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Corresponding author: Davide Giuliano ( giuliano@alpicozie.eu ) Academic editor: Lara-Sophie Dey
© 2025 Davide Giuliano, Barbara Rizzioli.
This is an open access article distributed under the terms of the Creative Commons Attribution License (CC BY 4.0), which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.
Citation:
Giuliano D, Rizzioli B (2025) Mini-round box as standardized sampling method for orthopterans in alpine and subalpine grasslands: a field study to highlight strengths and weaknesses. Contributions to Entomology 75(1): 213-222. https://doi.org/10.3897/contrib.entomol.75.e141083
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Orthopterans are known as suitable ecological indicators in grassland habitats, with their community composition providing useful information about the environmental consequences of management actions, ecological processes, or climate change. However, community studies often require the collection of both species richness and abundance data, which are difficult to obtain for these insects without a proper sampling strategy in certain environmental and population density conditions. In general, box quadrats with high sides (≥ 1 m2) represent a valuable method to assess orthopteran assemblages in open habitats, although their big size might be inappropriate for challenging environments, such as high-elevation alpine grasslands. For this reason, in this paper the effectiveness of a smaller (0.16 m2) and handy (circular-shaped) version of the box quadrat sampling device (hereafter called “mini-round box”) is tested in the field. Then, through a Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis, the positive and negative features of this sampling method are highlighted, focusing in particular on the alpine and subalpine grassland context. Overall, the mini-round box strategy showed a good potential as a handy, easy, cheap, and standardized sampling method, but serious shortcomings in species detection have been observed (i.e. 47% of species undetected in average). A number of valuable strengths and interesting opportunities are counteracted by serious weaknesses and significant threats, which need to be carefully evaluated when planning a sampling design involving orthopterans as indicators. Some solutions to improve the mini-round box accuracy are suggested, perhaps encouraging the performance of biodiversity monitoring and ecological studies on orthopterans in even challenging grassland ecosystems.
Alpine habitats, community composition, orthoptera, qualitative survey, sampling accuracy, SWOT analysis
Biodiversity monitoring is an effective tool to assess ecosystem health, to address conservation priorities, and to evaluate the success/failure of environmental policies and management (
Orthopterans are known as suitable ecological indicators in grassland habitats (e.g.
In their review,
Since in alpine and subalpine grasslands the height of herbaceous plants rarely exceeds 50 cm, these habitats provide favourable conditions for quantitative studies on orthopterans. However, significant changes in population density may occur even within a single study area, depending on habitat, elevation, aspect, microclimatic conditions or other local factors. For instance, abundant orthopteran populations may occur in most South-exposed grasslands at low elevation, while a limited number of individuals is often found at high elevations (especially on North-facing slopes). For this reason, the “capture” sampling methods have been largely preferred in previous research in the alpine context, in order to successfully manage density constraints. In particular, sweep netting (
While sweep netting may be affected by some shortcomings in terms of standardization (
Nevertheless, several logistic and environmental constraints have to be taken into account when considering orthopteran research in challenging environments, such as high-elevation alpine grasslands. For instance, sampling points may require a long approach by foot (i.e. involving equipment transport issues); while operator’s skill and mobility may be limited on steep slopes, especially if a big and heavy device has to be handled for samplings. Therefore, the use of an unhandy 1 m2- (or even bigger) sampling box might be inappropriate to study orthopteran species richness and relative abundance in such particular circumstances. The use of a small (i.e. < 1 m2) and more manageable sampling box has been already experimented by some authors investigating orthopteran communities in alpine and subalpine grasslands (0.33 m2,
Focusing on this latter version, mini-round boxes appear as a potential trade-off between the application of a valuable survey method (i.e. box-based samplings) and the convenient use of a handy sampling device. However, a specific pros and cons analysis concerning the implementation of this method in the alpine context is still lacking, preventing ecologists to make an informed choice when planning orthopteran samplings in alpine and subalpine grasslands.
For this reason, in this paper a Strengths-Weaknesses-Opportunities-Threats (SWOT) analysis on the mini-round box method is compiled, benefiting from field data collected in alpine and subalpine grasslands and considering the available literature. The general purpose of this research is to provide grassland ecologists with the necessary information to possibly answer this question: is the mini-round box sampling strategy suitable for my research purposes?
