Integration of Freshwater Biodiversity Information for Decision-Making in Rwanda

Teams from Ghana, Malawi, Namibia and Rwanda during the inception meeting of the African Biodiversity Challenge Project in Kigali, Rwanda. Photo by Yvette Umurungi.

The establishment and implementation of a long-term strategy for freshwater biodiversity data mobilisation, sharing, processing and reporting in Rwanda is to support environment monitoring and the implementation of Rwanda’s National Biodiversity Strategy (NBSAP). In addition, it is to also help us understand how economic transformation and environmental change is affecting freshwater biodiversity and its resulting ecosystem services.

As part of this strategy, the Center of Excellence in Biodiversity and Natural Resource Management (CoEB) at the University of Rwanda, jointly with the Rwanda Environment Management Authority (REMA) and the Albertine Rift Conservation Society (ARCOS), are implementing the African Biodiversity Challenge (ABC) project “Integration of Freshwater Biodiversity Information for Decision-Making in Rwanda.”

The conference abstract for this project has been published in the open access journal Biodiversity Information Science and Standards (BISS). 

The CoEB has a national mandate to lead on biodiversity data mobilisation and implementation of the NBSAP in collaboration with REMA. This includes digitising data from reports, conducting analyses and reporting for policy and research, as indicated in Rwanda’s NBSAP.

The collation of the data will follow the international standards and will be available online, so that they can be accessed and reused from around the world. In fact, CoEB aspires to become a Global Biodiversity Informatics Facility (GBIF) node, thereby strengthening its capacity for biodiversity data mobilisation.

Data use training for the African Biodiversity Challenges at the South African National Biodiversity Institute (SANBI), South Africa. Photo by Yvette Umurungi.

The mobilised data will be organised using GBIF standards, and the project will leverage the tools developed by GBIF to facilitate data publication. Additionally, it will also provide an opportunity for ARCOS to strengthen its collaboration with CoEB as part of its endeavor to establish a regional network for biodiversity data management in the Albertine Rift Region.

The project is expected to conclude with at least six datasets, which will be published through the ARCOS Biodiversity Information System. These are to include three datasets for the Kagera River Basin; one on freshwater macro-invertebrates from the Congo and Nile Basins; one for the Rwanda Development Board archive of research reports from protected areas; and one from thesis reports from master’s and bachelor’s students at the University of Rwanda.

The project will also produce and release the first “Rwandan State of Freshwater Biodiversity”, a document which will describe the status of biodiversity in freshwater ecosystems in Rwanda and present socio-economic conditions affecting human interactions with this biodiversity.

The page of Center of Excellence in Biodiversity and Natural Resource Management (CoEB) at University of Rwanda on the Global Biodiversity Information Facility portal. Image by Yvette Umurungi.

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The ABC project is a competition coordinated by the South African National Biodiversity Institute (SANBI) and funded by the JRS Biodiversity Foundation. The competition is part of the JRS-funded project, “Mobilising Policy and Decision-making Relevant Biodiversity Data,” and supports the Biodiversity Information Management activities of the GBIF Africa network.

 

Original source:

Umurungi Y, Kanyamibwa S, Gashakamba F, Kaplin B (2018) African Biodiversity Challenge: Integrating Freshwater Biodiversity Information to Guide Informed Decision-Making in Rwanda. Biodiversity Information Science and Standards 2: e26367. https://doi.org/10.3897/biss.2.26367

Scientists dive into museum collections to reveal the invasion route of a small crustacean

Biological invasions are widely recognised as one of the most significant components of global change. Far-reaching and fast-spreading, they often have harmful effects on biodiversity.

Therefore, acquiring knowledge of potentially invasive non-native species is crucial in current research. In particular, it is important that we enhance our understanding of the impact of such invasions.

To do so, Prof Sabrina Lo Brutto and Dr Davide Iaciofano, both working at the Taxonomy Laboratory of the University of Palermo, Italy, performed research on an invasive alien crustacean (Ptilohyale littoralis) known to have colonised the Atlantic European Coast. Their findings are published in the open access journal ZooKeys.

The studied species belongs to a group of small-sized crustaceans known as amphipods. These creatures range from 1 to 340 mm in length and feed on available organic matter, such as dead animals and plants. Being widely distributed across aquatic environments, amphipods have already been proven as excellent indicators of ecosystem health.

