Skip to main content

Full text of "Monitoring Shoshonea pulvinata in the Pryor and Beartooth Mountains, Carbon County, Montana : 1999 trend report"

See other formats


Monitoring Shoshonea pulvinata 

in the Pryor and 

Beartooth Mountains, 

Carbon County, Montana 

1999 Trend Report 

Prepared for: 

Bureau of Land Management 

Billings Field Office 

810 East Main 

Billings, MT 59105-3395 

Prepared by: 
Bonnie Heidel 



June 2001 




MONTANA 



Natural Heritage 

Program 



Monitoring Shoshonea pulvinata 

in the Pryor and 

Beartooth Mountains, 

Carbon County, Montana 

1999 Trend Report 



© 2001 Montana Natural Heritage Program 

state Library Building • P.O. Box 20 1 800 • 1 5 1 5 East Sixth Avenue • Helena, MX 59620- 1 800 • 406-444-3009 



Agreement 1422E930A960015, Task Order No. 23 



This document should be cited as follows: 

Heidel, B. 2001. Monitoring Shoshonea pulvinata in the Pryor and Beartooth Mountains, Carbon 

County, MT. 1999 trend report to Bureau of Land Management, MT. Montana Natural Heritage 
Program, Helena. 11 pp. plus appendices. 



Executive Summary 



Shoshoneapulvinata represents a monotypic 
genus that is endemic to the Beartooth and Pry or 
mountain ranges of Carbon County, Montana and 
the Absaroka and Owl Creek ranges of Park and 
Fremont counties, Wyoming (Lesica and Shelly 
1988, Fertig et al. 1994 ). The species is ranked 
as G2G3/S 1 (globally imperiled or vulnerable, 
critically imperiled in the state) by the Montana 
Natural Heritage Program. It is recognized as 
sensitive by the Montana State Office of the 
Bureau of Land Management (USDI BLM 1 996). 

Demographic monitoring was repeated at 3 
permanent belt transects in 1 999 following an 
annual baseline monitoring in 1 99 1 - 1 993 to 
evaluate the stability oi Shoshoneapulvinata 
numbers and its status as a sensitive plant species. 
In the original monitoring survey the species 
appeared to be stable, however, potential threats 
and impacts to existing populations were identi- 
fied. In this study we determined changes in the 
numbers of individuals by size and reproductive 
characteristics within the sample plots, tracking 



individual plants between years, in order to 
determine speciesirates of growth, fecundity, 
recruitment and mortality. As a result, we 
found less difference between mortality and 
recruitment in the 1 993 - 1 999 interval as 
compared with differences between earlier 
annual monitoring intervals. This further 
documents the relative stability of the species 
in a range of settings, and its long-lived nature. 

Growth rates were calculated to characterize 
trend. The Grove Creek transect had the 
highest growth rate values and is the sample 
set with the highest densities and highest 
proportion of small, possibly young plants. 
The Mystery Cave Ridge Transect had the 
lowest growth rate, and is the sample set with 
the lowest densities and high proportion of 
large, possibly old plants. Preliminary interpre- 
tations are offered for these opposite trends 
subject to testing in the course of management 
planning and assessment. 



Acknowledgements 

The interest and support of Don Heinze, Jay 
Parks and Sandy Brooks (Bureau of Land 
Management) is greatly appreciated. The 
establishment of monitoring plots and coordi- 
nation of all previous years of monitoring 
between 1991-1 993 was the work of Peter 
Lesica. Editing assistance was provided by 
Joy Lewis (Montana Natural Heritage Pro- 
gram) and layout assistance was provided by 
Katrina Scheuerman (Natural Resources 
Information Service.) 

This project was supported by a challenge 
cost-share agreement between the Bureau of 
Land Management and the Montana Natural 
Heritage Program. 



Table of Contents 



Introduction 1 

Study Area 2 

Methods 2 

Results 4 

Discussion 9 

Life History Considerations 9 

Management Recommendations 9 

Literature Cited 11 

Tables and Figures 

Table 1. The settings of Shoshonea pulvinata monitoring transects 2 

Table 2. Summary statistics for Shoshonea pulvinata at three monitoring sites in 1991-1999... 4 

Table 3. Mean annual recruitment and mortality numbers of Shoshonea pulvinata 6 

Table 4. Mean flower production of Shonea pulvinata 6 

Table 5. Measures of viability based on growth rate and elasticity 6 

Table 6. Tally of Shoshonea pulvinata plant size changes 7 

Table 7. Measures of plant surface area trends based on growth rate and elasticity 7 

Figure 1. Photo of Shoshonea pulvinata 1 

Figure 2. Illustration of Shoshonea pulvinata 1 

Figure 3. Shoshonea pulvinata at Grove Creek transect n total numbers 5 

Figure 4. Shoshonea pulvinata at Mystery Cave Ridge transect n total numbers 5 

Figure 5. Shoshonea pulvinata at Mystery Cave Road transect n total numbers 5 

Figure 6. Shoshonea pulvinata at Grove Creek transect n total surface area 8 

Figure 7. Shoshonea pulvinata at Mystery Cave Ridge transect n total surface area 8 

Figure 8. Shoshonea pulvinata at Mystery Cave Road transect n total surface area 8 



Appendices 

Appendix A. Study area photographs 

Appendix B. Climate of Lovell, Wyoming 

Appendix C. Mean monthly precipitation and temperature in Lovell, Wyoming 

Appendix D. Shoshonea pulvinata raw monitoring data 

Appendix E. Global and State Ranking Guidelines 



m 



Introduction 

Shoshoneapulvinata Evert & Constance is a 
long-lived, mat-forming perennial in the Carrot 
Family This recently described species (Evert 
and Constance 1 982) represents a monotypic 
genus that is endemic to the Beartooth and 
Pry or mountain ranges of Carbon County, 
Montana and the Absaroka and Owl Creek 
ranges of Park and Fremont counties, Wyo- 
ming (Lesica and Shelly 1 988, Fertig et al. 
1 994). In Montana, Shoshoneapulvinata is 
generally restricted to shallow, calcareous soils 
of exposed limestone outcrops, rims, 
ridgetops and talus slopes at 6,800-7,800 ft 
(Lesica and Shelly 1988). The species is 
ranked as G2G3/S 1 (globally imperiled or 
vulnerable, critically imperiled in the state) by 
the Montana Natural Heritage Program. It is 
recognized as sensitive by the Montana State 
Office of the Bureau of Land Management 
(USDI BLM 1 996). It was a former candi- 
date for listing as a threatened or endangered 
species by the U.S. Fish and Wildlife Service 
(USDI FWS 1 993) until dropped as a candi- 
date in 1 996 with the elimination of the candi- 
date program. 