In order to gather information for the SWOT analysis, two secondary aims were pursued in this study. First, the mini-round box accuracy was assessed in the field from a qualitative point of view, comparing the orthopteran species list resulting from mini-round box surveys in each site with a reference checklist obtained in simultaneous visual and acoustic transects. In this case, a species richness underestimation in mini-round box samples was highly expected, since the sampling unit tested here (0.16 m2) was significantly smaller than those recommended in literature for box-based samplings (i.e. ≥ 1 m2;
In this paper, the mini-round box sampling strategy is evaluated using a Strengths-Weaknesses-Opportunities-Threats (SWOT) approach. SWOT is a tool deriving from business literature, usually applied by organizations and companies for strategic planning and management (
The SWOT analysis is typically performed considering two dimensions: internal and external. The former includes organizational factors, usually controlled by the company/operator (i.e. strengths and weaknesses), while the latter encompasses often out-of-control environmental components (i.e. opportunities and threats) (
Although more analytical versions exist (
In order to inform the SWOT evaluation process, a field study based on mini-round box orthopteran samplings has been carried out in two sites of the Western Italian Alps (Cottian Alps, Piedmont): the Troncea Valley (Pragelato, TO; 44.9578°N, 6.9540°E) and Rocca Bianca (Oncino, CN; 44.6649°N, 7.1610°E). Both sites are included within a protected area (the Val Troncea Natural Park and the Monviso Natural Park respectively). Surveys were performed along 12 transects (200 m in length), eight in the Troncea Valley and four at Rocca Bianca, placed in subalpine and alpine grasslands between 1590 and 2590 m a.s.l. Except for 4 ungrazed transects in the Troncea Valley, all sampling stations were managed by cattle grazing during the study period, producing changes in grass height throughout the summer. Data were collected fortnightly in each transect (in order to allow an adequate number of repetitions in the sampling season), between mid-July and the end of September 2021 (5 sessions×12 transects), in sunny and calm-wind days between 9:00 A.M. and 6:00 P.M. At Rocca Bianca, each sampling session was usually completed in a single day, while in the Troncea Valley two subsequent days were required to investigate all transects.
In each transect, the orthopteran community has been investigated by applying simultaneously two sampling methods: the mini-round box strategy and a qualitative survey, combining visual and acoustic census (
In each sampling unit, all the orthopterans were searched, identified following
The box size used in this research (0.16 m2) is similar to the smallest one previously used for orthopteran studies in the alpine context (0.18 m2;
While performing mini-round box surveys, all the orthopteran species seen and heard in a 10 m-buffer from the operator were recorded, using the recordings provided by
This sampling design resulted in two presence/absence matrices: one containing the mini-round box data only, and another one merging mini-round box data with those obtained in the qualitative survey (hereafter “combined survey”). From these matrices, species richness values were extracted for each monitoring method, in each data collection event for each sampling station. In this framework, the orthopteran community resulting from the combined survey was considered as a proxy of the whole assemblage occurring in each sampling station in each data collection event. Therefore, the combined survey results were used as reference to assess mini-round box sampling accuracy, assuming that the combination of different sampling methods would increase the probability of detecting all the species occurring in a given area, following the results obtained by
The mini-round box accuracy was assessed at two different levels: species richness and community composition. At first, possible differences in term of species richness between mini-round box and combined surveys were explored by means of the Wilcoxon Signed-Rank Test (
In order to evaluate the effect of species’ mobility on mini-round box accuracy, each species was classified into one of three broad mobility classes, following
