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United States Department of Agriculture Forest Service Rocky Mountain Research Station General Technical Report RMRS-GTR-70 January 2001 Monitoring Wilderness Stream Ecosystems Jeffrey C. Davis G. Wayne Minshall Christopher T. Robinson Peter Landres
Transcript
Page 1: Monitoring wilderness stream ecosystems · 2016-08-05 · Most of the methods described here were developed, tested, and re-fined for wilderness use over the past 17 years by members

United StatesDepartment ofAgriculture

Forest Service

Rocky MountainResearch Station

General TechnicalReportRMRS-GTR-70

January 2001

MonitoringWilderness StreamEcosystemsJeffrey C. DavisG. Wayne MinshallChristopher T. RobinsonPeter Landres

Page 2: Monitoring wilderness stream ecosystems · 2016-08-05 · Most of the methods described here were developed, tested, and re-fined for wilderness use over the past 17 years by members

Abstract

Davis, Jeffrey C.; Minshall, G. Wayne; Robinson, Christopher T.; Landres,Peter. 2001. Monitoring wilderness stream ecosystems. Gen. Tech. Rep.RMRS-GTR-70. Ogden, UT: U.S. Department of Agriculture, ForestService, Rocky Mountain Research Station. 137 p.

A protocol and methods for monitoring the major physical, chemical, andbiological components of stream ecosystems are presented. The monitor-ing protocol is organized into four stages. At stage 1 information isobtained on a basic set of parameters that describe stream ecosystems.Each following stage builds upon stage 1 by increasing the number ofparameters and the detail and frequency of the measurements. Stage 4supplements analyses of stream biotic structure with measurements ofstream function: carbon and nutrient processes. Standard methods arepresented that were selected or modified through extensive field applica-tion for use in remote settings.

Keywords: bioassessment, methods, sampling, macroinvertebrates,production

The Authors

Jeffrey C. Davis is an aquatic ecolo-gist currently working in Coastal Man-agement for the State of Alaska. Hereceived his B.S. from the Universityof Alaska, Anchorage, and his M.S.from Idaho State University. His re-search has focused on nutrient dy-namics and primary production infreshwater streams.

G. Wayne Minshall is Professor ofEcology at Idaho State University. Hereceived his B.S. in fisheries manage-ment from Montana State Universityand his Ph.D. in zoology from theUniversity of Louisville. He laterserved as a NATO PostdoctoralFellow at the Freshwater BiologicalAssociation Laboratory in England.Dr. Minshall is an internationally rec-ognized expert on the ecology of flow-ing waters. His research interests

emphasize aquatic benthic inverte-brates, community dynamics, andstream ecosystem structure and func-tion. For the past 19 years he hasbeen conducting research on thelong-term effects of wildfires onstream ecosystems. He has authoredover 100 peer-reviewed journal ar-ticles and 85 technical reports. He hasserved on advisory panels for the Na-tional Science Foundation (Environ-mental Biology, Long Term Ecologi-cal Research, NATO PostdoctoralFellowships) and the National Re-search Council (Graduate Fellow-ships in Biology, Committee on InlandAquatic Ecosystems).

Christopher T. Robinson is a StreamEcologist with the Swiss Federal In-stitute for Environmental Scienceand Technology (EAWAG/ETH) work-ing on the ecology of alpine streams.He received his Ph.D. from Idaho

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Rocky Mountain Research Station324 25th Street

Ogden, UT 84401

come from the National ScienceFoundation, USDA Forest Service,Idaho State University, and personalcontributions of the participants. Weare indebted to the participants whowere involved in the many back coun-try sampling expeditions during thattime, especially Douglas A. Andrews,James T. Brock, and Dale A. Bruns.Their curiosity and inventivenessaided in the evolution of these meth-ods. Michael T. Monaghan providedinsightful comments on thepenultimate draft of this document.Review and comments on this docu-ment by Bert Cushing, Peter Bowler,and Luna Leopold were greatly ap-preciated. Comments from LarrySchmidt and John Potyondy of theRocky Mountain Research StationStream Systems Technology Centerhelped ensure the use of standardmethods in the “Discharge” and“Stream and Substratum Morphol-ogy” chapters. Preparation of thismanual, development of protocols,and development and testing of ad-vanced procedures (especiallystages 3 and 4) was funded by theAldo Leopold Wilderness ResearchInstitute, Rocky Mountain ResearchStation, USDA Forest Service.

State University in 1992. While inIdaho, he studied the effects of wild-fire on stream ecosystems and onthe bioassessment of wildernessstreams. He has conducted ecologi-cal investigations on freshwater sys-tems in Latvia and Russia.

Peter Landres is Research Ecologistat the Rocky Mountain ResearchStation’s Aldo Leopold WildernessResearch Institute in Missoula,Montana. He received his B.S. innatural science from Lewis and ClarkCollege and his Ph.D. from UtahState University. His research isbroadly concerned with developingthe ecological knowledge to improvewilderness management nationwideand, specifically on the landscape-scale, understanding of fire and itsrestoration as a natural process inwilderness.

Acknowledgments

Most of the methods describedhere were developed, tested, and re-fined for wilderness use over the past17 years by members of the StreamEcology Center at Idaho State Uni-versity. Support for the research inwhich these methods were used has

Federal Recycling Program Printed on Recycled Paper

The use of trade or firm names in this publication is forreader information and does not imply endorsement by theU.S. Department of Agriculture of any product or service.

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ContentsPage

Introduction .................................... 1Scope and Organization ............... 2Goals and Objectives .................... 2Selecting Appropriate

Measurements ...................... 3Stage 1 ...................................... 7Stage 2 ...................................... 9Stages 3 and 4 .......................... 9

Selecting Sampling Locations ..... 13Selecting Sampling

Reaches .............................. 13Selecting Sampling Locations

Within a Reach ................... 16Sampling Frequency ................... 20

Spatial Scale and SamplingFrequency ........................... 20

Sampling Frequency andInvestigated Parameters ..... 21

Evaluating Differences ................ 22Temperature ................................. 25

Methods: Stage 1, Stage 2,Stage 3 .................................... 25

Discharge ...................................... 28Methods: Stage 2 ........................ 28Methods: Stage 3, Stage 4 ......... 29

Solar Radiation ............................. 33Methods: Stage 1 ........................ 34Methods: Stage 2 ........................ 35Methods: Stage 3 ........................ 35Methods: Stage 4 ........................ 36

Stream and SubstratumMorphology ................................... 37

Methods: Stage 1 ........................ 38Methods: Stage 2 ........................ 38Methods: Stage 3 ........................ 40

Water Quality ................................ 41Methods: Stage 1 ........................ 42

Specific Conductance/TotalDissolved Solids ................. 42

pH ........................................... 43Turbidity .................................. 43Alkalinity .................................. 43Hardness ................................. 46Estimation of Major Ions ......... 47

Methods: Stage 2 ........................ 47Calcium ................................... 47Nitrate Nitrogen ....................... 48Orthophosphorus .................... 49

Methods: Stage 3 ........................ 50Nitrogen: Ammonia ................. 50Nitrogen: Nitrate ...................... 50

DissolvedOrthophosphorus ................ 50

Nutrient Flux ............................ 50Macroinvertebrates ...................... 52

Methods ...................................... 52Methods: Stage 1 ........................ 55Methods: Stage 2 ........................ 59Methods: Stage 3 ........................ 61

Fish ................................................ 65Methods: Stage 1 ........................ 65

Algae/Periphyton .......................... 67Methods: Stage 2 ........................ 68Methods: Stage 3 ........................ 72

Large Woody Debris .................... 73Methods: Stage 1 ........................ 73Methods: Stage 2 ........................ 73

Benthic Organic Matter ............... 78Methods: Stage 2 ........................ 78Methods: Stage 3 ........................ 78

Transported Organic Matter ........ 80Methods: Stage 3 ........................ 80

Organic Matter Decomposition ... 82Methods: Stage 4 ........................ 82

Primary Production ...................... 85Methods: Stage 3 ........................ 86Methods: Stage 4 ........................ 86

Carbon Turnover Length ......... 89Nutrient Dynamics ....................... 90

Methods: Stage 3 ........................ 91Nutrient Limitation: N:P

Ratios .................................. 91Testing Potential Nutrient

Limitation ............................ 92Ecosystem Uptake

Parameters: OpenSystem Methods ................. 94

Stage 4: Component UptakeParameters ....................... 100

References .................................. 102Additional General

References ........................ 108Appendix A: Wilderness

Monitoring Equipment List .... 109Stage 1 ...................................... 109Stage 2 ...................................... 110Stage 3 ...................................... 111Stage 4 ...................................... 111

Appendix B: Vendor List .............. 113Appendix C: Macroinvertebrate

List ........................................ 117

Page

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Monitoring WildernessStream Ecosystems

Authors:

Jeffrey C. Davis

G. Wayne Minshall

Christopher T. Robinson

Peter Landres

Page 6: Monitoring wilderness stream ecosystems · 2016-08-05 · Most of the methods described here were developed, tested, and re-fined for wilderness use over the past 17 years by members

1USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Wilderness streams are a unique and valued resource, offering many ofthe “enduring benefits” envisioned by passage of the Wilderness Act of1964. These benefits include fresh water and places to fish, relax, and enjoynature; unique habitats for plants and animals; reference sites to judgedirect and indirect impacts to our natural environment; and perhaps aplace where we can learn how to be stewards of the land and water.Wilderness streams, because they are relatively unaffected by peoplecompared to most other streams, present one of the best opportunities forlearning about stream ecosystems and how they function. The value ofwilderness streams as a place to learn and as an ecological benchmark tojudge impacts is growing daily.

Myriad impacts threaten wilderness streams. Because of human andphysical nature, most threats inexorably move toward streams. People whovisit wilderness concentrate around streams and lakes, causing manytypes of problems, including:

• Removal of surrounding vegetation in turn causing increased ero-sion, sediment deposition, and turbidity;

• Introduction of human and other animal wastes, and chemicalssuch as fuel, soaps, and skin lotions;

• Trampling of bed material within streams and on stream marginsthereby disrupting fish spawning and rearing areas, amphibianreproduction, and macroinvertebrates.

Other impacts include leachate from abandoned or active mines andatmospheric deposition of acids and other pollutants that eventually washinto streams and lakes. Cattle and other livestock spend much of theirtime close to water, especially in the drier wilderness areas of the westernUnited States. Furthermore, compared to the total land area of mostwildernesses, streams are rare and therefore impacts to them are of greaterrelative importance and significance.

Despite important social and biological values of wilderness streams andrecognition of the many threats to them, our understanding of theserelatively pristine aquatic ecosystems is meager. There are several reasonsfor this lack of knowledge. First, there are no roads in wilderness and roadshave become the primary means of access for most scientists. The logisticaland practical hurdles of hauling sampling gear on foot or horse deters mostscientists. Second, there are no electrical outlets in the backcountry and

Introduction

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2 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

scientific equipment is increasingly dependent on electricity. And third,ecosystem-level understanding often requires manipulating the environ-ment, and wilderness is the one place where such manipulation usually isnot allowed. Also, understanding the functional parameters of ecosystemstypically requires large amounts of expensive and bulky equipment that iscostly and difficult to transport.

This manual provides information to overcome most or all of thesechallenges by demonstrating how to monitor streams in the backcountrywilderness using equipment that is lightweight, portable, and rugged. Ouroverall goal and purpose in developing this manual is to provide guidanceto biologists and wilderness managers who are interested in developingbaseline information and in evaluating known or likely impacts to wilder-ness streams.

Scope and Organization _________________This manual provides detailed guidance on how to acquire data on

wilderness streams. We offer instruction on monitoring the entire range ofstructural and functional stream parameters in a staged monitoringsystem that provides increasing detail and rigor at each successive stage.This staged system offers maximum flexibility allowing modification forparticular situations, goals, and needs. It is organized in a manner that,while ensuring the analysis of key factors, allows for modification toaddress particular objectives.

We begin, through the remainder of this introduction, by addressing thebasic questions that occur when initiating a monitoring program. Whatstream components or factors should be measured? From where shouldsamples be taken? How often should samples be collected? How aredifferences between or among locations and streams detected? Followingthe introduction, detailed discussions are presented of the methods thathave been proven effective in evaluating the physical and biotic compo-nents in wilderness streams. The knowledge gained by the users of thismanual will help to fill the information gap on wilderness streams.

Goals and Objectives ___________________Clearly outlining the goals and objectives of a monitoring program will

focus effort in the proper direction and thereby eliminate the needless costsassociated with collecting irrelevant data. Monitoring goals generally fallinto two main categories: obtaining baseline information or evaluatingpotential impacts. Wilderness areas often contain the only unimpactedstreams within a region. Obtaining baseline data from within a wildernessarea can provide important information on the structure and function ofunimpacted stream ecosystems. These data then can be used to determinethe extent of impact in streams subjected to various degrees or types ofinfluence. Obtaining baseline data within wilderness areas also is benefi-cial for the evaluation of potential, unforeseen impacts. The monitoring

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3USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

goal of obtaining baseline data can be further refined to a specific objective.For example, the effects of livestock grazing on small upland Forest Servicestreams may be a regional concern. The objective of the monitoring programwould then be refined to obtain data on similar small upland wildernessstreams. By defining goals and objectives, we have reduced potentialsampling sites from all wilderness streams to small upland wildernessstreams. More detailed stream classification (discussed below) can furtherreduce the number of potential sampling sites.

The same logic applies for the goal of evaluating impacts. For example,camp sites generally are concentrated within the stream/riparian corridor,particularly where trails approach or cross streams. This concentrated usecould result in the compaction of soil, removal of riparian vegetation,increased streambank erosion, and clearing of downed timber for firewood.All these factors could negatively impact stream systems. Therefore, themonitoring objective may be to determine whether these camp sites areimpacting the stream. Initial observations and stream classification couldconfirm such negative impact or demonstrate that most of the problem sitesare on streams that have a low slope, are not confined, and have a relativelylarge floodplain. This information could help to further refine monitoringobjectives and sampling locations.

Selecting Appropriate Measurements ______The stream factors measured at each sampling location are outlined in

table 1 (Minshall 1994). The physical and biotic factors in table 1 areorganized into four different stages. Each increase in stage increases thelevel of analysis and the number of factors measured. Stage 1 is consideredthe minimum level of analysis required. Each subsequent stage incorpo-rates the measures of the previous stage. The procedures consist of a nestedseries of measurements grouped in units or “subsets” and arranged toprogressively increase the information available for management deci-sions, and permit adjustments for specific types of problems. A nestedarrangement assures that a basic set of comparable measurements will bemade in all cases but also permits further tailoring of the program forspecific needs and available resources. That is, the monitoring plan ensuresmeasurements of basic ecosystem factors at stage 1, and provides flexibilitythrough incorporation of additional levels (stages) of analysis for certainfactors, or through higher levels of analysis.

The monitoring objective, type of problem (for example, nutrients versustoxic metals), and use of information (for example, a local managementquestion versus legal litigation) will determine the necessary stage ofanalysis. However, selecting the appropriate stage of analysis will requirea management decision based on monitoring objectives and a basic under-standing of stream ecosystems. For example, if the monitoring objective isto obtain baseline information for comparison with potential future im-pacts to small upland streams, then stage 1 analysis could be conducted atmost sites, with stage 3 or 4 analysis conducted at 1 or 2 long-term referencelocations. If the monitoring objective is to evaluate potential changes in

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4 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tab

le 1

—H

iera

rchi

cal s

eque

ncin

g of

mea

sure

men

ts o

f str

eam

env

ironm

enta

l con

ditio

ns s

uita

ble

for a

pplic

atio

n at

the

stre

am s

egm

ent l

evel

and

low

er (

excl

udin

g ha

bita

t fea

ture

s ad

dres

sed

in ta

ble

2), a

rran

ged

in o

rder

of i

ncre

asin

g de

tail,

with

eac

h su

bseq

uent

sta

ge in

tend

edto

be

cum

ulat

ive.

Sta

ge

1M

easu

rem

ent/

feat

ure

Pu

rpo

se

Env

ironm

enta

l fac

tors

:T

empe

ratu

re24

-hou

r m

axim

um a

nd m

inim

um d

urin

gE

stim

ate

of a

nnua

l max

imum

and

die

l cha

nge

war

mes

t mon

th o

f the

yea

rS

olar

rad

iatio

nY

early

est

imat

es u

sing

Sol

ar P

athf

inde

rR

elat

ive

shad

ing

by v

eget

atio

n an

dto

pogr

aphi

c fe

atur

esS

ubst

ratu

mM

ean

and

coef

ficie

nt o

f var

iabi

lity

(CV

)M

ean

part

icle

siz

e di

strib

utio

n an

dof

b-a

xis

for

≥100

ran

dom

ly s

elec

ted

hete

roge

neity

part

icle

sA

lkal

inity

Bas

ic w

ater

che

mis

try

anal

yzed

usi

ngG

ener

al w

ater

qua

lity

Har

dnes

sst

anda

rd m

etho

dspH S

peci

fic c

ondu

ctan

ceT

urbi

dity

Bio

tic fa

ctor

s:La

rge

woo

dy d

ebris

Tot

al c

ount

with

in r

each

Abu

ndan

ce o

f str

uctu

ral c

ompo

nent

Mac

roin

vert

ebra

tes

Rap

id b

ioas

sess

men

t pro

toco

l III

Bio

tic c

ondi

tion

indi

cato

rs a

ndco

mm

unity

str

uctu

re in

dice

sF

ish

(If s

peci

fical

ly d

esire

d)A

ppro

pria

te m

etric

s, d

ensi

ty a

nd b

iom

ass

Bio

tic c

ondi

tion

indi

cato

rs a

nd c

omm

unity

estim

ates

stru

ctur

e in

dice

s

Sta

ge

2M

easu

rem

ent/

feat

ure

Pu

rpo

se

Env

ironm

enta

l fac

tors

:S

olar

rad

iatio

nP

oint

inco

min

g so

lar

radi

atio

n re

achi

ngM

easu

rem

ent o

f dai

ly s

olar

ene

rgy

inpu

tst

ream

sur

face

at 9

, 12,

3, a

nd 6

on

a cl

ear

day

in s

umm

erT

empe

ratu

reS

easo

nal 3

0-da

y th

erm

ogra

ph r

ecor

dsIm

prov

ed c

hara

cter

izat

ion

of th

erm

al r

egim

ean

d he

at b

udge

t

(con

.)

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5USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Dis

char

geS

umm

er b

asef

low

Cha

ract

eriz

e st

ream

siz

e; p

erm

it ca

lcul

atio

nof

flux

esS

ubst

ratu

mE

mbe

dded

ness

and

sta

bilit

yE

stim

ate

of s

uita

bilit

y of

str

eam

bed

for

fish

(egg

) an

d in

vert

ebra

te s

urvi

val

Cal

cium

Filt

ered

sam

ple

Del

inea

tion

of m

ain

catio

ns a

nd p

rinci

pal

Mag

nesi

umC

olor

imet

ric fi

eld

proc

edur

epl

ant n

utrie

nts

Nitr

ate-

NP

hosp

horu

s (o

rtho

)S

ulfa

teB

iotic

fact

ors:

Larg

e w

oody

deb

risA

bund

ance

and

ran

ked

scor

e ba

sed

onQ

uant

ifica

tion

of a

n im

port

ant c

ompo

nent

of

impo

rtan

cest

ream

sA

lgae

Per

iphy

ton

chlo

roph

yll- a

and

bio

mas

sQ

uant

ifica

tion

of a

n im

port

ant f

ood

sour

cean

d bi

otic

indi

cato

rB

enth

ic o

rgan

ic m

atte

rT

otal

Qua

ntifi

catio

n of

an

impo

rtan

t foo

d so

urce

Inve

rteb

rate

sT

otal

den

sity

, bio

mas

s, a

nd a

naly

sis

byE

stim

ates

of 2

° co

nsum

er p

rodu

ctio

nfu

nctio

nal f

eedi

ng g

roup

Sta

ge

3M

easu

rem

ent/

feat

ure

Pu

rpo

se

Env

ironm

enta

l Fac

tors

:S

olar

rad

iatio

nS

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m s

urfa

ce, s

tand

ard,

dep

th a

nd b

otto

mE

stim

ate

of s

olar

inpu

tP

AR

sea

sona

lly o

n cl

ear

days

Tem

pera

ture

Ann

ual t

herm

ogra

ph r

ecor

dsIm

prov

ed in

form

atio

n co

nten

tD

isch

arge

Pla

cem

ent o

f str

eam

sta

ge h

eigh

t gau

ges;

Impr

oved

cha

ract

eriz

atio

n of

flow

reg

ime

5 se

ason

al in

stan

tane

ous

mea

sure

men

tsC

urre

nt v

eloc

ity a

nd d

epth

Mea

sure

d at

ran

dom

loca

tions

thro

ugho

utC

hara

cter

izat

ion

of s

trea

m h

abita

t sui

tabi

lity;

stud

y ar

ea. D

eter

min

e m

ean

curr

ent

dete

rmin

atio

n of

hyd

raul

ic s

tres

sve

loci

ty

Tab

le 1

(C

on.)

Sta

ge

2M

easu

rem

ent/

feat

ure

Pu

rpo

se

(con

.)

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6 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Am

mon

ia-N

Labo

rato

ry a

naly

sis

of fi

ltere

d sa

mpl

esF

urth

er d

etai

l reg

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ng n

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en d

ynam

ics

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rient

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Con

cent

ratio

n X

dis

char

ge (

with

Mea

sure

of r

esou

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avai

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lity

(Fis

her 1

990)

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entr

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n de

term

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ions

upgr

aded

to la

bora

tory

qua

lity)

Bio

tic fa

ctor

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tom

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mun

ity m

etric

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iotic

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ditio

n in

dica

tor

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thic

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ter

Par

titio

ned

into

coa

rse

and

fine

size

s an

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efin

ed fo

od r

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ysis

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rans

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as fo

r be

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c or

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ter

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r fil

ter

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rodu

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otal

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tem

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abol

ism

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ng o

pen-

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sure

of e

cosy

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tion,

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duct

ivity

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tion

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etho

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d tr

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utrie

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n sy

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ram

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onse

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ient

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ition

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ge

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ure

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l fac

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olar

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oved

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ion

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tic fa

ctor

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tion

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k de

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stim

ate

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tion

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icro

bial

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det

ritiv

ores

Eco

syst

em p

rodu

ctio

n/

res

pira

tion

Act

ivity

rat

es o

f col

oniz

ed tr

ays

of n

ativ

eM

easu

re o

f eco

syst

em fu

nctio

n, p

rodu

ctiv

ity,

subs

trat

a m

easu

red

in r

ecirc

ulat

ing

and

trop

hic

stat

e fo

r ea

ch c

ompo

nent

cham

bers

Nut

rient

spi

ralin

gU

ptak

e ra

te o

f com

pone

nts

mea

sure

d in

Upt

ake

effic

ienc

ies

of e

ach

com

pone

ntre

circ

ulat

ing

cham

bers

Sec

onda

ry p

rodu

ctio

nM

onth

ly m

easu

rem

ents

of i

nver

tebr

ate

Mea

sure

of i

mpa

cts

on fi

sh-f

ood

prod

ucin

gst

andi

ng c

rops

capa

bilit

y of

str

eam

s

Tab

le 1

(C

on.)

Sta

ge

3M

easu

rem

ent/

feat

ure

Pu

rpo

se

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7USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

water chemistry near camp sites, then stage 1 analysis should be enhancedby incorporating stage 4 analysis of water chemistry and stage 3 analysisof nutrient limitation.

Included are measurements of physical and chemical factors that ad-dress the known key stream ecosystem parameters (Minshall 1994). Estab-lished (standard) procedures are used, where possible, in order to permitrapid deployment and to assure comparability among studies and technicalpersonnel. The recommended procedures are sufficiently robust to beapplicable over a wide variety of situations.

Stage 1

Stage 1 procedures are based on the Environmental Protection Agency’sRapid Bioassessment Protocols (RBP) (Plafkin and others 1989) for bothhabitat and biotic (macroinvertebrates, fish) components (MacDonald andothers 1991). The combination of RBP III and V are used in the ecosystemassessments addressed in this study. We have modified the original RBP IIIprotocol to involve the analysis of 300 or more specimens, and use of 250µm-mesh Surber net or comparable quantitative sampling device. Includedin this stage is a basic evaluation of physical habitat (temperature,discharge, substratum) and diagnostic water quality conditions (alkalinity,hardness, pH, specific conductance, turbidity).

Stage 1 protocols assume that all of the data needed at this level ofanalysis will be obtained at the time the stream is visited and that may beonly once a year or less. Consequently, this stage provides only the minimalinformation required to broadly characterize conditions. Maximum andminimum temperature measurements over 24 hours provides a measure ofthe range of values (both absolute and range) to which the organisms areexposed during any particular time of the year. Measurements during thewarmest month provide information for one of the most stressful periodsand, when combined with an estimate of the annual minimum temperature(often near 0 °C), can be used to estimate the annual range. Measurementof the intermediate axis of 100 or more randomly selected pieces ofsubstratum (popularly known as the pebble count procedure) provides agood characterization of inorganic materials covering the streambed, andfacilitates determination of a bed-stability index. Collectively, the sug-gested chemical measures can provide a good general characterization ofwater quality conditions (see Water Quality section).

In addition to the factors specified in table 1, a habitat characterization,as described by Plafkin and others (1989), and detailed site classification(table 2, 3) should be conducted as a means of adequately describing andclassifying the study site and providing additional measures of physicalconditions. Photographs supplement the site characterization and, alongwith global positioning systems, can be used to identify sampling locationsin subsequent years.

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8 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tab

le 2

—S

patia

l hie

rarc

hica

l cla

ssifi

catio

n of

thre

e B

ig C

reek

wild

erne

ss s

trea

ms

(fro

m M

onag

han

and

Min

shal

l 199

6).

Str

eam

hab

itat

(lin

ear

spat

ial s

cale

)D

efin

ing

mea

sure

sS

trea

m c

har

acte

rist

ics

Bio

geoc

limat

ic r

egio

nR

egio

nal c

limat

eN

orth

ern

Roc

ky M

ount

ains

Eco

regi

on, s

emi-a

rid s

tepp

e;(1

05 m

)ho

t dry

sum

mer

s, c

old

snow

y w

inte

rs (

Bai

ley

1989

;R

obin

son

and

Min

shal

l 199

5)R

egio

nal g

eolo

gyC

entr

al Id

aho

nort

hern

Roc

ky M

ount

ains

(A

lt an

d H

yndm

an 1

989)

Reg

iona

l top

ogra

phy

Nar

row

ste

ep-s

ided

can

yons

; for

este

d m

ount

ain

tops

Reg

iona

l ter

rest

rial v

eget

atio

nS

emi-a

rid s

tepp

e fo

rest

and

gra

ssla

ndF

low

reg

ime

Hig

h sn

owm

elt d

isch

arge

, con

stan

t sum

mer

bas

eflo

w, r

are

sum

mer

spa

tes

Str

eam

sys

tem

Loca

l clim

ate

74 c

m p

reci

pita

tion

annu

ally

, 54

perc

ent b

etw

een

Nov

embe

r(1

03-1

04 m

)an

d M

arch

Loca

l geo

logy

Pre

cam

bria

n m

etam

orph

ic s

chis

ts a

nd g

neis

ses

with

Cre

tace

ous

and

Eoc

ene

gran

itic

intr

usio

ns o

f the

Atla

nta

(Ida

ho)

bath

olith

(Alt

and

Hyn

dman

198

9)Lo

cal t

opog

raph

yC

liff C

reek

—so

uthe

rn a

spec

t; P

ione

er—

nort

hern

asp

ect;

Rus

h—no

rthe

rn a

spec

tLo

cal t

erre

stria

l veg

etat

ion

Dou

glas

-fir

and

pond

eros

a pi

ne; e

xten

sive

are

as o

f bar

e ro

ck;

open

are

as o

f sag

ebru

sh a

nd g

rass

The

rmal

reg

ime

Sum

mer

min

/max

of 9

/20

°C

Seg

men

t sys

tem

Trib

utar

y ju

nctio

nsR

ush—

betw

een

Lew

is C

reek

trib

utar

y an

d co

nflu

ence

with

(102

-103

m)

Big

Cre

ekM

ajor

geo

logi

cC

liff—

chan

ge fr

om g

rani

te to

sch

ist/g

neis

s be

droc

k oc

curs

abo

vedi

scon

tinui

ties

stud

y re

ach;

Pio

neer

—no

ne n

oted

; Rus

h—no

ne n

oted

Rea

ch s

yste

mC

hann

el s

lope

Clif

f—0.

18; P

ione

er—

0.25

; Rus

h—0.

01(1

01 -

102

m)

Val

ley

form

Clif

f—na

rrow

type

A2

Ros

gen

(199

4) c

lass

ifica

tion;

Pio

neer

—na

rrow

type

A3;

Rus

h—le

ss c

onfin

ed ty

pe B

3B

ed m

ater

ial

Ero

ded

cobb

le a

nd g

rave

lR

ipar

ian

vege

tatio

nB

irch,

ald

er, m

ount

ain

map

le, s

ervi

cebe

rry

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9USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Stage 2

Stage 2 provides a more complete measure of environmental conditionsand an analysis of the food resources available to the heterotrophs.Thermograph records are used for identifying and quantifying importantaspects of the thermal regime (Vannote and Sweeney 1980). They areequally important for quantifying thermal budgets (for example, cumula-tive degree-days) that are important in explaining aquatic invertebrate andlitter-processing responses (Cummins and others 1989). The benthicinvertebrate analysis is expanded beyond stage 1 to include total density(abundance per unit area), biomass (which require accounting for allorganisms in a sample), and partitioning of the results by functional feedinggroup (Cummins 1973; Merritt and Cummins 1996). For this stage, habitatfeatures are quantified using procedures such as those described byMacDonald and others (1991) and Platts and others (1983, 1987). However,a standard quantified protocol for habitat analysis comparable to thesubjective protocols presented by Plafkin and others (1989) and Petersen(1992) has yet to be developed.

Stages 3 and 4

These two stages differ primarily in the level of detail involved and theincorporation of measurements of ecosystem function. Stages 3 and 4supply additional environmental details and address some of the mostimportant aspects of stream ecosystem function: decomposition rates,energy metabolism, and nutrient cycling. An ecosystem is at least a dualentity: structural and functional (MacMahon and others 1978; O’Neill andothers 1986). Figure 1 is a simple model of a stream ecosystem. Quantifi-cation of each box, in other words, macroinvertebrate, fish, and algalcommunity composition and biomass, would be a description of bioticstructure. Biotic function is depicted in figure 1 by the arrows. Quantifica-tion of the flux of energy and elements among biotic and abiotic componentswould contribute to a description of stream ecosystem function. For ex-ample, primary production, the transfer rate of energy (solar radiation)and an element (carbon) to primary producers is a functional process. Thestructural (population-community) dimension is organized according toconstraints involving organism interaction, natural selection (for example,competition) and the physical habitat. The functional dimension is estab-lished according to constraints that involve mass balance and thermody-namics. Only in unusual circumstances can one be considered in isolationfrom the other. That is, complete understanding (and monitoring) of streamecosystems requires a quantification of biotic components (boxes) andthe flux of energy and elements (arrows) among the different components.The description of the state (status) of an ecosystem or determination ofchanges in state must consider both biotic structural and functionalattributes. Therefore, a sound bioassessment program must incorporateboth structural and functional attributes of ecosystems. However, virtually

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10 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tab

le 3

—H

iera

rchi

cal c

lass

ifica

tion

of s

trea

m/r

ipar

ian

habi

tats

(af

ter

Fris

sell

and

othe

rs 1

986)

.

