Volunteer Lake Monitoring
                                 Office of Water

                     Volunteer Lake  Monitoring
                                   EPA440-4-91-002
                                       Contents

                                         Foreword
                                     Executive Summary

                                       Chapter 1

                                        Introduction

                                   1.A Purpose of this Manual
                               1C Planning a Monitoring Program

                                       Chapter 2

                                Focusing on a Lake Condition

                                         2.B Alaae
                                    2.D Dissolved Oxygen
                                   2.E Other Lake Conditions

                                       Chapter 3

                                     Monitoring Algae

                                 3.A Algal Condition Parameters
                                    3. B Where to Sample
                            3.C Where to Sample in the Water Column
                                  3.D Frequency of Sampling
                               3.E Length of the Sampling Season
                                     3.F How to Sample
                                   3.G Notes on Equipment

                                       Chapter 4

                                  Monitoring Aquatic Plants

                              4.A Aquatic Plant Condition Parameters
                                  4.B Sampling Considerations
                                     4.C How to Sample

                                       Chapter 5
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                                    Monitoring Dissolved Oxygen

                                   5.A Dissolved Oxygen Parameters
                                         5.C How to Sample

                                           Chapter 6

                                  Monitoring Other Lake Conditions

                                     6.A Monitoring Sedimentation
                                  6.B Monitoring Suspended Sediment
                                      6.C Monitoring Acidification
                              6.D Monitoring the Bacteria at Bathing Beaches

                                           Chapter 7

                                     Training Citizen Volunteers

                                       7.A The Training  Process
                                      7.B Creating a Job Analysis
                                       7.C Planning the  Training
                                      7.D Presenting the Training
                                      7.E Evaluating the Training
                            7.F Follow-up Coaching, Motivation, and Feedback

                                           Chapter 8

                                    Presenting Monitoring Results

                                   8.A Overview of Data Presentations
                                          8.B Algae Results
                                       8.C Aquatic Plant Results
                                     8.D  Dissolved Oxygen Results
                                       Office of Water

                      Volunteer Lake Monitoring: A Methods Manual

                        Foreward and Acknowledgements
      Foreword

      The need to gather information on conditions in our Nation's lakes has never been greater. Local,
      state, and Federal agencies, as well as private citizens, seek monitoring information for a variety of
      educational, planning, and regulatory purposes. Unfortunately, public funding and staffing to
      carry out water sampling activities have not always kept pace with this need.
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      To fill this information gap, many state agencies have organized cost-effective programs that train
      local citizens to monitor the quality of their lakes. Volunteer programs have been found to be of
      enormous value to states, which can gain a baseline of useful information on lakes that might
      otherwise have gone unmonitored. States also benefit from new partnerships with educated and
      involved citizens who actively work to protect their lake resources.

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

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

            Martha G. Prothro
            Director,  Office of Water
            Regulations and Standards
            U.S. Environmental Protection Agency
            Washington, DC 20460

      ACKNOWLEDGEMENTS

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

      The principal author wishes to thank Dr. Robert Carlson, Charles Fredette, Alice Mayio and
      especially Dr. Harvey Olem for their contributions to this manuscript.

      Layout/graphics (except where indicated): Jonathan T. Simpson.
      cover art: candlewood lake, Connecticut
      by Terri Talas (courtesy of Northeast Utilities).

      Return to the Table of Contents
                                         Office of Water

                            Volunteer Lake Monitoring: A Methods Manual

                                   Executive Summary



      Overview

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

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

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

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

      Increased Algal Growth

      This manual discusses three parameters most commonly used by volunteer monitoring programs
      to measure the algal  condition of a lake: Secchi disk transparency (a measure of water clarity and,
      indirectly, of algal density); chlorophyll a (a more reliable indicator of algal density); and total
      phosphorus (a measure of water fertility). Ideally, all three should be measured in a monitor ing
      program. Step-by-step instructions are provided on sampling procedures.

      Increased Growth of Rooted Aquatic  Plants

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

      Lowered or Fluctuating Levels of Dissolved Oxygen

      Dissolved oxygen conditions are best characterized by measuring the dissolved oxygen and
      temperature profiles of the lake (measurements taken from the lake surface to the lake bottom at
      set intervals).

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

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

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

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

      Return to the Table of Contents
                                         Office of Water

                       Volunteer Lake Monitoring: A Methods Manual

                                 Chapter 1: Introduction



      1.A Purpose of this Manual

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

      This document is designed as a companion manual to a guide produced by the U.S.
      Environmental  Protection Agency (E PA) entitled  Volunteer Water Monitoring: A Guide for State
      Managers. The EPA guide describes the role of citizen volunteer monitoring in state programs and
      discusses how a state monitoring program can best be organized and administered.

      Copies of the EPA's Volunteer Water Monitoring: A Guide for State Managers may be obtained by
      contacting:

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

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

      1.B Manual Organization

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

      Chapter 1: Introduction
      This chapter provides an overview for the manual and discusses planning a lake monitoring
      program. Topics include setting general goals, identifying uses and users of the data, and
      developing quality assurance and quality control procedures.

      Chapter 2: Focusing on a Lake Condition
      This chapter introduces the three lake conditions most suitable for volunteer monitoring: algae;
      (rooted) aquatic plants; and dissolved oxygen. Other conditions that could be considered for
      monitoring are  also discussed.

      Chapter 3: Monitoring Alaae

      Chapter 4: Monitoring Aquatic Plants

      Chapter 5: Monitoring Dissolved Oxygen

      Chapter 6: Monitoring Other Lake Conditions

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

      Chapter 7: Training Citizen Volunteers

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

      ChaoterS: Presenting Volunteer Monitoring Results

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

      CHAPTER 1
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       1.C Planning a Monitoring Program

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

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

       Setting General Goals

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

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

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

       Identifying Data Uses

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

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

       Initially, the planning committee must make several important decisions in the development of a
       volunteer monitoring program. Basically,  the committee must decide:

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

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

      Establishing Quality Assurance and Quality Control

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

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

          • Accuracy is the degree of agreement between the sampling result and the true value of the
           param eter being measured. Accuracy is most affected by the equipment and the procedure
           used to measure a sample parameter.
          • Precision, on the other hand, refers to how well you are able to reproduce the data result
           on the same sample (regardless of accuracy). Human error in sampling techniques plays an
           important role in estimating precision.
          • Representativeness is the degree to which the collected data accurately and precisely
           represent the lake condition being measured. It is most affected by sample site location. For
           example, if the monitoring objective
          • Completeness is a measure of the amount of valid data obtained versus the amount
           expected to be obtained as specified by the original sampling design objec tives. It is
           usually expressed as a percentage. For example,  if 100 samples were scheduled,  but
           volunteers only sampled 90 times  because of bad weather, broken equipment, and so forth,
           the completeness record would be 90 percent.
          • Comparability is very important to the manager of a citizen monitoring program  because it
           represents how well data from one lake can be compared to data from another. As part of a
           statewide or regional report on the volunteer monitoring program, most managers compare
           one lake to another.  It is vital, therefore, that sampling methods and procedures are the
           same from lake to lake.

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

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

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

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

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

         1.  Title Page: includes the name of the project officer, the immediate supervisor, the funding
            organization and others with major responsibility for the project.
         2.  Table  of Contents: lists the included elements and appendices in the report.
         3.  Project Description: states the purpose of  the project.
         4.  Project Organization and Responsibility : identify the structure or organization
            responsible for the implementation of the program.
         5.  QA Objectives: list the QA objectives for each major measurement parameter for precision,
            accuracy, representativeness, completeness, and comparability.
         6.  Sampling Procedures: describe how parameters are monitored.
         7.  Sample Custody: identifies chain of custody for field sampling and laboratory operations.
         8.  Calibration Procedures and  Frequency : describe methods for maintaining accuracy and
            preci sion of sampling equipment.
         9.  Analytical Procedures: document how parameters are analyzed.
        10.  Data Reduction, Validation, and Reporting : address the activities involved in an overall
            data management plan.
        11.  Internal Quality Control Checks : discuss quality control procedures.
        12.  Performance and System Audits : evaluate all components of the measurement system
            including equipment, personnel, and procedures.
        13.  Preventive Maintenance: ensures there are no gaps in the data gathering activities.
        14.  Specific Routine Procedures Used to Assess Data Precision, Accuracy, and
            Completeness: identify the methods to calculate precision and accuracy and how
            calibration and comparability studies are undertaken.
        15.  Corrective Action: identifies limits for data acceptability and corrective procedures if data
            are found unacceptable.
        16.  Quality Assurance Reports: describe the format and schedule for the submission of
            reports that assess data accuracy, precision and completeness, the results of QC sessions
            and audits, and any significant QA problems with recommended solutions.

