Corresponding author: Monika Janišová ( monika.janisova@gmail.com ) Academic editor: Flavia Landucci
© 2021 Monika Janišová, Anamaria Iuga, Cosmin Marius Ivașcu, Martin Magnes.
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:
Janišová M, Iuga A, Ivașcu CM, Magnes M (2021) Grassland with tradition: sampling across several scientific disciplines. Vegetation Classification and Survey 2: 19-35. https://doi.org/10.3897/VCS/2021/60739
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The traditional, low-input use of grassland in Central and Eastern Europe has provided high-quality food, clothing and manure for millennia. As an outcome of sustainable low-intensity agriculture, some rural areas have globally significant species richness. Traditional farming is still well preserved in several regions of the Carpathian Mountains. This is a unique opportunity to use the wisdom of our ancestors to keep grassland biodiversity for our descendants. We present a sampling methodology to survey traditionally managed grassland ecosystems holistically, including abiotic, biological and cultural phenomena, and reflect thus the multidimensionality of traditional farming. Our main objective was to reveal the connection between particular management practices and precisely measured plot plant diversity. Our motivation was to identify traditional farming approaches that result in both high biodiversity and sustainable grassland utilization in particular region, and confirm their impact also using statistical tests. The multitaxon vegetation sampling at seven spatial scales combined with soil analyses, detailed land-use information derived from interviews with the land parcel owners, satellite pictures and historical materials provide potentially valuable data for several scientific disciplines including syntaxonomy, plant ecology, environmental anthropology and ethnology. Examples of grassland management practices based on traditional ecological knowledge can serve as an inspiration for developing modern biodiversity conservation strategies applicable for rural regions. The database Grassland with Tradition is registered in Global Index of Vegetation-Plot Databases (GIVD) with the identifier ID EU-00-032. To date it contains data from 31 study sites in 7 countries (Austria, Czech Republic, Slovakia, Hungary, Poland, Romania, Ukraine).
Syntaxonomic reference:
ecology, ethnology, grassland management, history, land use, low-input farming, local ecological knowledge, meadow, pasture, plant diversity, sampling approach, typology, vegetation-plot database
A standard approach to vegetation survey is a single visit of the selected study site, particularly when the aim is classification of a certain vegetation type. Approaches based on re-sampling, permanent study plots or manipulative experiments allow for the study of ecological processes and temporal changes to vegetation. However, some goals of vegetation survey cannot be reached without cooperation with other scientific disciplines. This is particularly the case for studies of habitats that depend on human influence, such as traditionally managed grassland.
All semi-natural grassland habitats are partly or fully dependent on agricultural management (
Traditional farming includes various types of low-input land utilization on private farms. This type of farming typically occurs within small parcels belonging usually to a single family, or, in some cases, to a commune or farmer associations. Different owners usually apply different farming practices according to the family customs and personal traditional knowledge, so that the landscape itself is very diverse (see also
Traditional farming can maintain high levels of biodiversity and the Carpathian bio-cultural heritage is a well of wisdom for modern biodiversity conservation. Traditionally managed grasslands are often small-sized and very specific in their management. a) Domashyn, Ukraine, June 2018, M. Khytruk; b) Valea Rece, Romania, August 2019, M. Janišová; c) Bănița, Romania, June 2020, M. Janišová.
Studies of traditional farming systems are well represented in the fields of cultural and environmental anthropology and its branches of ethnography (the in-depth study of a particular cultural group) and ethnology (the comparative study of ethnographic data, society and culture). For example, Romania has a long history of ethnographic research of peasant households and beliefs concerning the natural environment. Since the mid-19th century, folk knowledge regarding plants was systematically studied, firstly by folklorists such as Simeon Mangiuca (1831–1890) and Simion Florea Marian (1847–1907). The latter compiled an impressive Encyclopaedia of traditional culture with information concerning plants used by the local Romanian population, in a massive manuscript (12.000 pages and a herbarium, see
In the aforementioned studies, the information on grassland use is scarce and can be partially conceived from the other agricultural practices described. For example, piecemeal information on traditional agricultural practices can be found in studies concerning beliefs and/or feasts of the Romanian villages that involve work regulations, such as interdictions and calendar of the labours (see
The situation is fairly similar in the Ukrainian Carpathians. Despite active research by the ethnographers and geographers, studies on traditional farming practices are scarce. An exception is the widely studied Carpathian pastoralism (e.g.
