N. Scott Urquhart Anthony R. Olsen ANATOMY OF SAMPLING STUDIES

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ANATOMY OF SAMPLING STUDIES
OF
ECOLOGICAL RESPONSES THROUGH TIME
{on the web at http://www.oregonstate.edu/instruct/st571/urquhart/anatomy/index.htm}
by
N. Scott Urquhart
Oregon State University, USA
and
Anthony R. Olsen
US EPA
MSTS/2004
ANATOMY # 1
STARMAP FUNDING
Space-Time Aquatic Resources Modeling and
Analysis Program
The work reported here today was developed under the STAR
Research Assistance Agreement CR-829095 awarded by the
U.S. Environmental Protection Agency (EPA) to Colorado
State University. This presentation has not been formally
reviewed by EPA. The views expressed here are solely those
of presenters and STARMAP, the Program they represent.
EPA does not endorse any products or commercial services
mentioned in these presentation.
This research is funded by
MSTS/2004
U.S.EPA – Science To Achieve
Results (STAR) Program
Cooperative
# CR - 829095
Agreement
ANATOMY # 2
THE AUTHORS
 N. SCOTT URQUHART


Trained in Statistics
About 40 Years of Experience in Applications
 Worked With Ecologists in Desert, Arctic, Pacific Northwest
 Many Surveys with Rural Sociologists and Ag Economists
 Including 10 years with EPA’s Environmental Monitoring and
Assessment Program (EMAP)
 ACADEMIC And AGENCY; PLANT And ANIMAL
 ANTHONY (Tony) R. OLSEN


Trained in Statistics
30+ Years of Experience in Private and Government Applications
 Worked With Atmospheric Modelers And Air Pollution Field
Scientists
 Survey Experience With Health Professionals And Large-scale
National Resource Monitoring
 Now Statistical Lead with EPA’s EMAP
MSTS/2004
ANATOMY # 3
EVOLUTION OF THE “ANATOMY”
 The first step in the development of the
ANATOMY focused on experimental design
situations.
 Served as the structure for several part-semester
courses in advanced statistical methods at New
Mexico State University
 Eventually published as
 Urquhart, N. S. (1981). Anatomy of a study.
HortScience 16:621-627.
 Experience with EMAP led to its expansion to
surveys
MSTS/2004
ANATOMY # 4
TODAY’S CONTEXT for
SURVEYS
 “EMAP-type Situations”
EMAP = US EPA’S Environmental
Monitoring and Assessment Program
 Estimate Status, Changes ...
In Indicators
 Estimate Status, Changes, ...
In Extent
 Describe Associations ...
MSTS/2004
ANATOMY # 5
Objective #1: Estimate the status, changes and trends in
selected indicators of the condition of our Nation's
ecological resources on a regional scale
with known confidence
17.6%
± 10%
6.8%
± 6%
31.8%
± 8%
43.8%
± 12%
Hypereutrophic
(N=258)
Eutrophic
Mesotrophic
Oligotrophic
Source: EMAP Northeast
MSTS/2004
Lakes Study
ANATOMY # 6
Objective #2: Estimate the status, changes and trends
in the extent and geographic coverage of our Nation's
ecological resources on a regional scale with known
confidence
12000
Est.
Lake #
North
east
SE
Est.
Area
SE
10000
8000
11,455
1,251
4,030
814
6000
Adir
1,506
285
1,082
395
4000
NEU
C/L/P
5,689
4,280
1,206
1,048
2,099
758
850
254
2000
0
Northeast
Adir = Adirondacks;
NEU = New England Uplands;
MSTS/2004
C/L/P
= Coast & Lake Plains
Adir
NEU
C/L/P
Source: EMAP NortheastANATOMY
Lakes Study
#7
Objective #3: Describe associations
between indicators of anthropogenic stress
and indicators of condition
Fish Index of Biotic Integrity
Relative Ranking of Stressors
Good
Sedimentation
(Insufficient
Data)
17%
Riparian Habitat
24%
Mine Drainage
17%
31%
11%
10%
Tissue Contamination
Fair
Phosphorus
5%
Nitrogen
5%
Acid Mine Drainage
0%
Proportion of Stream Length
Source: EMAP Mid-Atlantic
MSTS/2004
14%
Acidic Deposition
36%
Poor
25%
Highlands Assessment
1%
10%
20%
30%
40%
% of Stream Length
ANATOMY # 8
WHO MUST COMMUNICATE







