MOVEMENT OF SCAPHIRHYNCHUS SPECIES IN THE MISSOURI RIVER ABOVE FORT PECK RESERVOIR, MONTANA by Ryan Roy Richards A thesis submitted in partial fulfillment of the requirements for the degree of Master of Science in Fish and Wildlife Management MONTANA STATE UNIVERSITY Bozeman, Montana November 2011 ©COPYRIGHT by Ryan Roy Richards 2011 All Rights Reserved ii APPROVAL of a thesis submitted by Ryan Roy Richards This thesis has been read by each member of the thesis committee and has been found to be satisfactory regarding content, English usage, format, citation, bibliographic style, and consistency and is ready for submission to The Graduate School. Dr. Christopher S. Guy Approved for the Department of Ecology Dr. David W. Roberts Approved for The Graduate School Dr. Carl A. Fox iii STATEMENT OF PERMISSION TO USE In presenting this thesis in partial fulfillment of the requirements for a master’s degree at Montana State University, I agree that the Library shall make it available to borrowers under rules of the Library. If I have indicated my intention to copyright this thesis by including a copyright notice page, copying is allowable only for scholarly purposes, consistent with “fair use” as prescribed in the U.S. Copyright Law. Requests for permission for extended quotation from or reproduction of this thesis in whole or in parts may be granted only by the copyright holder. Ryan Roy Richards November 2011 iv DEDICATION I dedicate this thesis to my late grandfather James Cecil Brickey. Thank you for wanting to see me catch that fish worse than I did, and for having the patience to bait my hooks and untangle my line. Thank you for Froggie Went A-Courtin’ and for every single day you took me outdoors as a child. But most of all, thank you for leading by example and for teaching me at an early age that the world is like a ripe huckleberry at my fingertips. v ACKNOWLEDGEMENTS I thank Michael Michelson and Nick Smith for their help in the field; I truly appreciate both of your efforts and will not forget the hot, buggy hours we spent together. Thanks to Bill Gardner of MT Fish, Wildlife and Parks, without his extraordinary efforts, expertise, and support this project would not have been possible. For teaching me the practical aspects of navigating the Missouri River, trammel netting, performing fish surgeries, and tracking fish, thanks to Casey Jensen, Eli McCord, Randy Rodencal, and Mike Wente. Thanks to the U.S. Bureau of Reclamation and PPL Montana for supporting and funding this research, with a special thanks to Sue Camp and Steve Leathe. Thanks to Matt Jaeger for providing code and support for analyses, and to Eli Cureton and Joel Van Eenennaam for training and assistance with histological analyses. Much gratitude to my fellow graduate students, with special thanks to the Bens, Mike Meeuwig, Justin Spinelli, John Syslo, Peter Brown, and Mariah Talbott. I am forever indebted to my advisor Dr. Christopher Guy for his personal attention and patience throughout the course of my education, I have truly learned much from you. Thank you to Dr. Molly Webb for her input on the design and implementation of the study and her invaluable expertise in all things physiological. Special thanks to Dr. Robert Bramblett for encouraging me in my academic endeavors through the years, and for showing me that scientists can still rock and roll. Last but certainly not least I must express my unending gratitude to my beautiful wife Crystal Lynette. With you by my side I can achieve anything. vi TABLE OF CONTENTS 1. INTRODUCTION TO THESIS ................................................................................... 1 Overview of Thesis ...................................................................................................... 3 References ................................................................................................................... 6 2. MOVEMENTS OF SCAPHIRHYNCHUS SPP. IN THE UPPER MISSOURI RIVER ........................................................................... 9 Contribution of Authors and Co-Authors ..................................................................... 9 Manuscript Information Page ..................................................................................... 10 Abstract ..................................................................................................................... 11 Introduction ............................................................................................................... 12 Methods..................................................................................................................... 15 Fish Capture and Surgery ................................................................................... 15 Tracking............................................................................................................. 16 Hydrographs ...................................................................................................... 17 Movement and Movement Rates ........................................................................ 18 Results ....................................................................................................................... 19 Hydrographs ...................................................................................................... 19 Movement and Movement Rates ........................................................................ 20 Discussion ................................................................................................................. 22 Acknowledgements.................................................................................................... 27 Tables ........................................................................................................................ 28 Figures....................................................................................................................... 33 References ................................................................................................................. 38 3. SPAWNING RELATED MIGRATION OF SHOVELNOSE STURGEON IN THE MISSOURI RIVER ABOVE FORT PECK RESERVOIR, MONTANA ....................................................................................... 43 Contribution of Authors and Co-Authors ................................................................... 43 Manuscript Information Page ..................................................................................... 44 Abstract ..................................................................................................................... 45 Introduction ............................................................................................................... 46 Study Area ................................................................................................................. 48 Methods..................................................................................................................... 49 Fish Capture and Surgery ................................................................................... 49 Reproductive Assessment................................................................................... 50 Hydrographs and Water Temperature Profiles .................................................... 51 Tracking............................................................................................................. 52 Movement and Movement Rates ........................................................................ 53 vii TABLE OF CONTENTS – CONTINUED Substrate ............................................................................................................ 54 Data Analysis ..................................................................................................... 54 Results ....................................................................................................................... 56 Hydrographs and Water Temperature Profiles .................................................... 56 Movement and Movement Rates ........................................................................ 57 Substrate ............................................................................................................ 62 Discussion ................................................................................................................. 63 Acknowledgements.................................................................................................... 69 Tables ........................................................................................................................ 70 Figures....................................................................................................................... 76 References ................................................................................................................. 89 4. CONCLUSIONS ....................................................................................................... 96 References ............................................................................................................... 104 REFERENCES ............................................................................................................ 107 APPENDIX A: Shovelnose Sturgeon Reproductive Physiology Data .......................... 115 viii LIST OF TABLES Table Page 2.1. Sample sizes for juvenile pallid sturgeon, adult pallid sturgeon, and shovelnose sturgeon in the Missouri River above Fort Peck Reservoir 2006-2009 ............................................................................... 28 2.2. Minimum, maximum, and mean (SD) daily discharge (m3/s) and daily discharge rate of change (ROC) (m3/s/d) for the Missouri River upstream of Fort Peck Reservoir for all hydrograph phases, 2006- 2009 ................. 29 2.3. Minimum, maximum, and mean ± 90% confidence interval (CI) net and total movement rates (km/d) for juvenile pallid sturgeon in the Missouri river above Fort Peck Reservoir for all hydrograph phases 2006-2009 ................................................................................................... 30 2.4. Minimum, maximum, and mean ± 90% confidence interval (CI) net and total movement rates (km/d) for adult pallid sturgeon in the Missouri river above Fort Peck Reservoir for all hydrograph phases 2006-2009 ................................................................................................... 31 2.5. Minimum, maximum, and mean ± 90% confidence interval (CI) net and total movement rates (km/d) for shovelnose sturgeon in the Missouri river above Fort Peck Reservoir for all hydrograph phases 2006-2009 ................................................................................................... 32 3.1. Sample size and tagging location of telemetered shovelnose sturgeon in the Missouri River above Fort Peck Reservoir 2008-2009 ................................... 70 3.2. Minimum, maximum, and mean (SD) daily discharge, daily water temperature, And rates of change (ROC) for the Missouri River above Fort Peck Reservoir for all hydrograph phases 2008-2009 ...................................................................... 71 3.3. Minimum, maximum, and mean ± 90% confidence interval (CI) net and total movement rates (km/d) for confirmed spawning female shovelnose sturgeon in the Missouri river above Fort Peck Reservoir for all hydrograph phases 2008-2009 ...................................................................... 72 3.4. Minimum, maximum, and mean ± 90% confidence interval (CI) net and total movement rates (km/d) for reproductive categories of shovelnose sturgeon in the Missouri river above Fort Peck Reservoir for all hydrograph phases in 2008 ........................................................................... 73 ix LIST OF TABLES – CONTINUED Table Page 3.5. Minimum, maximum, and mean ± 90% confidence interval (CI) net and total movement rates (km/d) for reproductive categories of shovelnose sturgeon in the Missouri river above Fort Peck Reservoir for all hydrograph phases in 2009 ........................................................................... 74 3.6. Likelihood chi-square statistics for overall selection of substrate types by shovelnose sturgeon reproductive category in the Missouri River above Fort Peck Reservoir during the suitable spawning phase in 2009 (α = 0.1)............................................................................ 75 x LIST OF FIGURES Figure Page 2.1. Map of Missouri and Marias rivers in Montana, with study area in detail ................ 33 2.2. Hydrograph phases for the Missouri River upstream of Fort Peck Reservoir, MT 2006-2009, as defined by mean daily discharge ............... 34 2.3. Plots of river kilometer-standardized movement patterns of juvenile pallid sturgeon and adult pallid sturgeon in the Missouri River above Fort Peck Reservoir, 2006-2009.................................................................... 35 2.4. Plots of river kilometer-standardized movement patterns of shovelnose sturgeon in the Missouri River above Fort Peck Reservoir, 2006-2009............................................................................................................... 36 2.5. Maps of the Missouri River above Fort Peck Reservoir showing the distributions of juvenile pallid sturgeon, adult pallid sturgeon, and shovelnose sturgeon locations 2006-2009 ......................................................... 37 3.1. Map of Missouri and Marias rivers in Montana, with study area in detail ................ 76 3.2. Hydrograph phases for the Missouri River upstream of Fort Peck Reservoir, 2008 and 2009 as defined by discharge and water temperature relative to shovelnose sturgeon putative reproductive life history .......................................................................................... 77 3.3. Weekly mean net movement rates of confirmed spawning female shovelnose sturgeon in the Missouri River upstream of Fort Peck Reservoir 2008-2009 as a function of weekly mean discharge and water temperature ............. 78 3.4. Weekly mean total movement rates of confirmed spawning female shovelnose sturgeon in the Missouri River upstream of Fort Peck Reservoir 2008-2009 as a function of weekly mean discharge and water temperature ............. 79 3.5. Mean net movement rates for male, confirmed spawning female, potentially spawning female, and atretic female shovelnose sturgeon by hydrograph phase in 2008 .................................................................................. 80 3.6. Mean total movement rates for male, confirmed spawning female, potentially spawning female, and atretic female shovelnose sturgeon by hydrograph phase in 2008 .................................................................................. 81 xi LIST OF FIGURES – CONTINUED Figure Page 3.7. Mean net movement rates for male, confirmed spawning female, potentially spawning female, atretic female, and reproductively inactive female shovelnose sturgeon by hydrograph phase in 2009 ....................................... 82 3.8. Mean total movement rates for male, confirmed spawning female, potentially spawning female, atretic female, and reproductively inactive female shovelnose sturgeon by hydrograph phase in 2009 ....................................... 83 3.9. Movement patterns of male, confirmed spawning female, potentially spawning female, and atretic female shovelnose sturgeon in the Missouri River above Fort Peck Reservoir, 2008 ........................................... 84 3.10. Movement patterns of male, confirmed spawning female, potentially spawning female, atretic, and reproductively inactive female shovelnose sturgeon in the Missouri River above Fort Peck Reservoir, 2009 ......... 85 3.11. Mean river kilometer of confirmed spawning female shovelnose sturgeon During suitable spawning conditions in the Missouri river above Fort Peck Reservoir, 2008 and 2009...................................................................................... 86 3.12. Distribution of substrate types in the Missouri River upstream of Fort Peck Reservoir, 2009, as estimated from 558 randomly chosen points ........... 87 3.13. Substrate use by shovelnose sturgeon reproductive category versus availability in the Missouri River upstream of Fort Peck Reservoir during the suitable spawning phase, 2009 .............................................................. 