      Data documentation is another crucial aspect of QA/QC procedures. Careful and thorough
      documentation of any data base used to store and manage volunteer data ensures that it can be
      used with confidence. Appropriate documentation is especially important if data are to be entered
      into a State (or other formal) data base.

      Volunteer Water Monitoring: A Guide for State Managers provides additional specific direction  on
      developing data quality objectives, quality assurance project plans,  and data documentation files.
      Chapter 8 of this manual further discusses how to analyze and present volunteer data.
      References
      U.S. Environmental Protection Agency. 1980. Guidelines and Specifications for Preparing Quality
      Assurance Project Plans. QAMS-005/80. Washington, DC.
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      	. 1984. The Development of Data Quality Objectives. Washington, DC.
      	. 1984. Guidance for Preparation of Combined Work/Quality Assurance Project Plans for
      Environmental Monitoring. OWRS QA-1. Washington, DC.
      	. 1988. Guide for Preparation of Quality Assurance Project Plans for the National
      Estuarine Program, Interim Final. EPA 556-2-88-001. Washington D.C.: Off. Mar.  Estuarine Prot.,
      Washington, DC.
      	. April 1990. Rhode Island Sea Grant College Program. National Directory of Citizen
      Volunteer Environmental Monitoring Programs . EPA 440/9-90-004. Off. Water, Washington, DC.
      	. August 1990. Volunteer Water Monitoring: A Guide for State Managers. EPA
      440/4-90-010. Off. Water, Washington, DC.

      Return to the Table of Contents
                                         Office of Water

                       Volunteer Lake Monitoring: A Methods Manual


                   Chapter 2:  Focusing on a Lake Condition



      2.A Introduction

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

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

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

      Symptoms of human-induced (or cultural) eutrophication are:

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

      The emphasis of this manual is on how citizen volunteers can monitor one or more of the lake
      conditions listed above. These conditions are usually  considered symptomatic of cultural
      eutrophication.
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      Although related, each condition nevertheless has a unique set of parameters that characterize its
      attributes. It is important to remember that sampling for one condition will not necessarily yield
      information about another. If, for example, a lake has an aquatic plant problem, a monitoring
      program that focuses on algae will not provide the necessary answers to solve that problem.

      The reader should be aware that there are several other lake conditions that could be a potential
      focus for a citizen monitoring program. Four notable candidates are:

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

      Each of these conditions has the potential to severely affect the water quality and recreational use
      of a lake. In many lakes, they are monitored by agency staff or contracted professionals. These
      lake conditions can, how ever, be monitored by volunteers.

      For this reason, they also will be briefly discussed in this manual.

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

      2.B Algae

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

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

          •  convert inorganic material to organic matter through  photosyn thesis;
          •  oxygenate the water, also through photosynthesis;
          •  serve as the essential base of the food chain; and
          •  affect the amount of light that penetrates into the water column. Like most plants, algae
            require light, a  supply of inorganic nutrients, and specific temperature ranges to grow and
            reproduce. Of these factors, it is usually the supply of nutrients that will  dictate the amount
            of algal growth in a lake. In most lakes, increasing the  supply of nutrients (especially
            phosphorus) in the water will usually result in a larger algal population.

      Factors that Affect Algal Growth

      There are a number of environmental factors that influence algal growth. The major factors
      include:

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

      It is a combination of these and other environmental factors that determines the type and quantity
      of algae found in a lake. It is important to note, however, that these factors are always in a state of
      flux. This is because a multitude of events, including the change of seasons, develop ment in the
      watershed, and rainstorms constantly create "new environments" in a lake.

      These environmental changes may or may not present optimal habitats for growth or even survival
      for any particular species of algae. Consequently, there is usually a succession  of different
      species in a lake over the course of a year and from year to year.

      The Overgrowth of Algae

      Excessive growth of one or more species of algae is termed a bloom. Algal blooms, usually
      occurring in response to an increased supply of nutrients, are often a disturbing symptom of
      cultural eutrophication.

      Blooms of algae can give the water an unpleasant taste or odor, reduce clarity, and color the lake
      a vivid green, brown, yellow, or even red, depending on the species. Filamentous and colonial
      algae are especially troublesome because they can mass together to form scums or mats on the
      lake surface. These mats can drift and clog water intakes, foul beaches, and ruin many
      recreational opportunities.

      Citizen programs designed to monitor the algal condition of a lake usually require the volunteers
      to measure:

          •  the water clarity;
          •  the density of the algal population; and
          •  the concentration of the critical algal nutrient, phosphorus.

      2.C Aquatic Plants

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

      Aquatic plants can be grouped into four categories:

          •  Emergent plants are rooted and have stems or leaves that rise well above the water surface.
            They grow in shallow water or on the immediate shoreline where water lies just below the
            land surface. They are generally not found  in lake water over two feet deep.
          •  Rooted floating-leaved plants have leaves that rest on, or slightly above, the water surface.
            These plants, whose leaves are commonly called lily pads or "bonnets," have long stalks
            that connect them to the lake bottom.
          •  Submergent plants grow with all or most of their leaves and stems below the water surface.
            They may be rooted in the lake bottom or free-floating in the water. Most have long,  thin,
            flexible stems that are supported by the water. Most submergents flower above the surface.
          •  Free-floating plants are found on the lake surface.  Their root systems hang freely from the
            rest of the plant and are not connected to the lake bottom.

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

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

      Factors that Affect Aquatic Plant Growth

      There are many factors that affect aquatic plant growth including:

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

      The Overgrowth of Aquatic Plants

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

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

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

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

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

      2.D Dissolved Oxygen

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

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

      Oxygen is supplied naturally to a lake by:
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         •  the diffusion of atmospheric oxygen into the water; and
         •  the production of oxygen through photosynthesis by aquatic plants and algae.

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

      Vertical mixing of the water, aided by winds, distributes the oxygen within the lake. In this manner,
      it becomes available to the lake's community of oxygen-breathing organisms.

      Water temperature affects the capacity of water to retain dissolved oxygen. Cold water can hold
      more oxygen than warm  water. Therefore, a lake will typically have a higher concentration of
      dissolved oxygen during the winter than the summer.

      Factors that Determine Dissolved Oxygen Concentration

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

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

      Fluctuating Oxygen Concentrations

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

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

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

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

      The Temperature Cycle

      Most U.S. lakes with a depth of 20 feet or more stratify into two tempera ture-defined layers during
      the summer season. The water in the upper layer (epilimnion) is warm, well lit, and circulates
      easily in response to wind action. The deep layer (hypolimnion) is dark, cold,  more dense, and
      stagnant.

      These two layers are separated by a transition zone ( metalimnion) where temperatures change
      rapidly with depth. The metalimnion functions as a barrier between the epilimnion and the
      hypolimnion.

      The magnitude of the temperature difference between the two layers defines how resistant they
      are to mixing. A large temperature difference means that the layers are stable and that it would
      take a great deal of wind energy to  break down the stratification and mix the layers.

      In the fall, lowered air temperatures eventually cool the waters in the upper layer to a point where
      they become the same temperature (and density) as the lower layer. At this time,  the resistance to
      mixing is removed and the entire lake freely circulates in  response to wind action. This action is
      known as fall overturn.

      Layers again form during the winter. However, it is the upper zone that is slightly colder than the
      deeper  layer. In the spring, increasing air temperatures warm the upper layer to a point that it
      becomes the same temperature as  the bottom zone. Wind action then mixes the entire lake and
      spring overturn occurs.

      Oxygen Depletion in the Lower Layer

      Bacteria, fungi, and other organisms living on the lake bottom break down organic matter that
      originates from the watershed and the lake itself. Algae, aquatic plants, and animals all provide
      food for these decomposers when they excrete, shed, and die. Like higher forms of life, most
      decomposers need oxygen to live and perform their important function.

