BLM LIBRARY

88070106

SURVEY PROTOCOLS FOR SURVEY & MANAGE
CATEGORY A&C LICHENS

IN THE NORTHWEST EOREST PLAN AREA

Bryoria tortuosa (G. Merr.) Brodo & D. Hawksw.
Leptogium cyanescens (Rabenh.) Korber
Lobaria oregana (Tuck.) Miill.

Niebla cephalota (Tuck.) Rundel & Bowler
Platismatia lacunosa (Ach.) Culb. & C. Culb.
Ramalina thrausta (Ach.) Nyl.

Teloschistes flavicans (Sw.) Norman
Usnea longissima Ach.

!

Usnea longissima Ach.

Version 2.1 (2003)

QK

587.5

.N67

U55

2003

By: Chiska Derr, Richard Helliwell, Andrea Ruchty,
Lisa Hoover, Linda Geiser, David Lebo & John Davis

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BLM/OR/W A/PL-02/045+1 792

All photographs used in this document are copyrighted © by Sylvia and Stephen Sharnoff and are
used with their permission.

TABLE OF CONTENTS

INTRODUCTION 5

SECTION I: SURVEY PROTOCOLS 5

I. SURVEY METHODS 5

A. Pre-field Review /Trigger for Survey 5

B. Field Survey 6

C. Extent of Surveys 7

D. Timing of Surveys 8

E. Determination of Habitat Disturbing Activities with

Significant Negative Effects 8

II. DATA COLLECTION AND DOCUMENTATION 9

A. Documenting the Presence of a Target Lichen Species 9

B. Vouchering and Species Verification 10

C. Monumenting a I^own Site 11

D. Documenting the Non-Detection of a Target Lichen Species 12

III. DATA MANAGEMENT 12

A. Data Storage and Quality Assurance 12

IV. SURVEYOR QUALIFICATIONS AND SKILLS 12

SECTION II: SPECIES INFORMATION 15

I. Bryoria tortuosa (G. Merr.) Brodo & D. Hawksw. 17

II. Leptogium cyanescens (Rabenh.) Korber 21

III. Lobaria oregana (Tuck.) Miill 27

IV. Niebla cephalota (Tuck.) Rundel & Bowler 33

V. Platismatia lacunosa (Ach.) Club. & C. Culb 37

VI. Ramalina thrausta (Ach.) Nyl 43

VII. Teloschistes flavicans (Sw.) Norman 49

VIII. Usnea longissima Ach 53

IX. References 57

APPENDICES

Appendix A. Lichen & Bryophyte Species Location Field Form & Instructions 61

Appendix B. Lichen & Bryophyte General Survey Field Form & Instructions 69

Appendix C. Lichen & Bryophyte Collection Packet Form for Voucher

Specimens 75

Appendix D. Jan. 9, 2002 Memo: Centralized Process to Identify / Verify

Survey & Manage Specimens Collected While
Conducting Surveys 79

LIST OF FIGURES

Figure 1. Example of a Complete Survey 6

Figure 2. Example of an Intuitive-Controlled Survey 7

Figure 3. Bryoria tortuosa 20

Figure 4. Bryoria fremontii 20

Figure 5. Bryoria tortuosa pseudocyphellae 20

Figure 6. Leptogium cyanescens 24

2003 Survey Protocols for Category A&C Lichens

Figure 7. Leptogium lichenoides 24

Figure 8. Leptogium californiciim 25

Figure 9. Leptogium polycarpum 25

Figure 10. Leptogium subaridum 25

Figure 11. Lobaria oregnna 30

Figure 12. Lobaria hallii 30

Figure 13. Lobaria linita 30

Figure 14. Lobaria pulmonaria 31

Figure 15. Lobaria scrobiculata 31

Figure 16. Veins on Peltigera ponojensis 31

Figure 17. Pseudocyphellaria rainierensis 31

Figure 18. Niebla cephalota 36

Figure 19. Evernia prunastri 36

Figure 20. Ramalina farinacea 36

Figure 21. Platismatia lacunosa 40

Figure 22. Cetrelia cetrarioides 40

Figure 23. Parmotrema arnoldii 40

Figure 24. Platismatia glauca 41

Figure 25. Platismatia norvegica 41

Figure 26. Platismatia stenophylla 41

Figure 27. Ramalina thrausta 47

Figure 28. Ramalina menziesii 47

Figure 29. Teloschistes flavicans 51

Figure 30. Teloschistes exilis 51

Figure 31. Usnea rubicunda 51

Figure 32. Usnea longissima 56

INTRODUCTION

2003 Survey Protocols for Category A& C Lichens

This protocol provides a general overview of survey methods and
requirements for the eight lichen species covered by this protocol. In Section
I, a procedure is outlined that describes the circumstances that would trigger
a need for survey Survey methods, data collection, documentation,
vouchering, and specimen verification procedures are also described. Section
II provides the specific habitat and range information for individual species
that should be used to focus survey efforts. Section II also provides detailed
descriptions of each species including key identification features and how to
distinguish them from similar-appearing lichens. The Standards and
Guidelines for Amendments to the Survey and Manage Protection Buffer, and
other Mitigation Measures Standards and Guidelines (USD A & USDI 2001)
provide the basis for this protocol and pages 21-26 should be reviewed for
background or additional guidance.

This survey protocol was prepared by the Lichen Taxa Team: Ghiska Derr,
Regional Interagency Lichen Taxa Expert, Richard Helliwell, Bryophyte and
Lichen Taxa Lead, and John Davis, Linda Geiser, Lisa Hoover, David Lebo,
and Andrea Ruchty, Lichen Taxa Team members. Comments, corrections, or
additional information should be addressed to the current Lichen Taxa Lead.

SECTION 1: SURVEY PROTOCOLS

I. SURVEY METHODS

A. Pre-field Review / Trigger for Survey

A project will require survey for Category A or C species if ajl three of the
following criteria are met:

1. The project lies within the known or suspected range for the species.

2. The project lies within, or could affect, suitable habitat for the species.

3. The project has the potential to cause a significant negative effect on the
species habitat or the persistence of the species at the site.

The range and habitat for each species is described in Section 11 of this
document. In most cases, the range is necessarily general, conforming to the
physiographic provinces described in the Record of Decision (USDA & USDI
2001). The range should be further refined by field units, using the habitat
information provided for each species. Information on range and habitat
represents the best available information to date. Additional surveys may
modify this information in time, with range changes addressed during the
Annual Species Review process. The survey requirement in the expanded
range would apply to NEPA decisions or other decision documents signed in
the calendar quarter following the first full survey season (USDA & USDI 2001,
Standards & Guidelines p. 24).

The regional interagency lichen taxa expert is available to answer questions
regarding range and habitat requirements of individual species. It is, however,
ultimately the responsibility of the field unit, rather than the taxa expert, to determine
whether survey is required in specific situations. The person on the field unit making
this assessment must meet the qualifications described in Section IV.

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2003 Survey Protocols for Category A & C Lichens

Habitat-disturbing types of activities are briefly addressed in Section E.
Habitat-disturbing activities are not necessarily the same as ground-
disturbing. A disturbance that is likely to have a "significant negative impact
on the species' habitat, its life cycle, microclimate, or life support
requirements" would qualify as a habitat-disturbing activity. "The
evaluation of the scale, scope, and intensity of the anticipated negative
impact of the project on habitat or life recjuirements should include an
assessment of the type, timing, and intensity of the disturbing activity"
(USDA & USDl 2001, Standards & Guidelines p. 22).

If no survey is recjuired because the project did not meet one or more of the
criteria listed above, then that should be documented along with a brief
discussion of the reasons why.

B. Field Survey

The primary objective of a pre-disturbance survey is to identify locations of
species that could be adversely affected by a project. However, there is
tremendous benefit to gathering sufficient ecological data at new sites to
allow for further assessment of habitat requirements, including late-
successional/ old-growth (LSOG) association. Ecological data can be used in
the design of project mitigation as well as during the Armual Species Review
process. These data are also useful in modification of future Management
Recommendations and Survey Protocols.

Surveys should be conducted in such a manner as to ensure a high likelihood
of locating the species where there is suitable habitat within the range of the
species. Depending upon the size of the proposed project area, use one of the
following two survey methods:

1. Complete Survey

For small areas of one hectare (2.47 acres) or less conduct a complete survey.

A complete survey involves a 100 percent visual examination of the proposed
project area (Figure 1). Distance between survey lines should be close
enough to maintain sight distance between transects.

Figure 1. Example of a Complete Survey. Distance between survey lines
would depend upon sight distance.

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2003 Survey Protocols for Category A& C Lichens

2. Intuitive-Controlled Survey

For large areas (greater than one hectare) it can be more difficult to determine
from the pre-field review the extent and distribution of the suitable habitat
for a species. For this reason, an intuitive-controlled survey is conducted on
large areas. This survey method requires that the surveyor(s) be
knowledgeable enough of the species and its habitat to distinguish areas of
likely habitat on the ground. Enough of the proposed project area is
traversed that all the major habitats and topographic features have been, at
least briefly, investigated (Figure 2). Any suitable habitat that is found
receives a complete survey. The survey intensity should be thorough enough
to have a reasonable assurance of detecting the target species in atypical
habitat as well.

Figure 2. Example of an Intuitive-Controlled Survey. Shaded blocks
represent areas of suitable habitat.

C. Extent of Surveys

In either a complete or intuitive-controlled survey, if there is habitat adjacent
to the proposed project, and the proposed project could significantly affect
that habitat or the persistence of the species at the site, then that habitat
should be surveyed in addition to the proposed project area itself. For
example, some projects may affect microclimatic conditions immediately
adjacent to the project boundary. Although the effect of created forest edges
on microclimatic conditions has been the subject of much recent research,
impacts to individual species are poorly understood (Sillett 1994, Esseen &
Renhorn 1998, Hilmo & Holien 2002).

When surveying for epiphytic lichens, recently fallen lichen litter, trees and
branches should be investigated, however there is no requirement to climb
trees. Comparison of tree climbing and ground survey methods for Nephromn
occiilturn concluded that ground survey alone was an effective and more
efficient method than tree climbing alone. The primary drawback of using
only ground surveys is that it doesn't provide an accurate assessment of the
distribution of this species within the stand (Rosso et. al. 2000). All of the
epiphytes considered in this protocol can commonly be found in the lower
canopy or bole and shrubs as well as on litterfall. Although some people

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2003 Survey Protocols for Category A & C Lichens

have found them useful, the use of binoculars to search the upper canopy is
not considered to be a reliable survey method and does not allow for ready
collection or verification of vouchers.

D. Timing of Surveys

There is no seasonal restriction on the implementation of this protocol.
Lichens are present and identifiable year-round. They can be surveyed for
any time, although they tend to be more common in litterfall following storm
events. Size, color, and texture all vary depending on the hydration level of
the lichen. Lichen color in particular can change dramatically depending on
whether the lichen is wet or dry, and surveyors need to be aware of and
consider these color changes. Also, lichens can increase dramatically in size
and texture when they are wet and fully hydrated, occasionally doubling or
more in size. Smaller individuals tend to curl up and become concealed by
tuffs of mosses or other lichens when they are dry, therefore survey intensity
during drier conditions needs to be more rigorous.

E. Determination of Habitat Disturbing Activities with
Significant Negative Effects

If a proposed project is determined to have a reasonable probability of being
within the range and habitat of a species then a determination should be
made whether “the project would cause a significant negative effect on the
species habitat or the persistence of the species at the site" (USDA & USDI
2001, Standards & Guidelines p. 22). The scale, scope, intensity, type and
timing of the project should also be included in the assessment process
(USDA & USDI 2001, Standards & Guidelines p. 22).

Because most lichens are sessile organisms that are highly dependent upon
their substrate and microclimate the “scale, scope, and intensity" may be very
local and still have significant negative affect upon species persistence at a
given site. Because of this, the scale or scope of a proposed project, in and of
itself, will only occasionally be limited enough to exclude survey based on
potential affect to organisms or their habitat. However, the scale and scope of
a proposed project can affect the likelihood of an area being occupied which
is one of the survey criteria for line officers to consider (USDA & USDI 2001,
Standards & Guidelines p. 22). That is to say, that all else being equal, a very
small area has a lower likelihood of being occupied than a large area.

Removal of trees in a second-growth stand could be an example of a situation
not requiring survey if the trees are considered to be only marginal habitat or
have a small likelihood of being occupied. On the other hand, removal of
only a few trees in a riparian old-growth stand, which are considered to have
a high likelihood of being occupied because of the quality of the habitat, may
potentially have a significant negative effect. This would particularly be true
if there are known sites of the species in the immediate area.

The type of a proposed project is more likely to be a consideration in
evaluating survey needs based on potential significant negative effect upon a
species. Since these species are all considered to be associated with late-
successional /old-growth forest, projects that would alter late-successional /
old-growth stands or specific old-growth components will trigger a need for
survey. This can be a difficult evaluation to make because the association
between lichens, particularly epiphytic lichens, and old-growth is complex.

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2003 Survey Protocols for Category A & C Lichens

Because epiphytic lichen association with old-growth stands is highly
complex it has been the subject of much study in recent years. Lichens differ
in their old-growth association from some wildlife species in that their
dispersal mechanisms, though typically varied and abundant, do not allow
them to move very far (Silleft et. al. 2000a, Keon & Muir 2002). McCune
(1993) described a vertical gradient of epiphytic lichen and bryophyte species
within forest canopies of different ages. He found that as stands age,
functional groups of lichens (alectorioid, cyanolichens, and ofhers) and
bryophytes fend to migrate upward in the canopy. Since old-growth
dependent lichens do not readily migrate to suitable habitat, they are
dependent upon remnants and temporal substrates, sometimes called "hot
spots", to bridge the gaps. These "hot spots" include wolf trees, old shrubs,
hardwoods, and canopy gaps (Neitlich & McCune 1997). Hot spots need to
be considered for individual species when evaluating the need for survey.

Young, dense stands of timber (<25 years-old) generally provide poor habitat
for these species. Activities, such as pre-commercial thinning, in stands this
young without old-growth remnants would not need to be surveyed. If old-
growth remnants are present in the stands, but would be unaffected by the
project, surveys would generally not be required. If old-growth remnants are
deemed to have a reasonable likelihood of being occupied and would be
impacted such that it would cause a significant negative effect upon species
persistence at the site, then survey should be conducted. Because epiphytic
lichens often have dispersal limitations (Keon & Muir 2002, Rosso et al. 2000,
Sillet et al. 2000b), habitat in stands older than 25 years but younger than 80
years will largely depend upon the presence of old-growth legacies,
particularly large, old trees in or immediately adjacent to the project area.

Timing of projects, in some cases, may be significant in determining whether
a project needs to be surveyed. For example, because lichens are sensitive to
air-borne pollutants, underburning around a potential site when lichens are
dormant (i.e. when conditions are very dry) may not be a significant effect
but underburning when they are moist could be if the scope of the project is
large enough.

Activities proposed in non-suitable habitat would not need to be surveyed.
Tree planting, manual noxious weed treatments, and rock quarry operations
(that do not involve quarry expansion) are examples of projects that normally
occur in non-habitat.

II. DATA COLLECTION AND DOCUMENTATION

A. Documenting the Presence of a Target Lichen Species

Sites should be documented in the field using the "Species Location Field
Form" (Appendix A) and Collection Packet Form (Appendix C). The form
should be filled ouf as completely as possible. For ease of data entry into
ISMS, observers need to be aware of the fields with "pick lists" in ISMS in
which only pre-established terms may be entered. A specimen should be
collected and sent to the interagency taxa expert for verificafion. See
Appendix D for fhe specimen verification policy.

To the degree practicable, the extent of each sife should be determined,
mapped, and marked in the field for future re-location. Because thalli of
Survey & Manage lichens may be variously scaftered throughout a stand,
defining the perimeter of a site can be challenging. In general, a minimum

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2003 Stirvc}/ Protocols for Category A & C Lichens

distance of 100 m between individuals has been used to define a site (USDA
& USDI 2001, Standards & Guidelines p. 71). In practice, observers will need
to use their best judgment to decide what distinguishes a site on the ground.
Thalli regularly distributed throughout relatively homogenous, contiguous
habitat should be considered a single site. Contiguous habitat is defined as
an area of suitable habitat with adequate substrates without barriers to
growth, reproduction, or dispersal of the species. In most cases, a forest road
would not qualify as a barrier while a clearcut or young stand lacking legacy
old-growth components would be a barrier for lichens. Where there are
multiple occurrences at a single location, a polygon connecting "nearby or
functionally contiguous detections" would comprise a single "occupied" site
(USDA & USDI 2001, Standards & Guidelines p. 83). Polygons outlining sites
should only connect multiple detections within functionally contiguous
habitat; they should not attempt to include all suitable or potential habitat in
the vicinity.

