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Page 1: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles
Page 2: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Presented atPresented at

Great Rivers Reference Condition Great Rivers Reference Condition WorkshopWorkshop

January 10January 10--11, Cincinnati, OH11, Cincinnati, OHSponsored by Sponsored by

The U.S. Environmental Protection Agency and The Council of StatThe U.S. Environmental Protection Agency and The Council of State Governmentse Governments

Page 3: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

THE DEVELOPMENT AND APPLICATION OF THE DEVELOPMENT AND APPLICATION OF BIOLOGICAL ASSESSMENT TOOLS AND BIOLOGICAL ASSESSMENT TOOLS AND BIOCRITERIA FOR THE ASSESSMENT OF BIOCRITERIA FOR THE ASSESSMENT OF IMPACTS TO AQUATIC ASSEMBLAGES IN IMPACTS TO AQUATIC ASSEMBLAGES IN

LARGE, NONLARGE, NON--WADEABLE RIVERS WADEABLE RIVERS

EMAP GRE Reference Condition WorkshopEMAP GRE Reference Condition WorkshopJanuary 11, 2006January 11, 2006

Chris O. YoderChris O. YoderCenter for Applied Bioassessment and BiocriteriaCenter for Applied Bioassessment and Biocriteria

Midwest Biodiversity InstituteMidwest Biodiversity InstituteColumbus, OHColumbus, OH

Susan P. DaviesSusan P. DaviesMaine DEPMaine DEP

Augusta, MEAugusta, ME

Page 4: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Cooperative Agreements With U.S. EPA• Cooperative agreements between MBI &

CABB and U.S. EPA – initiated Oct. 2000 and Aug. 2001.

• Promote and demonstrate the role of biological assessment and criteria in WQ management.

• Examine relationships between biological criteria and biotic and abiotic stressors.

• Regional biocriteria development in streams and large rivers.

Page 5: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

30 Years of Progress 30 Years of Progress Through Partnerships:Through Partnerships:

Biological IndicatorsBiological Indicators

Susan Jackson, US EPA Biological Criteria Program

US EPA Science US EPA Science

ForumForum

May 5 May 5 -- 7, 20037, 2003

Washington DCWashington DC

Page 6: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

What Is Adequate Monitoring & Assessment (M&A)?• Biological, chemical, & physical indicators.• Adherence to stressor, exposure, response

roles – avoid use of surrogates.• Data Quality Objectives - adequate for the

intended purpose (should be defined by WQS).• Design (scale, sequence, intensity) meets

multiple management issues and needs.

• The product of M&A is the assessment, not just the data (avoid data rich, information poor syndrome).

• Professionalism – expertise in key disciplines

Page 7: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

A Systematic A Systematic ProcessProcess

Fundamentals of Fundamentals of Aquatic Ecology: Aquatic Ecology: Applying Readily Applying Readily Available ScienceAvailable ScienceUse Concepts and Use Concepts and

Elements of Adequate Elements of Adequate Watershed Monitoring Watershed Monitoring

and Assessmentand Assessment

NUMERIC BIOLOGICAL CRITERIA:NUMERIC BIOLOGICAL CRITERIA:WWH IBI WWH IBI –– Wading Site TypeWading Site Type

HELP32

40

EOLP38HELP

ECBP

WAP

IP40

44

EWH = 50Statewide

NUMERIC BIOLOGICAL CRITERIA:NUMERIC BIOLOGICAL CRITERIA:WWH IBI WWH IBI –– Wading Site TypeWading Site Type

HELP32

40

EOLP38HELP

ECBP

WAP

IP40

44

NUMERIC BIOLOGICAL CRITERIA:NUMERIC BIOLOGICAL CRITERIA:WWH IBI WWH IBI –– Wading Site TypeWading Site Type

HELP32

40

EOLP38HELP

ECBP

WAP

IP40

44

EWH = 50Statewide

Develop and Use Develop and Use Biological, Chemical, Biological, Chemical, & Physical Indicators & Physical Indicators

and Criteriaand Criteria Employ Tools via Employ Tools via Integrated Integrated

AssessmentsAssessmentsStressorsStressors

ExposureExposure

ResponseResponse

Page 8: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Three Principal Objectives of Three Principal Objectives of Systematic BioassessmentSystematic Bioassessment

• Determine if use designations are appropriate and attainable

• Determine condition and status of the resource (including causal associations)

• Are changes taking place over time?

