QUALITY ASSURANCE WORK PLAN FOR BIOLOGICAL STREAM MONITORING IN NEW YORK STATE
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1 QUALITY ASSURANCE WORK PLAN FOR BIOLOGICAL STREAM MONITORING IN NEW YORK STATE 2002 Robert W. Bode Margaret A. Novak Lawrence E. Abele Diana L. Heitzman Alexander J. Smith Stream Biomonitoring Unit Bureau of Water Assessment and Management Division of Water NYS Department of Environmental Conservation 625 Broadway Albany, NY 12233
2 TITLE PAGE (1 page) TABLE OF CONTENTS (Page 2-4) 1 INTRODUCTION Project Description: Objective and Scope Statement Data Usage Monitoring Network Design and Rationale Monitoring Parameters Parameter Table Project Fiscal Information Work hour estimates Expendable items required Major equipment items Personnel Schedule of Tasks and Products Multiplate sampling Kick sampling Project Organization and Responsibility Research Scientist III (1): Environmental Program Specialist II (1): Environmental Program Specialist I or equivalent (3): Data Quality Requirements and Assessments Site selection: Multiplate sampling: Kick sampling: Tissue analysis sampling: Organism identification: Dissolved oxygen: ph: Specific conductance: Sampling Procedures Multiplate sampling Kick sampling Ponar sediment sampling Biological Impairment Criteria sampling Nonpoint source sampling On-site screening procedure Tissue analysis sampling Morphological deformity analysis Assessment of water quality using diatoms Assessment of water quality using fish Measurement of physical/chemical parameters Sample Custody Procedures Macroinvertebrate community assessment samples Macroinvertebrate tissue analysis samples
3 8 Calibration Procedures and Preventive Maintenance Dissolved oxygen: ph: Specific conductance: Temperature: Documentation, Data Reduction, and Reporting Data Validation Organism identification: Multiplate samples: Kick samples: Subsamples: Sample results: Data entry validation and transmittal errors: Performance and System Audits Corrective Action Organism identification: Multiplate samples: Kick samples: Subsamples: Sample results: Data entry validation and transmittal errors: Reports Literature Cited Appendix I. Forms Field Data Sheet Chain of Custody (COC) Sample Processing Record Laboratory Data Sheet Appendix II. Analytic specifications Metals Polynuclear Aromatic Hydrocarbons (PAHs) Organochlorine pesticides (low resolution) Organochlorine pesticides (high resolution) AMA (nitrogen/phosphorus) pesticides Polychlorinated biphenyl (PCBs) Aroclors Appendix III. Levels of concern for contaminants in tissues of selected macroinvertebrates Metals PAHs PCBs Pesticides Appendix IV. Macroinvertebrate Community Indices Appendix V. Biological Assessment Profile of Index Values for Riffle Habitats Appendix VI. Diatom Community Indices Appendix VII. Characteristics of Headwater Stream Sites Appendix VIII. Characteristics of Intermittent Streams
4 23 Appendix IX. Effects of Lake Outlets and Impoundments on Aquatic Invertebrate Communities Appendix X. Methods for Impact Source Determination Appendix XI. Levels of Taxonomic Identification Used Appendix XII. Species and Identification Reference List Appendix XIII Macroinvertebrate Identification References INTRODUCTION This document was prepared to meet Quality Assurance/Quality Control requirements for an existing environmental monitoring program. It documents the standard operating procedures and quality control methods of the Stream Biomonitoring Unit of the New York State Department of Environmental Conservation. It was originally prepared using the 1983 Guidance Document issued by the U.S. Environmental Protection Agency's Office of Water Regulations and Standards, and utilizes the format provided in the Guidance Document. Quality assurance is the documentation of methods and standard operating procedures to insure uniformity of methods and accuracy of data. Quality control is a system of maintaining standards through audit, review, and corrective procedures. The present document represents the third update of the Quality Assurance document, first completed in 1988, and updated in 1991 and Changes incorporated into this update include: methods for assessment of water quality using diatoms methods for assessment of water quality using fish adjustments for intermittent streams updated methods for assessing lakes and large rivers additional community types for Impact Source Determination updated levels of concern for some contaminants updated tolerance values for some species updated species list and identification reference list All questions and comments concerning this document should be forwarded to Robert Bode, Division of Water, NYS Department of Environmental Conservation, 625 Broadway, Albany, NY Project Name: Stream Biomonitoring Project Requested By: New York State Department of Environmental Conservation Date of Request: 1972 Date of Project Initiation:
5 Project Officer: Robert W. Bode Quality Assurance Officer: Robert W. Bode 1.1 Project Description: Objective and Scope Statement The biological monitoring program was initiated in New York State in May, 1972 as mandated by the Federal Water Pollution Control Act Amendments of 1972 (Public Law ). The main objective of the project was to evaluate the relative biological health of the State's streams and rivers through the collection and analysis of macroinvertebrate communities. Macroinvertebrates are larger-than-microscopic invertebrate animals that inhabit stream bottoms; freshwater forms are primarily aquatic insects, worms, clams, snails, and crustaceans. Analysis of macroinvertebrate communities is a reliable and cost-effective approach to water quality monitoring because: 1) they are sensitive to environmental impacts, 2) they are less mobile than fish, and thus cannot avoid discharges, 3) they can indicate effects of spills, intermittent discharges, and lapses in treatment, 4) they are indicators of overall, integrated water quality, including synergistic effects and substances lower than detectable limits, 5) they are abundant in most streams and are relatively easy and inexpensive to sample, 6) they are able to detect nonchemical impacts to the habitat, such as siltation or thermal changes, 7) they are readily perceived by the public as tangible indicators of water quality, 8) they can often provide an onsite estimate of water quality, 9) they bioaccumulate many contaminants, so that analysis of their tissues is a good monitor of toxic substances in the aquatic food chain, and 10) they provide a suitable endpoint to water quality objectives. The primary activities of the Stream Biomonitoring Unit are macroinvertebrate community assessment and macroinvertebrate tissue analysis. Macroinvertebrate community assessment utilizes macroinvertebrate community parameters such as species richness and percent model affinity to assess overall water quality. Macroinvertebrate tissue analysis relies on the collection of several specimens of a given macroinvertebrate species and subsequent analysis of the tissues of the organisms for toxic substances. Macroinvertebrates bioconcentrate many contaminants to concentrations several times that found in the water, and determination of levels yields information on levels in the aquatic food chain, since many macroinvertebrates serve as primary fish food organisms. 1.2 Data Usage The intended usage of biological monitoring data varies with the specific type of monitoring effort. The following are the primary data uses: 1. RIBS water quality assessments: Biological data from the sites within the Rotating Intensive Basin Survey (RIBS) basins are combined with chemical data to make water quality assessments for these sites. 5
6 2. Priority Water List: Many data are used to supplement documentation of water quality problems included on the Priority Water List (d) listing: Waterbodies that are assessed as moderately or severely impacted may be included in the 303(d) list (b) Reports: Data are used to provide water quality assessments for the 305 (b) reports. 5. Trend monitoring: All data becomes part of a baseline data set, which is used for longterm trend monitoring. Future monitoring efforts compare collected data with that stored in the cumulative baseline data set to assess water quality trends over time. The first trend monitoring report was issued in 1993; subsequent reports are planned at 10-year intervals. 6. Nonpoint source discharges: Data that indicate impacts caused by nonpoint discharges are forwarded to the appropriate personnel within the Department concerned with nonpoint source issues. 7. SPDES permits: Some data are used in the permitting process. Biological Assessment Reports may determine if an existing discharge permit is protective of the resident fauna. If the discharge is found to impair the fauna, the permit may be recommended to be reviewed. 8. Compliance and enforcement uses: Data that indicate significant biological impacts on aquatic life may be used as supporting documentation in violation procedures. 9. Contaminant tracking: Tissue analysis results that indicate a likely source of contaminant may be used by the Division of Fish, Wildlife, and Marine Resources or the Division of Environmental Remediation. 10. Regional DEC uses: many assessments are used directly by Regional DEC offices to assess effects of dischargers, determine the need for further testing, or document "success story" improvements. 6
7 1.3 Monitoring Network Design and Rationale Sampling by the Stream Biomonitoring Unit is divided into three major categories: trend monitoring, site assessments, and waterbody assessments. From , trend monitoring included baseline surveys of the major waterways in the State, with sampling sites located approximately every 5 miles on most systems. These large river sites were sampled almost exclusively with multiple-plate artificial substrate samplers. From , this survey schedule was repeated, with nearly all the same sampling sites being sampled for trend analysis. During the period, the Avon Pollution Investigation Unit conducted biological sampling on smaller streams across the state. From , sampling mostly consisted of waterbody assessments on smaller streams. During this time the "Rapid Assessment" protocol was designed, tested, and modified, using the traveling kick sample method on wadeable streams (Bode et al., 1991). In 1987 trend monitoring began on the RIBS (Rotating Intensive Basin Studies) network. This system involves an integrated sampling effort on one third of the major drainage basins in the state each for two years, completing all basins over a six-year period. In 1993, beginning with the second round of RIBS sampling, a screening procedure was developed to provide broader coverage of streams. The screening procedure involves on-site evaluation of water quality based on a traveling kick sample. If the site is assessed as non-impacted, the sample may be returned to the stream. If the site is assessed as impacted to some degree, the sample is retained. If the site is assessed as moderately or severely impacted, a water sample is collected for toxicity testing or a sediment sample is collected for chemical analysis. Finally, in 1998, RIBS sampling was changed to a schedule involving 3 years in each basin: Year One: planning, reconnaissance, and biological monitoring; Year Two: chemical/intensive monitoring; and Year Three: evaluation and assessment. This schedule allows for all 17 major drainage basins to be sampled over a period of 5 years. Waterbody assessment surveys involve sampling several sites along the length of a reach, and are usually conducted at the request of a DEC Regional office. Reasons for requesting a survey include: documentation of severity of a perceived problem, documentation of possible improvement following upgraded treatment, problem track-down, or collection of baseline data on a stream of unknown water quality. The best candidate streams for rapid assessment studies are those that include riffle habitats for the greatest biological diversity against which to measure alteration. An attempt is made to coordinate waterbody assessment surveys with the basins that are currently being sampled in the RIBS network. Some waterbody assessment surveys require more intensive methods. These include track-down of sources of xenobiotic substances, compliance monitoring to determine if significant impairment exists as the result of a discharge, and multi-disciplinary coordinated surveys. The methods used in special surveys are dependent on the specific applicable conditions, but may include replicated sampling, collection of organisms for tissue analysis, or application of biological impairment criteria. 7
8 1.4 Monitoring Parameters The following parameters are collected at sampling sites: 1. Sampling site location: river or stream, station number, specific location (distance upstream or downstream of bridge, road, town, or other landmark), latitude and longitude, access. 2. Collection date and time (arrival and departure), collectors. 3. Site physical parameters: width, depth, current speed, substrate type, embeddedness, canopy cover. 4. Water chemical parameters: temperature, conductivity, dissolved oxygen, ph. 5. Biological parameters: major macroinvertebrate groups present, aquatic vegetation. 6. Type of sample: e.g., multiplate, kick, organisms for tissue analysis, photograph. 7. Field assessment of water quality: based on macroinvertebrate community, aquatic vegetation, chemical parameters, other indications of impact. 1.5 Parameter Table Sample Method Parameter Matrix Reference Dissolved oxygen water 360.1* ph water 150.1* Specific conductance water 120.1* Temperature water 170.1* Current speed water ** Substrate type substrate ** Multiplate sample water ** Kick sample substrate ** Organism tissue substrate ** * - As documented in EPA Methods for Chemical Analysis of Water and Wastes ** - As documented in Section 6 of this work plan 8
9 2 Project Fiscal Information Listed below are resource requirements for the project, which may be used for computing cost estimates. More complete financial requirements and expenditures are available from the Bureau of Watershed Assessment and Research, Division of Water. 2.1 Work hour estimates 1. Field sampling: 2 persons X 0.75 hours = 1.5 hours/site 2. Multiplate sample processing: 5 hours/sample 3. Kick sample processing: 4 hours/sample 4. Sampling travel time: actual travel time for surveys is dependent on distance from the main office; total travel time = 2 x time to travel to stream hours/site sampling time hours/site average traveling time between sites. 2.2 Expendable items required 1. Alcohol: 80 gallons/year 2. Multiplate sample jars (4-oz): 150/year 3. Kick sample jars, polyethylene (1 qt.): re-useable 4. Multiplate sample wood (4' x 8' masonite): 2 sheets/year 5. Cable for sampler installing (1/8 inch): 120 feet/year 6. Turnbuckles: 35/year 7. Swivel snaps: 70/year 8. Microscope slides: 9 gross/year 9. Mounting media: 100 ml each Euparol, CMCP-9, CMCP-10/year 2.3 Major equipment items A complete and current inventory of equipment is maintained by the project. Major items are listed below: 1. Dissecting microscopes: 3 2. Compound microscopes: 2 3. Microscope illuminators: 5 4. Video cameras (2) for microscopes, with color monitors 5. Freeze-drying unit 6. Refrigerator/freezer: 1 7. Boats: 1 19-ft., 1 10-ft. inflatable zodiac-type boat 8. Boat motors: 1 90-hp, 1 15-hp 9. Meters: Hydrolab Surveyor 4 with Minisonde 10. Computers: 5 pc's with two laser printers 11. Samplers: 2 ponars, 12 nets, 1 Hess, 1 oyster dredge 12. Global Positioning System unit 9
10 2.4 Personnel The program is designed to be conducted by personnel in 3 general job titles, with the following approximate job duties (also refer to Section 4): 1. Research scientist: planning, reporting, sample collecting and processing 2. Assistant research scientist: data handling, sample collecting and processing 3. Technician: field and laboratory coordinating, sample collecting and processing 3 Schedule of Tasks and Products These items are dependent on the individual activities of the project; each task/product date differs with the particular activity. Listed below is the generalized scheme followed for the majority of the activities. 3.1 Multiplate sampling 1. Sample collection: May-September 2. Sample processing: September-March 3. Data analysis, reporting: October-April 3.2 Kick sampling 1. Sample collection: July-September 2. Sample processing: July-December 3. Data analysis, reporting: October-April 4 Project Organization and Responsibility The Stream Biomonitoring Unit is in the Bureau of Watershed Assessment and Research, Division of Water, New York State Department of Environmental Conservation. Following is a list of project personnel and their corresponding responsibilities: 4.1 Research Scientist III (1): 1. Overall project coordination 2. Overall QA 3. Sampling design 4. Performance auditing 5. Secondary laboratory analysis 6. Data quality review 7. Reporting 10