88 xii ABSTRACT Some Scaphirhynchus spp. populations are endangered, in decline or extirpated. Operation of dams and reservoirs on the Missouri River has been implicated in declines in Scaphirhynchus spp. abundance. It is hypothesized that discharge from dams upstream of Scaphirhynchus spp. populations are insufficient to provide the environmental cue initiating spawning migrations. The goal of this thesis was to investigate the effects of variations in spring discharge on movements of Scaphirhynchus spp. in the Missouri River above Fort Peck Reservoir. A secondary goal was to provide information on the distribution of Scaphirhynchus spp. locations relative to larval drift distance. Twentyfour hatchery-reared juvenile pallid sturgeon, seven adult pallid sturgeon, and 192 shovelnose sturgeon were tracked from 2006 through 2009 and movements were compared among years with hydrologic conditions from above to below average discharge. Seventy-eight shovelnose sturgeon in five reproductive categories (i.e., males, confirmed spawning females, potentially spawning females, atretic females, and reproductively inactive females) were tracked in 2008 and 2009. Movements were compared among all reproductive categories within years and between years for confirmed spawning females while integrating the environmental effects of discharge and water temperature. The majority of pallid sturgeon locations in all years were within 75 km of the headwaters of Fort Peck Reservoir. Shovelnose sturgeon locations were distributed across the entire study reach, and were 100 km further upstream than pallid sturgeon locations. Based on current estimates, an insufficient length of river exists upstream of the Fort Peck Reservoir headwaters for pallid sturgeon larval drift. Movement rates of Scaphirhynchus spp. did not differ among years 2006-2009, and movements did not differ between years for confirmed spawning female shovelnose sturgeon 2008-2009, indicating that discharge did not influence movements. At the conditions in this study, movement rates of confirmed spawning female shovelnose sturgeon were highest at water temperatures suitable for spawning regardless of discharge, providing support for the hypothesis that water temperature rather than discharge is a more likely proximate cue initiating spawning migrations in Scaphirhynchus spp. 1 CHAPTER ONE INTRODUCTION TO THESIS Pallid sturgeon Scaphirhynchus albus and shovelnose sturgeon Scaphirhynchus platorynchus (collectively referred to as Scaphirhynchus spp.) are native to the Missouri and Mississippi River basins and are sympatric throughout much of their ranges (Bailey and Cross 1954; Kallemeyn 1983; Keenlyne 1997). Currently the pallid sturgeon is listed as endangered (Dryer and Sandvol 1993) and although generally stable, some shovelnose sturgeon populations are in decline or extirpated (Koch and Quist 2010). In the Missouri River downstream of Morony Dam near Great Falls, Montana, to the headwaters of Fort Peck Reservoir (hereafter referred to as the upper Missouri River), shovelnose sturgeon have continued to recruit. However, no natural pallid sturgeon recruitment has been documented for at least 40 years, and estimates of the number of wild adult pallid sturgeon in the upper Missouri River varied from 40 to 100 in 2003 (Webb et al. 2005). Anthropogenic activities that alter riverine habitat likely have direct impacts on Scaphirhynchus spp., and operation of dams and reservoirs on the Missouri River has been implicated in declines in Scaphirhynchus spp. abundance (Hesse et al. 1989; Dryer and Sandvol 1993; USFWS 2000, 2003; Galat et al. 2005; DeLonay et al. 2007). Dams and reservoirs fragment fish habitat, alter and decouple natural discharge and water temperature regimes, reduce sediment transport and disconnect the floodplain from the river channel (Junk et al. 1989; Sparks et al. 1990; Stanford et al. 1996; Poff et al. 1997). Several dams exist in the Missouri River basin upstream of the study area. 2 Three dams operated by the U.S. Bureau of Reclamation (USBR) have the most effect on discharge and habitat, i.e, Canyon Ferry Dam on the Missouri River near Helena, Montana (rkm 3,626, measuring from the confluence with the Mississippi River), Tiber Dam on the Marias River near Chester, Montana (rkm 129, measuring from confluence with the Missouri River), and Gibson Dam on the Sun River (rkm 163, measuring from confluence with the Missouri River) (Gardner and Jensen 2011). Under Section 7 of the Endangered Species Act, the USBR has initiated a study on water operations at its facilities in the Missouri River basin above Fort Peck Reservoir. Of utmost concern is the effect of these operations on Scaphirhynchus spp. populations. Rising discharge associated with the spring pulse is hypothesized to cue upstream migrations in Scaphirhynchus spp. (Becker 1983; Keenlyne and Jenkins 1993; Goodman 2009; Tripp et al. 2009), and regulation has altered the spring discharge of the Missouri River (Galat et al. 2001). Based on the hypothesis that rising spring discharge is a spawning cue for pallid sturgeon, the U.S. Fish and Wildlife Service (USFWS) has required that dams operated by the U.S. Army Corps of Engineers on the Missouri River be managed for increased spring discharge (USFWS 2000, 2003). Previous operational discharge was believed to be insufficient to initiate migrations in pallid sturgeon and other native fishes (USFWS 2003). However, little research has been conducted investigating the effects of variations in spring discharge on movements of Scaphirhynchus spp. Understanding how movements differ under varying spring discharge scenarios will provide baseline data to help guide future release schedules designed to benefit Scaphirhynchus spp. populations. 3 In addition to altering natural discharge regimes, dams affect the amount of habitat available for multiple Scaphirhynchus spp. life-history needs (Braaten et al. 2008; Gerrity et al. 2008). White sturgeon Acipenser transmontanus populations in fragmented river reaches terminating in reservoirs have reduced recruitment (Jager et al. 2002), and it has been hypothesized that an insufficient length of free-flowing river downstream from spawning locations is a mechanism for the lack of recruitment in pallid sturgeon in the upper Missouri River (Braaten et al. 2008). Thus, documenting movement patterns and the distribution of Scaphirhynchus spp. locations relative to larval drift distance may identify research priorities in the upper Missouri River. Overview of Thesis I examined the influence of variation in the annual spring pulse of the Missouri River above Fort Peck Reservoir on movements of shovelnose sturgeon and pallid sturgeon. I was particularly interested in comparing movements among years with differing discharge rate of change, peak magnitude, duration, and timing because rising discharge associated with the spring pulse is hypothesized to cue upstream migrations in Scaphirhynchus spp. (Becker 1983; Keenlyne and Jenkins 1993; Goodman 2009; Tripp et al. 2009). It has been hypothesized that the extended larval drift observed in pallid sturgeon may be contributing to the lack of recruitment observed in the upper Missouri River (Braaten et al. 2008); thus, movement patterns and the distributions of Scaphirhynchus spp. locations relative to larval drift distance were also compared. Care must be taken when interpreting the results of this study, as telemetry studies that try to 4 link movement and habitat selection to environmental variables such as discharge and temperature are correlative in nature and do not necessarily imply cause and effect (Rogers and White 2007). In chapter two, based on the hypothesis that rising spring discharge is a cue for migration in Scaphirhynchus spp., the upper Missouri River hydrographs (2006-2009) were divided into three phases defined by discharge. Movement patterns and movement rates of juvenile pallid sturgeon, adult pallid sturgeon, and shovelnose sturgeon were compared among years and among periods of rising discharge (ascending limb), decreasing discharge (descending limb), and baseflow (post-descending limb). The specific objectives of chapter two were to (1) compare the movements of juvenile pallid sturgeon, adult pallid sturgeon, and shovelnose sturgeon among years with differing spring hydrographs, and (2) compare movement patterns and distributions of juvenile pallid sturgeon, adult pallid sturgeon, and shovelnose sturgeon locations in the upper Missouri River. In chapter two I hypothesized that movements of Scaphirhynchus spp. would be greater in a year with higher discharge, the highest movement rates would be coincident to rising discharge, movements would be upstream, and adult pallid sturgeon would move farther than juvenile pallid sturgeon and shovelnose sturgeon. Chapter three is a study on spawning migrations in shovelnose sturgeon. The Missouri River hydrographs in 2008 and 2009 were partitioned into three hydrograph phases based on the putative life-history and spawning requirements of shovelnose sturgeon, and the environmental effect of water temperature was incorporated. The specific objectives of chapter three were to (1) compare the movements of spawning 5 shovelnose sturgeon between years with differing spring hydrographs, (2) compare movements among different reproductive categories, (3) document spawning locations of female shovelnose sturgeon relative to larval drift distance, and (4) to document substrate availability in the upper Missouri River and assess use relative to reproductive category. I hypothesized that shovelnose sturgeon would make upstream movements to spawn, movement of spawning fish would be greater in a year with higher discharge, and that spawning fish would have greater movements than reproductively inactive fish. Chapter four is a summary of major findings and a discussion integrating chapters two and three. Implications for river management relative to Scaphirhynchus spp. ecology are discussed. 6 References Bailey, R. M., and F. B. Cross. 1954. River sturgeons of the American genus Scaphirhynchus: characters, distribution, and synonymy. Papers of the Michigan Academy of Science, Arts, and Letters 39:169-208. Becker, G. C. 1983. Fishes of Wisconsin. University of Wisconsin Press, Madison Wisconsin. Braaten, P. J., D. B Fuller, L. D. Holte, R. D. Lott, W. Viste, T. F. Brandt, and R. G. Legare. 2008. Drift dynamics of larval pallid sturgeon and shovelnose sturgeon in a natural side channel of the upper Missouri River, Montana. North American Journal of Fisheries Management 28:808-826. DeLonay, A. J., D. M. Papoulias, M. L. Wildhaber, M. L. Annis, J. L. Bryan, S. A. Griffith, S. H. Holan, and D. E. Tillitt. 2007. Use of behavioral and physiological indicators to evaluate Scaphirhynchus sturgeon spawning success. Journal of Applied Ichthyology 23:428-435. Dryer, M. P., and A. J. Sandvol. 1993. Pallid sturgeon recovery plan. U.S. Fish and Wildlife Service, Bismarck, North Dakota. Galat, D. L., C. R. Berry, W. M. Gardner, J. C. Hendrickson, G. E. Mestl, G. J. Power, C. Stone, and M. R. Winston. 2005. Spatiotemporal patterns and changes in Missouri River fishes. American Fisheries Society Symposium 45:249-291. Galat, D. L., M. L. Wildhaber, and D. J. Dieterman. 2001. Spatial patterns of physical habitat. Population structure and habitat use of benthic fishes along the Missouri and lower Yellowstone Rivers, Vol. 2 US Geological Survey Cooperative Research Units, University of Missouri, Columbia, Missouri. 91pp. Gardner, W. M., and C. B. Jensen. 2011. Upper Missouri River basin pallid sturgeon study 2005-2010 final report. United States Bureau of Reclamation, Montana Department of Fish, Wildlife and Parks, Helena. Gerrity, P. C., C. S. Guy, and W. M. Gardner. 2008. Habitat use of juvenile pallid sturgeon and shovelnose sturgeon with implications for water level management in a downstream reservoir. North American Journal of Fisheries Management 28:832-843. Goodman, B. J. 2009. Ichthyoplankton density and shovelnose sturgeon spawning in relation to varying discharge treatments. Master’s thesis. Montana State University, Bozeman, Montana. 7 Hesse, L. W., J. C. Schmulbach, J. M. Carr, K. D. Keenlyne, D. G. Unkenholz, J. W. Robinson, and G. E. Mestl. 1989. Missouri River fishery resources in relation to past, present, and future stresses. Canadian Special Publication of Fisheries and Aquatic Sciences 106:352-371. Jager, H. I., W. Van Winkle, J. A. Challender, K. B. Lepla, P. Bates, and T. D. Counihan. 2002. A simulation study of factors controlling white sturgeon recruitment in the Snake River. Pages 127-150 in W. Van Winkle, P. J. Andres, D. H. Secor, and D. A. Dixon, editors. Biology, management and protection of North American sturgeon. American Fisheries Society, Symposium 28, Bethesda, Maryland. Junk, W. J., P. B. Bayley, and R. E. Sparks. 1989. The flood pulse concept in river floodplain systems. Canadian Special Publication of Fisheries and Aquatic Sciences 106:110-127. Kallemeyn, L. W. 1983. Status of the pallid sturgeon (Scaphirhynchus albus). Fisheries 8:3-9. Keenlyne, K. D. 1997. Life history and status of the shovelnose sturgeon, Scaphirhynchus platorynchus. Environmental Biology of Fishes 48: 291-298. Keenlyne, K. D., and L. G. Jenkins. 1993. Age at sexual maturity of the pallid sturgeon. Transactions of the American Fisheries Society. 122:393-396. Koch, J. D., and M. C. Quist. 2010. Current status and trends in shovelnose sturgeon (Scaphirhynchus platorynchus) management and conservation. Journal of Applied Ichthyology 26:491-498. Poff, N. L., J. D. Allan, M. B. Bain, J. R. Karr, K. L. Prestegarrd, B. D. Richter, R. E. Sparks, and J. C. Stromberg. 1997. The natural flow regime. Bioscience 47:769784. Rogers, K. B., and G. C. White. 2007. Analysis of movement and habitat use from telemetry data. Pages 625-676 in C. S. Guy, and M. L. Brown, editors. Analysis and interpretation of freshwater fisheries data. American Fisheries Society, Bethesda, Maryland. Sparks, R. E., P. B. Bayley, S. L. Kohler, and L. L. Osborne. 1990. Disturbance and recovery of large floodplain rivers. Environmental Management 14:699-709. Stanford, J. A., J. V. Ward, W. J. Liss, C. A. Frissell, R. N. Williams, J. A. Lichatowich, and C. C. Coutant. 1996. A general protocol for restoration of regulated rivers. Regulated Rivers: Research and Management 12:391-413. 8 Tripp, S. J., Q. E. Phelps, R. E. Colombo, J. E. Garvey, B. M. Burr, D. P. Herzog, and R. A. Hrabik. 2009. Maturation and reproduction of shovelnose sturgeon in the middle Mississippi River. North American Journal of Fisheries Management 29:730-738. USFWS (United States Fish and Wildlife Service). 2000. Biological opinion on the operation of the Missouri River main stem reservoir system, operation and maintenance of the Missouri River bank stabilization and navigation project, and operation of the Kansas River reservoir system. USFWS, Bismarck, North Dakota. USFWS (United States Fish and Wildlife Service). 2003. Amendment to the 2000 biological opinion on the operation of the Missouri River main stem reservoir system, operation and maintenance of the Missouri River bank stabilization and navigation project, and operation of the Kansas River reservoir system. USFWS, Minneapolis, Minnesota. Webb, M. A. H., J. E. Williams, and L. R. Hildebrand. 2005. Recovery program review for endangered pallid sturgeon in the upper Missouri River basin. Reviews in Fisheries Science 13:165-176. 9 CHAPTER TWO MOVEMENTS OF SCAPHIRHYNCHUS SPP. IN THE UPPER MISSOURI RIVER Contributions of Authors and Co-Authors Manuscript in Chapter 2 Author: Ryan R. Richards Contributions: Conceived the study, collected and analyzed data, and authored the manuscript. Co-author: Christopher S. Guy Contributions: Conceived the study, obtained funding and assisted with study design and interpretation of analyses. Discussed the results and implications and edited the manuscript. Co-author: William M. Gardner Contributions: Conceived the study, obtained funding, collected data, discussed the results and implications. 10 Manuscript Information Page Ryan R. Richards, Christopher S. Guy, William M. Gardner Journal Name: Transactions of the American Fisheries Society Status of Manuscript: _x_Prepared for submission to a peer-reviewed journal ___Officially submitted to a peer-reviewed journal ___Accepted by a peer-reviewed journal ___Published in a peer-reviewed journal Published by the American Fisheries Society 11 Abstract Pallid sturgeon are endangered and shovelnose sturgeon populations, although generally stable, are declining or extirpated in some areas. Altered discharge regimes and habitat alteration and fragmentation caused by river regulation are among the primary causes. Understanding how river regulation can affect movements of Scaphirhynchus spp. is an important goal for sturgeon conservation. The objectives of this study were to (1) compare the movements of juvenile pallid sturgeon, adult pallid sturgeon, and shovelnose sturgeon among years with differing spring hydrographs, and (2) compare movement patterns and distributions of juvenile pallid sturgeon, adult pallid sturgeon, and shovelnose sturgeon locations in the upper Missouri River. Twenty-four hatcheryreared juvenile pallid sturgeon, seven adult pallid sturgeon, and 192 shovelnose sturgeon were tracked from 2006 through 2009. No differences in movement rates were observed for hatchery-reared juvenile pallid sturgeon, adult pallid sturgeon, or shovelnose sturgeon among years despite four differing hydrographs representing a range of conditions from below average to above average discharge with varying discharge rates of change, and differing timing and duration of peak discharge. Adult pallid sturgeon had the most extensive movements (194.9 km; 90% confidence interval, ± 69.6 km), followed by shovelnose sturgeon (100.5 km; ± 12.6 km), and juvenile pallid sturgeon (38.2 km; ± 12.1 km). Some Scaphirhynchus spp. moved upstream, some downstream, and some did not move. Shovelnose sturgeon were located an additional 126 km upstream of juvenile pallid sturgeon locations, and an additional 94 km upstream from adult pallid sturgeon 12 locations, the majority of which were within 75 km of the headwaters of Fort Peck Reservoir. Introduction Pallid sturgeon Scaphirhynchus albus are an endangered species (Dryer and Sandvol 1993), and shovelnose sturgeon Scaphirhynchus platorynchus (hereafter referred to collectively as Scaphirhynchus spp.) populations, while generally stable are declining or extirpated in some areas (Koch and Quist 2010). Habitat alteration and fragmentation due to dams has been implicated as the primary causes for declines in some Scaphirhynchus spp. populations (Kallemeyn 1983; Dryer and Sandvol 1993; Keenlyne 1997). Shovelnose sturgeon have continued to successfully recruit in the Missouri River downstream of Morony Dam near Great Falls, Montana, to the headwaters of Fort Peck Reservoir (hereafter referred to as the upper Missouri River; Figure 2.1). Conversely, no natural pallid sturgeon recruitment has been documented for at least 40 years, and estimates of the number of wild adult pallid sturgeon in the upper Missouri River varied from 40 to 100 in 2003 (Webb et al. 2005). However, artificial propagation and reintroduction has resulted in juvenile pallid sturgeon that have been acclimated to the conditions of the upper Missouri River for many years (Webb et al. 2005; Gerrity et al. 2008). Most freshwater sturgeon species migrate within river systems, with large-bodied species tending to move long distances (Auer 1996). Rising discharge associated with the spring pulse is hypothesized to cue upstream migrations in Scaphirhynchus spp. 13 (Becker 1983; Keenlyne and Jenkins 1993; Goodman 2009; Tripp et al. 2009), and regulation of the Missouri River has altered the environmental migration cue of spring discharge (Galat et al. 2001). Pre-impoundment, the Missouri River hydrograph was characterized by a large, highly variable spring discharge that is now more constant, and reduced in both magnitude and duration (Hesse and Mestl 1993; Galat and Lipkin 2000; Pegg et al. 2003). In the years following impoundment, discharge was reduced to provide for flood control from April to July and increased from July to April to facilitate hydropower production, irrigation, and downstream navigation (Pflieger and Grace 1987). However, based on the hypothesis that spring discharge is a spawning cue for pallid sturgeon, the U.S. Fish and Wildlife Service (USFWS) has required that Fort Peck and Gavins Point dams on the Missouri River be managed for increased spring discharge, maintaining that previous spring discharges below these dams were not sufficient to initiate spawning migrations in pallid sturgeon and other native fish (USFWS 2000, 2003). Several dams exist in the Missouri River system upstream of the study area, with three dams operated by the U.S. Bureau of Reclamation (USBR) having the most effect on discharge and habitat (Gardner and