wetland 6, at altitude 2,198 feet NAVD 88) in the northwestern Summit area exhibited upward hydraulic gradients in the spring and produced continuous seepage. Despite downward gradients during summer and fall, the seepage associated with wetland 6 sustained perennial conditions in the Bradley Run drainage through the summer of 2016. Differences in groundwater altitudes and associated water quality among the surface water, shallow groundwater, and deep groundwater in the Summit area imply that the surface water and shallow groundwater in the Summit area could recharge the groundwater of the underlying coal mines. Seasonally upward and downward vertical gradients in the near-surface soil and bedrock at wetland 6, and unimpaired water quality in the Bradley Run headwaters, are consistent with a perched water table and local hydrology that is influenced by local recharge. Persistent downward gradients and impaired water quality at wetland 3 and the adjacent headwaters seeps and tributaries of Blair Gap Run could be attributed to subsidence and drainage from shallow coalbeds (Upper Freeport, seam E) and associated mine workings in that area; however, the underlying deep coal mine pool (Lower Kittanning, seam B), which is hundreds of feet below the surface, does not appear to affect the hydrologic characteristics of the headwater streams and wetlands in the Summit area.

Pennsylvania↗

Sea-cliff bedstraw (Galium buxifolium) patterns and trends, 2005–14, on Santa Cruz and San Miguel Islands, Channel Islands National Park, California

Sea-cliff bedstraw (Galium buxifolium [Rubiaceae]) is a delicate dioecious subshrub endemic to Santa Cruz and San Miguel Islands, in the northern California Channel Islands. It was listed as endangered in 1997 under the Federal Endangered Species Act, threatened by soil loss, habitat alteration, and herbivory from more than a century of ranching land use. At the time of listing, there were eight populations known from Santa Cruz Island and two from San Miguel Island, restricted to shaded, northfacing volcanic ocean bluffs. The recovery plan included criteria to be considered for delisting such as stabilizing or increasing populations on both islands and recovery actions such as searching for more populations, seed banking, researching seed germination and life history, and reversing factors causing decline. We began studying sea-cliff bedstraw on Santa Cruz Island in the early 2000s to better understand factors related to decline. We surveyed historic populations and searched for new occurrences 2004–06, researched population size-class structure and floral biology 2005–06 at three sites, and tracked demography 2005–14 while treating the invasive periwinkle ( Vinca major ) with herbicide at a fourth site. We collected seeds for germination studies and long-term seed banking from all four study sites. The historically known Santa Cruz Island sites were still extant on the sea-cliffs, and we located 14 occurrences not documented at the time of listing. Sea-cliff bedstraw floral morphology appears evenly balanced between mainly pistillate and staminate plants at the study sites, with other floral types present as well, in the populations we sampled. Seed germination trials showed about a 40 percent germination rate from fresh imbibed seeds. Life-history stage structure 2005–06 varied from purely reproductive plants at one site to nearly equal representation of vegetative and reproductive plants at a second site, with seedlings also present at the remaining two sites. Demographic study of tagged plants at the long-term study plot 2005–14 showed an episodic pattern of high recruitment with low mortality once plants became established beyond the first summer dormant season. A flush of seedlings was seen after periwinkle reduction, indicating that the periwinkle may have been repressing seedling establishment. About 93 percent of the already-established plants tagged in 2005 and 2006 were still present 10 years later in 2014. Findings indicate that sea-cliff bedstraw individuals are long-lived and once established have good survival rates. Taken together, these results imply that population growth is driven more by germination and recruitment into the mature population than by mortality of established plants, at least since feral animal eradication from Santa Cruz Island. Therefore, conservation actions might be best focused on nurturing safe sites for seed germination and seedling survival.

California↗

Monitoring protocol development and assessment for narrowly endemic toads in Nevada, 2018

