生物多样性监测指标体系构建研究进展

生物多样性监测是为确定与预期标准相一致或相背离的程度,而对生物多样性进行定期或不定期的监视,目前已成为生物多样性研究和保护的热点问题。生物多样性监测指标则是一些简化的生物或环境特征参数,说明生物多样性现状和变化趋势,以及人类活动压力对生物多样性的影响,以促进科学界、政府和公众间的沟通,提高生物多样性管理水平。近10年来,国际组织、政府机构和各国学者对生物多样性指标体系的构建进行了大量的探索工作,取得了很多进展,其中有些指标已经应用于实际监测项目。本文综述了生物多样性监测指标筛选的一般标准和指标体系构建的主要理论,梳理目前已提出或应用的主要生物多样性监测指标,以期为我国构建国家或区域尺度生物多样性监测指标体系提供参考。在此基础上分析提出：生物多样性概念的泛化、指标含义模糊以及知识和数据的缺乏是构建生物多样性监测指标的主要困难。我国未来的生物多样性监测指标体系构建需要关注以下两个方面：（1）紧密联系实际,构建适应性的监测指标体系,加强对典型生态系统区域的监测;（2）发展经济社会发展方面的指标,分析生物多样性变化的驱动力,为生物多样性保护和区域可持续发展提供科学依据。     

Improving biodiversity monitoring

Effective biodiversity monitoring is critical to evaluate, learn from, and ultimately improve conservation practice. Well conceived, designed and implemented monitoring of biodiversity should: (i) deliver information on trends in key aspects of biodiversity (e.g. population changes); (ii) provide early warning of problems that might otherwise be difficult or expensive to reverse; (iii) generate quantifiable evidence of conservation successes (e.g. species recovery following management) and conservation failures; (iv) highlight ways to make management more effective; and (v) provide information on return on conservation investment. The importance of effective biodiversity monitoring is widely recognized (e.g. Australian Biodiversity Strategy). Yet, while everyone thinks biodiversity monitoring is a good idea, this has not translated into a culture of sound biodiversity monitoring, or widespread use of monitoring data. We identify four barriers to more effective biodiversity monitoring in Australia. These are: (i) many conservation programmes have poorly articulated or vague objectives against which it is difficult to measure progress contributing to design and implementation problems; (ii) the case for long‐term and sustained biodiversity monitoring is often poorly developed and/or articulated; (iii) there is often a lack of appropriate institutional support, co‐ordination, and targeted funding for biodiversity monitoring; and (iv) there is often a lack of appropriate standards to guide monitoring activities and make data available from these programmes. To deal with these issues, we suggest that policy makers, resource managers and scientists better and more explicitly articulate the objectives of biodiversity monitoring and better demonstrate the case for greater investments in biodiversitymonitoring. There is an urgent need for improved institutional support for biodiversity monitoring in Australia, for improved monitoring standards, and for improved archiving of, and access to, monitoring data. We suggest that more strategic financial, institutional and intellectual investments in monitoring will lead to more efficient use of the resources available for biodiversity conservation and ultimately better conservation outcomes.     

Characteristics of Australia's rangelands and key design issues for monitoring biodiversity

Abstract We explored the key issues that are most likely to influence any set of guiding principles for developing biodiversity monitoring programmes in Australia's rangelands. We defined the Australian rangelands and came up with an overview of their climate extremes, land‐use pressures and biodiversity loss, and then focussed on issues underpinning the design phase of any monitoring programme. Using Noss's 1990 framework of compositional, structural and functional attributes of biodiversity and its new revisions by others, we showed how the elusive, abstract concept of biodiversity can be used to identify many measurable attributes that can form a minimum and necessary set of indicators for any biodiversity monitoring task. We then described the steps in the monitoring process, with a particular focus on the reasons for monitoring biodiversity as they strongly influence the selection of indicators. We concluded by compiling a table of key issues as background information for developing guiding principles (Table 4). The list is by no means an exhaustive list for the design phase but it does indicate that considerable attention needs to be given to this phase when developing monitoring programmes. We have intentionally not addressed the equally important issues associated with the planning and delivery phases of developing a monitoring programme, as Wallace et al. and Watson and Novelly cover these in their papers in the present issue of Austral Ecology.     

