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MONTANA  STATE  LIBRARY 


3  0864  0015    5614  4 


SHIELDS  RIVER 


HABITAT  AND  AQUATIC  INVERTEBRATE  ASSESSMENT 


September,  2000 


STATE  DOCUMENTS  COLLECTION 

.UN  1  Q  2001 


MONTANA  STATE  LIBRARY 

1515  E.  6th  AVE. 
HELENA.  MONTANA  59620 


Report  prepared  for 

The  Montana  Department  of  Environmental  Quality 

Helena,  Montana 


Prepared  by 

Wease  Bollman 

Rhithron  Biological  Associates 

Missoula,  Montana 


April,  2001 


fi-'R  0  2 

DATE 

DUE 

_2aui-^- 

-1  LB    /,  ^ 



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i 


INTRODUCTION 

Aquatic  invertebrates  are  aptly  applied  to  bioassessment  since  they  are  known  to 
be  important  indicators  of  stream  ecosystem  health  (Hynes  1970).  Long  lives,  complex 
life  cycles  and  limited  mobility  mean  that  there  is  ample  time  for  the  benthic  community 
to  respond  to  cumulative  effects  of  environmental  perturbations 

This  report  summarizes  data  collected  in  September  2000  from  two  sites  on  the 
Shields  River,  Montana  A  multimetric  approach  to  bioassessment  was  applied  to  the 
data:  this  approach  uses  attributes  of  the  benthic  invertebrate  assemblage  in  an  integrated 
way  to  measure  biotic  health.  A  stream  with  good  biotic  health  has  been  described  as 
. .  .a  balanced,  integrated,  adaptive  system  having  the  full  range  of  elements  and  processes 
that  are  expected  in  the  region's  natural  environment. . ."  (Karr  and  Chu  1999). 

The  additive  muhimetric  approach  designed  by  Plafkin  et  al.  (1989)  and  adapted 
for  use  in  the  State  of  Montana  is  ". . .  an  artay  of  measures  or  metrics  that  individually 
provide  information  on  diverse  biological  attributes,  and  when  integrated,  provide  an 
overall  indication  of  biological  condition."  (Barbour  et  al.  1995).  Community  attributes 
that  can  contribute  meaningfully  to  interpretation  of  benthic  data  include  assemblage 
structure,  sensitivity  of  community  members  to  stress  or  pollution,  and  functional  traits. 
Each  metric  component  contributes  an  independent  measure  of  the  biotic  integrity  of  a 
stream  site,  combining  the  components  into  a  total  score  reduces  variance  and  increases 
precision  of  the  assessment  (Fore  et  al.  1994)  Effectiveness  of  the  integrated  metrics 
depends  on  the  applicability  of  the  underlying  model,  which  rests  on  a  foundation  of 
three  essential  elements  (BoUman  1998).  The  first  of  these  is  an  appropriate  stratification 
or  classification  of  stream  sites,  typically,  by  ecoregion.  Second,  metrics  must  be  selected 
based  upon  their  ability  to  accurately  express  biological  condition  Third,  an  adequate 
assessment  of  habitat  conditions  at  each  site  to  be  studied  is  advantageous  to  the 
interpretation  of  metric  outcomes. 

Implicit  in  the  multimetric  method  and  its  associated  habitat  assessment  is  an 
assumption  of  correlative  relationships  between  habitat  parameters  and  the  biotic  metrics, 
in  the  absence  of  water  quality  impairment  These  relationships  may  vary  regionally, 
requiring  an  examination  of  habitat  assessment  elements  and  biotic  metrics  and  a  test  of 
the  presumed  relationship  between  them  This  writer  (1998)  has  recently  studied  the 
assemblages  of  the  Montana  Valley  and  Foothill  Prairies  ecoregion,  and  has 
recommended  a  battery  of  metrics  specific  to  that  ecoregion,  which  has  been  shown  to  be 
sensitive  to  impairment,  related  to  habitat  assessment  parameters  and  consistent  over 
replicated  samples. 

Habitat  assessment  enhances  the  interpretation  of  biological  data  (Barbour  and 
Stribling  1991),  because  there  is  generally  a  direct  response  of  the  biological  community 
to  habitat  degradation  in  the  absence  of  water  quality  impairment.  If  biotic  health  appears 
more  damaged  than  the  habitat  quality  would  predict,  water  pollution  by  metals,  other 
toxicants,  high  water  temperatures,  or  high  levels  of  organic  and/or  nutrient  pollution 
might  be  suspected.  On  the  other  hand,  an  "artificial"  elevation  of  biotic  condition  in  the 
presence  of  habitat  degradation  may  be  due  to  the  paradoxical  effect  of  mild  nutrient  or 
organic  enrichment  in  an  oligotrophic  setting. 


METHODS 

Aquatic  invertebrates  were  sampled  by  Pat  Newby  of  the  Montana  Department  of 
Environmental  Quality  (MT  DEQ).  Two  sites  on  Shields  River  were  sampled;  Table  1 
gives  site  locations.  Both  sites  lie  within  the  Montana  VaUeys  and  Foothill  Prairies 
(MVFP)  ecoregion.The  sampling  method  employed  is  described  in  the  MT  DEQ 
Standard  Operating  Procedures  for  Macroinvertebrate  Sampling  (Bukantis  1998).  In 
addition,  habitat  quality  was  evaluated  by  scoring  various  instream,  streambank  and 
riparian  zone  parameters  using  a  DEQ-modified  version  of  the  U.S.  EPA's  Rapid 
Bioassessment  Protocols.  Aquatic  invertebrate  samples  and  associated  habitat  assessment 
data  were  delivered  to  Rhithron  Biological  Associates,  Missoula,  Montana,  for  laboratory 
and  data  analyses. 

Table  1.  Sampling  locations  on  Sliields  River.  August  2000. 


