United States
               Environmental Protection
               Agency
Atmospheric Research and
Exposure Assessment Laboratory
Research Triangle Park NC 27711
                Research and Development
EPA/600/S3-91/074 Feb. 1992
EPA       Project Summary
                The  Role of  Climate in  Forest
                Monitoring and  Assessment:  A
                New England  Example
                Ellen J. Cooler, Sharon K. LeDuc, Lawrence Truppi, and
                Donald R. Block
                  The development of cllmatological
                Information products to support eco-
                logical data collection and analysis Is
                described. The scope of research is
                narrowed to Issues of direct interest to
                the Joint U.S. Environmental Protection
                Agency Environmental Monitoring and
                Assessment Program (EMAP) and U.S.
                Department of Agriculture Forest Ser-
                vice New England Forest Health Moni-
                toring program (NDFHM).
                  Characteristics of cllmatological per-
                sistence and recurrence that are espe-
                cially critical to New England forest
                health and productivity  are Identified.
                These Include physical disturbance
                events (tornadoes, high winds, and wet
                snowfall), drought, growing degree
                days, and late spring freezes. Cllmato-
                logical data are assembled and presen-
                tations developed based on the analysis
                issue to be addressed: background (sta-
                tus  and  persistence), most recent de-
                cade (short-term trends), and most
                recent sampling year  (near-term  Im-
                pacts). A Geographic Information Sys-
                tem is used  for presentation,  data
                management, and analysis.
                   Major research findings focus on
                the application of climate data and
                products to  operational ecological
                monitoring  and analysis situations.
                Possible future activities are identified
                In the areas of new climatologies, pro-
                gram design, database acquisition, or
                development and applied research. AH
                these efforts  would result in  signifi-
                cant contributions to the development
                of a more coherent theory of natural
                disturbance and ecosystem response.
    This Project Summary was devel-
  oped by EPA's Atmospheric Research
  and Exposure Assessment Laboratory,
  Research  Triangle Park, NC, to an-
  nounce key findings of the research
  project that Is fully documented in a
  separate report of the same title (see
  Project Report ordering Information at
  back).

  Project Overview
    The  primary goal of this report is to
  define  a working hypothesis of climate/
  ecosystem interactions suitable for opera-
  tional environmental monitoring programs.
  Such an exercise is necessary before cli-
  mate research and analysis can become
  an integral part of these programs. Al-
  though the research has focused  on a
  specific cooperative EPA and USDA sam-
  pling project initiated during 1990, insights
  are provided pertinent to the general topic
  of climate/biosphere interactions.
    The approach adopted is to establish a
  common ground of concepts and terminol-
  ogy to facilitate exchanges between the
  climatological and ecological communities.
  This is accomplished through the careful
  definition of key terms and a discussion of
  the role of climate in current ecological
  theory.  The discussion provides an av-
  enue for identifying major environmental
  policy issues, establishing which of these
  are significantly climate related, and initiat-
  ing the development of the necessary data
  and analysis products.
     The hypothesis  developed is that the
  relationship of  climate (the synthesis of
  weather) to ecosystems depends on the
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  timo and space scale of the biological sys-
  tem to be monitored and the analyses to
  bo performed. Climatological averages and
  ranges reflect one set of physical bounds
  on the number of possible ecosystem states
  represented within a landscape. Inter-an-
  nual disturbances affect ecosystem health
  and productivity as measured by changes
  In growth, system energetics, plant popu-
  lations, and species characteristics. Dis-
  turbance events affect the persistence and
  recurrence of ecological states. Disturbance
  events vary with geographic location and
  can  be described by their frequency, size,
  and  magnitude. Many forest status, health,
  and  trend Indicators,  particularly those
  based on directly monitored observations,
  may be  incorrectly interpreted and inap-
  propriate associations between observa-
 tions construed unless mitigating or
 compounding  climatotogical factors are
  considered as well.

