BioControl (2012) 57:331–347 DOI 10.1007/s10526-011-9436-9 Tamarisk biocontrol, endangered species risk and resolution of conflict through riparian restoration Tom L. Dudley • Daniel W. Bean Received: 1 April 2011 / Accepted: 18 December 2011 / Published online: 30 December 2011 International Organization for Biological Control (IOBC) 2011 Abstract A long-standing debate between wildlife agencies and biological control researchers and practitioners concerns Diorhabda carinulata Desbrochers (Coleoptera: Chrysomelidae) introduced to suppress invasive Tamarix spp. (Tamaricaceae), and potential impacts of Tamarix defoliation on endangered southwestern willow flycatchers using this non-native plant as nesting habitat in some western riparian ecosystems. The conflict and ensuing legal actions are currently centered on the presence of D. carinulata within the breeding range of the flycatcher in the Virgin River watershed, which has led to APHIS termination of permits supporting the biocontrol development program and has also affected other programs to develop biocontrol agents against environmental weeds. Central to concerns over wildlife is the lack of rehabilitation of native vegetation where biocontrol is expected, so there are current and planned efforts to promote restoration of native cottonwood-willow habitat to mitigate the anticipation decline in Tamarix cover. A strategic approach Handling Editor: Mark Hoddle T. L. Dudley (&) Marine Science Institute, University of California, Santa Barbara, CA 93106-6150, USA e-mail: tdudley@msi.ucsb.edu D. W. Bean Colorado Department of Agriculture, Palisade Insectary, 750 37.8 Rd., Palisade, CO 81526, USA e-mail: Dan.Bean@ag.state.co.us to riparian restoration is outlined which could facilitate sustainable, and scientifically documented recovery of this iconic habitat type. While the results of these efforts will not be known immediately, the process which is leading to riparian restoration has brought specialists from both sides of the debate together in search of resolution via collaboration, and if successful, may allow re-initiation of the Tamarix biocontrol program attendant with habitat enhancement for wildlife species of conservation concern. Keywords Tamarisk Biological control Southwestern willow flycatcher Ecological restoration Riparian ecosystem Tamarix Diorhabda Coleoptera Chrysomelidae Introduction The introduction of saltcedar leaf beetles, Diorhabda spp. Weise, for biological control of invasive tamarisk (Tamarix spp.; also known as saltcedar) has been one of the most visually dramatic weed biocontrol programs ever developed (DeLoach et al. 2004; Hudgeons et al. 2007; Bateman et al. 2010). Following one or two years of initial establishment at several release sites in western North America, insect dispersal and subsequent feeding by larval and adult insects numbering in excess of 1,000 per tree, near-complete defoliation of plants over large areas has been observed (Tracy and Robbins 123 332 2009; Pattison et al. 2010). In particular the establishment of D. carinulata Desbrochers in Nevada, USA and several other western states, now including dispersal into Arizona, has led to thousands of hectares defoliated, often two or three times over the course of a single season with multiple generations of beetles (Bean et al. 2007; Pattison et al. 2010; Dalin et al. 2010). This success has met not with cheers of approval, but instead has exacerbated a long-running conflict between weed control measures and protection of endangered species (Dudley and DeLoach 2004) that not only has greatly hindered the expansion and evaluation of this biocontrol program, but has repercussions for biocontrol development programs targeting many environmental weeds. This paper presents key information related to the tamarisk biocontrol program, and is also intended to explore the opportunity to promote habitat restoration in parallel with weed control as a practical approach to moving beyond conflict into facilitating ecosystem recovery and biodiversity enhancement in the context of invasive plant suppression. Background and statement of problem Tamarix biocontrol program history Tamarix species were introduced into North America from Eurasia roughly two centuries ago, but expanded dramatically in western riparian systems in the early part of the twentieth century as river regulation, water diversion and human occupation generally led to conditions favoring its invasion (Horton 1977; Shafroth et al. 2005). This expansion, including into many watersheds that were relatively undegraded and retained largely natural hydrologic regimes (Cleverly et al. 1997; Whiteman 2006; Mortenson and Weisberg 2010; Merritt and Poff 2010), was associated with a decline of native riparian cottonwood-willow (Populus spp., Salix spp.) woodlands (Howe and Knopf 1991) as well as mesquite (Prosopis spp.) bosque and other native vegetation complexes (Busch and Smith 1995; D’Antonio and Dudley 1997). Tamarix is now the third most common woody plant in western US riparian areas (Friedman et al. 2005), and is considered a noxious weed in most states west of the Mississippi River. Tamarisk dominance has led to alterations of riparian ecosystems including soil salinization, local reduction in water resources via excess transpiration 123 T. L. Dudley, D. W. Bean (Sala et al. 1996; Dahm et al. 2002), changing erosion and sedimentation regimes (Graf 1978; Vincent et al. 2009), and increasing the susceptibility of riparian areas to wildfire (Busch and Smith 1993; Dudley et al. 2011) although the environmental impact of some of these factors has been questioned (Sogge et al. 2008; Hultine et al. 2010). Tamarix spp. are also well-known to provide poor habitat to wildlife species, at least relative to the native riparian vegetation that has often been replaced (Ellis 1995; Hunter et al. 1988; Shafroth et al. 2005; Bateman and Paxton 2010). These apparent impacts have led to many programs to reduce Tamarix abundance in riparian systems (Shafroth et al. 2005), including the development of biological control to suppress infestations (Dudley et al. 2000; DeLoach et al. 2004). Overseas exploration for specialist herbivores suitable for biocontrol development was initiated in the 1970s by Lloyd Andres and Robert Pemberton, with the active support of wildlife agencies, including the US Fish & Wildlife Service (FWS; Stenquist 1999), and resulted in over 300 arthropods that were sufficiently specialized to be considered as potential candidates for biocontrol development (DeLoach et al. 1996). Of these, a chrysomelid leaf beetle, Diorhabda elongata Brullé was chosen along with several others for further efficacy and host range testing. In 1996 D. elongata carinulata (=D. elongata deserticola Chen), reclassified as D. carinulata (Tracy and Robbins 2009), received approval from the USDA Animal and Plant Health Inspection Service (APHIS) for field release, along with a mealy bug (Trabutina mannipara) suited to warm desert regions and later, a Mediterranean weevil (Coniatus