Montana botanists initiated demographic monitor- 
ing oi Shoshoneapulvinata in 1991 to learn 
about the speciesi status and stability, including 
growth, fecundity, recruitment and mortality rates. 
All known populations oi Shoshoneapulvinata in 
Montana appeared to be stable at the time of the 
status survey (Lesica and Shelly 1988). However, 
potential threats and impacts to the species were 
identified, including oil, gas, and mining develop- 
ments in the Beartooth Mountains, and grazing of 
wild horses and bighorn sheep in the Pry or Moun- 
tains (Lesica 1993). Three permanent monitoring 
transects were established in 1 99 1 (Lesica and 
Achuff 1 99 1 ). Mapped individuals were followed 
for 2 consecutive years. The preliminary analysis 
indicated that the sample populations were stable 
(Lesica 1992, 1993). Mortality and recruitment 
were characterized as low and episodic. The 
change in plant size as an indication of vigor did 
not change significantly overtime. The author 
recommended that the plots be periodically re- 
read to check for major changes in trend. The 
plots were re-read in 1 999, and this report 
represents a review of trends, with expanded 
information on life history parameters. 




Figure 1 . Photo oi Shoshoneapulvinata 
by Peter Lesica 



Figure 2. Illustration oi Shoshoneapulvinata 



Study Areas 



Permanent belt transects were established in 2 of 
the 4 known populations of the species in Mon- 
tana. One belt transect was established in the 
largest Montana population of Shoshonea 
pulvinata, Grove Creek, on the east slopes of the 
Beartooth Mountains. Two permanent belt 
transects were established in a large Montana 
population oi Shoshonea pulvinata at the east 
end of the Pry or Mountains near Mystery Cave. 
The 2 transects are referred to as Mystery Cave 
Ridge and Mystery Cave Road transects. They 
are within the newly-designated East Pry or 
Mountains Area of Critical Environmental Concern 
(ACEC). Locations of transects are detailed in 
LesicaandAchuflF(1991) with annotations in 
Lesica(1993). 

The transects encompass relatively high densities 
oi Shoshonea pulvinata in a range of microhabi- 
tats. The settings of the transects are briefly 
characterized below (Table 1). A photograph of 
the transect at the Mystery Cave Road transect is 
shown in Appendix A, accompanied by photo- 



graphs of the Mystery Cave Ridge transect 
setting and the Grove Creek transect setting. 
The species occupies lower montane ridges 
that rise above cold desert. Meteorological 
data from the nearest monitoring station at 
Lovell, Wyoming represents the cold desert 
climate. It has mean annual rainfall of 1 7.0 cm 
(6.7 in.) that varies greatly within and between 
years, and mean annual temperatures that 
contribute to drought conditions throughout 
most of the growing season (Appendix B; 
from NOAA records, 1 948- 1 999). While the 
temperature and rainfall values of montane 
settings are typically moderated by elevation, 
the arid habitats oi Shoshonea pulvinata are 
located on exposed, montane ridges. 

Monthly rainfall totals and mean monthly 
temperature values are presented over 1 990- 
1 999, including the year prior to initial moni- 
toring, to show the range of climate conditions 
from the nearest meterological station at 
Lovell, WY (Appendix C.) The lowest annual 
precipitation year was 1 999 with a total 4.08 
inches; other low precipitation years below the 
mean were in 1 990 and 1 994. 



Table 1. The settings of Shoshonea pulvinata monitoring transects 


Transect 


Aspect 


Slope (est. 

%) 


Tree canopy 
cover (est. %) 


Description 


Grove Creek 


Northwest 


5 


5 


Very open Umber pine woodland, on 
hmestone pavement 


Mystery Cave Ridge 


Southwest 


1 


1 


Exposed rim outcrop adjoining forest, on 
hmestone pavement 


Mystery Cave Road 


West 


1 


35 


Open Douglas-fir forest, on limestone 
covered by duff 



Methods 

Our goal was to detect all changes in the numbers 
of individuals by size and reproductive characteris- 
tics within the sample plots, tracking individual 
plants between years, in order to determine 
speciesirates of growth, fecundity, recruitment 
and mortality. We followed a total of 1 6 1 individu- 



als between 1991-1 993 and revisited them 6 
years later to check for major trend changes. 

In the particular case of long-lived perennials, 
demographic monitoring has far greater value 
than census techniques because noticeable 
changes usually occur slowly, and important 



growth-limiting population-level events may be 
infrequent. Demographic monitoring of 
growth, fecundity, recruitment and mortality 
are essential to understand the condition and 
trends of plant populations, particularly long- 
lived, slow-growing species. The extra time 
required for demographic monitoring is a 
modest trade-off in return for the great amount 
of additional life history information and basis 
for analysis. 

For optimal sample sizes in demographic 
monitoring, permanent 1 0-m belt transects of 
0.5-m width were placed in areas of relatively 
high density oiShoshoneapulvinata plants. 
This procedure is described in the original 
establishment report (Lesica and Achuflf 
1991), consistent withLesica(1987). The 
monitoring was designed to track individuals 
over time for comparison within transects, 
rather than between transects. Each transect 
contained fewer than 1 00 plants, and this 
sample set signified between 1-3% of esti- 
mated population numbers in the Grove Creek 
transect and combined in the Mystery Cave 
transects, respectively. 

Study site locations are detailed in Achuflfand 
Lesica (1991) with annotations in Lesica 
(1993). Monitoring was conducted during or 
after flowering, generally between June 1 6-29, 
except for the establishment date of the Grove 
Creek transect on 29 July, and the delay until 
August in reading transects in 1 999. The leaf 
petioles elongate slightly over the summer, so 
that an August reading might give different 
surface area estimates. We estimated surface 
area conservatively for this reason. The timing 
of the survey in 1 999 was beneficial because it 
provided data on the seedling stage, which is 
discussed in this report but not incorporated in 
analysis because all previous monitoring took 
place before seedlings emerged. 

At every transect, each Shoshonea pulvinata 
plant is assigned a unique alpha-numeric code 
that identifies it. If the plant occurred in the 



first meter of the belt transect, it is given the code 
ill followed by a letter assigned in order. In 
1 991 there were 6 plants recorded in the first 1 
meter of the Grove Creek transect. We assigned 
these 6 plants the following codes la, lb, Ic, Id, 
1 e and 1 f (Appendix D). These unique codes 
remain assigned to the plant at that location for the 
duration of the study. If a new plant appears in the 
first meter of this belt transect in subsequent years, 
it will be assigned the code 1 g etc. Assigning a 
unique alpha-numeric code to each plant allows us 
to easily follow the fate of individuals during the 
coarse of the study. 

After the coordinates of each plant have been 
recorded, its size is estimated using a 50 cm X 50 
cm sheet of clear plexiglass marked into a grid of 
squares that are 4 cm X 4 cm each. The grid is 
placed on top of each Shoshonea pulvinata plant 
in a random orientation and the number of 1 /4- 
squares that are filled by green vegetation is 
counted (Fig. 3). For each plant, we counted the 
number of 1/4-squares and multiplied the total by 
4. This gives the area of the foliage in square- 
centimeters. Many larger plants have died out in 
the center; this dead region is not counted. Finally, 
for each plant, the number of infiorescences is 
counted. This procedure is repeated for every 
Shoshonea pulvinata plant in the 50-cm wide 
belt transect defined by the tape. Each plantis size 
and reproductive status can now be summarized 
using the following codes: 

A (area) = area of vegetation in square- 
cm 

I (infiorescences) = number of infiores- 
cences 

Thus, a plant with an area of 6 1/4-squares and 3 
infiorescences is coded, A24-I3. In addition, 
seedlings were recorded (AO) and mapped in 
1999. 

