Photo credit © 2007 by North American Hydro Holdings Inc., Photo by Brian Holbrook, Bird’s Eye Aviation

Enhancing Lake Passage at Hydroelectric Facilities in the Great Lakes: Results of a Workshop Sponsored by the Great Lakes Fishery Trust

February 1–2, 2011

Reported by

Mark A. Coscarelli Robert F. Elliott Patrick S. Forsythe Mark E. Holey Great Lakes Fishery Trust U.S. Fish and Wildlife Service U.S. Fish and Wildlife Service U.S. Fish and Wildlife Service Green Bay Fish and Wildlife Green Bay Fish and Wildlife Green Bay Fish and Wildlife Conservation Office Conservation Office Conservation Office Contents

Executive Summary...... 2

Great Lakes Fishery Trust Background...... 3 Mission and Vision Statement...... 3 Accomplishments to Date...... 3

Workshop Proceedings...... 4 Introduction...... 4 Workshop Organization, Goal, and Objectives...... 5 Workshop Organization...... 5 Workshop Goal...... 5 Workshop Objectives ...... 5 Summary of Prepared Presentations...... 6 Global Perspective of Sturgeon Population Status...... 6 Biological Factors Related to Sturgeon Passage...... 7 Technical Challenges Related to Sturgeon Passage...... 7 Remnant Lake Sturgeon Populations and Hydroelectric Facilities in the Great Lakes...... 8 Building a Framework for Lake Sturgeon Passage...... 9 Research Framework for Enhancing Passage Success...... 11 Future Initiatives...... 12

Literature Cited...... 13

Appendix A: GLFT-Sponsored Projects ...... 14

Appendix B: Agenda ...... 16

Appendix C: List of Participants and Organizers ...... 17

Appendix D: Evaluation and Emerging Issues ...... 19 Executive Summary

The Great Lakes Fishery Trust (GLFT) sponsored a Lake sturgeon behavior during migration and workshop on February 1–2, 2011, in Detroit, Michigan, passage: Specific research activities in this category to identify the knowledge gaps and resulting research may include telemetry studies that seek to determine needs to successfully provide passage for Great Lakes if upstream/downstream migratory routes are random lake sturgeon at hydroelectric facilities. Workshop or based on stream flow or the behavior of adults and results will assist the GLFT Board of Trustees and juveniles after entering impoundments. the Scientific Advisory Team in the development of a directed research grant program to help facilitate pas- Physiological consequences of passage: Recent work sage of lake sturgeon within tributaries of the Great suggests that passage compromises the physiological Lakes. condition of sturgeon in general, but individual stur- geon do recover well from a single passage attempt. Forty workshop participants identified many knowl- Research in this category would benefit from studies edge gaps that limit our ability to successfully pass seeking to determine the physiological impacts of lake sturgeon at hydroelectric facilities. Gaps receiv- multiple passage attempts including trap and transfer ing the most attention during breakout discussion techniques, and differences related to size, sex, and groups included but were not limited to: reproductive condition. zz search patterns and guidance mechanisms used Passage design, technology, implementation, and by adult and juvenile lake sturgeon during up- development of operational windows: There are stream/downstream migration; many inventive engineering solutions that can be ap- zz characteristics of entrances/exits (i.e., size, mor- plied to lake sturgeon passage efforts. However, the phology) of volitional or technical fish ways that implementation of these solutions would be greatly promote movement; enhanced with studies seeking to tie specific tech- zz the role of attraction flows, substrate size, dis- nologies with survival rates of adults, juveniles, and solved oxygen, ambient light, time of day, and larvae. temperature in passage success; Advancement of technologies that improve assess- zz abiotic (i.e., river flow) and biotic (i.e., presence/ ment and monitoring: Perhaps one of the largest gaps absence of other individuals) motivational cues as to lake sturgeon passage involves how to measure a function of sex, age or size, reproductive stage, success. Thus, research attempting to deploy novel and physiological condition of individuals; techniques to quantify movement and theoretical or zz the ultimate fate of adult lake sturgeon that are empirical research attempting to tie passage efforts to successfully passed upstream/downstream versus population level parameters (i.e., recruitment) would those that fail; and be desirable. zz methods that best time upstream migration with opportunities that allow individuals to achieve Participants also learned about the role of the GLFT in reproductive success. lake sturgeon rehabilitation, the current global status of sturgeon species, technical and behavioral consid- There was general consensus among participants erations learned from passage efforts implemented for that a lack of focused research on strategies to pass other species, and the current status of lake sturgeon lake sturgeon over dams limits the ability of manag- population and hydroelectric facilities that block mi- ers to achieve passage goals. A synthesis of the gap gration in Great Lakes tributaries. A post-workshop in knowledge led to a research framework targeted evaluation provided to participants generally indicated to reduce uncertainties of successful sturgeon pas- that the planning and steering committee acquired an sage (i.e., upstream migration of adults, downstream excellent cross-section of individuals from industry, migration of adults, downstream migration of larvae research, and management. The largest proportion of and juveniles). This framework includes the following participants also felt that the goals of the workshop categories: were adequately met.

2 3 Great Lakes Fishery Trust Background

The Great Lakes Fishery Trust (Trust) was created in Lake Michigan fishery resulting from the operation 1996 as a result of a settlement agreement to mitigate of the Ludington Pumped Storage Plant. The GLFT for the unavoidable fish losses from the operation of envisions the Great Lakes as supporting a sustainable the Ludington Pumped Storage Hydroelectric facility and diverse fishery that meets the needs of the Great located on Lake Michigan near Ludington, Michigan, Lakes community in terms of a healthy environment, co-owned by Consumers Power and Detroit Edison wholesome food, recreation, employment, commerce, utilities. Grant funds awarded under the agreement and preservation of its cultural heritage. The GLFT give preference to Lake Michigan projects with a fo- will dedicate its assets to fostering realization of this cus on the following activities: vision, particularly for Lake Michigan. The guiding principle of the GLFT is to consider the total environ- zz Research directed at increasing the benefits asso- ment, recognizing the connections in the chemical, ciated with Great Lakes fishery resources physical, and biological processes of the Great Lakes zz Rehabilitation of lake trout, lake sturgeon, and ecosystem as well as the human uses and values as- other fish populations sociated with this magnificent resource. The GLFT zz Protection and enhancement of fisheries habitat, recognizes that public understanding of, and involve- including Great Lakes wetlands ment in, Great Lakes fishery management is essential zz Public education concerning the Great Lakes to successfully attaining its objectives. fisheries zz Acquisition of property for the above purposes, or to provide access to the Great Lakes fisheries Accomplishments to Date As provided in the settlement agreement, the GLFT Grants to mitigate fish losses totaled more than $50 was established as a private, nonprofit corpora- million dollars from 1998–2010; approximately 61 tion that answers to a Board of Trustees comprised percent of the grant money was awarded to projects of representatives from the Michigan Department with connection to restoring healthy ecosystems and of Natural Resources, the office of the Michigan sustainable fish populations, including sturgeon; 22 Attorney General, the Michigan National Wildlife percent was awarded to projects that provide access to Federation, Grand Traverse Band of Ottawa and the fishery; and 15 percent went to projects that sup- Chippewa Indians, the Michigan United Conservation port Great Lakes stewardship. The GLFT has worked Clubs, and the U.S. Fish and Wildlife Service. Using cooperatively with research institutions; state, tribal, funds derived from the settlement, the GLFT con- and national management agencies; regional authori- tracts administrative and management support ser- ties; and private foundations to maximize the effec- vices through Public Sector Consultants Inc., a firm tiveness of its grant programs and encourage collabo- based in Lansing, Michigan. ration. Since 2000, the GLFT has also funded semi- annual sturgeon coordination meetings designed to convene lake sturgeon researchers and fisheries man- agers to better understand the most pressing research Mission and Vision Statement questions for rehabilitation. GLFT has invested over The mission of the GLFT is to provide funding to $4 million in the rehabilitation of lake sturgeon popu- enhance, protect, and rehabilitate the Great Lakes lations to date. By 2020, the GLFT will have invested Fishery. The GLFT will manage its resources to nearly $100 million to protect and restore the Great compensate for the lost use and enjoyment of the Lakes fishery.

