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Chapter 9 Expanding shellfish aquaculture: a review of the ecological services provided by and impacts of native and cultured bivalves in shellfish- dominated ecosystems Loren D. Coen, Brett R. Dumbauld, and Michael L. Judge Introduction Aquaculture is making an ever -increasing con- tribution to the worldwide demand for shell- fish at the same time that native “wild stock” populations have been or are significantly declining (Naylor et al. 2000; Beck et al. 2009, in press). At the same time, there has been increasing awareness of the ecosystem services that native bivalves provide as habitat, biofil- ters, and shoreline stabilizers (reviewed in Newell 2004; Coen et al. 2007; Grabowski and Peterson 2007; see also Chapter 1 in this book). Habitat-forming bivalve species as those that are (1) reef-forming; (2) aggregation- forming; or (3) shell-accumulating species (ASMFC 2007). Given (1) the worldwide decline of native species’ populations (Kirby 2004; Airoldi and Beck 2007; Beck et al. 2009; Gillespie 2009); (2) the associated loss of criti- cal (“nursery”) habitats; and (3) the ever - increasing worldwide contribution of cultured native and nonnative species, the beneficial services and negative impacts associated with Shellfish Aquaculture and the Environment, First Edition. Edited by Sandra E. Shumway. © 2011 John Wiley & Sons, Inc. Published 2011 by John Wiley & Sons, Inc. 239

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Chapter 9

Expanding s hellfi sh a quaculture: a r eview of the e cological s ervices p rovided by and i mpacts of n ative and c ultured b ivalves in s hellfi sh - d ominated e cosystems Loren D. Coen , Brett R. Dumbauld , and Michael L. Judge

Introduction

Aquaculture is making an ever - increasing con-tribution to the worldwide demand for shell-fi sh at the same time that native “ wild stock ” populations have been or are signifi cantly declining (Naylor et al. 2000 ; Beck et al. 2009, in press ). At the same time, there has been increasing awareness of the ecosystem services that native bivalves provide as habitat, biofi l-ters, and shoreline stabilizers (reviewed in Newell 2004 ; Coen et al. 2007 ; Grabowski

and Peterson 2007 ; see also Chapter 1 in this book). Habitat - forming bivalve species as those that are (1) reef - forming; (2) aggregation - forming; or (3) shell - accumulating species (ASMFC 2007 ). Given (1) the worldwide decline of native species ’ populations (Kirby 2004 ; Airoldi and Beck 2007 ; Beck et al. 2009 ; Gillespie 2009 ); (2) the associated loss of criti-cal ( “ nursery ” ) habitats; and (3) the ever - increasing worldwide contribution of cultured native and nonnative species, the benefi cial services and negative impacts associated with

Shellfi sh Aquaculture and the Environment, First Edition. Edited by Sandra E. Shumway.© 2011 John Wiley & Sons, Inc. Published 2011 by John Wiley & Sons, Inc.

239

240 Shellfi sh Aquaculture and the Environment

commercial culture. We use indirect evidence where available to gauge these effects for other cultured species, especially oysters (see also Heffernan 1999 ; Deal 2005 ; Dumbauld et al. 2009 ; Forrest et al. 2009 ; NRC 2009, 2010 ) and provide a brief overview of the state of our knowledge regarding natural bivalve com-munities, reefs and aggregations, “ ecosystem services, ” justifi cation for shellfi sh protection, enhancement, and restoration efforts. We then include several case studies of shellfi sh aqua-culture and discuss the direct and indirect, biotic and abiotic, and both positive and nega-tive effects in an estuarine or marine context. For shellfi sh these impacts vary by (1) location of habitat (intertidal vs. subtidal); (2) extent of cultured versus natural acreage (scale); (3) other elements associated with the proposed area to be farmed (e.g., existing seagrasses, competitors, benthos, available hard substrate, exotics); and (4) latitudinal/geographical dif-ferences (cf. native or introduced species, regu-lations, western Atlantic, Gulf of Mexico, or Eastern Pacifi c). For some systems there is a wealth of general information that is transfer-able in part to specifi c sites (e.g., carrying capacity, lost habitat structure); for others site - specifi c sampling and related research is required (e.g., marine mammals, fl ow, com-petitors, submerged aquatic vegetation [SAV]). All of these factors should be addressed before deciding whether bivalve aquaculture can partly or fully replace lost natural systems and the resultant effects (NRC 2009, 2010 ), espe-cially given our limited understanding of these natural, and in many cases, “ relic ” native shellfi sh populations (Beck et al. 2009, in press ).

Shellfi sh h abitats, e cosystem s ervices, and e ngineers

Shellfi sh habitats — whether a living assem-blage or an accumulation of dead shells — provide the necessary hard substrate for the

native shellfi sh should be examined. This eval-uation is critical since expanding aquaculture may provide many of the same services as native shellfi sh populations, while reducing fi shing pressure on native “ wild stocks ” (e.g., Shumway and Kraeuter 2004 ; NRC 2010 ). Most or all native oyster species on the U.S. West Coast are signifi cantly depressed or extir-pated (e.g., U.S. West Coast, Canada, and Mexico oysters, Ostrea lurida and Ostrea con-chaphila , reviewed in McGraw 2009 ), whereas Crassostrea virginica is either still harvested directly on the Gulf of Mexico and eastern U.S. coasts because of suffi cient larval supply and settlement substrates (e.g., Coen et al. 2007 ; Brumbaugh and Coen 2009 ).

In contrast to fi nfi sh aquaculture (numerous reviews), the use of molluscs as “ farmed ” species is generally perceived as benign, except perhaps with regard to the production of mussels on an industrial scale where signifi -cant impacts have been demonstrated quite often (e.g., Grant et al. 1995 ; Black 2001 ; Alongi et al. 2003 ; Asmus and Asmus 2005 ; Cranford et al. 2007 ; McKindsey et al. 2009 ; Paraskevi et al. 2009 ). In addition to the above - mentioned services, there are numerous examples where the shellfi sh aquaculture industry has fought for improved water quality standards, and helped to regulate and enhance waste water treatment, septic system upgrades (see also Lindahl et al. 2005 ; Gren et al. 2009 ) and the impacts of upland runoff (Chapters 8 and 9 in this book). Although numerous studies have focused on mussels grown in rope culture, associated carrying capacities, and related community and ecosystem effects, few if any directed studies have assessed molluscan aquaculture ’ s impacts or its parallel services to native - dominated systems (cf. NRC 2009, 2010 ).

In this chapter, we summarize what is known about ecosystem services provided by bivalves, particularly in the United States, as well as any potential ecosystem impacts (both negative and positive), resulting from their

Impacts of native and cultured bivalves 241

biology and ecology of most shellfi sh species has primarily focused, until recently, on resource - related questions (e.g., Coen et al. 1999a, 1999b ; Lenihan 1999 ; Luckenbach et al. 1999 ; Coen and Luckenbach 2000 ; Beck et al. 2003 ). Shellfi sh, traditionally, have only been considered a resource to be extracted (e.g., Lenihan and Peterson 1998 ; Coen et al. 1999b, 2007 ; Beck et al. 2009 ), and most state and federal fi sheries management agencies did not view shell bottom habitats as essential fi sh habitat ( EFH ) until the late 1990s (e.g., Thayer 1992 ; Luckenbach et al. 1999 ; Coen et al. 1999b ). The broader ecological value of shell-fi sh recently has begun to gain more universal recognition (Luckenbach et al. 1999 ; Coen et al. 2007 ; Grabowski and Peterson 2007 ; Beck et al. 2009 ). The result has been new and broadened shellfi sh research and restoration perspectives (Luckenbach et al. 1999 ; Coen and Luckenbach 2000 ; Thayer et al. 2003, 2005 ; Grabowski and Peterson 2007 ; Schulte et al. 2009 ).

Complex, h abitat - f orming s hellfi sh s pecies

For bivalves and gastropod molluscs, the cal-careous shell functions as the protective exo-skeleton forming the foundation for the above - outlined ecosystem services. Some shell-fi sh (e.g., oysters and mussels) support signifi -cant commercial and recreational fi sheries, with a subset creating unique and important three - dimensional habitats, particularly when in high densities. Using a previously developed classifi cation (ASMFC 2007 ), we segregated these shellfi sh - dominated habitats into one of three major habitat - forming “ morphotypes ” : (1) reefs (a three - dimensional structure with a veneer of living and dead animals only paral-leling coral reefs); (2) shell aggregations (living and dead shell); and (3) shell accumulations (dead; often referred to as shell hash) (reviewed in ASMFC 2007 ; Beck et al. 2009 ). Both

attachment of many epifaunal species that would not be present otherwise in areas con-sisting of soft sediments . Along most of the world ’ s temperate to tropical shores, shellfi sh populations currently occur or once occurred in estuaries, as well as near - shore and offshore seafl oor of the continental shelf (e.g., Kirby 2004 ; Shumway and Kraeuter 2004 ; Airoldi and Beck 2007 ; Beck et al. 2009, in press ). One of the most well studied and widely occurring, habitat - forming species is the eastern oyster, Crassostrea virginica . Crassostrea virginica occurs from the St. Lawrence River, Canada, to the Atlantic coast of Argentina (Kennedy et al. 1996 ). Human activities, in concert with natural phenomena, have signifi cantly affected the distribution and abundance of this oyster throughout its range as with many native habitat - forming bivalve species that are also widely harvested as a resource (see reviews in Kirby 2004 ; Kirby and Miller 2005 ; NRC 2007 ). Thus, they are unique in that they form “ the habitat, ” but are a “ resource ” and are impacted signifi cantly by harvesting (e.g., Kaufman and Dayton 1997 ; Breitburg et al. 2000 ; Coen and Luckenbach 2000 ; Lenihan and Micheli 2000 ; Smyth et al. 2009 ). Such bivalve - generated habitats have declined precipitously due to many causes including (1) overharvesting; (2) physical dis-turbance by natural and anthropogenic impacts including waves and boat wakes; (3) diseases; (4) nutrient enrichment through runoff; (5) predation; (6) alteration of natural fl ow regimes and salinity patterns; and (7) loss of appropriate substrate for new recruits (e.g., Kennedy et al. 1996 ; Luckenbach et al. 1999 ; Coen and Luckenbach 2000 ; Beck et al. 2009 ; Volety et al. 2009 ).

In contrast to other estuarine and marine habitats such as seagrasses, marshes, and man-groves, whose importance, functioning, and protection has been long studied (e.g., Nixon 1980 ; Boesch and Turner 1984 ; Costanza et al. 1997 ; Beck et al. 2001, 2003 ; Williams and Heck 2001 ; Faunce and Serafy 2006 ), the

242 Shellfi sh Aquaculture and the Environment

represented by scallops such as Placopecten magellanicus , a species that although not a true reef - former in the strictest sense, often occurs in suffi cient densities to generate scallop shell - dominated habitats utilized by many other species (Langton and Robinson 1990 ; Stokesbury 2002 ; Talman et al. 2004 ). In many areas, pen shells (e.g., genera Atrina , Pinna ), and other densely aggregating infaunal bivalves whose shells often protrude above the substrate, generate complex habitats with numerous species using both living animals or dead articulated shells as habitat (e.g., Perry 1936 ; Keough 1984 ; Cummings et al. 1998 ; Kuhlmann 1998 ; Norkko et al. 2006 ; Munguia 2007 ). Many estuarine and brackish water bivalve clams also occur in dense accumula-tions to form unique habitat assemblages (e.g., Rangia , Polymesoda , and other members of the corbiculid family). Mussels and pen shells also affect the abiotic realm. By protruding a few centimeters above the bottom, these shells create signifi cant topographic roughness ele-ments that substantially affect fl ow, creating larger areas of turbulence, thereby changing local hydrodynamics and particle transport (e.g., Offi cer et al. 1982 ; Keough 1984 ; Dame 1996 ; Cummings et al. 1998 ; Coen et al. 1999b ; Norkko et al. 2006 ; ASMFC 2007 ; see also Chapter 10 in this book).

A third shellfi sh habitat type, the “ Shell Accumulation ” group includes ocean quahogs ( Arctica islandica ), surf clams ( Spisula solidis-sima ), and other abundant large bivalves (e.g., Mercenaria spp., Tresus spp., and Mya are-naria ) whose shells often persist long after the living organism is gone (NRC 2010 ). Shells of these species often accumulate on the seabed of the continental shelf and in estuaries in quantities suffi cient to provide signifi cant structure and habitat for a variety of organ-isms (e.g., Dumbauld et al. 1993, 2000 ; Auster et al. 1995 ; Palacios et al. 2000 ; Steimle and Zetlin 2000 ; Stoner and Titgen 2003 ). Recent studies and modeling efforts have focused on the decrease of available shell stocks in areas

bivalve and gastropod molluscs form these types of shellfi sh habitats, with some species falling into one or more of the above (classes 2 or 3) depending on the relative abundance of “ dead ” shell versus live individuals. A fourth “ assemblage ” type that potentially par-allels many of the above - mentioned attributes are the high - density shellfi sh farms and associ-ated structural hardware utilized by the aqua-culture industry, along with its extensive netting and anchoring structures and devices.

