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             United States
             Environmental Protection
             Agency
               Office of Water
               Office of Science and Technology
               Washington, DC 20460
EPA-823-B-05-
003
December 2006
www.epa.gov
Draft Nutrient Criteria
Technical Guidance Manual

Wetlands
13

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15                                         DISCLAIMER
16
17
18   This  manual  provides  technical guidance  to  States authorized Tribes, and  other authorized
19   jurisdictions to establish water quality criteria and standards under the Clean Water Act (CWA),
20   in order to protect aquatic life from acute and chronic effects of nutrient overenrichment. Under
21   the CWA, States and authorized Tribes are  directed to establish water quality criteria to protect
22   designated uses. States  and authorized Tribes may use approaches for establishing water quality
23   criteria that differ from the approaches recommended in this guidance. This manual constitutes
24   EPA's  scientific recommendations  regarding  the  development of numeric  criteria reflecting
25   ambient concentrations of nutrients that protect aquatic life. However, it does not substitute for
26   the CWA or  EPA's regulations; nor is it  a regulation itself. Thus, it cannot impose legally
27   binding requirements on EPA, States, Authorized Tribes, or the regulated community, and might
28   not apply to a particular situation or circumstance. Further,  States and  Authorized Tribes may
29   choose to  develop  different types  of nutrient criteria  for wetlands that  are  scientifically
30   defensible and protective of the designated use, including narrative criteria. EPA may change
31   this guidance in the future.

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46                                     TABLE OF CONTENTS
47
48   CONTRIBUTORS	vii
49   ACKNOWLEDGMENTS	viii
50   LIST OF FIGURES	ix
51   LIST OF TABLES	x
52   LIST OF INTERNET LINKS/REFERENCES	xi
53   EXECUTIVE SUMMARY	1
54   Chapter 1    Introduction	5
55     1.1  INTRODUCTION	5
56     1.2  WATER QUALITY STANDARDS AND CRITERIA                                    6
57     1.3  NUTRIENT ENRICHMENT PROBLEMS	8
58     1.4  OVERVIEW OF THE CRITERIA DEVELOPMENT PROCESS                         11
59     1.5  ROADMAP TO THE DOCUMENT	12
60   Chapter 2    Overview of Wetland Science	16
61     2.1  INTRODUCTION	16
62     2.2  COMPONENTS OF WETLANDS	17
63     2.3  WETLAND NUTRIENT COMPONENTS	22
64   Chapter 3    Classification of Wetlands	30
65     3.1  INTRODUCTION	30
66     3.2  EXISTING WETLAND CLASSIFICATION SCHEMES	31
67     3.3  SOURCES OF INFORMATION FOR MAPPING WETLAND CLASSES                   42
68     3.4  DIFFERENCES IN NUTRIENT REFERENCE CONDITION OR SENSITIVITY TO NUTRIENTS
69     AMONG WETLAND CLASSES	45
70     3.5  RECOMMENDATIONS	46
71   Chapter 4    Sampling Design for Wetland Monitoring	50
72     4.1  INTRODUCTION	50
73     4.2  CONSIDERATIONS FOR SAMPLING DESIGN                                      52
74     4.3  SAMPLING PROTOCOL	57
75     4.4  SUMMARY	63
76   Chapter 5    Candidate Variables for Establishing Nutrient Criteria	65
77     5.1  OVERVIEW OF CANDIDATE VARIABLES	65
78     5.2  SUPPORTING VARIABLES	67
79     5.3  CAUSAL VARIABLES	70
80     5.4  RESPONSE VARIABLES	76
81   Chapter 6    Database Development and New Data Collection	82
82     6.1  INTRODUCTION	82
83     6.2  DATABASES AND DATABASE MANAGEMENT	82
84     6.3  QUALITY OF HISTORICAL AND COLLECTED DATA                              86
85     6.4  COLLECTING NEW DATA	88
86     6.5  QUALITY ASSURANCE / QUALITY CONTROL (QA/QC)	91
87   Chapter 7    Data Analysis	92
88     7.1  INTRODUCTION	92
89     7.2  FACTORS AFFECTING ANALYSIS APPROACH	92
90     7.3  DISTRIBUTION-BASED APPROACHES                                          94
91     7.4  RESPONSE-BASED APPROACHES	95
92     7.5  PARTITIONING EFFECTS AMONG MULTIPLE STRESSORS                         97
93     7.6 STATISTICAL TECHNIQUES	98
94     7.7  LINKING NUTRIENT AVAILABILITY TO PRIMARY PRODUCER RESPONSE           101
95   Chapter 8    Criteria Development	104
                                              IV

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 96     8.1   INTRODUCTION	104
 97     8.2   METHODS FOR DEVELOPING NUTRIENT CRITERIA                            105
 98     8.4   INTERPRETING AND APPLYING CRITERIA                                   112
 99     8.5   SAMPLING FOR COMPARISON TO CRITERIA                                  112
100     8.6   CRITERIA MODIFICATIONS	113
101    REFERENCES	114
102    APPENDIX A.  ACRONYM LIST AND GLOSSARY	139
103     ACRONYMS	139
104     GLOSSARY	141
105    APPENDIX B. CASE STUDY 1: DERIVING A PHOSPHORUS CRITERION FOR THE FLORIDA
106    EVERGLADES	145
107    APPENDIX B. CASE STUDY 2: THE BENEFICIAL USE OF NUTRIENTS FROM TREATED
108    WASTEWATER EFFLUENT IN LOUISIANA WETLANDS: A REVIEW	170

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                                      VI

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      December 2006 DRAFT
122
123
124                                      CONTRIBUTORS
125
126
127              Nancy Andrews (U.S. Environmental Protection Agency)
128              Mark Clark (University of Florida)
129              Christopher Craft (University of Indiana)
130              William Crumpton (Iowa State University)
131              Ifeyinwa Davis (U.S. Environmental Protection Agency)
132              Naomi Detenbeck (U.S. Environmental Protection Agency)
133              Paul McCormick  (U.S. Geological Survey)
134              Amanda Parker (U.S. Environmental Protection Agency)*
135              Kristine Pintado (Louisiana Department of Environmental Quality)
136              Steve Potts (U.S. Environmental Protection Agency)
137              Todd Rasmussen  (University of Georgia)
138              Ramesh Reddy (University of Florida)
139              R. Jan Stevenson  (Michigan State University)
140              Arnold van der Valk (Iowa State University)
141
142
143              *Principal Author
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144
145
146                                   ACKNOWLEDGMENTS
147
148
149    The authors wish to acknowledge the efforts and input of several individuals. These include
150    members of our EPA National Nutrient Team: Jim Carleton, Lisa Larimer and Sharon Frey;
151    members of the EPA Wetlands Division: Kathy Hurld, Chris Faulkner and Donna Downing; and
152    members of the Office of General Counsel: Leslie Darman and Paul Bangser. We also want to
153    thank Kristine Pintado (DEQ, Louisiana)  for her contributions and her careful review and
154    comments.
155
156    This document was peer reviewed by a panel of expert scientists. The  peer review charge
157    focused on evaluating the scientific validity of the processes and techniques for developing
158    nutrient criteria described in the guidance. The peer review panel comprised Dr.  Russel  B.
159    Frydenborg, Dr. Robert H. Kadlec, Dr. Lawrence Richards Pomeroy, Dr. Eliska Rejmankova and
160    Dr. Li Zhang. Edits and suggestions made by the peer review panel were incorporated into the
161    final version of the guidance.
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162
163                                     LIST OF FIGURES
164
165   Figure 1.1     Flowchart providing the steps of the process to develop wetland nutrient
166                 criteria
167   Figure 2.1     Schematic of nutrient transfer among potential system sources and sinks.
168   Figure 2.2     Relationship between water source and wetland vegetation. Modified from
169                 Brinson(1993)
170   Figure 2.3     Schematic showing basic nutrient cycles in soil-water column of a wetland
171   Figure 2.4     Range of redox potentials in wetland soils
172   Figure 2.5     Schematic of the nitrogen cycle in wetlands
173   Figure 2.6     Schematic of the phosphorus cycle in wetlands
174   Figure 3.1     Map of Omernik aquatic ecoregions
175   Figure 3.2     Map of Bailey ecoregions with coastal and estuarine provinces
176   Figure 3.3     Examples of first four hierarchical levels of Ecological Units
177   Figure 3.4     Dominant water sources to wetlands, from Brinson 1993
178   Figure 3.5     Dominant hydrodynamic regimes for wetlands based on flow pattern
179   Figure 3.6     Interaction with break in slope with groundwater inputs to slope wetlands
180   Figure 3.7     (Top) Cowardin hierarchy of habitat types for estuarine systems
181                 (Bottom) Palustrine systems, from Cowardin et al. 1979
182   Figure 5.1     Conceptual  model of causal pathway between human activities and ecological
183                 attributes.
184   Figure 7.1     Biological condition gradient model describing biotic community condition as
185                 levels of stressors increase.
186   Figure 8.1     Use of undisturbed wetlands as a reference for establishing criteria versus an
187                 effects based approach.
188   Figure 8.2     Tiered aquatic life use model used in Maine.
189   Figure 8.3     Percent calcareous algal mat cover in relation to distance from the P source
190                 showing the loss of the calcareous algal mat in those sites closer to the source
                                                 IX

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      December 2006 DRAFT
191
192                                      LIST OF TABLES
193
194   Table 1       Observed consequences of cultural eutrophication in freshwater wetlands
195
196   Table 2       Comparison of landscape and wetland classification schemes
197
198   Table 3       Features of the major hydrogeomorphic classes of wetlands that may
199                 influence background nutrient concentrations, sensitivity to nutrient loading,
200                 nutrient storage forms and assimilative capacity, designated use and choice
201                 ofendpoints
202
203   Table 4       Comparison of Stratified Probabilistic, Targeted, and BACI Sampling Designs

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December 2006 DRAFT
204
205
206
207 Chapter 1
208
209
210
211
212 Chapter 2
213
214
215 Chapter 3
216
217
218
219
220
221
222
223
224
225 Chapter 4
226
227
228
229
230
231
232
233
234
235
236 Chapter 5
237
238
239
240
241 Chapter 6
242
243
244
245 Chapter 7
246
LIST OF INTERNET LINKS/REFERENCES
http ://www. epa. sov/waterscience/criteria/nutrient/suidance/index.html
http ://www. epa. sov/owow/wetlands
http://www.epa.sov/waterscience/criteria/nutrient/stratesv.html.
http ://www. epa. sov/owow/wetlands/initiative
http://www.arl.noaa.sov/research/prosrams/airmon.html
http://nadp.sws.uiuc.edu/
http ://www. epa. sov/emap/remap/index.html
http ://www. epa. sov/bioindicators/
http ://www. epa. sov/waterscience/standards/nutrient.html
http://el.erdc.usace.armv.mil/wetlands/pdfs/wrpde9.pdf
http://water.usss.sov/GIS/metadata/ussswrd/XML/ecoresion.xml
http ://www.nwi .fws. sov
http://www.wes.armv.mil/el/wetlands
http://www.epa.sov/waterscience/criteria/wetlands/7Classification.pdf
http://www.epa.sov/waterscience/criteria/wetlands/17LandUse.pdf
http ://www. epa. sov/waterscience/criteri a/wetlands/index. html
http ://www. epa. sov/owow/wetlands/bawws/case/me.html
http ://www. epa. sov/owow/wetlands/bawws/case/mtdev.html
http ://www. epa. sov/owow/wetlands/bawws/case/wa.html
http ://www. epa. sov/owow/wetlands/bawws/case/fl 1 .html
http ://www. epa. sov/owow/wetlands/bawws/case/fl2.html
http ://www. epa. sov/owow/wetlands/bawws/case/oh 1 .html
http ://www. epa. sov/owow/wetlands/bawws/case/mn 1 .html
http ://www. epa. sov/owow/wetlands/bawws/case/or.html
http://www.epa.sov/owow/wetlands/bawws/case/wi 1 .html
http://www.epa.sov/waterscience/criteria/wetlands/10Vesetation.pdf
http ://www. epa. sov/waterscience/criteri a/wetlands/ 1 1 Alsae.pdf
http://www.epa.sov/waterscience/criteria/wetlands/9Invertebrate.pdf
http://www.epa.sov/waterscience/criteria/wetlands/16Indicators.pdf
http://www.nps.ars.usda.sov/prosrams/nrsas.htm
http://www.fs.fed.us/research/
http://www.usbr.sov
http://el.erdc.usace.armv.mil/wrap/wrap.html
http://firehole.humboldt.edu/wetland/twdb.html

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      December 2006 DRAFT
247                  http://www.socialresearchtnethods.net/
248                  http://www.math.yorku.ca/SCS/
249                  http://calculators.stat.ucla.edu/powercalc/
250                  http://www.survevsystem.com/sscalc.htm
251                  http://www.health.ucalgary.ca/~rollin/stats/ssize/index.html
252                  http ://www. stat. ohi o-state. edu/~j ch/ssinput.html
253                  http ://www. stat.uiowa. edu
254                  http ://www. epa. gov/waterscience/criteria/wetlands
255
256     Chapter 8    http://www.epa.gov/waterscience/biocriteria/modules/wetl01-05-alus-
257                   monitoring.pdf
258                  http ://www. epa. gov/owow
259                  http://www.wetlandbiogeochemistry.lsu.edu/
260                  http://data.lca.gov/Ivan6/app/app c ch9.pdf
                                                   Xll

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      December 2006 DRAFT	Executive Summary
261
262
263                                   EXECUTIVE SUMMARY
264
265   The purpose of this document is to provide scientifically defensible guidance to assist States,
266   Tribes, and Territories in assessing the nutrient status of their wetlands, and to provide technical
267   assistance for developing regionally-based numeric nutrient criteria for wetland systems. The
268   development of nutrient criteria is part of an initiative by the US Environmental Protection
269   Agency (USEPA) to address the problem of cultural eutrophication, i.e., excess nutrients caused
270   by human activities (USEPA 1998a). Cultural eutrophication is not new; however, traditional
271   efforts at nutrient control have been  only moderately successful. Specifically, efforts to control
272   nutrients in water bodies that have multiple nutrient sources (point and nonpoint sources) have
273   been less effective in providing satisfactory, timely remedies for enrichment-related problems.
274   The development of numeric criteria should aid control efforts by providing clear numeric goals
275   for nutrient concentrations. Furthermore, numeric nutrient criteria provide specific water quality
276   goals that will assist researchers in designing improved best management practices.
277
278   In 1998, the USEPA published a report entitled National Strategy for the Development of
279   Regional Nutrient Criteria (USEPA 1998a). This report outlines a framework for development
280   of waterbody-specific technical guidance that can be used to assess nutrient status and develop
281   region-specific numeric nutrient criteria. The document presented here is the wetland-specific
282   technical guidance for developing numeric nutrient criteria. The Nutrient Criteria Technical
283   Guidance Manuals for Rivers and Streams (USEPA, 2000b), Lakes and Reservoirs  (USEPA,
284   2000a) and Estuarine and Coastal  Marine Waters (USEPA, 2001) have been completed and are
285   available at: http://www.epa.gov/waterscience/criteria/nutrient/guidance/index.html.

286   Section 303(c) of the Clean Water Act directs states to adopt water quality standards for
287   interstate and intrastate waters that are "waters of the United States". Wetlands are
288   included in the definition of "waters of the United States" (40 C.F.R. 230.2(s)). States
289   should therefore have water quality criteria to protect the designated uses of wetlands that
290   are waters of the U.S. in addition to  other surface water types (lakes, streams, estuaries)
291   that have traditionally been monitored and regulated for water quality. This guidance is to
292   assist states  in developing numeric nutrient criteria for wetlands, should the State or
293   Autorized Tribe choose to do so. Further, States and Authorized Tribes may choose to
294   develop different types of criteria  for wetlands protection, including narrative criteria.
295
296   In this document, the term waterbody is used generically to encompass a wide range of aquatic
297   habitats, from lentic and lotic systems with permanent standing water to wetland systems that
298   have saturated sediments but no standing water, or which are flooded only temporarily. EPA
299   recommends that States, Territories and Tribes' include wetlands in the water quality standards
300   definition of "State waters" by adopting a regulatory definition of "State waters" at  least as
301   inclusive as the Federal definition of "waters of the U.S.", and adopting an appropriate definition
302   for "wetlands".

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      December 2006 DRAFT	Executive Summary
303
304   CLASSIFICATION OF WETLANDS
305
306   Classification strategies for nutrient criteria development include:
307          •      physiographic regions

308          •      hydrogeomorphic class

309          •      water depth and duration

310          •      vegetation type or zone
311   Choosing a specific classification scheme will likely depend on practical considerations, such as:
312   whether a classification scheme is available in mapped digital form or can be readily derived
313   from existing map layers; whether a hydrogeomorphic or other classification scheme has been
314   refined for a particular region and wetland type; and whether classification schemes are already
315   in use for monitoring and assessment of other waterbody types in a state or region.
316
31?   SAMPLING DESIGN
318
319   Three sampling designs for new wetland monitoring programs are described:
320          •      probabilistic sampling

321          •      targeted/tiered approach

322          •      BACI (Before/After, Control/Impact)
323   These approaches are designed to obtain a significant amount of information for statistical
324   analyses with relatively minimal effort. Sampling efforts should be designed to collect
325   information that will answer management questions in a way that will allow robust statistical
326   analysis. In addition, site selection, characterization of reference sites or systems, and
327   identification of appropriate index periods are all of particular concern when selecting an
328   appropriate sampling design. Careful selection of sampling design will allow the best use of
329   financial resources and will result in the collection of high quality data for evaluation of the
330   wetland resources of a  State or Tribe.
331
332   CANDIDATE VARIABLES FOR ESTABLISHING NUTRIENT CRITERIA
333
334   Candidate variables to use in determining nutrient condition of wetlands and to help identify
335   appropriate nutrient criteria for wetlands consist of supporting variables, causal variables, and
336   response variables. Supporting variables provide information useful in normalizing causal and
337   response variables and categorizing wetlands. Causal variables are intended to characterize
338   nutrient availability (or assimilation) in wetlands and could include nutrient loading rates and
339   soil nutrient concentrations. Response variables are intended to characterize biotic response and

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      December 2006 DRAFT	Executive Summary
340   could include community structure and composition of macrophytes and algae. Recommended
341   variables for wetland nutrient criteria development described in this chapter are:
342   1.   Causal variables - nutrient loading rates, land use, extractable and total soil nitrogen (N) and
343       phosphorus (P), water column N and P;

344   2.   Response variables - nutrient content of wetland vegetation (algal  and/or higher plants),
345       aboveground biomass and stem height, macrophyte, algal, and macroinvertebrate community
346       structure and composition;

347   3.   Supporting variables - hydrologic condition/balance, conductivity, soil pH, soil bulk density,
348       particle size  distribution, soil organic matter content.

349   DATABASE DEVELOPMENT AND NEW DATA COLLECTION

350   A  database of relevant water quality information can be an invaluable tool to States and Tribes as
351   they develop nutrient criteria. In some cases existing data are available and can provide
352   additional information that is specific to the region where criteria are to be set. However, little or
353   no data are available for most regions or parameters, and creating a database of newly gathered
354   data is strongly recommended.  In the case of existing data, the data should be geolocated, and
355   their suitability (type and quality and sufficient associated metadata) ascertained.

356   DATA ANALYSIS

357   Data analysis is  critical to nutrient criteria development. Proper analysis and interpretation of
358   data determine the scientific defensibility and effectiveness of the criteria. Therefore, it is
359   important to evaluate short and long-term goals for wetlands of a given class within the region of
360   concern. The purpose of this chapter is to explore methods for analyzing data that can be used to
361   develop nutrient criteria consistent with these goals.  Techniques discussed in this chapter
362   include:

363       •  Distribution based approaches that examine distributions of primary and supporting
364          variables (i.e., the percentile approach);

365       •  Response based  approaches that develop relationships between measurements of nutrient
366          exposure and ecological responses (i.e., tiered aquatic life uses);

367       •  Partitioning effects of multiple stressors;

368       •  Statistical techniques;

369       •  Multi-metric indices;

370       •  Linking nutrient availability to primary producer response.
371
372   CRITERIA DEVELOPMENT

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      December 2006 DRAFT	Executive Summary
373
374   Several methods can be used to develop numeric nutrient criteria for wetlands; they include, but
375   are not limited to, criteria development methods that are detailed in this document:
376
377       •   Comparing conditions in known reference systems for each established
378          wetland type and  class based on using best professional judgment (BPJ) or
379          identifying reference conditions using frequency distributions of empirical
380          data and identifying criteria using percentile selections of data plotted as
381          frequency distributions.

382       •   Refining classification systems, using models, and/or examining system
383          biological attributes in comparison to known reference conditions to
384          assess the relationships among nutrients, vegetation or algae, soil, and
385          other variables and identifying criteria based on thresholds where those
386          response relationships change.

387       •   Using or modifying published nutrient and vegetation, algal, and soil
388          relationships and  values to identify appropriate criteria.
389
390   A weight of evidence approach  with multiple attributes that combine one or more of the
391   development approaches will produce criteria of greater scientific validity.
392
393   Once criteria are developed, they should be implemented into state water quality programs to be
394   effective. The implementation procedures, particularly for wetland systems, may be complex and
395   will likely vary greatly from state to state. The purpose of this document is to provide guidance
396   on developing numeric nutrient criteria in a scientifically valid manner, and is not intended to
397   address the multiple, complex issues  surrounding implementation of water quality criteria and
398   standards. Implementation will be addressed in a different process and additional implementation
399   assistance will also be provided through other technical assistance projects provided by EPA.
400   For issues specific to constructed wetlands,  States and Tribes should refer to
401   http ://www. epa. gov/owow/wetlands/watersheds/cwetl ands.html.

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      December 2006 DRAFT	Chapter 1. Introduction

402   Chapter 1      Introduction
403
404   1.1    INTRODUCTION
405
406   PURPOSE
407
408   The purpose of this document is to provide technical guidance to assist States and Tribes in
409   assessing the nutrient status of their wetlands by considering water, vegetation and soil
410   conditions, and to provide technical assistance for developing regionally-based, scientifically
411   defensible, numeric nutrient criteria for wetland systems.
412
413   EPA's development of recommended nutrient criteria is part of an initiative by the US
414   Environmental Protection Agency (USEPA) to address the problem of cultural eutrophication. In
415   1998, the EPA published a report entitled National Strategy for the Development of Regional
416   Nutrient Criteria (USEPA 1998a). The report outlines a framework for development of
417   waterbody-specific technical guidance that can be used to assess nutrient status and develop
418   region-specific numeric nutrient criteria. This document is the technical guidance for developing
419   numeric nutrient criteria for wetlands. Additional more specific information on sampling
420   wetlands is available at: http://www.epa.gov/waterscience/criteria/nutrient/guidance/.
421
422
423   AUTHORITY
424
425   Section 303(c) of the Clean Water Act directs states to adopt water quality standards for
426   interstate  and  intrastate waters that are "waters of the United  States". Wetlands are
427   included in the definition of "waters of the United States" (40 C.F.R. 230.2(s)).
428
429   In this document, the term waterbody is used generically to encompass a wide range of aquatic
430   habitats, from lentic and lotic systems with permanent standing water to wetland systems that
431   have saturated sediments but no standing water, or which are flooded only temporarily. Wetlands
432   must be legally included in the  scope of States' and Tribes' water quality standards programs for
433   water quality standards to be applicable to wetlands. EPA recommends that States and Tribes
434   include wetlands in the water quality standards definition of "State waters" by adopting a
435   regulatory definition of "State waters" at least as inclusive as the Federal definition of "waters of
436   the U.S.", and adopting an appropriate definition for "wetlands". Examples of different state
437   approaches can be found at: http://www.epa.gov/owow/wetlands/initiatives/.
438
439   Discussions about water quality in this document refer to wetland systems as waters of the US
440   under the authority given to the USEPA in the CWA. EPA recognizes that wetland systems are
441   different from the other waters  of the US in that they frequently do not have standing or flowing
442   water, and that the soils and vegetation components are more dominant in these systems than in
443   the other waterbody types (lakes,  streams, estuaries).

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444
445   BACKGROUND
446
447   Cultural eutrophication (human-caused inputs of excess nutrients in waterbodies) is one of the
448   primary factors resulting in impairment of surface waters in the US (USEPA 1998a).  Both point
449   and nonpoint sources of nutrients contribute to impairment of water quality. Point source
450   discharges of nutrients are relatively constant and are controlled by the National Pollutant
451   Discharge Elimination System (NPDES) permitting program. Nonpoint pollutant inputs have
452   increased in recent decades resulting in degraded water quality in many aquatic systems.
453   Nonpoint sources of nutrients are most commonly intermittent and are usually linked to runoff,
454   atmospheric deposition, seasonal agricultural activity, and other irregularly occurring events
455   such as silvicultural activities. Control of nonpoint  source pollutants typically focuses on land
456   management activities and regulation of pollutants released to the atmosphere.
457
458   The term eutrophi cation was coined in reference to lake systems. The use of the term for other
459   waterbody types can be problematic due to the confounding nature of hydrodynamics, light, and
460   other waterbody type differences on the responses of algae and vegetation. Eutrophi cation in this
461   document refers to human-caused inputs of excess nutrients and is  not intended to indicate the
462   same scale or responses to eutrophi cation found in lake systems  and codified in the trophic state
463   index for lakes (Carlson 1977). This manual is intended to provide guidance for identifying
464   deviance from natural conditions with respect to cultural eutrophication in wetland systems.
465   Hydrologic alteration and pollutants other than excess nutrients may amplify or reduce the
466   effects of nutrient pollution, making specific responses to nutrient pollution difficult to quantify.
467   EPA recognizes these issues, and presents recommendations for analyzing wetland systems  with
468   respect to nutrient condition for development of nutrient criteria in spite of these confounding
469   factors.
470
471   Cultural eutrophication is not new; however, traditional efforts at nutrient control have been only
472   moderately successful. Specifically, efforts  to control nutrients in waterbodies that have multiple
473   nutrient sources (point and nonpoint sources) have been less effective in providing satisfactory,
474   timely remedies for enrichment-related problems. The development of numeric criteria should
475   aid control efforts by providing clear numeric goals for nutrient concentrations. Furthermore,
476   numeric nutrient criteria provide specific water quality goals that will assist researchers in
477   designing improved best management practices.
478
479
480   1.2    WATER QUALITY STANDARDS AND CRITERIA
481
482   States, Territories, and authorized Tribes are responsible for setting water quality standards to
483   protect the physical,  biological, and chemical integrity of their waters. "Water quality standards
484   (WQS) are provisions of State or Federal law which consist of a designated use or uses for the
485   waters of the United States  and water quality criteria for such waters to protect such uses. Water

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      December 2006 DRAFT	Chapter 1. Introduction
486   quality standards are to protect public health or welfare, enhance the quality of the water, and
487   serve the purposes of the Act (40 CFR 131.3)" (USEPA 1994). A water quality standard defines
488   the goals for a waterbody by: 1)  designating its specific uses, 2) setting criteria to protect those
489   uses, and 3) establishing an antidegradation policy to protect existing water quality.
490
491   Water quality criteria may be expressed as numeric or narrative criteria. Most of the Nation's
492   waterbodies do not have numeric nutrient criteria, but instead rely on narrative criteria that
493   describe the desired condition. Narrative criteria are descriptions of conditions necessary for the
494   waterbody to attain its  designated. An example of a narrative criterion  from Florida is shown
495   below:
496
497          In no case shall nutrient  concentrations of a body of water be altered so as to cause
498          an imbalance in natural populations of aquatic flora or fauna.
499
500   Numeric criteria, on the other hand, identify specific values designed to protect specified
501   designated uses such as an aquatic life use. Numeric criteria are values assigned to measurable
502   components of water quality, such as the concentration of a specific constituent that is present in
503   the water column. An example of a numeric criterion is shown below:
504
505          The three month or greater geometric mean of water column total phosphorus [TP]
506          in the Everglades shall not exceed 10 /ug/L.
507
508   In addition to narrative and numeric criteria, some States and Tribes use numeric translator
509   mechanisms—mechanisms that translate narrative (qualitative) standards into numeric
510   (quantitative) values for use in evaluating water quality data—as an intermediate step between
511   numeric criteria and water quality standards that are not written into State or Tribal laws but are
512   used internally by the State or Tribal agency as goals and assessment levels for management
513   purposes.
514
515   Numeric criteria provide distinct interpretations of acceptable and unacceptable conditions, form
516   the foundation for measurement  of environmental quality, and reduce ambiguity for management
517   and enforcement decisions. The lack of numeric nutrient criteria for most of the Nation's
518   waterbodies makes it difficult to assess the condition of waters  of the US, and to develop
519   protective water quality standards, thus hampering the water quality manager's ability to protect
520   and improve water quality.
521
522   Many States, Tribes, and Territories have adopted some form of nutrient criteria for surface
523   waters related to maintaining natural conditions and avoiding nutrient enrichment. Most States
524   and Tribes with nutrient criteria in their water quality standards have broad narrative criteria for
525   most waterbodies and may also have site-specific numeric criteria for certain waters of the State.
526   Established criteria most commonly pertain to P concentrations in lakes. Nitrogen criteria, where
527   they have been established, are usually protective of human health effects  or relate to toxic
528   effects of ammonia and nitrates.  In general, levels of nitrate (10 ppm [mg/L] for drinking water)

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      December 2006 DRAFT	Chapter 1. Introduction
529   and ammonia high enough to be problematic for human health or toxic to aquatic life (1.24 mg
530   N/L at pH = 8 and 25°C) will also cause problems of enhanced algal growth (USEPA 1986).
531
532   Numeric nutrient criteria can provide a variety of benefits and may be used in conjunction with
533   State/Tribal and Federal biological assessments, Nonpoint Source Programs, Watershed
534   Implementation Plans, and in development of Total Maximum Daily Loads (TMDLs) to improve
535   resource management and support watershed protection activities  at local, State, Tribal, and
536   national levels. Information obtained from compiling existing data and conducting new surveys
537   can provide water quality managers and the public a better perspective on the condition of State,
538   Territorial, and Tribal waters. The compiled waterbody information can be used to most
539   effectively budget personnel and financial resources for the protection and restoration of State
540   waters. In a similar manner, data collected in the criteria development and implementation
541   process can be compared before, during, and after specific management actions. Analyses of
542   these data can determine the response of the waterbody and the effectiveness of management
543   endeavors.
544
545
546   1.3    NUTRIENT ENRICHMENT  PROBLEMS
547
548   Water quality can be affected when watersheds are modified by alterations in vegetation,
549   sediment transport, fertilizer use, industrialization, urbanization, or conversion of native forests
550   and grasslands to agriculture and silviculture (Turner and Rabalais 1991; Vitousek et al. 1997;
551   Carpenter et al.  1998). Cultural eutrophication, one of the primary factors resulting in
552   impairment of U.  S. surface waters (USEPA 1998a) results from point and nonpoint nutrient
553   sources. Nonpoint pollutant inputs have increased in recent decades and have degraded water
554   quality in many aquatic systems (Carpenter et al. 1998). Control of nonpoint source pollutants
555   focuses on land management activities  and regulation of pollutants released to the atmosphere
556   (Carpenter etal. 1998).
557
558   Nutrient enrichment frequently ranks as one of the top  causes of water resource impairment. The
559   USEPA reported to Congress that of the waterbodies surveyed and reported impaired, 20 percent
560   of rivers and 50 percent of lakes were listed with nutrients as the primary cause of impairment
561   (USEPA 2000c). Few States or Tribes currently include wetland monitoring in their routine
562   water quality monitoring programs (only eleven States and Tribes reported attainment of
563   designated uses for wetlands in the National Water Quality Inventory 1998 Report to Congress
564   (USEPA 1998b) and only three states used monitoring data as a basis for determining attainment
565   of water quality standards for wetlands); thus, the extent of nutrient enrichment and impairment
566   of wetland systems is largely undocumented. Increased wetland monitoring by States and Tribes
567   will help define the extent of nutrient enrichment problems in wetland systems.
568
569   The best-documented case of cultural eutrophication in wetlands is the Everglades ecosystem.
570   The Everglades ecosystem is a wetland mosaic that is primarily of oligotrophic freshwater

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      December 2006 DRAFT	Chapter 1. Introduction
571   marsh. Historically, the greater Everglades ecosystem included vast acreage of freshwater marsh,
572   stands of custard apple, and some cattail south of Lake Okeechobee and Big Cypress Swamp,
573   that eventually drained into Florida Bay. Lake Okeechobee was diked to reduce flooding. The
574   area directly south of Lake Okeechobee was then converted into agricultural lands for cattle
575   grazing and row crop production. The cultivation and use of commercial fertilizers in the area
576   now known as the "Everglades Agricultural Area" has resulted in release of nutrient-rich waters
577   into the Everglades for more than thirty years. The effects of the nutrient-rich water, combined
578   with coastal development and channeling water to supply water to communities on the southern
579   Florida coast have resulted in significant increases in soil and water column phosphorus levels in
580   naturally oligotrophic areas. In particular, nutrient enrichment of the freshwater marsh has
581   resulted in an imbalance in the native vegetation. Cattail is now encroaching in areas that were
582   historically primarily sawgrass; calcareous algal mats are being replaced by non-calcareous
583   algae, changing the balance of native flora that is needed to support vast quantities of wildlife.
584   Nutrient enriched water is also reaching Florida Bay, suffocating the native turtle grass as
585   periphyton covers the blades (Davis and Ogden 1994; Everglades Interim Report 1999, 2003;
586   Everglades Consolidated Report 2003). Current efforts to restore the Everglades are focusing on
587   nutrient reduction and better hydrologic management (Everglades Consolidated Report 2003).
588
589   Monitoring to establish trends in nutrient levels and associated changes in biology has been
590   infrequent for most wetland types as compared to studies in the Everglades or examination of
591   other surface waters such as lakes. Noe et al. (2001) have argued that phosphorus
592   biogeochemistry and the extreme oligotrophy observed in the Everglades in the absence of
593   anthropogenic inputs represents a unique case. Effects of cultural eutrophication, however, have
594   been documented in a range of different wetland types. Existing studies are available to
595   document potential impacts of anthropogenic nutrient additions to  a wide variety of wetland
596   types, including bogs, fens, Great Lakes coastal emergent marshes, and cypress swamps. The
597   evidence of nutrient effects in wetlands ranges from controlled experimental manipulations, to
598   trend or empirical gradient analysis, to anecdotal observations. Consequences of cultural
599   eutrophication have been observed at both community and ecosystem-level scales (Table 1).
600   Deleterious effects of nutrient additions on wetland vegetation composition have been
601   demonstrated in bogs (Kadlec and Bevis 1990), fens (Guesewell et al. 1998, Bollens and
602   Ramseier 2001, Pauli et al. 2002), wet meadows (Finlayson et al. 1986), marshes (Bedford et al.
603   1999) and cypress domes (Ewel 1976). Specific effects on higher trophic levels in marshes seem
604   to depend on trophic structure (e.g., presence/absence of minnows, benthivores, and/or
605   piscivores, Jude and Pappas 1992, Angeler et al. 2003) and timing/frequency of nutrient
606   additions (pulse vs. press; Gabor et al.  1994, Murkin et al. 1994, Hann and  Goldsborough 1997,
607   Sandilands et al. 2000, Hann et al. 2001, Zrum and Hann 2002).
608
609   The cycling of nitrogen (N) and phosphorus (P) in aquatic systems should be considered when
610   managing nutrient enrichment. The hydroperiod of wetland systems significantly affects nutrient
611   transformations, availability, transport, and loss of gaseous forms to the atmosphere

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      December 2006 DRAFT
                                                                     Chapter 1. Introduction
612
Table 1. Observed consequences of cultural eutrophication in freshwater wetlands.
Observed impact
Loss of submerged aquatic plants that have high
light compensation points
Shifts in vascular plant species composition due to
shifts in competitive advantage
Increases in above-ground production
Decreases in local or regional biodiversity
Increased competitive advantage of
aggressive/invasive species
(e.g., Typhaglauca, T. latifolia and Phalaris
arundinacea)
Loss of nutrient retention capacity (e.g., carbon and
nitrogen storage, changes in plant litter
decomposition)
Major structural shifts between "clear water"
macrophyte dominated systems to turbid
phytoplankton dominated systems or metaphyton-
dominated systems with reduced macrophyte
coverage
Shifts in macroinvertebrate composition along a
cultural eutrophication gradient
References
Phillips et al. 1978
Stephenson et al. 1980
Galatowitsch and van der Valk 1996
Wentz 1976
Verhoeven et al. 1988
Ehrenfeld and Schneider 1993
Gaudet and Keddy 1995
Koerselman and Verhoeven 1995
Barko 1983
Bayley etal. 1985
Barko and Smart 1986
Vermeer 1986
Mudroch and Capobiancol979
Guntenspergen et al. 1980
Lougheed et al. 2001
Balla and Davis 1995
VanGroenendael et al. 1993
Bedford etal. 1999
Woo and Zedler 2002
Svengsouk and Mitsch 2001
Green and Galatowitsch 2002
Maurer and Zedler 2002
Nichols 1983
Davis and van der Valk 1983
Rybczyketal. 1996
McDougal et al. 1997
Angel er et al. 2003
Chessman et al. 2002
613
614
615
616
617
618
619
(Mitsch and Gosselink, 2000). Nutrients can be re-introduced into a waterbody from the
sediment, or by microbial transformation, potentially resulting in a long recovery period even
after pollutant sources have been reduced. In open wetland systems, nutrients may also be
rapidly transported downstream, uncoupling the effects of nutrient inputs from the nutrient
source, and further complicating nutrient source control (Mitsch and Gosselink, 2000;Wetzel
2001). Recognizing relationships between nutrient input and wetland response is the first step in
                                                  10

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      December 2006 DRAFT	Chapter 1. Introduction
620   mitigating the effects of cultural eutrophication. Once relationships are established, nutrient
621   criteria can be developed to manage nutrient pollution and protect wetlands from eutrophication.
622
623
624   1.4    OVERVIEW OF THE CRITERIA DEVELOPMENT PROCESS
625
626   This section describes the five general elements of nutrient criteria development outlined in the
627   National Strategy (USEPA 1998a). A prescriptive, one-size-fits-all approach is not appropriate
628   due to regional differences that exist and the scientific community's limited technical
629   understanding of the relationship between nutrients, algal and macrophyte growth, and other
630   factors (e.g., flow, light, substrata). The approach chosen for criteria development therefore may
631   be tailored to meet the specific needs of each State or Tribe.
632
633   The USEPA is utilizing the following principal elements from the National Strategy for the
634   Development of Regional Nutrient Criteria (1998a). This document can be downloaded in PDF
635   format at the following website: http://www.epa.gov/waterscience/criteria/nutrient/strategy.html.
636
637   1.      EPA will develop Ecoregional recommended nutrient criteria to account for the natural
638          variation existing across various parts of the country. Different waterbody processes and
639          responses dictate that nutrient criteria be specific to the waterbody type. No single
640          criterion is sufficient for each (or all) waterbody types; therefore, we anticipate system
§4J          classification within each waterbody type for appropriate criteria derivation.
643
644   2.      EPA guidance documents for nutrient criteria will provide methodologies for developing
645          nutrient criteria for primary variables by ecoregion and waterbody type.
646
647   3.      Regional Nutrient Coordinators will lead State/Tribal technical  and financial support
648          operations used to compile data and conduct environmental investigations. Regional
649          technical assistance groups (RTAGs) with broad participation from regional and national
650          experts on nutrients and nutrient cycling will provide technical assistance and support. A
651          team of agency specialists from USEPA Headquarters will provide additional technical
652          and financial support to the Regions, and will establish and maintain communications
653          between the Regions and Headquarters.
654
655   4.      Numeric nutrient criteria, developed at the national  level from existing databases and
656          additional environmental investigations, will be used by EPA to derive specific
657          recommended criterion values.
658
659   5.      Nationally developed ecoregional recommended nutrient criteria may be used by States
660          and Tribes as a point of departure for the development of more refined locally and
661          regionally appropriate criteria.
662
                                                  11

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      December 2006 DRAFT	Chapter 1. Introduction
663   6.     Nutrient criteria will serve as benchmarks for evaluating the relative success of any
664          nutrient management effort, whether protection or remediation is involved. EPA's
665          recommended criteria will be re-evaluated periodically to assess whether refinements or
666          other improvements are needed.
667
668   The U. S. EPA Strategy envisions a process by which State/Tribal waters are initially monitored,
669   reference conditions are established, individual waterbodies are compared to known reference
670   waterbodies, and appropriate management measures are implemented. These measurements can
671   be used to document change and monitor the progress of nutrient reduction activities.
672
673   The National Nutrient Program represents an effort and approach to criteria development that, in
674   conjunction with efforts made by State and Tribal water quality managers, will ultimately result
675   in a heightened understanding of nutrient-response relationships. As the proposed process is put
676   into use to set criteria, program success will be gauged over time through evaluation of
677   management and monitoring efforts. A more comprehensive knowledge-base pertaining to
678   nutrient, and vegetation and /or algal relationships will be expanded as new information is
679   gained and obstacles overcome, justifying potential refinements to the criteria development
680   process described here.
681
682   The overarching goal of developing nutrient criteria is to ensure the quality of our national
683   waters. Ensuring water quality may include restoration of impaired systems, conservation of high
684   quality waters, and protection of systems at high risk for future impairment. The specific goals of
685   a State or Tribal water quality program may be defined differently based on the needs of each
686   State or Tribe, but should, at a minimum, be established to protect the designated uses for the
687   waterbodies within State or Tribal lands. In addition, as numeric nutrient criteria are developed
688   for the nation's waters, States, Tribes and  Territories should revisit their goals for water quality
689   and adapt their water quality standards as needed.
690
691
692   1.5    ROADMAP TO THE DOCUMENT
693
694   As  set out in Figure 1.1, the process of developing numeric nutrient criteria begins with defining
695   the goals of criteria development and standards adoption. Those goals are pertinent to the
696   classification of systems, the development of a monitoring program, and the application of
697   numeric nutrient criteria to permit limits and water quality protection. These goals therefore
698   should be determined with the intent of revising and adapting them as new information is
699   obtained and the paths to achieving those goals are clarified. Defining the goals for criteria
700   development is the first step in the process. The summaries below describe each chapter in this
701   document. The document is written to provide a stepwise procedure for criteria development.
702   Some chapters contain information that is not needed by some readers; the descriptions below
703   should serve as a guide to the most relevant information for each reader.
704
                                                  12

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      December 2006 DRAFT	Chapter 1. Introduction
705   Chapter Two describes many of the functions of wetland systems and their role in the landscape
706   with respect to nutrients. This chapter is intended to familiarize the reader with some basic
707   scientific information about wetlands that will provide a better understanding of how nutrients
708   move within a wetland and the importance of wetland systems in the landscape.
709
710   Chapter Three discusses wetland classification and presents the reader with options for
711   classifying wetlands based on system characteristics. This chapter introduces the scientific
712   rationale for classifying wetlands, reviews some common classification schemes, and discusses
713   their role in establishing nutrient criteria for wetlands. The classification of these systems is
714   important to identifying their nutrient status and their condition in relation to similar wetlands.
715
716   Chapter Four provides technical guidance on designing effective sampling programs for State
717   and Tribal wetland water quality monitoring programs. Most States and Tribes should begin
718   wetland monitoring programs to collect water  quality and biological data in order to develop
719   nutrient criteria protective of wetland systems. The best monitoring programs are designed to
720   assess wetland condition with statistical rigor and maximize effective use of available resources.
721   The sampling protocol selected, therefore, should be determined based on the goals of the
722   monitoring program, and the resources available.
723
724   Chapter Five gives an overview of candidate variables that could be used to establish nutrient
725   criteria for wetlands. Primary variables are expected to be most broadly useful in characterizing
726   wetland conditions with respect to nutrients and include nutrient loading rates, soil nutrient
727   concentrations, and nutrient content of wetland vegetation. Supporting variables provide
728   information useful for normalizing causal and  response variables. The candidate variables
729   suggested here are not the only parameters that can be used to determine wetland nutrient
730   condition, but rather identify those variables that are thought to be most likely to identify the
731   current nutrient condition and will be most useful in determining a change in nutrient status.
732
733   A database of relevant water quality information can be an invaluable tool to States and Tribes as
734   they develop nutrient criteria. If little or no data are available for most regions or parameters, it
735   may be necessary for States and Tribes to create a database of newly gathered data. Chapter Six
736   provides the basic information on how to develop a database of nutrient information for
737   wetlands, and supplies links to ongoing database development efforts at the state and national
738   levels.
739
740   The purpose of Chapter Seven is to explore methods for analyzing data that can be used to
741   develop nutrient criteria. Proper analysis  and interpretation of data determine the scientific
742   defensibility and effectiveness of the criteria. This chapter describes recommended approaches to
743   data analysis for developing numeric nutrient criteria for wetlands. Included are techniques to
744   evaluate metrics, to examine or compare  distributions of nutrient exposure or response variables,
745   and to examine nutrient exposure-response relationships.
746
                                                   13

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      December 2006 DRAFT	Chapter 1. Introduction
747   Chapter Eight describes the details of setting scientifically defensible criteria in wetlands.
748   Several approaches are presented that water quality managers can use to derive numeric criteria
749   for wetland systems in their State/Tribal waters. They include: (1) the use of the reference
750   conditions concept to characterize natural or minimally impaired wetland systems with respect to
751   causal and response variables, (2) applying predictive relationships to select nutrient
752   concentrations that will protect wetland function, and (3) developing criteria from established
753   nutrient exposure-response relationships (as in the peer-reviewed published literature). This
754   chapter provides information on how to determine the appropriate numeric criterion based on the
755   data collected and analyzed.
756
757   The appendices  include a glossary of terms and acronyms, and case study examples of wetland
758   nutrient enrichment and management.
                                                  14

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    December 2006 DRAFT
         Chapter 1. Introduction
759

760
                                Variables
                                  Identify
                                 Classify  1
                                 Wetlands J
                                     £
J
                                Determine^
                                 Sampling
                                  Etesian
                                 Analyze
                                   Data
                                 Develop
                                  Criteria
                                  Monitor
                                    and
761

762
     rigure 13, Roue hail pro\ tiling the steps of the process to develop wetland nutrient criteria.
                                  15

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      December 2006- DRAFT
                                                    Chapter 2. Overview of Wetland Science
763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
Chapter 2     Overview of Wetland Science
2.1    INTRODUCTION

Wetlands exist at the interface between terrestrial and aquatic environments. They serve as
sources, sinks and transformers of materials. Wetlands serve as sites for transformation of
nutrients such as nitrogen (N) and phosphorus (P). Dissolved inorganic forms of N and P are
assimilated by microorganisms and vegetation and incorporated into organic compounds. Nitrate
in surface- and ground-water is reduced to gaseous forms of N (NO, N2O, N2) by
microorganisms, a process known as denitrification, and returned to the atmosphere. Phosphorus
undergoes a variety of chemical reactions with iron (Fe), aluminum (Al), and calcium (Ca) that
depend on the pH of the soil, availability of sorption sites, redox potential and other factors.
These biogeochemical reactions are important in evaluating the nutrient condition (oligotrophic,
mesotrophic, eutrophic) of the wetland and its susceptibility to nutrient enrichment.
                                             Atmospheric Inputs
                                             j s Atmospheric Outputs
            Surface Water Inflows
      \l Ground water Inflows  ,
      BB
                                                .1, Groundwater Outflows
                                                 ^H
                                  Surface Water Outflows
Figure 2.1. Schematic of nutrient transfer among potential system sources and sinks.
                                              16

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      December 2006- DRAFT	Chapter 2. Overview of Wetland Science

782
783   Wetlands also generally are sinks for sediment, and wetlands that are connected to adjacent
784   aquatic ecosystems (e.g., rivers, estuaries) trap more sediment as compared to wetlands that lack
785   such connectivity. Wetlands also may be sources of organic carbon (C) and N to aquatic
786   ecosystems. Production of plant biomass (leaves, wood, roots) from riparian, alluvial and
787   floodplain forests and from  fringe wetlands such as tidal marshes and mangroves provide organic
788   matter to support heterotrophic foodwebs of streams, rivers, estuaries and nearshore waters.
789
790
791   2.2    COMPONENTS OF WETLANDS
792
793   Wetlands are distinguished by three primary components: hydrology, soils and vegetation.
794   Wetland hydrology is the driving force that determines soil development, the assemblage of
795   plants and animals that inhabit the site, and the type and intensity of biochemical processes.
796   Wetland soils may be either organic or mineral, but share the characteristic that they are
797   saturated or flooded at least some of the time during the growing season. Wetland vegetation
798   consists of many species of algae, rooted plants that may be herbaceous and emergent, such as
799   cattail (Typha sp.) and arrowhead (Saggitaria sp.), or submergent, such as pondweeds
800   (Potamogeton sp.), or may be woody such as bald cypress (Taxodium distichuni) and tupelo
801   (Nyssa aquaticd). Depending on the duration, depth and frequency of inundation or  saturation,
802   wetland plants may be either obligate (i.e., species found almost exclusively in wetlands) or
803   facultative (i.e., species found in wetlands but which also may be found in upland habitats). The
804   discussion that follows provides an overview of wetland hydrology, soils and vegetation, as well
805   as aspects of biogeochemical cycling in these systems.
806
807   HYDROLOGY
808
809   Hydrology  is characterized by water source, hydroperiod (depth, duration and frequency of
810   inundation  or soil saturation), and hydrodynamics (direction and velocity of water movement).
811   The hydrology of wetlands differs from that of terrestrial ecosystems in that wetlands are
812   inundated or saturated long enough during the growing season to produce soils that are at least
813   periodically deficient in oxygen. Wetlands differ from other aquatic ecosystems by their shallow
814   depth of inundation that enables rooted vegetation to become established, in contrast to deep
815   water aquatic ecosystems, where the depth and duration of inundation can be too great to support
816   emergent vegetation. Anaerobic soils promote colonization by vegetation adapted to low
817   concentrations of oxygen in the soil.
818
819   Wetlands can receive water from three sources: precipitation, surface flow and groundwater
820   (Figure 2.2). The relative proportion of these hydrologic inputs influences the plant communities
821   that develop, the type of soils that form, and the predominant biogeochemical processes.
822   Wetlands that receive mostly precipitation tend to be "closed" systems with little exchange of
823   materials with adjacent terrestrial or aquatic ecosystems. Examples of precipitation-driven

                                                 17

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      December 2006- DRAFT
                                                       Chapter 2. Overview of Wetland Science
824
825
826
827
829
831
833
835
837
839
841
843
845
847
849
851
853
855
857
859
861
863
865
867
869
871
873
wetlands include "ombrotrophic" bogs and depressional wetlands such as cypress domes and
vernal pools. Wetlands that receive water mostly from surface flow tend to be "open" systems
with large exchanges of water
                                        0%A100%
                   100%,
                                   33%
                               67%
100%
and
            SURFACE FLOW

Figure 2. Relationship between water source and wetland
        vegetation. Modified from Brinson (1993).
877
878
879
880
881
882
883
884
885
886
887
materials between the wetland and adjacent non-wetland ecosystems. Examples include
floodplain forests and fringe wetlands such as lakeshore marshes, tidal marshes and mangroves.
Wetlands that receive primarily groundwater inputs tend to have more stable hydroperiods than
precipitation- and surface water-driven wetlands and, depending on the underlying bedrock or
parent material, high concentrations of dissolved inorganic constituents such as calcium (Ca) and
magnesium (Mg). Fen wetlands and seeps are examples of groundwater-fed wetlands.

