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S117
Ecological Applications,
13(1) Supplement, 2003, pp. S117–S137
q
2003 by the Ecological Society of America
THE IMPACT OF MARINE RESERVES: DO RESERVES WORK AND DOES
RESERVE SIZE MATTER?
B
ENJAMIN
S. H
ALPERN
Department of Ecology, Evolution, and Marine Biology, University of California, Santa Barbara, California 93106 USA
Abstract.
Marine reserves are quickly gaining popularity as a management option for
marine conservation, fisheries, and other human uses of the oceans. Despite the popularity
of marine reserves as a management tool, few reserves appear to have been created or
designed with an understanding of how reserves affect biological factors or how reserves
can be designed to meet biological goals more effectively (e.g., attaining sustainable fish
populations). This shortcoming occurs in part because the many studies that have examined
the impacts of reserves on marine organisms remain isolated examples or anecdotes; the
results of these many studies have not yet been synthesized. Here, I review the empirical
work and discuss the theoretical literature to assess the impacts of marine reserves on
several biological measures (density, biomass, size of organisms, and diversity), paying
particular attention to the role reserve size has in determining those impacts. The results
of 89 separate studies show that, on average, with the exception of invertebrate biomass
and size, values for all four biological measures are significantly higher inside reserves
compared to outside (or after reserve establishment vs. before) when evaluated for both
the overall communities and by each functional group within these communities (carniv-
orous fishes, herbivorous fishes, planktivorous fishes/invertebrate eaters, and invertebrates).
Surprisingly, results also show that the relative impacts of reserves, such as the proportional
differences in density or biomass, are independent of reserve size, suggesting that the effects
of marine reserves increase directly rather than proportionally with the size of a reserve.
However, equal relative differences in biological measures between small and large reserves
nearly always translate into greater absolute differences for larger reserves, and so larger
reserves may be necessary to meet the goals set for marine reserves.
The quality of the data in the reviewed studies varied greatly. To improve data quality
in the future, whenever possible, studies should take measurements before and after the
creation of a reserve, replicate sampling, and include a suite of representative species.
Despite the variable quality of the data, the results from this review suggest that nearly
any marine habitat can benefit from the implementation of a reserve. Success of a marine
reserve, however, will always be judged against the expectations for that reserve, and so
we must keep in mind the goals of a reserve in its design, management, and evaluation.
Key words: marine reserves; reserve design; reserve effect; reserve size; trophic cascades.
I
NTRODUCTION
Marine reserves (also called marine protected areas,
no-take zones, marine sanctuaries, etc.) have recently
become a major focus in marine ecology, fisheries man-
agement, and conservation biology. Interest stems in
part from the realization that traditional forms of fish-
eries stock management are inadequate, as evidenced
by the historical and recent collapse of many fisheries.
In addition, traditional management methods such as
maximum sustainable yield estimates are inadequate
for addressing the multiple types of anthropogenic im-
pacts on marine life such as over-fishing, certain fishing
methods, pollution, coastal development, and other hu-
man-derived impacts. Marine reserves have been pro-
posed as an efficient and inexpensive way to maintain
and manage fisheries while simultaneously preserving
Manuscript received 27 September 1999; revised 1 March
2001; accepted 30 March 2001; feature accepted 21 February
2002. For reprints of this Special Issue, see footnote 1, p. S3.
biodiversity and meeting other conservation objectives
as well as human needs (Plan Development Team
[PDT] 1990, Ballantine 1992, Dugan and Davis 1993,
Bohnsack 1996, Nowlis and Roberts 1997, Allison et
al. 1998, Lauck et al. 1998).
Despite the popularity of marine reserves as a man-
agement tool, decisions on the design and location of
most existing reserves have largely been the result of
political or social processes (Jones et al. 1992, Agardy
1994, McNeill 1994); until very recently, little work
has been done to understand or include biological con-
siderations in reserve placement or design. A fair
amount of recent work has attempted to try to under-
stand and quantify the biological impact of marine re-
serves. However, these efforts have been scattered
around the world and in the scientific literature, so the
results are often not easily accessible to people trying
to design marine reserves. Relatively little work has
been done to assess the success of reserves in general
(Roberts and Polunin 1991, 1993, Jones et al. 1992,
S118
BENJAMIN S. HALPERN
Ecological Applications
Special Issue
Dugan and Davis 1993), and all of it has been anecdotal
in nature. In an attempt to draw together all of these
results, I have reviewed and synthesized the findings
of marine reserve evaluations in order to assess the
effectiveness of marine reserves. In particular, I eval-
uated how marine reserves have affected four biolog-
ical measures (density, biomass, size, and diversity of
organisms) within the reserves, and examined if re-
serve size influences the magnitude of these reserve
effects. Specifically, I asked:
1) What are the impacts of marine reserves on the
above four biological measures?
2) Is the magnitude of the effect of a reserve on
biological measures related to the size of the reserve
(i.e., does size matter)?
3) Does trophic structure change with the imple-
mentation of a reserve?
4) Does the goal of a reserve (e.g., fishery manage-
ment vs. biodiversity conservation) influence how large
a reserve needs to be?
5) What biases or problems exist in the current lit-
erature regarding reserve assessment and/or reserve de-
sign, and what can be done to remedy these problems?
Theoretical endeavors have produced some predic-
tions for a few of these questions. Modeling efforts
aimed at fisheries management have suggested that bio-
mass of reproductively active fish (spawning stock bio-
mass) should generally increase as a result of reserve
protection (Polacheck 1990, DeMartini 1993, Quinn et
al. 1993, Attwood and Bennett 1995, Man et al. 1995).
Concomitantly, reserves are predicted to increase spill-
over of fishes to areas outside of the reserve, an effect
that is likely to be positively correlated with higher
density of fishes inside the reserve (Russ et al. 1992,
Hockey and Branch 1994). Organism size and diversity
are generally assumed to follow these trends as well,
since reserve protection should allow for individual
organisms to grow larger (i.e., not be fished out of the
system once they reach a certain size) and may also
provide protection for species that are normally fished
to local extinction. This review will help assess the
validity of these predictions.
No direct efforts have been made to evaluate how
reserve size itself affects the impact of reserves on any
of these biological measures, although it is usually as-
sumed that bigger reserves will always be ‘‘better.’’
The literature on the theory of island biogeography
(MacArthur and Wilson 1967; reviewed by Diamond
and May 1976) predicts that species diversity should
increase with area, and so larger reserves should con-
tain more species. However, the theory of island bio-
geography does not address how reserve protection
might influence species diversity at a particular loca-
tion, and so few predictions can be made about how
reserve size might affect the impact marine reserves
have on species diversity. This review in particular
addresses if reserve size affects the impact marine re-
serves might have on all four biological measures (den-
sity, biomass, size, and diversity).
Marine reserves are also predicted to lead to trophic
cascade effects, in that protection from fishing may
allow top predators to become more abundant in a re-
serve, which may in turn reduce the abundance of prey,
releasing the subsequent trophic level from predation
pressure, etc. (Steneck 1998; see also Sala et al. 1998).
If this general pattern holds across reserves, then large
increases in carnivore abundance and/or size should be
associated with smaller differences or even reductions
in prey populations.
Independent of the many predictions of the above
models, most people simply assume that marine re-
serves provide the functions expected of them (such as
increasing numbers of fish within and outside a re-
serve). Reserve success stories end up serving as the
primary evidence for these assumptions, even though
many examples exist where reserves did not provide
the necessary functions. The main goal of this review
is to evaluate the success of marine reserves in a quan-
titative way, and to assess what role reserve size plays
in determining the magnitude of the reserve effect.
M
ETHODS
Source selection
This review addresses the biological impacts of ma-
rine reserves and the implications of these impacts for
reserve design. I limited my literature search, therefore,
primarily to ecological journals. Policy and manage-
ment journals, which deal with issues such as cost-
efficient design, selection criteria, prioritization
schemes, etc., do not include biological data and so are
not relevant to this review.