tamarisci) (Tracy and Robbins 2009). About the same time, the southwestern sub-species of willow flycatcher (Empidonax traillii extimus) was listed in 1995 as endangered by the US Fish and Wildlife Service, and was documented to use Tamarix as nesting habitat in several locations in the lower Colorado River system and New Mexico (Sogge et al. 2003). Although displacement of native riparian vegetation by non-native plants was considered an important factor leading to endangerment of this bird (Federal Register 1995), Tamarix was a common nesting substrate in the region of proposed Critical Habitat (Fig. 1) and so it became necessary for the USDA Agricultural Research Service (ARS) and Tamarisk biocontrol, endangered species risk and resolution 333 Fig. 1 Southwestern willow flycatcher approximate breeding range shown by shaded envelope, with designated Critical Habitat indicated with darkened rivercourse lines, including the Virgin River in the northern extent of the birds’s range. The four other sub-species of willow flycatcher that breed north or east of this zone, while declining, are not formally protected APHIS, and its co-operating researchers, to enter into Section 7 Consultation with the FWS to assess whether biocontrol would potentially lead to a ‘taking’ of this listed species (Malakoff 1999; Dudley and DeLoach 2004). After extensive delays and negotiations between federal agencies, restrictions were placed on the program, including the elimination of proposed field release sites within an arbitrary 200-mile buffer zone around any known nesting of the flycatcher in Tamarix, and in 1999 cage releases went forward in the field at sites in Colorado, Nevada, California, Utah and other states well outside the flycatcher zone (Dudley et al. 2001). Open field releases were subsequently done at sites where cage trials had been successful, including sites in northern Nevada (Humboldt and Walker River Basins) and central Utah (Sevier River). At those sites establishment and defoliation by D. carinulata was dramatic (Pattison et al. 2010), leading to substantial target mortality over the course of three or more years (Fig. 2; Hudgeons et al. 2007). In addition, the introduction of this herbivore has lead to an upwardly cascading trophic effect, with increased abundance of generalist invertebrate predators (Bateman et al. 2010) and enhanced food availability for insectivorous wildlife species (Longland and Dudley 2008). Such resource enhancement has led to increased diversity and abundance of insectivorous passerines as observed at our northern Nevada study area (Fig. 3). The biocontrol program transitioned to its implementation stage for states above 38 North latitude (Kaufmann 2005), but the ‘no release’ policy was retained within the southwestern willow flycatcher buffer zone. However, that policy was informally modified without discussion as referring to any known presence of the bird, regardless of whether Tamarix was being used for habitat [‘‘biocontrol agents should not be used within the occupied range of the southwestern willow flycatcher’’ (Federal Register 2005)]. Greater detail regarding the Tamarix biocontrol program can be found elsewhere (DeLoach et al. 2004; Tracy and Robbins 2009; Dalin et al. 2010). The primary concern of wildlife agencies was that Tamarix defoliation during nesting could reduce tamarisk canopy cover over the nest site, exposing birds in the nest to excessive heating and desiccation, particularly because this species breeds relatively late in the season (June–July) (Sogge et al. 2003, 2008). Other worries were that defoliation also increased exposure of birds to predators and nest parasites, and even that the beetles themselves may be toxic. In some regions it was projected that stream conditions were too degraded to support reestablishment of native riparian plants, so Tamarix suppression might remove the only vegetation that tolerates anthropogenically damaged environments 123 334 Fig. 2 Herbivore-induced mortality of T. ramosissima trees following D. carinulata establishment at the Humboldt River, Nevada research release location. Bars indicate proportion of trees surviving in subsequent years, with solid bars representing the original release site which received intense repeat defoliation starting in 2002 following release in 2001. Cross-hatched bars are for a site 2 km distant where biocontrol insects fully established in 2004, and defoliation occurred repeatedly but with lesser intensity. Data are for the same individual trees monitored regularly at each site (n = 48 at release site, n = 30 at 2 km site), not a statistical sampling so no statistical error estimates are shown. Monitoring was discontinued in 2009 when numerous trees were lost as a consequence of fire and landowner management practices (Stromberg et al. 2007; Sogge et al. 2008; Hultine et al. 2010). It is likely correct that altered hydrology and degraded conditions in such locations present major barriers to re-establishment of native vegetation. However, the willow flycatcher no longer nests in the systems in question, and with rare exception occupies systems where some native riparian component is present, so recovery potential is realistic (Dudley and DeLoach 2004). Biocontrol establishment and controversy in the flycatcher zone In 2006 resource managers in southern Utah transported Diorhabda beetles from the Sevier River research release site in central Utah to control Tamarix along the Virgin River in the vicinity of St. George in southern Utah (Bateman et al. 2010). This brought the beetles into proximity to the willow flycatcher, which had been documented to nest in both tamarisk and native vegetation at several locations in the Virgin watershed (McLeod and Koronkiewicz 2010). We initiated monitoring of this population soon afterwards as it dispersed incrementally downstream and across the watershed, from its headwaters in Zion National 123 T. L. Dudley, D. W. Bean Park through the NW corner of Arizona and the Virgin Valley of southern Nevada (Bateman et al. 2010; Dudley et al. 2011). The D. carinulata population in the Virgin River has now converged with similar dispersal down a tributary stream, the Muddy River, at Lake Mead (Fig. 4). Knowing the extent of host defoliation observed at the original release sites, wildlife managers reacted with alarm to this unauthorized transfer (not illegal, as APHIS authorizes interstate transport, but does not regulate movements of biocontrol agents within a state’s boundaries). Federal regulators made the unusual decision to promote a media campaign in an attempt to halt and discredit the biocontrol program, even to the point of distributing Wild West-themed posters stating ‘‘not wanted in Arizona: Tamarisk leaf beetles’’. The growing controversy led to a lawsuit filed against APHIS and FWS by the Center for Biological Diversity and the Maricopa County Audubon Society, demanding that these federal agencies re-enter negotiations on the unsupported grounds that USDA participated in this release and also that the agency