11 4.2 Environmental Program Specialist II (1): 1. Data processing activities 2. Data processing QC 3. Secondary laboratory analysis 4. Secondary data quality review 5. Secondary reporting 4.3 Environmental Program Specialist I or equivalent (3): 1. Sampling operations 2. Sampling QC 3. Primary laboratory analysis 4. Laboratory QC 5. Secondary data quality review 6. Secondary reporting 5 Data Quality Requirements and Assessments 5.1 Site selection: Sampling sites are selected to be representative of stream conditions and comparable to upstream and downstream sites. Representativeness is achieved by sampling in the mainstream, rather than peripheral areas. Comparability is achieved by selecting sites with the same dominant substrate type, similar current speeds, and similar percentages of canopy cover. 5.2 Multiplate sampling: All multiplate samplers are constructed, installed, and retrieved using specified methods (Section 6.1), assuring comparability between samples. Current speed is recognized as the primary stream factor necessary to be made uniform between sites for maximum comparability. Samples are tested for validity (in Section 10) to determine if disturbance occurred during the exposure period. 5.3 Kick sampling: Representativeness is achieved by sampling on a diagonal transect of the stream. Samples are also field-examined to determine representativeness. Comparability is achieved by sampling for a specified time and distance (Section 6.2). Comparability of current speed and substrate type between sites to the degree possible results in maximum comparability of the data. 11
12 5.4 Tissue analysis sampling: Net-spinning caddisflies (Trichoptera: Hydropsychidae) or crayfish (Crustacea: Decapoda), found statewide in most flowing waters, are collected whenever possible for maximum comparability. Other organisms such as hellgrammites or dragonfly larvae are collected if necessary. Detection limits, accuracy, and QA protocols for tissue analysis are the responsibility of the analytical laboratories of the New York State Department of Health, by whom the samples are analyzed. 5.5 Organism identification: Data validation procedures for organism identification (Section 10.1) assure accuracy of identification. Comparability of identifications is assured through frequent comparison of identified specimens with those in the reference collection. 5.6 Dissolved oxygen: The stated accuracy of the meter per manual of operations is +/- 0.2 mg/l. All samples are taken in situ at 1 meter unless otherwise indicated; profile sampling is performed if warranted. Calibration information is given in Section 8.1. Time of day is always noted, for representativeness and comparability. 5.7 ph: The stated accuracy of the meter per manual of operations is +/- 0.2 ph. All samples are taken in situ at 1 meter depth unless otherwise indicated; profile sampling is performed if warranted. Calibration information is given in Section Specific conductance: The stated accuracy of the meter per manual of operations is +/- 1% of range. All samples are taken in situ at 1 meter unless otherwise indicated; profile sampling is performed if warranted. The meter is calibrated as given in Section Sampling Procedures 6.1 Multiplate sampling 1. Rationale: Multiplates (multiple-plate samplers) are a type of artificial-substrate sampling device developed by Hester and Dendy (1962). They are used in flowing waters that are too deep for kick sampling. Artificial substrates collect a macroinvertebrate sample by providing a substrate for macroinvertebrate colonization for a fixed exposure period, after which the sampler is retrieved and the attached organisms are harvested. 12
13 The use of artificial substrate samplers allows the comparison of results from different locations and times by providing uniformity of substrate type, depth, and exposure period. The multiplate macroinvertebrate community is influenced more by water quality than by stream bottom conditions. 2. Site selection: Sites should have comparable current speed to both upstream and downstream sites to the degree possible. The specific sampling location is preferably a pool or run, rather than a riffle. Samplers should be placed in the main current, not in peripheral near-shore areas. In navigable waters, samplers should be placed at the edge of the actual navigation channel to avoid interference with boat traffic. If navigation buoys are available near the desired sampling site, these are usually chosen for the sampler location. Sites are chosen that have a safe and convenient access. 3. Sampler construction: The sampler design is 3 square hardboard plates, separated by spacers, mounted on a turnbuckle (Figure 1.). Three square plates of tempered hardboard (smooth on both sides) are cut to the size of 6 inches (15 cm) on each side. A 1/4 inch hole is drilled through the center of each. Four square spacers of 1/8 inch tempered hardboard are cut to the size of 1 inch on each side. A 1/4 inch hole is drilled through the center of each. Three of the spacers are glued together to form a triple spacer, with the sides and holes aligned. The plates and spacers are mounted on a No. 13 aluminum turnbuckle as in Figure 1. The top plates are separated by the single spacer, and the bottom plates are separated by the triple spacer. A washer is placed above the top plate and below the bottom plate. Both the top and bottom eyebolts of the turnbuckle are tightened securely to prevent loosening during exposure. The total exposed surface area of the sampler is 0.14 square meters (1.55 square feet). 4. Sampler placement: Two sampling units are placed at each site during routine monitoring to increase the chances of recovering at least one sample in case of vandalism, washout, or mishandling during retrieval. The method of sampler placement is dependent on stream depth and buoy availability (Figure 2.). If navigation buoys are used, samplers are suspended with plastic-coated cable attached to a suitable above-water portion of the buoy. A plastic identification tag listing the agency is also attached with cable at this point. Samplers are attached with brass swivel snaps to facilitate sampler retrieval and replacement. In waterways with stronger current, each sampler is stabilized with a brick weight attached to the bottom of the turnbuckle with a swivel snap. Samplers are installed 1.0 meter below the water surface. If navigation buoys are not available and stream depth is greater than 0.5 meters deep, the sampler is suspended from a float constructed of a two-liter plastic bottle filled with styrofoam chips. The float is anchored with a three-holed concrete block, 4 x 8 x 16 inches. Connections are made with 1/8 inch plastic-coated cable. Brass swivel snaps are used to connect the sampler to the cable. Samplers are installed 1 meter below the water surface; in streams meters deep, the samplers are placed midway between the water surface and the stream bottom. In streams less than 0.5 meters deep, the sampler is attached directly to a concrete block. The type of block used is a patio block, 2 x 8 x 16 inches, with a center hole drilled for attaching the sampler turnbuckle. 13
14 5. Sampler retrieval: Samplers are retrieved 5 weeks after placement. The sampler is carefully brought to the water surface and the swivel snaps are unhooked. The sampler is removed from the water and placed in a bucket of stream water. The sampler is disassembled using pliers and/or screwdrivers. All accumulated organisms and other material are scraped from the plates with a 3-inch wide paint scraper into the water in the bucket. The resultant slurry is poured into a U.S. no. 30 standard sieve, the residue rinsed with river water, and placed in a 4-ounce glass jar. 95% ethyl alcohol is added to fill the jar. 6. Sample sorting and subsampling: For routine monitoring, only one sample from each site/date collection is processed; the other sample is retained for possible later use. The sample with the most accumulated material is selected for processing. The sample is rinsed with tap water in a U.S. no. 40 standard sieve. The sample is then subsampled by placing the sample in a tray, evenly distributing it over the bottom, and placing a divider in the tray that divides the sample into quarters. A quarter subsample is examined under a dissecting stereo-microscope and the organisms are removed from the debris. As they are removed, they are sorted into major groups, placed in vials containing 70% ethyl alcohol, and counted. Quarter subsamples are sorted in their entirety; when 250 individuals have been sorted, no more quarters are sorted. For samples with a large number of a particular group of organisms, the numerous group of organisms may be subsampled, while the remaining organisms are sorted from the entire sample. Minimum subsample sizes are 50 for Oligochaeta, and 100 for all other groups. All identified specimens are archived. 7. Organism identification: organisms are identified to the appropriate taxonomic level (see Appendix XI) using the references listed in Appendix XII. A list of species collected by the Stream Biomonitoring Unit in New York State is included in Appendix XIII. Chironomidae are subsampled for 100 individuals, and Oligochaeta are subsampled for 50 individuals. Both are cleared, slide-mounted, and viewed through a compound microscope; most other organisms are identified as whole specimens using a dissecting stereomicroscope. The number of individuals in each species is recorded on a Laboratory Data Sheet (Appendix I). Representative specimens from a sample are selected and stored separately in a reference collection. 14
15 Figure 1. Multiple-Plate Sampler. The sampler design is 3 square hardboard plates, separated by spacers, mounted on a turnbuckle. Note: Not to Scale. 15
16 Figure 2. Installment of Multiple-Plate Sampler. The method of sampler placement is dependent on stream depth and buoy availability. 16
17 6.2 Kick sampling 1. Rationale: Kick sampling is a method of sampling benthic organisms by disturbing bottom sediments and catching the dislodged organisms downstream with an aquatic net. The use of a standardized traveling kick method provides a semi-quantitative sample of the resident benthic macroinvertebrate community. The kick sampling technique and analysis of the riffle community lends itself to rapid assessments of stream water quality. Its use is limited to wadeable areas of flowing waters. 2. Site selection: The sampling location should be a riffle with a substrate of rock, rubble, gravel, and sand. Depth should be less than one meter, and current speed should be at least 0.4 meters per second. The site should have comparable current speed, substrate type, and canopy cover to both upstream and downstream sites to the degree possible. Sites are chosen to have a safe and convenient access. 3. Time of sampling: The preferred sampling time for kick sampling is July-September. Spring sampling is generally avoided due to high numbers of naidid worms frequently occurring in spring samples. In cases where samples are being taken to compare with previous collections, the sampling time should concur with the previous time-of-year as much as possible. 4. Sampling: An aquatic net (size 9 in. X 18 in., mesh opening size 0.8 mm X 0.9 mm) is positioned in the water about 0.5 m downstream and the stream bottom is disturbed by foot, so that the dislodged organisms are carried into the net (Figure 3.). Sampling is continued for 5 minutes for a distance of 5 meters. The preferred line of sampling is a diagonal transect of the stream. The net contents are emptied into a pan of stream water, examined, and the major groups of organisms are recorded, usually on the ordinal level. Larger rocks, sticks, and plants may be removed from the sample if organisms are first removed from them. The net is thoroughly cleaned before further sampling by vigorous rinsing in the stream. The contents of the pan are sieved with a U.S. no. 30 standard sieve and transferred to a quart jar. The sample is then preserved by adding 95% ethyl alcohol. 5. Sample sorting and subsampling: In the laboratory the sample is drained through a U.S. no. 60 sieve to remove the alcohol. The sample is transferred to an enamel pan and a subsample is randomly removed with a spatula. This is rinsed with tap water in a sieve and placed in a 90 mm petri dish. This portion is examined under a stereo-microscope and all invertebrates larger than 1.5 mm are removed from the debris as it is drawn through the field of view. As the organisms are removed, the organisms are sorted into major taxonomic groups, placed in one-dram vials containing 70% ethyl alcohol, and counted. Sorting is continued until 100 organisms have been removed. All identified specimens are archived. Samples with large amounts of intact leaves and low numbers of individuals may be placed in a pan of water to separate organisms from debris using flotation. 17
18 6. Organism identification: Procedures follow those for multiplate sampling with the exception of Chironomidae and Oligochaeta, which are identified in their entirety. 18
19 Figure 3. The Traveling Kick Sample. Dislodged organisms are carried into an aquatic net (size 9 in. X 18 in., mesh opening size 0.8 mm X 0.9 mm). 19
20 6.3 Ponar sediment sampling 1. Rationale: The use of the Ponar grab sampler or Petite Ponar grab sampler (Figure 4) provides a quantitative sample of soft sediments in rivers or lakes. The sampler is designed to penetrate the substrate by its own weight, and enclose a portion of the bottom by means of a gravity-activated closing mechanism. The standard Ponar measures nine inches on each side, enclosing a surface area of 0.56 square feet (0.052 square meters). The Petite Ponar measures six inches on each side, enclosing a surface area of 0.25 square feet (0.023 square meters). 2. Site selection: Substrates in rivers and lakes that may be sampled with a Ponar grab sampler include: gravel, sand, silt, and clay. Substrates with larger rocks or wood may be difficult or impossible to sample, since these objects may block the jaws during closing, causing loss of part of the sample. 3. Time of sampling: The preferred sampling time for Ponar sampling is May- October. In cases where samples are being taken to compare with previous collections, the sampling time should concur with the previous time-of-year. 4. Sampling: Sampling is usually conducted from a boat. The sampler is lowered over the side of the boat with a cable or rope, and is lowered to the bottom of the waterbody. Lowering in the final meter above the bottom should be a freefall, to allow the sampler to penetrate the bottom. Upon reaching the bottom, the closing mechanism is activated, and the sampler is retrieved. After the sampler breaks the water surface, a bucket or tub is placed beneath to catch any escaping materials. The sampler is then opened, and the contents are sieved in a bucket with a U.S. Standard No. 30 mesh sieve (0.590 mm openings). The residue may then be examined, and the major groups of organisms are recorded, usually on the ordinal level (e.g., stoneflies, mayflies, caddisflies). Larger rocks, sticks, and plants may be removed from the sample if organisms are first removed from them. The contents of the sieve are then transferred to a quart jar. The sample is then preserved with 95% ethyl alcohol. 5. Sample sorting and subsampling: In the laboratory the sample is rinsed with tap water in a U.S. No. 40 standard sieve to remove any fine particles left in the residues from field sieving. The sample is transferred to an enamel pan and distributed homogeneously over the bottom of the pan. A small amount of the sample is randomly removed with a spatula and placed in a petri dish with water. This portion is examined under a dissecting stereomicroscope and 100 organisms are removed from the debris. As they are removed, they are sorted into major groups, placed in vials containing 70 percent alcohol, and counted. 20
21 Figure 4. The petite ponar grab sampler. The sampler is lowered to the bottom of the waterbody, free-falling for the final meter to allow penetration of the bottom sediment. Upon reaching the bottom, the closing mechanism is activated. As the sampler is retrieved, it encloses a portion of the substrate. 21
22 6. Organism Identification. All organisms are identified to the species level whenever possible. Chironomids and oligochaetes are slide-mounted and viewed through a compound microscope; most other organisms are identified as whole specimens using a dissecting stereomicroscope. The number of individuals in each species, and the total number of individuals in the sample is recorded on a data sheet. All organisms from the subsample are archived, either slide-mounted or preserved in alcohol. 6.4 Biological Impairment Criteria sampling 1. Background/rationale: Biological impairment criteria for flowing waters in New York State were recently introduced into the biological monitoring program (Bode et al., 1990). These criteria allow determination of significant water quality impairment based on upstream/downstream changes in one of five biological indices. The criteria are used for enforcement or compliance monitoring, as distinguished from trend monitoring. Figure 5 provides an overview of the procedures used. The Biological Impairment Criteria document (Bode et al., 1990) should be consulted for a detailed description. 2. Sampling: The most appropriate sampling method is determined by measuring habitat parameters at available upstream and downstream sites. Kick sampling is used for wadeable riffles with rock/gravel/sand substrates; multiplate sampling is used for all other habitats. Upstream and downstream sites are selected that meet the habitat criteria for site comparability. Sampling is conducted at the upstream and downstream site. For kick sampling, four replicates are collected at each site. For multiplate sampling, three 5- week exposures are conducted. 3. Sample sorting and identification: Kick samples are sorted for 100 individuals as described in this section. Multiplate samples are sorted as described in Section 6.6. Identification procedures for both follow those described in Section 6.7. For kick samples, percentage similarity is used (as in Bode et al., 1990) to calculate similarity between three of the replicates at each site. If similarity is less than 50 for any replicate pairing, 100 organisms are re-subsampled from the replicate with the lowest average similarity. If similarity is still less than 50 for the replicate pairing, a fourth replicate is subsampled from the site. If 50% similarity cannot be achieved with these replicates or subsamples, re-sampling is necessary. 4. Data reduction: The parameters are calculated for each sample, parameters a-e for kick samples and parameters a-d for multiplate samples. The average index value for the 3 samples from each site is calculated for each index: Hilsenhoff Biotic Index, EPT richness, Species richness, Species dominance, and Percent Model Affinity 5. Determination of impairment: Values from the downstream site are compared to those from upstream site. For kick samples, violation of 1 or more of the criteria for parameters a-e indicates provisional impairment. For multiplate samples, violation of 1 or more criteria for parameters a-d indicates provisional impairment. 22