Several species and subspecies of toads are endemic to small spring systems in the Great Basin, and their restricted ranges and habitat extent make them vulnerable to environmental perturbations. Very little is known about several of these toad populations, so a group of stakeholders including the U.S. Geological Survey, U.S. Fish and Wildlife Service, Bureau of Land Management, Nevada Department of Wildlife, the U.S. Navy, U.S. Forest Service, and Oregon State University met to discuss information needs on these populations and to develop a monitoring protocol that would detect population changes over time. In cooperation with the U.S. Fish and Wildlife Service, the U.S. Geological Survey implemented the proposed survey protocol, a multi-state occupancy design, for three sites: Dixie Valley, Railroad Valley, and Hot Creek, to evaluate its ease of implementation and effectiveness. We found that the multi-state occupancy protocol worked well in the Dixie Valley and, with some refinement, would likely work well in the Railroad Valley. We suggest that capture-mark-recapture of adults might be a more effective approach at Hot Creek. For most life stages of most populations, detection probabilities were positively related to survey duration up to 20 minutes, and the best time of day to conduct surveys varied by life stage and population. We make population-specific suggestions for the number of surveys and their timing and duration. Annual surveys using the suggested survey protocols will likely allow estimation of trends in the proportion of area of each population existing in different population states (occupied, occupied with evidence of reproduction, and unoccupied) and in most cases can be readily implemented with minimal training or handling of toads.

California, Idaho, Nevada, Oregon, Utah↗

Aquatic invasive species in the Chesapeake Bay drainage—Research-based needs and priorities of U.S. Geological Survey partners and collaborators

Executive Summary The U.S. Geological Survey (USGS) is revising the Chesapeake Bay-based science plan to align it with recent U.S. Department of Interior and USGS science priorities that include, as stated in the plan, providing “an integrated understanding of the factors affecting fish habitat, fish health, and landscape conditions” in Chesapeake Bay and its watershed. A report of partner agencies’ needs and priorities related to aquatic invasive species (AIS) science was identified as an informational gap; a report would help to further development of the science program related to aquatic animal health and habitat. This objective was addressed through review of pertinent documentation and conversations with representatives of State, Federal, and regional agencies with vested interests in AIS management in Chesapeake Bay and the Chesapeake Bay drainage area, and this document was produced to summarize the related findings. All agencies and organizations (13) reported that AIS are of general concern, with most stakeholder groups reporting AIS-related issues to be of high priority, including invasive fishes and invertebrates, invasive plants, and microbes including aquatic animal pathogens. Invasive fishes are of great concern to all partner agencies. Channa argus (northern snakehead) and Ictalurus furcatus (blue catfish) are high priority and represent the two most named AIS of concern for these agencies. Nine of 10 stakeholder groups listed northern snakehead as a high priority species, and 6 listed blue catfish as a high priority species as well. Pylodictis olivaris (flathead catfish), invasive crayfish species , and dressenid mussels were also prioritized by multiple partner groups, each receiving specific mention by at least 3 of the 10 stakeholder groups in discussions or documents. Invasive carp, such as Hypophthalmichthys molatrix (silver carp), also received mention by multiple agencies (3 of the 10 stakeholder groups) because these fish represent priority AIS in nearby watersheds and a threat for introduction and dissemination within the Chesapeake Bay watershed from these neighboring regions. Invasive plants are among priority species, and Hydrilla verticillata (hydrilla) topped the list. Hydrilla was reported as a priority species by 5 of the stakeholder groups queried. Trapa natans and T. bispinosa (water chestnut), Phragmites australis (common reed), and Lythrum salicaria (purple loosestrife) were also among the aquatic invasive plants that were prioritized by multiple partner agencies. Multiple stakeholder groups (5 of the 10 groups) also considered Didymosphenia geminata (didymo) and various aquatic animal pathogens among their priority AIS for management considerations. Science needs that were recurrently indicated by stakeholders to support management of invasive species include Technology to enhance biosurveillance capability, such as reliable environmental DNA based detection methodology; Risk assessment modeling to forewarn of and prioritize AIS-related threats; Increased information and intervention methods related to vectors and pathways of AIS introductions; Increased information about the biology and life history of AIS, including information related to trophic interactions, health and disease, and distribution and abundance; and Potential applications of mitigation strategies, including genetically based biocontrol mechanisms. Potential next steps to address the science needs include Development of biosurveillance and risk assessment tools for identification of AIS in proactive management; Development of proactive management techniques to prevent AIS introductions through recognized vectors and pathways; Development of interagency biosurveillance programs to best utilize personnel, funds, and other resources among interested agencies and organizations; Investigations to address life history, consequences, and movement/dissemination of top priority invasive species in the region; Investigations to determine the potential for novel mitigation technologies, such as the application of synthetic biological (genetic) control methods; and Investigations with focus on emerging and high priority AIS in the region, including fishes (blue catfish, flathead catfish, northern snakehead), invertebrates (invasive crayfish and mollusks) and plants (hydrilla, water chestnut, phragmites).

