Bentos Macroinvertebrados
Bentos Macroinvertebrados
10500 A. Introduction
Benthic macroinvertebrates are animals inhabiting the sedi- The species composition and population or species density
ment, or living on or in other available bottom substrates of (numbers of individuals per unit area) of macroinvertebrate
freshwater, estuarine, and marine ecosystems. During all or part communities in streams, lakes, estuaries, and marine waters can
of their life cycles, these organisms may construct attached be uniform from year to year in unperturbed environments.
cases, tubes, or nets that they live on or in; roam freely over However, life-cycle dynamics produce variations in species
rocks, organic debris, and other substrates; or burrow freely in composition and abundance either temporally or spatially.
substrates. Although they vary in size from small forms, difficult Most aquatic habitats, particularly free-flowing streams and
to see without magnification, to other individuals large enough to waters with acceptable water quality and substrate conditions,
see without difficulty, macroinvertebrates are considered histor- support diverse macroinvertebrate communities in which there is
ically by definition to be visible to the unaided eye and retained a reasonably balanced distribution of species among the total
on a U.S. Standard No. 30 sieve (0.595-mm or 0.600-mm open- number of individuals present. Such communities respond to
ings).1 changing habitats and water quality by alterations in community
The standard sieve for collecting freshwater, estuarine, and structure (invertebrate abundance and composition). However,
marine benthic macroinvertebrates is the U.S. Standard No. 30 many habitats, especially disturbed ones, may be dominated by
sieve; however, some estuarine and marine programs use the a few species.
U.S. Standard No. 50 sieve (0.300-mm openings) or the U.S. Macroinvertebrate community responses to environmental
Standard No. 35 sieve (0.500-mm openings). For all aquatic changes are useful in assessing the impact of municipal, indus-
assessment programs, use of the No. 30 sieve to collect benthic trial, oil, and agricultural wastes, and impacts from other land
fauna of freshwater, estuarine, and marine habitats or from any uses on surface waters. Four types of environmental changes for
water transport system is recommended. To accommodate some which patterns of macroinvertebrate community structure
old historical databases and if the data-quality objectives of the change have been documented are: increased inorganic nutrients,
study permit, a U.S. Standard No. 28 sieve (1.0-mm openings) increased organic loading, substrate alteration, and toxic chem-
might be utilized. To obtain a more representative sample of the ical pollution. Inorganic nutrients and severe organic pollution
benthos that would include smaller forms or early life-stages, usually result in a reduction in the variety of macroinvertebrates
and other taxa of macroinvertebrates, a U.S. Standard No. 60 to only the most tolerant ones and a corresponding increase in
sieve (0.250-mm openings) may be used. density of those tolerating the polluted conditions, usually asso-
The standardization of bioassessment for species composition, ciated with low dissolved oxygen concentration. In some cases
taxa richness, diversity, evenness, trophic levels, and major severe organic pollution, siltation, or toxic chemical pollution
taxonomic spatial and temporal patterns may be enhanced sig- may reduce or even eliminate the entire macroinvertebrate com-
nificantly by the conventional use of a U.S. Standard No. 30 munity from an affected area. Not all cases conform to those
sieve. described because conditions may be mediated by other envi-
The major macroinvertebrates found in freshwater are flat- ronmental (biological, chemical, and physical) conditions.
worms, annelids, mollusks, crustaceans, and insects. The major Assessing the impact of a pollution source generally involves
macroinvertebrate groups included in estuarine and marine wa- comparing macroinvertebrate communities and their physical
habitats at sites influenced by pollution with those collected from
ters are bryozoans, sponges, annelids, mollusks, roundworms,
adjacent unaffected sites. This can include a gradient away from
cnidarians (coelenterates), crustaceans, insects, and echino-
point sources of contamination. The procedure includes sam-
derms.
pling and analyzing types of communities from different sites
and subsequently determining whether the presumed pollution-
affected community differs from the presumed nonaffected com-
* Approved by Standard Methods Committee, 2001.
Joint Task Group: Donald J. Klemm (chair), David C. Beckett, Peter M. Chapman, munity. The basic information required for most community
Philip A. Lewis, Morris H. Roberts, Jr., Don W. Schloesser, William T. Thoeny. structure analyses is a count of individuals per species. From the
10-64 BIOLOGICAL EXAMINATION (10000)
BURD, B.J., A. NEMEC & R.O. BRINKHURST. 1990. The development and 001, Off. Science & Technology, U.S. Environmental Protection
application of analytical methods in benthic marine infaunal stud- Agency, Washington, D.C.
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NATIONAL RESEARCH COUNCIL. 1990. Managing Troubled Waters: The Academic Press, San Diego, Calif.
Role of Marine Environmental Monitoring. National Academy PATRICK, R. 1996. Rivers of the United States: Vol. III: The Eastern and
Press, Washington, D.C. Southeastern States. John Wiley & Sons, New York, N.Y.
WESTON, D. 1990. Quantitative examination of macrobenthic changes BARBOUR, M.T. 1997. The re-invention of biological assessment in the
along an organic enrichment gradient. Mar. Ecol. Prog. Ser. 61:233. U.S. Human Ecol. Risk Assess. 3:933.
