Volunteer Lake
Monitoring:
A Methods Manual
        U.S. Environmental Protection Agency
        Office of Wetlands, Oceans, and Watersheds
        Assessment & Watershed Protection Division
        WH-553
        401 M Street, S.W.
        Washington, D.C. 20460

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    This document was prepared under cooperative agreement
    No. CX-816068 from the U.S. Environmental Protection Agency,
    Office of Wetlands, Oceans, and Watersheds, to the North
    American Lake Management Society.
    Citation: Simpson, J. T. 1991. Volunteer Lake Monitoring: A
             Methods Manual EPA 440/4-91-002.
   NOTICE:
   This document has been reviewed in accordance with U.S. Environ-
   mental Protection Agency policy and approved for publication.
   Mention of trade names or commercial products does not constitute
   endorsement or recommendation for use.
$& Printed on Recycled Paper

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                                                 FOREWORD
                              Foreword
   The need to gather information on conditions in our Nation's lakes has never
been greater. Local, state, and Federal agencies, as well as private citizens, seek
monitoring information for a variety of educational, planning, and regulatory
purposes. Unfortunately, public funding and staffing to carry out water sam-
pling activities have not always kept pace with this need.

   To fill this information gap, many state agencies have organized cost-effective
programs that train local citizens to monitor the quality of their lakes. Volunteer
programs have been found to be of enormous value to states, which can gain a
baseline of useful information on lakes that might otherwise have gone
unmonitored. States also benefit from new partnerships with educated and
involved citizens who actively work to protect their lake resources.

   Citizen volunteers benefit from monitoring programs as well.  Volunteers
learn about water sampling, lake biology, and the impacts of land use activities.
In gathering information about the condition of their individual lakes, volunteers
also often become involved in lake and watershed management activities.

   The experience of successful volunteer programs shows us that the spirit of
stewardship and teamwork engendered by these volunteer efforts is of great help
in protecting our Nation's lakes for future generations to use and enjoy. The U.S.
Environmental Protection Agency recognizes the value of these efforts and has
developed this methods manual to provide a useful tool to those who are in-
volved, or would like to become involved, in lake monitoring activities.
                                   Martha G. Prothro
                                   Director, Office of Water
                                   Regulations and Standards
                                   U.S. Environmental Protection Agency
                                   Washington, DC 20460

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   ACKNOWLEDGEMENTS
   The EPA project officers were Alice Mayio and Margaret
Kerr. The principal author was Jonathan T. Simpson.  JT&A,
Inc. provided editorial support. Special thanks are extended to
the many reviewers who provided valuable comments on the
content and organization of this manual.
Layout/graphics (except where indicated): Jonathan T. Simpson.

Cover art: Candlewood Lake, Connecticut
          by Terri Talas (courtesy of Northeast Utilities).

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                           Contents

Foreword	   iii
Acknowledgments	   iv
Contents	   v
Executive Summary	  vii

Chapter 1  Introduction ......		   1
    l.A  Purpose of this Manual	   2
    l.B   Manual Organization	   3
    l.C   Planning a Monitoring Program	   4

Chapter 2  Focusing on a Lake Condition .....	...............	..   9
    2.A   Introduction	  10
    2.B   Algae	  12
    2.C   Aquatic Plants	  14
    2.D   Dissolved Oxygen	  16
    2.E   Other Lake Conditions	  21

Chapter 3  Monitoring Algae	  25
    3.A   Algal Condition Parameters	  26
    3.B   Where to Sample	  31
    3.C   Where to Sample in the Water Column	  36
    3.D   Frequency of Sampling	  39
    3.E   Length of the Sampling Season	  40
    3.F   How to Sample	  41
    3.G   Notes on Equipment	  51

Chapter 4  Monitoring Aquatic Plants ......	....	.......  57
    4.A   Aquatic Plant Condition Parameters	  58
    4.B   Sampling Considerations	  60
   4.C   How to Sample	  60

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       CONTENTS
Chapter 5  Monitoring Dissolved Oxygen ..........................................  69
   5.A  Dissolved Oxygen Parameters	  70
   5.B   Sampling Considerations	  71
   5.C  How to Sample	  72

Chapter 6  Monitoring Other Lake Conditions..................................  79
   6.A  Monitoring Sedimentation	  80
   6.B   Monitoring Suspended Sediment	  81
   6.C  Monitoring Acidification	  82
   6.D  Monitoring the Bacteria at Bathing Beaches	  84

Chapter 7  Training Citizen Volunteers	  87
   7.A  The Training Process	  88
   7.B   Creating a Job Analysis	  89
   7.C  Planning the Training	  90
   7.D  Presenting the Training	  93
   7.E   Evaluating the Training	  94
   7.F   Follow-up Coaching, Motivation, and Feedback	  95

Chapter 8  Presenting Monitoring Results..............—	  97
   8.A  Overview of Data Presentations	  98
   8.B   Algae Results	  104
   8.C  Aquatic Plant Results	  112
   8.D  Dissolved Oxygen Results	  116

Appendix  Scientific Supply Houses ..........	......	......	  119

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                     Executive Summary


 Overview

   Increasingly, State, local, and Federal agencies are finding that citizen volun-
 teers are valuable partners in programs to monitor and protect our Nation's
 water resources. Among the most developed and widespread of these volunteer
 programs are those that monitor existing or potential lake pollution problems.

   The U.S. Environmental Protection Agency (EPA) has supported the volunteer
 monitoring movement since 1987 by sponsoring two national volunteer monitor-
 ing symposia, publishing a newsletter for volunteers and a directory of volunteer
 organizations, developing guidance manuals, and providing technical assistance.
 These activities have been designed to help State and other agencies understand
 the value of volunteer monitoring programs, both as potential sources of credible
 data and as catalysts for developing an educated and involved citizenry.

   The EPA has developed this manual to present specific information on
 volunteer lake water quality monitoring methods. It is intended both for the
 organizers of the volunteer lake monitoring program, and for the volunteer who
 will be actually be sampling lake conditions. Its emphasis is on identifying
 appropriate parameters to monitor and setting out specific steps for each selected
 monitoring method. Careful quality assurance/quality control procedures are
 advocated throughout this manual to ensure that the data collected by volunteers
 are useful to States and other agencies.

   This manual begins by summarizing the steps necessary to plan and manage
 a volunteer monitoring program, including setting general goals, identifying the
 uses and users of collected data, and establishing sound quality assurance
 procedures. Rather than addressing every parameter and method that might be
 monitored by the citizen volunteer, this manual concentrates special attention on
 three of the most common lake pollution problems: increased algal growth;
 increased growth of rooted aquatic plants; and lowered or fluctuating levels of
 dissolved oxygen. All three are common symptoms of human-induced (cultural)
 eutrophication. Other lake conditions that can be monitored by volunteers are
 also briefly discussed including sedimentation, turbidity, lake acidification, and
 bacteriological condition.

 Increased Algal Growth

   This manual discusses three parameters most commonly used by volunteer
monitoring programs to measure the algal condition of a lake: Secchi disk
transparency (a measure of water clarity and, indirectly, of algal density);
chlorophyll a (a more reliable indicator of algal density); and total phosphorus

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          EXECUTIVE SUMMARY;
(a measure of water fertility). Ideally, all three should be measured in a monitor-
ing program. Step-by-step instructions are provided on sampling procedures.

Increased Growth of Rooted Aquatic Plants
   Three procedures are recommended for assessing the overgrowth of rooted
aquatic plants: mapping the distribution of plant beds in the lake; estimating the
density of plants along a transect line in a selected part of the lake; and collecting
plant specimens for professional identification. Specific procedures are outlined.

Lowered or Fluctuating Levels of Dissolved Oxygen
   Dissolved oxygen conditions are best characterized by measuring the dis-
solved oxygen and temperature profiles of the lake (measurements taken from
the lake surface to the lake bottom at set intervals).

   In addition to discussing specific sampling methods and equipment, this
manual outlines a specific volunteer training process. Training the citizen
volunteer is an essential component of a successful monitoring program. Time
and resources should be budgeted up front to plan, present, and evaluate volun-
teer training, both at the start of the program and as periodic follow-up and
"continuing education." The payoff includes: more effective, involved, and
confident volunteers; better data; and more efficient use of the coordinator's (and
volunteer's) time and energy.

   This manual concludes with advice on how to present volunteer-collected
data. After all, a volunteer program is of little value if the generated data are not
translated into information useful both to the volunteers and to the managers of
the program.  Hints and examples are provided on presenting data results to
meet the needs and level of knowledge of the data users.

   This manual attempts to provide a comprehensive overview of standard lake
volunteer monitoring methods. However, it cannot claim to cover every conceiv-
able approach. Methods and equipment other than those described here may be
perfectly acceptable and meet the needs of the programs that employ them.

   Reference documents and material from existing lake volunteer monitoring
programs are cited at the end of each chapter to provide the reader with addi-
tional detailed information on methods, limnology, data quality considerations,
and program planning. Anyone interested in establishing a lake volunteer
monitoring program is strongly encouraged to consult these references and to
evaluate the experiences, goals, and techniques of the many successful volunteer
lake monitoring programs already underway.

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           Chapter 1
         Introduction
r-r

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CHAPTER 1
1.A Purpose of {his Manual

   The purpose of this manual is to
present methods for monitoring
important lake conditions using citizen
volunteers. This information will be
helpful to agencies, institutions, and
private citizens wishing to start new
volunteer monitoring efforts, as well
as those who may want to improve an
existing program. The citizen volun-
teer who uses these techniques will be
able to collect reliable data that can be
used with confidence for a variety of
resource management purposes.

   This document is
designed as a companion
manual to a guide pro-
duced by the U.S. Environ-
mental Protection Agency
(EPA) entitled Volunteer
Water Monitoring: A Guide
for State Managers. The
EPA guide describes the
role of citizen volunteer
monitoring in state pro-
grams and discusses how a
state monitoring program
can best be organized and
administered.
                              Copies of the EPA's Volunteer Water
                           Monitoring: A Guide for State Managers
                           may be obtained by contacting:

                           U.S. Environmental Protection Agency
                           Office of Wetlands, Oceans, and
                             Watersheds
                           Assessment & Watershed Protection Div.
                           WH-553
                           401M Street, S.W.
                           Washington, D.C. 20460

                              Volunteer Lake Monitoring: A
                           Methods Manual extends the concepts
                           and procedures developed by the EPA
                           guide and puts them in a "how to do
                           it" context specifically for volunteer
                           lake monitoring programs.
                               1DLUNTEER WATER
                               MONITORING:
                               A Guide
                               For State
                               Managers

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                                              INTRODUCTION
1.B  Manual Organization

   Volunteer Lake Monitoring: A
Methods Manual is organized into eight
chapters.

  Chapter 1: Introduction

    This chapter provides an over-
    view for the manual and dis-
    cusses planning a lake monitoring
    program. Topics include setting
    general goals, identifying uses
    and users of the data, and devel-
    oping quality assurance and
    quality control procedures.

  Chapter 2: Focusing on a Lake
    Condition

    This chapter introduces the three
    lake conditions most suitable for
    volunteer monitoring: algae;
    (rooted) aquatic plants; and
    dissolved oxygen. Other condi-
    tions that could be considered for
    monitoring are also discussed.

 ChapterS: Monitoring Algae

 Chapter 4: Monitoring Aquatic
    Plants

 Chapters: Monitoring Dissolved
    Oxygen

 Chapter 6: Monitoring Other Lake
    Conditions

   These four chapters identify
   monitoring parameters that can
   be used to characterize each of
   the lake conditions introduced in
   Chapter 2. Sampling design
   issues discussed include where
   and how often volunteers should
   sample. Procedures for sampling
   are also defined in a step-by-step
   manner.

Chapter 7: Training Citizen Volun-
   teers

   This chapter defines a training
   process that can be used to
   educate volunteers on sampling
   procedures. Included are sections
   on how to write a job description
   for volunteers and how to plan,
   present, and evaluate volunteer
   training.

ChapterS: Presenting Volunteer
   Monitoring Results

   This chapter recommends ways
   to present the lake monitoring
   data results using graphs and
   summary statistics.

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          CHAPTER 1
1.C Planning a Monitoring
     Program

   The steps necessary to plan and
manage a successful volunteer moni-
toring program are well covered in
EPA's Volunteer Water Monitoring: A
Guide for State Managers.  Topics in this
guide include how to establish goals,
identify data uses and users, assign
staff responsibilities, establish a pilot
program, prepare a quality assurance
plan, and fund a program.

   The purpose of this companion
manual is not to repeat material
presented in the Guide for State Manag-
ers but rather to provide specific
information concerning the adminis-
tration of a lake monitoring program.
To do this adequately, however, a few
of the guide's key concepts need to be
highlighted in the context of planning
a lake monitoring program.

Setting General Goals

   Volunteers or agencies that begin a
volunteer lake monitoring program
face an almost bewildering array of
planning decisions. Therefore, EPA
has set out certain guidelines to help in
planning and implementing volunteer
programs.

   As a first step, organizers of
volunteer programs should establish
their general goals. Are they inter-
ested in providing credible informa-
tion on water quality conditions to
State and local agencies? Or are they
primarily interested in educating the
public about water quality issues? Do
they wish to build a constituency of
involved citizens?

   All three goals can be achieved by a
well-organized and maintained
program, but it is important to deter-
mine which of these goals is para-
mount.  This methods manual is
directed primarily to those volunteer
programs that seek to improve the
understanding of lake conditions and
protection needs by supplementing
State-collected water quality data with
credible volunteer-collected data.

Identifying Data Uses

   Early in the planning stage, orga-
nizers should identify how data
collected by the lake volunteer pro-
gram will be used and who will use it.
Data can be used to establish baseline
conditions, determine trends in water
quality, or identify current and
emerging problems.

   Prospective users of volunteer-
collected data include State water
quality analysts, planners, fisheries
biologists, agricultural agencies, and
parks and recreation staffs; local
government planning and zoning
agencies; university researchers; and
Federal agencies such as the U.S.
Geological Survey, U.S. Fish and
Wildlife Service, U.S. EPA, and U.S.
Department of Agriculture. A plan-
ning committee made up of represen-
tatives from the identified data users
should be convened early in the
development of a program.

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                                              INTRODUCTION 3  15
    Initially, the planning committee
 must make several important deci-
 sions in the development of a volun-
 teer monitoring program. Basically,
 the committee must decide:

  • What the major goal of the
     program will be;
  • What existing or potential lake
     condition will be the focus of
     monitoring;
  • What sampling parameters
     should be used to characterize the
     selected lake condition;
  • What procedures volunteers
     should use to sample each
     parameter;
  •  How volunteers will be trained;
     and
  •  How the results of monitoring
     will be presented.

    Once the monitoring program is
established, the planning committee
should meet periodically to evaluate it,
update objectives, and fine-tune
activities.  This review should ensure
that the volunteer monitoring efforts
continue to provide useful information
to those who need lake data.

Establishing Quality Assurance
and Quality Control

   Many potential users of volunteer
data believe that only professionals
can conduct sampling and generate
high quality results.

   This is not true. Given proper
training and supervision, dedicated
volunteers can conduct monitoring
activities and collect samples that yield
high quality data. To ensure that this
occurs, any volunteer lake monitoring
program that seeks to have its data
used must adopt effective quality
assurance/quality control (QA/QC)
responsibilities.

   The planning of QA/QC proce-
dures begins with the development of
data quality objectives. The objectives
are defined by data users and establish
the uncertainty that can be tolerated
for their specific purposes.  There are
five major areas of uncertainty that
should be evaluated when formulating
data quality objectives.

 • Accuracy is the degree of agree-
    ment between the sampling result
    and the true value of the param-
    eter being measured. Accuracy is
    most affected by the equipment
    and the procedure used to
    measure a sample parameter.
 • Precision, on the other hand,
    refers to how well you are able to
    reproduce the data result on the
    same sample (regardless of
    accuracy). Human error in
    sampling techniques plays an
    important role in estimating
    precision.
 • Representativeness is the degree
    to which the collected data
    accurately and precisely represent
    the lake condition being mea-
    sured. It is most affected by
    sample site location.  For ex-
    ample, if the monitoring objective

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          CHAPTER 1
    is to characterize the algal condi-
    tion in a lake, taking a sample
    along the shore near an inlet
    stream may not be a good repre-
    sentation of the conditions in the
    lake as a whole.

 •  Completeness is a measure of the
    amount of valid data obtained
    versus the amount expected to be
    obtained as specified by the
    original sampling design objec-
    tives. It is usually expressed as a
    percentage. For example, if 100
    samples were scheduled, but
    volunteers only sampled 90 times
    because of bad weather, broken
    equipment, and so forth, the
    completeness record would be 90
    percent.

 •  Comparability is very important
    to the manager of a citizen
    monitoring program because it
    represents how well data from
    one lake can be compared  to data
    from another. As part of a
    statewide or regional report on
    the volunteer monitoring pro-
    gram, most managers compare
    one lake to another. It is vital,
    therefore, that sampling methods
    and procedures are the same from
    lake to lake.

   When forming data quality objec-
tives, the planning committee must
also examine the program budget.
Sophisticated analysis of some  param-
eters (yielding high precision and
accuracy) usually comes at higher
costs in terms of equipment, proce-
dures, laboratory fees, agency time,
and citizen training. These higher
costs may be worthwhile if the pro-
gram is oriented toward supplement-
ing agency data collection.

   For programs oriented more
toward public education and partici-
pation, the use of less sensitive equip-
ment and procedures may be in order.
In this case, budget money could be
better spent for public awareness
materials and supporting an increase
in citizen monitors. An efficient
sampling design is one that balances
cost components with acceptable
levels of uncertainty in context with
program goals and objectives.

   It is important to be aware that EPA
requires that all its national program
offices, regional offices, and laborato-
ries participate in a centrally planned,
directed, and coordinated  Agencywide
QA/QC program.  As stated in the
EPA document, Volunteer Water
Monitoring: A Guide for State Managers,
"This effort also applies to efforts
carried out by the States and interstate
agencies that are supported by EPA
through grants, contracts or other
formalized agreements."

   The EPA QA program is based
upon EPA Order 5360.1, "Policy and
Program Requirements to Implement the
Quality Assurance Program," which
describes the policy, objectives, and
responsibilities of all EPA  program
and regional offices.

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   EPA Order 5360.1 also requires
State monitoring programs supported
by EPA grants to prepare Quality
Assurance Project Plans. There are 16
major elements contained in a Quality
Assurance Project Plan.

  1. Title Page: includes the name of
    the project officer, the immediate
    supervisor, the funding organiza-
    tion and others with major
    responsibility for the project.

  2. Table of Contents: lists the
    included elements and appendi-
    ces in the report.

  3. Project Description: states the
    purpose of the project.

  4. Project Organization and Re-
    sponsibility: identify the struc-
    ture or organization responsible
    for the implementation of the
    program.

 5. QA Objectives: list the QA
    objectives for each major mea-
    surement parameter for precision,
    accuracy, representativeness,
    completeness, and comparability.

 6.  Sampling Procedures: describe
    how parameters are monitored.

 7.  Sample Custody: identifies chain
    of custody for field sampling and
    laboratory operations.
             -  #j
 8.  Calibration Procedures and
    Frequency:  describe methods for
    maintaining accuracy and preci-
    sion of sampling equipment.
  9. Analytical Procedures: docu-
    ment how parameters are ana-
    lyzed.

 10. Data Reduction, Validation, and
    Reporting: address the activities
    involved in an overall data
    management plan.

 11. Internal Qualify Control Checks:
    discuss quality control proce-
    dures.

 12. Performance and System Audits:
    evaluate all components of the
    measurement system including
    equipment, personnel, and
    procedures.

 13. Preventive Maintenance:
    ensures there are no gaps in the
    data gathering activities.

 14. Specific Routine Procedures
    Used to Assess Data Precision,
    Accuracy, and Completeness:
    identify the methods to calculate
    precision and accuracy and how
    calibration and comparability
    studies are undertaken.

15. Corrective Action: identifies
    limits for data acceptability and
    corrective procedures if data are
    found unacceptable.

16. Quality Assurance Reports:
    describe the format and schedule
    for the submission of reports that
    assess data accuracy, precision
    and completeness, the results of
    QC sessions and audits, and any
    significant QA problems with
    recommended solutions.