Accurately delineating the perimeters of the site and recording abundance
greatly increases the understanding of the biological significance of the
location. Abundance should be recorded using the ranking system on the
field form (see Appendix B).

B. Vouchering and Species Verification

All sites with sufficient numbers and / or biomass of a suspected Survey &
Manage lichen should have a voucher collection made and sent to the taxa
expert for verification (see Appendix D); a blank vouchering packet is
included in Appendix C. However, several factors need to be carefully
evaluated in determining when and how much material to voucher. In no
cases should a population be extirpated or threatened with extirpation by
over-collecting.

If the suspected Survey & Manage lichen is present as litterfall (loose on the
ground, on a fallen branch, or in a downed tree), collect voucher material
from the litterfall. Avoid samples that have begun to decompose.

If the suspected Survey & Manage lichen is fairly abundant at the site, collect
a small, representative sample that has enough diagnostic characteristics
present so it can be verified by the lichen taxa expert. Try to use the "one in
20 rule" when vouchering, meaning evaluate the number of individuals
present and leave enough so that a reproductive population remains.

Unless the lichen is obviously abundant at a site, always collect the smallest
sample possible while ensuring that there is enough material to correctly
identify the species. This can vary depending on species; a species with
many morphological characteristics will need a larger voucher than one that
only requires a chemical determination. However, be realistic about
vouchering, refraining from collecting mere fragments.

If only one thallus is encountered during the survey, increase the survey
intensity near that thallus. Look for more thalli in litterfall and on the same
substrate at locations in the survey area with similar habitat conditions.

If no more thalli can be located, consider the following to determine if it
should be collected:

a) 1 low does the site compare with other known sites for this species?

Are there sites nearby, or does this find represent a substantial range

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2003 Survey Protocols for Category A&C Lichens

extension? Is it a first record for the field unit? Is the habitat within the
suspected range of habitat characteristics, or is this habitat previously
unknown for the taxon? If there are other sites nearby, to the north and
south, in similar habitat, it may be appropriate to voucher. The lichen
taxa expert should be consulted to evaluate these considerations.

b) How big is the thallus? If it is sufficiently large, and is representative
of the suspected species, collect a small piece for the lichen taxa expert.
Collect enough material so that the taxa expert can either confirm the
species or say with certainty that it is not the species.

c) Flag the site without vouchering, and revisit with the lichen taxa
expert. The taxa expert may be able to do a field identification, or
determine conclusively that it is not the species in question. In some
instances, the taxa expert may identify someone else with expertise for
that particular taxon to visit the site.

d) If someone else with expertise for that particular taxon is identified by
the taxa expert to visit the site and he / she can't do a field identification,
have them evaluate the feasibility of collecting just enough material to
confirm identification and leave the rest. The authority will have the
expertise necessary to know if appropriate morphological characteristics
are present.

e) If a field identification is needed, consider documenting the site with
several digital photos.

In a situation where a species is locally well distributed, it may not be
necessary to collect from each individual site. In these cases, one collection
per section, or roughly every square mile, is generally adequate. Generally
this would only be the case with uncommon, as opposed to rare species. It is
recommended that a surveyor have at least one specimen of the target species
verified by the taxa expert before deciding not to collect additional vouchers
at nearby sites. Unusual, atypical, or otherwise uncertain specimens shouki
continue to be verified as necessary. The taxa expert is always available to
verify any collection of a potential Survey & Manage species upon request.

Standards for voucher verification are outlined in the Jan. 9, 2002 memo.
Centralized Process to Identify / Verify Survey and Manage Specimens
Collected While conducting Surveys (Appendix D.). Basically, these
standards state that all material will be vouchered (unless a situation like that
described above is encountered), these vouchers will be sent, along with
appropriate survey forms, to the lichen taxa expert for verification, and the
vouchers will be deposited with the appropriate regional herbarium. These
standards are to be followed at all times.

C. Monumenting a Known Site

A site should be adequately marked in the field so it can be relocated for at
least the next five years. If possible, the precise location should be recorded
using a GPS unit. The type of GPS unit should be noted on the field form
along with other information that would be useful in assessing the precision
of the reading. If a site is flagged, the color of flagging should be recorded
on the site form. Other markers that are occasionally used include plastic
flashers and tags, and pin flags. At least one unit has had success with
colored Tyvek signs labeled "PLANT SITE" that are stapled to adjacent trees.
Runoff from galvanized metal markers can damage or kill lichens and should

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2003 Survey Protocols for Category A & C Lichens

be avoided when possible. If they are used, make certain that they are not
directly above a thallus. If a site is in an area that may be difficult to relocate,
recording the distance and azimuth to a readily identifiable feature is
recommended.

D. Documenting the Non-detection of a Target Lichen Species

If no Survey & Manage species are encountered during the field survey then
lack of species detection should be documented by entering the required data
on the flora general survey form in the Interagency Species Management
System (ISMS). General Survey information to be documented includes:
where a survey was done, the date, by whom, and the species surveyed tor
including presence or absence (See Appendix B, General Survey Field Form).

III. DATA MANAGEMENT

A. Data Storage and Quality Assurance

Each administrative unit (National Forest or BLM District Office) is
responsible tor entering and managing data tor Survey & Manage species
locations on their unit. All data should be entered into the Interagency
Species Management System (ISMS) in a timely manner although records
should not be entered until the voucher is verified. Data entry is an integral
part of the survey protocol and needs to be factored into project planning and
budgeting. The designated data steward for each administrative unit is
responsible tor the quality and completeness of their survey data.

IV. SURVEYOR QUALIFICATIONS AND SKILLS

Personnel conducting surveys should have successfully completed an
accredited lichen course, the regional interagency lichen training, or the
Northwest Lichenologists or Region 6 air quality lichen monitoring
certification process. It is recommended that seasonal personnel doing lichen
surveys have the above training as well as permanent and year-round
employees. It is recognized that this may not always be possible so the Forest
or BLM District botanist will often have to be responsible for training and
evaluation of seasonals. It is always best to have less qualified personnel
working with trained or experienced surveyors until sufficient confidence
and proficiency is developed. As much as possible, surveyors should also
have the opportunity to see known sites of target species in the field.
Personnel conducting surveys for lichens need to be experienced with the
following:

• Skilled in the recognition and identification of the Category A and C
lichens and similar species, including:

- collection methods used for lichens,

- microscope and micro-dis.section techniques,

- safe u.se of chemical spot tests used in lichen identification,

- ability to distinguish different species that are often growing together,

- ability to use the dichotomous lichenological keys for the Pacific
Northwest.

• Experienced in field techniques to be able to locate and document the
locations surveyed for and occupied by Survey & Manage lichens;

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2003 Survey Protocols for Category A & C Lichens

• Education and/or experience in plant taxonomy and plant ecology
within the range of the Northwest Forest Plan;

• Ability to accurately identify associated species and characterize the
ecological conditions of the local population;

• Competence in off-trail navigation using topographic maps, compass,
and aerial photos; and

• Ability to perform surveys on steep, rugged, densely vegetated terrain.

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2003 Survey Protocols for Category A & C Lichens

SECTION II: SPECIES INFORMATION

I. Bryoria tortuosa (G. Merr.) Brodo & D. Hawksw.
II. Leptogium cyanescens (Rabenh.) Korber

III. Lobaria oregana (Tuck.) Miill.

IV. Niebla cephalota (Tuck.) Rundel & Bowler

V. Platismatia lacunosa (Ach.) Culb. & C. Culb.

VI. Ramalina thrausta (Ach.) Nyl.

VII. Telo schist es flavicans (Sw.) Norman
VIII. Usnea longissima Ach.

IX. References

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2003 Survey Protocols for Category A & C Lichens

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2003 Survey Protocols for Category A& C Lichens

I. Bryoria tortuosa (G. Merr.) Brodo & D. Hawksw.

A. Identification in the Field

Bryoria tortuosa (Figure 3) is a filamentous dull red-brown to dusky yellow-
brown, or occasionally bright greenish yellow lichen that looks like long,
matted auburn hair on the boles and branches of trees and shrubs, and on the
ground or other substrates it has fallen on or been blown onto. It often grows
intermingled with other Bryorias. Because of the presence of vulpinic acid, B.
tortuosa often has a greenish-yellow to chartreuse color from a distance. It
frequently has tiny greenish-yellow stripes (pseudocyphellae) that can be
visible with the naked eye or hand lens.

B. Technical Description

1. Morphology

Bryoria tortuosa is a pendent, filamentous lichen, 10-30 (- 40) cm long. The
color is dull, dark, reddish-brown to dusky yellow-brown, occasionally
becoming bright yellow in thalli having heavy concentrations of vulpinic
acid. Branching is mainly anisotomic dichotomous; angles between the
dichotomies are acute with frequent, slender, perpendicular side branches
arising from the axes. Branches are uneven in diameter, strongly twisted and
tortuous, foveolate and often flattened; 0.4-1 mm in diameter (Brodo et al.
2001). Spinules and isidia are absent; soredia are exceedingly rare (known
only from one specimen), and are bright yellow when present. The
conspicuous, yellow pseudocyphellae are diagnostic. Pseudocyphellae are
usually abundant, occasionally rare, bright yellow, linear or sometimes short
fusiform, slightly raised, twisting around filaments in long yellow spirals.
Pycnidia are unknown (Brodo & Hawksworth 1977, Brodo et al. 2001).

2. Chemistry

All spot tests are negative (Brodo & Hawksworth 1977), but vulpinic acid
may be extracted by acetone, leaving a visible vulpinic acid yellow color
around the rim of a spof plafe or on a piece of blotter paper.

3. Reproductive Structures

Bryoria tortuosa relies predominantly on thallus fragmentation, a form of
vegetative propagation, for reproduction and probably disperses effectively
over short distances (within a few hundred meters). It may be locally
abundant, and B. tortuosa can be the dominant epiphyte on trees in some
locations. Dispersal over long distance is poorly understood but, in general,
lichens that rely on thallus fragmentation produce many fewer propagules, of
much greater mass, than species with smaller, or specialized propagules (for
example, soredia or isidia). Apothecia are rare, lateral, with a raised,
persistent, thalline exciple; the disc is strongly yellow pruinose. Spores are
7.5-8. 7 X 4. 7-5.0 pm, 8 per ascus, and hyaline ellipsoid. Sexual reproduction
in B. tortuosa is presumably rare because of the rarity of apothecia. In very
rare cases, individuals may also propagate asexually by soredia (Brodo &
Hawksworth 1977).

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2003 Survey Protocols for Category A & C Lichens

4. Look-alikes

McCune and Geiser (1997) provide a user-friendly key for the Bryoria in the
Pacific Northwest, complete with a description of the technique for doing
chemical tests based on acetone extract. Goward (1999) also has good keys
that take a slightly different approach to the group, and include very useful
line drawings. Brodo et al. (2001) provide updated keys to all the Bryoria and
related species in North America, with a wealth of photographs. Brodo &
Hawksworth's monograph (1977) is the definitive technical treatment of all
Bryoria and related genera; this reference can be hard to locate.

Bri/oria fremontii (Figure 4); Specimens with low concentrations of vulpinic
acid or sparse pseudocyphellae may be easily confused with the closely
related species, B. fremontii. Bryoria fremontii may have yellow soredia
that could be mistaken at first glance for the yellow pseudocyphellae
(Figure 5) of B. tortiiosa. Thin-layer chromatography always reveals
vulpinic acid in B. tortiiosa, but it is only found associated with soralia
and apothecia in B. fremontii. Brodo & Hawksworth (1977) or White and
James (1985) can be consulted for thin layer chromatographic methods for
lichen substances. Vulpinic acid concentration varies considerably, and
pale and dark individuals often grow intermixed.

C. Range

The current known and suspected range of Bryoria tortiiosa in the Northwest
Forest Plan area includes all of Washington, Oregon and Northern California.
In some parfs of the Northwest Forest Plan area, namely parts of the Eastern
Washington and Oregon Cascades, and the Oregon Klamath Physiographic
Provinces, B. tortiiosa can be common and abundant in suitable habitat. To
date, there are no known sites in the Oregon Coast Physiographic Province,
however there is at least one site in the Willamette Valley, within a mile of the
Oregon Coast Physiographic Province boundary. This species is not yet
reported from the Western Washington and Western Oregon Physiographic
Provinces. Globally, B. tortiiosa occurs in western North America (Brodo &
Hawksworth 1977), and central Norway (Holien 1986).

In the Puget Trough area of Washington (Washington Western Lowlands
Physiographic Province), Bryoria tortiiosa is known from Deception Pass State
Park, Goose Hill, and Pt. Colville, Lopez Island, in BLM tract E (Island
County); Mt. Erie, Fidalgo Island, Phoebe Lake, and Cypress Island (Skagit
County); the University of Washington Pack Forest and along the White River
(Pierce County), and from state land in the Bald Hill Natural Area Preserve
(Thurston County). It is also known from three sites in the southern tip of the
Willamette Valley Physiographic Province. There are no known sites in the
Olympic Peninsula Physiographic Province reported in ISMS at this time,
although it may occur in drier areas influenced by the rain shadow effect. It
is known from a few sites on the Shasta-Trinity National Forest in the
California Klamath Physiographic Province, and from several sites in the
California Coast and California Cascades Physiographic Provinces that were
reported in the 1993 Known Site Database. Very few specific site locations are
listed, but there are historic sites from Siskiyou, Humboldt, Mendocino,
Modoc, Shasta and Plumas Counties. Two of the Humboldt records may not
be valid because there is reference in the database to the presence of white
p.seudocyphellae, which means this would not be B. tortiiosa.

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D. Habitat

2003 Survey Protocols for Category A & C Lichens

Generally speaking, Bryoria tortuosa grows on trees in well-lit, open stands,
most frequently on oaks and pines, although it has been collected on a large
variety of trees and shrubs (Brodo & Hawksworth 1977). It apparently
prefers the drier habitats of the Pacific Northwest, where it achieves its
greatest biomass in semi-open conifer stands in low-elevation transitional
areas between wet coastal forests and drier inland forests (McCune & Geiser
1997).

In the Olympic Peninsula, Western Washington Lowlands, Washington and
Oregon Western Cascades, and Oregon Coast Range Physiographic Provinces
of the Northwest Forest Plan area, B. tortuosa is found in several habitats at
low elevations. In the Puget Sound area it has been found on grand fir
(reported in Brodo & Hawksworth 1977, however they may have meant
Douglas-fir), ocean spray and other shrubs, and on shore pine. On Lopez
Island it occurs in the Olympics rain shadow, at Pt. Colville, near the town of
Richardson where annual precipitation is <19" per year (J. Harpel pers.
comm.). At the Bald Hill Natural Area Preserve, near Yelm, Washington, it
occurs on mock orange and Oregon white oak in an oak bald.

In the Willamette Valley Physiographic Province, it is known from three low
elevation sites west of Eugene, close to the Oregon Coast Physiographic
Province boundary. Although habitat information for these historic sites is
unknown, two of the sites are probably fairly dry since the vouchers were
collected from oaks; the third voucher was growing on the twigs of a huge
old yew tree, and there is no further habitat information. Bryoria tortuosa is
currently not known from the Sitka Spruce and Western Hemlock zones of
the Coast Range and western Cascades of Oregon and Washington, or the
high elevation areas dominated by true fir and mountain hemlock in the
Cascade Mountains.

In the Washington and Oregon Eastern Cascades Physiographic Provinces,
where it is more abundant and widespread, it occurs on conifers and
hardwoods in mid-elevation conifer stands where it receives a fair amount of
light. In southern Oregon, especially Jackson County, the species can be very
abundant and widespread, particularly in old (i.e. 100 years or more) fire-
suppressed white-leaf manzanita stands where it festoons the manzanita. It
also occurs on other hardwoods, Douglas-fir and ponderosa pine where
either manzanita is present or there is sufficient light.