The single-stalk plants consistently fell within the 
smallest category, the iA4i category measuring 
less than or equal to 4 cm<. This is ultimately the 



only size category that was not found in flower, 
though flowering was rare in plants less than 1 6 
cm<. All plants of 1 6 cm< or less were referred to 
as juvenile plants in previous reports on this study, 
but this name can be misleading. There were 
plants that remained in the i A4i category through- 
out the entire nine-year monitoring timespan. We 
now refer to the iA4i as the smallest class without 
reference to age, and distinguished it from flower- 
ing and nonflowering plants. The largest plant 
documented was 2,272 cm< at the Mystery Cave 
Ridge in 1 999. We otherwise split and tallied the 
results in the original categories of Lesica (1 992): 

( 1 ) Smallest plants, area of 1 5 cm< or less 

(2) Small mature, area of 16-80 cm< 

(3) Large mature, area of > 80 cm< 

In comparing the size values between years, we 
scored all changes as net increases or decreases if 
values differed between years for plants less than 
16 cm<. Size estimate consistency diminishes with 
size and we did not score values as changing if 
they were no more than 4 cm< difference between 
years for plants larger than 1 6 cm<. 

Originally, a t-test and Wilcoxonis sign tests were 
used with data representing tallies of the number of 
plants which had increased, decreased or re- 
mained with the same surface area (Lesica 1993). 



A g-test (Sokal and Rohlf 1 98 1 ) was substi- 
tuted for the former as a more robust test of 
significance. 

We graphed trends in plant numbers and in 
plant sizes to provide an overview of gross 
changes. The tallies distinguished between the 
smallest size category plants and larger flower- 
ing or nonflowering plants. Then we calculated 
the linear regression of values over time. 
Monitoring was originally set up for stage- 
based monitoring, but the sample sizes were 
small for running projections. Instead, we 
calculated the estimated elasticity parameter to 
determine how quickly the mean changes, and 
the estimated growth rate parameter to 
determine how quickly the variance in the 
normal distribution changes (Dennis et al. 
1 99 1 ). These were calculated using the Excel 
Toolkit regression analysis, and forcing the 
regression line to have a y-intercept of zero. 

Results 

The numbers of plants in sample populations 
has been stable at Grove Creek and Mystery 
Road. Sample populations declined apprecia- 
bly at Mystery Ridge in 1 99 1 -92 but were 
stable in 1 992-93 . The net changes in number 



Table 2. Summary statistics for Shoshonea pulvinata at three monitoring sites in 1991-1999 . 




Grove Creek 


IVfystery Cave Ri(^e 


IVfystery Cave Road 




1991 


1992 


1993 


1999 


1991 


1992 


1993 


1999 


1991 


1992 


1993 


1999 


Total estaWished (dants 


57 


68 


66 


67 


32 


23 


22 


19 


50 


47 


47 


45 


Mature plants 


28 


26 


29 


33 


31 


19 


19 


16 


44 


1 


38 


41 


Reproductive [dants 


16 


11 


15 


29 


21 


12 


16 


14 


30 


14 


30 


26 


Reproductive rate 


57% 


42% 


52% 


87% 


71% 


65% 


84% 


87% 


68% 


37% 


79% 


51% 


Seedlings 


- 


- 


- 


13 


- 


- 


- 


- 


- 


- 


- 


11 


Mortality 


- 


3 


7 


4 


- 


10 


2 


3 


- 


4 


1 


4 


Mortality rate 


- 


5% 


10% 


6% 


- 


30% 


9% 


14% 


- 


8% 


2% 


9% 


Recruitment 


- 


14 


5 


5 


- 


1 


1 





- 


1 


1 


2 


Recruitment rate 


- 


25% 


7% 


8% 


- 


3% 


4% 





- 


2% 


2% 


4% 



Reproductive rate is the number of plants producing inflorescences/number of mature plants. Mortality rat( 
is the number of dead plants in year t/number of plants in year t-1. Recruitment rate is the number of new 
plants in year t/number of plants in year t-1. 

4 







Shoshonea pulvinata at Grove Creek 
Transect - Total Numbers 




70/^ 


^^ 


/ ^ ^ A 


1- 




60 
50 
40 
30 
20 
10 
n 




^ ^ 








h 




J 










1 


J 


J 




B Smallest plants 
BNonflowering plants 
D Flowering plants 






— 




1 


■1 

— 7^ 


^ / 












1991 1992 1993 1999 







Figure 3 



Shoshonea pulvinata at Mystery Cave Ridge 
Transect - Total Numbers 



35 
30 
25 
20 
15 
10 
5 




n 



fl 



a 



a 



■ Smallest plants 
BNonflowering plants 
D Flowering plants 



1991 1992 1993 1999 



Figure 4 



Shoshonea pulvinata at Mystery Cave Road 
Transect - Total Numbers 



50 
40 
30 
20 
10 




I W I W I W I W X 



n Smallest plants 
HNonflowering plants 
D Flowering plants 



1991 1992 1993 1999 



Figure 5 

5 



Table 3. Mean annual recruitment and mortality numbers of 
Shoshonea pulvinata 




Mean annual no. of plants 




Grove Creek 


Mystery Cave 
Ridge 


Mystery Cave 
Road 


Recruitment 


8.00 


0.66 


1.30 


Mortality 


4.60 


5.00 


3.00 


Recruitment: 
Mortality 


1.74 


0.13 


0.43 



of plants over 6 years between 1993-99 were 
equal or less than the changes in numbers between 
1991-1992 at all 3 sites (Figures 3-5). The raw 
monitoring data results are presented in Appendix 
D. 

Recruitment and mortality calculations, spanning 
1991-1 999, provide meaning to the pattern in 
total numbers. Mortality and recruitment were 
generally low at all sites throughout the period 
except for high recruitment at Grove Creek in 
1 99 1 -92 and high mortality at Mystery Cave 
Ridge in 1 99 1 -92 (Table 2). The average recruit- 
ment values at Grove Creek are on an order of 
magnitude greater than at Mystery Cave Ridge 
(Table 3). 

The low degree of change in mortality and recruit- 
ment over the 6-year interval as compared to the 
annual intervals of monitoring supports the inter- 
pretation that mortality and recruitment are epi- 



sodic. The low mortality rates indicate that 
Shoshonea pulvinata is a long-lived perennial 
of typically stable numbers, consistent with its 
cushion-plant growth form. 

There are similar levels of mortality in each 
transect, but recruitment levels vary between 
transects by an order of magnitude (Table 3). 
The ratios between recruitment and mortality 
thus differ by similar magnitudes. 

