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Freshwater Zooplankton Sample Processing Protocols

Identification Standards and Methodology

Level of Identification

For Cladocera (all life stages) and adult Copepoda, identifications are to the species level with the exception of the following genera: Acanthocyclops, Microcyclops, Alona, Camptocercus, Eurycercus, and Ceriodaphnia. For copepodids, Epischura is identified to genus level whereas Limnocalanus macrurus and Senecella calanoides are identified to species. All other copepodids and all nauplii are identified to the order level (Cyclopoida or Calanoida). Harpacticoida are identified to order level. A Leica M205C stereomicroscope is used for this work.

 

Fractions

Unless a whole-sample count is requested, sub-samples are generated by using a precise starting volume from which carefully measured aliquots are derived using Hensen-Stempel pipettes (PDF). Even if count targets are reached partway through a sub-sample, the remainder is always examined in full. The total fraction analyzed is meticulously noted for each type of immature Copepoda and for each species so that the whole-sample density can be extrapolated.

 

ZEBRA2

To generate biomass assessments, the ZEBRA2 semi-automated processing software is used. ZEBRA2 logs each species code and body length measurement entered by the Taxonomist during microscope work, producing raw data files that are then processed by custom Python scripts. The Python scripts apply the established length-weight regressions (page 82) or (PDF, page 15) to each measurement to generate dry weight estimates, for formalin-preserved samples. 

For ethanol-preserved samples, the client can provide their own length-weight regressions. If these data are not available, there are other options. For example, sample processing could include counts, identifications to the lowest practical level, and sexing. This captures community-level species and density data without biomass. See the Q&A 'Does preservative choice affect my biomass data?' in the Methods and Equipment category of the FAQs for more details on how dry weight is used in biomass calculations at IdentaZoop.

Python

While well-known and established, the ZEBRA2 program (developed in the early 1990s) only produces data files and bench sheets in antiquated formats that are difficult to interpret (i.e., .prn and .dbf). To work around this, IdentaZoop developed custom Python scripts in close collaboration with a Data Analyst. These scripts automate the population of custom Excel spreadsheets with the measurement and species data from the raw ZEBRA2 files. Python scripts reduce manual data entry and accelerate the entire workflow. These are tailored to specific client data needs, as outlined in the following Processing Protocols section. Data are delivered ready for direct analysis — no reformatting required.

The Cultus Lake protocol was the catalyst for expanding Python's role beyond file format conversion. That protocol requires that data be sorted into four size classes — a task ZEBRA2 cannot perform. Custom scripts were developed to handle this sorting, and the same approach was subsequently applied to all other processing protocols used by IdentaZoop. Any future protocol-specific requirements can be accommodated the same way, making the methodology adaptable without being dependent on what any single piece of software can produce.

Zooplankton Pictures

All projects include a set of high-quality digital images, at no added cost. Images cover species (or genera, where that is the lowest practical taxonomic level) encountered during sample processing, on a per project basis. A Leica MC170 HD microscope camera (product brochure, PDF) is used for this work. Examples of these images are seen throughout this website, notably the slideshow on the Home page.

Introduction to Processing
Fractions
Python
ZEBRA2
Processing Protocols

Processing Protocols

​​​Many protocols can be applied, depending upon the study goals. For all protocols, the level of identification outlined above is applied (i.e., generally to species). A rare-species scan can be added to any protocol if a full-species list is required. In this case, the remaining sample is examined and all the species not included in the count are identified and enumerated within the Comments section of the bench sheet. Due to the added processing effort, rare-species scans do incur an added cost.

 

1.  Dorset protocol (pages 74–77). This protocol was developed by the Dorset Environmental Science Centre of the Ontario Ministry of the Environment, Conservation and Parks. It is the "default" protocol, unless the client has more specific project goals. The aim is to minimize counts of immature Copepoda and also prevent any single species from dominating the count by ensuring that no species accounts for more than 20% of the count. Every individual included in the count is also measured.

  • Count and measure 15–35 of each type of nauplii (Cyclopoida and Calanoida). 

  • Count and measure 15–35 of each type of copepodid (Cyclopoida and Calanoida).

  • The remaining number of individuals, up to the minimum of 240, is divided among Cladocera and adult Copepoda. Count and measure 45–60 individuals for a dominant species in a sub-sample.

  • Identify and enumerate any zebra mussel veligers, Chaoborus and Bythotrephes encountered during the count, and note in the Comments. No measurements need to be taken and the entire sample does not need to be scanned for these species.

  • In the Comments section, the genera of the most common Rotifera encountered during the count are noted. A rotifer index between 0 and 5 (0 meaning none present to 5 meaning extreme abundance) is assigned for each sample. (Note that Rotifera counts are generally not included in any protocol and are a supplementary community indicator only.)