全球视角下的中国生物多样性监测进展与展望

生物多样性强烈的时空尺度依赖性和多层次性决定了生物多样性现状与变量的分析需要在不同生态系统进行多空间尺度、全面和连续的监测。因此, 构建生物多样性研究监测网络是生物多样性保护和研究的基础工作。近年来, 对地观测组织-生物多样性观测网络(GEO BON)、亚太生物多样性监测网络(APBON)等全球、区域以及国家尺度的生物多样性监测网络蓬勃发展。中国陆续在国家尺度上建立了针对生态系统和物种的长期监测网络, 其中, 中国生物多样性监测与研究网络(China Biodiversity Observation and Research Network, Sino BON)于2013年启动建设, 在我国主要生态系统和环境梯度设置30个监测主点和60个监测辅点, 目前已建成10个专项网对动物、植物和微生物进行监测, 并建立了以数据标准与汇交、近地面遥感为核心的综合监测中心。Sino BON打造了从地下、地面到森林林冠的多尺度、多类群(功能群)以及多营养级交互为重点的监测与研究平台, 为理解生物多样性变化趋势及其驱动因素、研究生物多样性维持机制, 以及国家履行《生物多样性公约》、保护生物多样性和生物资源提供详实可靠的生物多样性变化数据。为进一步支撑国家生物多样性治理能力、深化全球多样性保护合作, 我国生物多样性监测亟需在监测技术、监测区域、数据标准、综合信息平台等方向谋求更大的发展。     

Biodiversity monitoring by community‐based restoration groups in New Zealand

In recent decades, community groups have transformed habitat restoration, pest control and species translocations in New Zealand. Large areas of wild New Zealand benefit hugely from ongoing management by community‐based restoration groups. Areas near cities and towns have especially good access to pools of keen volunteers. Community groups are involved in monitoring progress with their work, as well as monitoring biodiversity changes in general at their project sites. New tools powered by modern technologies are creating the opportunity for New Zealand's community volunteers to play a transformative role in biodiversity monitoring for either purpose. These tools are reducing the resources and expertise required for species detection and identification. Smartphones with cameras, GPS, audio recorders and data apps make it easier than ever to record species observations. Crowd‐sourced identification of species in photographs and sounds loaded onto NatureWatch NZ allow volunteers to make observations of a much wider range of taxa than just common birds and trees. Realising this potential requires community groups, scientists and their institutions to collaborate in building and maintaining simple, accessible monitoring systems that (i) require and promote standard monitoring methods, (ii) provide efficient data entry in standard formats, (iii) generate automated results of use to community groups and (iv) facilitate public sharing of data to contribute to regional, national and global biodiversity monitoring. Some New Zealand monitoring systems developed recently to assist community‐based restoration groups with monitoring mammalian predator control are good examples of this approach. Making this happen at a large scale across many community groups and taxa requires increased and coordinated long‐term institutional support for monitoring systems and training.     