      The mixing action of spring and fall overturn distributes oxygen through out the water column.
      During summer stratification, however, the lower layer is cut off from the atmosphere.  There is
      also usually too little light to support photosynthesis by algae or aquatic plants. Therefore, with  no
      supply source, what oxygen there is in the lower layer can be progressively depleted by an active
      population of decomposers.

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

      Other Problems Caused by Lower Layer Oxygen Depletion

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

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

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

      Fortunately, many of the negative effects of anoxic conditions are eliminated during overturn.  As
      the waters of the lake are mixed and re-oxygenated, many of the constituents released from the
      sediments chemically change and precipitate back on to the lake bottom. Others are reduced in
      concentration by their dilution into the waters of the entire lake.

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

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

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

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

      2.E Other Lake Conditions

      Sediment Deposition

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

      The sediment input to a lake can be greatly accelerated by human develop ment in the
      watershed. In general, the amount of material deposited in the lake is directly related to the use of
      watershed land. Activities that clear the land and expose soil to winds and rain (e.g., agriculture,
      logging, and site development) greatly increase the potential for erosion. These activities can
      significantly contribute to the sediment pollution of a lake  unless erosion and runoff is carefully
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      managed.
      Sediment material from the watershed tends to fertilize aquatic plants and algae because
      phosphorus, nitrogen, and other essential nutrients are attached to incoming particles. If a large
      portion of the material is organic, dissolved oxygen can decrease as a result of respiration of
      decomposers breaking down the organic matter.

      Sedimentation also can ruin the lake bottom for aquatic insects, crustaceans, mussels, and other
      bottom-dwelling creatures. Most important, fish spawning beds are almost always negatively
      affected.

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

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

      Sediment Turbidity

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

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

      Lake Acidification

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

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

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

      Acidity may also enter lakes from drainage that passes through naturally acidic organic soils.
      These soils may become more acid through land use practices such as logging and mining.

      Acidic drainage from abandoned mines affects  thousands of miles of streams and numerous
      lakes throughout Appalachia.  Acid mine drainage also occurs in the Midwest coalfields of Illinois,
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      Indiana, and Ohio, and in coal and metal mining areas of the western United States.

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

      Bacteriological Conditions at Beaches

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

      The ideal way to determine potential health hazards at natural bathing beaches is to test directly
      for disease-causing organisms. Unfortunately, the detection of these  organisms requires very
      complex procedures and equipment. In addition, there are hundreds  of different kinds of
      pathogens; to test for each one would be impractical. Most public health officials, therefore,
      simply test for the presence of an indicator organism. The relative abundance of the indicator
      organism in a sample can serve as a warning of the likely presence of other, more dangerous
      pathogens in the water.

      Citizen volunteer programs that focus on bacterial quality at bathing beaches as the lake  condition
      to be  monitored generally sample for one or more indicator organisms throughout the swimming
      season.

      The indicator organisms most often chosen for monitoring are fecal coliform bacteria or
      enterococci bacteria. The latter group of bacteria is more disease-specific and may be most
      appropriate for  routine sample analy sis. Usually, health departments recommend weekly
      sampling for bathing areas.
                                           Swimmer's Itch
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                        In some regions, schistosome cercarial dermatitis or
                        swimmer's itch is a problem condition. Swimmer's itch is
                        caused by a parasitic flatworm that lives in the
                        bloodstream of a host aquatic bird species. The eggs of
                        the flatworm are passed into the lake in the excrement of
                        the bird.

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

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

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

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

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

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

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

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

      Return to the  Table of Contents
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                                         Office of Water

                       Volunteer Lake Monitoring: A Methods Manual

                             Chapter 3: Monitoring Algae
      3.A Algal Condition Parameters

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

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

      Three parameters are most often used by citizen monitoring programs to measure algal conditions
      in lakes.

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

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

      Secchi Disk Transparency

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

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

      The Secchi disk is used to measure how deep a person can see into the water. It is lowered into
      the lake by the measured line until the observer loses sight of it. The disk is then raised until it
      reappears. The depth of the water where the disk vanishes and reappears is the Secchi disk
      reading.

      In extremely clear lakes, disk readings greater than 10 meters can be measured. On the other
      hand, lakes affected  by large amounts of algal growth, suspended sediments, or other conditions
      often have readings of less than one-half meter.

      In some shallow lakes, it is  impossible to get a Secchi disk reading because the disk hits  the
      bottom before vanishing from  sight. This means the true Secchi disk reading is greater than the
      depth of the lake in that particular location.

                       Citizen volunteers in the United States are most comfortable
                       with

                       English units of measurement. Scientists, however, usually
                       report lake measurements in metric units.

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

       Inside the lake, water transparency can be reduced by:

          •  microscopic organisms other than algae;
          •  natural or unnatural dissolved materials that color or stain the water; and
          •  suspended sediments.

       Factors outside the lake can also affect a Secchi disk reading. These outside factors can  include:

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

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

       Chlorophyll a

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

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

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

       Similarly, a cell that is sinking down into the water column (away from the sun) may also produce
       more chlorophyll to compensate for the lower light levels found at greater depths. Changing
       seasons also create higher or lower light conditions according to the position of the sun which, in
       turn, affects chlorophyll production.

       Despite these drawbacks,  the ease of sampling and relatively low cost of analysis makes
       chlorophyll a an attractive parameter for characterizing the algal density in lakes, especially for
       volunteer monitoring programs.

       Chlorophyll a is analyzed in a laboratory from a sample collected by a volunteer. The simplest
       protocol is  to ship the water sample to the labora tory for analysis.

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

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

       Total Phosphorus

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

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

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

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

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

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

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

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

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

      In some instances, orthophosphate may be a parameter of interest since it is the form of
      phosphorus available for uptake by  algae. Like total phosphorus, orthophosphate is best
      measured in a laboratory.

      3.B Where to Sample

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

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

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

      Where to Sample on the Water Surface

      The majority of citizen monitoring programs are designed to measure average algal conditions in
      the lake's pelagic (deep, open water) zone. For these programs, the number and location of
      sampling sites are most influenced by the size and shape of the lake basin.

      In most cases, a site over the deepest section of the lake best represents average conditions. In
      natural lakes that are circular in shape, the deepest section is usually near the middle. In
      reservoirs, the deepest section is usually near the dam.

      Many lakes, however,  possess significant arms or bays. In this instance, it is often  useful to
      sample the deepest section in each individual arm or bay. In many cases, monitors will find a
      significant difference between sites, especially if one arm of the lake is more populated.

      Some monitoring programs, on the other hand, are designed  to characterize the algal condition at
      its worst location. For these types of programs, certain known problem areas may be targeted for
      sampling. For example, a particular bay may be monitored because it "collects" algae and other
      materials because of prevailing winds.

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

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

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

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

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

      In the field, the program manager and the volunteer should work together to identify and locate
      the proper sampling site location. Once identified, the site should be clearly marked on a lake
      map. The task of locating the site can be practiced  by the volunteer under the supervision of the
      program manager.

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

      Two simple ways to find the site are by:

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

      Shoreline Landmark Method

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

      Once securely anchored at the site, the volunteer should pick out two permanent landmarks on
      shore (a dwelling, tall tree,  large rocks) that align one behind the other. This alignment forms an
      imaginary bearing line through the objects to the site.

      Then, at about a 90 degree angle, two more aligning landmarks should be identified. These
      landmarks then form a second bearing line to the sampling site. Volunteers should mark these
      landmarks and  bearing lines on their lake map for future reference. They should also practice
      finding the site location with the program manager.

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

      Marker Buoy Method

      If the lake is small and protected from strong winds and waves,  a marker buoy may be the
      simplest way to designate a sample site location. In many public lakes, however, it is illegal to set
      out buoys without proper permits. The rules and regulations regarding buoys should be checked
      before any placement.

      There is  a risk that a marker buoy will be moved by winds, waves, and /or lake users. Thus,
      volunteers should also be trained to verify that the buoy is in the proper location using the
      shoreline landmark method before starting the sampling procedure. This training will be useful if
      the buoy is lost or needs to be repositioned.

