The Monitoring Matters Network

Community Monitoring of Natural Resource Systems and the Environment

Community monitoring can track environmental phenomena, resource use, and natural resource management processes of concern to community members. It can also contribute to planning and decision-making and empower community members in resource management. While community monitoring that addresses the environmental crisis is growing, it also gathers data on other global challenges: climate change, social welfare, and health. Some environmental community monitoring programs are challenged by limited collective action and community participation, insufficient state responsiveness to data and proposals, and lack of sustainability over time. Additionally, community members monitoring the environment are increasingly harassed and sometimes killed. Community monitoring is more effective with improved data collection, improved data management and sharing, andstronger efforts to meet community information needs, enable conflict resolution, and strengthen self-determination. Other promising areas for development are further incorporating governance issues, embracing integrated approaches at the community level, and establishing stronger links to national and global frameworks.

The Concept, Practice, Application, and Results of Locally Based Monitoring of the Environment

Locally based monitoring is typically undertaken in areas in which communities have a close attachment to their natural resource base. We present a summary of work to develop a theoretical and practical understanding of locally based monitoring and we outline tests of this approach in research and practice over the past 20 years. Our tests show that locally based monitoring delivers credible data at local scale independent of external experts and can be used to inform local and national decision making within a short timeframe. We believe that monitoring conducted by and anchored in communities will gain in importance where scientist-led monitoring is sparse or too expensive to sustain and for ecosystem attributes in cases in which remote sensing cannot provide credible data. The spread of smartphone technology and online portals will further enhance the importance and usefulness of this discipline.

Creating Synergies between Citizen Science and Indigenous and Local Knowledge

Citizen science (CS) is receiving increasing attention as a conduit for Indigenous and local knowledge (ILK) in ecosystem stewardship and conservation. Drawing on field experience and scientific literature, we explore the connection between CS and ILK and demonstrate approaches for how CS can generate useful knowledge while at the same time strengthening ILK systems. CS invites laypersons to contribute observations, perspectives, and interpretations feeding into scientific knowledge systems. In contrast, ILK can be understood as knowledge systems in its own right, with practices and institutions to craft legitimate and useful knowledge. Such fundamental differences in how knowledge is generated, interpreted, and applied need to be acknowledged and understood for successful outcomes. Engaging with complementary knowledge systems using a multiple evidence base approach can improve the legitimacy of CS initiatives, strengthen collaborations through ethical and reciprocal relationships with ILK holders, and contribute to better stewardship of ecosystems.

Connecting Top-Down and Bottom-Up Approaches in Environmental Observing

Effective responses to rapid environmental change rely on observations to inform planning and decision-making. Reviewing literature from 124 programs across the globe and analyzing survey data for 30 Arctic community-based monitoring programs, we compare top-down, large-scale program driven approaches with bottom-up approaches initiated and steered at the community level. Connecting these two approaches and linking to Indigenous and local knowledge yields benefits including improved information products and enhanced observing program efficiency and sustainability. We identify core principles central to such improved links: matching observing program aims, scales, and ability to act on information; matching observing program and community priorities; fostering compatibility in observing methodology and data management; respect of Indigenous intellectual property rights and the implementation of free, prior, and informed consent; creating sufficient organizational support structures; and ensuring sustained community members’ commitment. Interventions to overcome challenges in adhering to these principles are discussed.

The Use of Digital Platforms for Community-Based Monitoring

Environmental observing programs that are based on Indigenous and local knowledge increasingly use digital technologies. Digital platforms may improve data management in community-based monitoring (CBM) programs, but little is known about how their use translates into tangible results. Drawing on published literature and a survey of 18 platforms, we examine why and how digital platforms are used in CBM programs and illuminate potential challenges and opportunities. Digital platforms make it easy to collect, archive, and share CBM data, facilitate data use, and support understanding larger-scale environmental patterns through interlinking with other platforms. Digital platforms, however, also introduce new challenges, with implications for the sustainability of CBM programs and communities’ abilities to maintain control of their own data. We expect that increased data access and strengthened technical capacity will create further demand within many communities for ethically developed platforms that aid in both local and larger-scale decision-making.

Community-Based Monitoring of Tropical Forest Crimes and Forest Resources Using Information and Communication Technology – Experiences from Prey Lang, Cambodia

The use of smartphones for data collection has opened up new opportunities for communities wishing to engage in community-based monitoring. While information and communication technology (ICT) is able to systematize data collection, complex functions and observation types can present challenges for community members. ICT also may skew community participation towards young men, as they are sometimes more comfortable using smartphones. This study investigates the success and cost-effectiveness of having local forest monitors use ICT to collect data on forest crimes and forest resources in Prey Lang, Cambodia. A workshop was held with the Prey Lang Community Network to identify the resources and illegal activities to be monitored. Guided by the community members, a smartphone app was subsequently developed and a total of 36 community members were trained in its use. We examined the extent to which the capacity of community members to collect data was dependent upon the complexity of the ICT and on their age and gender. We also assessed the costs of the monitoring program over a two-year period. The community members were able to collect large amounts of data regardless of their gender or age. They made 10,842 entries of data on illegal logging and forest resources. Increased complexity of the app had no impact on the proportion of quality data collected. The cost of monitoring resembled other community-based monitoring programs but was notably less than for monitoring by professional foresters. Our findings suggest that local communities with little formal education are able to monitor forest crimes and forest resources cost-effectively using ICT; however, while the documentation collected was highly valuable, software and hardware maintenance, along with the digital data validation process, will continue to require external support.