Jensen 2011). These include Canyon Ferry Dam on the Missouri River near Helena, Montana (rkm 3,626, measuring from the confluence with the Mississippi River), Tiber Dam on the Marias River near Chester, MT (rkm 129, measuring from confluence with the Missouri River), and Gibson Dam on the Sun River (rkm 163, measuring from confluence with the Missouri River) (Gardner and Jensen 2011). Although the hydrograph is affected by the operation of these dams, due to 14 limited reservoir storage capacity, multi-use management of reservoirs, and numerous unregulated tributaries that limit the influence of upstream impoundments, the upper Missouri River is considered the least hydrologically altered section of the Missouri River (Scott et al. 1997; Galat and Lipkin 2000; Pegg et al. 2003; Galat et al. 2005). Operation of reservoirs may affect initiation of migrations by altering natural discharge regimes, and affects the amount of habitat available for multiple Scaphirhynchus spp. life history needs (Braaten et al. 2008; Gerrity et al. 2008). Shovelnose sturgeon and pallid sturgeon larvae require long uninterrupted stretches of free flowing riverine habitat for survival (Kynard et al. 2007; Braaten et al. 2008), and dams on the Missouri River have fragmented habitat reducing the amount of unimpeded river for drifting larvae (Braaten et al. 2008). White sturgeon Acipenser transmontanus larvae require extended drift downstream of spawning areas and are likely to exhibit little or no recruitment in reduced river reaches terminating in reservoirs (Jager et al. 2002). Shovelnose sturgeon larvae may drift from 94 to 250 km, and pallid sturgeon larvae may drift from 245 to 530 km after hatching, depending on water velocities (Braaten et al. 2008). The extended larval drift observed in pallid sturgeon may be contributing to the lack of recruitment; conversely, larval shovelnose sturgeon have a shorter drift, and may settle out of the water column before encountering reservoir headwaters, explaining the disparity in recruitment between the two species. Populations of wild pallid sturgeon in the upper Missouri River are nearly extirpated (Webb et al. 2005). As hatchery-reared juveniles that have been released in the wild approach reproductive age, understanding how river regulation affects 15 movements of pallid sturgeon becomes an important goal for conservation. The purpose of this study was to document and compare movements of Scaphirhynchus spp. through the annual spring pulse of the upper Missouri River, and assess use of the available riverine habitat relative to larval drift distance. The specific objectives were to (1) compare the movements of juvenile pallid sturgeon, adult pallid sturgeon, and shovelnose sturgeon among years with differing spring hydrographs, and (2) compare movement patterns and distributions of juvenile pallid sturgeon, adult pallid sturgeon, and shovelnose sturgeon locations in the upper Missouri River. Based on what is currently known and hypothesized of Scaphirhynchus spp. ecology, I hypothesized that movements would be greater in a year with higher discharge, the highest movement rates would be coincident to rising discharge, movements would be upstream, and due to larger body size, adult pallid sturgeon would move farther than juvenile pallid sturgeon and shovelnose sturgeon. Methods Fish Capture and Surgery From 2006 to 2009 hatchery-reared juvenile pallid sturgeon, as described by Gerrity et al. (2008), wild adult pallid sturgeon, and wild shovelnose sturgeon (hereafter referred to as juvenile pallid sturgeon, adult pallid sturgeon, and shovelnose sturgeon, respectively) were captured and implanted with radio transmitters in the upper Missouri River. The Scaphirhynchus spp. used in this study were part of a larger study investigating seasonal fish migrations in the upper Missouri River; thus, capture locations 16 and techniques varied and are detailed in Gardner and Jensen (2011). Juvenile pallid sturgeon were selected for transmitter implantation if they were ≥ 0.68 kg, all adult pallid sturgeon captured were implanted with transmitters, and shovelnose sturgeon were implanted with transmitters if they were ≥ 1.4 kg. Transmitters implanted in Scaphirhynchus spp. were selected to be as light as possible while maximizing battery life and transmitter weight did not exceed 2% of fish body weight (Winter 1996). Transmitter-implantation surgery was performed using methods modified from Ross and Kleiner (1982) and Summerfelt and Smith (1990). All fish were placed in a holding tank for 20 minutes to allow for recovery from the surgery, and were released near the capture location. Sample sizes of juvenile pallid sturgeon, adult pallid sturgeon, and shovelnose sturgeon for each year are found in Table 2.1. Tracking Individual fish were tracked weekly from May through August 2006-2009 to estimate the direction and extent of movements associated with the spring pulse of the hydrograph. Telemetered Scaphirhynchus spp. were located using a portable SRX-400 Lotek receiver (Lotek Wireless, Inc., Newmarket, Ontario, Canada) equipped with a boatmounted, four-element Yagi antenna. Precise locations were determined by triangulation or by passing the boat directly over the fish using a three-element hand held Yagi antenna (Winter 1996; Blanchfield et al. 2005); this method has been shown to be accurate to within five meters by means of blind tests using transmitters placed in the river (Gerrity et al. 2008; Bellgraph et al. 2008). Latitude, longitude, and river kilometer (rkm) were measured at each Scaphirhynchus spp. location using a boat mounted GPS unit. Data 17 from eight autonomous land-based radio-receiving stations (Figure 2.1) were also incorporated into the data set. These stations were located on the bank adjacent to the river and consisted of a continuously recording solar powered SRX-400 Lotek receiver attached to two four-element Yagi antennas. Hydrographs Hydrographs were derived by averaging the mean daily discharge recorded at three USGS gauging stations on the Missouri River within the study site: Fort Benton (rkm 3,337), Virgelle Ferry (rkm 3,274), and Landusky (rkm 3,090). For comparison to average discharge, data from the same three USGS gauging stations were used to calculate the mean daily discharge averaged over the years 1935 to 2005. Because rising spring discharge is believed to initiate migrations in Scaphirhynchus spp. the hydrograph for each year was partitioned into three phases. This allowed for comparison of Scaphirhynchus spp. movements between periods of increasing discharge, decreasing discharge, and baseflow. Hydrograph phases include ascending limb, descending limb, and post-descending limb. The ascending limb for each year was defined as the period from 1 May (arbitrarily selected based on when sampling started) to the peak of the hydrograph, the descending limb was defined as the period post-peak until baseflow was achieved, and the post-descending limb was defined as the period after baseflow was achieved until tracking ceased on 31 August (Figure 2.2). Baseflows for each hydrograph were derived using the constant-discharge baseflow separation method (McCuen 2005). 18 Movement and Movement Rates Mean daily total and net movement rates were calculated for each fish for each phase of the hydrograph. Total daily movement rate was calculated for a given fish by dividing the distance in river kilometers between successive relocations by the number of days elapsed between relocations (White and Garrott 1990). Net daily movement rate was calculated by dividing the difference in river kilometer between successive relocations by the number of days that elapsed between relocations such that a positive rate indicated upstream movement, a negative rate indicated downstream movement, and a rate of zero indicated no movement (Bramblett 1996). Additional movement likely occurs between relocations; thus, all movement rate data represent a minimum for the period between relocations (Rogers and White 2007). Repeated measures (with individual fish as the repeated variable) analysis of variance (ANOVA) was used to test the hypotheses that there were no differences in net and total movement rates of juvenile pallid sturgeon, adult pallid sturgeon, and shovelnose sturgeon among 2006-2009. If movement rates did not differ significantly, years were pooled to increase statistical power and repeated measures ANOVA was used to test the hypotheses that there were no differences in total and net movement rates among hydrograph phases. Bonferroni multiple-comparisons test was used to control the experimentwise error rate (Rogers and White 2007). Individual radio-tagged fish were the experimental unit for all statistical tests, and normality for all variables was assessed using residual and normal probability plots. To reduce the chance of making a type II error, an α = 0.1 was established a priori for all repeated measures ANOVAs. Sample 19 sizes of juvenile pallid sturgeon and adult pallid sturgeon were relatively small; however, the repeated measures ANOVA used to analyze the data takes into consideration the variation within individuals, thus offering high statistical power relative to sample size (Ott 1993; Kutner et al. 2004). Because fish were widely distributed throughout the study area when tracking commenced in the spring, plots of river kilometer-standardized movement patterns were made for each fish to graphically compare movements between pallid sturgeon and shovelnose sturgeon among years. River kilometer at the first annual location of each fish was standardized to zero with subsequent locations indicating the distance upstream or downstream from the first location. Results Hydrographs The ascending limb of the 2008 Missouri River hydrograph had a peak discharge that was 45-116 % higher and a mean daily rate of change 3.3 to 5.2 times higher than the remaining years (Figure 2.2). The ascending limb of the 2007 hydrograph had the lowest peak discharge and lowest mean daily rate of change of all four years. Discharge during the descending limb was greatest in 2008; however, mean daily rate of change was similar for all four years. Post-descending limb discharge and mean daily rate of change was similar for all four years (Table 2.2; Figure 2.2). In addition to higher peak discharge achieved at a higher rate, discharge levels remain high for a greater duration in 2008 than in the remaining years. For example, after 2008 the highest peak discharge, 20 578 m3/s, was observed in 2009; in 2008 discharge remained above 578 m3/s for 28 days, while in the remaining years discharge began to decrease sharply immediately after the peaks were achieved (Figure 2.2). The Missouri River hydrographs in 2006-2009 represent a range of conditions relative to average discharge, including above and below average discharge years. When compared to the average, discharge in 2008 was an above average discharge year, while peak discharge in 2007 was below the 1935-2005 average; peak discharge in 2006 and 2009 were between these two extremes (Figure 2.2). The timing of peak discharge in 2006 and 2007 coincide with the peak in average discharge, while peak discharge in 2008 and 2009 was 2-3 weeks earlier (Figure 2.2). Both the timing and magnitude of peak discharge in 2006 closely approximated that of the average; however in 2006 the duration of the peak was much shorter than the average, a trend that is seen for all years except 2008. In the years 2006, 2007, and 2009 discharge remained elevated for a shorter duration than the average, with discharge dropping to pre-peak levels quickly compared to the more prolonged drop in discharge seen in the average. In 2008, discharge remained elevated for a prolonged period, resembling the duration of increased discharge seen in the average (Figure 2.2). Movement and Movement Rates Mean net (F3, 20 = 1.12, P = 0.36) and mean total (F3, 20 = 1.76, P = 0.19) movement rates of juvenile pallid sturgeon did not differ significantly among years within hydrograph phases (Table 2.3). When years were pooled, mean net (F2, 24 = 0.84, P = 0.44) and total (F2, 24 = 0.58, P = 0.57) movement rates of juvenile pallid sturgeon did 21 not differ significantly among hydrograph phases (Table 2.3). Mean net (F3, 3 = 1.30, P = 0.42) and mean total (F3, 3 = 1.05, P = 0.49) movement rates of adult pallid sturgeon did not differ significantly among years within hydrograph phases (Table 2.4). When years were pooled, mean net (F2, 7 = 3.30, P = 0.10) and total (F2, 7 = 3.36, P = 0.10) movement rates of adult pallid sturgeon differed significantly among hydrograph phases; however, when the Bonferroni multiple-comparisons test was used to control the experimentwise error rate there were no significant differences in net or total movement rates of adult pallid sturgeon among hydrograph phases (P > 0.10) (Table 2.4). Mean net (F3, 188 = 1.00, P = 0.40) and mean total (F3, 188 = 1.46, P = 0.23) movement rates of shovelnose sturgeon did not differ significantly among years within hydrograph phases (Table 2.5). When years were pooled, mean net movement rate (F2, 199 = 0.57, P = 0.57) did not differ significantly, but total movement rate (F2, 199 = 2.41, P = 0.09) differed significantly among hydrograph phases. However, when the Bonferroni multiple-comparisons test was used to control the experimentwise error rate there were no significant differences in total movement rates of shovelnose sturgeon among hydrograph phases (P > 0.10) (Table 2.5). Scaphirhynchus spp. movements did not differ despite a range of annual discharge from above to below the average, and movements were the same whether the hydrograph was ascending, descending, or at baseflow. The average sum of annual movements was greater for adult pallid sturgeon (194.9 km; 90% confidence interval, ± 69.6 km), than juvenile pallid sturgeon (38.2 km; ± 12.1 km), and shovelnose sturgeon (100.5 km; ± 12.6 km). However, sample size of adult pallid sturgeon (N = 7) was small compared to shovelnose sturgeon (N = 192), and 22 adult pallid sturgeon movements lacked low values, with a minimum of 77.5 km and a maximum of 392.0 km. Conversely, shovelnose sturgeon movements were more variable with a minimum of 0.5 km and a maximum of 516.4 km. Juvenile pallid sturgeon did not exhibit extensive upstream or downstream movements through the four years examined, while adult pallid sturgeon were observed moving upstream or downstream (Figure 2.3). Shovelnose sturgeon movements were highly variable with the majority of fish remaining sedentary and others moving extensively upstream or downstream (Figure 2.4). Shovelnose sturgeon used more of the available riverine habitat than juvenile pallid sturgeon or adult pallid sturgeon, with shovelnose sturgeon locations distributed across 298 km of the study area, while juvenile pallid sturgeon and adult pallid sturgeon locations were distributed across 177 km and 191 km of the study area, respectively (Figure 2.5). The highest densities of adult pallid sturgeon and juvenile pallid sturgeon locations were in the 75 km upstream of the Fort Peck Reservoir headwaters, while shovelnose sturgeon locations were distributed more evenly throughout the study area. Shovelnose sturgeon locations were distributed 126 km farther upstream than juvenile pallid sturgeon, and 94 km farther upstream than adult pallid sturgeon; the distribution of downstream locations was similar for all three groups (Figure 2.5). Discussion I rejected my hypothesis that Scaphirhynchus spp. movements would be greater in a year with higher discharge. Scaphirhynchus spp. movement rates did not differ among years 2006-2009, despite four differing hydrographs from below average to above 23 average discharge, varying discharge rates of change, and differing timing and duration of peak discharge. Similar results were observed in shovelnose sturgeon in the Kansas River wherein movements were not related to discharge (Quist et al. 1999). Rising discharge has been proposed as a cue initiating spring migrations in Scaphirhynchus spp., and movement is believed to be upstream (Becker 1983; Keenlyne and Jenkins 1993; Goodman 2009; Tripp et al. 2009). However, the hypotheses that movement rates would be greatest when discharge was rising and that movements would be upstream were rejected. No differences were found in Scaphirhynchus spp. movement rates among periods of rising discharge, decreasing discharge, and baseflow, and Scaphirhynchus spp. in the upper Missouri River were observed not moving, moving upstream, and moving downstream through the course of the spring hydrograph. I failed to reject the hypothesis that adult pallid sturgeon would move farther than juvenile pallid sturgeon and shovelnose sturgeon. On average adult pallid sturgeon moved five times as far as juvenile pallid sturgeon, and nearly twice as far as shovelnose sturgeon. Most spring migrations in sturgeon are believed to be upstream (Hall et al. 1991; Bemis and Kynard 1997; Wilson and McKinley 2004). However, no movement, movements upstream, and movements downstream were observed in adult pallid sturgeon and shovelnose sturgeon in the upper Missouri River. Adult pallid sturgeon also moved upstream and downstream during the spring pulse in the Missouri River below Fort Randall Dam and in Lake Sharpe (Erickson 1992; Wanner et al. 2007), and 60% of shovelnose sturgeon in the Yellowstone and Missouri rivers below Fort Peck Reservoir had winter locations upstream of summer locations (Bramblett and White 2001). 