      3.C Where to Sample in the Water Column
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      Free-floating algae grow and reproduce in the photic zone. This zone constitutes the upper
      portion of the water column where sunlight penetrates and stimulates photosynthesis in the algal
      cells. In programs designed to measure the algal condition of a lake, water samples are taken
      from the photic zone and analyzed in a laboratory for their chlorophyll a and total phosphorus
      content.

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

         • a point sample taken at a specific depth; or
         • an integrated sample from a range of depths.

      Point Sampling

      Point sampling refers to the collection of a water sample from a specific depth in the water
      column. Also known  as grab sampling, it is the method most often used in monitoring programs.

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

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

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

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

      The goals of the monitoring program and how the water quality data will be used will help the
      planning committee determine where a point sample should be collected. A depth of one meter is
      selected many times as a representative depth of photic zone conditions for chlorophyll a and
      total  phosphorus analyses.

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

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

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

      Integrated Sampling

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

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

      A basic drawback is that this method  can not be easily standardized. Each volunteer will develop
      his/her own variation of this  sample collection technique. Losing a portion of the sample while
      bringing up the hose may also be a problem for some volunteers. For these reasons, many
      monitoring programs rely on point sampling  for measuring the algal conditions of lakes.

      3.D Frequency of Sampling

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

      When summer arrives and the lake stratifies, the algae population may change as the supply of
      orthophosphate in the upper layer becomes depleted and/or  microscopic animals (zooplankton)
      graze on the population. After the summer, fall overturn can  once again bring fresh nutrients to
      the well-lit upper zone and stimulate increased algal growth.

      A variety of other factors can also affect algal habitat and growth response, especially during the
      summer growing season. Storms can churn the lake and cause a temporary upwelling of
      nutrients from the lake bottom. Phosphorus-rich  runoff can escape from residential or agricultural
      areas after rainstorms, drain into the lake, and stimulate growth. On the other hand, chemicals or
      herbicides that are toxic to algae may be released to the water and cause a (planned or
      unplanned) population crash.

      The planning committee should base its decision on how often to sample on data quality criteria,
      costs, and other practical considerations.

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

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

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

      3.E Length of the Sampling Season

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

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

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

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

      Section 3.F How to Sample

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

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

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

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

      TASK1

      Confirm sampling day and weather conditions.  Elements of Task 1
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         •  Check the sampling date on the program sampling schedule.
         •  Check the current and forecasted weather and decide if the conditions allow for safe
            sampling. The volunteer should also be instructed to confirm this decision after personally
            inspecting lake conditions prior to launching the boat and beginning the sampling trip.

      TASK 2

      Go through the boating safety equipment checklist.

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

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

      Elements of Task 2

         •  Confirm that the following boating safety equipment is on board the sampling boat.
         •  Personal flotation device for each person. Devices must be Coast Guard-approved, readily
            available, and  the proper size
         •  First aid kit
         •  Other equipment that may be required  by State and local boating laws. For example, boats
            may be required to carry fire extinguishers and sound-producing devices. Also, the boat
            must be registered according to State and local laws.

      TASKS

      Go through sampling equipment and supply  checklist.

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

      Elements of Task 3

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

      Confirm that the following supplies are on shore.

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

      TASK 4

      Position boat at the designated sample site.

      Volunteers must locate the sample site on the water. Whether or not a marking buoy is used, the
      position should be verified using the shoreline landmark method.

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

      TASKS

      Complete the observations portion of the sampling form.

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

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

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

      Elements of Task 5

         •  Record the name of the lake and site, the date, the time of sampling, and the names of
            volunteers doing the sampling.
         •  Record water condition observations at the site including water color, suspended sediment
            and algae, aquatic plants, waterfowl activity, and odor.
         •  Record weather conditions on the form including the amount of cloud cover (when taking
            the Secchi disk reading), the approxi mate air temperature, the wind speed and direction,
            and water surface conditions. Indicate any unusual weather conditions that may  have
            occurred in the past week including storms, high winds, and temperature extremes.
         •  Record any other factors or conditions that make the sam pling trip unusual or that may
            potentially influence sample results. For example, report any chemical, mechanical,  or
            biologi cal control of algae or aquatic weeds that may have been done recently on the lake.

      TASK 6

      Measure the Secchi disk depth.

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

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

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

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

      Elements of Task 6

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

      This procedure can be repeated as a quality control check; an average of the two readings should
      be recorded on the sampling form.

      TASK 7

      Collect a point sample for chlorophyll a and total phosphorus.

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

      Procedure A. Elements of hand sampling just below the surface

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

      Procedure B. Elements of point sampling using a water sampler
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         •  Check to make sure that the water sampler is securely attached to the measured line
            (marked in meters like the Secchi disk line).
         •  Lower the sampler gently into the water to the desired depth marked on the line (rough
            treatment can trigger the closing mechanism prematurely).
         •  Slide the messenger down the line to close the stoppers.

         •  Gently haul the sampler to the surface, then release some of sample water into the
            container. Swirl it in the container to rinse and then pour it out. Rinse the cap in the same
            manner.
         •  Release sample water into the container until it is almost full, leaving some air space at the
            top. Cap the container.
         •  Store the container in the ice cooler away from the light.

      TASKS

      Transferring sample water into shipping bottles.

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

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

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

      Volunteers should wear clean vinyl gloves and should not smoke.  They must always  be aware
      that the phosphorus sample bottle contains an acid that preserves the sample during transport to
      the laboratory. This acid must be treated cautiously because it can burn skin or clothing if spilled
      or mishandled. Volunteers should also not breathe the vapors from the opened bottle.

      Because of the potential for spills or mishaps, the planning committee should prepare an
      information sheet about the preservative acid. The sheet should include warnings and emergency
      care instructions should the acid accidentally come in contact with volunteers' skin or clothes.
      Volunteers should be told to keep the sheet nearby when working with this bottle.

      Elements of Task 8

      A. Phosphorus Sample Bottle

         •  Make sure the phosphorus sample bottle is labeled with:
         •  the parameter to be analyzed (total phosphorus).
         •  the date and the sample lake, location, and depth.
         •  any additional information such as an accession number for laboratory identification and the
            acid content.
         •  Put on a new pair of vinyl gloves.
         •  Confirm that there is acid present in the bottom of the bottle by visual inspection.
         •  Move the total phosphorus sample bottle into position and remove the cap, being careful not
            to spill the acid contents or breathe in the vapors.
         •  Gently shake the container with the sample water to re-suspend any settled material.
         •  Gently pour the sample water into the phosphorus bottle until the liquid reaches the fill line.
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         • Cap the sample bottle and place it into the shipment container with the frozen ice packs and
           close the lid so sunlight cannot reach it.

      B. Chlorophyll a Sample Bottle

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

      TASKS

      Cleanup and shipment of samples and forms.

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

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

      3.G Notes on Equipment

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

      Secchi Disks

      Some programs have volunteers make their own Secchi disks. A construction plan prepared by
      the Michigan Department of Natural Resource's Self-Help Water Quality Monitoring Program is
      illustrated here.

      Water Samplers

      Instead of purchasing commercial water samplers, some programs have volunteers construct their
      own.

      References

      New York State Dept. of Environmental  Conservation and Federation  of Lake Associations, Inc.
      1990.

      Diet for a Small Lake: A New Yorker's Guide to Lake Management. Albany.

      Olem, H. and G. Flock, eds. August, 1990.  The Lake and Reservoir Restoration Guidance Manual.
      2nd ed.  EPA 440/4-90-006. Prep. N. Am. Lake Manage. Soc. for U.S. Environ. Prot. Agency, Off.
      Water, Washington, DC.
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      Standard Methods for the Examination of Water and Wastewater. 16th ed. 1985. Am. Pub. Health
      Ass., Am. Waterworks Ass., and Water Pollu. Control Fed. 1985. American Public Health
      Association. Washington, DC.

