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Deschutes Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009 Executive Summary
Risk of Introduction and Establishment of Salmonid Whirling Disease
in the Deschutes River Basin, Oregon, USA
Christopher M Zielinski and Jerri L Bartholomew
Center for Fish Disease Research, Department of Microbiology, Oregon State University,
Nash Hall 220, Corvallis, Oregon 97331, USA.
Final Report to the Pelton Round Butte Fish Committee
October 8, 2009
EXECUTIVE SUMMARY
Introduction Located in the high desert region of Central Oregon, the Deschutes River is 278 river
kilometers (Rkm) long and is a major tributary of the Columbia River. It is fed by seven
main tributaries; five of these enter the river below the Pelton Round Butte Hydroelectric
Project (PRB), the other two enter in waters above the PRB. The position of the PRB
effectively divides the system into two sections that are commonly referred to as the
upper and lower Deschutes River basins. The PRB consists of series of three dams; the
lowermost Reregulating Dam (Rkm 161) serves to even downstream lower Deschutes
River flows while Pelton (Rkm 166) and Round Butte (Rkm 188) dams are high head
hydroelectric peaking dams. The dam complex currently serves as a barrier to upstream-
migrating native fish populations of summer steelhead trout (Oncorhynchus mykiss), and
spring Chinook (O. tshawytscha) and sockeye salmon (O. nerka). The dam complex also
isolates bull trout (Salvelinus confluentus) populations upstream from those in tributaries
to the Deschutes River downstream of the complex. Both bull trout and summer
steelhead are now listed “Threatened” under the Federal Endangered Species Act (ESA)
(Nehlsen 1995; USFWS 2002). During construction of the three-dam complex, both
upstream and downstream fish-passage facilities were constructed. However, the
Final Report to the Pelton Round Butte Fish Committee October 8, 2009
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Deschutes Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009 Executive Summary
construction of Round Butte Dam in 1964 resulted in confusing surface currents in Lake
Billy Chinook, the reservoir upstream, and the original fish-passage system was
discontinued due to the inability to effectively capture downstream-migrants. The last
anadromous fish migrated through the PRB in 1968.
With the recent federal relicensing of the hydro project (Federal Energy Regulatory
Commission [FERC] #2030), a plan for the reestablishment of anadromous salmonid
stocks into waters above the PRB and safe passage with new facilities has been
developed (PGE and Tribes 2004). The reintroduced fish runs would consist of steelhead
trout, and spring-run Chinook and sockeye salmon, all of which were historically present
above the PRB (Nehlsen 1995). The plan also involves physically connecting bull trout
populations that exist below the PRB with those upstream to achieve connectivity goals
in the draft bull trout recovery plan (USFWS 2002) for genetic conservation (Engelking
2002) and population stability.
Part of the process for evaluating the passage plan was the development of a Fish Health
Management Program (PGE and Tribes 2006). The program is, in part, designed to
minimize and communicate the magnitude of risk associated with passing serious fish
pathogens upstream of the PRB until evaluation of the fish passage effort confirms that
the reestablishment of anadromous fish species can be successful (FERC PRB License
Article 419). With the goal of minimizing the risk of passing serious fish pathogens
along with evaluating the magnitude of risk, several potential pathogens of concern were
identified: infectious hematopoietic necrosis virus (IHN), Renibacterium salmoninarum
(bacterial kidney disease) and the myxozoan parasites Ceratomyxa shasta
(ceratomyxosis) and Myxobolus cerebralis (Engelking 1999). At the forefront of concern
is M. cerebralis, the pathogen responsible for whirling disease in salmonids (Wolf and
Markiw 1984). Salmonid whirling disease is of concern because it has demonstrated the
ability to cause high mortality rates in juvenile salmonids in some North American
populations. For example, resident rainbow trout (O. mykiss) populations in the
intermountain west have suffered devastating losses in some basins where M. cerebralis
has become established (Walker and Nehring 1995; Vincent 1996; Baldwin et al. 1998).
Final Report to the Pelton Round Butte Fish Committee October 8, 2009
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Deschutes Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009 Executive Summary
In addition, while the other pathogens of concerns are enzootic in the Deschutes River
basin, M. cerebralis is an introduced pathogen native to waters in Europe (Bartholomew
et al. 2002).
Determining the potential impacts of this parasite/disease on important resident salmonid
populations in the upper Deschutes Subbasin was given high importance among the
numerous pre-passage evaluation studies that were undertaken. Resident fish species
upstream of PRB that are reported to be susceptible to M. cerebralis infection; include:
redband (rainbow) trout (O. mykiss), mountain whitefish (Prosopium williamsoni) and
kokanee salmon (O. nerka) (Hedrick et al. 1999; Thompson et al. 1999; Baldwin et al.
2000; Sollid et al. 2002; Bartholomew et al. 2003). In addition, establishment of M.
cerebralis in the upper Deschutes River Basin could reduce the survival and natural
production of the reintroduced anadromous fish species (Engelking 2002).
The life cycle of M. cerebralis involves two spore stages (myxospore and
triactinomyxon) and two obligate hosts: a salmonid and the aquatic oligochaete worm
Tubifex tubifex (Wolf and Markiw 1984). The myxospore stage develops within the
salmonid host and the triactinomyxon stage develops within T. tubifex. At present, there
are five known mitochondrial lineages of T. tubifex present in North America (I, III, IV,
V, VI) (Beauchamp et al. 2001; Arsan et al. 2007). Overall, populations comprised of
lineage I and III are known to be susceptible to M. cerebralis while lineages IV, V, and
VI are resistant (Beauchamp et al. 2002, 2005; DuBey et al. 2005; Arsan et al. 2007).
The signs of M. cerebralis infection in the fish include black tail, whirling behavior, gross
structural abnormalities, and death (Halliday 1976; Rose et al. 2000; Hedrick et al. 2001;
MacConnell et al. 2002).
Introduction of myxospores of the parasite into the lower Deschutes River Basin is
known to have occurred by stray (origin outside of Deschutes River Basin) hatchery
summer steelhead and to a lesser extent spring Chinook salmon (Leek 1987; Engelking
2002). Stray wild summer steelhead and spring Chinook salmon are also suspected to
transport myxospores of M cerebralis into the lower Deschutes River (Engelking 2002).
Final Report to the Pelton Round Butte Fish Committee October 8, 2009
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Deschutes Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009 Executive Summary
The closest enzootic area to the Deschutes River is in NE Oregon where M. cerebralis is
established in the Imnaha and Grand Ronde river basins (Lorz et al.1989; Sandell et al.
2002; Sollid et al. 2004). The infected hatchery steelhead are thought to have strayed
during their adult migration after being infected as juveniles in one of these Snake River
Basin streams.
Summary of Research Goals and Results
Goal #1: Validate the assumption that, despite frequent introduction, M. cerebralis was
not established in the lower Deschutes River Basin.
Results: We were unable to validate the assumption M. cerebralis is not established in
the lower Deschutes River Basin. With the use of sentinel fish as biological screens we
where able to determine the parasite had become established in more than one location
within the lower Deschutes River Basin. The establishment level is very low and none of
the sentinel fish held for myxospore development showed any clinical symptoms of
whirling disease. No location ever tested positive for more than one consecutive year.
The establishment appears to be limited to small locales within Trout, Buck Hollow, and
Mud Springs creeks and near Oak Springs Hatchery (Rkm 76) on the main stem
Deschutes River.
Goal #2: Determine the distribution, relative abundance, lineage composition, and
susceptibility of selected Deschutes River Basin T. tubifex populations to infection by M.
cerebralis; and the ability of this parasite to proliferate within its alternate host and thus
amplify the potential for disease.
Results:
Distribution
Populations of T. tubifex were found in waters above and below the PRB and had an
intermittent or “patchy” distribution. Of the 63 oligochaete collection locations, only 20
had the confirmed presence of T. tubifex. Final Report to the Pelton Round Butte Fish Committee October 8, 2009
4
Deschutes Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009 Executive Summary
Relative Abundance
The relative abundance of T. tubifex in oligochaete samples from 12 locations analyzed
varied from 0 to 95%. The sites with 0% relative abundance were Bake Oven and Buck
Hollow creeks, small east side tributaries to the lower Deschutes River where steelhead
spawn. Samples from these streams were void of oligochaetes. However, some must
have been present in these streams as M. cerebralis was detected at a very low level in
sentinel fish exposed to Buck Hollow Creek. Samples containing the highest percentages
of T. tubifex came from Trout Creek, another larger east side tributary to the lower
Deschutes River, and Wizard Falls Trout Hatchery located on the Metolius River, a
tributary to the Deschutes upstream of PRB.
Genetic Lineage Composition
Genetic analysis from subsamples consisting of 60 worms each per site (n=10) revealed
T. tubifex populations consisted of two lineages, III and VI. Four populations were pure
lineage III, one was pure lineage VI, and the remaining populations were a mixture,
dominated by lineage III. As noted above lineage III worms are susceptible to M.
cerebralis infection in contrast to lineage VI worms which are resistant.
Susceptibility to and Proliferation of M. cerebralis
Overall, susceptibility to and proliferation of M. cerebralis varied significantly between
the worm populations with populations containing all lineage III worms having the
highest infection rates and triactinomyxon production numbers. Triactinomyxons were
detected in all groups exposed to M cerebralis myxospores except those from a site on
the lower Deschutes River at Oaks Springs Hatchery (Rkm 76). The Trout Creek group
had the highest overall production by nearly one order of magnitude over the Wizard Fall
Hatchery reference group in both susceptibility challenges, and nearly two orders of
magnitude over the lowest producer, the Crooked River group. Only lineage III worms
were found susceptible to the parasite and capable of producing triactinomyxons.
Final Report to the Pelton Round Butte Fish Committee October 8, 2009
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Deschutes Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009 Executive Summary
Goal #3: Evaluate the probability of introduction and establishment of M. cerebralis into
the upper Deschutes River Basin.
Results:
Probability of Introduction
• Dispersal via human movement of fish into upper Deschutes River Basin
Negligible if pathogen free eggs, fry, and smolts are moved
Low if only marked naturally-reared adult salmon and steelhead
from above PRB are moved back upstream.
