PASEO: PAN-AMERICAN SENSORS for ENVIRONMENTAL OBSERVATORIES – AN INTERDISCIPLINARY PASI PROJECT DESCRIPTION 1. Introduction: Environmental Sensor Systems Distributed, embedded environmental sensor systems are enabling scientists and engineers to observe environmental systems with previously unattainable spatiotemporal resolution (Est04, SEO04, Por05 Gol07, Mau07, Mon07). The vision of sensors coupled with "smart" networking, and integrated with modeling and visualization tools by an overarching cyberinfrastructure is currently being implemented in environmental observatory designs that will transform the way we undertake investigations (see WATERS Network, NEON, IOOS, GLEON, and other observatory initiatives). As this vision is realized, the next generation of ecologists, earth systems scientists and environmental engineers will not simply be exposed to higher resolution data, but empowered by computational thinking with respect to the capacity to analyze, visualize and model observations in real-time. The two-fold motivation for this PASI effort is that (1) this vision can only be realized via close collaboration between those who develop sensors system technology and those who deploy the technology, and (2) such collaboration needs to be more globally oriented to provide the needed understanding of the interrelations between human activities, global health and biodiversity, and sustainability. The proposed Pan-American Advanced Studies Institute (PASI) is referred to as the PanAmerican Sensors for Environmental Observatories (PASEO) Institute, which is the same name as an NSF planning workshop convened in June 2007 (https://eng.ucmerced.edu/paseo/). That workshop was conceived as a means to open discussion on Pan-American collaboration on environmental observatory science and the technology to enable it. The goal of the participants was to identify common science questions and technology needs, and to develop strategies for promoting collaborative research and training in this domain. 1.1 Goals and Anticipated Outcomes. The goal of this PASI is to deliver an interdisciplinary collaborative training experience to investigators less familiar with sensor system technology and its application to environmental observational science. For the reasons expressed in the following sections, it is critical that the training experience encompass both technology developers and users in the context of non-trivial sensor system deployment test beds. In this PASI, we anticipate engaging about 40 students with backgrounds ranging from lab-on-achip sensor development to field exploration in limnology. We will strive to facilitate group learning by directing the students through a series of hands-on experiences in which different subsets of the group are more expert than the others. Some of the immediate outcomes of the student body makeup and these exercises are: Students gain a basic understanding of sensor system principles ranging from transducer development to deployment and networking in complex environmental systems to data interpretation and modeling The emergence of collaborative research efforts along interdisciplinary boundaries such as sensor development, sensor field-testing, and sensor deployment-observatory science. 1 1.2 Need for International, Interdisciplinary Sensor System Collaboration. The goal of this PASI is to implement training which will promote international collaborative research in both technology development and environmental research domains applying sensor systems. Solving environmental problems of global importance will require information based on global environmental observatories developed through genuine international collaboration. Such networks will: Provide information in the context of international decision-making and policy development in the areas of resource management and biological conservation Train the next generation of boundary-free environmental and ecological technologydevelopers, scientists, and engineers International coordination of environmental observatory efforts has been relatively strong in the area of oceans, which is by nature an international field. However, coordination in observatory development in terrestrial and freshwater settings has been less natural, perhaps due to the tendency to observe these systems in the context of local to regional scales associated with watersheds, ecosystems, and resource management boundaries. The PASEO short course was conceived as a venue for exploring the potential benefits of comparative investigations of terrestrial, freshwater, and coastal systems across international boundaries. 2. PASEO Organizing Committee and Lecturers The PASEO PASI organizing committee was selected to give appropriate representation across disciplines and internationally, and includes the following individuals: (1) Thomas Harmon, PI, Professor, University of California, Merced – Dr. Harmon organized the 2007 PASEO workshop organizer from the U.S. side, and is a co-PI in the NSF Science & Technology Center called the Center for Embedded Networked Sensing (CENS). In CENS, he leads the contaminant transport observation and management research thrust area. His research is in the general domain of environmental systems, and extends from chemical sensor development to observational deployments and modeling of soil, groundwater, and aquatic systems. (2) M. Cintia Piccolo, Professor and Director, Instituto Argentino de Oceanografia (IADO), Bahía Blanca, Argentina – Dr. Piccolo hosted and participated in the 2007 PASEO workshop at IADO. Her research involves a combination of embedded and remote sensing techniques aimed at describing water quality in coastal estuaries and a network of saline lakes in central Argentina. (3) William Kaiser, Professor, University of California, Los Angeles – Dr. Kaiser, a leading developer of sensor system hardware and software, was a participant in the PASEO 2007 Workshop. His group is currently engaged in the development of the SensorKit (a highly interoperable end-to-end sensor interfacing, data acquisition, and date storage system). (4) Mario R. Gongora Rubio, Professor, Instituto de Pesquisas Tecnológicas do Estado de São Paulo (IPT), São Paulo, Brazil – Dr. Gongora Rubio conducts research at the IPT Microtechnology Lab. He participated in the PASEO 2007 Workshop, leading the breakout group on emerging microfabrication techniques and their application to the development of key water aquatic sensors. 