Form 3-2523 Midwest Geographic Area: Freshwater Mussel Reporting For

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Overview

Instructions
Definitions
Survey and Location Information
Method Protocol Data
Habitat Data
Mussel Community Data
Individual Mussel Data
Name Change Details
Required Notices

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Sheet 1: Instructions

USFWS Mussel Reporting Form	FWS Form 3-2523 (Rev. 10/2020) OMB Control No. 1018-0094 Expires ##/##/20##
Instructions for Electronic Submittal of Freshwater Mussel Survey Data for U.S. Fish and Wildlife Service
Spreadsheet Version 1.17	Last updated 07/24/2020
In an effort to reduce redundancy, increase efficiency, and minimize data entry errors, the U.S. Fish and Wildlife Service (Service) Ecological Services Field Offices in Region 3 (Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri, Ohio, and Wisconsin) have collaborated to create a single standardized spreadsheet1 for electronic submittal of freshwater mussel survey data by federal permittees to the Service. Recently issued permit terms and conditions require submission of data in the format provided by Service Field Offices (i.e., information identified in the standardized reporting spreadsheet). In addition to a traditional narrative report, permittees receiving Region 3 issued permits will be required to report their survey data using the “standard” format provided in the standardized permit reporting spreadsheet (i.e., provision of all spreadsheet information) to fulfill the annual reporting requirements of a section 10(a)(1)(A) Recovery Permit (Please note: Other Regions and/or Field Offices may require the same spreadsheet). Permittees are encouraged to submit their survey data via the standardized permit reporting spreadsheet not only to facilitate determination of reporting compliance, but also to facilitate improved assemblage of data to determine impacts on the species. If permittees intend to collect additional data that does not fit within the format of this spreadsheet, they should coordinate with the Service Field Office for the study area regarding how to report the additional data. If multiple Federal permittees are contracted and/or subcontracted to conduct mussel surveys as part of a single large project, each permittee is required to separately report the mussel data collected under their permit so that the permittee responsible for data collected within a specific survey site can be clearly identified. Due to the decline in unionid mussel populations throughout Region 3, the Service is requesting that data on all unionid mussel species be submitted, regardless of current Federal status.	1 Prior to data submittal, permittees should ensure they are using the most current version of the permit reporting spreadsheet, which will be available on the Service’s R3 Mussel Survey web page (...).
Instructions:
The spreadsheet is divided into several worksheets (survey and location info, habitat data, method protocol data, mussel community data, and individual mussel data). It is important to start by filling out the “Survey and Location Info” worksheet first for whichever surveys have been completed because the information from these worksheets populates drop-down boxes in other worksheets. Anything colored orange is always a required field, and pink indicates a field that is required if applicable. No color indicates it is data we are requesting if a permittee is willing to provide the information.
Definitions: Includes definitions and explanation of terms used in other tabs. Note that field formatting (color coding) information appears at the top.
Survey and Location Information: The “Survey ID” is an automatically generated unique identifier composed of the permit number, waterbody name, date, and site ID.  The “Survey ID” will be used throughout the entire database to track the correct survey information.  The survey date captures when the survey was conducted.  A new row should be entered for each date a survey is conducted at a site; surveying on multiple dates should be entered separately since method and mussel species identified may be different.  The “Site Id” is a unique identifier of a specific survey site.  The Survey Area is the total area represented by the survey captured in that Survey ID; in square meters.  To clearly delineate the survey area, latitude and longitude should be taken in decimal degrees (in geographic coordinate system NAD 83) for the most upstream end of survey area and at the most downstream end of survey area.   The “Distance Above and Below Access” should be filled out using the number of river miles and direction.  The state and county in which the survey was conducted are entered using drop-down menus. Once the spreadsheet is turned into the Service the GPS points will be plotted and the county provided by the surveyor will be compared to the county where the point actually is located. Sites where the two values do not match will be flagged as possible bad GPS points. Surveyors responsible for sites that are flagged will likely be contacted to verify the location of the survey site.
Method Protocol Data:   The permittee will be prompted to select “Survey or Release Protocol” from the dropdown options (Ohio River Mussel Survey Protocol; Smith et al 2001; Michigan Mussel; Survey Protocols and Relocation Procedures; West Virginia Mussel Survey Protocols; Mussel Sampling Guidelines for Indiana; Minnesota Freshwater Mussel Survey and Relocation Protocol; Wisconsin Mussel Relocation Protocol; Wisconsin Guidelines for Sampling Mussels in Wadeable Streams; Other) to inform what, if any, State Protocols are also being required in addition to federal permit requirements. The “Survey/ Release Method” has pre-set options to select from in the dropdown box (snorkel, polywog, viewer/bucket, brail, shoreline/midden survey, reintroduction, augmentation, relocation, other).  The “Survey/ Release Metric” defines level of survey effort with pre-set options in a dropdown box2.	2 Please see the Definitions tab or attached Mussel Reporting Definitions document of survey effort terminology.
