inventories, focal species, & crayons: evaluating conservation planning tools george r. hess...

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Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C. Ashton Drew Jorie M. Favreau North Carolina State University Raleigh, North Carolina 27695-8002 USA

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Page 1: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools

George R. HessMatthew J. RubinoFrank H. KochKatherine A. EschelbachC. Ashton DrewJorie M. Favreau

North Carolina State UniversityRaleigh, North Carolina 27695-8002 USA

Page 2: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

The Challenge

People transform landscapes faster than research data can be collected

Planners need to act with incomplete data

Can we create shortcuts that correctly identify land for protection?

Page 3: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Some Possible Approaches

Inventory data$$$$$$

Page 4: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Some Possible Approaches

Inventory data$$$$$$

Surrogate species$$$$

Page 5: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Some Possible Approaches

Inventory data$$$$$$

Surrogate species$$$$

Crayons, maps, & conservation principles

$$

Page 6: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Some Possible Approaches

Inventory data$$$$$$

Surrogate species$$$$

Crayons, maps, & conservation principles

$$

Random selection$

Page 7: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Our Research Question

Can simple approaches identify land for protection as effectivelyas complex approaches?

Page 8: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Our Research Question

Can simple approaches identify land for protection as effectivelyas complex approaches?

Compared plans in the Triangle Region of North Carolina, USA

Page 9: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Study Area

Triangle Region — North Carolina — USA

Page 10: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C
Page 11: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Approach

InventoryData

HabitatMapping

Conservation Principles

RandomSelection

Inventory-Based Plan

Focal Species Plan

SimplePlans

NullModel

Page 12: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Approach

InventoryData

HabitatMapping

Conservation Principles

RandomSelection

Inventory-Based Plan

Focal Species Plan

SimplePlans

NullModel

Test Against Inventory Data

Effectiveness of each Plan

Page 13: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Effectiveness

Proportion of known species & communities of conservation concern protected by plan

Page 14: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Effectiveness

Page 15: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Natural Heritage Inventory

Point location of species & communities of conservation concern

Cataloged through the years from a variety of sources

Data used for effectiveness test AND creating inventory-based plan

Page 16: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Inventory-based Plan

Based on Natural Heritage Inventory

Considered species habitat needs and community extent

Created a map of core conservation lands

$$$$$$

Page 17: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Inventory-based Plan$$$$$$

Page 18: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Focal Species Plan

Created by me & graduate students

Focal species selected to represent landscapes & conservation threats

Habitat modeled & mapped for each species

Combined maps to create plan

$$$$

Page 19: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Focal Species Plan

animaldiversity.ummz.umich.edu

www.owlpages.com

Extensive undisturbed landsBobcatEastern box turtle

Riparian & bottomlandBarred owl

UplandOvenbirdBroad-winged hawk

MaturePileated woodpecker

wildwnc.org

www.birdperch.com

$$$$

Page 20: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Focal Species Plan$$$$

Page 21: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Simple Plans

Used simple conservation principles to identify forest land for protection

$$

Page 22: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Simple Plans

Used simple conservation principles to identify forest land for protection

Created two of eachSame area as inventory planSame area as focal species plan

$$

Page 23: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Simple Plans

Used simple conservation principles to identify forest land for protection

Created two of eachSame area as inventory planSame area as focal species plan

Avoids direct comparison of plans with grossly unequal areas

$$

Page 24: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Simple Plans

Used simple conservation principles to identify forest land for protection

Largest patches in region

$$

Page 25: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Simple Plans$$

Page 26: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Simple Plans

Used simple conservation principles to identify forest land for protection

Largest patches in regionLargest patches in each county, then nearest

$$

Page 27: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Simple Plans$$

Page 28: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Simple Plans

Used simple conservation principles to identify forest land for protection

Largest patches in regionLargest patches in each county, then nearestDiverse forest typesClose to already protected areasClose to wetlands & riparian areas

$$

Page 29: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Random Selection

All forest patches patches had same selection probability

Repeated 50 times Average95% confidence interval

$

Page 30: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Recap – Approach

InventoryData

HabitatMapping

Conservation Principles

RandomSelection

Page 31: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Recap – Approach

InventoryData

HabitatMapping

Conservation Principles

RandomSelection

Inventory-Based Plan

Focal Species Plan

SimplePlans

NullModel

Page 32: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Recap – Approach

InventoryData

HabitatMapping

Conservation Principles

RandomSelection

Inventory-Based Plan

Focal Species Plan

SimplePlans

NullModel

Test Against Inventory Data

Page 33: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Recap – Effectiveness

