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F\^5/oe>S-^7/s7 


Biological  Services  Program 


FWS/OBS-77/37 
APRIL  1978 


CONTRIBUTED  PAPERS 

ON  COASTAL  ECOLOGICAL 

CHARACTERIZATION  STUDIES 

Presented  at  the 

FOURTH  BIENNIAL   INTERNATIONAL   ESTUARINE 
RESEARCH    FEDERATION    CONFERENCE 

Mt.    Pocono,   Pennsylvania 
2-5    October  1977 


Interagency 
Energy-Environment 
Research   and  Development 
Program 


/"^ 


Office  of  Research  and  Development 
Ui.  Environmental  Protection  Agency 


use 


Fish  and  Wildlife  Service 


U.S.  Department  of  the  Interior 


The  Biological  Services  Program  was  established  within  the  U.S.  Fish 


and  Wildlife  Service  to  suppl, 
key  environmental  issues  that 
supporting  ecosystems.  The  mi 


t^rogram  was  estaoiisnea  wiinin  ine  u.j.  r  ibn 
y  scientific  information  and  methodologies  on 
impact  fish  and  wildlife  resources  and  their 
ission  of  the  program  is  as  follows: 


■  To  strengthen  the  Fish  and  VJildlife  Service  in  Its  role  as 
a  primary  source  of  information  on  national  fish  and  wild- 
life resources,  particularly  in  respect  to  environmental 
impact  assessment. 

•  To  gather,  analyze,  and  present  information  that  will  aid 
decisionmakers  in  the  identification  and  resolution  of 
problems  associated  with  major  changes  in  land  and  water 
use. 

•  To  provide  better  ecological  information  and  evaluation 
for  Department  of  the  Interior  development  programs,  such 
as  those  relating  to  energy  development. 

Information  developed  by  the  Biological  Services  Program  is  intended 
for  use  in  the  planning  and  decisionmaking  process  to  prevent  or  minimize 
the  impact  of  development  on  fish  and  wildlife.  Research  activities  and 
technical  assistance  services  are  based  on  an  analysis  of  the  issues  a 
determination  of  the  decisionmakers  involved  and  their  information  needs, 
and  an  evaluation  of  the  state  of  the  art  to  identify  information  gaps 
and  to  determine  priorities.  This  is  a  strategy  that  will  ensure  that 
the  products  produced  and  disseminated  are  timely  and  useful. 

Projects  have  been  initiated  in  the  following  areas:  coal  extraction 
and  conversion;  power  plants;  geothermal ,  mineral  and  oil  shale  develop- 
ment; water  resource  analysis,  including  stream  alterations  and  western 
water  allocation,  coastal  ecosystems  and  Outer  Continental  Shelf  develop- 
ment; and  systems  inventory,  including  National  Wetland  Inventory, 
habitat  classification  and  analysis,  and  information  transfer. 

The  Biological  Services  Program  consists  of  the  Office  of  Biological 
Services  in  Washington,  D.C.,  which  is  responsible  for  overall  planning  and 
management;  National  Teams,  which  provide  the  Program's  central  scientific 
and  technical  expertise  and  arrange  for  contracting  biological  services 
studies  with  states,  universities,  consulting  firms,  and  others;  Regional 
Staff,  who  provide  a  link  to  problems  at  the  operating  level;  and  staff  at 
certain  Fish  and  Wildlife  Service  research  facilities,  who  conduct  inhouse 
research  studies. 


FWS/OBS-77/37 
AprU   1978 


CONTRIBUTED  PAPERS 

ON  COASTAL  ECOLOGICAL 

CHARACTERIZATION  STUDIES 

Presented  at  the 

FOURTH  BIENNIAL  INTERNATIONAL 

ESTUARINE  RESEARCH  FEDERATION  CONFERENCE 

MT.  POCONO,  PENNSYLVANIA 

2-5  October  1977 

Edited  by: 
James  B.  Johnston 

National  Coastal  Ecosystems  Team 
Office  of  Biological  Services 

Fish  and  Wildlife  Service 
U.S.  Department  of  the  Interior 

NSTL  Station,  Miss.  39529 
and 

Lee  A.  Barclay 

Fish  and  Wildlife  Service 

U.S.  Department  of  the  Interior 

P.O.Box  12559 

Charleston,  S.  C.   29412 


DISCLAIMER 

The  opinions,  findings,  conclusions,  or  recommendations  expressed  in 
tiiis  publication  are  those  of  the  authors  and  do  not  necessarily  reflect  the 
views  of  the  Biological  Services  Progi'am,  Fish  and  Wildlife  Service,  U.S. 
Department  of  the  Interior,  nor  does  mention  of  trade  names  or  commercial 
products  constitute  endorsement  or  recommendation  for  use  by  the  Federal 
Government. 


PREFACE 

A  session  on  the  U.S.  Fish  and  Wildlife  Service's  Coastal  Ecological 
Characterization  Studies  was  held  on  3  October  1977  at  the  Fourth  Biennial 
International  Estuarine  Research  Conference  in  Mt.  Pocono,  Pennsylvania,  to 
highlight  the  important  components  of  the  characterization  process. 

The  papers  in  this  report  are  those  presented  at  the  session,  with  two 
exceptions.  First,  the  paper  entitled  Interim  Hierarchical  Regional  Classifica- 
tion Scheme  for  Coastal  Ecosystems  of  the  United  States  and  its  Territories 
is  not  included  and  may  be  secured  from  the  author— Terry  T.  Terrell,  U.  S. 
Fish  and  Wildlife  Service,  Office  of  Biological  Services,  Room  206,  Federal 
Building,  Fort  Collins,  Colorado  80521.  Secondly,  papers  entitled  The  Con- 
struction of  a  Conceptual  Model  of  the  Chcnier  Plain  Coastal  Ecosystem  in 
Texas  and  Louisiana  and  Maine  Coast  Characterization  User's  Guide  are 
included  in  the  proceedings.  The  first  paper  summarizes  the  modeling  effort 
for  the  first  coastal  characterization  study— Chenier  Plain  of  Southwest 
Louisiana  and  Southeast  Texas;  while  the  second  paper  describes  how  a  user 
would  utilize  products  from  the  Maine  characterization  study. 

Funding  for  the  initial  characterization  studies  was  provided  through  the 
Interagency  Energy/Environment  Research  and  Development  Program  which 
is  planned  and  coordinated  by  the  Office  of  Energy,  Minerals,  and  Industry 
within  the  Environmental  Protection  Agency's  Office  of  Research  and 
Development.  Inaugurated  in  fiscal  year  1975,  this  program  brings  together 
the  coordinated  efforts  of  77  Federal  agencies  and  departments.  The  goal  of 
the  Program  is  to  assure  that  both  environmental  data  and  control  tech- 
nology are  available  to  support  the  rapid  development  of  domestic  energy 
resources  in  an  environmentally  acceptable  manner. 

Any  suggestions  or  questions  regarding  this  publication  should  be  direc- 
ted to: 

Information  Transfer  Specialist 
National  Coastal  Ecosystems  Team 
U.S.  Fish  and  Wildlife  Service 
National  Space  Technology  Laboratories 
NSTL  Station,  Miss.  39529 


This  report  should  be  cited  as  follows: 

Johnston,  J.  B.  and  L.  A.  Barclay,  eds.  Contributed  papers  on  coastal 
ecological  characterization  studies,  presented  at  the  Fourth  Biennial  Inter- 
national Estuarine  Research  Conference,  Mt.  Pocono,  Pa.,  2-5  October  1977. 
Office  of  Biological  Services,  U.S.  Fish  and  Wildhfe  Service.  FWS/OBS- 
77/37.  66  pp. 


ui 


CONTENTS 

PAGE 
Preface iii 

Coastal  Ecological  Characterization— An  Overview 

/.  B.  Johnston 1 

Ecosystem  Characterization— An  Approach  to  Coastal  Planning  and  Management 

A.  W.  Palmisano 4 

Evaluation  of  Methodology  Used  in  Ecological  Characterization  of  the  Chenier  P'ain 

R.  H.  Chabreck,  J.  B.  Johnston,  and  J.  B.  Kirkivood 10 

User-Oriented  Conceptual  Modeling  in  the  Ecological  Characterization  of  the  Sea 
Islands  and  Coastal  Plain  of  South  Carolina  and  Georgia 

John  J.  Manzi  and  Robert  J.  Reimold 19 

The  Construction  of  a  Conceptual  Model  of  the  Chenier  Plain  Coastal  Ecosystem  in 

Louisiana  and  Texas 

L.  M.  Bahr,  Jr.,  J.  W.  Day,  Jr.,  T.  Gayle,J.  G.  Gosselink,  C.  S.  Hopkinson, 

and  D.  Stellar 32 

Maine  Coast  Characterization  User's  Guide 

Stewart  I.  Fcfer,  Curtis  Laffin,  Larry  Thornton,  Patty  Schettig, 

and  Russ  Brami 44 


COASTAL  ECOLOGICAL  CHARACTERIZATION 
AN  OVERVIEW 

J.  B.  Johnston^ 


INTRODUCTION 

The  United  States  Fish  and  Wildlife  Service 
(FWS),  in  response  to  accelerated  development 
pressures  upon  the  coastal  zone  of  the  United  States 
and  its  territories,  has  developed  an  ecological 
characterization  approach  for  describing  these 
valuable  areas. 

An  ecological  characterization  is  a  description 
of  the  important  components  and  processes  of  an 
ecosystem.  The  emphasis  of  ecological  characteri- 
zation, however,  is  placed  on  understanding  func- 
tional relationships. 

The  objective  of  ecological  characterization  is 
to  develop  an  ecosystem  information  base,  and  is 
unique  in  that  it: 

1.  Focuses  on  functional  relationships. 

2.  Relates  to  specific  and  geographically  well- 
defined  ecosystems. 

3.  Integrates     existing     multidisciplinary     in- 
formation. 

4.  Represents    state-of-the-art    understanding 
of  the  ecological  relationships. 

5.  Provides  an  ecologically  based  framework 
for  comprehensive  coastal  planning. 

6.  Develops  tools   for  assessment  of  environ- 
mental impacts. 

7.  Identifies  information  deficiencies  and  re- 
search priorities. 

Among  the  principal  users  of  the  study  results 
are  those  entitites  within  the  FWS  which  are  in- 
volved in  programs  oriented  toward  the  manage- 
ment of  coastal  areas  of  the  U.S.  and  its  territories. 
FWS  has  mandates  under  the  Fish  and  Wildlife  Co- 
ordination Act  of  1958  and  the  Water  Pollution 
Control  Act  of  1972,  and  has  responsibility  for  the 


National  Coastal  Ecosystems  Team,  Office  of  Biological  Semces, 
Fish  and  Wildlife  Service,  U.S.  Dept.  of  the  Interior,  NSTL  Sta- 
tion, Miss.    39529. 


review  of  permits  for  development  and  discharge 
activities  in  U.S.  wetlands  and  aquatic  systems.  Prin- 
cipal permit  authority  lies  with  the  U.S.  Army 
Corps  of  Engineers  (USACE)  or  the  Environmental 
Protection  Agency  (EPA).  Within  the  FWS,  the 
Division  of  Ecological  Services  (ES)  Land  and 
Water  Resources  Development  Planning  Program 
has  lead  responsibility. 

Although  a  characterization  will  not  provide  all 
tiie  answers  for  reviewing  a  permit  application,  it 
will  provide  an  ecological  data  base  (bibliography, 
site-specific  data,  maps,  etc.)  and  describe  the  area 
o.n  an  ecosystem  level.  Supplemental  data,  i.e., 
field  inspections  and  review  of  developmental  prac- 
tices for  an  area,  wall  still  be  needed  by  the  ES 
biologist  and  his  counterparts  in  other  agencies,  for 
the  preparation  of  final  reports. 

Characterizations  will  be  available  for  use  by  all 
FWS  programs  related  to  coastal  resource  manage- 
ment and  planning.  Other  applications  are  assessing 
the  Outer  Continental  Shelf  (OCS)  development, 
Coastal  Zone  Management  (CZM),  and  Section  208 
water  (quality  planning.  Characterizations  will  iden- 
tify fish  and  wildlife  populations  and  their  habitats 
that  coidd  be  impacted  during  ecological  emergen- 
cies such  as  oil  spills.  Perhaps  of  even  greater  value, 
characterizations  will  provide  foundations  for  plan- 
ning during  formulation  of  emergency  response 
plans,  i.e..  Coast  Guard  and  EPA  oil-spill  contin- 
gency plans. 

Government  agencies  other  than  the  FWS  are 
also  considered  to  be  primary  users  of  characteriza- 
tions. These  agencies  include  the  National  Marine 
Fisheries  Service,  Bureau  of  Land  Management, 
EPA,  USCG,  COE,  State  CZM,  and  fish  and  game 
agencies.  Additional  users  could  include  conserva- 
tion groups,  academic  institutions,  and  the  various 
industries  or  service  companies  involved  in  coastal 
developments.  Any  aj^ency  or  private  group  with 
an  interest  in  coastal  resource  decisionmaking 
should  be  able  to  carry  out  its  responsibilities  more 


effectively  by  applying  a  coastal  characterization. 

Coastal  areas  presently  being  characterized  and 
anticip^iteU  study  completion  date  are:  (1)  the 
Chenief  Plain  (Southwest  Louisiana  and  Southeast 
Texas^^winter  1978;  (2)  the  Sea  Islands  and 
CoastaJ  Plain  of  Georgia  and  South  Carolina— 
sumn^er  J979;  (3)  the  Pacific  Northwest  (Northern 
Califo><-|\ia»  Oregon,  and  Washington)— winter  1978; 
anc^  (4)  \\y^  Rocky  Coast  of  Maine— winter  1979. 
These  sm^y  areas  were  delineated  on  the  basis  of 
ecolo^i,^  characteristics;  consequently  the  charac- 
terizaiyp^s  a^ije  primarily  regional  in  scope  and  are 
not  n^-q?^s^ifi;ty  limited  tu  political  or  geographic 
bounda^es;..  Sipme  states,  like  Florida  and  Alaska, 
includq.  aH  Qjf  parts  of  more  than  one  distinct 
coastal  ^OiS;ys,<?iii;i, 

The  irvft'S'i  characterization  study  areas  were 
selected  ojOi  \^^-  Iftasis  of  their  diversity,  geographic 
distributipj^,  ^ii^  fish  and  wildlife  value,  and  their 
proximity  ^9,  %ctwal  or  proposed  OCS  and/or  other 
major  dex^ll<3,p,i|irt?fttal  activities.  These  criteria  wuU 
also  be  used|  ^q^:-  Si^Jecting  future  coastal  areas  fcjr 
characterizat^(9i^\.. 

The  chafla,(e^if^?:ation  process  requires  apprrix- 
imately  18  !<;),  ^(^  months  to  complete,  depending 
on  the  ecosysteiii\  being  studied.  The  initial  impor- 
tant steps  include  the  development  of  a  conceptual 
model,  data  collection  and  synthesis,  and  a  pilot 
study. 


CONCEPTUAL  MODEL 

A  conceptual  model  describes  and  expbtins  the 
casual  and  obligatory  relationships,  interdefjcnden- 
cies,  and  controlling  factors  among  and  l)etween 
the  hiatic  and  abiotic  components  of  a  coaistal  eco- 
system. Components  of  a  conceptual  model 
include  productivity,  energy  and  materials,  physi- 
cal pr^ctsses,  trophic  structure,  species  diversity, 
and  socioeconomic  features. 

Th^  objectives  of  a  conceptual  model  as  it 
relates  to  a  characterization  study  are  to: 

1.  Develop  qualitative  n-iodels  to  describe  a 
particular  coastal  ecosystem  and  its  com- 
ponent resources,  prcpccsses,  and  relation- 
ships through  a  hierarc  hical  approach. 

2.  Identify,  and  establish  priorities  for,  infor- 
mation    needs     and     data     requirements. 

3.  Provide  framework  fo  r  analysis  and  synthe- 
sis of  data,  and  for  fin  al  products. 

4.  Identify  data  deficiencies  in  various  levels 
of  the  hierarchy. 


DATA  COLLECTION  AND  SYNTHESIS 

Although  the  ecological  (conceptual)  mod(;ls 
are  important  in  the  formulation  of  data  collection 
and  synthesis,  the  needs  of  users  are  considered 
in  the  development  of  the  characterization.  Users 
arc  also  important  in  identifying  available  data 
sources.  A  characterization  uses  both  standard 
sources  (books,  journals,  monographs,  theses,  and 
dissertations,  etc.)  and  unpublished  data  which  are 
not  readily  available  to  users.  Compilation  of 
unpublished  data  represents  a  major  task  in  the 
study.  Additionally,  pertinent  information  from 
outside  the  study  area  is  used  when  it  can  effective- 
ly be  applied  to  the  study  area.  Since  no  new  field 
or  experimental  data  will  be  generated,  a  thorough 
search  of  existing  infomiation  is  vital  to  the  quality 
of  the  study. 


PILOT  STUDY 

The  pilot  study  or  test  characterization  is  a 
subunit  (i.e.,  watershed,  basin,  or  specific  region), 
within  the  ecosystem  being  characterized.  The 
primary  objective  of  the  pilot  study  is  to  provide 
examples  of  modeling  techniques,  data  collection 
and  synthesis,  and  to  review  data  portrayal  and  for- 
mat being  proposed  for  the  final  characterization 
atlas  and  data  source  appendix.  Examples  from  the 
pilot  study  are  reviewed  by  a  wide  range  of  users, 
necessary  revisions  in  methodologies  are  made,  and 
the  study  proceeds  to  completion.  Pilot  efforts  are 
usually     completed     midway     through     a     study. 


FINAL  PRODUCTS 

The  final  products  or  outputs  of  a  characteri- 
zation are  the  ecological  (conceptual)  mode!is,  eco- 
system characterization  atlas  (narratives,  tables, 
charts,  and  graphics),  and  data  source  appendix 
(bibliography  of  all  data  sources,  pertinent  data, 
species  lists,  etc.).  However,  the  format  of  these 
products  varies  among  the  present  four  studies. 
For  example,  large-scale  maps  are  used  in  one  area 
and  small-scale  maps  in  another.  These  differences 
derive  from  user  preferences,  available  dat;.i  for  the 
ecosystem,  and  contractual  agreements  with  exist- 
ing contractors.  Standardized  methodoloj^ics  and 
specifications  for  conducting  future  ecological 
characterizations  are  being  prepared  based  upon 
experience  gained  during  the  initial  four   studies. 


SUMMARY 

Characterizations  integrate  functionally  the 
major  elements  of  an  ecosystem.  Elements  include, 
but  are  not  limited  to,  physiography  and  geology, 
climate,  and  physical  transport  mechanisms.  Ex- 
amples of  physical  transport  mechanisms  are 
hydrology,  sediment  flux,  physical  oceanography 
(in  the  case  of  marine  systems),  energy  flows  and 
trophic  relationships,  and  atmospheric  transport. 
Characterizations  describe  the  important  species, 
populations,  and  communities  in  the  ecosystem, 
with  particular  emphasis  on  those  organisms  per- 
ceived as  being  of  importance  (recreational  or  com- 
mercial) to  man  or  vital  to  the  natural  functioning 
of  the  ecosystem  being  studied.  Population  esti- 
mates do  not  require  precise  statistical  sampling, 
but  where  feasible,  estimates  are  used  to  address 
the  extent  and  causes  of  natural  variation.  The 
main  objective  of  a  characterization  is  to  describe 
socioeconomic,  physical,  and  biological  features  as 
interacting  components,  thereby  estabhshing  a 
foundation  upon  which  impacts  of  man,  including 
modifications  to  the  ecosystem,  can  be  predicted. 

Unlike  a  baseline  study,  many  of  the  elements 
described  in  the  characterization  are  important, 
not  because  they  are  expected  to  change  as  a  result 
of  a  proposed  development,  but  because  know- 
ledge of  these  elements  is  needed  to  understand  the 
ecosystem.  Characterizations  should  be  an  early 
step  in  the  analysis  of  any  coastal  ecosystem  under 
major  study  for  impact  analysis  purposes,  for  activ- 
ities such  as  coastal  and  onshore  impacts  from 
OCS,  for  rediversion  of  freshwater  inflows  into 
estuaries,  for  increased  residential  or  commercial 
developments  in  a  coastal  area,  etc.  The  characteri- 
zations will  provide  decisionmakers,  and  those  ad- 
vising decisionmakers  on  ecological  matters,  with 
guidance  tools  for  the  planning  process.  Guidance 
will  be  in  the  form  of  broad  ecosystem  understand- 
ing and  will  not  be  impact  specific.  Characteriza- 
tions should  aid  in  assessing  the  effects  of  a  variety 
of  coastal  developments.  The  characterization  ap- 
proach has  the  additional  benefit  of  pinpointing 
data  gaps,  thereby  identifying  research  priorities. 


ECOSYSTEM  CHARACTERIZATION-AN  APPROACH 

TO  COASTAL  PLANNING 

AND  MANAGEMENT 

A.  W.  Palmisano 


INTRODUCTION 

We  are  at  a  crossroads  in  our  technological 
evolution.  Having  successfully  passed  through 
stages  of  empirical  and  scientific  approaches  to 
progress,  we  are  at  the  threshold  of  a  new  age 
which  will  mold  our  future  through  the  integration 
of  knowledge  acquired  in  many  diverse  disciplines. 
Problems  we  face  today  are  so  complex  and  wide- 
ranging  that  solutions  require  a  holistic  approach. 
The  principal  strands  of  the  new  web  of  under- 
standing are  supported  by  three  disciplines:  tech- 
nology, sociology,  and  bioecology;  together  they 
comprise  our  environment  (fig.  1). 

TECHNOLOGICAL 


SOCIOECONOMIC 


BIOECOLOGICAL 


Figure   1.  Information  web  required  for  com- 
prehensive natural  resource  development. 

Bioecological  components  alone  can  range  in 
scope  from  systems  as  small  as  the  gene  to  those  as 
large  as  the  biosphere.  This  paper  suggests  a  mid- 
level  approach  to  studying  ecosystems. 

Concentrated  human  populations  and  diverse 
development  activities  have   focused  on  the  con- 


Office  of  Biological  Services,  Fish  and  Wildlife  Service,  U.S.  Dept. 
of  the  Interior,  Washington,  D.C.  20240. 


tinental  fringes.  Coastal  ecosystems  offer  a  particu- 
larly complex  challenge  requiring  the  integration  of 
information  dealing  with  air,  land,  marine, 
estuarine,  and  freshwater  systems.  It  is  against  this 
background  that  the  ecosystem  characterization 
process  described  in  this  paper  has  been  developed. 

