CHAPTER 6: MONITORING
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The general concepts for adaptive management were outlined in the Northwest
Forest Plan:
The concept of adaptive management is straightforward and simple: new
information is identified, evaluated, and a determination is made whether
to adjust the strategy or goals. Adaptive management is a process of action-based
planning, monitoring, researching, evaluating, and adjusting with the objective
of improving the implementation and achieving the goals of these standards
and guidelines (ROD 1994, p. E-13).
What is Monitoring?
Monitoring is systematically checking what we've done to see if it worked;
it is therefore an integral step in the adaptive management process that
must be directly tied to the objectives, designs, and implementation of
different projects. Thus monitoring in the Northern Coast Range AMA will
be closely tied to the specific learning and management objectives that
were laid out in previous chapters. Although monitoring has been required
of federal agencies in the past, efforts have tended to be poorly funded
and haphazard. New monitoring efforts (for example, of a particular stream
or stand of trees) will ideally be standardized across agencies and fit
into landscape- and regional-scale objectives to determine whether the
Northwest Forest Plan is being implemented as intended and how well it
is working.
Three distinct types of monitoring are generally recognized:
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Implementation monitoring: Are activities being
implemented as planned? In other words, did we do it (build the road, thin
the stand, collect the moss) the way we said we were going to do it? This
tends to be the most straight-forward kind of monitoring.
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Effectiveness monitoring: Are desired results
being achieved? For example, did thinning the stand of trees result in
larger overstory trees and survival of planted understory trees? Is watershed
restoration resulting in better water quality and improved fish habitat?
This kind of monitoring usually evaluates change, and could use implementation
monitoring as the initial source of information to be compared with information
gathered in the future.
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Validation monitoring: Are underlying assumptions
sound? Are estimates of impacts accurate? In particular, do the results
tend to support the Standards and Guides (and underlying assumptions) contained
in the Northwest Forest Plan? For example, are late-successional species
occupying thinned forests with late-successional structure, or are they
responding to something else? Are salmon more abundant in restored watersheds,
and why or why not? This kind of monitoring tends to be the most intensive
and is often addressed with careful research designs, especially for actions
for which we're not sure of possible impacts.
The Monitoring and Evaluation Plan in the Northwest Forest Plan (ROD 1994,
Section E) presents a general framework for the kinds of information that
should be gathered. The Research and Monitoring Committee, comprised of
scientists and managers in the Regional Ecosystem Office, is developing
more specific monitoring and research plans that will provide some guidance
to AMA managers. Two projects developed by this Committee have chosen the
Oregon Coast Range for pilot efforts to test and refine monitoring protocols.
The implementation monitoring group developed a set of implementation monitoring
questions which was tested during the summer of 1996 on fiscal year 1995
timber sales. The Regional Ecosystem Office will review the process, the
questions used to implement the process, and the timing of the effort.
The effectiveness monitoring group is evaluating monitoring questions,
available data, and strategies for integrating efforts and analysis across
agencies, with an emphasis on assessing forest structure across the Coast
Range landscape.
The
Salem District (BLM) Resource Management Plan and the Siuslaw National
Forest Land and Resource Management Plan also contain evaluation questions
and some monitoring requirements for individual projects and the organizations
as a whole. Watershed analyses, which will eventually be completed for
the entire AMA, provide a thorough assessment of existing information and
identify specific items to be monitored on individual watersheds. Two networks
of permanent forest plots already exist which will help us monitor forest
change across the AMA (Map 6). The PRIME (Pacific
Resource Inventory Monitoring and Evaluation) program run by the USFS Pacific
Northwest Research Station (formerly called "FIA") monitors 143 plots within
the AMA which are approximately on a 5.4 kilometer (3.4 mi) grid (number
of plots by ownership: 32 State, 69 private industrial, 41 other private,
1 city). The Siuslaw National Forest installed about 70 permanent Current
Vegetation Survey plots in 1996 on a more intensive 2.7 km (1.7 mi) grid;
approximately 35 are within the AMA (only the coarser 5.4 km grid is shown
in Map 6).