MSTS/2004
Ecologists & Other Biologists
Statisticians
Geographers
Geographic Information Specialists (GIS)
Information Managers
Quality Assurance Personnel
Managers, At Various Levels
ANATOMY # 9
“SAMPLING”
 A WORD OF MANY MEANINGS
 Statisticians Often Associate It With Survey
Sampling
 An Ecologist May Associate It with the Selection of
Local Sites or Material
 A Laboratory Scientist May Associate It With the
Selection Of Material to be Analyzed from
Material Supplied
 Common General Meaning, Varied Specific
Meanings
MSTS/2004
ANATOMY # 10
THE SPECIAL NEED

Communication Demands a Distinction
Between
 The
Local Process of Evaluating a Response,
and
 The Statistical Selection of a Sampling Unit,
 For example,
A LAKE
A POINT ON A STEAM
MSTS/2004
ANATOMY # 11
THE SPECIAL NEED - continued
 The Terms
 Response Design
 Sampling Design or Survey Design
 Can Be Used to Make this Distinction
 But a Complex Ecological Survey
Clearly Has More Parts Than These!
MSTS/2004
ANATOMY # 12
BASIC ROLES
 Survey Design Tells Us Where to Go to
Collect Sample Information or Material
 Response Design Tells Us What to Do
Once We Get There
 But These Two Components Exist in a
Broader Context
MSTS/2004
ANATOMY # 13
AN IMPORTANT DISTINCTION
 Monitoring Strategy
 Conceptual
 Impacted by Objectives
 Addressable Without Regard to
the Inference Strategy
 Inference Strategy
MSTS/2004
ANATOMY # 14
AN IMPORTANT DISTINCTION
- continued

Monitoring Strategy
 ..........

Inference Strategy
 Places to Evaluate the Response – “the
WHERE”
 Relation Between Points Evaluated and
the Population
 IE, the Basis for Inference
MSTS/2004
ANATOMY # 15
SAMPLING STUDIES OF ECOLOGICAL
RESPONSES THROUGH TIME HAVE

Monitoring Strategy
 Universe Model
 Statistical Population
 Domain Design
 Response Design
These components
exist regardless
of the
inference strategy
Inference Strategy

 Survey Design
 Temporal Design
These components
exist for any
monitoring strategy
 Quality Assurance Design
MSTS/2004
ANATOMY # 16
SAMPLING STUDIES OF ECOLOGICAL
RESPONSES THROUGH TIME HAVE
 MONITORING STRATEGY




Universe Model
Statistical Population
Domain Design
Response Design
 INFERENCE STRATEGY
 Survey Design
 Temporal Design
 Quality Assurance Design
MSTS/2004
ANATOMY # 17
The MONITORING STRATEGY
 The MONITORING STRATEGY MUST
RESPOND TO
 Monitoring Objectives
 State of Knowledge in Ecological Sciences
 Characteristics of Ecological Resource(s)
of Interest
 EXPECTED FUNDING Compared To COSTS
 Operational Constraints
MSTS/2004
ANATOMY # 18
SAMPLING STUDIES OF ECOLOGICAL
RESPONSES THROUGH TIME HAVE
 MONITORING STRATEGY
 Universe Model
 Statistical Population
 Domain Design
 Response Design
 INFERENCE STRATEGY
 Survey Design
 Temporal Design
 Quality Assurance Design
MSTS/2004
ANATOMY # 19
The UNIVERSE MODEL
 Reality (Universe): Ecological Entity Within
a Defined Geographic Area to Be Monitored
 Model of the Universe:
 Development of a Monitoring Approach
Requires Construction of a Model for the
Universe
 Elements Of The Universe Model: Set of
Entities Composing The Entire Universe
MSTS/2004
ANATOMY # 20
The UNIVERSE MODEL
 Population Description and Its Sampling
Require Definition of the “Units” in the
Population