Virginia, Maryland, Delaware, West Virginia, Penns↗

Juvenile Lost River and shortnose sucker year-class formation, survival, and growth in Upper Klamath Lake, Oregon, and Clear Lake Reservoir, California—2018 monitoring report

Executive Summary Populations of federally endangered Lost River ( Deltistes luxatus ) and shortnose suckers ( Chasmistes brevirostris ) in Upper Klamath Lake, Oregon, and Clear Lake Reservoir (hereinafter Clear Lake), California, are experiencing long-term decreases in abundance. Upper Klamath Lake populations are decreasing not only because of adult mortality, which is relatively low, but also because they are not being balanced by recruitment of young adult suckers into known adult spawning aggregations. Long-term monitoring of juvenile sucker populations is conducted to (1) determine if there are annual and species-specific differences in production, survival, and growth; (2) better understand when juvenile sucker mortality is greatest, and (3) help identify potential causes of high juvenile sucker mortality, particularly in Upper Klamath Lake. The U.S. Geological Survey monitoring program, which began in 2015, tracks cohorts through summer months and among years in Upper Klamath and Clear Lakes. Data on juvenile suckers captured in trap nets are used to provide information on annual variability in age-0 sucker apparent production, juvenile sucker apparent survival, apparent growth, species composition, and health. Juvenile sucker year-class strength and apparent survival were low in 2018 in Upper Klamath Lake. Most juvenile sucker mortality occurs within the first year of life. The Upper Klamath Lake year-class strength indices for Lost River and shortnose suckers in 2018 were the lowest they had been since the start of monitoring in 2015. The annual catch rates of shortnose sucker remained consistently low, whereas Lost River sucker catch rates varied. The capture of only four age-1 and older suckers from Upper Klamath Lake during the 2018 sampling season indicated low annual survival of the 2017 cohort. Annual production indices of juvenile suckers in Clear Lake are highly variable and potentially affected by seasonal connections to spawning habitat in Willow Creek. A total of seven age-0 shortnose or Klamath largescale suckers ( Catostomus snyderi ) were captured from Clear Lake in 2018, which was a relatively wet year, indicating that a small cohort was formed or that there was a delay in the recruitment of age-0 suckers. The 2018 sampling continued to detect recruitment of juveniles from the 2015 cohort to the lake. Given the dysconnectivity between Willow Creek and Clear Lake during the 2015 spawning season, the continued recruitment of young fish of this cohort to the lake may be attributed to reproduction by resident suckers in Willow Creek. Suckers younger than age-3 in Clear Lake could be identified as either shortnose or Klamath largescale suckers. A stream resident life history, if it were occurring, is consistent with these fish being Klamath largescale suckers. Survival of all distinguishable taxa of juvenile suckers is much higher in Clear Lake than in Upper Klamath Lake, with non-trivial numbers of suckers surviving to join spawning aggregations.