I searched for empirical research in which reserves
were actually surveyed. Criteria for inclusion of a study
in this review were that (1) data from both before and
after the creation of the reserve or from inside and
outside of a reserve were reported, (2) no known har-
vesting occurred within the marine reserve, and (3) the
observations measured at least some of the biological
variables of interest. Studies examining processes only
inside a reserve were not included because they did
not have a control site. Similarly, I omitted surveys
concerning the impact of marine reserves on fishing
effort because they did not address biological mea-
sures. Finally, I looked only at no-take reserves because
it allowed me to exclude fishing effort as a possible
factor affecting the impact of reserves. I included work
from gray literature (e.g., conference proceedings, re-
ports, lab bulletins, etc.) if it met my criteria. Using
these criteria, I found 89 empirical studies of marine
reserve effect that made 112 independent measures of
marine reserves (i.e., some studies examined several
reserves, and some reserves were examined by several
different studies). Of these 89 studies, I was able to
February 2003 S119
IMPACT OF MARINE RESERVES
T
ABLE
1. Fish families and their functional group classifi-
cations.
Herbivores
Planktivores/
invertebrate
eaters Carnivores
Acanthuridae
Kyphosidae
Pomacentridae
Scaridae
Siganidae
Zanclidae
Anthiidae
Apogonidae
Atherinidae
Balistidae
Belonidae
Caesionidae
Batrachoididae
Bothidae
Carangidae
Carcharhinidae
Centracanthidae
Centropomidae
Chaetodontidae
Clupeidae
Dasyatidae
Diodontidae
Gerreidae
Gobiidae
Holocentridae
Labridae
Coracinidae
Gadidae
Haemulidae
Letherinidae
Lutjanidae
Muraenidae
Pomatomidae
Sciaenidae
Lagocephalidae
Myliobatidae
Mullidae
Nemipteridae
Pomacanthidae
Syngnathidae
Tetraodontidae
Scombridae
Scorpaenidae
Serranidae
Soleidae
Sparidae
Sphyranidae
Notes:
These classifications are natural groupings based on
those made in the reviewed literature. Mugilidae, Elopidae,
Ariidae, Ephippidae, Cichlidae, and Blennidae, which were
observed in a few of the studies reviewed here, do not fit well
into a single category and so are not included in functional
group analyses. They are included in overall values and anal-
yses.
use 81 for qualitative analyses and 69 for quantitative
analyses.
I also examined theoretical articles for predictions
about how biological measures should respond to re-
serve protection, but only if a significant portion of the
article addressed biological issues of marine reserve
design. These articles often proposed models or offered
reviews of specific issues (many of these I discussed
in
Introduction
). Most management and policy litera-
ture addresses logistical, economic, or sociological as-
pects of marine reserves and was not included in this
review.
Data extraction and formatting
To determine the size of a reserve, I considered only
the part of the reserve that was fully protected (i.e., a
no-take zone; in two cases it was a zone of no spear-
fishing). If the source paper did not mention the reserve
size specifically, I used the World Conservation Mon-
itoring Center’s web site,
1
McArdle (1997), or com-
munication with the authors of the studies to determine
reserve size. I was unable to find sizes for five reserves
and therefore only include them in my analyses of gen-
eral reserve effect. The appendix lists the reserve sizes
I was able to find.
Although the way in which data were reported varied
among the studies of reserve effect, the type of data
reported was fairly consistent. Studies examined the
effect of marine reserves on the density, biomass, mean
size, and diversity (measured as species richness) of
organisms within the reserves, although few studies
examined all four of these biological variables. The
effect of the marine reserves on these measures was
reported either as a qualitative trend (e.g., ‘‘fish density
was higher in the marine reserve’’) or a quantitative
difference (e.g., ‘‘lobster biomass increased 250%
since the date of inception of the marine reserve’’). I
recorded both of these types of data as a trend of the
reserve having higher values than nonreserve areas.
The latter example I also recorded as a numerical dif-
ference of 3.5 (i.e., 250% equals a 3.5-fold increase).
An overall trend and the mean for all numerical val-
ues were calculated for all species examined in a given
study, regardless of the number of species in each
study. In five cases (Moreno et al. 1984, 1986, Castilla
and Duran 1985, Cole et al. 1990, MacDiarmid and
Breen 1992), several species were examined but results
were presented for only one or a few species. Overall
values in these cases represent only the species with
reported data. Since many studies only examined a sin-
gle species, overall values can represent anywhere from
one to several hundred species.
In separate analyses, I examined data by functional
group when it was provided. The functional groups
were invertebrates, herbivorous fishes, planktivorous/
1
URL:
^
http://www.wcmc.org.uk:80/marine/data/
&
invertebrate-eating fishes, and carnivorous fishes (see
Table 1 for fish family classifications). Data for families
or species that did not fall into one of these functional
groups (such as omnivores) were omitted since there
were too few of these data to allow for separate sta-
tistical analyses. I treated each family (or species if the
study only looked at a single or a few species) as a
separate data point for analysis. This method avoided
redundancy; many studies collected data for only one
functional group, and if I were to sum all data for a
functional group from a study and then calculate a
mean, the functional group results would look very
similar to the overall values. Calculating grand means
of the functional-group data allowed for a more ac-
curate picture of the effect reserve protection can have
on a particular family or species, since each family or
species value was recorded as a separate datum and
not summed across all organisms within the same func-
tional group within a study.
I extracted qualitative and quantitative data from the
text, tables, and bar graphs presented in the articles.
While data extraction from text and tables was straight-
forward, data extracted from graphs were slightly less
precise, since these values were estimated by measur-
ing the height of the bars against the
y
-axis. I tabulated
data regardless of the reported significance values.
Overall values of differences between reserve and non-
reserve areas were often provided, or I calculated them
S120
BENJAMIN S. HALPERN
Ecological Applications
Special Issue
F
IG
. 1. Sizes of the reserves reviewed inthis
study. Reserve size is in square kilometers and
is binned on a log scale. The range of reserve
sizes is 0.002–846 km
2
.
as the mean of the summed values for all groups or
species listed. For example, Roberts (1995) lists the
overall density and biomass for fish inside and outside
the marine reserve in Saba, Netherland Antilles, as well
as density values for several families of fish. I used the
overall totals to calculate differences in biological mea-
sures as a result of reserve protection, and then cal-
culated values for each family and averaged those to
give functional group differences.
Because overall values integrate across all species
studied, an extremely abundant species can dispropor-
tionately influence these overall values. For example,
Cole et al. (1990) report that all but one species had
higher density inside the reserve compared to outside.
The one species that was very abundant, however, was
much more numerous outside the reserve, and so the
mean overall value ends up indicating lower density
levels as a result of reserve protection. Analysis of the
data at the functional group level as well as for overall
values allowed this sort of ‘‘single-species’’ influence
to be isolated. Although total density for all fish was
lower inside the reserve (the entire community value),
functional group analysis showed that most species had
higher values inside the reserve.
Data from relevant work were occasionally described
in articles that I could not obtain (Ayling and Ayling
1986, as cited in Jones et al. 1992; Spanier 1984 and
Hunt et al. 1991, both cited in Childress 1997); I in-
cluded these data as separate entries in my database,
but only as trends (except for one datum). All studies
and data used in my analyses are listed in the appendix.
Most studies compared inside vs. outside a reserve
at a single point in time, and so I report these data as
the ratio of these values (inside divided by outside).
Several studies were able to survey an area before and
after a reserve was put in place; I present these data
as the ratio of after divided by before. A few studies
had both before/after and inside/outside (for reference)
data (Alcala 1988, Russ and Alcala 1989, 1996, 1998
a
,
b
, Alcala and Russ 1990, Bennett and Attwood 1991,
Dufour et al. 1995, Edgar and Barrett 1999). For these
cases, I report values as the ratio of after to before,
adjusted by the difference in the reference (outside)
values over the same time period. Occasionally data
were collected after protection of a marine reserve
broke down (Davis 1977, Russ and Alcala 1996,
1998
a
). To standardize these results with the rest of
the data, I report these values as if the effect were
reversed. In other words, if density of a fish dropped
with the loss of protection, I recorded the reserve as
increasing the density of that fish.
Ratios greater than 1 represent higher levels of a
biological measure within a reserve relative to non-
reserve areas, while ratios between zero and one rep-
resent lower levels. If a biological measure began at
or went to zero, I was unable to create a ratio and was
therefore unable to use these data. To normalize the
distribution of the ratios, I log-transformed the values.
I use these log ratios for all analyses. In the end I back
transformed ratios to aid in interpretation of the results.
