Processes involved in assessing priorities for local level Lepidoptera conservation programmes that aim to achieve global conservation impact


Roger C. Kendrick


Senior Officer (p/t), Kadoorie Farm & Botanic Garden, Lam Kam Road, Tai Po, New Territories, Hong Kong S.A.R., China.




Date of publication (online): 26 January 2011

Date of publication (print): 26 January 2011

ISSN 0974-7907 (online) | 0974-7893 (print)


Editor: Richard S. Peigler


Manuscript details:

Ms # o2579

Received 22 September 2010

Final received 19 November 2010

Finally accepted 21 December 2010


Citation: Kendrick, R.C. (2011). Processes involved in assessing priorities for local level Lepidoptera conservation programmes that aim to achieve global conservation impact. Journal of Threatened Taxa 3(1): 1456-1461.


Copyright: © Kadoorie Farm & Botanic Garden Corporation 2011. Creative Commons Attribution 3.0 Unported License. JoTT allows unrestricted use of this article in any medium for non-profit purposes, reproduction and distribution by providing adequate credit to the authors and the source of publication.


Acknowledgements: The author would like to thank Kadoorie Farm & Botanic Garden for supporting the author’s participation at the 3rd Asian Lepidoptera Conservation Symposium, as well as Dr. Gary Ades and Dr. Michael Lau at KFBG for providing critical advice on the structure and content of this presentation paper and to Mark Sterling and three anonymous reviewers also assisted in tightening up the composition.  Lastly, but by no means least, the author extends his thanks to the symposium’s organising committee for inviting this paper to be presented at the symposium, and for their endeavour in running the 3rd Asian Lepidoptera Conservation Symposium with such enthusiasm, efficiency and effectiveness, in spite of the many constraints that had to be overcome.



Abstract: Identifying viable conservation projects for Lepidoptera that target threatened species depends upon effective identification and execution within a framework of events.  This process requires information gathering and analysis, stakeholder discussion and local community involvement, planning, action, monitoring and review.  Published working examples from four continents are drawn upon to illustrate all the key stages, focusing on methods for identifying priority areas (complementarity, biodiversity hotspots, habitat distribution, irreplaceability) for conserving threatened Lepidoptera, whilst considering other conservation issues.


Keywords: Biodiversity hotspots, complementarity, community involvement, conservation planning, habitat distribution, irreplaceability, IUCN Red List, Lepidoptera, priority areas, threatened species.




This article is part of the peer-reviewed Proceedings of the 3rd Asian Lepidoptera Conservation Symposium (3ALCS-2010) jointly organized by the IUCN SSC South Asian Invertebrate Specialist Group  (SAsISG); Department of Zoology, Bharathiar University; Zoo Outreach Organisation and Wildlife Information Liaison Development, held from 25 to 29 October 2010 at Coimbatore, Tamil Nadu, India.



For figure -- click here


This paper, a keynote presentation at the third Asian Lepidoptera Conservation Symposium, Coimbatore, October 2010, provides an initial pointer to the key components of a framework that will assist the implementation of Lepidoptera conservation projects, especially those projects focusing on iconic, globally restricted species, by involving local communities in the projects, so that the communities benefit significantly from their contributions to such projects.

In an ideal world, there would not be a need to conserve butterflies, moths, or any other flora or fauna. However, humanity has a long track record of mismanaging natural resources in an unsustainable way, no more so than at the current time, where habitat loss and fragmentation is now so severe that the very fabric of life appears to be in danger of collapse.  Asia is at the front line of this issue, due to the long history of human civilization here and the burgeoning human population that now accounts for 60% of all humans globally in 30% of the world’s land area.  The natural land that supports the wealth of biodiversity found in Asia is constantly being impacted upon, through degradation, conversion to other land uses and unsustainable exploitation.  In many parts of Asia, little natural habitat remains, thus it would seem that the priority for nature conservation should be to conserve all remaining natural and semi-natural habitats.  Unfortunately, wildlife conservation is generally low on the list of priorities for many governments, who usually see economic growth and human issues as their priority.  However, as natural resources underpin humanity, we would all be well advised to ensure our remaining “natural capital reserves” are not further eroded.