DEFINITION  AND  PURPOSE 

The  concept  of  ecosystem  characterization  is 
not  very  profound  or  complicated.  A  useful  defi- 
nition is  a  description  of  the  important  compo- 
nents and  processes  comprising  an  ecosystem  and 
an  understanding  of  their  important  functional 
relationships.  Strong  emphasis  is  placed  on  systems 
understanding  through  structured  integration  of 
information  from  the  physical  and  biological 
sciences.  Key  elements  of  the  concept  are  outlined 
below: 


Ecosystem  Characterization— Definition 

•  Related  to  a  specific  ecosystem. 

•  Provides  a  basic  perspective  of  the  state  of 
knowledge  for  the  given  system. 

•  Provides  a  description  of  the  important 
ecosystem  components  and  functional 
processes. 

•  Provides  a  mechanism  for  ecosystems 
understanding  through  the  integration  of 
components  and  functional  processes. 


Ecosystem  Characterization— Purpose 

Provides   an   understanding   of  ecosystems  to 
assist  in: 

•  Integration  of  complex  ecological  informa- 
tion. 

•  Identification  of  information  deficiencies. 


•  Establishing  research  priorities. 

•  Comprehensive  planning. 

•  Assessment  and  prediction  of  environ- 
mental impacts. 

•  Developing  mitigation  procedures  and 
alternatives  for  minimizing  environmental 
impacts. 

APPROACH 

Ecosystem  characterization  is  a  structured 
approach  to  the  synthesis  of  diverse  environmental 
information.  To  be  effective,  each  step  of  the 
process  must  be  followed' sequentially  as  outlined 
in  figure  2. 


ECOSYSTEM  DESCRIPTION  AND  BOUNDARIES 

The  ecosystem  is  a  basic  unit  for  describing 
natural  systems,  and  has  become  widely  accepted 
by  scientists  and  resource  managers.  A  description 
of  an  ecosystem  includes: 

•  Functional  relationships  between  organisms 
and  their  physical  environment. 

•  Plant  and  animal  assemblages,  which  are 
relatively  homogenous  response  units, 
often  referred  to  as  communities. 

•  Open  systems  through  which  energy  and 
matter  are  continuously  exchanged. 

This    latter    principle    has    made    it    difficult    to 
delineate  the  precise  boundaries  of  a  given  system. 


Preliminary 
Development 
of  Concep- 
tual f^odel 


Identify 

User 

Groups 


Identify 
Information 
Needs  for 
User  Groups 


Basic  Criteria 
for  Data 
Collection 


Identify 
Information 
Needs  &  Data 
Form  Required 
for  Ecological 
Model  and 
Reports 


Identify 
Available 
Data 
Sources 


Data 
Collection 


Examine  Data  for 
Applicability  to 
Cbaracterization 
of  System 


Establisti  Possi- 
ble Ranged 

Outputs  of  Inter- 
est for  Pilot  Study 

'  ' 

Finalize 

Conceptual 

Model 

'  ' 

Pilot  Study 

\ 

' 

Evaluate 
Suitability 
Output  for 
Identified 
Users 

Evaluate 
Results 
of  Pilot 
Study 

Interpret 
Existing 
Data 


Evaluate 
Degree  of 
Resolution 


Revise 
Methodology 


Preliminary 
Community 
Characterization 


Final  Ecosystem 
Characteriza- 
tion Report 


OUTPUT 

1)  Conceptual  Model 

2)  Ecosystem  Characterization 
Report 

3i  Computer  Data  Base 
4)  Data  Source  Appendix 


Figure  2.  Ecosystem  characterization  approach. 


Coastal  ecosystems  are  more  easily  envisioned 
than  described.  The  rocky  coast  of  Maine,  the 
extensive  low-lying  wetlands  and  bayous  of  Louisi- 
ana, the  mangrove-coral  systems  of  tropical  Florida, 
and  the  barrier  island  coast  of  Texas  can  each  be 
conceived  as  unique  coastal  ecosystems  and  adja- 
cent to  other  coastal  systems. 

Forces  molding  the  structure  of  the  system 
include  weather,  wave  energy',  sediment  transport, 
and  the  long-term  processes  of  subsidence  as  well 
as  climatic  and  geologic  change.  These  physical 
processes  result  in  the  establishment  of  the  envi- 
ronment and  substratum  upon  which  biological 
communities  develop.  In  turn,  the  communities 
influence  the  continued  evolution  of  the  system. 

The  Chenier  Plain  ecosystem,  for  example,  is 
considered  a  transition  zone  between  the  active 
Mississippi  River  delta  to  the  east  and  the  relatively 
stable  barrier  island  system  to  the  west.  Fluctua- 
tions of  sediment  availability  from  the  Mississippi 
River  over  the  past  5,000  years  have  resulted  in  the 
accretion  of  a  vast  coastal  system  composed  of 
emergent  wetlands,  lakes,  ponds,  estuaries,  tidal 
channels,  and  slightly  elevated  stranded  beach 
ridges.  Like  similar  extensive  estuaries,  the  Chenier 
Plain  owes  its  existence  to  the  relative  stability  of 
sea  level  over  the  past  several  millennia  and  to  the 
abundant  sediment  supply  of  a  major  river.  Eco- 
system boundaries,  although  defendable,  have  been 
somewhat  arbitrarily  estabUshed  and  reflect  the 
functional  differences  between  adjacent  systems. 
With  this  natural  background  plus  a  30-year  history 
of  onshore  and  offshore  oil  and  gas  and  other 
development  activities,  the  Chenier  Plain  provides 
an  ideal  setting  for  piloting  the  implementation  of 
the  ecosystem  characterization  concept. 

CONCEPTUAL  ECOSYSTEM  MODEL 

After  the  boundaries  of  the  system  have  been 
established,  the  next  step  is  the  development  of  a 
conceptual  ecosystem  model.  The  model  guides  the 
entire  characterization  effort  by  providing  the 
framework  for  identifying  important  natural 
resource  components  of  the  system  and  the 
functional  processes  which  affect  their  survival  and 
productivity. 

The  modeling  approach  for  the  Chenier  Plain 
involves  a  four-level  analysis  of  the  system.  At  the 
first  level,  a  broad  regional  model  considers  the 
entire  ecosystem,  emphasizing  geomorphology  and 
the  geologic  processes  responsible  for  the  origin  of 
the   system,    and   the   long-term    system    changes. 


Most  natural  changes  at  the  ecosystem  level  occur 
on  the  order  of  thousands  of  years  and  it  is  diffi- 
cult to  incorporate  this  information  into  planning 
and  iinpact  analysis  procedures.  The  framework  is 
useful,  however,  for  providing  a  proper  perspective 
to  the  other  components  of  the  system  (fig.  3). 


Ecosystem 

Chenier  Plain 

\^ 

Hydrologic  Unit 

1        1 

Calcasieu 
1  Basin  1 

^              V^ 

Corrtmunity 

MM      M  1  1  M  1  1  M 

r 

\ 

Time  Scale  of 
Natural  Change 


1,000  +  Years 


1-100  +  Years 


0.01-10  Years 


Open  Water 


Salt  Marsh 


Figure  3.  Stratified  organization  of  conceptual 
model  of  Chenier  Plain  ecosystem. 


At  the  second  level,  the  Chenier  Plain  ecosys- 
tem is  subdivided  and  modeled  as  six  subsystems 
generally  representing  different  drainage  basins  or 
hydrologic  units.  Hydrologic  processes  dominate 
basin  function  and  provide  a  mechanism  for  inte- 
grating basin  components.  Natural  change  occurs 
on  the  order  of  one  to  several  hundred  years,  a  use- 
ful scale  for  planning  and  impact  analysis. 

The  relatively  homogenous  units  which  vari- 
ously might  be  termed  communities,  associations, 
or  habitats  are  the  third  level  of  resolution.  Basins, 
therefore,  emerge  as  spatially  heterogeneous  areas 
composed  of  a  number  of  interacting  habitats.  At 
the  community  level,  change  is  constant,  seasons 
come  and  go,  plants  and  animals  live  and  die  and 
man's  impact  on  the  environment  is  most  apparent. 
It  is  the  habitat  which  is  altered  by  dredging,  pol- 
luted by  oil  spills,  or  drained  for  agricultural,  urban, 
or  industrial  development.  Most  environmental 
changes  are  viewed  in  respect  to  these  habitats.  The 
conceptual  model  identifies  functional  relation- 
ships between  habitats,  which  would  then  permit 
planning  and  cumulative  impact  analysis,  at  the 
basin  level,  for  the  Chenier  Plain. 

At  the  fourth  level  of  the  hierarchy,  the  natural 
history,  growth  dynamics,  and  environmental 
limits  arc  considered  for  species  of  commercial, 
recreational,  or  functional  importance  in  the 
Chenier  Plain  region. 


Modeling  diagrams,  interaction  matrices,  and 
narrative  accounts  are  used  to  highlight  important 
resource  components  and  processes.  A  "blueprint" 
for  guiding  future  data-collection  synthesis  and 
analysis  is  then  prepared  as  the  final  stage  of  the 
conceptual  model. 

INFORMATION  SYNTHESIS  AND  ANALYSIS 

After  the  priorities  for  ecosystem  information 
needs  have  been  established  by  the  conceptual 
model,  data  compilation  is  initiated.  Fundamental 
to  ecosystem  characterization  is  the  structured 
accumulation  of  all  existing  information  identified 
by  the  model  as  being  significant.  This  phase  of  the 
process  requires  the  identification  of  all  published 
material  as  well  as  information  stored  in  files,  in 
unpublished  reports,  and  in  the  heads  of  indi- 
viduals familiar  with  the  area's  ecology. 

The  conceptual  model  also  assists  in  making 
full  use  of  the  available  information  by  establishing 
the  boundaries  of  transferability.  Site-specific 
information  from  a  single  estuary,  for  example, 
might  be  applicable  to  other  estuaries  within  the 
same  hydrologic  unit  but  data  from  outside  the 
system  would  have  to  be  carefully  screened  to 
establish  relevance.  In  this  way  maximum  use  is 
made  of  all  available  information. 

Data  are  assembled  into  two  reference  systems: 
a  literature  citation  system  and  a  data  source 
appendix.  Material  referenced  in  the  literature  cited 
section  would  be  available  in  major  libraries  within 
the  geographic  area  of  the  characterization  study. 
Standard  sources  (books,  journals,  monographs, 
theses,  and  dissertations,  etc.)  would  be  included  in 
the  literature  cited  section.  The  data  source  appen- 
dix contains  a  listing  of  information  and,  where 
appropriate,  actual  data  compiled  from  unpub- 
lished sources  that  are  generally  unavailable  to 
users. 

Major  products  of  the  data  synthesis  and  analy- 
sis phase  include: 

•  The  Ecosystem  Characterization  Report 
describing  the  system  and  highlighting 
important  natural  resources  and  the  proces- 
ses which  affect  their  distribution  and 
productivity.  The  report  is  designed  pri- 
marily to  provide  an  understanding  of  the 
system  through  sufficient  narrative,  graphs, 
maps,  tables,  and  illustrations.  It  does  not 
represent  the  primary  data  source,  although 
a  comprehensive  literature  cited  section  is 
part  of  the  report. 


Data  Source  Appendix  forms  the  major 
data  base  developed  during  the  course  of 
the  study.  Together  with  the  published 
literature,  it  represents  a  primary  source  of 
information  on  the  environment  of  the  eco- 
system. Steps  are  being  taken  to  develop  a 
standardized  system  to  locate,  access,  and 
transfer  the  information. 


SCHEDULING 

An  important  aspect  of  the  characterization 
approach  to  planning  environmental  study  pro- 
grams is  that  useful  information  can  be  developed 
early  in  the  program.  Approximately  20  months 
are  required  to  complete  the  process.  The  first 
activity  is  a  general  survey  of  user  needs  focusing 
on  Federal  and  State  agency  interests,  followed 
within  3  months  by  a  draft  of  the  conceptual 
model.  A  pilot  characterization  area  is  selected  and 
an  intensive  data  acquisition  phase  is  undertaken. 
The  purpose  of  the  pilot  area,  usually  a  basin  or 
region  within  the  ecosystem,  is  to  develop  and 
present  the  data  format  which  wUl  be  used  in  the 
final  characterization  report  and  data  source 
appendix.  The  user  group  will  have  the  oppor- 
tunity to  review  the  pilot  documents  approxi- 
mately 6  months  after  work  begins,  providing 
ample  time  to  incorporate  necessary  changes  into 
the  final  reports.  After  the  format  and  content 
have  been  established  through  the  pilot  effort,  the 
ecosystem  characterization  can  then  proceed 
rapidly  to  completion. 


USER  RELATIONSHIPS 

The  test  of  an  information  system  is  its  value 
when  applied  to  solving  real  problems.  To 
effectively  meet  user  needs  their  guidance  must  be 
sought  and  incorporated  into  the  planning  and 
development  of  all  phases  of  the  process. 

Ecosystem  characterization  will  not  provide 
solutions  to  all  enviroimiental  problems  arising  in 
the  coastal  zone.  However,  it  does  provide  a  base 
of  ecological  information  which  will  have  applica- 
tion to  most  situations.  Activities  for  Coastal  Zone 
Management  (CZM),  managed  by  National  Oceanic 
and  Atmospheric  Administration  (NOAA),  range 
from  comprehensive  planning,  requiring  a  broad 
base  of  information,  to  site-specific  disturbances. 
To  meet  these  needs,  the  information  base  must 
contain     general     information     highlighting     the 


resources  and  processes  comprising  the  system  as 
well  as  specific  information  on  the  distribution  of 
fish,  wildlife,  and  their  essential  habitats.  The 
stratified  approach  presented  in  the  Chenier  Plain 
conceptual  model  describes  a  mechanism  for  struc- 
turing infomiation  which  will  address  this  broad 
range  of  needs. 

Program  specific  information  is  required  in 
addition  to  the  ecosystems  data.  Figure  4  is  a 
schematic  depicting  some  of  the  action  programs 
which  could  use  the  ecosystem  data  base.  In  each 
case,  supplemental  information  must  also  be  avail- 
able. Agencies  responsible  for  managing  action 
programs  usually  have  resources  available  to 
develop  program  specific  information.  The  Outer 
Continental  Shelf  (OCS)  leasing  and  development 
program,  for  example,  is  managed  by  the  Bureau  of 
Land  Management  (BLM)  and  U.S.  Geological 
Survey  (USGS),  respectively.  As  part  of  the  leasing 
program,  the  BLM  has  undertaken  environmental 
studies  to  assess  the  long-term  impacts  of  OCS  de- 
velopment, and  to  minimize  detrimental  environ- 
mental impacts.  Specific  liinds  of  information  are 
being  developed  in  the  lease  areas  to  meet  the  needs 
of  the  leasing  program.  A  broad  base  of  ecological 
data  could  complement  the  OCS  environmental 
studies  program,  assist  in  preparation  of  resource 


Ecological 

Data 

Ban 


Program  Ecological 

Speclllc  Input  (FWS 

Requirements  Lead  Role) 


assessments  and  impact  statements,  and  help  deter- 
mine program  requirements.  Lead  responsibility 
within  FWS  belongs  to  the  Office  of  Biological  Ser- 
vices (OBS). 

In  the  event  of  an  oil  spill  from  OCS  develop- 
ment, the  ecological  characterization  would  pro- 
vide an  information  base  to  the  Coast  Guard  (CG) 
of  important  resources  that  could  be  impacted. 
This  base  would  also  be  used  by  the  FWS's 
Environmental  Contaminant  Evaluation  (ECE)  and 
Ecological  Services  (ES). 

The  Fish  and  Wildlife  Service  (FWS),  as 
mandated  under  the  Fish  and  Wildlife  Coordina- 
tion Act  of  1958  and  the  Water  Pollution  Control 
Act  of  1972,  has  responsibility  for  the  review  of 
applications  to  permit  development  and  discharge 
activities  m  the  wetlands  and  aquatic  systems  of 
the  United  States.  Decisions  to  issue  permits  are 
the  responsibility  of  the  U.S.  Army  Corps  of 
Engineers  (USAGE)  or  the  Environmental 
Protection  Agency  (EPA).  Lead  responsibility 
within  the  FWS  lies  with  the  Land  and  Water 
Resources  Planning  Program.  Dredging  and  other 
wetland  alterations  in  the  coastal  zone  may  be  very 
site-specific  and  result  in  localized  change.  Infor- 
mation required  to  adequately  assess  the  impacts 
of   such   activities  differs  substantially   from   that 

Program 


Planning 

and 

Analysis 


Action 
Program 


Lead 
Agency 


OCS 
Leasing 

z 
o 

p 

oc 

lU 

►- 
u 

< 

E 
< 
X 
(J 

Z 

^ 
>■ 
in 
O 
u 

lU 

Supplemental 
Data 

OCS 

Development 

Planning 

OBS 

ocs 

Development 

USGS 

Supplemental 
Data 

CZM 
Planning 

CZM 

Plan 
Implementation 

ES  /  OBS 

NOAA  /  State 

Supplemental 
Data 

Permit 
Review 
Sec  10  &  404 

Permit 
Decision 

ES 

USAGE 

Supplemental 
Data 

Water  Quality 
Management 
Plans 

Water 

Quality 

Standards 

ECE 1 ES 

EPA 

ES/ECE 

Supplemental 
Data 

on  Spill 

Contingency 

Plan 

Oil  Spill 

Response 

Activity 

CG 

—  OTHER 

Figure  4.   Relationship  of  ecosystem  characterization  information  to  supplemental  data  requirements 
and  selected  Fish  and  Wildlife  Service-related  action  programs  in  the  coastal  zone. 


required  for  OCS  leasing.  Ecosystem  characteriza- 
tions, however,  could  provide  information  on  the 
distribution  and  vidue  of  wetlands  and  fish  and 
wildhfe  resources  in  the  vicinity  of  the  proposed 
development.  Much  of  the  basic  site-specific  infor- 
mation will  be  contained  in  the  data  source  appen- 
dix. Furthennore,  the  ecosystem  characterization 
report  would  assist  in  assessing  impacts  on  the 
important  natural  functional  processes  of  the 
system,  e.g.,  alteration  of  salinities  and  currents, 
effects  on  primary  and  secondary  productivity, 
sediment  transport  processes,  etc.  Information 
regarding  the  effects  and  mitigation  procedures 
specifically  associated  with  dredging  must  be  pro- 
vided from  supplemental  sources  such  as  the 
U.S.  Army  Corps  of  Engineers  Dredge  Material 
Research  Program.  The  ecosystem  characteri- 
zation should  be  regarded  as  one  of  a  number  of 
tools  required  to  protect  and  manage  living 
resources.  To  be  effective,  other  more  specialized 
tools  will  also  be  required.  It  is  important  that 
users  recognize  the  tools  available  to  them  and  the 
purpose  for  which  they  were  designed. 


PROJECT  STATUS 

To  date,  four  coastal  ecosystems  are  being 
characterized  using  the  approach  described.  The 
Chenier  Plain  study  of  southwestern  Louisiana  and 
southeastern  Texas  was  initiated  in  April  1976  and 
is  scheduled  for  completion  in  late  1978.  The 
other  three  studies  were  started  in  February  1977. 
They  include  the  coast  of  South  Carolina— Georgia, 
the  rocky  coast  of  Maine,  and  the  Pacific  coast 
from  Cape  Mendocino,  California  to  Cape  Flattery, 
Washington.  These  studies  are  due  for  completion 
in  1979.  Funding  has  been  provided  through  the 
Federal  Interagency  Energy-Environment  Research 
and  Development  Program  (FIE/ER&D)  adminis- 
tered by  the  Environmental  Protection  Agency. 
The  Fish  and  Wildlife  Service  has  been  responsi- 
ble for  the  design  and  management  of  the  charac- 
terization contracts.  There  are  approximately 
15  coastal  ecosystems  fringing  the  48  contiguous 
States.  The  FIE/ER&D  program  has  provided  a 
mechanism  to  rapidly  advance  our  understanding 
of  a  significant  portion  of  the  coastal  zone  and 
it  is  hoped  that  the  techniques  developed  in  this 
program  will  have  broad  application  by  other 
agencies  to  other  areas. 


CONCLUSION 

Decisions  facing  natural  resource  management 
become  increasingly  complex  as  knowledge 
advances  and  interactions  are  better  understood. 
Improved  methods  of  data  integration  will  become 
more  essential  to  the  appHcation  of  existing 
information.  Until  holistic  systems  analysis 
becomes  more  effective,  we  will  have  to  rely  on 
modular  components  to  integrate  information. 
Such  modules,  especially  regarding  natural  systems, 
can  readily  be  adapted  to  more  comprehensive  pro- 
grams, if  properly  designed. 

The  characterization  process,  as  outlined,  add- 
resses an  important  functional  unit  of  the  environ- 
ment—the ecosystem.  The  approach  involves  the 
delineation  of  the  physical  boundaries  of  the 
system,  preparation  of  a  functional  conceptual  eco- 
system model,  synthesis  and  analysis  of  existing 
information  using  the  model  as  a  "blueprint,"  and 
the  preparation  of  an  interim  pilot  characterization 
report.  The  latter  report,  after  review  by  the  user 
group,  will  permit  the  effective  production  of  the 
final  ecosystem  characterization  report.  During  the 
process  most  of  the  relevant  information  about  the 
system  will  be  brought  together  in  a  data  source 
appendix.  Guidance  throughout  the  project  is  pro- 
vided by  a  user  committee  to  assure  that  the 
information  will  meet  action  program  needs. 

The  current  energy  dilemma  may  be  the  first 
true  test  of  our  nation's  ability  to  marshal  the 
diverse  knowledge  we  have  accumulated  over  the 
past  few  centuries  into  a  program  which  assures 
our  survival  and  strives  at  least  to  maintain  the 
cultural  standards  to  which  we  have  become  accus- 
tomed. Ecosystem  characterizations  can  provide  an 
important  ecological  foundation  from  which  to 
plan  and  manage  our  natural  resources. 


