1. Level-1 Sampling Overview CVS-EEP Vegetation Monitoring Workshop June 17, 2008 Tom Wentworth – NC State University CAROLINA VEGETATION SURVEY

2. Background – Level 1 Level 1 is designed specifically for restoration areas with planted material; only planted woody stems are inventoried. –goals: to determine pattern of installation of woody stems with respect to species, spacing, and density, and to monitor their survival and growth

3. Information Gathered Plot Data: –specific data about the plot (e.g., elevation) and metadata (data about the data, e.g., taxonomic standard used) Planted Woody Stem Data: –information about all planted stems, including location, dimensions, vitality, and damage

4. Some General Guidelines Complete as many fields as possible: –fields designated in Bold & Underlined must be completed Use pencil (7 mm mechanical preferred). It is generally preferable to cross out mistakes rather than to erase them. Please take advantage of “N OTES ” fields to record helpful information.

5. About the Inventory Plots Location of stands - based on available vegetation, project goals, needs of landowners, representativeness, etc. Size and shape of plots: –for level 1, always 100 m 2 (1 are) and either 10 x 10 m (typical) or 5 x 20 m, as needed

6. About the Inventory Plots Number of plots – please refer to CVS-EEP protocol for guidelines. Other considerations: –project directors will select stands within which are placed a plot or plots –plots should be placed in such a way that avoids bias –plot placement should also avoid edge effects and achieve homogeneity of vegetation and environment

7. Plot Data - General Information: Plot ID Plot identification is critical to success of the inventory effort: –Project Label: unique and assigned by EEP –Project name: official name (may not be unique) assigned by EEP –Team: each field team within a project has a unique number; use “1” if only one team exists –Plot: for each team, a unique numeric identifier for each plot, running sequentially from an initial plot number.

8. General Information: Level, Date(s), and Party Level: available levels in CVS-EEP protocol are 1-5, but we are only considering level 1 for our current purposes. Start Date: use dd/mmm/yyyy (e.g., 17/JUN/2008) format –add End Date if different from start date Party and Role: –all contributors to collection of data, with roles played

9. General Information: Soil Drainage Identifies the natural drainage conditions of the soil and refers to the frequency and duration of wet periods. Categories are defined in terms of: –actual moisture content (in excess of field moisture capacity), and –the extent of period during which excess water is present in the plant-root zone Please consult the protocol for details!

10. General Information: Water Information requested: –percent of plot submerged (at the time of inventory) –mean water depth (where present)

11. Location General: overall location (general place name) State and County USGS Quadrangle (if used) Place Names: more specific location name(s) Reach: section of river where study is located Land Owner

12. GPS Location Data Use of GPS for location data is required for level 1 sampling. GPS Receiver Location - within plot, give X and Y coordinates, typically plot origin. Specify Coordinate System (e.g., UTM) and Coord. Units (e.g., m). Datum - critical information, because all geocoordinates are referenced to a datum, and many different datums are available: –we recommend NAD83/WGS84

13. GPS Location Data UTM Zone (if using UTM system) Lat or Northing (latitude in selected units or UTM-N [7-digit]) Long or Easting (longitude in selected units or UTM-E [6-digit]) Coordinate Accuracy - m radius, typically provided by GPS receiver GPS File Name - if you saved a waypoint or other file

14. Site Characteristics Elevation - best taken from topographic maps or GIS, or by using properly calibrated altimeter Slope - plot inclination in degrees (always positive) Aspect - azimuth (in degrees) of direction plot faces Compass Type - are readings magnetic or true (corrected for local declination)?

15. Plot Placement Project Director or Plot Leader will make this determination.

16. Taxonomic Standard Plant nomenclature is notoriously labile! It is important to cite the authority (reference) used for the names you applied to plants, because this identifies the concepts behind the names. Our current preference is Alan Weakley’s regional flora (currently 2006 version), but you may choose other standards, or possibly multiple standards!

17. Plot Diagram This important diagram captures: –plot shape and dimensions (plot size is default of 1 are [=100 m 2 ]) –location of plot origin and marking posts (including X and Y coordinates of all posts relative to origin) –GPS location point –location and bearing of photo(s) –bearing of plot x-axis –locations of landmarks, such as streams, banks, fences, witness trees, etc.

18. Notes These notes capture additional information about: –Layout (especially unusual features) –Plot Location - relocation information can be summarized here –Plot Rationale - why this particular location was chosen for the plot –Other Notes - typically, this field will capture information about disturbance type and severity

19. Planted Woody Stem Data Form: Header Field at top of second data form (Planted Woody Stem Data) –repeats information from Plot Data form –essential for reuniting data forms if they become separated, so please fill this out as you begin recording data! –add page numbering as needed

20. Planted versus Natural Stems The CVS-EEP Protocol for Recording Vegetation requires that a distinction is made between planted and natural woody stems. Which is which? –if there is positive confirmation (e.g., planting plan) or strong evidence (e.g., burlap shreds) that a stem was planted, then consider it planted…otherwise, consider it natural (not recorded in Level 1)!

21. Planted Stem Data Entry: VBD versus VMD For newly-constructed projects, planted woody stems are initially inventoried through collection of Vegetation Baseline Data (VBD): In years following initial plot establishment, the protocol specifies collection of Vegetation Monitoring Data (VMD): –preprinted forms are provided to contractors with the most recent year’s data for planted woody stems in the plot (including a map of stems) –contractors update the VMD data form with current dimensions and status of planted woody stems

22. VBD Planted Stem Data Entry: Species & Source Species Name - use Latin binomials, following your taxonomic standard Source - was planted material Transplanted, Live staked, Balled and burlapped, Potted, Tubling, Bare Rooted, or Mechanically planted? http://www.life.uiuc.edu/edtech/entomology_slides/images/31067-linnaeus.jpg

23. VBD Planted Stem Data Entry: Coordinates X and Y Coordinates relative to plot origin (same system used to specify location of posts): –In meters, to nearest decimeter (i.e., to 0.1 m precision) –Values are binned (truncated) such that: 0.0 - 0.099 m is 0.0m 0.1 - 0.199 m is 0.1m 0.2 - 0.299 m is 0.2m and so on...

24. VBD Planted Stem Data Entry: Stem Dimensions ddh - diameter (mm) at one decimeter height - of largest of multiple stems, but smallest dimension if elliptical, also binned Height - height (cm) to tallest perennating organ (typically a terminal bud), also binned DBH - diameter in cm at breast height (1.37 m) for taller plants, also binned

25. Measure What When? Required Measurements, Planted Woody Stems Plant Height/Typeddh (mm)Height (cm)DBH (cm) < 1.37 m tallyes, mm precisionyes, cm precisionno > 1.37 m and < 2.5 m tallyes, mm precisionyes, cm precision > 2.5 m and < 4.0 m tallnoyes, dm precisionyes, cm precision > 4.0 m tallnoyes, 0.5 m precisionyes, cm precision Live stakenoyes, cm precisioncm precision, if > 1.37 m tall

26. VBD Planted Stem Data Entry: Vigor and Damage Vigor - 4 (excellent) to 0 (dead) categories, plus Missing (for resurveys) Damage - records observed injury to planted stems (categories on data form)

27. Wrap-Up Work efficiently! Work safely! –the “bear” facts about safety –questions?