Str

eam

hab

itat

Def

inin

gB

ou

nd

arie

sP

roce

du

re/g

uid

elin

es(l

inea

r sp

atia

l sca

le)

mea

sure

sL

on

git

ud

inal

Lat

eral

Ap

plic

atio

nS

ou

rce

of

info

rmat

ion

refe

ren

ces

Bio

geoc

limat

ic r

egio

nR

egio

nal c

limat

eR

egio

n; S

tate

; For

est

Top

ogra

phic

map

s (1

5')

Om

erni

k 19

87(1

06 m

)R

egio

nal g

eolo

gyD

istr

ict

Geo

logi

c m

aps

(15'

)R

egio

nal t

opog

raph

yLa

ndsa

t pho

tos

Reg

iona

l ter

rest

rial

Ann

ual d

isch

arge

reco

rds

Pof

f and

War

d 19

89

vege

tatio

nF

low

reg

ime

Str

eam

sys

tem

Loca

l clim

ate

Dra

inag

e di

vide

s,D

rain

age

divi

des

Bas

in-w

ide

surv

eys;

Top

ogra

phic

map

s (7

.5')

Om

erni

k an

d(1

03-1

04m

)Lo

cal g

eolo

gy

and

seac

oast

, or

be

droc

k fa

ults

, joi

nts

Cum

ulat

ive

impa

cts;

Geo

logi

c m

aps

Gal

lant

198

6Lo

cal t

opog

raph

y

catc

hmen

t are

a

cont

rolli

ng r

idge

Inte

grat

ion

of s

ites

Veg

etat

ion

map

sLo

cal t

erre

stria

l

valle

y de

velo

pmen

t

with

in w

ater

shed

sA

eria

l pho

tos

ve

geta

tion

Ann

ual t

empe

ratu

reC

horle

y an

d ot

hers

The

rmal

reg

ime

re

cord

s19

84; G

rego

ry a

ndW

allin

g 19

73;

Van

note

and

Sw

eene

y 19

80S

egm

ent s

yste

mT

ribut

ary

junc

tions

Trib

utar

y ju

nctio

nsV

alle

y si

desl

opes

Pai

red

wat

ersh

eds

Top

ogra

phic

map

s (7

.5')

(102

-103

m)

Maj

or g

eolo

gic

m

ajor

falls

; bed

rock

or

bed

rock

out

-S

egm

ent c

lass

esG

roun

d re

conn

aiss

ance

di

scon

tinui

ties

lit

holo

gic

or

crop

s co

ntro

lling

(f

or e

xam

ple

upla

nds

Low

leve

l aer

ial p

hoto

s

stru

ctur

al

late

ral m

igra

tion

ve

rsus

low

land

s)

disc

ontin

uitie

s(c

on.)

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11USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Rea

ch s

yste

mC

hann

el s

lope

Slo

pe b

reak

s:Lo

cal s

ides

lope

sLo

cal e

ffect

s;G

roun

d su

rvey

/map

ping

Fris

sell

and

othe

rs(1

01-1

02 m

)V

alle

y fo

rm

stru

ctur

es c

apab

le

or e

rosi

on-r

esis

tant

gr

azin

g al

lotm

ents

;19

86; M

acD

onal

dB

ed m

ater

ial

of

with

stan

ding

ba

nks;

50-

year

dr

edgi

ngan

d ot

hers

199

1;R

ipar

ian

vege

tatio

n

<50

-yea

r flo

od

flood

plai

n m

argi

nsM

insh

all 1

984;

Min

shal

l and

othe

rs 1

989;

Pet

erse

n 19

92;

Pla

fkin

and

oth

ers

1983

, 198

7; P

latts

and

othe

rs 1

989;

Ros

gen

1994

Poo

l/riff

le s

yste

mB

ed fo

rm a

nd m

ater

ial

Wat

er s

urfa

ce a

ndM

ean

annu

al fl

ood

Aqu

atic

hab

itat

Gro

und

surv

ey/m

appi

ngB

isso

n an

d ot

hers

(100

-101

m)

Orig

in

bed

prof

ile s

lope

ch

anne

l; m

idch

anne

l

inve

ntor

ies;

fish

erie

s19

81; F

risse

ll an

dP

ersi

sten

ce

brea

ks; l

ocat

ion

of

bars

; oth

er fl

ow-

ce

nsus

esot

hers

198

6; M

cCai

nM

ean

dept

h an

d

gene

tic s

truc

ture

s

split

ting

obst

ruct

ions

and

othe

rs 1

990

ve

loci

ty

Mic

roha

bita

t sys

tem

Sur

face

par

ticle

Zon

es d

iffer

ing

Sam

e as

Cha

ract

eriz

eatio

nD

irect

mea

sure

men

t(1

01-1

00 m

)

size

; und

erly

ing

su

bstr

atum

type

;

long

itudi

nal

of

loca

l spa

tial

pa

rtic

le s

ize;

si

ze a

rran

gem

ent

he

tero

gene

ity

wat

er d

epth

;

and

effe

cts

(for

ve

loci

ty;

ex

ampl

e w

adin

g

over

head

cov

er

by fi

sher

man

)

(typ

e)

Tab

le 3

(C

on.)

Str

eam

hab

itat

Def

inin

gB

ou

nd

arie

sP

roce

du

re/g

uid

elin

es(l

inea

r sp

atia

l sca

le)

mea

sure

sL

on

git

ud

inal

Lat

eral

Ap

plic

atio

nS

ou

rce

of

info

rmat

ion

refe

ren

ces

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12 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

all schemes to date have focused almost exclusively on structural featuresin spite of early admonitions by some aquatic ecologists (Cairns 1977) toinclude functional aspects as well.

Selecting Sampling Locations ____________Selecting sampling locations involves two different processes. First,

sampling reaches must be selected. This involves choosing reaches that will

Figure 1—Model of stream ecosystem identifying major bioticand abiotic components. The acronym BOM, refers to benthicorganic matter, TOM, transported organic matter, TSS, totalsuspended solids, and LWD, large woody debris. The bioticcomponents have both physical (circles) and biotic (rectangles)characteristics. That is, LWD provides both cover for fish(physical) and food for macroinvertebrates (biotic). Ecosystemstructure is described by a quantification of the physical andbiotic components (ovals, rectangles, and circles). Ecosystemfunction is described by the relationship between components(arrows). For example, the transfer of energy from the sun tofish is one description of ecosystem function.

Fish

Macroinvertebrates

Autochthonous/Allochthonous Organic Matter

HydrologyDischarge/Water Vel.

Habitat/Up and Down Migration

PHYSICAL CHARACTERISTICS

Substratum

Sta

bilit

y

Spa

tial D

istr

ibut

ion

Spawning habitat

Habitat/Living Space

Perip

hyto

n Sur

face

Are

a

Reten

tion

of B

OM

Water QualityNutrients

Light Penetration

Ene

rgy

Ene

rgy

Nut

rient

s

Oxygen

Temperature

Toxins

OxygenTemperature

Toxins

TS

SSolar Radiation

Tem

pera

ture

Energy

BIOTIC CHARACTERISTICS

BOMTOMLWD

HabitatResources

Hab

itat

Ref

uge

Riparian/Wetlands

Nutrient and Organic Matter Exchange

Habitat

Habitat

Resources

Habitat/Resource Aquisitio

n

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13USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

be representative of the spatial scale of inference and that conform to thestatistical design. Second, the exact location within the reach wheremeasurements will be taken or samples obtained must be determined.These locations will depend both on the statistical design and the particularfactor being measured, but usually are established in a random or strati-fied-random fashion.

Selecting Sampling Reaches

As noted previously, monitoring of stream ecosystems usually is con-ducted to provide baseline data or to determine if some impact hassignificantly altered the integrity of the stream or site in question. Foreither of these monitoring goals, the scale of inference will influence theselection of appropriate sites. For example, if the objective is to describe thephysical and biotic components within the ecoregion, then sample sitesshould represent the types of streams occurring within that spatial scale.Sites could be selected randomly among any sized stream (1st to 4th order)and any segment of these streams (confined high slope to unconfinedshallow slope). In this case the variability in the data will be high and, whileproviding a means to distinguish differences among ecoregions, differencesamong locations within the ecoregion cannot be evaluated. On the otherhand, sampling only sites located on steep sloped 1st order streams cannotprovide data that is representative of all streams within the ecoregion.Stream classification provides a means of stratifying streams and identify-ing sampling locations that addresses the spatial scale of inference andobjectives of the monitoring program.

A spatially nested hierarchical framework for classifying stream systems(table 2), allows managers to identify the spatial scale of inference (Frisselland others 1986; Hawkins and others 1993; Maxwell and others 1994). Ina hierarchical system, lower levels are modified and constrained by factorsoperating at higher levels. Therefore, in an attempt to focus on factorsinfluencing stream ecosystems on a small scale one must be aware offactors operating at larger scales. That is, one cannot evaluate and manageto alleviate the effects of intense recreational use at a stream crossing whensimilar or other impacts are occurring throughout the watershed. Inaddition, comparisons between stream reaches cannot be made if they arecontained within different kinds of stream segments, systems, or ecoregions.In other words, one would not compare physical and biotic data obtainedfrom a large river with similar data from a small headwater stream.Therefore, effective management of local ecosystems (for example, streamreaches or watersheds) requires attention to the landscape in which theyare embedded (Agee and Johnson 1988; Jensen and Bourgeron 1993).

In this approach, the ecoregion is set at the upper level of the hierarchy(Minshall 1994). Stream systems, at successively lower levels of water-sheds, consist of stream segments, reaches, pool/riffle complexes, andmicrohabitat subsystems. The pool/riffle complex (in other words, channelform) level can be further refined for more precise classification (Hawkinsand others 1993). Initial classification according to ecoregion is based onOmernik (1987) and Gallant and others (1989). Inclusion of flow regime,

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14 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

using the procedure of Poff and Ward (1989), further refines thebiogeoclimatic aspects and makes the classification more directly related toflow: a major environmental driver of stream/riparian ecosystems. Classi-fication of watersheds within an ecoregion is accomplished operationally bydistinguishing between “regional” versus “local” climate, geology, andterrestrial vegetation. Proper classification at the watershed level requiresthe availability of long-term records of atmospheric temperature, precipi-tation, and stream discharge. Environmental data will, in many cases, beavailable from regional weather and stream-gauging stations (Finklin1988; Mosko and others 1990). Snow cover and duration should be includedwhen describing the local climate. Terrestrial plant records can be obtainedfrom published sources such as Franklin and Dyrness (1973), Hall (1973),and Steele and others (1981). Incorporation of thermal regime, as recom-mended by Vannote and Sweeney (1980), permits stratification by catch-ment-level differences. Catchments may be similar in external or regionalbiogeoclimatic controls but differ in their thermal environments because ofdifferent make-up combinations of ground and surface water or differentaspect of orientation to the sun.

Classification of stream segments is accomplished by conventional geo-morphology practices which employ stream orders (Strahler 1957) or links(Shreve 1966), based on either tributary junctions, or major geologicdiscontinuities or both. Frissell and others (1986) and Rosgen (1994)provide criteria for distinguishing stream reach classes. Important driv-ing factors at the stream reach level include substratum particle size andheterogeneity (Minshall 1984; Poff and Ward 1990) and woody debrisaccumulations (Cushing and others 1995; Elwood and others 1983; Marston1982; Platts and others 1987; Sedell and others 1988; Trotter 1990). Severalvalley and channel features (Rosgen 1994) serve to further characterize thephysical environment, and are obtained through the classification of thesampling sites. Channel slope (gradient), measured as the energy slope ofthe water surface, exerts a major control on current velocity, turbulence,and substratum composition. Valley form is expressed as the degree ofentrenchment: the ratio of flood prone width divided by bankfull width. Bedform indicates whether the channel is straight, braided, or meandering.Sinuosity, the ratio of channel length to valley length, indicates the extentof meandering by the stream. Width/depth ratio, width at bankfull stagedivided by bankfull depth, measures the distribution of energy withinchannels. The use of valley form (Minshall and others 1989; Rosgen 1994)in place of side-slope gradient is better for characterizing features likely tobe important to riparian as well as stream dynamics at this classificationlevel. Classification of pool/riffle systems is an important description ofthe templet on which patterns of biological diversity and productionappear.

When monitoring to provide baseline data, maps should be used toclassify the streams by habitat type within the ecoregion. From the maps,basin area, stream order, and estimates of stream slope and confinementcan be determined. Site selection can then be stratified (see below fordiscussion of stratified sampling) or refined based on objectives. Forexample, if the focus is on the stream system scale (table 3), one 3rd order,three 2nd order, and seven 1st order streams reaches could be randomly

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15USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

selected and monitored (stratification should be proportional to the fre-quency of a stream type). This manner of site selection will increase thelevel of resolution down to stream order, while still providing informationrelating to the ecoregion. Further classification and stratification can beextended to lower hierarchical levels (table 2) or by the reach classificationof Rosgen (1994) but obviously will increase the cost and effort required toobtain data. Management objectives also can refine the spatial scale ofmonitoring efforts. For example, it may be that a large portion of wildernessuse occurs at high elevations surrounding small 1st order streams. In thiscase, monitoring could include only streams in this category.

When monitoring to obtain baseline data, it is important to providedetailed classification of the sites monitored and to provide completedescriptions of the sampling methods and results. This allows for confidentcomparisons of the data with other sites or future studies.

Monitoring to determine possible impacts involves comparing impactedsites with reference sites. Reference sites are the field ecologist’s equivalentof the experimentalist’s more rigorously defined “control” condition. Refer-ence sites can be of three types: a similar location upstream of thedisturbance (for small scale impacts), the same location prior to distur-bance, or a similar site(s) located on a different stream or streams (eitherhistoric or contemporary data). The selection of impacted and control siteswill vary with the spatial scale of the disturbance. If the disturbance affectsan entire basin, comparisons must be made with historic data (samelocation or different location within the ecoregion) or data from otherstreams in similar basins. Under ideal conditions, streams within the basin(impacted and reference) are classified, and sampling sites are stratifiedand selected randomly within each strata. Alternately, one representativeimpacted sampling reach is selected and compared to a reference site. If onesampling reach is used, it should be upstream of the mouth of the highestorder stream in the basin. This allows for the integration of multipleimpacts throughout the basin (fig. 2).

If impacts are confined to a stream segment, then multiple samplingreaches or a representative sampling reach should be monitored. Thesereaches can be selected randomly or by the investigator’s judgment. Astream sampling reach is an arbitrary unit and is often defined as 20 timesbankfull width. For small streams, however, a minimum reach length of50 to 100 m is established. Stream reaches also can be based on regularpatterns of morphology (Gordon and others 1992). For example, a reachcould be a section of stream containing two pools and two riffles. If arepresentative reach is selected by the investigator, obvious biases shouldbe avoided. A reach should not be selected based on access if it is notrepresentative of the stream segment under investigation. Sampling loca-tions should avoid modified sites, such as trail crossings, bridges, orcampsites, unless assessing their effects. Sampling reaches also shouldavoid tributary inputs and be at least one reach upstream from a streamconfluence or mouth.

No matter what spatial scale the disturbance is impacting, referencesites should have as similar a classification to impacted sites as possible. Inmany cases, the best reference sites will not be those which are immediatelyadjacent (or even in close proximity) to impacted sites. Proper and similarclassification of impact and reference reaches ensures viable comparisons.

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16 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

For this reason, obtaining prior baseline data, particularly when futureimpacts are expected, is preferred.

Selecting Sampling Locations Within a Reach

Once the sampling reaches are determined, the exact locations within thereach where data will be collected must be identified. These decisions willdepend on the study design and whether statistical comparisons will bemade. Detailed explanation of research design can be obtained by referringto statistics texts (Green 1979; Sokal and Rohlf 1969; Zar 1974) and will beoutlined only briefly here. The type of statistical or comparative analysisfor each of the physical and biotic components is outlined in table 4 anddescribed in more detail in their respective chapters. For comparativedata, the sampling location is selected to provide the best measurement of

Basin A

Basin B

1

11

1

1

1

1

11

1

1

1 1

1

1

1

1

1

1

1

1 1

11

22

2

2

22

3

3

Figure 2—Streams within two basins are classified by stream order. Forbasin wide comparisons, sampling can be stratified based on theclassification. Potential reaches are determined within the 1st order,2nd order (shaded ovals), and 3rd order (shaded rectangles) segments.Dark rectangles represent potential sampling segments when only onesite in each basin can be monitored.

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17USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tab

le 4

—O

utlin

e of

site

sel

ectio

n, s

ampl

ing

freq

uenc

y, a

nd ty

pe o

f dat

a an

alys

is fo

r ea

ch m

onito

ring

com

pone

nt.

Sit

e se

lect

ion

/

Fac

tor/

com

po

nen

tsa

mp

ling

loca

tio

ns

Sam

plin

g f

req

uen

cyD

ata

anal

ysis

Tem

pera

ture

One

rep

rese

ntat

ive

loca

tion.

Var

ies

with

sta

ge o

f ana

lysi

s:C

ompa

rativ

e or

sta

tistic

alA

void

sla

ck w

ater

: slo

ughs

or

seas

onal

, mon

thly

, con

tinuo

us.

side

cha

nnel

s.

Dis

char

geO

ne lo

catio

n w

here

flow

s ar

eV

arie

s w

ith s

tage

of a

naly

sis

Com

para

tive

or s

tatis

tical

conc

entr

ated

and

cha

nnel

and

obje

ctiv

es.

unifo

rm.

Sol

ar r

adia

tion

In s

mal

l (1s

t and

2nd

ord

er)

Sta

ges

2 an

d 3,

sea

sona

llyC

ompa

rativ

e or

sta

tistic

alst

ream

s, m

id-c

hann

el a

tan

d 4

times

dai

ly. S

tage

4,

5 ra

ndom

ly s

elec

ted

tran

sect

s.co

ntin

uous

at r

epre

sent

ativ

eIn

larg

er s

trea

ms

stra

tifie

d in

tolo

catio

n (lo

catio

n de

term

ined

mar

gins

and

mid

-cha

nnel

.du

ring

early

sta

ge a

naly

sis)

.

Wat

er c

hem

istr

yO

ne tr

anse

ct w

ithin

sam

plin

gV

arie

s w

ith s

tage

of a

naly

sis.

Com

para

tive

and

stat

istic

alre

ach.

In s

tage

4, s

trat

ified

with

flow

s.

Mor

phol

ogy/

subs

trat

umM

orph

olog

y: 5

ran

dom

lyA

nnua

l or

grea

ter

unle

ss b

ankf

ull-

Sta

tistic

al: c

ontin

genc

yse

lect

ed tr

anse

cts

with

in r

each

.flo

ws

occu

r m

ore

ofte

n.

tabl

eS

ubst

ratu

m: s

yste

mat

icsa

mpl

ing.

Mac

roin

vert

ebra

tes

Ran

dom

, str

atifi

ed r

ando

m, o

rV

arie

s w

ith s

tage

of a

naly

sis:

Com

para

tive

(met

rics)

or

syst

emat

ic s

ampl

ing.

annu

al, s

easo

nal,

mon

thly

.

stat

istic

al

(con

.)

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18 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Alg

ae/p

erip

hyto

nF

ive

or m

ore

ston

es s

elec

ted

Var

ies

with

sta

ge o

f ana

lysi

s,S

tatis

tical

but

with

cau

tion

haph

azar

dly

with

in r

each

.an

nual

, sea

sona

l, m

onth

ly.

due

to p

oten

tial b

ias

Larg

e w

oody

deb

ris (

LWD

)T

otal

pop

ulat

ion

with

in r

each

.A

nnua

lC

ompa

rativ

e (m

etric

s)

Ben

thic

org

anic

mat

ter

(BO

M)

Ran

dom

, str

atifi

ed r

ando

m, o

rV

arie

s w

ith s

tage

of a

naly

sis:

Sta

tistic

alsy

stem

atic

sam

plin

g.an

nual

, sea

sona

l, m

onth

ly.

Tra

nspo

rted

org

anic

mat

ter

(TO

M)

Thr

ee o

r m

ore

repl

icat

es a

t one

Var

ies

with

sta

ge o

f ana

lysi

s.S

tatis

tical

repr

esen

tativ

e lo

catio

n. D

rift

In s

tage

4, s

trat

ified

with

flow

s.sh

ould

be

stra

tifie

d by

tim

e of

day

.

Org

anic

mat

ter

deco

mpo

sitio

nT

hree

or

mor

e ra

ndom

ly s

elec

ted

Ann

ual

Sta

tistic

allo

catio

ns. C

an b

e st

ratif

ied.

Prim

ary

prod

uctio

nT

hree

or

mor

e re

plic

ates

sel

ecte

dA

nnua

l or

seas

onal

Sta

tistic

al o

r co

mpa

rativ

era

ndom

ly w

ithin

rea

ch.

Nut

rient

dyn

amic

sN

utrie

nt li

mita

tion,

one

Ann

ual o

r se

ason

alS

tatis

tical

repr

esen

tativ

e lo

catio

n or

open

and

sha

ded

site

s.

Tab

le 4

(C

on.)

Sit

e se

lect

ion

/

Fac

tor/

com

po

nen

tsa

mp

ling

loca

tio

ns

Sam

plin

g f

req

uen

cyD

ata

anal

ysis

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19USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

the parameter. For statistical comparisons all suitable locations within thereach should have an equal probability for being selected as sampling sites.

Four types of sampling are used in this monitoring manual: random,systematic, stratified random, and haphazard sampling. For randomsampling, each location within the reach has an equal chance of beingsampled. This is accomplished by dividing the stream reach into discretesections (the area of each section equals the area of the sampler in use), eachsection is then numbered, and numbered sections are chosen by referringto a random numbers table. For example, the area of a Surber sampler(most common invert sampler) is 0.12 m2. For a stream that is 2 m wide,reach length might be 40 m, and total area 80 m2. Therefore, there are over600 potential sampling locations. Five randomly selected sampling loca-tions are selected from the 600 potential sampling sites. Random samplingis designed for homogeneous environments. Potentially all or most of thesamples could end up being collected in one area rather than throughout thestudy reach. One way to spread out the potential sampling locations is todivide the stream reach into transects. For the 2 m wide stream, potentialtransects are spaced at 2 m intervals. There are 21 potential transects inthe reach. Five of these transects are selected randomly. Each transect isthen divided into 10 equal sections, one of which is randomly selected as asampling location. In heterogeneous environments (most streams), morerepresentative sampling may be obtained by the systematic or stratifiedrandom approaches.

There often is a large degree of variation in biotic characteristics amongthe different stream macrohabitats. Invertebrate community compositionof pools may be very different from those residing in riffles. This largevariability reduces the probability of determining differences betweenimpacted and reference sites. Stratified random sampling divides thestream reach based on these distinct habitats or strata. A random sampleis then drawn from each strata. The number of samples taken within eachstrata should be proportional to the area of each strata. That is, if 20 percentof the stream reach is classified as pools, then 20 percent of the samplesshould be taken within this habitat type. Further stratification mightinvolve selecting a single strata, for example, riffles.

In systematic sampling, the initial sampling location is selected ran-domly and subsequent sampling locations or transects are selected at fixedintervals from this point. This method of sampling is used for determiningsubstratum size distribution.

Haphazard sampling is occasionally used when completely randomsampling is not practical. Haphazard sampling depends on the investigatorobtaining random samples based on his/her judgment. Sampling locationsare chosen by the investigator. For example, the area of the periphytonsampler described in this manual is 3.54 x 10–4 m2. For the 80 m2 samplingreach there would be over 225,000 potential sampling locations. Dividinga stream reach into this many sections would be impractical, and so rockssampled are best selected haphazardly or in association with establishedtransects. Similarly, limitations imposed by the sampling gear may pre-clude strict random sampling.

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20 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Sampling Frequency ____________________Sampling frequency can be broken or subdivided into two different

temporal scales. The larger temporal view addresses scale of inference andis determined by the sampling objectives and the spatial level of distur-bance or interest. The smaller temporal scale addresses how often samplesmust be taken to adequately characterize the factor being measured. Thisdepends on the factor and stage of analysis.

Spatial Scale and Sampling Frequency

Natural landscape disturbances of a given frequency often are associatedwith a particular spatial scale (O’Neill and others 1986; Urban and others1987). In general, the longer the recurrence interval of a disturbance, thelarger the spatial scale and the higher the organizational level of thesystem that must be considered (O’Neill and others 1986). For example,small forest fires occur frequently but over small areas, and fires thatoccur over larger areas have much longer recurrence intervals (fig. 3). The

RiverBasins

Watershed

Reach/Segment

Habitat Type

Substratum Patch

Cobble

PebblesSmall Wood

Gravel

Sand Grains

AlgalPatch Treefalls Wildfire

TectonicEvents

Wildfire

AlgalSloughing

Fish/InsectMovements

10 6

10 4

102

10 0

10-2

10-4

10 10 10 10 10 10-5 -3 -1 1 3 5

PATCH SIZE (m)

DIS

TU

RB

AN

CE

FR

EQ

UE

NC

Y (

Yea

rs)

Figure 3—Relationship between time and spatial scales ofnatural disturbances in reference to stream ecosystems(Minshall 1994).

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21USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

relationship between natural spatial and temporal scales of disturbancecan help in determining sampling frequency. If the objective is to obtainbackground or reference data, then the scale of inference (spatial scale) canbe used to establish sampling frequency. For example, if the scale ofinference is the ecoregion and sites are stratified by stream order, then onemay want to sample annually at the first-order sites, every other year atthird-order sites, and every 5 years at sites greater than fifth order. Small-order sites drain a smaller area than large-order sites. Therefore, streamconditions likely will vary on a shorter temporal scale and should besampled more frequently to document natural variability.

The relationship between spatial and temporal scales also can be used forevaluating impacts. For example, atmospheric deposition of toxins ornutrients likely will operate at the spatial scale of a watershed or ecoregion.Impacts at this spatial scale (depending on intensity) will influence streamsystems at a temporal scale from 10 to 100 years. In this case, monitoringevery few years would be more appropriate than a monthly monitoringfrequency. However, in the case of intense recreational use of streamsidelocations, an annual monitoring regime would be warranted with monthlysampling during the summer months to evaluate the influence of alteredriparian cover on factors such as water temperature, algal abundance, andmacroinvertebrate community composition.

Selection of the appropriate temporal scale of operation will facilitatethe selection of the optimal sampling frequency to identify deviations instream structure and function. However, long-term monitoring will berequired to determine if deviations are outside the normal variability seenin stream ecosystems. That is, when monitoring to determine the potentialeffects of concentrated recreational use, differences observed betweenimpact and control sites may confirm suspected problems. However, an-nual sampling for multiple years or comparison to long-term samplinglocations may be required to determine if differences are outside the rangeof natural variability.

Sampling Frequency and Investigated Parameters

How often must samples be taken to adequately describe the investigatedparameter? As shown in table 4, this depends on the parameter and thestage of analysis. Some parameters are adequately described throughannual sampling. For example, both large woody debris and substratumsize distribution largely are influenced by bankfull flows. For streams inthe western United States, bankfull flows generally occur during annualsnowmelt. Therefore, more frequent measurements of these parameters isnot warranted. Most of the parameters measured vary throughout the yearand sampling frequency increases with the stage of analysis to bettercharacterize these changes. Stage 1 and stage 2 sampling can be completedin a single day. Stage 3 requires several visits a year. Stage 4 was designedfor extensive analysis and will require frequent sampling. At stage 1,midsummer daily temperature range is determined. This gives someinformation toward the physical characteristics of the stream. At stage 2,

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22 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

this information is increased to obtain monthly energy budgets, furtheringan understanding of this parameter. At stage 3, annual temperature dataare obtained thus completing the analysis of the variable on an annualbasis. Therefore, for most variables, selection of the stage of analysis willdetermine sampling frequency.

Evaluating Differences __________________As stated previously, the objective of the monitoring program often is to

determine whether impacted sites are different from reference sites. Howdoes one assess whether conditions are different at an impacted site incomparison to a reference site? This will depend on the impact underinvestigation and often will require statistical comparisons. When monitor-ing the biotic and physical characteristics of stream ecosystems, the entiregroup of elements, or the total population, rarely are collected. Sampling isa way to obtain a portion of the total population from which inferencesabout the total population can be made. The characteristics of the totalpopulations are called parameters. An estimate of the population param-eter is called a statistic and is obtained from the sample. That is, thearithmetic mean obtained from the samples is a statistic and is used toestimate the population mean. The more samples obtained, the closer thesample statistics are to the population parameters.

If the total population were sampled, differences could be determined bycomparing parameters. However, because samples of the population arebeing compared, statistical analyses are used to determine the probabilitythat the samples from the reference and impacted sites are from the samepopulation. This question is stated formally as a null hypothesis: there isno difference between impacted and reference sites. There are two possibleerrors associated with answering this question. First, one could concludethat the samples are from different populations when in fact they are not.This is a type I error. Second, one could conclude that the samples are fromthe same population when they are not. This is a type II error. Sinceincreasing the number of samples causes sample statistics to approachpopulation parameters, increasing sample size can reduce the probabilityof committing type II errors.

Increasing the number of samples increases sampling and processingtime and associated costs. Therefore, in selecting the number of samplestaken, one attempts to increase confidence in statistical analysis whilereducing time and costs. We recommend that at least 5 samples be takenwhen statistical analysis are to be performed. There is a proportionallylarger increase in statistical confidence (statistical confidence per samplesize) when increasing the sample size from 3 to 5 than can be obtained byincreasing the sample size from 5 to 60 (Platts and others 1983, p. 37). Theexact number of samples required to obtain a certain level of confidencein the statistical analysis can be calculated based on the magnitude ofdifference in populations to be determined and the variability amongsamples (refer to statistical texts).

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23USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Performed statistical analyses can be either parametric or nonparamet-ric. Parametric tests require that certain assumptions be met. Theseassumptions are that samples are selected randomly, that samples comefrom a normal population, and that variances are equal. There are anumber of different ways to transform the data if the assumptions of anormal distribution and equality of variance are not met (Zar 1974). Ifthese assumptions cannot be met, nonparametric alternatives should beconsidered.

When comparing reference and impacted sites there are only two popu-lations: factors at reference sites and those at impacted sites. Therefore,statistical tests generally are t-tests or some other nonparametric alterna-tive for continuous data, and chi-square tests for discrete data. An excep-tion is testing for nutrient limitation when the investigator instigates fourdifferent treatments (dependent variables for each factor and stage arepresented in their respective chapters). When only one reference and oneimpact site are compared, some of the factors outlined in this document canonly be used comparatively. Data variation when only two sites are sampledfrom within each reach and sample size is the number of replicate samplesobtained.

When multiple reference and treatment sites are compared there are stillonly two populations: impacted and reference. However, variance in thiscase is from a number of different replicate streams. Because the varianceis from a number of different streams, it is important to make sure that bothreference and impact sites are of similar classification. Many of the factorsmeasured vary considerably among differently classified stream reaches.For example, substratum particle size will be larger in small uplandconfined streams than in larger floodplain streams. This inherent variabil-ity will mask impact effects, increasing the chance of committing type IIerrors. If impacts occur at discrete locations, then a paired t-test can be usedas the statistical design. For example, multiple sites may be potentiallyimpacted by trail crossings. Impacted sites are selected below the crossingand reference sites above. These two sites are paired and the samplingstatistic is the difference in factors between these two sites at multiplelocations. This reduces the among stream variability and reduces theprobability of committing a type II error.

Analogous to multiple reference and impacted sites is the situation wheremultiple years of data are available at both locations. In this case datavariance is from the same stream over time. If each site were sampled overthe same time interval, then each year could be compared individually.This may be beneficial when the impact is of short duration or managementhas altered the conditions. For example, if significant differences weredetermined between sites above and below a particular stream crossing, abridge could be constructed. If sampling continued for a number of yearsafter constructing the bridge, one may want to compare each year of dataindependently.

Multivariate analyses also are applicable in some situations. Im-pacted or treatment sites may vary in intensity. Treatment intensitymay vary directly or over time. Using the previous example, ANOVA (or a

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24 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

nonparametric alternative) could be used to determine the effectiveness ofbridge construction with each year representing a separate factor. Like-wise, correlation between stream condition and years since bridge con-struction could be used to evaluate management actions. In this case,treatment intensity changes with time. If one were evaluating the effect ofstream crossings on stream ecosystems, multiple reference and treatmentsites may be selected. However, some stream crossings may be used moreoften than others. Treatment sites, could be subdivided into low and highimpact sites and significant differences determined with multivariatestatistics.

There are many different statistical designs depending on the monitoringobjectives and impact under consideration. Therefore each situation mustbe evaluated independently. Once the sampling objectives are determined,it is beneficial to consult with a biometrician to determine the appropriatesampling and statistical design.

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25USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Stream water temperature is an important environmental factor becauseit affects many biotic processes. Stream temperature results from a combi-nation of factors: source of water (snowmelt, groundwater, rain), airtemperature, solar energy input, and surface to volume ratio. In turn, watertemperature influences decomposition processes, primary production, in-vertebrate larval development, fish embryo development, and salmonidsurvival.

Snow- and rain-derived stream water is generally colder or warmer thangroundwater sources and exhibits greater diel ranges. These relationshipsare demonstrated in seasonal graphs of stream water temperatures ob-tained at three different Idaho wilderness streams in 1994 using a continu-ous recording device. The graph of mean daily values in Cliff Creek (fig. 4),shows a decrease in temperature consistent with a loss of surface-feddischarge. At this time, diel temperature range dropped from 6° to 2-3 °Cper day. The effect of solar input is demonstrated by the increase in meantemperatures in all three streams through the season, and the difference inmean temperature among the three streams during midsummer. Thetemperature variation among the three streams represents differences insolar energy input caused by drainage aspect and light attenuation by theriparian canopy.