YOUNT, J.D. & G.J. NIEMI. 1990. Recovery of lotic communities and U.S. ENVIRONMENTAL PROTECTION AGENCY. 1997. Priorities for Ecological
ecosystems from disturbance—a narrative review of case studies.
Protection: An Initial List and Discussion Document for EPA. EPA
Environ. Manag. 14:547.
600-S-97-002, Off. Research & Development, Washington, D.C.
KARR, J.R. & B.L. KERANS. 1992. Components of biological integrity:
U.S. ENVIRONMENTAL PROTECTION AGENCY. 1998. Lake and Reservoir
their definition and use in development of an invertebrate IBI. In
T.P. Simon & W.S. David, eds. Environmental Indicators: Mea- Bioassessment and Biocriteria. Technical Guidance Document,
surement and Assessment Endpoints, Chapter 1. EPA 905-R-92- EPA 841-B-98-007, Off. Water, U.S. Environmental Protection
003, U.S. Environmental Protection Agency, Chicago, Ill. Agency, Washington, D.C.
BLAKE, J.A. & A. LISSNER. 1993. Taxonomic atlas of the benthic fauna PATRICK, R. 1998. The Mississippi River and Its Tributaries North of St.
of the Santa Maria Basin and Western Santa Barbara Channel, Vol. Louis. Vol. IV, Part A. John Wiley & Sons, New York, N.Y.
1. Santa Barbara Mus. Natural History, Santa Barbara, Calif. PATRICK, R. 1998. The Mississippi River and Its Tributaries South of St.
ROSENBERG, D.M. & V.H. RESH, eds. 1993. Freshwater Biomonitoring Louis. Vol. IV, Part B. John Wiley & Sons, New York, N.Y.
and Benthic Macroinvertebrates. Chapman-Hall, New York, N.Y. MACBROOM, J.G. 1998. The River Book. Connecticut Dep. Environmen-
CAIRNS, J., JR. 1993. A proposed framework for developing indicators of tal Protection, Hartford.
ecosystem health. Hydrobiologia 263:1. BATZER, D.P., R.B. RADER & S.A.WISSINGER. 1999. Invertebrates in
GURTZ, M.E. 1994. Design of biological components of the National Freshwater Wetlands of North America: Ecology and Management.
Water-Quality Assessment (NAWQA) Program. In S.L. Loeb & A. John Wiley & Sons, New York, N.Y.
Spacie, eds. Biological Monitoring of Aquatic Systems. Lewis GRIFFITHS, R.W. 1999. BioMAP: Bioassessment of Water Quality. Cen-
Publishers, Ann Arbor, Mich. tre for Environmental Training, Niagara College, Niagara-on-the-
DAVIS, W.S. & T.P. SIMON, eds. 1995. Biological Assessment and Lake, Ontario, Canada.
Criteria: Tools for Water Resource Planning and Decision Making. KARR, J.R. & E.W. CHU. 1999. Restoring Life in Running Waters. Island
Lewis Publishers, Boca Raton, Fla. Press, Washington, D.C.
HAUER, F.R. & G.A. LAMBERTI, eds. 1996. Methods in Stream Ecology.
GERRITSEN, J., B. JESSUP, E.W. LEPPO & J. WHITE. 2000. Development of
Academic Press, New York, N.Y.
lake condition indexes (LCI) for Florida. Tetra Tech, Inc., Owings
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Technical Guidance for Streams and Small Rivers. EPA 822-B-96- Tallahassee.
the discharge and the other directly above, or in the immediate 2. Sampling Design
vicinity of, the effluent discharge, but not subject to its influence.
Whenever it is feasible, use reference stations having physico- In biology, the term population refers to a group of individuals
chemical characteristics similar to those of the substrate and that are all members of the same species or taxonomic group. In
overlying water of the receiving area. statistics, population refers to the entire set of values for the
2. Locate a station immediately downstream or in the affected characteristic of interest in a whole sampling universe. For
area in the immediate vicinity of each discharge. example, researchers interested in determining the mean density
3. If the discharge does not mix completely on entering the of worms in the bottom of a lake might take ten grabs from the
body of water, but channels along one side or disperses in a lake sediments. The number of worms in each grab would be an
specific direction, locate stations in the left-bank (looking up- observation, the density of worms would be the characteristic of
interest, and the contents within each grab would be the exper-
stream), midchannel, and right-bank sections of the stream, and
imental unit or sampling unit. The entire bottom of the lake
in concentric arcs in lakes and oceanic waters, or any other
would be the sampling universe and enough grabs to equal the
configuration that will meet study objectives.
area of the entire lake bottom would be the population (of units).