Discrete Units:
 Lakes May Be Viewed This Way

Continuous Structure in Space of Some
Dimension:
 2-space: forests or agroecosystems
 1-space: Streams
 3-space: Ground Water
MSTS/2004
ANATOMY # 21
THE MODEL FOR STREAMS
Strahler Orders
Second
Order
First Orders
First Orders
First Orders
First Order
MSTS/2004
ANATOMY # 22
SAMPLING STUDIES OF ECOLOGICAL
RESPONSES THROUGH TIME HAVE
 MONITORING STRATEGY
 Universe Model
 Statistical Population
 Domain Design
 Response Design
 INFERENCE STRATEGY
 Survey Design
 Temporal Design
 Quality Assurance Design
MSTS/2004
ANATOMY # 23
The STATISTICAL POPULATION
 The Collection of Units (as modeled) Over Some
Region of Definition
 Spatial
 Temporal
 SPATIAL And TEMPORAL
 Population Definition Could Include Features
Which Depend on Response Values
 EX: acid sensitive streams at upper elevations
MSTS/2004
ANATOMY # 24
SAMPLING STUDIES OF ECOLOGICAL
RESPONSES THROUGH TIME HAVE
 MONITORING STRATEGY
 Universe Model
 Statistical Population
 Domain Design
 Response Design
 INFERENCE STRATEGY
 Survey Design
 Temporal Design
 Quality Assurance Design
MSTS/2004
ANATOMY # 25
The DOMAIN Design
 Specifies Subpopulations or “Domains” of
Special Interest
 May Specify Meaningful Comparisons
Between Domains
 Similar to Planned Comparisons in
Experimental Design Situations
 Domain Design May Depend on Response
Values
 Ex: Warm Versus Cold Water Lakes
MSTS/2004
ANATOMY # 26
The DOMAIN DESIGN - continued
 Specifies Subpopulations or
“Domains” of
Special Interest
 Determined From Defining Factors For
The Monitoring Activity
 Must Have Critical Connection To Clients
 Other Domains May Be Used For Analysis,
Without Having Been Used In Defining The
Monitoring Strategy
 EX: EMAP domains include ECOAREAS
and STANDARD FEDERAL REGIONS
MSTS/2004
ANATOMY # 27
SAMPLING STUDIES OF ECOLOGICAL
RESPONSES THROUGH TIME HAVE
 MONITORING STRATEGY
 Universe Model
 Statistical Population
 Domain Design
 Response Design
 INFERENCE STRATEGY
 Survey Design
 Temporal Design
 Quality Assurance Design
MSTS/2004
ANATOMY # 28
The RESPONSE Design
 The Response Design Specifies

The Process of Obtaining A Response
 At An Individual Element (Site)
 Of The Resource
 During A Single Monitoring Period

Response: What Will Be Determined
On An Element –
 Needs To Be Responsive to the Objectives of the
Monitoring Activity
MSTS/2004
ANATOMY # 29
The RESPONSE Design - continued

EMAP Responses Focus On Indicators of
 STRESS and
 Condition
 The Response Design Also Defines

Plot Design

Measurement Protocols
 Support Region – area around the site where material
is collected, or measurements are taken

Data Reduction Protocols

Calculation Of The Final Indicator Value for the
Element
MSTS/2004
ANATOMY # 30
The RESPONSE Design
- Continued
 For example, consider a response related to
macroinvertebrates in streams

MSTS/2004
RESPONSE = proportion EPT (This is the
proportion of collected macrobenthos
organisms, mainly insects, which fall in the
taxonomic classes of Ephemeroptera ,
Plecoptera , or Trichoptera. Low values
indicate polluted streams; high values indicate
rather pristine streams)
ANATOMY # 31
The RESPONSE Design - continued - 2
 ... response related to macrobenthos ...

The COLLECTION UNITS could be 10
30cm x 30cm areas, systematically organized, at
the stream site, sampled with a “Surber
sampler”

The EVALUATION UNIT could be a jar
containing the composite of all macroinvertebrate
organisms collected at the 10 collection sites, or

MSTS/2004
The EVALUATION UNIT also could be a jar
containing a 1/6 subsample of the composite of
macroinvertebrate organisms collected in the
10 collection units.
ANATOMY # 32
The RESPONSE Design - continued - 3
 ... response related to macrobenthos ...