Page 9: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

• Methods IssuesMethods Issues –– comparability, accuracycomparability, accuracy• Bioassessment Bioassessment –– calibration, validationcalibration, validation• Status and trends Status and trends –– sites, reaches, segmentssites, reaches, segments• Scale issues Scale issues –– how much of a large river needs how much of a large river needs

to be assessed?to be assessed?• Local vs. reach scale issues.Local vs. reach scale issues.• Support of multiple water quality & resource Support of multiple water quality & resource

management objectivesmanagement objectives –– will require will require consideration of multiple sampling designs.consideration of multiple sampling designs.

Issues of Large River Issues of Large River BioassessmentBioassessment

Page 10: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Number of Individual Waterbodies & Aggregate Stream/River Miles

(Relative Occurrence)

Drainage Area (mi2)1 10 100 1000 10000 100000

“Headwaters”

WadeableSmall Streams

Non-WadeableLarge Rivers

Non-WadeableGreat Rivers

WadeableLarge Streams

Non-WadeableSmall Rivers

EMAP GRE (2004-7);

Under Addressed(major source of

NWSA site rejection)

-7);

NWSA (2004-5);

Num

ber o

f Wat

erbo

dies

/Mile

s1000s

1

REMAP Large Rivers (2004Selected States

Most States

ORSANCO

Domain of our Domain of our large rivers large rivers

researchresearch

Page 11: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Fish Assemblage Sampling MethodsFish Assemblage Sampling Methods

Single Gear Approach:Single Gear Approach:•• Pulsed D.C. electrofishingPulsed D.C. electrofishing•• SmithSmith--Root 5.0 GPP Root 5.0 GPP –– 5kw, 5005kw, 500--1000v, 41000v, 4--12A, 120 Hz12A, 120 Hz•• BoatBoat--mounted mounted -- 16’ john boat, custom built ($15K complete)16’ john boat, custom built ($15K complete)•• Gang droppers (+), 8’ cathodes (Gang droppers (+), 8’ cathodes (--) ) –– adjust to conductanceadjust to conductance•• Standard distance, all macrohabitatsStandard distance, all macrohabitats•• Daytime in river, nighttime in impoundmentsDaytime in river, nighttime in impoundments

Page 12: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

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#Wabash RiverGammon

(1967-present)Simon & Stahl (1999)

IDNR/IDEM

Major Ohio RiverTributaries

Ohio EPA(1979-present)

Ohio RiverMainstem

ORSANCO(1992-present)

Ohio EPA(1986-1992)

Gammon(1971-1978)

Electric Utilities(1974-present)

Fish Assemblage Assessments of Large and Great Rivers in the Upper Ohio Basin

Page 13: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Midwest Large River Programs:Midwest Large River Programs:ORSANCO ORSANCO –– night electrofishing, IBI developed; night electrofishing, IBI developed; macroinvertebrate method in development; in macroinvertebrate method in development; in process of adopting in standards.process of adopting in standards.

Wisconsin Wisconsin –– daytime electrofishing, IBI developed; daytime electrofishing, IBI developed; exploring macroinvertebrate methods; not in exploring macroinvertebrate methods; not in WQS.WQS.

Ohio EPA Ohio EPA –– daytime electrofishing, IBI developed; daytime electrofishing, IBI developed; macroinvertebrate method and index established; macroinvertebrate method and index established; adopted in WQS.adopted in WQS.

Other Region V States Other Region V States –– most have developmental most have developmental projects underway; some conduct assessments.projects underway; some conduct assessments.

