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i
The invasion of Pteronia incana (Blue bush) along a range of
gradients in the Eastern Cape Province: It’s spectral
characteristics and implications for soil moisture flux
JOHN ODHIAMBO ODINDI
Submitted in fulfilment of the requirement for the degree of
PHILOSOPHIAE DOCTOR
in the Faculty of Science
at the Nelson Mandela Metropolitan University
January 2009
Promoter: Professor Vincent Kakembo
i
Abstract
Extensive areas of the Eastern Cape Province have been invaded by Pteronia incana
(Blue bush), a non-palatable patchy invader shrub that is associated with soil
degradation. This study sought to establish the relationship between the invasion and
a range of eco-physical and land use gradients. The impact of the invader on soil
moisture flux was investigated by comparing soil moisture variations under grass,
bare and P. incana invaded surfaces. Field based and laboratory spectroscopy was
used to validate P. incana spectral characteristics identified from multi-temporal High
Resolution Imagery (HRI).
A belt transect was surveyed to gain an understanding of the occurrence of the
invasion across land use, isohyetic, geologic, vegetation, pedologic and altitudinal
gradients. Soil moisture sensors were calibrated and installed under the respective
surfaces in order to determine soil moisture trends over a period of six months. To
classify the surfaces using HRI, the pixel and sub-pixel based Perpendicular
Vegetation Index (PVI) and Spectral Mixture Analysis (SMA) respectively were used.
There was no clear trend established between the underlying geology and P. incana
invasion. Land disturbance in general was strongly associated with the invasion, as
the endemic zone for the invasion mainly comprised abandoned cultivated and
overgrazed land. Isohyetic gradients emerged as the major limiting factor of the
invasion; a distinct zone below 619mm of mean annual rainfall was identified as the
apparent boundary for the invasion. Low organic matter content identified under
invaded areas was attributed to the patchy nature of the invader, leading to loss of the
top soil in the bare inter-patch areas.
The area covered by grass had consistently higher moisture values than P. incana and
bare surfaces. The difference in post-rainfall moisture retention between grass and P.
incana surfaces was significant up to about six days, after which a near parallel trend
was noticed towards the ensuing rainfall episode. Whereas a higher amount of
moisture was recorded on grass, the surface experienced moisture loss faster than the
invaded and bare surfaces after each rainfall episode.
ii
There was consistency in multi-temporal Digital Number (DN) values for the surfaces
investigated. The typically low P. incana reflectance in the Near Infrared band,
identified from the multi-temporal HRI was validated by field and laboratory
spectroscopy. The PVI showed clear spectral separability between all the land
surfaces in the respective multi-temporal HRI. The consistence of the PVI with the
unmixed surface image fractions from the SMA illustrates that using HRI, the
effectiveness of the PVI is not impeded by the mixed pixel problem. Results of the
laboratory spectroscopy that validated HRI analyses showed that P. incana’s typically
low reflectance is a function of its leaf canopy, as higher proportions of leaves gave a
higher reflectance. Future research directions could focus on comparisons between P.
incana and typical green vegetation internal leaf structures as potential causes of
spectral differences. Collection of spectra for P incana and other invader vegetation
types, some of which have similar characteristics, with a view to assembling a
spectral library for delineating invaded environments using imagery, is another
research direction.
iii
ACKNOWLEDGEMENTS
I would like to thank the many people whose support in different ways made this
thesis possible,
� Prof. Vincent Kakembo for his enthusiasm, inspiration, guidance and support
throughout my doctoral studies. This study could also not have been possible
without the NRF grant holders funding he secured.
� Dr. Jenipher Gush and the Amakhala Game Reserve Conservation Centre
team (Shahid Razzaq, Dr. Nathalie Razzaq, Lauren Le Roux and Giles Gush)
for the support during field work.
� Dr. Jaques Petersen for statistical support
� Mr. Peter Bradshow and Ms Phozisa Mamfengu of SANParks – Park Planning
and Development for providing GIS data and advice.