reneged on its assurance that no releases would occur near willow flycatcher breeding areas. As an example of the hyperbole that has unfortunately surrounded this debate, the following quotation is from a media release by the Center for Biological Diversity regarding its lawsuit: ‘‘We face loss of the flycatcher in the Southwest because APHIS has broken its promises and refuses to take responsibility for its actions. We now must appeal to the courts to help us save this adorable little migratory songbird’’ (CDB Center for Biological Diversity 2009). Because of this pending lawsuit, APHIS terminated consideration of PPQ 526 interstate transport permits and cancelled all existing permits for Diorhabda spp., thereby leaving current research and some monitoring programs without regulatory and logistical support, with admonitions to cease actions related to these permits with potential fines of US$250,000 (APHIS 2010). This cancellation affected programs nationwide, even in areas where releases had already been conducted and which were far from the southwestern willow flycatcher breeding range. The controversy caused consternation amongst practitioners, who in places as distant as Oregon, Colorado and Texas feared continuing existing Tamarix biocontrol programs and even considered insecticide treatments for sites where Diorhabda was already established. Tamarisk biocontrol, endangered species risk and resolution 335 Fig. 3 Abundances of passerine birds at the Walker River, Nevada research release site, shown as mean number of observations per transect over time within the Diorhabda establishment zone (black bars) and nearby where beetles had not yet colonized (grey bars); error values only given for those species observed on either transect for at least six of the eight census dates. Species that were significantly more common in the presence of beetles are indicated by asterisks (t-test P \ 0.05) while none was more common in their absence (tested for the six species observed on Csix survey dates). When the two blackbird species (Redwing, Brewer’s) were removed from analysis because these omnivores forage aerially or on the ground, rather than gleaning insects from branches, overall bird abundance was also greater where Diorahbda was present (paired t-test: t = 2.90, df = 18, P = 0.0096) (Dudley et al. 2009; Longland, Hitchcock and Dudley, unpub data) Adding to the controversy was the issue of how far south Tamarix biocontrol agents might establish. At a latitude of 37.1 North D. carinulata was near its original physiological southern limit in the upper Virgin River, restricted by day length-induced reproductive diapause as the Critical Day Length comes increasingly early in the season at more southerly latitudes (Bean et al. 2007). Population establishment was, however, quite robust (Fig. 4) indicating an improved capacity to delay response to this diapause cue. The ability for Diorhabda to expand its population extent was a novel, but not unexpected, factor resulting from natural selection for later diapause induction in the southern extent of insect range (Dalin et al. 2010; Bean et al. 2012) but the rate of continued southward progress beyond this indistinct boundary may be slow owing to the selection process requiring multiple generations for effective expression. Nonetheless, wildlife managers feared that beetles would rapidly overwhelm tamarisk-dominated riparian systems throughout the lower Colorado River region (as well as the upper Rio Grande system), potentially putting other southwestern willow flycatcher populations at risk (Sogge et al. 2008). In addition, unregulated biocontrol agent transfers, or ‘guerrilla introductions’, are suspected to have occurred elsewhere, and the potential exists for such transfers into southwestern willow flycatchers (SWFL) habitat using other Diorhabda species adapted to day length regimes in southern regions and already established in 123 336 T. L. Dudley, D. W. Bean Fig. 4 Distribution of Diorhabda carinulata (indicated by grey shading) as of September 2011, following dispersal from the initial release sites in St. George, Utah. Most colonization occurred from movement downstream, and upstream, in the Virgin River corridor, while some establishment was from disjunct dispersal into tributary systems, such as the Meadow Valley Wash/ Muddy River population which converged in 2011 with the Virgin River population at Lake Mead, and also from St. George to the mainstem Colorado River via Paria Canyon and/ or Kanab Creek. A different dispersal process not shown is down the Colorado River from Utah and Lake Powell places such as Texas and California (Dalin et al. 2010; Tracy and Robbins 2009). The degree of controversy, legal dispute and anxiety among all stakeholders increased the need to seek resolution and move forward, and in particular to address the long-recognized need to facilitate riparian ecosystem recovery as Tamarix biocontrol proceeded both in impact to target plants and geographic extent of Diorhabda establishment (Dudley and DeLoach 2004). This has been the key complaint of wildlife regulators since the initial findings of SWFL nesting in Tamarix: in the absence of a restoration plan for many Tamarix-infested watersheds, its suppression would be detrimental to the bird’s sustained presence (Sogge et al. 2008). The original sites for Tamarix biocontrol research testing were nominated by local stakeholders who anticipated that, if successful in suppressing Tamarix infestations, biocontrol would be followed by either direct restoration or anticipated natural recruitment of desirable species. In most locations, sufficient native plant populations, particularly of the Salix and Populus species (Salicaceae) earlier displaced by Tamarix invasion, were present to provide propagules (mainly seeds) to recruit under suitable hydrological conditions. These are the willows and cottonwoods 123 that are well-known to produce pulses of establishment following flood events that create environmental conditions favoring their germination (Stella et al. 2006a). However, in some of the more heavily degraded riparian systems of the southwestern US these iconic taxa are greatly reduced in abundance and environmental conditions may not be suitable for supporting native riparian recovery (Stromberg et al. 2007). Thus, wildlife managers assumed that either it was not possible to replace Tamarix with native plants that could support the willow flycatcher, or would take extraordinary efforts well ahead of biocontrol implementation to generate sufficient habitat to support the bird. Although these legitimate concerns are, in fact, largely irrelevant in much of the southwestern desert region where the SWFL no longer breeds, resistance to Tamarix biocontrol has not diminished, with no movement toward legal resolution of current disputes. A recent development further complicates the biocontrol dilemma, that is the presence of another specialist herbivore of Tamarix, a tamarisk weevil, possibly Coniatus splendidulus, recently documented