Moderate if only wild stocks are moved.
Low if only Deschutes River Basin hatchery stock are moved
High if stray hatchery fish are moved. Passage of stray hatchery
fish is not part of the current passage plan but was examined as
part of this risk assessment due to the potential for
misidentification.
Low-moderate for dispersal via private pond stocking
Negligible to low if ponds don’t have outflow into upper
Deschutes River Basin.
• Dispersal via recreation: low
• Dispersal via natural dispersal into and within Deschutes River Basin (birds): low
• Dispersal via bait used in the commercial crayfish fishery: moderate, but could be
lowered to negligible.
Assignment of an overall risk for introduction into the upper Deschutes River Basin will
almost completely be dependent on what sources are used for reintroduction purposes;
whether they are eggs, fry, Deschutes River Basin hatchery, stray hatchery or wild stocks.
Risks associated with other pathways of introduction into the upper Deschutes River
Basin could be significantly reduced with education of the public regarding certified
sources of fish for stocking of private ponds, types of crayfish bait that should not be
Final Report to the Pelton Round Butte Fish Committee October 8, 2009
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Deschutes Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009 Executive Summary
Final Report to the Pelton Round Butte Fish Committee October 8, 2009
7
used, cleaning of angler equipment and the proper dumping of bilge or engine coolant
water.
Probability of Establishment If introduced, conditions are appropriate for the parasite to complete its life cycle in both
the upper and lower basin. However, not all areas within the Deschutes River Basin have
an equal probability for establishing M. cerebralis and most contain abiotic and biotic
factors that will help impede establishment and/or the effects of the parasite. These
factors include:
• The majority of areas sampled did not have a confirmed presence of T. tubifex.
Discontinuous T. tubifex occurrence has the potential of limiting spatial and
temporal overlap of both hosts and spore stages.
• In most samples that contained T. tubifex, the relative abundances were extremely
low even though these locations appeared to contain optimum habitat.
• Optimal habitats for T. tubifex appear to be relatively rare in the Deschutes River
Basin. Optimum habitat appears to be confined to small sections of the lower end
of most tributaries and the upper main stem Deschutes River.
• The presence of resistant T. tubifex lineage VI may help mitigate the effects of M.
cerebralis.
• The majority of young salmonids in the Deschutes River Basin emerge and rear
during their most susceptible life stages when water temperatures are not
conducive for parasite proliferation in either host with the exception of redband
trout.
• High summer water temperatures in some tributaries are not conductive to
parasite survival, especially when reaching 20˚C or higher. Other tributaries run
year around with exceptionally cool water (below 10˚C), which is not conductive
to parasite proliferation.
These factors may come into play if introduction of the parasite into the upper Deschutes
River Basin does occur by synergistically limiting the establishment of M. cerebralis
along with its impact on resident and reintroduced salmonids populations.
Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
Risk of the Introduction and Establishment of Salmonid Whirling Disease
in the Deschutes River Basin, Oregon, USA
Christopher M Zielinski and Jerri L Bartholomew
Center for Fish Disease Research, Department of Microbiology, Oregon State University,
Nash Hall 220, Corvallis, Oregon 97331, USA.
Final Report to the Pelton Round Butte Fish Committee
October 8, 2009
Final Report to the Pelton Round Butte Fish Committee October 8, 2009
1
Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
INTRODUCTION
Background
With the recent federal relicensing of the Pelton Round Butte Hydroelectric Project
(Federal Energy Regulatory Commission [FERC] Project #2030), a plan for the
reestablishment of anadromous salmonid stocks into waters above the hydro project and
safe passage with new facilities has been developed (PGE and Tribes 2004). The Pelton
Round Butte (PRB) complex, starting at river kilometer (Rkm) 161 on the Deschutes
River in Central Oregon, presently blocks upstream migration of anadromous salmonids
into upper river basin waters. Part of the process for evaluating the passage plan was the
development of a Fish Health Management Program (PGE and Tribes 2006). This
program is, in part, designed to minimize and communicate the magnitude of risk
associated with passing serious fish pathogens upstream of the PRB, at least until
evaluation of the fish passage effort confirms that the reestablishment of anadromous fish
species can be successful (FERC License Article 419). With the goal of minimizing the
risk of passing serious fish pathogens along with evaluating the magnitude of risk, several
potential pathogens of concern were identified in the Fish Health Management Program.
These included infectious hematopoietic necrosis virus causing IHN virus disease,
Renibacterium salmoninarum causing bacterial kidney disease, and the myxozoan
parasites Ceratomyxa shasta causing ceratomyxosis and Myxobolus cerebralis
(Engelking 1999). At the forefront of concern is M. cerebralis, the parasite responsible
for whirling disease in salmonids (Wolf and Markiw 1984), because it has caused high
rates of juvenile mortality in some salmonid populations in North America. For example,
rainbow trout populations (Oncorhynchus mykiss) in the intermountain west have
suffered devastating losses in some basins where M. cerebralis has become established
(Walker and Nehring 1995; Vincent 1996; Baldwin et al. 1998). In addition, while the
other pathogens of concerns are enzootic in the Deschutes River basin, M. cerebralis is
an introduced pathogen native to waters in Europe (Bartholomew et al. 2002).
Final Report to the Pelton Round Butte Fish Committee October 8, 2009
2
Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
Annual, or at least periodic, introductions of M. cerebralis myxospores into the
Deschutes River Basin have occurred at least since 1984 as a result of infected stray adult
salmonids. Hatchery summer steelhead (O. mykiss) and to a lesser extent spring Chinook
salmon (O. tshawytscha), originally rearing in enzootic areas of the Columbia River
Basin, on their return adult migration, stray into the cooler waters of the Deschutes River
(Leek 1987; Engelking 2002). For unexplained reasons, many of these stray hatchery
summer steelhead spawn and then die in the Deschutes River Basin, depositing whirling
disease spores. The closest enzootic areas to the Deschutes River Basin are in NE
Oregon and NW Idaho, where M. cerebralis is established in certain watersheds of the
Snake River Basin, including the Imnaha and Grand Ronde rivers (Lorz et al.1989;
Sandell et al. 2002; Sollid et al. 2004). The infected stray adult salmonids found in the
Deschutes River are thought to have reared as juveniles in these Snake River tributaries.
Life Cycle and Epizootiology of Myxobolus cerebralis
The life cycle of M. cerebralis involves two spore stages (myxospore and actinospore)
and two obligate hosts: a salmonid and the aquatic oligochaete worm Tubifex tubifex
(Wolf and Markiw 1984). The myxospore stage develops within the salmonid host and
the triactinomyxon actinospore stage develops within T. tubifex (El-Matbouli and
Hoffmann 1998; El-Matbouli et al. 1999). The triactinomyxon is released into the water
column by infected T. tubifex, where it must come into contact with a susceptible
salmonid species (El-Matbouli and Hoffmann 1998). Upon contact, sporoplasm cells
penetrate the epidermis and enter the peripheral and central nervous system, where they
multiply and travel to the cartilage (El-Matbouli et al. 1995). Within the cartilage, the
parasite consumes the tissue and causes lesions in the skull, gills, and vertebral column
(Hedrick et al. 1998, MacConnell and Vincent 2002). The myxospore stage takes about 3
months to develop within the salmonid host at 15°C (Markiw 1992). Upon death of the
salmonid host and subsequent decomposition, myxospores are released into the
environment (El-Matbouli et al. 1992). Upon ingestion by T. tubifex, the myxospore
penetrates between the epithelial cells of the intestine and multiplies. After 3 months at
15°C, triactinomyxons are released into the water (Markiw 1986, El-Matbouli and
Hoffmann 1998, Stevens et al. 2001).
Final Report to the Pelton Round Butte Fish Committee October 8, 2009
3
Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
The signs of M. cerebralis infection in the salmonid host include black tail, whirling
behavior and gross structural abnormalities (Halliday 1976; Rose et al. 2000; Hedrick et
al. 2001; MacConnell et al. 2002) and these may result in death. Whirling behavior is
common in susceptible small salmonids when they are heavily infected with the parasite.
Abundant cartilage in the skeleton of young salmonids renders them extremely
susceptible to the effects of the parasite (MacConnell et al. 2002). Rose et al. (2000)
demonstrated that whirling behavior of infected salmonids is a neuropathological
consequence of lower brain stem and spinal cord constriction. Black tail results when the
parasite infects cartilage in the posterior spinal column, causing pressure on the caudal
nerves, which control pigmentation in the caudal area (Halliday 1976). Permanent
skeletal deformities of the head and spine occur from parasite-induced damage to
cartilage.
Study Area
The Deschutes River Basin encompasses a diverse array of habitats and is the second
largest watershed in the state of Oregon (Figure 1). The basin covers about 10,700
square miles in central Oregon, making it one of the major subbasins of the Columbia
River system. It is cradled on its western side by the Cascade Mountains, on its south by
lava plateaus, by the Ochoco Mountains on its east and to the North by the Columbia
River. The basin measures 278 km long in the north-south direction and up to 211 km at
its greatest width. Much of the main stem Deschutes River and major tributaries are
protected by scenic waterway designations and in-stream water rights. There are also
existing surface water rights for out-of-stream uses, such as for irrigation and municipal
uses. Above PRB, there is a hydraulic connection between ground water and surface
water flows (State of Oregon Water Resources Department [OWRD] 2006). Because of
this connection, ground water withdrawals affect surface water flows. Due to the
underlying geology, virtually all ground water not consumptively used in the upper
Deschutes River Basin discharges to surface water near Pelton Dam. The entire summer
flow of the Deschutes River at Madras is ground water discharge (Gannett et al. 2003;
OWRD 2006). Supported by glaciers, snow-melt, and ground-water discharge, the
Final Report to the Pelton Round Butte Fish Committee October 8, 2009
4
Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
tributaries originating on the western side of the basin, including the Warm Springs and
Metolius rivers and Shitike Creek, drain the higher Cascade Mountains and generally
have cooler water temperatures throughout the year. Tributaries originating on the
eastern side of the basin including Buck Hollow, Bake Oven, and Trout creeks are
warmer and supported mainly by run-off flows (O’Connor et al. 2003; Olsen et al.
