Improved monitoring and reporting efforts for restoration

Environmental restoration initiatives must demonstrate the impact of their efforts to donors and other stakeholders. However, many projects struggle with collecting and presenting data effectively. This is where the digital tools TreeMapper and the DataExplorer dashboard provide invaluable support. TreeMapper enables restoration organizations to collect detailed on-site data about their restoration activities, beyond just tree planting. It can track interventions such as firebreaks, topsoil removal, or other ecosystem restoration measures. With an extensive database of over 60,000 species*, offline functionality, and the ability to re-measure monitoring plots, TreeMapper simplifies ecosystem monitoring and ensures comprehensive, reliable data collection.

Collected data is automatically uploaded to the platform, and publicly accessible within each project profile. For deeper analysis, restoration organizations can use the DataExplorer dashboard or export the data for further exploration in Python or Excel, gaining insights to improve their efforts.

Additionally, satellite data from NASA, ESA, and other providers enhances monitoring by verifying project claims and tracking changes in biomass, tree cover, carbon sequestration, and risks like fire or flooding. This combination of on-the-ground and remote sensing data provides a detailed, comprehensive view of project quality and development over time, empowering stakeholders with transparency and actionable insights.

*BGCI 2024. GlobalTree Portal. Botanic Gardens Conservation International. Richmond, U.K. Available at https://www.bgci.org/resources/bgci-databases/globaltree-portal/. Accessed on 11/12/2024.

Robust and User-Friendly Tools: Digital tools like TreeMapper and DataExplorer must be intuitive, reliable, and functional in diverse environments, including offline scenarios, to ensure widespread adoption and effective data collection.

Comprehensive Data Integration: Seamless integration of ground-collected data with remote sensing datasets (e.g., from NASA and ESA) ensures a holistic view of project performance and ecosystem development.

Extensive Species Database: A well-maintained and expansive database, such as TreeMapper’s 60,000+ species catalog, is essential for accurate and detailed ecological monitoring.

Accessibility and Scalability: Tools should be accessible to projects of varying sizes and resources, with scalability to handle diverse restoration activities and large datasets as projects grow.

Transparent Data Presentation: Making project data publicly available in a clear and engaging format fosters trust among donors and stakeholders while promoting accountability.

Key Lessons Learned

Ease of Use is Crucial: Tools like TreeMapper and DataExplorer must prioritize user-friendliness to ensure adoption. Complex interfaces or workflows hinder usage, especially in regions with limited technical capacity.

Offline Capabilities Are Essential: Many restoration projects are conducted in remote areas with unreliable internet. Offline functionality in tools like TreeMapper has been pivotal for data collection in such environments.

Integration of Ground and Satellite Data Enhances Impact: Combining on-the-ground data with satellite insights significantly improves monitoring accuracy and provides a holistic view of project progress, which is critical for both implementers and donors.

Transparency Builds Trust: Publicly accessible and visually processed data strengthens donor confidence and promotes accountability, showcasing the impact of funded initiatives clearly.

Aspects That Haven’t Worked

Inconsistent Data Collection Practices: Projects initially lacked standardized data collection protocols, which complicated integration and analysis.

Limited Early Training Support: Insufficient training materials and support initially hindered effective use of the tools. 

Advice for Replication

Focus on Core Needs First: Begin with essential functionalities that directly address user needs and gradually expand features based on user feedback and evolving requirements.

Standardize Data Collection: Implement clear, uniform guidelines for data collection and reporting standards to ensure consistency across projects. 

Offer Extensive Training and Support: Provide user-friendly training resources, tutorials, and ongoing technical support to help implementers fully utilize the tools.

Adapt Tools to Local Contexts: Consider regional variations in restoration practices and environments to ensure tools are versatile and relevant across diverse settings.

Prioritize Transparent Communication: Make project data accessible and understandable for all stakeholders, fostering trust and engagement.

Exploring Biodiversity Evaluation

To assess the status of regional biodiversity more objectively, Lishui has issued the local standard Technical Regulation for Biodiversity Evaluation Index, which stipulates the evaluation areas and objects of the biodiversity evaluation index, data collection and processing, index calculation and annual changes. It includes a comprehensive index and 6 taxonomic group indexes for plants, mammals, birds, amphibians and reptiles, insects (including butterflies) and aquatic organisms, which are suitable for evaluating the current status and annual changes of species biodiversity in the region.

(1) Relevant state departments have issued relevant policies and plans, emphasizing the need to strengthen biodiversity monitoring and establish a biodiversity assessment system
(2) The unit preparing the standard has professional personnel related to biodiversity
(3) Lishui City has completed the city-wide biodiversity background survey and accumulated a lot of data and lessons.

