Design and Analysis of Long-term Ecological Monitoring...

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Cambridge University Press 978-0-521-19154-8 - Design and Analysis of Long-term Ecological Monitoring Studies Edited by Robert A. Gitzen, Joshua J. Millspaugh, Andrew B. Cooper and Daniel S. Licht Frontmatter More information www.cambridge.org © in this web service Cambridge University Press Design and Analysis of Long-term Ecological Monitoring Studies To provide useful and meaningful information, long-term ecological programs need to implement solid and efficient statistical approaches for collecting and analyzing data. This volume provides rigorous guidance on quantitative issues in monitoring, with contributions from world experts in the field. These experts have extensive experience in teaching fundamental and advanced ideas and methods to natural resource managers, scientists, and students. The chapters present a range of tools and approaches, including detailed coverage of variance component estimation and quantitative selection among alternative designs; spatially balanced sampling; sampling strategies integrating design- and model-based approaches; and advanced analytical approaches such as hierarchical and structural equa- tion modeling. Making these tools more accessible to ecologists and other monitoring practitioners across numerous disciplines, this is a valuable resource for any professional whose work deals with ecological monitoring. Supplementary example software code is available online at www.cambridge.org/9780521191548. Robert A. Gitzen is a Research Scientist at the School of Natural Resources, University of Missouri, Columbia. He has worked closely with the US National Park Service to develop monitoring studies in the northern Great Plains, and has conducted numerous research studies focused on quantitative methods and wildlife conservation. Joshua J. Millspaugh is Professor and Pauline O’Connor Distinguished Professor of Wildlife Management at the University of Missouri, Columbia. He has written and edited three previous books on quantitative methods in ecology, received state and national awards for teaching, and serves frequently on scientific panels addressing pressing conservation issues. Andrew B. Cooper is Associate Professor in the School of Resource and Environmental Management, Simon Fraser University, British Columbia. A quantitative ecologist, he has worked extensively with federal, state/provincial, and regional fish and wildlife man- agement agencies as well as with a number of environmental conservation organizations in the USA and Canada. Daniel S. Licht is Regional Wildlife Biologist for the Midwest Region of the US National Park Service. Having worked on wildlife issues in many parts of the USA, his experience includes wildlife and habitat management and restoration, inventory and monitoring, research, and program administration.

Transcript of Design and Analysis of Long-term Ecological Monitoring...

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Cambridge University Press978-0-521-19154-8 - Design and Analysis of Long-term Ecological Monitoring StudiesEdited by Robert A. Gitzen, Joshua J. Millspaugh, Andrew B. Cooper and Daniel S. LichtFrontmatterMore information

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Design and Analysis of Long-term Ecological Monitoring Studies

To provide useful and meaningful information, long-term ecological programs need toimplement solid and efficient statistical approaches for collecting and analyzing data.This volume provides rigorous guidance on quantitative issues in monitoring, withcontributions from world experts in the field. These experts have extensive experiencein teaching fundamental and advanced ideas and methods to natural resource managers,scientists, and students.

The chapters present a range of tools and approaches, including detailed coverageof variance component estimation and quantitative selection among alternative designs;spatially balanced sampling; sampling strategies integrating design- and model-basedapproaches; and advanced analytical approaches such as hierarchical and structural equa-tion modeling. Making these tools more accessible to ecologists and other monitoringpractitioners across numerous disciplines, this is a valuable resource for any professionalwhose work deals with ecological monitoring.

Supplementary example software code is available online atwww.cambridge.org/9780521191548.

Robert A. Gitzen is a Research Scientist at the School of Natural Resources, Universityof Missouri, Columbia. He has worked closely with the US National Park Service todevelop monitoring studies in the northern Great Plains, and has conducted numerousresearch studies focused on quantitative methods and wildlife conservation.

Joshua J. Millspaugh is Professor and Pauline O’Connor Distinguished Professor ofWildlife Management at the University of Missouri, Columbia. He has written and editedthree previous books on quantitative methods in ecology, received state and nationalawards for teaching, and serves frequently on scientific panels addressing pressingconservation issues.

Andrew B. Cooper is Associate Professor in the School of Resource and EnvironmentalManagement, Simon Fraser University, British Columbia. A quantitative ecologist, hehas worked extensively with federal, state/provincial, and regional fish and wildlife man-agement agencies as well as with a number of environmental conservation organizationsin the USA and Canada.

Daniel S. Licht is Regional Wildlife Biologist for the Midwest Region of the US NationalPark Service. Having worked on wildlife issues in many parts of the USA, his experienceincludes wildlife and habitat management and restoration, inventory and monitoring,research, and program administration.

