Development of an Ecoregional Floristic Quality Assessment
Method for the Northeastern United States
Don Faber-Langendoen, Don Cameron, Arthur V. Gilman, Kenneth J. Metzler, Richard M. Ring, and Lesley Sneddon
Northeastern Naturalist, Volume 26, Issue 3 (2019): 593–608
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2019 NORTHEASTERN NATURALIST 26(3):593–608
Development of an Ecoregional Floristic Quality Assessment
Method for the Northeastern United States
Don Faber-Langendoen1,*, Don Cameron2, Arthur V. Gilman3,
Kenneth J. Metzler4,5, Richard M. Ring6, and Lesley Sneddon1,7
Abstract - Floristic quality assessments (FQA) are widely used to assess ecological condition,
based on plant species’ coefficients of conservatism, or C values, but these values
are typically assigned at the state level, limiting their regional consistency. We developed
ecoregional C values (eC) using standard expert-based team review, partly informed by preexisting
state C values for the 5 EPA ecoregions that cover New England and part of New
York. We evaluated a total of 3686 taxa, with separate eC values for each ecoregion in which
they occurred. We compared the performance of the C and eC values using the response of
FQA metrics (mean C, cover-weighted mean C) to a disturbance gradient, based on readily
available datasets in Maine and Vermont. The eC values typically performed moderately
better than state values and provide a region-wide tool for assessment methods. All eC values
are available on the Universal FQA website.
Introduction
Floristic quality assessment (FQA) is a robust, botanically based method for
assessing the quality of species composition of ecological community occurrences
and natural areas (Swink and Wilhelm 1979, Taft et al. 1997). Integral to the method
is the assignment of a coefficient of conservatism, or C value, to each plant species
in a state or region, based on its tolerance to habitat degradation and dependence
on pristine natural habitats and processes (Swink and Wilhelm 1994). The C values
span from 0 to 10: the most highly conservative native species (C values >7) are
typically found under historic, natural, and restricted ecological conditions and
are sensitive to anthropogenic disturbances; whereas, the least conservative native
species (C values = 1–3) are adapted to or tolerant of a wide range of anthropogenic
disturbances; nonnative species are assigned a value of 0. Integrating the C values
of all species at a site into 1 or more FQA metrics can provide a valuable indicator
of the condition at a site (DeBerry et al. 2015, Miller and Wardrop 2006, Swink and
Wilhelm 1979).
C-value development has often been based on state boundaries, where a comprehensive
flora is often readily available (for a current list of available state FQAs in
the US, see DeBerry et al. 2015, Freyman et al. 2016). In the northeast, compilation
1Conservation Science Division, NatureServe, Arlington VA 22202. 2Maine Natural Areas
Program, 93 SHS, Augusta, ME 04333. 3Gilman and Briggs Environmental, Barre, VT
05641. 4Environmental Education/Science Education Department, Southern Connecticut
State University, New Haven, CT 06515. 5Current address - Willington, CT 06279. 6New
York Natural Heritage Program, Albany, NY 12233.7Current address - Waltham, MA 02451.
*Corresponding author - don_faber-langendoen@natureserve.org.
Manuscript Editor: Douglas DeBerry
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of C values were completed in 2011 for the flora of each of 7 contiguous states
(Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island,
and Vermont) under the leadership of the New England Interstate Water Pollution
Control Commission (NEIWPCC; Bried et al. 2012). Despite the success of the
methods at the state level, Bried et al. (2012) identified several problems with extending
these results to the regional level. First, the differences in C-value ratings
among states suggests that a floristic quality assessment in one state may have a
different meaning from an assessment in another state. Second, the findings imply
that state lists should not be combined into a composite C valu e for the region.
By using state boundaries, the assignment of C values limits our understanding
of how a species responds regionally to stressors. A species may be a generalist in
one part of its range and a specialist in another part. For example, Abies balsamea
(L.) Mill. (Balsam Fir), a widespread species in native forests of northern New
England and northern New York, regenerates well after clearcutting and fires, and
can occasionally be found regenerating on abandoned farmlands and old fields
(D’Orangeville et al. 2008). However, it becomes less common and increasingly
specialized and may be less tolerant of anthropogenic disturbances in forests of
southern New England and southern New York. To address these issues, and to
provide a regional approach to wetland assessments based on FQA metrics that use
these C values, researchers have begun developing C values at an ecoregional level
(e.g., Chamberlain and Ingram 2012, Gianopulos 2015).