1992;).
N
10 0 10 20 30 Kilometers
Pelton Dam and Lake Simtustus
Round Butte Dam and Lake Billy Chinook
Crooked Rive r
Ochoco Dam and Reservoir
Bowman Dam and Prineville Reservoir
Warm Springs River
Shitike Creek
Metolius River
Des
chu t
es R
iver
Des
chut
es R
iver
Wickiup Dam and Reservoir
Crane Prairie Damand Reservoir
Suttle LakeOpal Springs Dam
Big Falls
Oregon
Columbia River
Crescent Lake
Steelhead Falls
Figure 1. Location of the Deschutes River and major tributaries in Central Oregon.
Study Approach
With potential to cause significant mortality and population level losses, the risk
associated with M. cerebralis in the Deschutes River Basin needed to be determined as
part of the reintroduction and fish passage effort. In order to evaluate potential risks, we
Final Report to the Pelton Round Butte Fish Committee October 8, 2009
5
Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
conducted a series of studies from 1998 through 2007 guided by a risk-assessment model
developed by Bartholomew et al. (2002). The model, tailored specifically for assessing
the risk associated with M. cerebralis invading new salmonid habitats, is designed to
identify key life cycle and environmental variables that will influence pathways of
introduction, the potential for establishment, and the consequences of establishment to
salmonid populations. Following this model we studied the carrier rate of stray
salmonids entering the Deschutes Basin, the susceptibility of Deschutes Basin salmonids
to infection by M. cerebralis (Sollid et al. (2002), and the distribution and susceptibility
of T. tubifex within the Deschutes Basin (Zielinski et al. in preparation[a]). The
preliminary assumption within the model is that the parasite has not yet become
established in the watershed. The three steps involved in the risk assessment model are:
(1) the release assessment; (2) the exposure assessment; and (3) the consequence
assessment. Using this model we evaluated the probability of introduction and
establishment of M. cerebralis within the lower Deschutes River Basin as well as into
waters above the PRB with the coming fish passage program. To apply the model, we
identified three questions that needed to be answered to advance the anadromous fish
reintroduction plan. These are:
1. Can the life cycle of M. cerebralis be completed in the Deschutes River Basin?
2. If it can be completed, how virulent is M. cerebralis to salmonid stocks
upstream of the PRB?
3. If M. cerebralis becomes established in the upper Deschutes River Basin, is it
likely to cause population losses in important salmonid populations and
would these losses threaten sustainability?
Surveys and Studies of the Alternate Host, Tubifex tubifex
To determine the distribution of T. tubifex in the Deschutes River Basin, oligochaete
worms were collected in sediment samples from 63 locations below and above the PRB
from 1999-2007. The sample dates varied for each collection location and most sites
were only sampled once during summer months. Samples sites were selected based on
their close proximity to anadromous fish spawning sites (below PRB) or potential future
spawning locations (above PRB). The potential spawning locations above the PRB were
Final Report to the Pelton Round Butte Fish Committee October 8, 2009
6
Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
determined based on historic spawning distribution data for anadromous fish and the
ability for the habitat to support successful recruitment of adult fish and rearing of fry.
At each site, sediment was collected using a 500 μm kicknet and strained through a 500
μm sieve using stream water then placed in 4-liter bags on ice and transported to the John
L. Fryer Salmon Disease Laboratory (SDL) at Oregon State University, Corvallis,
Oregon. In the laboratory, the samples were sieved (500 μm) once more and the
remaining sediment plus sample oligochaete populations were transferred to labeled
containers containing clean sand, aerated well water, and held at 13˚C in an incubator.
A subsample from each site was examined for the presence of T. tubifex. Each sediment
sample was placed in a shallow 21 x 44 cm tray with chilled ice water. Sexually mature
worms with a pink coloration and the ability to coil were isolated for further inspection
under a dissection microscope to observe if hair chaete were present (Kathman and
Brinkhurst 1998). If hair chaete were present, the worms were mounted on a glass
microscope slide and observed under a compound microscope for the presence of
pectinate chaete and differentiating sexual organs (Brinkhurst 1991) to confirm they were
T. tubifex and not another oligochaete species.
Once various Deschutes T. tubifex populations were concentrated, they were held at the
SDL were genetic lineage was determined and a series of studies on their susceptibility to
M. cerebralis and their relative efficiency at amplifying the parasite were conducted.
Details and results of these T. tubifex presence and density surveys, and the various
studies conducted in the lab are detailed in Zielinski et al. (in-preparation[a]). Results of
these studies and their application to the risk assessment are discussed in the “exposure
assessment” section of this report.
Validation of Preliminary Assumption
The first step in the risk assessment was to validate the assumption that despite frequent
introduction of myxospores from stray salmonids, M. cerebralis was not established in
the lower Deschutes River Basin. Earlier sampling of resident salmonids in the lower
Final Report to the Pelton Round Butte Fish Committee October 8, 2009
7
Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
Deschutes River had not found the characteristic spores in a survey of 1745 resident
salmonids (Engelking 2002). Surveys for the establishment of M. cerebralis in the lower
Deschutes River Subbasin in this study used a different method described in detail in
Zielinski et al. (in preparation [b]). In this study, susceptible rainbow trout and steelhead
fry (both are referred to as sentinel fish) were exposed at various sites every year from
1998 to 2007 (except in 2004) then were tested for infection by M. cerebralis. Sentinel
fish were held at most sites twice annually: once in mid-late spring and once in early-mid
fall. Site locations varied between years and included sites at the mouths of the five
lower Deschutes River tributaries and in the lower main stem river. Tributary sites were
selected based on three criteria: (1) downstream proximity to anadromous fish spawning
sites, (2) confirmed presence of T. tubifex populations (most sites) and (3) ease of access.
During the course of the study, M. cerebralis was detected in sentinel fish exposed to
lower Deschutes Subbasin waters at six different locations in three out of 9 study years
(2001, 2002 and 2007). In 2001 and 2002, M. cerebralis was detected by polymerase
chain reaction (PCR), a very sensitive genetic test, in sentinel fish from Mud Springs,
Buck Hollow and Trout creeks and one main-stem site near Oak Springs Hatchery (Rkm
76). In 2007, sentinel fish exposed in at least two out of eight sites in Trout Creek tested
positive for M. cerebralis by quantitative PCR, and diagnostic M. cerebralis myxospores
were visually observed in pepsin-trypsin digest (PTD) preparations of the tissue. As a
result of this study, we conclude that our preliminary assumption, that M. cerebralis has
not become established in the lower Deschutes River Basin, is not valid.
1. RELEASE ASSESSMENT
The release assessment explores potential pathways of pathogen introduction above the
PRB. With establishment of M. cerebralis in the lower river basin, we examined ways
the parasite could be introduced into upper Deschutes system as well as moved within the
lower Deschutes River Basin. Identifying parasite life stage(s) with the highest potential
for disseminating over significant distances was the first step in determining probable
routes of dispersal. Of the two obligate hosts, the fish host is more mobile; thus,
myxospores are more likely to be distributed over a broader area than triactinomyxons
Final Report to the Pelton Round Butte Fish Committee October 8, 2009
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
(Arsan et al. 2007). The release assessment focused on potential routes of
introduction/dissemination of the myxospore stage. These routes include human
movement of fish, natural dispersal, and recreational activities. Human movement of fish
examines the transfer of anadromous salmonids above the PRB for reintroduction
purposes and the stocking of private ponds within the Deschutes River Basin. Natural
dispersal is focused on movement of the parasite by stray anadromous salmonids and by
pisciverous bird movements. Recreational activity considers movement of the parasite by
anglers, boaters, and for personal and commercial crayfish harvesting.
To categorize the risk associated with each potential introduction route we assigned each
a qualitative probability of occurrence as described by Bartholomew et al. (2005):
• high – the event would be expected to occur
• moderate – less than an even chance of the event occurring
• low - the event is unlikely to occur
• negligible – the chance of the event occurring is so small that it can be ignored.
Human Movement of Fish
Transfer of Salmonids
The risk of disseminating the parasite above the PRB as a result of transfer of salmonids
varies with age, species and origin of the fish selected for transfer. This introduction
route can be broken into the four categories. The first consists of the movement of
salmonid eggs, fry and smolts to waters above the PRB. This movement is predicted to
not be significant in regard to the passage of M. cerebralis into waters above the PRB
since the parasite is not transmitted vertically from parent to offspring and any fry and/or
smolts being passed will be raised in M. cerebralis-free water. The other two categories
involve transfer of adult salmonids. Adult salmon and steelhead entering the Deschutes
River presently are of three origins. Two hatcheries in the Deschutes River Basin produce
spring Chinook salmon and/or summer steelhead that are released below the dams; these
are referred to as hatchery salmonids. Salmonids from other river basins with markings
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indicating they were raised to smolt stage at hatcheries outside of the Deschutes River
Basin are termed out-of-basin or stray hatchery fish. Unmarked salmonids (fish without
clipped fins) are presumed of natural or wild origin (Deschutes River Basin or unknown
source).
In the future (starting in approximately 2011) marked, naturally-reared salmonids
released as fry upstream of PRB, and passed downstream through the new fish facilities
starting in 2009, will return to the Deschutes River Basin as marked adults. If reservoir
passage survival criteria for smolts are met according to the Fish Passage Plan (PGE and
Tribes 2004), these fish will be passed upstream over PRB to spawn naturally. These fish
are referred to as naturally-reared, marked adult salmonids.
Although passage of stray fish is not considered in the current fish passage plan, these
fish were considered in the risk assessment because they provide information to assess
parasite establishment in the lower basin and because they present a risk in the event of
human error. The likelihood of introducing M. cerebralis as a result of passage of wild
and stray hatchery steelhead trout and salmon was assessed using data from two studies
that determined the prevalence of infection among adult salmonids captured at traps. In
the first of these, Engelking (2002) examined 642 fish and found that 18% of stray
hatchery steelhead and 8% of stray hatchery Chinook salmon were infected. Infection
prevalence was high (25%) among stray hatchery sockeye salmon; however, this is most
likely due to the low sample size (n=4). Currently, no natural production of sockeye
salmon exists within the Deschutes River Basin, although a population of land-locked
sockeye salmon (kokanee) does exist within the upper Deschutes River Basin. It is this
population that will be used to attempt to reestablish a wild anadromous sockeye salmon
run in the Deschutes River Basin (PGE and Tribes 2004).