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Design and Analysis of Long-termEcological Monitoring Studies

Edited by

ROBERT A. GITZENSchool of Natural Resources, University of Missouri, Columbia, USA

JOSHUA J. MILLSPAUGHSchool of Natural Resources, University of Missouri, Columbia, USA

ANDREW B. COOPERSchool of Resource and Environmental Management, Simon Fraser University, British Columbia, Canada

DANIEL S. L ICHTMidwest Region, National Park Service, Rapid City, South Dakota, USA

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Cambridge University Press978-0-521-19154-8 - Design and Analysis of Long-term Ecological Monitoring StudiesEdited by Robert A. Gitzen, Joshua J. Millspaugh, Andrew B. Cooper and Daniel S. LichtFrontmatterMore information

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CAMBRIDGE UNIVERSITY PRESS

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Cambridge University PressThe Edinburgh Building, Cambridge CB2 8RU, UK

Published in the United States of America by Cambridge University Press, New York

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C© Cambridge University Press 2012

This publication is in copyright. Subject to statutory exceptionand to the provisions of relevant collective licensing agreements,no reproduction of any part may take place without the writtenpermission of Cambridge University Press.

First published 2012

Printed in the United Kingdom at the University Press, Cambridge

A catalog record for this publication is available from the British Library

Library of Congress Cataloging in Publication dataDesign and analysis of long-term ecological monitoring studies / edited by Robert A. Gitzen . . . [et al.].

p. cm.Includes bibliographical references and index.ISBN 978-0-521-19154-8 (hbk.) – ISBN 978-0-521-13929-8 (pbk.)1. Environmental monitoring. 2. Ecology – Statistical methods. I. Gitzen, Robert A., 1968–QH541.15.M64D46 2012363.17′63 – dc23 2012002684

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Contents

List of contributors page viiiForeword by James K. Agee xiiiPreface xviAcknowledgments xxiList of abbreviations xxiii

Section I Overview

1 Ecological monitoring: The heart of the matter 3Robert A. Gitzen and Joshua J. Millspaugh

2 An overview of statistical considerations in long-term monitoring 23Joel H. Reynolds

3 Monitoring that matters 54Douglas H. Johnson

4 Maximizing the utility of monitoring to the adaptive management ofnatural resources 74William L. Kendall and Clinton T. Moore

Section II Survey design

5 Spatial sampling designs for long-term ecological monitoring 101Trent McDonald

6 Spatially balanced survey designs for natural resources 126Anthony R. Olsen, Thomas M. Kincaid and Quinn Payton

7 The role of monitoring design in detecting trend in long-term ecologicalmonitoring studies 151N. Scott Urquhart

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vi Contents

8 Estimating variance components and related parameters when planninglong-term monitoring programs 174John R. Skalski

9 Variance components estimation for continuous and discrete data, withemphasis on cross-classified sampling designs 200Brian R. Gray

10 Simulating future uncertainty to guide the selection of survey designs forlong-term monitoring 228Steven L. Garman, E. William Schweiger, and Daniel J. Manier

Section III Data analysis

11 Analysis options for estimating status and trends in long-term monitoring 253Jonathan Bart and Hawthorne L. Beyer

12 Analytical options for estimating ecological thresholds – statisticalconsiderations 279Song S. Qian

13 The treatment of missing data in long-term monitoring programs 298Douglas H. Johnson and Michael B. Soma

14 Survey analysis in natural resource monitoring programs with a focus oncumulative distribution functions 313Thomas M. Kincaid and Anthony R. Olsen

15 Structural equation modeling and the analysis of long-term monitoring data 325James B. Grace, Jon E. Keeley, Darren J. Johnson, and Kenneth A. Bollen

Section IV Advanced issues and applications

16 GRTS and graphs: Monitoring natural resources in urban landscapes 361Todd R. Lookingbill, John Paul Schmit, and Shawn L. Carter

17 Incorporating predicted species distribution in adaptive and conventionalsampling designs 381David R. Smith, Yuancai Lei, Christopher A. Walter, and John A. Young

18 Study design and analysis options for demographic and speciesoccurrence dynamics 397Darryl I. MacKenzie

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Contents vii

19 Dealing with incomplete and variable detectability in multi-year, multi-sitemonitoring of ecological populations 426Sarah J. Converse and J. Andrew Royle

20 Optimal spatio-temporal monitoring designs for characterizingpopulation trends 443Mevin B. Hooten, Beth E. Ross, and Christopher K. Wikle

21 Use of citizen-science monitoring for pattern discovery and biological inference 460Wesley M. Hochachka, Daniel Fink, and Benjamin Zuckerberg

Section V Conclusion

22 Institutionalizing an effective long-term monitoring program in the US NationalPark Service 481Steven G. Fancy and Robert E. Bennetts

23 Choosing among long-term ecological monitoring programs and knowingwhen to stop 498Hugh P. Possingham, Richard A. Fuller, and Liana N. Joseph

References 509Index 553

See color plate section between pp. 360 and 361.