Low recruitment can be due to low seed 
production, low germination, or predation. As 
a step in evaluating seed production, we 
examined flower production tallies (Table 4). 
Flower production data indicates that Mystery 
Cave Ridge transect flowering levels are 
several times higher than either of the other 2 
transects in terms of total number of inflores- 
cences and mean number of inflorescences per 
plant. Seedlings were absent from Mystery 



Table 4. Mean flower production of Shoshonea pulvinata 




Grove Creek 


Mystery Cave Ric^e 


Mystery Cave Road 


Total no. of 
inflorescences 


Mean no. 
inflor/plant 


Total no. of 
inflorescences 


Mean no. 
inflor/plant 


Total no. of 
inflorescences 


Mean no. 
inflor/plant 


1991 


97 


6 


366 


17.4 


209 


6.3 


1992 


37 


3.7 


158 


12.5 


44 


3.1 


1993 


93 


6.2 


329 


20.5 


114 


3.7 



Table 5. Measures of viability based on population growth and elasticity 




Grove 
Creek 


Mystery Cave 
Ricfee 


IVfystery Cave 
Road 


Slope of linear regression (est. 
of growth rate) 


1.898405 


-0.06518 


-0.01598 


Rate of change in the mean 
(est. of elasticity) 


4.456574 


0.04032 


0.001256 



Cave Ridge, unlike the other sites, despite the 
high mean flower production levels. We can 
rule out low seed production as the cause for 
low recruitment at Mystery Cave Ridge unless 
explained by such factors as the preponder- 
ance of staminate flowers among inflores- 
cences, low seed set, or the high levels of 
flower abortion per inflorescence. 

Linear regressions were calculated to deter- 
mine that increase of the Grove Creek sample 
population is significant, while the decreases of 
the Mystery Cave sample populations are not 
significant (Table 5; P=0.05). This analysis is 
customarily used with 8-9 years of census 
data to accommodate for stochasticity (Dennis 
et al. 1 99 1 ). While the environment of 
Shoshoneapulvinata fluctuates greatly over 
time, the numbers of plants did not fluctuate 
between any monitoring interval. Thus, this 
tool serves in this case for preliminary trend 
analysis. 

Finally, we re-examined the data on net plant 
surface area (Figures 6-8). It shows that 
Mystery Cave Ridge is the only sample set 
with plants that have increased in surface area. 
Plants at Mystery Cave Road, the shaded site, 
decreased in surface area. 



While many plants grew larger over the 1991- 
1 993 interval at all 3 sites, only the Mystery Cave 
Ridge plants continued that trend in 1 993-1 999 
(Table 6). Note that the table below represents 
only those plants present throughout the 9-year 
monitoring interval, omitting plants that died or 
were newly established in the course of the 
monitoring. The linear regression calculations that 
represent the net change in surface area among 
persisting plants document the significance of 
Mystery Cave Ridge increase, but neither of the 
decreases at the other two sites are statistically 
significant (Table 7; P=0.05.) 

According to the 1991 -93 monitoring surveys 
Shoshoneapulvinata populations appeared to be 
healthy and stable. The 1993 data analysis fo- 
cused on evaluation of plant surface area, a 
measure of growth, as reflected in the numbers of 
plants that increased, decreased, or remained the 
same. In 1 999, only the number of plants that 
increased in plant size at Mystery Cave Ridge is 
statistically significant. But long-term trends are 
difficult to detect over a short time span for a 
slow-growing perennial, and the added 6 year 
monitoring interval represented an extension of 
previous patterns. The surface area change 
(increase or decrease) of most plants was 0-12 
cm< over the nine year period. Many of the very 



Table 6. Tally of Shoshonea pulvinata plant size changes 




1991 ii 1993 size comparison 




1993 - 1999 size comparison 


Same 


Larger 


Smaller 


Total 


Same 


Larger 


Smaller 


Total 


Grove Creek 


19 


24 


10 


53 


35 


15 


11 


61 


Mystery Cave Ridge 


5 


12 


4 


21 


5 


10 


4 


19 


Mystery Cave Road 


9 


21 


16 


46 


10 


14 


19 


43 



Table 7. Measures of plant surface area trends based on 
population growth and elasticity 




Grove 
Creek 


IVfystery Cave 
Ricfee 


IVfysteryCave 
Road 


Slope of linear 
regression (est. of 
growth rate ) 


-0.0035 


1.171583 


-0.02798 


Rate of change in 
the mean (est. of 
elasticity) 


0.000963 


18.76083 


0.001199 



Figure 6 



(0 

£ 

Q) 

o 

3 

S 
o 


2500 n 
2000 
1500 
1000 
500 
n 


Shoshonea pulvinata at Grove Creek 
Transect - total surface area 


^ 








^^ 






^ 




^^^H 


^^^H 




1 




1 


1 






I 






I 












1991 1992 1993 


1999 





Figure 7 

Shoshonea pulvinata at Mystery Cave Ridge 
Transect - total surface area 



2500 



(0 

£ 

o 
o 

3 
0) 

15 

'4-1 

o 



2000 




1991 



1992 



1993 



1999 



Figure 8 



Shoshonea pulvinata at Mystery Cave Road 
Transect - total surface area 



2000 
I 1500 
I 1000 

3 

15 500 
o 

'4-1 





1991 



1992 



1993 



1999 



smallest plants (4 cm<) in 1991 were the same 
size in 1 999.The maximum growth of 80 cm< 
over 9 years was held by the largest plant 
among all plots, which began at 488 cm<. If it 
had grown in the past at this same rate, it 
would be over 50 years old, a very conserva- 
tive estimate. We also looked at change in net 
surface area of plants that were present 
throughout the monitoring period. A net 
decline in Shoshoneapulvinata canopy cover 
for Mystery Cave Road is indicated (Figure 
8). This could be due to shading effects. 

Discussion 

Life History Considerations 

Critical life history transitions and rates con- 
trast at the 3 sites. The seed germination stage 
appears to be the critical life history transition 
for Shoshoneapulvinata at Mystery Cave 
Ridge, which had the greatest decline. The 
Mystery Cave Ridge transect is comprised of 
large, expanding plants that flower prolifically, 
but seedling germination is uncommon. It has 
the lowest recruitment rate and seedlings were 
absent in 1 999 unlike the other 2 transects. 
This setting is the most exposed of the 3, and 
appears to be a place where plants are old. It 
also has the highest mortality of the 3 
transects, compounding the affects of low 
germination. The mortality values were highest 
in 1 992, even though the 1 99 1 -92 annual and 
growing season precipitation levels were at or 
above mean precipitation levels as indicated 
by the nearest station in Lovell, WY. Mortality 
was not selective; the plants that died, that in 
1 992 ranged from 4 n 28 cm<; skewed 
toward the large end of the range. Both 
flowering and nonflowering plants died. All 
mortality was concentrated in half of the 
transect, and 2 contiguous frames had 1 00% 
mortality. The habitat does not vary much 
across the length of the transect, so the 
concentrated mortality points to a localized 
mortality factor. Without knowing the cause. 



we do not know its chance for recurrence. We did 
not see signs of herbivory in 1 999. There was a 
rust present on the leaves of a few plants, but 
there was no apparent affect at the time of moni- 
toring. 

The seedling recruitment stage also appears to be 
the critical life history transition at Mystery Cave 
Road. While the decline in numbers is not as steep 
as the other Mystery Cave transect, the affects of 
low recruitment may be compounded by accom- 
panying declines in plant vigor (surface area) over 
time. Possible explanations for decline in vigor 
include the increases in shade or the increase in 
Douglas-fir needle litter over time. The decreasing 
vigor of Mystery Cave Road plants corroborates 
observations made by Lesica and Shelly (1 988) 
that plants in shaded habitat appeared to be less 
vigorous than those in full or nearly full sunlight. 