Habitat Data:  The “Stream Type, Classification or River Group” is a requested data field, not required, where a brief description of the type of river can be included (e.g., e.g., small river, large river, small stream, large stream, intermittent, navigable, wadeable, non-wadeable) or stream classification.  The “Habitat” field has pre-selected options in a dropdown box that the permittee will select (pool - deep with slow water; riffle - shallow with fast, turbulent water running over rocks; run - deep with fast water and little or no turbulence; glide - slow moving, non-turbulent flow, too shallow to be a pool, and too slow to be a run; multiple habitat types).  The “Dominant Substrate and; Second Dominate Substrate” characterize the substrate in the survey area and can be further defined by the permittee in the requested field “Percent Dominant Substrate”.  “Visibility” is the approximate distance the surveyor(s) can see through the water and is captured by dropdown options (Zero - less than 1 ft; Low - 1ft to 3 ft; Moderate - greater than 3ft).  “Velocity” should be recorded in meters per second as measured on site.  “USGS Gauge Location” is the location of the relevant gauge as reported at https://waterdata.usgs.gov/nwis/rt.  “USGS Gauge Date” reports the date that the data from relevant gauge was collected also as reported at https://waterdata.usgs.gov/nwis/rt.  “Discharge”  data is collected from the relevant USGS gauge as reported at  https://waterdata.usgs.gov/nwis/rt and is captured in cubic feet per second.  “USGS Gauge Height” data is collected from the relevant  gauge as reported at https://waterdata.usgs.gov/nwis/rt  and reports height in feet.    If there is a defined mussel bed within the survey site, the “Description of Mussel Bed Boundary” can be freely filled out by the permittee.  “Species Richness” is the number of species found in the survey area.
Mussel Community Data:   The data in this worksheet is for the collection of information on both federally listed and non-federally listed mussels at the species level to understand the composition of the mussel community in the survey area. The majority of fields in the “Mussel Community Data” tab are straight forward in terms of the information being requested.  Due to recent changes in nomenclature and systematic taxonomy for the family Unionidae, please refer to the following reference when filling out the “Genus” and "species" fields:  Williams et al. 2017.  A revised list of the freshwater mussels (Mollusca: Bivalvia: Unionida) of the United States and Canada. Understanding the age composition of the mussel bed is important, but methods to age mussels vary. We used American Fisheries Society defintions (see "Definitions" tab) for shell ages (Southwick and Loftus 2018, page 98). The approximate number of live or recently dead individuals is required, while only presence or absence of older shells is needed.  The “Signs of Reproduction” has pre-selected drop down options (i.e., Yes; No; Unknown; NA).  Signs of reproduction include gravid females (inflated gills), juvenile mussels present, lure displays, releases of conglutinates and/or glochidia.  “Catch Per Unit Effort or CPUE” is the number of individuals found per hour and the “Density” is the number of individuals per square meter.
Individual Mussel Data:   The data in this worksheet is for more detailed information, that is required for live individuals of federally listed species, but can be used to provide detailed information on any individual mussel, if desired.  The data in this worksheet is somewhat similar to the data captured in the Mussel Community Data worksheet with additional required information such as tag number, tag type etc.  The “Specimen Latitude” and “Specimen Longitude” captures the most precise location information where the species was found (e.g., of the transect, cell, quadrat, etc.). Ages are imporant to understand the age structure of listed populations. “Signs of Reproduction” are represented by a drop down of pre-selected options i.e., gravid females; full lure display; partial lure display; releases of conglutinates; releases of glochidia).  Sometimes voucher specimens and/or genetic samples are collected.  For both the fields “Voucher Disposition Location” and “Genetic Sample Location” the location of the physical specimen and/or sample is requested.  The field “Location Number” is the identifying number assigned to a particular quadrat, transect, cell, etc. where the individual is found, if applicable.
Name Change Details: Information is provided for mussel species that have had changes in taxonomy / scientific name. This tab does not require data entry; it is only provided for reference.
DO NOT move columns or adjust the format of this spreadsheet.
Missing Data: For columns where data was not collected, enter "NA" without quotation marks or leave blank. DO NOT enter "0", ".", "Not applicable", or "N/A".
Naming instructions for saving files:
If all of the surveys for a permit number are on one spreadsheet (this can be multiple states), save the file as that permit number (e.g., TE000000).
If all of the surveys have the same permit number but are on several spreadsheets broken up by states, use the permit number and then list out the state names (e.g., TE000000_OHIO_INDIANA, TE000000_IOWA).
If there are multiple permit numbers from the same organization/individual’s name, use the organization/individual’s name and the state or states (e.g., Leibii_Inc_OHIO). To avoid confusion, this should include every survey that organization/individual conducted in that state.
Please coordinate within your organization to ensure that multiple individuals aren’t submitting the same data.
For questions about using USFWS spreadsheets contact your local Service Field Office. Software developers seeking technical assistance with the USFWS spreadsheets should contact Erik Olson at: [email protected]