California, Oregon↗

Cape Romain partnership for coastal protection

This final report summarizes activities, outcomes, and lessons learned from a 3-year project titled “Climate Change Adaptation for Coastal National Wildlife Refuges” with the Cape Romain National Wildlife Refuge (NWR) and local partners in the surrounding South Carolina Lowcountry. The Lowcountry is classified as the 10-county area encompassing the coastal plain of South Carolina (this report specifically focuses on Berkeley, Charleston, and Georgetown Counties). The goals of this work, sponsored by the U.S. Geological Survey’s Southeast Climate Adaptation Science Center (SECASC), were to foster active engagement with stakeholders; to develop a comprehensive definition of adaptation problems faced by agencies, organizations, and individuals near the Cape Romain NWR that accounts for global change, local values, knowledge and perceptions; and to encourage social learning and building of effective networks and trust across South Carolina Lowcountry organizations and individuals. Although project scoping began at the scale of the Atlantic seaboard, by engaging with NWRs from Massachusetts to Florida, participating refuge personnel eventually selected the Cape Romain NWR to serve as a case study for testing our goals. The Cape Romain Partnership for Coastal Conservation was established to address global change impacts at a regional level and includes representation from Federal and State resource agencies, local conservation nongovernmental organizations, and organizations representing underserved community interests. Research topics, originating from discussions with Cape Romain Partnership for Coastal Conservation members, focused on quantifying key drivers of change including localized sea-level rise (SLR) predictions, estimates of coastal hurricane inundation as amplified by SLR, and urban growth trends and forecasts. These key drivers provided a foundation to engage stakeholders in planning exercises to begin a process of collective understanding and collaborative decision making. The goal of this process was to develop collective strategies of adaptation to enhance community and ecosystem resilience in the South Carolina Lowcountry. South Carolina’s Lowcountry is experiencing rapid environmental and social transformation because of SLR rates approaching twice the global average, chronic tidal flooding and catastrophic storm surges, erosion and loss of habitats that provide essential services to wildlife and humans, and increasing social polarization fueled by aggressive low-density urban growth and other forms of land conversion. To support characterizations of plausible future scenarios, we used available or, in some cases, developed new models to project future conditions of key environmental and social-economic drivers. Because of the imprecision of mean global SLR projections, the SECASC commissioned a climatological study to account for local conditions and multiple representative concentration pathways to project a tailored distribution of future sea levels. These projections were matched to SLR scenarios provided by existing models to anticipate the range of future coastal habitat changes in the South Carolina Lowcountry. SLR scenarios were also incorporated into existing storm-surge models, which do not account for alternate baseline sea levels, to project the local effects of future hurricanes. To evaluate the extent and effects of population growth and urban expansion, we relied on an existing urban-growth model to map the spatial distribution of land-conversion probabilities, the total area of which is predicted to increase twofold to threefold over the next 60 years. In addition to this simplified model, an econometric model is in development to account for nonlinear feedback dynamics in land value, land use, and ecosystem service production. Although not yet completed, the goals of this model are to produce more-detailed projections of growth dynamics and to allow predictions of development patterns resulting from alternate land-use planning policies and incentives. Collaborative planning for an uncertain future requires more than providing decision makers with information on future physical and ecological conditions; developing effective and consensual strategies must also integrate sociological values, multiple cultural perspectives, and an understanding of human behavior. To support broad stakeholder engagement in integrative approaches to adaptation planning, emphasis was placed on the importance of considering differences in how individuals perceive their environment and create meaning. Because cultural frameworks form the basis for perceptions and, ultimately, the behaviors of individuals and institutions, we describe a model of human behavior and how it can be used to understand the effect of cultural complexity and variation in perception on choices, behavioral change, and long-term maintenance of behaviors. We consider a model commonly used in the field of behavioral health that accommodates variation in human perception when describing stages of behavior and the dynamics of behavioral change. Tailoring communication and engagement activities to targeted stakeholders is likely to benefit from increased understanding of behavioral change processes. The complex nature of this problem limited the usefulness of a traditional decision-analytic approach, we explored alternative methods for engagement, collaborative learning and decision making. Recognizing that project partners and Lowcountry stakeholders may be at different stages of preparedness and interest level for modifying behavior as a function of global change, we facilitated a scenario-planning exercise to familiarize partners with this well-established approach for communicating the opportunities and threats arising under alternative, plausible futures. We developed narratives for four alternative South Carolina Lowcountry scenarios to be used in later strategic planning that focus on quantitative trends for three primary drivers with high impact and high uncertainty: manifestations of climate change, social-political shifts at a global level, and forces of local value and power structures. This scenario-planning exercise underscored the complex relation between the temporospatial scale of the production of ecological goods and services and the institutional scale at which they are managed. We then guided the partners through