Fecundity is perhaps the limiting factor at the 
Grove Creek sample population. Of all the study 
sites. Grove Creek had the highest recruitment and 
is comprised of higher densities of smaller plants, 
possibility indicating a younger population age 
structure. 

The data on life history transitions and rates 
provides more meaningful trend data than mea- 
surements of plant size. 



Management Recommendations 

The study results point to the importance of 
species longevity and recruitment. We recom- 
mend that a priority be placed on avoiding 
impacts from management actions or develop- 
ments. 

We note that there is a high concentration of 
regional endemic plant species in the Pry or Moun- 
tains area (Lesica and Achuff 1 992, Heidel and 
Fertig 2000), with habitat overlap between 2 of 
the rarest, Shoshoneapulvinata and Lesquerella 
lesicii. They overlap with other tracked species 



and potential species of concern. In addition, their 
habitats represent high-elevation phases of unique 
cushion plant communities. Significant populations 
of all 3 lie within the East Pry or Mountains ACEC, 
recently established. Based on results of this study, 
avoiding impacts to Shoshoneapulvinata is 
integral to speciesi conservation. 

It is appropriate that the fire management policy 
and any related vegetation management address 
these species as protection targets, in collabora- 
tion with Bighom Canyon NRA, to maintain 
early- to mid-successional conditions on suitable 
ridge settings without destabilizing the habitat. The 
work of identifying timber and fire management 
objectives on the East Front of the Pry or Moun- 
tains would ideally include a monitoring study of 
Shoshoneapulvinata response to litter removal, 
canopy opening, and prescribed bum. 

We do not have data or observations that will 
support or refute the need for evaluating the 
affects of wild horses and bighom sheep on 
Shoshoneapulvinata. No direct evidence of 
grazing was observed. The effects of horse 
trampling on lower-elevation cushion plant com- 
munities have been identified as warranting further 



evaluation in Bighom Canyon NRA (Heidel 
and Fertig 2000). We recommend presenting 
the monitoring study results to wildlife biolo- 
gists familiar with horse and sheep use pattems 
for advice on how these pattems overlap with 
distribution and habitat of Shoshonea 
pulvinata, and to identify any additional 
Shoshoneapulvinata monitoring needs. 

It would be interesting, but not a management 
imperative, to conduct a one-day examination 
of seed production factors at Mystery Cave 
Ridge. This entails documenting staminate vs. 
perfect flowers, fmit abortion, and fmit viabil- 
ity. If seed production is ruled out, this points 
to seed germination as the critical life history 
stage. Rimrock subpopulations that are in 
naturally harsh settings for seed germination 
may have different viability than other sub- 
populations. 

In the absence of any intervening management 
actions, we recommend revisiting the 3 
transects within 8-10 years in an ongoing 
gauge of trend over time. 



10 



Literature Cited 

Dennis, T., P. L. MunhoUand, and J. Michael 
Scott. 1991. Estimation of growth and 
extinction parameters for endangered 
species. Ecol.Monog. 61:115-143. 

Evert, E. F. and L. Constance. 1982. 

Shoshonea pulvinata, a new genus and 
species of Umbelliferae from Wyo- 
ming. Systematic Botany 7: 471-475. 

Fertig, W., C. Refsdahl, and J. Whipple. 
1 994. Wyoming Rare Plant Field 
Guide. Wyoming Rare Plant Technical 
Committee, Cheyenne, WY. 

Heidel, B. and W. Fertig. 2000. Rare plants of 
Bighorn Canyon National Recreation 
Area. Report to the National Fish and 
Wildlife Foundation and Bighom 
Canyon National Receration Area. 
Montana Natural Heritage Program 
and Wyoming Natural Diversity 
Database. 

Lesica, P. 1 987. Atechnique for monitoring 
nonrhizomatous, perennial plant 
species in permanent belt transect. 
Nat. Areas J. 7:65-68. 

Lesica, P. 1992. Monitoring populations of 
Shoshonea pulvinata in the Pry or and 
Beartooth mountains. Carbon County, 
Montana, 1 992 progress report. 
Unpublished report to the Bureau of 
Land Management. Montana Natural 
Heritage Program, Helena. 

Lesica, P. 1993. Monitoring populations of 
Shoshonea pulvinata in the Pry or and 
Beartooth mountains. Carbon County, 
Montana, 1991-93 baseline report. 
Unpublished report to the Bureau of 
Land Management. Montana Natural 
Heritage Program, Helena. 



Lesica, P. and P. L. Achuff 1 99 1 . Monitoring 

populations of Shoshonea pulvinata in the 
Pry or and Beartooth mountains. Carbon 
County, Montana, 1991 estabhshment 
report. Unpubhshed report to the Bureau 
of Land Management. Montana Natural 
Heritage Program, Helena. 

Lesica, P and P L. Achuff 1 992. Distribution of 
vascular plant species of special concern 
and limited distribution in the Pry or 
Mountain Desert, Carbon County, MT. 
Montana Natural Heritage Program, 
Helena. 

Lesica,PandJ.S. Shelly. 1988. Report on the 
conservation status of Shoshonea 
pulvinata, a candidate threatened species. 
Report to the U.S. Fish and Wildlife 
Service, Office of Endangered Species, 
Denver, Colorado. 

Menges, E. S. and D. R. Gordon. 1996. Three 

levels of monitoring intensity for rare plant 
species. Nat. Areas J. 16(3): 227-237. 

Morris, W., D. Doak, M. Groom, P. Kareiva, J. 
Fieberg, L. Gerber, P. Murphy, and D. 
Thomson. 1 999. Apractical handbook for 
population viability analysis. The Nature 
Conservancy. 

Sokal and Rohlf. 1981. Biometry. W.H. Freeman 
and Co., New York, NY. 

USDI Bureau of Land Management. 1 996. 

Montana State Office special status plant 
species. BLM Manual 6840. 

USDI Fish and Wildlife Service. 1993. Endan 
gered and threatened wildlife and plants: 
Review of plant taxa for listing as endan 
gered or threatened species; Notice of 
review. Federal Register 58(1 88): 51144- 
51190. 



11 



Appendix A 

Study area photographs 



Grove Creek 
photo by Steve Shelley 




Mystery Cave Ridge 

photo by Bonnie Heidel 



Mystery Cave Road 

photo by Bonnie Heidel 






^^^^Kr|- 


^"^^hH^^^^^HI. r^^H| 








h.Vt "JL** 




B?tSS^=»». t Ml Ato 1 hi'i II 1 




hI^^S 


HftS^HD 


Sd^hM 



Appendix B 

Climate of Lovell, Wyoming 

This diagram shows average monthly temperatures and precipitation. 
Growing season length is the number of frost-free days, ie., with mean 
daily minimum temperatures above zero degrees centigrade. 



