An integrated knowledge synthesis of regional ambient monitoring in Canada's oil sands.

The desire to document and understand the cumulative implications of oil sands (OS) development in the ambient environment of northeastern Alberta has motivated increased investment and release of information in the past decade. Here, we summarize the knowledge presented in the theme-based review papers in this special series, including air, surface water, terrestrial biology, and Indigenous community-based monitoring in order to (1) consolidate knowledge gained to date, (2) highlight key commonalities and gaps, and (3) leverage this knowledge to assess the state of integration in environmental monitoring efforts in the OS region and suggest next steps. Among air, water, and land studies, the individual reviews identified a clear focus on describing stressors, including primarily (1) contaminant emission, transport, transformation, deposition, and exposure, and (2) landscape disturbance. These emphases are generally partitioned by theme; air and water studies focus heavily on chemical stressors, whereas terrestrial monitoring focuses on biological change and landscape disturbance. Causal attribution is often stated as a high priority objective across all themes. However, studies often rely on spatial proximity to attribute cause to industrial activity, leaving causal attribution potentially confounded by spatial covariance of both OS- and non-OS-related stressors in the region, and by the complexity of interacting pathways between sources of environmental change and ecological receptors. Geospatial and modeling approaches are common across themes and may represent clear integration opportunities, particularly to help inform investigation-of-cause, but are not a replacement for robust field monitoring designs. Cumulative effects assessment remains a common focus of regional monitoring, but is limited in the peer-reviewed literature, potentially reflecting a lack of integration among monitoring efforts beyond narrow integrated interpretations of results. Addressing this requires greater emphasis on a priori integrated data collection and integrated analyses focused on the main residual exposure pathways, such as atmospheric deposition. Integr Environ Assess Manag 2022;18:428-441. © 2021 The Authors. Integrated Environmental Assessment and Management published by Wiley Periodicals LLC on behalf of Society of Environmental Toxicology & Chemistry (SETAC).

A critical review of the ecological status of lakes and rivers from Canada's oil sands region.

We synthesize the information available from the peer-reviewed literature on the ecological status of lakes and rivers in the oil sands region (OSR) of Canada. The majority of the research from the OSR has been performed in or near the minable region and examines the concentrations, flux, or enrichment of contaminants of concern (CoCs). Proximity to oil sands facilities and the beginning of commercial activities tend to be associated with greater estimates of CoCs across studies. Research suggests the higher measurements of CoCs are typically associated with wind-blown dust, but other sources also contribute. Exploratory analyses further suggest relationships with facility production and fuel use data. Exceedances of environmental quality guidelines for CoCs are also reported in lake sediments, but there are no indications of toxicity including those within the areas of the greatest atmospheric deposition. Instead, primary production has increased in most lakes over time. Spatial differences are observed in streams, but causal relationships with industrial activity are often confounded by substantial natural influences. Despite this, there may be signals associated with site preparation for new mines, potential persistent differences, and a potential effect of petroleum coke used as fuel on some indices of health in fish captured in the Steepbank River. There is also evidence of improvements in the ecological condition of some rivers. Despite the volume of material available, much of the work remains temporally, spatially, or technically isolated. Overcoming the isolation of studies would enhance the utility of information available for the region, but additional recommendations for improving monitoring can be made, such as a shift to site-specific analyses in streams and further use of industry-reported data. Integr Environ Assess Manag 2022;18:361-387. © 2021 The Authors. Integrated Environmental Assessment and Management published by Wiley Periodicals LLC on behalf of Society of Environmental Toxicology & Chemistry (SETAC).

Improving monitoring of fish health in the oil sands region using regularization techniques and water quality variables.

Trout-perch are sampled from the Athabasca River in Alberta, Canada, as a sentinel species for environmental health. The performance of trout-perch populations is known to be influenced by the quality of the water in which they reside. Using climate, environmental, and water quality variables measured in the Athabasca River near trout-perch sampling locations is found to improve model fitting and the predictability of models for the adjusted body weight, adjusted gonad weight, and adjusted liver weight of trout-perch. Given a large number of covariables, three variable selection techniques: stepwise regression, the lasso, and the elastic net (EN) are considered for selecting a subset of relevant variables. The models selected by the lasso and EN are found to outperform the models selected by stepwise regression in general, and little difference is observed between the models selected by the lasso and EN. Uranium, tungsten, tellurium, pH, molybdenum, and antimony are selected for at least one fish response.

Regional and Long-Term Analyses of Stable Isotopes of Fish and Invertebrates Show Evidence of the Closure of a Pulp Mill and the Influence of Additional Stressors.