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Sheet 2: Definitions

Mussel Reporting Spreadsheet Definitions
Field formatting (to assist with error checking and completeness)
required
required if applicable
not applicable
potential error
field has validation (underlined)
Survey and Location Information Tab Fields	Field Definitions
Federal Permit Number	federal permit number
Surveyor Name	federal permit holder or person conducting survey (if different than permit holder)
Report Name or Number	the name that is on the title page of your report.
Site ID	unique identifier of a specific survey site; If more than one survey is conducted in a day, use some kind of identifier here to differentiate them.
Waterbody Name	name of waterbody where survey occurred
Survey Date	date a survey is conducted at a site; surveying on multiple dates should be entered separately since method and mussel species identified may be different
Survey ID	auto-generated unique identifier composed of the Site ID, waterbody name, and date
Primary State	primary state where survey occurred
Primary County	primary county where survey occurred
Township	township where survey occurred
Secondary State	secondary state where survey occurred for waterbodies that border states
Secondary County	secondary county where survey occurred for waterbodies that border states
Latitude Upstream	latitude at most upstream end of survey area; in decimal degrees in NAD 83 geographic coordinate system
Longitude Upstream	longitude at most upstream end of survey area; in decimal degrees in NAD 83 geographic coordinate system
Latitude Downstream	latitude at most downstream end of survey area; in decimal degrees in NAD 83 geographic coordinate system
Longitude Downstream	longitude at most downstream end of survey area; in decimal degrees in NAD 83 geographic coordinate system
Search Area	total area of habitat searched for mussels; in square meters
General Location Information	Any additional site description information
Watershed Drainage Area	in square km
Distance Above or Below Access	river km and direction
Survey Location Comments	free text to add additional information; Additional surveyors names can be added here if applicable
Method Protocol Data Tab Fields	Field Definition or Dropdown Option	Dropdown Definitions (where applicable)
Survey ID	auto-generated unique identifier from Survey and Location Information sheet
Activity	(DROP DOWN OPTIONS)
	Survey
	Removal: Salvage/Rescue
	Release: Reintroduction
	Release: Augmentation
	Release: Relocation
	Release: Release_Other
Activity Protocol	(DROP DOWN OPTIONS--individual options depend on activity selection)
	Ohio River Mussel Survey Protocol
	Smith et al 2001
	Michigan Mussel Survey Protocols and Relocation Procedures
	West Virginia Mussel Survey Protocols
	Mussel Sampling Guidelines for Indiana
	Minnesota Freshwater Mussel Survey and Relocation Protocol
	Wisconsin Mussel Relocation Protocol
	Wisconsin Guidelines for Sampling Mussels in Wadeable Streams
	State of Ohio Mussel Survey Protocols
	Michigan Natural Features Inventory Protocol
	Pit_Tag_reading_only
	Survey protocol - Other	If your survey protocol does not fall within one of these categories please specify in the comments field.
	Removal protocol - Other	If your removal protocol does not fall within one of these categories please specify in the comments field.
	Release protocol - Other	If your release protocol does not fall within one of these categories please specify in the comments field.
Activity Equipment	(DROP DOWN OPTIONS--individual options depend on activity selection)
	SCUBA	Self contained underwater breathing apparatus
	SSA	Surface supplied air equipment
	Snorkel	surveyors used mask and snorkels; typically this is in relatively shallow water where SCUBA is not needed
	Polywog/Noodling	Generally means collected by hand. Other regional terms may apply, such as raccooning.
	Viewer/bucket	visual search using a device to view mussels from the surface; typically a bucket with a plexiglass bottom
	Brail	capture device that is dragged along the bottom consisting of a metal or wooden rod fitted with pronged hooks. (See Carlander 1954)
	Shoreline/midden survey	Surveys conducted on land to search for shells stockpiled by animals (e.g. muskrats) in middens or otherwise deposited on the shore.
	Survey - other	If your survey equipment does not fall within one of these categories please specify in the comments field.
	Removal - other	Mussels were moved from the survey area to another area or brought to a facility (specify details in the comments field).
	No special equipment	No equipment was used.
	Release - other	Mussels were released in the survey area to from a different area or facility (specify details in the comments field).
	Multiple - ADD IN COMMENTS	List all equipment used in the comments field.
Activity Metric	(DROP DOWN OPTIONS--individual options depend on activity selection)
	Transect	surveys conducted by placing lines perpendicular to flow and sub-divided into segments. Along each transect, surveyors shall visually search a defined area for mussels and record all data separately for each segment. The entire segment must be covered.
	Timed/area	area defined and a timed search is conducted. Timed search is limited to a specific area.
	Timed	qualitative surveys consisting of visually searching throughout a larger survey area for a given period of time. This type of search is used to determine if mussels are present and to generate species richness curves.
	Quadrat	a plot of defined area where the surface is searched and/or the substrate is excavated (substrate is dug up and removed to be sorted through for mussels)
	Quadrat - random	randomly chosen quadrats; plots of defined area where the surface is searched and/or the substrate is excavated (substrate is dug up and removed to be sorted through for mussels)
	Quadrat - systematic	systematically chosen quadrats; plots of defined area where the surface is searched and/or the substrate is excavated(substrate is dug up and removed to be sorted through for mussels)
	Quadrat - other
	Cells	used to divide the affected area into a series of cells in which they would be completely surveyed using visual tactile methods.
	Reconnaissance	used to determine presence or absence of unionid mussels within a project area that will require in-stream work.  This method is intended for small wadeable streams not known to contain federally listed species.  Beginning at the downstream end of the buffer zone, the stream substrates, stream banks, and gravel bars should be visually searched for shells, shell fragments, or live mussels.  All habitat should be searched, but close attention should be focused on heterogenous substrate.  We recommend that smaller streams (10-100 square miles) should be searched for at least 60 minutes and 90 minutes for larger streams (above 100 square miles).
	Uniform distribution	individuals placed uniformly within the survey area (or other defined area)
	Random distribution	individuals placed randomly within the survey area
	Other	If your survey metric does not fall within one of these categories please specify in the comments field.
Quadrat Size	in square meters
Number of Quadrats	total number of quadrats surveyed
Percentage of Quadrats That Were Excavated	(digging down and removing substrate) - number 0-100; default is 100%
Mean Transect Length	mean transect length in meters
Mean Transect Area	mean transect area in square meters
Cell Size	in square meters
Total Search Time	total time spent searching by all surveyors’ in person minutes
Recon Area	area covered by a reconnaissance survey; in square meters
Method Comments	free text to add additional information
Habitat Data Tab Fields	Field Definition or Dropdown Option	Dropdown Definitions (where applicable)
Survey ID	auto-generated unique identifier from Survey and Location Information sheet
Water Temperature	in degrees Celsius	in degree Celcius, approximate temperature if not directly measured
Visibility	(DROP DOWN OPTIONS)	approximate distance the surveyor(s) can see through the water
	Zero - < 30 cm
	Low - 30 cm < X < 1m
	Moderate - >1 m
