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Guidelines for monitoring and adaptively managing restoration of Chinook salmon ( Oncorhynchus tshawytscha ) and steelhead ( O. mykiss ) on the Elwha River

As of January, 2014, the removal of the Elwha and Glines Canyon dams on the Elwha River, Washington, represents the largest dam decommissioning to date in the United States. Dam removal is the single largest step in meeting the goals of the Elwha River Ecosystem and Fisheries Restoration Act of 1992 (The Elwha Act) — full restoration of the Elwha River ecosystem and its native anadromous fisheries (Section 3(a)). However, there is uncertainty about project outcomes with regards to salmon populations, as well as what the ‘best’ management strategy is to fully restore each salmon stock. This uncertainty is due to the magnitude of the action, the large volumes of sediment expected to be released during dam removal, and the duration of the sediment impact period following dam removal. Our task is further complicated by the depleted state of the native salmonid populations remaining in the Elwha, including four federally listed species. This situation lends itself to a monitoring and adaptive management approach to resource management, which allows for flexibility in decision-making processes in the face of uncertain outcomes. The Elwha Monitoring and Adaptive Management (EMAM) guidelines presented in this document provide a framework for developing goals that define project success and for monitoring project implementation and responses, focused upon two federally listed salmon species — Puget Sound Chinook salmon (Oncorhynchus tshawytscha) and Puget Sound steelhead (O. mykiss). The framework also should serve as a guide to help managers adaptively manage fish restoration actions during and following dam removal. The document is organized into seven sections, including an introduction (Section 1), a description of the adaptive management approach (Section 2), suggested modifications to the existing restoration strategy developed in previous Elwha River restoration documents (section 3), specific descriptions of an adaptive management framework, including establishment of goals, performance indicators, and potential adaptive management responses to monitoring information (section 4), monitoring tools and methods for use in evaluating performance and project outcomes (section 5), and brief sections on data record keeping and reporting (Section 6) and an estimated budget (section 7). The purpose of the EMAM guidelines is to propose (1) refinement of existing goals established in previous documents (e.g., Ward et al. (2008), U.S. Department of the Interior, Department of Commerce, and Lower Elwha S’Klallam Tribe (1994)); (2) an adaptive management framework, (3) specific trigger values for relevant performance indicators that guide the adaptive management approach, (4) a specific monitoring strategy for evaluating outcomes of restoration activities; (5) a data management strategy, (6) information needed for adjusting goals when observations indicate conditions are different from anticipated. When taken together, our proposed adaptive management guidelines rely upon setting goals and objectives for each species of interest, which are monitored by relevant performance indicators and measurable trigger values that define success within each phase of the project. The guidelines themselves are arranged in a hierarchy for each species of interest. The levels of this hierarchy are goals, objectives, performance indicators, decision rules, triggers, and decisions (i.e., management/policy response). The monitoring and adaptive management approach provided is based on monitoring several categories of performance indicators, each containing associated ‘trigger’ values which, when met, alters restoration activities (e.g., hatchery releases and/or strategies) through four successive restoration phases. Performance indicators proposed in these EMAM guidelines are based upon Viable Salmon Population (VSP) metrics, including abundance, productivity, distribution, and diversity (McElhany et al. 2000). Trigger values for each performance indicator are developed for four different restoration phases: Preservation, Recolonization, Local Adaptation, and Viable Natural Population. These biologically-based phases each have a set of objectives that are based on resource management scenarios, including the dam removal project itself, which change largely based on the level of active management required and the degree, if any, of resource utilization. Thus, details of prescribed management actions for each phase are based upon different needs specific to that phase. The creation of biologically-based phases is one of the major differences between our proposed EMAM guidelines and previously presented plans for Elwha River Restoration Project management. Changed largely in response to the recommendations of the most recent of three Hatchery Scientific Review Group project reviews (HSRG 2012), the goal-oriented phases replaced the previous system of temporal changes centered around the decommissioning of the dams (i.e., before, during, and after dam removal). By focusing on outcomes associated with rebuilding salmon populations instead of an engineering schedule, the guidelines are more amenable to an adaptive management framework and the ability for management actions to influence outcomes, particularly in the periods during and following dam removal. Trigger values for each performance indicator were generally developed using existing data from the Elwha River watershed, the Puget Sound region, or other Pacific Northwest rivers (i.e., elsewhere in Washington State, Oregon, British Columbia) modified to be relevant for Chinook salmon and steelhead recovery in the Elwha River. By meeting all of the trigger value levels for all performance indicators for a set amount of time within a management phase, the guidelines call for moving to the next phase. This next phase has a new set of trigger values for the same performance indicators. For example, upon moving from the Preservation phase to the Recolonization phase, the trigger value for intrinsic potential increases. Intrinsic potential is a pre-defined estimate of the total extent of available habitat within a watershed for adult and juvenile fish, specific to the target species and is therefore a performance indicator of spatial distribution. By the final Viable Natural Population phase, the entire intrinsic potential of the watershed is being occupied by the species of interest. For those cases when a performance indicator is not exceeding the target value for a particular phase after a certain time period, the trigger values provided in this document, as well as a series of exogenous variables, are explored that may help explain why the performance indicator is not being met. These exogenous variables include variables that are not part of the suite of performance indicators, such as hatchery production, harvest, habitat, and ecosystem indicators. In these cases where the program is stuck in a particular recovery phase, the situation could be caused by the selection of inappropriate trigger values or unforeseen environmental conditions. If the former, adaptive management would call for existing monitoring data to be used for modifying trigger values to an appropriate level. If one of the exogenous variables is found to be preventing the program moving to the next phase, then appropriate changes to management would be advised. For each performance indicator and many of the exogenous variables, a set of monitoring tools were proposed. Data standards were also proposed for data generated by each monitoring tool. Data management, record keeping, and reporting of monitoring and adaptive management activities and results are also outlined. Management of data from the focused monitoring program and documenting the outcomes of trigger value evaluations and associated decisions from the adaptive management approach are key components of the EMAM guidelines. Without a clear history of data generated and adaptive management decisions taken by managers, the ability to learn through adaptive management breaks down. In addition to the long time period involved, another complication is the fact that the data will likely be collected by different federal and state agencies, tribal staff, and others. Having a system of reporting developed should help alleviate potential problems. The restoration of the migration route to spawning and rearing habitats upstream of the former Glines Canyon Dam represents a great opportunity for salmon on the Olympic Peninsula. By removing two aging structures, it will be possible for all 5 species of salmon and steelhead to return to wild stretches of the Elwha River and major floodplain habitat characterized by multiple channels, as well as significant portions of numerous tributaries. Measuring the progress of restoration, from the perspective of both salmon populations and the ecosystem upon which they depend, is a great test for a collaborative team of scientists. The normally challenging conditions of working in a steep gradient, high velocity wilderness river are exacerbated by the release of millions of cubic yards of sediment that had accumulated in the reservoirs. After the first two years of the dam decommissioning process, this release has changed the ecology of the river, estuary, and nearshore habitats downstream of the dams. Our goal in developing the guidelines described is to provide a roadmap for tracking what hopefully will become a successful outcome. If successfully implemented, this information should prove useful as others begin planning for the removal, alteration, or reconstruction of dams throughout North America and elsewhere, an inevitable outcome of an aging dam infrastructure.

