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CSA W214:21 Environmental DNA (eDNA) reporting requirements and terminology
standard by CSA Group, 11/03/2021
Preface
This is the first edition of CSA W214, Environmental DNA (eDNA) reporting requirements and terminology. Users of this Standard are reminded that additional eDNA study design, methodology, and reporting requirements may be specified by federal, provincial/territorial, municipal, or other authorities, or by a project owner, depending on the larger study objectives. This Standard should not be considered as a replacement for the requirements contained in any a) applicable federal, territorial, or provincial statute; b) regulation, licence, or permit issued pursuant to an applicable statute; or c) contract that an owner has with a contractor. CSA Group acknowledges that the development of this Standard was made possible, in part, by the financial support of the Standards Council of Canada (SCC). This Standard has been developed in compliance with Standards Council of Canada requirements for National Standards of Canada. It has been published as a National Standard of Canada by CSA Group.
Scope
1.1 General This Standard applies to the reporting of information regarding the conducting of eDNA biological surveys or assessments. This Standard provides a) definitions for terms that are routinely used in the description of eDNA studies; and b) minimum reporting requirements for eDNA studies in a quality assurance/quality control context, including the following: i) survey project goals and objectives; ii) survey design; iii) metadata collection; iv) different types of substrate collected from the environment; v) sample collection, labelling, handling, and preservation; vi) extraction of nucleic acids (i.e., DNA, RNA); vii) various analytical methods (qPCR, metabarcoding, metagenomics, metatranscriptomics, etc.); viii) overall survey analysis and interpretation; and ix) assessing the possibility or probability of Type 1 (false positive) and Type 2 (false negative) errors.
1.2 Users This Standard is intended for use by the following: a) proponents of resource development projects whose businesses can have either direct or indirect influences on natural systems, particularly aquatic systems, and whose development projects depend on social and regulatory acceptance of transparent science-based studies of natural ecosystems in the interest of accurately understanding and describing project-related effects; b) industrial proponents who conduct activities with potential ecological impacts; c) regulatory agencies including, but not limited to, federal, Indigenous, provincial, and municipal resource managers; d) contract administrators who oversee projects that utilize any aspect of eDNA methodology; e) non-government stakeholders, including environmental non-government organizations, that review or audit eDNA projects for compliance with reasonable expectations for due diligence. This may include consideration in a legal setting, under court review, to ensure professional diligence during execution and reporting of projects that utilize any of the genetic approaches described in this Standard; f) professional biologists and qualified environmental professionals who might audit a project to ensure competency and completeness; g) academic researchers and educators, for the purposes of improving and advancing the collective field of genetics research; and h) others with a vested interest in eDNA studies, including aspects of project design, execution, and results interpretation.
1.3 Application The requirements provided in this Standard apply to practitioners engaged in the delivery of eDNA studies and reporting of their results. Project results could influence decisions on the conservation and management of natural resources. Application of the Standards outlined herein will enable effective evaluation of eDNA methods during project implementation and enhance confidence in decision-making based on the project results.
1.4 Intended use This Standard applies to the minimum reporting requirements for the planning, execution, analysis, interpretation, and reporting of eDNA projects. This Standard can be used in conjunction with other Standards, e.g., ISO/IEC 17025, to enable laboratories to demonstrate that they operate competently and generate valid results to further promote confidence in eDNA surveys. This Standard does not prescribe nor endorse any particular eDNA approach or methodology. This Standard is not intended to constrain future developments in eDNA approaches, methodologies, or applications. Many elements of this Standard are relevant to multiple steps in the eDNA workflow. To reduce repetition, the requirements have been strategically placed within the document. Users should read this Standard in its entirety. Where quantitative measurements are required, users should report these measurements using relevant standard measures and units.
1.5 Terminology In this Standard, "shall" is used to express a requirement, i.e., a provision that the user is obliged to satisfy in order to comply with the Standard; "should" is used to express a recommendation or that which is advised but not required; and "may" is used to express an option or that which is permissible within the limits of the Standard. Notes accompanying clauses do not include requirements or alternative requirements; the purpose of a note accompanying a clause is to separate from the text explanatory or informative material. Notes to tables and figures are considered part of the table or figure and may be written as requirements.