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          CHAPTER 1
   Data documentation is another
crucial aspect of QA/QC procedures.
Careful and thorough documentation
of any data base used to store and
manage volunteer data ensures that it
can be used with confidence. Appro-
priate documentation is especially
important if data are to be entered into
a State (or other formal) data base.
   Volunteer Water Monitoring: A Guide
for State Managers provides additional
specific direction on developing data
quality objectives, quality assurance
project plans, and data documentation
files. Chapter 8 of this manual further
discusses how to analyze and present
volunteer data.
References

    U.S. Environmental Protection Agency. 1980. Guidelines and Specifications for
    Preparing Quality Assurance Project Plans. QAMS-005/80. Washington, DC.

    	. 1984. The Development of Data Quality Objectives, Washington, DC.

            _. 1984. Guidance for Preparation of Combined Work/Quality Assurance
     Project Plans for Environmental Monitoring. OWRS QA-1. Washington, DC.

     	. 1988. Guide for Preparation of Quality Assurance Project Plans for the
     National Estuarine Program, Interim Final.  EPA 556-2-88-001. Washington
     D.C: Off. Mar. Estuarine Prot., Washington, DC.

            _. April 1990. Rhode Island Sea Grant College Program. National
     Directory of Citizen Volunteer Environmental Monitoring Programs. EPA 440/9-
     90-004. Off. Water, Washington, DC.

     	. August 1990. Volunteer Water Monitoring: A Guide for State Manag-
     ers. EPA 440/4-90-010.  Off. Water, Washington, DC.

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          Chapter 2
       Focusing on a
      Lake Condition
i—<

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  10     CHAPTER 2
2.A Introduction

   It is beyond the scope of any
monitoring program to sample for
every condition that can be found in a
lake. Therefore, an initial task is to
decide where to focus sampling
efforts. This chapter discusses lake
conditions that make good candidates
for citizen monitoring.

   Of all the water quality issues
facing lakes nationwide, it is those
conditions associated with a phenome-
non known as eutrophication that cause
the greatest concern among lake users.
Eutrophication is a term used to
describe the aging of a lake. This aging
process results from the accumulation
of nutrients, sediments, silt, and
organic matter in the lake  from the
surrounding watershed.

   Eutrophication can be accelerated
when human activity occurs in the
watershed. If proper controls are not
in place, pollutants from agricultural,
urban, and residential developments
can easily be carried into lakes and
their tributaries.
Accelerated Eutrophication
                 PLUS

               Nutrients

               Sediments

                  Silt

             Organic matter
                                                Adapted from:
                                                The Lake and Reservoir
                                                Restoration Guidance Manual

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                          FOCUSING ON A LAKE CONDITH
   Symptoms of human-induced (or
cultural) eutrophication are:

  •  increased algal growth (stimu-
     lated by increased supply of
     nutrients);
  •  increased rooted aquatic plant
     growth (stimulated by the
     increased supply of nutrients as
     well as the creation of additional
     shallow growing areas via the
     accumulation of sediments, silt
     and organic matter); and
  •  lower dissolved oxygen concen-
     trations in all or parts of the lake
     (as a result of increased plant
     respiration and the decomposi-
     tion of organic matter by bacteria
     and other microorganisms.  This
     lack of oxygen can kill fish and
     other aquatic life).

   The emphasis of this manual is on
how citizen volunteers can monitor
one or more of the lake conditions
listed above. These conditions are
usually considered symptomatic of
cultural eutrophication.

   Although related, each condition
nevertheless has a unique set of
parameters that characterize its
attributes. It is important to remember
that sampling for one condition will
not necessarily yield information
about another. If, for example, a lake
has an aquatic plant problem, a
monitoring program that focuses on
algae will not provide the necessary
answers to solve that problem.
   The reader should be aware that
there are several other lake conditions
that could be a potential focus for a
citizen monitoring program. Four
notable candidates are:

  • sedimentation on the lake bottom
    (reduction of water depth);
  • sediment turbidity (reduction of
    water clarity as a result of sus-
    pended sediment);
  • lake acidification; and
  • bacterial pollution of bathing
    beaches.

   Each of these conditions has the
potential to severely affect the water
quality and recreational use of a lake.
In many lakes, they are monitored by
agency staff or contracted profession-
als. These lake conditions can, how-
ever, be monitored by volunteers. For
this reason, they also will be briefly
discussed in this manual.

   The following sections provide
background on each of the lake
conditions that could be considered
candidates for a citizen monitoring  ;
program.

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  12     CHAPTER 2
2.8  Algae

   Algae are photosynthetic plants
that contain chlorophyll and have a
simple reproductive structure but do
not have tissues that differentiate into
true roots, stems, or leaves. They do,
however, grow in many forms. Some
species are microscopic single cells;
others grow as mass aggregates of
cells (colonies) or in strands (fila-
ments).  Some even resemble plants
growing on the lake bottom.

   The algae are an important living
component of lakes. They:

 • convert inorganic material to
    organic matter through photosyn-
    thesis;
 • oxygenate the water, also through
    photosynthesis;
 • serve as the essential base of the
    food chain; and
 • affect the amount of light that
    penetrates into the water column.

   Like most plants, algae require
light, a supply of inorganic nutrients,
and specific temperature ranges to
grow and reproduce. Of these factors,
it is usually the supply of nutrients
that will dictate the amount of algal
growth in a lake. In most lakes,
increasing the supply of nutrients
(especially phosphorus) in the water
will usually result in a larger algal
population.
    ALGAE GROWTH FORMS
Single cell algae
Colonial algae
Filamentous algae
                                      Drawings from:
                                      Standard Methods for the Examination of
                                      Water and Wastewater

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                           FOCUSING ON A LAKE CONDITION
 Factors that Affect Algal
 Growth

    There are a number of environmen-
 tal factors that influence algal growth.
 The major factors include:

  • the amount of light that pen-
     etrates the water (determined by
     the intensity of sunlight, the
     amount of suspended material,
     and water color);
  • the availability of nutrients for
     algal uptake (determined both by
     source and removal mechanisms);
  • water temperature (regulated by
     climate, altitude, et cetera);
  •  the physical removal of algae by
     sinking or flushing through an
     outflow;
  •  grazing on the algal population
     by microscopic animals, fish, and
     other organisms;
  •  parasitism by bacteria, fungi, and
     other microorganisms; and
  •  competition pressure from other
     aquatic plants for nutrients and
     sunlight.

   It is a combination of these and
other environmental factors that
determines the type and quantity of
algae found in a lake. It is important
tp npte, however, that these factors are
always in a state of flux. This is
because a multitude of events, includ-
ing the change of seasons, develop-
ment in the watershed, and rainstorms
constantly create "new environments"
in a lake.
    These environmental changes may
 or may not present optimal habitats
 for growth or even survival for any
 particular species of algae. Conse-
 quently, there is usually a succession
 of different species in a lake over the
 course of a year and from year to year.

 The Overgrowth of Algae

   Excessive growth of one or more
 species of algae is termed a bloom.
 Algal blooms, usually occurring in
 response to an increased supply of
 nutrients, are often a disturbing
 symptom of cultural eutrophication.
   Blooms of algae can give the water
 an unpleasant taste or odor, reduce
 clarity, and color the lake a vivid
 green, brown, yellow, or even red,
 depending on the species. Filamen-
 tous and colonial algae are especially
 troublesome because they can mass
 together to form scums or mats on the
 lake surface. These mats can drift and
 clog water intakes, foul beaches, and
 ruin many recreational opportunities.
   Citizen programs designed to
monitor the algal condition of a lake
usually require the volunteers to
measure:
    the water clarity;
    the density of the algal popula-
    tion; and
    the concentration of the critical
    algal nutrient, phosphorus.

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  14     CHAPTER 2
2.C Aquatic Plants

   Aquatic plants have true roots,
stems, and leaves. They, too, are a
vital part of the biological community
of a lake. Unfortunately, like algae,
they can overpopulate and interfere
with lake uses.

   Aquatic plants can be grouped into
four categories.

  •  Emergent plants are rooted and
     have stems or leaves that rise well
     above the water surface. They
     grow in shallow water or on the
     immediate shoreline where water
     lies just below the land surface.
     They are generally not found in
     lake water over two feet deep.
Rooted floating-leaved plants have
leaves that rest on, or slightly
above, the water surface. These
plants, whose leaves are com-
monly called lily pads or "bon-
nets," have long stalks that
connect them to the lake bottom.
Submergent plants grow with all
or most of their leaves and stems
below the water surface.  They
may be rooted in the lake bottom
or free-floating in the water.
Most have long, thin, flexible
stems that are supported by the
water. Most submergents flower
above the surface.
Free-floating plants are found on
the lake surface. Their root
systems hang freely from the rest
of the plant and are not connected
to the lake bottom.
                           Aquatic Plant Growth Types
     Emergent   Rooted floating-leaved  Submergent  Free-floating   Open water
                                          Adapted from:
                                          Diet for a Small Lake: A New Yorker's
                                          Guide to Lake Management

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                          FOCUSING ON A LAKE CONDITION
   Through photosynthesis, aquatic
plants convert inorganic material to
organic matter and oxygenate the
water. They provide food and cover
for aquatic insects, crustaceans, snails,
and fish. Aquatic plants are also a
food source for many animals. In
addition, waterfowl, muskrats, and
other species use aquatic plants for
homes and nests.

   Aquatic plants are effective in
breaking the force of waves and thus
reduce shoreline erosion. Emergents
serve to trap sediments, silt, and
organic matter flowing off the water-
shed. Nutrients are also captured and
utilized by aquatic plants, thus pre-
venting them from reaching algae in
the open portion of a lake.

Factors that Affect Aquatic
Plant Growth

   There are many factors that affect
aquatic plant growth including:

 • the amount of light that pen-
    etrates into the water;
 • the availability of nutrients in the
    water (for free-floating plants)
    and in the bottom sediments (for
    rooted plants);
 • water and air temperature;
 • the depth, composition, and
    extent of the bottom sediment;
 • wave action and/or currents; and
 • competition pressure from other
    aquatic plants for nutrients,
    sunlight, and growing space.
 The Overgrowth of Aquatic
 Plants

   Excessive growth of aquatic plants
 is unsightly and can severely limit
 recreation. Submergents and rooted
 floating-leaf plants hinder swimmers,
 tangle fishing lines, and wrap around
 boat propellers. Fragments of these
 plants can break off and wash up on
 beaches and dog water intakes.

   For many species, fragmentation is
 also a form of reproduction. An
 overgrowth problem can quickly
 spread throughout a lake if boat
 propellers, harvesting operations, or
 other mechanical actions fragment the
 plants, allowing them to drift and
 settle in new areas of the lake.

   Free-floating plants can collect in
 great numbers in bays and coves due
 to prevailing winds. Emergent plants
 can also be troublesome if they ruin
 lake views and make access to open
 water difficult. In addition, they
 create areas of quiet water where
 mosquitoes can reproduce.

   Citizen monitoring programs
designed to characterize the aquatic
plant condition usually:

 •  map the distribution of plant beds
    in the lake;
 •  estimate the density of plants
    along a transect line in a selected
    area; and
 •  collect specimens for professional
    identification.

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  16     CHAPTER 2
2.D Dissolved Oxygen

   The amount of oxygen in the water
is an important indicator of overall
lake health. In fact, much information
can be learned about a lake by examin-
ing just this parameter.

   Oxygen plays a crucial role in
determining the type of organisms
that live in a lake. Some species, such
as trout, need consistently high
oxygen concentrations to survive.
Other aquatic species are more toler-
ant of low or fluctuating concentra-
tions of oxygen.

   Oxygen is supplied naturally to a
lake by:

 •  the diffusion of atmospheric
     oxygen into the water; and
 •  the production of oxygen through
     photosynthesis by aquatic plants
     and algae.

   Oxygen is easily dissolved in
water. In fact, it is so soluble that
water can contain a greater percentage
of oxygen than the atmosphere.
Because of this phenomenon, oxygen
naturally moves (diffuses) from the air
into the water. Agitation of the water
surface by winds and waves enhances
this diffusion process.

   Vertical mixing of the water, aided
by winds, distributes the oxygen with-
in the lake. In this manner, it becomes
available to the lake's community of
oxygen-breathing organisms.
   Water temperature affects the
capacity of water to retain dissolved
oxygen. Cold water can hold more
oxygen than warm water. Therefore, a
lake will typically have a higher
concentration of dissolved oxygen
during the winter than the summer.

Factors that Determine Dis-
solved Oxygen Concentration

   There are a number of factors that
determine the amount of oxygen
found in a lake including:

  • climate;
  • water temperature and thermal
    stratification of the water column;
  • wind and waves that create
    movement on the surface and aid
    diffusion from the atmosphere;
  • the amount of algae and aquatic
    plants (oxygen is added to the
    water as a by-product of photo-
    synthesis);
  • the amount of respiring life forms
    including algae, aquatic plants,
    fish, bacteria, fungi, and protozo-
    ans (respiration removes oxygen
    from the water and produces
    carbon dioxide);
  • the rate at which organic matter
    reaches the lake bottom and is
    decomposed by respiring micro-
    organisms (influenced by growth
    and death rates of life forms in
    the lake and the input of organic
    material from incoming streams
    and surface runoff);

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                          FOCUSING ON A LAKE CONDITION
  •  the oxygen content of incoming
     ground water and surface
     streams; and
  •  the shape and depth of the lake
     basin.

 Fluctuating Oxygen
 Concentrations

   Oxygen is essential for aquatic life.
 Without oxygen, a lake would be an
 aquatic desert devoid of fish, plants,
 and insects. For this reason, many
 experts consider dissolved oxygen to
 be the most important parameter used
 to characterize lake water quality.

   Algae and aquatic plants produce
 oxygen as a by-product of photosyn-
 thesis but also take in oxygen for
 respiration. Respiration occurs all the
 time, but photosynthesis occurs only
 in the presence of light. Consequently,
 a lake that has a large population of
 algae or plants can experience a great
 fluctuation in dissolved oxygen
 concentration during a 24-hour period.

   During a sunny day, photosynthe-
 sis occurs and can supersaturate the
 water with oxygen. At night, plants
 no longer produce oxygen; however,
 they continue to consume oxygen for
 respiration. In some lakes after dark,
 dissolved oxygen can be depleted by
 the plants at a rate faster than it can be
 diffused into the lake from the atmos-
phere. In extreme cases, the oxygen in
 the water can become depleted. This
lack of oxygen will cause fish and
other aquatic organisms to suffocate.
    Extreme fluctuations of dissolved
 oxygen concentrations place great
 stress on the oxygen-breathing crea-
 tures in the lake. Only tolerant species
 can survive in this type of environ-
 ment. Unfortunately, tolerant species
 are usually the least desirable for
 recreational purposes. Carp are an
 example of a tolerant fish. Trout, on
 the other hand, are highly intolerant of
 fluctuating oxygen levels.

   In addition to the impact on living
 organisms, the lack of oxygen in a lake
 also has profound effects on water
 chemistry and eutrophication. To
 explain this situation, one must
 understand the temperature cycle,
 how it affects water density, and the
 phenomena of lake overturn and thermal
 stratification.

 The Temperature Cycle

   Most U.S. lakes with a depth of 20
 feet or more stratify into two tempera-
 ture-defined layers during the summer
 season. The water in the upper layer
 (epilimnion) is warm, well lit, and
 circulates easily in response to wind
 action. The deep layer (hypolimnion) is
 dark, cold, more dense, and stagnant.
   These two layers are separated by a
 transition zone (metalimnion) where
 temperatures change rapidly with
 depth. The metalimnion functions as a
barrier between the epilimnion and
 the hypolimnion.

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  18     CHAPTER 2
   The magnitude of the temperature
difference between the two layers
defines how resistant they are to
mixing.  A large temperature differ-
ence means that the layers are stable
and that it would take a great deal of
wind energy to break down the
stratification and mix the layers.
   In the fall, lowered air tempera-
tures eventually cool the waters in the
upper layer to a point where they
become  the same temperature (and
density) as the lower layer.  At this
time, the resistance to mixing is
removed and the entire lake freely
circulates in response to wind action.
This action is known as fall overturn.
   Layers again form during the
winter.  However, it is the upper zone
that is slightly colder than the deeper
layer. In the spring, increasing air
temperatures warm the upper layer to
a point that it becomes the same
temperature as the bottom zone.
Wind action then mixes the entire lake
and spring overturn occurs.

Oxygen Depletion in the Lower
Layer

   Bacteria, fungi, and other organ-
isms living on the lake bottom break
down organic matter that originates
from the watershed and the lake itself.
Algae, aquatic plants, and animals all
provide food for these decomposers
when they excrete, shed, and die. Like
higher forms of life, most decomposers
need oxygen to live and perform their
important function.
   The mixing action of spring and fall
overturn distributes oxygen through-
out the water column. During sum-
mer stratification, however, the lower
layer is cut off from the atmosphere.
There is also usually too little light to
support photosynthesis by algae or
aquatic plants. Therefore, with no
supply source, what oxygen there is
in the lower layer can be progressively
depleted by an active population of
decomposers.

   When the dissolved oxygen
concentration is severely reduced, the
bottom organisms that depend on
oxygen either become dormant, move,
or die. Fish and other swimming
organisms cannot live in the lower
layer. As a result, trout and other
game fish that require deep, cold
water and high oxygen levels may be
eliminated from the lake altogether.

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     A TYPICAL THERMALLY STRATIFIED LAKE IN MIDSUMMER
         I = Water Temperature

         O = Dissolved Oxygen in
             an Unproductive Lake

         • = Dissolved Oxygen in
             a Productive Lake
32  41   50   59   68   77

     Temperature (°F)

0   2   4   6    8   10
I     ••    ••!
 Dissolved Oxygen (mg/L)
   The temperature profile (curved solid line) illustrates how rapidly the water temperature
decreases in the metalimnion compared to the nearly uniform temperatures in the epilimnion
and hypolimnion. The metalimnetic density gradient associated with this region of rapid
temperature change provides a strong, effective barrier to water column mixing during the
summer. Open circles represent the dissolved oxygen profile in an unproductive lake.
Oxygen increases slightly in the hypolimnion because oxygen solubility is greater in colder
water.  In contrast, the solid circles represent the oxygen profile in a productive (eutrophic)
lake in which the rate of organic matter decomposition is sufficient to deplete the oxygen
content of the hypolimnion.

                                                   Adapted front:
                                                   The Lake and Reservoir
                                                   Restoration Guidance Manual

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  20     CHAPTER 2
Other Problems Caused by
Lower Layer Oxygen Depletion

   Oxygen depletion in the lower
layer occurs "from the lake bottom
up." This is because most decompos-
ers live in or on the lake sediments.
Through respiration, they will steadily
consume oxygen. When oxygen is
reduced to less than one part per
million on the lake bottom, several
chemical reactions occur within the
sediments. Notably, the essential
plant nutrient, phosphorus, is released
from its association with sediment-
bound iron and moves freely into the
overlying waters.

   If wind energy breaks down a
lake's stratification, this phosphorus
may be transported into the upper
layer where it can be used by algae
and aquatic plants. This internal pulse
of phosphorus (often termed internal
loading) can thus accelerate algal and
aquatic plant problems associated with
cultural eutrophication.

   Iron and manganese are also
released from the sediments during
anoxic (no oxygen) periods. These
elements can cause taste and odor
problems for those who draw water
from the lower layer for drinking or
domestic purposes.

   Fortunately, many of the negative
effects of anoxic conditions are elimi-
nated during overturn. As the waters
of the lake are mixed and re-oxygen-
ated,  many of the constituents re-
leased from the sediments chemically
change and precipitate bade on to the
lake bottom.  Others are reduced in
concentration by their dilution into the
waters of the entire lake.

   Overturns do also bring nutrients
back up to the surface where they
become available to the algae. There-
fore, it is not unusual to see algal
blooms associated with overturns.

   Citizen monitoring programs
designed to characterize the dissolved
oxygen condition in lakes have
volunteers:

  • measure dissolved oxygen from
    the surface to bottom; and
  • measure water temperature from
    the surface to bottom.

   These temperature and dissolved
oxygen profiles help define the ther-
mal layers and identify any oxygen
deficit within the water column.

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                           FOCUSING ON A LAKE CONDITION
 2.E  Other Lake Conditions

 Sediment Deposition

    The gradual filling-in of a lake is a
 natural consequence of eutrophication.
 Streams, stormwater runoff, and other
 forms of moving water carry sand, silt,
 clays, organic matter, and other
 chemicals into the lake from the
 surrounding watershed. These
 materials settle out once they reach
 quieter waters. The rate of settling is
 dependent on the size of the particles,
 water velocity, density, and tempera-
 ture.

