F-81-R-15, Michigan Study 230499 Renewed: 2013-14 New Study: 2006-07 Name of Study: Michigan statewide angler survey program A. Problem/Need: The most fundamental requirements for sound management of recreational fisheries are knowledge of the response of fish stocks to fishing and of the contributions of various fish stocks to the fisheries. This knowledge can be obtained only if there is a long-term record of fishing effort, catch, and catch composition available for analysis. It is essential that management decisions be based on a sound empirical knowledge of the history, current status, and dynamics of fish communities and fisheries. Recreational catch and effort data have been used in mathematical models which depict fishery dynamics; these models form the basis for development of Great Lakes and inland fishery management plans. While critical to the appropriate management of recreational fisheries, creel surveys are frequently initiated with little assurance of survey comparability between years or survey locations. There is an ongoing need for a formal program to coordinate recreational fishery surveys across the state; to initiate and oversee statistically appropriate designs of creel surveys; to provide ongoing training to creel clerks; to provide appropriate database and sample management; to promptly and consistently calculate survey estimates of harvest, catch, and effort; to develop new creel survey tools and methodologies; and to provide strong and consistent support to state fisheries managers. B. Purpose and Objectives: 1) To obtain a continuous record of sportfishing effort, catch, and harvest, catch and harvest rates, and catch composition for important Great Lakes, tributary, and inland fisheries of the State of Michigan. 2) To provide consistent protocols and data collection methods, program oversight, and timely data analysis of recreational fisheries statistics to MDNR Fisheries Division managers and research biologists. C. Expected Results and Benefits: The principal expected results and benefits of the Statewide Angler Survey Program (SASP) are (1) to provide a consistent series of guidelines for survey design, data collection, and estimation of parameters from Michigan creel surveys; (2) to create and manage a high quality, updated creel database containing: a) interview data on angler catch (harvest and release), angling trip information by angler or angler party, and angler demographic information, and b) angler count data by sampled day on the number of anglers or parties that fished; (3) to estimate angler-hours and total number of fish harvested and released by year, water body, and other important spatial and temporal units; and (4) to ensure the angling effort and harvest data provide information for better management of related fisheries, to evaluate the effectiveness of stocking programs, and to evaluate other management decisions. Estimates will be summarized in result tables, online, searchable databases and other appropriate formats that will be distributed to user groups or made available to them on the MDNR web-site. Reported results will be tailored to management needs based on ongoing interaction between Management Unit and Research Section staff to identify critical information and reporting needs. MDNR Statewide Angler Survey Program personnel continue to refine survey design, survey schedule, data collection methods, and quality control. These evaluations will identify areas in which study methods can be improved, and new protocols and technologies implemented. As methods are refined, data accuracy will improve (Su and Clapp 2013). F-81-R-15, Study 230499 - 2 Recreational effort, catch, and harvest estimates are used by fisheries managers and researchers to monitor angler trends, identify potential management issues, supplement data on population trends, and help manage sport fisheries (e.g. evaluate the effects of regulation changes, stocking, etc.). Furthermore, sport fish effort and harvest data are used to monitor harvest and model fish populations in waters where harvest quotas are set or where other interagency management issues exist (e.g., Consent Decree waters, Lake Erie). Program biologists will, in collaboration with other research and management personnel and through interagency cooperation, begin to formulate conceptual models that describe fishery dynamics. Conceptual models can be used to investigate and identify mechanisms that influence sportfishing effort, catch, and harvest. These models will help identify the magnitude of these effects so trends in effort and catch can be accurately interpreted. D. Procedure: Data will be collected on fishing effort, harvest and catch along with pertinent biological data for each fishery (Great Lakes, tributary, inland). SASP biologists will be responsible for survey design, scheduling, and clerk training. Each Fisheries Division Management Unit (MU) will be responsible for data collection and direct supervision of the creel personnel in the sample areas over which they have jurisdiction. Data will be collected according to procedures outlined in the Statewide Angler Survey Program manual and in Fisheries Division standard sampling procedures. SASP biologists will estimate total effort, harvest and catch from these samples. At the end of each year, progress will be summarized in a status report, as well as other reports tailored to specific management needs. Job 1. Survey design and coordination.