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A new predictive model (MINASPACS) for spatially extensive biological assessments in southeastern Brazilian streams

Authors:
  • University of Coimbra & Marine and Envrionmental Sciences Centre

Abstract

Freshwater ecosystems are threatened by flow regulation, sedimentation, habitat degradation, non-native species, and water pollution. These disturbances have led to global losses of biodiversity and habitats. Therefore, it is essential to evaluate the ecological condition of freshwater ecosystems to promote effective management practices. Quantitative predictive models based on multivariate analyses of taxa richness are recognized ecological tools that can facilitate the monitoring and managing of freshwater ecosystems worldwide. However, few studies have used this approach to assess tropical rivers and streams. By evaluating predictive models, we can assess their usefulness for determining water-body taxonomic richness. We built a RIVPACS-type model based on macro-invertebrate assemblage (MINASPACS), for spatially extensive taxa richness assessments of Minas Gerais state streams, southeast Brazil. As a second objective, we assessed the sensitivity of the MINASPACS to human-induced disturbances affecting Minas Gerais streams through the relative risk (RR) approach. The MINASPACS model was trained with biological and environmental data from 78 reference sites and showed good accuracy (R 2 > 0.6, SD O/E ¼ 0.16). We found that percent of urban infrastructure, percent of catchment anthropogenic land use, Turbidity, Total Nitrogen, and Total Phosphorus represented significant risks to the taxa richness of Minas Gerais streams. Because of its accuracy, sensitivity, and use of map-level predictor variables, our model provides a clear, simple, and defensible measure of stream macroinvertebrate taxa richness across diverse biomes.
Research Article
A new predictive model (MINASPACS) for spatially extensive biological
assessments in southeastern Brazilian streams
Pedro Fialho Cordeiro
a
,
*
, Maria Jo~
ao Feio
b
, Marcos Callisto
c
, Robert M. Hughes
d
,
e
, Diego
Rodrigues Macedo
f
a
Programa de P
os-Graduaç~
ao Em An
alise e Modelagem de Sistemas Ambientais, Instituto de Geoci^
encias, Universidade Federal de Minas Gerais, Av. Ant^
onio Carlos 6627,
CEP 31270-901, Belo Horizonte, MG, Brazil
b
University of Coimbra, Faculty of Sciences and Technology, Department of Life Sciences, Marine and Environmental Sciences Centre, Associate Laboratory ARNET,
Coimbra, Portugal
c
Laborat
orio de Ecologia de Bentos, Departamento de Gen
etica, Ecologia e Evoluç~
ao, Instituto de Ci^
encias Biol
ogicas, Universidade Federal de Minas Gerais, Av. Ant^
onio
Carlos 6627, CP 486, CEP 31270-901, Belo Horizonte, MG, Brazil
d
Amnis Opes Institute, 2895 SE Glenn, Corvallis, OR, 97333, USA
e
Department of Fisheries, Wildlife, &Conservation Sciences, 104 Nash Hall, Oregon State University, 97331, USA
f
Departamento de Geograa, Instituto de Geoci^
encias, Universidade Federal de Minas Gerais, Av. Ant^
onio Carlos 6627, CEP 31270-901, Belo Horizonte, MG, Brazil
ARTICLE INFO
Keywords:
RIVPACS
Relative risk approach
Benthic macroinvertebrates
Streams
Freshwaters
Taxa richness
ABSTRACT
Freshwater ecosystems are threatened by ow regulation, sedimentation, habitat degradation, non-native species,
and water pollution. These disturbances have led to global losses of biodiversity and habitats. Therefore, it is
essential to evaluate the ecological condition of freshwater ecosystems to promote effective management prac-
tices. Quantitative predictive models based on multivariate analyses of taxa richness are recognized ecological
tools that can facilitate the monitoring and managing of freshwater ecosystems worldwide. However, few studies
have used this approach to assess tropical rivers and streams. By evaluating predictive models, we can assess their
usefulness for determining water-body taxonomic richness. We built a RIVPACS-type model based on macro-
invertebrate assemblage (MINASPACS), for spatially extensive taxa richness assessments of Minas Gerais state
streams, southeast Brazil. As a second objective, we assessed the sensitivity of the MINASPACS to human-induced
disturbances affecting Minas Gerais streams through the relative risk (RR) approach. The MINASPACS model was
trained with biological and environmental data from 78 reference sites and showed good accuracy (R
2
>0.6, SD
O/E ¼0.16). We found that percent of urban infrastructure, percent of catchment anthropogenic land use,
Turbidity, Total Nitrogen, and Total Phosphorus represented signicant risks to the taxa richness of Minas Gerais
streams. Because of its accuracy, sensitivity, and use of map-level predictor variables, our model provides a clear,
simple, and defensible measure of stream macroinvertebrate taxa richness across diverse biomes.
1. Introduction
Freshwaters are one of the most threatened ecosystems worldwide
(Lake, 2000;Reid et al., 2019). Flow regulation and longitudinal barriers
(Dudgeon, 2010), sedimentation and habitat degradation (Sano et al.,
2019), non-native species, and water pollution have led to biodiversity
and habitat losses (Feio et al., 2014). Given this scenario, assessing the
ecological condition of freshwater ecosystems is critical for addressing
cost-efcient management practices (Silva et al., 2017;Paulsen et al.,
2020). Several methodological approaches based on the use of aquatic
organisms as bioindicators have been used in the biological assessment of
freshwater ecosystems in North America, Europe and Australia. The
major approaches are multimetric indices (e.g., Buss et al., 2015;Karr,
1999;Ruaro et al., 2020), relative risk (RR) and relative extent (RE)
approaches (e.g., Van Sickle and Paulsen, 2008), and predictive taxa
richness models (e.g., Clarke et al., 2003;Feio et al., 2014;Reynoldson
et al., 1997;Wright, 1995). However, these approaches are not
completely explored in other continents, such as Asia (e.g., Blakely et al.,
* Corresponding author.