Stream Type, Classification or River Group	brief description of the type of river (e.g., small river, large river, small stream, large stream, intermittent, navigable, wadeable, non-wadeable) or stream classification
Habitat	(DROP DOWN OPTIONS)
	Pool	deep with slow water
	Riffle	shallow with fast, turbulent water running over rocks
	Run	deep with fast water and little or no turbulence
	Glide	slow moving, non-turbulent flow; too shallow to be a pool and too slow to be a run
	Other
	Multiple habitat types
Dominant Substrate	(DROP DOWN OPTIONS)	most common substrate in the survey area based on the Wentworth Scale: https://www.jstor.org/stable/30063207?seq=5#metadata_info_tab_contents
	Bedrock: large solid surface
	Boulder: >256mm
	Cobble: 64-256mm
	Pebble: 4-64mm
	Granule: 2-4mm
	Very Coarse Sand Grain: 1-2mm
	Coarse Sand Grain: .5-1mm
	Medium Sand Grain: .25-.5mm
	Fine Sand Grain: .125-.25mm
	Very Fine Sand Grain: .06-.125mm
	Silt
	Clay
	Woody debris: sticks, leaves, etc.
	Zebra mussels
	Other
Percent Dominant Substrate	number 0 to 100
Secondary Substrate	(DROP DOWN OPTIONS)	second most common substrate in the survey area
	Bedrock: large solid surface
	Boulder: >256mm
	Cobble: 65-256mm
	Coarse gravel: 17-64mm
	Medium gravel: 9-16mm
	Fine gravel: 2-8mm
	Sand: <2mm
	Silt: <.06mm
	Clay: solid clay surface
	Woody debris: sticks, leaves, etc.
	Zebra mussels
	Other
Percent Secondary Substrate	number 0 to 100
Dissolved Oxygen	DO in milligrams per liter
pH	number 0-14
Conductivity	in millisiemens per centimeter
Mean Water Depth	measured or approximated average depth of the water in the survey area; in meters
Velocity	in meters per second as measured on site
Most Relevant USGS Gauge Location	location of the relevant gauge as reported at https://waterdata.usgs.gov/nwis/rt	Gauge information is optional to include
USGS Gauge Date	date that the data from relevant gauge was collected as reported at https://waterdata.usgs.gov/nwis/rt	Gauge information is optional to include
USGS Gauge Discharge	in cubic feet per second; data from relevant gauge as reported at  https://waterdata.usgs.gov/nwis/rt	Gauge information is optional to include
USGS Gauge Height	height in feet;  data from relevant  gauge as reported at https://waterdata.usgs.gov/nwis/rt	Gauge information is optional to include
Description of Mussel Bed Boundary	free text to add description of the mussel bed boundary if present
Species Richness	number of species found in the survey area
Overall CPUE	CPUE = Catch per unit effort, the number of individuals found per hour of all species
Overall Density	number of individuals per square meter of all species
Standard Deviation	standard deviation of the Overall Density (see previous row)
Habitat Data Comments	free text to add additional information
Mussel Community Data Tab Fields	Field Definition or Dropdown Option	Dropdown Definitions (where applicable)
Survey ID	auto-generated unique identifier from Survey and Location Information sheet
Genus	(DROP DOWN OPTIONS)	Reference document provided for consultation:  Williams et al. 2017.  A revised list of the freshwater mussels (Mollusca: Bivalvia: Unionida) of the United States and Canada.
Species	(DROP DOWN OPTIONS BASED ON SELECTED GENUS)
Number Live	(DROP DOWN OPTIONS)	Total number of live mussels found
	0
	1-5
	6-15
	16-30
	>31
Number Fresh Dead	(DROP DOWN OPTIONS)	Total number of fresh dead mussels found; Indicators: nacre still lustrous, hinge line still intact, animal probably died within the past few months (from Southwick and Loftus 2018).
	0
	1-5
	6-15
	16-30
	>31
Weathered Dead Present	(DROP DOWN OPTIONS)	Were weathered dead mussels found? Indicators: nacre chalky, probably dead more than a few months (from Southwick and Loftus 2018).
	Present
	Absent
Subfossil Present	(DROP DOWN OPTIONS)	Were Subfossil mussels found? Indicators: periostracum missing, shell chalky, probably dead for several decades (from Southwick and Loftus 2018).
	Present
	Absent
Signs of Reproduction	(DROP DOWN OPTIONS)	Signs of reproduction include gravid females (inflated gills), juvenile mussels present, lure displays, releases of conglutinates and/or glochidia
	Yes
	No
	Unknown
	NA
Species Specific CPUE	CPUE = Catch per unit efort, the number of individuals found per hour of identified species
Species Density	mean number of individuals per square meter of identified species
Species Standard Deviation	standard deviation of the Density (see previous row)
Photo Voucher File Name	Name of photo file. Recommended file name convention: "YYYY_MM_DD_GenusInitial_SpeciesName_Surveyor_SiteName_Photonumber". Files should be sent separately to USFWS via email.
Community Comments	free text to add additional information
Individual Mussel Data Tab Fields	Field Definition or Dropdown Option	Dropdown Definitions (where applicable)
Survey ID	auto-generated unique identifier from Survey and Location Information sheet
Specimen Latitude	most precise location information where the species was found (e.g., of the transect, cell, quadrat, etc.) in decimal degrees in NAD 83 geographic coordinate system	if numerous individuals of the same species are located in the same general area, you can use the same lat/long
Specimen Longitude	most precise location information where the species was found (e.g., of the transect, cell, quadrat, etc.) in decimal degrees in NAD 83 geographic coordinate system	if numerous individuals of the same species are located in the same general area, you can use the same lat/long
Specimen Habitat	(DROP DOWN OPTIONS)	This field is not reqiured
	Pool	deep with slow water
	Riffle	shallow with fast, turbulent water running over rocks
	Run	deep with fast water and little or no turbulence
	Glide	slow moving, non-turbulent flow; too shallow to be a pool and too slow to be a run
	Other
	Not Recorded
Genus	(DROP DOWN OPTIONS)
Species	(DROP DOWN OPTIONS BASED ON SELECTED GENUS)
Length	Measurement in millimeters of the longest anterior to posterior dimension	Required for federally listed species
Height	Measurement in millimeters of longest dorsal to ventral dimension	Required for federally listed species
Width	Measurement in millimeters from valve to valve
Thickness	Measurement in millimeters
Age	In years, as indicated by number of annuli counted or estimated as precisely as practicable.	Required for federally listed species
Method of Aging	(DROP DOWN OPTIONS)	Describes method used to describe mussel age.
	Actual	Annuli were counted with little error
	Estimated	Annuli were not completely discernible or age was estimated by size.
	Not Discernible	Age could not be observed or estimated
Sex	(DROP DOWN OPTIONS)	Required for federally listed species
	F	Female
	M	Male
	Unknown	Unknown
	NA	Not Applicable
Sign of Individual Reproduction	(DROP DOWN OPTIONS)	Required for federally listed species
	Gravid female
	Full lure display
	Partial lure display
	Releases of conglutinates
	Releases of glochidia
	Not checked
	No - none of the above
Tag 1 Number	tag identification number
Tag 1 Type	(DROP DOWN OPTIONS)
	PIT	Passive Integrated Transponder
	Dot	e.g., dot of superglue or waterproof paint pen on outside of shell
	Shellfish	alpha numeric tag
	Etching
	Other
Tag 1 Color	tag color
Tag 1 Placed During Survey	(DROP DOWN OPTIONS)
	Yes
	No
	NA
Tag 2 Number	tag identification number
Tag 2 Type	(DROP DOWN OPTIONS)
	PIT	Passive Integrated Transponder
	Dot	e.g., dot of superglue or waterproof paint pen on outside of shell
	Shellfish	alpha numeric tag
	Etching
	Other
Tag 2 Color	tag color
Tag 2 Placed During Survey	(DROP DOWN OPTIONS)
	Yes
	No
	NA
Type of Reader	type of tag reader used
Photo or Video File Name	name of photo or video file
Voucher or Disposition Location	physical location where dead specimen will be housed
Genetic Sample Location or Where Analyzed	if a genetics sample was taken or analyzed, physical location where the specimen will be held
Location Number	identifying number assigned to a particular quadrat, transect, cell, etc. where individual found, if applicable
Individual Comments	free text to add additional information
References:
Southwick, R.I., and A.J. Loftus, editors. 2018. Investigation and monetary values of fish and freshwater mollusk kills. American Fisheries Society, Special Publication 35, Bethesda, MD, USA.