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

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

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

      Illinois
      Volunteer Lake Monitoring Program
      Division of Water Pollution Control
      Illinois Environmental Protection Agency
      2200 Churchill Road
      P.O. Box 19276
      Springfield, IL 62794-9276

      Maine
      Volunteer Lake Monitoring Program
      Division of Environmental Evaluation and Lake Studies
      Maine Department of Environmental Protection
      State House, Station 17
      Augusta, ME 04333

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

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

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

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

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

      Rhode Island
      Watershed Watch Program
      Department of Natural Resource Science
      21 OB Woodward Hall
      University of Rhode Island
      Kingston, Rl 02881-0804

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

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

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

      Wisconsin
      Self-Help Lake  Monitoring Program
      Wsconsin Department of Natural Resources
      Bureau of Water Resources Management
      P.O. Box 7921
      Madison, Wl  53707-7921

      Return to the Table of Contents
                                        Office of Water
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                       Volunteer Lake Monitoring: A Methods Manual

                       Chapter 4: Monitoring Aquatic Plants
      4.A Aquatic Plant Condition Parameters

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

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

      Mapping the Distribution of Rooted Plants

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

      Determining the Relative Density of Rooted Plant Types

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

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

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

      Identification of Rooted Aquatic Plants

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

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

      The Vermont Department of Environmental Conservation, for example, has established a Milfoil
      Watchers Program to train  volunteers to identify Eurasian watermilfoil. Then, at least once or twice
      a summer,  citizens survey  lakes where the plant has not been seen. If watermilfoil is spotted,
      volunteers  contact the department.

      4.B Sampling Considerations

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

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

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

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

      4.C How to Sample

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

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

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

      The program manager should provide volunteers with a sampling  schedule and a sampling
      protocol sheet. Volunteers' common sense and good judgment dictate when it is appropriate to
      sample. Both good and unacceptable weather conditions should be defined for volunteers during
      training sessions. Under no circumstances should volunteers be on the water during rain or
      electrical storms or high  winds (white caps), or other unsafe conditions.
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      TASK1

      Confirm sampling day and weather conditions.

      Elements of Task 1

         •  Check the sampling date on the program sampling schedule.
         •  Check the current and forecasted weather and decide if the conditions allow for safe
            sampling. The volunteer should also be instructed to confirm this decision after personally
            inspecting lake conditions prior to launching the boat and beginning the sampling trip.

      TASK 2

      Go through the boating safety equipment checklist.

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

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

      Elements of Task 2

         •  Confirm that the following boating safety equipment are on board the sampling boat:
         •  A personal flotation device for each person that is Coast Guard-approved, readily available,
            and the proper size
         •  First aid kit
         •  Other equipment that may be required by State and local boating laws other unsafe
            conditions.

      TASK 3

      Go through equipment and supply checklist for sampling tasks.

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

            Elements of Task 3

         •  Confirm that the following sampling equipment is on board.
         •  Anchor
         •  Calibrated transect line (floating line marked off in meters) with anchor and buoy.
         •  Weighted calibrated sounding line for measuring water depth
         •  Weighted rake with throwing line
         •  Plastic bags for plant specimens labeled with the lake name, the date, and the site location
            (Transect #1, Site#1).
         •  Clipboard, pencils and waterproof marker
         •  Map of lake with sampling site(s) marked
         •  Protocol sheet
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         •  Data recording sheets
         •  Confirm that the shipping box with frozen ice packs is on shore.

      TASK 4

      Map the location of aquatic plants at or near the surface.

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

      TASKS

      Estimate plant type density and collect a sample for professional identification.

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

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

      Elements of Task 5

         •  Find the designated sampling site and tie the end of the transect line securely to a tree or
            stake at the water's edge.
         •  Move the boat away from shore and stretch the transect line to the desired length.
         •  Attach the buoy and anchor so that the line  remains floating, thus forming the transect.
         •  Measure and record the lake depth at the end of the transect using the weighted calibrated
            sounding line.
         •  Confirm that the throwing line is securely attached to the weighted rake (can be an ordinary
            garden rake).
         •  Facing the shore,  pitch the weighted rake straight ahead (the 12 o'clock position) about six
            feet from the boat.
         •  Allow the rake to settle to the lake bottom and then pull the line so that the teeth of the rake
            drag along the floor of the lake.
         •  Bring the rake back into the boat and remove all the vegeta tion trapped on the teeth. Sort
            different plant types into separate piles.
         •  Examine the piles and estimate the percentage of each plant type found. Record on the
            sampling form. The total  must add up to 100 percent.
         •  Repeat the procedure at the 3, 6 and 9 o'clock positions.
         •  After all four samplings are  completed, examine the sorted piles and give each plant type a
            density rating. (See the density rating chart  on the figure, Example of an Aquatic Plant
            Sampling Form on page 67.)
            If a plant type was found in  all four casts and for each cast the teeth of the rake were full,
            mark 5. If the plant was found moderately on all four casts, mark 4. If the plant type was
            found in only three of the four casts, mark 3, and so on.
         •  Remove a few healthy specimens from each of the sorted piles of plant types, shake off
            excess water, and place them in a properly  labeled collection bag.
         •  Move the boat along the transect line to the  next sampling point and repeat these activities.
            (The number of sampling points should be determined by the program manager.)
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         •  If practical, keep all collected plant fragments in the boat for proper disposal on land since
            many nuisance species reproduce from fragments.

      TASK 6

      Shipment of samples and forms

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

      Elements of Task 6

         •  Confirm that the  bags containing the plant type specimens are securely sealed and properly
            labeled.
         •  Place the bags and ice packs in the mailing box and seal the container.

         •  Ship the box as soon as possible.
         •  Confirm that all the sections of the sampling forms have been completed. Write down any
            additional observations of activities that may affect sampling results, such as harvesting,
            herbicide application, or increased recreation.
         •  Send the sampling information to the program coordinator.

      References

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

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

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

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

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

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

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

                      Volunteer Lake Monitoring: A Methods Manual


                   Chapter 5: Monitoring Dissolved Oxygen




      5.A Dissolved Oxygen Parameters

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

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

      Dissolved oxygen conditions are best characterized by measuring the:

         • dissolved oxygen profile (measurements from the surface to the bottom at set intervals); and

         • temperature profile (at the same intervals).

      Dissolved Oxygen Profile

      When characterizing the oxygen condition in a lake, it is important to know how oxygen
      concentrations differ from the surface to the bottom. In lakes that have a problem with low
      dissolved oxygen, it is not unusual to measure high dissolved oxygen levels at the surface during
      the day because algae in the photic zone are photosynthesizing and producing oxygen. At night,
      these same algae respire and consume oxygen.

      Near the bottom, however, there may be low or no oxygen because decomposers are absorbing it
      while breaking down the "rain" of organic matter (dead algae  cells, zooplankton, fish) falling from
      above.

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

      Temperature Profile

      Water temperature plays an important role in determining the amount of oxygen found in the lake.
      Oxygen is more soluble in cold than warm water. Most lakes over 20 feet deep stratify during the
      summer into a warm, lighted upper layer (epilimnion) and a cold, dark lower layer (hypolimnion).
      Thus, the cold lower layer can potentially hold more oxygen than the warmer upper layer.
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      Usually these layers do not mix; thus, the bottom layer is cut off from atmospheric oxygen and
      oxygen-producing plants. Consequently, bottom oxygen can become depleted if there is an active
      population of decomposers in the bottom sediments. For these reasons, it is important to define
      the thermal layers in a lake when  characterizing dissolved oxygen conditions.

      5.B Sampling Considerations

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

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

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

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

      There are two methods of measuring dissolved oxygen in a lake. Volunteers can use a dissolved
      oxygen field kit, or a submersible  oxygen meter.

      Field kits are available from many manufacturers. All kits basically require that volunteers take a
      water sample and analyze  dissolved oxygen using a titrimetric procedure. The sample must be
      analyzed immediately after collection.

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

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

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

      Each meter manufacturer provides detailed instructions on sampling protocol and  how and when
      to calibrate the  meter to obtain guaranteed precision and accuracy. Calibration should be done by
      experienced program personnel at the manufacturer-recommended intervals. This means the
      instrument will have to be transported between the volunteer and program officials between those
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      intervals.
      For convenience, citizen monitoring programs can purchase a meter with a permanent membrane
      to avoid having to calibrate it before each trip.