(1) The weight ratio of different biological groups and species should be considered when setting the calculation formula of biodiversity index evaluation, so the weight size should be set according to the importance of different biological groups and the rare and endangered status of species.
(2) The biodiversity assessment index needs more monitoring data to support the horizontal and vertical comparison at different levels, so it is necessary to continue to add biodiversity smart monitoring sample areas, and carry out the construction of smart monitoring sample areas in county units or smaller units.

Development of Intelligent Identification and Regulatory Systems

To realize automatic species identification, Lishui has developed a species AI identification system based on image, sound and DNA. It includes an electronic specimen library, AI identification model, and an AI identification customer operation platform, etc. Through the large amount of biological information collected in the early stage, Lishui has established an automatic species identification system based on AI identification, which realizes the image and sound recognition of more than 30 species of large and medium-sized mammals, over 180 species of common birds, and over 70 species of amphibians and reptiles commonly found in East China, the DNA recognition of over 800 species of insects, and more than 500 species of aquatic organisms. In the case of terrestrial vertebrates, for example, the recognition accuracy is over 85%. Lishui has also built a digital biodiversity regulatory system, which integrates functions such as network sharing of monitoring data and automatic generation of assessment results, which has improved the overall effectiveness of the biodiversity regulatory system.

(1) Artificial intelligence (AI) technology is in a stage of rapid development, the technology is relatively mature, and the application range is wide.
(2) Relevant scientific research institutions, universities and social organizations have accumulated a large number of pictures, audio and other materials during the investigation and monitoring of biodiversity, providing important data support for the establishment of species identification specimen bank in Lishui City.
(3) Relevant state departments have issued relevant policies to support digital reforms in the field of ecological and environmental monitoring.

(1) In addition to having a relatively complete and rich electronic specimen library, it is also necessary to train and iteratively improve a large amount of data collected by field monitoring to improve the accuracy of intelligent model recognition.
(2) Limited by the ability of scientific research and technical foundation, it is difficult to establish the specimen bank of amphibian and reptile image information, and the DNA recognition specimen bank of insect and benthos detailed classification.
(3)Because of the large number of biological groups monitored and the large amount of data collected, higher GPU processors are required for species AI identification.

Building Smart Biodiversity Monitoring Pilot Areas

According to the requirements of the technical specifications and standards for smart biodiversity monitoring, Lishui has set up 20 biodiversity smart monitoring sample areas throughout the city in 2023, assembled real-time transmission infrared cameras, bird vocalization recorders, amphibian and reptile radar cameras, butterfly smart monitors and other automatic monitoring equipment, and set up 615 smart monitoring sites, including 206 large and medium-sized mammal smart monitoring equipment, 185 bird smart monitoring equipment, 100  amphibian and reptile smart monitoring equipment, 10 butterfly smart monitoring equipment, 86 terrestrial insect monitoring sites, 28 aquatic organisms monitoring sites, and 10 video surveillance cameras have been installed, realizing automatic, 24-hour smart monitoring of some species in representative areas.

(1)Lishui City has completed a city-wide biodiversity background survey, and the relevant survey sites and data provide an important reference for the selection of biodiversity smart monitoring sample areas.
(2) It has set real-time transmission infrared cameras, bird vocalization recorders, amphibian and reptile radar cameras, butterfly smart monitors and other automatic biodiversity monitoring equipment, and the equipment runs stably and the data is obtained reliably.
(3) Relevant local departments actively cooperate to ensure the normal deployment and monitoring of equipment.

(1) Some monitoring equipment cannot achieve real-time transmission function, and human recovery equipment is required, so it is necessary to continue to improve the intelligent monitoring methods of biodiversity groups
(2) Before the images, sounds and other data collected in the field are collected into the electronic specimen library for actual use, a large number of professional verification and calibration and accurate annotation by relevant experts are required to ensure the effectiveness and availability of specimens
(3) Different audio and image acquisition devices may cause differences in the collected data, affecting the accuracy, reliability and comparability of the data. Therefore, it is necessary to strengthen the normalization of signal data acquisition.

Organization due diligence and project verification

Restoring forests is a complex and long-term endeavor that requires a holistic approach. To address this, Plant-for-the-Planet has developed its own minimum and top-tier ‘Standards’ for various restoration methods (reforestation, agroforestry, and assisted natural regeneration) that consider biological, social, and economic factors. Organizations and their projects undergo a rigorous verification process during onboarding and are evaluated against these ‘Standards’. Only those meeting the minimum ‘Standards’ are featured on the platform and allowed to actively collect donations.

In the second phase of due diligence, external experts visit the projects for on-site evaluations based on the established standards. These evaluation results are then reviewed, discussed, and ultimately assessed by an independent, voluntary panel of experts - the so-called Review Board.