in the Virgin watershed (Eckberg and Foster 2011; Dudley et al. 2011). While its taxonomic identity is not yet clear, this 3-mm insect is very similar in Tamarisk biocontrol, endangered species risk and resolution appearance and behavior to C. tamarisci considered previously for Tamarix biocontrol (Fornasari 1998). There is no evidence, however, that the insect maintained in quarantine several years was the source of this population which is now widespread in the desert southwest. Nonetheless, the eventual effect of Coniatus herbivory on Tamarix status in the Virgin River and elsewhere is unclear, but it does reinforce the concept that we must move beyond the notion of somehow stopping ‘biocontrol’, and developing ecosystem management approaches that incorporate Tamarix herbivory into riparian ecosystem dynamics. This is primarily a policy debate, not a scientific one, yet resolution requires marshalling scientific evidence and opinion through the political/regulatory gauntlet— towards illustrating that conservation objectives can be rationally met in the course of managing tamarisk infestations. If resolution can be found, it has broad implications as the legal and regulatory conflict arising from the Tamarix-Diorhabda-willow flycatcher situation also interferes with the development of biocontrol for other environmental weeds (e.g., Smith and Cristofaro 2010). Recent events have, thus, precipitated both the ecological and the regulatory conditions that make it important to overcome this impasse, bringing concerned parties together to develop a path forward for endangered species conservation and, in turn, possible renewed activity for the Tamarix biocontrol program. The central focus of the current discussion involves co-operative actions on promoting passive and active recovery of native riparian vegetation, and the ecological context for this process follows. Restoration for endangered species habitat Restoration and the willow flycatcher Restoration ecology is a subset of conservation biology, a multi-disciplinary field that seeks to promote biodiversity protection along with rehabilitation of ecosystem functions that sustain both environmental and economic values in human-altered ecosystems. Restoration of riparian ecosystems has been practiced for years with varying success (Palmer et al. 2009), primarily for natural resource enhancement and to promote so-called ecosystem services such as bank stabilization and erosion reduction, water conservation, effluent sequestration, and aquatic and 337 terrestrial wildlife production (Ehrenfeld 2000). Less often, the primary objective is to enhance populations of protected species, but this is an important secondary objective in promoting restoration programs. Achieving these goals is generally less successful than anticipated, particularly because long-term, self-sustaining biotic assemblages depend on re-creating complex, inter-linking ecosystems that are both resistant to natural and anthropogenic disturbances, and resilient so that natural recovery processes such as primary and secondary succession can proceed with little intervention (Poff et al. 1997). Restoration to specifically create habitat for a single endangered species, particularly in the context of a weed management program, is a narrow and atypical goal for ecosystem rehabilitation efforts. In riparian systems, wildlife species may have very specific requirements for habitat selection that are hard to re-create, and these tend to be functional ecosystem parameters (e.g., vegetation density, patch size, moisture conditions) rather than simply the presence of a target plant species growing at a site; you may build it… but they won’t necessarily come. Avian nest site selection is a particularly complex decision-making process using indirect environmental cues to indicate that future conditions will lead to breeding success (sufficient food resources, low incidence of predators, etc.), and often prior knowledge (site fidelity) that the site has been successful before (Stamps and Swaisgood 2007). The general habitat associations of the willow flycatcher are known (dense, multi-level vegetation adjacent to open water or saturated soils), but the precise cues it uses for nest site choice are poorly understood (Sogge et al. 2003). Furthermore, the type of vegetation it prefers is transitory, with habitat suitability declining as vegetative succession matures to larger trees and a less dense understory. Thus, riparian restoration should be done on a landscape scale, mimicking the natural successional processes and promoting conditions in which there is a shifting mosaic of vegetation patches with areas of early successional stands consistently present (cf. Cardinal and Paxton 2005). It is generally insufficient to just get some green plants growing. In the case of the willow flycatcher in tamariskinfested riparian areas, the basic goal is to ensure sufficient habitat is available which meets nesting requirements so that biocontrol-induced decline in Tamarix suitability can be mitigated by presence of 123 338 nearby vegetation as a refuge or alternative habitat element. The question is how to provide those requirements. Assuming that key environmental features (stand extent, adjacent standing water or saturated substrate, arthropod availability, etc.) are suitable, it should be relatively easy to establish fast-growing natives such as willows to supplement the suppressed tamarisk. However, willow flycatcher specialists acknowledge that such efforts to-date have not been successful in facilitating occupation (E. Paxton, pers. comm.). Large-scale native tree horticulture near the lower Colorado River by the US Bureau of Reclamation has attracted some sensitive native birds as the vegetation matures, particularly yellow-billed cuckoo (T. Olson, unpub. data) but willow flycatchers have not been similarly attracted to this novel feature. Anderson and Ohmart (1982) caution, however, that many years are required before desert riparian restoration success or failure can be reasonably judged. On the other hand, there are at least two situations where unassisted establishment of native plants, albeit with Tamarix present in the mixed composition stands, has promoted important increases in willow flycatcher occupation. At the Salt River and Tonto Creek inflows to Roosevelt Lake in Arizona, inundation followed by receding lake level during a drier period in the 1990s allowed establishment of willows, cottonwoods and some tamarisk, which led to a four-fold increase in the number of SWFL territories in the area (Newell et al. 2003). Likewise, at Elephant Butte Reservoir on the Rio Grande in New Mexico, when a large stand of tamarisk was inundated and subsequently replaced by native willows as levels stabilized a consistent increase in the willow flycatcher population was observed, from near absence prior to 1995 to over 225 nesting territories by 2008 (Fig. 5; Ahlers and Moore 2009). Almost 90% of nests were in native vegetation, 10% in mixed stands and only a trace