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CSA W214:21
November 2021
Title: Environmental DNA (eDNA) reporting requirements and terminology
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CSA W214:21
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Technical Committee on eDNA Terminology and Reporting Requirements 3
Preface 5
0 Introduction 6
Overview 6
Considerations 6
1 | Scope 7 | |
1.1 | General 7 | |
1.2 | Users 7 | |
1.3 | Application | 8 |
1.4 | Intended use | 8 |
1.5 | Terminology | 8 |
Reference publications 8
Definitions, abbreviations, and symbols 9
Definitions 9
Abbreviations 14
Symbols 14
Survey design 14
General 14
Global considerations 14
General 14
Contextual information 14
Study design 15
Specific considerations 17
General 17
Aquatic environments 17
Sediment cores (underlying aquatic samples) 18
Terrestrial environments 18
Atmospheric samples 18
Biotic samples 18
Sample collection, labelling, handling, and preservation 18
General 18
5.2 | Global considerations | 19 |
5.2.1 | General 19 | |
5.2.2 | Reporting 19 | |
5.3 | Specific considerations | 20 |
5.3.1 | General 20 | |
5.3.2 | Aquatic environments | 20 |
Sediments underlying aquatic environments 20
Terrestrial environments 20
Atmospheric environments 21
Biotic media 21
Nucleic acid extraction 21
General 21
Global considerations 21
Nucleic acid analysis 22
General 22
Global considerations 22
Specific considerations 23
Targeted assays 23
High-throughput sequencing 23
Overall survey analysis and interpretation 24
General 24
Global considerations 24
N. Gagné Fisheries and Oceans Canada, Moncton, New Brunswick, Canada Category: Regulatory Authority
Chair
L. Bernatchez Université Laval,
Québec, Québec, Canada
Category: General Interest
D. Bright Hemmera,
Victoria, British Columbia, Canada
Category: General Interest
G. Côté Québec Ministry of Forests, Wildlife and Parks, Québec, Québec, Canada
Category: Regulatory Authority
M. Coulson Fisheries and Oceans Canada, Ottawa, Ontario, Canada Category: Regulatory Authority
K. Gurney Environment and Climate Change Canada, Saskatoon, Saskatchewan, Canada Category: General Interest
R. Hanner University of Guelph, Guelph, Ontario, Canada Category: General Interest
C. Helbing University of Victoria,
Victoria, British Columbia, Canada
Category: General Interest
J. Hobbs J Hobbs Ecological Consulting Ltd., Pender, British Columbia, Canada Category: General Interest
M. Hocking Ecofish Research,
Victoria, British Columbia, Canada
Category: General Interest
I. Khan Agriculture and Agri-Food Canada, Ottawa, Ontario, Canada Category: Regulatory Authority
C. Naumann Dillon Consulting Limited,
Richmond, British Columbia, Canada
Category: General Interest
G. Parent Fisheries and Oceans Canada, Mont-Joli, Québec, Canada Category: Regulatory Authority
C. Richter USGS, Columbia Environmental Research Center, Columbia, Missouri, USA
Category: General Interest
C. Silverio British Columbia Ministry of Environment and Climate Change Strategy,
Victoria, British Columbia, Canada
Category: Regulatory Authority
M. Skinner Stantec Consulting Ltd., Dartmouth, Nova Scotia, Canada Category: General Interest
A. Weir Bureau Veritas,
Burnaby, British Columbia, Canada
Category: General Interest
T. Wilcox National Genomics Center for Wildlife and Fish Conservation,
Missoula, Montana, USA
Category: General Interest
C. Wilson Ontario Ministry of Natural Resources and Forestry, Peterborough, Ontario, Canada
Category: General Interest
K. Clogg-Wright CSA Group,
Calgary, Alberta, Canada
Project Manager
This is the first edition of CSA W214, Environmental DNA (eDNA) reporting requirements and terminology.
Users of this Standard are reminded that additional eDNA study design, methodology, and reporting requirements may be specified by federal, provincial/territorial, municipal, or other authorities, or by a project owner, depending on the larger study objectives. This Standard should not be considered as a replacement for the requirements contained in any
applicable federal, territorial, or provincial statute;
regulation, licence, or permit issued pursuant to an applicable statute; or
contract that an owner has with a contractor.
CSA Group acknowledges that the development of this Standard was made possible, in part, by the financial support of the Standards Council of Canada (SCC).
This Standard was prepared by the Technical Committee on eDNA Terminology and Reporting Requirements, under the jurisdiction of the Strategic Steering Committee on Natural Resources, and has been formally approved by the Technical Committee.
This Standard has been developed in compliance with Standards Council of Canada requirements for National Standards of Canada. It has been published as a National Standard of Canada by CSA Group. Notes:
Use of the singular does not exclude the plural (and vice versa) when the sense allows.
Although the intended primary application of this Standard is stated in its Scope, it is important to note that it remains the responsibility of the users of the Standard to judge its suitability for their particular purpose.
This Standard was developed by consensus, which is defined by CSA Policy governing standardization — Code of good practice for standardization as “substantial agreement. Consensus implies much more than a simple majority, but not necessarily unanimity”. It is consistent with this definition that a member may be included in the Technical Committee list and yet not be in full agreement with all clauses of this Standard.
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CSA W214:21
0 Introduction
Overview
Environmental DNA (eDNA) methods are used routinely around the world and have revolutionized the assessment and survey of environmental resources. eDNA methods reveal important information regarding target taxa with high efficiency and sensitivity while reducing disturbance to species and their ecosystems compared to conventional methods. The results are typically used to inform conservation and management decisions and activities undertaken by regulatory agencies, consultants, environmental management professionals, natural resource developers and operators, First Nations, Inuit, and the Métis.
This Standard defines minimum requirements for the reporting of methods, data, and results, including possible sources of error associated with biological surveys, assays, and monitoring that incorporate eDNA methods. Compliance with this Standard will ensure that sufficient information about eDNA studies is conveyed to support data transparency, reproducibility, and review. This Standard will also improve confidence in eDNA results and their interpretations, and enhance the comparability between multiple studies and between eDNA practitioners. Minimum reporting requirements will support eDNA data collation, data mining, and meta-analytical approaches for addressing larger-scale environmental questions.
This Standard also provides definitions of specific terms used in the planning and reporting of eDNA studies. The consistent and unambiguous use of clearly defined terms will support a mutual understanding of eDNA approaches and methodologies.
Despite a diversity of approaches, eDNA methods are applied in the context of several common steps within a linear workflow. The workflow typically includes
survey design;
sample collection, labelling, handling, and preservation;
nucleic acid extraction;
analysis; and
overall survey analysis and interpretation.
While the selection of the methods used within each workflow element is based on overall survey project goals and objectives, clear documentation of the potential sources of error or bias within each element will increase confidence in the reliability of the approach and the conclusions.
Considerations
This Standard is organized according to the eDNA-based workflow progression specified in Clause 0.1.
Within each workflow element, considerations are divided into
global considerations; and
specific considerations, where appropriate.