2 3 Workshop Proceedings

Introduction Lake sturgeon were historically widespread across Over the past ten years, GLFT-funded projects have the Great Lakes basin with individuals using most of made substantial progress toward reducing the un- the major tributaries for reproduction in the spring. certainty with regard to these impediments (see Populations declined dramatically beginning in the Literature Cited; Appendix A). For example, remnant 1800s due to anthropogenic activities such as over- lake sturgeon populations have been surveyed and fishing pollution and the construction of dams that recent estimates of adult spawning stock and levels changed natural river flows and associated aquatic of recruitment are available. Movement patterns and environments. Numbers of lake sturgeon are now behaviors of adults (i.e., natal homing for spawning), estimated to be at < 1 percent of historic levels with and the cues individuals use to time reproduction many populations showing little or only limited signs have been quantitatively evaluated. Habitat require- of natural recovery. ments for all life stages, estimates of mortality, and the sources limiting survival early in life are better At a workshop held in mid-2000 sponsored by the understood. Propagation strategies are now guided Great Lakes Fishery Trust, 45 individuals from state, by specific life history requirements and behavior of federal, provincial, and tribal natural resource agen- the species (i.e., natal stream-side rearing to promote cies identified four major impediments to rehabilita- homing). Further, collection methods that maximize tion of lake sturgeon populations including: (1) a lack genetic diversity and maintain the genetic integrity of adequate knowledge of the status (i.e., numerical of remnant populations, and release strategies that abundance and levels of annual reproduction) and promote high survival rates have been implemented distribution of remnant populations; (2) a lack of basin-wide. sufficient understanding of habitat constraints through- Practices that seek to main- out the life cycle, the role of tain stable river flows dur- habitat structure in popula- ing spawning have also tion regulation, and other been improved in the past barriers to reproductive decade. However, many hy- success; (3) a lack of sus- droelectric facilities remain tainable and cost-effective in place, blocking migrating artificial propagation tech- adults from reaching historic niques and associated strate- spawning areas and reduc- gies to accelerate recovery; ing miles of in-stream larval and (4) a lack of adequate and juvenile nursery habitat; fish passage technologies for these facilities are likely the greatest impediment to lake lake sturgeon in areas where Photo courtesy of Patrick Forsythe. dams form barriers to up- sturgeon populations reaching stream migrants and downstream movement of adults the density and age structure characteristic of healthy/ and offspring. The GLFT used the proceedings from restored levels (see the 2000 Workshop Proceedings). this meeting to guide its funding strategies for lake Additionally, the design, development, and implemen- sturgeon rehabilitation. Subsequent GLFT-sponsored tation of structures that pass lake sturgeon around hy- biannual meetings have provided a forum to foster droelectric facilities are comparatively lacking. More communication and exchange of information relat- specifically, very few solutions for accomplishing suc- ing to the study, management, and restoration of lake cessful upstream and downstream sturgeon passage sturgeon in the Great Lakes Basin, and also to address have been tested through a systematic examination of priority research and assessment needs and selected variation in physical stream conditions and technical emerging issues. modifications that best interact with the complex be- havior of migrating adults, juveniles, and larvae.

4 5 The GLFT’s goal in sponsoring this workshop was zz Define the characteristics of effective upstream to advance lake sturgeon restoration by focusing its and downstream passage of lake sturgeon over resources on, and encouraging others to carry out a dams research agenda that can reduce the impact of hydro- zz Synthesize the existing knowledge of successful electric facilities on the overall goal of lake sturgeon sturgeon passage efforts in the Great Lakes and restoration in the Great Lakes. While we recognize elsewhere that other passage issues exist (e.g., natural barriers zz Foster communications among lake sturgeon re- or low-head dams), the development of this agenda searchers and managers and hydroelectric com- was intended to foster collaboration among resource panies by providing an opportunity for formal managers, planners, scientists, and industry repre- and informal interactions sentatives with the background, experience, and tools zz Develop a research strategy to overcome impedi- necessary to identify the major gaps in knowledge re- ments to effective sturgeon passage jointly among lated to barriers caused by power generation. government and hydroelectric companies zz Provide a report on the workshop proceedings to the GLFT that can be used to guide future fund- Workshop Organization, ing decisions Goal, and Objectives Facilitated discussion groups were used as the primary Workshop Organization tool to accomplish the objectives and achieve the goal of the Lake Sturgeon Passage Workshop. A social event The workshop was organized by a steering commit- was held on the evening of Day 1 (February 1), during tee convened with input from the GLFT Scientific which time participants shared informal discussion Advisory Team. Members of the steering committee and informational materials on their sturgeon activi- were: Mark Holey, U.S. Fish and Wildlife Service ties that included copies of published and unpublished project leader and Scientific Advisory Team (SAT) reports, posters, and looped video presentations (see member; Mark Coscarelli, Great Lakes Fishery Appendix B). Forty attendees participated in the group Trust manager; Gary Dawson and Scott DeBoe from discussions (see Appendix C). The demographics of Michigan Consumers Energy and SAT members; the participants included representatives from federal Paul Jacobson, Electric Power Research Institute; Rob (USFWS; USACE; USDOE; USGS), state (Wisconsin Elliott and Patrick Forsythe, fisheries biologists from DNR; Michigan DNR; Minnesota DNR) and provin- the U.S. Fish and Wildlife Service in Green Bay; and cial (OMNR; DFO - Canada) natural resources agen- Joe Koonce from Case Western Reserve University. cies, U.S. national and federal research laboratories Amy Rittenhouse of Public Sector Consultants as- (Oak Ridge; Conte; EPRI), universities (Michigan sisted the steering committee with technical support Tech; University of California; Carleton University; and execution of the workshop. University of Guelph) and private industry organiza- tions, including North American Hydro, Stantec Inc., Workshop Goal Michigan Consumers Energy, We Energies, Ontario Power Generation Inc., Manitoba Hydro, Kleinschmidt Identify the knowledge gaps that limit our ability to Associates, and provide effective upstream and downstream passage Inter-Fluve, Inc. of all life history stages of lake sturgeon at hydroelec- A summary of tric facilities in the Great Lakes. the issues and identification of emerging issues Workshop Objectives is provided in zz Identify impediments and knowledge gaps to ef- Appendix D. fectively provide upstream and downstream pas- sage of lake sturgeon at hydroelectric facilities zz Identify and prioritize a list of research and man- agement questions that need to be answered to Photo courtesy of Patrick Forsythe. provide effective passage of lake sturgeon