40 



Lovell, WY (1167m/3830 ft) (7.1 C/44.7 F) (169 mm/6.7 in) (1948 -1999) 



Temperature 
Precipitation 



80 




Feb Mar Apr May 



Jul Aug Sep Oct Nov 



Appendix C 



Mean monthly precipitation and temperature in Lovell, Wyoming 



Mean Monthly Precipitation in Lovell, Wyoming 




Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 



n1990 

■ 1991 
n1992 
n1993 

■ 1994 
n1995 

■ 1996 
n1997 

■ 1998 

■ 1999 



Mean Monthly Temperature in 
Lovell, Wyoming 




,^^ 



# ^^^ 



^^ 



.^ 



.& 



^^ 



a1990 


■ 1991 


a1992 


n1993 


■ 1994 


n1995 


■ 1996 


a1997 


■ 1998 


□ 1999 



Appendix D 

Shoshonea pulvinata raw monitoring data 





Grove Creek 






1991 


1992 


1993 


1999 


1a 


A144-I0 


A128-I0 


A1 16-10 


A100-I7 


b 


A^IO 


A^IO 


A^IO 


A^IO 


c 


A16-I0 


A12-I0 


A16-I0 


A24-I1 


d 


A8-I0 


A8-I0 


A8-I0 


A12-I1 


e 


A^IO 


A^IO 


A^IO 


A^IO 


f 


A16-I0 


A16-I0 


A16-I0 


A20-I0 


g 


- 


A^IO 


A^IO 


~ 


h 


- 


A^IO 


A^IO 


~ 


1 


- 


-- 


- 


A^IO 


2a 


A^IO 


A^IO 


A^IO 


A8-I0 


b 


A^IO 


A^IO 


- 


~ 


c 


A^IO 


A^IO 


A^IO 


A^IO 


d 


A^IO 


A^IO 


A^IO 


A^IO 


e 


A228-I6 


A240-I1 


A208-I0 


A180-I5 


f 


A^IO 


A^IO 


A^IO 


A^IO 


g 


A40-I5 


A44-I0 


A48-I2 


A44-I1 


h 


A28-I2 


A28-I0 


A36-I0 


A32-I5 


i 


A16-I1 


A16-I0 


A16-I0 


A20-I1 


J 


A^IO 


A8-I0 


A8-I0 


A8-I1 


k 


A^IO 


A^IO 


A^n 


A^IO 


1 


- 


A^IO 


- 


~ 


m 


- 


A^IO 


A^n 


A^IO 


n 


- 


-- 


- 


AO-IO seedling 





- 


-- 


- 


AO-IO seedling 


P 


- 


-- 


- 


A^IO 


3a 


A^IO 


A^IO 


A8-I0 


A8-I0 


b 


A20-I0 


A28-I0 


A24-I0 


A24-I3 


c 


A36-I3 


A40-I2 


A28-I1 


A32-I4 


d 


A^IO 


A8-I0 


A16-I0 


A12-I0 


e 


- 


-- 


- 


AO-IO seedling 


4a 


A8-I0 


A^IO 


A^IO 


A^IO 


b 


A^IO 


-- 


- 


~ 


c 


A^IO 


-- 


- 


~ 


d 


A^IO 


A8-I0 


A8-I1 


A8-I0 


e 


A20-I1 


A16-I0 


A12-I0 


A12-I4 


f 


A^IO 


A^IO 


- 


~ 


g 


A^IO 


-- 


- 


~ 


h 


A^IO 


A^IO 


- 


~ 


i 


A104-I2 


A108-I1 


A1 12-17 


A104-I14 


J 


A^IO 


A^IO 


A^IO 


A^IO 


k 


- 


A^IO 


A8-I0 


A8-I1 


1 


- 


A^IO 


A^IO 


A8-I0 


m 


- 


A^IO 


A^IO 


A^IO 


n 


- 


A^IO 


A^IO 


~ 





- 


A^IO 


A^IO 


A^IO 


P 


- 


A^IO 


~ 


~ 


q 


- 


A^IO 


~ 


~ 


r 


- 


-- 


A^IO 


A12-I1 


t 


- 


-- 


~ 


AO-IO seedling 


u 


- 


-- 


~ 


A^IO 





Grove Creek 






1991 


1992 


1993 


1999 


V 


- 


~ 


- 


A4-I0 


5a 


A40-I1 


A76-I4 


A64-I0 


A32-I2 


b 


A64-I7 


A64-I3 


A60-I7 


A52-I8 


c 


A8-I0 


A12-I0 


A12-I0 


A12-I1 


6a 


A116-I11 


A108-I3 


A120-I11 


A100-I15 


b 


A68-I12 


A60-I3 


A56-I7 


A52-I16 


c 


A16-I0 


A16-I2 


A20-I3 


A16-I3 


d 


A80-I5 


A84-I2 


A88-I4 


A80-I9 


e 


A108-I7 


A112-I1 


A1 12-14 


A92-I13 


f 


A4-I0 


A4-I0 


A8-I0 


A8-I0 


g 


A4-I0 


A4-I0 


A4-I0 


- 


h 


A4-I0 


A8-I0 


A12-I0 


A12-I0 


j 


A4-I0 


A4-I0 


A4-I0 


A4-I0 


j 


- 


A4-I0 


A4-I0 


A4-I0 


k 


- 


- 


A4-I0 


A4-I0 


1 


- 


- 


A4-I0 


- 


m 


- 


~ 


- 


AO-IO seedling 


n 


- 


- 


- 


AO-IO seedling 


7a 


A24-I0 


A28-I0 


A20-I0 


A20-I0 


b 


A12-I0 


A12-I0 


A12-I0 


A16-I0 


c 


A16-I0 


A16-I0 


A20-I0 


A20-I0 


8a 


A112-I0 


A120-I0 


A 120- 10 


A100-I4 


b 


A116-I4 


A132-I0 


A100-I10 


A128-I9 


c 


- 


- 


~ 


AO-IO seedling 


d - 


- 


- 


~ 


AO-IO seedling 


e 


- 


- 


- 


AO-IO seedling 


f 


- 


- 


- 


AO-IO seedling 


9a 


A52-I0 


A60-I0 


A52-I5 


A60-I3 


b 


A20-I0 


A28-I0 


A24-I0 


A16-I1 


c 


A16-I0 


A16-I0 


A20-I0 


A16-I0 


d 


- 


A4-I0 


A4-I0 


A4-I0 


10a 


A532-I27 


A500-I15 


A492-I29 


A552-I47 


b 


A4-I0 


A4-I0 


A8-I0 


A8-I0 


c 


A16-I3 


A20-I0 


A20-I0 


A24-I7 


d 


A4-I0 


A4-I0 


A8-I0 


A8-I1 


e 


A4-I0 


A4-I0 


A4-I0 


A4-I0 


f 


A4-I0 


A4-I0 


A4-I0 


A4-I0 


g 


- 


A4-I0 


A4-I0 


A4-I0 


h 


- 


- 


A4-I0 


A4-I0 


1 


- 


- 


A4-I0 


A4-I0 


j 


- 


- 


- 


AO-IO seedling 


k 


- 


- 


~ 


AO-IO seedling 


1 


- 


- 


- 


AO-IO seedling 


size total 


2176 


2244 


2176 


2116 


total A-20 


14 


15 


21 


23 


total 20- 


17 


19 


18 


19 


total 


57 


68 


66 


67 


Inflor 


97 


37 


93 


188 


Fl. 