While notable for their adaptability and ecological plasticity, which secure their abundance in various habitats, these features also make amphipods especially dangerous when it comes to playing the role of invaders.

Having analysed specimens stored at the Museum of Natural History of Verona and the Natural History Museum in Paris, the scientists concluded that the species has colonised European waters 24 years prior to the currently available records.

The problem was that, back in 1985, when the amphipod was first collected from European coasts, it was misidentified as a species new to science instead of an invader native to the North American Atlantic coast.

A closer look into misidentified specimens stored in museum collections revealed that the species has been successfully spreading along the European coastlines.

Male of the invasive amphipod species (Ptilohyale littoralis), sampled in October 2015, from Bay of Arcachon, France.

Moreover, it was predicted that the amphipod could soon reach the Mediterranean due to the high connectivity between the sea and the eastern Atlantic Ocean through the Straits of Gibraltar – a route already used by invasive marine fauna in the past.

In the event that the invader reaches the Mediterranean, it is highly likely for the crustacean to meet and compete with a closely related “sister species” endemic to the region. To make matters worse, the two amphipods are difficult to distinguish due to their appearance and behaviour both being extremely similar.

However, in their paper, the scientists have also provided additional information on how to distinguish the two amphipods – knowledge which could be essential for the management of the invader and its further spread.

The authors believe that their study demonstrates the importance of taxonomy – the study of organism classification – and the role of natural history collections and museums.

“Studying and monitoring biodiversity can acquire great importance in European aquatic ecosystems and coastal Mediterranean areas, where biodiversity is changing due to climate change and invasions of alien species,” Prof Lo Brutto says. “In this context, specific animal groups play a crucial role in detecting such changes and they, therefore, deserve more attention as fundamental tools in biodiversity monitoring.”

“Regrettably, the steadily diminishing pool of experts capable of accurately identifying species poses a serious threat in this field.”

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Original source:

Lo Brutto S, Iaciofano D (2018) A taxonomic revision helps to clarify differences between the Atlantic invasive Ptilohyale littoralis and the Mediterranean endemic Parhyale plumicornis(Crustacea: Amphipoda). ZooKeys, 754: 47-62. https://doi.org/10.3897/zookeys.754.22884

Audit finds biodiversity data aggregators ‘lose and confuse’ data

In an effort to improve the quality of biodiversity records, the Atlas of Living Australia (ALA) and the Global Biodiversity Information Facility (GBIF) use automated data processing to check individual data items. The records are provided to the ALA and GBIF by museums, herbaria and other biodiversity data sources.

However, an independent analysis of such records reports that ALA and GBIF data processing also leads to data loss and unjustified changes in scientific names.

The study was carried out by Dr Robert Mesibov, an Australian millipede specialist who also works as a data auditor. Dr Mesibov checked around 800,000 records retrieved from the Australian MuseumMuseums Victoria and the New Zealand Arthropod Collection. His results are published in the open access journal ZooKeys, and also archived in a public data repository.

“I was mainly interested in changes made by the aggregators to the genus and species names in the records,” said Dr Mesibov.

“I found that names in up to 1 in 5 records were changed, often because the aggregator couldn’t find the name in the look-up table it used.”

data_auditAnother worrying result concerned type specimens – the reference specimens upon which scientific names are based. On a number of occasions, the aggregators were found to have replaced the name of a type specimen with a name tied to an entirely different type specimen.

The biggest surprise, according to Dr Mesibov, was the major disagreement on names between aggregators.

“There was very little agreement,” he explained. “One aggregator would change a name and the other wouldn’t, or would change it in a different way.”

Furthermore, dates, names and locality information were sometimes lost from records, mainly due to programming errors in the software used by aggregators to check data items. In some data fields the loss reached 100%, with no original data items surviving the processing.

“The lesson from this audit is that biodiversity data aggregation isn’t harmless,” said Dr Mesibov. “It can lose and confuse perfectly good data.”

“Users of aggregated data should always download both original and processed data items, and should check for data loss or modification, and for replacement of names,” he concluded.