24 Scaphirhynchus spp. in the upper Missouri River are isolated from downstream populations and bounded by Fort Peck Reservoir; however the current upstream distributions of pallid sturgeon and shovelnose sturgeon in the upper Missouri River closely match historical distributions (Wilson and McKinley 2004). Scaphirhynchus spp. in the upper Missouri River cannot make extensive upstream movements without encountering unsuitable water temperatures and reduced turbidity gradients, and Scaphirhynchus spp. attempting to move downstream encounter unsuitable habitat in the form of the headwaters of Fort Peck Reservoir. On average, adult pallid sturgeon moved longer distances than juvenile pallid sturgeon or shovelnose sturgeon. This was expected as pallid sturgeon had higher movement rates than shovelnose sturgeon in the Yellowstone and Missouri rivers below Fort Peck Reservoir (Bramblett and White 2001), and the distances covered during spring migrations by sturgeon often have a positive relationship with average adult body size (Auer 1996). Although adult pallid sturgeon moved farther on average than shovelnose sturgeon, shovelnose sturgeon locations were distributed farther upstream than adult pallid sturgeon locations. Pallid sturgeon larvae may drift for 11-17 dph and cover from 245 to 530 km; shovelnose sturgeon larvae may drift for 6 days post hatch (dph) and cover distances from 94 to 250 km (Braaten et al. 2008). The extended duration and distance of pallid sturgeon larval drift is significant when considering that there is only about 380 km of riverine habitat between Morony Dam and the headwaters of Fort Peck Reservoir. Although sex and reproductive stage were unknown, the farthest upstream adult pallid sturgeon location in the four years of this study was approximately 250 km 25 upstream of the Fort Peck Reservoir headwaters, with the majority of locations in the 75 km upstream of the headwaters. Conversely, the farthest upstream shovelnose sturgeon locations were approximately 350 km above the headwaters. The extended larval drift observed in pallid sturgeon may be contributing to the lack of recruitment observed in the upper Missouri River (Braaten et al. 2008), and is cause for increased study. Scaphirhynchus spp. are lotic and require riverine habitat through all life stages (Bailey and Cross 1954; Kallemeyn 1983; Keenlyne 1997; Wildhaber et al. 2011). Previous telemetry studies have shown that Scaphirhynchus spp. in the upper Mississippi River, the upper Missouri River, and the Yellowstone and Missouri rivers above Lake Sakakawea generally avoided impounded areas (Curtis et al. 1997; Bramblett and White 2001; Gerrity et al. 2008). Manipulation of the operational pool level of Fort Peck Reservoir can influence the amount of available Scaphirhynchus spp. habitat through inundation of lotic habitat as the operational pool level rises, and Scaphirhynchus spp. have been shown to range further downstream in the upper Missouri River as the operational pool level of Fort Peck Reservoir declines (Gerrity et al. 2008). Fort Peck Reservoir operational pool levels in 2004 made available an additional 60 km of lotic habitat that would have been inundated if the reservoir was at full operational pool level (Gerrity et al. 2008); thus, implications exist for river management as the highest densities of juvenile pallid sturgeon and adult pallid sturgeon locations were in the 75 km directly upstream from the Fort Peck Reservoir headwaters. Movements of reproductively inactive female shovelnose sturgeon were significantly less than those of male, and potential spawners, and confirmed spawning 26 females in the upper Missouri River (Chapter 3), significantly reduced movement in reproductively inactive adult shovelnose sturgeon compared to spawners was observed in the lower Missouri River (DeLonay et al. 2009), and juvenile pallid sturgeon in this study moved less than adult pallid sturgeon. It is likely that disregarding the effects of maturity, sex, and reproductive stage on movements of Scaphirhynchus spp. while conducting telemetry studies is resulting in highly variable movement data and indicates the need for identification of sex and reproductive stage of study subjects. Increasingly, studies are failing to find a link between discharge and initiation of migration in Scaphirhynchus spp. (DeLonay et al. 2009; Papoulias et al. 2011). Rather than discharge, it is believed that reproductive maturation in Scaphirhynchus spp. is initiated many months prior to spawning, with day length as the environmental cue, while spawning is initiated by the proximate cue of water temperature (DeLonay et al. 2009; Papoulias et al. 2011; Wildhaber et al. 2011). Movement rates of confirmed spawning female shovelnose sturgeon in the upper Missouri River peaked at water temperatures from 18 to 22 °C regardless of discharge, indicating that water temperature is a more likely proximate cue initiating spawning migrations (Chapter 3). In this study, no differences were observed in movement rates despite four hydrographs representing conditions from above to below average discharge, with variable rates of change and different timing and duration of peak discharge; thus, providing further evidence that discharge does not influence movements in Scaphirhynchus spp. Although the variations in discharge examined in this study did not affect movements of Scaphirhynchus spp., discharge may be important in determining spawning success and recruitment. Prolonged 27 high discharge has been shown to cause protracted spawning and a greater abundance of larval and age-0 Scaphirhynchus spp. (Goodman 2009; Phelps et al. 2010); how discharge influences recruitment in the upper Missouri River is unknown and is cause for further study. Acknowledgements The U.S. Bureau of Reclamation and PPL Montana provided funding and support for this research. I thank Robert Bramblett for manuscript reviews; Eli Cureton, Joel Van Eenennaam, Casey Jensen, Eli McCord, Mike Wente, Randy Rodencal, Ben Cox, Matt Jaeger, Michael Michelson, Nick Smith, Sue Camp, Steve Leathe, Mike Meeuwig, Ben Goodman, Boone Richards, Justin Spinelli, John Syslo, Peter Brown, Steven Ranney, and Mariah Talbott for their invaluable assistance in the field, lab, and office. The Montana Cooperative Fisheries Research Unit is jointly sponsored by the Montana Fish, Wildlife, and Parks, Montana State University, and the U. S. Geological Survey. 28 Tables Table 2.1. Sample sizes for juvenile pallid sturgeon, adult pallid sturgeon, and shovelnose sturgeon in the Missouri River above Fort Peck Reservoir 2006-2009. Year 2006 2007 2008 2009 Juvenile pallid sturgeon 7 8 5 4 Species Adult pallid sturgeon 2 1 2 2 Shovelnose sturgeon 28 51 55 58 29 Table 2.2. Minimum, maximum, and mean (SD) daily discharge (m3/s) and daily discharge rate of change (ROC) (m3/s/d) for the Missouri River upstream of Fort Peck Reservoir for all hydrograph phases, 2006- 2009. See text for phase definitions. Variable Year Phase Daily discharge 2006 2007 2008 2009 Daily discharge ROC 2006 2007 2008 2009 Minimum Maximum Mean (SD) Ascending Descending Post-descending Ascending Descending Post-descending Ascending 238 152 141 205 152 120 145 546 506 163 389 373 149 839 292 (59) 230 (106) 151 (7) 271 (52) 208 (58) 131 (8) 259 (192) Descending Post-descending 196 156 823 196 515 (213) 183 (10) Ascending Descending 299 194 578 573 436 (76) 313 (77) Post-descending 161 216 184 (14) Ascending Descending Post-descending Ascending Descending Post-descending -32 -39 -8 -19 -39 -9 120 5 8 49 3 6 6 (28) -10 (13) 0 (3) 5 (15) -7 (8) -1 (3) Ascending Descending Post-descending Ascending Descending Post-descending -5 -65 -11 -14 -48 -18 165 45 6.00 39 36 18 26 (46) -9 (20) -1 (4) 8 (17) -7 (17) -1 (8) 30 Table 2.3. Minimum, maximum, and mean ± 90% confidence interval (CI) net and total movement rates (km/d) for juvenile pallid sturgeon in the Missouri River upstream of Fort Peck Reservoir for all hydrograph phases 2006-2009. Positive net movement rates represent overall upstream movement, negative rates represent downstream movement. See text for hydrograph phase definitions. Variable Net movement rate Year 2006 2007 2008 2009 Pooled Total movement rate 2006 2007 2008 2009 Pooled Phase Minimum Maximum Mean ± 90% CI Ascending -0.92 0.04 -0.21 ± 0.21 Descending -0.81 0.26 -0.08 ± 0.22 Post-descending -0.06 0.08 0.00 ± 0.03 Ascending -0.08 0.34 0.02 ± 0.08 Descending -1.25 0.27 -0.13 ± 0.27 Post-descending -0.16 0.18 -0.01 ± 0.06 Ascending -0.88 0.89 0.04 ± 0.46 Descending -0.57 0.29 -0.15 ± 0.26 Post-descending -0.24 0.29 0.03 ± 0.18 Ascending -0.04 0.21 0.04 ± 0.10 Descending -0.08 0.42 0.09 ± 0.18 Post-descending -0.98 0.02 -0.44 ± 0.48 Ascending -0.92 0.89 -0.04 ± 0.12 Descending -1.25 0.42 -0.08 ± 0.12 Post-descending -0.98 0.29 -0.06 ± 0.09 Ascending 0.09 1.34 0.55 ± 0.27 Descending 0.04 0.81 0.28 ± 0.16 Post-descending 0.02 0.13 0.07 ± 0.02 Ascending 0.03 0.34 0.09 ± 0.06 Descending 0.01 1.65 0.32 ± 0.32 Post-descending 0.00 0.92 0.24 ± 0.17 Ascending 0.04 0.89 0.45 ± 0.31 Descending 0.11 0.86 0.47 ± 0.22 Post-descending 0.00 0.29 0.15 ± 0.11 Ascending 0.00 0.21 0.07 ± 0.07 Descending 0.04 0.88 0.38 ± 0.31 Post-descending 0.23 0.98 0.53 ± 0.38 Ascending 0.00 1.34 0.30 ± 0.12 Descending 0.01 1.65 0.35 ± 0.13 Post-descending 0.00 0.98 0.21 ± 0.09 31 Table 2.4. Minimum, maximum, and mean ± 90% confidence interval (CI) net and total movement rates (km/d) for adult pallid sturgeon in the Missouri River upstream of Fort Peck Reservoir for all hydrograph phases 2006-2009. Positive net movement rates represent overall upstream movement, negative rates represent downstream movement. See text for hydrograph phase definitions. Variable Net movement rate Year 2006 2007 2008 2009 Pooled Total movement rate 2006 2007 2008 2009 Pooled Phase Minimum Maximum Mean ± 90% CI Ascending 2.38 8.39 5.38 ± 4.95 Descending -1.69 -0.34 -1.02 ± 1.11 Post-descending 0.28 0.78 0.53 ± 0.41 Ascending -0.69 -0.69 -0.69 Descending -2.60 -2.60 -2.60 Post-descending -0.04 -0.04 -0.04 Ascending -0.17 -0.10 -0.13 ± 0.05 Descending -1.48 -0.29 -0.89 ± 0.98 Post-descending 0.00 0.00 0.00 Ascending -2.04 1.89 -0.07 ± 3.23 Descending -2.29 0.40 -0.94 ± 2.21 Post-descending -0.57 0.01 -0.28 ± 0.48 Ascending -2.04 8.39 1.38 ± 2.14 Descending -2.60 0.40 -1.18 ± 0.70 Post-descending -0.57 0.78 0.08 ± 0.30 Ascending 2.38 8.47 5.42 ± 5.01 Descending 1.02 4.09 2.55 ± 2.52 Post-descending 0.28 0.78 0.53 ± 0.41 Ascending 1.28 1.28 1.28 Descending 2.60 2.60 2.60 Post-descending 0.68 0.68 0.68 Ascending 0.39 0.50 0.45 ± 0.09 Descending 1.64 2.03 1.83 ± 0.32 Post-descending 0.00 0.00 0.00 Ascending 1.89 4.12 3.01 ± 1.84 Descending 2.78 2.79 2.79 ± 0.01 Post-descending 0.01 2.90 1.45 ± 1.45 Ascending 0.39 8.47 2.72 ± 1.76 Descending 1.02 4.09 2.42 ± 0.61 Post-descending 0.00 2.90 0.78 ± 0.73 32 Table 2.5. Minimum, maximum, and mean ± 90% confidence interval (CI) net and total movement rates (km/d) for shovelnose sturgeon in the Missouri River upstream of Fort Peck Reservoir for all hydrograph phases 2006-2009. Positive net movement rates represent overall upstream movement, negative rates represent downstream movement. See text for hydrograph phase definitions. Variable Net movement rate Year 2006 2007 2008 2009 Pooled Total movement rate 2006 2007 2008 2009 Pooled Phase Minimum Maximum Mean ± 90% CI Ascending -1.16 3.96 0.04 ± 0.31 Descending -4.65 3.40 0.21 ± 0.53 Post-descending -5.37 2.59 0.22 ± 0.44 Ascending -3.37 3.27 -0.10 ± 0.25 Descending -2.44 4.01 0.27 ± 0.22 Post-descending -4.63 3.03 0.07 ± 0.22 Ascending -5.06 4.51 0.15 ± 0.30 Descending -1.71 2.31 0.13 ± 0.17 Post-descending -2.45 1.94 0.02 ± 0.15 Ascending -5.44 4.46 -0.27 ± 0.35 Descending -3.51 2.96 -0.02 ± 0.17 Post-descending -5.68 8.29 0.04 ± 0.44 Ascending -5.44 4.51 -0.05 ± 0.16 Descending -4.65 4.01 0.13 ± 0.12 Post-descending -5.68 8.29 0.07 ± 0.16 Ascending 0.03 4.40 1.07 ± 0.33 Descending 0.02 7.16 1.23 ± 0.53 Post-descending 0.00 5.37 0.81 ± 0.38 Ascending 0.00 11.93 1.22 ± 0.45 Descending 0.01 4.81 0.87 ± 0.25 Post-descending 0.00 4.91 0.59 ± 0.21 Ascending 0.01 5.06 0.78 ± 0.26 Descending 0.01 3.40 0.82 ± 0.18 Post-descending 0.00 2.45 0.39 ± 0.12 Ascending 0.01 5.49 1.06 ± 0.32 Descending 0.00 6.18 1.09 ± 0.28 Post-descending 0.00 8.29 1.06 ± 0.39 Ascending 0.00 11.93 1.02 ± 0.18 Descending 0.00 7.16 0.97 ± 0.14 Post-descending 0.00 8.29 0.71 ± 0.15 33 Figures Figure 2.1. Map of Missouri and Marias rivers in Montana, with study area in detail. 34 900 AL DL PDL AL DL PDL 750 600 450 Mean daily discharge (m3/s) 300 150 2006 0 May Jun Jul Aug Sep 2007 May Jun Jul Aug Sep Discharge Average discharge 900 AL DL PDL AL DL PDL 750 600 450 300 150 2008 0 May Jun Jul Month Aug Sep 2009 May Jun Jul Aug Sep Month Figure 2.2. Hydrograph phases for the Missouri River upstream of Fort Peck Reservoir, Montana 2006-2009, as defined by mean daily discharge. Average discharge (dashed line) represents the mean daily discharge averaged over 1935-2005. Phases include ascending limb (AL), descending limb (DL), and post-descending limb (PDL). See text for phase definitions. 35 250 AL DL PDL AL DL PDL 125 Standardized distance (km) 0 -125 2006 -250 May Jun Jul Aug Sep 2007 May Jun Jul Aug Sep Juvenile Adult 250 AL DL PDL AL DL PDL 125 0 -125 2008 -250 May Jun Jul Month Aug Sep 2009 May Jun Jul Aug Sep Month Col 1 vs Col 2 Col 4 vs Col 5 Col 16 vs Col 8 Col 10 vs Col 11 Col 13 vs Col 14 Col 16 vs Col 17 Col 19 vs Col 20 Col 22 vs Col 23 Figure 2.3. Plots of river kilometer-standardized movement patterns of juvenile pallid sturgeon (solid lines) and adult pallid sturgeon (dashed lines) in the Missouri River above Fort Peck Reservoir, Montana 2006-2009. The river kilometer of the first location of each fish has been standardized to zero; values above zero represent upstream movement, and values below zero represent downstream movement. Hydrograph phases include ascending limb (AL), descending limb (DL), and post-descending limb (PDL). See text for phase definitions. 36 250 AL PDL DL AL DL PDL 125 Standardized distance (km) 0 -125 2006 -250 May 250 2007 Jun AL Jul Aug Sep May PDL DL Jun AL Jul Aug Sep PDL DL 125 0 -125 2008 -250 May 2009 Jun Jul Month Aug Sep May Jun Jul Aug Sep Month Figure 2.4. Plots of river kilometer-standardized movement patterns of shovelnose sturgeon in the Missouri River above Fort Peck Reservoir, Montana 2006-2009. The river kilometer of the first location of each fish has been standardized to zero; values above zero represent upstream movement, and values below zero represent downstream movement. Hydrograph phases include ascending limb (AL), descending limb (DL), and post-descending limb (PDL). See text for phase definitions. 37 Figure 2.5. Distributions of juvenile pallid sturgeon, adult pallid sturgeon, and shovelnose sturgeon in the Missouri River above Fort Peck Reservoir, Montana 20062009. 38 References Auer, N. A. 1996. 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Montana State University, Bozeman, Montana. Hall, J. W., T. I. J. Smith, and S. D. Lamprecht. 1991. Movements and habitats of shortnose sturgeon, Acipenser brevirostrum in the Savannah River. Copeia 1991:695-702. Hesse, L. W., and G. E. Mestl. 1993. An alternative hydrograph for the Missouri River based on the precontrol condition. North American Journal of Fisheries Management 13:360-366. 40 Jager, H. I., W. Van Winkle, J. A. Challender, K. B. Lepla, P. Bates, and T. D. Counihan. 2002. A simulation study of factors controlling white sturgeon recruitment in the Snake River. Pages 127-150 in W. Van Winkle, P. J. Andres, D. H. Secor, and D. A. Dixon, editors. Biology, management and protection of North American sturgeon. American Fisheries Society, Symposium 28, Bethesda, Maryland. Kallemeyn, L. W. 1983. Status of the pallid sturgeon (Scaphirhynchus albus). Fisheries 8:3-9. Keenlyne, K. D. 1997. Life history and status of the shovelnose sturgeon, Scaphirhynchus platorynchus. 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Methods for fish biology. American Fisheries Society, Bethesda Maryland. Tripp, S. J., Q. E. Phelps, R. E. Colombo, J. E. Garvey, B. M. Burr, D. P. Herzog, and R. A. Hrabik. 2009. Maturation and reproduction of shovelnose sturgeon in the middle Mississippi River. North American Journal of Fisheries Management 29:730-738. USFWS (United States Fish and Wildlife Service). 2000. Biological opinion on the operation of the Missouri River main stem reservoir system, operation and maintenance of the Missouri River bank stabilization and navigation project, and operation of the Kansas River reservoir system. USFWS, Bismarck, North Dakota. USFWS (United States Fish and Wildlife Service). 2003. Amendment to the 2000 biological opinion on the operation of the Missouri River main stem reservoir system, operation and maintenance of the Missouri River bank stabilization and navigation project, and operation of the Kansas River reservoir system. USFWS, Minneapolis, Minnesota. 42 Wanner, G. A., R. A. Klumb, and W. J. Stancill. 2007. Habitat use and movements of adult pallid sturgeon in the Missouri River downstream of Fort Randall Dam, South Dakota and Nebraska. Proceedings of the South Dakota Academy of Sciences 86:21-33. Webb, M. A. H., J. E. Williams, and L. R. Hildebrand. 2005. Recovery program review for endangered pallid sturgeon in the upper Missouri River basin. Reviews in Fisheries Science 13:165-176. White, G. C., and R. A. Garrot. 1990. Analysis of wildlife radio-tracking data. Academic Press, San Diego, California. Wildhaber, M. L., A. J. DeLonay, D. M. Papouilas, D. L. Galat, R. B. Jacobsen, D. G. Simpkins, P. J. Braaten, C. E. Korschgen, and M. J. Mac. 2011. Identifying structural elements needed for development of a predictive life-history model for pallid and shovelnose sturgeons. Journal of Applied Ichthyology 27:462-469. Wilson, J. A., and R. S. McKinley. 2004. Distribution, habitat, and movements. Pages 40-72 in G. T. O. LeBreton, F. W. Beamish, and R. S. McKinley, editors. Sturgeons and paddlefish of North America. Kluwer Academic Publishers, Dordrecht, The Netherlands. Winter, J. D. 1996. Advances in underwater biotelemetry. Pages 550-590 in B. R. Murphy and D. W. Willis, editors. Fisheries techniques 2 nd edition. American Fisheries Society, Bethesda, Maryland. 43 CHAPTER THREE SPAWNING RELATED MIGRATION OF SHOVELNOSE STURGEON IN THE MISSOURI RIVER ABOVE FORT PECK RESERVOIR, MONTANA Contributions of Authors and Co-Authors Manuscript in Chapter 3 Author: Ryan R. Richards Contributions: Conceived the study, collected and analyzed data, and authored the manuscript. Co-author: Christopher S. Guy Contributions: Conceived the study, obtained funding, and assisted with study design and interpretation of analyses. Discussed the results and implications and edited the manuscript. Co-author: Molly A. Webb Contributions: Conceived the study, provided support and training for histological and physiological analyses. Assisted with interpretation of analyses, discussed the results and implications. Co-author: William M. Gardner Contributions: Conceived the study, obtained funding, collected data, discussed the results and implications. Co-author: Casey B. Jensen Contributions: Collected data, assisted with analyses, and discussed the results and implications. 