A bleached kraft pulp mill discharging effluent to the Mattagami River in northern Ontario, Canada, closed after almost 90 yr of operation. During its operation, effluent from the mill influenced biota in the downstream areas. To assess shifts in the reliance of biota from mill-derived nutrients, the isotopic composition (δ13 C and δ15 N) of white sucker (Catostomus commersoni) muscle and whole mayflies (Hexagenia sp.) were compared before (1990s) and after the pulp mill's closure (2012-2014). To better understand other potential sources of spatial and temporal change, samples from 3 other tributaries in the basin with dams, ongoing pulp mill operations, sites receiving sewage, and at several reference sites were collected and compared. Irrespective of time period, biota collected at sites downstream of both dams and active pulp mills tended to have elevated δ13 C values, but variable changes in δ15 N (negligible in most cases) when compared with upstream samples. The isotopic composition of mayflies varied at reference sites over time, with decreasing values of δ13 C and δ15 N (mayflies only) with increasing depth, and there was evidence of lower δ13 C in fish after the pulp mill closure. Overall, these results suggest the importance of long-term, regional-scale measurements for documenting the effects of stressors on nutrient use by aquatic species. Environ Toxicol Chem 2020;39:1207-1218. © 2020 SETAC.

Current knowledge of seepage from oil sands tailings ponds and its environmental influence in northeastern Alberta.

Seepage of oil sand process-affected waters (OSPW) from tailings ponds into surface waters is a common concern in the minable oil sands region of northeast Alberta. Research on seepage has been extensive, but few comprehensive treatments evaluating all aspects relevant to the phenomenon are available. In this work, the current information relevant for understanding the state of seepage from tailings ponds was reviewed. The information suggests the infiltration of OSPW into groundwater occurs near some ponds. OSPW may also be present in sediments beneath the Athabasca River adjacent to one pond, but there are no clear observations of OSPW in the river water. Similarly, most water samples from tributaries also show no evidence of OSPW, but these observations are limited by the lack of systematic, systemic, and repeated surveys, missing baseline data, standard analytical approaches, and reference materials. Waters naturally influenced by bitumen, discharge of saline groundwaters, and dilution also potentially affect the consolidation of information and certainty of any conclusions. Despite these challenges, some data suggest OSPW may be present in two tributaries of the Athabasca River adjacent to tailings ponds: McLean Creek and Lower Beaver River. Irrespective of the possible source(s), constituents of OSPW often affect organisms exposed in laboratories, but research in all but one study suggests the concentrations of organics in the surface water bodies assessed are below the standard toxicological effect thresholds for these compounds. In contrast, many samples of groundwater, irrespective of source, likely affect biota. Biomonitoring of surface waters suggests generic responses to stressors, but the influence of natural phenomena and occasionally nutrient enrichment are often suggested by data. In summary, valuable research has been done on seepage. The data suggest infiltration into groundwater is common, seepage into surface waters is not, and anthropogenic biological impacts are not likely.

Overview of Existing Science to Inform Oil Sands Process Water Release: A Technical Workshop Summary.

The extraction of oil sands from mining operations in the Athabasca Oil Sands Region uses an alkaline hot water extraction process. The oil sands process water (OSPW) is recycled to facilitate material transport (e.g., ore and tailings), process cooling, and is also reused in the extraction process. The industry has expanded since commercial mining began in 1967 and companies have been accumulating increasing inventories of OSPW. Short- and long-term sustainable water management practices require the ability to return treated water to the environment. The safe release of OSPW needs to be based on sound science and engineering practices to ensure downstream protection of ecological and human health. A significant body of research has contributed to the understanding of the chemistry and toxicity of OSPW. A multistakeholder science workshop was held in September 2017 to summarize the state of science on the toxicity and chemistry of OSPW. The goal of the workshop was to review completed research in the areas of toxicology, chemical analysis, and monitoring to support the release of treated oil sands water. A key outcome from the workshop was identifying research needs to inform future water management practices required to support OSPW return. Another key outcome of the workshop was the recognition that methods are sufficiently developed to characterize chemical and toxicological characteristics of OSPW to address and close knowledge gaps. Industry, government, and local indigenous stakeholders have proceeded to utilize these insights in reviewing policy and regulations. Integr Environ Assess Manag 2019;15:519-527. © 2019 SETAC.

Developing and applying control charts to detect changes in water chemistry parameters measured in the Athabasca River near the oil sands: A tool for surveillance monitoring.

