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BIOMONITORING     PROGRAM 


Massachusetts   Department   of   Environmental   Quality   Engineering 

DIVISION  of  WATER  POLLUTION  CONTROL 

Thomas  C.  McMahon,  Director 


BIOMONITORING  PROGRAM 


STANDARD  OPERATING  PROCEDURES 


1987 


Technical  Services  Branch 

Massachusetts  Division  of  Water  Pollution  Control 

Department  of  Environmental  Quality  Engineering 

Westborough 


Executive  Office  of  Environmental  Affairs 
James  S.  Hoyte,  Secretary 

Department  of  Environmental  Quality  Engineering 
S.  Russell  Sylva,  Commissioner 

Division  of  Water  Pollution  Control 
Thomas  C.  McMahon,  Director 

April  1987 


^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^J^^^^^^^^^^^^^^^^^^r 


4.0   BIOMONITORING  PROGRAM 

SECTION  PAGE 

1.0   INTRODUCTION  AND  PURPOSE  1 

2.0   BIOMONITORING  SURVEY  PROGRAM  ELEMENTS  3 

2.1  Stream  Classification  4 

2.2  Aquatic  Macroinvertebrate  Rapid  Bioassessment  11 

2.3  Site  Assessment  16 

3.0   BIOLOGICAL  FIELD  AND  LABORATORY  METHODS  21 

3.1  Phytoplankton  22 

3.2  Periphyton  36 

3.3  Aquatic  and  Wetland  Vegetation  45 

3.4  "Aquatic  Macroinvertebrates  54 

3.5  Fish  67 

3.6  Microtox™  Analysis  81 

3.7  Chlorophyll  Analysis  89 

4.0  QUALITY  ASSURANCE  96 

5.0   GENERAL  BIOLOGICAL  FIELD  AND  LABORATORY  REFERENCES  101 


in 


1.0  INTRODUCTION  AND  PURPOSE 


1.0   INTRODUCTION  AND  PURPOSE 

It  is  the  goal  of  the  Federal  Clean  Water  Act  (PL  95-217)  to  restore  and 
maintain  the  biological  integrity  of  the  nation's  waters.   Biological 
monitoring  provides  the  most  reliable  measure  of  the  attainment  of  this 
goal,  i.e.,  water  quality  that  provides  for  the  protection  and  propagation 
of  fish,  shellfish  and  wildlife. 

Sampling  and  analyzing  aquatic  life  provides  information  on  water  quality 
that  can  easily  escape  standard  physico-chemical  sampling.   The  organisms 
themselves  are  efficient  in-stream  monitors,  for  their  lives  reflect  the 
cumulative  impact  of  pollution  on  the  waterbody.   They  are  valuable  in 
revealing  transient  pollution  episodes  such  as  oil  spills  and  brief 
dissolved  oxygen  sags.   For  the  same  reason  they  are  the  best  means  of 
measuring  long  term  trends  in  a  waterbody.   In  addition,  the  presence  of 
specific  indicator  organisms  may  infer  the  presence  of  particular  chemicals 
not  included  in  routine  analysis  or  in  quantities  below  detection  limits 
of  chemical  testing. 

Aquatic  biota  are  usually  collected  and  analyzed  by  community.   These 
communities  include  plankton,  periphyton,  raacrophyton,  macroinvertebrates 
and  fish.   The  communities  are  used  alone  or  in  combinations  to  assess 
specific  water  quality  problems  such  as  thermal  pollution,  toxics,  and 
eutrophication.   The  analysis  of  the  samples  includes  taxonomic 
identification  for  diversity  indices,  water  quality  indices,  trophic  level 
and  indicator  organism  analysis.   Plant  pigments  are  extracted  for 
chlorophyll  analysis  and  animal  tissues  are  tested  for  bioconcentration  of 
chemicals.   The  overall  health  and  appearance  of  the  organisms  is  used  to 
detect  chronic  toxicity  and  genotoxic  effects  (carcinogens,  mutagens  and 
tetratogens) .   Standard  laboratory  organisms  are  also  used  in  situ  and  in 
vitro  to  measure  toxicity.   Bacteria,  algae,  macroinvertebrates  and  fish 
are  all  commonly  used  for  this  purpose. 

Biological  monitoring  can  be  more  cost  effective  than  chemical  screening, 
more  reliable  at  measuring  total  pollutant  loads,  more  sensitive  to  extreme 
conditions  and  more  faithful  to  the  goal  of  the  Act,  than  other  forms  of 
monitoring.   However,  the  relationship  between  the  biota  and  the 
environment  is  subtle  and  complex  and  by  no  means  completely  understood. 
Results  of  biological  investigations  are  often  qualitative,  and  even 
quantitative  studies  are  open  to  interpretation.   Therefore  biological 
monitoring  data  are  used  to  complement  physico-chemical  data  and  not 
replace  them. 

The  methods  of  monitoring  and  analysis  are  evolving  and  may  differ  among 
investigators.   At  best,  procedures  used  by  the  Division  of  Water  Pollution 
Control  are  fully  documented  in  this  Standard  Operating  Procedures  docu- 
ment, so  that  those  attempting  interpretation  will  be  fully  informed,  and 
temper  their  conclusions  accordingly. 


2.0   BIOMONITORING  SURVEY  PROGRAM  ELEMENTS 


SECTION  PAGE 

2.1  STREAM  CLASSIFICATION  5 

2.1.1  Introduction  and  Purpose  5 

2.1.2  Objectives  5 

2.1.3  Approach  5 

2.1.4  Parametric  Coverage  5 

2.1.5  Data  Record  Sheets  6 

2.1.6  References  10 


STREAM  CLASSIFICATION 


2.1     STREAM  CLASSIFICATION 

2.1.1  INTRODUCTION  AND  PURPOSE 

This  program  has  been  developed  to  systematically  sample  and  classify 
the  Commonwealth's  rivers  and  streams.   Each  survey  qualitatively 
provides  documentation  of  a  specific  watercourse's  physical  and  chemical 
characteristics  and  predominant  biological  components.   These  data  can  be 
used  -  on  a  stream  or  site-specific  basis  -  to  determine  water-use 
classifications  in  accordance  with  Massachusetts  Surface  Water  Quality 
Standards. 

2.1.2  OBJECTIVES 

1.  To  identify,  demonstrate,  and  standardize  methods  and  procedures 
for  the  collection  and  analyses  of  stream  habitat  data; 

2.  to  characterize  rivers,  streams,  and  related  aquatic  habitats 
(e.g.,  river  impoundments)  hydrophysically  and  chemically; 

3.  to  qualitatively  document  the  dominant  floral  and  faunal 
components  -  or  communities  -  of  streams  and  stream-side  habitats; 

4.  to  segment  and  classify  rivers  and  streams  into  major  habitats  for 
the  purpose  of  water-use  designation; 

5.  to  provide  supplementary  information  to  other  programs  to  aid  in 
regulatory  and  enforcement  actions,  and  evaluating  special  problems; 
and 

6.  to  collect  and  reference  plant  and  animal  specimens  for  future 
study,  and  determine  their  state-wide  distribution. 

2.1.3  APPROACH 

Preliminary  planning  and  analysis  first  divides  the  river  or  stream  into 
longitudinal  zones  -  or  subsystems,  i.e.,  tidal,  lower  perennial,  upper 
perennial,  intermittent,  and  others  (e.g.,  canals,  ditches)  -  according 
to  morphometric  and  hydrologic  characteristics  derived  from  USGS 
topographic  maps.   Physico-chemical  and  biological  field  collections  are 
made,  in  most  instances,  at  locations  -  or  sites  -  determined  after 
initial  evaluation  and  field  reconnaissance  (see:  "Data  Record  Sheets"). 
Specific  sampling  locations  are  arranged  to  cover  significant  and 
representative  lotic-water  and  other  related  macrohabitats .   Field  dates, 
particularly  for  biological  sampling,  are  generally  during  the  period 
April  to  October,  in  order  to  take  advantage  of  plant  and  animal 
availability.   All  field  sampling  is  qualitative  in  nature,  unless 
special  needs  dictate  otherwise.   Data  collected  are  recorded  for  each 
community  on  individual  standard  field  sheets  (see:  "Biological  Field 
and  Laboratory  Methods"). 

2.1.4  PARAMETRIC  COVERAGE 

Physical  and  chemical  data  are  collected,  including:  stream  reach  width 
and  depth;  stream  reach  and  floodplain  substrate  character;  stream 
temperature;  water  transparency;  and  water  chemistry.   Sampling  of 
phytoplankton  and  periphyton,  aquatic  vascular  plants,  streamside  and 
riparian  vegetation,  and  aquatic  macroinvertebrates  is  performed  at  each 


2.1.5  DATA  RECORD  SHEETS 


STREAM  CLASSIFICATION 


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MASSACHUSETTS  DIVISION  OF  WATER  POLLUTION  CONTROL 
TECHNICAL  SERVICES  BRANCH 

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INSTRUMENT  CALIBRATION 

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2.1.6   REFERENCES 

1.  Cowardin,  L.M.,  V.  Carter,  F.C.  Golet,  and  E.T.  LaRoe.   1979.   Classifi- 
cation of  Wetlands  and  Deepwater  Habitats  of  the  United  States.   FWS/OBS 
79/31.   Office  of  Biological  Services,  United  States  Fish  and  Wildlife 
Service,  Washington,  D.C.   vi  +  103  p. 

2.  Marmelstein,  A.   1978.   Classification,  Inventory,  and  Analysis  of  Fish 
and  Wildlife  Habitat:   Proceedings  of  a  National  Symposium  held  at 
Phoenix,  Arizona,  24-27  January  1977.   FWS/OBS-78/76.   Office  of 
Biological  Services,  U.S.  Fish  and  Wildlife  Service,  Washington,  D.C. 
vi  +  604  p. 

3.  Platts,  W.S.,  W.F.  Megahan,  and  G.W.  Minshall.   1983.   Methods  for 
Evaluating  Stream,  Riparian,  and  Biotic  Conditions.   General  Technical 
Report  INT-138.   Intermountain  Forest  and  Range  Experiment  Station, 
United  States  Forest  Service,  Ogden,  Utah.   ii  +  70  p. 

4.  Sather,  J.H.,  (ed).  1976.   Proceedings  of  the  National  Wetland 
Classification  and  Inventory  Workshop  held  at  the  University  of  Maryland, 
College  Park,  Maryland,  20-23  July  1975.   FWS/OBS-76/09 .   Office  of 
Biological  Services,  U.S.  Fish  and  Wildlife  Service,  Washington,  D.C. 

vi  +  110  p. 

5.  Terrell,  T.T.  and  W.J.  McConnell,  (eds).   1978.   Stream  Classification  - 
1977:  Proceedings  of  a  Workshop  held  at  Pingree  Park,  Colorado,  10-13 
October  1977.  .FWS/OBS-78/23 .   Biological  Services  Program,  U.S.  Fish  and 
Wildlife  Service,  Fort  Collins,  Colorado.   iv  +  45  p. 


10 


MACRO INVERTEBRATE  RAPID  BIOASSESSMENT 


SECTION  PAGE 

2.2  AQUATIC  MACRO INVERTEBRATE  RAPID  BIOASSESSMENT  12 

2.2.1  Introduction  and  Purpose  12 

2.2.2  Objectives  12 

2.2.3  Approach  12 

2.2.4  Parametric  Coverage  14 

2.2.5  References  15 


11 


2.2    AQUATIC  MACRO INVERTEBRATE  RAPID  BIOASSESSMENT 

2.2.1  INTRODUCTION  AND  PURPOSE 

Macroinvertebrate  rapid  bioassessment  (MRB)  surveys  involve  the  use  of 
qualitative  and  semiquantitative  sampling  methods  designed  to  minimize 
laboratory   time  requirements  for  taxonomic  identification  and  enumera- 
tion of  aquatic  macroinvertebrate  organisms. 

2.2.2  OBJECTIVES 

1.  To  provide  standardized  methods  and  procedures  for  assessing  the 
impacts  of  toxic  and  conventional  organic  pollution  on  aquatic 
macroinvertebrates ; 

2.  to  obtain  reliable  biological  water  quality  information  to  supple- 
ment the  collection  of  standard  physico-chemical  water  quality 
data;  and 

3.  to  provide  the  basis  for  making  relative  comparisons  pertaining  to 
water  quality  conditions  between  sampling  stations  and/or  to 
document  long-term  trends  at  fixed  sites. 

2.2.3  APPROACH 

While  rapid  bioassessments  make  use  of  the  qualitative  analysis  of 
periphyton,  aquatic  and  wetland  vegetation,  and  fish  communities, 
specific  semi-quantitative  sampling  and  analytical  methods  have  been 
developed  for  use  in  assessing  the  macroinvertebrate  community. 

An  upstream-downstream  sampling  regime  is  employed  whereby  known  or 
suspected  sources  of  pollution  are  bracketed  by  sampling  stations. 
Selected  aquatic  communities  are  assessed  and  compared  with  unimpacted 
control  (or  reference)  communities.   Conclusions  relative  to  water 
quality  condition  are  drawn  from  a  knowledge  of  the  environmental 
requirements  and  pollution  ecology  of  the  individual  taxa  or  assemblages 
encountered. 

For  macroinvertebrate  rapid  bioassessment  the  components  of  a  100  organism 
subset  are  identified  to  genus  or  species  level  whenever  possible.   The 
taxonomic  data  are  then  compiled  to  determine  the  status  of  the  various 
criteria  used  to  rank  water  quality.   These  criteria  include: 

1.  Species  richness; 

2.  distribution  "balance"; 

3.  the  EPT  value; 

4.  percent  contribution,  pollution  tolerances,  and  feeding  habits 
of  the  five  numerically  dominant  species; 

5.  Hilsenhoff  Biotic  Index  (HBI). 


1-2 


MACROINVERTEBRATE  RAPID  BIOASSESSMENT 


Field  observations  were  also  considered,  as  they  often  reveal  important 
factors  contributing  to  the  quality  of  the  benthic  community. 

Species  richness,  the  number  of  different  kinds  of  organisms  present, 
will  tend  to  decrease  in  response  to  pollution  while  the  distribution  of 
individuals  becomes  uneven,  or  unbalanced.   That  is  to  say,  under  the 
influence  of  pollution  benthic  macroinvertebrate  communities  become  less 
diverse,  with  the  majority  of  individuals  falling  into  fewer  taxa 
(Tarzwell  and  Gaufin  1953,  Bartsch  and  Ingram  1959,  Weber  1973,  Hawkes 
1979,  and  Welch  1980).   By  examining  the  relative  contribution  of  the 
five  numerically  dominant  taxa  the  evenness  of  the  distribution  can  be 
judged. 

The  pollution  tolerances  of  the  dominant  community  members  can  be 
revealing  as  to  the  degree  of  pollution  impacting  a  stream.   Likewise, 
the  number  of  species  present  from  the  orders  Ephemeroptera,  Plecoptera, 
and  Trichoptera  can  be  tabulated  to  formulate  the  "EPT  value."   These 
orders  are  composed  of  species  that  are  regarded  as  intolerant  or  facul- 
tative in  response  to  enrichment  with  conventional  pollutants — Plecoptera 
are  all  intolerant,  Ephemeroptera  and  Trichoptera  have  both  intolerant 
and  facultative  members  (Weber  1973,  Hilsenhoff  1982).   Also  of  impor- 
tance are  the  feeding  habits  of  the  dominant  taxa,  as  these  will  reflect 
community  shifts  to  exploit  the  food  source  available,  e.g.,  a  filter 
feeding  community  downstream  of  an  effluent  high  in  suspended  solids. 

Hilsenhoff  (1982)  developed  an  index  (HBI)  based  on  the  tolerances  of 
aquatic  macroinvertebrates  to  pollution  with  conventional  organics. 
While  his  sampling  protocol  was  similar  to  the  one  used  here,  he  restric- 
ted his  analysis  to  aquatic  arthropods  dependent  on  dissolved  oxygen. 
The  MRB,  on  the  other  hand,  makes  use  of  aquatic  annelids  and  mollusks 
for  the  information  they  may  contribute  in  attempts  to  evaluate  the 
impacts  of  various  types  of  pollution.   Consequently,  if  the  HBI  is  to  be 
used  as  part  of  the  MRB  it  becomes  necessary  to  assign  tolerance  values 
to  organisms  excluded  by  Hilsenhoff  as  well  as  any  regionally  unique 
aquatic  arthropod  taxa  that  otherwise  would  have  been  included  by 
Hilsenhoff.   Since  Hilsenhoff 's  tolerance  values  range  from  zero 
(intolerant)  to  five  (tolerant)  and  most  literature  provides  information 
on  pollution  tolerances  as  tolerant,  facultative,  and  intolerant,  assign- 
ing new  values  was  difficult.   Lacking  any  better  information  the 
assigned  values  then  became:   intolerant=l ,  facultative=2. 5 ,  and 
tolerant=4.   These  modifications  surely  weaken  the  reliability  of  the 
HBI,  if  not  by  using  dubious  tolerance  values,  then  at  least  by  virtue  of 
eliminating  the  sensitivity  to  the  extremes.   Nonetheless,  with  these 
considerations  in  mind  the  HBI  is  retained  in  the  MRB  because  if  the 
index  value  falls  at  one  of  the  extremes  it  indicates  either  very  little 
DO  stress  (HBI<2)  or  very  serious  DO  stress  (HBI>4). 

The  MRB  guidelines  identify  the  range  of  characteristics  indicative  of 
different  levels  of  pollution  as  follows: 

1.    Non-Impacted  -  Diverse  fauna,  at  least  30  species  in  riffle  habi- 
tats.  Biotic  index  about  2.00.   Mayflies,  stoneflies,  and  caddis- 
flies  are  well-represented,  EPT  value  greater  than  10.   Dominant 
species  are  intolerant  or  facultative;  no  species  comprises  more 

13 


than  25%  of  Che  individuals;  oligochaete  worms  comprise  less  than 
of  the  individuals. 


2.  Slightly  Impacted  -  Species  richness  usually  20-30.   Biotic  index 
2.00-3.00.   Mayflies  and  stoneflies  may  be  restricted,  EPT  value 
6-10.   Dominant  species  are  mostly  facultative.   Fauna  often  not  so 
well  balanced,  often  with  one  species  comprising  more  than  25%  of 
the  individuals;  oligochaete  worms  may  comprise  more  than  20%  of  the 
individuals . 

3.  Moderately  Impacted  -  Species  richness  10-20.   Biotic  index  3.00- 
4.00.   Mayflies  and  stoneflies  rare  or  absent,  caddisflies  often 
restricted,  EPT  value  2-5.   Dominant  species  are  facultative  or 
tolerant.   Oligochaetes  often  comprise  at  least  20%  of  the 
individuals . 

4.  Severely  Impacted  -  Species  richness  less  than  10.   Biotic  index 
greater  than  4.00.   Mayflies,  stoneflies,  and  caddisflies  rare  or 
absent,  EPT  value  0-1.   Fauna  often  restricted  to  midges  and  worms. 
Dominant  species  are  almost  all  tolerant.   Fauna  usually  greatly 
imbalanced,  with  dominant  species  comprising  more  than  35%  of  the 
individuals . 

These  are  generalizations  about  complex  ecosystems  and  may  not  always 
result  in  complete  agreement  of  all  parameters.   In  such  cases  it  is 
necessary  to  select  a  category  based  on  a  consensus  of  the  majority  of 
indicators.   It  is  also  necessary  to  consider  the  integrity  of  each 
component  so  that  those  possibly  influenced  by  factors  other  than 
pollution  can  be  de-emphasized,  or  if  appropriate,  eliminated  from  the 
assessment.   For  instance,  a  data  set  may  contain  21  species,  no  species 
representing  more  than  25%  of  the  community,  oligochaetes  comprising  21%, 
an  EPT  value  of  three,  an  HBI  of  3.25,  with  four  of  the  five  dominant 
species  being  facultative,  and  the  fifth  being  tolerant.   Knowing  that 
the  data  set  includes  significant  numbers  of  aquatic  annelids  and 
mollusks,  the  HBI  should  not  weigh  heavily  in  the  analysis.   A  review  of 
the  other  criteria  would  tend  toward  a  rating  of  "slightly  impacted"  for 
this  hypothetical  community. 

2.2.4   PARAMETRIC  COVERAGE 

Rapid  assessment  surveys  include,  at  a  minimum,  semi-quantitative  aquatic 
macroinvertebrate  sampling  and  water  temperature  determinations.  However, 
qualitative  analyses  of  the  algae,  macrophyte,  and  fish  communities  may 
also  be  conducted.   Often,  flow  measurements,  substrate  characterization, 
and  water  chemistry  sampling  are  conducted  to  supplement  the  results  of 
biological  sampling. 


14 


MACRO INVERTEBRATE  RAPID  BIOASSESSMENT 


2.2.5   REFERENCES 

1.  Bartsch,  A.F.  and  W.M.  Ingram.   1959.   Stream  Life  and  the  Pollution 
Environment.   Public  Works.   90:104-110. 

2.  Beck,  W.M.,  Jr.   1977.   Environmental  Requirements  and  Pollution 
Tolerance  of  Common  Freshwater  Chironomidae.   United  States  Environmental 
Protection  Agency,  Environmental  Monitoring  and  Support  Laboratory, 
Cincinnati,  Ohio.   EPA-600/4-77-024.   vi  +  261  p. 