4. Establish stations at various distances downstream from the Similarly, the term sample has two, often contradictory, usages.
last discharge of concern to determine the linear extent of dam- In typical studies, observations usually are not made for all the
age. In the marine environment, an estuary nearby may be possible sampling units. Instead, observations are made that make
sampled or in open ocean waters samples may be taken in a up only a small fraction of the total possible number of observations
nearby area comparable with respect to currents, depth, sediment that could be made. Statistically, this set of observations is referred
characteristics, and salinity. to as a sample. In the example given above the ten grabs would be
5. To permit comparison of macroinvertebrate communities, a sample. However, in everyday language and as used in this book
be sure that all sampling stations are ecologically similar. For and most scientific publications, the term “sample” has been used to
example, select stations that are similar with respect to bottom signify a portion of the real world that has been selected for
substrate (e.g., sand, gravel, rock, mud, organic content), depth, measurement, such as a water sample, plankton haul, or bottom
presence of riffles and pools, stream width, gradient, flow ve- grab. Therefore, each of the grabs in the example above would be
locity, bank or shore cover, salinity, or hardness, TOC, nutrient considered a sample, i.e., “ten samples were taken.”
and dissolved oxygen concentrations, and wave exposure. Collecting a representative sample is difficult because of vari-
6. Collect samples for physical, toxicological (if applicable), ation in successive samples. Without knowledge of sampling
and chemical analyses as close as possible to biological sampling variability, the degree to which the data truly represent the
stations to assure correlation of findings; take such samples at the population cannot be known. Make replicate observations of a
same time and from the same grab when possible. Collect population if definitive statistical inferences about the population
substrate samples for physicochemical analyses from the upper are to be made.2–11
few centimeters where most organisms live. Standardize sampling design to consider the following re-
quirements:
7. Locate sampling stations for macroinvertebrates in the best
1. Approximate the set of all samples that can be selected (i.e.,
physical habitat areas that are not influenced by atypical condi-
separate the sampling universe into all possible samples). For
tions (e.g., bridges, dams, etc.).
example, if the location (site) containing the population has an
8. Discharges in areas near a coast may be subject to variation area of 1000 m2 and the sampling device samples an area of 1
in degree of salt water intrusion (salt water wedge). In such m2, there are 1000 samples that could be collected in the sam-
areas, macroinvertebrate populations may change drastically; pling universe.
document and/or allow for this effect. 2. Assign each sample an equal probability of being selected.
9. When sampling in small, wadeable, first- to third-order Using the situation above, divide the area to be sampled into
streams, initiate sampling at the most downstream station and then 1000 discrete units.
proceed upstream to minimize disruptions induced by the sampling 3. Use a table of random numbers to select sites for sampling,
itself. This is not necessary for nonwadeable streams and rivers. i.e., sample randomly, not haphazardly.
For a long-term biological monitoring program, consider col- 4. The sampling design outlined above is known as simple
lecting macroinvertebrates at each station at least once during random sampling. It is often advantageous to determine the
each of the annual seasons, though this may not always be number of samples necessary for a certain level of precision
necessary and would depend on the study design.1 More frequent while using this type of sampling design. Use the following
sampling may be necessary if the characteristics of the effluents formula to estimate this number:
change or if spills occur. Make allowance for collections at night
where “drift” or night feeding organisms are of special concern.
In general, the most critical period for macroinvertebrates in
N⫽ 冉 冊
t⫻s
D ⫻ x
2
preliminary survey,
D ⫽ required level of precision expressed as a decimal (0.30 to
0.35 usually yields a statistically reliable estimate), and
x ⫽ sample mean density of preliminary survey.
N⫽ 冉 2.5706 ⫻ 1628
0.30 ⫻ 4230
冊 2 bottom sampler, all described below.
a. Grab samplers:
Measure each grab-type sampler for actual surface area sampled
(t ⫽ 2.5706 at a 5% probability of error and 5 degrees of freedom) before it is first used.
1) The Ponar®* grab (Figure 10500:1) is used increasingly in
N ⫽ 10.88 ⬇ 11 medium to deep rivers, lakes, reservoirs, and estuaries.14 It is similar
to the Petersen grab in size, weight, lever system, and sample
Thus it is estimated that 11 grabs will be necessary. compartment, but has side plates and a screen on top of the sample
5. Simple random sampling is useful in sampling relatively ho- compartment to prevent sample loss during closure. With one set of
mogeneous areas. However, most taxa are not distributed uniformly weights, the standard 23- by 23-cm sampler weighs 20 kg. A 15- by
over water bottoms. Different habitats (sand, mud, gravel, or or- 15-cm petite Ponar®* may be used. The large surface disturbance
ganic material) support different densities and species of organisms. associated with a Ponar®* grab can be reduced by installing hinged,
In such circumstances, use a stratified random design. In this sam- rather than fixed, screen tops, thereby reducing the pressure wave
pling design a heterogeneous universe (different bottom substrates, associated with the sampler’s descent. This sampler is best used for
current velocities, depths, temperatures, etc.) is divided into more mud, sand, gravel, or small rocks with mud, but it can be used in all
homogeneous strata. Once the strata are defined, use random sam- substrates except bedrock.
pling, as above, within each stratum. Stratified random sampling has 2) The Petersen grab (Figure 10500:2) is used for sampling hard
two important advantages: it is often valuable to have data on the bottoms such as sand, gravel, marl, and clay in swift currents and
various subsets of a population (e.g., density of benthic inverte- deep water.3 It is an iron, clam-type grab manufactured in various
brates in each of the sediment types), and stratified sampling often sizes that will sample an area of from 0.06 to 0.09 m.2 It weighs
reduces variability because it deals with more homogeneous sub- approximately 13.7 kg, but may weigh as much as 31.8 kg when
populations, allowing for more accurate (closer to the actual value)
and precise (less variation among the values) population estimates.