The Engelking study also demonstrated 8% of unmarked (wild) steelhead, and 5% of
unmarked Chinook salmon had M. cerebralis spores (Engelking, 2002). Based on the
rate of straying of these species into the lower Deschutes River (ODFW Mid-Columbia
Fish District Report, 2005), an assumption was made that the infected unmarked fish
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
originated in other watersheds. This assumption was further tested when Engelking
(2002) examined 1745 resident yearling salmonids collected from the lower Deschutes
River Basin and did not find a single infected fish.
The infection prevalence among adult stray hatchery summer steelhead collected at fish
traps was again assessed in 2007. Two groups of fish were tested; 120 fish were
collected from the Pelton Trap located immediately below the Reregulating Dam on the
lower main stem of the Deschutes River and 25 fish were taken from a trap located in the
lower section of Trout Creek. The infection prevalence was 27% and 16% for steelhead
from the Pelton and Trout Creek traps, respectively.
As described previously, sentinel fish studies demonstrated the establishment of M.
cerebralis within Trout Creek. However, resident fish samples from Trout Creek and
other streams with known establishment have been negative for M. cerebralis. The
infection prevalence among the sentinel fish was very low and no location was positive
for more than a consecutive year. Thus, the lack of detection in resident salmonids may
be a result of very low parasite release, or the resident fish sampled may have originated
from areas in Trout Creek above where M. cerebralis occurs.
In summary, a low to moderately high percentage (8 to 27% depending on species) of
stray anadromous hatchery salmonids and a low percentage (5 to 8%) of suspected stray
anadromous wild salmonids entering the Deschutes River were found to be infected and
carried myxospores of M. cerebralis. Infection has been detected at very low levels in
susceptible sentinel fish, but not in resident or Deschutes stock hatchery salmonids
sampled from the Deschutes River (Engelking 2002).
Assessment of Risk
Transfer of eggs, fry, and smolts poses a negligible risk for introduction of the parasite.
However, movement of adult salmonids for reintroduction purposes poses varying risks
for transporting and disseminating M. cerebralis above the PRB. If stray hatchery
summer steelhead were used for reintroduction purposes they would present the highest
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risk for introduction because they have both the highest stray rate and highest infection
prevalence. Between 1983 and 2005, 17 to 53% of adult hatchery steelhead collected
annually below the PRB during peak migration were strays (Mid-Columbia Fish District
Annual Report, 2005) and infection prevalence as high as 27% has been documented. In
addition, susceptible species like steelhead are capable of harboring hundreds of
thousands to over a million myxospores per fish (Markiw 1992; Sollid et al. 2002).
Deschutes River origin hatchery fish pose a very low risk for disseminating the parasite
as they are raised to smolt stage in hatcheries free of the parasite. At this age, they have
acquired an age-dependent resistance to the parasite (Sollid et al. 2003; Ryce 2003; Ryce
et al. 2004). During their journey through the lower Deschutes River Basin this
resistance would decrease the likelihood and severity of infection in these fish. This is
particularly true as long as the establishment of M. cerebralis in the lower river system
stays at its current low level and with limited geographical range. Likewise, salmonids
(steelhead, Chinook and sockeye salmon) reared upstream of PRB that emigrate
downstream through the new facilities and are marked for future identification pose a
very low risk of becoming infected and disseminated the parasite upstream of the PRB
when passed back upstream as adults.
The primary risk in moving fish of wild origin at this time is the inability to differentiate
between wild fish of Deschutes River Basin origin and infected stray wild fish (out of
basin origin). It is important to note that the infection prevalence in fish presumed to be
stray wild salmonids is low (Engelking 2002) and the likelihood of wild salmonids of
Deschutes River Basin origin becoming infected is very low due to the limited and low
level establishment of M. cerebralis in the lower river system. This, however, could
change in the future if establishment of the parasite becomes widespread within the lower
Deschutes River Basin. It is also important to note not all hatchery fish are marked prior
to release; marking rates rarely exceed 97% (T. Amandi, senior fish health specialist
ODFW, personal communication). If wild adults were passed, it is possible that some
infected unmarked hatchery fish would be passed due to the inability to differentiate them
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
from wild salmonids. The risk posed from this is still considered low due to the limited
number of unmarked hatchery fish that are released yearly.
In summary: The risk of introduction is high if stray adult hatchery salmonids,
particularly steelhead, are transferred above the PRB. The risk is moderate if only wild
salmonids are transferred above the PRB. The risk is low if only Deschutes River Basin
hatchery salmonids are transferred. The risk will also be low if only fish produced
upstream of the PRB are passed back upstream. The risk is negligible if only eggs, fry,
and smolts raised in M. cerebralis free water are transferred. It is important to note that
cumulative risk over time for each of the pathways would be compounded with every
new transfer of salmonids except for the transfer of eggs, fry, and smolts. The risk as a
result of transfer of any in basin stock will increase if the parasite becomes more
widespread in the lower Deschutes River Basin.
Stocking of Private Ponds
The second route of introduction via human movement of fish is the stocking of private
ponds within the Deschutes River Basin with rainbow trout (O. mykiss). From 1999-
2001, 19 requests were made to stock seven private ponds within the Deschutes River
Basin with fish from a private rearing facility located in the Willamette River basin (N.
Hurtado, ODFW fish pathologist, personal communication). Myxobolus cerebralis was
detected in October 2001 in juvenile rainbow trout reared at this private facility
(Bartholomew et al. 2007). A total of 16 ponds throughout the state, including one in the
Deschutes River Basin, that had received potentially infected fish were monitored for
establishment of the parasite using sentinel rainbow trout fry. Infection was not detected
in sentinel fish held in any of these ponds which indicated that the parasite life cycle did
not become established as a result of the stocking. Additionally, the six private ponds in
the Deschutes River Basin stocked with potentially infected fish that were not monitored
are land locked, and would not likely have resulted in introduction of the parasite into the
Deschutes River Basin.
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Assessment of Risk
The risk of introducing M. cerebralis by stocking of private ponds does exist because
potentially infected fish have been transferred from a private facility infected with M.
cerebralis to ponds within the Deschutes River Basin. ODFW does govern and regulate
such transfers of fish and it is against their policy for the transfer of known infected fish
to areas where the parasite is not known to exist. Although private facilities are required
to be tested annually for the parasite, the public’s lack of awareness of the need to acquire
a permit to buy, transport and place fish in their private ponds adds an additional layer of
complexity associated with this risk (Arsan et al. 2007). Although the stocking of
potentially-infected fish into private ponds described above does not appear to have
resulted in parasite establishment, this type of monitoring is limited and the experience of
other states suggests that private stocking of ponds can be a primary route of introduction
(reviewed by Bartholomew and Reno 2002). Also, it is possible private pond owners can
and do stock their ponds from rearing facilities located in other states. For these reasons,
the risk associated with introducing the parasite into the Deschutes River basin is low-
moderate. With public education this risk level could be lowered.
Recreational Movement
Anglers
Transfer of M. cerebralis on fishing equipment has been demonstrated in controlled
laboratory studies. In one study, felt-soled waders transported myxospores and
triactinomyxons (P. Reno, Oregon State University, personal communication). In that
same study, myxospores were vulnerable to desiccation and had decreased viability after
8 hours. Hedrick et al. (2008) also documented myxospores were vulnerable to
desiccation. In that study, no T. tubifex produced triactinomyxons when exposed to
myxospores allowed to dry at 22°C for 18.5 hours. In another study in which wader
materials were tested for their ability to trap myxospores, rubber had the fewest number
of adhering myxospores and felt the highest, with lightweight nylon and neoprene
intermediate (Gates et al. 2007). The researchers found that the felt used on the bottom
of wader boots is so effective at trapping myxospores that they were unable to release any
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even when rinsed off with water pressure equal to the output of a residential garden hose
(simulating the cleaning of angler equipment at home). Another study demonstrated that,
on average, anglers transport 22 g of sediment on their boots and waders between access
sites (Gates et al. 2006). They also found that forty percent of anglers reported that they
occasionally, rarely, or never cleaned their fishing equipment between uses. Because of
their fragility, it is unlikely that triactinomyxon stages could be transported long distances
on fishing equipment; however, infected T. tubifex adhered to a felt sole may provide a
suitable environment for triactinomyxons to remain viable (Arsan et al. 2007).
Boating
Within the Deschutes River Basin, boating takes place in both the upper and lower river
system. The highest concentration of boats occurs on Lake Billy Chinook, the reservoir
behind Round Butte Dam, and on the lower main-stem section of the Deschutes River
(Oregon State Marine Board 2005). In fact, Lake Billy Chinook is the second most
popular boating destination in the state with more then 50,000 registered boat use days
recorded in 2004. This is in part due to active fisheries of kokanee and bull trout but also
for general recreational purposes such as water skiing. Boat use on the lower Deschutes
River consists of a mixture of rafting and fishing boats with more then 70,000 rafting trip
permits issued in 2006 (Bureau of Land Management Lower Deschutes River Boater Pass
schedule) and 20,000 registered boat use days recorded in 2004 (Oregon State Marine
Board 2005). For the entire river, most recreational boating occurs during the months of
May-October (Oregon State Marine Board 2005) when warmer water temperatures may
help facilitate the production and release of the triactinomyxon stage.
Boat bilge and engine cooling water represent a possible route by which recreational
activities could introduce M. cerebralis (Arsan et al 2007). The triactinomyxon stage
could be transported this way because it is neutrally buoyant and once in the water
column may be retained in the bilge or engine cooling water. The triactinomyxon stage
can survive many days to weeks depending on water temperature (El-Matbouli et al.
