PROTOCOLS FOR RARE PLANT SURVEYS
(Red- and Blue-listed Species)
Deltoid Balsamroot (Balsamorhiza deltoidea), photo by Roman Stone.
Jenifer Penny and Rose Klinkenberg
(British Columbia Conservation Data Centre and E-Flora BC)
The BC Species and Ecosystem Explorer shows that British Columbia is home to 3190 native vascular plant taxa. It also lists 890 species of mosses found in BC and 580 species of macrolichens (microlichens are not yet covered). Current status assessments/listings are provided for these species.
Surveying for rare species in these species groups requires a specialized knowledge-base. In recognition of the need for appropriate methods and expertise in rare plant survey work, we have prepared the following guidelines and general information on rare plant work.
WHICH SPECIES ARE RARE IN BC?
A first step in rare plant surveys is to know which species are rare in the BC flora, and which are present in our region. In British Columbia, there are two ways to obtain a list of the rare plant species of the province:
- go to the British Columbia Conservation Data (BCCDC) BC Species and Ecosystems Explorer, the provincial government web site, and launch the Explorer. In the Conservation Status section of their search page, select for Red and Blue-listed species in the check boxes and then click on "Search Now". This will generate a summary list for all red- and blue-listed species in the province with links to information pages. The BCCDC is the key source of species status information in the province, and is the source to check. Status information is updated by the BCCDC regularly.
- go to the E-Flora BC home page, and click on the Advanced Search Page button. That opens the full search page. Click on the Red- and Blue-listed species check boxes and hit "enter". This will pull up a complete list of our atlas pages for all red- and blue-listed species. You can scroll through these and look at atlas pages of interest. Check the distribution maps to determine region of occurrence, and check the ecology sections on the atlas pages to determine if the habitat is correct. Note that our listings are updated every few months, and we recommend using the BCCDC web site for current status information.
Hermann's Dwarf Rush (Juncus hemiendytus), photo by Adolf Ceska
WHO SHOULD SURVEY FOR RARE PLANTS?
Anyone can develop the skills to become a field botanist by building their knowledge base of regional species and by developing familiarity with the proper tools and methods for identifying plant species. And anyone can become a rare plant surveyor by further honing their identification skills and building their knowledge base. But both of these areas--field botany and rare plant survey work--require special sets of knowledge that include strong familiarity with plant ecology and plant taxonomy. An expert field botanist and rare plant surveyor needs to know what a species needs to grow, and thus where it might be found, and they need to know the plant communities in which it occurs.
To help guide managers in hiring the appropriate expertise for rare plant survey work, several jurisdictions have compiled guidelines for rare plant survey work.
The Washington Department of Natural Resources (WDNR) has identified the following three points as the most important factors in rare plant survey work:
- The taxonomic ability of the surveyors
- Surveying at the appropriate time of year
- Full documentation of methods for determination
The WDNR and the Alberta Native Plant Council (ANPC) have compiled guidelines for the qualifications of rare plant surveyors. These include:
- Academic background in plant taxonomy (a bachelor’s degree or higher in botany) or equivalent experience; [Editor's note: it is important to note that there are many expert field botanists who have no formal training, but know the methods of floristic and rare plant survey very well.]
- The taxonomic experience to identify, through personal knowledge or the use of technical floras, most or all of the plant species they encounter in the field, and an understanding of how to contact taxonomic experts for the species they can’t identify, or that require verification by an expert;
- A knowledge of the potential rare plant species in the survey area;
- a knowledge of plant ecology;
- The ability to use maps, GPS and other tools to adequately map rare plant populations.
See the following links for additional details on qualifications:
Protocols for Surveying and Evaluating Impacts to Special Status Native Plant Populations and Natural Communities
Oregon Ash (Fraxinus latifolia), photo by Tricia deMacedo
TOOLS FOR IDENTIFYING RARE SPECIES
Recognizing or identifying rare species in an area requires working with technical manuals--or regional floras. These manuals cover all species in the regional flora and provide taxonomic keys that aid in identification and separation of similar species using key taxonomic characters. The following manuals and sources provide technical level identification aids for BC species.