Prior information is necessary to divide the population into the * Registered trademark of Morris & Lee, Inc. d/b/a Wildlife Supply Co., Buffalo,
various strata. This is usually accomplished through pre-study re- NY.
connaissance (a pilot study). Systematic sampling, a third type of
sampling design (in addition to simple random and stratified ran-
dom), often is used in such pilot studies. In a systematic-transect
design, conduct sampling at equal intervals along a number of
transects within a habitat. This design can be used to identify and
locate the existent strata.3,12
6. In descriptive studies investigators should take at least three
replicate sampling units per station.3,13 If statistical testing is
planned, more replicates probably are necessary.
7. Standardize data acquisition and recording when practical. Use
metric units.
3. Sampling Devices, Quantitative
* Registered trademark of Morris & Lee, Inc. d/b/a Wildlife Supply Co., Buffalo,
NY.
eyebolt so that there are three single spaces, three double spaces, rectly on specific sampling sites, but a SCUBA diver is required
and one triple space between the plates. The total surface area of to collect samples.43 Improved accuracy of locating sampling
the sampler, excluding the eyebolt, is 939 cm2 (0.9 m2). Gener- sites and ability to collect a large number of replicate samples
ally, five samplers are used and placed in streams tied to a may outweigh the disadvantage of using a diver. Suction sam-
concrete construction block as anchor. This prevents samplers plers have been used widely in sampling marine environments,
from coming into contact with the natural substrates. but they have obvious depth limitations.
b. The basket sampler13 (Figure 10500:13) is a cylindrical
“barbecue” basket 28 cm long and 17.8 cm in diameter, filled
with approximately 30 5.1-cm-diam rocks or rocklike material 7. References
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for the Protection of Aquatic Life: Volume II, Users Manual for ning and Decision Making, Chapter 4, p. 31. Lewis Publishers,
Biological Field Assessment of Ohio Surface Waters & Volume III, Boca Raton, Fla.
Standardized Biological Field Sampling and Laboratory Methods REYNOLDSON, T.B., R.H. NORRIS, V.H. RESH, K.E. DAY & D.M. ROSEN-
for Assessing Fish and Macroinvertebrates Communities. Ohio En- BURG. 1997. The reference condition: a comparison of multimetric
vironmental Protection Agency, Div. Water Quality Monitoring & and multivariate approaches to assess water-quality impairment
Assessment, Surface Water Section, Columbus. using benthic macroinvertebrates. J.N. Amer. Benthol. Soc.16:833.
10-74 BIOLOGICAL EXAMINATION (10000)
HEINO, J. 2000. Lentic macroinvertebrate assemblage structure along mental Fate; Biotechnology; Pesticides, Standards D-4342-84,
gradients in spatial heterogeneity, habitat size and water chemistry. D-4343-84, D-4344-84, D-4345-84, D-4346-84, D-4347-84,
Hydrobiologia 428:229. D-4348-84, D-4387-84, D-4401-84, D-4407-84, D-4556-85,
AMERICAN SOCIETY FOR TESTING AND MATERIALS. 2000. Annual Book of D-4557-85, D-4558-85. American Soc. Testing & Materials, W.
Standards. Section 11, Vol. 11.05, Biological Effects and Environ- Conshohocken, Pa.
1. Sample Processing For qualitative samples, place rocks, sticks, and other objects
in a white pan partially filled with water. Many animals will float
After collecting a benthic sample, transfer it to either specially free from these objects and can be removed with forceps.
designed sieve tables (or hoppers) or a container. If a container Assign identification numbers either in the field or at the
(such as small trash can) is used, dilute with ambient water and laboratory and transcribe information from the labels to a per-
swirl. Pour slurry gradually into a sieve bucket. Gently wash manent ledger. The ledger provides a convenient reference in
slurry over screen to prevent damaging or losing specimens. identifying number of samples collected at various places, time
Slurries that clog the screen require removal of screened mate- of sampling, and water characteristics.
rial. A series of one or two coarser screens (e.g., 1-cm and Preserve and store in 70% ethanol organisms taken in the field
0.5-cm mesh) will hold back larger materials such as leaves, or from artificial substrates and sieved with a U.S. Standard No.
sticks, shells, and gravel while permitting organisms and smaller 30 sieve. For special studies and to retain anatomical form and
materials to pass through to the bottom sieve. Carefully check structures, fix soft-bodied organisms first with 5 to 10% buffered
rocks, sticks, shells, and other objects for attached or burrowed formalin or 70% ethanol. NOTE: For health and safety reasons,
organisms before discarding. A soft-bristled toothbrush may be always take care when using 5 to 10% buffered formalin, or
used to remove attached invertebrates from rocks, sticks, and avoid using it to fix or preserve organisms in the field or in the
similar objects. laboratory. Never discard fixatives or preservatives into the
Wash residual material on the screen into a container. A environment.