Citizen science tools for engaging local stakeholders and promoting local and traditional knowledge in landscape stewardship

Citizen science has been proposed as one way of engaging local stakeholders in landscape stewardship (Plieninger and Bieling 2012). Citizen science encompasses a broad array of approaches in which citizens are involved in one or more aspects of assessment and monitoring of the environment (Bonney et al. 2014). In Europe, most citizen science schemes only involve community members in data collection. The design, analysis and interpretation of the assessment results are undertaken by professional researchers. Recently, experiments have been made to involve community members in all aspects of environmental assessment and monitoring, including scheme design, data interpretation and use of the results for decision-making and action (Johnson et al. 2016). Although there are still a number of scientific questions surrounding these approaches and many schemes are still at an early stage of development, the new approaches show a great deal of promise. A topic corresponding with citizen science is the promotion of traditional and indigenous knowledge associated with land use and landscapes (Berkes 2012). We recognise the differences between local and traditional knowledge, indigenous knowledge and knowledge generally held by citizens. Local and traditional knowledge is held by communities with longterm affiliations to specific landscapes. Indigenous knowledge also has long-term affiliations with landscape but has furthermore a specific legal status being protected under international agreements (Convention on Biological Diversity, Article 8j). This chapter analyses the challenges and successes of three schemes that stand out from the majority, because they involve natural resource users directly in monitoring attributes central to their livelihoods (Greenland and Finland) or because of the role of digital technology in facilitating the citizen science activities (Faroe Islands). We begin by describing and explaining the activities and outcomes for each of the three schemes, before presenting our own cross-cutting analysis of the benefits and challenges of such approaches for engaging local stakeholders in landscape stewardship.

Can Community Members Identify Tropical Tree Species for REDD+ Carbon and Biodiversity Measurements?

Biodiversity conservation is a required co-benefit of REDD+. Biodiversity monitoring is therefore needed, yet in most areas it will be constrained by limitations in the available human professional and financial resources. REDD+ programs that use forest plots for biomass monitoring may be able to take advantage of the same data for detecting changes in the tree diversity, using the richness and abundance of canopy trees as a proxy for biodiversity. If local community members are already assessing the above-ground biomass in a representative network of forest vegetation plots, it may require minimal further effort to collect data on the diversity of trees. We compare community members and trained scientists’ data on tree diversity in permanent vegetation plots in montane forest in Yunnan, China. We show that local community members here can collect tree diversity data of comparable quality to trained botanists, at one third the cost. Without access to herbaria, identification guides or the Internet, community members could provide the ethno-taxonomical names for 95% of 1071 trees in 60 vegetation plots. Moreover, we show that the community-led survey spent 89% of the expenses at village level as opposed to 23% of funds in the monitoring by botanists. In participatory REDD+ programs in areas where community members demonstrate great knowledge of forest trees, community-based collection of tree diversity data can be a cost-effective approach for obtaining tree diversity information.

Community Monitoring of Carbon Stocks for REDD+: Does Accuracy and Cost Change over Time?

Reducing emissions from deforestation and forest degradation in developing countries, and the role of conservation, sustainable management of forests, and enhancement of forest carbon stocks in developing countries (REDD+) is a potentially powerful international policy mechanism that many tropical countries are working towards implementing. Thus far, limited practical consideration has been paid to local rights to forests and forest resources in REDD+ readiness programs, beyond noting the importance of these issues. Previous studies have shown that community members can reliably and cost-effectively monitor forest biomass. At the same time, this can improve local ownership and forge important links between monitoring activities and local decision-making. Existing studies have, however, been static assessments of biomass at one point in time. REDD+ programs will require repeated surveys of biomass over extended time frames. Here, we examine trends in accuracy and costs of local forest monitoring over time. We analyse repeated measurements by community members and professional foresters of 289 plots over two years in four countries in Southeast Asia. This shows, for the first time, that with repeated measurements community members’ biomass measurements become increasingly accurate and costs decline. These findings provide additional support to available evidence that community members can play a strong role in monitoring forest biomass in the local implementation of REDD+.

A Multicountry Assessment of Tropical Resource Monitoring by Local Communities

The rapid global growth of conservation schemes designed to incentivize local communities to conserve natural resources has placed new importance on biological monitoring to assess whether agreements and targets linked to payments are being met. To evaluate competence in natural resource monitoring, we compared data on status and trends collected independently by local-community members and trained scientists for 63 taxa and five types of resource use in 34 tropical forest sites across four countries over 2.5 years. We hypothesized that the results would vary according to differences in the education and value systems of the monitors. We found that, despite considerable differences in countries, cultures, and the types of natural resources monitored, the community members and the scientists produced similar results for the status of and trends in species and natural resources. Our findings highlight the potential value of locally based natural resource monitoring for conservation decisionmaking across developing countries.