Hydroperiod is highly variable depending on the type of wetland. Some wetlands that receive
most of their water from precipitation (e.g.,vernal pools) have very short duration hydroperiods.
Wetlands that receive most of their water from surface flooding (e.g.,floodplain swamps) often
are flooded longer and to a greater depth than precipitation-driven wetlands. Fringe wetlands
such as tidal marshes and mangroves are frequently flooded (up to twice daily) by astronomical
                                                 18

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      December 2006- DRAFT	Chapter 2. Overview of Wetland Science

889   tides but the duration of inundation is relatively short. In groundwater-fed wetlands, hydroperiod
890   is more stable and water levels are relatively constant as compared to precipitation- and surface
891   water-driven wetlands, because groundwater provides a near-constant input of water throughout
892   the year.
893
894   Hydrodynamics is especially important in the exchange of materials between wetlands and
895   adjacent terrestrial and aquatic ecosystems. In fact, the role of wetlands as sources, sinks and
896   transformers of material depends, in large part, on hydrodynamics. For example, many wetlands
897   are characterized by lateral flow of surface- or ground-water. Flow of water can be unidirectional
898   or bidirectional. An example of a wetland with unidirectional flow is a floodplain forest where
899   surface water spills over the river bank, travels through the floodplain and re-enters the river
900   channel some distance  downstream. In fringe wetlands such as lakeshore marshes, tidal marshes
901   and mangroves, flow is bidirectional as wind-driven or astronomical tides transport water into,
902   then out of the wetland. These wetlands have the ability to intercept sediment and  dissolved
903   inorganic and organic materials from adjacent systems as water passes through the wetland. In
904   precipitation-driven wetlands, flow may occur more in the vertical direction as rainfall percolates
905   through the (unsaturated) surface soil down to the water table. Wetlands with  lateral surface flow
906   may be important in maintaining water quality of adjacent aquatic systems by trapping sediment
907   and other pollutants. Surface flow wetlands also may be an important source of organic C to
908   aquatic ecosystems as detritus, particulate C and dissolved organic C are transported out of the
909   wetland into rivers and streams down gradient or to adjacent lakes, estuaries and nearshore
910   waters.
911
912   SOILS
913
914   Wetland soils, also known as hydric soils, are defined as "soils that formed under conditions of
915   saturation, flooding or ponding long enough during the growing season to develop anaerobic
916   conditions in the upper part" (NRCS 1998). Anaerobic conditions result because the rate of
917   oxygen diffusion through water is approximately 10,000 times less than in air. Wetland soils
918   may be composed mostly of mineral constituents (sand, silt, clay) or they may contain large
919   amounts of organic matter. Because anaerobic conditions slow or inhibit decomposition of
920   organic matter, wetland soils typically contain more organic matter than terrestrial soils of the
921   same region or climatic conditions. Under conditions of near continuous inundation or
922   saturation, organic soils (histosols) may develop. Histosols are characterized by high organic
923   matter content, 20-30% (12-18% organic C depending on  clay content) with a thickness of at
924   least 40 cm (USDA 1999). Because of their high organic matter content, Histosols possess
925   physical and chemical properties that are much different from mineral wetland soils. For
926   example, organic soils generally have lower bulk densities, higher porosity, greater water
927   holding capacity, lower nutrient availability, and greater cation exchange capacity than many
928   mineral soils.
929
                                                  19

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      December 2006- DRAFT	Chapter 2. Overview of Wetland Science

930   Mineral wetland soils, in addition to containing greater amounts of sand, silt and clay than
931   histosols, are distinguished by changes in soil color that occur when elements such as Fe and
932   manganese (Mn) are reduced by microorganisms under anaerobic conditions. Reduction of Fe
933   leads to the development of grey or "gleyed" soil color as oxidized forms of Fe (ferric Fe, Fe3+)
934   are converted to reduced forms (ferrous Fe, Fe+2). In sandy soils, development of a dark-colored
935   organic-rich surface layer is used to distinguish hydric soil  from non-hydric (terrestrial) soil. An
936   organic-rich surface layer, indicative of periodic inundation or saturation, is not sufficiently thick
937   (<40 cm) to qualify as a histosol which forms under near-continuous inundation.
938
939   Wetland soils serve as sites for many biogeochemical transformations. They also provide long
940   and short term storage of nutrients for wetland plants. Wetland soils are typically anaerobic
941   within a few millimeters of the soil-water interface. Water column oxygen concentrations are
942   often depressed due to the slow rate of oxygen diffusion through water. However,  even when
943   water column oxygen concentrations are supported by advective currents, high rates of oxygen
944   consumption lead to the formation of a very thin oxidized layer at the soil-water interface.
945   Similar oxidized layers can also be found surrounding roots of wetland plants. Many wetland
946   plants are known to transport oxygen into the root zone, thus creating aerobic zones  in
947   predominantly anaerobic soil. The presence of these aerobic (oxidizing) zones within the
948   reducing environment in saturated soils allows for the occurrence of oxidative and reductive
949   transformations to occur in close proximity to each other. For example, ammonia is oxidized to
950   nitrate within the aerobic zone surrounding plant roots in a process called nitrification. Nitrate
951   then readily diffuses into adjacent anaerobic  soil, where it is reduced to molecular nitrogen via
952   denitrification or may be reduced to ammonium in certain conditions through dissimilatory
953   nitrate reduction (Mitsch and Gosselink 2000; Ruckauf et al., 2004; Reddy and Delaune, 2005).
954   The anaerobic environment hosts the transformations of N, P, sulfur (S), Fe, Mn, and C. Most of
955   these transformations are microbially mediated. The oxidized soil surface layer also  is important
956   to the transport and translocation of transformed constituents, providing a barrier to translocation
957   of some reduced constituents. These transformations will be discussed in more detail below in
958   Biogeochemical Cycling.
959
960   VEGETATION
961
962   Wetland plants consist of macrophytes and microphytes. Macrophytes include free-floating,
963   submersed, floating-leaved and rooted emergent plants. Microphytes are algae that may be free
964   floating or attached to macrophyte stems and other surfaces. Plants require oxygen to meet
965   respiration demands for growth, metabolism  and reproduction. In macrophytes, much (about
966   50%) of the respiration occurs below ground in the roots. Wetland macrophytes, however, live in
967   periodically to continuously-inundated and saturated soils and, so, use specialized adaptations to
968   grow in anaerobic  soils. Adaptations consist of morphological/anatomical  adaptations that result
969   in anoxia avoidance and metabolic adaptations that result in true tolerance to anoxia.
970   Morphological/anatomic adaptations include shallow roots  systems, aerenchyma, buttressed
971   trunks, pneumatophores (e.g., cypress  "knees") and lenticles on the stem. These adaptations


                                                 20

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       December 2006- DRAFT	Chapter 2. Overview of Wetland Science

 972    facilitate oxygen transport from the shoots to the roots where most respiration occurs. Many
 973    wetland plants also possess metabolic adaptations, such as anaerobic pathways of respiration,
 974    that produce non-toxic metabolites such as malate to mitigate the adverse effects of oxygen
 975    deprivation, instead of toxic compounds like ethanol (Mendelssohn and Burdick 1988).
 976
 977    Species best adapted to anaerobic conditions are typically found in areas inundated for long
 978    periods, whereas species less tolerant of anaerobic conditions are found in areas where
 979    hydroperiod is shorter. For example, in southern forested wetlands, areas such as  abandoned
 980    river channels (oxbows) are dominated by obligate species such as bald cypress (Taxodium
 981    distichuni) and tupelo gum (Nyssa aquaticd) (Wharton et al.  1982). Areas inundated less
 982    frequently are dominated by hardwoods such as black gum (Nyssa sylvatica), green ash
 983    (Fraxinuspennsylvanicus) and red maple (Acer rubrum) and the highest, driest wetland areas are
 984    dominated by facultative species such as sweet gum (Liquidambar styraciflua) and sycamore
 985    (Platanus occidentalis) (Wharton et al. 1982). Herbaceous-dominated wetlands also exhibit
 986    patterns of zonation controlled by hydroperiod (Mitsch and Gosselink 2000).
 987
 988    In estuarine wetlands such as salt- and brackish-water marshes and mangroves, salinity and
 989    sulfides also adversely affect growth and reproduction of vegetation. Inundation with seawater
 990    brings dissolved salts (NaCl) and sulfate.  Salt creates an osmotic imbalance in vegetation,
 991    leading to dessication of plant tissues. However, many plant species that live in estuarine
 992    wetlands possess adaptations to deal with salinity (Whipple et al.,  1981; Zheng et al. 2004).
 993    These adaptations include  salt exclusion at the root surface, salt secreting glands on leaves,
 994    schlerophyllous (thick, waxy) leaves, low transpiration rates and other adaptations to reduce
 995    uptake of water and associated salt. Sulfate carried in by the  tides  undergoes sulfate reduction in
 996    anaerobic soils to produce hydrogen sulfide (ftzS) that, at high concentrations, is toxic to
 997    vegetation. At sub-lethal concentrations, H2S inhibits nutrient uptake and impairs plant growth.
 998
 999    SOURCES OF NUTRIENTS
1000
1001    Point Sources
1002    Point source discharges of nutrients to wetlands may come from municipal or industrial
1003    discharges, including stormwater runoff from municipalities or industries, or in some cases from
1004    large animal feeding operations.  Nutrients from point source discharges may be controlled
1005    through the National Pollutant Discharge Elimination System (NPDES) permits, most of which
1006    are administered by states  authorized to issue such permits. In general, point source discharges
1007    that are not stormwater related are fairly constant with respect to loadings.
1008
1009    Nonpoint Sources
1010    Nonpoint sources of nutrients are commonly discontinuous and can be linked to seasonal
1011    agricultural activity or other irregularly occurring events such as silviculture, non-regulated
1012    construction, and storm events. Nonpoint nutrient pollution from agriculture is most commonly
1013    associated with row crop agriculture, and  livestock production that tend to be highly associated


                                                  21

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       December 2006- DRAFT	Chapter 2. Overview of Wetland Science

1014    with rain events and seasonal land use activities. Nonpoint nutrient pollution from urban and
1015    suburban areas is most often associated with climatological events (rain, snow, and snowmelt)
1016    when pollutants are most likely to be transported to aquatic resources.
1017
1018    Runoff from agricultural and urban is generally thought to be the largest source of nonpoint
1019    source pollution; however growing evidence suggests that atmospheric deposition may have a
1020    significant influence on nutrient enrichment, particularly from nitrogen (Jaworski et al. 1997).
1021    Gases released through fossil fuel combustion and agricultural practices are two major sources of
1022    atmospheric N that may be deposited in waterbodies (Carpenter et al. 1998). Nitrogen and
1023    nitrogen compounds formed in the atmosphere return to the earth as acid rain or snow, gas, or
1024    dry particles. Atmospheric deposition, like other forms of pollution, may be determined at
1025    different scales of resolution. More information on national atmospheric deposition can be found
1026    at: http://www.arl.noaa.gov/research/programs/airmon.html;  http://nadp.sws.uiuc.edu/. These
1027    national maps  may provide the user with information about regional  areas where atmospheric
1028    deposition, particularly of nitrogen, may be of concern. However, these maps are generally low
1029    resolution when considered at the local and site-specific scale and may not reflect areas of high
1030    local atmospheric deposition, such as local areas in a downwind plume from an animal feedlot
1031    operation.
1032
1033    Other nonpoint sources of nutrient pollution may include  certain silviculture and mining
1034    operations; these activities generally constitute a smaller fraction of the national problem, but
1035    may be locally significant nutrient sources. Control of nonpoint source pollutants  focuses on land
1036    management activities and regulation of pollutants released to the atmosphere (Carpenter et al.
1037    1998).
1038
1039
1040    2.3    WETLAND NUTRIENT COMPONENTS
1041
1042    NUTRIENT BUDGETS
1043
1044    Wetland nutrient inputs mirror wetland hydrologic inputs (e.g., precipitation, surface water, and
1045    ground water), with additional loading associated with atmospheric dry deposition and
1046    nitrification (Figures 2.5 and 2.6). Total atmospheric  deposition (wet and dry) may be the
1047    dominant input for precipitation-dominated wetlands, while surface- or ground-water inputs may
1048    dominate other wetland systems.
1049
1050    The total annual nutrient load (mg-nutrients/yr) into a wetland is the sum of the dissolved and
1051    particulate loads. The dissolved  load (mg-nutrients/s) can be estimated by multiplying the
1052    instantaneous inflow (L/s) by the nutrient concentration (mg-nutrients/L).  EPA recommends
1053    calculating the annual load by the summation of this function over the year - greater loads may
1054    found during periods of increased flow so EPA recommends monitoring during these intervals.
1055    Where continuous data are unavailable, average flows and concentrations  may be used if a bias

                                                  22

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       December 2006- DRAFT	Chapter 2. Overview of Wetland Science

1056    factor (Cohn et al., 1989) is included to account for unmeasured loads during high flows.
1057    Particulate loads (kg-sediments/yr) can be estimated using the product of suspended and bedload
1058    inputs (kg-sediments/yr) and the mass concentrations (mg-nutrients/kg-sediment).
1059
1060    Surface-water nutrient inputs are associated with flows from influent  streams, as well as diffuse
1061    sources from overland flow through the littoral zone. Ground-water inputs can also be
1062    concentrated at points (e.g., springs), or diffuse (such as seeps). The influence of allochthonous
1063    sources is likely to be greatest in those zones closest to the source.
1064
1065    Because wetlands generally tend to be low-velocity, depositional environments, they often
1066    sequester sediments and their associated nutrients. These sediment inputs generally accumulate
1067    at or near the point of entry into the wetland,  forming deltas or levees near tributaries, or along
1068    the shoreline for littoral inputs. Coarser fractions (e.g., gravels and  sands) tend to settle first,
1069    with the finer fractions (silts, clays, and organic matter) tend to settle  further from the inlet point.
1070    Particulate input from ground-water sources can usually be neglected, while particulate inputs
1071    from atmospheric sources may be important if local or regional sources are present.
1072
1073    Wetland nutrient outputs  again mirror hydrologic outputs (e.g., surface- and ground-water), and
1074    loads are again estimated as the product of the flow and the concentration of nutrients in the
1075    flow. While evaporation losses from wetlands may be significant, there are no nutrient losses
1076    associated with this loss. Instead, loss of nutrients to the atmosphere may occur as a result of
1077    ammonia volatilization, N2O losses from nitrification, as well as losses from incomplete
1078    denitrification. Because sediment outputs from wetlands may be minor, nutrient exports by this
1079    mechanism may not be important.
1080
1081    Nutrient accumulation in wetlands occurs when nutrient inputs exceed outputs.  Net nutrient
1082    loads can be estimated as the difference between these inputs and outputs. It is important,
1083    therefore, to have some estimate of net accumulation by taking the difference between upstream
1084    and downstream loads. Sampling ground-water nutrient concentrations in wells located upstream
1085    and downstream of the wetland can provide some sense of net nutrient sequestration, while
1086    sampling wetland nutrient inflows and outflows is needed for determining the additional
1087    sequestration for this pathway.
1088
1089    BlOGEOCHEMICAL CYCLING
1090
1091    Biogeochemical cycling of nutrients in wetlands is governed by physical, chemical and
1092    biological processes in the soil and water column. Biogeochemical  cycling of nutrients is not
1093    unique to wetlands, but the aerobic and anaerobic interface generally  found in saturated soils of
1094    wetlands creates unique conditions that allow both aerobic and anaerobic processes to operate
1095    simultaneously. The hydrology and geomorphology of wetlands (Johnston et al. 2001) influences
1096    biogeochemical processes and constituent transport and transformation within the systems (e.g.,
1097    water-sediment exchange, plant uptake, and export of organic matter). Interrelationships among


                                                   23

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       December 2006- DRAFT	Chapter 2. Overview of Wetland Science

1098    hydrology, biogeochemistry, and the response of wetland biota vary among wetland types
1099    (Mitsch and Gosselink, 2000; Reddy and Delaune, 2005).
1100
1101    Biogeochemical processes in the soil and water column are key drivers of several ecosystem
1102    functions associated with wetland values (e.g., water quality improvement through
1103    denitrification, long-term nutrient storage in the organic matter) (Figure 2.3). The hub for
1104    biogeochemistry is organic matter and its cycling in the soil and water column. Nutrients such as
1105    N, P, and S are primary components of soil organic matter, and  cycling of these nutrients is
1106    always coupled to C cycling. Many processes occur within the carbon, nitrogen, phosphorus and
1107    sulfur (C, N, P, or S) cycles; microbial communities mediate the rate and extent of these
1108    reactions in soil and the water column.
1109
1110    Aerobic-anaerobic interfaces are more common in wetlands than in upland landscapes and may
1111    occur at the soil-water interface, in the root zones of aquatic macrophytes, and at surfaces of
1112    detrital tissue and benthic periphyton mats. The juxtaposition of aerobic and anaerobic zones in
1113    wetlands supports a wide range of microbial populations and associated metabolic activities,
1114    with oxygen reduction occurring in the aerobic interface of the substrate, and reduction of
1115    alternate electron acceptors occurring in the anaerobic zone (D'Angelo and Reddy,  1994a or b).
1116    Under continuously saturated soil conditions, vertical layering of different metabolic activities
1117    can be present, with oxygen reduction  occurring at and just below the soil-floodwater interface.
1118    Substantial aerobic decomposition of plant detritus occurs in the water column; however, the
1119    supply of oxygen may be insufficient to meet demands and drive certain microbial groups to
1120    utilize alternate electron acceptors (e.g., nitrate, oxidized forms of iron (Fe) and manganese
1121    (Mn), sulfate and bicarbonate (HCO3)).
1122
                                                   24

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       December 2006- DRAFT
                                                      Chapter 2. Overview of Wetland Science
1123
1124
1125
1126
1127
1128
1129
1130
1131
1132
1133
1134
1135
1136
1137
1138
1139
1140
1141
1142
                                    Submerged
                                    macrophyte
                                                             Emergent
                                                             macrophyte
                                                               Periphyton
                           "Water
                                                            Bioavailable
                                                              nutrients
     Figure 2.3 Schematic showing basic nutrient cycles in soil-water column of a wetland.

Soil drainage adds oxygen to the soil, while other inorganic electron acceptors may be added
through hydraulic loading to the system. Draining wetland soil accelerates organic matter
decomposition due to the introduction of oxygen deeper into the profile. In many wetlands, the
influence of NOs, and oxidized forms of Mn and Fe on organic matter decomposition is minimal.
This is because the concentrations of these electron acceptors are usually low as a result of the
fact that they have greater reduction potential than other alternate electron acceptors, so they
generally are depleted rapidly from systems. Long-term sustainable microbial activity is then
supported by electron acceptors of lower reduction potentials (sulfate and HCOs).
Methanogenesis is often viewed as the terminal step in anaerobic decomposition in freshwater
wetlands, whereas sulfate reduction is viewed as the dominant process in coastal wetlands.
However, both processes can function simultaneously in the same ecosystem and compete for
available substrates (Capone and Kiene 1988).

A simple way to characterize wetlands for aerobic and anaerobic zones is to determine the
oxidation-reduction potential or redox potential (Eh) of the soil-water column. Redox potential is
expressed in units of millivolts (mV) and is measured  using a voltmeter coupled to a platinum
electrode and a reference electrode. Typically, wetland soils with Eh values >300 mV are
                                                 25

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       December 2006- DRAFT
                                                        Chapter 2. Overview of Wetland Science
1143
1144
1145
considered aerobic and typical of drained soil conditions, while soils with Eh values <300 mV
are considered anaerobic and are devoid of molecular oxygen (Figure 2.4).
1146
1147
1148
1149
1150
1151
1152
1153
1154
1155
1156
1157
1158
1159
1160
-3

Ana

DIL [
prnhic 4


H'9h|y Reduced
Reduced
1 1 1 1
Moderately
Reduced
fc Aorohic


Oxidized
I I I I I I I
I
00 -100 0 100 300 500 700
Oxidation-Reduction Potential (mV)
       Figure 2.4. Range of redox potentials in wetland soils (Reddy and Delaune 2007).

Wetlands, as low-lying areas in the landscape, receive inputs from all hydrologically connected
uplands. Many wetlands are open systems receiving inputs of carbon (C) and nutrients from
upstream portions of the watershed that can include agricultural and urban areas.

Prolonged nutrient loading to wetlands can result in distinct gradients in water and soil. Mass
loading and hydraulic retention time determine the degree and extent of nutrient enrichment.
Continual nutrient loading to an oligotrophic wetland can result in a zone of high nutrient
availability near the input, and low nutrient availability and possibly nutrient limiting conditions
further from the input point. This enrichment effect can be seen in many freshwater wetlands,
most notably in the sub-tropical Everglades where light is abundant and temperatures are high
(Davis, 1991; Reddy et al.,  1993; Craft and Richardson, 1993 a, b; DeBusk et al.,  1994) and in
some estuarine marshes (Morris and Bradley 1999). Between these two extremes, there can exist
                                                  26

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       December 2006- DRAFT
                                                        Chapter 2. Overview of Wetland Science
1161
1162
1163
1164
1165
1166
1167
1168
1169
1170
1171
1172
1173
1174
1175
1176
1177
1178
1179
1180
1181
1182
1183
1184
1185
1186
1187
a gradient in quality and quantity of organic matter, nutrient accumulation, microbial and
macrobiotic communities, composition, and biogeochemical cycles.

Compared to terrestrial ecosystems, most wetlands show an accumulation of organic matter, and
therefore wetlands function as global sinks for carbon. Accumulation of organic C in wetlands is
primarily a result of the balance of C fixation through photosynthesis and losses through
decomposition. Rates of photosynthesis in wetlands are typically higher than in other ecosystems,
and rates of decomposition are typically lower due to anaerobic conditions, hence organic matter
tends to accumulate. In addition to maintaining proper functioning of wetlands, organic matter
storage also plays an important role in regulating other ecosystems and the biosphere. For example,
organic matter contains substantial  quantities of N, P, and S, therefore accumulation of organic
matter in wetlands decreases transport of these nutrients to downstream aquatic systems.

NITROGEN (N):

Nitrogen enters wetlands in organic and inorganic forms, with the relative proportion of each
depending on the input source. Organic forms are present in dissolved and particulate fractions,
while inorganic N (NFL^N, NOs-N and NO2-N) is present in dissolved fractions (Fig. 2.5) or
bound to suspended sediments (NH4-N). Particulate fractions are removed through settling and
burial, while the removal of dissolved forms is regulated by various biogeochemical reactions
functioning in the soil and water column. Relative rates of these processes are affected by
physico-chemical and biological characteristics  of plants, algae and microorganisms.
                             Atmospheric
                              Deposition
                                                      Plant biomass
N2 N2O
 ^Inflow
                                                                                       Outflow
                                                                          NH,
                                                          Litterfall
                                                                Volatilization
               Nitrogen
                Fixation
                    Nitrification
              NO3  <	  NH4
                                                     Mineralization
                                                                           WaterColumn
                                                                        Soil - AEROBIC
                           [NH4+]
                  Denitrification
                                                       Microbial
                                        Organic N •**• Biomass N   Adsorbed NH4+
                                                                         Soil - ANAEROBIC
            — N2, N20 (g)
                   Figure 2.5. Schematic of the nitrogen cycle in wetlands.
                                                   27

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       December 2006- DRAFT	Chapter 2. Overview of Wetland Science

1188   Nitrogen reactions in wetlands effectively process inorganic N through nitrification and
1189   denitrification, ammonia volatilization and plant uptake. These processes aid in lowering levels
1190   of inorganic N in the water column. A significant portion of dissolved organic N assimilated by
1191   plants is returned to the water column during breakdown of detrital tissue or soil  organic matter,
1192   and the majority of this dissolved organic N is resistant to decomposition. Under these
1193   conditions, water leaving wetlands may contain elevated levels of N in organic form. Exchange
1194   of dissolved nitrogen species between soil and water column support several nitrogen reactions.
1195   For example, nitrification in the aerobic soil layer is supported by ammonium flux from the
1196   anaerobic soil layer.  Similarly, denitrification in the anaerobic soil layer is supported by nitrate
1197   flux from the aerobic soil layer and water column. Relative rates of these reactions will,
1198   however, depend on the environmental conditions present in the soil and water column (Reddy
1199   and Delaune 2007).
1200
1201   PHOSPHORUS (P):
1202
1203   Phosphorus retention by wetlands is regulated by physical (sedimentation and entrainment),
1204   chemical (precipitation and flocculation), and biological mechanisms (uptake and release by
1205   vegetation, periphyton  and microorganisms). Phosphorus in the influent water is found in
1206   soluble and particulate  fractions, with both fractions containing a certain proportion of inorganic
1207   and organic forms. Relative proportions of these pools depend on the input source.  For example,
1208   municipal wastewater may contain a large proportion (>75%) as inorganic P in soluble forms, as
1209   compared to effluents from agricultural watersheds where a greater percentage of P loading may
1210   be in the parti culate fraction.
1211
1212   Phosphorus forms that  enter a wetland are grouped into: (i) dissolved inorganic P (DIP), (ii)
1213   dissolved organic P (DOP), (iii) particulate inorganic P (PIP), and (iv) particulate organic P
1214   (POP)  (Figure 2.6). The particulate and soluble organic fractions may be further separated into
1215   labile and refractory components. Dissolved inorganic P is generally bioavailable, whereas
1216   organic and particulate P forms generally must be transformed into inorganic forms before
1217   becoming bioavailable. Both biotic and abiotic mechanisms regulate relative pool sizes and
1218   transformations of P compounds within the water column and soil. Alterations in these fractions
1219   can occur during flow through wetlands and depend on the physical, chemical, and biological
1220   characteristics of the systems. Thus, both biotic and abiotic processes should be considered when
1221   evaluating P retention capacities of wetlands. Biotic processes include; assimilation by
1222   vegetation, plankton, periphyton and microorganisms. Abiotic processes include sedimentation,
1223   adsorption by soils, precipitation, and exchange processes between soil and the overlying water
1224   column (Reddy et al. 1999; 2005; Reddy and Delaune, 2007). The processes affecting
1225   phosphorus exchange at the soil/sediment water interface include:  (i) diffusion and advection due
1226   to wind-driven currents, (ii) diffusion and advection due to flow and bioturbation, (iii) processes
1227   within  the water column (mineralization, sorption by particulate matter, and biotic uptake and
1228   release), (iv) diagenetic processes (mineralization, sorption and precipitation dissolution) in
                                                   28

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       December 2006- DRAFT
                                                       Chapter 2. Overview of Wetland Science
1229
1230
1231
1232
bottom sediments,  (v) redox conditions (C>2 content) at the soil/sediment -water interface, and
(vi) phosphorus flux from water column to soil mediated by evapotranspiration by vegetation.
1233
1234
1235
1236
1237
1238
1239
1240
1241
1242
1243
1244
1245
1246
                                                         Atmospheric
                                                          Deposition
          Plant biomass P
                        Figure 2.6. Phosphorous cycle in wetlands.

The key biogeochemical services provided by wetlands include nutrient transformation and
removal by decreasing concentrations of nutrients and other contaminants and sequestration of
carbon and nutrients into stable pools (Kadlec and Knight 1996). The biogeochemical processes
regulating water quality improvement are well established, and are made use of in treatment
wetlands. Increased nutrient loading to oligotrophic wetlands results in increased primary
productivity and nutrient enrichment. This resulting eutrophication can have both positive and
negative impacts to the environment. Higher rates of primary productivity increase rates of
organic matter accumulation, thus increasing carbon sequestration. However eutrophication
may lead to increased periodic and episodic export of DIP (Kadlec and Knight 1996; Reddy et
al. 1995; 2005; Reddy and Delaune 2007)).
                                                  29

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       December 2006- DRAFT	Chapter 3. Classification of Wetlands

1247    Chapter 3      Classification of Wetlands
1248
1249
1250    3.1    INTRODUCTION
1251
1252    Developing individual, site-specific nutrient criteria is not practical for every wetland. Instead,
1253    criteria for groups of similar wetlands in a region are needed. To this end, a means of grouping
1254    or classifying wetlands is needed. This chapter introduces the scientific rationale for classifying
1255    wetlands, reviews some common classification schemes, and discusses their implications for
1256    establishing nutrient criteria for wetlands. Use of a common scheme across state boundaries
1257    should facilitate collaborative efforts in describing reference condition for biota or water quality
1258    and in developing assessment methods, indices of biotic integrity (IBI) (USEPA 1993b,
1259    http://www.epa.gov/emap/remap/index.html), nutrient-response relationships, and nutrient
1260    criteria for wetlands. This chapter describes a series of national classification systems that could
1261    be used to provide a common framework for development of nutrient criteria for wetlands, and
1262    suggest ways in which these classification schemes could be combined in a hierarchical fashion.
1263    Many existing classification schemes may be relevant and should be considered for use or
1264    modification even if they weren't originally derived for wetland nutrient criteria because 1) they
1265    incorporate key factors which control nutrient inputs and  cycling; 2) they already have been
1266    mapped; and 3) they have been incorporated into sampling, assessment, and management
1267    strategies for wetland biology or for other surface water types, thus facilitating integration of
1268    monitoring strategies. Adoption of any classification scheme should be an iterative process,
1269    whereby initial results of biological or water quality sampling are used to test for actual
1270    differences in reference condition for nutrients or nutrient-response relationships among
1271    proposed wetland classes. Wetland classes that behave similarly can be combined, and apparent
1272    outliers in distributions of nutrient concentrations from reference  sites or in nutrient-response
1273    relationships can be examined for additional sources of variability that need to be considered.  In
1274    addition, new classification schemes can be derived empirically through many multivariate
1275    statistical methods designed to determine factors that can  discriminate among wetlands based  on
1276    nutrient levels or nutrient-response relationships.
1277
1278    The overall goal of classification is to reduce variability within classes due to differences in
1279    natural condition related to factors such as geology, hydrology, and climate. This will minimize
1280    the number of classes for which reference conditions should be defined. For example, we would
1281    expect different conditions for water quality or biological community composition for wetland
1282    classes in organic soils  (histosols) compared to wetlands in mineral soils. In assessing impacts to
1283    wetlands, comparing a wetland from within the same class would increase the precision of
1284    assessments, enable more sensitive detection of change, and reduce errors in characterizing the
1285    status of wetland condition.
1286
1287
                                                  30

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       December 2006- DRAFT	Chapter 3.  Classification of Wetlands

1288    REFERENCE CONCEPT
1289
1290    Reference conditions "describe the characteristics of waterbody segments least impaired by
1291    human activities and are used to define attainable biological or habitat conditions" (USEPA
1292    1990, Stoddard et al. 2006). At least two general approaches have been defined to establish
1293    reference condition - the site-specific approach and the regional approach (U.S. EPA 1990b,
1294    http://www.epa.gov/bioindicators/). The current approach to developing water quality criteria for
1295    nutrients also emphasizes identification of expected ranges  of nutrients by waterbody type and
1296    ecoregion for least-impaired reference conditions (U.S. EPA 1998,
1297    http ://www. epa. gov/waterscience/standards/nutrient.html).
1298
1299    Although different concepts of reference condition have been used in other programs (e.g., for
1300    evaluation of wetland mitigation projects (Smith et al. 1995;
1301    http://el.erdc.usace.army.mil/wetlands/pdfs/wrpde9.pdf)), for the purposes of this document, the
1302    term reference condition refers to wetlands that are minimally or least impacted by human
1303    activities. Most, if not all, wetlands in the U.S. are affected  to some extent by human activities
1304    such as acid precipitation, global climate change, or other atmospheric deposition of nitrogen
1305    and mercury, and changes in historic fire regime. "Minimally  impacted" is therefore
1306    operationally defined by choosing sites with fewer stressors or fewer overall impacts as
1307    described by indicators of stressors, such as land-use or human activities within the watershed or
1308    buffer area surrounding a wetland  and source inputs. Identifying reference wetlands in areas of
1309    high local or regional atmospheric deposition of nitrogen should also be carefully considered
1310    because indicators such as local land use activities may not be sufficient to indicate nutrient
1311    enrichment from dry or wet air deposition.
1312
1313
1314    3.2    EXISTING WETLAND CLASSIFICATION SCHEMES
1315
1316    There are two different approaches for classification of aquatic resources, one that is
1317    geographically-based, and one that is independent of geography, but relies on environmental
1318    characteristics that determine aquatic ecosystem  status and vulnerability at the region-,
1319    watershed-, or ecosystem-scale (Detenbeck et al. 2000). Ecoregions (including "nutrient
1320    ecoregions") and Ecological Units represent geographically-based classification schemes that
1321    have been developed and applied nation-wide (Omernik 1987, Keys et al. 1995). The goal of
1322    geographically-based classification schemes is to reduce variability in reference condition based
1323    on spatial co-variance in climate and geology, along with topography, vegetation, hydrology, and
1324    soils. Geographically-independent or environmentally-based classification schemes include those
1325    derived using watershed characteristics  such as land-use and/or land-cover (Detenbeck et al.
1326    2000), hydro geomorphology (Brinson 1993), vegetation type (Grossman et al. 1998), or some
1327    combination of these (Cowardin et al. 1979). Both geographically-based and environmentally-
1328    based schemes have been developed for wetland classification. These approaches can be applied
1329    individually or combined within a hierarchical framework (Detenbeck et al. 2000).

                                                  31

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       December 2006- DRAFT	Chapter 3. Classification of Wetlands

1330
1331    GEOGRAPHICALLY-BASED CLASSIFICATION SCHEMES
1332
1333    Regional classification systems were first developed specifically for the United States by land
1334    management agencies. The US Department of Agriculture (USDA) has described an hierarchical
1335    system of Land Resource Regions and Major Land Resource Areas based mainly on soil
1336    characteristics for agricultural management (USDA SCS 1981). Ecoregions were then refined for
1337    USDA and the US Forest Service based on an hierarchical system in which each of several
1338    environmental variables such as climate, landform, and potential natural  vegetation were applied
1339    to define different levels of classification (Bailey 1976). Subsequently, Omernik and colleagues
1340    developed an hierarchical nationwide ecoregion system to classify streams, using environmental
1341    features they expected to influence aquatic resources as opposed to terrestrial resources (Hughes
1342    and Omernik 1981, Omernik et al. 1982). The latter was based on an overlay of "component
1343    maps" for land use, potential natural vegetation, land-surface form, and soils along with a
1344    subjective evaluation of the spatial congruence of these factors as compared to the hierarchical
1345    approach used by Bailey, which relied only on natural features (not land-use). Omernik has
1346    produced a national map of 84 ecoregions  defined at a scale of 1:7,500,000 (Figure 3.1; Omernik
1347    1987, http://water.usgs.gov/GIS/metadata/usgswrd/XML/ecoregion.xml). More detailed,
1348    regional maps have been prepared at a scale of 1:2,500,000 in which the most "typical" areas
1349    within each ecoregion are defined. Cowardin et al. (1979) have suggested an amendment to
1350    Bailey's ecoregions to include coastal and estuarine waters (Figure 3.2).  In practice, Omernik's
1351    scheme has been more widely used for geographic classification of aquatic resources such as
1352    streams, but few examples to verify the appropriateness of this grouping to wetland nutrients are
1353    available.
                                                  32

-------
       December 2006- DRAFT
                                                   Chapter 3. Classification of Wetlands
1354
1355
1356
1357
1358
1359
1360
1361
1362
1363
1364
1365
1366
1367
1368
1369
1370
1371
1372
1373
1374
1375
1376
             Figure 3.1 Map of Omernik aquatic ecoregions.
                                                         5. WEST
                                                         INDIAN
                                                           BOUNDARIESOF
                                                           10 MARINE AMD ESTUARINE
                                                           PROVINCES
Figure 3.2a. Map of Bailey ecoregions with coastal and estuarine provinces
                         (Cowardin et al., 1979).
                                                     33

-------
           December 2006- DRAFT
                                                                                       Chapter 3.  Classification of Wetlands
1377
Figure 3.2b. Legend
 "Domains, Divisions, Provinces, and Sections used on Bailey's (1976) map and described in detail in Bailey
 (1978). Highland ecoregions are designated M mountain, P plateau, and A altiplano.
                1000 Polar
                       1200 Tundra
                             1210 Arctic Tundra
                             1220 Bering Tundra
                       M1210 Brooks Range
                1300 Subarctic
                       1310 Yukon Parkland
                       1320 Yukon Forest
                       M1310 Alaska Range
                2000 Humid Temperate
                       2100 Warm Continental
                            2110 Laurentian Mixed Forest
                                   2111 Spruce-Fir Forest
                                   2112 Northern Hardwoods-Fir Forest
                                   2113 Northern Hardwoods Forest
                                   2114 Northern Hardwoods-Spruce Forest
                            M2110 Columbia Forest
                                   M2111 Douglas-fir Forest
                                   M2112 Cedar-Hemlock-Douglas-fir Forest
                       2200 Hot Continental
                            2210 Eastern Deciduous Forest
                                   2211 Mixed Mesophytic Forest
                                   2212 Beech-Maple Forest
                                   2213 Maple-Basswoocl Forest + Oak Savanna
                                   2214 Appalachian Oak Forest
                                   2215 Oak-Hickory Forest
                       2300 Subtropical
                            2310 Outer Coastal Plain Forest
                                   2311 Beech-Sweetgum-Magnolia-Pine-Oak
                                   2312 Southern Floodplain Forest
                            2320 Southeastern Mixed Forest
                       2400 Marine
                            2410 Willamette-Puget Forest
                            M2410 Pacific Forest (in conterminous U.S.)
                                   M2411 Sitka Spruce-Cedar-Hemlock Forest
                                   M2412 Redwood Forest
                                   M2413 Cedar-Hemlock-Douglas-fir Forest
                                   M2414 California Mixed Evergreen Forest
                                   M2415 Silver fir-Douglas-fir Forest
                                   M2410 Pacific Forest (in Alaska)
                       2500 Prairie
                            2510 Prairie Parkland
                                   2511 Oak-Hickory-Bluestem Parkland
                                   2512 Oak + Bluestem Parkland
1378
                                                                                    2520 Prairie Brushland
                                                                                          2521 Mesquite-Buffalo Grass
                                                                                          2522 Juniper-Oak-Mesquite
                                                                                          2523 Mesquite-Acacia
                                                                                    2530 Tall-Grass Prairie
                                                                                          2531 Bluestem Prairie
                                                                                          2532Whestgrass-Bluestem-Needlegrass
                                                                                          2533 Bluestem-Gamma Prairie
                                                                                    2600 Mediterranean (Dry-summer Subtropical)
                                                                                          2610 California Grassland
                                                                                          M2610Sierran Forest
                                                                                          M2620 California Chaparral
                                                                       3000 Dry 3100 Steppe
                                                                             3110 Great Plains-Shortgrass Prairie
                                                                                    3111 Gramma-Needlegrass-Wheatgrass
                                                                                    3112 Wheatgrass-Needlegrass
                                                                                    3113Grama-BuffaloGrass
                                                                             M3110 Rocky Mountain Forest
                                                                             M3111 Grand-fir-Douglas-fir Forest
                                                                                    M3112 Douglas-fir Forest
                                                                                    M3113 Ponderosa Pine-Douglas-fir Forest
                                                                             3120 Palouse Grassland
                                                                                    M3120 Upper Gila Mountains Forest
                                                                                    3130 Intermountain Sagebrush
                                                                                          3131 Sagebrush-Wheatgrass
                                                                                          3132 LahontanSaltbush-Greasewood
                                                                                          3133 Great Basin Sagebrush
                                                                                          3134 Bonneville Saltbush-Greasewood
                                                                                          3135 Ponderosa Shrub Forest
                                                                                    P3130 Colorado Plateau
                                                                                          P3131 Juniper-Pinyon Woodland + Sagebrush Saltbush Mosaic
                                                                                          P3132 Grama-Galleta Steppe + Juniper-Pinyon Woodland Mosaic
                                                                             3140 Mexican Highland Shrub Steppe
                                                                             A3140 Wyoming Basin
                                                                             A3141 Wheatgrass- Need legrass-Sagebrush
                                                                             A3142 Sagebrush-Wheatgrass
                                                                                    3200 Desert 3210 Chihuahuan Desert
                                                                                          3211 Grama-Tobosa
                                                                                          3212Tarbush-CreosoteBush
                                                                                    3220 American Desert
                                                                                          3221 Creosote Bush
                                                                                          3222 Creosote Bush-Bur Sage
                                                                       4000 Humid Tropical
                                                                             4100 Savanna
                                                                             4110 Everglades
                                                                             4200 Rainforest
                                                                                    M4210 Hawaiian Islands
                                                                            34

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       December 2006- DRAFT
                                                Chapter 3. Classification of Wetlands
1379
1380
1381
1382
1383
1384
                                      a. Domain
                   e. Province
                                                        b. Division
                          231 Southeastern
                          Mixed Fccest
                                     d. Section
                                           231A. Southern
                                           Appalachian Piedmon
Figure 3.3 Examples of first four hierarchical levels of Ecological Units:
domain, division, province, and section, from USEPA Environmental
Atlas.
                                                    35

-------
       December 2006- DRAFT
                                                          Chapter 3. Classification of Wetlands
1385
1386
1387
1388
1389
1390
1391
1392
1393
1394
1395
1396
1397
1398
1399
1400
1401
1402
1403
1404
1405
1406
1407
            Figure 3.4. Dominant water sources to wetlands, from Brinson 1993.
Finally, an attempt has been made to integrate approaches across Federal agencies to produce
regional boundaries termed Ecological Units (Keys et al.  1995). Information has been combined
on climate, landform, geomorphology, geology, soils, hydrology, and potential vegetation to
produce a nested series of boundaries for the eastern U.S. Different combinations of
environmental parameters are emphasized at each hierarchical level of classification. This
scheme was developed to explain variation in both terrestrial and aquatic systems, and is
consistent with a more comprehensive strategy to classify lotic systems down to the level of
stream reaches (Maxwell et al. 1995). The mapped system for the eastern U.S. includes
classification at the following levels:

domain (n=2) > divisions (n=5) > provinces (n=14) > sections (n=78) > subsections (n=xxx),

where Sections are roughly half the size of Omernik ecoregions (Figure 3.3). For lotic systems,
additional spatial detail can be added by defining watersheds (at the level of land type
associations), subwatersheds (at the level of land types), valley segments, stream reaches, and
finally channel units (Maxwell et al. 1995). In reality, not all watersheds nest neatly within
subsections, and may cross-subsection boundaries.
                                                  36

-------
        December 2006- DRAFT
                                                              Chapter 3.  Classification of Wetlands
                                                               VERTICAL
                                                              f-LUCTUATIONS
                                                             UNIDIRECTIONAL
                                                                FLOW
                                                              BIDIRECTIONAL
                                                                 FLOW
1408
1409    Figure 3.5. Dominant hydrodynamic regimes for wetlands based on flow pattern (Brinson 1993).
1410
                                        LAND SURFACE
                                                        SEEPAGE FACE
                                       a. Seepage tace where grourxtaaitir do* Inlersecls. I tie land surlaca
1411
1412
1413
1414
1415
1416
                                           LINES OF EQUAL o a o
                                           HYDRAULIC HEAD
                                                         SEEP ACE AT HASE
                                                               S S
                                       b. Seepage in the Idwere ooe portion of the bre
Figure 3.6. Interaction with break in slope with groundwater inputs to slope wetlands (Brinson
1993).