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List of contributors

James K. AgeeSchool of Environmental and Forest Sciences, University of Washington, Seattle,Washington, USA.

Jonathan BartUS Geological Survey, Forest and Rangeland Ecosystem Science Center, Snake RiverField Station, Boise, Idaho, USA.

Robert E. BennettsNational Park Service, Southern Plains Inventory and Monitoring Network, DesMoines, New Mexico, USA.

Hawthorne L. BeyerDepartment of Ecology & Evolutionary Biology, University of Toronto, Toronto,Ontario, Canada.

Kenneth A. BollenDepartment of Sociology, University of North Carolina, Chapel Hill, North Carolina,USA.

Shawn L. CarterUS Geological Survey, National Climate Change & Wildlife Science Center, Reston,Virginia, USA.

Sarah J. ConverseUS Geological Survey, Patuxent Wildlife Research Center, Laurel, Maryland, USA.

Steven G. FancyNational Park Service, Inventory and Monitoring Division, Fort Collins, Colorado,USA.

Daniel FinkLab of Ornithology, Cornell University, Ithaca, New York, USA.

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List of contributors ix

Richard A. FullerThe Ecology Centre, School of Biological Sciences, The University of Queensland,St Lucia, Queensland, Australia.

Steven L. GarmanUS Geological Survey, Rocky Mountain Geographic Science Center, Denver,Colorado, USA.

Robert A. GitzenDepartment of Fisheries and Wildlife Sciences, School of Natural Resources,University of Missouri, Columbia, Missouri, USA.

James B. GraceUS Geological Survey, National Wetlands Research Center, Lafayette, Louisiana, USA.

Brian R. GrayUS Geological Survey, Upper Midwest Environmental Sciences Center, La Crosse,Wisconsin, USA.

Wesley M. HochachkaLab of Ornithology, Cornell University, Ithaca, New York, USA.

Mevin B. HootenDepartment of Mathematics and Statistics, Utah State University, Logan, Utah, USA.(Current Address: US Geological Survey, Colorado Cooperative Fish and WildlifeResearch Unit, Colorado State University, Fort Collins, Colorado, USA.)

Darren J. JohnsonIAP World Services, Inc., at US Geological Survey, National Wetlands ResearchCenter, Lafayette, Louisiana, USA.

Douglas H. JohnsonUS Geological Survey, Northern Prairie Wildlife Research Center, St. Paul, Minnesota,USA.

Liana N. JosephWCS Institute, Wildlife Conservation Society, The Bronx, New York, New York, USAand The Ecology Centre, School of Biological Sciences, The University of Queensland,St Lucia, Queensland, Australia.

Jon E. KeeleyUS Geological Survey, Western Ecological Research Center, Sequoia and KingsCanyon Field Station, Three Rivers, California, USA.

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x List of contributors

William L. KendallUS Geological Survey, Patuxent Wildlife Research Center, Laurel, Maryland, USA.(Current address: US Geological Survey, Colorado Cooperative Fish and WildlifeResearch Unit, Colorado State University, Fort Collins, Colorado, USA.)

Thomas M. KincaidUS Environmental Protection Agency, Western Ecology Division, Corvallis, Oregon,USA.

Yuancai LeiInstitute of Forest Resource Information Techniques, Chinese Academy of Forestry,Beijing, PR China.

Todd R. LookingbillDepartment of Geography and the Environment, University of Richmond, Richmond,Virginia, USA.

Darryl I. MacKenzieProteus Wildlife Research Consultants, Dunedin, New Zealand.

Daniel J. ManierArctic Slope Regional Corporation Management Services, contracted to: USGeological Survey, Fort Collins Science Center, Fort Collins, Colorado, USA.

Trent McDonaldWestern EcoSystems Technology, Inc., Cheyenne, Wyoming, USA.

Joshua J. MillspaughDepartment of Fisheries and Wildlife Sciences, School of Natural Resources,University of Missouri, Columbia, Missouri, USA.

Clinton T. MooreUS Geological Survey, Patuxent Wildlife Research Center, Warnell School of Forestryand Natural Resources, University of Georgia, Athens, Georgia, USA. (Currentaddress: US Geological Survey, Georgia Cooperative Fish and Wildlife Research Unit,Warnell School of Forestry and Natural Resources, University of Georgia, Athens,Georgia, USA.)

Anthony R. OlsenUS Environmental Protection Agency, Western Ecology Division, Corvallis, Oregon,USA.

Quinn PaytonUS Environmental Protection Agency, Western Ecology Division, Corvallis, Oregon,USA.

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List of contributors xi

Hugh P. PossinghamThe Ecology Centre, School of Biological Sciences, The University of Queensland,St Lucia, Queensland, Australia.

Song S. QianNicholas School of the Environment, Duke University, Durham, North Carolina, USA.(Current address: Center for Ecological Sciences, Tetra Tech, Inc., Research TrianglePark, North Carolina, USA.)

