Ozone Indicator - EAST and WEST (page 1 of 2)

**CHECKLIST FOR HOT AUDITS AND TRAINING SESSIONS**

Crew ID (names or Tally numbers):
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

State: \_\_\_\_\_\_\_\_\_\_ Date: \_\_­­\_\_\_\_\_\_\_\_ QA Staff or
Regional Trainer: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

A. Basic Concepts/Definitions Pass Notes/Corrective Action

1\. Ozone pollution \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

2\. Ozone injury to plants \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

3\. Factors influencing injury \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

4\. Bioindicator plants \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

5\. Base-line data

B. Symptom Review

6\. General diagnostic criteria \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

7\. Leaves exposed to sunlight \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

8\. Mimicking symptoms \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

9\. Missing foliage \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

10\. Genetic variability \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

C. Procedures

11\. Field equipment \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

12\. Evaluation window \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

13\. Site selection \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

14\. Split-plots \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

15\. Mapping \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

16\. Species identification \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

17\. Number of plants sampled \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

18\. Sampling pattern \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
19. Note on clonal species \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

20\. Percent scale for injury \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
21. Injury amount \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
22. Injury severity \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
23. Injury location \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
24. Injury type \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

25\. Leaf vouchers \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

26\. Mailing procedures \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

D. Data Forms and Reporting

27\. Electronic data entry \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

28\. Tally codes and definitions \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

29\. Help screens/pop-up menu \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

30\. Data sheets - maps \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

31\. Plot notes \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

32\. Contact person \_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**Return to:** *Gretchen Smith, Department of Natural Resources
Conservation*

*160 Holdsworth Way,University of Massachusetts, Amherst, MA 01003*

**Ozone Indicator - Audit Form for EAST and WEST (Page 2 of 2)**

**Targeted questions to accompany the checklist for Hot Audits**

These are intended to guide the auditor/trainer through the crew
evaluation process. There is a sample question or questions for each
item on the preceding checklist. The number(s) in parentheses following
each question refer back to the numbered item(s) on the preceding
checklist. The auditor can and should ask additional questions to assess
individual field crew understanding of the ozone indicator. The regional
QA staff conducting the routine hot audits after the ozone training
sessions must complete an ozone audit sheet for each crew. Completed
audit sheets are mailed to the National Ozone Advisor at the end of the
ozone field season.

What is ozone pollution? (1)

How does ozone injure sensitive plants? (2)

What environmental factors influence injury? (3)

What is a bioindicator plant? (4)

Why do we collect bioindicator data in both clean air and high ozone
areas? (5)

How do you differentiate ozone injury from some other leaf symptom? (6)

Do shaded leaves show injury symptoms? (7)

Are there pest problems or environmental stresses that cause injury
similar to the ozone symptom? (8)

What could it mean if a bioindicator plant has lost some foliage? (9)

If you find one sensitive plant in an area, will all plants be similarly
affected? (10)

What equipment is needed to complete the procedures for this indicator?
(11)

What is the evaluation window for your region? (12)

What data do you collect during the evaluation window? (12, 19-24)

What are the recommended site selection guidelines for a good ozone
biomonitoring site? (13)

What is an example of a man-made disturbance that would cause you to
reject or replace an existing site? (13)

What is an example of a natural disturbance that would cause you to
reject or replace an existing site? (13)

What is a split-plot? How do you record a split-plot on the PDR or data
sheet? (14)

Why is the site map important? (15)

Why is it important to indicate plant groupings on the site map? (15)

Must geographic coordinates be collected at all plots? How? (15)

Can you identify the bioindicator species for your region? (16)

How many species and how many plants are selected at each site for
evaluation? (17)

How do you go about selecting plants for the injury evaluations? (17,
18)

Are some of the bioindicator species clonal? How do sample plants that
you suspect may be clonal? (19)

How many categories are there in the percent scale used for rating ozone
injury amount and severity? (20)

Are zero values (no injury) recorded? (20)

Define the following terms: injury amount, injury severity, injury
location, injury type. (21-24)

What is a leaf voucher? How many leaves or branch samples? (25)

What needs to go into the mailing envelope for each voucher? (25, 26)

What data is collected electronically? (27, 28) on data sheets? (30)

Do you understand the Tally measurement codes and definitions? e.g.
PlotNum, O3SmpKnd, GridDen (28,29)

What kind of information should be in the plot notes? (31)

Is it important to describe the type and severity of disturbance to the
ozone site in the plot notes? (31)

Who do you call if you have questions during the field season? (32)

If you have comments or suggestions for the Indicator Advisor on any
aspect of the hot audits or training sessions, please note them here, or
send an e-mail to *Gretchen Smith* at gcsmith@forwild.umass.edu

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