Very little is known about B. tortousa's habitat requirements or distribution in
California. This species has been found a few times, on large "old-growth"
(fire suppressed) manzanita in chaparral habitat on the Shasta-Trinity
National Forest (S. Erwin, pers. comm.). While manzanita chaparral is
common in parts of the Klamath province, B. tortuosa's range and distribution
within this habitat is unknown. There is very little specific habitat data for
the California sites in the Known Site Database. The best information is from
a Shasta County site, near Burney, where it was found in a mixed stand of
Oregon white and black oak, ponderosa pine and manzanita. On the
Klamath National Forest, Siskiyou County, it was growing on a Douglas-fir in
an undescribed stand, and an additional site near Weaverville reported it
"hanging from trees". Two of the three records for Humboldt County note
that white pseudocyphellae were present, indicating these vouchers were not
B. tortuosa, but there is an additional record from Humboldt County, in an
unspecified habitat, in the database.

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Figure 4. Bryoria fremontii

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Figure 3. Bryoria tortuosa

Figure 5. Bryoria tortuosa pseudocyphellae

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II. Leptogium cyanescens (Rabenh.) Korber

A. Identification in the Field

Thalli of Leptogium cyanescens (Figure 6) can be difficult to spot, especially
when they are dry and shriveled. Look for thin, wrinkled, crispy tatters of
lead gray film clinging to branches and usually nestled among or on top of
moss. With a hand lens you may see finger-like gray isidia that seem
remarkably long. The edges of the lichen may be curled in on themselves, in
which case the underside, which may have little tufts of white hairs on it,
would be more obvious. If the site is moist, or it has recently rained, look for
a rubbery-textured dark lead gray lichen with isidia.

B. Technical Description

1. Morphology

Thallus foliose, smooth to occasionally slightly roughened, but not deeply
wrinkled; 1-5 cm in diameter, more or less flat, spreading, dark lead gray to
blue-gray, matt to shining. Lobes orbicular, 2-4 mm broad, margins entire to
dentate to isidiate or lobulate; isidia commonly abundant on the upper
surface, cylindrical (often branched) to clavate to lobulate, concolorous with
the thallus; thallus attached to substrate by scattered tufts of hairs (Brodo et
al. 2001, Jorgensen & James 1983, McCune & Geiser 1997, Sierk 1964).

2. Chemistry

Chemistry unknown; spot tests are not used with this genus.

3. Reproductive Structures

Apothecia uncommon, sessile to short stipitate on the upper surface of the
thallus, 0. 5-2.0 mm broad, disc slightly concave to plane to convex, light
brown to red-brown, thalloid exciple entire to isidiate, light gray to cream-
colored. Spores eight per ascus, monostichous to irregular, ellipsoid with
apices rounded to pointed, 18-23 X 6-10 microns, 3-septate transversely, 0-1-
septate longitudinally (Sierk 1964). This species also reproduces asexually by
the production of isidia, which are described above.

4. Look-alikes

McCune & Geiser (1997) provide a good key to the Leptogium of the Pacific
Northwest; Coward et al. (1994) also have a good key with line drawings of
distinguishing characteristics. The North American monograph for
Leptogium (Sierk 1964) is also valuable. Jorgensen has done extensive
taxonomic work with the genus (Jorgensen 1973, 1975, 1994, 1997; Jorgensen
& Coward 1994; Jorgensen & James 1983; Jorgensen & Tonsberg 1999). Color
photos of many Leptogium species are shown in the lichen guides
Macrolichens of the Pacific Northwest (McCune & Geiser 1997) and Lichens
of North America (Brodo et al. 2001).

The genus Leptogium can be challenging to identify to species, and positive
species identification sometimes requires microscopic examination of internal
thallus structure or spores. Interior thallus structure can be examined by
making thin-sections and observing them under a light microscope (McCune
& Geiser 1997). The interior of some thalli have a cellular structure

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(parenchyma-like) throughout; others are composed of loosely or compactly
interwoven hyphae (McCune & Geiser 1997). L. cyanescens has a thallus
interior with elongate, loosely interwoven hyphae. This characteristic may
sometimes help to distinguish the species from look-alikes.

Leptogium cyanescens is normally a straightforward species to identify, based
on its bluish-grey color and the presence of abundant elongate laminal isidia.
Nevertheless, stunted or young specimens with few isidia may be difficult to
distinguish from some other Leptogium look-alike species (see below).

Leptogium lichenoides (Figure 7), like L. cyanescens, has cylindrical isidia and an
internal thallus structure of loosely interwoven hyphae. However, L.
lichenoides is brownish in color and holds its lobes erect to form a cushion-
like thallus (in contrast to the more or less flat, spreading thallus of L.
cyanescens). Leptogium lichenoides lobes are more often wrinkled, isidia are
more often marginal, and red-brown, concave apothecia are fairly
common on the lobe surface. Leptogium lichenoides can be quite variable in
form but always has dissected lobes with isidiate or fringed margins
(McCune & Geiser 1997).

Leptogium californicurn (Figure 8) is reported to be similar in size to L.

cyanescens, but its isidia become partly flattened and lobulate at maturity
(Goward et al. 1994). However, McCune and Geiser (1997) state "the
separation of L. californicurn from L. lichenoides is unclear at present", and
Brodo et al. (2001) concur by saying "perhaps the species [L. californicurn]
should not be recognized as distinct".

Leptogium polycarpum (Figure 9) is distinguished by the presence of abundant,
partially sunken apothecia, absence of isidia, and a brownish-gray (to
reddish brown in exposed sites) color. When dry, the thallus is
conspicuously wrinkled. Leptogium polycarpum is also unique among
other local Leptogium species in producing asci with just four spores, in
contrast to the normal eight (Brodo et al. 2001, Goward et al. 1994,
Jorgensen & Goward 1994, McCune & Geiser 1997).

Leptogium subaridum (Figure 10) is similar to L. cyanescens in that it also

produces laminal, cylindrical to club-shaped isidia, but its upper cortex is
smooth to weakly wrinkled (a characteristic which can overlaps with L.
cyanescens's slightly roughened but not deeply wrinkled upper cortex),
and the thallus color is dark greenish-brown (as opposed to bluish gray).
This species tends to occur in more arid habitats than L. cyanescens, on soil
or mosses over soil or rock (Goward et al. 1994, Jorgensen & Goward
1994; McCune & Geiser 1997).

C. Range

The current known and suspected range of L. cyanescens in the Northwest
Forest Plan area is all Physiographic Provinces with the exception of the
California Cascades and Eastern Oregon and Washington Cascades
Physiographic Provinces. It is known from the Mount Baker-Snoqualmie
National Forest in Washington, and the Willamette, Umpqua and Siskiyou
National Forests and Roseburg District BLM in Oregon. It was recently
confirmed for Ntirthern California, where it was found on the Six Rivers
National Forest in the California Coast Range. It is not yet known from the
California Klamath Physiographic Province, where it could occur in suitable
moist habitat, most likely at higher elevations.

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Although Sierk (1964) considered L. cyanescens to be one of the most
abundant Leptogium species in North America, that statement is qualified by
McCune & Geiser (1997) who note that it is common in eastern North
America but rare in the Pacific Northwest. Globally, this is a temperate-
subtropical, widely distributed suboceanic species (Jorgensen & James 1983;
Krog 1968).

D. Habitat

Leptogium cyanescens was originally thought to be a riparian species (USDA &
USDI 1994, 2001). Recent information has revealed that the species has a
broader ecological amplitude, and occurs in mixed conifer and Douglas-fir
stands, and in maple and willow thickets in both riparian and upland
habitats.

In the Northwest Forest Plan area, L. cyanescens is rare on bark (especially tree
bases), rotten logs, and rocks (Brodo et al. 2001, McCune & Geiser 1997). This
species is found in the Western Hemlock and Pacific Silver Fir Zones from
1400-4600' elevation in mixed conifer stands, mature big leaf maple and
Douglas-fir stands (USDA 1998). On the Mount Baker-Snoqualmie National
Forest, it occurs at a cool moist site on vine maple at the toe of an old
avalanche chute that extends into an undisturbed old-growth stand near a
stream (E. Burnett pers. comm.). On the Willamette National Forest it occurs
at the base of a 4" diameter big leaf maple on an old skid road in a 41 year-
old Douglas-fir plantation at 2300' (A. Smith pers. comm.). On the Shasta-
Trinity National Forest it was found at about 4100' elevation in a stand of
predominantly mid-mature Douglas-fir and Oregon white oak where it was
growing in moss on an oak. The site is characterized as dry with a sparse
understory of salal beneath a 95% closed canopy. Apparently the high
canopy cover and northeastern exposure provide sufficient moisture for the
species. The rare occurrences of this species in British Columbia are reported
from trees at lower elevations in sheltered forests in humid intermontane
localities (Goward et al. 1994). In Southeast Alaska it is infrequent to
uncommon on alder and willow and rarely occurred on Sitka spruce in the
floodplains of the large, glacial mainland rivers (Geiser et al. 1998).

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Figure 6. Leptoghun cyanescens

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2003 Survey Protocols for Category A& C Lichens

Figure 8.

Leptogium

californicum

Figure 9.

Leptogium

poh/carpum

Figure 10.
Leptogium
subnridinu

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III. Lobaria oregana (Tuck.) Miill.

A. Identification in the Field

Lobaria oregana (Figure 11) is a distinctive, easily recognizable large yellowish
green lichen that is hard to mistake for anything else. Look for what appear
to be great big pieces of iceberg lettuce draped over conifer branches and
boles and scattered on the ground, especially following a storm event; in
California the pieces may not be as large as they are in other parts of its
range. The color of dry L. oregana is unlike that of any other lungwort
(Lobaria), with a dusty grey-green cast to it (Brodo et al. 2001). Biomass can
be quite high at some sites.

B. Technical Description

1. Morphology

Thallus foliose, large, mostly 5-20(30) cm broad, often becoming pendent
when large, lobes generally 1-5 cm broad. Upper surface greenish or
yellowish green (usnic acid present), with a shallow network of ridges
overall. Lower surface generally tomentose, often patchy-mottled or with a
dark network of furrows surrounding pale, less tomentose areas. Lobules
usually present that can be isidia-like and are mainly marginal. Primary
photobiont green but with a blue-green photobiont in internal cephalodia
that form very small warts on the lower and occasionally upper surface
(Brodo et al. 2001, McCune & Geiser 1997).

2. Chemistry

Medulla K-i-Y darkening to red, PD+O, C-, KC-. Contains stictic, constictic,
cryptostictic, norstictic, and usnic acids and one unknown (Brodo et al. 2001,
Goward et al. 1994).

3. Reproductive Structures

Lobaria oregana' s primary form of reproduction is asexual, through the
production of lobules that are occasionally isidia-like; these lobules are
mostly marginal and are also occasionally laminal. It occasionally reproduces
sexually through the production of apothecia, which are lecanorine
(surrounded by a rim that is the same color as the thallus) with reddish
brown disks. The apothecia of L. oregana are frequently parasitized by a non-
lichenized fungus, resulting in black apothecial disks.

4. Look-alikes

Brodo et al. (2001), McCune & Geiser (1997) and Goward et al. (1994) provide
good keys, descriptions and pictures of L. oregana and look-alikes. The Air
Quality Database (USDA 1998) contains a wealth of specific site habitat
information from hundreds of sites where L. oregana is found; most of these
sites are in Oregon and Washington.

Lobaria hallii (Figure 12) is much smaller than L. oregana, lacks lobules, and is a
blue-green color rather than grass green when wet. It also produces tiny
white hairs that may or may not persist on the tops of the lobe tips.

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Lobaria linita (Figure 13) looks more like L. pulmonaria than L. oregana, with a
thicker thallus and no lobules; like L. pulmonaria it turns lime green when
wet.

Lobaria pulmonaria (Figure 14) has a more deeply ridged thallus that usually
has abundant soredia along the ridges and lobe margins, and lacks
lobules; it turns bright lime green when wet. The thallus is also thicker,
and is aptly described by one of its common names, "monster skin".
Lobaria oregana looks more like iceburg lettuce than monster skin.

Lobaria scrobiculata (Figure 15) has the same growth form as L. oregana but
with a bluish coloration due to the cyanobacterial primary photobiont (L.
oregana has an algal primary photobiont with cyanobacteria confined to
internal cephalodia). The former almost never gets as large or has as
much biomass at a site as L. oregana.

Peltigera are large, foliose lichens with veins on the undersurface (Figure 16).
Sometimes the network of furrows on the underside of Lobarias are
mistaken for the veins of Peltigeras; it helps to remember that veins are
raised, while furrows are indented. Most species of Peltigera have
rhizines on the underside (sometimes reaching over 1cm in length);

Lobaria oregana is not rhizinate. Most Peltigeras are terrestrial, anchored to
their mossy substrates by rhizines; if Lobaria oregana is present on the
ground, it arrived there as litterfall from surrounding trees.

Pseudocyphellaria rainierensis (Figure 17) could be mistaken for L. oregana, or
(more likely) go unnoticed among the L. oregana it is often found with. P.
rainierensis has a slightly more bluish color, and a thinner, droopier thallus
that tends to have longer lobes. On closer inspection, it usually has
abundant lobules that tend to be smaller than those of L. oregana, and
always has small white raised blips (pseudocyphellae) on the underside.
Pseudocyphellaria rainierensis frequently has a distinctive fishy or shrimpy
smell, especially when wet.

C. Range

The current known and suspected range of L. oregana in the Northwest Forest
Plan area includes all Physiographic Provinces except the California
Cascades. It is not yet reported for the Washington and Oregon Eastern
Cascades Physiographic Provinces, where it would most likely be confined to
wet forested sites just east of the crest. It also occurs in northern Idaho and
British Columbia (McCune & Geiser 1997). This species is a Pacific North
American endemic.

Lobaria oregana is considered to be rare in California, where its range is the
California Coast and California Klamath Physiographic Provinces. It is
currently known from Six Rivers National Forest and other locations in
Humboldt County, and Areata Field Office BLM.

D. Habitat

Lobaria oregana occurs in moist forests of western North America. It reaches
maximum dominance in mid-elevation old-growth Douglas-fir and western
hemlock forests on the west slope of the Cascades, and is occasional in moist
low-elevation forests in the foothills. Although L. oregana can occur in
younger stands, especially moist sites where it has blown in from adjacent

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2003 Survey Protocols for Category A & C Lichens

colonized areas, it reaches its greatest biomass in sites greater than 200 years
of age (McCune 1993). Its distribution in the canopy will vary based on stand
age and moisture gradient at the site, with L. oregana occurring higher in the
canopy in wetter and older sites, and lower in the canopy (if present at all) in
younger drier sites (McCune 1993). It usually grows on conifers and is also
sporadic on hardwoods including alder, Oregon ash and shrubs (McCune &
Geiser 1997).

In Northern California, L. oregana occurs sporadically in coastally influenced,
moist old-growth redwood forests (D. Glavich pers. comm., J. McFarland
pers. comm., D. Wright, pers. comm.), in old-growth stands dominated by
Port Orford Cedar (E.B. Peterson, pers. comm.), and at moist tanoak-Douglas
fir sites. It also occurs on Sitka spruce in redwoods stands along the coast (L.
Larsen pers. comm.). On the Six Rivers National Forest it occurs between
1350 and 2200' ft. in elevation in northwest facing mature stands of tanoak-
Douglas fir, and in a late-mature northwest facing stand of port-orford
cedar /Douglas fir (L. Floover pers. comm.). At the tanoak-Douglas fir sites
where L. oregana occurs, the presence of big leaf maple and other moist site
indicators suggests that the site is relatively moist. On Areata BLM lands it
occurs at several sites ranging from 400-3500 feet in elevation (J. McFarland
pers. comm.). Abundance at known sites varies from low to high. Habitat
requirements for L. oregana could be present in other types of tree dominated
plant communities in the survey Physiographic Provinces where site
conditions are cool and moist; these sites should also be surveyed.