23 a. Biotic index: +1.5 (0-10 scale) b. EPT value: -4 c. Species richness: -8 d. Species dominance: +15 e. Percent model affinity: -20 For sites with provisional impairment, perform the Student's T-test (as in Bode et al., 1990) to determine if results are statistically significant at the level P=0.05. If results are significant, biological impairment is indicated. 6.5 Nonpoint source sampling 1. Rationale: Nonpoint source discharges present special problems in measuring impacts to resident biotic stream communities. The primary potential problems are siting upstream control sites in agricultural areas, and detecting effects of nonpoint sources, which are often less pronounced. A recent study (Bode et al., 1995) showed that the existing biological impairment criteria proposed for New York State streams (Bode et al., 1990), with certain modifications, can be effective in documenting effects of nonpoint impacts. 2. Sampling: Only kick sampling in wadeable riffles with rock/gravel/sand substrates has been tested for nonpoint applications. Preliminary non-replicated kick sampling should be conducted to determine probable nonpoint impacts (Figure 6). Probable nonpoint impacts are determined by an assessment of slight impact, with probable cause indicated by Impact Source Determination. To proceed with impact assessment sampling, select an upstream site and a downstream site that meet the habitat criteria for site comparability. The upstream site should be minimally affected by nonpoint discharges. Siting on a comparable surrogate stream may be necessary if no suitable minimally affected upstream site can be found. Sampling at the two sites is conducted using biological impairment methods (Section 6.4.). 3. Sample sorting and identification: Kick samples are sorted for 100 individuals as described in Section Identification procedures follow those described in Section Use percentage similarity to calculate similarity between three of the replicates at each site. If similarity is less than 50 for any replicate pairing, re-subsample 100 organisms from the replicate with the lowest average similarity. If similarity is still less than 50 for the replicate pairing, subsample the fourth replicate from the site. If 50% similarity cannot be achieved with these replicates or subsamples, re-sampling is necessary. 4. Data reduction: Parameters a-e are calculated for each sample. The average index value for the 3 samples from each site is calculated for each index: Hilsenhoff Biotic Index, EPT richness, Species richness, Species dominance, and Percent Model Affinity. 23
24 5. Determination of impairment: Values from the downstream site are compared to those from upstream site. Violation of 1 or more of the criteria for parameters a-e indicates provisional impairment. a. Biotic index: +1.5 (0-10 scale) b. EPT value: -4 c. Species richness: -8 d. Species dominance: +15 e. Percent model affinity: -20 For sites with provisional impairment, the Student's T-test is performed to determine if results are statistically significant at the level P= If results are significant, biological impairment is indicated. 24
25 Figure 5. Biological Impairment Criteria Procedures 25
26 Figure 6. Procedure for Determination of Significant Biological Impairment from Agricultural NPS Impact. 26
27 6.6 On-site screening procedure 1. Rationale: To allow coverage of more sites, a procedure for using on-site assessment of a macroinvertebrate sample was developed. If a determination is made that water quality is apparently free of impacts, no further action is required. If the on-site is not nonimpacted, the sample is preserved for laboratory processing. 2. Sampling: The traveling kick method is used, as described in section 6.2. The method is limited to sites with wadeable riffles. Sampling is conducted on a 5-meter reach for 5 minutes. 3. Sample analysis: Analysis of the sample is conducted on-site. The entire kick sample is placed in a large enamel pan of water, and examined for macroinvertebrates without magnification. It is also helpful to have a tray of water with several compartments for placing different species. 4. Criteria: The following five criteria were established for determination of non-impact. Failure of any one criterion establishes possible impact. a. Mayflies must be present and numerous; at least 3 species must be present. b. Stoneflies must be present. c. Caddisflies must be present, but not more abundant than mayflies. d. Beetles must be present. e. Aquatic worms must be absent or sparse 5. Sample treatment: If the five criteria for non-impacted conditions are met, the sample may be returned to the stream. Organisms may be retained for tissue analysis. If any of the five criteria is not met, the sample is preserved for laboratory processing, and a water sample may be taken for toxicity testing, or a sediment sample for chemical analysis. 6. Limitations: It should be recognized that this procedure is designed to answer only the question of impact vs. no impact, and its use is normally limited to sites considered likely to be non-impacted. The inherent shortcoming of this method is that the assessment lacks any quantitative documentation. If the on-site determination is questionable, the sample should be preserved for laboratory processing. The method should not be used at headwater sites or sites affected by lake outlets, as these faunas are usually already altered by natural processes. 27
28 6.7 Tissue analysis sampling 1. Rationale: Macroinvertebrates are used as monitors of contaminants by collecting organisms and having their tissues chemically analyzed. They are of particular interest because they 1.) bioconcentrate many contaminants to levels several times that found in water, 2.) occupy a middle position in the aquatic food chain, and may be linked to levels found in fish, 3.) are less mobile and shorter lived than fish, and may be used to pinpoint a contaminant source in relation to time and location, and 4.) are easily collected in most streams. 2. Field collection: For routine monitoring, it is desirable to collect the same type of organism at each site to allow maximum comparison of results. The organisms most commonly found in the majority of streams in adequate biomass for analysis are the netspinning caddisflies (Trichoptera: Hydropsychidae), crayfish (Crustacea: Decapoda), hellgrammites (Megaloptera), and mollusks, (Mollusca - either clams, snails, or zebra mussels). Organisms are selected primarily on the basis of available numbers and size for attaining adequate biomass for analysis. Organisms are netted or hand-picked from the stream with forceps and placed in hexane-washed 4-ounce glass jars containing water from the stream being sampled. The jars are kept on ice in a cooler until returned to the laboratory. 3. Laboratory sorting: In the laboratory, specimens are emptied into a washed petri dish and examined under a dissecting stereo-microscope. Larger foreign particles are removed from the organisms. Mollusk tissues are removed from the shells for analysis. Crayfish are measured for carapace length and disjointed. All organisms are placed in scintillation vials (without water) or 4-ounce glass jars and stored in a freezer until preparation for analysis. Prior to submitting specimens for analysis, they are weighed (wet-weight), freeze-dried, and re-weighed (dry-weight). 4. Chemical analysis: All tissue analyses must be conducted in accordance with EPA SW 846 methods and minimum reporting levels (as shown in Appendix II), with NYS DEC draft HRMS (High Resolution Mass Spectrophotometry) methods, or must be conducted by the NYS Department of Health laboratories as stated in the Memorandum of Understanding between NYS DEC and NYS DOH. 5. Derivation of contaminant guidelines: Guidelines have been developed for metals, PAHs, PCBs, and some pesticides (Appendix III). For metals, PAHs, PCBs, and pesticides, frequency distributions were compiled of concentrations in tissues from samples collected state-wide, representing a wide range of water quality. Provisional guideline levels were initially set at the level of the mean plus 2.57 standard deviations from the mean. Provisional levels were subsequently adjusted as more data became available. Values reported as below detectable levels were treated as the level of detection for frequency distribution purposes. On-going collection and analysis of tissue samples is reviewed to determine if adjustment of any guidance value is considered necessary. 28
29 6.8 Morphological deformity analysis 1. Rationale: Morphological deformities have been shown to be associated with toxic contaminants in the environment. Warwick (1988) associated deformities in the midge Chironomus with contaminated sediments. Subsequent studies (Lenat, 1993) have focused on the mentum mouthpart of Chironomus as a reliable method for distinguishing toxic impacts from organic impacts, with toxic impacts resulting in deformities with greater frequency and severity. 2. Sampling: Samples may be obtained through kick sampling, multiplate sampling, or Ponar sampling. Chironomus are more likely to occur in Ponar samples, because they burrow in sediments. 3. Analysis: A minimum of 15 mature specimens of Chironomus is preferred to perform morphological deformity analysis. Specimens are slide-mounted and identified prior to examination for deformities. The mentum (the principal mouthpart structure) is examined to determine frequency and severity of deformities. Deformities most frequently encountered are missing teeth, extra teeth, asymmetry, and large gaps. Severity was classified into three classes according to Lenat (1993): Class I: slight deformities that may be difficult to distinguish from chipped teeth. Class II: more conspicuous deformities, including one of the following: extra teeth, missing teeth, large gaps, and distinct asymmetry. Class III: severe deformities, including at least two Class II characteristics. For each site, the total number of deformed specimens in each class is multiplied by the class number (1-3); these are added, and the mean severity is calculated, ranging from 1-3. Frequency is calculated as percent of the total midges displaying deformities in any class of severity. 4. Interpretation of results: A provisional rating system was devised, based on frequency and severity of mentum deformities. These were derived from Lenat (1993), Warwick (1988), and published and unpublished DEC data. Rating Frequency (%) Severity Non-toxic Slightly toxic Moderately toxic Severely toxic > 50 >
30 6.9 Assessment of water quality using diatoms 1. Rationale: Diatoms constitute a class of single-celled and colonial algae characterized by silicon cell walls. There are many advantages to using diatoms as water quality monitors: 1) they respond rapidly to water quality changes, making them valuable indicators of short-term impacts; 2) because they are primary producers and are ubiquitous in all waters, they are directly affected by water quality; 3) diatom sampling is rapid and requires few personnel; 4) the diatom community contains a naturally high number of taxa that can usually be identified to species; 5) diatom assemblages contain a high number of organisms, facilitating statistical analysis; 6) many diatom species are excellent indicators of organic pollution, eutrophication, and acidity; 7) diatoms are sensitive to abiotic factors that might not be detected in the fish or invertebrate assemblages; 8) diatom data can be analyzed using several metrics or indices to determine water quality and diagnose specific stressors; 9) diatoms bioconcentrate many contaminants, so that chemical analysis of them can be used as a monitor of toxic substances in the aquatic food chain; and 10) diatom samples can be preserved indefinitely and used for later evaluation. 2. Sampling: All major benthic habitats available are sampled for diatoms - stones, macrophytes and mud - and are mixed in a single, multi-habitat sample (MHS), representative of the periphytic flora of that site. Epilithon (community growing on rocks) is scraped from pebbles, cobbles and boulders with a knife. Epiphyton (community growing on plants) is collected from nonvascular and vascular plants by adding the whole plant or parts of it to the MHS. Epipelon (community occurring on the surface of mud) is sampled using a pipette to suction up the brown flocculent material occurring on the mud. All samples are placed in a vial and preserved with 4% formaldehyde in the field. 3. Sample processing and organism identification: Samples are processed in the laboratory with sulfuric acid following the method of Hasle and Fryxell (1970). Cleaned material is washed with distilled water eight times and then preserved in 100% ethanol. For light microscopy, the cleaned material is dried onto a cover glass with the flame of an alcohol lamp. A drop of ethanol is employed to speed the evaporation and spread the diatoms into an even layer. Permanent mounts are prepared using Naphrax and at least 300 cells per mount are identified employing an oil immersion objective at 1,000x magnification. 4. Analysis of data: Five indices are calculated: Pollution Tolerance Index, the Trophic Index, the Salinity Index, the Acidity Index, and the Siltation Index (Appendix VI). Water quality is assessed for each metric into one of four categories: non-impacted, slightly impacted, moderately impacted, or severely impacted. These assessments may be combined with macroinvertebrate assessments at a given site to arrive at an overall water quality assessment. This involves examination of the merits of each assessment and forming a consensus assessment. In most cases the consensus assessment is midway between the macroinvertebrate assessment and the diatom assessment. When macroinvertebrate assessments differ from diatom assessments by only one category, the 30
31 macroinvertebrate assessment is favored, since these criteria are based on a much larger database Assessment of water quality using fish A. Sampling Sampling in wadeable streams consists of electrofishing for approximately 40 minutes, attempting to sample one pool and one riffle. A backpack electroshocker is used; seining many also be used if appropriate. Most fish are identified and enumerated at the site and released; some specimens may be retained for later confirmation of identification. B. Analysis of data. Methods for interpretation of fish data with regard to water quality have not yet been standardized for northeastern streams. Four indices are used to assess water quality. 1. Species richness, weighted. Species richness is weighted by stream size using the following formula where x= richness: for stream width 1-4 meters, value= x+2; for 5-9 meters, x; for meters, x-2; for >20 meters; x-4. Maximum value= Percent Non-tolerant Individuals. This is the percentage of the total individuals belonging to species considered intolerant or intermediate to environmental perturbations. Tolerance is based on listing in EPA s Rapid Bioassessment Protocols (Barbour et al., 1999) with the exception of Blacknose Dace, which are here considered intermediate rather than tolerant. 3. Percent Non-tolerant Species. Similar to Percent Non-tolerant Individuals, but calculated for species. 4. Percent Model Affinity, by trophic class. This is the highest percentage similarity to any of five models of non-impacted fish communities, by trophic class, as listed in Halliwell et al. (1999). The models are: A B C D E Top carnivores Insectivores Blacknose dace Generalist feeders Herbivores The overall assessment of water quality is assigned by the profile value. This value = (weighted richness value + 0.1[% non-tolerant individuals] +0.1[non-tolerant species] + 0.1[Percent model affinity]) /4. For assessments of streams in western New York State, a correction factor of 0.75 is applied, to offset the increased diversity that these streams exhibit compared to streams in central and eastern New York. 31
