BPA F&W ProgramData Management Needs for

Monitoring Supportand Coordination

Coordinated Assessments Workshop, 2011

BPA Coordination through PNAMP

1. Standardized exchange formats to share data- Adult and Juvenile Abundance- Next: Habitat Conditions (May)- Possible: PIT Tags, Genetics etc.

2. Documentation of metadata to inform data quality through contact requirements with the support of the PNAMP Monitoring Methods and ISTM projects.

- Protocol Documentation: (Data collection and analysis methods; indicators/metrics; and designs)

- Location Data- Documentation of databases where data is stored

MONITORING METHODS PROJECT

Funders

PROJECT SPONSORS

Pacific Northwest Aquatic Monitoring

Partnership

PNAMP Partners

MONITORING METHODS PROJECT: ORIGINS

1. Need for better, more consistent documentation of protocols and methods to support research and reporting needs

Pacific NW issues BUT…basic need could be found anywhere and

could be related to various topics

2. Need for a community forum to discuss and vet methods, metrics and

indicators, and study designs to determine best practices expand information in out-of date publications to help each other gain a better understanding of

who’s collecting what information, why, and how

ProtocolA detailed plan that explains how data are to be collected, managed, analyzed, and reported, and is a key component of quality assurance for natural resource monitoring programs (Oakley et al. 2006). A fully defined Protocol in monitoringmethods.org includes Objectives, Key Assumptions, Study Design, Methods, Metrics, Personnel and Training considerations, etc. Protocols are an important management entity - they are often generated by a Sponsor Organization and later approved by a Funder Organization - and can belong to many Monitoring Programs.

MONITORING METHODS PROJECT: ORIGINS

GOALS Help partners meet business needs Provide insight and experience on techniques Develop tools to support consistent

documentation, information discovery, community discussions, metadata creation and data exchange

Promote coordination and collaboration among monitoring programs

USFS

DELIVERABLES

Develop web application and database infrastructure to collect, update, and discuss protocols, methods, metrics and indicators, and study designs

Facilitate documentation, information discovery, discussions, collaboration, versioning and electronic management.

Live as of – March 2011

LESSONS LEARNED

1. Terminology - Inconsistent use and disagreement about monitoring terms, definitions, and their relationships.

E.g., indicator vs. metric, protocol vs. method.

2. Documentation is hard to get or not always available

3. Ideas have changed – data management, data sharing are more prominent issues now

Additional Capabilities and Example Content

Upload Files: including Data Exchange Templates

Quality Control and Data Handling Considerations

Content Status

As of April 20, 2011: 47 Protocols published out of 406 325 Methods published out of 815 484 Metric/Indicator Subcategories

Data Repositories

PNAMP

MonitoringMethods.org

Regional Data Repositories (PNAMP)

PNAMP Integrated Status and Trend Monitoring Project

Integrated Status and Trend Monitoring (ISTM) Goals

Integrated Status and Trend Monitoring (ISTM) Goals

I. Develop an integrated status and trends monitoring design for ESA-listed salmon and steelhead and their ecosystems.

II. Demonstrate utility of approach and design using Lower Columbia River Recovery Domain as demonstration area

Components & PartnersComponents & Partners

Component Primary Partners

Fish Status and Trends Monitoring ODFW, WDFW, LCFRB

Habitat Status and Trends MonitoringODFW, WDFW, WA Ecology, ODEQ, USFS

Statistical Support & Master Sample Tracking Tool OSU

Data Management WDFW, ODFW

Mainstem Monitoring USGS

Monitoring Objectives: Identify Management Questions and Performance Measures For Status and Trend and Effectiveness Monitoring

Biological Status Watershed Health and Climate Change

Mandates FishBirds, Invertebrates,

Mammals, Invasive sp., Amphibians, etc.

Water Quality

HydrologyRiparian Condition

Wetland Condition

Aquatic Physical Habitat Condition

ESA Recovery Plans and Biological Opinions x x x x x x x

Clean Water Act x x x x x x

Oregon Plan for Salmon and Watersheds

x x x x x x x

WA State of the Salmon and Watershed Health Report x x x x x x x

Northwest Forest Plan x x x x x

CBWFA State of the Resourcex x x x x x x

Lower Columbia River and Estuary EcoSystem Monitoring

x x x x x x

NWEIS High Level Indicatorsx x x x x

Five Objectives of ISTMFive Objectives of ISTM

1. Identify & prioritize decisions, questions, and objectives

2. Determine adequacy of existing programs, potential efficiencies, existing gaps

3. Identify monitoring designs, sampling frames, protocols, and analytical tools

4. Use trade-off analyses to develop recommendations for monitoring including priorities and range of budgets

5. Recommendations for implementation, data management, reporting, and adaptive management

1. Identify & prioritize decisions, questions, and objectives

2. Determine adequacy of existing programs, potential efficiencies, existing gaps

3. Identify monitoring designs, sampling frames, protocols, and analytical tools

4. Use trade-off analyses to develop recommendations for monitoring including priorities and range of budgets

5. Recommendations for implementation, data management, reporting, and adaptive management

Decisions and questions

Review existing

programs

Identify potential designs

Trade-off analyses

Implementation recommendations

Salmon and steelhead monitoring

Habitat & watershed condition monitoring

Spawner &adult recruitabundance;adult age,sex, origin,

anddistribution

JuvenileMigrants

Migration/SpawnTiming

Fry/ParrIndex &

Distribution

0

1

2

3

Lo

w

M

od

era

te

H

igh

Fish ISTM Results (Obj 1)Fish ISTM Results (Obj 1)

Fish ISTM Results (Obj 1)Fish ISTM Results (Obj 1)

Total Score for All Species - Adults and Juveniles

0

50

100

150

200

250

300

350

400

450

Coast Cascade Gorge

Multiple objectives:

Develop species distribution model - This is used to develop a sampling frame for salmon or steelhead monitoring using visual methods on spatial surveys such as redd or Area-Under-the-Curve (AUC).

Develop a tool for obtaining a representative sample using Generalized Random Tessellation Stratified (GRTS) designs.

Coordinate the sharing of data and site selection from GRTS sampling.

PNAMP

Master Sample ComponentMaster Sample Component

Master Sample and Tracking ToolMaster Sample and Tracking Tool

Data Management Component (WDFW & ODFW)

Data Management Component (WDFW & ODFW)

WDFW Goal – Standardize statewide databases, data dictionaries, and field protocols to facilitate summaries, analyses, and reporting.

ODFW Goal – Complete data management development steps for the Oregon side of the Lower Columbia River for adult abundance.

ISTM Next Steps - FY12-14

Complete Web-based Management tool

Support ISTM approach for use in other recovery domains

Support Master Sample Tracking Tool, integrate with MonitoringMethods.org

Support monitoring practitioners and coordinated with CHaMP:

Statistical expertise for use and analyses of Master Sample based monitoring design

Data management of habitat data (data steward)

BPA Contracting

PNAMP

MonitoringMethods.org

BPA FY 12 Contracting Preview:

+ Attach a Metadata file to data.