Documentation Documentation Plan for Order 3 Soil Survey

1. DocumentationDocumentation Plan forOrder 3 Soil Survey

2. Documentation Where do we find guidance on kind and amount of documentation needed for soil survey?

3. Documentation Requirements • Guidance documents --Memorandum of Understanding (MOU) NSSH 606.01 MLRA-MO; MOU required Initial survey-MOU optional Extensive revision survey-MOU optional --MLRA-SSO; Plans NSSH 610.04 Workload Analysis-long range plan Project Plan Annual Plan --Documentation: NSSH 627.08 and Exhibit 627-8

4. Documentation StandardsNSSH 627.08

5. Why do we document and what purpose does it serve?

6. Purpose for Documentation • To be able to develop science based soil-landscape modelsso we can delineate polygons of like soils • To be able to build and store property data ina permanent database NASIS. • To quantify soil spatial variabilityin order to make logical breaks in soil landscapes. • To better communicatewith soil scientists and related professions (nomenclature, taxonomy, etc) • To correlate ecological sites with soils • To be able to classifyand correlate soils consistently • To be able to develop and test interpretations • To be able to test and report the reliability of soil survey information

7. Documentation What are some kinds of documentation?

8. Documentation Kinds (con’t) • Field notes • Descriptions-pedon and map unit • Transects • Investigations-laboratory data • Observations and Images-photographs • Remotely sensed and ancillary data • Soil properties for populating NASIS; what7 properties?

9. Paul’s 7 properties for NASIS • Sand • Silt • Clay • Bulk density • Organic matter • Rock fragments • Water states

10. Methods/types for collecting documentation • What are the four methods/types?

11. Methods

12. DocumentationDefinitions; NSSH exhibit 627-8 • Transecting - Describing the soils and conditions at points (or continuously as with GPR) along a fixed length at regular intervals orby selecting points to represent measured line segments of various patterns. • Transecting is used to identify the composition of adelineation and to design a map unit. • A very small percentage of the total number of delineations of any one mapping unit actually have transects unless there are very few delineations of the map unit. As soil order increases the length and intervals of the transect would generally increase. A transect is different from grid or line mapping used for determining line placement. • Traversing - Describing the soil and conditions at stops selected to reference vegetation, position on the landform, photo tone, etc. • This is an on-site identification of the soil andverification of the projected assignment of the map unit.

13. Documentation definitions (con’t) Observation - Visual notation of items as geologic features, vegetation, surface conditions, disturbed areas, etc without borings. This drive by or other sighted observation does not involve a soil examination, and instead relies on surface characteristics observed by the surveyor. Remotely sensed/ancillary data - includes photo tone on aerial photographs, 3-D digital elevation models, topographic maps, geology maps, vegetative maps, etc. Primary-the principal way polygons and properties are verified. Secondary-additional methods in support of primary methods.

14. Documentation (con’t) • Needs to be recorded and stored for others to have access to in the future. • NASIS • Soil Data Warehouse • Documentation includes reasoning and conclusions on how remotely sensed data was used in the development of the soil-landscape model.

15. Documentation in NASIS • What do we capture?

16. NASIS • Point data--pedon descriptions, pedon text, pedon descriptions can be linked to the Transect Object Table in NASIS • DMU (aggregate) data--DMU text, component text, horizon text

17. Documentation in GIS • What do we capture?

18. GIS • Data collection points • Transects • Create a documentation layer on how map unit polygons were identified to a map unit symbol; was the polygon traversed, observed or remotely sensed. • Others?

19. Documentation Plan for Order 3 survey

20. Documentation Plan • What needs to be included in a plan whether initial or maintenance survey? • Remember for Order 3; transects observations and remotely sensed data are the primary types of documentation

21. Documentation Plan • Document --Assemble past documentation if maintenance --What data layers (remotely sensed data) are/were used for landscape model development. • Slope, aspect and vegetation maps --What decisions and conclusions are/were made from the remotely sensed data. • Soil climate and vegetation relationships

22. Documentation Plan (con’t) --How are/were the polygon lines created. --Determine number and location of transects by map unit. --Observations made and polygons observed and or traversed to verify soil polygon line placement. --Analyze transect documentation for map unit kind, components and composition.

23. Documentation Plan-Initial Survey • Gather data layers, past correlation decisions within the MLRA, any material useful to develop a soil-landscape model • Develop pre-maps of map units and polygons from the model • Based on pre-map map units and polygons, determine location and number of transects • Pedon descriptions for determining components and soil properties for NASIS • Based on transect data, characterize the map units in terms of kind of map unit components, kind of map unit and composition

24. Documentation Plan-Maintenance Survey • Basically the same as initial except the kinds of map units, kinds of components, composition and polygon lines have already been “developed”. • Evaluate past documentation • Evaluate the soil-landscape model used to create the map unit polygons • Are there voids in map unit and component documentation?

25. Example for initial survey

26. Crater Lake National Park, Oregon

27. 1. Crater Lake Soil Climate Correlation to General Vegetation Map Historic Plant Association Crater Lake National Park, Oregon

28. 2. Slope Map Crater Lake National Park, Oregon

29. 3. Aspect Map Crater Lake National Park, Oregon

30. 4. Crater Lake Soil Climate Correlation to General Vegetation Map Historic Plant Association Crater Lake National Park, Oregon

31. 5. MLRA 3 Soil Climate Correlation to General Vegetation Map Historic Plant Association Crater Lake National Park, Oregon Maklaks Crater 7.5 minute quadrangle

32. 6. Slope Map Crater Lake National Park, Oregon Maklaks Crater 7.5 minute quadrangle

33. 7. Aspect Map Crater Lake National Park, Oregon Maklaks Crater 7.5 minute quadrangle

34. Create a pre-map using the data layers and our soil-landscape model • Pre-map polygons based on soil climate and vegetation correlations in the MLRA, slope, aspect , etc

35. *Blue lines are from the vegetation layer *Red lines are from the slope layer

36. Potential Map Units 4 map units (3 slope phases, 1 landform phase) of cryic/udic 3 map units (slope phases) of cryic/udic-dry 1 map unit and 5 polygons of cryic/udic-alpine meadow 1 map unit and one polygon of cryic/aquic 1 map unit and 1 polygon of udic/cryic -low

37. 10 Potential Map Units • Need to decide on number and location of transects. -Number of transects will be determined by number of polygons and size of polygons -Location of transects will in part be determined by accessibility to polygons

38. Map unit 1--Cryic/udic-low; 1 polygon 2--Cryic/aquic; 1 polygon 3--Cryic/udic-alpine meadow; 5 polygons, 4 of which are small Transects 1 transect 1 transect 1 or maybe 2 transects 10 Potential Map units

39. Map units 4--Cryic/udic-dry-2 to 5% slopes 5--Cryic/udic-dry-10 to 40% slopes 6--Cryic/udic-dry-40 to 90% slopes Transects 2 transects 2 transects 1 transect 10 Potential Map Units (con’t)

40. Map units 7--Cryic/udic-landform (cone)-30 to 60% slopes; 1 polygon 8--Cryic/udic-2 to 5% slopes 9--Cryic/udic-10 to 40% slopes 10--Cryic/udic-40 to 90% slopes Transects 1 transect 1 or 2 transects 2 transects 1 transect 10 Potential Map Units (con’t)

41. Summary • 10 potential map units • 13 to 15 transects • Transect data analyzed to determine kind of map units, kind of components and composition.