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Figure 11. Loharia oregana

Figure 12. Loharia hallii

Figure 13. lA)haria litiifa

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Figure 14. Lobaria pulmonaria

Figure 15. Lobaria scrobiculata

Figure 16. Veins on Peltigera ponojensis

Figure 17. Pseudocyphellaria rainierensis

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IV. Niebla cephalota (Tuck.) Rundel & Bowler

Synonym: Vermilacinia cephalota (Tuck.) Spjut & Hale

Taxonomic Note: Niebla, and the closely related genus Rarnalina, have been
the subject of several recent taxonomic revisions based on cortical and
chemical characteristics (Rundel & Bowler 1978, Bowler & Riefner 1995). In
1996 the genus Niebla was further split, creating the new genus Vermilacinia.

At this time Niebla cephalota became Vermilacinia cephalota, again based on
cortical characteristics and chemistry (Spjut 1995 & 1996). Although many
distinguishable entities in the genus Niebla (in the broad sense) have been
assigned species names (Brodo et al. 2001), this leads to confusion while
studies continue. The current Checklist for North American Lichens
(Esslinger 1997) uses the new name, Vermilacinia cephalota, however Brodo et
al. (2001) suggest a conservative approach while studies of the group are still
in progress. Therefore, fhis entify will be referred to in this document as
Niebla cephalota.

A. Identification in the Field

Niebla cephalota (Figure 18) is a small (2-4 cm) fruticose tufted or drooping
pale yellow to greenish yellow lichen that often has black spots. It also has
lateral blue-gray soralia. It superficially resembles a diseased Rarnalina
covered with black spots that could be mistaken for a fungal parasite.

B. Technical Description

1. Morphology

Thallus fruticose, 2-4 cm, tufted to drooping, pale yellow to greenish yellow
but often black spotted, in the herbarium becoming covered with filamentous
crystals (that have the appearance of mold); branches mostly < 2 mm
diameter, roundish and pitted with depressions and wrinkles, dull to shiny,
corticate, solid, sparsely to occasionally richly branched, branching uneven.
Soredia large, convex, lateral, containing bluish grey soredia, pycnidia black,
dotlike, conspicuous (Brodo et al. 2001, Goward 1999, McCune & Geiser
1997). Morphology is variable; see look-alikes section. Based on microscopic
cortical characteristics and chemistry, this species was recently placed in the
genus Vermilacinia (Spjut 1995 & 1996). However, for the reasons described in
the taxonomic note above, it will continue to be treated with Niebla in this
document.

2. Chemistry

Most individuals have negative spot tests in the medulla, except for rare
populations with salazinic or norstictic acid (K-i-red) (Brodo et al. 2001).
McCune &Geiser 1997 note that the cortex is KC+Y. Usnic acid and
numerous other lichen substances present; these lichen substances are used
as distinguishing characteristics in Spjut's treatment (Spjut 1995 & 1996).

3. Reproductive Structures

Apothecia are unknown for Niebla cephalota. Asexual reproduction occurs by
soredia, which are described above. The microscopic size of the reproductive
propagules should enable them to be carried long distances by wind.

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animals, or birds, however dispersal and establishment rates for lichen
propagules are largely unknown. Birds in particular are thought to enhance
arrival rates of rare oceanic species like N. cephalota by dispersing lichen
propagules along coastal migratory routes of the Pacific Northwest (McCune
et al. 1997).

4. Look-alikes

Niebla cephalota can be highly variable in morphology, leading to confusion
with other species and even genera. It resembles an Evernia or Ramalina, but
has angular to almost rounded branches and a soft, cottony interior (Brodo et
al. 2001). This is the only sorediate Niebla (Brodo et al. 2001).

Evernia prunastri (Figure 19) has a foliose thallus that is generally green above
and paler below (ours is colored alike above and below), is never black
spotted (N. cephalota is black spotted), and has dichotomously forked
branch tips.

Ramalina are similar, but never have scattered black pycnidia (they may have
black fungal parasites). Ramalina don't produce external filamentous
crystals in the herbarium.

Ramalina farinacea (Figure 20) is a common species that also produces
marginal soralia, but they are not tinged blue-gray as soralia in N.
cephalota are.

Brodo et al. (2001), Goward (1999) and McCune and Geiser (1997) provide
readily available keys, descriptions and illustrations of this species.

C. Range

The current known and suspected range of N. cephalota in the Northwest
Forest Plan area is the entire coastal strip in the Washington Olympic
Peninsula and Western Lowlands, the Oregon and California Coast Range,
and the Oregon Klamath Physiographic Provinces, from shoreline to about 15
miles inland.

Niebla cephalota is a North American coastal endemic, ranging from Baja
California north to southern Southeast Alaska (Dillman pers. comm.). It is
not yet known from British Columbia (Goward 1999), but does occur in
northern Washington. In the Northwest Forest Plan area it is known from
three locations in Washington (the San Juan Islands), and five or six in
Oregon. Numbers of known sites in California have recently increased; in
2000 the coastal lichen study discovered nearly a dozen new populations
(Glavich et al. 2000). Niebla is a tropical genus with high species diversity
and biomass along the coasts of southern California, the Channel Islands, and
Baja California (Bowler & Riefner 1995). Niebla cephalota is the only species in
this genus to range north to the Pacific Northwest, where it is rare.

D. Habitat

Niebla cephalota is a strictly coastal species, known from exposed trees (less
often rocks), usually within sight or sound of the ocean (McCune & Ceiser
1997). Coastal Washington, Oregon and northern California are in the
northern-most part of this species global distribution, and its habitat
characteristics and requirements there are probably different than those of

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populations farther south, where it is more common. Most known sites
within the Northwest Forest Plan area are less than 75 m (250 ft) elevation
and within a few kilometers of the Pacific Ocean, or within the coastal fog
zone, which may extend as far as 15 miles inland. The genus Niebla is
particularly well adapted to low annual rainfall, frequent overcast and fog
with associated high humidity. Niebla is the Spanish word for "fog" or
"mist", a suitable epithet for the habitat of this species.

In the Northwest Forest Plan area, N. cephalota grows in high precipitation
areas on forested edges of windswept headlands and sand dunes; at the edge
of tree islands surrounded by moving dunes; as well as in sparsely forested
estuaries and willow-dominated marshy areas. It has been found most often
on exposed boles and branches of Sitka spruce and shore pine, but is also
known from Monterey cypress, shore pine and willow. At one site it occurs
on an old shore pine on the seaward edge of an old-growth Sitka spruce
forest (McCune et al. 1997). At another it occurs at 700' elevation about three
miles from the ocean, in a young Douglas-fir and western hemlock stand
with closed canopy on most of the stand and a stream along one side (USDA
1998). Two populations are known that are slightly farther inland, but
evidently within the coastal fog zone. One of these is in Tillamook County,
Oregon where it was found at 700' elevation three miles from the ocean
(USDA 1998), and the other is at Stafford Lake Park, near Novato, California,
where it is about 12 miles from the ocean (D. Wright, pers. comm.). In
Mendocino County, California, the riparian /estuarine community where N.
cephalota occurs was described as having quite old/ decadent plant growth (T.
Sholars, pers. comm.). Preliminary data from the coastal lichen study
indicate that it occurs in older, well-established stands, with the maximum
age of conifers ranging from 50 to 150 years (Glavich et al. 2000). Species
abundance at known sites varies; it can be extremely rare at northern sites
(Dillman pers. comm), and apparently can reach higher biomass at more
typical, southern sites.

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Figure 19. Evernia prunastri

2003 Surve}/ Protocols for Category A&C Lichens

Figure 18. Niebla cephalota

Figure 20. Rnmalinn fnrituicca

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V. Platismatia lacunosa (Ach.) Culb. & C. Culb.

A. Identification in the Field

Platismatia lacunosa (Figure 21) is a medium to large, roundish, appressed,
foliose lichen that is whitish or grayish but can become browned at exposed
sites. It is often on the branches, and occasionally the boles of conifers and
hardwoods. From several feet away, the pronounced network of ridges and
depressions is obvious. This species is usually more appressed to the
substrate than other Platismatia. The lichens Menegazzia terebrata and
Hypotrachyna sinuosa, on red alder and other hardwoods as well as conifers,
can be good indicators of P. lacunosa habitat.

B. Technical Description

1. Morphology

Thallus small to large, 5-16 cm. broad; lobes 0.6-1. 5 cm. broad. Upper surface
very pale greenish-gray to almost white in the field (uniformly brown or tan
in old herbarium specimens), the margins conspicuously blackening,
prominently ridged by strong reticulations rising at right angles to the
surface, not pseudocyphellate. Lower surface black at the center, chestnut
brown at the margins, somewhat reticulately wrinkled; not punctate; rhizines
few, black (Brodo et al. 2001, Culberson & Culberson 1968). McCune &

Geiser (1997) make these additional comments: the foliose thallus is suberect
or appressed but with the edges free; the upper surface has a pronounced
network of ridges and depressions and is whitish, grayish, or browned in
exposed sites; the lower surface is black, brown, white, or with patches of
these colors; isidia and soredia are lacking; and apothecia are common.

2. Chemistry

Cortex K+ Y (McCune & Geiser 1997); medulla K-, C-, KC-, PD+ orange-red.
Gontains fumarprotocetraric acid, caperatic acid (at least in some specimens),
and atranorin (Culberson & Culberson 1968).

3. Reproductive Structures

Apothecia occasional, marginal to submarginal, with large, folded, brown
disks 4-20 mm in diameter; spores eight per ascus, ellipsoid to ovoid, 7-10 x
3-4.5 microns. Pycnidia marginal to submarginal or even superficial (on the
crests of the reticulations), the ostiole round to irregular at maturity (Brodo et
al. 2001, Culberson & Culberson 1968).

4. Look-alikes

The genus Platismatia is closely related to and could be mistaken for several
genera in the large and diverse family Parmeliaceae (Brodo et al. 2001); these
genus splits are included in the general key sections in most references, and
are summarized below. Brodo et al. (2001), Goward et al. (1994) and McCune
& Geiser (1997) all provide good keys, photographs, descriptions and line
drawings of this species and look-alikes. The Air Quality Database (USDA
1998) contains site-specific habitat information.

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Platismatia lacunosa is distinctive with its strong network of ridges and
depressions, combined with the absence of isidia and soredia. The pycnidia,
however, which can be either protruding or stalked, are sometimes mistaken
for isidia (McCune & Geiser 1997). Less well-defined or immature specimens
are sometimes confused with the following:

Cetrelia (Figure 22) always have pseudocyphellae, are usually sorediate, and
usually react C+ or KC+ (P, lacunosa medulla is C- and KC-). Cetrelia also
never have the strong network of ridges and depressions characteristic of
P. lacunosa.

Platismatia lacunosa could be mistaken for a Lobaria based on its slightly

thicker, glossier texture that is more common in Lobaria (other Platismatia
tend to have a paper-like texture). Check the underside for the white/
tan /brown mottling typical of Platismatia; Lobaria will have characteristic
more or less tomentose furrows surrounding raised white patches.

Parmotrema (Figure 23) is a genus that could be mistaken for Platismatia; the
former lacks rhizines at the lobe margins but usually has marginal cilia,
which are never present in Platismatia. (Brodo et al. 2001).

Platismatia glauca (Figure 24) can resemble P. lacunosa, but has a less appressed
growth form than our species. Platismatia glauca is "fluffy and
disheveled" looking (McCune & Geiser 1997, p. 242), and often has
soredia or isidia or both. Platismatia glauca occasionally has a weakly
ridged upper surface.

Platismatia norvegica (Figure 25) is most easily confused with P. lacunosa; both
have an appressed growth form, but the ridges in P. lacunosa are always
stronger, and P. lacunosa is often almost white, where P. norvegica almost
always has a green tinge. The distinction between the ridges becomes
apparent after seeing several thalli of both species. Platismatia norvegica
almost always has at least a few (more frequently many) isidia,
predominantly on the ridges; pycnidia are not seen in the Northwest
Forest Plan area (McCune & Geiser 1997). Finally, P. norvegica is PD-,
while P. lacunosa is PD-^ orange to red.

Platismatia stenophylla (Figure 26), like P. norvegica, also lacks isidia or soredia,
but has consistently narrower lobes (0.5-4 mm wide) that lack a network
of ridges.

C. Range

The current known and suspected range of P. lacunosa in the Northwest
Forest Plan area includes all Physiographic Provinces except Washington
Eastern Cascades, Oregon Eastern Cascades and California Cascades.
Although it is not yet known from the California Coast Range or Klamath
Physiographic Provinces, it may occur there, particularly in Del Norte
County, in the Russian Wilderness Area and other moist sites where
microclimate conditions are met (J. McFarland pers. comm.). Its global range
is from the Aleutian Islands south through coastal Alaska to northern
California (Brodo et al. 2001), however there are currently no ISMS records
for this species in California.

In Washington it is known from the Olympic, Mount Baker-Snoqualmie, and
Gifford Pinchot National Forests, and in Oregon it occurs on the Mount

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2003 Survey Protocols for Category A&r C Lichens

Hood, Willamette, Siuslaw, Umpqua and Siskiyou National Forests and
Salem, Eugene, Roseburg, and Coos Bay District BLM.

D. Habitat

Although Platismatia lacunosa was originally thought to be a riparian species
(USDA & USDI 1994, 2001), recent information has revealed that the species
has a broader ecological amplitude. In the Northwest Forest Plan area it is
uncommon on the boles and branches of hardwoods and conifers in moist,
cool upland sites as well as moist riparian forest in the Coast Range and
Cascades, at sites ranging from sea level to 3500 feet in elevation. At one site
in western Washington it occurs on vine maple on a steep slope in a mixed
old-growth forest. It also occurs on western hemlock, Sitka spruce, alder,
cherry and maple (USDA 1998), and occasionally on rocks in coastal forests
(Brodo et al. 2001). Most sites in the Air Quality Database are primarily in the
Western Hemlock Zone, but it also occurs in coastal stands (USDA 1998).

This species is never abundant at sites where it does occur.

Platismatia lacunosa often grows on the upper side of horizontal branches,
especially hardwoods, adjacent to wetlands or lakes, and it also occurs on
vine maple in second growth with old-growth remnants present. During a
climbing survey in the Cobble Knob area of Roseburg District BLM, it was
found high in the canopy of an old-growth conifer in a relatively cool, moist
canyon near a riparian area (A. Ruchty pers. comm.). Habitat requirements
for P. lacunosa could be present in other types of tree dominated plant
communities in areas where site conditions are cool and moist.

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Figure 21. Platismatia lacunosa

Figure 22. Cetrelia cetrariodides

Figure 23. Pnntiotrciim nnioldii

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2003 Survey Protocols for Category A & C Lichens

Figure 24. Platismatia glauca

Figure 25. Platismatia norvegica

Figure 26. Platismatia steuophylla

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2003 Survey Protocols for Category A & C Lichens

VI. Ramalina thrausta (Ach.) Nyl.

A. Identification in the Field

Look for what appears to be a slightly off-color Alectoria sarmentosa, or
pendant, unusually greenish Usnea, hanging from the branches and
occasionally the boles of conifers and hardwood trees. It will also occur in
understory shrubs such as rhododendron or huckleberry Minute sorediate
hooked branch tips may be visible with a hand lens.

B. Technical Description

1. Morphology

'Thallus fruticose, pendulous, to 30 cm long, pale greenish; branches
filamentous, mostly < 0.5(1) mm diam., the tips often hooked or curled and
ending in a minute soralium" (McCune & Geiser 1997). Although the
delicate, pale green, hairlike branches with minute green hooked tips are
distinctive, they can be poorly developed. The cortex is thin and translucent,
smooth and even; pseudocyphellae are typically point-like, or somewhat
elongated (Brodo et al. 2001). Brodo et al. (2001), McCune & Geiser (1997)
and Goward (1999) provide good keys, descriptions, line drawings and
photographs for this and other similar species. Additional habitat
information and a species list at known sites are available online from the Air
Quality Database (USDA 1998).

2. Chemistry

All spot tests are negative. Ramalina thrausta (Figure 27) can, however,
usually be distinguished from look-alike specimens of Alectoria spp. using
spot tests. An iodine spot test detects the presence of lichenan in Alectoria
spp., a substance not present in R. thrausta (Common 1991). In addition, A.
sarmentosa is almost always KC+ red (occasionally it is KC-) and A.

Vancouver ensis (superficially very similar to A. sarmentosa) is always C+ red.

3. Reproductive Structures

Apothecia are very rare (Brodo et al. 2001). This species primarily reproduces
asexually by soredia and by fragmentation.