Washington↗

Age, growth rates, and paleoclimate studies of deep sea corals

Deep-water corals are some of the slowest growing, longest-lived skeletal accreting marine organisms. These habitat-forming species support diverse faunal assemblages that include commercially and ecologically important organisms. Therefore, effective management and conservation strategies for deep-sea corals can be informed by precise and accurate age, growth rate, and lifespan characteristics for proper assessment of vulnerability and recovery from perturbations. This is especially true for the small number of commercially valuable, and potentially endangered, species that are part of the black and precious coral fisheries (Tsounis et al. 2010). In addition to evaluating time scales of recovery from disturbance or exploitation, accurate age and growth estimates are essential for understanding the life history and ecology of these habitat-forming corals. Given that longevity is a key factor for population maintenance and fishery sustainability, partly due to limited and complex genetic flow among coral populations separated by great distances, accurate age structure for these deep-sea coral communities is essential for proper, long-term resource management.

Report↗

Sea lamprey mark type, wounding rate, and parasite-host preference and abundance relationships for lake trout and other species in Lake Ontario

We examined how the frequency of attacks by Sea Lamprey on fishes in Lake Ontario varied in response to Sea Lamprey abundance and preferred host abundance (Lake Trout >432mm). For this analysis we assembled seven data sets. Two fishery independent surveys for Lake Trout: US Geological Survey (USGS)/New York State Department of Environmental Conservation (NYSDEC) south shore September gillnet assessment of adult Lake Trout (USGS/NYSDEC SGNS)( Lantry and Lantry 2011); and Ontario Ministry of Natural Resources (OMNR) monthly June-November community index gillnetting in northeastern Lake Ontario (OMNR CIS) (Ontario Ministry of Natural Resources 2011). One angler survey: NYSDEC April-September Fishing Boat Survey data collected along the south shore for Chinook and Coho salmon, and Rainbow and Brown trout (NYSDEC FBS) ( Lantry and Eckert 2012). Two spawning run datasets: OMNR north shore data including spring spawning runs of Rainbow Trout in the Ganaraska River and electroshocking data for fall spawning runs of Chinook and Coho salmon in the Credit River (Ontario Ministry of Natural Resources 2011); and NYSDEC data from the Salmon River on the southeastern shore including October spawning runs of Chinook and Coho salmon. One Sea Lamprey spawning survey: Department of Fisheries and Oceans Canada (DFO)/US Fish and Wildlife Service (USFWS) data for spawning-phase Sea Lamprey abundance collected from known spawning streams distributed throughout the Lake Ontario drainage basin (Mullet et al. 2003). One assessment of the abundance of dead Lake Trout: USGS/NYSDEC October-November bottom trawl collection of Lake Trout carcasses (Schneider et al. 1996). Annual patterns in A1, A2 and A3 wound stages did not track well in plots of wounding rates for the USGS/NYSDEC SGNS and correlations between A1 and later stages did not exist. A1 rates were not correlated to either Lake Trout abundance or Sea Lamprey numbers when considered alone, but were strongly correlated to the ratio between Sea Lamprey numbers and Lake Trout abundance (parasite/host ratio). While A2 and A3 rates were correlated to each other, neither was consistently correlated to any of the Lake Trout abundance or Sea Lamprey abundance parameters and sums of A1 to A3 rates did not improve correlations over those for A1 rates considered alone. Our analysis of the strain-specific susceptibility of Lake Trout to attack by Sea Lampreys extended the previous Schneider et al. (1996) analysis of three strains (SUP, CWL, and SEN) and 11 years of data 1982-1992 to an analysis of seven strains (SUP, CWL, SEN, JEN, LEW, ONT, and OXS) and two groups of unmarked fish (1983-1995 and 1996-2010) and included 18 more years of data through 2010. The susceptibility to attack for CWLs and SENs were below SUPs and nearly identical to the earlier values, new values for LEWs were greater than SUPS and values of unmarked Lake Trout prior to 1996 were unexpectedly greater than SUPs. By reexamining the Schneider et al. (1996) regression relationship between A1 wounding on Lake Trout and the incidence of Lake Trout carcasses recovered in fall bottom trawls (including three additional years of data), and substituting A1 wounding rate for total numbers of A1s observed which was used as the independent variable in the previous version, we were able to increase the variance explained by the relationship from an r2 of 0.60 to 0.88. Healing rate of wounds was explored by examining the monthly incidence of A1 and A2 wounds on Lake Trout from the OMNR CIS. Because wounding intensity varied between years and monthly