      5.C How to Sample

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

         • Confirming the sampling date and weather conditions and going through boating safety and
           sampling equipment checklists  prior to launching the sampling boat (Tasks 1 through 3).
         • Finding the sampling site and documenting observations about water and weather
           conditions (Tasks 4 and 5).
         • Taking a temperature and oxygen profile, entering the readings on the sampling form, and
           then mailing the form to program officials (Tasks 6 - 8). To take a profile measurement,
           lower a thermistor and oxygen probe on a calibrated cable through the water column. At
           specified intervals, read and record the temperature and dissolved oxygen concentration.
         • The program manager should provide a sampling schedule and a sampling protocol sheet
           to volunteers. In general,  monitors should be in structed to conduct sampling between 10
           a.m. and 3 p.m. Volunteers must understand, however, that there is flexibility in both the
           day and time, especially in consideration of weather conditions.
         • Volunteers' common  sense and good judgment should dictate when it is appropriate to
           sample. Both good and unacceptable weather conditions should  be defined during training
           sessions. Under no circumstances should volunteers be on the water during rain or
           electrical storms, high winds (white caps), or other unsafe conditions.

      TASK1

      Confirm sampling day and weather conditions.

      Elements of Task 1

         • Check the sampling date on the program sampling schedule.
         • Check the current and forecasted weather and decide if the conditions allow for safe
           sampling. The volunteer should also  be instructed to confirm this decision after personally
           inspecting lake  conditions prior to launching the boat and  beginning the sampling trip.

      TASK 2

      Go through the boating safety equipment checklist.

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

      Volunteers should wear a life preserver (Type 1, 2, or 3 personal flotation device)  at all times.
      Volunteers should

      Elements of Task 2
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         • Confirm that the following boating safety equipment are on board the sampling boat
         • A personal flotation device for each person that is Coast Guard-approved, readily available,
           and the proper size.
         • First aid kit
         • Other equipment that may be required by State and local boating laws

      TASK 3

      Go through equipment and supply checklist for sampling tasks.

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

      Elements of Task 3

         • Confirm that the following sampling equipment and supplies are on board the boat.
         • Anchor (with a measured  line if a depth check is required). Two anchors are helpful on
           windy days.
         • Weighted calibrated sounding line for measuring depth
         • Clipboard and pencils
         • Map of lake with sampling site and landmarks marked

         • Sampling protocol sheet
         • Sampling form
         • Dissolved oxygen meter with thermistor

      TASK 4

      Position boat at the designated  sample site.

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

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

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

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

      TASKS

      Complete the observations portion of the sampling form.

      Volunteers should record their observations about the lake and weather conditions on the
      sampling form. Elements of Task 5

         • Record the lake and site name, the date, the time of sampling, and the names of volunteers
           doing the sampling.
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         •  Record weather and water condition observations.
         •  Record any other factors or conditions that make the sam pling trip unusual or may
            potentially influence results. For example, report any chemical, mechanical, or biological
            control of algae or rooted aquatic plants.

      TASK 6

      Measure the depth of the site.

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

      TASK 7

      Measure the temperature and dissolved oxygen profile.

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

      Elements of Task 7

         •  Check to make sure that the oxygen probe is securely attached to the measured line.
         •  Lower the probe into the water just below the surface, let the probe acclimate according the
            manufacturer's instructions, take a temperature and oxygen reading, and record it on the
            data sheet.
         •  Lower the thermistor tvo the next deeper interval and repeat these steps.
         •  Continue to collect readings at each interval until the probe is approximately one to two
            meters above the bottom.

      TASKS

      Ship forms.

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

      References

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

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

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

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

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

      Tennessee
      TVA Citizen Water Quality Monitoring Program
      Tennessee Valley Authority
      Water Quality Department
      2S-270C Haney Building
      311 Broad Street
      Chattanooga, TN 37402-2801 79
                                        Office of Water

                      Volunteer Lake Monitoring: A Methods Manual

                Chapter 6: Monitoring Other Lake Conditions



      6.A Monitoring Sedimentation

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

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

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

      Working along a transect line, volunteers can:

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

      6.B Monitoring Suspended Sediment

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

      Total solids is a term used to describe all the matter suspended or dissolved in water.

      Total suspended solids is that portion of the total solids that are retained on filter paper after a
      sample of water is passed through.

      Citizens can monitor the suspended sediment condition by measuring two parameters:

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

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

      The concentration of total suspended solids in a water sample is analyzed in a laboratory.
      Procedures involve the use of a filtering appara tus, a special drying oven that can maintain a
      constant temperature between 103° and 105° F and a sensitive analytical balance capable of
      weighing material to 0.1 milligrams. In most cases, volunteers will take a grab sample just below
      the surface in an area designated by the planning committee. The sample must be kept cold and
      shipped to the laboratory as soon as possible after collection to minimize microbiological
      decomposition of solids. This monitoring is particularly useful for analyzing trends in suspended
      material after storm events. For this reason, the planning commit tee may wish to instruct
      volunteers to sample on a two-week schedule for baseline purposes and then to conduct
      additional sampling after storms.

      6.C Monitoring Acidification

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

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

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

      Alkalinity, or acid-neutralizing capacity, refers to the ability of a solution to resist changes in pH by
      neutralizing acid input.  In most lakes, buffering is accomplished through a complex interaction of
      bicarbonates, carbonates, and hydroxides in the water. The higher the alkalinity, the greater the
      ability of the water to neutralize acids.

      Lakes with low alkalinity are not well buffered. These lakes are often adversely affected by  acid
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      inputs. After a short time, their pH levels will drop to a point that eliminates acid-intolerant forms of
      aquatic life. Fish are particularly affected by low pH waters.

      The planning committee can designate pH and alkalinity sampling to occur at the lake's center or
      at special areas of interest. The depth where samples are taken can vary with program objectives,
      but one meter is usually sufficient for a general characterization of a lake.

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

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

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

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

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

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

      The end point pH for determining alkalinity varies according to the approximate  actual alkalinity of
      the sample.

      When titrating, the end point pH can be determined in two basic ways:

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

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

      As with pH, the objectives of the volunteer monitoring program and the data quality requirements
      of the program customers will guide the decision on which test kit to purchase.

      The Gran analysis  method is an alternative technique for charac terizing a lake's acidification
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      condition. Commonly used in scien tific studies of acidic deposition, the method provides
      information, referred to as acid neutralizing capacity because it includes carbonate, bicarbonate,
      and hydroxide alkalinity plus the additional buff ering capacity of organic acids and other
      compounds.

      6.D Monitoring Bacteria at Bathing Beaches

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

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

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

          •  fecal coliform bacteria; and
          •  enterococcus bacteria.

      Coliforms belong to the enteric bacteria group, Enterobacteriaceae, which consists of various
      species found in the environment and in the intestinal tract of warm-blooded animals. Fecal
      conforms are the part of the coliform group that are derived from the feces  of warm-blooded
      animals. The fecal test differentiates between conforms of fecal origin and those from other
      sources.

      Enterococcus are a subset of  the fecal coliform group. Like fecal conforms, they, too, indicate
      fecal contamination by warm-blooded animals. They are useful because they are found only in
      certain animals. Examination of the ratio of fecal coliform to enterococcus can, there fore, indicate
      whether the bacterial pollution is from humans or animals.

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

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

      There are six steps in  most basic procedures:

          •  Remove the cap from a  sterile collection bottle without touching the inside of the cap or the
            inside of the bottle.
          •  Grip the bottle at the base and plunge it in a downward motion into the water to a depth of
            12 to 18 inches.
          •  Using a forward sweeping motion (so water is not washed over the hand into the bottle),
            invert the bottle  and bring it to the surface.
          •  Empty it slightly to leave approximately one inch of air at the top.
          •  Re-cap the container, then label and store it at a temperature between 39° and 45° F.
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         • Transport the bottle to the laboratory as soon as possible after sampling.

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

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

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

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

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

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

      87
                                         Office of Water

                       Volunteer Lake Monitoring: A Methods Manual

                      Chapter 7:  Training  Citizen Volunteers



      7.A The Training Process

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

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

      From the volunteers' perspective, effective training stimulates confi dence and increases the
      desire to do the job right. In addition, the data collected by well-trained volunteers tend to be of
      higher quality and thus more valuable to users.
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      Training is a dynamic process. It does not simply begin and end with a kickoff classroom session
      for new volunteers. For example, follow-up training must occur to resolve specific operating
      problems  discovered in an on-going program.