4 5 Summary of Prepared Bay, and St. Lawrence River (2 species); Northwestern Atlantic (2 species); Northeastern Atlantic (2 species); Presentations Ponto-Caspian Region (11 species); Siberia and Arctic Ocean (2 species); Amur River, Sea of Okhotsk, and Global Perspective of Sturgeon Sea of Japan (3 species); and China (3 species). For Population Status all species reported (see Exhibit 1), in-stream barriers Dr. Paul Jacobson, head of marine and hydroki- including hydroelectric facilities are thought to be the netic energy research at the Electric Power Research primary source of decline because most either restrict Institute, presented data on the global status of stur- migration of spawning adults or reduce the amount geon populations. Following Bemis and Kynard of downstream nursery habitat. Although passage (1997), Dr. Jacobson reported on the current IUCN efforts have been implemented worldwide, global (i.e., International Union for Conservation of Nature; efforts to research different passage techniques and http://iucn.org/) status of Acipenserform species from collect data using long-term monitoring after passage nine biogeographic regions worldwide including: the implementation lag behind comparable projects for Northeastern Pacific (2 species), Mississippi River, jumping migratory fish (e.g., trout and salmon), ac- and Gulf of Mexico (5 species); Great Lakes, Hudson cording to Dr. Jacobson.

EXHIBIT 1. List of Sturgeon and Species

International Union for Species Conservation of Nature Status Trend* Adriatic sturgeon, naccarii Endangered Decreasing Alabama sturgeon, Scaphirynchus suttkusi Endangered Decreasing , Polyodon spathula Vulnerable Unknown Amur sturgeon, Acipenser schrenckii Endangered Decreasing Atlantic (Baltic) sturgeon, Acipenser sturio Endangered Decreasing Atlantic sturgeon, Acipenser oxyrinchus oxyrinchus Vulnerable Increasing Beluga, huso Endangered Decreasing , Psephurus gladius Endangered Unknown Chinese sturgeon, Acipenser sinensis Endangered Decreasing Dwarf sturgeon, Pseudoscaphirynchus hermanni Endangered Decreasing False shovelnose sturgeon, kaufmanni Endangered Decreasing Green sturgeon, Acipenser medirostris Near threatened Stable Gulf sturgeon, Acipenser oxyrinchus desotoi Near threatened Increasing Kaluga, Huso dauricus Endangered Decreasing Lake sturgeon, Acipenser fulvescens Least concern Increasing Pallid sturgeon, albus Endangered Decreasing Persian sturgeon, Acipenser persicus Endangered Decreasing Russian sturgeon, Acipenser gueldenstaedtii Endangered Decreasing Sakhalin sturgeon, Acipenser mikadoi Endangered Decreasing Ship sturgeon, Acipenser nudiventris Endangered Decreasing Shortnose sturgeon, Acipenser brevirostrum Vulnerable Decreasing Shovelnose sturgeon, Scaphirhynchus platorynchus Vulnerable Decreasing Siberian sturgeon, Acipenser baerii Endangered Decreasing Stellate sturgeon, Acipenser stellatus Endangered Decreasing Sterlet, Acipenser ruthnus Vulnerable Decreasing Syr-darya shovelnose, Pseudoscaphirhynchus fedtschenkoi Endangered Decreasing White sturgeon, Acipenser transmontanus Least concerned Stable Yangtze sturgeon, Acipenser dabryanus Endangered Decreasing

*Trends in growth are based on currently available monitoring data.

6 7 Biological Factors Related Technical Challenges Related to Sturgeon Passage to Sturgeon Passage Dr. Henriette (Yetta) Jager, Oak Ridge National Mike Parsley, a fishery research biologist and project Laboratory, and Dr. Joe Cech, Professor Emeritus, lead at the USGS’s Western Fisheries Research Center, University of California at Davis, presented informa- Columbia River Research Laboratory, and Dr. Rob tion on theoretical (i.e., modeling) and empirically McLaughlin, Assistant Professor at the University tested biological factors related to sturgeon passage of Guelph in the Department of Integrative Biology, efforts. synthesized information on the various technical challenges related to sturgeon passage as well as the Dr. Jager discussed how habitat fragmentation by unintended consequences, tradeoffs, and assessment dams influences population persistence using white and monitoring needs. sturgeon in the Snake River as a case study. Dr. Jager’s work stressed the importance of passage by Mike Parsley began his presentation of technical chal- showing that fragmented stream habitats, created by lenges by highlighting that the site-specific biological loosely spaced dams, can turn a healthy source popu- requirements for successful reproduction in lake stur- lation into a metapopulation of sinks with signifi- geon (e.g., upstream passage of adults to spawning cantly lower long-term viability. Reasons for this may sites and downstream passage of adults, larvae and include insufficient free-flowing habitat for spawning juveniles) will largely dictate the operational win- or refuge, Allee effects (decline in individual fitness at dows for passage efforts. Operational windows and low population size), lower probabilities of successful tributary-specific needs are important because of the recruitment, and increased vulnerability to catastro- different challenges associated with effectively guid- phes. Dams also imposed a heavy penalty in terms ing and attracting individuals to volitional upstream of population persistence as the probability of turbine and downstream passage routes or trap and haul fa- strike and entrainment mortality increased (i.e., due cilities. Ladders, nature-like bypasses, or elevators for to an increase in trash-rack spacing). Ultimately, Dr. upstream passage must also have conditions suitable Jager’s modeling showed that symmetric upstream for exit/release above barriers and grades necessary and downstream passage provides the greatest net to prevent impingement, delays in migration, and benefit to sturgeon population persistence; however, unintended fallback after passage: design parameters the level of benefit may depend of the attributes of the that are largely un- segments to be reconnected (i.e., long vs. short). known for upstream passage of stur- The objectives of Dr. Cech’s portion of this co-au- geon. Likewise, op- thored presentation were to illustrate the success and erational windows, stress response of adult white sturgeon to a “sturgeon routes of movement, compatible” fish ladder. Results from Dr. Cech’s labo- guidance, and at- ratory work showed that adult white sturgeon gener- traction flows must ally exhibit burst swimming during passage and can also be considered negotiate a structure with peak water velocities up to for downstream pas- 2.0 meters/second (> 0.45 m/s attraction flows) over sage. For example, 24.4 meters at 4 percent bed-slope in < 131 seconds. many hydroelectric However, the highest percentage of successful pas- facilities require sage (63 percent) occurred with aligned passage slots, adult sturgeon to as- deeper tail pool depths, and with individuals in great- cend the water col- er health (Cocherell et al. 2011). Sturgeon also showed umn to enter open Photo courtesy of Rob Elliott. significant physiological responses to passage in spillways for downstream passage. Yet knowledge terms of decreased plasma pH, and increased plasma of the timing and whether lake sturgeon, a benthic cortisol, and lactate concentrations. Yet, these stress orientated species, is behaviorally capable of com- responses generally were not detectable in the test fish pleting passage in this way are unknown. Dispersing 24 hours after its passage experiment was concluded. larvae, juveniles, and some adult lake sturgeon can pass through trash racks and thus pass downstream