The LABORATORY EVALUATION of the
material would consist of determining and
recording the taxa (like family, genus, or
species) of each organism in the evaluation
material

The RESPONSE would be determined by
computing the number of organisms in the
evaluation material belonging to the E, P, T
taxonomic classes, and dividing this by the
number of organisms classified.
ANATOMY # 33
MSTS/2004
SAMPLING STUDIES OF ECOLOGICAL
RESPONSES THROUGH TIME HAVE
 MONITORING STRATEGY




Universe Model
Statistical Population
Domain Design
Response Design
 INFERENCE STRATEGY
 Survey Design
 Temporal Design
 Quality Assurance Design
MSTS/2004
ANATOMY # 34
The INFERENCE STRATEGY

Is The Basis For Scientific Inference

Provides The Connection Between Objectives and the
Monitoring Strategy

Monitoring Strategy Usually Must Rely on Obtaining
Information on a Subset Of All Possible Elements in
the Universe

Specifies Which Elements of the Universe Will Have
Responses Determined on Them

Can Be Based On Either ... (continued )
MSTS/2004
ANATOMY # 35
The INFERENCE STRATEGY
(continued)
 ... Connection ...
 ... Subset ...
 ... Have Responses
 Can Be Based On Either

Judgment Selection Of Units
 Inferential Validity Rests on Knowledge Of Relation
Between the Universe And the Units Evaluated

Probability Selection Of Units
 (The Focus Here)
MSTS/2004
ANATOMY # 36
SAMPLING STUDIES OF ECOLOGICAL
RESPONSES THROUGH TIME HAVE
 MONITORING STRATEGY
 Universe Model
 Statistical Population
 Domain Design
 Response Design
 INFERENCE STRATEGY
 Survey Design
 Temporal Design
 Quality Assurance Design
MSTS/2004
ANATOMY # 37
The SURVEY Design
 Probability Based Survey Designs Are
Considered Here
 May Be Somewhat Limited To Sedentary Resources
 Positive Features
(As An Observational Study)


MSTS/2004
Permit Clear Statistical Inference to
Well-Defined Populations
Measurements Often can be Made in Natural
Settings, Giving Rise to Greater Realism
Eventual Results
ANATOMY # 38
The SURVEY DESIGN - CONTINUED
 Disadvantages

Limited Control Over Values of Predictor
Variables

Restricts Causative Inference

Usually Will Produce Inaccessible Sampling
Points
 Good - For Inference
 Bad - For Logistics
MSTS/2004
ANATOMY # 39
The SURVEY DESIGN - CONTINUED
 Execution of a Sampling Plan Requires
 A Sampling Frame
 A way to identify elements in the population
 Usually somewhat inaccurate for ecological
resources
– Example selecting vegetation sites along the Colorado
River in the Grand Canyon
MSTS/2004
ANATOMY # 40
VIEW DOWN TRANSECT AT
MILE 12.3
MSTS/2004
ANATOMY # 41
CLIFF AT
MILE 135.2
(PARTIAL
HEIGHT)
MSTS/2004
ANATOMY # 42
The SURVEY DESIGN - CONTINUED
 Execution of a Sampling Plan Requires
 A Sampling Frame
 A way to identify elements in the population
 Usually somewhat inaccurate for ecological
resources
– Example selecting vegetation sites along the Colorado
River in the Grand Canyon
 Example: Frame for selecting field sites on streams
in the Western US
MSTS/2004
ANATOMY # 43
FRAME ERRORS
TO BE DOCUMENTED SHORTLY
 Water Body Size
 Flow Status -- re Perennial
 Identified As Perennial, but not correct
 Wastes Effort Of Field Crews
 Identified as Non-perennial, but Really is
Perennial
 Missed Resource
 Inaccurate Assessment
MSTS/2004
ANATOMY # 44
EMAP-West Stream/river Length
(km ± 95% CI)
from Peck, et al (2002) - EMAP symposium
Frame Source
RF3 Coded
Perennial
RF3 Frame Evaluated
Evaluated
Size
“Perennial” Non-perennial
656,706
501,060
15,590
128,328
12,709
1,628,980
112,537
21,278
1,469,277
63,515
613,597
26,378
1,597,605
64,774
(Perennial Survey)
RF3 Coded
Non-perennial
(Non-perennial Survey)
Total
MSTS/2004
2,285,686
ANATOMY # 45
EMAP-West Stream/river Length
(km ± 95% CI)
from Peck, et al (2002) - EMAP symposium
Frame Source
RF3 Coded
Perennial
RF3 Frame Evaluated
Evaluated
Size
“Perennial” Non-perennial
656,706
501,060
15,590
128,328
12,709
1,628,980
112,537
21,278
1,469,277
63,515
613,597
26,378
1,597,605
64,774
(Perennial Survey)
RF3 Coded
Non-perennial
(Non-perennial Survey)
Total
MSTS/2004
2,285,686
ANATOMY # 46
EMAP-West Stream/river Length
(km ± 95% CI)
from Peck, et al (2002) - EMAP symposium
Frame Source
RF3 Coded
Perennial
RF3 Frame Evaluated
Evaluated
Size
“Perennial” Non-perennial
656,706
501,060
15,590
128,328
12,709
1,628,980
112,537
21,278
1,469,277
63,515
613,597
26,378
1,597,605
64,774
(Perennial Survey)
RF3 Coded
Non-perennial
(Non-perennial Survey)
Total
MSTS/2004
2,285,686
ANATOMY # 47
The SURVEY DESIGN - CONTINUED
 Execution of a Sampling Plan Requires
 A Sampling Frame
 A way to identify elements in the population
 Usually somewhat inaccurate for ecological
resources
– Example selecting vegetation sites along the Colorado
River in the Grand Canyon
 Example: Frame for selecting field sites on streams
in the Western US
 May change over time
– As, for example, land use changes
MSTS/2004
ANATOMY # 48
SITE SELECTION
 Needs to Accommodate Realities Such As
 Frame Imperfection
 Frame Which Changes Over Time
 Sites nearly Uniform Over the Resource
 But with substantial randomization
 Supports Variable Probability of Selection
 Generalized Random Tessellation Stratified
Sampling = GRTS
 The topic of the next session
MSTS/2004
ANATOMY # 49
The EMAP SURVEY Design
 Assures Representation and Inference to




