the concept of a master sample: lower columbia example phil larsen pacific states marine fisheries...

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The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR 97330 Email: [email protected] Phone: 541 754 4362

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Page 1: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

The concept of a Master Sample:Lower Columbia Example

Phil LarsenPacific States Marine Fisheries Commission

c/o USEPA200 SW 35th St.

Corvallis, OR 97330Email: [email protected]

Phone: 541 754 4362

Page 2: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Background

• Many agencies are interested in regional scale monitoring of stream networks and watersheds, using similar attributes and similar/same protocols

• Can’t afford to monitor everywhere (i.e., can’t census)

• Conducting a sample survey a sound way to characterize a region by monitoring a representative set of sites

Page 3: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

LCFRB: Habitat Monitoring Key Entities

• Federal– 5 agencies

• State– 5 agencies

• Local– At least 12

Page 4: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

From Stevens and Olsen, 2004Spatially balanced sampling of natural resources.

JASA 99: 262-278

• select a spatially balanced sample of finite, linear, and areal resources with patterned and possibly periodic responses

• use arbitrarily variable inclusion probability with imperfect frame information, in the presence of substantial nonresponse.

Sampling the gamut of natural resources requires a technique that can…

Page 5: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Spatially Balanced Sampling

• GRTS: Generalized Random-Tessellation Stratified design

– Incorporates randomization

– Is spatially balanced

– Creates an ordered list of sites

• See: www.epa.gov/nheerl/arm for details

Page 6: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR
Page 7: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Combining Data

• Data from different sample surveys can be combined if certain design principles are followed

– Similar target populations are well defined

– The same frame represents the target populations (i.e., use the same digital stream trace coverage)

– Randomization in site selection

– Common protocols are used to measure stream attributes

Page 8: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

A Desirable Goal

• Create a design that allows and facilitates integration up front rather than after the fact.

• Current GRTS design allows selection of a “master” sample that can be subset to meet specific needs at a variety of spatial scales

Page 9: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Washington

• Frame: USGS 1:100,000 scale digital hydrography (perennial and intermittent)

• Selected a statewide sample of about 125,500 points on the network as an ordered list –Any subset drawn in order is a spatially

balanced sample• Distance between points is approximately

1 km.• Assigned a set of classification variables

for sorting the sample

Page 10: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

The Master Sample(An ordered list of sites)

• Site ID

• Location (Lat/Long)

• County

• Quad 100

• Strahler order

• Perennial/intermittent

• Ecoregion– Level 2– Level 3– Level 4

• USGS Hydro units– By number– By name

• WRIA– Name– Area

• other geo-referenced variables

Page 11: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

LCFRB: Stratification SchemeTable 6

• Ecoregion

• WRIA

• Subbasin (different from USGS subbasin?)

• Physiographic zone (different from ecoregion?)

• Stream order

Page 12: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

siteIDWAW05541-000001

WAW05541-000002

WAW05541-000003

lon_ddnad27 -121.58 -118.09 -121.99

lat_ddnad27 48.97 47.26 46.78

lon_dmsnad27 -121 35 15.065846 -118 5 51.862175 -121 59 41.505539

lat_dmsnad27 48 58 39.934941 47 16 10.939991 46 47 11.904925

xalbersnad27US -1873590 -1666430 -1967970

yalbersnad27US 3139470 2892070 2914850

stratum 1 1 1

md_caty 1 1 1

nest1_wt 1 1 1

str_name SILESIA CR, W FK *A

strahler 2 1 1

PerenIntermit P I P

major1 50 50 50

minor1 412 412 412

minor2 0 610 0

minor3 0 0 0

sinuous 1.09 1.15 1.12

state WA WA WA

county WHATCOM LINCOLN PIERCE

quad100 MT BAKER RITZVILLE CENTRALIA

quad75 MT SEFRIT SPRAGUE LK ASHFORD

WA Master Sample File

Page 13: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Example

• Pick a statewide sample

– 50 sites in each of the 5 OR DEQ reporting regions

– Equal balance among

• headwater (1st order)

• wadeable (2nd, 3rd order)

• non-wadeable (4th+ order) streams

• About 17 sites per stratum

Page 14: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Example

Solution– Create stream groups: headwater, wadeable,

non-wadeable from stream order assignments

– Sort the list by DEQ region and stream group within DEQ region, maintaining the original order of sites

– Pick the first 17 sites on the list within each DEQ region and stream order group

Page 15: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR
Page 16: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Intensify in three sub-basins

Page 17: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Intensify in one National Forest and one BLM District

Page 18: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Combine stream network and watershed selection

Page 19: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Washington Master Sample

Example Designs

Page 20: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

TEMPORAL DESIGN:AUGMENTED SERIALLY

ALTERNATING

TIME PERIOD ( ex: YEARS)PANEL 1 2 3 4 5 6 7 8 9 10 11 12 13 ... 0 X X X X X X X X X X X X X 1 X X X X 2 X X X 3 X X X 4 X X X

Note: although not indicated here, within year revisits to sites are important to evaluate seasonal variation and field

crew performance. Figure courtesy of Scott Urquhart.