were in tamarisk dominated areas. Both these cases represent numerical expansion of an extant flycatcher population rather than new colonization, but they provide good evidence that avian populations previously using tamarisk have sufficient resiliency to respond positively to recovery of native-dominated vegetation. Scale of restoration There are three levels of restoration or ecosystem recovery to be considered in the context of mitigating 123 T. L. Dudley, D. W. Bean Fig. 5 Data from Ahlers and Moore (2009) showing increase in abundance of nesting southwestern willow flycatchers at Elephant Butte Reservoir on the Rio Grande following reestablishment of primarily native riparian vegetation potential negative effects of Tamarix biocontrol, each involving a different approach to enhancing reproductive success. The first is to ensure that suitable structural vegetation elements are available in the immediate proximity of currently nesting birds, so that a nest that experiences diminished Tamarix cover will still have residual protection from direct sun physiological stress provided by other species (successful nests exhibited C90% canopy cover—McLeod and Koronkiewicz 2010). The second is to promote native vegetation in the general area of known nesting, facilitating the availability of suitable replacement nesting habitat to sustain local viability of returning birds. But the third approach is to restore native vegetation along currently unoccupied (at least by SWFL) river reaches to attract and support the expansion of the population, re-connect meta-population structures, and ideally to enable future de-listing of the species (the goal of endangered species policy). Protecting currently nesting birds from exposure by defoliation is probably not a realistic tactic, as it would involve immediate installation of canopy plants at the time of, or just prior to Diorhabda colonization and/or defoliation, potentially disrupting behavior of the nesting birds. Alternatively, managers could install artificial shade structures over individual nests if defoliation is imminent, but that could also attract predators to the nest site. The use of insecticides or chemicals that make the tamarisk foliage unappealing to Diorhabda has been discussed and may bear further consideration. Such manipulations, if not necessarily detrimental, are still unlikely to be allowed out of Tamarisk biocontrol, endangered species risk and resolution concern for interfering with a listed species. If site fidelity, the tendency to return to prior nesting locations, is high then perhaps woody native plants such as willows could be installed prior to nest establishment, such as the autumn of the previous year. While fidelity to a general location can be fairly high, returning birds are actually fairly mobile and are probably not likely to use the same tree or patch (Newell et al. 2003). Vagility is not surprising for a bird associated with highly dynamic fluvial systems where sites can change dramatically between years. The second tactic of promoting stands of native vegetation in close proximity to known nesting is a reasonable approach to restoration, taking advantage of the same site fidelity behavior but with lesser specificity by occupying alternative plants in the vicinity if they meet the requirements for nest placement. This may be an outcome if the first nesting attempt fails owing to exposure, as the SWFL is documented to regularly re-nest following nest failure (e.g., 25% of females in lower Colorado River studies, McLeod and Koronkiewicz 2010). The areal extent of currently occupied vegetation gives a clue as to how large a re-vegetated stand should be to serve this need, and for regional SWFL sites can be fairly narrow and less than a hectare in area (Ellis et al. 2009). Because the dimensional area is not exceptionally large, the expense of moderately intensive site management (manual installation of native plants, irrigation, fencing to exclude herbivores, etc.) can still be a costeffective approach to protecting endangered species in the short-term. Since SWFL prefer sites adjacent to open water or saturated soils, choosing restoration sites based on the availability of water close to the soil surface also means that conditions for growing phreatophytic plants are probably met and further, that irrigation may be a temporary need or even unnecessary. And in some inhabited locations in the 339 Virgin system, nesting stands are comprised of a mixture of Tamarix and native plants, mostly Salix spp. and some Populus fremontii, so restoration efforts would consist of encouraging existing vegetation rather than requiring large-scale installation of new plants. As noted above, such targeted re-vegetation has not been shown previously to attract SWFL in other locations. However, the first clear-cut case of restored site occupation was recently documented in the Virgin River system where the SWFL-tamarisk biocontrol controversy is focused. In the Utah portion of the watershed the Virgin River Program has facilitated mechanical and chemical tamarisk control in proximity to the City of St. George, simultaneous with the introduction and establishment of D. carinulata (Bateman et al. 2010). Re-vegetation was implemented by agencies affiliated with the Virgin River Program to restore native vegetation, and by 2009–2010 plants had developed a dense canopy and multi-layer vegetative structure. The willow flycatcher is already known to nest at several sites in this reach of the river, mostly in Tamarix despite presence of native willows in the system. Initially there was little change in nest site choice, and in 2009 Utah Division of Wildlife Resources biologists reported 15 nesting attempts by ten females, almost entirely in tamarisk resulting in 40% nest failures and only two juvenile birds fledged (Table 1). At least one of the nest trees was defoliated by Diorhabda, but a causative role of biocontrol could not be established as the mechanisms for nest failures were not identified. Similarly high failure rates are observed elsewhere in the watershed that beetles had not yet colonized, and predation remains the major source of mortality (McLeod and Koronkiewicz 2010). In 2010, however, there was a major behavioral shift to nesting in the restored native vegetation, with a Table 1 Southwestern willow flycatcher nesting success at restoration sites on the Virgin River near St. George, Utah, when nesting territories generally switched from tamarisk vegetation in 2009 to native willow vegetation in 2010 Nesting season No. of females % of Females using Tamarix* Nesting attempts Nests fledged 2009 10 90 15 2 (13%; 1 in Salix) 2010 9 22 20 6 (30%; all in Salix) The percentage of nests fledged is of all nests, including those that were from re-nesting by the same females although re-nesting is most commonly associated with prior nest failure in the same season. * Proportionate use of Tamarix versus Salix was not precisely reported for all nesting attempts 123 340 threefold increase in the number of