Linking Public Participation in Scientific Research to the Indicators and Needs of International Environmental Agreements

Different monitoring approaches collect data that can measure progress toward achieving global environmental indicators. These indicators can: (1) Audit management actions; (2) Inform policy choices; and (3) Raise awareness among the public and policy makers. We present a generic, empirically based, framework of different environmental monitoring approaches, ranging from scientist-driven to those undertaken by local people. This framework is used to assess monitoring possibilities for the Convention on Biological Diversity “2020” indicators, and those of 11 other international environmental agreements. Of the 186 indicators in these 12 environmental agreements, 69 (37%) require monitoring by professional scientists, whereas 117 (63%) can involve community members as “citizen scientists.” Promoting “community-based” and “citizen science” approaches could significantly enrich monitoring progress within global environmental conventions. It would also link environmental monitoring to awareness raising and enhanced decision-making at all levels of resource management.

Testing Focus Groups as a Tool for Connecting Indigenous and Local Knowledge on Abundance of Natural resources with Science-Based Land Management Systems

One of the clearly stated intentions of the Intergovernmental Platform on Biodiversity and Ecosystem Services (IPBES) is to bring both “western scientific” and “indigenous and local” knowledge systems within synthetic global, regional, and thematic assessments. A major challenge will be how to use, and quality-assure, information derived from different knowledge systems. We test how indigenous and local knowledge on natural resources in Miskito and Mayangna communities in Nicaragua, validated through focus groups with community members, compares with information collected on line transects by trained scientists. Both provide comparable data on natural resource abundance, but focus groups are eight times cheaper. Such approaches could increase the amount and geographical scope of information available for assessments at all levels, while simultaneously empowering indigenous and local communities who generally have limited engagement in such processes.

Community Monitoring for REDD+: International Promises and Field Realities

Will community monitoring assist in delivering just and equitable REDD+? We assessed whether local communities can effectively estimate carbon stocks in some of the world’s most carbon rich forests, using simple field protocols, and we reviewed whether community monitoring exists in current REDD+ pilots. We obtained similar results for forest carbon when measured by communities and professional foresters in 289 vegetation plots in Southeast Asia. Most REDD+ monitoring schemes, however, contain no community involvement. To close the gulf between United Nations Framework Convention on Climate Change texts on involving communities and field implementation realities, we propose greater embedding of community monitoring within national REDD+ pilot schemes, which we argue will lead to a more just REDD+.

Reshaping conservation: the social dynamics of participatory monitoring in Tanzania’s community-managed forests

Drawing on a study of community-managed forest reserves in southern Tanzania, this article discusses how community members engage and shape inclusive protected area management practices to produce outcomes that were not intended by external implementers. The article shows how a participatory natural resource monitoring scheme operating in the area becomes part of the villagers’ collective and individual efforts to assert their claims to territory and resources vis-a-vis the state, other communities, and other community members. By altering the monitoring procedures in subtle ways, community members strengthen the monitoring practices to their advantage, and to some extent move them beyond the reach of government agencies and conservation and development practitioners. This has led to outcomes that are of greater social and strategic value to communities than the original ‘planned’ benefi ts, although the monitoring scheme has also to some extent become dominated by local ‘conservation elites’ who negotiate the terrain between the state and other community members. Our findings suggest that we need to move beyond simplistic assumptions of community strategies and incentives in participatory conservation and allow for more adaptive and politically explicit governance spaces in protected area management.

At the heart of REDD: a role for local people in monitoring forests?

REDD+ implementation challenges include linking remote sensing and national forest inventories of carbon stocks, to local implementation and measuring carbon loss from forest degradation. Community-based forest monitoring can help overcome these challenges. This analysis shows that local people can collect forest condition data of comparable quality to trained scientists, at half the cost. Empowering communities to own and monitor carbon stocks could provide a rapid and cost-effective way of absorbing carbon dioxide emissions, while potentially contributing to local livelihoods and forest biodiversity conservation.

Environmental monitoring: the scale and speed of implementation varies according to the degree of peoples involvement

Solutions to the global environmental crisis require scientific knowledge and responses spanning different spatial scales and levels of societal organization; yet understanding how to translate environmental knowledge into decision-making and action remains limited. This analysis examined 104 published environmental monitoring schemes to assess whether participation in data collection and analysis influences the speed and scale of decision-making and action. The results show that involving local stakeholders in monitoring enhances management responses at local spatial scales, and increases the speed of decision-making to tackle environmental challenges at operational levels of resource management.

Local Participation in Natural Resource Monitoring – A Characterization of Approaches

No system exists to guide the development and expansion of natural resource monitoring schemes. To help develop such a protocol, the authors present a typology of monitoring categories, defined by their degree of local participation, ranging from no local involvement with monitoring undertaken by professional researchers to an entirely local effort with monitoring undertaken by local people. The strengths and weaknesses of each monitoring category are assessed. Locally based monitoring can lead to rapid decisions to solve the key threats affecting natural resources, can empower local communities to better manage their resources, and can refine sustainable-use strategies to improve local livelihoods.