Sampling 
station 


McCloud 
Johnstone 


Latitude  Longitude 


46°  09' 56"       110°  34' 05'" 
45° 57' 21"       110° 37' 57" 


In  the  laboratory,  the  Montana  DEQ-recommended  sorting  method  was  used  to 
obtain  subsamples  of  at  least  300  organisms  from  each  sample.  Organisms  were 
identified  to  the  lowest  possible  taxonomic  levels  consistent  with  Montana  DEQ 
protocols. 

To  assess  invertebrate  communities  in  this  study,  a  multimetric  index  developed 
in  previous  work  for  streams  of  western  Montana  (Bollman  1998)  was  used.  Multimetric 
indices  result  in  a  single  numeric  score,  which  integrates  the  values  of  several  individual 
indicators  of  biologic  health.  Each  metric  used  in  this  index  was  tested  for  its  response  or 
sensitivity  to  varying  degrees  of  human  influence.  Correlations  have  been  demonstrated 
between  the  metrics  and  various  symptoms  of  human-caused  impairment  as  expressed  in 
water  quality  parameters  or  instream,  streambank  and  stream  reach  morphologic  features. 
Metrics  were  screened  to  minimize  variability  over  natural  environmental  gradients,  such 
as  site  elevation  or  sampling  season,  which  might  confound  interpretation  of  results.  The 
multimetric  index  used  in  this  report  incorporates  multiple  attributes  of  the  sampled 
assemblage  into  an  integrated  score  that  accurately  describes  the  benthic  community  of 
each  site  in  terms  of  its  biologic  integrity.  In  addition  to  the  metrics  comprising  the  index, 
other  metrics,  which  have  been  shown  to  be  applicable  to  biomonitoring  in  other  regions 
(Kleindl  1995,  Patterson  1996,  Rossano  1995),  were  used  for  descriptive  interpretation  of 
Shields  River  results.  These  metrics  include  the  number  of  "dinger"  taxa,  long-lived  taxa 
richness,  the  percent  of  predatory  organisms,  and  others.  They  are  not  included  in  the 
integrated  bioassessment  score,  however,  since  their  performance  in  the  ecoregions  of 
Montana  is  unknown.  However,  the  relationship  of  these  metrics  to  habitat  conditions  is 
intuitive  and  reasonable. 

The  six  metrics  comprising  the  bioassessment  index  used  in  this  study  were 
selected  because  both  individually  and  as  an  integrated  metric  battery,  they  are  robust  at 
distinguishing  impaired  sites  from  relatively  unimpaired  sites  (Bollman  1998).  In 
addition,  they  are  relevant  to  the  kinds  of  impacts  that  are  present  in  the  Shields  River 
drainage,  and  they  have  been  demonstrated  to  be  more  variable  with  anthropogenic 


impairment  than  with  natural  environmental  gradients  Each  of  the  six  metrics  developed 
and  tested  for  western  Montana  ecoregions  is  described  below. 

1.  Ephemeroptera  (mayfly)  taxa  richness.  The  number  of  mayfly  taxa  declines  as 
water  quality  diminishes  Impairments  to  water  quality  which  have  been 
demonstrated  to  adversely  affect  the  ability  of  mayflies  to  flourish  include  elevated 
water  temperatures,  heavy  metal  contamination,  increased  turbidity,  low  or  high  pH, 
elevated  specific  conductance  and  toxic  chemicals.  Few  mayfly  species  are  able  to 
tolerate  certain  disturbances  to  instream  habitat,  such  as  excessive  sediment 
deposition 

2.  Plecoptera  (stonefly)  taxa  richness.  Stoneflies  are  particularly  susceptible  to 
impairments  that  affect  a  stream  on  a  larger  or  reach-level  scale,  such  as  loss  of 
riparian  canopy,  streambank  instability,  and  alteration  of  morphological  features  such 
as  pool  fi-equency  and  fijnction,  riffle  development  and  sinuosity.  Just  as  all  benthic 
organisms,  they  are  also  susceptible  to  smaller  scale  habitat  loss,  such  as  by  sediment 
deposition,  loss  of  interstitial  spaces  between  substrate  particles,  or  unstable  substrate. 

3.  Trichoptera  (caddisfly)  taxa  richness.  Caddisfly  taxa  richness  has  been  shown  to 
decline  when  sediment  deposition  affects  their  habitat.  In  addition,  the  presence  of 
certain  case-building  caddisflies  can  indicate  good  retention  of  woody  debris  and  lack 
of  scouring  flow  conditions 

4.  Number  of  sensitive  taxa.  Sensitive  taxa  are  generally  the  first  to  disappear  as 
anthropogenic  disturbances  increase  The  list  of  sensitive  taxa  used  here  includes 
organisms  sensitive  to  a  wide  range  of  disturbances,  including  warmer  water 
temperatures,  organic  or  nutrient  pollution,  toxic  pollution,  sediment  deposition, 
substrate  instability  and  others.  Unimpaired  streams  of  western  Montana  typically 
support  at  least  four  sensitive  taxa  (Bollman  1998). 

5.  Percent  filter  feeders.  Filter-feeding  organisms  are  a  diverse  group,  they  capture 
small  particles  of  organic  matter,  or  organically  enriched  sediment  material,  ffom  the 
water  column  by  means  of  a  variety  of  adaptations,  such  as  silken  nets  or  hairy 
appendages.  In  forested  montane  streams,  filterers  are  expected  to  occur  in 
insignificant  numbers  Their  abundance  increases  when  canopy  cover  is  lost  and 
when  water  temperatures  increase  and  the  accompanying  growth  of  filamentous  algae 
occurs.  Some  fihering  organisms,  specifically  the  Arctopsychid  caddisflies 
(Arctopsyche  spp.  and  Parapsyche  spp.)  build  silken  nets  with  large  mesh  sizes  that 
capture  small  organisms  such  as  chironomids  and  eariy-instar  mayflies.  Hence,  they 
are  considered  predators  and  in  this  study  their  abundance  does  not  contribute  to  the 
percent  filter  feeders  metric. 