EVALUATION  OF  METHODOLOGY  USED  IN  ECOLOGICAL 
CHARACTERIZATION  OF  THE  CHENIER  PLAIN 

R.  H.  Chabreck,'  J.  B.Johnston,'  and  J.  B.  Knkwood- 


INTRODUCTION 

Increasing  uses  of  coastal  areas  by  developers, 
plus  increasing  public  awareness  of  the  value  of 
living  resources  in  these  areas,  have  resulted  in  in- 
creasing conflicts  concerning  land  and  water  uses. 
These  conflicts  can  be  resolved  and  reasonable  de- 
velopment can  proceed  while,  at  the  same  time, 
productivity  is  maintained,  if  a  good  understanding 
of  the  functions  of  these  fragile  areas  and  more  pre- 
cise methods  of  predicting  the  effects  of  further 
alterations  can  be  developed.  The  ecological  char- 
acterization process  was  devised  by  the  Fish  and 
Wildhfe  Service  (FWS)  as  a  procedure  for  providing 
this  understanding.  Characterizations  provide  a  de- 
scription of  the  important  environmental  and 
socioeconomic  resources  and  physical  processes 
comprising  coastal  ecosystems,  and  an  understand- 
ing of  the  dynamic  relationships  of  these  systems 
by  integrating  existing  resource  data  as  a  functional 
ecological  unit. 

The  area  selected  for  the  initial  ecosystem  char- 
acterization was  the  Chenier  Plain  of  southeastern 
Texas  and  southwestern  Louisiana.  This  area  is  an 
important  producer  of  fish  and  wildlife  resources; 
it  is  subjected  to  a  wide  variety  of  land  use  prac- 
tices; it  contains  large  areas  of  vital  natural  habitat 
such  as  coastal  marshes,  estuaries,  and  shallow  off- 
shore waters;  and  it  supports  several  endangered 
and  threatened  species.  There  is  a  large  amount  of 
biological  and  environmental  data  available  from 
previous  studies  of  this  ecosystem,  and  the  Chenier 
Plain  area  has  a  long  history  of  development  associ- 
ated with  industrialization,  mineral  extraction, 
navigation,  flood  control,  and  agriculture.  Through 
investigation  and  evaluation  of  the  productivity  of 
resources  that  have  been  subjected  to  various  in- 
tensities of  development,  it  should  be  possible  to 
iormulate  precise  impact  predictions. 

National  Coastal  Ecosystems  Team,  Office  of  Biological  Services, 
Fish  and  Wildlife  Service,  U.S.  Dept.  of  the  Interior,  NSTL  Station, 
Miss.    39529. 

Office  of  Biological  Services,  Fish  and  Wildlife  Service,  U.S.  Dept. 
of  the  Interior,  Atlanta,  Ga.    30347. 


Since  the  Chenier  Plain  characterization  was 
the  first  investigation  of  this  type  to  be  initiated, 
an  important  aspect  of  the  project  was  an  evalua- 
tion of  the  methodology  used.  This  evaluation  was 
needed  also  for  the  orderly  execution  of  subse- 
quent characterizations  of  other  coastal  ecosys- 
tems. A  methodology  evaluation  made  it  possible 
to  identify  techniques  which  effectively  served  to 
meet  project  objectives,  and  at  the  same  time  it 
identified  procedures  that  had  not  contributed  sig- 
nificantly. 

Important  aspects  of  the  characterization 
metht)dology  to  be  evaluated  in  this  paper  include 
the  steering  committee  concept,  user  needs  sur\ey, 
conceptual  modeling,  area  delineation,  type  of  map- 
ping, data  search  and  presentation,  and  pilot  study. 
This  paper  presents  the  results  of  these  evaluations 
and  suggests  alternative  procedures  where  unsatis- 
factory results  were  obtained. 

STEERING  COMMITTEE  CONCEPT 

In  order  to  facilitate  active  input  into  the  char- 
acterization study  by  others  within  and  outside  the 
FWS,  various  State  and  Federal  agencies  closely  in- 
volved with  activities  within  the  Chenier  Plain  were 
asked  to  assign  a  representative  to  a  steering  com- 
mittee. These  committee  members  were  assigned 
on  the  basis  of  their  iniderstanding  of  tiic  area  or 
special  knowledge  of  certain  aspects  of  the  charac- 
terization process.  The  Steering  Committee  re- 
viewed progress  made  by  contractors  at  regularly 
schedided  periods,  assessed  this  progress,  and  made 
recommendations  to  the  FWS  Project  Officer  re- 
garding future  study  areas. 

The  initial  meeting  of  the  Steering  Committee 
was  held  prior  to  the  beginning  of  work.  Most 
members  showed  a  strong  interest  in  the  project 
and  responded  with  both  oral  and  written  reviews 
of  materiiil  presented  to  them.  Enthusiasm  re- 
mained high  during  the  project  and  attendance  at 
meetings  was  even  higher  than  anticipated.  The 
committee  size  (six)  for  Chenier  Plain  was  accept- 


10 


able  and  each  person  had  adequate  time  to  actively 
participate  in  the  discussion. 

The  Steering  Committee  concept  proved  to  be 
an  important  aspect  of  the  characterization  and 
assured  establishment  of  priorities  necessary  to 
cover  all  areas  of  potential  interest  to  resource 
managers  and  other  user  groups.  The  Steering  Com- 
mittee concept  has  been  continued  in  the  other 
characterization  studies. 

USER  NEEDS  SURVEY 

The  Chenier  Plain  characterization  was  in- 
tended to  serve  primarily  as  a  resource  manage- 
ment tool.  Thus,  in  order  to  develop  a  characteri- 
zation methodology  which  would  achieve  this  ob- 
jective, it  was  necessary  to  first  identify  the  nature 
and  relative  magnitude  of  the  various  types  of  on- 
going resource  management  efforts  and  other  re- 
lated activities  occurring  within  the  study  area.  The 
data  required  to  enable  managers  to  make  sensible 
decisions  for  resource  utilization  were  identified 
for  various  regulatory  organizations.  Also,  it  was 
necessary  to  ascertain  the  level  of  detail  and  pre- 
ferred formats  for  data  presentation  which  were 
most  directly  applicable  and  interpretable  within 
the  context  of  these  management  activities. 

A  preliminary  list  of  users  to  be  contacted  was 
compiled  and  circulated  to  Steering  Committee 
members  and  other  contacts  for  review.  The  addi- 
tions and  modifications  to  the  list  which  were  sug- 
gested were  then  incorporated  into  the  survey  plan. 
Further  additions  to  the  list  were  made  based  on 
the  recommendations  of  several  respondents  to  a 
questionnaire.  The  potential  users  were  then  classi- 
fied into  two  groups:  those  to  be  interviewed  per- 
sonally and  those  to  be  contacted  only  by  ques- 
tionnaires and  telephone  followup,  as  necessary. 
Those  organizational  representatives  selected  for 
interviewing  were  thought  to  be  more  immediately 
involved  in  policy  formulation,  decisionmaking, 
and  research  activities  within  the  Chenier  Plan. 

A  questionnaire  was  used  to  determine  user 
needs.  The  questionnaire  was  designed  as  a  check- 
list of  all  resources  and  possible  areas  of  interest. 
The  draft  questionnaire  was  circulated  to  members 
of  the  Steering  Committee  for  comments  and 
proposed  revisions  before  it  was  distributed  to  the 
users  that  had  been  identified.  Less  than  half  of  the 
questionnaires  were  returned  by  the  date  re- 
quested. Three  out  of  over  90  recipients  reported 
that  they  elected  not  to  respond.  A  telephone  fol- 
lowup was  employed  to  maximize  the  information 


yield.  When  a  90  percent  return  was  achieved,  a 
final    analysis   was   perfomied   on    the   responses. 

The  returns  were  grouped  into  categories  ac- 
cording to  the  management  responsibilities  of  the 
users,  as  indicated  by  responses.  Those  categories 
are  identified  below: 

1.  Project  and  permit  review  on  a  case-by- 
case  basis. 

2.  Environmental  planning  for  water  re- 
lated projects  (including  coastal  engi- 
neering, flood  control,  water  allocation, 
etc.). 

3.  Resource  management  for  fish  and  wild- 
life habitat  maintenance. 

4.  Coordination  of  coastal  zone  activities. 

5.  Design  and  enforcement  of  environ- 
mental legislation. 

6.  General  land  use  planning. 

7.  Research  and  experimentation. 

8.  Environmental  health  and  agricultural 
interests. 


Clearly,  the  management  responsibilities  of  the 
various  groups  overlapped  into  a  second  or  even 
third  category.  This  categorization  was  designed  to 
identify  the  respective  groups  by  what  appeared  to 
be  their  major  management  focus.  One  objective  of 
this  categorization  was  to  ascertain  if  the  data 
utilized  and  the  data  preferred  were  significantly 
different  according  to  the  responsibilities  of  the 
various  user  groups.  In  some  cases,  therefore, 
responses  were  included  in  two  categories. 

Data  needs  showed  equal  weighting  by  users  in 
regards  to  their  reliance  on  floral,  faunal,  and 
physical  area  features.  There  was  no  difference 
demonstrated  among  the  management  groups 
except  that  the  water-related  management  groups 
expressed  preferential  dependence  on  physi- 
cal data.  Answers  to  questions  on  environmental 
data  needs  may  be  ranked  into  data  categories.  The 
most  important  categories  (over  70  percent  in- 
terest) to  users  are  shown  in  Table  1. 

The  user  needs  survey  is  not  being  used  in 
other  characterization  studies  because  it  did  not 
prove  to  be  cost-effective  and  the  required  Office 
of  Management  and  Budget  clearance  causes 
untimely  delays.  It  appears  that  steering  committee 
members  and  FWS  personnel  provide  the  most 
economical  and  effective  means  for  acquiring 
necessary  information  on  user  needs. 


11 


Table  1.   Potential  User's  Interests  by  Data  Category' 


%  of  respondents 

Category 

indicating 
interest 

Habitat  classification 

80.6 

Based  on  dominant  \ 

egetation 

83.3 

Based  on  physical  parameters 

77.8 

Productivity 

80.6 

Dominant  fish 

72.2 

Sport  species 

77.8 

Endangered  species 

77.8 

Food  webs 

75.0 

Salinity  regime 

77.8 

Precipitation 

72.2 

Sediment  type 

75.0 

Soil  type 

72.2 

Water  quality 

86.1 

Industrial  projects 

72.2 

Table  2.      Percent  of  Respondents  Indicating  a  Preference 
for  Various  Data  Presentation  Techniques 


3  Includes  only  categories  in  which  at  least  70%  of  respon- 
dents indicated  interest. 


DATA  PRESENTATION  FORMATS 

The  survey  of  potential  users  of  environmental 
data  indicated  little  preference  for  data  formats. 
Ail  groups  reported  that  they  employ  maps,  charts, 
tables,  and  reports  with  about  the  same  frequency 
and  all  groups  rely  to  a  lesser  extent  on  computer- 
ized information.  The  apparent  tendency  to  de- 
emphasize  computerized  information  may  reflect 
economic  constraints,  limited  computer  access, 
lack  of  valid  data  banks,  or  mistrust  of  computer- 
ized printouts.  In  response  to  the  survey  concern- 
ing preferred  data  presentation  formats,  computer 
tape  and  flow  diagrams  were  again  deemphasized, 
but  maps  were  preferred  (Table  2).  There  was  no 
difference  in  the  format  preferences  among  differ- 
ent management  interests.  However,  the  permit 
and  project  review  group  preferred  a  significantly 
higher  scale  than  presently  available.  For  example, 
representatives  of  the  Galveston  and  Lafayette 
FWS  field  offices  indicated  that  maps  and  photos 
currently  used  are  at  the  1:24,000,  and  1:62,500 
levels  of  resolution.  The  representatives  expressed  a 
desire  to  have  the  information  provided  at  the 
1:2,000  and  1:5,000  levels.  Potential  users  for  the 
other  characterization  studies  have  expressed  essen- 
tially   the    same    type    of   data    format   priorities. 


CONCEPTUAL  MODEL 

Construction  of  a  conceptual  model  of  the  eco-, 
system  was  one  of  the  first  tasks  performed  during 


Data  presentation  techniques 


%  of  respondents 
indicating  preference 


Maps 

88.9 

Tables 

75.0 

Graphs 

75.0 

Narratives 

69.4 

Computer  data  tapes 

33.3 

Flow  diagrams 

27.8 

the  characterization  of  the  Chenicr  Plain.  The 
model  identified,  as  accurately  as  possible,  the  sys- 
tem components  and  their  functional  interactions 
and  regulatory  processes.  The  initial  model  served 
as  a  guide  for  development  of  the  characterization 
and  identified  the  data  that  should  be  assembled 
and  where  the  data  would  be  applied  in  the  charac- 
terization. In  addition  to  functioning  as  a  guide  in 
the  data  collection  effort,  the  model  also  assured 
what  appropriate  focus  would  be  given  to  the  vari- 
ous components  of  the  ecosystem. 

After  the  data  was  assembled,  analyzed,  and 
applied  to  the  appropriate  components,  the  result- 
ing model  served  to  identify  data  gaps  and  provid- 
ed   insight    to    areas    requiring   special    attention. 

The  conceptual  model  of  the  Chenier  Plain  eco- 
system characterization  contained  components, 
flows,  structure,  and  external  forcing  functions  and 
presented  them  in  proper  relationship.  It  further 
provided  the  organizational  framework  for  devel- 
opment of  the  products  of  the  characterization. 
Description,  explanation,  and  prediction  followed 
the  outline  of  the  conceptual  model  so  that  the 
ecosystem,  its  basins,  habitats  or  communities, 
populations,  and  individuals  could  be  elaborated 
more     systematically      in     the     characterization. 

Data,  flow  diagrams,  or  other  forms  of  infor- 
mation proposed  for  inclusion  in  the  characteriza- 
tion were  tested  for  (1)  reliability;  (2)  clarity  of 
content;  (3)  relevance,  i.e.,  identifiability  and 
specificity  of  the  information,  interaction,  etc., 
and  (4)  redundancy.  The  conceptual  model  was 
also  checked   for  organization  and  completeness. 

The  conceptual  models  for  the  other  character- 
ization studies  have  evolved  from  an  initial  guide  to 
data  collection  and  utilization,  to  a  system  of  qual- 
itative ecological  modeling  for  user  orientation. 
This  approach  includes  modeling  ecosystems  by  in- 
corporating generalized  energese  diagrams  with 
coincidental  graphic  displays  that  illustrate  repre- 
sentational ecosystem  cross  sections  and  appropri- 


12 


ate  Holistic  and  faunistic  cliaracters.  Thus  each 
ecosystem  is  introduced  by  a  combinatorial  model 
merging  classic  Odum  energese  symbolism  with 
graphic  (pictorial)  presentations.  This  combination 
should  give  the  wide  range  of  user  groups  a  maxi- 
mimi  understanding  of  each  ecosystem  by  stressing 
the  identification  of  primary  ecosystem  compo- 
nents and  the  relationships  between  these  compo- 
nents. 


AREA  DELINEATION 

The  coastal  zone  in  western  Louisiana  and 
eastern  Texas  is  a  large  integrated  system  which  de- 
veloped during  7,000  years  of  deposition  of  river- 
ine sediments,  mostly  from  the  Mississippi  River, 
coupled  with  the  continual  erosion,  sorting,  re- 
working, and  longshore  transport  of  these  sedi- 
ments by  marine  forces.  The  entire  system  can  be 
functionally  divided  into  two  broad  zones,  the 
eastern  deltaic  plain  and  the  western  Chenier  Plain. 
The  geological  formation  of  the  Chenier  Plain  was 
studied  during  the  characterization  of  this  area  so 
it  coidd  be  demonstrated  that  the  entire  region  is  a 
system,  the  parts  of  which  are  functionally  connec- 
ted by  dynamic  long-temn  physical  processes. 

During  the  characterization  of  the  Chenier 
Plain  ecosystem,  it  was  appropriate  to  delineate  the 
area  into  functional  subsystems.  A  hierarchy  of 
resolution  was  used;  at  the  top  is  the  entire  Chenier 
Plain,  which  consists  of  a  group  of  individual  drain- 
age basins,  each  of  which  is  further  subdivided  into 
distinct  regions  (habitats)  with  characteristic  organ- 
ismal  communities  and  physical  components,  and 
habitats  that  are  further  subdivided  into  individual 
species  units  (Table  3).  Each  higher  level  of  resolu- 
tion obviously  includes  more  detail  (complexity), 
although  increasing  the  detail  in  a  system  model 
does  not  necessarily  confer  more  understanding  of 
the  entire  system. 

As  the  level  of  resolution  is  increased  to  a  small 
system,  the  time  frame  becomes  shorter.  For  ex- 
ample, the  entire  Chenier  Plain  system  evolved  and 
is  changing  on  a  time  scale  of  thousands  of  years, 
keyed  to  such  geological  processes  as  the  periodic 
switching  of  the  Mississippi  River  and  eustatic  (sea 
level)  changes.  Individual  habitats,  on  the  other 
hand,  have  been  affected  by  annual  cycles  of  solar 
energy  flux,  animal  migrations,  etc.,  and  even  were 
radically  altered  by  such  short-term  events  as  storm 
surges  and  local  "eat  outs"  by  geese  or  muskrats. 


Table  3.  Units  within  the  Chenier  Plain  Ecosystem  Hierarchy- 


Basins 


Habitats 


Populations 
and/or  species 


Vermilion  Wetlands 

Mermentau  Impounded  areas 

Chenier  Salt  marsh 

Calcasieu  Brackish  marsh 

Sabine  Intermediate  marsh 

East  Bay  Fresh  marsh 
Swamp  forest 

Aquatic 

Nearshore  gulf 
Inland  open  water 

Ridges 
Beach 
Cheniers,  natural 

levees,  Pleistocene 

islands 

Upland  and  manmade 
spoil  areas 

Agriculture 

Rice  and  other  crops 
Pasture 

Urban 


Shrimp 
Menhaden 
Finfish 
Oyster 
Blue  crab 
Crawfish 
Clam 

F'urbearers  and 
other  mammals 


Alligator  and 
other  reptOes 

Bullfrog 

Waterfowl  and 
other  birds 


Each  level  of  the  hierarchy  was  set  in  a  natural 
ecological  context  in  the  characterization  in  keep- 
ing with  the  following  rationale: 

L  The  whole  Chenier  Plain  region  is  unified 
by  a  common  geological  and  climatic  his- 
tory that  explains  its  origins. 

2.  The  drainage  basin  is  the  wetland  analog  of 
the  watershed,  and  it  is  tiie  mc^st  nearly 
self-contained  or  autonomous  ecosystem  of 
the  Chenier  Plain.  It  is  composed  of  a  set  of 
habitats  or  communities  integrated  by  the 
flow  of  water  through  the  basin. 

3.  "Habitats"  or  communities  are  not  as 
sharply  defined.  A  habitat  refers  to  an  or- 
ganized unit  that  has  characteristics  in  addi- 
tion to  its  individual  and  population  com- 
ponents and  it  functions  as  a  unit  through 
coupled  metabolic  transformations. 

4.  Populations  of  individual  species  are  intui- 
tively unique.  The  organisms  have  a  com- 
mon gene  pool,  and  harvest  statistics  are 
usually  reported  by  species.  Individual 
species  often  occur  in  a  number  of  differ- 
ent habitats. 

This  method  for  delineating  study  area  is  being 
used  in  some  of  the  other  characterization  studies 
and  provides  the  framework  for  understanding  the 
functional  relationships  within  an  ecosystem. 
However,  other  methods  are  also  being  explored. 


13 


LAND  USE  DATA  AND  TYPE  MAPPING 

Previous  studies  had  proven  the  usefulness  of 
remote  sensing  techniques  for  coastal  mapping. 
They  had  also  proven  this  tool  to  be  cost-effective, 
efficient,  and  relatively  accurate.  The  degree  of  ac- 
curacy, however,  depended  upon  the  resolution  de- 
sired. Techniques  tested  in  devising  a  methodology 
suitable  for  ecological  characterization  were 
Landsat  imageiy,  black  and  white  photographs, 
infrared  imagery,  aerial  and  ground  obsen'ations, 
and  various  combinations  of  these. 

Landsat  imagery  was  tested  with  the  most 
sophisticated  equipment  available  at  Bendix  Cor- 
poration, Ann  Arbor,  Michigan  and  National  At- 
mospheric and  Space  Administration,  Slidell,  Lou- 
isiana. Training  sites  were  adequately  identified  by 
ground  truth  to  identify  spectral  signatures  dis- 
played on  Landsat  imager^'.  Maps  were  quickly 
generated  by  this  procedure  in  pilot  study  areas 
and  quantitative  data  were  displayed  according  to 
the  frequency  of  various  signatures. 

Resolution  appeared  to  be  within  acceptable 
limits.  However,  checks  of  the  maps  generated  in 
this  manner  revealed  that  there  was  not  always  a 
distinct  signature  for  each  habitat;  consequently, 
map  displays  sometimes  differed  significantly  from 
actual  conditions. 

Coastal  marshes  make  up  a  large  portion  of  the 
Chenier  Plain  and  they  contain  a  wide  array  of 
plant  species  varying  in  composition,  density,  and 
growth  stage.  These  differences  could  not  be  ade- 
quately categorized  from  Landsat  scenes,  as  re- 
quired for  the  characterization  process. 

The  procedure  that  proved  most  desirable  is 
similar  to  that  currently  used  for  the  National  Wet- 
land Inventory  being  conducted  by  the  Fish  and 
Wildlife  Sei^vice.  This  procedure  requires  a  combi- 
nation of  data  obtained  from  infrared  imagery  and 
other  aerial  surveys.  Aerial  sui"veys  by  persons  able 
to  identify  plant  types  from  low-level  flights  over 
the  area  are  a  strategic  part  of  this  type  mapping. 
This  procedure,  coupled  with  land-use  mapping 
from  black  and  white  photographs,  produced  data 
with  accuracy  satisfactory  lor  characterization 
purposes.  Also,  this  procedure  proved  to  be  more 
cost-effective  than  all  other  adequate  procedures 
tested. 

PILOT  STUDY 

The  overall  objective  of  the  pilot  study  was  to 
gather  sufficient  information  to  develop  a  "mini- 


atlas,"  which  was  used  by  project  reviewers  and 
others  to  evaluate  a  "finished"  product  with  re- 
spect to  the  cost  effectiveness  of  specific  methods 
used,  and  the  usefulness  of  the  information  to 
prospective  users.  In  addition,  it  provided  oppor- 
tunities for  the  researchers  to  correct  any  misjudg- 
ments  and  possibly  give  insight  to  new  methods. 
Data  processing  included  investigation  of  data 
availability,  collection,  coding,  analysis,  and  pre- 
sentation. Data  gaps  were  identified  and  filled 
where  possible. 

Criteria  initially  used  for  selection  of  the  pilot 
study  area  included  that  the  area  be  large  enough 
and  variable  enough  to  be  representative  of  the 
problems  encountered  over  the  entire  Chenier 
Plain,  and  that  previous  investigations  completed  in 
the  area  would  provide  adequate  background  data 
for  characterization.  Those  involved  in  the  actual 
choosing  of  the  site  deemed  that  these  criteria 
alone  were  insufficient  to  permit  a  final  decision. 
Other  criteria,  therefore,  had  to  be  considered.  In 
brief,  some  of  these  additional  factors  used  were: 

1 .  A  representative  display  of  habitats  was  lo- 
cated within  the  area. 