Methods: Stage 1, Stage 2, Stage 3 ________Stream water temperature is measured at one representative location.

Water temperature should not be measured in backwater areas or sloughsunless these habitats comprise a significant portion of the total habitats;water mixing in these areas is reduced and temperatures can exceed thosein flowing water. Daily maximum and minimum temperature during thewarmest month of the year is obtained at stage 1. Sampling frequencyincreases to obtain 30-day thermograph and annual thermograph recordsat stages 2 and 3, respectively. The following tabulation outlines thisprocess:

Dependent variables Analyses

Stage 1 Maximum daily temperature, Comparative or statistical if multiple minimum daily temperature, years or multiple sites are sampled daily temperature range

Stage 2 Maximum seasonal temperature, Comparative or statistical if multiple minimum seasonal temperature, years or multiple sites are sampled seasonal temperature range

Stage 3 Annual (or seasonal) cumulative Comparative or statistical if multiple degree days years or multiple sites are sampled

Temperature

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26 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Fig

ure

4—

Mea

n da

ily te

mpe

ratu

re a

nd c

umul

ativ

e de

gree

day

s fo

r th

ree

stre

ams

in th

e F

rank

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rch

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erne

ss A

rea.

0

25

0

50

0

75

0

1,0

00

1,2

50

1,5

00

1,7

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5

7.510

12

.515

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ree

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ree

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s

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ree

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h T

emp.

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p.

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emp.

10-May-94

Mean Daily Temperature °C

Cumulative Degree Days

Dat

e

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27USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Minimum and maximum stream temperatures demonstrate the vari-ability of stream water with solar input and air temperature. Maximumtemperatures indicate the suitability of the system for cold water fish.Maximum/minimum-recording thermometers (photograph 1), are rela-tively inexpensive, and can be placed within the stream during summerbaseflow and retrieved at a later date. The thermometer should be pro-tected from physical damage by PVC casing. The thermometer casingshould be firmly attached to a stationary object, such as a large root, withplastic-coated steel cable to keep it from being swept away during high flow.Placement of the thermometer should be in an inconspicuous locationburied in the streambed and should ensure coverage of the thermometer bywater at baseflow. Before final placement within the stream, the thermom-eter should be equilibrated with the stream water temperature andindicators shaken down to rest on top of the mercury column.

Temperature-data loggers are capable of recording daily, seasonal, andannual temperature information. Though more expensive than maximum/minimum thermometers, the continuous data obtained often warrantstheir use. Temperature loggers, such as those manufactured by the OnsetCorporation (HOBO Temp and Stowaway models) are small (3 x 4 cm) andlight (2.06 g); and therefore particularly suited for wilderness use (photo-graph 1). These loggers are capable of recording temperatures every 4.8hours for 360 days. Waterproof cases are needed to prevent water andphysical damage. Placement within the stream is the same as described formaximum/minimum recorders. Alternatively, temperature data loggersmay be fastened to a stationary object, such as a metal rod, using stainlesssteel hose clamps. Figure 4 displays data obtained from HOBO tempera-ture loggers through the summer of 1994.

Photograph 1—Maximum/minimum thermometer andHOBO temperature data logger. HOBO loggers availablefrom Onset Instruments Corporation, Pocasset, MA.

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28 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Discharge

Discharge, at summer base flow, is a measure of minimum stream sizeand an indicator of potential habitat for fish and aquatic invertebrates.Discharge (Q) or flow is the product of mean water velocity (v) and crosssectional area (width (w) x depth (d)) ( )Q wdv= . Water velocity varies withslope, stream depth, hydraulic head, bed roughness, and viscosity. Watervelocity is important biologically by transporting food to filter feeders, andby influencing the ability of organisms to obtain nutrients, meet respiratoryand photosynthetic requirements, avoid competitors and predators, andleave unfavorable locations. Some of the methods described in this chapterdiffer from standard methods used by stream physical scientists. Theprimary purpose of this book is to understand biological systems instreams, and the methods we describe for monitoring stream discharge aresufficiently accurate for this purpose. If more comprehensive hydro-geomorphological methods are desired, the reader should consult theNational Handbook of Recommended Methods for Water Data Acquisition(U.S. Geological Survey 1977) and Stream Channel Reference Sites: AnIllustrated Guide to Field Techniques (Harrelson and others 1994) for clearand detailed directions.

Methods: Stage 2 ______________________A summer baseflow discharge measurement is obtained at this stage. A

crude measurement of stream discharge in a wilderness setting may beobtained by determining mean velocity using the average time it takes fivewater-filled fishing bubbles to float a given distance and determining areaas the product of stream width times mean depth. More accurate measure-ments of discharge require dividing the stream into segments, calculatingdischarge for each segment, and summing all segments to obtain totaldischarge.

Total flow, as the sum of individual component flows, can be calculatedthrough the following equation (Platts and others 1983; Rantz and others1982) (fig. 5):

Q v dw w

i ii i

i

k

=−

+ −

=∑ ( ) ( )1 1

12 (1)

wherewi = horizontal distance from the initial point,di = water depth for each section,vi = measured velocity for each section.

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29USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

The number of sections measured varies with stream size, but no morethan 10 percent of total stream flow should pass through each section.Water velocity is measured at 0.6 times depth (0.6d) from the surface atmost locations. However, if water depth is below 0.1 m then velocity ismeasured at 0.5d, and if depth is greater than 0.76 m, velocity should bemeasured at 0.2d and 0.8d and averaged.

Single, uniform stream channels should be used for discharge transectlocations. Confined channels with underlying bedrock direct most of theflow into the open channel and allow for better discharge measurements.Stream width is measured with a fiberglass tape stretched from bank tobank and secured at or above the high water mark. Depth is measuredwith a meter stick. Many different water-velocity meters are availableincluding propeller (Ott meters) and electronic- (Marsh-McBirney) basedequipment. The USGS recommends Price Type AA meters for use inlarge streams and Price Pygmy meters in small streams. All velocitymeters should be calibrated prior to use. Top-set rods are desirable butcumbersome in backcountry conditions.

Methods: Stage 3, Stage 4 _______________Annual discharge can be monitored by obtaining a relationship between

discharge and water depth (stage). Water depth in remote areas generallyis evaluated by placement of an enamel-coated steel staff gauge. However,staff gauges must be observed directly each time a measurement is desired,thereby severely restricting the frequency and timing of measurements.Continuous records can be obtained from clock or battery driven stageheight recorders or battery operated pressure transducers.

The staff gauge is firmly held within the stream by attachment to astationary object. For temporary placement, attachment can be made to a

w

w

w

w

InitialPoint

1

2

34

d d d

1

2 3 4

2

3

4

w

w

n-1

n

d dn-1 n

Figure 5—Schematic diagram of measurements taken for streamdischarge calculations (Platts and others 1983).

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30 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

post driven into the streambed or a tree, rock face, or bridge abutment onthe stream edge. The gauge is placed out of the main channel to avoidobstruction of floating debris. The lower edge of the gauge must remainunder water during low flow and the upper edge must be above the highwater mark. Water depth must be read off the gauge and recorded each timea measurement is obtained.

A high flow gauge, for determining the maximum height of flows for agiven period, can be made by drilling a series of downward angled holesalong a board or pole and inserting plastic test tubes in the holes. The heightof the highest tube containing water is determined and measured. Then thetubes are emptied and reset for the next period.

In some cases the use of staff and/or high-flow gauges may be aestheti-cally inappropriate. Some alternatives may be employed under thesecircumstances. In wilderness streams, wooden gauges could be constructedfrom natural materials and placed under bridges at stream crossings.Another way of obtaining consistent water depth may be to drive a largespike, or scribe a mark into the base of bridges at stream crossings orpermanent trees on the stream edge. Location of the spike or mark must becarefully documented. A measuring tape could then be packed in and gaugeheight monitored from this fixed location. Other methods include marksscribed onto rock faces or large boulders. Additionally, one could use a pairof bearing trees, one on each side of the stream, or other off-stream markers,and a tightly stretched line. One would then measure the distance from theline to the water surface.

Stage height also can be determined from changes in pressure. Pressuretransducers are available from a number of vendors including the WaterLog from H,OFX and the Accustage Level Recorder from Yellow SpringsInstrument (see appendix B). These transducers can be programmed toobtain readings at desired intervals and the data transmitted by telemetryfrom remote locations.

The gauge height/discharge relationship or rating curve is establishedthrough multiple measurements of both variables (minimum 3). Discharge(see above) is measured along with staff height, and both are plotted on alog-to-log scale (fig. 6). A best fit, or regression line is then drawn throughthe data points. Discharge can be determined directly from the graph orcalculated with the regression equation (example 1).

Estimates of annual peak flows can be obtained using the slope-areamethod and Manning’s equation. Manning’s equation is:

Q n AR S= 1 2 3 1 2/ / (2)

where Q = discharge (m3/s), n = Manning’s n, A = cross-sectional area (m2),R = hydraulic radius (m), S = slope. Manning’s n is an indication ofstreambed roughness. As bed roughness increases, turbulence and frictioncause a decrease in water velocity. Therefore, as Manning’s n increases,discharge decreases. Manning’s n can be calculated from previous dis-charge measurements by solving the equation above for n. This value willremain valid if the streambed composition remains similar with increasingflows. In many cases high flows inundate the riparian vegetation, greatlydecreasing water velocity. In this case, a different n value is determined forthis portion of the channel and total discharge is obtained from the sum of

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31USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

1 0 0

1 0 0 0

1 0 0 0 0

Dis

char

ge

(L/s

)

1 1 0 1 0 0

Gauge Height (cm)

Figure 6—Plot of discharge as a function ofgauge height on a log-log scale. R2 = 0.990.Discharge (L/s) = 10(2.166+0.966*Log10(Gauge height cm)).Data from Rush Creek (1994) in the Frank ChurchWilderness Area, Idaho. Many more data pointsthan those presented here should be obtainedbefore applying this procedure.

Example 1—Regression relationship between the log of discharge in L/s, and the log of gauge heightin cm for a straight line. From: y = b + m(x); Log discharge = 2.166 + 0.966(log gaugeheight). Discharge values can easily be converted to other units: (L/s) = 0.001(m

3/s)

and 0.0353 (cfs).

y = Log x = Log y = yi- x = xi-(flow L/s) (gauge cm) mean(y) mean(x) x2 xy

3.454 1.342 0.133 0.146 0.021 0.0193.409 1.322 0.088 0.126 0.016 0.0113.537 1.380 0.216 0.184 0.034 0.0402.884 0.740 –0.437 –0.456 0.208 0.199

Mean Mean Sum Sum3.321 1.196 0.279 0.270

Slope (m)= ∑xy/∑x2 = 0.270/0.279 = 0.966Y intercept = Mean y – m(Mean x) = 2.166

each separate estimate (Gordon and others 1992). For peak flows, cross-sectional area is measured from the seasonal high flow line. This lineusually is marked by the deposition of organic matter (twigs and leaves)along the stream margin. Hydraulic radius and stream slope are describedfurther in the chapter titled “Stream and Substratum Morphology.”

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32 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Estimates of long-term discharge data can be obtained through compari-sons with local U.S. Geological Survey gauging stations. The regressionrelationship between measured discharge data and data from the gaugingstation is determined. Historic data from the gauging station then can beused to estimate discharge at the sampling location.

In stage 4 of the monitoring design, sampling frequency will vary withobjectives. Important discharge characteristics include, maximum andminimum flows, timing of peak discharge, total yield, and the change inhydrograph with storm events. With multiple years of data, these charac-teristics can be used to determine important physical flow variables thatmodify the biotic community: flood frequency, flood predictability, and flowvariability (Poff and Ward 1989). All of these characteristics can beobtained with continuous stage height monitoring. If stage height isrecorded manually, then sampling frequency should increase when thereare rapid changes in flow such as during spring runoff and storm events.More intensive sampling during high flows or storm events will provide abetter measure of the annual hydrograph (fig. 7). The following tabulationoutlines this process:

Dependent variables Analyses

Stage 2 Seasonal base flow Comparative or statistical if multiple years or multiple sites are sampled

Stage 3 Seasonal or 30-day range Comparative or statistical if multipleSeasonal or 30-day yield years or multiple sites are sampled

Stage 4 Annual yield Comparative or statistical if multipleAnnual range years or multiple sites are sampledFlood frequencyFlow duration analysis

Jan

Feb

Mar

Apr

May

June

July

Aug

Sep

t

Oct

Nov

Dec

Dis

char

ge

Figure 7—Increased sampling during the changing hydrograph or eventsampling (filled squares) is demonstrated in relationship to monthly orfixed sampling (open circles). An identical number of samples is shownin both cases but event sampling provides more information during timeswhen dissolved and suspended matter are likely to vary markedly.

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33USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Measuring solar radiation is important because of its primary andsecondary effects on instream processes. Solar radiation can directlycontrol rates of instream photosynthesis, and has secondary effects onstream temperature and flow regime. The amount of solar radiation reachinga stream surface each day is influenced primarily by stream aspect, latitude,time of year, and degree of shading. The first three factors affect the amountof radiation contacting a given surface area. For example, as latitude in-creases, the portion of incoming light energy is spread over a greater surfacearea. By similar means, a southern aspect (in the northern hemisphere)concentrates solar energy on a reduced surface area. Time of year also affectssolar angle. Secondarily, the amount of solar radiation reaching a streamsurface is influenced by land forms, (for example, canyon or open), clouds,and vegetative cover that intercept part of the available solar radiation.

Measurements of solar radiation are reported in distinct units based ontwo theories of light properties: wave and photon. Radiant energy isreported in the SI energy unit of Joules. Radiant flux is the energy per unittime (J/s) and is recorded as Watts. Pyranometers measure radiant fluxover a unit of area and therefore the results are recorded as W/m2.Photosynthetically active radiation (PAR) is the light energy between thewavelength of 400 and 700 nanometers (nm) that is used for photosynthe-sis. PAR is measured with a quantum meter and is reported in terms ofphotons. The units used in PAR measurements are moles or Einsteins (E),and flux per unit area is related as µmoles/m2/s or µE/m2/s. PAR values canbe converted to energy units by multiplying by 0.2174; however, this stillrepresents only energy within the 400 to 700 nm wavelength and is notcomparable with pyranometer measurements.

In small streams (2 to 3 m width), solar radiation is measured at midchannel at five randomly selected transects in addition to one representa-tive open site. In larger streams solar radiation sample sites, at eachtransect, should be stratified with right and left stream margin measure-ments taken at half the distance from mid channel to bank. Measurementstaken continuously or at least hourly from sunrise to sunset are desirable;however, sampling every 4 hours can be adequate. The following tabulationoutlines this process:

Dependent variables Analyses

Stage 1 Annual solar input Comparative

Stage 2 Mean daily solar radiation StatisticalMean daily percent of total

Stage 3 Mean seasonal solar radiation StatisticalMean seasonal percent of totalMean extinction coefficient for each season

Stage 4 Mean annual solar radiation Statistical

Solar Radiation

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34 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Methods: Stage 1 ______________________A rough estimate of actual solar energy reaching the surface of a stream

can be determined with a Solar Pathfinder instrument (appendix B). Thisinstrument was designed to estimate the PH2 energy available for photo-voltaic panels (photo 2) but also has found application to ecological topics(Tait and others 1994).

Photograph 2—Solar Pathfinder (above) showing, reflecting dome,tripod and carrying case. A lighter carrying case can be constructed forwilderness use. PAR sensor and LI-1000 data recorder below.

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35USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

The Solar Pathfinder estimates energy input based on location and theportion of total available energy reaching the site (Platts and others 1987),that is, total energy minus that intercepted by trees, mountains, or otherobstructions. The Solar Pathfinder is set up in the middle of the test stream,leveled, and oriented to face south. Obstructions that would block solarinput are reflected on the domed surface. The reflection is then outlined ona solar chart. Values representing the percent of total daily input for eachmonth are calculated to get independent percent per day values for eachmonth. These monthly values are then multiplied by a published energyvalue for the closest permanent climatological site to obtain energy unitsper day for each month. Energy per day for each month is then multipliedby the number of days in the month, to get a total monthly value (energy perday x days per month = energy per month), and total monthly values aresummed to obtain an annual value in BTU per ft2. This value can bemultiplied by 0.01136 to convert units to Megajoules per m2. Estimationsare fairly accurate when few obstructions are reflected on the domedsurface; however, outlining the dense riparian canopy of a small stream isdifficult and the measurements are correspondingly rough.

Methods: Stage 2 ______________________Stage 2 measurements of solar radiation give an estimate of the portion

of total solar radiation reaching the steam surface. Solar radiation, with aquantum probe and meter, is measured hourly (at least 0900,1200, 1500,and 1800 hour) throughout the day at selected stream transects and at alocation that receives direct sunlight. Solar radiation for both sites isplotted as a function of time; both curves are then integrated to give dailyvalues. Percent PAR is then calculated as the ratio of these two integratedvalues times 100.

Methods: Stage 3 ______________________Solar radiation varies seasonally due to the changing angle of the sun and

the presence of deciduous leaves. In addition, the amount of radiationreaching the stream bottom is attenuated by the water column. Absorptionof light by the water column will vary seasonally with turbidity and depthof the water. Therefore, a more comprehensive measurement of availablelight energy is obtained by seasonal measurements of surface and depth-integrated PAR.

Seasonal measurements of surface PAR are obtained by the methodsoutlined in stage 2, repeated in the spring, summer, and autumn. Depth-integrated PAR is obtained by taking instantaneous light measurements atmultiple depths. This requires a submersible PAR probe. For example, PARis measured at the surface of the water, and at depths of 10 cm, 20 cm, 30cm, and so forth until the stream bottom is reached. Estimation at depth,and comparisons between seasons and streams can then be made by

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36 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

calculation and comparison of extinction coefficients. Extinction coeffi-cients are calculated by solving the equation:

Iz = Ioe–kz

where Iz = light at depth z, Io = light at the surface, k = the extinctioncoefficient, and z = depth. The extinction coefficient is calculated by plottingthe natural log of Iz/Io as a function of depth. The negative slope of this lineis k.

Methods: Stage 4 ______________________Stage 4 solar radiation measurements expand upon those outlined in

stage 3 by obtaining continuous measurements. Solar radiation is continu-ously monitored by using a PAR probe and data logger. The probe is fixedin a location characteristic of local riparian cover. Solar radiation ismeasured throughout the year. The actual amount of radiation reachingthe stream surface, and at various water depths, can be calculated frommonthly estimates of percent of total radiation at the stream surface andextinction coefficients (as explained under stage 3).

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37USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Stream and SubstratumMorphology

The stream substratum is the site of most biotic activity, particularly instream sizes most often found in wilderness areas. The composition anddiversity of aquatic insects is often the result of the substratum present(Minshall 1984). The substratum is the site of algal growth, insect growthand development, and fish egg incubation. Substratum is determined byparent geology, but is modified by catchment-level and local processes. Thatis, the substratum is affected by inputs from terrestrial sources, and theforces of water flow. A stable channel has reached an equilibrium point,balancing inputs with outputs. Monitoring substratum provides a means ofdetermining stream stability and evaluation of catchment level activities.As in the chapter on Discharge, some of the methods described in thischapter differ from standard methods used by stream physical scientists.The primary purpose of this book is to understand biological systems instreams, and the methods we describe for monitoring stream and substra-tum morphology are sufficiently accurate for this purpose. If more compre-hensive hydro-geomorphological methods are desired, the reader shouldconsult the National Handbook of Recommended Methods for Water DataAcquisition (U.S. Geological Survey 1977) and Stream Channel ReferenceSites: An Illustrated Guide to Field Techniques (Harrelson and others 1994)for clear and detailed directions.

Quantification of surface substrata size distribution is accomplished byconducting pebble counts (Wolman 1954). The intermediate (b) axis of100 randomly selected stones is measured. The substratum size distri-bution is plotted as cumulative percent finer as a function of particle sizeclass. This distribution is then used for within and among stream compari-sons and estimates of bed stability. Streambed stability is determined byrelating substratum particle size distribution to the kinetic energy of waterat bankfull discharge.

Measurements of channel morphology and substratum size distributionusually are taken once a year. More frequent measurements are required onlyif high flows occur more frequently. The following tabulation outlines this process:

Dependent variables Analyses

Stage 1 Mean stream width StatisticalMean stream depthMean width/depth ratioMean and CV of particle size Comparative or statistical if multiple

sites or years are available

Stage 2 Size distribution Chi-squareMean percent embeddedness Statistical

Stage 3 Mean and CV of water velocity StatisticalMean and CV of shear stress Statistical

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38 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Methods: Stage 1 ______________________The mean and coefficient of variation (CV) in streambed particle sizes

and five measurements of stream cross-sectional morphology are ob-tained in stage 1. Beginning at the downstream end of the samplingreach, the intermediate axis of rocks is measured at roughly one meterintervals as the investigator moves upstream, continually moving at anangle from bank to bank (see Bevenger and King 1995). A meter stick(the multipurpose backcountry measuring tool) may be used to measurethese rocks. For greater measuring accuracy and consistency, a light-weight aluminum measuring template may be used. The Hand Held SizeAnalyzer (US SAH-97) is available from the Federal Interagency Sedi-mentation Project at http://fisp.wes.army.mil, and the Gravel Sizing Tem-plate is available from Hydro Scientific Ltd at http://members.aol.com/HydroSci. Mean particle size (or the more commonly used 50 percentmedian particle diameter size class) and the coefficient of variation areused to derive a general impression of the stream particles and should notbe used to statistically compare different sampling reaches or streams.Substratum particle size is inherently variable, a condition that reducesthe power of statistical comparisons at this stage. The CV is a measureof habitat variability, and is used as a dependent variable in statisticalcomparisons.

Cross-sectional morphology is measured for at least five systematicallyselected transects, and may be combined with discharge measurements. Atape is fixed to the right bank above high water mark, stretched level acrossthe stream, and secured to the left bank. The distance from the right,vertical distance to the streambed, and vertical distance to the watersurface is measured at a minimum of 10 points covering the streamchannel. The frequency of measurements should increase with rapidchanges in the channel cross-sectional profile, and measurements shouldbe taken at all points of significant change in channel form. It is importantto make sure the tape is level; this can be accomplished by ensuring equaldistance from the tape to stream surface at both stream margins. Be certainto record the point of bankfull width. Data analysis consists of calculatingthe mean width, depth, and width/depth ratio for the sampling reach.

In streams that are outside of wilderness, cross-section locations may bepermanently marked with rebar stakes allowing long-term monitoring ofstreambed morphology. Inside wilderness, however, there are significantethical concerns about permanently marking these locations, as well aslogistical concerns about transporting rebar or wooden stakes. The man-ager of each wilderness needs to be consulted for allowable practices. Wherelong-term monitoring is deemed necessary, some managers may allowrebar stakes to be driven all the way into the ground so they can be relocatedwith a metal detector. Use of a survey-grade Global Positioning Systemwould allow relocating cross-sections without the use of stakes.

Methods: Stage 2 ______________________Stage 2 analysis includes two additional field measurements: embedded-

ness and slope, and estimation of streambed stability. Embeddedness is

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39USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Figure 8—Diagram showing the calculation of slope by hydrostatic leveling.

h2h1

L

the filling-in of the interstitial spaces surrounding rocks on the stream-bed by silt or fine sand. This is different than armoring, which is theprotection or covering of fine material by a layer of larger cobbles andboulders. Embeddedness can reduce streambed surface area and livingspace, the flow of oxygen and nutrients to developing fish eggs and aquaticinvertebrates, storage of organic carbon, and entrance to and movementwithin the streambed by invertebrates.

Embeddedness is a qualitative estimate of the percent of the substratumparticles covered by fine materials. For each stone-intermediate axismeasurement, the percent of the particle embedded, in 25 percent incre-ments, is recorded. Values are reported with simple statistics: mean,standard deviation, and coefficient of variation.

Stream slope can be calculated by hydrostatic leveling, hand level androd, or with a clinometer. For hydrostatic leveling, two meter sticks and a20-m length of 10-mm (3⁄8 inch) inside diameter tubing are required (fig. 8).The hose is filled with water and extended along the streambed. When thewater within the tubing stabilizes, the change in height is determined bythe difference in water column height between the upstream and down-stream end. The slope is the height (m) difference divided by length (m). Theresulting ratio is unitless but often is multiplied by 100 and reported as apercentage. To use a hand level and rod, the level is supported on a stick cutin the field to a known length. A second person supports a rod 25- to 50-mdownstream (folding or pocket rods are suitable for use in remote locations,available through forestry suppliers, appendix B). By sighting through thehand level, the height is determined from the rod. The difference betweenthe level support length and the sighted height on the rod over the distancebetween level and rod is the slope. To determine slope with a clinometer, oneperson supports a rod marking eye-level while a second person walksupstream. Looking back downstream through the clinometer the cross-hairs are lined up with eye-level on the rod. Slope in degrees, or as apercentage, is read off of the meter. Slope, as a ratio, is equal to the tangentof slope in degrees. Clinometers are convenient for wilderness use butestimating slope by this method is difficult when visibility is limited andhydrostatic leveling provides a more accurate measurement. With allthese methods every attempt should be made to measure slope betweenconsistent stream features, such as from the top of one riffle to the topof the next riffle, or from the bottom of one pool to the bottom of the nextpool. If this is not possible, take several measurements, for example withthe 20 m hydrostatic level, and average them.

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40 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Methods: Stage 3 ______________________Stage 3 measurements of water velocity and shear stress further charac-

terize the physical habitat. The hydraulic habitat variability as indicatedby the CV of water velocity and shear stress could influence invertebratespecies diversity up to some maximum value above which species diversitydeclines (Monaghan and Minshall 1996).

Water velocity and stream water depth are measured at 20 randomlocations within the sampling reach. Water velocity is measured at 0.6 to0.8 times stream depth to characterize the streambed invertebrate habitat.Shear stress (τ) is determined using the equation:

τ = gSdρ (3)

(Statzner and others 1988), where g is acceleration due to gravity (980 cm/s2),S is the slope of the water surface, d is water depth (cm), and ρ is the densityof water (1 g/cm3).

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41USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Analysis of stream water chemistry provides an understanding of theenvironment to which biota are subject and the availability of macronutri-ents required for growth and reproduction. Stage I analysis provides aninitial evaluation of the general chemical environment. Turbidity is ameasure of light absorbance by water. Turbidity is altered by the amountof particulate matter in the water column and is an important measure-ment when waters are subject to potential sediment inputs. Stream waterpH is a measure of hydrogen ion activity which affects many cellular andbiogeochemical processes. The pH of water is affected by the dissolution ofcarbonate rocks and biological processes. In addition, the pH of naturalwaters can be affected by dissolved nitrogen, phosphorus, and sulfurcompounds in precipitation. Alkalinity is the ability of stream water toaccept hydrogen ions, thereby buffering changes in pH. In natural waters,alkalinity is due to carbonate and bicarbonate salts. Hardness is a measureof calcium and magnesium ions that usually are the principal cations insolution and are required for biotic growth. Specific conductance is thereciprocal of electrical resistance; in other words, the ability of water toconduct an electrical current. The conductance of water is affected bytemperature, therefore, specific conductance is standardized by tempera-ture, usually 20 or 25 °C. In addition to temperature, specific conductanceis controlled by the concentration of dissolved salts in water. Specificconductance can therefore be used to estimate the total dissolved solids inwater. Together, total dissolved solids, hardness, and alkalinity can pro-vide valuable insights concerning the main components dissolved in thewater (Methods: Stage 1).

Stage 2 analysis of water chemistry is a direct measurement of the majorconstituents dissolved in water which have biological significance: calcium,magnesium, sulfate, nitrate-nitrogen, and dissolved orthophosphorus. Stage1 analysis gives an indirect estimate of calcium- and magnesium- and adirect measure of carbonate-concentrations. Stage 2 analysis partitionshardness into its two main components, calcium and magnesium. Sulfateis the most common anion dissolved in water after carbonate. Sulfate cancontribute to total dissolved solids and high levels may have adverse effectson stream fauna (for example, Winget and Magnum 1979). Nitrogen andphosphorus are the main nutrients regulating production and decomposi-tion in streams. At stage 2, chemical analysis is conducted either in the fieldor in the laboratory, using prepackaged reagents (Hach Chemical Co., seeappendix B) and spectrophotometry. Field analysis requires a battery-powered spectrophotometer produced by the Hach Chemical Company

Water Quality

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42 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

(appendix B). The DR 700 model weighs 487 g (add 1.7 kg for rechargeablebattery) and is 10 x 22 x 7 cm in size. These methods provide only a roughestimate for chemicals occurring in low concentrations, particularly nitro-gen and phosphorus. Therefore, more accurate (stage 3) evaluation of theseimportant elements is obtained by field preservation of water samples andlaboratory analysis. The American Public Health Association (APHA)describes the water sampling, preservation, and analysis methods outlinedin stage 3 (see APHA [1995] for invertebrate and algal preservation andanalysis).

Water samples are taken at one representative location within thesampling reach where the stream water is well mixed. Always take watersamples upstream from where you are standing and avoid touching theinside of the sample container or lid. All water samples should be collectedin clean polyethylene bottles. Bottles should be filled and rinsed three timesbefore the sample is retained. Water samples should be depth integrated.Depth integrated samples can be taken by inverting the sample bottle,trapping air within, and then submerging to the bottom of the stream. Thebottle is then allowed to fill as it is slowly moved to the surface. Thefollowing tabulation outlines this process:

Dependent variables Analyses

Stage 1 Water chemistry values (WCV) Comparative or statistical if multiple sites or years are available

Stage 2 WCV for each season Comparative or statistical if multiple independently sites or years are availableMean seasonal WCV StatisticalMaximum season WCV Comparative or statistical if multipleSeason range of WCV sites or years are available

Stage 3 Mean annual WCV Statistical nutrient flux

Methods: Stage 1 ______________________Stage 1 water samples are taken once a year usually at baseflow. The

following methods are based on materials in Lind (1985) and APHA (1995).

Specific Conductance/Total Dissolved Solids

Specific conductance is determined using a conductivity probe and meter.Specific conductance meters usually standardize for a particular tempera-ture, generally 20 or 25 °C, or manual compensation can be made (seeinstruction manual for particular instrument). If temperature compensa-tion is unavailable, temperature adjustments can be estimated as conduc-tivity increases from 2 to 3 percent for each degree Celsius. Specificconductivity (sc) is based on the distance between electrodes, which isusually 1 centimeter, however, check the probe being used to determine thecell constant. The cell constant is multiplied by specific conductancereading to give the final value. Specific conductance is reported in mhos(reciprocal of ohms) or Sems (1 Sem = 1 mho) per centimeter. Total dissolvedsolids (TDS) can be estimated by multiplying specific conductance by

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43USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

0.65 (Rainwater and Thatcher 1960). For more accurate work, the conver-sion factor (k) for TDS should be determined directly for each stream,region, or geologic type by measuring specific conductance, evaporating thesample until dry, and determining the weight of the precipitate. Theconversion factor is proportional to the ratio of TDS (mg/L) to specificconductance (µS/cm):

k

TDSSC

∝ . (4)

pH

The pH of water is measured using a hydrogen ion probe and meter. Mostmodern pH probes have internal temperature compensation for variabletemperatures (see specific manual). The pH meter should be calibratedprior to use. Calibration buffer solutions should bracket the expected pH.In addition, buffer temperatures should be within 10 °C of the streamwater. Laboratory quality pH measurements can be obtained using someportable field meters that are suitable for wilderness use and available froma number of suppliers (appendix B).

Turbidity

Turbidity is measured with a nephelometer. This instrument measuresthe light reflected at a 90° angle. Nephelometers are available from HachChemical Company. Methods require following the manufacturer’s in-structions. Turbidity is recorded in nephelometric turbidity units (NTU).

Alkalinity

The alkalinity of water is subject to change with time, so measurementsshould be done in the field when possible. However, high alkalinity (>50 mg/L CaCO3) samples may be stable for a week or so if not exposed to harshconditions.

Equipment and Materials—1. pH meter with buffer solutions (same as for pH described above)2. 60-ml plastic syringe or 100-ml graduated plastic cylinder3. 0.02-N sulfuric acid solution. Dilute 200 ml of 0.1 N sulfuric acid

into 1 liter of carbon dioxide free water (need about 5 ml of solution for eachwater sample at alkalinities of 50 mg/L CaCO3)

4. Calibrated dispenser (fig. 9)5. 250-ml Erlenmeyer flask

Reagents—1. Use 60-ml syringe or plastic graduated cylinder to dispense 100 ml

of stream water into the flask.2. Stir gently with calibrated pH probe.3. Fill dispenser with 0.02-N sulfuric acid solution.4. Titrate water to pH of 8.3, and record ml of titrant. Titrate water

to pH of 4.5 and record ml of titrant.