6 7 through operating turbines. However, mortality rates Of populations associated with tributaries with open of passage in this manner have not been evaluated. and direct connection to the Great Lakes, approxi- The use of bypass channels for downstream passage mately ten have moderate and stable numbers (i.e., have also not been evaluated in natural settings, leav- ≥ 200–500 individuals in the annual spawning run) ing little design criteria for construction activities. including the Menominee and Peshtigo Rivers, and many including the Manistee, Muskegon, Kalamazoo, There are also unintended consequences of upstream Fox, and Oconto, Rivers are classified as small (i.e., ≤ and downstream passage including expansion of this 100) and of concern in terms of their long-term viabil- range of invasive species and diseases, increased pre- ity (Exhibit 2). Many tributaries where sturgeon were dation, and elevated mortality due to fishing or poach- thought to spawn historically currently have only oc- ing, according to Dr. McLaughlin. The technical chal- casional or incidental observations of sturgeon with lenges associated with these consequences range from no known reproduction, or individuals are considered designs that can effectively exclude exotics and dis- extirpated entirely (see 2000 Workshop Proceedings eased fish from using fishways, and include methods to deter predation and mortality from fish- ing and poaching of migrating sturgeon. EXHIBIT 2. Lake Michigan Tributaries with Known Spawning Populations, No Known Reproduction, In this presentation, McLaughlin and and Presumed Extirpated Populations Parsley also discussed the need for design and construction activities to provide for infrastructure that enables quantitative monitoring of fish movements and passage effectiveness such as passive integrated tag antenna arrays, and forebay and tail- race collection of juvenile and adult lake sturgeon. Construction, monitoring, and assessment protocols would also be best served placed in a framework that promotes adaptive management, as the first option se- lected for passage may not be the best one.

Remnant Lake Sturgeon Populations and Hydroelectric Facilities in the Great Lakes Rob Elliott, lake sturgeon biologist with the U.S. Fish and Wildlife Service in Green Bay, summarized the distribution and status of lake sturgeon populations and characteristics of hydroelectric facilities on tributaries across the Great Lakes with emphasis on Lake Michigan. According to Mr. Elliott, there are currently four large concentrations of lake sturgeon in the Great Lakes basin where adult numbers exceed 5,000 individuals (e.g., Lake Winnebago, Lake St. Clair, and portions of the Ottawa River and the St. Lawrence River are either separated from the Great Lakes proper or are using large interconnecting Great Lakes waterways). SOURCE: Map created by Rob Elliott (U.S. Fish and Wildlife Service) using satellite image from Google Maps.

8 9 for further details; Figure 1; Exhibit 2). However, ef- than is routed through the power house, a free-flowing forts to rehabilitate extirpated or depleted populations section at the base of the dam, and an impoundment are ongoing at several locations via streamside rearing on the upstream side. However, the number and prox- and stocking. imity of dams on a single tributary, the presence and size of power canals, the amount of unrestricted river Lake Michigan tributaries that support annual spawn- miles to the first barrier and historic spawning areas, ing runs, have evidence of successful natural recruit- differences in river flow volume and channel width, ment, and thus may be candidates for future passage impoundment size, degree of separation between the efforts, are provided in Exhibit 3. Hydroelectric fa- power house and power canal, and proximity of other cilities sited on these Lake Michigan tributaries have dams (Exhibit 2) are notable variations in terms of similar features including a relatively low head (< 30 implementing future passage efforts, according to feet), a spillway that can seasonally pass more water Mr. Elliott.

EXHIBIT 3. Estimated Population Size of Lake Sturgeon for Nine Lake Michigan Tributaries with Facilities that Block Access to Historic Spawning or Nursery Habitat

Estimated annual spawning Sample hydroelectric dams Lake Michigan tributary population size that block access to historic sturgeon habitat* Fox River 50–75 De Pere Kalamazoo River 20–42 Allegan Manistee River 21–66 Tippy, Hodenpyl Menominee River 500 Menominee, Park Mill 250 Grand Rapids, White Rapids, Chalk Hill Muskegon River 60–100 Croton, Hardy Oconto River 50 Stiles, Lower Oconto Falls, Upper Oconto Falls Peshtigo River 200 Peshtigo, Potato Rapids St. Joseph River Unknown (few) Barrien Springs Wolf River 20,000 Shawano, Balsam Row

*Hydroelectric dams are listed in sequential order (downstream to upstream) and provide examples of structural configurations typical of the lower-most dams that occur within the historic lake sturgeon migration corridor within these rivers.

Building a Framework for Lake Sturgeon Passage Using the foundation of information provided by the impoundment size, dam height, sequential order of the focal presentation, four workshop discussion groups focal structure (i.e., first vs. upstream barrier to mi- were asked to identify and expand upon the range of gration), and proximity of other facilities. Participants knowledge gaps that limit our ability to successfully were further asked to think about how variation in pass lake sturgeon at hydroelectric facilities. There dam structure and river placement dictates opera- was little attempt by the discussion group leaders tional windows and interacts with sturgeon life stages (Mark Coscarelli, Rob Elliott, Patrick Forsythe, and including upstream and downstream movement of Mark Holey) to filter suggestions identified by the adults and outmigration of larvae and juveniles. participants. However, participants on Day 1 were encouraged to think generally about knowledge gaps On Day 2 of the workshop, breakout discussion groups across the diversity of barrier types and plausible sce- were given concrete examples to discuss in the form of narios, such as dams with and without power canals, the Chalk, Grand Rapids, Menominee, Park Mill, and

8 9 White Rapids Dams, five hydroelectric facilities on et al. 2008; Bott et al. 2009), a factor contributing to the Menominee River, Wisconsin (see Exhibit 2). This drastic population decline. The Menominee River his- system was provided as a model system by the plan- torically contained river flows and ample sediment- ning and steering committee to illustrate the diver- free substrate in its headwater reaches; ideal habitat to sity of hydroelectric facility types in the Great Lakes, support lake sturgeon spawning behavior and protec- and the complexity of passage issues relative to other tion of embryos and larvae. The summary that follows Lake Michigan priority areas discussed. Today, these represents a synthesis by the steering committee of five hydroelectric facilities also prevent an estimated the many knowledge gaps, provided here in the form 2,000 genetically identifiable (i.e., unique) lake stur- of questions suggested during both days and provided geon from reaching upstream natal spawning habitats via a post-workshop evaluation survey (see Exhibit 4 on the Menominee River (DeHaan et al. 2006; Welsh and Appendix D).