2.  A  major  urban  complex  was  located  within 
the  basin. 

3.  Prevalence     ot    petro-chemiciil    industries. 

4.  Diversified  fisheries  and  wildlife  resources. 

The  pilot  study  concept  proved  to  be  an  effec- 
tive part  of  the  characterization  process.  It  met  the 
primary  objective  of  providing  a  preliminary  for- 
mat which  could  be  reviewed  and  modified  to 
maximize  the  effectiveness  of  the  final  product  in 
meeting  needs  of  user  groups. 


CHARACTERIZATION  STUDY 

The  general  structure  developed  for  the  pilot 
study  was  used  for  the  characterization  atlas.  This 
facilitated  assessment  and,  to  some  degree,  made 
known  what  could  be  expected  in  the  final  charac- 
terization atlas.  Results  were  presented  in  several 
forms;  maps,  figures,  tables.  The  written  portion  of 
the  atlas  was  designed,  to  the  extent  possible,  to 
stimulate  the  use  of  the  material  by  resource  man- 
agers. 

Drafts  of  the  atlas,  maps,  and  other  documents 
that  are  considered  as  the  final  products  of  the 
Ecological  Characterization  of  the  Chenier  Plain 
are  being  reviewed  and  revised,  and  should  be  pub- 
lished during  1978. 


14 


THE  USE  OF  A  PILOT  STUDY  IN  DEFINING  CHARACTERIZATION 
PROCEDURES  AND  PRODUCTS-COOS  BAY,  OREGON 


Jay  F.  Watson/  Charles  M.  Proctor,^  and  Robert  L.  Holton^ 


INTRODUCTION 

In  1804,  when  Captains  Meriweather  Lewis  and 
William  Clark  began  their  historic  expedition  to  the 
Pacific  Ocean,  they  carried  with  them  an  extraordi- 
nary document,  a  copy  of  President  Thomas  Jeffer- 
son's instructions  to  them  (Cutright  1969).  Presi- 
dent Jefferson  directed  Lewis  and  Clark  to  observe: 

.  .  .  climate  as  characterized  by  the  thermom- 
eter, by  the  proportion  of  rainy,  cloudy,  and 
clear  days,  by  lightning,  hail,  snow,  ice,  by  the 
access  and  recess  of  frost,  by  the  winds  prevail- 
ing at  different  seasons,  the  dates  at  which  par- 
ticular plants  put  forth  or  lose  their  flowers,  or 
leaf,  times  of  appearance  of  particular  birds,  or 
reptiles,  or  insects  (Thwaites  1904). 

Their  expedition  coOected  an  incredible  amount 
of  information  concerning  botany,  zoology,  car- 
tography, meteorology,  and  ethnology.  Much  of 
their  information  was  collected  at  Fort  Clatsop 
near  the  mouth  of  the  Columbia  River. 

The  U.S.  Fish  and  Wildlife  Service's  (FWS) 
Pilot  Study  for  the  Ecological  Characterization  of 
the  Pacific  Northwest  Coastal  Region,  although  not 
of  the  historical  significance  of  the  Lewis  and  Clark 
expedition,  has  many  similar  characteristics. 

The  Service's  study  is  a  two-year  effort.  The 
Lewis  and  Clark  expedition  took  two  years  and 
four  months  to  complete.  The  expedition's  en- 
campment at  Fort  Clatsop  was  only  part  of  their 
total  project.  The  Pilot  Study  at  Coos  Bay  is  just  a 
part  of  the  total  characterization  process. 

Secondly,  the  expedition's  objective  was  to 
reach  the  Pacific  Ocean.  The  FWS's  objective  is  to 
characterize  the  Pacific  Northwest  coastal  region 
from  Cape  Flattery,  Washington,  to  Cape  Mendo- 
cino, California.  Their  objective  was  approximately 
in  the  center  of  our  study  area. 

Ipish  and  WUdlife  Service,  U.S.  Dept.  of  the  Interior,  Portland, 
Ore.   97232. 

^Ryckman,  Edgerly,  Tomlinson,  and  Associates,  Envirodyne  Engi- 
neers, Bellevue,  Wash. 

Dept.  of  Oceanography,  Oregon  State  Univ.,  Corvallis,  Ore. 


Thirdly,  it  was  hoped  that  the  Lewis  and  Clark 
expedition  would  be  the  first  of  a  continuing  effort 
in  the  far  west.  The  Pilot  Study  of  Coos  Bay  is  the 
first  of  10  units  in  the  process  to  characterize  the 
Pacific  Northwest  coastal  region. 

Fourth,  Captains  Lewis  and  Clark  were  given  a 
general  set  of  instructions  by  President  Jefferson 
with  which  to  guide  their  data  collecting  efforts. 
The  FWS  contractor  has  also  been  given  a  general 
set  of  instructions  to  guide  the  characterization  ef- 
fort. History  will  have  to  teD  us  if  the  FWS  writes 
instructions     the     way    President    Jefferson    did. 

And  last,  Lewis  and  Clark  were  directed  to 
"characterize"  the  route  they  traveled,  i.e.,  to  pick 
out  the  significant  things,  the  important  items  that 
separated  one  area  from  another.  For  example, 
while  at  Fort  Clatsop,  Lewis  and  Clark  noted  the 
dominant  plants  and  animals.  The  characterization 
is  also  attempting  to  pick  out  or  define  the  impor- 
tant features  of  the  area. 

As  an  additional  comment,  there  is  one  major 
difference  between  the  Lewis  and  Clark  expedition 
and  FWS  effort.  The  Lewis  and  Clark  expedition 
cost  $38,722.25  (Jackson  1977).  The  characteriza- 
tion   study   will    cost   approximately   12   times  as 

much. 

A    characterization    may    be    defined    as:    A 

study  to  obtain  and  synthesize  available  environ- 
mental data  and  provide  an  analysis  of  functional 
relationships  and  dynamics.  The  final  products 
from  a  characterization  will  include:  (1)  a  concep- 
tual model,  (2)  a  characterization  atlas  with  narra- 
tive text,  figures,  tables,  and  charts,  and  (3)  a  data 
source  appendix.  An  intermediate  step  in  this  pro- 
cess is  a  "Pilot  Study"  or  test  characterization 
which  is  the  subject  of  this  paper. 

It  is  the  mission  of  the  FWS  to  conserve,  pro- 
tect, and  enhance  fish  and  wildlife  and  their  habi- 
tat for  the  benefit  of  the  people  of  the  United 
States.  In  order  to  carry  out  this  mission,  the  FWS 
is  authorized  or  required,  among  other  things,  to 
conduct  investigations,  surveys,  and  research.  An 
Ecological  Characterization  of  the  Pacific  Northi 


15 


west  Coastal  Region  is  one  of  the  investigations 
that  is  being  conducted  to  meet  these  responsibili- 
ties. 

The  study  area,  extending  from  Cape  Flattery, 
Washington,  to  Cape  Mendocino,  California,  and 
from  the  crest  of  the  coast  range  to  the  200-m  con- 
tour line  of  the  Pacific  Ocean  is  an  area  of  high  fish 
and  wildlife  values.  To  help  maintain  these  values 
the  Sei"vice  operates  eight  wildlife  refuges  along  the 
California,  Oregon,  and  Washington  coast.  These 
National  Wildlife  Refuges,  including  Oregon  Island, 
Three  Arch  Rocks,  Lewis  and  Clark,  Columbia 
White-tailed  Deer,  Willapa,  Copalis,  Quillayute  Nee- 
dles, and  Flattery  Rocks,  provide  habitat  for  water- 
fowl, shorebirds,  endangered  species,  and  seabirds. 
In  addition,  the  FWS  is  active  in  reviewing  and 
commenting  upon  proposed  activities  that  could 
cause  adverse  impacts  upon  fish  and  wildlife  and 
their  habitats  in  the  coastal  region.  The  FWS  is  also 
concerned  about  the  possible  impacts  of  energy 
development  projects  upon  the  area.  These  projects 
include  foreign  oil  imports,  Alaskan  oil  tranship- 
ment, liquified  natural  gas  import,  petrochemical 
industry  development,  and  Outer  Continental  Shelf 
activities.  The  Coos  Bay  Unit  was  selected  as  a 
Pilot  Study  because  it  is  representative  of  the  area 
in  habitat  diversity,  resources,  and  development. 

The  Coos  Bay  Unit  includes  all  of  the  major 
components  that  were  included  in  the  first  product 
of  study,  the  conceptual  model.  The  unit  contains 
agricultural,  recreational  and  commercial  develop- 
ments, logging,  light  industry,  shipping,  fisheries, 
and  undeveloped  areas.  It  was  the  opinion  of  the 
FWS  and  our  contractor  that  the  Coos  Bay  Unit 
would  provide  the  kind  of  information  and  prob- 
lems necessary  to  test  the  characterization  process. 
The  point  of  conducting  the  Pilot  Study  was  to  pro- 
vide an  example  of  the  framework,  data  collection 
and  coverage,  map  resolution,  and  synthesis  of  in- 
formation that  the  contractor  proposes  to  use  in 
the  final  products.  The  success  of  this  effort  will 
probably  not  be  fully  apparent  until  the  entire 
characterization  is  complete. 

METHODS 

The  Ecological  Characterization  o{  the  Pacific 
Northwest  Coastal  Region  is  being  conducted 
under  contract  by  Ryckman,  Edgcrley,  Tomlinson, 
and  Associates,  a  St.  Louis,  Missouri,  consulting 
firm  with  offices  in  Bellevuc,  Washington,  and  San 
Jose,  California.  They  are  being  aided  in  the  study 
by  two  subcontractors  and  several  consultants.  Dr. 


Charles  Proctor  is  the  Project  Manager,  Mr.  John 
Garcia  is  Technical  Director,  and  Dr.  Robert  Holton 
is  the  Technical  Coordinator  for  the  Oregon  area  of 
the  characterization.  Dr.  Jay  Watson  is  Project 
Officer  for  the  FWS. 

For  the  Pilot  Study,  basic  guidelines  have  been 
developed  for  the  preparation  of  products.  First, 
we  have  defined  our  user.  It  was  stated  early  in  the 
project  that  our  target  user  was  an  FWS  -  Ecological 
Services  field  biologist. 

Although  we  want  the  characterization  to  be 
aimed  primarily  at  FWS  biologists,  the  characteri- 
zation must  also  be  acceptable  to  a  wide  range  of 
users.  In  an  attempt  to  meet  this  guideline  we  have 
included  and  are  continuing  to  include  several  Fed- 
eral, State,  and  local  agencies  in  the  review  process. 
In  addition,  we  are  attempting  to  provide  enough 
information  in  the  text  so  that  anyone,  given  the 
time  and  interest,  can  understand  all  aspects  of  the 
characterization.  For  example,  if  we  take  a  concep- 
tual model  of  the  external  factors  important  in 
understanding  an  eelgrass  (Zostera  spp.)  communi- 
ty, and  present  it  without  clearly  developing  an  un- 
derstanding of  the  energy-mass  flow  symbols  used 
in  the  model,  it  is  not  of  a  great  deal  of  use  to  our 
field  biologists  or  other  people  who  may  wish  to 
use  the  conceptual  model.  However,  if  we  take  the 
user  through  an  exercise  in  using  the  various  sym- 
bols, developing  the  vocabulary  and  syntax  of  this 
new  language  in  a  structured  manner,  then  the  con- 
ceptual mt)del  becomes  a  useful  product.  That  is,  if 
we  move  progressively  through  our  conceptual 
model  from  a  pictoral  representation  of  a  simplified 
hydrologic  cycle  to  a  general  energy-mass  flow  dia- 
gram to  a  more  detailed  energy-mass  flow  diagram, 
we  think  the  user  can  more  easily  understand  the 
special  language  of  the  diagrammatic  models  of  the 
ecosystems  processes. 

The  conceptual  model  is  used  as  a  template  or 
guide  for  data  collection.  The  conceptual  model 
was  completed  with  the  intention  that  it  would 
lead  to  a  structured  collection  and  synthesis  of  ex- 
isting information  for  the  pilot  study  and  the  rest 
of  the  characterization.  For  example,  there  is  a 
great  deal  of  information  available  concerning  the 
distribution  of  zinc  in  the  lower  Columbia  River  and 
Willapa  Bay,  Washington.  However,  all  of  the  mod- 
els to  date  seem  to  indicate  that  zinc  distribution 
data  are  not  a  key  factor  in  our  understanding  of 
the  structure  and  function  of  coastal  ecosystems.  If 
we  were  not  careful,  however,  we  could  have  spent 
a  great  deal  of  time  trying  to  work  the  zinc  infor- 
mation into  our  analysis. 


16 


The  text  of  the  characterization,  or  in  this  case 
the  text  for  the  pilot  study,  is  to  start  at  the  begin- 
ning or  at  some  point  near  the  beginning  in  our  un- 
derstanding of  a  particular  process  or  system.  Dr. 
Tim  Joyner,  a  consultant  on  this  project  who  is 
writing  the  section  concerning  geologic  processes, 
located  a  discussion  by  William  Maclure  which 
seems  to  establish  a  base  for  further  analysis.  Mac- 
lure's  observations  (1817)  seems  to  give  us  a  starting 
point  for  our  discussion  of  the  geologic  processes 
for  the  Coos  Bay  Pilot  Study.  Another  starting 
point  that  was  selected  for  the  discussion  of  Trophic 
Structures  was  Lindeman's  analysis  of  The  Trophic- 
Dynamic  Aspect  of  Ecology  (Lindeman  1942). 

Whether  we  like  to  admit  it  or  not,  most  of  the 
information  transferred  within  the  FWS  and  from 
the  Service  to  other  agencies  is  in  black  and  white 
and  reproduced  on  copying  machines.  Therefore, 
to  obtain  the  greatest  long-term  use  of  the  maps 
and  other  graphic  materials  being  produced  for  the 
characterization,  we  are  using  black  and  white.  The 
pilot  study  contains  several  different  approaches  to 
information  presentation,  and  the  reviewers  are  se- 
lecting the  ones  that  they  consider  the  most  useful. 
Furthermore,  we  are  attempting  to  avoid  oversized 
documents  by  fitting  most  of  our  information  on 
8'/2-by-l  1-inch  pages.  A  few  foldout  pages  have  been 
included,  which  are  11  by  17  inches. 

One  of  the  most  perplexing  problems  in  com- 
pleting the  pUot  study  of  Coos  Bay  has  been  to 
match  the  depth  or  extent  of  information  coverage 
with  manpower.  Actual  data  collection  and  analy- 
sis for  the  Coos  Bay  Watershed  Unit  (one  of  10 
units  to  be  characterized)  began  on  1  June  1977, 
and  was  completed  4  months  later  on  30  Septem- 
ber 1977.  If  4  months  are  required  for  each  water- 
shed, we  will  not  complete  the  project  by  the 
scheduled  completion  date  of  December  1978. 
However,  we  think  that  future  units  will  be  com- 
pleted more  rapidly  because  the  conceptual  model 
has  been  refined  using  actual  data,  the  graphics  and 
format  will  stabilize,  and  the  amount  of  information 
required  for  each  new  unit  will  decrease  as  the  proj- 
ect nears  completion. 

For  example,  the  FWS  is  providing  the  wetland 
maps  for  the  Pilot  Study  area  and  also  for  the  en- 
tire characterization  area.  Our  first  efforts  on  the 
Coos  Bay  Unit  took  approximately  1.5  man-months 
to  locate  and  delineate  the  wetlands  found  within 
the  five  quadrangle  maps  that  make  up  the  unit. 
The  process  of  wetland  mapping  proceeds  as  fol- 
lows: 

1.    Aerial  photographs  obtained; 


2.  Field  reconnaissance  of  the  study  area  com- 
pleted; 

3.  Classification  and  delineation  of  wetlands 
completed  according  to  the  FWS  Classifi- 
cation System;  and 

4.  Field  check  sites  as  necessary. 

During  our  initial  effort  on  Coos  Bay  the  pho- 
tographs were  delineated  and  then  17  sites  were 
checked.  One  major  problem  was  identified  during 
these  checks;  mapping  conventions  must  be  well 
established.  For  example,  originally  the  photointer- 
preters  were  using  tidegates  as  the  head  of  high  tide. 
Ground  checks  indicated  that  about  half  of  the 
tidegates  were  inoperable  and  that  head  of  tide  was 
actually  further  upstream.  The  mapping  conven- 
tion that  was  chosen  to  remedy  this  mapping  prob- 
lem was  modified  from  a  definition  in  Oregon  Es- 
tuaries (Oregon  Division  of  State  Lands  1973).  The 
head  of  tide,  as  we  are  defining  it  now,  is  a  point  of 
continuous  diking  along  the  river  edge  where  the 
tideland  narrows  to  a  width  of  approximately  6  to 
9  m  (20  to  30  ft). 

Now  that  the  first  set  of  wetland  maps  has 
been  produced,  we  believe  that  the  effort  required 
for  future  mapping  can  be  greatly  reduced.  Ground 
truth  sites  can  probably  be  reduced  from  17  to  10 
or  less  and  the  final  field  checks  eliminated  entirely. 
We  believe  that  the  mapping  effort  will  be  0.5  man- 
month  per  unit  as  opposed  to  1.5  man-months  re- 
quired for  the  Coos  Bay  Unit. 


CONCLUSION 

What  have  we  learned  from  the  Pilot  Study  of 
Coos  Bay,  Oregon?  Although  we  have  just  com- 
pleted the  pilot  study,  it  appears  that: 

1.  The  conceptual  model  is  a  suitable  frame- 
work for  data  collection; 

2.  The  contractor  has  adequate  manpower  to 
complete  the  characterization  on  schedule; 

3.  The  depth  of  coverage  is  sufficient  for  an 
understanding  of  functional  relationships 
and  dynamics  of  the  processes  described  in 
the  characterization;  and 

4.  The  amount  of  information  collected  is  not 
so  extensive  that  it  cannot  be  synthesized 
into  a  comprehensible  document. 

However,  there  are  also  some  problems  that 
have  been  identified  during  the  pilot  study.  One  of 
the  most  persistent  problems  is  showing  the  rela- 
tionship between  natural  resources  and  socioeco- 
nomic processes.  We  are  having  difficulty  showing 


17 


just  how  natural  resource  utilization  relates  to 
socioeconomic  processes.  For  example,  if  we  are 
managing  our  natural  resources  effectively,  our  eco- 
nomic activity  should  be  dictated  by  the  resources 
available.  If  on  the  other  hand,  we  cannot  identify 
important  processes  or  the  levels  of  resources  avail- 
able, then  economic  activity  is  probably  dictating 
the  rate  of  utilization.  That  is,  are  we  cutting  trees 
faster  than  we  are  growing  them?  In  any  event,  the 
information  contained  in  the  conceptual  model 
and  the  pilot  study  does  not  clearly  show  the  rela- 
tionship between  man's  activities  and  the  natural 
resource  base.  It  is  hoped  that  during  the  course  of 
this  project  we  will  be  able  to  improve  our  under- 
standing of  this  relationship. 

Another  problem  that  has  become  apparent  in- 
volves the  various  ecosystem  models.  For  example, 
the  different  systems  vary  with  high  and  low  tides, 
night  and  day,  summer  and  winter,  and  high  and 
low  flows.  We  are  looking  over  various  options  that 
could  be  used  to  modify  the  models  to  show  these 
variations. 

REFERENCES 

Cutright,  P.  R.  1969.  Lewis  and  Clark:  Pioneering 
naturalists.  University  of  Illinois  Press,  Urbana. 
506  pp. 

Jackson,  D.,  ed.  1977.  Letters  of  the  Lewis  and 
Clark  expedition  with  related  documents, 
1783-1854.  University  of  Illinois  Press,  Urbana 
(cited  in  Cutright,  1969). 

Lindeman,  R.  L.  1942.  The  trophic-dynamic  aspect 
of  ecology.  Ecology  23:399-418. 

Maclure,  W.  1817.  Observations  on  the  geology 
of  the  United  States  of  America  with  some 
remarks  on  the  nature  and  fertility  of  soils  by 
the  decomposition  of  the  different  classes  of 
rocks;  and  an  application  to  the  fertility  of 
every  state  in  the  Union  in  reference  to  accom- 
panying geologic  map.  Read  as  a  memoir 
before  the  Am.  PhUos.  Soc.  and  inserted  in  the 
first  volume  of  their  Transactions,  New  Series- 
Philadelphia. 

Oregon  Division  of  State  Lands.  1973.  Oregon 
estuaries,  Portland,  Oregon,  n.p. 

Thwaites,  R.  G.,  ed.  1904-5.  Original  journals  of 
the  Lewis  and  Clark  expedition.  Dodd,  Mead 
and.Co.  New  York.  8  vols  (cited  in  Cutright, 
1969). 


18 


USER-ORIENTED  CONCEPTUAL  MODELING  IN 

THE  ECOLOGICAL  CHARACTERIZATION  OF  THE  SEA  ISLANDS 

AND  COASTAL  PLAIN  OF  SOUTH  CAROLINA  AND  GEORGIA 

JohnJ.Manzi^  and  Robert  J.  Reimold^ 


INTRODUCTION 

The  Division  of  Marine  Resources,  South 
Carolina  Wildlife  and  Marine  Resources  Depart- 
ment, began  work  in  February  1977  on  an  eco- 
logical characterization  of  the  sea  islands  and 
coastal  areas  of  South  Carolina  and  Georgia.  This 
work  is  under  contract  to  the  U.S.  Fish  and  Wild- 
Hfe  Service  and  has  as  its  principal  goal  "a  descrip- 
tion of  the  important  components  and  processes 
comprising  (sea  island)  ecosystems  and  an  under- 
standing of  their  important  functional  relation- 
ships" (Palmisano,  1978).  The  final  products  of 
the  characterization  include  (1)  a  conceptual 
model  which  identifies  system  components  and 
their  interactions;  (2)  a  characterization  atlas 
which  illustrates  through  graphs,  pictorials,  tables, 
and  maps  the  socioeconomic,  physical,  and  bio- 
logical aspects  of  the  study  area;  (3)  a  characteriza- 
tion narrative  and  bibliography  which  summarizes 
available  published  and  unpublished  data  on  the 
study  area;  and  (4)  a  data  appendix  containing  un- 
published data  used  in  the  characterization  effort 
(U.S.  Department  of  the  Interior,  Fish  and  Wildhfe 
Service,  RFP  FWS-8-206,  25  June  1976).  These 
products  should  provide  essential  information  to 
decisionmakers  concerning  proposed  or  existing 
perturbations  in  the  coastal  areas  of  South  Carolina 
and  Georgia.  In  addition,  the  characterization 
should  also  indicate  where  serious  data  gaps  exist 
and  perhaps  place  priorities  on  the  direction  of 
future  research. 