Some States and Tribes have chosen to refine the spatial resolution of Omernik's ecoregional
boundaries for management of aquatic resources (e.g., Region 3 and Florida). For example, the
                                                      37

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       December 2006- DRAFT	Chapter 3. Classification of Wetlands

1417    State of Florida has defined subecoregions for streams based on analysis of macroinvertebrate
1418    data from 100 minimally-impacted sites. Efforts are currently underway to define ecoregions for
1419    Florida wetlands based on variables influencing the water budget and plant community
1420    composition (Dougherty et al. 2000, Lane 2000).
1421
1422    ENVIRONMENTALLY-BASED CLASSIFICATION SYSTEMS
1423
1424    Wetland habitat types are described very  simply but coarsely by  Shaw and Fredine (1956,
1425    Circular 39), ranging from temporarily-flooded systems to ponds. A more refined hierarchical
1426    classification system is available based on vegetation associations; for example the system
1427    developed by the Nature Conservancy for terrestrial vegetation that includes some wetland types
1428    (Grossman et al. 1998). Vegetation associations have also been used to classify Great Lakes
1429    coastal wetlands within coastal geomorphic type (Michigan Natural Features Inventory  1997).
1430
1431    COWARDIN CLASSIFICATION SYSTEM
1432
1433    The Cowardin classification system (Cowardin et al. 1979) was developed for the U.S. Fish and
1434    Wildlife Service (FWS) as a basis for identifying, classifying, and mapping wetlands, special
1435    aquatic sites, and deepwater aquatic habitats. The Cowardin system combines a number of
1436    approaches incorporating landscape position, hydrologic regime and habitat (vegetative) type
1437    (http://www.nwi.fws.gov) (Figure 3.7). Wetlands are categorized first by landscape position
1438    (tidal, riverine, lacustrine, and palustrine), then by cover type (e.g., open water, submerged
1439    aquatic bed, persistent emergent vegetation, shrub wetlands, and forested wetlands), and then by
1440    hydrologic regime (ranging  from saturated or temporarily-flooded to permanently flooded).
1441    Modifiers can be added for different salinity or acidity classes, soil type (organic vs. mineral), or
1442    disturbance activities (impoundment, beaver activity).  Thus, the Cowardin system includes a
1443    mixture of geographically-based factors, proximal forcing functions (hydrologic regime, acidity),
1444    anthropogenic disturbance regimes, and vegetative outcomes. In practice, the Cowardin system
1445    can be aggregated by combination of hydrogeomorphic (HGM) type and predominant vegetation
1446    cover if digital coverages are available (Ernst et al. 1995).
1447
1448    HYDROGEOMORPHIC CLASSIFICATION SYSTEM(S)
1449
1450    Brinson (1993) has defined  a hydrogeomorphic classification system for wetlands, based on
1451    geomorphic setting, dominant water source (Figure 3.4), and dominant hydrodynamics (Figure
1452    3.5; http://www.wes.army.mil/el/wetlands). Seven classes have been described: depressional,
1453    lacustrine fringe, tidal fringe, slope, riverine, mineral soil flats, and organic soil flats (Smith et al.
1454    1995). Also see Hydrogeomorphic Classification in
1455    http://www.epa.gov/waterscience/criteria/wetlands/7Classification.pdf
1456
1457    Depressional systems, as the name implies, are located in topographic depressions where surface
1458    water can accumulate. Depression wetlands can be further classified based on presence of inlets


                                                  38

-------
       December 2006- DRAFT	Chapter 3. Classification of Wetlands

1459   or outlets and primary water source as closed, open/groundwater, or open/surface water
1460   subclasses.
1461
1462   Lacustrine fringe wetlands are located along lake shores where the water elevation of the lake
1463   determines the water table of the adjacent wetland. Great Lakes coastal wetlands represent one
1464   important region of lacustrine fringe wetlands. These coastal systems are strongly influenced by
1465   coastal forming processes, and, as such, have been further classified by geomorphic type through
1466   various schemes (Jaworski and Raphael 1979, and others summarized in Michigan Natural
1467   Features Inventory 1997). These geomorphic coastal positions will further influence the
1468   predominant source of water and the degree and type of energy regime (riverine vs. seiche and
1469   wave activity). Tidal fringe wetlands occupy a similar position relative to marine coasts and
1470   estuaries, where water level is influenced by sea level. Tidal fringe wetlands can be broken down
1471   further based on salinity into euhaline vs. mixohaline subclasses.  Slope wetlands occur on slopes
1472   where groundwater discharges to the land surface but typically do not have the capacity for
1473   surface water storage (Figure 3.6). Riverine wetlands are found in floodplains and riparian zones
1474   associated with stream channels. Riverine systems can be broken down based on watershed
1475   position (and thus hydrologic regime) into tidal, lower perennial,  upper perennial, and
1476   nonperennial subclasses. Mineral soil flats are in areas of low topographic relief (e.g.,
1477   interfluves, relic lake bottoms, and large floodplain terraces) with precipitation as the main
1478   source of water.  The topography of organic soil flats (e.g., peatlands), in contrast, is controlled
1479   by the vertical accretion of organic matter.
1480
1481   The HGM classification system is being further refined to the subclass level for different regions
1482   or states and classes (Cole et al. 1997, http://www.wes.army.mil/el/wetlands). In addition to the
1483   classification factors described above, Clairain (2002) suggests using parameters such as the
1484   degree of connection between the wetland and other surface waters (depressional wetlands),
1485   salinity gradients (tidal), degree of slope or channel gradient (slope and riverine wetlands),
i486   position in the landscape (riverine, slope), and a scaling factor (stream order, watershed size or
1487   floodplain width for riverine subclasses). In some cases, existing  regional schemes have been
1488   used as the basis for subclass definition (e.g., Stewart and Kantrud 1971, Golet and Larson  1974,
1489   Wharton et al. 1982, Weakley and Schafale 1991, Keough et al. 1999).
1490
1491   The HGM classification system has been applied primarily to assess wetland functions related to
1492   hydrology, biological productivity, biogeochemical cycling, and habitat (Smith et al. 1995,
1493   http://www.wes.army.mil/el/wetlands/pdfs/wrpde9.pdf). The same environmental parameters
1494   that influence wetland functions also determine hydrologic characteristics and background water
1495   quality, which in turn drive wetland habitat structure and community  composition, and the
1496   timing of biotic events. Thus, the HGM classification system can serve as a basis for partitioning
1497   variability in reference trophic status and biological condition, as well as defining temporal
1498   strategies for sampling.
1499
1500
                                                   39

-------
       December 2006- DRAFT	Chapter 3.  Classification of Wetlands

1501    COMPARISON OF ENVIRONMENTALLY-BASED CLASSIFICATION SYSTEMS
1502
1503    If an integrated assessment of aquatic resources within a watershed or region is desired, it may
1504    be useful to consider intercomparability of classification schemes for wetlands, lakes, and
1505    riverine systems to promote cost-effective sampling and ease of interpretation. The HGM
1506    approach could integrate readily with a finer level of classification for lake type because lentic
1507    systems are separated out as lacustrine fringe or depressional wetlands based on lake or pond
1508    size and influence of water level on the adjacent wetland. Lacustrine classification systems for
1509    water quality have included geography (climate + bedrock characteristics, Gorham et al. 1983)
1510    or hydrologic setting (Winter 1977, Eilers et al. 1983) as factors for categorization. McKee et al.
1511    (1992) suggest a modification of Cowardin's system, for Great Lakes coastal wetlands
1512    incorporating landscape position (system), depth zone (littoral vs. limnetic subsystems),
1513    vegetative or substrate cover (class and subclass), and modifiers of ecoregions, water level
1514    regimes, fish community structure, geomorphic structure, and human modification. In contrast,
1515    the Michigan Natural Features Inventory (1997) categorizes Great Lakes coastal wetlands by
1516    Great Lake, then nine unique geomorphic types within lakes, then vegetative association.
1517
1518    For lotic systems, Brinson et al. (1995) describes an approach to further classify riverine classes
1519    into subclasses based on watershed position and stream size/permanence. This strategy is
1520    consistent with current monitoring efforts to develop stream IBIs (Indices of Biotic Integrity),
1521    which typically use stream order as a surrogate for watershed size in explaining additional
1522    background variation in IBI scores (USEPA 1996). A more detailed classification of stream
1523    reach types, based on hydrogeomorphic character, is described by Rosgen (1996). This
1524    classification scheme has been predominantly applied to assessments of channel stability and
1525    restoration options, and not to development  of criteria. Gephardt et al. (1990) described a cross-
1526    walk between riparian and wetland classification and description procedures.
1527
                                                  40

-------
        December 2006- DRAFT
                                                       Chapter 3. Classification of Wetlands
                         DPI 1NO
                                 I t
                                 s S
                        M
                        S  »
                                                 '. 3
                                                 £ IE
                                                 S f
                                                      EiUUfilt EW04IO
                                                   d ! JB1IL.A1
                                                                                       •EHWS —
1528
1529
1530
1531
                        UH*»0 PAluSTdNf
                                                   I  THI-l'iM*!-:!. '•'!;.• Jl'l',

                                                   b SF(lSl«BHY flOUWll
                                                   [ SE1W>F*«AWN-[.T FLOODED
                                                   i iNie»MTT(«Tl»
                                                   i crhMA»r.ftiii.v n.
                                                   1  ... Hi', ii  •
                                                                                       LOW HAltl
Figure 3.7. (Top) Cowardin hierarchy of habitat types for estuarine systems;
          (Bottom) Palustrine systems, from Cowardin et al. 1979.
                                                         41

-------
       December 2006- DRAFT                                     Chapter 3. Classification of Wetlands

1532    COMBINATIONS OF GEOGRAPHIC AND ENVIRONMENTALLY-BASED APPROACHES
1533
1534    It is possible to combine geographically-based classification with hydrogeomorphic and/or
1535    habitat-based approaches. For example, a scheme could be defined that nests Cowardin
1536    (Cowardin et al. 1979) vegetative cover class within HGM class within ecoregion. Maxwell et al.
1537    (1995) have defined a scheme for linking geographically-based units based on geoclimatic
1538    setting (domains => divisions => provinces => sections => subsections) to watersheds and
1539    subwatersheds , and thus to riverine systems composed of valley segments, stream reaches, and
1540    channel units, or to lacustrine systems composed of lakes, lake depth zones, and lake
1541    sites/habitat types.
1542
1543    Maxwell et al. (1995) also define a series of fundamental hydrogeomorphic criteria for
1544    classifying wetlands based on Brinson (1993) and Winter (1992), including physiography
1545    (landscape position), water source, hydrodynamics, and climate.  The first three of these are
1546    similar to the HGM classification system, whereas moisture regimes and soil temperature
1547    regimes are generally consistent at the province level (see summary tables in Keys et al.  1995).
1548    Finer scale variation in landforms is captured at the level of sections and below, which in turn
1549    will determine the dominance of different hydrogeomorphic  classes of wetlands and associated
1550    surface waters (lakes and rivers). Characteristics and relative advantages and disadvantages of
1551    different classification systems are summarized in Table 2.
1552
1553
1554    3.3   SOURCES OF INFORMATION FOR MAPPING WETLAND CLASSES
1555
1556    In order to select wetlands for sampling in a random- or random-stratified design (described in
1557    Chapter 4), it is important to have a record of wetland locations to choose from, preferably
1558    categorized by the classification system of interest. For some, but not all portions of the country,
1559    wetlands have been mapped from aerial photography through the National Wetlands Inventory
1560    (NWI) maintained by the U.S. Fish and Wildlife Service (http://www.fws.gov/nwi/: Dahl 2005).
1561    In other cases, individual states have developed inventories,  or researchers have developed lists
1562    for specific types of wetlands within a given region, e.g., Great Lakes coastal wetlands
1563    (Herdendorf et al.  1981). In order to sample these mapped wetland areas in a random fashion, it
1564    is important to have a list of each wetland that occurs within each class and its associated area. A
1565    geographic information system (GIS) allows one to automatically produce a list of all wetland
1566    polygons by type within a specified geographic region. Sources of digital information for
1567    mapping and/or classifying wetlands in a GIS are presented in the Land-Use Characterization for
1568    Nutrient and Sediment Risk Assessment Module
1569    (http://www.epa.gov/waterscience/criteria/wetlands/17LandUse.pdf). In areas for which digital
1570    NWI maps do not yet exist, potential wetland areas can be mapped using GIS tools
                                                  42

-------
       December 2006- DRAFT
Chapter 3. Classification of Wetlands
1571
Table 2. Comparison of landscape and wetland classification schemes.
Classification
scheme
Bailey's ecoregions
Omernik ecoregions
Ecological units
(Maxwell et al. 1995)
USAGE
Hydrogeomorphic
Classes
Rosgen channel
types
Scale
Nationwide
Nationwide
Nationwide
Nationwide at
class level;
regionalized at
subclass level
Nationwide
Hierarchical?
Yes
No
Yes
Yes - limited
Yes
Levels of strata
Domains
Divisions
Provinces
Sections
Ecoregions
Subecoregions
Domain
Divisions
Provinces
Sections
Subsections
Class
Subclass
Level I
Level II
Advantages
Only natural
attributes
included
Digital maps
Digital maps
Digital maps
Specific for
wetlands
Captures
differences
in hydrologic
regime for
riverine
wetlands
Disadvantages
Terrestrial basis
Untested for wetlands
No hydrology
Combines land-use
with natural
attributes
Untested for most
wetlands
No hydrology
Greater number of
strata and units
than for ecoregions
Untested for wetlands
Subclasses not
comparable across
different regions
More focused on
instream channel
form than riparian
characteristics
Riverine only
Not mapped
Potential links with other schemes
Could form first strata for any of the
schemes below ecological units
Could form first strata for any of the
schemes below ecological units
Could form first strata for any of the
schemes below ecological units
Ties to classification schemes
already defined within
hydrogeomorphic types
Intermediate strata between
geographic and habitat-scale
Intermediate strata between hydro-
geomorphic type and habitat-
scale
                                                                     43

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       December 2006- DRAFT
Chapter 3. Classification of Wetlands
Table 2. Comparison of landscape and wetland classification schemes.
Classification
scheme
Anderson land-cover
classes



Circular 39 classes



National Wetland
Inventory





Vegetation
associations







Scale

Nationwide




Nationwide



Nationwide






International








Hierarchical?

Yes




No



Yes






Yes








Levels of strata

Level 1
Level II
Level III


Class



System
Subsystem
Class
Subclass
Hydrologic
modifier
Other modifiers
System
Formation class
Formation
subclass
Formation group
Formation
subgroup
Formation
alliance
Association
Advantages

Common basis
for land-
use/land-
cover
mapping
Popular
recognition


Digital maps
available for
much of
nation (but
smallest
wetlands
omitted)
Consistency
across
terrestrial
and aquatic
systems





Disadvantages

Not functionally based




Mixture of criteria used
to distinguish
classes
Not mapped
Inconsistencies in
mapping water
quality modifiers
Limited consideration
of
hydrogeomorphic
type
Not functionally based
No digital maps
Taxa specific






Potential links with other schemes

Cross-walk w NWI system possible




Strata below geographic but
contains mixture of
hydrogeomorphic type and
habitat type
Strata below geographic
Hydrogeomorphic class could be
improved by linkw HGM system




Could be used as lowest level within
other schemes







1572
                                                                     44

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       December 2006- DRAFT                                      Chapter 3.  Classification of Wetlands

1573    to predict relative wetness (e.g., Phillips 1990) or soil survey maps with hydric soil series can be
1574    used. It should be noted that in areas in which hydrology has been significantly altered
1575    (e.g.,through ditching, tiling, or construction of urban stormwater systems), areas of potential
1576    wetlands could have been removed already. Similarly, although there are no current maps of
1577    wetlands by hydrogeomorphic class, these could be derived through GIS techniques using a
1578    combination of wetland coverages, hydrography (adjacency to large lakes and rivers), and digital
1579    elevation models to derive landforms (mineral and organic soil flats) and/or landscape position
1580    (slope and depressional wetlands).
1581
1582
1583    3.4    DIFFERENCES IN NUTRIENT REFERENCE CONDITION OR SENSITIVITY
1584           TO NUTRIENTS AMONG WETLAND CLASSES
1585
1586    Very few studies to verify classification systems for wetland nutrient monitoring have been
1587    completed, although a number of monitoring strategies have been implemented based on pre-
1588    selected strata. Monitoring efforts to develop or assess biological criteria generally have used a
1589    combination of geographic region and hydrogeomorphic class or subclass (e.g.,Cole et al. 1997,
1590    Bennett 1999, Apfelbeck 1999, Michigan Natural Features Inventory 1997). Analysis of plant
1591    associations has been used to derive empirical classifications based on factors such as landscape
1592    position, water source, climate, bedrock, and sediment hydraulic conductivity (Weakley and
1593    Schafale 1991, Nicholson 1995, Halsey et al. 1997, Michigan Natural Features Inventory 1997).
1594    Only one case of classification based  on wetland macroinvertebrate composition was found. For
1595    Australian wetlands, wetland classes grouped by macroinvertebrate communities were
1596    distinguished by water chemistry extremes (low pH, high salinity), degree of nutrient
1597    enrichment, and water color (Growns et al. 1992).
1598
1599    In some cases (e.g., northern peatlands) classification criteria derived on the basis of plant
1600    associations are less powerful in discriminating among nutrient regimes (e.g.,Nicholson 1995);
1601    this may be particularly true where variation in vegetation type is related to differences in major
1602    ion chemistry and pH rather than nutrients. The same is true in southern pocosins, where short
1603    and tall pocosins differ in seasonal  hydrology but not soil chemistry. However, when contrasting
1604    pocosins and swamp forests, soil nutrients differed strongly (Bridgham and Richardson 1993).
1605    For some potential indicators of nutrient status such as vegetation N:P ratios, indicator
1606    thresholds will be consistent across species (Koerselman and Meuleman 1996), while response
1607    thresholds for other indicators of plant nutrient status vary across functional plant groupings with
1608    different life history strategies. These differences may indicate potential differences in sensitivity
1609    to excess nutrient loading (McJannet et al. 1995). Thus, vegetation community types are not
1610    always a good predictor of background nutrient concentrations (reference condition) or
1611    sensitivity to nutrient loading.
1612
1613    Sensitivity  to nutrient loading (as evidenced by differences in nutrient cycling and availability)
1614    may also be related to differences in hydroperiod among wetlands. Wetland mesocosms exposed

                                                  45

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       December 2006- DRAFT                                      Chapter 3.  Classification of Wetlands

1615    to pulse discharges had higher nutrient loss from the water column than those exposed to
1616    continuous flow regimes (Busnardo et al. 1992). Depending on the predominant mechanism for
1617    nutrient loss (e.g., plant uptake versus denitrification), nutrient-controlled primary production
1618    could be either stimulated or reduced. Mineralization rates of carbon, nitrogen, and phosphorus
1619    differ significantly among soils from northern Minnesota wetlands, related to an ombrotrophic to
1620    minerotrophic gradient (i.e., degree of groundwater influence) and aeration status (Bridgham et
1621    al. 1998).
1622
1623    In general, very few definitive tests of alternative classification schemes for wetlands are
1624    available with respect to  describing reference condition for either nutrient criteria or biocriteria.
1625    However, evidence from the literature suggests that in many cases, both geographic factors (e.g.,
1626    climate, geologic setting) and landscape setting (hydrogeomorphic type) are expected to affect
1627    both water quality and biotic communities.
1628
1629
1630    3.5    RECOMMENDATIONS
1631
1632    Classification strategies for nutrient criteria development should incorporate factors affecting
1633    background nutrient levels and wetland sensitivity to nutrient loading at several spatial scales.
1634
1635        •   Classification of physiographic regions eliminates background variation in lithology and
1636           soil texture (affecting background nutrient levels and sorption capacity), in climate
1637           (affecting seasonality, productivity, decomposition and peat formation), and in
1638           landforms, which determines the predominance of different hydrogeomorphic classes.
1639
1640        •   Classification by  hydrogeomorphic class reduces background variation in predominant
1641           water and nutrient sources, water depth and dynamics, hydraulic retention time,
1642           assimilative capacity, and interactions with  other surface water types (Table 3).
1643
1644        •   Classification by water depth and duration (which may or may not be incorporated into
1645           hydrogeomorphic classes) helps to explain variation in internal nutrient cycling,
1646           dissolved oxygen level and variation, and the ability of wetlands to support some higher
1647           trophic levels such as fish and amphibians.
1648
1649        •   Classification by vegetation type or zone, whether to inform site selection or to determine
1650           sampling strata within a site helps to explain background variation in predominant
1651           primary producer form (which will affect endpoint selection), as well as turnover rate and
1652           growth rates (which will affect rapidity of response to nutrient loadings).
1653
1654        In general, the choice of specific alternatives among the classification schemes listed above
1655        depends both on their intrinsic value as well as  practical considerations, e.g., whether a
1656        classification scheme is available in mapped digital form or can be readily derived from

                                                    46

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       December 2006- DRAFT                                      Chapter 3. Classification of Wetlands

1657       existing map layers, whether a hydrogeomorphic or other classification scheme has been
1658       refined for a particular region and wetland type, and whether classification schemes are
1659       already in use for monitoring and assessment of other waterbody types in a state or region.
                                                   47

-------
December 2006- DRAFT
Chapter 3. Classification of Wetlands
Table 3. Features of the major hydrogeomorphic classes of wetlands that may influence background nutrient concentrations,
sensitivity to nutrient loading, nutrient storage forms and assimilative capacity, designated use and choice of endpoints.
HGM Class
Predominant
Nutrient Source(S)
Landscape
Position
Hydrologic Regime
Hydraulic
Retention Time
Nutrient
Assimilation
Capacity
Organic Flats
Atmospheric
Deposition

Saturated, Little
Standing Water
Decades
Low
Mineral Flats
Atmospheric
Deposition,
Groundwater

Saturated, Little
Standing Water
Decades
High Sorption
Capacity
Depressional
Runoff (Particulate
And Dissolved),
Surface And
Groundwater

Depth And
Duration Vary
From Saturated To
Temporary To
Seasonal To
Semi-Permanent
To Permanent
Inundation
Varies With
Inflows/Outflows,
Landscape
Position
High Sorption,
Plant Uptake,
(Limited) Sediment
Storage
Riverine
Runoff
(Particulate),
Overbank Flooding
(Particulate,
Dissolved)
Adjacent To Rivers
Depth, Duration
Vary W River
Flooding Regime

-------
       December 2006- DRAFT
Chapter 3. Classification of Wetlands
Table 3 cont'd
HGM Class
Predominant
Vegetation Growth
Form
Top Trophic Level
Commercially-
Important
Fish/Wildlife
Recreational Use
Likely
Drinking Water
Source
Downstream
Organic Flats
Mosses
Sedges
Mammals
Birds
Amphibians
Invertebrates



Mineral Flats
Sedges
Mammals
Birds
Amphibians
Invertebrates



Depressional
Varies With Zone
And Duration Of
Flooding:
Wooded
Grass/Sedge
Emergents
Submerged
Aquatics*
Mammals
Birds
Mudminnows
Amphibians
Invertebrates
Waterfowl
Yes
Possible
Riverine
Wooded,
Emergent
Vegetation
Submerged
Aquatics*
Fish
Birds
Mammals
Fish*
Yes
Likely
Fringe
Varies With Zone:
Grass/Sedge
Emergents
Submerged
Aquatics*
Fish
Birds
Mammals
Waterfowl
Fish*
Yes
Possible
Slope
Wooded
Grasses
Sedges
Mammals
Birds
Amphibians
Invertebrates



1660
                                                                     49

-------
1661
December 2006- DRAFT                          Chapter 4. Sampling Design of Wetland Monitoring

Chapter 4      Sampling Design for Wetland Monitoring
1662
1663    4.1    INTRODUCTION
1664
1665    This chapter provides technical guidance on designing effective sampling programs for State and
1666    Tribal wetland water quality monitoring programs. EPA recommends that States and Tribes
1667    begin wetland monitoring programs to collect water quality and biological data in order to
1668    characterize the condition of existing wetlands as they develop nutrient criteria that protect their
1669    wetlands. The best monitoring programs are designed to assess wetland conditions with
1670    statistical rigor while maximizing available resources.
1671
1672    At the broadest level, monitoring data should:
1673
1674    1.      Detect and characterize the condition of existing wetlands.
1675
1676    2.      Describe whether wetland conditions are improving, degrading, or staying the same.
1677
1678    3.      Define seasonal patterns, impairments, deviations in status in wetland conditions.
1679
1680    Water quality monitoring programs should collect a sufficient number of samples over time and
1681    space to identify changes in system condition or estimate average conditions with statistical
1682    rigor. Three approaches to study design for assessing water quality, biological and ecological
1683    condition, as well as identifying degradation in wetlands, are described in this chapter. Specific
1684    issues to consider in designing monitoring programs for wetland systems are also discussed in
1685    this chapter. The study designs presented here can be tailored to fit the goals of specific
1686    monitoring programs.
1687
1688    The three approaches described below (Section 4.3) (probabilistic sampling, targeted/tiered, and
1689    Before/After - Control/Impact [BACI]), present study designs that allow one to obtain a
1690    significant amount of information with relatively minimal effort. Probabilistic sampling begins
1691    with a large-scale random monitoring design that is reduced as the wetland system conditions are
1692    characterized. This approach is used to find the average condition of each wetland class in a
1693    specific region. Probabilistic sampling design is frequently used for new large scale monitoring
1694    programs at the State and Federal level (e.g., Environmental Monitoring and Assessment
1695    Program (EMAP), Regional Environmental Monitoring and Assessment Program (REMAP),
1696    State programs [e.g., Maine, Montana, Wisconsin]). The tiered or targeted approach to
1697    monitoring begins with coarse screening and proceeds to more detailed monitoring protocols as
1698    impaired and high-risk systems are identified and targeted for further investigation. Targeted
1699    sampling design provides  a triage approach to more thoroughly assess condition and diagnose
1700    stressors in wetland systems in need of restoration, protection and intensive management.
1701    Several State pilot projects use this method or a modification of this method for wetland

                                                 50

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       December 2006- DRAFT                          Chapter 4. Sampling Design of Wetland Monitoring

1702    assessment (e.g., Florida, Ohio, Oregon, Minnesota). The synoptic approach described in
1703    Kentula et al. (1993) uses a modified targeted sampling design. The BACI design and its
1704    modifications are frequently used to assess the success of restoration efforts or other
1705    management experiments such as those describe in Case Study 2 in Appendix B2. BACI design
1706    allows for comparisons in similar systems over time to determine the rate of change in relation to
1707    the management activity, e.g., to assess the success of a wetland hydrologic restoration.
1708    Detenbeck et al. (1996) used BACI design for monitoring water quality of wetlands in the
1709    Minneapolis/St. Paul, Minnesota metro area.
1710
1711    Monitoring programs should be designed to describe what the current conditions are and to
1712    answer under what conditions impairment may occur. A well-designed monitoring program can
1713    contribute to determining those conditions.
1714
1715    Sampling design is dependent on the management question being asked. Sampling efforts
1716    should be designed to collect information that will answer the management question.  For
1717    example, probabilistic sampling might be good for ambient (synoptic) monitoring programs,
1718    BACI for evaluating management actions such as restoration, and targeted sampling/stratified
1719    and random sampling for developing index of biotic integrity (IBIs) or nutrient criteria
1720    thresholds. In practice, some state programs likely will need to use a combination of approaches.
1721
1722
                                                  51

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       December 2006- DRAFT                           Chapter 4. Sampling Design of Wetland Monitoring

1723    4.2    CONSIDERATIONS FOR SAMPLING DESIGN
1724
1725    DESCRIBING THE MANAGEMENT QUESTION
1726
1727    Clearly defining the question being asked (identifying the hypothesis) encourages the use of
1728    appropriate statistical analyses, reduces the occurrence of Type I (false positive) errors, and
1729    increases the efficient use of management resources (Suter 1993; Leibowitz et al., 1992; Kentula
1730    et al., 1993). Beginning a study or monitoring program with carefully defined questions and
1731    objectives helps to identify the statistical analyses most appropriate for the study, and reduces
1732    the chance that statistical assumptions will be violated. Management resources are optimized
1733    because resources are directed at monitoring that which is most likely to answer management
1734    questions. In addition, defining the specific hypotheses to be tested, carefully  selecting reference
1735    sites, and identifying the most useful sampling interval can help reduce the uncertainty
1736    associated with the results of any sampling design, and further conserve management resources
1737    (Kentula et al.,  1993). Protecting or improving the quality of a wetland system often depends on
1738    the ability of the monitoring program to identify cause-response relationships, for example, the
1739    relationship of nutrient concentration (causal variable) to nutrient content of vegetation or
1740    vegetation biomass (response variable). Cause-response relationships can be identified using
1741    large sample sizes, and systems that span the gradient (low to high) of wetland quality. All
1742    ranges of response should be observed along the causal gradient from minimally disturbed to
1743    high levels of human disturbance.
1744
1745    Monitoring efforts often are prioritized to best utilize limited resources. For example, the Oregon
1746    case study chose not to monitor depressional wetlands due to funding constraints. They further
1747    tested the degree of independence of selected  sites (and thus the need to monitor all of those
1748    sites) using cluster analysis and other statistical tests
1749    (http://www.epa.gov/owow/wetlands/bawwg/case/or.html). Frequency of monitoring should be
1750    determined by the management question being asked, and the intensity of monitoring necessary
1751    to collect enough information to answer the question. In addition, monitoring  should identify the
1752    watershed level activities that are likely to result in ecological  degradation of wetland systems
1753    (Suter etal. 1993).
1754
1755    SITE SELECTION
1756
1757    Site  selection is one of many important tasks in developing a monitoring program (Kentula et al.
1758    1993).  Site selection for a monitoring program is based on the  need to sample a sufficiently large
1759    number of wetlands to establish the range of wetland quality in a specific regional setting.
1760    Wetland monitoring frequently includes an analysis of both watershed/landscape characteristics
1761    and wetland specific characteristics (Kentula et al.,1993; Leibowitz et al., 1992). Therefore,
1762    wetland sampling sites  should be selected based on land use in the region so that watersheds
1763    range from minimally impaired with few expected stressors to high levels of development (e.g.,
1764    agriculture, forestry, or urban) with multiple expected stressors (see the Land-Use

                                                   52

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       December 2006- DRAFT                          Chapter 4. Sampling Design of Wetland Monitoring

1765    Characterization for Nutrient and Sediment Risk Assessment, Wetland module #17). There is
1766    often a lag in time between the causal stress and the response in the wetland system. This time
1767    lag between stress and response and the duration of this lag depends on many factors including
1768    the type of stressor, climate, and system hydrology; these factors should be considered when
1769    selecting sites to establish the range of wetland quality within a region.
1770
1771    LANDSCAPE CHARACTERIZATION
1772
1773    The synoptic approach described in Liebowitz et al. (1992) provides a method of rapid
1774    assessment of wetlands at the regional and watershed level that can help identify the range of
1775    wetland quality within a region. Liebowitz et al. (1992) recommend an initial assessment for site
1776    selection based on current knowledge of watershed and landscape level features; modification of
1777    such an assessment can be made as more data are collected. Assessing watershed characteristics
1778    through aerial photography and the use of geographical information systems (GIS) linked to
1779    natural resource and land-use databases, can aid in identifying reference and degraded systems
1780    (see the Land-Use Characterization for Nutrient and Sediment Risk Assessment, Wetland
1781    module #17); Johnston et al., 1988, 1990; Gwin et al., 1999; Palik et al., 2000; Brown and Vivas
1782    2004).  Some examples of watershed characteristics which can be evaluated using GIS and aerial
1783    photography include land use, land cover (including riparian vegetation), soils, bedrock,
1784    hydrography, and infrastructure (e.g.,  roads or railroads). Changes in point sources can be
1785    monitored through the NPDES permit program (USEPA 2000). Changes in nonpoint sources can
1786    be evaluated through the identification and tracking of wetland loss and/or degradation,
1787    increased residential development, urbanization, increased tree harvesting, shifts to more
1788    intensive agriculture with greater fertilizer use or increases in livestock numbers, and other land
1789    use changes. Local planning agencies should be informed of the risk of increased anthropogenic
1790    stress and encouraged to guide development accordingly.
1791
1792    IDENTIFYING AND CHARACTERIZING REFERENCE WETLANDS
1793
1794    The term "reference" in this document refers to those systems that are least impaired by
1795    anthropogenic  effects. The use of the term reference is confusing because of the different
1796    meanings that are currently in use in different classification methods, particularly its use in
1797    hydrogeomorphic [HGM] wetland classification. A discussion of the term reference and its
1798    multiple meanings is provided in Chapter 3.
1799
1800    Watersheds with little or no development that receive minimal anthropogenic inputs could
1801    potentially contain wetlands that may serve as minimally impaired reference sites. Watersheds
1802    with a high percentage of the drainage basin occupied by urban areas, agricultural land, and
1803    altered hydrology are likely to contain wetlands that are impaired or could potentially be
1804    considered "at risk"  for developing problems. Wetland loss in the landscape also should be
1805    considered when assessing watershed characteristics for reference wetland identification.
1806    Biodiversity can become impoverished due to wetland fragmentation or decreases in regional


                                                  53

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       December 2006- DRAFT                           Chapter 4. Sampling Design of Wetland Monitoring

1807    wetland density even in the absence of site-specific land-use activities. Reference wetlands may
1808    be more difficult to locate if fragmentation of wetland habitats is significant, and may no longer
1809    represent the biodiversity of minimally disturbed wetlands in the region. The continued high rate
1810    of wetland loss in most States and Tribal lands dictates that multiple reference sites be selected
1811    to insure some consistency in reference sites for multiple year sampling programs (Liebowitz et
1812    al., 1992; Kentula et al., 1993). Once the watershed level has been considered, a more site-
1813    specific investigation can be initiated to better assess wetland condition.
1814
1815    The ideal reference site will have similar soils, vegetation, hydrologic regime and landscape
1816    setting to other wetlands in the region (Adamus  1992; Liebowitz et al., 1992; Kentula et al.,
1817    1993; Detenbeck et al., 1996). Classification of wetlands, as discussed in Chapter 3, may aid in
1818    identifying appropriate reference wetlands for specific regions and wetland types. Wetland
1819    classification should be supplemented with information on wetland hydroperiod to assure that
1820    the selected reference wetlands are truly representative of wetlands in the region, class or
1821    subclass of interest. Reference wetlands may not be available for all wetland classes. In this case,
1822    data from systems that are as close as possible to the assumed unimpaired state of wetlands in the
1823    wetland class of interest should be sought from States or Tribes within the same geologic
1824    province. Development of a conceptual reference may be important, if appropriate reference sites
1825    cannot be found in the local region or geologic province. Techniques for defining a conceptual
1826    reference are discussed at some length in Harris et al. (1995), Trexler (1995), and Toth et al.
1827    (1995).
1828
1829    Reference wetlands should be selected based on low levels of human alteration in their
1830    watersheds (Liebowitz et al. 1992; Kentula et al. 1993; USEPA 2000). Selecting reference
1831    wetlands usually involves assessment of land-use within watersheds, and visits to individual
1832    wetland systems to ground-truth expected land-use and check for unsuspected impacts. Ground-
1833    truthing visits to reference wetlands are crucial for identification of ecological impairment that
1834    may not be apparent from land-use and local habitat conditions. Again, sufficient sample size is
1835    important to characterize the range of conditions that can be expected in the least impacted
1836    systems of the region (Detenbeck et al. 1996). Reference wetlands should be identified for each
1837    ecoregion or geological province in the State or Tribal lands and then characterized with  respect
1838    to ecological integrity. A minimum of three low impact reference systems is recommended for
1839    each wetland class for statistical analyses. However, power analysis can be performed to
1840    determine the degree of replication necessary to detect an impact to the systems being
1841    investigated (Detenbeck et al. 1996; Urquhart et al. 1998). Highest priority should be given to
1842    identifying reference systems for those wetland types considered to be at the greatest risk from
1843    anthropogenic stress.
1844
1845    WHEN TO SAMPLE
1846
1847    Sampling may be targeted to the periods when effects are most likely to be detected - the index
1848    period. The appropriate index period should be defined by what the investigator is trying to


                                                   54

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       December 2006- DRAFT                           Chapter 4. Sampling Design of Wetland Monitoring

1849    investigate, and what taxonomic assemblage or parameters are being used for that investigation
1850    (Barbour et al. 1999). For example, increased nutrient concentrations and sedimentation from
1851    non-point sources may occur following periods of high runoff during spring and fall, while point
1852    sources of nutrient pollutants may cause plankton blooms and/or increased water and soil
1853    nutrient concentrations in wetland pools during times of low rainfall. Hence, different index
1854    periods may be needed to detect effects from point source and non-point source nutrients,
1855    respectively. Each taxonomic assemblage studied also should have an appropriate index period -
1856    usually in the growing season (see assemblage methods in the Maine case study:
1857    http ://www. epa. gov/waterscience/criteria/wetlands/index.html).
1858
1859    The index period window may be early in the growing season for amphibians and algae. Other
1860    assemblages, such as vegetation and birds, may benefit from a different sampling window for the
1861    index period; see the assemblage specific modules for recommendations. Once wetland
1862    condition has been characterized, one-time annual sampling during the appropriate index period
1863    may be adequate for multiple year monitoring of indicators of nutrient status, designated use, and
1864    biotic integrity. However, criteria and ecological indicator development may benefit from more
1865    frequent sampling to define conditions that relate to the stressor or perturbor of interest (Karr and
1866    Chu 1999; Stevenson 1996; Stevenson 1997). Regardless of the frequency of sampling, selection
1867    of index periods and critical review of the data gathered and analyzed should be done to
1868    scientifically validate the site characterization and index periods for data collection.
1869
1870    Ideally, water quality monitoring programs produce long-term data sets compiled over multiple
1871    years, to capture the natural, seasonal and year-to-year variations in biological communities and
1872    waterbody constituent concentrations (e.g., Tate 1990; Dodds et al. 1997; McCormick et al.
1873    1999; Craft 2001; Craft et al., 2003; Zheng et al.,  2004). Multiple-year data sets can be analyzed
1874    with statistical rigor to identify the effects of seasonality and variable hydrology. Once the
1875    pattern of natural variation has been described, the data can be analyzed to determine the
1876    ecological state of the waterbody. Long-term data sets have also been important in influencing
1877    management decisions about wetlands, most notably in the Everglades, where long-term data
1878    sets have induced Federal, State,  and Tribal actions for conservation and restoration of the
1879    largest wetland system in the US (see Davis  and Ogden 1994; Everglades Interim Report, South
1880    Florida Water Management District [SFWMD,  1999]; Everglades Consolidated Report
1881    [SFWMD, 2000, 2001];  1994 Everglades Forever Act, Florida Statute § 373.4592).
1882
1883    In spite of the documented value of long-term data sets, there is a tendency to intensively study a
1884    waterbody for one year before and one year after treatment. A more cost-effective approach may
1885    be to measure only the indices most directly related to the stressor of interest (i.e.,  those
1886    parameters or indicators that provide the best information to answer the specific management
1887    question), but to double or triple the monitoring period. Multiple years (two or more) of data are
1888    often needed to identify the effects of years with extreme climatic or hydrologic conditions.
1889    Comparisons over time between reference and at risk or degraded systems can help describe
1890    biological response and annual patterns in the presence of changing climatic conditions. Multi-


                                                   55

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       December 2006- DRAFT                          Chapter 4. Sampling Design of Wetland Monitoring

1891    year data sets also can help describe regional trends. Flooding or drought may significantly
1892    affect wetland biological communities and the concentrations of water column and soil
1893    constituents. Effects of uncommon climatic events can be characterized to discern the overall
1894    effect of management actions (e.g., nutrient reduction, water diversion), if several years of data
1895    are available to identify the long-term trends.
1896
1897    At the very minimum, two years of data before and after specific management actions, but
1898    preferably three or more each, are recommended to evaluate the cost-effectiveness of
1899    management actions with some degree of certainty (USEPA 2000). If funds are limited,
1900    restricting sampling frequency and/or numbers of indices analyzed should be considered to
1901    preserve a longer-term data set. Reducing sampling frequency or numbers of parameters
1902    measured will allow for effectiveness of management approaches to be assessed against the high
1903    annual variability that is common in most wetland systems. Wetlands with high hydrological
1904    variation from year to year may benefit from more years of sampling both before and after
1905    specific management activities to identify the effects of the natural hydrologic variability
1906    (Kadlec and Knight 1996).
1907
1908    CHARACTERIZING PRECISION OF ESTIMATES
1909
1910    Estimates of cause-response relationships, nutrient and biological conditions in reference
1911    systems and wetland conditions in a region are based on sampling, hence precision should be
1912    assessed. Precision is defined as the "measure of the degree of agreement among the replicate
1913    analyses of a sample, usually expressed  as the standard deviation" (APHA 1999). Determining
1914    precision of measurements for one-time assessments from single samples in a wetland is often
1915    important. The variation associated with one-time assessments from single samples can be
1916    determined by re-sampling a specific number of wetlands during the survey. Measurement
1917    variation among replicate samples then can be used to establish the expected variation for one-
1918    time assessment of single samples. Re-sampling does not establish the precision of the
1919    assessment process, but rather identifies the precision of an individual measurement (Kentula et
1920    al. 1993).
1921
1922    Re-sampling frequency is often conducted for one wetland site in every block often sites.
1923    However, investigators should adhere to the objectives of re-sampling (often considered an
1924    essential element of QA/QC) to establish an assessment of the variation in a one-time/sample
1925    assessment. Often, more than one in ten samples should be replicated in monitoring programs to
1926    provide a reliable estimate of measurement precision (Barbour et al.  1999). The reader should
1927    understand that this is a very brief description of the concerns  about precision, and that any
1928    monitoring program or study involving monitoring should include consultation with a
1929    professional statistician before the program begins and regularly during course of the monitoring
1930    program to assure statistical rigor.
1931
1932
                                                  56

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       December 2006- DRAFT                          Chapter 4. Sampling Design of Wetland Monitoring

1933    4.3    SAMPLING PROTOCOL
1934
1935    APPROACHES TO SAMPLING DESIGN
1936
1937    The following sections discuss three different approaches to sampling design, probabilistic,
1938    targeted, and BACI. These approaches have advantages and disadvantages that under different
1939    circumstances warrant the choice of one approach over the other (Table 4). The decision as to
1940    the best approach for sample design in a new monitoring program should be made by the water
1941    quality resource manager or management team after carefully considering different approaches.
1942    For example, justification of a dose-response relationship is  confounded by lack of
1943    randomization and replication, and should be considered in choosing a  sampling design for a
1944    monitoring program.
1945
1946    PROBABILISTIC SAMPLING DESIGN FOR ASSESSING CONDITION
1947
1948    Probabilistic sampling - a sampling process wherein randomness is requisite (Hayek 1994) - can
1949    be used to characterize the status of water quality conditions and biotic integrity in a region's
1950    wetland system. This type of sampling design is used to describe the  average conditions of a
1951    wetland population, identify the variability among sampled wetlands, and to help determine the
1952    range of wetland system conditions in a region. Data collected from a probabilistic random
1953    sample design generally will be characteristic of the dominant class or type of wetland in the
1954    region, but rare wetlands may be under-represented or absent from the probabilistically sampled
1955    wetlands. Additional sampling sites may need to be added to precisely characterize the complete
1956    range of wetland conditions and types in the region.
1957
1958    Probabilistic designs are often modified by stratification (such as classification). Stratified
1959    random sampling is a type of probabilistic sampling where a target population is divided into
1960    relatively homogenous groups or classes (strata) prior to sampling based on factors that influence
1961    variability in that population (Hayek 1994). Stratification by wetland size and class or types
1962    ensures more complete information about different types of wetlands within a region. Sample
1963    statistics from random selection alone would be most characteristic of the dominant wetland type
1964    in a region if the population of wetlands is not stratified.
1965
1966    Many state 305(b) and watershed monitoring programs utilize stratified random sampling
1967    designs and we will further discuss this type of probabilistic sampling. Maine, Montana and
1968    Wisconsin pilot projects all use stratified random sampling design. Details of these monitoring
1969    designs can be found in the Case Studies module #14 [APPENDIX B] and can be found on the
1970    web at http://www.epa.gov/waterscience/criteria/wetlands/index.html.
1971
1972    Stratification is based on identifying wetland systems in a region (or watershed) and then
1973    selecting an appropriate  sample of systems from the defined population. The determination of an
1974    appropriate sample population usually is dependent on the management questions being asked. A

                                                  57

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       December 2006- DRAFT                           Chapter 4. Sampling Design of Wetland Monitoring

1975   sample population of isolated depressional wetlands could be identified as a single stratum, but
1976   investigations of these wetlands would not provide any information on riparian wetlands in the
1977   same region. If the goal of the monitoring program is to identify wetland condition for all
1978   wetland classes within a region, then a sample population of wetlands should be randomly
1979   selected from all wetlands within each class. In practice, most State and Tribal programs stratify
1980   random populations by size, wetland class (see chapter 3), and landscape characteristics or
1981   location (see http://www.epa.gov/waterscience/criteria/wetlands/index.html, module #14).
1982
1983   Once the wetlands for each stratum have been identified, the sample population can be stratified
1984   spatially to ensure even spatial coverage of the assessment and indirectly increase the types of
1985   wetlands sampled (assuming classes of wetlands vary spatially). For example, EMAP limits
1986   redundant collection efforts by applying the Generalized Random Tessellation Stratified (GRTS)
1987   design to a map of the area. Sampling sites are chosen by randomly selecting grid cells, and
1988   randomly sampling wetland resources within the chosen grid  cells (Paulsen et al. 1991).
1989   Estimates of ecological conditions from these kinds of modified probabilistic sampling designs
1990   can be used to characterize the water quality conditions and biological integrity of wetland
1991   systems in a region, and over time, to distinguish trends in ecological condition within a region.
1992   (See http://www.epa.gov/owow/wetlands/bawwg/case/mtdev.html, and
1993   http://www.epa.gov/owow/wetlands/bawwg/case/fl 1 .html).
1994
1995
1996   TARGETED DESIGN
1997
1998   A targeted approach to sampling design may be more appropriate when resources are limited.
1999   Targeted sampling is a specialized case of random stratified sampling. The approach described
2000   here involves defining a gradient of impairment. Once the gradient has been defined and systems
2001   have been placed in categories of impairment, investigators focus the greatest efforts on
2002   identifying and characterizing wetland systems or sites likely  to be impacted by anthropogenic
2003   stressors, and on relatively undisturbed wetland systems or sites (see Identifying and
2004   Characterizing Reference Systems, Chapter 3), that can serve as regional, sub-regional, or
2005   watershed examples of natural biological integrity. Florida Department of Environmental
2006   Protection (FL DEP) uses a targeted sampling design for developing thresholds of impairment
2007   with macroinvertebrates (http://www.epa.gov/owow/wetlands/bawwg/case/fl2.html). Choosing
2008   sampling stations that best allow comparison of ecological integrity at reference wetland sites of
2009   known condition can conserve financial resources. A sampling design that tests specific
2010   hypotheses (e.g., the FL DEP study tested the effect of elevated water column phosphorus on
2011   macroinvertebrate species richness) generally can be analyzed with statistical rigor and can
2012   conserve resources by answering specific questions. Furthermore, identification of systems with
2013   problems and reference conditions eliminates the need for selecting a random  sample of the
2014   population for monitoring.
2015
                                                   58

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       December 2006- DRAFT                          Chapter 4. Sampling Design of Wetland Monitoring

2016   Targeted sampling assumes some knowledge of the systems sampled. Systems based on
2017   independent variables with evidence of degradation are compared to reference systems that are
2018   similar in their physical structure (i.e., in the same class of wetlands). For targeted sampling,
2019   wetlands should be characterized by a degree of impairment. Wetland systems should be viewed
2020   along a continuum from reference to degraded. An impaired or degraded wetland is a system in
2021   which anthropogenic impacts exceed acceptable levels, or interfere with beneficial uses.
2022   Comparison of the monitoring data to data collected from reference wetlands will allow
2023   characterization of the sampled systems. Wetlands identified as "at risk" should be evaluated
2024   through a sampling program to characterize the degree of degradation. Once characterized, the
2025   wetlands should be placed in one of the following categories:
i9i<7
2028   1.      Degraded wetlands -wetlands in which the level of anthropogenic perturbance interferes
2029          with designated uses.
2030
2031   2.      High-risk wetlands -wetlands where anthropogenic stress is high but does not
2032          significantly impair designated uses. In high-risk systems impairment is prevented by one
2033          or a few factors that could be changed by human actions, though characteristics of
2034          ecological integrity are already marginal.
2035
2036   3.      Low-risk wetlands -wetlands where many factors prevent impairment, stressors are
2037          maintained below problem levels, and/or no development is contemplated that would
2038          change these conditions.
2039
2040   4.      Reference wetlands -wetlands where the ecological characteristics most closely represent
2041          the pristine or minimally impaired condition.
2042
2043   Once wetland systems have been classified based on their physical structure (see chapter 3) and
2044   placed into the above categories, specific wetlands need to be selected for monitoring. At this
2045   point, randomness is introduced; wetlands should be randomly selected within each class  and
2046   risk category for monitoring. An excellent example of categorizing wetlands in this manner is
2047   given in the Ohio  Environmental Protection Agency's (OH EPA) case study [APPENDIX B],
2048   also available at: http://www.epa.gov/owow/wetlands/bawwg/case/oh 1 .html. They used the Ohio
2049   Rapid Assessment Method to categorize wetlands by degree of impairment. The Minnesota
2050   Pollution Control  Agency (MPCA)  also used a targeted design for monitoring wetlands
2051   (http://www.epa.gov/owow/wetlands/bawwg/case/mnl.html). They used the best professional
2052   judgment of local resource managers to identify reference sites and those with known
2053   impairment from identified stressors (agriculture and stormwater runoff).
2054
2055   Targeted sampling design involves monitoring identified degraded systems and comparable
2056   reference systems most intensively.  Low risk systems are monitored less frequently (after initial
2057   identification), unless changes in the watershed indicate an increased risk of degradation.
2058
                                                  59

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       December 2006- DRAFT                        Chapter 4. Sampling Design for Wetland Monitoring

2059   Activities surrounding impaired wetland systems may be used to help identify which actions
2060   negatively affect wetlands, and therefore may initiate more intensive monitoring of at-risk
2061   wetlands.  Monitoring should focus on factors likely to identify ecological degradation and
2062   anthropogenic stress and on any actions that might alter those factors. State/Tribal water quality
2063   agencies should encourage adoption of local watershed protection plans to minimize ecological
2064   degradation of natural wetland systems. Development plans in the watershed should be evaluated
2065   to identify potential future stressors. Ecological degradation often gradually increases due to
2066   many growing sources of anthropogenic stress. Hence, frequent monitoring may be warranted
2067   for high-risk wetlands if sufficient resources remain after meeting the needs of degraded
2068   wetlands.  Whenever development plans appear likely to alter factors that maintain ecological
2069   integrity in a high-risk wetland (e.g., vegetated buffer zones), monitoring should be initiated at a
2070   higher sampling frequency in order to enhance the understanding of baseline conditions (USEPA
2071   2000).
2072
2073   BEFORE/AFTER, CONTROL/IMPACT (BACI) DESIGN
2074
2075   An ideal before/after impact survey has several features: 1) the type of impact, time of impact,
2076   and place  of occurrence should be known in advance; 2) the impact should not have occurred
2077   yet; and 3) control areas should be available (Green 1979). The first feature allows the surveys to
2078   be efficiently planned to account for the probable change in the environment. The second feature
2079   allows a baseline  study to be established and to be extended as needed.  The last feature allows
2080   the surveyor to distinguish between temporal effects unrelated to the impact and changes related
2081   to the impact. In practice however, advance knowledge of specific impacts is rare, and the ideal
2082   impact survey is rarely conducted. BACI designs modified to monitor impacts during or after
2083   their occurrence still can provide information, but there is an increase in the uncertainty
2084   associated with the results, and the likelihood of finding a statistically significant change due to
2085   the impact is less  probable. In addition, other aspects of survey design are dependent on the
2086   study objectives, e.g., the sampling interval, the length of time the survey is conducted (i.e.,
2087   sampling for acute versus chronic effects), and the statistical analyses appropriate for analyzing
2088   the data (Suter  1993).
2089
2090   The best interval for sampling is determined by the objectives of the study (Kentula et al. 1993).
2091   If the objective is to detect changes in trends (e.g., regular monitoring for detection of changes in
2092   water quality or biotic integrity), regularly spaced intervals are preferred because the analysis is
2093   easier. On the other hand, if the objective is to assess differences before and after impact, then
2094   samples at random time points are advantageous. Random sample intervals reduce the likelihood
2095   that cyclic differences unforeseen by the sampler will influence the size of the difference before
2096   and after the impact. For example, surveys taken every summer for a number of years before and
2097   after a clear-cut may show little difference in system quality; however,  differences may  exist that
2098   can only be  detected in the winter and therefore may go undetected if sampling occurs only
2099   during summer.
2100
                                                   60

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       December 2006- DRAFT                       Chapter 4. Sampling Design for Wetland Monitoring

2101   The simplest impact survey design involves taking a single survey before and after the impact
2102   event (Green 1979). This type of design has the obvious pitfall that there may be no relationship
2103   between the observed event and the changes in the response variable- the change may be
2104   entirely coincidental. This pitfall is addressed in BACI design by comparing before and after
2105   impact data to data collected from a similar control system nearby. Data are collected before and
2106   after a potential disturbance in two areas (treatment and a control) with measurements on
2107   biological and environmental variables in all combinations of time and area (Green 1979). We
2108   will use a clear-cut adjacent to a wetland as an example to illustrate the BACI design. The
2109   sampling design is developed to identify the effects of clear-cutting on adjacent wetland systems.
2110   In the simplest BACI design, two wetlands would be sampled. One wetland would be adjacent to
2111   the clear-cut (the treatment wetland); the second wetland would be adjacent to a control site that
2112   is not clear-cut. The control site should have characteristics (soil, vegetation, structure,
2113   functions) similar to the treatment wetland, and is exposed to climate and weather similar to the
2114   first wetland. Both wetlands are sampled at the same time points before the clear-cut occurs and
2115   at the same time point after the clear-cut takes place. This design is technically known as an
2116   area-by-time factorial design. Evidence  of an impact is found by comparing the control site
2117   samples (before and after) with the treatment site before and after samples.  Area-by-time
2118   factorial design allows for both natural wetland-to-wetland variation and coincidental time
2119   effects. If there is no effect of the clear-cut, then change in system quality between the two time
2120   points should be the same. If there is an effect of the clear-cut, the change in system quality
2121   between the two time points should be different.
2122
2123   CONSIDERATIONS FOR BACI DESIGN
2124
2125   There are some potential problems with BACI design. First, because the control and impact sites
2126   are not randomly assigned, observed differences between sites may be related solely to some
2127   other factor that differs between the two sites. One could argue that it is unfair to ascribe the
2128   effect to the impact (Hurlbert 1984; Underwood 1991). However, as pointed out by Stewart-
2129   Oaten et al. (1986), the survey is concerned about a particular impact in a particular place, not in
2130   the average of the impact when replicated in many different locations. Consequently, it may be
2131   possible to detect a difference between these two specific sites. However, if there are no
2132   randomized replicate treatments, the results of the study cannot be generalized to similar events
2133   at different wetlands. However, the likelihood that the differences between  sites are due to
2134   factors other than the impact can be reduced by monitoring several control sites (Underwood
2135   1991) because multiple control sites provide some information about potential effects of other
2136   factors.
2137
2138   The second and more serious concern with the simple  Before-After design with a single
2139   sampling point before and after the impact, is that it fails to recognize that there may be natural
2140   fluctuations in the characteristic of interest that are unrelated to any impact (Hurlbert 1984;
2141   Stewart-Oaten 1986). Single samples before and after  impact would be sufficient to detect the
2142   effects of the impact, if there were no natural fluctuations over time. However, if the population
                                                  61

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       December 2006- DRAFT                       Chapter 4. Sampling Design for Wetland Monitoring

2143   also has natural fluctuations over and above the long-term average, then it is impossible to
2144   distinguish between cases where there is no effect from cases where there is an impact.
2145   Consequently, measured differences in system quality may be artifacts of the sampling dates and
2146   natural fluctuations may obscure differences or lead one to believe differences are present when
2147   they are not.
2148
2149   The simple BACI design was extended by Stewart-Oaten et al. (1986) by pairing surveys at
2150   several selected time points before and after the impact to help resolve the issue of
2151   psuedoreplication (Hulbert 1984). This modification of the BACI design is referred to as BACI-
2152   PS (Before-After, Control-Impact Paired Series design). The selected sites are measured at the
2153   same time points. The rationale behind this paired design is that repeated sampling before the
2154   impact gives an indication of the pattern of differences of potential change between the two sites.
2155   BACI-PS study design provides information both on the mean difference in the wetland system
2156   quality before and after impact, and on the natural variability of the system quality
2157   measurements. The resource manager has detected an effect if the  changes in the mean
2158   difference are large relative to natural variability. Considerations for sampling at either random
2159   or regularly spaced intervals  also apply here. Replication of samples should also be included if
2160   resources allow to improve certainty of analytical results.
2161
2162   Violation of the BACI assumptions may invalidate conclusions drawn from the data. Enough
2163   data should be collected before the impact to identify the trends in the communities of each
2164   sampling site if the BACI assumptions are to be met. Clearly defining the objectives of the study
2165   and identifying a statistically testable model of the relationships the investigator is studying can
2166   help resolve these issues (Suter 1993).
2167
2168   The designs described above are suitable for detecting longer-term chronic effects in the mean
2169   level of the variable of interest. However, the impact may have an acute effect (i.e., effects only
2170   last for a short while), or may change the variability in response (e.g., seasonal changes become
2171   more pronounced) in some cases. The sampling schedule can be modified so that it occurs at two
2172   temporal scales (enhanced BACI -PS design) that encompass both acute and chronic effects
2173   (Underwood 1991). The modified temporal design introduces randomization by randomly
2174   choosing sampling occasions in two periods (Before and After) in the control or impacted sites.
2175   The two temporal scales (sampling periods vs. sampling occasions) allow the detection of a
2176   change in mean and of a change in variability after impact. For example, groups of surveys could
2177   be conducted every year with five
2178   surveys one week apart randomly located within each group. The analysis of such a design is
2179   presented in Underwood (1991). Again, multiple control sites should be used to counter the
2180   argument that detected differences are specific to the sampled site. The September 2000 issue of
2181   the Journal of Agricultural, Biological, and Environmental Statistics discusses many of the
2182   advantages and disadvantages of the BACI design, and provides several examples of appropriate
2183   statistical analyses for evaluation of BACI studies.
2184
                                                  62

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       December 2006- DRAFT                       Chapter 4. Sampling Design for Wetland Monitoring

2185
2186   4.4  SUMMARY
2187
2188   State and Tribal monitoring programs should be designed to assess wetland condition with
2189   statistical rigor while maximizing available management resources. The three approaches
2190   described in this module, probabilistic sampling, targeted/tiered approach, and BACI
2191   (Before/After, Control/Impact), present study designs that allow one to obtain a significant
2192   amount of information for statistical analyses. The sampling design selected for a monitoring
2193   program should depend on the management question being asked. Sampling efforts should be
2194   designed to collect information that will answer management questions in a way that will allow
2195   robust statistical analysis. In addition, site selection, characterization of reference sites or
2196   systems, and identification of appropriate index periods are all of particular concern when
2197   selecting an appropriate sampling design. Careful selection of sampling design will allow the
2198   best use of financial resources and will result in the collection of high quality data for evaluation
2199   of the wetland resources of a State or Tribe. Examples of different sampling  designs currently in
2200   use for State and Tribal wetland monitoring are described in the Case Study module #14 on the
2201   website:
2202   http ://www. epa. gov/waterscience/criteria/wetlands/.
                                                   63

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December 2006- DRAFT
             Chapter 4. Sampling Design for Wetland Monitoring
       Table 4. Comparison of Probabilistic, Targeted, and BACI Sampling Designs
        Probabilistic
          Targeted
            BACI
Random selection of wetland
systems from entire population
within a region.
This design requires minimal
prior knowledge of wetlands
within the sample population
for stratification.