4. Look-alikes

Alectoria sarmentosa can easily be confused with R. thrausta, and the two often
co-occur. When growing from tree boles, R. thrausta may grow alongside
Alectoria, and in these cases, R. thrausta will look slightly more delicate,
with thinner branches that appear a bit messy and tangled (rather like an
unhealthy Alectoria). With close inspection, the diagnostic hooked,
minutely sorediate branch tips can be detected (McCune & Geiser 1997).
The elongate pseudocyphellae characteristic of A. sarmentosa are lacking
in R. thrausta, although shorter, almost point-like pseudocyphellae are
present; there is some overlap in this characteristic between the two
species (Brodo et al. 2001). Alectoria thalli often show some
nonfilamentous, flattened areas, especially at branch junctions, whereas
Ramalina branches are filamentous and consistently more rounded, with
flattening occurring infrequently. When flattening does occur, it is only at

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2003 Survey Protocols for Category A & C Lichens

branch bases (Brodo et al. 2001). The medulla of A. sarnientosa is almost
always KC+ red, while all spot tests for R. thrausta are negative (Brodo et
al. 2001).

Alectoria vancouverensis is morphologically identical to A. sarmentosa, so could
be mistaken for R. thrausta. Alectoria vancouverensis is C+ red, while R.
thrausta is negative, and A. vancouverensis tends to be more coastal, but
does occur in the Oregon Cascades (A. Ruchty pers. comm).

Ranialina menziesii (Figure 28), when growing at coastal sites, is often finely
filamentous and lacks well-developed nets and resembles R. thrausta.
Check the lobe tips for tiny nets and no soredia; R. thrausta would have
tiny hooked, minutely sorediate branch tips.

Ramalina farinacea (Figure 20) growing in deep shade can form hooked

sorediate branch tips, but these thalli are always short (< 6 cm long) and
usually some portion of the thallus is flattened (McCune & Geiser 1997).

Pendant Usnea spp. growing in shaded habitats where the distinctive

coloration from usnic acid is not well developed could be mistaken for R.
thrausta; check for the presence of a central cord.

C. Range

The current known and suspected range of R. thrausta in the Northwest
Forest Plan area is all Physiographic Provinces except Eastern Oregon
Cascades, Eastern Washington Cascades and California Cascades. On the
west coast of North America, this mainly circumboreal lichen occurs from the
Chugach National Forest, Alaska (Derr 1997) south to central California
(Sanders 1997, Tavares 2002, Tucker 2001) and east into northern Idaho and
Montana.

Within the Northwest Forest Plan area, R. thrausta occurs infrequently in the
Coast Range and Western Cascades (McCune & Geiser 1997) south to
Sonoma County (north of Santa Rosa) (Sanders 1997). In Washington it is
known from the Gifford Pinchot National Forest and the Columbia River
Gorge National Scenic Area. Although it is not yet reported from the
Washington Olympic Peninsula, Washington Western Lowlands or northern
part of the Washington Western Cascades, known sites in similar habitat both
north and south of these areas suggest that this inconspicuous species may
have been overlooked. In Oregon it occurs on the Suislaw, Willamette, and
Umpqua National Forests, and the Salem, Eugene, Roseburg, Medford and
Coos Bay Districts of the BLM. In California it is known from the Siskiyou
National Eorest (Del Norte County), and Sonoma County on lands of
unknown ownership. It is suspected to occur infrec^uently at scattered
locations in suitable habitat within its known range.

D. Habitat

Although Ramalina thrausta was originally thought to be a riparian species
(USDA & USDI 1994, 2001), recent information suggests that the species has a
broader ecological amplitude. One central Oregon study found R. thrausta to
be more frequent in riparian areas (Peterson & McCune 2001); in another it
occurred in riparian zones associated with fish bearing streams in the middle
parts of the McKenzie R. watershed (McCune et al. 2001). In western Oregon,
thalli at non-riparian sites may be larger, with thicker branches than

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2003 Survey Protocols for Category A & C Lichens

individuals in riparian sites (A. Ruchty, pers. comm.). Generally speaking,
this species occurs in moist low elevation conifer stands (sea level to 2250 ft.)
that frequently have a hardwood component, where it grows on the branches
and boles of conifers and hardwoods, as well as understory shrubs.

In Washington, on the Gifford Pinchot National Forest, it was found in two
old-growth riparian sites at about 1500 ft. elevation on the flats along major
drainages. At one site it was growing on the limbs of a riparian conifer, and
at the other site was found as litter beneath large old cedar and western
hemlock. It was also found at an upland site with Douglas-fir, western
hemlock and silver fir co-dominants and vine maple, ocean spray, western
dogwood, salal and Oregon grape, where it was growing on the smooth bole
of a dogwood tree.

More habitat information is available for R. thrausta sites in Oregon. On the
Willamette National Forest R. thrausta occurs in western hemlock plant
associations with salal, Oregon grape and sword fern, between 200 and 2200
ft. elevation. New habitat data from fhe Willametfe and adjacent Eugene
District BLM suggest that the species can be locally common there, where it is
frequently found in low elevation riparian sites, and at non-riparian areas
that appear to be 'moist', possibly due to landscape level influences such as
fopography, etc. (A. Ruchty, pers. comm.). In this area it also occurs on
upland, exposed ridgetops, where it is most abundant and better developed
at sites with mature trees and is also occasional at sites with younger trees (J.
Ponzetti, pers. comm). On the Siuslaw National Forest it occurs in moist
western hemlock plant associations between 350 and 1400 ft. elevation. On
the Umpqua National Forest it is known primarily from whife fir /dry shrub
stands with salal, Oregon grape and occasionally with incense-cedar, between
1200 and 2200 ft. elevation. In the Eugene District BLM, R. thrausta occurs in
the Goast Range in an old-growth remnant patch of Douglas-fir surrounded
by a 50-year-old stand, in a vine maple forest gap within a 50-year-old
Douglas-fir sfand that includes scattered old-growth remnant trees, and 50
year old Douglas-fir sfands sprinkled with occasional filbert gaps and
remnant old-growth Douglas-fir. All of these stands are under about 800 ft.
elevation. In the Goos Bay District BLM it occurs at sea level in the dune and
interdune wetland mosaic habitat that includes patchy shore pine and Sitka
spruce forest with cyanolichen-rich willow and ericaceous shrub thickets. In
Coos Bay District it also occurs on north-facing slopes of old-growfh
Douglas-fir / wesfern red cedar foresfs with hardwood gaps of dogwood, vine
maple and oceanspray, af about 800 ft. elevation. In the Roseburg District
BLM it occurs between 240 and 2100 ft. elevation in Douglas-fir and wesfern
hemlock sfands wifh salal and Oregon grape in the understory, in white fir
salal stands with and without incense-cedar, and in unspecified communify
fypes. In the Medford District BLM R. thrausta occurs between 1500 and 1700
ft. elevation, at sites with north to north east exposures, in two different
habitat types. One habitat type is a moist late-successional riparian Port
Orford cedar /Douglas-fir/ incense cedar stand with azalea, yew and white
alder in the understory and a few Jeffrey pine nearby. This site is in a steep,
high humidity, incised drainage under full shade. The other habitat type is
the fairly open Oregon white oak /Douglas-fir /poison oak planf associafion.
In fhis habitat type one site is riparian, near a small perennial stream, while
the other is next to a tiny intermittent drainage that only provides increased
humidity a few months out of the year. It is not reported from the Mount
Flood National Forest.

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2003 Survey Protocols for Category A&C Lichens

In Northern California, R. thrausta is known from an old-growth Douglas-fir
forest in the Siskiyou National Forest (D. Glavich, pers. comm), and a coastal
site near Fort Ross, Sonoma County, where it was found in an open grassland
with scattered madrone (Sanders 1997). In Southeast Alaska it occurs on
Sitka spruce on maritime beaches (Geiser et al. 1998); it is considered to be
hygrophytic in British Columbia, and is best developed when growing in
close proximity to standing water or wetlands (Goward 1999).

Stand age at known sites of R. thrausta is largely unknown. In the Air Quality
database, it is reported from several old-growth Douglas-fir stands, usually
with moist site characteristics; occasionally it was in riparian situations
(USDA 1998). It was found in one 14 year old stand, where it had
undoubtedly blown in from a nearby colonized site; it was also in a 30 year
old thinned stand with remnant large Douglas-fir present (USDA 1998). On
the Gifford Pinchot it grows in old-growth Douglas-fir stands and in a 111
year old stand. On Medford District BLM it occupies late-successional
stands. The abundance of this lichen at most known sites is not known.

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2003 Survey Protocols for Category A & C Lichens

Figure 27. Ramalina thrausta

Figure 28. Rattmlina menziesii

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2003 Survey Protocols for Category A & C Lichens

VII. Teloschistes flavicans (Sw.) Norman

A. Identification in the Field

Look for a distinctive bright orange, tutted, fruticose lichen that looks like a
shrubby orange Usnea. It can be either epiphytic or growing on rocks.

B. Technical Description

1. Morphology

Teloschistes flavicans (Figure 29) is a conspicuous, small to medium sized (2-5
cm tufts), fruticose lichen. The thallus is tutted, erect and spreading or, rarely,
pendent, and often vividly yellow to orange colored. It is occasionally
greenish-yellow, or even pale greenish, when grown in the shade (McCune
and Geiser 1997). It is composed of many elongated, entangled, somewhat
compressed, more or less twisted, pitted or channeled, sorediate branches
that have pointed tips and short pointed side branches. The soredia are
yellowish and are produced in roundish soralia. This is the only sorediate
Teloschistes in North America (Brodo et al. 2001).

2. Chemistry

Cortex K-h purple-red; medulla spot tests are negative.

3. Reproductive Structures

Apothecia are rarely seen (Brodo et al. 2001). Asexual reproduction occurs
via soredia and thallus fragmentation. In Britain T. flavicans can spread
locally on an individual tree or boulder but disperses only very slowly to
adjacent rocks or tree boles (Gilbert and Purvis 1996).

4. Look-alikes

Brodo et al. (2001) and McCune & Geiser (1997) provide keys, descriptions
and photographs.

Teloschistes contortuplicatus is a small to medium-sized fruticose or weakly
foliose lichen with tufts of erect or semi-erect yellowish to orange or
whitish grey ciliate branches, round in cross-section to irregular, slender
to in part rather stout, often covered in a thin nap of erect tomentum. The
branches are irregular and terminate in minute, globose, isidia-like
outgrowths. Soredia and isidia otherwise unkiiown (T flavicans is
sorediate). Teloschistes contortuplicatus produces lateral apothecia that are
often ciliate (ours rarely produces apothecia). This species occupies a
drier habitat than T flavicans, and grows on vertical rocks or trees in dry
inter-montane locations at lower elevations. Known from western
Northern Territories (Canada) south to Idaho, Montana and other western
states (Goward 1999). It could occur in drier habitats in the southern part
of the Northwest Forest Plan area.

Teloschistes exilis (Figure 30) is similar but is smaller, non-sorediate, and has
apothecia; historically it has been collected in the Santa Cruz Mountains
and the Channel Islands but is now very rare (Hale and Cole 1988).

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2003 Survey Protocols for Category A& C Lichens

llsnea have a similar growth form but most are never bright orange; they
always have a diagnostic central cord, which is lacking in Teloschistes.

Usnea rubicunda (Figure 31) is a tufted fruticose lichen with a reddish-brown
hue produced by coalescing reddish cortical spots. This species usually
has abundant fibrils and isidiate soralia; T. flavicans has small side
branches and soralia. Check for the central cord which will be present in
U. rubicunda.

Xanthoria have a similar orange coloration, but are foliose (some species

minutely fruticose); they are much smaller in stature and more appressed
than T. flavicans, which has an erect tufted growth habit.

C. Range

The current known and suspected range of Teloschistes flavicans in the
Northwest Forest Plan area includes a five mile wide swath of coast in the
Oregon and California Coast and Oregon Klamath Physiographic Provinces.

Teloschistes flavicans is rare throughout the range of the Northwest Forest
Plan, occurring at five known sites in Oregon, where it reaches the northern
limits of its current known range. In Oregon, the only substantial population
is at Cape Lookout State Park. Minor populations occur at New River Area
of Critical Environmental Concern (ACEC) (BLM), near Pacific City (BLM),
Sand Lake, Cape Blanco State Park and Harris Beach State Park. In 2000, the
coastal lichen study visited a total of 161 coastal sites from northern
California to northern Washington. No new populations of T flavicans were
discovered (Glavich et al. 2000), and this species has never been found in
Washington. Although there are no known sites in California in the
Northwest Forest Plan area where suitable habitat exists, the presence of sites
to the north and south suggests that it probably occurs in the California Coast
Physiographic Province. Teloschistes flavicans is a widespread tropical and
subtropical species that occurs sporadically along the west coast of the
Americas from Ecuador to northern Oregon (McCune and Geiser 1997). It
has become extremely rare along the eastern seaboard, but can still be found
in the south and on the west coast (Brodo et al. 2001).

D. Habitat

In the Northwest Forest Plan area T.flavicaits is confined to forested
headlands and dunes of the coastal fog belt, especially on capes or
peninsulas, at sites less than 200 m (600 ft) elevation (McCune et al. 1997). At
Cape Lookout, T. flavicans is found on the twigs of Sitka spruce and is
common in the litterfall of an old Sitka spruce forest on the long, forested
headland of the peninsula. It grows on the boles and limbs of exposed Sitka
spruce and Hooker's willow in an open Sitka spruce forest, on shore pine in a
mature shore pine forest at the edge of a pasture, and in the twig litterfall of a
small, old, mixed shore pine and Sitka spruce forest. In southern California
(south of the Northwest Forest Plan area), T flavicans grows on conifers and
other trees {e.g. Quercus) in coastal scrub stands. One collection from San
Mateo County is on sandstone. The abundance at known sites is unknown.

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Figure 29. Teloschistes flavicans

Figure 30. Teloschistes exilis

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VIII. Usnea longissima Ach.

A. Identification in the Field

Usnea longissima (Figure 32) is usually easy to spot because of its distinct
growth form. Look for a long, yellow-green fruticose lichen that looks like a
1 cm diameter living version of a feather boa. It often grows low in the
canopy and on understory plants, but can also be high in the canopy. Some
people mistakenly call it "Spanish moss" because, like that southern plant, it
can festoon trees and shrubs with long billowing strands, and biomass can be
quite high. The decorticate patches on the central stand are visible with a
hand lens.

B. Technical Description

1. Morphology

Thallus fruticose, pendulous, to 3 m or more long, pale greenish or silvery-
yellowish green tinged; main branches very long and rarely dividing, with
numerous dense, short perpendicular side branches and fibrils of about equal
length (3-40 mm); papillae lacking; cortex smooth but disintegrating on the
main stems, leaving rough patches of white medulla over the pinkish to
brownish central cord; the central cord beneath the cortex is white (when
exposed with a razor blade), but frequently turns pinkish or reddish brown in
decorticate main branches; central cord very thick (usually making up about
60% of the diameter of the branch); soredia rarely present, emerging from
raised pale spots; (Brodo et al. 2001, McCune 2000, McCune & Geiser 1997).

2. Chemistry

Central axis I+B. Cortex and Medulla K-, C-, KC- PD- (with various
combinations of evernic, diffractaic, barbatic, and 4-0-demethylbarbatic
acids; sometimes with usnic acid only), rarely K+Y-O, PD-f-O (salacinic acid)
(McCune 2000). Coward (1999) lists the chemistry for five different
chemotypes, which may represent different species.

3. Reproductive Structures

Apothecia are extremely rare (Keon 2002); soredia are occasionally present,
arising from raised pale spots (Doell & Wright 2000, McCune 2000). This
species primarily reproduces asexually by fragmentation of the main thallus,
side branches and fibrils. The relatively large size of the propagules indicates
an inlrerent dispersal limitation (Keon & Muir 2002), with the majority of
vegetative propagules dispersing only short distances, (i.e. typically less than
5 meters) from their source locations (Esseen 1985, Esseen et al. 1981). This
species is considered to be dispersal limited at both stand and landscape
levels across the Pacific Northwest (McCune & Geiser 1997, Sillett et al.