Control charting is a simple technique to identify change and is well suited for use in water quality programs. Control charts accounting for covariation associated with discharge and in some cases time were used to explore example and representative variables routinely measured in the Athabasca River near the oil sands area for indications of change. The explored variables include 5 major ions (chloride, sodium, sulfate, calcium, magnesium), 5 total metals (aluminum, iron, thallium, molybdenum, vanadium), and total suspended solids at two sites straddling the developments north of Fort McMurray. Regression equations developed from reference data (1988-2009) were used to predict observations and calculate residuals from later test data (2010-2016). Evidence of change was sought in the deviation of residual errors from the test period compared with the patterns expected and defined from probability distributions of the reference residuals using the odds ratio. In most cases, the patterns in test residuals were not statistically different from those expected from the reference period at either site, especially when data were examined annually. However, differences were found at both locations, more were found at the downstream site, and more differences emerged as data accumulated and were analyzed over time. In sum, the analyses at the downstream site suggest higher concentrations than predicted in most major ions, but the source of the changes is uncertain. In contrast, the concentrations of most metals at during the test period were lower than expected, which may be related to deposition patterns of materials or weathering of minerals during construction activities of the 2000s which influence the reference data used. The analyses also suggest alternative approaches may be necessary to understand change in some variables. Despite this, the results support the use of control charts to detect changes in water chemistry parameters and the value of the tool in surveillance phases of long-term and adaptive monitoring programs. Environ Toxicol Chem 2018;37:2296-2311. © 2018 SETAC.

An Adaptive Environmental Effects Monitoring Framework for Assessing the Influences of Liquid Effluents on Benthos, Water, and Sediments in Aquatic Receiving Environments.

Environmental effects monitoring (EEM) has been traditionally used to evaluate the effects of existing facilities discharging liquid effluents into natural receiving waters in Canada. EEM also has the potential to provide feedback to an ongoing project in an adaptive management context and can inform the design of future projects. EEM, consequently, can and should also be used to test the predictions of effects related to new projects. Despite EEM's potential for widespread applicability, challenges related to the effective implementation of EEM include the use of appropriate study designs and the adoption of tiers for increasing or decreasing monitoring intensity. Herein we describe a template for designing and implementing a 6-tiered EEM program that utilizes information from the project-planning and predevelopment baseline data collection stages to build on forecasts from the initial environmental impact assessment project-design stage and that feeds into an adaptive management process. Movement between the 6 EEM tiers is based on the exceedance of baseline monitoring triggers, forecast triggers, and management triggers at various stages in the EEM process. To distinguish these types of triggers, we review the historical development of numeric and narrative triggers as applied to chemical (water and sediment) and biological (plankton, benthos, fish) endpoints. We also provide an overview of historical study design issues and discuss how the 6 EEM tiers and associated triggers influence the temporal-spatial experimental design options and how the information gained through EEM could be used in an adaptive management context. Integr Environ Assess Manag 2018;14:552-566. © 2018 SETAC.

Using normal ranges for interpreting results of monitoring and tiering to guide future work: A case study of increasing polycyclic aromatic compounds in lake sediments from the Cold Lake oil sands (Alberta, Canada) described in Korosi et al. (2016).

Since the publishing of the Kelly et al. papers (2009, 2010) describing elevated contaminants in snow near the Alberta oil sands, there has been a significant expansion of monitoring efforts, enhanced by $50M a year contributed by industry to a regional Joint Oil Sands Monitoring (JOSM) program. In parallel to the intensification of research and monitoring efforts, including expansion of measured indicators, techniques for chemical analysis have also become more sensitive. Both factors contribute to the increased sensitivity and power, and improve our capacity to detect any change. The increase in capability requires a counterbalance to account for trivial change. This can be done using an interpretative approach that requires contextualization of differences to meaningfully inform environmental monitoring programs and provide focus for action. Experience obtained through 25 years of involvement with Canada's Environmental Effects Monitoring (EEM) program has shown that a tiered program informed by triggers can provide the context to make decisions about monitoring priorities. Here we provide a potential interpretation framework using a case study around the Korosi et al. (2016) study which found recent increases in alkylated polycyclic aromatic compounds (aPACs) in the Cold Lake in situ oil sands area. Public contaminant profiles from the JOSM studies in the oil sands region are used to evaluate the changes using an interpretation framework based on estimated normal ranges using existing data for site-specific, local and regional (distant) levels that was modelled after the tiered Canadian EEM design.

Using adaptive processes and adverse outcome pathways to develop meaningful, robust, and actionable environmental monitoring programs.

The primary goals of environmental monitoring are to indicate whether unexpected changes related to development are occurring in the physical, chemical, and biological attributes of ecosystems and to inform meaningful management intervention. Although achieving these objectives is conceptually simple, varying scientific and social challenges often result in their breakdown. Conceptualizing, designing, and operating programs that better delineate monitoring, management, and risk assessment processes supported by hypothesis-driven approaches, strong inference, and adverse outcome pathways can overcome many of the challenges. Generally, a robust monitoring program is characterized by hypothesis-driven questions associated with potential adverse outcomes and feedback loops informed by data. Specifically, key and basic features are predictions of future observations (triggers) and mechanisms to respond to success or failure of those predictions (tiers). The adaptive processes accelerate or decelerate the effort to highlight and overcome ignorance while preventing the potentially unnecessary escalation of unguided monitoring and management. The deployment of the mutually reinforcing components can allow for more meaningful and actionable monitoring programs that better associate activities with consequences. Integr Environ Assess Manag 2017;13:877-891. © 2017 The Authors. Integrated Environmental Assessment and Management Published by Wiley Periodicals, Inc. on behalf of Society of Environmental Toxicology & Chemistry (SETAC).