Populations
Adapted to Resource Characteristics
Emphasizes Spatial Allocation of Samples
Uses Two-phase Sampling; Phase I
Based on a Randomized Point Grid and
Associated Areas
MSTS/2004
ANATOMY # 50
EMAP EXAMPLE OF SELECTED
SITES
Mid-Appalachian Highlands Stream Pilot
MSTS/2004
ANATOMY # 51
MSTS/2004
ANATOMY # 52
EMAP EXAMPLE OF SELECTED
SITES
 Western Stream Pilot
 Non-perennial/perennial survey
 Survey of perennial streams
MSTS/2004
ANATOMY # 53
MSTS/2004
ANATOMY # 54
SAMPLING STUDIES OF ECOLOGICAL
RESPONSES THROUGH TIME HAVE
 MONITORING STRATEGY
 Universe Model
 Statistical Population
 Domain Design
 Response Design
 INFERENCE STRATEGY
 Survey Design
 Temporal Design
 Quality Assurance Design
MSTS/2004
ANATOMY # 55
The TEMPORAL Design
 The TEMPORAL DESIGN specifies the
pattern of revisits to sites selected by the
Survey Design

Sampled population units are partitioned into
one (degenerate case) or more PANELS.

Each population unit in the same panel has the
same temporal pattern of revisits.