EXHIBIT 4. Knowledge Gaps to Lake Sturgeon Passage Efforts at Hydroelectric Facilities in Great Lakes Rank Ordered by Number of Groups that Listed the Gap

Number of Knowledge gaps groups How can lake sturgeon passage efforts be monitored, how should effectiveness be defined, and 4 can passage structures be built in a modular/adaptable way based on applied experience? Are search patterns of adult and juvenile lake sturgeon during upstream/downstream migratory 4 routes random or based on stream flow, and do guidance mechanisms vary as a function of river size? What methods are most effective in guiding individuals into a fishway, are there characteristics 4 (i.e., size, morphology) of openings/exits that promote movement, and what is the role of attraction flows, substrate size, dissolved oxygen, ambient light, time of day, and temperature in passage success? Can sturgeon passage efforts be co-implemented to accommodate other native migratory fish 4 species, what mechanisms should be deployed to exclude invasives including pathogens, and how should control efforts be monitored? What is the ultimate fate of adult lake sturgeon that are successfully passed upstream versus 4 those that fail, and what passage methods best time upstream migration with opportunities that achieve reproductive success? How does the size, shape, slope, water depth, number of resting areas, or loops in volitional 4 passageways relate to the behavior and physiological condition of adult lake sturgeon during and after upstream passage? What are the physiological/reproductive consequences of single vs. multiple volitional passage 4 attempts, and how does this compare with holding times associated with trap and transfer or elevator passage techniques? What are the roles of impoundment and river size, natural abiotic variation including dissolved 4 oxygen, and winter drawdown on probabilities of upstream/downstream passage and the survival rates of adult, juvenile, and larvae? What engineering strategies (e.g., turbine design, trash-rack spacing, surface vs. subsurface 4 passage, downstream bypass channels, power canals) reduce delay and impingement and increase survival of adults, juveniles, and embryonic larvae? If annual flow levels (hydrologic year) are predictive of lake sturgeon recruitment, can operational 2 flow rates/spillway modifications be timed to increase passage success and do the scenarios change during high water vs. low water years? Do the abiotic (i.e., river flow) and biotic (i.e., presence/absence of other individuals) motivational 2 cues to enter/exit passage structures vary as a function of sex, age or size, reproductive stage, and physiological condition of individuals?

10 11 Research Framework for Enhancing Passage Success The knowledge gaps identified by discussion groups and monitoring of passage efforts. We believe that an during the workshop were very similar despite the di- integrated research approach based on these funda- verse background of participants. Our synthesis across mental program areas will enhance the probability of knowledge gaps receiving the greatest attention dur- deploying successful passage efforts and promote col- ing breakout discussions also indicated a consolida- laboration and partnerships that can bridge the diver- tion of uncertainty into several programs of research sity of knowledge gaps in each area. Each can be also (i.e., a framework) across the sequences of passage be supported by the Great Lakes Fishery Trust. The including (1) lake sturgeon behavior during migration flow chart provided below (Exhibit 5) expands upon a and passage, (2) physiological consequences of pas- few likely research priorities and highlights a number sage, (3) passage design, technology, implementation, of fundamental questions/uncertainties discussed by and development of operational windows, and (4) ad- workshop participants: vancement of technologies that improve assessment

EXHIBIT 5. Programs of Research (top row) and General Uncertainties Regarding Lake Sturgeon Passage Efforts in the Great Lakes Discussed by Workshop Participants

SOURCE: U.S. Fish & Wildlife Service, Patrick Forsythe, March 2011.

10 11 Future Initiatives The GLFT wishes to thank all the participants and als that address knowledge gaps related to behavior, those involved in the organization of this sturgeon physiology, technology, and assessment/monitoring passage workshop. A great group of experts was as- activities, and at the same time work to forge long- sembled and the GLFT sincerely appreciates your term partnerships among agencies, academia, and the willingness to share your views on the unmet research private sector to the benefit of lake sturgeon restora- needs to provide effective passage of lake sturgeon tion in the Great Lakes basin. The GLFT hopes to en- over dams and hydropower facilities. courage collaborative efforts between research orga- nizations and/or management agencies. The funding Research needs identified by the workshop discussion guidelines of the GLFT are sufficiently flexible to ac- groups share a common purpose, to identify and re- commodate a wide range of cooperative arrangements solve impediments and knowledge gaps to rehabilita- under a single proposal or as a series of independent tion of lake sturgeon in Lake Michigan and the Great projects. Lakes and to assist the evaluation of priorities for their removal. The research needs and priorities identified Because of the longevity of lake sturgeon and the during the workshop provide a range of alternatives complexity of its natural history, rehabilitation and for the support of sturgeon research and rehabilitation management pose long-term challenges. The GLFT by the Great Lakes Fishery Trust. is confident, however, that its investments now in ac- tivities that lay a sound scientific foundation will help Going forward, it is anticipated that the GLFT’s guide future management and rehabilitation decisions Scientific Advisory Team will review the workshop for decades to come. proceedings with a view toward soliciting propos- Photo courtesy of Rob Elliott.

Photo courtesy of Rob Elliott.

Photo courtesy of Rob Elliott.

12 13 Literature Cited

Baker, E. A. 2006. Lake Sturgeon distribution and * DeHaan, P., S. Libants, R. F. Elliott, and K.T. status in Michigan, 1996–2005. Michigan Scribner. 2006. Genetic population struc- Department of Natural Resources, Fisheries ture of remnant lake sturgeon popula- Technical Report 2006-4, Ann Arbor, tions in the upper Great Lakes basin. Mich.: MDNR. [Online, accessed 5/12/11.] Transactions of the American Fisheries Available: http://www.michigan.gov/docu- Society 135:1478–1492. ments/dnr/2006-4tr_185815_7.pdf Elliott, R. F. 2008. Status and trends of lake stur- Bemis, W., and B. Kynard. 1997. Sturgeon rivers: geon. In D. F. Clapp and W. Horns, eds., an introduction to acipenseriform bioge- The State of Lake Michigan in 2005,Great ography and life history. Environmental Lakes Fish. Comm. Spec. Pub. 08-02, 41– Biology of Fishes 48: 167–183. 47. [Online, accessed 5/12/11.] Available: http://www.glfc.org/pubs/SpecialPubs/ Bott, K., G. W. Kornely, M. C. Donofrio, R. F. Elliott, Sp08_2.pdf. and K.T. Scribner 2009. Mixed-stock anal- ysis of lake sturgeon in the Menominee * Welsh, A., T. Hill, H. Quinlan, C. Robinson, River sport harvest and adjoining waters of and B. May. 2008. Genetic assessment of Lake Michigan. North American Journal of lake sturgeon population structure in the Fisheries Management 29:1636–1643. Laurentian Great Lakes. North American Journal of Fisheries Management 28: Cocherell, D.E., A. Kawabata, D.W. Kratville, S.A. 572–591. Cocherell, R.C. Kaufman, E.K., Anderson, Z.O. Chen, H. Bandeh, M.M. Rotondo, R. Padilla, R. Chruchwell, M.L. Kavvas, and * Indicates projects that received GLFT funding. J.J. Cech, Jr. 2011. Passage performance and physiological stress response of adult white sturgeon ascending a laboratory fish- way. Journal of Applied Ichthyology 27:327 – 334.