1999, Markiw 1992). These studies also determined triactinomyxons were particularly
sensitive to water temperatures above 19°C, with a significant decrease in viability
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occurring even when exposed at this temperature for 2 days or less. With most boating
activity occurring during the hotter summer months, the triactinomyxon stage would need
to endure water temperatures greater than 19°C in bilge or engine cooling water.
However, if the parasite is able to survive for at least two days this would be more than
adequate for movement of boats from the lower river to the upper or from the enzootic
area of NE Oregon. Boat movement from the lower to the upper river basin does occur,
with boats previously being used in the lower Deschutes River Basin being used for a
total of 4850 boat use days during 2004 in the upper Deschutes River Basin (Oregon
State Marine Board 2005). Movement of boats from the enzootic areas of NE Oregon to
the Deschutes River Basin also occurs (Oregon State Marine Board 2005). In 2004, boats
moved from NE Oregon to the Deschutes River Basin were registered for approximately
1950 boat use days in the Deschutes River Basin.
Assessment of Risk
Many events would have to align for introduction to occur by recreational activities. The
first is the attachment of myxospores or infected T. tubifex to fishing equipment or the
retaining of triactinomyxons in bilge or engine cooling water. The probability of this
occurring is low since the availability of both spore stages and infected T. tubifex is very
limited in the natural environment and especially in the Deschutes River Basin.
Prevalence of M. cerebralis infection in worms found in natural bodies of water is
typically less then 10%, even in streams where whirling disease has caused significant
mortality in rainbow trout (DuBey and Caldwell 2004; Beauchamp et al. 2002; Kerans
and Zale 2002; Rognlie and Knapp 1998; Kruger et al. 2006; Zendt and Bergersen 2000).
Similarly, myxospore availability is low or patchy even in areas where whirling disease
has caused severe declines in rainbow trout abundances (Kerans and Zale 2002). This is
also the case for the triactinomyxon stage. Two water filtration studies conducted in
Colorado by Thompson and Nehring (2000) and Nehring (2006) revealed very low
average concentrations (0.006 triactinomyxon/L) of triactinomyxons in waters where
infection rates among wild rainbow trout ranged from 45 to 100 percent.
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For a boat to transport one triactinomyxon in bilge water collected from a natural source
containing an average of 0.006 triactinomyxon/L, it would have to collect 166.666 L of
bilge and engine cooling water. This volume of water is unlikely to be transported by a
single boat since the majority of boats registered in the state of Oregon are less than 26 ft
in length and almost 50 percent are less than 16 ft (Oregon State Marine Board 2005). As
long as the current rate of boat movement between the Deschutes River Basin and NE
Oregon remains low, then the long term cumulative transfer risk of triactinomyxons will
also stay low. The risk of transferring triactinomyxons from the lower to the upper
Deschutes River Basin is currently low due to the limited establishment of M. cerebralis.
In addition to being picked up and transferred, the parasite would have to survive
transport. The second and final events that would need to align with the first event are
the survival of the spores while being transported and movement of angler equipment and
boats to a new location. Both can occur, but the very limited availability of spores and
their vulnerability to desiccation make the risk of introducing M. cerebralis by
recreational activities low. It is important to mention areas with the heaviest use would
be of the greatest risk for introduction, i.e. Lake Billy Chinook and the lower main stem
river.
Natural Dispersal
Stray Anadromous Fish
As discussed previously in the human movement of fish section, stray adult salmonids
introduce M. cerebralis into the lower river system (Leek 1987, Engelking et al. 2002,
chapter 3). See human movement of fish section for assessment of risk.
Birds
Arsan et al. (2007) was the first to describe the chain of events that need to occur for
birds to introduce M. cerebralis into a new location. The events are as follows:
piscivorous bird eats infected fish, bird retains infected fish in gut for duration of flight to
new location, myxospores survive passage through gut of bird, and finally the bird
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releases viable spores over new water body. Myxospores have been shown to remain
viable after passing through the alimentary canal of mallard ducks (Anas platyrhynchos)
(Taylor and Lott 1978; El-Matbouli et al. 1992) and black-crowned night herons
(Nycticorax nycticorax) (Taylor and Lott 1978). Myxospores may not even have to pass
through the digestive system for dispersal since many bird species regurgitate pellets
containing inedible pieces of tissue such as bone, cartilage, and scales. Questions
regarding whether or not most species would egest waste over or near water are
unanswered for most species. One species, the Caspian tern (Sterna caspia), has been
documented to do neither and prefers to egest and regurgitate pellets within 30 cm of its
nest or roost (Bergman 1953). On the other hand, bald eagles (Haliaeetus leucocephalus)
(Mersmann 1992) and California gulls (Larus californicus) (Vermeer 1970), are often
seen egesting over water but regurgitate pellets over land. For the majority of
piscivorous birds, little is known about pellet-casting and defecation habits.
The Deschutes River Basin contains over 25 species of piscivorous birds, many of which
are also found in the upper Columbia River Basin) and in NE Oregon (Unites States
Forest Service 2007). The largest piscivorous eating birds in the Deschutes River Basin
are egrets, eagles, osprey, mergansers, cormorants and herons, all of which are
accomplished fish catchers (United States Geological Service [USGS] 2007). Most of
the piscivorous birds stay within close proximity of the three major rivers, the Crooked,
Metolius and Deschutes (USGS 2007).
The closest area to the Deschutes River Basin with the highest density of piscivorous
birds is the lower Columbia River estuary where colonies of Caspian terns and double-
crested cormorants (Phalacrocorax auritus) occur with bird numbers in the thousands
(Collis et al., 2002). There are also smaller colonies of Caspian terns close to the
enzootic area of NE Oregon, and these birds feed on juvenile steelhead as their primary
source of food (Collis et al., 2001).
Some bird species use the Deschutes River Basin as a temporary stopping ground on
their migration to and from northern breeding grounds (USGS 2007). What type of
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migratory path a bird species takes will influence whether it crosses into the Deschutes
River Basin from an enzootic area. Migration paths are not always narrow in nature and
often, depending on the species and food availability, can be classified as broad or
converging (Bellrose and Graber 1963). The converging and broad routes take birds over
large ranges of territory not only in the typical longitudinal direction but also diagonally
crossing latitudinal patterns. These types of routes move birds into and from the
enzootic region of NE Oregon. Also within migratory routes, patterns of migration exist
(Martell 2001). Two patterns of migration that would play a role in introducing M.
cerebralis into the Deschutes River Basin are loop and dog-leg patterns. Each is
characterized by large swings of movement in latitudinal directions. For example,
California Gulls often fly northward along the Pacific Coast until reaching the Columbia
River, they then travel hundreds of miles eastward bringing them into the Deschutes
River Basin and NE Oregon then migrate back in the opposite direction before heading
north (Diem and Condon 1967).
For introduction into the Deschutes River Basin or dissemination within, a bird would
have to eat an infected fish in one of three locations: the enzootic area of NE Oregon and
Snake River Basin, the upper Columbia River, or within the lower Deschutes River
Basin. Eating an infected fish in one of the first two locations and then introducing the
parasite into the Deschutes River Basin would require extensive travel while retaining the
meal. Migration patterns of some piscivorous birds would bring them from NE Oregon
or the upper Columbia River into the Deschutes River Basin; whether or not they make it
to the Deschutes while retaining a meal is dependent on their migration speeds and food
retention times, which are not documented for most bird species. Migratory speeds are
known for three species of piscivorous birds found within this region. The bald eagle can
travel an average of 210 km/day (Kerlinger, 1995), the osprey (Pandion haliaetus)
between 108-431 km/day (Alerstam, 2003; Hake et al., 2001), and the caspian tern has an
average speed of 40–50 km/d (Jozefik, M. 1969). Food retention times have been
documented for three species of birds found in the region. The double-crested cormorant,
takes 1-2 days (Brugger 1993), the caspian tern takes at least 33 hours to pass 90% of
eaten food (Chavez, K. J. H. 1997), and the bald eagle takes approximately 62 hours to
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
pass rainbow trout marked with trace minerals. Food retention times are not available
for osprey but would most likely be similar to bald eagles due to similar gut morphology
(Stone et al. 1978).
The enzootic area of NE Oregon is approximately 200 km from the Deschutes River
Basin. Both bald eagles and osprey could fly from NE Oregon following the Columbia
River to the Deschutes River Basin in little over a day, thus a meal of infected fish could
be retained. Migration times would be even less for birds catching infected outmigrating
smolts passing the Deschutes River Basin on their migration down the Columbia River.
Bald eagles in the upper Columbia River have been documented to follow and feed on
runs of outmigrating steelhead smolts (Servheen, C. and W. English. 1979). Some of
these runs would most likely include infected steelhead smolts from the Snake River
Basin.
Assessment of Risk
With fast flight speeds and long food retention times it is possible M. cerebralis
myxospores could be introduced into the Deschutes River Basin by piscivorous birds.
However, the likelihood of this happening is dependent on several events. These events
not only have to occur in sequence but also are confounded by biotic and abiotic
influences such as the limited distribution of M. cerebralis within the enzootic areas and
its geographical distance from the Deschutes River Basin. Therefore, introduction of M.
cerebralis via bird migration into the Deschutes River Basin is unlikely and has a low
probability of occurring. It is also unlikely at the current level in which M. cerebralis is
established in the lower Deschutes River Basin that resident and migratory birds would
disseminate the parasite within the system, including into waters above the PRB.
However, the risk for dissemination by piscivorous birds into the upper Deschutes River
Basin would increase substantially if the establishment of M. cerebralis were to become
more widespread in the lower river system.
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Commercial Dispersal
Crayfish Fishery
The only commercial fishery in the Deschutes River Basin is the harvest of signal
crayfish (Pacifastacus leniusculus) from Lake Billy Chinook. The harvest reached its
peak in 1987 with 69,967 kg taken from the lake (Lewis 1997). Presently, harvest
continues but at a much smaller scale. The risk that this fishery presents for introduction
of M. cerebralis is the type of bait used. The source of bait for this fishery is unknown
but if it included carcasses or heads from salmonids originating from the enzootic areas,
these could harbor myxospore stages of the parasite. This represents a data gap that
needs further research in order to fully comprehend the risks associated crayfish
harvesting practices.