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44 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

5. Calculate carbonate and total alkalinity by the following formulas:Carbonate alkalinity as mg CaCO3 per liter = A x N x 50,000/ml sample

and total alkalinity as mg CaCO3 per liter = B x N x 50,000/ml sample,where A = ml titration to pH 8.3, B = ml total titration from start to pH 4.5,and N = Normality of acid.

Under conditions of low pH, the Gran titration method should be used foralkalinity analysis. This method is based on the rate of pH change with theaddition of acid and provides more precise measurements.

Procedure—1. Using 60-ml syringe or graduated cylinder, fill titration flask with

100 ml of sample. More precise estimates of sample volume can be obtainedby weighing the titration vessel and the vessel with sample. Sample volumeis computed from sample mass and the density of water.

2. While maintaining continuous stirring, the initial pH is measuredwith a rinsed and calibrated pH probe and meter. If the pH drifts, read after60 seconds.

3. Using a Gilmont Syringe burette, or other calibrated dispenser,add 0.1 N (or 0.02 N) HCl to sample until pH is less than 4.3. Allow 30-60seconds for the pH to stabilize before recording. Record pH and volume ofadded titrant.

4. Make two further acid additions between pH of 4.3 and 3.7. Recordvolume of titrant added and pH after stabilization for the second and thirdadditions.

10-ml plasticPipet

5-mm ID polyethelenetubing

Glass bead

Plastic automatic pipet tip

Figure 9—Portable calibrated solutiondispenser. The glass bead is forced insidethe polyethylene tubing which is fitted over a10-ml disposable-plastic pipette. The tip of aplastic automatic pipette tip is fit into the otherend. The pipette can then be filled withsolution. Drops of the solution then can bereleased by pinching the tubing at the glassball.

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45USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

5. Total alkalinity milliquivalents (meq/L) is calculated from theequation:

CaCO meq L V N

Vs3 2

1000( ) ,/ = (5)

where Vs is the sample volume (ml), N is the acid normality, and V2 is theY-axis intercept of the regression relationship between Vt (titrant volume)as a function of F2 (fig. 10). F2 is calculated for each titration as follows:

F2 = 10(5–pH) (Vs + Vt) (6)

CaCO3 (meq/L) = 50.04 CaCO3 (mg/ L)

1.55

1.56

1.57

1.58

1.59

1.6

Tit

ran

t V

olu

me

(ml)

50

0

10

00

15

00

20

00

25

00

F2

y = 0.000x + 1.542

Figure 10—Calculation of V2 from the regression relationshipbetween F2 and Vt. From the regression equation the V2 (y-axis)intercept is 1.542. Sample volume was 119.0 ml, and acidnormality was 0.10; therefore, total alkalinity as CaCO3 = 1.30(meq/L) or 64.8 (mg/L).

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46 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Hardness

Unpreserved water samples can be returned to the laboratory or ana-lyzed in the field.

Equipment and Materials—1. 60-ml plastic syringe or 100-ml graduated plastic cylinder2. Calibrated dispenser3. 250-ml Erlenmeyer flask3. Stirring rod4. White paper (we used reverse side of photocopied methods)5. Distilled water (25 ml for each sample)

Reagents—These may be made up in the laboratory as indicated belowor purchased in prepared form from major chemical supply houses (appen-dix B).

1. Buffer solution. Dissolve 16.9 g ammonium chloride (NH4Cl) in143 ml concentrated ammonium hydroxide (NH4OH). Add 1.25 g magne-sium salt of ethylenediaminetetraacetic acid (EDTA) and dilute to 250 mlwith distilled water.

2. Indicator. Mix 0.8 g Eriochrome Black T dye and 100 g NaCl toprepare a dry powder mix.

3. Standard EDTA titrant (0.01 M). Dissolve 0.3723 g Na2EDTA-dihydrate in distilled water and dilute to 100 ml. Check by titrating againsta standard calcium solution: 1.00 ml = 1.00 mg CaCO3 = 0.4008 mg Ca.

4. Standard calcium solution. Weigh 1.000 g anhydrous calciumcarbonate powder, primary standard grade, into a 500 ml Erlenmeyerflask. Add slowly one volume HCl diluted with an equal volume of distilledwater until all the CaCO3 has dissolved. Add 200 ml distilled water andboil for a few minutes to expel CO2. Cool and adjust to pH 5.0 with eitherNH4OH or 1 + 1 HCl. Transfer to a 1-liter volumetric flask, washing out theErlenmeyer flask several times with distilled water and adding to volumet-ric flask. Then dilute to mark with distilled water.

Procedure—1. Dilute 25 ml of sample to about 50 ml with distilled water in

titration flask.2. Add 1 to 2 ml of buffer solution to bring pH to 10.0 or 10.1.3. Add approximately 0.1 g indicator powder.4. Titrate with EDTA over a white surface with daylight or white

light. Stir continuously until the last red tinge disappears. Add the lastdrops slowly, allowing about 5 seconds between drops. The entire durationof titration should not exceed 5 minutes and should not require more than15 ml of titrant. If more titrant than this is used, take a smaller aliquot andrepeat titration. An indistinct end point suggests interference and calls foran inhibitor after step 2. Old indicator powder also produces an indistinctend point.

Hardness as mg CaCO3/L = A x B x 1,000/ml of Sample (7)

where A = ml titration, and B = mg CaCO3 equivalent to 1.00 ml EDTAtitrant.

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47USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Estimation of Major Ions

Estimates of the major cations and anions in water are possible usingmeasurements of total dissolved solids, alkalinity, and hardness. Themajor cations in water are Ca+, Mg2+, and Na+. The major anions inwater are HCO3

–, SO42–, and Cl–. For example, if total dissolved solids are

200 mg/L, hardness is 150 mg/L, and alkalinity is 100 mg/L, then calciumand magnesium carbonates constitute 100 mg/L. Therefore 50 mg/L arecalcium or magnesium sulfates or chlorides (difference between hardnessand alkalinity). The remainder of the total dissolved solids, 50 mg/L(difference between hardness and total dissolved solids) are sodium sul-fates or chlorides.

Methods: Stage 2 ______________________

CalciumEquipment and Materials—

1. 60-ml plastic syringe or 100-ml graduated plastic cylinder2. Calibrated dispenser3. 250-ml Erlenmeyer flask3. Stirring rod4. White paper (plastic laminated 3 x 5 card)

Reagents—1. Sodium hydroxide, 1 N. Dissolve 4 g NaOH in distilled water and,

when cool, dilute to 100 ml.2. Murexide indicator. Grind together in a mortar 0.2 g powdered dye

and 100 g NaCl. Store in tightly stoppered bottle.3. Standard EDTA titrant, 0.01 M. Same as in hardness determina-

tion. (1.00 ml = 0.4008 mg Ca).

Procedure—1. Take a sample that contains less than 10 mg calcium. Usually a 50

ml water sample is correct but, if total alkalinity is greater than 250 mg/L,it probably will be better to take a smaller aliquot and dilute to 50 ml withdistilled water.

2. Add 1 to 2 ml NaOH solution to produce a pH of 13 to 14. Stir.3. Add about 0.2 g indicator powder. The color change is from pink to

purple on titration.4. With continuous stirring, titrate slowly over a white surface with

the EDTA titrant. Since this is a gradual color change, the end pointrecognition is facilitated by preparing a reference end point by addingNaOH, indicator, and 1 or 2 ml EDTA to 50 ml distilled water.

mg Ca/L = A x B x 400.8/ml of sample,

where A = ml titration for sample and B = mg CaCO3 equivalent to 1.00 mlEDTA titrant.

Magnesium—If both calcium concentration and hardness are known,magnesium concentration can be calculated by difference (Rainwater and

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48 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Thatcher 1960). Milliquivalents of hardness per liter are calculated frommilligrams of hardness per liter. The milliquivalents of calcium per liter aresubtracted from this, and the difference is multiplied by the equivalentweight of magnesium to express magnesium in milligrams per liter.

milliquivalent hardness/L = mg hardness/L x 0.01998

milliquivalent Ca+2/L = mg Ca+2/L x 0.0499

mg Mg+2/L = 12.16 x (meq hardness/L – milliquivalent Ca+2/L)

Alternatively, Standard Methods (APHA 1995) states: hardness, mgequivalent CaCO3/L = 2.497 (Ca, mg/L) + 4.118 (Mg, mg/L).

Sulfate—The following methods are from Hach Chemical Company

Equipment and Materials—1. Portable spectrophotometer2. 2.54-cm test tubes or cuvettes3. 125-ml Erlenmeyer flask4. 60-ml syringe

Reagents—1. Standard sulfate solution (1.00 ml = 0.10 mg SO4). Using a

microburette, measure 10.41 ml standard 0.02-N H2SO4 titrant (fromalkalinity procedure) into a 100 ml volumetric flask and dilute to mark withdistilled water.

2. SulfaVer powder. From Hach Chemical Company

Procedure—1. To a 25 ml sample in a 125 ml flask add 1.0 g SulfaVer powder, and

swirl evenly for 1 minute. A suspension of barium sulfate forms.2. Pour entire sample into one of a pair of 2.54-cm test tubes that are

matched for spectral qualities, and let stand for 3 minutes.3. Read absorbance produced by this suspended turbidity at a wave-

length of 420 nm on a spectrophotometer. Estimate milligrams of sulfate bycomparing with a standard curve prepared by applying the same procedureto a series of known standard concentrations. The highest standard shouldnot exceed 40 mg/L (1 mg/25 ml sample), since this method fails above thatconcentration.

Nitrate Nitrogen

Equipment and Materials—1. Portable spectrophotometer2. 2.54-cm test tubes or cuvettes3. 125-ml Erlenmeyer flask4. 60-ml syringe

Reagents—1. Hach NitraVer VI powder pillows (Hach Chemical Company)2. Hach NitriVer III powder pillows (Hach Chemical Company)

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49USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

3. Stock nitrate solution (1 ml = 100 µg NO3-N). Dissolve 0.7218 ganhydrous potassium nitrate (KNO3) and dilute to 1,000 ml with deminer-alized water.

4. Standard nitrate solution (1.00 ml = 2.5 µg NO3-N). Dilute 25 mlstock solution to 1000 ml with demineralized water. Prepare fresh weekly.

5. Standard curve for nitrate nitrogen concentration in the originalwater sample.

Procedure—1. Add the contents on one NitriVer III powder pillow to a 25 ml

sample in an Erlenmeyer flask. Shake for 30 seconds. If a pink colordevelops within 10 minutes, nitrite nitrogen is present. This may bequantified by starting with step 5 below.

2. Add the contents of one NitraVer VI powder pillow to a 30 ml watersample (or standard) in the glass bottle or flask. Stopper and shakevigorously for at least 3 minutes. Be sure standards and samples areshaken in exactly the same manner.

3. Wait 30 seconds to allow the cadmium metal to settle, then decant25 ml into a clean flask.

4. Add the contents of one NitriVer III powder pillow and shake for30 seconds.

5. If nitrate (or nitrite) nitrogen is present, a pink color will develop.Allow the color to develop. After 10 minutes, but before 20 minutes,measure the absorbance using the 2.54-cm test tubes and the spectropho-tometer set at 500 nm. Determine the concentration of nitrogen from thestandard curve. If nitrite was detected in step 1 but not quantified, reportthe results as combined nitrate and nitrite nitrogen.

Orthophosphorus

Equipment and Materials—1. Portable spectrophotometer2. 2.54-cm test tubes or cuvettes3. 125-ml Erlenmeyer flask4. 60-ml syringe

Reagents—1. PhosVer 3 (Hach Chemical Company)2. Stock phosphorus solution. A stock solution in which 1.00 ml

equals 0.05 mg phosphorus is prepared by dissolving 0.2197 g potassiumdihydrogen phosphate in distilled water. Dilute this to 1.0 liter. Add 1 mlchloroform and store in the dark under refrigeration. The solution is stablefor several months.

3. Standard solution. Dilute 10.0 ml of phosphorus solution to 1.0 literwith glass-distilled water. Should not be stored for more than a few days.

Procedure—1. Fill an Erlenmeyer flask with 25 ml of sample water.2. Add contents of PhosVer 3 powder pillow. Swirl and allow to react

for 2 minutes.

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50 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

3. Pour the solution into cuvette and read absorbance at 890 nm thencalculate concentration from standard curve.

Methods: Stage 3 ______________________At stage 3, sampling frequency is adjusted to obtain an estimate of

seasonal to annual changes in water chemistry and an estimate of nutrientflux. Therefore sampling frequency increases and should reflect changes indischarge, with more frequent sampling during the rising hydrograph(fig. 7). Stage 3 water analysis provides more accurate evaluation ofelement concentrations, particularly when concentrations are low. Stage 3water analysis requires collecting and preserving samples in the field.Sample preservation per Standard Methods (APHA 1995) is as follows.However, preservation may vary with the laboratory conducting theanalysis.

Nitrogen: Ammonia

A 100-ml water sample is required and should be filtered immediatelyafter collection, using a 0.45 µm pore size filter. Filter holders that attachto leur-lock syringes are available from supply companies and are suitablefor wilderness use. Preserve filtered samples with about 0.8 ml concen-trated H2SO4/L to a pH between 1.5 and 2 and store at 4°C. The pH of theacid-preserved sample should be between 1.5 and 2.

Nitrogen: Nitrate

Samples (100 ml) should be filtered as above and frozen or stored at 4 °C.If nitrite analysis is not required, samples can be acidified with 2 mlconcentrated H2SO4/L.

Dissolved Orthophosphorus

Filtered samples (100 ml) are stored acidified with 1 ml concentratedHCl/L and frozen. Do not store samples containing low concentrations ofphosphorus in plastic bottles unless they are frozen, because phosphatescan adsorb onto the walls of the bottles and be lost from solution. Rinse allglassware for storage and analysis in hot dilute (0.1 molar) HCl, then rinseseveral times in distilled water. Never use commercial detergents contain-ing phosphate for cleaning glassware used in phosphate analysis.

Nutrient Flux

Nutrient flux is a measure of the total quantity of an element passing agiven point. Nutrient flux is a measure of nutrient availability (Fisher1990) and has been used to evaluate changes in catchment level processes.Nutrient flux is the product of element concentration and discharge. Totalyield for any given time interval can be determined by graphing nutrientflux over time and integrating the area under the curve (fig. 11). Standard-ization by basin area allows for comparable measurements.

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51USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

0

200

400

600

800

1000

NO

3 F

lux

(g/d

ay)

24-Apr 3-June 2-Aug 12-Oct

DateFigure 11—Nitrate flux from April through October 1994 forPioneer Creek within the Frank Church Wilderness. Total yield,calculated by determining the area under the curve, was 82.9 kgNO3-N. Standardized by basin area (17 km2) is 4.9 g/m2.

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52 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Macroinvertebrates are important indicators of water quality and theprimary food-base for fish in wilderness areas of the western U.S.A.Macroinvertebrates are good indicators of stream quality because of theirrelative lack of mobility and most have life spans of a few months to a fewyears (Plafkin and others 1989; Platts and others 1983). The limitedmobility allows monitoring of local conditions, in addition to the integrationof watershed-level disturbances. Their short life span makes them charac-teristic of conditions in the recent past (Platts and others 1983).

Multiple metrics are used because it is unlikely that any has sufficientsensitivity to be useful under all circumstances (Karr 1991). For the samereason, the values for each measure should be kept separate, in addition tosumming them to produce a single index value. Separating the values givesadditional information and avoids defeating the purpose for multipleanalyses by preventing an inappropriate or insensitive index componentfrom obscuring the “signal” from a component that is appropriate orsensitive or both (Steedman and Regier 1990). Graphing individual metricvalues from reference and impact sites and visually evaluating differences(Fore and others 1996) is the recommended method for determining thevaluable metrics for a given impact. The following tabulation outlines thisprocess:

Dependent variables Analyses

Stage 1 Mean total metric score StatisticalMean value for each metric

Stage 2 Mean biomass Statistical

Stage 3 Total production StatisticalProduction for each species and feeding group

Methods ______________________________The methods for invertebrate sampling are the same for the different

stages of monitoring presented in this manual. A Surber sampler isrecommended because of its portability and widespread use by Federal andState agencies. For wilderness use, it is recommended that repair equip-ment (for example, needle and thread, hot-glue stick) and a spare samplerbe included as standard equipment. Progressing to a higher stage ofanalysis requires increased sampling frequency and level of data analysis.

1. The sampling location should be approached from downstream and theframe of the Surber sampler (250-µm mesh net) placed into position as

Macroinvertebrates

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53USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

quickly as possible to reduce the potential for escape by highly mobilemacroinvertebrates. Try to keep the bottom square part of the frame flushwith the substratum, and the bottom front edge of the net tight against thestreambed.

2. The larger rocks within the perimeter of the open quadrant frameshould be lifted by hand, rubbed and rinsed off at the mouth of the netopening, and removed from the sampler. The remaining substratum shouldbe thoroughly disturbed to a depth of 10 cm by repeatedly digging andstirring with a probe (for example, a large nail or a railroad spike), includedin the benthic monitoring kit (see photo 3). The invertebrates and lighterdebris will be carried into the net by the force of the current.

12 3 4 5

6

7

Photograph 3—Benthic sampling kit in canvas carryingcase (above) containing the following equipment (below):(1) plastic pan, (2) squirt bottle, (3) grease pencil andpencil, (4) legs of ring stand, (5) railroad spike, (6) ringstand, and (7) cone shaped net (100 µm mesh).

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54 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

3. When sampling is completed, the top of the net should be tippeddownstream until a 45° angle is formed with the streambed and the samplerquickly removed from the water with a simultaneous forward and upwardmotion. The net should be dipped several times in the stream to wash thecontents to the bottom, being careful not to submerge the net opening.

4. Grasp the net firmly with your thumb and forefinger just above thecontents and invert the net into a shallow pan (a white enamel pan or plasticcontainer approximately 40 cm long, 25 cm wide, and 5 cm deep is good)partially filled with water. It may be necessary to partition the contents intosegments if it looks like they will fill the pan to overflowing. When the bulkof the contents have been removed from the net, re-invert the net, re-dip itin the stream, and again remove the contents. Carefully examine theinterior of the net, especially the seams, for any adhering material andremove. A stream of water from a wash bottle is helpful at this stage.

5. Gently slosh the contents of the pan back and forth to suspend theinvertebrates and other organic matter and quickly pour the suspendedmaterial into a cone-shaped net (a 3-legged ring stand makes a good holderfor the net) (photo 4). Repeat the process until all organic matter is removedfrom the pan. As a final step, again partially fill the pan with water, spreadthe inorganic sediments in a thin layer evenly over the bottom of the pan,and examine the contents for any organisms remaining (photo 4) (forexample, stone-cased caddisflies, planarians). Remove these with fingersor a forceps and place with the portion of the sample to be retained. Whenfinished, discard the inorganic sediments.

6. Transfer the contents of the cone-shaped net into a sample container(for example, a whirl-pak bag) using a minimal amount of water (a washbottle is helpful here), label with location and date, add sufficient water tocover the contents, and preserve to a final concentration of 5 percent

Photograph 4—Field processing benthic samples.

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55USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

formalin (2 percent formaldehyde) (= 5 ml concentrated formalin (40percent formaldehyde) per 100 ml water) or other preservative. For safety’ssake all pouring and transfers should be done over the opening of the netor an empty pan. If a substantial amount of the sample is lost (an amountof material the size of a pea may contain a 1,000 or more organisms orseveral mg of organic matter on a per square meter basis), the entire sampleshould be discarded and a new sample taken. The properly packaged andpreserved sample can then be transported to the laboratory for sorting andidentification of macroinvertebrates.

7. Prior to identification, the sample should be coarse-sorted into majortaxonomic groups. A small portion of the sample, no larger than a largeteaspoon, should be placed into a clear petri dish containing a small amountof water. Invertebrates then are handpicked, using forceps, under adissecting microscope, and placed in leakproof containers containing pre-servative (10-ml glass vials with plastic caps work well). All vials from asample should be kept together and labeled appropriately. For largesamples, subsampling facilitates the process and may be aided by the useof mechanical devices. If the sample is subsampled, a minimum of 300individuals should be sorted (Plafkin and others 1989). The portion of thetotal sample examined must be recorded.

8. The invertebrates are then identified to the lowest taxonomic levelfeasible, given the goal of the particular study. Species is the preferred levelof identification, because many species look alike but behave differentlyecologically, however, in many cases genus is satisfactory for initialbioassessment purposes. The dipterans, Chironomidae, and Simuliidaecommonly are identified only to subfamily due to the difficulty of moredetailed identification. This usually can be accomplished with a dissectingmicroscope, but in some cases a compound microscope will be required. Thenumber of individuals in a taxonomic group is recorded.

9. If biomass values are needed (see stage 2), organisms should bereturned to storage vials after identification and counting. Each speciesgroup is placed in a separate vial. Each vial should be properly identifiedby sample location, date, and replicate.

Methods: Stage 1 ______________________Stage 1 data analysis and sampling frequency follows the procedures

from Rapid Bioassessment Protocol III (RBP III) (Plafkin and others 1989),modified by the use of additional metrics. The calculation of some bioticmetrics requires classification of aquatic insects by functional feedinggroup (Cummins 1973, 1974). Functional feeding groups provide informa-tion concerning resource utilization by invertebrates in streams. A shift inthe relative abundance of the different functional feeding groups cantherefore indicate a shift in the resource base. Initial placement of anaquatic insect into a particular functional feeding group can be accom-plished by consulting “An Introduction to the Aquatic Insects of NorthAmerica” (Merritt and Cummins 1996) However, direct analysis of gutcontents is the preferred method for functional feeding group classification.A general outline of the functional feeding groups is given in table 5 (alsosee appendix C). Once organisms are identified to species, and classified by

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56 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tab

le 5

—G

ener

al fu

nctio

nal f

eedi

ng g

roup

div

isio

ns s

how

ing

food

reso

urce

, par

ticle

siz

e an

d re

pres

enta

tive

orde

rs (a

fter M

errit

t and

Cum

min

s 19

96).

Fu

nct

ion

al g

rou

p (

bas

edS

ub

div

isio

n o

f fu

nct

ion

al g

rou

pF

oo

d p

arti

cle

size

Rep

rese

nta

tive

on

fee

din

g m

ech

anis

m)

Do

min

ant

foo

dF

eed

ing

mec

han

ism

(mic

ron

)o

rder

s

Livi

ng V

ascu

lar

hydr

ophy

te ti

ssue

Her

bivo

res-

chew

ers

and

Tric

hopt

era

m

iner

sLe

pido

pter

aC

oleo

pter

aD

ipte

ra

Shr

edde

rsD

ecom

posi

ng P

lant

tiss

ue (

CP

OM

)D

etrit

ivor

es-c

hew

ers

>10

3P

leco

pter

a

and

woo

d bo

rers

Tric

hopt

era

Col

eopt

era

Dip

tera

Det

ritiv

ores

-filt

erer

s or

Eph

emer

opte

ra

susp

ensi

on fe

eder

sT

richo

pter

aLe

pido

pter

aD

ipte

ra

Col

lect

ors

Dec

ompo

sing

fine

par

ticul

ate

Det

ritiv

ores

-gat

here

rs o

r<

103

Col

lem

bola

or

gani

c m

atte

r (F

PO

M)

de

posi

t fee

ders

Eph

emer

opte

raH

emip

tera

Tric

hopt

era

Col

eopt

era

Dip

tera

(con

.)

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57USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Col

lect

ors

Per

iphy

ton-

atta

ched

alg

ae a

ndH

erbi

vore

s-gr

azin

g sc

rape

rs<

103

Eph

emer

opte

ra

asso

ciat

ed m

ater

ial

of

min

eral

and

org

anic

sur

face

sH

emip

tera

Tric

hopt

era

Lepi

dopt

era

Scr

aper

sC

oleo

pter

aD

ipte

raLi

ving

vas

cula

r hy

drop

hyte

cel

lH

erbi

vore

s-pi

erce

tiss

ues

>10

2 -103

an

d tis

sue

fluid

or

cel

lsN

euro

pter

a

Pie

rcer

s-Li

ving

ani

mal

tiss

ueC

arni

vore

s-at

tack

pre

y an

dM

egal

opte

ra

pier

ce ti

ssue

s an

d ce

lls a

nd

suck

flui

ds

Pre

dato

rsE

ngul

fers

-Liv

ing

anim

al ti

ssue

Car

nivo

res-

who

le a

nim

als

or>

103

Ple

copt

era

pa

rts

Odo

nata

Hem

ipte

raN

euro

pter

aT

richo

pter

aC

oleo

pter

a

Tab

le 5

(C

on.)

Fu

nct

ion

al g

rou

p (

bas

edS

ub

div

isio

n o

f fu

nct

ion

al g

rou

pF

oo

d p

arti

cle

size

Rep

rese

nta

tive

on

fee

din

g m

ech

anis

m)

Do

min

ant

foo

dF

eed

ing

mec

han

ism

(mic

ron

)o

rder

s

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58 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

functional feeding group, the following metrics are calculated (after Robinsonand Minshall 1995).

1. EPT/Chironomidae + Oligochaeta Ratio (EPT/C+O)—Based on therelative abundance of Ephemeroptera, Plecoptera, Trichoptera toChironomidae and Oligochaeta to assess community health. A dispropor-tionate number of the relatively pollution tolerant Chironomidae andOligochaeta suggests degraded habitat conditions.

2. Species Richness (Sp. Rich)—This metric reflects health of the commu-nity through a measure of the number of distinct species (or taxa) present.Typically, a higher number of taxa suggests good habitat quality.

3. EPT Richness (EPT Rich.)—The total number of distinct taxa in theorders Ephemeroptera, Plecoptera, Trichoptera. These groups are gener-ally sensitive to pollution, with a low EPT Richness indicating degradedhabitat quality.

4. Hilsenhoff’s Biotic Index (HBI) detects organic pollution stress incommunities inhabiting stream riffles. HBI summarizes the pollutiontolerance of each taxon in the community, based on the abundance ofrespective taxa, into a single value. Higher values typically indicate greaterlevels of organic pollution. HBI is calculated as:

HBI

x tni i= ∑ (8)

where, xi = number of individuals within a species, ti = tolerance value of aspecies, n = total number of organisms in the sample. Tolerance values areavailable for the Western United States in Water Quality MonitoringProtocols Report No. 5 (Clark and Maret 1993) and are reprinted inappendix C.

5. EPT/Chironomidae Ratio—Uses the relative abundance of theseindicator groups to assess community balance. A high number ofChironomidae indicates degraded habitat conditions.

6. Percent Dominance—A simple measure of a community’s redundancyand evenness. The measure assumes that a highly redundant communityis impaired. Percent dominance is the number of individuals in thedominant taxa (or 2 to 3 dominant taxa) to the total number of individualstimes 100.

7. Simpson’s Index (C)—A diversity index that reflects dominance orevenness of an assemblage. Simpson’s index is:

C pi= ( )∑ 2(9)

where, pi is the proportion of individuals in the ith species.8. Percent Shredders—Measures the relative abundance of the shred-

ding functional feeding group. A low number of shredders reflects poor oraltered riparian conditions.

9. Density—The number of macroinvertebrates in a given area. Lowbenthic densities reflect degraded habitat conditions.

10. Percent Scrapers—A relative measure of the abundance of thescraping functional feeding group. A greater percentage of scrapers sug-gests good habitat quality.

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59USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

11. Percent Filterers—A relative measure of the abundance of thefiltering functional feeding group. A large percentage of filterers mayindicate excessive sediment/organic load and consequently poor habitatquality for most of the community.

12. Percent EPT—The relative abundance of Ephemeroptera, Plecoptera,and Trichoptera in a stream. These groups are generally intolerant topollution and used as indicator taxa.

13. Percent Chironomidae + Oligochaeta—Measure of the relative abun-dance of the generally pollution tolerant groups. A community with a highpercentage of these organisms may indicate excessive erosion and/orsediment/organic load in the stream.

14. Percent Chironomidae—A measure of the relative abundance of thegenerally pollution tolerant group Chironomidae. A community with a highpercentage of Chironomidae may indicate excessive erosion and sediment/organic load in the stream.

15. Percent Ephemeroptera, Percent Plecoptera, and PercentTrichoptera— Measure of relative abundance of these pollution intolerantgroups.

In wilderness streams, the confidence interval for each metric obtainedfrom multiple samples of similarly classified stream locations can be usedto determine rank scores for each metric. Disturbance can then be evalu-ated by comparing metric scores from control and impacted sites. That is,how far does the stream in question vary from the confidence intervalobtained from unimpacted sites. Alternatively, single stream trends can bemonitored on an annual basis, or one control and impact site can becompared statistically. The first method however, is probably most consis-tent with the needs of wilderness stream managers and will be outlined inmore detail.

The mean (5 replicates) metric values for each stream are recorded(example 2). The mean and 90 percent confidence interval for each columnis calculated. Each metric is then given a rank score (SC): 5 if metric valuebetter than upper confidence limit, 3 if within confidence limit, and 1 ifbelow confidence limit. Each metric is then interpreted individually, alongwith the sum of all metric scores.

Methods: Stage 2 ______________________Stage 2 increases the level of analysis beyond the indices outlined in

stage 1. In addition to the modified Rapid Bioassessment Protocol III, totalinvertebrate biomass is calculated. For biomass measurements, inverte-brates are dried (60 °C for 24 hours). If the biomass for each individual taxais required for secondary production calculations (see stage 4), each taxo-nomic group and each size class is dried and weighed separately. Thisrequires a balance with the ability to measure to 10–5 grams, that is, 0.1 to0.01 mg. Alternatively, the entire invertebrate sample can be combined,dried, weighed, and standardized by surface area (cross sectional area ofthe sampler). For AFDM values, the sample is then ashed (550 °C for 2hours) rewetted, dried, cooled to ambient temperature in a desiccator, and

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60 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Exa

mp

le 2

—R

aw d

ata

for s

elec

ted

met

rics.

Bel

ow e

ach

colu

mn

is th

e m

ean,

upp

er c

onfid

ence

inte

rval

, and

low

er c

onfid

ence

inte

rval

. R

ank

scor

es w

ere

base

d on

the

rel

atio

nshi

p to

the

raw

sco

re d

istr

ibut

ion.

Tot

al r

ank

for

each

row

inad

ditio

n to

indi

vidu

al m

etric

sco

res

are

used

to e

valu

ate

each

str

eam

.

Str

eam

EP

T/C

+ O

Sco

reS

p. R

ich

Sco

reE

PT

Ric

hS

core

HB

IS

core

12.

73

223

123

3.57

32

1.2

324

516

53.

943

31.

13

245

175

3.19

54

0.8

324

518

53.

63

51.

23

275

165

4.07

36

8.3

517

110

33.

165

71.

33

121

51

3.08

58

0.3

121

313

34.

461

90.

53

171

91

4.37

110

0.4

118

37

14.

451

Mea

n1.

7920

.612

.33.

79S

t. E

rror

0.72

1.36

1.34

0.16

Upp

er 9

0%C

I3.

1023

.09

14.7

64.

09Lo

wer

90%

CI

0.47

18.1

19.

843.

49S

core

5>

3.1

>23

>14

.8<

3.49

30.

47-3

.118

-23

9.8-

14.8

3.49

-4.0

91

<0.

47<

18<

9.8

>4.

09

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61USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

reweighed and AFDM is obtained by difference. Invertebrate density,richness, and biomass values can then be used to compare different streamsor to monitor streams over time. Additionally, AFDM values can be used toconstruct biomass pyramids and quantify food webs which can be parti-tioned by taxon or functional feeding group.

Methods: Stage 3 ______________________At this stage of analysis, secondary production is calculated. Annual

estimates are desirable but interval production for one or more seasons arevaluable. Annual and interval estimates require at least monthly sam-pling. For annual estimates, sampling must continue throughout the year.Secondary production is a measure of the amount of energy transferred toprimary consumers and predatory insects. Secondary production is impor-tant in quantifying the flow of energy through an ecosystem (Benke 1984).Secondary production also is an estimate of the energy available to fish,which are an important food and recreational resource. Evaluation ofsecondary production for functional feeding groups also gives a betterunderstanding of the relative importance of various food resources.