Panel definition could be probabilistic or
systematic
 Several temporal designs follow
MSTS/2004
ANATOMY # 56
TEMPORAL DESIGN:
ROTATING PANEL
PANEL
1
2
3
4
5
6
7
8
9
MSTS/2004
1
X
2
X
X
TIME PERIOD ( ex:
3 4 5 6 7 8
X X X
X X X X
X X X X X
X X X X X
X X X X
X X X
X X
X
YEARS)
9 10 11 12 13 ...
X
X
X
X
X
X
X X
X X
X X
X
X X
ANATOMY # 57
TEMPORAL DESIGN:
ROTATING PANEL
 A Rotating Panel Design is the Temporal Design Used by the
National Agricultural Statistical Service (US - “NASS”) for
Some Surveys
 This Temporal Design is “Connected” in the Experimental
Design Sense
 It is Fairly Well Suited For Estimation “Status,” but not
Particularly Powerful For Detecting Trend Over
Intermediate Time Spans
MSTS/2004
ANATOMY # 58
TEMPORAL DESIGN:
SERIALLY ALTERNATING
TIME PERIOD ( ex: YEARS)
PANEL 1 2 3 4 5 6 7 8 9 10 11 12 13 ...
1
X
X
X
X
2
X
X
X
3
X
X
X
4
X
X
X
 This Temporal Design is “Unconnected” in the
Experimental Design Sense. This was the
Temporal Design Initially Prescribed For
EMAP,
But ...
MSTS/2004
ANATOMY # 59
TEMPORAL DESIGN:
AUGMENTED SERIALLY ALTERNATING
TIME PERIOD ( ex: YEARS)
PANEL 1 2 3 4 5 6 7 8 9 10 11 12 13 ...
0
X X X X X X X X X X X X X
1
X
X
X
X
2
X
X
X
3
X
X
X
4
X
X
X
This Temporal Design Is “Connected” In The Experimental
Design Sense, but Consider Its potential for Trampling
Effects.
MSTS/2004
ANATOMY # 60
TEMPORAL DESIGN:
PARTIALLY AUGMENTED
SERIALLY ALTERNATING
TIME PERIOD ( ex: YEARS)
PANEL 1 2 3 4 5 6 7 8 9 10 11 12 13 ...
0
X X X X X
1
X
X
X
X
2
X
X
X
3
X
X
X
4
X
X
X
This Temporal Design is “Connected” in The Experimental
Design Sense, but is Weak for Estimating Period Effects.
MSTS/2004
ANATOMY # 61
TEMPORAL DESIGN:
SERIALLY ALTERNATING
WITH CONSECUTIVE YEAR REVISITS
TIME PERIOD ( ex: YEARS)
PANEL 1 2 3 4 5 6 7 8 9 10 11 12 13 ...
1
X X
X X
X X
X
2
X X
X X
X X
3
X X
X X
X X
4
X X
X X
X X
This Temporal Design is “Connected” in the Experimental Design Sense
 But It Provides Visits to Only Half as Many Sites as the Base Serially
Alternating Design.
MSTS/2004
ANATOMY # 62
TEMPORAL DESIGN: SPLIT PANEL
SERIALLY ALTERNATING
PLUS SERIALLY ALTERNATING WITH CONSECUTIVE YEAR
REVISITS
PANEL
1
1A
2
2A
3
3A
4
4A
TIME PERIOD ( ex: YEARS)
1 2 3 4 5 6 7 8 9 10 11
X
X
X
X X
X X
X X
X
X
X
X X
X X
X X
X
X
X
X X
X X
X
X
X
X X
X X
12 13 ...
X
X
X
X
X X
This Temporal Design is “Connected” in the Experimental Design Sense
MSTS/2004
ANATOMY # 63
TEMPORAL DESIGN: SPLIT PANEL
SERIALLY ALTERNATING
PLUS SERIALLY ALTERNATING WITH WITHIN YEAR
AND CONSECUTIVE YEAR REVISITS
THE TEMPORAL DESIGN IN USE BY EMAP - SURFACE WATERS
PANEL
1
1A
2
2A
3
3A
4
4A
MSTS/2004
1
X
X
X
2
X
X
X
X
X
TIME PERIOD ( ex:
3
4
5
6
7
8
X
X X
X X
X
X
X X
X
X X
X
X
X X
X X
X X
X X
X
X
X X
X
X X
X
YEARS)
9 10 11 12 13 ...
X
X
X X
X
X X
X
X
X X
X X
X
X X
X X
X
X
X X
X
X X
ANATOMY # 64
THE REVISIT SPLIT PANEL OF THE
THE TEMPORAL DESIGN IN USE BY
EMAP - SURFACE WATERS
PANEL
1A
2A
3A
4A
MSTS/2004
1 2
X X
X X
X
X
TIME PERIOD ( ex: YEARS)
3 4 5 6 7 8 9 10 11
X X
X X
X X
X X
X
X X
X X
X
X X
X X
X X
X X
X
X X
X X
X
X X
X X
X X
X X
12 13 ...
X
X
X
X
X X
X X
ANATOMY # 65
TEMPORAL DESIGN: SPLIT PANEL
SERIALLY ALTERNATING
PLUS SERIALLY ALTERNATING WITH WITHIN YEAR
AND CONSECUTIVE YEAR REVISITS
THE TEMPORAL DESIGN IN USE BY EMAP - SURFACE WATERS
 This Temporal Design is “Connected” in the Experimental
Design Sense
 It Also Supports Estimation of the Site by Time Period
(site by year) Interaction.
 Revisits To About 10% Of Sites Allocates about 30%
of Resources To Revisits
MSTS/2004
ANATOMY # 66
SAMPLING STUDIES OF ECOLOGICAL
RESPONSES THROUGH TIME HAVE
 MONITORING STRATEGY
 Universe Model
 Statistical Population
 Domain Design
 Response Design
 INFERENCE STRATEGY
 Survey Design
 Temporal Design
 Quality Assurance Design
MSTS/2004
ANATOMY # 67
QUALITY ASSURANCE DESIGN