sample size was frequently low, the ratio of A2 to A1s wounds was used to index how wounds accumulated or disappeared from the Lake Trout populations across seasons. The A2/A1 ratio decreased between June/July and October. A simple wounding model for Lake Trout was constructed to simulate the pattern of ratios by inflicting wounds on the population each month according to a predetermined distribution and including parameters for lethality (fixed distribution) and healing rate of A1 and A2 wounds (discretely varied between simulations). The best simulated representation (ratio size and monthly pattern) of the OMNR CIS data came from an A1 healing rate of 0.5 months and an A2 rate of 2 months. To examine whether alternate hosts provided reliable data to index damage caused by Sea Lampreys we compared September values of abundance and A1 wounding rates on Lake Trout, Sea Lamprey abundance, and the parasite/host ratio with NYSDEC Creel data for observations of Sea lampreys attached to sport-caught salmonids and to wounding observations for salmonids sampled in OMNR and NYSDEC spawning run assessments. Attachment frequency on NYSDEC Creel Chinook Salmon, Brown Trout, and Rainbow Trout were strongly correlated to all measures of Lake Trout abundance and wounding and to the parasite/host ratio. Chinook Salmon and Coho Salmon wounding observations for the NYSDEC Salmon River spawning run assessments and Rainbow Trout from the OMNR Ganaraska River spawning run assessment were strongly correlated to wounding measures for nearly all salmonids and to the parasite/host ratio.

Lake Ontario↗

Field testing and adaptation of a methodology to measure "in-stream" values in the Tongue River, northern Great Plains (NGP) region

A comprehensive, multi-component in-stream flow methodology was developed and field tested in the Tongue River in southeastern Montana. The methodology incorporates a sensitivity for the flow requirements of a wide variety of in-stream uses, and the flexibility to adjust flows to accommodate seasonal and sub-seasonal changes in the flow requirements for different areas. In addition, the methodology provides the means to accurately determine the magnitude of the water requirement for each in-stream use. The methodology can be a powerful water management tool in that it provides the flexibility and accuracy necessary in water use negotiations and evaluation of trade-offs. In contrast to most traditional methodologies, in-stream flow requirements were determined by additive independent methodologies developed for: 1) fisheries, including spawning, rearing, and food production; 2) sediment transport; 3) the mitigation of adverse impacts of ice; and 4) evapotranspiration losses. Since each flow requirement varied in important throughout the year, the consideration of a single in-stream use as a basis for a flow recommendation is inadequate. The study shows that the base flow requirement for spawning shovelnose sturgeon was 13.0 m 3 /sec. During the same period of the year, the flow required to initiate the scour of sediment from pools is 18.0 m 3 /sec, with increased scour efficiency occurring at flows between 20.0 and 25.0 m 3 /sec. An over-winter flow of 2.83 m 3 /sec. would result in the loss of approximately 80% of the riffle areas to encroachment by surface ice. At the base flow for insect production, approximately 60% of the riffle area is lost to ice. Serious damage to the channel could be incurred from ice jams during the spring break-up period. A flow of 12.0 m 3 /sec. is recommended to alleviate this problem. Extensive ice jams would be expected at the base rearing and food production levels. The base rearing flow may be profoundly influenced by the loss of streamflow to transpiration. Transpiration losses to riparian vegetation ranged from 0.78 m 3 /sec. in April, to 1.54 m 3 /sec. in July, under drought conditions. Requirement for irrigation were estimated to range from 5.56 m 3 /sec. in May to 7.97 m 3 /sec. in July, under drought conditions. It was concluded that flow requirements to satisfy monthly water losses to transpiration must be added to the base fishery flows to provide adequate protection to the resources in the lower reaches of the river. Integration of the in-stream requirements for various use components shows that a base flow of at least 23.6 m 3 /sec. must be reserved during the month of June to initiate scour of sediment from pools, provide spawning habitat to shovelnose sturgeon, and to accommodate water losses from the system. In comparison, a base flow of 3.85 m 3 /sec. would be required during early February to provide fish rearing habitat and insect productivity, and to prevent excessive loss of food production areas to surface ice formation. During mid to late February, a flow of 12 m 3 /sec. would be needed to facilitate ice break-up and prevent ice jams from forming. Following break-up, the base flow would again be 3.85 m 3 /sec. until the start of spawning season.