E-mail addresses: pedroalhoc@gmail.com (P.F. Cordeiro), mjf@ci.uc.pt (M.J. Feio), mcallisto13@gmail.com (M. Callisto), hughes.bob@amnisopes.com
(R.M. Hughes), diegorm@ufmg.br (D.R. Macedo).
Peer review under the responsibility of Editorial Ofce of Water Biology and Security.
Contents lists available at ScienceDirect
Water Biology and Security
journal homepage: www.keaipublishing.com/en/journals/water-biology-and-security
https://doi.org/10.1016/j.watbs.2025.100386
Received 17 November 2024; Received in revised form 25 February 2025; Accepted 15 March 2025
2772-7351/©2025 The Authors. Publishing services by Elsevier B.V. on behalf of KeAi Communications Co. Ltd. This is an open access article under the CC BY license
(http://creativecommons.org/licenses/by/4.0/).
Water Biology and Security xxx (xxxx) xxx
Please cite this article as: Cordeiro, P.F. et al., A new predictive model (MINASPACS) for spatially extensive biological assessments in southeastern
Brazilian streams, Water Biology and Security, https://doi.org/10.1016/j.watbs.2025.100386
2014;Chen et al., 2019) and South America (e.g., Aida Campos et al.,
2021;Martins et al., 2020;Oliveira et al., 2011;Silva et al., 2018).
Globally, benthic macroinvertebrates are the most-used biological as-
semblages for assessing lotic ecological condition (Feio et al., 2022).
Both the USA and Europe have legal frameworks that support the use
of biotic indicators to assess ecological conditions at local and regional
spatial extents (Aguiar et al., 2011;Barbour et al., 1999;Poikane et al.,
2016;Feio et al., 2021). In contrast, neotropical countries lack specic
legislation or guidelines for biological assessment, reected in the rela-
tively few studies addressing the development and application of meth-
odological approaches based on aquatic organisms compared to the USA
and Europe (Ruaro and Gubiani, 2013;Feio et al., 2021). In Europe,
benthic macroinvertebrate assemblages are used in 26 national assess-
ment systems for rivers, 13 assessment systems for very large rivers, and
21 assessment systems for lakes (Vitecek et al., 2021). For streams and
rivers, ecological status is often assessed using sensitivity, trait, and
abundance metrics integrated into multimetric and biotic indices (Birk
et al., 2012). Similarly, the U.S. Environmental Protection Agency uses
macroinvertebrate multimetric indices for assessing the condition of all
lakes (Mitchell et al., 2025), rivers and streams (Herlihy et al., 2020)in
the conterminous USA.
Predictive taxonomic richness models based on multivariate analyses
are also used to facilitate the monitoring and management of freshwater
ecosystems (Feio and Poquet, 2011;Wright, 1995). The River Inverte-
brate Prediction and Classication System (RIVPACS) (Wright, 1995)
was the rst model of this kind and was developed for the United
Kingdom, based partly on the Reference Condition Approach (Hughes
et al., 1986;Reynoldson et al., 1997;Stoddard et al., 2006).
RIVPACS-type models make site-specic predictions of the benthic
macroinvertebrate taxa richness expected without anthropogenic dis-
turbances. Those predictions are based on empirical relationships be-
tween individual taxon capture probabilities and natural environmental
features (e.g., latitude, channel slope, alkalinity, elevation) derived from
data collected from a reference site network (Hargett et al., 2007).
Since its rst version, RIVPACS has evolved into a nationwide bio-
assessment tool in the UK (Wright, 1995). It also was adapted to assess
stream macroinvertebrate richness in Australia (AUSRIVAS, Smith et al.,
1999), Canada (Reynoldson et al., 1997), Sweden (Johnson and Sandin,
2001), the USA (Van Sickle et al., 2005), the Czech Republic (Koke
s et al.,
2006), and Portugal (Feio et al., 2009). However, it has not been
implemented as a nationwide bioassessment tool except in the UK and
USA (USEPA, 2016). One of the main disadvantages of multivariate
predictive models compared to multimetric indices is their complex
modeling, which discourages potential users (Reynoldson et al., 1997).
Nonetheless, predictive models can provide more intuitive outputs than
simple multimetric and biotic indices because of their standardization to
site-specic conditions (Hargett et al., 2007). Each method has its ad-
vantages and disadvantages, and combining both approaches can
enhance the assessment of river ecological conditions across broad
geographic extents (Paulsen et al., 2020;USEPA, 2016). In the USA, for
example, the RIVPACS-type approach combined with multimetric indices
and a probability survey concluded that 58% of the stream length in the
conterminous USA had lost >20% of its common macroinvertebrate taxa
and only 28% of stream length was in good condition (USEPA, 2016).
Similarly, predictive multimetric indices have been implemented for sh
assemblages in Europe and the USA (Pont et al., 2006,2009) and mac-
roinvertebrate assemblages in Bolivia (Moya et al., 2011) and China
(Chen et al., 2019;Gao et al., 2020).
Several aspects of the RIVPACS approach were incorporated into the
prescribed methods of the European Water Framework Directive (WFD;
2000/60/EC) for assessing the ecological quality and ecological status of
European surface waters (Clarke et al., 2003). However, few studies have
used this approach for tropical rivers and streams, except in a single
catchment (e.g., Moreno et al., 2009) or 3 reservoirs (e.g., Molozzi et al.,
2012). In Brazil, Minas Gerais state (586,528 km
2
) recently implemented
quality classes for water body ecological condition as a component of
biomonitoring programs (Normative Deliberation COPAM/CERH-MG nº
008/2022; COPAM, 2022). Biotic indices (e.g., Junqueira et al., 2018)
and multimetric indices (e.g., Martins et al., 2021;Silva et al., 2018,
2017) were the most commonly used bioassessment tools, whereas pre-
dictive taxa richness and multimetric modeling remain largely
underexplored.
Predictive modeling could be extremely useful in large tropical
countries such as Brazil and contribute to fullling the recent ofcial
requirements (Buss et al., 2015). Therefore, we built a RIVIPACS-type
model (MINASPACS) for making spatially extensive taxonomic richness
assessments of Minas Gerais streams. We also assessed the MINASPACS's
sensitivity to anthropogenic pressures through the relative risk approach
(Herlihy et al., 2020;Silva et al., 2018).