Members of two widespread genera, Crassostrea and Mytilus , are examples of reef - forming shellfi sh that occur globally through-out many coastal areas (Galtsoff 1964 ; Sellers and Stanley 1984 ; Seed 1992 ; Seed and Suchanek 1992 ). Before hand and mechanized harvesting, subtidal oyster reefs in many estu-aries extended meters to tens of meters above the bottom, forming extensive and complex three - dimensional reef structures that pro-vided thousands to tens of thousands of hect-ares of habitat for various fi nfi sh and invertebrates (reviewed in Hargis and Haven 1999 ; Coen et al. 1999b ; Peterson et al. 2003 ; ASMFC 2007 ; Grabowski and Peterson 2007 ; Dumbauld et al. 2009 ). Many bivalves (espe-cially oysters such as Crassostrea virginica ) have even more direct impacts, in addition to their signifi cant fi ltering at higher turbidity levels (discussed in Coen 1995 ; Harsh and Luckenbach 1999 ; Hewitt and Norkko 2007 ; NRC 2010 ). These often very localized impacts infl uence one or all of the following: (1) recruitment; (2) growth; and (3) other organ-isms that live on or near the reef that seek shelter or food (Suchanek 1985 ; Zimmerman et al. 1989 ; Breitburg et al. 1995 ; Cummings et al. 1998 ; Kuhlmann 1998 ; Breitburg 1999 ; Kennedy and Sanford 1999 ; Lenihan 1999 ; Coen et al. 1999b ; Beadman et al. 2004 ; Luckenbach et al. 2005 ; Tolley and Volety 2005 ; Rodney and Paynter 2006 ; ASMFC 2007 ; Munguia 2007 ; Stunz et al. 2010 ).

Other habitat - forming species are those in the “ Shell Aggregation ” group. These may be

Impacts of native and cultured bivalves 243

where shell is “ mined ” for restoration efforts. These studies have shown that extant shellfi sh populations are no longer generating enough new shell, and that ocean acidifi cation may be impacting the survival of live animals and the longevity of nonliving shell (discussed in Powell et al. 2006 ; Mann and Powell 2007 ; Powell and Klinck 2007 ; NRC 2010 ). Aquaculture may be one solution for supply-ing the increasing amounts of shell required for restoration (NRC 2010 ), addressing buff-ering by shell dissolution from increasing global CO 2 emissions, as well as declining estuarine pH (NRC 2010 ; Waldbusser et al. 2011 ). Accumulated shell also has important consequences for critical habitat of many off-shore and inshore species. One hypothesis for the crash of Florida ’ s calico scallop ( Argopecten gibbus ) fi shery in the 1980s is the loss of for-merly signifi cant shell accumulations at off-shore nursery sites (ASMFC 2007 ; W. Arnold and W. Lyons, pers. comm.).

A fourth habitat category (ASMFC 2007 ), “ Shellfi sh Aquaculture, ” has received little or no previous attention, but potential services and associated ecosystem values include most of those generated by wild stock bivalve popu-lations (summarized in Coen et al. 2007 ; Grabowski and Peterson 2007 ; and discussed further below), and may include other “ poten-tial ” and “ realized ” services or negative impacts that natural shellfi sh populations do not provide or cause. The diversity of bivalve shellfi sh species cultured worldwide is rela-tively high, with Crassostrea gigas (often referred to as the Pacifi c or Japanese oyster) having the widest global distribution through both deliberate and accidental introductions (reviewed in Ruesink et al. 2005 ; Molnar et al. 2008 ; Dumbauld et al. 2009 ; Smaal et al. 2009 ; Wrange et al. 2010 ; Chapter 14 ). Given the widespread occurrence and ever - increasing scale of molluscan aquaculture in intertidal and subtidal waters (see Naylor et al. 2000 ; NRC 2010 ; FAO 2009a ), and the signifi cant structural elements they provide in coastal and

estuarine waters, this fourth habitat type needs to be assessed in much greater detail as pointed out in several recent reviews (Dumbauld et al. 2009 ; NRC 2009, 2010 , and references therein).

Together, these four groups of shellfi sh habitat provide signifi cant amounts of “ above - bottom ” structure not only for many mobile fi sh and invertebrate species but also for sessile species (Forrest et al. 2007 ; McKindsey et al. 2007 ; D ’ Amours et al. 2008 ; Mallet et al. 2009 ; Watson et al. 2009 ; NRC 2010 ). All four shellfi sh habitat reefs (aggregations, shell accumulations, and cultured species with asso-ciated “ gear ” ) have been poorly studied (e.g., Safriel 1975 ; Suchanek 1985 ; Sebens 1991 ; Holt et al. 1998 ; ASMFC 2007 ), especially since many of these habitats are today only found as relics of past and widely occurring distributions (e.g., Kirby 2004 ; Lotze et al. 2006 ; Beck et al. 2009, in press ). In addition to introducing new individuals to the system, bivalve mariculture operations utilize a great diversity of habitat - forming gear (i.e., ropes, rebar, netting; Figs. 9.1 and 9.2 ; see also Dealteris et al. 2004 ; Powers et al. 2007 ; Tallman and Forrester 2007 ; Munroe and McKinley 2007a ; Coen et al. 2010 ; NRC 2010 ). Bivalve mariculture has other implica-tions, such as changes in sedimentation and fl ow rates that are less understood (reviewed in Dumbauld et al. 2009 ; NRC 2009, 2010 ).

For the remainder of this review, we focus on systems dominated by either native or cul-tured bivalves. We highlight parallels between native and cultured ecosystem services, while stressing direct and indirect impacts, as well as potential or demonstrated positive and nega-tive effects, on the surrounding systems.

Shellfi sh e cosystem s ervices

Recently, scientists have begun to attribute numerous important ecological functions to molluscan shellfi sh - dominated systems

244 Shellfi sh Aquaculture and the Environment

vices ” include (1) signifi cant fi ltering capacity; (2) enhanced benthic - pelagic coupling (Porter et al. 2004 ); (3) sediment/shoreline stabiliza-tion; (4) indirect habitat provisioning; and (5) juvenile and adult feeding areas (e.g., nursery habitats, areas of intense predation), among others. Perhaps three of the most important of these services include refuges for juvenile species (nursery areas), benthic - pelagic

(reviewed in Newell 1988, 2004 ; Coen et al. 1999b, 2007 ; Grabowski and Peterson 2007 ; Beck et al. 2009, in press ). The ecological pro-cesses that depend on the shellfi sh habitat described above can be thought of as “ ecosys-tem services ” ( sensu Jones et al. 1994, 1997 ). In addition to their direct habitat - related value, shellfi sh provide important services for the ecosystem as a whole. These “ ecosystem ser-

Figure 9.1 Fouled subtidal clam growout cages in North Carolina. (Adapted from M. Power, Dauphin Island Sea Lab, and Powers et al. 2007 .)

Figure 9.2 ( A) A planted oyster restoration site in Charleston, SC. Oyster shell ( Crassostrea virginica ) stabilized with polypropylene mesh and rebar enforcing rods. (B) Note grunt ( Orthopristis chrysopterus ) caught in the deployed stabiliz-ing mesh in Beaufort County, SC; a negative side effect of the use of larger meshes.

(A) (B)

Impacts of native and cultured bivalves 245

of over 300 species of plants and animals. Coen et al. ( 2006 , unpublished data) observed over 140 fi nfi sh and macroinvertebrates species on South Carolina intertidal reefs. In the southeastern United States (portions of South Carolina, North Carolina, Georgia, and Florida), oyster reefs are a conspicuous inter-tidal rather than subtidal feature in most estu-aries (e.g., Dame 1979 ; Bahr and Lanier 1981 ; Dame et al. 1984a, 1984b ; Stanley and Sellers 1986 ; Coen et al. 1999a, 1999b ; Van Dolah et al. 1999 ; Coen et al. 2004 ; Stunz et al. 2010 ). Shellfi sh also provide signifi cant habitat struc-ture for often larger, mobile ( “ transient ” ) species (e.g., Coen et al. 1999a, 1999b ; Nestlerode 2004 ; ASMFC 2007 ). Given the total absence of any seagrasses in many of these southeastern U.S. estuaries, the presence of oyster reefs and related functioning is even more critical in these productive systems (Beck et al. 2001, 2003 ).

In most estuaries, shellfi sh habitats exist in a landscape of more than one habitat (e.g., oysters, seagrasses, and salt marsh), together potentially providing complex utilization pat-terns and interactions among the numerous species (e.g., Bell et al. 1991 ; Eggleston et al. 1999 ; Micheli and Peterson 1999 ). We are just beginning to understand the broader ecologi-cal importance of this association (Valentine and Heck 1993 ; Peterson and Heck 1999, 2001a, 2001b ; Wall et al. 2008 ; Booth and Heck 2009 ; NRC 2009 ). For example, oysters can fi lter up to 200 L of water per individual per day through direct ingestion, feces ejec-tion, and particle rejection (pseudofeces). Oysters remove both algae and suspended par-ticles while processing water, thereby improv-ing water clarity and quality (Dame et al. 1984b ; Cressman et al. 2003 ; Nelson et al. 2004 ; Newell 2004 ; Grizzle et al. 2006, 2008 ; Newell et al. 2007 ; NRC 2010 ). As a result, bivalves can positively impact light penetra-tion and seagrass photosynthetic rates, which can enhance nutrients and potentially benefi t seagrasses in shallow waters (Peterson and

coupling, and shoreline protection through the reduction of erosion where operations/habitats are intertidal.

Often only a single or a limited number of bivalve species form a dominant feature of inshore (estuarine) or near - shore (coastal) marine ecosystems. For example, the eastern oyster Crassostrea virginica forms living sub-tidal and intertidal reefs in many Atlantic and Gulf coast estuaries. Although Crassostrea vir-ginica can occur to a depth of 30 m, they are found primarily in shallow waters less than 6 m deep to intertidal (Galtsoff 1964 ; Bahr and Lanier 1981 ; Burrell 1986 ; Kennedy et al. 1996 ; Coen et al. 1999b ; ASMFC 2007 ). Oyster reefs, like many other reef - forming invertebrate species, are unique in that they form the actual living reef structure (e.g., Lenihan et al. 2001 ; J.B.C. Jackson et al. 2001 ; Newell 2004 ; Coen et al. 1999b, 2007 ) in estuaries, supporting a host of other organisms generally not found in surrounding sand or mud habitats (e.g., Wells 1961 ; Stanley and Sellers 1986 ; Coen et al. 1999b ; ASMFC 2007 ; Stunz et al. 2010 ). We know very little about the unique ecosystem that native oysters on the Pacifi c coast of the United States (Olympia oyster, Ostrea equestris or Ostrea lurida ) sup-ported when they were suffi ciently abundant, that is, prior to the late 1800s and early 1900s (McGraw 2009 , and related papers in this Special Issue of the Journal of Shellfi sh Research vol. [28]). Recent work has attempted to quantify the contribution of oyster habitat to ecosystem functioning (e.g., Peterson et al. 2003 ; Peterson and Lipcius 2003 ; Grabowski and Peterson 2007 ). Oysters create complex habitats utilized by fi sh, crustaceans, bivalves, numerous other invertebrates, birds, and mammals (reviewed in Coen et al. 1999b ; ASMFC 2007 ), potentially rivaling the role of salt marshes, seagrasses, and mangroves in nursery habitats (e.g., Glancy et al. 2003 ; Coen et al. 2006 , unpublished data; Stunz et al. 2010 ). Wells (1961) surveyed oyster reefs in North Carolina and observed the presence

246 Shellfi sh Aquaculture and the Environment

2004 ; Bain et al. 2007 ; Brumbaugh and Coen 2009 ).

Importance of o yster r eef h abitats

The eastern oyster Crassostrea virginica , once a dominant feature of most Atlantic and Gulf coast estuaries, has drastically declined in many areas across the United States (Lenihan 1999 ; J.B.C. Jackson et al. 2001 ; Kirby 2004 ). Once valued primarily as a resource, oysters are now also recognized as key elements of many estuarine ecosystems (Coen et al. 1999a, 1999b ; Luckenbach et al. 1999 ; Grabowski and Peterson 2007 ). Oysters create complex habitats utilized by fi sh, crustaceans, bivalves, numerous other invertebrates, birds, and mammals (Coen et al. 1999b ; Lehnert and Allen 2002 ; Tolley and Volety 2005 ; ASMFC 2007 ; Stunz et al. 2010 ). During feeding, oysters and other bivalve molluscs can fi lter large quantities of water (Lindahl et al. 2005 ; Borthagaray and Carranza 2007 ; Buschbaum et al. 2009 ; Gren et al. 2009 ), improving water clarity and quality while transferring nutrients from the water column to the benthos (Newell 1988, 2004 ; Dame 1996 ; Dame et al. 2001 ). Declines in oyster populations are associated with decline in critical habitat, shifts from benthic to pelagically dominated communities, adverse effects on other species, reduced water quality, and changes in ecosystem dynamics (Rothschild et al. 1994 ; Newell et al. 2007 ).

Complex reef - forming invertebrate species have been centers of biodiversity throughout geologic time (Kiessling et al. 2010 ). It is now widely recognized that oyster reefs are valu-able habitat for a wide variety of organisms (e.g., Luckenbach et al. 1999 ; Coen et al. 1999b, 2007 ; Rodney and Paynter 2006 ; ASMFC 2007 ; Grabowski and Peterson 2007 ; Stunz et al. 2010 ) and that oyster resources/habitats can be enhanced through directed oyster reef restoration programs (e.g., Coen and Luckenbach 2000 ; Luckenbach et al.

Heck 1999, 2001a, 2001b ; Newell and Koch 2004 ; Valentine and Heck 1993 ; Cerrato et al. 2004 ; Wall et al. 2008 ; Booth and Heck 2009 ).