2 (5) Kathleen Weathers, Ecologist, Cary Institute of Ecosystems Studies, Millbrook, NY. Dr. Weathers works is an ecologist at the Cary Institute, and also a member of the Global Lakes Ecological Observatory Network (GLEON.org). Each of the organizers will also participate as PASEO lecturers. Additional lecturers committed to participating (see attached letters of support) are listed below: (6) Gerardo Perillo, Professor and Vice-Director, Instituto Argentino de Oceanografia (IADO), Bahía Blanca, Argentina – Dr. Gerardo co-organized and participated in the 2007 PASEO Workshop at IADO. His research includes the ecohydrology and geomorphology of coastal estuaries and a salt marshes, and the development of observational technology in support of this research. (7) James Bonner, Professor and Director, Center for the Environment, Clarkson University - Dr. Bonner participated in the 2007 workshop and is active in the planning and test bedding of the WATERS Network. His primary research interests are in the field of coastal processes and coastal observations. (8) Eric Graham, Research Scientist, Center for Embedded Networked Sensing (CENS) Dr. Graham is a field biologists who has been working on CENS terrestrial sensor system deployments associated with soil respiration observations with chemical sensors, and using imagers as sensors in the contest of plant phenology. (9) Jeffrey Goldman, Director of Program Development, Center for Embedded Networked Sensing (CENS) – Dr. Goldman organized and coordinated the CENS Summer Course: Sensing Technology for the Soil Environment, the course upon which the terrestrial sessions of the proposed short course will be modeled. Prior to joining CENS, he served as NEON’s first project manager, guiding the formation of the Project Office and the formal stages of Observatory design. (10) Daniel Lupi, Director of Research and Development Center for Telecommunication, Electronics and Informatics, Instituto Nacional de Tecnología Industrial (INTI) – Dr. Lupi was a co-organizer and participant in the 2007 PASEO Workshop, and will be providing input and expertise with respect to the proposed sensor design and microfabrication content sessions. (11) Phil Rundel, Distinguished Professor, Department of Ecology and Evolutionary Biology, UCLA – Dr. Rundel is active in the CENS terrestrial ecology group and also collaborates on scientific aspects of the NEON initiative. He is also currently engaged collaboratively with the Chilean Institute of Ecology & Biodiversity (IEB), which has recently received a large award as a Center of Excellence for Science and Technology 3. Program Overview and Expected Outcomes The proposed PASI experience is directed at an audience comprised of interdisciplinary scholars (sensor developers, networking engineers, and scientific domain investigators). Its content is intended to challenge all participants and to provide abundant opportunity for each the three groups to lead in the learning process at various phases of the PASI experience. The plan is organized to build the students’ level of achievement from basic knowledge of sensors and sensor systems, to acquisition of the necessary skills to apply these systems to problems, and finally opportunities to learn to analyze, synthesize and evaluate sensors and deployment schemes and accompanying results in real systems (see Table 1). 3 Table 1. PASEO educational plan with expected student achievement outcomes. Expected outcomes: Student level of achievement ª 1 Subject by day 2 3 4 Knowledge Comprehension Application Analysis 5 6 Synthesis Evaluation Foundational 1. Embeddable sensors 2. Sensor systems/networks 3. Remote sensing x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x Sensor Fabrication 4. Objectives and techniques 5. Fabrication, testing x Terrestrial Sensing 6. Orient and deploy 7. Deploy, analyze, evaluate x 8. Group site reconnaissance Lake Sensing 9. Objectives and techniques 10. Deploy, analyze, evaluate x Ecohydrology Sensing 11. Objectives and techniques 12. Deploy, analyze, evaluate x 13. Report on test cases ª Adapted from Bloom’s taxonomy for educational objectives [Blo56; And01]: Knowledge - Ability to bring to mind the appropriate information (define, list, recognize and describe properties and qualities of sensors, sensor systems, and environmental systems). Comprehension - Ability to grasp the meaning of material (translate material from one form to another (words to numbers), explain or summarize, predicting consequences or effects of using various sensors/systems in different settings and contexts). Application - Ability to apply learned material in new settings (creating a plan and applying sensors or sensor systems to well-defined sampling objectives, organize and function in a prescribed experiment, demonstrate skills). Analysis - Ability to break down material into its component parts so that its organizational structure may be understood; select the best system for the problem (identification of parts, analysis of the relationship between parts, and recognition the response of sensor systems in the context of environmental system models). Synthesis – Ability to put parts together to form a new whole (using environmental theory/models to produce a unique sampling plans, or other sets of abstract relations in the context of developing or applying sensors or sensor systems in new and creative ways, adapting to unexpected challenges). 