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Appendix H - Developing a Sampling <strong>Plan</strong> <strong>for</strong> <strong>the</strong> Penobscot Basin<br />

Author: Greg Mackey<br />

Introduction<br />

The Penobscot Basin is <strong>the</strong> largest river system in Maine and is managed <strong>for</strong><br />

Atlantic salmon and o<strong>the</strong>r diadromous fishes in <strong>the</strong> context <strong>of</strong> a state-wide setting.<br />

Sampling natural systems <strong>for</strong> management requires unbiased and spatially<br />

distributed sampling, with samples spaced relatively evenly in space. Sampling<br />

must balance trend and status data collection goals. In addition, sampling should<br />

allow <strong>for</strong> greater emphasis (sampling) ef<strong>for</strong>t within certain areas depending on needs<br />

<strong>of</strong> biologists and managers. Finally, sampling must be flexible <strong>to</strong> allow un-sampled<br />

sites <strong>to</strong> be accounted <strong>for</strong>, and <strong>to</strong> add sites as needed. This requires a probability<br />

sampling approach. Without probability sampling we cannot understand how<br />

samples represent <strong>the</strong> “real world’ and are likely <strong>to</strong> collect biased data that may<br />

result in incorrect conclusions and in<strong>for</strong>m poor management decisions. Clearly, this<br />

is vital <strong>for</strong> effective adaptive management. Fur<strong>the</strong>rmore, collecting data under a<br />

unified probability sampling plan with standardized pro<strong>to</strong>cols will greatly increase<br />

statistical power <strong>for</strong> <strong>the</strong> same level <strong>of</strong> sampling ef<strong>for</strong>t, allowing biologists <strong>to</strong> more<br />

powerfully analyze large spatial and temporal trends and status. Finally, <strong>the</strong><br />

sampling plan <strong>for</strong> <strong>the</strong> Penobscot should be integrated with a larger state-wide<br />

sampling plan <strong>to</strong> increase statistical power and optimize <strong>the</strong> value <strong>of</strong> limited<br />

sampling capacity.<br />

Such surveys are constructed using several components: The Master Sample<br />

concept is used <strong>to</strong> unify sampling that is per<strong>for</strong>med by many different entities, such<br />

as state-wide sampling. It requires 1) sampling from <strong>the</strong> same frame, and 2) using<br />

standardized sampling methods. Sampling Frame defines <strong>the</strong> domain from which<br />

samples are drawn (e.g. <strong>the</strong> river network or collection <strong>of</strong> all river networks in <strong>the</strong><br />

state). Multi-density categories are attributes <strong>of</strong> <strong>the</strong> frame that allow <strong>the</strong> sampling<br />

design <strong>to</strong> specify sampling ef<strong>for</strong>t based on <strong>the</strong> attribute (such as stream order).<br />

Stratification allows <strong>the</strong> frame <strong>to</strong> be divided in<strong>to</strong> units <strong>of</strong> interest <strong>for</strong> sampling, and<br />

strata may have differing sampling designs based on needs. Panels allow <strong>the</strong><br />

sampling design <strong>to</strong> incorporate multi-year designs so rotating samples may be used.<br />

Oversample allows <strong>the</strong> sampling design <strong>to</strong> specify “extra” samples that can be used<br />

if needed. These samples are consistent with <strong>the</strong> sampling design.<br />

Sampling activities in <strong>the</strong> Penobscot that require a probability sample include<br />

juvenile salmon surveys (electr<strong>of</strong>ishing or snorkeling), and redd surveys. In addition,<br />

surveys <strong>of</strong> habitat characteristics such as water temperature, water quality, or<br />

habitat features such as large woody debris or stream canopy cover may benefit<br />

from using probability sampling.<br />

We used <strong>the</strong> spsurvey package <strong>for</strong> R, developed by <strong>the</strong> US Environmental<br />

Protection Agency Environmental Moni<strong>to</strong>ring and Assessment Program. This<br />

package allows <strong>the</strong> creation <strong>of</strong> generalized random-tessellation stratified sampling<br />

PRFP Page 190

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