    The sediment input to a lake can be
 greatly accelerated by human develop-
 ment in the watershed. In general, the
 amount of material deposited in the
 lake is directly related to the use of
 watershed land. Activities that clear
 the land and expose soil to winds and
 rain (e.g., agriculture, logging, and site
 development) greatly increase the
 potential for erosion. These activities
 can significantly contribute to the
 sediment pollution of a lake unless
 erosion and runoff is carefully man-
 aged.

    Sediment material from the water-
 shed tends to fertilize aquatic plants
 and algae because phosphorus,
 nitrogen, and other essential nutrients
 are attached to incoming particles. If a
 large portion of the material is organic,
 dissolved oxygen can decrease as a
 result of respiration of decomposers
breaking down the organic matter.
    Sedimentation also can ruin the
 lake bottom for aquatic insects,
 crustaceans, mussels, and other
 bottom-dwelling creatures. Most
 important, fish spawning beds are
 almost always negatively affected.

    The input of sediments to a lake
 makes the basin more shallow, with a
 corresponding loss of water volume.
 Thus, sedimentation affects navigation
 and recreational use and also creates
 more fertile growing space for plants
 because of increased nutrients and
 exposure to sunlight.

    Citizen volunteer programs that
 focus on sedimentation generally
 measure sediment buildup over time
 at a few select sites (e.g., near the
 mouth of a stream).

 Sediment Turbidity

    Not all sediment particles quickly
 settle to the lake bottom. The lighter,
 siltier particles often stay suspended in
 the water column or settle so lightly on
 the bottom that they can be easily
 stirred up and resuspended with even
 slight water motion. This causes the
 water to be turbid and brownish in
 appearance. Sediment blocks light
 from penetrating into the water
 column. It also interferes with the gills
 of fish and the breathing mechanism
 of other creatures.

   Volunteer programs that focus on
 sediment turbidity will usually
 monitor water clarity and the amount
of suspended solids in the water.

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  22     CHAPTER 2
Lake Acidification

   Acidity is a measure of the concen-
tration of hydrogen ions on a pH scale
of 0 to 14. The lower the pH, the
higher the concentration of hydrogen
ions. Substances with a pH of 7 are
neutral. A reading less than 7 means
the substance is acidic. If the pH is
greater than 7, it is basic (alkaline).
Because the pH scale is logarithmic,
each whole number increase or
decrease on the 0 to 14 scale represents
a 10-fold change in acidity.

   Acidic lakes occur in areas where
the watershed soils have little natural
buffering capacity. Acidic deposition
(commonly called acid rain) and other
artificial or natural processes can
further contribute to lake acidity.
Most aquatic plants and animals are
sensitive to changes in pH. Thus,
acidic lakes tend to be clear because
they contain little or no algae. Fish are
also thought to be negatively affected
by lowered pH. In fact, many acidic
lakes have no fish populations.

    Acid rain occurs in areas where
the combustion of fossil fuels increases
the concentration of sulfuric and nitric
acids in the atmosphere. These acids
can be transported thousands of miles
and eventually deposited back to earth
in rain or snow.

   Acidity may also enter lakes from
drainage that passes through naturally
acidic organic soils. These soils may
become more acid through land use
practices such as logging and mining.
   Acidic drainage from abandoned
mines affects thousands of miles of
streams and numerous lakes through-
out Appalachia. Acid mine drainage
also occurs in the Midwest coalfields
of Illinois, Indiana, and Ohio, and in
coal and metal mining areas of the
western United States.

   Volunteer programs that focus on
acidification generally sample for pH
and alkalinity. These are two mea-
surements that provide an indication
of the acid/base status and the buffer-
ing capacity of the water, respectively.

Bacteriological Conditions at
Beaches

   The sanitary quality of bathing
beaches is a special concern to swim-
mers. There are a wide variety of
disease-causing bacteria, viruses,
parasites, and other microorganisms
that can enter the water and be trans-
mitted to humans. Some are indig-
enous to natural waters. Others are
carried from wastewater sources
including septic systems and runoff
from animal and wildfowl areas.
Infected  swimmers themselves are also
a source of pathogens.

   The ideal way to determine poten-
tial health hazards at natural bathing
beaches is to test directly for disease-
causing organisms. Unfortunately, the
detection of these organisms requires
very complex procedures and equip-
ment. In addition, there are hundreds
of different kinds of pathogens; to test
for each one would be impractical.

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   Most public health officials, there-
fore, simply test for the presence of an
indicator organism. The relative abun-
dance of the indicator organism in a
sample can serve as a warning of the
likely presence of other, more danger-
ous pathogens in the water.

   Citizen volunteer programs that
focus on bacterial quality at bathing
beaches as the lake condition to be
monitored generally sample for one or
more indicator organisms throughout
the swimming season.
   The indicator organisms most often
chosen for monitoring are fecal
coliform bacteria or enterococci
bacteria. The latter group of bacteria is
more disease-specific and may be most
appropriate for routine sample analy-
sis. Usually, health departments
recommend weekly sampling for
bathing areas.
                         Swimmer's Itch


     In some regions, schistosome cercarial dermatitis or swimmer's itch is a
  problem condition. Swimmer's itch is caused by a parasitic flatworm that
  lives in the bloodstream of a host aquatic bird species. The eggs of the
  flatworm are passed into the lake in the excrement of the bird.

     Once in the water, the eggs will hatch and the larvae searches for and
  penetrates into a certain species of snail.  The larvae grows in the snail and
  eventually emerges as a second larval stage known as a cercaria.

     The cercaria normally penetrates the skin of the host species of bird
  and the life cycle begins again. The cercaria can also, by mistake, pen-
  etrate the skin of swimmers. Since humans are not the host needed for
  growth, the larvae soon dies. Although harmless, the cercaria can leave
  the swimmer with an itchy welt for a few days.

     Because of the prevelance of swimmer's itch in some regions, another
  potential candidate for citizen monitoring can be the presence of cercaria
  in bathing beach waters.

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  24     CHAPTER 2
References

    New York State Dept. of Environmental Conservation and Federation of
    Lake Associations, Inc. 1990. Diet for a Small Lake: A New Yorker's Guide to
    Lake Management. Albany.
    Olem, H. and G. Flock, eds. August, 1990. The Lake and Reservoir Restoration
    Guidance Manual 2nd ed.  EPA 440/4-90-006. Prep. N. Am. Lake Manage.
    Soc. for U.S. Environ. Prot. Agency, Off. Water, Washington, DC.

    Standard. Methods for the Examination of Water and Wastewater. 16th ed. 1985.
    Am. Pub. Health Ass., Am. Water Works Ass., and Water Pollu. Control
    Fed. 1985. American Public Health Association. Washington, DC.

    U.S. Environmental Protection Agency. April, 1990. Rhode Island Sea Grant
    College Program. National Directory of Citizen Volunteer Environmental
    Monitoring Programs. EPA 440/9-90-004.  Off. Water, Washington, DC.

     U.S. Environmental Protection Agency. August 1990. Volunteer Water
    Monitoring: A Guide for State Managers. EPA 440/4-90-010. Off. Water,
     Washington, DC.

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          Chapter 3
    Monitoring Algae
f—f

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  26     CHAPTERS
3.A Algal Condition
     Parameters

   Monitoring the algal condition in
lakes is the focus of the majority of
citizen volunteer monitoring programs
operating today. There are three
prominent reasons for this decision.

  •  Most citizen volunteers desire
     lakes that have clear water with a
     slight blue tinge. Deviation from
     this accepted standard raises
     public interest about water
     quality.  In many lakes, it is the
     algae population that decreases
     clarity and colors the water.
  •  Parameters commonly used to
     measure the algal condition of a
     lake can be sampled easily by
     volunteers using basic equip-
     ment.
  •  Parameters that measure the algal
     condition form the basis for many
     commonly used trophic state
     indices.  These indices provide a
     quantitative means of describing
     the level of lake aging (eutrophi-
     cation). Using a trophic state
     index, program officials can rank
     lakes according to the results of
     the monitoring program.
   Three parameters are most often
used by citizen monitoring programs
to measure algal conditions in lakes.

  • Secchi disk transparency
    This parameter is a measurement
    of water clarity. In many lakes, a
    reduction of clarity occurs as the
    algal population grows. In these
    cases, a Secchi disk reading can
    be used as an indirect measure of
    algal density.
  • Chlorophyll a
    This parameter is a more reliable
    indicator of algal quantity be-
    cause chlorophyll a is a chemical
    extracted directly from the algal
    cells present in a water sample.
  • Total phosphorus
    This parameter is an essential
    plant nutrient that stimulates the
    growth of algae in many lakes
    (the more phosphorus in the lake,
    the more algae). By measuring
    phosphorus concentration,
    monitors can get an indication of
    water fertility.

    Each of the three parameters, if
 measured by itself, will not provide a
 complete picture of the algal condition
 of a lake.  Measured together, how-
 ever, they can provide valuable
 information about the relationship
 between water fertility and algal
 growth. Volunteers are especially
 interested in how algal growth affects
 water clarity, the lake trait most
 noticed by the majority of lake resi-
 dents and users.

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                                         MONITORING ALGAE ^1  27=
 Secchi Disk Transparency

    First developed by Professor
 P.A. Secchi in 1865 for a Vatican-
 financed Mediterranean oceano-
 graphic expedition, the Secchi disk
 has since become a standard piece
 of equipment for lake scientists. It is
 simply a weighted circular disk 20
 centimeters (about eight inches) in
 diameter with four alternating black
 and white sections painted on the
 surface.

    The disk is attached to a mea-
 sured line that is marked off either
 in meters (subdivided by tenths of
 meter), if using metric units, or feet
 (subdivided by tenths of feet or
 inches), if using English units.

    The Secchi disk is used to
 measure how deep a person can see
into the water. It is lowered into the
lake by the measured line until the
observer loses sight of it. The disk is
then raised until it reappears. The
depth of the water where the disk
vanishes and reappears is the Secchi
disk reading.
   In extremely clear lakes, disk
readings greater than 10 meters can be
measured. On the other hand, lakes
affected by large amounts of algal
growth, suspended sediments, or
other conditions often have readings
of less than one-half meter.

   In some shallow lakes, it is impos-
sible to get a Secchi disk reading
because the disk hits the bottom before
vanishing from sight. This means the
true Secchi disk reading is greater than
the depth of the lake in that particular
location.
               TAKING A SECCHI DISK MEASUREMENT
The Secchi disk is lowered into
the water until it disappears
from view. The disk is then
slowly raised until it reappears.
The depth of the water at which
the disk vanishes and reappears
is the Secchi disk reading.
          Adapted from:
          The Lake and Reservoir
          Restoration Guidance Manual

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  28     CHAPTER 3
                    English or Metric Units?

          Citizen volunteers in the United States are most comfortable
       with English units of measurement. Scientists, however, usually
       report lake measurements in metric units.

          In general, citizen monitoring programs should use metric
       units when reporting results, especially if a program goal is to
       provide information to government agencies. Even if the data will
       be used for educational purposes, incorporating metric units into
       the sampling protocol will introduce the volunteers and the public
       to the scientific way of monitoring lakes.
   Unfortunately, Secchi disk data are
among the most abused and misinter-
preted measurements in monitoring
programs because people often
directly equate Secchi disk readings
with algal density. There are, how-
ever, many other factors found both
inside and outside the lake that affect
how deep a person can see into the
water.

   Inside the lake, water transparency
can be reduced by:

 • microscopic organisms other than
    algae;
 • natural or unnatural dissolved
    materials that color or stain the
    water; and
 • suspended sediments.
   Factors outside the lake can also
affect a Secchi disk reading. These
outside factors can include:

 • the observer's eyesight and other
    sources of human error;
 • the angle of the sun (time of day,
    latitude, season of the year);
 • weather conditions (cloud cover,
    rain); and
 • water surface conditions (waves,
    sun glare, surface scum).

   In sum, the Secchi disk should
always be considered simply as an
instrument to measure water transpar-
ency. Algae can play an important
role in reducing transparency; how-
ever, this assumption must be proven
by measuring a parameter directly
associated with the algal population.
For many citizen monitoring pro-
grams, this parameter is chlorophyll a.

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                                          MONITORING '"A*
  Chlorophyll a

     Chlorophyll a is the green photo-
  synthetic pigment found in the cells of
  all algae. By taking a measured
  sample of lake water and extracting
  the chlorophyll a from the algae cells
  contained in that sample, monitors can
  get a good indication of the density of
  the algal population.

     The chlorophyll a concentration
  cannot be considered a precise mea-
  surement of algal density, however,
  because the amount of chlorophyll a
I  found in living cells varies among
  algal species. Thus, two  lakes can
  have identical densities of algae yet
  have significantly different concentra-
  tions of chlorophyll a because they are
  dominated by different species.

    Direct comparability,  even within a
  single lake, is further complicated by
  the fact that the amount of chlorophyll
 a in an algal cell varies with light
 conditions. Healthy algal cells con-
 stantly try to maintain chlorophyll
 concentrations at a level for maximum
 photosynthetic efficiency. Chlorophyll
I in a cell usually decreases during high
 light conditions and increases during
 the night or low light conditions.

    Similarly, a cell that is sinking
 down into the water column (away
 from the sun) may also produce more
 chlorophyll to compensate for the
 lower light levels found at greater
 depths. Changing seasons also create
 higher or lower light conditions
 according to the position of the sun
 which, in turn, affects chlorophyll
 production.
    Despite these drawbacks, the ease
 of sampling and relatively low cost of
 analysis makes chlorophyll a an
 attractive parameter for characterizing
 the algal density in lakes, especially
 for volunteer monitoring programs.
    Chlorophyll a is analyzed in a
 laboratory from a sample collected by
 a volunteer. The simplest protocol is
 to ship the water sample to the labora-
 tory for analysis.

    Alternatively, some citizen moni-
 toring programs have volunteers pass
 a measured volume of lake water
 through a filtering apparatus contain-
 ing a prepared filter paper disk.  The
 filter paper lets the water pass through
 but retains the algae cells on its
 surface. The volunteer then removes
 the disk and places it in a special tube
 to be forwarded to the laboratory for
 chlorophyll a analysis.

   In some instances, this procedure
may produce lower than actual results
for chlorophyll a concentrations if the
filtering procedure is not followed
exactly. QA/QC considerations will
determine if this method is a feasible
alternative for a volunteer program.

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  30     CHAPTER 3
Total Phosphorus

   Phosphorus is one of several
essential nutrients that algae heed to
grow and reproduce. In many lakes,
phosphorus is in short supply. There-
fore, it often serves as a limiting factor
for algal growth.

   Phosphorus migrates to lake water
from only a few natural sources.  As a
result, lakes located in pristine wilder-
ness settings rarely have problems
with algal blooms. Humans, on the
other hand, use and dispose of phos-
phorus on a daily basis. Phosphorus is
found in such common items as
fertilizers, foods, and laundry deter-
gents.

   Lakes with developed watersheds
often receive a portion of this human-
generated phosphorus through runoff,
septic leachate, and other sources.
This phosphorus fertilizes the water
and can stimulate increased algal
growth.

   Algae most readily consume a form
of phosphorus known as orthophos-
phate, the simplest form of phospho-
rus found in natural waters. In fact,
orthophosphate is so quickly taken up
by a growing algal population that it
often is found only in low concentra-
tions in lakes.

   Phosphorus is found in lakes in
several forms other than ortho-
phosphate. For example, when
phosphorus is absorbed by algae, it
becomes organically bound to a living
cell. When the cell dies, the phospho-
rus is still bound to particles even as it
settles to the lake bottom. Once the
decomposer organisms break down
the cell, the phosphorus can become
attached to calcium, iron, aluminum,
and other ions.

   Under anoxic conditions, chemical
reactions can release phosphorus from
the sediments to the overlying waters.
Spring or fall overturn may then
redistribute it back to the surface
where it can be taken up by another
algal cell.

   Phosphorus, therefore, is in a
constant state of flux as environmental
conditions change and plants and
animals live, die, and decompose in
the lake. Because the forms of phos-
phorus are constantly changing and
recycling, it is generally most appro-
priate for citizen monitoring programs
to measure all forms of phosphorus
together.  This one "umbrella" mea-
surement is known as total phosphorus.

   This manual describes a method
that instructs the volunteer to collect a
water sample, transfer it into a sample
bottle that contains an acid preserva-
tive, and then ship it to a laboratory
for total phosphorus analysis.

   Alternatively, there are  test kits on
the market for total phosphorus
analysis.  To conduct the test, how-
ever, volunteers must be well-trained
and possess special laboratory equip-
ment. For these reasons, phosphorus
test kits are not generally appropriate
for volunteer monitoring programs.

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                                        MONITORING ALG
   In some instances, orthophosphate
may be a parameter of interest since it
is the form of phosphorus available for
uptake by algae. Like total phospho-
rus, orthophosphate is best measured
in a laboratory.
3.B Where to Sample

   Analyzed together, the three
parameters Secchi disc, chlorophyll«,
and total phosphorus can provide
information on the quantity of free-
floating algae, the critical nutrient that
feeds the population, and how the
algae affect water transparency.
Where the parameters are sampled on
the water surface and in the water
column is an important consideration
when planning a program to monitor
algal conditions.

   A lake and its water quality are not
uniform from shore to shore or from
surface to bottom.  Lake morphom-
etry, exposure to winds, incoming
streams, watershed development, and
human activity can greatly influence
the algal conditions found at any one
location in the lake.

   Thus, the planning committee or
supervising staff is challenged to select
sample locations that will best charac-
terize the algal condition in accordance
with the goals and objectives of the
monitoring program. Increasing the
number of sampling  sites will reduce
uncertainty, but it will come at in-
creased cost.

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  32     CHAPTER 3
Where to Sample on the Water
Surface

   The majority of citizen monitoring
programs are designed to measure
average algal conditions in the lake's
pelagic (deep, open water) zone. For
these programs, the number and
location of sampling sites are most
influenced by the size and shape of the
lake basin.
   In most cases, a site over the
deepest section of the lake best repre-
sents average conditions. In natural
lakes that are circular in shape, the
deepest section is usually near the
middle. In reservoirs, the deepest
section is usually near the dam.
   Many lakes, however, possess
significant arms or bays.  In this
instance, it is often useful to sample
the deepest section in each individual
arm or bay. In many cases, monitors
will find a significant difference
between sites, especially if one arm of
the lake is more populated.

   Some monitoring programs, on the
other hand, are designed to character-
ize the algal condition at its worst
location. For these types of programs,
certain known problem areas may be
targeted for sampling.  For example, a
particular bay may be monitored
because it "collects" algae and other
materials because of prevailing winds.
                    SELECTING SAMPLING SITES
Many programs instruct
volunteers to sample in
the deepest section of the
lake. If desired, another
site can be located in an
individual arm or bay.
       Sample Sites
                                           VOLUNTEER LAKE

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                                         MONITORING At
    More often, however, "worst area'
 sampling is designed to monitor how
 point or nonpoint sources of nutrient
 pollution affect water quality and algal
 growth. Examples of potential sources
 of nutrient pollution include farms,
 residential developments, and sewage
 outfalls. This monitoring can provide
 evidence that specific watershed
 management efforts are needed to
 manage the algal population.

    The number and location of
 sampling sites can also be influenced
 by the basic goal of the program. A
 program managed primarily for public
 education, for example, may wish to
 include stations for various non-
 scientific reasons such as their proxim-
 ity to residential neighborhoods or
 convenience of access. Such a pro-
 gram may even include additional
 stations in a lake so more volunteers
 can participate in monitoring.

   Sample  site selection should be
 consistent within a program in order
 to get results worthy of lake-to-lake
 comparison. For example, if the
 deepest part of the lake is chosen as
 the location for sampling, all the lakes
 in the program shouldthen be
 sampled at  the deepesFsite.

   To select the location of a sampling
site, the manager must possess some
preliminary information about the lake
including:

 • a bathymetric (depth contour)
    map (or general knowledge of the
    location of maximum depth so
      that soundings can be taken in the
      field and a suitable sampling
      location identified);
   •  a watershed map with the lake's
      major inflows and outflows;
   •  a historical summary of water
      quality including the location of
      previous sampling sites and
      documentation of any lake
      problems (algal blooms, weed
      growth, fish kills);
   •  updates of any current activities
      in the watershed  that may affect
      sampling results (point sources
     such as sewage plant or storm
     drain outfalls and nonpoint
     sources such as agricultural,
     urban, logging, and construction
     areas); and
  •  updates of any current lake
     activities that may affect sam-
     pling results, including dredging,
     water level drawdowns, and
     chemical applications.