A reported ratio of 2.5 means that the value inside a
reserve or after the establishment of a reserve was 2.5
times (or 150%) higher relative to outside (or before)
the reserve.
In a few cases the trend was reported as not statis-
tically significant, but I still used the data provided to
calculate ratios. In these cases I recorded the trend as
no difference but used the ratio for calculations of re-
serve and size effects on biological measures. For the
majority of these cases the nonsignificant difference is
in a negative direction; therefore, using these values
can only add a slight bias against finding a positive
reserve effect.
In seven cases (see Appendix), data from several
noncontiguous reserves were presented as a single val-
ue. I treated these values as representing a single re-
serve of the summed sizes of the reserves. In only one
case was the total size
.
30 km
2
, and so this method
should not create a bias for large reserves in my anal-
yses of reserve size effects.
Several studies made multiple measurements in cat-
egories I did not consider in this review, such as by
season (
n
5
2), depth (
n
5
3), habitat (
n
5
2), size
classes (
n
5
1), or for several sites within a reserve (
n
5
6). In these cases, I averaged the values into a single
value. When data for multiple years were presented, I
February 2003 S121
IMPACT OF MARINE RESERVES
F
IG
. 2. Differences in biological measures (density [no./
area], biomass [mass/area], mean size of organism, and di-
versity [total species richness]) between inside a reserve and
outside a reserve (or after vs. before) for all organisms (A)
and for each functional group (B–E). The numbers of inde-
pendent reserve measurements that were associated with each
trend are plotted for each biological measure: white bars rep-
resent lower values inside the reserve, gray bars represent no
difference between reserve and nonreserve areas, and dark
bars represent highervalues inside thereserve.
P
valuesabove
the bars are significance values for chi-square tests values
←
for chi-square tests of differences between frequencies among
observations (null hypothesis: no difference in frequency);
NS
, not significant.
used only the data for the final year to allow for the
longest time of protection and minimize the likelihood
of a time effect (see
Discussion
). If reserve protection
was initiated during the course of a study, then the data
were treated as a before/after case.
In a few cases I needed to make minor calculations
to make reported data congruent with the other studies.
For example, if only a range of differences in some value
was reported, I used the median of this range to ap-
proximate the mean difference. In two cases, only abun-
dance values were given, with no reference to the area
surveyed or the effort expended (Hunt et al. 1991; cited
in Childress 1997, and Grigg 1994). I used these data
to create ratio values, even though they might not ac-
curately reflect the actual density of fish within the re-
serves. All other density values are per area or per effort.
A final difficulty arose in cases where only trends
were reported and some species or families showed one
trend while others showed a different trend. This oc-
curred only three times (Duran and Castilla 1989, Ben-
nett and Attwood 1991, Watson and Ormond 1994). In
these cases, I used the trend for the majority of the
species or families for overall values. For example,
Watson and Ormond (1994) reported that 15 species
had greater density inside the reserve, 34 showed no
difference, and two showed lower density. I recorded
this as a trend of no difference for overall density, even
though many species did have greater numbers inside
the reserve.
R
ESULTS
General descriptions of reserves studied
Reserve size varied over six orders of magnitude (see
Fig. 1). Mean reserve size was 44.1 km
2
, although half
of the reserves were between 1 and 10 km
2
and the
median reserve size was 4.0 km
2
. The largest reserve
(which was actually a collection of reserves) was 846
km
2
; the smallest reserve was 0.002 km
2
.
The number of species surveyed in each study also
varied widely, but the majority of studies fell into one
of two categories: almost half of the measurements
were of five or fewer species, and almost half were of
50 or more species.
The distribution between studies conducted in trop-
ical climates and those conducted in temperate climates
was fairly equal. Forty-one percent of studies were con-
ducted in temperate regions and the rest were con-
ducted in tropical areas. However, nearly all of the
studies looked at organisms associated with reefs—
coral reefs for tropical regions and rocky reefs and
intertidal zones for temperate areas (although other
S122
BENJAMIN S. HALPERN
Ecological Applications
Special Issue
T
ABLE
2. Mean squares and
F
ratios for one-way ANOVA tests of the association of mean reserve size and the three trend
categories (less than, no difference, greater than) for each biological measure in each functional group.
Effect
O
df
MS
F
C
df
MS
F
Density
Biomass
Organism size
Diversity
2, 97
2, 38
2, 49
2, 56
2528.1
204 465.0
594.8
3798.3
0.179
11.084
0.068
0.291
2, 116
2, 53
2, 24
2, 23
2821.9
610.8
1520
119.3
0.817
0.044
0.205
1.342
Notes: P
values for all cases are
.
0.07, except for overall biomass (
P
5
0.002), suggesting that there is no effect of
reserve size in qualitative changes associated with reserve establishment. Abbreviations: O
5
overall, C
5
carnivores, H
5
herbivores, P/I
5
planktivores/invertebrate eaters, and I
5
invertebrates.
†Only two trend categories were available for these tests.
habitats such as seagrass beds existed within these re-
serves).
Qualitative results
Effect of marine reserves on biological measures
.—
Overwhelmingly, reserves were associated with higher
values of density, biomass, organism size, and diversity
of species for overall trends and for all four functional
groups (Fig. 2). Invertebrate biomass and size were the
only exceptions. Moreover, few reserves showed lower
levels for any biological measure. This pattern is par-
ticularly striking for the analysis of all species com-
bined (overall group; Fig. 2A): 63% of reserves had
higher density (Chi-square test,
P
K
0.001), 90% of
reserves had higher biomass (
P
K
0.001), 80% of re-
serves had larger organisms (
P
K
0.001), and 59% of
reserves had higher diversity (
P
K
0.001). Only a small
minority of reserves had lower values for these bio-
logical measures (7%, 0%, 2%, and 10% of reserves
had lower density, biomass, organism size, and diver-
sity, respectively). Reserves in general, therefore, usu-
ally had higher values, less often had no effect, and
rarely were associated with lower values of the four
biological measures.
Results are similarly striking when analyzed by func-
tional group. For carnivorous fishes (Fig. 2D), 66% of
reserves had higher density (
P
K
0.001), 84% of re-
serves had higher biomass (
P
K
0.001), 83% of re-
serves had larger organisms (
P
,
0.001), and 74% of
reserves had higher diversity (
P
,
0.05). Reserves rare-
ly were associated with lower values for any measure
for carnivores; lower values occurred in only 3–17%
of the cases (Fig. 2D). For planktivorous and inver-
tebrate-eating fishes (Fig. 2C), 62% of reserves had
higher density (
P
K
0.001), 55% of reserves had higher
biomass (
P
,
0.025), 55% of reserves had higher di-
versity (
P
,
0.005), and 89% of reserves had larger
organisms (
P
5
0.066). Although the difference in the
trend for size of planktivorous fishes is not quite sta-
tistically significant, all but one of the reserves were
associated with larger such organisms. For the other
biological measures, only 5–18% of the reserves had
lower values (Fig. 2C).
Herbivorous fishes showed similar patterns (Fig. 2B):
53% of reserves had higher density (
P
,
0.01) and 63%
of reserves had higher biomass (
P
,
0.05). No difference
existed between reserves and nonreserves for herbivore
size or diversity; however, there was only one case of
a lower value for both variables within reserves and six
of nine cases showed positive differences in herbivore
size. Therefore, herbivore size and diversity are usually
higher or unchanged as a result of reserve protection.
Herbivore density and biomass were lower in only 13%
and 11% of the reserves, respectively.
Finally, for the invertebrate functional group (Fig.
2E), 50% of the reserves had higher density (
P
,
0.05)
and 83% had larger organisms (
P
,
0.001), but biomass
and diversity were not statistically different between
reserve and nonreserve areas. Sample size for these
latter two categories was fairly small (
n
5
11 for bio-
mass and
n
5
12 for diversity), and so it is difficult to
draw robust conclusions.
In summary, most of the biological measures were
higher inside reserves. The next most common result was
no difference from the non-reserve conditions. Rarely did
reserves have lower values for density, biomass, size, or
diversity, both overall and within functional groups.
The role of reserve size in determining reserve effect
I also used the qualitative data to investigate whether
reserve size influences the trends seen in the previous
section. For instance, were reserves that showed the
largest differences more likely to be larger reserves?