Within the Western Carpathians, most ethnographical studies were published during the 1960s and 1970s by Polish and Slovak authors. Bronisława Kopczyńska-Jaworska focussed mainly on mountain shepherding traditions and undertook studies in Poland, Slovakia and Romania (e.g.,
Meanwhile, traditional rural cultures and local traditions became extinct in substantial areas of the Carpathian Mountains, limiting further ethnological research. Recently, traditional farming systems and local-ecological knowledge concerning meadows and pastures have been of interest for ethnologists (
We developed a specific methodological approach to study traditionally managed grassland in the Carpathian Mountains which encompasses most of its context-specific characteristics. It includes the study of biological objects (plants, vegetation and their formative environment) as well as sociological objects (people, human communities and rural cultures). Therefore, it combines several scientific disciplines: botany and ecology with anthropology and history.
The described methodology has been developed and first tested in 2017. Since then, it was customized and applied to study bio-cultural heritage in 31 sites during two projects (NGS-288R-18, VEGA 02/0095/19). While the inspiration for botanical sampling of plant diversity using the nested-plot-series comes from the standard EDGG methodology (
The study sites are to be selected in regions with long-term extensively managed grasslands (Figure
Instead of preferential plot selection within a site, a stratified random plot selection is applied in our approach. As land-use type is frequently determined by the terrain configuration and topography, the stratification is based exactly on these criteria. To maximise the variability in vegetation composition on plots, each site is stratified by slope inclination (flat, moderate, steep) and slope exposition (W-N-E vs. E-S-W). In each combination of inclination and exposition, a series of 7 nested plots of increasing size (Figure
Country overview of site and plot numbers, elevation range, geology, typology and phytosociological affiliation of grasslands sampled as of 31 October 2020.
Country | Number of sites | Number of plots | Elevation range (m) | Geological bedrock | Typology based on prevailing management schemes | Phytosociological affiliation to classes | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
permanent meadow | grazed meadow (spring or autumn grazing) | fallow meadow (crop-grassland rotation) | pastures (C-cow, SG-sheep and/or goat, H-horse, M – mixed) | abandoned | Festuco-Brometea | Molinio-Arrhenatheretea | Nardetea strictae | Mulgedio-Aconitetea | |||||
Austria | 1 | 6 | 235–473 | limestone | 0 | 0 | 1 | 3 SG, 1 H | 1 | 5 | 1 | 0 | 0 |
Czech Republic | 1 | 6 | 377–544 | flysch | 4 | 0 | 2 | 0 | 6 | 0 | 0 | 0 | |
Hungary | 2 | 12 | 147–556 | limestone, loess, sediments | 2 | 1 | 0 | 2 C, 1 SG, 2 H | 4 | 11 | 0 | 1 | 0 |
Poland | 1 | 6 | 904–1020 | flysch | 0 | 1 | 2 | 2 C | 1 | 0 | 5 | 1 | 0 |
Romania | 16 | 96 | 170–1330 | flysch, limestone, volcanic, acidic plutonic, sediments | 2 | 40 | 9 | 11 C, 20 SG, 13 M | 1 | 16 | 43 | 37 | 0 |
Slovakia | 6 | 36 | 190–1422 | limestone, volcanic, acidic plutonic, flysch, sediments | 3 | 3 | 6 | 5 C, 6 SG, 5 M | 8 | 18 | 12 | 4 | 2 |
Ukraine | 4 | 24 | 250–1053 | flysch, loess, sediments | 2 | 6 | 2 | 4 C, 1 SG, 4 M | 5 | 2 | 18 | 4 | 0 |
All | 31 | 186 | 147–1422 | 13 | 50 | 22 | 80 | 21 | 58 | 79 | 47 | 2 |
Sampling design within a site. Design consists of a circle of 25 km2 with a minimum of 10% managed grassland area. Topographic map is used for stratified random selection of sampling plots (red pins with numbers): two in a flat area, one on a moderate W-N-E slope, one on a steep W-N-E slope, one on a moderate E-S-W slope and one on a steep E-S-W slope. Sampling plots are selected exclusively in the CORINE grassland habitats (blue-coloured patches) and a satellite map is used to check the active land-use and avoid abandoned land parcels.