16 


10 


15 


29 


Veg 


15 


24 


24 


13 


total A4 


26 


34 


27 


25 





Mystery Cave Ridge 
















1991 


1992 


1993 


1999 












1a 


A1 16-120 


A 108- 16 


A 128- 122 


A 144- 132 


b 


A196-I12 


A220-I0 


A224-I15 


A184-I17 


c 


A348-I24 


A352-I4 


A348-I23 


A308-I19 


d out 










2a 


A20-I0 


- 


- 


- 


b 


A244-I43 


A244-I26 


A244-I39 


A 188- 145 


c,d 


A488-I27 


A520-I9 


A524-I50 


A568-I48 


e 


A16-I1 


- 


- 


- 


f 


A44-I31 


A48-I3 


A36-I11 


- 


3a 


A80-I20 


A84-I15 


— - 


- 


b 


A16-I4 


- 


- 


- 


c 


- 


A4-I0 


- 


- 


4a 


A16-I4 


- 


- 


- 


b 


A28-I9 


- 


- 


- 


5a 


A16-I5 


- 


- 


- 


b 


A16-I3 


- 


- 


- 


c 


A14-I0 


- 


- 


- 


d 


A4-I0 


- 


- 


- 


e 


- 


- 


A4-I0 


A8-I0 


6a 


A56-I0 


A52-I5 


A60-I1 


- 


b 


A64-I11 


A84-I2 


A72-I4 


A52-I3 


c 


A28-I0 


A28-I0 


A20-I3 


- 


d 


A16-I0 


- 


- 


- 


7a 


A16-I0 


A12-I0 


A16-I0 


A16-I0 


b 


A32-I2 


A44-I0 


A44-I3 


A56-I7 


c 


A16-I0 


A24-I0 


A20-I0 


A20-I2 


d 


A24-I0 


A32-I0 


A24-I0 


A28-I0 


8a 


A 128- 123 


A120-I19 


A 148- 138 


A 156- 135 


b 


A88-I11 


A88-I9 


A96-I12 


A 108- 120 


9a 


A16-I0 


A8-I0 


A8-I0 


A8-I0 


b 


A16-I0 


A4-I0 


A4-I0 


A4-I0 


c 


A 160- 134 


A204-I32 


A 192- 159 


A208-I44 


d 


A48-I11 


A56-I8 


A56-I7 


A68-I8 


10a 


A236-I69 


A188-I21 


A192-I51 


A220-I82 


11a 


A32-I2 


A32-I0 


A36-I1 


A32-I4 


size total 


2324 


2340 


2376 


2386 


total 8-20 


11 


2 


4 


4 


total 20- 


19 


19 


16 


14 


total 


32 


23 


22 


19 


Inflor 


366 


158 


329 


366 


Fl. 


21 


13 


16 


14 


Veg 


9 


8 


4 


4 


total A4 


2 


2 


2 


1 





Mystery Cave Road 






1991 


1992 


1993 


1999 


3a 


A48-I2 


A52-I0 


A36-I4 


A60-I5 


b 


A76-e 


A44-I3 


A48-I4 


A48-I3 


c 


A48-I1 


A44-I0 


A28-I6 


A44-I1 


d 


A20-I2 


A32-I0 


A32-I8 


A28-I3 


e 


A16-I0 


-- 


- 


- 


f 


A52-I1 


A76-I0 


A68-I3 


A20-I0 


g 


A24-I1 


A16-I0 


A26-I1 


A36-I3 


h 


A16-I1 


A16-I0 


A20-I1 


A16-I0 


i 


A24-I0 


A24-I0 


A24-I0 


A20-I0 


J 


A16-I0 


A8-I0 


A8-I1 


A8-I0 


k 


A16-I1 


A8-I0 


A12-I1 


A12-I0 


1 


A4-I0 


-- 


- 


- 


m 


A32-I0 


A24-I0 


A32-I0 


A24-I0 


n 


A24-I2 


A32-I0 


A36-I3 


A28-I3 





A56-I4 


A16-I0 


A28-I1 


A24-I3 


P 


A16-I1 


A8-I0 


A16-I1 


A16-I0 


q 




not in 






r - 


-- 


-- 


- 


AO- 10 seedling 


s -- 


-- 


-- 


- 


AO-IOi 


t 


-- 


-- 


- 


AO-IOi 


u - 


- 


- 


- 


AO-IOi 


V - 


-- 


-- 


- 


AO-IOi 


4a 


A52-I0 


A40-I0 


A52-I0 


A40-I5 


b 


A20-I2 


A16-I0 


A20-I2 


A12-I0 


c 


A16-I0 


- 


- 


- 


d 


A40-I3 


A48-I0 


A44-I0 


A44-I7 


e 


A16-I0 


- 


- 


- 


f 


A2^I5 


A32-I0 


A28-I1 


A20-I1 


g 


A64-I1 


A36-I1 


A24-I1 


A32-I1 


h 


-- 


-- 


A4-I0 


- 


i 


-- 


-- 


- 


A8-I0 


J 


-- 


-- 


- 


AO- 10 seedling 


k 


-- 


-- 


- 


AO- 10 seedling 


5a 


A56-W 


A68-I1 


A60-I8 


~ 


b 


A60-I0 


A60-I2 


A68-I4 


A12-I0 


c 


A96-I1 


A96-I0 


A96-I11 


A80-e 


d 


A1 32-120 


A140-I8 


A140-I1 


A96-I13 


e 


-- 


-- 


- 


AO-IO seedling 





Mystery Cave Road 






1991 


1992 


1993 


1999 


6a 


A80-I7 


A84-I4 


A72-I3 


A64-I6 


7a 


A24-I2 


A28-I1 


A28-I1 


A56-I6 


b 


A24-I2 


A40-I2 


A32-I1 


A12-I0 (merged w/ 8c) 












8a 


A80-I11 


A96-I11 


A88-I14 


A72-I9 


b 


A36-I5 


A44-I3 


A40-I1 


A40-I1 


c 


A64-I12 


A56-I3 


A56-I1 


(above) 


d 


A20-I0 


A24-I0 


A24-I0 


~ 


e 


A16-I0 


A24-I1 


A32-I2 


A24-I0 


f 


~ 


~ 


~ 


AO-IO seedling 


11a 


A20-I0 


A20-I0 


A20-I0 


A24-I0 


b 


A40-I2 


A44-I0 


A28-I9 


A40-I12 


c 


A24-I1 


A28-I0 


A32-I1 


A24-I2 


d 


A36-I1 


A32-I0 


A40-I0 


A28-I0 


e 


A16-I0 


A8-I0 


A8-I0 


A12-I0 


12a 


A64-I4 


A64-I0 


A24-I0 


A32-I3 


b 


A64-I0 


A48-I0 


A48-I4 


A60-I5 


c 


A48-I1 


A48-I3 


A44-I5 


A40-I12 


d 


A24-I0 


A16-I1 


A20-I0 


A20-I1 


e 


A44-I3 


A32-I0 


A36-I10 


A24-I5 


f 


A4-I0 


A4-I0 


A4-I0 


- 


g 


A4-I0 


A4-I0 


A4-I0 


A8-I0 


h 


A4-I0 


A4-I0 


A8-I0 


A12-I0 


1 


A4-I0 


A8-I0 


A8-I0 


A12-I0 


j 


A4-I0 


A12-I0 


A12-I0 


A16-I2 


k 


- 


A4-I0 


- 


- 


1 


~ 


~ 


~ 


A4-I0 


m 


- 


- 


- 


AO-IO seedling 


n ~ 


- 


- 


- 


AO-IO seedling 


size total 


1676 


1676 


1566 


1340 


total 8-20 


13 


12 


11 


17 


total 20- 


31 


31 


33 


26 


total 


50 


47 


47 


44 


Inflor 


209 


44 


114 


113 


Fl. 