Page 34: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Inventory Beats Focal Species

Plan Effectiveness Area

Inventory 94% 335 km2

(5% of forest)

Focal Species 87%2,446 km2

(37% of forest)

Inventory plan more effective & used less land … but more costly

Page 35: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Inventory Beats Simple

Plan Effectiveness

Inventory 94%

Random 33±1.8%

Largest Patches 35%

Large / Near 55%

Diverse Forests 33%

Close to protected 78%

Close to riparian (100m buffer) 29%

Close to riparian (whole patch) 35%

Page 36: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Focal Species Ties Simple

Plan Effectiveness

Focal Species 87%

Random 87±1.2%

Largest Patches 84%

Large / Near 88%

Diverse Forests 94%

Close to protected 94%

Close to riparian (100m buffer) 90%

Close to riparian (whole patch) 83%

Page 37: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C
Page 38: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Our Research Question

Can simple approaches identify land for protection as effectivelyas complex approaches?

Page 39: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

It Depends …

Inventory data needed, if only small amounts of land (≈5%) protected

Page 40: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

It Depends …

Inventory data needed, if only small amounts of land (≈5%) protected

Simple or random might work, if large amounts of land (≈35%) protected

Page 41: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

It Depends …

Inventory data needed, if only small amounts of land (≈5%) protected

Simple or random might work, if large amounts of land (≈35%) protected

Generalization awaits further testing in other systems, BUT …

Page 42: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

There Seems to be a Pattern

Most “effective” surrogate plans protected more than 35% of land

Looked at surrogate approach “success stories” in literature

Only considered cases in which plan tested against inventory data

Page 43: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Interesting New Question

Is there a threshold of land available for protectionabove which simple approaches are as effective as complex ones?

Page 44: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Tempting Conclusions

Inventory-based plans are best

Simple plans are the way to go, if you’re protecting lots of land

Focal species (and other surrogate) approaches have little value

Page 45: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Tempting, but …

We cannot support these conclusions

Page 46: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Tempting, but …

We cannot support these conclusions

Limited measure of effectiveness

Page 47: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Tempting, but …

We cannot support these conclusions

Limited measure of effectiveness

Population viability not considered

Page 48: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Tempting, but …

We cannot support these conclusions

Limited measure of effectiveness

Population viability not considered

Focal species plan considered reproduction

Page 49: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Tempting, but …

We cannot support these conclusions

Limited measure of effectiveness

Population viability not considered

Focal species plan considered reproduction

Reason to doubt random selection as effective as simple plans

Page 50: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Conclusions (the real ones)

Inventory data appear necessary when little land can be protected

Unclear what to do if large amounts of land can be protected

Simple plans look good, but … … what about population viability?

Might be a protection area-threshold above which simple plans work well

Page 51: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Going Forward

How universal are our results?

Is there a protection-area threshold above which simple plans work?

Further tests of effectivenessVariety of ecosystems & scales

Page 52: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Going Forward

How universal are our results?

Is there a protection-area threshold above which simple plans work?

Further tests of effectivenessVariety of ecosystems & scales

Incorporate population viability

Page 53: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Going Forward

How universal are our results?

Is there a protection-area threshold above which simple plans work?

Further tests of effectivenessVariety of ecosystems & scales

Incorporate population viability

Examine alternativesBiophysical / habitat surrogates

Page 54: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

The Payoff

We might determine conditions under which inventory-, surrogate, or simple approaches can be used.

Page 55: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Acknowledgements

Linda Pearsall, Natural Heritage data

For stimulating discussionBill FaganPeter LandresRoger PowellTaylor Ricketts

For encouragement & supportNCSU Forestry Department

Page 56: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Acknowledgements

For corresponding about surrogate species approaches

Luciano BaniJames DietzErica FleischmanDavid FreudenbergerNigel Leader-WilliamsMelodie McGeochBrian Miller

Page 57: Inventories, Focal Species, & Crayons: Evaluating Conservation Planning Tools George R. Hess Matthew J. Rubino Frank H. Koch Katherine A. Eschelbach C

Contact Information

George HessForestry DepartmentNorth Carolina State UniversityRaleigh NC 27695-8002 USA

[email protected]/~grhess/research/surrogates

USA 919.515.7437