Habitat c onsiderations

In contrast to the extensive subtidal oyster beds in estuaries such as in the Chesapeake Bay, Delaware Bay, off the Mississippi River (LA), or Apalachicola Bay (FL) in the south-eastern United States (e.g., southern North Carolina, South Carolina, Georgia), oysters are found primarily in the intertidal zone to depths of 1 – 3 m (3 – 9 ft), which is in part dic-tated by local tidal ranges, among other factors (Bahr 1976 ; Bahr and Lanier 1981 ; Burrell 1986 ). Intertidal oyster beds typically become established where salinity is moderately high, food supply is suffi cient, and siltation is not excessive. Intertidal oyster reefs consist of ver-tical clusters built upon a fragile matrix of live and dead shell surrounded by fi ne sediments (Anderson et al. 1979 ; Bahr and Lanier 1981 ; Dame et al. 1984a, 1984b ; Burrell 1986 ; Coen et al. 1999a ; Lenihan and Micheli 2000 ; Lenihan and Peterson 2004 ). Since many oyster larvae remain in the water column for up to 3 weeks after spawning occurs, larvae are subject to distribution throughout an estuary by tidal currents. Since the fi nal larval stage of reef - forming species crawl on the bottom to search for suitable hard substrate upon which to permanently attach, its location is critical to the continued survival and regen-eration of these complex reef habitats. Attachment sites include almost any hard surface, for example, other living oysters, oyster shell, rocks, docks, tree limbs, and pilings. It is during this fi nal process that aqua-culture can fl ourish in areas where suffi cient natural larval supplies are available. However, in many areas, settlement is insuffi cient and requires hatcheries to supplement or totally supply larval recruits (Kennedy 1996 ; Luckenbach et al. 1999 ; Mann and Evans

Impacts of native and cultured bivalves 247

(see ASMFC 2007 ; Grabowski and Peterson 2007 ; Beck et al. 2009, in press ).

While there is a dearth of information on vertebrate or invertebrate use of shellfi sh - dominated reefs (reviewed in Coen et al. 1999b ; ASMFC 2007 ; Grabowski and Peterson 2007 ; NRC 2009, 2010 ), new quantitative information on species associated with natural reefs or other complex, three - dimensional structure is growing (Luckenbach et al. 2005 ; NRC 2010 ; Coen et al., unpublished data). Observational data from intertidal and sub-tidal shellfi sh habitats in North America and Europe has also been summarized into the worldwide status of oysters (Airoldi and Beck 2007 ; Beck et al. 2009, 2011 ; Buschbaum et al. 2009 ; Reise et al. 2009 ; Smaal et al. 2009 ). More information is currently available regarding the impacts of avian predators and associated negative impacts on fi nfi sh aquacul-ture than for intertidal or subtidal shellfi sh operations (see Comeau et al. 2009 ).

Impacts to s horebirds and m ammals

Several studies have been conducted to examine the effects of shorebird foraging or human dis-turbance in intertidal habitats on mariculture. In Canada, Yasue (2005) found that human disturbance of migratory shorebirds causes subtle, but important, changes in foraging by semipalmated plovers ( Charadrius semipalma-tus ) and least sandpipers ( Calidris minutilla ). In NewJersey, Burger (1994) has found that human disturbance can have negative effects on piping plover ( Charadrius melodus ) forag-ing and suggested that it is important to main-tain the historical diversity of coastal habitats in order to alleviate the negative effects of humans on piping plover foraging. In northern California, Oregon, and Washington, seasonal monitoring of shorebird and waterfowl densi-ties has provided invaluable baseline informa-tion, which allows evaluation of the effects of humans on these species (e.g., Colwell 1993 ;

2005 ). As a result, oyster reef restoration pro-grams have expanded rapidly throughout the United States in recent years. Unfortunately, the shell hash needed to rebuild reefs is gener-ally scarce in those areas where restoration is needed most (Bushek et al. 2004 ; Coen et al. 2007 ). Intertidal oysters bordering salt marshes can prevent erosion of tidal edge habitats (dis-cussed in Meyer et al. 1997 ; Piazza et al. 2005 ; ASMFC 2007 ; Grabowski and Peterson 2007 ; Beck et al. 2009, in press ; Coen et al., unpub-lished data) such as mangroves or marshes reducing wave impacts in tropical to subtropi-cal zones (e.g., Danielsen et al. 2005 ; Kathiresan and Rajendran 2005 ; NRC 2007 ; Feigin et al. 2009 ). For example, in the southeastern United States, reefs often fringe Spartina and Juncus marsh edges in creeks and rivers, forming a unique association that protects these critical marsh habitats from natural (e.g., tidal or wind - driven waves) and anthropogenically derived (e.g., boat wakes) erosion (e.g., Meyer et al. 1997 ; Meyer and Townsend 2000 ; Piazza et al. 2005 ; ASMFC 2007 ; Goodwin 2007 ; Beck et al. 2009, in press ; Coen et al., unpub-lished data).

Use of s hellfi sh h abitats by i nvertebrates and fi nfi sh

We now know that shellfi sh - generated reefs have signifi cantly greater vertical, three - dimensional relief when compared with the surrounding two - dimensional bottom, thereby greatly enhancing biodiversity (reviewed in ASMFC 2007 ; NRC 2010 ). As discussed above, eastern oyster Crassostrea virginica reefs harbor diverse communities largely restricted to the reef structure or other hard - bottom habitats, versus adjacent nonreef habitat. This enhanced vertical relief is of major importance, with implications for assessing habitat value for managed species, and is responsible for a revised management policy regarding these important biogenic reefs

248 Shellfi sh Aquaculture and the Environment

sideration for the eastern oyster on the U.S. East and Gulf coasts, perhaps because oyster aquaculture is only now being taken up in these areas. These potential issues need to be addressed as part of the Environmental Impact Statement (EIS) assessment and permitting process in areas where a potential “ confl ict ” may arise between naturally occurring species and bivalve aquaculture (FAO 2009b ). The ecology of these systems is too variable and the diversity of impacts too diverse and complex to transpose the limited results from other areas to new sites without additional assess-ments, especially in areas where “ user ” con-fl icts may occur (e.g., Forrest et al. 2009 ; NRC 2010 ).

Restoration of n atural h abitats and a quaculture ’ s p otential r ole

Most subtidal oyster reefs currently found in “ Approved ” shellfi sh harvesting areas (i.e., open to direct harvesting based on human health standards) rarely extend even a meter off the bottom while still providing one or more services for economically and ecologi-cally important species (Bahr and Lanier 1981 ; Sellers and Stanley 1984 ; Dame 1996 ; Breitburg 1999 ; Coen et al. 1999a, 1999b ; Lenihan 1999 ; Posey et al. 1999 ; Harding and Mann 2001 ; Peterson et al. 2003 ; Nestlerode 2004 ; Powell et al. 2008 ; Schulte et al. 2009 ). Intertidal oyster reefs are still common in many areas, in contrast to subtidal popula-tions of conspecifi cs within the same ecoregion ( sensu Beck et al. 2009, in press ). This is mostly due to the fact that individuals from these intertidal habitats are often not sought after for the raw bar trade.

Large - and small - scale restoration of both subtidal and intertidal oyster habitats is ongoing along most Atlantic and Gulf coast states (discussed in Coen and Luckenbach 2000 ; Burrows et al. 2005 ; Beck et al. 2009, in press ; Brumbaugh and Coen 2009 ; ORET

Colwell and Landrum 1993 ; Dodd and Colwell 1996 ; Warnock et al. 1998 ; Stempien 2007 ). Other studies have attempted to associate prey availability with shorebird abundances on intertidal mudfl ats in South America, and throughout Europe (e.g., Pienkowski 1983 ; Backwell et al. 1998 ; Triplet et al. 1999 ; Sanchez et al. 2006 ).

Numerous birds use intertidal sand - or mudfl ats as feeding and resting sites during their normal activities or migrations (e.g., Quammen 1981, 1982, 1984 ; Baird et al. 1985 ; Norris et al. 1998 ; Caldow et al. 2004 ; Goss - Custard et al. 2004 ; Connolly and Colwell 2005 ; Stempien 2007 ; Stillman et al. 2007 ; Kraan et al. 2009 ). For shorebirds asso-ciated with aquaculture, concerns have included one or more of the following: (1) limited access to feeding due to cages and other gear; (2) changes in benthic sediments and associated communities; (3) potential entanglements (see Fig. 9.2 B above) or inges-tion of mesh or other materials; (4) noise related to activities during growout (i.e., plant-ing, harvesting, and related maintenance); and (5) potential for migratory disruptions (e.g., Kelly et al. 1996 ; Kaiser et al. 1998 ; Hilgerloh et al. 2001 ; Connolly and Colwell 2005 ; Forrest et al. 2009 ; Godet et al. 2009 ; Atkinson et al. 2010 ). Unfortunately, too little is known at this point to draw any general conclusions.

For marine and terrestrial mammals, we know even less about their positive or negative impacts related to aquaculture than for shore-birds as discussed above (e.g., Nash et al. 2000 ; Kemper et al. 2003 ; Lloyd 2003 ; Read et al. 2006 ; Roycroft et al. 2006 ; Forrest et al. 2009 ; NRC 2010 ). Recently, this has become an important consideration related to permit-ting, as National Park Service and National Research Council studies were undertaken to assess the impacts of intertidal oyster maricul-ture in California (NRC 2009, 2010 ), where marine mammals were an important factor in the deliberations. This rarely has been a con-

Impacts of native and cultured bivalves 249

by adding adult broodstock to reefs. Additionally, oysters are moved or “ relayed ” into growout areas with lower disease or higher growth and survival rates as in the Delaware Bay (Kennedy 1996 ; Southworth and Mann 1998 ; Luckenbach et al. 1999 ; Coen and Luckenbach 2000 ; Smith et al. 2005 ; Brumbaugh et al. 2006 ; Powell et al. 2008 ; Brumbaugh and Coen 2009 ).

Aquaculture - b ased s ystems

Bivalve s pecies c ommonly c ultured in the U nited S tates

Current w est c oast i ntertidal o yster and c lam m ariculture

Bivalve shellfi sh have been harvested for sub-sistence from estuaries along the U.S. West Coast for thousands of years (Naylor et al. 2000 ; Beck et al. 2009, in press ), but extensive harvest of native oysters ( Ostrea lurida ) began with European colonialism in the mid - 1800s (Baker 1995 ). Similar to the fate of the East Coast ’ s Crassostrea virginica , these oysters were gradually depleted due to a combination of overharvesting, extreme natural events, and the lack of shell replacement to maintain a substrate for natural recruitment (e.g., Kirby 2004 ; Ruesink et al. 2005 ). Eastern oysters ( Crassostrea virginica ) and later Pacifi c oysters ( Crassostrea gigas ) were introduced from the U.S. East Coast and Japan, respectively, in order to overcome this decline (Townsend 1896 ; Steele 1964 ; Lindsay and Simons 1997 ; Robinson 1997 ; Shaw 1997 ). Of particular interest for this chapter and related ones (see Chapter 14 in this book) is the potential impact (both obvious and more subtle) of a novel oyster ’ s (e.g., Pacifi c oyster) ecosystem services and resulting positive and negative effects after its introduction and expansion locally, as well as worldwide (Reise 1998 ; Drinkwaard 1999 ; Black 2001 ; Naylor et al. 2001 ; Ruesink et al.

2009 ; Powers et al. 2009 ; Schulte et al. 2009 ). Determining the success of these restoration efforts is critical to optimizing our use of the requisite limited shell resource, and to be cost - effective for restoring reef habitats. Consensus, however, on what constitutes a successful reef restoration project currently does not exist (e.g., Coen and Luckenbach 2000 ; Thayer et al. 2003, 2005 ; Coen et al. 2004 ; Brumbaugh et al. 2006 ; Powers et al. 2009 ; Hadley et al. 2010 ). The most commonly used metric of success has been the presence of market - sized (e.g., 3 - in. - long by shell height) oysters (Luckenbach et al. 2005 ; Schulte et al. 2009 ).

Use of a size metric derived from a com-mercial harvesting focus (and associated fi shery regulation) is inappropriate if the goal of restoration is to restore ecological function and not a marketable resource (see Breitburg et al. 2000 ; Coen et al. 2004 ; Luckenbach et al. 2005 ; Thayer et al. 2005 ). State agencies have planted shell or relayed oysters to enhance fi sheries for many years (Coen and Luckenbach 2000 ; Coen et al. 2004, 2007, 2010 ), but current large - scale (e.g., Army Corps of Engineers in the Chesapeake Bay) to small - scale community restoration efforts are nearly all targeted at reestablishing the associated ecological value of oyster reefs. Recent reef restoration efforts have also focused on the educational benefi ts derived from the process at the community - based scale and not the numbers of bushels that may be harvested from the reefs at some later time. In the future, restoration efforts need to focus on success criteria that are connected explicitly to the implicit goals of the restoration effort (Coen et al., unpublished data).

Small - or large - scale oyster enhancement/restoration approaches can create tens to hun-dreds of hectares of shellfi sh beds by adding material above an otherwise shell - less, soft - bottom habitat. This may increase settlement of larvae when recruits are not limiting, and can be enhanced by relaying “ cultch ” with juvenile oyster spat that is already attached, or

250 Shellfi sh Aquaculture and the Environment

this role as well as their interactions with and impacts upon other estuarine resources (reviewed in Dumbauld et al. 2009 ). The native oyster Ostrea lurida prefers to live in low intertidal and subtidal areas, where it is less exposed to extreme temperatures and probably formed extensive low relief aggrega-tions before it succumbed to overexploitation and other anthropogenic infl uences (see Fig. 9.3 ; Baker 1995 ; Gillespie 2009 ; White et al. 2009 ). In contrast, Crassostrea gigas tolerates a wider range of temperatures and can with-stand greater turbidity resulting in survival at much higher tidal elevations and over a broader spatial range, from more riverine areas to the estuary mouth (Fig. 9.3 ).