      Even experienced volunteers benefit from occasional continuing education sessions, which help
      everyone  stay in touch with the program and foster the ideal of team effort.

      The planning committee should plan volunteer training from three basic perspectives:

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

      Each of the three training perspectives requires the presentation of unique material. The training
      processes involved in presenting this material, however, are similar.

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

      Phase 1: Creating a Job Analysis

      Phase 2:  Planning the Training

      Phase 3:  Presenting  the Training

      Phase 4:  Evaluating the Training

      Phase 5: Conducting Ongoing Coaching, Motivation, and Feedback

      Each of these phases are discussed in the following sections.

      7.B Creating a Job Analysis

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

      When job  tasks are performed with  consistency:

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

      There are four steps  in creating a job analysis:

         •  developing a list of sampling tasks;
         •  determining the required quality level for each task;
         •  defining the job elements that comprise each task; and
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         •  creating a sample protocol or job description handout for the volunteers.

      The sampling protocols presented in the previous chapters can be used as a basic outline for
      creating job analyses. The planning committee can take the job tasks, quality levels, and
      elements described in the chapters and add the detail unique to the operation of their individual
      program.

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

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

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

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

      7.C Planning the Training

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

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

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

      In practice, it is often best to structure the training program so that there are group sessions as
      well as individual follow-up sessions  for each lake. Given this scenario,  the group presentation
      can be used to introduce program personnel and educate the  volunteers about the following
      topics:

         •  purpose, goals, and objectives;
         •  basic lake ecology, preservation, and management;
         •  how the collected data will be used and by whom;
         •  the role of volunteers;
         •  lake condition being monitored;
         •  parameters to monitor the condition;
         •  procedures to measure the parameters;
         •  distribution and preparation of  the sampling equipment;  and
         •  how the results are reported to the data users and to the volunteers.
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      On-lake follow-up sessions will reinforce what was taught in the classroom and allow program
      officials to adapt any special variations of training protocol.  Topics such as how to find a sampling
      site and how to prepare samples for shipment can be discussed and practiced at the actual
      locations.

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

      Sample Mini Lesson:

      Secchi Disk
      The content and activities of the mini lesson need to be planned so that the task is covered
      thoroughly within the time allotted. The lessons should include volunteer participation wherever
      possible. Active participation usually stimulates questions and enhances the learning experience.

      Training Topic: Measuring Algae

      Mini Lesson: Taking a  Secchi disk measurement

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

      Time Allotted: 30 minutes

      Equipment: Secchi disks (to be distributed to volunteers)

      Rope lines (to be attached by the volunteers)

      Clothes pins

      Data sheet Pencils


      Topic A: Introduce the Secchi disk

         •  Distribute the equipment to the volunteers.
         •  Explain that the basic purpose of the Secchi disk is to measure water transparency.
         •  Discuss the historical significance of the Secchi disk mea surement.
         •  Explain standard characteristics of the disk.

      Topic B: Note factors influencing water transparency readings

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

      Topic C: Purpose of the Secchi disk measurement

         •  Discuss how the Secchi disk data collected by the volunteers will be used and by whom.
         •  Discuss the importance of data quality.
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            Topic D: How to take a Secchi disk measurement
         •  Demonstrate how a reading is taken.
         •  Discuss the range of Secchi disk depths likely to be encountered in the field.

      Topic E: Attaching, marking, and flagging the line

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

      Topic F: Learning the motions

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

      Topic G: Filling out the data sheet

         •  Demonstrate how to record the Secchi disk measurement on the data sheet.

      Topic H: Quality control

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

      Topic I: Closing the lesson

         •  Review the Secchi disk measurement procedure and  ask for questions.

      7.D Presenting the Training

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

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

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

      Preparation

      There is nothing more important than good preparation. The lesson  planning phase discussed in
      the previous section will provide the trainer with the basic agenda for the  session. The trainer,
      however, will have the responsibility to adapt the lesson to the  expectations, knowledge, and
      experience of the audience. An effective trainer,  for example, will  prepare separate sessions for
      new volunteers and experienced volun teers.
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      The person presenting the training must know the material and be organized. Lectures, activities,
      and discussions should be planned and kept to a timetable.

      Similarly, demonstration materials, audio/visual equipment, and handouts must be accessible and
      easily incorporated into the presentation. The trainer must be able to anticipate and respond to
      problems and questions that may occur during an actual training session.

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

      Presentation

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

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

      Demonstration

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

      Review

      During the  review portion of the training session, the trainer summa rizes what was learned and
      the audience is given an opportunity to ask questions. The session should close with the
      reassurance that volunteers will continue to receive training through out their tenure with the
      monitoring  program.

      7.E Evaluating the Training

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

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

      Basically, training evaluation focuses on:

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

      7.F Follow-up Coaching, Motivation, and  Feedback

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

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

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

      The key to follow-up coaching is personal contact. In  many cases, however, it is enough to  call
      volunteers periodically to find out how they feel the program is going and ask if they have
      questions. This personal touch, which increases volunteer satisfaction, should  be maintained
      throughout the life of the program.

      The companion manual to this document, Volunteer Water Monitoring: A Guide for State
      Managers, discusses several other ways to maintain volun teer interest. These techniques include:

         • sending volunteers regular data reports;
         • keeping volunteers informed about all uses of their data;
         • preparing a regular newsletter;
         • having program officials be easily accessible for questions and requests;
         • providing volunteers with educational opportunities;
         • keeping the local media informed of the goals and findings of the monitoring effort;
         • recognizing the efforts of the volunteers through certificates, awards, or other means; and
         • providing volunteers with opportunities to grow  with the program through additional training,
           learning opportunities, and changing responsibilities.

      References

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

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


                                         Office of Water

                       Volunteer Lake  Monitoring: A Methods Manual


                   Chapter 8:  Presenting Monitoring Results
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      8.A Overview of Data Presentations

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

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

      The Importance of Credible Data

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

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

      Presenting the Data

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

      Three rules apply when presenting data to volunteers.

         • The data presentation should not be overly technical or insultingly simple. Graphics are
           extremely helpful.
         • The data presentation should convey information with a specific purpose in mind (e.g., to
           show a trend,  to illustrate seasonal variations or variations with depth, or to identify problem
           sites).
         • The data presentation must be timely and relevant to the lake condition. Volunteers and
           other data  users will lose interest in the program if significant delays occur between the
           sampling season and the presentation of data results.

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

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

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

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

      The pie graph compares parts to the whole. In a pie graph, each value in the data set is
      represented by a wedge in a circular pie. The pie as a whole equals 100 percent of the total
      values in the data set. The size of any individual wedge, therefore, corresponds to the percentage
      that the value represents to the total.

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

      Listed below are some basic rules when  creating graphs.

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

      Summary Statistics

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

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

      The mean is a statistic that describes the central tendency of the data set. Standard deviation
      describes the variability or spread of the  data around the mean.  Traditionally, the mean and
      standard deviation are the  statistics used to summarize a  set of lake data.
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       In practical application, however, the mean and standard deviation are not always the appropriate
       summary statistics to use because lake data do not usually follow textbook patterns of normal
       distribution around an average value. Instead, the data are frequently skewed in one direction or
       the other.

       This skewness occurs because there are many important factors that influence  lake conditions,
       including the changing seasons, weather condi tions, and  activity in the lake and watershed. As a
       result, the parameters used to describe lake conditions are constantly in a state of flux.

       Thus, skewness can usually be expected, especially when measuring the parameters that
       characterize an algal condition (Secchi disk transpar ency, chlorophyll a, and total phosphorus
       concentration). Chlorophyll a concentration, for example, may go through  several cycles each
       year. It may be low in  the spring, high during a mid-summer algae bloom, and low again in the
       fall.