Where does Lepidoptera conservation at the local level fit in?  Lepidoptera should be one of the easier taxa to conserve.  They are iconic, being the most popular group of insects in the perception of the general public (Feltwell 1995; Young 1997; Leverton 2001; Glassberg 2003).  Their ecology makes them good indicators of change in the environment (Pyle 1984; Dennis 1993).  They are a relatively easy group to record (Pollard & Yates 1993; Waring & Townsend 2003) and identify due to the amount of literature available, even in tropical areas (e.g. Migdoll 1988; Robinson et al. 1994; Woodhall 2005; Kehimkar 2008; Holloway 1983-2009).  These assets make Lepidoptera a good group for conserving natural land through the association of rare species to particular habitats in a landscape.  The iconic nature of butterflies and moths also makes it easier to get local communities to adopt a rare butterfly (or moth) as their own conservation flagship, or to provide a mechanism for gaining sustainable income from the forest, giving the community a vested interest in conserving the remaining land of conservation value near to them (Morgan-Brown 2007).


Conservation Framework

Convincing regional, national and international business interests and governments of the benefits of habitat protection may not be so easy.  A comprehensive assessment to support the conservation of any particular area is becoming imperative to successful conservation projects, even for threatened taxa, though a “research to implementation” gap exists (Knight et al. 2008).  Fortunately, the Convention on Biological Diversity sets out a Strategic Plan (COP6 2002) (i.e. a framework for conservation policies) that can be used as a model (Fig. 1), which includes specifying conservation projects as actions undertaken to meet a wider ranging set of conservation strategies that are adopted at the national level by all signatory countries.

This symposium’s second Key Area (assess priority areas / communities for Lepidoptera conservation initiatives at the local level that has global conservation impact) is, in effect, a strategy for implementing wildlife conservation in general, modified in this case for the conservation of Lepidoptera.  Thus we need to address and focus on points four through seven (Fig. 1) to put the strategy into effect.  What does it involve? Objectives to meet the strategy must be identified, then actions that will be prescribed.  The outcomes of these actions can be assessed and monitored, providing feedback to the project organisers, participants, funders and supporters as to the level of success of the project.  Long term projects must be monitored regularly to enable changes to actions where necessary.



For priority area assessment, there are two critical objectives of Lepidoptera conservation that can be defined:

identify the priority area(s) based upon presence of globally restricted Lepidoptera

identify local communities open to involvement in conservation of the habitat for the Lepidoptera involved within the priority areas

These objectives should give clear statements of intent and act as a focus for a programme of specific actions that can be grouped under each objective.


Actions – area assessment

The first objective (identifying priority areas for globally restricted Lepidoptera) can be undertaken with two main programmes, firstly identifying existing knowledge on species and habitats, then assessing those data:

identify the Lepidoptera species of global conservation concern that occur within the target area – this should involve:

trawling through published literature for species records, and sourcing other records (collections);

undertaking IUCN Red List assessments (global, regional and national) for all species found in the target area - see Hoffmann et al. (2008) for an overview of the Red List criteria application for threatened species and Collins & Morris (1985) for one of the first examples of application at species level;

surveying sites where possible to confirm the presence of threatened species;

profile the ecology of each species of global conservation concern, and try to investigate these species if there is no existing documentation.

Issues that may have to be addressed include: (i) data ownership; (ii) accuracy (i.e. is the data recorded to an appropriate scale) and reliability of data; (iii) impediments to gathering data; (iv) legal requirements to be observed.

Once the baseline data have been gathered, there are different ways these data should be assessed, using the following assessments:

Complementarity / surrogacy: investigate known data by comparing Lepidoptera diversity with that of other taxa to see if the Lepidoptera complement these other taxa, or are representative of other taxa, and thus by focusing on conserving the habitat containing Lepidoptera other priority taxa are also conserved (working examples: Kitching 1996; Bonn & Gaston 2005; Williams et al. 2006; Carmel & Stoller-Cavari 2006; Zafra-Calvo et al. 2010).

Biodiversity hotspots: map the richness of Lepidoptera diversity, with the aim of identifying areas that have high Lepidoptera species richness (working examples: Danielson & Treadaway 2004; Balletto et al. 2010 [2009]).

Habitat distribution: (metapopulation dynamics / habitat fragmentation / landscape scale analysis);
analyse the degree of fragmentation and connectivity of habitats suitable for the target Lepidoptera, working at a landscape scale, so as to evaluate the viability of a population’s long term survivability, noting that habitat patches are temporally and spatially dynamic (working examples: Grand et al. 2004; Romo et al. 2007; Early et al. 2008).

Irreplaceability: assessing the uniqueness of a species or assemblage of species at a particular site (endemic & threatened species), (working examples: Danielson & Treadaway 2004; van Swaay & Warren 2006; Fattorini 2009).