44 Manuscript Information Page Ryan R. Richards, Christopher S. Guy, Molly A. Webb, William M. Gardner, Casey B. Jensen Journal Name: Transactions of the American Fisheries Society Status of Manuscript: _x_Prepared for submission to a peer-reviewed journal ___Officially submitted to a peer-reviewed journal ___Accepted by a peer-reviewed journal ___Published in a peer-reviewed journal Published by the American Fisheries Society 45 Abstract Some shovelnose sturgeon populations are extirpated or in decline, with reservoir operation implicated as a primary cause. Understanding how river regulation affects movements of spawning shovelnose sturgeon is imperative for conservation. The hypotheses of this study were (1) that shovelnose sturgeon would make upstream movements to spawn, (2) movement of spawning fish would be greater in a year with higher discharge, and (3) that spawning fish would have greater movements than reproductively inactive fish. Seventy-eight shovelnose sturgeon in five reproductive categories (e.g., males, confirmed spawning females, potentially spawning females, atretic females, and reproductively inactive females) were tracked in 2008 and 2009. No differences in movement rates were observed in confirmed spawning females between years although in 2008 peak flows were obtained at a faster rate, flows were higher by 45%, and high discharge was of a greater duration. Reproductively inactive females were the only category to differ in movements and did not have extensive movements. All other reproductive categories, including confirmed spawning females, exhibited extensive migrations. Movements of fish in all reproductive categories were variable, with some fish migrating upstream, some downstream, and some not migrating. The highest movement rates of confirmed spawning females were at temperatures between 18 and 22 °C regardless of discharge, indicating that water temperature is a more likely proximate cue initiating spawning migrations in shovelnose sturgeon. 46 Introduction Many aquatic species have evolved life-history strategies in direct response to natural flow regimes, with flow linked to reproduction, larval survival, growth, and recruitment (Bunn and Arthington 2002). Shovelnose sturgeon Scaphirhynchus platorynchus have been indigenous to the large, turbid rivers of the Missouri and Mississippi River basins for millions of years (Bailey and Cross 1954) and have a lifehistory strategy that is dependent on the conditions of the environment (Wildhaber et al. 2011). Dams and impoundments can fragment fish habitat, as well as alter and decouple natural discharge and water temperature regimes, reduce sediment transport, and disconnect the floodplain from the river channel (Junk et al. 1989; Sparks et al. 1990; Stanford et al. 1996; Poff et al. 1997). Although most shovelnose sturgeon populations are stable, some are in decline or extirpated (Koch and Quist 2010). Habitat alteration and fragmentation due to dams are implicated as primary causes (Keenlyne 1997). Changes in discharge and water temperature associated with the spring pulse are believed to cue spawning migrations in adult sturgeons (Becker 1983; Keenlyne and Jenkins 1993; DeLonay et al. 2009). Reproductively active sturgeon can fail to spawn if the environmental cues of discharge and water temperature are absent (Auer 2004), and in the Marias River, a tributary to the main stem Missouri River, shovelnose sturgeon have been shown to initiate spawning only when a threshold discharge was reached (Goodman 2009). The construction and operation of dams on the Missouri River has altered and decoupled the putative environmental spawning cues of discharge and water temperature thought to initiate spawning in shovelnose sturgeon (Galat et al. 2001). Prior 47 to dam construction, the Missouri River hydrograph was characterized by a large, highly variable spring pulse that is now more constant and reduced in magnitude and duration (Hesse and Mestl 1993; Galat and Lipkin 2000; Pegg et al. 2003). Shovelnose sturgeon larvae drift for six days post-hatch, and require long uninterrupted stretches of free flowing riverine habitat for survival (Braaten et al. 2008). Depending on water velocities, shovelnose sturgeon larvae may drift from 94 to 250 km after hatching (Braaten et al. 2008). Dams on the Missouri river have fragmented habitat; thus, reducing the amount of unimpeded river for drifting larvae (Braaten et al. 2008). White sturgeon Acipenser transmontanus larvae require extended drift downstream of spawning areas and are likely to exhibit little or no recruitment in reduced river reaches terminating in reservoirs (Jager et al. 2002). Shovelnose sturgeon are thought to spawn over rock or gravel substrate in tributaries or along main river channels (Moos 1978; Keenlyne 1997). The location of shovelnose sturgeon spawning substrate in the Missouri River could determine how much unimpeded riverine habitat larvae have for drifting. The purpose of this study was to document spawning related movements of shovelnose sturgeon through the annual spring pulse of the upper Missouri River, identify possible spawning locations relative to available larval drift distance, and assess substrate selection during spawning conditions. The specific objectives were to (1) compare the movements of spawning shovelnose sturgeon between years with differing spring hydrographs, (2) compare movements among different reproductive categories, (3) document spawning locations of female shovelnose sturgeon relative to larval drift distance, and (4) to document substrate availability in the upper Missouri River and 48 assess use relative to reproductive category. Based on what is currently known and hypothesized regarding shovelnose sturgeon reproductive biology, I hypothesized that shovelnose sturgeon would make upstream movements to spawn, movement of spawning fish would be greater in a year with higher discharge, and that spawning fish would have greater movements than reproductively inactive fish. Study Area The study area is located in north central Montana and includes the Missouri River from a point approximately 10 km upstream of Fort Benton, MT (river kilometer [rkm] 3,350, measuring from the confluence with the Mississippi River), to approximately 40 km upstream of the headwaters of Fort Peck Reservoir (rkm 3,040) (Figure 3.1). This section of the Missouri River was selected because it represents the majority of main stem shovelnose sturgeon habitat between Morony Dam (rkm 3,388) and the headwaters of Fort Peck Reservoir (rkm 3,000). Several dams exist in the Missouri River system upstream of the study area, with three dams operated by the U.S. Bureau of Reclamation (USBR) having the most effect on riverine flow and habitat (Gardner and Jensen 2011). These include Canyon Ferry Dam on the Missouri River near Helena, MT (rkm 3,626), Tiber Dam, on the Marias River near Chester, MT (rkm 129, measuring from the confluence with the Missouri River), and Gibson Dam (rkm 163, measured from confluence with the Missouri River) on the Sun River (Gardner and Jensen 2011). Operation of these dams has altered the temperature and sediment transport regimes and moderated the peaks and troughs of the average hydrograph, but 49 timing of peak discharge is similar to average conditions (Bellgraph et al. 2008). Although the hydrograph is affected by these dams, the Missouri River above Fort Peck Reservoir is considered the least hydrologically altered section of the Missouri River (Galat and Lipkin 2000; Pegg et al. 2003; Galat et al. 2005). Further, the Missouri River above Fort Peck Reservoir has many of the natural features common to unregulated rivers including islands, alluvial bars, secondary channels, and backwaters. A combination of factors contribute to the retention of natural features in this river section including limited reservoir storage capacity, multi-use management of reservoirs, and numerous unregulated tributaries that limit the influence of upstream impoundments (Scott et al. 1997; Galat and Lipkin 2000; Pegg et al. 2003). Methods Fish Capture and Surgery Male shovelnose sturgeon, gravid female shovelnose sturgeon (stage IV; Wildhaber et al. 2007), and reproductively inactive female shovelnose sturgeon (≤ stage III; Wildhaber et al. 2007) were captured and implanted with radio transmitters at three locations in the upper Missouri River in 2008 and 2009 (Table 3.1; Figure 3.1). The three sampling locations were chosen such that individuals from the upper, middle, and lower sections of the study area were represented. Shovelnose sturgeon were captured from 23 April to 15 May in 2008, and from 13 to 21 April in 2009 using drifting trammel nets (1.8 m deep x 45.8 m long, 2.5 cm mesh inner panel, 25.4-cm mesh outer panels). Prior to transmitter implantation, gonads were visually inspected to determine sex and reproductive stage (DeLonay et al. 2007). Shovelnose sturgeon were selected for 50 transmitter implantation if they were ≥ 1.9 kg and presumed to be either a male, gravid female, or reproductively inactive female after macroscopic inspection of the gonad. Transmitters were 16 x 73 mm, weighed 26 g, and had an estimated battery life of 1624 d (Lotek Wireless, Inc., Newmarket, Ontario, Canada). Transmitters were selected to be as light as possible while maximizing battery life and did not exceed 2% of fish body weight (Winter 1996). Transmitter-implantation surgery was performed using methods modified from Ross and Kleiner (1982) and Summerfelt and Smith (1990). All fish were placed into a holding tank for 20 minutes to allow for recovery from the surgery, and were released near the capture location. An effort was made to recapture previously classified gravid females to determine spawning success during July-August in 2008 and 2009; recapture was attempted with targeted drifting trammel nets after a fish was located via telemetry (see methods below). Reproductive Assessment Ovarian tissue samples were collected from all females at the time of transmitter implantation to corroborate reproductive stage classifications made in the field, and samples were also collected from previously classified gravid females recaptured after the spawning period to determine spawning success. Ovarian tissue samples were preserved in 10% buffered formalin in the field and returned to the laboratory where they were embedded in paraffin, sectioned at 5 µm, and stained by periodic acid Schiff stain (Luna 1968). Slides were examined under a compound scope (Olympus America Inc., model BX41 40x-400x), and the germ cells were scored for stage of maturation according to the protocol of Wildhaber et al. (2007). 51 Females were segregated into four categories based on stage of maturation and condition of the gonad: confirmed spawners, potential spawners, atretic, or reproductively inactive. Indications of successful spawning include the presence of postovulatory follicles and an absence of atretic bodies. If post-ovulatory follicles were found in an ovarian tissue sample from a previously classified gravid female that was recaptured post-spawn, the fish was classified as a confirmed spawner (Crim and Glebe 1990; Wildhaber et al. 2007). Previously classified gravid females that were not recaptured post-spawn were classified as potential spawners. If no post-ovulatory follicles were present and a large number of atretic bodies were observed the fish was classified as atretic. Female shovelnose sturgeon require multiple seasons between spawns for gonadal development (Billard and Lecointre 2001; Colombo et al. 2007; DeLonay et al. 2009; Tripp et al. 2009); thus, confirmed spawning female shovelnose sturgeon captured in July-August of 2008 were considered reproductively inactive in 2009. Hydrographs and Water Temperature Profiles To compare sturgeon movements through the course of the spring pulse, the hydrograph was partitioned into three phases based on the putative reproductive lifehistory requirements of shovelnose sturgeon (Figure 3.2). The pre-suitable spawning phase for each year was defined as the period between 1 May (arbitrarily selected based on when sampling started) until the peak of the hydrograph, which was on 28 May in 2008 and on 3 June in 2009. The suitable spawning phase was defined as the descending limb of the hydrograph, coincident to temperatures above 12° C, the lower threshold for 52 spawning and embryonic survival, until water temperature in the river exceeded 24° C, the upper threshold of temperatures suitable for spawning and embryonic survival (K. Kappenman and M. Webb, U.S. Fish and Wildlife Service, unpublished data). The discharge thresholds were based on shovelnose sturgeon spawning in the upper Missouri River that was documented to occur on the descending limb of the hydrograph, coincident to temperatures within the suitable ranges for spawning and embryonic survival (Goodman 2009). In 2008, suitable spawning conditions were from 29 May to 26 July, and in 2009 from 4 June to 22 July. The post-suitable spawning phase was defined as the period after water temperatures in the river exceeded 24° C until the end of tracking (31 August). Hydrographs were derived by averaging the mean daily discharge recorded at three USGS gauging stations on the Missouri River within the study site: Fort Benton (rkm 3,337), Virgelle Ferry (rkm 3,274), and Landusky (rkm 3,090). For comparison to average discharge, data from the same three USGS gauging stations were used to calculate the mean daily discharge averaged over the years 1935 to 2005. Water temperature data were derived by averaging the mean daily water temperature (°C) from two continuous-reading temperature loggers at rkm 3,092 and rkm 3,304 in 2008, and at rkm 3,092 and rkm 3,193 in 2009. Tracking Individual fish were tracked weekly from May through August in 2008 and 2009 to estimate the direction and extent of movements associated with the pre-suitable spawning, suitable spawning, and post-suitable spawning phases of the hydrograph. Telemetered fish were located using a portable SRX-400 Lotek receiver (Lotek Wireless, 53 Inc., Newmarket, Ontario, Canada) equipped with a boat-mounted, four-element Yagi antenna. More precise locations were determined by triangulation or by passing the boat directly over the fish using a three-element hand held Yagi antenna (Winter 1996; Blanchfield et al. 2005). This method has been shown to be accurate to within five meters by means of blind tests using transmitters placed in the river (Gerrity et al. 2008; Bellgraph et al. 2008). Latitude, longitude, and river kilometer were measured at each fish location using a boat mounted GPS unit. Data from eight autonomous land-based, continuous recording radio-receiving stations (Figure 3.1) were also incorporated into the data set. These stations were located on the bank adjacent to the river and each station consisted of a continuously recording, solar powered SRX-400 Lotek receiver attached to two four-element Yagi antenna. Movement and Movement Rates Mean daily total and net movement rates were calculated for each fish for each phase of the hydrograph. Total daily movement rate was calculated for a given fish by dividing the distance in river kilometers between successive relocations by the number of days elapsed between relocations (White and Garrott 1990). Net daily movement rate was calculated by dividing the difference in river kilometer between successive relocations by the number of days that elapsed between relocations such that a positive rate indicated upstream movement, a negative rate indicated downstream movement, and a rate of zero indicated no movement (Bramblett 1996). Additional movement likely occurs between relocations; thus, all movement data represent a minimum for the period between relocations (Rogers and White 2007). To identify possible spawning locations, 54 shovelnose sturgeon movements were plotted by category through the hydrograph phases and visually assessed. In addition, mean river kilometer for locations of individual, successfully spawning females during suitable spawning conditions were plotted and visually assessed. Substrate In 2009 during the suitable spawning phase the predominant substrate at shovelnose sturgeon relocations was determined by “feeling” the bottom of the river channel using steel conduit (Bramblett and White 2001; Bellgraph et al. 2008; Gerrity et al. 2008). Substrate within the study area was classified as: fines (0-4 mm in diameter), gravel (5-64 mm), and cobble (65-300 mm). Blind tests in areas with known substrate validated this method and substrate samples were obtained in these areas to validate size classifications. The availability of substrate classes was estimated by dividing the study area by river kilometer and randomly selecting two substrate sampling locations per river kilometer (N = 558). Data Analysis Individual radio-tagged fish were the experimental unit for all applicable statistical tests, and normality for all variables was assessed using residual and normal probability plots. To reduce the chance of making a type II error, an α = 0.1 was established a priori for all analyses. Discharge, water temperature, and rates of change for each hydrograph phase were compared between years using a two-sample t-test after data were log10 transformed to correct for non-normal distribution. Repeated measures 55 (with individual fish as the repeated variable) analysis of variance (ANOVA) was used to test the hypotheses that there were no differences in total and net movement rates between confirmed spawning females in 2008 and 2009. If movement rates did not differ significantly, years were pooled to increase statistical power and repeated measures ANOVA was used to test the hypotheses that there were no differences in total and net movement rates among hydrograph phases. Repeated measures ANOVA was also used to test the hypotheses that there were no differences in total and net movement rates among reproductive categories (i.e., males, potentially spawning females, confirmed spawning females, atretic females, and reproductively inactive females) within each year. If movement rates did not differ significantly, reproductive categories were pooled to increase statistical power and repeated measures ANOVA was used to test the hypotheses that there were no differences in total and net movement rates among hydrograph phases for each year. Bonferroni multiple-comparisons test was used to control the experimentwise error rate for all repeated measures ANOVAs (Rogers and White 2007). Sample sizes within reproductive categories were relatively small; however, the repeated measures ANOVA used to analyze the data takes into consideration the variation within individuals, thus offering high statistical power relative to sample size (Ott 1993; Kutner et al. 2004). One-way chi-square log-likelihood tests were conducted to test the null hypotheses that substrate use within each substrate category was in proportion to availability (Manly et al. 2002). Although some expected values used for chi-square 56 analyses were less than the recommended minimum of five, chi-square tests are robust to smaller expected values (Roscoe and Byars 1971, Lawal and Upton 1984, Ott 1993). Results Hydrographs and Water Temperature Profiles Daily discharge during the pre-suitable spawning phase was significantly higher in 2008 than in 2009 (t = -6.54, P < 0.001), and peak discharge was 