  Data and Methodology
    The vast array of possible climate/eco-
 system interactions that could be exam-
 ined  Is substantially narrowed by "targeting"
 the analysis to a particular geographic set-
 ting.  In this case, the cooperative U.S.
 EPA EMAP-Forests pilot and USDA For-
 est Service New England Forest Health
 Monitoring (NEFHM)  project has been se-
 lected (Figure 1).
    Data bearing on several major catego-
 ries of ecosystem  disturbances facilitate
 the assessment of forest response to se-
 vere  weather and tornadoes,  hurricanes,
 drought,  late spring  freeze, late spring
 snowfall,  and growing degree days. Sum-
 maries of Climatological means and distur-
 bance characteristics such as event
 frequency, magnitude, and size are devel-
 oped with particular attention to their rel-
 evance to forest status  and  health
 assessment. Given the events listed above,
 Table 1 summarizes all climate disturbance
 summaries pertinent to the New England
 region. An "X" indicates that the character-
 istic has been summarized within this re-
 port.  A blank entry indicates disturbance
 attributes that were not characterized. The
 entire set of products are stratified into
 three groups defined by the analysis issue
 to be addressed: background (status and
 persistence),  most recent decade  (short-
 term trends), and most  recent data year
 (near-term impacts).
   Products that describe the long-term,
or background climate of the New England
region are the  first of the three groups
discussed. Using the earlier analogy of
ecological persistence and recurrence, the
background climate defines, in part, the
"bounds'forthe recurring ecosystem states.
                                     o   o  o  c  <»  f.BV
 Figure 1.     The New England Forest Health Monitoring Program network of potential sampling
   The second, product group, a 10-year
analysis, emphasizes short-term variability
of climate stress. This also represents more
closely the regional response time of for-
est ecosystems to chronic Climatological
stress.
   Figure 2, developed as part of the dec-
adal summary, contains a  summary of
drought, growing degree day (GDD) sums,
spring  freezes, and warm spring snowfall
events in terms of the percent of the study
area affected. Drought, small GDD totals,
late spring freeze, and late snowfall dates
are included if, based on the entire climate
record  for a station, the current value is
expected to occur fewer than once in 20
years. A  one-in-100-year  return period
would be more appropriate, but statistical
approximations will be needed before val-
ues for most variables and locations can
be determined.
   The purposes  of Figure 2  are 1) to
facilitate visual identification of short-term
trends in forest-related climate  variables,
2) to identify  the frequency and size of
regional-scale climate events,  and 3) to
identify  associations of stressful climate
conditions.  This figure  does not quantify
the amount of forest damage  or forest
response to these stresses. The impact of

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Table 1.     Examples of Climate Disturbance (Stress) Products Developed for New England

Climate Variable                Frequency            Magnitude                Size
Tornadoes
Wind
Tropical cyclone
Drought
Temperature
Precipitation
Growing degree days
Late spring freeze
Late spring snowfall
intra-annual
intra-annual
X
X
X
X
X
X
X
intensity only
intensity only
intensity duration
intensity only
intensity orriy
intensity only
intensity only
intensity only
X
X
X
X
X
X
X
X
environmental stress will vary with ecologi-
cal system (although all of these measures
reflect local conditions) and  combinations
of stresses may result in threshold behav-
ior (discontinuities) or nonlinear increases
in damage. The figure represents a con-
sistent intensity of stress across stressors
and permits, for this decade, some gener-
alizations of  size/frequency relationships
which could be associated with monitored
forest status,  health, and trend indicators.
   Next, this 10-year summary is related
to the NEFHM sampling network. A distri-
bution of event/sampling area intersections
is constructed. Geographic  locations that
are classified as being located in the upper
tail of the distribution represent areas ex-
periencing a large number of relatively un-
usual climate events. Monitored data from
these areas might be expected to contain
stress characteristics that could be associ-
ated with natural climate stress. Geographic
locations classified as  belonging  in  the
lower tail of  the intersection  distribution
indicate  relatively few climate-related dis-
turbance events. Stress-related ecosystem
characteristics  in these areas could be
associated with non-climate stressors.
   The final climate summary example is
developed  for  the  most recent available
year of data. Such summaries  are prima-
rily used to aid in the interpretation  of the
current  year's  sampling program. These
products and analyses, in combination with
supplemental field observations, can help
to identify areas in need of special studies
and to suggest previously unknown sources
of stress or mortality.