The  conceptual  model,  as  originally  outlined 
by  the  U.S.  Fish  and  Wildlife  Service  (RFP  FWS- 
8-206),  was  to  function  primarily  as  an  instrument 
to  assist  in  collection  and  organization  of  data.  In 
this  context,  the  model  would  form  a  framework 
of  the  coastal  ecosystems  indicating  principal  com- 
ponents and  the  relationships  between  them.  The 
model  would  then  act  as  a  guide  to  project  partici- 

Marine  Resources  Research  Institute,  Charleston,  S.C.   29412 
■'Georgia  Department  of  Natural  Resources,  Brunswick,  Ga.   31520 


pants  in  their  individual  assignments  and  thus 
provide  the  cohesion  necessary  to  produce  a  uni- 
form and  consistent  characterization.  In  practice, 
the  conceptual  model  for  the  ecological  characteri- 
zation of  the  coastal  areas  of  South  Carolina  and 
Georgia  has  evolved  into  a  user-oriented- (rather 
than  producer-oriented)  guide  to  the  coastal  eco- 
systems characterization  products  (narrative,  atlas, 
and  data  appendix).  The  present  paper  traces  this 
evolution  and  describes  the  model/user  package 
concept  adopted  for  the  sea  island  characterization 
project. 

CONCEPTUAL  MODELING- 
INITIAL  PROPOSAL 

In  August  1976,  the  Division  of  Marine  Re- 
sources, South  Carolina  Wildlife  and  Marine  Re- 
sources Department,  responded  to  RFP  FWS-8- 
206  with  a  proposal  to  develop  a  comprehensive 
ecological  characterization  of  the  sea  islands  and 
coastal  plain  of  South  Carolina  and  Georgia.  In  this 
document  we  proposed  a  schedule  of  ecosystem 
modeling  strongly  based  in  systems  analysis  (Dale 
1970).  The  model  we  initially  proposed  to  develop 
was  to  serve  four  primary  functions:  (1)  orderly 
accumulation  of  knowledge  about  the  ecosystem; 
(2)  synthesis  of  this  knowledge  into  functional 
relationships;  (3)  definition  of  areas  in  need  of  fur- 
ther study;  and  (4)  systems  analysis  for  planning 
and  management  of  resource  utilization  and  con- 
servation. Thus,  it  would  indicate  what  data  are  to 
be  collected  and  where  they  would  be  used  in  the 
actual  characterization. 

The  model  was  to  be  characterized  by  four 
basic  elements:  compartments,  flows  between 
entities,  major  inputs  or  external  driving  forces, 
and  major  outputs  or  products.  The  compartments 
would  identify  major  entities  and  sets  within  enti- 
ties. In  principal  subsystems,  the  compartments 
would  identify  habitats  and  then  major  storage 
areas  (biotic  and  abiotic)  within  the  subsystems. 
Major  driving  forces  (inputs)  and  products  (outputs) 


19 


would  be  used  to  bidance  flows  within  the  model 
and  to  identify  primary  areas  of  concern  for 
management  and  development  activities. 

We  proposed  to  illustrate  the  model  with 
Forrester  Diagrams,  foUowing  the  pattern  adapted 
by  the  IDOE-CITRE  group  in  their  proposal 
(1972).  The  units  of  the  compartments  and  flows 
would  change  in  relationship  to  the  subsystem 
under  study,  i.e.,  gC/m"^  for  energy  flows, 
mg/m  /yr  for  nutrient  flows,  etc.  Because  the 
Forrester  Diagrams  (Forrester  1961)  would  quickly 
become  unmanageable  in  an  ecosystem  as  complex 
as  sea  islands,  each  set  within  each  subsystem  was 
to  be  treated  independently.  The  subsystems 
would  then  be  abbreviated  when  combined  to  form 
the  principal  model.  It  would  thus  be  possible  to 
maintain  a  manageable  matrix  for  the  ecosystem 
model  as  a  whole  and  still  have  high  resolution  as 
each  major  entity  is  encountered. 

In  practice,  the  major  entities  (habitats)  incor- 
porated into  the  sea  island  ecosystem  model  would 
include,  but  not  be  limited  to,  the  following:  off- 
shore euhaline,  inshore  euhaline,  ocean  beach  (in- 
cluding shifting  dunes),  stable  dunes,  maritime 
forest,  pine  forest,  coastal  plain,  marsh  (including 
tidal  creeks,  river  beaches,  mud  flats,  freshwater 
marsh,  brackish  water  marsh,  salt  marsh,  high 
marsh,  low  marsh,  marsh  impoundments),  fresh- 
water, and  estuary.  Within  each  subsystem  the 
principal  physical,  chemical,  geological,  and  bio- 
logical entities  would  be  compartmentalized.  For 
example,  in  modeling  the  chemical  processes  of  an 
estuary,  the  important  variables  would  include 
salinity  (as  an  index  of  mixing  and  a  habitat 
determinant),  temperature,  concentration  of  dis- 
solved oxygen,  pH,  alkalinity,  concentrations  of 
organic  materials  (dissolved  and  particulate), 
nutrient  levels,  concentrations  of  certain  metals, 
etc.  Biological  modeling  within  subsystems  such  as 
estuaries  would  not  proceed  to  the  individual 
species  level  but  would  deal  with  spatial  variation 
as  distributed  sources  and  sinks  (Nihoul  1975). 
Biological  subsystems  would  be  comprehensively 
resolved  into  component  biotic  subsets  (e.g.,  phyto- 
plankton,  zooplankton,  nekton,  benthos,  etc.)  and 
linked  through  major  variables  (nutrients,  carbon, 
etc.)  within  the  system.  In  addition,  external  driv- 
ing forces  (temperature,  salinity,  light,  alloch- 
thonous  materials,  etc.)  for  each  subset,  and  export 
links  to  other  subsets  or  subsystems,  would  be 
identified.  The  final  model  was  envisioned  as  a 
block  diagram  with  blocks  representing  the  major 
components  and  lines  indicating  flows  (of  carbon. 


energy,  etc.)  from  one  component  to  another  and 
the  relationships  between  subsystems  (Patten  1971; 
Odum  and  Odum  1972). 


CONCEPTUAL  MODELING- 
INTERIM  PROCEDURE 

The  above  protocol  for  conceptual  modeling 
was  initiated  in  February  1977.  However,  we 
quickly  found  that  these  models  actually  had  oiily 
narrow  application  to  the  project.  Also,  it  became 
apparent  that  the  list  of  major  entities  (habitats)  to 
be  incorporated  into  the  ecosystem  model  would 
have  to  be  revised.  The  revision  was  accomplished 
by  using  a  synthesis  of  aquatic  and  terrestrial 
terminology  and  the  U.S.  Fish  and  Wildlife  Service's 
Interim  Classification  of  Wetlands  and  Aquatic 
Habitats  of  the  United  States  (Cowardin  et  al. 
1976).  This  synthesis  resulted  in  the  identification 
of  seven  primary  systems  (marine,  estuarine, 
riverine,  palustrine,  lacustrine,  maritime,  and 
upland  to  be  modeled  encompassing  a  total  of  32 
major  subsystems  (fig.  1).  Various  subsystems  will 
also  be  modeled.  The  ecosystem  models  were 
to  be  used  to  identify  system  components  and  to 
structure  them  into  an  expanded  subject  outline 
for  the  characterization. 

The  value  of  the  conceptual  model  in  relating 
functional  interactions  and  regulatory  processes,  as 
well  as  identifying  system  components,  prompted 
us  to  pursue  models  which  could  be  integrated 
with  the  characterization  atlas  and  narrative.  There 
the  models  would  present  a  preface  summary  of 
each  ecosystem  and  also  function  as  a  user  tool  in 
understanding  the  impact  of  impingments  or 
perturbations  on  system  components.  To  perform 
as  part  of  a  user  package,  the  complexity  of  the 
master" models  would  often  be  dissected  into  sub- 
system models  or  submodels.  Submodels  are 
generally  divided  into  four  formats: 

1.  Terrestrial  or  hydrological  submodels  (soil 
types,  elevation,  wind,  wave  action,  cur- 
rents, tidal  action,  dispersed,  diffusion, 
etc.); 

2.  Environmental  quality  submodels  (physical 
states,  chemistry,  etc.); 

3.  Microbiological  submodels  (viruses,  bac- 
teria, fungi,  microscopic  algae,  and  inverte- 
brates); and 

4.  Macrobiological  submodels  (macroscopic 
plants  and  animals,  population  dynamics, 
etc.).  These  submodels  are  rarely  indepen- 


20 


MARINE  (M) 

Subtidal   Systems 
—  Coastal   Waters  ( I ) ' 


ESTUARINE    (E) 

Subtidol    Systems 
—  Open  Waters    and   Boys   (  I 


RIVERINE    (R) 

'-tLow  Gradient  Reach 
— Open    Waters  (  I  ) 


^Tidal    Reach 

Subtidal    Systems 
—  Open  Waters   (4) 


PALUSTRINE    (P) 


LACUSTRINE    (L) 

■Profundol 

— Natural   Lakes    and 
Reservoirs  (  I  ) 

•Littoral 


-Nalurol   Lokes   and 
Reservoirs 


(WETLANDS) 

-intertiddl    Systems 

L-Beach  (2) 


-Intertiddl    Systems 
-Flats  (2) 
— Impoundments   (3) 
—  Emergent    Wetlands  (4)* 
(salinity   modifier) 

-Emergent  Wetlands    (2) 
-Forested    Wetlands   (3)^^^ 


-Intertiddl    Systems 

—  Ricefield   Impoundments  (5) 
—Forested    Wetlands   (6)- 
'— Emergent    Wetlands  (7) 

-Emergent   Wetlonds   (  I  ) 
-Forested   Wetlands    (2  )  (7) 


-Emergent    Wetlands  (2) 
-Forested    Wetlonds  (3)  (9) 

I Li: 


MARITIME  (M) 

I )   Keys   and   Bonks r 


(3)  Dunes 

(4)  Transition    Shrub- 

(5)  (Maritime   Forest — 


UPLAND  (U) 


(  I  )    Agriculture  — 

(2)   Old  Fields— 

Pine    Forest- 


(4)  Woodlond 

Mixed  Pine/Hcrdw'd- 

(5)  Woodlond- 


•AMIOOO  Marine  Subtidal  Systems  Coastal  Waters 
AIVI2000  Marine  Intertidal  Systems  Beach 

AE1000  Estuarine  Subtidal  Systems  Open  Waters  &  Bays 

AE2000  Estuarine  Intertidal  Systems  Flats 

AE3000  Estuarine  Intertidal  Systems  Impoundments 
*AE4000  Estuarine  Intertidal  Systems  Emergent  Wetlands 
(Salinity  Modifier) 

AR1000  Riverine  Low  Gradient 

AR2000  Riverine  Low  Gradient  Emergent  Wetlands 
*AR3000  Riverine  Low  Gradient  Forested  Wetlands 

AR4000  Rivering  Tidal  Reach  Subtidal  Systems  Open  Waters 

AR5000  Riverine  Tidal  Reach  Intertidal  Systems  Ricefield  Impound- 
ments 

AR6000  Riverine  Tidal  Reach  Intertidal  Systems  Forested  Wetlands 

AR7000  Riverine  Tidal  Reach  Intertidal  Systems  Emergent  Wetlands 

AP1000  Palustrine  Emergent  Wetlands 

AP2000Palustrine  Forested  Wetlands 

•Models  selected  for  Santee  test  characterization. 


AL1000  Lacustrine  Profundal  Natural  Lakes  and  Reservoirs 
AL2000  Lacustrine  Littoral  Emergent  Wetlands 
AL3000  Lacustrine  Littoral  Forested  Wetlands 
TM1000  Maritime  Keys  &  Banks 
TM2000  Maritime  Keys  &  Banks  Beach 
TM3000  Maritime  Dunes 
TM4000  Maritime  Transition  Shrub 
TM5000  Maritime  Forest 
TU1000  Upland  Agriculture 
TU2000  Upland  Oil  Field 
TU3000  Upland  Pine  Forested  Wetland 
•TU4000  Upland  Pine  Forest 
TU5000  Upland  Mixed  Pine/Hardwood  Forest 
TU6000  Upland  Mixed  Pine/Hardwood  Forested  Wetland 
TU7000  Upland  Mixed  Hardwood  Forested  Wetland 
TU8000  Upland  Mixed  Hardwood  Forest 
TU9000  Upland  Mixed  Hardwood  Forested  Wetland 


Figure  1.   Master  models  -  Sea  Island  Characterization 


21 


dent  and  often  overlap   or  partially   fuse. 
The  relative  importance  of  each  submodel 
within  the  ecosystem  model  is,  of  course, 
variable  among  ecosystems.  In  aquatic  and 
wetland  ecosystems  this  submodel  interde- 
pendency    is    epitomized    (Hansen    1975), 
and   submodels  of  major  ecosystems  have 
metamorphosed  into  integrated  subsystem 
models. 
Modeling     biological    systems    or    attempting 
biological  simulation  has  evolved  into  the  concep- 
tualization of  biological  components  and  processes 
against   a   background    of   physical   and    chemical 
variables.    Such   models    are    often   considered    to 
belong  to  one  or  more  of  the  following  hierarchical 
classifications: 

1.  Ecosystem  models; 

2.  Productivity  models; 

3.  Population  models;  and 

4.  Process  models. 

These  are  listed  more  or  less  in  order  of  decreasing 
complexity,  but  no  hard  and  fast  definitions  are 
possible.  In  our  attempt  to  provide  conceptual 
modeling  to  a  user  package,  the  master  models 
(fig.  1)  probably  best  demonstrate  the  ecosystem/ 
process  model  approach  while  submodels  are  more 
often  population/process  model  oriented. 

The  following  display  illustrates  how  we 
expected  the  conceptual  models  to  function  in  the 
user  package.  Figure  2  is  master  model  AE4  (fig.  1), 
a  simplified  ecological/process  model  of  an 
estuarine  intertidal  system— emergent  wetland  with 
salinity  modifiers  (i.e.,  salt  and  brackish  marsh). 
It  is  this  model  to  which  the  user  is  first  directed  in 
order  to  convey  the  physical,  chemical,  and  biologi- 
cal interactions  and  the  primary  driving  forces. 
This  model  is  further  dissected  into  component 
system  submodels:  figure  3,  AE41  (marsh); 
figure  4,  AE42  (water);  and  figure  5,  AE43  (sedi- 
ment). The  user  can  refer  to  the  appropriate  sub- 
model for  specific  information  on  master  model 
components.  For  example,  if  the  user  is  interested 
in  evaluating  the  impact  of  dredge-and-fill  opera- 
tions in  an  estuarine  emergent  wetland,  he  is 
directed  by  the  master  model  to  the  marsh  and 
water  submodel  primary  producer  components.  All 
compartments  in  the  submodels  are  numbered 
(01-99)  and  specific  organisms  can  be  identified  as 
components  by  their  associated  alphanumeric  code 
(see  submodels  tor  specific  examples).  Ecologically 
and/or  numerically  important  species  could  be 
identified  by  this  code  in  the  characterization 
narrative  and  atlas. 


CONCEPTUAL  MODELING- 
CURRENT  APPROACH 

The  interim  procedure  described  above,  while 
attractive  in  theory,  was  extremely  cumbersome  to 
use.  The  total  number  of  master  models  and  sub- 
models needed  for  the  entire  study  area  would 
have  amounted  to  well  over  100  and  the  technique 
for  referencing  key  species  into  the  models  would 
have  resulted  in  thousands  of  manhours  for  cita- 
tion and  annotation  in  the  other  characterization 
products.  In  addition,  the  interim  procedure  did 
little  to  communicate  the  contents  of  the  charac- 
terization products  to  primary  users  (i.e.,  field 
biologists). 

The  present  approach  attempts  to  provide  a 
user-oriented  system  of  access  to  product  informa- 
tion as  well  as  an  ecological  understanding  of  the 
various  habitats  comprising  the  study  area.  The 
modeling  effort  has  been  altered  appreciably  to 
enhance  the  value  of  the  models  as  primary  com- 
ponents of  a  "user  package."  The  materials  con- 
tained in  this  "package"  are  assembled  to  supple- 
ment and  provide  rational  entry  into  the  principal 
products  of  the  characterization  project  (i.e.,  nana- 
tive,  atlas,  data  appendix,  and  bibliography).  The 
package  is  a  user  guide  and  is  composed  of  four 
major  parts:  an  executive  summary,  models, 
habitat  distribution  of  various  species,  and  inter- 
action matrices.  The  executive  summary'  will  pro- 
vide an  introduction  to  characterization  concepts, 
a  brief  summary  of  the  sea  island  ecosystems  and 
general  instructions  for  using  the  package 
components  for  data  search  and  retrieval.  Models 
are  included  to  acquaint  the  reader  with  the  princi- 
pal components  of  each  ecosystem  and  the  extrin- 
sic forces  and  intrinsic  relationships  associated  with 
these  components.  The  models  are  presented  in  a 
diagrammatic  (energese)  and  a  pictorial  mode, 
hence  combinatorial.  The  ecological  sketches  are 
brief  narratives  on  "high  priority"  species,  and 
summarize  their  reproductive  and  cover  require- 
ments, and  impinging  human  activities.  Finally,  the 
interaction  matrices  will  form  the  central  com- 
ponent of  the  user  package.  Each  ecosystem  will  be 
supported  by  a  single  matrix  which  cross-references 
common  environmental  alterations  with  existing 
environmental  characteristics.  Each  intersection  of 
the  matrix  will  thus  provide  appropriate  entry  into 
the  characterization  products. 

The  functional  components  of  the  user  package 
are  the  combinatorial  models,  ecological  sketches, 
and    the   interaction  matrices.  The  combinatorial 


22 


other 
Consumers 


Nutrient 
Regeneration 


-Nl — >- Pollution 

1 


(Modified  from  Day  et  al.  1973) 


Migration 


Figure  2.  Master  Model  AE  4000:  estuarine  intertidal  system— emergent  wetland  (salinity  modifier) 


General  increase  in  organic  carbon  flow 


^^      Prlmory 
Rica  1       Consumers 
rot 

I  IrxKIl  I 


Snalh 


s.t4 


Bird* 


01    / 

X 

03/\ 
ybeod^ 

'iStondir* 
\Xrop . 

V  .                Decomposers 

V  1      ^^HBoctsrid  Fungi    x^^ 

y- 

»tes 

> 

^-TSecondory  r 
^/  /  Consumerk' 

Tertlory 
Consumer* 

Votculor  \ 

Plontt       j 

1  \           /V^/ 

^ 

\, 

/^   Blus 
(,^Cr<ibs 

Sportlna 

\V  /^ 

Primary 
Producer* 

02 

^     / 

1     /%^^\/^ 

\         \/Mud 

i        ncr"'" 

/ 
\ 

1             ^ 
1 

gi 

Nomas 
Planii 

euloryf: 

1    (Sh«ll-| 

^^ 

v^  , 

1 

-4— Mish     1 

Osclllotoria 

•9 

AE410I     Sportino  alterrtifloro 

SEDIMENT            A 

AE4002   Osclllatorlo  tpp. 

(Submodel  AE43)     J 

\ 

AE4006  Horpoctlcu 

s   llttoralls 

<sl 

Export 

AE4008  Tabanus   t 

PP 

AE40I0    Nereis  succlneo 

AE40I4    Egretta  Ihulo 

WATER 

AE40I5   Procyon  lotor 

On^n^oi  #ia/>raaco  in  ctrtmrl  enerov 

(Submodel  AE42) 

■> 

Figure  3.  Submodel  AE41:  estuarine  intertidal  emergent  wetland-marsh. 


23 


EMERGENT 

WETLAND 

EXPORTS 


eg 

AE4202  Sk«lelon«mo  coilohim 

AE<»<:04  P«ng«ui  lellferut 

AE4205  Cro»»otlr«o  virglnico 

AE4206  Acorllo  tonio 

AE42IO  Collln«cl««  topldm 

AE42il  Archotorgui  proboloc«pholu> 


AE42I2    Egfilta  Ihulo 


EXPORT 


■Ii4a 


M 


FROM       SYSTEM 


Figure  4.    Submodel  AE42:   estuartne  intertidal  system  -  water 


eg 

AE430I  OscHiotorlo  sp. 

AE4303  Nitrosomonos  spi 

AE4304  Horpoctlcus  llttorollg 


EMERGENT 
WETLANDS 


WATER 


Figure  5.   Submodel  AE43:   estuarine  intertidal  emergent  wetland  --  sediment 


24 


models  for  the  entire  characterization  are  listed  in 
figure  1.  The  four  models  compiled  to  date  for  the 
Santee  Test  Characterization  Area  (fig.  1)  are:  the 
marine  subtidal  system,  the  estuarine  intertidal 
emergent  wetland  system  (fig.  6),  the  riverine  fore- 
sted wetland  system,  and  the  upland  pine  forest 
system.  The  user  would  first  be  directed  to  these 
and  should  pursue  the  appropriate  model(s)  for  the 
system(s)  in  question.  Each  system  is  displayed  in 
dual  form:  an  energese  diagram  showing  energy 
flow  into  the  system,  interrelationships  between 
components  of  the  system,  and  flow  from  the  sys- 
tem (fig.  6),  and  an  accompanying  pictorial  or  pic- 
tograph  (fig.  7)  illustrating  representative  flora  and 
fauna  tagged  with  appropriate  producer  or  consu- 
mer symbols.  The  user  should  examine  the  model 
to  either  reaffirm  presumptive  relationships  or 
establish  initial  relationships. 

At  this  time,  the  user  may  also  wish  to  review 
species  abundance  and  distribution  charts  if  his/her 
interests  encompass  or  center  on  a  specific  group 
or  individual  organisms.  These  charts  are  arranged 
taxonomically  and  each  is  composed  of  representa- 
tive species  from  the  group.  The  reader  may  now 
return  to  the  models,  or  advance  to  the  characteri- 
zation products  through  the  interaction  matrices. 