In this study, we sought to improve the use of FQA for northeastern ecologists
by addressing the following objectives: (1) develop, and make publicly available,
ecoregional plant lists for the 7 states in the northeast, (2) assign ecoregional C
values (hereafter eC) values for all species in the northeast using the knowledge
already compiled at the state level (Bried et al. 2012), and (3) evaluate the merits
of the eC values for use with FQA metrics for wetland assessment, including metric
response to an anthropogenic disturbance gradient and to reference conditions for
various ecological community types.
Methodology
Study area
EPA Region 1 includes the 6 New England states: Connecticut, Maine, Massachusetts,
New Hampshire, Rhode Island, and Vermont. Some of the 5 EPA level
III ecoregions that cover these states (Regions 58, 59, 82, 83, and 84; Griffith et
al. 2009) also extend into New York (Fig. 1). For that reason, we included the New
York portion of those ecoregions. All 7 states were also part of the initial Northeast
project of Bried et al. (2012). A large part of ecoregion 84 occurs in New Jersey, but
no C values were available for that state when this project started. Other New York
ecoregions extend southward into Pennsylvania and should be evaluated separately
with mid-Atlantic partners (Chamberlain and Ingram 2012).
Regional species list by ecoregion. We compiled a plant species list for the
7 states using the USDA PLANTS database (hereafter PLANTS; USDA-NRCS
2016), as was done previously by Bried et al. (2012). We used county distributions
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available from PLANTS to create the initial list of taxa by Level III ecoregion
(Fig. 1), then supplemented that dataset with county information from individual
state floras. If a species was reported from an ecoregion based solely on a county(s)
that straddled the ecoregion line, we added a question mark to its ecoregion distribution.
We added readily available information from PLANTS on nativity, growth
form, and duration (annual, biennial, perennial). We also consulted available floras,
such as Flora Novae Angliae (Haines 2011), New Flora of Vermont (Gilman 2015),
and a recently revised catalogue of the vascular plants of New York (Werier 2017),
to help assess nativity and distribution.
Assigning ecoregional C-values. We assigned eC values based on the standard
scale of 0 to 10 (Table 1), guided by the definitions of Bried et al. (2012). For all
species that are nonnative to the entire region (New England and New York), we
assigned a value of 0, whereas for a species that was native somewhere in the
ecoregion, we displayed the ecoregion where it is nonnative as 0, where it is native
with a value > 0, and where it is absent, with no score. Although using a value of 0
for all nonnatives is sometimes considered arbitrary (DeBerry et al. 2015), it also
recognizes that these species typically occupy the most disturbed human habitats
Figure 1. Level III ecoregions (Griffith et al. 2009) in EPA Region 1 (6 New England states).
The map shows the full extent of the ecoregions in the US, exce pt for Ecoregion 84, which
extends into New Jersey’s coastal plain. Also shown are the intersections of county borders
with ecoregional boundaries. The large number of counties contained within one ecoregion
made it feasible to use USDA PLANTS distribution to generate a first approximation of an
ecoregional species list. Ecoregion names are: 58 = Northeastern Highlands; 59 = Northeastern
Coastal Zone, 82 = Acadian Plains and Hills, 83 = Eastern Great Lakes Lowlands; and
84 = Atlantic Coastal Pine Barrens. Also shown are several ecoregions found in New York
but not in the 6 New England states (60, 61, 62, and 67)
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(comparable to native species with a rating of 1 or 2), and their long-term ecological
behavior in their new location is still uncertain, but not likely to reflect fidelity to
native habitats. Still, future research may show the benefits of assigning negative
C-values based on their degree of invasiveness (DeBerry et al. 2015). Practically
speaking, we assigned a 0 because the 2011 state FQAs used that approach (Bried
et al. 2012).