32 6.11 Measurement of physical/chemical parameters 1. Dissolved oxygen: This is measured with a Hydrolab Surveyor 4 multi-parameter sensor. Measurement is made in situ one meter below water surface, or just below the water surface in riffles. Profile sampling is performed if warranted. 2. ph: This is measured with a Hydrolab Surveyor 4 multi-parameter sensor. Measurement is made in situ one meter below water surface in deep waters, or just below the water surface in riffles. 3. Conductivity: This is measured with a Hydrolab Surveyor 4 multi-parameter sensor. Measurement is made in situ one meter below water surface in deep waters, or just below the water surface in riffles. Profile sampling is performed if warranted. 4. Temperature: This is measured with a Hydrolab Surveyor 4 multi-parameter sensor. Measurement is made in situ one meter below water surface in deep waters, or just below the water surface in riffles. Profile sampling is performed if warranted. 5. Current speed: Surface current speed is measured by timing floating objects over a fixed distance. Portions of wooden tongue depressors are timed over a distance of 1 meter, and converted to centimeters per second. Alternately, floating debris may be measured over a distance of one meter and converted to centimeters per second. Timing is done with a digital stopwatch accurate to 0.1 second. 6. Substrate type: Percentage composition is estimated, using EPA size categories listed below. Type Size or characteristic Bed rock or solid rock -- Boulders greater than 256 mm (10 in.) in diameter Rubble mm (2 1/2-10 in.) in diameter Gravel 2-64 mm (1/2-2 1/2 in.) in diameter Sand mm in diameter; gritty texture Silt mm in diameter Clay less than mm in diameter 7. Embeddedness: This is the degree to which large substrate particles (boulder, rubble, or gravel) are surrounded or covered by fine sediments (sand, silt, or clay). Embeddedness is visually estimated by observation of the relative proportion of larger particles surrounded by fine sediment, often evidenced by a color change. 8. Canopy cover: Canopy cover is defined as the percent of the water surface directly beneath riparian vegetation or bridge structure. An average percentage is estimated for the reach extending 50 meters upstream of the sampling location. 32
33 7 Sample Custody Procedures 7.1 Macroinvertebrate community assessment samples 1. The sample jars are labeled with adhesive labels on jar and lid. 2. The general contents of the sample are noted in field for major groups of organisms present and approximate amount of biomass. These are recorded on field data sheet. 3. The samples are transported to the laboratory in sample jar boxes. 4. In the laboratory, each sample is accessioned into a logbook, and a laboratory data sheet is begun for each sample. Sorting and identification are noted in the logbook for each sample when completed. 5. During the data analysis of each sample, the results are validated. The results are compared to the sample description in the field notebook. 7.2 Macroinvertebrate tissue analysis samples 1. The sample jars are pre-cleaned by the manufacturer or hexane-washed in the laboratory. The jars are labeled with adhesive label and tie-tag. 2. Organisms are netted or removed from the substrate and placed in a jar with forceps. 3. Samples are placed on ice and transported to the laboratory. 4. After transfer to the laboratory, samples are immediately sorted and prepared for freeze-drying. Each sample is assigned a laboratory accession number, and the sample vial is labeled with the number. Sample information is recorded in laboratory record book. 5. Samples are stored in a laboratory freezer until they are removed and freeze-dried. 6. If the analysis is to be conducted by NYSDOH, samples are hand-delivered to the laboratory. For all other analyses, samples are shipped via overnight delivery service. 7. If the intended use of the data generated by the sampling is compliance- or enforcement-related, Chain Of Custody forms (Appendix I) are used and signed with each sample transfer, beginning with the collection in the field. 33
34 8 Calibration Procedures and Preventive Maintenance For all water column parameters measured, the Hydrolab Surveyor 4 multi-parameter sensor is calibrated one day before deployment, or the morning of the day of deployment, or at any time when a reading is perceived to be in question. All sensors are serviced on a monthly basis (when in use) according to the manufacturer's instructions. Specific calibration procedures are listed for each parameter. 8.1 Dissolved oxygen: Air calibrated each sampling day prior to sampling using local absolute barometric pressure and ambient air temperature. The calibration is compared to a table listing oxygen solubility at indicated temperature and barometric pressure. 8.2 ph: Calibrated using fresh commercial ph 7 and ph 9 buffers. If measurement of buffers differ from theoretical values by more than 0.2 ph units, the manufacturer's maintenance procedure is performed, and the unit is re-calibrated. The ph sensor is equipped with a low ionic-strength reference electrode to facilitate measurement in waters of low ionic strength (waters with specific conductance less than 200 µs/cm). 8.3 Specific conductance: Calibrated using standard solutions of 147 µs/cm and 718 µs/cm. 8.4 Temperature: Calibration is factory-set, and requires no re-calibration. Temperature is periodically checked against a laboratory quality glass thermometer. 9 Documentation, Data Reduction, and Reporting A. Raw data (species identifications and numbers of individuals of each species in a sample or subsample) are recorded on a separate laboratory data sheet for each site/date collection (Appendix I). B. Numbers from the laboratory data sheets are entered into an Excel spreadsheet containing a template master species list. The list is edited to include only the species collected, and the numbers of individuals of each species are entered. One file can contain the species lists for multiple sampling sites. Other items entered on the spreadsheet include waterbody identifier, station, collection date, and collection method. 34
35 C. The resulting Excel file from a sampling location or a group of locations is imported into FoxPro (Visual 6.0) for analysis and incorporation into the Stream Biomonitoring Unit data management system (see Figure 7). Calculations performed by the FoxPro programs include taxa richness, EPT richness, Hilsenhoff Biotic Index, Percent Model Affinity (PMA), species diversity, and 5 most abundant species and the percent contribution of 10 major groups. The biological assessment profile number (Appendix V) and impact source determination values (Appendix X) are also calculated. Two data summary sheets are printed from the Fox program, one containing the calculated metrics and dominant species, and one containing the impact source determination (ISD) results (Appendix X); in addition, the calculated values are stored in the appropriate FoxPro tables. D. Overall assessment of water quality based on the above metrics is accomplished by interpretation of the Biological Assessment Profile, a combined scaled ranking of the metric values. Conversion formulae transform values onto a common scale, ranging from 0-10, with 0 being very poor water quality (severely impacted), and 10 being very good water quality (nonimpacted). The conversion formulae are based on the expected range for the index within each category of impact for the appropriate waterbody and sampling method (see Appendix V). After all appropriate index values are converted to a common scale, they are averaged to obtain a score assigning the overall assessment of water quality into one of four categories of impact (non-, slight, moderate, severe). E. Sampling site locations and physical/chemical parameters measured in the field are entered directly into the appropriate FoxPro tables. Changes and additions to the Stream Biomonitoring Unit s master species list are also made directly in FoxPro. F. Laboratory results from the chemical analysis of invertebrate tissues (see Section 6.7) are reported electronically as well as in hard copy, from contract laboratories and the NYS Department of Health, and appended to the data table containing tissue analysis results. The results are compared to contaminant guidance values developed for crayfish, caddisflies, hellgrammites, and mollusks (Appendix III). Values exceeding these guidelines are appropriately reported. G. For reports, macroinvertebrate data are summarized on a Laboratory Data Summary sheet by extracting the appropriate information from the database and merging it into a word-processing template. This sheet includes site information, species richness, EPT richnes, Hilsenhoff Biotic Index, species diversity or Percent Model Affinity (depending on sample type), percent contribution of ten major groups, and five most abundant taxa, their common name, tolerance, and percent contribution, and field and overall water quality assessment. H. Reports of results include the following elements: background of study, results and conclusions, descriptions of sites sampled, species list for all sites in a survey, discussion of biological results, comparison to previous studies, raw data for each site, summaries of field and laboratory data, and literature cited. 35
36 Figure 7. Flow diagram explaining the Stream Biomonitoring Unit s Data Management System 36
37 10 Data Validation 10.1 Organism identification: Internal checks are frequently conducted among primary and secondary identifiers to assure internal consistency. Frequent comparison of voucher specimens is made with the laboratory reference collection. All species identifications are verified on the New York State species checklist, the U.S. EPA regional checklist, and the known distribution of the species as given in the primary reference Multiplate samples: Multiplate samples are compared with same site samples from other months to determine if the sample may have been invalidated by disturbance during the exposure period. Samples that show a 50% reduction in species from other months (same year) will be invalidated unless confirmed by replicate sampling Kick samples: Kick sample results are compared to field records of observed organisms to determine if the kick sample is representative of the fauna in the area sampled. Samples that show less than 50% of the major groups observed in the field will be invalidated unless confirmed by replicate sampling or additional subsampling Subsamples: Internal checks of subsamples are conducted on 5% of all samples to assure validity of subsampling procedures. Percent similarity between subsamples should be 75% or greater at the ordinal level Sample results: Results are re-evaluated if the index values occur in more than two impact categories. Best professional judgement is used to determine if outlying indices are spurious and should be eliminated from consideration of impact category. Samples with a dominant taxon contributing more than 40% of the sample are recognized as a subsampling artifact, and corrective action may be taken to minimize the influence of the taxon in assignment of water quality category (see Section 18) Data entry validation and transmittal errors: All data entered into computer files are validated by comparison of number of individuals and number of species from each Laboratory Data Sheet (Appendix I). Frequent spot checks are also made of individual entries. 37
38 11 Performance and System Audits In addition to frequent internal audits, the laboratory has participated in external performance evaluation studies by the U.S. EPA, where the U.S. EPA has evaluated and identified the macroinvertebrate test sample. The laboratory has also been evaluated by on-site visits and observation of field techniques by the U.S. EPA. 12 Corrective Action 12.1 Organism identification: Species identifications that are not found on the New York State species list or the U.S. EPA regional species checklist, and which are outside of the known distribution of the species as given in the primary reference must be verified by consultation with regional biologists or the appropriate taxonomic authority. Internal taxonomic discrepancies are corrected by auditing previous identifications of the species in question and making necessary changes to insure consistency. All species name changes are corrected on the species list, and a record made of the previous name Multiplate samples: Samples that are shown to be invalid (see Section 10.2) are not included in the data analysis process Kick samples: Samples that are shown to be invalid (see Section 10.3) and cannot be resolved by additional subsampling are not included in the data analysis process Subsamples: For multiplate samples, subsampling procedures which repeatedly yield invalid subsamples must be re-evaluated and appropriately modified. For kick samples, replicate sampling must be conducted for subsamples shown to be invalid Sample results: Outlying indices determined to be spurious may be rejected. Samples with a dominant species contributing more than 40% of the sample may have supplemental subsampling performed, limiting the dominant species to 40%. Adjustments in assessments may be made for headwater sites, intermittent stream sites, or sites affected by lake outlets or poor habitats (see Appendices VI-VIII). 38
39 12.6 Data entry validation and transmittal errors: All computer-entered data that are not verified by number of individuals and number of species from the Laboratory Data Sheet are considered invalid until corrections have been made. Errors found in spot checks of individual entries must be corrected, and additional spot checks conducted. 13 Reports A. Monthly reports are issued to inform appropriate management personnel of progress in the execution of the work plan. The reports include major accomplishments or findings, significant meetings or workshops attended, training courses completed, and outstanding problems. B. Water quality reports are issued upon completion of a major program element, (e.g., waterbody survey, or completion of a RIBS cycle). These reports are prepared as outlined in Section 9. C. Water quality trend reports for state waterbodies are issued at ten-year intervals. These reports are intended to summarize long-term trends discerned at continuous monitoring sites. 39
40 14 Literature Cited 1. Bahls, L. L Periphyton bioassessment methods for Montana streams. Montana Department of Health and Environmental Sciences Report. 2. Barbour, M. T., J. Gerritsen, B. D. Snyder, and J. B. Stribling Rapid bioassessment protocols for use in streams and wadeable rivers: periphyton, benthic macroinvertebrates and fish, Second Edition. EPA 841-B U.S. EPA Office of Water. 3. Bode, R. W., M. A. Novak, and L. E. Abele Biological impairment criteria for flowing waters in New York State. Technical Report, NYS Department of Environmental Conservation. 110 pages. 4. Bode, R. W., M. A. Novak, and L. E. Abele Methods for rapid biological assessment of streams. NYS Department of Environmental Conservation Technical Report. 57 pages. 5. Bode, R. W., M. A. Novak, and L. E. Abele Implementation and testing of biological impairment criteria for flowing waters with suspected nonpoint source pollution. Technical Report, NYS Department of Environmental Conservation. 54 pages. 6. Halliwell, D.B., R.W. Langdon, R.A. Daniels, J.P. Kurtenbach, and R.A. Jacobson Classification of freshwater fish species of the Northeastern United States for use in the development of indices of biological integrity, with regional applications. Chapter 12 In: Simon, T.P., ed. Assessing the sustainability and biological integrity of water resources using fish communities. CRC Press, Inc. 671 pages. 7. Hasle, G., and G. Fryxell Mounting for light and electron microscopy. Trans. Am. Microsc. Soc. 89: Bode, R. W., M. A. Novak, and L. E. Abele Biological impairment criteria for flowing waters in New York State. Technical Report, NYS Department of Environmental Conservation. 110 pages. 8. Hester, F. E., and J. S. Dendy A multiple-plate sampler for aquatic macroinvertebrates. Trans. Amer. Fish. Soc. 91: Hilsenhoff, W. L An improved biotic index of organic stream pollution. The Great Lakes Entomologist 20(1): Lenat, D. R Water quality assessment using a new qualitative collection method for freshwater benthic macroinvertebrates. North Carolina Division of Environmental Management Technical Report. 12 pages. 11. Lenat, D. R Using mentum deformities of Chironomus larvae to evaluate effects of toxicity and organic loading in streams. J. N. Am. Benthol. Soc. 12(3):
41 12. Merritt, R. W., and K. W. Cummins (eds.) An introduction to the aquatic insects of North America, 2nd edition. Kendall/Hunt Publ. Co., Dubuque, Iowa. 722 pp. 13. Novak, M.A. and R.W. Bode Percent model affinity, a new measure of macroinvertebrate community composition. J. North American Benthological Society 11(1): Smith, D. G Pennak s freshwater invertebrates of the United States (4 th ed.). John Wiley & Sons, New York. 638 pp. 15. U.S. EPA Methods for chemical analysis of water and wastes. U.S. EPA Publ. no. EPA-600/ Warwick, W.F Morphological deformities in Chironomidae (Diptera) larvae as biological indicators of toxic stress. Pages in M.S. Evans (editor): Toxic contaminants and ecosystem health; a Great Lakes focus. Wiley and Sons, NY. 17. Washington, H.G Diversity, biotic, and similarity indices. Water Research 18(6): Weber, C. I., ed Biological field and laboratory methods for measuring the quality of surface waters and effluents. U.S. EPA Publ. no. EPA-670/
42 15 Appendix I. Forms. The following sample forms are included: 15.1 Field Data Sheet It is to be completed by the collector at the time of sampling. 42
43 15.2 Chain of Custody (COC) It is to be completed with each sample transfer for samples to be used in compliance- or enforcement-related matters. 43
44 15.3 Sample Processing Record It is to be completed as samples are brought into the laboratory, and are sorted and identified. 44
45 15.4 Laboratory Data Sheet It is to be completed by laboratory personnel at the time of organism sorting and identifying. 45
46 16 Appendix II. Analytic specifications. Specifications are provided for the following constituents: 16.1 Metals Metals in Macroinvertebrate Tissue Parameter Analytic Method Minimum Reporting Level ** Arsenic EPA SW µg/g Cadmium EPA SW Chromium EPA SW Copper EPA SW Lead EPA SW Mercury EPA SW Nickel EPA SW Selenium EPA SW Titanium EPA SW Zinc EPA SW ** Minimum Reporting Level based on 1 gram of sample. 46