Defines Those Activities Intended to Provide Data
of Known Quality:
 Blind duplicates
 Accepted chemical standards, Etc
 Can Provide Valid Estimates of the Variance of
Pure Measurement Error
MSTS/2004
ANATOMY # 68
END OF PLANNED
PRESENTATION
MSTS/2004
ANATOMY # 69
RELEVANT COMPONENTS OF
VARIANCE FOR EMAP
 POPULATION = LAKE or STREAM, for example





YEAR YEAR by SITE CREW SHORT TERM TEMPORAL - index window PROTOCOL ERROR -
 MEASUREMENT ERROR -
MSTS/2004
ANATOMY # 70
RELEVANT COMPONENTS OF
VARIANCE FOR EMAP

WHAT DOES IT TAKE TO ESTIMATE THESE?
 WHICH ONES SHOULD BE INCLUDED IN
“RESIDUAL” VARIANCE
 WHICH TREND MUST OVERCOME TO BE
DEMONSTRATED?
MSTS/2004
ANATOMY # 71
COMPARISONS TO USUAL PERSPECTIVES
OF FINITE POPULATION SAMPLING
 UNIVERSE MODEL
(AS DISTINCT FROM THE UNIVERSE)

NOT RELEVANT

VIEWED AS A LIST
 POPULATION

MSTS/2004
VERY SIMILAR, OTHER THAN DIFFERENCES
IMPLICIT IN THE UNIVERSE MODEL
ANATOMY # 72
COMPARISONS TO USUAL PERSPECTIVES
OF FINITE POPULATION SAMPLING
continued
 DOMAIN DESIGN
 USUALLY NOT EXPLICITLY ACKNOWLEDGED,
BUT VIEWED AS PART OF THE DESIGN
PROCESS
 RESPONSE DESIGN


QUESTIONNAIRE CONSTRUCTION AND DESIGN
SOME ELEMENTS OF INTERVIEW PROTOCOLS
 SURVEY DESIGN

MSTS/2004
RELATIVELY SIMILAR
ANATOMY # 73
COMPARISONS TO USUAL PERSPECTIVES
OF FINITE POPULATION SAMPLING
continued - 2
 TEMPORAL DESIGN