We developed an automated process for an initial set of eC values using the
state-based coefficients. First, we compiled all state-based C values from Bried et
al. (2012) into a single database, except that we replaced the 2011 New York FQA
list with the version developed at a 2015 workshop (Ring 2016). We then calculated
an eC value for each species, in each ecoregion in which it was reported, based
on the average of the C values for each state, weighted by the percentage of the
state’s area found in the ecoregion. For example, Balsam Fir occurs in Ecoregion
83, and in the 2 states, New York and Vermont, covered by the ecoregion. In EPA
ecoregion 83, NY contains 90.6% of the ecoregion and VT covers 9.4%. Its state C
value in NY was 6, and its state C value was 3 in VT; thus, the calculated eC value
for ecoregion 83 was (0.906 x 6) + (0.094 x 3) = 5.72, which we rounded to 6 as
the initial value. Finally, we assigned 1 team member to lead the eC review in each
ecoregion. Team leads flagged all species needing further review or consultations,
as well as revised the calculated eC values where they felt appropriate, to produce
a preliminary set of eC values for each ecoregion.
Our goal was to produce an operational list of vascular plant taxa suitable for
an ecoregional FQA methodology, and not to create a definitive catalogue of the
flora of each region. For that reason, we developed the following rules to address
the issue of what to do when 1 state assigned a C value to a subspecies or variety,
but the other state(s) did not. First, when varieties or subspecies within a species
had the same C value, we eliminated the varieties to reduce the taxonomic level
of expertise expected to conduct FQAs. Second, if 1 state completed C values for
varieties or subspecies, but other states did not, we eliminated the variety and used
the lower C value for the species-level C value.
Table 1. Guiding definitions for coefficients of conservatism, or C values, assigned to the vascular
flora of New York and New England (from Bried et al. 2012).
CoC Criteria
0 Non-native species with wide range of ecological tolerances. These are often
opportunistic species of intact undisturbed habitats.
1–2 Native invasive or widespread native species that is not typica l of (or only marginally
typical of) a particular plant community; tolerant of anthropog enic disturbance.
3–5 Native species with an intermediate range of ecological toleran ces and may typify a
stable native community, but may also persist under some anthropogenic disturbance.
6–8 Native species with a narrow range of ecological tolerances and typically associated
with a stable community.
9–10 Native species with a narrow range of ecological tolerances, hi gh fidelity to particular
habitat conditions, and sensitive to anthropogenic disturbance.
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We conducted an eC-value review at a 2.5-d workshop on 18–20 April 2017 at
the Albany Pine Bush center in NY. Our 7-state list initially contained 3697 taxa
found in the 5 ecoregions, of which 1172 (32%) are nonnative; the eC value of these
non-natives was automatically 0 in any ecoregion in which they occurred (Table 1).
For the remaining initial list of 2525 native species, we reviewed all species with an
initial eC value range of 3 or more (552 taxa) between any of the ecoregions. For
example, our spreadsheet showed that preliminary eC values for Balsam Fir had
an ecoregional range of 3, whereas Acer saccharinum L. (Silver Maple) and Acer
saccharum Marsh. (Sugar Maple) both had an ecoregional range of 1. Thus, we
examined the eC values for Balsam Fir at the workshop, but not for Silver Maple or
Sugar Maple. Consistent with other ecoregional methods (e.g., Gianopolus 2015),
we did not attempt to reconcile the ecoregional range in C values that differed by 1
or 2 (together 1373 species), as this would have been too demanding an effort for
the limited amount of additional value it might have added. We conducted expert
review for all 552 species to see if there was an ecoregional basis for the distinction.
For example, if the differences in eC values between ecoregions could be explained
based on differences in species behavior to anthropogenic disturbances (i.e., more
tolerant in one ecoregion, less so in another), then we retained the distinct eC.
Otherwise, we revised the eC values to be more consistent across ecoregions. For
example, expert review supported the different ecoregional scores for Balsam Fir,
as it occurs more commonly in both disturbed areas and undisturbed natural areas
in ecoregion 82 and was more restricted to undisturbed natural areas in ecoregions
59 and 83. We added all expert-based eC values back into the database.
