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Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies (2020)

Chapter: Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool

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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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Suggested Citation:"Appendix D - User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool." National Academies of Sciences, Engineering, and Medicine. 2020. Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies. Washington, DC: The National Academies Press. doi: 10.17226/25693.
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D-1 A P P E N D I X D User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool User Guide for the Roadside Monarch Habitat Evaluator Monarch Joint Venture Overview The Roadside Monarch Habitat Evaluator integrates the Rapid Assessment of Roadside Monarch Habitat and the Monarch Habitat Quality Calculator in Esri Survey123. Roadside managers collect data from roadside rights-of-way through field visits, using the Rapid Assessment protocol (Appendix C). Rapid Assessment data are automatically processed through a calculator in Survey123 to generate Monarch Habitat Quality Scores. Management Application Roadside managers will find this tool useful in addressing questions about the habitat that exists along their roads, as well as how their management actions (such as weed management or mowing regimes) affect the quality of the habitat. Questions that can be addressed include: How much monarch habitat exists along our roads? Where is the best monarch habitat in our road system? Which areas of poorer quality can be targeted to increase monarch habitat value? How do our management practices affect monarch habitat quality? Habitat Quality Monarch habitat along roadways may be broken down into four functional component areas (see Table 1), including breeding habitat (primarily milkweed; Asclepias spp) and foraging habitat for adult butterflies (flowering plants with nectar). In addition, the context of roads and their adjacent land-uses affect habitat quality in rights-of-way. Roads bring threats of collisions with cars and exposure to chemicals; adjacent land uses also can bring threats of chemical drift, and noxious weeds and other plants also can threaten monarch habitat. Management is the final main component affecting habitat quality; variation in use of herbicides and mowing practices can impact the quality of monarch habitat as well. Please see Chapter 5 for more information.

D-2 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies What You’ll Need An organizational ArcGIS Online (AGOL) account. Staff member with a “Creator” role (publisher rights) for that AGOL account. You may need to work with your GIS office or coordinator for initial survey set-up. AGOL users accounts for field technicians. Survey Template folder: Request by filling out this form. We will send it to you via email. Survey123 Connect (Esri, free download) – for project administrator/GIS personnel Survey123 Field App (Esri, free download) – for field technicians General Workflow 1) Project Manager – customizes the data collection form using the Survey123 Connect software from template provided. 2) Project Manager/GIS staff – publishes the survey form to agency’s AGOL account. 3) Field technicians – download the Survey123 field app and survey form. 4) Field technicians – collect field data using the Survey123 field app on a mobile device and submit data. 5) Project Manager – uses the Survey123 website to access database to view, query, analyze, and visualize results or download the data as a geodatabase for local use. Table 1. Roadside Monarch Habitat Quality components, field measures, and weights. Component Measure Function Weight Sub-weight Measure Weight Breeding Milkweed Abundance 30% 80% 24% Milkweed # Species 20% 6% Adult Foraging Potential Nectar Plants - % Cover 25% 50% 12.5% Potential Nectar Plants - # Species 30% 7.5% Potential Nectar Plants - # NATIVE Species 20% 5% Context Adjacent Land Use Type 25% 30% 7.5% /Threats Road Type 35% 8.75% Weeds % Cover 20% 5% Weeds # Species 15% 3.75% Management Herbicide Application 20% 40% 8% Frequency of Full Width Mow 30% 6% Width of Mow as Proportion of ROW Width 30% 6% TOTAL 100% 100% 100% How-to Steps This document gives detailed steps on how to set up and use the “Habitat Evaluator” to collect roadside habitat data and how to visualize and interpret the calculated data outputs. I. Setting up the “Roadside Monarch Habitat Evaluator” II. Using the Survey123 field application III. Exploring the results