2. Materials and methods
2.1. Study area and environmental characterization
We compiled data from research projects conducted between 2003
and 2019 from a total of 381 sites sampled by the Laboratory of Ecology
of Benthos-Universidade Federal de Minas Gerais and Serviço Nacional
de Aprendizagem Industrial - Centro de Inovaç~
ao e Tecnologia. Sites
included 348 in Minas Gerais (Agra et al., 2019;Callisto et al., 2021;
Dala-Corte et al., 2020;Feio et al., 2013;Garuana et al., 2020;Linares
et al., 2021;Macedo et al., 2022;Martins et al., 2020;Silva et al., 2017;
Ferreira et al., 2017). We also compiled data from 20 stream sites in Goi
as
and 13 in S~
ao Paulo states (Callisto et al., 2019), covering a total area of
40,106 km
2
in 8 hydrological units (Fig. 1).
All sites were in the Cerrado (neotropical savanna) biome, which is
characterized by a well-dened dry season from May to September
(Hunke et al., 2015), with an average precipitation from 800 to 2000
mm, and average annual temperature between 18 and 28 C(Silva et al.,
2017). The potential natural vegetation consists of dispersed trees and
shrubs, grass (Urbanetz et al., 2013), rocky eld vegetation (campos
rupestres) in the Espinhaço Range (Campos et al., 2017), and heteroge-
neous riparian forests. The major land uses are mechanized agricultural
cash crops, charcoal production, grazing, and urbanization (Macedo
et al., 2014). The topography encompasses extensive areas of at to
gently rolling relief (Grecchi et al., 2014) in the western region, and the
mountainous Espinhaço Range in the east (Campos et al., 2017). Each site
was characterized according to its lithological group (Supplementary
Information 1, Table S1), climate (50-year climatic reference, from
Worldclim Project - https://worldclim.org/), and river basin character-
istics (Table 1). Each river basin's land use proportions (six classes) were
estimated from a Geographic Information System (GIS). Those land use
data were obtained from Collection 5 of the MapBiomas online platform,
with a spatial resolution of 30 m (Souza et al., 2020)(Table 1). To
evaluate the representativeness of our reference dataset relative to the
full range of environmental conditions within the study area, we con-
ducted a comparative analysis of geospatial variables used in the
modeling. This comparison was performed using boxplots, considering
data from all 87 reference catchments and 87 randomly selected Cerrado
catchments.
2.2. Biological samples and water quality data
Each sample consisted of a composite of 320 Surber (30 30 cm,
500 mm mesh) or D-net (30 cm aperture, 500 mm mesh, and 0.09 m
2
)
samples in the most representative habitats, then aggregated into one
composite sample per site. Biological data were collected during the dry
season (May to September). Only the record exhibiting the highest
taxonomic richness was retained for sites sampled on multiple occasions.
In all 11 projects, family-level taxonomy was used, which is the most
common identication level in Asia, Africa, and South America countries
(Eriksen et al., 2021). All individuals collected were identied with the
aid of taxonomic keys (Hamada et al., 2014;Merritt and Cummins, 1996;
P.F. Cordeiro et al. Water Biology and Security xxx (xxxx) xxx
2
Mugnai et al., 2009;P
erez, 1988;P
es et al., 2005;Wiggins, 1996). We
also compiled water quality data for each site. Water samples were
collected during the dry season, iced, and analyzed in the laboratory for
Total Phosphorus (mg/L), Total Nitrogen (mg/L), and Turbidity (NTU)
following APHA (2005) methods.
Because taxonomic richness typically increases with the number of
samples or individuals counted (Cao et al., 2002;Li et al., 2001,2014;
Silva et al., 2016), we performed a Spearman's rank correlation to eval-
uate the relationship between taxa richness and sampling effort. The
correlation between taxa richness and sampling effort was weak (r¼
0.04; p¼0.748), indicating that richness was weakly related to sam-
pling effort and therefore minimally inuenced our results.
2.3. Reference site selection
The RIVPACS approach compares test site assemblages to those of
reference sites. Screening sites to establish reference data is necessary to
avoid the confounding effects of alterations to macroinvertebrate as-
semblages caused by anthropogenic disturbance instead of differences
resulting from natural abiotic characteristics, such as geology or climate
(Stoddard et al., 2006;Whittier et al., 2007). Therefore, we used a
ltering procedure (e.g., Herlihy et al., 2008) to identify near-natural
sites for predictive model development based on land use in the catch-
ment and water-quality (Table 2). If a site failed any one of the lters, it
was not considered as a reference site. Those criteria were similar to
those established in other Cerrado studies to ensure that our
reference-site selection was comparable to theirs (e.g., Agra et al., 2019;
Garuana et al., 2020;Silva et al., 2017).
2.4. Predictive model construction (MINASPACS) and validation
The model training used biological and environmental data from
reference sites. Sites with <200 individuals were excluded from further
analyses, as were rare taxa with <5% occurrence. We a priori transformed
macroinvertebrate abundances by a fourth root transformation to reduce
the importance of different sampling efforts and the 17-year data span.
Ten natural predictive variables (following Mendes et al., 2014) were
selected as candidate predictor variables and were transformed to ensure
normality and homoscedasticity: latitude (log
xþ1
); longitude (log
xþ1
);
annual mean temperature (C); annual temperature range (C); annual
Fig. 1. Study area showing the hydrological units (sensu Seaber et al., 1987) (gray polygons) and sampled sites (black dots and green triangles). (1) Volta Grande, (2)
S~
ao Sim~
ao, (3) Nova Ponte, (4)Tr
^
es Marias, (5) Cajuru, (6) das Velhas, (7) Pandeiros, and (8) Peti hydrologic units.