–Examine waters to be surveyed; determine total survey area, and existing or possible angler access sites available; determine sampling intensity and techniques based on purpose of survey, proposed level of statistical significance, and the physical parameters of the survey areas. Coordinate with Management Unit personnel through the Basin Team process and use defined SASP selection procedures and prioritization schemes to identify priority survey areas and develop a list of areas to be surveyed for the upcoming survey year. Prepare stratified-random schedules incorporating information gathered in Job 1. Schedules will be prepared for clerks and for aerial boateffort count contractors (where appropriate). Provide clerks with creel survey training. This training program will include a generalized introduction to creel surveys and the various techniques used in creel surveys as well as training specific to the survey the clerks will be involved in. Investigate and implement new technologies to improve the quality and quantity of data collected as well as cost-effectiveness of data collection efforts. Job 2. Conduct surveys / process samples.–Conduct angler surveys of the identified survey waters. Supervise count and interview data processing and perform quality control checks on data during various phases of data processing. Process bio-data samples (e.g., press and read scale samples). Job 3. Manage data / maintain database.–Count and effort data, and bio-data samples and data will be transferred electronically or by U.S. Mail to SASP personnel at the Institute for Fisheries Research and Charlevoix Fisheries Research Station. SASP personnel will conduct quality control checks and maintain standardized databases of count, effort, harvest estimates, and bio-data (e.g., fish total length, weight, age, sex, maturity). Job 4. Analyze data, modeling.–Calculate final catch and angling pressure estimates for fisheries surveyed during the calendar year. Prepare and distribute data summaries according to formats agreed to in consultation with Division managers and other end-users. SASP staff will use creel data to develop advanced models of recreational fishery dynamics, and provide data to Division staff for model development associated with implementation of the 2000 Consent Decree. Additionally, data will also be shared for research and management collaboration with more specific analyses conducted as appropriate. F-81-R-15, Study 230499 - 3 Job 5. Write annual performance report.–Annual progress reports will be prepared according to the established Federal Aid timeline and format. Job 6. Write other reports.–Results of research will be presented in summaries to various MDNR and external committees, annual progress reports, and peer-reviewed journals. Data and results from this study will be used in reports to Lake Committees (e.g., annual lake committee reports, state-of-the-lake five year assessments), MDNR Fisheries Research Reports, and manuscripts for publication in scientific journals. Job 7. Evaluate surveys.–Survey designs and data management procedures will be evaluated to insure that study objectives are met and data are collected efficiently and are reliable. Procedures will be evaluated periodically in terms of adequacy, necessity, reliability, and improved efficiency. Before applying to renew this proposal we will formally assess whether the data collected under this project are achieving goals and objectives, and whether the data are necessary and used to make management decisions. In addition, we will assess the validity of our methodologies, and the cost effectiveness of the overall project. E. Geographical Location: Statewide. F. Schedule/Budget1: Proposed work Job 1 Job 2 Job 3 Job 4 Job 5 Job 6 Job 7 2014-15 2015-16 2016-17 2017-18 Survey design and coordination 27,453 28,277 29,126 30,001 30,901 Conduct surveys/process samples 1,169,191 1,204,266 1,240,495 1,277,542 1,315,744 Manage data/maintain database 40,697 41,919 43,179 44,476 45,810 Analyze data, modeling 27,222 28,039 28,882 29,749 30,642 Write annual performance report 4,343 4,474 4,608 4,746 4,889 Write other reports 7,319 7,540 7,766 7,999 8,239 Evaluate surveys NA NA NA NA 1,186 Air flights Associated travel/other expenses Totals 1 2013-14 140,137 34,628 140,137 34,628 140,137 34,628 140,137 34,628 140,137 34,628 1,450,992 1,489,279 1,528,820 1,569,278 1,612,176 NA = not scheduled G. Personnel: Principal Investigators: Tracy Kolb and Zhenming Su. Statewide Angler Survey Program staff (Institute for Fisheries Research – Ann Arbor, Lansing Central Office, Lansing); Management Unit and Research Section Fisheries Biologists, Technician Supervisors, and Fisheries Assistants, statewide. H. Relationship with other federal grants: This project provides information to fishery managers to consider in their regulation and management planning (F-94) and in making stocking decisions (F-62). I. Potential for interaction with federally listed threatened and endangered species: The project will not have direct interactions with federally listed threatened and endangered species. Literature Cited: Lester, N., A.Bingham, B. Clark, K. Pollock, and P. Sullivan. 