Page 14: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Ohio EPA NonOhio EPA Non--Wadeable MethodsWadeable Methods

Electrofishing Gear Array: Electrofishing Gear Array: Wadeable to NonWadeable to Non--WadeableWadeable Effort: Distance SampledEffort: Distance Sampled

Logistics: Equipment & Logistics: Equipment & Access IssuesAccess Issues Multiple Habitats SampledMultiple Habitats Sampled

Page 15: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

ELECTROFISHING METHODSELECTROFISHING METHODS

WisconsinWisconsinOne mile of shoreline; daytime sampling; 3000 W, 60 Hz; 1 netter (17 mm mesh); motor in downstream direction

EPA EPA –– EMAPEMAP80X width along shoreline; daytime sampling; 2500 W, 120 Hz; 1 netter (1/4” mesh); row in downstream direction

OhioOhio500m of shoreline; daytime sampling; 5000 W, 120 Hz; 1 netter (1/4” mesh); motor in downstream direction

ORSANCO (Ohio R.)ORSANCO (Ohio R.)500m of shoreline; nighttime sampling; 5000 W, 120 Hz; 1 netter (1/4” mesh); motor in downstream direction

IllinoisIllinoisDaytime sampling; 3Daytime sampling; 3--phase AC; 1 netter phase AC; 1 netter (1/4” mesh); motor in downstream direction(1/4” mesh); motor in downstream direction

The concern is about the The concern is about the comparabilitycomparability andand accuracyaccuracy of the of the

resulting assessment of resulting assessment of environmental quality that are environmental quality that are

produced by the States and others produced by the States and others –– methods and the execution of the methods and the execution of the

sampling is the genesis of some sampling is the genesis of some largely unrealized problems.largely unrealized problems.

Page 16: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Benthic MacroinvertebratesBenthic MacroinvertebratesActive Sampling Methods ExamplesActive Sampling Methods Examples

NetNet--based methods based methods (including kicks, (including kicks, dips, jabs, sweeps, dips, jabs, sweeps, & picks)& picks)

PickingPicking

Grab Grab samplerssamplers

Scrubbing Scrubbing substratessubstrates Dome Dome

SamplerSampler

Page 17: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

•• QuantitativeQuantitative-- OhioOhio--EPAEPA

artificial substratesartificial substrates-- Maine DEPMaine DEP

rock basketsrock baskets-- Each state has Each state has

sampled large sampled large rivers for >25 yearsrivers for >25 years

Benthic MacroinvertebratesBenthic MacroinvertebratesPassive Sampling Methods ExamplesPassive Sampling Methods Examples

Page 18: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Developing a bioassessment process that accurately describes the biota and which depicts human impacts on large

rivers...

Slide Used Courtesy of John Lyons, Wisconsin DNR

The use of regionally relevant datasets to support biocriteria

derivation and calibration

Page 19: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Three Projects beginning in 2004:Three Projects beginning in 2004:

1.1. Fish assemblage methods Fish assemblage methods comparison comparison –– direct field comparison direct field comparison with State, Municipal, and other orgs.with State, Municipal, and other orgs.

2.2. REMAP Large Rivers REMAP Large Rivers –– eleven large eleven large river river tribstribs. to Upper Miss. & Ohio R. (5 . to Upper Miss. & Ohio R. (5 states) states) –– probability design.probability design.

3.3. Application of EPA TALU concepts to Application of EPA TALU concepts to nonnon--wadeable rivers wadeable rivers –– targeted targeted sampling of specific reaches.sampling of specific reaches.