The  matrices  provide  points  of  entry  to  the 
characterization  products  based  on  specific  interests 
of  the  reader.  A  customized  matrix  (e.g.,  fig.  8)  is 
constructed  for  each  ecosystem  modeled  and  pre- 
sents intersections  between  primary  existing  envi- 
ronmental characteristics  and  proposed  environ- 
mental alterations.  Each  intersection  will  provide  a 
coded  entry  (blanks  will  indicate  data  gaps  and  an 
"x"  will  indicate  an  inappropriate  interaction)  to 
the  characterization  narrative  and  atlas,  and  back 
references  to  the  models  and  ecological  sketches. 
The  narrative,  atlas,  and  sketches  will,  in  turn,  pro- 
vide entry  to  the  data  appendix  and  bibliography. 
In  plan,  the  system  should  function  as  illustrated  in 
figure  9.  The  matrix  is  the  central  reference,  keying 
to,  and  being  keyed  from,  all  other  products  of  the 
characterization.  In  combination,  the  models, 
ecological  sketches,  and  interaction  matrices 
should  reveal  to  the  reader  ramifications  and  rela- 
tionships that  are  not  at  first  apparent.  They  should 
also  allow  full  utilization  of  the  characterization 
products  by  a  wide  spectrum  of  users  with  diverse 
educational  backgrounds,  interests,  and  needs. 


organizing  the  package  materials.  We  also  thank 
Drs.  Lee  Barclay  and  Paul  Sandifer  for  reviewing 
the  manuscript,  Ms.  Jane  Davis,  Karen  Swanson, 
and  Rose  Smith  for  preparing  the  figures,  Mr. 
David  Chamberlain  for  constructing  the  ecological 
sketches,  and  Ms.  Mary  Anne  Carson  for  prepara- 
tion of  the  typescript. 


ACKNOWLEDGEMENTS 

We  thank  Mr.  John  Miglarese  for  his  valuable 
assistance  in  planning  the  user  package  concept  and 


25 


Nitrogen 
Fixation 


Other 
Consumers 


Nutrient 
Regeneration 


KEY 

a    Energy  >     >»  Wo 

Source  j^ 

T 

j/\.       Passive  |>^V. 

\_/     Storage  l^ 

I 


rkgate 


Consumer 


Plant 
I  J    Popu- 

lations 


Sink 


(after  Odum,  1971) 


(UoililUil    liom   Doy  •!  Hi  ,  1973) 


Seasonal 
Triggers 


Figure  6.   Master  model  AE4000:   estuarine  intertidal  system  -  emergent  wetland 
(salinity  modifier) 


26 


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■^         MODELS         //. 


ATLAS 


ANNOTATED 
BIBLIOGRAPHY 


V//7///M 

ECOSYSTEM; 
MATRICES 


NARRATIVE 


ATLAS 


DATA 
APPENDIX 


ANNOTATED 
BIBLIOGRAPHY 


ATLAS 


DATA 
APPENDIX 


ANNOTATED 
BIBLIOGRAPHY 


Figure  9.  Flow  diagram  for  user  orientation  to  characterization  products. 


30 


LITERATURE  CITED 

Cowardin,  L.  M.,  V.  Carter,  F.  C.  Golet,  and 
E.  T.  LaRoe.  1976.  Interim  classification  of 
wetlands  and  aquatic  habitats  of  the  United 
States.  U.S.  Fish  and  Wildlife  Service.  109  pp. 

Dale,  M.  B.  1970.  Systems  analysis  and  ecology. 
Ecology  51(1):    1-16. 

Day,  J.  W.,  W.  G.  Smith,  P.  R.  Wagner  and 

W.  C.  Stowe.  1973.  Community  structure  and 
carbon  budget  of  a  salt  marsh  and  shallow  bay 
estuarine  system  in  Louisiana.  Center  for  Wet- 
land Resources,  Publ.  LSU-SG-72-04. 

Forrester,  J.  W.  1961.  Industrial  dynamics.  MIT 
Press,  Cambridge,  Massachusetts.  464  pp. 

Hansen,  J.   1975.  Aquatic  ecosystem  analysis  and 
modeling.  A  Sea  Grant  perspective.  The 
Oceanic  Institute,  Waimanalo,  Hawaii. 

IDOE-CITRE  Group.  1972.  International  decade 
of  ocean  exploration:  a  proposal  for  compara- 
tive investigations  of  tropical  reef  ecosystems. 

Nihoul,  J.  C.  J.;  ed.  1975.  Modeling  of  marine  sys- 
tems. Elsevier  Scientific  Publ.  Co.,  Amsterdam, 
the  Netherlands.  272  pp. 

Odum,  E.  P.,  and  H.  T.  Odum.  1972.  Natural  areas 
as  necessary  components  of  man's  total  envi- 
ronment. Trans.  N.  Am.  Wildl.  and  Nat.  Resour. 
Conf.  27:    178-179. 

Palmisano,  A.  W.  1978.  Ecosystem  characteriza- 
tion—an approach  to  coastal  natural  resources 
planning  and  management.  In:  Proc.  of  a  Con- 
tributed Session  on  Coastal  Ecosystem  Charac- 
terization and  Management— Fourth  Biennial 
International  Estuarine  Research  Conference, 
Mt.  Pocono,  Penn.  2-5  Oct.  1977.  U.S.Fish  and 
Wildlife  Service-Office  of  Biol.  Serv.  Publ. 
77-37.  Washington,  D.C. 

Patten,  B.  C,  ed.  1971.  Systems  analysis  and  simu- 
lation in  ecology.  Academic  Press,  New  York. 
607  pp. 


31 


THE  CONSTRUCTION  OF  A  CONCEPTUAL  MODEL  OF 

THE  CHENIER  PLAIN  COASTAL  ECOSYSTEM 

IN  LOUISIANA  AND  TEXAS 

L.  M.  Bahr,  Jr.,1  J.  W.  Day,  Jr.,i  T.  Gayle,2 
J.  G.  Gosselink.i  q  s.  Hopkinson.i  ^nd  D.  Stellar^ 


INTRODUCTION 

Increasing  interest  in  coastal  areas  on  the  part 
of  environmentalists,  developers,  and  managers  has 
generated  the  need  to  understand  the  function  of 
these  productive  and  fragile  areas,  and  to  predict 
the  effects  of  further  alterations  to  them.  The  term 
"function"     as    used    throughout    the    following 
description  of  the  Chenier  Plain  conceptual  model 
is  intended  to  describe  the  mechanics  of  the  eco- 
system, i.e.,  the  pathways  and  processes  by  which 
energy   and  matter  are  captured,  transferred,  par- 
titioned,   stored,    cycled,    and    degraded    by    the 
system.  Examples  of  functional  processes  include 
primary  production,  water  flow,  trophic  exchanges, 
and  animal  migrations.    Functional  understanding 
of    an    ecosystem    includes   much    more    than    an 
inventory    of   important  physical  parameters  and 
organisms;    it    requires    a    holistic,    systems-level 
analysis    which    identifies    important    interactions 
among  biological  and  physical  components  of  the 
system,   and   all   important   control    features   and 
feedback  mechanisms. 

In  late  1975,  the  Fish  and  Wildlife  Service 
(FWS),  U.S.  Department  of  the  Interior,  funded  a 
study  of  the  Chenier  Plain  coastal  ecosystem(s)  of 
southeastern  Texas  and  southwestern  Louisiana 
(Galveston  Bay,  Tex.,  to  Vermilion  Bay,  La.)  in 
which  the  area  would  be  characterized  ecologically 
by  the  development  of  a  conceptual  model  of  the 
system  and  a  synthesis  of  all  extant  data.  This  char- 
acterization was  designed  to  serve  as  a  pilot  study 
for  similar  projects  which  will  eventually  describe 
all  U.S.  coastal  ecosystems.  The  specific  request  was 
for  a  "description  of  the  important  resources  and 
processes  comprising  the  ecosystem  and  an  under- 
standing of  their  functional  relationships."  (FWS 
Request  for  Proposal,  4  December  1975.)  The 
first  requirement  of  this  study  (and  the  key  to  the 

^Center  for  Wetland  Resources,  Lxjuisiana  State  University,  Baton 

Rouge,  La.  70803 
^Center  for  Wetlands,  University  of  Florida,  Gainesville,  Fla.  32601. 


entire  project)  was  the  formulation  of  a  conceptual 
model  of  the  ecosystem(s).  The  model  was  to  con- 
sist of  a  schematic  framework  of  ecosystem  func- 
tion in  which  all  important  processes  and  inter- 
actions among  components  would  be  identified  in 
a  qualitative  manner.  The  completed  model  would 
identify  data  requirements  and  gaps,  and  set  the 
stage  for  the  two  remaining  portions  of  the  study, 
a  characterization  atlas,  and  a  quantitative  ecologi- 
cal simulation  model  of  the  study  area  which  could 
be  used  to  aid  in  making  management  decisions. 

The  study  area  is  called  the  Chenier  Plain,  so 
named  because  of  a  series  of  prominent  ridges 
known  as  cheniers  that  transect  the  region  from 
east  to  west.  "Chenier"  is  a  French  word  meaning 
"place  of  oaks;"  the  vegetation  of  undisturbed 
chenier  ridges  is  characteristically  dominated  by 
live  oak  (Quercus  virginiana)  trees.  / 

This  report  describes  the  structure  of  the  con- 
ceptual model  developed  for  this  study  and  dis- 
cusses the  technical  and  management  problems  it 
was  designed  to  solve. 

PROBLEM 

Any  ecological  model  of  the  Louisiana-Texas 
Chenier  Plain  must  take  into  account  the  following 
four  factors: 

1 .  Spatial  heterogeneity.  The  area  described  as 
the  Chenier  Plain  (fig.  1)  is  highly  variable 
in  space;  from  east  to  west  it  is  broken  up 
by  a  series  of  rivers  flowing  southward  into 
the  Gulf,  through  lakes  of  different  sizes 
and  salinities,  and  over  thousands  of  square 
miles  of  wetland.  The  wetlands  themselves 
are  not  all  homogeneous;  vegetation  ranges 
from  pure  stands  of  saline  oyster  grass 
(Spartina  alterniflora)  to  fresh  water  bull- 
tongue  (Sagittaria  falcata)  and  maidencane 
(Panicum  hemitomon).  They  are  cut  by  ele- 
vated   cheniers    or   ridges   which    function 


32 


X 


o 

S 


3 
■« 

s 

o 

s 

.e 


.1 


33 


ecologically  much  differently  from  the  adja- 
cent wetlands.  Large  areas,  wetland  and 
highland,  have  been  modified  for  agricul- 
ture or  are  managed  for  waterfowl  or  fur- 
bearers.  The  region  is  far  from  homogeneous 
and  any  model  that  ignores  this  will  produce 
information  of  limited  management  value. 

2.  Ecological  or  functional  complexity.  Aside 
from  this  spatial  heterogeneity,  within  any 
small,  fairly  homogeneous  area,  the  ecologi- 
cal food  web  is  enormously  complex  and, 
on  the  whole,  poorly  understood. 

3.  Time  scale  of  events.  Events  of  ecological 
interest  in  the  Chenier  Plain,  which  deter- 
mine the  physiography  of  the  whole  region, 
occur  on  the  scale  of  hours,  days  or  seasons 
for  many  biological  processes;  years  or  tens 
of  years  for  many  cumulative  impacts,  such 
as  canal  dredging  and  eulrophication;  and 
thousands  of  years  for  geological  processes. 
It  is  difficult  to  visualize  a  useful  model 
which  can  simultaneously  simulate  geologi- 
cal processes  and  microbial  kinetics  in 
terms  usefvd  to  a  manager. 

4.  Management  needs.  In  addition  to  the  above 
considerations  the  model  must  enable  a 
manager  to  evaluate  the  consequences  of 
alternate  management  strategies  at  appro- 
priate levels  of  spatial,  ecological  and 
temporal  resolution.  Existing  models  cover 
a  wide  range  of  approaches,  including 
strategies  to  exploit  or  manage  single  com- 
mercial species  [such  as  fishery  models 
(Wagner  1969)  or  alligator  models  (Nichols 
et  al.  1976)];  models  which  treat  ecosys- 
tems as  homogeneous  in  space  in  order  to 
elaborate  the  energetic  interactions  (Patten 
et  al.  1975;  Wiegert  et  al.  1975);  models 
which  treat  spatial  heterogeneity  but  con- 
sider only  a  limited  number  of  chemical  or 
biological  parameters  (Kremcr  and  Nixon 
1975),  and  dramatically  simplified,  dynamic 
world-view  models  (Forrester  1971). 


SOLUTION 

The  problems  of  resolution,  complexity,  and 
time  frame  were  addressed  by  the  construction  of 
nested  hierarchical  conceptual  models  at  four  levels 
of  resolution:  region,  drainage  basin,  habitat,  and 
population  levels  (fig.   2).   Individual  populations 


are  components  of  habitats,  the  smallest  ecological 
units  described  in  the  Chenier  Plain.  Each  habitat  is 
considered  homogeneous  in  space.  Each  of  the  six 
Chenier  Plain  basins  is  a  spatially  heterogeneous 
area  composed  of  a  number  of  interacting  habitats. 
The  time  scale  of  events  of  interest  increases  from 
habitat  to  region. 

THE  CHENIER  PLAIN  REGION 

The  Chenier  Plain  region  is  unified  by  a  com- 
mon geologic  history;  the  sediments  that  underlie 
this  major  coastal  system  originated  primarily  from 
riverine  sediments  supplied  by  the  Mississippi  River. 
The  primary  geophysical  process  responsible  for  the 
unique  physiography  of  the  Chenier  Plain  has  been 
the  periodic  alteration  in  course  of  the  main  dis- 
tributary of  the  Mississippi  River.  This  switch  has 
occurred  on  the  average  about  every  400  years  over 
the  last  7,000  years,  and  has  caused  major  changes 
in  sediment  input  to  the  Chenier  Plain  region.  For 
example,  when  the  river  is  discharging  on  the  eastern 
side  of  its  delta  (as  it  is  presently,  see  fig.  1),  little 
sediment  reaches  the  Chenier  Plain.  But  when  the 
discharge  is  on  the  western  side  much  sediment 
reaches  the  Chenier  region.  In  the  former  case,  ero- 
sion dominates,  and  in  the  latter,  deposition  and 
growth  dominate.  The  Atchafalaya  River,  just  east 
of  the  Chenier  Plain  (fig.  1),  is  beginning  the  long 
process  of  capturing  the  main  channel  flow  of  the 
Mississippi  River,  and  accretion  is  beginning  to  re- 
verse the  shoreline  retreat  measured  over  the  past 

several  decades. 

Change    in    sediment    availability    has   in    turn 

been  reflected  in  the  formation  of  the  cheniers, 
which  are  stranded  dune  ridges  parallel  to  the 
present  shoreline.  Man  has  had  little  effect  on  the 
regional  development  of  the  Chenier  Plain. 

The  conceptual  model  of  the  Chenier  Plain 
region  is  primarily  a  model  of  geological  processes 
(fig.  3).  The  symbolic  "energese"  language  (Odum 
1972)  is  used  in  the  models  illustrated.  It  is  dis- 
cussed more  fully  in  Bahr  et  al.  (1977).  Figure 
legends  are  complete  enough  for  readers  to  follow 
the  diagrams  without  full  comprehension  of  the 
symbols.  These  processes  are  not  strongly  influ- 
enced by  man,  except  as  he  controls  the  flow  of 
the  Mississippi  River. 

BASINS 

Drainage  basins  represent  perhaps  the  most 
natural  category  of  ecological  systems  in  the 
Chenier  Plain  region,  because  each  basin  is  integra- 
ted by  the  flow  of  water  over  and  through  it;  yet 


34 


REGION 


CHENIER  PLAIN 


TIME  SCALE 
1000  ■¥  YEARS 


BASIN 


CALCASIEU 
BASIN 


I -100  YEARS 


HABITAT 


i. 


"^ 


O.OI- 10  YEARS 


OPEN  WATER 


~ BRACKISH  MARSH 


POPULATION 


O.OI -10  YEARS 


Figure  2.    The  Chenier  Plain  conceptual  hierarchy. 


Figure  3.  A  simplified  model  of  the  formation  of  the  Chenier  Plain  system.    Geologic  processes  (a) 
lead  to  the  Mississippi  River  switching  course  and  control  the  supply  of  riverine  sediments  (b). 
These  sediments  form  an  offshore  mud  flat.   If  sediment  supply  dwindles,  the  wave  energy  causes 
the  offshore  mud  flat  to  form  a  beach  (c).    The  beach  gains  and  loses  sediment  through  littoral 
drift  (d).   As  the  beach  grows  up,   it  strands  the  mud  flat  and  forms  a  stranded  Chenier  Plain 
marsh  (e,  f).   Subsidence  or  sea-level  rise  can  transform  this  marsh  into  open  water. 


35 


each  basin  is  relatively  autonomous  from  adjacent 
basins  in  terms  of  water  circulation.  Six  fairly  dis- 
tinct basins  have  been  identified  in  the  Chenier 
Plain  (fig.  4).  Each  basin  has  its  own  hydrodynamic 
characteristics  determined  by  such  parameters  as 
size,  drainage  density,  downstream  flow,  elevation 
and  slope  of  the  basin,  and  extent  of  its  connec- 
tion with  the  Gulf  via  tidal  passes. 

Most  significant  changes  in  a  basin  occur 
through  large-scale  and  cumulative  effects  over  a 
period  of  time  measured  in  years,  rather  than  in 
hundreds  of  years.  Examples  include:  effects  of 
deep  shipping  channels  on  saltwater  intrusion; 
changes  in  hydrology  associated  with  stream  chan- 
nelization; canal  dredging  and  associated  spoil  bank 
formation;  and  cumulative  wetland  drainage  for 
urban  and  industrial  development. 

HABITATS 

The  habitat  is  the  smallest  ecological  system 
considered  in  our  conceptual  model.  Wherever  a 
particular  habitat  occurs  on  the  Chenier  Plain  it  is 
treated  as  the  same  basic  functional  unit,  and  can 
therefore  be  treated  as  homogeneous,  even  though 
we  recognize  the  existence  of  gradients,  specialized 
niches,  and  discontinuities.  Each  habitat  is  a  com- 
plex ecological  system  characterized  by  its  own 
species,  carrying  capacities  for  those  species,  levels 
of  production,  food  web,  nutrient  cycles,  and 
physical  inputs.  The  time  scale  of  important  events 
is  often  seasonal,  and  short  term  impacts  are 
important  at  this  level. 

Most  habitats  are  intuitively  distinct.  For 
example,  aquatic  systems  are  quite  different  from 
upland  forests;  however,  different  kinds  of  natural 
wetlands  are  not  so  clearly  unique.  For  the  Chenier 
Plain  we  have  identified  and  mapped  10  natural 
habitats:  nearshore  Gulf;  inland  open  water;  salt, 
brackish,  intermediate,  and  fresh  marsh;  wetland 
forest;  upland  forest;  beaches;  and  cheniers  and 
ridges.  Large  areas  have  been  modified  by  human 
activity,  which  we  have  catalogued  into  four 
additional  habitats  as  impounded  marshes,  pastures, 
rice  and  crop  habitat,  and  urban  habitat. 

Complex  habitat  level  models  have  been  con- 
structed for  each  of  the  14  habitats  to  give  a  quali- 
tative functional  understanding  of  each  habitat, 
and  to  guide  the  acquisition  of  data.  As  illustra- 
tions of  the  habitat  models,  figure  5  shows  the 
aquatic  inland  open  habitat  model  as  it  appears  in 
the  conceptual  model  (Bahr  et  al.  1977).  Figure  6 
represents  simplified  version  of  the  aquatic  habitats 
(inshore  open  water  and  nearshore  Gulf  of  Mexico). 


In  the  conceptual  model  document,  figure  5  is 
accompanied  by  a  detailed  interaction  matrix 
keyed  to  each  of  the  compartments.  Figure  7  is  the 
generalized  wedand  habitat  model,  and  figure  8  is 
the  agricultural  model,  both  from  the  characteriza- 
tion atlas.  We  are  at  present  relatively  ignorant  of 
the  internal  working  of  most  habitats;  thus,  those 
that  are  managed/exploited  are  manipulated  at 
some  peril  to  the  function  of  the  whole  system.  A 
better  approach  to  management  is  to  recognize 
that  certain  renewable  resources  (or  nonresources; 
Ehrenfeld  1976)  are  associated  with  any  habitat, 
and  in  order  to  protect  the  resource,  one  must  pro- 
tect the  habitat. 

POPULATIONS 

Habitats  can  be  considered  as  ecological  land- 
scape units  composed  of  many  different  popula- 
tions interacting  with  each  other  and  with  their 
physical  surroundings.  At  the  bottom  of  the  con- 
ceptual hierarchy  of  natural  history,  growth 
dynamics  and  environmental  limits  are  considered 
for  species  of  economic,  recreational,  or  functional 
importance  in  the  Chenier  Plain  region.  The  carry- 
ing capacity  of  a  habitat  for  a  particular  species  is 
an  important  concept  that  relates  the  species  to  its 
habitat.  Major  opportunities  for  management  of  a 
single  species  or  group  of  related  species  occur 
through  manipulation  of  habitat  (for  instance,  by 
impounding  wetlands),  or  through  direct  control  of 
population  size  through  harvesting  (fig.  9). 


THE  BASIN-LEVEL  CONCEPTUAL  MODEL 

The  major  kinds  of  manageable  processes  and 
the  time  scales  of  manageable  events  appear  to 
occur  at  the  basin  level.  For  this  reason,  major  em- 
phasis in  this  discussion  is  placed  on  the  basin-level 
analysis. 

Figure  10  summarizes  basin-level  processes  and 
interactions.  This  model  is  the  result  of  a  series  of 
iterative  changes  and  simplifications  of  earlier, 
more  detailed,  models  of  basin  function  (Bahr  et  al. 
1977).  It  is  extremely  aggregated  and  simpHfied  in 
order  to  include  only  the  most  critical  components 
and  processes,  and  to  show  how  water,  wetlands, 
and  man  interact  in  a  hypothetical  drainage  basin. 

The  basin  model  is  divided  into  four  linked 
submodels  (fig.  10)  each  representing  a  different 
set  of  processes,  and  each  in  part  responsible  for 
the  present  state  of  a  basin,  and  for  the  rate  at 
which  it  is  changing.  The  four  submodels  are: 


36 


I 


K 

■a. 


3 


3 


.X 


-a 

o 
•a. 
S 
o 
<j 

s 

o 

K 
I 

S 


37 


Co«m«nty  ^^ 


Figure  5.   Aquatic  inland  open  water  habitat  model. 


Figure  6.    This  simplified  version  of  figure  5  combines  both  aquatic  habitats,  showing  the  major  biological 
compartments  and  interactions.   Heat  sinks  representing  energy  loss  are  implied  at  each  interaction. 