juveniles fledged (Table 1). This is the best evidence to-date that active restoration of native vegetation can facilitate utilization of such habitat by SWFL, even where tamarisk is still present in the system. A note of caution: major flooding of the Virgin River in December 2010 scoured away a substantial quantity of restored SWFL habitat (S. Meismer, Virgin River Program, personnel communication), so it is unclear how sustainable these efforts will prove to be and illustrates why restoration in flood-prone watersheds must include eco-hydrological evaluation to enhance the probability of longterm success (Stella et al. 2006b). A more fundamental test is to verify whether restoration of native vegetation where the SWFL is no longer present can induce birds to re-occupy these abandoned reaches and river systems. These birds will move fairly large distances, as much as 140 km within and between watersheds (Paxton et al. 2007). Documented movement was to locations where other conspecifics form territories, but it is conceivable that they would occupy new areas within the dispersal range if conditions were appropriate. Thus the third, and most robust approach to sustaining and enhancing southwestern willow flycatcher populations is to promote watershed-scale restoration of native riparian assemblages. Restoration on the modest scale of sites or stream reaches is capital-intensive (Shafroth et al. 2005, 2007), but can still be cost-effective because the objectives are limited in spatial scope with relatively high potential for being achieved. On a larger scale the expense and labor involved in active re-vegetation of many river miles, often where access is limited, would be prohibitive. Our interdisciplinary team has proposed an innovative approach to riparian restoration of the Virgin River ecosystem that could lead to Fig. 6 Distribution of P. fremontii adult trees and seedlings over a 46-km reach of the Virgin River in Arizona and Nevada in summer 2009, indicating large spatial gaps in cottonwood distribution, and localized establishment in proximity to adult trees; courtesy M. Taylor and J. Stella 123 T. L. Dudley, D. W. Bean large-scale recovery of native vegetation to the benefit of the SWFL as well as many other riparian-dependent wildlife species, and at the same time may be quite cost-effective. Propagule Islands for watershed restoration Riparian plants that develop taproots from germinating seeds tend to grow more vigorously than transplanted trees (Bell 1997), but natural recruitment depends on availability of adult trees that can produce sufficient seed for extensive dispersal across floodplains, where many if not most sites are not favorable for germination (Mahoney and Rood 1998). Cottonwood trees that can act as seed sources for recruitment are nearly absent from the Arizona/Nevada reaches of the Virgin River (Fig. 6), save for limited patches near the towns of Littlefield and Beaver Dam, Arizona and Mesquite, Nevada and arborescent willows (e.g., Salix gooddingii) are infrequent. Nonetheless, hydrological conditions in the Virgin floodplain should still favor the establishment of these taxa (Mortenson and Weisberg 2010), which are evolved to disperse seeds in synchrony with high flow events (snowmelt run-off or direct precipitation, depending on region) that create the scoured substrates and moisture availability key to their germination and growth (Mahoney and Rood 1998; Stella et al. 2006a). Thus, recruitment seems to be limited by the low abundance of adult plants capable of dispersing propagules to extensive reaches, and so recruitment limitation (Lytle and Merritt 2004) could lead to poor replacement by native plants even as tamarisk declines in vigor and abundance. Unregulated livestock grazing also has an important role in excluding the few native trees that do germinate in the region and inhibiting maturation of Tamarisk biocontrol, endangered species risk and resolution surviving seedlings (Taylor and Dudley, unpub. data), but this impact may be lessened if propagule pressure were to be enhanced by expanding the number and distribution seed-bearing adult trees. A practical approach to promoting extensive seed dispersal and germination is to create a series of protected ‘propagule islands’, that is, native plant patches that could mature and produce sufficient seed ‘rain’ or dispersal kernels (Clark et al. 1999) to regenerate a native-dominated riparian woodlands along whole stream reaches under suitable hydrological conditions. This would be particularly valuable, and cost-effective, in the environmental context of Tamarix declining in abundance and cover over a very large landscape as biocontrol by Diorhabda progresses. Our team is currently evaluating the timing and abundance of seed production and dispersal in sites where mature P. fremontii (and S. gooddingii to a lesser extent) still occur, with the objective of determining the spatial distribution for propagule island creation that would ensure extensive seed dissemination and post-flood establishment. An ecohydrological assessment of the floodplain is also being conducted to determine where soil texture and salinity, moisture and seasonal depth to groundwater, and low relative probability of flood scour during high flow events will allow manually installed plants to thrive and achieve maturity. The assessment will also generate predictions of where and to what extent subsequent natural recruitment of native plants is expected to occur. This approach is being applied on a similarly large scale in the San Joaquin River drainage of California by co-operators in the Virgin River project (Stella et al. 2006a, b) and is related to the concept of defining the ‘recruitment box’ for favorable riparian plant restoration (particularly cottonwoods) in other western rivers (Rood et al. 2005; Cooper et al. 2003). Post-biocontrol vegetation composition of native plants and Tamarix Under this restoration scenario, an acceptable outcome would be composite stands of native willows and cottonwoods interspersed with residual Tamarix. We would recommend that soil disturbance be minimized during the course of active re-vegetation, partly to reduce the likelihood that secondary weeds will take advantage of disturbance to dominate the sites 341 (D’Antonio and Meyerson 2002; Bay and Sher 2008; Shafroth et al. 2007; Dudley et al. 2011). In addition, leaving the standing biomass of declining Tamarix in place could afford some degree of physical protection to other plants even as its competitive impact is relaxed, and continue to provide some structural wildlife habitat in the interim. Based on experiences in the upper Virgin watershed, it appears to take roughly two–three years before re-vegetated sites are sufficiently grown into be re-occupied by SWFL, and this renewal could potentially be accelerated if newly installed plants supplement existing non-native vegetation rather than removing the tamarisk. The goal of weed biocontrol is to suppress, or reduce the dominance of, invasive plants and not to eradicate