Northern Great Plains↗

Evolution and application of instream flow methodologies to small hydropower developments: an overview of the issues

ethods for evaluating instream flow needs have evolved over the last 30 years resulting in two categories which are defined as “standard-setting” and “incremental”. Standard-setting methodologies refer to those measurement and interpretative techniques designed to generate a flow value(s) which is intended to maintain the fishery at some acceptable level. Incremental methodologies on the other hand are organized and repeatable processes by which: (1) a fishery habitat/streamflow relationship and the hydrology of the stream are transformed into a baseline habitat time series; (2) proposed water management alternatives are quantified and compared with the baseline; and (3) project operating rules are negotiated. A hierarchical approach to small-hydro instream flow analysis is suggested.

Book↗

Results of a workshop concerning assessment of the functions of bottomland hardwoods

The U.S. Environmental Protection Agency (EPA) is authorized under Section 404 of the Clean Water Act (33 U.S.C. 1344) to participate in the regulation of the discharge of dredged or fill material into waters of the United States. This regulatory authority is exercised in partnership with the U.S. Army Corps of Engineers, which has responsibility for permit issuance, and in consultation with the U.S. Fish and Wildlife Service and the National Marine Fisheries Service. Through amendments to the original statute, a series of legal actions and court decisions, and the development of operating guidance among the responsible agencies, Section 404 has evolved into the primary mechanism afforded Federal authorities for the protection of wetlands. EPA recognizes the importance of wetlands in achieving the goals of the Clean Water Act, which are to protect and maintain the chemical, physical, and biological integrity of the Nation’s waters. EPA Administrator Lee Thomas has identified wetlands protection as among the highest of Agency priorities. EPA recognizes that bottomland hardwood (BLH) wetlands have vital and unique attributes that, if lost, would severely impact the physical, chemical, and biological integrity of the Nation's waters. As part of a broad program to better protect the Nation's wetlands, EPA has therefore identified bottomland hardwood wetlands as a priority resource requiring special attention on a national basis. Recognizing the importance of implementing an effective, nationally consistent, and scientifically defensible regulatory program, EPA, in October 1984, issued Interim Operating Guidance to its field personnel for implementing the Section 404 regulatory program in bottomland hardwood wetlands. With the goal of improving and finalizing that guidance, EPA is sponsoring a series of workshops designed to answer key questions concerning BLH wetlands, based on the best scientific and technical information currently available. The first two workshops were directed toward summarizing existing scientific and technical knowledge concerning the functions of BLH ecosystems, the characteristics that are important to each function, and the impact of various development activities on those characteristics. The first workshop, which was held in St. Francisville, Louisiana, in December, 1984, examined a wetland zonation concept as a framework for gaining a greater understanding of BLH structure and function. The workshop set out to determine whether characterization of BLH resources as a series of relatively distinct zones, defined by concomitant variation in hydrologic regime, soils, and vegetation, might provide the basis for a useful and scientifically sound regulatory framework. For examp1e, if certain zones are of particular importance to one or more wetland functions that the Clean Water Act was intended to protect, then the zonation concept might be useful from the perspective of how various activities should be regulated. Discussions during the first workshop, however, indicated that the zonation concept provides, at best, only an incomplete picture of the structure and function of BLH ecosystems. In many cases, BLH functions are not limited to or closely correlated with particular zones and, furthermore, many factors other than zone are important determinants of BLH functions. With these responses in mind, the second workshop, held at Lake Lanier, Georgia, in July, 1985, was designed to elicit information on two questions. First, if zones are not an adequate framework for understanding the functions of BLH systems, what characteristics (predictors) can be used to assess the extent to which a particular site performs these functions? And second, what are the impacts of various development activities that often occur in BLH ecosystems on those characteristics and thus on the functions themselves? At the second workshop, individual workgroups dealing with particular subject areas (e.g., hydrology, water quality, fisheries, wildlife, ecosystem processes, and cultural/recreational/economic resources) were able to identify site characteristics that are important determinants of the performance of various functions. For example, the Hydrology Workgroup identified flood storage as one of three major hydrologic functions that BLH ecosystems perform. The workgroup then identified the most important characteristic (e.g., surface area of the site, soil saturation, and others) that determine flood storage and the likely impact of several common activities (e.g., conversion to soybean production and levee construction) on these characteristics. Some of the workgroups also provided estimates of the aggregate impact of activities, acting through all of the characteristics, on certain functions. The workgroups also identified key characteristics that could be used to identify high-value wetlands for various functions. In addition, the workgroups pointed out a number of topics needing further examination and discussion. First, all of the workgroups identified the need to develop the technical basis and information sources to address the problem of cumulative impacts in the regulatory process. Second, most of the workgroups noted the important of contextual variables in assessing the function of a particular site. For example, the location of a BLH site in relationship to other tracts of habitat is an important variable for many wildlife species. Similarly, the extent to which a site retains or transforms contaminants is depended not only on the characteristics of the site, but also on its position in a watershed relative to contaminant inputs. And finally, several of the workgroups pointed out that assessing the impact of an activity on a function is not as simple as "adding up" the impact on individual characteristics, but may depend instead on complex interactions among characteristics. Addressing these questions, as summarized in the objectives and discussions that follow, was the focus of the third workshop, the results of which are described in this report.