In all cases but one, the mean size of reserves for each
of the three trend categories (less than, no difference,
and greater than) for both overall and functional group
categories were statisticallyindistinguishable(one-way
ANOVA,
P
#
0.08 for all cases; see Table 2). This
result implies that the proportional effect of a reserve
is independent of reserve size.
The only case where reserve size appeared to have
an effect was for overall biomass. In this case, reserves
were never associated with lower biomass levels (a
trend of ‘‘less than’’). The mean size of a reserve in
the no difference category was larger than the average
reserve size in the ‘‘greater than’’ category (Tukey test,
P
,
0.05), but one of the three reserves in the no
February 2003 S123
IMPACT OF MARINE RESERVES
T
ABLE
2. Extended.
P/I
df
MS
F
H
df
MS
F
I
df
MS
F
2, 81
1, 17
1, 9
2, 44
30.9
170
24.3
377.6
0.180
2.601†
1.193†
2.177
2, 51
2, 17
2, 9
2, 30
67.2
92.3
140.6
157.5
0.501
1.456
3.995
0.792
2, 53
1, 10
2, 28
2, 11
12327
360.3
256.3
14282
1.525
2.068†
1.156
0.733
F
IG
. 3. Log difference ratios (inside a reserve vs. outside, or after a reserve vs. before) for each biological measure for
overall values as a function of reserve size. Data are plotted as the log of the ratio vs. the log of reserve size. Because the
ratio is log-transformed, lines drawn at log ratio
5
0 show where reserves had no effect. Points above this line represent
values greater than zero for the biological measure; points below the line represent values less than zero. In all cases except
invertebrate biomass, log ratio values were significantly different from zero (Table 2). The slopes of all regression lines are
not significantly different from zero (
P
values for linear regression analyses are in the upper left corner of each plot),indicating
that reserves of all sizes showed similar proportional differences to nonreserve areas.
difference category was nearly an order of magnitude
larger than all other reserve sizes.
Quantitative results
Functional group response to reserve establish-
ment
.—As expected, mean values of ratios for all bi-
ological measures in each functional group, except in-
vertebrate biomass and size, are significantly greater
than zero (two-tailed Student’s
t
test,
P
,
0.025 for all
cases) indicating a consistently positive effect of re-
serve establishment on density, biomass, size of or-
ganism, and diversity (Table 3). This pervasive positive
effect can be seen clearly in Figs. 3–7, where results
for each reserve are plotted against reserve area. Nearly
all points in all figures lie above the log ratio
5
0 line,
indicating that values are almost always higher inside
of reserves (or after reserve protection).
The two exceptions to this are invertebrate size and
biomass. Invertebrate size inside reserves is signifi-
cantly less than zero (two-tailed Student’s
t
test,
P
,
0.005), and invertebrate biomass is indistinguishable
from zero (two-tailed Student’s
t
test,
P
5
0.053), in-
dicating that reserves may lower invertebrate size and
have little effect on invertebrate biomass. However,
invertebrate biomass values were highly influenced by
extremely bimodal data and invertebrate size values
were skewed by a single low datum (see Fig. 7). Re-
moval of this single datum leads to higher mean size
values roughly equal to those for all other functional
groups,
;
20% (a 1.2-fold increase). I discuss these
factors in greater detail in the
Discussion.
To determine if marine reserves affect functional
groups differently, I tested if ratio values for density,
biomass, size of organism, and diversity were different
from each other. In all cases but two, ratio values of
the functional groups were not statistically different
from each other or from overall values (one-way AN-
OVA,
P
.
0.13 for all cases excluding the two excep-
S124
BENJAMIN S. HALPERN
Ecological Applications
Special Issue
T
ABLE
3. Mean ratios of each biological measure (value inside the reserve divided by the value outside of the reserve or
before the creation of the protected area), for each functional group and for all trophic groups together.
O C P/I H I
Density
Biomass
Organism size
Diversity
1.91
6
0.28***
2.92
6
0.92***
1.31
6
0.07***
1.23
6
0.07***
2.21
6
5.63*
3.12
6
1.23***
1.31
6
0.10***
2.40
6
0.43***
1.85
6
0.56***
2.38
6
2.19**
1.23
6
0.13***
1.35
6
0.37***
2.39
6
2.67**
3.33
6
4.82**
1.52
6
0.36**
1.39
6
0.27***
2.04
6
6.15*
0.25
6
2.23
0.80
6
0.17***
1.08
6
0.22**
Notes:
Values are presented as the mean (calculated from the log-transformed data, then back transformed), plus or minus
the standard error (calculated from the nontransformed data). Invertebrate biomass and organism size and herbivore organism
size all have six or fewer cases. Abbreviations: O
5
overall, C
5
carnivores, H
5
herbivores, P/I
5
planktivores/invertebrate
eaters, and I
5
invertebrates.
P
values for two-tailed Student’s
t
tests, testing if the mean values are equal to zero, are as
follows: *
P
,
0.05, **
P
,
0.025; ***
P
,
0.001. For invertebrate biomass,
P
5
0.053.
F
IG
. 4. Log difference ratio of each biological measure for herbivores as a function of reserve size. See Fig. 3 legend
for explanation of the graphs. No
P
value is reported for organism size since there were too few data to perform a regression
analysis.
tions). The two exceptions are invertebrate biomass,
which had lower mean values inside (or after) reserves
(one-way ANOVA,
P
,
0.025), and carnivore diver-
sity, which had much higher values than other groups
(one-way ANOVA,
P
,
0.0001).
Interestingly, these results do not show a consistent
pattern indicative of trophic cascades, where higher
densities or biomass of carnivores would be matched
by decreases in prey functional groups. In the discus-
sion, I offer possible explanations for why trophic cas-
cades were not obviously present here.
Effects of reserve size
Figs. 3–7 show the log of the ratio for each biological
measure plotted against reserve size for overall values
and for each functional group. The slopes of the re-
gressions for all measures in all functional groups vs.
reserve size are not significantly different from zero
(linear regression analysis,
P
.
0.12 for all cases; see
figures for exact
P
values), indicating that reserve size
has no apparent impact on proportional differences.
There were only four data points for herbivore size,
and so regression analysis was not possible for this
case. Thus, the relative impact of reserves on all bio-
logical measures in each functional group was signif-
icantly positive, and this relative impact appears to be
independent of reserve size. I discuss the implications
of this in the
Discussion.
D
ISCUSSION
These results demonstrate that reserves are associ-
ated with higher values of density, biomass, organism
size, and diversity for overall values as well as for all
functional groups. This is strong support for the many
claims made that marine reserves ‘‘work.’’ The results
of this study also support the predictions of many fish-
eries models; reserve protection should increase bio-
February 2003 S125
IMPACT OF MARINE RESERVES
F
IG
. 5. Log difference ratio of each biological measure for planktivore/invertebrate eaters as a function of reserve size.
See Fig. 3 legend for explanation of the graphs.
F
IG
. 6. Log difference ratio of each biological measure for carnivores as a function of reserve size. See Fig. 3 legend
for explanation of the graphs.
mass (Polacheck 1990, DeMartini 1993, Quinn et al.
1993, Man et al. 1995) and density (which is probably
correlated to the spillover of fish to nonreserve areas;
Russ et al. 1992, Hockey and Branch 1994) within a
reserve. This is an encouraging conclusion in that at
least some of the fishery and conservation expectations
for current and future marine reserves have been met
and can be realized.
These results also provide some guidelines for the
magnitude of change in biological measures we can
expect as a result of marine reserve protection. On
average, creating a reserve appears to double density,
nearly triple biomass, and raises organism size and di-
versity by 20–30% relative to the values for unpro-
tected areas (see overall values in Table 3). It is im-
portant to remember, however, that these values have
S126
BENJAMIN S. HALPERN
Ecological Applications
Special Issue
F
IG
. 7. Log difference ratio of each biological measure for invertebrates as a function of reserve size. See Fig. 3 legend
for explanation of the graphs.
considerable variance and cannot be used to predict
how a specific reserve will affect particular organisms
and communities.
The results for invertebrates are less clear than for
the other functional groups, but nevertheless do not
detract from the general results. Invertebrate density
trends and numerical values were predominantly pos-
itive, as was the case for the other functional groups.