2005. Report of the blue ribbon panel for review of procedures used to estimate percid harvest in Lake Erie. Great Lakes Fishery Commission, Ann Arbor, Michigan. F-81-R-15, Study 230499 - 4 Su, Z., and D. F. Clapp. 2013. Evaluation of sample design and estimation methods for Michigan’s Great Lakes angler surveys. Transactions of the American Fisheries Society 142(1): 234–246. F-81-R-15, Study 230499 - 5 Evaluation and Review I. STUDY HISTORY Areas of evaluation Associated information A. Length of study: Number of years survey has been conducted? Any related or previous studies that the current study followed from? Study 230499 has been conducted for 7 years from 2007. It followed from the Great Lakes creel survey study (F-81, 230427: Measurement of sportfishing harvest in the Michigan waters of lakes Michigan, Huron, Erie, and Superior) and inland creel survey (F-81, 646: Inland creel surveys) study. These previous studies were ongoing for more than 20 years. B. Prior review: Has study been reviewed previously? What was the nature / extent of review? 1. 2. C. Modifications / revisions: What were the results of any previous review of the study? Was the study modified to incorporate suggestions and improve outputs? 1. The current study design and estimation methods have been evaluated internally by the state-wide angler survey program staff and the results were published in a peerreviewed article (Su and Clapp 2013). Also relevant is the following blue-ribbon expert evaluation of the creel survey techniques: during the winter of 2004-2005, at the request of the Lake Erie Committee (LEC), the Great Lakes Fishery Commission (GLFC) assembled a panel of experts charged with evaluation of the efficacy, precision and accuracy of current techniques used to estimate total percid harvest and harvest at age by sport and commercial fisheries in Lake Erie, and to recommend improvements. Each Lake Erie jurisdiction (Ohio, Michigan, Pennsylvania, New York, and Ontario) documented details of their harvest assessment program and provided this to the panel members. The panel members then met to discuss issues, develop recommendations, and assemble a report of their findings for release to the LEC in March, 2005 (Lester et al. 2005). Lester et al. (2005) found that the procedures used by all jurisdictions to estimate percid harvest were basically sound. All jurisdictions employed creel survey techniques based on probability sampling to estimate sport fishery harvests. Jurisdictions with substantial commercial fisheries (Ontario and Ohio) relied on mandatory reporting of landings to estimate commercial harvest. Lester et al. (2005) found creel surveys in Lake Erie typically focused on major segments of the fishery (e.g., open-water, daytime boat fishing) and were generally well-designed to protect against major sources of bias in estimating harvest from the targeted segment. Some problems in implementing “random sampling” protocols for interviews and biological sampling were noted and current solutions (i.e., instructions to creel clerks) result in “haphazard sampling” that may introduce a bias. F-81-R-15, Study 230499 - 6 Areas of evaluation Associated information C. Modifications / revisions: continued. 2. D. Legacy considerations: Were there any gear changes or site selection changes that might render comparisons with past data difficult? Any other historical changes or considerations? No changes in sites were made. However, fewer low effort sites were surveyed in recent years due to budget constraints that may affect the quality of the data. Based partially on the suggestion of Lester et al. (2005), Su and Clapp (2013) evaluated the effects of two potential sources of bias (disproportional sampling of angler trips and subsampling of the fishing day) on two catch estimators: (a) a multipleday estimator that ignores day effects and pools the angler trip data over a multiple-day period, and (b) a daily estimator that treats the trip data in each day separately. Su and Clapp (2013) suggested that for critical fisheries, surveying should be conducted for the entire fishing period of each sampled fishing day and using the daily estimator to make catch estimates. Fixed proportional