This design may use more
resources (time and money) to
randomly sample wetland
classes, because more wetlands
may need to be sampled.

System characterization for a
class of wetlands is more
statistically robust.
Rare wetlands may be under-
represented or absent from the
sampled wetlands.
This design is potentially best
for regional characterization of
wetland classes, especially
water quality conditions are
not known.
Targeted selection of wetlands
based on problematic (wetland
systems known to have
problems) and reference
wetlands.

This design requires there to
be prior knowledge of
wetlands within the sample
population.
This design utilizes fewer
resources because only
targeted systems are sampled.
System characterization for a
class of wetlands is less
statistically robust, although
characterization of a targeted
wetland may be statistically
robust.

This design may miss
important wetland systems if
they are not selected for the
targeted investigation.

This design is potentially best
for site-specific and
watershed-specific criteria
development when water
quality conditions for the
wetland of interest are known.
Selection of wetlands based on
a known impact.
This design requires
knowledge of a specific
impact to be analyzed.
This design may use fewer
resources because only
wetlands with known impacts
and associated control systems
are sampled.

Characterization of the
investigated systems is
statistically robust.
The information gained in this
type of investigation is not
transferable to wetland
systems not included in the
study.

This design is potentially best
for monitoring restoration or
creation of wetlands and
systems that have specific
known stressors.
                                            64

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       December 2006- DRAFT	Chapter 5. Candidate Variables for Establishing Nutrient Criteria

2203   Chapter 5      Candidate Variables  for Establishing Nutrient
2204                       Criteria
2205
2206   5.1    OVERVIEW OF CANDIDATE VARIABLES
2207
2208   This chapter provides an overview of candidate variables that could be used to establish nutrient
2209   criteria for wetlands. A good place to start with selecting candidate variables is by developing a
2210   conceptual model of how human activities affect nutrients and wetlands. These conceptual
2211   models may vary from complex to very simple models, such as relating nitrogen concentrations
2212   in sediments and plant biomass or species composition. Conceptual models establish the detail
2213   and scope of the project and the most important variables to select. In addition, they define the
2214   cause-effect relationships that should be documented to determine whether a problem occurs and
2215   what is causing the problem.
2216
2217   In general, for the purposes of numeric nutrient criteria development, it is helpful to develop an
2218   understanding of the relationships among human activities, nutrients and habitat alterations, and
2219   attributes of ecosystem structure and function, to establish a simple causal pathway among three
2220   basic elements in a conceptual model. These three basic groups of variables are important to
2221   distinguish because we use them differently in environmental management (Stevenson et al.
2222   2004a). A fourth group of variables is important in order to account for variation in expected
2223   condition of wetlands due to natural variation in landscape setting.
2224
2225   The overview of candidate variables in this chapter follows the outline provided in the
2226   conceptual model in Figure 5.1.  Historically, variables in conceptual models have been grouped
2227   many ways with a variety of group names (Paulsen et al.  1991; USEPA 1996; 1998a; Stevenson
2228   1998; Stevenson 2004a, b). In this document, three groups and group names are used to
2229   emphasize cause-effect relationships, simplify their presentation and discussion for a diversity of
2230   audiences, and maintain some continuity between their use in the past and their use here. The
2231   three groups are supporting variables, causal variables, and response variables.
2232
2233   Supporting variables provide information useful in normalizing causal and response variables
2234   and categorizing wetlands. (These are in addition to characteristics used to define wetland
2235   classes as described in Chapter 3 ) Causal variables characterize pollution or habitat
2236   alterations. Causal variables are intended to characterize nutrient availability in wetlands and
2237   could include nutrient loading rates and soil nutrient concentrations. Response variables are
2238   direct measures or indicators of  ecological properties. Response variables are intended to
2239   characterize biotic response and could include community structure and composition of
2240   vegetation and algae. The actual grouping of variables is much less important than
2241   understanding relationships among variables.
2242
                                                  65

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       December 2006- DRAFT	Chapter 5. Candidate Variables for Establishing Nutrient Criteria

2243   It is important to recognize the complex temporal and spatial structure of wetlands when
2244   measuring or interpreting causal and response variables with respect to nutrient condition. The
2245   complex interaction of climate,  geomorphology, soils and internal interactions has led to a
2246   diverse array of wetland types, ranging from infrequently flooded, isolated depress!onal wetlands
2247   such as seasonal prairie potholes and playa lakes to very large complex systems such as the
2248   Everglades and the Okefenokee Swamp. In addition, most wetlands are complex temporal and
2249   spatial mosaics of habitats with distinct structural and functional characteristics, illustrated most
2250   visibly by patterns in vegetation structure.
2251
2252   Horizontal zonation is a common feature of wetland ecosystems, and in most wetlands, relatively
2253   distinct bands of vegetation develop in relation to water depth. Bottomland hardwood forests and
2254   prairie pothole wetlands provide excellent illustrations of zonation in two very divergent wetland
2255   types. However, vegetation zones are not static. Seasonal and long-term changes in vegetation
2256   structure are a common characteristic of most wetland ecosystems. Wetlands may exhibit
2257   dramatic shifts in vegetation patterns in response to changes in hydrology, with entire wetlands
2258   shifting between predominantly emergent vegetation to completely open water within only a
2259   year or two. Such temporal patterns in fact are important features of many wetlands and should
2260   be considered in interpreting any causal or response variable. For example, seasonal cycles are
2261   an essential  feature of floodplain forests, which are typically flooded during high spring flows
2262   but dry by mid to late summer. Longer-term cycles are similarly essential features of prairie
2263   pothole wetlands, which exhibit striking shifts in vegetation in response to water level
2264   fluctuations over periods of a few years in smaller wetlands to decades in larger, more permanent
2265   wetlands (van der Valk 2000). Vegetation patterns are likely to control major aspects of wetland
2266   biogeochemistry, and trophic dynamics can significantly affect the physical and chemical
2267   characteristics of sediments and overlying waters (Rose and Crumpton 1996).
2268
2269   The complex temporal and spatial structure of wetlands should influence the selection of
2270   variables to  measure and methods for measuring them. Most wetlands are characterized by
2271   extremely variable hydrologic and nutrient loading rates and close coupling of soil and water
2272   column processes. As a result, estimates of nutrient loading may prove more useful than  direct
2273   measurements of water column  nutrient concentrations as causal variables for establishing the
2274   nutrient condition of wetlands. In  addition, soil nutrients that integrate a wetland's variable
2275   nutrient history over a period of years may provide the most useful metric against which to
2276   evaluate wetland response.
                                                   66

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        December 2006- DRAFT
                                       Chapter 5. Candidate Variables for Establishing Nutrient Criteria
               Fig 5.1
2277
2278
2279

2280
2281
2282
2283
2284
2285
2286
2287
2288
2289
2290
2291
2292
2293
2294
                                                      Natural Factors
Climate

Geology

Topography
                                                                   T
Human Activities
Agricult
»
Ripar

jre Urban Dev. C
\s<
an Buffers


No-till Rov

Channelization

i/ Crops

                                                                   T
Stressors: Contaminants & Habitat Alterations
Nitrogen

X
Phosphorus
/ '
Invasive Species

X
Hydrologic
Alterations

     This conceptual model illustrates
     the causal pathway between
     human activities and valued
     ecological attributes. It includes
     the role of nutrients in a broader
     context that includes natural
     variation among wetlands. The
     relationship between different
     approaches of grouping variables
     is illustrated to emphasize the
     importance of cause-effect
     relationships. Here, natural factors
     and human activities regulate the
     physical, chemical and biological
     attributes of wetlands.  Some
     wetland attributes are more valued
     than others and provide the
     endpoints of assessment and
     management. Some physical,
     chemical, and biological attributes
     are stressors, i.e. contaminants
     and habitat alterations caused by
     human activities that negatively
     affect valued ecological attributes.
     The overview of variables in
     Chapter 5 is organized in three
     sections: supporting, causal, and
     response variables. Supporting
     variables are natural landscape-
     level factors that classify expected
     condition of wetlands.  Causal
     factors "cause" effects in response
     variables.
5.2     SUPPORTING VARIABLES


Supporting variables are not intended to characterize nutrient availability or biotic response but
rather to provide information that can be useful in normalizing causal and response variables.
Below is a brief overview of supporting variables that might be useful for categorizing wetlands
and for normalizing and interpreting causal and response variables. Please refer to EPA module
#18 Biogeochemical Indicators for a more detailed description of soil variables and to EPA
module #21 Wetland Hydrology for a more detailed description of hydrologic condition.

CONDUCTIVITY

Conductivity (also called electrical conductance or specific conductance) is an indirect measure
of total dissolved solids.  This is due to the ability of water to conduct an electrical current when
there are dissolved ions in solution - water with higher concentrations of dissolved inorganic
compounds have higher conductivity. Conductivity is  commonly measured in situ using a
handheld probe and conductivity meter (APHA 1999), or using automated conductivity loggers.
Responses: Valued Ecological Attributes
Ecosystem Structure
•Biomass
•Biodiversity
Flora & Fauna




Ecosystem Function
•Productivity
•Nutrient Retention
•Hydrologic Regulation

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       December 2006- DRAFT	Chapter 5. Candidate Variables for Establishing Nutrient Criteria

2295   Because the conductivity changes with temperature, the raw measurement should be adjusted to
2296   a reference temperature of 25°C. A multiplier of 0.7 is commonly applied to estimate the total
2297   dissolved solids concentration (mg/L) in fresh water when the conductivity is measured in units
2298   of microSiemens per centimeter (jiS/cm), although this multiplier varies with the types of
2299   dissolved ions and should be adjusted for local chemical conditions.
2300
2301   Conductivity is a useful tool for characterizing wetland inputs and interpreting nutrient condition
2302   because of its sensitivity to changes in these inputs. Rainfall tends to have lower conductivity
2303   than surface water, with ground water often having higher values due to the longer residence
2304   time of water in the subsurface. Coastal and marine waters - as well as water in terminal lakes
2305   and wetlands - have even higher conductivity due to the influence of salinity. Municipal and
2306   industrial discharges often have higher conductivity than their intake waters due to the addition
2307   of soluble wastes. Wetland hydrologic inputs can be identified by comparing the measured input
2308   conductivity with the conductivity of potential local sources.
2309
2310   SOILPH
2311
2312   Soil pH can be important for categorizing wetland soils and interpreting soil nutrient variables.
2313   The pH of wetland soils and water varies over a wide range of values. Many ombrotrophic
2314   organic wetland soils (histosols) such as bogs, non-limestone based wetlands are often acidic and
2315   mineral wetland soils are frequently neutral or alkaline. Flooding a soil results in consumption  of
2316   electrons and protons. In general, flooding acidic soils results in an increase in pH, and flooding
2317   alkaline soils decreases pH (Mitsch and Gosselink, 1993). The increase in pH of low pH (acidic)
2318   wetland soils is largely due to the reduction of iron and manganese oxides. However, the initial
2319   decrease in pH of alkaline wetland soils is due to rapid decomposition of soil organic matter and
2320   accumulation of CO2. The decrease in pH that generally occurs when alkaline soils are flooded
2321   results from the buildup of CC>2 and carbonic acid. In addition, the pH of alkaline soils is highly
2322   sensitive to changes in the partial pressure of CC>2. Carbonates of iron and manganese also can
2323   buffer the pH of soil to neutrality. Soil pH determinations should be made on wet soil samples.
2324   Once the soils are air-dried, oxidation of various reduced compounds results in decrease in pH
2325   and the values may not represent ambient conditions.
2326
2327   Soil pH is measured using commercially available combination electrodes on soil slurries. If air
2328   dry or moist soil is used, a 1:1 soil to water ratio should be used. For details on methodology, the
2329   reader is referred to Thomas (1996).
2330
2331   Soil pH can explain the availability and retention capacity of phosphorus. For example,
2332   phosphorus bioavailability is highest at soil pH near neutral  conditions. For mineral soils,
2333   phosphorus adsorption capacity has been directly linked to extractable iron and aluminum. For
2334   details the reader is referred to Module-18 on Biogeochemical Indicators.
2335
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       December 2006- DRAFT	Chapter 5. Candidate Variables for Establishing Nutrient Criteria

2336   SOIL BULK DENSITY
2337
2338   Soil bulk density is the mass of dry solids per unit volume of soil, which includes the volume of
2339   solids plus air- and water-filled pore space. Bulk density is a useful parameter for expressing the
2340   concentration of nutrients on a volume basis rather than mass basis. For example, concentration
2341   of nutrients in organic wetland soils can be high when expressed on a mass basis (mg/kg or (ig/g
2342   of dry soil), as compared to mineral wetland soils. However, the difference in concentration may
2343   not be as high when expressed on a volume (cm3) basis, which is calculated as the product of
2344   bulk density and nutrient concentration per gram of soil. Expressing soil nutrient concentrations
2345   on a volume basis is especially relevant to uptake by vegetation since plant roots explore a
2346   specific volume, not mass, of soil. Expressing nutrients  on a volume basis also helps in
2347   calculating total nutrient storage in a defined soil layer.
2348
2349   Bulk density  is measured by collecting  an intact soil core of known volume at specific depths in
2350   the soil (Blake and Hartge,  1986). Cores are oven-dried at 70°C and weighed. Bulk density is
2351   calculated as  follows:
2352
2353   Bulk density  (dry) (g/cm3) = mass dry weight (grams)/volume (cm3)
2354
2355   Bulk densities of wetland organic soils  range from 0.1 to 0.5 g/cm3, whereas bulk densities of
2356   mineral wetland soils range from 0.5 to 1.5 g/cm3. Soil  bulk densities are directly related to soil
2357   organic matter content, as bulk densities decrease with increase in soil organic matter content.
2358
2359   SOIL ORGANIC MATTER CONTENT
2360
2361   Soil organic matter can be important for categorizing wetland soils and interpreting soil nutrient
2362   variables. Wetland soils often are characterized by the accumulation of organic matter because
2363   rates of primary production often exceed rates of decomposition. Some wetlands accumulate
2364   thick layers of organic matter that, over time, form peat soil. Organic matter provides nutrient
2365   storage and supply, increases the cation exchange capacity of soils, enhances adsorption or
2366   deactivation of organic chemicals and trace metals, and  improves overall soil structure, which
2367   results in improved air and water movement. A number  of methods are now routinely used to
2368   estimate soil  organic matter content expressed as total organic carbon or loss on ignition (APHA,
2369   1999; Nelson and Sommers, 1996).
2370
2371   Soil organic matter content represents the soil organic carbon content of soils. Typically, soil
2372   organic matter content is approximately 1.7 to 1.8 times that of total organic carbon. The carbon
2373   to nitrogen and carbon to phosphorus ratios of soils can  provide an indication of nutrient
2374   availability in soils.
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       December 2006- DRAFT	Chapter 5. Candidate Variables for Establishing Nutrient Criteria

2375
2376   HYDROLOGIC CONDITION
2377
2378   Wetland hydrologic condition is important for characterizing wetlands and for normalizing many
2379   causal and response variables. Hydrologic conditions can directly affect the chemical and
2380   physical processes governing nutrient and suspended solids dynamics within wetlands (Mitsch
2381   and Gosselink, 2000). Detailed, site-specific hydrologic information available is best, but at a
2382   minimum, some estimate of water level fluctuation should be made. A defining characteristic of
2383   wetlands is oxygen deficiency in the soil caused by flooding or soil saturation. These conditions
2384   influence vegetation dynamics through differential growth and survival of plant species and also
2385   exert significant control over biogeochemical processes involved in carbon flow and nutrient
2386   cycling within wetlands. Spatial and temporal patterns in hydrology can create complex patterns
2387   in soil and water column oxygen availability including alternating aerobic and anaerobic
2388   conditions in wetland soils, with obvious implications for plant response and biogeochemical
2389   process dynamics. Water levels in wetlands can be determined using a staff gauge when surface
2390   water is present. A staff gauge measures the depth of surface flooding relative to a reference
2391   point such as the soil surface. While surface flooding may be rare or absent in many wetlands,
2392   high water tables may still cause soil saturation in the rooting zone. In wetlands where soils are
2393   saturated, water level can be measured with a small diameter perforated tube installed in the  soil
2394   to a specified depth (Amoozegar and Warrick 1986). Automated water level recorders using
2395   floats, capacitance probes, or pressure transducers are suitable for measuring water levels both
2396   above- and below-ground.
2397
2398
2399   5.3    CAUSAL VARIABLES
2400   Causal variables are intended to characterize nutrient availability in wetlands. Most wetlands are
2401   characterized by extremely variable nutrient loading rates and close coupling of soil and water
2402   column processes. As a result, estimates of nutrient loading and measurements of soil nutrients
2403   may prove more useful than direct measurements of water column nutrient concentrations as
2404   causal variables for establishing the nutrient condition of wetlands. Nutrient loading history and
2405   soil nutrient measures can integrate a wetland's variable nutrient history over a period of years
2406   and may provide especially useful metrics against which to evaluate nutrient condition. Wetlands
2407   exhibit a high degree of spatial heterogeneity in chemical composition of soil layers, and areas
2408   impacted by nutrients may exhibit more variability than unimpacted areas of the same wetland.
2409   Thus, sampling protocols should capture this spatial variability. Developing nutrient criteria  and
2410   monitoring the success of nutrient management programs involves important considerations  for
2411   sampling designed to capture spatial and temporal patterns. (See Study Design Module and the
2412   Biogeochemical Indicators Module.)
2413
2414   Below is a brief overview of the use of nutrient loading and soil and water column nutrient
2415   measures for estimating nutrient condition of wetlands. Please refer to the EPA module #19
2416   Nutrient Loading Models for a detailed description of nutrient load estimation and to EPA

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       December 2006- DRAFT	Chapter 5. Candidate Variables for Establishing Nutrient Criteria

2417   module #18 Biogeochemical Indicators for a more detailed description of soil and water column
2418   nutrient measures.
2419
2420   NUTRIENT LOADING
2421
2422   External nutrient loads to wetlands are determined primarily by surface and subsurface transport
2423   from the contributing landscape, and vary significantly as a function of weather and landscape
2424   characteristics such as soils, topography, and land use. Most wetlands are characterized by
2425   extremely variable hydrologic and nutrient loading rates, which present considerable obstacles to
2426   obtaining adequate direct measurement of nutrient inputs. Adequate measurement of loads may
2427   require automated samplers capable of providing flow-weighted samples when loading rates are
2428   highly variable. In many cases, non-point source loads simply may not be adequately sampled.
2429   The more detailed the loading measurements the better, but it is not reasonable to expect
2430   adequate direct measurement of loads for most wetlands. In the absence of sufficient, direct
2431   measurements, it may be possible to estimate nutrient loading using an appropriate loading
2432   model or at least to provide a relative ranking of wetlands based on expected  nutrient load. One
2433   advantage of loading models is that nutrient loading can be integrated over the appropriate time
2434   scale for characterizing wetland nutrient condition and, in some cases, historical loading patterns
2435   can be reconstructed. Loading models also can provide hydrologic loading  rates to calculate
2436   critical supporting variables such as hydroperiod and residence times.
2437
2438   Loading function models are based on empirical or semi-empirical relationships that provide
2439   estimates of pollutant loads on the basis of long-term measurements of flow and contaminant
2440   concentration. Generally, loading function models contain procedures for estimating pollutant
2441   load based on empirical relationships between landscape physiographic characteristics and
2442   phenomena that control pollutant export. McElroy et al. (1976) and Mills (1985) described
2443   loading functions employed in screening models developed by the USEPA to facilitate
2444   estimation  of nutrient loads from point and nonpoint sources. The models contain simple
2445   empirical expressions that relate the magnitude of nonpoint pollutant load to readily available or
2446   measurable input parameters such as soils, land use and land cover, land  management practices,
2447   and topography. Preston and Brakebill (1999) described a spatial regression model that relates
2448   the water quality conditions within a watershed to  sources  of nutrients and to those factors that
2449   influence transport of the nutrients. The regression model,  Spatially-Referenced Regressions on
2450   Watersheds (SPARROW) involves a statistical technique that utilizes spatially referenced
2451   information and data to provide estimates of nutrient load (Smith et al., 1997; Smith et al.,  2003;
2452   http://water.usgs.gov/nawqa/sparrow/).
2453
2454   In general, the SPARROW methodology was designed to provide statistically based
2455   relationships between stream water quality and anthropogenic factors such  as contaminant
2456   sources within the contributing watersheds, land surface characteristics that influence the
2457   delivery of pollutants to the stream, and in-stream contaminant losses via chemical and
2458   biological process pathways. The Generalized Watershed Loading Functions  (GWLF) model


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       December 2006- DRAFT	Chapter 5. Candidate Variables for Establishing Nutrient Criteria

2459   (Haith and Shoemaker, 1987; Haith et al., 1992) uses daily time steps, and to some extent, both
2460   can be used to examine seasonal variability and the response to landscape characteristics of
2461   specific watersheds. The GWLF model was developed to evaluate the point and non-point
2462   loading of nitrogen and phosphorus in urban and rural watersheds. The model enhances
2463   assessment of effectiveness of certain land use management practices and makes extensive use of
2464   readily available watershed data. The GWLF also provides an analytical tool to identify and rank
2465   critical areas of a watershed and to evaluate alternative land management programs.
2466
2467   Process-oriented simulation models attempt to explicitly represent biological, chemical, and
2468   physical processes controlling hydrology and pollutant transport.  These models are at least partly
2469   mechanistic in nature and are built from equations that contain directly definable, observable
2470   parameters. Examples of process-oriented simulation models that have been used to predict
2471   watershed hydrology and water quality include the Agricultural Nonpoint Source model
2472   (AGNPS), the Hydrologic  Simulation Program-Fortran (HSPF), and the Soil and Water
2473   Assessment Tool (SWAT). AGNPS (Young et al.1987) is a distributed parameter, event-based
2474   and continuous simulation model that predicts  the behavior of runoff, sediment, nutrients and
2475   pesticide transport from watersheds that have agriculture as the primary land use. Because of its
2476   simplicity and ease of use, AGNPS is probably one of the most widely used hydrologic and
2477   water quality models of watershed assessment. HSPF (Johansen et al., 1984; Bicknell et al.,
2478   1993; Donigian et al., 1995a) is a lumped parameter, continuous simulation model developed
2479   during the mid-1970's to predict watershed hydrology and water quality for both conventional
2480   and toxic organic pollutants. HSPF is one of the most comprehensive models available for
2481   simulating non-point source nutrient loading. The capability, strengths, and weaknesses of HSPF
2482   have been demonstrated by its application to many urban and rural watersheds and basins (e.g.,
2483   Donigian et al., 1990; Moore et al., 1992; and Ball et al., 1993). SWAT (Arnold et al.,  1995) is a
2484   lumped parameter, continuous simulation model developed by the USDA-Agricultural Research
2485   Services that provides long-term simulation of impact of land management practices on water,
2486   sediment, and agricultural  chemical yields in large complex watersheds. Because of its lumped
2487   parameter nature, coupled  with its extensive climatic, soil, and management databases, the
2488   SWAT model is one of the most widely used hydrologic and water quality models for large
2489   watersheds and basins, and the model has found widespread application in many modeling
2490   studies that involve systemic evaluation of impact of agricultural management on water quality.
2491
2492   These loading models address only gross, external nutrient inputs. It is important to consider the
2493   overall mass balance for the receiving wetland in developing measures of nutrient loading
2494   against which to evaluate wetland nutrient condition. This requires some estimate of nutrient
2495   export, storage, and transformation. In the absence of sufficient, direct measurements from
2496   which to calculate nutrient mass balance, it may be possible to estimate nutrient mass balances
2497   using an appropriate wetland model. Strictly empirical, regression models can be used to
2498   estimate nutrient retention and export in wetlands but these regressions are of little value outside
2499   the data domain in which they are developed. When developed for a diverse set of systems, the
2500   scatter in these regressions can be quite large. In contrast to strictly empirical regressions, mass


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       December 2006- DRAFT	Chapter 5. Candidate Variables for Establishing Nutrient Criteria

2501   balance models incorporate principles of mass conservation. These models integrate external
2502   loading to the wetland, nutrient transformation and retention within the wetland, and nutrient
2503   export from the wetland. Mass balance models allow time varying hydrologic and nutrient inputs
2504   and can provide estimates of spatial nutrient distribution with the wetland. The most difficult
2505   problem is developing removal rate equations which adequately represent nutrient
2506   transformation and retention across the range of conditions for which estimates are needed.
2507
2508   LAND USE
2509
2510   Identifying land uses in regions surrounding wetlands are important for characterizing reference
2511   condition, identifying reference wetlands, and providing indicators of nutrient loading rates for
2512   criteria development. Most simply, the percentage of natural area,  or the percentage of
2513   agricultural and urban lands can be used to characterize land uses around wetlands. More
2514   detailed quantitative data can be gathered from GIS analyses which provides higher resolution
2515   identification of land use types, such as pastures, row  crops, and confined animal feeding
2516   operations for agriculture. Ideally these characterizations should be done for the entire
2517   sourceshed, including both air  and water, in the regions around wetlands. Air-sheds should
2518   incorporate potential atmospheric sources of nutrients, and watersheds should incorporate
2519   potential aquatic sources. However, in practice, land use around wetlands is typically used for
2520   defining reference wetlands and is used in most nutrient loading models to characterize
2521   groundwater and surface water sources. Land use in buffer zones, one kilometer zones around
2522   wetlands and wetland watersheds (delineated by elevation) have been used to characterize
2523   human activities that could be  affecting wetlands.
2524
2525   EXTRACTABLE SOIL NITROGEN AND PHOSPHORUS
2526
2527   Ammonium is the dominant form of inorganic N in wetland soils, and unlike total soil N (Craft
2528   et al. 1995, Chiang et al. 2000), soil extractable NH4-N increases in response to N loadings.
2529   Enrichment leads to enhanced  cycling of N between wetland biota (Valiela and Teal 1974,
2530   Broome et al. 1975, Chalmers  1979, Shaver et al. 1998), greater activity of denitrifying bacteria
2531   (Johnston 1991, Groffman 1994,  White and Reddy 1999) and accelerated organic matter and N
2532   accumulation in soil (Reddy et al. 1993, Craft and Richardson 1998). In most cases, extractable
2533   soil N should be measured in the surface soil where roots and biological activity are
2534   concentrated.
2535
2536   Extractable N is measured by extraction of inorganic (NH4-N) N with 2 M KC1 (Mulvaney
2537   1996). Ten to twenty grams of field moist soil is equilibrated with 100 ml of 2 M KC1 for one
2538   hour on a reciprocating shaker followed by filtration through Whatman No.  42 filter paper.
2539   Ammonium-N in soil extracts is determined colorimetrically using the phenate or salicylate
2540   method (APHA 1999, Method 350.2, USEPA, 1993a).
2541
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2542   Extractable P often is a reliable indicator of the P enrichment of soils, and in wetlands,
2543   extractable P is strongly correlated with surface water P concentration and P enrichment from
2544   external sources (Reddy et al. 1995,  1998). Selected methods used to extract P are described
2545   below (Kuo 1996). Many soil testing laboratories perform these analyses on a routine basis.
2546   Historically, these methods have been used to determine nutrient needs of agronomic crops, but
2547   the methods have been used more recently to estimate P impacts in upland and wetland soils
2548   (Sharpley et al. 1992; Nair et al. 1995; Reddy et al. 1995; 1998).
2549
2550   The Mehlich I method is typically used in Southeast and Mid-Atlantic region on mineral  soils
2551   with pH of < 7.0 (Kuo 1996).  The extractant consists of dilute concentrations of strong acids.
2552   Many plant nutrients such as P, K, Ca, Mg, Fe,  Zn, and Cu extracted with Mehlich I methods
2553   have been calibrated for production of crops in  agricultural ecosystems. This solvent extracts
2554   some Fe and Al- bound P, and some Ca-bound P. Soil (dry) to extractant ratio is set at 1:  4, for
2555   mineral soils, while wider ratios are used for organic soils. Soil solutions are equilibrated for
2556   period of 5 minutes on a mechanical shaker and filtered through Whatman No. 42 filter. Filtered
2557   solutions are analyzed for P and other nutrients using standard methods (Method 365. 1, USEPA,
2558   1993a).
2559
2560   The Bray P-l method has been widely used as an index of available P in soils (Kuo 1996). The
2561   combination of dilute concentration of strong acid (HC1 at 0.025 M) and ammonium fluoride
2562   (NH4F at 0.03  M) is designed to remove easily  acid extractable soluble P forms such as Ca-
2563   bound P, and some Fe and Al-bound P. Soil (dry) to extractant ratio is set at 1: 7 for mineral  soils
2564   with wider ratios used for highly organic soils, then shaken for 5 minutes and filtered through
2565   Whatman No.  42 filter. Filtered solutions are analyzed for P and other nutrients using the same
2566   methods used for the Mehlich I extraction (Method 365. 1, USEPA 1993a).
2567
2568   Bicarbonate Extractable P is a suitable method for calcareous soils. Soil P is extracted from the
2569   soil with 0.5 M NaHCOs, at nearly a constant pH of 8.5 (Kuo 1996). In calcareous, alkaline,  or
2570   neutral soils containing Ca-bound P, this extractant decreases the concentration of Ca in solution
2571   by causing precipitation of Ca as CaCOs; and as result P concentration in soil solution increases.
2572   Soil (dry) to extraction ratio is set at 1: 20 for mineral soils and 1:100 for highly organic soils.
2573   Soil solutions are equilibrated for  period of 30 minutes on a shaker and filtered through
2574   Whatman No.  42 filter paper and analyzed for P using standard methods (Method 365. 1,
2575   USEPA, 1993a).
2576
2577   TOTAL SOIL NITROGEN AND PHOSPHORUS
2578
2579   Nutrient enrichment leads to enrichment of total soil P (Craft and Richardson 1993, Reddy et al.
2580   1993, Bridgham et al., 2001).  In contrast, soil total N usually does not increase in response to
2581   nutrient enrichment (Craft et al. 1995, Chiang et al. 2000). Rather, enrichment leads to enhanced
2582   cycling of N between wetland biota that is reflected in greater N uptake and net primary
2583   production (NPP) of wetland vegetation (Valiela and Teal 1974, Broome et al. 1975, Chalmers


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       December 2006- DRAFT	Chapter 5. Candidate Variables for Establishing Nutrient Criteria

2584   1979, Shaver et al. 1998), greater activity of denitrifying bacteria (Johnston 1991, Groffman
2585   1994, White and Reddy 1999) and accelerated organic matter and N accumulation in soil (Reddy
2586   et al. 1993, Craft and Richardson 1998). In most cases, total N and P should be measured in at
2587   least the surface soil where most roots and biological activity are concentrated.
2588
2589   Since ammonium N is the dominant form of inorganic nitrogen in saturated wetland soils with
2590   very little nitrate (NO3) present, total Kjeldahl nitrogen (TKN) can generally be taken as a
2591   measure of total N in such soils. The difference between TKN and ammonium N provides
2592   information on soil organic N. The soil organic carbon to soil organic nitrogen ratio of soils can
2593   provide an indication soils capacity to mineralize organic N and provide ammonium N to
2594   vegetation. TKN in soils is determined by converting organic forms of N to NH4-N by digestion
2595   with concentrated H2SO4 at temperatures of 300-350 ° C (Bremner 1996). The NH4-N in digested
2596   samples is analyzed using colorimetric (e.g., phenate, salicylate) methods (APHA 1999,
2597   Mulvaney 1996).
2598
2599   Total P in soils is determined by oxidation of organic forms of P and acid (nitric-perchloric acid)
2600   dissolution of minerals at temperatures of <300°C (Kuo 1996). Digested solutions are analyzed
2601   for P using colorimetric methods (e.g., ascorbic acid-molybdate) (APHA 1999, Kuo 1996).
2602   Many laboratories may not have access to perchloric acid fume-hoods. Alternatively,  soil total
2603   phosphorus can be determined using ashing method (Anderson, 1976). Results obtained from
2604   this method are reliable and comparable to total phosphorus measurements made using
2605   perchloric acid digestion method.
2606
2607   WATER COLUMN NITROGEN AND PHOSPHOROUS
2608
2609   Nutrient inputs to wetlands are highly variable across space and time, however, so that single
2610   measurements of water column N and P represent only a "snap-shot" of nutrient condition, and
2611   may or may not reflect the long-term pattern of nutrient inputs that alter biogeochemical cycles
2612   and affect wetland biota. The best use of water column N and P concentrations for nutrient
2613   criteria development will be based on frequent monitoring of nutrient concentrations over time
2614   (e.g., weekly  or monthly measurements). Of course, in wetlands that are seldom flooded,
2615   measurements of water column N and P may not be practical or even relevant for assessing
2616   impacts. Whenever, water samples are obtained, it is important the water depth is recorded, as
2617   nutrient concentration is related to water depth. In the case of tidal estuarine or freshwater
2618   wetlands, it is also important to record flow and the point in the tidal cycle that the samples were
2619   collected.
2620
2621   Methodologies to monitor N in surface waters are well developed for other ecosystems and can
2622   be readily adopted for wetlands. The most commonly monitored N species are total Kjeldahl
2623   nitrogen (TKN), ammonium N, and nitrate plus nitrite N (APHA 1999). The TKN analysis
2624   includes both organic and ammonium N, but does not include nitrate plus nitrite N.  Organic N is
2625   determined as the difference between TKN and NH4-N. Forms of N in surface water are
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2626   measured by standard methods, including phenol-hypochlorite for ammonium N, cadmium
2627   reduction of nitrate to nitrite for nitrate N and Kjeldahl digestion of total N to ammonium for
2628   analysis of total N (APHA 1999). Dissolved organic N is primarily used by heterotrophic
2629   microbes whereas plants and various microorganisms take up inorganic forms of N (ammonium
2630   N and nitrate N) to support metabolism and new growth.
2631
2632   Methodologies to monitor P in surface waters are well developed for aquatic ecosystems and can
2633   be readily adopted for wetlands (APHA 1999). The most commonly measured forms of P in
2634   surface water are total P, dissolved inorganic P (i.e., PO/t-P), and total dissolved P. To trace the
2635   transport and transformations of P in wetlands, it might be useful to distinguish four forms of P:
2636   (i) dissolved inorganic P (DIP, also referred to as  dissolved reactive P (DRP) or soluble reactive
2637   phosphorous (SRP)); (ii) dissolved organic P (DOP); (iii) particulate inorganic P (PIP), and (iv)
2638   particulate organic P (POP). Dissolved inorganic P (PCVP) is considered bioavailable (e.g.,
2639   available for uptake and use by microorganisms, algae and vegetation) whereas organic and
2640   particulate P forms generally must be transformed into inorganic forms before being considered
2641   bioavailable. In P limited wetlands, a significant fraction of DOP can be hydrolyzed by
2642   phosphatases and utilized by both bacteria, algae, and macrophytes.
2643
2644
2645   5.4    RESPONSE VARIABLES
2646
2647   Biotic measures that can integrate a wetland's variable nutrient history over a period of months
2648   to years may provide the most useful measures of wetland response to nutrient enrichment.
2649   Microorganisms, algae  and macrophytes respond to nutrient enrichment by (1) increasing the
2650   concentration of nutrients (P, N) in their tissues, (2) increasing growth and biomass production
2651   and (3) shifts in species composition.  The biotic response to nutrient enrichment generally occurs
2652   in a sequential manner as nutrient uptake occurs first, followed by increased biomass production
2653   followed by a shift in species composition as some species disappear and other species replace
2654   them. Macroinvertebrates respond to nutrient enrichment indirectly as a result of changes in food
2655   sources, habitat structure, and dissolved oxygen. Because of their short life cycle,
2656   microorganisms and algae respond more quickly to nutrient enrichment than macrophytes.
2657   However, biotic measures that can integrate a wetland's variable nutrient history over a period of
2658   months to years may provide the most useful measures of wetland response.
2659
2660   Below is a brief overview of the use of macrophytes, algae, and macroinvertebrates to assess
2661   nutrient condition of wetlands. Please refer to the relevant modules in the EPA series "Methods
2662   for Evaluating Wetland Condition" for details on using vegetation
2663   (http://www.epa.gov/waterscience/criteria/wetlands/16Indicators.pdf:
                                                  76

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       December 2006- DRAFT	Chapter 5. Candidate Variables for Establishing Nutrient Criteria

2664   http://www.epa.gov/waterscience/criteria/wetlands/10Vegetation.pdf), algae
2665   (http://www.epa.gov/waterscience/criteria/wetlands/llAlgae.pdf), and macroinvertebrates
2666   (http://www.epa.gov/waterscience/criteria/wetlands/9Invertebrate.pdf). to assess wetland
2667   condition., including nutrients.
2668
2669   MACROPHYTE NITROGEN AND PHOSPHORUS
2670
2671   Wetland macrophytes respond to nutrient enrichment by increasing uptake and storage of N and
2672   P (Verhoeven and Schmitz 1991, Shaver et al. 1998, Chiang et al. 2000). In wetlands where P is
2673   the primary limiting nutrient, the P content of vegetation increases almost immediately (within a
2674   few months) in response to nutrient enrichment (Craft et al. 1995). Increased P uptake by plants
2675   is known as "luxury uptake" because P is stored in vacuoles and used later (Davis 1991). Like P,
2676   leaf tissue N may increase in response to N enrichment (Brinson et al.  1984, Shaver et al. 1998).
2677   However, most N is directly used to support new plant growth so that luxury uptake of N is not
2678   usually observed (Verhoeven and Schmitz 1991). Tidal marsh grasses, however do appear to
2679   store nitrogen in both living and dead tissues that can be accessed by living plant tissue. A
2680   discussion of conservation and translocation of N in saltwater tidal marshes can be found in
2681   Hopkinson and Schubauer 1980, and in Thomas and Christian 2001.
2682
2683   Nutrient content of macrophyte tissue holds promise as a means to assess nutrient enrichment of
2684   wetlands. However, several caveats should be kept in mind when using this diagnostic tool
2685   (Gerloff 1969, Gerloff and Krombholz 1966, EPA 2002c).
2686
2687   1.      The most appropriate plant parts to sample and analyze should be determined. It is
2688          generally recognized that the plant or plant parts should  be of the same physiological age.
2689
2690   2.      Samples from the same species should be collected and analyzed. Different species
2691          assimilate and concentrate nutrients to different levels.
2692
2693   3.      Tissue nutrient concentrations vary with (leaf) position,  plant part and age. It is important
2694          to sample and analyze leaves from the same position and age (e.g., third leaf from the
2695          terminal bud on the plant) to ensure comparability of results from sampling of different
2696          wetlands.
2697
2698   4.      Tissue P may be a more reliable indicator of nutrient condition than N. This is because N
2699          is used to increase production of aboveground biomass whereas excess P is stored via
2700          luxury uptake.
2701
2702   Another promising macrophyte-based tool is the measurement of nutrient resorption of N and P
2703   prior to leaf senescence and dieback. Nutrient resorption is an important strategy used by
2704   macrophytes to conserve nutrients (Hopkinson and Schubauer 1984; Shaver and Melillo 1984).
2705   In nutrient-poor environments, macrophytes resorb N and P from green leaves prior to


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       December 2006- DRAFT	Chapter 5. Candidate Variables for Establishing Nutrient Criteria

2706   senescence, leading to low concentrations of N and P in senesced leaves. In nutrient-rich
2707   environments, resorption becomes less important so that senesced leaves retain much of the N
2708   and P that was present when the leaves were green.
2709
2710   Nitrogen and phosphorus should be measured in green leaves of the same approximate age
2711   collected from the dominant wetland plant species. Samples also should be collected throughout
2712   the wetland to account for spatial variability. If an environmental gradient is known or suspected
2713   to exist within the wetland, then sites along this  gradient should be sampled separately. At each
2714   sampling location, approximately five green leaves are collected from each of dominant plant
2715   species. Leaves are collected from the middle portion of the stem, avoiding very young leaves at
2716   the top of the stem and very old leaves at the bottom of the stem. At each location, leaf samples,
2717   by species, are combined for analysis, oven-dried at 70°C and ground.
2718
2719   Nitrogen is measured by dry combustion using a CHN analyzer. Phosphorus is measured
2720   colorimetrically after digestion in strong acid (H2SO4-H2O2) (Allen et al.  1986). Many land-grant
2721   universities,  state agricultural testing laboratories, and environmental consulting laboratories
2722   perform these analyses. Contact your local U.S.  Department of Agriculture office or land-grant
2723   agricultural extension office for information on laboratories that perform plant tissue nutrient
2724   analyses.
2725
2726   Please see the EPA module 16, Vegetation-based Indicators of Wetland Nutrient Enrichment
2727   (http://www.epa.gov/waterscience/criteria/wetlands/16Indicators.pdf) for a detailed description
2728   of indicators derived from to N and P content of macrophytes.
2729
2730   ABOVEGROUND BIOMASS AND STEM HEIGHT
2731
2732   Wetland macrophytes also respond to nutrient enrichment by increased net primary production
2733   (NPP) and growth if other factors such as light are not limiting growth (Chiang et al. 2000). Net
2734   primary production is the amount of carbon fixed during photosynthesis that is incorporated into
2735   new leaves, stems and roots. Most techniques to measure NPP focus on aboveground biomass
2736   and discount root production because it is difficult to measure even though root production may
2737   account for 50% of NPP. The simplest way to measure aboveground biomass is by harvesting all
2738   of the standing material (biomass) at the end of the growing season (Broome et al., 1986). The
2739   harvest method is useful for measuring NPP of herbaceous emergent vegetation, especially in
2740   temperate climates where there is a  distinct growing season. If root production desired, it can be
2741   determined by sequentially harvesting roots at monthly intervals during the year (Valiela et. al,
2742   1976).
2743
2744   Enhanced NPP often  is reflected by increased height and, sometimes, stem density of herbaceous
2745   emergent vegetation (Broome et al 1983). Increased stem density, however, may reflect other
2746   factors like vigorous clonal growth  so it is not recommended as an indicator of nutrient
2747   enrichment.
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       December 2006- DRAFT	Chapter 5. Candidate Variables for Establishing Nutrient Criteria

2748
2749   Aboveground biomass of herbaceous vegetation may be determined by end-of-season harvest of
2750   aboveground plant material in small 0.25 m2 quadrats stratified by macrophyte species or
2751   inundation zone (Broome et al. 1986). Stem height of individuals of dominant species is
2752   measured in each plot. Height of the 5 to 10 tallest stems in each plot has been shown to be a
2753   reliable indicator of NPP (Broome et al. 1986) that saves time as compared to height
2754   measurements of all stems  in the plot. Aboveground biomass is clipped at the end of the growing
2755   season, in late summer or fall. Clipped material is separated into  live (biomass) versus dead
2756   material then dried at 70°C to a constant weight. For stem height and biomass sampling, 5 to 10
2757   plots per vegetation zone are collected. In forested sites, biomass production is defined as the
2758   sum of the leaf and fruit fall and aboveground wood production (Newbould,  1967). Please see
2759   the EPA module Vegetation-based Indicators of Wetland Nutrient Enrichment
2760   (http://www.epa.gov/waterscience/criteria/wetlands/16Indicators.pdf) for a detailed description
2761   for sampling aboveground  biomass in wetlands.
2762
2763   ALGAL NITROGEN & PHOSPHORUS
2764
2765   In some cases, measurements of algal N and P can provide a useful complement to vegetation
2766   and soil nutrient analyses that integrate nutrient history over a period of months in the case of
2767   vegetation (Craft et al. 1995) to years in the case of soils (Craft and Richardson 1998, Chiang et
2768   al. 2000). Nutrient concentrations in algae can integrate variation in water column N and P
2769   bioavailability over a time  scale of weeks, potentially providing an indication of the recent
2770   nutrient status of a wetland (Fong et al., 1990; Stevenson et al. 2001; ).  Caution is warranted for
2771   this method because it is not useful in all wetlands, for example in wetlands where surface
2772   inundation occurs intermittently or for short periods of time, where the water surface is severely
2773   shaded as in some forested wetlands, or under other circumstances where unrelated
2774   environmental factors exert primary control over algal growth.
2775
2776   Algae should be sampled by collecting grab samples from different locations in the wetland to
2777   account for spatial variability in the wetland. If an environmental gradient is known or suspected
2778   (i.e., decreasing canopy or  impacted land uses), or exists within the wetland as a result of
2779   specific source discharges, then sites along this gradient should be sampled separately.
2780   Comparisons among wetlands or locations within a wetland should be done on a habitat-specific
2781   basis (e.g.,phytoplankton versus periphyton). Samples are processed in the same manner as
2782   wetland plants to determine N and P content. Nitrogen is determined using a CHN analyzer
2783   whereas P is measured colorimetrically after acid digestion.
2784
2785   Please see the EPA module Using Algae to Assess Environmental Conditions in Wetlands
2786   (http://www.epa.gov/waterscience/criteria/wetlands/llAlgae.pdf) for a detailed description of
2787   indicators derived from to N  and P content of algae.
2788
2789   MACROPHYTE COMMUNITY STRUCTURE AND COMPOSITION
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       December 2006- DRAFT	Chapter 5. Candidate Variables for Establishing Nutrient Criteria

2790
2791   The composition of the plant community and the changes that result from human activities can
2792   be used as sensitive indicators of the biological integrity of wetland ecosystems.  In particular,
2793   aggressive, fast-growing species such as cattail (Typha spp.), giant reed (Phragmites communis)
2794   reed canarygrass {Phalaris arundincea) and other clonal species invade and may eventually
2795   come to dominate the macrophyte community. Data collection methods and analyses for using
2796   macrophyte community structure and composition as an indicator of nutrient enrichment and
2797   ecosystem integrity for wetlands are described in Vegetation-based Indicators of Wetland
2798   Nutrient Enrichment (http://www.epa.gov/waterscience/criteria/wetlands/16Indicators.pdf) and
2799   Using Vegetation to Assess Environmental Conditions in Wetlands
2800   (http://www.epa.gov/waterscience/criteria/wetlands/10Vegetation.pdf), respectively.
2801
2802   ALGAL COMMUNITY STRUCTURE AND COMPOSITION
2803
2804   Algae can be used as a valuable indicator of biological and ecological condition of wetlands.
2805   Structural and functional attributes of algae can be measured including diversity, biomass,
2806   chemical composition, productivity, and other metabolic functions. Species composition of
2807   algae, particularly of the diatoms, is commonly used as an indicator of biological integrity and
2808   physical and chemical conditions of wetlands. Discussions of sampling, data analyses, and
2809   interpretation are included in Using Algae to Assess Environmental Conditions in Wetlands
2810   (http://www.epa.gov/waterscience/criteria/wetlands/HAlgae.pdf).
2811
2812   INVERTEBRATE COMMUNITY STRUCTURE AND COMPOSITION
2813
2814   Aquatic invertebrates can be used to assess the biological and ecological condition of wetlands.
2815   The approach for developing an Index of Biological Integrity (IBI) for wetlands based on aquatic
2816   invertebrates is described in Developing an Invertebrate Index of Biological Integrity for
2817   Wetlands (http://www.epa.gov/waterscience/criteria/wetlands/9Invertebrate.pdf).
2818
2819   SUMMARY
2820
2821   Candidate variables to use in determining nutrient condition of wetlands and to help identify
2822   appropriate nutrient criteria for wetlands consist of supporting variables, causal variables, and
2823   response variables. Supporting variables provide information useful in normalizing causal and
2824   response variables and categorizing wetlands. Causal variables are intended to characterize
2825   nutrient availability (or assimilation) in  wetlands and could include nutrient loading rates and
2826   soil nutrient concentrations. Response variables are intended to characterize biotic  response and
2827   could include community structure and  composition of macrophytes and algae.
2828
2829   The complex temporal and spatial structure of wetlands will influence the selection of variables
2830   to measure and methods for measuring them. The information contained in this chapter is a brief
2831   summary of suggested analyses that can be used to determine wetland condition with respect to


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       December 2006- DRAFT	Chapter 5. Candidate Variables for Establishing Nutrient Criteria

2832   nutrient status. The authors recognize that the candidate variables and analytical methods
2833   described here will generally be the most useful to identifying wetland nutrient condition, other
2834   methods and analyses may be more appropriate in certain systems.
2835
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       December 2006 - DRAFT	Chapter 6. Database Development and New Data Collection

2836   Chapter 6      Database Development and New Data
283?                       Collection
2838
2839   6.1    INTRODUCTION
2840
2841   A database of relevant water quality information can be an invaluable tool to States and Tribes as
2842   they develop nutrient criteria. In some cases existing data are available and can provide
2843   additional information that is specific to the region where criteria are to be set. However, little or
2844   no data are available for most regions or parameters, and creating a database of newly gathered
2845   data is strongly recommended.  In the case of existing data, the data should be located, and their
2846   suitability (type and quality and sufficient associated metadata) ascertained. It is also important
2847   to determine how the data were collected to ensure that future monitoring efforts are compatible
2848   with earlier approaches.
2849
2850   Databases operate much like spreadsheet applications, but have greater capabilities. Databases
2851   store and manage large quantities of data and allow viewing and exporting of data sorted in a
2852   variety of ways, while spreadsheets analyze and graphically display small quantities of data.
2853   Databases can be used to organize existing information, store newly gathered  monitoring data,
2854   and manipulate data for water quality criteria development. Databases can sort data for export
2855   into  statistical analyses programs, spreadsheets, and graphics programs. This chapter will discuss
2856   the role of databases in nutrient criteria development, and provide a brief review of existing
2857   sources of nutrient-related water quality information for wetlands.
2858
2859
2860   6.2    DATABASES AND DATABASE MANAGEMENT
2861   A database is a collection of information related to a particular subject or purpose. Databases are
2862   arranged so that individual values are kept separate, yet can be linked to other values based on
2863   some common denominator (such as association of time or location). Geographic Information
2864   Systems (GIS) are geo-referenced relational databases that have a geographical component (i.e.,
2865   spatial platform) in the  user interface. Spatial platforms associated with a database allow
2866   geographical display of sets of  sorted data. GIS platforms such as Arc View™, Arclnfo™, and
2867   Maplnfo™ are frequently used to integrate  spatial data with monitoring data for watershed
2868   analysis.  Data stored in simple  tables, relational database or geo-reference databases can also be
2869   located, retrieved and manipulated using queries. A query allows the user to find and retrieve
2870   only the data that meets user-specified conditions. Queries can also be used to update or delete
2871   multiple records  simultaneously and to perform built-in or custom calculations of data. Data in
2872   tables can be analyzed and printed in specific layouts using reports. Data can be analyzed or
2873   presented in a specific way in print by creating a report. The most effective use of these tools
2874   requires a certain amount of training, expertise, and software support, especially when using geo-
2875   referenced data.