This thorough process ensures that only high-quality, impactful projects are showcased and supported through our platform, fostering trust and delivering meaningful results. At the same time, Plant-for-the-Planet remains committed to continuously questioning, reviewing, and refining these standards, integrating the latest scientific research findings to ensure their effectiveness and relevance.

Clear and Comprehensive Standards: Establishing robust, well-defined criteria for different restoration approaches that incorporate ecological, social, and economic factors is essential for consistency and credibility.

Thorough Verification Process: A rigorous verification process during onboarding ensures that only projects meeting the standards are featured, building trust among donors and ensuring high-quality initiatives.

Expert Involvement and Independent Evaluation: External experts play a critical role in assessing projects on-site, and an independent panel ensures impartial, transparent evaluation, further strengthening the credibility of the platform.

Commitment to Continuous Improvement: Regularly reviewing and updating standards based on the latest scientific findings ensures the platform remains relevant, adaptive, and aligned with current best practices in forest restoration.

Stakeholder Engagement and Transparency: Clear communication with project owners, and experts, along with a transparent evaluation process, fosters trust and ensures ongoing support for high-quality projects.

Key Lessons Learned

Rigorous Standards Ensure Credibility: The importance of developing and maintaining clear, robust standards cannot be overstated. Well-defined criteria for different restoration approaches are crucial to ensure that only high-quality projects are featured. Without strong guidelines, it’s difficult to build trust among donors and other stakeholders.

Expert Involvement is Essential: Engaging external experts for on-site evaluations adds an important layer of credibility to the platform. Their independent assessments help ensure that projects meet the required standards and provide valuable insights into the feasibility and effectiveness of restoration efforts.

Continuous Improvement is Crucial: Regularly reviewing and updating the standards based on new scientific findings and real-world experiences ensures that the platform evolves and stays relevant. This commitment to continuous improvement fosters long-term success and adaptability in a rapidly changing field.

Aspects That Haven’t Worked

Overly Complex Verification Processes: Initially, the verification process was more cumbersome than expected, causing delays in project onboarding. This was a barrier to scaling, especially for smaller organizations with limited resources. Streamlining the verification process without compromising on quality could improve efficiency.

Inconsistent Stakeholder Engagement: At times, communication with some stakeholders — particularly local project implementers — was less frequent, which created gaps in feedback and adjustments. Ensuring more consistent engagement and collaboration throughout the verification and monitoring process would enhance the overall success.

Advice for Replication

Build Clear, Scalable Systems Early: Developing clear, scalable processes from the start can help avoid bottlenecks and inefficiencies down the line. Make sure your verification and evaluation systems can handle growth and adapt to new challenges.

Simplify the Verification Process: While rigor is important, consider building flexibility into the process so that it doesn’t become a barrier to entry. This can help support a broader range of projects while maintaining quality.

Ensure Strong Communication with All Stakeholders: Regular, transparent communication with all involved parties—including donors, project implementers, and experts—is essential. Establish clear lines of feedback and engagement to foster collaboration and ensure that everyone is aligned on the platform’s goals.

Invest in Continuous Learning: Make room for iterative improvements. Learn from both successes and challenges, and adapt the platform’s processes and standards as you gather new data and insights.

Research and Development of Smart Biodiversity Monitoring Equipment

Lishui entrusted the Nanjing Institute of Environmental Sciences, MEE, jointly with the relevant technical institutions, have innovatively developed a radar camera for amphibians and reptiles monitoring, an intelligent monitor for butterfly monitoring, improved and developed a new bird vocalization recorder, building an automatic biodiversity intelligent monitoring system with real-time transmission of infrared camera, bird vocalization recorder, amphibian and reptile radar camera, butterfly intelligent monitor, and other new and intelligent monitoring equipment. Lishui has applied the above equipment to its smart biodiversity monitoring work, changing the traditional biodiversity monitoring mode which relies on human investigation, effectively saving manpower and time costs.

(1) Cooperation among experts in various fields: biologists provide biological expertise, such as the habits and distribution of different organisms; Engineers are responsible for the design, manufacture and optimization of hardware equipment; Computer scientists focus on the development of software algorithms, such as AI recognition algorithms, through the collaboration of experts in various fields to jointly promote the Research and Development of intelligent monitoring equipment for biodiversity.
(2) Inter-institutional cooperation: Get the policy and support of government departments, the professional support of scientific research institutions, the production and manufacturing capacity support of enterprises, etc., to jointly provide guarantee for equipment research and development.