sampling of angler trips coupled with the multiple-day estimator may be used as an alternative survey approach to obtain less biased catch estimates for one-access-site fisheries. Additionally, to obtain sound catch estimates, a certain number of sampled days should be guaranteed (e.g., >5 d a month). Furthermore, both estimators can be used to make catch estimates for a survey, and any large discrepancies in their results would be indicative of issues in survey design or underlying fisheries characteristics, which should be examined. We will modify our surveys according these suggestions. II. ADEQUACY Areas of evaluation and example questions Associated information A. Data end users: Who are the end users (e.g., state biologists, other agencies, universities, public)? Angler survey data from this study have been used by State biologists and managers, other agencies (e.g., GLFC, Wisconsin DNR, Ohio DNR, Indiana DNR, Sea Grant, USFWS / USGS), universities (e.g.: fisheries scientists, sociologists, economists, graduate students), public and stakeholders (e.g., anglers, angling organizations, charter operators, media). B. Decision makers: Are resource management decisions being made using information collected in this project? Resource management decisions have been made based on angling surveys results regarding stocking evaluation, regulation evaluation, quota / total allowable catch development, status and trends evaluation, sport-forage fish dynamics, etc. F-81-R-15, Study 230499 - 7 Areas of evaluation and example questions Associated information C. Management / decision makers’ questions: What are the specific management questions being addressed? Are needs of decision makers addressed? Stocking evaluation, regulation evaluation, quota / total allowable catch development, status and trends evaluation, diet evaluations, angler demography evaluations, extraction evaluation, fish condition assessments. D. Stated purpose of study: What is the stated purpose / goal of the survey? Does the survey project, as designed, meet that purpose? Were any data gaps identified during the previous study period? Study Objective: 1) To obtain a continuous record of sportfishing effort, catch, and harvest, catch and harvest rates, and catch composition for important Great Lakes, tributary, and inland fisheries of the State of Michigan. 2) To provide consistent protocols and data collection methods, program oversight, and timely data analysis of recreational fisheries statistics to Michigan DNR Fisheries Division managers and research biologists. E. Timeliness: Is the information collected through the survey project time sensitive? What are the relevant timelines? Are they being met? Creel surveys are conducted on each month for both open-water and winter season. Angling effort and catch estimates are produced and distributed generally on an annual cycle as scheduled. However, in-season creel estimates were often made based on the requests of managers. F. Data are available online at http://www.dnr.state.mi.us/chartercreel/ and by request. Availability (database storage, etc.): How are results and data made available to end users? Is availability of data adequate to user needs? III. NECESSITY Areas of evaluation and example questions Associated information A. Data use in management: Are data used in management decisions? SASP data are used by fisheries managers and researchers to monitor angling trends, identify potential management issues, supplement data on fish population trends, and help manage sport fisheries (e.g., evaluate the effects of regulation changes or stocking). For example, SASP data were used in reports to lake committees; for calculation and monitoring of the total allowable catch (TAC) of lake trout in various zones of 1836 Treaty waters of the Great Lakes; and in setting harvest quotas for commercial and sport fisheries. F-81-R-15, Study 230499 - 8 Areas of evaluation and example questions Associated information B. Relationship of study to division and department priorities: Do data meet priority needs? Are data required for partner agreements, agency collaboration, consent decrees? SASP data are used to meet strategies outlined in the Fisheries Division Strategic Plan, "Charting the Course: Fisheries Division's Framework for Managing Aquatic Resources” (e.g.: Develop and disseminate education and outreach materials on aquatic invasive species; promote diverse fishing opportunities; identify and catalog areas where fishing access is needed; increase angler recruitment and retention; track the public’s opinions, attitudes and participation related to angling and aquatic resources; contribute information needed to determine levels of natural reproduction and stocking success for Great Lakes salmonids; and collect information needed to evaluate cost effectiveness of each stocking). IV. RELIABILITY Areas of evaluation and example questions Associated information A. Confidence in data provided: Do