2000b). Studies suggest that that the presence of populations in old-growth
(i.e. tall) stands increases the possibility of dispersal and establishment of U.
longissima onto adjacent substrates in suitable habitat, especially adjacent tree
crowns where the species is most effective at continuing to disperse to other
suitable habitats (Keon & Muir 2002, Keon 1999). The finding that U.
longissima transplants thrive in habitat that was predicted to be the least
suitable (i.e. clear cuts) also suggests that dispersal limitations play a more

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2003 Survey Protocols for Category A& C Lichens

significant role than the availability of suitable habitat in determining this
species' distribution, and highlights the important role of colonized green-
tree retention in timber harvest areas (Keon & Muir 2002, Keon 1999).

4. Look-alikes

The genus Usnea is notoriously difficult, with many of our North American
species concepts being based on European material. Usnea longissima is one
of a handful of (usually) easily recognizable Usneas, although it can be
confused with other pendant species.

Alectoria sarnientosa contains usnic acid, giving it the same color as U.
longissima. Typically their growth forms are very different, with A.
sarnientosa having more pendants that lack perpendicular side branches,
but single strands could be confused. It lacks the central cord which is
diagnostic for all Usneas.

Ramalina menziesii (Figure 28) could be mistaken for U. longissima, particularly
thin coastal specimens that lack the characteristic well-developed nets.
Check for the presence of a central cord.

Small specimens of U. longissima can be confused with other pendant Usnea
species, however U. longissima is the only species with an 1+ violet or dark
bluish central cord (McCune & Geiser 1997). If you encounter one of
these confusing pieces, continue to look for better developed material,
and check for decorticate sections on the main axis.

The following references are invaluable to anyone wishing to better
understand our rich Usnea flora:

• McCune & Geiser (1997) provide an entry-level key to the common
Usneas of the Northwest Forest Plan area. Since then, McCune (2000)
has greatly reworked and updated his key to include the wealth of new
information available for this difficult genus. This key is available
online, under the heading "Download Updated Keys", at the following
website: www.nwlichens.org

• Goward (1999) provides an easily to use comprehensive Usnea key with
nice line drawings. A good companion reference is Halonen et al. (1998),
the technical paper Goward is a co-author on; it expands on some of the
species descriptions, habitat notes and ecology. Goward (1999) can be
downloaded for free at: www.crownpub.bc.ca

• Tavares (1997) has written a preliminary key to Usnea in California,
which can exhibit environmentally induced morphological variability.
She also provides a glossary for many of the sometimes obscure features
used to key Usneas.

• Brodo et al. (2001) provide a key to 79 species of North American Usneas,
and excellent photographs for many of these species.

C. Range

The current known and suspected range of U. longissima in the Northwest
Fmrest Plan area is all of Washington and Oregon except Eastern Cascades,
and the California Klamath and Cascades Physiographic Provinces. Its
distribution within its range is limited and patchy (Keon & Muir 2002). In

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2003 Survey Protocols for Category A & C Lichens

California, U. longissima is known from Del Norte, Humboldt, Siskiyou,
Mendocino, Lake and Siskiyou, and Sonoma Counties, but not further south
(Doell & Wright 2000). Doell (1997) reported this species from Lake and
Siskiyou Counties, however subsequent verification of those herbarium
specimens indicated they were mis-identified (J. Doell pers. comm.). There
are known sites on federal land in California at the Areata field offices of the
Areata District BLM.

Due to a combination of anthropogenic influences such as habitat alteration
and air quality degredation, LZ. longissima has declined significantly
throughout its global range (Esseen et al.l981). This once-common
circumboreal species is now considered endangered in many areas of Europe
and Scandinavia (Ahti 1977). It was recently placed on the Red List of
California Lichens, where it is considered rare (Doell & Wright 2000).

D. Habitat

Although Usnea longissima was originally thought to be a riparian species
(USDA & USDI 1994, 2001), recent information (Keon 2002) suggests that the
species has a broader ecological amplitude. Generally speaking, in the
Northwest Eorest Plan area, U. longissima occurs in old-growth and late-
successional conifer stands, and in hardwood stands and riparian areas. It is
typically infrequent but can be locally abundant in all habitat types. It can
also grow in clear-cut and other young stands where there is suitable
substrate (i.e. conifers and hardwoods) for colonization (Keon & Muir 2002).

In the Oregon Coast Range, where extensive growth and habitat studies of U.
longissima have been conducted (Keon & Muir 2002; Keon 2002; Keon 1999), it
tends to reach its greatest biomass in old-growth / late-successional stands on
upper slopes or ridges (Keon 1999). In that study area, stand age was
determined to be the most significant variable in predicting suitable habitat
for U. longissima, with larger populations occurring in mature and old-growth
stands (Keon 1999). However, concurrent transplant experiments using U.
longissima revealed that transplants of this species into habitat predicted to be
least suitable (i.e. very young clear cut stands) actually increased in biomass
more than transplants into old-growth (Keon & Muir 2002). This suggests
that the presence of a nearby propagule source may be more important to
dispersal and survival at both the local and landscape level than habitat
characteristics (Keon & Muir 2002). Remnant, or retention, trees (both
conifers and hardwoods) function as sources of inoculum from which lichen
propagules can disperse (Peck & McCune 1997), and remnant trees also
function as important "hotspots" of lichen diversity and abundance (Neitlich
& McCune 1997).

In British Columbia, U. longissima is frequent in localized areas in open,
humid coastal localities, especially in old-growth forests at lower elevations
where it primarily grows on conifers; it secondarily occurs on deciduous trees
and shrubs (Coward 1999). Additional habitat information for mainly
Washington and Oregon sites is available online from the Air Quality
Database (USDA 1998): www.fs.fed.us/r6/ aq

In California, U. longissima is distributed for the most part in old growth
forests in the same ecological zone as the redwoods, although it does not
necessarily grow on that substrate (Doell & Wright 2000). Ustiea longissima is
found in the coastal mountains north of San Prancisco, less than forty
kilometers inland, at lower elevations (up to at least 2700 feet) where the

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2003 Survey Protocols for Category A & C Lichens

climate is cool and moist (Doell & Wright 2000). It may reach as far inland as
48 km in river canyons like the Van Duzen that receive a lot of coastal fog (D.
Wright pers. comm.). Substrates include conifers, hardwoods and shrubs;
this species reproduces by fragmentation and will grow on many substrates
that it gets blown onto.

- 56 -

Figure 32. Llsucn
loii^issittw

2003 Survey Protocols for Category A & C Lichens

IX. References

Ahti, T. 1977. Lichens of the boreal coniferous zone. In: Seward, M.R.D.

(ed.). Lichen ecology. Academic Press, New York, NY. Pp. 145-181.

Bowler, P.A. & R.E. Riefner, Jr. 1995. Notes on the Ramalinaceae and current
related research in California, USA. Bulletin of the California Lichen
Society 2(l);l-5.

Brodo, I.M., S.D. Sharnoff & S. Sharnoff. 2001. Lichens of North America.

Yale University Press, New Haven, Connecticut. 795pp.

Brodo, I.M. & D.L. Hawksworth. 1977. Alectoria and allied genera in North
America. Opera Botanica 42:1-164.

Burnett, E. 2002. Personal communication. Seattle Lichen Guild.

Culberson, W.L. & C.R Culberson. 1968. The lichen genera Cetrelia and
Parmelia (Parmeliaceae). Bulletin of the United States National Museum,
Volume 34:449-558. Smithsonian Institution Press, Washington DC.

Derr, C.C. 1997. Air quality biomonitoring on the Chugach National Forest:
Methods and baselines using lichens. Unpublished report, 113pp.

Dillman, K. 2002. Personal communication. Arizona State University, Tempe
and Tongass National Forest, Ketchikan.

Doell, J. 2002. Personal Communication. California Lichen Society.

Doell, J. 1997. Usnea longissirna Ach. In San Mateo County. Bulletin of the
California Lichen Society. Vol. 4(l):6-7.

Doell, J. & D. Wright. 2000. Usnea longissirna in California. Bulletin of the
California Lichen Society. Vol. 7(1):17-19.

Erwin, S. 2002. Personal communication. Shasta-Trinity National Forest.

Esseen, P.-A. 1985. Litter fall of epiphytic macrolichens in two old Picea abies
forests in Sweden. Canadian Journal of Bofany 63:980-987.

Esseen, P.-A, L. Ericson, H. Lindstrom & O. Zackrisson. 1981. Occurrence
and ecology of Usnea longissirna in cenfral Sweden.

Lichenologisf 13:177-190.

Esseen, P. and K. Renhorn. 1998. Edge Effecfs on an Epiphytic Lichen in
Fragmented Forests. Conservation Biology 12(6), pp. 1307-1317.

Esslinger, T. L. 1997. A cumulative checklist for the lichen-forming,
lichenicolous and allied fungi of the continental United States and
Canada. North Dakota State University: http: / / www.ndsu.nodak.edu/
instruct / esslinge / chcklst / chcklst7.htm (First Posted 1 December 1997,
Most Recent Update 27 August 2001), Fargo, North Dakota.

Geiser, L.H., K.L. Dillman, G.G. Derr & M.G. Stensvold. 1998. Lichens and
allied fungi of southeast Alaska. In: Lichenographia Thoinsoniana: North
American lichenology in honor of John W. Thomson. Eds: M.G. Glenn,
R.G. Harris, R. Dirig & M.S. Gole. Mycotaxon, Ithaca, NY. 1998.

Gilbert, O.L & O.W. Purvis. 1996. Teloschisfes flavicans in Great Britain:
distribution and ecology. Lichenologist 28(6):493-506.

Glavich, D. 2002. Personal communication. California Lichen Society.

Glavich, D., L. Geiser & A. Mikulin. 2000. Coastal lichen study. Corvallis,

OR. Draft document.

Goward, T. 1999. The lichens of Brifish Golumbia, illustrated keys. Part 2,
Fruticose species. Special report series (British Columbia Ministry of
Forests); 9. 319pp.

Goward, T., McCune B. & D. Meidinger. 1994. The Lichens of British

Golumbia. Part 1. Foliose and squamulose species. Ministry of Forests
Research Program, British Columbia. 181 p.

Llale, M.E., Jr. & M. Cole. 1988. Lichens of California. California Natural
History Guides: 54. University of California Press, Berkeley, CA. 171 p.

Halonen, P, P. Clerc, T. Goward, I.M. Brodo & K. Wulff. 1998. Synopsis of
the genus Usnea (Lichenized Ascomycetes) in British Columbi^i, Canada.
Bryologist 101:36-60.

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2003 Survey Protocols for Category A & C Lichens

Harpel, J. 2002. Personal communication. Gifford Pinchot National Forest.

Hilmo, O. and H. Holien. 2002. Epiphytic Lichen Response to the Edge
Environment in a Boreal Picea abies Forest in Central Norway. The
Bryologist 105(1), pp. 48-56.

Holien, H. 1986. Bryoria tortuosa new to northern Europe. Lichenologist
18(3):265-268.

Hoover, L. 2002. Personal communication. Six Rivers National Forest.

Jorgensen, PM. 1973. On some Leptogium species with short Mallotium-
hairs. Svensk Botanisk Tidskr 67:53-58.

Jorgensen, PM. 1975. Contributions to a monograph of the Mallotium-hairy
Leptogium species. Herzogia 3:433-460.

Jorgensen, PM. 1994. Further notes on European taxa of the lichen genus
Leptogium, with emphasis on the small species. Lichenologist 26: 1-29.

Jorgensen, PM. 1997. Further notes on hairy Leptogium species. Symbolae
botanicae Upsalienses 32: 113-130.

Jorgensen, PM & T. Coward. 1994. Two new Leptogium species from western
North America. Acta Botanica Fennica 150: 75-78.

Jorgensen, P.M & PW. James. 1983. Studies on some Leptogium species of
western Europe. Lichenologist 26: 109-125.

Jorgensen, P.M & T. Tonsberg. 1999. Notes on some small species of
Leptogium from Pacific North America. Bryologist 102: 412-417.

Keon, D.B. 2002. Fertile Usnea longissima in the Oregon Coast Range.
Lichenologist 34:13-17.

Keon, D.B. & P. S. Muir. 2002. Growth of Usnea longissima across a variety of
habitats in the Oregon Coast Range. Bryologist 105:233-242.

Keon, D.B. 1999. Predicting presence of the sensitive lichen Usnea longissima
in managed landscapes: a comparative multivariate anaylsis. Manuscript
in prep. Oregon State University, Corvallis. 29pp.

Krog, H. 1968. The macrolichens of Alaska. Universitetsforlaget. Blindern,
Oslo 3. 180pp.

Larsen, L. 2002. Personal communication. Humboldt State University.

McCune, B., J. Hutchinson, and S. Berryman. 2001. Concentration of Rare
Lichens along Large Streams of the Central Cascades AMA. Unpublished
report to USDA Forest Service, Willamette National Forest. 24 pp.

McCune, B. 2000. Usnea in the Pacific Northwest. 11pp. Available under
"Download Updated Keys" at: www.nwlichens.org

McCune, B. & L. Geiser. 1997. Macrolichens of the Pacific Northwest.

Oregon State University Press, Corvallis, OR. 386 p.

McCune, B., R. Rosentreter, & A. DeBolt. 1997. Biogeography of rare lichens
from the coast of Oregon, pp. 234-241. In: T.N. Kaye, A. Liston, R.M.
Love, D.L. Luoma, R.J. Meinke and M.V. Wilson (eds.). Conservation and
Management of Native Plants and Fungi. Native Plant Society of Oregon,
Corvallis, OR . 296 p.

McCune, B. &T. Coward. 1995. Macrolichens of Northern Rocky Mountains.
Mad River Press, Eureka, California. 208 pp.

McCune, B. 1993. Gradients in epiphyte biomass in three Pseudotsuga-Tsuga
forests of different ages in Western Oregon and Washington. Bryologist
96:405-411.

McFarland, J. 2002. Personal communication. Areata Field Office, BLM.

Neitlich, P.N. & B. McCune. 1997. Hotspots of epphytic lichen diversity in
two young managed forests. Conservation Biology 11:172-182.

Peck, J.E. & B. McCune. 1997. Remnant trees and canopy lichen

C{)mmunities in western Oregon: a retrospective approach. Ecological
Applications 7:1181-1187.

Peterson, E.B. 2002. Personal communication. California Lichen Society.

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2003 Survey Protocols for Category A& C Lichens

Peterson, E.B. & B. McCune. 2001. Diversity and succession of epiphytic
macrolichen communities in low-elevation managed conifer forests in
western Oregon. Journal of Vegetation Science 12:511-524.

Ponzetti, J. 2001. Personal communication. Washington State Office, USDI
Bureau of Land Management.

Rosso, A., B. McCune & T.R. Rambo. 2000. Ecology and management of a
rare, old-growth associated canopy lichen in a silvicultural landscape.
Bryologist 103:117-127.

Ruchty A. 2002. Personal communication. USDA Forest Service, Gifford
Pinchot National Forest.

Rundel & Bowler 1978. Niebla, a new generic name for the lichen genus
Desmarieria (Ramalinaceae). Mycotaxon 6(3):497-499.

Sanders, W. 1997. Ramalina thrausta (Ach.) Nyl. in California. Bulletin of the
California Lichen Society 4(1): 6.

Sholars, T. 2002. Personal communication, California Lichen Society.

College of the Redwoods, Fort Bragg, Califnornia.

Sierk, H.A. 1964. The genus Leptogium in North America north of Mexico.
The Bryologist: 67:245-316.

Sillett, S. C. 1994. Growth Rates of Two Epiphytic Cyanolichen Species at the
Edge and in the Interior of a 700-year-old Douglas fir Forest in the
Western Gascades of Oregon. The Bryologist 97(3), pp. 321-324.

Sillett, S. G., B. McGune, J. E. Peck, and T. R. Rambo. 2000a. Four Years of
Epiphyte Colonization in Douglas-fir Forest Canopies. The Bryologist
103(4), pp. 661-669

Sillett, S.C., B. McCune, J.E. Peck, T.R. Rambo & A. Ruchty. 2000b. Dispersal
limitations of epiphytic lichens result in species dependent on old-growth
forests. Ecological Applications 10:789-799.

Smith, A. 2002. Personal communication. Willamette National Forest.

Spjut, R.W. 1995. Vermilacinia (Ramalinaceae, Lecanorales), a new genus of
lichens. IN: Contributions to lichenology in honour of Gerhard
Follmarm. Edited by: Daniels, F.J.A., M. Schultz & J. Peinne. Botanical
Institute, University of cologne, Gologne, Germany: 337-351.