Secondary production is calculated at the level of a population. Totalcommunity production, or production of functional feeding groups, can beobtained only by summing all population secondary production estimates.There are two general methods used to calculate secondary production(Benke 1993). The method used depends on whether or not individualcohorts can be followed. A cohort is a group of individuals of the samespecies that have similar hatching times and developmental rates; that is,a group of individuals that hatch on or near the same date and obtainsimilar sizes at similar times (fig. 12). If cohort production occurs, aninvertebrate sample, on any given date, should contain individuals (withina population) of similar size. Non-cohort production occurs when hatchingand development are distributed over time or when individuals from morethan one life cycle are present at a time. Samples of a non-cohort populationwould produce individuals of many different sizes.

For cohort production, the instantaneous growth or increment-summa-tion method can be used. Both of these methods are explained in Benke(1984). For non-cohort production, the size frequency method produces thebest estimate. Because non-cohort production is common, and because thesize-frequency method also can be used for cohort production, the size-frequency method is most generally applicable and will be described here.

The size-frequency method assumes that the size-frequency distribution,at any given time, will be similar. That is, that the density of individuals ofa given size class should be similar across multiple sampling dates.However, this assumption does not have to be met. This method alsoassumes that the number of size classes present reflects the number ofcohorts. That is, if species size distribution can be distributed into 11different 1-mm size classes then 11 different cohorts are present at this time(fig. 12).

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62 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Secondary production is calculated, by integrating the area under thesize-frequency distribution (Benke 1993), using means similar to removalsummation methods for cohort production. However, the size frequency-distribution is constructed from the mean numbers of individuals from eachsize class throughout the sampling period (fig. 13) and the individualweights of the different size classes (table 6). This integrated value ismultiplied by the number of size classes (representative of the number ofcohorts) and corrected by cohort production interval (CPI). That is,

P

CPIi NW= ∑365 ∆ , (10)

where i = the number of size classes, N = the mean number of individualsin that size class (individuals/ m2), and W equals weight (mg/individual)(example 3). Integration of the area under the size-frequency distributionresults in interval production (IP) (table 6) which is used to calculate theunits used to describe secondary production.

TIME

Individual Cohorts

LEN

GTH

OR

MA

SS

Sampling Times

Siz

e C

lass

es

Cohort Production Interval

Figure 12—Representation of an invertebrate population over time.Each curved line represents growth of an individual cohort. The verticallines indicate five different sampling periods. The horizontal rectanglesrepresent six different size classes. Each sampling period transects sixdifferent cohorts but size class distribution is similar for each samplingperiod. The number of size classes equals the number of cohorts.

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63USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Table 6—Parameters used to describe secondary production (after Benke 1993).

Symbol Definition Units Description

W Individual weight mg Individual weight of animalsN Density No./m2 Density of individualsB Biomass g/m2 Biomass of individualsP Annual production g/m2/yr Biomass produced over a yearIP Interval production g/m2 Biomass produced over an

arbitrary timeIPc Cohort production g/m2 Biomass produced over the

cohort production intervalIPc/B Cohort P/B Relationship between cohort

production and biomassusually ranges from 2 to 8

P/B Annual production /yr Relationship between annualproduction and biomass

1-2

2-3

3-4

4-5

5-6

6-7

7-8

1

2

3

4

5

6

7

Mea

n N

umbe

r/m

2

Mean Mass or Length/Individual

Siz

e C

lass

es (

mm

)

∆N/m = N -N2i i+1

Weight at Loss =w +w

2

i i+1

High

LowLow High

Figure 13—Size-frequency distribution for macroinvertebratesecondary production estimates. The mean number of individualsover the sampling period are plotted against the mean mass forindividuals in that size class. Interval production is calculated byintegrating the area under the curve. Integration is accomplished bysumming all numbered areas.

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64 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Exa

mp

le 3

—C

alcu

latio

n of

sec

onda

ry p

rodu

ctio

n fo

r D

rune

lla d

odds

i in

Clif

f Cre

ek fr

om S

urbe

r sa

mpl

es ta

ken

(fiv

e re

plic

ates

) ov

er a

7 m

onth

inte

rval

beg

inni

ng in

Apr

il 19

94. T

he p

opul

atio

n is

enu

mer

ated

and

eac

h in

divi

dual

leng

th is

mea

sure

d. In

divi

dual

s ar

e se

para

ted

into

1-m

m s

ize

clas

ses,

drie

d, a

nd w

eigh

ed. C

olum

n A

is th

e le

ngth

of s

ize

clas

s. C

olum

n B

is th

e to

tal n

umbe

r of

indi

vidu

als

in th

atsi

ze c

lass

col

lect

ed o

ver t

he e

ntire

sam

plin

g pe

riod.

Col

umn

C is

the

mea

n nu

mbe

r of i

ndiv

idua

ls p

er s

ampl

e, c

olum

n B

div

ided

by

35(7

mon

ths

x 5

repl

icat

es).

Col

umn

D is

cor

rect

ed b

y th

e ar

ea o

f the

Sur

ber s

ampl

er. C

olum

n E

is th

e m

ean

wei

ght p

er in

divi

dual

in th

esi

ze c

lass

and

col

umn

F is

wei

ght p

er a

rea

(col

umn

D x

C).

The

sum

of c

olum

n F

is b

iom

ass

(B).

Col

umn

G is

the

diffe

renc

e in

num

bers

(col

umn

D)

betw

een

size

cla

sses

, gen

eral

ly th

e nu

mbe

r of

indi

vidu

als

lost

in m

ovin

g to

the

next

hig

hest

siz

e cl

ass.

Col

umn

H is

the

mea

n in

divi

dual

wei

ght b

etw

een

adja

cent

siz

e cl

asse

s. C

olum

n I i

s th

e pr

oduc

t of G

and

H. I

nter

val p

rodu

ctio

n is

the

sum

of I

mul

tiplie

dby

the

num

ber

of s

ize

clas

ses.

AB

CD

EF

GH

IL

eng

th (

mm

)N

um

ber

Nu

mb

er/

Nu

mb

er/ m

2W

eig

ht

Wei

gh

t∆

N/m

2W

eig

ht

at L

oss

Wei

gh

t L

oss

Sam

ple

(mg

/Ind

iv.)

(mg

/m2 )

(mg

/Ind

iv.)

(mg

/m2)

B/3

5D

x E

G x

H

10.

8- 2

.014

84.

229

45.5

170.

036

1.63

52

2.0

- 3.0

145

4.14

344

.595

0.08

33.

707

0.92

30.

060

0.05

53

3.0

- 4.0

521.

486

15.9

930.

142

2.27

328

.602

0.11

33.

221

45.

0- 6

.09

0.25

72.

768

0.26

60.

737

13.2

250.

204

2.70

15

6.0

- 7.0

60.

171

1.84

50.

889

1.64

10.

923

0.57

80.

533

67.

0- 8

.03

0.08

60.

923

1.45

51.

343

0.92

31.

172

1.08

27

8.0

- 9.0

90.

257

2.76

83.

182

8.80

9–1

.845

2.31

9–4

.279

89.

0-1

0.0

330.

943

10.1

495.

142

52.1

87–7

.381

4.16

2–3

0.72

29

10.0

-11.

038

1.08

611

.687

8.75

810

2.35

2–1

.538

6.95

0–1

0.68

710

11.0

-12.

020

0.57

16.

151

14.4

1688

.672

5.53

611

.587

64.1

4411

>12

.05

0.14

31.

538

27.7

4942

.670

4.61

321

.082

97.2

581.

538

13.8

7421

.335

306.

014

4.6

IP =

11

x 14

4.6

mg/

m2

=1,

591.

0 m

g/m

2

or1.

59 g

/m2

B =

306.

0 m

g/m

2

or0.

306

g/m

2

IP/B

=5.

2/7

mon

ths

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65USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Fish

Sampling the fish community at stage 1 is optional but is included as ameans to evaluate potential impacts and because fish are often of primeimportance due their recreational and commercial value. Analysis of fishcommunity data for the evaluation of impacts is limited due to planting ofsport fish, fishing pressure, and in the West, low diversity. In anadromousfish streams, juvenile salmonids can vary with the number of returningadults and with different commercial and sport fish management plans.This variability makes statistical comparisons difficult.

Methods: Stage 1 ______________________Snorkeling is recommended as the preferred method for sampling fish in

wilderness streams. This method requires little equipment, is cost effec-tive, and fish are not handled, reducing potential mortality. This isparticularly important in wilderness streams and in areas where protectedspecies are present. The methods described in Thurow (1994) are brieflyoutlined below; however, this publication should be referenced for addi-tional details.

In small streams, an individual snorkeler begins at the downstream endof the reach and moves slowly upstream. The snorkeler should move fromside to side making sure that all habitat types, pools, eddies, and undercutbanks are investigated. In larger streams, two observers move upstreamwith shoulders touching and count all fish passed between themselves andthe bank. In some cases, stream depth is too great for upstream movementand the snorkeler must float downstream remaining as motionless aspossible. All fish are identified, counted, and fish length is estimated in asingle pass through the sampling reach. With training, the accuracy ofspecies identification and estimates of fish length can be improved. Pub-lished relationships between fish length and fish weight can be used toestimate biomass.

The fish community is evaluated using the metrics from RBP V (Plafkinand others 1989). Additional metrics for Idaho coldwater streams havebeen developed by Chandler and others (1993) and Robinson and Minshall(1995). These metrics are as follows:

1. Number of native species2. Number of sculpin species3. Number of native minnow species4. Number of sucker species

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66 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

5. Number of intolerant species6. Percent of common carp7. Percent omnivores8. Percent insectivores9. Percent catchable salmonids

10. Number individuals per kilometer11. Percent introduced species12. Percent anomalies13. Total biomass (g/m2)14. Salmonid biomass (g/m2)15. Percent young of the year16. Salmonid density (m–1), and17. Salmonid biomass (g/m2)

Each metric can be used as a dependent variable for statistical compari-sons between reference and impacted sites. Alternately, each metric isscored, based on the 90 or 95 percent confidence interval (example 3).Metric scores also can be determined based on visual evaluation of therange of data values (Fore and others 1996). The sum of all metric scoresis then used for comparisons. The following tabulation outlines this process:

Dependent variables Analyses

Stage 1 Mean metric values StatisticalMean total metric score

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67USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Algae/Periphyton

Benthic algae, along with benthic organic matter and organic matter intransport, represent the primary energy source for herbivory and detritalfood webs. The relative importance of these energy sources varies along acontinuum from headwater streams to larger rivers (Vannote and others1980). Three main groups comprise the majority of the benthic periphytonfound in wilderness streams; Cyanophyta, Chlorophyta, and Chrysophyta.The Cyanophyta, or blue-greens, lack a nucleus and contain pigmentswithin the cell membrane. The Chlorophyta are the green algae that arecharacterized by containing chloroplasts in which chlorophyll is the pre-dominant pigment and energy is stored as starch. The diatoms(Bacillariophyceae) are the predominant class of organisms in the Chryso-phyta division. Diatoms are generally unicellular, store food as oils, and aresurrounded by a thick siliceous cell wall. Algae occur in association with,and are often embedded within the exudates of, heterotrophic bacteria andfungi; collectively, these constitute periphyton. For convenience, the algaeand associated heterotrophic organisms and other organic matter aresampled and analyzed as a unit. Additional morphological (for example,counts of diatom frustules) or biochemical techniques (for example, chloro-phyll or ATP analysis) may be employed to provide further informationabout the sample in general and the algae in particular. Algal productionis directly affected by light, nutrients, water velocity, temperature, andindirectly by primary and secondary consumers. Therefore, alterations oftheses variables can result in different levels of algal biomass or changes incommunity composition. The following tabulation outlines this process:

Dependent variables Analyses

Stage 2 Mean AFDM StatisticalMean Chl-aChl-a/ AFDM

Stage 3 Diatom community metrics Statistical

It is useful to divide incoming light into two components: light reachingthe stream surface and light penetrating to the stream bottom. In manyheadwater streams in wilderness areas of the western U.S.A., benthic algaecan be limited by the amount of light reaching the stream surface (Hill andKnight 1988; Shortreed and Stockner 1983). Alterations in the height anddensity of riparian plants can therefore be transmitted to changes in algalbiomass. Community composition also can change with changes in lightintensity, as diatoms are known to drift depending on light availability(Bothwell and others 1989). The amount of light penetrating to the bottom

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68 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

of the stream can be altered by the turbidity of the water. Increasinginstream sediment can alter light availability and reduce algal biomass(Davies-Colley and others 1992; Lloyd and others 1987; Quinn and others1992).

The availability of limiting nutrients can alter algal biomass. Therefore,alterations in nutrient input to a stream can be monitored by changes inalgal biomass. Algal community structure also can be affected by changesin nutrient concentrations. For example: the presence of the nitrogen-fixingcyanobacteria, Nostoc, is often an indication of low concentrations ofnitrogen.

Water velocity can either enhance or degrade accumulation of algalbiomass. Increasing stream velocities can facilitate the uptake of nutrientsand the removal of metabolic waste products. As water velocity increases,the force of the turbulent water can remove dead or dying cells from theperiphyton matrix or patches of living organisms.

Algal growth rates often are positively associated with increasing tem-peratures. Higher stream temperatures often are accompanied by en-hanced algal biomass. Community structure also can change due to differ-ential growth responses to different temperatures.

Algal biomass can be affected secondarily by herbivorous invertebrates(Hill and Knight 1987; Hill and others 1992; Lamberti and Resh 1983 ),which in turn can be altered by the presence of insectivorous fish oramphibians. For example, high levels of grazing insects can maintain a lowlevel of algal biomass; however, if fish reduce the density of grazing insects,algal biomass can increase.

Methods: Stage 2 ______________________Within the sampling area, algae from a known surface area of five

randomly chosen rocks is removed, filtered, and preserved in the field.Removal and filtration of attached algae requires the use of tools containedwithin the periphyton sampling kit (photo 5). Contents of the samplingkit are described below.

1. Periphyton sampler constructed from the barrel of a 30-cc plasticsyringe which has been cut off 4 cm from the open end (the end that hasprotrusions for fingers). The bore of the syringe barrel is used to delineatethe area for removal of periphyton. Neoprene foam (4-mm thick wetsuitmaterial) is glued, using a combination of epoxy and RTV-silicone neoprenecement, to the flat surface of the syringe barrel to provide a water seal whenthe sampler is placed snugly against the rock surface.

A heated cork borer provides a convenient means for making a hole in theneoprene. The actual area circumscribed on a rock by the sampler can bedetermined by using the sampler as a “rubber stamp” to transfer animpression (using an ink pad) repeatedly onto paper. The area containedwithin the donut-shaped impression is determined. The area of a samplerfabricated as above is approximately 3.45 cm2.

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69USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

4

5

6

12

3

Photograph 5—Periphyton sampling kit in canvas case (above) andcontaining, (1) sampler, (2) plastic brush, (3) hand suction, (4) medicinedropper, (5) forceps, and (6) filter holder.

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70 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

2. A small brush constructed by gluing a 8 x 8 mm portion of a hard-bristled toothbrush onto the end of a handle such that the bristles areparallel with the handle.

3. Large plastic medicine dropper or plastic volumetric pipette withsuction bulb for aspirating periphyton from sampler. The pipette tip shouldhave an opening with a diameter of about 4 mm to facilitate suction of largeparticles (a 5-ml medicine dropper is ideal).

4. Forceps, for handling filters and for use in removal of filaments orinvertebrates which otherwise would interfere with determination ofperiphyton biomass.

5. Portable 47-mm filter holder with base and trap for filtrate.6. Hose and suction device for filter. Hand-operated pump can be used for

suction.7. Glass fiber filters (Whatman GF/F, 47 mm or equivalent with a

nominal pore size of 0.7 µm) pre-combusted in a muffle furnace for 1 h at 475°C. Filters should be pre-weighed and stored in individual dust-freecontainers if an estimate of periphyton dry weight or percent organic isdesired. Storage containers for filters can take various forms includingplastic scintillation or other vials, cryotubes, or 49 mm-diameter plasticpetri dishes.

8. Labels for filter containers. PolyPaper labels (Nalgene No. 6309 or6315, 19 x 38 cm) are good since they are waterproof and can be removedeasily after laboratory analysis.

Algal or periphyton sampling follows the procedure outlined below.

1. The five rocks are brought to a central sampling location and placedunder water maintaining the original orientation. A rock is removed fromthe water and a representative sampling location is identified on the uppersurface.

2. The periphyton sampler is held onto the rock surface with adequateforce to retain water within the plastic cylinder. With the medicine dropperor wash bottle, add sufficient particle-free water into the cylinder to fill itto a depth of 1-2 cm, brush vigorously for about 10 seconds to dislodgeperiphyton, aspirate the contents with the dropper or pipette, and expel thecontents into filter head (photo 6). Repeat this process three times; more ifnecessary to remove particularly large accumulations. The final rinseshould be particle-free. It may be necessary to repeat this procedure severaltimes for each rock in order to fully load the filter with material. Theobjective is to collect sufficient material to minimize errors during gravi-metric analysis (no less than 10 mg dry weight).

3. After filtration, the filter is placed within a labeled storage container,and placed in a cool, dark place. If analysis of chlorophyll-a is desired, thefiltered sample must be stored in the dark at temperatures below 4 °C untilanalysis (APHA 1995). A liquid-nitrogen cooled 3DS Dry Shipper (UnionCarbide Corporation: height 478 mm, diameter 194 mm, weight 6.8 kg) orpacking in dry ice can be used to freeze samples. Small (1.8 ml) cryogenicvials work well for storage of filters in conjunction with Dry Shipper. Ifvalues of ash free dry mass only are desired, the filtered algae can be

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71USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

preserved in formalin. In the absence of a portable Dry Shipper, thedifficulty of freezing samples in remote wilderness streams may limitanalysis to AFDM.

4. Laboratory analysis of chlorophyll-a (corrected for pheophytin) andAFDM is done following methods in the current Standard Methods (APHA1995). We have found that accurate chlorophyll-a and AFDM values can beobtained from each filtered sample.

a. Place thawed sample into a tissue grinder and cover with 3 ml of 90percent acetone (or methanol). Grind sample for 1 minute.

b. Transfer sample to centrifuge tube and add an additional 7 ml ofacetone. Be sure to rinse all residual material from the grinder.

c. Place the centrifuge tube into a refrigerator (4 °C) for at least 2 hours.d. Clarify sample by centrifuging for 20 minutes at 500 g.e. Transfer 3 ml of the extract into a 1-cm cuvette and measure

absorbance at 664 and 750 nm.f. Acidify with 2 drops of 0.1N HCl. After 90 seconds, measure absor-

bance at 665 and 750 nm.

Chlorophyll a mg m

VA L

b b a a− = − − −×

( / ). (( ) ( ))2 26 7 664 750 665 750

(11)

where V is the volume of extract (Liters), A is the area of the sampler(m2), L is the light path length (cm), and the subscripts b and a denotebefore and after acidification, respectively.

Photograph 6—Field sampling of periphyton.

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72 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

g. Return extract to centrifuge tube and transfer contents to crucible.h. Place crucible under an exhaust fan until all the acetone has

evaporated.i. Dry sample in drying oven (60 °C) for 24 hours, remove and cool to

room temperature in a desiccator, and obtain dry weight.j. Ash samples in muffle furnace (550 °C) for 2 hours. Rewet samples

with distilled water and return to drying oven for 24 hours.k. Place samples in desiccator and allow to cool to room temperature.

Obtain final dry weight.

AFDMg m

W WA

/ 2 1 2= −(12)

where W1 is initial dry weight (g) and W2 is final ash weight (g).

Methods: Stage 3 ______________________Stage 3 analysis is increased to include the preservation and identifica-

tion of diatoms. These data are used to calculate diatom community metricsusing Montana Water Quality Bureau Protocol II after Bahls (1993) orregionally refined metrics where available.

Diatom algae are collected from randomly selected rock substratescomprising a mix of habitats representative of a particular study site.Samples are brushed or scraped into a container, preserved in a 5 percentformalin solution, labeled, and returned to the laboratory. Samples may beprocessed and analyzed by the investigator or sent to a specialist. For theinvestigator, generic keys include Barber and Haworth (1981), and Prescott(1970). Patrick and Reimer (1966) provide a key to most North Americanspecies. A number of laboratories and/or individuals identify diatoms forbiological monitoring projects, several of which are listed (appendix B). Thislist is not comprehensive, and is included here only to provide managersthat require diatom identification with a starting point in their search.

For analysis, the composite sample is boiled in concentrated nitric acid,rinsed, mounted in Naphrax mountant, and examined under 1000X oilimmersion. Analysis of the diatom community metrics requires identifica-tion of genera and, where possible, species. Counts of 600 to 1000 diatomvalves are made from each slide to determine relative density. Diatoms areanalyzed in terms of species richness, Simpson’s Index, Shannon diversity,pollution tolerance index, siltation index, and a similarity index. Thesevalues are calculated using relative abundance data for each site (Bahls1993; Minshall 1996; Robinson and others 1994).

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73USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Large Woody Debris

Large woody debris (LWD) plays an important role in lotic ecosystems.It serves to stabilize the stream channel, retard the export of organic matterand nutrients, and provide protection and habitat for invertebrates andfish. Quantification of LWD often is ignored in ecological assessmentsbecause it is regarded as difficult and time consuming. Here we propose arelatively simple and straightforward technique for determining the amountof LWD in and immediately adjacent to the active stream channel, andevaluating several characteristics indicative of the contribution the mate-rial is likely to make in terms of channel/substratum stability, organicmatter retention, and habitat for fish. The following tabulation outlinesthis process:

Dependent variables Analyses

Stage 1 Total piece count Comparative or statistical if multipleTotal debris dam count years or sites are available

Stage 2 LWDITotal piece by size class Comparative or statistical if multipleTotal pieces in zones 1 and 2 years or sites are availableTotal piece volume

Methods: Stage 1 ______________________Large woody debris is described as the organic matter over 1 m in length

and at least 10 cm in diameter at one end (sticks to logs). When multiplepieces of debris accumulate in the stream channel and retard water flow,a debris dam is formed. Stage 1 LWD analysis is an inventory of all LWDand debris dams over the entire sampling reach. All woody debris anddebris dams within the bankfull channel are counted and recorded. Totalcounts are standardized by reach length or reach area. Large woody debrissampling is conducted once a year or longer.

Methods: Stage 2 ______________________The functional influence of LWD on stream ecosystems varies with many

factors, in addition to total counts of pieces and debris dams. The sizerelative to stream size, position in channel, and stability of LWD willdetermine its influence on streams. At stage 2 analysis, these factors arequantified to provide a score for each piece and debris dam, which willreflect their relative importance (table 7). The total score for LWD piecesand debris dams over the sampling reach is summed to provide a largewoody debris index (LWDI) (example 4). The LWDI is standardized byreach length or area.

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74 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tab

le 7

—R

ank

scor

es fo

r pie

ces

and

dam

s of

larg

e w

oody

deb

ris (L

WD

) bas

ed o

n th

eir p

oten

tial t

o in

fluen

ce s

trea

m m

orph

olog

y, h

ydro

logy

, and

orga

nic

mat

ter

rete

ntio

n.

Sco

re

P

iece

s1

23

45

Leng

th/b

ankf

ull w

idth

0.2

to 0

.40.

4 to

0.6

0.6

to 0

.80.

8 to

1.0

>1.

0D

iam

eter

10-2

0 cm

20-3

0 cm

30-4

0 cm

40-5

0 cm

≥50

cmLo

catio

nZ

one

4Z

one

3Z

one

2Z

one

1T

ype

Brid

geR

amp

Sub

mer

sed

Bur

ied

Str

uctu

reP

lain

Inte

rmed

iate

Stic

kyS

tabi

lity

Mov

eabl

eIn

term

edia

teS

ecur

edO

rient

atio

n0-

20°

20-4

0°40

-60°

60-8

0°80

-90°

Deb

ris

dam

sLe

ngth

(%

of b

ankf

ull w

idth

)0

to 2

020

to 4

040

to 6

060

to 8

080

to 1

00H

eigh

t (%

of b

ankf

ull d

epth

)0

to 2

020

to 4

040

to 6

060

to 8

080

to 1

00S

truc

ture

Coa

rse

Inte

rmed

iate

Fin

eLo

catio

nP

artia

lly in

hig

hIn

hig

h flo

wP

artia

lly in

low

In m

id lo

wIn

low

flow

flo

w f

low

flo

wC

hann

elC

hann

elC

hann

elC

hann

elC

hann

el a

gain

st b

ank

Sta

bilit

yM

ovea

ble

Inte

rmed

iate

Sec

ured

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75USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Piec

esLe

ngth

/Ban

kful

l Wid

thD

iam

eter

Loca

tion

Type

Str

uctu

re

Stab

ility

Orie

ntat

ion

Tota

lD

ebri

s D

ams

Leng

th

Hei

ght

Stru

ctur

e

Stab

ility

Tota

l

Scor

e1

23

45

Tota

l 31 37 40 35 36 38 3825

5

5 5 5 3

320

23

5410

6620

105

5Lo

catio

n

Exa

mp

le 4

—D

ata

shee

t for

det

erm

inin

g a

larg

e w

oody

deb

ris in

dex

(LW

DI)

. Eac

h pi

ece

of la

rge

woo

dy d

ebris

(LW

D) a

nd o

ne d

ebris

dam

wer

e ra

nked

from

the

sam

plin

g re

ach.

For

exa

mpl

e, 1

6 pi

eces

wer

e co

unte

d (n

umbe

r of

mar

ks in

row

). E

ight

of t

hese

pie

ces

had

a le

ngth

/ ban

kful

l wid

th r

atio

of 0

.2 to

0.4

, 5 w

ith a

ratio

of 0

.4 to

0.6

, and

so

fort

h. T

he fa

r rig

ht c

olum

n to

tals

are

the

sum

of t

he n

umbe

r of m

arks

tim

es th

e ra

nk s

core

. For

exam

ple,

leng

th to

ban

kful

l wid

th ra

tio, 3

1 =

(8)(

1) +

(5)(

2) +

(2)(

4) +

(1)(

5). T

otal

pie

ce s

core

(PS

) is

255

and

tota

l deb

ris d

am s

core

(DD

S) i

s23

. LW

DI =

ΣP

S +

5ΣD

DS

= 2

55 +

5(2

3) =

370

.

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76 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

The size of individual pieces is determined by measuring the length anddiameter of the largest end. Longer, larger pieces should have a greaterinfluence, are less likely to be moved, and are given a higher score. Thelocation score is based on the portion of time a piece is likely to be in theactive channel. Pieces that are in the active channel only at bankfull flowsare given a lower score than pieces that will be in the channel at all times.Score is based on the predominant location in one of the four stream zones(Robison and Beschta 1990) (fig. 14). The different types of debris are shown

Ramp

Bridge

Submerged

Buried

Water Surfaceat Low Flow

Water Surfaceat Bankfull Flow

Zone 1

Zone 2

Bankfull Flow

Zone 3 Zone 4Zone 4

Figure 14—Different “types” of large woody debris (LWD)pieces and four stream zones.

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77USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

in figure 16. Scores for piece type are based on stability and their relativeinfluence on morphology, flow, and organic matter retention. Structurescore is based on the potential to retain organic matter. LWD with a “sticky”structure has numerous branches or roots over its entire length. LWDorientation is determined by the angle between the piece and the streambank. Pieces perpendicular to stream flow are more likely to create dam andplunge pools, increasing habitat complexity and organic matter retention.Pieces oriented 60 to 80° from the bank often divert flow and cause scourpools.

Debris dam scores rank the length (across the channel), height, struc-ture, and stability of the object. Length is relative to bankfull width. Adebris dam extending all the way across a stream will have a greaterinfluence on morphology, hydrology, and organic matter retention than onethat only partially disrupts flow. Debris dam height is relative to bankfulldepth and reflects the portion of the stream influenced. Location scoresreflect the position of the debris dam in relation to the active channel at lowflows. Structure relates to the retention capacity of the debris dam. A debrisdam with a fine structure will filter out more organic matter than a coarsestructured dam and is given a higher score. Stability scores are based on thelikelihood that the dam will be retained over variable flows.

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78 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Benthic Organic Matter

Benthic organic matter (BOM) is the non-living organic matter depositedon stream bottoms and can provide an important energy source for het-erotrophic bacteria, fungi, invertebrates, and fish. In heavily shadedstreams, most of this material originates from the leaves, needles, andassociated litter of terrestrial plant and can be a major organic energysource. Quantification of this resource is therefore important in determin-ing the maximum biomass expected at upper trophic levels. Stage 2analysis provides a measurement of this food base. Further subdivision ofBOM in stage 3 provides a measure of annual variation and the sizefractions of this resource. Size fractionation provides information inunderstanding invertebrate distribution, particularly with respect to func-tional feeding groups, in relation to the condition of the riparian habitat andthe adjacent forest (Cummins and others 1989).

Methods: Stage 2 ______________________Benthic organic matter can be obtained from the sample collected for

aquatic invertebrates. After all invertebrates are removed from the sample,the remaining organic matter is rinsed and placed within a large crucibleor other suitable container that is stable at temperatures up to 600 °C.AFDM is determined by methods outlined previously for periphyton. Thesample is placed in a drying oven (60 °C) for 24 hours or until weightstabilizes. The sample is cooled to room temperature in a desiccator,weighed, and placed within a muffle furnace (550 °C) for 2 hours or untilall of the organic matter is reduced to ash. Upon removal, the sample isrewetted with distilled water, dried, cooled, and reweighed. The rewettingprocess rehydrates all inorganic clays within the sample. The differencebetween the initial and final dry weight is the AFDM. Resulting AFDMvalues are standardized by sampler area and expressed as g AFDM/m2. Ifthe benthic sample was subsampled, the value should be multiplied by theinverse of the portion sampled to obtain a mass/sample value.

Methods: Stage 3 ______________________Annual measurements of benthic organic matter can be obtained by

following the above procedure on a monthly or more frequent basis. At aminimum spring, summer, and autumn values should be obtained torepresent the main periods of input and utilization.

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79USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Fractionation of benthic organic matter requires sieving of samples,which is most conveniently done in the laboratory. Three commonly usedsize fractions are: coarse particulate organic matter (CPOM) (1 mm to 16mm), fine particulate organic matter (FPOM) (0.05 mm to 1 mm), and ultrafine particulate organic matter (UPOM) (0.45 µm to 0.05 mm). The use ofthese size fractions will be based on the type of mesh used for invertebrateanalyses. There is a trade-off in the size of mesh used for sampling. Smallermesh size allows for the collection of smaller invertebrates, and the lowerorganic matter fractions, but reduces the flow of water which can cause theloss of sample integrity due to part of the sample being flushed out of theopen end of the Surber net. We have found a 250 µm mesh size to be theminimum size for use in conjunction with invertebrate collection that doesnot result in a loss of sample. If this mesh size is used, passing the samplethrough a sieve with a mesh size of 1 mm will provide coarse and finefractions. The two fractions are then processed separately for AFDM asabove.

Where more specific information is desired regarding specific size classesof BOM and smaller particles, further refinement can be obtained bysampling solely for BOM and adding a 52 µm net to collect an additionalFPOM fraction. Sampling of UPOM would require that the materialpassing through the 52 µm-mesh net be subsampled and collected on a 0.45µm glass fiber filter (see Minshall and others 1983 for details).

In addition to size fractionation, identification of the types of plants andalgae that contribute organic matter to the benthos is useful for character-izing food quality. Direct observation through a dissecting microscope isused to identify the organic matter. Identification only is possible for thelarger size fractions (>1 mm). Genus or species identification is preferred;however, percent woody, autochthonus versus allochthonus, and deciduousversus evergreen are adequate distinctions.

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80 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Transported Organic Matter

Transported organic matter (TOM) and invertebrate drift samplesprovide further quantification of the organic food base and a directmeasurement of the food base for fish. Many aquatic insects are adapted tofiltering organic matter from the water column. Measurements of trans-ported organic matter allow a better understanding of the distribution ofaquatic invertebrates based on functional feeding group analysis. Manyfish, including salmonids, feed mainly on aquatic insects drifting in thewater column; therefore, quantification of this resource is important inestimating the potential food base for these fishes. If the resource is to beevaluated for fish, the following sampling regime should be expanded toinclude dawn and dusk sampling, as aquatic invertebrate drift is usuallygreater at these times. The following tabulation outlines this process:

Dependent variables Analyses

Stage 3 Mean TOM, total and for each Statistical size class, and TOM flux.

Methods: Stage 3 ______________________The sampling regime should coincide with benthic organic matter collec-

tion so that the relative importance of each resource can be determined.However, for more detailed measurements, TOM sampling should increasewith changes in discharge as described for stage 3 water chemistry.Transport should be collected at 0.6 x depth, and at the surface, as a largeportion of the coarse fraction is transported along the surface (fig. 15). Thetransport net frame should be constructed so that it can be supported atdifferent depths within the water column. Nets of different mesh size canbe nested so that multiple size fractions are collected simultaneously.