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Sheet 3: Survey and Location Information

Federal Permit Number

Surveyor Name

The name that is on the title page of your report Report Name or Number

Unique identifier of a specific survey site; If more than one survey is conducted in a day, use some kind of identifier here to differentiate them. Site ID

Waterbody Name

Date a survey is conducted at a site in MM/DD/YYYY format; Surveying on multiple dates should be entered separately for each day Survey Date

Auto-generated Survey ID

Primary State

Primary County

Township

Secondary State

Secondary County

In decimal degrees (GCS NAD83) Latitude Upstream

In decimal degrees (GCS NAD83) Longitude Upstream

In decimal degrees (GCS NAD83) Latitude Downstream

In decimal degrees (GCS NAD83) Longitude Downstream

In square meters Search Area

General Location Information

In square kilometers Watershed Drainage Area

Distance Above or Below Access

Survey Location Comments

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Sheet 4: Method Protocol Data

Select from auto-generated list; Survey and Location information must be entered first Survey ID

Activity

Activity Protocol

See Definitions tab for descriptions of each option Activity Equipment

See Definitions tab for descriptions of each option Activity Metric

In square meters Quadrat Size

Number of Quadrats

Percentage of Quadrats That Were Excavated

In meters Mean Transect Length

In square meters Mean Transect Area

In square meters Cell Size

In person minutes Total Search Time

In square meters Recon Area

Method Comments

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Sheet 5: Habitat Data

Select from auto-generated list; Survey and Location information must be entered first Survey ID

In degrees Celsius Water Temperature

Visibility

Stream Type, Classification or River Group

Habitat

Dominant Substrate

Percent Dominant Substrate

Secondary Substrate

Percent Secondary Substrate

In miligrams per liter Dissolved Oxygen

pH

In millisiemens per centimeter Conductivity

In meters Mean Water Depth

In meters per second Velocity

Most Relevant USGS Gauge Location

USGS Gauge Date

In cubic feet per second USGS Gauge Discharge

In feet USGS Gauge Height

Description of Mussel Bed Boundary

Species Richness

Catch per unit effort for all species, in individuals per survey hour Overall CPUE

Number of individuals of all species per square meter Overall Density

Standard deviation of the density Overall Standard Deviation

Habitat Data Comments

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Sheet 6: Mussel Community Data

Select from auto-generated list; Survey and Location information must be entered first Survey ID

Genus

Species

Number Live

Number Fresh Dead

Weathered Dead Present

Subfossil Present

Signs of Reproduction

Catch per unit effort for individual species, in individuals per survey hour Species Specific CPUE

Number of individuals of a particular species per square meter Species Density

Standard deviation of the density Species Standard Deviation

Recommended file name convention: YYYY_MM_DD_GenusInitial_SpeciesName_Surveyor_SiteName_Photonumber Photo Voucher File Name

Community Comments

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Sheet 7: Individual Mussel Data

Select from auto-generated list; Survey and Location information must be entered first Survey ID

In decimal degrees (GCS NAD83) Specimen Latitude

In decimal degrees (GCS NAD83) Specimen Longitude

Specimen Habitat

Genus

Species

Measurement in millimeters of the longest anterior to posterior dimension Length

Measurement in millimeters of longest dorsal to ventral dimension Height

Measurement in millimeters from valve to valve Width

Measurement in millimeters Thickness

In years, as indicated by number of annuli counted or estimated as precisely as practicable. Age