Development of an adaptive monitoring framework for long-term programs: An example using indicators of fish health.

Detecting unwanted changes associated with localized human activities in aquatic ecosystems requires defining the value of an indicator expected at a site in the absence of development. Ideally, adequate and comparable baseline data will be collected at an exposure location before that development, but this is rarely done. Instead, comparisons are made using various designs to overcome the inadequate or missing baseline data. Commonly these comparisons are done over short periods, using information from local reference sites to estimate variability expected at the exposed site. Results of these truncated designs are often evaluated using p values that may have little bearing on ecologically relevant changes. To remedy the reliance of studies on small datasets collected at reference sites, other designs emphasize regional analyses, but these may be insensitive to site-specific changes. Some designs also may forego discussing the consequences of detecting any differences. A new monitoring framework has been proposed to use existing solutions, simplify analysis, and focus on the detection of meaningful changes. It is illustrated here by using data on fish health from a large-scale, long-term program in the Moose River basin in northern Ontario. This framework advocates interpretation of data at multiple scales: within-site, locally, and regionally. The primary focus is on estimating a range from a probability distribution of historical data collected at a specific location where 95% of future observations are predicted to occur. Changes at the exposed site are also compared with historical and contemporary expectations from proximate and regional reference sites. Critical effect sizes also can be derived from regional reference data to evaluate the magnitude of differences observed between any 2 sites. Any unexpected changes inform future monitoring decisions provided by a priori guidance. Adoption of this framework extends the utility of monitoring programs in which commitments to long-term collections have been made, advocates harmonization of studies over time and space, and focuses attention on unusual observations.

Understanding the chronic impacts of oil refinery wastewater requires consideration of sediment contributions to toxicity.

Previous studies at an oil refinery in Saint John, New Brunswick, Canada, found a diminished fish community downstream of the effluent outfall that appeared to be associated with periodic low dissolved oxygen concentrations due to episodic discharges of contaminated transport vessel ballast water. This study was initiated after the ballast water was removed from the effluent to further investigate the potential causes of residual effects in the study stream, Little River. We used field caging of fish, laboratory bioassays, and chemical analysis of effluents and sediments from the field site to determine if the effluent or contaminated sediments were affecting the recovery of the fish community in Little River. The field studies suggested that exposed, caged fish were affected, displaying >40 % increases in liver sizes and increased liver detoxification enzyme activity (cytochrome P450 1A, CYP1A); however, similar responses were absent in laboratory exposures that used effluent only. Adding sediments collected from the vicinity of the refinery's outfall to the laboratory bioassays reproduced some of the field responses. Chemical analyses showed high concentrations of PAHs in sediments but low concentrations in the effluent, suggesting that the PAHs in the sediment were contributing more to the impacts than the effluent. Application of effects-based monitoring is suggested as beneficial to identify impacts to fisheries where refinery effluents of this type are involved.

USE OF PULSE-AMPLITUDE-MODULATED FLUORESCENCE TO ASSESS THE PHYSIOLOGICAL STATUS OF CLADOPHORA SP. ALONG A WATER QUALITY GRADIENT(1).

This study investigated the application of pulse-amplitude-modulated (PAM) fluorometry as a rapid assessment of benthic macroalgal physiological status. Maximum quantum efficiency (Fv /Fm ), dark-light induction curves, and rapid fluorescence light-response curves (RLC) were measured on the filamentous macroalgal Cladophora sp. from Lake Ontario on 5 d at 16 sites spanning a gradient of light and nutrient supply. For Cladophora sp. growing in situ, light limitation was assessed by comparing average daily irradiance with the light utilization efficiency parameter (α) derived from RLCs. In this study, there was a nonlinear relationship between Fv /Fm and the degree of P limitation in macroalgae. However, only light-saturated Cladophora sp. showed a significant positive linear relationship between Fv /Fm and P nutrient status. The absence of this relationship among light-limited algae indicates that their photosynthetic rate would be stimulated by increased water clarity, and not by increased P supply. PAM fluorescence measures were successfully able to identify light-saturated macroalgae and, among these, assess the degree to which they were nutrient limited. These results enable us to test hypotheses arising from numeric models predicting the impact of changes in light penetration and nutrient supply on benthic primary production.