Arrangement of nested plots covering seven spatial scales. The sampling plots are established from the diagonal; after setting the location of the outer NE and SW corners, the inner NE and SW corners are set at 483 and 930 cm. Then the measuring tape is used to fix the 100-m2 plot and a special rope with nodes is used to fix the 10-m2 and the two 1-m2 plots. The 1-m2 sampling plots are placed in the NW and SE corners of the 10-m2 plot and their outer corners are used for permanent marking by metal nuts of 20 mm (NW corner) and 24 mm (SE corner) buried to a depth of 5 cm.
During the fieldwork, the location of the predetermined coordinates is identified and the actual vegetation is checked for homogeneity before a nested-plot-series is established. The nested plots cover seven spatial scales (0.0001 m2, 0.001 m2, 0.01 m2, 0.1 m2, 1 m2, 10 m2, 100 m2) and their arrangement is shown in Figure
a) Field equipment for biodiversity sampling includes 1: determination keys for local flora, 2: paper bags for soil and cryptogam samples, 3: plastic bags for plants to be determined later, 4: rope with nodes to allocate the small-sized plots, 5: 50-m long measuring tape for establishing the 100-m2 plot, 6 and 7: 2-m long measuring tape or folding meter for defining the smallest plots and for measuring soil depth and plant height, 8: magnifying glass for plant identification, 9: metal nuts of different size for fixing the corners, 10: writing tools, 11: GPS device, 12: shovel for taking soil samples, 13: tent pegs for fastening the rope, 14: steel rod to measure soil depth. b) Recording of the above-ground vascular plants, bryophytes and lichens starts at 1 cm2 of the SE and NW corners in the 10-m2 plots. It takes about 3 hours to inspect the whole area, but the time can differ depending on the size of the team and type of vegetation. Rzepiska, Poland, August 2018, M. Chilinski. c) The biggest challenge during the vegetation sampling is to identify each single stem or leaf. Șurdești, Romania, June 2018, K. Nurowska. d) Ethnological part of the vegetation survey builds on traditional ecological knowledge of local people. Ieud, Romania, June 2018, M. Janišová; e) Outdoor interview with local inhabitants reveals valuable details on the sampled land parcel as well as on the farming system in the village. Mărișel, Romania, August 2019, M. Janišová.
During the fieldwork, topography of each 10-m2 plot is characterised by elevation (m), inclination (°), and microrelief (small-scale variability of microtopography expressed as a deviation from a smooth plane in cm). Further topographic and climatic data can be calculated a posteriori (e.g. calculation of solar radiation from the latitude, slope and aspect data is possible using the approach of
Basic information on the management practices is obtained during the fieldwork using semi-structured outdoor or indoor interviews with the local farmers and landowners (Molnár et al. 2008). Our questions (see the section on question guidelines for the details) focus on agricultural practices used recently (since 2010) and during the two historical periods, 1950–1990 (the period of centrally planned economy in all investigated countries except Austria) and 1990–2010 (the period of market economy in all investigated countries). Based on the information from landowners and/or their neighbours we were able to derive several management variables with potential short- or long-term effects on grassland ecosystems, including the long-term effect of mowing, grazing, burning or ploughing, management stability, or the cumulative impact of recent traditional management practices which reflects both their heterogeneity and frequency. The cover of litter (cover of dead biomass on the plot surface) is estimated during the field sampling and can be used as a surrogate of grassland abandonment. Further important management variables include type of grazing animal(s) (e.g. horse, cow, sheep, goat, pig, goose), type of grazing system (e.g. spring grazing, autumn grazing, combination of spring and autumn grazing, whole-season grazing in enclosures, common pasture with whole-season free grazing, whole-season herding with a shepherd, folding/corralling), year of the last ploughing and the type of crop(s) grown at that time.