P.F. Cordeiro et al. Water Biology and Security xxx (xxxx) xxx
3
mean precipitation (Sqrt) (mm); altitude (log
xþ1
) (m); mean catchment
slope (log
xþ1
) ( %); distance from site to source (m); and lithological
synthesis. Following Ferreira et al. (2017), we grouped lithotypes to limit
the number of classes based on rock response similarities to erosion,
weathering, and leaching. These variables were previously used in
macroinvertebrate predictive models because they are not easily inu-
enced by anthropogenic activities and are known to reect the natural
distribution of river macroinvertebrate assemblages (e.g., Feio et al.,
2007;Hargett et al., 2007;Pardo et al., 2014).
To build the MINASPACS model, we used the AQUAWEB online
software (http://aquaweb.uc.pt/). This tool follows the approach
described in Van Sickle et al. (2006), which was previously used and
validated with large macroinvertebrate assemblage datasets (e.g., Aguiar
et al., 2011;Mendes et al., 2014). Building a RIVPACS-type model con-
tains several steps (Feio and Poquet, 2011). Briey, the reference dataset
was dened by a priori reference criteria representing the natural envi-
ronmental variability present in the study area. Next, we classied the
reference sites according to their macroinvertebrate assemblage
composition via clustering (Unweighted Pair Group Method with arith-
metic mean, UPGMA) based on BrayCurtis similarity and supported by
Non-metric Multidimensional Scaling (nMDS) (Mendes et al., 2014).
Groups required at least 10 reference sites to ensure that good predictions
and comparisons between Observed and Expected (under reference
conditions) generated reliable predictions (Wright, 1995).
We used Discriminant Function Analysis (DFA) to determine which of
the 10 candidate environmental variables best discriminated the mac-
roinvertebrate groups and ranked them using F-tests and Wilks' lambda
tests (Mendes et al., 2014) to maximize differences among reference
macroinvertebrate groups. Then, each taxon occurrence probability at a
site was calculated. The frequency of occurrence for each taxon in a
reference macroinvertebrate group was averaged and weighted based on
the site's probability of being assigned to that group through discriminant
analysis. From this, the number of Observed taxa (O) at a site was divided
by the sum of occurrence probabilities >50% of Expected taxa (E) to
obtain O/E
50
ratios. O/E
50
ratios measure deviation from reference
conditions, in which O/E
50
should be approximately 1. In other words, it
is the ratio between the Observed taxa in a site sample versus the Ex-
pected taxa predicted at that site with a probability of occurrence 0.50.
Model performance was assessed from O/E
50
mean values (MN) and
standard deviation (SD) for calibration sites. The MNO/E (mean value of
O/E
50
) measures model bias, and if its value is equal to one, the pre-
dictive model is unbiased. The SDO/E indicates model precision; a model
being more precise the lower its SDO/E (Mendes et al., 2014;Van Sickle
et al., 2005). We also targeted the model with a high F-statistic and low
Wilks' λvalue for model selection. We chose the best model by its O/E
50
regression (R
2
0.5; p<0.05), intersection close to the origin (a range of
1.5 to 1.5 is acceptable), SDO/E <0.2, and slope near 1 (acceptable
range of 0.851.15) (Linke et al., 2005;Mendes et al., 2014;Van Sickle
et al., 2005).
We classied site scores into 5 quality classes (Table 3). Well-
established multipressure-impact relationships for macroinvertebrate
assemblages are not available because of signicant knowledge gaps in
Brazil (Buss et al., 2015;Birk et al., 2012). Therefore, we set the
boundary between high and good classes at the 25th percentile of the
calibration site O/E
50
ratios, and the boundaries below were arbitrarily
divided into 4 equal classes, following the approaches used in European
methods, according to the Water Framework Directive for rivers (Mendes
et al., 2014). The use of 5 classes was also previously used in other
models developed in Brazil (e.g., Jovem-Azev^
edo et al., 2020;Moreno
et al., 2009), Europe (e.g., Feio et al., 2009;Feio et al., 2014;Mendes
et al., 2014), and the USA (e.g., Hargett et al., 2007;Paulsen et al., 2020).
Finally, we used SIMPER statistical procedures (similarity/distance per-
centages, fourth root transformation, Bray-Curtis coefcient, Primer 6) to
determine the most representative families (up to 90% of cumulative
percentage) of each macroinvertebrate group created by the MINASPACS
model.
2.5. Sensitivity to disturbancesAssessing relative risk (RR)
We used seven variables to evaluate the sensitivity of MINASPACS to
anthropogenic disturbances. Total Phosphorus, and Total Nitrogen are
proxies for eutrophication. Land use (% urban,% pasture,% agriculture,%
total anthropogenic) and Turbidity represent multiple pressures (e.g.,
pollution and hydromorphological alterations) (Poikane et al., 2020).
We addressed all possible situations of having good or poor macro-
invertebrate O/E
50
values given good/low or poor/high disturbance
Table 1
Candidate natural predictor variables, pressure variables, and their sources.
Variable Source
NATURAL PREDICTIVE VARIABLES
Latitude (decimal degrees) Obtained through GIS
Longitude (decimal degrees) Obtained through GIS
Annual Mean Temperature
(C)
Obtained through GIS; Worldclim Project (htt
ps://worldclim.org/)
Annual Mean Precipitation
(mm)
Obtained through GIS; Worldclim Project (htt
ps://worldclim.org/)
Annual Temperature Range
(C)
Obtained through GIS; Worldclim Project (htt
ps://worldclim.org/)
Altitude (m) Obtained through GIS; Shuttle Radar Topographic
MissionSRTM
Mean catchment slope (%) Obtained through GIS; Shuttle Radar Topographic
MissionSRTM
Distance to site's source (m)
a
Obtained through GIS
Lithological synthesis (18)
b
Ferreira et al., (2017)
PRESSURE VARIABLES
Forest (%) Obtained through GIS; Souza et al., (2020)
Savanna (%) Obtained through GIS; Souza et al. (2020)
Pasture (%) Obtained through GIS; Souza et al. (2020)
Agriculture (%) Obtained through GIS; Souza et al. (2020)
Urban infrastructure (%) Obtained through GIS; Souza et al. (2020)
Total anthropogenic land
use (%)
Obtained through GIS; Souza et al. (2020)
Total Phosphorus (mg/L) Compiled data
Total Nitrogen (mg/L) Compiled data
Turbidity (NTU) Compiled data
a
Represents the largest distance of a site to its spring.
b
(1) Siliceous rocks; (2) Pelitic rocks; (3) Metamorphic rocks; (4) Carbonate
rocks; (5) Volcanic rocks; (6) Alkaline rocks; (7) Laterized sediments; and (8)
Unconsolidated sediments.