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2876
2877   To facilitate data storage, manipulation and calculations, it is highly recommended that historical
2878   and present-day data be transferred to a relational database (i.e.,  Access™).  Relational
2879   databases store data in tables as sets of rows and columns, and are powerful tools for data
2880   manipulation and initial data reduction. They allow selection of data by specific, multiple
2881   criteria, and definition and redefinition of linkages among data components. Data queries can
2882   also be exported to GIS provided data is related to some geo-referenced coordinate system.
2883
2884   POTENTIAL DATA SOURCES
2885
2886   EPA Water Quality Data
2887
2888   STORET
2889   EPA has many programs of national scope that focus on collection and analysis of water quality
2890   data. The following presents information on several of the databases and national programs that
2891   may be useful  to water quality managers as they compile data for criteria development.
2892   STORET STOrage and RETrieval system (STORET) is EPA's national database for water
2893   quality and biological data.
2894
2895   Environmental Monitoring and Assessment Program (EMAP)
2896   The Environmental Monitoring and Assessment Program is an EPA research program designed
2897   to develop the tools necessary to monitor and assess the status and trends of national ecological
2898   resources (see EMAP Research Strategy on the EMAP website: www.epa.gov/emap). EMAP's
2899   goal is to develop the scientific understanding for translating environmental monitoring data
2900   from multiple  spatial and temporal scales into assessments of ecological condition and forecasts
2901   of future risks  to the sustainability of the Nation's natural resources. Data from the EMAP
2902   program can be downloaded directly from the EMAP website (www.epa.gov/emap/). The EMAP
2903   Data Directory contains information on available data sets including data and metadata
2904   (language that describes the nature and content of data). Current status of the data directory as
2905   well as composite data and metadata files are available on this website.
2906
2907   USGS (U.S. Geological Survey) Water Data
2908
2909   The USGS  has national and distributed databases on water quantity and quality for waterbodies
2910   across the nation. Much of the data for rivers and streams are available through the National
2911   Water Information System (NWIS). These data  are organized by state, Hydrologic Unit Codes
2912   (HUCs), latitude and longitude, and other descriptive attributes. Most water quality chemical
2913   analyses are associated with an instantaneous streamflow at the time of sampling and can be
2914   linked to continuous streamflow to compute constituent loads or yields. The most convenient
2915   method of accessing the local data bases is through the USGS State representative. Every State
2916   office can be reached through the USGS home page at:  http://www.usgs.gov.
2917
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2918   HBN and NASQAN
2919   USGS data from several national water quality programs covering large regions offer highly
2920   controlled and consistently collected data that may be particularly useful for nutrient criteria
2921   analysis. Two programs, the Hydrologic Benchmark Network (HBN) and the National Stream
2922   Quality  Accounting Network (NASQAN) include routine monitoring of rivers and streams
2923   during the past 30 years. The HBN consisted of 63 relatively small, minimally disturbed
2924   watersheds. HBN data were collected to investigate naturally-induced changes in streamflow and
2925   water quality and the effects of airborne substances on water quality. The NASQAN program
2926   consists of 618 larger, more culturally influenced watersheds. NASQAN data  provides
2927   information for tracking water-quality conditions in major U.S. rivers and streams. The
2928   watersheds in both networks include a diverse set of climatic, physiographic, and cultural
2929   characteristics. Data from the networks have been used to describe geographic variations in
2930   water-quality concentrations, quantify water-quality trends, estimate rates of chemical flux from
2931   watersheds, and investigate relations of water quality to the natural environment and
2932   anthropogenic contaminant sources.
2933
2934   WEBB
2935   The Water, Energy, and Biogeochemical Budgets (WEBB) program was developed by USGS to
2936   study water, energy, and biogeochemical processes in a variety of climatic/regional scenarios.
2937   Five ecologically diverse watersheds, each with an established data history, were chosen. This
2938   program may prove to be a rich data source for ecoregions in which the five watersheds are
2939   located. Many publications on the WEBB project are available. See the USGS website for more
2940   details (http://water.usgs.gov/nrp/webb/about.html).
2941
2942   US Department of Agriculture (USDA)
2943   Agricultural Research Service (ARS)
2944
2945   The USDA ARS houses the Natural Resources and Sustainable Agricultural Systems Scientific
2946   Directory (http://hydrolab.arsusda.gov/arssci.html), which has seven national programs to
2947   examine the effect of agriculture on the environment. The program on Water Quality and
2948   Management addresses the role of agriculture in nonpoint source pollution through research on
2949   Agricultural Watershed Management and Landscape Features, Irrigation and Drainage
2950   Management Systems, and Water Quality Protection and Management Systems. Research is
2951   conducted across the country and several models and databases have been developed.
2952   Information on research and program contacts is listed on the website
2953   (http://www.nps.ars.usda.gov/programs/nrsas.htm).
2954
2955    Forest Service
2956
2957   The Forest Service has designated research sites across the country,  many of which are Long
2958   Term Ecological Research (LTER) sites. Many of the data from these experiments are available
2959   in the USFS databases located on the website (http://www.fs.fed.us/research/). Most of the data


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2960   are forest-related, but may be of use for determining land uses and questions on silviculture
2961   runoff.
2962
2963   National Science Foundation (NSF)
2964
2965   The National Science Foundation (NSF) funds projects for the Long Term Ecological Research
2966   (LTER) Network. The Network is a collaboration of over 1,100 researchers investigating a wide
2967   range of ecological topics at 24 different sites nationwide. The LTER research programs are not
2968   only an extremely rich data source, but also a source of data available to anyone through the
2969   Network Information System (NTS), the NSF data source for LTER sites. Data sets from sites are
2970   highly comparable due to standardization of methods and equipment.
2971
2972   U.S.  Army Corps of Engineers (COE)
2973
2974   The U.S. Army Corps of Engineers (COE) is responsible for many federal wetland jurisdiction
2975   issues. Although a specific network of water quality monitoring data does not exist, specific
2976   studies on wetlands by the COE may provide suitable data. The COE focuses more on water
2977   quantity issues than on water quality issues. As a result, much of the wetland system data
2978   collected by the COE does not include nutrient data. Nonetheless, the COE does have a large
2979   water sampling network and supports USGS and EPA monitoring efforts in many programs. A
2980   list of the water quality programs that  the COE actively participates in can be found at
2981   http://www.usace.army.mil/public.html.
2982
2983   U.S.  Department of the Interior,  Bureau of Reclamation (BuRec)
2984
2985   The Bureau of Reclamation of the US  Department of the Interior manages many irrigation and
2986   water supply reservoirs in the West, some of which may have wetland applicable data available.
2987   These data focus on water supply information and limited water quality data. However, real time
2988   flow data are collected for rivers supplying water to BuRec, which may be useful if a flow
2989   component of criteria development is chosen. These data can be gathered on a  site-specific basis
2990   from the BuRec website: http://www.usbr.gov.
2991
2992   State/Tribal Monitoring Programs
2993
2994   Some states may have wetland water quality data as part of a research study, use attainability
2995   analysis (UAA),  or to assess mitigation or nutrient related impacts. Most of this data is collected
2996   by State natural resources or environmental protection agencies, or by regional water
2997   management authorities. Data collected by State/Tribal water quality monitoring programs can
2998   be used for nutrient criteria development and may provide pertinent data sources although they
2999   may  be regionally limited. These  data  should be available from the agencies responsible for
3000   monitoring.
3001
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3002   Volunteer Monitoring Programs
3003
3004   State and local agencies may use volunteer data to screen for water quality problems, establish
3005   trends in waters that would otherwise be unmonitored, and make planning decisions. Volunteers
3006   benefit from learning more about their local water resources and identifying what conditions or
3007   activities might contribute to pollution problems. As a result, volunteers frequently work with
3008   clubs, environmental groups, and State/Tribal or local governments to address problem areas.
3009   The EPA supports volunteer monitoring and local involvement in protecting our water resources.
3010
3011   Academic and Literature Sources
3012
3013   Most of the data available  on water and soil quality in wetlands is the result of research studies
3014   conducted by academic institutions. Much of the research conducted by the academic
3015   community, however, was not conducted for the purpose of spatial or long-term biogeochemical
3016   characterization of the nation's wetlands; instead water quality information was often collected
3017   to characterize the environmental conditions under which a particular study or experiment was
3018   conducted. Infrequently spatial studies of limited spatial extent or duration were conducted. Data
3019   collected from these sources therefore, may not be sufficiently representative of the population
3020   of wetlands within an ecoregion. However, this limited data may be the only information
3021   available and therefore could be useful for identifying reference conditions or where to begin a
3022   more comprehensive survey to support development of nutrient criteria. Academic research data
3023   is available from researchers and the scientific literature.
3024
3025
3026   6.3    QUALITY OF HISTORICAL AND COLLECTED DATA
3027
3028   The value of older historical data is a recurrent problem because data quality is often unknown.
3029   Knowledge of data quality is also problematic for long-term data repositories such as STORET
3030   and long-term State databases, where objectives, methods, and investigators may have changed
3031   many times over the years. The most reliable data tend to be those collected by a single agency
3032   using the same protocol. Supporting documentation should be examined to determine the
3033   consistency of sampling and analytical protocols.  The suitability of data in large, heterogeneous
3034   data repositories for establishing nutrient criteria are described below. These same factors need
3035   to be taken into account when developing a new database such that future investigators will have
3036   sufficient information necessary to evaluate the quality of the database.
3037
3038   LOCATION
3039
3040   Geo-referenced data is extremely valuable in that it allows for aggregating and summarizing data
3041   according to any GIS coverage desired, whether the data was historically related to a particular
3042   coverage theme or not. However, many studies conducted prior to the availability and accuracy
3043   of hand held Global Positioning System (GPS) units relied on narrative and less definitive

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3044   descriptions of location such as proximity to transportation corridor, county or nearest municipal
3045   center. This can make comparison of data, depending upon desired spatial resolution, difficult.
3046   Knowledge of the rationale and methods of site selection from the original investigators may
3047   supply valuable information to determine whether inclusion of the site or study in the database is
3048   appropriate based on potential bias relative to overall wetland data sources. STORET and USGS
3049   data associated with the National Hydrography Dataset (NHD) are geo-referenced with latitude,
3050   longitude, and Reach File 3 (RF3) codes (http://nhd.usgs.gov/). In addition, STORET often
3051   contains a site description to  supplement location information. Metadata of this type, when
3052   known, is frequently stored within large long-term databases.
3053
3054   VARIABLES AND ANALYTICAL METHODS
3055
3056   Each separate analytical method yields a unique variable. For example, five ways of measuring
3057   TP results in five unique variables. Data generated using different analytical methods should not
3058   be combined in data analyses because methods differ in accuracy, precision, and detection limits.
3059   Data generated from one method may be too limited, making it important to select the most
3060   frequently used analytical methods in the database. Data that were generated using the same
3061   analytical methods may not always be obvious because of synonymous names or analytical
3062   methods. Consistency in taxonomic conventions and indicator measurements is likewise
3063   important for biological variables and multimetric indices comparisons. Review of recorded data
3064   and analytical methods by knowledgeable personnel is important to ensure that there are no
3065   problems with datasets developed from a particular database.
3066
3067   LABORATORY QUALITY CONTROL (QC)
3068
3069   Data generated by agencies or laboratories with known quality control/quality assurance
3070   protocols are most reliable. Laboratory QC data (blanks, spikes,  replicates, known standards) are
3071   infrequently reported in larger data repositories. Records of general  laboratory quality control
3072   protocols and specific quality control procedures associated with specific datasets are valuable in
3073   evaluating data quality. However, premature elimination of lower quality data can be
3074   counterproductive, because the increase in variance caused by analytical laboratory error may be
3075   negligible compared to natural variability or sampling error, especially for nutrients and related
3076   water quality parameters. However, data of uncertain and undocumented quality  should not be
3077   accepted.
3078
3079   Water column nutrient data can be reported in different units, e.g.,ppm, mg/L, mmoles.
3080   Reporting of nutrient data from other strata such as soils, litter and vegetation can further expand
3081   the list of reporting units (e.g.,mg/kg, g/kg, %, mg/cm3). In many instances conversion of units is
3082   possible, however, in other instances unit conversion is not possible or is lacking support
3083   information for conversion. Consistency in reporting units and the need to provide conversion
3084   tables cannot be overemphasized.
3085
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3086   DATA COLLECTING AGENCIES
3087
3088   Selecting data from particular agencies with known, consistent sampling and analytical methods
3089   and known quality will reduce variability due to unknown quality problems. Requesting data
3090   review for quality assurance from the collecting agency will reduce uncertainty about data
3091   quality.
3092
3093   TIME PERIOD
3094
3095   Long-term records are critically important for establishing trends. Determining if trends exist in
3096   the time series database is also important for characterizing reference conditions for nutrient
3097   criteria. Length of time series data needed for analyzing nutrient data trends is discussed in
3098   Chapter 7.
3099
3100   INDEX PERIOD
3101
3102   An index period-the time period most appropriate for sampling-for estimating average
3103   concentrations can be established if nutrient and water quality variables were  measured through
3104   seasonal cycles. The index period may be the entire year or the summer growing season. The
3105   best index period is determined by considering wetland characteristics for the region, the quality
3106   and quantity of data available, and estimates of temporal variability (if available). Consideration
3107   of the data available relative to longer-term oscillations in environmental conditions, e.g., dry
3108   years, wet years, should also be taken into account such that the data is representative and
3109   appropriate. Additional information and considerations for establishing an index period are
3110   discussed in Chapter 7.
3111
3112   REPRESENTATIVENESS
3113
3114   Data may have been collected for specific purposes. Data collected for toxicity analyses, effluent
3115   limit determinations, or other pollution problems may not be useful for developing nutrient
3116   criteria. Further, data collected for specific purposes may not be representative of the region or
3117   wetland classes of interest. The investigator should determine if all wetlands or a subset of the
3118   wetlands in the database are representative of the population of wetlands to be characterized. If a
3119   sufficient sample of representative wetlands cannot be found, then a new survey is strongly
3120   recommended.
3121
3122
3123   6.4    COLLECTING NEW DATA
3124
3125   New data should be collected when no data presently exist or the data available are not suitable,
3126   and should be gathered following the sampling design  protocols discussed in Chapter 4. New
3127   data collection activities for developing nutrient criteria should focus on filling in gaps in the

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       December 2006 - DRAFT	Chapter 6. Database Development and New Data Collection

3128   database and collecting spatially representative regional monitoring data. In many cases this may
3129   mean starting from scratch because no data presently exists or that the data available are not
3130   suitable. Data gathered under new monitoring programs should be imported into databases or
3131   spreadsheets and, if comparable, merged with existing data for criteria development. It is best to
3132   archive the data with as much data-unique information (meta-data) as possible. It is always
3133   possible to aggregate at a later time, but impossible to separate lumped data without having the
3134   parameter needed to partition the dataset. Redundancy may also be a problem, but can more
3135   easily be avoided when common variables or parameters are kept in each database (i.e., dates
3136   may be very important). The limitations and qualifications of each data set should be known, and
3137   data 'tagged' if possible, before combining them. The following five factors should be
3138   considered when collecting new data and before combining new data with existing data sets:
3139   representativeness, completeness, comparability, accuracy and precision.
3140
3141   REPRESENTATIVENESS
3142
3143   Sampling program design (when, where, and how you sample) should produce samples that are
3144   representative or typical of the regional area being described and  the classes of wetlands present.
3145   Sampling designs for developing nutrient criteria are addressed in Chapter 4. Databases
3146   populated by data from the literature or historical studies will not  likely provide sufficient spatial
3147   or class representation of a region. Data interpretation should recognize these  gaps and should  be
3148   limited until gaps are filled using additional survey information.
3149
3150   COMPLETENESS
3151
3152   A QA/QC plan should describe how to complete the data set in order to answer questions posed
3153   (with a statistical test of given power and confidence) and the precautions being taken to ensure
3154   that completeness. Data collection procedures should document the extent to which these
3155   conditions have been met. Incomplete data sets may not invalidate the collected data,  but may
3156   reduce the rigor of statistical analyses. Precautions to ensure completeness may include
3157   collecting extra samples, having back-up equipment in the field, copying field notebooks after
3158   each trip, and/or maintaining duplicate sets of data in two locations.
3159
3160   COMPARABILITY
3161
3162   In order to compare data collected under different sampling programs or by different agencies,
3163   sampling protocols and analytical methods should demonstrate  comparable data. The  most
3164   efficient way to produce comparable data is to use sampling designs and analytical methods that
3165   are widely used and accepted, and examined for compatibility with other monitoring programs
3166   prior to initiation of a survey. Comparability should be assessed for field sample collection,
3167   sample preservation,  sample preparation and analysis, and among laboratories used for sample
3168   analyses.
3169
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3170   ACCURACY
3171
3172   To assess the accuracy of field instruments and analytical equipment, a standard (a sample with a
3173   known value) should be analyzed and the measurement error or bias determined. Internal
3174   standards should periodically be checked with external standards provided by acknowledged
3175   sources. At Federal, State, Tribal, and local government levels, the National Institute of
3176   Standards and Technology (NIST) provides advisory and research services to all agencies by
3177   developing, producing, and distributing standard reference materials for vegetation, soils, and
3178   sediments.  Standards and methods of calibration are typically included with turbidity meters, pH
3179   meters DO  meters, and DO testing kits. The USEPA, USGS, and some private companies
3180   provide reference standards or QC samples for nutrients.
3181
3182   VARIABILITY
3183
3184   The variability in field measurements and analytical methods should be demonstrated and
3185   documented to identify the source and magnitude of variability when possible. EPA QA/QC
3186   guidance provides an explanation and protocols for measuring sampling variability (USEPA
3187   1998c).
3188
3189   DATA REDUCTION
3190
3191   For data reduction, it is important to have a clear idea of the analysis that will be performed and
3192   a clear definition of the sample unit for analysis. For example, a sample unit might be defined as
3193   "a wetland  during July- August". For each variable measured,  a mean value would then be
3194   estimated for each wetland during the July-August index period on record. Analyses are then
3195   conducted on the observations (estimated means) for each sample unit, not with the raw data.
3196   Steps recommended for reducing the data include:
3197
3198   1.      Selecting the long-term time period for analysis;
3199
3200   2.      Selecting an index period;
3201
3202   3.      Selecting relevant variables of interest;
3203
3204   4.      Identifying the quality of analytical methods;
3205
3206   5.      Identifying the quality of the data recorded; and
3207
3208   6.      Estimating values for analysis (mean, median, minimum, maximum) based on the
3209          reduction selected.
3210
3211
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3212   6.5    QUALITY ASSURANCE / QUALITY CONTROL (QA/QC)
3213
3214   The validity and usefulness of data depend on the care with which they were collected, analyzed
3215   and documented. EPA provides guidance on data quality assurance (QA) and quality control
3216   (QC) (USEPA 1998c) to assure the quality of data. Factors that should be addressed in a QA/QC
3217   plan are elaborated below. The QA/QC plan should state specific goals for each factor and
3218   should describe the methods and protocols used to achieve the goals.
3219
3220   1.      Who will use the data?
3221   2.      What the project's goals/objectives/questions or issues are?
3222   3.      What decision(s) will be made from the information obtained?
3223   4.      How, when, and where project information will be acquired or generated?
3224   5.      What possible problems may arise and what actions can be taken to mitigate their impact
3225          on the project?
3226   6.      What type, quantity, and quality of data are specified?
3227   7.      How "good" those data have to be to support the decision to be made?
3228   8.      How the data will be analyzed, assessed, and reported?
3229
3230
3231
3232
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3233   Chapter 7      Data Analysis
3234
3235
3236   7.1    INTRODUCTION
3237
3238   Data analysis is critical to nutrient criteria development. Proper analysis and interpretation of
3239   data determine the scientific defensibility and effectiveness of the criteria. Therefore, it is
3240   important to evaluate short and long-term goals for wetlands of a given class within the region of
3241   concern. These goals should be addressed when analyzing and interpreting nutrient and response
3242   data. Specific objectives to be accomplished through use of nutrient criteria should be identified
3243   and revisited regularly to ensure that goals are being met. The purpose of this chapter is to
3244   explore methods for analyzing data that can be used to develop nutrient criteria consistent with
3245   these goals. Included are techniques to evaluate metrics, to examine or compare distributions of
3246   nutrient exposure or response variables, and to examine nutrient exposure-response
3247   relationships.
3248
3249   Statistical analyses are used to interpret monitoring data for criteria development. Statistical
3250   methods are data-driven, and range from very simple descriptive statistics to more complex
3251   statistical  analyses. Generally, the type  of statistical analysis used for criteria development is
3252   determined by the source, quality, and quantity of data available.
3253
3254
3255   7.2    FACTORS AFFECTING ANALYSIS APPROACH
3256   Wetland systems  should be appropriately classified a priori for nutrient criteria development to
3257   minimize  natural  background variation  (see Chapter  3). This section discusses some of the
3258   factors that should be considered when  classifying wetland systems, and in determining the
3259   choice of  predictor (causal) and response variables to include in the analysis.
3260
3261   Wetland hydrogeomorphic type http://el.erdc.usace.army.mil/wrap/wrap.html may determine the
3262   sensitivity of wetlands to nutrient inputs, as well as the interaction of nutrients with other driving
3263   factors in  producing  an ecological response. Hydrogeomorphic types differ in landscape
3264   position, predominant water source, and hydrologic exchanges with adjacent water bodies
3265   (Brinson 1993). These factors in turn influence water residence time, hydrologic regime, and
3266   disturbance regime. In general, isolated depressional wetlands will have greater residence times
3267   than fringe wetlands, which in turn will have greater residence times than riverine wetlands.
3268   Systems with long residence times are likely to behave more like lakes than flow-through
3269   systems, and may show a greater response to cumulative loadings. Thus, nutrient loading  rates or
3270   indicators thereof are likely to be a more sensitive predictor of ecological effects for depressional
3271   wetlands,  while nutrient water column or sediment concentrations are likely to be a more
3272   sensitive predictor of responses for riverine wetlands. Water column concentrations will
3273   influence  the response of algal communities, while macrophytes derive nutrients from both the

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3274   water column and sediments. Fringe wetlands are likely to be influenced both by concentration
3275   of nutrients in the adjacent lake or estuary as well as the accumulation of nutrients within these
3276   systems from groundwater inflow and, in some cases, riverine inputs. The relative influence of
3277   these two sources will depend on the exchange rate with the adjacent lake, e.g., through seiche
3278   activity (Keough et al., 1999; Trebitz et al., 2002). In practice, it is difficult to measure loadings
3279   from multiple sources including groundwater and exchange with adjacent water bodies. If
3280   sediment concentrations are shown to be a good indicator of recent loading rates, then sediment
3281   concentrations might be the best predictor to use across systems.
3282
3283   It may be important to control for ancillary factors when teasing out the relationship between
3284   nutrients and vegetation community response, particularly if those factors interact with nutrients
3285   in eliciting responses. For example, riverine and fringe wetlands differ from basin wetlands in
3286   the frequency and intensity of disturbance from flooding events or ice. Day et. al. (1988)
3287   describe a fertility-disturbance gradient model for riverine wetlands describing how the relative
3288   dominance of plant guilds with different growth forms and life history strategies depends on the
3289   interactive effects of productivity, fertility, disturbance, and water level. In  depressional
3290   wetlands, the model could be simplified to include only the interaction of fertility with the
3291   hydrologic regime.  Disturbance regimes and water level could be incorporated into analysis of
3292   cause-effect relationships either as categorical factors or as covariates.
3293
3294   The selection of assessment and measurement of response attributes for determining ecological
3295   response to nutrient loadings should depend, in part, on designated uses assigned to wetlands as
3296   part of standards development. Designated uses such as recreation (aesthetics and contact) or
3297   drinking water are not typically assigned to wetlands; thus defining nuisance algal blooms in
3298   terms of taste or odor problems or aesthetic considerations may not be appropriate for wetlands.
3299   Guidance for the definition of aquatic life use is currently being refined to describe six stages of
3300   impact along a human disturbance gradient, from pristine  reference condition to heavily
3301   degraded  sites (Figure 7, Stevenson and Hauer 2002, Davies and Jackson 2006). The relative
3302   abundance of sensitive native taxa is expected to shift with relatively minor impacts, while
3303   organism condition or functional attributes are relatively robust to altered loadings. However,  if
3304   maintenance of ecological integrity of sensitive downstream systems is of concern, then it may
3305   be important to measure some functional attributes related to nutrient retention. Stevenson and
3306   Hauer (2002) have suggested a series of "resource condition tiers" analogous to those  defined for
3307   biological condition, but related to ecosystem functions. Tier 1 requirements are proposed as:
3308   "Native structure and function of the hydrologic and geomorphic regimes and processes are in
3309   the natural
3310
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       December 2006 - DRAFT
                            Chapter 7. Data Analysis: Experiments, Observational Data, and Modeling
3311
3312
3313
3314
3315
3316
3317
3318
3319
3320
3321
3322
3323
3324
3325
3326
3327
3328
3329
3330
3331
3332
3333
                      c
                      o
                      C.
                      O
                      O
                      _o
                      o
                      m
                                BCG Model:  Snap Shot
                            Natural structure & function of biotic community maintained
                                            Minimal changes in structure & function
                                             Evident changes in structure and
                                             minimal changes in function
                                                Moderate changes in structure &
                                                 minimal changes in function
                        Major changes in structure &
                        moderate changes in function
                               Severe changes in structure & function
                                   Increasing Levels of Stressors
Figure 7.1. Biological condition gradient model describing biotic community condition as levels
                                   of stressors increase.

range of variation in time and space." Thus maintenance of structure and function of upstream
processes should be protective of downstream biological conditions.
7.3    DISTRIBUTION-BASED APPROACHES

Frequency distributions can aid in the setting of criteria by describing central tendency and
variability among wetlands. Approaches to numeric nutrient criteria development based on
frequency distributions do not require specific knowledge of individual wetland condition prior
to setting criteria using frequency distributions. Criteria are based on and, in a sense, developed
relative to the conditions of the population of wetlands of a given class in the Region, State, or
Tribal lands.

The simplest statistic describing the shape of distributions refers to quartiles, or the 25th and the
75th percentile. These can be defined as the observation which has either 25 % of the
observations on one side and 75 % on the other side in the case of the first quartile (25th
percentile) or vice versa in the case of the third quartile (75th percentile). In the same manner, the
median is the second quartile or the 50th percentile. Graphically, this is depicted in the boxplots
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3334   as the box length, the lower extreme represents the first quartile, the upper extreme represents
3335   the third quartile, the area inside the box encompassing 50 % of the data.
3336
3337   Distributions of nutrient exposure metrics or response variables can be developed to represent
3338   either an entire population of wetlands, or only a subset of these considered to be minimally
3339   impacted. In either case, a population of wetlands should be defined narrowly enough through
3340   classification so that the range in attributes due to natural variability does not equal or exceed the
3341   range in attributes related to anthropogenic effects. The effects of natural variability can be
3342   minimized by classifying wetlands by type and/or region. Nutrient ecoregions define one
3343   potential regional classification system (USEPA 2000). Alternatively, thresholds in landscape or
3344   watershed attributes defining natural breakpoints in nutrient concentrations can be determined
3345   objectively through procedures  such as classification and regression tree (CART) analysis
3346   (Robertson et. al., 2001).
3347
3348
3349   7.4    RESPONSE-BASED APPROACHES
3350
3351   Indicators characterized as  "response" or "condition" metrics should be distinguished from
3352   "stressor" or "causal" indicators, such as nutrient concentrations (Paulsen et al., 1991; USEPA
3353   1998a; Stevenson 2004a). While both "response" and "causal" indicators could be used in a
3354   single multimetric index, it is recommended that separate multimetric indices be used for
3355   "response" and "causal" assessment. Distinguishing between "response" and "causal" indices can
3356   be accomplished utilizing a risk assessment approach with separate hazard and exposure
3357   assessments that are linked to response-stressor relationships (USEPA 1996; 1998a; Stevenson
3358   1998; Stevenson et al., 2004a, b). A multimetric index that specifically characterizes "responses"
3359   can be used to clarify goals of management (maintenance  or restoration of ecological attributes)
3360   and to measure whether goals have been attained with nutrient management strategies.
3361   Response-based multimetric indices can also be used more directly for natural resource damage
3362   assessments than multimetric indices with response and causal variables.
3363
3364   Factors that should be considered in selecting indicators include conceptual relevance (relevance
3365   to the assessment and to ecological function), feasibility of implementation (data collection
3366   logistics, information management, quality assurance, cost), response variability (measurement
3367   error, seasonal variability, interannual variability, spatial variability, discriminatory ability), and
3368   interpretation and utility (data quality objectives, assessment thresholds, link to management
3369   actions) (Jackson et al., 2000). Of these factors, cost, response variability, and ability to meet
3370   data quality objectives can be assessed through quantitative methods.  An analytical
3371   understanding of the factors that affect wetlands the  most will also help States and Tribes
3372   develop the most effective monitoring and assessment strategies
3373
3374   Designated uses such as contact recreation and drinking water may not be applicable to
3375   wetlands, hence, it may not be readily apparent what the relative significance of changes in

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3376   different primary producers is for organisms at higher trophic levels. Wetland food webs have
3377   traditionally been considered to be detritus-based (Odum and de la Cruz 1967; Mann 1972,
3378   1988). However, more recent research on wetland food webs utilizing stable isotope analysis
3379   have identified the importance of phytoplankton, periphyton, or benthic algae as the base of the
3380   food chain for higher trophic levels (Fry 1984, Kitting et al., 1984, Sullivan and Moncreiff 1990,
3381   Hamilton et al.,  1992, Newell et al., 1995, Keough et al., 1996); in these cases, it would be
3382   particularly important to monitor shifts in algal producers.
3383
3384   Empirical relationships can be derived directly between water quality parameters such as total P
3385   or transparency and wetland biological responses.  Unlike lakes or streams, the level of algal
3386   biomass corresponding to aesthetic problems or ecological degradation in wetlands is not readily
3387   defined, so that defining a TP-chlorophyll a relationship based on water column measurements is
3388   not likely to be useful. However, in some wetlands such as coastal Great Lakes, the loss of
3389   submerged aquatic vegetation biomass and/or diversity with increased eutrophication provides
3390   an ecologically significant endpoint (Lougheed et  al., 2001). Reductions in submerged plant
3391   species diversity was associated with increases in turbidity, total P, total N, and chlorophyll a,
3392   suggesting that a trophic state index incorporating multiple parameters might be a better
3393   predictor than a  single variable such as total P (Carlson 1977).
3394
3395   Models describing empirical relationships can include linear or nonlinear univariate forms with a
3396   single response metric, multivariate with multiple  response metrics, a series of linked
3397   relationships, and simulation models. The simplest forms of linear univariate approaches are
3398   correlation and regression analyses; these approaches have the advantage that they are simple to
3399   perform and transparent to the general public. When assessment thresholds can be determined
3400   based on severity of effect or difference from reference conditions, such that associated exposure
3401   criteria can be derived, linear forms should be adequate. In the case of nonlinear relationships,
3402   data can generally be transformed to linearize the relationship. However, if it is desired to
3403   identify the inflection point in a curvilinear relationship as an indicator of rapid ecological
3404   change, alternative data analysis methods are available, including changepoint analysis
3405   (Richardson and Qian  1999) and piecewise iterative regression techniques (Wilkinson 1999).
3406
3407   Multivariate models are useful for relating nutrient exposure metrics to community-level
3408   responses. Both  parametric and nonparametric (nonmetric dimensional scaling orNMDS)
3409   ordination procedures can be used to define axes or gradients of variation in community
3410   composition based on relative density, relative abundance, or simple presence-absence measures
3411   (Gauch 1982, Beals 1984, Heikkila 1987, Growns et al., 1992). Ordination scores then can be
3412   regressed against nutrient exposure metrics, as an indicator of a composite response (McCormick
3413   et al., 1996). Direct gradient analysis techniques such as canonical correspondence analysis can
3414   be used to determine which combination of nutrient exposure variables predict a combination of
3415   nutrient response variables as a first step in deriving multimetric exposure and response variables
3416   (Cooper et al., 1999). Indicator analysis can be used to determine which subset of species best
3417   discriminate between reference sites with low nutrient loadings versus potentially impacted sites


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3418   with high loadings, or weighted averaging techniques can be used to infer nutrient levels from
3419   species composition (McCormick et al., 1996, Cooper et al.,  1999, Jensen et al., 1999). In the
3420   latter case, paleoecological records can be examined to infer historic changes in total P levels
3421   from macrophyte pollen or diatom frustrules, which will be particularly valuable in the absence
3422   of sites representing reference condition (Cooper et al., 1999, Jensen et al.,1999).
3423
3424   Some ecohydrological models have been derived that incorporate the effect of multiple stressors
3425   (hydrology, eutrophication, acidity) on wetland vegetation, thus providing a link between
3426   process-based models and community level response (see Olde Venterink and Wassen 1997 for
3427   review). These models are based on 1) a combination of expert opinion to estimate species
3428   sensitivities, supplemented by multivariate classification of vegetation and environmental data to
3429   determine boundaries of species guilds, or 2) field measurements used to derive logistic models
3430   to quantify dose-response. These approaches could be used to derive wetland nutrient criteria for
3431   the US, provided that models could be calibrated using species and response curves developed
3432   using data for the US. Most multiple-stressor models for wetland vegetation have been calibrated
3433   using data from western Europe (Olde Venterink and Wassen 1997). Latour and colleagues
3434   (Latour and Reiling 1993, Latour et al., 1994) have suggested a mechanism for setting nutrient
3435   standards using the occurrence probability of species along a trophic gradient to extrapolate
3436   maximum tolerable concentrations  that protect 95% of species.
3437
3438   A series of linked empirical relationships for wetlands may be most effective for developing
3439   nutrient criteria. Linked empirical relationships may be most useful in  cases where integrative
3440   exposure measurements such as sediment nutrient concentrations are more sensitive predictors of
3441   shifts in community composition, or algal P limitation, or other ecological responses
3442   (phosphatase enzyme assays; Qian  et al., 2003) than are spatially and temporally heterogeneous
3443   water column nutrient concentrations. In these cases, it may be important to develop one set of
3444   relationships between nutrient loading and exposure indicators for a subset of sites at which
3445   intensive monitoring is done, and another set of relationships between  nutrient exposure and
3446   ecological response indicators for a larger sample population (Qian et al., 2003).
3447
3448
3449   7.5    PARTITIONING EFFECTS AMONG MULTIPLE STRESSORS
3450
3451   Changes in nutrient concentrations  within or loadings to wetlands often co-occur with other
3452   potential stressors such as changes  in hydrologic regime and sediment  loading. In a few cases,
3453   researchers have been able to separate the simple effects of nutrient addition through
3454   manipulations of mesocosms (Busnardo et al., 1992, Gabor et al. 1994, Murkin et al., 1994,
3455   McDougal et al., 1997, Hann and Goldsborough 1997), segments of natural systems (Richardson
3456   and Qian 1999, Thormann and Bayley 1997), or whole wetlands (Spieles and Mitsch 2000). In
3457   other cases, both simple and interactive effects have been examined experimentally, e.g., to
3458   separate effects of hydrologic regime from nutrient loading (Neill 1990a, b; Neill  1992, Bayley
3459   et al., 1985). If nutrient effects are examined by comparing condition of natural wetlands along a

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3460   loading or concentration gradient, effects of other driving factors can be minimized by making
3461   comparisons among wetlands of similar hydrogeomorphic type and climatic regime within a
3462   well-defined sampling window. In addition, multivariate techniques for partitioning effects
3463   among multiple factors can be used, such as partial CCA or partial redundancy analysis (Cooper
3464   et al., 1999, Jensen et al., 1999).
3465
3466
3467   7.6 STATISTICAL TECHNIQUES
3468
3469   Quantitative methods can be used to assess metric cost, evaluation,  response variability, and
3470   ability to meet data quality objectives. The most appropriate method varies with respect to the
3471   indicator or variable being considered. In general, statistical techniques are aimed at making
3472   conjectures or inferences about a population's values or relationships between variables in a
3473   sample randomly taken from the population of interest. In these terms,  population is defined as
3474   all possible values that a certain parameter may take. For example, in the case of total
3475   phosphorus levels present in marsh sediments in nutrient ecoregion VII, the total population
3476   would be determined if all the marshes in that ecoregion were sampled, which would negate the
3477   need for data analysis. Practically, a sample is taken from the population and the characteristics
3478   associated with that sample (mean, standard deviation) are "transferred" to the entire population.
3479   Many of the basic statistical techniques are designed to quantify the reliability of this transferred
3480   estimate by placing a confidence interval over the sample-derived parameter. More complex
3481   forms of data analysis involve comparisons of these parameters from different populations (for
3482   example, comparison between sites) or the establishment of complex data models that are
3483   thought to better describe the original  population structure (for example, regression). They are
3484   still basic inference techniques that utilize sample characteristics to make conjectures about the
3485   original population.
3486
3487   A basic and typical issue facing any type of sampling design is the number of samples that
3488   should be taken to be confident in the translation from samples to population. The degree of
3489   confidence required should be defined as data quality objectives by the end-user and should
3490   identify the expected  statistical rigor for those objectives to be met. There are extensive texts on
3491   types and manners of sampling schemes; these will not be discussed here. This section is geared
3492   to determining the minimum data set recommended to work with subsequent sections of the data
3493   analysis  chapter. In interpreting the results of various forms of data analysis, an acceptable level
3494   of statistical error is formulated, this is called type I error, or alpha (a). Type I error can be
3495   defined as the probability of rejecting  the null hypothesis (H0) when this is actually true. In
3496   setting the type I error rate, the type II error rate is also specified. The type II error rate, or beta
3497   (|3), is defined as failing to reject the null hypothesis when it is actually false, i.e., declaring that
3498   no significant effect exists when in reality this is the case. In setting the type I error rate, an
3499   acceptable level of risk is recommended, the risk of concluding that a significance exists when
3500   this is not the case in reality, i.e., the risk of a "false positive"(type I error) or "false negative"
3501   (type II error). The concepts of Type I and Type II errors are introduced in Chapter 4 with

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       December 2006 - DRAFT	Chapter 7. Data Analysis: Experiments, Observational Data, and Modeling

3502   reference to sampling design and monitoring, and more fully discussed in Chapter 8 with
3503   reference to criteria development.
3504
3505   In experimental or sampling design, of greater interest is a statistic associated with beta (P),
3506   specifically 1  - P, which is the power of a statistical tests. Power is the ability of the statistical
3507   test to indicate significance based on the probability that it will reject a false null hypothesis.
3508   Statistical power depends on the level of acceptable statistical  significance (usually expressed as
3509   a probability 0.05 - 0.001 (5% -1%) and termed the a level); the level of power dictates the
3510   probability of "success", or identifying the effect. Statistical power is a function of three factors;
3511   effect size, alpha (a) and sample size, the relationship between the three factors being relatively
3512   complex.
 §C 1 1
 §U
3515   1.     Effect size is defined as the actual  magnitude of the effect of interest. This could be the
3516          difference between two means, or the actual correlation between the variables. The
3517          relationship between the effect size and power is intuitive; if the effect size is large (for
3518          example, a large difference between means) this results in a concomitantly large power.
3519
3520   2.     Alpha is related to power; to achieve a higher level of significance, power decreases if
3521          other factors are kept constant.
3522
3523   3.     Sample size. Generally, this is the  easiest factor to control. If the two preceding factors
3524          are set, increased sample sizes will always result in a greater power.
3525
3526   As indicated before, the relationship between these three factors is complex and depends on the
3527   nature of the intended statistical analysis. An online guide for selecting appropriate statistical
3528   procedures is  available at: http://www.socialresearchmethods.net/. Software packages for
3529   performing power analysis have been reviewed by Thomas and Krebs (1997). Online power
3530   calculations have been made available by  several statistical faculty, and are available at these
3531   websites: http://www.math.yorku.ca/SCS/, http://calculators.stat.ucla.edu/powercalc/,
3532   http://www.survevsystem.com/sscalc.htm,
3533   http://www.health.ucalgary.ca/~rollin/stats/ssize/index.html, http://www.stat.ohio-
3534   state.edu/~jch/ssinput.html, http://www.stat.uiowa.edu. Additional websites are also listed in
3535   Chapter 4 that emphasize designs for  monitoring with statistical rigor.
3536
3537   Metric response variability can be evaluated by examining the signal to noise ratio (signal:noise)
3538   along a gradient of nutrient concentrations or loading rates (Reddy et al. 1999). The power of
3539   regression analyses can be determined using the power function for a t-test. Optimization of the
3540   design, such as the spacing, number of levels of observations, and replication at each level,
3541   depend on the purpose of the regression analysis (Neter et al. 1983).
3542
3543   MULTIMETRICINDICIES
3544
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       December 2006 - DRAFT	Chapter 7. Data Analysis: Experiments, Observational Data, and Modeling

3545   Multimetric indices are valuable for summarizing and communicating results of environmental
3546   assessments and is one approach in developing criteria. Furthermore, preservation of the biotic
3547   integrity of algal assemblages, as well as fish and macroinvertebrate assemblages, may be an
3548   objective for establishing nutrient criteria. Multimetric indices for stream macroinvertebrates and
3549   fish are common (e.g., Kerans and Karr 1994, Barbour et al. 1999), and multimetric indices with
3550   benthic algae have recently been developed and tested on a relatively limited basis (Kentucky
3551   Division of Water 1993;  Hill et al. 2000). Efforts are underway to develop multi-metric indices
3552   of biotic integrity for wetlands, and methods modules are available for characterizing wetland
3553   algal, plant, macroinvertebrate, amphibian, and bird communities
3554   (http://www.epa.gov/waterscience/criteria/wetlands/).  Methods for multi-metric indices are
3555   well developed for streams,  and these methods are readily transferable to wetlands. However,
3556   higher trophic levels do not  often directly respond to nutrients, and therefore may not be as
3557   sensitive to relatively small  changes in nutrient concentrations as algal assemblages. It is
3558   recommended that relations between biotic integrity  of algal or vegetation assemblages and
3559   nutrients be defined and then related to biotic integrity of macroinvertebrate and fish
3560   assemblages in a stepwise, mechanistic fashion. The practitioner should realize however, that
3561   wetlands with a history of high nutrient loadings have often lost the most sensitive species and in
3562   these cases higher trophic level species may prove to be the best indicators of current nutrient
3563   loadings and wetland nutrient condition.
3564
3565   This section provides an overview for developing a multimetric index that will indicate shifts in
3566   primary producers that are associated with trophic status in wetlands. The first step in  developing
3567   a multimetric index of trophic status is to select a set of ecological attributes that respond to
3568   human changes in nutrient concentrations or loading. Attributes that respond to an increase in
3569   human disturbance are referred to as metrics. Six to ten metrics should be selected for the index
3570   based on their sensitivity to  human activities that increase nutrient availability  (loading and
3571   concentrations), their precision, and their transferability among regions and habitat types.
3572   Selected metrics also should respond to the breadth of biological responses to nutrient conditions
3573   (see discussion of metric properties in McCormick and Cairns 1994).
3574
3575   Effects of nutrients on primary producers and effects of primary producers on the biotic integrity
3576   of macroinvertebrates and fish should be characterized to aid in developing nutrient criteria that
3577   will protect designated uses related to aquatic life (e.g., Miltner and Rankin 1998,  King and
3578   Richardson 2002).
3579
3580   Another approach for characterizing biotic integrity of assemblages as a function of trophic
3581   status is to calculate the deviation in species composition or growth forms at assessed  sites from
3582   composition in the reference condition. Similarity or dissimilarity indices can be used  for the
3583   determining the differences  in biotic integrity of a wetland in comparison to the reference
3584   condition. Multivariate similarity or dissimilarity indices need to be calculated for multivariate
3585   attributes such as taxonomic composition (Stevenson 1984; Raschke  1993) as defined by relative
                                                   100

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       December 2006 - DRAFT	Chapter 7. Data Analysis: Experiments, Observational Data, and Modeling

3586   abundance of different growth forms or species, or species presence/absence. One standard form
3587   of these indices is percent community similarity (PSC, Whittaker 1952):
3588
3589                                      PSC =Si=i,s min(ai,bi)
3590
3591   Here a; is the percentage of the ith species in sample a, and b; is the percentage of the same ith
3592   species in a subsequent sample, sample b.
3593
3594   A second common community similarity measurement is based on a distance measurement
3595   (which is actually a dissimilarity measurement, rather than similarity measurement, because the
3596   index increases with greater dissimilarity,  Stevenson 1984; Pielou 1984). Euclidean distance
3597   (ED) is a standard distance dissimilarity index, where:
3598
3599                                      ED = V( Si=i(ai-bi)2)
3600
3601   Log-transformation of species relative  abundances in these calculations can increase precision of
3602   metrics by reducing variability in the most abundant taxa. However, the practitioner should also
3603   be aware that transformation,  while reducing variability, often decreases sensitivity and the
3604   ability to distinguish true fine scale changes in community and species composition.
3605   Theoretically and empirically, we expect to find that multivariate attributes based on taxonomic
3606   composition more precisely and sensitively respond to nutrient conditions than do univariate
3607   attributes, for instance multimetric algal assemblages (see discussions in Stevenson and Pan
3608   (1999)).
3609
3610   To develop the multimetric index, metrics should be selected and their values normalized to a
3611   standard range such that they  all increase with trophic status. Criteria for selecting metrics can be
3612   found in McCormick and Cairns (1994) or many other references. Basically, sensitive and
3613   precise metrics should be selected for the multimetric index and selected metrics should
3614   represent a broad range of impacts and perhaps, designated uses.  Values can be normalized to a
3615   standard range using many techniques. For example, if 10 metrics are used and the maximum
3616   value of the multimetric index is defined as 100,  all ten metrics should be normalized to the
3617   range of 10 so that the sum of all metrics would range between 0 and 100. The multimetric index
3618   is calculated as the sum of all  metrics measured in a system. A high value  of this multimetric
3619   index of trophic status would  indicate high impacts of nutrients and should be a robust (certain
3620   and transferable) and moderately sensitive indicator of nutrient impacts in a stream.  A 1-3-5
3621   scaling technique is commonly used with aquatic invertebrates (Barbour et al. 1999; Karr and
3622   Chu 1999) and could be used  with a multimetric  index of trophic status as well.
3623
3624
3625   7.7    LINKING NUTRIENT AVAILABILITY TO PRIMARY PRODUCER RESPONSE
3626
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       December 2006 - DRAFT	Chapter 7. Data Analysis: Experiments, Observational Data, and Modeling

3627   When evaluating the relationships between nutrients and primary producer response within
3628   wetland systems, it is important to first understand which nutrient is limiting. Once the limiting
3629   nutrient is defined, critical nutrient concentrations can be specified and nutrient-response
3630   relationships developed.
3631
3632   DEFINING THE LIMITING NUTRIENT
3633
3634   The first step in identifying nutrient-producer relationships should be to define the limiting
3635   nutrient. Limiting nutrients will control biomass and productivity within a system. However,
3636   non-limiting nutrients may have other impacts, e.g., toxicological effects related to ammonia
3637   concentrations in sediments or effects on competitive interactions which determine vegetation
3638   community composition (Guesewell et al. 2003). A review of fertilization studies indicated that
3639   vegetation N:P mass ratios are a good predictor of the nature of nutrient limitation in wetlands,
3640   with N:P ratios > 16 indicating P limitation at a community level, and N:P ratios < 14  indicative
3641   of N limitation (Koerselman and Meuleman 1996). Guesewell et al. (2003) found that vegetation
3642   N:P ratios were a good predictor of community-level biomass response to fertilization by N or P,
3643   but for individual species, were only predictive of P-limitation and could not distinguish between
3644   N-limitation, co-limitation, or no limitation. Likewise, N, P, and K levels in wet meadow and fen
3645   vegetation were found to be correlated with estimated supply rates or extractable fractions in
3646   soils (Odle Venterink et al.  2002). A survey of literature values of vegetation and soil total N:P
3647   ratios by Bedford et al. (1999) indicated that many temperate North American wetlands are
3648   either P-limited or co-limited by N and P, especially those with organic soils. Only marshes have
3649   N:P ratios in both soils and plants indicative of N limitation, while soils data suggest that most
3650   swamps are  also N-limited.
3651
3652   Many experimental procedures are used to determine which nutrient (N, P, or carbon) limits
3653   algal growth. Algal  growth potential (AGP) bioassays are very useful for determining  the
3654   limiting nutrient (USEPA 1971). Yet, results from such assays usually agree with what would
3655   have been predicted from N:P biomass ratios, and in some cases N:P ratios in the water. Limiting
3656   nutrient-potential biomass relationships from AGP bottle tests are useful in projecting maximum
3657   potential biomass in standing or slow-moving water bodies. However,  they are not as useful in
3658   fast-flowing, and/or gravel or cobble bed environments.  Also, the AGP bioassay utilizes a single
3659   species which may not be representative of the response of the natural  species assemblage.
3660
3661   Limitation may be detected by other means, such as alkaline-phosphatase activity, to determine
3662   if phosphorus is limiting. Alkaline phosphatase is an extracellular enzyme excreted by some
3663   algal species and from roots in some macrophytes in response to P limitation. This enzyme
3664   hydrolyzes phosphate ester bonds, releasing orthophosphate (PO4) from organic phosphorus
3665   compounds (Mullholland et al. 1991). Therefore, the concentration of alkaline phosphatase in the
3666   water can be used to assess the degree of P limitation. Alkaline phosphatase activity, monitored
3667   over time in a waterbody, can be used to assess the influence of P loads on the growth limitation
3668   of algae (Richardson and Qian 1999).