12 13 Appendix A: GLFT-Sponsored Projects

Reports Theses and Dissertations Elliott, R. F., and B. J. Gunderman. 2008. Assessment Crossman, J. A. 2008. Evaluating collection, rearing of remnant lake sturgeon populations in the and stocking methods for Lake Sturgeon Green Bay basin, 2002–2006. Final report Acipenser fulvescens restoration pro- to the Great Lakes Fishery Trust. Project No. grams in the Great Lakes. PhD dis- 2001.113. U.S. Fish and Wildlife Service, sertation, Department of Fisheries and Green Bay Fisheries Resource Office, Wildlife, Michigan State University, New Franken, WI. Available online at: East Lansing, Michigan. [Online, ac- http://www.glft.org/resourcelibrary/attach- cessed 5/12/11.] Available: http://www. ments/PROJECTS-434WebFile2004.610- free-books.us/Others/927639/Evaluating- CombinedFinalReports.pdf. collection-rearing-and-stocking-methods- Kynard, B., D. Pugh, and T. Parker. 2003. for-lake-sturgeon-Acipenser-fulvescens- Development of fish passage for lake stur- restoration-programs-in-the-Great-Lakes. geon. Final Report to the Great Lakes Fishery Trust. S. O. Conte Anadromous Fish Research Center, Leetown Science Peer-Reviewed Publications Center, Turners Falls, MA. Auer, N. A. and E. A. Baker. 2007. Assessment of Lake Sturgeon Spawning Stocks Peterson, D. L., and P. Vecsei. 2006. Lake stur- Using Fixed-location, Split-beam Sonar geon of the Muskegon River: population Technology. Journal of Applied Ichthyology dynamics and life history. Final report for 23 (2): 113–121. the Great Lakes Fishery Trust. Project No. 2001.113. University of Georgia, Warnell Benson, A. C., T. M. Sutton, R. F. Elliott, and T. School of Forest Resources, Athens, GA. G. Meronek. 2006. Biological attributes of age-0 lake sturgeon in the lower Peshtigo Scribner, K.T., K. Bott, J. Kanefsy, R. F. Elliott, and River, Wisconsin. Journal of Applied M. C. Donofrio. 2010. Compositional es- Ichthyology 22 (2): 103–108. timates of lake sturgeon, Acipenser fulve- scens populations to mixtures from open- Benson, A. C., T. M. Sutton, R. F. Elliott, and T. water and river mouth habitats in Lake G. Meronek. 2005. Seasonal movement Michigan. Final report to the Great Lakes patterns and habitat preferences of age-0 Fisheries Trust. Michigan State University, lake sturgeon in the lower Peshtigo River, East Lansing, MI. Wisconsin. Transactions of the American Fisheries Society 134: 1400–1409. Zeiber, R.A., S. L. Shaw, and T. M. Sutton. 2006. Assessment of remnant lake sturgeon Benson, A. C., T. M. Sutton, R. F. Elliott, and T. population status and habitat availabil- G. Meronek. 2005. Evaluation of sam- ity in the lower and upper Kalamazoo pling techniques for age-0 juvenile lake River, Michigan. Final report to the Great sturgeon in the lower Peshtigo River, Lakes Fishery Trust. Dept. of Forestry and Wisconsin, and nearshore waters of Green Natural Resources, Purdue University, Bay. North American Journal of Fisheries West Lafayette, IN. Management 25 (4): 1378–1385.

14 15 Caroffino, D. C., T. M. Sutton, R. F. Elliott, and M. Crossman, J. A., P. S. Forsythe, E. A. Baker, and C. Donofrio. 2010. Early life stage mortal- K. T. Scribner. 2009. Over-winter survival ity rates of lake sturgeon in the Peshtigo of stocked age-0 lake sturgeon. Journal of River, Wisconsin. North American Journal Applied Ichthyology 25(5):516–521. of Fisheries Management 30 (1): 295–304. Daugherty, D. J., T. M. Sutton, and R. F. Elliott. Caroffino, D. C., T. M. Sutton, R. F. Elliott, and 2009. Suitability modeling of lake sturgeon M. D. Donofrio. 2010. Predation on early habitat in five northern Lake Michigan life stages of lake sturgeon in the Peshtigo tributaries: implications for population re- River, Wisconsin. Transactions of the habilitation. Restoration Ecology 17: 245– American Fisheries Society 139: 1846– 257. [Online, accessed 5/12/11.] Available: 1856. [Online, accessed 5/12/11.] available: http://www.fws.gov/midwest/sturgeon/doc- http://www.fws.gov/midwest/sturgeon/doc- uments/daugherty-etal07-suitability.pdf. uments/caroffino-etal-pred-Peshtigo.pdf Daugherty, D. J., T. M. Sutton, and R. F. Elliott. Caroffino, D. C., T. M. Sutton, and M. S. Lindberg. 2008. Potential for reintroduction of lake 2009. Abundance and movement patterns sturgeon in five northern Lake Michigan of age-0 juvenile lake sturgeon in the tributaries: a habitat suitability perspec- Peshtigo River, Wisconsin. Environmental tive. Aquatic Conservation: Marine and Biology of Fishes 86 (3):411–422. Freshwater Ecosystems 18 (5): 692–702. [Online, accessed 5/12/11.] Available: Chiotti, J. A., J. M. Holtgren, N. A. Auer, and S. A. http://www.fws.gov/midwest/sturgeon/doc- Ogren. 2008. Lake sturgeon spawning hab- uments/daugherty-etal07-reintroduction. itat in the Big Manistee River, Michigan, pdf. USA. North American Journal of Fisheries Management 28 (4): 1009–1019. Holtgren, J. M., S. A. Ogren, A. J. Paquet, and S. Fajfer. 2007. Design of a portable stream- Crossman, J. A., P. S. Forsythe, E. A. Baker, and side rearing facility for lake sturgeon. K. T. Scribner. January 2011. Gamete North American Journal of Aquaculture 69 and larval collection methods and hatch- (4): 317–323. ery rearing environments affect levels of genetic diversity in early life stages Mann, K.A., J. M. Holtgren, N. A. Auer, and S.A. of lake sturgeon. Aquaculture 310 (3- Ogren. 2011. Comparing size, movement 4): 312–324. [Online, accessed 5/12/11.] and habitat selection of wild and stream- Available: http://www.sciencedirect.com/ side reared lake sturgeon. North American science?_ob=MImg&_imagekey=B6T4D- Journal of Fisheries Management 31 (2): 51CVFW6-2-B&_cdi=4972&_ 305–314. user=10&_ pii=S0044848610007404&_ origin=gateway&_coverDate=01%2F09% 2F2011&_=996899996&view=c&wchp=d GLbVzW-zSkzk&md5=f76a7a1f496a9f5264 c32dc2961548f7&ie=/sdarticle.pdf.