PRESENT, BUT



MANY FINITE POPULATION SURVEYS ARE ONE-TIME
MANY LARGE SURVEYS HAVE A TEMPORAL
DIMENSION
CHANGE USUALLY IS OF FAR MORE INTEREST
THAN TREND
 SURVEY LITERATURE DISTINGUISHES
BETWEEN
 GROSS CHANGE - follows units across time
 NET CHANGE - recognizes that change can occur
MSTS/2004
ANATOMY # 74
in
COMPARISONS TO USUAL PERSPECTIVES
OF FINITE POPULATION SAMPLING
continued - 3
 QUALITY ASSURANCE DESIGN
 SURVEYS OF HUMANS (OR BUSINESSES, ETC)
HAVE A VERY SIMILAR INTENT, BUT DETAILS
DIFFER SUBSTANTIALLY
 SUPERVISION IN PHONE SURVEYS
 QUESTIONS TO CONFIRM RESPONDENT
CONSISTENCY
 REINTERVIEWS and SIMILAR
REEVALUATIONS
MSTS/2004
ANATOMY # 75
SAMPLING STUDIES OF ECOLOGICAL
RESPONSES THROUGH TIME HAVE
 MONITORING STRATEGY
 UNIVERSE MODEL
 STATISTICAL POPULATION
 DOMAIN DESIGN
 RESPONSE DESIGN
These components
exist regardless
of the
inference strategy
 INFERENCE STRATEGY
 SURVEY DESIGN
 TEMPORAL DESIGN
These components
exist for any
monitoring strategy
 QUALITY ASSURANCE DESIGN
MSTS/2004
ANATOMY # 76
LINKS TO MONITORING
REPORTS/DOCUMENTATION
 Links to various monitoring programs,
 To the program’s site
 One to its methods, and
 One to a current report.
 As links change in an unpredictable fashion,
 The “search words” should provide a quick path to the
current link.
 Speaker on this program representing that program
MSTS/2004
ANATOMY # 77
LINKS TO MONITORING
REPORTS/DOCUMENTATION
(Continued)
 Adelaide Coastal Waters Study
 Program site:
http://www.environment.sa.gov.au/epa/acws.html
http://www.clw.csiro.au/acws/ (more technical of the two)
 Current Report:
http://www.environment.sa.gov.au/epa/pdfs/acwsnewsno5.pdf
 Methods:
http://www.clw.csiro.au/acws/IS1.html
 Search words: adelaide coastal waters study; acws au
 Speaker: David Fox, University of Adelaide
MSTS/2004
ANATOMY # 78
LINKS TO MONITORING
REPORTS/DOCUMENTATION
(Continued)
 Alberta Biodiversity Monitoring Program (ABMP)
 Program site:
http://www.abmp.arc.ab.ca/
 Current Report:
http://www.abmp.arc.ab.ca/AnnualReport2003.pd
f
 Methods:
http://www.abmp.arc.ab.ca/ScienceProtocols.htm
 Search words: alberta biodiversity monitoring
program; abmp ca
 Speaker: None, unfortunately
MSTS/2004
ANATOMY # 79
LINKS TO MONITORING
REPORTS/DOCUMENTATION
(Continued)
 Environmental Monitoring and Assessment
Program (EMAP)
 Program site:
http://www.epa.gov/emap/
 Current Report:
http://www.epa.gov/maia/html/maha.html
 Methods:
http://www.epa.gov/emap/html/pubs/docs/groupdocs/
surfwatr/field/ws_abs.html
 Search words: epa environmental monitoring assessment
program; emap epa
 Speaker here: Tony Olsen
MSTS/2004
ANATOMY # 80
LINKS TO MONITORING
REPORTS/DOCUMENTATION
(Continued)
 Forest Inventory and Analysis (FIA)
 Program site:
http://fia.fs.fed.us/
 Current Report:
http://www.fs.fed.us/research/sustain/
(for example)
 Methods:
http://fia.fs.fed.us/FIAProgramInformation.htm
(accessible at this link)
 Search words: forest inventory analysis; FIA USDA
 Speaker here: Mike Williams
MSTS/2004
ANATOMY # 81
LINKS TO MONITORING
REPORTS/DOCUMENTATION
(Continued)
 National Agricultural Statistical Service
(NASS)
 Program site:
http://www.usda.gov/nass/
 Current Reports:
http://www.usda.gov/nass/pubs/catalog2004.pdf

Research:
http://www.nass.usda.gov/research/SERS.htm
 Search words: national agricultural statistical service;
nass
 Speaker here: Carol House
MSTS/2004
ANATOMY # 82
LINKS TO MONITORING
REPORTS/DOCUMENTATION
(Continued)
 National Park Inventory and Monitoring Program
 Program site:
http://science.nature.nps.gov/im/index.htm
 Current Reports:
http://science.nature.nps.gov/im/reports.htm
 Methods:
http://science.nature.nps.gov/im/standards.htm
 Search words: national park monitoring natural
resources; nps im
 Speaker here: Steve Fancy
MSTS/2004
ANATOMY # 83
LINKS TO MONITORING
REPORTS/DOCUMENTATION
(Continued)
 National Resources Inventory( NRI)
 Program site:
http://www.nrcs.usda.gov/technical/NRI/
 Current Report:
http://www.nrcs.usda.gov/technical/land/nri02/
 Methods:
http://www.statlab.iastate.edu/survey/nri/#Nussera
ndGoebel
 Search words: national resources inventory;
web path: nrcs to technical to NRI
 Speakers here: Wayne Fuller & Jeff Goebel
MSTS/2004
ANATOMY # 84
LINKS TO MONITORING
REPORTS/DOCUMENTATION
(Continued)
 National Wetlands Inventory (NWI)
 Program site:
http://wetlands.fws.gov/
 Current Report:
http://training.fws.gov/library/Pubs9/wetlands86
-97_highres.pdf
 Methods:
documented in above report
 Search words:
national wetlands inventory
 Speaker here: Tom Dahl
MSTS/2004
ANATOMY # 85
LINKS TO MONITORING
REPORTS/DOCUMENTATION
(Continued)
 LEARNING MATERIALS RELATED TO
ENVIRONMENTAL SAMPLING
 (From a course at Oregon State University)
 ST571
http://oregonstate.edu/instruct/stat/urquhart/st571/index
.htm
 Presentation materials from talks presented here
will be available at
 http://www.stat.colostate.edu/starmap
 Opportunities->meetings;
 publications -> presentations;
 Learning materials
MSTS/2004
ANATOMY # 86
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