Cultured Crassostrea gigas successfully grow where they have been planted. In loca-tions such as Willapa Bay, they cover expan-sive areas of the upper intertidal zone (over 4625 ha or 20.4% of the bay ’ s intertidal area). Growers typically plant seed at relatively low densities and do not allow individuals to aggregate through thinning clusters in order to achieve optimal growth for later harvesting (Fig. 9.4 C). Nevertheless, this oyster still forms extensive reefl ike habitat in areas where it is left to “ naturalize. ” The resulting reefs are three - dimensionally complex with some verti-cal relief, much like the reefs formed by Crassostrea virginica on the East and Gulf coast estuaries of the United States (Fig. 9.4 G). Oysters are harvested in a 2 - to 4 - year cycle, with harvesting practices themselves also directly infl uencing the environment (Tallis et al. 2009 ). Culture practices for this oyster also involve deploying artifi cial structures within which the deployed oysters are placed in bags on racks, clustered on stakes, or strung along polypropylene ropes supported by PVC stakes in the expansive tidal fl ats (Fig. 9.4 D). These structures can enhance erosion and/or sediment deposition depending on local water fl ow conditions. They also provide numerous attachment sites for other sessile fouling organ-isms (see NRC 2009, 2010 ).

2005 ; Thieltges et al. 2006 ; McKindsey et al. 2007 ; Kochmann et al. 2008 ; Molnar et al. 2008 ; Sousa et al. 2009 ; Markert et al. 2010 ).

On the U.S. West Coast, the introduction of Pacifi c oysters initiated widespread aquacul-ture and farming operations for this species and other bivalves. Recognizing the impor-tance of the shellfi sh industry in the state of Washington, tidelands were deeded directly to growers for use. This encouraged potentially “ sustainable ” farming instead of a traditional fi shery and Washington became the leading shellfi sh producer on the West Coast. Eastern oysters never reproduced successfully and were essentially replaced with the Pacifi c oyster ( Crassostrea gigas ). Juvenile Pacifi c oysters or seed were imported annually from Japan (NRC 2004 ), but this oyster also became natu-ralized in some locations where water tem-peratures were suffi cient for spawning (e.g., Willapa and Dabob Bays in Washington, USA; Pendrell Sound and Ladysmith Harbor in British Columbia, Canada).

Oyster farming operations became inte-grated with the advent of hatchery technology in the early 1980s (Nosho and Chew 1991 ; Conte et al. 1994 ). The Manila clam, Tapes philippinarum , which was inadvertently intro-duced with the Pacifi c oyster, and the much larger native geoduck, Panope generosa , are currently two of the most actively farmed clams on the West Coast. Both species are raised in hatcheries and seeded into estuarine intertidal culture grounds. It should be noted that mussels are also farmed on the West Coast, but here we restrict our discussion to oysters and clams because they co - occur in intertidal estuarine areas and mussels are mostly grown in suspended culture.

The functional role of these cultured inter-tidal bivalves is similar to that of native bivalves in West Coast estuaries, and those described for Eastern oysters and others else-where, that is, they infl uence material pro-cesses and physical structure. Culture practices shape both the spatial and temporal scale of

Impacts of native and cultured bivalves 251

(e.g., netting and tubes; Fig. 9.4 E and 9.4 F; Powers et al. 2007 ; Tallman and Forrester 2007 ), substrate modifi cation (beach gravel-ling), and the recurring disturbance related to planting, maintenance, and harvesting oper-ations (Simenstad and Fresh 1995 ; NRC 2010 ).

Numerous models have been built to assess the carrying capacity of localized systems for bivalve aquaculture (see Chapters 1 and 6 in this book), and where they have been tested

Native littleneck ( Leucoma staminea ) and butter clams ( Saxidomus gigantea ) are also generally found at lower intertidal elevation than the cultured, nonnative Manila clams ( Tapes philippinarum ). All infaunal clams infl uence material processes in a similar way, but in contrast to oysters, they provide signifi -cantly less, physical structure above the sediment. A signifi cant difference in cultured clam operations is the added physical feature provided by predator - exclusion devices

Figure 9.3 Intertidal distribution of eelgrass and oysters in a hypothetical U.S. West Coast estuary in 1800 versus present. Native oysters Ostrea lurida formed low - profi le reefs in low intertidal and subtidal areas in 1800 where native eelgrass Zostera marina was also distributed (top). Pacifi c oysters Crassostrea gigas are now typically spread out in beds slightly higher in the intertidal where they intermingle with native eelgrass and in some cases the introduced eelgrass Zostera japonica at a higher elevation. This is depicted at the estuarine landscape scale (bottom) in an estuary where Pacifi c oysters have become naturalized and also form reefs closer to the head of the estuary where their larvae are retained.

Zostera japonica

Crassostrea gigas

Ostrea lurida

Zostera marina

Eelgrass

Oyster reef

Oyster culture

1800

1800

2010

2010

Figures 9.4 Intertidal habitats and shellfi sh culture in U.S. West Coast estuaries. (A) Open unstructured mudfl at often dominated by burrowing shrimp; (B) structured eelgrass, Zostera marina , habitat; (C) bottom culture of Pacifi c oysters Crassostrea gigas forming structured habitat intermingled with eelgrass; (D) longline culture of Pacifi c oysters; (E) Manila clam Tapes philippinarum culture with predator netting; (F) geoduck Panope generosa culture with tubes for predator protection; and (G) Pacifi c oyster reef where they have become naturalized in Willapa Bay, WA.

(A)

(C) (D)

(F)(E)

(G)

(B)

252

Impacts of native and cultured bivalves 253

(Dumbauld et al. 2009 ). Banas et al. (2007) found that phytoplankton concentrations declined more rapidly with distance from the mouth of Willapa Bay than would be expected due to simple mixing, and that the difference was consistent with the capacity of oysters to fi lter out signifi cant portions of the phyto-plankton community. This is possible because a large portion ( > 80%) of the water never fully circulates over the intertidal fl at, but is exported and reimported into the estuary due to the local complexities of tidal circulation, and the extent of the tidal fl ats in this estuary (Banas et al. 2007 ).

More recent fi eld measurements confi rm that oysters are in fact able to remove > 10% of the phytoplankton that circulated over a 100 - m distance across a tidal fl at versus a control, where no oysters were present (W. Wheat and J.L. Ruesink, unpublished data) . Thus, hydrography and plankton dynamics of the estuarine system must be accounted for when defi ning carrying capacity and quantita-tively characterizing the impact of adding or maintaining bivalve aquaculture. Comparing the historical situation in Willapa Bay with current conditions is also interesting as native Olympia oysters were less abundant or at least represented a lower biomass (i.e., 2.5 × lower than current Crassostrea gigas populations; Ruesink et al. 2005 ) and occupied a different location within the estuary (Fig. 9.3 , lower intertidal and generally further within the estuary). Another unknown component is the abundance of native clams and other fi lter - feeders that were historically present on the tidal fl ats where Crassostrea gigas is currently cultivated. Anecdotal information suggests past densities of native clams were also much higher than current population densities (L. Bennett and R. Sheldon, pers. comm.). Recent anthropogenic nutrient inputs have caused sig-nifi cant eutrophication within many estuaries such as the Chesapeake Bay, making the fi lter-ing capability of bivalves a potentially attrac-tive “ ecosystem service ” (Chapters 8 and 9 in

and verifi ed, results generally suggest that cul-tured bivalves have measurable effects on water properties (e.g., Heral 1993 ; Grant et al. 1995, 2005 ; Leguerrier et al. 2004 ; Dowd 2005 ; Duarte et al. 2005, 2008 ; Drapeau et al. 2006 ; McKindsey et al. 2006 ; Ferreira et al. 2007 ; Fulford et al. 2007, 2010 ; Newell 2007 ; Ferreira et al. 2009 ; North et al. 2010 ; NRC 2010 ). The presence and magnitude of this effect depends on fi ltration ability of the bivalves (i.e., clearance rates of individuals and population size), location, water properties, and residence time of the water mass being fi ltered. These models have rarely been applied to intertidal shellfi sh aquaculture in West Coast estuaries (primarily Oregon and Washington, USA, and Canada) where water properties are largely driven by the coastal ocean and tidal forcing. These estuaries gener-ally have large tidal prisms and relatively short resident times (i.e., are rapidly fl ushed) relative to the fi ltration capacity of the native bivalves present or for nonnative, cultured bivalves, and thus only very localized effects of fi lter feeding have been demonstrated (reviewed in NRC 2010 ).

An exception is Willapa Bay, where the extensive culture of oysters and clams has the potential to regulate phytoplankton produc-tion in the system (Banas et al. 2007 ; Wheat et al. in review ). Hydrography and corre-sponding phytoplankton concentrations in Willapa Bay and in many other West Coast estuaries are different from those of larger and perhaps more typical river - dominated systems on the U.S. East Coast. This results in a gradi-ent of high food concentrations near the mouth of the estuary and lower values in the upper reaches of that estuary. Three competing hypotheses for these West Coast systems could explain this pattern: (1) physical mixing of nutrient - rich oceanic and poorer, river waters; (2) a longer residence time in the upper estuary relative to estuaries on the Gulf or East coasts; or (3) signifi cant grazing by farmed oysters localized near the mouth of these estuaries

254 Shellfi sh Aquaculture and the Environment

shellfi sh and associated structures, as well as the effects of “ pulsed ” disturbances such as harvesting - or maintenance - related activities.

A signifi cant amount of research has been conducted on the effects of adding shellfi sh, particularly oysters, to open, unstructured tidal fl ats in U.S. West Coast estuaries or on SAV such as eelgrass ( Zostera marina ; Dumbauld et al. 2009 ). The direct impact of such activities on eelgrass is a primary concern to management and regulatory agencies because this habitat has been shown to be so important for numerous estuarine fi nfi sh and invertebrates, and because seagrass densities are declining on a global basis (E.L. Jackson et al. 2001 ; Heck et al. 2003 ; Orth et al. 2006 ; Heck et al. 2008 ; Hughes et al. 2009 ; Waycott et al. 2009 ). That said, the ecosystem services of shellfi sh aquaculture, both as a structured habitat and other attendant services, have yet to be examined suffi ciently (but see Harbin - Ireland 2004 ; Brumbaugh and Toropova 2008 ; Beck et al. 2009 ; Dumbauld et al. 2009 ; Forrest et al. 2009 ; NRC 2010 ). However, given time and more rigorous experimental studies, we may see more examples that elucidate these positive ecosystem services for the shellfi sh aquaculture industry, especially given shellfi sh growout sites may also provide optimal growth conditions for eelgrasses by adding suffi cient nutrients in otherwise oligotrophic estuaries or by removing suffi cient seston to improve light conditions in areas too turbid to allow sea-grasses to take hold and thrive (reviewed in NRC 2010 , and references therein).

Although enhanced eelgrass ( Zostera marina ) growth due to enhanced bivalve biode-position has been documented along the U.S. East Coast (cf. Peterson and Heck 2001a, 2001b ; Wall et al. 2008 ), this same positive result does not seem to be the case for what has been observed in aquaculture systems on the West Coast, at least as has been examined to date. In Willapa Bay, the presence of oysters appears to have no effect on eelgrass growth (Ruesink et al. 2009 ; Tallis et al. 2009 ; Wagner

this book; Coen et al. 2007 ; Newell et al. 2007 ; Huang et al. 2008 ). To date, bivalve fi ltration has not been demonstrated as a direct benefi t of aquaculture on the West Coast (Harbin - Ireland 2004 ; NRC 2010 ), in part due to high fl ushing rates, and also the lack of overlap between aquaculture and areas where eutrophication is now becoming an issue. This could change as the services provided by fi lter - feeders become more valuable, allowing aqua-culture to be extended into areas whose waters are currently classifi ed as nonshellfi sh - growing areas (see Brumbaugh and Toropova 2008 ; Beck et al. 2009 , and discussed elsewhere here).

Measurable effects of cultured bivalves on sediment properties depend on the density of the organisms and local system characteristics. Effects are expected to be local, depending on water fl ow, which disperses biodeposits (e.g., Callier et al. 2006 ; Callier et al. 2008 ; Weise et al. 2009 ), and on existing sediment charac-teristics at the aquaculture site (e.g., grain size; see Nizzoli et al. 2006 ; Mesnage et al. 2007 ; see also Chapter 10 ). Intertidal culture of clams and oysters typically occurs in areas with sandier substrates and relatively high fl ow, but it is more diffi cult to quantify the effects of biodeposition and to distinguish it from other sources of sediment deposition and nutrient addition than in suspended culture. This is in part due to the fact that most existing studies are based on suspended culture. Minimal evidence collected to date suggests that the mechanisms are similar to those docu-mented for suspended culture and that high densities of oysters can cause reduced grain size and increased organic content (Rumrill and Poulton 2004 ; E.L. Wagner, unpublished data). Geoduck clams have been shown to raise pore water ammonia concentrations (J.L. Ruesink and K. Rowell, unpublished data). When evaluating the effects of localized biode-position on the surrounding benthic inverte-brate community, it is diffi cult to separate these effects from those of simply adding the

Impacts of native and cultured bivalves 255

2009 ; E.L. Wagner, J.L. Ruesink, and B.R. Dumbauld, unpublished data).