Report↗

Dealing with largemouth bass virus: benefits of multisector collaboration

Largemouth bass virus (LMBV), a recently identified pathogen, affected largemouth bass (Micropterus salmoides) in the southeastern United States beginning in the 1990s. Concern about the impacts of this little-known pathogen on largemouth bass populations, effects on fisheries management, and the need to provide anglers and the media with consistent and accurate information prompted a private organization (Bass Anglers Sportsman Society) to invite managers and researchers from state and federal agencies and universities to a series of five annual public workshops beginning in 2000. These workshops provided a mechanism to share information, identify and prioritize action items, and develop consensus information and outreach materials that could be provided to bass anglers and the media. Regionalizing the LMBV issue and collaboration among researchers, managers, and a fishing organization may also have allayed angler and media concerns. The process embodied in these workshops is offered as a successful example of multi-agency, multi-sector collaboration to facilitate information acquisition and guide action to address a regional fisheries management issue.

Conference Paper↗

Large reservoirs: Chapter 17

Large impoundments, defined as those with surface area of 200 ha or greater, are relatively new aquatic ecosystems in the global landscape. They represent important economic and environmental resources that provide benefits such as flood control, hydropower generation, navigation, water supply, commercial and recreational fisheries, and various other recreational and esthetic values. Construction of large impoundments was initially driven by economic needs, and ecological consequences received little consideration. However, in recent decades environmental issues have come to the forefront. In the closing decades of the 20th century societal values began to shift, especially in the developed world. Society is no longer willing to accept environmental damage as an inevitable consequence of human development, and it is now recognized that continued environmental degradation is unsustainable. Consequently, construction of large reservoirs has virtually stopped in North America. Nevertheless, in other parts of the world construction of large reservoirs continues. The emergence of systematic reservoir management in the early 20th century was guided by concepts developed for natural lakes (Miranda 1996). However, we now recognize that reservoirs are different and that reservoirs are not independent aquatic systems inasmuch as they are connected to upstream rivers and streams, the downstream river, other reservoirs in the basin, and the watershed. Reservoir systems exhibit longitudinal patterns both within and among reservoirs. Reservoirs are typically arranged sequentially as elements of an interacting network, filter water collected throughout their watersheds, and form a mosaic of predictable patterns. Traditional approaches to fisheries management such as stocking, regulating harvest, and in-lake habitat management do not always produce desired effects in reservoirs. As a result, managers may expend resources with little benefit to either fish or fishing. Some locally expressed effects, such as turbidity and water quality, zooplankton density and size composition, or fish growth rates and assemblage composition, are the upshot of large-scale factors operating outside reservoirs and not under the direct control of reservoir managers. Realistically, abiotic and biotic conditions in reservoirs are shaped by factors working inside and outside reservoirs, with the relative importance of external factors differing among reservoirs. With this perspective, large reservoirs are viewed from a habitat standpoint within the framework of a conceptual model in which individual reservoir characteristics are influenced by both local- and landscape-scale factors (Figure 17.1). In the sections that follow, how each element of this hierarchical model influences habitat and fish assemblages in reservoirs is considered. Important in-reservoir habitat issues and reservoirs as part of larger systems, where reservoir management requires looking for real solutions outside individual reservoirs are described.

Book chapter↗

Catfish science: Status and trends in the 21st century

Catfish science, the study of the fish order Siluriformes, is a diverse and expanding field in terms of advances and breadth of topics. We compiled literature from primary fisheries journals as an index of interest and advances in catfish science to examine temporal trends in the field. The number of catfish scientific publications varied over the past century with strong peaks during 1975–1979 and 2005–2010, which may be the result of interactive scientific and societal influences. Catfish biology was the predominant publication topic until the late 1990s, when ecology, techniques, and management publications became more prevalent. Articles on catfish ecology were most numerous in both the first and second international catfish symposia, but publications on techniques and conservation were more numerous in the second catfish symposium than the first. We summarize the state of knowledge, recent advances, and areas for future attention among topics in catfish science, including sampling and aging techniques, population dynamics, ecology, fisheries management, species diversity, nonnative catfish, and human dimensions, with an emphasis on the gains in this second symposium. Areas that we expect to be pursued in the future are development of new techniques and validation of existing methods; expansion of research to less-studied catfish species; broadening temporal, spatial, and organizational scales; interdisciplinary approaches; and research on societal views and constituent demands. Meeting these challenges will require scientists to span beyond their professional comfort zones to effectively reach higher standards. We look forward to the coming decade and the many advances in the conservation, ecology, and management of catfish that will be shared.