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Original source:

Mesibov R (2018) An audit of some filtering effects in aggregated occurrence records. ZooKeys 751: 129-146. https://doi.org/10.3897/zookeys.751.24791

A new hope: One of North America’s rarest bees has its known range greatly expanded

The Macropis Cuckoo Bee is one of the rarest bees in North America, partly because of its specialized ecological associations. It is a nest parasite of oil-collecting bees of the genus Macropis which, in turn, are dependent on oil-producing flowers of the genus Lysimachia.

In fact, the cuckoo bee – which much like its feather-bearing counterpart does not build a nest of its own, but lays its eggs in those of other species instead – is so rare that it was thought to have gone extinct until it was collected in Nova Scotia, Canada, in the early 2000s. As a result, the Macropis Cuckoo Bee was brought to the attention of the Committee on the Status of Endangered Wildlife in Canada (COSEWIC).

Recently, an individual reported from Alberta, Canada, brought new hope for the survival of the species. In addition to previously collected specimens from Ontario, this record greatly expands the known range of the cuckoo.

Scientists Dr Cory S Sheffield, Royal Saskatchewan Museum, Canada, who was the one to rediscover the “extinct” species in Nova Scotia, and Jennifer Heron, British Columbia Ministry of Environment & Climate Change Strategy, present their new data, and discuss the conservation status of this species in their paper, published in the open access journal Biodiversity Data Journal.

“This species has a very interesting biology,” they say, “being a nest parasite – or cuckoo – of another group of bees that in turn have very specialized dietary needs.”

Image 2 Macropis on flower

The hosts, bees of the genus Macropis (which themselves are quite rare) are entirely dependent on plants of the primrose genus Lysimachia. Moreover, they only go after those Lysimachia species whose flowers produce oil droplets, which the insects collect and feed to their larvae. Thus, Macropis bees require these oil-producing flowers to exist just like Macropis cuckoo bees need their hosts and their nests. Curiously, this reliance, as suggested by previous studies on related European species, has made the female cuckoos develop the ability to find their host’s nests by the smell of the floral oils.

“This level of co-dependence between flower, bee, and cuckoo bee, makes for a very tenuous existence, especially for the cuckoo,” the authors comment. “The recent specimen from Alberta lets us know that the species is still out there, and is more widespread than we thought.”

In conclusion, the authors suggest that continuing to monitor for populations of rare bees, and documenting historic records, are crucial for conservation status assessments of at-risk species.

Biodiversity Data Journal provides a great venue to share this type of information with our colleagues for regional, national, and international efforts for species conservation,” they note.

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Original source:

Sheffield C, Heron J (2018) A new western Canadian record of Epeoloides pilosulus (Cresson), with discussion of ecological associations, distribution and conservation status in Canada. Biodiversity Data Journal 6: e22837. https://doi.org/10.3897/BDJ.6.e22837

Scientists use forensic technology to genetically document infanticide in brown bears

Modern open-source software helped the researchers identify the male that killed a female and her two cubs

Scientists used a technology designed for the purposes of human forensics, to provide the first genetically documented case of infanticide in brown bears, following the murder of a female and her two cubs in Trentino, the Italian Alps, where a small re-introduced population has been genetically monitored for already 20 years.

The study, conducted and authored by Francesca Davoli, The Italian Institute for Environmental Protection and Research (ISPRA), Bologna, and her team, is published in the open access journal Nature Conservation.

To secure their own reproduction, males of some social mammalian species, such as lions and bears, exhibit infanticidal behaviour where they kill the offspring of their competitors, so that they can mate with the females which become fertile again soon after they lose their cubs. However, sometimes females are also killed while trying to protect their young, resulting in a survival threat to small populations and endangered species.

“In isolated populations with a small number of reproductive adults, sexually selected infanticide can negatively impact the long-term conservation of the species, especially in the case where the female is killed while protecting her cubs,” point out the researchers.

“Taking this into account, the genetic identification of the perpetrators could give concrete indications for the management of small populations, for example, placing radio-collars on infanticidal males to track them,” they add. “Nevertheless, genetic studies for identifying infanticidal males have received little attention.”

Thanks to a database containing the genotypes of all bears known to inhabit the study site and an open-source software used to analyse human forensic genetic profiles, the scientists were able to solve the case much like in a television crime series.

orsa occultata - leggeraUpon finding the three corpses, the researchers were certain that the animals had not been killed by a human. In the beginning, the suspects were all male brown bears reported from the area in 2015.