� Staff in the Geosciences department for always being there for me. Special
thanks goes to Willy Deysel and Paul Baldwin for making sure that everything
I needed for my laboratory work was available.
� My Colleagues and friends (Mhangara, Nyamugama, Manjoro, Dhliwayo,
Mengwe, Nohoyeka, Mamfengu, Onyancha, Kleyi and Gitonga) for providing
a stimulating environment to learn and grow.
� My brother Dr. Mak’Ochieng and his family for all the sacrifices.
� My immediate and extended family, particularly my parents and my first
cousin Peter Were for making me who I am.
� Generous funding from NRF grant holder bursary and the NMMU
postgraduate funding from the Research Office is hereby appreciated.
� To God for the strength and determination
iv
TABLE OF CONTENTS
Page
ABSTRACT i
ACKNOWLEDGEMENTS iii
TABLE OF CONTENTS iv
APPENDICES viii
LIST OF FIGURES ix
LIST OF TABLES xii
LIST OF ACRONYMS xiii
Chapter 1: General introduction
1.1 Introduction 1
1.2 The research problem 2
1.3 Aim of the study 3
1.4 Specific objectives 3
1.5 Chapter outline 5
Chapter 2: Plant invasions across gradients, hydrological response and
spectral characteristics: A theoretical background
2.1 Introduction 7
2.2 Plant invasions across ecological and physical gradients 7
2.3 P. incana: Origin, floristic structure and invasion implications 9
2.4 Relationship between soil moisture and vegetation patchiness 10
2.4.1 Moisture retention: Implications for invasion control and
restoration of invaded areas 12
2.4.2 Techniques for monitoring soil moisture flux 12
2.4.2.1 Capacitance moisture probes 13
2.5 Classification of P. incana invaded surfaces using pixel and sub-pixel
based techniques 14
2.5.1 Separation of P. incana using ratio based indices 14
2.5.2 Perpendicular Vegetation Indices 15
2.5.3 Pixel and sub-pixel based techniques 16
v
2.5.4 Endmember selection, validation and applicable resolutions 18
2.6. The use of spectroscopy for validation of surface reflectance 20
2.6.1 Role of spectroscopy in remote sensing 20
2.6.2 The spectroscopy process 21
2.6.3 In-situ versus laboratory spectroscopy 22
2.6.4 Spectral reflectance at different wavelengths 23
2.6.5 Importance of spectral derivatives 26
2.7 Summary 26
Chapter 3: P. incana occurrence across a range of gradients
3.1 Introduction 28
3.2 Major gradients within the transects 29
3.2.1 Geological formations 30
3.2.2 Land use types 30
3.2.3 Vegetation types 30
3.2.4 Rainfall 31
3.3 Methods 33
3.4 Results 35
3.5 Discussion 39
3.5.1 P. incana invasion and the underlying geology 39
3.5.2 Land use and P. incana invasion 39
3.5.3 Disturbance as a cause of invasion 40
3.5.4 Isohyet gradient and P. incana invasion 41
3.5.5 P. incana invasion and soil characteristics 42
3.6 Conclusion 43
Chapter 4: Hydrological response of P. incana invaded areas: implications
for landscape functionality
4.1 Introduction 44
4.2 The study area 45
4.3 Materials and methods 47
4.3.1 Capacitance sensor: Theory and instrumentation 47
4.3.2 Sensor calibration 48
vi
4.3.3 Field installation 49
4.3.4 Data presentation and analysis 50
4.4 Results and discussion 50
4.4.1 Moisture variations 50
4.4.2 Episodic moisture flux 51
4.4.3 Soil moisture trends 54
4.4.4 Day/night moisture oscillations 58
4. 4.5 Implications of P. incana invasion for landscape function 62
4.5 Conclusion 63
Chapter 5: A comparison of pixel and sub-pixel based techniques to
separate P. incana invaded areas using multi-temporal High
Resolution Imagery
5.1 Introduction 64
5.2 The study area 66
5.3 Methods 68
5.3.1 High Resolution Imagery acquisition 68
5.3.2 Image rectification 69
5.3.3 Image enhancement 70
5.3.4 Multi-temporal image analyses 70
5.3.5 Surfaces sample spectroscopy 76
5.4 Results 77