6.  Percent  tolerant  taxa.  Tolerant  taxa  are  ubiquitous  in  stream  sites,  but  when 
disturbance  increases,  their  abundance  increases  proportionately.  The  list  of  taxa  used 
here  includes  organisms  tolerant  of  a  wide  range  of  disturbances,  including  warmer 
water  temperatures,  organic  or  nutrient  pollution,  toxic  pollution,  sediment 
deposition,  substrate  instability  and  others. 

Scoring  criteria  for  each  of  the  six  metrics  are  presented  in  Table  2.  Metrics  differ  in 
their  possible  value  ranges  and  in  the  direction  the  values  move  as  biological  conditions 
change.  For  example,  Ephemeroptera  richness  values  may  range  fi-om  zero  to  ten  taxa  or 


higher.  Larger  values  generally  indicate  favorable  biotic  conditions.  On  the  other  hand, 
the  percent  filterers  metric  may  range  from  0%  to  100%,  in  this  case,  larger  values  are 
negative  indicators  of  biotic  health.  To  facilitate  scoring,  therefore,  metric  values  are 
transformed  onto  a  single  scale.  The  range  of  each  metric  has  been  divided  into  four  parts 
and  assigned  a  point  score  between  zero  and  three.  A  score  of  three  indicates  a  metric 
value  similar  to  one  characteristic  of  a  non-impaired  condition.  A  score  of  zero  indicates 
strong  deviation  from  non-impaired  condition  and  suggests  severe  degradation  of  biotic 
health.  Scores  for  each  metric  were  summed  to  give  an  overall  score,  the  total 
bioassessment  score,  for  each  site  in  each  sampling  event.  These  scores  were  expressed 
as  the  percent  of  the  maximum  possible  score,  which  is  18  for  this  metric  battery. 


Table  2.  Metrics  and  scoring  criteria  for  bioassessment  of  streams  of  western  Montana 

ecoregions 

(Boilman  1998). 

Score 

Metric 

3 

2 

1 

0 

Ephemeroptera  taxa  richness 

>5 

5-4 

3- 

2 

<2 

Plecoptera  taxa  richness 

>3 

3  -2 

1 

0 

Trichoptera  taxa  richness 

>4 

4-3 

2 

<2 

Sensitive  taxa  richness 

>3 

3-2 

1 

0 

Percent  filterers 

0-5 

5.01  -  10 

10.01 

-25 

>25 

Percent  tolerant  taxa 

0-5 

5.01  -  10 

10.01 

-35 

>35 

The  total  bioassessment  score  for  each  site  was  expressed  in  terms  of  use-support. 
Criteria  for  use-support  designations  were  developed  by  MT  DEQ  and  are  presented  in 
Table  3a  For  descriptive  purposes,  scores  were  also  translated  into  impairment 
classifications  according  to  criteria  outlined  in  Table  3b. 


Table  3a.  Criteria  for  the  assignment  of  use-support  classifications  /  standards  violation  thresholds  (from 
Bukantis,  1997) 

%  Comparability  to  reference 

Use  support 

>75 

25-75 

<25 

Full  support—standards  not  violated 

Partial  support-moderate  impairment-standards 

violated 

Non-support-severe  impairment-standards  violated 

Table  3b.  Criteria  for  the  assignment  of  impairment  classifications  (from  Plafldn  et  al.  1989). 

%  Comparability  to  reference 

Classification 

>83 

54-79 
21-50 
<17 

nonimpaired 
slightly  impaired 
moderately  impaired 
severely  impaired 

In  this  report,  certain  other  metrics  were  used,  when  appropriate,  as  descriptors  of 
the  benthic  community  response  to  habitat  or  water  quality  but  were  not  incorporated  into 
the  bioassessment  metric  battery,  either  because  they  have  not  yet  been  tested  for 
reliability  in  streams  of  western  Montana,  or  because  results  of  such  testing  did  not  show 
them  to  be  robust  at  distinguishing  impairment,  or  because  they  did  not  meet  other 
requirements  for  inclusion  in  the  metric  battery.  These  metrics  and  their  use  in  predicting 
the  causes  of  impairment  or  in  describing  its  effects  on  the  biotic  community  are 
described  below. 

•  The  modified  biotic  index.  This  metric  is  an  adaptation  of  the  Hilsenhoff  Biotic 
Index  (HBI,  Hilsenhoff  1987),  which  was  originally  designed  to  indicate  organic 
enrichment  of  waters.  Values  of  this  metric  are  lowest  in  least  impacted 
conditions.  Taxa  tolerant  to  saprobic  conditions  are  also  generally  tolerant  of 
warm  water,  fine  sediment  and  heavy  filamentous  algae  growth  (BoUman, 
impublished  data).  Loss  of  canopy  cover  is  often  a  contributor  to  higher  biotic 
index  values.  The  taxa  values  used  in  this  report  are  modified  to  reflect  habitat 
and  water  quality  conditions  in  Montana  (Bukantis  1998).  Ordination  studies  of 
the  benthic  fauna  of  Montana's  foothill  prairie  streams  showed  that  there  is  a 
correlation  between  modified  biotic  index  values  and  water  temperature,  substrate 
embeddedness,  and  fine  sediment  (Bollman  1998).  In  a  study  of  reference 
streams,  the  average  value  of  the  modified  biotic  index  in  least -impaired  streams 
of  western  Montana  was  2.5  (Wisseman  1992). 

•  Taxa  richness.  This  metric  is  a  simple  count  of  the  number  of  unique  taxa  present 
in  a  sample.  Average  taxa  richness  in  samples  from  reference  streams  in  western 
Montana  was  28  (Wisseman  1992).  Taxa  richness  is  an  expression  of  biodiversity, 
and  generally  decreases  with  degraded  habitat  or  diminished  water  quality. 
However,  taxa  richness  may  show  a  paradoxical  increase  when  mild  nutrient 
enrichment  occurs  in  previously  oUgotrophic  waters,  so  this  metric  must  be 
interpreted  with  caution. 

