BPA F&W Program Data Management Needs for Monitoring Support and Coordination Coordinated Assessments Workshop, 2011

BPA Coordination through PNAMP 1. Standardized exchange formats to share data - Adult and Juvenile Abundance - Next: Habitat Conditions (May) - Possible: PIT Tags, Genetics etc. 2. Documentation of metadata to inform data quality through contact requirements with the support of the PNAMP Monitoring Methods and ISTM projects. - Protocol Documentation: (Data collection and analysis methods; indicators/metrics; and designs) - Location Data - Documentation of databases where data is stored

MONITORING METHODS PROJECT Funders PROJECT SPONSORS Pacific Northwest Aquatic Monitoring Partnership PNAMP Partners

M ONITORING M ETHODS P ROJECT : O RIGINS 1. Need for better, more consistent documentation of protocols and methods to support research and reporting needs Pacific NW issues BUT…basic need could be found anywhere and could be related to various topics 2. Need for a community forum to discuss and vet methods, metrics and indicators, and study designs to determine best practices expand information in out-of date publications to help each other gain a better understanding of who’s collecting what information, why, and how

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

M ONITORING M ETHODS P ROJECT : O RIGINS

G OALS Help partners meet business needs Provide insight and experience on techniques Develop tools to support consistent documentation, information discovery, community discussions, metadata creation and data exchange Promote coordination and collaboration among monitoring programs USFS

D ELIVERABLES Develop web application and database infrastructure to collect, update, and discuss protocols, methods, metrics and indicators, and study designs Facilitate documentation, information discovery, discussions, collaboration, versioning and electronic management. Live as of – March 2011

L ESSONS L EARNED 1. Terminology - Inconsistent use and disagreement about monitoring terms, definitions, and their relationships. E.g., indicator vs. metric, protocol vs. method. 2. Documentation is hard to get or not always available 3. Ideas have changed – data management, data sharing are more prominent issues now

Additional Capabilities and Example Content Upload Files: including Data Exchange Templates Quality Control and Data Handling Considerations

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

Data Repositories PNAMP MonitoringMethods.org

Regional Data Repositories (PNAMP)

PNAMP Integrated Status and Trend Monitoring Project

Integrated Status and Trend Monitoring (ISTM) Goals Integrated Status and Trend Monitoring (ISTM) Goals I. Develop an integrated status and trends monitoring design for ESA-listed salmon and steelhead and their ecosystems. II. Demonstrate utility of approach and design using Lower Columbia River Recovery Domain as demonstration area

Components & Partners ComponentPrimary Partners Fish Status and Trends MonitoringODFW, WDFW, LCFRB Habitat Status and Trends Monitoring ODFW, WDFW, WA Ecology, ODEQ, USFS Statistical Support & Master Sample Tracking ToolOSU Data ManagementWDFW, ODFW Mainstem MonitoringUSGS

Monitoring Objectives: Identify Management Questions and Performance Measures For Status and Trend and Effectiveness Monitoring Biological StatusWatershed Health and Climate Change MandatesFish Birds, Invertebrates, Mammals, Invasive sp., Amphibians, etc. Water Quality Hydrology Riparian Condition Wetland Condition Aquatic Physical Habitat Condition ESA Recovery Plans and Biological Opinions xxxxxxx Clean Water Act xxxxxx Oregon Plan for Salmon and Watersheds xxxxxxx WA State of the Salmon and Watershed Health Report xxxxxxx Northwest Forest Plan xxxxx CBWFA State of the Resource xxxxxxx Lower Columbia River and Estuary EcoSystem Monitoring xxxxxx NWEIS High Level Indicators xxxxx

Five Objectives of ISTM 1. Identify & prioritize decisions, questions, and objectives 2. Determine adequacy of existing programs, potential efficiencies, existing gaps 3. Identify monitoring designs, sampling frames, protocols, and analytical tools 4. Use trade-off analyses to develop recommendations for monitoring including priorities and range of budgets 5. Recommendations for implementation, data management, reporting, and adaptive management 1. Identify & prioritize decisions, questions, and objectives 2. Determine adequacy of existing programs, potential efficiencies, existing gaps 3. Identify monitoring designs, sampling frames, protocols, and analytical tools 4. Use trade-off analyses to develop recommendations for monitoring including priorities and range of budgets 5. Recommendations for implementation, data management, reporting, and adaptive management Decisions and questions Review existing programs Identify potential designs Trade-off analyses Implementation recommendations Salmon and steelhead monitoring Habitat & watershed condition monitoring

Fish ISTM Results (Obj 1)

Multiple objectives: Develop species distribution model - This is used to develop a sampling frame for salmon or steelhead monitoring using visual methods on spatial surveys such as redd or Area-Under- the-Curve (AUC). Develop a tool for obtaining a representative sample using Generalized Random Tessellation Stratified (GRTS) designs. Coordinate the sharing of data and site selection from GRTS sampling. PNAMP Master Sample Component

Master Sample and Tracking Tool

Data Management Component (WDFW & ODFW) Data Management Component (WDFW & ODFW) WDFW Goal – Standardize statewide databases, data dictionaries, and field protocols to facilitate summaries, analyses, and reporting. ODFW Goal – Complete data management development steps for the Oregon side of the Lower Columbia River for adult abundance.

ISTM Next Steps - FY12-14 Complete Web-based Management tool Support ISTM approach for use in other recovery domains Support Master Sample Tracking Tool, integrate with MonitoringMethods.org Support monitoring practitioners and coordinated with CHaMP: Statistical expertise for use and analyses of Master Sample based monitoring design Data management of habitat data (data steward)

BPA Contracting PNAMP MonitoringMethods.org

BPA FY 12 Contracting Preview: + Attach a Metadata file to data.