Assessment of Risk
Based on two criteria, a moderate risk is associated with this route of introduction. First,
not knowing the source of salmonid parts used as bait elevates the risk level. Second,
movement of infected fish is the most common route for disseminating M. cerebralis
(Hoffman, 1970, 1990; Hedrick et al., 1998; Bartholomew et al. 2002). Because
commercial harvesting licenses must be requested annually, management agencies could
educate licensees to use bait that is from sources that do not contain M. cerebralis
infected fish. Harvest of crayfish in the Crooked and Deschutes river arms of Lake Billy
Chinook is managed by ODFW and harvest in the Metolius River arm is managed by the
Confederated Tribes of the Warm Springs Reservation of Oregon (CTWSRO). Both
could work together to educate the commercial crayfish harvesters and further decrease
the risk of introduction by this route.
Summary of the Release Assessment
The probability of introduction of M. cerebralis into the Deschutes River Basin is
summarized as:
• Dispersal via human movement of fish into upper Deschutes River Basin
Negligible if pathogen free eggs or fry are moved
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Low if marked naturally-reared adult salmon and steelhead from
above PRB are moved back upstream.
High if stray hatchery adult steelhead are moved. Passage of
stray hatchery fish is not part of the current passage plan, but was
examined as part of this risk assessment due to the potential for
misidentification.
Moderate if only wild stocks are moved.
Low if only Deschutes River Basin hatchery stocks are moved.
Low-moderate for dispersal via private pond stocking.
Negligible to low if ponds don’t have outflow into Deschutes
River Basin.
• Dispersal via recreation: low
• Dispersal via natural fish movement within lower Deschutes River Basin (stray
fish): high
• Dispersal via natural dispersal into and within Deschutes River Basin (birds): low
• Dispersal via bait in the commercial crayfish fishery: moderate, but could be
lowered to negligible.
Overall, the risk of M. cerebralis introduction into the lower Deschutes River Basin is
high due to significant numbers of infected stray hatchery steelhead and Chinook salmon
entering the river. Assignment of an overall risk for introduction into the upper
Deschutes River Basin will almost completely be dependent on what sources are used for
reintroduction purposes; whether they are eggs, fry, Deschutes River Basin hatchery,
stray hatchery or wild stocks. The long term goal for the reintroduction plan is to
eventually move all stocks of adult anadromous salmonids entering the lower Deschutes
River Basin. If this occurs, the likelihood of introducing M. cerebralis into waters above
the PRB is high, especially over the long term where cumulative passage will increase the
likeliness of introduction. The one unknown regarding introduction into the upper
Deschutes River Basin is the possible use of crayfish bait that contains salmonid parts
from infected individuals.
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2. EXPOSURE ASSESSMENT
The exposure assessment explores the risk of parasite establishment (Bartholomew et al.
2005). The likelihood for the establishment, proliferation, and spread of M. cerebralis is
dependent upon several environmental and biological factors (Kerans and Zale 2002).
These include susceptibility of hosts, spatial-temporal overlap of hosts, and favorable
environment (e.g. water temperatures, substrate type) (Figure 2); each of which affects
the outcome of the exposure assessment (Arsan et al. 2007).
Susceptible T. tubifex?
Establishment does NOT occur
Susceptible salmonids?
Event occurs
Establishment does NOT occur
Event does NOT occur
Establishment occurs, at what
level Event occurs
Event occursEvent does NOT
occur
Introduction occurs
Establishment does NOT occur
Spatial, temporal overlap of hosts?
Event does NOT occur
Figure 2. Diagram of the steps needed for establishment of Myxobolus cerebralis. If any one step does not occur then establishment is halted. Diagram borrowed and modified with permission from Arsan et al. (2007).
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Susceptibility of the Alternate Hosts
Oligochaete Host Susceptibility
Tubifex tubifex is composed of several distinct genetic lineages with differences in
susceptibility and resistance to infection by M. cerebralis (Beauchamp et al. 2002, 2005;
Kerans et al. 2004; Dubey and Caldwell 2004; DuBey et al. 2005; Hallett et al. 2005;
Arsan et al. 2007). At present, there are five known mitochondrial lineages present in
North America (I, III, IV, V, VI) (Beauchamp et al. 2001; Arsan et al. 2007). Overall,
populations comprised of lineage I and III have shown to be susceptible to M. cerebralis
while lineages IV, V, and VI are resistant (Beauchamp et al. 2002, 2005; DuBey et al.
2005; Arsan et al. 2007).
A survey to determine what lineages were present in waters above and below the PRB
and a laboratory study that evaluated the susceptibility of selected populations is
described in Zielinski et al. (in preparation [a]). In summary, groups of 60 worms each
were taken from ten populations of T. tubifex collected from the Deschutes River Basin.
Populations from sites below the PRB were collected from areas with close downstream
proximity to anadromous fish spawning locations. Populations from sites above the PRB
were from locations where anadromous fish could potentially spawn. Lineage was
determined for each worm by performing a genetic assay (Sturmbauer et al. 1999;
Beauchamp et al. 2002). Lineage III and VI worms were found both above and below the
PRB. Out of ten populations, four were pure lineage III and one was pure lineage VI; the
remainder were a mixture, dominated by lineage III (Table 1).
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
Table 1. Genetic lineage composition of 60 worm subsamples from 10 Deschutes River basin sites. The dominant lineage is listed first.
Subsample
Lineages/Percentage
Warm Springs River III (60%) VI (40%) Shitike Creek III (80%) VI (20%) Oak Springs Hatchery VI (100%) Trout Creek III (100%) Lake Billy Chinook (Metolius River arm) III (100%) Lake Billy Chinook (Crooked River arm) III (60%) VI (40%) McKay Creek III (60%) VI (40%) Crooked River III (60%) VI (40%) Whychus Creek III (100%) Wizard Falls Hatchery #1 III (100%)
Tubifex worms from nine populations were further tested in controlled laboratory
challenges to determine the susceptibility of the population to infection by M. cerebralis
and their ability to produce the triactinomyxon actinospore stage infective to fish.
Consistent with other studies, populations containing all lineage III worms were more
susceptible and produced greater numbers of triactinomyxons when compared to samples
containing at least one resistant lineage (Baxa et al. 2008; Arsan et al. 2007; Hallett et al.
2008). Triactinomyxons were detected in all exposed groups except those from the
Deschutes River near Oaks Springs Hatchery, which were all lineage VI. Compared with
populations that were pure lineage III, overall population susceptibility and
triactinomyxon production decreased as the proportion of lineage VI worms increased
(Warm Springs and Crooked rivers and the Shitike and McKay creek populations).
Among populations of lineage III T. tubifex, there was variability in triactinomyxons
production, with the population from Trout Creek producing 10 times more
triactinomyxons than other lineage III populations (Figure 3). Interestingly, Trout Creek
is the only location in which establishment of the M. cerebralis life cycle has been
demonstrated by microscopic observation of characteristic myxospores.
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
TriaTriactinomyxon Number ctinomyxon Release Per Susceptible Worm
0 50
100 150 200 250 300 350 400 450
Wizard Falls
Hatchery #1
McKay Creek
Crooked River
TroutCreek
WizardFalls
Hatchery#2
ShitikeCreek
WarmSprings
River
OakSprings
Hatchery
LB Metolius
River LB
CrookedRiver
Sample
Figure 3. Average total triactinomyxon release per susceptible worm per population. LB = Lake Billy Chinook. Error bars represent one standard deviation.
In conclusion, only lineage III worms were found susceptible to the parasite and capable
of producing triactinomyxons. Populations containing a mixture of lineages produced the
fewest numbers of triactinomyxons and had the lowest infection rates.
Salmonid Host Susceptibility
Relative susceptibilities of selected Deschutes River salmonid species to experimentally
induced infection by M. cerebralis were determined by Sollid et al. (2002). They
demonstrated that indigenous salmonids from both above and below the PRB are
susceptible to infection. Of these, redband (rainbow) trout were most susceptible, with
steelhead following close behind in overall susceptibility. Kokanee were susceptible to
infection but did not show any outward clinical signs, and Chinook salmon were the least
susceptible indigenous anadromous salmonid species. However, susceptibility for most
species is age-dependent and it was shown subsequently that Chinook salmon are
susceptible until approximately three weeks post-hatch, after which they develop
resistance to clinical disease (Sollid et al. 2003). In contrast, rainbow trout remain highly
susceptible until approximately seven weeks post-hatch, after which time they become
resistant to development of clinical disease, although still susceptible to infection (Ryce
et al. 2004; Sollid et al. 2003). Bull trout are reported to be highly resistant to infection
by M. cerebralis (Hedrick et al. 1999), but they do become infected, and infection
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
prevalence increases with cumulative exposure (Bartholomew et al. 2003). Thus,
although bull trout are at low risk for the effects of disease, they do present a risk for
further disseminating the parasite. Mountain whitefish (Prosopium williamsoni) have
been documented to be susceptible to infection in both laboratory experiments and field
surveys (Gelwick et al. 2000; MacConnell et al. 2002; Schisler et al. 2008).
In conclusion, susceptible salmonid hosts exist in all waters of the Deschutes River Basin
but the degree of susceptibility is dependent on the species, age and exposure dosage.
The three Deschutes River Basin salmonid species of most concern for the effects of M.
cerebralis infection are redband trout, steelhead, and mountain whitefish, all of which are
highly susceptible during early life stages to even low concentrations of triactinomyxons.
Rainbow trout and steelhead remain highly susceptible up to 7 weeks of age unlike
Chinook salmon which develop resistance at 3 weeks post hatch. Bull trout, kokanee and
Chinook salmon are the least susceptible to the effects of M. cerebralis.
Spatial, Temporal Overlap of Hosts
For the parasite to establish after introduction of myxospores, obligatory spatial overlap
of myxospores and T. tubifex, with subsequent spatial overlap of salmonids and
triactinomyxons would be required (Arsan et al. 2007). This part of the exposure
assessment is focused on the distribution and relative abundances of T. tubifex and the
distribution of susceptible early life stages of salmonid species present in waters both
above and below the PRB.