5.5 Discussion and conclusion 85
Chapter 6: The use of laboratory spectroscopy to establish Pteronia incana
spectral trends and its separability from bare surfaces and green
vegetation
6.1 Introduction 87
6.2 The study area 89
6.3 Materials and methods 91
6.4 Results and discussion 94
6.5 Conclusion 101
vii
Chapter 7: Synthesis
7.1 Introduction 102
7.2 P. incana invasion correlation with macro-scale gradients 102
7.3 P. incana invasion and soil moisture flux 103
7.4 P. incana spectral characteristics 104
7.5 Application of pixel and sub-pixel based classifications in P. incana
invaded areas 104
References 107
viii
APPENDICES
Appendix A: P. incana canopy mixtures with respective leaves to branch ratios 141
Appendix B: Green vegetation, bare soil and P. incana monthly sample
reflectance spectra 142
Appendix C: First order derivatives of the monthly reflectance spectra 145
Appendix D: Portion of calibrated sensor moisture logs for the three episodes
at 1hr interval 148
ix
LIST OF FIGURES
Figure 2.1: Pteronia incana invader shrub 10
Figure 2.2: The influence of terrain on moisture infiltration 11
Figure 2.3: Perpendicular Vegetation Index (PVI) 15
Figure 2.4: Vegetation spectra and portions that react to different plant
components 22
Figure 2.5: Spectral response of soils at oven dried, 0.03, 0.12, 0.20, 0.30
and 0.42 gravimetric water contents (g/g) 25
Figure 3.1 Transects and GPS invasion nodes 34
Figure 3.2: P. incana invaded nodes on underlying geology 35
Figure 3.3: P. incana invaded nodes on landuse types 36
Figure 3.4: P. incana invaded nodes on vegetation types 37
Figure 3.5: P. incana invaded nodes on mean annual precipitation 38
Figure 4.1: The study site at Amakhala Game Reserve 46
Figure 4.2: Correlation between Volumetric Water Content (θv)
using oven-dried weights and the probe outputs 49
Figure 4.3: Probe response to precipitation episodes during the six
months study period 51
Figure 4.4 a-c: Soil moisture flux for the selected rainfall episodes 52-53
x
Figure 4.5 a-c: Moisture measurements at rainfall onset, break point and lowest
amount recorded 54-55
Figure 4.6 a-f:Day and night soil moisture oscillations before and after
break-points 59-61
Figure 5.1: Location of the study area 67
Figure 5.2: Densely invaded patches around the study area 68
Figure 5.3 a-c: Geo-rectified band composites 70-71
a: 2001 green, red and NIR band composite 70
b: 2004 green, red and NIR band composite 71
c:2006 green, red and NIR band composite 71
Figure 5.4 : A flow-diagram of image data acquisition and processing 75
Figure 5.5: Residual values based on P. incana residual images 76
Figure 5.6 a-f: PVI images and respective classes 77-78
Figure 5.7a: A 2001 image of different surfaces DN clusters in a NIR-red plot 79
Figure 5.7b: A 2004 image of different surfaces DN clusters in a NIR-red plot 79
Figure 5.7c: A 2006 image of different surfaces DN clusters in a NIR-red plot 80
Figure 5.8 a – c: Multi-temporal surface endmembers 80-81
Figure 5.9a – f:Multi-temporal P. incana image fractions and P. incana
boolean images with training sets from PVI images 82-83
xi
Figure 5.10a – c: Spectral samples measurements between October 2007 and
January 2008 83-84
Figure 6.1: Pteronia incana (Blue bush) invasion in the study area 89
Figure 6.2: Location of the study area 90
Figure 6.3 a and b: Sample ratios and canopy surfaces reflectance values 94
Figure 6.4: The influence of increasing proportion of leaves on reflectance at
0.55µm, 0.65µm and 0.88µm wavelengths 96
Figure 6.5: Green vegetation, bare soil and P. incana monthly interval
samples reflectance 97
Figure 6.6: Reflectance differences between the respective surfaces 98
Figure 6.7: Surface reflectance means for the six months data set 99