•  Percent  shredders.  Shredding  organisms  consume  large  particles  of  detritus  such 
as  leaves,  needles  and  wood.  Foothill  and  prairie  streams  with  healthy  riparian 
vegetation  and  sufficient  instream  structure  to  retain  detritus  will  have  large 
numbers  of  shredders  Often,  this  feeding  group  dominates  the  fauna  of  headwater 
streams.  The  abundance  of  shredders  generally  increases  in  the  fall,  when  leaf  and 
blade  input  to  streams  maximizes.  In  another  study,  average  shredder  contribution 
in  western  Montana  reference  streams  was  8%  (Wisseman  1 992). 

•  Percent  predators.  Aquatic  invertebrate  predators  depend  on  a  reliable  source  of 
invertebrate  prey,  and  their  abundance  provides  a  measure  of  the  trophic 
complexity  supported  by  a  site.  Less-disturbed  sites  have  more  plentiful  habitat 
niches  to  support  diverse  prey  species,  which  in  turn  support  abundant  predator 
species. 

•  Number  of  "dinger"  taxa.  So-called  "dinger"  taxa  have  physical  adaptations  that 
allow  them  to  cling  to  smooth  substrates  in  rapidly  flowing  water.  Aquatic 
invertebrate  "dingers"  are  sensitive  to  fine  sediments  that  fill  interstices  between 
substrate  particles  and  eliminate  habitat  complexity.  Animals  that  occupy  the 
hyporheic  zones  are  included  in  this  group  of  taxa.  Expected  "dinger"  taxa 


richness  in  unimpaired  streams  of  western  Montana  is  at  least  14  (Bellman, 
unpublished  data). 

Number  of  long-lived  taxa.  Long-lived  or  semivoltine  taxa  require  more  than  a 
year  to  completely  develop,  and  their  numbers  decline  when  habitat  and/or  water 
quality  conditions  are  unstable.  They  may  completely  disappear  if  channels  are 
dewatered  or  if  there  are  periodic  water  temperature  elevations  or  other 
interruptions  to  their  Life  cycles.  Western  Montana  streams  with  stable  habitat 
conditions  are  expected  to  support  six  or  more  long-lived  taxa  (Bollman, 
unpublished  data). 


i 


RESULTS 

Habitat  assessment 

Figure  1  compares  habitat  assessment  results  for  the  two  sites  studied.  Breakdown 
of  total  scores  into  the  nine  evaluated  components  is  presented  in  Table  1. 

Figure  L  Total  habitat  assessment  scores,  expressed  as  percent  of  maximum,  for  two  sites  on  Siiields 
River,  August,  2000. 


McCloud  station 


Johnstone  station 


Habitat  assessments  indicate  that  conditions  contrasted  sharply  between  McCloud 
station  and  Johnstone  station.  Overall  assessment  at  McCloud  station  suggested  sub- 
optimal  conditions,  whereas  Johnstone  station  was  judged  to  have  marginal  habitat.  At 
McCloud  station,  all  but  one  of  the  instream  indicators  were  scored  optimally;  the 
exception  was  sediment  deposition,  since  some  point  bar  formation  was  noted.  In 
addition,  flow  status  was  judged  sub-optimal,  as  were  all  of  the  streambank  and  riparian 
indicators. 

In  contrast,  degradation  of  instream  habitats  was  indicated  by  the  assessment 
conducted  at  Johnstone  station.  Substrate  embeddedness  was  noted,  and  sediment 
deposition  was  judged  to  be  heavy.  The  investigator  detected  marginal  flow  status  at  this 
location.  Streambank  stability  and  vegetation  were  given  poor  scores,  and  the  riparian 
zone  was  noted  to  be  minimally  intact. 


4 


Table  4.  Stream  and  riparian  habitat  assessment:  Shields  River,  August  2000. 


Maximum 

possible 

score 

Location: 

McCloud 
station 

Johnstone 
station 

Parameter 

10 

Riffle  development 

9 

9 

10 

Benthic  substrate 

9 

6 

20 

Embeddedness 

16 

6 

20 

Channel  alteration 

20 

18 

20 

Sediment  deposition 

15 

4 

20 

Channel  flow  status 

14 

7 

10/10 

Bank  stability  (left/right) 

12 

4 

10/  10 

Bank  vegetation  protection 
(left/right) 

7/7 

2/2 

10/10 

Riparian  vegetation  zone  width 
(left/right) 

7/7 

2/2 

160 

TOTAL  SCORE 

123 

62 

PERCENT  OF  MAXIMUM: 

77 

39 

CONDITION' 

SUB- 
OPTIMAL 

MARGINAL 

'Optimal  >8I%,  Sub-Optimal  75-56%,  Marginal  49-29%,  Poor  <23%.  (Plafkin  et  al.  1989.) 


Bioassessment 

Aquatic  invertebrate  taxa  lists,  metric  results  and  other  information  for  each 
sample  are  given  in  the  Appendix.  Figure  2  compares  the  total  bioassessment  scores 
calculated  for  invertebrate  communities  collected  at  each  of  the  two  sites.  Breakdown  of 
scores  for  each  metric  calculated  from  Shields  River  invertebrate  samples  is  presented  in 
Table  5. 

Figure  2.  Total  bioassessment  scores,  expressed  as  percent  of  maximum,  for  two  sites  on  Shields  River, 
August  2000. 


McCloud  station 


Johnstone  station 


The  benthic  assemblage  sampled  at  McCloud  station  scored  maximal  values  for 
all  but  one  of  the  bioassessment  metrics,  resulting  in  a  total  score  indicating  excellent 
biotic  health.  Full  support  of  designated  uses  was  indicated.  The  percentage  of  filter- 
feeding  organisms  was  higher  than  expected  for  an  unimpaired  site.  At  Johnstone  station, 
on  the  other  hand,  mayfly  richness,  stonefly  richness  and  caddisfly  richness  were  all 
lower  than  expected  in  undisturbed  conditions,  and  no  sensitive  taxa  were  collected.  In 
addition,  a  large  proportion  of  sampled  organisms  were  tolerant,  and  a  large  proportion 
were  filter-feeders  The  total  bioassessment  score  calculated  for  the  assemblage  sampled 
at  this  site  indicated  moderate  impairment  of  biotic  health  and  partial  support  of 
designated  uses. 