33 


14 


31 


25 


Veg 


11 


29 


13 


18 


total A4 


6 


4 


3 


1 



Appendix E 

Global and State Rank Guidelines 

The term ispecies of special concerni includes taxa that are rare, endemic, disjunct, threatened or endan- 
gered throughout their range or in Montana, vulnerable to extirpation from Montana, or in need of further 
research. The term also encompasses species that have a special designation by organizations or land 
management agencies in Montana, including: Bureau of Land Management Special Status and Watch 
species; U.S. Forest Service Sensitive and Watch species; U.S. Fish and Wildlife Service Threatened, 
Endangered and Candidate species. 

Taxa are evaluated and ranked by the Heritage Program on the basis of their global (range-wide) status, 
and their statewide status according to a standardized procedure used by all Natural Heritage Programs. 
These ranks are used to determine protection and data collection priorities, and are revised as new infor- 
mation becomes available. 

For each level of distributionoglobal and stateospecies are assigned a numeric rank ranging from 1 

(critically imperiled) to 5 (demonstrably secure). This reflects the speciesi relative endangerment 
and is based primarily on the number of occurrences of that species globally or within the state. 
However, other information such as date of collection, degree of habitat threat, geographic 
distribution patterns and population size and trends is considered when assigning a rank, and the 
number of occurrences listed below are suggestions, not absolute criteria. 

For example. Clustered ladyis slipper (Cypripedium fasciculatum) is ranked G4 S2. That is, globally the 
species is apparently secure, while in Montana it is imperiled because of rarity, or because of other factors 
making it demonstrably vulnerable to extirpation. 

For ranks, substitute S (State) or G (Global) in these definitions 



Rank 


Definition 


1 


Critically Imperiledo Critically imperiled because of extreme rarity or because of some 
factor(s) making it especially vulnerable to extirpation. Typically 5 or fewer occurrences or 
very few remaining individuals (<1,000). 


2 


Imperiledo hnperiled because of rarity or because of some factor(s) making it very 
vulnerable to extirpation. Typically 6 to 20 occurrences or few remaining individuals (1,000 
to 3,000). 


3 


Vulnerableo Vulnerable either because rare and uncommon, or found only in a restricted 
range (even if abundant at some locations), or because of other factors making it vulnerable 
to extirpation. Typically 21 to 100 occurrences or between 3,000 and 10,000 individuals. 


4 


Apparently Secureo Uncommon but not rare, and usually widespread. Possible cause of 
long-term concem. Usually more than 100 occurrences and more than 10,000 individuals. 


5 


Secureo Common, widespread, and abundant. Essentially ineradicable under present 
conditions. Typically with considerably more than 100 occurrences and more than 10,000 
individuals. 



^Qualifiers and Rank Ranges'^ 



Qualifier 


Definition 


## 


Range Ranko A numeric range rank (e.g., S2S3) is used to indicate the range of 
uncertainty about the exact status of the element. Ranges cannot skip more than one rank 
(e.g., SU is used rather than S1S4). 


? 


Unrankedo rank not yet assessed. 


# 


A modifier to X or H; the species has been reintroduced but the population is not yet 
established. 


^ 


G or S rank has been assigned and is under review. Contact the individual state Natural 
Heritage program for assigned rank. 


HYB 


Hybrido Element not ranked because it represents an interspecific hybrid, not a species. 


U 


Unrankableo Currently unrankable due to lack of information or due to substantially 
conflicting information about status or trends. 


E 


Exotico An established exotic; may be native in nearby regions (e.g., house finch or catalpa 
ineastemU.S.). 


E# 


Exotic Numerico An established exotic that has been assigned a numeric rank to indicate 
its status, as defined for Gl or SI through G5 or S5. 


A 


Accidentalo Accidental or casual, in other words, infrequent and outside usual range. 
Includes species (usually birds or butterflies) recorded once or only a few times at a 
location. A few of these species may have bred on the one or two occasions they were 
recorded. Examples include European strays or westem birds on the East Coast and vice- 
versa. 


B 


Breedingo Basic rank refers to the breeding population of the element. 


C 


Captive or Cultivatedo Native element presently extant only in captivity or cultivation. 


H 


Possibly Extirpated (Historical)6 Element occurred historically, and there is some 
expectation that it may be rediscovered. Its presence may not have been verified in the past 
20 years. An element would become GH or SH without such a 20-year delay if the only 
known occurrences were destroyed or if it had been extensively and unsuccessfully looked 
for. Upon verification of an extant occurrence, GH or SH-ranked elements would typically 
receive a Gl or SI rank. The GH or SH rank should be reserved for elements for which 
some effort has been made to relocate occurrences, rather than sinply using this rank for all 
elements not known from verified extant occurrences. 


N 


Nonbreedingo Basic rank refers to the non-breeding population of the element. 


P 


Potentialo Potential that element occurs but no extant or historic occurrences are accepted. 


R 


Reportedo Element reported but without a basis for either accepting or rejecting the report, 
or the report not yet reviewed locally. Some of these are very recent discoveries for which 
the program hasn't yet received first-hand information; others are old, obscure reports. 


T 


Rank for subspecific taxon (subspecies, variety, or population); appended to the global rank 
for the full species, e.g. G4T3 


X 


Presumed Extirpated© Element is believed to be extirpated. Not located despite intensive 
searches of historical sites and other appropriate habitat, and virtually no likelihood that it 
will be rediscovered. 



CRITERIA USED FOR RANKING 

The criteria for ranking are based on a set of quantitative and qualitative factors. These factors are listed 
below in order of their general importance: 



a. Number of Element Occurrences (EOs) : 

the estimated number of EOs throughout the Elementis global range; 

b. Abundance: 

the estimated global abundance of the Element (measured by number of individuals, or area, or 
stream length covered); 

c. Size of Range: 

the estimated size of the Elementis global range; 

d. Distribution trend: 

the trend in the Elementis distribution over its global range; 

e . Number of protected EOs : 

the estimated number of adequately protected EOs throughout the Elementis global range; 

f. Degree of threat: 

the degree to which the Element is threatened globally; 

g. Fragility: 

the fragility or susceptibility of the Element to intrusion; 

h. Other global considerations: 

for example, the quality or condition of EOs that affect or may affect endangerment status; 
unexplained population fluctuations; reproductive strategies that are dependent on specific habitat; 
etc.