   All this information will influence
the selection of the sampling site. It is
also important for interpreting the
results of data collection efforts.
   In the field, the program manager
and the volunteer should work
together to identify and locate the
proper sampling site location. Once
identified, the site should be dearly
marked on a lake map. The task of
locating the site can be  practiced by
the volunteer under the supervision of
the program manager.

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  34     CHAPTER 3
   For shoreline or near-shore sta-
tions, finding the site will probably not
be a problem. Many programs,
however, will require volunteers to
sample over the deepest portion of the
lake. This usually means the monitor-
ing site will be somewhere in the
middle of the waterbody. For volun-
teers to return consistently to the same
sampling site location, they must use a
method.

   Two simple ways to find the site
are by:

   •  locating the site by using
      landmarks visible on the shore;
      or
   •  setting a permanent marker
      buoy at the sampling location.

Shoreline Landmark Method

    On land, volunteers know where
they are located by finding familiar
landmarks.  The same process can be
used on water, except that the land-
marks are located on the shoreline. On
an initial training trip, the volunteer
and the program manager must
designate an "official" site location.

    Once securely anchored at the site,
the volunteer should pick out two
permanent landmarks on shore (a
 dwelling, tall tree, large rocks) that
 align one behind the other. This
 alignment forms an imaginary bearing
 line through the objects to the site.
   Then, at about a 90 degree angle,
two more aligning landmarks should
be identified. These landmarks then
form a second bearing line to the
sampling site. Volunteers should
mark these landmarks and bearing
lines on their lake map for future
reference. They should also practice
finding the site location with the
program manager.

   To further verify that volunteers
have found the proper sampling site,
the program manager may also
require that they perform a depth
check using the anchor rope, a
weighted calibrated sounding line, or
an electric "fish-finder" apparatus that
indicates bottom depth.

Marker Buoy Method

   If the lake is small and protected
from strong winds and waves, a
marker buoy may be the simplest way
to designate a sample site location. In
many public lakes, however, it is
illegal to set out buoys without proper
permits. The rules and regulations
regarding buoys should be checked
before any placement
   There is a risk that a marker buoy
will be moved by winds, waves, and/
or lake  users. Thus, volunteers should
also be trained to verify that the buoy
 is in the proper location using the
 shoreline landmark method before
 Starting the sampling procedure. This
 training will be useful if the buoy is
 lost or needs to be repositioned.

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UJ
LU
CO
111

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  36     CHAPTER 3
3.C Where to Sample in the
    Water Column

   Free-floating algae grow and
reproduce in the photic zone. This
zone constitutes the upper portion of
the water column where sunlight
penetrates and stimulates photosyn-
thesis in the algal cells. In programs
designed to measure the algal condi-
tion of a lake, water samples are taken
from the photic zone and analyzed in a
laboratory for their chlorophyll a and
total phosphorus content.

   Where these samples are taken in
the photic zone is another important
decision that must be made by the
planning committee. There are two
basic choices for water sampling in the
photic zone. Volunteers can collect:

  •  a point sample taken at a specific
     depth; or
  •  an integrated sample from a
     range of depths.
Point Sampling
   Point sampling refers to the collec-
tion of a water sample from a specific
depth in the water column. Also
known as grab sampling, it is the
method most often used in monitoring
programs.

   When measuring the algal condi-
tion parameters, a sample is usually
taken at a selected depth between one-
half and two meters. (Water samples
are generally not collected directly at
the surface because floating substances
such as pollen and gasoline residue
will contaminate them.)

   If a depth of one-half meter is
selected, volunteers can collect the
sample by simply submerging the
sample bottle to about elbow depth.
For deeper point sampling, some type
of water sampler instrument must be
used.

   A Kemmerer or Van Dorn water
sampler is commonly used to collect
water at a specific depth. These
devices are cylindrical tubes with
stoppers at each end. After the
sampler has been lowered to the
desired depth (marked on the lower-
ing line), the volunteer slides a weight
(called a messenger) down the line.

   When the messenger reaches the
sampler, it hits a trigger mechanism
and the two stoppers snap shut,
trapping the sample of water from that
depth. The sampler is then hauled
back into the boat and the sample
 water poured into a container.

-------
                                        MONITORING ALGAE
        WATER SAMPLERS
          Kemmerer Sampler
          Van Dorn Sampler
Drawings from:
Standard Methods for the Examination of
Water and Wastewater
    The goals of the monitoring
 program and how the water quality
 data will be used will help the plan-
 ning committee determine where a
 point sample should be collected. A
 depth of one meter is selected many
 times as a representative depth of
 photic zone conditions for chlorophyll
 a and total phosphorus analyses.

    If a water sampler is used, other
 depths in the water column also can be
 easily sampled by the volunteer. Total
 phosphorus is an especially interesting
 parameter to monitor at different
 points in the water column, in addi-
 tion to the upper layer photic zone.

    As discussed in Chapter 2, phos-
 phorus is released from bottom
 sediments under anaerobic conditions.
 If the lake is strongly stratified in the
 summer, and wind energy does not
 mix the water column, the bottom-
 released phosphorus cannot reach the
 photic zone and stimulate increased
 algal growth. In some lakes, however,
 summer stratification occasionally
 breaks down and the bottom phospho-
 rus does reach the surface waters,
 causing sudden algal blooms.

   This internal loading of phospho-
 rus is often important when analyzing
 the algal condition of productive lakes.
 For this reason, the planning commit-
 tee should consider having volunteers
 collect point samples from the bottom
and middle of the water column for
total phosphorus analysis, as well as in
the photic zone.

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  38      CHAPTER 3
Integrated Sampling
   An integrated sample combines
water from a range of depths in the
water column. It is essentially a
mixture of point samples designed to
represent more of the photic zone than
a single sample.  The simplest way for
volunteers to collect an integrated
sample is to use a hose and bucket.

   Basically, a measured length of
hose is weighted on one end and then
lowered into the lake. While the hose
descends, it collects a vertical column
of water. By plugging the surface end
and then bringing the lowered end to
the surface with a line, an intact
column of water can then be emptied
into a bucket and a sample drawn for
laboratory analysis.

   A basic drawback is that this
method can not be easily standard-
ized. Each volunteer will develop his/
her own variation of this sample
collection technique. Losing a portion
of the sample while bringing up the
hose may also be a problem for some
volunteers. For these reasons, many
monitoring programs rely on point
sampling for measuring the algal
conditions of lakes.
                   TAKING AN INTEGRATED SAMPLE
                J
 1. Lowertheweightedendofthehose,makingsurethe
   at tucked line is loose. When thehose is at the proper
   depth, crimp the hose closed at water level.
 3. Placethewdghtedendmthebucket,holdthecrimped
   end high, and release the crimp.
2. Maintain a firm grip to keep the hose crimped shut
   and pull up the weighted end of the hose with the
   open end of the hose facing upward.
 4. Pass thehose throughyourraisedhandsuntilall the
   water from the hose empties into the bucket. Swirl
   the bucket to mix the sample water thoroughly.
                                        Adapted from:
                                        The Vermont State Lay Monitoring Manual

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                                      MONITORING ALGA
3.D Frequency of Sampling

   There is usually a change in the
quantity and species of algae occur-
ring in a lake throughout the year.
Often algal density increases in the
spring and early summer as water
temperatures increase and nutrients
become available in the well-lit upper
layer as a result of spring overturn.

   When summer arrives and the lake
stratifies, the algae population may
change as the supply of orthophos-
phate in the upper layer becomes
depleted and/or microscopic animals
(zooplankton) graze on the popula-
tion. After the summer, fall overturn
can once again bring fresh nutrients to
the well-lit upper zone and stimulate
increased algal growth.
   A variety of other factors can also
affect algal habitat and growth re-
sponse, especially during the summer
growing season. Storms can churn the
lake and cause a temporary upwelling
of nutrients from the lake bottom.
Phosphorus-rich runoff can escape
from residential or agricultural areas
after rainstorms, drain into the lake,
and stimulate growth. On the other
hand, chemicals or herbicides that are
toxic to algae may be released to the
water and cause a (planned or
unplanned) population crash.

   The planning committee should
base its decision on how often to
sample on data quality criteria, costs,
and other practical considerations.
       A TYPICAL SEASONAL SUCCESSION OF LAKE ALGAE
           Diatom Algae
                                           ^/Bluegreen Algae
                           Green Algae 0 *    *
                           A/S
       Jan  Feb  Mar  Apr May Jun  Jul  Aug  Sep  Oct  Nov Dec

-------
  40     CHAPTER 3
   Many citizen monitoring programs
have found it appropriate to sample
algal conditions on a two-week or bi-
monthly cycle. In most cases, this time
period has proven adequate to moni-
tor changes in the algal parameters
and, at the same time, fit into volun-
teers' participation schedules.

   However, if conditions are known
to change at more frequent intervals (if
lake water flushes quickly through an
inlet and outlet), the committee may
determine that weekly sampling is
more appropriate.

   More frequent sampling also
improves the odds of measuring a
short-term event such as an algal
bloom or a sudden pulse of phospho-
rus input because of storm runoff or a
sewage plant bypass. Expense be-
comes a key factor when determining
sampling frequency because each
sampling round will increase program
costs.
3.E  Length of the Sampling
     Season

   An ideal monitoring program runs
year-round to collect the full amount
of seasonal data on the lake. This
regime would test the dedication of
citizen volunteers to an extreme,
however. A more practical sampling
period for citizen monitoring is from
spring overturn to the end of the
summer growing season.

   Spring overturn is important
because it is when wind action circu-
lates the entire volume of water.
Importantly, citizens can sample the
spring algal blooms that are some-
times observed as a result of increased
nutrient availability and warming
water temperatures.

   The summer growing season
corresponds with the main recre-
ational season.  It is during this time
that increased algal growth is most
objectionable because it can interfere
with swimming, water-skiing, fishing,
and other activities.

   Fall overturn is another time when
the water circulates and algal blooms
typically occur. This season is not as
important to the general public,
however, because it comes at the end
of the recreational season. Thus, fall
algal blooms are not usually perceived
as a problem. Volunteer interest also
wanes as the weather turns cooler and
more unpredictable. For these rea-
sons, it is often prudent to stop
monitoring at the end of summer.

-------
                                         MONITORING AtGAEjtl---:41
 Section 3.F How to Sample

    Presented in this section are
 suggested procedures for sampling
 Secchi disk depth, chlorophyll a, and
 total phosphorus concentration for a
 citizen monitoring program. Basically,
 these sampling activities are divided
 into four main segments.

  • Confirming the sampling date
     and weather conditions and
     going through boating safety and
     sampling equipment checklists
     prior to launching the sampling
     boat (Tasks 1 through 3).
  • Finding the sampling site and
     documenting observations about
     the water and weather conditions
     (Tasks 4 and 5).
  • Taking a Secchi disk measure-
     ment and collecting water
     samples for chlorophyll a and
     total phosphorus analysis (Tasks
     6 and 7).
  •  Returning to shore and preparing
     the chlorophyll a and total
     phosphorus samples for shipment
     to a laboratory (Tasks 8 and 9).

   The program manager should
provide volunteers with a sampling
schedule and a sampling protocol
sheet In general, monitors should be
instructed to conduct sampling
between 10 a.m. and 3 p.m. Volun-
teers must understand, however, that
there is flexibility in both the day and
time, especially in .consideration of
weather conditions.
   Volunteers' common sense and
good judgment dictate when it is
appropriate to sample. Both good and
unacceptable weather conditions
should be defined for volunteers
during training sessions. Under no
circumstances should volunteers be on
the water during rain or electrical
storms, high winds (white caps), or
other unsafe conditions.

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  42     CHAPTER 3
   TASK1
Confirm sampling day and weather
conditions.

 Elements of Task 1
 Q Check the sampling date on the
    program sampling schedule.
 Q Check the current and forecasted
    weather and decide if the condi-
    tions allow for safe sampling.
    The volunteer should also be
    instructed to confirm this decision
    after personally inspecting lake
    conditions prior to launching the
    boat and beginning the sampling
    trip.
   TASK 2
J
Go through the boating safety
equipment checklist

   Before leaving shore, volunteers
must confirm that all needed safety
equipment is on board. Boating safety
is a subject that volunteers need to
take seriously because they will be
moving around the boat, leaning over
the edge, and working with equip-
ment.
   Volunteers should wear a life
preserver (Type 1,2 or 3 personal
flotation device) at all times. Volun-
teers should educate themselves about
safe boating laws and the rules of the
road.

 Elements of Task 2

  Q  Confirm that the following
     boating safety equipment is on
     board the sampling boat.

   • Personal flotation device for
      each person. Devices must be
      Coast Guard-approved, readily
      available, and the proper size

   • First aid kit
   • Other equipment that may be
      required by State and local
      boating laws. For example,
      boats may be required to carry
      fire extinguishers and sound-
      producing devices. Also, the
      boat must be registered accord-
      ing to State and local laws

-------
                                       MONITORING ALGA13  43
   TASKS
Go through sampling equipment and
supply checklist

   Before leaving shore, volunteers
must make sure that they have all the
needed sampling equipment and
supplies on board the boat. They must
also confirm that other items are left
on shore.

Elements of Task 3

 Q Confirm that the following
    sampling equipment and supplies
    are on board the sampling boat.

   • Anchor (with a measured line if
     a depth check is required). Two
     anchors are helpful on windy
     days, one off the bow and the
     other off the stern.
  • Secchi disk with a measured
     line and a clothespin
  • Water sampler instrument (for
     integrated or point sampling)
  • Water sample collection con-
     tainer
  • Ice cooler (with a closable lid)
     with frozen ice packs
  • Clipboard and pencils
  • Map of lake with sampling site
     and landmarks marked
  • Sampling protocol sheet
  • Sampling form
Q  Confirm that the following
   supplies are on shore.

 • Phosphorus sample shipping
    bottle (with a small amount of
    acid to preserve the sample)
 • New pair of vinyl gloves
 • Chlorophyll a sample shipping
    bottle
 • Shipping box with frozen ice
    packs

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  44     CHAPTER 3
   TASK 4
j
Position boat at the designated
sample site.
   Volunteers must locate the sample
site on the water. Whether or not a
marking buoy is used, the position
should be verified using the shoreline
landmark method.

   Once the site is located, volunteers
can anchor the boat. Repositioning the
anchor once it is dropped should be
discouraged, especially in shallow
lakes, because it can stir up sediments
from the lake bottom. Increasing
sediment turbidity may alter data
results.
   After anchoring, volunteers should
allow the boat to stabilize. Then a
depth check can be done.
TASKS
                        Complete the observations portion of
                        the sampling form.

                          Volunteers should record their
                        observations about the lake and
                        weather conditions on the sampling
                        form. In addition, they should write
                        down any unusual conditions that
                        may affect the sampling results. A
                        suggested format for a data form is
                        presented on page 45.

                          Reporting visual conditions such as
                        water color and appearance will aid in
                        interpreting data results. For example,
                        if the sampling trip was conducted
                        after a storm, the water may tempo-
                        rarily be more brownish and turbid
                        than usual.

                          This turbidity probably will lower
                        the Secchi disk reading and elevate the
                        total phosphorus concentration.
                        Without the information concerning
                        the rainstorm, an analyst might
                        conclude that other factors could have
                        caused a decrease in water quality.

                         Elements of Task 5

                         Q Record the name of the lake and
                            site, the date, the time of sam-
                            pling, and the names of volun-
                            teers doing the sampling.

                         Q Record water condition observa-
                            tions at the site including water
                            color, suspended sediment and
                            algae, aquatic plants, waterfowl
                            activity, and odor.

-------
                            MONITORING AL|AE
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-------
  46     CHAPTER 3
Task 5 Continued

 Q Record weather conditions on the
    form including the amount of
    cloud cover (when taking the
    Secchi disk reading), the approxi-
    mate air temperature, the wind
    speed and direction, and water
    surface conditions. Indicate any
    unusual weather conditions that
    may have occurred in the past
    week including storms, high
    winds, and temperature ex-
    tremes.

  Q Record any other factors or
    conditions that make the sam-
    pling trip unusual or that may
    potentially influence sample
    results. For example, report any
    chemical, mechanical, or biologi-
    cal control of algae or aquatic
    weeds that may have been done
    recently on the lake.
   TASK 6
J
Measure the Secchi disk depth.

   The Secchi disk is used to measure
the depth that a person can see into the
water (transparency). A Secchi disk
reading is a personal measurement; it
involves only two pieces of equip-
ment, the disc and the person's
eyesight.

   Because it so individualistic, the
Secchi disc measurement may have
low comparability between lakes and
even between volunteers on the same
lake. The key for consistent results is
to train volunteers to follow standard
sampling procedures for every mea-
surement. It is preferable to have the
same individual take the reading at a
site throughout the entire sampling
season.

   The line attached to the Secchi disk
must be marked according to the units
and increments designated by the
planning committee. Many programs
use meters as the measurement unit
and require volunteers to measure to
the nearest one-tenth meter.

   The line markings must be made
using waterproof ink. Meter intervals
on the line can be tagged with a piece
of duct tape with the interval measure-
ment indicated on the tag.

-------
                                         MONITORING ALG,
 Elements of Task 6

  Q Check to make sure that the
     Secchi disk is securely attached to
     the measured line.
  Q Lean over the side of the boat and
     lower the Secchi disk into the
     water, keeping your back toward
     the sun to block glare.
  Q Continue to lower the disk until it
     just disappears from view. Lower
     the disk another one third of a
     meter and then slowly raise the
     disc until it just reappears.
     Continue to move the disk up
     and down until the exact vanish-
     ing/reappearing point is found.
  Q Attach a clothespin to the line at
     the point where the line enters the
     water. This is the point the
     measurement will be read.
  Q Slowly pull the disk out of the
     water and record the measure-
     ment based on the location of the
     clothespin on the line.

   This procedure can be repeated as a
quality control check; an average of
the two readings should be recorded
on the sampling form.
A SECCHI DISK AND LINE
         By moving the Secchi disk up and
         down, the volunteer will find the
         exact vanishing/reappearing point.
         The depth that this occurs is the
         Secchi disk reading.
                                          f

                                          f

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  48     CHAPTER 3
   TASK 7
J
Collect a point sample for chloro-
phyll a and total phosphorus.

   Described below are two point
sampling procedures. Procedure A
describes how to hand-collect a
sample approximately one-half meter
below the surface. Procedure B de-
scribes how to collect a sample at a
select depth using a sampler such as a
Kemmerer Bottle.

 Procedure A. Elements of hand sampling
   just below the surface

  Q Remove the cap from the sam-
    pling container, taking care not to
    touch the container mouth.
  Q Rinse the container with lake
    water by holding it by the bottom
    and plunging it mouth-first into
    the lake to about elbow depth.
    Your hand should always move
    in a forward motion so that water
    will not slide over it into the
    bottle. Fill the container, turn the
    mouth upwards, bring it above
    the surface, and empty the
    container.
  Q Rinse the cap at the same depth,
    holding the outside of the cap
    when plunging.
  Q Using the same motion, collect
    the sample of water in the con-
    tainer. Tip out some of the water
    to leave some air space and cap
    the container.
                         Q Store the container in the cooler.

                         Procedure B. Elements of point sam-
                           pling using a water sampler

                         Q Check to make sure that the water
                            sampler is securely attached to
                            the measured line (marked in
                            meters like the Secchi disk line).

                         U Lower the sampler gently into the
                            water to the desired depth
                            marked on the line (rough
                            treatment can trigger the closing
                         .   mechanism prematurely).

                         Q Slide the messenger down the
                            line to dose the stoppers.

                         Q Gently haul the sampler to the
                            surface, then release some of
                            sample water into the container.
                            Swirl it in the container to rinse
                            and then pour it out. Rinse the
                            cap in the same manner.

                          Q Release sample water into the
                            container until it is almost full,
                            leaving some air space at the top.
                            Cap the container.

                         Q Store the container in the ice
                            cooler away from the light.

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    TASKS
 Transferring sample water into
 shipping bottles.

   Volunteers must bring the boat
 back to shore and unload the sampling
 equipment and supplies. Next, they
 must move indoors or find an outdoor
 location that is dry and shielded from
 the wind.

   Volunteers then transfer the water
 from the sample container into the two
 bottles that will be shipped to the
 laboratory for analysis of chlorophyll«
 and total phosphorus concentrations.

   During the training session,
 volunteers should be made aware how
 easy it is to contaminate the phospho-
 rus sample unless precautions are
 taken. Volunteers should be in-
 structed to leave the cap on the
 phosphorus shipping bottle until they
 are ready to pour the sample water
 into it.