47 16.2 Polynuclear Aromatic Hydrocarbons (PAHs) Polynuclear Aromatic Hydrocarbons (PAHs*) in Macroinvertebrate Tissue Parameter CAS Number Analytic Method Benzo[A] Anthracene NYSDEC Method HRMS/LRMS- 3, based on California Air Resources Board (CARB) Method 429 Minimum Reporting Level ** ug/g Chrysene Fluoranthene Phenanthrene Pyrene * Sixteen PAHs are analyzed for. Five have been selected as representative of the group of compounds, for tracking in macroinvertebrate tissue. ** Minimum Reporting Level based on 10 grams of sample. 47
48 16.3 Organochlorine pesticides (low resolution) Organochlorine Pesticides in Macroinvertebrate Tissue Low Resolution Minimum Parameter CAS Number Analytic Method Reporting Level ** Aldrin Chlordane DDD DDE DDT Dieldrin Endosulfan I Endosulfan II Endosulfan Sulfate Endrin Endrin Aldehyde HCH, Alpha HCH, Beta HCH, Gamma (Lindane) HCH, Delta Heptachlor Heptachlor Epoxide Methoxychlor Mirex Toxaphene EPA SW µg/g ** Minimum Reporting Level based on 1 gram of sample. 48
49 16.4 Organochlorine pesticides (high resolution) Organochlorine Pesticides in Macroinvertebrate Tissue High Resolution Minimum Parameter CAS Number Analytic Method Reporting Level ** Aldrin Chlordane DDD DDE DDT Dieldrin Endosulfan I Endosulfan II Endosulfan Sulfate Endrin Endrin Aldehyde HCH, Alpha HCH, Beta HCH, Gamma (Lindane) HCH, Delta Heptachlor Heptachlor Epoxide Methoxychlor Mirex NYS DEC Draft Method HRMS- 2, based on EPA Method ng/g ** Minimum Reporting Level based on 10 grams of sample. 49
50 16.5 AMA (nitrogen/phosphorus) pesticides AMA (Nitrogen/Phosphorus) Pesticides in Macroinvertebrate Tissue Parameter CAS Number Analytic Method Minimum Reporting Level ** Alachlor (Lasso) Atrazine Azinphos-methyl Butylate (Sutan) Chlorpyrifos Cyanazine (Bladex) DEET Diazinon (Spectracide) Disulfuton (Di-Svston) EPTC (Eptam) Ethion Isofenphos (Oftanol) Linuron (Lorax) Malathion Metalaxyl Metolachor Parathion Phosalone (Zolone) Prometon (Pramitol) Propoxur (Bagon) Simazine Triazophos Trifluralin EPA Method ng/g ** Minimum Reporting Level based on 10 grams of sample. 50
51 16.6 Polychlorinated biphenyl (PCBs) Aroclors Polychlorinated Biphenyl (PCBs) Aroclors in Macroinvertebrate Tissue Parameter Aroclor 1221 Analytic Method EPA SW Minimum Reporting Level ** 0.09 g/g Aroclor Aroclor 1016/ Aroclor Aroclor Aroclor ** Minimum Reporting Level based on 1 gram of sample. 51
52 17 Appendix III. Levels of concern for contaminants in tissues of selected macroinvertebrates Metals Levels of concern for metals in invertebrates Concentrations in µg/g (ppm) dry weight Crayfish Caddisflies Hellgrammites Stoneflies Mollusks and Odonata Arsenic Cadmium Chromium Copper Lead Mercury Nickel Selenium Titanium Zinc
53 17.2 PAHs Levels of concern for PAHs in invertebrates Concentrations in µg/kg (ppb) dry weight Crayfish Caddisflies Hellgrammites Mollusks Stoneflies, and Odonata Chrysene Fluoranthene Phenanthrene Pyrene Benzo [A] Anthracene PCBs Levels of concern for PCBs in invertebrates in mg/kg (parts per million) dry weight Crayfish Caddisflies Hellgrammites Stoneflies Mollusks Total PCBs Pesticides PESTICIDES Levels of concern for selected pesticides in invertebrates in ng/g (parts per billion) dry weight Crayfish Caddisflies Hellgrammites Mollusks DDT DDD DDE
54 18 Appendix IV. Macroinvertebrate Community Indices Seven water quality indices are currently used as measures of macroinvertebrate community health. Different combinations of these indices are used for kick samples from riffles, net samples from sandy streams, multiplate samples from navigable waters, and Ponar samples from lakes and rivers. 1. Species richness. This is the total number of species or taxa found in the sample. Higher species richness values are mostly associated with clean-water conditions. 2. EPT richness. EPT denotes the total number of species of mayflies (Ephemeroptera), stoneflies (Plecoptera), and caddisflies (Trichoptera) found in a 100-organism subsample. These are considered to be mostly clean-water organisms, and their presence generally is correlated with good water quality. 3. Biotic index. The Hilsenhoff Biotic Index is calculated by multiplying the number of individuals of each species by its assigned tolerance value, summing these products, and dividing by the total number of individuals. On a 0-10 scale, tolerance values range from intolerant (0) to tolerant (10). Tolerance values, listed in the species list, are mostly from Hilsenhoff (1987). High HBI values are indicative of organic (sewage) pollution, while low values indicate lack of sewage effects. 4. Percent Model Affinity. This is a measure of similarity to a model non-impacted community based on percent abundance in 7 major groups (Novak and Bode, 1992). Percentage similarity as calculated in Washington (1984) is used to measure similarity to a kick sample community of 40% Ephemeroptera, 5% Plecoptera, 10% Trichoptera, 10% Coleoptera, 20% Chironomidae, 5% Oligochaeta, and 10% Other. For Ponar samples, the model is: 20% Oligochaeta, 15% Mollusca, 15% Crustacea, 20% Non-Chironomidae Insecta, and 20% Chironomidae, and 10% Other. 5. Species diversity. Species diversity is a value that combines species richness and community balance (evenness). Shannon-Wiener diversity values are calculated using the formula in Weber (1973). High species diversity values usually indicate diverse, well-balanced communities, while low values indicate stress or impact. 6. Dominance. Dominance is a simple measure of community balance, or evenness of the distribution of individuals among the species. Simple dominance is the percent contribution of the most numerous species. Dominance-3 is the combined percent contribution of the three most numerous species. High dominance values indicate unbalanced communities strongly dominated by one or more very numerous species. 7. NCO richness. NCO denotes the total number of species of organisms other than those in the groups Chironomidae and Oligochaeta. Since Chironomidae and Oligochaeta are generally the most abundant groups in impacted communities, NCO taxa are considered to be less pollution tolerant, and their presence would be expected to be more indicative of good water quality. This measure is the Sandy Stream counterpart of EPT richness. 54
55 Appendix IV, cont. PROCEDURE FOR CALCULATING HILSENHOFF BIOTIC INDEX. 1. Determine the tolerance value for each species in the sample. Each value is an assigned number from 0-10 based on its tolerance, 0 being very intolerant and 10 being very tolerant. These are available in the New York State species list (Appendix IV) or in Hilsenhoff (1987). 2. For each species, multiply the number of individuals by its tolerance value. Total all these products. 3. Divide the total of tolerance value/individuals products by the total number of individuals in the sample. This is the biotic index value. Example: Genus/ species ind. tol. subtotal OLIGOCHAETA Nais communis Pristina leidyi MOLLUSCA Physa gyrina EPHEMEROPTERA Baetis amplus Stenonema ithaca Drunella cornuta PLECOPTERA Paragnetina media COLEOPTERA Stenelmis crenata TRICHOPTERA Cheumatopsyche sp Hydropsyche morosa Hydroptila sp CHIRONOMIDAE Conchapelopia sp Cricotopus bicinctus Orthocladius sp Polypedilum sp TOTAL HBI= 5.73 (tolerance subtotal divided by 100 individuals) ind: number of individuals. tol: assigned tolerance value. 55
56 Appendix IV, cont. PROCEDURE FOR CALCULATING PERCENT MODEL AFFINITY 1. Determine the percent contribution for each of the 7 major groups: Oligochaeta, Ephemeroptera, Plecoptera, Coleoptera, Trichoptera, Chironomidae, and Other. These must add up to For each group, compare the actual percent contribution with that in the model; find the lesser of the two values, and add up these values. 3. The sum of the lesser values for the seven groups is the Percent Model Affinity value. Example: Sample Model Lesser value OLIGOCHAETA EPHEMEROPTERA PLECOPTERA COLEOPTERA TRICHOPTERA CHIRONOMIDAE OTHER TOTAL PMA value = 61 56
57 19 Appendix V. Biological Assessment Profile of Index Values for Riffle Habitats The Biological Assessment Profile of index values is a method of plotting biological index values on a common scale of water quality impact. For riffle habitats, these indices are used: SPP (species richness), HBI (Hilsenhoff Biotic Index), EPT (EPT richness), and PMA (Percent Model Affinity). Values from the four indices are converted to a common 0-10 scale as shown in this figure. The mean scale value of the four indices represents the assessed impact for each site. 57
58 Appendix V, cont. FORMULAS FOR CALCULATING BIOLOGICAL ASSESSMENT PROFILE VALUES FOR RIFFLE KICK SAMPLES SPECIES RICHNESS SPP>35 replace with 10 SPP>26 replace with (((SPP-26)/9)*2.5)+7.5 SPP>18 replace with (((SPP-18)/8.5)*2.5)+5 SPP>10 replace with (((SPP-10)/8.5)*2.5)+2.5 SPP<5 replace with 0 SPP<11 replace with ((SPP-5)/5.5)*2.5 EPT RICHNESS EPT>15 replace with 10 EPT>10 replace with (((EPT-10)/5)*2.5)+7.5 EPT>5 replace with (((EPT-5)/5.5)*2.5)+5 EPT>1 replace with (((EPT-1)/4.5)*2.5)+2.5 if EPT = 1 replace with 1.25 if EPT = 0 replace with 0 HILSENHOFF BIOTIC INDEX HBI <2 replace with 10 HBI <4.51 replace with 10-(HBI-2) HBI <6.51 replace with 7.5-(((HBI-4.5)/2)*2.5) HBI <8.51 replace with 5-(((HBI-6.5)/2)*2.5) HBI >8.50 replace with 2.5-(((HBI-8.5)/1.5)*2.5) PERCENT MODEL AFFINITY PMA >90 replace with 10 PMA >64 replace with (((PMA-64)/26)*2.5)+7.5 PMA >49 replace with (((PMA-49)/15.5)*2.5)+5 PMA >34 replace with (((PMA-34)/15.5)*2.5)+2.5 PMA <20 replace with 0 PMA <35 replace with ((PMA-20)/14.5)*2.5 58
59 Appendix V, cont. BIOLOGICAL ASSESSMENT PROFILE OF INDEX VALUES FOR MULTIPLE-PLATE SAMPLES FROM NAVIGABLE WATERS The Biological Assessment Profile of index values is a method of plotting biological index values on a common scale of water quality impact. For multiplate samples from navigable waters, these indices are used: SPP (species richness), HBI (Hilsenhoff Biotic Index), EPT (EPT richness), and DIV (species diversity). Values from the four indices are converted to a common 0-10 scale as shown in this figure. The mean scale value of the four indices represents the assessed impact for each site. 59
60 Appendix V, cont. FORMULAS FOR CALCULATING BIOLOGICAL ASSESSMENT PROFILE VALUES FOR MULTIPLATE SAMPLES FROM NAVIGABLE RIVERS SPECIES RICHNESS SPP>26 replace with 10 SPP>21 replace with (((SPP-21)/5)*2.5)+7.5 SPP>16 replace with (((SPP-16)/5.5)*2.5)+5 SPP>11 replace with (((SPP-11)/5.5)*2.5)+2.5 SPP<8 replace with 0 SPP<12 replace with ((SPP-8)/3.5)*2.5 HILSENHOFF BIOTIC INDEX HBI<6.00 replace with 10 HBI<7.00 replace with ((HBI-6.00)*2.5) HBI<8.00 replace with 7.50-((HBI-7.00)*2.5) HBI<9.00 replace with 5.00-((HBI-8.00)*2.5) HBI>=9.00 replace with 2.50-((HBI-9.00)*2.5) EPT RICHNESS EPT>10 replace with 10 EPT>5 replace with (((EPT-5)/5)*2.5)+7.5 EPT>3 replace with (EPT-3)+5 EPT>1 replace with (EPT-1)+2.5 EPT=0 replace with 0 EPT>0 replace with 1.5 SPECIES DIVERSITY DIV>3.50 replace with 10 DIV>3.00 replace with ((DIV-3.00)/0.5)*2.5)+7.5 DIV>2.50 replace with (((DIV-2.5)/0.5)*2.5)+5.00 DIV>2.00 replace with (((DIV-2.00)/0.5)*2.5)+2.5 DIV>1.50 replace with ((DIV-1.50)/0.5)*2.5 DIV=1.50 replace with 0 DIV<1.50 replace with 0 60
61 Appendix V, cont. BIOLOGICAL ASSESSMENT PROFILE OF INDEX VALUES FOR MULTIPLE-PLATE SAMPLES FROM NON-NAVIGABLE WATERS The Biological Assessment Profile of index values is a method of plotting biological index values on a common scale of water quality impact. For multiplate samples from navigable waters, these indices are used: SPP (species richness), HBI (Hilsenhoff Biotic Index), EPT (EPT richness), and DIV (species diversity). Values from the four indices are converted to a common 0-10 scale as shown in this figure. The mean scale value of the four indices represents the assessed impact for each site. 61
62 Appendix V, cont. FORMULAS FOR CALCULATING BIOLOGICAL ASSESSMENT PROFILE VALUES FOR MULTIPLATE SAMPLES FROM NON-NAVIGABLE RIVERS SPECIES RICHNESS SPP>35 replace with 10 SPP>26 replace with (((SPP-26)/9)*2.5)+7.5 SPP>18 replace with (((SPP-18)/8.5)*2.5)+5 SPP>10 replace with (((SPP-10)/8.5)*2.5)+2.5 SPP<5 replace with 0 SPP<11 replace with ((SPP-5)/5.5)*2.5 EPT RICHNESS EPT>15 replace with 10 EPT>10 replace with (((EPT-10)/5)*2.5)+7.5 EPT>5 replace with (((EPT-5)/5.5)*2.5)+5 EPT>1 replace with (((EPT-1)/4.5)*2.5)+2.5 if EPT = 1 replace with 1.25 if EPT = 0 replace with 0 HILSENHOFF BIOTIC INDEX HBI <2 replace with 10 HBI <4.51 replace with 10-(HBI-2) HBI <6.51 replace with 7.5-(((HBI-4.5)/2)*2.5) HBI <8.51 replace with 5-(((HBI-6.5)/2)*2.5) HBI >8.50 replace with 2.5-(((HBI-8.5)/1.5)*2.5) SPECIES DIVERSITY DIV >5.00 replace with 10 DIV >4.00 replace with ((DIV-4.00)*2.5)+7.5 DIV >3.00 replace with ((DIV-3.00)*2.5)+5.0 DIV >2.00 replace with ((DIV-2.00)*2.5)+2.5 DIV >1.00 replace with (DIV-1.00)*2.5 DIV <= 1.00 replace with 0 62
63 Appendix V, cont. BIOLOGICAL ASSESSMENT PROFILE OF INDEX VALUES FOR PONAR SAMPLES FROM SOFT SEDIMENTS The Biological Assessment Profile of index values is a method of plotting biological index values on a common scale of water quality impact. For Ponar samples from soft sediments, these indices are used: SPP (species richness), HBI (Hilsenhoff Biotic Index), DOM3 (Dominance-3), PMA (Percent Model Affinity), and DIV (species diversity). Values from the five indices are converted to a common 0-10 scale as shown in this figure. The mean scale value of the five indices represents the assessed impact for each site. 63
64 Appendix V, cont. FORMULAS FOR CALCULATING BIOLOGICAL ASSESSMENT PROFILE VALUES FOR PONAR SAMPLES: SPECIES RICHNESS SPP>25 replace with 10 SPP>19 replace with (((SPP-19)/6.5)*2.5)+7.5 SPP>14 replace with (((SPP-14)/5.5)*2.5)+5 SPP>10 replace with (((SPP-10)/4.5)*2.5)+2.5 SPP<5 replace with 0 SPP<11 replace with ((SPP-5)/5.5)*2.5 SPECIES DIVERSITY DIV>4.00 replace with 10 DIV>3.00 replace with ((DIV-3.00)*2.5)+7.5 DIV>2.50 replace with (((DIV-2.5)/0.5)*2.5)+5.00 DIV>2.00 replace with (((DIV-2.00)/0.5)*2.5)+2.5 DIV>1.50 replace with ((DIV-1.50)/0.5)*2.5 DIV<=1.50 replace with 0 HILSENHOFF BIOTIC INDEX HBI<6.00 replace with 10 HBI<7.00 replace with ((HBI-6.00)*2.5) HBI<8.00 replace with 7.50-((HBI-7.00)*2.5) HBI<9.00 replace with 5.00-((HBI-8.00)*2.5) HBI>=9.00 replace with 2.50-((HBI-9.00)*2.5) PONAR PMA PONARPMA>80 replace with 10 PONARPMA>67.5 replace with ((PONARPMA-67.5)/5)+7.5 PONARPMA>55 replace with ((PONARPMA-55)/5)+5 PONARPMA>42.5 replace with ((PONARPMA-42.5)/5)+2.5 PONARPMA>30 replace with (PONARPMA-30)/5 PONARPMA<=30 replace with 0 SPECIES DOMINANCE DOM3<=45 replace with 10 DOM3<60 replace with 10-(((DOM3-45)/15)*2.5) DOM3<75 replace with 7.5-(((DOM3-60)/15)*2.5) DOM3<90 replace with 5-(((DOM3-75)/15)*2.5) DOM3<100 replace with 2.5-(((DOM3-90)/10)*2.5) DOM3=100 replace with 0 64
65 Appendix V, cont. BIOLOGICAL ASSESSMENT PROFILE OF INDEX VALUES FOR NET SAMPLES FROM SLOW, SANDY STREAMS The Biological Assessment Profile of index values is a method of plotting biological index values on a common scale of water quality impact. For net samples from slow, sandy streams, these indices are used: SPP (species richness), HBI (Hilsenhoff Biotic Index), EPT (EPT richness), and NCO (NCO richness). Values from the four indices are converted to a common 0-10 scale as shown in this figure. The mean scale value of the four indices represents the assessed impact for each site. 65
66 Appendix V, cont. FORMULAS FOR CALCULATING BIOLOGICAL ASSESSMENT PROFILE VALUES FOR SLOW, SANDY STREAMS SPECIES RICHNESS SPP>26 replace with 10 SPP>21 replace with (((SPP-21)/5)*2.5)+7.5 SPP>16 replace with (((SPP-16)/5.5)*2.5)+5 SPP>11 replace with (((SPP-11)/5.5)*2.5)+2.5 SPP<8 replace with 0 SPP<12 replace with ((SPP-8)/3.5)*2.5 HILSENHOFF BIOTIC INDEX HBI<4.00 replace with 10 HBI<5.50 replace with (((HBI-4.00)/1.5)*2.5) HBI<7.00 replace with 7.50-(((HBI-5.50)/1.5)*2.5) HBI<8.50 replace with 5.00-(((HBI-7.00)/1.5)*2.5) HBI>=8.50 replace with 2.50-(((HBI-8.50)/1.5)*2.5) EPT RICHNESS EPT>10 replace with 10 EPT>5 replace with (((EPT-5)/5)*2.5)+7.5 EPT>3 replace with (EPT-3)+5 EPT>1 replace with (EPT-1)+2.5 EPT=0 replace with 0 EPT>0 replace with 1.5 NCO RICHNESS NCO>15 replace with 10 NCO>10 replace with (((NCO-10)/5)*2.5)+7.5 NCO>5 replace with (((NCO-5)/5.5)*2.5)+5 NCO>1 replace with (((NCO-1)/4.5)*2.5)+2.5 NCO=1 replace with 1.25 if NCO=0 replace with 0 66
67 20 Appendix VI. Diatom Community Indices A. The Pollution Tolerance Index (PTI) is calculated as the sum of the relative abundance of each species multiplied by the pollution tolerance class of that species (Bahls, 1993). Provisional ranges for the levels of impact are: >2.50, non-impacted; , slightly impacted; , moderately impacted; and <1.50, severely impacted. B. The Trophic Index is a measure of % mesotrophic to hypereutrophic individuals. Provisional ranges for the levels of impact are: 0-50, non-impacted; 51-70, slightly impacted; 71-85, moderately impacted; and , severely impacted. C. The Salinity Index is a measure of % halophilous individuals, indicating dissolved salts. Provisional ranges for the levels of impact are: 0-10, non-impacted; 11-30, slightly impacted; 31-50, moderately impacted; and , severely impacted. D. The Acidity Index is a measure of % acidophilous individuals, reflecting acid effects. Provisional ranges for the levels of impact are: 0-20, non-impacted; 21-50, slightly impacted; 51-75, moderately impacted; and , severely impacted. E. The Siltation Index (SI) is a measurement of the percent relative abundance of individuals belonging to motile genera, mostly Navicula, Nitzschia and Surirella, which are adapted to living on unstable substrates. SI ranges from 0 to 100, using the following provisional ranges for the levels of siltation: in mountainous streams: <20, no siltation; 20-39, minor siltation; 40-60, moderate siltation; and >60, heavy siltation. For plain streams (low elevation and slope) the ranges are: <60, no siltation; 60-69, minor siltation; 70-80, moderate siltation; and >80, heavy siltation. 67