中国森林生物多样性监测: 科学基础与执行计划

中国森林生物多样性保护和恢复措施的制订依赖于生物多样性的监测信息。设计一个有效的生物多样性监测网络是一项复杂的系统工程。监测网络的设计框架可分为监测目标、监测对象、监测指标、取样策略、数据采集和处理、网络维护以及组织工作等几个部分。目前, 国际上已有5个得到广泛认可的生物多样性监测网络, 包括地球观测组织-生物多样性监测网络、全球森林监测网络、热带生态评估与监测网络、泛欧洲森林监测网络和亚马逊森林清查网络, 它们的监测目标、监测内容和方法、样地布局及部分监测成果各有特色。我们试图在全国生物多样性监测、森林资源清查和森林生态系统定位研究的基础上, 通过网络布局、建设和运行, 形成中国森林生物多样性监测网(Chinese Forest Biodiversity Monitoring Network, Sino BON-CForBio)及其监测规范体系。该网络的科学目标是, 在全国尺度上研究不同典型地带性森林的生物多样性维持机制、监测森林生物多样性变化并阐明其机理、研究生物多样性变化的效应。该网络布局以《中国植被区划》中的森林植被区划成果作为顶层设计和监测样地选择的核心依据, 设计了4个层级的监测系统; 其监测指标体系以生物多样性核心指标为主, 并结合我国传统森林群落调查方法进行拓展; 预期建成国家水平上的森林生物多样性监测网络, 阐明森林生物多样性维持机制和生物多样性变化的效应, 同时对重大生态保护工程的生物多样性保护效果进行有效性监测和验证型监测。     

Biodiversity monitoring,earth observations and the ecology of scale

Human activity and land‐use change are dramatically altering the sizes, geographical distributions and functioning of biological populations worldwide, with tremendous consequences for human well‐being. Yet our ability to measure, monitor and forecast biodiversity change – crucial to addressing it – remains limited. Biodiversity monitoring systems are being developed to improve this capacity by deriving metrics of change from an array of in situ data (e.g. field plots or species occurrence records) and Earth observations (EO; e.g. satellite or airborne imagery). However, there are few ecologically based frameworks for integrating these data into meaningful metrics of biodiversity change. Here, I describe how concepts of pattern and scale in ecology could be used to design such a framework. I review three core topics: the role of scale in measuring and modelling biodiversity patterns with EO, scale‐dependent challenges linking in situ and EO data and opportunities to apply concepts of pattern and scale to EO to improve biodiversity mapping. From this analysis emerges an actionable approach for measuring, monitoring and forecasting biodiversity change, highlighting key opportunities to establish EO as the backbone of global‐scale, science‐driven conservation.     

A simple system for monitoring biodiversity in protected areas of a developing country

The achievements of initiatives to strengthen biodiversity conservation in developing countries may be difficult to assess, since most countries have no system for monitoring biodiversity. This paper describes a simple and cost-effective, field-based biodiversity monitoring system developed specifically for areas where specialist staff is lacking. We discuss the preliminary lessons learned from protected areas in the Philippines. Whilst the monitoring system aims to identify trends in biodiversity and its uses so as to guide management action, it also promotes the participation of local people in the management, stimulates discussions about conservation amongst stakeholders and builds the capacity of park staff and communities in management skills. In addition, it seeks to provide people with direction regarding the aims of protected areas, and reinforces the consolidation of existing livelihoods through strengthening community-based resource management systems. The field methods are: (1) standardised recording of routine observations, (2) fixed point photographing, (3) line transect survey, and (4) focus group discussion. Both bio-physical and socio-economic data are used and given equal importance. The system can be sustained using locally available resources. The approach is useful in countries embarking on shared management of park resources with local communities, where rural people depend on use of natural ecosystems, and where the economic resources for park management are limited. We hope this paper will encourage other countries to develop their own biodiversity monitoring system, letting its development become a means for capacity building whilst at the same time supporting the creation of ownership.     

Using historical woodland creation to construct a long‐term,large‐scale natural experiment: the WrEN project

Natural experiments have been proposed as a way of complementing manipulative experiments to improve ecological understanding and guide management. There is a pressing need for evidence from such studies to inform a shift to landscape‐scale conservation, including the design of ecological networks. Although this shift has been widely embraced by conservation communities worldwide, the empirical evidence is limited and equivocal, and may be limiting effective conservation. We present principles for well‐designed natural experiments to inform landscape‐scale conservation and outline how they are being applied in the WrEN project, which is studying the effects of 160 years of woodland creation on biodiversity in UK landscapes. We describe the study areas and outline the systematic process used to select suitable historical woodland creation sites based on key site‐ and landscape‐scale variables – including size, age, and proximity to other woodland. We present the results of an analysis to explore variation in these variables across sites to test their suitability as a basis for a natural experiment. Our results confirm that this landscape satisfies the principles we have identified and provides an ideal study system for a long‐term, large‐scale natural experiment to explore how woodland biodiversity is affected by different site and landscape attributes. The WrEN sites are now being surveyed for a wide selection of species that are likely to respond differently to site‐ and landscape‐scale attributes and at different spatial and temporal scales. The results from WrEN will help develop detailed recommendations to guide landscape‐scale conservation, including the design of ecological networks. We also believe that the approach presented demonstrates the wider utility of well‐designed natural experiments to improve our understanding of ecological systems and inform policy and practice.     