Table  5.  Metric  values  and  bioassessments  for  Shields  River,  August  2000. 


Sites 

McCloud 

Johnstone 

station 

station 

Metric 

Ephemeroptera  richness 

8 

3 

Plecoptera  richness 

8 

1 

Trichoptera  richness 

9 

4 

Sensitive  taxa  richness 

5 

0 

Percent  tolerant  taxa 

3 

26 

Percent  filter-feeders 

9 

29 

Metric  scores 

Ephemeroptera  richness 

3 

1 

Plecoptera  richness 

3 

1 

Trichoptera  richness 

3 

2 

Sensitive  taxa  richness 

3 

0 

Percent  tolerant  taxa 

3 

1 

Percent  filter-feeders 

2 

0 

Total  score  (maximiun  =  18) 

17 

5 

Percent  of  maximum 

94 

28 

Use  support* 

FULL 

PARTIAL 

Impairment  classification' 

NON 

MOD 

1.  Classifications;  (NON)  non-impaired,  (SLI)  sUghUy  impaired,  (MOD)  moderately  impaired,  (SEV) 

severely  impaired.  See  Table  3b. 

*Use  support  designations;  See  Table  3a. 


Aquatic  invertebrate  communities 

Shields  River  at  McCloud  station  supported  a  benthic  assemblage  typical  of  a 
weatem  Montana  stream  with  little  disturbance.  The  community  was  diverse  (37  taxa 
were  present  in  the  sample)  and  most  functional  components  were  adequately 
represented.  Nine  percent  of  the  sampled  assemblage  were  fiher-feeders,  a  proportion 


elevated  slightly  above  that  expected  Most  of  the  filter-feeding  organisms  were  the 
caddisfly  Hydropsyche  sp.  This  finding  suggests  that  suspended  fine  organic  particulates 
were  plentifijl  in  this  reach,  perhaps  compromising  water  quality  to  a  slight  degree.  It  also 
correlates  with  the  finding  of  slight  streambank  instabiUty,  sub-optimal  riparian  zone 
integrity,  and  light  deposition  of  fine  sediments  noted  in  the  habitat  assessment.  The 
overall  affect  of  these  conditions  on  biotic  health,  however,  appears  to  be  very  slight. 
Eight  mayfly  taxa  and  a  low  biotic  index  value  (2  36)  suggest  that  water  quality 
perturbations  do  not  substantially  impair  biotic  health  in  this  reach  Excellent  large-scale 
habitat  is  indicated  by  the  high  number  of  stonefly  taxa,  among  them  were  the  sensitive 
shredder  Zapada  columbiatKi  and  the  perlid  Doroneuria  sp.,  which  is  also  sensitive  to 
many  types  of  habitat  disturbance  Long-lived  taxa,  including  three  different  species  of 
perlid  stoneflies  and  the  caddisfly  Arctopsyche  grandis  were  abundant,  indicating 
adequate  year-round  streamflow  and  no  periodic  disruptive  events.  The  presence  of  9 
caddisfly  taxa  and  18  "dinger"  taxa  suggests  that  the  slight  sediment  deposition  noted  by 
the  field  investigator  does  not  compromise  biotic  health  to  any  great  extent.  Predator  taxa 
were  abundant  and  diverse,  ten  taxa  comprised  16%  of  the  sampled  assemblage.  This 
suggests  good  instream  habitat.  Sixteen  percent  of  the  organisms  sampled  were 
shredders,  indicating  good  riparian  inputs  of  large  organic  material,  and  stream 
morphology  and  flow  conditions  adequate  for  retention  of  such  material 

At  Johnstone  station,  on  the  other  hand,  only  3  mayfly  taxa  were  represented  in 
the  sample,  and  the  biotic  index  value  (4.89)  was  considerably  higher  than  expected.  In 
addition,  33%  of  the  assemblage  were  midges.  These  findings  suggest  that  water  quality 
impairs  biotic  health  in  this  reach  of  Shields  River  Abundant  filter-feeders  (29°/o  of  the 
assemblage)  suggest  that  fine  suspended  organic  material  was  abundant  here,  and  may  be 
an  indication  of  poor  streambank  stability  and  associated  erosion,  heavy  sediment 
deposition,  and  embeddedness  of  benthic  substrates  noted  in  the  habitat  assessment.  No 
sensitive  taxa  were  present  in  the  sample  Only  two  predator  taxa  (1%  of  the  assemblage), 
most  of  them  the  tolerant  svn^t^y  Atherix  sp  ,  were  collected,  suggesting  monotonous 
substrates  and  poor  instream  habitat  quality.  Further,  4  caddisfly  taxa,  dominated  by  the 
sediment-tolerant  Hydropsyche  sp  ,  and  10  "dinger"  taxa  were  present  in  the  sample, 
indicating  that  sediment  deposition  limited  the  diversity  of  benthic  invertebrates  here. 
Only  20  unique  ta.xa  were  collected  A  single  shredder  taxa  was  present,  indicating  very 
limited  riparian  contribufions  of  large  organic  material. 

CONCLUSIONS 

•  With  the  exception  of  a  slightly  elevated  filter- feeder  component  to  the 
assemblage,  the  benthic  invertebrates  at  the  McCloud  station  indicate  essentially 
unimpaired  biotic  health  Increased  filter-feeders  may  indicate  excessive 
suspended  fine  organic  particulates,  which  in  this  reach  of  Shields  River  may  be  a 
consequence  of  some  degree  of  streambank  instability  and  associated  erosion. 