Page 20: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

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Kennebec River (2002Kennebec River (2002--5)5)Wyman Dam to Merrymeeting Bay (30 Wyman Dam to Merrymeeting Bay (30 sites, 2 test areas)sites, 2 test areas)FollowFollow--up Waterville to Augusta (2002up Waterville to Augusta (2002--5)5)AtlAtl. salmon nursery habitat survey (2003). salmon nursery habitat survey (2003)

Androscoggin River (2003)Androscoggin River (2003)Errol, NH to Merrymeeting Bay (51 sites)Errol, NH to Merrymeeting Bay (51 sites)

Sebasticook River (2003)Sebasticook River (2003)Douglas Pond to Winslow (9 sites)Douglas Pond to Winslow (9 sites)

Penobscot River (2004)Penobscot River (2004)N. Br. To Hamden (40 sites); included W. N. Br. To Hamden (40 sites); included W. Br., E. Br., 5 additional tributariesBr., E. Br., 5 additional tributaries

Northern Rivers (2005)Northern Rivers (2005)St. John (14 sites), Allagash (5 sites), St. John (14 sites), Allagash (5 sites), Aroostook (10 sites), St. Croix (12 sites)Aroostook (10 sites), St. Croix (12 sites)

CooperatorsCooperators•• U.S. EPA, Region IU.S. EPA, Region I •• St. Croix IWCSt. Croix IWC•• U.S. EPA, HECDU.S. EPA, HECD •• Maine DOCMaine DOC•• Maine DEPMaine DEP •• NFWFNFWF•• Maine DIFWMaine DIFW •• GOMCMEGOMCME•• Maine DMRMaine DMR •• SRWASRWA•• Maine ASCMaine ASC•• U.S. F&WSU.S. F&WS•• Penobscot Indian NationPenobscot Indian Nation•• Trout UnlimitedTrout Unlimited

-- Electrofishing siteElectrofishing site

St. John R. (2005)St. John R. (2005)

Aroostook R. (2005)Aroostook R. (2005)

Allagash R. (2005)Allagash R. (2005)

St. Croix R. (2005)St. Croix R. (2005)

Penobscot R. (2004)Penobscot R. (2004)

Androscoggin R.Androscoggin R.(2003)(2003)

Kennebec (2002Kennebec (2002--5) & 5) & Sebasticook R. (2003)Sebasticook R. (2003)

Example of a project that Example of a project that started from “scratch”started from “scratch”

Page 21: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles
Page 22: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

0

1000

2000

3000

4000

5000

6000

7000

8000

RIVERINE IMPOUNDED TIDAL

MAINE RIVERS TIME ELECTROFISHED (2002-3)TI

ME

ELE

CTR

OFI

SH

ED (1

.0 K

m)

N = 64 N = 31 N = 8

Page 23: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

0

50

100

150

200

MAINE RIVERS ELECTROFISHING (2002-3)

CO

ND

UC

TIVI

TY (υ

S/cm

2 )

N = 13 N = 7

LOW RANGEHIGH RANGE

717

Page 24: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Sampling ProcedureSampling Procedure

Sampling boat moves in a Sampling boat moves in a general downstream direction, general downstream direction, but is maneuvered within the but is maneuvered within the site to produce a thorough site to produce a thorough sampling of each sitesampling of each site

Two netters collect Two netters collect all fish sightedall fish sighted

Boat driverBoat driver

1.0 km distance includes1.0 km distance includesall all nearshorenearshore habitatshabitats

Page 25: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Sampling starts here (KEN 3A)

Red line represents sampling track

GPS waypoints are established to track distance sampled

Sampling ended here at 1.0 km (KEN 3Z)

Sampling track here was dictated by habitat (bedrock

ledges and riffles)

“Zig zag” patterns represent repeat sampling of fast

flowing water

Page 26: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles
Page 27: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

14 ft. Electrofishing Raft14 ft. Electrofishing Raft

SmithSmith--Root 2.5 GPP UnitRoot 2.5 GPP Unit

Two Person CrewTwo Person Crew

Launching & RetrievingLaunching & Retrieving

““Intermediate” Size River EquipmentIntermediate” Size River Equipment

Page 28: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Successful IBI Successful IBI Development Requires Development Requires a Sufficient Regional a Sufficient Regional DatabaseDatabase

20022002

20032003

2004/52004/5

20062006

20052005

2007/82007/8 2006/72006/7

St. Johns

Presumpscot

Page 29: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Tiered Aquatic Life Uses: A Tool for Ecosystem Management