Joel H. ReynoldsUS Fish and Wildlife Service, National Wildlife Refuge System, Division of Realty &Natural Resources, Anchorage, Alaska, USA. (Current address: Western AlaskaLandscape Conservation Cooperative, Anchorage, Alaska, USA.)

Beth E. RossDepartment of Wildland Resources, Utah State University, Logan, Utah, USA.

J. Andrew RoyleUS Geological Survey, Patuxent Wildlife Research Center, Laurel, Maryland, USA.

John Paul SchmitNational Park Service – Center for Urban Ecology, National Capital Region Inventoryand Monitoring Program, Washington, DC, USA.

E. William SchweigerNational Park Service, Rocky Mountain Inventory and Monitoring Network, FortCollins, Colorado, USA.

John R. SkalskiSchool of Aquatic & Fishery Sciences, University of Washington, Seattle, Washington,USA.

David R. SmithUS Geological Survey, Kearneysville, West Virginia, USA.

Michael B. SomaUS Geological Survey, Northern Prairie Wildlife Research Center, Minneapolis,Minnesota, USA.

N. Scott UrquhartRetired, Department of Statistics, Colorado State University, Fort Collins, Colorado,USA.

Christopher A. WalterThe University of Montana, Missoula, Montana, USA.

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xii List of contributors

Christopher K. WikleDepartment of Statistics, University of Missouri, Columbia, Missouri, USA.

John A. YoungUS Geological Survey, Kearneysville, West Virginia, USA.

Benjamin ZuckerbergLab of Ornithology, Cornell University, Ithaca, New York, USA. (Current address:Department of Forest and Wildlife Ecology, University of Wisconsin – Madison,Madison, Wisconsin, USA.)

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Foreword: Ecology, management,and monitoring

Ecological monitoring has a somewhat checkered history, in part because it has beena fuzzy concept. It has ranged from measuring a single variable at a single locationover time to measuring multiple variables at a national scale, sometimes with quan-titatively defensible designs and sometimes not. Most currently accepted definitionsinclude measuring in some convincing way (and that adjective is critical) some aspectof ecological composition, structure, or function over time. In the past, managers havereceived more rewards from doing things than understanding the effectiveness of whatthey did. Funding for ecological monitoring, therefore, has been variable and usuallyhas been the first victim of budget cuts. The scientific community has also been partlyto blame. Where monitoring was employed, sometimes the wrong thing was measured,or measured in the wrong way. Monitoring was often designed with little attention to aconceptual framework, and seldom had a firm tie to policy and decision making.

In part due to this history, research and monitoring have been viewed as two distinctand separable activities. The former was seen as controlled, largely experimental, andrigorous, while the latter was seen as uncontrolled, largely observational, and inexact.This distinction has thankfully faded over time, and now research and monitoring areseen more as a continuum (Busch and Trexler 2003). Research is generally stronger atdetermining cause and effect. Monitoring contributes a spatial and temporal depth thatis less commonly seen in research, and both are capable of testing hypotheses.

Ecological monitoring is as complex as the ecosystems it is intended to measure.Those ecosystems are in a constant state of flux. The only constant is change, andthat change can be linear or nonlinear. Natural variation can make analysis difficult.Some populations will be naturally cyclic on an annual scale (salmon), or in the caseof migratory animal populations, seasonally variable. Monitoring needs to acknowledgethe following features of ecological systems: the significance of natural processes, thedynamic nature of ecological systems, the uncertainty and inherent variability of thosesystems, and the importance of cumulative effects (Dale et al. 1999).

How the system works, identified by conceptual models, is an important precursor todevelopment of a monitoring plan. Evaluating ecosystem linkages helps to define theright things to measure, and may help in explaining the source of the ecological changebeing measured. Models help to justify and explain why a particular resource or speciesis important to measure.

Well-defined monitoring plans can help define ecological change in a reliable way.However, change alone is an insufficient metric for a monitoring plan. There must

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xiv Foreword

be thresholds of change that trigger action by managers, and managers need to beinvolved in defining those thresholds. This implicitly incorporates values in addressingecological change as good, bad, or ugly. Consider a resource being monitored where,over time, dissimilarity among sites increases, remains stable, or decreases. Those data,independent of incorporating values, are not very meaningful without a managementcontext. Increasing dissimilarity among sites may indicate increasing species richness,perhaps not desirable if invasive species are the cause. Decreasing dissimilarity amongsites may indicate homogenization, perhaps desirable if disturbed sites are recoveringto the levels of pristine sites, or perhaps undesirable if generalists are gaining at theexpense of less common species. Management objectives provide an interpretive contextfor change. At some point, sufficient change occurs that management actions are needed,triggered not only by statistically significant change, but also its relevance to managementobjectives.