Crossman, J. A., P. S. Forsythe, E. A. Baker, and K. T. Scribner K.T. 2011. Hatchery rearing environment and age affect survival and movements of stocked juvenile lake stur- geon. Fisheries Management and Ecology 18 (2): 132–144.

14 15 Appendix B: Agenda

Enhancing Lake Sturgeon Passage at Hydroelectric Facilities in the Great Lakes A workshop sponsored by the Great Lakes Fishery Trust February 1–2, 2011 Crowne Plaza – Detroit 8000 Merriman Road, Romulus, MI 48174

Tuesday, February 1 7:30 a.m. Breakfast 9:00 a.m. Welcome/Introductions 9:15 a.m. Presentation: Global perspective of sturgeon passage efforts 10:00 a.m. Presentation: Biological factors related to sturgeon passage 10:45 a.m. Break 11:00 a.m. Presentation: Technical challenges related to sturgeon passage 11:45 p.m. Lunch 1:00 p.m. Presentation: Population distribution and priority tributaries 2:00 p.m. Breakout groups to discuss behavioral and technical aspects 4:15 p.m. Re-convene and review breakout group discussions 5:00 p.m. Evening social hour and poster session

Wednesday, February 2 7:00 a.m. Breakfast 8:30 a.m. Review Day 1 and determine what the priority research questions are and what can be achieved with greatest impact and where 9:00 a.m. Breakout groups seek to identify knowledge gaps, and develop priorities for future research/funding 10:45 a.m. Reconvene full group, discuss priorities, and make ecommendations for next steps

16 17 Appendix C: List of Participants and Organizers

Luther Aadland Joe Cech Paul Ducheney Minnesota DNR Dept. of Wildlife, Fish, Holyoke Gas & Electric 1221 East First Ave. and Conservation 99 Suffolk St. Fergus Falls, MN 56537 University of California Davis Holyoke, MA 01040 Phone: 218-739-7576 Davis, CA 95616 Phone: 413-536-9300 [email protected] Phone: 530-752-3103 [email protected] [email protected] Greg Allen *Robert Elliott Alden Research Laboratory Michael Chelminski U.S. Fish and Wildlife Service 30 Shrewsbury St. Stantec Inc. 2661 Scott Tower Dr. Holden, MA 01520 30 Park Dr. New Franken, WI 54229 Phone: 508-829-6000 Topsham, ME 04086 Phone: 920-866-1762 [email protected] Phone: 207-729-1199 [email protected] [email protected] Chuck Alsberg Chris Freiburger North American Hydro Steven J. Cooke Michigan DNRE 116 North State St. Carleton University P.O. Box 30446 Neshkoro, WI 54960-0167 1125 Colonel By Dr. Lansing, MI 48909 Phone: 920-293-4628 Ottawa, ON Canada, K1S 5B6 Phone: 517-373-6644 [email protected] Phone: 613-867-6711 [email protected] [email protected] Nancy Auer Patrick S. Forsythe Michigan Tech. University *Mark Coscarelli U.S. Fish and Wildlife Service 1400 Townsend Dr. Great Lakes Fishery Trust 2661 Scott Tower Dr. Houghton, MI 49931 600 W. Saint Joseph St., Suite 10 New Franken, WI 54229 Phone: 906-487-2353 Lansing, MI 48933-2265 Phone: 920-866-1726 [email protected] Phone: 517-484-4954 [email protected] [email protected] Edward A. Baker Alex Haro Michigan DNRE *Gary A. Dawson U. S. Geological Survey 488 Cherry Creek Rd. Consumers Energy Services 1 Migratory Way, P.O. Box 796 Marquette, MI 49855 1945 W. Parnall Rd. Turners Falls, MA 01376 Phone: 906 249-1611 ext. 309 Jackson, MI 49201 Phone: 413- 863-3806 [email protected] Phone: 517-788-2432 [email protected] [email protected] Derrick Beach Tim Haxton DFO - Canada *Scott F. DeBoe Ontario Ministry of 867 Lakeshore Rd. Consumers Energy Natural Resources Burlington, Ontario L7R 4A6 1945 W. Parnall Rd. 300 Water St., 4th Floor S. Phone: 905-336-4435 Jackson, MI 49201 Peterborough, ON K9J 8M5 [email protected] Phone: 517-788-0538 Phone: 705- 755-3258 [email protected] [email protected] Jonathan Black Alden Research Laboratory Mike Donofrio *Mark E. Holey 30 Shrewsbury St. Wisconsin DNR U.S. Fish & Wildlife Service Holden, MA 01520 101 N Ogden Rd. 2661 Scott Tower Dr. Phone: 508-829-6000 Peshtigo, WI 54157 New Franken, WI 54229-9565 [email protected] Phone: 715-582-5050 Phone: 920-866-1760 [email protected] [email protected]

16 17 *Paul T. Jacobson Tammy Newcomb Jason Thiem Electric Power Research Institute Michigan DNRE Carleton University 14820 View Way Court P.O. Box 30446 1125 Colonel By Dr. Glenelg, MD 21737 Lansing, MI 48909 Ottawa, ON Canada, K1S 5B6 Phone: 410-489-3675 Phone: 517-373-3960 Phone: 613-520-4377 [email protected] [email protected] [email protected]

Yetta Jager Curt Orvis Rob Tkach Oak Ridge National Laboratory U.S. Fish and Wildlife Service Manitoba Hydro P.O. Box 2008 MS6036 300 Westgate Center Dr. 360 Portage Ave. Oak Ridge, TN 37831-6036 Hadley, MA 01035-9589 P.O. Box 815 Stn. Main Phone: 865-574-8143 Phone: 413-253-8288 Winnipeg, MB, R3C 0G8 [email protected] [email protected] Phone: 204-360-6383 [email protected] Todd Jastremski Michael J. Parsley We Energies U.S. Geological Survey Chris Tomichek 800 Industrial Park Dr. 5501A Cook-Underwood Rd. Kleinschmidt Associates Iron Mountain, MI 49801 Cook, WA 98605 35 Pratt St. Phone: 906-779-4099 Phone: 509-538-2299 ext. 247 Essex, CT 06426 [email protected] [email protected] Phone: 860-767-5069 [email protected] *Joseph F. Koonce Thomas C. Pratt Case Western Reserve University DFO – Canada Nicholas J. Utrup 308 Clapp Hall 1219 Queen St. East U.S. Fish and Wildlife Service Cleveland, OH 44106-7080 Sault Ste. Marie, Ontario, P6A 2E5 2661 Scott Tower Dr. Phone: 216-368-3561 Phone: 705-941-2664 New Franken, WI 54229 [email protected] [email protected] Phone: 920-866-1736 [email protected] David McIntosh Henry Quinlan Consumers Energy U.S. Fish and Wildlife Service Jesse E. Waldrip 1945 W. Parnall Rd. 2800 Lake Shore Dr., East Kleinschmidt Associates Jackson, MI 49201 Ashland, WI 54806 141 Main St., P.O. Box 650 Phone: 517-788-0538 Phone: 715-682-6185 Pittsfield, ME 04967 [email protected] [email protected] Phone: 207-416-1256 [email protected] Rob McLaughlin Ben Rizzo Department of Integrative Biology U.S. Fish and Wildlife Service Beth Wentzel University of Guelph One Gateway Center - Ste. 612 Inter-Fluve Inc. Guelph, ON, N1G 2W1 Newton Corner, MA 02458 3602 Atwood Ave. Phone: 519-824-4120 ext. 53620 Phone: 617-244-1368 Madison, WI 53714 [email protected] [email protected] Phone: 608-441-0342 [email protected] Alfred Nash Jeff Slade Renewable Power Consulting, PA U.S. Fish and Wildlife Service * Workshop organizer. 43 Spaulding Rd., P.O. Box 195 229 S. Jebavy Dr. Palmyra, ME 04965 Ludington, MI 49431 Phone: 207-992-3926 Phone: 617-244-1368 [email protected] [email protected]