The invertebrate size results might at first glance appear
to be contradictory; qualitative results showed that a
vast majority of reserves held larger organisms while
quantitative data imply that invertebrates are generally
smaller in reserves. As was mentioned in the
Results,
however, the quantitative data were highly influenced
by a single datum; removal of that datum led to new
mean size values roughly equal to those for all other
functional groups, about 20% higher inside the re-
serves. For invertebrate diversity, analysis showed that
reserves were equally likely to be associated with low-
er, no difference, or higher trend values. However, sam-
ple size was small and the quantitative value was sig-
nificantly positive, indicating that, on average, diver-
sity will be higher inside reserves. Invertebrate biomass
was lower within reserves, but as already described,
these data were extremely bimodal, with reserves lead-
ing to either much higher or much lower levels of bio-
mass. For the most part, the high values came from
studies on lobsters and exploited intertidal inverte-
brates, while the lower values were from measurements
of urchin biomass levels, which dropped within a re-
serve when numbers of urchin-feeding fishes increased.
The implication here is that, for invertebrate biomass
in particular, the effect of reserve protection will de-
pend in part on the exploitation level of the invertebrate
and its position in the food chain. I discuss below other
ways in which the organisms being studied might im-
pact the way in which reserves are perceived to per-
form.
It is also important to distinguish between how di-
versity is affected by reserve protection as distinct from
the other three biological measures. Diversity in this
review is actually species richness, which is not mea-
sured per unit area or effort, as are density and biomass.
While it is quite possible for both small and large re-
serves to have the same initial values of density or
biomass (e.g., 2 fish/m
2
), larger reserves almost always
initially contain more species than smaller reserves.
Therefore, finding equal proportional increases in di-
versity for small and large reserves actually indicates
a greater absolute increase in species numbers for the
larger reserve. Furthermore, a single individual of a
new species has a large impact on species richness
measures, whereas a single individual has little impact
on overall density, biomass, or organism size. Larger
reserves are more likely to contain rare species simply
because they encompass a greater area. In addition,
diversity values will be somewhat dependent on the
effort used to measure them; a long search will more
likely produce a rare species than a short search. How-
ever, effort was not standardized in any way between
studies.
A surprising result of this review is that the relative
magnitude of the effect of a reserve on a biological
measure appears to be independent of reserve size. A
small reserve can double biomass per unit area just as
likely as a large reserve can. This result holds even for
February 2003 S127
IMPACT OF MARINE RESERVES
extremely small reserves; for example, reserves in both
St. Lucia (0.026 km
2
) and Chile (Las Cruces: 0.044
km
2
) were associated with significantly larger values
in the biomass and size of the organisms within the
reserve compared to nonreserve areas (Castilla and
Bustamante 1989, Roberts and Hawkins 1997). The
reserve in St. Lucia is particularly noteworthy because
even large, mobile fishes seemed to benefit from the
small reserve, suggesting that small reserves can work
even for mobile organisms. Furthermore, many of the
small reserves were located haphazardly, yet still pos-
itively affected the organisms within them. If small
reserves are more strategically placed, for example on
spawning grounds or along migratory routes, their im-
pact may be even greater.
When considering the results of this review it is ex-
tremely important to keep in mind the distinction be-
tween absolute and relative effects of reserve protec-
tion. Even small reserves appear to be able to increase
density, biomass, size, and diversity of organisms, and
small and large reserves can show the same propor-
tional differences relative to nonreserve areas, but the
absolute impacts of small and large reserves will be
very different. For example, doubling fish numbers in
a small reserve from 10 to 20 fish is substantially dif-
ferent from doubling the fish numbers in a large reserve
from 1000 to 2000 fish, even though the relative change
in density might be the same for both reserves. The
goals of reserve and fishery managers often include
some minimum benefit level from reserves (e.g., total
catch outside the reserve, all species present and abun-
dant enough to be self-sustaining, etc.), goals that may
not be achieved if only proportional differences are
considered.
Small reserves may also be insufficient for several
other reasons. Alone, small reserves may not be able
to provide significant export functions. This review
does not examine the possibility that reserves serve as
sources for unprotected areas (sensu Pulliam 1988),
even though it is often assumed and expected that they
provide this service. Models have addressed how cur-
rent regimes might influence dispersal (e.g., Rough-
garden et al. 1988, Roberts 1997), but only a few stud-
ies have tried to infer or measure the impact of reserves
on reproductive output (Davis 1977, Davis and Dodrill
1980, Polacheck 1990, Stoner and Ray 1996, Sluka et
al. 1997, Edgar and Barrett 1999; all suggest that re-
productive output can be higher in reserves). An in-
crease in numbers or size of organisms in a reserve
will obviously increase reproductive output, but small
reserves will only be able to increase reproductive out-
put a small amount relative to target areas. For reserves
to serve as larval sources they must be large enough
to sustain themselves as well as supply the rest of the
target areas.
Another potential drawback of small reserves is their
susceptibility to catastrophic events. For example, if
an oil tanker runs aground near a small reserve, it is
likely that the entire reserve will be impacted by the
spill. If the accident occurred near part of a large re-
serve, on the other hand, it is possible that some of the
reserve would escape harm. The unaffected part of the
reserve could considerably, then, aid in the recovery
process of the damaged region.
It is also possible that very large reserves (e.g.,
.
500
km
2
) might provide proportionally larger values when
evaluated by density, biomass, etc. If fish within a re-
serve use several habitats throughout their life histo-
ries, it may require a very large reserve to encompass
and protect all life stages adequately. This review
would most likely not be able to detect a size threshold
effect such as this, since only seven of the reserves
studied covered
.
50 km
2
, and the only one
.
460 km
2
came from pooled data from a collection of seven
smaller reserves. Furthermore, nearly three quarters of
all the reserves studied covered
,
10 km
2
(see Fig. 1).
Such shortcomings in the data leave open the possi-
bility that large reserves affect biological measures in
a way not detectable here. While it would be desirable
to test how such a large reserve would affect such
measures, the logistics of such studies would be very
difficult.
An important variable not analyzed here is the role
that the length of protection plays in determining the
magnitude of a reserve effect. Examples exist where
the magnitude of the reserve effect increased over time
(e.g., Watson et al. 1996, Russ and Alcala 1998
a
,
b
).
Conan (1986) described how lobster biomass initially
increased over several years but then receded to orig-
inal levels. In all of these cases, results would have
been different had population surveys been made at a
single point in time (or over a relatively brief period
of time), as they were in most of the studies I reviewed
here. It is difficult to determine, therefore, if the pop-
ulations had actually reached equilibrium at the time
of measurement. Furthermore, the impact of a reserve
is certainly not instantaneous, but little is known about
how long it takes for a population to reach equilibrium,
or even if it ever does. I address in depth the role that
length of protection plays in determining the effect of
marine reserves elsewhere (Halpern and Warner 2002).
Many other variables could also influence the impact
of reserves on the biological resourcescontainedwithin
them. Species composition (PDT 1990, Carr and Reed
1993, Ballantine 1992, 1995, 1997, Dugan and Davis
1993, Tegner 1993, Rowley 1994), the fishing intensity
around the reserve (Polacheck 1990, Russ et al. 1992,
Carr and Reed 1993, Rowley 1994, Nowlis and Roberts
1997), adult mobility or home range size of fish within
the reserve (Kramer and Chapman 1999), and the types
and quality of habitats both inside and outside the re-
serve (Salm and Clark 1989, Hockey and Branch 1994,
Agardy 1995, Nilsson 1998) have all been proposed as
variables that could be important in determining how
S128
BENJAMIN S. HALPERN
Ecological Applications
Special Issue
an organism responds to reserve protection. These sorts
of observations were usually not reported in the em-
pirical studies on marine reserves I used, and so I was
unable to evaluate them here. However, these other
factors should certainly be considered when setting
goals and expectations for marine reserves.
Despite that many empirical studies found trophic
cascade effects as a result of marine reserve protection
(Kenya: McClanahan and Muthiga 1988, McClanahan
and Shafir 1990, McClanahan 1994, 1995, 1997, Wat-
son and Ormond 1994; Chile: Castilla and Duran 1985,
Duran and Castilla 1989; Mediterranean: Sala et al.