In addition to the management variables, we derived several variables that characterise the surrounding landscape and reflect the local historical grassland development. Along with the size of the actual land parcel around the sampling plot, we calculated the mean size of grassland parcels (in km2) within 1-km2 plot surroundings (a circle with a radius of 0.564 km centred at the plot) and the distance (in m) of the sampling plot to the nearest forest or hedge, using the satellite images (Google Earth). Proportion of non-forest habitats and habitat diversity in 4-km2 plot surroundings (a circle with a radius of 1.128 km centred at the plot) were derived from the CORINE land cover maps with spatial resolution of 10–50 m (Bossard et al. 2000). The 26 habitat classes distinguished in the plot neighbourhoods were combined into five habitat categories (water, non-forest, forest, agricultural, artificial) according to Janišová et al. (2014). The index of habitat diversity was calculated for each plot surroundings, based on the cover of 5 habitat categories in the plot neighbourhood as H = -∑pi ln pi where pi is the proportion of each habitat category.
Historical data on particular grassland parcels can be obtained from historical maps and, more recently, orthophotos (Figure
Historical maps and orthophotos are important sources of information about the historical and recent land use. In the picture we see the site of Ciosa (circled area) during the first (left) and second (middle) Habsburg military surveys, and in recent time (right picture). It is evident that the forest clearing occurred mostly during the last two centuries and the grassland area gradually increased.
The aerial and satellite photographs provide valuable plot-based management data, as they are usually available for several years or seasons. Radical interventions in the parcel vegetation by plowing and mowing can be usually dated and these data supplement information from landowners. Vegetation succession following abandonment or cessation of management activities can also be detected from aerial and satellite images.
Regional historical information is available from chronicle and archive materials. Chronical data mainly provides the demographic data and livestock numbers, while cadastral, konkretual (drawn up for the purpose of collecting taxes), or consolidation maps can be found in archives. The explanatory notes to these documents often contain valuable information on the historical management of individual land parcels. These data help to illustrate the context of the study region.
Along with the abovementioned sources, recent and historical literature is available on traditional agricultural practices, the latter mainly available in local languages only. Many pre-industrial agricultural textbooks are increasingly accessible online, as they fall out of copyright and become digitized by libraries (
An anthropologist or ethnologist investigates contemporary social and cultural characteristics of a community, but also often looks into the community’s history in order to understand the dynamics of the local culture. Qualitative methods are commonly used to carry out a social survey, because they are comprehensive (see
The first strategic method to gather information during a field research is the observation. The goal is to understand the cultural phenomena by observing and recording as much information as possible about the social context in study locations. Direct observation implies recording (using a notebook, dictaphone, camera or video recorder) what the researcher is seeing, focusing on each detail. This means paying attention to everything that the persons who are being observed are doing. An easy example of direct observation we used during our research is the filming of the creation of a haystack, which will allow the researcher to access the information at any time afterwards. The second type of observation is participant observation (see also
In order to gather local traditional ecological knowledge, interviews are frequently used, which is an interactive method that takes the form of a dialogue between the researcher and the members of the communities (see
There are several types of interviews that a researcher can choose from (see
After choosing the right type of interview that would fit the research, the next challenge is to find interviewees. It is recommended that the researcher is transparent about the reasons for the research and why (s)he would like to talk with people. In order to find out the best interlocutors when the community is unknown, it is advisable to make preliminary interviews with the local key stakeholders, such as the mayor, teachers, priests, or even veterinarians as we found out in the community of Șișești (Maramureș, Romania). These people could give valuable information about their own experiences concerning the topics of the interview, but they also can point to the people whom they think are suitable to participate in the research. This is similar to the snowball sampling technique, when research participants are asked to assist in identifying other potential local experts. This method is often applied in studies of traditional ecological knowledge, since it is known that local experts within a community are acknowledged by the community (
When conducting an interview, the researcher should ideally talk in a simple language, without using obscure or complex scientific terms that the interviewee may not understand. After explaining the reason for the interview, the researcher should first gain verbal permission for the interview to be recorded. Written permission can often be granted following the interview, once trust has been built. In some cases it is necessary to encourage the interlocutor in speaking, e.g by demonstration of importance of the information obtained, or using the probing techniques (see
In parallel to recording the dialogue, ethnologists commonly use a notebook during interviews to write down fieldnotes (see
The ethnological field survey is followed by transcription and translation of the recorded interviews, and interpretation of the obtained information. It should be noted that this phase of ethnological research usually require more time than the field survey.