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2. Simcoe Bythotrephes protocol. The Ontario Ministry of the Environment, Conservation and Parks Lake Simcoe Monitoring Branch has a specific protocol that targets the invasive species Bythotrephes cederstroemii (i.e., spiny water flea).

  • Measure every Bythotrephes in the sample and record its attributes (sex, instar, stage of fecundity, clutch size, and tail spine morphology) in ZEBRA2.  

  • Measure every Mysis and record its sex in ZEBRA2.

  • All other larger taxa (e.g., Leptodora, mites, etc.) are enumerated in a separate Excel spreadsheet.

The Ontario Ministry of the Environment, Conservation and Parks compiled their own length-weight regressions which are incorporated into their custom Python script. This applies to count protocols 1 and 2.

3.  Bowen protocol (PDF). Another extensively used protocol is that developed by the Department of Fisheries and Oceans, Great Lakes Laboratory for Fisheries and Aquatic Sciences in Burlington, Ontario (GLLFAS). Unlike the above protocols designed by the MECP, only a subset of the count is measured, then the average weight is applied to the entire per-species count. 

  • Remove Bythotrephes, Mysis, and Cercopagis before splitting the sample with the syringe method. If present, count them ALL but only measure adults and count eggs in 30/species. If a sample is very dense with Bythotrephes, these are removed to a separate gridded tray and only 20% are included in the count (30 measured with eggs also counted).

  • Minimum count set at 400 (200 if only 1 species is present) OR a maximum of 20% of the starting working volume.

  • Count is evenly divided between four taxonomic groups: Cladocera, mature Copepoda, immature Calanoida, and immature Cyclopoida. Veligers encountered during the count are also included.

  • Measure 30 each for the zebra mussel veligers, Calanoida nauplii, Cyclopoida nauplii, Calanoida copepodids, and Cyclopoida copepodids, then 50 each for the species of Cladocera and the species of mature Copepoda.

  • Record if the measured animals have eggs (if so, note the number of eggs/animal).

  • For loose eggs in the sample, track a maximum of 100 eggs and identify as belonging to Cladocera (neonates included), Cyclopoida, or Calanoida.

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The GLLFAS compiled their own length-weight regressions (PDF, page 15) which are incorporated into their custom Python script.

4.  Cultus protocol. The Department of Fisheries and Oceans, Cultus Lake Salmon Research Laboratory in BC developed this protocol. Similar to the Bowen protocol, the count is divided between categories but in this case, the target groups are based upon the measurements outlined below, not taxonomic divisions. Also, every individual included in the count is measured.

  • Minimum count set at 400, with four size class targets as outlined below:

    • 50 maximum Copepoda nauplii < 0.6 mm

    • 100 minimum zooplankton < 0.6 mm 

    • 150 minimum zooplankton >= 0.6 mm and < 1.2 mm

    • 100 minimum zooplankton >= 1.2 mm

  • A whole-sample rare-species scan for larger taxa is also required.

 

The Cultus Lab required integration with their long-term zooplankton database. A custom Python script populates Excel spreadsheets that were tailored to the exact specifications of the Cultus Lab with the raw ZEBRA2 measurement and species data. Cultus also has their own set of species codes which were associated to ZEBRA2's species codes. Both sets of codes are shown in their Excel spreadsheets.

5.  Size class protocol. Identical to the above Cultus protocol, minus the elements specific to Cultus's database (i.e., Cultus species codes and database formatting). Therefore, data are sorted into the four size classes outlined under Cultus.

6.  MFFP/UQAM protocol (Ministère des Forêts, de la Faune et des Parcs in association with l'Université du Québec à Montréal, QC). Only a subset is measured, then the average weights are applied to the entire count/species.

  • Count up to 200 individuals of the same species, or 

  • Count to 1000 individuals as the stopping point, or 

  • Count the entire sample if criteria 1 or 2 are not met.

  • Only 10 individuals/species or immature Copepoda group are measured.

  • A whole-sample rare-species scan for larger taxa is also required.

  • In the Comments section, the genera of the most common Rotifera encountered during the count are listed. 

Dorset protocol
Simcoe Bythotrephes protocol

Data Delivery

​For all projects, species and density data are provided to the client in an Excel spreadsheet for each sample. An Excel species list is also created per lake or per year (format is at the client's discretion). Protocols using ZEBRA2 add mean lengths, mean weights, and biomass data and also produce a separate Excel measurement file. See below for examples of client data, based on the MECP protocol. Sample files are provided as PDFs here for web display. Clients receive these in Excel format (.xlsx).

 

If requested for MECP protocol-based projects, ZEBRA2 original files can be delivered. Some branches of the MECP maintain provincial databases built around ZEBRA2 output. Python-based deliverables are verified to match exactly with ZEBRA2 for each sample.

Although the above protocols are the standards used by IdentaZoop, highly customized solutions to meet any data needs are available. Any requested method of processing zooplankton samples to ensure consistency with the work of previous Zooplankton Taxonomists can be adopted.

Data Delivery
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