an assessment of the relevant strengths and weaknesses of the Cape Romain Partnership for Coastal Protection, using the threats and opportunities characterized by each scenario to understand how the partnership might respond when attempting to meet conservation and societal objectives. The partnership identified key strengths including partnership experience, outreach and technical capacities, a substantial conservation land base, and high social cohesion in the South Carolina Lowcountry. Limited communication expertise, institutional inertia, and insufficient staffing and funding were recognized as important weaknesses across the partnership. By examining and scoring combinations of internal strengths and weaknesses and external threats and opportunities, the partnership developed sets of prioritized strategies to consider in the context of a given scenario. Although we had insufficient time to examine all scenarios in detail, the intent was to identify a portfolio of strategic actions to address threats and opportunities represented in multiple plausible futures. Top-ranking strategies encompassed a range of actions that focused on strengthening the conservation community and communicating the benefits of nature (that is, ecosystem services) to leveraging partnerships to expand land protection. This report also details the methods and preliminary results of several models developed or applied in support of this project. Two parcel-selection algorithms were used to evaluate anticipated habitat changes and patterns of urban growth to guide decisions on optimal conservation reserve design to protect habitat communities. One approach used a widely available planning software (MARXAN) to maximize conservation benefits near the Cape Romain NWR, whereas the other approach was a novel application of economic theory to account for uncertainty in future conditions and for the risks of unanticipated habitat loss. This latter model applies modern portfolio theory to estimate the risk of investing in any portfolio of land parcels (that is, candidate “reserves”) under climate-change uncertainty by quantifying the variation and spatial correlation of conservation benefits derived from each portfolio. We expanded the range of actions beyond simply whether or not to invest in a set of land parcels, an approach commonly used in spatial conservation planning, to also include consideration of divestment from currently protected lands. Such refinements allow for better accounting of system dynamics and can evaluate the benefits of flexible conservation tools such as rolling easements. Model results were conditional on a decision maker’s risk tolerance but highlighted general strategies of land conservation to increase future habitat representation beyond what is expected under the current protected land base. We built models that may help inform coastal planning by estimating salinity dynamics and the performance of oyster reef restoration efforts to predict the combined effects of global change and management of freshwater flows on coastal habitats and the processes that contribute to their resilience. These models can support restoration decisions by evaluating the expected benefits of site locations for shoreline protection and fisheries production. Lastly, we developed a spatially explicit economic model that predicts feedback dynamics among land value, land-use change, and effects on ecosystem service provision to explore zoning policies and incentives on urban growth and ecosystem services. We summarize these efforts with insights and considerations for the Cape Romain Partnership for Coastal Protection to continue to engage stakeholders in effective adaptation planning. First, notions of place attachment (referred to as sense of place), and the role of culture in social discourse are increasingly being used to understand the complex interactions between society and the environment and how societies respond and adapt to climate change. Sense of place was a unifying theme whenever the future of the South Carolina Lowcountry was discussed. The contribution of the South Carolina Lowcountry’s environmental wealth, rich cultural heritage, and quality of life to sense of place has important implications for how adaptation planning might best be pursued. More community-based governance of the commons (in other words, natural and cultural resources held in common), in which broad stakeholder participation and power sharing are key elements, is considered important. This devolution of governance is characterized by polycentric institutions and self-organizing social networks that promote a local culture of knowledge sharing, problem solving, and learning. These so-called bridging organizations (or individuals) often provide the leadership necessary to bring together potentially disparate Government agencies and institutions, private organizations, and individuals in a collective process of problem solving. Our observations also suggest that the conservation community in the South Carolina Lowcountry views its activities as integral to the broader governance of social-ecological systems, in which responses to the forces of global change are mediated through culture, economics, and politics. Rather than directly competing with other interests, the South Carolina Lowcountry conservation community seems to embrace an interpretation of conservation in which the fundamental objective is the quality of human life rather than environmental protection. Fundamental to the types of governance reforms described above is the notion of coproduction, in which experts and users collaborate to develop a shared body of knowledge. In this approach, scientists work with stakeholders to help frame questions, design research, and collect and analyze data. Such sustained collaborations are increasingly believed to be an effective way to produce useable (or actionable) science. The emphasis on social learning, leveraging strong social networks, coordinating and deliberating among diverse stakeholders, and applying principles of adaptive management is an essential contribution to adaptive capacity. The diverse and robust set of scientific approaches, methods to help stakeholders collaborate in effective and goal-driven planning processes, and decision tools resulting from this project hopefully will assist Cape Romain NWR and its partners prepare for climatic, ecological, and social changes over the coming decades.