Conference Paper↗

Defining fish nursery habitats: An application of otolith elemental fingerprinting in Tampa Bay, Florida

Fishing in Tampa Bay enhances the quality of life of the area's residents and visitors. However, people's desire to settle along the Bay's shorelines and tributaries has been detrimental to the very habitat believed to be crucial to prime target fishery species. Common snook (Centropomus undecimalis) and red drum (Sciaenops ocellatus) are part of the suite of estuarine fishes that 1) are economically or ecologically prominent, and 2) have complex life cycles involving movement between open coastal waters and estuarine nursery habitats, including nursery habitats that are located within upstream, low-salinity portions of the Bay?s tidal tributaries. We are using an emerging microchemical technique -- elemental fingerprinting of fish otoliths -- to determine the degree to which specific estuarine locations contribute to adult fished populations in Tampa Bay. In ongoing monitoring surveys, over 1,000 young-of-the-year common snook and red drum have already been collected from selected Tampa Bay tributaries. Using laser ablation-inductively coupled plasma - mass spectrometry (LA-ICP-MS), we are currently processing a subsample of these archived otoliths to identify location-specific fingerprints based on elemental microchemistry. We will then analyze older fish from the local fishery in order to match them to their probable nursery areas, as defined by young-of-the-year otoliths. We expect to find that some particularly favorable nursery locations contribute disproportionately to the fished population. In contrast, other nursery areas may be degraded, or act as 'sinks', thereby decreasing their contribution to the fish population. Habitat managers can direct strategic efforts to protect any nursery locations that are found to be of prime importance in contributing to adult stocks.

Florida↗

Development of a bioenergetics model for age-0 American shad

Bioenergetics modeling can be used as a tool to investigate the impact of non-native age-0 American shad ( Alosa sapidissima ) on reservoir and estuary food webs. The model can increase our understanding of how these fish influence lower trophic levels as well as predatory fish populations that feed on juvenile salmonids. Bioenergetics modeling can be used to investigate ecological processes, evaluate alternative research hypotheses, provide decision support, and quantitative prediction. Bioenergetics modeling has proven to be extremely useful in fisheries research (Ney et al. 1993,Chips and Wahl 2008, Petersen et al. 2008). If growth and diet parameters are known, the bioenergetics model can be used to quantify the relative amount of zooplankton or insects consumed by age-0 American shad. When linked with spatial and temporal information on fish abundance, model output can guide inferential hypothesis development to demonstrate where the greatest impacts of age-0 American shad might occur. Bioenergetics modeling is particularly useful when research questions involve multiple species and trophic levels (e.g. plankton communities). Bioenergetics models are mass-balance equations where the energy acquired from food is partitioned between maintenance costs, waste products, and growth (Winberg 1956). Specifically, the Wisconsin bioenergetics model (Hanson et al. 1997) is widely used in fisheries science. Researchers have extensively tested, reviewed, and improved on this modeling approach for over 30 years (Petersen et al. 2008). Development of a bioenergetics model for any species requires three key components: 1) determine physiological parameters for the model through laboratory experiments or incorporate data from a closely related species, 2) corroboration of the model with growth and consumption estimates from independent research, and 3) error analysis of model parameters. Wisconsin bioenergetics models have been parameterized for many of the salmonids and predatory fishes encountered in the lower Columbia River (Petersen and Ward 1999). The Wisconsin bioenergetics model has not been developed for American shad, however Limburg (1996) parameterized a simplified bioenergetics growth model for this species. A common application for the Wisconsin bioenergetics model is to estimate the consumption or growth of a fish population under different temperature and feeding scenarios (Ney 1993). One advantage of the bioenergetics approach is that consumption can be estimated without direct field measurements of predation rate (prey·predator -1 · day -1 ; Petersen and Ward 1999). Field estimates of fish consumption are time consuming and costly to determine, and estimates may show wide variance due to environmental and sampling variability. However, the consumption parameters used in a newly developed bioenergetics model must be verified with field and laboratory estimates of consumption (Ney 1993). The objective of this research was to parameterize a Wisconsin bioenergetics model for age-0 American shad using published physiological data on American shad and closely related alosine species. The American shad bioenergetics model will be used as a tool to explore various hypotheses about how age-0 American shad directly and indirectly affect Columbia River salmon through ecological interactions in lower Columbia River food webs. One over-arching focus of the larger research project was to identify potential interactions between age-0 American shad and juvenile salmonids, addressing potential outcomes through bioenergetics modeling scenarios. This report contains two bioenergetics modeling applications to demonstrate how these models can be used to address management questions and direct research effort. The first modeling application uses the American shad bioenergetics model described in this report to explore prey consumption by age-0 American shad (Chapter 1, this report). Dietary data on age-0 American shad and previously published reports on the diet of juvenile fall Chinook salmon (Rondorf et al. 1990, USGS unpublished data) suggested there might be considerable dietary overlap between these species in the lower Columbia River. The U.S. Geological Survey (USGS) was interested in using the American shad bioenergetics model to explore hypotheses concerning dietary overlap between age-0 American shad and emigrating fall Chinook salmon. The second modeling application uses the fall Chinook salmon bioenergetics model (Koehler et al. 2006) to explore the growth potential of juvenile fall Chinook salmon predating on age-0 American shad in the lower Columbia River. This modeling was based dietary information on a small number of age-0 fall Chinook salmon (n = 13) collected in John Day Reservoir in 1994 - 1996 (unpublished USGS data). Analysis of this dietary data found that these salmonids were feeding primarily on age-0 American shad (> 75% by weight).