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       December 2006 - DRAFT	Chapter 7. Data Analysis: Experiments, Observational Data, and Modeling

3669
3670   There have been no empirical relationships published relating nutrient concentrations or inputs
3671   to wetland chlorophyll a or productivity levels as there have been for streams and lakes. This is
3672   likely due to the large number of factors interacting with nutrients that determine net ecological
3673   effects in wetlands. For example, eutrophication of Great Lakes coastal wetlands and increases
3674   in agricultural area in upstream watersheds have been correlated with decreases in diversity of
3675   submerged aquatic vegetation, yet researchers were unable to uncouple the effects of nutrients
3676   from those of turbidity (Lougheed et al. 2001). Even in experimentally controlled settings, where
3677   it is possible to separate increased suspended solids loadings from nutrient loadings, effects of
3678   nutrients depend heavily on other factors such as periodicity of nutrient additions (pulse vs. press
3679   loadings; Gabor et al. 1994, Murkin et al., 1994, Hann and Goldsborough 1997, McDougal et al.
3680   1997), water regime (Neill  1990a, b; Thormann and Bayley 1997),  food web structure
3681   (Goldsborough and Robinson 1996) and time lags (Neill 1990a, b). It is important in
3682   experimental settings to utilize adequate controls for water additions that may accompany
3683   nutrients (Bayley et al. 1985); in empirical comparisons from field  data, it may be difficult if not
3684   impossible to separate out these effects. Day et al. (1988) propose a general conceptual model
3685   describing responses of different wetland  plant guilds in riverine wetlands based on a
3686   combination of disturbance regime,  hydrologic regime, and nutrients. In the latter case, proper
3687   classification of sites based on disturbance and hydrologic regime prior to describing reference
3688   condition, help to adequately separate out nutrient-related effects and to explain differences in
3689   response.
3690
3691   The significance of food web structure in  determining nutrient effects does not preclude deriving
3692   predictive nutrient-primary producer relationships, or minimize the importance of describing
3693   significant impacts. However, it does highlight the importance of adequately characterizing the
3694   trophic structure of wetlands prior to comparison, especially the number of trophic levels (e.g.,
3695   presence or absence of planktivorous fish) and examining interactive effects on multiple classes
3696   of primary producers: phytoplankton, epipelon, epiphytic algae, metaphyton, and macrophytes
3697   (Goldsborough and Robinson 1996, McDougal et al., 1997). In some cases, addition of nutrients
3698   may have little or no effect on some components such as benthic algae, but can create significant
3699   shifts in primary productivity among others, such as a loss of macrophytes and associated
3700   epiphytes with an increase in inedible filamentous metaphyton and shading of the water column
3701   (McDougal et al., 1997).
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       December 2006 DRAFT	Chapter 8. Criteria Development

3702   Chapter 8      Criteria Development
3703
3704
3705   8.1    INTRODUCTION
3706
3707   This chapter describes recommendations for setting scientifically defensible criteria for nutrients
3708   in wetlands by using data that address causal and biotic response variables. Causal variables
3709   (external nutrient loading, soil extractable P, soil extractable N, total soil N and P, and water
3710   column N and P), and biotic response variables (vegetation N and P, biomass, species
3711   composition, and algal N and P) and the supporting variables (hydrologic condition,
3712   conductivity,  soil pH, soil bulk density, particle size distribution, and soil organic matter), as
3713   described in Chapter 5, provide an overview of environmental conditions and nutrient status of
3714   the wetland; these parameters  are considered critical to nutrient assessment in wetlands. (See
3715   also Chapter 5). Several recommended approaches that water quality managers can use to derive
3716   numeric criteria in combination with other biological response variables are presented. These
3717   recommended approaches can be used alone, in combination, or may be modified for use by
3718   State/Tribal water quality managers to derive criteria for wetland systems in their State/Tribal
3719   waters. Recommended approaches for numeric nutrient criteria development presented here
3720   include:
3721
3722      •   the use of reference conditions to characterize natural or minimally impaired wetland
3723          systems with respect to causal and exposure indicator variables,
3724      •   applying predictive relationships to select nutrient concentrations that will protect
3725          wetland structure and/or function, and
3726      •   developing criteria from established nutrient exposure-response relationships (as in the
3727          peer-reviewed published literature).
3728
3729   The first approach is based on the assumption that maintaining nutrient levels within the range of
3730   values measured for reference systems  will maintain the biological integrity of wetlands. This
3731   presumes that a sufficient number of reference systems can be identified. The second two
3732   approaches are response-based, hence the level of nutrients associated with biological
3733   impairment should be used to identify criteria.  Ideally, both kinds of information (background
3734   variability and exposure-response relationships) will be available for criteria development.
3735   Recommendations are also presented for deriving criteria based on the potential for effects to
3736   downstream receiving waters (i.e., the lake, reservoir, stream, or estuary influenced by
3737   wetlands). The chapter concludes with  a recommended process for evaluating proposed criteria,
3738   suggestions of how to interpret and apply criteria, considerations for sampling for comparison to
3739   criteria, potential modifications to established criteria, and final  implementation of criteria into
3740   water quality  standards.
3741
                                                  104

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       December 2006 DRAFT	Chapter 8. Criteria Development

3742   The RTAG is composed of State, Tribal, and Regional specialists that will help the Agency and
3743   States/Tribes establish nutrient criteria for adoption into their water quality standards. Expert
3744   evaluations are important throughout the criteria development process. The data upon which
3745   criteria are based and the analyses performed to arrive at criteria should be assessed for veracity
3746   and applicability.
3747
3748   8.2    METHODS FOR DEVELOPING NUTRIENT CRITERIA
3749
3750   The following discussions focus on three general methods that can be used in developing
3751   nutrient criteria. First, identification of reference or control systems for each established wetland
3752   type and class should be based on either best professional judgment (BPJ) or percentile
3753   selections of data plotted as frequency distributions. The second method uses refinement of
3754   classification systems, models, and/or examination of system biological attributes to assess the
3755   relationships among nutrients, vegetation or algae, soil, and other variables. Finally, the third
3756   method identifies published nutrient and vegetation, algal, and soil relationships and values that
3757   may be used (or modified for use) as criteria A weight of evidence approach with multiple
3758   attributes that combines  one or more of these three approaches should produce criteria of
3759   greater scientific validity.
3760
3761   USING REFERENCE CONDITION TO ESTABLISH CRITERIA
3762
3763   One approach to consider in setting criteria  is the concept of reference condition. This approach
3764   involves using relatively undisturbed wetlands as reference systems to serve as examples for the
3765   natural or least disturbed ecological  conditions of a region. Three recommended ways of using
3766   reference condition to establish criteria  are:
3767
3768   1.      Characterize reference systems for each class within a region  using best professional
3769          judgment and use these reference conditions to define criteria.
3770
3771   2.      Identify the 75th to 95th percentile of the frequency distribution for a class of reference
3772          wetlands as defined in Chapter 3 and use this percentile to define the criteria.
3773
3774   3.      Calculate a 5th to 25th percentile of the frequency  distribution  of the general population of
3775          a class of wetlands and use the selected percentile to define the criteria.
3776
3777   Defining the nutrient condition of wetlands  within classes will allow  the manager to identify
3778   protective criteria and determine which systems may benefit from management action. Criteria
3779   that are identified using reference condition approaches may require comparisons to similar
3780   systems in other States or Tribes that share the ecoregion so that criteria can be validated. The
3781   comparison process should also be developed and documented.
3782
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       December 2006 DRAFT	Chapter 8. Criteria Development

3783   Reference wetlands should be identified for each class of wetland within a state or tribal
3784   ecoregion and then characterized with respect to external nutrient loading, water column N and
3785   P, biotic response variables (macrophytes, algae, soils) and supporting environmental conditions.
3786   Wetlands classified as reference quality should be verified by comparing the data from the
3787   reference systems to general population data for each wetland class. Reference systems should
3788   be minimally disturbed and should have biotic response values that reflect this condition.
3789
3790   Conditions at reference sites may be characterized using either of two frequency distribution
3791   approaches ( see 2 and 3 above). In both approaches, an optimal reference condition value is
3792   selected from the distribution of an available set of wetland data for a given wetland class. This
3793   approach may be of limited value at this time, because few States or Tribes currently collect
3794   wetland monitoring data. However, as more wetlands are monitored and more data become
3795   available, this approach may become more viable.
3796
3797   In the first frequency distribution approach, a percentile (75th - 95th is recommended) is selected
3798   from the distribution of causal and biotic response variables of reference systems selected a
3799   priori based on very specific criteria (i.e.,  highest quality or least impacted wetlands for that
3800   wetland class within a region). The values for variables at the selected quartile are used as the
3801   basis for nutrient criteria.
3802
3803   If reference wetlands of a given class are rare within a given region, or if inadequate information
3804   is available to assign wetlands with historic nutrient data as "reference"  versus "impacted"
3805   wetlands, another approach may be necessary. The second frequency distribution approach
3806   involves selecting a percentile of (1) all wetland data in the class (reference and non-reference)
3807   or (2) a random sample distribution of all wetland data within a particular class. Due to the
3808   random selection process, a lower percentile should be selected because the sample distribution
3809   is expected to contain some degraded systems. This option is most useful in regions where the
3810   number of legitimate "natural" reference wetlands is usually very small, such as in highly
3811   developed land use areas (e.g., the  agricultural lands of the Midwest and the urbanized east or
3812   west coasts). EPA's recommendation in this case is the 5th to 25th percentile depending upon the
3813   number of "natural" reference systems  available. If almost all systems are impaired to some
3814   extent, then a lower percentile, generally the 5th percentile is recommended for selection of
3815   reference wetlands.
3816
3817   Both the 75th percentile for the subset of reference systems and  the 5th to 25th percentile from a
3818   representative random sample distribution are only recommendations. The actual distribution of
3819   the observations should be the major determinant of the threshold point  chosen. For example, a
3820   bi-modal distribution of sediment or water-column nutrients might indicate a natural breakpoint
3821   between reference and enriched systems. To illustrate, Figure 8.1 shows both options and
3822   illustrates the presumption that these two alternative methods should approach a common
3823   reference condition along a continuum  of data points. In this illustration, the 75th percentile of
                                                   106

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        December 2006 DRAFT
                                                                 Chapter 8. Criteria Development
3824
3825
3826
3827
the reference data distribution produces an extractable soil P reference condition that
                    -th
corresponds to the 25  percentile of the random sample distribution.
                               75th percentile of
                               reference population is
                               the starting point for
                          Concentration
                                                          3=
                                                          LU
                                                          _a
                                                          ro
                                                        Effects thresholds
                                                        can help justify
                                                        criterion value.
                                                              Concentration
              Nutrient data from reference waters (blue) or
              from all waters (gold) similar physical
              characteristics.
                                                  Paired nutrient and effects data from waters
                                                  with similar physical characteristics.
3828
3829
3830
3831
3832
3833
3834
3835
3836
3837
3838
3839
3840
3841
 Figure 8.1 Use of frequency distributions of nutrient concentration for establishing criteria (left
 graphic) and use of effects thresholds with nutrient concentration for establishing criteria (right
                                          graphic).
The choice of a distribution cut-off to define the upper range of reference wetland nutrient levels
is analogous to defining an acceptable level of type I error, the frequency for rejecting wetlands
as members of the "unimpacted" class when in fact they are part of the reference wetland
population (a false designation of impairment). If a distribution cut-off of 25% is chosen, the rate
of falsely designating wetlands as impaired will be higher than if a distribution cutoff of 5% is
chosen; however, the frequency of committing Type II errors (failing to identify
anthropogenically-enriched wetlands) will be lower. As described previously in Chapter 7, there
is a trade-off between Type I and Type II errors. When additional information is available it may
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       December 2006 DRAFT	Chapter 8. Criteria Development

3842   be possible to justify a range of values that are representative of least-impaired wetlands that
3843   would reduce Type I errors on a system by system basis.
3844
3845   It is important to understand that any line drawn through the data may have certain ramifications;
3846   wetlands in poor condition (on the right) should be dealt with through restoration. The wetlands
3847   to the left of the line have nutrient conditions that are protective of aquatic life and should be
3848   managed to maintain their nutrient condition, i.e. their nutrient concentrations should remain
3849   stable to be protective of aquatic life. These wetlands should be protected according to the
3850   State's or Tribe's approved antidegradation policy, and through continued monitoring to assure
3851   that future degradation is prevented.
3852
3853   State or Tribal water quality managers also may consider analyzing wetlands data based on
3854   designated use classifications. Using this approach, frequency distributions for specific
3855   designated uses could be examined and criteria proposed based on maintenance of high quality
3856   systems that are representative of each designated use. For example one criterion could be
3857   derived that protects  superior quality wetland habitat (SWLH) and a second criterion could be
3858   identified that maintains good quality wetland habitat (function maintained but some loss of
3859   sensitive species (Figure 8.2); see Office of Water tiered aquatic life use training module:
3860   (http://www.epa.gov/waterscience/biocriteria/modules/wetl01-05-alus-monitoring.pdf). This
3861   recommended approach is designated as the Tiered Aquatic Life Use (TALU), and is being
3862   developed by the EPA Office of Water in a more detailed publication. Using this approach, a
3863   criterion range is created and a greater number of wetland systems will likely be considered
3864   protective of the designated use. In this case, emphasis may be shifted from managing wetland
3865   systems based on a central tendency to managing towards more pristine systems associated with
3866   Tiers I and II. This approach also will aid in prioritizing systems for protection and restoration.
3867   Subsequent management efforts using this approach should focus on improving wetland
3868   conditions so that, over time, plots of wetland data shift to the left (i.e., improved nutrient
3869   condition) of their initial position.
3870
3871   In summary,  frequency distributions can aid in setting criteria by describing the natural potential
3872   and best attainable conditions (reference conditions). The number of divisions or tiers used has
3873   significant implications with respect to system management. A single criterion may limit the
3874   flexibility to  make management decisions about whether wetlands are meeting the applicable
3875   water quality standards, and there may be considerable ramifications resulting from that
3876   decision. If the distribution is divided into three tiers, the majority of wetlands may be protective
3877   of their designated use (assuming that these wetlands do not contribute to downstream
3878   degradation of water quality), which will minimize management requirements. The method that
3879   is used may depend on the goals of the individual State or Tribe. Some may wish to set criteria
3880   that encourage all State/Tribal wetland systems to be preserved or restored to reference
3881   conditions. Other managers may consider additional options,  such as developing criteria
3882   specifically to protect the designated uses established for wetlands in their region.
3883
                                                   108

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       December 2006 DRAFT
                                                               Chapter 8. Criteria Development
3884
3885
3886
3887
3888
3889
3890
3891
3892
3893
3894
3895
3896
3897
3898
3899
3900
3901
3902
3903
3904
3905
3906
3907
APPLYING PREDICTIVE RELATIONSHIPS

Two fundamental reasons are commonly considered for using biological attributes in developing
nutrient criteria. The concepts basically promote the use of biotic responses or biocriteria to
nutrient enrichment, i.e., both rationales support evaluation of physical and chemical conditions
in conjunction with biological parameters when establishing water quality criteria. The first
reason is that the primary goal of environmental assessment and management is to protect and
restore ecosystem services and ecological attributes, which often are closely related to biological
features and functions in ecosystems. Therefore,  it is the effects of nutrients on the living
components of ecosystems that should become the critical determinant of nutrient criteria, rather
than
                    Native or natural condition
                                 1
                     Natural
                        =
                        o
                       •o
                        a
                        o
                       U
                       13
                        u
                       °5b
                       _o
                       "o
                       3
                   Degraded
                                                  MAINE TALU
                                      Minimal loss of species; some
                                      density changes may occur
                      Some replacement of
                      sensitive-rare species; ^
                      functions fully
                      maintained
Some sensitive species
maintained; altered
distributions; functions
largely maintained
                             Tolerant species show
                             increasing dominance;
                             sensitive species are rare;
                             functions altered   Severe alteration of
                                              structure and function
                               Low     Increasing Effects of Stressors     Hi§n
                  Figure 8.2. Tiered Aquatic Life Use model used in Maine.
the actual nutrient concentrations. The second reason for using biocriteria is that attributes of
biological assemblages usually vary less in space and time than most physical and chemical
characteristics measured in environmental assessments. Thus, fewer mistakes in assessment may
occur if biocriteria are employed in addition to physical and chemical criteria. In those
environments where biological attributes change fairly rapidly, such as in Louisiana's coastal
wetland environment where salinity can vary  dramatically in response to wet versus drought
                                                   109

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       December 2006 DRAFT	Chapter 8. Criteria Development

3908   years, other techniques will need to be developed. Information on some other techniques can be
3909   found at: Louisiana State University's School of the Coast and Environment
3910   rhttp://www.wetlandbiogeochemistry.lsu.edu/ ] and also in interagency efforts through the LA
3911   Dept. of Natural Resources) to assess coastal area ecology.
3912   [http: //data. 1 ca. gov/Ivan6/app/app_c_ch9. pdf ]
3913
3914   Multimetric indices are a special form of indicators of biological condition in which several
3915   metrics are used to summarize and communicate in a single number the state of a complex
3916   ecological system. Multimetric indices for macroinvertebrates and fish are used successfully to
3917   establish biocriteria for aquatic systems in many States, and several States are developing
3918   multimetric indices for wetlands (see http://www.epa.gov/owow website).
3919
3920   Another recommended approach is to identify threshold or non-linear biotic responses to nutrient
3921   enrichment. Some biological attributes respond linearly with increasing nutrient concentrations
3922   whereas some attributes change in a non-linear manner. Non-linear changes in metrics indicate
3923   thresholds along environmental gradients where small changes in environmental conditions
3924   cause relatively great changes in a biological attribute. In an example from the Everglades, a
3925   specific level of P concentration and loadings was associated with a dramatic shift in algal
3926   composition and loss of the calcareous algal mats typical of this system (Figure 8.3). Overall,
3927   metrics or indices that change linearly (typically higher-level community attributes such as
3928   diversity or a multimetric index) provide better variables for establishing biocriteria because they
3929   respond to environmental change along the entire gradient of human disturbance. However,
3930   metrics that change in a non-linear manner along environmental gradients are valuable for
3931   determining where along the environmental gradient the physical and chemical criteria should be
3932   set and, correspondingly, how to interpret other biotic response variables of interest (Stevenson
3933   et al. 2004a).
3934
3935   USING DATA PUBLISHED IN THE LITERATURE
3936
3937   Values from the published literature may be used to develop nutrient criteria if a strong rationale
3938   is presented that demonstrates the suitability of these data to the wetland of interest (i.e., the
3939   system of interest should share the same characteristics with the systems used to derive the
3940   published values). Published data, if there is enough of it, could be used to develop criteria for
3941   (1) reference condition,  (2) predictive (cause and effect) relationships between nutrients and
3942   biotic response variables, (3) tiered criteria or (4) criteria that exhibit a threshold response to
3943   nutrients. However, published data from similar wetlands should not substitute for collection and
3944   analysis of data from the wetland or wetlands of interest.
3945
                                                   110

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       December 2006  DRAFT
                                                              Chapter 8. Criteria Development
3946
3947
3948
3949
3950
3951
3952
3953
3954
3955
3956
3957
3958
3959
3960
3961
3962
3963
3964
3965
3966
3967
3968
3969
3970
3971
                                 w
                                I
                                I
90
SO
70
60

50
40
'in
JLr
20
10
n
y*'*"*' k •.•
^ :*• •»»-;¥*;•»••• * .
^ 	 * •

*

                               6      8       10     12     14
                               Distance from Point Source (km)

Figure 8.3. Percent calcareous algal mat cover in relation to distance from the P source showing
the loss of the calcareous algal mat in those sites closer to the source (Stevenson et al. 2002).

CONSIDERATIONS FOR DOWNSTREAM RECEIVING WATERS

More stringent nutrient criteria may be appropriate for wetlands that drain into lentic or standing
waters. For example, it is proposed that 35 ug/L TP concentration and a mean concentration of 8
ug/L chlorophyll a constitute the dividing line between eutrophic and mesotrophic lakes (OECD
1982). Natural nutrient concentrations in some wetlands may be higher than downstream lakes.
In addition, assimilative  capacity for nutrients without changes in valued attributes may also be
higher in wetlands than lakes. Nutrient criteria for wetlands draining into lakes should protect
the downstream waters of receiving lakes in addition to wetlands. Therefore, nutrient criteria for
wetlands draining into lakes may need to be lower than typically would be set if only effects on
wetlands were considered.
8.3    EVALUATION OF PROPOSED CRITERIA

Following criteria derivation, an expert assessment of the proposed criteria and their
applicability to all wetlands within the class of interest is encouraged. Criteria should be verified
in many cases by comparing criteria values for a wetland class within an ecoregion across State
and Tribal boundaries. In fact, development of interstate criteria should be an integral part of a
State or Tribe's water quality standards program. In addition, prior to recommending any
proposed criterion, it is recommended that States and Tribes take into consideration the water
quality standards of downstream waters to ensure that their water quality standards provide for
                                                  ill

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       December 2006 DRAFT	Chapter 8. Criteria Development

3972   attainment and maintenance of the water quality standards of downstream waters, (see 40 C.F.R.
3973   131.10(b)). Load estimating models, such as those recommended by EPA (USEPA 1999), can
3974   assist in this determination (see External Nutrient Loading in Chapter 5.3). Water quality
3975   managers responsible for downstream receiving waters also should be consulted.
3976
3977
3978   8.4    INTERPRETING AND APPLYING CRITERIA
3979
3980   After evaluating criteria proposed for each wetland class, determining wetland condition in
3981   comparison with nutrient criteria can be made by following these steps:
3982
3983   1.      Calculate duration and frequency of criteria exceedences as well as associated
3984          consequences. This can be done using modeling techniques or correlational analysis of
3985          existing data.
3986
3987   2.      Develop and test hypotheses to determine agreement with criteria. Analyze for alpha
3988          (Type I) and beta (Type II) errors (see Chapter 7).
3989
3990   3.      Reaffirm appropriateness of criteria for protecting designated uses and meeting water
3991          quality standards (i.e., by effective sampling and monitoring of the wetlands).
3992
3993   The goal is to identify highly protective criteria and standards. Criteria should be based on
3994   ecologically significant changes as well as statistically significant differences in compiled data.
3995   Although criteria are developed exclusively based on scientifically defensible methods, adoption
3996   of water quality standards also allows consideration of social, political,  and economic factors.
3997   Thus, it is imperative that some determination is given during the criteria development process to
3998   how criteria can be  implemented into standards that are defensible to the public and regulated
3999   communities, and effectively translated into permits, TMDLs, or watershed implementation
4000   plans for nonpoint source nutrient management.
4001
4002
4003   8.5    SAMPLING FOR COMPARISON TO CRITERIA
4004
4005   Sampling to evaluate agreement with the standards implemented from nutrient criteria should be
4006   carefully defined to ensure that state or tribal sampling is compatible with the procedures used to
4007   establish the  criteria. If State or Tribal observations are averaged over the year, balanced
4008   sampling is essential and the average should not exceed the criterion. In addition, no more than
4009   ten percent of the observations contributing to that average value should exceed the criterion.
4010
                                                  112

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       December 2006 DRAFT	Chapter 8. Criteria Development

4011   It is important to note that, in some regions where nutrient impacts occur seasonally depending
4012   on precipitation and temperature regimes, sampling and assessment should focus on the period
4013   (e.g.,index period) when impacts are most likely to occur.
4014
4015   A load estimating model may be applied to a watershed to back-calculate the criteria
4016   concentration for an individual wetland from its load allocation. This approach to criteria
4017   determination also may be applied on a seasonal basis and should help States/Tribes relate their
4018   wetland criteria with their stream, lake, or estuarine criteria. It also may be particularly important
4019   for criteria developed for wetlands that cross State/Tribal boundaries.
4020
4021
4022   8.6    CRITERIA MODIFICATIONS
4023
4024   There may be specific cases identified by States or Tribes that require modification of
4025   established criteria, either due to unique wetland system characteristics or specific designated
4026   uses approved for a wetland. Two examples of acceptable criteria modifications are presented
4027   below.
4028
4029   SITE SPECIFIC CRITERIA
4030
4031   If a State or Tribe has additional information and data that indicate a different value or set of
4032   values is more appropriate for specific wetland systems than ecoregionally-derived criteria, the
4033   State or Tribe may decide to develop site-specific criteria modifications. This value can be
4034   incorporated into State or  Tribal water quality standards and submitted to EPA for approval.
4035
4036   DESIGNATED USE APPROACHES
4037
4038   Once a regional criterion has been established, it should be reviewed and calibrated periodically.
4039   Any State or Tribe in the region with similar classes of wetlands may elect to use the criterion as
4040   the basis for developing its own criteria to protect its designated uses for specific wetland
4041   classes. This is entirely appropriate as EPA expects criteria developed using one of the
4042   approaches recommended here will be protective of aquatic life in wetlands and scientifically
4043   defensible.
                                                   113

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4044
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4069
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4081          manipulation of nutrients  and water in a freshwater marsh: Effects on biomass,
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4089          of differing water regime and nutrient status on the Swan coastal plain, Western
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4091
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4098          of sediment and solution. Aquatic Botany 15:91-103.
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4101          Submersed Macrophytes. J. Ecol. 67(5): 1340.
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4164          development of transplants of the salt-marsh grass Spartina alterniflora. Estuaries
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4185   Chessman, B. C., K. M. Trayler, and J. A. Davis. 2002. Family- and species-level biotic indices
4186          for macroinvertebrates of wetlands on the Swan Coastal Plain, Australia. Marine and
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4212          restored Spartina marshes. Ecological Restoration 19:87-91.
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4220
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4222          nutrient-enriched and unenriched Everglades peatlands. Ecol. Appl. 3 (3): 446-458.
4223
4224   Craft C. B. and C. J. Richardson. 1998. Recent and long-term organic soil accretion and nutrient
4225          accumulation in the Everglades. Soil  Science Society of America Journal 62: 834-843
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4228          to nitrogen and phosphorus additions. Wetlands 15:258-271.
4229
4230   D'Angelo, E.M. and K.R. Reddy. 1994a. Diagenesis of organic matter in a wetland receiving
4231          hypereutrophic lake water. I. Distribution of dissolved nutrients in the soil and water-
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4234   D'Angelo, E.M. and K.R. Reddy. 1994b. Diagenesis of organic matter in a wetland receiving
4235          hypereutrophic lake water. II. Role of inorganic electron acceptors in nutrient release.
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4242          decomposing Typha glauca Godr. tissues at Eagle Lake, Iowa. AquaticBotany 16:75-89.
4243
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4245          and Typha domingensis Pers. in the Florida Everglades. Aqua Bot 40:203-224.
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4259          Assess 40:11-40.
4260
4261   Detenbeck, N. E., S. L. Batterman, V. J. Brady, J. C. Brazner, V. M. Snarski, D. L. Taylor, J. A.
4262          Thompson, and J. W. Arthur. 2000. A test of watershed classification systems for
4263          ecological risk assessment. Environmental Toxicology and Chemistry 19(4):1174-81.
4264
4265   Dodds, W. K., V. H. Smith, and B. Zander. 1997. Developing nutrient targets to control benthic
4266          chlorophyll levels in streams: A Case Study of the Clark Fork River. Water Res.
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4269   Donigian, A. S., Jr.,  B. R. Bicknell, L. C. Linker, J. Hannawald, C. Chang, and R. Reynolds.
4270          1990. Chesapeake Bay Program Watershed Model Application to Calculate Bay Nutrient
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5053    Young, R., C. A. Onstad, D. D. Bosch, and W. P. Anderson. 1987. AGNPS: Agricultural
5054          Non-Point Source Pollution Model: A watershed analysis tool. USD A-Agricultural
5055          Research Service. Conservation Research Report 35, 77 pp.
5056
5057    Zheng, L.; Stevenson, R. J. and C. Craft. 2004.  Changes In Benthic Algal Attributes During
5058       Salt Marsh Restoration.  Wetlands 24: 309-323.
5059
5060    Zrum, L. and B. J. Hann. 2002. Invertebrates associated with submersed macrophytes in a prairie
5061          wetland: Effects of organophosphorus insecticide and inorganic nutrients. Archiv fuer
5062          Hydrobiologie 154:413-45.
                                                 138

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        December 2006- DRAFT                            APPENDIX A: ACRONYM LIST AND GLOSSARY
5063                            APPENDIX A. ACRONYM LIST AND GLOSSARY
5064
5065
5066    ACRONYMS
5067
5068    ACOE/ACE/COE - Army Corps of Engineers
5069    AGNPS - Agricultural Nonpoint Source Pollution model
5070    ARS - Agricultural Research Service
5071    BACI - Before/After, Control/Impact
5072    BMP - Best Management Practice
5073    BuRec - Bureau of Reclamation
5074    CCC - Commodity Credit Corporation
5075    CENR - Committee for the Environment and Natural Resources
5076    CGP - Construction General Permit
5077    CHN - Carbon-Hydrogen-Nitrogen
5078    CPGL - Conservation of Private Grazing Land
5079    CPP - Continuing Planning Process
5080    CREP - Conservation Reserve Enhancement Program
5081    CRP - Conservation Reserve Program
5082    CSO - Combined Sewer Overflow
5083    CWA - Clean Water Act
5084    CZARA - Coastal Zone Act Reauthorization Amendment
5085    DIP - Dissolved inorganic phosphorus
5086    DO - Dissolved oxygen
5087    DOP - Dissolved organic phosphorus
5088    DRP - Dissolved reactive phosphorus
5089    ECARP - Environmental Conservation Acreage Reserve Program
5090    ED AS - Ecological Data Application System
5091    Eh - Redox potential
5092    EMAP - Environmental Monitoring and Assessment Program
5093    EQIP - Environmental Quality Incentive Program
5094    FDEP - Florida Department of Environmental Protection
5095    FIP - Forestry Incentive Program
5096    GIS - Geographic Information System
5097    GPS - Geospatial Positioning System
5098    GWLF - Generalized Watershed Loading Function
5099    HEL - Highly credible land
5100    HGM - Hydrogeomorphic approach
                                                      139

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        December 2006- DRAFT                            APPENDIX A: ACRONYM LIST AND GLOSSARY

5101    HSPF - Hydrologic Simulation Program - Fortran
5102    MFC A - Minnesota Pollution Control Agency
5103    NAAQS - National Ambient Air Quality Standard
5104    NASQAN - National Stream Quality Assessment Network
5105    NAWQA - National Water Quality Assessment
5106    NIS - Network Information System
5107    NIST - National Institute of Standards and Technology
5108    NOAA - National Oceanic and Atmospheric Administration
5109    NPDES - National Pollution Discharge Elimination System
5110    NPP - Net primary production
5111    NRCS - Natural Resources Conservation Service
5112    NSF - National Science Foundation
5113    NWI - National Wetlands Inventory
5114    OH EPA - Ohio EPA
5115    ONRW - Outstanding Natural Resource Waters
5116    PCB - Polychlorinated biphenyls
5117    PCS - Permit Compliance System
5118    PIP - Paniculate inorganic phosphorus
5119    POP - Paniculate organic phosphorus
5120    PSA - Particle size analysis
5121    QA/QC - Quality Assurance/Quality Control
5122    QC - Quality Control
5123    REMAP - Regional Environmental Monitoring and Assessment Program
5124    RF3-Reach File 3
5125    SCS - Soil Conservation Service
5126    SPARROW - Spatially Referenced Regressions on Watersheds
5127    SRP - Soluble reactive phosphorus
5128    STORET - Storage and Retrieval System
5129    SWAT - Soil and Water Assessment Tool
5130    TKN - Total Kjeldahl Nitrogen
5131    TMDL - Total Maximum Daily Load
5132    TP - Total Phosphorus
5133    TWINSPAN-
5134    USDA  - United States Department of Agriculture
5135    USEPA - United States Environmental Protection Agency
5136    USFWS - United States Fish and Wildlife Service
5137    USGS - United States Geological Survey
5138    WEBB - Water, Energy, and Biogeochemical Budgets
5139    WHIP - Wildlife Habitat Incentive Program
5140    WLA - Wasteload Allocation
5141    WQBEL - Water Quality Based Effluent Limit
5142    WQS - Water Quality Standard
5143    WRP -  Wetlands Reserve Program
                                                       140

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        December 2006- DRAFT                             APPENDIX A: ACRONYM LIST AND GLOSSARY

5144    GLOSSARY
5145
5146    biocriteria
5147    (biological criteria) Narrative or numeric expressions that describe the desired biological condition of aquatic
5148    communities inhabiting particular types of waterbodies and serve as an index of aquatic community health. (USEPA
5149    1994).
5150
5151    cluster analysis
5152    An exploratory multivariate statistical technique that groups similar entities in an hierarchical structure.
5153
5154    criteria
5155    Elements of State water quality standards, expressed as constituent concentrations, levels, or narrative statements,
5156    representing a quality of water that supports a particular use. When criteria are met, water quality will generally
5157    protect the designated use (40 C.F.R. 131.3(b)).
5158
5159    designated use(s)
5160    Uses defined in water quality standards for each waterbody or segment whether or not the use is being attained
5161    (USEPA 1994).
5162
5163    detritus
5164    Unconsolidated sediments comprised of both inorganic and dead and decaying paniculate organic matter inhabited
5165    by decomposer microorganisms (Wetzel 1983).
5166
5167    ecological unit
5168    Mapped units that are delineated based on similarity in climate, landform, geomorphology, geology, soils,
5169    hydrology, potential vegetation, and water.
5170
5171    ecoregion
5172    A region defined by similarity of climate, landform, soil, potential natural vegetation, hydrology, and other
5173    ecologically relevant variables.
5174
5175    emergent vegetation
5176    "Erect, rooted herbaceous angiosperms that may be temporarily to permanently flooded at the base but do not
5177    tolerate prolonged inundation of the entire plant; e.g., bulrushes (Scirpus spp.), saltmarsh cordgrass" (Cowardin et
5178    al. 1979).
5179
5180    eutrophic
5181    Abundant in nutrients and having high rates of productivity frequently resulting in oxygen depletion below the
5182    surface layer (Wetzel 1983).
5183
5184    eutrophication
5185    The increase of nutrients  in [waterbodies] either naturally or artificially by pollution (Goldman and Home 1983).
5186
5187    GIS (Geographical Information Systems)
5188    A computerized information system that can input, store, manipulate, analyze, and display geographically
5189    referenced data to support decision-making processes. (NDWP Water Words Dictionary)
5190
5191    HGM, hydrogeomorphic
5192    Land form characterized by a specific origin, geomorphic setting, water source, and hydrodynamic (NDWP Water
5193    Words Dictionary)
5194

                                                          141

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        December 2006- DRAFT                             APPENDIX A: ACRONYM LIST AND GLOSSARY

5 195    index of biotic integrity (IBI)
5 196    An integrative expression of the biological condition that is composed of multiple metrics. Similar to economic
5 197    indexes used for expressing the condition of the economy.
5198
5199    interfluve
5200    An area of relatively unchannelized upland between adjacent streams flowing in approximately the same direction.
5201
5202    lacustrine
5203    "Includes wetlands and deepwater habitats with all of the following characteristics: (1)
5204    situated in a topographic depression or a dammed river channel; (2) lacking trees, persistent emergents, emergent
5205    mosses or lichens with greater than 30% areal coverage; and (3) total area exceeds 8 ha (20 acres). Similar wetland
5206    and deepwater habitats totaling less than 8 ha are also included in the Lacustrine System if an active wave-formed
5207    or bedrock shoreline feature makes up all or part of the boundary, or if the water depth in the deepest part of the
5208    basin exceeds 2 m (6.6 feet) at low water.. .may be tidal or nontidal, but ocean-derived salinity is always less than
5209    0.5%" (Cowardin et al. 1979).
5210
5211    lentic
5212    Relatively still-water environment (Goldman and Home 1983).
5213
5214    limnetic
5215    The open water of a body of fresh water.
5216
5217    littoral
5218    Region along the shore of a non-flowing body of water.
5219
5220    lotic
5221    Running-water environment (Goldman and Home 1983).
5222
5223    macrophyte (also known as SAV-Submerged Aquatic Vegetation)
5224    Larger aquatic plants, as distinct from the microscopic plants, including aquatic mosses, liverworts, angiosperms,
5225    ferns, and larger algae as well as vascular plants; no precise taxonomic meaning (Goldman and Home  1983).
5226
5227
5228    micrograms per liter, 10"6 grams per liter
5229
5230    mg/L
523 1    milligrams per liter, 10"3 grams per liter
5232
5233    mineral soil flats
5234    Level wetland landform with predominantly mineral soils
5235
5236    minerotrophic
5237    Receiving water inputs from groundwater, and thus higher in salt content (major ions) and pH than ombrotrophic
5238    systems.
5239
5240    mixohaline
5241    Water with salinity of 0.5 to 30%, due to ocean salts.
5242
5243    M
5244    Molarity, moles of an element as concentration
5245

                                                         142

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        December 2006- DRAFT                             APPENDIX A: ACRONYM LIST AND GLOSSARY

5246    multivariate
5247    Type of statistics that relates one or more independent (explanatory) variables with multiple dependent (response)
5248    variables.
5249
5250    nutrient ecoregion
5251    Level II ecoregions defined by Omernik according to expected similarity in attributes
5252    affecting nutrient supply (http://www.epa.gov/OST/standards/ecomap.html)
5253
5254    oligotrophic
5255    Trophic status of a waterbody characterized by a small supply of nutrients (low nutrient release from sediments),
5256    low production of organic matter, low rates of decomposition, oxidizing hypolimnetic condition (high DO) (Wetzel
5257    1983).
5258
5259    palustrine
5260    "Nontidal wetlands dominated by trees, shrubs, persistent emergents, emergent mosses orlichens, and all such
5261    wetlands that occur in tidal areas where salinity due to ocean-derived salts is below 0.5%. It also includes wetlands
5262    lacking such vegetation, but with all of the following four characteristics: (1) area less than 8 ha (20 acres); (2)
5263    active wave-formed or bedrock shoreline features lacking; (3) water depth in the deepest part of basin less than 2 m
5264    at low water; and (4) salinity due to ocean-derived salts less than 0.5%" (Cowardin et al. 1979).
5265
5266    peatland
5267    "A type of wetland in which organic matter is produced faster than it is decomposed,
5268    resulting in the accumulation of partially decomposed vegetative material called Peat. In some mires peat never
5269    accumulates to the point where plants lose contact with water moving through mineral soil. Such mires, dominated
5270    by grasslike sedges, are called Fens. In other mires peat becomes so thick that the surface vegetation is insulated
5271    from mineral soil. These plants depend on precipitation for both water and nutrients. Such mires, dominated by acid
5272    forming sphagnum moss,  are called Bogs." (NDWP Water Words Dictionary)
5273
5274    periphyton
5275    Associated aquatic organisms  attached or clinging to stems and leaves of rooted plants or other surfaces projecting
5276    above the bottom of a waterbody (USEPA 1994).
5277
5278    pocosin
5279    Evergreen shrub bog, found on Atlantic coastal plain.
5280
5281    riverine wetland
5282    A hydrogeomorphic class of wetlands found in floodplains and riparian zones
5283    associated with stream or river channels.
5284
5285    slope wetland
5286    A wetland typically formed at a break in slope where groundwater discharges to
5287    the surface. Typically there  is  no standing water.
5288
5289    trophic status
5290    Degree of nutrient enrichment of a waterbody.
5291
5292    waters of the US
5293    Waters of the United States include:
5294    a. All waters that are currently used, were used in the past, or may be susceptible to use in interstate or foreign
5295    commerce, including all waters that are subject to the ebb and flow of the tide;
5296    b. All interstate waters, including interstate wetlands;

                                                           143

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        December 2006- DRAFT                              APPENDIX A: ACRONYM LIST AND GLOSSARY

5297    c. All other waters such as interstate lakes, rivers, streams (including intermittent streams), mudflats, sandflats,
5298    wetlands, sloughs, prairie potholes, wet meadows, playa lakes, or natural ponds the use, degradation, or destruction
5299    of which would affect or could affect interstate or foreign commerce including any such waters:
5300         1 That are or could be used by interstate or foreign travelers for recreational or                      other
5301    purposes;
5302         2  From which fish or shellfish are or could be taken and sold in interstate or foreign
5303         commerce; or
5304         3  That are used or could be used for industrial purposes by industries in interstate
5305         commerce;
5306    d. All impoundments of waters otherwise defined as waters of the United States under this definition;
5307    e. Tributaries of waters identified in paragraphs (a) through (d) of this definition;
5308    f. The territorial sea; and
5309    g. Wetlands adjacent to waters (other than waters that are themselves wetlands) identified in paragraphs (a) through
5310    (f) of this definition.
5311
5312    wetland(s)
5313    Those areas that are inundated or saturated by surface or groundwater at a frequency and duration sufficient to
5314    support, and that under normal circumstances do support, a prevalence of vegetation typically adapted for life in
5315    saturated soil conditions [EPA, 40 C.F.R.§ 230.3 (t) / USACE,33 C.F.R. § 328.3 (b)].
5316
                                                           144

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       December 2006- DRAFT	APPENDIX B: CASE STUDIES

5317   APPENDIX B. CASE STUDY 1: DERIVING A PHOSPHORUS CRITERION FOR THE
5318                  FLORIDA EVERGLADES
5319
5320   INTRODUCTION
5321
5322   The Everglades (Fig. 1) is the largest subtropical wetland in North America and is widely
5323   recognized for its unique ecological character.  It has been affected for more than a century by
5324   rapid population growth in south Florida. Roughly half of the ecosystem has been drained and
5325   converted to agricultural and urban uses.  Among other changes, the conversion of 500,000 acres
5326   of the northern Everglades to agriculture (the Everglades Agricultural Area or EAA) and the
5327   subsequent diking of the southern rim of Lake Okeechobee eliminated the normal seasonal flow
5328   of water southward from Lake Okeechobee, furthermore, the construction of a complex network
5329   of internal canals and levees disrupted the natural sheetflow of water through the system and
5330   created a series of impounded wetlands known as "Water Conservation Areas" or WCAs. This
5331   conversion from a hydrologically open to a highly managed wetland occurred gradually,
5332   beginning with the excavation of four major canals during the 1900-1910 period and culminating
5333   with the construction of the Central and South Florida Flood Control Project (CSFFCP) during
5334   the 1950s and 60s (Light and Dineen 1994).
5335
5336   The remnant Everglades is managed for multiple and often conflicting uses including water
5337   supply, flood control, and the hydrologic needs of the natural ecosystem. Water management
5338   operations have altered the quantity, quality, timing, and delivery of flows to the Everglades
5339   relative to the pre-disturbance system; some parts of the system  have been damaged by
5340   overdrainage, excessive flooding in other areas has stressed native vegetation communities.
5341   Changes to the seasonal pattern of flooding and drying have influenced many ecological
5342   processes, including changes in the dominant micro- and macro-phytic vegetation, declines in
5343   critical species, and the nesting success of wading bird populations that rely on drawdowns
5344   during a narrow window of time to concentrate fish prey. Canal inputs containing runoff from
5345   agricultural and urban lands contribute roughly 50% of flows to the managed system and have
5346   increased loads of nutrients and contaminants.  In particular, phosphorus (P) has been identified
5347   as a key limiting nutrient in the Everglades, and increased inputs of this nutrient have been
5348   identified as a significant factor affecting ecological processes and communities.
5349
5350   The primary source of P to the pre-disturbance Everglades was rainfall although seasonal flows
5351   from Lake Okeechobee likely contributed significant P to the northern fringe of the wetland.
5352   Prior to the implementation of P control efforts in the late 1990s, canal flows were estimated to
5353   contribute more than half of the P load to the managed Everglades (SFWMD 1992). Discharge
5354   from the EAA is the main source of water to the Everglades, with approximately 500,000 acre of
5355   farmland draining southward via SFWMD canals, and is the major source of anthropogenic P.
5356   Significant inputs also come from Lake Okeechobee, a naturally mesotrophic lake that has also
5357   been enriched by agricultural runoff. Several other agricultural and urban catchments contribute
5358

                                                  145

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       December 2006- DRAFT
                                                           APPENDIX B: CASE STUDIES
5359
5360
5361
5362
5363
5364
5365
5366
5367
 Appendix Bl. Figure Bl.l. Major hydrologic units of the remnant Florida Everglades (shaded
   region) including (from north to south) the A.R.M. Loxahacthee National Wildlife Refuge
   (LNWR), Water Conservation Area (WCA) 2A, WCA 3A, and Everglades National Park.
 Shaded lines represent the regional canal and levee system that conveys water southward from
Lake Okeechobee and the Everglades Agricultural Area to the Everglades and urban areas along
                                      the coast.
                                                146

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       December 2006- DRAFT	APPENDIX B: CASE STUDIES

5368   smaller amounts of P via canal discharges into various parts of the Everglades. However, in
5369   general, canal P concentrations and loads (and associated wetland concentrations) decline from
5370   north to south .
5371
5372   The history of P enrichment and associated ecological impacts is not well documented, but
5373   probably occurred at a limited scale for much of the last century. Early reports by the South
5374   Florida Water Management District (e.g., Gleason et al. 1975, Swift and Nicholas 1987) showed
5375   an expansion of cattail and changes in the periphyton community in portions of the northern
5376   Everglades receiving EAA runoff.  The severity and extent of P  impacts were more fully
5377   recognized by 1988 when the Federal Government sued the State of Florida for allowing P-
5378   enriched discharges and associated impacts to occur in the Everglades. Settlement of this
5379   lawsuit eventually resulted in the enactment of the Everglades Forever Act by the Florida
5380   Legislature in 1994, which required the Florida Department of Environmental Protection (FDEP)
5381   to derive a numeric water quality criterion for P that would "prevent ecological imbalances in
5382   natural populations of flora or fauna" in the Everglades. These legal and legislative events
5383   provided the basis for numerous research and monitoring efforts designed to better understand
5384   the effects of P enrichment and to determine levels of enrichment that produced undesirable
5385   ecosystem changes.
5386
5387   Research and monitoring were initiated by the State of Florida (the Florida Department of
5388   Environmental Protection and the South Florida Water Management District) and other
5389   university research groups (e.g., Duke University, Florida International University, University of
5390   Florida) to better understand ecological responses to anthropogenic P inputs and to identify a P
5391   concentration or range of concentrations that result in unacceptable degradation of the
5392   Everglades ecosystem.  This  case study reviews research and monitoring conducted by the State
5393   to derive a P criterion for the Everglades.  This criterion was proposed by the FDEP in 2001 and
5394   approved in 2003. This process is divided into 3 parts:
5395
5396   1.     Defining the reference (i.e., historical) conditions for P and the oligotrophic ecology of
5397          the Everglades;
5398
5399   2.     Determine the types of ecological impacts caused by P enrichment;
5400
5401   3.     Identify wetland P concentrations that produce these impacts, and determine a
5402          criterion that will protect the resource from those impacts.
5403
5404
5405   DEFINING THE REFERENCE CONDITION
5406
5407   Several sources of information were used to characterize reference conditions across the
5408   Everglades. Sampling in minimally impacted locations (i.e., reference sites) believed to best
5409   reflect historical conditions provided the quantitative basis for establishing reference conditions

                                                  147

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       December 2006- DRAFT	APPENDIX B: CASE STUDIES