Table 2
Reference site ltering criteria.
Filter Reference value/criteria Source
Catchment
land use
<25% total anthropogenic area;
absence of urban infrastructure.
MapBiomas (2021). (htt
ps://mapbiomas.org/)
Water quality TP <0.1 mg/L, TN <0.2 mg/L,
Turbidity <100 NTU (Silva et al.,
2017).
CONAMA Resolution nº357/
2005, Class II
a
, lotic
environments
a
Water intended for human consumption after simplied treatment and for
protection of aquatic communities (CONAMA, 2005).
Table 3
Site quality classes from the MINASPACS predictive model, with corresponding
taxa loss.
Class O/E
50
score Taxa loss
Upper Lower
High 1.268 0.936 <6% taxa loss
Good 0.935 0.702 730% taxa loss
Moderate 0.701 0.468 3153% taxa loss
Poor 0.467 0.234 5476% taxa loss
Very poor 0.233 0 >77% taxa loss
P.F. Cordeiro et al. Water Biology and Security xxx (xxxx) xxx
4
conditions (Table 4). The RR is a conditional probability representing the
likelihood that low/poor O/E
50
values are associated with high anthro-
pogenic disturbance scores and is calculated as follows (Equation (1)):
RR ¼Pr ðO=EjDhÞ
Pr ðO=EjDlÞ(1)
The numerator is the probability of nding poor biological conditions
(O/E
50
score >50% taxa loss) given high anthropogenic disturbance
scores (Dh), and the denominator is the probability of nding poor bio-
logical conditions given low anthropogenic disturbance scores (Dl) (Silva
et al., 2018;Van Sickle and Paulsen, 2008). RR scores equal to 1 denote
the absence of an association between the biological indicator (O/E
50
score) and environmental variables linked to anthropogenic alterations
(Van Sickle and Paulsen, 2008). For a RR >1, we interpret the value as
how many times more likely a poor O/E
50
value would occur given
poor/high disturbance conditions relative to good/low disturbance
conditions. We calculated 95% condence intervals for RR estimations
using conditional probabilities (Altman, 1991) and considered the RR
signicant when the lower 95% condence interval was >1.
3. Results
3.1. Macroinvertebrate taxa and reference site selection
We identied 97 taxa across the 381 sites. The most abundant taxa
were Chironomidae (41.99%), Simuliidae (10.36%), Elmidae (7.25%),
Baetidae (6.87%), and Oligochaeta (6.47%).
Eighty-seven sites met the selection criteria for minimally disturbed
reference sites and were used for MINASPACS model construction.
Reference and test sites occurred at similar elevations (510.591455.69
m and 411.001419.56 m a.s.l., respectively), temperature ranges
(16.8923.75 C and 17.4024.06 C), and annual precipitation
(1019.041675.43 mm and 972.991670.89 mm) (Table 5). However,
test sites had larger catchment areas, Total Phosphorus, Total Nitrogen,
Turbidity, and % total anthropogenic land uses than reference sites
(Table 4). More than 70% of our reference sites were in the S~
ao Francisco
River basin, with small catchment areas (<100 km
2
); only three sites had
a catchment area >1000 km
2
.
The boxplot analysis indicated a notable correspondence between the
environmental conditions of the 87 reference catchments and the 87
randomly selected catchments for mean altitude, annual temperature
range, and mean catchment slope (Supplementary Information 1,
Fig. S1). Although the 87 randomly selected catchments encompassed a
wider range of environmental conditions, the mean values, as well as the
25th and 75th percentiles, minimum, and maximum values, exhibited
minimal relative or absolute differences between the two groups (e.g.,
mean altitude: reference ¼725 m, random ¼723 m; mean catchment
slope: reference ¼4.7%, random ¼7.0%; annual temperature range:
reference ¼18.7 C, random ¼18.4 C). Conversely, annual mean pre-
cipitation and annual mean temperature showed greater differences.
However, those differences remained relatively small in absolute terms
for median values (e.g., annual mean precipitation: <200 mm; annual
mean temperature: <1C).
3.2. MINASPACS construction and validation
The MINASPACS model was built with 78 minimally disturbed cali-
bration sites, and 9 sites were used for validation. We dened four
reference macroinvertebrate groups from the cluster analysis of the 78
calibration sites. All reference groups contained at least 14 reference
sites. The most representative families in each group were Psephenidae
and Pleidae for Group 1, Hydrobiosidae for Group 2, and Mega-
podagrionidae and Lutrochidae for Group 3. Group 4 had no exclusive
representative taxon (Supplementary Information 1,Table S2).
Four variables (mean catchment slope, lithological synthesis, annual
mean temperature, and annual mean precipitation) were selected for the
nal predictive O/E
50
model. Wilks' λwas low (0.148), and F-stat was
high (16.561), indicating the model's high discriminatory ability. This is
supported by the high accuracy evidenced by the MNO/E ¼1.001, SDO/
E¼0.16, and the O/E
50
regression was within acceptable values (R
2
¼
0.608; slope ¼1.016; intersection ¼0.134). The 9 validation sites had
similar O/E
50
values (MNO/E ¼1.03; SDO/E ¼0.13), which suggested
good evaluation potential for test sites (Fig. 2).