These assessments, though not individually mandatory, are most helpful to make a robust case for conserving a particular site (irrespective of why that site is being conserved, as the process is applicable to all flora and fauna) or landscape.  Each method has its own strengths and weaknesses, and where a target species occurs in an area that has good results from all four methods (i.e. the area also has other complementary functions, such as other threatened taxa and high ecosystem service value, is a hotspot for Lepidoptera biodiversity and also other taxa, is part of a larger, unfragmented mosaic of natural habitats and is highly irreplaceable due to a high number of endemic species), then the target site should be relatively easy to conserve.  A good working example showing a multiple analysis approach is given by Rouget et al. (2004).


Actions – community involvement

The second objective (identifying and involving local communities) is critical to any conservation project being successful.  Identifying the stakeholders involved in land use issues for a potential or actual wildlife conservation site, then fully engaging them as early as possible in the planning phases of a project will usually result in much clearer understanding of the benefits wildlife conservation will bring to the stakeholders.  Benefits may include economic improvement, through (for example) ecotourism, sericulture or butterfly ranching, cultural or spiritual improvement and health, through the provision of ecosystem services (Chan et al. 2006; Miller et al. 2008).

Critical stakeholders should include the following:

chairperson (someone seen as incorruptible, unbiased and capable of providing guidance on good governance)

representative of the conservation project proponent

local residential community representative(s)

regional / national NGO representative

regional / national government department(s) representative(s)

local business community representative

local / regional educational institutions (secondary and tertiary)

Once the critical stakeholders have been identified they should be brought together to ensure everyone is at the same level of understanding.  This requires the conservation project leadership to have assessed all the available knowledge pertaining to the project (the results from the assessments) and also to identify gaps in the knowledge (Knight et al. 2008).  At the first stakeholder meeting these gaps can be highlighted and hopefully addressed.

There are issues regarding data, and the following questions will have to be addressed to the satisfaction of all stakeholders:

who knows what?

are there significant data gaps?

what are the significant impediments to gathering and sharing data?

who owns the data?

what are the data based upon (observation / records / specimens . . . )

how accurate are the data?

how are the data kept and shared?

are there any training or capacity building needs amongst the stakeholders?

Once the full facts have been disclosed, the stakeholders to the project will be in a position to decide upon the best way to proceed.

A couple of examples of community involvement spring to mind – the world famous Ornithoptera ranching operations in Papua New Guinea have been operating for 32 years (Hutton 1983), and highlight sustainable operations that provide a local income and benefit a globally threatened taxon (Clark & Landford 1991).  More recently, Morgan-Brown (2007) has documented the same approach in Tanzania, with a similar effect on conserving butterfly populations and their habitats and significantly improving the lives of the villagers involved, to the point where other villages are planning to follow suit.  However, it has been observed that practices involving ecotourism may not be as beneficial, owing to unsustainable use of resources and the limited capacity of most natural areas to support the numbers of visitors required to benefit the local communities involved (e.g. MacKinnon et al. 1986; Hannah 1992; Wells & Brandon 1992; Swarts 2000).



Actions in any project can only take hold when there are sufficient resources.  It is assumed that the conservation project will assess what resources are required prior to commencement of the project.  There are a number of critical steps that determine whether there are sufficient resources, but the preparation of an action plan (for species or for habitat - e.g. Bourn & Warren (1998)) based upon the National Biodiversity Strategy Action Plan (each country signatory to the Convention on Biological Diversity has recently submitted its fourth NBSAP, see the CBD website for details) should be the starting point and will address resource issues.

The action plan should consider the background assessment work mentioned above, plus practical issues, such as legal constraints, sources of funding, manpower, logistics, equipment and responsibility for completion of specific actions.  Once prepared, the action plan should be implemented.


Monitoring and Review

Feedback to stakeholders, participants, project funders and the public is critical to keep the momentum of a conservation project.  Good news is always well received and may well help with the project’s continuation and support, especially from local communities.  Reviewing projects also provides a mechanism to evaluate how successful a project is, whether it is achieving the targets, and whether alternative or modified strategies, objectives and actions need to be formulated to improve the overall success towards achieving the vision.

Consequently, it is imperative that conservation projects have measurable targets and milestones that can be evaluated during the project and upon completion, such that the project can be seen to be a transparent process and have a positive outcome for both the wildlife (Lepidoptera in the context of this article) and the communities that have a vested interest in the project.





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