4 Evaluation – Ability to judge the value of material for a given purpose (comparing different approaches to the same research objectives, appraising the significance of outcomes, selfassessing the value of the past effort and defining optimal follow-up efforts). 4. Science Rationale and Session Details The PASEO training will be unique in its multiscale coverage of all aspects of environmental observatory science, including (1) regional to local scale system assessment using remote sensing products, (2) local to point-scale embedded observations using sensor systems, and (3) fundamental sensor principles with an emphasis on developing sensors of maximum utility in environmental systems. This broad spectrum of instruction will require the mix of interdisciplinary instructors, which we have assembled, as well as a similar mixture of students. How we intend to recruit an optimal student population is discussed in section 6. 4.1 Foundational Sessions (Gongoro-Rubio, Kaiser, Perillo) The first three days of the training will emphasize (1) sensors, (2) sensor systems, and (3) remote sensing. The goal of the foundational sessions is provide the students from various disciplines with basic knowledge and comprehension of these areas in terms of technology available now and in the near-term. Each of the three sessions is described in more detail below. Sensors Foundational Session – Sensors and actuators connect in situ (or embedded) sensing systems to the environment. This session will discuss sensors that convert phenomena such as fluid motion, chemical potential, or the presence of a pathogenic microorganism into an electronic response. Actuators will also be discussed; these convert electrical signals into mechanical responses, often to initiate or execute an automatic process, such as the collection and preparation of an environmental sample. A diverse set of sensors is currently available for networked environmental sensing and new sensors will become available in the future. However, new sensor types and sensing approaches are still needed to monitor a continuously changing spectrum of critical environmental properties [Gol07]. In many cases, actuators can bridge the gap between sensors that exist now and those slated for development by efficiently collecting environmental samples for conventional analysis in a laboratory. Coupling in situ sensing with traditional laboratory analysis enabled by actuation is a powerful mechanism for protecting human health and the environment. Thus, both sensors and actuators are important parts of the discussion of environmental sensing systems. Environmental sensors are usually categorized in terms of the physical, chemical, and biological properties they sense. This session will emphasize the importance of assessing a sensor’s (1) readiness for field deployments and (2) scalability to distributed environmental monitoring tasks (i.e., small and inexpensive enough to scale up to many distributed systems). Physical sensors relevant to water quality monitoring are generally more field-ready and scalable than chemical sensors, which are, in turn, substantially more field-ready and scalable than biological sensors. The concluding portions of this session lay the groundwork for the development of novel nitrate and phosphate sensors, which will be the subject of the hands-on sensor fabrication portion of the short course (see Fig 1). Fig 1 – Nitrate sensors fabricated on mechanical pencil leads in a teaching lab setting at UC Merced [Ben05]. 5 Sensor Systems Foundational Session – This foundational session will focus on hardware/software associated with sensor interfaces, data acquisition, and data transport. Its goal is to bring the students to a sufficient level of knowledge and understanding of these systems to be able to (1) appreciate exciting features in recently developed platforms (e.g., model-based sensor sampling design), and (2) to learn to configure, collect data, and reconfigure sensor systems in the subsequent exercises. The last few years have seen a large growth in the number of small and medium-scale wireless sensor network (WSN) deployments in environmental monitoring. The NSF Center for Embedded Networked Sensing (CENS) and the WSN research and engineering community at large is beginning to overcome the two main challenges when attempting large-scale deployments: a) enabling rapid deployment without massive investments in human resources and b) end-to-end integration with technology that meets the engineering needs as well as the scientific ones. To this end, complete system kits providing end-to-end sensor-to-data base solutions are becoming available. Several of the PASEO organizers and lecturers are part of this effort (Kaiser, Graham, Harmon, Goldman). Specifically, we plan to provide training and practice on using a complete Environmental Monitoring System Kit (see Fig 2), comprised of an NI CompactRIO (cRIO), associated sensors & drivers, rugged mechanical packaging appropriate for outdoors environments and networking infrastructure. The cRIO-based Environmental System Kit will seamlessly connect to the CENS database repository--SensorBase [Cha06]--thereby providing end-to-end integration with CENS software. A critical aspect of this