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Processing Lichens Alberta Biodiversity Monitoring Institute www.abmi.ca Processing Lichens Version 2009-07-31 July 2009 ALBERTA BIODIVERSITY MONITORING INSTITUTE Acknowledgements Jennifer Doubt and Rene Belland reviewed the literature to suggested protocols for sampling and identifying lichens. The present document was created by Diane Haughland, Curtis Stambaugh, and Jim Schieck. Technical input was provided by Janet Marsh and Trevor Goward. Updates were incorporated by Monique Morin and Jim Schieck. Photographs were supplied by Diane Haughland, Dominique Perez-Parada, and Monique Morin. Line drawings and the Cladonia key were reproduced from Goward et al. 1994 and Goward 1999, with permission from Trevor Goward and the British Columbia Ministry of Forests. The present document incorporates changes suggested during peer review. Numerous technicians and managers also provided feedback during development and testing of the protocols. Disclaimer These standards and protocols were developed and released by the ABMI. The material in this publication does not imply the expression of any opinion whatsoever on the part of any individual or organization other than the ABMI. Moreover, the methods described in this publication do not necessarily reflect the views or opinions of the individual scientists participating in methodological development or review. Errors, omissions, or inconsistencies in this publication are the sole responsibility of ABMI. The ABMI assumes no liability in connection with the information products or services made available by the Institute. While significant effort is made to ensure the information contained in these products and services is correct, the ABMI disclaims any liability in negligence or otherwise for any loss or damage which may occur as a result of reliance on any of this material. All information products and services are subject to change by the ABMI without notice. Suggested Citation: Alberta Biodiversity Monitoring Institute. 2009. Laboratory Protocols for Processing Lichens (10009), Version 2009-07-31 Alberta Biodiversity Monitoring Institute, Alberta, Canada. Report available at: abmi.ca [Date Cited]. Use of this Material: This publication may be reproduced in whole or in part and in any form for educational, data collection or non-profit purposes without special permission from the ABMI, provided acknowledgement of the source is made. No use of this publication may be made for resale without prior permission in writing from the ABMI. Contact Information If you have questions or concerns about this publication, you can contact: ABMI Information Centre CW-405 Biological Sciences Centre University of Alberta Edmonton, Alberta, Canada, T6G 2E9 Phone: (780) 492-5766 E-mail: [email protected] ALBERTA BIODIVERSITY MONITORING INSTITUTE Table of Contents Summary ..................................................................................................................................................... 1 Data Management .......................................................................................................................................... 2 Transferring Data from the Sample Tracking Log to the Sorting Database ................................................ 2 Data Entry During Sorting ........................................................................................................................... 2 Checking and Storing Data Sheets During Sorting ...................................................................................... 2 Data Entry During Advanced Identification ................................................................................................ 2 Transferring Data from the Taxonomic Expert to the ABMI Information Centre ...................................... 2 Specimen Management .................................................................................................................................. 3 Specimen Management in the Field ............................................................................................................. 3 Specimen Transfer from the Field to the Sample Processing Centre ........................................................... 3 Specimen Transfer from the Sample Processing Centre to the Taxonomic Expert ..................................... 3 Specimen Transfer from the Taxonomic Expert to the Sample Processing Centre ..................................... 3 Long-term Specimen Curation at the RAM ................................................................................................. 3 Preliminary Specimen Sorting and Identification by Field Technicians .................................................. 4 Supervision of Lichen Sorting ..................................................................................................................... 4 Sorting Specimens into Common Species and Taxonomic Groups............................................................. 4 General Procedure ................................................................................................................................... 4 Training - Week 1 ..................................................................................................................................... 5 Sorting & Identification - Weeks 2 & 3 .................................................................................................... 7 Advanced Identification of select species - Week 4 .................................................................................. 9 Taxonomic Nomenclature .......................................................................................................................... 10 Advanced Identification of Specimens to Genus/Species ......................................................................... 10 Selecting the Expert ................................................................................................................................... 10 Identifying Lichen Specimens.................................................................................................................... 10 Verification Process ................................................................................................................................... 10 Species References/Authorities .................................................................................................................. 11 Appendix 1: Sample Tracking Log ............................................................................................................. 12 Appendix 2: Lichen Sorting Database ....................................................................................................... 13 Appendix 3: Data Sheet for Sorting/Identifying Lichens ......................................................................... 14 Appendix 4: Sample Shipping Checklist .................................................................................................... 16 Appendix 5: Illustrated Lichen Glossary ................................................................................................... 17 Appendix 6: Initial Lichen Species and Genera for Identification in the Laboratory .......................... 23 Appendix 6a: Dust & crust-like species ................................................................................................. 25 Appendix 6b: Hair-like species .............................................................................................................. 26 Appendix 6c: Club and Shrub-like species............................................................................................. 33 Appendix 6d: Leaf-like species............................................................................................................... 49 Appendix 7: Select Species for Advanced Identification .......................................................................... 85 Appendix 8: Microhabitat Descriptions ..................................................................................................... 86 Appendix 9: Labelling of Envelopes for Unknown and Voucher Specimens ......................................... 87 ALBERTA BIODIVERSITY MONITORING INSTITUTE Summary This document describes the procedures, training, and resource materials used to process and identify lichens for the ABMI. A two step process has been implemented to identify lichens. First, from each microhabitat sampled, ABMI field technicians identify specimens of the most common and/or easily identifiable species and classify the remaining specimens into taxonomic groups. To maintain accuracy, field technicians go through rigorous training and their sorting results are checked regularly by a qualified lab supervisor. Second, after the initial sorting by field technicians, the specimens are sent to experts and identified to genus/species. A random sample of the specimens identified by experts is subsequently re-identified by a second expert to assess accuracy PROCESSING LICHENS VERSION 2009-07-31 1 ALBERTA BIODIVERSITY MONITORING INSTITUTE Data Management Transferring Data from the Sample Tracking Log to the Sorting Database All lichen samples received by the Sample Processing Centre (RAM) are tracked using the Sample Tracking Log (Appendix 1). At the conclusion of the field season, sample information that was recorded in the Sample Tracking Log is transferred to the Lichen Sorting Database (Appendix 2). The ABMI lab coordinator checks to ensure that lichen information for all ABMI sites
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