Spjut, R.W. 1996. Niebla and Vermilacinia (Ramalinaceae) from Galifornia and
Baja Galifornia. Sida, Botanical Miscellany 14: 1-208.

Tavares, LI. 2002. Personal communication. University of California,
Berkeley.

Tavares, LI. 1997. A preliminary key to Usnea in California. Bulletin of the
California Lichen Society. Vol. 4:19-23.

Tucker, S. 2001. New reports for California in Lichens of North America.
Bulletin of the California Lichen Society 8(2), 59-71.

USDA Forest Service. 1998. See website for lichens and air quality in the
Pacific Northwest Region: www.fs.fed.us / r6 / aq.

USDA Forest Service & USDI Bureau of Land Management. 2001. Record of
Decision and standards and guidelines for amendments to the survey and
manage, protection buffer, and other mitigation measures standards and
guidelines.

USDA Forest Service & USDI Bureau of Land Management. 1994. Standards
and guidelines for management of habitat for late-successional and old-
growth forest related species within the range of the northern spotted
owl.

White, F.J. & P.W. James. 1985. A new guide to microchemical techniques for
the identification of lichen substances. British Lichen Society Bulletin 57
(supplement)

Wirth, V. 1995. Die Flechten Baden-Wurttembergs. 2 vols. Eugen Ulmer
GmblT & Co., Stuttgart.

Wright, D. 2002. Personal communication. California Lichen Society.

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2003 Survey Protocols for Category A&C Lichens

-60-

Appendix A

2003 Survey Protocols for Category A & C Lichens

Lichen & Bryophyte Species Location Field
Form & Instructions

-62 -

2003 Survey Protocols for Category A& C Lichens

-62-

Species Location Field Form

Scientific Name: LOC ID:

Flora Species Location Table

Survey Date: Admin, Unit*

Landform*: Area(ac)

Aspect (deg.): Elev.:

Soil*: Moisture*:

General Location:

LAND USE ALLOCATION: Matrix, AM A, LSR, Riparian Rsv, Wilderness, Admin. Withdrawn , Other:

Directions:

Sub Admin..*:

Bedrock*:

Slope%:

Flagging Color:

Legal Description: T

R S

1/4

1/16 1/64 Meridian: W

H D

State: WA OR CA

County:

USGS Ouad:

7.5min/15 min

UTM COORDINATES:

E N

Zone: 10

GPS Unit Used:

Datum: NAD-27 Accuracy: +

ft.

Notes:

Surveys

Survey ID: Project Name: Protocol: Y/ N

Survey Method: Casual Observation, Complete, Cursory, Incidental, Intuitive Controlled, Unspecified

Observers(s):

Notes:

Community Observations

Plant Community:

Community Age: (Estimate? Tree core? Stand exam?) Light: full sun, partial shade, or full-shade

Stand Structure: even-aged, multi-aged, all-aged, even-aged w/residual trees, even-aged w/ legacy structure
Successional Stage: pioneer (<20 yrs), young (20-39 yrs) mid (40-79 yrs), late (80-200 yrs), old (200-500 yrs),
very old (>500)

Stand Size (DBH): sapling (1-4.9”), pole(5-8.9”), medium(9-20.9”), large(21-31.9”) giant(32-47.9”) remnant(>48”)

Notes:

Flora Species Observations

Abundance: Rare ( 1 -3/acre) Uncommon (4-10/acre) Common (1 1-40/acre) Abundant (>40/acre)

Substrate:

Distribution: isolated location, clumpy, scattered-even, scattered-patchy:

Associated Species:

Flora Species Collections

Collector: Col. No.: Date:

Date sent to taxa expert:

Verified by. Ver. Date:

Location of voucher:

Attach specimen in completed voucher packet and send to Taxa Expert for Verification

Attach maps showing species locations.

* fields have pick list in ISMS

Species Location Field Form

Flora Observations Table:

Feature Observations Table:

SPECIES

CODE

Species Name

TOTAL

QUANT.

Phenology*

Feature

Type

Feature

Species

Decay

Class

DBH

* Picklist items for Phenology: Bud, Dead, Dormant, Flower, Fruit, 1mm. Flower, Imm. Fniit, Regrowth, Seed,
Senescent, Spore/Cone, Vegetative, WO_Sporophyte, W_Sporophyte

Attach specimen in completed voucher packet and send to Taxa Kxpert for Verification

Attach maps showing species locations.

* fields have pick list in ISMS

2003 Survey Protocols for Category A & C Lichens

Species Location Field Form Instructions

Listed below are instruetions for completing the species Location Field Form. The form must be
completed for each location where Survey & Manage species are detected. A geographic co-ordinate is
required to describe the location, either UTM or Latitude/longitude. This may be acquired directly with
GPS units in the field or entered after the field visit by consulting aerial photographs, ortho-quad maps, or
other maps. The map source field is used to document the method used to determine this coordinate pair.
The center of a sample area may be used as the location coordinate when several species are located
within a single sample area, so that all species can be recorded in a single location record. In ISMS, enter
the data into the Flora Brief form.

*******!f!=|:*H«********=|:*H«!)<**=f:>t:*****=i:>l«!t:*=f:=l«>l<=l«!|<>l:**H<******>K****!|!=|:H<**=l«*=t:>l«>f:***>f!>K*!|<!i:!i:***

FLORA SPECIES LOCATION information captures spatial and physical information; which is used to
identify and locate the site.

Scientific Name

Use currently accepted scientific name.

SpeciesLocation ID-

Assign a unique ID# to each S&M site. A suggested format is a 2-character value
for project name; a 3-character value representing the unit (use zeros to fill in where
needed, e.g. unit 5 would be 005).

Survey Date

Enter the day, month (in 3 letter code, e.g. Jan), and year, (e.g.05/Oct/1999).

*Admin Unit-

Enter the ISMS code for the administrative unit responsible for managing this
species location, (ie. Forest or BLM District). Refer to ISMS codes sheets or pick
lists for values. Example: FS0510 = Forest Service, Region 5, Forest 10 (Six
Rivers N.F.)

*Sub Admin-

Enter the administrative sub-unit responsible for managing this species location (ie.
Ranger district or BLM resource area). Refer to ISMS codes sheets or pick lists for
values. Southriver = BLM, Roseburg District, Southriver Resource Area

*Landform

Use ISMS pick list to obtain the value that best describes the site position where the
species observation was made.

Area(Ac)

Total area surveyed, in acres.

^Bedrock

Use ISMS pick list.

Aspect "

Aspect is recorded using a compass. It is detennined by the direction the general
slope is facing and is recorded in degrees. Do not enter zero as a null value. Use
360° for north.

Elev.

Record the elevation of the species location site in feet.

Slope

Slope is measured in percent and determined using a clinometer, compass, or visual
estimate. Record % slope based on the general topography at the site.

*Soil-

Record the soil type at the species location. Refer to ISMS pick list of values.

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2003 Survey Protocols for Category A & C Lichens

*Moisture-

Use the pick list values in ISMS.

Flagging color

If flagging is used to mark a site, record the color of the flagging.

General Location

Provide a general description of the species location.

Land Use Allocation Circle the value that best represents the land use allocation where the species

Directions

location occurs.

Provide detailed directions to the species location, include driving directions and
directions to the site off of the road.

Legal Description, State, County, USGS quad. Fill in appropriate response.

UTM Coordinates Record UTME and UTMN coordinates (to the nearest whole number).

Notes Provide any notes relevant to the species location.

SURVEY INFORMATION; Due to the structure of the ISMS database, each location record must be
able to stand alone, and provide its own record of some required survey infonnation. Some of the
following fields duplicate fields found in the General Survey Data Fonu.

Survey ID-

This is not a required field, due to the possibility that some locations may be
documented which are not the result of a survey. For records that are the result of a
survey, enter the same Survey ID # as used on the Survey Data Form for this
survey. In this way, information contained in either table can be used to describe a
record and may be queried together for reports. It is imperative that similar
numbers and letters be entered clearly.

Project Name

Enter the name of the project within which this survey was conducted. This name
is designated by the local field unit, may be character and/or numeric.

Protocol

Circle Y or N to indicate whether the survey which resulted in this location record
was done to protocol standards.

*Survey Method

Circle the method used for this survey.

Observers -

Enter the last names of surveyors conducting the survey, separated by a forward
slash, up to 50 characters total.

Notes

Provide any notes relevant to the survey.

COMMUNITY OBSERVATIONS are used to document the plant community found within one tree
height potential of the species location. If the plant community is significantly different closer to the
actual site, conditions in this smaller area are described. To identify the plant association, use the
appropriate Plant Association guide for the specific geographic region that you are surveying.

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2003 Survey Protocols for Category A & C Lichens

*Plant Community

Enter Ecoclass association and the plant/vegetation series or association which best
matches the local site. Use the standard ISMS value list provided for plant
series/subseries/association. The ISMS code for this community name will be
automatically entered by the ISMS program, however you may record either name
or code and the comesponding value will be entered.

Community Age

Enter the age of the plant community within one tree height potential of the site
location. This is generally determined to be the age of the oldest trees present at the
site. Circle method for determining age.

*Light

Circle appropriate response.

*Stand Structure

Circle the number of tree canopy layers present at the site location from the list
given.

*Successional Stage Circle the serai stage that best describes the average successional stage of the

vegetation in the species location area. The stand age in parenthesis is provided as

a general rule of thumb but may not be applicable in multiple-aged stands. Use
whatever local standard is gemiane to the stand in question.

*Stand Size

Circle the best response.

Notes

Provide any notes relevant to the vegetation community in which the species
location occurs.

FLORA SPECIES OBSERVATIONS are recorded on individual rows of the field fonn table for each
species located at a site. Additional infomiation pertaining to each species is entered on the fonn in the
same row. Explanations of these fields are given below.

*Abundance

Circle appropriate value.

Substrate

For lichens and bryophytes, record the immediate substrates(s) that the organism is
on.

*Distribution

Circle appropriate value.

Associated Species

List other species of interest found in the stand.

Elora Species Collections

Complete the following fields for that record to describe the collection information. Enter this
information in ISMS within the Collections table of the Affiliate section.

Collector

Enter the name of the person(s) who actually collected the specimen.

Collection Number

Enter the collector’s collection number. This is usually a sequential number that is
recorded for all collections made by that individual in their lifetime. It is usually
recorded in a log book so that the collector may relate voucher verification with the
specific specimen in question.

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2003 Survey Protocols for Category A & C Lichens

Collection date Record date of collection in field.

Date sent to taxa expert Record date specimen was sent to taxa expert for verification for tracking

purposes.

Verified by Enter the name of the person who does the final verification of the species.

Verification date Enter date that the specimen was verified

Location of voucher Enter location of the voucher. In most cases this should be a regional University

Herbarium.

Go to table on back side of form and ender the following information:

*Species Code- Enter the four to five digit alphanumeric code for plants only as listed in the ISMS

Species Name

species codes list or the USDA PLANTS database. No other codes should be
entered for any reason. Any species, including those not currently on the Survey
and Manage list, but for which it may be important to keep records of known sites
for future listing, may be recorded.

Enter the name of species at the site location. Unless the surveyor is absolutely
certain of the species code this field should be completed.

Total

Enter the number of stems or individuals described in this record.

*Phenology

Use ISMS pick list values.

Feature observations:

Feature type Determine the appropriate structure that best represents where the specimen was

Feature species

detected. The data entry program will only take one feature per record per site. For
multiple detections of the same species, list the feature that describes the most
common associated feature. Select the feature type from the ISMS picklist.

Decay Class

If a plant is found in association with logs or woody debris, list the appropriate
decay class (Brown 1985). 0 = Not applicable. 1 = Log, recently fallen, bark intact
or snag with fine limbs present. 2 = Log, bark intact, small twigs absent or snag
with 50% loose bark. 3 = Log, trace of bark or snag with bole form intact. 4 = Log,
bark absent or snag, losing bole shape. 5 = Log, decomposed or snag, form mostly
gone.

DBH

If a plant is found in association with a tree, snag, log or woody debris feature, list
the diameter at breast height (standing tree) or the largest diameter for down wood.
This is an important indicator of late serai legacy association.

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Appendix B

2003 Survey Protocols for Category A & C Lichens

Lichen & Biyophyte General Survey Field
Form & Instructions

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2003 Survey Protocols for Category A&C Lichens

General Survey Field Form

NOTE: All bold fields are to be completed on this forni. All uppercase-bold fields are to be entered into the ISMS
database. All fields marked by an * have a limited list of values (picklist) in the ISMS database.

General Survey Location
SURVEY LOCATION ID#

SURVEY DATE:

ADMIN. UNIT*:

SUB ADMIN*:

Landfonn*:

Area(ac):

Bedrock*:

Soil*:

ASPECT (DEG.):

Moisture*:

ELEV. (average) ft.:

Min: Max.

SLOPE: % Survev ID:

Location Directions:

LEGAL DESCRIPTION: T R S 1/4* 1/16* 1/64* Meridian: W H D

State: WA OR CA County: USGS Quad: 7.5min/15 min

UTM COORDINATES: E N Zone: 10

GPS Unit Used: Datum: NAD-27

Accuracy: + ^ ft. No. of Readings taken: No. of Satellites:

LAND USE ALLOCATION: Matrix/AMA, LSR, Riparian Rsv, Wilderness, Admin. Withdrawn , Other:

Location Notes:

Surveys

SURVEY TYPE*: Pre-Disturbance, Purposive, CVS EIA Strat Surv, Incidental, Known Site Strat Surv,

Monitoring, Other non-Strat Surv, Other Strat Surv, Species Specific, Unspecified Survey ID:

Project Name: Protocol*: Y N Unspecified

SURVEY METHOD*: Casual Observation, Complete, Cursory, Incidental, Inmitive Controlled, Unspecified

OBSERVER(S) :

Survey Notes:

Species Table: This is a list of the Survey & Manage species that were searched for. The Presence field
should be marked with Y (yes), N (no), or U (unknown) to indicate whether or not the species was found.

SPECIES

CODE*

PRESENCE*

Total

Quantity

Species
LoclD 1

1

1 SPECIES
1 CODE*

PRESENCE*

Total

Quantity

Species
Loc ID

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2003 Survey Protocols for Category A&C Lichens

General Survey Field Form Instructions

The General Survey Field Form should be completed for documentation purposes for each visit to a
survey area (generally defined as a project unit or other similar-sized area which is surveyed at one time). A
separate form should be used for separate portions of a project area, such as different units or portions of a
unit, that are not physically adjacent (e.g. cannot be illustrated with a single polygon). A complete summary
of the survey effort completed for one timber sale may, for instance, consist of several General Survey Field
Forms, one for each visit to each unit, and possibly more if any unit requires multiple surveys to complete a
single visit. The use of a regular format for the Survey Loc. ID (see below) will help to identify all records
that pertain to a single project. This field form will need to be completed even if no target species are found
in order to document that the survey effort was conducted to the correct protocol standards. Some fields
require the use of a limited set of values used by the ISMS database. Additional fields are included for
organization and tracking. For each individual site where a target species is found, an additional form
(Species Locations Field Form) is completed with information pertinent to that location. Complete the
General Survey Field Form in the field as surveys are done.

Neat and clean handwriting cannot be stressed enough. Please take a couple of extra seconds to ensure that
your handwriting is clear and that unique letters and numbers are discemable.

FLORA SPECIES LOCATION. Information in the Flora General Survey Locations Table captures the
spatial and physical information which is used to identify and locate the survey area. This information is
linked to the polygon in GIS which represents the survey area. Each visit to the same survey area should
contain identical information in this section.

Survey Loc.ID-

Survey Date
*Admin Unit-

*Sub Admin-

*Landform

Area(Ac)

This is a unique ID# for the survey area being documented. This may be character
and/or numeric. A suggested format is: two-letter abbreviations identifying the
Forest/BLM District, ranger district/resource area, and project name; plus a 2-
character value representing the unit (use zeros to fill in where needed, e.g. unit 5
would be 05) For example. Six Rivers National Forest, Mad River district, project
Upper Mad, unit 5A is identified as SRMRUM05A.

Enter the day, month (in 3 letter code, e.g. Jan), and year, (e.g.05/Oct/1999).