All of these efforts will provide general monitoring guidance for AMA
activities at the broad scale to help us assess our progress toward restoring
and maintaining late-successional habitat. Site-specific research and learning
projects will require additional monitoring efforts to answer the questions
they are designed to address.
Much of the existing guidance on ecosystem monitoring is fairly general;
many important questions about monitoring strategies (What? Where? How?
How much? How often?) still need to be decided. Monitoring all ecosystem
components everywhere is of course not practical; strategies will need
to identify the most important information and realistic funding to accomplish
it. Strategies will also need to be coordinated so that project-level information
can be compiled and help address district-level and region-wide issues.
Issues and Questions
The following is an initial "laundry list" of some of the issues and
questions that could be addressed, and the variables (that is, kinds of
information) that might be collected in the AMA. These items were gathered
from several local, regional, and national reports (see references). The
appropriate type of information and timing for collecting it differs with
each variable. For example, water temperature might be measured weekly
with thermometers during the summer for 5 years after a project, and forest
structure across the landscape might be measured with satellite images
once every 10 years.
Late-successional forest
Issue: Inadequate and insufficient late-successional
forest habitat exists to support species associated with such forests.
Questions:
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What are the characteristics of late-successional forests in the different
ecological zones within the AMA? (for developing desired conditions)
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Can desired late-successional stand characteristics be promoted through
thinning, and what are the effects of different prescriptions for different
types of stands?
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Can appropriate amounts of coarse woody debris be provided in managed stands?
Monitoring variables:
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Patch size, successional status, and location (fragmentation/isolation)of
all forest stands
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Tree structure and composition (range of sizes, species, and canopy layers)
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Woody debris abundance (size, species, decay state)
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Understory herb and shrub composition and abundance (cover, species)
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Amount of land area occupied by exotic plant species
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Expected implementation of silvicultural prescriptions
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Changes in structure and composition on management units
Species of concern
Issue: For most species, except northern
spotted owls and marbled murrelets, the necessary information to predict
response of species to habitat change does not exist. Some species live
in special habitat types (for example, meadows, rock outcrops, seeps or
springs), often isolated pockets associated with specific microhabitats.
Questions:
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What is the relation between habitat and populations?
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What is the effect of the scale and amount of landscape diversity of stand
types on species habitat needs?
-
How effective are logs and snags and what are the appropriate sizes for
providing habitat for late-successional species during early-successional
stages?
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How do we address site-specific needs for all organisms when the exact
habitat requirements for most of them are unknown?
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Can indicator species be reliably used?
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What are effective survey and management techniques and protocols for rare
and lesser known species (mollusks, lichens, invertebrates, vascular plants)?
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How do roads and vehicle use affect species and habitat quality?
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What riparian reserve widths are sufficient to provide habitats and dispersal
corridors for terrestrial species?
Monitoring variables:
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Population sizes of species of concern, including spotted owls, murrelets,
and other rare species (including vertebrates, invertebrates, non-vascular
plants, fungi)
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Population trends for species of concern (reproduction, survival, mortality)
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Species' habitat use (habitat type, presence of nests, feeding, roosting,
travel corridors)
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Relation between populations and habitat condition (size, structure and
composition, abundance of other species)
Riparian species and habitat
Issue: Anadromous fish populations have
declined drastically in the past 150 years; habitat quality and water quality
are degraded in many streams
Questions:
-
What is the role of coastal estuaries in maintaining populations of different
salmonids?
-
Can conifer establishment and growth be initiated or accelerated in riparian
zones dominated by hardwoods?
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Where and to what extent should this occur?
-
What are the effects of management operations in riparian forests on stream
flows, sedimentation, and microclimate?
-
What riparian reserve widths are sufficient to protect riparian ecosystems?