Hydrologic Alteration and Ecological Communities in the EastAmherst, MA, UMASS and TNC

October 20, 2005Susan Davies, State of Maine, and Susan Jackson, U.S. EPA

Page 30: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

August 2005August 2005

Page 31: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Con

ditio

n of

the

Bio

tic C

omm

unity

[Spe

cific

to E

coty

pe]

Human Disturbance GradientLOW HIGH

Tiered Aquatic Life Use Conceptual Model: Draft Biological TiersTiered Aquatic Life Use Conceptual Model: Draft Biological Tiers

U.S. EPA Aquatic Life Uses Working Group

Evident changes in structure due to loss of some rare native taxa; shifts in relative abundance; ecosystem level functions fully maintained through redundant attributes of the system.

33

Structure and function similar to natural community with some additional taxa & biomass; no or incidental anomalies; sensitive non-native taxa may be present; ecosystem level functions are fully maintained

22

Natural structural, functional, and taxonomic integrity is preserved.11

Sensitive taxa markedly diminished; conspicuously unbalanced distribution of major groups from that expected; organism

condition shows signs of physiological stress; ecosystem function shows reduced complexity and redundancy; increased build up or export of unused materials.

55

Moderate changes in structure due to replacement of sensitive ubiquitous taxa by more tolerant taxa; overall balanced distribution of all expected taxa; ecosystem functions largely maintained.

44

Extreme changes in structure; wholesale changes in taxonomic composition; extreme alterations from normal densities; organism condition is often poor;

anomalies may be frequent; ecosystem functions are extremely altered.

66

The Biological Condition Gradient:A conceptual model for interpreting detrimental change in

aquatic ecosystems

Susan P. Davies and Susan K. Jackson(Ecological Applications [in press])

Page 32: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Biological Criteria: I• Narrative ratings or numerical values which are based on the numbers and kinds of aquatic organisms (i.e., assemblage) which are found to inhabit a particular stream or river sampling location.

Page 33: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Biological Criteria: II

• Biological criteria are indexed to the reference assemblage of aquatic organisms within a particular geographical region (i.e., ecoregion) and with respect to stream and river size.

Page 34: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Establishing Reference ConditionEstablishing Reference Condition

I. Reference SitesI. Reference Sites• Minimally to least impacted sites.• Cultural setting & abiotic criteria – qualitative

process used in 1980s.• Subsets of sites needed for different ecotypes,

water body types, and regions.• Part of routine monitoring – resampling over a 10

yr. time interval*).

* - a complete set of re-sampled reference data (1990-1999) is now available for Ohio.

Page 35: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

II. Reference ConditionII. Reference Condition• Data collected at reference sites.• A distribution of data, not a single fixed data point.• Should include upper tiers of Biological Condition

Gradient.• Alternative approaches can be used when empirical

data is lacking (historical archives, expert panels).• Used first to calibrate metrics, then to set biocriteria.

Establishing Reference ConditionEstablishing Reference Condition

Page 36: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Guidelines for Deriving Regionally Relevant “IBI Type” Assessment Tools

• Karr et al. (1986) provides guidance for metric development, substitution, and modification.

Requires detailed knowledge of the regional fauna including life history, taxonomy, zoogeography, and natural history.

Requires an extensive database from consistent sampling of both reference condition and a gradient of human disturbance.Requires extensive testing of candidate metrics and aggregate indices.

Page 37: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

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Ohio Biocriteria Reference SitesBoat Sites

Least ImpactedFishMacros

Modified SitesFishMacros

Page 38: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Wisconsin Wisconsin ––N. Lakes/ForestsN. Lakes/Forests Ohio Ohio –– Allegheny PlateauAllegheny Plateau

Ohio River Ohio River –– Ohio/Ky.Ohio/Ky. Ohio/Indiana/Illinois Ohio/Indiana/Illinois –– E. E. and Central Corn Beltand Central Corn Belt

REFERENCE CONDITIONREFERENCE CONDITION

Page 39: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

DRAINAGE AREA (SQ MI)

Calibration of Metrics Using Regional Reference Sites• Scatter plot of metric value by appropriate calibration vector (e.g., watershed area).