3.  Bilger,  M.D.   1986.   A  Preliminary  Checklist  of  the  Aquatic  Macro- 
invertebrates  of  New  England,  Including  New  York  State.   U.S.  Environmental 
Protection  Agency,  Environmental  Services  Division,  Lexington, 
Massachusetts.   viii  +  72  p. 

4.  Harris,  T.L.  and  T.M.  Lawrence.   1978.   U.S.  Environmental  Requirements 
and  Pollution  Tolerance  of  Trichoptera.   U.S.  Environmental  Protection 
Agency,  Environmental  Monitoring  and  Support  Laboratory,  Cincinnati. 
EPA-600/4-78-063.   vi  +  310  p. 

5.  Hart,  C.W.,  Jr.  and  S.L.H.  Fuller,  (eds.).   1974.   Pollution  Ecology  of 
Freshwater  Invertebrates.   Academic  Press,  Inc.,  New  York.   xiv  +  389  p. 

6.  Hawkes,  H.A.   1979.   Invertebrates  as  Indicators  of  River  Quality.   In: 
Biological  Indicators  of  Water  Quality  (A.  James  and  L.  Evison,  eds.). 
John  Wiley  and  Sons,  Inc.,  New  York.   pp.  2.1-2.45. 

7.  Hilsenhoff,  W.L.   1982.   Using  a  Biotic  Index  to  Evaluate  Water  Quality 
in  Streams.   Technical  Bulletin  No.  132.   Wisconsin  Department  of  Natural 
Resources,  Madison.   22  p. 

8.  Tarzwell,  CM.  and  A.R.  Gaufin.   1953.   Some  Important  Biological  Effects 
of  Pollution  Often  Disregarded  in  Stream  Surveys.   Proc.  8th  Industrial 
Waste  Conference,  Purdue  University  Engineering  Bulletin.   pp.  295-316. 

9.  Weber,  C.I..,  (ed.).   1973.   Biological  Field  and  Laboratory  Methods  for 
Measuring  the  Quality  of  Surface  Waters  and  Effluents.   U.S.  Environmental 
Protection  Agency,  National  Environmental  Research  Center,  Cincinnati. 
EPA-670/4-73-001.   xii  +  146  p.  +  appendices. 

10.  Welch,  E.B.   1980.   Ecological  Effects  of  Waste  Water.   Cambridge 
University  Press,  New  York.   xii  +  337  p. 


15 


SECTION  PAGE 

2.3  SITE  ASSESSMENT  17 

2.3.1  Introduction  and  Purpose  17 

2.3.2  Objectives  17 

2.3.3  Approach  17 

2.3.4  Parametric  Coverage  18 

2.3.5  Quantitative  Data  Analyses  18 

2.3.6  References  20 


16 


SITE  ASSESSMENT 


2.3     SITE  ASSESSMENT 

2.3.1  INTRODUCTION  AND  PURPOSE 

While  site  assessments  make  use  of  a  number  of  qualitative  and  semi- 
quantitative methods  borrowed  from  stream  classification  and/or  rapid 
assessment  protocols,  they  may  also  be  expanded  to  include  quantitative 
sampling  and  analytical  procedures.   In  fact,  site  assessment  surveys 
may  range  in  scope  from  a  qualitative  assessment  of  the  impact  of  a 
single  wastewater  discharge  on  a  single  aquatic  community  to  intensive 
quantitative  assessments  of  one  or  more  communities.   The  latter  are 
labor  and  resource  intensive  and  are  limited  to  those  situations  where 
the  need  exists  for  statistically  derived  statements  of  confidence  in 
the  results. 

2.3.2  OBJECTIVES 

1.  To  provide  an  adequate  data  base  for  making  quantitative  determina- 
tions of  standing  crop,  biomass,  or  measures  of  community  structure 
such  as  species  diversity  and  richness; 

2.  to  provide  sufficient  data  for  testing  for  significant  differences 
between  communities  using  appropriate  statistical  methods; 

3.  to  provide  standard  methods  for  assessing  the  impacts  of  pollution 
on  aquatic  biota  and  water  uses;  and 

4.  to  supplement  physico-chemical  water  quality  data  with  biological 
information. 

2.3.3  APPROACH 

Whenever  possible,  sampling  stations  are  located  upstream  and  downstream 
from  known  or  suspected  sources  of  pollution  or  other  factors  that 
might  impact  water  quality  conditions.   The  underlying  assumption  is  made 
that,  if  all  other  environmental  factors  remain  constant,  a  change  in 
water  chemistry  will  alter  downstream  community  structure  or  biomass. 
Therefore,  impact  assessment  is  carried  out  by  making  community 
structural  comparisons  between  upstream  or  nearby  reference  communities 
and  downstream  communities. 

Measures  of  community  structure  to  be  employed  are  selected  on  a  case-by- 
case  basis  according  to  the  requirements  of  individual  site  assessments. 
Parameters  include  1)  abundance;  2)  taxonoraic  richness;  3)  evenness;  and 
4)  diversity  (e.g.,  Shannon  Weaver  H1).   Comparisons  of  communities 
between  sites  are  made  using  the  above  measures  and  standard  significance 
tests  such  as  t-tests. 

Less  intensive  site  assessments  involving  the  use  of  qualitative  or  semi- 
quantitative techniques  are  conducted  according  to  the  methods  presented 
in  previous  sections  for  stream  classification  and  rapid  assessment 
surveys. 


17 


2.3.4  PARAMETRIC  COVERAGE 

Site  assessments  may  involve  the  use  of  qualitative,  semi-quantitative, 
or  quantitative  analyses  of  one  or  more  of  the  following  communities: 
phytoplankton;  periphyton;  macrophyton;  macroinvertebrates ;  or  fish. 
Biological  stream  sampling  is  supplemented,  as  deemed  appropriate,  by 
hydrological  and  physico-chemical  assessments  such  as  the  determination 
of  stream  width,  depth,  flow,  water  temperature,  substrate  charac- 
terization, and  chemical  analyses. 

2.3.5  QUANTITATIVE  DATA  ANALYSES 

Definitions  of  some  of  the  more  commonly  used  indices  of  community 
structure  are  presented  below. 

Abundance 

Two  abundance  measures  are  often  used:  (1)  the  sum  total  of  individuals 
found  in  all  taxonomic  groups  in  a  particular  data  set  (termed  "total 
numbers");  and  (2)  the  relative  proportion  of  individuals  found  in 
different  taxonomic  categories  (termed  "relative  abundance"). 

If  a  relationship  between  productivity  and  numbers  of  individuals  can 
be  established,  increases  from  control  to  test  sites  in  the  total  number 
of  organisms  found  may  be  a  result  of  increased  nutrient  availability. 
Decreases  in  this  measure  may  be  related  to  changes  in  nutrients  and/or 
the  influence  of  toxic  substances.   Changes  in  the  relative  abundance  of 
major  taxonomic  groups  may  be  related  to  habitat  alterations  between 
sites.   When  changes  in  the  relative  abundance  of  major  groups  are 
accompanied  by  a  decrease  in  richness  (see  below)  they  may  be  due  to 
either  changes  in  nutrient  availability  and/or  to  toxic  stress. 

Taxonomic  Richness 

This  term  refers  to  the  number  of  different  taxonomic  groups  in  a  par- 
ticular sample.   Comparisons  of  richness  are  based  on  the  assumption  that 
physiological  stress  (defined  as  those  instances  under  which 
environmental  conditions  such  as  temperature,  oxygen  concentration,  pH, 
etc.,  exceed  the  tolerance  limits  of  an  individual)  due  to  a  toxic 
discharge  can  reduce  the  number  of  taxa  originally  inhabiting  a  certain 
area. 

Richness  of  a  sample  collection  is  positively  correlated  with  sampling 
effort.   As  area  sampled,  time  spent  sampling,  and/or  number  of  organisms 
collected  are  increased,  the  number  of  different  taxa  encountered  also 
increases.   For  these  reasons,  comparisons  should  only  be  made  between 
data  sets  for  which  sampling  efforts  are  similar  or  nearly  so. 

Evenness 

This  is  a  measure  of  the  distribution  of  individual  organisms  over 
different  taxonomic  categories.   Most  evenness  indices  range  from  a  value 
of  zero  to  1.0,  with  a  completely  uniform  distribution  yielding  a  value 
of  1.0. 


18 


SITE  ASSESSMENT 


Diversity  indices  (see  below)  compress  richness  and  evenness  into  a 
single  number.   However,  information  is  lost  in  this  process.   In  an 
attempt  to  regain  some  of  this  information,  ecologists  have  used  evenness 
or  equitability  ratios  that  are  usually  of  the  form:  measured  diversity/ 
standard  diversity,  where  the  latter  term  is  the  maximum  diversity  of 
a  community  given  a  certain  richness  value.   A  basic  problem  with  this 
approach  is  that  the  value  or  the  ratio  is  dependent  upon  the  particular 
characteristics  of  the  diversity  index.   Thus,  biases  inherent  to  the 
index  are  incorporated  into,  and  perhaps  magnified  by,  the  evenness 
ratio. 

Diversity  Indices 

Most  diversity  indices  attempt  to  interdigitate  and  refine  two  components 
of  community  structure:   richness  and  evenness. 

The  Shannon  Weaver  H*  is  commonly  used  for  two  reasons:  (1)  it  is  simple 
in  form;  and  (2)  it  has  a  known  variance  structure.   Due  to  the  latter 
attribute,  a  t-test  for  differences  in  R^   between  two  data  sets  can  be 
run.   The  form  of  the  index  and  its  variance  structure  are  taken  from 
Poole  (1974)  and  are  presented  below. 


H  = 


-  ^   pi. In  pi 


S-l 
"ZF" 


where 


Var.  H'  = 


-  s 

Pi 

.m2 

pi   - 

r 

s 

>»    pi. 

In 

> 
Pi 

i=l 

i=l 

) 

N 


S-l 

2 
21T 


S 
Pi 


N  = 


number  of  taxa 

the  proportion  of  the 

total  number  of 

individuals  consisting 

of  the  i1-"  taxon 

total  number  of 

individuals 


Another  diversity  index  commonly  used  is  Simpson's  Index  which  can  be 
defined  as:   D  =  1  -  C 


where  C  =  f" 


i-1 


ni(ni-l) 
N(N-l) 


and  S  = 
ni  = 


N  = 


as  above 

the  number  of 

individuals  in  the 

i*-"  species 

as  above 


The  term  C  is  an  approximation  of  the  probability  that  two  individuals 
drawn  at  random  from  a  population  of  N  individuals  will  belong  to  the 
same  taxon.   The  higher  this  probability,  the  lower  the  "diversity" 
(as  measured  by  this  index)  of  the  collection;  hence  D  (equal  to  1-C) 
is  used  as  the  index  since  this  parameter  will  increase  with  the 
"diversity"  of  the  sample. 

The  two  indices  cited  above  differ  in  their  sensitivity  to  changes  in 
richness  and  evenness.   Whereas  the  Shannon  Weaver  Index  is  more  an 
expression  of  the  overall  evenness  of  the  community,  the  Simpson's  Index 
expresses  the  relative  degree  of  dominance  of  a  few  taxa  in  the 
community. 


19 


2.3.6   REFERENCES 

1.  Bilger,  M.D.   1986.   A.  Preliminary  Checklist  of  the  Aquatic  Macro- 
invertebrates  of  New  England,  Including  New  York  State.   U.S.  Environmental 
Protection  Agency,  Environmental  Services  Division,  Lexington, 
Massachusetts,   vii  +  72  p. 

2.  Edmondson,  W.T.  and  G.G.   Winberg,  (eds.).   1971.   A  Manual  of  Methods  for 
the  Assessment  of  Secondary  Productivity  in  Freshwaters.   IBP  Handbook 
No.  17.   Blackwell  Scientific  Publications,  Oxford,  England,   xxiv  + 

358  p. 

3.  Hart,  C.W.,  Jr.  and  S.L.H.  Fuller,  (eds.).   1974.   Pollution  Ecology  of 
Freshwater  Invertebrates.   Academic  Press,  New  York.   xvi  +  389  p. 

4.  Hynes,  H.B.N.   1974.   The  Biology  of  Polluted  Waters.   University  of 
Toronto  Press,  Ontario,  Canada,   xiv  +  202  p. 

5.  MacKenthun,  K.M.   1969.   The  Practice  of  Water  Pollution  Biology.   United 
States  Department  of  the  Interior,  Federal  Water  Pollution  Control 
Administration,  Washington,  D.C.   xii  +  281  p. 

6.  Poole,  R.W.   1974.   An  Introduction  to  Quantitative  Ecology. 
McGraw-Hill,  Inc.,  New  York.   xii  +  532  p. 

7.  .  Simpson,  E.H.   1949.   Measurement  of  Diversity.   Nature  163:   688. 

8.  Warren,  C.E.   1971.   Biology  and  Water  Pollution  Control.   W.B.  Saunders 
Company,  Philadelphia.   xvi  +  434  p. 

9.  Weber,  C.I.,  (ed.).   1973.   Biological  Field  and  Laboratory  Methods  for 
Measuring  the  Quality  of  Surface  Waters  and  Effluents.   EPA-670/4-73-001 , 
United  States  Environmental  Protection  Agency,  National  Environmental 
Research  Center,  Cincinnati,  Ohio.   xii  +  146  p.  +  appendices. 

10.  Welch,  E.B.   1980.   Ecological  Effects  of  Wastewater.   Cambridge 
University  Press,  England.   xii  +  337  p. 


20 


3.0   BIOLOGICAL  FIELD  AND  LABORATORY  METHODS 


21 


SECTION  PAGE 

3.0  BIOLOGICAL  FIELD  AND  LABORATORY  METHODS 

3 . 1  Phytoplankton  23 

3.1.1  Definition  23 

3.1.2  Objectives  23 

3.1.3  Field  Sampling  23 

3.1.4  Laboratory  Analysis  24 
Sample  Preservation  24 
Phytoplankton  Examination  25 

3.1.5  Field  Equipment  and  Supply  List  30 

3.1.6  Data  Record  Sheets  31 

3.1.7  References  34 


22 


PHYTOPLANKTON 
3 . 1     PHYTOPLANKTON 


3.1.1  DEFINITION:   Phytoplankton  are  the  algae  of  lakes  and  large  rivers  that 
live  suspended  in  the  water.   They  are  chlorophyll-bearing,  unicellular 
organisms  which  have  no  true  roots,  stems,  or  leaves.   They  occur  in 
free-living,  colonial,  frond-like  or  filamentous  forms  and  vary  in  size 
from  unicells  0.5  microns  in  diameter  to  the  macroscopic  seaweeds.   Algae 
are  generally  grouped  into  the  Divisions  (and  classes)  Euglenophyta 
(Euglenophyceae) ;  Chlorophyta  (Chlorophyceae,  Charophyceae) ;  Rhodophyta 
(Rhodophyceae) ;  Cyanophyta  (Myxophyceae) ;  Pyrrophyta  (Desmokantae , 
Dinophyceae) ;  Chrysophyta  (Xanthophyceae,  Chrysophyceae , 
Bacillariophyceae) ;  Phaeophyta  (Phaeophyceae) ;  and  Cryptophyta 
(Cryptophyceae) . 

3.1.2  OBJECTIVES 

1.  To  document  the  existing  phytoplankton  community  and  determine 
long-term  (yearly)  and  short-term  (seasonal)  trends; 

2.  to  evaluate  direct  effects  on  water  composition  including  dissolved 
oxygen,  pH,  hardness,  and  optical  properties; 

3.  to  assess  conditions  affecting  the  general  condition  of  water 
quality  including  noxious  and  toxic  conditions,  offensive  tastes 
and  odors ; 

4.  to  identify  indicators  of  trophic  status,  organic  enrichment  and 
specific  chemical  contamination;  and 

5.  to  quantify  autotrophic  bioraass  and  make  inferences  concerning 
productivity. 

3.1.3  FIELD  SAMPLING 

Samples  for  phytoplankton  analyses  are  collected  in  clean  one-liter 
bottles  made  of  plastic  or  glass,  that  have  been  rinsed  with  sample  water. 
Approximately  one-half  liter  of  sample  water  is  collected. 

In  rivers  that  are  mixed  vertically  and  horizontally,  samples  are 
collected  midstream  0.5  to  1.0  meters  (m)  below  the  surface.   In  lakes 
and  impoundments,  samples  are  collected  at  the  "deep-hole"  station.   If 
the  lake  is  thermally  unstratified  the  sample  is  collected  0.5-1.0  m 
below  the  surface.   If  the  lake  is  thermally  stratified,  an  integrated 
column  sample  is  collected  by  lowering  a  one  centimeter  (approximately) 
ID  plastic  tube  (with  a  weight  attached)  to  the  thermocline  zone,  pinched 
below  the  miniscus  and  raised  into  the  boat.   The  sample  is  then  drained 
into  a  clean  and  rinsed  collection  bottle.   This  procedure  is  repeated 
until  one-half  liter  of  water  is  collected.   All  samples  are  cooled  to 
4°C  and  placed  in  the  dark  following  collection. 

For  special  studies  in  riverine  and  lacustrine  habitats,  samples  are 
collected  from  major  depth  zones  or  water  masses.   Sampling  depths  at 
each  site  are  determined  by  specific  conditions.   In  shallow  areas  (2-3 
m) ,  subsurface  sampling  is  generally  conducted.   In  deeper  areas 
samples  are  collected  at  regular  intervals  at  depths  throughout  the 
euphotic  zone. 

23 


Pertinent  information  collected  and  recorded  in  the  field  includes 
meteorological  data  (cloud  cover,  wind  speed  and  direction,  air  tempera- 
ture); surface  water  conditions;  water  color,  turbidity,  odors;  total 
depth  at  station;  and  other  descriptive  information. 

The  frequency  of  sampling  is  dependent  on  the  intent  of  the  study  as  well 
as  the  range  of  seasonal  fluctuations,  the  immediate  meteorological 
conditions,  adequacy  of  equipment,  and  availability  of  personnel.   In 
tidally-inf luenced  habitats,  phytoplankton  samples  are  collected  at  all 
tide  stages,  particularly  at  the  end  and  the  beginning  of  both  the  flood 
and  ebb  tides. 

3.1.4   LABORATORY  ANALYSES 


Sample  Preservation 

Phytoplankton  samples  collected  in  the  field  are  cooled  to  4°C  and  kept 
in  the  dark  in  transit  to  the  laboratory.   Upon  arrival  at  the 
laboratory,  they  are  placed  in  a  refrigerator  until  further  processing. 
Samples  are  generally  analyzed  on  the  day  of  collection.   Samples  not 
analyzed  on  the  day  of  collection  are  stored  in  a  refrigerator  overnight 
with  the  caps  loosened  to  allow  gas  exchange.   Samples  stored  for  more 
than  48  hours  are  fixed  by  the  following  methods  and  preservatives: 

1.  Lugol's  solution:   For  short-terra  storage,  0.3  ml  Lugol's  solution 
is  added  per  100  ml  of  sample  aliquot  and. stored  in  the  dark.   For 
long-term  storage,  0.7  ml  Lugol's  solution  is  added  per  100  ml  of 
sample.   [Lugol's  solution  is  prepared  by  dissolving  20  grams  (g) 
potassium  iodide  (KI)  and  10  g  iodine  crystals  in  200  ml  distilled 
water  containing  20  ml  glacial  acetic  acid], 

2.  Formalin:   To  preserve  samples,  40  ml  buffered  formalin  is  added 
to  one  liter  of  sample. 

3.  M-*  Fixative:   For  preservation,  20  ml  M-*  fixative  is  added  to 
one  liter  of  sample  and  stored  in  the  dark.   [M^  is  prepared  by 
dissolving  5  g  KI ,  10  g  iodine,  50  ml  glacial  acetic  acid,  and  250 
ml  formalin  in  one  liter  of  distilled  water]. 

Color  - 

Cupric  sulfate  solution  is  added  to  the  sample  to  preserve  color  [Cupric 
solution  is  prepared  by  dissolving  21  g  cupric  sulfate  in  100  ml 
distilled  water] . 

Clumping  - 

To  prevent  clumping,  a  detergent  solution  is  added  to  the  sample  [20  ml 
liquid  detergent  is  added  to  100  ml  distilled  water]. 


24 


PHYTOPLANKTON 


Phytoplankton  Examination 

Log-In  Procedure  - 

1)  Each  sample  is  assigned  a  number  and  logged  in  as  it  is  brought  into 
the  laboratory.   The  numbers  are  in  consecutive  order  and  are  recorded 
both  on  the  sample  tag  and  in  a  notebook  (log  book). 

2)  Next  to  the  number  in  the  log  book  are  also  recorded  the  station 
number  and  location,  date  collected,  date  analyzed,  initials  of 
collector,  type  of  samples,  sample  depth,  and  analyses  requested, 
i.e.,  chlorophyll  and/or  algal  identifications. 

Phytoplankton  Examination  Equipment  List  - 

1)  Microscope  -  capable  of  200x  power  with  working  distance  greater  than 
1  mm. 

2)  Sedgwick-Raf ter  (S-R)  counting  cells 

3)  Whipple  micrometer  reticule 

4)  Stage  micrometer 

5)  Pipettes 

6)  Bench  sheets 

7)  Lens  paper 

Procedure  for  Filling  the  Sedgwick-Raf ter  Cell: 

1)  Place  the  cover  glass  diagonally  across  the  cell. 