   Volunteers should wear clean vinyl
 gloves and should not smoke. They
 must always be aware that the phos-
 phorus sample bottle contains an acid
 that preserves the sample during
 transport to the laboratory.  This acid
 must be treated cautiously because it
can burn skin or clothing if spilled or
mishandled. Volunteers should also
not breathe the vapors from the
opened bottle.
   Because of the potential for spills or
mishaps, the planning committee
should prepare an information sheet
about the preservative acid.  The sheet
should include warnings and emer-
gency care instructions should the
acid accidentally come in contact with
volunteers' skin or clothes. Volunteers
should be told to keep the sheet
nearby when working with this bottle.

Elements of Task 8

 A. Phosphorus Sample Bottle

 Q Make sure the phosphorus
    sample bottle is labeled  with:

   •  the parameter to be analyzed
      (total phosphorus)
   •  the date and the sample lake,
      location, and depth
   •  any additional information such
      as an accession number for
      laboratory identification and the
      acid content

 Q Put on a new pair of vinyl gloves

 U Confirm that there is acid present
    in the bottom of the bottle by
    visual inspection

 U Move the total phosphorus
    sample bottle into position and
    remove the cap, being careful not
    to spill the acid contents or
    breathe in the vapors

 Q Gently shake the container with
    the sample water to re-suspend
    any settled material

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  50     CHAPTER 3
Task 8 Continued

 Q Gently pour the sample water
    into the phosphorus bottle until
    the liquid reaches the fill line
 Q Cap the sample bottle and place it
    and the frozen ice packs in the
    shipping container

 B. Chlorophyll a Sample Bottle

 Q Move the chlorophyll a sample
    bottle into position and remove
    cap
 Q Gently shake the container with
    the sample water to re-suspend
    any settled material
 Q Gently pour the sample water
    into the chlorophyll a bottle until
    the liquid reaches the fill line
 Q Cap the chlorophyll a sample
    bottle and place it into the
    shipment container with the
    frozen ice packs and close the lid
    so sunlight cannot reach it
  TASK 9
Cleanup and shipment of samples
and forms.

   Volunteers must clean the sam-
pling and laboratory equipment for
the next sampling trip. The Secchi
disk and water sampler should be
rinsed off with fresh tap water and the
sampling container rinsed with
distilled water.

   Volunteers must pack and forward
the shipping container with the
samples to the laboratory as soon as
possible. In addition, the sampling
form with the Secchi disk measure-
ment and sampling observations must
be sent to the coordinating agency.

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                                        MONITORING
3.G Notes on Equipment

   A partial listing of companies that
provide equipment and supplies for
volunteer monitoring programs are
listed in the appendix. Alternatively,
some programs have volunteers
construct some of their equipment.
Secchi Disks

   Some programs have volunteers
make their own Secchi disks. A
construction plan prepared by the
Michigan Department of Natural
Resource's Self-Help Water Quality
Monitoring Program is illustrated
here.
                      MAKING A SECCHI DISK
 Metal
weight
         Measured line
          (!' intervals)
         Disk made from metal or
         plexiglass 8" in diameter with
         alternate black and white
         quadrants
                             3" to 4" Eye bolt

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  52     CHAPTERS
Water Samplers

   Instead of purchasing commercial
water samplers, some programs have
volunteers construct their own.
Construction plans for the sampler
used by the Wisconsin Self-Help Lake
Monitoring Program are illustrated
here.
                    MAKING A WATER SAMPLER
          lowering cord
         air-out stopper
           air-out tube
           wood block
          1 qt. Mason jar
mill!


H 1
)

\ \ \
k

"I

A
         concrete ballast
                                                    stopper cord
                                                   water-in stopper

                                                    water-in tube
                                                  lid & ring for wide-
                                                   mouth Mason jar
                                                  60 ml sample bottle

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                                        MONITORING ALGAE^l
References

    New York State Dept. of Environmental Conservation and Federation of
    Lake Associations, Inc. 1990. Diet for a Small Lake: A New Yorker's Guide to
    Lake Management. Albany.

    Olem, H. and G. Flock, eds. August, 1990. The Lake and Reservoir Restoration
    Guidance Manual. 2nd ed. EPA 440/4-90-006. Prep. N. Am. Lake Manage.
    Soc. for U.S. Environ. Prot. Agency, Off. Water, Washington, DC.

    Standard Methods for the Examination of Water and Wastewater. 16th ed. 1985.
    Am. Pub. Health Ass., Am. Water Works Ass., and Water Pollu. Control
    Fed. 1985. American Public Health Association. Washington, DC.

    U.S. Environmental Protection Agency. August 1990. Volunteer Water
    Monitoring: A Guide for State Managers. EPA 440/4-90-010. Off. Water
    Washington, DC.

  Additional program material on volunteer monitoring of algae can be
  obtained from the following State programs:

  Florida
      Florida LAKEWATCH
      79922 NW 71st Street
      Gainsville, FL 32606

  Illinois
      Volunteer Lake Monitoring Program
      Division of Water Pollution Control
      Illinois Environmental Protection Agency
      2200 Churchill Road
      P.O. Box 19276
      Springfield, IL 62794-9276
  Maine
      Volunteer Lake Monitoring Program
      Division of Environmental Evaluation and Lake Studies
      Maine Department of Environmental Protection
      State House, Station 17
      Augusta, ME 04333

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54    CHAPTERS
 Michigan
     Self-Help Water Quality Monitoring Program
     Department of Natural Resources
     Land and Water Management Division
     P.O. Box 30028
     Lansing, MI 48909

 Minnesota
     Citizen Lake Monitoring Program
     Division of Water Quality-Program Development Section
     Minnesota Pollution Control Agency
     520 Lafayette Road North
     St. Paul, MN 55155

 New Hampshire
     New Hampshire Lakes Lay Monitoring Program
     University of New Hampshire
     PeteeHall
     Cooperative Extension
     Durham, NH 03824

     New Hampshire Volunteer Lake Assessment Program
     Department of Environmental Services
     6 Hazen Drive
     Concord, NH 03301

 New York
     New York Citizens Statewide Lake Assessment Program
     New York State Department of Environmental Conservation
     Division of Water-Lake Services Section
     50 Wolf Road, Room 301
     Albany, NY 12233-3502

 Rhode Island
     Watershed Watch Program
     Department of Natural Resource Science
     210B Woodward Hall
     University of Rhode Island
     Kingston, RI02881-0804

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                                    MONITORING ALGAE
 Tennessee
     TVA Citizen Water Quality Monitoring Program
     Tennessee Valley Authority
     Water Quality Department
     2S-270C Haney Building
     311 Broad Street
     Chattanooga, TN 37402-2801

Vermont
     Vermont Lay Monitoring Program
     Department of Environmental Conservation
     Water Quality Division
     103 S. Main Street
     Waterbury, VT 05676

Washington
     Washington's Citizen Lake Monitoring Project
     Department of Ecology
     7171 dean Water Lane, Building 8 MS LH-14
     Olympia, WA 98504

Wisconsin
    Self-Help Lake Monitoring Program
    Wisconsin Department of Natural Resources
    Bureau of Water Resources Management
    P.O. Box 7921
    Madison, WI53707-7921

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-------
    Chapter 4
    Monitoring
Aquatic Plants

-------
  58     CHAPTER 4
4. A Aquatic Plant Condition
     Parameters

   In many lakes across the country,
an abundance of rooted aquatic plants
impairs the use and enjoyment of
recreational waters. A program that
focuses on rooted aquatic plants as the
lake condition to be monitored should
train citizen volunteers to:

  •  map the distribution of rooted
     plants;
  •  determine the relative density of
     rooted plant types along a
     transect line running perpendicu-
     lar from shore in select areas; and
  •  collect specimens for professional
     identification.

Mapping the Distribution of
Rooted Plants

    In healthy lakes, several different
 species of rooted aquatic plants
 usually occupy the littoral (shallow)
 zone.  Submergent, rooted floating-
 leaved, free-floating, and emergent
 plants are all important for the overall
 ecology of a lake. Traveling around
 the shoreline with a lake map, volun-
 teers can draw in the location of
 significant aquatic plant beds and note
 where growth has reached the surface.
 This effort will serve as an historical
 record for studying changes in vegeta-
 tive location. In addition, these maps
 can be useful for planning the applica-
 tion of aquatic plant control methods,
 such as harvesting.
Determining the Relative Den-
sity of Rooted Plant Types

   It is often useful to take a closer
look at the types of rooted aquatic
plants in the littoral zone. A healthy
lake usually has many different kinds
aquatic plants.  Many lakes, however,
have littoral zones that have been
disturbed, fertilized, and/or invaded
by more aggressive plant species. In
these instances, the least tolerant
species are often eliminated and one or
two more-tolerant species begin to
take over the zone. In fact, in the
majority of lakes where aquatic plant
overgrowths occur, it is the result of a
population explosion of only one or
two species.

    Several exotic plant species (origi-
nally from other continents) are
notorious for displacing native plants
and dominating the littoral zone.
They can become major nuisance
problems primarily because no natural
 check and balance system controls
 their growth. A lack of predators and
 pathogenic organisms allows exotics
 to out-compete native species for
 growing space, light, and nutrients.

    The relative density of different
 plants growing in the littoral zone can
 be examined by volunteers.  The
 method described in this chapter has
 volunteers collect plants at specific
 intervals along a transect line. Addi-
 tionally, the volunteers are directed to
 measure the length and depth of the
 littoral zone along the line.

-------
 Identification of Rooted
' Aquatic Plants

    Eurasian watermilfoil
 (Myriophyllum spicatum) and water *
 hyacinth (Eichhornia crassipes) are
 examples of exotic (non-native) species
 that can flourish and cause problems
 in waters of the United States. One
 purpose of a citizen program focused
 on monitoring rooted aquatic plant
 conditions on lakes should be to
 inventory locations where there are
 significant amounts of plants.

    The identification of plant species
 is important because the effectiveness
 of lake management techniques differ
 according to plant type. In many
 instances, the early detection (and
 elimination) of aggressive exotic
 species can save a lake from severe
 infestation problems later.

   The Vermont Department of
 Environmental Conservation, for
 example, has established a Milfoil
 Watchers Program to train volunteers
 to identify Eurasian watermilfoil.
 Then, at least once or twice a summer,
 citizens survey lakes where the plant
 has not been seen. If watermilfoil is
 spotted, volunteers contact the depart-
ment.
 Eurasian water milfoil
Drawing from:
Common Aquatic Plants of Michigan


Water hyacinth

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  60     CHAPTER 4
4.B  Sampling Considerations

   The location of sample collection
and transect sites in a lake are defined
on a lake-by-lake basis from an initial
site visit by the program manager.
Some lakes have extensive weed
growth throughout the lake, others
have small, well-defined problem
areas.

   In general, it is best to assign a
team of two volunteers no more than
four hours of sampling work. What
can be accomplished in this period
depends on the size of the lake, the
length of the littoral zone, and the
extent of the rooted plants.

   In some lakes, the aquatic plant
population is relatively stable through-
out the growing season. In other
lakes, there is a definite pattern of
succession.  If the lake is small,
volunteers may need to examine plant
growth only once or twice a year (in
spring and late summer). The pro-
gram manager may wish to break a
large lake with a significant weed
problem into segments and send
volunteers out every two weeks to
sample different areas.

    The density, diversity, and growth
patterns of aquatic plants are unique
 to each lake. Therefore, many of the
details concerning sample site loca-
 tions and other program aspects must
be worked out by the program man-
 ager on a lake-by-lake basis.
4.C How to Sample

   Presented in this section are
procedures for mapping the distribu-
tion of rooted aquatic plants, collect-
ing, and determining the relative
density of plant types along a transect.

   Basically, these sampling activities
are divided into four main segments.

  •  Confirming the sampling date
     and weather conditions and
     going through boating safety and
     sampling equipment checklists
     prior to launching the sampling
     boat (Tasks 1 through 3).
  •  Touring the shoreline and map-
     ping the location of aquatic plants
     at or near the surface (Task 4).
  •  Finding the sampling site, setting
     up a transect line, collecting
     plants along that line, and esti-
     mating plant densities (Task 5).
  •  Returning to shore and shipping
     the data forms and plant samples
     (Task 6).

    The program manager should
 provide volunteers with a sampling
 schedule and a sampling protocol
 sheet. Volunteers' common sense and
 good judgment dictate when it is
 appropriate to sample. Both good and
 unacceptable weather conditions
 should be defined for  volunteers
 during training sessions.  Under no
 circumstances should  volunteers be on
• the water during rain  or electrical
 storms, high winds (white caps), or
 other unsafe conditions.

-------
                            MONITORING AQUATIC PJLAWi
   TASK 1
Confirm sampling day and weather
conditions.

Elements of Task 1

 Q Check the sampling date on the
    program sampling schedule.

 Q Check the current and forecasted
    weather and decide if the condi-
    tions allow for safe sampling.
    The volunteer should also be
    instructed to confirm this decision
    after personally inspecting lake
    conditions prior to launching the
    boat and beginning the sampling
    trip.
   TASK 2
Go through the boating safety
equipment checklist

   Before leaving shore, volunteers
must confirm that all the safety
equipment is on board. Boating safety
is a subject that volunteers need to
take seriously because they will be
moving around the boat, leaning over
the edge, and working with equip-
ment.

   Volunteers should wear a life
preserver (Type 1,2 or 3 personal
flotation device) at all times. Volun-
teers should educate themselves about
safe boating laws and the rules of the
road.

Elements of Task 2

  Q  Confirm that the following
     boating safety equipment are on
     board the sampling boat:

   • A personal flotation device for
     each person that is Coast
     Guard-approved, readily
     available, and the proper size

   • First aid kit

   • Other equipment that may be
     required by State and local
     boating laws

-------
  62     CHAPTER 4
  TASKS
Go through equipment and supply
checklist for sampling tasks.

   Before leaving shore, volunteers
must make sure that they have all the
needed sampling equipment.

 Elements of Task 3

  Q Confirm that the following
    sampling equipment is on board.

   •  Anchor
   •  Calibrated transect line (floating
      line marked off in meters) with
      anchor and buoy
   •  Weighted calibrated sounding
      line for measuring water depth
   •  Weighted rake with throwing
      line
   •  Plastic bags for plant specimens
      labeled with the lake name, the
      date, and the site location
      (Transect #1, Site #1).
   •  Clipboard, pencils and water-
      proof marker
   •  Map of lake with sampling
      site(s) marked
   •  Protocol sheet
   •  Data recording sheets

  Q Confirm that the shipping box
    with frozen ice packs is on shore.
  TASK 4
Map the location of aquatic plants at
or near the surface.

   For this task, volunteers must take
a tour of the shoreline and observe
areas of the lake where aquatic vegeta-
tion is on or near the surface. Using a
clean copy of a lake map, volunteers
draw a sketch showing the extent of.
rooted aquatic plant beds (see map on
page 63).

-------
            AN AQUATIC PLANT MAP
                             Emergents and
                              Floating Leaf
                                Plants
VOLUNTEER LAKE

-------
  64     CHAPTER 4
  TASKS
Estimate plant type density and
collect a sample for professional
identification.

   From shore, the volunteer will
locate the sampling site designated
by the program manager and
establish a transect line perpendicu-
lar from shore. Following along this
line at specified intervals, the
volunteer will cast a weighted rake
to the lake bottom and pull up
aquatic vegetation.

   This vegetation will be sorted,
and the volunteer will make a
qualitative estimate of the percent-
age and density of plant types.
Specimens of each  type will be
bagged for shipment to a botanist
for identification.

 Elements of Task 5

  Q Find the designated sampling
    site and tie the end of the
    transect line securely to a tree
    or stake at the water's edge.
  Q Move the boat away from
    shore and stretch the transect
    line to the desired length.
  Q Attach the buoy and anchor so
    that the line remains floating,
    thus forming the transect.
  Q Measure and record the lake
    depth at the end of the transect
    using the weighted calibrated
    sounding line.
Q  Confirm that the throwing line
   is securely attached to the .
   weighted rake (can be an
   ordinary garden rake).
Q  Facing the shore, pitch the
   weighted rake straight ahead
   (the 12 o'clock position) about
   six feet from the boat.
Q  Allow the rake to settle to the
   lake bottom and then pull the
   line so that the teeth of the rake
   drag along the floor of the lake.
Q  Bring the rake back into the
   boat and remove all the vegeta-
   tion trapped on the teeth. Sort
   different plant types into
   separate piles.
Q  Examine the piles and estimate
   the percentage of each plant
   type found. Record on the
   sampling form. The total must
   add up to 100 percent.
Q  Repeat the procedure at the 3,6
   and 9 o'clock positions.
 Q After all four samplings are
   completed, examine the sorted
   piles and give each plant type a
   density rating. (See the density
   rating chart on the figure,
   Example of an Aquatic Plant
   Sampling Form on page 67.)
    If a plant type was found in all
   four casts and for each cast the
   teeth of the rake were full,
   mark 5.  If the plant was found
   moderately on all four casts,
   mark 4. If the plant type was
   found in only three of the four
   casts, mark 3, and so on.

-------
            ESTIMATING PLANT TYPE DENSITY
                                Sampling Points  I
 A transect line is stretched from the shoreline to the end of the littoral
 zone. Sample sites are marked on the line for the raking survey.
A rake is pitched at each o'clock position and then dragged along the
lake bottom.  The rake is then hauled back into the boat, and the
Collected vegetation is sorted into plant types.

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 66     CHAPTER 4
Task 5 Continued

Q  Remove a few healthy specimens
   from each of the sorted piles of
   plant types, shake off excess
   water, and place them in a
   properly labeled collection bag.

Q  Move the boat along the transect
   line to the next sampling point
   and repeat these activities. (The
   number of sampling points
   should be determined by the
   program manager.)

Q  If practical, keep all collected
   plant fragments in the boat for
   proper disposal on land since
   many nuisance species reproduce
   from fragments.
  TASK 6
Shipment of samples and forms

   Volunteers pack and forward the
shipping container with the plant type
samples to the program botanist for
identification. In addition, the data
sheet with the density rating for each
plant type and sampling observations
must be sent to the coordinating
agency for analysis. Volunteers
should also request additional sup-
plies or equipment as needed.

 Elements of Task 6

  Q  Confirm that the bags containing
     the plant type specimens are
     securely sealed and properly
     labeled.

  O  Place the bags and ice packs in
     the mailing box and seal the
     container.

  Q  Ship the box as soon as possible.

  Q  Confirm that all the sections of
     the sampling forms have been
     completed. Write down any
     additional observations of
     activities that may affect sam-
     pling results, such as harvesting,
     herbicide application, or in-
     creased recreation.

  ,Q  Send the sampling information to
     the program coordinator.

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                         MONITORING AQUATIC PLANT''
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-------
  68     CHAPTER 4
References

    Jessen, R. and R. Lound. 1962. An Evaluation of a Survey Technique for
    Submerged Aquatic Macrophytes. Game Investigational Rep. No. 6. MN
    Dept. Conserv, Div. of Game Fish.

    Olem, H. and G. Flock, eds. August, 1990. The Lake and Reservoir Restoration
    Guidance Manual 2nd ed. EPA 440/4-90-006. Prep. N. Am. Lake Manage.
    Soc. for U.S. Environ. Prot. Agency, Off. Water, Washington, DC.

    State of Michigan Dept. of Natural Resources. December, 1987. Common
    Aquatic Plants of Michigan. Land Water Mgt. Div., Lansing, MI.

    U.S. Environmental Protection Agency. August 1990. Volunteer Water
    Monitoring: A Guide for State Managers. EPA 440/4-90-010. Off. Water,
    Washington, DC.


   Additional program material relating to volunteer monitoring of aquatic
   plants is available from these States:

   New York
        New York Citizens Statewide Lake Assessment Program
        New York State Department of Environmental Conservation
        Division of Water - Lake Services Section
        50 Wolf Road, Room 301
        Albany, NY 12233-3502

   Vermont
        Vermont Lay Monitoring Program
        Department of Environmental Conservation
        Water Quality Division
        103 S. Main Street
        Waterbury,VT 05676

-------
       Chapter 5
      Monitoring
Dissolved Oxygen

-------
  70     CHAPTER 5
5.A  Dissolved Oxygen
     Parameters

   The amount of dissolved oxygen in
the water is an important indicator of
overall lake health. When oxygen is
reduced, organisms are stressed.
When oxygen is absent, all oxygen-
breathing life forms must either move
to an oxygenated zone or die.

   There are also many chemical
reactions that occur depending on
whether or not oxygen is in the water.
For example, an essential plant nutri-
ent, phosphorus, can be released from
bottom sediments when oxygen is
reduced in the lower layer of a lake.