We minimized the use of subspecies and varieties. Applying FQA requires
good botanical knowledge, and the need for this expertise can limit its application
(DeBerry et al. 2015). This challenge increases when subspecies or varieties of a
species have distinct C or eC values. We retained subspecies in our taxa list whenever
they had eC values greater than 2, but we also added a species-based eC value
for all species with differing subspecies or variety of eC values by taking the lower
of the values, except in the case of the native versus a nonnative subspecies or
variety, where we took the average. For example, Viburnum opulus L. (High-bush
Cranberry), which is treated as a single species in PLANTS and in Flora Novae Angliae,
contains a native subspecies (Viburnum opulus ssp. trilobum) and a European
subspecies (Viburnum opulus ssp. opulus). The native subspecies has eC values that
vary from 0 (exotic in ecoregion 84) to 3 (ecoregion 83) to 4 (ecoregions 58, 59,
83), whereas the nonnative subspecies has an eC value of 0 wherever it occurs. We
retained the subspecies, but we also assigned a species level eC value of 0, 1, or 2,
based on the average of the 2 subspecies eC values in those ecoregions.
We uploaded all decisions for eC values, including a few changes to be consistent
with PLANTS, into our ecoregional database and made them available for
public review. In particular, we solicited review from the Technical Advisory Committee
established for this project by the New England Interstate Water Pollution
Control Commission (Faber-Langendoen 2018). Review comments helped clarify
the ecoregional distribution of native and nonnative species, and we added those
changes to the database.
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C-value evaluation. To evaluate the merits of our eC values, we compiled 2 datasets
made available by the Maine Natural Areas Program and the Vermont Natural
Heritage Inventory. Both programs are part of the NatureServe Network and have,
as part of their mission, the documentation of exemplary (reference) or best extant
locations of natural communities across their respective states. Documentation
includes assigning an element occurrence rank (EORANK), which provides an
estimate of the ecological integrity and probability of persistence of the occurrence
based on an assessment of its on-site condition, size, and landscape context, and
which typically reflects changing levels of human disturbance or stress (Faber-
Langendoen et al. 2016, NatureServe 2002). We used state-based assignment of
condition and landscape-context ratings to determine the “condition gradient”. The
gradient varies from A (intact or excellent rating) to D (severely disturbed or poor
rating) (Faber-Langendoen et al. 2016:table 1). Both programs collect vegetation
plot data within an occurrence. Plots are 400 m2 and contain a full vascular plant
species list, with cover estimates, sufficient for calculating C -value metrics.
For the Maine data, some locations were sampled using a meandering species list
with cover values; we included these data because species richness and mean C values
were not significantly different between this method and their plot-data method.
The Maine data included 151 wetlands sites, with the bulk of the data concentrated
in the 2 best-documented types: large floodplain forests (115) and northern swamps
(25) (Schlawin 2018). Maine data collection gave greater emphasis to documenting
the full range of swamp and floodplain conditions, so sites spanned the condition
(ecological integrity) gradient from excellent (A grade) to fair (C grade). In addition,
Maine researchers used a scoring technique that provided a continuous scoring
of condition from excellent (4.0) to poor (1.0).
Vermont data included 398 plots varying in ecological condition from excellent
(A) to fair (C) across 4 wetland types: hardwood swamps (114), softwood swamps
(118), open alkaline peatlands (47), and open acidic peatlands (119). Vermont data
emphasized the most exemplary sites (i.e., only 23 sites had a fair rating); thus, we
used their data to focus on comparing A and B reference conditions.
We standardized data from both states to PLANTS taxonomy. We used plot coordinates
to determine the ecoregion in which each plot occurred, and used eC values
for that ecoregion to calculate both mean C and cover-weighted mean C (C-W mean
C) metrics, 2 widely used metrics for wetland condition assessments (DeBerry et
al. 2015). Most of Vermont (~90%) is covered by ecoregion 58, with small areas of
ecoregion 83 (9%), and 59 (~1%). Maine is covered almost equally by Ecoregions 82
(~55%) and 58 (~42%), with a small sliver of ecoregion 59 (~3%). Maine researchers
calculated the FQA metrics using both the old state C values and the new eC values in
their database, and then exported the metric scores to the NatureServe team. Vermont
data were imported into NatureServe’s EcoObs database (Faber-Langendoen et al.
2016), where we calculated FQA metric scores. Vermont data are also being exported
to VegBank (vegbank.org), where they will be made publicly available.
We statistically tested whether the responses of the FQA metrics to a condition
gradient were improved when based on the eC values as compared to the original
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state C values. Our data sets were all within a state, so our validation test was
rather stringent—that is, we tested whether, within a state that has 2 or 3 ecoregions,
metrics based on eC values improved our assessment of condition over the
state C values. We first conducted regression analyses to evaluate the performance
of FQA metrics based on eC values to those based on state C values (Maine data).
