Applying the umbrella index across aquatic insect taxon sets for freshwater assessment

Biological surrogates in conservation biology are valuable for rapid biodiversity and environmental surveys, and as an early warning of potential threats. However, these surrogates need to be simple and inexpensive to apply. The umbrella index was applied here to quantify the selection of surrogate species for biodiversity assessments, but requires interrogation for application in areas rich in threatened endemic species. Aquatic larvae of Ephemeroptera, Plecoptera and Trichoptera (EPT), as well as the adult Odonata, are all highly responsive to changes in freshwater condition. Using the umbrella index, we evaluated the performance of the surrogate species approach for aquatic insect conservation in a region (Greater Cape Floristic Region) with an exceptional level of rare and endemic species, across multiple rivers with different disturbance levels. Due to a lack of species level information, EPT taxa were calculated using morphospecies within families, and Odonata were identified to species level. The umbrella index identified eight EPT species and seven Odonata species as potential surrogates. Both these groups co-occurred with high percentages of their own overall groups (EPT surrogates for overall EPT, and Odonata surrogates for overall Odonata), as well as for the other group (EPT surrogates for overall Odonata, and Odonata surrogates for overall EPT). The index was surprisingly flexible, and performed well in an area with so many species of conservation concern, as well as across spatial scales greater than a single river, with varying degrees of disturbance. Both EPT and Odonata showed promise as potential biodiversity surrogates, and for future conservation planning. Ideally, conservationists should aim to use taxa that are easy to identify to species level, with known sensitivities to human disturbance. However, when this is not a possibility, the umbrella index is still applicable and accurate for morphospecies (family level sensitivities).