them, thereby mitigating the negative effects of tamarisk invasion without requiring its total removal. McLeod and Koronkiewicz (2010) observed that roughly a quarter to three-quarters of cover over SWFL nest sites in this watershed is comprised of Tamarix foliage with the rest made up of native vegetation, so best management practices for restoring the habitat in the short term may consist of increasing the proportional composition of native plants (mostly Salix spp.) in currently occupied locations. The continued presence of Tamarix could even enhance the habitat quality of these sites, as well as propagule island restoration sites, because its architectural structure seems useful for encouraging site choice by this and other avian species. Furthermore, SWFL feed on a wide range of arthropods in approximate proportion to their occurrence (Wiesenborn and Heydon 2007), so food resources would also enhanced by availability of larval and adult Diorhabda (Longland and Dudley 2008). Over the larger landscape, we similarly see little necessity for the massive reduction of Tamarix biomass, unless the dead and dying material poses a fire hazard or interferes with recovery. In that case biomass removal, including by prescription fire (Dudley et al. 2011), would be recommended. Along the Colorado River near Moab, Utah where agencies have been following Tamarix biocontrol results for five years, there has been an encouraging increase in foliar cover of the shrubby willows, e.g., narrowleaf willow (Salix exigua), as existing plants are released from competition following Tamarix defoliation (Bean, unpub. data). Unlike the arboreal willows (S. gooddingii, S. laevigata, etc.) this clonally 123 342 spreading species, also known as coyote or sandbar willow, remains common on the Virgin River amongst the dominant Tamarix vegetation (Dudley et al. 2011) where it could similarly rebound following Tamarix suppression (as it did following mechanical control; Busch and Smith 1995). Shrubby willows comprise a valuable vegetative component in many western locations of the SWFL, providing important mid-level dense foliar cover for shade and refugia from predators (Sogge et al. 2003). Furthermore, S. exigua is more tolerant of fire than are the arboreal taxa (Mount et al. 1996) so it can better co-exist interspersed with flammable Tamarix vegetation. The risk of wildfire declines as the native proportion of riparian vegetation increases (Dudley et al. 2011), and the combination of re-growth of existing plants, re-vegetation with native trees and recruitment of native species into zones where Tamarix biocontrol is effective will eventually make these systems more resistant to fire. Absent biological (or mechanical) control treatments, such systems would otherwise likely proceed toward fire-prone Tamarix monocultures (Mortenson and Weisberg 2010). That is why planting native trees is currently a risky management strategy in areas prone to wildfire, such as along the lower Colorado River, so it is possible that Tamarix suppression will facilitate more successful restoration efforts in these regions. Fire has direct effects on endangered wildlife as well, with cases of Tamarix-fueled wildfire destroying active nests of SWFL (Paxton et al. 1996). This occurred recently within the Virgin watershed, in which two active SWFL nests were lost at the Moapa Valley/ Warm Springs Natural Area in July 2010 before juvenile birds had fledged (R. Johnson, personnel communication). In the absence of biocontrol to constrain further domination by Tamarix, this will be an increasingly common occurrence throughout the Southwest as wildfire is linked with a feedback loop in which greater tamarisk cover promotes more fire, leading to greater loss of native vegetation, and so on (Dudley et al. 2011). Promoting a substantial portion of native vegetation not only reduces wildfire risk, but is also key to sustaining wildlife as avian abundance in mixed vegetation stands remains relatively unchanged until approximately 60–75% dominance by Tamarix (van Riper et al. 2008). Food availability may be part of this relationship, as native plants support more 123 T. L. Dudley, D. W. Bean herbivorous arthropods than non-native Tamarix (Shafroth et al. 2005), so having a substantial component of native vegetation can mean that more food resources will be available to insectivores than in monocultural systems (c.f. Herrera and Dudley 2003). A native overstory also creates a moderated microenvironment, as S. gooddingii canopy maintained cooler and more humid conditions in the SWFL nesting zone (2–4 m height) than other vegetation types (McLeod and Koronkiewicz 2010). In the Virgin River ecosystem, the diversity and/or abundance of several wildlife groups, including small mammals, reptiles, birds and even bats, is lower in Tamarix monocultures than in mixed species stands, even with a substantial proportion of Tamarix present (Bateman et al. 2010; Dudley et al. 2011; Bateman and Ostoja 2012). In this context the gradual suppression of Tamarix by biocontrol in association with active and passive approaches to riparian restoration may lead to incremental yet sustainable enhancement of this habitat along with associated wildlife species. We know from this and other locations that the SWFL can respond positively to expansion of native vegetation under the appropriate conditions. The regional scope of SWFL population censusing creates the basis for assessing large-scale meta-population dynamics of the subspecies (Hatten et al. 2010). Likewise, a restoration program that links local actions with regional restoration planning within and between watersheds may allow rehabilitation of this and other spatially restricted migratory species by reconnecting metapopulation structure and functional movement among suitable patches throughout the Colorado and other southwestern basins. Restoration and resolution of conflicts between weed biocontrol and endangered species protection There is improved potential for achieving ecosystem recovery and special status species enhancement in the Virgin River watershed based on a series of initiatives and partnerships focused on restoration of riparian resources to meet water and wildlife conservation goals (Estergard 2008). These are loosely co-ordinated through a multi-agency task force, the Virgin River Conservation Partnership and regional Habitat Conservation Plans (Clark County MSHCP, Virgin River Tamarisk biocontrol, endangered species risk and resolution HCRP, Colorado River MSCP). A nascent program will build on these initiatives to carry out an integrated, watershed-based restoration program targeting SWFL habitat enhancement. The Tamarisk Coalition, a non-governmental organization focused on managing tamarisk invasion and promoting riparian restoration, is facilitating this effort that involves federal natural resource managers (e.g., Fish and Wildlife Service, Bureau of Reclamation, Geological Survey—Biological Resources Division, Department of Agriculture), state resource agencies