Distribution of Tubifex tubifex
To determine the distribution of T. tubifex in the Deschutes River Basin, sediment
samples from 63 locations below and above the PRB were collected and examined for T
tubifex from 1999-2007 (Figures 4 and 5). Samples sites were selected based on their
close proximity to anadromous fish spawning sites (below PRB) or potential future
spawning locations (above PRB). Results showed that of the 63 collection locations, 20
had the confirmed presence of T. tubifex. The sample locations varied in substrate
composition from sand/cobble to fine organic matter/clay. Overall, most sites with the
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
confirmed presence of T. tubifex were characterized by slow moving water or areas with
protection from fast flowing currents and a sediment make-up of fine organic matter/clay
where spawning habitat for anadromous fish is limited. These types of areas are where
myxospores would most likely settle as they are dispersed passively by water currents
(Kerans and Zale 2002).
N
2130
45
15
28
14
18
Figure 4. Map of lower Deschutes River subbasin with locations of grey triangles and squares representing oligochaete sampling locations: triangles represent sites with a confirmed presence of T. tubifex whereas squares represent sites with no confirmed T. tubifex. Dams are depicted by grey rectangles. Areas within creeks and rivers containing both, T. tubifex habitat and yearly water temperatures above 10°C for at least three consecutive months are outlined with grey. Numbers indicate river kilometers.
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
N
Figure 4.2. Map of upper Deschutes River basin with locations of grey triangles and squares representing oligochaete sampling locations: triangles represent sites with a confirmed presence of T. tubifex whereas squares represent sites with no confirmed T. tubifex. Dams are depicted by grey rectangles. Areas within creeks and rivers containing both, T. tubifex habitat and yearly water temperatures above 10°C for at least three consecutive months are colored grey. Numbers indicate river kilometers.
Figure 5. Map of upper Deschutes River subbasin with locations of grey triangles and squares representing oligochaete sampling locations: triangles represent sites with a confirmed presence of T. tubifex whereas squares represent sites with no confirmed T. tubifex. Dams are depicted by grey rectangles. Areas within creeks and rivers containing both, T. tubifex habitat and yearly water temperatures above 10°C for at least three consecutive months are colored grey. Numbers indicate river kilometers.
7.1
12
15
28 9.4
1 0
1 8
1 4
24
1.8
51
10
39.5 3
3
5
166 38
123
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
Relative Abundances of Tubifex tubifex
The relative abundance of T. tubifex in samples from 12 aquatic worm samples collected
from sites above and below the PRB varied from 0 to 95% (Figure 6). The sites with 0%
relative abundance included Bake Oven and Buck Hollow creeks where no oligochaetes
were found in sediment samples. At most sites, T. tubifex made up less than 2% of the
overall oligochaete population (Figure 6) and these generally consisted of mixed
populations of lineages III and VI. Samples containing the highest percentages of T.
tubifex were from Trout Creek, tributary to the lower Deschutes River, and Wizard Falls
Hatchery on the Metolius River upstream of PRB (95% and 85% respectively). The high
percent sites were all composed of lineage III worms (see Susceptibility of Oligochaete
host above).
Percent Tubifex tubifex From Each Population Sample
1 1 0 0 1.6
95
2 2 2.5
20
1.6
85
0102030405060708090
100
WarmSpringsRiver
ShitikeCreek
BuckHollowCreek
BackOvenCreek
OakSprings
Hatchery
TroutCreek
LBMetolius
River
LBCrooked
River
McKayCreek
CrookedRiver
WychusCreek
WizardFalls
Hatchery
Sample
Perc
ent R
elat
ive
Abu
ndan
ce
Figure 6. Percent relative abundance of Tubifex tubifex in each oligochaete sample. LB = Lake Billy Chinook. Sites are listed in order of lower and upper river section with Warm Springs - Trout Creek representing lower river sites and LB Metolius - Wizard Falls Hatchery representing upper river sites.
Present Distribution of Salmonid Host Early Life Stages
Early life stages of redband trout are present predominantly in areas dominated by
groundwater hydrology such as the Metolius River and its tributaries, the lower and
middle section of the Crooked River, and the Deschutes River up to Big Falls (Cramer
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
and Beamesderfer 2006). Redband trout fry emerge during the months of May through
September and fry typically rear close to their natal habitat.
Summer steelhead spawn in the lower main stem river and its tributaries, with a majority
being produced in the eastern tributaries (Lichatowich et al. 1998). Summer steelhead fry
emerge from March through May. The summer steelhead fry of eastern tributaries
migrate from their natal streams to the main stem Deschutes River or to cooler
headwaters soon after emerging due to low, warm water but fry from cooler west-side
tributaries rear close to spawning locations.
Spring Chinook salmon spawn and rear in the lower part of Shitike Creek (Fritsch 1995)
and the upper half of the Warm Springs River and its tributaries (Lindsay et al. 1989).
The majority of spring Chinook salmon fry emerge from January through April and a
portion migrates downstream in the fall and the remainder the next spring as yearling
smolts. Fall Chinook salmon spawn and rear throughout the lower main stem river below
the PRB with most fry emerging between February and April and moving to the ocean
their first year of life (Lichatowich et al. 1998).
Kokanee salmon fry emerge from January to early May in the upper Deschutes River up
to Steelhead Falls (Rkm 203), the lower 1.2 Rkm of the Crooked River, and the Metolius
River and its tributaries (Thiesfeld et al. 1999). Most fry emigrate downstream to Lake
Billy Chinook within days of emerging from the gravel (D. Ratliff, senior PGE biologist,
personal communication).
Bull trout spawn and fry initially rear in the Metolius River and its tributaries, the Warm
Springs River, and Shitike Creek. Subadults rear in Lake Billy Chinook and the lower
main stem of the Deschutes River (Lichatowich et al. 1998). Fry emerge from December
through February. Juveniles (age 0 - 3) disperse from their rearing sites all months of the
year with an apparent peak migration out of Metolius tributaries during May and June
(Ratliff et al. 1996).
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Little is known about the life history of Deschutes mountain whitefish but young are
found throughout the Deschutes River Basin. In the Deschutes River Basin mountain
whitefish may form three distinct life-history patterns that have been documented in other
river systems, these include: a lacustrine pattern where the life cycle is completed entirely
within a lake, a riverine pattern where the life cycle is completed entirely within flowing
water, and an adfluvial pattern where the life cycle involves migrations between lakes
and rivers (Thompson 1974). Mountain whitefish spawn in the late fall or early winter
when water temperatures are between 0 to 10°C. The fry emerge from late February to
April and the newly-emerged fry may drift some distance downstream before moving
into shallow, low velocity areas along the river margins (McPhail and Troffe 1998).
In conclusion: the majority of young salmonids in the Deschutes River Basin emerge
January to May, coinciding with the period when water temperatures are not conducive
for parasite proliferation (see Favorable Environment section below). One exception is
redband trout fry, which can emerge later when water temperatures are conductive for
parasite proliferation.
Future Distribution of Anadromous Fish in the Upper Deschutes River Basin
Two species of anadromous fish are being considered for reintroduction purposes in
waters above the PRB: summer steelhead and spring Chinook salmon. Both species were
historically present in the upper Deschutes River Basin (Nehlsen 1995). Steelhead will
be introduced into Whychus Creek, and into the Crooked River Basin in Ochoco and
McKay creeks, and the mainstem Crooked River. Spring Chinook salmon will be
introduced into Whychus Creek, in the upper Deschutes system, the mainstem Metolius
River and its tributary Lake Creek, and into the mainstem Crooked River.
Favorable Environment
Abiotic environmental conditions, in particular water temperature, sediment type, and
flow rate influence parasite success either directly or through their influence on host
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
ecology (Bartholomew et al. 2005). The focus of this section will be on two categories:
habitat for T. tubifex and favorable water temperatures for parasitic proliferation and
infection.
Habitat for Tubifex tubifex
Habitat for T. tubifex is defined as areas with fine sediment, low flow, and organic matter
(Brinkhurst and Gelder 1991). These areas are found sporadically distributed throughout
the Deschutes River Basin with the majority found in the lower sections of most
tributaries. Some however, are found in the upper reaches of the Deschutes River above
its confluence with Lake Billy Chinook (Figures 4 and 5). It is important to note, not all
habitat in the Deschutes River Basin with fine sediment, low flow, and organic matter
contains populations of T. tubifex, as documented in our worm survey study (Zielinski et
al. in preparation [a]). However, T. tubifex was more often found in this type of habitat
than in areas with fast flowing water, course sediment and little or no organic matter. In
most samples that contained T. tubifex the relative abundances were extremely low even
though these locations appeared to contain optimum habitat (Figure 6).
Water Temperatures
Parasite development in both hosts is influenced by water temperature (Halliday 1973;
El-Matbouli et al. 1999; Hedrick and El-Matbouli 2002; Blazer et al. 2003; Kerans et al.
2005). In T. tubifex, water temperatures below 10°C significantly delay the development
of triactinomyxons and those above 20°C disrupt the parasite’s development (El-
Matbouli et al. 1999). The optimum water temperature for development and release of
triactinomyxons has been demonstrated to be 10 to 15°C (El-Matbouli et al. 1999).
Highest prevalence of infection in fish occurs when average daily water temperatures are
between 11-14°C (Baldwin et al. 2000; Granath and Gilbert 2002). Severities of
infection in sentinel rainbow trout exposed in the Madison River, Montana, were highest
at water temperatures between 12.8 and 15.8˚C (MacConnell and Vincent 2002) and
water temperature was correlated positively to the severity of infection in sentinel trout
exposed in Willow Creek, Montana (Baldwin et al. 2000), and three drainages in Idaho
(Hiner and Moffitt 2002).