Species list. List of the orthopteran species observed in the study area, indicating their presence/absence in each transect (N = 12) and sampling site (i.e. Troncea Valley and Rocca Bianca), merging the results of 5 sampling sessions. (X) indicates the taxa successfully observed with the mini-round box method, while (O) highlights the species detected only considering the visual and acoustic survey. In the column “M” the mobility index values for each species are reported (1 = low, 2 = moderate, 3 = high), in accordance with
Species | M | Troncea Valley | Rocca Bianca | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | ||
Polysarcus denticauda (Charpentier 1825) | 2 | O | O | ||||||||||
Tettigonia cantans (Fuessly 1775) | 2 | O | O | ||||||||||
Decticus verrucivorus (Linnaeus 1758) | 1 | X | O | X | O | ||||||||
Platycleis grisea (Fabricius 1781) | 2 | X | |||||||||||
Metrioptera saussuriana (Frey-Gessner 1872) | 2 | X | X | O | X | ||||||||
Bicolorana bicolor (Philippi 1830) | 3 | O | X | O | X | ||||||||
Pholidoptera aptera (Fabricius 1793) | 1 | X | O | ||||||||||
Anonconotus baracunensis Nadig 1987 | 1 | X | X | O | X | ||||||||
Anonconotus occidentalis Carron and Wermeille 2002 | 1 | X | X | X | X | X | X | X | |||||
Nemobius sylvestris (Bosc 1792) | 1 | O | O | ||||||||||
Tetrix depressa Brisout de Barneville 1848 | 2 | X | X | ||||||||||
Epipodisma pedemontana (Brunner von Wattenwyl 1882) | 1 | X | X | X | X | X | X | X | |||||
Psophus stridulus (Linnaeus 1758) | 1 | O | X | O | O | ||||||||
Oedipoda caerulescens (Linnaeus 1758) | 3 | O | |||||||||||
Oedipoda germanica (Latreille 1804) | 1 | O | O | X | |||||||||
Arcyptera (Arcyptera) fusca (Pallas 1773) | 1 | O | O | X | X | X | O | X | |||||
Euthystira brachyptera (Ocskay 1826) | 2 | X | X | X | X | O | |||||||
Omocestus (Omocestus) viridulus (Linnaeus 1758) | 2 | O | O | X | X | ||||||||
Omocestus (Omocestus) haemorrhoidalis (Charpentier 1825) | 1 | X | O | X | X | X | O | ||||||
Stenobothrus cotticus Kruseman and Jeekel 1967 | 1 | X | |||||||||||
Stenobothrus lineatus (Panzer 1796) | 2 | X | X | O | O | ||||||||
Stenobothrus nigromaculatus (Herrich-Schäffer 1840) | 1 | X | X | X | X | X | X | X | X | ||||
Gomphocerus sibiricus (Linnaeus 1767) | 2 | X | X | X | X | O | X | X | O | O | |||
Myrmeleotettix maculatus (Thunberg 1815) | 2 | O | O | O | O | O | |||||||
Stauroderus scalaris (Fischer von Waldheim 1846) | 3 | X | X | X | X | X | X | O | X | O | |||
Pseudochorthippus parallelus (Zetterstedt 1821) | 3 | X | X | X | X | ||||||||
Chorthippus (Chorthippus) dorsatus (Zetterstedt 1821) | 3 | X | X | X | O | X | |||||||
Chorthippus (Glyptobothrus) apricarius (Linnaeus 1758) | 2 | X | X | X | X | X | X | ||||||
Chorthippus (Glyptobothrus) mollis (Charpentier 1825) | 3 | X | O | X | O | X | X |
The mini-round box representativeness of the orthopteran community was evaluated from a qualitative point of view, calculating in each transect per sampling session the proportion (%) of species detected, using the combined surveys data as reference (i.e. 100%). Then, the effect of the mean grass height along transects on mini-round box accuracy was tested with a Generalized Linear Mixed-Effects Model (GLMM). The model was run accounting for a Beta distribution, typically used when dealing with percentage data as dependent variable (
All statistical analyses were performed with the software R (version 4.3.2;
Overall, the data collection performed to inform the SWOT evaluation process allowed the detection of 29 orthopteran species (20 in the Troncea Valley, 16 at Rocca Bianca). All of them were recorded in the visual and acoustic surveys, while a subset of 24 taxa was successfully sampled by means of the mini-round box method (Table
The observed differences between mini-round boxes and combined survey in terms of number of species recorded proved to be statistically significant (Wilcoxon Signed-Rank Test: V = 1711; p < 0.001; Fig.
Graphic results. Plots representing: A. The different values of species richness observed with the mini-round box method and the combined survey (mini-round box + visual and acoustic survey); B. The differences in community composition resulting from the two sampling methods (PCoA; orange: mini-round box; light blue: combined survey); C. The mean mobility index of the orthopteran communities sampled with the two survey methods; D. The observed trend of mini-round box accuracy (%) in relation to the mean grass height along transects; E. The observed differences in terms of mini-round box accuracy (%) between the two study sites investigated in this research.