Traditional farming can be studied at several hierarchical levels, such as the land parcel, the farm, the commune or the regional/national levels. Detailed knowledge about particular land parcels is often insufficient to understand the complexity of local traditions and requires additional historical information to set it in context. In order to guide researchers in this interdisciplinary approach, we have prepared a set of questions for interviewees with different foci.
Pro 1 : Teamwork enriches each of the participants
Participation of researchers from several disciplines allows for new insights and addresses the multifunctionality of traditional farming landscapes as a study object.
Pro 2 : Clear, detailed and unified methodology used for a huge area
The value of the data increases with the size of the area on which the method is applied. Methods with a similar degree of detail have so far been applied only locally, often without the possibility of comparison with other areas.
Pro 3 : Simple but robust sampling design
Thanks to the stratified random plot selection, the data are suitable for estimation of multiple diversity parameters. Species richness can be estimated at seven increasing spatial scales, while beta diversity and species pool can be estimated at the site level.
Pro 4 : Question guidelines are provided for ethnobotanical studies focussing on traditional farming
Our question guide was prepared by botanists and anthropologists in collaboration and both natural and social sciences qualifications were valued equally in its production. It is widely applicable in both disciplines.
Pro 5 : Historical and landscape information opens new horizons
Including historical and landscape information allows evaluation of vegetation change from new perspectives. History, landscape context, and management are increasingly seen by environmental scientists as key for understanding grassland biodiversity.
Pro 6 : Keeping valuable local ecological knowledge
Continuous abandonment of traditional agricultural practices across Europe raises concerns for the loss of traditional ecological knowledge (TEK;
Pro 7 : Estimating significance of management practices at the plot level
Gathering both vegetation and management data for all the plots allows for proofing the importance of particular management methods for biodiversity values.
Pro 8 : Capturing the grassland dynamics
In contrast to phytosociological sampling based on a single visit of the sampled area, our approach tries to capture the vegetation development by asking about the past. This methodology proves the dynamic management of grasslands, since it records precise agricultural practices that were carried out by individual farmers on the grasslands they own. Moreover, it shows how the continuity or discontinuity in traditional grassland management may correlate with current biodiversity patterns.
Con 1 : It is labourious and time consuming
The interview protocol was developed during the three years of our project. It was clear from the beginning that it is not possible for a single team to perform both the vegetation sampling and the interviews in numerous study sites, as the period between flowering of the grasses and the first cut is too short and also because the interviews need special skills to obtain high quality information. We started with a collection of questions to determine the workflow associated with the management of local grasslands by consulting agricultural workbooks (
Experience has shown that with good logistics, it is possible to carry out the vegetation survey part of our methodology on one study site in three days, concentrating on two land parcels (and nested plot series) per day. However, more than one visit to communities was necessary in order to carry out the anthropological part of our methodology (e.g. in certain situations where the local people do not have time to respond due to their daily activities, the researcher has to come back another time and try again). We found that the research team should ideally consist of two anthropologists to support each other in data collection particularly when the study site is new to the researchers. The best strategy is to make two teams, the anthropologists and the biologists, logistically independent, so that they can work together, but also in different places during a single day: either to go to the sampling parcel and to ask about the specific management practices for that very place, or to return to the village if there are no people nearby the parcel, or to stay in the settlement, visit the town hall and to take interviews that would provide more context concerning the local practices in general. Spending more time with the local communities would help the researchers to understand better the local practices and find suitably knowledgable interviewees.