2)  Use  large-bore  1  ml  pipette  to  fill  the  S-R  cell. 

3)  Place  tip  of  the  pipette  in  the  corner  of  the  S-R  cell  and  slowly 
release  the  pressure  of  your  finger  on  the  end  of  the  pipette.   The 
cover  slip  will  then  rotate  and  cover  the  sample. 

4)  To  reduce  error: 

a.  Do  not  overfill  the  cell  which  would  yield  a  depth  greater  than 
1  mm. 

b.  Do  not  allow  large  air  bubbles  to  form.   To  prevent  the  formation 
of  these  air  spaces,  a  drop  of  distilled  water  is  placed  on  the 
edge  of  the  cover  glass  occasionally  during  the  microscopic 
examination. 


25 


Procedure  for  Phytoplankton  Examination: 

1)  Shake  the  sample  bottle  to  mix  well. 

2)  Rinse  1  ml  pipette  with  distilled  water  (inside  and  out)  and  three 
times  with  sample  water. 

3)  Fill  counting  cell  with  1  ml  of  sample  water  (see:  "Procedure  for 
Filling  the  Sedgwick-Raf ter  Cell"). 

4)  Allow  sample  to  settle  for  15  minutes  (the  settling  rate  for  algae  is 
4  mm/hr;  since  the  depth  of  the  counting  cell  is  1  mm,  a  15  minute 
settling  time  is  used. 

5)  While  sample  is  settling,  prepare  a  microscopic  slide  or  Palmer  cell 
which  will  allow  you  to  view  the  sample  at  a  higher  power.  List  the 
algal  genera  identified. 

6)  Use  the  keys  to  determine  unknown  organisms;  particularly  dominant 
ones. 

7)  Scan  the  Sedgwick-Raf ter  counting  cell  at  4x  and  determine  need  for 
concentration  or  dilution. 

8)  At  200x  find  the  edge  of  the  counting  cell  and  focus  on  the  top  of 
the  cell.   Continue  turning  the  coarse  focusing  knob  on  the  microscope 
until  the  bottom  of  the  cell  comes  into  focus. 

9)  At  least  two  strips  in  the  S-R  counting  cell  must  be  counted. 

10)  Counts  are  done  on  both  the  bottom  of  the  cell  and  the  top  or 
underside  of  the  cover  slip. 

11)  Identify  and  count  all  the  algae  that  are  located  in  the  Whipple  grid. 
Algae  which  are  half  in  and  half  out  of  the  top  of  the  grid  should  be 
included  in  the  count.   Algae  which  are  half  in  and  half  out  of  the 
bottom  of  the  grid  are  not  included  in  the  count. 

12)  If  the  algal  density  appears  to  be  high  then  fields  can  be  counted 
instead  of  strips.  A  field  is  represented  by  a  Whipple  grid.  Ten 
fields  on  two  slides  are  counted  and  then  averaged. 

13)  A  strip  is  represented  by  the  width  of  Whipple  grid  and  the  length  of 
a  Sedgwick-Raf ter  cell. 

Explanation  of  the  Phytoplankton  Examination  Sheet: 

(Refer  to:   "Phytoplankton  Examination"  Form) 

1)  Line  1  -  station  location,  station  number,  date  of  collection 

2)  Line  2  -  initials  of  analyst,  milliliters  of  sample,  which  will  be 
either  1  ml  or  the  total  concentrated,  type  of  count,  i.e.,  fields  or 
strips  and  the  date  of  analysis. 


26 


PHYTOPLANKTON 


3)  Lab  number  -  the  number  assigned  the  sample  by  the  investigating 
laboratory  (see:  "Log-In  Procedures"). 

4)  Bottom  two  lines  -  chlorophyll  in  mg/m^,  total  live  algae 
(cells/ml),  multiplication  factor  (S-R)  for  the  particular  microscope 
and  power  used,  microscope  manufacturer  and  type,  the  microscope 
power  used  (lOx,  20x,  etc.),  type  of  preservative  used,  and  a  box  for 
the  initials  of  the  person  who  does  the  quality  control  check  of  the 
multiplication  and  addition  on  the  examination  sheet. 

5)  Center  of  the  phytoplankton  examination  sheet  -  seven  algal  classes 
and  eight  types  are  delineated.   Identifications  are  recorded  under 
the  organism  column,  running  counts  are  recorded  under  counts.   The 
running  counts  are  tallied  and  multiplied  by  the  S-R  factor  to  obtain 
totals  in  cells/ml.   A  total  is  given  for  each  class  and  type  as  well 
as  for  the  sample. 

Determination  of  the  S-R  Factor: 

When  strip  counts  or  field  counts  are  done  on  a  Sedgwick-Raf ter  counting 
cell,  only  a  portion  of  the  1  ml  sample  is  examined.   Therefore,  a 
calibration  of  "S-R"  factor  must  be  determined.   The  following  formula 
is  used  in  this  calibration: 

S-R  factor  (strip  count)  =  10QQ  mm3 

LxWxDxS 

where:   L  =  length  of  a  strip  (mm) 
S-R  cell  is  500  mm  long 

W  =  width  of  a  strip  which  is  the 

Whipple  grid  image  width  (deter- 
mined by  using  a  stage  micrometer) 

D  =  depth  of  chamber  (1  mm) 

S  =  number  of  strips  counted 

The  S-R  (strip  count)  times  C,  the  number  of  organisms  counted  (tally) 
equals  the  number  of  algae  per  milliliter. 

units/ml  =  S-R  (strip  count)  x  C 

The  S-R  factor  (field  count)  is  calculated  by  using  the  following 
formula: 

S-R  factor  (field  count)  =  1QQQ  Bm3 

AxDxF 

where:   A  =  area  of  a  field,  which  is  the 
Whipple  grid  image  area 

D  =  depth  of  chamber  (1  mm) 

F  =  number  of  field  counts 

27 


The  number  of  algae  per  ml  equals  the  S-R  (field  count)  times  C,  the 
number  of  organisms  counted  (tally). 

Units/ml  =  S-R  (field  count)  x  C 


Procedure  for  Phytoplankton  Counts  : 

In  the  unit  (or  clump)  count  each  cell  or  colonial  group  of  cells 
receives  one  unit. 

Examples : 

1.  Anacystis  -  one  unit  per  clump 

2.  Anabaena  -  one  unit  per  chain 

3.  "Filamentous  green"  -  one  unit  per  filament 

4.  Scenedesmus  -  one  unit  each  (4,  8,  16  etc.,  celled  organism.) 

5.  Fragilaria  and  Melosira  -  count  each  cell  (may  be  best  to  average 
the  area  for  a  single  cell  and  divide  into  total  area.) 

6.  Asterionella  -  each  "arm"  one  unit 

7.  Dinobryon  -  each  colony  one  unit. 

An  attempt  is  made  to  identify  all  organisms  to  generic  level.   If  this 
can  not  be  accomplished  then  an  effort  is  made  to  assign  the  organism  to 
the  proper  class  and  type.   Unidentified  organisms  are  described  as  "UI" 
on  the  phytoplankton  examination  sheet.   Subscripts  are  assigned,  i.e., 
"UI1",  "UI2",  "UI3",  etc.,  if  more  than  one  kind  of  unidentified 
organism  are  present  within  a  particular  class  and  type. 

Counts  below  500  cells/ml  are  generally  unreliable.   In  general,  an 
attempt  is  made  to  observe  at  least  20  organisms  while  making  tallies  in 
strip  counts.   Any  manipulation  of  the  sample  (concentration  or  dilution) 
adds  error.   Therefore,  on  samples  with  high  concentrations,  a  field 
count  rather  than  concentrate  is  performed.   On  samples  with  low  counts, 
more  strips  are  counted.   Precision  is  achieved  in  field  counts  by 
determining  the  coefficient  of  variation  for  counts  in  the  number  of 
fields  counted  and  adjusting  the  number  of  fields  counted  to  meet  an  + 
10%  error,  as  outlined  in  precision  calculations  (see:  "Precision  Data"). 


28 


PHYTOPLANKTON 


Precision  Data: 


N   n-1 
Where: 


S  =  Standard  deviation 
M  =  Mean  (average) 
X  =  Count 
n  =  Number  of  fields 


2.   Cv  = 


or 


y  2 


\J  l!i 


m 


n-1 


Where  Cv  =  Coefficient  of  variation 
3.   P  =  %  standard  deviation  of  mean  = 


100c 


v 


\F 


4.  Cv  must  be  0.317  or  less  if  results  in  a  10-field  count  are  to  be  +  10% 
within  a  2/3  probability  and  a  practical  certainty  (95%)  of  +_  20%  precision 
error. 

5.  Using  past  data  it  was  found  that  if  ten  fields  are  counted: 

Cv  =  1.0  or  _+  31.7%  error  was  found  in  90%  of  samples 
0.7  or  +  22%  error  was  found  in  75%  of  samples 
0.45  or  +_  14%  error  was  found  in  50%  of  samples 
0.317  or  _+  10%  error  was  found  in  33%  of  samples 

On  the  average,  a  third  of  random  samples  were  within  +40%  error  when  10 
fields  were  counted,  and  half  were  within  _+14%. 

6.  P  =  The  Standard  error  of  count  (percent)  and  is  found  in  the  log-log  plot 
of  Cv  versus  n. 


29 


3.1.5   FIELD  EQUIPMENT  AND  SUPPLY  LIST 


Vehicles,  Boats  and  Accessories 
_[  state  vehicle,  clipboard 

J  roof  racks 

J  boat  trailer 

JJ  pram,  oars  (and  locks) 

|  canoe,  paddles 

3J  boat,  motor,  gas  can  (and  line) 
J  anchor,  rope 

life  jackets,  seat  pads 


Field  Apparel 

\_\   rain  gear  (jacket,  pants,  hat) 
__J  hip  boots  and/or  chest  waders 
__j  rubber  gloves 


Collecting  and  Sampling  Gear 

j  secchi  disk 
_J  pocket  thermometer 

[  photometer 

tape  measure 
I j  range  finder 

[  plastic  bucket,  rope 
|  plastic  tubing  with  weight  attached 
J  glass  and/or  plastic  vials 
J  glass  and/or  plastic  jars,  bottles 
sample  preservative,  fixative 


Miscellaneous  Items 

|  USGS  topographic  maps 

:  I  clipboard 

field  data  sheets,  maps 

_  tags  and  labels  (with  elastics 
or  string) 

j  pencils,  pens 

field  identification  manuals,  keys 

i J  dissecting  kit,  hand  lens 

i  |  camera,  film 

;_  first-aid  kit 

field  glasses 

fj  insect  repellent 

I  I  tool  kit 

[  cooler(s) ,  ice 


30 


PHYTOPLANKTON 


3.1.6   DATA  RECORD  SHEETS 


31 


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32 


PHYTOPLANKTON 


MASSACHUSETTS  DIVISION  OF  WATER  POLLUTION  CONTROL 
TECHNICAL  SERVICES  BRANCH 

PHYTOPLANKTON  EXAMINATION  SHEET 


River/Lake 

Station 

Dole  Collected 

Lot)  No. 

Analysis  by- 

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Count 

Date  Analyzed 

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Type 

Organism 

Count 

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Cells/ml 

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Oinochyceae 
(Dinoflaqeilates) 

Euqienophyceoe 
{Ejqlenids) 

/~ki                     /              /    ^                                                                                                               Tot.  live  alaae  (c 
Chlorophyll   a/ in    mg/m-3                                                                                                                                                ' 

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SR  = 

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Qui 

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33 


3.1.7   REFERENCES 


1.  Collins,  F.S.   1970.   The  Green  Algae  of  North  America.   J.  Cramer 
Publisher,  Lehke,  Germany.   Ill  plates  +  106  pp. 

2.  Edmondson,  W.T.,  (ed.).   1959.   Freshwater  Biology.   John  Wiley  and  Sons, 
Inc.,  New  York,   xxii  +  1248  p. 

3.  Ettl,  N. ,  J.  Gerloff,  and  H.  Heynig.   1978.   Susswasser  Flora  von 
Mitteleuropa  Xanthophyceae.   Part  1.   Springer-Verlag,  New  York,  xiv  + 
530  p. 

4.  Greenberg,  A.E.,  R.R.  Trussell,  L.S.  Clesceri,  and  M.H.  Franson,  (eds.). 
1985.  Standard  Methods  for  the  Examination  of  Water  and  Wastewater. 
American  Public  Health  Association,  Washington,  D.C.   xlix  +  1268  p. 

5.  Greeson,  P.E.   1982.   An  Annotated  Key  to  the  Identification  of  Commonly 
Occurring  and  Dominant  Genera  of  Algae  Observed  in  the  Phytoplankton  of 
the  United  States.   United  States  Geological  Survey  Water  Supply  Paper 
2079.   Superintendent  of  Documents,  Washington,  D.C.   vi  +  138  p. 

6.  Hansmann,  E.W.   1973.   Diatoms  of  the  Streams  of  Eastern  Connecticut. 
Bulletin  106.   State  Geological  and  Natural  History  Survey  of  Connecticut, 
Hartford.   vi  +  119  p. 

7.  Lamb,  I.M.,  M.H.  Zimmermann,  and  E.E.  Webber.   1977.   Artificial  Key  to 
the  Common  Marine  Algae  of  New  England  North  of  Cape  Cod.   Farlow 
Herbarium,  Harvard  University,  Cambridge,  Massachusetts.   53  p. 

8.  Palmer,  CM.   1977.   Algae  and  Water  Pollution  -  An  Illustrated  Manual 
on  the  Identification,  Significance,  and  Control  of  Algae  in  Water 
Supplies  and  in  Polluted  Water.   EPA-600/9-77-036.   United  States 
Environmental  Protection  Agency,  Municipal  Environmental  Research 
Laboratory,  Cincinnati,  Ohio.   viii  +  124  p. 

9.  Prescott,  G.W.   1968.   The  Algae:   A  Review.   Houghton  Mifflin  Company, 
Boston,   xii  +  436  p. 

10.  Prescott,  G.W.   1970.   How  to  Know  the  Freshwater  Algae.   Wm.  C.  Brown 
Company,  Publishers,  Dubuque,  Iowa.   viii  +  348  p. 

11.  Prescott,  G.W.   1982.   Algae  of  the  Western  Great  Lakes.   Otto  Koeltz 
Science  Publishers,  Koeningotein,  West  Germany.   xiii  +  977  p. 

12.  Rieth,  A.,  J.  Gerloff,  and  H.  Heynig.   1980.   Susswasser  Flora  von 
Mitteleuropa  Xanthophyceae.   Part  2.   Springer-Verlag,  New  York.   vii  + 
147  p. 

13.  Shubert,  L.   1984.   Algae  as  Ecological  Indicators.   Academic  Press, 
London.   xii  +  434  p. 


34 


PHYTOPLANKTON 


14.  Slack,  K.V.,  R.C.  Averett,  P.E.  Greeson,  and  R.G.  Lipscomb.   1973. 
Methods  for  Collection  and  Analysis  of  Aquatic  Biological  and  Micro- 
biological Samples.   Techniques  of  Water  Resources  Investigations  of  the 
United  States  Geological  Survey.   Chapter  A  4,  Book  5  (Laboratory 
Analysis).   Superintendent  of  Documents,  Washington,  D.C.   vi  +  165  p. 

15.  Smith,  G.M.   1950.   Freshwater  Algae  of  the  United  States.   McGraw-Hill 
Book  Co.,  New  York,   vii  +  719  p. 

16.  United  States  Environmental  Protection  Agency.   1980.   Microscopic 
Analysis  of  Activated  Sludge.   EPA/430/1-80-007.   National  Training  and 
Operational  Technology  Center,  Cincinnati,  Ohio.   iv  +  446  p. 

17.  United  States  Geological  Survey.   1977.   National  Handbook  of  Recommended 
Methods  for  Water-Data  Acquisition.   Office  of  Water  Data  Coordination, 
Reston,  Virginia.   i  +  741  p. 

18.  VanLandingham,  S.L.   1982.   Guide  to  the  Identification,  Environmental 
Requirements  and  Pollution  Tolerance  of  Freshwater  Blue-Green  Algae 
(Cyanophyta) .   EPA-600/3-82-073.   U.S.  EPA,  Environmental  Monitoring  and 
Support  Laboratory,  Cincinnati,  Ohio,   x  +  341  p. 

19.  Vollenweider,  R.A. ,  (ed.).   1974.   A  Manual  on  Methods  for  Measuring 
Primary  Production  in  Aquatic  Environments.   IBP  Handbook  No.  12. 
Blackwell  Scientific  Publications,  Oxford,  England.   xviii  +  225  p. 

20.  Weber,  C.I.   1971.   A  Guide  to  the  Common  Diatoms  at  Water  Pollution 
Surveillance  System  Stations.   U.S.  EPA,  National  Environmental  Research 
Center,  Cincinnati,  Ohio.   iv  +  101  p. 

21.  Weber,  C.I.,  (ed.).   1973.   Biological  Field  and  Laboratory  Methods  for 
Measuring  the  Quality  of  Surface  Waters  and  Effluents.   EPA-670/4-73- 
001.   U.S.  EPA,  National  Environmental  Research  Center,  Cincinnati,  OH. 
xii  +  146  p.  +  appendices. 


35 


SECTION 


PAGE 


3.0 


BIOLOGICAL  FIELD  AND  LABORATORY  METHODS 


3.2    Periphyton 

3.2.1  Definition 

3.2.2  Objectives 

3.2.3  Field  Sampling 

3.2.4  Laboratory  Analyses 
Log-In  Procedure 
Microscopic  Analysis 

Periphyton  Examination  Laboratory  Equipment  List 
3  2.5   Field  Equipment  and  Supply  List 

3.2.6  Data  Record  Sheets 

3.2.7  References 


37 
37 
37 
37 
37 
37 
37 
38 
39 
40 
43 


36 


PERIPHYTON 
3.2    PERIPHYTON 


3.2.1  DEFINITION:   Periphyton  as  used  here  shall  mean  the  attached  algal 
community.   Any  associated  bacteria,  fungi,  mosses  or  epiphytic  animals 
are  identified  to  a  rudimentary  level  only.   Occasionally,  planktonic 
algae  are  collected  during  periphyton  sampling  in  lotic  waters.   These 
identifications  are  reported  under  the  heading  periphyton,  although, 
strictly  speaking,  they  are  plankton. 

3.2.2  OBJECTIVES 

1.  To  document  the  existing  periphyton  component  in  lotic  and  lentic 
environments  and  determine  dominant  types;  and 

2.  to  evaluate  water  quality  conditions  by  the  use  of  indicator 
species . 

3.2.3  FIELD  SAMPLING 

Prior  to  disturbing  the  streambed  or  lakebed,  stations  (or  reaches) 
selected  for  qualitative  investigation  are  visually  inspected  for  algal 
growth.   Representative  samples  are  collected  from  each  macrohabitat : 
pools,  riffles,  channel,  streambank,  backwater,  open-water;  and  all 
substrates:  rocks,  sand,  vegetation,  twigs  and  other  debris.   Each  type 
of  alga  encountered  is  collected  using  forceps,  pipette,  knife  or  by 
hand.   Specimens  are  placed  in  labeled  glass  (or  plastic)  vials  with 
water  from  the  sampling  site,  and  deposited  into  a  cooler  on  ice  for 
transportation  to  the  laboratory.   Information  concerning  growth  habit 
and  relative  abundance  of  the  representative  algae  are  duly  noted  on 
field  sheets.   Photographic  documentation  of  site  conditions  may  also  be 
conducted. 

3.2.4  LABORATORY  ANALYSES 

Log-In  Procedure 

Each  sample  is  recorded  in  the  algae  log  book  along  with  the  phytoplank- 
ton  samples.   The  sample  is  assigned  a  number  followed  by  the  letter  P 
indicating  periphyton.   This  is  done  in  order  to  distinguish  it  from 
phytoplankton  samples.   Also  recorded  in  the  log  book  are  the  station 
number  and  location,  the  date  collected,  initials  of  the  collector,  and 
date  analyzed. 

Microscopic  Analysis 

Samples  collected  in  the  field  are  stored  in  the  refrigerator  until  they 
are  viewed.   Specimens  are  identified  within  one  to  two  days  following 
collection  while  they  are  still  alive  and  healthy.   This  facilitates 
identification  since  preservatives  tend  to  alter  the  color  and  -  in  some 
cases  -  the  structure  of  the  algae.   Identifications  are  made  from  wet 
mounts  using  a  compound  microscope  equipped  with  lOx,  20x,  40x,  and  lOOx 
objectives.   Identifications  are  made  using  various  taxonomic  keys  to  the 
lowest  level  possible  and  recorded  on  a  Periphyton  Lab  Bench  Sheet  (see 
Section  3.2.6).   Certain  specimens  are  photographed  as  a  means  of  docu- 
mentation and  for  use  in  presentations  or  as  a  teaching  tool.   Taxonomic 
lists  of  the  results  are  compiled  for  each  survey  and  published  in 
appropriate  reports. 