   Dissolved oxygen conditions are
best characterized by measuring the:

  •  dissolved oxygen profile (mea-
     surements from the surface to the
     bottom at set intervals); and
  •  temperature profile (at the same
     intervals).

 Dissolved Oxygen Profile

   When characterizing the oxygen
 condition in a lake, it is important to
 know how oxygen concentrations
 differ from the surface to the bottom.
 In lakes that have a problem with low
 dissolved oxygen, it is not unusual to
 measure high dissolved oxygen levels
 at the surface during the day because
 algae in the photic zone are photosyn-
 thesizing and producing oxygen. At
 night, these same algae respire and
 consume oxygen.
   Near the bottom, however, there
may be low or no oxygen because
decomposers are absorbing it while
breaking down the "rain" of organic
matter (dead algae cells, zooplankton,
fish) falling from above.

   A profile of oxygen measurements
taken from top to bottom may provide
insight on the relative populations of
oxygen-producing plants and bottom-
dwelling decomposers.

Temperature Profile

   Water temperature plays an
important role in determining the
amount of oxygen found in the lake.
Oxygen is more soluble in cold than
warm water. Most lakes over 20 feet
deep stratify during the summer into a
warm, lighted upper layer (epilim-
nion) and a cold, dark lower layer
(hypolimnion). Thus, the cold lower
layer can potentially hold more
oxygen than the warmer upper layer.

    Usually these layers do not mix;
 thus, the bottom layer is cut off from
 atmospheric oxygen and oxygen-
 producing plants. Consequently,
 bottom oxygen can become depleted if
 there is an active population of decom-
 posers in the bottom sediments. For
 these reasons, it is important to define
 the thermal layers in a lake when
 characterizing dissolved oxygen
 conditions.

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                         MONITORING DISSOLVED OXYGEN
 5.B  Sampling Considerations

    Temperature and oxygen profiles
 should be taken at a site directly over
 the deepest portion of the lake basin.
 If the lake has several distinct basins,
 the program manager may require
 volunteers to sample each at the
 deepest location.

    Temperature and oxygen profile
 measurements should begin with
 spring overturn. At that time, both
 temperature and oxygen concentration
 are uniform from top to bottom in
 most lakes. Sampling should continue
 throughout the summer season. It
 may be even useful to extend the
 program to fall overturn.

    To track the progress of oxygen
 depletion in the lower layer, sampling
 should be conducted every two weeks.
 In some cases, it may be useful to
 build some flexibility into the program
 and encourage volunteers to gather
 profile data after large, windy storms.
 This effort will document whether lake
 stratification breaks down under
 storm or high wind conditions.

   Additionally, if there is a large crop
 of aquatic weeds or algae, the plan-
 ning committee may wish to have
 volunteers sample the oxygen concen-
 tration in the photic zone in the early
 morning to evaluate the impact of
 nighttime respiration.

   There are two methods of measur-
ing dissolved oxygen in a lake. Volun-
teers can use a dissolved oxygen field
kit, or a submersible oxygen meter.
    Field kite are available from many
 manufacturers. All kits basically
 require that volunteers take a water
 sample and analyze dissolved oxygen
 using a titrimetric procedure.  The
 sample must be analyzed immediately
 after collection.

    To get meaningful results, volun-
 teers must observe strict sample
 handling protocol. Contact with the
 air, agitation, exposure to strong
 sunlight, and temperature and pres-
 sure changes will affect the oxygen
 content of a sample.

    These factors, plus the fact that
 several dissolved oxygen measure-
 ments are needed to make up a profile,
 makes the use of field kite generally
 unsuitable for volunteer programs that
 are monitoring the dissolved oxygen
 profile in lakes. If the goal of the
 program, however, is to simply
 sample oxygen in the photic zone and
 not create a full water column profile,
 a dissolved oxygen kit may be an
 attractive and less expensive alterna-
 tive.

   The most convenient method for
 taking both oxygen and temperature
 profiles, however, is to use a portable
 oxygen meter that incorporates a
 thermistor. The meter displays a
 dissolved oxygen readout based on the
 rate of diffusion of molecular oxygen
across a membrane. The thermistor
component of the instrument provides
a temperature readout.

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  72     CHAPTER 5
   Each meter manufacturer provides
detailed instructions on sampling
protocol and how and when to cali-
brate the meter to obtain guaranteed
precision and accuracy. Calibration
should be done by experienced
program personnel at the manufac-
turer-recommended intervals. This
means the instrument will have to be
transported between the volunteer and
program officials between those
intervals.

   For convenience, citizen monitor-
ing programs can purchase a meter
with a permanent membrane to avoid
having to calibrate it before each trip.

5.C  How to Sample

   Suggested procedures for measur-
ing temperature and oxygen profiles
of a lake are described in this section.
Sampling activities can be divided into
three sections:

  •  Confirming the sampling date
     and weather conditions and
     going through boating safety and
     sampling equipment checklists
     prior to launching the sampling
     boat (Tasks 1 through 3).
  •  Finding the sampling site and
     documenting observations about
     water and weather conditions
     (Tasks 4 and 5).
  •  Taking a temperature and oxygen
     profile, entering the readings on
     the sampling form, and then
     mailing the form to program
     officials (Tasks 6-8).  To take a
    profile measurement, lower a
    thermistor and oxygen probe on a
    calibrated cable through the
    water column. At specified
    intervals, read and record the
    temperature and dissolved
    oxygen concentration.

   The program manager should
provide a sampling schedule and a
sampling protocol sheet to volunteers.
In general, monitors should be in-
structed to conduct sampling between
10 a.m. and 3 p.m. Volunteers must
understand, however, that there is
flexibility in both the day and time,
especially in consideration of weather
conditions.

   Volunteers' common sense and
good judgment should dictate when it
is appropriate to sample.  Both good
and unacceptable weather conditions
should be defined during training
sessions.  Under no circumstances
should volunteers be on the water
during rain or electrical storms, high
winds (white caps), or other unsafe
conditions.

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                         MONITORING DISSOLVED OXY
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  74     CHAPTER 5
   TASKS
Go through equipment and supply
checklist for sampling tasks.

   Before leaving shore, volunteers
must confirm that they have all the
needed sampling equipment.

 Elements of Task 3

  Q Confirm that the following
    sampling equipment and supplies.
    are on board the boat

   • Anchor (with a measured line if
      a depth check is required). Two
      anchors are helpful on windy
      days.
   • Weighted calibrated sounding
      line for measuring depth
   • Clipboard and pencils
   • Map of lake with sampling site
      and landmarks marked
   • Sampling protocol sheet
   • Sampling form
   • Dissolved oxygen meter with
      thermistor
   TASK 4
J
Position boat at the designated
sample site.

   The volunteer must locate the
sample site on the water. Whether or
not a marking buoy is used, the
position should be verified using a
shoreline landmark method (described
in Chapter 3).

   Once the site is located, the volun-
teer can anchor the boat. Reposition-
ing the anchor once it is dropped
should be discouraged, especially in
shallow lakes, because it can stir up
sediments from the lake bottom.
Increasing sediment turbidity may
alter the data collected at the site.

   After anchoring, volunteers should
allow the boat to become stable.

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                         MONITORING DISSOLVED Ovyif|\Bi
    TASKS
 Complete the observations portion of
 the sampling form.

   Volunteers should record their
 observations about the lake and
 weather conditions on the sampling
 form. In addition, they should write
 down any unusual conditions that
 may affect the sampling results. A
 suggested format for a data form is
 presented on page 76.

   Reporting visual conditions such as
 water color and appearance will aid in
 the interpretation of data results. For
example, if the sampling trip was
conducted after a storm, thermal
stratification may have broken down
and caused mixing of the layers.

 Elements of Task 5

 Q Record the lake and site name,
    the date, the time of sampling,
    and the names of volunteers
    doing the sampling.

 Q Record weather and water
    condition observations.

 O Record any other factors or
    conditions that make the sam-
    pling trip unusual or may poten-
    tially influence results. For
   example, report any chemical,
   mechanical, or biological control
   of algae or rooted aquatic plants.
                                        TASK 6
Measure the depth of the site.

   Using the weighted calibrated
sounding line, volunteers should
measure the depth of the site and
record it on the sampling form. It is
important to know the depth because
the oxygen probe must not be allowed
to come in contact with the lake
bottom.

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76    CHAPTER 5
      •
      s/i  crt
                                                    \
       o  Q
       5  do


       *•  !
       3  I

-------
                        MONITORING DISSOLVED OXYGEN
   TASK 7
Measure the temperature and dis-
solved oxygen profile.

   The thermistor and oxygen probe is
lowered into the water at the specific
intervals designated by the program
manager. Volunteers will record
readings on the data form.

 Elements of Task 7

 Q Check to make sure that the
    oxygen probe is securely attached
    to the measured line.

 Q Lower the probe into the water
    just below the surface, let the
    probe acclimate according the
    manufacturer's instructions, take
    a temperature and oxygen
    reading, and record it on the data
    sheet.

 Q Lower the thermistor to the next
    deeper interval and repeat these
    steps.

 Q Continue to collect readings at
    each interval until the probe is
    approximately one to two meters
    above the bottom.
   TASKS
Ship forms.

   This task requires volunteers to
forward the data sheet with the
temperature and oxygen profile data
and the observation information to the
coordinating agency.

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  78     CHAPTER 5
References

    Olem, H. and G. Hock, eds. August, 1990. The Lake and Reservoir Restoration
    Guidance Manual. 2nd ed. EPA 440/4-90-006. Prep. N. Am. Lake Manage.
    Soc. for U.S. Environ. Prot. Agency, Off. Water, Washington, DC.

    Standard Methods for the Examination of Water and Wastewater. 16th ed. 1985.
    Am. Pub. Health Ass., Am. Water Works Ass., and Water Pollu. Control
    Fed. 1985. American Public Health Association. Washington, DC.

     U.S. Environmental Protection Agency. August 1990. Volunteer Water
    Monitoring: A Guide for State Managers. EPA 440/4-90-010. Off. Water,
    Washington, DC.


   Additional program material relating to the monitoring of dissolved oxygen
   and temperature is available from the following States:

   New York
        New York Citizens Statewide Lake Assessment Program
        New York State Department of Environmental Conservation
        Division of Water-Lake Services Section
        50 Wolf Road, Room 301
        Albany, NY 12233-3502

   Tennessee
        TVA Citizen Water Quality Monitoring Program
        Tennessee Valley Authority
        Water Quality Department
        2S-270C Haney Building
        311 Broad Street
        Chattanooga, TN 37402-2801

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          Chapters
    Monitoring Other
     Lake Conditions
<—i

-------
  80     CHAPTER 6
6.A Monitoring Sedimentation

   Sedimentation problems occur
when erosion is taking place in the
watershed. Surface runoff washes
sand and silt into the lake where it
settles to the bottom and creates
shallow areas that interfere with lake
use and enjoyment. In addition,
sediments often carry significant
amounts of nutrients that can fertilize
rooted aquatic plants and algae.

   Citizens can characterize the build-
up of sediments by measuring water
depth and the depth of unconsolidated
(soft bottom) sediments  in key areas
(mouths of tributary streams or near
an eroding shoreline). In this manner,
a historical record of sedimentation
can be developed.

   To measure sediment, set up a
transect line and sample at specified
intervals along it. A basic procedure
involves the use of two dowels
(probes) about one inch  in diameter
and long enough to stick above the
surface at the deepest point of mea-
surement. Securely attached to the
bottom of one probe is a nine-inch
plate (a pie pan works well). Both
probes are calibrated in  meters and
tenths of meters.

   Working along a transect line,
volunteers can:

  •  locate the  sample site along a
     transect;
  • measure and record the depth of
     the water from the  surface to the
    top of the sediments using the
    probe with the plate on the end;
 •  push the other probe into the
    sediments until first refusal (it
    becomes hard to push) and
    measure and record the depth.
    The difference between the two
    depths is the thickness of the
    unconsolidated sediments.
   The number of transects and the
location of sites along those transects
will be decided by the planning
committee. By participating in a
sediment recording program, the
volunteers will gain appreciation that
erosion and sedimentation is an
important lake management problem.

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                     MONITORING OTHER LAKE CONDITION'
 6.B  Monitoring Suspended
       Sediment

    Some of the silt and organic matter
 that enters a lake does not settle to the
 lake bottom. Instead it remains
 suspended in the water.  These sus-
 pended solids decrease water trans-
 parency and can affect the suitability
 of the lake habitat for some species.  In
 addition, solids often carry in signifi-
 cant amounts of nutrients that fertilize
 rooted aquatic plants and algae.

    Total solids is a term used to de-
 scribe all the matter suspended or
 dissolved in water. Total suspended
 solids is that portion of the total solids
 that are retained on filter paper after a
 sample of water is passed through.

   Citizens can monitor the sus-
 pended sediment condition by mea-
 suring two parameters:

  •  water transparency using a Secchi
     disk; and
  •  total suspended solids.

   The Secchi disk is a instrument that
 measures water clarity. The reader is
 referred to Chapter 3 of this manual
 for a thorough explanation of its use in
 lake monitoring.

   The concentration of total sus-
pended solids in a water sample is
analyzed in a laboratory. Procedures
involve the use of a filtering appara-
tus, a special drying oven that can
maintain a constant temperature
 between 103° and 105° F and a sensi-
 tive analytical balance capable of
 weighing material to 0.1 milligrams.

   In most cases, volunteers will take
 a grab sample just below the surface in
 an area designated by the planning
 committee. The sample must be kept
 cold and shipped to the laboratory as
 soon as possible after collection to
 minimize microbiological decomposi-
 tion of solids.

   This monitoring is particularly
useful for analyzing trends in sus-
pended material after storm events.
For this reason, the planning commit-
tee may wish to instruct volunteers to
sample on a two-week schedule for
baseline purposes and then to conduct
additional sampling after storms.

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  82     CHAPTER 6
6.C Monitoring Acidification

   A citizen monitoring program that
focuses on lake acidification usually
examines:

  •  pH, a measure of lake acidity
     status; and
  •  alkalinity, a measure of the acid
     neutralizing capacity of a sub-
     stance.

   The pH is measured on a scale of 0
to 14. The lower the pH, the higher
the concentration of hydrogen ions
and the more acidic the solution. Acid
rain typically has a pH of 4.0 to 4.5. In
contrast, most lakes have a natural pH
of about 6.0 to 9.0.

   Alkalinity, or acid-neutralizing
capacity, refers to the ability of a
solution to resist changes in pH by
neutralizing acid input. In most lakes,
buffering is accomplished through a
complex interaction of bicarbonates,
carbonates, and hydroxides in the
water. The higher the alkalinity, the
greater the ability of the water to
neutralize acids.
    Lakes with low alkalinity are not
well buffered. These lakes are often
adversely affected by acid inputs.
After a short time, their pH levels will
drop to a point that eliminates acid-
intolerant forms of aquatic life. Fish
are particularly affected by low pH
 waters.
   The planning committee can
designate pH and alkalinity sampling
to occur at the lake's center or at
special areas of interest. The depth
where samples are taken can vary with
program objectives, but one meter is
usually sufficient for a general charac-
terization of the lake.

   Sampling should occur from spring
overturn until  the end of the summer
season. Both pH and alkalinity are
affected by biological activity; there-
fore, the planning committee may
direct volunteers to sample every two
weeks. The time of the day that the
sample is taken should be noted on the
sampling form. The pH normally rises
during active photosynthetic periods.

   The pH of a lake sample can be
easily determined by using a portable,
battery-powered pH meter. In gen-
eral, pH meters are accurate and easy
to use. However, they do need to be
calibrated at regular intervals accord-
ing to the manufacturer's instructions.
Training on both meter use and
calibration is important. A pH meter
can also be used in the analysis of
alkalinity.

    As an alternative to a pH meter,
volunteers can use a pH test kit. To
conduct the test, volunteers add an.
indicator dye  to a measured amount of
 water sample. The dye produces a
 color based upon the pH. Volunteers
 can then compare the color with a
 standard color of a known pH.

-------
                    MONITORING OTHER LAKE CONDITIONS
    The pH test kits come in several
 varieties. Some can test for a wide pH
 range, others are designed to test
 narrow ranges. It is best to know the
 approximate pH of the lake to be
 sampled and choose the kit best suited
 to the planning committee's purpose.
 The program manager should plan to
 conduct regular quality control checks
 because when the dyes age, they
 sometimes give erroneous results.

    The objectives of the volunteer
 monitoring program, economic
 considerations, and the data quality
 requirements of the users will guide
 the decision on whether to use a
 colorimetric test kit or a pH meter.

   The other parameter used to
 characterize a lake's acidification
 condition is alkalinity. Volunteers can
 measure alkalinity in the field by using
 a test kit. The procedure involves
 monitoring the changes in pH of a
 water sample as an acid is dripped
 into it. Volunteers calculate alkalinity
based on the amount of acid it took to
reach an end point pH.

   The end point pH for determining
alkalinity varies according to the
approximate actual alkalinity of the
sample.
Alkalinity
(mgCaCO3/L)
30
150
500
Routine (unsure)
Endpoint
pH
4.9
4.6
4.3
4.5
   When titrating, the end point pH
can be determined in two basic ways:

   •   by using a pH meter; or
   •   by mixing a standard indicator
        solution into the sample and
        watching for a color change
        that will occur when the
        desired end point pH is
        reached.

   There are several kits on the market
that can be used to measure alkalinity.
Each kit has its own procedures that
should be followed carefully.

   As with pH, the objectives of the
volunteer monitoring program and the
data quality requirements of the
program customers will guide the
decision on which test kit to purchase.
   The Gran analysis method is an
   alternative technique for charac-
   terizing a lake's acidification con-
   dition. Commonly used in scien-
   tific studies of acidic deposition,
   the method provides information,
   referred to as acid neutralizing ca-
   pacity because it includes carbon-
   ate,  bicarbonate, and hydroxide
   alkalinity  plus  the additional
   buffering capacity of organic
   acids and other compounds.

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  84     CHAPTERS
6.D Monitoring Bacteria at
     Bathing Beaches

   A wide variety of disease-causing
organisms can be transmitted to
humans at bathing beaches. Sources
of pathogens include sewage, runoff
from animal or wildfowl areas, and
even swimmers themselves.

   Because of the risk of waterborne
disease, it is good public health
practice to test beaches periodically
during the swimming season.  Public
health officials usually monitor for the
presence of one or more indicator
organisms as part of a regular sam-
pling program. The relative abun-
dance of an indicator organism found
in a water sample serves as a warning
for the likely presence of other, more
dangerous pathogens in the water.

   The indicator organisms most often
used to indicate sanitary conditions at
bathing beaches are:

  •  fecal coliform bacteria; and
  •  enterococcus bacteria.

    Coliforms belong to the enteric
bacteria group, Enterobacteriaceae,
which consists of various species
found in the environment and in the
intestinal tract of warm-blooded
animals. Fecal coliforms are the  part
of the coliform group that are derived
from the feces of warm-blooded
animals. The fecal  test differentiates
between coliforms of fecal origin and
those from other sources.
   Enterococcus are a subset of the
fecal coliform group. Like fecal
coliforms, they, too, indicate fecal
contamination by warm-blooded
animals.  They are useful because they
are found only in certain animals.
Examination of the ratio of fecal
coliform to enterococcus can, there-
fore, indicate whether the bacterial
pollution is from humans or animals.

   Most public health officials recom-
mend weekly testing of swimming
beach areas. Sampling should occur
at one or more sampling sites in water
three to four feet deep. A sterilized
sampling bottle should be prepared by
the laboratory.

   The number of sites needed will
vary with the length and configuration
of the beach. One site is generally
adequate if the beach shoreline is 300
linear feet or less. If the shoreline is
between 300 and 700 linear feet, a
minimum of two sites is recom-
mended. A beach shoreline greater
than 700 feet requires three or more
sample sites.

   There are six steps in most basic
procedures:

  •  Remove the cap from a sterile
     collection bottle without touching
     the inside of the cap or the inside
     of the bottle.
  •  Grip the bottle at the base and
     plunge it in a downward motion
     into the water to a depth of 12 to
     18 inches.

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                    MONITORING OTHER LAKE CONfimONS
   •  Using a forward sweeping
      motion (so water is not washed
      over the hand into the bottle),
      invert the bottle and bring it to
      the surface.
   •  Empty it slightly to leave ap-
      proximately one inch of air at the
      top.
   •  Re-cap the container, then label
      and store it at a temperature
      between 39° and 45° F.
   •  Transport the bottle to the
      laboratory as soon as possible
      after sampling.