cheesecloth bag is very useful because it does not restrict the
quantity of wash water. Label containers with a collection code
but do not affix labels to lids. Similar labels can be written with 2. Sorting and Identification
pencil or indelible ink on high-rag-content paper and placed in
the container. Record label code on a field sheet that describes Whether organisms are sorted in the field or the laboratory,
location, date, type of sample, collector’s name, and other per- follow consistent procedures. Before processing a sample, trans-
tinent information. fer information from the label to a data sheet that provides space
Use laboratory elutriation devices1,2 as appropriate to reduce for scientific names and number of individuals. Place sample
time required to sort benthic organisms from samples containing directly in a shallow white tray with water for sorting. To
large amounts of silt, mud, or clay. Wash screened material into facilitate sorting organisms from detritus, the organisms may be
a container and fix the contents in a solution of 10% buffered stained with rose bengal (200 mg/L or achieve a light pink color)
formalin or 70% ethanol.3– 6 If ethanol is used, do not fill more in the formalin or ethanol preservative for at least 24 h.10 NOTE:
than one-half the container with screened material. Preserve and Excessive staining may prevent specific identification of some
store animals with calcareous shells or exoskeletons, i.e., mus- specimens. Examine entire sample and separate organisms un-
sels, snails, crayfish, and ostracods, in 70% ethanol.6,7 less they occur in very large numbers. If a subsample is sorted,
Some macroinvertebrates (soft-bodied animals) are identified take care that rare forms are not excluded. As organisms are
more easily if they are relaxed to prevent constriction during picked from the sample, sort under a scanning lens or stereo-
preservation. Common relaxants include carbonated water (soda scopic microscope, separate them into different taxonomic cat-
water) or carbon dioxide added to water. Other relaxants include egories, identify to the lowest taxonomic level to meet the data
aqueous solutions of 70% ethyl alcohol, 2% nicotine sulfate, quality objectives, and record on the data sheet. Place animals in
propylene phenoxetol, or 5 to 10% solutions of either chlorotone, separate vials according to category and fill vials with 70%
chloral hydrate, or magnesium sulfate added gradually to the ethanol. Place inside vials labels containing sample tracking
water containing the soft-bodied animals until the degree of number, date collected, sampling location, and names of organ-
relaxation sought is reached. Narcotize organisms before fixing isms.
them. Ideally, fix annelid specimens (oligochaetes) in 5 to 10% Identify animals in each vial using stereoscopic and compound
buffered formalin before preserving them in 70 to 80% ethanol microscopes, according to need, and available experience and
(note that alcohol is not a satisfactory tissue fixative). Fixation resources. Identify organisms to species level if possible. Addi-
stabilizes tissue proteins to retain characteristics of the soft body tional sources of information on laboratory techniques and iden-
(e.g., segmented worms) form.8,9 tification guides and taxonomic keys of macroinvertebrates are
available (see Bibliography and Section 10900).
BENTHIC MACROINVERTEBRATES (10500)/Sample Processing and Analysis 10-75
3. References WILLIAMS, A.B. 1974. Marine flora and fauna of the northeastern United
States. Crustacean: Decapoda. U.S. Circ. No. 389, National Oceanic
1. WORSWICK, J.M. & M.T. BARBOUR. 1974. An elutriation apparatus Atmospheric Admin., National Marine Fisheries Serv., Washing-
for macroinvertebrates. Limnol. Oceanogr. 19:538. ton, D.C.
2. LAUFF, G.H., K.W. CUMMINS, C.H. ERIKSON & M. PARKER. 1961. A FOX, R.S. & K.H. BYNUM. 1975. The amphipod crustaceans of North
method for sorting bottom fauna samples by elutriation. Limnol. Carolina estuarine waters. Chesapeake Sci. 16:223.
Oceanogr. 6:462. MORRIS, P.A. 1975. A Field Guide to Shells of the Atlantic and Gulf
3. EDMONDSON, W.T., ed. 1959. Ward and Whipple’s Freshwater Bi- Coasts and the West Indies. Houghton Mifflin Co., Boston, Mass.
ology, 2nd ed. John Wiley & Sons, New York, N.Y. SMITH, R.I. & J.T. CARLTON, eds. 1975. Light’s Manual: Intertidal
4. COOK, D.G. & R.O. BRINKHURST. 1973. Marine Flora and Fauna of Invertebrates of the Central California Coast, 3rd ed. University of
the Northeastern United States, Annelida: Oligochaeta. NOAA California Press, Berkeley.
Tech. Rep. NMFS CIRC-374, U.S. Dep. Commerce, National Oce- BUTLER, T.H. 1980. Shrimps of the Pacific Coast of Canada. Can. Bull.
anic Atmospheric Admin., National Marine Fisheries Serv., Seattle, Fish. Aquat. Sci. 202:1.