Enter the ISMS code for the administrative unit responsible for managing this species
location, (i.e. Forest or BLM District). Refer to ISMS codes sheets or pick lists for
values. Example: FS0510 = Forest Service, Region 5, Forest 10 (Six Rivers N.F.)

Enter the administrative sub-unit responsible for managing this species location (ie.
Ranger district or BLM resource area). Refer to ISMS codes sheets or pick lists for
values. Southriver = BLM, Roseburg District, Southriver Resource Area

Use ISMS pick list to obtain the value that best describes the site position where the
species observation was made.

This field is be used to record the total number of acres in the survey area,
individual unit of a sale or other identified survey area being recorded. This is the
area of the polygon in GIS to which this survey location description is linked. This
number may be equal to or larger than the actual number of acres surveyed during an
individual visit.

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2003 Survey Protocols for Category A & C Lichens

*Bedrock

Use ISMS pick list.

*Soil-

Record the soil type at the species location. Refer to ISMS pick list of values.

Aspect “

Aspect is recorded using a compass. It is determined by the direction the general
slope is facing and is recorded in degrees. Do not enter zero as a null value. Use
360° for north.

*Moisture-

Use the pick list values in ISMS.

ELEV(avg)

Give the average elevation (feet) within the survey area. The average elevation is
Required data. Elevation can be obtained from topographical maps or with calibrated
altimeters.

Min., Max.

Identify the lowest and highest point in the survey area.

Slope

Slope is measured in percent and determined using a clinometer, compass, or visual
estimate. Record % slope based on the general topography at the site.

Survey ID-

Enter a unique ID # for this survey visit. For tracking purposes, this should be the
Survey Loc ID# of the area being surveyed (above) plus a "1" or "2" which indicates
the first or second visit to that area. There is additional space for indexing if needed.
For example. Six Rivers National Forest, Mad River district, project Upper Mad, unit
5 A, visit number one is identified as SRMRUM05A-1 . Enter the same Survey ID as
is used on the Species Locations Field Forms for this survey. In this way,
information contained in either table can be used to describe a record and may be
queried together for reports. It is imperative that similar numbers and letters be
entered clearly.

Location Directions Provide detailed directions to the species location, include driving directions and

directions to the site off of the road.

Legal Description

Using a topographical map determine the Township, Range, and Section, Quarter
Section, and Sixteenth Section of the survey area being documented. If the area is in
more then one Section, quarter section, etc., record the one which represents the largest
portion. If detail to the sixteenth section is not appropriate, limit data entry to the best
quarter township.

UTM Coordinates

Record UTME and UTMN coordinates (to the nearest whole number).

*Accuracy-

Estimate how close you think the map location is to the actual site on the ground. Use
the pick list values in ISMS.

Land Use Allocation Circle the value that best represents the land use allocation where the species

location occurs.

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2003 Survey Protocols for Category A & C Lichens

Notes Provide any notes relevant to the species location.

SURVEY INFORMATION; Due to the structure of the ISMS database, each location record must be able
to stand alone, and provide its own record of some required survey information. Some of the following fields
duplicate fields found in the General Survey Data Form.

*Survey Type

Circle one of the values that best corresponds to the type of survey being documented,
(ie. Pre-disturbance, Purposive, etc.)

Project Name

Enter the name of the project within which this survey was conducted. This name is
designated by the local field unit, may be character and/or numeric.

Protocol

Circle Y or N to indicate whether the survey which resulted in this location record was
done to protocol standards.

*Survey Method

Circle the method used for this survey.

Observers -

Enter the last names of surveyors conducting the survey, separated by a forward slash,
up to 50 characters total.

Notes

Provide any notes relevant to the survey.

FLORA SPECIES TABLE records all plant species that were searched for or encountered during the
course of a survey visit. This list includes all Survey and Manage target species and may also be used to
document any other common species found during the survey. These additional species observations help to
document that a survey was done during appropriate weather.

*Species Code:

Enter the four to five digit alphanumeric code (as listed in the attached ISMS species
code list) for any species of vascular plant searched for or observed during the survey
visit. This species list includes both Survey and Manage species for which surv'eys
are required and other species. Additional species may also be documented in the
Survey Notes.

Presence-

For each species recorded, indicate if it was present or not (ie. a target S&M species
may have been searched for, but not found).

Total Quantity-

Record the total number of stems or individuals found during the entire survey visit.

Species Loc ID-

The Species Location ID (from the corresponding Species Location Field Fomi) can
be recorded for Survey and Manage species as a cross-reference to those location
records.

* fields with an asterisk have a pick list of values in ISMS

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Appendix C

2003 Survey Protocols for Category A & C Lichens

Lichen & Bryophyte Collection Packet Form
for Voucher Specimens

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2003 Survey Protocols for Category A&C Lichens

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2003 Survey Protocols for Category A & C Lichens

Notes:

BRYOPHYTES or LICHENS OF:

Admin. Unit:

T axon :

State: County: Location:

T R S Meridian: D, H, W; UTM n; UTM e: Zone:

Substrate & Site Characteristics (circle all that apply):

Soil: mineral soil, gravel, sand, loam, silt, clay, litter, duff, humus, peat, moss, or litter-fall
Rock type: granitic, serpentine, metamorphic, sedimentary, volcanic, or calcareous
Rock feature: outcrop, boulder, cliff, crevice, ledge, talus, or under-hang

Tree or Shrub: species: location: base, trunk, branch, root, stump,

snag, recently fallen tree, rotten log (decay class: ), bark, wood, or tree root-wad

Light: full sun, partial shade, full shade Elevation: ft. Slope: % Aspect: °

Topography: cut bank, ditch, meadow, roadside, ridge, slope, trail, or valley
Habitat: bog/fen, dense/opcn/cul forest, lake/pond, meadow, seep, spring, swamp, waterfall,
stream /creek /river (intermittent), wetland, seasonally wet area, splash zone, or submerged
Site Moisture Regime: dry, mesic, moist, or wet

Collector: Coll. No. Coll. Date:

Verified by: Date: Notes:

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2003 Sumy Protocols for Category A&C Lichens

Vouchering Policy for Purposive Surveys

1. How much to voucher?

If there isn’t very mueh material i.e. if there are only 1 or 2 bent setas {T. geniculata)
then it would be best to not remove any material. Instead look in and round the rest of
the plot to see if more populations are present and if enough material is present then make
a voueher. If a voucher is not eolleeted it’s very important to note that on the target
speeies plot eard. Often I use the 1 in 20 rule when vouchering a species.

2. Please use the voueher packet provided.

This will help us to keep the data consistent and it will also give us enough
information to make each collection a valuable eontribution to seienee. Finally the data
on the packet eorresponds to the ISMS database fomis, which will make data entry easier.

3. You must assign a personal colleeting number to eaeh paeket.

This ean be any numbering system that you are already using but it should be a
unique number for each packet. If you don’t have a personal numbering system you
eoLiId develop a system that includes your initials, the year and a number, i.e. JAHOO-1
etc. This unique collection number is important because it allows us to eommunieate
about a specifie eolleetion.

4. Please fill in the blanks and circle the appropriate fields on each packet. It is
important to be sure and put the CVS and S&M plot numbers on eaeh packet.

2003 Survey Protocols for Category A & C Lichens

Appendix D

Jan. 9, 2002 Memo: Centralized Process to
Identify/Verify Survey & Manage
Specimens Collected While Conducting
Surveys

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2003 Survey Protocols for Category A & C Lichens

2003 Survey Protocols for Category A & C Lichens

United States

Forest

R-6

OR/

Bureau of

United States

Department of

Service

R-5

WA

Land

Department of

Agriculture

CA

Management

Interior

Reply Refer To: 2630(FS)/1736-PFP (BLM) (OR-935) P Date: January 29, 2002

EMS TRANSMISSION
BLM-Information Bulletin No. OR-2002-

To: USDA Forest Service Forest Supervisors: Regions 5 and 6; USDI

Bureau of Land Management District Managers: Coos Bay,
Eugene, Lakeview, Medford, Roseburg and Salem and Field
Managers: Klamath Falls and Tillamook, OR and Areata, Redding
and Ukiah, CA

Subject: Centralized Process to Identify /Verify Survey and Manage

Specimens Collected While Conducting Surveys

Pre-disturbance and strategic surveys are required for the majority of Survey and Manage
(S&M) species under the Record of Decision and Standards and Guidelines for
Amendments to the S&M, Protection Buffer and other Mitigation Measures. In recent
years, a large number of known/suspected S&M specimens have been collected as a
result of these surveys. Many of these specimens/species are very difficult to identify
and require identification/verification from taxonomic experts.

This memorandum describes a centralized process (Enclosure 1) for identifying known
and suspected S&M specimens (or those unknown specimens that cannot be identified)
collected while conducting surveys. This procedure is essential to ensure that specimens
are handled in a consistent manner and the data is standardized so it can be effectively
used in the Annual Species Review process and amending management recommendations
and survey protocols. Deviation from this procedure may lead to data not being
considered in the Annual Species Review.

Field units conducting pre-disturbance and strategic surveys are asked to do the following
with specimens collected from these surveys:

• Specimens (known/suspected S&M species and those that cannot be identified)
collected from these surveys must be sent to the interagency taxa expert for
identification/verification. One specimen of lichens, bryophytes, and fungi should
be collected at each potential site, whereas one mollusk specimen per survey area
should be collected.

• Specimens collected from previous surveys, which have not been identified
through the interagency taxa expert should be sent to them for verification.

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2003 Survey Protocols for Category A & C Lichens

A centralized system for identifying/verifying and cataloging voucher specimens will
greatly improve data quality and consistency. The taxa expert’s role will include quality
Survey and Manage control of specimen identifications to ensure consistency. Regional
level contracts have been ore are in the process of being awarded; and qualified agency
personnel have been hired to ensure that identifications are consistent and correct.
Centralized contracting through the regional offices is the most fiscally efficient method
and also reduces competition for the limited number of available taxonomic experts.

It is expected that S&M specimen identifications and field notification should take no
longer than ten weeks (from the time they are received by the taxa expert). Field offices
should include in enough project planning time for the identification of S&M specimens.

Further questions can be directed to any of the interagency taxa experts (Enclosure 2) or
Bmce Rittenhouse, Strategic Survey Coordinator, at 503-808-2984.

/s/ Terry Brumley

TERRY L. BRUMLEY

Survey and Manage Program Manager

Enclosures

-S2-

2003 Survey Protocols for Category A & C Lichens

Mark Huff
Peggy Kain
Pat Ormsbee

R. Huff

Richard Helliwell
T. Brumley
Kathleen Cushman
Judy Harpel

cc;

FS Region 6

BLM Distribution
WO-230 (Room 204 LS) - 1
CA-330 (Paul Roush) - 1
CA-930 - 1

OR-930 (Ed Shepard) -1
OR-933 (Janis VanWyhe) - 1
OR-935 (Neal Middlebrook,

Russell Holmes, Kelli Van Norman,
Stephanie Sprague, Paul Hohenlohe,
Bruce Rittenhouse, Nancy Duncan) - 7

Chiska Den-
Deb Quintana-Coyer

FS Region 5
Paula Crumpton
Jan Ford
David Diaz
Bob Mobley
Kathy Anderson
FS PNW
Randy Molina
Tina Dreisbach
Dede Olson
Mike Castellano
Brian Bi swell

FWS:

Barbara Amidon,

Laura Finley,

Monty Knudsen,

Steve Morey,

Heather Hollis

REO:

Jay Watson,

Debbie Pietrzak

K:\nr\services\coiTespondence\brumley\2630_centralizedprocesstolD_verify_SMspecime
ns. doc

Edit: canderson: NR98: 1/25/02
Reedited per BLM 1/29/02

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2003 Survey Protocols for Category A & C Lichens

Enclosure 1 Specimen Processing Description

The following requirements for voucher collections needing identification/verification
will apply to all pre-disturbance and strategic survey fungi, lichen, bryophyte, and
mollusk specimens. Field units are required to send all known or suspected S&M
specimens collected while conducting surveys (pre-disturbance and strategic surveys) in
the above taxa groups to the Interagency Taxa Expert for identification/verification
(Enclosure 2).

These specimens should include known or suspected S&M species and other unknown
specimens that cannot be identified at the field level. Common, non-S&M species are not
to be sent to the taxa expert. Once the specimen has been identified, the field unit will be
notified on the species determination. At the discretion of the taxa expert, specimens
may be returned to the field units to provide local reference material following species
identification.

For lichens, bryophytes and fungi at least one voucher specimen should be collected at
each potential known site. For mollusks, one specimen should be collected per survey
area (e.g. timber sale unit). The best available mollusk specimen, preferably an adult,
should be collected. Instructions for handling and sending specimens are available from
the taxa expert.

In the case of lichens and bryophytes the field unit can request from the taxa expert that a
duplicate specimen be returned (they should collect enough material so that a duplicate
specimen be returned). The following information must accompany each specimen: date
of collection, collector, collection number, location (including directions, UTM
coordinates, type of survey, habitat, etc.) and preliminary species identification, if
available.

Verification and documentation of voucher collections is also needed for strategic and
pre-disturbance surveys that have already been completed. All existing voucher
collections from previous surveys that have not been identified/verified by the taxa expert
(or regional contracts administered by the taxa expert) should be sent to the respective
taxa expert for identification/verification. As above, specimens may be returned upon
request at the discretion of the taxa expert. Each specimen should be accompanied by the
above information along with the name of the person who made the species
determination. This does not apply to those specimens that were identified by contractors
for which the contract specified that ownership of the specimen would transfer to the
contractor. In this case the repository of the specimens and ISMS location ID number
should be provided.

The identification/verification of specimens has varied among the different taxa groups.
For example, fungi specimens to be identified typically have been sent to the S&M
mycology lab in Corvallis. Due to the large number of specimens collected while
conducting pre-disturbance and strategic surveys, the time it took to identify specimens
did not occur in a timely fashion. This resulted in delays of project planning and

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2003 Survey Protocols for Category A & C Lichens

implementation. As a result some field units decided to use other contractors to identify
their specimens. In some cases when the interagency taxa expert reviewed these
identifications they found misidentifications or the contractors kept the specimens.

For mollusk species, the identification of specimens has varied by field unit. Many of the
identifications have been done by field crews (who have taken mollusk identification
training) or sent to regional experts (agency personnel or contractors). As a result the
criteria used for identification and the reliability of mollusk identifications has been
inconsistent and quality control is not possible without a collected voucher specimen (in
many cases mollusk collections were returned to where they were collected). Accuracy
of specimen identification has been shown to be as low as 9 percent (Data from Northern
California “GOBIG” surveys).

It is expected that S&M specimens will be identified in a timely manner. This is a result
of no longer requiring pre-disturbance surveys for fungi, awarding centralized regional
contracts with taxonomic experts that should allow for quality identifications and a
quicker return of specimens, and having full time taxa experts for all taxa groups. It is
expected that identifications should take no longer than 1 0 weeks for the field to be
notified of identifications. Field offices should build in enough planning time to include
the identification of S&M specimens.

During the latest species review process many of the locations of species were disputed
because of identification concerns. Members of the review panels were not sure of the
reliability of the person who identified specimens thus negating several apparent known
sites. A centralized process of identifying specimens will eliminate these concerns.

Additionally, voucher collections will serve as documentation in the event that species
management and the data on which it relies are challenged. These collections will be
housed in university herbaria/museums or other public locations. Field units can request
from the taxa experts specimens for training purposes. Voucher collections provide
reference material for future management to ensure consistency of identification,
particularly as personnel change.

-85-

Enclosure 2

List of Regional Interagency Taxa Experts

Fungi:

Tina Driesbach
PNW Forestry Sciences
3200 SW Jefferson Way
Corvallis OR 97331
541-750-7404
tdreisbach(2/),fs.fed.us

Mollusks:

Paul Hohenlohe
PNW Forestry Sciences
3200 SW Jefferson Way
Corvallis OR 97331
541-750-7403
phohenlohe(5),fs.fed.us

Bryophytes:

Judy Harpel

Gifford Pinchot National Forest
10600 NE 5 L‘ Circle
Vancouver, WA 98682
360-891-5121
iharpel(a),fs.fed.us

Lichens:

Chiska Derr
c/o Judy Harpel

Gifford Pinchot National Forest
10600 NE 5 L‘ Circle
Vancouver, WA 98682
360-449-7853
cderr(S),fs.fed.us