South Carolina↗

Survival and growth of suckers in mesocosms at three locations within Upper Klamath Lake, Oregon, 2018

Executive Summary Due to high mortality in the first year or two of life, Lost River ( Deltistes luxatus sp.) and Shortnose suckers ( Chasmistes brevirostris sp.) in Upper Klamath Lake, Oregon rarely reach maturity. In 2015, the U.S. Fish and Wildlife Service began the Sucker Assisted Rearing Program (SARP) to improve early life survival before releasing the fish back into Upper Klamath Lake. Survival and growth rates were compared for fish in mesocosms among three potential release or in-lake rearing sites, and in a pond at the SARP rearing facility. Fish used in this study included a mix of Lost River, Shortnose, and Klamath largescale suckers reared at either U.S. Fish and Wildlife Service or Klamath Tribes fish rearing facilities. These sites were Shoalwater Bay (SWB), Rattlesnake Point (RPT), and Cove Point (CPT). Ninety-nine to 103 suckers tagged with passive integrated transponders (PIT) were placed into each mesocosm for up to 80 days and up to 103 days in the SARP pond. Cessation of movement, as determined by passive detection of tagged fish on remote antennas, indicated mortality. Dissolved-oxygen saturation, temperature, and pH were tracked hourly in each mesocosm. All the suckers placed into the SWB mesocosm died during an extreme hypoxia event. These fish were replaced with another 120 PIT-tagged and 2 untagged hatchery-reared Lost River suckers from the Klamath Tribes Fish Research Facility (KTFRF), of which, all but two died during a second extreme hypoxia event. It was determined that SWB was an unsuitable site for summertime release or rearing of juvenile suckers in 2018. The summer survival rate was ≥86 percent at CPT, RPT, and the SARP pond. Suckers in the SARP pond grew slightly slower and gained less weight relative to increases in length than suckers held at RPT and CPT. All suckers sampled at the start of the study from both the SARP facility and the KTFRF, when water temperatures averaged approximately 18–22 degrees Celsius (°C), were infected with low levels of the gill parasite Ichthyobodo sp. Ichthyobodo sp. was detected on only 1 of 16 suckers sampled from CPT, RPT, and the SARP pond in late September or early October when water temperatures were approximately 16–19 °C, indicating fish were able to shed the parasite in cooler temperatures. Water quality conditions at RPT and CPT were adequate for in-lake rearing of SARP suckers in 2018. Due to interannual differences in water quality conditions, these sites may not be suitable in all years. Future research focused on the suitability of RPT, CPT and other potential sites under in years with varying conditions would be beneficial for improving sucker in-lake rearing practices. Additional research could help to elucidate how size at entry into the mesocosms affects sucker survival.

Oregon↗

An integrated population model for southern sea otters

Southern sea otters ( Enhydra lutris nereis ) have recovered slowly from their near extinction a century ago, and their continued recovery has been challenged by multiple natural and anthropogenic factors. Development of an integrated population model (IPM) for southern sea otters has been identified as a management priority, to help in evaluating the relative impacts of known threats and guide best management options for species recovery. An IPM represents an analytical modeling framework where various types of data relevant to animal health, population trends, and survival can be evaluated collectively to project future population dynamics under different resource management scenarios. Here, we describe the development of a spatially explicit IPM for southern sea otters that is fit by using Bayesian methods to multiple datasets including a time series of range-wide survey counts, estimated survival rates of tagged animals from telemetry-based population studies, and cause-of-death data from comprehensive necropsies of beach-cast carcasses. The core of the model is a stage-structured matrix, in which survival rates for a given life history stage, year, and location are computed as the outcome of multiple ‘competing risks,’ or hazards, allowing for spatiotemporal variation in each hazard, density-dependence, and stochasticity. The parameterized IPM was used to (1) examine how age and sex-specific hazards vary over space and time, (2) gain insights into density-dependent variation in specific hazards, (3) assess population-level effects of known mortality hazards in the past and in future projections, and (4) evaluate the relative benefits of various potential management actions to address these hazards. Our results indicated that different types of hazards have variable impacts at different life history stages of sea otters; for example, shark-bite mortality had a strong impact on mortality of subadult females but relatively low impacts on aged adult female survival, whereas End Lactation Syndrome showed just the opposite age-based pattern. There also was spatial and temporal variation in exposure to different hazards; for example, shark-bite mortality generally was highest at the north and south ends of the sea otter range, End Lactation Syndrome and cardiac disease were highest in the center part of the range, and harmful algal bloom intoxication and protozoal infection mortalities were highest around Morro Bay. The relative impacts of hazards depended on population density; for example, shark-bite mortality had the greatest effect on male survival when population abundance was low, but as densities increased the impacts of cardiac disease (for aged adults) and acanthocephalan peritonitis (for subadults) exceeded the effects of shark-bite mortality. Sensitivity analyses showed that modifying certain hazard rates can have substantial impacts on future population growth; for example, if the shark-bite hazard rate were to decrease by 20 percent, projected abundance after 50 years is predicted to be 18-percent higher, on average, than under baseline conditions. We used the IPM to evaluate the possible impacts of a potential management action: the reintroduction of sea otters to currently unoccupied parts of their historical range. We found that there were large increases in expected growth potential associated with reintroduction programs to various locations to the north and south of the currently occupied range, although a reintroduction to San Francisco Bay was projected to have the greatest potential impacts on future population growth. The IPM for southern sea otters presented here provides resource managers with a useful tool for evaluating the impacts of specific hazards, forecasting future population dynamics and range expansion, and evaluating alternative management scenarios.

California↗