Optimizing ultrasonic sampling effort for monitoring forest bats

Landscape‐scale monitoring is a key approach for assessing changes in indicators. However, great care needs to be taken to collect rigorous data and avoid wasting resources in long‐term programmes. Insect‐eating bats are diverse, functionally important and are often proposed as indicator species of environmental health. We used acoustic (ultrasonic) data from pilot bat surveys undertaken in forests and woodlands to optimize sampling effort to produce precise estimates of bat activity and occupancy. We also carried out simulations to evaluate the statistical power of different sampling designs to detect changes in activity and occupancy levels of individual bat species. There was little gain in precision for estimates of bat activity by sampling beyond five to six detector nights. To ensure spatial heterogeneity was sampled around a monitoring point, three detectors for two nights or two detectors for three nights would be required. This level of sampling was also sufficient to be 90% certain of recording occupancy for 11 of 12 taxa. Power simulations revealed that a sampling design using two detectors per monitoring point for two nights could detect a 30% decline within 10 years with 90% power for all species, except the white‐striped free tail bat (Tadarida australis), using either changes in activity levels or occupancy. However, fewer years were required when using occupancy. Setting detectors either on‐flyways or off‐flyways contributed only minor differences to the time taken to reach 90% power for both occupancy and activity levels, though sampling both locations has major implications for interpreting trends in bats. We suggest that bat activity levels are more sensitive for detecting change than occupancy because one pass or 1000 passes can be recorded per night by an acoustic detector, and this is not differentiated by occupancy. Bats can be monitored cost‐effectively and should be included in monitoring programmes.     

基于环境DNA-宏条形码技术的底栖动物监测及水质评价研究进展

底栖动物是淡水生态系统中物种多样性最高的类群,也是应用最广泛的水质监测指示生物之一。传统的底栖动物监测以形态学为基础,耗时费力,无法满足流域尺度大规模监测的需求。环境DNA-宏条形码技术是一种新兴的生物监测方法,其与传统方法相比优势在于采样方法简单、低成本、高灵敏度,不受生物样本和环境状况的影响,不依赖分类专家和鉴定资料,能够快速准确地对多个类群进行大规模、高通量的物种鉴定。然而,在实际应用中该方法的效果受诸多因素的影响,不同的方法、流程往往会产生差异较大的结果。鉴于此,着重分析总结了应用环境DNA-宏条形码技术监测底栖动物的关键影响因素,包括样品采集与处理流程、分子标记选择、引物设计、PCR偏好性、参考数据库的完整性及相应的优化。并基于此探讨了提高环境DNA-宏条形码技术在底栖动物监测效率和准确率的途径,以期为底栖动物环境DNA-宏条形码监测方案的制定提供可靠的参考。最后对该技术在底栖动物监测和水质评价中的最新发展方向进行了展望。     

生物声音监测研究在生物多样性领域的应用

声音是生物之间交流的重要手段,对生物声音的监测与分析是描述和评估生物多样性的新兴方法.这种方法不侵入和破坏自然环境,通过声音记录生态信息,并有效反映生物多样性的相关特征,是一种重要的生态工具.从声音角度探讨生物多样性的变化拓宽了多学科交叉的新思路,因此近年来被越来越多地应用于生态学研究中.本文阐述了利用声音监测评估生物...     