68 21 Appendix VII. Characteristics of Headwater Stream Sites Headwater stream sites are defined as first-order or second-order stream locations close to the stream source, usually less than three miles. The natural characteristics of headwaters may sometimes result in an erroneous assessment of impacted water quality. 1) Headwater sites have reduced upstream recruitment resource populations to provide colonization by drift, and may have reduced species richness. 2) Headwater sites usually are nutrient-poor, lower in food resources, and less productive. 3) The reduced, simplified fauna of headwater sites may result in a community in which a few intolerant species may be very abundant. For 100-organism subsamples, this can affect many community indices: species richness, EPT richness, and percent model affinity. The dominant species averages 37% of the total fauna, and is an intolerant mayfly (e.g., Epeorus or Stenonema), stonefly (e.g., Leuctra), caddisfly (e.g., Brachycentrus or Chimarra), or riffle beetle (e.g., Optioservus or Promoresia). 4) Although headwater stream invertebrate communities are dominated by intolerant species, many community indices are low. Average index values are: species richness - 19, EPT richness - 8, Hilsenhoff biotic index , and percent model affinity These indices are based on headwaters of these streams: Esopus Creek, Sauquoit Creek, Oriskany Creek, Quaker Creek, Salt Spring Brook, Tri-County Creek, and Rondout Creek. 5) Corrective action for data judged to be affected by headwater conditions is the adjustment of the water quality assessment up one category (e.g., slightly impacted to non-impacted) to reflect genuine water quality. Alternative corrective action for non-representative indices from headwater sites is to apply a correction factor of 1.5 to species richness, EPT richness, and percent model affinity. Criteria for the use of the correction factor or assessment adjustment are: the headwater location is as described above, the community is dominated by intolerant species, and the above indices (species richness, EPT richness, and percent model affinity) are judged to be non-representative of actual water quality. 68
69 22 Appendix VIII. Characteristics of Intermittent Streams Intermittent streams are here considered to be those flowing surface waters which experience a dry period or cessation of flow at least once during a normal flow year. The invertebrate fauna of intermittent streams will have certain species precluded, but still may be rich and varied. Organisms which would be in the active stage during the dry period are eliminated from the fauna. Late-emerging insects are often absent, as are species with long lifecycles or some multivoltine species. The natural characteristics of intermittent streams may sometimes result in an erroneous assessment of impacted water quality. The fauna of intermittent streams is comprised of 6 main groups: species which survive in pools (normal pool inhabitants): flatworms, crustaceans, some caddisflies, snails; species which occupy pools only during the dry period: mosquitoes, some beetles; species which survive by burrowing into the substrate: flatworms, nematodes, oligochaetes, some amphipods and isopods, crayfish, riffle beetles, some midges, some caseless caddisflies, snails, mites, and small crustaceans; species with eggs which survive long periods of drought: stoneflies, some mayflies (the stonefly genera Allocapnia and Amphinemura are abundant in intermittent streams in eastern North America); species which re-invade from downstream or from other streams: mayflies, blackflies, midges, caddisflies; specialized inhabitants of temporary waters: some snails, some caddisflies (Lepidostoma, Neophylax). 1. Intermittent stream sites have many species eliminated from completing their life cycles, and often have reduced species richness. 2. The reduced, simplified fauna of intermittent stream sites often contains similar species that can survive dry periods. Species frequently encountered in intermittent streams are: Lumbricina, Enchytraeidae, Diamesinae, Brillia, Cricotopus, Diplocladius, Eukiefferiella claripennis gr., Limnophyes, Orthocladius, Parametriocnemus, Rheocricotopus, Synorthocladius, Thienemanniella, Tvetenia bavarica gr., Polypedilum aviceps, and Sublettea coffmani. 3. For intermittent stream sites, many community indices may be low. Average index values are: species richness - 22, EPT richness - 5, Hilsenhoff biotic index , and percent model affinity These indices are based on sites in several intermittent streams across New York State. 4. Recommended corrective action for non-representative indices from intermittent stream sites: a correction factor of 1.5 may be applied to species richness, EPT richness, and percent model affinity. Criteria for the use of the correction factor are: the stream location is known to be intermittent as described above, the community fits the description above, and the above indices (species richness, EPT richness, and percent model affinity) are judged to be non-representative of actual water quality. Alternatively, index values may be maintained, and the overall assessment may be adjusted up if the above criteria are met. 69
70 23 Appendix IX. Effects of Lake Outlets and Impoundments on Aquatic Invertebrate Communities Lakes, ponds, and impoundments have pronounced effects on the invertebrate faunas of their outflows. Although each outflow is dependent on the characteristics of the lake, most outflows share the following traits: 1. Species richness is nearly always lower below lake outlets. Due primarily to the lack of upstream communities to provide a resource for colonization and drift, lake outlet communities often have only about 60% of the number of species found in comparable non-impacted segments. EPT richness is often only 30% of that found at non-impacted sites. Biotic index values and percent model affinity values are also depressed (see below). 2. Several types of invertebrate communities are found downstream of impoundments. Invertebrates which are commonly numerous below lake outlets include Simulium (black fly larvae), Cheumatopsyche or Hydropsyche (filter-feeding caddisflies), Nais (worms), Gammarus (crustacean), Rheotanytarsus (midges), Stenelmis (riffle beetles) Sphaerium (fingernail clams), or Platyhelminthes (flatworms). To date, 8 community types have been identified from streams in New York State. 3. A marked succession of species often occurs over a short distance. Productivity may be initially high below the lake, but usually decreases a short distance downstream. Plankton carried downstream from the lake increases the biomass immediately downstream, primarily of organisms which feed by filtering plankton, such as certain caddisflies, black flies, and midges. This enriching effect does not persist very far downstream, as the plankton is diminished, and communities below this may have very low productivity. 4. Lakes with cold-water hypolimnion releases limit the fauna additionally by interference with life cycles of aquatic insects such as mayflies, stoneflies, and caddisflies. Because the temperature of hypolimnetic releases is usually very cold, the downstream communities are often limited to midges, worms, black flies, snails, and sowbugs. 5. Water quality assessments of impoundment-affected sites usually indicate slight or moderate impact. Of 25 lake-affected stream sites across New York State, the following index means and ranges were obtained: species richness: 17 (7-24); EPT richness: 4 (0-12); Hilsenhoff biotic index: 5.83 ( ); Percent Model Affinity: 45 (24-67). Correct interpretation of these assessments should reflect that although the resident fauna is affected, the impact is usually not a pollutional impairment. However, faunal effects caused by hypolimnion releases should be considered temperature-related and anthropogenic. 6. Corrective action for data judged to be affected by lake outlets is the adjustment of the water quality assessment up one category (e.g., slightly impacted to non-impacted) to reflect genuine water quality. Alternative corrective action for non-representative indices from headwater sites is to apply a correction factor of 1.5 to species richness, EPT richness, and percent model affinity. 70
71 24 Appendix X. Methods for Impact Source Determination Definition Impact Source Determination (ISD) is the procedure for identifying types of impacts that exert deleterious effects on a waterbody. While the analysis of benthic macroinvertebrate communities has been shown to be an effective means of determining severity of water quality impacts, it has been less effective in determining what kind of pollution is causing the impact. Impact Source Determination uses community types or models to ascertain the primary factor influencing the fauna. Development of methods The method found to be most useful in differentiating impacts in New York State streams was the use of community types, based on composition mostly by family and genus. It may be seen as an elaboration of Percent Model Affinity (Novak and Bode, 1992), which is based on class and order. A large database of macroinvertebrate data was required to develop ISD methods. The database included several sites known or presumed to be impacted by specific impact types. The impact types were mostly known by chemical data or land use. These sites were grouped into the following general categories: nonpoint nutrient additions, toxics, sewage effluent or animal wastes, municipal/industrial, siltation, impoundment, and natural. Cluster analysis was then performed within each group, using percent similarity, mostly at the family or genus level. Within each group different clusters were identified, each cluster usually composed of 4-5 sites with high biological similarity. From each cluster a hypothetical model was then formed to represent a model cluster community type; sites within the cluster had at least 50 percent similarity to this model. These community type models formed the basis for Impact Source Determination (see tables following). The method was tested by calculating percent similarity to all the models, and determining which model was the most similar to the test site. Some models were initially adjusted to achieve maximum representation of the impact type. New models are developed when similar communities are recognized from several streams. Use of the ISD methods Impact Source Determination is based on similarity to existing models of community types (see tables following). The model that exhibits the highest similarity to the test data denotes the likely impact source type, or may indicate "natural", lacking an impact. In the graphic representation of ISD, the highest similarity of each source type is identified, and similarities that are within 5% of the highest. Similarities less than 50% are considered less conclusive. The determination of impact source type is used in conjunction with assessment of severity of water quality impact to provide an overall assessment of water quality. Limitations These methods were developed for data derived from 100-organism subsamples of traveling kick samples from riffles of New York State streams. Application of the methods for data derived from other sampling methods, habitats, or geographical areas would likely require modification of the models. 71
72 NATURAL A B C D E F G H I J K L M PLATYHELMINTHES OLIGOCHAETA HIRUDINEA GASTROPODA SPHAERIIDAE ASELLIDAE GAMMARIDAE Isonychia BAETIDAE HEPTAGENIIDAE LEPTOPHLEBIIDAE EPHEMERELLIDAE Caenis/Tricorythodes PLECOPTERA Psephenus Optioservus Promoresia Stenelmis PHILOPOTAMIDAE HYDROPSYCHIDAE HELICOPSYCHIDAE/ BRACHYCENTRIDAE/ RHYACOPHILIDAE SIMULIIDAE Simulium vittatum EMPIDIDAE TIPULIDAE CHIRONOMIDAE Tanypodinae Diamesinae Cardiocladius Cricotopus/ Orthocladius Eukiefferiella/ Tvetenia Parametriocnemus
73 Chironomus Polypedilum aviceps Polypedilum (all others) Tanytarsini TOTAL
74 NONPOINT NUTRIENTS, PESTICIDES A B C D E F G H I J PLATYHELMINTHES OLIGOCHAETA HIRUDINEA GASTROPODA SPHAERIIDAE ASELLIDAE GAMMARIDAE Isonychia BAETIDAE HEPTAGENIIDAE LEPTOPHLEBIIDAE EPHEMERELLIDAE Caenis/Tricorythodes PLECOPTERA Psephenus Optioservus Promoresia Stenelmis PHILOPOTAMIDAE HYDROPSYCHIDAE HELICOPSYCHIDAE/ BRACHYCENTRIDAE/ RHYACOPHILIDAE SIMULIIDAE Simulium vittatum EMPIDIDAE TIPULIDAE CHIRONOMIDAE Tanypodinae Cardiocladius Cricotopus/ Orthocladius Eukiefferiella/ Tvetenia Parametriocnemus Microtendipes
75 Polypedilum aviceps Polypedilum (all others) Tanytarsini TOTAL
76 MUNICIPAL/INDUSTRIAL TOXIC A B C D E F G H A B C D E F PLATYHELMINTHES OLIGOCHAETA HIRUDINEA GASTROPODA SPHAERIIDAE ASELLIDAE GAMMARIDAE Isonychia BAETIDAE HEPTAGENIIDAE LEPTOPHLEBIIDAE EPHEMERELLIDAE Caenis/Tricorythodes PLECOPTERA Psephenus Optioservus Promoresia Stenelmis PHILOPOTAMIDAE HYDROPSYCHIDAE HELICOPSYCHIDAE/ BRACHYCENTRIDAE/ RHYACOPHILIDAE SIMULIIDAE Simulium vittatum EMPIDIDAE CHIRONOMIDAE Tanypodinae
77 Cardiocladius Cricotopus/ Orthocladius Eukiefferiella/ Tvetenia Parametriocnemus Chironomus Polypedilum aviceps Polypedilum (all others) Tanytarsini TOTAL
78 SEWAGE EFFLUENT, ANIMAL WASTES A B C D E F G H I J PLATYHELMINTHES OLIGOCHAETA HIRUDINEA GASTROPODA SPHAERIIDAE ASELLIDAE GAMMARIDAE Isonychia BAETIDAE HEPTAGENIIDAE LEPTOPHLEBIIDAE EPHEMERELLIDAE Caenis/Tricorythodes PLECOPTERA Psephenus Optioservus Promoresia Stenelmis PHILOPOTAMIDAE HYDROPSYCHIDAE HELICOPSYCHIDAE/ BRACHYCENTRIDAE/ RHYACOPHILIDAE SIMULIIDAE Simulium vittatum EMPIDIDAE CHIRONOMIDAE Tanypodinae Cardiocladius Cricotopus/ Orthocladius Eukiefferiella/ Tvetenia Parametriocnemus Chironomus
79 Polypedilum aviceps Polypedilum (all others) Tanytarsini TOTAL SILTATION IMPOUNDMENT A B C D E A B C D E F G H I J PLATYHELMINTHES OLIGOCHAETA HIRUDINEA GASTROPODA SPHAERIIDAE ASELLIDAE GAMMARIDAE Isonychia BAETIDAE HEPTAGENIIDAE LEPTOPHLEBIIDAE EPHEMERELLIDAE Caenis/Tricorythodes PLECOPTERA Psephenus Optioservus Promoresia Stenelmis PHILOPOTAMIDAE HYDROPSYCHIDAE HELICOPSYCHIDAE/ BRACHYCENTRIDAE/ RHYACOPHILIDAE SIMULIIDAE EMPIDIDAE CHIRONOMIDAE Tanypodinae
80 Cardiocladius Cricotopus/ Orthocladius Eukiefferiella/ Tvetenia Parametriocnemus Chironomus Polypedilum aviceps Polypedilum (all others) Tanytarsini TOTAL
81 25 Appendix XI. Levels of Taxonomic Identification Used Levels of taxonomic identification used, and keys used by the New York State Department of Environmental Conservation. Numbers correspond to references identification numbers listed in Appendix XIII. 81
82 Phylogenetic group/ taxonomic level Identification reference no. Coelenterata: family 108 Nemertea: genus 108 Platyhelminthes: class 108 Polychaeta: genus 83,108 Oligochaeta Lumbricina: order 83 Lumbriculidae: genus 18 or 83 Enchytraeidae: family 18 or 83 Tubificidae: species 18 or 83 Naididae: species 18 or 83 Hirudinea: order 83 or 108 Aphanoneura: family 83 or 108 Branchiobdellida: order 108 Gastropoda Physidae: species 60 or 83 Lymnaeidae: species 60 or 83 Planorbidae: species 60 or 83 Ancylidae: species 60 or 83 Viviparidae: species 60 or 83 Pleuroceridae: species 60 or 83 Hydrobiidae: species 60 or 83 Valvatidae: species 60 or 83 Pelecypoda Unionidae: species 116 or 83 Sphaeriidae: genus 83 Crustacea Anthuridae: family 48 Idoteidae: family 48 Asellidae: genus 108 or 83 Gammaridae: genus 108 or 83 Oedicerotidae: family 48 Talitridae: family 108 or 83 Cumacea: order 48 Decapoda: order 108 or 83 Arachnoidea: order 108 or 83 Collembola: order 83 Ephemeroptera Isonychiidae: species 83, 64 Ameletidae: genus 34, 83 Siphlonuridae: genus 34, 83 Baetidae Acerpenna: species 74, 117 Baetis: species 74 All others: genus 34, 83, 82
83 Heptageniidae Stenonema: species 9 All others: genus 34, 83 Leptophlebiidae Paraleptophlebia sp. 24 All others: genus 83 Ephemerellidae: species 2, 3, 4, 5, 6, 7 Tricorythidae: genus 83 Caenidae: species 84 Baetiscidae: genus 83 Potamanthidae: genus 83 Ephemeridae: genus 83 Polymitarcidae: genus 83 Odonata Gomphidae: genus 83, 122 Aeschnidae: genus 83, 122 Cordulegasteridae: genus 83, 122 Libellulidae: genus 83, 122 Calopterygidae: genus 83, 122 Agrionidae: genus 83, 122 Coenagrionidae: genus 83, 122 Hemiptera Corixidae: genus 83 Plecoptera Capniidae: genus 83, 114 Leuctridae: genus 83, 114 Nemouridae: genus 83, 114 Taeniopterygidae: species 45 Perlidae: species 55, 112, 114 Peltoperlidae: genus 83, 114 Chloroperlidae: genus 83, 114 Perlodidae: genus 83, 114 Pteronarcidae: genus 83, 114 Coleoptera Haliplidae: genus 83, 123 Dytiscidae: family 83, 123 Gyrinidae: family 83, 123 Hydrophilidae: family 83, 123 Psephenidae: genus 83, 123 Dryopidae: family 83, 123 Scirtidae: family 83, 123 Elmidae: species 19 Megaloptera Corydalidae: genus 37, 83 Sialidae: family 37, 83 Neuroptera Sisyridae: family 37 Trichoptera 83
84 Philopotamidae: genus 83, 125 Psychomyiidae: species 41, 125 Polycentropodidae: genus 83, 125 Hydropsychidae Hydropsyche: species 103, 105 All others: genus 83, 125 Rhyacophilidae: species 40 Glossosomatidae: genus 83, 125 Hydroptilidae: genus 83, 125 Phryganeidae: genus 83, 125 Brachycentridae Brachycentrus: species 42 All others: genus 83, 125 Limnephilidae: genus 83, 125 Lepidostomatidae: genus 83, 125 Odontoceridae: genus 83, 125 Molannidae: genus 83, 125 Helicopsychidae: species 83, 125 Leptoceridae: genus 83, 125 Lepidoptera Arctiidae: family 66, 83 Nepticulidae: family 66, 83 Pyralidae: family 66, 83 Diptera Tipulidae: genus 25, 83 Psychodidae: genus 83, 117 Ptychopteridae: genus 83 Blephariceridae: family 83, 117 Dixidae: genus 83, 127 Chaoboridae: genus 83 Ceratopogonidae: family 83 Simuliidae: species 115, 128 Tabanidae: family 83, 117 Athericidae: family 83, 117 Empididae: family 83, 117 Dolichopodidae: family 83, 117 Ephydridae: family 83, 117 Muscidae: family 83, 117 Anthomyiidae: family 83, 117 Scathophagidae: family 83, 117 Chironomidae Ablabesmyia: species 95 Cricotopus: species group 106, 107 Eukiefferiella: species group 13 Nanocladius: species 100 Orthocladius: species 109, 110 Psectrocladius: species group 124 Tvetenia: species group 13 84
