Design Tool for Inventory & Monitoring (DTIM) Design Tool for Inventory & Monitoring (DTIM) • Provide the Forest staffs with a method for designing plot-based portions of their monitoring program • Help determine key inventory and monitoring questions. • Evaluate existing data to estimate current conditions and monitor trends • Identify unmet information needs and sample sizes to meet precision requirements, then estimate acquisition costs. Inventory & Monitoring Toolkit • Design Tool – to identify monitoring needs, and to specify sampling design to balance cost and precision in order to address monitoring questions. • Portable Data Recorder Tool – software on PDR to collect, validate, and transfer data. Not currently part of DATIM. • Database and Compilation Tool – to store and compute calculated fields • Spatial / Tabular Analytical Tools – use standard methods or spatial means of specifying area for which to estimate tables and maps. Role of Design Tool for I&M (DTIM) FIA and Regional Data Sources Information Needs Design Tool Forest Plan Monitoring Guide Plot List Computed Variable Protocols List of Tables Protocol Sample Design Data Recorder Field Data Compilation Tool Database Spatial Data Analysis Tool Results for Forest Planning or Cumulative Effects Monitoring Steps • Typically, inventory planning starts with identifying the area to be sampled and the attributes to collect. • However, the survey will be better if planning starts with identification of the objectives – begin with the end in mind • The four tools address most of the 15 monitoring steps NIMAC has identified: – Design Phase – Data Collection – Data Storage and Compilation – Data Analysis and Decision Making The Planning Phase The Design Tool could help with the first 9 monitoring steps 1. 2. 3. 4. 5. 6. 7. 8. 9. Identify customers and set broad objectives Select monitoring questions Select attributes Assemble and evaluate existing data Set time/cost and precision constraints Select sampling and plot designs Select Plots Plan field work Train The PDR Tool 10. Collect data – Portable Data Recorder software can be customized based on the planning phase. 11. Enter and store data – the data should be entered and checked while in the field using PDR software, then transferred electronically to the office. The Compilation Tool 12.Compile data – the FVS compilation tool computes derived variables, such as basal area or biomass, and stores them in an enhanced version of FSVeg. The Analytical Tool 13.Assess and interpret data – use the spatial/tabular analytical tool to ask questions of the data and compare the study area to the forest matrix. Final Steps in Adaptive Management 14.Evaluate objectives and monitoring protocol. Did the data collected meet the information needs? 15.Decide on future forest/grassland management • • • • • Biennial Monitoring Reports Watershed Assessments Climate Scorecard Plan Amendments or Revisions Broad-scale monitoring Design Tool for Inventory & Monitoring (DTIM) • Designed to guide the survey planner through much of the first nine steps • Nationally and Regionally defined needs (pre-loaded in DTIM): – Create expert question/objective pick list. Customize question/objective list to region – Input national and regional inventory cost data • User defined needs (with help of expert): – Objectives, key I&M questions, remeasurement cycle, identification of population(s) – Identify tables and maps to answer questions The Planning Phase The Design Tool could help with the first 9 monitoring steps 1. Identify customers and set broad objectives – pick from list of broad objectives based on desired conditions or outcomes 2. Select monitoring questions – pick from list of generic questions based on the chosen objectives 3. Select attributes – pick from list of metrics for the questions chosen, then select from list of categorical attributes used to make tables to answer the questions. Then pick any additional attributes of interest Plan Goals to Be Monitored • • • • • • • • Ecosystem Restoration Wildlife Habitat Forest Health Control of Invasives Biological Diversity Forest Fire Effects Forest Productivity Mitigation & Adaptation Example Questions/Variables • What is the distribution of tree species across the forested landscape? What tree species are increasing or decreasing in ecological importance? • Are forests replacing themselves? What factors are impacting regeneration? • What is the composition and diversity of understory vegetation by forest type? Is native understory richness declining over time? • What invasive species are present? How are they responding to management? • What is the distribution of structural or age classes and how is it changing? • What are the growth and mortality rates by species ? Attribute List Area attributes: •Land use •capable of producing timber •Habitat type •forest type •age class •stand size Understory Attributes: • Number of seedlings/saplings • Deer damage on seedlings • Invasive plant species presence • % cover of invasive plant species •tree species •diameter class Overstory Attributes: • Number of trees • Net volume of all live trees • Net volume of growing stock • Gross Growth growing stock • Net volume of saw timber • Net growth growing stock • Removals growing stock • Biomass all live - aboveground • Mortality growing stock • Number of snags • Density of downed woody material • Stocking level (density) •tree species •diameter class •tree grade From Objectives to Attributes Broad Objectives Monitoring Questions Metric No. Indicator Metric 3 Tree growth and mortality rates Volume, acres Tree condition % having poor crowns or dead, acres Crown condition % having poor crowns, acres, basal area, volume) Tree regeneration Acres, Seedling, sapling, and tree stems/ac; Tree harvest Volume, acres Tree growth and mortality rates Volume, acres Tree harvest Volume, acres 4 Forest Health What is the current status and trends in health of the forest ? 5 6 29 Forest Productivity and Sustainability What are the components of growth, harvest, and net change? 3 29 Evaluate Existing Data • • • • Identify the various data sources for evaluation Use ATIM for FIA data and its Regional data, if any Identify limitations of all appropriate sources. If can answer the monitoring questions with existing data, then stop. – Else re-evaluate information needs – Or Explore Alternatives. The Planning Phase 4. Assess existing data – use the Analytical Tool on FIA or other existing data to determine whether they are sufficient to answer the questions, or to assess their variability if they are not adequate. Explore and Select Monitoring Alternative • • Consider Costs Consider Options – Precision – Protocols – Sampling Design – Plot Design – Information Management • Select Inventory The Planning Phase 5. Set time/cost and precision constraints – If existing data are inadequate, then identify the costs of each component of monitoring. Specify precision and scale of analysis for key metrics. 6. Develop an efficient plot and sampling design – balance cost and precision in order to address monitoring questions. Based on the plot design chosen, determine sample size. Plot Design: Design Optimization Features Identify the different subplot kinds: overstory, understory, soils, etc Specify the size of each Specify the number of them Specify their spatial arrangement (distance) Sampling Design: Plot Selection 7. Select plots – select plot locations in a spatially balanced way based on chosen sample size and sampling rules. • • Random Spatially Balanced – Systematic (grid or other tessellation) – SFC – Space Filling Curve Field Planning 8. Plan field work – generate field manual text for selected attributes 9. Train – generate training materials for selected attributes. Follow up QA/QC is an option. Provide Guidance for an Implementation Plan • Determine Software Needs – – – – – • • • Migrate and prepare any prior plot data Data Recorder Auditing/Editing software Data loading into the Data Mart Compilation Tool – prepare data for analysis Determine Equipment Needs Populate Work Plan Develop Contract, as appropriate Contact DATIM Project Leader Charles T. “Chip” Scott National Inventory & Monitoring Applications Center (NIMAC) Forest Inventory & Analysis USDA Forest Service 11 Campus Blvd., Suite 200 Newtown Square, PA 19073 610-557-4020 ctscott@fs.fed.us www.nrs.fs.fed.us/nimac