45 % higher in 2008 than in 2009 (Figure 3.2; Table 3.2). Daily discharge was also significantly higher during the suitable spawning phase in 2008 than in 2009 (t = 7.18, P < 0.001), but daily discharge did not differ significantly between years during the post-suitable spawning phase (t = -0.11, P = 0.91). Rate of change in daily discharge differed between years for the pre-suitable spawning phase (t = 1.84, P = 0.07), and was significantly higher in 2008. Rate of change in daily discharge did not differ significantly between years for the suitable spawning phase (t = -1.14, P = 0.26), or the post-suitable spawning phase (t = 0.27, P = 0.78) (Figure 3.2; Table 3.2). In addition to higher peak discharge achieved at a higher rate, discharge levels remain high for a greater duration in 2008 than in 2009. For example, in 2008 discharge remained above the highest rate observed in 2009 (578 m3/s) for 28 days, while discharge in 2009 began to decrease sharply immediately after the peak was achieved (Figure 3.2). Discharge in 2008 was higher than average discharge during the pre-suitable and suitable spawning phases, while discharge in 2009 during these hydrograph phases more closely approximated average values. However, the duration of increased discharge in 2008 more closely resembled that of the average 57 discharge, while the peak in discharge in 2009 was of a shorter duration. During the post-suitable spawning phases discharge in both years was similar to the average discharge values (Figure 3.2). Daily water temperature did not differ significantly between years for the presuitable spawning phase (t = 0.14, P = 0.89) or the post-suitable spawning phase (t = 1.56, P = 0.62). However, daily water temperature differed significantly between years during the suitable spawning phase (t = -2.33, P = 0.02), and was lower for a longer period in 2008. The difference observed in water temperature between years during the suitable spawning phase is likely a function of the prolonged period of high discharge in 2008 (Figure 3.2). Rate of change in daily water temperature did not differ significantly between years for the pre-suitable spawning phase (t = -1.56, P = 0.13), suitable spawning phase (t = 0.43, P = 0.66), and post-suitable spawning phase (t = 0.05, P = 0.96) (Figure 3.2; Table 3.2). Movement and Movement Rates Despite the higher, more prolonged discharge and the lower water temperature in 2008, mean net movement rate (F1, 17 = 0.24, P = 0.63) and mean total movement rate (F1, 17 = 1.69, P = 0.21) of confirmed spawning female shovelnose sturgeon did not differ significantly between years within hydrograph phases (Table 3.3). When years were pooled, mean net movement rate (F2, 36 = 2.99, P = 0.06) and mean total movement rate (F2, 36 = 9.49, P Ë‚ 0.001) of confirmed spawning female shovelnose sturgeon differed significantly among hydrograph phases. Net movement rate of confirmed spawning females was negative during the pre-suitable spawning phase indicating overall 58 downstream movement, while upstream movement was highest during the post-suitable spawning phase movement. Net movement rate during the suitable spawning phase was near zero, indicating nearly equal upstream and downstream movement (Table 3.3). Interestingly, mean total movement rate was highest during the suitable spawning phase, indicating that while upstream and downstream movement was nearly equal, confirmed spawning females were moving the most during this hydrograph phase (Table 3.3). The greatest upstream and downstream weekly mean net movement rates of confirmed spawning females during both years were observed when water temperature was between 18 and 22 °C and discharge was 200-500 m3/s; interestingly at temperatures between 12 and 14 °C, net movement rates were similar at low (100-300 m3/s) and high (700-800 m3/s) discharge (Figure 3.3). The highest weekly mean total movement rates during both years were at temperatures between 18 and 22 °C, when discharge was 700-800 m3/s in 2008 and 300-600 m3/s in 2009 (Figure 3.4). At temperatures below 18 °C and above 22 °C, weekly total movement rates for both years decreased at all discharges (Figure 3.4). In 2008, mean net movement rate (F3, 27 = 0.03, P = 0.99) and mean total movement rate (F3, 27 = 0.94, P = 0.44) did not differ significantly among reproductive categories within hydrograph phases (Table 3.4). However, both net movement rate (F2, 58 = 3.58, P = 0.03) and total movement rate (F2, 58 = 14.12, P Ë‚ 0.001) differed among hydrograph phases when reproductive categories were pooled (Table 3.4). In 2008, fish in all reproductive categories made upstream and downstream movements during the suitable spawning phase (Figure 3.5; Table 3.4). Not only were the lowest negative (1.83 km/d, overall downstream movement) and highest positive (1.91 km/d, overall 59 upstream movement) weekly mean net movement rates during the suitable spawning phase, but variation around weekly mean net movement rates was also highest (Figure 3.5). For example, the mean of 90% confidence intervals for weekly mean net movement rates for all reproductive categories pooled was highest during the suitable spawning phase (mean = 2.31 km/d; SD = 1.49), compared to the pre-suitable (mean = 1.41 km/d; SD = 0.77), and post-suitable (mean = 0.66 km/d; SD = 0.30) spawning phases. Overall, total movement rates were highest during the suitable spawning phase at 1.63 km/d, compared to 0.91 km/d during the pre-suitable spawning phase, and 0.47 km/d during the post-suitable spawning phase (Table 3.4). This corresponds with the high variation observed in weekly mean net movement rates during the suitable spawning phase as fish increased movement upstream and downstream (Figure 3.5). Although no significant differences were observed in mean total movement rates among reproductive categories, the highest weekly mean total movement rates of males occurred 3-4 weeks before the highest weekly mean total movement rates of females (Figure 3.6). In 2009 mean net movement rate data were similar to those in 2008, with net movement rates having no significant differences among reproductive categories within hydrograph phases (F4, 51 = 0.65, P = 0.63), but differing among hydrograph phases when reproductive categories were pooled (F2, 107 = 3.51, P = 0.03) (Table 3.5). As in the previous year, fish in all reproductive categories made upstream and downstream movements during the suitable spawning phase (Figure 3.7; Table 3.5). The highest upstream weekly mean net movement rate in 2009 was during the suitable spawning phase (2.29 km/d, overall upstream movement); however the highest downstream weekly 60 mean net movement rate was observed in males during the pre-suitable spawning phase (1.49 km/d, overall downstream movement) (Figure 3.7). As in 2008, the mean of 90% confidence intervals for weekly mean net movement rates for all reproductive categories pooled was highest during the suitable spawning phase (mean = 2.06 km/d; SD = 1.63), compared to the pre-suitable (mean = 1.35 km/d; SD = 1.30), and post-suitable (mean = 0.99 km/d; SD = 0.56) spawning phases (Figure 3.7). While no significant differences were observed in mean net movement rates among reproductive categories within hydrograph phases in 2009, weekly mean net movement rates of reproductively inactive females did not exhibit the variation observed in the other categories (Figure 3.7). Weekly mean net movement rates of reproductively inactive females were centered on zero for all hydrograph phases, and had little variation indicating a lack of movement upstream or downstream. For all hydrograph phases, the highest positive weekly mean net movement rate of reproductively inactive females was 0.25 km/d (overall upstream movement) and the lowest negative weekly mean net movement rate was -0.37 km/d (overall downstream movement), and the mean of 90% confidence intervals for weekly mean net movement rates was low (mean = 0.41 km/d; SD = 0.14) (Figure 3.7). Unlike 2008, mean total movement rates in 2009 differed among reproductive categories within hydrograph phases (F4, 51 = 3.76, P = 0.01) with reproductively inactive females moving significantly less than other reproductive categories (Table 3.5). As in the previous year, weekly mean total movement rates of males in 2009 peaked earlier than females, with the highest total movement rates of males occurring 4-5 weeks prior to the highest female total movement rates (Figure 3.8). 61 Shovelnose sturgeon migration patterns were highly variable with respect to capture location but similar between years (Figures 3.9 and 3.10). For example, shovelnose sturgeon initially located near Coal Banks did not exhibit extensive upstream migrations while those initially located near Fred Robinson Bridge did not migrate downstream (Figures 3.9 and 3.10). Migration patterns within reproductive categories were similar between years; for example, in both years many of the males initially located at Coal Banks (rkm 3,267) did not migrate, with only one male migrating downstream. In contrast, in both years most males initially located near Judith Landing (rkm 3,193) either migrated upstream or downstream, with only one male not migrating (Figures 3.9 and 3.10). Migrations of confirmed spawning females initially located near Coal Banks were similar between years with some fish not migrating while others migrated downstream (Figures 3.9 and 3.10). Confirmed spawning females initially located near Judith Landing in 2008 migrated upstream or downstream, while confirmed spawning females in 2009 did not migrate or migrated downstream. Most confirmed spawning females initially located near Fred Robinson Bridge in both years made no migration, with one fish migrating upstream (Figures 3.9 and 3.10). Migration patterns of potentially spawning females initially located near Coal Banks and Judith Landing were similar to those of confirmed spawners from the same areas. However in both years, potentially spawning females initially located near Fred Robinson Bridge made extensive upstream migrations (Figures 3.9 and 3.10), indicating that some gravid females from this area likely spawn at upstream locations. Atretic females exhibited similar migrations to confirmed spawning females with one fish initially located near 62 Coal Banks migrating downstream, one initially located near Judith Landing migrating upstream, and those initially located near Fred Robinson Bridge not migrating (Figures 3.9 and 3.10). Reproductively inactive females did not exhibit the extensive migrations observed in the other reproductive categories (Figure 3.10). Confirmed spawning females were clustered in two large areas during the suitable spawning phase; one between rkm 3,250 and rkm 3,300, and the other between rkm 3,200 and rkm 3,075 (Figure 3.11). Substrate Cobble is the predominant substrate from rkm 3,340, upstream of Coal Banks, to rkm 3,130, slightly upstream of Fred Robinson Bridge (Figure 3.12). The predominant substrate below Fred Robinson Bridge is fines and sand (Figure 3.12). During the suitable spawning phase, substrate use by fish within each reproductive category was not in proportion to availability (Table 3.6; Figure 3.13). Fish in all reproductive categories used gravel and fines at a higher proportion than were available, while use of cobble varied with reproductive category (Figure 3.13). Mean percent of locations and associated upper 90% confidence limits for all reproductive categories were higher than the estimated availability of gravel and fines. Mean percent of locations for all reproductive categories were lower than the estimated availability of cobble, indicating that overall use of cobble was in lower proportion to estimated availability. However, males, confirmed spawning females, and atretic females had upper 90% confidence limits higher than the estimated availability of cobble substrate, while potentially spawning females and reproductively inactive females had upper 90% confidence limits lower than 63 the estimated availability of cobble substrate. Care should be taken when interpreting these confidence intervals as sample sizes for potentially spawning females (N = 17) and reproductively inactive females (N = 17) were larger than those for males (N = 9), confirmed spawning females (N = 10), and atretic females (N = 3). Discussion I rejected my hypothesis that shovelnose sturgeon in the upper Missouri River would migrate upstream to spawn as I documented confirmed spawning female shovelnose sturgeon not migrating or migrating downstream. Why all shovelnose sturgeon did not migrate upstream to spawn in the upper Missouri River is unknown. However, it is possible that fish resident to the furthest upstream extant of suitable shovelnose sturgeon habitat near Coal Banks cannot make upstream migrations without encountering unsuitable conditions. Conversely, fish resident to the area near Fred Robinson Bridge cannot make extensive migrations downstream without encountering the headwaters of Fort Peck Reservoir. The hypothesis that movement of spawning fish would be greater in a year with higher discharge was rejected. Despite differences in discharge and water temperature between years, movement rates and migration patterns were similar. While females in this study were documented spawning successfully, the ranges of discharge in this study were limited to those observed in 2008, an above average discharge year, and 2009, which was more representative of average discharge. How discharge outside of these ranges affects spawning migrations and how discharge affects recruitment of shovelnose sturgeon in the upper Missouri River is unknown and 64 requires investigation. I failed to reject the hypothesis that spawning shovelnose sturgeon would have greater movements than reproductively inactive females. Reproductively inactive female shovelnose sturgeon did not exhibit the extensive migrations seen in other reproductive categories and had significantly lower total movement rates. As the impetus for migration is lacking (i.e., spawning) reproductively inactive females do not expend energy migrating long distances. This understanding of the disparity in movements between spawning and reproductively inactive fish may benefit future telemetry studies. Total movement rates and the variation in net movement rates of confirmed spawning, potentially spawning, and atretic females were highest during suitable spawning conditions, and then declined during post-suitable spawning conditions to similar values as observed in pre-suitable conditions. In both years, movements of males were highest 3-5 weeks earlier than females. This is consistent with reported spawning behavior of males in other sturgeon species; males arrive at spawning sites prior to females, and stay longer as they attempt to maximize the opportunity for successful mating (Fox et al. 2000; Paragamian and Kruse 2001; Bruch and Binkowski 2002). The timing of increased movements in female shovelnose sturgeon in the upper Missouri River coincides with the increase in the proportion of mature (stage IV) female shovelnose sturgeon observed in the Mississippi River, which was concurrent with increasing discharge and temperatures between 17-21° C (Tripp et al. 2009). The increase in the proportion of mature females observed in the Mississippi River was followed by an increase in the proportion of spent (stage VI) females approximately 1-2 months later (Tripp et al. 2009). Movements of atretic females in the upper Missouri 65 River were similar to confirmed and potentially spawning females indicating that while failing to spawn, atretic females made similar spawning migrations. Similar patterns of movement between successfully spawning female and atretic female shovelnose sturgeon has been documented in a study in the Missouri River below Gavins Point Dam (Wildhaber et al. 2011). My results corroborate that observation of a migration alone is not sufficient evidence of successful spawning (Wildhaber et al. 2011). Female sturgeon can fail to spawn and undergo follicular atresia when the appropriate cues for spawning such as the presence of suitable habitat or mates are lacking (Auer 1996, 2004; Webb et al. 1999, 2001; Linares-Casenave et al. 2002; Wildhaber et al. 2011); the conditions that cause follicular atresia in shovelnose sturgeon in the upper Missouri River are unknown. Reproductively inactive females did not make extensive spawning migrations in the upper Missouri River. Reduced movements in reproductively inactive adult shovelnose sturgeon compared to spawners were also observed in the Missouri River below Gavins Point Dam (DeLonay et al. 2009). Shovelnose sturgeon had variable migration patterns during the spawning period, with some fish displaying no migration and others migrating upstream or downstream. The migrations observed in the upper Missouri River do not support the hypothesis that sturgeon species only make upstream migrations for spawning with downstream migrations associated only with feeding (Bemis and Kynard 1997). This is also in contrast to studies on the Missouri River below Gavins Point Dam that report gravid female shovelnose sturgeon that migrate downstream or do not migrate fail to spawn, with only females that migrate upstream spawning successfully (DeLonay et al. 2007, 66 2009). The distances travelled by confirmed spawning female shovelnose sturgeon in the upper Missouri River (mean, 141.39 km; SD, 85.78) were also less than in shovelnose sturgeon populations downstream (mean, 215.68 km; SD, 148.01; DeLonay et al. 2007). It is possible that these discrepancies are due to the fragmented habitat in the upper Missouri River. An estimated 310 km of contiguous, suitable habitat exists for shovelnose sturgeon upstream from Fort Peck Reservoir, in contrast to 1,300 km of unimpeded habitat available below Gavins Point Dam (DeLonay et al. 2007). Spawning shovelnose sturgeon in the upper Missouri River cannot make extensive upstream migrations without encountering naturally occurring unsuitable water temperatures and reduced turbidity; conversely, fish attempting to migrate downstream encounter the headwaters of Fort Peck Reservoir. Shovelnose sturgeon spawned at multiple locations throughout the upper Missouri River. Spawning at several locations over large patches of river has also been documented in shovelnose sturgeon populations downstream in the Missouri River (DeLonay et al. 2007; Delonay et al. 2009; Wildhaber et al. 2011). The highest densities of confirmed spawning females during suitable spawning conditions were from rkm 3,125 to rkm 3,200. Confirmed spawning female shovelnose sturgeon did not appear to use an approximately 50 km stretch of river between Coal Banks and Judith Landing. Confirmed