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-3 I. Setting up the Roadside Monarch Habitat Evaluator 1) Download “Assessment Survey Files” and Install “Survey123 Connect” software a. Download the Assessment Survey folder for your state. Request by filling out this form. We will send it to you via email. Unzip folder and save to a local drive on your computer. This folder contains three files—these setup instructions, the survey template (Roadside Monarch Habitat Survey), and a supplemental CSV (Natives). b. Download Survey123 Connect software: http://doc.arcgis.com/en/survey123/download/ Choose the download appropriate for your operating system. c. Install ArcGIS Connect with the installation wizard. d. Launch application from shortcut icon automatically placed on desktop. e. Click on New Survey. State Survey

D-4 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies f. Name the survey - replace “Form 1” under “Title” with the name you want to appear on your assessment survey form (e.g. Roadside Habitat Assessment). g. Check the “File” radio button. Then navigate to the Excel (XLS) file named “Roadside Monarch Habitat Survey” inside the template folder and hit Open. It will take a few moments to convert the file to your new survey form. The Excel file (below) should open by default. If not, you can open the form in Survey123 Connect and clicking the table icon (right). If asked, hit YES/CONTINUE to update links and trust the external file.

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-5 Each row in the table is a field in the survey as well as in the database it creates when published. The columns contain various settings and coding for each field. type – field data type name –field name (in database) label – what is displayed for each survey question in form hint – information to help field technicians answer questions. Others: Scrolling to the right you will see many more columns that you will not need to be concerned with and should not alter. The exception being DEFAULT. 2) Set Defaults You have the option to set some defaults to survey questions. This is most appropriate for answers that will always or usually be the same for your field technicians. Scroll to the right until you find the default column. Here are a couple defaults you may want to set. a. Assessment Type (1st row highlighted in yellow) Your state program may call for the collection data on the entire roadside regardless of mowing, on only the unmowed area of the roadside (most common), or on the mowed and unmowed zones of the roadside separately for comparison. To set one of these options as a default, put a "0" (whole site), "1" (Unmowed Area), or "2" (unmowed/mowed areas assessed separately) in the default column of the assessment_type row. b. State (2nd row highlighted in yellow) You’ll see that the state default has already been set for you. This is a hidden field in the survey and exists for internal purposes related to an associated plants list. Leave this as is after making sure it is the correct state! If it is not, contact us for a new file. c. Survey Length (3rd row highlighted in yellow) You’ll see that survey length has been set to 150 per protocol. This can be changed if there is a reason your state will run a different survey length. Total survey areas will adjust automatically. d. How are you counting milkweeds? (4th row highlighted in yellow) This is set to “0” (counting plants). If you want field staff only estimate numbers

D-6 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies of plants of each milkweed species they observe instead of counting each plant, change the default to “1”. e. Are you searching for eggs and caterpillars? (5th row highlighted in yellow) This is set to “0” (no). If you want field staff to collect data on eggs and caterpillars, change this default to “1” (yes). Note: The second tab in the Excel file are all the choices for questions that have selection options. Use this for guidance if you need to set other defaults. list_name – the lookup table name called to from the survey form. name – the code that is dumped into the database when chosen in the survey. label – what will be displayed as an answer choice in the survey. 3) Add Native Table. a. From the template folder, copy the Natives CSV file. b. Click on the folder icon in the Survey123 Connect interface (see right) and put the Natives file inside the media folder. c. Close window.

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-7 4) Customize plant lists There are three sets of plant lists, two of which you will want to configure to be specific to your state: milkweeds and noxious (managed) weeds. The third, nectar plants, is a comprehensive list of all forbs, vines, shrubs, and trees already specific to your state. These data were pulled from the USDA Plants Database and includes scientific name synonyms. To view and alter milkweeds and noxious weeds, click on the choices tab (second tab) in the excel file and scroll down until you see the milkweed or noxious weed choices. a. Milkweeds You may leave the milkweed list as is but if you do, field technicians will have to choose from over 100 milkweed species in the survey (the survey is responsive; it narrows choices as any part of the name is typed, but best practice is to remove inappropriate choices). To constrain the choices to only those milkweeds that exist in your state, simply remove those rows containing plants that are not appropriate. You may also use your own milkweed list and unique coding system. Just remember that the name is the code that is put into the database and the label is what appears in the choice dropdown list. The list_name (Milkweeds) should not be changed!