1998
a
), this pattern did not emerge from my large-scale
analyses. Instead, the densities of invertebrates, her-
bivorous fishes, planktivorous/invertebrate eating fish-
es, and carnivorous fishes all increased almost exactly
the same amount (see Table 3). A possible explanation
for this is that trophic cascades appear to be more likely
to occur when only a small subset of a community is
observed (Polis and Strong 1996). For example, in
Kenya (e.g., McClanahan and Shafir 1990) the trophic
cascade occurred between humans, triggerfish (Balis-
tidae) and a few species of sea urchins, and was not
evident in other families of fish and species of urchins
that were studied. Similarly, in Chile (Castilla and Dur-
an 1985, Duran and Castilla 1989) the cascade occurred
between humans, a single gastropod, a single mussel,
and algae. Thus trophic cascades may be masked when
entire communities are measured. In the study by
McClanahan and Shafir (1990), total fish densities as
well as densities for four fish families (Labridae, Bal-
istidae, Diodontidae, and Lagocephalidae) and urchins
were measured. Urchin densities were nearly 200 times
higher outside the reserve, while Balistid density was
nearly 10-fold greater inside the reserve, exemplifying
a classic trophic cascade. When all four fish families
were considered (all are planktivorous fishes/inverte-
brate eaters), fish densities dropped to only 28% higher
inside the reserve, obscuring the trophic cascade. When
family or species results are incorporated into an entire
functional group, as was the case here, trophic cascade
effects can often become muted.
Empirical tests of the effect of reserve size are need-
ed to test the robustness of the results suggested here.
To date, only one study (Edgar and Barrett 1999) has
tried to assess empirically the potential effects of ma-
rine reserve size on biological attributes of species con-
tained within the reserves. They studied four reserves
in Tasmania, three of which were
;
0.6 km
2
and a fourth
that was about 7 km
2
. The largest reserve showed many
significant differences relative to nonreserve areas,
while the smaller reserves had only a few notable dif-
ferences. For example, in the large reserve, overall fish
size, density of large fish, abalone size, size of crayfish,
mean plant cover, and species diversity of fish, inver-
tebrates, and algae all increased significantly compared
to control sites. In the other three sites, significant dif-
ferences were found only for density and diversity of
large fish in one reserve and density of algae in another.
Although the observations from the large reserve were
not replicated, these results offer some empirical evi-
dence suggesting that large reserves can provide bio-
logical functions not possible in small reserves. This
conclusion is in stark contrast to the results of this
review, in which even small reserves appeared to have
a positive impact on most biological measures. In order
to assess adequately the role of area in reserve function,
a real need exists for studies that make observations
in reserves of many sizes within the same biogeograph-
ic region.
Success in the design and function of a marine re-
serve is closely tied to the goals of the reserve. For
example, fishery reserves need to increase abundance,
biomass, and organism size within the reserve in order
to sustain the reserve populations as well as supply the
harvested areas. Conservation reserves, on the other
hand, focus more exclusively on the maintenance of
diversity and abundance of organisms within the re-
serve itself. Fortunately, marine reserves appear to lead
to higher values of all of these biological measures,
implying that both goals can be met with the same
reserve.
The impact of marine reserves on the organisms con-
tained within them will never be completely predict-
able. Variation among reserves and a level of uncer-
tainty will always exist when examining how marine
reserves affect specific biological measures. Goals set
for marine reserves should account for this variation
(Walters and Holling 1990, Clark 1996, Hall 1998,
Lauck et al. 1998). Ultimately, though, it is encour-
aging to know that reserves of any size appear to func-
tion well, in terms of producing higher densities, sizes,
and diversity of organisms.
Inherent problems and necessary caveats
The enormous variation in type and quality of the
observations from marine reserves made it difficult to
compare or analyze the results of the studies I reviewed
(see also Jones et al. 1992). The primary problems
include:
1) results are more likely to be reported for species
that are actually affected by reserves (either positively
or negatively) than for unaffected species, especially
for single-species studies;
2) methodologies often differ drastically among dif-
ferent observations and among scientists within a
study;
3) characteristics of reserves being studied (such as
location, habitat type, current regimes, temperatures,
etc.) are not the same;
4) observations are rarely replicated temporally or
spatially (usually because there is only one reserve
available for study);
February 2003 S129
IMPACT OF MARINE RESERVES
5) reserves are not always adequately protected from
poaching;
6) the length of protection varies among reserves;
7) numbers and types of organisms studied vary be-
tween experiments;
8) the intensity of fishing outside of the reserve may
enhance or even create the perceived affect on biolog-
ical measures of reserve protection.
As many have argued, the intensity of fishing oc-
curring outside a reserve (or where a reserve is before
it becomes a reserve) can have a large impact on the
perceived effects of reserve protection (Polacheck
1990, Russ et al. 1992, Carr and Reed 1993, Rowley
1994, Nowlis and Roberts 1997). If an area is nearly
completely fished out, the ratio of postprotection to
preprotection values of abundance, biomass, etc. will
be much higher than for an area that had been lightly
fished (assuming all else is equal, and that new fish can
be imported to the fished areas from elsewhere). It is
difficult to compare fishing intensities in different parts
of the world, and this can lead to inaccuracies when
combining data.
The confidence in the results from any one study
depend on the quality and breadth of the sampling in-
volved, and thus can complicate comparisons across
studies. As an example, conclusions drawn when com-
paring results from a single-species study with results
from a study on 250 species suffer obvious comparison
problems. Furthermore, studies that looked at only one
or a few species may have missed how other species
responded to reserve protection; rarely do all species
respond in the same way. Future studies, therefore,
should include at least a few species from all trophic
levels in order to assess reserve effect accurately.
Another problem many studies face is the lack of
consistency in protection level for the reserves. Even
fully protected reserves often suffer some poaching
(e.g., Klima et al. 1986). This potential problem was
rarely quantified, largely due to difficulties in moni-
toring a clandestine act. Because information on actual
protection level is lacking, it is difficult to know exactly
how long and to what degree a reserve has been pro-
tected. Reserve effects can change over time (see Russ
and Alcala 1998
a
,
b
for examples of this), so knowing
the length of time protection has been in place can be
a critical part of analysis. To be able to make more
accurate predictions of the effect of marine reserves,
actual fishing effort within reserves must be measured
and accounted for (Polacheck 1990, Russ et al. 1992,
Carr and Reed 1993, Rowley 1994, Nowlis and Roberts
1997) and the length of complete protection identified.
The lack of temporal and spatial replication in many
of the studies further complicates interpretation of the
results. Snapshots in time and space can provide clues
to the effects of reserves, but it is very difficult to
eliminate the possibility that observed effects were not
simply a result of spatial or temporal differences, es-
pecially with inside/outside reserve studies. Before/af-
ter studies offer a possible solution to these problems
and should be coupled with control observations in
non-reserve areas over the same time period, across
several spatial scales within a biogeographic region.
However, such studies are often logistically difficult to
implement.
One of the largest problems with the empirical lit-
erature on marine reserve effects is that methodologies
used for different studies and the characteristics of re-
serves and control sites (such as substrate rugosity,
depth, current regime, etc.) differ dramatically. Few
people make efforts to accommodate the problems
mentioned above, let alone measure the same variables
in the same way. For example, sample sizes in many
studies were not large enough to draw statistically sig-
nificant conclusions. Other studies did not report the
statistical significance of their results, even though this
might have been possible. Empirical work on marine
reserves needs to reflect the rigorous standards of the
rest of the scientific literature.
Finally, results are often only reported when a re-
serve actually had an effect on an organism, whether
negatively or positively. This was unlikely to be a prob-
lem for studies that looked at entire communities, but
was potentially a large factor influencing single-species
studies. Single-species studies can often be useful, es-
pecially for fisheries management, but it is important
to remember that not every species will respond to
reserve protection.
Despite these potential sources of error, my analyses
uncovered clear and significant positive effects of re-
serve establishment on the organisms dwelling within
reserve boundaries. Even the inclusion of gray litera-
ture, where many of these interpretation problems dis-
cussed above are exacerbated, did not obscure these
results.