in Utah, Arizona and Nevada, University researchers and private consultants to develop and implement a restoration program for the Colorado River Basin to promote native riparian vegetation recovery for SWFL in the context of current and anticipated Tamarix biocontrol. With support from the Walton Family Foundation with its emphasis on Colorado River conservation issues, the Virgin River was selected as the first watershed in the Basin for applying habitat enhancement efforts in support of this mission. By itself, active restoration will not eliminate conflicts over strongly held positions, but it can provide a framework for bringing divergent viewpoints into the same arena. Bridging the conceptual gap between the ‘opposing sides’ of the biocontrol issue will be much easier if a co-operative program can take form that maintains focus on the long-term goal of restoring functioning river systems, not staking out positions regarding the perceptions of risks associated with one of the tools (biocontrol) for achieving that goal. There has been too much speculation in the absence of data regarding the benefits and risks of biocontrol, and the conflict reflects poorly on both the regulatory agencies that have not fully understood the process and expectations of weed biocontrol, and the biocontrol researchers and managers who have not been effective in presenting the case, as well as the cautious and rigorous environment in which modern biocontrol development takes place. Likewise, weed control practitioners and researchers need to broaden their perspectives by recognizing that wildlife concerns, even if ultimately shown to be invalid, are nonetheless real and deserve serious consideration. We have now come to a point where we are literally sitting at the same table, and developing the strategy and tactics for integrating restoration with the ongoing Tamarix biocontrol program. In the course of executing that process, it is anticipated that the points 343 of disagreement may be made more open to challenge, and deliberated through the honest communication that has been lacking in this contentious debate. The multi-watershed program will involve strategic planning to ensure that when executed, restoration will have a high probability of achieving its objectives. A science-based monitoring protocol is being implemented to assess the process of ecosystem recovery, from soil and water dynamics to wildlife habitat use and other key parameters involved in restoring better function to the system. Information will be used in an adaptive management framework to increase effectiveness during the course of restoration, and this approach will be applied coherently across ‘replicate’ watersheds. By incrementally building an objective database of the direct and indirect responses to Tamarix biocontrol, participants anticipate that the resulting data could provide the basis for re-entering negotiations between US-FWS and USDA-APHIS, ultimately resolving the regulatory dispute between the agencies and circumventing the litigation that has held up this and other weed biocontrol programs nationally. One possible outcome would be to bring agencies tasked with the mandate to protect natural resources into active participation in the research and development of biocontrol technologies for reducing impacts of invasive species. The US Geological Survey (USGS), which is functionally the research arm of the Department of the Interior, is directly involved in monitoring of the ecosystem responses to Tamarix biocontrol in the Virgin River (Bateman et al. 2010). It may be a logical next step to engage that agency in the biocontrol development process itself, as the Bureau of Reclamation has done for many years. Doing so would bring to biocontrol programs a natural resources perspective that is outside the central missions of agencies, such as the US Department of Agriculture, currently charged with biological control development and implementation. A recent policy review by the USGS considered new directions in invasive species science that could include active participation in biocontrol research, and while that review has been put on hold, there is value in renewing the discussion. Given the interest in applying biological control to wildland environments (Newman et al. 1998), as indicated by the Biocontrol for Nature proceedings, ‘conservation biocontrol’ can and should play a key role in enhancing conservation values and natural resource benefits. 123 344 Acknowledgments We greatly appreciate the continuing assistance of a multi-disciplinary research team that is evaluating tamarisk control and riparian restoration in the Virgin River watershed and elsewhere, particularly Meghan Taylor, Matthew Brooks, Steve Ostoja, Curt Deuser, Bill Longland, Heather Bateman, Mike Kuehn, Pat Shafroth, Kevin Hultine, Matt Johnson, Ben Conrad, Kumud Acharya, Bruce Orr, Glen Leverich, Derek Hitchcock, Jack DeLoach, Ken Lair and many others, and the guidance of the Clark County Desert Conservation Program (DCP), including John Brekke, Elizabeth Bickmore and Sue Wainscot. The on-going biodiversity enhancement program is particularly indebted to the support and facilitation from the Tamarisk Coalition (Stacy Kolegas, Shannon Hatch) and the Walton Family Foundation (Tim Carlson, Margaret Bowman), and benefits from productive discussion with participating biologists and managers including Mary Anne McLoed, Nora Caplette, Mark Sogge, Eben Paxton, Greg Beatty, Jeri Krueger, Theresa Olson, John Willis, Steve Meismer and many more. Work has been supported, in part, by grants from Clark County DCP (2005-UCSB-552-P), Forest Service Forest Health Protection (STDP R4-2004-01) and USDA-NRI (2006-35302). We dedicate this report to Brian Cardall, a colleague and friend who believed that tamarisk control and protection of our natural biodiversity can go handin-hand, and by working together we could actually make the progress that everyone involved is seeking. 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Dudley is a riparian ecologist and research associate at the University of California, Santa Barbara, USA. He directs the Riparian Invasive Research Lab (RIVRLab; http://rivrlab. msi.ucsb.edu/) which focuses on the ecology, impacts and Tamarisk biocontrol, endangered species risk and resolution management of invasive riparian and aquatic organisms, including biological control of weeds and non-native animals in river ecosystems. He has been involved since 1997 in the development and implementation of the Tamarix Biocontrol Program in North America. The research group is also involved in the design and implementation of riparian restoration, and in evaluating the recovery of biodiversity and ecosystem processes. 347 Daniel W. Bean is an insect physiologist and molecular biologist, and is Manager of the Colorado Department of Agriculture Biological Pest Control Program in Palisade, Colorado, USA. Its mission is to develop and oversee biocontrol of agricultural and environmental pests in Colorado and the western US. 123