D-8 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies b. Noxious Weeds Similarly, noxious weeds should be constrained to only those noxious weed species managed by your agency or state. What’s currently listed in this form is all federally listed noxious weeds (pulled from the USDA Plants Database). You can create any list appropriate for your state. Feel free to change codes (name column) and descriptions (label column) but leave list_name as is! Just make sure the codes are all unique. Example: Here’s a noxious weed list using common names and simple codes. c. Nectar Plants A comprehensive nectar plant list has already been populated in the choices_external tab for your state. This list was pulled from the USDA Plants Database at https://plants.sc.egov.usda.gov/adv_search.

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-9 You may choose to substitute this list with your own state plant list replacing the name and label column or to add additional species that you discover are missing (Note: adding choices after an initial publishing will require the form to be republished and then redownloaded by field techs for those additions to appear). USING YOUR OWN STATE PLANT LIST WARNING: For native species richness to be calculated, if you use your own plant list, you will also need to modify the supplemental Natives table. The code for the plant in the choices_external (name column) table must have a corresponding code in the Natives table (PlantCode column) to determine nativity. Note that nativity is defined as native to the Continental U.S. and not to your state. The Native table is the CSV file that you placed in the media folder of your new survey directory. If using your own plant list, the native table must have a corresponding PlantCode and the Status column populated. The status is 1=native, 0=not native.

D-10 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies 5) Save form and view – Once all these updates have been made, save the excel table and close it. Every time you save the table, the form will update with the changes. Review the survey to check everything looks right. Test the plant dropdown lists in particular. Click on Next page to view all 3 pages of the survey. Questions with red asterisks are mandatory. Answers to some question will trigger other questions to appear in the form so try out various scenarios. 6) Style the Survey To add a picture and change the look of your survey, click the Settings tab. a. Add thumbnail photo – Under the General settings tab, click the thumbnail image to browse to an image file. For best results, use an image that is 600x400 pixels in size.

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-11 b. Change Survey Look (optional) – Click the Styles tab. Styles control the colors of basic elements in your survey. You do not need to save anything when changing survey Settings. These components will save automatically. 7) Publish form up to AGOL Publish the survey to your agency’s AGOL account. To do this you’ll need to log in using AGOL “Creator” user credentials. The act of publishing the form to your AGOL account not only prepared the survey for deployment, it creates the database to which survey data will be deposited.

D-12 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies a. Sign into to your agency AGOL account by clicking the person icon (bottom left corner). b. On the first screen, type the name of your AGOL organizational account before “.maps.arcgis.com”. This takes you to your organizational AGOL login screen. c. On the second screen log in with your “Creator user” credentials. d. Click on the publish icon in Survey123 Connect. This may take a few minutes. You’ll be notified when publishing is complete.

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-13 8) Set permissions. Before the survey can be downloaded by field technicians for use, you need to set sharing permissions. a. Go to https://survey123.arcgis.com/ and log in with the same credentials that you used to publish the form. b. Your survey should be displayed there. Click on the collaborate icon (right). c. Set permissions under the Submitter AND Viewer tabs to “Members of my organization”.

D-14 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies 9) Finally, click on the Submitter tab and scroll to the bottom. Click on “Open the survey in the Survey123 field app directly”. This action generates a survey link that you can send to field technicians. When clicking this link, the form will automatically download and open in their installed Survey123 field app. 10) SAVE The survey is now set to be deployed in the field!