Wash. BLAXTER, J.H.S., S.F.S. RUSSELL & S.M. YONGE. 1980. The species of
5. KLEMM, D.J. 1982. Leeches (Annelida Hirudinea:) of North Amer-
mysids and key to genera. Advan. Mar. Biol. 18:7.
ica. EPA-600/3-82-025, Environmental Monitoring & Support Lab.,
SIEG, J. & R.N. WINN. 1981. The Tanaidae (Crustacea: Tanaidacea) of
U.S. Environmental Protection Agency, Cincinnati, Ohio.
California, with a key to the world genera. Proc. Biol. Soc. Wash.
6. PENNAK, R.W. 1989. Freshwater Invertebrates of the United
States—Protozoa to Mollusca, 3rd ed. John Wiley & Sons, Inc., 94(2):315.
New York, N.Y. HEARD, R.W. 1982. Guide to common tidal marsh invertebrates of the
7. BURCH, J.B. 1972. Freshwater Sphaeriacean Clams (Mollusca: Pe- Northeastern Gulf of Mexico. Alabama Sea Grant Consortium.
lecypoda) of North America. U.S. Environmental Protection MASGP-79-004.
Agency, Cincinnati, Ohio. PRICE, W.W. 1982. Key to the shallow water Mysidacea of the Texas
8. KLEMM, D.J., ed. 1985. A Guide to the Freshwater Annelida coast with notes on their ecology. Hydrobiologia 93:9.
(Polychaeta, Naidid and Tubificid Oligochaeta, and Hirudinea) of WRONA, F.J., J.M. CULP & R.W. DAVIES. 1982. Macroinvertebrate sub-
North America. Kendall/Hunt Publ. Co., Dubuque, Iowa. sampling: a simplified apparatus and approach. Can. J. Fish. Aquat.
9. KATHMAN, R.D. & R.O. BRINKHURST. 1998. Guide to the Freshwater Sci. 39:1051.
Oligochaetes of North America. Aquatic Resources Center, College WILLIAMS, A.B. 1984. Shrimp, lobsters, and crabs of the Atlantic Coast
Grove, Tenn. of the Eastern United States, Maine to Florida. Smithsonian Insti-
10. MASON, W.T., JR. & P.P. YEVICH. 1967. The use of phloxine B and tution Press, Washington, D.C.
rose bengal stains to facilitate sorting benthic samples. Trans. Amer. BRINKHURST, R.O. 1986. Guide to the Freshwater Aquatic Microdrile
Microsc. Soc. 86:221. Oligochaetes of North America. Canadian Spec. Publ. Fisheries &
4. Bibliography Aquatic Science 84, Dep. Fisheries & Oceans, Ottawa, Ont.
PENNAK, R.W. 1989. Fresh-Water Invertebrates of the United States.
PETTIBONE, M.H. 1963. Marine polychaete worms of the New England Protozoa to Mollusca, 3rd ed. John Wiley & Sons, Inc., New York,
region. I. Families Aphroditidae through Trochochaetidae. U.S. N.Y.
Nat. Mus. Bull. 227:1. VECCHIONE, M., C.F.E. ROPER & M.J. SWEENEY. 1989. Marine Flora and
SMITH, R.I., ed. 1964. Keys to marine invertebrates of the Woods Hole Fauna of the Eastern United States. Mollusca: Cephalopoda. Na-
Region. Contrib. No. 11, Systematics-Ecology Program, Marine tional Marine Fisheries Serv., National Systematics Lab., Washing-
Biological Lab., Woods Hole, Mass. ton D.C.
MCCAIN, J.C. 1968. The Caprellidae (Crustacea: Amphipoda) of the KLEMM, D.J., P.A. LEWIS, F. FULK & J.M. LAZORCHAK. 1990. Macroin-
Western North Atlantic. Smithsonian Institute Bull. 278, Washing- vertebrate Field and Laboratory Methods for Evaluating the Bio-
ton, D.C. logical Integrity of Surface Waters. EPA-600/4-90-030. Environ-
SCHULTZ, G.A. 1969. How to Know the Marine Isopod Crustaceans. mental Monitoring Systems Lab., U.S. Environmental Protection
Wm. C. Brown Company Publ., Dubuque, Iowa. Agency, Cincinnati, Ohio.
HOLME, N.A. & A.D. MCINTYRE. 1971. Methods for the Study of Marine PACKARSKY, B.L., P.R. FRAISSINET, M.A. PENTON & D.J. CONKLIN, JR.
Benthos. IBP Handbook No. 16. Blackwell Scientific Publications, 1990. Freshwater Macroinvertebrates of Northeastern North Amer-
Oxford, England. ica. Cornell University Press, Ithaca, N.Y.
FOSTER, N.M. 1971. Spionidae (Polychaete) of the Gulf of Mexico and KLEMM, D.J. 1991. Taxonomy and pollution ecology of the Great Lakes
the Caribbean Sea. Stud. Fauna Curacao Other Caribbean Islands 36. Region leeches (Annelida: Hirudinea). Mich. Acad. 24:37.