Ecological monitoring is an essential part of the process known as adaptive man-agement (Holling 1978). Effective monitoring may show a need for new ecosystemassessments, new decisions concerning resource allocation or priorities for action, orchanges in implementing actions. Substituting space for time (spatially separated siteswhere treatment occurred in the past) can provide short-term insights into the tem-poral change that might be expected over time, but is criticized due to assumptionsof site uniformity before treatment/disturbance, uniformity of conditions followingtreatment/disturbance, and often subjective sampling designs. Ecological monitoringdemands a patient approach, as most change in “noisy” ecosystems requires multipleyears of data to provide reliable inference. Some monitoring protocols may be able toshow change over a short time, but others may require a decade or two to show, forexample, a 25% population change with 80% power at α = 0.10. Higher samplingintensities may shorten that time, but with associated higher costs.

As scale increases from point to landscape, the issue of spatial balance of samplingemerges. Many monitoring plans are now at these larger ecoregion scales, so it isimportant to address sampling design as much as measurement methodology. Newerspatially balanced probability designs, such as the Generalized Random TessellationStratified Design (GRTS; Stevens and Olsen 2004) help in allowing unbiased inferencefrom monitoring at these larger scales.

Monitoring programs still face many challenges. First, some monitoring plans areconsidered complete when they are not. In a recent survey of plant and animal populationmonitoring programs, only half the programs had determined in advance what statisticalmethods would be employed in evaluating change, and only 20% of the programsincluded issues of statistical power, with little difference between older (> 20 years)and recent (< 6 years) programs (Marsh and Trenham 2008). These data suggest that amajority of current monitoring plans (at least for plants and animals) are likely inept, dueeither to ignorance of statistics or a lack of ability to incorporate quantitative techniques.Those with excellent design and analysis will be of the highest utility to managersbecause statements of change (or lack of change) will be convincing. Second, stablefunding of long-term monitoring is a real concern. Most funding institutions are public,and with that comes the inevitable cycle of periodic budget cuts associated with new

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Foreword xv

laws, recessions, and the like. Ecological monitoring programs are in direct competitionwith social programs, and few have developed adequate rationales to compete with thoseprograms in times of shrinking budgets. Not only is the scale of monitoring restrictedwhen the budgets are cut, but the sample design itself may be compromised if only aportion of the monitoring can be funded.

These problems can be at least partly alleviated with defensible monitoringapproaches. Rigorous design, implementation, and analysis for ecological monitoringare the wave of the future, destined to have the power of a tsunami. And the earthquakethat spawns that tsunami is contained within the chapters of this book.

Dr. James K. AgeeEmeritus Professor of Forest EcologySchool of Environmental and ForestSciencesUniversity of WashingtonSeattle, Washington, USA

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Preface

Environmental monitoring is of fundamental importance to natural resource managers,scientists, and human society in general – consider the inarguable importance of quanti-fying changes in climate, air and water quality, surface and ground water dynamics, andsimilar attributes. However, monitoring studies also have the potential to be a significantwaste of time and money (see, for example, discussions by Legg and Nagy 2006). Tohave value, a monitoring program needs to produce information of sufficient accuracyrelevant to a clearly defined purpose, and to do so cost-effectively. Yet, even in the shortterm, natural populations and systems are inherently variable and usually difficult tostudy. Adding in a multi-year (usually multi-decade) focus creates many additional chal-lenges and scales of uncertainty – and increases the potential amount of time and moneywasted if these challenges are not adequately addressed. Many monitoring efforts havefailed or will fail due to poorly defined objectives and inadequate designs (Yoccoz et al.2001, Noon 2003, Legg and Nagy 2006, Lindenmayer and Likens 2010a). Yet, statisti-cians and ecologists have developed, and continue to develop, a rich body of knowledgeand practical methods for addressing these challenges, and have applied these methodssuccessfully at a variety of scales for a diversity of attributes. Our goal for this volumeis to help make some key components of this knowledge base, as well as new extensions,readily available and accessible to quantitative and applied natural resource scientistsand managers, program managers, students, and consulting biometricians involved withenvironmental monitoring worldwide.

We have simple motivations for producing this volume. As a result of three of the foureditors’ experience working or collaborating with the US National Park Service (NPS)Inventory and Monitoring Program, it became apparent that sampling tools and expertguidance not available in published texts were being regularly applied in the develop-ment of monitoring programs by or in partnership with the US Environmental ProtectionAgency (USEPA), US Geological Survey (USGS), NPS, and other entities. More gener-ally, throughout the monitoring world, there were many pools of expertise and situationswhere existing analytical tools were being applied and extended for use in monitoring.However, much of this relevant expertise was not easily accessible to the broad audienceof ecologists involved with monitoring. Information on a diversity of approaches, tools,and current developments was scattered widely in sources such as statistical journals,other texts not focused on monitoring, unpublished sources, and agency web pages, aswell as in the collective professional experience of many biometricians and quantitative

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Preface xvii

ecologists. We wanted to make this information and expertise more readily available tohelp all environmental monitoring programs increase their effectiveness and to stimulatefurther extensions of existing methods. Through this edited volume, we also wanted tohelp provide readers with diverse views and expert guidance directly from many worldexperts who have developed and guided the implementation of quantitative methodologyin ecological monitoring.