Hoping to isolate the DNA of the perpetrator, the researchers collected three samples of hairs and swabbed the female’s wounds in search for saliva. Dealing with a relatively small population, the scientists expected that the animals would share a genotype to an extent, meaning they needed plenty of samples.

However, while the DNA retrieved from the saliva swabs did point to an adult male, at first glance it seemed that it belonged to the cubs’ father. Later, the scientists puzzled out that the attacker must have injured the cubs and the mother alternately, thus spreading blood containing the inherited genetic material from the father bear. Previous knowledge also excluded the father, since there are no known cases of male bears killing their offspring. In fact, they seem to distinguish their own younglings, even though they most likely recognise the mother.

To successfully determine the attacker, the scientists had to use the very small amount of genetic material from the saliva swabs they managed to collect and conduct a highly sophisticated analysis, in order to obtain four genetic profiles largely overlapping with each other. Then, they compared them against each of the males reported from the area that year. Eventually, they narrowed down the options to an individual listed as M7.

“The monitoring of litters is a fundamental tool for the management of bear populations: it has allowed the authors to genetically confirm the existence of cases of infanticide and in the future may facilitate the retrieval of information necessary to assess the impact of SSI on demographic trends,” conclude the researchers.

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Original source:

Davoli F, Cozzo M, Angeli F, Groff C, Randi E (2018) Infanticide in brown bear: a case-study in the Italian Alps – Genetic identification of perpetrator and implications in small populations. Nature Conservation 25: 55-75. https://doi.org/10.3897/natureconservation.25.23776

A race against pine: Wood-boring wasp in North America threatened by a Eurasian invader

Invasive species have diverse impacts in different locations, including biodiversity loss, as a result of native species being outcompeted for similar resources. A U.S. research team, led by Dr. Ann Hajek, Cornell University, studied the case of an aggressive Eurasian woodwasp that has recently established in North America and poses a threat to a native species. Their study is published in the open-access journal NeoBiota.

Most woodwasps play an essential part in the forest ecosystem, as they decompose wood, preferring dying or felled trees. They do so by laying their eggs in the wood underneath the tree bark. Curiously, the wasps also deposit a symbiotic fungus and venom that shuts down the tree’s defenses. As the tree weakens, the fungal infestation begins and the the tree starts to rot. When the eggs hatch, the larvae feed on the rotten wood before they emerge. This relationship is called obligate since the survival of the wasp is impossible without the fungal infestation.

IMG_2322Originating from Eurasia, the presence of the invasive species is dangerous because it can kill healthier pines. It has long been established in the southern hemisphere causing economic issues due to its attacks on pines. While pines have been introduced to that part of the world, they are native to North America, where the invasive wasp could be far more devastating.

Now that the invasive woodwasp has already been identified in the States, the scientists seek to find a way to protect its frail competitor, reporting a rapid decline in the North American species.

“We would often observe both species emerging from the same infested pine trees, but the ratios changed with time,” explains Dr. Ann Hajek.

“Shortly after the invasive colonizes an area, the native wasps emerging from the trees would equal the invasive. However, a few years later, the natives started to get fewer and fewer.”

It turned out that the Eurasian woodwasp has larger venom glands and produces more eggs, thanks to its greater body size. Furthermore, it emerges earlier than the North American species, so that it can find and colonize the most suitable trees first. By the time the native species lays its eggs, the authors speculate, most of the preferred trees are already occupied by the invasive, leaving a reduced supply of habitat for the newcomer’s larvae.

“Woodwasps are difficult to study and their biologies are generally poorly understood,” note the authors. “While the native species appears to be outcompeted from pines that both species prefer, it is possible that populations of the native can be sustained in trees less desirable to the invasive or unavailable during the time and place that the invasive is present.”

The scientists call for additional research on the native woodwasp in southeastern pine forests in USA, before the invaders spread to that area with extensive pine forests.