project is providing state-of-the art technological innovations combined with ease-of-use to domain experts. Therefore, user community development is an integral part. To this end, we plan to provide training to the research community in annual workshops and conferences, as well as other outreach-oriented activities. Our plan is to create an initial group of early adopters in the research community by providing them with the required guidance and support. Fig 2 – Diagram of the Environmental Monitoring System Kit end-to-end wireless sensor network (WSN) infrastructure, which supports static and robotic sensor nodes. Remote Sensing Session – This session will introduce the students to the variety of the panchromatic, multispectral (MS) and hyperspectral (HS) remote sensing data products that are currently available, and to the recent 6 applications of these products. Recently, investigators have provided evidence that a remote sensing approach may lead to an efficient means of mapping water quality over scales sufficient to identify clear links between human activities and watershed degradation [Ric96, Bra03, Men06]. These data are already being collected in vast amounts. In the session, image feature classification schemes will be introduced in support of identifying spatial correlations between proximate land use/cover and water quality. For example, land use classes (e.g., urban, agricultural, riparian), events (e.g., irrigation, tilling, harvesting) can be extracted from images and used to develop spatial and temporal correlations between societal policies/activities and water quality. Given that much of the PASEO experience will involve hands-on experience with embedded sensor systems, this remote sensing session will emphasize the approach (Fig 3) will focus on fusion of remote sensing data, including that based on satellites, aircraft, and local radiometers (e.g., watercraft-mounted) with environmentally embedded sensor system data across multiple spatial and temporal scales. This approach will enable these young scientists (depending on their discipline) to either (a) use embedded sensors systems to provide ground truth for their remote sensing data and (b) use remote sensing data to gain a greater perspective on embedded sensor observations. All of the students will gain an appreciation of the power of invoking observations across multiple synoptic and temporal scales, and the need for interdisciplinary collaborative efforts to coordinate such observations. Fig 3 – Fusing embedded sensor system and remote sensing observations across multiple scales. 4.2 Sensor Fabrication Session (organizers: Gongora-Rubio, Lupi, Harmon) Scientific Rationale – While there are many novel sensor types which could be investigated, key nutrient species associated with nitrogen (N) and phosphorous (P) were discussed extensively at the PASEO workshop and were selected for emphasis here. Nitrogen or phosphorus often limit production in environmental systems, and increases in nutrient loading over the past several decades have led to chronic and widespread problems with eutrophication in coastal and inland waters. Understanding the spatial and temporal extents of eutrophication requires understanding how changing land-use patterns, nutrient transport and uptake in tributary waters, and climatic variation interact to influence the nutrient loading to coastal waters. The initial design of in situ nutrient sensors is aimed at measurement technology used to characterize trophic status and loadings to aquatic systems. Once this new technology is optimized, it can be tailored for future application in terrestrial systems as well. To conduct a comprehensive material balance of critical nutrients, it is necessary to measure the key forms 7 including total and biologically available constituents. However, given the scope of the proposed PASEO experience, the training in this section will be limited to key ionic species: nitrate and phosphate. Sensor Fabrication Educational Session – Specific topics planned for the 2-day sensor fabrication module are summarized in Table 2. Students will be trained in and explore the use of low temperature co-fired ceramics (LTCC) in the development of nitrate and phosphate sensor systems. More specifically, students will explore the use of LTCC fabrication technology to integrate potentiometric and amperometric nitrate sensors, which they will create using easy-tolearn techniques [Ben05]. LTCC has been used over the last twenty years for efficient manufacturing of monolithic MCM-C packages and hybrid microelectronics circuitry. LTCC technology enables the rapid construction of 3D structures, allowing the integration of different stages of the analytical process into a so-called Lab-on-Package approach. LTCC devices are in the meso-scale range, this size range (> 100 μm) is ideal for fabrication. Because no clean room is needed, the LTCC approach is inexpensive when compared to most other semiconductor fabrication techniques, and can be readily employed in the PASEO training sessions. Table 2. Sensor fabrication sessions. Subject Sensor types Sensor systems Fabrication 1 Fabrication 2 Fabrication 3 Fabrication 4 Time day 1, AM day 2, AM day 4, AM day 4, PM day 5, AM day 5, PM Content State of technology for phys, chem., and bio-sensors Sample preparation, microfluidics LTCC materials and microsystems; hands-on training LTCC microfluidics; lab-on-a-package Hands-on training for fabrication and testing Prototype sensor system testing and analysis of results 4.3 Terrestrial Session (Organizers: Graham, Rundel) Scientific Rationale – Soil organisms are the catalysts that link elemental exchange among the lithosphere, biosphere, and