Indicators of biodiversity and ecosystem services: a synthesis across ecosystems and spatial scales

According to the Millennium Ecosystem Assessment, common indicators are needed to monitor the loss of biodiversity and the implications for the sustainable provision of ecosystem services. However, a variety of indicators are already being used resulting in many, mostly incompatible, monitoring systems. In order to synthesise the different indicator approaches and to detect gaps in the development of common indicator systems, we examined 531 indicators that have been reported in 617 peer‐reviewed journal articles between 1997 and 2007. Special emphasis was placed on comparing indicators of biodiversity and ecosystem services across ecosystems (forests, grass‐ and shrublands, wetlands, rivers, lakes, soils and agro‐ecosystems) and spatial scales (from patch to global scale). The application of biological indicators was found most often focused on regional and finer spatial scales with few indicators applied across ecosystem types. Abiotic indicators, such as physico‐chemical parameters and measures of area and fragmentation, are most frequently used at broader (regional to continental) scales. Despite its multiple dimensions, biodiversity is usually equated with species richness only. The functional, structural and genetic components of biodiversity are poorly addressed despite their potential value across habitats and scales. Ecosystem service indicators are mostly used to estimate regulating and supporting services but generally differ between ecosystem types as they reflect ecosystem‐specific services. Despite great effort to develop indicator systems over the past decade, there is still a considerable gap in the widespread use of indicators for many of the multiple components of biodiversity and ecosystem services, and a need to develop common monitoring schemes within and across habitats. Filling these gaps is a prerequisite for linking biodiversity dynamics with ecosystem service delivery and to achieving the goals of global and sub‐global initiatives to halt the loss of biodiversity.     

中国生物多样性就地保护的研究与实践

中国是世界上生物多样性最丰富的地区之一,但面临着较大的生态衰退风险。中国生物多样性受到的威胁来自包括人口众多、经济发展模式单一落后、工业化进程加快、气候变化和外来物种入侵等多种因素。生物多样性的就地保护对于维护国家生态安全具有重要意义,同时也是中国可持续发展的需要。本文就中国生物多样性就地保护的研究成果和保护成就进行了回顾,提出了未来应该着重加强的研究领域。中国生物多样性的就地保护研究与实践主要集中在生物多样性资源调查、濒危物种管理和自然保护区建设等方面。中国政府在生物多样性就地保护领域开展了大量卓有成效的工作,发布实施了一系列的保护行动规划,不断提高了生物多样性的保护水平。中国的生物多样性就地保护经过了由数量发展到质量发展的阶段后,未来的研究重点应该集中在生物多样性形成与维持机制、生物多样性受胁原因与响应机制、生物多样性长期监测与评估、自然保护区有效管理和自然保护区立法等方面。     

A suite of essential biodiversity variables for detecting critical biodiversity change

Key global indicators of biodiversity decline, such as the IUCN Red List Index and the Living Planet Index, have relatively long assessment intervals. This means they, due to their inherent structure, function as late‐warning indicators that are retrospective, rather than prospective. These indicators are unquestionably important in providing information for biodiversity conservation, but the detection of early‐warning signs of critical biodiversity change is also needed so that proactive management responses can be enacted promptly where required. Generally, biodiversity conservation has dealt poorly with the scattered distribution of necessary detailed information, and needs to find a solution to assemble, harmonize and standardize the data. The prospect of monitoring essential biodiversity variables (EBVs) has been suggested in response to this challenge. The concept has generated much attention, but the EBVs themselves are still in development due to the complexity of the task, the limited resources available, and a lack of long‐term commitment to maintain EBV data sets. As a first step, the scientific community and the policy sphere should agree on a set of priority candidate EBVs to be developed within the coming years to advance both large‐scale ecological research as well as global and regional biodiversity conservation. Critical ecological transitions are of high importance from both a scientific as well as from a conservation policy point of view, as they can lead to long‐lasting biodiversity change with a high potential for deleterious effects on whole ecosystems and therefore also on human well‐being. We evaluated candidate EBVs using six criteria: relevance, sensitivity to change, generalizability, scalability, feasibility, and data availability and provide a literature‐based review for eight EBVs with high sensitivity to change. The proposed suite of EBVs comprises abundance, allelic diversity, body mass index, ecosystem heterogeneity, phenology, range dynamics, size at first reproduction, and survival rates. The eight candidate EBVs provide for the early detection of critical and potentially long‐lasting biodiversity change and should be operationalized as a priority. Only with such an approach can science predict the future status of global biodiversity with high certainty and set up the appropriate conservation measures early and efficiently. Importantly, the selected EBVs would address a large range of conservation issues and contribute to a total of 15 of the 20 Aichi targets and are, hence, of high biological relevance.     