       Robust Statistics

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

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

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

       The Box  Plot

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

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

       A box plot is constructed using the following steps:

         1.  Order the data from  lowest to highest.
         2.  Plot the lowest and highest values on  the graph as short horizontal  lines.  These are the
            extreme values of the data set and repre sent the data range.
         3.  Determine the 75 percent value and 25 percent value of the data set. These values define
            the interquartile  range and are represented by the location  of the top and bottom lines of
            the box.
         4.  The horizontal length of the lines that define the top  and  bottom lines of the box (the box
            width) can  be used as a relative indica tion of the size of the data set. For example, the box
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            width that describes a lake data set of 20 values can be displayed twice as wide as a lake
            with a data set of 10 values. Alternatively, the width may be set as proportional to the
            square root of the sample size. Any proportional scheme can be used as long as it is
            consistently applied.
         5.  Close the box by drawing vertical lines that connect to the ends of the horizontal lines.
         6.  Plot the median as a dashed line in the box.

      8.B Algae Results

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

      Volunteer Lake was sampled on the 1st and  15th of the month from May 15 to October 15. The
      lake depth at the sampling station was 30 feet. At one sampling site over the deepest part of the
      lake, volunteers:

          •  measured Secchi disk transparency,
          •  took a chlorophyll a sample at a depth  of 3  feet, and
          •  took total phosphorus samples at depths of 3 feet and 26 feet.

      Secchi Disk Transparency

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

      Miniature  Secchi disks extend down from the surface to the actual Secchi disk reading.

      General trends in Secchi disk measurements can be noted in this data presentation, but the
      graphic emphasis is on the individual reading on  each sampling date.

      Chlorophyll a

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

      The horizontal axis presents the sampling dates.  The vertical axis is a scale of chlorophyll a
      values. Like the Secchi disk graph, general trends can be noted, but the graphic emphasis is on
      the chlorophyll a concentration on each sampling date.

      Total Phosphorus

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

      The horizontal axis presents the sampling dates.  The vertical axis is a scale of total phosphorus
      values. As with the other bar graphs, general trends in measurements can be noted, but the
      graphic emphasis is on phos phorus concentrations measured on each sampling date.
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      Data Interpretation

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

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

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

         •  Secchi disk readings were highest in May and October, and lowest in September.
         •  Chlorophyll a concentrations were relatively low from May through July. After July 15,
            concentrations increased, reach ing a maximum concentration on September 15.
         •  Phosphorus concentrations at a depth of 3 feet were generally moderate in May and
            October and relatively low in the summer. Phosphorus concentrations near the lake bottom
            were generally moderate in May, June, and  October. Concentrations increased during the
            summer, reaching a maximum on September 1.
         •  The algal population  can affect water clarity during the summer and early fall. This  is
            evidenced  by the fact that Secchi disk readings and chlorophyll a concentration followed
            opposite paths. When one was high, the other was low. Notably, the lowest Secchi disk
            reading occurred on  the same date as the highest chlorophyll a concentration (September
            15).
            The reduction of water transparency on June 15 may be due to algae, but it may also be due
            to increased water turbidity from a spring rain. A check of the field data sheet can often
            explain sudden variations in data magnitude.
         •  Algae  take up and then remove phosphorus from the surface waters as they die and sink to
            the lake bottom. This is evidenced by lowered phosphorus concentrations during the
            summer.
         •  The lake probably stratifies into a warmer upper layer (epilimnion) and a colder lower layer
            (hypolimnion). Also, the lower layer probably is also anoxic in the summer. This theory is
            supported by the large concentration of phosphorus found in the lower layer during those
            months. The likely source of this phosphorus is lake bottom sediments that leach
            phosphorus to the overlying waters under anoxic conditions.
         •  In all likelihood, Volunteer Lake experiences a spring and fall overturn. This is evidenced by
            nearly equal shallow and deep total phosphorus concentrations on May 15 (spring
            overturn), October 1, and again on October  15 (fall overturn). The nearly equal
            concentrations indicate that the lake is mixing vertically and distributing phosphorus evenly
            throughout the water column.
         •  There  may be a problem with fall algal blooms, which will reduce water clarity.  Fall overturn
            may be stimulating increased growth when it brings phosphorus (released from the
            sediments during anoxic conditions) to the surface waters.  Algae often reproduce rapidly
            when given this new  pulse of nutrients.

      Trophic State

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

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

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

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

      The program manager must be aware, however, that the Carlson trophic state index was
      developed for use with lakes that have few rooted aquatic plants and little non-algal turbidity. Use
      of the index with lakes that do not have these characteristics is not appropriate.

      TSI = 60 -14.41  In Secchi disk (meters) TSI = 9.81 In Chlorophyll a (ug/L)  + 30.6
      TSI = 14.42 In Total phosphorus (ug/L) + 4.15

      where:

      TSI = Carlson trophic state index
      In = natural logarithm

      The formulas for calculating the Carlson trophic state index values for Secchi disk, chlorophyll a,
      and total phosphorus are presented below. Also presented is a table that lists the trophic state
      values and the corre spending measurements of the three parameters.

      Ranges of trophic state index values are often grouped into trophic state classifications. The
      range between 40 and 50 is usually associated with mesotrophy (moderate productivity).  Index
      values greater than 50 are associated with eutrophy (high productivity). Values less than 40 are
      associated with oligotrophy (low productivity).

      Presented below are Carlson trophic state index values for Volun teer Lake. Summer averages
      (June 15 - September 1) are used in the calcula tions. As seen from the TSI values, Volunteer
      Lake can be classified somewhere near the border of mesotrophy and eutrophy.

      Secchi Disk

      Average Summer Secchi disk = 5.9 feet = 1.8 meters

      TSI = 60 -14.41  (In Secchi disk (meters))

      TSI =60-(14.41) (0.59)

      TSI = 51.5

      Total  Phosphorus
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      Average Summer Surface Total Phosphorus = 19.6 ug/L

      TSI = 14.42 (In Total phosphorus (ug/L)) + 4.15

      TSI = (14.42) (2.98) = 4.15

      TSI = 47.1

      Chlorophyll aAverage Summer Chlorophyll a = 17.2 ug/L

      TSI = (9.81) (In Chlorophyll a (ug/L)) + 30.6

      TSI = (9.81) (2.84)+ 30.6

      TSI = 58.5

      8.C Aquatic Plant Results

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

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

            Estimates of the percent composition of the different plant types at each transect station are
            best displayed by using a pie graph. Relative density information can also  be incorporated
            into the graph. Identified plants can be listed along with a sketch and a short description.

      8.D Dissolved Oxygen Results

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

      Temperature and oxygen profiles were measured at one sampling site located over the deepest
      part of the lake on April 15 and July 15. Using a temperature/oxygen meter, volunteers recorded
      readings at five-foot intervals from the surface to the lake bottom. A data table of the results is
      presented below.

      Results of the temperature and dissolved oxygen measurements (profiles) can be presented
      together on the same line graph (page 117). The horizontal axis displays a range of values that
      can be read both as dis solved oxygen units (mg/L) and temperature units (°C). The vertical axis
      represents the water column of the lake with the surface at the graph's top and the lake bottom at
      the graph's bottom.

      References

      Carlson, R.E. 1977. A Trophic State Index for Lakes. Limnol. Oceanogr. 22:363-369.
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      Cooke, G.D., Welch, E.B., Peterson, S.A. and Newroth, P.R. 1986. Lake and Reservoir
      Restoration. Butterworth Publ. Stoneham, MA.

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

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

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

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

      A partial list of chemical and scientific equipment companies that supply volun teer lake
      monitoring programs

      Chestertown, MD21620
      Millipore Corporation
      Technical Services
      800-225-1380

      Thomas Scientific
      Main Office
      609-467-2000
      VWR Scientific
      P.O. Box 2643
      Irving, TX 75061
      800-527-1576

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

      YSI Incorporated
      1725 Brannum Lane
      Yellow Springs, Ohio 45387

      Cost ranges for some typical monitoring equipment: Secchi disc $20-$40
      Water Samplers $100 - $400
      Dissolved Oxygen Meter $500-$1,000
      Dissolved Oxygen Sampling Kit $40 - $60
      pH Meter $300 - $500
      pH Test Kit $40 - $60
      Alkalinity Test Kit $20 - $50
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       Phosphate Test Kit $100 - $400

       Fisher Scientific
       711 Forbes Ave.
       Pittsburgh, PA 152
       9800-225-4040

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

       Hydrolab Corporation
       P.O. Box 50116
       Austin, TX 78763
       512-255-804

       LaMotte Chemical Products Inc.
       P.O. Box 329
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