users have confidence in data provided? End users have confidence in data provided. Confidence estimators are provided with data. B. Validity of survey design: Is survey design valid / adequate / appropriate? Are there better ways to collect data? As indicated in I-B. Prior review, the survey design is appropriate and sound. On-site angler (creel) surveys are the principle technique to obtain valid and quality estimates of angling activities, and especially harvest and catch data. C. Statistical reliability: Are data provided statistically reliable? Are sample sizes and precision adequate? The estimates provided by the creel surveys at the current level of sampling effort are statistically reliable for most Great Lake sites. However, reduction in the sampling of Great Lake creel sites will affect the total effort and catch estimates at the lake level for each Great Lake. Also, inland creel surveys have been reduced to almost zero in recent years, which will affect inland fisheries management. D. Appropriateness of survey methods and techniques: Are sampling methods current? Does study use state-of-the-art techniques? Sampling methods follow current techniques found in the literature and use state-of-the-art techniques (Su and Clapp 2013). F-81-R-15, Study 230499 - 9 Areas of evaluation and example questions Associated information E. Assumptions: Are assumptions identified and met? Creel surveys depend on some strong assumptions. In an access-access survey, it is assumed that all landing sites are surveyed. If not, it is essential to make some estimate of the proportion of landings elsewhere (e.g., at private docks) and apply an appropriate expansion factor. In aerial-access surveys, it is assumed that the catch rates of anglers who land at surveyed landing sites (large public access sites) are the same as those of anglers who land elsewhere (e.g., private docks). It may also be necessary, as in the Michigan survey, to assume (and periodically validate) that the ratio of fishing boats to other pleasure craft in aerial counts is the same as that observed at the surveyed landing sites. V. EFFICIENCY Areas of evaluation and example questions Associated information A. Cost of data collection: How much is spent annually to complete this survey? Approximately $1,200,000 is spent annually to collect, process, analyze and report data for SASP Program. B. Efficiency / Cost:Benefit of survey: How do costs compare to applicability of survey and benefits accrued? The cost of the program represents about 1% of the Fisheries Division’s budget and 2% of the total budget that is dedicated to resource management. Data from the program are used 99% of the time when the Division evaluates any stocking, regulation, Great Lakes, inland, angler demography or outreach and education issue. C. Survey effort: Can intensity of sampling be reduced while still delivering necessary information to managers? In recent years, creel survey sites have been reduced to a level that can barely provide the necessary information to managers. VI. FUTURE OF STUDY Areas of evaluation and example questions Associated information A. Modifications to study: What modifications are suggested as a result of this review? How will modifications be implemented in the next study period? Surveys (sites and coverage) are modified annually to ensure program functionality at different levels of funding. Modifications should be made to the program to ensure it is operating efficiently at current fiscal levels. B. Suggested future analyses: Are there analyses that could come from the data currently collected that weren’t included in documentation provided? Analyses can be done to determine how frequently sites need to be sampled. C. Next steps: What are the next steps (e.g., renewal, new study “spin off”, delivery of information / summaries to managers)? This study should be renewed. F-81-R-15, Study 230499 - 10 Areas of evaluation and example questions Associated information D. Evaluation summary: Data collected from study 230499 are used to evaluate fishing regulations, meet legal mandates, explain fisheries dynamics, track fish heath and condition, evaluate hatchery practices, and understand the state’s angling population. Study 230499 has been evaluated internally by the state-wide angler survey program staff and independently by a blue-ribbon expert panel and found to be of sound experimental design and protected against major sources of bias. In the future, study 230499 will continue to refine survey design, survey schedule, data collection methods, and quality control. These evaluations will identify areas in which study methods can be improved, and new protocols and technologies implemented. As methods are refined, data accuracy will improve. Study 230499 is an essential component of Michigan Fisheries Division and should be renewed. Prepared by: Zhenming Su and Tracy Kolb Date: 4/30/2012
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