Figure 6.8: Spectra for the six months reflectance 1st order derivative 100
xii
LIST OF TABLES
Table 3.1: Major characteristics of the invaded nodes within transect A 32
Table 3.2: Physical and chemical characteristics of soils at invaded and
uninvaded sites 39
Table 4.1: Surface soil moisture value threshold ranges and break-points 57
Table 4.2: Surface moisture slope angles and y-intercepts before and after
breakpoints 58
Table 4.3: Day/night moisture standard deviations before and after
break-points 59
Table 5.1 a - c: Error matrices 2001, 2004 and 2006 imagery 74
Table 6.1: Leaf to branch weights and proportions 93
Table 6.2: Branch to leaf proportions and P. incana canopy reflectance at
different wavelengths 97
Table 6.3: Sample reflectance t-tests, p-values, means and standard
deviations 98
xiii
LIST OF ACRONYMS
AGR - Amakhala Game Reserve
APAR - Absorbed Photosynthetic Active Radiation
ASTER - Advanced Spaeceborne Thermal Emission Radiometer
CASI - Compact Airborne Spectrographic Imager
CLSMA - Constrained Linear Spectral Mixture Analysis
DEM - Digital Elevation Model
EMS - Electromagnetic Spectrum
FD - Frequency Domain
GCPs - Ground Control Points
GIS - Geographical Information System
GPS - Global Position System
GV - Green Vegetation
HRI - High Resolution Imagery
IFOV - Instantaneous Field of View
KIA - Kappa Index of Agreement
LAI - Leaf Area Index
LMM - Linear Mixture Model
LPU - Linear Pixel Unmixing
LSMA - Linear Spectral Mixture Analysis
LSU - Linear Spectral Unmixing
MLC - Maximum Likelihood Classification
MSAVI - Modified Soil Adjusted Index
MSE - Mean Square Error
NDVI - Normalised Difference Vegetation Index
NIR - Near Infrared
NP - Neutron Probe
NPV - Non-Photosynthetic Vegetation
PCA - Principal Component Analysis
PVI - Perpendicular Vegetation Index
RMS - Root Mean Square
RMSE - Root Mean Square Error
SAVI - Soil Adjusted Vegetation Index
xiv
SMA - Spectral Mixture Analysis
SR - Simple Ratio
TDR - Time Domain Reflectometry
VIs - Vegetation Indices
WI - Wetness Index
VWC - Volumetric Water Content
1
Chapter 1: General introduction
1.1 Introduction
Plant species invasion has been identified as a major threat to ecosystems worldwide
(see; Wilcove et al., 1998; Richardson et al., 1998; van Wilgen, 2001). Diverse local
effects have been identified as causes of broad landscape implications, which include
among others transformation of forests to grasslands in the Amazon (D’Antonio and
Vitousek, 1992), increased surface runoff causing massive erosion like P. incana
(Blue bush) in the Eastern Cape, South Africa (Kakembo, 2003) and change in fire
regimes in western Australia (Christensen and Burrows, 1986). Such ecosystem
threats have led to an increased search for control and restoration methods that may
enhance ecological and socio-economic stability. However, due to diversity in invader
species and invaded environments, there are no standard methods for invasion control
and management. Consequently, different scale dependent invasion scenarios and
species will require different management approaches (van Wilgen et al., 2001;
Kakembo, 2003).
Due to diverse interacting variables that determine an ecological process, it is difficult
to determine a specific scale at which an ecological phenomenon can be investigated
(Farina, 1998). A multiplicity of scales is therefore often preferred to better
understand an ecological process (Rouget and Richardson, 2003). Ultimately
however, proposed methods for mitigation of plant species invasion and tools to meet
information needs for invasion management at both micro and macro scales have to
be site and case specific (Waring and Running, 1999; Rouget and Richardson, 2003).