• Determine 95% maximum line ofbest fit across surface of scatterplot; driven by best reference sites.

• Area beneath 95% line is subdivided (e.g., trisection) to determine metric scores - most data points should occur in upper ranges.

• This method reduces the influence of slightly degraded sites that may not biologically reflect the intent of reference condition.

DRAINAGE AREA (SQ MI)

0

5

10

15

20

25

30

35

40

100 1000 104

Boat Sites

Nat

ive

Fish

Spe

cies

Ric

hnes

s

5

3

1

1 10 100 1000

Wading and Headwater Sites

5

3

1

Nat

ive

Fish

Spe

cies

Ric

hnes

s

0

5

10

15

20

25

30

35

40

• Slope of 95% line conservatively assumed to be zero for boat sites.

Page 40: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

I. Select & samplereference sites

II. Calibration of IBI metrics

III. Calibrated IBI modified for Ohio waters

IV. Establish ecoregionalpatterns/expectations V. Derive numeric bio-

criteria: Codify in WQSVI. Numeric biocriteria areused in bioassessments

Ohio IBI Calibration & Biocriteria Derivation Process____________________________________________

Metric 5 3 1____________________________________________

>20 10-20 <10Number of Species%Rnd-bodied sucker >38 19-38 <19No. of Sunfish Spp. >3 2-3 <2

%Omnivores <16 16-28 >28

%Top Carnivores >10 5-10 <5

%DELT Anomalies <0.5 0.5-3.0 >3.0Relative Abundance >450 200-450 <200____________________________________________

No. of Sucker Spp. >5 3-5 <3Intolerant Species >3 2-3 <2%Tolerant Species <15 15-27 >27

%Insectivores >54 27-54 <27

Varies x Drainage Area>600 sq. mi.

%Simple Lithophils<600 sq. mi. >50 25-50 <50

Page 41: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Ohio Biological Criteria: Adopted May 1990(OAC 3745-1-07; Table 7-14)

Page 42: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Stressor Gradient HighLow

Mea

sure

men

t sca

le (e

.g.,

IBI)

Min

Max

EWHEWH

WWHWWH

MWH

LRW

Exceptional

Very good

Good

Marginallygood

Fair

Poor

Verypoor

Meets interim CWA goal

UAA required

Minimum level of protection afforded by CWA

Condition gradient

Range of reference dataset Range of reference dataset “Anchors the BCG”“Anchors the BCG”

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Biological Criteria: III

• Biological criteria represent a calibrated assessment tool which fosters an organized goal setting process in an effort to reconcile human impacts and guide restoration efforts.

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Maine DEP Bioassessments

Page 45: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

0

5000

10000

15000

20000

25000

30000

35000

40000

45000

50000

GNP&P-1 GNP&P-2 LINCOLN P&P

KG

/DA

Y

19731981

1997

ESTIMATED TSS (KG/DAY) FOR THREE PULPESTIMATED TSS (KG/DAY) FOR THREE PULPAND PAPER MILLS ON THE PENOBSCOT RIVERAND PAPER MILLS ON THE PENOBSCOT RIVER

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GENERIC RICHNESSGENERIC RICHNESS

0

10

20

30

40

50

60

1974 1981 1992 1993 1994 1995

TOTA

L N

UM

BE

R O

F G

EN

ER

A

W. Br. PENOBSCOT

LINCOLN (ABOVE)

LINCOLN (BELOW)

COSTIGAN

Page 47: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

RELATIVE ABUNDANCE OLIGOCHAETARELATIVE ABUNDANCE OLIGOCHAETA

0.0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0.8

0.9

1.0

1974 1981 1992 1993 1994 1995

AB

UN

DA

NC

E O

LIG

OC

HA

ETE

S /

TOTA

L A

BU

ND

AN

CE

W. Br. PENOBSCOT

LINCOLN (ABOVE)