Scaling up: A guide to high‐throughput genomic approaches for biodiversity analysis

The purpose of this review is to present the most common and emerging DNA‐based methods used to generate data for biodiversity and biomonitoring studies. As environmental assessment and monitoring programmes may require biodiversity information at multiple levels, we pay particular attention to the DNA metabarcoding method and discuss a number of bioinformatic tools and considerations for producing DNA‐based indicators using operational taxonomic units (OTUs), taxa at a variety of ranks and community composition. By developing the capacity to harness the advantages provided by the newest technologies, investigators can “scale up” by increasing the number of samples and replicates processed, the frequency of sampling over time and space, and even the depth of sampling such as by sequencing more reads per sample or more markers per sample. The ability to scale up is made possible by the reduced hands‐on time and cost per sample provided by the newest kits, platforms and software tools. Results gleaned from broad‐scale monitoring will provide opportunities to address key scientific questions linked to biodiversity and its dynamics across time and space as well as being more relevant for policymakers, enabling science‐based decision‐making, and provide a greater socio‐economic impact. As genomic approaches are continually evolving, we provide this guide to methods used in biodiversity genomics.     

海洋保护区管理与保护成效评估的方法与进展

全球物种多样性的持续下降使得生物多样性保护面临巨大挑战, 海洋生物多样性的保护任务尤其艰巨。海洋保护区是保护生物多样性的有效方式之一, 如何对其成效进行评估是当前研究热点。然而, 目前针对海洋保护区的评估体系较少, 而且评估指标多侧重于管理成效。近年来随着全球生物多样性监测网络和数据库的建立, 以及多种新技术(如遥感、声呐系统、卫星追踪、基因组学等)在海洋生物多样性监测中的应用, 使得从生态系统到基因水平的多层次连续监测成为可能。基于此, 建议未来我国海洋保护区成效评估应在充分利用新技术方法的基础上, 加强长期科学监测, 建立并完善生物多样性监测数据库和信息共享机制, 发展跨学科的综合保护成效评估体系, 加强基于生物多样性监测的保护成效评估。     

Changing perspectives on biodiversity conservation: from species protection to regional sustainability

Biodiversity is the basis for ecosystem goods and services that provide for human survival and prosperity. With a rapidly increasing human population and its demands for natural resources, landscapes are being fragmented, habitats are being destroyed, and biodiversity is declining. How can biodiversity be effectively conserved in the face of increasing human pressures? In this paper, Ⅰ review changing perspectives on biodiversity conservation, and discuss their relevance to the practice of biodiversity conservation. The major points include The notion of balance of nature is a myth rather than a scientific concept; the theory of island biogeography is useful heuristically but flawed practically; the SLOSS debate is intriguing in theory but irrelevant in reality; the concept of minimum viable population and population viability analysis are useful, but technically inefficient and conceptually inadequate; metapopulation theory is mathematically elegant but ecologically oversimplistic; and integrative perspectives and approaches for biodiversity conservation are needed that incorporate insights from landscape ecology and sustainability science. Ⅰ further discuss some key principles for regional conservation planning, and argue that the long-term success of biodiversity conservation in any region will ultimately depend on the economic and social sustainability of that region. Both research and practice in biodiversity conservation, therefore, need to adopt a broader perspective of sustainability.