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Study Design: Planning New Projects for
Different Types of Monitoring
Meiyin Wu, PhD
Director, Passaic River Institute
Professor, Department of Biology
Passaic River Institute pri@mail.montclair.edu 973-655-5423
What Should We Study?
•  What are other associations doing?
•  That is cool!
•  What does EPA/NJDEP recommend?
•  Do we have enough volunteers to do it?
•  Can we afford it?
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Goal Driven Study
•  Identify study questions/problems
•  What do you wish to know?
•  What do you want to protect?
•  Determine study goals/objectives
•  What data do you need to answer your questions?
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Data Driven Study Design
In order to answer the question,
•  What should samples be analyzed for?
•  When should samples be collected?
•  Where should samples be collected from?
•  How many samples should be collected?
•  What depth should samples be collected at?
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Data Driven Study Design
•  Who will conduct the analysis?
•  How should samples be collected?
•  How should samples be preserved?
•  What are your data quality objectives?
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Data Driven Study Design
•  How to pay for it?
•  Do you have a specific problem to clearly
communicate with stakeholders?
•  How can cost savings be incorporated
into the sampling approach?
Passaic River Institute pri@mail.montclair.edu 973-655-5423
All Data for One Goal
•  Understand the status and trend of your
ecosystem
•  Determine whether or not restoration/
management will be needed
•  Generate enough data to make data-driven
management decisions
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Study Site Selection
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Sampling locations:
–  Grid
–  Transact
–  Random
–  Area of concern
–  Historical importance
Study Site Selection
Site specific considerations:
–  Adjacent to the point of discharge
–  Topographically down gradient
–  Sediment depositional area
–  Locations of outlets/tributaries
–  Under tidal influence?
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Study Site Selection
Consider target pollution migration pathways
–  Groundwater transport (sand, clay, silt)
–  Stormwater runoffs (topography, particle size)
–  Man-made structures (ditches, dikes, canals)
–  Food chain transfer
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Study Site Selection
•  Understand characteristics of your target pollution
–  Volatile?
–  Sediment binding?
–  Water soluble?
–  Bioaccumulate?
–  Biomagnify?
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Study Design & QAPP
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Align work plan and sampling/analysis plan
with quality assurance project plan (QAPP).
If use a lab,
•  Understand the lab’s QC processes
•  Make sure the lab understand your QC goals
•  Expect differences in laboratory practices and
accuracy. Clearly document the changes
while switching labs.
Study Design & QAPP
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Specify:
–  Equipment to be used
–  Equipment calibration
–  Field duplicates
–  Number of blanks, QC samples, replicates, check
standards, detection limits, and reference materials.
–  Sample management (field and lab chain of custody,
sample shelf life and preservation, etc.)
–  Data acceptance criteria (>90% completeness)
–  Data QC and management
Data Analysis
•  Sample along gradients
–  Topographic gradient (i.e. along a river)
–  Gradient of anthropogenic influence
–  Bedrock/sediment grain size gradient
•  What to compare with?
–  Control sites
–  Reference locations
–  True natural background
–  Use your professional judgment
Passaic River Institute pri@mail.montclair.edu 973-655-5423
What happen when something goes wrong?
•  Prepare for the worst
•  Have a contingency plan
•  Collect additional samples
•  Reconnaissance to make sure sampling plan will work
•  Identify access points
•  Identify potential health and safety hazards
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Passaic River Institute pri@mail.montclair.edu 973-655-5423
What happen when something goes wrong?
•  Perform a dry run
•  Do field verification within short time frame of actual
sampling
–  Climate/weather (rain and drought)
–  Access location during/after a flood
–  Tidal cycles
–  Wind patterns
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Data Driven Management Decision
•  Use all available data
•  Desktop vs. laboratory vs. field
•  Statistical consideration
–  Hypothesis testing
–  Sample size
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Data Driven Management Decision
•  How well did the sample represent the conditions?
•  Clearly document and use field notes in the evaluation
•  Consider strengths and weaknesses of various pieces of
information
•  Include both qualitative and quantitative aspects
•  Make a decision among competing alternatives
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Restore or Not?
•  Cost Benefit Analysis
•  Does the pollution affect the health of the aquatic
community?
–  Example: Is there a difference in benthic community compared to
upstream locations?
–  Example: Is toxicity observed in biota?
Passaic River Institute pri@mail.montclair.edu 973-655-5423
You are not alone!