5410   with respect to P concentrations and associated ecological conditions.  Where possible, this
5411   characterization was augmented by historical evidence.  Written accounts of surveys conducted
5412   during the 1800s and early 1900s provided useful qualitative data on past ecological conditions.
5413   Early scientific literature contained substantial information on large-scale vegetation patterns
5414   (e.g., Davis 1943, Loveless 1959).  Paleoecological assessments, including the dating and
5415   analysis of soil cores with respect to nutrient content and preserved materials such as pollen
5416   provided further information (e.g., Cooper and Goman 2001, Willard et al. 2001).
5417
5418   Predisturbance Everglades exhibited significant spatial and temporal variation, and, while its
5419   conversion to a smaller, more managed wetland resulted in the loss of some of this
5420   heterogeneity, the legacy of past variations in hydrology, chemistry, and biology remain in many
5421   areas.  Legislation mandating the development of a P criterion stipulated that natural variation in
5422   P concentrations and ecological conditions within the remnant ecosystem be considered.  This
5423   required that sampling efforts encompass the expected range of background variability in the
5424   remnant ecosystem. To ensure that spatial variation in P conditions were considered, sampling
5425   was conducted in all 4 major hydrologic  units: The Loxahatchee National Wildlife Refuge
5426   (LNWR), WCA-2A, WCA-3A, and Everglades National Park (see Fig. 1).
5427
5428   Water Column Phosphorus
5429
5430   Nutrient inputs to the Everglades were historically derived primarily from atmospheric
5431   deposition (rainfall and dry fallout), which is typically low in P. Historical loading  rates have
5432   been estimated from annual atmospheric P inputs in south Florida and reconstructions of P
5433   accumulation in Everglades soils and probably averaged less than 0.1 g P m^y"1 (SFWMD
5434   1992). Atmospheric inputs of P were augmented by inflows from Lake Okeechobee, which was
5435   connected by surface-water flows to the northern Everglades during periods of high water
5436   (Parker et al. 1955). While inflows from this historically eutrophic lake were undoubtedly
5437   enriched in P compared with the Everglades, the influence of these inputs were likely limited to
5438   wetlands along the lake's southern fringe (Snyder and Davidson 1994) as is demonstrated by the
5439   limited extent of pond apple and other vegetation that require more nutrients for growth than the
5440   sawgrass (Cladium jamaicense) that dominates most of the Everglades.
5441
5442   Interior areas of the Everglades generally retain the oligotrophic characteristics of the
5443   predrainage ecosystem and, thus, provide the best contemporary information on historical P
5444   concentrations. Water chemistry data were available for several interior locations that had been
5445   sampled by the State for many years. Median water-column TP concentrations at these stations
5446   ranged between 4 and 10 jig L"1, with lowest concentrations occurring  in southern areas that
5447   have been least affected by anthropogenic P loads (Fig. 3). Phosphorus concentrations >10 jig L"
5448   * were measured periodically at many of these sites. Isolated high P concentrations at reference
5449   stations were attributed to P released as a result of oxidation of exposed soils, increased fire
5450   frequency during droughts, and difficulties in collecting water samples that are not contaminated
5451   by flocculent wetland sediments when water depths are low. Data from reference sites may

                                                  148

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       December 2006- DRAFT	APPENDIX B: CASE STUDIES

5452   represent an upper estimate of historical TP concentrations in the Everglades since several
5453   stations are located in areas that either have been overdrained, a condition which promotes soil
5454   oxidation and P release, or so heavily exposed to canal inflows (e.g., WCA 2A) that some P
5455   inputs have likely intruded even into interior areas. However, in the absence of reliable
5456   historical data, these values were deemed as best available for defining reference condition.
5457
5458   Soil Phosphorus
5459
5460   Extensive soil mapping projects across interior portions of the central and northern Everglades
5461   indicate a reference  range for soil TP in the surface 0-10 cm of soil of between 200 and 500 mg
5462   kg"1 on a mass basis (DeBusk et al. 1994, Reddy et al. 1994a, Newman et al. 1997, Richardson et
5463   al. 1997a, Newman  et al. 1998). Fewer data are available from ENP, but available evidence
5464   indicates background concentrations of < 400 mg kg"1 (Doren et al.  1997). Soil P content also
5465   varies volumetrically as a function of changing soil bulk density. The typical bulk density of
5466   flooded Everglades  peat soils is approximately 0.08 g cm"3, whereas soils that have been
5467   subjected to extended dry out and oxidation can have bulk densities greater than 0.2 g cm"3
5468   (Newman etal. 1998). Increases in volumetric nutrient concentrations resulting from increased
5469   bulk density can have a stimulatory effect on plant growth even in the absence of external P
5470   inputs (see Chapter  2). Following correction for the varying bulk densities in the peat soils of
5471   the Everglades, a historical TP  concentration of <40 jig cm"3  may be applicable for most regions
5472   (DeBusk et al. 1994, Reddy et al. 1994a, Newman et al. 1997, Newman et al.  1998, Reddy et al.
5473   1998). In the LNWR, most of the interior area has soil TP < 20 jig TP cm"3 (Newman et al.
5474   1997).
                                                  149

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       December 2006- DRAFT
                                                               APPENDIX B: CASE STUDIES
                             1000
5475
5476
5477
5478
5479
5480
5481
5482
5483
5484
5485
5486
5487
5488
5489
5490
5491
5492
5493
5494
5495
5496
5497
5498
5499
                           O)
                           3.
                              100 A
                          £
                          i
                               10
                                                                O
                                                               ±
                                         LNWR     WCA2A      WCA3A
                                                   Hydrologic Unit
                                                                        ENP
                Appendix Bl. Figure Bl 3. Box plots showing surface-water P
                 concentrations at long-term monitoring stations in each major
                   hydrologic unit that illustrate the minimally impacted (i.e.,
                 reference) condition of the Everglades with respect to P.  The
                                                                    th
                 top, mid-line and bottom of each box represents the 75  , 50
                                                                       -.th
                              -th
                (median, and 25  percentile of data, respectively; the error bars
                  represent the 90th and 10th percentiles; open circles are data
                outside the 90th percentile; the dashed line is the analytical limit
                                      for TP (4 |ig I/1).
REFERENCE ECOLOGICAL CONDITIONS

The Everglades is perhaps the most intensively studied wetland in the world and, therefore, the
ecological attributes that defined the predisturbance structure and function of this ecosystem are
well understood compared with most wetlands. Clearly, not all of the valued ecological
attributes of this or any other wetland are affected directly by P enrichment. Thus, in order to
define the reference condition of the ecosystem with respect to the role of P, this assessment
focused on those processes and communities that are most sensitive to P enrichment.  Based on
available information and preliminary scoping studies, 5 ecological features were selected as
biotic response variables.  These features included three indicators of ecosystem structure, one
indicator of ecosystem function, and one indicator of landscape change. Structural indicators
included the periphyton community, dominant macrophyte populations, and the benthic
                                                   150

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       December 2006- DRAFT	APPENDIX B: CASE STUDIES

5500   macroinvertebrate community.  Diel fluctuations in water column DO provided an important
5501   indicator of shifts in aquatic metabolism.  The landscape indicator of change was the loss of
5502   open-water slough-wet prairie habitats—areas of high natural diversity and productivity.
5503
5504   Periphyton
5505
5506   Aquatic vegetation and other submerged surfaces in the oligotrophic Everglades interior are
5507   covered with periphyton, a community of algae, bacteria and other microorganisms. Periphyton
5508   accounts for a significant portion of primary productivity in sloughs and wet prairies (Wood and
5509   Maynard 1974, Browder et al. 1982, McCormick et al.  1998), and floating and attached
5510   periphyton mats provide an important habitat and food  source for invertebrates and small fish
5511   (Browder et al. 1994, Rader 1994). These mats store large amounts of P (approaching 1  kg TP
5512   m"2 in some locations) and, thus, may play a critical role in maintaining low P concentrations in
5513   reference areas (McCormick et  al. 1998, McCormick and Scinto  1999). Periphyton biomass and
5514   productivity peak towards the end of the wet season (August through October) and reach a
5515   minimum during the colder months of the dry  season (January through March). Periphyton
5516   biomass in open-water habitats  can exceed 1 kg m"2 during the wet season (Wood and Maynard
5517   1974, Browder et al. 1982, McCormick et al. 1998) when floating mats can become so dense as
5518   to cover the entire water surface. Aerobic conditions in slough-wet prairie habitats is maintained
5519   by the high productivity of this  community and the capacity of dense algal mats to trap oxygen
5520   released during photosynthesis  (McCormick and Laing 2003).
5521
5522   Two types of periphyton communities occur in reference areas of the Everglades.  Mineral-rich
5523   waters, such as those found WCA 2A and Taylor Slough (ENP),  support a periphyton
5524   assemblage dominated by a few species of calcium-precipitating  cyanobacteria and diatoms,
5525   while the soft-water interior of LNWR contain a characteristic assemblage of desmid green algae
5526   and diatoms.  Waters across much of the southern Everglades (WCA-3A and portions of ENP)
5527   tend to be intermediate with respect to mineral content  and contain some taxa from both
5528   assemblages.
5529
5530   The chemical composition of periphyton in the oligotrophic Everglades is indicative of severe P
5531   limitation. Periphyton samples  from reference areas of major hydrologic units within the
5532   Everglades are characterized by an extremely low P content (generally <0.05%) and extremely
5533   high N:P ratios (generally >60:1 w:w).  This observational evidence for P limitation is supported
5534   by experimental fertilization studies that have  shown that: 1) periphyton responds more strongly
5535   to P enrichment than to enrichment with other commonly limiting nutrients such as nitrogen
5536   (Scheldt et al. 1989, Vymazal et al. 1994); 2) periphyton changes in response to experimental P
5537   enrichment mimic those that occur along field nutrient gradients (McCormick and O'Dell 1996).
5538   Thus, it is well-established that  periphyton is strongly P-limited in reference areas of the
5539   Everglades.
5540
5541   Dissolved Oxygen

                                                 151

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       December 2006- DRAFT	APPENDIX B: CASE STUDIES

5542
5543   Interior Everglades habitats exhibit characteristic diel fluctuations in water-column dissolved
5544   oxygen (DO), although aerobic conditions are generally maintained throughout much or all of
5545   the diel cycle (Belanger et al. 1989, McCormick et al. 1997, McCormick and Laing 2003).  High
5546   daytime concentrations in open-water habitats (i.e., sloughs, wet prairies) are a product of
5547   photosynthesis by periphyton and other submerged vegetation.  These habitats may serve as
5548   oxygen sources for adjacent sawgrass stands, where submerged productivity is low (Belanger et
5549   al. 1989).  Oxygen concentrations decline rapidly during the night due to periphyton  and
5550   sediment microbial respiration and generally fall below the 5 mg L"1 standard for Class III
5551   Florida waters (Criterion 17-302.560(21), F.A.C.). However, these diurnal excursions are
5552   characteristic of reference areas throughout the Everglades (McCormick et al. 1997)  and are not
5553   considered a violation of the Class III standard (Nearhoof 1992).

5554   Vegetation
5555
5556   The vegetation communities characteristic of the pristine Everglades are dominated by species
5557   adapted to low P, seasonal patterns of wetting and drying, and periodic natural disturbances such
5558   as fire, drought and occasional freezes (Duever et al. 1994, Davis 1943, Steward and Ornes
5559   1983, Parker 1974). Major aquatic vegetation habitats in oligotrophic areas include sawgrass
5560   wetlands, wet prairies, and sloughs (Loveless 1959, Gunderson 1994). The spatial arrangement
5561   of these habitats is dynamic and controlled by environmental factors such as fire, water depth,
5562   nutrient availability and local topography (Loveless 1959).
5563
5564   Sawgrass (Cladium jamaicense) is the dominant macrophyte in the Everglades, and stands of this
5565   species compromise approximately 65 to 70% of the total vegetation cover of the Everglades
5566   (Loveless 1959). Wet prairies include a collection of low-stature, graminoid communities
5567   occurring on both peat and marl soils (Gunderson 1994). Dominant macrophyte taxa in these
5568   habitats include Rhynchospora, Panicum and Eleocharis (Loveless  1959,  Craighead  1971).
5569   Sloughs are deeper water habitats that remain wet most or all of the year and are characterized
5570   by floating macrophytes such as fragrant white water lily (Nymphaea odorata), floating hearts
5571   (Nymphoides Aquaticum) and spatterdock (Nuphar advena) (Loveless 1959, Gunderson 1994).
5572   Submerged aquatic plants, primarily  bladderworts (Utriculariafoliosa and U. purpurea in
5573   particular), also can be abundant in these habitats and, in the case of U. purpurea, provide a
5574   substrate for the formation of dense periphyton mats.
5575
                                                  152

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       December 2006- DRAFT	APPENDIX B: CASE STUDIES

5576   Several studies have concluded that macrophyte communities in the Everglades are P-limited.
5577   Sawgrass is adapted to the low-P conditions indicative of the pristine Everglades (Steward and
5578   Ornes 1975b, Steward and Ornes 1983). During field and greenhouse manipulations, sawgrass
5579   responded to P enrichment either by increasing the rate of growth or P uptake (Steward and
5580   Ornes 1975a, Steward and Ornes 1983, Craft et al. 1995, Miao et al. 1997, Daoust and Childers
5581   1999). Furthermore, additions of N alone had  no effect on sawgrass or cattail growth under low-
5582   P conditions (Steward and Ornes 1983, Craft et al. 1995). Recent experimental evidence in the
5583   Everglades National Park (Daoust and Childers 1999) has shown that other native vegetation
5584   associations such as wet prairie communities are also limited by P.
5585
5586   Historically, cattail (Typha spp.) was one of several minor macrophyte species native to the
5587   Everglades (Davis 1943, Loveless 1959). In particular, cattail is believed to have been
5588   associated largely with areas of disturbance such as alligator holes and recent burns (Davis
5589   1994). Analyses of Everglades peat deposits reveal no evidence of cattail peat although the
5590   presence of cattail pollen indicates its presence historically in some areas (Gleason and Stone
5591   1994, Davis et al. 1994, Bartow et al.  1996). Findings such as these confirm the historical
5592   presence of cattail in the Everglades but provide no evidence for the existence of dense cattail
5593   stands covering large areas (Wood and Tanner 1990) as now occurs in the northern Everglades.
5594   In contrast, sawgrass and water lily peats have been major freshwater Everglades soils for
5595   approximately 4,000 years (McDowell et al. 1969).

5596   Macroinvertebrates
5597
5598   Aquatic invertebrates (e.g., insects, snails, and crayfish) represent a key intermediate position  in
5599   energy flow through the Everglades food web as these taxa are the direct consumers of primary
5600   production and, in turn, are consumed by vertebrate predators. Invertebrates occupy several
5601   functional niches within the Everglades food web; however, most taxa are direct consumers of
5602   periphyton and/or plant detritus (e.g., Rader and Richardson 1994, McCormick et al. 2004).
5603   Rader (1994) sampled both periphyton and macrophyte habitats in this same area and, based on
5604   the proportional abundance of different functional groups, suggested that grazer (periphyton) and
5605   detrital (plant) pathways contributed equally to energy flow in low-nutrient areas of the
5606   Everglades.
5607
5608   The macroinvertebrate fauna of the Everglades is fairly diverse (approximately 200 taxa
5609   identified) and is dominated by Diptera (49 taxa),  Coleoptera (48 taxa), Gastropoda (17 taxa)
5610   Odonata (14 taxa), and Oligochaeta (11 taxa) (Rader  1999). Most studies have focused on a few
5611   conspicuous species (e.g., crayfish and apple snails) considered to be of special importance to
5612   vertebrate predators, and relatively little is known about the distribution and environmental
5613   tolerances of most taxa.  An assemblage of benthic microinvertebrates (meiofauna) dominated by
5614   Copepoda and Cladocera is also present in the  Everglades (Loftus et al. 1986), but even less is
5615   known about the distribution and ecology of these organisms.
5616

-------
       December 2006- DRAFT	APPENDIX B: CASE STUDIES

5617   Invertebrates are not distributed evenly among Everglades habitats but, instead, tend to be
5618   concentrated in periphyton-rich habitats such as sloughs.  In an early study, Reark (1961) noted
5619   that invertebrate densities in ENP were higher in periphyton habitats compared with sawgrass
5620   stands. Rader (1994) reported similar findings in the northern Everglades and found mean
5621   annual invertebrate densities to be more than six-fold higher in sloughs than in sawgrass  stands.
5622   Invertebrate assemblages in sloughs were more species-rich and contained considerably higher
5623   densities of most dominant invertebrate groups. Functionally, slough invertebrate assemblages
5624   contained similar densities of periphyton grazers and detritivores, compared with a  detritivore-
5625   dominated assemblage in sawgrass stands. Higher invertebrate densities in sloughs were
5626   attributed primarily to abundant growths of periphyton and submerged vegetation, which provide
5627   oxygen and a source of high- quality food.
5628
5629
5630   QUANTIFYING P IMPACTS
5631
5632   A targeted design (see Chapter 4 of this document) was used to quantify changes in key
5633   ecological attributes in response to P enrichment  Discharges of canal waters through fixed
5634   water-control structures are the primary source of anthropogenic P for the Everglades and
5635   produce P gradients that extend several kilometers into the wetland in several locations.  These
5636   gradients have existed for several decades and provided the clearest example of the long-term
5637   ecological impacts associated with P enrichment.  Monitoring was conducted along gradients in
5638   different parts of the Everglades to assess ecological responses to P enrichment. Fixed sampling
5639   stations were located along the full extent of each gradient to document ecological conditions
5640   associated with increasing levels of P enrichment. Intensive monitoring was performed along
5641   gradients in two northern Everglades wetlands, WCA 2A and the LNWR.  WCA 2A is a
5642   mineral-rich, slightly basic peatland and contains the most pronounced and well studied P
5643   gradient in the Everglades, whereas LNWR is a soft-water, slightly acidic peatland.  These two
5644   wetlands represent the most extreme natural  water chemistry conditions in the Everglades and
5645   support distinct periphyton assemblages and macrophyte populations while sharing dominant
5646   species such as sawgrass and water lily. Less intensive sampling along gradients in other parts
5647   of the Everglades (WCA 3 A and ENP) to confirm that P relationships were consistent across the
5648   wetland.
5649
5650   Chemical and biological conditions were measured at each sampling station along the two
5651   intensively sampled gradients.  Repeated sampling, sometimes  over several years was performed
5652   to ensure that temporal variation in each metric was considered in the final  data analysis.
5653   Monthly surface-water sampling and less frequent soil sampling were performed to quantify P
5654   gradients in each area. Diel DO regimes, periphyton, and benthic macroinvertebrates were
5655   sampled quarterly when surface water was present. Macrophyte sampling included ground-
5656   based methods to document shifts  in species composition and remote sensing to determine
5657   changes in landscape patterns.  The hydrology of each site was characterized to determine
                                                  154

-------
       December 2006- DRAFT	APPENDIX B: CASE STUDIES

5658   whether P gradients were confounded with hydrologic gradients, which can also exert a strong
5659   influence on ecological patterns.
5660
5661   Numerous field experiments have been conducted to quantify ecological responses to P
5662   enrichment and to better understand how interactions between P enrichment and other factors
5663   such as hydrology may affect these responses. The design of these experiments varied in
5664   complexity with respect to size and dosing regime depending on the specific objective of each
5665   study and has included enclosed fertilizer plots (e.g., Craft et al. 1995), semi-permeable
5666   mesocosms  receiving periodic P additions to achieve fixed loading rates in the form of periodic
5667   additions (e.g., McCormick and O'Dell 1996), flumes receiving semi-continuous enrichment at a
5668   fixed rate (Pan et al. 2000), and flumes receiving flow-adjusted dosing to achieve constant
5669   inflow concentrations (Childers et al. 2002).  These experiments were useful in establishing the
5670   causal nature of responses to P enrichment documented along the P gradients described above.
5671
5672
5673   GRADIENT P CONCENTRATIONS

5674   Strong gradients in P  concentrations were documented downstream of canal discharges into most
5675   Everglades wetlands (Fig. 4).  Inflow TP concentrations in from 1996-1999 have averaged as
5676   high as 100 jig L"1 as  compared with reference and pre-disturbance concentrations < 10 jig L"1.
5677   The degree and spatial extent of P enrichment varies among areas depending on the source and
5678   magnitude of inflows. The most extensive enrichment has occurred in the northern Everglades
5679   near EAA inflows, while southern areas (e.g., ENP) have been relatively less affected. The most
5680   extensive enrichment has occurred in WC A-2 A, which, unlike other areas, receives most of its
5681   water from canal discharges.  Soil TP was strongly correlated with surface-water concentrations
5682   and exceeded 1500 mg kg"1 at the most enriched locations as compared with concentrations <
5683   500 mg kg"1 in reference areas. In general, this enrichment effect is limited to the surface  30 cm
5684   of soil depth (Reddy et al. 1998).
                                                 155

-------
       December 2006- DRAFT
                                                            APPENDIX B: CASE STUDIES
                       150
                    O)
                       120 -
                    0.
                    I-   90
                    C
                    E
                    3
                    O   60
                    O
                    0)
                    +J
                    (0
                        30 -
5685
5686
5687
5688
5689
5690
5691
5692
5693
5694
5695
5696
5697
5698
5699
5700
5701
5702
5703
5704
5705
5706
5707
                                        4     6      8     10     12
                                       Distance from canal (km)
                                                                14
16
                       Appendix B2 Figure B2.4. Mean water-column TP
                   concentrations (1996-1999) at long-term monitoring stations
                   downstream of canal discharges in two northern Everglades
                 wetlands, WCA 2A (circles connected by  solid line) and LNWR
                    (squares connected by dashed line). Error bars are + 1 SE.
ECOLOGICAL RESPONSES TO P ENRICHMENT

Periphyton

Periphyton responses to P enrichment include changes in productivity, biomass, and species
composition.  Periphyton rapidly accumulates P from the water (McCormick et al. 2001, Noe et
al. 2003), and, thus, a strong relationship between P concentrations in the water and periphyton
is maintained along the P gradients (Grimshaw et al. 1993, McCormick et al. 1996). In fact,
increases in periphyton P may provide one of the earliest signals of P enrichment (e.g., Gaiser et
al. 2004).  Rapid increases in periphyton photo synthetic activity and growth rates occur in
response to P enrichment (e.g., Swift and Nicholas 1987, McCormick et al. 1996, McCormick et
al. 2001).  All of these responses are consistent with the P-limited nature of Everglades
periphyton.
                                                 156

-------
       December 2006- DRAFT
                                                             APPENDIX B: CASE STUDIES
5708
5709
5710
5711
5712
5713
5714
5715
5716
5717
5718
5719
5720
5721
5722
5723
5724
5725
5726
5727
Paradoxically, these physiological responses are associated with sharply lower periphyton
biomass in P-enriched areas due to the loss of the abundant community of calcareous
cyanobacteria and diatoms that is indicative of mineral-rich reference areas. This community is
replaced by a eutrophic community of filamentous cyanobacteria, filamentous green algae, and
diatoms in areas having even slightly elevated P concentrations. For example, McCormick and
O'Dell (1996) found that the calcareous assemblage that existed at low water-column P
concentrations (TP = 5 to  7 jig L"1) was replaced by a filamentous green algal assemblage at
moderately elevated concentrations (TP = 10 to 28 jig L"1) and by eutrophic cyanobacteria and
diatoms species at even higher concentrations (TP = 42 to 134 jig L"1).  These results are
representative of those documented by other investigators (e.g., Swift and Nicholas 1987, Pan et
al. 2000).  Taxonomic changes in response to controlled P enrichment in field experiments have
been shown to be similar to those documented along field enrichment gradients (Fig. 5), thereby
providing causal evidence that changes in the periphyton assemblage were largely a product of P
enrichment (McCormick and O'Dell 1996, Pan et al. 2000).
                                  100
                                         Mesocosms
                                                         Transects
                                         Loading rate
                                                       Water Column P
                                                         (M9 TP L-1)
              Appendix Bl. Figure B1.5. Changes in percent biomass (as biovolume)
              of major algal groups in field enclosures dosed weekly with different P
                loads (left panel) and along a P enrichment gradient downstream of
                                                 157

-------
       December 2006- DRAFT	APPENDIX B: CASE STUDIES

5728                    canal discharges (right panel) in WCA 2A. From McCormick and
5729                                            O'Dell 1996.
5730
5731   Community metabolism and dissolved oxygen concentrations
5732
5733   Phosphorus enrichment causes a shift in the balance between autotrophy and heterotrophy in the
5734   water column as a result of contrasting effects on periphyton productivity and microbial
5735   respiration. Rates of aquatic primary productivity (P) and respiration (R) are approximately
5736   balanced (P:R ratio =1) across the diel cycle in minimally impacted sloughs throughout the
5737   Everglades (Belanger et al., 1989; McCormick et al., 1997). In contrast, respiration rates exceed
5738   productivity by a considerable margin (P:R ratio « 1) at enriched locations. This change is
5739   related primarily to a large reduction in areal periphyton productivity as a result of shading by
5740   dense stands of cattail  (Typha domingensis) that form a nearly continuous cover in the most
5741   enriched areas (McCormick and Laing, 2003).  Increased cattail production also stimulates
5742   microbial respiration (e.g., sediment oxygen demand) (e.g., Belanger et al. 1989) due to an
5743   increase in the quantity and decomposability of macrophyte litter.
5744
5745   The shift towards dominance of heterotrophic processes with P enrichment, in turn, affects
5746   dissolved oxygen (DO) concentrations in enriched areas. For example, DO concentrations at an
5747   enriched site in WCA 2A rarely exceeded 2 mg L"1 compared with concentrations as high as 12
5748   mg L"1 at reference locations (McCormick et al., 1997). Depressed water-column DO
5749   concentrations have subsequently been documented in enriched areas of WCA 2A and the
5750   LNWR (Fig. 6) and confirmed in experimental P-enrichment studies (McCormick and Laing
5751   2003). Declines in DO along field P gradients were steepest within a range of water-column TP
5752   concentrations roughly between 10 and 30 jig L"1. Lower DO in enriched areas are associated
5753   with other changes including an increase in anaerobic microbial processes and a shift in
5754   invertebrate species composition toward species tolerant of low DO, described later in this  study.
5755
5756   Macrophytes
5757
5758   Nutrient enrichment initially stimulates the growth of existing vegetation as evidenced by
5759   increased plant P content, photosynthesis, and biomass production as it does for periphyton.
5760   Persistent enrichment eventually produces a shift in vegetation composition toward species
5761   better adapted to rapid growth and expansion under  conditions of high P availability.  Two major
5762   shifts in Everglades plant communities have been documented along P  gradients, including: 1)
5763   the replacement of sawgrass stands by cattail; 2) the replacement of slough-wet prairie habitat by
5764   cattail.
5765
5766   Sawgrass populations in the Everglades have life-history characteristics indicative of plants
5767   adapted to low-nutrient environments (Davis 1989, Davis 1994, Miao and  Sklar 1998).
5768   Sawgrass responses to P enrichment include an increase in tissue P, plant biomass, P storage,
5769   annual leaf production and turnover rates, and seed production (e.g., Davis 1989, Craft and
5770   Richardson 1997, Miao and Sklar 1998).  Cattail is characterized by a high growth rate, a short

                                                  158

-------
       December 2006- DRAFT
                                                              APPENDIX B: CASE STUDIES
5771
5772
5773
5774
life cycle, high reproductive output, and other traits that confer a competitive advantage under
enriched conditions (Davis 1989, Davis 1994, Goslee and Richardson 1997, Miao and Sklar
1998).
                                      WCA-2A
                                                          LNWR
1
o
a
c
re

4

8
Q
$
0°? °
O an
r^ 0.71 2
p < 0.001


O
O
o
o
0 0
o
0 0
Off 0
? ,
0
0 °
o
r2 = 0.314
p = 0.004

0
o
^)
£ 6
O
a .
Minimum
3 10 t

B
0
Cti
®*&Q
1^ = 0.615
p < 0.001


0
rfh oQ
                                                                          r2 = 0.436
                                                                          p < 0.001
                                                            0°
requency <1 mg/L(0/
yc ,
50
25
n .
I2 = 0.692
0 p < 0.001
O
o°8°0 <# o
%% ^°
0 0
o
00
o o
o o
                                                                          r2 = 0.489
                                                                        O p < 0.001
                                                                o
                                                                o
                                                              o
                                                             o.
                                                                eP
5775
5776
5777
5778
5779
5780
5781
5782
5783
5784
                             0     30    60    90    120  0    10    20    30    40
                                            Water-column TP (Mg/L)
     Appendix Bl. Figure Bl. 6. Relationship between water-column DO metrics and TP
   concentration at several stations and time intervals along P gradients downstream of canal
 discharges into 2 northern Everglades wetlands (see Fig.  1 for map).  Total P concentrations are
   mean values for all samples (n = 3 to 6) collected during the 3-month period preceding DO
     measurements, which were typically collected over 3-4 diel cycles using dataloggers.
      Correlation coefficients are Spearman rank coefficients based on all data in the plot.
                        Adapted from McCormick and Laing 2003.
                                                  159

-------
       December 2006- DRAFT
                                                       APPENDIX B: CASE STUDIES
5785   Measurements and controlled enrichment experiments have shown that cattail growth rates
5786   exceed those of sawgrass under enriched conditions (Davis 1989, Newman et al. 1996, Miao and
5787   DeBusk 1999). The replacement of sawgrass by cattail in P enriched areas may be facilitated by
5788   disturbances such as flooding or severe fires that weaken or kill sawgrass plants and create
5789   openings.  Consequently, sawgrass distributional patterns were not as clearly related to P
5790   gradients as were other ecological indicators of enrichment.
5791
5792   Sloughs and wet prairies appear to be particularly sensitive to replacement by cattail under P-
5793   enriched conditions, possibly due to the sparser vegetation cover in these habitats.  The process
5794   of slough enrichment and replacement by cattail as shown in  satellite imagery is supported by
5795   ground-based sampling methods (McCormick et al. 1999) that documented changes in slough
5796   vegetation and encroachment of these habitats by cattail in areas where soil TP concentrations
5797   averaged between 400 and 600 mg kg"1 and water-column TP in recent years averaged > 10 jig
5798   L"1. Eleocharis declined in response to increased soil P, Nymphaea was stimulated by
5799   enrichment and was dominant in slightly enriched sloughs. Increased occurrence of cattail in
5800   sloughs was associated with a decline in Nymphaea, probably as a result of increased shading of
5801   the water surface. These findings are consistent with those of Vaithiyanathan et al. (1995) who
5802   documented a decline in slough habitats along this same nutrient gradient and the loss of
5803   sensitive taxa such as Eleocharis at locations where soil TP exceeded 700 mg kg"1. As discussed
5804   by McCormick et al. (2002), loss of these open-water areas is a  sensitive landscape indicator of P
5805   enrichment (Fig. 7).
                         80 -
5806
5807
5808
5809
5810
                                       4     6     8     10     12
                                       Distance from canal (km)
                                                                        16
Figure Bl. 7. Changes in the percentage of open-water (i.e., sloughs, wet prairies,
 or other opening caused by natural disturbance or airboats) cover at 94 locations
      along a P enrichment gradient in WCA 2A as determined using aerial
                                                  160

-------
       December 2006- DRAFT	APPENDIX B: CASE STUDIES

5811           photography. Gray line shows the mean (+ 1 SE) water-column TP concentration
5812                  (1996-1999) at 15 long-term monitoring stations along the gradient.
5813
5814    Benthic Macroinvertebrates
5815
5816    Macroinvertebrates are the most widely used biological indicator of water quality impacts, and
5817    several changes that occur in this community along P enrichment gradients in the Everglades are
5818    similar to those documented in response to eutrophication in other aquatic ecosystems. Several
5819    studies have documented an overall increase in macroinvertebrate abundance with increasing P
5820    enrichment (Rader and Richardson 1994, Trexler and Turner et al. 1999, McCormick et al.
5821    2004). However, differences in sampling methodology have apparently produced conflicting
5822    results with respect to changes in species richness and  diversity. For example, Rader and
5823    Richardson (1994) documented an increase in both macroinvertebrate species richness and
5824    diversity with P enrichment in open-water (i.e., low emergent macrophyte cover) habitats and
5825    concluded that enrichment had not impacted this community. McCormick et al. (2004) however,
5826    using a landscape approach that involved habitat-weighted sampling, found little change in either
5827    species richness or diversity in response to enrichment. This latter study accounted for the
5828    decline in the cover of habitats such as sloughs and wet prairies, which contain the most diverse
5829    and abundant macroinvertebrate communities (Rader 1994). McCormick et al. (2004) also
5830    documented a  pronounced shift in community composition with increasing P enrichment as taxa
5831    characteristic of the oligotrophic interior of the wetland are replaced by common pollution-
5832    tolerant taxa of oligochaetes and chironomids. These  changes were indicative of habitat
5833    degradation as determined using biotic indices derived by the Florida DEP to assess stream
5834    condition based on macroinvertebrate composition (results available at
5835    http ://www. epa. gov/owow/wetlands/bawwg/case/fl2.html).
5836
5837    As for many other P-induced biological changes, the greatest change in the macroinvertebrate
5838    community occurred in response to relatively small increases in P concentration. Along field
5839    enrichment gradients, community shifts were associated with increases in water-column TP
5840    above approximately 10  ug L"1 (McCormick et al. 2004).  Similarly, Qian et al. (2004)
5841    documented several  shifts in community structure and  function in response to long-term
5842    experimental dosing at average concentrations of approximately 10-15 ug L"1.
5843
5844    ESTABLISHING A P CRITERION
5845
5846    The FDEP was charged with reviewing and analyzing available P and ecological data collected
5847    throughout the Everglades to establish a numeric P criterion. A brief summary of this process is
5848    provided here  and more detailed can be found in Payne et al (2002, 2003; both available at
5849    http://www.sfwmd.gov/sfer/previ ous_ecr.html).
5850
5851    The narrative nutrient standard for Class III Florida waters such as the Everglades states that "in
5852    no case shall nutrient concentrations of a body of water be altered so as to cause an imbalance in
5853    natural populations of aquatic flora and fauna." The FDEP approach to detecting violations  of

                                                  161

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       December 2006- DRAFT	APPENDIX B: CASE STUDIES

5854   this standard with respect to surface-water P concentrations in the Everglades was to test for
5855   statistically significant departures in ecological conditions from those at reference sites, i.e.,
5856   interior sampling locations with background P concentrations. Biological and chemical data
5857   collected along anthropogenic P gradients throughout the Everglades were analyzed to determine
5858   P concentrations associated with such departures. Results showed that sampling sites with
5859   average (geometric mean) surface-water TP concentrations significantly greater than 10 ppb
5860   consistently exhibited significant departures in ecological condition from that of reference sites.
5861   A key finding supporting this concentration as the standard was the fact that multiple changes in
5862   each of the major indicator groups - periphyton, dissolved oxygen, macrophytes, and
5863   macroinvertebrates - all occurred at or near this same concentration (e.g., Payne et al. 2001).
5864
5865   Data from field and laboratory experiments conducted by various research groups provided
5866   valuable supporting information for understanding responses to P enrichment.  While such
5867   experiments were not used directly to derive the P criterion, they established cause-effect
5868   relationships between P enrichment and ecological change that supported correlative
5869   relationships documented along field P gradients. For example, McCormick and O'Dell (1996)
5870   and Pan et al. (2000) showed that major shifts in periphyton species composition documented
5871   along field P gradients matched those elicited by controlled P dosing in field enrichment
5872   experiments. McCormick and Laing (2003) confirmed that controlled P enrichment produced
5873   declines in water-column DO similar to those measured along the gradients. Macroinvertebrate
5874   community changes were documented experimentally Qian et al. (2004).
5875
5876   While the criterion established a surface-water concentration of 10 ug L"1  TP as protective of
5877   native flora and fauna, the methodology used to measure compliance with the criterion needed to
5878   normalize background fluctuations in concentration.  Additional analyses of P data collected
5879   over several years at reference sites was used to set both a longer-term average concentration and
5880   a shorter-term maximum concentration for each site.  Based on these analyses, the FDEP
5881   concluded that annual maximum concentrations at a given sampling location should not exceed
5882   15 ug L"1 TP while long-term while 5-year average concentrations should not exceed 10 ug L"1
5883   TP. These limits would be applied to reference areas to ensure no further degradation and to
5884   areas  already impacted by P enrichment to gauge the rate and extent of recovery in response to a
5885   suite of P control measures including agricultural BMPs and the construction of treatment
5886   wetlands to remove P from surface runoff prior to being discharged into the Everglades.
5887
                                                  162

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       December 2006- DRAFT	APPENDIX B: CASE STUDIES

5888   LITERATURE CITED
5889
5890   Bartow, S. M., Craft, C. B., and Richardson, C. J., Reconstructing historical changes in
5891          Everglades plant community composition using pollen distributions in peat, Journal of
5892          Lake and Reservoir Management, 12, 313, 1996.
5893
5894   Belanger, T. V., Scheldt, D. J., and Platko, J. R.  II, Effects of nutrient enrichment on the Florida
5895          Everglades, Lake and Reservoir Management, 5, 101, 1989.
5896
5897   Browder, J.A., Cottrell, D., Brown, M., Newman, M., Edwards, R., Yuska, J., Browder, M., and
5898          Krakoski, J., Biomass and Primary Production of Microphytes and Macrophytes in
5899          Periphyton Habitats of the Southern Everglades, Report T-662, South Florida Research
5900          Center, Homestead, FL., 1982.
5901
5902   Browder, J. A., Gleason, P. J., and Swift, D. R., Periphyton in the Everglades: spatial variation,
5903          environmental correlates, and ecological implications, in Everglades: The Ecosystem and
5904          It's Restoration, Davis, S. M. and Ogden, J. C., Eds., St. Lucie Press, Delray Beach,
5905          Florida, 1994, 379.
5906
5907   Childers, D.L., R.D. Jones, J.C. Trexler,  C. Buzzelli,  S. Dailey, A.L. Edwards, E.E. Gaiser, K.
5908          Jayachandaran, A. Kenne, D. Lee, J.F. Meeder, J.H.K. Pechman, A. Renshaw, J.
5909          Richards, M. Rugge, LJ. Scinto,  P. Sterling, and W. Van Gelder, 2002.  Quantifying the
5910          effects of low level phosphorus enrichment on unimpacted Everglades wetlands with in
5911          situ flumes and phosphorus dosing. In Porter, J. and Porter, K.  (eds). The Everglades,
5912          Florida Bay and Coral Reefs of the Florida Keys:  An Ecosystem Sourcebook. CRC
5913          Press. Boca Raton, FL. Pages 127-152.
5914
5915   Cooper, S. R., and Goman, M., Historical changes in water quality and vegetation in WCA-2A
5916          as determined by paleoecological analyses, in An Integrated Approach to Wetland
5917          Ecosystem Science: The Everglades Experiments, Richardson, C. J., Ed., Springer-
5918          Verlag, New York, 2001, in press.
5919
5920   Craft, C. B., Vymazal, J., and Richardson, C. J., Response of Everglades plant communities to
5921          nitrogen and phosphorus additions, Wetlands, 15, 258, 1995.
5922
5923   Craft, C. B., and Richardson, C. J., Relationships between soil nutrients and plant species
5924          composition in Everglades peatlands, Journal of Environmental Quality, 26, 224, 1997.
5925
5926   Craighead, F. C., The Trees of South Florida Vol I: The Natural Environments and Their
5927          Succession, University of Miami  Press, Coral Gables, Florida, 1971.
5928
                                                 163

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5929   Daoust, R. J., and Childers, D. L., Controls on emergent macrophyte composition, abundance,
5930          and productivity in freshwater Everglades wetland communities, Wetlands., 19, 262,
5931          1999.
5932
5933   Davis, J. H., Jr., The Natural Features of South Florida, Especially the Vegetation, and the
5934          Everglades, Bulletin No. 25, Florida Geological Survey, 1943.
5935
5936   Davis, S. M., Sawgrass and cattail production in relation to nutrient supply in the Everglades, in
5937          Freshwater Wetlands and Wildlife, Sharitz, R. R., and Gibbons, J. W., Eds., USDOE
5938          Office of Scientific and Technical Information, Oak Ridge, Tennessee, 1989, 325.
5939
5940   Davis, S. M., Gunderson, L. H., Park, W. A., Richardson, J., and Mattson, J., Landscape
5941          dimension, composition, and function in a changing Everglades ecosystem, in
5942          Everglades: The Ecosystem and It's Restoration, Davis, S. M., and Ogden, J. C., Eds., St.
5943          Lucie Press, Delray Beach, Florida, 1994, 419.
5944
5945   DeBusk, W. F., Reddy, K. R., Koch, M. S., and Wang, Y.,  Spatial distribution of soil nutrients in
5946          a northern Everglades marsh - Water Conservation Area 2A, Soil Science Society of
5947          America Journal,  58, 543, 1994.
5948
5949   Doren, R. F., Armentano, T. V., Whiteaker, L. D., and Jones, R. D., Marsh vegetation patterns
5950          and soil phosphorus gradients in the Everglades ecosystem. Aquatic Botany, 56, 145,
5951          1997.
5952
5953   Duever, M. J., Meeder, J. F., Meeder,  L. C., and McCollom, J. M., The climate of south Florida
5954          and its role in shaping the Everglades ecosystem, in Everglades: The Ecosystem and It's
5955          Restoration, Davis, S. M. and Ogden, J.  C., Eds., St. Lucie Press, Delray Beach, Florida,
5956          1994,225.
5957
5958   Gaiser, E.E., L.J. Scinto, J.H. Richards, K. Jayachandran, D.L. Childers, J.C. Trexler, and R.D.
5959          Jones.  2004.  Phosphorus in periphyton mats provides the best metric for detecting low-
5960          level P enrichment in an oligotrophic wetland.  Water Research 38:507-516.
5961
5962   Gleason, P. J., Stone, P. A., Age, origin, and evolution of the Everglades peatland, in
5963          Everglades: The Ecosystem and It's Restoration, Davis, S. M. and Ogden, J. C., Eds., St.
5964          Lucie Press, Delray Beach, Florida, 1994, 149.
5965
5966   Gleason, P. J., Stone, P. A., Hallett, D., and Rosen, M., Preliminary report on the effect of
5967          agricultural runoff on the  periphytic algae of Conservation Area 1, Unpublished report,
5968          Central and Southern Flood Control District, West Palm Beach, FL, 1975.
5969
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5970   Goslee, S. C., and Richardson, C. J., Establishment and seedling growth of sawgrass and cattail
5971          from the Everglades, in Effects of Phosphorus and Hydroperiod Alterations on
5972          Ecosystem Structure and Function in the Everglades, Richardson, C. J., Craft, C. B.,
5973          Quails, R. G., Stevenson, R. J., Vaithiyanathan, P., Bush, M., and Zahina, J., Duke
5974          Wetland Center publication # 97-05, Report to the Everglades Agricultural Area
5975          Environmental Protection District, 1997, chap. 13.
5976
5977   Grimshaw, H. J., Wetzel, R. G., Brandenburg, M., Segerblom, M., Wenkert, L. J., Marsh, G. A.,
5978          Charnetzky, W., Haky, J. E., and Carraher, C., Shading of periphyton communities by
5979          wetland emergent macrophytes: decoupling of algal photosynthesis from microbial
5980          nutrient retention, Archive fur Hydrobiologie, 139, 17, 1997.
5981
5982   Gunderson, L. H., Vegetation of the Everglades: determinants of community composition, in
5983          Everglades: The Ecosystem and It's Restoration, Davis, S. M., and Ogden, J. C., Eds., St.
5984          Lucie Press, Delray Beach, Florida, 1994, 323.
5985
5986   Light, S.S., and J.W. Dineen. 1994. Water control in the Everglades: an historical perspective.
5987          Pages 47-84 in S.M. Davis and J.C. Ogden (eds.), Everglades: the ecosystem and its
5988          restoration. St Lucie Press, Delray Beach, FL.
5989
5990   Loftus, W. F., Chapman, J. D., and Conrow, R., Hydroperiod effects on Everglades marsh food
5991          webs, with relation to marsh restoration efforts, in Fisheries and Coastal Wetlands
5992          Research, Larson, G., and Soukup, M., Eds., Volume 6  of the Proceedings of the  1986
5993          Conference on Science in National Parks, US NFS and  The George Wright Society, Ft.
5994          Collins, CO,  1986, 1.
5995
5996   Loveless, C. M., A study of the vegetation of the Florida Everglades, Ecology, 40, 1, 1959.
5997
5998   LOTAC 1972
5999
6000   McCormick, P. V., Chimney, M. J., and Swift, D. R., Diel oxygen profiles and water column
6001          community metabolism in the Florida Everglades, U. S. A., Archive fur Hydrobiologie
6002          140,117,1997.
6003
6004   McCormick, P. V., and Laing, J., Effects of increased phosphorus loading on dissolved oxygen
6005          in a subtropical wetland, the Florida Everglades.   Wetlands Ecology and Management,
6006          2003.
6007
6008   McCormick, P.V., Newman, S., Miao, S. L., Reddy, K. R., Gawlik, D., Fitz, C., Fontaine, T. D.,
6009          and Marley, D., Ecological needs of the Everglades, in Everglades Interim Report, South
6010          Florida Water Management District, West Palm Beach, FL, 1999, chap 3.
6011

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6012   McCormick, P. V., and O'Dell, M. B., Quantifying periphyton responses to phosphorus
6013          enrichment in the Florida Everglades: a synoptic-experimental approach, Journal of the
6014          North American Benthological Society, 15,450, 1996.
6015
6016   McCormick, P. V., Rawlik, P. S., Lurding, K., Smith, E. P., and Sklar, F. H., Periphyton-water
6017          quality relationships along a nutrient gradient in the northern Everglades, Journal of the
6018          North American Benthological Society, 15,433, 1996.
6019
6020   McCormick, P. V., and Scinto, L. J., Influence of phosphorus loading on wetlands periphyton
6021          assemblages: a case study from the Everglades, in Phosphorus Biogeochemistry of
6022          Subtropical Ecosystems, Reddy, K. R., O'Connor, G. A., and Schelske, C. L., Eds.,
6023          CRC/Lewis Publishers, Boca Raton, FL,  1999, 301.
6024
6025   McCormick, P. V., Shuford, R. B. E. Ill, Backus, J. B., and Kennedy, W. C., Spatial and
6026          seasonal patterns of periphyton biomass and productivity in the northern Everglades,
6027          Florida, USA, Hydrobiologia, 362, 185, 1998.
6028
6029   McCormick, P. V., Shuford, R. B. E. Ill, and Rawlik, P. S., 2004, Changes in macroinvertebrate
6030          community structure and function along a phosphorus gradient in the Florida Everglades.
6031          Hydrobiologia 529:113-132.
6032
6033   McCormick, P.V., O'Dell, M.B., Shuford III, R.B.E., Backus, J.B. and Kennedy, W.C. 2001.
6034          Periphyton responses to experimental phosphorus enrichment in a subtropical wetland.
6035          Aquatic Botany 71:119-139.
6036
6037   McDowell, L. L., Stephens, J. C., and Stewart, E. H., Radiocarbon chronology of the Florida
6038          Everglades peat, Soil Science Society of America Proceedings, 33, 743, 1969.
6039
6040   Miao, S. L., Borer, R. E., and Sklar, F. H., Sawgrass seedling responses to transplanting and
6041          nutrient additions, Restoration Ecology, 5, 162, 1997.
6042
6043   Miao, S.L., and DeBusk, W. F., Effects of phosphorus enrichment on structure and function of
6044          sawgrass and cattail communities in Florida wetlands, in Phosphorus Biogeochemistry of
6045          Subtropical Ecosystems, Reddy, K. R., O'Connor, G. A., and Schelske, C. L., Eds.,
6046          CRC/Lewis Publishers, Boca Raton, FL,  1999, 275.
6047
6048   Miao, S. L., and Sklar, F. H.,  Biomass and nutrient allocation of sawgrass and cattail along  a
6049          nutrient gradient in the Florida Everglades, Wetlands Ecology and Management, 5, 245,
6050          1998.
6051
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6052   Nearhoof, F., Nutrient-induced impacts and water quality violations in the Florida Everglades.
6053          Water Quality Technical Series 3(24), Bureau of Water Facilities Planning and
6054          Regulation, Department of Environmental Regulation, Tallahassee, FL, 1992.
6055
6056   Newman, S., Grace, J. B., and Koebel, J. W., Effects of nutrients and hydroperiod on Typha,
6057          Cladium, and Eleocharis: implications for Everglades restoration, Ecological
6058          Applications, 6, 774, 1996.
6059
6060   Newman, S., Reddy, K. R., DeBusk, W. F., Wang, Y., Shih, G., and Fisher, M. M., Spatial
6061          distribution of soil nutrients in a northern Everglades marsh: Water Conservation Area 1,
6062          Soil Science Society of 'America Journal, 61, 1275, 1997.
6063
6064   Newman, S., Schuette, J., Grace, J. B., Rutchey, K., Fontaine, T., Reddy, K. R., and Pietrucha,
6065          M., Factors influencing cattail abundance in the northern Everglades, Aquatic Botany, 60,
6066          265, 1998.
6067
6068   Noe, G.B., Scinto, L.J., Taylor, J., Childers, D.L., Jones, R.D., 2003. Phosphorus cycling and
6069          partitioning in an oligotrophic Everglades wetland ecosystem: a radioisotope tracing
6070          study. Freshwater Biology 48, 1993-2008.
6071
6072   Pan, Y., Stevenson, R. J., Vaithiyanathan, P., Slate, J., and Richardson, C. J. 2000.  Changes in
6073          algal assemblages along observed and experimental phosphorus gradients in a subtropical
6074          wetland, USA. Freshwater Biology 339-353.
6075
6076   Parker, G. G., Hydrology of the pre-drainage system of the Everglades in southern Florida, in
6077          Environments of South Florida: Past and Present, Gleason, P. J., Ed., Memoir No. 2.,
6078          Miami Geological Society, Coral Gables, Florida, 1974, 18.
6079
6080   Parker, G. G., Ferguson,  G. E., and Love, S. K.,  Water Resources of Southeastern Florida with
6081          Special Reference to the Geology and Groundwater of the Miami Area, Water Supply
6082          Paper 1255, United States Geological Survey, US Government Printing Office,
6083          Washington, D.C., 1955.
6084
6085   Payne, G., T. Bennett, and K. Weaver. 2001.  Development of a Numeric Phosphorus Criterion
6086          for the Everglades Protection Area.  Chapter 3 in the 2001 Everglades Consolidated
6087          Report.  South Florida Water Management District, West Palm Beach, FL.
6088
6089   Payne, G., T. Bennett, and K. Weaver. 2002.  Development of a Numeric Phosphorus Criterion
6090          for the Everglades Protection Area.  Chapter 5 in the 2002 Everglades Consolidated
6091          Report.  South Florida Water Management District, West Palm Beach, FL.
6092
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6093   Payne, G., K. Weaver, and T. Bennett.  2003. Development of a Numeric Phosphorus Criterion
6094          for the Everglades Protection Area.  Chapter 5 in the 2003 Everglades Consolidated
6095          Report.  South Florida Water Management District, West Palm Beach, FL.
6096
6097   Qian, S.S., R.S. King, and CJ. Richardson. 2003. Two statistical methods for the detection of
6098          environmental thresholds. Ecological Modeling 166:87-97.
6099
6100   Rader, R. B., Macroinvertebrates of the northern Everglades: species composition and trophic
6101          structure, Florida Scientist, 57,  22, 1994.
6102
6103   Rader, R. B., The Florida Everglades: Natural Variability, Invertebrate Diversity, and Foodweb
6104          Stability, in Freshwater Wetlands of North America: Ecology and Management, Batzer,
6105          D. P., Rader, R. B., and Wissinger, S. A., Eds., John Wiley and Sons, Inc. New York,
6106          1999,25.
6107
6108   Rader, R. B., and Richardson, C. J., Response of macroinvertebrates and small fish to nutrient
6109          enrichment in the northern Everglades, Wetlands, 14, 134, 1994.
6110
6111   Reark, J. B., Ecological investigations in the Everglades, 2nd annual report to the Superintendent
6112          of Everglades National Park, University  of Miami, Coral Gables, Florida, 1961.
6113
6114   Reddy, K. R., Wang, Y., DeBusk, W. F., and Newman, S., Physico-chemical properties of soils
6115          in the water conservation area 3 (WCA-3) of the Everglades, Report to South Florida
6116          Water Management District, University of Florida, Gainesville, FL,  1994.
6117
6118   Reddy, K. R., Wang, Y., DeBusk, W. F., Fisher, M. M., and Newman, S., Forms of soils
6119          phosphorus in selected hydrologic units of Florida Everglades ecosystems, Soil Science
6120          Society of America Journal, 62, 1134, 1998.
6121
6122   Richardson, C. J., Craft,  C. B., Quails, R. G., Stevenson, J., Vaithiyanathan, P.,  Bush, M., and
6123          Zahina, J., Effects of Phosphorus and Hydroperiod Alterations on Ecosystem Structure
6124          and Function in the Everglades, Duke Wetland Center publication #  97-05, report to the
6125          Everglades Agricultural Area Environmental Protection District,  1997a.
6126
6127   Scheldt, D. J, Flora, M. D., and Walker, D. R., Water quality management for Everglades
6128          National Park, American Water Resources Association, September Issue, 377, 1989.
6129
6130   SFWMD, Draft Surface Water Improvement and Management Plan for the Everglades,
6131          Supporting Information Document, South Florida Water Management District, West
6132          Palm Beach, FL,  1992.
6133
                                                  168

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6134   Snyder, G. H., and Davidson, J. M., Everglades agriculture - past, present, and future, in
6135          Everglades: The Ecosystem and its Restoration, Davis, S. M., and Ogden, J. C., Eds., St.
6136          Lucie Press, Delray Beach, Florida, 1994, 85.
6137
6138   Steward, K. K., and Ornes. W. H., Assessing a marsh environment for wastewater renovation,
6139          Journal of the Water Pollution Control Federation, 47, 1880, 1975a.
6140
6141   Steward, K. K., and Ornes, W. H., The autecology of sawgrass in the Florida Everglades,
6142          Ecology, 56, 162, 1975b.
6143
6144   Steward, K. K., and Ornes, W. H., Mineral nutrition of sawgrass (Cladium jamaicense Crantz) in
6145          relation to nutrient supply, Aquatic Botany,  16, 349, 1983.
6146
6147   Swift, D. R., and Nicholas, R. B., Periphyton and water quality relationships in the Everglades
6148          Water Conservation Areas, 1978-1982, Technical Publication 87-2, South Florida Water
6149          Management District, West Palm Beach, Florida, 1987.
6150
6151   Turner, A. M., Trexler, J. C., Jordan, C. F., Slack, S. J., Geddes, P., Chick, J. H., and Loftus, W.,
6152          Targeting ecosystem features for conservation: standing crops in the Everglades,
6153          Conservation Biology, 13, 898, 1999.
6154
6155   Vaithiyanathan, P., Zahina, J., and Richardson, C. J., Macrophyte species changes along the
6156          phosphorus gradient, in Effects of Phosphorus and Hydroperiod Alterations on
6157          Ecosystem Structure and Function in the Everglades, Richardson, C. J., Craft, C. B.,
6158          Quails, R. G., Stevenson, J., Vaithiyanathan, P., Bush, M., and Zahina, J., Duke Wetland
6159          Center publication # 95-05, report submitted to Everglades Agricultural Area
6160          Environmental Protection District, 1995, 273.
6161
6162   Vymazal, J., Craft, C. B., and Richardson, C. J., Periphyton response to nitrogen and phosphorus
6163          additions in the Florida Everglades, Algological Studies, 73, 75, 1994.
6164
6165   Willard, D. A., Weimer, L. M., and Riegel, W. L., Pollen assemblages as paleoenvironmental
6166          proxies in the Florida Everglades, Review ofPalaeobotany andPalynology, 113,213,
6167          2001.
6168
6169   Wood, E.  J. F., and Maynard, N. G., Ecology of the micro-algae of the  Florida Everglades, in
6170          Environments of South Florida: Past and Present, Gleason, P. J., Ed.,  Memoir No. 2.
6171          Miami Geological Society, Coral Gables, Florida, 1974, 123.
6172
6173   Wood, J. M., and Tanner, G. W., Graminoid community composition and structure within four
6174          Everglades management areas, Wetlands, 10, 127, 1990.
                                                  169

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       December 2006- DRAFT	APPENDIX B: CASE STUDIES

6175   APPENDIX B. CASE STUDY 2: THE BENEFICIAL USE OF NUTRIENTS FROM
6176   TREATED WASTEWATER EFFLUENT IN LOUISIANA WETLANDS: A REVIEW12

6177   Introduction

6178   The ability of wetlands, especially natural wetlands, to perform certain water purification
6179   functions has been well established (Conner et al. 1989; Kadlec and Alvord 1989; Kemp et al.
6180   1985; Khalid et al. 1981 a and b; Knight et al. 1987; Nichols 1983;  Richardson and Davis 1987;
6181   Richardson and Nichols 1985; U.S. EPA 1987, Kadlec and Knight  1996, Faulkner and
6182   Richardson 1989). Studies in the southeastern United States have shown that wetlands
6183   chemically, physically, and biologically remove pollutants, sediments and nutrients from water
6184   flowing through them (Wharton 1970; Shih and Hallett 1974; Kitchens et al. 1975; Boyt 1976;
6185   Nessel 1978; Yarbro 1979; Nessel and Bayley 1984; Yarbro et al. 1982; Tuschall et al. 1981;
6186   Kuenzler 1987). Nitrogen, in particular, undergoes numerous chemical transformations in the
6187   wetland environment (Figure 1).