While common field guides can be useful in getting into the ball park in species identification, serious botanical work is carried out using regional floras. Regional floras outline all possible species that can be found in a region and generally provide identification keys and illustrations.
In BC, the regional flora for vascular plants is The Illustrated Flora of British Columbia, an 8-volume series that covers all vascular species in the province up to 2002. Much of this flora is available online on E-Flora BC. Keys continue to be added.
The Flora of the Pacific Northwest is also an important reference manual.
For species discovered or added to the flora since the publication of the Illustrated Flora, check the E-Flora BC listings and atlas pages, and the BC Species and Ecosystem Explorer. In E-Flora, species added to the flora since 2002 are shown in our search pages with yellow buttons which indicates that they do not yet have full descriptions available. However, these descriptions are often available in other publications and floras from other regions, and links are provided.
For non-vascular plants, resources include
- the Bryophyte Flora of North America, a work-in-progress that provides accurate species listings for bryophytes of North America. The BC Species and Ecosystem Explorer provides an up-to-date, though not complete, listing of moss species in British Columbia, and this list is reflected in E-Flora BC. Atlas page in E-Flora are provided only for common moss species and 17 liverwort species.
- for lichens, both the BC Species and Ecosystem Explorer and E-Flora BC work with a listing of (macro)lichens provided by Curtis Bjork. Status information on these groups is provided by the Species Explorer, although rankings are still a work-in-progress. Atlas pages are provided for many lichen species on E-Flora, based on information taken from the Lichens of BC: two volumes on lichens prepared in 1994 and 1999. An up-to-date manual on the lichens of western North America is currently in preparation, and will eventually provide accurate species descriptions and key characters for all of our lichen species.
- for marine algae (seaweeds), a manual of species listings is provided in
the Synopsis of the Benthic Marine Algae of British Columbia, Southeast Alaska, Washington and Oregon, published by the Department of Botany, UBC. E-Flora presents a (relatively current) subset of those listings for British Columbia provided by Sandra Lindstrom and Michael Hawkes. North Pacific Seaweeds (by O'Clair and Lindstrom) provides descriptions for common seaweed species and these are brought online on E-Flora BC
- for freshwater algae, a list for BC by Janet Taylor is in preparation.
Short-rayed aster (Symphyotrichum frondosum), photo by Brian Klinkenberg
THE ROLE OF THE HERBARIUM IN RARE PLANT WORK
Rare plant work means spending a lot of time in a herbarium, both prior to field work and after field work when voucher specimen identification and verification is needed. Collections are used to become familiar with all species in a group, and to check identifications. It is through comparison with other collections of the species, and other collections of similar species, that a solid identification is made. All valid botanical work is specimen-based. Rare plant surveys should build in time for specimen collection and processing in order to ensure accuracy of records.
The expertise needed to identify or verify the identity of a rare plant species will vary from group to group and you may require additional expertise to confirm a record. To determine who the appropriate expert is for a given plant group, check the published literature and the local floras to see who has either studied the group taxonomically, or who has worked intensively with the group during survey work. Often, herbarium staff will assist with identification or verification, usually for a fee that goes towards herbarium costs. Presently, the UBC Herbarium, for example, provides assistance with plant identification, and they can also provide direction on where to obtain needed expertise for difficult groups.
A UBC Herbarium specimen of Salal. A voucher specimen should show as many parts as
possible, from flowers and fruits to leaves, stems, and when needed, roots.