spawning female shovelnose sturgeon made migrations through this section of river prior to suitable spawning conditions, but none remained there during suitable spawning conditions. Why confirmed spawning female shovelnose sturgeon avoided this area is unknown but a lack of spawning substrate can likely be ruled out, as the putative 67 spawning substrates of gravel and cobble are in abundance. A combination of habitat factors is likely responsible for the lack of spawning in this area. Shovelnose sturgeon larvae drift for 6 days post hatch (dph) and cover distances from 94 to 250 km (Braaten et al. 2008). Using the minimum estimate of shovelnose sturgeon larval drift distance, spawning would need to take place upstream of rkm 3,094 for larvae to avoid settling in the headwaters of Fort Peck Reservoir (rkm 3,000). In the two years examined, 95%, of confirmed spawning females had mean locations during suitable spawning conditions that were above this threshold. Not all confirmed spawning female shovelnose sturgeon had mean locations above the minimum larval drift distance threshold. However, it is likely that enough spawning is occurring upstream of this threshold to maintain recruitment of shovelnose sturgeon. This is the first study to quantify substrate distribution in the upper Missouri River and to assess substrate use versus availability of fish of known reproductive category during suitable spawning conditions. Shovelnose sturgeon have previously been reported to use sand and gravel substrates throughout the Mississippi and Missouri river systems (Becker et al. 1983; Carlson et al. 1985; Hurley et al. 1987; Curtis et al. 1997; Quist et al. 1999; Bramblett and White 2001; Gerrity et al. 2008; DeLonay et al. 2009); however, none of these studies took into account the sex or reproductive stage of fish. Shovelnose sturgeon are thought to spawn over hard substrate such as rock, particularly gravel (Keenlyne 1997), and other sturgeons spawn over gravel substrates (LaHaye et al. 1992; Paragamian et al. 2001, 2009; Manny and Kennedy 2002; Perrin et al. 2003). While all reproductive categories used gravel and fines at a greater proportion than 68 availability, at the scale of this study and with the sample sizes used it is difficult to make any inference as to substrate use of spawning shovelnose sturgeon, and more focused study would further our understanding of spawning substrate requirements. Recently, the hypothesis that discharge initiates spawning of shovelnose sturgeon has been under increased scrutiny. Currently, it is thought that reproductive maturation in shovelnose sturgeon is initiated many months prior to spawning with day length as the environmental cue, while spawning is initiated by the proximate cue of water temperature (DeLonay et al. 2009; Papoulias et al. 2011; Wildhaber et al. 2011). Scaphirhynchus spp. were observed successfully spawning in the Mississippi River in both low and high water years at suitable temperatures (Phelps et al. 2010), and multi-year studies on the lower Missouri River have shown no discharge associated differences in physiological measures of spawning readiness despite high variation in discharge between years and study sections (DeLonay et al. 2009; Papoulias et al. 2011). My results support the hypothesis that water temperature is a more likely proximate cue initiating spawning migrations in shovelnose sturgeon than discharge. In 2008, a higher peak discharge was achieved at a higher rate, and duration of high discharge was greater than in 2009. Despite the differences in discharge, in both years female shovelnose sturgeon exhibited similar movement rates and migrations while successfully spawning in the upper Missouri River. Movements of confirmed spawning females were highest when water temperatures were suitable for spawning regardless of discharge, indicating that temperature may be a more important factor in the initiation of shovelnose sturgeon spawning migrations. However, extended periods of high discharge have been shown to 69 result in protracted spawning and in turn a greater abundance of larval and age-0 Scaphirhynchus spp. (Goodman 2009; Phelps et al. 2010). How variations in discharge affect the recruitment of shovelnose sturgeon in the upper Missouri River is unknown and must be considered to effectively manage discharge for the benefit of shovelnose sturgeon populations. Acknowledgements The U.S. Bureau of Reclamation and PPL Montana provided funding and support for this research. I thank Robert Bramblett for manuscript reviews; Eli Cureton and Joel Van Eenennaam for training and assistance with histological analyses; Eli McCord, Mike Wente, Randy Rodencal, Ben Cox, Matt Jaeger, Michael Michelson, Nick Smith, Sue Camp, Steve Leathe, Mike Meeuwig, Ben Goodman, Boone Richards, Justin Spinelli, John Syslo, Peter Brown, Steven Ranney, and Mariah Talbott for their invaluable support and assistance in the field, lab, and office. The Montana Cooperative Fisheries Research Unit is jointly sponsored by the Montana Fish, Wildlife, and Parks, Montana State University, and the U. S. Geological Survey. 70 Tables Table 3.1. Sample size and tagging location of telemetered shovelnose sturgeon in the Missouri River above Fort Peck Reservoir 2008-2009. Location Coal Banks (rkm 3,267) Male Gravid female Reproductively inactive female Year 2008 2009 5 7 Judith Landing (rkm 3,193) Male Gravid female Reproductively inactive female 3 5 Fred Robinson Bridge (rkm 3,090) Male Gravid female Reproductively inactive female 1 10 9 3 10 4 11 1 71 Table 3.2. Minimum, maximum, and mean (SD) daily discharge, daily water temperature, and rates of change (ROC) for the Missouri River upstream of Fort Peck Reservoir for all hydrograph phases 2008-2009. See text for hydrograph phase definitions. Variable 3 Discharge (m /s) Discharge ROC (m3/s/d) Year Phase Minimum Maximum Mean (SD) 2008 Pre-suitable 145 839 259 (192) 2009 Suitable Post-suitable Pre-suitable Suitable Post-suitable 206 156 299 215 161 823 207 578 530 216 542 (200) 185 (12) 440 (78) 313 (66) 185 (14) Pre-suitable Suitable Post-suitable Pre-suitable Suitable Post-suitable -4 -65 -11 -15 -49 -18 165 45 11 39 36 18 26 (46) -10 (20) -1 (4) 8 (17) -7 (17) -1 (4) Pre-suitable Suitable Post-suitable Pre-suitable Suitable Post-suitable 10.26 11.33 20.88 6.58 13.54 17.88 17.59 23.25 24.12 18.39 23.67 25.37 13.28 (2.11) 18.21 (3.63) 22.50 (0.97) 13.46 (2.97) 19.54 (2.66) 21.32 (1.65) Pre-suitable Suitable Post-suitable Pre-suitable -2.20 -1.61 -1.34 -1.18 1.82 1.38 0.60 1.51 0.02 (0.96) 0.20 (0.63) -0.13 (0.55) 0.21 (0.63) Suitable Post-suitable -1.33 -1.68 1.22 1.01 0.15 (0.68) -0.09 (0.72) 2008 2009 Water temperature (° C) 2008 2009 Water temperature ROC (° C/d) 2008 2009 72 Table 3.3. Minimum, maximum, and mean ± 90% confidence interval (CI) net and total movement rates (km/d) for confirmed spawning female shovelnose sturgeon in the Missouri River upstream of Fort Peck Reservoir for all hydrograph phases 2008-2009. Positive net movement rates represent upstream movement, negative rates represent downstream movements. See text for hydrograph phase definitions. Variable Net movement rate Year 2008 2009 Pooled Total movement rate 2008 2009 Pooled Phase Minimum Maximum Mean ± 90% CI Pre-suitable Suitable Post-suitable Pre-suitable Suitable -2.88 -2.03 -1.12 -2.24 -2.38 1.37 1.63 2.16 0.25 1.16 -0.09 ± 0.70 0.02 ± 0.54 0.29 ± 0.47 -0.69 ± 0.45 0.09 ± 0.54 Post-suitable Pre-suitable Suitable Post-suitable Pre-suitable Suitable Post-suitable Pre-suitable Suitable Post-suitable -1.16 -2.88 -2.38 -1.16 0.05 0.34 0.06 0.22 0.85 0.09 1.64 1.37 1.63 2.16 2.88 2.10 2.16 3.04 4.43 2.28 0.44 ± 0.43 -0.40 ± 0.41 0.06 ± 0.37 0.37 ± 0.31 0.86 ± 0.50 1.29 ± 0.36 0.55 ± 0.38 1.18 ± 0.53 1.92 ± 0.58 0.92 ± 0.45 Pre-suitable 0.05 3.04 1.03 ± 0.36 Suitable 0.34 4.43 1.62 ± 0.36 Post-suitable 0.06 2.28 0.75 ± 0.30 73 Table 3.4. Minimum, maximum, and mean ± 90% confidence interval (CI) net and total movement rates (km/d) for reproductive categories of shovelnose sturgeon in the Missouri River upstream of Fort Peck Reservoir for all hydrograph phases in 2008. Positive net movement rates represent overall upstream movement, negative rates represent downstream movement. Reproductive categories include males, confirmed spawning females (CS), potentially spawning females (PS), and atretic females. See text for hydrograph phase definitions. Variable Category Net movement rate Male CS PS Atretic female Pooled Total movement rate Male CS PS Atretic female Pooled Phase Minimum Maximum Mean ± 90% CI Pre-suitable Suitable Post-suitable -4.69 -0.16 -0.32 1.63 1.64 1.86 -0.78 ± 0.97 0.39 ± 0.36 0.41 ± 0.37 Pre-suitable Suitable Post-suitable Pre-suitable Suitable Post-suitable Pre-suitable Suitable Post-suitable Pre-suitable Suitable Post-suitable -2.88 -2.03 -1.12 -2.35 -2.88 -0.50 -0.33 -0.11 -0.04 0.07 1.12 0.50 1.37 1.63 2.16 0.86 3.34 1.69 0.30 0.10 0.09 4.69 1.17 0.60 -0.09 ± 0.70 0.02 ± 0.54 0.29 ± 0.47 -0.42 ± 0.44 0.39 ± 1.01 0.29 ± 0.37 0.01 ± 0.30 0.01 ± 0.10 0.02 ± 0.10 -0.39 ± 0.37 0.25 ± 0.37 0.31 ± 0.21 Pre-suitable 0.07 4.69 1.44 ± 0.86 Suitable 0.05 2.94 1.17 ± 0.61 Post-suitable Pre-suitable 0.01 0.05 1.86 2.88 0.50 ± 0.33 0.86 ± 0.50 Suitable 0.34 2.10 1.29 ± 0.36 Post-suitable 0.06 2.16 0.55 ± 0.38 Pre-suitable 0.11 2.35 0.68 ± 0.33 Suitable 0.85 5.19 2.53 ± 0.79 Post-suitable 0.00 1.69 0.45 ± 0.31 Pre-suitable 0.07 0.36 0.26 ± 0.16 Suitable 0.07 1.64 1.00 ± 0.78 Post-suitable 0.04 0.09 0.06 ± 0.03 Pre-suitable 0.05 4.69 0.91 ± 0.32 Suitable 0.05 5.19 1.63 ± 0.37 Post-suitable 0.00 2.16 0.47 ± 0.18 74 Table 3.5. Minimum, maximum, and mean ± 90% confidence interval (CI) net and total movement rates (km/d) for reproductive categories of shovelnose sturgeon in the Missouri River upstream of Fort Peck Reservoir for all hydrograph phases in 2009. Positive net movement rates represent overall upstream movement, negative rates represent downstream movement. Reproductive categories include males, confirmed spawning females (CS), potentially spawning females (PS), atretic females, and reproductively inactive females (RI). See text for hydrograph phase definitions. Variable Category Net movement rate Male CS PS Atretic female Pooled Total movement rate Male CS PS Atretic female Pooled Phase Minimum Maximum Mean ± 90% CI Pre-suitable Suitable Post-suitable -4.69 -0.16 -0.32 1.63 1.64 1.86 -0.78 ± 0.97 0.39 ± 0.36 0.41 ± 0.37 Pre-suitable Suitable Post-suitable Pre-suitable Suitable Post-suitable Pre-suitable Suitable Post-suitable Pre-suitable Suitable Post-suitable -2.88 -2.03 -1.12 -2.35 -2.88 -0.50 -0.33 -0.11 -0.04 0.07 1.12 0.50 1.37 1.63 2.16 0.86 3.34 1.69 0.30 0.10 0.09 4.69 1.17 0.60 -0.09 ± 0.70 0.02 ± 0.54 0.29 ± 0.47 -0.42 ± 0.44 0.39 ± 1.01 0.29 ± 0.37 0.01 ± 0.30 0.01 ± 0.10 0.02 ± 0.10 -0.39 ± 0.37 0.25 ± 0.37 0.31 ± 0.21 Pre-suitable 0.07 4.69 1.44 ± 0.86 Suitable 0.05 2.94 1.17 ± 0.61 Post-suitable Pre-suitable 0.01 0.05 1.86 2.88 0.50 ± 0.33 0.86 ± 0.50 Suitable 0.34 2.10 1.29 ± 0.36 Post-suitable 0.06 2.16 0.55 ± 0.38 Pre-suitable 0.11 2.35 0.68 ± 0.33 Suitable 0.85 5.19 2.53 ± 0.79 Post-suitable 0.00 1.69 0.45 ± 0.31 Pre-suitable 0.07 0.36 0.26 ± 0.16 Suitable 0.07 1.64 1.00 ± 0.78 Post-suitable 0.04 0.09 0.06 ± 0.03 Pre-suitable 0.05 4.69 0.91 ± 0.32 Suitable 0.05 5.19 1.63 ± 0.37 Post-suitable 0.00 2.16 0.47 ± 0.18 75 Table 3.6. Likelihood chi-square statistics for overall selection of substrate types by shovelnose sturgeon reproductive category in the Missouri River above Fort Peck Reservoir during the suitable spawning phase in 2009 (α = 0.1). Reproductive categories include males, confirmed spawning females (CS), potentially spawning females (PS), atretic females, and reproductively inactive females (RI); substrate types include cobble, gravel, and fines. Reproductive category Males CS PS Atretic females RI χ2 29.20 38.21 96.83 18.88 58.69 df 18 20 34 6 34 P 0.05 0.008 Ë‚ 0.001 0.004 0.005 76 Figures Figure 3.1. Map of Missouri and Marias rivers in Montana, with study area in detail. 77 900 Pre-suitable Suitable spawning 30 Post-suitable 800 25 700 600 20 500 15 10 200 3 Mean daily discharge (m /s) 300 5 100 2008 0 May 0 Jun Jul Aug Sep Temperature Discharge Average discharge 900 Pre-suitable Suitable spawning Post-suitable 30 800 25 700 600 20 Mean daily water temperature (°C) 400 500 15 400 300 10 200 5 100 2009 0 May 0 Jun Jul Aug Sep Month Figure 3.2. Hydrograph phases for the Missouri River upstream of Fort Peck Reservoir, 2008 and 2009 as defined by discharge and water temperature relative to shovelnose sturgeon putative reproductive life history. Average discharge represents the mean daily discharge averaged over 1935-2005. Hydrograph phases include pre-suitable, suitable, and post-suitable spawning conditions (see text for hydrograph phase definitions). 78 2.0 1.5 1.0 -1.5 20 mean w 18 200 16 14 ater tem perature 12 ( oC) 100 Week 22 Weekly ly mea 300 -2.0 harge -1.0 n disc -0.5 Weekly mean n 800 700 600 500 400 0.0 (m 3/s) 0.5 e ment t move /d) rate (km 2008 2009 Figure 3.3. Weekly mean net movement rates of confirmed spawning female shovelnose sturgeon in the Missouri River upstream of Fort Peck Reservoir 2008-2009 as a function of weekly mean discharge and water temperature. Net movement rates above zero indicate overall upstream movement, while rates below zero indicate overall downstream movement. 79 4.0 3.5 2.5 800 700 1.5 600 400 0.5 0.0 22 200 20 Weekly mean 18 16 water temperat 14 12 100 Weekly 300 mean d 500 1.0 ischarg 2.0 e (m 3/s ) 3.0 m n total move Weekly mea ent rate (km/d ) 2008 2009 ure ( oC) Figure 3.4. Weekly mean total movement rates of confirmed spawning female shovelnose sturgeon in the Missouri River upstream of Fort Peck Reservoir 2008-2009 as a function of weekly mean discharge and water temperature. 80 Pre-suitable Suitable spawning Post-suitable Pre-suitable Suitable spawning Post-suitable 30 900 4 800 25 3 700 2 20 600 1 500 0 15 400 10 Net movement rate (km/d) -2 -3 5 -4 -5 May Male Jun Jul Aug CS Sep May Jun Jul Aug 0 Sep Temperature Discharge 5 30 4 25 3 2 20 1 300 200 100 0 900 800 700 600 500 0 15 400 -1 10 -2 300 200 -3 5 100 -4 -5 May Mean daily water temperature (°C) -1 Mean daily discharge (m3/s) 5 PS Jun Jul Aug Atretic Sep May Jun Jul Aug 0 0 Sep Month Figure 3.5. Mean net movement rates for male, confirmed spawning female (CS), potentially spawning female (PS), and atretic female shovelnose sturgeon by hydrograph phase in 2008. Symbols represent weekly mean net movement rates and error bars represent 90% confidence intervals. Values greater than zero indicate movement upstream, while values less than zero represent movement downstream. 81 9 Pre-suitable Suitable spawning Post-suitable Pre-suitable Suitable spawning 30 Post-suitable 900 8 800 25 7 700 6 20 600 5 500 15 10 Male 2 CS 5 1 0 May 0 Jun Jul Aug Sep May Jun Jul Aug Sep Temperature Discharge 9 30 8 25 7 6 20 5 300 200 100 0 900 800 Mean daily discharge (m3/s) 400 3 Mean daily water temperature (°C) Total movement rate (km/d) 4 700 600 500 15 4 400 3 10 PS 2 Atretic 300 200 5 1 100 0 May 0 Jun Jul Aug Sep May Jun Jul Aug 0 Sep Month Figure 3.6. Mean total movement rates for male, confirmed spawning female (CS), potentially spawning female (PS), and atretic female shovelnose sturgeon by hydrograph phase in 2008. Symbols represent weekly mean total movement rates and error bars represent 90% confidence intervals. 82 Pre-suitable Suitable spawning Post-suitable Pre-suitable Suitable spawning Post-suitable 30 900 4 800 25 3 700 2 20 600 1 500 0 15 10 -2 -3 5 -4 -5 May Male Jun Jul Aug CS Sep May Jun Jul Aug Sep 5 Net movement rate (km/d) 0 30 4 25 3 2 20 1 Mean daily water temperature (°C) 400 -1 200 100 0 900 800 700 600 500 0 15 400 -1 10 -2 300 200 -3 5 100 -4 -5 May 300 Mean daily discharge (m3/s) 5 PS Jun Jul Aug Atretic Sep May Jun Jul Aug 0 0 Sep 30 4 25 3 2 20 1 0 15 -1 10 -2 -3 5 -4 -5 May RI Jun Jul Aug 0 900 800 700 600 500 400 300 200 100 Mean daily discharge (m3/s) 5 Mean daily water temperature (°C) Month Temperature Discharge 0 Sep Month Figure 3.7. Mean net movement rates for male, confirmed spawning female (CS), potentially spawning female (PS), atretic female, and reproductively inactive female (RI) shovelnose sturgeon by hydrograph phase in 2009. Symbols represent weekly mean net movement rates and error bars represent 90% confidence intervals. Values greater than zero indicate movement upstream, while values less than zero represent movement downstream. 83 7 Pre-suitable Suitable spawning Post-suitable Pre-suitable Suitable spawning Post-suitable 30 900 800 6 25 700 5 20 600 4 500 15 CS Total movement rate (km/d) 2 10 1 5 0 May 0 Jun Jul Aug Sep May Jun Jul Aug Sep 7 30 6 25 5 20 4 300 200 100 0 900 800 700 Mean daily discharge (m3/s) Male Mean daily water temperature (°C) 400 3 600 500 15 400 3 PS Atretic 2 10 300 200 5 1 0 May 100 0 Jun Jul Aug Sep May Jun Jul Aug 0 Sep 30 6 25 5 20 4 15 3 RI 2 10 1 5 0 May 0 Jun Jul Aug 900 800 700 600 500 400 300 200 100 Mean daily discharge (m3/s) 7 Mean daily water temperature (°C) Month Temperature Discharge 0 Sep Month Figure 3.8. Mean total movement rates for male, confirmed spawning female (CS), potentially spawning female (PS), atretic female, and reproductively inactive female (RI) shovelnose sturgeon by hydrograph phase in 2009. Symbols represent weekly mean total movement rates and error bars represent 90% confidence intervals. 84 3350 Pre-suitable Suitable spawning Post-suitable Pre-suitable Suitable spawning Post-suitable 3300 3250 3200 3150 River kilometer 3100 Male 3050 May Jun Jul Aug CS Sep May Jun Jul Aug Sep 3350 3300 3250 3200 3150 3100 PS 3050 May Jun Jul Aug Atretic Sep May Jun Jul Aug Sep Month Figure 3.9. Movement patterns of male, confirmed spawning female (CS), potentially spawning female (PS), and atretic female shovelnose sturgeon in the Missouri River above Fort Peck Reservoir, 2008. River kilometer designates distance upstream from the confluence with the Mississippi River (rkm 0). In all panels, dotted lines represent fish initially captured at Coal Banks (rkm 3,267), solid lines represent fish initially captured at Judith Landing (rkm 3,193), and dashed lines represent fish initially captured at Fred Robinson Bridge (rkm 3,090). 85 3350 Pre-suitable Suitable spawning Post-suitable Pre-suitable Suitable spawning Post-suitable 3300 3250 3200 3150 3100 Male 3050 CS 3350 River kilometer 3300 3250 3200 3150 3100 PS 3050 Atretic May Jun Jul Aug Sep Month 3350 3300 3250 3200 3150 3100 3050 May RI Jun Jul Aug Sep Month Figure 3.10. Movement patterns of male, confirmed spawning female (CS), potentially spawning female (PS), atretic, and reproductively inactive female (RI) shovelnose sturgeon in the Missouri River above Fort Peck Reservoir, 2009. River kilometer designates distance upstream from the confluence with the Mississippi River (rkm 0). In all panels, dotted lines represent fish initially captured at Coal Banks (rkm 3,267), solid lines represent fish initially captured at Judith Landing (rkm 3,193), and dashed lines represent fish initially captured at Fred Robinson Bridge (rkm 3,090). 