We assessed the performance of the 2 regressions using several standard statistical
measures: (a) higher r2 value in a regression of FQA metrics in relation to a condition
gradient; (b) a lower Akaike information criterion (AIC) score, which provides
an estimator of the relative quality of the 2 regression models, with lower values
indicating a better fit; and (c) a relative likelihood statistic that compares the likelihood
that the eC values model is better than the state C values model, with higher
values indicating a better model. We conducted a second, categorical comparison
of FQA metric scores in relation to A, B, and C condition ratings (Maine and Vermont
data). We used 1-way ANOVA, followed by a Tukey HSD post hoc test to test
mean scores among condition ratings. We assessed performance of the FQA metric
scores for state C-values versus eC values using the spread of means between A
and C ratings (greater spread indicates better separation between excellent and fair
condition ratings) and the root mean square error (RMSE) (smaller values mean
less unexplained variance and a better fit). We conducted all analyses in R version
3.4.2 for statistical analyses (R Development Team 2017).
Results
Regional FQA species list
Our final list of species for the 5 ecoregions combined contained 3411 native and
nonnative species, of which 1068 (31.0%) were nonnative and 2343 were native.
For the native species, we retained 137 subspecies or varieties that had distinct C
values; subspecies or varieties were excluded when only 1 of the subspecies occurred
in our region. We also retained 30 native hybrids that had distinct eC values,
for a total of 2510 taxa. For the nonnative species, we also retained 15 subspecies or
varieties (to track species that had both native and exotic subspecies or varieties),
12 hybrids, and 81 genera whose species were all exotic (a field biologist would
only need to know the genus to confidently assign a C value of 0), for a total of
1176 taxa. Thus, our operational final list included 3686 taxa with 1176 exotic taxa
(Table 2).
Ecoregional distribution and C value
Distribution. We initially generated a list of taxa by ecoregion, which we then
revised through team-based expert review. Our species-level counts by ecoregion
were: ecoregion 58: 3059 species, of which 919 are exotic; ecoregion 59: 2809
species, 989 exotic; ecoregion 82: 2302 species, 1076 exotic; ecoregion 83: 3072
species, 1066 exotic; and ecoregion 84: 2019 species, 481 exotic. The count for
ecoregion 84 is low because less than half of the ecoregion was included in our
study area.
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Ecoregional C value. Prior to the workshop, we generated an initial list of
552 native taxa (21.8% of all native taxa) with differences in scores of 3 or more
between ecoregions. Based on workshop review, we reduced this number to 143
native taxa (5.7% of all native taxa) with ecoregional ranges of 3 or more (Table 2).
Furthermore, prior to the workshop, 109 species had ecoregional ranges of 5 or
more, whereas after the workshop only 9 did; we report these 9 species in Table 3.
All final eC values are provided in Supplemental File 1 (available online at http://
www.eaglehill.us/SENAonline/suppl-files/26-3-N1693-Faber-Langendoen-s1, and
for BioOne subscribers, at https://dx.doi.org/10.1656/N1693.s1) and have been
posted, by ecoregion, on the universalFQA.org website.
Table 3. The taxa with the largest ecoregional range in C-values (≥5). Nine species are shown, in alphabetical
order. See Figure 1 for ecoregion map. The accepted symbol is taken from USDA NRCS (2016).
eC Value by ecoregion
Symbol Species 58 59 82 83 84 Range
CHBE4 Chenopodium berlandieri Moq. (Pitseed Goosefoot) 5 5 2 8 8 6
CUCE Cuscuta cephalanthi Engelm. (Buttonbush Dodder) 6 5 10 6 5
LEMO8 Leymus mollis (Trin.) Pilg. (American Dunegrass) 5 8 6 10 5
POBU2 Polygonum buxiforme Small (Box Knotweed) 4 5 7 1 5 6
POER2 Polygonum erectum S.F. Blake (Leathery Knotweed) 4 5 2 8 6 6
PORA3 Polygonum ramosissimum Michx. (Bushy Knotweed) 4 6 5 1 3 5
PSMI6 Pseudognaphalium micradenium (Weatherby) Nesom 10 5 10 10 5
(Small Rabbit-tobacco)
SALY2 Salvia lyrata L. (Lyreleaf Sage) 10 3 10 7
THOC2 Thuja occidentalis L. (Northern White Cedar) 5 8 3 5 7 5
Table 2. Spread of eC value ranges across all native taxa. Ecoregional range represents the maximum
difference in eC values across the 5 ecoregions. The 2510 native taxa include 2343 species, 137
subspecies and varieties, and 30 hybrids. There are 1176 nonnative taxa, including 1068 species, 15
subspecies or varieties, 12 hybrids, and 81 genera. See text fo r details.