C
ONCLUSIONS
The most important lesson provided by this review
is that marine reserves, regardless of their size, and
with few exceptions, lead to increases in density, bio-
mass, individual size, and diversity in all functional
groups. The diversity of communities and the mean
size of the organisms within a reserve are between 20%
and 30% higher relative to unprotected areas. The den-
sity of organisms is roughly double in reserves, while
the biomass of organisms is nearly triple. These results
are robust despite the many potential sources of error
in the individual studies included in this review.
Equally important is that while small reserves show
positive effects, we cannot and should not rely solely
on small reserves to provide conservation and fishery
services. Proportional increases occur at all reserve siz-
es, but absolute increases in numbers and diversity are
often the main concern. To supply fisheries adequately
and to sustain viable populations of diverse groups of
S130
BENJAMIN S. HALPERN
Ecological Applications
Special Issue
organisms, it is likely that at least some large reserves
will be needed.
Finally, it is paramount that we explicitly state our
goals when creating marine reserves. These goals help
guide the design of reserves and are critical for as-
sessing whether or not a reserve has functioned suc-
cessfully.
A
CKNOWLEDGMENTS
I thank Bob Warner for the many insightful comments he
offered on drafts of this paper. Thanks also to George Branch,
Callum Roberts, Heather Leslie, Jenny Dugan, Kevin Laf-
ferty, Deborah McArdle, Rodrigo Bustamante, Kim Selkoe,
Kurt Anderson, Steve Palumbi, and two anonymousreviewers
for the helpful comments they provided. This is contribution
number 26 from the Working Group on the Science of Marine
Reserves of the National Center for Ecological Analysis and
Synthesis. NCEAS is funded by NSF, UC–Santa Barbara, and
the State of California.
L
ITERATURE
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IMPACT OF MARINE RESERVES
APPENDIX
This appendix includes a summary of the data extracted from the literature reviewed, and the sources from where the data came.
Reserve
Size
(km
2
) No. taxa
Functional group
C H P/I I
Biological measure
D B S Div Reference
Caribbean
St. Lucia 0.026
ND
1
2
11
Roberts and
Hawkins
(1997)
Saba 0.9 40 species
33
ND
1
1.9
11
Polunin and
Roberts
(1993)
Saba 0.9 26 species
33
ND
1
1.09
ND ND
Roberts (1995)
Belize 2.6 45 species
33
ND
1
1.9
ND
1
Polunin and
Roberts
(1993)
Los Roques,
Venezuela
4 1 species
31
2.38
1
1.17 Weil and
Laughlin
(1984)
Barbados 2.3 89 species
1
1.16
11
1.07
1
1.06 Rakitin and
Kramer
(1996)
Barbados 2.3 7 species
31
2.15
1
1.53 Tupper and
Juanes (1999)
Hol Chan,
Belize
2.6
1
2.21
ND
Roberts and
Polunin
(1993)
Hol Chan,
Belize
2.6 19 fish fami-
lies, 2 inverts
3333 1
2.1
11
1.1 Carter and Sed-
berry (1997)
Half Moon
Caye, Be-
lize
39.25 19 fish fami-
lies, 2 inverts
3333 1
2.07
1
Carter and Sed-
berry (1997)
Exhuma
Sound,
Bahamas
456 1 species
311
4.19
1
1.29 Sluka et al.
(1997)
Exhuma
Sound,
Bahamas
456 1 species
31
5.31 Stoner and Ray
(1996)
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S134
BENJAMIN S. HALPERN
Ecological Applications
Special Issue
A
PPENDIX
. Continued.
Reserve
Size
(km
2
) No. taxa
Functional group
C H P/I I
Biological measure
D B S Div Reference
Manuel An-
tonio,
Costa Rica
6.82 1 species
1
1.65
1
1.34 Ortega (1987)
SW Pedro
Bank Ja-
maica
13 families
333 1
1.22
1
1.76
1
ND
Koslow et al.
(1998)
Philippines
Sumilon 0.125 102 species
333 1
1.56
1
1.3 Russ and Alca-
la (1989)
Sumilon 0.125 overall, 4 fami-
lies
31
2.6
1
1.73
1
Russ and Alca-
la (1996)
Sumilon 0.125 102 species
333 1
1.73
1
ND
Russ (1985)
Sumilon 0.125
33 1
1.51
ND
Alcala (1988)
Sumilon 0.125 178 species
1
1.4
1
1.39
1
1.31 Russ and Alca-
la (1998
a
)
Sumilon 0.125 178 species
333
ND
Russ and Alca-
la (1998
b
)
Apo 0.11 overall, 4 fami-
lies
31
7.1
1
8.0 Russ and Alca-
la (1996)
Apo 0.11 126 species
333 1
2.73
1
1.4 White (1988)
Apo 0.11 178 species
ND
1
1.54
ND
Russ and Alca-
la (1998
a
)
Apo 0.11 178 species
333
ND
Russ and Alca-
la (1998
b
)
Apo 0.11
1
2.73 Clark et al.
(1989)
Pamilican 0.14 126 species
333 1
1.89
1
1.25 White (1988)
Pamilican 0.14
1
1.89 Clark et al.
(1989)
Balicasag 0.08 126 species
333 1
1.45
1
1.03 White (1988)
Balicasag 0.08
1
1.45 Clark et al.
(1989)
Sumilon
‘‘outside’’
0.375 overall, 4 fami-
lies
31
5.2
1
4.1 Russ and Alca-
la (1996)
Sumilon
‘‘outside’’
0.375 178 species
ND
1
1.8
ND
Russ and Alca-
la (1998
a
)
Sumilon
‘‘outside’’
0.375 178 species
333
ND
Russ and Alca-
la (1998
b
)
New Caledonia
Amedee 2.8
1
4.5
1
9.5
1
2.43 Wantiez et al.
(1997)
Signal 4.3
1
1.35
1
3.5
1
1.42 Wantiez et al.
(1997)
Laregnere 8.5
1
4.29
1
3.7
1
1.9 Wantiez et al.
(1997)
Maitre 9
1
2.71
1
3.21
1
1.5 Wantiez et al.
(1997)
Bailly 2.4
1
2.0
1
1.44
1
1.29 Wantiez et al.
(1997)
All five re-
serves
27 214 species
333 1
1.38
1
3.47
1
1.57 Wantiez et al.
(1997)
Fiji
Unnamed 9.4 83 species
333 1 1
Jennings and
Polunin
(1996)
Great Barrier Reef
Lizard Island 9.9 1 species
1
1.2 Zeller and Russ
(1998)
Boult Reef 3.42 33 species
311
Beinssen
(1989)
Glow and
Yankee
Reefs
25.15 1 species
31
2.58
ND
Ferreira and
Russ (1995)
Heron Island 12 1 species
1
3.77
ND
Craik (1981)
Unamed on
GBR
ND
1
Ayling and
Ayling
(1986) (in
Jones et al.
1992)
February 2003 S135
IMPACT OF MARINE RESERVES
A
PPENDIX
. Continued.
Reserve
Size
(km
2
) No. taxa
Functional group
C H P/I I
Biological measure
D B S Div Reference
Red Sea
Ras Moha-
med, Sinai
21.1 45 species
333
ND
(0.85)
ND
(0.66)
ND ND
(0.93)
Roberts and
Polunin
(1992)
Ahkziv 1.5 1 species
31
Spanier (1994)
(in Childress
1997)
Kenya
Malindi
31
16.57
1
1.42 McClanahan
and Muthiga
(1998)
Malindi and
Watuma
10
333 1
3.58
1
McClanahan
and Shafir
(1990)
Malindi and
Watuma
10 81 species
1
algae, coral
331
2.6
1
27.7 McClanahan
(1997)
Kisite 15 51 species
333
ND
1
Watson and Or-
mond (1994)
Kisite 15
333 1
1.19
ND
Watson et al.
(1996)
Kisite 15 23 species
3
Watson et al.
(1997)
Mombasa 10 10 families
1
others
333 1
2.0
1
15.5
1
2.04
1
2.0 McClanahan
and Kaunda-
Arara (1996)
Malindi, Wa-
tamu, and
Kisite
25 127 species
3
ND
(0.91)
1
McClanahan
(1989)
Malindi, Wa-
tamu, and
Kisite
25 118 species
3333 1
2.27
1
1.92 McClanahan
(1994)
Malindi, Wa-
tamu, Kis-
ite, Mako
Kokwe,
Simam-
bya, Ar-
letts, and
Kiwaiyu
846 188 species
3
ND ND
1
Samoilys
(1998)
Southeastern Africa
Mayotte Is-
land
5.25 239 species
333
ND
(0.83)
1
2.54
ND
(1.01)
Letourneur
(1996)
Cousin Is-
land, Sey-
chelles
1.2 115 species
33 1
1.67
1
Jennings et al.