Oregon↗

Pacific salmonines in the Great Lakes Basin

Pacific salmon (genus Oncorhynchus) are a valuable resource, both within their native range in the North Pacific rim and in the Great Lakes basin. Understanding their value from a biological and economic perspective in the Great Lakes, however, requires an understanding of changes in the ecosystem and of management actions that have been taken to promote system stability, integrity, and sustainable fisheries. Pacific salmonine introductions to the Great Lakes are comprised mainly of Chinook salmon, coho salmon, and steelhead and have accounted for 421, 177, and 247 million fish, respectively, stocked during 1966-2007. Stocking of Pacific salmonines has been effective in substantially reducing exotic prey fish abundances in several of the Great Lakes (e.g., lakes Michigan, Huron, and Ontario). The goal of our evaluation was to highlight differences in management strategies and perspectives across the basin, and to evaluate policies for Pacific salmonine management in the Great Lakes. Currently, a potential conflict exists between Pacific salmonine management and native fish rehabilitation goals because of the desire to sustain recreational fisheries and to develop self-sustaining populations of stocked Pacific salmonines in the Great Lakes. We provide evidence that suggests Pacific salmonines have not only become naturalized to the food webs of the Great Lakes, but that their populations (specifically Chinook salmon) may be fluctuating in concert with specific prey (i.e., alewives) whose populations are changing relative to environmental conditions and ecosystem disturbances. Remaining questions, however, are whether or not “natural” fluctuations in predator and prey provide enough “stability” in the Great Lakes food webs, and even more importantly, would a choice by managers to attempt to reduce the severity of predator-prey oscillations be antagonistic to native fish restoration efforts. We argue that, on each of the Great Lakes, managers are pursuing appropriate goals, managing the aquatic resources of the lakes for the greatest public good, given the variability in conditions and likelihood for success specific to each lake.

Book chapter↗

Sanctuaries for lake trout in the Great Lakes

Populations of lake trout, severely depleted in Lake Superior and virtually extirpated from the other Great Lakes because of sea lamprey predation and intense fishing, are now maintained by annual plantings of hatchery-reared fish in Lakes Michigan, Huron, and Ontario and parts of Lake Superior. The extensive coastal areas of the Great Lakes and proximity to large populations resulted in fishing pressure on planted lake trout heavy enough to push annual mortality associated with sport and commercial fisheries well above the critical level needed to reestablish self-sustaining stocks. The interagency, international program for rehabilitating lake trout includes controlling sea lamprey abundance, stocking hatchery-reared lake trout, managing the catch, and establishing sanctuaries where harvest is prohibited. Three lake trout sanctuaries have been established in Lake Michigan: the Fox Island Sanctuary of 121, 500 ha, in the Chippewa-Ottawa Treaty fishing zone in the northern region of the lake; the Milwaukee Reef Sanctuary of 160, 000 ha in midlake, in boundary waters of Michigan and Wisconsin; and Julian's Reef Sanctuary of 6, 500 ha, in Illinois waters. In northern Lake Huron, Drummond Island Sanctuary of 55, 000 ha is two thirds in Indian treaty-ceded waters in Michigan and one third in Ontario waters of Canada. A second sanctuary, Six Fathom Bank-Yankee Reef Sanctuary, in central Lake Huron contains 168, 000 ha. Sanctuary status for the Canadian areas remains to be approved by the Provincial government. In Lake Superior, sanctuaries protect the spawning grounds of Gull Island Shoal (70, 000 ha) and Devils Island Shoal (44, 000 ha) in Wisconsin's Apostle Island area. These seven sanctuaries, established by the several States and agreed upon by the States, Indian tribes, the U.S. Department of the Interior, and the Province of Ontario, contribute toward solving an interjurisdictional fishery problem.

Conference Paper↗

Documenting the use of the Long Term Resource Monitoring element’s fish monitoring methodologies throughout the Midwest

The Upper Mississippi River Restoration (UMRR) Program’s Long Term Resource Monitoring (LTRM) element is designed to monitor and assess long term trends in the Upper Mississippi River System (UMRS). To accomplish this, standardized methods are used that allow for comparisons across pools and rivers. In recent years, other projects and other agencies have adopted the LTRM fish methodologies for use outside the UMRR. To determine how widespread the use of the Fish Component’s methods are, a twelve question survey was delivered via SurveyMonkey.com through the states comprising the American Fisheries Society (AFS) North Central Division and the Upper Mississippi River Conservation Committee. Approximately 2,000 professionals were reached with ≈11 percent participating. Results indicate that nearly all (95 percent) respondents use standardized methods in their sampling and 48 percent are familiar with the LTRM fish methodologies. Roughly one-third (35 percent) of all respondents have used the methods in the past and most (78 percent) of those have modified the methods to suit the information needs specific to their fishery. Results indicate that the LTRM methods have indeed spread outside the UMRR and are now a well-known and potentially widely used technique to sample fish communities.