85 Dicrotendipes: species 35 Polypedilum: species 69 Rheotanytarsus: species group 106 Tanytarsus: species group 106 All others: genus 83, 124 The level of taxonomy required for each group is based on these factors: differences in water quality tolerances within a group, likelihood of increased accuracy of species richness with more refined taxonomy, availability of identification keys, and history of identification of the group by the Stream Biomonitoring Unit. 85
86 26 Appendix XII. Species and Identification Reference List SPECIES includes macroinvertebrates collected in water quality surveys of New York State streams by the Stream Biomonitoring Unit since These are listed primarily in phylogenetic order. Classifications included for most organisms are phylum, class, order, family, genus, and species. Genera are arranged alphabetically within each family (subfamily for Chironomidae). TOLERANCE is a listing of tolerance values for each species used in the calculation of the Hilsenhoff Biotic Index. Tolerance values range from 0 for organisms very intolerant of organic wastes to 10 for organisms very tolerant of organic wastes. Most of these values were taken from Hilsenhoff (1987). For species not included in Hilsenhoff's listing, such as Oligochaeta, values were assigned based on water quality data from Stream Biomonitoring Unit surveys and from other literature references. Values taken from survey data were assigned by taking the mean of the tolerance values of other species in the sample. REFERENCE provides the number referring to the primary reference or references used to identify the species. These are listed in numerical order following the species list. For references which include only keys for adult, non-aquatic stages, specimens of the larvae were reared and identified in the adult stage. If two references are listed, either may be adequate to identify the organism, or both references may be needed to reach the appropriate taxonomic level. In the latter case, the first reference provides a key to genus, and the second, a key to the species in the genus. FEEDING HABIT lists the primary feeding habit for each species, using the following abbreviations: c-f, collector-filterer; c-g, collector-gatherer; prd, predator; scr, scraper; and shr; shredder. Most of these designations were taken from Merritt and Cummins (1984). In cases where more than one feeding habit is listed, the first listing was selected. For species not listed in Merritt and Cummins, other references were consulted, primarily Smith (2001). Reference numbers are found in Appendix XIII. 86
87 NEW YORK STATE DEPARTMENT OF ENVIRONMENTAL CONSERVATION STREAM BIOMONITORING UNIT MACROINVERTEBRATE SPECIES LIST COELENTERATA HYDROZOA HYDROIDA Hydridae Hydra sp prd NEMERTEA ENOPLA HOPLONEMERTEA Tetrastemmatidae Prostoma graecense prd PLATYHELMINTHES TURBELLARIA TRICLADIDA Planariidae Dugesia tigrina 6 62 prd Dugesia sp prd Undetermined Turbellaria 6 62 c-g ANNELIDA POLYCHAETA Undetermined Polychaeta 6 83 c-g SABELLIDA Sabellidae Manayunkia speciosa 6 83 c-g OLIGOCHAETA HAPLOTAXIDA Haplotaxidae Undetermined Haplotaxidae 5 18 prd LUMBRICIDA Undetermined Lumbricina 6 83 c-g LUMBRICULIDA Lumbriculidae Eclipidrilus sp c-g Stylodrilus heringianus 5 18 c-g Undetermined Lumbriculidae 5 18 c-g TUBIFICIDA Enchytraeidae Undetermined Enchytraeidae sp ,83 c-g Undetermined Enchytraeidae sp ,83 c-g Undetermined Enchytraeidae 10 18,83 c-g Tubificidae Aulodrilus americanus 7 18,83 c-g Aulodrilus limnobius 7 18,83 c-g 87
88 Aulodrilus piqueti 7 18,83 c-g Aulodrilus pluriseta 7 18,83 c-g Aulodrilus sp. 7 18,83 c-g Bothrioneurum vejdovskyanum 7 18 c-g Branchiura sowerbyi 6 18,83 c-g Ilyodrilus templetoni 10 18,83 c-g Isochaetides freyi 8 18,83 c-g Limnodrilus cervix 10 18,83 c-g Limnodrilus claparedeianus 10 18,83 c-g Limnodrilus hoffmeisteri 10 18,83 c-g Limnodrilus profundicola 10 18,83 c-g Limnodrilus udekemianus 10 18,83 c-g Potamothrix moldaviensis 8 18,83 c-g Potamothrix vejdovskyi 8 18 c-g Quistadrilus multisetosus 10 18,83 c-g Rhyacodrilus sp c-g Spirosperma ferox 6 18,83 c-g Tubifex tubifex 10 18,83 c-g Undet. Tubificidae w/ cap. setae 10 18,83 c-g Undet. Tubificidae w/o cap. setae 10 18,83 c-g Naididae Amphichaeta americana 6 18,83 c-g Arcteonais lomondi 6 18,83 c-g Chaetogaster diaphanus 7 18,83 prd Chaetogaster diastrophus 7 18,83 prd Chaetogaster limnaei 7 18,83 prd Chaetogaster setosus 7 18,83 prd Chaetogaster sp. 7 18,83 prd Dero digitata 10 18,83 c-g Dero furcata 10 18,83 c-g Dero nivea 10 18,83 c-g Dero obtusa 10 18,83 c-g Dero sp ,83 c-g Haemonais waldvogeli 8 18,83 c-g Nais barbata 8 18,83 c-g Nais behningi 6 18,83 c-g Nais bretscheri 6 18,83 c-g Nais communis 8 18,83 c-g Nais elinguis 10 18,83 c-g Nais pardalis 8 18,83 c-g Nais simplex 6 18,83 c-g Nais variabilis 10 18,83 c-g Nais sp. 8 18,83 c-g Ophidonais serpentina 6 18,83 c-g Paranais frici c-g Piguetiella michiganensis 6 18 c-g Pristina aequiseta 8 18,83 c-g Pristina breviseta 8 18,83 c-g 88
89 Pristina leidyi 8 18,83 c-g Pristina synclites 8 18,83 c-g Pristina sp. 8 18,83 c-g Pristinella jenkinae 8 18,83 c-g Pristinella osborni 8 18,83 c-g Pristinella sp. 8 18,83 c-g Ripistes parasita 8 18,83 c-f Slavina appendiculata 6 18,83 c-g Specaria josinae 6 18,83 c-g Stylaria lacustris 6 18,83 c-g Vejdovskyella comata 6 18,83 c-g Vejdovskyella intermedia 6 18,83 c-g Vejdovskyella sp. 6 18,83 c-g Undetermined Naididae 8 18,83 c-g Undetermined Oligochaeta 8 18,83 c-g HIRUDINEA RHYNCHOBDELLIDA Glossiphoniidae Batracobdella phalera 8 83,63 prd Helobdella elongata 8 83,63 prd Helobdella stagnalis 8 83,63 prd Helobdella triserialis 8 83,63 prd Helobdella sp prd Placobdella montifera 8 83,63 prd Undetermined Hirudinea 8 83,63 prd APHANONEURA AEOLOSOMATIDA Aeolosomatidae Aeolosoma headleyi? 8 29 c-f Aeolosoma leidyi? 8 29 c-f Aeolosoma quarternarium? 8 29 c-f Aeolosoma tenebrarum? 8 29 c-f Aeolosoma travancorense? 8 29 c-f Undetermined Aeolosomatidae 8 29 c-f 89
90 BRANCHIOBDELLA BRANCHIOBDELLIDA Branchiobdellidae Branchiobdella sp c-g Undetermined Branchiobdellidae c-g MOLLUSCA GASTROPODA BASOMMATOPHORA Physidae Physella ancillaria 8 83,60 c-g Physella gyrina 8 83,60 c-g Physella heterostropha 8 83,60 c-g Physella integra 8 83,60 c-g Physella sp. 8 83,60 c-g Undetermined Physidae 8 83,60 c-g Lymnaeidae Fossaria sp. 6 60,83 c-g Lymnaea stagnalis 6 60,83 c-g Pseudosuccinea columella 6 60,83 c-g Radix auricularia 6 60,83 c-g Stagnicola catascopium 6 60,83 c-g Stagnicola elodes 6 60,83 c-g Undetermined Lymnaeidae 6 60,83 c-g Planorbidae Gyraulus circumstriatus 8 60,83 scr Gyraulus deflectus 8 60,83 scr Gyraulus parvus 8 60,83 scr Gyraulus sp. 8 60,83 scr Helisoma anceps 6 60,83 scr Helisoma campanulata 6 60 scr Helisoma trivolvis 6 60 scr Helisoma sp scr Micromenetus dilatatus 6 60 scr Undetermined Planorbidae 6 60,83 scr Ancylidae Ferrissia parallela 6 60,83 scr Ferrissia rivularis 6 60,83 scr Ferrissia walkeri 6 60,83 scr Ferrissia sp. 6 60,83 scr Undetermined Ancylidae 6 60,83 scr MESOGASTROPODA Viviparidae Campeloma decisum 6 60,83 scr Viviparus georgianus 6 60,83 scr Pleuroceridae Goniobasis livescens 6 60,83 scr Goniobasis virginica 6 60,83 scr Goniobasis sp. 6 60,83 scr 90
91 Pleurocera acuta 6 60,83 scr Undetermined Pleuroceridae 6 60,83 scr Bithyniidae Bithynia tentaculata 8 60,83 scr Hydrobiidae Amnicola decepta 5 83,60 scr Amnicola grana 5 60,83 scr Amnicola limosa 5 60,83 scr Amnicola sp. 5 60,83 scr Cincinnatia cincinnatiensis 5 60,83 scr Pomatiopsis lapidaria 8 51,21 scr Probythinella lacustris 8 60,83 scr Undetermined Hydrobiidae 8 60,83 scr Valvatidae Valvata lewisi 8 60,83 scr Valvata piscinalis 8 60,83 scr Valvata sincera 8 60,83 scr Valvata tricarinata 8 60,83 scr Undetermined Valvatidae 8 60,83 scr PELECYPODA UNIONIDA Unionidae Anodonta implicata 6 116,83,31 c-f Elliptio complanata 8 116,83,31 c-f Lampsilis radiata 6 116,83,31 c-f Pyganodon cataracta 6 116,83,31 c-f Undetermined Unionidae 6 116,83,31 c-f VENEROIDEA Corbiculidae Corbicula fluminea 6 83 c-f Dreisseniidae Dreissena polymorpha 8 82 c-f Sphaeriidae Musculium partumeium 6 68,22 c-f Musculium transversum 6 68,22 c-f Musculium sp c-f Pisidium amnicum 6 68,22 c-f Pisidium casertanum 6 68,22 c-f Pisidium compressum 6 68,22 c-f Pisidium variabile 6 68,22 c-f Pisidium sp c-f Sphaerium corneum 6 68,22 c-f Sphaerium rhomboideum 6 68,22 c-f Sphaerium striatinum 6 68,22 c-f Sphaerium sp. 6 68,22 c-f Undetermined Sphaeriidae 6 83 c-f ARTHROPODA CRUSTACEA 91
92 ISOPODA Anthuridae Cyathura polita 5 48 c-g Idoteidae Chiridotea almyra 5 48 c-g Edotea sp c-g Asellidae Caecidotea communis 8 108,126 c-g Caecidotea intermedius c-g Caecidotea racovitzai 8 108,126 c-g Caecidotea racovitzai racovitzai 8 108,126 c-g Caecidotea nr. racovitzai 8 108,126 c-g Caecidotea sp c-g Lirceus sp c-g AMPHIPODA Crangonyctidae Crangonyx sp c-g Gammaridae Gammarus fasciatus 6 17,57 c-g Gammarus pseudolimnaeus 4 17,57 c-g Gammarus tigrinus 6 17,57 c-g Gammarus sp. 6 17,57 c-g Oedicerotidae Monoculodes edwardsi 5 17 c-g Talitridae Hyalella azteca 8 17 c-g CUMACEA Almyracuma proximoculi 5 48 c-g DECAPODA Cambaridae Cambarus sp. 6 83,108,56 c-g Orconectes obscurus 6 83,108,56 c-g Orconectes rusticus 6 83,108,56 c-g Orconectes sp. 6 83,108,56 c-g Undetermined Cambaridae 6 83,108,56 c-g OSTRACODA Undetermined Ostracoda c-g ARACHNOIDEA Undetermined Acariformes prd DIPLOPODA POLYDESMIDA Undetermined Polydesmida 6 16 c-g INSECTA COLLEMBOLA Isotomidae Isotomurus sp c-g EPHEMEROPTERA 92
93 Ameletidae Ameletus ludens 0 83,34 c-g Ameletus sp c-g Siphlonuridae Siphlonurus sp c-g Isonychiidae Isonychia bicolor 2 83,64 c-f Isonychia obscura 2 83,64 c-f Isonychia sp c-f Baetidae Acentrella ampla 6 74,119 c-g Acentrella sp c-g Acerpenna macdunnoughi 5 74,120 c-g Acerpenna pygmaea 4 74,120 c-g Acerpenna sp. 4 74,120 c-g Baetis brunneicolor 4 74 c-g Baetis flavistriga 4 74 c-g Baetis intercalaris 5 74 c-g Baetis pluto 6 74 c-g Baetis tricaudatus 6 74 c-g Baetis sp c-g Callibaetis sp c-g Centroptilum sp c-g Cloeon sp c-g Diphetor hageni 6 74 c-g Heterocloeon curiosum 2 83,34 scr Heterocloeon sp scr Plauditus sp c-g Pseudocloeon propinquum 6 74,120 c-g Undetermined Baetidae 6 83 c-g Heptageniidae Cinygmula subaequalis 2 83,34 scr Epeorus (Iron) sp scr Heptagenia culacantha 2 83,38 scr Heptagenia flavescens 4 83,24 scr Heptagenia marginalis 4 83,24 scr Heptagenia pulla gr. 4 83,24 scr Heptagenia sp scr Leucrocuta sp. 1 83,43 scr Nixe (Nixe) sp. 2 83,43 scr Rhithrogena sp c-g Stenacron interpunctatum 7 83,8 scr Stenonema exiguum 5 9 scr Stenonema femoratum 7 9 scr Stenonema ithaca 3 9 scr Stenonema luteum 4 9 scr Stenonema mediopunctatum 3 9 scr Stenonema meririvulanum 2 9 scr 93
94 Stenonema mexicanum integrum 4 9 scr Stenonema modestum 1 9 scr Stenonema pulchellum 3 9 scr Stenonema terminatum 4 9 scr Stenonema vicarium 2 9 scr Stenonema sp. 3 9 scr Undetermined Heptageniidae 3 83 scr Leptophlebiidae Choroterpes sp c-g Habrophlebia vibrans 4 83,34 c-g Habrophlebia sp c-g Habrophlebiodes sp scr Leptophlebia sp c-g Paraleptophlebia guttata 1 24 c-g Paraleptophlebia moerens 1 24 c-g Paraleptophlebia mollis 1 24 c-g Paraleptophlebia volitans 1 24 c-g Paraleptophlebia sp c-g Undetermined Leptophlebiidae 4 83 c-g Ephemerellidae Attenella attenuata 1 2 c-g Attenella margarita 1 2 c-g Attenella sp. 1 2 c-g Dannella simplex 2 3 c-g Dannella sp. 2 3 c-g Drunella cornuta 0 4 c-g Drunella cornutella 0 4 scr Drunella lata 0 4 scr Drunella tuberculata 0 4 scr Drunella walkeri 0 4 scr Drunella sp. 0 4 scr Ephemerella aurivillii 0 7 c-g Ephemerella dorothea 1 7 c-g Ephemerella excrucians? 1 7 c-g Ephemerella invaria 1 7 c-g Ephemerella needhami 1 7 c-g Ephemerella rotunda 1 7 c-g Ephemerella subvaria 1 7 c-g Ephemerella sp. 1 7 c-g Eurylophella funeralis 0 6, 46 c-g Eurylophella temporalis 5 6, 46 c-g Eurylophella verisimilis 2 6, 46 c-g Eurylophella sp. 2 6 c-g Serratella deficiens 2 5 c-g Serratella serrata 2 5 c-g Serratella serratoides 2 5 c-g Serratella sordida 2 5 c-g Serratella sp. 2 5 c-g 94
95 Undetermined Ephemerellidae 2 83 c-g Leptohyphidae Tricorythodes sp c-g Caenidae Brachycercus maculatus 3 83,23 c-g Caenis amica 6 84 c-g Caenis anceps 6 84 c-g Caenis diminuta 6 84 c-g Caenis latipennis 6 84 c-g Caenis macafferti 6 84 c-g Caenis punctata 6 84 c-g Caenis sp c-g Undetermined Caenidae 6 83 c-g Baetiscidae Baetisca sp c-g Potamanthidae Anthopotamus verticus 4 72,73 c-g Anthopotamus sp. 4 83,73 c-g Ephemeridae Ephemera guttulata 2 83,72, 24 c-g Ephemera sp. 2 83,72, 24 c-g Hexagenia sp c-g Polymitarcyidae Ephoron leukon? 2 83,24 c-g Ephoron sp. 2 83,24 c-g ODONATA Gomphidae Gomphus sp. 5 83,122 prd Lanthus sp. 5 83,122 prd Ophiogomphus sp. 3 83,122 prd Stylogomphus sp. 1 83,122 prd Stylurus sp. 4 83,122 prd Undetermined Gomphidae 4 83,122 prd Aeshnidae Basiaeschna sp. 6 83,122 prd Boyeria sp. 2 83,122 prd Undetermined Aeshnidae 5 83,122 prd Cordulegastridae Cordulegaster sp. 3 83,122 prd Corduliidae Neurocordulia sp. 2 83,122 prd Libellulidae Erythemis sp prd Undetermined Libellulidae 2 83,122 prd Macromiidae Macromia sp. 2 83,122 prd Calopterygidae Calopteryx sp. 6 83,122 prd 95
96 Hetaerina sp. 6 83,122 prd Calopterygidae Undetermined Calopterygidae 6 83,122 prd Coenagrionidae Argia moesta 6 83,122 prd Argia sp. 6 83,122 prd Enallagma sp. 8 83,122 prd Ischnura sp ,122 prd Ischnura sp ,122 prd Ischnura sp ,122 prd Ischnura sp ,122 prd Ischnura sp ,122 prd Ischnura sp. 9 83,122 prd Undetermined Coenagrionidae 8 83,122 prd Lestidae Lestes sp. 6 83,122 prd HEMIPTERA Corixidae Hesperocorixa sp prd Undetermined Corixidae 5 83 prd PLECOPTERA Capniidae Allocapnia vivipara 3 52,114 shr Allocapnia sp. 3 52,114 shr Paracapnia sp shr Undetermined Capniidae shr Leuctridae Leuctra ferruginea 0 53 shr Leuctra maria 0 53 shr Leuctra tenuis 0 53 shr Leuctra sp. 0 83,114 shr Zealeuctra sp. 0 83,114 shr Undetermined Leuctridae 0 83,114 shr Nemouridae Amphinemura delosa 3 54 shr Amphinemura nigritta 3 54 shr Amphinemura wui 3 54 shr Amphinemura sp. 3 83,114 shr Nemoura sp. 1 83,114 shr Ostrocerca sp. 2 83,114 shr Shipsa rotunda shr Undetermined Nemouridae shr Taeniopterygidae Strophopteryx fasciata shr Taeniopteryx burksi 2 45 shr Taeniopteryx lonicera 2 45 shr Taeniopteryx nivalis 2 45 shr Taeniopteryx sp shr 96
97 Undetermined Taeniopterygidae shr Perlidae Acroneuria abnormis 0 55,114 prd Acroneuria carolinensis 0 55,114 prd Acroneuria lycorias 0 55,114 prd Acroneuria sp. 0 55,114 prd Agnetina annulipes 2 112,114 prd Agnetina capitata 2 112,114 prd Agnetina flavescens 2 112,114 prd Agnetina sp ,114 prd Eccoptura sp prd Neoperla sp. 3 83,114 prd Paragnetina immarginata 1 55,114 prd Paragnetina media 4 55,114 prd Paragnetina sp. 2 55,114 prd Perlesta sp prd Perlesta sp prd Perlesta sp prd Undetermined Perlidae prd Peltoperlidae Tallaperla sp. 0 83,114 shr Chloroperlidae Alloperla sp. 0 83,114 c-g Haploperla brevis prd Rasvena terna c-g Suwallia marginata 0 114, 1 prd Sweltsa sp. 0 83,114 prd Undetermined Chloroperlidae 0 83,114 prd Perlodidae Cultus decisus prd Diura sp prd Helopicus subvarians 2 114,86 prd Isogenoides hansoni 0 114,86 prd Isoperla frisoni 2 55 prd Isoperla holochlora 2 55 prd Isoperla marlynia 2 55 prd Isoperla namata 2 55 prd Isoperla transmarina 2 55 prd Isoperla sp ,113 prd Malirekus iroquois 2 114,86 prd Undetermined Perlodidae 2 83,114 prd Pteronarcidae Pteronarcys biloba 0 30 shr Pteronarcys dorsata 0 30 shr Pteronarcys proteus 0 30 shr Pteronarcys sp. 0 83,114 shr COLEOPTERA Haliplidae 97
98 Haliplus sp. 5 83,123 shr Peltodytes sp. 5 83,123 shr Dytiscidae Agabus sp. 5 83,123 prd Hydroporous sp. 5 83,123 prd Laccophilus sp. 5 83,123 prd Undetermined Dytiscidae 5 83,123 prd Gyrinidae Dineutus sp. 4 83,123 prd Hydrophilidae Berosus sp. 5 83,123 c-g Crenitis sp. 5 83,123 c-g Helochares sp. 5 83,123 prd Helophorus sp. 5 83,123 shr Hydrobius sp. 5 83,123 prd Hydrochara sp. 5 83,123 prd Hydrochus sp. 5 83,123 shr Laccobius sp. 5 83,123 prd Undetermined Hydrophilidae 5 83,123 prd Psephenidae Ectopria sp. 5 83,19 scr Psephenus herricki 4 19 scr Psephenus sp. 4 83,19 scr Ptilodactylidae Anchytarsus bicolor 3 19 shr Dryopidae Helichus sp. 5 83,19 scr Scirtidae Undetermined Scirtidae 5 83 scr Elmidae Ancyronyx variegatus 5 19 c-g Dubiraphia bivittata 6 19 c-g Dubiraphia quadrinotata 5 19 c-g Dubiraphia vittata 6 19 c-g Dubiraphia sp. 6 83,19 c-g Macronychus glabratus 5 19 c-g Microcylloepus pusillus 3 19 scr Optioservus cryophilus 4 19 scr Optioservus fastiditus 4 19 scr Optioservus immunis 4 19 scr Optioservus ovalis 4 19 scr Optioservus nr. sandersoni 4 19 scr Optioservus trivittatus 4 19 scr Optioservus sp. 4 83,19 scr Oulimnius latiusculus 4 19 scr Oulimnius nitidulus 4 19 scr Oulimnius sp scr Promoresia elegans 2 19 scr 98
99 Promoresia tardella 2 19 scr Promoresia sp. 2 83,19 scr Stenelmis bicarinata 5 19,104 scr Stenelmis cheryl 5 20 scr Stenelmis concinna 5 19 scr Stenelmis crenata 5 19 scr Stenelmis mera 5 19 scr Stenelmis musgravei 5 19 scr Stenelmis sandersoni 5 19 scr Stenelmis vittapennis 5 19 scr Stenelmis sp. 5 83,19 scr Undetermined Elmidae 5 83,19 scr Curculionidae Undetermined Curculionidae 5 83 shr MEGALOPTERA Corydalidae Chauliodes sp. 4 83,37 prd Corydalus cornutus 4 83,37 prd Nigronia serricornis 4 83,76 prd Sialidae Sialis sp. 4 83,37 prd NEUROPTERA Sisyridae Climacia sp prd TRICHOPTERA Philopotamidae Chimarra aterrima? 4 98 c-f Chimarra obscura 4 98 c-f Chimarra socia 2 98 c-f Chimarra sp c-f Dolophilodes sp c-f Wormaldia sp c-f Undetermined Philopotamidae Psychomyiidae Lype diversa scr Psychomyia flavida 2 41 c-g Undetermined Psychomyiidae c-g Polycentropodidae Cyrnellus fraternus c-f Neureclipsis bimaculata c-f Neureclipsis sp c-f Nyctiophylax celta 5 98 prd Nyctiophylax moestus 5 98 prd Polycentropus remotus 6 125, 98 prd Polycentropus sp prd Undetermined Polycentropodidae Dipseudopsidae Phylocentropus sp c-f 99