Report Summary and Future
Work
    Forest response research has estab-
lished that climate plays an  important role
in forest ecosystems, influencing both per-
sistence and recurrence characteristics of
the landscape. Forests act as environmen-
tal integrators of both natural and anthro-
pogenic disturbances. New  monitoring
programs such as EPA EMAP and the
USDA FHM program hope to capture for-
est response to changes in these stresses,
but their observations cannot be correctly
interpreted without an  ability to discern
between natural climate variability and sig-
nals of permanent climatological change.
Likewise, changes in ecosystem health and
productivity cannot be accurately attrib-
uted to changes in societal behavior un-
less the ecosystem response to natural
disturbance can be better understood and
predictively modeled.
   This research addresses several criti-
cal climate impact issues. First, while ex-
isting historical networks may be adequate
for landscape or regional analyses, local
geographic influences critical to the devel-
opment of accurate predictive models  (a
stated  goal of the FHM) may be lost or
misinterpreted by using nonrepresentative
climate observations.
   Next, although there are  usually far
more climate data available  for analysis
than for ecosystem status and health, there
are serious quality control and representa-
tion  problems. Some of these issues are
currently being addressed by the atmo-
spheric science community, but true, uni-
form quality  control  of cooperatively
observed  weather conditions is a formi-
dable task.
   Finally, new data analysis technologies
offer unique opportunities to integrate pre-
viously intractable multimedia research is-
sues. With increased flexibility come new
challenges to research problem definition.
One issue illustrated in this research is the
problem of graphically representing an in-
herently temporal process  (climate/forest
interactions and dynamics) in a spatial set-
ting  (regional analysis). Remotely sensed
and new  ground-based monitoring  pro-
grams increase analysis opportunities, but
to realize this potential, there is first the
need to establish the new data in the as-
sessment process. Even if remotely sensed
data provide improved characterization of
spatial and temporal variability of the cli-
mate,  comparative relationships between
historic data sources  and new sources
must be established before they are rou-
tinely incorporated into ecological assess-
ment products.
     100
      80
      60
      40
      20
                      I   I Freeze
                      Wk ODD
                      @ Snow
                      • Drought
             _E0-
                                                                    _n
              1981   1982  1983  1984  1985   1986  1987  1988  1989  1990
                                          Year
                                           Figures.     Percent of New England region impacted by climate stress, 1981-1990.
                                                                     •&U.S. GOVERNMENT PRINTING OFFICE: 1991 - 648-080/40WS

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 Elian J. Cooler (also the EPA Project Officer, see below), Sharon K. LeDuc, and
   Lawrence Trupplare with Atmospheric Research and Exposure Assessment
   Laboratory, U.S. Environmental Protection Agency, Research Triangle Park, NC
   27711. Donald R. Block is with UNISYS Corporation, Research Triangle Park, NC
   27709.
 Tho complete report, entitled "The Role of Climate in Forest Monitoring and Assess-
   ment: A New England Example," (Order No. PB92-132869/AS; Cost: $26.00, subject
   to change)  will be available only from:
         National Technical Information Service
         5285 Port Royal Road
         Springfield, VA 22161
         Telephone: 703-487-4650
 The EPA Project Off her can be contacted at:
         Atmospheric Research and Exposure Assessment Laboratory
         U.S. Environmental Protection Agency
         Research Triangle Park NC 27711
United States
Environmental Protection
Agency
Center for Environmental Research
Information
Cincinnati, OH 45268
Official Business
Penalty for Private Use $300

EPA/600/S3-91/074

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