Scope

This volume is intended to offer broad guidance on defining objectives for monitoringand on developing a survey design and analytical approach to meet these objectives. Itis organized into five sections. The first section gives perspectives about defining thepurpose for a monitoring program, an overview of important quantitative issues, and areview of the necessary statistical background for readers with relatively basic statisticaltraining and knowledge. The second section focuses on critical issues and tools fordesigning monitoring programs – including probability sampling designs; planning thetemporal component of monitoring; and estimating sources of variability that will affectthe quality of information produced by the study. The third section focuses on a widevariety of methods and perspectives for analyzing monitoring data. Chapters in the fourthsection focus on additional topics related to developing a monitoring program, planninga survey design, and analyzing data; this section focuses on advanced and specializedissues (e.g. hierarchical modeling, planning demographic monitoring of populations) andapplications. The fifth, concluding, section illustrates how quantitative issues and otheraspects of a monitoring program can be integrated, and how decisions about monitoringcan be evaluated in the context of broader conservation and management goals of anorganization.

This volume is intended to highlight general challenges in monitoring design andanalysis, to demonstrate principles and some widely useful methods for addressingthese challenges, and to provide perspectives from a diverse group of experts. Our goalis not to provide an exhaustive source of statistical methods or decision keys leadingreaders through the realm of design options to the specific approach they should use intheir situation. Our expectation is that readers will use this volume in conjunction withgeneral sampling texts, literature on monitoring, and other specialized references – andparticularly in collaboration with statisticians with experience in monitoring. Similarly,chapter authors provide equations and software commands to help readers understandgeneral methods, and steer readers to more specialized references for more detailedguidance.

Our intent was that every chapter in this volume would be relevant across a widerange of environmental disciplines. In terms of specific examples and scenarios dis-cussed, there is a moderate bias towards wildlife-focused monitoring given the back-grounds of the editors, but the quantitative issues and tools discussed are of generalimportance. Conversely, some tools and approaches that have been a regular compo-nent of some large-scale monitoring programs, particularly programs coordinated by

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the USEPA, for >10 years (e.g. spatially balanced sampling) have become a standardpart of the survey-design toolbox for other programs and disciplines only in the last fewyears. Therefore, while examples presented in chapters obviously are discipline-specific,chapters focus on concepts and methods of general importance to any environmentaldiscipline. More generally, the volume offers a diversity of perspectives about how theexperts involved see the world of environmental monitoring, and even how they define“monitoring”.

Features

Technical accessibility

Besides relevance across disciplines, we also wanted this volume to have broad relevanceto readers with varying levels of technical expertise and quantitative interests. We soughtthis breadth both at the level of the entire volume and within individual chapters.Collectively, chapters in the first and last sections (“Overview” and “Conclusion”) focusless on quantitative details and more on large picture issues relevant to all readers.The middle sections focus on design and analysis, with most chapters focusing partlyon technical details and considerations. All readers with some coursework or basicknowledge of applied environmental statistics should benefit from the general discussionin these chapters. In some chapters, ecologists with advanced backgrounds in statisticsand some biometricians will benefit most from the technical details. In these latter cases,the authors remain focused on applied and practical issues, and on explaining methods ata level more accessible to ecologists compared to discussions in statistical journals. Mostchapters include either multiple small real-world or realistic examples, or an extendedcase study, to make clear the relevance of the topics being discussed and to help readersbetter understand the application of methods discussed.

Chapter features

In addition, each chapter was structured to ensure its practical value to all readers,through the following features:

Introduction and summary. Each chapter has a general introduction and summary todocument the context for the specific topics discussed in the chapter and to reiterate keymessages.

Take-home messages. In the long term, time and money spent on sound statisti-cal planning and investing in partnership with statistical experts pays off. However,time and money first need to be spent. Such investments require decisions by programmanagers and administrators who certainly want and need to understand the big pic-ture, but possibly not all the technical details. Therefore, each chapter in this volumeincludes a “Take-home Messages for Program Managers” call-out box, to give readers the“big picture” in a less technical fashion and to help program managers see the relevanceof the chapter to their program.

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Common problems and difficult gray areas. The authors involved in this volumehave extensive practical experience with monitoring programs, and understand possiblecommon difficulties and sticking points related to their chapter. Therefore, chapters eachhave a “Common Challenges” call-out box in which authors briefly emphasize somecommon issues that readers likely will need to consider further as they apply what theylearned.