Con 2 : It is concise and thus not always covering all important aspects
By focusing only on specific parcels in the landscape where the vegetation surveys are carried out, researchers may miss the wider picture of the agricultural practices and landscape management of the community. It is therefore recommended to integrate individual site-specific management with the wider agricultural and economic activities at the landscape level. Some of the activities at this level are organized by the community according to their own local rules. Consequently, it is usually necessary to obtain additional oral or historical information on the common use of resources in the recent past.
The database “Grassland with Tradition” is registered in Global Index of Vegetation-Plot Databases (GIVD, https://www.givd.info/faces/database_details.xhtml) with the identifier ID EU-00-032. As to 31 October 2020 it contains 186 nested plot series recorded in the Carpathian Mountains within seven different countries. The sampling was conducted during 2017–2020. The sampled plots are distributed at elevation between 147 and 1422 m (Figure
“Grassland with Tradition” database: Representation (as to 31 October 2020) of i) grassland syntaxa (phytosociological classes and alliances); ii) land-use categories; iii) types of meadows according to the presence/absence of additional management by ploughing and grazing; iv) types of pastures according to grazing animal(s).
“Grassland with Tradition” database: Distribution of living, modified, and abandoned tradition in grassland management of the sites studied so far (as to 31 October 2020). In each study site, six parcels were selected by a stratified random selection considering the topographic situation (aspect and slope) and habitat type (managed grassland). According to the actual land-use type on those parcels (consulted with the landowners) we distinguished three categories of grassland management: i) management according to continuous living tradition, ii) management according to modified tradition, and iii) management not based on tradition. Although the classification criteria of traditional land-use are sometimes fuzzy and subjective, clear differences in farming approaches are obvious between the Western and Eastern Carpathians.
M.J. conceived the idea, edited and analysed the database, and outlined the first draft of the text; M.J. and M.M. developed and described the botanical and A.I. and C.M.I. the ethnological parts of the methodology; all authors participated in the fieldwork, contributed to the database, discussed and commented on the previous versions of the manuscripts.
Financial support for the fieldwork was provided by the National Geographic Society, grant NGS-288R-18 on “Carpathian grasslands – genuine celebration of cultural and natural diversity”, and by the Slovak Academy of Sciences, grant VEGA 2/0095/19 on “Traditional ecological knowledge for grassland conservation and restoration”. We thank all people who contributed to the fieldwork, plant identification, analyses or logistics: Anna Bérešová, Alina Sorina Biro, Lubov Borsukiewicz, Vasyl Budzhak, Michał Chiliński, Illya Chorney, Iwona Dembicz, Katarína Devánová, Daniela Dúbravková, Thorsten English, Karel Fajmon, Alessandra Fidelis, Lara Gartler, Loredana Grill, Ivana Jongepierová, Roman Kish, Mykhailo Khytruk, Łukasz Kozub, Svatava Kubešová, Jan Kučera, Ina Kvakovska, Anna Kuzemko, Ihor Kuzemko, Lukáš Laffers, Silvia Maráková, Katarzyna Nurowska, Salza Palpurina, Yordan Palpurin, Harald Rötzer, András Schmotzer, Dariia Shyriaeva, Katarína Skokanová, Imelda Somodi, Pavel Širka, Iveta Škodová, Róbert Šuvada, Alla Tokaryuk, Eva Uhliarová, Viktor Virók, Denys Vynokurov, Susan Wiser. We thank Emmeline Topp for linguistic editing of the manuscript. Special thanks go to local farmers and inhabitants for their hospitality and sharing their knowledge, food, and other resources.