LINCOLN (BELOW)

COSTIGAN

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0

10

20

30

40

50

60

20

30

40

50

60

1975 1980 1985 1990 1995 2000

Hillside Road (RM 15.6) Fish and Macroinvertebrate Trends

ICI

IBI

INV

ER

TEBR

ATE

CO

MM

UN

ITY

IND

EX

(IC

I)IN

DE

X OF B

IOTIC

INTE

GR

ITY (IB

I)

Good

YEAR

Good

FairFair

ICI (WWHBiocriterion0

Exceptional

Poor

Poor

Very PoorVery Poor = 0

IBI (WWHBiocriterion0

12

Cuyahoga River

Page 49: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Ohio Large Rivers Ohio Large Rivers Bioassessment: Bioassessment: 1979 1979 -- presentpresent

•• Multiple stressors Multiple stressors (point & nonpoint (point & nonpoint sources, habitat, sources, habitat, hydromodification)hydromodification)

•• Intensive survey Intensive survey designdesign

•• Repeat samplings >1 to Repeat samplings >1 to 55--10 years; supports 10 years; supports before & after before & after assessmentsassessments

•• Aggregate assessment Aggregate assessment for waterbody subclass for waterbody subclass (>150(>150--500 mi.500 mi.22))

Page 50: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

POINT SOURCESPOINT SOURCES

Domestic WastewaterDomestic Wastewater Industrial WastewaterIndustrial Wastewater

Multiple, Interactive Multiple, Interactive SourcesSources Acute/Chronic EffectsAcute/Chronic Effects

Mission Accomplished?Mission Accomplished?Declarations of “total victory” Declarations of “total victory”

–– are they premature?are they premature?

Many large rivers are effluent Many large rivers are effluent dominated by treated sewage dominated by treated sewage flows flows –– growth pressures are growth pressures are taxing existing infrastructure taxing existing infrastructure

and assimilative capacityand assimilative capacity

Page 51: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

NONPOINT SOURCESNONPOINT SOURCES

Severe Bank ErosionSevere Bank Erosion Urban StormwaterUrban Stormwater

Siltation of SubstratesSiltation of SubstratesRiparian EncroachmentRiparian Encroachment

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HYDROMODIFICATION HYDROMODIFICATION

Hydroelectric ProductionHydroelectric Production Flow FluctuationsFlow Fluctuations

Flow StarvationFlow Starvation LowLow--head Damshead Dams

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Page 54: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

IND

EX

OF

BIO

TIC

INTE

GR

ITY

(IB

I)

Principal Impact Type

WWHCriterion(IBI=42)

EWHCriterion(IBI=48)

"Before"

12

"After"20

30

40

50

60

Ag. NPS WWTP Industrial/Toxic/Other

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Page 56: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

1. Free-flowing river (WWH use designation): Upstream from urban area ECBP Ecoregion - Wading site type: IBI = 40 MIwb = 8.3 ICI = 36

2. Impounded river (MWH use designation):Within urban area ECBP Ecoregion - Boat site type: IBI = 30 MIwb = 6.6 ICI = N/A

Limiting Factors:• chemical water quality• energy/flow dynamics• physical habitat

Limiting Factors:• physical habitat• energy/flow dynamics• chemical water quality

Flow Direction

Application of Biocriteria in Complex Settings

Limiting Factors:• chemical water quality• physical habitat• flow/energy dynamics

3. Free-flowing river (WWH use designation):Downstream from urban areaECBP Ecoregion - Boat site type: IBI = 42 MIwb = 8.5 ICI = 36

CSOs WWTP

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BODBOD

D.O.D.O.

BODBOD

ToxicantToxicant

D.O.D.O.