atmosphere. Understanding the rates of these exchanges, and the sequestration of elements within any pool, is becoming increasingly crucial to understanding soil processes and to sustainable management of local processes that are linked to the global climate. Indeed, scaling may be the single most difficult task in the study of soil ecological processes [All07]. The nutrient transformations that take place on the surfaces of soil particles, roots, and soil microbes must be defined and scaled up for managing soil nutrient and energy transformation at the ecosystem level. The greatest challenges for predicting soil processes are learning what to measure and how frequently, and organizing individual measurements into units that correspond to a remote-sensing pixel of information. Today, pixels at scales of meters to kilometers provide composite estimates of the effects of complex soil processes, but these composites are blind to the small-scale processes that contribute to larger-scale phenomena. To fully understand these phenomena, we need to be able to measure soil processes in situ to determine which organisms participate and, simultaneously, to aggregate measurements in spatially and temporally meaningful ways. A key driver of biogeochemical processes and the most readily measured soil parameter is the energy stored in carbon (C) compounds. Soil C is derived largely from plant photosynthesis and allocated to the soil either directly from plant roots or from leaf litter and decomposition. The kinetics of soil processes have been estimated in terms of respiration rates, which depend on temperature, water, and a number of other variables that vary at microscopic scales. To address 8 these challenges of scale, researchers at the UC James Reserve have implemented a networked array of sensors designed to measure small-scale soil dynamics and correlate these spatially and temporally with larger-scale measurements [All07]; this array (see Fig 4) will be recreated the terrestrial educational module for the proposed PASEO training program. The recreation will take place just upland of the salt marsh areas described in section 4.5 (see Fig 6). Terrestrial Sensor System Training – An existing soil sensing short course (July 2007) developed by CENS will serve as the exemplar for this part of the instruction. This course was offered at the location of the soil sensor array mentioned above, which included 10 weather station “nodes” (including air temperature, relative humidity and photosynthetic active radiation (PAR)) in an 80 x 10 m transect installed beneath a robotic canopy-scanning system known as NIMS RD [Kai04]. Below-ground sensors included: three solid state CO2 sensors (Vaisala Carbocap GMP220) installed at 2, 8, and 16 cm depths, coupled with soil temperature sensors and three soil moisture sensors (Decagon Devices, Model EC-10) for a total of 30 sensors at the site (3 per node x 10 nodes) that have been continuously working since November 2005. In the PASI version of this module students will do the following: Learn the basic principles underlying of soil respiration and nutrient cycling in soil Understand the CENS sensor network scientific motivation and technology layout Calibrate, install, and acquire data from two above-ground weather stations and two belowground moisture-temperature-CO2 sensor nodes Comprehend and apply the theory for estimating CO2 fluxes and energy balances based on their own data streams Calibrate, install, and acquire data while executing a controlled nitrate release (modest levels) experiment with fabricated nitrate soil sensors developed in the previous sensor fabrication session (note: backup sensors will be on hand in the event fabrication attempts are unsuccessful) Connect their observations to theoretical considerations and evaluate potential strategies for improving their sensor system deployments Fig 4 – Terrestrial soil sensor arrays deployed on the AMARRS transect at the UC James Reserve, and which will be recreated during the PASEO terrestrial soils sensing session. Table 3. Terrestrial soil sensing sessions. Subject Environmental systems Environmental systems Experimental design CO2 flux, energy balances Nitrate mass balance Synthesis and evaluation Time day 3, AM day 3, PM day 6, AM day 6, PM day 7, AM day 7, PM Content Research problems and objectives in soil systems Sensors systems , typical deployments, sample results Modeling CO2 fluxes and sensor system sampling design Sensor installation, data transport, storage, visualization Sensor, calibration, experiments: nitrate release Experiments: statistical and model-based analyses 9 4.4 Limnology Session (Organizers: Piccolo, Weathers) Science rationale - Freshwater lakes provide a number of important ecosystem services including supply of drinking water, support of biotic diversity, transportation of commercial goods, and opportunity for recreation. They also play a critical role in “plumbing” the transport and transformation of carbon from terrestrial systems to the atmosphere [Col07]. There is a clear need to better understand how changes in land-use, human population density and distribution, and climate interact to affect lake dynamics at local, regional, continental, and global scales. Developing this understanding across such scales is a formidable challenge, in part because ecological systems are characterized by high spatial and temporal variability [Kra03], non-linear dynamics [Car99, Sch01), and coupled physical/biological processes [Ham97]. In lakes, this complexity is manifested in phenomena such as sudden and short-lived algal blooms, changes in frequency and response to disturbances such as mixing events caused by typhoons, and the interdependency