    Sampling for bacteria at beaches
 should be conducted under the
 auspices of the  local health depart-
 ment. Analysis should be done at a
 certified laboratory. If a problem is
 found, program officials should notify
 health authorities for follow-up testing
 and mitigation activities.

    The sampling protocol for monitor-
 ing bacteria concentrations at natural
 bathing beaches will also vary accord-
 ing to program  objectives and the
 requirements of data users who, in
 many instances, are officials of the
 local health department. Most health
 departments have strict criteria and
 procedures that must be followed
 when sampling for indicator organ-
 isms like fecal coliform or enterococ-
 cus bacteria. The volunteer sampling
 protocol, therefore, must follow the
protocol used by the health depart-
ment.

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  86     CHAPTERS
References

    Connecticut Dept of Health Services. 1989. Guidelines for Monitoring Bathing
    Waters and Closure Protocol. CT Dept. Environ. Prot, Hartford.

    Olem, H. and G. Flock, eds. August, 1990. The Lake and Reservoir Restoration
    Guidance Manual. 2nd ed.  EPA 440/4-90-006. Prep. N. Am. Lake Manage.
    Soc. for U.S. Environ. Prot. Agency, Off. Water, Washington, DC.

    Standard Methods for the Examination of Water and Wastewater. 16th ed. 1985.
    Am. Pub.  Health Ass., Am. Water Works Ass., and Water Pollu. Control
    Fed. 1985. American Public Health Association. Washington, DC.

     U.S. Environmental Protection Agency. August 1990. Volunteer Water
    Monitoring: A Guide for State Managers. EPA 440/4-90-010. Off. Water,
    Washington, DCi

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           Chapter 7
             Training
   Citizen Volunteers
t—'

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  88     CHAPTER 7
7.A The Training Process

   Training the volunteers to do their
jobs properly is an essential compo-
nent of a successful monitoring
program. Significant amounts of time
and resources should be budgeted
specifically to plan, present, and
evaluate volunteer training.

   The payoff from effective volunteer
training rises well above the initial
costs. From the program manager's
perspective, good training means less
time and energy spent answering and
re-answering basic procedural ques-
tions.

   From the volunteers' perspective,
effective training stimulates confi-
dence and increases the desire to do
the job right. In addition, the data
collected by well-trained volunteers
tend to be of higher quality and thus
more valuable to users.

   Training is a dynamic process. It
does not simply begin and end with a
kickoff classroom session for new
volunteers. For example, follow-up
training must occur to resolve specific
operating problems discovered in an
on-going program.

   Even experienced volunteers
benefit from occasional continuing
education sessions, which help every-
one stay in touch with the program
and foster the ideal of team effort.
   The planning committee should
plan volunteer training from three
basic perspectives:

 • training new volunteers;
 • training experienced volunteers
    (about new equipment, improved
    methods, or simply to provide a
    refresher course on sampling
    protocol); and
 • solving specific operating prob-
    lems.

   Each of the three training perspec-
tives requires the presentation of
unique material. The training pro-
cesses involved in presenting mis
material, however, are similar.

   Basically, the volunteer training
process can be broken down into five
phases.

  • Phase 1: Creating a Job Analysis

  • Phase 2: Planning the Training

  • Phase 3: Presenting the Training

  • Phase 4: Evaluating the Training

  • Phase 5: Conducting Ongoing
    Coaching, Motivation, and
    Feedback

Each of these phases are discussed in
the following sections.

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                            TRAINING CITIZEN VOLUNTEERS
 7.B  Creating a Job Analysis

    The job analysis phase is the
 hardest yet the most important part of
 training development.  The job analy-
 sis is a list of all the tasks volunteers
 must accomplish when sampling a
 parameter. Its purpose is to ensure
 that sampling procedures are per-
 formed by volunteers consistently
 throughout all the program lakes.

    When job tasks are performed with
 consistency:

  •  quality standards can be devel-
     oped;
  •  time and cost requirements can be
     evaluated;
  •  performance evaluation criteria
     can be developed; and
  •  the data user can have greater
     confidence in the data results
     (especially when comparing the
     data from one lake with another).

   There are four steps in creating a
job analysis:

  • developing a list of sampling
    tasks;
  • determining the required quality
    level for each task;
  • defining the job elements that
    comprise each task; and
  • creating a sample protocol or job
    description handout for the
    volunteers.
    The sampling protocols presented
 in the previous chapters can be used as
 a basic outline for crea'ting job analy-
 ses. The planning committee can take
 the job tasks, quality levels, and
 elements described in the chapters and
 add the detail unique to the operation
 of their individual program.

    The job description handout is an
 important product of this phase. An
 overall objective of this job description
 is to provide each program volunteer
 with clear instructions of what to do
 when performing each monitoring
 task.

   A well-written handout can have
 several other uses, as well. For
 example, the job description:

  •  can be used as a volunteer
     recruitment tool. (Potential
     volunteers can preview the tasks
     involved before committing to the
     program);
  •  can serve as the basic outline for
     planning a training session; and
  •  can be used as a management tool
     for supervising and evaluating
     volunteer performance.

   Once a job description is proposed,
members of the planning committee
(and a few volunteers) should test it in
the field. The feedback will be useful
in fine-tuning the job description
document.

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  90     CHAPTER 7
7.C Planning the Training

   Once the job analysis is completed
and a job description prepared, the
planning committee can start design-
ing the actual training session. The
committee must decide if the training
is to occur in a group setting or on a
one-on-one basis.

   Group training saves money and
time, especially when there are many
volunteers who must be trained
simultaneously. This approach has its
drawbacks because every lake has
unique characteristics. Thus, there
may be circumstances or problems
that can be addressed only on an
individual basis.

    For example, training the volunteer
to locate a sampling site is best done
on that lake.  One-on-one training is
more time consuming and expensive
but allows program managers to
instruct and demonstrate procedures
under actual conditions experienced
by the volunteer. For those programs
operating under strict quality assur-
ance/quality control guidelines,
individual one-on-one training is
essential.

    In practice, it is often best to
structure the training program so that
there are group sessions as well as
individual follow-up sessions for each
lake. Given this scenario, the group
presentation can be used to introduce
program personnel and educate the
volunteers about the following topics:
  •  purpose, goals, and objectives;
  •  basic lake ecology, preservation,
     and management;
  •  how the collected data will be
     used and by whom;
  •  the role of volunteers;
  •  lake condition being monitored;
  •  parameters to monitor the
     condition;
  •  procedures to measure the
     parameters;
  •  distribution and preparation of
     the sampling equipment; and
  • how the results are reported to
     the data users and to the
     volunteers.

  On-lake follow-up sessions will
reinforce what was taught in the
classroom and allow program officials
to adapt any special variations of
training protocol. Topics such as how
to find a sampling site and how to
prepare samples for shipment can be
discussed and practiced at the actual
locations.

   In most instances,  the job descrip-
tion document will serve as the
foundation of the training session.
Thus, the training session can be
broken down into a series of mini
lessons designed to teach the skills
needed to perform each of the tasks in
the job description. An example of
how to plan a mini lesson is presented
on the following pages.

-------
                            TRAINING CITIZEN VOLUNTEERS
 Sample
 Mini Lesson:
 Secchi Disk
   The content and activities of the mini lesson need
to be planned so that the task is covered thoroughly
within the time allotted. The lessons should include
volunteer participation wherever possible.  Active
participation usually  stimulates questions and en-
hances the learning experience.
                Training Topic: Measuring Algae
           Mini Lesson:   Taking a Secchi disk measurement

              Objective:   To train volunteers how to use a Secchi disk and
                         record the reading on the data sheet.

           Time Allotted:   30 minutes

             Equipment:   Secchi disks (to be distributed to volunteers)
                         Rope lines (to be attached by the volunteers)
                         Clothes pins
                         Data sheet
                         Pencils
Topic A: Introduce the Secchi disk

 • Distribute the equipment to the
    volunteers.
 • Explain that the basic purpose
    of the Secchi disk is to measure
    water transparency.
 • Discuss the historical signifi-
    cance of the Secchi disk mea-
    surement.
 • Explain standard characteristics
    of the disk.
             Topic B: Note factors influencing
                      water transparency
                      readings

               • Have the volunteers name
                 factors that may influence
                 Secchi disk readings (eyesight/
                 glare or water reflection/cloud
                 cover/algae in the water/
                 sediment/waves).
               • Discuss the factors that influ-
                 ence readings.

-------
  92     CHAPTER 7
Topic C: Purpose of the Secchi
         disk measurement

  • Discuss how the Secchi disk
    data collected by the volunteers
    will be used and by whom.
  • Discuss the importance of data
    quality.
 Topic D: How to take a Secchi
          disk measurement

  •  Demonstrate how a reading is
     taken.
  •  Discuss the range of Secchi disk
     depths likely to be encountered
     ;n the field.
 Topic E: Attaching, marking, and
         flagging the line

  • Demonstrate how the line is tied
     to the Secchi disk.
  • Demonstrate how a Secchi disk
     line is measured and marked (in
     inches).
  • Demonstrate how to attach and
     label duct tape flags to the line at
     six-inch intervals.
  II Instruct the class to attach,
     measure, mark, and flag their
     Secchi disk lines.
Topic F: Learning the motions

 •  Demonstrate the task of making
    Secchi disk measurements
    (including placing the clothes
    pins on the line at the point the
    Secchi disk disappears and
    reappears).
 •  Instruct the class to practice
    attaching the clothes pins to the
    line and making a reading.
Topic G: Filling out the data sheet

  • Demonstrate how to record the
    Secchi disk measurement on the
    data sheet.
Topic H: Quality control

  •  Discuss standard operating
     procedures (including the impor-
     tance of taking the measurement
     on the shady and calm side of the
     boat, not wearing sunglasses, and
     so forth).
 Topic I:  Closing the lesson

  •  Review the Secchi disk measure-
     ment procedure and ask for
     questions.

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                            TRAINING CITIZEN VOLilRTE
  7.D  Presenting the Training

    The time and effort spent on the
  first two phases of volunteer training
  pay off during the third phase, the
  presentation. Volunteers appreciate a
  well-organized and well-paced
  training session.

  There are four steps that go into
  presenting an effective training
  session:

   • preparation,
   • presentation,
   • demonstration, and
   • review.

 Preparation

    There is nothing more important
 than good preparation. The lesson
 planning phase discussed in the
 previous section will provide the
 trainer with the basic agenda for the
 session. The trainer, however, will
 have the responsibility to adapt the
 lesson to the expectations, knowledge,
 and experience of the audience. An
 effective trainer, for example, will
 prepare separate sessions for new
 volunteers and experienced volun-
 teers.

   The person presenting the training
must know the material and be
organized.  Lectures, activities, and
discussions should be planned and
kept to a timetable.
     Similarly, demonstration materi-
 als, audio/visual equipment, and
 handouts must be accessible and easily
 incorporated into the presentation.
 The trainer must be able to anticipate
 and respond to problems and ques-
 tions that may occur during an actual
 training session.

    The trainer must always rehearse
 the session to work out any presenta-
 tion bugs. Additionally, members of
 the planning committee should be
 given an opportunity to critique the
 performances of the trainers.

 Presentation

    Given all the planning and prepa-
 ration work that goes into it, the actual
 presentation may be the easiest part of
 the whole training process. A relaxed
 presentation that fulfills the education
 objectives is the basic goal. While
 trainers will bring their own styles to
 the training session, there are basic
public speaking techniques that
should be used, which include:

 • establishing rapport with the
    audience;
 • enunciating dearly and distinctly;
 • using effective body language;
 • using eye contact; and
 • encouraging questions and
    comments.

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  94     CHAPTER 7
Demonstration

   Whether in the classroom or in the
field, volunteers must be allowed to
demonstrate what they have learned.
The trainer should observe volunteers
closely and offer immediate feedback
in terms of positive reinforcement or
corrective assistance. This portion of
the session is usually when the real
learning takes place.

Review

   During the review portion of the
training session, the trainer summa-
rizes what was learned and the
audience is given an opportunity to
ask questions. The session should
close with the reassurance that volun-
teers will continue to receive training
throughout their tenure with the
monitoring program.
7.E Evaluating the Training

   Has the training been successful?
Have the learning objectives been met?
The trainer and planning committee
will never know unless the training is
evaluated.

   Training evaluation encompasses
the entire training process and in-
cludes the volunteer's perspective as
well as that of the planning committee.

   Basically, training evaluation
focuses on:

  •  training methods,
  •  training content, and
  •  training environment.

   To gain immediate feedback about
training, have volunteers fill out
evaluation forms at the end of the
session. Perhaps more effective,
however, is to observe volunteers in
action during the sampling season. If
there are problems or if techniques are
not performed according to desired
sampling protocol, trainers may need
to apply new methods in subsequent
 training sessions.

-------
                             TRAINING CITIZEN VOLUNTEER?!
  7.F  Follow-up Coaching,
       Motivation, and Feedback

     As stated previously, training is
  conducted throughout the life of the
  monitoring program.  Follow-up
  coaching is an integral part of the
  training process.

     Coaching usually occurs on a one-
  on-one basis and serves many pur-
  poses. Specifically, it:

   •  maintains communication
      between the volunteer and
      program officials;
   •  allows the volunteer to ask
      questions and resolve problems;
   •  motivates the volunteer and
      conveys a sense of teamwork; and
   •  provides a format for implement-
      ing new or improved sampling
      techniques.

    The key to follow-up coaching is
I personal contact. In many cases,
 however, it is enough to call volun-
 teers periodically to find out how they
 feel the program is going and ask if
 they have questions.  This personal
 touch, which increases  volunteer
 satisfaction, should be maintained
 throughout the life of the program.
   The companion manual to this
document, Volunteer Water Monitoring:
A Guide for State Managers, discusses
several other ways to maintain volun-
teer interest. These techniques in-
clude:
  • sending volunteers regular data
    reports;
  • keeping volunteers informed
    about all uses of their data;
  • preparing a regular newsletter;
 • having program officials be easily
    accessible for questions and
    requests;
 • providing volunteers with
    educational opportunities;
 •  keeping the local media informed
    of the goals and findings of the
    monitoring effort;
 •  recognizing the efforts of the
    volunteers through certificates,
    awards, or other means; and
 • providing volunteers with
   opportunities to grow with the
   program through additional
   training, learning opportunities,
   and changing responsibilities.

-------
  96     CHAPTER 7
References

    Zaccarelli, H.E. 1988. Training Managers to Train: A Practical Guide to Improve
    Employee Performance. Crisp Publ., Inc., Los Altos, CA.

    U.S. Environmental Protection Agency. August 1990. Volunteer Water
    Monitoring: A Guide for State Managers. EPA 440/4-90-010. Off. Water,
    Washington, DC.

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           Chapter 8
          Presenting
          Monitoring
             Results
r—

-------
  98     CHAPTER 8
8.A Overview of Data
     Presentations

   One of the basic tenets of successful
volunteer monitoring programs is that
sampling data must be properly
analyzed and presented. Volunteers
need to see their sampling data
interpreted and presented as findings
if they are to maintain their interest in
the program. Organizing agencies and
other data users also need to see that
the program is generating useful
information.

   Techniques for presenting volun-
teer data may vary depending on the
technical background of the target
audience. This chapter will focus on
reporting monitoring results to those
citizen volunteers who participate in
the program; however, the methods
that are outlined here should prove
useful to other data users as well.

The Importance of
Credible Data

    Volunteer monitoring programs
must ensure that data released to the
public are absolutely accurate. Misin-
formation can occur when data are too
hastily or sloppily collected, stored,
analyzed, or presented. When this
happens, the credibility and hence, the
 utility of the volunteer program is
 thrown into question.

    To ensure that volunteer-collected
 data are credible and defensible,
 program managers must carefully
 plan and maintain a quality assurance
program. Approved data collection
methods must be established and
followed; data must be stored and
documented according to specific
quality assurance protocols; incoming
data must be constantly reviewed; and
staff time should be committed in
advance to conduct concise, clear,
accurate analyses and presentations of
volunteer-collected data. Further
information on these quality assurance
considerations is available in the EPA
document, Volunteer Water Monitoring:
A Guide for State Managers.

Presenting the Data

   Some citizen monitoring programs
issue annual reports at the end of the
sampling season. Others rely on
regularly-issued newsletters or
bulletins. Whatever the format, it is
always important to keep in mind the
interest, background, and level of
technical understanding of the target
audience.

   Three rules apply when presenting
data to volunteers.

   • The data presentation should
      not be overly technical or
      insultingly simple. Graphics are
      extremely helpful.

    • The data presentation should
      convey information with a
       specific purpose in mind (e.g.,
       to show a trend, to illustrate
       seasonal variations or variations
       with depth, or to identify
       problem sites).

-------
                   PRESENTING MONITORING RESULTS
THREE COMMON GRAPHS
        The Bar Graph
       The Pie Graph
      The Line Graph
            Ye«r
    •  The data presentation must be
       timely and relevant to the lake
       condition. Volunteers and other
       data users will lose interest in
       the program if significant delays
       occur between the sampling
       season and the presentation of
       data results.

    It is not enough to simply list the
 data when preparing a summary
 report for volunteers. Instead, the
 author of the report should use an
 appropriate combination of graphs,
 summary statistics, maps, and narra-
 tive interpretation. Some common
 options for presenting the data are
 discussed below.

 Graphs

    Choosing a graphic format that will
 best transfer information about the
 monitoring data requires careful
 thought. Three basic  types of graphs
 are often used to present volunteer
 monitoring information:

  •  bar graph,
  •  pie graph, and
  •  line graph.

   The bar graph uses column bars of
varying lengths to compare data.  This
graph places special emphasis on
individual values in the data set rather
than overall trends.

   The pie graph compares parts to
the whole. In a pie graph, each value
in the data set is represented by a
wedge in a circular pie. The pie as a

-------
 100    CHAPTER 8
whole equals 100 percent of the total
values in the data set. The size of any
individual wedge, therefore, corre-
sponds to the percentage that the
value represents to the total.

   The line graph effectively shows
changes (or trends) over a period of
time or space.  Unlike bar graphs, it
does not place emphasis on the
individual values in the data set.

   Listed below are some basic rules
when creating graphs.

  •  Prepare the graph with an
     informational purpose in mind.
  •  Limit the number of elements
     used in the graph. The number of
     wedges in a pie graph should be
     five or less. The bars in a bar
     graph should fit easily. Limit the
     number of overlaying lines in a
     line graph to three or fewer.
  •  Expand elements to fill the
     dimensions of the graph. Unless
     there is a specific reason to
     emphasize magnitude or scale,
     trends and patterns can be
     distorted if the graph is off-
     balance.  Strive to balance the
     height and width so that informa-
     tion is represented accurately.
  •  Choose scales that quickly and
     easily illustrate values.
  •  Title the graph to describe clearly
      what it presents.
  •  Label the axes clearly and do not
      overcrowd points along axis lines.
 •  Use a legend (or key) when
    appropriate.
 •  Present information concerning
    sampling time or conditions
    when appropriate.

Summary Statistics

   Summary statistics are useful for
conveying information about a data
set. These statistics should succinctly,
yet efficiently, transfer facts about the
measured variable.

   Textbook statistics assume that if a
parameter is measured a large number
of times under a common universe of
circumstances, the measurement
values will be distributed at random
around an average value. If the
relative frequency of these values are
plotted against value magnitude, the
result will be the familiar Gaussian
(normal or bell-shaped) curve. The
specific shape of this curve is defined
by two statistics, the mean (or average)
of the data  set values and the standard
deviation.

    The mean is a statistic that de-
scribes the  central tendency of the data
set. Standard deviation describes the
variability or spread of the data
around the mean. Traditionally, the
mean and standard deviation are the
statistics used to summarize a set of
lake data.

    In practical application, however,
 the mean and standard deviation are
 not always the appropriate summary
 statistics to use because lake data do

-------
                      PRESENTING MONITORING RESI
not usually follow textbook patterns of
normal distribution around an average
value.  Instead, the data are frequently
skewed in one direction or the other.

   This skewness occurs because there
are many important factors that
influence lake conditions, including
the changing seasons, weather condi-
tions, and activity in the lake and
watershed.  As a result, the parameters
used to describe lake conditions are
constantly in a state of flux.
   Thus, skewness can usually be
expected, especially when measuring
the parameters that characterize an
algal condition (Secchi disk transpar-
ency, chlorophyll a, and total phospho-
rus concentration). Chlorophyll a
concentration, for example, may go
through several cycles each year. It
may be low in the spring, high during
a mid-summer algae bloom, and low
again in the fall.
        GAUSSIAN (NORMAL) AND SKEWED DATA CURVES
                              Data Values

-------
 102    CHAPTER 8
Robust Statistics

   Whenever there is an irregular or
uncertain pattern of data values for a
lake parameter, robust summary
statistics should be used. A robust
statistic conveys information under a
variety of conditions. It is not overly
influenced by data values at the
extremes of the data distribution.