View a close up of a plant collection
In British Columbia, the province of BC has outlined key requirements for species identification and confirmation, and the scientific importance of voucher specimens (Province of BC 1996), as follows:
"Because the accuracy of identifications may
require re-examination of specimens, and because species names are not static
and may be revised as new species are discovered or existing ones are split
or lumped, it is imperative that voucher specimens be prepared when species
inventories are being compiled. Voucher specimens are a series of specimens
of each species [observed] during a study. Each series is labeled as vouchers
and deposited in, preferably, a recognized biosystematic collection for future
"The importance of voucher specimens is evident in the following hypothetical example. If your species A is later determined to consist of three species, A, B, and C, a series of specimens from your study must be examined to determine which of these species were actually represented in your study. In addition, if the newly named species B is discovered to be among your voucher specimens, but it is no longer found in the area you surveyed, you may reasonably conclude that it has been extirpated. Without the voucher specimens this important change in species status might be overlooked."
COLLECTON GUIDELINES FOR RARE SPECIES
All field botanists eventually come up against the dilemma of when to collect vouchers for rare plant species. Although there is no single rule to guide this, many botanists follow a general rule of thumb (read the Botanical Electronic News article on this rule of thumb).
Vouchers are very critical in rare plant work, but rare plant populations can often be very small, making voucher collections questionable. The surveyor has to weigh the pros and cons of taking specimens in these cases.
Full vouchers (entire plants) should only be taken if the population is large enough to withstand the loss of an individual, or if the rare species is locally abundant. Use the general rule of thumb. However, this number must be assessed on a species by species basis, and there really is no substitute for a specimen to verify species identification.
Clonal plants and tufted plants can usually withstand collection of part of a plant or entire stems.
Although some rare species are reported to be sensitive to the genetic loss of even one individual, and this loss can precipitate population declines, most species can usually withstand collection of a partial specimen.
If you are uncertain about the impact of taking a full collection, then vouchers should consist of only a partial specimen, such as a flowering branch, and should include associated photo documentation. All collections of even partial specimens should consider the impact on recruitment of loss of flowers and seeds. There is growing evidence that small losses of recruitment in some rare plant populations can lead to population decline.
Some species can be vouchered with photographs. This would apply for very distinctive species where no confusion about species identity can occur.
Contact us if you have any questions about vouchering your plant finds.
Hooker's Townsendia (Townsendia hookeri), photo by Jamie Fenneman
METHODOLOGIES FOR RARE PLANT SURVEY WORK
In conducting surveys for rare plants, it is important to recognize that methods used for vegetation surveys do not directly apply. Rare plant species are sparsely distributed in the landscape, appearing infrequently and often in specialized habitats. Instead, floristic survey procedures are used.
In vegetation surveys, study sites are generally approached in a systematic way using sampling grids or transects to ensure coverage of the site variation. The aim of the work is to sample representatives of the plant community types present, using sampling theory to determine effective sampling percentages of a site. Sampling work is often done only once in a growing season.
In floristic survey work, there are some important differences. During specific site assessments, floristic survey work is aimed at detecting rare and significant plant species within the survey area, and thus requires complete site coverage of suitable habitat throughout the growing season. Transects or grids may still be used to ensure site coverage and allowing mapping of rare species, however, the aim is not to "sample", but to survey the entire site.
For targeted rare plant surveys, where a single species is being sought (e.g. for status report work), site survey will be focused only on suitable habitat within a site, or within a region. The key habitat types will be identified ahead of time and then thoroughly searched during field work. When targeting a single species, survey work should be undertaken during the flowering period in order to maximize the likelihood of detection. This is particularly important for species that are obscure when not in flower, but also aids in searching for more showy plants and can reduce the amount of time spent surveying.
One important difference between vegetation and floristic
surveys is the need for seasonal coverage in order to best detect rare species
occurrences. While many rare species, though not all, can be found throughout
the growing season by a knowledgeable botanist familiar with the flora, seasonal
coverage that targets flowering periods will increase the accuracy of the survey
and the likelihood of detecting species that would otherwise be difficult to
spot. Detection is probably the most important component of rare plant survey work. Flowering plant species are more easily noticed during their flowering period,
with a reduction in detection once flowering is past. Ideally, a site will
be surveyed during the following periods: early spring, later spring, early
summer, later summer, early fall. This type of coverage will capture the flowering
periods of most species, including spring ephemerals that completely disappear after flowering.