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
Water temperature also affects prevalence of the parasite in T. tubifex. A laboratory
study completed by Kerans and Zale (2002) in which populations of T. tubifex were
infected at the same rate then held at different water temperatures demonstrated the
following infection percentages: 22.2% at 17˚C, 14.6% at 13˚C, and 11.4% at 9˚C with
no infected worms at 20˚C. In the Metolius River and its tributaries where water
temperatures are well below 10˚C for 11 months of the year (USGS 2006) parasite
development rates in T. tubifex and total numbers of triactinomyxons released would be
decreased by the sub-optimal water temperatures. The areas at highest risk for having
extended periods of 3 months (minimum amount of time for parasitic development in
either host) or more of optimum water temperatures between 10-15˚C are the Warm
Springs, Crooked and Deschutes Rivers and Trout, Buck Hollow, Bake Oven, and Shitike
Creeks (USGS 2006). Some of these areas also have seasonally high water
temperatures above 20˚C for extended periods; these include the lower sections of Warm
Springs River, Trout, Buck Hollow and Bake Oven creeks. In conclusion, almost all
streams in the Deschutes River Basin, except for the Metolius River and it tributaries,
have extended period of water temperatures favorable for parasite proliferation and
infection (Figures 4 and 5).
3. CONSEQUENCE ASSESSMENT
If introduced, conditions are appropriate for the parasite to complete its life cycle in both
the upper and lower basin. However, not all areas within the Deschutes River Basin have
an equal probability for establishing M. cerebralis and most contain abiotic and biotic
factors that will help impede establishment and/or the effects of the parasite.
• The majority of areas sampled did not have a confirmed presence of T. tubifex.
Discontinuous T. tubifex occurrence has the potential of limiting spatial and
temporal overlap of both hosts and spore stages.
• In most samples that contained T. tubifex, the relative abundances were extremely
low even though these locations appeared to contain optimum habitat.
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
• Optimal habitats for T. tubifex appear to be relatively rare in the Deschutes River
Basin. Optimum habitat appears to be confined to small sections of the lower end
of most tributaries and the upper main stem Deschutes River.
• The presence of resistant T. tubifex lineage VI may help mitigate the effects of M.
cerebralis.
• The majority of young salmonids in the Deschutes River Basin emerge and rear
during their most susceptible life stages when water temperatures are not
conducive for parasite proliferation in either host with the exception of redband
trout.
• High summer water temperatures in some tributaries are not conductive to
parasite survival, especially when reaching 20˚C or higher. Other tributaries run
year around with exceptionally cool water (below 10˚C), which is not conductive
to parasite proliferation.
All of the above factors will come into play if introduction does occur in the upper
Deschutes River Basin. They will severely limit the establishment of M. cerebralis along
with its impact on resident and reintroduced salmonids. The lower river system is a
good model for what would occur in the upper system as both share the factors listed
above. Even with 20 plus years of introduction via stray anadromous fish, M. cerebralis
has had severely limited establishment along with no evidence of impact on resident
salmonids in the lower Deschutes River Basin. Infection in resident salmonids has never
been detected even in locations where sentinel fish have become infected. The same
could be true for the upper Deschutes River Basin, if introduction of M. cerebralis occurs
there.
CONCLUSIONS AND RISK MANAGEMENT
The current low overall relative abundances and sporadic distribution of T. tubifex within
the Deschutes River Basin is a vital characteristic of the system that would limit
establishment of and the disease caused by M. cerebralis. Adding to the natural
resistance of the system is the presence of lineage VI worms, which are completely
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
resistant to M. cerebralis and may further mitigate the effects of M. cerebralis by
deactivating the myxospore stage. Beauchamp et al. (2006) demonstrated the ability of
resistant T. tubifex to actively impair the infectivity of M. cerebralis myxospores by some
mechanism sufficient to result in a 70% overall reduction in triactinomyxon production
compared to parasite-exposed pure cultures of susceptible oligochaetes. This may
explain why the numbers of triactinomyxons produced decreased substantially with
increased percentages of lineage VI worms in our worm susceptibility study.
The highest risk for introducing M. cerebralis into the upper Deschutes River Basin is by
indiscriminate movement of adult salmonids for reintroduction purposes. Lower risks are
associated with moving Deschutes River hatchery fish, eyed eggs, and fry raised in
pathogen free water and the movement of marked returning adults. Risks associated with
other pathways of introduction into the upper Deschutes River Basin could be
significantly reduced with education of the public regarding certified sources of fish for
stocking of private ponds, types of crayfish bait that should not be used, cleaning of
angler equipment and the proper dumping of bilge or engine coolant water.
Any increase in the level of establishment in the lower Deschutes River Basin would
raise the risk of not only birds as a vector but also anglers, boats and the passage of adult
salmonids over the PRB. For this reason, future monitoring should involve sampling of
resident salmonids and the use of sentinel fish. Detection of the parasite in these fish
should not only be done with traditional methods such as PTD and diagnosis by
microscopic observation of the characteristic myxospores, but also with highly sensitive
genetic techniques such as PCR. The reason for this is that traditional methods can miss
low-level or early infections and thus underestimate establishment as was observed
during out sentinel fish studies.
As outlined in the introduction, three questions were of particular interest in regards to M.
cerebralis, the reintroduction of salmonids, and the Fish Health Management Program.
The questions and answers are as follows:
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
Question 1: Can the life cycle of M. cerebralis be completed in the Deschutes River
Basin?
Answer: Yes, It can be completed in both the lower and upper Deschutes River
subbasins.
Question 2: If it can be completed, how virulent is whirling disease to stocks upstream
of the PRB?
Answer: All resident salmonids show varying degrees of susceptibility with redband
trout being the most susceptible. All have varying levels of age-dependent resistance,
with redband trout and steelhead having the slowest development of resistance.
However, they can all become infected at any age if the parasite exposure is great
enough. If establishment occurred, salmonids would be exposed to low levels of the
parasite as predicted in the establishment assessment. A low-level establishment would
not likely result in population effects on resident salmonids species.
Question 3: If M. cerebralis becomes established in the upper Deschutes River
Subbasin, is it likely to cause population losses in important salmonid populations?
Would these losses threaten survival and sustainability?
Answer: Establishment of M. cerebralis upstream of the PRB is not likely to cause
population losses in important salmonid populations including kokanee, redband and bull
trout and mountain whitefish. Establishment would most likely be similar to that of the
lower river system with no substantial impact on resident salmonids. Under present
conditions it is unlikely that significant losses would occur. Whirling disease under
present conditions would not threaten survival and sustainability of important salmonid
populations.
In the future, any changes to physical conditions within the Deschutes River Basin, may
alter the probability of parasite establishment and proliferation. High densities of T.
tubifex are often associated with dominance of fine sediments, nutrient enrichment, and
human disturbance (Brinkhurst and Kennedy 1965; Aston 1973; Kaster 1980; Thorpe and
Covich 1991; Sauter and Gude 1996; Lazim and Learner 1987; Robbins et al. 1989;
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
Modin 1998; Zendt and Bergersen 2000). Areas subject to these conditions will need to
be monitored for increases in worm densities and possible establishment of M. cerebralis.
ACKNOWLEDGMENTS
We would also like to thank Don Stevens, who worked many long hours collecting field
data for this project. We would like to thank the countless Oregon Department of Fish
and Wildlife personnel that helped answer our questions and collect fish samples. Thank
you to the biologists at Portland General Electric and The Confederated Tribes of Warm
Springs, Oregon. Finally, a special thank you to Teena Abbott for her willingness and
determination to voluntarily work hard long days collecting field data, her effort was
greatly appreciated. Portland General Electric and the Confederated Tribes of the Warm
Springs Reservation of Oregon, Co-licensees of the Pelton Round Butte Hydro Project,
funded the monitoring and research involved in this Risk Assessment. We would also
like to thank Antonio Amandi, Richard Holt, Craig Banner, Rick Stocking and Don
Ratliff for their contributions to study design and their constructive criticism of this
report.
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Deschutes Basin Whirling Disease Risk Assessment Zielinski ad Bartholomew 2009
REFERENCES
Alerstam, T. 2003. Bird migration speed. Pages 261-265 in P. Berthold, E. Gwinner and E. Sonnenschein, editors. Avian Migration. Springer-Verlag, Berlin Heidelberg. Arsan, E. L. 2007. Potential for dispersal of the non-native parasite Myxobolus
cerebralis: qualitative risk assessments for the state of Alaska and the Willamette River Basin, Oregon. Master’s thesis. Oregon State University. Corvallis, Oregon.
Aston, R. J. 1973. Tubificids and water quality: A review. Environmental Pollution 5:1–10. Baldwin, T. J., J. E. Peterson, G. C. McGree, K. D. Staigmiller, E. S. Motteram, C. C. Downs, and D. R. Stanek. 1998. Distribution of Myxobolus cerebralis in salmonid fishes in Montana. Journal of Aquatic Animal Health 10:361–371. Baldwin, T. J., E. R. Vincent, R. M. Silflow, and D. Stanek. 2000. Myxobolus cerebralis infection in rainbow trout (Oncorhynchus mykiss) and brown trout (Salmo trutta) exposed under natural stream conditions. Journal of Veterinary Diagnostic Investigation 12:312–321. Brinkhurst, R. O. 1996. On the role of tubificid oligochaetes in relation to fish disease with a special reference to the Myxozoa. Annual Review of Fish Diseases 6: 29- 40.
Bartholomew, J. L. and P. W. Reno. 2002. The history and dissemination of whirling disease. Pages 3-24 in J. L. Bartholomew and J. C. Wilson, editors. Whirling disease: reviews and current topics. American Fisheries Society Symposium 29, Bethesda, Maryland. Bartholomew, J. L., H. V. Lorz, S. A. Sollid and D. G. Stevens. 2003. Susceptibility of juvenile and yearling bull trout to Myxobolus cerebralis, and effects of sustained parasite challenges. Journal of Aquatic Animal Health.15:248-255. Bartholomew, J. L., B. L. Kerans, R. P. Hedrick, S. C. McDiarmid, and J. R.Winton. 2005. A risk assessment based approach for the management of whirling disease. Reviews in Fisheries Science 13: 205-230. Bartholomew, J. L., H. V. Lorz, S. D. Atkinson, S. L. Hallett, D. G. Stevens, R. A. Holt, K. Lujan, and A. Amandi. 2007. Evaluation of a management plan to control the spread of Myxobolus cerebralis in a lower Columbia River tributary. North American Journal of Fisheries Management. Submitted May 2006.
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