Lastly, 12 (41.4%) of the orthopteran species detected in the study area are characterised by a low mobility, while 11 (37.9%) are moderate dispersers and 6 (20.7%) highly mobile species (Table
Merging these outcomes with literature data and other practical issues, a SWOT matrix was compiled, including 9 factors as mini-round box strengths, 4 as weaknesses, 7 as opportunities, and 6 as threats (Table
SWOT analysis results. List of helpful and harmful factors regarding the implementation of a mini-round box sampling strategy to monitor orthopteran assemblages in alpine and subalpine grasslands. Following a SWOT framework, strengths and weaknesses are considered as mini-round boxes’ internal factors (i.e. intrinsic technical features of the sampling method, positive and negative), while opportunities and threats are external factors (i.e. positive or negative environmental, strategic, and ecological features). The asterisk highlights the points requiring further research.
Helpful factors | Harmful factors | |
---|---|---|
Internal factors | Strengths | Weaknesses |
– Handy (small and light) sampling device | – Small sampling unit (0.16 m2) | |
– Inexpensive (< 50 €) | – High number of repetitions per site required | |
– Easy and quick use | – Complementary monitoring required | |
– One operator needed | – Few methodological literature available | |
– Capture method | ||
– Standardized sampling unit | ||
– Species richness and abundance data | ||
– Sex ratio data | ||
– Life-history data (adult/immature stages) | ||
External factors | Opportunities | Threats |
– Suitability for challenging and/or less accessible environments | – Underestimates in species richness | |
– Suitability for inexperienced operators | – Underestimates in population density | |
– Suitability for high orthopteran densities | – Biased community composition data | |
– Suitability for random sampling | – Lack of comparability among grassland sites | |
– Suitability for community ecology | – Lack of comparability with standard box-based samplings (≥ 1 m2) | |
– Independence from grass height* | – Uncertain relationship between population density and species’ mobility* | |
– Independence from species’ mobility* |
The implementation of a mini-round box survey strategy in alpine and subalpine grasslands proved to involve a number of positive (i.e. strengths and opportunities) and negative (i.e. weaknesses and threats) factors, as summarized in Table
Starting from strengths and opportunities, the mini-round box is a low-cost, handy and highly manageable device, ensuring a number of logistic advantages. First of all, the purchase or building of a mini-round box is quite inexpensive (< 50 € in this study). Then, its small dimensions (diameter 45 cm; 0.16 m2) and light weight (≈ 1 Kg) facilitate the box use on steep and uneven slopes, also simplifying its transport towards less accessible sampling areas, as for instance the high-elevation alpine grasslands reachable only by foot. The use of a folding box (as performed in this study) would further increase its portability, even improving the sampling set up quickness (few seconds). All these advantages are clearer if the mini-round box features are compared with those of the bigger box quadrat proposed by
Another important positive feature of the mini-round box sampling strategy is its ease of use. To throw into the grass the sampling unit and the following search of orthopteran specimens in it are simple and quick procedures, easily performed by a single and even inexperienced operator. For instance, in this research a single trained worker was able to complete 60 mini-round box samples in about 30–45 minutes per transect, depending on orthopteran catch frequency. This is often important when a single operator has to visit several low accessible sampling sites within the same day in the alpine context. Unavoidably, the use of larger boxes would entail more setup (i.e. assembly/disassembly) and search time, the latter in order to ensure a complete survey of the whole sampling unit. In addition, more than one operator might be necessary, e.g. to check for escaped individuals as reported by
As for other box-based sampling techniques, a major strength of mini-round boxes is their value as a standardized “capture” method (
A valuable feature of mini-round boxes is then their independence from grass height, as observed in this study. Indeed, the sampling accuracy with this method showed negligible changes in relation to the mean grass height along transects (at least in the 3.67–30.00 cm-range available in the study area), corroborating the overall suitability of this technique to investigate the orthopteran community across various alpine and subalpine grassland environments. For instance, a rather constant sampling accuracy can be assumed between grazed and non-grazed pastures, where grass height is one of the main ecological drivers affecting orthopteran assemblages (