37 


Periphyton  Examination  Laboratory  Equipment  List 

1.  Microscope  with  lOx,  20x,  40x,  lOOx  objectives 

2.  Microscope  slides  and  coverslips 

3.  Pipettes 

4.  Forceps,  probes 

5 .  Lens  paper 

6.  Bench  sheets 


38 


PERIPHYTON 


3.2.5   FIELD  EQUIPMENT  AND  SUPPLY  LIST 

Vehicles,  Boats  and  Accessories 

j |  state  vehicle,  clipboard 

; |  roof  racks 

|~j  boat  trailer 

j  |  pram,  oars  (and  locks) 

|~|  canoe,  paddles 

{  |  boat  motor,  gas  can  (and  line) 

j |  anchor,  rope 

1  |  life  jackets,  seat  pads 

Collecting  and  Sampling  Gear 

j [  secchi  disk 

j [  pocket  thermometer 
j I  photometer 
|  j  tape  measure 

| [  range  finder 

|~j  plastic  bucket,  rope 

1  i  glass  and/or  plastic  vials 

j  [  glass  and/or  plastic  jars,  bottles 

■ [  sample  preservative,  fixative 


Field  Apparel 

| |  rain  gear  (jacket,  pants,  hat) 

j [  hip  boots  and/or  chest  waders 

I  J  rubber  gloves 


Miscellaneous  Items 

|  j  USGS  topographic  maps 

| {  clipboard 

j j  field  data  sheets,  maps 

|  i  tags  and  labels  (with  elastics  or 
string) 

I [  pencils,  pens 

|  |  field  identification  manuals,  keys 

J  J  dissecting  kit,  hand  lens 

j (  camera,  film 

[~~j  first-aid  kit 

J~  J  field  glasses 

)  j  insect  repellent 

Q  tool  kit 

|  |  cooler(s) ,  ice 


39 


3.2.6      DATA  RECORD   SHEETS 


40 


PERIPHYTON 


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41 


MASSACHUSETTS  DIVISION  OF  WATER  POLLUTION  CONTROL 
TECHNICAL  SERVICES  BRANCH 

PERIPHYTON  LAB  BENCH  SHEET 


BASIN: 
RIVER: 
STATION: 


BASIN  NUMBER: 


STREAM  INVENTORY  NUMBER: 


COMMENTS 


TOWN: 


Sample  #: 


Habitat 


Date  Collected: 

Date  Analyzed: 

Collector(s)  : 

Analysis  by: 

Microscope:             Power: 

Number  of  Samples: 

Photo: 

Substrate 


Relative 
Abundance 


Identification: 


Code(s) : 


Sample  #: 


Habitat 


Substrate : 


Relative 
Abundance 


Identification: 


Code(s) 


Sample  #: 


Habitat 


Substrate: 


Relative 
Abundance 


Identification: 


Code(s) 


Relative  Abundance:   Most  Abundant,  Abundant,  Common,  Sparse 
Habitat:   Pool,  Riffle,  Backwater,  Impoundment,  Spillway,  etc 
Substrate:   Rock,  Mud,  Sand,  Wood,  Bottle,  etc. 

42 


PERIPHYTON 


3.2.7   REFERENCES 


1.  Collins,  F.S.   1970.   The  Green  Algae  of  North  America.   J.  Cramer 
Publisher.   Lehre,  Germany.   106  p. 

2.  Greenberg,  A.E.,  R.R.  Trussell,  L.S.  Clesceri,  and  M.H.  Franson,  (eds.). 
1985.   Standard  Methods  for  the  Examination  of  Water  and  Wastewater. 
American  Public  Health  Association,  Washington,  D.C.   xlix  +  1268  p. 

3.  Edmondson,  W.T.  and  G.G.    Winberg  (eds.).   1971.   A  Manual  on  Methods  for 
the  Assessment  of  Secondary  Productivity  in  Fresh  Waters.   IBP  Handbook 
No.  17.   Blackwell  Scientific  Publications,  Oxford,  England.   xxiv  + 
358  p. 

4.  Hansman,  E.W.   1973.   Diatoms  of  the  Streams  of  Eastern  Connecticut. 
Bulletin  106.   State  Geological  and  Natural  History  Survey  of 
Connecticut,  Hartford,   vi  +  119  p. 

5.  Hynes,  H.B.N.   1970.   The  Ecology  of  Running  Waters.   University  of 
Toronto  Press,  Ontario,  Canada.   xxiv  +  555  p. 

6.  Hynes,  H.B.N.   1974.   The  Biology  of  Polluted  Waters.   University  of 
Toronto  Press,  Ontario,  Canada.   xiv  +  202  p. 

7.  Patrick,  R. ,  and  C.W.Reimer.   1966.   The  Diatoms  of  the  United  States. 
Volume  I.   Philadelphia  Academy  of  Natural  Sciences,  Philadelphia.   xi  + 
688  p. 

8.  Patrick,  R. ,  and  C.W.  Reimer.  1975.  The  Diatoms  of  the  United  States. 
Volume  II.  Philadelphia  Academy  of  Natural  Sciences,  Philadelphia.  ix 
+  213  p. 

9.  Prescott,  G.W.   1982.   Algae  of  the  Western  Great  Lakes  Area.   Wm.  C. 
Brown  Co.,  Dubuque.   xiii  +  977  p. 

10.  Prescott,  G.W.   1978.   How  to  Know  the  Freshwater  Algae.   Wm.  C.  Brown 
Co.,  Dubuque.   x  +  293  p. 

11.  Smith,  G.M.   1950.   The  Freshwater  Algae  of  the  United  States.   McGraw 
Hill  Book  Co.,  Inc.,  New  York.   vii  +  719  p. 

12.  Shubert,  L.   1984.   Algae  as  Ecological  Indicators.   Academic  Press, 
London.   xii  +  434  p. 

13.  VanLandingham,  S.L.   1982.   Guide  to  the  Identification,  Environmental 
Requirements  and  Pollution  Tolerance  of  Freshwater  Blue-Green  Algae 
(Cyanophyta).   EPA-600/3-82-073.   United  States  Environmental  Protection 
Agency,  Environmental  Monitoring  and  Support  Laboratory,  Cincinnati. 

ix  +  341  p. 

14.  Vollenweider,  R.A. ,  (ed.).   1974.   A  Manual  on  Methods  for  Measuring 
Primary  Production  in  Aquatic  Environments.   IBP  Handbook  No.  12. 
Blackwell  Scientific  Publications,  Oxford,  England.   xviii  +  225  p. 


43 


15.     Weber,  C.I.,  (ed.).   1973.   Biological  Field  and  Laboratory  Methods  for 
Measuring  the  Quality  of  Surface  Waters  and  Effluents.   EPA-670/4-73-001 
United  States  Environmental  Protection  Agency,  National  Environmental 
Research  Center,  Cincinnati,  Ohio,   xii  +  146  p.  +  appendices. 


16.     Vinyard,  W.C.   Diatoms  of  North  America. 
Eureka,  CA.   119  p. 


1979.   Mad  River  Press,  Inc., 


44 


AQUATIC  AND  WETLAND  VEGETATION 


SECTION  PAGE 

3.0  BIOLOGICAL  FIELD  AND  LABORATORY  METHODS 

3.3  Aquatic  and  Wetland  Vegetation  46 

3.3.1  Definition  46 

3.3.2  Objectives  46 

3.3.3  Field  Sampling  46 

3.3.4  Laboratory  Analyses  46 

3.3.5  Field  Equipment  and  Supply  List  47 

3.3.6  Data  Record  Sheets  48 

3.3.7  References  51 


45 


3.3      AQUATIC  AND  WETLAND  VEGETATION 

3.3.1  DEFINITION:   Aquatic  flora  as  used  here  pertains  to  several  taxonomic 
groups  including  the  Characeae  (stoneworts  and  muskgrass);  Musci, 
Hepaticae,  and  Ricciaceae  (mosses,  leafy  liverworts,  thallose 
liverworts);  Osraundaceae  (flowering  ferns);  Equisetaceae  (horsetail, 
scouring  rush);  Isoetaceae  (Quillwort);  and  the  Angiospermae  (the  seed 
plants) . 

3.3.2  OBJECTIVES 

1.  To  identify  and  test  reliable  methods  and  procedures  for  the 
collection,  identification  and  enumeration  of  aquatic  and  wetland 
vegetation; 

2.  to  document  existing  aquatic  plant  species  and  communities;  and 

3.  to  determine  areal  coverage  and  dominant  plant  types. 

3.3.3  FIELD  SAMPLING 

For  riverine  habitats,  aquatic  and  wetland  vegetation  are  located  and 
qualitatively  mapped  by  visually  examining  the  streambed,  streamside, 
and  immediate  riparian  areas  by  walking  or  wading.   A  reach  of  stream 
approximately  10-meters  in  length  is  generally  investigated.   Each 
macrohabitat  is  sampled  and  the  predominant  vegetation  noted  and 
recorded  on  standard  type  field  data  sheets.   A  schematic  map  is  pre- 
pared for  each  site.   Photographic  documentation  is  sometimes  made. 
Vegetation  is  generally  identified  on-site. 

The  aquatic  and  wetland  plant  community  in  lacustrine  habitats  is 
located  and  mapped  by  examining  the  limnetic,  shoreline,  and  littoral 
areas  by  boat  or  waders.   Occasional  samples  are  collected  at  regular 
intervals  on  imaginary  transects  run  across  open-water  areas  of  the 
lake  or  impoundment.   All  habitats  are  sampled  and  the  relative 
abundance  of  each  plant  type  noted  and  mapped  on  prepared  outline  maps. 
Representative  macrophytes  are  collected  by  hand  and,  in  deeper  water, 
by  dragging  a  simple  grappling  hook  with  a  weight  attached  to  the  shaft. 
An  Ekman  or  Ponar  dredge  is  sometimes  used  to  collect  deeply-submerged 
vegetation.   Identifications  of  most  plant  specimens  are  made  in  the 
field. 

3.3.4  LABORATORY  ANALYSES 

Vegetation  not  identified  in  the  field  is  collected  and  returned  to  the 
laboratory  for  further  analysis  using  a  stereoscopic  microscope  or  hand 
lens  and  various  taxonomic  keys.   Representative  plant  specimens 
collected  from  each  site  are  pressed  and  dried  in  preparation  for 
permanent  mounting.   Plant  specimens  are  deposited  in  the  Botanical 
Reference  Library  of  the  Technical  Services  Branch. 


46 


3.3.5   FIELD  EQUIPMENT  AND  SUPPLY  LIST 


AQUATIC  AND  WETLAND  VEGETATION 


Vehicles,  Boats  and  Accessories 

j |  state  vehicle,  clipboard 

I I  roof  racks 

j~[  boat  trailer 

f~]  pram,  oars  (and  locks) 

j  J  canoe,  paddles 

j \   boat  motor,  gas  can,  (and  line) 

j~~j  anchor,  rope 

j|  life  jackets,  seat  pads 

Collecting  and  Sampling  Gear 

j  [  secchi  disk 

j [  pocket  thermometer 

j]  photometer 

j  |  tape  measure 

j  |  range  finder 

| I  plastic  bucket,  rope 

j j  glass  and/or  plastic  vials 

j [  glass  and/or  plastic  jars,  bottles 

j~~|  plastic  bags  (and  ties) 

[ [  sample  preservative,  fixative 

I  j  rake 

1  [  grappling  hook,  rope 

j  [  Ekman,  Ponar  dredges 

|_J  white  enamel  trays 

[ |  trowel 

|  plant  press  and  vasculi 


Field  Apparel 

I [  rain  gear,  (jacket,  pants,  hat) 

J  hip  boots  and/or  chest  waders 

j  I  rubber  gloves 


Miscellaneous  Items 

[~~|  USGS  topographic  maps 

_]  clipboard 

| I  field  data  sheets,  maps 

! |  tags  and  labels  (with  elastics  or 

string) 

j  [  pencils,  pens 

|  |  field  identification  manuals,  keys 

|  [  dissecting  kit,  hand  lens 

[J  first-aid  kit 

|  \  field  glasses 

[_J  insect  repellent 

|  [  tool  kit 

|  [  cooler(s) ,  ice 


.urn 


47 


3.3.6      DATA  RECORD   SHEETS 


48 


AQUATIC  AND  WETLAND  VEGETATION 


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50 


AQUATIC  AND  WETLAND  VEGETATION 


! 


3.3.7   REFERENCES 


1.  Beal,  E.O.   1977.   A  Manual  of  Marsh  and  Aquatic  Vascular  Plants  of  North 
Carolina  with  Habitat  Data.   Technical  Bulletin  Number  247.   North 
Carolina  Agricultural  Experiment  Station,  Raleigh.   iv  +  298  p. 

2.  Burkhalter,  A. P.,  L.M.  Curtis,  R.L.  Lazor,  M.L.  Beach,  and  J.C.  Hudson. 
1977.   Aquatic  Weed  Identification  and  Control  Manual.   Florida 
Department  of  Natural  Resources,  Bureau  of  Aquatic  Plant  Research  and 
Control,  Tallahassee,   vii  +  100  p. 

3.  Commonwealth  of  Pennsylvania.   1971.   Aquatic  Plants:   A  Guide  for  Their 
Identification  and  Control  in  Pennsylvania.   Pennsylvania  Water  Resources 
Coordinating  Committee,  Harrisburg.   ii  +  63  p. 

4.  Conard,  H.S.   1975.   How  to  Know  the  Mosses  and  Liverworts.   W.C.  Brown 
Company  Publishers,  Dubuque,  Iowa.   x  +  226  p. 

5.  Correll,  D.S.  and  H.B.  Correll.   1972.   Aquatic  and  Wetland  Plants  of 
Southwestern  United  States.   United  States  Environmental  Protection 
Agency,  Washington.   xv  +  1777  p. 

6.  Crow,  G.E.  and  C.B.  Hellquist.   1981.   Aquatic  Vascular  Plants  of  New 
England:   Part  2.   Typhaceae  and  Sparganiaceae.   Bulletin  517.   New 
Hampshire  Agricultural  Experiment  Station,  University  of  New  Hampshire, 
Durham.   ii  +  21  p. 

7.  Crow,  G.E.  and  C.B.  Hellquist.   1982.   Aquatic  Vascular  Plants  of  New 
England:   Part  4.   Juncaginaceae ,  Scheuchzeriaceae ,  Butomaceae, 
Hydrocharitaceae .   Bulletin  520.   New  Hampshire  Agricultural  Experiment 
Station,  University  of  New  Hampshire,  Durham.   ii  +  20  p. 

8.  Crow,  G.E.  and  C.B.  Hellquist.   1983.   Aquatic  Vascular  Plants  of  New 
England:   Part  6.   Trapaceae,  Haloragaceae ,  Hippuridaceae.   Bulletin  524. 
New  Hampshire  Agricultural  Experiment  Station,  University  of  New 
Hampshire,  Durham.   ii  +  26  p. 

9.  Crow,  G.E.  and  C.B.  Hellquist.   1985.   Aquatic  Vascular  Plants  of  New 
England:   Part  8.   Lentibulariaceae.   Bulletin  528.   New  Hampshire 
Agricultural  Experiment  Station,  University  of  New  Hampshire,  Durham, 
ii  +  22  p. 

10.  Dennis,  W.M.  and  B.G.  Isom,  (eds.).   1984.   Ecological  Assessment  of 
Macrophyton:   Collection,  Use  and  Meaning  of  Data.   ASTM  Special 
Technical  Publication  843.   American  Society  for  Testing  and  Materials, 
Philadelphia.   ix  +  122  p. 

11.  Edmondson,  W.T.  and  G.G.    Winberg,  (eds.).   1971.   A  Manual  on  Methods  for 
the  Assessment  of  Secondary  Productivity  in  Fresh  Waters.   IBP  Handbook 
No.  17.   Blackwell  Scientific  Publications,  Oxford,  England.   xxiv  + 

358  p. 


51 


_ 


12.  Fairbrothers,  D.E.,  E.T.  Moul,  A.R.  Essback,  D.N.  Riemer,  and  D.A. 
Schallock.   (Not  dated).   Aquatic  Vegetation  of  New  Jersey.   Part  I: 
Ecology  and  Identification;  and  Part  II:   Problems  and  Methods  of  Control, 
Extension  Bulletin  382.   Extension  Service,  College  of  Agriculture, 
Rutgers  -  The  State  University,  New  Brunswick,  New  Jersey.   107  p. 

13.  Fassett,  N.C.   1972.   A  Manual  of  Aquatic  Plants  (with  revision  appendix 
by  E.C.  Ogden).   University  of  Wisconsin  Press,  Madison.   ix  +  405  p. 

14.  Faust,  M.E.   1977.   Field  Guide  to  the  Grasses,  Sedges,  and  Rushes  of  the 
United  States.   Dover  Publications,  Inc.,  New  York.   83  p. 

15.  Godfrey,  R.K.  and  J.W.  Wooten.   1979.   Aquatic  and  Wetland  Plants  of 
Southeastern  United  States:   Monocotyledons.   University  of  Georgia 
Press,  Athens.   ix  +  712  p. 

16.  Godfrey,  R.K.  and  J.W.  Wooten.   1981.   Aquatic  and  Wetland  Plants  of 
Southeastern  United  States:   Dicotyledons.   University  of  Georgia  Press, 
Athens.   ix  +  933  p. 

17.  Hellquist,  C.B.  and  G.E.  Crow.   1980.   Aquatic  Vascular  Plants  of  New 
England:   Part  I.   Zosteraceae,  Potamogetoraceae ,  Zannichelliaceae, 
Najadaceae.   Bulletin  515.   New  Hampshire  Agricultural  Experiment  Station, 
University  of  New  Hampshire,  Durham.   iii  +  68  p. 

18.  Hellquist,  C.B.  and  G.E.  Crow.   1981.   Aquatic  Vascular  Plants  of  New 
England:   Part  3.   Alismataceae.   Bulletin  518.   New  Hampshire 
Agricultural  Experiment  Station,  University  of  New  Hampshire,  Durham, 
iii  +  32  p. 

19.  Hellquist,  C.B.  and  G.S..  Crow.  1982.  Aquatic  Vascular  Plants  of  New 
England:  Part  5.  Araceae,  Leranaceae,  Xyridaceae,  Eriocaulaceae,  and 
Pontederiaceae.  Bulletin  523.  New  Hampshire  Agricultural  Experiment 
Station,  University  of  New  Hampshire,  Durham.   iii  +  46  p. 

20.  Hellquist,  C.B.  and  G.E.  Crow.   1984.   Aquatic  Vascular  Plants  of  New 
England:   Part  7.   Cabombaceae,  Nymphaeaceae,  Nelumbonaceae,  and 
Ceratophyllaceae.   Bulletin  527.   New  Hampshire  Agricultural  Experiment 
Station,  University  of  New  Hampshire,  Durham.   ii  +  27  p„ 

21.  Hotchkiss,  N.   1972.   Common  Marsh,  Underwater,  and  Floating-Leaved 
Plants  of  the  United  States  and  Canada.   Dover  Publicatons,  Inc.,  New 
York,   v  +  vii  +  233  p. 

22.  Knudsen,  J.W.   1966.   Collecting  and  Preserving  Plants  and  Animals. 
Harper  and  Row  Publishers,  New  York.   x  +  320  p. 

23.  Mager,  D.W.  1981.  Freshwater  Wetlands:  A  Guide  to  Common  Indicator 
Plants  of  the  Northeast.  University  of  Massachusetts  Press,  Amherst, 
ix  +  246  p. 

24.  Muenscher,  W.C.  1944.  Aquatic  Plants  of  the  United  States.  Cornell 
University  Press,  Ithaca.   ix  +  374  p. 


52 


AQUATIC  AND  WETLAND  VEGETATION 


25.  Ogden,  E.C.   1974.   Potamogeton  in  New  York.   Bulletin  423.   New  York 
State  Museum  and  Science  Service,  Albany,   v  +  20  p. 

26.  Ogden,  E.C.  1974.  Anatomical  Patterns  of  Some  Aquatic  Vascular  Plants 
of  New  York.  Bulletin  424.  New  York  State  Museum  and  Science  Service, 
Albany,   v  +  133  p. 

27.  Prescott,  G.W.   1969.   How  to  Know  the  Aquatic  Plants.   W.C.  Brown,  Co., 
Dubuque.   viii  +  171  p. 

28.  Schwoenbel,  J.   1970.   Methods  of  Hydrobiology  (Freshwater  Biology). 
Pergamon  Press,  Inc.,  Elmsford,  New  York,   x  +  200  p. 

29.  Seymour,  F.C.   1969.   The  Flora  of  New  England.   C.E.  Tuttle  Co., 
Rutland,  Vermont.   xvi  +  596  p. 

30.  Steward,  A.N. ,  L.R.J.  Dennis,  and  H.M.  Gilkey.   1960.   Aquatic  Plants  of 
the  Pacific  Northwest  with  Vegetative  Key*s .   Studies  in  Botany  Number  11, 
Oregon  State  College,  Corvallis.   vi  +  184  p. 

31.  United  States  Array  Corps  of  Engineers.   1977.   Wetland  Plants  of  the 
Eastern  United  States.   North  Atlantic  Division,  New  York.   126  p. 

32.  United  States  Array  Corps  of  Engineers.   1979.   Wetland  Plants  of  the 
Eastern  United  States  (Supplement  1).   North  Atlantic  Division,  New  York, 
210  p. 

33.  United  States  Environmental  Protection  Agency.   1982.   New  England 
Wetlands:   Plant  Identification  and  Protective  Laws.   Region  I,  Boston. 
168  p. 

34.  Weber,  C.I.,  (ed.).   1973.   Biological  Field  and  Laboratory  Methods  for 
Measuring  the  Quality  of  Surface  Waters  and  Effluents.   EPA-670/4-73-001 . 
U.S.  Environmental  Protection  Agency,  National  Environmental  Research 
Center,  Cincinnati,  Ohio,   xii  +  146  p.  +  appendices. 