GOSNER, K.L. 1971. Guide to Identification of Marine and Estuarine THORP, J.H. & A.P. COVICH, eds. 1991. Ecology and Classification of
Invertebrates. Cape Hatteras to the Bay of Fundy. Wiley-Inter-
North American Freshwater Invertebrates. Academic Press, Inc.,
science, New York, N.Y.
New York, N.Y.
LEWIS, P.A. 1972. References for the Identification of Freshwater Mac-
LOVELL, L. & R.G. VELARDE. 1991. Regional Standardization of Taxon-
roinvertebrates. EPA-R4-F2-006, U.S. Environmental Protection
Agency, Cincinnati, Ohio. omy. In Proc. Symposium, Biological Criteria: Research and Reg-
BOUSFIELD, E.L. 1973. Shallow-Water Gammaridean Amphipoda of ulation. EPA 440/5-91/005. Off. Water, U.S. Environmental Pro-
New England. Cornell University Press, Ithaca, N.Y. tection Agency, Washington, D.C.
DAY, J.H. 1973. New Polychaeta from Beaufort, with a key to all species CUFFNEY, T.F., M.E. GURTZ & M.R. MEADOR. 1993. Guidelines for the
recorded from North Carolina. U.S. Circ. No. 375, National Oce- Processing and Quality Assurance of Benthic Invertebrate Samples
anic Atmospheric Admin., National Marine Fisheries Serv., Wash- Collected as Part of the National Water-Quality Assessment Pro-
ington, D.C. gram. Open-File Rep. 93-407, U.S. Geological Surv., Raleigh, N.C.
WATLING, L. & D. MAURER. 1973. Guide to the Macroscopic Estuarine MERRITT, R.W. & K.W. CUMMINS, eds. 1996. An Introduction to the
and Marine Invertebrates of the Delaware Bay Region. Delaware Aquatic Insects of North America, 3rd ed. Kendall/Hunt Publishing
Bay Rep. Ser. Vol. 5, p. 178. Univ. Delaware, Newark. Co., Dubuque, Iowa.
10-76 BIOLOGICAL EXAMINATION (10000)
BARBOUR, M.T. & J. GERRITSEN. 1996. Subsampling of benthic samples: BOWMAN, M.F. & R.C. BAILEY. 1997. Does taxonomic resolution affect
A defense of the fixed count method. J.N. Amer. Benthol. Soc. 15: the multivariate description of the structure of freshwater benthic
386. macroinvertebrate communities? Can. J. Fish. Aquat. Sci. 54:1802.
DOBERSTEIN, C.P., J.R. KARR & L.L. CONQUEST. 2000. The effect of
fixed-count subsampling on macroinvertebrae biomonitoring in
small streams. Freshwater Biol. 44:355.
There are two basic approaches used in evaluating effects of square, Student’s t, regression, correlation, analyses of variance,
pollution on aquatic life. The first is to make a qualitative or nonparametric equivalents).1,2
inventory of the benthic fauna, “above (upstream) and below Mathematical expressions, including numerical indices of
(downstream)” or “before and after” the suspected or known community structure, are useful in characterizing and describing
areas of pollution, thereby determining species presence or ab- aquatic communities. These expressions usually are based on the
sence. Then, through an understanding of the responses of var- structural and functional stability of the system.2
ious species to certain pollutants and habitat degradation, deter- Diversity indices, although limited, condense considerable
mine the significance of damage or change. The second approach biological data into single numerical values.2–9 Unfortunately,
is to make a quantitative analysis of the numbers of individuals, useful information may be lost by condensing biological data.3,10
species, and structure (abundance and composition) of the Select methods for analyzing multivariate benthic community
aquatic community affected by pollution and then to compare data using two important criteria: the methods should test spe-
with reference information. In most pollution surveys these cific impact-related hypotheses suggested by the data quality
approaches are integrated because each provides valuable inter- objectives and study design, and the methods should objectively
pretative information. identify relationships among variables. Use methods that make a
priori assumptions about relationships among variables only
1. Qualitative Data Evaluation
secondarily for presentations, not for primary analysis.
More powerful multivariate statistical analyses generally are
less subject to criticism and may be more appropriate for some
No two aquatic organisms react identically to a pollutant
bioassessment studies.1,10 Recommended data analyses ap-
because of complex relationships between genetic factors and
proaches are: regression of species (or taxa) richness on abun-
environmental conditions. However, certain taxa are relatively
dance, analysis of variance followed by linear orthogonal con-
sensitive to certain types of pollution such as siltation and
trasts,11 various other multivariate approaches (e.g., cluster tech-
turbidity, organic enrichment, acidity, heavy metals and other
niques and ordination, analyzing principal components,
industrial toxic wastes, oil production, agricultural products,
ANOVA, discriminate analyses), and macroinvertebrate com-
radioactive wastes, and thermal effects. For example, operculate
munity metrics2,12 for assessing biomonitoring data and water
snails, immature stages of certain mayflies, stoneflies, caddis-
quality.