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Original source:

Hajek AE, Henry JC, Standley CR, Foelker CJ (2017) Comparing functional traits and abundance of invasive versus native woodwasps. NeoBiota 36: 39-55. https://doi.org/10.3897/neobiota.36.14953

Pensoft journals integrated with Catalogue of Life to help list the species of the world

While not every taxonomic study is conducted with a nature conservation idea in mind, most ecological initiatives need to be backed by exhaustive taxonomic research. There simply isn’t a way to assess a species’ distributional range, migratory patterns or ecological trends without knowing what this species actually is and where it is coming from.

In order to facilitate taxonomic and other studies, and lay the foundations for effective biodiversity conservation in a time where habitat loss and species extinction are already part of our everyday life, the global organisation Catalogue of Life (CoL) works together with major programmes, including GBIFEncyclopedia of Life and the IUCN Red List, to collate the names of all species on the planet set in the context of a taxonomic hierarchy and their distribution.

Recently, the scholarly publisher and technological provider Pensoft has implemented a new integration with CoL, so that it joins in the effort to encourage authors publishing global taxonomic review in any of the publisher’s journals to upload their taxonomic contributions to the database.

Whenever authors submit a manuscript containing a world revision or checklist of a taxon to a Pensoft journal, they are offered the possibility to upload their datasets in CoL-compliant format, so that they can contribute to CoL, gain more visibility and credit for their work, and support future research and conservation initiatives.

Once the authors upload the dataset, Pensoft will automatically notify CoL about the new contribution, so that the organisation can further process the knowledge and contact the authors, if necessary.

In addition, CoL will also consider for indexing global taxonomic checklists, which have already been published by Pensoft.

It is noteworthy to mention that unlike an automated search engine, CoL does not simply gather the uploaded data and store them. All databases in CoL are thoroughly reviewed by experts in the relevant field and comply with a set of explicit instructions.

“Needless to say that the Species 2000 / Catalogue of Life community is very happy with this collaboration,” says Dr. Peter Schalk, Executive Secretary.

“It is essential that all kinds of data and information sharing initiatives in the realm of taxonomy and biodiversity science get connected, in order to provide integrated quality services to the users in and outside of our community. The players in this field carry responsibility to forge partnerships and collaborations that create added value for science and society and are mutually reinforcing for the participants. Our collaboration is a fine example how this can be achieved,” he adds.

“With our extensive experience in biodiversity research, at Pensoft we have already taken various steps to encourage and support data sharing practices,” says Prof. Lyubomir Penev, Pensoft’s founder and CEO. To better serve this purpose, last year, we even published a set of guidelines and strategies for scholarly publishing of biodiversity data as recommended by our own experience. Furthermore, at our Biodiversity Data Journal, we have not only made the publication of open data mandatory, but we were also the first to implement integrated narrative and data publication within a single paper.”

“It only makes sense to collaborate with organisations, such as Catalogue of Life, to make sure that all these global indexers are up-to-date and serve the world’s good in preserving our wonderful biodiversity,” he concludes.

Researchers find post-fire logging harms Spotted owls

Wildlife ecologists studying the rare Spotted owl in the forests of California have discovered that large, intense wildfires are not responsible for the breeding territory extinction that has been reported recently.

Instead, the researchers found that post-fire logging operations, which are common on both private and national forest lands, were in fact causing the declines in the territory occupancy of this imperiled wildlife species. In areas, where no logging took place following large forest fires, the scientists failed to detect any significant effect in the spotted owls’ territory occupancy or extinction rate.

“This is good news for declining California spotted owls because this is something that we can control–we can make policy decisions to stop post-fire logging operations in spotted owl habitat,” says Dr. Chad Hanson, a research ecologist with the John Muir Project of the Earth Island Institute and the study’s lead author. His team’s article is published in the open access scientific journal Nature Conservation.

The study sheds light on recent large fires, such as the 99,000-acre King fire from 2014 which affected the Eldorado National Forest in the Sierra Nevada Mountains. As a result, spotted owl occupancy declined in the northern portion of the King fire area. However, the present study finds post-fire logging is to blame.

Post-fire logging removes important spotted owl foraging areas in “snag forest habitats” created by patches of intense fire, explain the scientists. These habitats are rich in small mammal species preyed on by the owls, whereas post-fire logging destroys these habitats, causing higher territory extinction rates.