35.  Weldon,  L.W. ,  R.D.  Blackburn,  and  D.S.  Harrison.  1973.  Common  Aquatic 
Weeds.   Dover  Publications,  Inc.,  New  York.   iv  +  43  p. 

36.  Winterringer,  G.S.  and  A.C.  Lopinot.   1977.   Aquatic  Plants  of  Illinois. 
Illinois  State  Museum  Popular  Science  Series  Volume  VI.   Illinois  State 
Museum,  Springfield.   142  p. 


53 


SECTION 


PAGE 


3.0 


BIOLOGICAL  FIELD  AND  LABORATORY  METHODS 


3.4    Aquatic  Macroinvertebrates 


3.4.1  Definition 


3.4.2  Objectives 

3.4.3  Field  Sampling 
Qualitative 
Rapid  Assessment 
Quantitative  • 

3.4.4  Laboratory  Analyses 

3.4.5  Field  Equipment  and  Supply  List 


3.4.6   Data  Record  Sheets 


3.4.7   References 


55 
55 
55 
55 
55 
55 
56 
56 
58 
59 
63 


54 


AQUATIC  MACRO INVERTEBRATES 


3.4    AQUATIC  MACROINVERTEBRATES 


3.4.1  DEFINITION:   The  aquatic  macroinvertebrate  community  is  defined  as  the 
assemblage  of  invertebrate  organisms  which  can  be  seen  by  the  unaided 
eye  and  retained  by  a  U.S.  Standard  No.  30  sieve  (i.e.,  28  meshes  per 
inch;  0.595  mm  apertures).   All  or  some  life-cycle  stages  of  these 
animals  occur  either  attached  to  plants,  other  animals,  debris,  or 
inorganic  substrates,  or  they  float  or  swim  in  the  water  column  of  lentic 
and  lotic  waterbodies.   Representative  members  of  this  community  include  • 
but  are  not  limited  to  -  sponges,  bryozoa,  flat  worms,  segmented  worms, 
arthropods  (water  mites,  crustaceans,  insects),  and  mollusks. 

3.4.2  OBJECTIVES 

1.  To  provide  information  for  stream  classification,  assessment  of  water 
quality  conditions  and  trends,  and  direct  impact  assessment; 

2.  to  interpret  data  using  knowledge  of  the  pollution  ecology  of 
component  taxa  (e.g.,  indicator  schemes;  biotic  indices),  or  by 
observing  changes  in  invertebrate  community  structure  (e.g., 
richness;  diversity);  and 

3.  to  determine  the  severity  of  water  pollution  problems  by  comparing 
unimpacted  control  or  reference  communities  with  potentially 
impacted  communities. 

3.4.3  FIELD  SAMPLING 

Qualitative 

Qualitative  macroinvertebrate  sampling  for  stream  classifications  or 
special  site  assessments  involves  the  use  of  a  variety  of  sampling 
devices  to  collect  samples  from  all  available  habitats  encountered  within 
a  sampling  site.   Generally,  D-frame  nets  are  used  to  sweep  aquatic 
vegetation,  collect  under  cut  stream  banks,  and  agitate  substrates  to 
dislodge  benthic  organisms.   Depending  upon  the  taxonomic  level  desired, 
organisms  are  identified  in  the  field  to  family  level  or  placed  in  jars 
with  70%  ethanol  (95%  if  sample  contains  sediment  materials  or  debris) 
for  transport  to  the  laboratory  where  further  analyses  are  conducted. 

Rapid  Assessment 

To  obtain  a  sample  for  the  Rapid  Assessment  Methodology,  a  D-frame  net  is 
pressed  against  the  substrates,  and  substrate  material  just  upstream  and 
in  front  of  the  net  is  agitated  by  kicking.   This  procedure  is  continued 
for  five  minutes  while  gradually  moving  upstream.   Sampling  is  executed 
in  areas  of  comparable  substrate  and  current  velocity  (usually  riffle 
areas  within  the  central  one  third  of  the  channel). 

At  the  end  of  the  five  minutes  of  kick-sampling  the  contents  of  the  net 
are  emptied  into  a  white  enamel  pan.  Organisms  clinging  to  the  net  are 
removed,  using  forceps,  and  placed  in  the  sample  container,  as  are 


55 


organisms  on  substrate  materials  too  large  to  fit  into  the  sample 
container.   Once  the  organisms  have  been  removed,  these  larger  materials 
are  returned  to  the  stream.   The  remainder  of  the  sample  is  added  to  the 
container  and  preserved  with  95%  ethanol,  containing  130  mg/1  Rose  Bengal 
stain.   Completed  labels  are  placed  inside  each  container  and  attached 
to  the  outside.   Field  notes  record  the  major  taxonomic  groups 
encountered  during  field  processing. 

Quantitative 

When  quantitative  sampling  is  required,  the  following  routine  is 
employed: 

1.  Depending  on  depth,  flow,  and  substrate  conditions  sampling  gear  is 
selected  from  among  Ekman,  Petersen  and  Ponar  grab  samplers  or 
Surber  and  Hess  substrate  samplers.   One  set  of  four  replicate 
samples  is  obtained  following  a  random  transect  whereby  both  banks 
and  two  quarter  points  are  sampled. 

2.  The  substrate  obtained  is  characterized  according  to  particle  size 
and  composition,  placed  into  a  basin,  and  mixed  thoroughly.   When 
the  sample  consists  of  heavily  organic  or  sand-silt  type  substrate, 
one-quarter  of  the  sample  is  randomly  selected  and  retained  after 
mixing.   The  remaining  material  is  qualitatively  examined  and 
discarded.   Subsampling  is  often  necessary  due  to  the  time  required 
for  sorting  a  large  quantity  of  substrate. 

3.  The  sample  portion  is  passed  through  a  standard  U.S.  No.  30  brass 
sieve  (0.595  mm  apertures).   Organisms  and  substrate  left  behind  are 
placed  into  labeled  plastic  or  glass  wide-mouth  containers  (approx. 

1  liter)  and  returned  alive  or  preserved  with  95%  ethanol  to  the 
laboratory  for  further  analysis. 


3.4.4   LABORATORY  ANALYSES 

All  samples  are  recorded  in  a  log  book  upon  arrival  at  the  laboratory. 
Preserved  samples  are  drained  on  a  U.S.  Standard  No.  30  mesh  screen  and 
rinsed  with  tap  water.   Live  and  preserved  samples  are  placed  in 
individual  white  enamel  pans  for  sorting.   Samples  for  quantitative 
analyses  are  preferably  sorted  alive  by  removing  all  benthic  organisms 
manually  from  the  substrate  and  separating  them  by  taxonomic  order  into 
glass  vials  containing  70%  ethanol.   For  the  Rapid  Assessment  Methodo- 
logy, the  contents  of  the  enamel  pan  are  subdivided  by  scooping  material 
successively  (one  after  the  other)  into  four  to  eight  glass  petri  dishes 
until  all  the  material  is  distributed  among  the  dishes.   The  number  of 
dishes  used  depends  on  the  volume  of  substrate  and  debris  in  the  sample. 

Before  picking  out  organisms,  the  petri  dishes  are  assigned  a  number  (one 
to  four,  if  four  are  used).   Numbers  are  then  drawn  at  random  to  deter- 
mine the  order  of  processing.   The  dish  with  the  number  corresponding  to 
the  first  number  drawn  is  placed  on  the  stage  of  a  stereomicroscope  by 
deliberate  orientation  (first  random  field).   All  organisms  within  the 
field  of  view  at  low  power  are  picked  and  placed  in  labeled  vials  with 
70%  ethanol.   When  all  organisms  in  the  field  of  view  have  been  removed 

56 


AQUATIC  MACROINVERTEBRATES 


the  dish  is  moved  Co  another  random  field  for  removal  of  additional 
organisms.   This  procedure  is  repeated  until  100  organisms  have  been 
selected,  moving  to  the  next  randomly  selected  petri  dish  as  required. 
The  remaining  sample  materials  are  again  sieved  on  a  #30  mesh  screen, 
labeled,  and  archived  in  95%  ethanol. 

Macroinvertebrate  specimens  other  than  chironomids  and  oligochaetes  are 
identified  through  examinations  using  a  Wild  M5A  stereomicroscope 
equipped  with  fiber  optics  lighting.   Oligochaetes,  chironomid  larvae, 
and  chironomid  pupae  must  be  mounted  on  microscope  slides  before 
examination  with  an  Olympus  BH-2  compound  microscope  equipped  with 
Nomarski  optics.   Semi-permanent  slide  mounts  are  made  by  placing  the 
specimens  on  a  25  x  75  mm  microscope  slide  in  CMC-10.   The  oligochaetes 
and  chironomid  larvae  are  mounted  in  the  CMC-10  without  prior  clearing. 
The  heads  of  the  chironomid  larvae  are  excised  and  positioned  above  the 
bodies,  usually  with  three  specimens  under  each  of  two  18  x  18  mm  square 
coverslips  per  slide.   Chironomid  pupae  are  first  cleared  in  10%  KOH 
(potassium  hydroxide)  before  mounting  in  CMC-10  with  one  specimen  per 
18  x  18  mm  slide.   The  heads  of  the  pupae  are  also  separated  from  the 
body  once  mounted  on  the  slide. 


57 


3.4.5   FIELD  EQUIPMENT  AND  SUPPLY  LIST 


Vehicles,  Boats  and  Accessories 

I  \   state  vehicle,  clipboard 

j  J  roof  racks 

[  [  boat  trailer 

[  I  pram,  oars  (and  locks) 

j  canoe,  paddles 

f~J  boat  motor,  gas  can  (and  line) 

| [  anchor,  rope 

|  j  life  jackets,  seat  pads 

Collecting  and  Sampling  Gear 
j  J  pocket  thermometer 
|  ;  tape  measure 

I j  range  finder 

|  _J  Ekman,  Peterson,  Ponar  dredges 

j  {  Surber  samplers 

j  [  Hess  sampler 

[~]  metal  holding  tub 

|  J  white  enamel  trays 

j  J  sieves  (of  various  sizes) 

j  I  plastic  bucket,  rope 

;  _]  glass  and/or  plastic  vials 

| J  glass  and/or  plastic  jars,  bottles 

j  j  ethanol,  formalin 

|  J  killing  jar,  killing  agent 

[_]  aerial  net,  D-frarae  net 


Field  Apparel 

! |  rain  gear  (jacket,  pants,  hat) 

j j  hip  boots  and/or  chest  waders 
I [  rubber  gloves 


Miscellaneous  Items 

,  [  USGS  topographic  maps 

|_J  clipboard 

!  field  data  sheets,  maps 

I  |  tags  and  labels  (with  elastics  or 
string) 

[  pencils ,  pens 

| |  field  identification  manuals,  keys 

j  [  dissecting  kit,  hand  lens 

j  j  camera,  film 

|  |  first-aid  kit 

) |  field  glasses 

| j  insect  repellent 

! |  tool  kit 

1  j  cooler(s) ,  ice 


58 


AQUATIC  MACROINVERTEBRATES 


3.4.6   DATA  RECORD  SHEETS 


59 


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60 


AQUATIC  MACRO INVERTEBRATES 


MASSACHUSETTS  DIVISION  OF  WATER  POLLUTION  CONTROL 
TECHNICAL  SERVICES  BRANCH 

AQUATIC  MACRO INVERTEBRATE  LAB  BENCH  SHEET 


Name  of  Water  Body 
Date  Collected 


Station  No. 


Location 


Collector 


Sorted  By 


Code 


******************************************************************** 

ORGANISM  #  /LS/TV/TI   |  ORGANISM  #  /LS/TV/TI 

******************************************************************************* 


Nematoda 

Plecoptera 

Annelida 

Oligochaeta 
Hirudinea 

Hemiptera 

Megaloptera 

Isopoda 

Amphipoda 
Decapoda 

Trichoptera 

Coleoptera 

Hydracarina 

Diptera 

Collembola 

Ephemeroptera 

Gastropoda 
Pelecypoda 

Odonata 

Others 

******************************************************************************* 


Total  No.  of  Organisms 
Total  No.  of  Kinds 


#   =  Number  of  individuals  tallied 
TV  =  Biotic  Index  Tolerance  Value 
TI  =  Taxonoraist's  initials 
LS  =  Life  stage:   I  =  Immature 

P  =  Pupa 
A  =  Adult 


£i 


MASSACHUSETTS  DIVISION  OF  WATER  POLLUTION  CONTROL 
TECHNICAL  SERVICES  BRANCH 

SLIDE  INVENTORY  CATALOG  SHEET 


Page 


of 


SURVEY  NAME: 


SURVEY  CODE 


SLIDE  BOX     OF 


SLOT /STATION     CS     TAXA 


COMMENTS 


SLOT /STATION    CS   TAXA     COMMENTS 


B 


B 


B 


B 


B 


B 


B 


B 


B 


B 


CS  =  cover  slip 


62 


AQUATIC  MACROINVERTEBRATES 


3.4.7   REFERENCES 
General 

1.  Edmondson,  W.T.  and  G.G.    Winberg,  (eds.).   1971.   A  Manual  on  Methods  for 
the  Assessment  of  Secondary  Productivity  in  Fresh  Waters.   IBP  Handbook 
No.  17.   Blackwell  Scientific  Publications,  Oxford,  England.   xxiv  + 

358  p. 

2.  Green,  R.H.   1979.   Sampling  Design  and  Statistical  Methods  for  Environ- 
mental Biologists.   John  Wiley  and  Sons,  New  York,   xiv  +  257  p. 

3.  Hilsenhoff,  W.L.   1982.   Using  a  Biotic  Index  to  Evaluate  Water  Quality 
in  Streams.   Technical  Bulletin  No.  132.   Wisconsin  Department  of  Natural 
Resources,  Madison.   22  p. 

4.  Schwoerbel,  J.   1970.   Methods  of  Hydrobiologj*  (Freshwater  Biology). 
Pergamon  Press,  Inc.,  Elrasford,  New  York.   x  +  200  p. 

5.  Weber,  C.I.,  (ed.).   1973.   Biological  Field  and  Laboratory  Methods  for 
Measuring  the  Quality  of  Surface  Waters  and  Effluents.  .  EPA-670/4-73-001 . 
United  States  Environmental  Protection  Agency,  National  Environmental 
Research  Center,  Cincinnati,  Ohio.   xii  +  146  p.  +  appendices. 

Taxonomic 

1.  Allen,  R.K.  and  G.F.  Edmonds,  Jr.   1959.   A  Revision  of  the  Genus 
Ephemerella  (Ephemeroptera:   Ephemerellidae) .   I.   The  Subgenus 
Timpanoga.   The  Canadian  Entomologist.   91:   51-58. 

2.     .   1961.   A  Revision  of  the  Genus  Ephemerella 

(Ephemeroptera:   Ephemerellidae).   II.   The  Subgenus  Caudatella.   Annals 
Entomol.  Soc.  Amer.   54:   603-612. 

3.     .   1961.   A  Revision  of  the  Genus  Ephemerella 

(Ephemeroptera:  Ephemerellidae)  III.   The  Subgenus  Attenuattella. 
Journal  of  Kansas  Entomological  Society  34(4):   161-173. 

4.     .   1962.   A  Revision  of  the  Genus  Ephemerella 

(Ephemeroptera:  Ephemerillidae)  IV.   The  Subgenus  Dannella.   Journal  of 
Kansas  Entomological  Society.   35(3):   333-338. 

5.     .   1962.   A  Revision  of  the  Genus  Ephemerella 

(Ephemeroptera:  Ephemerillidae)  V.   The  Subgenus  Prunella  in  North 
America.   Misc.  Publ.  Entomol.  Soc.  Amer.   3(5):   147-179. 

6.     .   1963.   A  Revision  of  the  Genus  Ephemerella 

(Ephemeroptera:  Ephemerillidae)  VI.   The  Subgenus  Serratella  in  North 
America.   Ann.  Ent.  Soc.  Amer.   56:   583-600. 

7.     .   1963.   A  Revision  of  the  Genus  Ephemerella 

(Ephemeroptera:   Ephemerillidae)  VII.   The  Subgenus  Eurylophella.   The 
Canadian  Entomologist.   95:  597-623. 


63 


8.  .   1965.   A  Revision  of  the  Genus  Ephemerella 
(Ephemeroptera:  Ephemeriilidae)  VIII.   The  Subgenus  Ephemerella  in  North 
America.   Misc.  Publ.  Encomol.  Soc.  Amer.  6(4):   243-282. 

9.  Bednarik,  A.F.  and  W.P.  McCafferty.   1979.   Brosystematic  Revision  of  the 
Genus  Scenonema  (Ephemeroptera:  Heptageniidae) .   The  Canadian  Bulletins 
of  Fisheries  and  Aquatic  Sciences.   No.  201.   73  p. 

10.  Bergman,  E.A.,  W.L.  Hilsenhoff.   1978.   Baetis  (Ephemeroptera:  Baetidae) 
of  Wisconsin.   The  Great  Lakes  Entomologist.   11(3):   125-135. 

11.  Bode,  R.W.   1983.   Larvae  of  North  American  Eukief feriella  and  Tvetenia 
(Diptera:  Chironomidae) .   New  York  State  Museum,  Albany.   40  p. 

12.  Brinkhurst,  R.O.,  B.G.M.  Jamieson.  1971.  Aquatic  Oligochaeta  of  the 
World.  University  of  Toronto  Press,  Toronto,  Ontario,  Canada.  xii  + 
860  p. 

13.  Burch,  J.B.   1972.   Freshwater  Spliaeriacean  Clams  (Mollusca:  Pelecypoda) 
of  North  America.   U.S.  Environmental  Protection  Agency,  Washington,  D.C. 
vi  +  31  p. 

14.  Edmunds,  G.F.,  S.L.  Jensen,  and  L.  Berner..  1976.   The  Mayflies  of  North 
and  Central  America.   Univ.  Minnesota  Press,  Minneapolis.   x  +  330  p. 

15.  Hilsenhoff,  W.L.  1982.  Aquatic  Insects  of  Wisconsin.  University  of 
Wisconsin,  Madison.   60  p. 

16.  Hiltunen,  J.K.  and  D.J.  Klemm.   1980.   A  Guide  to  the  Naididae  (Annelida: 
Clitellata:  Oligochaeta)  of  North  America.   EPA-600/4-80-031.  U.S.  EPA, 
Cincinnati,  Ohio.   ix  +  48  p. 

17.  Hobbs,  H.H.   1972.   Crayfishes  (Astacidae)  of  North  and  Middle  America. 
U.S.  EPA,  Washington.   x  +  173  p. 

18.  Holsinger,  J.R.  1972.  The  Freshwater  Amphipod  Crustaceans  (Gammaridae) 
of  North  America.   U.S.  EPA,  Washington.   viii  +  89  p. 

19.  Hynes,  H.B.N.   1970.   The  Ecology  of  Running  Waters.   Liverpool 
University  Press,  Liverpool,  England.   xxiv  +  555  p. 

20.  Jokinen,  E.H.   1983.   The  Freshwater  Snails  of  Connecticut.   Bulletin 
109.   Connecticut  Geological  and  Natural  History  Survey,  Hartford, 
vii  +  83  p. 

21.  Klemm,  D.J.   1982.   Leeches  (Annelida:  Hirudinea)  of  North  America. 
EPA-600/3-82-025.   U.S.  EPA,  Cincinnati,  Ohio.   xvii  +  177  p. 

22.  Malcolm,  S.E.   1971.   The  Water  Beetles  of  Maine:  Including  the  Families 
Gyrinidae,  Haliphidae,  Dytiscidae,  Noteridae,  and  Hydrophilidae. 
Technical  Bulletin  48.   Life  Sciences  and  Agriculture  Experiment  Station, 
Orono,  Maine.   49  p. 

23.  Maschwitz,  D.E.  1975.  Revision  of  the  Nearctic  Species  of  the  Subgenus 
Polypedilum  (Chironomidae:  Diptera).  Ph.D.  Thesis.  Univ.  of  Minnesota, 
Minneapolis.   325  p. 

64 


AQUATIC  MACROINVERTEBRATES 


24.  Merritt,  R.W.  and  K.W.  Cummins,  (eds.).   1984.   An  Introduction  to  the 
Aquatic  Insects  of  North  America.   Kendall/Hunt  Publ.  Co.,  Dubuque, 
Iowa.   ix  +  722  p. 

25.  Oliver,  D.R.  and  R.W.  Bode.   1985.   Description  of  the  Larva  and  Pupa  of 
Cardiocladius  albiplumus  Saether  (Diptera:  Chironomidae) .   The  Canadian 
Entomologist.   117(7):   803-809. 

26.  Oliver,  D.R.  and  M.E.  Roussel.   1983.   The  Genera  of  Laval  Midges  of 
Canada.   Minister  of  Supply  and  Services  Canada,  Ottawa,  Ontario,  Canada. 
263  p. 

27.  Pennak,  R.W.   1978.   Fresh-water  Invertebrates  of  the  United  States. 
John  Wiley  &  Sons,  New  York.   xvii  +  803  p. 

28.  Roback,  S.S.   1981.   The  Immature  Chironomids  of  the  Eastern  United 
States  V.  Pentaneurini  -  Thienemannimyia  Group.   Proc.  of  the  Academy  of 
Natural  Sciences  of  Philadelphia.   133:   73-128.        ~   ~ 

29.  Ross,  H.H.   1972.   The  Caddisflies,  or  Trichoptera,  of  Illinois. 
Entomological  Reprint  Specialists,  Los  Angeles.   326  p. 