of biota and biogeochemical processes [Car03]. Understanding how changes in land-use, human population, and climate interact with lake dynamics at local, regional, continental, and global scales is one of the greatest challenges for limnologists over the next decade. Developing this understanding at such scales is daunting, but is made easier by (1) sensors capable of measuring key features of lakes, such as water temperature, water movement, dissolved gases, pH, conductivity, and chlorophyll fluorescence (2) advances in cyberinfrastructure, such as wireless sensor networks, which have led to the increasing prevalence of in situ continuous measurements in lakes worldwide, and (3) an increased emphasis on understanding of coupled physical and biological lake processes (e.g., how circulation patterns, internal waves and stream intrusions influence nutrient cycling, lakewide metabolism, and the wax and wane of algal blooms in lakes—see [Kra05]). The limnology sessions of the proposed PASI will focus on educating and training students in these three areas. Limnology Sensors System Training – This session will take place at Los Chilenos Lagoon, near Bahia Blanca, a local eutrophic lake identified by co-organizers Piccolo and Perillo. This session will emphasize multi-parameter water quality sonde deployments over time and space in lakes (YSI and Hach/Hydrolab Models). The sondes are equipped with sensors for temperature, salinity (as specific conductance), dissolved oxygen, and chlorophyll fluorescence. Water velocity vectors will be obtained by acoustic Doppler velocity (ADV) sensors (Sontek/YSI Argonaut). Weather station nodes will also be used in this module to inform solar and wind-based forcing of lake processes like photosynthesis, mixing, and aeration. Sondes will be deployed via small boats and buoys (see Fig 5) in lake locations selected from remote sensing imagery analyzed during (Day 3) of the short course. Fig 5 – Meteorological and water quality sensor buoy platform launched at Lake Sunapee, New Hampshire (GLEON.org). 10 In addition to manually deploying the sensors, this module will include instruction and practice in deploying the sondes robotically using the NIMS system [Har07]. This system will enable the students to adaptively sample in a vertical plane in a lake using lake simulation models to inform the sampling. Overall the limnology module the enable the students to: Know the physical, chemical and biological principles underlying primary production in lakes Comprehend the multi-parameter sonde components (sensors, data acquisition and transport) Apply (calibrate and install) sensors, and acquire data from water quality and velocity sensors at varying depths in a lake Comprehend and apply lake simulation models and used them to guide multi-dimensional robotic sampling (Analogous to the terrestrial module) execute a controlled nitrate release (modest levels) experiment with fabricated nitrate soil sensors developed in the previous sensor fabrication session Connect their observations to theoretical considerations and evaluate potential strategies for improving their sensor system deployments Table 4. Lake sensing schedule. Subject Time Environmental systems Environmental systems Sampling design Thermocline mapping, mixing Algae, respiration, nitrate Synthesis, evaluation day 3, AM day 3, PM day 9, AM day 9, PM day 10, AM day 10, PM Content Research problems and objectives in lakes Sensors systems , typical deployments, sample results Lake models Sensor installation and data acquisition Experiments: adaptive algae tracking; nitrate release Experiments: statistical and model-based analyses 4.5 Ecohydrology Session (Organizers: Perillo, Bonner, Kaiser) Scientific Rationale – Ecohydrology involves the study of feedbacks between ecosystems and their inhabitants and the hydrologic processes that sculpt their habitat. In the Bahía Blanca intertidal zones, for example, interactions between a halophytic plant (Sarcocornia perennis) and a burrowing crab (Chasmagnathus granulate) combine with hydrodynamic and geomorphologic conditions to produce an unexpected and unique physical-chemical-biological tidal creek formation process [Per03, Per05]. Tidal creeks and channels in coastal areas are the arteries and veins of a major circulatory system pumped by the tides. Along these channels (see Fig 6) there is a continuous flow of water, sediments and nutrients and the channels play a major role in the evolution and function of wetlands, and the Sarcocornia-Chasmagnathus “feedback loop” is central to the formation and morphology of these channels [Esc07]. As this example suggests, ecohydrologic interactions are extremely complex and difficult to extract from the spatiotemporal fluctuations in these systems. At the same time, human pressures, which are typically most intense on the coastal margin, are likely impacting these interactions whether through land surface engineering, sediment erosion and transport, and increased pollutant and nutrient inputs. 