1. Rebar or steel spikes are passed through sleeves or collars on theside of the net frame and driven into the streambed. The net frame, withnested nets, is slid to the desired height and held in place by thumb screwspassing through the sleeves.

2. Initial time is recorded. Water velocity into the net is measuredand recorded by placing a velocity meter in front of the net opening.

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81USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Side view of nested transport nets

Velcro

Top view

Thumb screw

Collecting Bucket

Openings of sleeve for support rod

Surface Transport

Transport at 0.6d

Support rod

Figure 15—Diagram of nested transport nets, frame, and stream placement.

3. Nets should be removed prior to sustained reduction of flowresulting from accumulation of materials in the net. Interruption of flowwill result in underestimates of TOM, unless measured continuously. Timeof removal is recorded.

4. Once the net is removed from the water column, the inner coarsenet is slid up partially and all fine organic matter is rinsed into the apex ofthe fine net. This should be accomplished without submerging the openingof either net. The contents of the net are then emptied into a prelabelledwhirl-pak bag and preserved with formalin (5 percent by volume). Thecontent of the coarse net is treated similarly. Forceps may be useful inremoving leaves and twigs from the net.

5. Upon returning to the laboratory, the sample is rinsed free offormalin, the aquatic invertebrates are removed and sorted into categoriesof similar appearance, identified to appropriate taxonomic level, counted,and weighed.

7. Each particulate organic matter size fraction is analyzed forAFDM as outlined previously for periphyton and BOM. The results arepresented on a per-volume basis. Therefore, the AFDM value is standard-ized by the volume of water passing through the net in terms of g/m3.Volume (m3) is calculated as the product of water velocity into the net (m/s), area of net frame opening (m2), and total time the net was in place (s).Comparable units with benthic samples (m2) can be obtained by dividingthe volume by mean stream depth (m).

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82 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Organic Matter Decomposition

Decomposition rates are important indicators of the quality of benthicorganic matter either as a food resource or microbial (bacterial and fungal)activity or both. Decomposition rates are influenced by many biotic andabiotic factors. These influences are summarized by Webster and Benfield(1986), from which the following discussion is derived. Decomposition ratesare a function of temperature, invertebrate detrivores, the structuralquality of the detritus, and the nutrient quality of the detritus andsurrounding water. Decomposition generally is increased by elevatedtemperatures, as microbial enzymatic activity is enhanced. The structuralquality of the litter also will influence breakdown rates, as fibrous cellularmaterial is more resistant to decay. The nutrient quality of the litter alsoaffects breakdown rates. In terrestrial systems, decay rates can be esti-mated from the C:N ratio of leaf litter. In aquatic systems, the nutrientcontent of litter can be augmented by dissolved elements. Generally, ahigher nutrient content of the detritus and surrounding water results infaster breakdown rates of detritus. Invertebrate shredders act to mechani-cally fractionate the detritus and convert it into small fecal residue and foodcrumbs which are utilized directly by collectors or transported down-stream. The pattern of detrital decomposition follows three stages. Ini-tially, all soluble components of the cell are leached out. This results in arapid weight loss in the first 24 hours. Next, decomposition is carried outby microbial and fungal breakdown. Finally, this conditioned detritus isfractionated by the combined effects of invertebrate shredders and physicalprocesses.

Organic matter processing rates traditionally, as in this manual, havebeen determined by the mass loss of CPOM over time. These methods arean index of decomposition rates but provide little information concerningthe breakdown of the smaller organic matter size fractions. The presenceof extracellular enzymes has been used to estimate breakdown rates ofFPOM and UPOM (Sinsabaugh and others 1994) and could be used toaugment the methods outlined in this section.

Methods: Stage 4 ______________________The breakdown of CPOM is determined by containing leaves in a mesh

bag or as a leaf pack, securing the leaves to the streambed, and measuringweight loss over time. Mesh bags may reduce the flow of dissolved nutrientsand exclude invertebrates, thereby underestimating breakdown rates(Cummins and others 1980). However, the use of large mesh size alleviates

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these problems (Benfield and Webster 1985). Leaf packs are constructed bybinding leaves together with monofiliment line and may be more represen-tative of stream conditions by providing flow of nutrients and access toinvertebrates. However, mechanical breakdown and loss of the smallerorganic matter size fractions can increase decomposition estimates.

1. Leaf litter, that is representative of the riparian vegetation sur-rounding the stream in question, is collected from the forest floor. It isimportant to collect leaves after abscission because of the altered nutrientstatus of abscised leaves. Alternatively, a tarp may be spread out and treesor bushes shaken vigorously to dislodge dead leaves.

2. Leaves are dried at 60 °C until weight is stabilized; 5.0 to 10.0 g ofdried leaves are placed within a mesh bag (mesh pore size of 2.5 cm2) orbound into a leaf pack.

3. The dry weight of individually labeled mesh litter bags is recorded.The number of mesh litter bags required is the product of replicates andsampling dates. That is, if three replicates are to be collected on six separatedates (day 1, 3, 10, 20, 30, and 60), then 18 litter bags are required.

4. Litter bags or packs are secured to the streambed at randomlocations within the dominant flow type (riffle, run, or pool) by securing thelitter bag to a metal stake driven into the streambed or other stationaryobject such as a root.

5. Replicate-litter bags (three or more) are collected at predeter-mined sampling dates, emptied into whirl-pak bags, and preserved withformalin.

6. Upon returning to the laboratory, invertebrates are removed fromthe sample and identified. The remaining organic matter is rinsed thor-oughly and dried to a stable weight at 60 °C Dry weight and litter bag labelinformation are recorded.

7. Where inorganic sedimentation may interfere with weight loss,initial and final AFDM values may be more representative of organicmatter decomposition. In this case, the initial AFDM must be estimatedfrom the relationship between dry weight and AFDM. At a minimum, thirty5 g dry weight litter samples are ashed (550 °C for 2-3 hours), rewetted,dried and weighed. Regression analysis can be used to estimate AFDM asa function of dry weight.

Decomposition rates are obtained by fitting the data to a mathematicalmodel. Many different models are available. A review and comparison ofthese models is provided by Wieder and Lang (1982). Generally, the singleexponential decay model is used to determine the decay rate constant k.This constant can then be compared with other studies. The exponentialdecay model is:

Xt = Xoe–kt (13)

where Xt is mass at time t (days), Xo is the initial mass, and t is time in days.The weight of the organic matter collected on day 1 is used as the initialweight to correct for material lost in transport and through leaching. Thedecay rate constant, k, is determined by graphing the natural log of Xt/Xoas a function of t (fig. 16). The negative slope of this line is k. The slope iscalculated through least-squares regression (example 1). Due to the effect

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84 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

of temperature on decomposition rates, this value can be standardized bydegree days (Minshall and others 1983; Paul and others 1983), which allowscomparison of different streams or values obtained at one site at differentseasons. This is accomplished by regressing ln Xt/Xo as a function of degreedays rather than days. For sites that are difficult to access, single 30-dayremovals from several streams may be a viable alternative. Single removalsfrom several streams may result in less precise measurements but wouldat least allow for comparative 30-day organic matter losses. The typicalvalues were as follows:

Method k/day ReferenceFirst order stream in Frank Church Bags 0.018 Unpublished

Wilderness Area, IdahoSecond order stream, Caribou Packs 0.0016 La Point (1980)

National Forest, IdahoFirst order stream, Oregon Packs 0.0035 Minshall and others (1983)

(Carya tomentosa)First order stream, Idaho Packs 0.0037 Minshall and others (1983)

(Carya tomentosa)Third order stream, Michigan Packs 0.0105 Irons and others (1994)

(Salix alaxensis)Second order stream, Virginia Bags 0.0486 Benfield & Webster (1985)

(Cornus florida)Second order stream, Virginia Bags 0.022 Benfield & Webster (1985)

(Acer rubrum)Second order stream, Alaska Packs 0.026 Irons and others (1994)

(Alnus crispa)Second order stream, Alaska Packs 0.016 Irons and others (1994)

(Salix alaxensis)

-0.4

-0.3

-0.2

-0.1

0

0.1N

atu

ral l

og

(x

t/x

o)

0 5 10 15 20

Day

y = -0.018x r2 = 0.967

Figure 16—Calculation of the decay rate constant, k, by plottingln Xt/Xo versus time. Slope of line is –0.018, so k = 0.018.

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85USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Primary Production

Primary production is a measure of within-stream or autochthonouscarbon fixation. This production may constitute a substantial carbon sourcefor herbivory and detrital based food webs (Minshall 1978). The relativeimportance of primary production varies with stream size, increasing atmid-order streams as the filtration of light by the riparian canopy dimin-ishes, and then decreasing in larger rivers as light attenuation through thewater column increases (Bott and others 1985; Minshall and others 1983;Minshall and others 1992; Naiman and Sedell 1980). Primary productionis described by three parameters: Gross Primary Production (GPP), NetPrimary Production (NPP), and Respiration (R). These three parametersare related, because NPP is the total amount of carbon fixed (GPP) minusthat respired (R). Primary production can be described in terms of theautotrophic component or at the community/ecosystem level. Attachedalgae reside in a matrix composed not only of algae but also associatedbacteria and fungi. Therefore, autotrophic GPP consists of carbon fixed byalgae, minus algal, bacterial, and fungal respiration. However, largeportions of carbon are respired outside of this association. Therefore,ecosystem-level measurements, in addition to autotrophic processes, in-clude respiration by animals, and that associated with the microbialbreakdown of organic matter in transport, on the streambed, and beneathand lateral to the streambed.

Measurements of primary production provide information that is notavailable by evaluation of standing stocks of periphyton biomass or thechange in biomass over time. Biomass measurements are the result of NPPminus the amount lost through herbivory and sloughing. Therefore, meas-urements of biomass underestimate the importance of autotrophic produc-tion as an energy source. Because of this underestimate, ratios of algal tobenthic biomass do not reflect the relative importance of these two energycomponents. A more realistic evaluation is obtained by the ratio of GrossCommunity Production to Gross Community Respiration, or a P/R ratio(see Rosenfeld and Mackay 1987, and Meyer 1989 for a discussion of P/Rratios and their interpretation). The resulting typical values were asfollows:

Method GPP (mg/O2/m2/hr) Reference

First order, Tennessee Open system 72.6 Marzolf and others (1994)First order, Tennessee Chamber 67.3 Marzolf and others (1994)Second order, New York Chamber 15.8 (NPP) Fuller and Bucher (1991)First order, Alaska, Chamber 12.2-260.2 Duncan and Brusven (1985)Second order, Idaho Chamber 26.9-74.0 Davis (1995)Second order, Idaho Chamber 63 Minshall and others (1992)First order, Oregon Chamber 16 Naiman and Sedell (1980)

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86 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Methods: Stage 3 ______________________Ecosystem measures of metabolism using open-system methods is sug-

gested for stage 3 level of analysis where flow conditions permit. The opensystem method (Odum 1956) involves measuring the change in oxygen orcarbon dioxide from upstream to the downstream end of a stream segment.The changes in oxygen concentration must be corrected for oxygen accrual,through tributaries or groundwater, and atmospheric diffusion. Carefulsite selection can usually reduce non-photosynthetic oxygen accrual. Esti-mates of diffusion however, are difficult to obtain and the difficulty isaccentuated in highly turbulent streams (Marzolf and others 1994). Inrapid-headwater streams upstream-to-downstream changes in oxygen canbe dominated by diffusion rather than biotic processes, and open systemmeasurements are not recommended in these situations (Bott and others1978). The use of streamside channels reduces diffusion and accrualproblems and has been used as an alternative to true open system measure-ments (Guasch and others 1995; Triska and others 1983).

Methods: Stage 4 ______________________The second method used to measure primary production is through the

isolation of a portion of the streambed within a closed microcosm. Thismethod involves the use of recirculating chambers. Ecosystem-level mea-surements can be obtained by using microcosms that encompass mostcomponents of production, or by measuring each component separately andsumming individual components. Periphyton productivity can be evalu-ated through the following chamber method using artificial or naturalsubstrata. Artificial substrata such as unglazed ceramic tiles, have theadvantage of easier determination of surface area, homogeneous coloniza-tion, and more simple algal biomass, but are disadvantageous because theymay not reflect natural biomass and community composition (Cattaneo andAmireault 1992).

1. If artificial substrata are to be used, the material should be placedin the stream at least 1 month prior to production measurements. Algal-colonized tiles, or randomly selected rocks are placed within the chamber(fig. 17) (Bott and others 1978; Bowden and others 1992; Duff and others1984). The chamber is sealed and placed in the stream to maintain ambientstream temperatures within the chamber. Placement location shouldreflect dominant light levels and light reaching chambers should berecorded during productivity measurements (see the Solar Radiationsection).

2. Dissolved oxygen (D.O.), time, and water temperature are moni-tored at 15 to 30-minute intervals or recorded continuously with a datalogger. Duration of incubations will depend on the productivity within thechamber and available power supply. Highly productive colonies willproduce oxygen supersaturation within the chambers, leading to diffusionof oxygen out of the water. Therefore, chamber water should be renewedperiodically to avoid supersaturation.

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87USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

3. Night measurements or opaque coverings can be used to deter-mine respiration rates.

4. After day and night measurements, the colonized substrata areremoved from the chamber. Periphyton biomass and chlorophyll-a isevaluated by scrubbing all attached algae into a known volume of water.Subsamples of the algal slurry are removed and filtered, preserved, andreturned to the laboratory for analysis (see the Algae/Periphyton section).Slurry and subsample volume must be recorded in order to calculate thetotal chamber chlorophyll-a and AFDM values.

5. Surface area of tiles can be determined by standard geometricformulas. The surface area of rocks can be determined by weight/arearelationships. The area of the rock with attached algae is covered with

Port for D. O. Probe

Pump

PVC tubing

17 cm

17 cm

D.O Probe

Pump

To 12VDC Battery

To D.O. Meter

28 cm

Colonized Substratum

Side View of Chamber

Front View of Chamber

Figure 17—Diagram of photosynthesis chamber designed byAliquot (Appendix B). Each chamber, exclusive of pump andprobe, weighs 2.5 kg.

To Dissolved Oxygen (D.O.) Meter

D.O. Probe

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88 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

aluminum foil, being careful not to overlap the foil. The foil is then weighed.This weight is multiplied by the ratio of a known area of foil to the weightof that area.

6. Primary productivity parameters are calculated as follows: NPP(mg/h) = Final D.O. - Initial D.O. (mg/L) x Chamber volume (L) / Time (h).A better estimate is obtained by regressing dissolved oxygen as a functionof time. The slope of this regression line (mg-L/h) multiplied by chambervolume (L) equals productivity (mg/hr). Respiration is calculated in thesame manner using dark chamber data. GPP = NPP + Respiration.

7. Total daily production values can be obtained by 24 hour incuba-tions, summing all incubations over a 24 hour period, or by estimation fromproductivity rates. Estimated NPP (mg O2) = NPP (mg/h) x photoperiod (h);Respiration (mg O2) = Respiration (mg/hr) x 24 hours; GPP24 = NPPDL +Respiration24.

8. Productivity rates or production values are standardized by area,chlorophyll-a, or biomass.

Ecosystem-level measurements can be obtained by summing individualcomponents, or by enclosing all components within the microcosm. Toencompass all or most components of ecosystem productivity, trays con-taining native substrata can be submerged into the streambed. After atleast 1 month colonization time, the tray can be removed and placed withina recirculating-photosynthesis chamber and productivity values can bedetermined as above (Bott and others 1985). Productivity or production isthen standardized by the area of the colonization tray which is representa-tive of streambed area. Total algal biomass and chlorophyll-a can bedetermined by scrubbing all rocks within the tray and washing all organicmatter and periphyton through a 1 mm sieve into a calibrated bucket.Subsamples are then removed, and preserved for chlorophyll-a and AFDManalysis. Alternatively, frames can be placed directly over the tray whichhas been colonized in the stream. The frame is equipped with circulatingpumps and opaque or translucent tops for light and dark incubations(Pennak and Lavelle 1979; Sumner and Fisher 1979). In this case, benthicorganic matter, chlorophyll-a, and algal biomass can be estimated frominstream values.

Summing individual components requires separate productivity meas-urements with chambers containing algae, benthic organic matter, and, insome cases, transported organic matter (Minshall and others 1983; Minshalland others 1992; Naiman 1983; Naiman and Sedell 1980). Algal metabo-lism is evaluated as above. Benthic organic matter respiration is deter-mined by collecting BOM passively in trays placed within the streambed,or through collection of organic matter in depositional areas, and placingthis organic matter in mesh bags. Values are expressed on a weight basis(for example, g O2/g AFDM) and then extrapolated to an areal measurebased on the mean standing crop of BOM. TOM can be evaluated bycollecting FPOM in transport. A slurry of TOM is made and a subsampleremoved and injected into the chamber. Light and dark metabolismmeasurements are made. Ecosystem-level metabolism is the sum of allindividual components.

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89USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Carbon Turnover Length

Using the BOM, TOM, and metabolism data, estimates of carbon turn-over length can be calculated. Carbon turnover length is the averagedistance a fixed carbon atom travels before it is respired. Carbon spiralinglength is a measure of the retention and utilization of available energysources (Minshall and others 1992). Carbon turnover length, S (m), iscalculated by the following equation (Elwood and others 1982; Newbold andothers 1981, 1983):

Sv

k= , (14)

where, v (m/s), is the downstream velocity of carbon and is the product ofTOM (g/m3) and discharge (m3/day) divided by BOM (g/m2) and streamwidth (m); and, k (m/s), is the portion of benthic organic carbon respired ina year and is the ratio of benthic respiration to BOM. Respiration valuesmeasured as the change in oxygen must be multiplied by 0.375 to convertvalues to carbon, and TOM and BOM values are multiplied by 0.454 toconvert AFDM values to carbon.

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90 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Nutrient Dynamics

Primary production in pristine streams often is limited by low levels ofmacronutrients required for algal growth and reproduction. Nutrientlimitation in many situations is the result of low levels of nitrogen orphosphorus, or a combination of these two elements. Stream phosphorusconcentrations are the result of the weathering of phosphorus-containingminerals and atmospheric deposition throughout the stream catchment,and their subsequent transformations through upland and riparian sys-tems. Nitrogen in streams is the result of biological fixation and atmo-spheric deposition within the catchment. Organic nitrogen within thecatchment is mineralized and nitrified to nitrates which are mobile withinthe groundwater. Nitrates are transformed by biogeochemical processeswithin the catchment and riparian areas before entering stream water.Once these macronutrients enter the stream, their concentrations andforms are modified further by in-stream processes. These processes includebiological uptake and adsorption to organic and inorganic particles, and areaffected by many variables, including water velocity, benthic organicmatter, and retention in transient storage areas. Transient storage areasinclude the portion of the stream flowing within and below the bed(hyporheic zone) but distinct from the groundwater, slow water areas alongthe stream margins, and backwater areas behind debris dams and otherobstructions.

Wilderness-stream nutrient concentrations and nutrient limitation canbe altered by disrupting natural biogeochemical processes. Monitoringnutrient dynamics can provide historic data for undisturbed streams thatcan be used for future comparisons. Although wilderness areas are pro-tected from many disturbances, they are not completely isolated. Forexample, alterations in global temperatures can change precipitationevents and mineralization rates and their role in nutrient cycling. Atmo-spheric inputs of nitrogen and phosphorus compounds from industrialprocesses can increase inputs and alter stream water pH. On a smallerscale, recreation and grazing in riparian areas can influence nutrientconcentrations directly (in other words, metabolic wastes or detergents) orindirectly by altering biological and microbial processes differentiallyaffecting specific macronutrient inputs. Therefore, understanding andmonitoring of nutrient dynamics in streams can alert management agen-cies to potential problems and provide insight to management alternatives.

Evaluating nutrient limitation can provide information that will assistin wilderness management. For example, managers may need to determinewhy excessive algal accumulations are occurring around popular camping

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91USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

sites and how this problem should be addressed. If previous nutrientlimitation experiments had demonstrated phosphorus limitation, then thechanges in periphyton abundance hypothetically could be the result ofphosphorus inputs from the use of detergents. This hypothesis could betested and, if confirmed, appropriate action could be taken.

Nutrient uptake rates are influenced by many biotic and abiotic compo-nents including the amount, type, and retention of benthic organic matter,instream nutrient concentrations, and the hyporheic and lateral movementof water. Therefore, nutrient uptake rates and retention indices provideinformation concerning the interrelationships between biotic and abioticprocesses. For example, excessive silting of the streambed could disrupt theconnection between the stream and the hyporheic/groundwater zone. Thiscould affect stream microbial processes and the survival of organismsdependent upon the movement of water through the streambed (macroin-vertebrates and salmonid eggs) and could be demonstrated by ecosystem-level measurements of nutrient uptake rates. The process is as follows:

Mass transferUptake Uptake rate coeff.

length (m) (µg/m2/min) (x 10–5 m/s) Reference

PhosphorusSecond order, Idaho 370 33.6 11.2 Davis (1995)Second order, Idaho 370 84.0 11.3 Davis (1995)First order, North 85 18.6 31.1 Munn and Meyer (1990) CarolinaFirst order, Oregon 697 1.54 0.51 Munn and Meyer (1990)First order, Tennessee 22-97 1.3-15.5 2.2-5.2 Mulholland and others

(1985)Nitrogen

Second order, Idaho 549 246 8.0 Davis (1995)Second order, Idaho 1,839 449 2.27 Davis (1995)First order, North 689 3.9 1.08 Munn and Meyer (1990) CarolinaFirst order, Oregon 42 11.9 9.88 Munn and Meyer (1990)

Methods: Stage 3 ______________________Nutrient limitation can be estimated or evaluated by a number of

different methods. Estimations can be made based on the relative amountsof elements in comparison to amounts required by biota. These estimationscan then be confirmed through nutrient amendments and measurementsof the resulting biotic effects. Nutrient amendments can be direct orindirect through nutrient diffusing substrata. The estimation of nutrientlimitation based on nitrogen:phosphorus (N:P) ratios and enrichmentthrough nutrient diffusers is described below.

Nutrient Limitation: N:P Ratios

An initial method for evaluating nutrient limitation uses stream waternitrogen to phosphorus ratios. This concept is based on the “Law of theLimiting Factor” which states that at any given time only one resource can

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92 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

limit production. The N:P ratio is the pivotal point at which eithernitrogen or phosphorus becomes the limiting agent. A high N:P ratiodenotes phosphorus limitation and a low N:P ratio is indicative of nitrogenlimitation.

The N:P ratio is a molar ratio of species and therefore requires conversionof nutrient analysis results (often given in mg/L) to moles. Due to the manyforms of nitrogen and phosphorus found in stream waters it is important toindicate which forms are used to construct N:P ratios. Nitrogen is found asnitrate, nitrite, ammonia, and organic nitrogen, and phosphorus as ortho-pyro- meta- and organic-phosphorus either in a dissolved or particulateform. N:P ratios will differ with the forms of nitrogen or phosphorus used.Most N:P ratios are in the form of total inorganic nitrogen (sum of nitrate,nitrite, and ammonia) to dissolved orthophosphorus, dissolved total, ortotal phosphorus.

N:P ratios are limited in their use as a predictor of nutrient limitationbecause optimal ratios are species specific. In a community of manydifferent species therefore, there may be a large range of values that signifyneither nitrogen nor phosphorus limitation. In addition, intraspecificoptimal N:P ratios can shift with water velocity (Borchardt 1994), light(Wynne and Rhee 1986), and temperature (van Donk and Kilham 1990).Regardless of these problems, N:P ratios can provide insight towardpotential nutrient limitation. Morris and Lewis (1988) concluded that thebest indicators of nutrient limitation were total dissolved inorganic nitro-gen (DIN) to total phosphorus (TP) or total dissolved phosphorus (TDP). Intheir study phosphorus was found limiting in lake waters at ratios above 12and 20 for DIN:TP and DIN:TDP respectively. Nitrogen limitation occurredat ratios below 2, for both ratios (DIN:TP and DIN:TDP), and co-limitationor nonlimitation occurred at values within these ranges. In streams,nitrogen has been found to limit primary production at and below 18 whilephosphorus has been found limiting at ratios at or above 18 (table 8).

Testing Potential Nutrient Limitation

Evaluation of potential nutrient limitation can be tested through enrich-ment of stream water and monitoring the response of primary producers.Nutrient enrichment can be obtained through direct application of dis-solved nutrients to stream water (Grimm and Fisher 1986; Hill and others1992; Lohman and others 1991) or through nutrient diffusing substrata(Bushong and Bachmann 1989; Chessman and others 1992; Coleman andDahm 1990; Fairchild and Everett 1988; Fairchild and Lowe 1984; Fairchildand others 1985; Gibeau and Miller 1989; Grimm and Fisher 1986; Hill andKnight 1988). The method used by Gibeau and Miller (1989), describedbelow, is particularly suited for wilderness streams due to the small sizeand low weight of the diffusing substrata and the small amount of nutrientsreleased.

1. Soak porous porcelain or fused silica crucible covers (2.6 cmdiameter disc, Leco Corporation #528-042) in 10 percent HCl solution for 48hours. Rinse copiously in deionized water.

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93USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

2. Fill a 10-dram plastic vial (Dynalab Corporation #2636-0010) with30 ml of 2 percent nutrient enriched or unenriched agar. Enriched agar ismade by dissolving sodium nitrate (NaNO3) or potassium dibasic phos-phate (KH2PO4) or both into a nutrient-free 2 percent agar solution. Theagar is then heated to boiling and poured into the diffusers while still hot.The mass of chemicals added will vary with the enrichment concentrationsrequired. The majority of studies have used 0.1 molar concentrations,which should be suitable for most wilderness streams. For 0.1 molarconcentrations, 8.5 g of NaNO3 and 13.6 g of KH2PO4 per liter of agar areused. Treatments should include at least three replicates of control,phosphorus, nitrogen, and nitrogen plus phosphorus diffusers.

3. Once the vials are filled, heated crucible covers are melted into thetop of the plastic vials, which are then turned upside down before the agarsolidifies.

4. The vials are glued into 3-cm holes drilled into 5 x 5 cm (2 x 2 inch)lumber strips 70 to 100 cm long. Multiple strips can be combined toconstruct a rack which is then secured within the stream (fig. 18).

Table 8—Summary of stream nitrogen:phosphorus (N:P) ratios and nutrients determined limitingTDN = total dissolved nitrogen; TDP = total dissolved phosphorus; TN = total nitrogen;TIN = total inorganic nitrogen.

Location N-limit N:P P-limit N:P Species Reference

Rhine River <10 >20 NO3-N:PO4-P Schanz and Joun (1983)Michigan 40 NO3-N:PO4-P Pringle and Bowers (1984)Alaska 60 TIN:TP Peterson and others (1983)Arizona 1.6-2.6 NO3-N:PO4-P Grimm and Fisher (1986)Missouri <18 >19 TN:TP Lohman and others (1991)California <2 NA Hill and Knight (1988)Australia 2 TIN:PO4-P Chessman and others (1992)Australia >44 TIN:PO4-P Chessman and others (1992)Australia 6 TIN:PO4-P Chessman and others (1992)Australia 18 TIN:PO4-P Chessman and others (1992)

Crucible Cover

10-dram plastic vial5 x 5 cm board

Support rod

10 cm

Figure 18—Nutrient diffuser frame showing vial placementwithin wooden crossmembers.

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94 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

5. The nutrient-diffusing vials are left in the stream long enough foralgal biomass to develop, but are removed before algal sloughing occurs. Formost sites this will be from 10 to 30 days. After incubation, the vials areremoved from the frame and the algal-colonized-crucible covers carefullylifted from the vial tops. The attached periphyton is scraped into a 250-mlgraduated cylinder (or other suitable container) filled with 100 ml of water.Subsamples of this algal slurry can be removed for algal species identifica-tion prior to filtering. The filtered algae can then be analyzed for chloro-phyll-a and AFDM (see Algae/Periphyton section). Surface area is calcu-lated from the area of exposed crucible covers and area-specific chlorophyll-a,or AFDM values can be used to test for significant differences amongtreatments.

In some cases, neither nitrogen, phosphorus, or nitrogen and phosphorusenrichment results in any differential algal response. This implies thatsome other factor is limiting algal accumulation such as micronutrients(Pringle and others 1986), or light (Hill and Knight 1988; Triska and others1983), or that differences are masked by grazing macroinvertebrates (Hilland others 1992). Evaluation of light limitation can be tested by placing setsof diffusers in locations within a stream that vary in light intensity. In thiscase greater care should be taken to insure that other factors are similarbetween sites, in particular current velocity. Testing for micronutrientlimitation involves modification of elements dissolved within the agarmatrix.

Ecosystem Uptake Parameters: Open SystemMethods

Under conditions of nutrient limitation, the retention of elements isessential for the productivity of the system. Uptake parameters also are ameasure of the “intactness” and proper functioning of stream ecosystems.The ability of a stream to retain nutrients is best described by the nutrientspiraling concept (Newbold and others 1981). Essentially, spiraling lengthis the distance a nutrient atom travels in dissolved form (uptake length)plus the distance traveled in particulate form (turnover length). Under baseflow conditions, uptake length dominates total spiraling length, due to therapid movement of nutrients in the water column. Uptake length is afunction of uptake rate, streamwater nutrient concentrations, and watervelocity. Therefore uptake length can be calculated by measuring theseparameters.

The uptake of nutrients from the water column occurs through au-totrophic and heterotrophic processes. Nutrients are removed from thewater column by algae and incorporated into algal biomass, and by bacteriaand fungi which remove nutrients from the water column to augment thebreakdown of organic matter. The relative importance of these two uptakeprocesses will vary with the stream in question. In many headwaterstreams, phosphorus uptake has been shown to be a function of the amountof benthic organic matter available (Mulholland and others 1985; Newboldand others 1983); however, in streams where autotrophic processes

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95USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

dominate, algal uptake may dominate (Grimm 1987). The relative impor-tance of these two processes is related to P/R ratios from productivitymeasurements.

The retention of nutrients is a measure of stream channel stability or theefficient use of available elements. Where organic carbon is the major siteof nutrient uptake, the ability of the system to hold this organic matter willbe important in nutrient retention. Undisturbed headwater streams,typical of wilderness areas, have been shown to be effective in organicmatter retention (Minshall and others 1983). Retention of organic matteris the result of physical and biotic processes. Physical processes includedebris dams, pools, and large woody debris in the stream channel. Bioticprocesses may include filtering of organic matter in transport by filterfeeding invertebrates. Autotrophic uptake may be enhanced by the rapidregeneration of algal biomass as a result of invertebrate grazing. Loss ofthese biotic and abiotic processes, therefore, will lead to the inability of astream to utilize process-limiting nutrients.

Nutrient uptake rate and uptake length, from whole stream nutrientreleases, can be determined through two different methods. Both methodsrequire the release of a conservative tracer in addition to the biologicallyactive element under consideration. These two methods and their advan-tages and disadvantages were described by the Stream Solute Workshop(1990). The first method requires fitting the data obtained from the changein tracer and nutrient concentrations over distance to a mathematicalmodel describing the dispersion of elements in the water column anduptake. The second method uses data obtained from the injection to directlyestimate uptake rates and length (Munn and Meyer 1990). This secondmethod will be described below, and entails injection of a NO3-N-PO4-P-chloride solution, and measurement of the resulting concentration atsuccessive locations downstream. The solution is injected at a constant rateat an upstream location. The injection continues until constant elevatedstream water nutrient concentrations (plateau concentrations) are ob-tained throughout the study reach. Replicate samples of the plateauconcentrations are taken at multiple transects throughout the study reach.These water samples are then analyzed for NO3-N, PO4-P, and chloride.The change in nutrient concentrations over distance, corrected by thechange in chloride concentrations, is used to determine uptake.

1. The first step is the determination of the concentration of solutesin the injectate. This requires prior knowledge of stream water nitrogen,phosphorus, and chloride concentrations and stream discharge. Plateauconcentrations should not exceed stream water concentrations by a largeamount (usually 3 to 4 times background concentrations) and stream waterN:P ratios should be maintained (Stream Solute Workshop 1990). Onceplateau concentrations are determined, solution concentration and injec-tion rate can be determined by the following formula (example 5):

Q

Q CC C

i i

p b

=−

, (15)

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96 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

where Q is discharge, C is concentration, and the subscript i, stands forinjectate, p, for plateau, and b, for background. The limits of soluteconcentration are set by their saturation values, and the limits of theinjection rate are determined by the metering pump or other means ofnutrient injection being used. Saturation values are variable among sitesand difficult to determine. However, as a general rule, stream waterconcentrations should be at or below 0.10 mg/L-N and 0.005 mg/L-P.