In this study, a combination of geo-information techniques and ground based methods
at local and landscape scales are used to provide an in-depth understating of the
invasion of the Eastern Cape environments by P. incana, a patchy vegetation species
indigenous to the dry Karoo conditions.
Earlier studies by Kakembo et al. (2006) and Palmer et al. (2005) using advanced
Space-borne Thermal Emission Radiometer (ASTER) and High Resolution Imagery
provided clear distinction between green vegetation and other surface cover types.
2
However areas invaded by P. incana in both studies were not readily separable from
bare surfaces. Whereas there is a possibility to further explore existing remote sensing
techniques that can be used to delineate surfaces invaded by P. incana, coupling geo-
information techniques with investigations of physical and ecological factors
associated with P. incana invasion would provide a better understanding of the
invasion dynamics. Besides, a survey of P. incana invasion across a range of
gradients viz: land-use, precipitation, vegetation, geology and soil would provide the
basis for management of the invasion. The present study seeks to separate P. incana
from other surfaces using remote sensing techniques and spectroscopy, establish its
occurrence across a range of gradients and determine the hydrological response of the
invaded surfaces. As pointed out by Hobbs and Hopkin (1990), an understanding of
conditions that promote invasions and encourage the establishment of native species,
forms an important component for developing procedures to manage plant species
invasion.
1.2 The research problem
A number of areas in the rangelands of the Eastern Cape Province have been
adversely affected by invasive plant species. P. incana in particular has steadily
invaded several catchments in communal areas, commercial and game farms. The
first step to the management and restoration of such areas would be a reliable
delineation of invaded surfaces from other land cover types. Due to P. incana’s
apparent spectral uniqueness, earlier efforts to use Normalised Difference Vegetation
Index (NDVI) commonly used for above ground green biomass mapping were
unsuccessful (see Kakembo, 2003, Kakembo et al. 2006, Palmer et al., 2005).
Although the Perpendicular Vegetation Index (PVI) has previously been successful in
separating P. incana invaded areas from other surface types using a once off scene
(Kakembo, 2003), its multi-temporal consistency and replicability has not been tested.
Besides pixel based techniques, pixel un-mixing, field and laboratory spectroscopy
are other techniques that need to be explored.
In addition to problems associated with separating P. incana invaded surfaces,
changes in surface vegetation cover caused by the invasion may engender a range of
biophysical deteriorations. These changes may include among things, the alteration of
3
surface and sub-surface moisture budgets which may in turn inhibit the
competitiveness of resident species. Whereas observations have shown that changes in
moisture budgets typify P. incana invaded surfaces, the hydrological response of
these surfaces to rainfall events has not been established. On the basis of the gaps in
knowledge outlined above, the key research questions to be addressed by this study
are:
i) What is the pattern of P. incana occurrence across a range of gradients?
ii) What is the hydrological response of P. incana invaded surfaces as
compared to grass and bare surfaces?
iii) What is the ideal wavelength for separating P. incana from bare surfaces
and green vegetation cover types?
iv) Can consistency be achieved in separating P. incana invaded areas using
multi-temporal High Resolution Imagery (HRI)? Are sub-pixel techniques
more effective than pixel ones in P. incana separation using HRI?
1.3 Aim of the study
The aim of the study is three pronged viz: to establish the spectral characteristics of P.
incana, assess its relationship with a range of variables and determine its impacts on
the soil moisture regime.
1.4 Specific objectives
i) To establish the occurrence of P. incana across a range of gradients.
This objective was achieved by surveying a transect across land use, isohyetic,
geologic, vegetation, pedologic, topographic and altitudinal gradients.
Presence/absence invasion nodes across each gradient were then recorded using
Global Position System (GPS) co-ordinates. Additional information on soil pH
4
and organic matter was used to determine the relationship between local soil
conditions and P. incana invasion.
ii) To compare soil moisture flux under a P. incana invaded surface, grass cover and
bare areas and assess the implications for landscape function.