Total taxa
Ecoregional range of C values Pre Workshop Post Workshop
0 836 986
1 688 805
2 466 576
3 298 112
4 145 22
5 54 5
6 33 3
7 18 1
8 4 0
Total native taxa 2542 2510
Total nonnative taxa 1172 1176
Total taxa 3714 3686
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Ecoregional C-value validation
Evaluation of ecoregional C-value metrics in response to condition gradient.
In Maine, the C-W mean C metric showed a positive correlation to a condition
gradient using both old state and new eC values, affirming the overall usefulness
of this FQA metric in tracking wetland condition (Fig. 2a). The relationship was
much stronger for swamps than for floodplain forests (Fig. 2b, c), indicating that
floodplain forests tended to have more generalist species in reference sites. In
addition, for all types evaluated collectively and for large-river floodplains, the
metrics based on the new eC values typically showed a better fit to the data model,
based on the AIC statistic, as compared to the metrics based on state C-values
(Table 4). There was a slight, but not significant, improvement in the responsiveness
of eC values to the gradient, as shown in the slightly steeper slope of the
relationship, especially for the “all wetland types” regression (Fig. 2a). A steeper
slope is an improvement because it means that there is a stronger metric response
to the condition gradient. The eC value metric scores also tended to be higher than
the state C-value metric scores.
A categorical view of the FQA metrics response to the condition gradient was
also informative for both Maine and Vermont data. The C-W mean C scores were
significantly different between either A versus B and C, or A and B versus C for both
eC and state C-values (Figs. 3a, b). However, for Maine data, the mean C metric
(which does not include abundance of species, only their presence/absence) showed
improved ability to discriminate between for A, B, and C conditions, as compared
to C-W mean C (Fig. 3c). The 2 sets of C-values produced comparable results, depending
on the metric and state data being used. Thus for Maine, using C-W mean
C (Fig. 3a), eC performed better, based on a greater spread of mean values (eC =
1.219 vs. state = C 1.051) and less unexplained variance (RMSE eC 0.828 vs state
C 0.910), whereas using mean C (Fig. 3c), eC performed better based on a greater
spread of means (eC = 1.158 vs. state C = 0.906) but had more unexplained variance
(RMSE eC = 0.569 vs state C = 0.510). For Vermont, using C-W mean C (Fig. 3b),
Table 4. Response of the cover-weighted mean C and mean C metrics to a condition gradient when
based on state C values or eC values (see also Fig. 2). For AIC (Akaike information criterion), lower
values indicate a better fit of the regression model. For the relative likelihood statistic, higher values
indicate a better model. An asterisk(*) denotes P < 0.001. All data are from Maine.
r2 AIC Relative likelihood
State C eC State C eC State C eC
All wetlands
Mean C 0.28* 0.31* 264.4 236.3 less than 0.001 0.99
C-W mean C 0.19* 0.26* 411.4 379.2 less than 0.001 0.99
Large floodplain
Mean C 0.12* 0.19* 169.8 159.3 less than 0.01 0.99
C-W mean C 0.11* 0.17* 315.2 287.4 less than 0.001 0.99
Northern swamp
Mean C 0.60* 0.55* 29.3 37.8 0.99 0.01
C-W mean C 0.52* 0.49* 46.8 50.8 0.88 0.12
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Figure 2. Maine data. Linear regression,
showing response of the coverweighted
mean C metric to a condition
gradient, based on the ecological
integrity assessment (EIA) score for
condition (1.0 = poor condition–4.0
= excellent condition). (a) all wetland
types, (b) large floodplain forest, and
(c) northern swamp.