2. Once injectate concentrations are calculated, the total amount ofnitrogen, phosphorus, and chloride salts needed should be determined,weighed out, and packaged in the laboratory in zip-lock bags or whirl-paks.

3. New water-sample bottles should be obtained with a separatebottle for each element, sample time, and transect. For example, if samplesof the three elements are to be taken at seven transects, at eight differenttimes (multiple samples of plateau concentrations) then 168 sample bottlesare required. Sample bottles should be prelabelled.

4. The reach length and transect location should be determinedbefore beginning the injection. Reach lengths should be long enough toensure depletion of nutrient concentrations, but short enough to reduce theaccrual of groundwater. In small streams (1-4 L/s discharge) 20-m reachesmay be adequate whereas reaches of 300 m or longer will be required inlarger streams (100-200 L/s). Five to seven transects are spaced evenlythroughout the stream reach. The exact distance from the injection point toeach transect is measured, and each transect identified with flagging orother marker.

5. The nutrient salts, 1-L graduated cylinder, 100-ml graduatedcylinder, mixing bucket (4-6 L), metering pump, and 12-VDC battery arethen carried to the upstream end of the reach. Stream water is used todissolve the nutrients in the mixing bucket. The metering pump is used todrip the solution into the stream at the predetermined injection rate(Qi) and roughly 10 m above the first sampling transect. The injectionrate should be determined manually prior to and after the injection, or

Example 5—Calculation of nutrient concentrations for uptake length experiments.Stream water nutrient concentrations are 0.046 mg/L NO3-N, 0.005 mg/L PO4-P, and 0.22 mg/L Cl. Stream discharge is 170 L/s. Plateauconcentrations desired are 0.1 mg/L NO3-N, 0.011 mg/L PO4-P, and1.00 mg/L Cl. Injection rate will be 50 ml/min or 8.3 x 10–4 L/s.

Solving the formula for NO3-N:

Ci: Ci=(Cp-Cb)Q/Qi=(0.10-0.046)(170/8.3 x 10–4)=

11,016 mg/L or 11.02 g/L.

For a two hour injection at 50 ml/min, the total volume required (50 x 120) will be 6.0L. Therefore 66.12 g (6 x 11.02) of NO3-N will be required. The total amount of nitratesalt as NaNO3 will be 66.12 g NO3-N times the molecular weight of NaNO3 divided bythe molecular weight of N.

g NaNO3 = 66.12(85/14.01)= 401.2

The same computations are used for phosphorus and chloride.

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97USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

continuously with an in-line meter. The solution is dispensed upstream ofa turbulent area to allow complete mixing by the first sampling transect.

6. The nutrients are allowed to drip into the stream until plateauconcentrations are reached. The time required to reach plateau willincrease as transient storage areas increase. However, an hour generally isenough time to reach plateau. If based on stream morphology, an extensivehyporheic area is expected, initial injections of a NaCl solution could beused to determine the time required to reach plateau.

7. Once plateau concentrations are reached, water samples aretaken roughly every 10 minutes at each transect. The total number ofsamples or duration of sampling is variable. Multiple samples provide abetter measurement of plateau concentrations but require longer injectiontimes. Measurements of conductivity can be used to replace chloridesampling and analysis.

8. After the sampling regime is completed, water samples are filteredand preserved for analysis (see section on water chemistry).The results from the water chemical analysis are then used to determineuptake rates and uptake length. Uptake lengths are calculated by solutionof the following formula:

A exx Sw= – , (16)

where Ax = the ratio of observed to predicted concentrations at distance ‘x’,x = distance downstream, and Sw = uptake length. Uptake length is thencalculated by the same methods used to determine decay rate constants;that is, the ln of Ax is plotted as a function of distance downstream. The slopeof this line is 1/Sw, so the inverse of the slope is uptake length (example 6and fig. 19).

Predicted concentrations are based on the dilution of the conservativetracer and are calculated by the formula (Hart and others 1992):

C C

ClClp o

x

o

= , (17)

Where Cp = the predicted concentration, Co = concentration at transect 1,Clo = chloride concentration (or conductivity) at transect 1, and Clx =chloride concentration at transect x.

The uptake parameters, uptake rate and mass transfer coefficient (U/C),can be calculated from their relationship to uptake length, water velocity,and mean depth (Stream Solute Workshop 1990). This relationship isshown in the following equation:

S

vhU

Cw = , (18)

where U = uptake rate (mg/m2/s), C = concentration (mg/m3) v and h aremean water velocity (m/s) and mean depth (m), respectively.

The uptake rate calculated above can be corrected for backgroundstreamwater concentrations. This correction is based on the assumptionthat at below limiting levels of nutrients, uptake increases proportionallywith stream water concentrations. That is, the mass transfer coefficient

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98 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Exa

mp

le 6

—W

ater

sam

ples

wer

e an

alyz

ed f

or c

hlor

ide

and

phos

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tran

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280

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owns

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Exp

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d ph

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orus

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atio

ns re

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ptak

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.88

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99USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

(uptake/concentration) is a constant under increasing concentrations (at agiven time and location) below saturation. Therefore uptake at streamwater concentrations is equal to:

U C

U

Cc bp

p

= (19)

where Uc = corrected uptake rate, Up = uptake at plateau concentrations,Cp = plateau concentration, and Cb = background concentration.

Uptake length is the average distance an element will travel before beingtaken up by the biota. Equation 17 demonstrates that uptake length is acombination of physical factors, such as water velocity and stream depth,and biotic factors, such as uptake rate per concentration or mass transfercoefficient. Uptake length should, therefore, increase with stream orderand the associated increase in velocity and depth. In streams of similar sizeand slope, uptake length will increase as physical complexity of the channeldecreases. The mass transfer coefficient will decrease as a result of factorsinfluencing biotic activity and the total area available for biotic uptake.Siltation of the streambed will reduce the active area for periphyton

-1

-0.75

-0.5

-0.25

0

0.25

0.5

ln (

Ob

serv

ed/P

red

icte

d)

Ph

osp

ho

rus

0 50 100 150 200 250 300

Distance (m)

y = -0.003x, r2 = 0.731

Figure 19—The natural log of the ratio of observed to expectedphosphorus concentrations is plotted against downstreamdistance. Uptake length, Sw, is the negative inverse of the slopeof the regression relationship. Uptake Length = 1/0.003 or 333 m.

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100 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

production and storage of allochthonous organic matter, decreasing nutri-ent uptake rates and causing uptake length to increase. Impacts includingdisruption of riparian nutrient dynamics, alterations of organic matterinput and storage, alterations in litter quality, nutrient loading,channelization, and loss of retention devices, can potentially alter thefunctional integrity of streams and can be monitored through measure-ments of uptake parameters in stream ecosystems.

Stage 4: Component Uptake Parameters ___Measuring nutrient uptake in streams is analogous to measuring pri-

mary production. That is, individual components or intact systems can beevaluated. Chambers can be used for individual components or intactmicro/mesocosm measurements, while nutrient injections (stage 3) can beused for whole-system measurements. Like productivity measurements,individual component measurements allow the separation and identifica-tion of active areas of uptake but are susceptible to the compounding minorerrors during addition of components and extrapolation to whole streamvalues. The enclosure of intact systems within chambers reduces themagnification of errors but does not provide a means to identify active areasand still requires extrapolation to whole stream values. Both chambermethods likely exclude uptake within the hyporheic zone. Nutrient injec-tions provide the most precise measurement of ecosystem level uptakeparameters but must be combined with chamber studies to isolate anddetermine the relative importance of different components.

Measuring nutrient uptake rates in chambers (Duff and others 1984;Grimm 1987) can be accomplished simultaneously with chamber produc-tivity measurements (see Primary Production section). Once the compo-nent in question, either algae, or detritus, or a tray containing both, isplaced within the chamber, initial water samples are taken to determinenutrient concentrations (see Water Quality section). After each productiv-ity run, or prior to flushing the chambers, a second water sample is taken.Water samples are analyzed for nitrate nitrogen, ammonia, and dissolvedorthophosphorus.

Net uptake (U) is calculated as the initial concentration (C1) minus thefinal concentration (C2), times chamber volume (V), and divided by time (t).That is:

U

C Ct t

V= −−

( ) .1 2

2 1(20)

This value is standardized by area, chlorophyll-a, or AFDM. These valuescan then be converted to values relative to the abundance of the particularcomponent present in the test stream. For example, if uptake associatedwith BOM was 0.1 mg-P/g-AFDM/hr and stream BOM was 10 g-AFDM/m2,then instream uptake of BOM would be 0.1 x 10 or 1 mg-P/m2/hr. This sameprocedure is then used for each of the components measured. Total areauptake rates would be the sum of rates for each individual component.

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101USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Once total area uptake rates are known, uptake lengths can be calculatedfrom the following equation (Stream Solute Workshop 1990).

S

vdU

Cw = (21)

Where Sw = uptake length (m), v = mean stream water velocity (m/s),d = mean depth (m), U = uptake rate (mg/m2/s), and C = stream waterelement concentration (mg/m3).

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102 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Agee, J. K., and D. R. Johnson (editors). 1988. Ecosystem management for parks andwilderness. University of Washington Press, Seattle. 237 p.

Alt, D. D., and D. W. Hyndman. 1989. Roadside geology of Idaho. Mountain PressMissoula, MT. 393 p.

APHA. 1995. Standard methods for the examination of water and wastewater. A. E.Greenberg, L. S. Clesceri, and A. D. Eaton (editors). American Public HealthAssociation, Washington, DC.

Bahls, L. L. 1993. Periphyton bioassessment methods for Montana streams.Montana Department of Health and Environmental Services, Water QualityBureau, Helena. 23 p.

Baily, R. G. 1989. Ecoregions of the continents (map). USDA Forest Service.Barber, H. G., and E. Y. Haworth. 1981. A guide to the morphology of the diatom

frustule. Freshwater Biological Association Scientific Publication No. 44. Cumbria,England.

Benfield, E. F., and J. R. Webster. 1985. Shredder abundance and leaf breakdown inan Appalachian mountain stream. Freshwater Biology 15:113-120.

Benke, A. C. 1984. Secondary production of aquatic insects. Pages 289-323 in V. H.Resh and D. M Rosenberg (editors). The Ecology of Aquatic Insects. PraegerScientific. New York.

Benke, A. C. 1993. Edgardo Baldi Memorial Lecture: Concepts and patterns ofinvertebrate production in running waters. Verh. Internat. Verein. Limnol.25:15-38.

Bevenger, G. S., and R. M. King. 1995. A pebble count procedure for assessingwatershed cumulative effects. USDA Forest Service. Rocky Mountain Forest andRange Experiment Station. Fort Collins, CO. Research Paper RM-RP-319. 17 p.

Bisson, P. A., J. L. Nielsen, R. A. Palmason, and L. E. Grove. 1981. A system ofnaming habitat in small streams, with examples of habitat utilization by salmo-nids during low streamflow. Pagen 62-73 in N. B. Armantrout (editor). Acquisitionand utilization of aquatic habitat inventory information. Proceedings of asymposium, Oct. 28-30, 1981, Portland, Oregon. Hagen Publishing Co., Billings,Montana.

Borchardt, M. A. 1994. Effects of flowing water on nitrogen and phosphorus-limitedphotosynthesis and optimum N:P ratios by Spirogyra fluviatilis (Charophyceae).Journal of Phycology 30:418-430.

Bothwell, M. L., K. E. Suzuki, N. K. Bolin, and F. J. Hardy. 1989. Evidence of darkavoidance by phototrophic periphytic diatoms in lotic systems. Journal of Phycol-ogy 25:85-94.

Bott, T. L., J. T. Brock, C. E. Cushing, S. V. Gregory, D. King, and R. C. Petersen.1978. A comparison of methods for measuring primary productivity and commu-nity respiration in streams. Hydrobiologia 60:3-12.

Bott, T. L., J. T. Brock, C. S. Dunn, R. J. Naiman, R. W. Ovink and R. C. Petersen.1985. Benthic community metabolism in four temperate stream systems: Aninter-biome comparison and evaluation of the river continuum concept.Hydrobiologia 123:3-45.

Bowden, W. B., B. J. Peterson, J. C. Finlay, and J. Tucker. 1992. Epilithic chlorophylla, photosynthesis, and respiration in control and fertilized reaches of a tundrastream. Hydrobiologia 240: 121-131.

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stations. U.S. Geological Survey Techniques, Water-Resource Investigations,Book 3, Chapter A8. 65 p.

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Wetzel, R.G., and G. E. Likens. 1990. Limnological Analyses. (Second Edition).Springer-Verlag, New York, New York. 395 p.

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Appendix A: WildernessMonitoring Equipment List

Stage 1 _______________________________Temperature

Maximum/Minimum thermometer or Hobo temperature datalogger

Protective PVC casePlastic coated steel cableU clampsPliers

SubstratumData sheetMeter sticks

Water QualitypH meter and probe with buffer solutions (pH 10 and pH 4)

(thermometer if not available with probe)Conductivity meter and probeTurbidity meter and probeWater analysis kit packed in Rubbermaid or other sealable

container containing:60-ml plastic syringe or 100-ml plastic graduated cylinder0.02-N H2SO4, 5-ml per sampleDistilled water, 25-ml per sample250-ml Erlenmeyer flaskCalibrated dispenserStirring rodBuffer solutionIndicator (hardness)Standard 0.01 M EDTA titrant

FishNeoprene wetsuithoodglovesmasksnorkel

MacroinvertebratesSurber or Hess netsWhirl-pak bags, 5 for each site

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500 ml bottle of formalinShoulder length gauntlets (optional)Glue, needles, thread, glue stick (repair)Benthic sampling kit packed in canvas bag

LabelsPlastic panCone shaped bagRing standForcepsSpatulaPencilsMarking pensRR spike250 ml Nalgene wash bottle

Stage 2 _______________________________In addition to items contained under Stage 1 add:Solar Radiation

Pyranometer or PAR probe and meterDischarge

Data sheetsTeflon tape 50-100 meterMeter stick

Substratum20-to-30 meters of polyethylene tubing or clinometer

Water QualityPortable Spectrophotometer with cuvettesAdd to water analysis kit125-ml Erlenmeyer flaskSulfaVer powderNitraVer VINitriVer IIIPhosVer 3

PeriphytonPre-fired filters, 5 for each siteDewar’s flask or suitable alternativeSampling kit packed in canvas bag

Cushing samplersPlastic brushFilter manifold and funnel assembly25 ml Nalgene pipettes with bulbForcepsPencilsMarking penNunc tubes

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Stage 3 _______________________________In addition to items listed under Stage 1 and Stage 2Discharge

Staff gauge, pressure transducer, or other alternativesWater velocity meter

Water QualityDropper with sulfuric acid0.45 micron filters stored in distilled water60 ml sterile syringes with filter capsMarking tape and permanent penCooler for storing water samples250-ml plastic storage containers

Transported Organic MatterTransport frames (20 x 35 mm)Transport nets (100 micrometer mesh)9.5-mm diameter Rebar (50 cm length)Whirl-pak bags500-ml bottle formalin250-ml Nalgene wash bottleForcepsStopwatchDigital flow meter

Whole System Nutrient ReleasePreweighed nutrient saltsMetering pumpSample vials-acid washed, but not with HCl.Marking tapeMixing bucketStop watches, one for each transectAdditional filters and sulfuric acid preservative

Nutrient LimitationNutrient diffusersExtra filters and nunc tubes

Stage 4 _______________________________In addition to items contained in Stages 1 through 3Primary Production (will vary with type of chamber and methodused)

ChambersExtra tubing and fittingsExtra stopcocksPumps and circuit boxExtra fuses, 1A250VExtra pump9 volt battery for volt meterTwo rechargeable 12 VDC batteries

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Battery charger (optional)Power source for charger, solar or water power (optional)D.O. probe and meterData logger (optional)Substrate tiles or Trays

Decomposition-Leaf PacksPre-weighed (10 g dry weight each) marked packs. 20 for each siteAdditional whirl-pak bagsAn additional 500-ml bottle of formalinMetal stakes (16 cm nails), 20 for each site

MiscellaneousClinometerTopographic mapsCamera- film, polarized filter.Data bookGlobal Positioning System

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Addie Sewing531 S. Charles StreetSalmon, ID 83467(208) 756-2291

Aldrich Chemical Company1001 W. Street Paul AvenueMilwaukee, WI 53201-9358(800) 558-9160

AliquotP.O. Box 2616Boise, ID 83701(208) 322-8950

Alpkem CorporationP.O. Box 1260Clackamas, AZ 97015(800) 547-6275

Aquacare Environment IncorporatedP.O. Box 4315Bellingham, WA 98227(368) 734-7964

Aquaculture Research AssociationP.O. Box 1303Homestead, FL 33090(305) 248-4205

Aquatic Ecosystem Incorporated2056 Apopka Blvd.Apopka, FL 32703(407) 886-3939

Bausch & Lomb635 St. Paul StreetRochester, NY 14602(716) 338-6000

Beckman Instruments IncorporatedDiagnostic Division250 S. Krasmen Blvd.Le Brea, CA 92621(800) 526-5821

Appendix B: Vendor List

BelArt ProductsPequannock, NJ 07440-1992(201) 694-0500

Ben Meadows Company3589 Broad StreetAtlanta, GA 30341(800)241-6401

Benz Microscope Optics749 Airport Blvd. S1AAnn Arbor, MI 48107(313) 994-3880

Campbell Scientific Incorporated815 W. 1800 N.Logan, UT 84321-1784(801) 753-1342

Coffelt Manufacturing1311 E. Butter Avenue BDGBFlagstaff, AZ 86001(602) 774-8829

Cole Palmer625 E. Bunker CourtVernon Hills, IL 60061(800) 323-4340

Cryogenics Northwest4401 Airport Way SouthSeattle, WA 98108(206) 224-0430

Desert Research Institute7110 Dandini Blvd.Reno, NV 89512(702) 673-7300

Difco LaboratoriesP.O. Box 331058Detroit, MI 48232-7058(313) 462-8500

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Duraframe AirportRoute 2, Box 166Viola, WI 54664(608) 538-3140

Dynalab CorporationBox 112Rochester, NY 14601(888)345-6040

Dynatech Laboratories14340 Sullyfield CircleChantilly, VA 22021(800) 336-4543

Epic Incroporated654 Madison AvenueSuite 1706New York, NY 10021-8404

Fisher Scientific2170 Martin AvenueSanta Clara, CA 95050-2780(603) 929-2650

Floy Tag & MFC, Incorporated4616 Union Bay Place, NESeattle, WA 98105(206) 524-2700

Forest Densiometer5333 SE Cornel DriveBartlerville, OK 74006

Freshwater Ecosystems2056 Apopha BoulevardApopha, FL 32703-9950(800) 422-3939

Forestry Suppliers Incorporated205 W. Rankor St.P.O. Box 8397Jackson, MS 39284-8397(800) 647-5368

Frigid Units Incorporated3214 Sylvania AvenueToledo, OH 43613(419) 474-6971

Gelman Sciences600 S. Wagner Rd.Ann Arbor, MI 48106-1448(313) 665-0651

Hach Chemical Co.P.O. Box 589Loveland, CO 80537(800) 227-4224

H,OFX75 W. 100 S.Logan, UT 84321(801) 753-2212

Kahl Scientific InstrumentsP.O. Box 1166El Cajon, CA 92022-1166(619) 444-2158

Lab-line Instruments Incorporated15th and Bloomindale AvenueMelrose Park, IL 60160-1491(800) 523-0257

Leco Corporation3000 Lakeview AvenueSt. Joseph, MI 49085(800) 292-6141

Li-Cor IncorporatedP.O. Box 4425Lincoln, NE 68504(800) 447-3576

Markson Sciences IncorporatedP.O. Box 1359Hillsboro, OR 97123(800) 528-5114

Marsh McBirney4539 Metropolitan CenterFredrick, MD 21701(800) 368-2723

Martek InstrumentsP.O.Box 97067Raleigh, NC 27624(800)628-8834

Onset Instruments CorporationP.O. Box 3450Pocasset, MA 02559(508) 563-9000

Orion Research529 Main StreetBoston, MA 02129(800) 225-1480

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Philips Electronic InstrumentsP.O. Box 5370Arvada, CO 80005-5370(303) 467-9970

Real Goods966 Mazzoni StreetUkiah, CA 95482-3471(707) 468-9292

Royce Instruments Corporation13555 Gentilly RoadNew Orleans, LA 70129(800) 347-3505

S & M Microscopes Incorporated4815 List Drive, Suite 118Colorado Springs, CO 80919(719) 894-0123

Sargent Welch Scientific911 Commerce CourtBuffalo Grove, IL 60089-2362(800) 727-4368

Sigma Chemical CompanyP.O. Box 14508St. Louis, MO 63178(800) 325-3010

So-Low Environment Equipment10310 Spartan DriveCincinnati, OH 45215-1279(503) 772-9110

Solar Pathfinder25720 465th AvenueHartford, SD 57033-6428(605) 528-6473

Tetho333 South Highland AvenueBriarcliff Manor, NY 10510(914) 941-7767

Thomas ScientificP.O. Box 99Swedesboro, NJ 08085-0099(800) 345-2100

Union Carbide CorporationCryogenic Equipment4801 W. 16th St.Indianapolis, IN 46224(203)794-2000

USA Chemical CompanySouth HighwayIdaho Falls, ID 83401(208) 523-5816

Weathermeasue CorporationP.O. Box 41257Sacromento, CA 95841(209) 824-6577

Whatman Lab SalesP.O. Box 1359Hillsboro, OR 97123-9981(800) 942-8626

Wheaton Scientific1000 North 10th StreetMillsville, NY 08332(609) 825-1100

Wildfire Materials IncorporatedRoute 1, Box 427ACarbondale, IL 62901(618) 549-6330

Wildlife Supply Company301 Cass StreetSaginaw, MI 48602(517) 799-8100

Yellow Springs InstrumentP.O. Box 279Yellow Springs, OH 45387(800) 865-4974

Diatom Identification Laboratories:

United States Geological SurveyNational Water Quality Laboratory-Biological Unit5293 Ward Road MS 426Arvada, CO 80002Contact: John C. Kingston

Rex LoweDepartment of BiologyBowling Green State UniversityBowling Green, OH 43043(419) 372-8562

Stephen MainBiology DepartmentWartburg CollegeWaverly, IA 50677(319) 352-8386

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116 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Jeffrey R. JohansenDepartment of BiologyJohn Carrol UniversityUniversity Heights, OH 44118(216) 397-1886

Ann St. AmandPhycoTech520 Pleasant Street Suite 210St. Joseph, MI(616) 983-3654

Michael D. AgbetiBio-Limno Research and Consulting8210-109 Street P.O. 52197Edmonton, AlbertaCanada T6G 2T5

Michael HeinWater and Air Research6821 SW Archer RoadGainesville, FL 32608

Dr. R. Jan StevensonCenter for Environmental SciencesDepartment of BiologyUniversity of LouisvilleLouisville, KY 40292(502) 852-5938

Barry H. RosenAlganomics20916 Spinnaker WayBoca Raton, FL 33428(561) 477-8275

Michele De Seve Consultants74 Outremont #4Montreal, QuebecCanada H2V 3N1

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117USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Appendix C:Macroinvertebrate List

Tax

on

nam

eT

axo

n le

vel

Ord

erF

amily

TV

1F

FG

2

AN

NE

LLID

AP

hylu

m5

CG

BR

AN

CH

IOB

DE

LLID

AC

lass

Bra

nchi

obde

llida

eF

amily

Bra

nchi

obde

llida

eB

ranc

hiob

delli

dae

6C

GH

IRU

DIN

EA

Cla

ss10

PR

OLI

GO

CH

AE

TA

Cla

ssC

GT

ubifi

cida

eF

amily

Tub

ifici

daT

ubifi

cida

e10

CG

Tub

ifex

Gen

usT

ubifi

cida

Tub

ifici

dae

10C

GA

RT

HR

OP

OD

AP

hylu

mA

RA

CH

NO

IDE

AC

lass

Aca

riO

rder

Aca

riP

RC

RU

ST

AC

EA

Cla

ss8

CG

Am

phip

oda

Ord

erA

mph

ipod

a4

CG

Gam

mar

idae

Fam

ilyA

mph

ipod

aG

amm

arid

aeG

amm

arus

Gen

usA

mph

ipod

aG

amm

arid

ae4

CG

Ani

soga

mm

arus

Gen

usA

mph

ipod

aG

amm

arid

ae4

CG

Tal

itrid

aeF

amily

Am

phip

oda

Tal

itrid

ae8

CG

Hya

llela

azt

eca

Spe

cies

Am

phip

oda

Tal

itrid

ae8

CG

Cla

doce

raO

rder

Cla

doce

ra8

CF

Cop

epod

aO

rder

Cop

epod

a8

CG

Dec

apod

aO

rder

Dec

apod

a8

SH

Ast

acid

aeF

amily

Dec

apod

aA

stac

idae

8S

CP

acifa

stic

us c

onne

cten

sS

peci

esD

ecap

oda

Ast

acid

ae6

OM

Pac

ifast

icus

lent

uscu

lus

Spe

cies

Dec

apod

aA

stac

idae

6O

MP

acifa

stac

us g

ambe

liiS

peci

esD

ecap

oda

Ast

raci

dae

6O

ME

ubra

nchi

opod

aO

rder

Eub

ranc

hiop

oda

8C

FO

stra

coda

Ord

erO

stra

coda

8C

GIN

SE

CT

AC

lass

Col

eopt

era

Ord

erC

oleo

pter

aP

RA

mph

izoi

dae

Fam

ily

(con

.)

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118 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Am

phiz

oaG

enus

Col

eopt

era

Am

phiz

oida

e1

PR

Car

abid

aeF

amily

Col

eopt

era

Car

abid

aeP

RD

ryop

idae

Fam

ilyC

oleo

pter

aD

ryop

idae

5S

HH

elic

hus

Gen

usC

oleo

pter

aD

ryop

idae

5S

HH

elic

hus

stria

tus

fove

atus

Spe

cies

Col

eopt

era

Dry

opid

ae5

SH

Dyt

isci

dae

Fam

ilyC

oleo

pter

aD

ytis

cida

e5

PR

Ore

odyt

esG

enus

Col

eopt

era

Dyt

isci

dae

5P

RE

lmid

aeF

amily

Col

eopt

era

Elm

idae

4C

GA

mpu

mix

is d

ispa

rS

peci

esC

oleo

pter

aE

lmid

ae4

CG

Atr

acte

lmis

Gen

usC

oleo

pter

aE

lmid

ae4

CG

Cle

ptel

mis

Gen

usC

oleo

pter

aE

lmid

ae4

CG

Cle

ptel

mis

orn

ata

Spe

cies

Col

eopt

era

Elm

idae

4C

GD

ubira

phia

Gen

usC

oleo

pter

aE

lmid

ae4

CG

Gon

ielm

isG

enus

Col

eopt

era

Elm

idae

5C

GH

eter

limni

usG

enus

Col

eopt

era

Elm

idae

4C

GH

eter

limni

us c

orpu

lent

usS

peci

esC

oleo

pter

aE

lmid

ae4

CG

Lara

ava

raS

peci

esC

oleo

pter

aE

lmid

ae4

SH

Mic

rocy

lloep

usG

enus

Col

eopt

era

Elm

idae

2C

GM

icro

cyllo

epus

sim

ilis

Spe

cies

Col

eopt

era

Elm

idae

2C

GN

arpu

sG

enus

Col

eopt

era

Elm

idae

4C

GN

arpu

s co

ncol

orS

peci

esC

oleo

pter

aE

lmid

ae4

CG

Obd

obre

via

nubr

ifera

Spe

cies

Col

eopt

era

Elm

idae

4C

GO

ptio

serv

usG

enus

Col

eopt

era

Elm

idae

4S

CO

ptio

serv

us c

asta

nipe

nnis

Gen

usC

oleo

pter

aE

lmid

ae4

SC

Opt

iose

rvus

div

erge

nsS

peci

esC

oleo

pter

aE

lmid

ae4

SC

Opt

iose

rvus

qua

drim

acul

atus

Spe

cies

Col

eopt

era

Elm

idae

4S

CO

ptio

serv

us s

eria

tus

Spe

cies

Col

eopt

era

Elm

idae

4S

CR

hize

lmis

Gen

uss

Col

eopt

era

Elm

idae

7S

C

Tax

on

nam

eT

axo

n le

vel

Ord

erF

amily

TV

1F

FG

2

Ap

pen

dix

C (

Con

.)

(con

.)

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119USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tax

on

nam

eT

axo

n le

vel

Ord

erF

amily

TV

1F

FG

2

Ste

nelm

isG

enus

Col

eopt

era

Elm

idae

7S

CZ

aitz

evia

Gen

usC

oleo

pter

aE

lmid

ae4

CG

Zai

tzev

ia m

iller

iS

peci

esC

oleo

pter

aE

lmid

ae4

CG

Zai

zevi

a pa

rvul

aS

peci

esC

oleo

pter

aE

lmid

ae4

CG

Gyr

inus

Gen

usC

oleo

pter

aG

yrin

idae

5P

RH

alip

lidae

Fam

ilyC

oleo

pter

aH

alip

lidae

7M

HB

rych

ius

Gen

usC

oleo

pter

aH

alip

lidae

SC

Hyd

roph

ilida

eF

amily

Col

eopt

era

Hyd

roph

ilida

e5

PR

Cre

nitis

Gen

usC

oleo

pter

aH

ydro

phili

dae

5P

RP

seph

enid

aeF

amily

Col

eopt

era

Pse

phen

idae

4S

CE

ubria

nix

edw

ards

iS

peci

esC

oleo

pter

aP

seph

enid

ae4

SC

Pse

phen

us fa

lliS

peci

esC

oleo

pter

aP

seph

enid

ae4

SC

Dip

tera

Ord

erD

ipte

ra7

UN

Ath

erix

Gen

usD

ipte

raA

ther

icid

ae2

PR

Ath

erix

var

iaga

taS

peci

esD

ipte

raA

ther

icid

ae2

PR

Ble

phar

icer

idae

Fam

ilyD

ipte

raB

leph

aric

erid

ae0

SC

Cer

atop

ogon

idae

Fam

ilyD

ipte

raC

erat

opog

onid

ae6

PR

Chi

rono

mid

aeF

amily

Dip

tera

Chi

rono

mid

ae6

OM

Bez

zia

Geu

nus

Dip

tera

Chi

rono

mid

ae6

CG

Bor

eoch

lus

Gen

usD

ipte

raC

hiro

nom

idae

6C

GB

oreo

hept

agyi

aG

enus

Dip

tera

Chi

rono

mid

ae6

CG

Bril

liaG

enus

Dip

tera

Chi

rono

mid

ae5

SH

Bril

lia fl

avifr

ons

Spe

cies

Dip

tera

Chi

rono

mid

ae5

SH

Bril

lia r

etifi

nis

Spe

cies

Dip

tera

Chi

rono

mid

ae5

SH

Bru

ndin

iella

Gen

usD

ipte

raC

hiro

nom

idae

6P

RC

ardi

ocla

dius

Gen

usD

ipte

raC

hiro

nom

idae

5P

RC

haet

oclo

adiu

sG

enus

Dip

tera

Chi

rono

mid

ae6

CG

Chi

rono

mus

Gen

usD

ipte

raC

hiro

nom

idae

10C

GC

lado

tany

tars

usG

enus

Dip

tera

Chi

rono

mid

ae7

CG

Ap

pen

dix

C (

Con

.)

(con

.)