Studies have shown that recruitment of eel-grass seedlings varies by location within Willapa Bay and with different aquaculture methods (Wisehart et al. 2007 ). Seedling recruitment was lowest in areas that had just been dredged, low in longline culture areas, but surprisingly high in dredged areas 1 year later, suggesting fairly robust recovery rates and that competition with adult plants may likely play a role in seedling growth and sur-vival. Evidence suggests that asexual reproduc-tion (rhizome branching), which is important for local - scale recovery from disturbance, was relatively high at most sites, whereas sexual reproduction, which could be important for recovery of larger areas, varied substantially in locations across Washington State (see Ruesink et al. 2009 ). Eelgrass is less abundant overall in aquaculture beds (from 30% to 35% cover; Tallis et al. 2009 ); however, based on either individual shoot or ramet metrics and at the coarser population level, it appears to be able to coexist and survive with oyster aquaculture at multiple sites and over multiple years in Willapa Bay.

Use of U.S. West Coast estuarine habitats by fi sh and invertebrates is much more limited than that published for both the East and Gulf coasts (reviewed in Coen et al. 1999b ; ASMFC 2007 , and papers therein) and appears to depend on spatial scale and organismal mobil-ity. Researchers have generally found abun-dant and diverse communities of both benthic and epibenthic invertebrates associated with on - bottom oyster aquaculture (Fig. 9.4 C), similar to those documented in adjacent natural eelgrass habitats (Fig. 9.4 B). In Pacifi c Northwest estuaries, aquaculture - associated assemblages are also more diverse than those found in open, unstructured mud - or sand - fl at areas, which are often dominated by burrow-ing shrimp (Fig. 9.4 A; Simenstad and Fresh 1995 ; Trianni 1995 ; Hosack et al. 2006 ; Ferraro and Cole 2007 ).

et al., unpublished data), in part because nutri-ents are already close to optimum levels for seagrasses, but also because oysters do not substantially infl uence light levels, which have been shown to be the primary limiting factor for eelgrass in most West Coast estuaries studied (Thom et al. 2008 ). In another study, Japanese littleneck clam ( Tapes philippinarum ) production areas are generally found higher in the intertidal zone than native eelgrass. However, the introduced eelgrass Zostera japonica does interact with the cultured clams in Willapa Bay, WA (Tsai et al. 2010) . There the presence of Zostera japonica reduces clam “ condition ” (or the ratio of meat weight to shell size) by altering water fl ow and thus food supply, but clams have no demonstrable recip-rocal effect on eelgrass growth. Another cul-tured bivalve, the geoduck ( Panope generosa ), does have seasonal effects on eelgrass growth in south Puget Sound, WA. This observed impact may be due to the reduced seasonal density of eelgrass in the presence of clams during the summer and not biodeposition from clams per se (Ruesink and Rowell 2010 ).

Some harvest techniques associated with oyster aquaculture such as harvest - related dredging reduce eelgrass densities directly by removing plant biomass. Additionally, observed seagrass recovery rates vary spatially within these estuaries, with slower rates in areas with softer, muddy sediments (up to 4 years) than for those in areas that have natu-rally sandier (coarser) sediments or for that matter those that are left undisturbed by dredging. Surveys and manipulative dredging studies suggest a gradient of impact from har-vesting (recovery) technique on eelgrass. Ranked from worst to least impact: harvest dredging > narrow - spaced longlines > widely spaced longlines > handpicked ground culture (Tallis et al. 2009 ). Additionally, simply plant-ing oysters at dense concentrations ( > 20% ground cover) will displace some eelgrass and change both cover and density, but results appear to be site specifi c (e.g., Tallis et al.

256 Shellfi sh Aquaculture and the Environment

(e.g., Semmens 2008 ; Dumbauld et al. 2009 ), but these functional associations with inter-tidal benthic habitat, especially shellfi sh aqua-culture habitat, are less studied for other species (reviewed in NRC 2010 ). Structured habitat, such as aquaculture sites, can be used for feeding sites or as protection from larger predators (e.g., Bell et al. 1991 ; Heck and Crowder 1991 ; Coen et al. 1999b ).

As introduced above, both oyster and clam aquaculture involve the addition of signifi cant structures such as longlines, poles, and bags for raising the shellfi sh off - bottom and tubes and netting for predator protection (e.g., Hecht and Britz 1992 ; Everett et al. 1995 ; Kaiser et al. 1998 ; Heise and Bortone 1999 ; Dealteris et al. 2004 ; O ’ Beirn et al. 2004 ; Munroe and McKinley 2007a ; Powers et al. 2007 ; Tallman and Forrester 2007 ). Studies suggest that these affect water fl ow and biode-position, while providing novel attachment sites for organisms, increasing the shading of seagrasses, and infl uencing the behavior of nekton, particularly those that are structure oriented and/or feed on fouling organisms (e.g., pipefi sh, pile perch, kelp surfperch; Everett et al. 1995 ; Simenstad and Fresh 1995 ; Thompson 1995 ; Rumrill and Poulton 2004 ; Weschler 2004 ; Munroe and McKinley 2007a, 2007b ; Whiteley and Bendell - Young 2007 ; D ’ Amours et al. 2008 ; Dumbauld et al. 2009 ).

Bivalves have been actively cultured in many U.S. West Coast estuaries such as Willapa Bay for nearly 100 years or more. At the present scale, shellfi sh aquaculture seems more sustainable than other human activities such as coastal development and pollution, which degrade and can even eliminate estuarine func-tion and potentially undermine resilience (reviewed in Dumbauld et al. 2009 ). Management decisions about how to classify estuaries and maintain ecosystem services as provided by both native and cultured bivalves in West Coast estuaries and other areas should therefore consider both temporal and spatial scales. Cultured Crassostrea gigas have

A special case exists in Willapa Bay and Grays Harbor, WA, where the pesticide carba-ryl (better known as “ Sevin, ” 1 - naphthyl methylcarbamate) is currently used to control two species of burrowing shrimp that are viewed as signifi cant “ pests ” by the shellfi sh aquaculture industry. This practice has been shown to act as a signifi cant, short - term dis-turbance by causing direct mortality to many of the benthic invertebrates present, but having few long - term ( > 60 days) effects, other than removing the shrimp. Burrowing shrimp them-selves may be viewed as “ ecosystem engineers ” because they signifi cantly rework the structure of the associated benthic community via their extensive “ bioturbation ” (e.g., Posey 1986 ; Dumbauld et al. 2001 ). When treated with pesticide, the shrimp - dominated community is then replaced, at least for a culture cycle or two, with above - sediment structure in the form of oysters and even eelgrass (e.g., Dumbauld and Wyllie - Echeverria 2003 ).

Among large, more mobile nekton, some species show loose habitat associations due to the presence of aquaculture operations, while others appear to be uneffected. In Willapa Bay, juvenile Chinook salmon ( Oncorhynchus tshawytscha) and English sole ( Parophrys vetulis ) were found across habitats (eelgrass, oyster aquaculture, and mudfl ats), while other fi nfi sh such as tubesnouts ( Aulorhynchus fl a-vidus ) were clearly associated with eelgrass (e.g., Hosack et al. 2006 ; Dumbauld et al. 2009 ). Separate studies conducted in Willapa Bay and Grays Harbor estuaries have shown that mature Dungeness crab ( Metacarcinus magister ) utilize unstructured muddy areas to feed and rock crab ( Cancer productus ) utilized cultured oysters, while young crab of both species prefer shell deposits and oyster aqua-culture areas over eelgrass and especially unstructured, shrimp - dominated habitat for protection (e.g., Dumbauld et al. 2000 ; Holsman et al. 2006 ). Data from fi eld enclo-sures and laboratory mesocosms suggests that juvenile salmon seek refuge in eelgrass habitats

Impacts of native and cultured bivalves 257

grass. Forty - fi ve percent of the area currently covered by eelgrass was once native oyster habitat (Fig. 9.5 A).

These hypotheses assume that estuarine bathymetry has not changed. Borde et al. (2003) suggest that the area where eelgrass can now grow has increased by 22% through time. The functional value of large, undisturbed eel-grass meadows and unvegetated tidal fl ats versus “ mixed ” landscapes of patchy habitats, including shellfi sh beds with edges and corri-dors, needs to be examined at the appropriate landscape scale. This may be an area where innovative practices and best management practice s ( BMP s) developed by growers in association with scientists can be applied to conserve and even enhance the functional value of these shrinking estuarine habitats.

Associated i mpacts ( p ositive and n egative)

Most mariculture operations remove all or most of the shell, along with the meats derived from the waters in which the bivalves were farmed. On the U.S. West Coast, the aquacul-ture industry operates nearly all bivalve har-vesting operations, with little or no wild stock - based operations, so that shell is most often recycled effi ciently for reuse. In contrast, during most of the nineteenth through twenti-eth centuries a great deal of the Crassostrea virginica shellstock was removed from estuar-ies in the Gulf of Mexico and Atlantic coast of the United States and not necessarily replanted. These operations removed the critical carbonate - based shell habitat (oysters, scal-lops, clams, etc.) that, under pre - European settlement accumulated, dissolved or was reduced through normal taphonomic pro-cesses (discussed in Tevesz and McCall 1983 ; Donovan 1991 ; Andersson et al. 2003 ; Guti é rrez et al. 2003 ; Powell et al. 2006 ; NRC 2010 ). In many ways, harvesting of the entire

assumed a similar role to that played by the native Ostrea lurida prior to human interven-tion, but key differences exist, including plant-ing and harvesting cycles, associated management practices and structures, as well as scale and location of these culture opera-tions in the estuary. While there have been few landscape - level approaches to studies of bivalve shellfi sh aquaculture in West Coast estuaries (but see Carswell et al. 2006 ), we hypothesize about the case for Willapa Bay, WA, where shellfi sh culture operations are relatively extensive at nearly 13% of the total estuarine area (Dumbauld et al. 2009 ).

In comparison, native (Olympia) oysters covered 7.5% of the total estuarine area (based on historical maps; Collins 1892 ), but their extrapolated occurrence was at a lower tidal elevation and distance further from the mouth of the estuary than the majority of the current shellfi sh aquaculture areas (Fig. 9.5 A). Though they likely formed vertical aggregations of “ clustered ” oysters that might be called “ reefs, ” native oysters may have had a similar profi le to current aquaculture beds because individuals and even clusters were much smaller. Thus, the role of cultured bivalves as material processors is potentially similar to that of native oysters (NRC 2009, 2010 ). However, their location closer to the estuary ’ s mouth and higher within the intertidal zone suggests that they may be processing phyto-plankton before it reaches locations further up the estuary where native oysters were once abundant (Fig. 9.5 B). The role of other fi lter - feeders such as native clams and burrowing shrimp, which exclude bivalves at some loca-tions due to their “ bioturbation, ” is unknown but likely fl uctuated over time as well. Cultured oyster habitat overlaps with approximately 43% of eelgrass habitat (mostly native but also nonnative Zostera japonica ). This potentially provides more habitat for recruitment of species, such as juvenile Dungeness crab and English sole ( Parophrys vetulus ), than did native oysters that also overlapped with eel-

258 Shellfi sh Aquaculture and the Environment

One critical discussion regarding both natural and cultivated bivalves that needs to be further addressed is whether the carbonate - rich deposits consisting of both live and dead animals are carbon sinks or carbon sources. This issue needs to be addressed in greater detail before it can be resolved to everyone ’ s satisfaction as we discuss carbon sequestration and reduction of ocean acidifi cation as a potentially important ecosystem service of shellfi sh habitats (e.g., Brewer 1997 ; Andersson et al. 2003 ; Caldeira and Wickett 2003 ; Feely et al. 2004 ; Gazeau et al. 2007 ; Salisbury et al. 2008 ; Doney et al. 2009 ; Borges and Gypens 2010 ; Hopkins et al. 2010 ; NRC 2010 ; R. Newell, pers. comm.). One major ecosystem service that aquaculture may fulfi ll

organism makes this a “ put and take fi shery ” without returning a signifi cant portion of the shell back into the system. Since bivalve mol-luscs are harvested as both the habitat and the resource, its removal signifi cantly impacts future generations that require clean new sub-strate for recruiting larvae to settle upon. One of the most critical fi ndings from the many restoration efforts conducted with Crassostrea virginica in the last decade is that the most successfully restored subtidal reefs are those that have suffi cient vertical relief off the bottom for both food, fl ow, and fewer extended hypoxic events (discussed in Lenihan and Peterson 1998 ; Lenihan 1999 ; Coen and Luckenbach 2000 ; Coen et al. 2007 ; Schulte et al. 2009 ).

Figures 9.5 Estuarine habitat maps for Willapa Bay, WA, showing (A) the distribution of native oysters from a map created in 1892; (B) the distribution of cultivated Pacifi c oyster beds in 2006; and (C) the distribution of eelgrass (mostly Zostera marina , but some Zostera japonica ) in 2005.

Native oysters1892

Oyster andclam culture

2005Eelgrass 2005

(A) (B) (C)

Impacts of native and cultured bivalves 259

positive effects of bivalve biodeposits on sea-grass “ fertilization ” are more likely to play a role in oligotrophic waters than on those with relatively high available nutrients (Castel et al. 1989 ; Reusch et al. 1994 ; ASMFC 2007 ; Carroll et al. 2008 ; Dumbauld et al. 2009 ; Tallis et al. 2009 ; NRC 2010 ). Mariculture operations generally take place in “ Approved ” waters, away from coastal development and are associated high bacterial and nutrient levels. These waters are approved for direct shellfi sh harvest, that is, where shellfi sh are primarily grown for sale, while restoration for other “ ecosystem services ” such as fi ltration and habitat and broodstock enhancement can take place often in more eutrophic locations (cf. the Nature Conservancy ’ s Long Island Sound and Great South Bay goals; C. LoBue, pers. comm.). Though there are exceptions, on the U.S. East Coast where rivers supply most of the nutrients, mariculture locations occur in more oligotrophic waters where the fertiliza-tion effect could take place, while on the West Coast background nutrients are already high and supplied by the near - shore coastal ocean so the fertilization effect is less likely.