11 Fig 6 - Photographs depicting the different stages of the formation of creeks in the Bahía Blanca Estuary salt marsh: a) an example of a circle inundated by water; b) an example of a typical circle showing an outer ring with Salicornia ambigua plants and the center covered by crab holes; c) a typical hole formed by the crumbling of the upper surface undermined by crab action; d) and e) examples of newly developed tidal creeks advancing headward [after Per03]. Understanding how changes in land-use, human population, and climate impact ecohydrology is key to the preservation of sensitive and biologically diverse coastal ecosystems. As with lakes, developing this understanding is daunting, but is made easier by (1) increasing sensors capabilities for measuring not only physical and chemical water properties, but ecosystem properties (e.g, via automated cameras), (2) advances in cyberinfrastructure, which enable and aggregating sensor responses to create virtual sensors for measuring habitat responses to perturbations continuously, and (3) as with lakes, an increased emphasis on understanding of coupled physical and biological dynamics (the very essence of ecohydrology). The ecohydrology sessions of the proposed PASI will focus on educating and training students in these three areas. Ecohydrology Sensors System Training – In this session emphasis will shift to studying an ecosystem in the context of water observations. Again, multi-parameter water quality sonde and ADV sensors will be deployed via the NIMS system. However, in this instance, where treading upon the habitat will disrupt the topic of study, the NIMS system will be suspended in the airspace above the objective zone and deliver sensors vertically. In addition, an imaging sensor platform known as Cyclops will be used to visually observe the habitat below the NIMS device [Kai04; Rah05]. This session will take place in the Bahía Blanca estuarine marshes described by Perillo and colleagues [Per03, 05; Esc07], and will further examine the ecohydrology of the halophytic plant (Sarcocornia perennis) and a burrowing crab (Chasmagnathus granulate) in the context of tidal creek formation. In effect, students will be employing their newly learned skills to design a better way of observing this system. The ecohydrology module the enable the students to: Know the physical, chemical and biological principles underlying the ecohydrology problem under investigation Gain further experience with the multi-parameter sonde components (sensors, data acquisition and transport) 12 Comprehend and apply (calibrate and install) optical (Cyclops) sensors above the ecosystems being studied and observed changes in vegetation, water clarity, and animal activity Formulate and analyze their data with simple ecological models aimed at linking animal behavior to water motion and quality parameters Connect their observations to theoretical considerations and evaluate potential strategies for improving their sensor system deployment Subject Environmental systems Environmental systems Sampling design Water motion and images Water quality and images Synthesis, evaluation Table 5. Ecohydrology session schedule. Time Content day 3, AM day 3, PM day 11, AM day 11, PM day 12, AM day 12, PM Research problems and objectives in estuarine marshes Sensors systems , typical deployments, sample results Posing hypotheses re: water motion/quality/habitat Experiments: robotic ADV data and images Experiments: robotic water quality data and images Experiments: statistical and model-based data analyses 5. PASEO Educational Assessment Assessment of the PASEO short course will consist of short-term and long-term components: 1) Student Course Evaluations – A survey of the students will be given on the final day of the short course that will probe participants’ perception of the outcomes of the course compared to those summarized in Table 1. The survey will include questions focusing on the effectiveness and approachability of the course lecturers and hands-on activity facilitators 2) PASEO Information Management Website – The existing PASEO website will be expanded to include lecture materials and links to the data captured during the short course (stored in SensorBase, which is maintained by the Center for Embedded Networked Sensing, CENS). The short course organizing committee will track usage of these data and continued student interactions on the website as successful outcome indicators. 3) Post-PASEO Student Survey – Roughly six months after the short course, PASEO students will be asked to participate in an online survey that probes the long-term perception of the educational outcomes, what aspects of the course have proven useful during the interim period. The results from these three assessment vehicles will be published on the PASEO website, in the final report to NSF, and disseminated to the key environmental observatory network efforts outlined in section 1 of this proposal. 6. PASEO Student Recruitment and Selection Advertisement and Recruitment. Prospective students for the PASEO short course will be identified through a combination of open advertisement and recruitment in the following U.S. organizations (with website postings wherever possible): Center for Embedded Networked Sensing (CENS), Water and Environmental Research Systems (WATERS) Network, Integrated and Sustained Ocean Observatories (IOOS), Ocean Research Interactive Observatory Networks (ORION), Ocean Observatory Initiative (OOI), the National Ecological Observatory Network (NEON), and the Global Lake Ecological Observatory Network (GLEON). U.S. PASEO organizers and lecturers will distribute an announcements and links to the advertisements via email lists associated with their professional societies. 