flies, riffle beetles, hellgrammites, many marine amphipods,
For statistical evaluation of the data collected in pollution
mysids, bivalve larvae, and echinoderms are sensitive to many
surveys, it always is beneficial to identify the sources of vari-
pollutants. Pollution-tolerant macroinvertebrates such as certain
ability commonly found. Variability in macroinvertebrate data
sludge worms, midge larvae, leeches, pulmonate snails, and some
comes from the methods of sampling and the distribution of
polychaetes usually increase in number under organically enriched
organisms. Perhaps the major source is sampling error. Organ-
conditions. Facultative organisms, those that tolerate moderate pol-
isms generally are clustered in relation to habitat distribution;
lution, include most snails, sowbugs, scuds, and blackfly larvae.
therefore, random samples often show high variability among
Tolerant organisms may be found in either clean or polluted situa-
replicates. In statistical analyses of quantitative data, large num-
tions; thus their presence is not definitive. However, a population of
bers of samples often are required to detect statistically signifi-
tolerant organisms combined with an absence of intolerant ones is a
cant differences. Exercise care in using parametric statistical
good indication of the presence of pollution. The same species
methods because the basic assumption of normal distribution is
found in different geographical areas may well react differently or
not always true. Data often have to be transformed before being
be present in different numbers throughout the year.
tested. Do not assume that a statistically significant difference is
ecologically significant.
2. Quantitative Data Evaluation
lative frequency polygons. These may be superimposed on maps. INGRAM, W.M. 1960. Effective methods for collecting and recording data
Several reports that may be useful in analyzing macroinverte- from water pollution surveys. In C.M. Tarzwell, compiler. Biolog-
brate data have been included in the bibliography. Methods for ical Problems in Water Pollution, p. 260. U.S. Dep. Health, Edu-
interpreting benthic invertebrate data with measures of contam- cation & Welfare, Cincinnati, Ohio.
ination and toxicity are available.13 INGRAM, W.M. & A.F. BARTSCH. 1960. Graphic expression of biological data
in water pollution reports. J. Water Pollut. Control Fed. 32:297.
4. Conclusions PIELOU, E.C. 1966. The measurement of diversity in different types of
biological collections. J. Theor. Biol. 13:131.
Despite detailed data quality objectives, field methodology, CAIRNS, J., JR. 1971. A simple method for the biological assessment of
the effects of waste discharges on aquatic bottom-dwelling organ-
and laboratory analysis and data presentation, it often requires
isms. J. Water Pollut. Control Fed. 43:755.
extensive professional experience and skill and knowledge of the
ERMAN, D.C. & W.T. HELM. 1971. Comparison of some species impor-
scientific literature to draw defensible conclusions from a data tance values and ordination techniques used to analyze benthic
set. Even in the best circumstances, there can be more than one invertebrate communities. Oikos 22:240.
conclusion drawn from a study. When more than one conclusion ORLOCI, L., C.R. RAO & W.M. STITELER, eds. 1978. Multivariate Meth-
is possible, it is appropriate to present all options. ods in Ecological Work. International Cooperative Publ. House,
Fairland, Md.
5. References CONOVER, W.J. 1980. Practical Nonparametric Statistics, 2nd ed. John
Wiley & Sons, New York, N.Y.
1. GREEN, R.H. 1979. Sampling Design and Statistical Methods for POLLARD, J.E. 1981. Investigator differences associated with a kicking
Environmental Biologists. John Wiley & Sons, New York, N.Y. method for sampling macroinvertebrates. J. Freshwater Ecol. 1:215.
2. KLEMM, D.J., P.A. LEWIS, F. FULK & J.M. LAZORCHAK. 1990. Mac- GAUCH, H.G., JR. 1982. Multivariate Analysis in Community Ecology.
roinvertebrate Field and Laboratory Methods for Evaluating the Cambridge University Press, New York, N.Y.
Biological Integrity of Surface Waters. EPA-600/4-90-030. Envi- PLATTS, W.S., W.F. MEGAHAN & G.W. MINSHALL. 1983. Methods for Eval-
ronmental Monitoring Systems Lab., U.S. Environmental Protection uating Stream, Riparian, and Biotic Conditions. General Technical
Agency, Cincinnati, Ohio. Rep. INT-138. U.S. Dept. Agriculture, U.S. Forest Serv., Ogden, Utah.
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4. WILHM, J.L. 1967. Comparison of some diversity indices applied to ZAR, J.H. 1984. Biostatistical Analysis, 2nd ed. Prentice-Hall, Inc.,
populations of benthic macroinvertebrates in a stream receiving Englewood Cliffs, N.J.
organic wastes. J. Water Pollut. Control Fed. 39:1673.
FAUSCH, D.D., J.R. KARR & P.R. YANT. 1984. Regional application of an
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quality criteria. Bioscience 18:477.
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6. WILHM, J.L. 1970. Range of diversity index in benthic macroinver-
DAWSON, C.L. & R.A. HELLENTHAL. 1986. A Computerized System for
tebrate populations. J. Water Pollut. Control Fed. 42:R221.
the Evaluation of Aquatic Habitats Based on Environmental Re-
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quirements and Pollution Tolerance Association of Resident Organ-
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Agency, Cincinnati, Ohio.
The sequential comparison index—a simplified method for nonvi-
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