D.O. “Sag”D.O. “Sag”

Con

cent

ratio

n/B

iolo

gica

l Ind

ex o

r Met

ricC

once

ntra

tion/

Bio

logi

cal I

ndex

or M

etric

RIVER MILERIVER MILE

Flow

BiocriterionBiocriterion

Resurrecting the Concept of the Pollution Resurrecting the Concept of the Pollution Impact Continuum in Rivers: It Still ExistsImpact Continuum in Rivers: It Still Exists

After Bartsch and Ingram (1967)

Page 58: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Demonstrating Changes Through Time: Scioto River 1980 - 1994

ProposedEWH

ProposedMWH (Impounded)

Page 59: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

20

30

40

50

60

1979

1980

1981

1985

1986

1987

1988

1989

1990

1991

1992

1993

1994

1995

1996

IND

EX O

F B

IOTI

C IN

TEG

RIT

Y (I

BI)

12

CompostingOn-line

AWTCompleted

BypassesEliminated

EWHBiocriterion

WWHBiocriterion

-200

-150

-100

-50

0

50

100

150

200

Negative ADV/Mi. (Impaired)Positive ADV/Mi. (Attainment)

1979

1980

1981

1985

1986

1987

1988

1989

1990

1991

1992

1993

1994

1995

1996

AR

EA

OF

DEG

RA

DA

TIO

N V

ALU

E (U

NIT

S/M

I)

CompostingOn-line

AWTCompleted

BypassesEliminated

YEAR

Demonstrating Changes Through Time: Scioto River (1979 Demonstrating Changes Through Time: Scioto River (1979 –– 1996) 1996)

Page 60: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Jackson Pike WWTP – 75 MGDColumbus Southerly WWTP – 125 MGD

Combined 200 MGD = 90-95% of summer base flow

Page 61: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

1. Management actions

2. Response to management

3. Stressor abatement

4. Ambient conditions

5. Direct exposure to effects of pollution

6. Biological response

Administrative indicators[permits, plans, grants, enforcement,[technologies used, BMPs installed]

Endpoint of Concern: “ecological health”

Stressor indicators[effluent reduction, changes in land-use practices]

Exposure indicators[pollutant conc., flow or physical habitat alteration, assimilation and uptake of pollutants, reduced spawning habitat, nutrient dynamics changes, sedimentation effects, etc.]

Response indicators[biological metrics, multimetric indexes, target species, other biological measures]

Measuring and Managing Environmental Progress: Hierarchy of Indicators

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BIOLOGICAL RESPONSE SIGNATURES: Complex Toxic vs. Agric. NPS (Row Crop)

after Yoder and Rankin (1995)

Page 63: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Heavy Tumor Heavy Tumor on a Carpon a Carp

Heavy Erosion on a Heavy Erosion on a Silver RedhorseSilver Redhorse

Heavily Eroded Heavily Eroded Barbels & Barbels & Deformities on a Deformities on a Yellow BullheadYellow Bullhead

Normal Barbles on Normal Barbles on a Yellow Bullheada Yellow Bullhead CricotopusCricotopus Midges: Midges:

A Key Indicator of A Key Indicator of ToxicityToxicity

Oligochaetes: A Oligochaetes: A Key Indicator of Key Indicator of Organic Organic EnrichmentEnrichment

Biological Response Signatures: Key AttributesBiological Response Signatures: Key Attributes

Page 64: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Habitat structure

Flow regime

Energy source

Biotic interactions

WQ& toxicity

Altered waterresource features

“stress & exposure”

Biologicalendpoint

Biological Response A

Biological Response C

Linking Biological Responses to Stressors

Human activity: “the drivers”

Alterations,Impacts

Biological Response B

Stressor(s)

Res

pons

e(s)

Page 65: Yoder | US EPA ARCHIVE DOCUMENTWhat Is Adequate Monitoring & Assessment (M&A)? • Biological, chemical, & physical indicators. • Adherence to stressor, exposure, response roles

Good quality biological data Good quality biological data and a and a process for using itprocess for using it is essential for is essential for

improving the management of aquatic improving the management of aquatic resources and bringing policy and resources and bringing policy and

legislation into the 21legislation into the 21stst CenturyCentury