To achieve this objective, capacitance moisture sensors were used to compare
moisture flux on a P. incana invaded surface, a bare area and a grass patch over
six months. Moisture flux was monitored after each rainfall episode and duration
to inflection points between moisture gain and loss during wet and dry periods
were determined.
iii) To compare pixel and sub-pixel based techniques to separate P. incana invaded
areas using multi-temporal imagery
A DCS 420 high resolution colour infra-red camera on an aerial platform was used
to acquire multi-temporal high resolution imagery from P. incana invaded
surfaces and associated cover types. Several image correction techniques were
adopted and a pixel based technique (Perpendicular Vegetation Index-PVI) and
sub-pixel based technique (Constrained Linear Spectral Mixture Analysis –
CLSMA) were used to compare consistency in P. incana separation. Spectroscopy
and Kappa Index of Agreement (KIA) were used to validate the results.
iv) To determine appropriate wavelengths for separating P. incana from other cover
types using spectroscopy.
This objective was achieved by laboratory and field based spectroscopy of P.
incana, bare soil and green vegetation over a six months period. Different P.
incana spectral responses were simulated using a diverse range of branch to leaf
ratios. Monthly P. incana canopy reflectances were then compared with bare soil
and green vegetation reflectance. First order derivatives of reflectance were
further used to separate spectra for different cover types.
5
1.5 Chapter outline
Chapter 1: General introduction
This chapter provides an overview of issues related to P. incana invasion as well as
remote sensing and ground based techniques applicable to P. incana invasion. Major
research questions arising from the research problem are presented, as well as the
overall aim of the study, specific objectives and a brief description of how they were
achieved. The section concludes by providing a chapter outline.
Chapter 2: Plant invasions across gradients, hydrological response and spectral
characteristics: A theoretical background
The chapter reviews literature on landscape invasion processes and implications.
Literature on methods applied to aerial platform high resolution imagery and
hyperspectral remote sensing techniques used in separating P. incana surfaces from
other land cover types is provided. Major factors determining plant species existence
and sustainability are identified.
Chapter 3: P. incana occurrence across a range of gradients
P. incana occurrence was surveyed across land use, isohyetic, geologic, vegetation,
pedologic and altitudinal gradients. Nodes across each gradient were recorded using
Global Position System (GPS) co-ordinates. Additional information on soil pH and
organic matter was used to determine the relationship between local soil conditions
and P. incana invasion.
Chapter 4: Hydrological response of P. incana invaded areas: implications for
landscape functionality
Soil moisture flux trends were monitored over a period of six months and wet - dry
points of moisture inflection between selected rainfall episodes were presented. The
chapter concludes by discussing the implications of P. incana invasion for landscape
6
function and provides options for restoration and management of P. incana invaded
surfaces.
Chapter 5: A comparison of pixel and sub-pixel based techniques to separate P.
incana invaded areas using multi-temporal High Resolution Imagery
This chapter explains the procedures used to acquire, rectify, analyse and validate
High Resolution Imagery (HRI) from aerial platforms. The Perpendicular Vegetation
Index (PVI) and Spectral Mixture Analysis (SMA) techniques were applied.
Spectroscopy was used to validate spectral trends identified from HRI.
Chapter 6: The use of laboratory spectroscopy to establish Pteronia incana spectral
trends and its separability from bare surfaces and green vegetation
P. incana spectral trends at different wavelengths as determined by changes in branch
to leaf ratios are presented in this chapter. The chapter also presents a comparison of
green vegetation, bare surfaces and P. incana spectra over a six months period. The
chapter is concluded by presenting P. incana, bare surfaces and green vegetation
spectral separation using first order derivatives of reflectance.
Chapter 7: Synthesis
The chapter brings the different strands of the respective chapters together and
provides conclusions based on the findings of the study. Directions for further
research are also suggested.