3.3. Relative risk assessment and site disturbance classication
Across the entire Cerrado biome, O/E
50
values ranged from poor/very
poor conditions (31% of test sites) to good/high (52% of test sites), with
17% in moderate condition (Fig. 3). Four anthropogenic disturbance
variables had signicant negative rank correlations with O/E
50
scores: %
urban infrastructure (r¼0.43; p<0.05), % total anthropogenic land
use (r¼0.22; p<0.05), Total Nitrogen (r¼0.20; p<0.05), and
Turbidity (r¼0.35; p<0.05). O/E
50
values were also negatively, but
weakly, correlated with Total Phosphorus (r¼0.09; p<0.05) and %
pasture (r¼0.04; p<0.05) (Supplementary Information 1,Table S3).
We found that MINASPACS could detect the inuence of all seven
disturbance variables, but variable importance differed across the Cer-
rado biome and amongst river basins (Fig. 4). In the Cerrado and the S~
ao
Francisco basin, all but % catchment agriculture signicantly inuenced
the risk of low O/E
50
scores. On the other hand, only Total Nitrogen and
% urban infrastructure signicantly inuenced the risk of low O/E
50
scores in the Alto Paran
a basin.
4. Discussion
Our predictive modeling results corroborate previous work from
Europe (e.g., Davy-Bowker et al., 2006;Mendes et al., 2014), North
America (e.g., Hargett et al., 2007;Hawkins et al., 2000), Asia (Chen
et al., 2019), and South America (e.g., Jovem-Azev^
edo et al., 2020;Moya
et al., 2011) that show predictive models can provide a powerful tool to
assess the biological condition of aquatic ecosystems. The relative risk
approach conrmed the sensitivity of the MINASPACS to key distur-
bances affecting Minas Gerais lotic macroinvertebrate taxa richness.
4.1. MINASPACS model construction and validation
MINASPACS was built with variables exclusively obtained through
geospatial tools, which supports model development being a useful
approach for managers in terms of cost and time for data collection
(Hargett et al., 2007). The selection of model predictive variables
considered both statistical measures and the experience of model
development in other countries such as Great Britain (e.g., Wright, 1995),
Australia (Smith et al., 1999), the USA (Hawkins et al., 2000), and
Table 4
Land use and water quality criteria for distinguishing poor versus good anthro-
pogenic disturbance conditions.
Disturbances Pressure
condition
Source
Good Poor
% Agriculture <60 60 Silva et al. (2017)
% Pasture <60 60 Silva et al. (2017)
% Urban infrastructure 0 >0Lorenz et al., 2004
% Total anthropogenic land use
b
<25 25 Lorenz et al., 2004
Turbidity (NTU) 100 >100 CONAMA 357/2005, class II
a
Total Nitrogen (mg/L) 0.2 >0.2 Silva et al. (2017)
Total Phosphorus (mg/L) 0.1 >0.1 CONAMA 357/2005, class II
a
a
Class II water quality corresponds to water intended for human consumption
after simplied treatment and protection of aquatic communities (CONAMA,
2005).
b
All anthropogenic land uses combined (pasture, agriculture, monoculture,
mining, industrial area, and urban infrastructure).
P.F. Cordeiro et al. Water Biology and Security xxx (xxxx) xxx
5
Portugal (Feio et al., 2007,2009,2012). The four discriminant variables
nally selected for our model (mean catchment slope, lithological syn-
thesis, annual mean temperature, and annual precipitation) are aligned
with the results of other studies (e.g., Feio et al., 2007;Hargett et al.,
2007;Mendes et al., 2014). Variables such as temperature, which often
determines macroinvertebrate assemblage composition, is inuenced by
latitude and elevation. At the same time, the geologic origin from which
bed materials are derived is also an important determinant of biotic
structure (Hawkins et al., 2000).
However, local environmental variables may enhance the accuracy
and precision of the model. Relevant variables may include annual
runoff, alkalinity, width, depth, and ow regime (Davy-Bowker et al.,
2006;Moya et al., 2011; Pont et al., 2009). Martins et al. (2018) showed
that the taxonomic richness and composition of macroinvertebrate as-
semblages in Minas Gerais are positively affected by local variables, such
as leaf packs on the streambed, which serve as food and shelter against
predators (Ligeiro et al., 2020). In neotropical ecosystems, Macedo et al.
(2014) and Moya et al. (2011) showed that variables related to stream
size (wetted width, bank full width, and wetted area) are positively
correlated with macroinvertebrate richness. Thus, future work should
aim at combining regional and local variables to enhance the accuracy
and precision of the model.
MINASPACS was built using four macroinvertebrate reference
groups, which were well-discriminated by the environmental variables,
covering 40,106 km
2
. More groups would result in fewer sites per group,
reducing the model performance in the test site assessments. For
instance, Feio et al. (2007) developed and validated a multivariate model
for the Mondego catchment (6670 km
2
) using two reference groups,
whereas the RIVPACS study covering the UK (approx. 240,000 km
2
) used
35 groups. However, the grouping process is one of the most subjective
components of the modeling and should be reviewed in the future if new
high-quality reference sites are added (Feio et al., 2007).
Like Sudaryanti et al. (2001) noted in a previous study, family-level
identication of macroinvertebrates was efcient for our model
Table 5
Means and ranges of values for descriptive environmental variables at reference and test sites.
Variable Reference sites (n¼87) Test sites (n¼294)
Mean Min Max Mean Min Max
Annual Mean Temperature (C) 19.96 16.89 23.75 21.30 17.40 24.06
Annual Mean Precipitation (mm) 1,424.68 1,019.04 1,675.43 1,440.90 972.99 1,670.89
Mean catchment slope (%) 15.5 2.8 48.5 10.2 2.2 46.1
Altitude (m) 943.11 510.59 1,455.69 737.84 411.00 1,419.56
Distance to source (m) 12,429.75 68.71 85,906.92 29,075.95 46.00 706,308.64
Catchment area (km
2
) 132.28 0.03 1,809.83 606.20 0.00 27,923.96
% Forest 29.01 0.00 100.00 16.09 0.00 75.01
% Savanna 21.71 0.00 83.36 9.50 0.00 79.68
% Pasture 3.97 0.00 21.66 30.03 0.00 86.44
% Agriculture 1.77 0.00 19.35 5.20 0.00 37.45
% Urban infrastructure 0.00 0.00 0.00 6.48 0.00 100.00
% Anthropogenic use 8.32 0.00 24.26 60.63 0.00 100.00
Total Phosphorus (mg/L) 0.01 0.00 0.10 0.28 0.00 11.66
Total Nitrogen (mg/L) 0.08 0.03 0.20 0.25 0.00 16.30
Turbidity (NTU) 6.35 0.10 61.00 15.79 0.30 433.00
Taxa richness 29 16 41 19 0 43
O/E
50
score 1.01 0.47 1.27 0.62 0.00 1.26
Fig. 2. O/E
50
regression for the MINASPACS model built with biological and environmental data from 78 reference sites.