Although many positive interactions have already been discussed for shellfi sh maricul-ture and associated seagrasses, and to a lesser extent macroalgae, many negative impacts or concerns have been expressed by seagrass researchers and permitting agencies charged with the protection of “ potential ” or “ real-ized ” seagrass populations. These have been discussed previously for shellfi sh aquaculture in general (Pillay 1992 ; Kaiser et al. 1998 ; Heffernan 1999 ; Kaiser 2000, 2001 ; Black 2001 ; E.L. Jackson et al. 2001 ; Ruesink et al. 2005, 2006 ; Hosack et al. 2006 ; ASMFC 2007 ; Tallman and Forrester 2007 ; Wisehart et al. 2007 ; Richardson et al. 2008 ; Dumbauld et al. 2009 ; Forrest et al. 2009 ; NRC 2009, 2010 ; Tallis et al. 2009 ) and include (1) co - opting space where seagrasses might other-wise expand their coverage through time (Everett et al. 1995 ); (2) extreme reduction of

is required shell for wild stock and related restoration efforts (NRC 2010 ). Ocean acidi-fi cation may become a serious impediment to potential shell “ stores ” in estuarine waters (Waldbusser et al. 2011 ).

Bivalve aquaculture often has positive effects for the surrounding seagrass communi-ties, enhancing light through reduction in tur-bidity, and adding nutrient - rich biodeposits (reviewed in Haven and Morales - Alamo 1966 ; Luckenbach and Orth 1999 ; Williams and Heck 2001 ; Newell et al. 2002, 2005 ; Mallet et al. 2006, 2009 ; ASMFC 2007 ; NRC 2009, 2010 , although some disagree with this con-clusion; Smith et al. 2009 ). Seagrasses alone can enhance water clarity through removal of suspended sediments as water is baffl ed through blades (e.g., Hemminga and Duarte 2000 ; Beck et al. 2001, 2003 ; Williams and Heck 2001 ; Agawin and Duarte 2002 ; Larkum et al. 2006 ; McGlathery et al. 2007 ). Through their effi cient fi ltering process, bivalve mol-luscs can remove signifi cant portions of all of the total suspended sediments carried in the overlying water column. However, in some estuaries where suspended sediments are low relative to colored dissolved organic matter ( CDOM ), the impact of fi lter - feeding bivalves may have little or no impact on light levels (Corbett 2007 ; L. Coen and E. Milbrandt, pers. obs.). Additionally, seagrass seeds or veg-etative shoots may be entrained directly or indirectly captured in both natural bivalve systems or in and around aquaculture opera-tions where currents are often reduced.

The presence of native bivalve populations also has been shown to have positive effects on submerged vegetation in temperate and subtropical - tropical systems (discussed in Castel et al. 1989 ; ASMFC 2007 ; Dumbauld et al. 2009 ; NRC 2009, 2010 ) where many seagrass - epiphyte communities are phospho-rus and nitrogen limited (e.g., Johnson et al. 2006 ). Shellfi sh may enhance the supply of these nutrients through processes such as biodeposition. It has been suggested that the

260 Shellfi sh Aquaculture and the Environment

tem structure (e.g., Crassostrea Gigas ; see “ Uniqueness of West Coast Aquaculture ” section above; see also Michael and Chew 1976 ; Chew 1990 ; Carlton and Mann 1996 ; Reise 1998 ; Ruiz et al. 2000 ; Black 2001 ; Ruesink et al. 2005 ; Thieltges et al. 2006 ; McKindsey et al. 2007 ; Kochmann et al. 2008 ; Molnar et al. 2008 ; Cohen and Zabin 2009 ; Dumbauld et al. 2009 ; Sousa et al. 2009 ; Markert et al. 2010 ).

Problems related to biodeposits (as fi rst noted and reviewed by Dame 1996 ) have gen-erally been associated with subtidal mussel operations in areas with poor fl ushing rates (e.g., Grant et al. 1995 ; Miller et al. 2002 ; Crawford et al. 2003 ; Cranford et al. 2007 ; Mallet et al. 2009 ; McKindsey et al. 2009 ; Chapter 10 in this book). Rarely have biode-posit accumulations been a problem in inter-tidal growout activities in well - fl ushed areas (e.g., discussed in the “ Uniqueness of West Coast Aquaculture ” section above; Dumbauld et al. 2009 ; NRC 2010 ). Given the extensive umbrella of knowledge under which large - scale aquaculture now operates, site selection criteria and permitting most likely reduce the likelihood of such negative effects (e.g., Tenore and Gonzalez 1975 ; Tenore et al. 1982 ; Dame 1996 ; Wildish and Kristmanson 1997 ; Callier et al. 2008 , but see Deal 2005 ), with most mariculturists striving to operate under more sustainable practices (see Chapter 3 in this book).

Case s tudy: p otential s hort - and l ong - t erm i mpacts of h igh - d ensity i ntertidal h ard c lam a quaculture in s outheastern U . S . t idal c reeks

Background

At present, culture of the northern quahog ( Mercenaria mercenaria ) occurs in more U.S. states than any other native bivalve species under culture. Although market prices fl uctu-ate greatly, overall U.S. market value for these clams is currently among the highest. Direct

fertilization rates caused by cultured bivalve biodeposition (Huang et al. 2008 ) and epi-phytic fouling or excessive macroalgal growth associated with enhanced nutrient availability (e.g., DeCasabianca et al. 1997 ; Hauxwell et al. 2001 ; Munroe and McKinley 2007a, 2007b ; Powers et al. 2007 ); (3) physical dis-turbance from planting and harvesting associ-ated with normal fi shing or mariculture operations (Tallis et al. 2009 ); (4) enhanced competition from biofouling and other species as a result of the introduction of novel hard substrates related to aquaculture operations and deployment or accumulation of dead shell from these extended operations (Beal and Kraus 2002 ; Costa - Pierce and Bridger 2002 ; Orth et al. 2002 ; Erbland and Ozbay 2008 ; Lu and Grant 2008 ; Kimbro et al. 2009 ); (5) changes in both physical and chemical sedi-ment characteristics resulting from changes in fl ow due to the extensive outplanting of aquaculture - related gear (Soniat et al. 2004 ; Kelly et al. 2008 ; see also Fig. 9.4 and the case study in this chapter); (6) past and present spraying of insecticides related to the control of burrowing decapod shrimp populations (e.g., reviewed in Feldman et al. 2000 ; Dumbauld et al. 2001, 2006, 2009 ); (7) intro-duction of direct seagrass competitors ( Zostera japonica , probably the only documented inva-sive seagrass; Harrison and Bigley 1982 ; Posey 1988 ; Baldwin and Lovvorn 1994 ); (8) enhanced structure may cause trophic cascades and negatively affect seagrass populations (e.g., Heck et al. 2000a, 2000b, 2006 ; Duffy et al. 2003 ; Inglis and Gust 2003 ); (9) intro-duction of novel species through the use of oyster shell (discussed in Bushek et al. 2004 ; Cohen and Zabin 2009 ); (10) relocation of shellfi sh stocks and transport of harmful algae (e.g., Carriker 1992 ; H é garet et al. 2008 ; Heil 2009 ; Lewitus and Coen, pers. obs.); (11) impacting access of birds, marine mammals, and other species to areas that would be simple, two - dimensional mudfl ats otherwise ; and (12) potential shifts in dominant ecosys-

Impacts of native and cultured bivalves 261

and indirect ecosystem effects of raising these clams at the elevated densities necessary for commercial success have not been well studied (e.g., Doering et al. 1986 ; Nugues et al. 1996 ; Cerrato et al. 2004 ; Tyler 2007 ). Some studies suggest that elevated bivalve densities can have important impacts on many of the above - mentioned system attributes (e.g., Cloern 1982 ; Offi cer et al. 1982 ; Cohen et al. 1984 ; Asmus and Asmus 1991, 2005 ; Dame, 1993 , 1996 ; Dame and Libes 1993 ; Newell 2004 ; ASMFC 2007 ; Cerco and Noel 2007 ). This species is typically grown in shallow subtidal or intertidal seafl oor areas that are highly visible, and often adjacent to seagrass habitats, which impacts site selection, local permitting, and confl icts over seagrass issues (NRC 2009, 2010 ). Intertidal aquaculture areas with tidal ranges ≥ 1 – 2 m are complex benthic systems and diffi cult to study since sediments are subject to daily aerial exposure where micro-phytobenthos respond to light and other cues. For example, intertidal marine sediments are “ biostabilized ” by diatom fi lms within the surface (Stal 2010 ).

Although not the primary goal of a past research effort in South Carolina, one objec-tive was to examine the direct and indirect effects of high - density hard clam mariculture on the adjacent inshore benthic ecosystem (Coen et al. 2000 ). Results showed that the deployment of hundreds to thousands of clam culture pens, each with tens of thousands of clams, had the potential to affect (1) local hydrodynamics, (2) sediment characteristics, (3) associated benthos, (4) food quality and quantity, and (5) the carrying capacity of the surrounding ecosystem. At that time, hard clam culture occurred on low intertidal mud-fl ats in small tidal creeks where dense oyster reefs ( Crassostrea virginica ) co - occurred (Coen et al. 2000 ; Judge et al. 2000 ).

In addition to clam growth experiments, several other experimental fi eld studies were conducted to (1) evaluate food and fl ow regimes and the effects of localized food deple-

tion on observed clam growth; (2) examine how clam culture pens and related activities directly and indirectly affect ecosystem attri-butes of tidal creeks (e.g., C/N ratios, total organic carbon [TOC], sediment % organics, sediment grain size); and (3) examine how clam culture might affect creek communities (e.g., water column and benthic chlorophyll a , infauna, and stable isotope ratios of deployed seed clams over time).

The study site was located just off the Kiawah River, Kiawah, SC (32 ° 37.41 ′ N, 80 ° 06.60 ′ W; Fig. 9.6 ) in an intertidal creek with shallow mudfl ats ( < 0.5 m in depth during low tide), interspersed with intertidal oysters on either side of the creek bank. Experimental plots were adjacent to and within a large commercial operation with approximately 600,000 clams in 400 circular predator - exclusion pens (0.30 - m high, diameter = 2.44 m, area = 4.68 m 2 ). They were typically exposed during mean low tide. At the site overall water depths at high tide often exceeded 1.8 m or more. Free stream tidal (fl ow) rates were typi-cally high, driven by a 100% change every 12 h. Pens were approximately 0.5 – 2.5 m from one another within a given area. Densities of newly outplanted seed clams (5 – 10 mm in shell length) were approximately 4274 clams m − 2 (approximately 20,000 individuals per pen). At a size of around 20 mm, clams were typi-cally thinned out to 855 clams m − 2 (4000 indi-viduals per pen). During the study, the larger overall area often had over 41 million clams in 2300 pens, with other areas having up to 17 million additional clams in over 800 pens. Overall, Atlantic LittleNeck ClamFarms, Inc. (referred to subsequently as “ ALC ” ) at one time had more than 7000 pens in South Carolina waters, with over 70 million clams planted within them (Judge et al. 2000 ; J. Manzi, pers. comm., 1997).

This study focused on four locations with increasing distance from the above ALC site: (1) between and within pens; (2) 1 – 50 m away (three sites seaward and three sites

262 Shellfi sh Aquaculture and the Environment

Effects on s ediment and i nfauna

Sediment attributes were impacted by the pres-ence of the pens, but the effects tended to be evident only within pens (Figs. 9.7 and 9.8 ). Even at short distances from the pens, sedi-ment changes were not evident or predictable. Sediment organics (% at ignition), % silt, and

downstream); (3) a control site at the creek entrance that was 340 m upstream of the above ALC site; and (4) a reference site without any clam aquaculture. At locations 1 and 2 (listed above), small experimental cages (0.25 m 2 , with 6.4 - mm mesh) were also deployed to examine clam growth at three different densities.

Figure 9.6 Large - scale hard clam growout in South Carolina. Note hundreds of pens at one site near Kiawah, SC (each 4.68 m 2 in area).

Figure 9.7 Small experimental cages (0.25 m 2 , with 6.4 - mm mesh) adjacent to clam pens (see also Fig. 9.6 ).

Impacts of native and cultured bivalves 263

aged 8.8% in year 1 collections, and 13.2% in the year 2 collections, a difference of 30% from those samples collected outside pens. In comparison, Mojica and Nelson (1993) found an increase in silt - and clay - sized particles, as well as an increase in organic content in close proximity to commercial hard clam growout

sometimes % clay were much higher inside pens, while % sand tended to be higher outside pens.

Absolute values of sediment parameters varied slightly over time, but the rank order of the results over time was quite similar. For example, organic content inside the pens aver-

Figure 9.8 Results of a July 7, 1998, sediment grain size analysis across study sites; data combined across sites. Sediment cores were 3.5 cm in diameter and 5 cm deep. Inside pens ( n = 16) were signifi cantly different from all combined nonpen locations ( n = 29) for each attribute ( P < 0.001). SE, standard error.

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264 Shellfi sh Aquaculture and the Environment

proportion of silts or clays and organic matter as reported by Light and Beardall ( 1998 , see also Cahoon et al. 1999 ).