The study also reports that many of the spotted owl territories in the King fire, which were previously described as lost due to the fire, had in fact already been unoccupied for years before it occurred. Other factors acting before the fire turn out to have been responsible for the occupancy changes at these sites.

The scientists’ findings also help to explain why previous research has found very high spotted owl occupancy in the 257,000-acre Rim fire in the Sierra Nevada prior to post-fire logging, which was then followed by a decline in owl territory occupancy after such logging occurred.

“These results were not surprising considering that spotted owls evolved with forest fires, but logging is a new disturbance to which they are not adapted,” says co-author Monica Bond, a wildlife ecologist with the Wild Nature Institute.

Wildlife researcher and co-author Derek Lee, also affiliated with the Wild Nature Institute, adds, “It is time to stop thinking logging will help the forest; we need to take a much more hands-off approach to forest management, so natural processes can be re-established.”

The study’s results coincide with the strong consensus among hundreds of U.S. scientists opposing post-fire logging operations due to a wide range of ecological harms. Pro-logging members of the U.S. Congress have recently pointed to large forest fires as a justification for proposed logging bills that would override most environmental laws and dramatically increase logging, including post-fire logging, on U.S. National Forests and other public lands.

The results of this study indicate that such legislative proposals would contradict scientific evidence, and harm spotted owls populations. Other studies have also indicated that increased logging would substantially reduce forest carbon storage, and increase greenhouse gas emissions, exacerbating climate change.

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Original source:

Hanson CT, Bond ML, Lee DE (2018) Effects of post-fire logging on California spotted owl occupancy. Nature Conservation 24: 93-105. https://doi.org/10.3897/natureconservation.24.20538

Evolutionary Systematics joins Pensoft’s portfolio of open access scholarly journals

Evolutionary Systematics is the latest authoritative journal to join the lines of the open access titles published on the Pensoft-developed technologically advanced journal publishing platform ARPHA.

Launched in 1884 and 1912, respectively, University of Hamburg’s journal Mitteilungen aus dem Hamburgischen Zoologischen Museum und Institut and Entomologische Mitteilungen are now resurrected under the name of Evolutionary Systematics.

Rebranded and refreshed, the journal has acquired a long list of technological user-friendly innovations, while simultaneously keeping its well-known expertise and devotion to whole-organism biology and collection-related research.

Its first issue in collaboration with Pensoft comprises two editorials dedicated to the extensive tradition and the bright future of the journal along with seven articles are already live on the journal’s new website.

Right underneath the new sleek look and feel welcoming users from the journal’s homepage, there are a lot of high-tech perks to benefit authors, readers, reviewers and editors alike.

Thanks to the fast-track and convenient publishing provided by ARPHA, each manuscript is carried through all stages from submission and reviewing to dissemination and archiving without ever leaving the platform’s singular collaboration-friendly online environment.

Furthermore, all publications are available in three formats (PDF, XML, HTML), complete with a whole set of semantic enhancements, so that the articles are easy to find, accessed and harvested by both humans and machines.

“We are happy to have joined forces with Lyubomir Penev and his professional team at Pensoft Publishers, once again now after having already successfully established together Zoosystematics and Evolution as an international journal of the Berlin Natural History Museum,” say editors Prof. Dr. Matthias Glaubrecht, Prof. Dr. Andreas Schmidt-Rhaesa and Dr. Martin Husemann.

“Certainly, I’m pleased to welcome Evolutionary Systematics to the family of Pensoft,” says the publisher’s founder and CEO Prof. Lyubomir Penev. “Combining our own solid experience in scholarly publishing with their amazing background, dating back to 19th century, will definitely benefit not only the two of us as collaborators, but all our present and future readers and users as well.”

Amongst the first papers, there is the description of the Bob Marley’s Intertidal Spider – a new arachnid species that emerged at low tide to the surprise of the research team of Drs. Barbara Baehr, Robert Raven and Danilo Harms. Once the scientists concluded it was a previously unknown species, they were quick to associate it with the reggae legend’s song “High Tide or Low Tide”.

The first issue also features the description of the Grey Wolf Spider – a common, yet enigmatic new species, which prompted the establishment of a new genus all to itself. The inaugural issue goes on to also announce as many as seven species of goblin spiders new to science . Their discovery results from a genus review involving a significant collection from the Otonga Nature Reserve, Ecuador.