Illinois, Iowa, Minnesota, Missouri, Wisconsin↗

Developing fish trophic interaction indicators of climate change for the Great Lakes

This project addressed regional climate change effects on aquatic food webs in the Great Lakes. We sought insights by examining Lake Erie as a representative system with a high level of anthropogenic impacts, strong nutrient gradients, seasonal hypoxia, and spatial overlap of cold- and cool-water fish guilds. In Lake Erie and in large embayments throughout the Great Lakes basin, this situation is a concern for fishery managers, as climate change may exacerbate hypoxia and reduce habitat volume for some species. We examined fish community composition, fine-scale distribution, prey availability, diets, and biochemical tracers for dominant fishes from study areas with medium-high nutrient levels (mesotrophic, Fairport study area), and low nutrient levels (oligotrophic, Erie study area). This multi-year database (2011-2013) provides the ability to contrast years with wide variation in rainfall, winter ice-cover, and thermal stratification. In addition, multiple indicators of dietary and distributional responses to environmental variability will allow resource managers to select the most informative approach for addressing specific climate change questions. Our results support the incorporation of some relatively simple and cost-efficient approaches into existing agency monitoring programs to track the near-term condition status of fish and fish community composition by functional groupings. Other metrics appear better suited for understanding longer-term changes, and may take more resources to implement on an ongoing basis. Although we hypothesized that dietary overlap and similarity in selected species would be sharply different during thermal stratification and hypoxic episodes, we found little evidence of this. Instead, to our surprise, this study found that fish tended to aggregate at the edges of hypoxia, highlighting potential spatial changes in catch efficiency of the fishery. This work has had several positive impacts on a wide range of resource management and stakeholder activities, most notably in Lake Erie. The results were instrumental in the development of an interim decision rule for dealing with data collected during hypoxic events to improve stock assessment of Yellow Perch. In addition, novel findings from this study regarding spatial and temporal variability in hypoxia have aided US-Environmental Protection Agency in the development of a modified sampling protocol to more accurately quantify the central basin hypoxic zone, and this directly addressed a goal of the Great Lakes Water Quality Agreement of 2012 to reduce the extent and severity of hypoxia. Finally, the study areas developed in this project formed the basis for food web sampling in the 2014 bi-national Coordinated Science and Monitoring Initiative work in Lake Erie.

Report↗

Synthesis of the effects to fish species of two management scenarios for the secretarial determination on removal of the lower four dams on the Klamath River

For decades the long-standing conflict in the Klamath River Basin over water and fish resources has persisted. In an effort to resolve these disputes, PacifiCorp and interested parties negotiated, wrote, and signed the Klamath Hydroelectric Settlement Agreement (KHSA) in 2010, calling for the potential removal of the four lower dams on the Klamath River mainstem. The KHSA established a process known as the Secretarial Determination, which includes 1) conducting new scientific studies and a re-evaluation of existing studies found in the FERC record and from other sources, and 2) evaluating the potential environmental and human effects of such an action pursuant to National Environmental Policy Act, California Environmental Quality Act, and other applicable laws. In March 2012, the Secretary of the Interior will decide whether removal of these dams on the Klamath River: 1) will advance salmonid fisheries, and 2) is in the public interest. In this report, we summarize anticipated effects to fish resources under two management scenarios: 1) current conditions with dams in place and without the programs and actions in the Klamath Basin Restoration Agreement (KBRA), and 2) removal of the lower four dams plus programs and actions called for in the KBRA and KHSA. This information will aid the Secretary of the Interior in determining whether dam removal and implementation of KBRA will advance restoration of salmonid (salmon and trout) fisheries.

California, Oregon↗

Influence of a weak field of pulsed DC electricity on the behavior and incidence of injury in adult Steelhead and Pacific Lamprey

Predation by pinnipeds, such as California sea lions Zalophus californianus, Pacific harbor seals Phoca vitulina, and Stellar sea lions Eumetopias jubatus on adult Pacific salmon Oncorhynchus spp in the lower Columbia River has become a serious concern for fishery managers trying to conserve and restore runs of threatened and endangered fish. As a result, Smith-Root, Incorporated (SRI; Vancouver, Washington), manufacturers of electrofishing and closely-related equipment, proposed a project to evaluate the potential of an electrical barrier to deter marine mammals and reduce the amount of predation on adult salmonids (SRI 2007). The objectives of their work were to develop, deploy, and evaluate a passive, integrated sonar and electric barrier that would selectively inhibit the upstream movements of marine mammals and reduce predation, but would not injure pinnipeds or impact anadromous fish migrations. However, before such a device could be deployed in the field, concerns by regional fishery managers about the potential effects of such a device on the migratory behavior of Pacific salmon, steelhead O. mykiss, Pacific lampreys Entoshpenus tridentata, and white sturgeon Acipenser transmontanus, needed to be addressed. In this report, we describe the results of laboratory research designed to evaluate the effects of prototype electric barriers on adult steelhead and Pacific lampreys.

Report↗

Pacific halibut in Glacier Bay National Park, Alaska

The Pacific halibut is a large (up to 3 meters long) predatory fish in the flatfish family. Glacier Bay National Park is the site of extensive and controversial commercial halibut fisheries that began before the park was established in 1925. These fisheries continue despite prohibitive regulations, including the Wilderness Act and National Park Service regulations. Today, more than 70 commercial boats (1991 and 1992 data) harvest between 136,200 and 181,600 kilograms of Pacific halibut per year within the park

Alaska↗