P.F. Cordeiro et al. Water Biology and Security xxx (xxxx) xxx
6
construction. This is an appropriate taxonomic resolution in many trop-
ical regions with high diversity but limited taxonomic knowledge (Godoy
et al., 2019), and it is the taxonomic level used in most Brazilian benthic
macroinvertebrate studies and in biomonitoring programs of govern-
mental agencies and other decision-makers. Species and genus-level
identication are not currently feasible in Brazil because of insufcient
knowledge of the autecology and life histories of most taxa and, there-
fore, a lack of taxonomic keys for many groups (Buss and Vitorino, 2010).
Moreover, family-level resolution is widely used in Europe for predictive
model development (e.g., Mendes et al., 2014) and other approaches,
such as General Degradation Indices (GDIs), including the Biological
Monitoring Working Party (BMWP) and the Average Score Per Taxon
(ASPT) indices (Vitecek et al., 2021). In Brazil, predictive models were
successfully developed using family-level taxonomic resolution (e.g.,
Jovem-Azev^
edo et al., 2020;Moreno et al., 2009). Nevertheless, Molozzi
et al. (2012) highlighted the importance of using genus-level Chirono-
midae (Diptera) in reservoir assessment because different genera have
different sensitivities to organic and metal contaminants. Conversely, a
higher taxonomic resolution requires taxonomic expertise and is more
time-consuming and costly (Feio et al., 2006;Vadas et al., 2022;Valen-
te-Neto et al., 2021). These are critical concerns in Brazil and elsewhere
(Buss et al., 2015).
Although the environmental conditions of the 87 reference catch-
ments and the 87 randomly selected catchments were similar (Fig. 2;
Table 4), we attribute the observed differences to the random selection
process. The random catchments were distributed throughout the Cer-
rado, including lower-lying regions, which are generally not well-
preserved catchments (Silva et al., 2018). In contrast, the reference
sites were predominantly located in the higher parts of river basins.
Therefore, if only preserved basins were considered in the random group,
the differences would probably be even smaller. Furthermore, because
Minas Gerais is heterogeneous in terms of its physical environment and
macroinvertebrate diversity, future studies should aim to increase the
number of reference sites and expand the sampling area to adjacent ba-
sins and states for more precise and accurate assessments. However,
minimally disturbed areas are generally scarce in Minas Gerais, much of
Europe (Borgwardt et al., 2019;Lorenz et al., 2004;Oliveira et al., 2016),
and large parts of the USA (Herlihy et al., 2020;Whittier et al., 2007).
Fig. 3. O/E
50
classication for all sites.
P.F. Cordeiro et al. Water Biology and Security xxx (xxxx) xxx
7
4.2. Relative risk assessment, O/E classication, and ecosystem
management
The MINASPACS detected the inuence of all 7 anthropogenic dis-
turbances considered in this study and urban infrastructure posed the
most signicant risk to biological conditions. Land use is a proxy for
multiple pressures, including pollution, hydromorphological alterations,
and other pressures (Ligeiro et al., 2013;Poikane et al., 2020). In the
Cerrado assessment, high turbidity was a good indicator (high relative
risk) of poor biological condition, and Total Nitrogen posed a signicant
risk across all river basins. The latter reects the application of nitrogen
fertilizers in croplands (Signor et al., 2013) and pasture (Pereira et al.,
2022) that commonly occurs in Minas Gerais. Both Turbidity and Total
Nitrogen are indicators of anthropogenic activities leading to sedimen-
tation and eutrophication (Silva et al., 2018). However, Total Phosphorus
and Total Nitrogen were insignicant stressors in some cases simply
because their criteria did not exceed those established by the Brazilian
water resources legislation (CONAMA, 2005).
Most of our sites were in the das Velhas River basin, which is highly
impaired in the Belo Horizonte Metropolitan Region, the capital of Minas
Gerais with a human population of 2.7 million. In the past two decades,
hydrologic modications, channelization, sedimentation, nutrient load-
ings, heavy metals contamination, and microplastics have potentially
affected macroinvertebrate assemblages in the basin (Feio et al., 2013).
Impairment was prevalent for rivers and streams in the lowlands because
the population of Minas Gerais mainly occurs in lowland river sections.
Areas with high densities of test sites showing poor or very poor O/E
50
values were predominantly located in the plains and near major urban
centers. In Minas Gerais and throughout Brazil, rehabilitation in-
terventions focused mainly on sewage collection systems, rehabilitation
of riverbanks through engineering and bioengineering techniques,
rehabilitation of riparian vegetation, and ood mitigation (Feio et al.,
2021). The lack of rehabilitation projects in Global South countries is
partly explained by the lack of nancial resources and by the lack of a
legal framework aimed at conserving and rehabilitating streams (Feio
et al., 2021;Macedo et al., 2022). Additionally, there is a lack of
empirical data on relevant geographical and long-term studies required
for assessing rehabilitation success. This challenge is evident not only in
Brazil (Buss et al., 2015) but also in Europe (Hering et al., 2010) and the
USA (Hughes et al., 2014).