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Figure 3. Maine and Vermont
data, comparing categorical
response of FQA metric scores
to condition ratings across all
types. (a) C-W mean C for
Maine,( b) C-W mean C for
Vermont, and (c) mean C for
Maine. Box plots summarize
the FQA metric scores; the
heavy line crossing the box is
the median, the bottom and top
of the box are the lower and upper
quartiles, and the whiskers
are the minimum and maximum
values. Clusters with the
same letter code are not significantly
different (Tukey HSF:
P < 0.05).
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performance varied; eC performed less well based on a smaller spread of means
(eC = 0.765 vs state C = 1.015), but it performed better based on less unexplained
variance (RMSE eC = 0.990 vs state C = 1.136). The results appear to be affected
by sample size because there were comparatively fewer Maine data points for Aranked
sites and comparatively fewer Vermont data points for C-ranked sites.
Discussion
Ecoregional C values
Completion of the eC values for the Northeast furthers the objective of having
an FQA methodology that can be applied regionally. We have posted our list
of species and their eC values by ecoregion on the universal FQA website (www.
universalFQA.org), making them publicly accessible for users across the region
(see also Supplemental File 1, available online at http://www.eaglehill.us/SENAonline/
suppl-files/26-3-N1693-Faber-Langendoen-s1, and for BioOne subscribers,
at https://dx.doi.org/10.1656/N1693.s1). We also upgraded NatureServe’s EcoObs
database to serve as a regional database tool, one that readily provides FQA calculations.
The database already includes the capability to manage species (including
synonymy between different floristic standards, such as PLANTS and Flora Novae
Angliae) and their FQA values. Thus, it provides a suitable data management tool
for FQA data for the Northeast.
There are challenges to implementing eC values. The first hurdle is in creating
an ecoregional species list because plant distribution data are not comprehensively
available at the county level. Further, after the list is established, it can be challenging
to maintain because plant taxonomic updates and new distribution data
will need to be tracked. Still, our current ecoregional lists, with their emphasis on
species-level taxonomy, appear to be comprehensive enough to meet most FQA
needs. Some researchers have adapted the method to make it even less taxonomically
demanding, by relying only on dominant species or on readily recognizable
species (Bourdaghs 2012).
The number of native ecoregional variants with a range of 3 or more is
relatively low as a percentage of the regional (or state) flora (5.7%). A future
consideration in developing ecoregional species lists would be to coordinate
them with state-based species lists, where a state C-value is amended to include
ecoregional variants, where needed. Users could then choose either a statewide C
value or an eC value.
Our eC values for New York did not include Ecoregion 60 (High Allegheny Plateau)
and our assessment of Ecoregion 84 (Coastal Plain) did not include the New
Jersey portion. A completed state FQA list was recently completed for New Jersey
(Kathleen Walz, New Jersey Department of Environemental Protection, Trenton,
NJ, 2017 pers. comm.). By completing the New York ecoregions and integrating
New Jersey FQA results into a Northeast and Mid-Atlantic ecoregional product,
EPA and wetland assessment partners would have access to a comprehensive set
of ecoregional scores from Maine to the Carolinas (Chamberlain and Ingram 2012,
Gianopolous 2015).
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Evaluation of C-values and FQA metrics in response to condition gradient
The mean C and C-W mean C metrics based on either state or ecoregional eC
values showed a positive response to a wetland disturbance gradient, validating
these metrics as valuable tools for assessing wetland condition (Fig. 2). This finding
is consistent with many other studies that have used these metrics to assess wetland
condition (e.g., Miller and Wardrop 2006). When based on eC values, these metrics
often showed a minor to moderate improvement in tracking changes in condition,
suggesting eC values better reflect changes in a species behavior across its range,
even within a state. Further investigation is needed to determine why mean C performed
better than the C-W mean C metric in distinguishing between A, B, and C
condition ranks (Fig. 3).
Although the response of FQA metrics to the condition gradient were not substantial,
they may also reflect the degree to which many northeastern states are
relatively small and ecologically homogeneous, such that ecological behavior did
not differ strongly within any given state. They may also reflect our improved
knowledge of species behavior across the region now that many years have passed
since the release of the initial state-based C values. This improved knowledge may
also account for why eC values tended to be higher, on average, than state C values
in Figures 2 and 3; i.e., we are more confident that certain species reflect minimally
disturbed conditions.