13 To attract student applicants from other Western Hemisphere countries, organizers and participants will also advertise through the following organizations and agencies, posting information on websites where this is allowed: Consejo Nacional de Investigaciones Científicas y Técnicas (CONICET, Argentina), Instituto Nacional de Tecnología Industrial (INTI, Argentina), Conselho Nacional de Desenvolvimento Científico e Tecnológico (CNPq, Brazil), Instituto de Pesquisas Tecnológicas do Estado de São Paulo (IPT, Brazil), Comisión Nacional de Investigación en Ciencia y Tecnología (CONICYT, Chile), the RedCLARA (Cooperatión Latino Americana de Redes Avanzadas), as well as NEPTUNE and GEODIDE (Canada). Student Application and Selection. Prospective students will be primarily graduate students, postdoctoral scholars, and early career faculty and other researchers who would benefit from the educational plan at this stage of their careers. Prospective students will apply by sending an electronic application to the organizing committee. The applications will include the applicant’s curriculum vita and a research statement describing (1) the nature and current status of their current research, (2) their reasons for wanting to participate, (3) experience or skills that may be relevant to the short course (e.g., ability to assist in certain sessions), and (4) other considerations (e.g., language skills, disabilities or accessibility issues). The application period will begin two weeks after NSF’s PASI awards announcement and close about 4 months prior to the short course. The organizing committee will evaluate the applicant pool and select 30 to 40 students using the following criteria: Nationality – The targeted breakdown is 50% U.S., 50% non-U.S., with no more than 25% representation from any non-U.S. nation, as per NSF PASI guidelines. Discipline Diversity – The targeted distribution of disciplines will be 20% each for sensor fabrication technology, sensor system/networking technology, terrestrial ecology, limnology, and ecohydrology. Research statement and CV – Excellence in prior or potential for excellence in future research will be a key criterion in choosing between candidates. The relevance of the PASEO mission to the candidate’s current or planned research pathway will be included as part of this evaluation. Gender and ethnic diversity – It will be a priority to create as diverse a pool of students as possible. 7. PASEO Timing, Venue and Logistics Timing and Venue. The proposed PASEO would take place in January or February 2009 to take advantage summer conditions. The central location of the short course will be the Instituto Argentino de Oceanografia (IADO) in Bahía Blanca, Argentina, the same institute that hosted the 2007 PASEO workshop. IADO has an excellent auditorium for lecture portions of the proposed short course and laboratories in which to hold the sensor fabrication sessions. Logistics. Participants will be housed double-occupancy at a hotel located in downtown Bahía Blanca. Breakfast will be at the hotel, lunches will be served at IADO or box lunches will be provided for the outdoor activities. Dinners will be in town at various restaurants. The estuary and terrestrial test case sites are located a few minutes from IADO, with access by IADO research vessels, which are available to the short course at fuel costs. The lake site, Los Chilenos Lagoon, is located about 85 km from Bahía Blanca.Two vans will be rented to transport equipment to and from the hands-on research sessions, and one passenger bus will be chartered for transporting students to and from their hotel to IADO and the outdoor research sessions. 14 7. Intellectual Merit and Broader Impacts The proposed PASI short course will be transformative by creating a cadre of scientists and engineers who are not only trained in the state-of-technology for environmental observations but primed for embarking on international collaborative research in both technology development and environmental research domains applying environmental sensor systems. International coordination of environmental observatory efforts has been relatively strong in the area of oceans, which is by nature an international field. However, coordination in observatory development in terrestrial and freshwater settings has been less natural, perhaps due to the tendency to observe these systems in the context of local to regional scales associated with watersheds, ecosystems, and resource management boundaries. Solving environmental problems of global importance will require information based on global environmental observatories developed through genuine international collaboration. Such networks will provide information in the context of international decision-making and policy development in the areas of resource management and biological conservation. Future interactions and researcher/student exchanges between the PASEO participants and their networks of colleagues could result in long-term Pan-American collaborative research employing environmental observatories. Geography and climate issues in South America and North America are attractive for efficient comparative studies focusing on science questions and engineering problems of mutual interest (for example, scientists can collaboratively study climate effects through two sets of seasons in geographically analogous regions, such as Chile and California). Broader impacts of this short course will train a significant number of the next generation of boundary-free environmental and ecological technology-developers, scientists, and engineers. This type of effort, if repeated frequently enough, would have the effect of creating a “community” of users and developers that could come together (perhaps annually). Recurrent, meaningful interactions are essential to build teams of people to do the implicit longer-term research that is desirable as one of the by-products. In terms of more tangible near-term impacts, development of training materials that can be reused in other context via U.S. research organizations like CENS and GLEON, and by similar organizations in other nations. Reuse may be directly by individuals who could not participate but also used by organizations (e.g., CENS and GLEON) to tackle the broader issue of training scientists and engineers in other geographic locations and other types of settings. 15