Future research and development. To help define the limits of current knowledge oravailable tools and outline potential high-priority research/development needs, authorsprovide a Future Research and Development section near the end of each chapter.Moreover, the above-mentioned “Common Challenges” also often point out issues inneed of further research and development of methodology.

Software applications

Software commands provided in chapters and online supplements are intended topoint readers towards available tools (most commonly in R, SAS, or WinBUGS),help demonstrate the application of design and analytical approaches, and help somereaders build on their existing knowledge to begin applying these approaches intheir situations. In several cases, authors provide software code, background infor-mation, data sets used for example, and even analytical output as online supplements(www.cambridge.org/9780521191548). Authors usually steer readers to more extensiveinstruction and demonstration of software applications available from user’s guides, websites, specialized training, and other texts. (Throughout the volume, references to propri-etary software by authors who are US government employees do not imply endorsementby the US government.)

AcknowledgmentsWe are highly grateful to all authors involved in this volume, for eagerly contributingtheir expertise and being very responsive to questions and requests. Doug Johnson,Tony Olsen, and Tom Kincaid deserve special mention for contributing more than onechapter. We thank authors for graciously allowing us, during final editing, to insert cross-references to other chapters to increase cohesiveness; any errors in such links are theresponsibility of the editors. Peer review is critical to maximizing the quality and utilityof this sort of edited volume, and we are very grateful to peer reviewers of each chapter,several of whom reviewed more than one chapter each. A complete list is providedof the reviewers from whom we obtained comments. Rob Bennetts and Steve Garmandeserve special thanks for contributing chapters and serving as peer reviewers. GlenSargeant, John Gross, and Tom Philippi provided helpful comments during developmentof the initial outline for this volume. Support and encouragement for development ofthis volume was provided by the NPS Inventory and Monitoring Program, NorthernGreat Plains Network (NGPN), and we are grateful to NGPN staff (particularly KaraPaintner-Green, Marcia Wilson, other I&M personnel, and park staff) and collaborators(particularly Amy Symstad of USGS). We thank the University of Missouri, School ofNatural Resources and Department of Fisheries and Wildlife Sciences for their support in

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xx Preface

completing this volume. Dr. Jack Jones, Department Chair, and Dr. Mark Ryan, Directorof the School of Natural Resources, deserve special recognition for their encouragementand support of this project. We also thank the NPS Midwest Region and the Schoolof Resource and Environmental Management, Simon Fraser University, for additionalsupport. Finally, we are grateful to Abigail Jones at Cambridge University Press for hercareful work and support in producing this volume.

Robert A. GitzenJoshua J. MillspaughAndrew B. CooperDaniel S. Licht

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Acknowledgments

We acknowledge the following people for their help in reviewing the manuscript:

Michael Adams, US Geological Survey, Forest and Rangeland Ecosystem ScienceCenter, Corvallis, Oregon, USA.

James Agee, School of Environmental and Forest Sciences, University of Washing-ton, Seattle, Washington, USA.

Erik Beever, US Geological Survey, Alaska Science Center, Anchorage, Alaska,USA.

Robert Bennetts, National Park Service, Southern Plains Inventory and MonitoringNetwork, Des Moines, New Mexico, USA.

Michael Bevers, US Forest Service, Rocky Mountain Research Station, Fort Collins,Colorado, USA.

William Block, US Forest Service, Rocky Mountain Research Station, Flagstaff,Arizona, USA.

G. Scott Boomer, US Fish & Wildlife Service, Division of Migratory Bird Manage-ment, Laurel, Maryland, USA.

Jennifer Brown, Department of Mathematics and Statistics, University of Canter-bury, Christchurch, New Zealand.

Jacob Carstensen, National Environmental Research Institute, Department ofMarine Ecology, Roskilde, Denmark.

Duane Diefenbach, Pennsylvania Cooperative Fish & Wildlife Research Unit, Penn-sylvania State University, University Park, Pennsylvania, USA.

David Elston, Biomathematics & Statistics Scotland, The James Hutton Institute,Craigiebuckler, Aberdeen, Scotland, UK.

E. David Ford, School of Environmental and Forest Sciences, University of Wash-ington, Seattle, Washington, USA.

Steven Garman, US Geological Survey, Rocky Mountain Geographic Science Cen-ter, Denver, Colorado, USA.

John Gross, National Park Service, Inventory and Monitoring Program, Fort Collins,Colorado, USA.

Jonathan Haufler, Ecosystem Management Research Institute, Seeley Lake, Mon-tana, USA.

Jean-Yves Humbert, Institute of Ecology and Evolution, University of Bern, Bern,Switzerland.

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xxii Acknowledgments

Kathryn Irvine, Department of Mathematical Sciences, Montana State University,Bozeman, Montana, USA.

Barbara Keller, Department of Fisheries and Wildlife Sciences, School of NaturalResources, University of Missouri, Columbia, Missouri, USA.