There have been few statistical comparisons of eC or state C values, including
when revisions are made to those values (Ring 2016, Swink and Wilhelm 1994). We
provide only a few limited tests here. There is a need to encourage development of
a priori datasets and statistical tests to guide proposals for making such revisions,
including datasets that span a diverse set of ecosystems across the region and the
full disturbance gradient. But evaluation and interpretations of revisions will be
challenging, given that thousands of species are being re-evalu ated.
Regional FQA metrics and assessments of ecological condition
Multiple studies have demonstrated the effectiveness of various FQA metrics
in helping inform our understanding of ecological condition, particularly for wetlands
(Bourdaghs et al. 2006, Bried et al. 2013, DeBerry et al. 2015, Matthews
2003, USEPA 2002, Wardrop et al. 2007), though validation is an ongoing process
(DeBerry et al. 2015, Matthews et al. 2015). The US Environmental Protection
Agency (USEPA) recognized the merits of the approach and has encouraged state
and regional development of the method for state wetland assessments (Medley
and Scozzafava 2009, USEPA 2002). FQA is also used in combination with other
wetland assessment metrics, such as the multi-metric approach of NatureServe’s
Ecological Integrity Assessment method (Faber-Langendoen et al. 2016, 2019), and
EPA’s Vegetation Multi-Metric Index (VMMI) for the National Wetland Condition
Assessment (Serenbetz 2016). Our completion of this product provides the possibility
of providing consistent FQA metric scores for scoring ecological condition
of wetland reference datasets that span multiple states. These datasets can serve as
benchmark sites for diverse projects, including restoration and mitigation evaluations
and statewide wetland assessments (Brooks et al. 2016).
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2019 Vol. 26, No. 3
It is now widely recommended that the interpretation of ecological condition
using FQA metrics (such as mean C or C-W mean C) be assessed within relatively
similar ecological community types (Bourdaghs 2012, Ervin et al. 2006, Johnston
et al. 2009) because types differ in the degree to which generalist native species are
part of the characteristic species combination. For example, because floodplain forests
and salt marshes regularly experience flooding, they tend to have more generalist
species even under natural disturbance regimes, and thus, high-quality examples
of floodplain forests have lower mean C-values than bogs and fens (Bourdaghs
2012). Groupings of similar types can be done using standardized regional or
national classifications, such as the US National Vegetation Classification (usnvc.
org). With the availability of eC values, the use of FQA metrics can be reliably
extended across the multiple geographic regions in which the community types are
found. The combination of ecoregional C values and regionally or nationally based
classifications provides users with strong tools for assessing and monitoring the
ecological condition of ecosystems at multiple geographic scales.
Acknowledgments
We are grateful for financial assistance from the New England Interstate Water Pollution
Control Commission, through EPA project funds (EPA CODE: RFA17017), and for
the leadership and project support provided by Kimberly Roth, NEIWPCC Environmental
Analyst. She facilitated the process of setting up the Technical Advisory Committee
(TAC), hosting calls, and providing opportunities for us to present our results at various
meetings, particularly for the New England Biological Assessment of Wetlands Work
Group (NEBAWWG). The TAC provided helpful guidance throughout the duration of the
project. We especially appreciated Charlie Hohn’s review of the ecoregional C values and
Sandy Crystall’s editorial review. Developing the overall methodology and data management
for the Northeast Floristic Quality Assessment (FQA) tools has been a team effort.
We especially thank Kristin Snow and Mary Harkness for their assistance with compiling
coefficients of conservatism (C values), and for improving the EcoObs database to manage
all FQA information. Michael Lee also assisted with EcoObs database re visions. We thank
Everett Marshall and Eric Sorenson of the Vermont Natural Heritage Program and Justin
Schlawin and Kristen Puryear of the Maine Natural Heritage Program for sharing their plot
data for use in the validation process. Patrick McIntyre, NatureServe ecologist, stepped in
to help complete the statistical analyses. Finally, Will Freyman was receptive to the idea of
improving the Universal FQA Calculator website (universalfqa.org), and provided his own
insights and guidance on how we might make the improvements. We thank Michele Bottiaux,
at NatureServe, for all the enhancements to the Universal FQA Calculator website.
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