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-15 II. Using the Survey123 field application Field staff will use a related software product called the Survey123 field app (a.k.a. “Survey123 for ArcGIS”) to collect the roadside habitat data to submit to the AGOL database. Your Esri/AGOL administrator will need set field staff up with user credentials for them to access survey form and submit data. The link to the software is located at http://doc.arcgis.com/en/survey123/download/ or can be downloaded directly via the Apple or Android app store by searching on “Survey123 ”. 1) Install the field application and download survey form a. Download Survey123 field app: http://doc.arcgis.com/en/survey123/download/ Choose the download appropriate for your mobile platform. b. Once the Survey123 field app is loaded, the survey form can be downloaded to it in one of two ways: 1) Share the survey link (previous page). Once users click the link, the form will download into field app. 2) Users sign into the AGOL account and bring the form down from the site. Click Get Surveys and sign into the organizational AGOL account with user credentials. The survey will appear. If your organization has many surveys available to users, you can search on the survey name to find it. Click the download icon. Click the back arrow in the green header to see the downloaded form.

D-16 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies 2) Collect Data The survey form is now ready to go. The form can be completed, submitted, and reused over and over. An internet connection is not needed to use the survey in the field. An internet connection is only needed to download the initial form and when submitting surveys. There’s an outbox feature of the app that stores completed surveys for later submission when WiFi is available. Click on the survey and then the collect button launch survey. Note: In the instructions below, the component score to which the field contributes is listed in parenthesis after the field name. a. Page One: Assessment Type, Location & Site Details, Management Practices (1) (2) (3) (4) (5) (6)

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-17 1) Assessment Type: How will this ROW be assessed? (Set as a default) This should have set this as a default and will not need to be entered by field techs (see defaults section on page 5 of this guide). 2) Location (start point of survey): Locational service setting for the mobile device needs to be turned ON in order to find location. a. Click on the map to launch larger map window. b. Wait until red pushpin appears c. Click the check icon to capture the point. Note: If you are entering data from a paper datasheet, enter the coordinates (latitude, longitude) manually into the search box above the map, hit return, and then capture by clicking the check icon. 3) Start Time: By clicking this field, the time will autofill. (Note: If taking data on paper and entering it into the survey form after the fact, you will need to manipulate this time field).

D-18 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies 4) Date: By clicking this field, the date will autofill. (Note: If taking data on paper and entering it into the survey form after the fact, you will need to manipulate this date field). 5) Observer name(s): Type observer name(s) 6) Road or Site Name: This is the site identifier. Type a unique site name or code in this field to identify the site. (6) (7) (8) (9) (10) (11) (12) 7) Road Type (threats): select the road type from the dropdown (2-lane, 4-lane, over 4 lanes) 8) ROW Vegetated Width (management): width in feet (can be decimal) of the vegetated area of the roadside. 9) Mowed Width (management): width in feet (can be decimal) of the mowed area of the roadside.

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-19 10) Survey Length (Set as a default): 150 feet by default. 11) Mowed Height (optional): height of the vegetation in the mowed area in inches. 12) Adjacent Land Use (threats): What is the dominant land use directly adjacent to the roadside area you are surveying. (13) (14) Management Practices (optional): This is an optional section. While management is one of our four habitat component scores, if these data are not taken, the overall score denominator will reduce accordingly. In other words, the habitat score will not be reduced because of the lack of these data. 13) Herbicide Application (management): Enter the type of herbicide application. If left blank or “Don’t know” is marked, this question will not be factored into the management component score since it is optional. 14) Frequency of Full-Width Mowing (management): Enter the frequency of which the full-width of this site is mowed. If left blank or “Don’t know” is marked, this

D-20 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies question will not be factored into the management component score since it is optional. Click the arrow at the bottom of form to proceed to the next page. b. Page Two: Vegetation and Monarch Use (15) (16) (17) (18) (19) 15) How are you counting milkweeds (Set as a default)? Counting individual plants is the default. Option for managers to set “Estimating Abundance” as the default. 16) Are you searching for eggs and caterpillars (Set as a default)? No by default. Option for managers to set “Yes” as the default.