According to the results obtained in this study, an additional opportunity given by the mini-round box method is its independence from orthopteran species’ mobility, at least at community level and from a qualitative point of view. In particular, although a bias towards less mobile species was expected in mini-round box samples (i.e. high escape capacity by highly mobile species before the box’s drop), no significant differences in terms of mean species mobility index have been found in the comparison with the combined survey outcomes. This may be an advantage if different grassland orthopteran communities have to be qualitatively compared, without any confounding detection effect due to species’ dispersal (and escape) capacity. Such positive feature of box-based samplings was already described by
Anyway, the alpine and subalpine orthopteran assemblages investigated here are predominantly composed by species with a low to moderate mobility (79.3% of the whole community), less likely to successfully escape to mini-round box samplings. Thus, the effect of species’ dispersal capacity on mini-round box sampling accuracy might change in communities where highly mobile species are predominant, perhaps increasing the proportion of undetected taxa. For instance,
Unfortunately, the mini-round box sampling strategy involves also a number of harmful factors. Despite its manageability, the small sampling unit area (0.16 m2) certainly represents a major weakness of this method, producing detrimental effects on the qualitative (and likely quantitative) accuracy of samplings. Indeed, in this study an average of only the 53% of the orthopteran species detected with the combined survey were successfully sampled with mini-round boxes in alpine and subalpine grasslands. This is in accordance with
A further issue when dealing with mini-round box data concerns the lack of comparability among different grassland sites. According to the Beta-GLMM results, the mini-round box sampling accuracy proved to significantly change between the two sites investigated in this research (i.e. Troncea Valley and Rocca Bianca), thus making unreliable any ecological comparison among them. Indeed, any site-related response of orthopteran assemblages might be hindered by the differential sampling efficiency, likely leading to misleading conclusions from an ecological point of view (
Regrettably, the possible solutions to compensate the mini-round box lack of representativeness cannot be considered as advantageous. The most obvious strategy to improve the mini-round box survey accuracy is to increase the sampling unit area, but losing many of the positive logistic features of this method. For instance, a 1 m2-round box consists of a cylinder of 112 cm in diameter, rather big to be transported and rapidly thrown into the grass in often steep and uneven alpine and subalpine grasslands. Therefore, a smaller trade-off size to accommodate both sampling accuracy and convenience in such challenging environments is needed, requiring further specific tests in the field to be properly identified and evaluated.
To enhance the sampling effort is another possible solution to improve mini-round boxes accuracy, although it implies additional work and time spent for researchers. A first strategy is to increase the number of sample unit repetitions per site, following the species-sampling effort relationship theory (
A second choice is to increase the sampling effort by performing a complementary monitoring, to be implemented in parallel with mini-round box samplings, but applying a different survey technique. For instance, timed counts have been used by Marini at al. (2008) and
Lastly, an important weakness of the mini-round box method is the lack of scientific literature. In particular, specific methodological papers are unavailable, forcing to a general reference to the box quadrats’ literature for technical details (e.g.
In conclusion, a thoughtful evaluation of mini-round boxes’ suitability as a sampling method to monitor orthopteran assemblages in alpine and subalpine grasslands is not an easy task. Overall, mini-round boxes show a good potential as a handy, easy, cheap, and standardized sampling method, but serious shortcomings in terms of species detection have to be accounted by ecologists when analysing the resulting data. A number of valuable strengths and interesting opportunities are counteracted by serious weaknesses and significant threats, which need to be carefully evaluated when planning a sampling design. Thanks to the SWOT approach applied in this paper, a clear list and categorization of positive and negative factors resulting from the implementation of this sampling method are provided, hopefully helping grassland ecologists in the selection of the best survey strategy to successfully answer their research questions. In addition, although requiring further experimentation, the proposed solutions to improve the mini-round box accuracy may enhance the value of this method for biodiversity monitoring and ecological studies in alpine grassland habitats, perhaps further encouraging the use of orthopterans as environmental indicators in even challenging ecosystems.
This research was carried out in the framework of the PITEM Biodiv’Alp programme, Project 2 N. 3896 COBIODIV (WP 3.3) and Project 3 N. 5217 GEBIODIV (WP 3.5), in collaboration with the Monviso Natural Park Management Authority.
Special thanks to Bruno Aimone Gigio for project management, and to Gabriele Lubrano for its help in field samplings. Elena Piano provided important suggestions concerning statistical analyses, while a significant improvement of the early version of the manuscript is due to the useful contribution of two valuable reviewers.