•  Agencies are available to provide guidance
•  Equipment loan programs
•  Universities can serve as resources
Passaic River Institute pri@mail.montclair.edu 973-655-5423
Meiyin Wu
Director, Passaic River Institute
Montclair State University
wum@mail.montclair.edu
973-655-7117

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Project Study Design

  • 1. Study Design: Planning New Projects for Different Types of Monitoring Meiyin Wu, PhD Director, Passaic River Institute Professor, Department of Biology Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 2. What Should We Study? •  What are other associations doing? •  That is cool! •  What does EPA/NJDEP recommend? •  Do we have enough volunteers to do it? •  Can we afford it? Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 3. Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 4. Goal Driven Study •  Identify study questions/problems •  What do you wish to know? •  What do you want to protect? •  Determine study goals/objectives •  What data do you need to answer your questions? Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 5. Data Driven Study Design In order to answer the question, •  What should samples be analyzed for? •  When should samples be collected? •  Where should samples be collected from? •  How many samples should be collected? •  What depth should samples be collected at? Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 6. Data Driven Study Design •  Who will conduct the analysis? •  How should samples be collected? •  How should samples be preserved? •  What are your data quality objectives? Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 7. Data Driven Study Design •  How to pay for it? •  Do you have a specific problem to clearly communicate with stakeholders? •  How can cost savings be incorporated into the sampling approach? Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 8. All Data for One Goal •  Understand the status and trend of your ecosystem •  Determine whether or not restoration/ management will be needed •  Generate enough data to make data-driven management decisions Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 9. Study Site Selection Passaic River Institute pri@mail.montclair.edu 973-655-5423 Sampling locations: –  Grid –  Transact –  Random –  Area of concern –  Historical importance
  • 10. Study Site Selection Site specific considerations: –  Adjacent to the point of discharge –  Topographically down gradient –  Sediment depositional area –  Locations of outlets/tributaries –  Under tidal influence? Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 11. Study Site Selection Consider target pollution migration pathways –  Groundwater transport (sand, clay, silt) –  Stormwater runoffs (topography, particle size) –  Man-made structures (ditches, dikes, canals) –  Food chain transfer Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 12. Study Site Selection •  Understand characteristics of your target pollution –  Volatile? –  Sediment binding? –  Water soluble? –  Bioaccumulate? –  Biomagnify? Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 13. Study Design & QAPP Passaic River Institute pri@mail.montclair.edu 973-655-5423 Align work plan and sampling/analysis plan with quality assurance project plan (QAPP). If use a lab, •  Understand the lab’s QC processes •  Make sure the lab understand your QC goals •  Expect differences in laboratory practices and accuracy. Clearly document the changes while switching labs.
  • 14. Study Design & QAPP Passaic River Institute pri@mail.montclair.edu 973-655-5423 Specify: –  Equipment to be used –  Equipment calibration –  Field duplicates –  Number of blanks, QC samples, replicates, check standards, detection limits, and reference materials. –  Sample management (field and lab chain of custody, sample shelf life and preservation, etc.) –  Data acceptance criteria (>90% completeness) –  Data QC and management
  • 15. Data Analysis •  Sample along gradients –  Topographic gradient (i.e. along a river) –  Gradient of anthropogenic influence –  Bedrock/sediment grain size gradient •  What to compare with? –  Control sites –  Reference locations –  True natural background –  Use your professional judgment Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 16. What happen when something goes wrong? •  Prepare for the worst •  Have a contingency plan •  Collect additional samples •  Reconnaissance to make sure sampling plan will work •  Identify access points •  Identify potential health and safety hazards Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 17. Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 18. Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 19. What happen when something goes wrong? •  Perform a dry run •  Do field verification within short time frame of actual sampling –  Climate/weather (rain and drought) –  Access location during/after a flood –  Tidal cycles –  Wind patterns Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 20. Data Driven Management Decision •  Use all available data •  Desktop vs. laboratory vs. field •  Statistical consideration –  Hypothesis testing –  Sample size Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 21. Data Driven Management Decision •  How well did the sample represent the conditions? •  Clearly document and use field notes in the evaluation •  Consider strengths and weaknesses of various pieces of information •  Include both qualitative and quantitative aspects •  Make a decision among competing alternatives Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 22. Restore or Not? •  Cost Benefit Analysis •  Does the pollution affect the health of the aquatic community? –  Example: Is there a difference in benthic community compared to upstream locations? –  Example: Is toxicity observed in biota? Passaic River Institute pri@mail.montclair.edu 973-655-5423
  • 23. You are not alone! •  Agencies are available to provide guidance •  Equipment loan programs •  Universities can serve as resources Passaic River Institute pri@mail.montclair.edu 973-655-5423 Meiyin Wu Director, Passaic River Institute Montclair State University wum@mail.montclair.edu 973-655-7117