30.  Schefter,  P.W.  and  G.B.  Wiggins.   1986.   A  Systematic  Study  of  the 
Nearctic  Larvae  of  the  Hydropsyche  morosa  Group  (Trichoptera: 
Hydropsychidae) .   Royal  Ontario  Museum  Miscellaneous  Publication, 
Toronto.   94  p. 

31.  Schuster,  G.A. ,  D.A.  Ethier.   1978.   A.  Manual  for  the  Identification  of 
the  Larvae  of  the  Caddisfly  General  Hydropsyche  Pictet  and  Symphitopsyche 
Ulmer  in  Eastern  and  Central  North  America  (Trichoptera:  Hydropsychidae). 
EPA-600/4-78-060.   U.S.  EPA,  Cincinnati,   xii  +  129  p. 

32.  Soponis,  A.R.   1977.   A  Revision  of  the  Nearctic  Species  of  Orthocladius 
(Orthocladius)  van  der  Wulp  (Diptera:  Chironomidae).   The  Entomological 
Society  of  Canada,  Ottawa.   187  p. 

33.  Simpson,  K.W.  and  R.W.  Bode.   1980.   Common  Larvae  of  Chironomidae 
(Diptera)  from  New  York  State  Streams  and  Rivers.   Bulletin  No.  439. 
New  York  State  Museum,  Albany,   vi  +  105  p. 

34.  Simpson,  K.W. ,  R.W.  Bode  and  P.  Albu.   1983.   Keys  for  the  Genus 
Cricotopus  Adapted  from  "Revision  der  Gatting  Cricotopus  van  der  Wulp 
and  ihrer  Verwandten  (Diptera,  Chironomidae)"  by  M.  Hirvenoja.   Bulletin 
No.  450.   New  York  State  Museum,  Albany,   vi  +  133  p. 

35.  Stimpson,  K.S.,  D.J.  Kleram,  and  J.K.  Hiltunen.   1982.   A  Guide  to  the 
Freshwater  Tubificidae  (Annelida:  Clitellata:  Oligochaeta)  of  North 
America.   EPA-600/4-80-031 .   U.S.  EPA,  Cincinnati,   x  +  61  p. 

36.  Stone,  A.   1964.   Guide  to  the  Insects  of  Connecticut,  Part  VI.   The 
Diptera  or  True  Flies  of  Connecticut  (Ninth  Fasicle).   Bulletin  No.  97, 
Connecticut  Geological  and  Natural  History  Survey,  Hartford,   vii  + 
126  p. 


65 


37.  Usinger,  R.L.,  (ed.).   1956.   Aquatic  Insects  of  California.   University 
of  California  Press,  Berkeley.   x  +  508  p. 

38.  Walker,  E.M.   1953.   The  Odonata  of  Canada  and  Alaska,  Volume  One. 
University  of  Toronto  Press,  Toronto,  Canada,   xi  +  292  p. 

39.    .   1958.   The  Odonata  of  Canada  and  Alaska,  Volume  Two. 

Univ.  Toronto  Press,  Toronto,   xi  +  318  p. 

40.  Walker,  E.M.  and  P.S.  Corbet.   1975.   The  Odonata  of  Canada  and  Alaska, 
Volume  Three.   Univ.  Toronto  Press,  Toronto,   xvi  +  307  p. 

41.  Wiggins,  G.B.   1977.   Larvae  of  the  North  American  Caddisfly 
(Trichoptera) .   University  of  Toronto  Press,  Toronto,   xi  +  401  p. 

42.  Williams,  W.D.   1972.   Freshwater  Isopods  (Asellidae)  of  North  America. 
U.S.  EPA,  Washington.   ix  +  45  p. 

43.  Wilson,  R.S.,  J.D.  McGill.   1982.   A  Practical  Key  to  the  Genera  of  Pupal 
Exuviae  of  the  British  Chironomidae  (Diptera,  Insecta).   University  of 
Bristol,  Bristol,  England.   62  p. 


66 


FISH 


SECTION  PAGE 

3.0     BIOLOGICAL  FIELD  AND  LABORATORY  METHODS 

3.5    Fish  68 

3.5.1  Definition  68 

3.5.2  Objectives  68 

3.5.3  Field  Sampling  68 
Physical  Measurements  68 
Gill  Netting  68 

"Electrofishing  69 

Trapping  69 

Processing  69 

3.5.4  Laboratory  Analysis  69 
Processing  69 
Aging  70 

3.5.5  Data  Management  70 
Reporting  of  Results  70 
Computer  Files  70 

3.5.6  Field  Equipment  and  Supply  List  71 

3.5.7  Data  Record  Sheets  and  Freshwater  and  Anadromous  Fishes 

Coding  List  72 

3.5.8  References  80 


67 


3.5     FISH 


3.5.1  DEFINITION:   For  the  purpose  of  this  standard  operating  procedure,  fish 
shall  include  those  vertebrate  species  belonging  to  the  classes  Agnatha 
(jawless  fishes),  Chondrichthyes  (cartilaginous  fishes),  and 
Osteichthyes  (bony  fishes). 

3.5.2  OBJECTIVES 

1.  To  provide  data  for  surface  water  quality  standards  evaluation 
and  the  National  Pollutant  Discharge  Elimination  System  (NPDES) 
permit  program; 

2.  to  provide  data  to  assess  human  health  concerns  with  special  regard 
to  fish  consumption;  and 

3.  to  provide  complementary  data  for  assessing  water  quality  impacts 
to  aquatic  and  semi-aquatic  biota. 

3.5.3  FIELD  SAMPLING 

The  collection  of  fish  samples  and  field  data  pertaining  to  the  objec- 
tives stated  above  are  conducted  in  cooperation  with  the  Massachusetts 
Division  of  Fisheries  and  Wildlife  (MDFW) .   The  MDFW  supplies  one  full- 
time  biologist  and  equipment  when  necessary.   Fish  are  collected  under 
guidelines  included  in  a  "Scientific  ^Collecting  Permit  for  Fish"  issued 
to  the  Division  of  Water  Pollution  Control  by  the  Division  of  Fisheries 
and  Wildlife.   This  permit  is  renewed  annually. 

Physical  Measurements 

When  assessing  water  quality  impacts  as  stated  in  objective  3.5.2(3) 
data  concerning  stream  reach  length,  width,  and  average  depth  are 
recorded.   Substrate  characteristics  are  visually  inspected  and  noted. 
Water  temperature  is  also  recorded.   Also  under  objective  3.5.2(3)  all 
fish  are  identified,  weighed,  and  measured.   Scales  or  spines  are 
sampled  and  used  for  aging.   All  fish  are  then  released  if  they  show 
minimal  stress.   Under  objectives  3.5.2  (1)  and  (2),  only  targeted 
species  of  appropriate  size  are  collected,  identified,  weighed,  and 
measured.   These  fish  are  brought  back  to  the  laboratory  for  processing. 
In  lakes  and  ponds,  collection  areas  are  marked  on  prepared  maps,  and 
amount  of  effort  (time)  is  recorded.   When  electrof ishing  is  performed 
conductivity  is  recorded  along  with  voltage  used  and  relative  success. 

Gill  Netting 

Gill  nets  are  entanglement  gear  best  described  as  vertical  walls  of 
netting.   The  typical  net  used  by  this  Division  is  of  an  experimental 
design.   The  nets  are  38  meters  in  length  and  two  meters  in  depth 
stretched.   They  usually  include  a  1.27  cm  polypropylene  float  line  and 
a  23  kg  lead  line.   The  net  itself  is  composed  of  five  7.6  meter 
monofilament  panels.   Mesh  sizes  are:  2.54  cm;  3.175  cm;  3.81  cm;  4.445 
cm;  and  5.08  cm. 


68 


FISH 


Gill  nets  are  set  overnight  for  approximately  16-20  hours.   The  Division 
is  experimenting  with  two-hour  sets  to  minimize  the  number  of  unwanted 
fish  collected.   Nets  are  usually  set  in  at  least  2.5  m  of  water  and 
are  marked  by  a  buoy  on  each  end.   An  additional  buoy  is  attached  near 
the  center  of  the  net  in  water  less  than  3.0  m  in  depth  to  warn  boaters 
and/or  fishermen  of  the  obstruction. 

-  Electrof ishing 

Electrof ishing  using  alternating  current  (a.c.)  or  direct  current  (d.c.) 
is  conducted  in  streams  and  in  shallow  water  habitats  in  lakes,  ponds 
and  impoundments.   In  lotic  environments  sampling  begins  and  continues 
until  a  satisfactory  sample  is  attained  at  the  lower  end  of  a  reach  of 
approximately  50-200  meters  in  length.   Electrically-activated  elec- 
trodes are  swept  together  along  and  under  stream  banks  and  around  rocks, 
logs  and  other  obstructions.   Stunned  fish  are  collected  with  a  dip-net 
and  placed  in  a  tub  of  stream-water  for  later  processing.   Fish  sampling 
in  lakes,  impoundments  and  deep  rivers  is  performed  using  a  boat  driven 
slowly  forward  through  shallow  areas.  In  both  types  of  habitats,  an 
estimate  of  the  fish  species  and  numbers  missed  is  noted. 

Trapping 

Wooden  cylindrical  catfish  traps  are  used  to  collect  catfish  and 
bullheads  (Ictaluridae) .   These  are  baited,  set  in  suitable  locations, 
and  periodically  checked.   The  trap  has  an  opening  on  one  end  with  a 
cone-shaped  entrance.   The  fish  enter  through  the  cone  and  cannot  find 
the  entrance  once  in  the  box  end  of  the  trap. 

Processing 

Fish  collected  from  each  station  are  identified,  weighed,  measured,  and 
labeled,  accordingly.   Selected  specimens  are  placed  in  plastic  bags 
and  stored  on  ice  in  a  cooler.   Scales  from  representative  fish  are 
collected  and  placed  in  "scale  envelopes"  for  further  analysis. 

3.5.4   LABORATORY  ANALYSIS 

Processing 

Fish  collected  for  objectives  3.5.2  (1)  and  (2)  are  used  for  bioaccumu- 
lation  data  analysis  which  is  incorporated  into  public  health  determi- 
nations or  National  Pollutant  Discharge  Elimination  System  permit 
reviews.   Each  fish  is  weighed  whole  with  entrails  intact.   Length  is 
measured  from  the  tip  of  snout  with  mouth  closed  to  the  longest  part  of 
the  caudal  fin  slightly  compressed.   This  is  expressed  as  total  length. 

Each  fish  is  rinsed  with  deionized  water  and  filleted.   A  clean,  sharp 
fillet  knife  is  run  along  each  side  of  the  backbone  and  then  just  to  the 
outside  of  the  rib  cage.   This  removes  a  boneless  fillet  from  each  side 
of  the  fish.   The  fillet  is  then  placed,  skin  down,  on  the  filleting 
board.   A  knife  is  used  to  separate  the  flesh  from  the  skin.   The  skin 
is  discarded.   One  fillet,  depending  on  the  study,  is  either  wrapped 


69 


individually,  or  composited  with  fillets  from  other  fish  of  the  same 
species  and  size.   The  opposite  fillet  is  wrapped  individually,  tagged 
with  a  three  or  four  letter  code  and  number,  and  archived  for  future  use. 
Samples  for  metals  analysis  are  wrapped  in  plastic  (e.g.  Saran)  wrap. 
Samples  to  be  tested  for  PCB's  are  wrapped  in  household  grade  aluminum 
foil.   Fillets  to  be  analyzed  for  dioxin  are  wrapped  in  aluminum  foil 
which  has  been  rinsed  with  methanol  and  methylene  chloride.   The  fillet- 
ing board  and  knife  are  rinsed  thoroughly  after  each  fish  is  filleted. 
Processed  fish  are  kept  frozen  until  they  are  transported  to  the  analyt- 
ical laboratory  for  analysis. 

Fish  are  analyzed  for  metals  and/or  organics  depending  on  the  individual 
study  being  performed.   All  results  are  reported  as  mg/kg.   Quality 
control  and  assurance  data  are  recorded  with  each  run  of  samples  by  the 
analytical  laboratory. 

Aging 

All  fish  collected  are  aged  by  use  of  scales  or  spines.   Scales  are 
taken  from  various  areas  of  a  fish  depending  on  the  species  being 
sampled.   Scales  are  dried  in  scale  envelopes.   The  impressions  are 
made  on  butyrate  slides,  with  a  scale  press.   The  impressions  can  then 
be  read  off  a  scale  reader  or  microfilm  reader.   Pectoral  spines  are 
collected  from  Ictalurids.   These  spines  are  dried  and  cleaned  of 
excess  skins  and  flesh.   They  are  soaked  in  Axion  detergent,  which  helps 
loosen  the  skin  and  flesh  which  results  in  easier  removal.   Spines  are 
cross-sectioned  at  the  basal  recess  on  a  low  speed  diamond  bladed  saw. 
Cross-sections  of  .10-. 20  mm.  can  then  be  read  through  a  compound  micro- 
scope.  Ages  are  expressed  as  years+s  for  example  1+,  2+,  3+. 

3.5.5    DATA  MANAGEMENT 

Reporting  of  Results 

In  most  cases  involving  objectives  3.5.2  (1)  and  (2)  results  are  put 
into  tabular  form  and  a  technical  memorandum  is  written  detailing  the 
nature  of  the  study,  methods  used,  and  any  applicable  recommendations. 
The  memorandum  is  distributed  to  interested  parties  including  the 
Massachusetts  Department  of  Public  Health  and  the  DEQE  Office  of 
Research  and  Standards. 

Computer  Files 

All  fish  data  are  entered  into  one  of  4  DBase  files.   The  files  include 
station  identification  information  (STAID),  a  record  of  samples 
(SAMPREC),  the  results  of  analyses  for  metals  (FISHMET),  and  the  results 
for  organics  (FISHORG).   These  files  are  linked  in  such  a  manner  that 
data  can  be  retrieved  by  species,  waterbody,  analyses  type,  concentra- 
tion of  contaminant,  year,  size,  and  other  metrics.   Data  from  these 
files  are  the  beginning  of  a  statewide  data  base. 


70 


FISH 


3.5.6   FIELD  EQUIPMENT  AND  SUPPLY  LIST 

Vehicles,  Boats  and  Accessories 

|  {  state  vehicle,  clipboard 

|~~f  electrof ishing  boat 

|  [  boat  motor,  gas  can  (and  line) 

f  I  generator  and  gas  can 

j  [  generator  tote  barge 

|  [  anchor,  rope 

[ |  life  jackets,  seat  pads 

j j  fire  extinguisher 

|  [  boat  lights 

Collecting  and  Sampling  Gear 
[~~]  backpack  electrof  ishing  gear 

i J  pocket  thermometer 

| |  tape  measure 

[__}  range  finder 

I [  plastic  bucket,  rope 

(_J  plastic  bags  (and  ties) 

j  |  glass  and/or  plastic  vials 

|"~~j  glass  and/or  plastic  jars,  bottles 

; i   formalin 

j  |  dip-nets 

!  [  gill  nets 

I [  fish  measuring  board 

[ [  pan  balance 


Field  Apparel 

j  i  |  rain  gear  (jacket,  pants,  hat) 
1  [  hip  boots  and/or  chest  waders 
J  rubber  gloves 


Miscellaneous  Items 

i  I  USGS  topographic  maps 

j  [  clipboard 

! j  field  data  sheets,  maps 

j  j  length-weight,  length-frequency  forms 

j ]  tags  and  labels  (with  elastics  or 

string) 

|~|  pencils,  pens 

I  j  field  identification  manuals,  keys 

{  [  dissecting  kit,  hand  lens 

|  [  aluminum  foil  and  plastic  wrap 

'  [  camera,  film 

[  [  first-aid  kit 

|  |  field  glasses 

\~ ~|  insect  repellent 

H]  tool  kit 

}  [  cooler(s) ,  ice 

j [  paper  towels 

Pj  flashlights 

I  j  ear  protectors 


71 


3.5.7   DATA  RECORD  SHEETS  AND  FRESHWATER  AND  ANADROMOUS  FISHES 

CODING  LIST 


72 


^ 


FISH 


MASSACHUSETTS  DIVISION  OF  WATER  POLLUTION  CONTROL 
TECHNICAL  SERVICES  BRANCH 

EXAMPLE  OF  SCALE  (ENVELOPE) 


WATERS 

TOWN 

TAG  NO. 

SP. 

NO. 

TL. 

IN. 

SL. 

MM. 

WGT. 

SEX 

M 

G 

STOM. 

D 

Mass.  F.  &  W. 

Fish  Scale  Record 

! 


73 


MASSACHUSETTS  DIVISION  OF  WATER  POLLUTION  CONTROL 
TECHNICAL  SERVICES  BRANCH 

FISH  LENGTH  -  WEIGHT  DATA  SHEET 


Collection  Method: 

Collector: 

Date/Time: 

Weather: 

Water: 

Station: 

Species 

Length 

Weight 

Species 

Length 

Weight 

Species 

Length 

Weight 

'• 

• 

- 

74 


MASSACHUSETTS   DIVISION  OF  WATER  POLLUTION  CONTROL 
TECHNICAL  SERVICES   BRANCH 

FISH   LF.NCTII   -   FREQUENCY   DISTRIBUTION  SIIEEr 


FISH 


Co  1 L  jc  t  ion  Mb  tl  iod : 

Collector: 

Date/Tine: 

Weather: 

Water: 

SLation: 

Milliliters 

Tally 

Milliliters 

Tally 

JO  -  39 

450  -  459 

40  -  49 

460  -  469 

50  -  59 

470  -  479 

GO  -  69 

480  -  489 

70  -  79 

490  -  499 

80  -  89 

500  -  509 

90  -  99 

510  -  519 

100  -  109 

520  -  529 

110  -  119 

530  -  539 

120  -  129 

540  -  549 

1.10  -  1J9 

550  -  559 

140  -  149 

560  -  569 

150  -  159 

570  -  579 

160  -  169 

580  -  589 

170  -  179 

590  -  599 

180  -  189 

600  -  609 

190  -  199 

610  -  619 

200  -  209 

620  -  629 

210  -  219 

630  -  639 

220  -  229 

640  -  649 

2J0  -  2J9 

650  -  659 

240  -  249 

660  -  669 

250  -  259 

670  -  679 

200  -  209 
2  70  -  279 

680  -  689 

690  -  699 

280  -  289 
290  -  299 
J00  -  309 
3L0  -  319 

700  -  709 

710  -  719 

720  -  729 

730  -  739 

320  -  329 

330  -  339 

740  -  749 

750  -  759 

340  -  349 

760  -  769 

350  -  359 

770  -  779 

360  -  369 

780  -  789 

370  -  379 

790  -  799 

380  -  389 

800  -  809 

390  -  399 

810  -  819 

400  -  409 

820  -  829 

410  -  419 

830  -  839 

420  -  429 

840  -  849 

430  -  439 

850  -  859 

440  -  449 

860  -  869 

Total  Niwiljor 

Total   Weight 
(Kg) 

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79 


3.5.8   REFERENCES 


1.  Bagenal,  T.   ed.   1978.   Methods  for  Assessment  of  Fish  Production  in 
Fresh  Waters.   IBP  Handbook  No.  3.   Blackwell  Scientific  Publications, 
Oxford,  England.   xvi  +  365  p. 

2.  Clayton,  G. ,  C.  Cole,  and  S.  Murawski.   1978.   Common  Marine  Fishes  of 
Coastal  Massachusetts.   Massachusetts  Cooperative  Extension  Service, 
Amherst,   x  +  231  p. 

3.  Eddy,  S.,  and  J.C.  Underhill.   1978.   How  to  Know  the  Freshwater  Fishes. 
W.C.  Brown  Company,  Publishers.   Dubuque,  Iowa.   viii  +  215  p. 

4.  Halliwell,  D.B.   1981.   A  List  of  Freshwater  Fishes  of  Massachusetts. 
Massachusetts  Division  of  Fisheries  and  Wildlife,  Westborough.   12  p. 

5.  Lagler,  K.F.   1971.   Freshwater  Fishery  Biology.   Wm.  C.  Brown  Company, 
Publishers.   Dubuque,  Iowa.   xii  +  421  p. 

6.  Mugford,  P.S.   1969.   Illustrated  Manual  of  Massachusetts  Freshwater 
Fish.   Massachusetts  Division  of  Fisheries  and  Wildlife,  Westborough. 
v  +  127  p. 

7.  Nielson,  L.A.  and  D.C.  Johnson,  (eds.).   1983.   Fisheries  Techniques. 
American  Fisheries  Society,  Bethesda,  Maryland.   xvi  +  468  p. 

8.  Robins,  C.R.,  (ed).   1980.   A  List  of  Common  and  Scientific  Names  of 
Fishes  from  the  United  States  and  Canada.   Special  Publication  No.  12. 
American  Fisheries  Society,  Bethesda,  Maryland.   176  p. 

9.  Scott,  W.B.  and  E.J.  Crossman.   1973.   Freshwater  Fishes  of  Canada. 
Bulletin  No.  184.   Fisheries  Research  Board  of  Canada,  Ottawa,  Ontario, 
Canada.   xx  +  966  p. 