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-21 17) NECTAR PLANTS (foraging) a. % Cover of Nectar Plants – estimate the total cover of nectar plants (blooming and non-blooming) on the site. b. If any answer besides “None” is chosen, you will enter each nectar plant species identified by selecting from the dropdown list. This is an autofill list. Start typing the common or scientific name to limit choices. If you can only identify to the genus, there is a “genus sp.” choice for each (example: “Solidago sp.”). If the plant is NOT on the list, enter “Other”. You will then be able to type the name of that species into a field. c. Mark whether the species is currently blooming or not.

D-22 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies d. To add new species, click the round cross button. Repeat as often as necessary. e. For plants that you cannot identify even to the level of genus, record each species using the tally buttons. One for species that are blooming and another for those that are not blooming. Do not double count species. 18) MILKWEEDS (breeding) a. Choose a milkweed species observed on the site. If there are no milkweed, choose None. This is an autofill list. Start typing the common or scientific name to limit choices (don’t bother typing full scientific name – they are nearly all asclepias!) b. To add new milkweed species, click the round cross button. Repeat as often as necessary. c. Keep a tally of the numbers of plants of each species. Use the back and forth arrows to toggle between species if tallying as you walk. d. If you are estimating abundance, choose from the following categories.

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-23 e. If you are counting eggs and caterpillars, the following fields will appear. Fill out the total number of milkweed plants searched, and the number or eggs and caterpillars found. 19) NOXIOUS WEEDS (threats) a. % Cover of Noxious Weeds: estimate the total cover of noxious weeds on the site. These are a set list of plants earmarked for management by your agency. b. If any answer besides “None” is chosen, you will enter each noxious species identified here. These are a set list of plants earmarked for management by your agency that are listed in the dropdown.

D-24 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies NOTE: If collecting data in the unmowed and mowed sections of the roadside separately, the form will look like below. The same fields are replicated in the mowed area section for later comparison. Click the arrow at the bottom of form to proceed to the last page. c. Page Three: Notes and Photos (20) (21) (22) (23) (24)

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-25 20) Number of monarch butterflies observed (optional): Note the number of monarch butterflies observed at this site during the survey. This does not go into any calculation. It is a general marker for presence or absence of monarchs. 21) Other Pollinator Observations (optional): Any notes on other pollinator use of this site. 22) Site Notes (optional): Anything you would like to communicate about this site. 23) Site Photos (optional): Click the camera icon to take a photo from your mobile device. If entering data later, a photo can be uploaded from a file using the folder icon. 24) End Time: By clicking this field, the time will autofill. (Note: If taking data on paper and entering it into the survey form after the fact, you will need to manipulate this time field). Habitat Component and Overall Habitat Score The overall habitat score, as well as the component scores, are revealed at the end of the form. These are read-only fields for your information. 3) Submit Data You have choices for submitting the survey data. a. Click the check at the bottom right of page 3 of the survey. You can check whether or not you are online in the Survey Completed header. b. If you are not connected to the internet, click Send Later. If you are connected, you can Send Now. If you need to go back to the survey, click Continue the survey.

D-26 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies Send Later will store the survey in an Outbox for later submission. After clicking on the Outbox, hit Send to submit all the surveys stored there. You can also click on individual surveys to review before sending. Send Now sends the data directly to the to the AGOL database and stores the survey in the Sent box. Sent surveys can be retrieved here. If you need to make changes to a submitted survey, click on it in the sent box, make corrections. And resubmit. The resubmitted survey will overwrite the original submission.

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-27 III. Exploring the Results You can view, download, analyze, and visualize the survey data from the Survey123 website (a portal into your ArcGIS Online data repository). 1) Log into Survey123 the website using your AGOL credentials. 2) Select your survey by clicking on it to launch the portal interface.

D-28 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies 3) Click on the Data tab to view all records along with their locations. On this tab you can perform many functions: a. Filter: Display surveys by any field using the filter button. Here we are filtering our records by survey date to check out that day’s submissions.