38 


f  KplWlallOA       '       HUM'S)    •■IIWIMII 

N*«i0»lion    cwisltlng 
Land    d«*«lo9MMiil 


Flahvrf 


Figure  7.    The  general  wetland  habitat  model  displays  the  major  functional  groups  and  major 
processes  occurring  in  wetland  systems.   Heat  sinks  representing  energy  loss  are  implied  at 
each  interaction. 


Daily  migrations 


^  Nulriani  and   lo>ln  runoti 


^  NulrMnI  and    toxin  tunoil 


Figure  8.    The  agricultural  sector  is  much  simplified  ecologically,  because  cultural  practices 
subsidized  by  heavy  fossil  fuel  and  fertilizer  inputs  simplify  the  food  chain.   Heat  sinks 
representing  energy  loss  are  implied  at  each  interaction. 

39 


Wt«t* 
Removal 


Oyttac 

Larva*  Production 
and  Migration 


Figure  9.    This  representation  of  the  major  factors  controlling  the  survival  and  growth 
of  oysters  is  an  example  of  population-level  models. 


Hypothetical    Basin    Model 


B««ln  Hydroloqic    PTOc»«f « 


B«»ln  N««uf«l  R»aoufC«    Productivity 


Figure  10.   For  simplicity,  the  basin  is  considered  as  four  interacting  sets  of  processes. 

40 


(A)  Basin  hydrologic  processes,  or  water  storage 
and  flow  through  a  basin; 

(B)  The  natural  resource  productivity  of  a 
basin,  or  its  capacity  to  support  wildlife 
and  fishery  species,  and  to  perform  other 
work  services  for  man,  such  as  the  purifi- 
cation and  storage  of  fresh  water; 

(C)  Land  modifying  processes,  particularly 
those  which  result  in  loss  of  natural  wet- 
land; and 

(D)  Basin-level  socioeconomic  processes,  or 
those  human  activities  and  management 
decisions  that  impinge  directly  on  natural 
processes  in  a  basin. 


HYDROLOGY  (A) 

The  hydrologic  regime  at  any  specific  site  within 
a  Chenier  Plain  basin  is  ultimately  responsible  for 
determining  the  kind  of  habitat  that  develops  at 
that  site.  Basin  hydrology  results  from  interactions 
among  three  modules  (fig.  10);  water  storage  in  a 
basin  (Aj^);  upstream  riverine  and  rainfall  inputs  of 
water  and  sediment  (A2);  and  downstream  water 
with  accompanying  salts  and  sediments  and  tidal 
and  oceanic  storm  forces  (A3). 

The  role  of  hydrology  in  determining  habitat 
type  is  primarily  mediated  via  water  levels  and 
durations,  and  salinity  levels  and  durations.  Water 
levels  are  controlled  by  the  pressure  head  between 
water  level  at  a  given  site,  and  upstream  and  down- 
stream water  levels.  If  rainfall  raises  water  levels 
upstream,  water  flows  toward  the  Gulf;  likewise,  if 
tidal  stage  or  a  southerly  wind  raises  sea  level  at  the 
Gulf,  a  wave  proceeds  upstream,  gradually  diminish- 
ing as  it  goes. 

Mean  salinity  and  salinity  range  at  a  given  site 
in  the  basin  are  determined  by  mixing,  over  time, 
of  upstream  and  downstream  inputs,  and  by  the 
relative  volumes  of  fresh  and  saline  water  inputs. 
Sediments  are  carried  into  a  basin  by  the  currents 
produced  by  salinity  (density)  and  pressure 
gradients.  Sediment  deposition  is  a  function  of  cur- 
rent speed,  sediment  load,  salinity,  and  in  some 
cases,  biological  activity. 

In  summary,  the  hydrologic  submodel  sym- 
bolizes the  complex  physiographic  configuration  of 
a  basin,  which,  together  with  upstream  and  down- 
stream water  mputs,  determines  water  level,  water 
flow,  salinity,  and  sediment  regimes  at  any  point  in 
a  basin.  These  parameters,  in  turn,  constrain  the 


type  of  habitat  that  can  develop  at  any  site  in  ques- 
tion. For  example,  if  water  level  is  always  below 
the  land  surface,  then  the  habitat  is  terrestrial.  If 
the  water  level  is  always  above  the  land  surface, 
then  the  habitat  is  aquatic.  If  water  level  alternates 
above  and  below  the  land  surface,  the  habitat  is 
wetland.  Salinity  dynamics  determine  whether  a 
habitat  will  be  fresh  or  saline,  and  sediment 
dynamics  (either  gain  or  loss)  can  change  one 
habitat  to  another.  Man's  activity  is  an  important 
factor  affecting  water,  salinity,  and  sediment 
cycles. 


NATURAL  RESOURCE  PRODUCTIVITY  (B) 

Submodel  B  (fig.  10)  represents  the  natural 
work  services  of  a  basin;  that  is,  the  quality  of  a 
basin  with  respect  to  its  ability  to  do  such  things  as 
support  important  fishery  and  wildlife  species,  and 
to  "purify"  and  store  water,  all  at  no  cost  to  man. 
"Quality"  refers  to  both  the  particular  blend  of 
habitats  that  comprise  one  basin,  and  to  the  fact 
that  two  areas  having  similar  habitat  types  can  vary 
greatly  in  their  abUity  to  support  consumer  or- 
ganisms. For  example,  the  open  water  habitat  can 
be  in  a  balanced  state  with  respect  to  nutrient 
input  and  use,  or  it  can  be  degraded  (by  excess 
nutrient  loading)  into  various  degrees  of  eutrophica- 
tion. 

The  natural  resource  productivity  (NRP)  sub- 
model consists  of  four  components  (fig.  10):  pro- 
ducers (Bj),  consumers  (B2),  a  refugium  (B3\  ^nd 
a  water  storage  module  (B4).  Bj  and  B2  represent 
the  species  that  occur  naturally  in  all  wetlands, 
water  bodies,  and  ridges  in  a  basin.  A  particular 
habitat  can  be  characterized  by  its  carrying  ca- 
pacity for  these  species;  as  its  quality  diminishes, 
so  does  its  carrying  capacity.  Diminishing  quality 
may  also  lead  to  changes  in  community  structure 
such  as  the  proliferation  of  undesirable  fish  species 
in  eutrophic  waters. 

Wetlands  are  natural  water  reservoirs.  Fresh 
wetlands  and  water  bodies  are  especially  valuable 
for  storing  surface  water,  which  is  often  used  by 
man.  For  example,  much  of  the  irrigation  water  for 
rice  in  Louisiana  and  Texas  is  stored  in  fresh 
marshes.  Ground  water  often  extends  beyond  basin 
boundaries,  becoming  a  regional  resource. 

As  water  flows  over  wetlands,  many  chemical 
transformations  take  place.  Inorganic  nutrients, 
which  could  encourage  eutrophic  conditions  in 
aquatic  habitats,  undergo  important  changes.  The 


41 


nutrients  may  be  taken  up  during  plant  growth  or 
by  bacteria  during  detritus  formation.  Some  of 
these  nutrients  may  be  exported  later  as  organic 
detritus,  a  form  more  compatible  with  natural 
populations.  Phosphorus  may  physically  bind  with 
sediments,  and  nitrogen  may  be  denitrified. 

The  natural  resource  productivity  of  a  basin  is 
thus  a  function  of  the  particular  mix  of  habitat 
types,  especially  the  relative  proportions  of  natural 
wetlands  and  water  bodies,  and  the  degree  of 
human  perturbation. 

LAND  MODIFYING  PROCESSES  (C) 

Submodel  C  (fig.  10)  represents  the  dynamic 
habitat  area  changes  that  occur  within  a  basin  of 
constant  area.  Over  the  past  several  thousand  years, 
the  dominant  trend  has  been  the  growth  of  the  wet- 
land habitat  concurrent  with  the  formation  of  new 
chenier  ridges.  The  aerial  gain  of  these  habitats  was 
at  the  expense  of  aquatic  habitats  (nearshore  Gulf 
and  inland  water  bodies).  During  the  past  50  years, 
however,  the  major  change  has  been  loss  of  natural 
wetland  (C^),  either  to  open  water  (C2),  or  by  im- 
poundment for  waterfowl  and/or  agriculture  (C3). 
Basically  two  processes  cause  loss  of  natural  wet- 
land: hydrologic  changes  resulting  from  canalling, 
marsh  burning,  or  impounding;  and  natural  sub- 
sidence and  erosion.  Hydrologic  changes  are  not 
always  local  phenomena.  For  example,  artificial 
maintenance  of  the  present  Mississippi  River  course 
on  the  eastern  side  of  the  delta  means  that  very 
little  new  sediment  is  reaching  the  area. 

SOCIOECONOMIC  FACTORS  (D) 

Submodel  D  represents  human  effects  at  the 
basin  level  (fig.  10).  Socioeconomic  factors  have 
been  lumped  into  five  main  components: 

1.  The  tolid  human  population  in  a  basin  (D^), 
its  energy  and  material  requirements  and  its 
waste  production; 

2.  Commerce  and  industry  (D2)  such  as  manu- 
facturing, refining,  retail  sales,  etc.,  that 
occur  in  a  basin,  along  with  the  concomi- 
tant waste  release; 

3.  Mineral  resources  in  a  basin  (D3),  primarily 
petroleum  and  natural  gas  (port  and  naviga- 
tion facilities  are  included  here);  the  extrac- 
tion of  minerals  and  maintenance  of  naviga- 
tion channels  entails  release  of  waste,  as 
well  as  extensive  disruption  of  natural  habi- 
tats (dredging,  etc.); 


4.  Fishery'  and  wildUfe  resources  harvested  by 
man  (D4)  both  commercially  and  for  sports 
purposes;  and 

5.  All  agricultural  activity  (D5),  especially  rice 
and  cattle.  This  activity  also  entails  signifi- 
cant waste  release,  especially  nutrients  and 
pesticides. 

D^,  D9,  and  D5  all  require  large  quantities  of  fresh 
water.  Some  species  in  D4,  especially  waterfowl, 
are  limited  by  freshwater  bodies,  and  D3  requires 
fresh  water  for  some  processes. 

BASIN  SYNTHESIS 

The  water  requirement  of  the  socioeconomic 
submodel  (fig.  10)  is  a  convenient  place  to  begin 
a  discussion  of  the  connections  among  the  four 
basin  submodels.  The  basin  natural  resource  fresh 
water  (B)  is  required  by  all  five  components  of  sub- 
model D,  as  indicated  by  the  broad-branched  arrow. 
Many  of  these  water  needs  are  met  by  groundwater 
pumping,  but  surface  fresh  water  is  also  used, 
especially  for  rice  irrigation  and  waterfowl  habitat. 
The  other  input  to  submodel  D  from  submodel  B 
represents  the  harvest  of  commercial  and  sports 
fisheries  and  wildlife,  which  is  a  function  of  basin 
quality  or  natural  resource  productivity. 

Effects  of  the  socioeconomic  sector  on  other 
submodels  ai'e  broken  down  into  waste  effects, 
effects  on  hydrology,  and  developmental  decisions 
based  on  market  conditions  (economics)  that  lead 
to  habitat  changes. 

Wastes,  which  include  nutrients,  toxins,  and 
dredged  spoil,  affect  the  natural  resource  pro- 
ductivity of  a  basin.  Nutrient  wastes,  such  as 
sewage  or  fertilizer,  can  decrease  NRP  by  causing 
eutrophication,  or  if  applied  judiciously  to  wet- 
lands, can  actually  increase  NRP.  Toxins  such  as 
pesticides  and  heavy  metals  generally  lower  NRP, 
and  may  selectively  reduce  higher  consumers  with- 
out affecting  lower  trophic  levels.  Another  form  of 
waste  is  dredged  material  which  can  create  silting 
problems,  e.g.,  destruction  of  oyster  beds  by  silta- 
tion. 

The  socioeconomic  sector  affects  basin  hy- 
drology via  activities  that  disturb  natural  circula- 
tion patterns,  especially  by  dredging  canals  or  navi- 
gation channels  (Stone  and  McHugh  1977).  Fresh- 
water pumping  can  also  affect  hydrologic  change 
by  lowering  the  water  head  relative  to  sea  level  and 
causing  salt  water  intrusion.  Freshwater  availability 
is  so  critical  to  all  socioeconomic  sectors  that  it  can 
set  ultimate  limits  to  economic  growth  and  develop- 
ment in  a  given  basin. 


42 


Socioeconomic  effects  on  physiography  (C)  in- 
clude decisions  that  lead  to  development  of  natural 
wetland  areas  for  economic  gain,  or  for  human 
leisure  use.  Examples  include  decisions  to  "reclaim" 
wetland  for  agriculture  or  for  duck  habitat. 

Another  major  cause  of  wetland  loss  arises 
from  long-range  hydrologic  changes  that  accom- 
pany canaling  and  other  local  wetland  perturbation 
(arrow  from  A  to  C  in  fig.  10).  This  same  change  in 
local  hydrology  affects  the  natural  resource  pro- 
ductivity (arrow  from  C  to  B). 

SUMMARY 

The  generalized  Chenier  Plain  basin  ecosystem 
and  its  critical  wetland  component  is  basically 
driven  by  hydrologic  forces.  Habitat  area  changes 
are  primarily  wetland  loss  to  open  water  and  to  im- 
poundments, resulting  in  modification  of  natural 
resource  productivity.  All  three  of  these  processes 
(hydrologic,  habitat,  and  resource  productivity 
changes)  are  strongly  influenced  by  the  intensity  of 
human  socioeconomic  activity  in  the  basin. 


LITERATURE  CITED 

Bahr,  L.  M.,J.  W.  Day,  Jr.,  T.  Gayle,  and  C.  S.  Hop- 
kinson.  1977.  A  conceptual  model  of  the 
Chenier  Plain  coastal  ecosystem  of  Texas  and 
Louisiana.  Louisiana  State  Univ.  Cent,  for  Wet- 
land Resour.,  Baton  Rouge. 

Ehrenfield,  D.  W.  1976.  The  conservation  of  non- 
resources.  Am.  Sci.  64(6):648-656. 

Forrester,  J.  W.  1971.  World  dynamics.  Wright 
Allen,  Cambridge,  Massachusetts.  142  pp. 


Kremer,  J.  N.,  and  S.  W.  Nixon.  1975.  An  ecologi- 
cal simulation  model  of  Narragansett  Bay— The 
plankton  community.  Pages  672-690  in  L.  E. 
Cronin,  ed.  Estuarine  Research,  Vol.  1.  Aca- 
demic Press,  New  York. 

Nichols,  J.  D.,  L.  Viehmaw,  R.  H.  Chabreck,  and 
B.  Fenderson.  1976.  Simulation  of  a  commer- 
cially harvested  alligator  population  in  Louis- 
iana. La.  State  Univ.  Agri.  Exp.  Stn.  BuU.  691. 
59  pp. 

Odum,  H.  T.  1972.  An  energy  circuit  language  for 
ecological  and  social  systems:  its  physical  basis. 
in  B.  C.  Patten  ed.,  Systems  Analysis  and  Simu- 
lation in  Ecology,  Vol.  2.  Academic  Press.,  N.Y. 

Patten,  B.  C,  D.  A.  Egloff,  and  T.  H.  Richardson. 
1975.  Total  ecosystem  model  for  a  cove  in 
Lake  Texoma.  in  B.  C.  Patten  ed..  Systems 
Analysis  and  Simulation  in  Ecology,  Vol.  4. 
Academic  Press,  N.Y. 

Stone,  J.  H.,  and  G.  F.  McHugh.  1977.  Simulated 
hydrologic  effects  of  canals  in  Barataria  Basin: 
A  preliminary  study  of  cumulative  impacts. 
Rept.  to  Louisiana  State  Planning  Office. 

Wagner,  F.  H.  1969.  Ecosystem  concepts  in  fish 
and  game  management.  Pages  259-307  in 
G.  Van  Dyne  ed..  The  Ecosystem  Concept  in 
Natural  Resource  Management.  Academic  Press, 
N.Y. 

Wiegert,  R.  G.,  R.R.Christian,  J.L.Gallagher, 
J.  R.  Hall,  R.  D.  H.  Jones,  and  R.  L.  Wetzel. 
1975.  A  preliminary  ecosystem  model  of  a 
coastal  Georgia  Spartina  marsh.  Pages  583-601 
in  L.  E.  Cronin  ed.,  Estuarine  Research,  Vol.  1. 
Academic  Press,  N.Y. 


43 


MAINE  COAST  CHARACTERIZATION  USER'S  GUIDE 

Stewart  I.  Fcfer,^  Curtis  Laffin,^  Larry  Thornton,' 
Patty  Schettig,'  and  Russ  Brami' 


INTRODUCTION 

The  evaluation  of  natural  resources,  and  tho- 
rough reviews  of  their  alternative  uses,  are  essential 
components  of  any  decisionmaking  process  affect- 
ing our  environment.  There  must  be  a  basis  for  es- 
tablishing policies  affecting  land  use  and  conserva- 
tion of  resources;  a  holistic  approach  integrating 
the  many  disciplines  of  natural  resources  is  th*e 
foundation  upon  which  these  policies  can  be  built. 
The  objective  should  be  to  maintain  a  diverse  and 
productive  natural  environment.  The  holistic 
approach  set  forth  here  is  known  as  the  Ecological 
Characterization  of  Coastal  Maine. 

An  environmental  management  program  must 
embrace  whole  ecosystems  (Van  Dyne  1969, 
Odum  1971,  Moen  1973,  Clark  1977,  Likens  et  al. 
1977).  "Ecosystem"  is  defined  by  Odum  (1971)  as 
".  .  .  any  area  of  nature  that  includes  living  or- 
ganisms and  non-living  substances  interacting  to 
produce  an  exchange  of  materials  between  the 
living  and  the  non-living  parts."  It  is  a  general  term 
concerned  with  structural  and  functional  relation- 
ships, but  without  precise  information  about  these 
relationships,  it  is  difficult  to  assess  the  impact  of 
human  activities  on  an  ecosystem.  Lack  of  ecosys- 
tem understanding  has  caused  management  prac- 
tices to  emphasize  strategies  that  maximize  the 
output  of  some  desirable  product,  i.e.,  species  man- 
agement of  waterfowl  or  fishes.  It  is  evident  that  a 
new  conceptual  approach  to  the  management  of  re- 
sources is  desirable  (Likens  ct  al.  1977).  The  charac- 
terization is  designed  to  provide  an  ecosystem  view 
of  the  Maine  coastal  zone,  from  Cape  Elizabeth  to 
Eastport  (fig.  1)  by  treating  entire  ecological  sys- 
tems as  single  interacting  units  and  describing: 

1.     Driving  forces  of  the  Maine  coastal  ecosys- 
tem; 


Energy  Resources  Company,  Inc.,  Cambridge,  Mass. 

Fish    and    Wildlife    Service,    U.S.   Dept.   of  the   Interior,   Newton 
Corner,  Mass. 


2.  The  components  of  the  ecosystem; 

3.  Functions  of  componenls; 

4.  Interrelationships  of  components  and  fimc- 
tions;  and 

5.  Seasonal  and  long-term  changes  of  compo- 
nents. 

Specific  objectives  of  the  ecological  characterization 
are  to: 

1.  Obtain  and  synthesize  available  ecological 
data  which  describe  important  resources, 
processes,  and  their  interrelationships  with- 
in the  study  area; 

2.  Identify  information  deficiences  and  re- 
search priorities;  and 

3.  Provide  an  assessment  of  the  state  of  know- 
ledge for  the  Maine  coast  ecosystem. 

The  characterization  sei"ves  the  needs  of  (1)  the 
administrator  and  planner  when  making  decisions 
on  land-use  planning  and  natural  resource  manage- 
ment and  (2)  the  scientist  seeking  the  status  of 
Maine  coast  ecological  knowledge  in  disciplines 
relative  to  his  or  her  field. 

The  Maine  Coast  Ecological  Characterization 
will  be  completed  in  late  1979.  This  User's  Guide, 
in  its  revised  form,  will  be  a  part  of  the  completed 
characterization;  it  directs  various  users  how  to 
manipulate  the  materials  in  the  characterization  to 
satisfy  their  specific  needs. 

THE  PHYSIOGRAPHIC  ECOSYSTEM- 
THE  MAINE  COAST 

Land  forms  rellcct  the  geologic  events  which 
have  had  a  major  influence  on  the  evolution  of  the 
biota  because  the  types  and  structures  of  bedrock 
exposed  to  uplifting,  weathering,  and  glaciation 
have  had  a  great  influence  on  the  physiography  of 
the  Maine  coast.  The  development  of  vegetation  is 
controlled  by  these  factors,  climate,  and  animals 
(including  man).  The  native  fauna  has  evolved  be- 
cause of  its  compatibility  with  the  established  vege- 
tative community  (Shelford  1963).  The  land-use 
activities  of  man  have  also  been  influenced  by 
physiographic  constraints.  Thus,  physiography  is  a 
major    influence   on   the  physical,  biological,  and 


44 


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45 


man-induced  interactions  that  take  place,  rendering 
physiographic  boundaries  as  logical  limits  for  de- 
lineating regional  ecosystems. 

The  coast  of  Maine  north  and  cast  of  Cape 
Elizabeth  is  considered  a  discrete  physiographic' 
ecosystem.  The  character  of  this  area  is  quite  dif- 
ferent from  that  of  southern  Maine,  New  Hamp- 
shire, and  Massachusetts;  it  is  identified  by  its  long, 
deep,  steep  shores  and  rock  headlands.  Large  shal- 
low cmbaymcnts  are  common  and  approximately 
3,000  coastal  islands  ranging  from  less  than  1  ha  to 
26,000  ha  occur  within  16  km  (10  miles)  of  the 
mainland.  More  areas  of  rock  and  silt  and  fewer  sand 
and  salt  marshes  occur  along  the  coastline  of  the 
characterization  aiea  than  in  coastal  areas  to  the 
south. 

CLASSIFICATION  MODEL 

THE  ECOSYSTEM  APPROACH 

In  order  to  meaningfully  describe  the  com- 
ponents, functions,  and  interactions  of  the  Maine 
coast  ecosystem,  it  will  be  necessary  to  impose 
classification  boundaries  on  those  habitats  having 
relatively  distinct  functions. 

The  U.S.  Fish  and  Wildlife  Service,  Office  of 
Biological  Services,  has  designed  a  National  Classifi- 
cation of  Wetland  and  Deepwater  Habitats  of  the 
United  States  (Cowardin  et  al.  1977).  The  stiucture 
of  this  classification  system  is  hierarchical  and 
moves  from  systems  and  subsystems  at  the  general 
level  down  to  classes  and  dominance  types. 