•  Both  water  quality  perturbations  and  habitat  degradation  appear  to  impair  biotic 
health  at  the  Johnstone  station.  Impairment  was  classified  as  "moderate",  but  the 
score  was  very  low  Metric  performance  and  taxonomic  composition  of  the 
assemblage  suggested  that  water  quality  was  impaired  by  nutrient  and/or  organic 
enrichment.  Habitat  degradation  appears  to  have  resulted  in  heavy  fine  sediment 
deposition  with  the  resultant  loss  of  instream  habitat 


•     The  relationship  between  habitat  assessment  scores  and  bioassessment  scores 
suggests  that  neither  water  quality  nor  habitat  degradation  limited  biotic  health  at 
McCloud  station.  However,  both  habitat  degradation,  and,  to  a  lesser  extent, 
diminished  water  quality  combined  to  impair  integrity  at  Johnstone  station.  Figure 
3  illustrates  these  relationships.  The  point  representing  McCloud  station  lies  high 
in  the  upper  right  quadrant  of  the  graph,  where  its  high  habitat  assessment  score  is 
coupled  with  a  high  bioassessment  score.  In  contrast,  the  point  representing 
Johnstone  station  lies  slightly  below  a  line  describing  the  expected  relationship 
between  habitat  and  biotic  health  when  water  quality  is  unimpaired. 

Figure  3.  Total  bioassessment  scores  plotted  against  habitat  assessment  scores  for  two  sites  on  Shields 
River,  August  2000.  The  red  line  describes  the  hypothetical  relationship  expected  when  water  quality  is 
good  and  biotic  health  is  determined  predominantly  by  habitat  quality  (Barbour  and  Stribling  1991). 


100 
90 
80 
70 
60 
50 
40 
30 
20 
10 


TT 


10 


20 


— I — 
30 


i 


40  50  60 

Habitat  assessment  score 


70 


80 


90 


-McCloud  station      O     Johnstone  station 


LITERATURE  CITED 

Barbour.  M  T..  J  B  Stribling  and  JR.  Karr.  1995  Multimetric  approach  for  establishing  biocriteria  and 
measuring  biological  condition  Pages  63-79  in  W.S.  Davis  and  T.P  Simon  (editors)  Biological  Assessment 
and  Criteria:  Tools  for  Water  Resource  Planning  and  Decision  Making.  Lewis  Publishers.  Boca  Raton. 

Barbour.  M.T.  and  J.B.  Stribling  1991   Use  of  habitat  assessment  in  evaluating  the  biological  integrit>'  of 
stream  communities  In:  Biological  Criteria:  Research  and  Regulation  Proceedings  of  a  S>Tnposium.  12- 
13  December  1990,  Arlington,  Virginia.  EPA-440-5-9 1-005.  U.S.  Environmental  Protection  Agency, 
Washington.  DC. 

BoUman.  VV  1998.  lmpro\ing  Stream  Bioassessment  Methods  for  the  Montana  Valleys  and  Foothill 
Prairies  Ecoregion  Unpublished  Master's  Thesis  University  of  Montana.  Missoula,  Montana. 

Bukantis,  R.  1997.  Rapid  bioassessment  macroinvertebrate  protocols:  Sampling  and  sample  analysis 
SOP'S  Working  draft,  1998.  Montana  Department  of  Environmental  Quality.  Planning  Prevention  and 
Assistance  Division.  Helena,  Montana. 

Fore,  L.S..  JR.  Karr  and  L.L.  Conquest.  1994.  Statistical  properties  of  an  inde.x  of  biological  integrity  used 
to  evaluate  water  resources.  Canadian  Journal  of  Fisheries  and  Aquatic  Sciences.  51:  1077-1087 

Fore,  L  S..  JR.  Karr  and  R.W  Wisseman.  1996.  Assessing  invertebrate  responses  to  human  activities: 
evaluating  alternative  approaches.  Journal  of  the  North  American  Benlhological  Society  15(2):  2 12-23 1. 

HilsenhofF,  W.L.  1987.  An  improved  biotic  index  of  organic  stream  pollution.  Great  Lakes  Entomologist. 
20:  31-39. 

Hynes.  H  B  N.  1970   The  Ecology  of  Running  Haters.  The  University  of  Toronto  Press.  Toronto. 

Kleindl,  W.J   1995  A  benthic  index  of  biotic  integrit\-  for  Puget  Sound  Lowland  Streams,  Washington, 
USA.  Unpublished  Master's  Thesis  University  of  Washington,  Seattle.  Washington. 

Omermk  J.M.  1997.  Level  Ill-Level  IV  ecoregions  of  Montana.  Unpublished  First  Draft.  August,  1997. 

Patterson,  A.J.  1996.  The  effect  of  recreation  on  biotic  integrity  of  small  streams  in  Grand  Teton  National 
Park.  Unpublished  Master's  Thesis  University  of  Washington,  Seattle.  Washington 

Plafkin.  J  L  .  M  T.  Barbour,  K.D.  Porter,  S  K.  Gross  and  R.M.Hughes  1989.  Rapid  Bioassessment 
Protocols  for  Use  in  Streams  and  Rivers.  Benthic  Macroinvertebrates  and  Fish.  EPA  440-4-89-001.  OfBce 
of  Water  Regulations  and  Standards,  US.  Environmental  Protection  Agency,  Washington,  DC. 

Rossano,  EM.  1995.  Development  of  an  inde.x  of  biological  integrity  for  Japanese  streams  (IBI-J). 
Unpublished  Master's  Thesis.  University  of  Washington,  Seattle,  Washington. 

Wisseman,  R.W.  1992.  Montana  rapid  bioassessment  protocols.  Benthic  invertebrate  studies,  1990. 
Montana  Reference  Streams  study.  Report  to  the  Montana  Department  of  Environmental  Quality.  Water 
Quality  Bureau.  Helena.  Montana. 

Barbour,  M  T.  and  J.B.  Stribling.  1991.  Use  of  habitat  assessment  in  evaluating  the  biological  integrit)'  of 
stream  commumties.  In:  Biological  Criteria:  Research  and  Regulation.  EPA-440-5-9 1-005.  U.  S. 
Environmental  Protection  Agency,  Office  of  Water,  Washington,  DC. 


i 


APPENDIX 

Aquatic  invertebrate  taxonomic  and  metric  data, 
Shields  River,  August  2000. 