10.  Smith,  C.L.   1985.   The  Inland  Fishes  of  New  York  State.   The  New  York 
State  Department  of  Environmental  Conservation,  Albany.   xii  +  522  p. 


80 


MICROTOX' 


SECTION 


PAGE 


3.0     BIOLOGICAL  FIELD  AND  LABORATORY  METHODS 


3.6    Microtox™  Analysis 


3.6.1   Definition 


3.6.2  Objectives 

3.6.3  Field  Sampling 
Qualitative 
Quantitative 

Sample  Container  Preparation 
Sample  Collection  and  Handling 

3.6.4  Laboratory  Analysis 

Laboratory  Equipment  and  Related  Supplies 

3.6.5  Quality  Assurance 

3.6.6  Field  Equipment  and  Supply  List 

3.6.7  Interpretation  and  Reporting  of  Microtox™  Results 
Test  Description 

Data  Interpretations 

Microtox™  Results  Reporting  Form 

3.6.8  Microtox™  Sediment  Toxicity  Testing 
Laboratory  Equipment  and  Related  Supplies 

3.6.9  References 


82 
82 
82 
82 
82 
82 
82 
83 
83 
83 
83 
84 
85 
85 
85 
86 
87 
87 
88 


81 


3.6     MICROTOX™  ANALYSIS 

3.6.1  DEFINITION:   The  Microtox™  toxicity  analyzer  uses  a  lyophilized  (freeze- 
dried)  marine  bioluminescent  bacterium  (Photobacterium  phosphoreum) 
which,  upon  reconstitution,  emits  a  fairly  constant  level  of  light. 
Upon  exposure  to  a  toxicant,  the  level  of  bioluminescence  is  diminished 
in  direct  proportion  to  the  toxicant  concentration. 

3.6.2  OBJECTIVES: 

1.  To  assess  the  effectiveness  of  the  Commonwealth's  municipally-owned 
and  industrial  wastewater  treatment  plants  in  eliminating  or  pre- 
venting aquatic  toxicity; 

2.  to  selectively  screen  water  and  sediment  samples  prior  to  per- 
forming more  expensive  and  time-consuming  conventional  toxicity 
tests ; 

3.  to  determine  the  toxicity  of  known  toxicants  using  laboratory- 
prepared  solutions  of  known  concentrations;  and 

4.  to  compare  Microtox™  test  results  with  results  from  other  toxicity 
tests. 


3.6.3    FIELD  SAMPLING 

Qualitative 

Because  the  Microtox"1  system  is  designed  as  a  quantitative  test, 
qualitative  results  cannot  be  determined. 

Quantitative 

Based  on  the  objectives  of  the  study  and  an  understanding  of  the  short- 
and  long-terra  operations  and  schedules  of  the  discharger,  either  grab  • 
or  composite-type  samples  are  collected  for  testing.   If  the  suspected 
toxicity  of  the  source  is  variable,  grab  samples  collected  during  peaks 
of  toxicity  provide  a  measure  of  maximum  impact.   The  compositing 
technique  has  an  averaging  effect,  which  tends  to  dilute  toxicity  peaks, 
and  may  provide  misleading  results  when  testing  for  acute  toxicity. 
Composite  samples,  therefore,  are  more  appropriate  for  chronic  toxicity 
tests  where  peak  toxicity  of  short  duration  is  of  less  concern. 

Sample  Container  Preparation 

The  450  ml  borosilicate-type  glass  containers  are  prepared  according  to 
the  methods  described  in  the  United  States  Environmental  Protection 
Agency's  Handbook  for  Sampling  and  Sample  Preservation  of  Water  and 
Wastewaters  (See:  "References"),  unless  the  containers  are  previously 
unused. 


82 


MICROTOX' 


Sample  Collection  and  Handling 

Sample  containers  are  rinsed  once  with  sample  water  prior  to  collection. 
An  effort  is  made  to  fill  the  sample  container  to  near  capacity,  with 
little  or  no  air  space.   After  the  container  is  filled  with  the  sample, 
a  pH  reading  is  taken  by  the  collector  with  an  Orion  Model  201  field  pH 
meter.   Plastic  wrap  is  placed  under  the  container  cap  and  the  sample  is 
put  on  ice  for  transport  back  to  the  Microtox™  laboratory. 

Upon  arrival  at  the  Microtox™  laboratory,  the  sample  is  either  (1) 
tested  or  (2)  refrigerated  until  the  following  day  and  then  tested.   The 
maximum  holding  time  for  a  sample  after  collection  is  24  hours. 

3.6.4  LABORATORY  ANALYSIS 

The  basic  procedure  for  the  Microtox™  system  employs  duplicates  of  a 
non-toxic  control  and-  four  serial  dilutions  of  the  sample.  The  mean 
response  of  the  duplicate  control  is  used  to  normalize  the  duplicate 
responses  of  the  four  test  concentrations  of  sample  when  the  test 
results  are  reduced.  Detailed  operating  procedures  for  using  the 
Microtox™  Analyzer  are  found  in  the  Microtox  System  Operating  Manual 
(see:  "References"). 

Laboratory  Equipment  and  Related  Supplies 

1.  Beckman  Microtox™  model  2055  toxicity  analyzer 

2.  strip  chart  recorder,  chart  paper 

3.  Microtox™  reagent  ( lyophilized) 

4.  Microtox™  reagent  diluent 

5.  Microtox™  reconstruction  solution 

6.  Microtox™  osmotic  adjusting  solution 

7.  cuvettes,  glass,  disposable  [11.75  mm  x  50  mm  in  size] 

8.  recorder  pen,  black 

9.  Eppendorf  10  ul  pipet,  micropipette  tips  1-100  ul 

10.  Eppendorf  500  ul  pipet,  micropipette  tips  101-1000  yl 

11.  parafilm,  kimwipes 

12.  disposable  gloves 

3.6.5  QUALITY  ASSURANCE 

Every  tenth  sample  is  tested  in  duplicate  to  check  consistency  and 
reproducability  of  results. 


83 


3.6.6   FIELD  EQUIPMENT  AND  SUPPLY  LIST 

Collecting  and  Sampling  Gear 

'■~\   450  ml  borosilicate  type  glass  containers  with  caps 

^J  Orion  model  201  field  pH  meter 

I  rubber  gloves 

Miscellaneous  Items 
i_J  tags,  labels,  elastics 
_J  pencils,  pens 
[  plastic  wrap 

first  aid  kit 

[  cooler,  ice 


84 


MICROTOX' 


3.6.7   INTERPRETATION  AND  REPORTING  OF  MICROTOX  RESULTS 
Test  Description 

Microtox™  is  the  trade  name  for  a  particular  acute  toxicity  test.   The  test  is 
used  as  a  toxics  screening  tool  in  addition  to  other,  more  traditional,  methods 
of  analysis. 

The  Microtox™  analyzer  uses  freeze-dried  luminescent  bacteria  as  its  test 
organisms.   When  re-hydrated,  these  bacteria  emit  light.   To  test  a  water  sample 
for  toxicity  using  Microtox™,  an  analyst  prepares  a  series  of  dilutions  of  the 
sample  and  adds  re-hydrated  bacteria  to  these.   The  light  intensity  of  each 
sample  dilution  is  measured  at  preselected  time  intervals  over  a  30-minute 
period  and  compared  with  that  of  a  control  (bacteria  only).   It  is  assumed  that 
changes  in  light  intensity  are  due  to  toxicant  interference  with  the  biochemical 
reaction  that  produces  light.   Toxicity  is  then  measured  as  the  percent  decrease 
in  light  intensity  of  each  of  the  sample  dilutions  compared  with  that  of  the 
control. 

Data  Interpretations 

The  most  commonly  used  result  from  these  tests  is  the  30-minute  EC5Q.   This  is 
defined  as  the  sample  Concentration  causing  a  50%  reduction  in  the  measured 
Effect  (light  production)  over  a  30-minute  time  period.   The  relationship  of  the 
EC5Q  to  toxicity  is  an  inverse  one;  i.e.,  the  lower  the  EC50,  the  greater  the 
toxicity  of  the  sample. 

A  useful  conversion  of  the  ECcq  is  the  Toxic  Unit.   This  is  simply  the  inverse 
of  the  EC5Q  multiplied  by  a  factor  of  100: 

Toxic  Units  =     100 


EC50  (%) 

Toxic  Units  approximate  the  amount  of  dilution  a  sample  must  undergo  so  as  not 
to  induce  a  toxic  response  in  the  test  organisms  (the  Microtox™  bacteria). 
As  Toxic  Units  increase,  so  does  the  relative  toxic  strength  of  a  sample.   The 
relationship  of  EC5q's,  Toxic  Units,  and  toxicity  are  demonstrated  below: 

EC50  (>0  Toxic  Units  Toxicity 

0.5  200  High 

1.0  100 

10.0  10 

100.0  1  Low 

Samples  not  toxic  enough  to  produce  a  full  50%  decrease  in  light  over  the  time 
allotted  for  the  test  may  still  be  toxic  enough  to  produce  a  response  in  the 
test.   The  EC20  and  E^10  (3ample  concentrations  causing  a  20%  and  10%  reduction 
in  light  intensity  respectively)  are  reported  in  order  to  give  the  regulator  an 
idea  of  incipient  toxicity  -  sample  dilutions  which  induce  a  small,  but 
measurable  response  in  the  test. 


85 


MASSACHUSETTS  DIVISION  OF  WATER  POLLUTION  CONTROL 
TECHNICAL  SERVICES  BRANCH 

MICROTOX™  RESULTS  REPORTING  FORM 

SAMPLES  TESTED 


LOG  # 

SITE 

SAMPLE  TYPE 

DATE  COLLECTED 

DATE  TESTED 

COLLECTOR 

FIELD  pH 

LAB  pH 

HARDNESS 

SPEC.  COND. 

LOG  # 


5  MIN. 


MICROTOX™  RESULTS 


15  MIN. 


30  MIN. 


EC10 

EC20 

EC50 

TOXIC 
UNITS 
(T.U.) 

NOTE:   RESULTS  GIVEN  AS  %  VOLUME  OF  SAMPLE 

86 


MICROTOX' 


Results  of  the  Microtox™  test  are  also  reported  for  three  different  periods 
of  exposure:   5-minute,  15-minute,  and  30-minute.   A  decrease  in  the  EC5Q  over 
time  (increase  in  Toxic  Units)  usually  indicates  the  presence  of  persistent 
toxicants  (e.g.,  metals)  in  the  sample.   An  increase  in  the  EC50  over  time 
(decrease  in  Toxic  Units)  suggests  that  non-persistent  toxics  (e.g.,  volatile, 
biodegradables ,  photo  or  hydrolyzible  material)  are  present  at  time  of  sampling, 

3.6.8  MICROTOX"  SEDIMENT  TOXICITY  TESTING 

The  Microtox™  bioassay  can  also  be  used  to  determine  the  toxicity  of  the  water 
soluble  fraction  (WSF)  of  sediment  samples.   Detailed  sample  preparation  proce- 
dures are  found  in  the  U.S.  Environmental  Protection  Agency's  draft  Permit 
Guidance  Manual  on  Hazardous  Waste  Low  Treatment  Demonstrations  (See: 
"References") . 

Laboratory  Equipment  and  Related  Supplies 

1.  Eberbach  shaker  table  -  small  tabletop  model  with  carrying  tray 

2.  IEC  high  speed  centrifuge  model  HN 

3.  Mettler  balance 

4.  Dessicator 

5.  Drying  oven 

6.  Evaporating  dishes 

7.  Fleaker  beakers 

8.  Centrifuge  tubes 

9.  Graduated  cylinders 
10.  Tongs 


87 


3.6.9   REFERENCES 


1.  Beckman,  Inc.   1980.   Microtox™  Model  2055  Toxicity  Analyzer  System. 
Bulletin  6984.   Beckman  Instruments,  Inc.,  Carlsbad,  CA.   8  p. 

2.  Beckman,  Inc.   1982a.   Microtox™  Application  Notes  No.  M304:  Toxicity 
Testing  of  Complex  Effluents.   Beckman  Instruments,  Inc.,  Carlsbad,  CA. 
2  p. 

3.  Beckman,  Inc.   1982b.   Microtox™  System  Operating  Manual.   Beckman 
Instruments,  Inc.,  Carlsbad,  CA.   59  p. 

4.  Fitzgerald,  F.X.   1985.   Unpublished  Microtox™  Program  Notebook. 
Massachusetts  Division  of  Water  Pollution  Control,  Technical  Services 
Branch,  Westborough,  MA.   (Unpaginated) . 

5.  Peltier,  W.H.  and  C.I.  Weber.   1985.   Methods  for  Measuring  the  Acute 
Toxicity  of  Effluents  to  Freshwater  and  Marine  Organisms.   EPA/600/4-85- 
013.   United  States  Environmental  Protection  Agency,  Environmental 
Monitoring  and  Support  Laboratory,  Cincinnati,  Ohio.   xvi  +  216  p. 

6.  Sheehan,  K.C.,  K.E.  Sellers,  and  N.M.  Ram.   1984.   Establishment  of  a 
Microtox™  Laboratory  and  Presentation  of  Several  Case  Studies  Using 
Microtox™  Data.   Env.  Eng.  Report  No.  77-83-8.   University  of 
Massachusetts,  Department  of  Civil  Engineering,  Amherst,  MA.   viii  +  76  p 

7.  United  States  Environmental  Protection  Agency.   1982.   Handbook  for 
Sampling  and  Sample  Preservation  of  Water  and  Wastewater.   EPA-600/4-28- 
029.   U.S.  Environmental  Protection  Agency,  Environmental  Monitoring  and 
Support  Laboratory,  Cincinnati,  Ohio.   xii  +  402  p. 

8.  United  States  Environmental  Protection  Agency.   1984.   Permit  Guidance 
Manual  on  Hazardous  Waste  Land  Treatment  Demonstrations.   Draft  EPA-530- 
SW-84-015.   U.S.  Environmental  Protection  Agency,  Office  of  Solid  Waste 
and  Emergency  Response,  Washington,  D.C.   xiii  +  123  p. 


88 


CHLOROPHYLL 


SECTION 


PAGE 


3.0     BIOLOGICAL  FIELD  AND  LABORATORY  METHODS 


3.7  Chlorophyll  Analysis 

3.7.1  Definition 

3.7.2  Equipment  Needs 

3.7.3  Log-In  Procedure 

3.7.4  Sample  Preparation 

3.7.5  Analytical  Procedure 

Calculation  of  Chlorophyll  Concentrations 

3.7.6  Instrument  Calibration 

3.7.7  References 


90 
90 
90 
91 
91 
92 
93 
94 
95 


89 


3.7 


CHLOROPHYLL  ANALYSIS 


3.7.1  DEFINITION:   Chlorophyll  is  a  pigment  found  in  plants  that  allows  the 
organism  to  use  radiant  energy  for  converting  carbon  dioxide  into 
organic  compounds  in  a  process  called  photosynthesis.   Several  types  of 
chlorophylls  exist  and  these  and  other  pigments  are  used  to  characterize 
algae.   One  type,  chlorophyll  a,  is  measured  for  it  is  found  in  all 
algae.   A  knowledge  of  chlorophyll  a   concentrations  provides  qualitative 
and  quantitative  estimations  of  phytoplanktonic  and  periphytic  biomasses 
for  comparative  assessments  of  geographical,  spacial  and  temporal 
variations. 

3.7.2  EQUIPMENT  NEEDS 

1.  Fluorometer  -  either  Turner  111  or  the  Turner  Design  10-005-R 
field  fluorometer  is  used.   They  must  be  equipped  with  blue  lamp 
F4T5. 

Corning  filter  -  5-60-excitation 
Corning  filter  -  2-64-emission 
Photomultiplier 

2.  Tissue  grinder  and  tube  -  Thomas  Tissue  Grinder 

3.  Side  arm  vacuum  flask  and  pump 

4.  Millipore  filter  holder 

5.  Glass  fiber  filter:   Reeve  angel,  grade  934H,  2.1  cm 

6.  Centrifuge  (Fisher  Scientific  Safety  Centrifuge) 

7.  15  ml  graduated  conical  end  centrifuge  tubes  with  rubber  stoppers 

8.  90%  aqueous  acetone 

9.  IN  HCL 

10.  Saturated  magnesium  solution  in  distilled  water 

11.  Test  tube  racks 


12.   Borosilicate  cuvettes  - 


Turner  111  -  3"  cuvettes 
Turner  Design  -  8"  cuvettes 


13.   Aluminum  foil 


14.   Test  tube  brushes  -  conical  end 


15.   Parafilm 


90 


CHLOROPHYLL 


3.7.3  LOG-IN  PROCEDURE 

As  samples  are  received  they  are  logged  in  and  assigned  a  number.   The 
samples  can  be  frozen  for  further  analysis,  or  the  filter  ground  up  for 
analysis  the  following  day. 

3.7.4  SAMPLE  PREPARATION 

Samples  are  generally  processed  as  soon  as  they  come  into  the  labora- 
tory, unless  there  are  extenuating  circumstances,  such  as  faulty 
equipment  and/or  time  constraints.   Samples  not  to  be  analyzed  within 
24  hours  are  frozen  for  future  analysis. 

The  procedure  for  freezing  samples  follows: 

1)  Label  a  2-inch  Whatman  petri  dish  with  the  sample  number  using  an 
indelible  pen. 

2)  Using  tweezers,  take  a  2.1  cm  Reeve  Angel,  grade  934AH,  glass  fiber 
filter  and  place  it  on  the  Millipore  filtering  flask  screen.   Do 
not  touch  the  filter.   Attach  the  glass  tube  to  the  filter  flask 
with  the  metal  clamp. 

3)  Shake  the  sample  well. 

'  4)   Measure  out  50  mis  of  sample  or  less.   If  an  amount  other  than  50 
mis  is  used  it  should  be  recorded  in  the  chlorophyll  data  book. 

5)  Pour  the  measured  sample  into  the  filter  tube  and  turn  on  the 
vacuum.   The  sample  should  pass  quickly  through  the  glass  fiber 
filter;  therefore  more  of  the  sample  should  be  added.   If  the 
sample  is  not  filtering  through  -  either  because  too  much  sediment 
is  present  or  the  algal  concentration  is  too  high  -  then  less  than 
50  mis  can  be  filtered.   A  notation  is  made  in  the  chlorophyll 
data  book  which  lists  the  amount  that  was  filtered. 

6)  Unclamp  the  filter  holder  and  with  tweezers  transfer  the  filter  to 
the  previously  marked  petri  dish. 

7)  Cover  the  petri  dish  and  wrap  it  in  aluminum  foil  to  keep  out  the 
light.  The  petri  dish  with  the  glass  fiber  filter  is  then  stored 
in  the  freezer. 

8)  Return  the  sample  bottle  to  the  refrigerator  if  algal  counts  or 
identifications  are  requested. 

9)  Rinse  the  graduated  cylinder  and  filter  holder  in  distilled  water. 


91 


3.7.5    ANALYTICAL  PROCEDURE 

1)  Follow  steps  2-6  under  "Sample  Preparation." 

2)  Filter  50  ml  (or  less  if  necessary)  of  sample  through  a  glass  fiber 
filter  under  vacuum. 

3)  Push  the  filter  to  the  bottom  of  tissue  grinding  tube. 

4)  Add  about  3  ml  of  90%  acetone  and  0.2  ml  of  the  MgC03  solution. 

5)  Grind  contents  for  3  minutes. 

6)  The  contents  of  the  grinding  tube  are  carefully  washed  into  a  15  ml 
graduated  centrifuge  tube. 

7)  Bring  the  sample  volume  to  10  ml  with  90%  acetone. 

8)  Test  tubes  are  wrapped  with  aluminum  foil  and  stored  in  the 
refrigerator  for  24  hours. 

9)  Test  tubes  are  taken  out  of  the  refrigerator  and  put  into  the 
centrifuge. 

10)  Test  tubes  are  then  centrifuged  for  20  minutes  and  the  supernatant 
decanted  immediately  into  stoppered  test  tubes. 

11)  Tubes  are  allowed  to  come  to  room  temperature.   The  temperature  is 
recorded  and  the  samples  are  poured  into  a  cuvette  (3"  for  Turner 
111  and  8"  for  Turner  Design). 

12)  The  Turner  111  requires  a  warm-up  period  of  at  least  one-half  hour, 
while  the  Turner  Design  10-005-R  does  not  require  a  warm-up  period. 

13)  With  Turner  111,  use  a  blank  of  90%  aqueous  solution  of  acetone  to 
zero  the  instrument.   Open  the  front  door  of  the  fluorometer  and 
put  in  the  cuvette  containing  the  90%  acetone  and  close  the  door. 
Press  the  start  switch.   The  dial  should  move  back  to  0;  adjust- 
ments can  be  made  with  the  calibration  knob.   This  process  should 
be  repeated  as  often  as  necessary,  i.e.,  if  the  blank  is  not 
staying  on  zero;  but  no  alteration  should  be  made  until  a  series 
of  samples  is  completed. 

14)  The  Turner  Design  must  also  be  zeroed  to  an  acetone  blank.   The 
sample  holder  is  located  at  the  top  of  the  Turner  Design  field 
fluorometer  and  should  be  recovered  with  the  black  cap  after  the 
sample  is  put  in  it. 