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120 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tax

on

nam

eT

axo

n le

vel

Ord

erF

amily

TV

1F

FG

2

Con

chap

elop

iaG

enus

Dip

tera

Chi

rono

mid

ae6

PR

Con

stem

pelli

naG

enus

Dip

tera

Chi

rono

mid

ae6

CG

Cor

ynon

eura

Gen

usD

ipte

raC

hiro

nom

idae

7C

GC

ricot

opus

Gen

usD

ipte

raC

hiro

nom

idae

7O

MC

ricot

opus

bic

inct

usS

peci

esD

ipte

raC

hiro

nom

idae

7O

MC

ricot

opus

fest

ivel

lus

Spe

cies

Dip

tera

Chi

rono

mid

ae7

OM

Cric

otop

us is

ocla

dius

Spe

cies

Dip

tera

Chi

rono

mid

ae7

OM

Cric

otop

us n

osto

cocl

adiu

sS

peci

esD

ipte

raC

hiro

nom

idae

7O

MC

ricot

opus

trem

ulus

Spe

cies

Dip

tera

Chi

rono

mid

ae7

OM

Cric

otop

us tr

ifasc

iata

Spe

cies

Dip

tera

Chi

rono

mid

ae7

OM

Cry

ptoc

hiro

nom

usG

enus

Dip

tera

Chi

rono

mid

ae8

PR

Dia

mes

aG

enus

Dip

tera

Chi

rono

mid

ae5

CG

Dic

rote

ndip

esG

enus

Dip

tera

Chi

rono

mid

ae8

CG

Ein

feld

iaG

enus

Dip

tera

Chi

rono

mid

ae9

CG

End

ochi

rono

mus

Gen

usD

ipte

raC

hiro

nom

idae

10O

ME

ukie

fferie

llaG

enus

Dip

tera

Chi

rono

mid

ae8

OM

Euk

ieffe

riella

bre

hmi

Spe

cies

Dip

tera

Chi

rono

mid

ae8

OM

Euk

ieffe

riella

bre

vica

lcar

Spe

cies

Dip

tera

Chi

rono

mid

ae8

OM

Euk

ieffe

riella

cla

ripen

nis

Spe

cies

Dip

tera

Chi

rono

mid

ae8

OM

Euk

ieffe

riella

dev

onic

aS

peci

esD

ipte

raC

hiro

nom

idae

8O

ME

ukie

fferie

lla g

race

iS

peci

esD

ipte

raC

hiro

nom

idae

8O

ME

ukie

fferie

lla p

seud

omon

tana

Spe

cies

Dip

tera

Chi

rono

mid

ae8

OM

Hel

enie

llaG

enus

Dip

tera

Chi

rono

mid

ae6

UN

Het

erot

risso

clad

ius

subp

ilosu

sS

peci

esD

ipte

raC

hiro

nom

idae

0C

GH

ydro

bain

usG

enus

Dip

tera

Chi

rono

mid

ae8

SC

Lars

iaG

enus

Dip

tera

Chi

rono

mid

ae6

PR

Lim

noph

yes

Gen

usD

ipte

raC

hiro

nom

idae

8C

GLo

pesc

ladi

usG

enus

Dip

tera

Chi

rono

mid

ae6

CG

Mac

rope

lopi

aG

enus

Dip

tera

Chi

rono

mid

ae6

PR

Ap

pen

dix

C (

Con

.)

(con

.)

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121USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tax

on

nam

eT

axo

n le

vel

Ord

erF

amily

TV

1F

FG

2

Mic

rops

ectr

aG

enus

Dip

tera

Chi

rono

mid

ae7

CG

Mic

rote

ndip

esG

enus

Dip

tera

Chi

rono

mid

ae6

CF

Mon

odia

mes

aG

ennu

sD

ipte

raC

hiro

nom

idae

7C

Mon

opel

opia

Gen

usD

ipte

raC

hiro

nom

idae

6P

RN

anoc

ladi

usG

enus

Dip

tera

Chi

rono

mid

ae3

CN

ilota

nypu

sG

enus

Dip

tera

Chi

rono

mid

ae6

PR

Nim

boce

raG

enus

Dip

tera

Chi

rono

mid

ae6

CO

dont

omes

aG

enus

Dip

tera

Chi

rono

mid

ae4

CO

liver

idia

Gen

usD

ipte

raC

hiro

nom

idae

6C

Ort

hocl

adiu

sG

enus

Dip

tera

Chi

rono

mid

ae6

CG

Ort

hocl

adiu

s co

mpl

exS

peci

esD

ipte

raC

hiro

nom

idae

6C

GO

rtho

clad

ius

euda

ctyl

ocla

dius

Spe

cies

Dip

tera

Chi

rono

mid

ae6

CG

Ort

hocl

adiu

s eu

orth

ocla

dius

Spe

cies

Dip

tera

Chi

rono

mid

ae6

CG

Ort

hocl

adiu

s po

gono

clad

ius

Spe

cies

Dip

tera

Chi

rono

mid

ae6

CG

Pag

astia

Gen

usD

ipte

raC

hiro

nom

idae

1C

GP

arac

haet

ocla

dius

Gen

usD

ipte

raC

hiro

nom

idae

6C

GP

arak

ieffe

riella

Gen

usD

ipte

raC

hiro

nom

idae

6C

GP

aram

erin

aG

enus

Dip

tera

Chi

rono

mid

ae6

PR

Par

amet

riocn

emus

Gen

usD

ipte

raC

hiro

nom

idae

5C

GP

arap

haen

ocla

dius

Gen

usD

ipte

raC

hiro

nom

idae

5C

GP

arat

anyt

arsu

sG

enus

Dip

tera

Chi

rono

mid

ae6

CG

Par

aten

dipe

sG

enus

Dip

tera

Chi

rono

mid

ae8

CG

Par

atric

hocl

adiu

sG

enus

Dip

tera

Chi

rono

mid

ae6

CG

Par

orth

ocla

dius

Gen

usD

ipte

raC

hiro

nom

idae

6C

GP

enta

neur

aG

enus

Dip

tera

Chi

rono

mid

ae6

PR

Pha

enop

sect

raG

enus

Dip

tera

Chi

rono

mid

ae7

SC

Pol

yped

ilum

Gen

usD

ipte

raC

hiro

nom

idae

6O

MP

olyp

edilu

m p

enta

pedi

lum

Spe

cies

Dip

tera

Chi

rono

mid

ae6

OM

Pot

thas

tia g

aedi

iS

peci

esD

ipte

raC

hiro

nom

idae

6O

M

Ap

pen

dix

C (

Con

.)

(con

.)

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122 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tax

on

nam

eT

axo

n le

vel

Ord

erF

amily

TV

1F

FG

2

Pot

thas

tia lo

ngim

ana

Spe

cies

Dip

tera

Chi

rono

mid

ae2

CG

Pro

clad

ius

Gen

usD

ipte

raC

hiro

nom

idae

9P

RP

rodi

ames

aG

enus

Dip

tera

Chi

rono

mid

ae3

CG

Pse

ctro

clad

ius

Gen

usD

ipte

raC

hiro

nom

idae

8C

GP

sect

rocl

adiu

s al

lops

ectr

ocla

dS

peci

esD

ipte

raC

hiro

nom

idae

8C

GP

sect

rocl

adiu

s lim

bate

llus

Spe

cies

Dip

tera

Chi

rono

mid

ae8

CG

Pse

ctro

clad

ius

sord

idel

lus

Spe

cies

Dip

tera

Chi

rono

mid

ae8

CG

Pse

ctro

tany

pus

Gen

usD

ipte

raC

hiro

nom

idae

10P

RP

seud

ochi

tono

mus

Gen

usD

ipte

raC

hiro

nom

idae

5C

GP

seud

odia

mes

aG

enus

Dip

tera

Chi

rono

mid

ae6

CG

Pse

udor

thoc

ladi

usG

enus

Dip

tera

Chi

rono

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ae0

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Rhe

ocric

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usG

enus

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tera

Chi

rono

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ae6

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Rhe

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sus

Gen

usD

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6C

FS

tem

pelli

naG

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Dip

tera

Chi

rono

mid

ae2

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Ste

mpe

lline

llaG

enus

Dip

tera

Chi

rono

mid

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Sub

letta

Gen

usD

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ymbi

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Dip

tera

Chi

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Syn

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tera

Chi

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Tan

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sus

Gen

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nom

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6P

RT

hien

eman

niol

aG

enus

Dip

tera

Chi

rono

mid

ae6

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Tve

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enus

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tera

Chi

rono

mid

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Tve

teni

a ba

varic

aS

peci

esD

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nom

idae

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GT

vete

nia

disc

olor

ipes

Spe

cies

Dip

tera

Chi

rono

mid

ae5

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Zav

relia

Gen

usD

ipte

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hiro

nom

idae

8C

GZ

avre

limyi

aG

enus

Dip

tera

Chi

rono

mid

ae8

PR

Cul

icid

aeF

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Dip

tera

Cul

icid

ae8

CG

Ap

pen

dix

C (

Con

.)

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.)

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123USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tax

on

nam

eT

axo

n le

vel

Ord

erF

amily

TV

1F

FG

2

Deu

tero

phle

bia

Gen

usD

ipte

raD

eute

roph

lebi

idae

0S

CD

ixid

aeF

amily

Dip

tera

Dix

idae

1C

GD

ixa

Gen

usD

ipte

raD

ixid

ae1

CG

Em

pidi

dae

Fam

ilyD

ipte

raE

mpi

dida

e6

PR

Che

lifer

aG

enus

Dip

tera

Em

pidi

dae

6P

RC

linoc

era

Gen

usD

ipte

raE

mpi

dida

e6

PR

Hem

erod

rom

iaG

enus

Dip

tera

Em

pidi

dae

6P

RO

reot

halia

Gen

usD

ipte

raE

mpi

dida

e6

PR

Wie

dem

anni

aG

enus

Dip

tera

Em

pidi

dae

6P

RE

phyd

ridae

Fam

ilyD

ipte

raE

phyd

ridae

6C

GM

usci

dae

Fam

ilyD

ipte

raM

usci

dae

6P

elec

orhy

nchi

dae

Fam

ilyD

ipte

raP

elec

orhy

nchi

dae

3P

RG

luto

psG

enus

Dip

tera

Pel

ecor

hync

hida

e3

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Psy

chod

idae

Fam

ilyD

ipte

raP

sych

odid

ae10

CG

Mar

uina

Gen

usD

ipte

raP

sych

odid

ae1

SC

Pty

chop

terid

aeF

amily

Dip

tera

Pty

chop

tery

dae

7C

GS

imul

iidae

Fam

ilyD

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raS

imul

iidae

6C

FS

imul

ium

biv

atta

tum

Spe

cies

Dip

tera

Sim

uliid

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FC

Pro

sim

uliu

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enus

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tera

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uliid

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Sim

uliu

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tera

Sim

uliid

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Sim

uliu

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peci

esD

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imul

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win

nia

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usD

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trat

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tera

Str

atio

myi

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enus

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tera

Str

atio

myi

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icom

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tera

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tera

Tip

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Dic

rano

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enus

Dip

tera

Tip

ulid

ae3

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Ap

pen

dix

C (

Con

.)

(con

.)

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124 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Hes

pero

cono

paG

enus

Dip

tera

Tip

ulid

ae1

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Hex

atom

aG

enus

Dip

tera

Tip

ulid

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Lim

noph

ilaG

enus

Dip

tera

Tip

ulid

ae4

PR

Lim

onia

Gen

usD

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idae

6O

MP

edic

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Dip

tera

Tip

ulid

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Tip

ula

Gen

usD

ipte

raT

ipul

idae

4O

ME

phem

erop

tera

Ord

erE

phem

erop

tera

Bae

tidae

Fam

ilyE

phem

erop

tera

Bae

tidae

4C

GB

aetis

Gen

usE

phem

erop

tera

Bae

tidae

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MB

aetis

bic

auda

tus

Spe

cies

Eph

emer

opte

raB

aetid

ae2

OM

Bae

tis in

sign

ifica

nsS

peci

esE

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erop

tera

Bae

tidae

6C

GB

aetis

inte

rmed

ius

Spe

cies

Eph

emer

opte

raB

aetid

ae6

CG

Bae

tis tr

icau

datu

sS

peci

esE

phem

erop

tera

Bae

tidae

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MC

allib

aetis

Gen

usE

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erop

tera

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tidae

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GC

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Eph

emer

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CG

Pse

udoc

loeo

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enus

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emer

opte

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aetid

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Cae

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emer

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erel

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Fam

ilyE

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tera

Eph

emer

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Gen

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Atte

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Cau

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eter

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Spe

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Spe

cies

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Spe

cies

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lidae

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nea

Spe

cies

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lidae

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Tax

on

nam

eT

axo

n le

vel

Ord

erF

amily

TV

1F

FG

2

Ap

pen

dix

C (

Con

.)

(con

.)

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125USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tax

on

nam

eT

axo

n le

vel

Ord

erF

amily

TV

1F

FG

2

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nella

pel

osa

Spe

cies

Eph

emer

opte

raE

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erel

lidae

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CD

rune

lla s

pini

fera

Spe

cies

Eph

emer

opte

raE

phem

erel

lidae

0S

CE

phem

erel

laG

enus

Eph

emer

opte

raE

phem

erel

lidae

1C

GE

phem

erel

la a

uriv

illi

Spe

cies

Eph

emer

opte

raE

phem

erel

lidae

0C

GE

phem

erel

la g

rand

isS

peci

esE

phem

erop

tera

Eph

emer

ellid

ae1

CG

Eph

emer

ella

iner

mis

Spe

cies

Eph

emer

opte

raE

phem

erel

lidae

1S

HS

erra

tella

Gen

usE

phem

erop

tera

Eph

emer

ellid

ae2

CG

Ser

rate

lla ti

bial

isS

peci

esE

phem

erop

tera

Eph

emer

ellid

ae2

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Tim

pano

ga h

ecub

aS

peci

esE

phem

erop

tera

Eph

emer

ellid

ae7

CG

Hep

tage

niid

aeF

amily

Eph

emer

opte

raH

epta

geni

idae

4S

CC

inyg

ma

Gen

usE

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erop

tera

Hep

tage

niid

ae4

SC

Cin

ygm

ula

Gen

usE

phem

erop

tera

Hep

tage

niid

ae4

SC

Epe

orus

Gen

usE

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erop

tera

Hep

tage

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ae0

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orus

alb

erta

eS

peci

esE

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erop

tera

Hep

tage

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orus

dec

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usS

peci

esE

phem

erop

tera

Hep

tage

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orus

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Spe

cies

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emer

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tera

Hep

tage

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orus

long

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Hep

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SC

Hep

tage

nia

Gen

usE

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tera

Hep

tage

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SC

Hep

tage

nia

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esE

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tera

Hep

tage

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Iron

odes

Gen

usE

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tera

Hep

tage

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Nix

e cr

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peci

esE

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Hep

tage

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Nix

e si

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icio

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Spe

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Eph

emer

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geni

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hith

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emer

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epta

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idae

0S

CR

hith

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na h

agen

iS

peci

esE

phem

erop

tera

Hep

tage

niid

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Lept

ophl

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aeF

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Eph

emer

opte

raLe

ptop

hleb

iidae

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GLe

ptop

hleb

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emer

opte

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hleb

iidae

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bia

Gen

usE

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erop

tera

Lept

ophl

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alep

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corn

uta

Spe

cies

Eph

emer

opte

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ptop

hleb

iidae

4C

G

Ap

pen

dix

C (

Con

.)

(con

.)

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126 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Par

alep

toph

lebi

a he

tero

nea

Spe

cies

Eph

emer

opte

raLe

ptop

hleb

iidae

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GP

olym

itarc

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Fam

ilyE

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erop

tera

Pol

ymita

rcyi

dae

2C

GE

phor

on a

lbum

Spe

cies

Eph

emer

opte

raP

olym

itarc

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CG

Sip

hlon

urid

aeF

amily

Eph

emer

opte

raS

iphl

onur

idae

7C

GA

mel

etus

Gen

usE

phem

erop

tera

Sip

hlon

urid

ae0

CG

Am

elet

us v

elox

Spe

cies

Eph

emer

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iphl

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iphl

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7O

MT

ricor

ythi

dae

Fam

ilyE

phem

erop

tera

Tric

oryt

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CG

Tric

oryt

hide

sG

enus

Eph

emer

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ricor

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utus

Spe

cies

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Nai

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Hap

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Nai

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Rhy

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sod

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Spe

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Tub

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Leth

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atid

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Cor

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Gen

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Cor

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Spe

cies

Hem

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Cor

isel

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Gra

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Hem

ipte

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PR

pero

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enus

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PH

Sig

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usH

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Spe

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Gen

usH

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tera

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Tax

on

nam

eT

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n le

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2

Ap

pen

dix

C (

Con

.)

(con

.)

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127USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tax

on

nam

eT

axo

n le

vel

Ord

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amily

TV

1F

FG

2

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ris b

ueno

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peci

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tera

Ger

ridae

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RG

erris

rem

igis

Spe

cies

Hem

ipte

raG

errid

ae5

PR

Nau

corid

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amily

Hem

ipte

raN

auco

ridae

5P

RM

icro

velia

Gen

usH

emip

tera

Vel

iidae

PR

Hyd

raca

rina

Ord

erH

ydra

carin

a8

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Hyg

roba

tidae

Fam

ilyH

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carin

aH

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batid

ae8

PR

Hyg

roba

tes

Spe

cies

Hyd

raca

rina

Hyg

roba

tidae

8P

RLe

bert

iidae

Fam

ilyH

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carin

aLe

bert

iidae

8P

RLe

bert

iaG

enus

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raca

rina

Lebe

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Pie

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Fam

ilyH

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carin

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ae8

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Pro

tzia

cal

iforn

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Spe

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Spe

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Spe

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Spe

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Isop

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Gen

usIs

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mm

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Spe

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Isop

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Lepi

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Ord

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HP

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mno

phila

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erLi

mno

phila

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dae

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mno

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dae

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saria

Gen

usLi

mno

phila

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dae

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mna

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noph

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ticife

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Lim

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Meg

alop

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erM

egal

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Meg

alop

tera

Cor

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idae

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R

Ap

pen

dix

C (

Con

.)

(con

.)

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128 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Oro

herm

esG

enus

Meg

alop

tera

Cor

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idae

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RS

ialis

Gen

usM

egal

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PR

Mes

ogas

trop

oda

Ord

erM

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astr

opod

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inic

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Gen

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esog

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Ap

pen

dix

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129USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tax

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Ap

pen

dix

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130 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Bel

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dix

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131USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tax

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pen

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.)

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132 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

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dix

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.)

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.)

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133USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tax

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aG

enus

Tric

hopt

era

Lepi

dost

omat

idae

1S

HLe

pido

stom

a ci

nere

umS

peci

esT

richo

pter

aLe

pido

stom

atid

ae3

SH

Lept

ocer

idae

Fam

ilyT

richo

pter

aLe

ptoc

erid

ae4

CG

Mys

taci

des

Gen

usT

richo

pter

aLe

ptoc

erid

ae4

CN

ecto

psyc

he g

raci

lisS

peci

esT

richo

pter

aLe

ptoc

erid

ae3

SN

ecto

psyc

he h

alia

Spe

cies

Tric

hopt

era

Lept

ocer

idae

3S

Nec

tops

yche

laho

ntan

ensi

sS

peci

esT

richo

pter

aLe

ptoc

erid

ae3

SN

ecto

psyc

he s

tigm

atic

aS

peci

esT

richo

pter

aLe

ptoc

erid

ae3

SO

ecet

isG

enus

Tric

hopt

era

Lept

ocer

idae

8P

RT

riaen

odes

Gen

usT

richo

pter

aLe

ptoc

erid

ae6

MH

Lim

neph

ilida

eF

amily

Tric

hopt

era

Lim

neph

ilida

e4

OM

Allo

cosm

oecu

s pa

rtitu

sS

peci

esT

richo

pter

aLi

mne

phili

dae

0S

CA

pata

nia

Gen

usT

richo

pter

aLi

mne

phili

dae

1S

CC

hyra

nda

Gen

usT

richo

pter

aLi

mne

phili

dae

1S

HC

hyra

nda

cent

ralis

Spe

cies

Tric

hopt

era

Lim

neph

ilida

e1

SH

Cry

ptoc

hia

Gen

usT

richo

pter

aLi

mne

phili

dae

0S

HD

icos

moe

cina

eS

ub-F

amily

Tric

hopt

era

Lim

neph

ilida

e1

OM

Dic

osm

oecu

sG

enus

Tric

hopt

era

Lim

neph

ilida

e1

SH

Ap

pen

dix

C (

Con

.)

(con

.)

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134 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Dic

osm

oecu

s at

ripes

Spe

cies

Tric

hopt

era

Lim

neph

ilida

e1

PR

Dic

osm

oecu

s gi

lvip

esS

peci

esT

richo

pter

aLi

mne

phili

dae

2S

CE

cclis

ocos

moe

cus

scyl

laS

peci

esT

richo

pter

aLi

mne

phili

dae

0S

HE

cclis

omyi

aG

enus

Tric

hopt

era

Lim

neph

ilida

e2

OM

Goe

rinae

Sub

-Fam

ilyT

richo

pter

aLi

mne

phili

dae

1S

CG

oera

arc

haon

Spe

cies

Tric

hopt

era

Lim

neph

ilida

e1

SC

Gre

nsia

Gen

usT

richo

pter

aLi

mne

phili

dae

6S

HH

espe

roph

ylax

Gen

usT

richo

pter

aLi

mne

phili

dae

5O

MH

omop

hyla

xG

enus

Tric

hopt

era

Lim

neph

ilida

e0

SH

Hyd

atop

hyla

xG

enus

Tric

hopt

era

Lim

neph

ilida

e1

SH

Lim

neph

ilina

eS

ub-F

amily

Tric

hopt

era

Lim

neph

ilida

e4

OM

Lim

neph

ilus

Gen

usT

richo

pter

aLi

mne

phili

dae

5O

MM

osel

yana

Gen

usT

richo

pter

aLi

mne

phili

dae

4C

Neo

phyl

axG

enus

Tric

hopt

era

Lim

neph

ilida

e3

SN

eoph

ylax

occ

iden

talis

Spe

cies

Tric

hopt

era

Lim

neph

ilida

e3

SN

eoph

ylax

ric

keri

Spe

cies

Tric

hopt

era

Lim

neph

ilida

e3

SN

eoph

ylax

spl

ende

nsS

peci

esT

richo

pter

aLi

mne

phili

dae

3S

Olig

ophl

ebod

esG

enus

Tric

hopt

era

Lim

neph

ilida

e1

SO

noco

smoe

cus

Gen

usT

richo

pter

aLi

mne

phili

dae

1S

HO

noco

smoe

cus

unic

olor

Spe

cies

Tric

hopt

era

Lim

neph

ilida

e2

SH

Ped

omoe

cus

sier

raS

peci

esT

richo

pter

aLi

mne

phili

dae

0S

CP

sych

ogly

pha

Gen

usT

richo

pter

aLi

mne

phili

dae

1O

MP

sych

ogly

pha

bella

Spe

cies

Tric

hopt

era

Lim

neph

ilida

e2

OM

Psy

chog

lyph

a su

bbor

eals

isS

peci

esT

richo

pter

aLi

mne

phili

dae

2O

MP

hilo

pota

mid

aeF

amily

Tric

hopt

era

Phi

lopo

tam

idae

3C

FD

olop

hilo

des

Gen

usT

richo

pter

aP

hilo

pota

mid

ae3

CF

Wor

mal

dia

Gen

usT

richo

pter

aP

hilo

pota

mid

ae3

CF

Pol

ycen

trop

idae

Fam

ilyT

richo

pter

aP

olyc

entr

opod

idae

6C

FP

olyc

entr

opus

Gen

usT

richo

pter

aP

olyc

entr

opod

idae

6P

R

Tax

on

nam

eT

axo

n le

vel

Ord

erF

amily

TV

1F

FG

2

Ap

pen

dix

C (

Con

.)

(con

.)

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135USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tax

on

nam

eT

axo

n le

vel

Ord

erF

amily

TV

1F

FG

2

Pay

chom

yiid

aeF

amily

Tric

hopt

era

Psy

chom

yiid

ae6

CG

Psy

chom

yia

lum

ina

Spe

cies

Tric

hopt

era

Psy

chom

yiid

ae2

SC

Tin

odes

Gen

usT

richo

pter

aP

sych

omyi

idae

6S

CR

hyac

ophi

lidae

Fam

ilyT

richo

pter

aR

hyac

ophi

lidae

0P

RR

hyac

ophi

laG

enus

Tric

hopt

era

Rhy

acop

hilid

ae0

PR

Rhy

acop

hila

acr

oped

esS

peci

esT

richo

pter

aR

hyac

ophi

lidae

1P

RR

hyac

ophi

la a

lber

taS

peci

esT

richo

pter

aR

hyac

ophi

lidae

0P

RR

hyac

ophi

la a

ngel

itaS

peci

esT

richo

pter

aR

hyac

ophi

lidae

0P

RR

hyac

ophi

la a

rnau

diS

peci

esT

richo

pter

aR

hyac

ophi

lidae

0P

RR

hyac

ophi

la b

ette

niS

peci

esT

richo

pter

aR

hyac

ophi

lidae

0P

RR

hyac

ophi

la b

larin

aS

peci

esT

richo

pter

aR

hyac

ophi

lidae

0P

RR

hyac

ophi

la b

runn

eaS

peci

esT

richo

pter

aR

hyac

ophi

lidae

0P

RR

hyac

ophi

la c

olor

aden

sis

Spe

cies

Tric

hopt

era

Rhy

acop

hilid

ae0

PR

Rhy

acop

hila

hya

linat

aS

peci

esT

richo

pter

aR

hyac

ophi

lidae

0P

RR

hyac

ophi

la ir

anda

Spe

cies

Tric

hopt

era

Rhy

acop

hilid

ae0

PR

Rhy

acop

hila

nar

vae

Spe

cies

Tric

hopt

era

Rhy

acop

hilid

ae0

PR

Rhy

acop

hila

pel

lisa

Spe

cies

Tric

hopt

era

Rhy

acop

hilid

ae0

PR

Rhy

acop

hila

rot

unda

Spe

cies

Tric

hopt

era

Rhy

acop

hilid

ae0

PR

Rhy

acop

hila

sib

irica

Spe

cies

Tric

hopt

era

Rhy

acop

hilid

ae0

PR

Rhy

acop

hila

vag

rita

Spe

cies

Tric

hopt

era

Rhy

acop

hilid

ae0

PR

Rhy

acop

hila

ver

rula

Spe

cies

Tric

hopt

era

Rhy

acop

hilid

ae0

MH

Wor

mal

dia

gabr

iella

Spe

cies

Tric

hopt

era

Rhy

acop

hilid

ae3

CF

Ser

icos

tom

atid

aeF

amily

Tric

hopt

era

Ser

icos

tom

atid

aeG

rum

aga

Gen

usT

richo

pter

aS

eric

osto

mat

idae

3S

HU

enoi

dae

Fam

ilyT

richo

pter

aU

enoi

dae

Neo

thre

mm

a al

icia

Spe

cies

Tric

hopt

era

Uen

oida

e0

SN

eoth

rem

ma

Gen

usT

richo

pter

aU

enoi

dae

0S

MO

LLU

SK

AP

hylu

mS

GA

ST

RO

PO

DA

Cla

ss7

SC

Ap

pen

dix

C (

Con

.)

(con

.)

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136 USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Tax

on

nam

eT

axo

n le

vel

Ord

erF

amily

TV

1F

FG

2

Lim

noph

ilaO

rder

Lim

noph

ilaA

ncyl

idae

Fam

ilyLi

mno

phila

Anc

ylid

ae6

SC

Fer

rissi

aG

enus

Lim

noph

ilaA

ncyl

idae

6S

CLy

mna

eida

eF

amily

Lim

noph

ilaLy

mna

eida

e6

SC

Phy

sida

eF

amily

Lim

noph

ilaP

hysi

dae

8S

CP

hysa

Gen

usLi

mno

phila

Phy

sida

e8

SC

Phy

sella

Gen

usLi

mno

phila

Phy

sida

e8

SC

Pla

norb

idae

Fam

ilyLi

mno

phila

Pla

norb

idae

7S

CG

yrau

lus

Gen

usLi

mno

phila

Pla

norb

idae

8S

CP

rom

entu

sG

enus

Lim

noph

ilaP

lano

rbid

ae6

CG

Mes

ogas

trop

oda

Ord

erM

esog

astr

opod

aJu

gaG

enus

Mes

ogas

trop

oda

Thi

arid

ae7

OM

PE

LEC

YP

OD

AC

lass

8C

FM

arga

ritife

raG

enus

Pel

ecyp

oda

Mar

garit

iferid

ae4

CF

Mar

garit

ifera

mar

garit

ifera

falc

ata

Spe

icie

sP

elec

ypod

aM

arga

ritife

ridae

8C

FS

phae

riida

eF

amily

Pel

ecyp

oda

Sph

aerii

dae

8C

FP

isid

ium

Gen

usP

elec

ypod

aS

phae

riida

e8

CF

Pis

idiu

m c

aser

tanu

mS

peci

esP

elec

ypod

aS

phae

riida

e8

SC

Pis

idiu

m c

ompr

essu

mS

peci

esP

elec

ypod

aS

phae

riida

e8

CF

Pis

idiu

m id

ahoe

nses

Spe

cies

Pel

ecyp

oda

Sph

aerii

dae

8C

FS

phae

rium

pat

ella

Spe

cies

Pel

ecyp

oda

Sph

aerii

dae

8C

FS

phae

rium

str

iatu

mS

peci

esP

elec

ypod

aS

phae

riida

e8

CF

Uni

onid

aeF

amily

Pel

ecyp

oda

Uni

onid

aeG

onid

eaG

enus

Pel

ecyp

oda

Uni

onid

ae4

CF

Ap

pen

dix

C (

Con

.)

(con

.)

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137USDA Forest Service Gen. Tech. Rep. RMRS-GTR-70. 2001

Ano

dont

a nu

ttalli

ana

idah

oens

Spe

cies

Pel

ecyp

oda

Uni

onid

ae8

CF

Gon

idea

ang

ulat

aS

peci

esP

elec

ypod

aU

nion

idae

8C

FN

EM

AT

OD

AP

hylu

m5

FP

LAT

YH

ELM

INT

HE

SP

hylu

mT

UB

ELL

AR

IAC

lass

4P

RT

ricla

dida

Ord

erT

ricla

dida

UN

Pla

narii

dae

Fam

ilyT

ricla

dida

Pla

narii

dae

OM

1 Tol

eran

ce v

alue

s (T

V)

rang

e fr

om 0

(lo

w to

lera

nce)

to 1

0(hi

gh to

lera

nce)

from

Cla

rk a

nd M

aret

(19

93)

2 Fun

ctio

nal F

eedi

ng G

roup

(F

FG

) D

esig

natio

ns: C

F =

Col

lect

or-F

ilter

er; P

H =

Pie

rcer

Her

bivo

re; C

G =

Col

lect

or-G

athe

rer;

PR

=P

reda

tor;

MH

= M

acro

phyt

e H

erbi

vore

; SC

= S

crap

er; O

M =

Om

nivo

re; S

H =

Shr

edde

r; P

A =

Par

asite

; UN

= U

nkno

wn

Tax

on

nam

eT

axo

n le

vel

Ord

erF

amily

TV

1F

FG

2

Ap

pen

dix

C (

Con

.)

Page 143: Monitoring wilderness stream ecosystems · 2016-08-05 · Most of the methods described here were developed, tested, and re-fined for wilderness use over the past 17 years by members

You may order additional copies of this publication by sending yourmailing information in label form through one of the following media.Please specify the publication title and number.

Telephone (970) 498-1392

FAX (970) 498-1396

E-mail [email protected]

Web site http://www.fs.fed.us/rm

Mailing Address Publications DistributionRocky Mountain Research Station240 West Prospect RoadFort Collins, CO 80526

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The U.S. Department of Agriculture (USDA) prohibits discrimination in all itsprograms and activities on the basis of race, color, national origin, sex, religion, age,disability, political beliefs, sexual orientation, or marital or family status. (Not allprohibited bases apply to all programs.) Persons with disabilities who require alterna-tive means for communication of program information (Braille, large print, audiotape,etc.) should contact USDA’s TARGET Center at (202) 720-2600 (voice and TDD).

To file a complaint of discrimination, write USDA, Director, Office of Civil Rights,Room 326-W, Whitten Building, 1400 Independence Avenue, SW, Washington, DC20250-9410 or call (202) 720-5964 (voice or TDD). USDA is an equal opportunityprovider and employer.

The Rocky Mountain Research Station develops scientific information andtechnology to improve management, protection, and use of the forests andrangelands. Research is designed to meet the needs of National Forest managers,Federal and State agencies, public and private organizations, academic institutions,industry, and individuals.

Studies accelerate solutions to problems involving ecosystems, range, forests,water, recreation, fire, resource inventory, land reclamation, communitysustainability, forest engineering technology, multiple use economics, wildlife andfish habitat, and forest insects and diseases. Studies are conducted cooperatively,and applications may be found worldwide.

Research Locations

Flagstaff, Arizona Reno, NevadaFort Collins, Colorado* Albuquerque, New MexicoBoise, Idaho Rapid City, South DakotaMoscow, Idaho Logan, UtahBozeman, Montana Ogden, UtahMissoula, Montana Provo, UtahLincoln, Nebraska Laramie, Wyoming

*Station Headquarters, Natural Resources Research Center,2150 Centre Avenue, Building A, Fort Collins, CO 80526

RMRSROCKY MOUNTAIN RESEARCH STATION


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