Using different O/E
50
classes to represent good and poor biological
conditions and different land use classes and nutrient criteria to represent
reference conditions would likely affect the biological assessments (Feio
et al., 2014;Herlihy et al., 2020). Decreased or increased macro-
invertebrate richness in small streams could occur with much lower
nutrient concentrations than the values set in legislation or regulations,
at least in naturally nutrient-poor regions (Davies and Jackson, 2006;
Firmiano et al., 2017;Herlihy et al., 2020). Nonetheless, grading sites
into classes of ecological statusfor surface waters is now a requirement
in Minas Gerais (COPAM, 2022). The MINASPACS O/E
50
ratio may be a
useful metric for assessing the condition of macroinvertebrate assem-
blages as a constituent of the ecological status of rivers. Also, new models
based on this approach can be built to develop biological assessment
methods statewide, thereby yielding improved scientic generalizations,
assessments, and regulation (Stoddard et al., 2008;Vadas et al., 2022).
Lastly, employing tiered aquatic life uses and biological condition
gradient approaches would offer ecologically more meaningful classi-
cations of site condition (Davies and Jackson, 2006;Hughes et al., 2022;
Yoder et al., 2005).
4.3. Uncertainties and limitations
Sampling effort is fundamental to aquatic bioassessment because it
provides the base data on which water bodies are classied (Birk et al.,
2012). In this context, consistent sampling effort is crucial for
richness-based assessments, because reduced sampling effort increases
the risk of errors in interpreting results and leads to an underestimation
of taxa richness at a given site (Cao et al., 2002;Li et al., 2001,2014;
Silva et al., 2016). Future studies should consider greater sampling effort
and standardized procedures at both basin and site extents than typically
employed in stream ecological surveys when the goal is to assess taxo-
nomic richness. This would help maximize the representation of diversity
across different environmental contexts (Li et al., 2001;Silva et al.,
2016).
Fig. 4. Estimated relative risk (RR) and 95% condence intervals for poor/very poor O/E
50
scores linked to anthropogenic disturbances. RR condence intervals
below 1 (dashed red line) indicate insignicant association.
P.F. Cordeiro et al. Water Biology and Security xxx (xxxx) xxx
8
Additionally, by using genus-level taxonomy, the model could be
more capable of detecting impairment at test sites. This is because for
regions with many genera and species per family, important information
on species-specic taxon-habitat relationships could easily be lost by
adopting family-level taxonomic resolution because of the differing
ecological requirements of different species and genera within a family
(Hawkins et al., 2000;Lenat and Resh, 2001;Molozzi et al., 2012).
We did not analyze the effects of other pollutants, such as heavy
metals, acidication, or hydromorphological degradation, all of which
can limit the presence and development of sensitive organisms (de Mello
et al., 2023). Another critical consideration is that using land use as a
proxy for multiple pressures does not always clarify which land-use
pressures are most responsible for an observed response (Poikane
et al., 2020). Ecological thresholds or tipping points are a useful
ecological concept but are rarely detectable in multi-pressure environ-
ments (Birk et al., 2012;Groffman et al., 2006), particularly in tropical
regions where the coarser taxonomic resolution may constrain the
detection of ecological impairment at test sites (Buss and Vitorino, 2010).
5. Summary
We developed and validated the MINASPACS predictive model based
on macroinvertebrates that can fulll all scientic aspects required for
classication systems under the present Minas Gerais water resource
legislation. Our model responded to seven disturbances impairing stream
ecosystems in southeast Brazil, providing a clear, simple, and defensible
measure of macroinvertebrate taxa richness of streams in a diverse
landscape. We demonstrated the feasibility of implementing a RIVPACS-
like approach, and we hope improved models based on this approach can
be built to develop biological assessments throughout Brazil.
CRediT authorship contribution statement
Pedro Fialho Cordeiro: Writing original draft, Methodology,
Investigation, Formal analysis, Data curation, Conceptualization. Maria
Jo~
ao Feio: Writing review &editing, Supervision, Methodology,
Conceptualization. Marcos Callisto: Writing review &editing, Vali-
dation, Conceptualization. Robert M. Hughes: Writing review &
editing, Supervision, Conceptualization. Diego Rodrigues Macedo:
Writing review &editing, Validation, Supervision, Project adminis-
tration, Methodology, Investigation, Data curation, Conceptualization.
Funding
This research was supported by Companhia Energ
etica de Minas
Gerais (CEMIG) through Programa Cemig-Peixe Vivo, Programa de Pes-
quisa e Desenvolvimento Aneel (Cemig GT-479; GT- 487; GT-550; GT-
599), and Cemig/Fapemig (APQ-01961-15, APQ-00261-22, and CRA
3147); Fundaç~
ao de Amparo
a Pesquisa do Estado de Minas Gerais
FAPEMIG (APQ-01432-17 and APQ-261-22); Conselho Nacional de
Desenvolvimento Cientíco e Tecnol
ogico (CNPq 311002/2023-4 to
DRM, and 304060/2020-8 to MC); MC is a Resident Professor at the
Institute of Advanced Transdisciplinary Studies (IEAT/UFMG); Fundaç~
ao
para a Ci^
encia e Tecnologia through MARE strategic project (UIDB/
04292/2020), Associate Laboratory ARNET Project (LA/P/0069/2020),
and CEEC principal investigator to MJF; Coordenaç~
ao de Aperfeiçoa-
mento de Pessoal de Nível Superior (CAPES) Finance Code 001;
Fulbright-Brazil to RMH; and Projeto Manuelz~
ao/UFMG.
Declaration of competing interest
As a Co-editor-in-Chief of Water Biology and Security, Robert M.
Hughes examines the English and content of some manuscripts, but he
was not involved in the manuscript editorial or peer reviews or the de-
cision to publish this article. All authors declare no known competing
nancial interests or personal relationships that could potentially
inuence the work reported in this paper.
Acknowledgments
We thank the eld crews for generating the large amount of data used
in this study, mainly colleagues from the Laborat
orio de Ecologia de
Bentos (Universidade Federal de Minas Gerais UFMG), Laborat
orio de
Ecologia de Peixes (Universidade Federal de LavrasUFLA), and Centro
de Inovaç~
ao e Tecnologia SENAI (Serviço Nacional de Aprendizagem
Industrial).
Appendix A. Supplementary data
Supplementary data to this article can be found online at https://
doi.org/10.1016/j.watbs.2025.100386.
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