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Additional information:

About Pensoft:

Pensoft is an independent academic publishing company, well-known worldwide for its innovations in the field of semantic publishing, as well as for its cutting-edge publishing tools and workflows. In 2013, Pensoft launched the first ever end to end XML-based authoring, reviewing and publishing workflow, as demonstrated by the Pensoft Writing Tool (PWT) and the Biodiversity Data Journal (BDJ), now upgraded to the ARPHA Publishing Platform. Flagship titles include: Research Ideas and Outcomes (RIO), One Ecosystem, ZooKeys, Biodiversity Data Journal, PhytoKeys, MycoKeys, and more.

Special issue: Natura 2000 appropriate assessment and derogation procedure

The focus is on the case-law of the European Court of Justice and the German Federal Administrative Court

With over 27,500 sites, Natura 2000 is the greatest nature conservation network in the world. It covers more than 18 percent of the land area in the European Union and around 395,000 km2 of its marine territory.

Projects and plans within those sites or in their vicinity require an appropriate assessment to ensure that they will not have a significant impact on the integrity of a Natura 2000 site, according to Article 6(3) of the Habitats Directive 92/43/EEC. The Natura 2000 appropriate assessment is the central statutory instrument for the protection of the network, in addition to the general prohibition of deterioration.

An assessment must take place prior to the authorisation and implementation of a project or a plan. As a result of the European Court of Justice (ECJ) having maximised the effectiveness of the assessment by a stringent legal interpretation, a project or a plan must be rejected by the competent authorities if there is any remaining reasonable scientific doubt that it might adversely affect the integrity of the site.

Nevertheless, in accordance with the European principle of proportionality, the Habitats Directive does not intend to ban all human activity in Natura 2000 sites. This is the reason why, on the one hand, only significant adverse impacts on the integrity of a Natura 2000 site are relevant and, on the other, according to Article 6(4) Habitats Directive, a derogating authorisation is possible in favour of public interests.

However, numerous questions, which are relevant in practice, have so far only been considered by national courts. A special issue recently published with the open access journal Nature Conservation features a comprehensive review of the relevant case-law of the German Federal Administrative Court (BVerwG), which has thoroughly dealt with the Natura 2000 regime in a long series of judgements.

The author, Dr. Stefan Möckel of the Helmholtz-Centre for Environmental Research GmbH, Germany, is a long standing specialist in European and German nature conservation law. Within the four articles comprising the issue, he analyses the scope, procedural steps and requirements of the appropriate assessment and the derogation procedure. He also comments on the interpretations and practical solutions found by the ECJ and the BVerwG.

The first article explains the main steps and demands of the appropriate assessment. Questions on the scope of the terms “project” and “plan”, as well as determining significant impacts are discussed in greater detail in the second and third article. The fourth paper explores the requirements needed for a derogation to be approved.

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Original source:

Möckel S (2017) The European ecological network “Natura 2000” and the appropriate assessment for projects and plans under Article 6(3) of the Habitats Directive. In: Möckel S (Ed.) Natura 2000 appropriate assessment and derogation procedure – legal requirements in the light of European and German case-law. Nature Conservation 23: 1-29. https://doi.org/10.3897/natureconservation.23.13599

Möckel S (2017) The terms “project” and “plan” in the Natura 2000 appropriate assessment. In: Möckel S (Ed.) Natura 2000 appropriate assessment and derogation procedure – legal requirements in the light of European and German case-law. Nature Conservation 23: 31-56. https://doi.org/10.3897/natureconservation.23.13601

Möckel S (2017) The assessment of significant effects on the integrity of “Natura 2000” sites under Article 6(2) and 6(3) of the Habitats Directive. In: Möckel S (Ed.) Natura 2000 appropriate assessment and derogation procedure – legal requirements in the light of European and German case-law. Nature Conservation 23: 57-85. https://doi.org/10.3897/natureconservation.23.13602

Möckel S (2017) The European ecological network “Natura 2000” and its derogation procedure to ensure compatibility with competing public interests. In: Möckel S (Ed.) Natura 2000 appropriate assessment and derogation procedure – legal requirements in the light of European and German case-law. Nature Conservation 23: 87-116. https://doi.org/10.3897/natureconservation.23.13603