   Median and interquartile range are
robust statistics that describe central
tendency and spread around the
median, respectively. Both these
summary statistics are unaffected by
extreme points. Consequently, they
are usually more appropriate for
summarizing lake data than the
traditional mean and standard devia-
tions.

   Both the median and interquartile
ranges are based on order statistics.
They are derived by ordering data
values from high to low. The median
is simply the middle value of the data
set. The interquartile range is the
difference between the value at the 75
percent level and the value at the 25
percent level.
The Box Plot

   The box plot is a convenient
method of presenting lake data based
on the robust order statistics. In one
simple graphic, the box plot can
provide information on:

  • the median,
  • data variability around the
    median,
  • data skew,
  • data range, and
  • the size of the data set.

   A box plot is constructed using the
following steps:

  1. Order the data from lowest to
    highest.

  2. Plot the lowest and highest values
     on the graph as short horizontal
     lines. These are the extreme
     values of the data set and repre-
     sent the data range.

  3.  Determine the 75 percent value
     and 25 percent value of the data
     set. These values define the
     interquartile range and are
     represented by the location of the
     top and bottom lines of the box.

  4. The horizontal length of the lines
     that define the top and bottom
     lines of the box (the box width)
      can be used as a relative indica-
      tion of the size of the data set.
      For example, the box width that
      describes a lake data set of 20

-------
                     PRESENTING MONITORING RESULTS
         ELEMENTS OF
         THE BOX PLOT
        Maximum
          value
I
 75%
value
         Median
          value
          25%
         value
       Minimum
         value
                  3-.
                  fir
                              values can be displayed twice as
                              wide as a lake with a data set of
                              10 values. Alternatively, the
                              width may be set as proportional
                              to the square root of the sample
                              size.  Any proportional scheme
                              can be used as long as it is
                              consistently applied.

                           5.  Close the box by drawing vertical
                              lines that connect to the ends of
                              the horizontal lines.

                           6.  Plot the median as a dashed line
                              in the box.

-------
 104    CHAPTER 8
8.6 Algae Results

   The information in this section will
be presented by using a data set from
a fictitious lake appropriately named
Volunteer Lake.

   Volunteer Lake was sampled on
the 1st and 15th of the month from
May 15 to October 15. The lake depth
at the sampling station was 30 feet. At
one sampling site over the deepest
part of the lake, volunteers:
measured Secchi disk trans-
parency,
took a chlorophyll a sample at
a depth of 3 feet, and
took total phosphorus samples
at depths of 3 feet and 26 feet.
                   DATA FROM VOLUNTEER LAKE
Secchi disk
Sampling Reading
Date (feet)
May 15
Junel
June 15
Julyl
July 15
August 1
August 15
September 1
September 15
October 1
October 15
10.6
10.4
6.3
6.8
7.4
6.1
5.5
3.1
2.7
7.2
10.0
Chloro-
phyll a
(Mg/L)
2.3
3.9
8.4
8.5
7.3
16.4
19.7
42.7
85.1
16.0
8.7
Total P
at 3 feet
(Mg/L)
31.7
54.3
32.5
26.4
13.9
12.6
13.0
18.9
10.4
42.3
41.7
Total P
at 26 feet
(Mg/L)
30.4
36.4
35.7
41.0
64.8
102.7
98.4
112.6
54.3
42.3
43.5

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                      PRESENTING MONITORING RESULTS
 Secchi Disk Transparency

   Secchi disk transparency is a
parameter that interests volunteers.
Data are easily understandable and
can be presented by a modified bar
graph. The horizontal axis presents
the sampling dates and the vertical
axis represents the lake's water
column. Miniature Secchi disks
extend down from the surface to the
actual Secchi disk reading.

   General trends in Secchi disk
measurements can be noted in this
data presentation, but the graphic
emphasis is on the individual reading
on each sampling date.
                                    BOX PLOT OF
                                SECCHI DISK DATA
                                    12 -r
                                a
                                IE
                                to
                  SECCHI DISK MEASUREMENTS
      Q
      3
      a
  o

 -2

 -4

 •6

 -8

-10

-12

-14

-16

-18'

-2Q.

-22'

-24-

-26'

-28-

-30
                                                 	
                   6/1   6/15  7/1   7/15  8/1  8/15   9/1  9/15  10/1  10/15
                              Sampling Date

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 106    CHAPTER 8
Chlorophyll a

   Chlorophyll a is usually best
presented in a traditional bar graph.
By examining this data presentation,
volunteers can observe when chloro-
phyll « concentrations were high and
low during the sampling season.

   The horizontal axis presents the
sampling dates. The vertical axis is a
scale of chlorophyll a values. Like the
Secchi disk graph, general trends can
be noted, but the graphic emphasis is
on the chlorophyll a concentration on
each sampling date.
     BOX PLOT OF
CHLOROPHYLL a DATA
I.
O
O
'S
£
m
i
a
s
CL
g
O
5
1UU
90-
80 -
70-
60-
50-
40-
30-
20-
10-
0
















— i—
                 CHLOROPHYLL a MEASUREMENTS
           !
           8
           O
                  s/is  en  ens 7/1 7/is  en  ens  9/1  «/is i
-------
                     PRESENTING MONITORING RESULTS
Total Phosphorus

   The total phosphorus graph
displays the surface and bottom data
together. By examining this double
bar graph, volunteers can observe
when phosphorus concentrations
were high and low in each zone. In
addition, they can compare surface
and bottom concentrations on each
sampling date.

   The horizontal axis presents the
sampling dates. The vertical axis is a
scale of total phosphorus values. As
with the other bar graphs, general
trends in measurements can be noted,
but the graphic emphasis is on phos-
phorus concentrations measured on
each sampling date.
         TOTAL PHOSPHORUS
           MEASUREMENTS
   BOX PLOTS OF TOTAL
    PHOSPHORUS DATA
1
Q.
8
120
115
110
105
100
95 -
90-
85-
80-
75 -
70
65
60-
55-
50-
45-
40-
35-
30-
25-
20-
15-
10-
5-
0













	





Phosphorus Phosphorus
3' depth 26' depth
      sns  m ens  m 7/15 m  an sn  wis  i»i «vis

                Sampling Date
       Phos. at 3' depth

       Phos. at 26* depth

-------
 108    CHAPTER 8
Data Interpretation

   In addition to displaying graphs,
box plots, and summary statistics, the
report author must provide interpreta-
tion of what the data presentations
mean. The interpretation process
begins with a data analysis by an
experienced limnologist. The report
author then has the critical job of
putting technical analysis into terms
that can be understood by volunteers.
Toward this end, data interpretation is
often best presented in the context of
an explanation of how the lake func-
tions during a seasonal cycle.

   Although time-consuming, a
thoughtful explanation by the report
author rewards volunteers with
greater insight and understanding of
their lake.

   Examples of observations and
reasonable conclusions based on the
data from Volunteer Lake may include
the following:

  •  Secchi disk readings were highest
     in May and October, and lowest
     in September.

  •  Chlorophyll a concentrations
     were relatively low from May
     through July. After July 15,
     concentrations increased, reach-
     ing a maximum concentration on
     September 15.

  •  Phosphorus concentrations at a
     depth of 3 feet were generally
     moderate in May and October
and relatively low in the summer.
Phosphorus concentrations near
the lake bottom were generally
moderate in May, June, and
October. Concentrations in-
creased during the summer,
reaching a maximum on Septem-
ber 1.

The algal population can affect
water clarity during the summer
and early fall. This is evidenced
by the fact that Secchi disk
readings and chlorophyll«
concentration followed opposite
paths. When one was high, the
other was low. Notably, the
lowest Secchi disk reading
occurred on the same date as the
highest chlorophyll a concentra-
tion (September 15).
The reduction of water transparency
on June 15 may be due to algae, but
it may also be due to increased water
turbidity from a spring rain. A check
of the field data sheet can often
explain sudden variations in data
magnitude.

Algae take up and then remove
phosphorus from the surface
waters as they die and sink to the
lake bottom. This is evidenced by
lowered phosphorus concentra-
tions during the summer.

The lake probably stratifies into a
warmer upper layer (epilimnion)
and a colder lower layer (hy-
polimnion). Also, the lower layer
probably is also anoxic in the
summer. This theory is sup-

-------
                   PRESENTING MONITORING RESAJL
 ported by the large concentration
 of phosphorus found in the lower
 layer during those months. The
 likely source of this phosphorus is
 lake bottom sediments that leach
 phosphorus to the overlying
 waters under anoxic conditions.

 In all likelihood, Volunteer Lake
 experiences a spring and fall
 overturn. This is evidenced by
 nearly equal shallow and deep
 total phosphorus concentrations
 on May 15 (spring overturn),
 October I, and again on October
 15 (fall overturn).  The nearly
 equal concentrations indicate that
 the lake is mixing vertically and
 distributing phosphorus evenly
 throughout the water column.

 There may be a problem with fall
 algal blooms, which will reduce
 water clarity. Fall overturn may
be stimulating increased growth
when it brings phosphorus
(released from the sediments
during anoxic conditions) to the
surface waters. Algae often
reproduce rapidly when given
this new pulse of nutrients.
 Trophic State

    Secchi disk transparency, chloro-
 phyll a, and total phosphorus are often
 used to define the degree of eutrophi-
 cation, or trophic status of a lake. The
 concept of trophic status is based on
 the fact that changes in nutrient levels
 (measured by total phosphorus)
 causes changes in algal biomass
 (measured by chlorophyll a) which in
 turn causes changes in lake clarity
 (measured by Secchi disk transpar-
 ency).

    A trophic state index is a conve-
 nient way to quantify this relationship.
 One popular index was developed by
 Dr. Robert Carlson of Kent State
 University. His index uses a log
 transformation of Secchi disk values as
 a measure of algal biomass on a scale
 from 0-110.

    Each increase of ten units on the
 scale represents a doubling of algal
 biomass. Because chlorophyll a and
 total phosphorus are usually closely
 correlated to Secchi disk measure-
 ments, these parameters can also be
 assigned trophic state index values.

   The Carlson trophic state index is
 useful for comparing lakes within a
 region and for assessing changes in
 trophic status over time. Thus it is
often valuable to include an analysis of
trophic state index values in summary
reports of a volunteer monitoring
program.

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 110    CHAPTER 8
   The program manager must be
aware, however, that the Carlson
trophic state index was developed for
use with lakes that have few rooted
aquatic plants and little non-algal
turbidity.  Use of the index with lakes
that do not have these characteristics is
not appropriate.
   The formulas for calculating the
Carlson trophic state index values for
Secchi disk, chlorophyll a, and total
phosphorus are presented below.
Also presented is a table that lists the
trophic state values and the corre-
sponding measurements of the three
parameters.







TSI
0
10
20
30
40
50
60
70
80
90
100
TSI = 60 - 14.41 In Secchi disk (meters)
TSI = 9.81 In Chlorophyll a (ug/L) + 30.6
TSI = 14.42 In Total phosphorus (ug/L) + 4.15
where:
TSI = Carlson trophic state index
In = natural logarithm
Secchi Surface Total Surface
disk Phosphorus Chlorophyll a
(meters) (ug/L) (ug/L)
64 0.75 0.04
32 1.5 0.12
16 3 0.34
8 6 0.94
4 12 2.6
2 24 6.4
1 48 20
0.5 96 56
0.25 192 154
0.12 384 427
0.062 768 1,183

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                       PRESENTING MONITORING RESULT
   Ranges of trophic state index
values are often grouped into trophic
state classifications.  The range be-
tween 40 and 50 is usually associated
with mesotrophy (moderate produc-
tivity). Index values greater than 50
are associated with eutrophy (high
productivity). Values less than 40 are
associated with oligotrophy flow
productivity).
   Presented below are Carlson
trophic state index values for Volun-
teer Lake. Summer averages (June 15 •
September 1) are used in the calcula-
tions. As seen from the TSI values,
Volunteer Lake can be classified
somewhere near the border of
mesotrophy and eutrophy.
            Secchi Disk

               Average Summer Secchi disk = 5.9 feet = 1.8 meters
               TSI = 60 -14.41 (In Secchi disk (meters))
               TSI = 60-(14.41) (0.59)
               TSI = 51.5


            Total Phosphorus

               Average Summer Surface Total Phosphorus = 19.6 ug/L
               TSI = 14.42 (In Total phosphorus (ug/L)) + 4.15
               TSI = (14.42) (2.98) = 4.15
               TSI = 47.1
            Chlorophyll a

               Average Summer Chlorophyll a = 17.2 ug/L
               TSI = (9.81) (In Chlorophyll a (ug/L)) + 30.6
               TSI = (9.81) (2.84)+30.6
               TSI = 58.5

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 112    CHAPTER 8
8.C Aquatic Plant Results

   Chapter 4 describes three activities
that volunteers can use to monitor the
rooted aquatic plant condition:

   •   mapping the distribution of
       plants at or near the surface;
   •   estimating percent composi-
       tion and relative density of
       plant types at stations located
       along a transect line that runs
       perpendicular from shore; and
   •   collecting plant types for
       professional identification.
   Reporting the results of these
activities can be relatively straightfor-
ward. The rough aquatic plant map
drawn by volunteers can be cleaned-
up and reproduced (see below).

   Estimates of the percent composi-
tion of the different plant types at each
transect station are best displayed by
using a pie graph.  Relative density
information can also be incorporated
into the graph. Identified plants can
be listed along with a sketch and a
short description.
                                  AQUATIC PLANT MAP
                                  FOR VOLUNTEER LAKE

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         PRESENTING MONITORING RESULTS
         SITE #1 AQUATIC PLANTS:
PERCENTAGE OF COMPOSITION AND DENSITY
                        Water Depth: 15 feet
                               Plant Type #1
                               Plant Type #2
                               Plant Type #3
        SITE #2 AQUATIC PLANTS:
PERCENTAGE OF COMPOSITION AND DENSITY
                           Water Depth: 6 feet
                              Plant Type #1
                              Plant Type #2
                              Plant Type #3
                              Plant Type #4
                              Plant Type #5

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 114    CHAPTER 8
              AQUATIC PLANTS IN VOLUNTEER LAKE
      Plant Type #1
                           Common Name:
                           Scientific Name:
                               Description:
Eurasian watermilfoil
Myriophyllum spicatum
Long, hollow stem with
whorled leaflets. Leaflets are
unforked and arranged in a
feather-like pattern. Spacing
between whorls are often
varied so that plants may
appear bushy or long and
stringy.
      Plant Type #2
                           Common Name:
                            Scientific Name:
                               Description:
Coontail
Ceratophyttum demersum L.
A submerged plant without
roots. Leaves are whorled
around the stem. Leaflets
are forked. Most plants are
bushy in appearance,
especially towards the tip,
which resembles the tail of a
raccoon.
Drawings on pages 114 and 115 front: Common Aquatic Plants of Michigan

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               PRESENTING MONITORING RESULTS^* I-IT5
Plant Type #3
                      Common Name:
                      Scientific Name:
                         Description:
 Sago pondweed
 Potamogeton pectinatus L.
 Leaves are alternate, long,
 and threadlike. The leaves
 form dense clumps on the
 branches and appear
 broomlike in the water.
Plant Type #4
                     Common Name:
                     Scientific Name:
                         Description:
Clasping-leaf pondweed
Potamogeton richardsonti
Leaves are alternate, wide,
and wavy with parallel
venation. The leaves also
have a broad base that clasps
the stem. The plant often
branches toward the tip.
Plant Type #5
                     Common Name:
                     Scientific Name:
                         Description:
Bushy pondweed
Najas flexilis
Slender stem with many
branches. Leaves are
whorled, narrow, and
ribbonlike, and enlarged at
the base. Leaves are tapered
to a fine point. Because
spacing between whorls
varies, plants appear bushy.

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 116     CHAPTER 8
8.D Dissolved Oxygen Results

   As in Section 8.B, this information
will be presented using fictitous data
set from Volunteer Lake.

   Temperature and oxygen profiles
were measured at one sampling site
located over the deepest part of the
lake on April 15 and July 15. Using a
temperature/oxygen meter, volun-
teers recorded readings at five-foot
intervals from the surface to the lake
bottom. A data table of the results is
presented below.
   Results of the temperature and
dissolved oxygen measurements
(profiles) can be presented together on
the same line graph (page 117). The
horizontal axis displays a range of
values that can be read both as dis-
solved oxygen units (mg/L) and
temperature units (°C). The vertical
axis represents the water column of
the lake with the surface at the graph's
top and the lake bottom at the graph's
bottom.
                 TEMPERATURE AND OXYGEN DATA
                       FROM VOLUNTEER LAKE
Lake
Depth
(feet)
Surface
5
10
15
20
25
30
April 15
Temp. Oxygen
(°C) (mg/L)
7.8
7.8
7.9
7.9
7.9
7.9
8.0
11.5
11.5
11.5
11.5
11.4
11.4
11.4
July 15
Temp. Oxygen
(°C) (mg/L)
26.1 9.0
25.0 8.8
25.0 8.1
15.3 2.9
11.5 1.2
11.0 0.1
11.0 0.1

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                 PRESENTING MONITORING RESULTS
TEMPERATURE AND OXYGEN PROFILES IN VOLUNTEER LAKE
    SL
    3
    £
    2
          -5



         -10
         -15-
-20
         -25
         -30
                        APRIL 15
           0  2  4  6  8  10 12 14 16 18 20 22  24 26  28

                 Temperature (°C) and Oxygen (mg/L)
     Temperature

     Oxygen
    3
                         JULY 15
           0  2 4  6  8  10 12 14 16 18 20 22  24 26  28

                 Temperature (°C) and Oxygen (mg/L)

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 118    CHAPTER 8
References

    Carlson, R.E. 1977. A Trophic State Index for Lakes. Limnol. Oceanogr.
    22363-369.

    Cooke, G.D., Welch, E.B., Peterson, S.A. and Newroth, P.R. 1986. Late and
    Reservoir Restoration. Butterworth Publ. Stoneham,MA.

    State of Michigan Dept. of Natural Resources. December, 1987. Common
    Aquatic Plants of Michigan. Land Water Mgt. Div., Lansing, MI.

    New York State Dept. of Environmental Conservation and Federation of
    Lake Associations, Inc. 1990. Diet for a Small Lake: A New Yorker's Guide to
    Lake Management. Albany.

    Reckhow, K.H. and S.C. Chapra. 1983. Engineering Approaches for Late
    Management. Vol 1 Data Analysis of Empirical Methods. Butterworth Publ.
    Woburn, MA.

     U.S. Environmental Protection Agency. August 1990. Volunteer Water
    Monitoring: A Guide for State Managers. EPA 440/4-90-010. Off. Water,
    Washington, DC.

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              Appendix
Scientific Supply Houses

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120   APPENDIX

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                              SCIENTIFIC SUPPLY HOUSES
 A partial list of chemical and scientific equipment companies that supply volun-
 teer lake monitoring programs
 Fisher Scientific
 711 Forbes Ave.
 Pittsburgh, PA 15219-4785
 800/766-7000

 HACH Company
 P.O. Box 389
 Loveland,  CO 80539
 800/525-5940

 Hydrolab Corporation
 P.O. Box 50116
 Austin, TX 78763
 512/255-8841

 LaMotte Chemical Products
 P.O. Box 329
 Chestertown, MD 21620
 800/344-3100

 Millipore Corporation
 397 Williams Street
JVIarlborough, MA 01752
 800/225-1380
Thomas Scientific
99 High Hill Road at 1-295
P.O. Box 99
Swedesboro, NJ 08085-0099
609/467-2000

VWR Scientific
P.O. Box 2643
Irving, TX 75061
800/527-1576

Wildlife Supply Company
301 Cass Street
Saginaw, Ml 48602
517/799-8100

YSI Incorporated
1725 Brannum Lane
Yellow Springs, Ohio 45387
513/767-7241
Cost ranges for some typical monitoring  equipment

          Secchi disc	$20 - $40
          Water Samplers	$100 - $400
          Dissolved Oxygen Meter	$500 - $1,000
          Dissolved Oxygen Sampling Kit	$40 -$60
          pH Meter	$300 - $500
          pH Test Kit	$40 - $60
          Alkalinity Test Kit	$20 - $50
          Phosphate Test Kit	$100 - $400

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