In addition to seasonal coverage, surveying in more than one year is also important for rare plant survey work. If this is possible, it improves the likelihood of spotting some species. There are plant communities, such as shoreline wetland communities, where the composition and abundance of species can change from year to year because of annual climatic variation and resulting water level fluctuation. Water levels influence germination in annual wetland species. The same 'climatic' effect is can be seen in other ecosystem types. Plant abundances and presence can vary from year to year depending on annual variation in precipitation and temperature. Detection of rare species will be greater if more than one year of survey is carried out.
Floristic survey work also requires an assessment of plant
community and habitat types present in a site, thus drawing upon the plant
ecology knowledge of the surveyor. While rare species can occur in a broad
range of communities and habitats, they often occur more frequently in some
habitats or communities. For example, areas of limestone outcrops are well-known
to support a high percentage of rare species. This assessment of habitat
and community types requires a degree of knowledge on the part of the surveyor
that allows for targeting of specialized habitats, or habitat types where rare
species occurrences are most likely. This type of floristic assessments requires
a good familiarity with the flora and with habitat types and associations with
Read about the coincidence of rare plants and landform types.
Phantom Orchid (Cephalanthera austiniae), photo by Mike Edley
GENERAL STEPS FOR FLORISTIC SITE SURVEYS
1) Obtain and review all available mapping for the study
area or region, including site maps, topographic maps, species mapping, etc.;
2) Determine the habitat and ecosystems present in the study area;
3) Obtain and review a list of the species possibly present in the study area. Review the regional status for these species and highlight the rare species of the region;
4) Compare the list of regional rare species with available habitat types in the study area;
5) Review the flowering periods and growing requirements for rare species that maybe encountered in order to determine survey periods;
6) Flag habitat types within the study area that are high priority for searching;
7) Ensure seasonal coverage of the site in order to embrace flowering periods;
8) Obtain voucher documentation for each rare species found;
9) Check identifications with experts using herbarium collections, and obtain verifications of identifications.
Alkali Plantain (Plantago eriopoda), photo by Jamie Fenneman
REFERENCES AND SUGGESTED READING
Alberta Native Plant Council. 2000 ANPC Guidelines for Rare Plant Surveys in Alberta. Web citation: Available http://www.anpc.ab.ca/assets/rareplant.pdf
Douglas, George. W., Del Meidinger and Jenifer L. Penny. 2002. Rare Native Vascular Plants of British Columbia. Province of British Columbia, Victoria.
Douglas, G.W., D.V. Meidinger and J. Pojar (editors). 2002. Illustrated Flora of British Columbia, Volume 8: General Summary, Maps and Keys. B.C. Ministry of Sustainable Resource Management and B.C. Ministry of Forests. Victoria. 457 p.
Klinkenberg, B. 1997. Hot
Spots: a spatial-temporal analysis of the rare vascular plants
in the Carolinian Counties of southwestern Ontario. Report
submitted to the World Wildlife Fund (Canada). 56 pages.
Klinkenberg, Brian. 2002. Spatial analysis of the coincidence of rare vascular plants in the Carolinian Zone of Canada: implications for protection. Canadian Geographer. 46 (3):194-203.
Klinkenberg, B. and R. Klinkenberg. 2002. Biodiversity Protection: Inventory and Monitoring Standards for Rare Rhizomatous Geophytes in British Columbia. Ministry of Sustainable Resource Management, Victoria.
Native Plant Society of Saskatchewan. 1998. Guidelines for Rare Plant Surveys.
Province of British Columbia. 1996. Directory of Experts in the Identification of British Columbia Species. Ministry of Forests Research Program, Victoria.
Washington Department of Natural Resources. 2006.
Suggested guidelines for conducting Rare Plant Surveys for Environmental
Review. Washington Department of Natural Resources. Available online.