(1996)
Sainte Anne 10 115 species
33 1
2.5
1
Jennings et al.
(1996)
South Africa
De Hoop 230 10 species
31
3.64
ND
Bennett and
Attwood
(1991)
Dwesa 39 8 species
32
0.73 Hockey and
Bosman
(1986)
Dwesa 39 1 species
32 1
1.16 Lasiak (1993)
Dwesa 39 1 species
31
4.5
1
8.5
1
1.28 Siegfriend et al.
(1985)
Hluleka 4
32
0.83 Hockey and
Bosman
(1986)
Isi Laka 7 species
32
0.74
2
0.63 Hockey and
Bosman
(1986)
Tsitsikamma 300 2 species
3
ND
1
1.12 Buxton (1993)
Tsitsikamma 300 3 species
31
4.2
1
1.33 Buxton and
Smalle
(1989)
North America
Naranganset
Bay, RI
1.07 1 species
33 1
2.44
1
2.0 Rice et al.
(1989)
S136
BENJAMIN S. HALPERN
Ecological Applications
Special Issue
A
PPENDIX
. Continued.
Reserve
Size
(km
2
) No. taxa
Functional group
C H P/I I
Biological measure
D B S Div Reference
Hopkins, CA 2.75 10 species
3
ND
(1.56)
1
1.21
ND
Paddock and
Estes (
unpub-
lished data
)
Point Lobos,
CA
3.14 10 species
3
ND
(1.13)
1
1.26
ND
Paddock and
Estes (
unpub-
lished data
)
Big Creek,
CA
6.78 10 species
3
ND
(1.23)
ND ND
Paddock and
Estes (
unpub-
lished data
)
Edmonds
Underwa-
ter Park,
WA
0.002 3 species
311
Palsson and Pa-
cunski (1995)
Shady Cove,
WA
1.71 3 species
31
1.76
1
Palsson and Pa-
cunski (1995)
Two re-
serves,
WA
1.712 3 species
31
1.28 Palsson and Pa-
cunski (1995)
Manele, HI 1.25
1
1.06
1
1.24
2
0.96 Grigg (1994)
Kealakakua,
HI
1.28
1
1.57
1
4.13
1
1.02 Grigg (1994)
Huanama,
Honolua,
Manale,
Molokini,
and Kea-
lakakua,
HI
1
1.35
1
1.61
11
1.07 Grigg (1994)
Kennedy
Space
Center, FL
39.6 50 species
333 1
1.51
ND
Johnson et al.
(1999)
Molasses
Reef, FL
0.9 132 species
31
6.1
12
0.93 Bohnsack
(1981)
French Reef,
FL
0.37 132 species
31
1.65
2
0.93 Bohnsack
(1981)
Looe Key
Reef, FL
15.54 3 families
33 2
0.67
1
Clark et al.
(1989)
Looe Key
Reef, FL
15.54 1 species
3
ND
Hunt et al.
(1991) (in
Childress
1997)
Dry Tortu-
gas, FL
190 1 species
31
4.5 Hunt et al.
(1991) (in
Childress
1997)
Fort Jeffer-
son, FL
19 1 species
31
1.55 Davis (1997)
‘‘Prison Re-
serve,’’
B.C.
1 species
31
1.22
1
1.15 Wallace (1999)
‘‘Ecological
Reserve,’’
B.C
1 species
31
1.11
ND
(0.99)
Wallace (1999)
Chile
Las Cruces 0.044 2 species
31
10.63
1
Castilla and
Duran (1985)
Las Cruces 0.044 1 species
31
1.96
1
7.26
1
1.72 Castilla and
Bustamante
(1989)
Las Cruces 0.044 6 species
31 1
Duran and Cas-
tilla (1989)
Las Cruces 0.044 1 species
ND
11
Bustamante and
Castilla
(1990)
Las Cruces 0.044 2 species
3
ND
(0.8)
1
Oliva and Cas-
tilla (1986)
Las Cruces 0.044 3 species
31
4.67 Duran et al.
(1987)
Mehuin 0.006 6 species
31
9.56
1
Moreno et al.
(1986)
February 2003 S137
IMPACT OF MARINE RESERVES
A
PPENDIX
. Continued.
Reserve
Size
(km
2
) No. taxa
Functional group
C H P/I I
Biological measure
D B S Div Reference
Mehuin 0.006 4 species
31 1
Moreno et al.
(1984)
Montemar 0.025 1 species
3
ND
11
Bustamante and
Castilla
(1990)
New Zealand
Leigh (Goat
Island)
5.18 12 species
332
0.73
1
1.41 Cole et al.
(1990)
Leigh (Goat
Island)
5.18 1 species
1
2.3
1
1.17 McCormick and
Choat (1987)
Leigh (Goat
Island)
0.55
31
11.25 Davis (1989)
Leigh (Goat
Island)
0.55 1 species
31
4.5
1
13.05
1
MacDiarmid
and Breen
(1993)
Tasmania
Maria Island 7 117 species
3
ND
11
1.29 Edgar and Bar-
rett (1999)
Tinderbox 0.53 117 species
31
ND
Edgar and Bar-
ret (1999)
Governor Is-
land
0.6 117 species
3
ND
Edgar and Bar-
rett (1999)
Ninepin 0.59 117 species
3
ND
Edgar and Bar-
rett (1999)
Spain
Isles Medes 4.18 51 species
333 2
0.55
11
Garcia-Rubies
and Zabala
(1990)
Isles Medes 4.18 1 species
32
0.26
2
0.89 Sala and Zabala
(1996)
Isles Medes 4.18 2 species
3
ND ND
Sala et al.
(1998
b
)
France
Banyuls-sur-
Mer
1.5 35 species
333 1
2.06
1
1.19
1
1.17 Bell (1983)
Banyuls-sur-
Mer
1.5 41 species
ND
1
Dufour et al.
(1995)
Cerbere-
Banyuls
6 1 species
31
Sasal et al.
(1996)
Carry-le-
Rouet
0.85 54 species
33 1
1.78
11
1.16 Harmelin et al.
(1995)
Carry-le-
Rouet
0.85 47 species
33
ND
1
Harmelin
(1992)
Scandola 0.72 26 species
33 1
1.6
1
2.14
1
1.8
1
Francour
(1994)
Scandola 0.72 18 species
33 1
1.37
1
2.51
1
1.24 Francour
(1996)
Scandola 0.72 25 species
33
ND
1
1.71 Francour
(1991)
Unnamed in
Brittany
1 species
3
ND
1
Conan (1986)
Notes:
The summarized information is organized by general region of the globe in which each reserve occurs.The ‘‘outside’’
reserve at Sumilon in the Phillipines refers to the area outside the reserve that received protection at various times (it is
distinct from, but adjacent to, the Sumilon reserve). Data were occasionally reported for groups of reserves; in these cases
the names of all the reserves measured are listed as one entry. The number of taxa studied in each reference gives a general
idea of the breadth of each study. Although the number of species was reported in many of the reviewed studies (and therefore
reported here), changes in biological measures were usually only reported at the taxonomic level of family. Functional group
information describes how I was able to categorize the taxa studied and includes carnivorous fishes (C), herbivorous fishes
(H), planktivorous fishes/invertebrate eaters (P/I), and invertebrates (I). An ‘‘
3
’’ indicates that data for the functional group
were available from the reference. Overall values were recorded for all cases, when available, and are listed under the
appropriate biological measure column. Trends are reported as
1
,
ND
, and
2
, corresponding to higher values, no difference
in values, or lower values of a measure inside the reserve compared to outside (or after compared to before the creation of
a reserve). In cases where trends were not significantly different from each other (
ND
) but ratio values could be calculated,
biological measures are reported as
ND
with the ratio value in parentheses. The biological measures are density (D), biomass
(B), size of the organism (S), and diversity (Div). Blank species indicate that the information was not reported in the reference
and was therefore not available for analyses in this review.