(1) Research and development costs are high, and the cost of real-time transmission monitoring equipment is 5 times that of non-real-time transmission equipment, which require further reduction and increased efficiency.
(2) The intelligent monitoring methods of some biological groups are not perfect. For example, the intelligent monitor for butterflies still needs to be studied and improved, such as the types of necessary attractants and the maintenance of aging.
(3) The intelligent operation of monitoring equipment needs to be strengthened, and the image and voice print transmission of real-time transmission monitoring equipment is limited by communication signals, power supply and other conditions, especially in mountainous and dense areas.

Regulating the Construction of Sample Areas for Smart Biodiversity Monitoring

Based on the literature research and the real situation in Lishui, Lishui enacted and released the Technical Specification for the Construction of the Smart Biodiversity Monitoring System, which clarifies the principles of scientificity, feasibility and consistency in construction. Lishui stipulates the monitoring sample areas, sample sites and monitoring objects, indicators, methods, time and frequency for different groups of plants, terrestrial vertebrates (large and medium-sized mammals, birds, amphibious reptiles), insects and aquatic organisms, respectively, regulating the regions to carry out unified and standardized intelligent monitoring.

(1) National and local levels attach great importance to biodiversity survey and monitoring, and emphasize the strengthening of biodiversity monitoring.
(2) A series of norms and standards for biodiversity investigation and monitoring issued by national departments are available for reference.
(3) Cooperate with scientific research institutions and universities to provide scientific and feasible professional technical support for the formulation of the Technical Specification.

(1) There is duplication of efforts in the construction of sample areas in various system sectors. It needs further intensification of the use of existing sample areas.
(2) Releasing norms and standards requires the collaboration of many different professionals from many different biological groups, and the corresponding monitoring requirements need to be set according to different biological monitoring groups.

Support and Incentives

This block focuses on the support and incentive structure for participants. It includes providing seedlings, technical advice, and capacity-building. Payments are performance-based, tied to tree survival and the presence of indigenous and long-rotation species, encouraging long-term forest establishment.

  • Technical Support: Seedlings and expert advice on forest establishment.
  • Performance-Based Payments: Incentives based on tree survival, promoting ongoing care.
  • Capacity Building: Training to enhance tree-planting and maintenance skills.
  • Incentives Motivate Care: Linking payments to tree survival encourages better tree management.
  • Technical Support is Essential: Providing seedlings and expert guidance and regular supervision improves survival rates.
  • Capacity Building Empowers Farmers: Training in sustainable forestry practices leads to successful forest maintenance.

 

 

Planting and Monitoring Criteria

This building block outlines the criteria for planting and monitoring tree survival, focusing on long-rotation and indigenous species. It mandates a minimum of 1600 trees per hectare and ensures diverse and resilient forests. The block also emphasizes monitoring 15-18 months post-planting to verify survival and support continuous forest cover.

  • Species Composition: Minimum 25% long-rotation or indigenous species to enhance ecological diversity.
  • Monitoring: Ensures high survival rates and long-term success.
  • Sustainable Forest Cover: Maintained through enrichment planting and natural regeneration.
  • Monitoring Increases Success: Survival monitoring improves tree care and survival rates.
  • Species Diversity is Critical: A mix of species enhances forest resilience to environmental stressors.
  • Land Use Change Takes Time: Transitioning from farming to forest cover requires ongoing effort and monitoring.
  • Capacity Development is Essential: Training on species selection, planting density, and post-planting management should be integral to the process to ensure sustainable outcomes.
Planter Selection Criteria

This building block defines the criteria for selecting eligible tree planters and planting sites to ensure the success of the results-based incentive system. Participants include individual farmers and small community groups with land holdings ranging from 0.125 to 20 hectares.

Selection of planting sites is guided by established Land Use Plans (LUP), ensuring that the sites align with sustainable land management and restoration priorities. This approach helps optimize the ecological and socio-economic benefits of the plantations while reducing conflicts over land use.

The building block emphasizes proper identification of participants who meet the eligibility criteria and are committed to transforming their land into sustainable forests under the incentive system.

  • Clear Guidelines: Strict criteria requiring the inclusion of long-rotation and indigenous tree species alongside other tree species preferred by farmers.
  • Diverse Participants: Involvement of individuals and groups to ensure broad engagement.
  • Regulatory Compliance: Legalization of land ownership and documentation with GPS coordinates or shapefiles for transparency.
  • Community Trust: Transparent selection processes build trust and increase participation.
  • Documentation is Key: Using GPS or shapefiles for land boundaries enhances monitoring and transparency.
  • Varied Engagement: Including both individuals and organized groups fosters greater community involvement and ownership.
  • Secure Land Use Rights: Land use or resource use right certification is crucial to sustaining group plantings, ensuring long-term commitment and reducing potential conflicts.