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-29 Best Practice: It’s a good idea to perform quality control on records here from time to time. If errors are discovered, field techs can resubmit corrected surveys to override results. b. Export: Full dataset (or selected subset) can be downloaded as a geodatabase or for local use with ArcGIS Desktop, or as other formats as needed. c. Open in Map Viewer: Visualize and share the data online by launching the Map Viewer.

D-30 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies i. Remove Tables: You will notice the table of contents on the left has one spatial layer (MonarchRoadsideHabitatAssessment) and six tables (NectarPlants, Milkweeds, NoxWeeds, m_NectarPlants, m_Milkweeds, and m_NoxWeeds). The three tables preceded by m_ are the data collected for the mowed section of the roadside (if collected separately). If your agency is not comparing mowed versus unmowed data, you can remove these three tables from the map. 1. Click on the table, then the three dots next to it. Choose Remove. ii. Change Table Names: You will also notice the messy code preceding the table name. This is easy to change. 1. Again, click the three dots next to each layer or table and choose Rename. Delete the junk before the name or rename the layer/table something different entirely.

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-31 That’s better! iii. Classify and Symbolize Data: Now let’s display the data in a more meaningful way. 1. Click on the spatial layer (Monarch Roadside Habitat Assessment) tab in the Table of Contents and then the Change Style button. 2. Choose an attribute to show. Here I will choose “Overall Habitat Score”.

D-32 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies 3. Select a drawing style: The style you pick will depend on the data you want to show. I will classify the Overall Habitat Score into three categories, so I’ll choose ‘Counts and Amounts (Color)”. Click Select, then Options. 4. Click the “Classify Data” box. Then select the classification method, and the number of classes. 5. Click on Symbols a. Shape tab: make points larger or smaller. b. Fill tab: choose a color ramp for your classified data (darker should represent higher values). c. Hit OK when finished. 6. Hit OK at the bottom of the sidebar. And then DONE.

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-33 7. Click the Legend tab in the Table of Contents. You will then see the legend for your classified data. iv. Configure Popups: When you click on a point, a pop-up screen appears. It will show ALL the fields in the table associated with the layer. Let’s configure the pop-up to only show the fields we want to display. 1. Click on the Content tab. 2. Click the three dots next to the layer. 3. Choose Configure Pop-up. 4. Set pop-up title: You can use a combination of type and {field names} to create a title. Click the + next to the title box to choose the field you would like to use in the title. 5. Click Configure Attributes Click the Display checkbox to turn all fields off and then check only those you want to display. You can click on the Field Alias to change the display name and format the data type (example, set decimal placements).

D-34 Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies When you are finished configuring, hit OK in the configure box and OK again in the side panel. Click on a point to view the results. v. Change the Basemap: If you wish, you can change the underlying basemap. vi. Save the Map: Save and name the map. The map will be stored in your AGOL contents. You will need to add a tag (example, “monarchs”) and choose a folder in which to store it.

User Guide for Rapid Assessment of Roadside Habitat for Monarchs and Habitat Calculator: Monarch Habitat Evaluator Tool D-35 vii. Share Map: We can share this map with others in our organization. Click on Share at the top of the map and choose with whom you want to share the map. Then copy the shareable link. People will have to be a member of an AGOL group to see the map unless you set all the data to “public” in the survey’s Collaborate settings.

Next: Appendix E - Best Management Practices Resource Sheet: Monarch Butterflies, Weeds, and Herbicides »
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Roadsides provide promising monarch habitat as they frequently contain nectar and host plants; however, they also present a range of risks, including pesticide spillover, vehicle collisions, contaminant runoff, and non-native vegetation.

The TRB National Cooperative Highway Research Program's NCHRP Research Report 942: Evaluating the Suitability of Roadway Corridors for Use by Monarch Butterflies provides guidance for roadside managers to determine the potential of their roadway corridors as habitat for monarch butterflies.

The report also includes several tools and decision-support mechanisms to optimize habitat potential in a manner that is compatible with the continued operation and maintenance of the roadside.

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