100 Hydropsychidae Arctopsyche sp , 83 c-f Cheumatopsyche sp , 83 c-f Diplectrona sp , 83 c-f Hydropsyche betteni c-f Hydropsyche bronta 6 103, 105 c-f Hydropsyche nr. depravata c-f Hydropsyche dicantha c-f Hydropsyche leonardi c-f Hydropsyche morosa 6 103, 105 c-f Hydropsyche orris c-f Hydropsyche phalerata c-f Hydropsyche recurvata c-f Hydropsyche scalaris c-f Hydropsyche separata c-f Hydropsyche slossonae c-f Hydropsyche sparna c-f Hydropsyche valanis c-f Hydropsyche venularis c-f Hydropsyche sp c-f Macrostemum carolina 3 125, 98 c-f Macrostemum zebratum 3 125, 98 c-f Macrostemum sp c-f Parapsyche sp c-f Potamyia sp c-f Undetermined Hydropsychidae c-f Rhyacophilidae Rhyacophila acropedes 1 40 prd Rhyacophila carolina? 1 40 prd Rhyacophila carpenteri? 1 40 prd Rhyacophila formosa prd Rhyacophila fuscula 0 40 prd Rhyacophila glaberrima 1 40 prd Rhyacophila mainensis 1 40 prd Rhyacophila manistee 1 40 prd Rhyacophila nigrita 1 40 prd Rhyacophila torva 1 40 prd Rhyacophila sp prd Glossosomatidae Agapetus sp scr Culoptila sp scr Glossosoma sp scr Protoptila sp scr Undetermined Glossosomatidae scr Hydroptilidae Agraylea sp c-g Alisotrichia sp scr Hydroptila nr. albicornis 6 98 scr 100
101 Hydroptila nr. armata 6 98 scr Hydroptila consimilis 6 98 scr Hydroptila nr. hamata 6 98 scr Hydroptila spatulata 6 98 scr Hydroptila nr. waubesiana 6 98 scr Hydroptila sp scr Ithytrichia sp scr Leucotrichia sp scr Mayatrichia ayama 6 125,98 scr Neotrichia sp scr Orthotrichia sp shr Oxyethira sp c-g Palaeagapetus celsus shr Palaeagapetus sp shr Undetermined Hydroptilidae scr Phryganeidae Oligostomis sp prd Ptilostomis sp shr Undetermined Phryganeidae shr Brachycentridae Adicrophleps hitchcocki shr Brachycentrus americanus 1 42 c-f Brachycentrus appalachia 0 42 c-f Brachycentrus incanus 0 42 c-f Brachycentrus lateralis 1 42 c-f Brachycentrus numerosus 1 42 c-f Brachycentrus solomoni 1 42 c-f Micrasema sp shr Micrasema sp shr Micrasema sp shr Micrasema sp , 42 shr Undetermined Brachycentridae 2 125,42 shr Goeridae Goera sp scr Apataniidae Apatania sp scr Uenoidae Neophylax concinnus 3 39 scr Neophylax fuscus 3 39 scr Neophylax sp scr Limnephilidae Hesperophylax designatus shr Hydatophylax sp shr Limnephilus sp shr Nemotaulius hostilis scr Platycentropus sp shr Pseudostenophylax sp shr Psychoglypha sp c-g 101
102 Pycnopsyche sp shr Undetermined Limnephilidae shr Lepidostomatidae Lepidostoma sp shr Odontoceridae Psilotreta sp scr Molannidae Molanna sp scr Helicopsychidae Helicopsyche borealis 3 125,83 scr Leptoceridae Ceraclea alces 3 85 c-g Ceraclea punctata 3 85 c-g Ceraclea sp c-g Leptocerus americanus shr Mystacides alafimbriata c-g Mystacides sepulchralis c-g Mystacides sp c-g Nectopsyche sp ,50 shr Oecetis avara 5 44 prd Oecetis cinerascens 5 44 prd Oecetis inconspicua 5 44 prd Oecetis sp prd Setodes sp c-g Triaenodes sp ,47 shr Undetermined Leptoceridae prd LEPIDOPTERA Arctiidae Estigmene sp shr Nepticulidae Undetermined Nepticulidae 5 66 shr Pyralidae Acentria sp. 5 83,66 shr Nymphula sp. 7 83,66 shr Parapoynx sp. 5 83,66 shr Petrophila sp. 5 83,66 scr Undetermined Lepidoptera 5 83,66 shr DIPTERA Tanyderidae Protoplasa sp. 3 c-g Tipulidae Antocha sp ,25 c-g Antocha sp ,25 c-g Antocha sp. 3 83,25 c-g Dicranota sp. 3 83,25 prd Helius sp. 4 83,25 c-g Hexatoma sp ,25 prd Hexatoma sp ,25 prd 102
103 Hexatoma sp. 2 83,25 prd Limnophila sp prd Limonia sp. 6 83,25 shr Pedicia sp prd Pilaria sp prd Pseudolimnophila sp. 2 83,25 prd Tipula sp. 6 83,25 shr Ulomorpha sp prd Undetermined Tipulidae 4 83,25 shr Psychodidae Pericoma sp. 4 83,117 c-g Psychoda sp ,127 c-g Undetermined Psychodidae 10 83,117 c-g Ptychopteridae Bittacomorpha sp c-g Blephariceridae Undetermined Blephariceridae 0 83,117 scr Dixidae Dixa sp. 1 83,127 c-f Chaoboridae Chaoborus sp prd Undetermined Chaoboridae 8 83 prd Culicidae Undetermined Culicidae 8 83 c-f Ceratopogonidae Atrichopogon sp prd Bezzia sp prd Bezzia sp prd Culicoides? sp prd Forcipomyia sp scr Probezzia sp prd Probezzia sp prd Sphaeromais sp prd Undetermined Ceratopogonidae 6 83 Simuliidae Cnephia mutata c-f Prosimulium hirtipes 2 115,128 c-f Prosimulium magnum 1 115,128 c-f Prosimulium rhizophorum 2 115,128 c-f Simulium aureum 7 115,128 c-f Simulium decorum 7 115,128 c-f Simulium fibrinflatum 6 115,128 c-f Simulium gouldingi 3 115,128 c-f Simulium jenningsi 4 115,128 c-f Simulium latipes 4 115,128 c-f Simulium parnassum 7 115,128 c-f Simulium pictipes c-f Simulium rugglesi 5 115,128 c-f 103
104 Simulium tuberosum 4 115,128 c-f Simulium venustum 5 115,128 c-f Simulium vittatum 7 115,128 c-f Simulium sp ,128 c-f Tabanidae Chrysops sp. 5 83,117 c-g Tabanus sp prd Undetermined Tabanidae 5 83,117 prd Athericidae Atherix sp prd Stratiomyidae Euparyphus sp. 7 83,59 c-g Stratiomys sp c-g Undetermined Stratiomyidae 7 83 c-g Empididae Chelifera sp. 6 83,117 prd Clinocera sp. 6 83,117 prd Hemerodromia sp. 6 83,117 prd Wiedemannia sp. 6 83,117 prd Dolichopodidae Undetermined Dolichopodidae 4 83,117 prd Ephydridae Dimecoenia spinosa 6 71 shr Hydrellia sp shr Muscidae Undetermined Muscidae 6 83,117 prd Anthomyiidae Undetermined Anthomyiidae prd Scathophagidae Undetermined Scathophagidae 6 83 shr Chironomidae Tanypodinae Ablabesmyia annulata 8 95 prd Ablabesmyia idei 8 95 prd Ablabesmyia janta 8 95 prd Ablabesmyia mallochi 8 95 prd Ablabesmyia monilis 8 95 prd Ablabesmyia peleensis 8 95 prd Ablabesmyia philosphagnos 8 95 prd Ablabesmyia simpsoni 8 95 prd Ablabesmyia sp prd Alotanypus aris 9 36 prd Apsectrotanypus johnsoni 7 92, 36 prd Clinotanypus pinguis 8 14 prd Clinotanypus sp prd Coelotanypus scapularis 4 91,90 prd Coelotanypus sp. 4 91,90 prd Conchapelopia aleta 6 94 prd 104
105 Conchapelopia dusena 6 94 prd Conchapelopia goniodes 6 94 prd Conchapelopia rurika 6 94 prd Conchapelopia telema 6 94 prd Conchapelopia sp prd Guttipelopia guttipennis 5 12 prd Hayesomyia senata 6 94,75 prd Helopelopia cornuticaudata 6 94,124 prd Hudsonimyia karelena 2 28 prd Hudsonimyia parrishi 2 28 prd Krenopelopia sp prd Labrundinia pilosella 7 97 prd Labrundinia nr. virescens 7 97 prd Labrundinia sp prd Larsia canadensis 6 11,65 prd Larsia sp. 6 11,65 prd Macropelopia decedens 9 92 prd Meropelopia americana 6 94, 36 prd Meropelopia flavifrons 6 94, 36 prd Natarsia baltimorea 8 92, 36 prd Natarsia sp. A 8 92 prd Natarsia sp prd Nilotanypus fimbriatus 8 96 prd Nilotanypus sp prd Paramerina sp prd Pentaneura inconspicua 6 90, 36 prd Pentaneura sp prd Procladius bellus 9 93 prd Procladius sublettei 9 93 prd Procladius sp prd Psectrotanypus dyari prd Psectrotanypus sp prd Rheopelopia acra gr. 4 94, 36 prd Rheopelopia sp prd Rheopelopia sp prd Rheopelopia sp prd Tanypus neopunctipennis prd Tanypus punctipennis prd Tanypus stellatus prd Tanypus sp prd Telopelopia okoboji 8 94 prd Thienemannimyia gr. spp prd Thienemannimyia norena 6 94 prd Trissopelopia ogemawi 4 94 prd Zavrelimyia sinuosa 8 90 prd Zavrelimyia sp prd Undetermined Tanypodinae 7 83 prd Podonominae 105
106 Paraboreochlus sp c-g Diamesinae Diamesa sp c-g Pagastia orthogonia 1 79, 36 c-g Potthastia gaedii gr ,36 c-g Potthastia longimana gr , 36 c-g Pseudokiefferiella sp c-g Sympotthastia sp c-g Undetermined Diamesinae c-g Prodiamesinae Monodiamesa sp c-g Odontomesa sp. 5 83, 36 c-g Prodiamesa olivacea c-g Prodiamesa sp c-g Orthocladiiinae Acricotopus nitidellus , 36 c-g Brillia flavifrons 5 80 shr Brillia parva 5 80 shr Brillia sera 5 80 shr Brillia sp shr Camptocladius sp c-g Cardiocladius albiplumus 5 77 prd Cardiocladius obscurus 5 106,83 prd Cardiocladius sp prd Chaetocladius vitellinus gr c-g Chaetocladius sp c-g Corynoneura nr. celeripes c-g Corynoneura lobata 4 106, 36 c-g Corynoneura sp ,83 c-g Cricotopus absurdus 5 106, 36 shr Cricotopus bicinctus 7 106,107 scr Cricotopus nr. cylindraceus shr Cricotopus elegans shr Cricotopus festivellus gr c-g Cricotopus intersectus gr ,107 shr Cricotopus nostocicola shr Cricotopus sylvestris gr ,107 scr Cricotopus tremulus gr ,107 shr Cricotopus triannulatus shr Cricotopus trifascia gr ,107 shr Cricotopus vierriensis shr Cricotopus sp shr Diplocladius cultriger 8 124,36 c-g Epoicocladius sp ,83 c-g Eukiefferiella brehmi gr c-g Eukiefferiella brevicalcar gr c-g Eukiefferiella claripennis gr c-g Eukiefferiella coerulescens gr c-g 106
107 Eukiefferiella devonica gr c-g Eukiefferiella gracei gr c-g Eukiefferiella pseudomontana gr c-g Gymnometriocnemus sp ,83 c-g Heterotrissocladius marcidus gr ,36 c-g Heterotrissocladius sp ,36 c-g Hydrobaenus pilipes 8 99 c-g Krenosmittia sp ,83 c-g Limnophyes sp ,83 c-g Lopescladius sp ,83 c-g Nanocladius (Plecopt.) branchicolus3 36,33 prd Nanocladius (Plecopt.) downesi 3 36 prd Nanocladius (Plecopt.) sp prd Nanocladius (Plecopt.) sp prd Nanocladius alternantherae? c-g Nanocladius nr. balticus c-g Nanocladius crassicornus c-g Nanocladius distinctus c-g Nanocladius minimus c-g Nanocladius rectinervis c-g Nanocladius spiniplenus c-g Nanocladius sp c-g Orthocladius (Eudactylocladius) sp c-g Orthocladius (Euortho.) luteipes 6 109,110 c-g Orthocladius (Euortho.) rivicola 6 109,110 c-g Orthocladius (Euortho.) rivulorum 6 109,110 c-g Orthocladius (Euorthoclad.) sp ,110 c-g Orthocladius annectens c-g Orthocladius carlatus c-g Orthocladius curtiseta c-g Orthocladius nr. dentifer c-g Orthocladius obumbratus c-g Orthocladius nr. robacki c-g Orthocladius trigonolabis c-g Orthocladius (Symposio) lignicola c-g Orthocladius sp ,83 c-g Parachaetocladius sp ,83 c-g Paracricotopus sp ,83 c-g Parakiefferiella nr triquetra 4 36 c-g Parakiefferiella sp ,83 c-g Paralimnophyes sp c-g Parametriocnemus lundbecki c-g Parametriocnemus sp c-g Paraphaenocladius sp ,83 c-g Paratrichocladius sp ,83 shr Psectrocladius nigrus c-g Psectrocladius psilopterus gr c-g Psectrocladius sordidellus gr c-g 107
108 Psectrocladius vernalis c-g Psectrocladius sp c-g Pseudorthocladius sp ,83 c-g Psilometriocnemus triannulatus 4 124, 36 c-g Rheocricotopus robacki c-g Rheocricotopus tuberculatus 6 26 c-g Rheocricotopus sp c-g Rheocricotopus sp c-g Rheocricotopus sp c-g Smittia sp c-g Stilocladius sp c-g Symbiocladius equitans prd Synorthocladius nr. semivirens c-g Thienemanniella lobapodema 6 106, 36 c-g Thienemanniella xena 6 106, 36 c-g Thienemanniella sp ,83 c-g Trissocladius sp ,83 c-g Tvetenia bavarica gr c-g Tvetenia vitracies 5 13,70 c-g Tvetenia sp c-g Unniella multivirga 4 27 c-g Zalutschia zalutschicola 4 99 shr Orthocladiinae sp. C 5 36 c-g Undetermined Orthocladiinae c-g Chironominae Axarus festivus gr. 6 88,124 c-g Chironomus decorus gr c-g Chironomus riparius gr c-g Chironomus sp c-g Cladopelma sp c-g Cryptochironomus fulvus gr prd Cryptochironomus ponderosus 8 32 prd Cryptochironomus sp prd Cryptotendipes casuarius c-g Cryptotendipes emorsus c-g Cryptotendipes pseudotener c-g Cryptotendipes sp c-g Demicryptochironomus cuneatus c-g Demicryptochironomus sp c-g Demicryptochironomus sp c-g Dicrotendipes fumidus 8 35 c-g Dicrotendipes lucifer 8 35 c-g Dicrotendipes modestus 8 35 c-g Dicrotendipes neomodestus 8 35 c-g Dicrotendipes nervosus 8 35 c-g Dicrotendipes simpsoni 8 35 c-g Einfeldia natchitocheae 9 124, 36 c-g Einfeldia sp c-g 108
109 Endochironomus nigricans 10 49,106 shr Endochironomus subtendens 10 49,106 shr Endochironomus sp shr Glyptotendipes dreisbachi shr Glyptotendipes lobiferus shr Glyptotendipes sp shr Glyptotendipes sp shr Goeldichironomus sp c-g Harnischia curtilamellata c-g Lauterborniella agrayloides c-g Microchironomus sp c-g Microtendipes pedellus gr c-f Microtendipes rydalensis gr c-f Nilothauma babiyi c-g Nilothauma sp c-g Pagastiella sp c-g Parachironomus abortivus prd Parachironomus carinatus prd Parachironomus frequens prd Parachironomus hirtalatus prd Parachironomus sp prd Paracladopelma nais 7 58 c-g Paracladopelma nereis 7 58 c-g Paralauterborniella nigrohalteralis8 8 c-g Paralauterborniella sp c-g Paratendipes albimanus c-g Paratendipes sp c-g Phaenopsectra dyari? scr Phaenopsectra flavipes scr Phaenopsectra sp scr Polypedilum aviceps 4 69 shr Polypedilum digitifer 8 69, 111 shr Polypedilum fallax gr shr Polypedilum flavum 6 69 shr Polypedilum griseopunctatum shr Polypedilum halterale gr. 6 69, 36 shr Polypedilum illinoense 7 69 shr Polypedilum laetum 6 69 shr Polypedilum obtusum 6 69 shr Polypedilum scalaenum gr shr Polypedilum simulans gr shr Polypedilum sordens 6 69 shr Polypedilum tritum 6 69 shr Polypedilum tuberculum 6 69 shr Polypedilum (Tripodura) sp shr Polypedilum sp shr Pseudochironomus sp c-g Pseudochironomus sp c-g 109
110 Pseudochironomus sp c-g Pseudochironomus sp c-g Robackia claviger c-g Saetheria tylus 4 53,124 c-g Saetheria sp c-g Sergentia? sp c-g Stelechomyia perpulchra 7 124, 36 c-g Stenochironomus hilaris 5 15 c-g Stenochironomus macateei 5 15 c-g Stenochironomus poecilopterus 5 15 c-g Stenochironomus sp c-g Stictochironomus sp c-g Tribelos atrum 7 49 c-g Tribelos fuscicorne 7 49 c-g Tribelos jucundum 7 49 c-g Tribelos sp c-g Xenochironomus xenolabis 4 88 prd Undetermined Chironomini c-g Cladotanytarsus nr. dispersopilosus5 87 c-f Cladotanytarsus nr. mancus 5 87 c-f Cladotanytarsus sp c-f Cladotanytarsus sp c-f Cladotanytarsus sp c-f Constempellina sp c-g Constempellina sp c-g Micropsectra aristata gr c-f Micropsectra deflecta 4 87 c-f Micropsectra dives gr c-f Micropsectra notescens gr c-f Micropsectra polita 7 78 c-f Micropsectra sp c-f Paratanytarsus confusus 6 87 c-f Paratanytarsus dimorphis 6 87 c-f Paratanytarsus sp c-f Rheotanytarsus exiguus gr c-f Rheotanytarsus pellucidus 4 106, 36 c-f Rheotanytarsus sp c-f Stempellina nr. bausei 2 21 c-g Stempellina johannseni 2 21 c-g Stempellina nr. subglabripennis 2 21 c-g Stempellina sp c-g Stempellina sp c-g Stempellina sp c-g Stempellina sp c-g Stempellinella sp c-g Stempellinella sp c-g Stempellinella sp c-g Stempellinella sp c-g 110
111 Sublettea coffmani c-f Tanytarsus brundini 6 87 c-f Tanytarsus eminulus gr c-f Tanytarsus glabrescens gr c-f Tanytarsus guerlus gr c-f Tanytarsus sp c-f Zavrelia sp c-f Undetermined Tanytarsini c-f Undetermined Chironominae c-g 111
112 27 Appendix XIII Macroinvertebrate Identification References 1. Alexander, K. D. and K. W. Stewart Revision of the genus Suwallia Ricker (Plecoptera:Chloroperlidae). Trans. Amer. Entomol. Soc. 125(3): Allen, R. K. and G. F. Edmunds, Jr A revision of the genus Ephemerella (Ephemeroptera: Ephemerellidae). III. The subgenus Attenuatella. J. Kan. Ent. Soc. 34(4): Allen, R. K. and G. F. Edmunds, Jr A revision of the genus Ephemerella (Ephemeroptera: Ephemerellidae) IV. The subgenus Dannella. J. Kan. Ent. Soc. 35: Allen, R. K. and G. F. Edmunds, Jr A revision of the genus Ephemerella (Ephemeroptera: Ephemerellidae) V. The subgenus Drunella in North America. Misc. Publ. Ent. Soc. Amer. 3: Allen, R. K. and G. F. Edmunds, Jr A revision of the genus Ephemerella (Ephemeroptera: Ephemerellidae) VI. The subgenus Serratella in North America. Ann. Ent. Soc. Amer. 56: Allen, R. K. and G. F. Edmunds, Jr A revision of the genus Ephemerella (Ephemeroptera: Ephemerellidae) VII. The subgenus Eurylophella in North America. Can. Ent. 95: Allen, R. K. and G. F. Edmunds, Jr A revision of the genus Ephemerella (Ephemeroptera: Ephemerellidae) VIII. The subgenus Ephemerella in North America. Misc. Publ. Ent. Soc. Amer. 4: Beck, W. M. and E. C. Beck The immature stages of some Chironomini (Chironomidae). Q. Jl. Fla. Acad. Sci. 33: Bednarik, A. F. and W. P. McCafferty Biosystematic revision of the genus Stenonema (Ephemeroptera: Heptageniidae). Can. Bull. Fish. Aquat. Sci pp. 10. Berg, C. O Biology of certain Chironomidae reared from Potamogeton. Ecol. Mongographs 20: Bilyj, B [Manuscript keys to immatures of Nearctic Larsia]. Freshwater Institute, 501 University Crescent, Winnipeg, Canada, R3T 2N6. 112
113 12. Bilyj, B A taxonomic review of Guttipelopia (Diptera: Chironomidae). Ent. Scand. 19: Bode, R. W Larvae of North America Eukiefferiella and Tvetenia (Diptera: Chironomidae). N.Y.S. Museum Bull. 452: Boesel, M. W Observations on the Coelotanypodini of the northeastern states, with keys to the known stages. (Diptera: Chironomidae: Tanypodinae). J. Kansas Ent. Soc. 17(4): Borkent, A A systematics and phylogeny of the Stenochironomus complex (Xestochironomus, Harrisius, and Stenochironomus) (Diptera: Chironomidae). Mem. Ent. Soc. Can. 128: Borror, D. J., C. A. Triplehorn, and N. F. Johnson An Introduction to the Study of Insects (6th edition). Saunders College Publishing, Philadelphia, PA. 875 pp. 17. Bousfield, E. L Shallow-water gammaridean Amphipoda of New England. Cornell University Press, Ithaca, New York. 312 pp. 18. Brinkhurst, R. O Guide to the freshwater aquatic microdrile Oligochaetes of North America. Canadian Special Publication of Fisheries and Aquatic Sciences 84. Department of Fisheries and Oceans, Ottawa. 259 pp. 19. Brown, H. P Aquatic dryopoid beetles (Coleoptera) of the United States. U. S. Environ. Prot. Agency, Biota of Freshwater Ecosystems, Identification Manual No pp. 20. Brown, H. P Stenelmis cheryl: New name for a well-known riffle beetle (Coleoptera: Elmidae). Entomological News. 98: Brundin, L Uber die Metamorphose der Sectio Tanytarsariae connectentes (Dipt. Chironomidae). Ark. Zool. 41(2): VII pl. 22. Burch, J. B Freshwater sphaeriacean clams (Mollusca: Pelecypoda) of North America. U. S. Environ. Prot. Agency, Biota of Freshwater Ecosystems Identification Manual No pp. 23. Burian, S. K., M. A. Novak, R. W. Bode, and L. E. Abele New record of Brachycercus maculatus Berner (Ephemeroptera:Caenidae) from New York and a key to larvae of Northeastern states. The Great Lakes Entomologist. 30 (3):
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