John M. Nestler David Stanley U.S. Army Engineer Ontario Power Generation Inc. Research Center 14000 Niagara Parkway, RR #1 3909 Halls Ferry Rd. Niagara-on-the-Lake, ON, L0S 1J0 Vicksburg, MS 39180 Phone: 905-357-0322 ext.7015 Phone: 601-634-2720 [email protected] [email protected]

18 19 Appendix D: Evaluation and Emerging Issues

A post-workshop evaluation was provided to all 40 workshop participants via an online source. Eleven anony- mous responses were received (28 percent of the total) to five questions regarding the goals, objectives, execu- tion, and outcomes of the workshop, and the role that the GLFT can provide regarding future resources in addition to funding. The five survey questions and a short summary of responses are provided below.

1. The primary goal of the workshop was to iden- experts in the general area of sturgeon passage tify gaps in knowledge that limit our ability were missing. successfully pass adult, juvenile, and larval lake sturgeon upstream and downstream at 3. In addition to serving as a source of funding, hydroelectric facilities. Do you believe these what ongoing role can the GLFT carry out to gaps were identified? If not, please provide ensure successful sturgeon passage efforts? examples of those that were not adequately Responses to this question varied considerably. discussed. Participants generally felt that the GLFT should Half of participants surveyed were fairly confident take a lead role in tracking sturgeon passage that the gaps in knowledge at hydroelectric activities/efforts in the Great Lakes, disseminate facilities were adequately identified. However, this information at regular intervals, and provide the other half of participants felt that that many a venue for strategic meetings on upstream/ uncertainties where not addressed or adequately downstream passage and/or habitat restoration discussed, including the pressure effects on for lake sturgeon and other target migratory fish juveniles during downstream passage in relation species of conservation concern. A few others felt to trash-rack spacing, the ability of lake sturgeon that the GLFT could assist in compiling a set of to use nature-like passage channels (e.g., natural specific design criteria to be used by hydro owners rock arch rapids, bypass channels) as opposed to assess the need for sturgeon passage, and to technical fishways (e.g., elevators), capture determine the most effective means for sturgeon methods and tracking techniques for young-of- passage at any given site. Finally, it was suggested year and juveniles that can be used to measure that that the GLFT participate in the Species at spawning success, and swimming abilities, Risk Act (SARA) review of Lake Sturgeon in velocity criteria, and physical size requirements Canada. Specifically, the GLFT could provide for passage of fish of in different reproductive assistance in communication among proponents condition (i.e., gravid females) or various life that are conducting work on lake sturgeon to stages. ensure that the information is shared.

2. Do you believe the workshop attendees repre- 4. Is there anything else you would like to offer to sented an adequate cross section of disciplines the workshop organizers about the workshop and expertise to achieve desired outcomes? If content, organization, and execution? not, what were the gaps in representation? The workshop organizers were generally Most participants responding to this question commended on a job well done by participants viewed the workshop to have an excellent responding to this survey. However, some cross-section of sturgeon biologists, fisheries participants suggested that additional background biologists, engineers, hydropower owners and material would have been helpful. Given that many researchers. However, since passage issues affect sturgeon passage/habitat restoration projects river ecosystems across the Great Lakes, several are presently under way across the Great Lakes persons expressed an interest in having a greater basin, more—and more frequent—workshops representation of ecologists that have research were encouraged, although participants did not interests at the stream, watershed, or ecosystem recommend scheduling a workshop during the scales. Some participants also believed that a few winter.

18 19 5. An important outcome of the workshop was the need to find and synthesize technical re- ports, laboratory and field studies, or com- puter modeling simulations that can serve to guide the construction and implementation of passageways for sturgeon at hydroelectric fa- cilities or other barriers. Space was provided to list all citations participants felt were perti- nent to this agenda. Aadland, L. P. 2010. Reconnecting Rivers: Natural Channel Design in Dam Removals and Fish Passage. Minneapolis, Minn.: State of Minnesota, Department of Natural Resources. Auer, N. A. 1996. Importance of habitat and migration to with emphasis on lake sturgeon. Canadian Journal of Fish. Aq. Sci. 53(Suppl. 1): 152–60).

20 Great Lakes Fishery Trust Board of Trustees Mindy Koch, Chair, Michigan Department of Natural Resources Andy Buchsbaum, National Wildlife Federation Bill Schuette, Attorney General Brian Napont, Grand Traverse Band of Ottawa and Chippewa Indians Erin McDonough, Michigan United Conservation Clubs Charles Wooley, U.S. Fish and Wildlife Service

Provisional Trustees Jimmie Mitchell, Little River Band of Ottawa Indians Doug Craven, Little Traverse Bay Bands of Odawa Indians

Great Lakes Fishery Trust Scientific Advisory Team Gary Dawson, Co-chair, Consumers Energy Tammy Newcomb, Co-chair, Michigan Department of Natural Resources Douglas Denison, National Wildlife Federation John Robertson, Michigan United Conservation Clubs Tom Gorenflo, Chippewa-Ottawa Resource Authority Mark Holey, U.S. Fish and Wildlife Service Steve Lenart, Little Traverse Bay Bands of Odawa Indians Archie Martell, Little River Band of Ottawa Indians Erik Olsen, Grand Traverse Band of Ottawa and Chippewa Indians Matt Shackelford, The Detroit Edison Company Bill Taylor, Michigan State University, Department of Fisheries and Wildlife

Great Lakes Fishery Trust Staff Mark Coscarelli, Manager and Secretary Julie Metty-Bennett, Manager Mary Whitmore, Education Coordinator Amy Rittenhouse, Operations Manager Jonathon Beard, Grant Specialist

Contact Information Great Lakes Fishery Trust 600 West Saint Joseph St., Suite 10 Lansing, MI 48933-2265 Phone: 517-371-7468 Fax: 517-484-6549 [email protected] www.glft.org

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