15)  Readings  for  both  the  Turner  111  and  the  Turner  Design  should  be 
within  20-80%  of  the  scale.   This  can  be  achieved  by  either 
reducing  or  increasing  the  opening  to  the  lamp  by  moving  the  knob 
on  the  right  front  of  the  Turner  111  fluorometer.   The  sensitivity 
levels  are  lx,  3x,  lOx,  and  30x.   The  sensitivity  level  must  be 
recorded  in  the  chlorophyll  data  book  in  addition  to  whether  the 
high  intensity  or  regular  door  was  used.   After  the  first  reading, 
2  drops  of  2N  HCl  is  added  to  the  cuvette.   A  piece  of  parafilm  is 
used  to  cover  the  cuvette  which  is  then  inverted  four  times  to  mix 
the  sample  thoroughly.   The  sample  is  re-read  and  the  new  value 
recorded. 

92 


CHLOROPHYLL 


16)    The  procedure  for  the  Turner  Design  field  fluorometer  is  basically 
the  same  as  for  the  Turner  111.   The  sample  is  put  into  the  cuvette 
holder  and  the  manual  switch  used  to  go  from  one  sensitivity  level 
to  the  next  without  opening  the  door.   A  reading  of  between  20-80% 
is  still  required  for  accuracy.   Readings  are  taken  before  and 
after  acid  is  added  to  the  sample.   The  level  of  sensitivity  (lx, 
3x,  6x,  lOx,  31. 6x)  must  be  recorded  in  the  chlorophyll  data  book, 
as  well  as  whether  the  levels  were  set  at  1  or  100. 


Calculation  of  Chlorophyll  Concentrations 

Chlorophyll  concentrations  are  determined  by  using  the  following 
formulas : 


chlorophyll  (ug/1)  =  Fs  ££_     (Rb-RA) 

rs-1 


pheophytin  (ug/1)  =  Fs   ££_     (rsRa-Rb) 

rs-1 

where, 

Fs  =  conversion  factor  for  sensitivity  level  "s" 

rs  =  before  and  after  acidification  ratio  of  sensitivity  level  "s" 

Rb  =  fluorometer  reading  before  acidification 

Ra  =  fluorometer  reading  after  acidification 

A  computer  program  is  used  to  calculate  the  chlorophyll  concentrations 
for  samples  run  on  the  Turner  Design  fluorometer.   This  program  requires 
the  investigator  to  type  in  the  sensitivity  level  and  the  difference 
between  the  before  and  after  acidification  values. 

During  the  summer  of  1986  personnel  of  the  Technical  Services  Branch 
(TSB)  conducted  a  laboratory  experiment  with  a  Turner  Design  Fluorometer 
in  order  to  determine  the  effect  of  pheophytin  b  on  freshwater  chloro- 
phyll a  readings.   Pheophytin  b_  is  the  degradation  product  of 
chlorophyll  b_  which  is  the  primary  pigment  of  green  algae.   The  Turner 
Design  instrument  measures  the  fluorescence  of  chlorophyll  a  as  well  as 
that  of  pheophytin  a  and  b.   Chlorophyll  b  is  not  read  at  the  same 
frequency  as  chlorophyll  a.   The  emission  filter  used  at  the  TSB 
(Corning  C/S  2-64)  partially  rejects  pheophytin  b^  (See:  "References'1 
-  Turner  Designs,  1981).   It  was  found  and  recorded  in  various 
unpublished  memoranda  (See  "References")  that  unless  a  sample  had  ele- 
vated counts  of  green  algae  the  readings  obtained  prior  to  acidification 
and  90  seconds  thereafter  would  give  a  reliable  estimate  of  the  concen- 
tration of  chlorophyll  a  in  an  algal  sample.   In  cases  with  elevated 
counts  of  green  algae  an  annotation  should  be  made  alongside  the 
chlorophyll  a  concentration  stating  that  the  concentration  may  reflect 
the  presence  of  chlorophyll  b  and  is  probably  lower  than  as  recorded. 
As  a  result  of  this  investigation,  the  TSB  now  presents  chlorophyll  data 
as  chlorophyll  a  in  rag/m->. 


93 


3.7.6    INSTRUMENT  CALIBRATION 

Fluorometers  are  calibrated  using  chlorophyll  samples  provided  by  the 
United  States  Environmental  Protection  Agency.   Calibrations  are 
performed  at  the  start  of  every  field  season  and  redone  if  any  changes 
are  made  to  the  fluorometer  such  as  changing  the  light  bulb. 

Samples  for  chlorophyll  analysis  are  periodically  split  with  another 
laboratory  or  run  on  two  separate  fluorometers. 


94 


CHLOROPHYLL 


3.7.7   REFERENCES 


1.  •   Beskenis,  J.L.   1984.   CHLA  Program  (Unpublished).   Massachusetts 

Division  of  Water  Pollution  Control,  Westborough.   (Unpaginated) . 

2.  Beskenis,  J.L.   1985.   CHLORA  Program  (Unpublished).   Massachusetts 
Division  of  Water  Pollution  Control,  Westborough.   (Unpaginated). 

3.  Beskenis,  J.L.   1986.   CHL086  Program  (Unpublished).   Massachusetts 
Division  of  Water  Pollution  Control,  Westborough.   (Unpaginated). 

4.  Greenberg,  A.E.,  R.R.  Trussell,  L.S.  Clesceri,  and  M.H.  Franson,  (eds.). 
1985.   Standard  Methods  for  the  Examination  of  Water  and  Wastewater. 
American  Public  Health  Association,  Washington,  D.C.   xlix  +  1268  p. 

5.  Kimball,  W.A.   1976.   Procedure  for  Chlorophyll  Analysis  (Unpublished). 
Massachusetts  Division  of  Water  Pollution  Control,  Westborough. 
(Unpaginated) . 

6.  Ryan,  K.M.   1986.   Preliminary  Study  on  Chlorophyll  Analysis  (Unpublished 
memorandum  dated  July  7,  1986.)   Massachusetts  Division  of  Water 
Pollution  Control,  Westborough.   (Unpaginated). 

7.  Ryan,  K.M.   1986.   Study  on  Chlorophyll  Analysis  (Unpublished  memorandum 
dated  August  25,  1986).   Massachusetts  Division  of  Water  Pollution 
Control,  Westborough.   (Unpaginated). 

8.  Turner  Designs.   1976.   Operating  and  Service  Manual  (Model  10  Series 
f luorometers) .   Mountain  View,  CA.   ii  +  35  p. 

9.  Turner  Designs.   1981.   Fluorometric  Facts  -  Chlorophyll  and  Pheophytin 
(Bulletin  101).   Mountain  View,  CA.   12  p. 

10.  Vollenweider ,  R.A. ,  (ed.).   1974.   A  Manual  on  Methods  for  Measuring 
Primary  Production  in  Aquatic  Environments.   IBP  Handbook  No.  12. 
Blackwell  Scientific  Publications,  Oxford,  England.   xviii  +  225  p. 

11.  Weber,  C.I.,  (ed.).   1973.   Biological  Field  and  Laboratory  Methods  for 
Measuring  the  Quality  of  Surface  Waters  and  Effluents.   EPA-670/4-73-001 . 
United  States  Environmental  Protection  Agency,  National  Environmental 
Research  Center,  Cincinnati,  Ohio.   xii  +  146  p.  +  appendices. 


95 


4.0      QUALITY   ASSURANCE 


96 


QUALITY  ASSURANCE 


SECTION 


4.0  QUALITY  ASSURANCE 

4.1  Purpose  and  Scope 

4.2  Intralaboratory  Quality  Assurance 

4.3  Interlaboratory  Quality  Assurance 


4.4  References 


PAGE 

98 

98 

98 

99 
100 


97 


4.0  QUALITY  ASSURANCE 

4.1  PURPOSE  AND  SCOPE 

A  quality  assurance  program  has  been  put  in  place  to  validate  both  the 
reliability  of  field  and  laboratory  techniques  and  the  integrity  of  the 
biotnonitoring  data.   An  essential  element  of  this  program  is  the 
development  of  standardized  field  and  laboratory  methodologies  as  out- 
lined in  this  manual  of  operating  procedures.   Standard  methods  allow 
for  the  determination  of  the  accuracy,  precision,  and  variability  of 
biomonitoring  data. 

Although  details  pertaining  to  the  quality  assurance  program  have 
already  been  presented  for  individual  biomonitoring  program  elements, 
major  components  of  the  program  that  are  applicable  to  most  biomonitor- 
ing activities  are  summarized  in  this  section. 

4.2  INTRALABORATORY  QUALITY  ASSURANCE 

1)  A  staff  of  adequately  trained  aquatic  biologists  is  maintained; 
each  with  knowledge  of  the  taxonomy  and  pollution  ecology  of  one 
or  more  freshwater  communities .   These  include  bacteria,  algae, 
macrophyton,  aquatic  macroinvertebrates ,  and  fish. 

2)  Collecting  gear  such  as  nets,  sieves,  and  grab  samplers  are 
inspected  and  maintained  frequently. 

3)  Field  and  laboratory  equipment  such  as  pH  and  dissolved  oxygen 
meters,  microscopes,  and  fluorometers  are  maintained  and  calibrated 
on  a  routine  basis. 

4)  Field  studies  are  carefully  planned  in  advance  to  insure  that 
appropriate  sites  are  sampled  and  that  the  proper  number  of  samples 
are  obtained  to  meet  survey  goals  and  objectives. 

5)  All  samples  are  clearly  labeled  at  the  time  of  collection,  recorded 
in  hard-bound  log  books,  and  tracked  in  a  step-wise  fashion 
throughout  their  processing  in  the  laboratory. 

6)  A  reference  library  is  maintained  which  includes  up-to-date  identi- 
fication manuals  and  keys  and  both  benchmark  and  recent  literature 
on  all  aspects  of  water  pollution  and  its  impact  on  aquatic  life. 

7)  A  reference  specimen  collection  is  maintained  for  confirming  the 
proper  identification  of  aquatic  invertebrates.   Similar 
collections  for  other  communities  (e.g.,  fish)  are  under  develop- 
ment.  In  addition,  many  reference  specimens  and  other  organisms 
of  interest  are  photographed  and  added  to  an  extensive  collection 
of  slides  to  be  used  as  taxonomic  aids  and  for  training  purposes. 


98 


QUALITY  ASSURANCE 


8)  Aquatic  macroinvertebrate,  algae,  chlorophyll,  and  Microtox™  data 
are  input  to  computerized  data  storage  and  retrieval  systems 
insofar  as  is  allowed  by  time  and  personnel  constraints.   All  data 
sets  are  carefully  proofread  and  edited  during  this  process.   A 
similar  system  is  proposed  for  the  storage  of  data  generated  by  the 
fish  sampling  program. 

9)  All  reporting  elements  receive  peer  and/or  supervisory  review  and 
numerical  analyses  are  checked  for  mathematical  errors. 


4.3      INTERLABORATORY  QUALITY  ASSURANCE 

1)  Reference  samples  containing  known  chlorophyll  a  concentrations, 
predetermined  phytoplankton  counts,  or  known  invertebrate  taxa  are 
routinely  provided  to  the  biomonitoring  staff  by  the  United  States 
Environmental  Protection  Agency  (U.S.  EPA)  for  instrumentation 
calibration  and  evaluation  of  laboratory  performance. 

2)  Occasionally  biological  surveys  are  conducted  simultaneously  with 
the  USEPA  or  other  state  agencies  to  compare  field  and  laboratory 
methods  and  to  determine  interlaboratory  variability  of  results. 

3)  Specimens  that  present  particular  problems  with  their  identifica- 
tion are  often  sent  to  expert  taxonomists  for  confirmation.   A 
separate  log  book  is  used  to  record  -the  date  and • to  whom  specimens 
are  sent,  and,  ultimately,  the  date  and  details  pertaining  to  the 
taxonomists1  responses. 


99 


4.4   REFERENCES 


1.  Crim,  R.L.,  (ed.).   1975.   Model  State  Water  Monitoring  Program. 
EPA-440/9-74-002.   United  States  Environmental  Protection  Agency,  Office 
of  Water  and  Hazardous  Materials,  Washington,  D.C.   viii  +  58  p. 

2.  Greenberg,  A.E.,  R.R.  Trussell,  L.S.  Clesceri,  and  M.H.  Franson,  (eds). 
Standard  Methods  for  the  Examination  of  Water  and  Wastewater.  American 
Public  Health  Association,  Washington.   xlix  +  1268  p. 

3.  United  States  Environmental  Protection  Agency.   1972.   Handbook  for 
Analytical  Quality  Control  in  Water  and  Wastewater  Laboratories.  Analytical 
Quality  Control  Laboratory,  Cincinnati,  Ohio,   xii  +  99  p. 

4.  U.S.  Environmental  Protection  Agency.   1982.   Handbook  for  Sampling  and 
Sample  Preservation  of  Water  and  Wastewater.   EPA-600/4-82-029 
Environmental  Monitoring  and  Support  Laboratory,  Cincinnati.   xii  + 
402  p. 

5.  Weber,  C.I.,  (ed.).   1973.   Biological  Field  and  Laboratory  Methods  for 
Measuring  the  Quality  of  Surface  Waters  and  Effluents.   EPA-670/4-73-001 . 
U.S.  EPA,  National  Environmental  Research  Center,  Cincinnati.   xii  + 

146  p.  +  appendices.. 


100 


5.0   GENERAL  BIOLOGICAL  FIELD  AND  LABORATORY  REFERENCES 


! 


101 


5.0   REFERENCES 

1.  Anderson,  R.M.   1965.   Methods  of  Collecting  and  Preserving  Vertebrate 
Animals.   National  Museum  of  Canada  Bulletin  No.  69.   Supply  and  Services 
Canada,  Ottawa,   viii  +  199  p. 

2.  Bagenal,  T.,  (ed.).   1978.   Methods  for  Assessment  of  Fish  Production  in 
Fresh  Waters.   IBP  Handbook  No.  3.   Blackwell  Scientific  Publications, 
Oxford,  England,   xvi  +  365  p. 

3.  Bordner,  R.  and  J.  Winter,  (eds.).   1978.   Microbiological  Methods  for 
Monitoring  the  Environment.   EPA-600/8-78-017.   United  States  Environmental 
Protection  Agency,  Environmental  Monitoring  and  Support  Laboratory, 
Cincinnati,  Ohio.   xvi  +  338  p. 

4.  Cairns,  J.,  Jr.  and  K.L.  Dickson,  (eds.).   1973.   Biological  Methods  for 
the  Assessment  of  Water  Quality  -  A  Symposium  Presented  at  the  Seventy- 
fifth  Annual  Meeting  of  American  Society  for  Testing  and  Materials.   ASTM 
Special  Technical  Publication  528.   ASTM,  Philadelphia,  Pennsylvania, 
viii  +  256  p. 

5.  Cairns,  J.,  Jr.,  (ed.).   1982.   Artificial  Substrates.   Ann  Arbor  Science 
Publishers,  Inc.,  Ann  Arbor,  Michigan.   xiv  +  279  p. 

6.  Crim,  R.L.,  (ed.).   1975.   Model  State  Water  Monitoring  Program.   EPA-440/ 
9-74-002.   U.S.  EPA,  Office  of  Water  and  Hazardous  Materials,  Washington, 
D.C.  viii  +  58  p. 

7.  Edmondson,  W.T.  and  G.G.  Winberg,  (eds.).   1971.   A  Manual  on  Methods  for 
the  Assessment  of  Secondary  Productivity  in  Fresh  Waters.   IBP  Handbook 
No.  17.   Blackwell  Scientific  Publications,  Oxford.   xxiv  +  358  p. 

8.  Forsberg,  C.   1959.   Quantitative  Sampling  of  Subaquatic  Vegetation.   Oikos 
10(2):233-240.  ~ 

9.  Gonor,  J.J.  and  P.F.  Kemp.   1978.   Procedures  for  Quantitative  Ecological 
Assessments  in  Intertidal  Environments.   EPA-600/3-78-087.   U.S.  EPA, 
Environmental  Research  Laboratory,  Corvallis,  Oregon.   viii  +  104  p. 

10.  Green,  R.H.   1979.   Sampling  Design  and  Statistical  Methods  for  Environ- 
mental Biologists.   John  Wiley  and  Sons,  New  York.   xiv  +  257  p. 

11.  Greenberg,  A.E.,  R.R.  Trussell,  L.S.  Clesceri,  and  M.H.  Franson,  (eds.). 
1985.   Standard  Methods  for  the  Examination  of  Water  and  Wastewater. 
American  Public  Health  Association,  Washington,  D.C.   xlix  +  1268  p. 

12.  Holme,  N.A.  and  A.D.  Mclntyre,  (eds.).   1971.   Methods  for  the  Study  of 
Marine  Benthos.   IBP  Handbook  No.  16.   Blackwell  Scientific  Publications, 
Oxford.   xii  +  334  p. 

13.  Keup,  L.E.,  W.M.  Ingram,  and  K.M.  MacKenthun,  (eds.).   1967.   Biology  of 
Water  Pollution  -  A  Collection  of  Selected  Papers  on  Stream  Pollution, 
Waste  Water,  and  Water  Treatment.   United  States  Department  of  the 
Interior,  Federal  Water  Pollution  Control  Administration,  Cincinnati, 

ii  +  290  p. 


102 


14.  Kittrell,  F.W.   1969.   A  Practical  Guide  to  Water  Quality  Studies  of 
Streams.   U.S.  Department  of  the  Interior,  Federal  Water  Pollution  Control 
Administration,  Washington,  D.C.   xii  +  135  p. 

15.  Knudsen,  J.W.   1966.   Collecting  and  Preserving  Plants  and  Animals.   Harper 
and  Row,  Publishers,  New  York.   x  +  320  p. 

16.  Lind,  O.T.   1974.   Handbook  of  Common  Methods  in  Limnology.   C.V.   Mosby 
Company,  St.  Louis,  Missouri.   viii  +  154  p. 

17.  MacKenthun,  K.M.   1969.   The  Practice  of  Water  Pollution  Biology.   U.S. 
Department  of  the  Interior,  Federal  Water  Pollution  Control  Administration, 
Washington,  D.C.   xii  +  281  p. 

18.  McCauley,  V.J.E.   1975.   Two  New  Quantitative  Samplers  for  Aquatic 
Phytomacrofauna.   Hydrobiologia  47(l):81-89. 

19.  Schwoerbel,  J.   1970.   Methods  of  Hydrobiology  (Freshwater  Biology). 
Pergamon  Press,  Inc.,  Elmsford,  New  York.   x  +  200  p. 

20.  Slack,  K.V.,  R.C.  Averett,  P.E.  Greeson,  and  R.G.  Lipscomb.   1973.   Methods 
for  Collection  and  Analysis  of  Aquatic  Biological  and  Microbiological 
Samples.   Techniques  of  Water-Resources  Investigations  of  the  United 
States  Geological  Survey,  Chapter  A4,  Book  5  (Laboratory  Analysis). 
Superintendent  of  Documents,  Washington,  D.C.   vi  +  165  p. 

21..  Sorokin,  Y..I.  and  H.  Kadota,  (eds.).   1972.   Techniques  for  the  Assessment 
of  Microbial  Production  and  Decomposition  in  Fresh  Waters.   IBP  Handbook 
No.  23.   Blackwell  Scientific  Publications,  Oxford.   xvi  +  112  p. 

22.  Southwood,  T.R.E.   1978.   Ecological  Methods  -  with  Particular  Reference 
to  the  Study  of  Insect  Populations.   Halsted  Press,  New  York.   xxiv  + 
524  p. 

23.  Swartz,  R.C.   1978.   Techniques  for  Sampling  and  Analyzing  the  Marine 
Macrobenthos.   EPA-600/3-78-030.   U.S.  EPA,  Environmental  Research 
Laboratory,  Corvallis.   viii  +  27  p. 

24.  United  States  Environmental  Protection  Agency.   1978.   Environmental 
Assessment  Manual.   Region  I,  Boston.   242  p. 

25.  U.S.  Environmental  Protection  Agency.   1980.   Microscopic  Analysis  of 
Activated  Sludge.   EPA-430/ 1-80-007.   National  Training  and  Operational 
Technology  Center,  Cincinnati.   iv  +  446  p. 

26.  U.S.  Environmental  Protection  Agency.   1982.   Handbook  for 

Sampling  and  Sample  Preservation  of  Water  and  Wastewater.   EPA-600/4-82- 
029.   Environmental  Monitoring  and  Support  Laboratory,  Cincinnati, 
xii  +  402  p. 

27.  United  States  Geological  Survey.  1972.  Recommended  Methods  for  Water 
Data  Acquisition.  Office  of  Water  Data  Coordination,  Washington,  D.C. 
iv  +  394  p. 


103 


28.  U.S.  Geological  Survey.   1977.   National  Handbook  of  Recommended  Methods 
for  Water-Data  Acquisition.   Office  of  Water  Data  Coordination,  Reston, 
Virginia.   i  +  741  p. 

29.  Vollenweider ,  R.A.  ,  (ed.).   1974.   A  Manual  on  Methods  for  Measuring 
Primary  Production  in  Aquatic  Environments.   IBP  Handbook  No.  12. 
Blackwell  Scientific  Publications,  Oxford,  England.   xviii  +  225  p. 

30.  Weber,  C.I.,  (ed.).   1973.   Biological  Field  and  Laboratory  Methods  for 
Measuring  the  Quality  of  Surface  Waters  and  Effluents.   EPA-670/4-73-001 . 
U.S.  EPA,  National  Environmental  Research  Center,  Cincinnati,   xii  + 

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