Method of Aging

Sex

Sign of Individual Reproduction

Tag 1 Number

Tag 1 Type

Tag 1 Color

Tag 1 placed during this survey

Tag 2 Number

Tag 2 Type

Tag 2 Color

Tag 2 placed during this survey

Type of Reader

Photo or Video File Name

Voucher or Disposition Location

Genetic Sample Location or Where Analyzed

Location Number

Individual Comments

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Sheet 8: Name Change Details

Mussels with name changes are highlighted in pink for quick reference.			Names in Green were Unionids not found in Williams et al 2017.
Common Name	Current genus	Current Species	Current Full Name	Old genus	Old Species	Old Full Name	Citation	Notes	Final listing FR	Federally TE?
Mucket	Actinonaias	ligamentina	Actinonaias ligamentina (Lamarck, 1819)
Elktoe	Alasmidonta	marginata	Alasmidonta marginata Say, 1818
Triangle floater	Alasmidonta	undulata	Alasmidonta undulata (Say, 1817)
Slippershell mussel	Alasmidonta	viridis	Alasmidonta viridis (Rafinesque, 1820)
Threeridge	Amblema	plicata	Amblema plicata (Say, 1817)
Cylindrical Papershell	Anodontoides	ferussacianus	Anodontoides ferussacianus (Lea, 1834)
Rock Pocketbook	Arcidens	confragosus	Arcidens confragosus (Say, 1829)
Asian clam	Corbicula	fluminea
Wartyback	Cyclonaias	nodulata	Cyclonaias nodulata	Quadrula (previously listed as Amphinaias?)	nodulata	Quadrula nodulata (Rafinesque, 1820)	Williams et al. 2017	reassigned from Quadrula
Wartyback	Cyclonaias	nodulata	Cyclonaias nodulata	Quadrula	nodulata	Quadrula nodulata (Rafinesque, 1820)	Williams et al. 2017	Reassigned to Cyclonaias
Pimpleback	Cyclonaias	pustulosa	Cyclonaias pustulosa	Quadrula (previously listed as Amphinaias?)	pustulosa	Quadrula pustulosa (Lea, 1831)	Williams et al. 2017	reassigned from Quadrula
Pimpleback	Cyclonaias	pustulosa	Cyclonaias pustulosa (Lea, 1831)	Quadrula	pustulosa pustulosa	Quadrula pustulosa pustulosa (Lea, 1831)	Williams et al. 2017	Nominotypical subspecies not required; reassigned to Cyclonaias
Purple Wartyback	Cyclonaias	tuberculata	Cyclonaias tuberculata (Rafinesque, 1820)
Western Fanshell	Cyprogenia	aberti	Cyprogenia aberti (Conrad, 1850)
Fanshell	Cyprogenia	stegaria	Cyprogenia stegaria (Rafinesque, 1820)
Quagga mussel	Dreissena	bugensis
Zebra mussel	Dreissena	polymorpha
Butterfly	Ellipsaria	lineolata	Ellipsaria lineolata (Rafinesque, 1820)
Eastern elliptio	Elliptio	complanata	Elliptio complanata (Lightfoot, 1786)
Elephantear	Elliptio	crassidens	Elliptio crassidens (Lamarck, 1819)
Ohio riffleshell	Epioblasma	cincinnatiensis	Epioblasma cincinnatiensis	Epioblasma	phillipsii	Epioblasma phillipsii (Conrad, 1836)	Williams et al. 2017	elevated from synonymy
Curtis pearlymussel	Epioblasma	curtisii	Epioblasma curtisii	Epioblasma	florentina curtisii	Epioblasma florentina curtisii (Frierson and Utterback, 1916)	Williams et al. 2017	Subspecies elevated to species
Leafshell	Epioblasma	flexuosa	Epioblasma flexuosa (Rafinesque, 1820)
Catspaw	Epioblasma	obliquata	Epioblasma obliquata	Epioblasma	obliquata obliquata	Epioblasma obliquata obliquata (Rafinesque, 1820)	Williams et al. 2017	Nominotypical subspecies not required
White catspaw	Epioblasma	perobliqua	Epioblasma perobliqua	Epioblasma	obliquata perobliqua	Epioblasma obliquata obliquata (Rafinesque, 1820)	Williams et al. 2017	Subspecies elevated to species
Round combshell	Epioblasma	personata	Epioblasma personata (Say, 1829)
Tennessee riffleshell	Epioblasma	propinqua	Epioblasma propinqua (Lea, 1857)
Northern riffleshell	Epioblasma	rangiana	Epioblasma rangiana (Lea, 1838)	Epioblasma	torulosa rangiana	Epioblasma torulosa rangiana (Lea, 1838)	Williams et al. 2017	Species elevated from subspecies		Yes
Wabash riffleshell	Epioblasma	sampsonii	Epioblasma sampsonii (Lea, 1861)
Tubercled Blossom	Epioblasma	torulosa	Epioblasma torulosa (Rafinesque, 1820)	Epioblasma	torulosa torulosa	Epioblasma torulosa torulosa (Rafinesque, 1820)	Williams et al. 2017	Nominotypical subspecies not required
Snuffbox	Epioblasma	triquetra	Epioblasma triquetra (Rafinesque, 1820)
Spike	Eurynia	dilatata	Eurynia dilatata	Elliptio	dilatata	Elliptio dilatata (Rafinesque, 1820)	Williams et al. 2017	Reassigned to Eurynia