Aquatic  Macroinvertebrate  Taionomic  Data 

Site  NamerShields  River 
Site  ID:  Johnstone  station 
Taion 


9/19/00 


Approx.  percent  of  sample  used:  6 
Quantity  Percent 


Amiocentrus  aspilus 
Brachycentrus  occidentalis 
Hydropsyche  sp 
Lepidostoma  sp -sand  case  larvae 


Cncotopus  sp, 

Eukieffenella  Pseudomontana  Gr. 

Microtendipes  sp 

Orthocladms  sp 

Tvetenia  sp 


HBI 


FFG 


Physidae 
Acari 

32 
3 

9,76 
0,91 

8 

5 

CG 
PA 

Total  Misc.  Taxa 

35 

10.67 

Ephemerellidae  -  early  instar 
Rhithrogena  sp. 
Triconthodes  minutus 

1 
1 

1 

030 
0,30 
0,30 

1 
0 
4 

CG 
SC 
CG 

Total  Ephemeroptera 

3 

0.91 

Skrwala  sp- 

I 

0,30 

2 

PR 

Total  Plecoptera 

1 

0.30 





14 

4,27 

3 

CG 

1 

0.30 

1 

OM 

95 

28.96 

4 

CF 

18 

5.49 

1 

SH 

Total  Trichoptera 

128 

39.02 

\iicroc\ltoepiis  sp. 
Optioservus  sp. 

Zaitze\'ia  sp. 

1 

37 

9 

0.30 
11.28 

2.74 

7 
4 
4 

SC 
SC 
CG 

Total  Coleoptera 

47 

14.33 

Athenx  sp 
Antocha  sp, 

3 

1 

0.91 
0,30 

4 
3 

PR 
CG 

Total  Diptera 

4 

1.22 

1 

3.35 

7 

CG 

5 

1.52 

8 

OM 

2 

0.61 

6 

CG 

»1 

27.74 

6 

CG 

1 

030 

5 

CG 

Total  Chironomidae 


110 


33.54 


Grand  Total 


328 


100.00 


Aquatic  Macroinvertebrate  Summary  Data 

9/19/00 


Site  Name:  Shields  River 


Site  ID:  McCloud  station 


TOTAL  ABUNDANCE 
Ephemeroptera  +  Plecoplera  + 
Trichoptera  (EPT)  abundance 

TOTAL  NUMBER  OF  TAXA 
Number  EPT  taxa 

TAXONOMIC  GROUP  COMPOSITION 


322 

264 

37 
24 


GROUP 

Misc.  Taxa 

Odonata 

Ephemeroptera 

Plecoptera 

Hemiptera 

Megaloptera 

Trichoptera 

Lepidoptera 

Coleoptera 

Diptera 

Chrionomidae 


#TAXA       ABUNDAN  PERCENT 


2 

2 

0.62 

0 

0 

0.00 

8 

80 

24.84 

8 

49 

15.22 

0 

0 

0.00 

0 

0 

0.00 

8 

135 

41.93 

0 

0 

0.00 

3 

10 

3.11 

3 

6 

1.86 

5 

40 

12.42 

CONTRIBUTION  OF  DOMINANT  TAXA 

TAXON  ABUNDANCE 

Glossosoma  sp. 

Cinygmula  sp. 

Lepidostoma  sp.-sand  case  larv. 

Hydropsyche  sp. 

Orthocladius  sp 

SUBTOTAL  5  DOMINANTS 

Zapada  cinctipes 

Rhithrogena  sp 

Hesperoperla  pacifica 

Arctopsyche  grandis 

Brachycentrus  americanus 

TOTAL  DOMINANTS 


SAPROBIC  INDICES 
HilsenhofFBiotic  Index 


CE  : 

PERCENT 

41 

12.73 

38 

11.80 

28 

8.70 

27 

8.39 

23 

7.14 

157 

48.76 

22 

6.83 

16 

4.97 

14 

4.35 

12 

3.73 

10 

3.11 

231 

71.74 

2.36 


RATIOS  OF  TAX  GROUP  ABUNDANCES 
EPT/Chironormdae 


6.60 


FUNCTIONAL  FEEDING  GROUP  (FFG)  COMPOSITION 


GROUP 

Predator 

Parasite 

Collector-gatherer 

Collector-filterer 

Macrophyte-herbivore 

Piercer-herbivore 

Scraper 

Shredder 

Xylophage 

Omnivore 

Unknown 


RATIOS  OF  FFG  ABUNDANCES 
Scraper/Collector-filterer 
Scraper/( Scraper  +  C  filterer) 
Shredder/Total  organisms 


#TAXA       ABUNDAN  PERCENT 


10 

52 

16.15 

0 

0 

0.00 

15 

63 

19.57 

2 

29 

9.01 

1 

5 

1.55 

1 

9 

2.80 

4 

103 

31.99 

3 

51 

15.84 

0 

0 

0.00 

1 

10 

3.11 

0 

S 

0 

0.00 

3.55 
0.78 
0.05 

DIVERSrrY  MEASURES 
Shannon  H  (loge) 
Shannon  H  (Iog2) 
Evenness 
Simpson  D 


2.68 
3.87 
0.74 
0.06 


COMMUNITY  VOLTINISM  ANALYSIS 
TYPE  ABUNDANCE   PERCENT 

Multivoltme  40  12.42 

Univoltine  224  69.57 

Semivoltine  58  18.01 


Tolerant 

Intolerant 

dinger 


#TAXA        ABUNDANCE  PERCENT 
2  10  311 

6  24  7.45 

18  198  61.49 


Aquatic  Macroinvertebrate  TaxoDomic  Data 


Site  Name:  Shields  River 


9/19/00 


Site  ED:  McCloud  station 
Taxon 

Approx.  percent 
Quantity 

of  sample  used: 
Percent 

17 

HBI 

FFG 

Polycelis  coronata 
Nais  vanabilis 

1 

1 

0.31 
0.31 

4 
8 

CG 
CG 

Total  Misc.  Taxa 

2 

0.62 

Baetis  tricaudatus 
Diphetor  hageni 
Caudatella  helerocaudala 
Drunella  doddsi 
Drunella  grandis 
Ephemerella  sp. 
Cinygmula  sp. 
Rhithrogena  sp 