6188   In some parts of the country, questions remain as to the ability of wetlands to serve as long-term
6189   storage nutrient reservoirs, but there are cypress systems in Florida that continue to remove
6190   major amounts of sewage nutrients even after 20-45 years  (Boyt et  al. 1977; Ewel and Bayley
6191   1978; Lemlich and Ewel 1984; Nessel and Bayley  1984).  Recently, Hesse et al. (1998) showed
6192   that cypress trees at the Breaux Bridge wetlands Louisiana, which have received wastewater
6193   effluent for 50 years, had a higher growth rate than nearby trees not receiving effluent.

6194   From an ecological perspective, interest in wetlands to assimilate effluent is based on a belief
6195   that the free energies of the natural system are both capable of and efficient at driving the cycle
6196   of production,  use, degradation, and reuse (Odum 1978). The basic principle underlying wetland
6197   wastewater assimilation is that the rate of application must balance  the rate of decay or
6198   immobilization.  The primary mechanisms by which this balance is achieved are physical settling
6199   and filtration, chemical precipitation and adsorption, and biological metabolic processes
6200   resulting in eventual burial, storage in vegetation, and denitrification (Patrick 1990; Kadlec and
6201   Alvord 1989; Conner et al. 1989). Effluent discharge  generally introduces nutrients as a
6202   combination of inorganic (NOs, NH4, PC^) and organic forms. Nitrogen and phosphorus from
6203   wastewater can be
       Sources
       1 The Hammond Wetland Wastewater Assimilation Use Attainability Analysis (UAA), Revised April 2005. John
       W. Day, Robert R. Lane, Joel Lindsey, and Jason Day. Comite Resources, Inc.
       J.W. Day, Jr., Jae-Young Ko, J. Rybczyk, D. Sabins, R. Bean, G. Berthelot, C. Brantley, L. Cardoch, W. Conner,
       J.N. Day, A.J. Englande, S. Feagley, E. Hyfield, R. Lane, J. Lindsey, J. Mistich, E. Reyes, and R. Twilley. 2004.
       The use of wetlands in the Mississippi Delta for wastewater assimilation:  a review. Ocean and Coastal
       Management 47: 671-691.

                                                  170

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       December 2006- DRAFT
APPENDIX B: CASE STUDIES
6204                         Appendix B2 Figure 1. Chemical transformations of nitrogen in wetlands.

6205

6206   removed by short-term processes such as plant uptake, long-term processes such as peat and
6207   sediment accumulation, and permanently by denitrification (Hemond and Benoit 1988).
6208   Wetlands with long water residence times are best suited for BOD reduction and bacteria
6209   dieback. Many pathogenic microorganisms in sewage effluent cannot survive for long periods
6210   outside of their host organisms, and root excretions from some wetland plants can kill
6211   pathogenic bacteria (Hemond and Benoit 1988). Protozoa present in shallow waters actively
6212   feed on bacteria.  The presence of vegetation can also improve the BOD purifying capacity of a
6213   wetland by trapping particulate organic matter and providing sites of attachment for
6214   decomposing bacteria.

6215   In Louisiana, discharging treated effluent into wetlands can allow for the potential enhancement
6216   and restoration of the functional attributes associated with wetlands (e.g. groundwater re-charge,
6217   flood control, biological productivity) (Kadlec and Knight  1996; Rybczyk et al. 1996; Day et al.
6218   1999, 2004). Specifically, most coastal wetlands have been hydrologically altered,  and are
6219   isolated from the alluvial systems responsible for their creation (Boesch et al. 1994; Day et al.
6220   2000).  This makes these wetlands especially vulnerable to the high rates of relative sea level rise
                                                  171

-------
        December 2006- DRAFT
                                                                     APPENDIX B: CASE STUDIES
6221
6222
(RSLR: eustatic sea level rise plus subsidence) associated with deltaic systems (Penland et al.
1988) and to predicted increases in global eustatic sea level rise (Gornitz 1982, Day et al. 2004).
6223
6224
6225
6226
6227
6228
6229
6230
6231
6232
6233
6234
6235
6236
6237
6238
6239
6240
6241
                                          hR        '  -
                                                  .      .•'-'.' t
  Appendix B2 Figure 2. A photograph of a typical area in the Cote Gelee wetlands near Broussard, Louisiana. The Cote Gelee wetlands are
 characterized by over-drained and well-oxidized soils. This has led to a high level of soil oxidation and subsidence. Exposed roots throughout
the region suggest the soil surface has subsided by 1-2 feet. This condition could lead to a massive blow-down of the forest during a major storm
passage. Subsidence in the region has been caused by a combination of impoundment by artificial levees, which has stopped the inflow of water
 and soil building materials that would normally be present during spring flooding events, and by over-engineered drainage that has led to rapid
 removal of any water that does enter the region. Controlled discharges of treated wastewater to these wetlands have been shown to help reduce
                                  subsidence and increase wetland productivity.

Wetlands have been shown to persist in the face of RSLR when vertical accretion equals or
exceeds the rate of subsidence (Baumann et al. 1984; Delaune et al. 1983; Stevenson et al. 1986).
In the past, seasonal overbank flooding of the Mississippi River deposited large amounts of
sediments into the interdistributary wetlands of the delta plain (including the Atchafalaya River
alluvial plain). Not only did these floods provide an allochthonous  source of mineral sediments,
which contributed directly to vertical accretion, but also the nutrients  associated with these
sediments promoted vertical accretion through increased autochthonous organic matter
production and deposition, and the formation of soil through increased root growth.  This
sediment and nutrient source has been eliminated since the 1930's with the completion of levees
along the entire course of the lower Mississippi, resulting in vertical accretion deficits (RSLR >
accretion) throughout the coastal region, prolonged periods of inundation, lowered productivity,
                                                        172

-------
       December 2006- DRAFT	APPENDIX B: CASE STUDIES

6242   marsh loss, and a lack of regeneration in forested wetlands.  Primarily because of these impacts,
6243   there has been a massive loss of coastal wetlands (Day, et al. 2004; Day, et al. 2000).

6244   Contributing further to the problem of vertical accretion deficits, many wetlands in the
6245   Atchafalaya River alluvial plain have been hydrologically isolated from surrounding marshes,
6246   swamps and bayous due to an exponential increase in the construction of canals and spoil banks
6247   during the past century (Turner and Cordes 1987). In addition to impeding drainage and, in
6248   many cases, physically impounding wetlands, these spoil banks also prevent the overland flow of
6249   sediments and nutrients into cypress/tupelo forests, creating essentially ombrotrophic systems
6250   from what were  naturally eutrophic or mesotrophic.

6251   The total acreage of swamp forest in Louisiana has been drastically  decreased by 50% from 1956
6252   to 1990 (Barras et al. 1994). Furthermore, it has been predicted that increased rates of eustatic
6253   sea level rise and associated increase in salinity could eliminate most of the remaining forested
6254   wetlands (Delaune et al. 1987). In the wetland forests of southeastern Louisiana, Conner and
6255   Day (1988) estimated vertical accretion deficits ranging from 2.5 to 10.8 mm/yr, which leads
6256   directly to increased flooding duration, frequency and intensity.  Productivity decreases observed
6257   in these wetlands may be attributed to either the direct physio-chemical effects of flooding (i.e.
6258   anoxia or toxicity due to the reduced  species of S and Fe), flood  related nutrient limitations (i.e.
6259   denitrification or the inhibition of mineralization), nutrient limitations due to a reduction in
6260   allocthonous nutrient supplies, lack of regeneration, or most likely, a combination of these
6261   factors (Mitsch and Gosselink 2000). For those wetlands which  are not threatened by  rising sea
6262   level, there is a high rate of soil subsidence caused by over drainage.

6263   Recent efforts to restore and enhance wetlands in the subsiding delta region have focused on
6264   attempts to decrease vertical accretion deficits by either physically adding sediments to wetlands
6265   or by installing sediment trapping mechanisms (i.e. sediment fences), thus increasing elevation
6266   and relieving the physio-chemical flooding stress (Boesch et al 1994; Day et al. 1992,  1999,
6267   2004). Breaux and Day (1994) proposed an alternate restoration strategy by hypothesizing that
6268   adding nutrient rich secondarily treated wastewater to hydrologically isolated and subsiding
6269   wetlands could promote vertical accretion through increased organic matter production and
6270   deposition. Their work, along with other studies, has shown that treated wastewater does
6271   stimulate productivity and accretion in wetlands (Odum et al. 1975; Mudroch and Copobianco
6272   1979; Bayley et  al. 1995; Turner et al. 1976; Knight 1992; Craft  and Richardson 1993; Hesse et
6273   al. 1998; Rybczyk 1997). Rybczyk et al. (2002) reported that effluent application at Thibodaux,
6274   Louisiana, increased accretion rates by a factor of three.

6275   The introduction of treated municipal wastewater into the highly perturbed forested wetlands of
6276   Louisiana may be an important step towards their ecological restoration.  The nutrient
6277   component of wastewater effluent increases tree productivity (Hesse et al. 1998; Rybczyk 1996),
6278   which helps offset regional subsidence by increasing organic matter deposition enhanced organic
6279   soil formation) on the wetland surface.  Increasing productivity results in greater root production
6280   which leads to organic soil formation. This action can enhance the accretion necessary to offset

                                                   173

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       December 2006- DRAFT	APPENDIX B: CASE STUDIES

6281   the subsidence that contributes to wetland loss (Day, et al. 2004). The freshwater component of
6282   effluent provides a buffer for saltwater intrusion events, especially during periods of drought,
6283   which are predicted to increase in frequency in the future due to global climate change (Day, et
6284   al. 2004).  These ecological benefits to wetlands are in addition to providing candidate
6285   municipalities with an economical means to meet more stringent water quality standards in the
6286   future.
6287
6288   The purpose of the Louisiana Water Control Law is to protect or enhance the quality of public
6289   water, including wetlands. Three components of the water quality standards adopted by
6290   Louisiana and approved by the EPA are; 1) beneficial water uses such as propagation offish and
6291   wildlife, 2) criteria to protect these beneficial uses, and 3) an antidegradation policy which limits
6292   the lowering of water quality.  Municipalities contemplating a discharge to wetlands are required
6293   to conduct a use attainability analysis (UAA) that is submitted to the Louisiana Department of
6294   Environmental Quality as part of the permit process. A UAA describes background ecological
6295   conditions of the candidate site (hydrology, soil and water chemistry, vegetation, animal
6296   populations),  analyzes the feasibility of wetland treatment, and provides preliminary engineering
6297   design and cost analyses.  A number of UAA studies have been carried out to examine the effect
6298   of wetlands on effluent water quality, sediment accretion, wetland productivity, and economic
6299   savings (e.g. Day, et al. 1994; Day, et al. 1997a; Day, et al. 1997b). Various aspects of these
6300   studies have been published in the scientific literature (Breaux and Day, 1994; Blahnik and Day,
6301   2000; Rybczyk, et al. 1996) and in a number of theses and dissertations (Breaux, 1992; Hesse,
6302   1994; Westphal, 2000). The following sections briefly describe some of the beneficial
6303   environmental effects of treated wastewater discharged to wetlands as documented in case
6304   studies conducted by researchers in Louisiana in cooperation with the Louisiana Department of
6305   Environmental Quality, the US EPA, the US Army Corps of Engineers, the Louisiana Sea Grant
6306   Program, the National Coastal Resources Research and Development Institute, the Louisiana
6307   Department of Natural Resources. Local governments that have participated in these studies
6308   include the towns of Thibodaux, Breaux Bridge, Amelia, Hammond, Mandeville,  St. Martinville,
6309   and Broussard; and the parishes of St. Bernard, St. Charles, and Jefferson. Cost benefit and
6310   energy savings are not discussed here, but can be found in the UAA studies and some of the
6311   references listed with this review.
6312
6313   Effects on Effluent Quality - N and P Reductions
6314
6315   Loading rates and percent nutrient reductions for several municipal discharges to wetlands sites
6316   in Louisiana are listed in Table 1 below.  Zhang et al.  (2000) described the effects of wastewater
6317   effluent on wetland water quality in the Point au Chene wetland for the City of Thibodaux,
6318   Louisiana. In general, the researchers found that within the immediate 231 ha zone of discharge,
6319   N and P concentrations were reduced 100% and 66% respectively from effluent inflow to
6320   outflow. In a related review, Rybczyk et al. (1998) concluded that the effluent processing could
6321   be attributed to:
6322

                                                  174

-------
       December 2006- DRAFT
                                                               APPENDIX B: CASE STUDIES
6323
6324
6325
6326
6327
6328
6329
6330
6331
6332
6333
6334
6335
6336
6337
6338
6339
6340
6341
6342
6343
 1.     The dominant species of N in the effluent is the oxidized NOs form and not the reduced
       species NH4. These naturally dystrophic wetlands denitrify NO3, resulting in a net loss of
       N to the system as N2 or N2O gas;

 2.     Loading rates are low compared to other wetlands sites. For example, the State of
       Florida has adopted regulations for wetland wastewater management that established
       maximum P loading rates of 9 (gm^yr"1) for hydrologically-altered wetlands, an order of
       magnitude higher than most of the Louisiana sites;

 3.     High rates of accretion and burial of sediments in these subsiding systems provide a
       permanent sink for phosphorus.

 Similar water quality improvements have been documented for the wetlands at Amelia, Breaux
 Bridge, and St. Bernard (Table 1).  These high reduction rates of N and P indicate that these
 wetlands act as a net nutrient sink.  For comparison, for many of these sites, the nutrient
 concentrations are low compared to Florida's tertiary advanced wastewater treatment standards
 for total N and total P, 3 and 1 mgL"1, respectively.

 Appendix B2 Tablel.  Loading rates and percent nutrient reductions in wastewater discharges to
forested wetlands in coastal Louisiana.
Site
Amelia8
Breaux Bridge6
St. Bernard0
Thibodaux''
Treatment
Basin (ha)
1012
1475
1536
231
Nitrogen
Loading (gm~
V1)
1.96-3.92
1.87
2
3.1
Phosphorus
Loading
(gm-y1)
0.22-0.42
0.94
0.42
0.6
Nutrient
TKN
Total P
N03-N
PO4-P
Total P
TKN
Total P
N03-N
TKN
PO4-P
Total P
Effluent discharge
concentration
2.98
0.73
0.8
1
2.9
13.6
3.29
8.7
2.9
1.9
2.46
Outlet
1
0.06
<0.1
0.2
0.3
1.4
0.23
<0.1
0.9
0.6
0.85
% Reduction
66
92
100
80
87
89.7
95
100
69
68
66
6344
6345
6346
6347
6348
6349
6350
6351
6352
6353
6354
6355
6356
All concentrations are reported as mgL
"Day, etal. 1997a
bDay, etal. 1994
c Day, etal. 1997b
11 Zhang, X. etal. 2000

Removal Pathways for N and P in Coastal Wetlands

At the Point au Chene site near Thibodaux as mentioned previously, researchers have measured
loading rates (Zhang,  et al. 2000), rates of sediment accretion (Rybczyk, et al. 2002), primary
production (Rybczyk, 1997 Ph D diss.; Rybczyk, et al. 1995), rates of denitrification (Boustany,
et al.  1997; Crozier, et al.  1996), sediment nutrient concentrations (Zhang, et al. 2000), and the
physical characteristics of the soil (i.e., bulk density) (Rybczyk, et al. 2002). These works have
                                                  175

-------
       December 2006- DRAFT
                                                                APPENDIX B: CASE STUDIES
6357
6358
6359
6360
6361
6362
allowed for the quantification of the loss pathways of N and P at the 231 ha site and are shown in
Table 2 below.

Appendix B2 Table 2. Estimated fate of effluent N and P entering the Point au Chene/Thibodaux
site.

A.
B.
C.
D.
E.
Storage in sediments (burial).
Calculated as the mean rate of accretion in the immediate impact zone (1. 14 cm/yr) x
mean cone, of total N (4.95 mg/g) or P (1.25 mg/g) in the upper 4 cm of soil x mean
bulk density (0.13 g/cm3) of soil in the upper 4 cm.
Storage in woody vegetation.
Calculated as mean annual increase in bole wood (285 g m^yr"1) x mean cone, of N
(0.39%) and P (0. 1 1%) in wood.8
Potential denitrification rates
Total
Loading rate
Calculated as the mean hydraulic loading rate of 6.3 x 106 L"1 day x mean N and P
effluent concentrations of 12.6 and 2.46 mg L"1 respectively x basin area (231 ha)
Total N
(g mV1)
7.3
1.1
36
44.6
12.5
Total P
(g mV1)
1.8
0.03
-
1.83
2.4
6363
6364
6365
6366
6367
6368
6369
6370
6371
6372
6373
6374
6375
6376
6377
6378
6379
6380
6381
6382
6383
6384
6385
6386
6387
6388
6389
All values used to calculate removal and loading rates were derived from data collected at the Thibodaux sites except for estimate of woody tissue
N and P.
a Concentrations of N and P in woody tissue were not measured at the Thibodaux site. Concentrations used here are means from bottomland
hardwood swamps as reported by Johnston, 1991.

Increased Sediment Accretion

As indicated earlier in this review, if coastal wetlands do not accrete vertically at a rate equal to
the RSLR (RSLR: eustatic sea level rise plus subsidence) they can become stressed and can
ultimately disappear (Day, et al. 2004). In coastal regions, especially deltas, naturally high rates
of subsidence can exceed rates of eustatic sea level rise by an order of magnitude (Penland,
1988; Emery and Aubrey, 1991). Accretion deficits (sediment accretion < RSLR) in many
coastal systems are not only the result of high rates of RSLR, but also hydrologic alterations
such as dams, dikes and levees that restrict the natural movement of nutrients and suspended
sediments into wetlands (Day, et al. 2004). In systems affected by high rates of RSLR,
hydrologic alterations, or both, treated effluents can serve as a wetland restoration or
enhancement tool, and can stimulate biomass production and enhance sediment accretion rates
(Rybczyk, et al. 2002; Reddy et al.  1993). Recently, Rybczyk et al. 2002 reported on the effects
of nutrient-rich secondarily treated effluent into the subsiding, forested wetlands at Thibodaux
and found that the effluent promoted vertical accretion through increased organic matter
production and subsequent deposition and allowed accretion to keep pace with rates of RSLR
that approached 1.23 cm yr"1 in comparison to background sediment rates averaging only 0.44 ±
0.04 cm yr"1.

Feldspar horizon marker techniques have been utilized to estimate accretion rate in  sites
receiving treated effluent and in adjacent control sites,  both before and after wastewater
applications (Cahoon, 1989). No significant difference between pre-effluent and control
                                                    176

-------
       December 2006- DRAFT	APPENDIX B: CASE STUDIES

6390   accretion rates was detected, and after wastewater application began, accretion rates in the
6391   application site (1.1 cm yr"1 ) were significantly higher than accretion rates measured at the
6392   control (0.14 cm yr"1). Analysis of the sediment accretion rates (accretion rate x % organic or %
6393   mineral matter) indicated that only the rates of organic matter accumulation increased
6394   significantly after effluent application began, which the authors attributed to effluent-stimulated
6395   organic matter accretion. It could also be hypothesized that nutrient enrichment would stimulate
6396   the decomposition of organic matter, thus negating any increase in accretion due to increased
6397   organic matter accumulation, and to test this hypothesis in the same study researchers measured
6398   decomposition rates and litter nutrient dynamics in the wetland application site and in the
6399   adjacent control site, both before and after applications began. A before-and-after-control-
6400   impact (BACI) statistical analysis revealed that neither leaf-litter decomposition rates nor initial
6401   leaf-litter N and P  concentrations were affected by wastewater effluent; similar analysis revealed
6402   that final N and P leaf-litter concentrations did increase in the effluent application site relative to
6403   the control after effluent was applied. Wetland elevation/sediments dynamics modeling
6404   (Rybczyk, 1998) revealed that changes in wetland elevation were much more responsive to
6405   changes  in primary production than to changes in rates of decomposition and suggests that
6406   increased organic matter production and accretion would offset any increases in rates of
6407   decomposition. The model also indicated that nutrient addition alone was not sufficient to lead
6408   to long term restoration of the forested wetland and that some mineral sediment input was
6409   necessary.
6410
6411   Carbon  Sequestration
6412
6413   Data to date on accretion and burial indicate that addition of nutrient-rich effluents to subsiding
6414   wetlands can substantially enhance the rate of carbon burial and sequestration. For example, in
6415   Thibodaux (Point au Chene) swamp accretion rates increased and calculated carbon burial rates
6416   increased by almost a factor of three.
6417
6418   Increased Productivity
6419
6420   While stimulating vegetative productivity with treated effluent could lead to eutrophication in
6421   some aquatic systems, many wetlands, including those in coastal Louisiana, are naturally
6422   dystrophic (Day, et al. 2004). The long-term effects of effluent discharge to coastal systems  can
6423   be assessed by evaluating data from a forested wetland  in Breaux Bridge, Louisiana, that has
6424   been receiving wastewater for over 50 years (Blahnik and Day, 2000; Breaux and Day, 1994).
6425   Dendrological studies (Hesse, et al. 1998; Hesse 1994) to determine long-term effects on
6426   aboveground productivity.  Stem wood growth rates from 1920 to 1992 was measured at the
6427   application site and control site (no wastewater application) and an annual diameter increment
6428   ratio calculated by comparing stem wood growth from each site. Before  wastewater application
6429   began (according to records between 1948 and 1953) there was significantly higher growth in the
6430   control site than at the application site. However,  after the onset of effluent application, there
6431   was increased growth in the  application site, resulting in statistically significant higher annual

                                                   177

-------
       December 2006- DRAFT	APPENDIX B: CASE STUDIES

6432   diameter increment ratios.  Short term studies (during 1994 -1995) at the same site had similar
6433   findings, i.e. where total production was significantly higher in a new application site as
6434   compared to the old application site. This difference was attributed to increases in stem wood
6435   biomass in the new treatment site and not leaf production.  Similar results were reported for the
6436   City of Amelia, Ramos wetland site (Day, et al., 1997a; Westphal, 2000) where a year-long
6437   study on primary productivity indicated enhanced litterfall in the application sites.
6438
6439   Studies have also shown that the production of herbaceous vegetation in coastal wetlands, both
6440   emergent and floating, is also stimulated by wastewater effluent, and may contribute to sediment
6441   accretion to a greater extent than does woody vegetation (Rybczyk, 1997).  Percent cover is also
6442   influenced by the seasons and warm temperatures, and can affect the type of cover (i.e.,
6443   deciduous canopy to floating aquatic vegetation).
6444
6445   Regulatory and policy considerations
6446
6447   In Louisiana, scientists, state and federal regulators, and dischargers have worked closely over
6448   the past 15 years to develop an approach to meet water quality goals in terms of discharges to
6449   subsiding wetlands. The process has allowed scientists and regulators to gain a great amount of
6450   information about characterizing these  coastal wetlands and developing the appropriate criteria
6451   within the state's water quality standards to protect, monitor and assess them.  In these cases, a
6452   preliminary or feasibility study (two to four months) is conducted to determine whether a
6453   discharger is a candidate  for this process (to discharge to a wetland site). After the feasibility
6454   study and in consultation with state and federal regulators, if it is decided to continue with the
6455   process a year-long UAA is initiated in which: 1) the background ecological conditions of the
6456   site are described (hydrology, wetland classification, soil and water chemistry, vegetation,
6457   animal populations, and toxic materials) and analyzed; and 2) the potential impacts (along with
6458   loading rates) of the wastewater discharge are evaluated.  In addition to any ecological benefits,
6459   a cost-benefit analysis is  also conducted.  At the conclusion of the UAA, the study results are
6460   again reviewed by standards and permit staff in the Louisiana Department of Environmental
6461   Quality. If appropriate, the beneficial Clean Water Act uses and protective criteria are
6462   recommended by the Louisiana Department of Environmental Quality for adoption into the
6463   water quality standards. The UAA then forms part of the permit application process. The permit
6464   designates  effluent limits for the discharge (generally at secondary treatment levels in terms of
6465   BOD and TSS parameters) and the design loading rate (and distribution) ensures high nutrient
6466   assimilation. Disinfection is required so pathogens are not discharged to the wetlands and there
6467   should be no significant industrial use of the wastewater treatment system.  After the permit is
6468   issued, the discharger constructs the project, starts discharge and initiates monitoring.
6469   Monitoring is required for the life of the permit and with annual monitoring reports.
6470
6471   Wetland monitoring requirements to assess against the recommended wetland criteria are
6472   incorporated as a part of the permit. Monitoring requirements therefore may include, but are not
6473   limited to, water stage monitoring, analysis of sediment, wetland faunal assemblages for fish and

                                                   178

-------
       December 2006- DRAFT	APPENDIX B: CASE STUDIES

6474   macroinvertebrates, and above-ground wetland productivity (tree, grass, and/or marsh grass
6475   productivity).  It should be noted that recent review of the past ten years work in the wetland
6476   UAAs indicates that faunal (benthic and nekton communities) show no clear difference between
6477   areas of effluent application and control areas and may not be appropriate as criteria in many
6478   Louisiana wetlands. Examples of wetland criteria that have been promulgated for wetland sites
6479   in Louisiana's water quality standards (Louisiana Environmental Regulatory Code, Title 33, Part
6480   IX, Subpart 1, Chapter 11, §1123, Table 3) include faunal and/or vegetative species and/or
6481   abundance, naturally occurring litter fall or stem growth, and the dominance index or stem
6482   density of bald cypress. All other general and numerical criteria not specifically revised in the
6483   standards regulations would generally apply (i.e. narratives, numerical criteria for toxics, etc.).
                                                  179

-------
       December 2006- DRAFT                                         APPENDIX B: CASE STUDIES
6484   References

6485   Barras, J. A., P. E. Bourgeois, and L. R. Handley. 1994. Land Loss in Coastal Louisiana: 1956-
6486          90. National Biological Survey, National Wetlands Research Center. Open File Report
6487          94-01. 4pp. 10 color plates.

6488   Baumann, R. H., J. W. Day, and C. Miller. 1984. Mississippi, deltaic wetland survival;
6489          sedimentation versus coastal submergence. Science. 224: 1093-1095.

6490   Bayley, P. B. 1995. "Understanding large river-floodplain ecosystems." Bioscience 45 (3):
6491          153-158.

6492   Blahnik, T. and J. Day. 2000. The effects of varied hydraulic and nutrient loading rates on water
6493          quality and hydrologic distributions in a natural forested wetland. Wetlands. 20: 48-61.

6494   Boesch, D. F., M. N. Josselyn, A. J. Mehta, J. T. Morris, W. K. Nuttle, C. A. Simenstad, and D.
6495          J. Smith. 1994.  Scientific assessment of coastal wetland loss, restoration and
6496          management in Louisiana. Journal of Coastal Research, Special Issue No. 20.

6497   Boustany, R. G., C. R. Crozier, J. M. Rybczyk, and R. R. Twilley. 1997. Denitrification in a
6498          south Louisiana wetland forest receiving treated sewage effluent. Wetland Ecology and
6499          Management4:  273-283.

6500   Boyt, F.L. 1976. A mixed hardwood swamp as an alternative to tertiary wastewater treatment.
6501          M.S. thesis, University of Florida, Gainesville, FL.

6502   Boyt, F. L., S. E. Bayley, and J. Zoltek, JR. 1977. Removal of nutrients from treated municipal
6503          wastewater by wetland vegetation. J. Water Pollution Control Federation 49:789-799.

6504   Breaux, A. M.  1992. The use of hydrologically altered wetlands to treat wastewater in coastal
6505          Louisiana. Ph D dissertation, Louisiana State University.

6506   Breaux, A. M. and J. W. Day, Jr.  1994.  Policy Considerations for Wetland Wastewater
6507          Treatment in the Coastal Zone: A Case Study for Louisiana.  Coastal Management.
6508          22:285-307.

6509   Cahoon, D. R. and R. E. Turner.  1989. Accretion and canal impacts in a rapidly subsiding
6510          wetland II.  Feldspar marker horizon technique. Estuaries 12(4): 260-268.

6511   Conner, W. H. and J. W. Day, Jr.  1988. The impact of rising water levels on tree growth in
6512          Louisiana. Pages 219-224 in Hook, D. D. et al. (eds.), the Ecology and Management of
6513          Wetlands, Vol. 2: Management, Use and Value of Wetlands.  Croom Helm Ltd
6514          Publishers, England.

                                                  180

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       December 2006- DRAFT	APPENDIX B: CASE STUDIES

6515   Conner, W.H., J. W. Day, Jr, and J. D. Bergeron. 1989. A use attainability analysis of wetlands
6516          for receiving treated municipal and small industry wastewater: a feasibility study using
6517          baseline data from Thibodaux, LA. Center for Wetland Resources, Louisiana State
6518          University, Baton Rouge, LA. 78 p.

6519   Craft, C. B. and C. J. Richardson.  1993.  Peat accretions and phosphorus accumulation along a
6520          eutrophication gradient in the northern Everglades. Biogeochemistry 22:133-156.

6521   Crozier, C. R., J. M. Rybczyk, and W. H. Patrick, Jr.  1996.  Spatial gradients of dissolved nitrate
6522          and nitrous oxide in a wetland forest receiving treated sewage effluent.  In: Flynn, K. ed.
6523          Proc. of the Southern Forested Wetlands Ecology and Management Conference.  South
6524          Carolina: Clemson University. Pp. 78-82.

6525   Day, J. W., A. M. Breaux, I. D. Hesse and J. M. Rybczyk.  1992. Wetland wastewater treatment
6526          in the Louisiana coastal zone. Barataria-Terrebone National Estuary Program: Data
6527          Inventory Workshop Proceedings: Pages 221-238.

6528   Day, J. W., A. M. Breaux, S. Feagley, P. Kemp, and C. Courville.  1994. A use attainability
6529          analysis for long-term wastewater discharge on the Cypriere Perdue Forested Wetland at
6530          Breaux Bridge, Louisiana.  Coastal Ecology Institute, Louisiana State University.

6531   Day, J. W., J. M. Rybczyk, R. I. Pratt, A. Westphal, T. Blahnick, G. Garson, and G.P. Kemp.
6532          1997a. A Use Attainability Analysis of long-term wastewater discharge on the Ramos
6533          forested wetland at Amelia, LA.  Coastal Ecology Institute Report, prepared for St. Mary
6534          Parish Water and Sewer Commission #1, Town of Amelia, Louisiana.

6535   Day, J. W., Rybczyk, J. M., R. Pratt, M. Sutula, A. Westphal, T. Blahnik, P. Delgado, P. Kemp,
6536          A. J.  Englande, C. Y. Hu, G. Jin, H. W. Jeng.  1997b. A Use Attainability Analysis for
6537          longterm wastewater discharge to the Poydras-Verret Wetland in St. Bernard Parish,
6538          Louisiana. Coastal Ecology Institute, Louisiana State University.

6539   Day, J., Jr., J. Rybczyk, W.  Conner, P. Delgado, S. Feagley,  I. Hessse, R. Pratt, A. Westphal, and
6540          X. Zhang. 1998. The use of swamp forests near Thibodaux, Louisiana for application of
6541          treated municipal wastewater: Monitoring the  effects of the discharge 1992-1997.
6542          Coastal Ecology Institute, Louisiana State University, Baton Rouge, Louisiana.

6543   Day,  J.W.,  Jr.,  J.M. Rybczyk, L.  Cardoch,  W.  Conner, P. Delgado-Sanchez,  R.  Pratt, A.
6544          Westphal. 1999. A review of recent studies of the ecological and economical aspects of
6545          the  application of  secondarily  treated  municipal  effluent to wetlands  in Southern
6546          Louisiana, pp. 155-166.  In: L. Rozas, J. Nyman, C. Proffitt, N.  Rabalais, and R. Turner
6547          (eds.) Recent Research  in Coastal Louisiana.  Louisiana  Sea  Grant College Program,
6548          Louisiana State University, Baton Rouge.

6549   Day, J., G. Shaffer, L. Britsch, D. Reed, S. Hawes, and D.  Cahoon. 2000a. Pattern and process of

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6550          land loss in the Mississippi delta: A spatial and temporal analysis of wetland habitat
6551          change. Estuaries. 23: 425-438.
6552
6553   Day, J. W., Jae-Young Ko, J. Rybczyk, D. Sabins, R. Bean, G. Berthelot, C. Brantley, L.
6554          Cardoch, W. Conner, J.N. Day, AJ. Englande, S. Feagley, E. Hyfield, R. Lane, J.
6555          Lindsey, J. Mistich, E. Reyes, and R. Twilley.  2004.  The use of wetlands in the
6556          Mississippi Delta for wastewater assimilation:  a review. Ocean and Coastal
6557          Management 47: 671-691.
6558
6559   DeLaune, R.D., R.H. Baumann, and J.G. Gosselink. 1983. Relationships among vertical
6560         accretion, coastal submergence, and erosion in a Louisiana Gulf Coast marsh. Journal of
6561         Sedimentary Petrology. 53(1):0147-0157.

6562   DeLaune, R. D., C. J.  Smith, W. H. Partick, and H. H. Roberts.  1987. Rejuvenated marsh and
6563          bay-bottom accretion  on rapidly subsiding coastal plain of U.S. gulf coast: a second-
6564          order effect of the emerging Atchafalaya delta. Estuarine, Coastal and Shelf Science.
6565          25:381-389.

6566   Emery, K. O. and D. G. Aubrey.  1991.  Sea levels, land levels and tide gauges. New York:
6567          Springer.

6568   Ewel, K. C. and S. E.  Bayley.  1978.  Cypress strand receiving sewage at Waldo.  Pages 750-801
6569          in H.T. Odum  and K.C. Ewel, Principal Investigators. Cypress wetlands for water
6570          management, recycling, and conservation. Fourth Annual Report to National Science
6571          Foundation.

6572   Faulkner, S. P. and C. J. Richardson.  1989.  Physical and chemical characteristics of freshwater
6573          wetland soils.  Pages 41-72 in D.A. Hammer, ed., Constructed Wetlands for Wastewater
6574          Treatment. Lewis Publishers, Michigan.

6575   Gornitz, V., S. Lebedeff, and J. Hansen.  1982.  Global sea level trend in the past century.
6576          Science 215: 1611-4.

6577   Hemond, H. F. and J.  Benoit. 1988. Cumulative impacts on water quality functions of wetlands.
6578          Environmental Management 12:639-653.

6579   Hesse, I. D., J. Day.  1994. Dendroecological determination of municipal wastewater effects on
6580          Taxodium distichum (L.) rich productivity in a Louisiana swamp. M.S. Thesis, Louisiana
6581          State University.

6582   Hesse, I. D, J. Day, and T. Doyle. 1998. Long-term growth enhancement of Bald cypress
6583          {Taxodium distichum) from municipal wastewater application. Environmental
6584          Management. 22:119-127.


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6585   Johnston, C. A.  1991.  Sediment and nutrient retention by freshwater wetlands: effects on
6586          surface water quality.  Critical Reviews in Environmental Control 21: 491-565.

6587   Kadlec, R. H. and H. Alvord, Jr.  1989.  Mechanisms of water quality improvement in wetland
6588          treatment systems. Pages 489-498 in D.W. Fisk, ed., Wetlands: Concerns and Successes.
6589          Proceedings sponsored by American Water Resources Association, September 17-22,
6590          1989, Tampa, Florida.

6591   Kadlec, R. H., R. L. Knight.  1996. Treatment Wetlands. Boca Raton. Lewis Publishers.

6592   Kemp, G. P., W. H. Conner, and J. W. Day, Jr. 1985. Effects of flooding on decomposition and
6593          nutrient cycling in a Louisiana swamp forest. Wetlands 5: 35-51.

6594   Khalid, R.A.,  R.P. Gambrell, W.H. Patrick, Jr. 198 la.  An overview of the utilization of
6595          wetlands for wastewater organic carbon removal.  Pages 405-423 in Progress in Wetlands
6596          Utilization and Management. Proceedings of a Symposium:  9-12 June 1981.  Orlando,
6597          Florida.  Sponsored by: Coordinating Council on the Restoration of the Kissimmee River
6598          Valley and Taylor Creek Nubbin Slough Basin.

6599   Khalid, R.A.,  I.C.R. Holford, M.N. Mixon, and W.H. Patrick.  1981b. Nitrogen and phosphorus
6600          reactions in overland flow of wastewater. U.S. Environmental Protection Agency, EPA-
6601          600/S2-81-150.

6602   Kitchens, W. F., Jr., J. M. Dean, L. H. Stevenson, and J. H. Cooper.  1975. The Santee Swamp
6603          as a nutrient sink. Pages 349-366 in F.G. Howell, J.B. Gentry, and M.H. Smith, eds.,
6604          Mineral cycling in southeastern ecosystems.  Tech. Info. Center, Energy Research and
6605          Development Administration, ERDA Symposium Series 36.  Available as CONF-740513
6606          from NTIS, Washington, DC.

6607   Knight, R. L,  T. W. McKim, H. R. Kohl. 1987.  Performance of a natural wetland treatment
6608          system for wastewater management.  Journal of Water Pollution Control Federation,
6609          59(8):746-754.

6610   Knight, R. L.  1992. Natural land treatment with Carolina bays. Water Environment and
6611          Technology 4:13-16.

6612   Kuenzler, E. J. 1987.  Impacts of sewage effluent on tree survival, water quality and nutrient
6613          removal in coastal plain swamps. Report No. 235 of the Water Resources Research
6614          Institute of the University of North Carolina, Chapel Hill, NC. 91 p.
6615
6616   Lemlich, S.K. and K.C. Ewel. 1984. Effects of wastewater disposal on growth rates of cypress
6617          trees.  J.Environ.Qual., 13(4):602-604.
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6618   Mitsch, W. J. and J. G. Gosselink. 2000. The value of wetlands:  importance of scale and
6619          landscape setting. Ecological Economics 35 (200) 25-33.

6620   Murdroch, J. and J. A. Capobianco.  1979.  Effects of Treated Effluent on Natural Marsh. J. of
6621          Water Pollution Control Federation 51:  2243-2256.

6622   Nessel, J. K.  1978. Distribution and dynamics  of organic matter and phosphorus in a sewage
6623          enriched cypress swamp. M.S. thesis, University of Florida, Gainesville, FL.

6624   Nessel, J. K. and S. E. Bayley.  1984. Distribution and dynamics of organic matter and
6625          phosphorus in a sewage-enriched cypress swamp.  Pages 262-278 in K.C. Ewel and H.T.
6626          Odum, eds. Cypress Swamps, University Presses of Florida, Gainesville, FL.

6627   Nichols, D. S. 1983.  Capacity of natural wetlands to remove nutrients from wastewater.
6628          Journal of Water Pollution Control Federation 55(5):  495-505.

6629   Odum, H. T. 1975. Energy quality and carrying capacity of the earth. Tropical Ecology. 16:1-8.

6630   Odum, H. T.  1978. Value of wetlands as domestic ecosystems. Pages 910-930 in H.T. Odum
6631          and K.C. Ewel, eds., Cypress Wetlands for Water Management, Recycling, and
6632          Conservation. Fourth Annual Report to  National Science Foundation and the Rockefeller
6633          Foundation.

6634   Patrick, W. H., Jr. 1990. Microbial reactions of nitrogen and phosphorus in wetlands.  Pages
6635          52-63 in the Utrecht Plant Ecology News Report, Utrecht,  The Netherlands.

6636   Penland,  S., K. E. Ramsey,  R. A. McBride, J. T. Mestayer, and K. A. Westphal.  1988.  Relative
6637          sea level rise and delta plain development in the Terrebonne parish region. Coastal
6638          geology technical report, Baton Rouge, Louisiana: Louisiana Geological Survey. 121 pp.

6639   Reddy, K. R., R. D. DeLaune, W. F. DeBusk, M. S. Koch.  1993.  Long-term nutrient
6640          accumulation rates in the everglades.  Soil Science Society of America Journal 57: 1147-
6641          1155.

6642   Richardson, C. J. and J. A. Davis. 1987. Natural and artificial ecosystems:  ecological
6643          opportunities and limitations. Pages 819-854 in K.R.  Reddy and  W.H. Smith, eds.,
6644          Aquatic Plants for Water Treatment and Resource Recovery, Magnolia Publishing, Inc,
6645          Orlando, FL.

6646   Richardson, C. J. andD. S.  Nichols. 1985. Ecological analysis of wastewater management
6647          criteria in wetland ecosystems.  Pages 351-391 in P.J. Godfrey, E.R. Kaynor, and  S.
6648          Pelczarski, eds. Ecological considerations in wetlands treatment  of municipal
6649          wastewaters, Van Nostrand Reinhold Company, NY.
                                                 184

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6650   Rybczyk, J. M., J. W. Day, I. D. Hesse, and P. Delgado-Sanchez.  1995. The impact of
6651          Hurricane Andrew on tree mortality, litterfall, nutrient flux and water quality in a
6652          Louisiana coastal swamp forest. Journal of Coastal Research 21: 340-353.

6653   Rybczyk, J. M., J. W. Day, I. D. Hesse and P. Delgado Sanchez. 1996. An overview of forested
6654          wetland wastewater treatment projects in the Mississippi River delta region. Proceedings
6655          of the Southern Forested Wetlands Ecology and Management Conference. Kathryn Flynn
6656          (Ed.) Clemson University, South Carolina. Pages 78-82.

6657   Rybczyk, J. M.  1997. The use of secondarily treated wastewater effluent for forested wetland
6658          restoration in a subsiding coastal zone. Ph D dissertation.  Louisiana State University.

6659   Rybczyk, J. M., J. C. Callaway and J. W. Day, Jr.  1998. A relative elevation model (REM) for a
6660          subsiding coastal forested wetland receiving wastewater effluent. Ecological Modeling
6661          112:  23-44.

6662   Rybczyk, J. M., J. Day, and W. Conner. 2002. The impact of wastewater effluent on accretion
6663          and decomposition in a subsiding forested wetland. Wetlands. 22(1):  18-32.

6664   Shih, S. F. and D. W. Hallett.  1974. Impact  of upland marsh on water quality. Internal Report,
6665          Department of Resource Planning, Central and Southern Florida Flood  Control District,
6666          West Palm Beach, FL.

6667   Stevenson, J.  C., L. G. Ward and M. S. Kearney.  1986. Vertical accretion in marshes with
6668          varying rates of sea level rise, Pages 241-260. In D. Wolf  (ed.) Estuarine variability.
6669          Academic Press, New York.

6670   Turner, R.E. et al. 1976. Aspects of Land-Treated Waste  Application in Louisiana Wetlands.
6671          In: Proceedings of the National Symposium on Freshwater Wetlands and Sewage
6672          Effluent Disposal. Tilton D.L. editor. Pages 147-167.

6673   Turner, R. and C. Cordes. 1987. Relationship between canal and levee density  and coastal land
6674          loss in Louisiana. Biological Report 85(14), U.S. Fish and  Wildlife Service, Washington.

6675   Tuschall, J. R., P. L. Brezonik, and K. C. Ewel.  1981.  Tertiary treatment of wastewater using
6676          flow-through wetland systems. Proc.  1981 Annual Conference of the American Society
6677          of Civil Engineers, Environmental Division.

6678   U.S. Environmental Protection Agency.  1987.  Report on  the Use of Wetlands for Municipal
6679          Wastewater Treatment and Disposal.  Office of Water, Office of Municipal Pollution
6680          Control.  Submitted to:  Senator Quentin N. Burdick, Chairman of Committee on
6681          Environmental and Public Works. EPA 430/09-88-005.
                                                 185

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       December 2006- DRAFT	APPENDIX B: CASE STUDIES

6682   Wharton, C.H. 1970. The southern river swamp - a multiple use environment.  School of
6683          Business Administration, Georgia State University, Atlanta, GA.

6684   Westphal, A. 2000. Effects of municipal effluent on the nutrient dynamics and productivity of a
6685          coastal forested wetland in Louisiana. M. S. thesis, Louisiana State University.

6686   Yarbro, L. A. 1979. Phosphorus cycling in the Creeping Swamp floodplain ecosystem and
6687          exports from the Creeping  Swamp watershed. Ph.D. dissertation, University of North
6688          Carolina, Chapel Hill, NC. 231 p.

6689   Yarbro, L.A., E. J. Kuenzler, P.L. Mulholland, and R. P. Sniffen.  1982. The influence of swamp
6690          floodplain on exports of nitrogen and phosphorus from North Carolina coastal plain
6691          watersheds. Pages 225-241 in P.M. McCaffrey, T. Beemer, and S.E. Gatewood, eds.
6692          Proc. of the Symposium, Progress in wetlands utilization and management. Coordinating
6693          Council on Restoration of Kissimee River and Taylor Creek-Nubbin Slough Basin.

6694   Zhang, X., S. Feagley, J. Day, W. Conner, I. Hesse, J. Rybczyk, and W, Hudnall. 2000. A water
6695          chemistry assessment of wastewater remediation in a natural swamp. Journal of
6696          Environmental Quality 29: 1960-1968.
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