-
What types of road-building, road location, road maintenance, and decomissioning
techniques would minimize impacts on watershed objectives?
Monitoring variables:
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Fish population sizes and trends
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Community composition (fish, invertebrates)
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Water quality (turbidity, chemistry, temperature, biological "integrity"
(bacteria, algae))
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Water quantity
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Pool frequency and quality (width, depth, cover)
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Amount of fine sediment
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Coarse woody debris (size and quantity)
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Structure and composition of riparian vegetation
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Expected implementation of management projects
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Width-to-depth ratio
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Bank stability and lower bank angle
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Extent and location of roads
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Condition of roads, culverts, and sidecast
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Location and activity of landslides and slide-susceptible areas
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Location and amounts of water withdrawals and diversions
Human communities
Issue: People have depended on commodities
from the AMA for many years; current outputs of traditional commodities
(fish, fiber) are low.
Questions:
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Can stable economies be developed locally, based on restoration and sustainable
use of late-successional forests?
-
What are sustainable harvest rates for the various types of forest products,
and which management techniques would be most effective?
-
What types and amounts of recreational activity are consistent with habitat
and ecosystem protection requirements?
Monitoring variables:
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Community demographics
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Community employment
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Facilities and infrastructure
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Social service burden (welfare, poverty, food stamps, AFDC)
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Crime, alcoholism, abuse, neglect
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Resource production rates
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Recreational use
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Scenic quality
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Commercial fishing
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Government revenues
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Federal assistance programs (loans and grants to state, county, town)
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Business trends
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Conditions and trends of Native American trust resources
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Protection of Native American religious and cultural heritage sites
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Access to Native American treaty resources and heritage sites
Adaptive management
Issue: Few local models for collaboration,
planning, and coordination of land-management partners for ecosystem management
objectives are available.
Questions:
-
Which planning systems are most effective for developing collaborative
decisions about desired conditions and priority setting among action plans?
-
To what extent must management on federal lands compensate for management
practices on nonfederal lands?
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What incentives or mechanisms would encourage cooperation from nonfederal
owners?
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How can monitoring plans be developed that provide statistically reliable
information?
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Can priorities be set for monitoring certain key species or stand and landscape
attributes?
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How can the results of monitoring activities be most effectively translated
into improved decisions on future projects?
Monitoring variables:
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Numbers of participants in agency planning and implementation efforts
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Degree of involvement of different partners in agency efforts
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Degree of coordination among government agencies in accomplishing federal
objectives
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Degree of standardization of measurement protocols and information storage
among agencies
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Extent to which plans, objectives, or activities were modified by new information
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Completion and updating of the AMA Guide, watershed analyses, late-successional
reserve assessments, AMA assessments (biophysical, social, economic, research)
Making Sure Monitoring Happens
A strategy for setting priorities among monitoring elements will be
developed after landscape design is completed, so that information to be
gathered will fit into learning objectives for the AMA. The strategy will
include how monitoring will be accomplished and by whom.
Monitoring offers an opportunity for all affected interests to participate,
including federal, state, and local agencies; tribes; local communities;
private citizens and land owners; interest groups; and schools. Indeed,
it is not likely that the Forest Service and Bureau of Land Management
will have sufficient funds and work force to meet even minimum monitoring
needs.
The Research and Monitoring Committee is compiling a list of monitoring
activities in this region and will identify research priorities for monitoring
needs. Monitoring priorities in the AMA will be adjusted as information
from the Research and Monitoring Committee is received.
AMA Guide Revisions
Monitoring results are likely to lead to revisions of the AMA Guide.
AMA activities and monitoring information will be reviewed periodically,
and the Guide will be supplemented or revised as necessary. The AMA Coordinator
will be responsible for maintaining the Guide; revisions and additions
will be available from BLM offices in Tillamook and Salem, and Forest Service
offices in Hebo and Corvallis.