David P. Larsen, Pacific States Marine Fisheries Commission, c/o US EcologicalProtection Agency, Western Ecology Division, Corvallis, Oregon, USA.

David Larsen, Department of Forestry, School of Natural Resources, University ofMissouri, Columbia, Missouri, USA.

Michael Larson, Minnesota Department of Natural Resources, Forest Wildlife Pop-ulations and Research Group, Grand Rapids, Minnesota, USA.

John Lehmkuhl, US Forest Service, Pacific Northwest Research Station, WenatcheeWashington, USA.

Lyman McDonald, Western EcoSystems Technology, Inc., Laramie, Wyoming,USA.

Donald McKenzie, US Forest Service, Pacific Wildland Fire Sciences Lab, Seattle,Washington, USA.

Lloyd Morrison, US National Park Service, Inventory and Monitoring Program,Heartland Network/Department of Biology, Missouri State University, Springfield,Missouri, USA.

Vito Muggeo, Dipartimento Scienze Statistiche e Matematiche ‘Vianelli’, Universitadi Palermo, Palermo, Italy.

Barry Noon, Department of Fish, Wildlife, and Conservation Biology, ColoradoState University, Fort Collins, Colorado, USA.

Craig Paukert, US Geological Survey, Missouri Cooperative Fish and WildlifeResearch Unit, University of Missouri, Columbia, Missouri, USA.

Eric Rexstad, Research Unit for Wildlife Population Assessment, Centre forResearch into Ecological and Environmental Modelling, University of St Andrews,St Andrews, Scotland, UK.

Christopher Rota, Department of Fisheries and Wildlife Sciences, School of NaturalResources, University of Missouri, Columbia, Missouri, USA.

Steve Sheriff, Missouri Department of Conservation, Resource Science Division,Columbia, Missouri, USA.

Stephen Stehman, Department of Forest and Natural Resources Management, SUNYCollege of Environmental Science and Forestry, Syracuse, New York, USA.

Amy Symstad, US Geological Survey, Northern Prairie Wildlife Research Center,Hot Springs, South Dakota, USA.

Frank R. Thompson, III, US Forest Service, Northern Research Station, Columbia,Missouri, USA.

William Thompson, National Park Service, Inventory and Monitoring Program,Anchorage, Alaska, USA.

William Venables, CSIRO/CMIS Cleveland Laboratories, Cleveland, Queensland,Australia.

Sanford Weisberg, School of Statistics, University of Minnesota, Minneapolis, Min-nesota, USA.

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Abbreviations

ACS adaptive cluster samplingAIC Akaike’s information criterionALT autoregressive latent trajectory modelARCL autoregressive cross-lagged modelARM Adaptive Resource ManagementASH average shifted histogramASTER Advanced Spaceborne Thermal Emission and Reflection RadiometerBACI Before–After, Control–ImpactBBS Breeding Bird SurveyCAR conditional autoregressive structureCART classification and regression treeCDF cumulative distribution functionCJS Cormack–Jolly–SeberCMR capture–mark–recaptureCvM Cramer–von MisesCWS Canadian Wildlife ServiceDEM Digital Elevation ModelDIC deviance information criterionEMAP Environmental Monitoring and Assessment ProgramEPA (US) Environmental Protection AgencyFIA Forest Inventory and Analysis (Program)FIML full-information maximum likelihoodGAM generalized additive modelGAMM generalized additive mixed modelGCG Gene Conservation GroupsGLM generalized linear modelGLMM generalized linear mixed modelGRS general random sampleGRTS Generalized Random Tessellation Stratified designGUIDOS Graphical User Interface for the Description of image Objects and their

ShapesIBI index of biotic integrityICAR Intrinsic-CARICC intracluster or intraclass correlation coefficient

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xxiv List of abbreviations

IDEs integro-difference equationsINLA integrated nested Laplace approximationsKS Kolmogorov–SmirnovLISREL linear structural relationsLTM Latent Trajectory ModelMAPS Monitoring Avian Productivity and Survivorship (Program)MAR missing at randomMCAR missing completely at randomMCMC Markov chain Monte CarloML maximum likelihoodMLE ML estimatorMMDM mean maximum distance movedMNAR missing not completely at randomMSE mean squared errorNARS National Aquatic Resource SurveysNASS National Agricultural Statistics ServiceNES National Eutrophication SurveyNGPN Northern Great Plains NetworkNPS National Park ServicePAH polycyclic aromatic hydrocarbonsPDEs partial differential equationsPPS probability proportional to sizeQA quality assuranceREML restricted (residual) maximum likelihoodRRMSE relative root mean square errors.m.a.r.t. specific, measurable, achievable, results-oriented, time-frameSEM structural equation modelingSRS simple random samplingTCI topographic convergence indexUSFWS US Fish and Wildlife ServiceUSGS US Geological SurveyVPC variance partition coefficients