86 3350 Coal Banks Judith Landing Fred Robinson Bridge River kilometer 3300 3250 3200 3150 3100 2008 2009 3050 766 767 782 842 843 977 981 982 990 999 9111 9114 9116 9117 9120 9122 9123 9124 9125 Confirmed spawning female shovelnose sturgeon Figure 3.11. Mean river kilometer of confirmed spawning female shovelnose sturgeon during suitable spawning conditions in the Missouri river above Fort Peck reservoir, 2008 and 2009. Error bars represent 90% confidence intervals and in both panels triangles represent fish initially captured at Coal Banks (rkm 3,267), squares represent fish initially captured at Judith Landing (rkm 3,193), and circles represent fish initially captured at Fred Robinson bridge (rkm 3,090). River kilometer designates distance upstream from the confluence with the Mississippi River (rkm 0). 87 FRB Judith Landing Coal Banks 100 Percent 80 60 Cobble Gravel Fines/sand 40 20 0 3060 3100 3140 3180 3220 3260 3300 3340 River Kilometer Figure 3.12. Distribution of substrate types in the Missouri River upstream of Fort Peck Reservoir, 2009, as estimated from 558 randomly chosen points. Vertical lines indicate locations of Fred Robinson Bridge (FRB), Judith Landing, and Coal Banks. River kilometer designates distance upstream from the confluence with the Mississippi River (rkm 0). 88 100 Male CS PS Atretic RI Availability Percent locations 80 60 40 20 0 Cobble Gravel Fines Substrate Figure 3.13. Substrate use by shovelnose sturgeon reproductive category versus availability in the Missouri River upstream of Fort Peck Reservoir during the suitable spawning phase, 2009. Substrate availability was estimated from 558 randomly chosen points; error bars represent 90% confidence intervals. 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Holan, G. M. Davis, D. W. Gladish, A. J. DeLonay, D. M. Papoulias, and D. K Sommerhauser. 2011. Evaluating spawning migration patterns and predicting spawning success of shovelnose sturgeon in the lower Missouri River. Journal of Applied Ichthyology 27:301-308. Winter, J. D. 1996. Advances in underwater biotelemetry. Pages 550-590 in B. R. Murphy and D. W. Willis, editors. Fisheries techniques 2 nd edition. American Fisheries Society, Bethesda, Maryland. 96 CHAPTER FOUR CONCLUSIONS The goal of this thesis was to investigate the effects of variations in spring discharge on movements of Scaphirhynchus spp. in the upper Missouri River. A secondary goal was to provide information on the distribution of Scaphirhynchus spp. locations relative to larval drift distance. In chapter two I compared movements of Scaphirhynchus spp. among four years with hydrographs representing a range of conditions from below average to above average discharge, with varying discharge rates of change, and differing timing and duration of peak discharge. In addition, I compared movement patterns and distributions of Scaphirhynchus spp. locations in the upper Missouri River. I rejected the hypotheses that movements of Scaphirhynchus spp. would be greater in a year with higher discharge, the highest movement rates would be coincident to rising discharge, and that movements would be upstream. I failed to reject the hypothesis that adult pallid sturgeon would move farther than juvenile pallid sturgeon and shovelnose sturgeon. In chapter three I compared movements of spawning shovelnose sturgeon between years with differing spring hydrographs, compared movements among different reproductive categories, documented potential spawning locations of female shovelnose sturgeon relative to larval drift distance, and documented substrate distribution and availability in the upper Missouri River and assessed use relative to reproductive category. I rejected the hypotheses that shovelnose sturgeon would make upstream migrations to spawn and that movement of spawning fish would be 97 greater in a year with higher discharge. I failed to reject the hypothesis that spawning fish would have greater movements than reproductively inactive fish. Below, I discuss major findings while integrating chapters two and three, and discuss implications for river management relative to Scaphirhynchus spp. ecology. Rising spring discharge has been hypothesized to be a cue initiating spring migrations in Scaphirhynchus spp. (Becker 1983; Keenlyne and Jenkins 1993; Goodman 2009; Tripp et al. 2009). The lack of sufficient discharge to initiate spawning migrations has been proposed as a factor limiting Scaphirhynchus spp. spawning success in the Missouri River and has guided management actions towards increasing spring discharge (USFWS 2000, 2003). However, the results of this study provide evidence against the hypothesis that increased discharge is a proximate cue initiating spring migrations. Scaphirhynchus spp. did not exhibit differential movement rates in 2006 through 2009, despite four differing hydrographs representing a range of conditions from below average to above average discharge, with varying discharge rates of change, and differing timing and duration of peak discharge. Additionally, despite the annual differences in discharge peak, rate of change, and duration, in 2008 and 2009 female shovelnose sturgeon exhibited similar movement rates and migrations while successfully spawning in the upper Missouri River. Similar results were observed in shovelnose sturgeon in the Kansas River wherein movements were not related to discharge (Quist et al. 1999), and in the Mississippi River where Scaphirhynchus spp. were observed spawning in high and low water years (Phelps et al. 2010). Multi-year studies on the lower Missouri River have also shown no discharge associated differences in physiological measures of 98 spawning readiness despite high variation in discharge between years and study sections (DeLonay et al. 2009; Papoulias et al. 2011). Rather than discharge, it has been hypothesized that reproductive maturation in Scaphirhynchus spp. is initiated many months prior to spawning with day length as the environmental cue, while spawning is initiated by the proximate cue of water temperature (DeLonay et al. 2009; Papoulias et al. 2011; Wildhaber et al. 2011). Movement rates of confirmed spawning female shovelnose sturgeon in the upper Missouri River in 2008 and 2009 were higher when water temperatures were suitable for spawning, regardless of discharge; thus, providing support for the hypothesis that water temperature is a more likely proximate cue initiating spawning migrations in Scaphirhynchus spp. In chapter three, when sex and reproductive stage of shovelnose sturgeon were known, movement rates were significantly highest during the suitable spawning period which was defined as the descending limb of the hydrograph when water temperature was within the ranges suitable for spawning. However, in chapter two, where sex and reproductive stage of shovelnose sturgeon were unknown, no differences were found in movement rates among the ascending limb, descending limb, or post-descending limb. The lack of a significant difference in movement rates when sex and reproductive stage likely occurs when highly variable telemetry data obtained from fish of varying reproductive categories are pooled. When sex and reproductive stage were known, movement rates of reproductively inactive female shovelnose sturgeon were significantly lower, as reproductively inactive females failed to undertake the extensive migrations seen in males, potentially spawning females, and confirmed spawning females. This was 99 also documented in the Missouri River below Gains Point Dam, where reproductively inactive adult shovelnose sturgeon had reduced movements compared to spawning fish (DeLonay et al. 2009). Pooling data from reproductively inactive females with data from other reproductive categories would likely affect results and potentially lead to incorrect inferences. This indicates the need for identification of sex and reproductive stage of study subjects when conducting telemetry studies. Sturgeon are hypothesized to move upstream as spring discharge rises (Hall et al. 1991; Bemis and Kynard 1997; Wilson and Mckinley 2004); however, the patterns of movement observed in the upper Missouri River do not support this hypothesis. Scaphirhynchus spp. were observed moving upstream, moving downstream, and not moving. When sex and reproductive stage of fish were known, female shovelnose sturgeon were observed making spawning migrations upstream and downstream as well as not migrating, yet still spawning successfully. Studies on the Missouri River below Gavins Point Dam report gravid female shovelnose sturgeon that migrate downstream or do not migrate fail to spawn, with only females that migrate upstream spawning successfully (DeLonay et al. 2007, 2009). Why all shovelnose sturgeon did not migrate upstream to spawn in the upper Missouri River is unknown. However, fish resident to the furthest upstream extant of suitable shovelnose sturgeon habitat near Coal Banks cannot make upstream migrations without encountering unsuitable conditions; conversely, fish resident to the area near Fred Robinson Bridge cannot make extensive migrations downstream without encountering the headwaters of Fort Peck Reservoir. 100 Shovelnose sturgeon locations were distributed farther upstream than juvenile pallid sturgeon or adult pallid sturgeon locations. White sturgeon populations in fragmented river sections terminating in reservoirs have reduced recruitment (Jager 2002), and the extended larval drift in pallid sturgeon may me a mechanism contributing to the lack of recruitment in the upper Missouri River (Braaten et al. 2008). Pallid sturgeon larvae may drift for 245 to 530 km and shovelnose sturgeon larvae may drift for 94 to 250 km depending on discharge (Braaten et al. 2008). This may be critical for pallid sturgeon recruitment because the majority of locations in the four years of this study were in the 75 km directly upstream of the Fort Peck Reservoir headwaters, and the farthest upstream location was only 250 km above the headwaters, which is the approximate minimum drift distance required for larval pallid sturgeon. Conversely, shovelnose sturgeon locations were distributed approximately 350 km upstream of the headwaters, and when sex and reproductive stage were known, 95% of confirmed spawning female shovelnose sturgeon had mean locations during suitable spawning conditions that were above the minimum larval shovelnose sturgeon drift threshold. Not all confirmed spawning female shovelnose sturgeon had mean locations above the minimum larval drift distance threshold; however, it is likely that enough spawning is occurring upstream of this threshold to maintain recruitment of shovelnose sturgeon, while the extended larval drift observed in pallid sturgeon may be contributing to the lack of recruitment observed in the upper Missouri River. The distribution of substrate in the upper Missouri River may partially explain the different distributions of pallid sturgeon and shovelnose sturgeon locations. In the lower 101 Yellowstone River and the Missouri River above Lake Sakakawea, pallid sturgeon used areas of fines and sand substrate more than areas of gravel or cobble substrate, while shovelnose sturgeon were found most often in areas of cobble and gravel substrate (Bramblett and White 2001). Juvenile pallid sturgeon in the upper Missouri River were also found predominantly in areas with silt and sand substrate, with shovelnose sturgeon using gravel and cobble substrate to a greater extent than juvenile pallid sturgeon (Gerrity et al. 2008). In the upper Missouri River, cobble is the predominant substrate from rkm 3,340, upstream of Coal Banks, to rkm 3,130, slightly upstream of Fred Robinson Bridge, while the predominant substrate below Fred Robinson Bridge is fines and sand. The majority of pallid sturgeon locations in the four years of the study were in the area dominated by fines and sand below rkm 3,130, while shovelnose sturgeon locations were distributed across the study area. My findings have implications for river management and indicate the need for further research on Scaphirhynchus spp. in the upper Missouri River. Unlike other populations, shovelnose sturgeon in the upper Missouri River were observed making downstream migrations or not migrating while successfully spawning. This is possibly due to the constrained habitat in the upper Missouri River, which is bounded upstream by a naturally occurring unsuitable water temperature and turbidity gradient and downstream by Fort Peck Reservoir. Scaphirhynchus spp. in the upper Mississippi River, the upper Missouri River, and the Yellowstone and Missouri rivers above Lake Sakakawea generally avoided impounded areas (Curtis et al. 1997; Bramblett and White 2001; Gerrity et al. 2008). Manipulation of the Fort Peck Reservoir operational pool level can 102 determine the amount of lotic habitat available for Scaphirhynchus spp. in the upper Missouri River (Gerrity et al. 2008). Reservoir operational pool level may also have implications for the length of free-flowing river available for larval drift. The majority of pallid sturgeon locations in the upper Missouri River were in the area below rkm 3,130 where sand is the predominant substrate type. Maintaining a reservoir pool level less than full pool increases the amount of Scaphirhynchus spp. habitat available and the length of river available for larval drift. For example, Fort Peck Reservoir operational pool levels in 2004 made available and additional 60 km of lotic habitat that is inundated when the reservoir is at full operational pool level (Gerrity et al. 2008). Rising spring discharge is hypothesized to cue spawning migrations in Scaphirhynchus spp. (Becker 1983; Keenlyne and Jenkins 1993; USFWS 2003; Goodman 2009; Tripp et al. 2009). However, despite many studies investigators have failed to find a link between discharge and spawning in Scaphirhynchus spp. (Papoulias et al. 2011). Multi-year studies on the lower Missouri River have shown no discharge associated differences in physiological measures of spawning readiness despite high variations in discharge (DeLonay et al. 2009; Papoulias 2011), and it has been hypothesized that water temperature is a more likely proximate spawning cue. My findings provide further evidence that water temperature is a more likely proximate cue than discharge in initiating spawning migrations of Scaphirhynchus spp. Movements of Scaphirhynchus spp. did not differ among years despite variation in hydrographs, and movement rates of confirmed spawning female shovelnose sturgeon peaked when water temperatures were between 18 and 22 °C regardless of discharge. Thus, rather than 103 managing rivers for high spring discharge (USFWS 2000; 2003), it may be more important to provide discharge such that water temperatures are suitable for spawning. Although discharge did not affect movements in the upper Missouri River, prolonged discharge has resulted in protracted spawning and a greater abundance of larval and age-0 Scaphirhynchus spp. (Goodman 2009; Phelps et al. 2010). Thus, discharge may be an important factor in determining Scaphirhynchus spp. recruitment. 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Gladish, A. J. DeLonay, D. M. Papoulias, and D. K Sommerhauser. 2011. Evaluating spawning migration patterns and predicting spawning success of shovelnose sturgeon in the lower Missouri River. Journal of Applied Ichthyology 27:301-308. Wilson, J. A., and R. S. McKinley. 2004. Distribution, habitat, and movements. Pages 40-72 in G. T. O. LeBreton, F. W. Beamish, and R. S. McKinley, editors. Sturgeons and paddlefish of North America. Kluwer Academic Publishers, Dordrecht, The Netherlands. Winter, J. D. 1996. Advances in underwater biotelemetry. Pages 550-590 in B. R. Murphy and D. W. Willis, editors. Fisheries techniques 2 nd edition. American Fisheries Society, Bethesda, Maryland. 115 APPENDIX A SHOVELNOSE STURGEON REPRODUCTIVE PHYSIOLOGY DATA 116 Table A.1. Mean polarization index (PI) ± SD for female shovelnose sturgeon at initial capture, and hormone levels and weights of male and female shovelnose sturgeon at the beginning and end of the spring migration in the upper Missouri River, 2008-2009. Samples at non-detectable levels (< 0.625 ng ml-1) are indicated by ND; values in parentheses represent the percent change in hormone levels and weight between capture and recapture date. Recapture date PI ± SD 8/13 7/31 8/6 8/13 8/13 Estradiol (ng ml-1) Capture Recapture Weight (kg) Capture Recapture 2.94 17.09 220.89 10.84 6.53 4.47 37.56 37.19 70.47 16.49 ND ND ND ND ND ND ND ND ND ND 2.04 1.86 2.72 2.04 3.67 1.96 (-4) 1.91 (3) 2.58 (-5) 2.12 (4) 3.58 (-2) 8/6 7/29 7/29 8/24 8/19 8/6 0.16 ± 0.02 0.19 ± 0.03 0.21 ± 0.04 0.19 ± 0.03 0.21 ± 0.02 0.28 ± 0.02 20.30 26.38 24.11 28.80 25.37 21.83 0.92 (-95) 11.56 (-56) 0.94 (-96) 1.79 (-94) 0.65 (-97) 12.99 (-40) 2.81 4.53 3.70 15.89 2.57 4.82 ND (-99) ND (-99) ND (-99) ND (-99) ND (-99) ND (-99) 2.12 1.84 (-13) 2.88 2.15 2.65 3.93 2.74 (-5) 1.88 (-13) 2.17 (-18) 3.92 (-1) 7/30 7/30 7/29 7/31 7/30 8/6 8/7 7/6 8/7 0.16 ± 0.02 0.16 ± 0.02 0.25 ± 0.03 0.22 ± 0.03 0.18 ± 0.03 0.16 ± 0.01 0.18 ± 0.02 0.17 ± 0.03 0.16 ± 0.02 12.07 0.52 (-96) ND ND (-99) ND (-99) 0.30 (-99) 1.43 (-96) ND (-99) 2.62 (-92) 0.69 (-98) 2.43 ND (-99) ND ND (-99) ND (-99) ND (-99) ND (-99) ND (-99) ND (-99) ND (-99) 2.04 2.55 2.13 2.85 1.78 (-13) 2.06 (-19) 1.81 (-15) 2.21 (-22) 2.31 2.54 2.63 3.35 1.93 (-16) 2.31 (-9) 2.22 (-16) 2.97 (-11) 11.71 44.65 43.03 36.35 23.09 31.07 27.99 3.47 6.82 3.47 8.19 7.42 7.80 1.45 121 Fish ID Capture date Males 835 5/7 971 5/15 975 5/15 976 5/7 980 4/26 Atretic females 779 4/29 978 4/29 995 5/14 998 4/14 9108 4/20 9121 4/17 Confirmed spawning females 766 4/29 767 4/29 782 4/29 842 4/23 843 5/14 977 4/26 981 4/26 999 4/14 9111 4/20 Testosterone (ng ml-1) Capture Recapture 117 9114 9116 9117 9120 9122 9123 9124 9125 4/13 4/16 4/16 4/17 4/17 4/17 4/21 4/21 8/17 8/18 8/19 8/20 7/30 8/21 8/3 8/8 0.13 ± 0.02 0.14 ± 0.02 0.16 ± 0.02 0.20 ± 0.02 0.16 ± 0.02 0.14 ± 0.02 0.18 ± 0.02 0.18 ± 0.02 25.96 37.39 38.68 25.73 20.78 45.68 40.70 47.57 2.92 (-89) 5.94 (-84) 5.69 (-85) 1.91 (-93) 0.80 (-96) 2.04 (-96) 1.19 (-97) 0.28 (-99) 4.55 5.89 7.00 10.21 12.51 3.71 3.02 9.04 ND (-99) ND (-99) ND (-99) ND (-99) ND (-99) ND (-99) ND (-99) ND (-99) 2.54 3.59 2.54 3.63 2.81 3.15 3.25 2.22 (-13) 3.37 (-6) 2.32 (-9) 3.18 (-12) 2.67 2.47 (-12) 2.87 (-9) 2.57 (-21) 122