Page 21: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Example Design Characteristics

• Equal # of sites by Strahler order categories: 1st, 2nd, 3rd+

• State-Wide design– 1054 unique sites allocated to 6 panels– Panels 1 to 5 visit once every 5 years– Panel 6 visit annually– 1550 site-visits over 5 years– 310 sites per year

Page 22: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

State-Wide 5 Year: 6 Panel Design

Page 23: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

State-Wide: Panel 1

Page 24: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Example Design Characteristics• WRIA design

– 17 sites each WRIA for total 1054 sites– 1054 unique sites allocated to 6 panels– Panels 1 to 5 visit once every 5 years– Panel 6 visit annually– 1550 site-visits over 5 years– 310 sites per year

• Intensive design– 50 total sites in 3 WRIAs– 17 sites from WRIA 5 year design and 33

additional sites

Page 25: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

WRIA 5 Year Design

Page 26: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

WRIA Design: Panel 1

Page 27: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Intensive Studies + WRIA 5 Year Design

Page 28: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

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LC Master Sample

Page 29: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

0 1 2 3 4 5 6

Cowlitz 106 2772 779 427 283 131 32

Lewis 96 1518 364 213 160 85 0

Salmon-Washougal 85 523 110 130 46 22 0

Willapa 5 48 12 2 0 0 0

Grays/Elochoman 80 563 184 101 32 6 0

Number of sites by WRIA and Stream Order

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Panel 1: 54 status sites (from table 8)

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Panel 2: 18 annual sites (from table 8)

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Lewis: 30 special interest

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Diagonstic: 30 Germany

Page 34: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

LCFRB: Habitat Status Monitoring (p. 2)

• Landscape: Census/complete coverage– Watershed– Uplands/Hill slopes– Wetlands

• Stream Corridor: Sample survey– Channel Conditions– Riparian zone– Floodplain

• Water:– Quantity ?– Quality

Page 35: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

LCFRB: Stratification SchemeTable 6

• Ecoregion

• WRIA

• Subbasin (different from USGS subbasin?)

• Physiographic zone (different from ecoregion?)

• Stream order

Page 36: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Salmon Recovery Priority Tiers (p. 24):

Some questions

• Four tiers– Are these mapped?– Can they be identified in the office or field?

• Tiers as strata?

• Tier 1 as an index stratum for trend sites?

Page 37: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

LCFRB: Sample Type (p. 21; table 8)

• Survey: Status– Master sample

• Index: Trend– Master sample via an index stratum, e.g., Tier 1 sites

• Diagnostic– Master sample possible if diagnostic strata can be identified

• Focal: site specific project evaluation• Probability vs. judgmental (or hand selected) sites

Page 38: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Stream Habitat Sampling Levels:Table 7 (p. 26)

• Indicator– Remote/office

• Reconnaissance– On the ground rapid assessment

• Inventory– Reach/habitat

• Intensive– Site

• Concept of Nested samples

Page 39: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Landscape Scale

• Compile at 12 yr intervals• Metrics

– Road density– Mass wasting– Impervious surfaces– Land use/land cover– Channel migration– Wetland availability– Floodplain connectivity

• Key question: who will oversee the “collective” landscape data base and its updates?

• Need to improve the stream network frame– 1:100 K NHD+– 1:24 K DNR

Page 40: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Utility of a Master Sample

• An exploratory tool to examine different site allocations easily.

• A framework for an actual integrated, multi-agency state-wide or regional monitoring program.

Page 41: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR
Page 42: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

SITE DEQ ODFW AREMP PIBO123456789

101112131415161718192021222324252627282930

Page 43: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Flexibility/Potential• Add classification variables by assigning sites to new

classes– Requires georeferenced data

• Facilitates integration across programs– What sites already being monitored by another agency?

• Encourages:– Communication about monitoring designs among

agencies– Development of common databases to share data

easily– Agreement on common protocols

Page 44: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

To Make This Work, We Need:

• A standard frame that everyone would use, even if imperfect

• A process for correcting the frame as errors arise (i.e., frame maintenance)

• Institutional Management– Database

• Frame and corrections• GIS coverages for classification/stratification• Monitoring programs: who is doing what where?• Monitoring results

Page 45: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Phil Larsen: [email protected]

Tony Olsen: [email protected]

Don Stevens: [email protected]

Oregon State University

www.epa.gov/nheerl/arm

Page 46: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR
Page 47: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR
Page 48: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR
Page 49: The concept of a Master Sample: Lower Columbia Example Phil Larsen Pacific States Marine Fisheries Commission c/o USEPA 200 SW 35 th St. Corvallis, OR

Three Monitoring Scales

• Landscape

• Stream Corridor

• Water

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