Wabash pigtoe	Fusconaia	flava	Fusconaia flava (Rafinesque, 1820)
Ozark pigtoe	Fusconaia	ozarkensis	Fusconaia ozarkensis (Call, 1887)
Longsolid	Fusconaia	subrotunda	Fusconaia subrotunda (Lea, 1831)
Cracking Pearlymussel	Hemistena	lata	Hemistena lata (Rafinesque, 1820)
Pink mucket	Lampsilis	abrupta	Lampsilis abrupta (Say, 1831)
Northern brokenray	Lampsilis	brittsi	Lampsilis brittsi (Simpson, 1900)
Plain pocketbook	Lampsilis	cardium	Lampsilis cardium (Rafinesque, 1820)
Wavyrayed lampmussel	Lampsilis	fasciola	Lampsilis fasciola (Rafinesque, 1820)
Higgins eye	Lampsilis	higginsii	Lampsilis higginsii (Lea, 1857)							Yes
Lousiana fatmucket	Lampsilis	hydiana	Lampsilis hydiana (Lea, 1838)
Pocketbook	Lampsilis	ovata	Lampsilis ovata (Say, 1817)
Eastern lampmussel	Lampsilis	radiata	Lampsilis radiata (Gmelin, 1791)
Neosho mucket	Lampsilis	rafinesqueana	Lampsilis rafinesqueana (Frierson, 1927)
Arkansas brokenray	Lampsilis	reeveiana	Lampsilis reeveiana (Lea, 1852)
Fatmucket	Lampsilis	siliquoidea	Lampsilis siliquoidea (Barnes, 1823)
Yellow sandshell	Lampsilis	teres	Lampsilis teres (Parmalee and Brogan, 1998)	Lampsilis	teres anodontoides	Lampsilis teres anadontoides (Lea, 1834)		?? only teres named in Williams et al. no teres teres or teres anodontoides
Yellow sandshell	Lampsilis	teres	Lampsilis teres (Parmalee and Brogan, 1998)	Lampsilis	teres teres	Lampsilis teres teres (Rafinesque, 1820)		?? only teres named in Williams et al. no teres teres or teres anodontoides
White heelsplitter	Lasmigona	complanata	Lasmigona complanata (Barnes, 1823)
Creek heelsplitter	Lasmigona	compressa	Lasmigona compressa (Lea, 1829)
Fluted shell	Lasmigona	costata	Lasmigona costata (Rafinesque, 1820)
Fragile papershell	Leptodea	fragilis	Leptodea fragilis (Rafinesque, 1820)
Scaleshell	Leptodea	leptodon	Leptodea leptodon (Rafinesque, 1820)
Eastern pondmussel	Ligumia	nasuta	Ligumia nasuta (Say, 1817)
Black sandshell	Ligumia	recta	Ligumia recta (Lamarck, 1819)
Pondmussel	Ligumia	subrostrata	Ligumia subrostrata (Say, 1831)
Spectaclecase	Cumberlandia	monodonta	Cumberlandia monodonta (Say, 1829)						77 FR 14914	Yes
Washboard	Megalonaias	nervosa	Megalonaias nervosa (Rafinesque, 1820)
Lake fingernailclam	Musculium	lacustre	Musculium lacustre (Müller, 1774)
	Musculium	partumenium	Musculium partumenium
Pond fingernailclam	Musculium	securis	Musculium securis (Prime, 1852)
Long fingernailclam	Musculium	transversum	Musculium transversum (Say, 1829)
Threehorn wartyback	Obliquaria	reflexa	Obliquaria reflexa (Rafinesque, 1820)
Southern hickorynut	Obovaria	arkansasensis	Obovaria arkansasensis (Lea, 1862)	Obovaria	jacksoniana	Obovaria jacksoniana (Frierson, 1912)	Williams et al. 2017	Synonym of Obovaria arkansasensis
Hickorynut	Obovaria	olivaria	Obovaria olivaria (Rafinesque, 1820)
Ring pink	Obovaria	retusa	Obovaria retusa (Lamarck, 1819)
Round hickorynut	Obovaria	subrotunda	Obovaria subrotunda (Rafinesque, 1820)
Adam peaclam	Pisidium	adamsi	Pisidium adamsi (Stimpson, 1851)
Ubiquitous peaclam	Pisidium	casertanum	Pisidium casertanum (Poli, 1791)
Ridgedbeak peaclam	Pisidium	compressum	Pisidium compressum (Prime, 1852)
Alpine peaclam	Pisidium	conventus	Pisidium conventus (Clessin, 1877)
Ornamented peaclam	Pisidium	cruciatum	Pisidium cruciatum (Sterki, 1895)
Greater Eastern peaclam	Pisidium	dubium	Pisidium dubium (Say, 1817)
Round peaclam	Pisidium	equilaterale	Pisidium equilaterale (Prime, 1852)
River peaclam	Pisidium	fallax	Pisidium fallax (Sterki, 1896)
Rusty peaclam	Pisidium	ferrugineum	Pisidium ferrugineum (Prime, 1852)
Giant northern peaclam	Pisidium	idahoense	Pisidium idahoense (Roper, 1890)
Lilljeborg peaclam	Pisidium	lilljeborgi	Pisidium lilljeborgi (Clessin, 1886)
Shiny peaclam	Pisidium	nitidum	Pisidium nitidum (Jenyns, 1832)
Perforated peaclam	Pisidium	punctatum	split into P. moitessierianum (Paladilhe, 1866) and P. simplex (Sterki, 1905)				http://explorer.natureserve.org/servlet/NatureServe?searchName=Pisidium+simplex
Striate peaclam	Pisidium	punctiferum	Pisidium punctiferum (Guppy, 1867)
Fat peaclam	Pisidium	rotundatum	Pisidium rotundatum (Prime, 1852)
Triangular peaclam	Pisidium	variabile	Pisidium variabile (Prime, 1852)
Walker peaclam	Pisidium	walkeri	Pisidium walkeri (Sterki, 1895)