The  Maine  State  Planning  Office  (1974)  has 
developed  a  classification  system  for  terrestrial 
land  cover.  Among  the  features  of  these  classifica- 
tions is  the  ability  to  group  ecologically  similar 
units.  These  classifications  are,  therefore,  useful  for 
characterization  and  have  been  adapted  to  the 
Maine  coast  study  to  structure  and  explain  com- 
ponents, functions,  and  interactions  inherent  in  the 
coastal  Maine  ecosystem. 

THE  HABITATS 

Within  the  Maine  coast  ecosystem,  three 
generalized  habitat  types  are  recognized:  deep- 
water,  wetland,  and  terrestrial.  "Deepwater  habi- 
tats include  environments  where  surface  water  is 
permanent  and  often  quite  deep  so  that  water, 
rather  than  air,  is  the  princip;d  medium  within 
which  the  dominant  organisms  live,  whether  they 
are  attached  to  the  substrate  or  not.  Wetland  is 
land  where  water  is  the  dominant  factor  determin- 


ing the  nature  (jf  soil  development  and  the  types  of 
plant  and  animal  communities  living  in  the  soil  and 
on  its  surface"  (Cowardin  et  al.,  1977).  Terrestrial 
habitats  exist  where  water  is  not  the  dominant 
influencing  factor  but  where  nonliydric  soils  exist. 
These  habitats  are  divided  into  systems,  subsys- 
tems, and  classes. 

SYSTEMS 

"The  teiTTi  'system'  here  refers  to  a  complex  of 
wetland,  deepwater  and  terrestrial  habitats  that 
share  the  influence  of  hydrologic,  geomorphologic, 
chemical  or  biologic  factors"  (Cowardin  et  al. 
1977).  Each  habitat  thus  comprises  systems  and 
subsystems,  so  that  a  hierarchical  conceptual 
model  is  appropriate. 

We  have  thus  far  separated  the  Maine  coast  eco- 
system into  habitats,  systems,  subsystems,  and 
classes,  each  with  certain  distinct  components  and 
functions  which  will  be  explained  later.  These 
habitats,  systems,  subsystems,  and  classes  interact 
as  part  of  a  whole  functioning  ecosystem.  Thus, 
the  ecosystem  is  emerging  in  the  form  of  a  gigan- 
tic quasiorganism.  The  hierarchical  structure  and 
general  view  of  the  composite  systems  in  Maine  are 
presented  in  figure  2.  Each  habitat  and  composite 
system  is  further  illustrated  in  figures  3,  4,  and  5. 
A  conceptual  model  has  been  developed  that  por- 
trays this  classification  system's  components,  func- 
tions, and  interactons. 


THE  CONCEPTUAL  MODEL  AND  ITS  APPLI- 
CATIONS TO  THE  MAINE  COAST  ECOSYSTEM 

The  general  portrayal  of  the  conceptual  model 
begins  with  the  ecosystem  and  its  driving  forces, 
which  include  climate,  tides,  geology,  and  socio- 
economic factors  interacting  to  form  the  template 
with  which  the  biotic  realm  must  contend.  In  order 
to  illustrate  the  interactions  within  the  ecosystem 
(systems  and  classes)  the  discussion  in  the  first 
volume  of  this  characterization  focuses  on  four  pri- 
mary concepts: 

1.  Energy— In  ecology,  we  are  concerned  with 
the  manner  in  which  sunlight  is  related  to 
ecological  systems,  and  with  the  manner  in 
which  energy  is  transformed  within  the 
system  (Odum  1971).  Thus,  the  relation- 
ships between  producer  plants  and  consu- 
mer animals,  and  between  predators  and 
prey  are  all  limited  and  controlled  by  the 


46 


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basic  laws  which  govern  the  behavior  of 
energy.  The  conceptual  energese  model 
(fig.  6)  illustrates  the  flow  of  energy 
through  an  ecological  system.  Figure  7 
applies  this  energese  model  to  the  naturally 
occurring  eelgrass  community.  Figure  8  fur- 
ther illustrates  the  relationship  between  the 
energy  flow  model  and  the  natural  system, 
in  this  case  the  intertidal  emergent  wetland. 

Biogeochemicals— Elements  and  inorganic 
compounds,  many  of  which  are  essential 
components  for  growth,  circulate  through 
the  biosphere  (soil,  water,  and  air)  in 
characteristic  patterns  known  as  biogeo- 
chemical  cycles  (fig.  9). 


3.  Abiotic  factors— Essential  environmental 
factors  which  make  life  possible  on  the  sur- 
face of  the  earth  are  the  constant  inter- 
actions of  geologic,  climatic,  hydrologic, 
and  oceanographic  changes. 

4.  Biotic  factors— The  biotic  world  is  classified 
in  respect  to  energy  through  trophic  levels, 
each  of  which  is  one  exchange  step  beyond 
the  energy  source  which  drives  it  (fig.  10). 
Web  diagrams  will  be  used  to  depict  trophic 
levels  and  energy  flows  by  using  food  webs 
as  examples. 

These  concepts  have  been  described  by  various  , 
prominent   ecologists   as  being  illustrative  of  the 
interactions  within  a  system.  H.  T.  Odum  (1966) 


Figure  6.    Conceptual  energy  flow  model. 


MkiohUI  calMM 


Figure  7.   Energy  flow  model  of  a  natural  eelgrass  community. 


51 


Figure  8.   A  simplified  energy  flow  model  typical  of  an  estuarine  system. 


y^^.^  ^y  ""---.rfs 


Trophic  level  4 
Trophic  level  3 
Trophic  level  2 

Trophic  level  1 


ih. 


INCIDENT  LIGHT  ENERGY 


Top  carnivore! 
Carnivores 


Herbivores 


'ENERGY 
LOST 
AT 
,  EACH 
Photosynlhetic  \  LEVEL 
plants,  primary 
producers 


Figure  9.  Conceptual  model  of  the  hydrologic 
cycle  (adapted  from  Caswell  19/7).  Elements  and 
inuriianic  compounds,  many  of  which  are  essential 
components  for  the  biolta,  circulate  through  the 
biosphere  dissolved  in  waters. 


Figure    JO.       Simple    trophic  pyramid   of  energy 
(Odum  J 971). 


52 


has  developed  the  concept  of  energy  flows  and 
interactions,  which  can  be  illustrated  through  ener- 
gese  diagi'ams.  This  energy  concept  can  be 
developed  to  a  sophisticated  science  of  quantitative 
ecological  system  modeling  when  such  data  are 
available  (Hall  and  Day  1977).  Flow  diagrams  can 
be  used,  for  example,  to  translate  an  understanding 
of  biogeochemical  cycling  which  is  essential  to  the 
appreciation  of  the  interactions  among  living  and 
nonliving  components  (Hutchinson  1944,  1950). 
Likens  et  al.  (1977)  have  studied  these  cycles  in 
depth  and  have  quantified  certain  biogeochemical 
pathways  in  a  terrestrial  system  in  New  Hampshire. 
Food  webs  are  used  to  illustrate  interactions 
between  the  plant  and  animsd  components  of  a  sys- 
tem. Abiotic  factors  interact  to  form  the  habitat 
templates  governing  the  use  of  an  area  by  the  biota. 
Ecologists  apply  any  one  or  combinations  of  the 
four  primary  concepts  to  illustrate  and  compre- 
hend interactions  in  ecological  systems;  we  have 
attempted  to  apply  all  of  these  concepts  to  illus- 
trate interactions.  It  is  important  to  realize  that 
these  concepts  are  not  exclusive  of  each  other  but 
overlap  and  are  complementary.  Here  they  are 
applied  to  the  ecosystems,  systems,  and  classes 
found  on  the  Maine  coast  and  become  the  frame- 
work of  the  conceptual  model  (fig.  11). 


THE  GROUPS-OF-INTEREST  APPROACH 

Another  approach  to  understanding  the  Maine 
coast  ecosystem  is  to  translate  an  organism's  de- 
pendency on  and  participation  in  the  interactions 
previously  discussed. 

The  ecosystem  approach  emphasizes  the  habitat 
as  an  entity.  In  the  groups-of-interest  approach, 
interrelationships  between  commercially  and 
ecologically  important  groups  of  species  and  their 
environments  are  emphasized  (fig.  12).  The  uses  of 
habitats  for  various  life  stages,  reproductive  strate- 
gies as  controlled  by  limiting  factors,  and  the 
importance  of  man  and  management  are  discussed. 
Case  studies  illustrating  the  above  concepts  are  in- 
cluded within  the  discussion  of  each  group  of  in- 
terest. 

This  section  complements  the  ecosystem 
approach  in  that  it  illustrates  the  varied  needs  of 
important  organisms  in  terms  of  habitats  and  com- 
ponents of  habitats. 


THE  ATLAS 

The  Atlas  presented  as  a  volume  of  the  report 
is  to  be  used  in  conjunction  with  the  text.  Table  1 
lists  the  contents  of  the  Atlas.  The  specific  maps 
and  overlays  illustrate  locations  of  selected  com- 
ponents and  aid  in  directing  interactions  of  driving 
forces  and  components. 


Table  1.  Overlays  of  the  Maine  Test  Characterization  Atlas 


Figure  11.  A  conceptual  model  illustrating  the 
interactions  of  the  primary  concepts  applied  to  the 
Mame  coast  ecosystem. 


National  Wetlands  Inventory 

Land  cover 

Marine  geology 

Soils 

Substrates 

Sea  bird,  wading  bird, 
shore  bird,  eagle,  and 
osprey  nest  sites 

Shellfishes,  marine  worms 

Harbor  seal  haulout  sites 

Tidal  range,  currents 


High  and  low  water 

Point  sources 

Named  lakes  with  sum- 
marized data 

Wedands  important  to 
waterfowl;  rivers  evalu- 
ated for  fisheries 

Migratory  and  anadrom- 
ous  fish 

Estuarine  and  riverine 
fish 

Marine  fish,  lobsters 


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54 


DATA  SOURCE  APPENDIX 

The  Data  Source  Appendix,  a  computer-based 
information  storage  and  retrieval  system  based  on  a 
key  word  index,  is  used  to  present  data  source 
reference  information.  It  includes  all  information 
used  for  analysis  in  this  characterizaton  as  well  as 
general  references  that  apply  to  the  characteriza- 
tion; it  is  not  an  all-inclusive  source  of  information 
dealing  with  resources  of  the  Maine  coast.  Two  lists 
of  reference  citations  arc  provided.  One  list  will 
present  the  citations  in  alphabetical  order  by 
author.  The  second  list  will  arrange  the  citations  by 
key  words  associated  with  the  classification  model; 
key  words  are  presented  in  table  2. 


APPLICATIONS  OF  THE  PRODUCTS 

The  products  of  the  characterization  could  be 
used  to  gain  an  understanding  of  the  entire  Maine 
coast  ecosystem.  However,  most  users  will  be 
interested  in  a  particular  area,  species,  or  group  of 
species.  The  products  are  presented  so  that  the 
needs  of  varied  users  are  met. 

A  user  interested  in  a  particular  area  would 
look  at  Atlas  maps  to  determine  where  the  area  fits 
into  the  classification  model.  The  particular  classi- 
fication of  concern  would  then  be  found  in  the 
Atlas  text  where  components  and  interactions  are 
discussed.  It  is  recommended  that  the  user  start  at 
the  general  level  and  work  toward  the  specific  for 
the  most  complete  understanding  of  how  the 
particular  area  interacts  with  others. 

If  the  user  is  interested  in  a  particular  impact, 
table  3  should  be  used.  This  matrix  informs  the 
user  of  the  impacts  of  selected  human  activities. 
After  these  impacts  have  been  identified,  table  4 
can  be  used  to  s*ee  which  systems  are  affected  and 
how  the  biological  and  cultural  factors  may  be  im- 
pacted. A  check  indicates  an  interaction.  Following 
the  matrices  will  be  an  index  of  interactions  with 
appropriate  references  to  the  characterization 
indicating  where  such  impacts  are  discussed  or 
implied. 

For  example,  the  effects  of  the  paper  and  pulp 
industry  are  indicated  in  table  3  and  include  an  in- 
crease in  turbidity,  a  rise  in  temperature,  changes 
in  water  and  air  composition,  and  the  addition  of 
nutrients,  metals,  and  chemical  pollutants.  If  the 
user  then  locates  these  physical  and  chemical 
effects  on  table  4,  he  will  find  that  each  of  these 
effects  has   impacts  upon  biological  and  cultural 


factors.  An  increase  in  chemical  pollutants  affects 
the  terrestrial,  wetland,  and  deepwater  habitats, 
impacting  upon  phytoplankton,  zooplankton, 
invertebrates,  fish,  birds,  and  mammals.  Some  of 
these  effects  are  direct;  others  are  indirect  via  a 
predator-prey  or  food  web  interaction.  Reading 
further  across  the  matrix,  one  then  finds  that 
wilderness  areas,  parks  and  refuges,  fishing,  swim- 
ming, bird  watching,  hunting,  and  aesthetics  are 
also  impacted.  For  specific  discussions  of  any  of 
these  interactions,  one  would  consult  the  index 
and  refer  to  specific  sections  in  the  characteri- 
zation. 

A  user  interested  in  a  particular  species  or 
group  of  species  would  refer  to  the  group  in  the 
index  where  the  appropriate  Groups-of-Interest 
section  and/or  Systems  section  is  listed.  The  Atlas 
maps  referred  to  in  the  text  should  be  studied  to 
gain  an  understanding  of  the  distribution  and  re- 
quirements of  a  species. 

As  an  example:  A  utility  is  planning  to  site  a 
liquid  natural  gas  facility  in  a  town.  The  user  con- 
cerned with  the  planning  of  this  development  and 
associated  support  developments  would  refer  to 
the  Atlas  to  determine  the  class  system  or  habitat 
the  proposed  developments  could  impact,  i.e., 
what  classification  the  area  fits.  The  user  would 
then  be  referred  to  appropriate  Ecosystem,  Habitat, 
and  Systems  sections.  Application  of  the  Atlas 
would  augment  the  discussion  so  that  interactions 
would  be  illustrated.  The  User's  Guide  matrix 
would  direct  the  user  to  a  listing  of  the  general  im- 
pacts anticipated  from  the  proposed  activities. 
These  impacts  are  referred  to  in  the  index  which 
would  lead  the  user  to  pages  in  the  text  where  the 
impacts  on  the  particular  system/species  of  con- 
cern are  explained. 

If  specific  information  from  the  various  sources 
is  desired,  the  data  sources  and  references  are  listed 
by  habitats  and  species  in  the  Data  Source  Appen- 
dix of  the  original  report. 


LITERATURE  CITED 

Caswell,  W.  B.  1977.  Groundwater  guidebook  for 
State  of  Maine.  Maine  Geological  Survey,  open 
file  report,  Augusta,  Maine.  202  pp. 

Clark,  J.  R.  1977.  Coastal  ecosystem  management. 
A  technical  manual  for  the  conservation  of 
coastal  zone  resources.  John  Wiley  and  Sons, 
New  York.  928  pp. 


55 


Table  2.   Key  Words  Used  in  the  Data  Source  Appendix 


Agriculture 

Air  quality 

Algae 

Bacteria 

Behavior 

Benthos 

Biogeochemistry 

Biology 

Birds 

Chemistry 

Climatology 

Communities 

Crustacea 

Deep  water 

Degradation 

Disease 

Dissolved  oxygen 

Distributions 

Diversity 

Drainage 

Ecology 

Estuarine 

Fauna 

Fisheries 

Fishes 

Flooding 

Flora 

Food  and  feeding 

Forestry 

Freshwater 

Fungi 

General 

Geology 

Harvest 

Heavy  metals 

Herbicides 

Hydrocarbons 


Hydrography 

In-document 

Industry 

Insects 

Intertidal 

Invertebrates 

Islands 

Lacustrine 

Land  use 

Legislation 

Macroalgae 

Mammals 

Management 

Mapping 

Marine 

Marine  mammals 

Marsh 

Methodology 

Microorganisms 

Molluscs 

Mortality 

Mud  flat 

Nitrogen 

Nutrients 

Nutrient  cycling 

Nutritive  value 

Oceanography 

Palustrine 

Passerine 

Perturbation 

Pesticides 

Phosphorus 

Physical  parameters 

Physiography 

Phytoplankton 

Plant  ecology 

Pollutant  effects 


Pollution 

Populations 

Precipitation 

Predator-prey 

Production 

Productivity 

Recreation 

Remote  sensing 

Reproduction 

Riverine 

Rocky  shore 

Salinity 

Sea  birds 

Sedimentation 

Sediments 

Shore  birds 

Socioeconomic 

Soil 

Species  interaction 

Subtidal 

Temperature 

Terrestrial 

Terrestrial  birds 

Terrestrial  mammals 

Tides 

Trophic  relations 

Vegetation 

Vertebrates 

Wading  birds 

Water  chemistry 

Waterfowl 

Water  quality 

Wetlands 

Wildlife 

Zonation 

Zooplankton 


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61 


Table  3.   (concluded) 


Catastrophic 
events 


Physical  &  chemical  changes 
in  the  envoronment 

Loss  of  habitat 
Removal  of  vegetation 
Removal  of  topsoil 
Increase  in  surface  runoff 
Increase  in  soil  erosion 
Increase  in  slope  grade 
Lovk'ering  of  water  table 
Loss  of  groundwater 
Alteration  of  drainage  areas 
Modification  of  seasonal 

flow  patterns 
Drastic  fluctuations  in 

water  level  Sc  flow  rates 
Reduction  in  flow  volume 
Increase  in  dovvTistream 

flooding 
Canal  creation  in  wetlands 
Increase  in  turbidity 
Increase  in  sedimentation 
Alteration  of  bottom  topog. 
Reduction  in  light  penetration 
Elevation  of  temperature 
Modification  of  chemical 
composition: 
Soil 
Water 
Air 
Increase  in  oxygen  demand 
Addition  of  nutrients 
Addition  of  metals 
Addition  of  chem.  pollutants 
Change  in  salinity 
Disturbance  (noise  poll.) 


Explosions 


Floods 


Droughts 


X 
X 


X 
X 


X 
X 


X 
X 


X 


X 

X 


J 


X 
X 


62 


BO 


•a 

3 
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o 

T3 

B 


a 
•o 


•t3 


J3 


c 
,    o 

N    S 


^   a 


c 
o  2 

-c  S 

ft.  J2 


fc3 

1>    t3 


bo 
S 


11 

■s  s 

>- 

Sl. 


X        X        X 


X       X 


XXX 


X 


X 


XXX 


X 


X  X  X  X  X 


X       X  X  X  X  X 


XX       XX  XX       XXX       X 


XXX        X        XXX 


XXX       X       XXX 


XX        X 


XX        X 


X  X  X  X       X  X 


rS  fS    r^  r%    rS    rS  rS 


X  X 


X 


XX       XX 


X         X         X         xxxx         xxxxx 


X     xxxxx 


X  X  X  X  X  X  X 


xxxxx  xxxx  X  XX  xxxxxx    xxxxxxxxx 


xxxxxxxxx 


X 


X   X 


X   X 


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XX  XX  X 


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X  X 


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X  X  X  X 


XX  X  X 


XX        X 


XXX   X   X     X   X   XX   XXXXXX     XX   xxxxx 


X  X 


XX     X 


X  X 


X 


X 


XX   X 


X  X  X  X 


XXX   X   X   X 


X  X 


X   X 


XX     X   X   XX   X   XX   X 


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XX   XX 


X  xxxxx 


^  be  Q^  ( 

B  >  s 


13 
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E  E 


Bi  £  ii  Js 


64 


BO 

.s 

c 

3 

X 


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3 


60 
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9 

Vi 


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13 

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(A 

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C       OJ       (A 


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6  -2 


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X  X  X 


X  X 


X  X 


X 


X 


X 


X 


X 


X  X 


X  X  X  X  X  X  X 


X  X 


XXX 


X 


XXX 


XXX        XXX 


XX  X  XX  XXX 


X 


rS    rS    rS  ?S 


XX       X       XX  XX 


?S  ?S  ?Sr*S  XpSrS>S?S  ?S^  ?sXXX/S 


X  X 


XXXXX  XX  XX 


X 


XX       X 


X  X 


XX  XXX 


XX  XXX 


rS    rS    rS  rS    ?S 


X  X 


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65 


LITERATURE  CITED  (CONTINUED) 

Cowardin,  L.  M.,  U.  Carter,  F.  C.  Golet,  and  E.  T. 
LaRoe.  1977.  Classification  of  wetlands  and 
deepwater  habitats  of  the  United  States  (an 
operational  draft).  U.S.  Fish  and  Wildlife  Ser- 
vice. 100  pp.  (mimeo). 

Hall,  C.  A.,  and  J.  W.Day, Jr.  1977.  Ecosystem 
modeling  in  theory  and  practice:  an  introduc- 
tion with  case  histories.  John  Wiley  and  sons. 
New  York.  684  pp. 

Hutchinson,  G.  E.  1944.  Limnological  studies  in 
Connecticut.  Critical  examination  of  the  sup- 
posed relationship  between  phytoplankton 
periodicity  and  chemical  changes  in  lake  waters. 
Ecology  25:3-26. 

.  1950.  Survey  of  contemporary  know- 
ledge of  biogeochemistry.  III.  The  biogeochem- 
istry  of  vertebrate  excretion.  Bull.  Amer.  Mus. 
Nat.  Hist.  96:554. 

Likens,  G.  E.,  F.  H.  Bormann,  J.  S.  Eaton,  and 
N.M.Johnson.  1977.  Biogeochemistry  of  a 
forested  ecosystem.  Springer-Verlag,  New  York. 
146  pp. 

Maine  State  Planning  Office.  1974.  Standard  classi- 
fication system  for  land  cover  in  Maine.  26  pp. 

Moen,  A.  N.  1973.  Wildlife  ecology:  an  analytical 
approach.  W.  H.  Freemand  and  Co.,  San  Fran- 
cisco. 

Odum,  E.  P.  1971.  Fundamentals  of  ecology,  3rd 
ed.  W.  B.  Saunders  Co.,  Philadelphia.  574  pp. 

Odum,  H.  T.  1966.  Primary  production  in  flowing 
waters.  Limnol.  Oceanogr.  1:102-117. 

Shelford,  V.  E.  1963.  The  ecology  of  North 
America.  Univ.  Illinois  Press,  Urbana. 

Van  Dyne,  G.  M.,  ed.  1969.  The  ecosystem  concept 
in  natural  resource  management.  Academic 
Press,  New  York.  383  pp. 


66