Effects on p hytoplankton a bundance

Concentrations of chlorophyll a in the water column were used as a surrogate for food quantity. Water samples were collected at slack high tide at all of the study sites at approxi-mately monthly intervals using a horizontal Wildco water sampler, then fi ltered following standard fl uorometric methods for quantifying chlorophyll a ( μ g L − 1 ; see Coen et al. 2000 ; Grizzle et al. 2006, 2008 ). Water column chlo-rophyll a levels among sites increased and decreased with seasonal spring and summer phytoplankton blooms. Highest chlorophyll a levels were observed during the summer at all sites. Despite small - scale spatial variability, no consistent differences among adjacent loca-tions were found.

In order to determine within - site effects on variability of suspended food, the potential for depletion of water column phytoplankton at four different spatial scales was assessed by collecting water from different locations simul-taneously within our fi eld site using a vertical sampling apparatus or “ sipper ” (Judge et al. 1993 ). Experiments included (1) food deple-tion (or enhancement) as a parcel of water traveled the entire creek length from the control (creek entrance) site to within the center of the pens (340 m downstream) and as sampled at fi xed heights above the substrate (1, 5, 15, and 45 cm); (2) food depletion as a parcel of water traveled 150 m across the entire ALC clam pen site (over approximately 400,000 clams); (3) food depletion as a parcel of water traveled through an individual clam pen housing approximately 3000 clams (sampled 1 m upstream from a pen and within that same pen); and fi nally, (4) small - scale (ca. 50 cm) food depletion, sampling over our smaller growth cages at densities of 5, 50, and 200 clams per 0.25 - m 2 cage (Coen et al. 2000 ; Judge et al. 2000 ).

bags. The shift in particle size may affect clam growth indirectly, as Grizzle (1988) noted that growth was slowest in fi ner sediments and fastest in coarser, sand - dominated sediments. Although nutrient characteristics of the sedi-ments were not examined, investigators have found both positive and negative impacts from various shellfi sh farming practices (e.g., Holmer 1991 ; Gilbert et al. 1997 ).

Within a given location, no small - scale ( < 50 cm) differences in total benthic biomass were detected between insides and outsides of pens. To examine larger - scale differences in total benthic abundance, data were pooled to compare among locations. One - way analysis of variance (ANOVA) tests revealed no signifi -cant differences among locations ( P = 0.58, degrees of freedom [d.f.] = 38). Linear regres-sion analysis, examining the relationship between total biomass and distance from pens, also revealed no signifi cant relationship ( r 2 = 0.02, P = 0.43). Although total biomass of benthos does not appear to be related to proximity to pens, difference in the abundance of faunal taxa may be infl uenced by the pres-ence of pens or associated changes in local microhabitat (e.g., sediment type or organic content, fl ow), but they were beyond the scope of this project (see Weston 1990 ; Hammel and Webb 1999 ).

Chlorophyll a levels of intertidal sediment were several orders of magnitude higher than water column values. Results from both sedi-ment chlorophyll samplings revealed signifi -cantly higher levels of chlorophyll a inside versus outside the pen area. Levels were approx-imately 20% higher inside pens than outside pens in May (6000 μ g mL − 1 sediment) and 50% higher in July (11,000 μ g mL − 1 samples). This difference corresponds to the time period during which site water column temperature and salinity were highest and dissolved oxygen levels were lowest. Seasonal variability in water column chlorophyll levels was observed with chlorophyll peaking in May, probably a result of initial spring blooms. Overall, levels of chlo-rophyll were highest in sediments with a high

Impacts of native and cultured bivalves 265

Simultaneous water samples were collected upstream to examine changes in chlorophyll a across the ALC pen site, within and down-stream of pens at the four sampling heights mentioned above. Overall, there were few dif-ferences between upstream and downstream locations, or vertically among the four heights above the bottom (Fig. 9.9 ).

Across the entire creek, only a transitory chlorophyll a spike was observed during a fl ooding tide in June. Chlorophyll a concentra-tions were temporally elevated at very shallow water depths, independent of location. As the water depth increased, chlorophyll a levels declined and were not different among sites or sampling heights.

Figure 9.9 Summary of results of “ sipper ” sampling, Kiawah study sites, August 14, 1997. Four sampling heights were used for the four collections on a fl ooding tide. (Nota bene: some sampling heights absent due to the shallow water of the early fl ood.) Chlorophyll a (Chl a ) concentrations were quantifi ed fl uorometrically. SD, standard deviation.

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266 Shellfi sh Aquaculture and the Environment

Water fl ow speed measurements were gen-erally conducted on fl ooding tides, occasion-ally extending into the early ebb tide. On each sampling date, up to 13 heights above the bottom were sampled to characterize the benthic boundary layer conditions. These ver-tical velocity profi les allowed for the genera-tion of shear velocity ( u * ) calculations via logarithmic profi ling (Eq. 9.1 ) and Reynolds shear stress (Eq. 9.2 ) methods. When the fl ow direction varied within a benthic boundary layer profi le (e.g., adjacent to obstruction created by the pens), only the Reynolds shear stress method could be calculated.

u s u k s d so o( ) = −( )[ ]∗ / ln / (9.1)

u u wR R∗ = [ ] = ′ ′τ ρ τ ρ/ ,.0 5 where (9.2)

Benthic boundary layer sampling was con-ducted at two locations (340 m and 50 m) upstream of the ALC study site for 3 h during a fl ooding tide. Maximum near - surface water fl ow speeds approached or exceeded 30 cm s − 1 at both locations. Vertical velocity profi les were constructed at the control creek entrance site and at a location 50 m away. At both loca-tions, fl ow direction did not vary with sam-pling height above the bottom. Shear velocities ( u * ) for the control creek location at 5 cm above the bottom (Reynolds shear stress method) ranged from 1.205 cm s − 1 (initial fl ood) to 1.715 cm s − 1 (peak fl ood). Shear velocities ( u * ) at the site 50 m upstream (log profi le method) ranged from 0.306 cm s − 1 (late fl ood) to 1.557 cm s − 1 (peak fl ood). Benthic boundary layer sampling between the pens (i.e., within the ALC study site) was conducted on three occasions for a total of 5.5 h during two fl ooding tides and an additional 6.5 h from the initial fl ood through early ebb tide. Maximum near - surface water approached 20 cm s − 1 at this site. Vertical velocity profi les were constructed for three components of the tidal cycle, including peak fl ood. At this loca-tion, fl ow direction varied dramatically with

A second experiment, conducted in May, quantifi ed chlorophyll a concentrations (1) within a single pen; (2) in the pen area; and (3) upstream of pens. As before, no consistent depletion of chlorophyll a concentrations was observed. A third comparison of food levels within a pen and an area 1 m upstream of that pen was run in June and only a transitory elevation of chlorophyll a was documented during the initial fl ood. In general, no sus-tained reduction within a pen or among mul-tiple sampling heights was observed. A fourth comparison, based on samples collected in June, measured potential food reduction across the smaller experimental cages (5, 50, or 200 clams per 0.25 m 2 ), and similar to the experi-ments described above results exhibited no upstream versus downstream differences. In all cases, no consistent depletion of food levels arose at any of these scales, with the exception of the transitory elevation during the initial fl ood, most likely due to a resuspension of surfi cial sediments and benthic microalgae (Coen et al. 2000 ; Judge et al. 2000 ).

Effects on w ater fl ow

Flow regimes in aquatic systems can be complex, especially when associated with three - dimensional structures (reviewed in Nowell and Jumars 1984 ; Denny 1988 ; Denny and Wethey 2001 ). Water fl ow in the fi eld was measured at two temporal scales. First, a Sontek (YSI, Inc., San Diego, CA) acoustic Doppler velocimeter ( ADV ; fi eld model) was used to characterize current speed and direction at our fi eld site via high frequency ( ≤ 25 MHz) readings of water fl ow and vertical mixing ( x - , y - , z - axes). Current velocity was measured inside individual clam pens, aisles between pens, and at various dis-tances upstream of pens. The ADV sampled variations in water fl ow speed along each dimensional axis up to 25 per second, within a small sampling cylinder (9 - mm length × 6 - mm diameter) whose height above the substratum could be positioned by the experimenter.

Impacts of native and cultured bivalves 267

to move around or over the pens), the shear velocity ( u * ) near the bottom is reduced by 50% in the aisle between pens or reduced by 90% within a pen (Fig. 9.10 ). Thus, at the height of a feeding clam, pens may drastically reduce the food particle fl ux.

Second, dental plaster (molded into 1.5 - cm diameter × 10 - cm length) cylinders or “ clods ” were deployed at different locations upstream, downstream, and within our fi eld site. These plaster elements dissolve slowly, so they can be deployed for 7 – 10 - day periods, integrating dif-ferences in fl ow rates over a longer timescale than measured with the current meter (weeks vs. minutes) could be made. This method allowed for the simultaneous monitoring of fl ow patterns among several growth locations not possible with a single ADV (Yund et al. 1991 ; Judge et al. 1992, 1993 ; Judge and Craig 1997 ; Giotta 1999 , but see Porter et al. 2000 ). Sides of cylinders were coated with a polyurethane varnish to inhibit erosion, thereby ensuring that all dissolution would occur solely on the surface area of the cylinder top. Thus, mass loss was approximated by a linear function.

sampling height above the bottom, especially at the height of the clam pens. Shear velocities ( u * ) for this location at 5 cm above the bottom (Reynolds shear stress method) ranged from 0.388 cm s − 1 (initial fl ood) to 1.123 cm s − 1 (peak fl ood) (Coen et al. 2000 ; Judge et al. 2000 ).

Benthic boundary layer sampling within a caged pen (within the ALC study site) was conducted for 3 h during a fl ooding tide. Maximum near - surface water fl ow velocities surpassed 20 cm s − 1 above the top of the pens. Vertical velocity profi les extending into the ALC pens were constructed for peak fl ood components of the tidal cycle. At this location, fl ow direction again varied with sampling height above the bottom with noted shifts at the approximate ALC pen height (Fig. 9.10 ). Shear velocities ( u * ) for this location at 5 cm above the bottom varied from 0.225 cm s − 1 (initial fl ood) to 0.197 cm s − 1 (peak fl ood).

Overall, the high - frequency, short - term fl ow characterization suggested that the pres-ence of the pen structure alters both the mixing intensity and the horizontal direction of the fl ow patterns. Relative to the control location away from any pens (which forces the water

Figure 9.10 Comparison of turbulent fl ows at three sites (control, pen aisle, and within pens). Shear velocities calculated at several heights above the substrate via Reynolds shear stress method. ALC pens were 30 cm tall and indicated by dashed lines ( - - - ).

Characterization of Turbulent Flowvia Reynolds Shear Stress

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268 Shellfi sh Aquaculture and the Environment

Long - term patterns differences in water fl ow among locations where clam growth was also measured were estimated by dissolution of dental plaster cylinders. A total of 270 clods were deployed at multiple locations upstream, downstream, and within our fi eld site, includ-ing within clam pens. Replicate clod cards were always deployed in pairs, glued with sili-cone cement atop a rectangular PVC plate (10 cm × 5 cm) and positioned 5 cm above the substrata. After retrieval, cylinders were removed from their holders, rinsed of sedi-ment, dried at 60 ° C for 48 h, allowed to accli-mate to ambient lab temperature and humidity for 48 h, and reweighed for mass lost (Coen et al. 2000 ; Judge et al. 2000 ).

Variability in fl ow among locations (Fig. 9.11 ) were analyzed as an incomplete block ANOVA with deployment date as the blocking variable and mass lost as the dependent vari-able. Overall, there was a signifi cant difference in mass loss among locations (ANOVA, P < 0.001), although several intermediate locations overlapped in plaster loss. The three locations common to all (control, 50 m, and between pens), food supply, sediment analysis, and ADV measurements proved to be signifi -cantly different (Coen et al. 2000 ; Judge et al. 2000 ).

Moreover, the rank orders of these sites both qualitatively and quantitatively matched the shear velocity differences illustrated by the ADV. In addition, the plaster dissolution within pens exhibited a 25 – 33% reduction relative to outside (ANOVA, P < 0.001), dem-onstrating the extent of fl ow speed loss by the cage mesh itself. The use of the ADV and the plaster cylinders allowed water fl ow patterns to be quantifi ed at two different temporal scales (minutes vs. weeks) and both measures exhibited strong concordance. Both current meter and clod card data revealed that clam farm pens signifi cantly altered fl ow (and other site characteristics) within the tidal creek.

Overall, the structural presence of cages imparted profound changes in the hydrody-

namic regimes within and around clam pens, thereby altering numerous sediment attributes (i.e., grain size and chlorophyll a concentra-tions). Cage - induced mixing caused a localized decoupling of the benthic boundary layer, which can dramatically affect the temporal variation of resuspended algal food supplies. Sediments generally were enriched in the organic fraction, but lower in sand, silt, and clay adjacent to the aquaculture pens. Sediment chlorophyll a (an indirect metric for food quantity) was signifi cantly enhanced within the pens. Despite differences in mixing and sediment attributes induced by the clam pens, however, total sediment infaunal biomass (exclusive of Mercenaria ) was not adversely impacted by high - density clam pens. Availability of suspended food varied among sampling dates, but there was little evidence for food depletion within the water column or across the growth cages. The only regular pattern was a transitory chlorophyll a spike via resuspension during the initial stages of a fl ooding tide (i.e., water depths less than 20 cm). Hydrodynamic patterns (measured at timescales from seconds to weeks) affecting delivery of suspended food showed that clam farm pens reduced mean water speed and mixing by an order of magnitude within a cage, while the caging material itself created localized regions of intense shear stress (Coen et al. 2000 ; Judge et al. 2000 ).