Bankclimber	Plectomerus	dombeyanus	Plectomerus dombeyanus (Valenciennes, 1827)
White wartyback	Plethobasus	cicatricosus	Plethobasus cicatricosus (Say, 1829)
Orangefoot pimpleback	Plethobasus	cooperianus	Plethobasus cooperianus (Lea, 1834)
Sheepnose	Plethobasus	cyphyus	Plethobasus cyphyus (Rafinesque, 1820)							Yes
Clubshell	Pleurobema	clava	Pleurobema clava (Lamarck, 1819)							Yes
Round pigtoe	Pleurobema	coccineum	Pleurobema coccineum (Conrad, 1836)
Ohio pigtoe	Pleurobema	cordatum	Pleurobema cordatum (Rafinesque, 1820)
Rough pigtoe	Pleurobema	plenum	Pleurobema plenum (Lea, 1840)
Pyramid pigtoe	Pleurobema	rubrum	Pleurobema rubrum (Rafinesque, 1820)
Round pigtoe	Pleurobema	sintoxia	Pleurobema sintoxia (Rafinesque, 1820)
Pink heelsplitter	Potamilus	alatus	Potamilus alatus (Say, 1817)
Fat pocketbook	Potamilus	capax	Potamilus capax (Green, 1832)
Pink papershell	Potamilus	ohiensis	Potamilus ohiensis (Rafinesque, 1820)
Bleufer	Potamilus	purpuratus	Potamilus purpuratus (Lamarck, 1819)
Kidneyshell	Ptychobranchus	fasciolaris	Ptychobranchus fasciolaris (Rafinesque, 1820)
Ouachita Kidneyshell	Ptychobranchus	occidentalis	Ptychobranchus occidentalis (Conrad, 1836)
Eastern floater	Pyganodon	cataracta	Pyganodon cataracta (Say, 1817)
Giant floater	Pyganodon	grandis	Pyganodon grandis (Say, 1829)
Lake floater	Pyganodon	lacustris	Pyganodon lacustris (Lea, 1857)				Williams et al. 2017	publication date corrected
Round lake floater	Pyganodon	subgibbosa	Pyganodon subgibbosa
Winged mapleleaf	Quadrula	fragosa	Quadrula fragosa (Conrad, 1835)							Yes
Gulf mapleleaf	Quadrula	nobilis	Quadrula nobilis				Williams et al. 2017	Elevated from synonymy
Mapleleaf	Quadrula	quadrula	Quadrula quadrula (Rafinesque, 1820)
Ebonyshell	Reginaia	ebenus	Reginaia ebenus	Fusconaia	ebena	Fusconaia ebena (Lea 1831)	Williams et al. 2017	Reassigned to Reginaia, spelling correction of species name
Salamander mussel	Simpsonaias	ambigua	Simpsonaias ambigua (Say, 1825)
River fingernailclam	Sphaerium	fabale	Sphaerium fabale (Prime, 1852)
Herrington fingernailclam	Sphaerium	occidentale	Sphaerium occidentale (Lewis, 1856)
Rhomboid fingernailclam	Sphaerium	rhomboideum	Sphaerium rhomboideum (Say, 1822)
Grooved fingernailclam	Sphaerium	simile	Sphaerium simile (Say, 1817)
Striated fingernailclam	Sphaerium	striatinum	Sphaerium striatinum (Lamarck, 1818)
Creeper	Strophitus	undulatus	Strophitus undulatus (Say, 1817)
Rabbitsfoot	Theliderma	cylindrica	Theliderma cylindrica	Quadrula	cylindrica cylindrica	Quadrula cylindrica cylindrica (Say, 1817)	Williams et al. 2017	Reassigned from Quadrula		Yes
Monkeyface	Theliderma	metanevra	Theliderma metanevra	Quadrula	metanevra	Quadrula metanevra (Rafinesque, 1820)	Williams et al. 2017	Reassigned to Theliderma
Purple lilliput	Toxolasma	lividum	Toxolasma lividum	Toxolasma	lividus	Toxolasma lividus (Rafinesque, 1831)	Williams et al. 2017	Incorrect spelling of species name; parenthesis not needed
Lilliput	Toxolasma	parvum	Toxolasma parvus	Toxolasma	parvus	Toxolasma parvum (Barnes, 1823)	Williams et al. 2017	Incorrect spelling of species name
Texas lilliput	Toxolasma	texasiense	Toxolasma texasiense	Toxolasma	texasiensis	Toxolasma texasiensis (Lea, 1857)	Williams et al. 2017	Incorrect spelling of species name
Pistolgrip	Tritogonia	verrucosa	Tritogonia verrucosa (Rafinesque, 1820)
Fawnsfoot	Truncilla	donaciformis	Truncilla donaciformis (Lea, 1828)
Deertoe	Truncilla	truncata	Truncilla truncata (Rafinesque, 1820)
Pondhorn	Uniomerus	tetralasmus	Uniomerus tetralasmus (Say, 1831)
Paper pondshell	Utterbackia	imbecillis	Utterbackia imbecillis (Say, 1829)
Flat floater	Utterbackiana	suborbiculata	Utterbackiana suborbiculata	Anodonta	suborbiculata	Anodonta suborbiculata (Say, 1831)	Williams et al. 2017	Reassigned to Utterbackiana
Ellipse	Venustaconcha	ellipsiformis	Venustaconcha ellipsiformis (Conrad, 1836)
Bleedingtooth mussel	Venustaconcha	pleasii	Venustaconcha pleasii (Marsh, 1891)
Rayed bean	Villosa	fabalis	Villosa fabalis (Lea, 1831)							Yes
Rainbow	Villosa	iris	Villosa iris (Lea, 1829)
Little spectaclecase	Villosa	lienosa	Villosa lienosa (Conrad, 1834)

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Sheet 9: Required Notices