2 
1 
4 
6 
4 
9 
38 
16 


0.62 
031 
1.24 
1.86 
1.24 
2.80 
II  80 
4.97 


CG 
CG 
CG 
CG 
CG 
CG 
SC 
SC 


Total  Epbemeroptera 


80 


24.84 


Sweltsa  sp 
Zapada  cwctipes 
Zapada  columbiana 
Claassenia  sabulosa 
Doroneuria  sp 
Hesperoperla  pacifica 
Perlodidae-early  instar 
Skwala  sp 


2 
22 
1 
2 
4 
14 
2 
2 


0.62 
683 
0.31 
0.62 
1  24 
4,35 
0,62 
0,62 


PR 
SH 
SH 
PR 
PR 
PR 
PR 
PR 


Total  Plecoptera 


49 


15.22 


Arctopsyche  grandis 
Brachycentrus  amencamis 
Micrasema  sp 
Glossosoma  sp 
Hydropsyche  sp 

Lepidosloma  sp.-sand  case  larvae 
Rhyacophila-early  mslar 
Rhyacophila  Brunnea  Gr 
Rhyacophila  Coloradensis  Gr. 


Cricotopus  nostococtadius 

Micropsectra  sp 

Orthocladius  sp 

Pa  gas  ti  a  sp 

Tvetenia  sp 


12 

10 

5 

41 

27 

28 

1 

6 

5 


3,73 
3  11 
1.55 
12  73 
839 
8.70 
0,31 
1.86 
1  55 


9 

1 

23 

6 


2.80 
0.31 
7,14 
1  86 
0,31 


PR 
OM 
MH 
SC 
CF 
SH 
PR 
PR 
PR 


Total  Trichoptera 

135 

41.93 

Heterlimnnis  sp 
Narpus  sp 
Optioservus  sp 

1 
1 
8 

0.31 
0.31 
2.48 

4 
4 
4 

CG 
CG 
SC 

Total  Coleoptera 

10 

3.11 

Simulium  sp 
Anlocha  sp 
Hexatoma  sp 

2 
2 
2 

0.62 
0,62 
0,62 

6 

3 
2 

CF 
CG 

PR 

Total  Diptera 

6 

1.86 

3 

PH 

7 

CG 

6 

CG 

1 

CG 

5 

CG 

Total  ChiroDomidae 


40 


12.42 


Grand  Total 


322 


100.00 


Aquatic  Macroinvertebrate  Summary  Data 

9/19/00 


Site  NameiShields  River 


Site  ID:  Johnstone  station 


TOTAL  ABUNDANCE 
Ephemeroptera  +  Plecoptera  + 
Trichoptera  (EPT)  abundance 

TOTAL  NUMBER  OF  TAXA 
Number  EPT  laxa 

TAXONOMIC  GROUP  COMPOSITION 


328 

132 

20 
8 


GROUP 

Misc.  Taxa 

Odonata 

Ephemeroptera 

Plecoptera 

Hemiptera 

Megaloptera 

Trichoptera 

Lepidoptera 

Coleoptera 

Diptera 

Chrionomidae 


#TAXA       ABUNDAN  PERCENT 


2 

35 

10.67 

0 

0 

0.00 

3 

3 

0.91 

1 

1 

0.30 

0 

0 

0.00 

0 

0 

0.00 

4 

128 

39.02 

0 

0 

0.00 

3 

47 

14.33 

2 

4 

1.22 

5 

110 

33.54 

CONTRIBUTION  OF  DOMINANT  TAXA 

TAXON  ABUNDANCE 

Hydropsyche  sp 

Orthocladius  sp 

Optioservus  sp. 

Physidae 

Lepidostoma  sp.-sand  case  larv. 

SUBTOTAL  5  DOMINANTS 

Amiocentrus  aspilus 

Chcolopus  sp. 

Zaitzevia  sp. 

Eukiefferiella  Pseudomontana  C 

Acan 

TOTAL  DOMINANTS 


SAPROBIC  INDICES 
Hilsenhoff  Biotic  Index 


;cE  : 

PERCENT 

95 

28.96 

91 

27.74 

37 

11.28 

32 

9.76 

18 

5.49 

273 

83.23 

14 

4.27 

11 

3.35 

9 

2.74 

5 

1.52 

3 

091 

315 

9603 

4.89 


RATIOS  OF  TAX  GROUP  ABUNDANCES 
EPT/Chironorrudae 


1.20 


FUNCTIONAL  FEEDING  GROUP  (FFG)  COMPOSITION 

GROUP  #TAXA       ABUNDAN  PERCENT 

Predator 

Parasite 

Collector-gatherer 

Collector-filterer 

Macroph>1e-herbivore 

Piercer-herbivore 

Scraper 

Shredder 

Xylophage 

Ommvore 

Unknown 

RATIOS  OF  FFG  ABUNDANCES 
Scraper/Collector-filterer 
Scraper/(Scraper  +  C  filterer) 
Shredder/Total  organisms 


2 

4 

1.22 

1 

3 

0.91 

0 

163 

49.70 

1 

95 

28.96 

0 

0 

0.00 

0 

0 

0.00 

3 

39 

11.89 

1 

18 

5.49 

0 

0 

0.00 

2 

6 

1.83 

0 

0 

0.00 

0.41 
0.29 
0.02 

DFVERSrrY  MEASURES 
Shannon  H  (loge) 
Shannon  H  (log2) 
Evenness 
Simpson  D 


1.66 
2.39 
0.55 
0.16 


COMMUNITY  VOLTINISM  ANALYSIS 
TYPE  ABUNDANCE  PERCENT 

Multivoltine  109  33  31 

Umvoltine  171  52.06 

Semivoltine  48  14.63 


Tolerant 
Intolerant 
C  linger 


#TAXA        ABUNDANCE  PERCENT 

6  85  25.91 

0  0  000 

10  171  52.13