Longer - t erm and l arger - s cale c oncerns

The case study was completed in 2000 at which time ALC had deployed more than 7000 pens on local South Carolina mudfl ats, with over 7 × 10 7 clams planted among them (Coen et al. 2000 ; ALC, pers. comm., 1997). The relevant fi ndings included differences in sediment inside versus outside of growout pens, with interiors generally enriched in the organic fraction, but with lower coarse sands

Figure 9.11 Overview of results of dental plaster dissolution from four deployments. A new batch of “ clods cards ” was used for each deployment. * Control clod cards for deployment #2 were not discovered until ca. 20 days after the retrieval of the other clods.

0.6

0.5

0.4

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ensAisle

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East 23

Creek

Control

West 57

West 5

West 1

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ensAisle

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East 23

Creek

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West 57

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West 1

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Front of P

ensAisle

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West 57

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ensAisle

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Overall Cold Card Results

Deployed 8/12/97–8/19/97 (#1)

Deployed 10/31/97–11/13/97

(Control 10/31/97–12/8/97) #2

Deployed 4/8/98–4/22/98 #3

Deployed 6/24/98–7/7/98 #4(Control 6/24/98–7/8/98)

n = 4 Aisle and Within Pens Combinedn = 2 All Other Locations

n = 4 Control and Inside Pens

n = 8 for West 57, West 5, and Inside Pensn = 7 for Controln = 4 for Creek

n = 26 for Pensn = 7 for Control

n = 5 for Front

n = 4 for West 5

n = 6 for Aisle and West 57

n = 2 All Other Locations Combines

0.4

0.3

0.2

0.1

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0.1

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0.2

0.1

0.0

*

Mea

n D

isso

lutio

n R

ate

(g d

ay–1

) ± 1

SD

Location

269

270 Shellfi sh Aquaculture and the Environment

habitat for nontarget species (e.g., oysters, mussels; see Figs. 9.12 and 9.13 ; see also Costa - Pierce and Bridger 2002 ; Dealteris et al. 2004 ; Munroe and McKinley 2007a ; Powers et al. 2007 ; D ’ Amours et al. 2008 ; Erbland and Ozbay 2008 ; Dumbauld et al. 2009 ). The maintenance and ultimate removal of such materials presents an additional concern as does the possible impacts of excess nutrients related to death and decay of the associated fouling organisms removed in situ and left to decompose.

In 2004, the South Carolina Department of Natural Resources (SCDNR) (through L. Coen) provided a research plan to address questions related to the remaining 4000, 8 - ft - diameter pens abandoned in South Carolina ’ s waters. Given that insuffi cient escrow funds were set aside with the two South Carolina state agencies (SCDNR and the South Carolina Department of Health and Environmental Control [SCDHEC]) tasked with pen removal and related materials (Figs. 9.12 and 9.13 ) in the event of a fi nancial failure, these two agen-cies were required to determine how to remove all of the remaining abandoned pens and asso-ciated materials. The plaintiff suggested that they be left as functioning critical habitat for numerous fi sh and invertebrate species. The abandonment of aquaculture - related gear is a potentially major problem and one that needs to be addressed more explicitly (see Fig. 9.14 ).

and more silt - clay fractions versus areas adja-cent to the aquaculture pens. Disturbance of mudfl ats during sampling, removal of pens, human disturbance (e.g., noise, viewscape impacts), or other resident organisms had been expressed as a potential concern (see discus-sions and reviews by Brenchley 1981 ; Mojica and Nelson 1993 ; Addessi 1994 ; Brosnan and Crumrine 1994 ; Burger 1994 ; Hall 1994 ; Rodgers and Smith 1997 ; DeGrave et al. 1998 ; Dernie et al. 2003 ; Yasue 2005 ; Kimbro and Grosholz 2006 ; Becker et al. 2009 ; NRC 2009, 2010 ). Although a lot of work has been expended on the impacts of predators (e.g., rays, Orth 1975 ), other disturbances or bio-turbation (e.g., Brenchley 1981 ; Hall 1994 ; Dahlgren et al. 1999 ), and human events (i.e., fi shing; Glude and Landers 1953 ; Godcharles 1971 ; Mojica and Nelson 1993 ; Addessi 1994 ; Brosnan and Crumrine 1994 ; Coen 1995 ; Brown and Wilson 1997 ; Eckrich and Holmquist 2000 ; Kaiser 2000, 2001 ; Neckles et al. 2005 ; Forrest et al. 2009 ; Macleod et al. 2009 ), little direct research has simulated and assessed the impacts related to intertidal or subtidal shellfi sh culture (NRC 2009, 2010 ).

As discussed above and elsewhere, growout structures and gear are generally cleaned or removed on an annual or multiyear basis. If left exposed over longer timescales (years) without attention, the cage pens themselves might provide additional hard substrate

Figure 9.12 Abandoned cage pens left out for over six years near Kaiwah, SC. These intertidal substrates were heavily fouled by Crassostrea virginica and other bivalve species.

Figure 9.13 Abandoned cages and other pen parts (mesh, PVC, etc.) left on the leased mudfl ats in South Carolina, USA.

Figure 9.14 High - resolution aerial imagery of an area near Kiawah, SC (lease M194). Clam pens (see lower - altitude and ground - level images, Figs. 9.6 and 9.12 ) were removed in 2004. Note the cage impacts still recognizable (delineated by red lines) years after their removal. (Courtesy of K. Schulte, SCDNR and GeoVantage and PhotoScience, Inc.)

271

272 Shellfi sh Aquaculture and the Environment

(3) development of necessary markets for attendant shellfi sh services; and (4) related nonmarket challenges (e.g., Freeman 1995 ; Costanza et al. 1997 ; Daily 1997 ; Meyer et al. 1997 ; Heal 2000 ; Meyer and Townsend 2000 ; Farber et al. 2002 ; Millennium Ecosystem Assessment 2003 ; Peterson et al. 2003 ; Cerrato et al. 2004 ; Lipton 2004 ; Newell 2004 ; NRC 2004 ; Newell et al. 2005 ; Cerco and Noel 2007 ; Grabowski and Peterson 2007 ; Brumbaugh and Toropova 2008 ; Wei et al. 2009 ).

The continued use and expansion of BMPs (see Chapter 3 ) in the fi rst, second, and third world, coupled with the application of research fi ndings, will better focus shellfi sh mariculture on (1) where it can be commercially and eco-logically sustainable; (2) site selection; (3) appropriate densities; (4) multiuse operations; and (5) where restoration using scaled - up aquaculture may be applied to areas where harvesting cannot occur as a result of admin-istrative closures, (e.g., initiatives in places such as New York City) but where “ farmed ” species on an industrial scale may be used to treat eutrophication (e.g., Lindahl et al. 2005 ; Gren et al. 2009 ; Chapter 8 in this book). When one compares fi nfi sh aquaculture, which requires large inputs of feed often with associ-ated negative impacts (e.g., Grant et al. 1995 ; Hastings and Heinle 1995 ; Kaiser et al. 1998 ; Heffernan 1999 ; Kaiser 2000, 2001 ; Crawford et al. 2003 ; Forrest et al. 2009 ; NRC 2010 ), use of bivalve (especially oyster) aquaculture is generally considered to be more sustainable, itself requiring excellent water quality, often with few demonstrable negative impacts at this time (e.g., Pillay 1992 ; Rice 2000 ; Read and Fernandes 2003 ; Newell 2004 ; Whiteley and Bendell - Young 2007 ; Dumbauld et al. 2009 ; NRC 2009, 2010 ). There is less consensus, however, among researchers on the use of non-native species regardless of one ’ s following of the International Council for the Exploration of the Sea ( ICES ) protocols (e.g., Simenstad and Fresh 1995 ; Trianni 1995 ; Rumrill and

Remaining q uestions

Aquaculture will continue to increase world-wide while native “ wild stock ” populations decline to near unsustainable levels (Beck et al. 2009, in press ). Living shoreline projects and native shellfi sh restoration projects conducted to provide one or more of the ecosystem ser-vices discussed above will also continue to expand, especially given sea level rise and the search for more ecofriendly approaches. One question that needs to be further addressed is whether structure alone is suffi cient to enhance biodiversity around either natural biogenic shellfi sh reefs with multiple age classes of mol-luscs (e.g., Luckenbach et al. 2005 ), or whether the act of substrate placement alone is suffi -cient? Recent work with intertidal reefs sug-gests that signifi cant resident and transient associates (e.g., Harding and Mann 1999, 2001 ; Coen et al. 2000 ; Coen et al. 2006 ) are attracted to shell even without live recruited oysters (Coen et al. 2006 , unpublished data).

More is known about the impacts of water column - based aquaculture (e.g., mussel culture) than we do about other bivalve species (e.g., oysters). While the number of large - scale shellfi sh aquaculture operations throughout the world, especially in Europe, the northwest-ern United States, and the Indo - West Pacifi c, continues to increase, few studies in those areas have examined the impacts on ecosystem properties at the landscape level. One excep-tion is the spread and impact of Crassostrea gigas replacing soft - sediment dominated com-munities with intertidal oyster reefs (e.g., see Chapter 14 in this book and discussion above), which will continue to be critically debated and evaluated for the benefi cial services and associated negative impacts of aquaculture practices. The underpinnings of an economic basis for restoration need to be resolved: (1) identifi cation and quantifi cation of ecosystem services (direct, indirect, and existence use); (2) determination of a clear defi nition of asso-ciated valuation and supporting services;

Impacts of native and cultured bivalves 273

tifi cation for shellfi sh protection, enhance-ment, and restoration efforts using several specifi c case studies that discuss the direct and indirect, biotic and abiotic, and positive and negative effects of shellfi sh aquaculture in estuarine and marine contexts. For the various shellfi sh species, these impacts vary by location of habitat (intertidal vs. subtidal), extent of cultured versus natural acreage (scale), other elements (e.g., existing seagrasses, competi-tors, benthos, available hard substrate, exotics) associated with the proposed area to be farmed, and by latitudinal/geographical differ-ences (cf. native species, regulations, western Atlantic, Gulf of Mexico, or Eastern Pacifi c). For some systems there is a wealth of general information that is particularly transferable in part to specifi c sites (e.g., carrying capacity, lost habitat structure); for others site - specifi c sampling and related research is required (e.g., interactions with marine mammals, fl ow, com-petitors, SAV). All of these factors need to be addressed to assess whether bivalve aquacul-ture can even partly replace lost natural systems. Finally, general statements as to whether aquaculture has benign, relatively neutral, or even negative effects (NRC 2009, 2010 ) is still unclear, especially given our limited understanding of the natural, often “ relic, ” or “ functionally extinct ” populations historically dominating estuarine and marine ecosystems (Beck et al. 2009, in press ).

Although polyculture has been practiced for thousands of years in Asia, and the concept of producing seaweed and bivalves as dual prod-ucts in estuaries is also well entrenched, recent interest in integrated multitrophic aquaculture has revolved around specifi cally using these organisms to process effl uents produced by shrimp and fi sh culture in both onshore and offshore systems where feed is added (dis-cussed in Folke and Kautsky 1989, 1992 ; McVey et al. 2002 ; Tomasso 2002 ; Neori et al. 2004 ; Shumway and Kraeuter 2004 ; Barrington et al. 2009 ; Pitta et al. 2009 ). Shellfi sh have been cocultured with other

Poulton 2004 ; Ruesink et al. 2005 ; Kochmann et al. 2008 ; Molnar et al. 2008 ; NRC 2009, 2010 ).

Although there is insuffi cient space to review the issues related to the recent fi shery options (including the potential introduction of Crassostrea ariakensis , a nonnative oyster from China and Japan) for the nearly lost native oyster population in the Chesapeake Bay (U.S. states of Maryland and Virginia) and North Carolina, there is much to be learned from the associated 5 - year draft EIS process (discussed in depth in NRC 2004 ; a recent dedicated Journal of Shellfi sh Research vol. 27[3] 2008; Blankenship 2009 ). The NRC (2004) report was over 300 pages long, and the fi nal EIS document exceeded 1500 pages, within which numerous potential oyster “ man-agement ” options were examined, such as 2n or 3n Crassostrea ariakensis , and numerous outcomes and fruitful discussions resulted. Comments from individual state and local governments, federal agencies, the scientifi c community, industry groups, lawmakers, and countless others drew diverse opinions. In con-trast to the numerous and earlier worldwide decisions to introduce (directed) nonnative bivalves into local waters (reviewed in Carlton and Mann 1996 ; NRC 2004 ; Ruesink et al. 2005 ; McKindsey et al. 2007 ; Molnar et al. 2008 ), the decision for the Chesapeake Bay was quite different. There was nearly a con-sensus conclusion to not introduce a nonnative oyster into the bay given the perceived or dem-onstrated risks versus benefi ts; whether this will follow elsewhere, only time will tell.

Since all shellfi sh habitats consist of living and dead individuals, and given the lack of suffi cient information currently available for any one site or multiple sites, it is necessary to consider the impacts of harvesting, aquacul-ture, and activities that ultimately impact estu-arine and marine habitats. This chapter provides an overview of the state of our knowl-edge regarding natural bivalve communities, reefs and aggregations, ecosystem services, jus-

274 Shellfi sh Aquaculture and the Environment

tion (e.g., Olympia oyster, Polson et al. 2009 ; use of Crassostrea virginica triploids in Chesapeake Bay and elsewhere, Beck et al. 2009 ). A great deal more site - specifi c research (e.g., NRC 2009, 2010 ) needs to be directed at examining potential sustainable practices (FAO 2009b ) and a greater emphasis needs to be placed on the impacts, both positive and negative, of large - scale bivalve aquaculture at the landscape or ecosystem scales.

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Impacts of native and cultured bivalves 275

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