7
Chapter 2: Plant invasions across gradients, hydrological response
and spectral characteristics: A theoretical background
2.1 Introduction
In order to provide insights into existing literature on plant invasions, this review
focuses on vegetation remote sensing and bio-physical aspects related to plant species
invasion. This chapter is made up of four parts. The first part reviews literature on
factors influencing plant species invasion at regional scales as well as the use of
transects as means of gaining an understanding of invasion occurrence across a range
of gradients. The second part looks at the implication of invasion processes for soil
moisture; it reviews existing perspectives on plant species invasion and moisture flux
on grass, bare surfaces and P. incana invaded areas. The third part looks at remote
sensing using imagery, particularly the use of Perpendicular Vegetation Index (PVI)
and Spectral Mixture Analysis (SMA) in surface cover analysis. Endmember selection
processes as well as possible spatial resolutions for SMA are also discussed. The last
part of this chapter reviews the use of spectroscopy in separating different vegetation
types and moisture influence on surface spectra. This part also reviews the use of first
order derivatives in identifying spectral differences between surfaces.
Notwithstanding brief re-assessment of relevant literature in each of the subsequent
chapters modelled on publication format submissions, this chapter provides extended
reviews of literature relevant to the study. A stand alone review chapter is therefore
provided to bring together the different strands of the theoretical frameworks relevant
to respective chapters. It is therefore inevitable that some aspects covered in this
chapter are repeated in subsequent chapters.
2.2 Plant invasions across ecological and physical gradients
The effects of plant species invasion have led to an increased search for causative and
best possible ways of invasion management. Invasive plant species have been
identified by a number of authors as one of the biggest causes of habitat
transformation and consequent threat to species biodiversity (Walker and Vitousek,
1991; Le Maitre et al., 1996; Burgman and Lindenmayer, 1998; Mack et al., 2000;
8
Alvarez and Cushman, 2002; Hoffman et al., 2004). In an attempt to gain insights into
plant species invasion at different scales, some researchers have identified species
data (e.g. Freitag et al., 1997) or plants species and habitats (e.g. Fairbanks and Benn,
2000; Reyers et al., 2001) as two major classes for landscape analysis. However,
methods that combine both species and habitat data are increasing in popularity (see;
Noss et al., 1990; Cowling et al., 1999).
A number of studies (Woodward and Cramer, 1996; Smith et al., 1997; Diaz and
Cabido, 1997; Pyankov et al., 2000) have emphasised the relationship between plant
functional types at regional level and along specific ecological and physical gradients.
Comparisons of areas within a region are principally important in understanding the
ecological processes, as differences in topography, micro-climate, or previous land
use can create distinct ecological patterns (Pauchard et al., 2004). As opposed to
experimental studies that emphasise the isolation of variables, holistic consideration at
broader scales provide better understanding of invasion processes (Hiero et al., 2005).
Such holistic approaches shed light on plant response to varying ecological, physical,
climatic and anthropogenic variables (Ni, 2003).
Recent developments in geo-information techniques, as well as increasing availability
of environmental and geophysical digital data have led to better testing and
improvement of qualitative and quantitative mapping of species distribution (Brotons
et al., 2004). Consequently, a number of studies have taken advantage of growth in
geo-information techniques for resource mapping, monitoring and management (see:
Amissah-Arthur et al., 2000; Gough and Rushton, 2000; Neke and Du Plessis, 2003;
Muñoz and Felicísimo, 2004).
Within a biome, plant species invasion is rarely continuous and is influenced by a
range of factors like edaphic, microclimatic and human disturbance regimes (Fox and
Fox, 1986; Lindenmayer and McCarthy, 2001). According to Wace (1977),
identification of the most important factors influencing variations in invasion
therefore becomes the first step in understanding current and future invasion trends
that can be used to design mitigation programs. Following the identification of factors
influencing invasion at a given scale is the choice of appropriate data collection
methods. The use of quadrats and belt transect sampling methods have become useful
9
in a wide range of vegetation studies (Cox, 1990). These methods are popular because
they can be used to acquire data more rapidly in their natural setting (Fidelbus and
MacAller, 1993). Since plant distribution is often in patch form, the use of transects in
large scale studies is one of the feasible approaches (Buckland et al., 2007). Whereas
random systematic sampling methods are commonly used within transects (Eberhardt
and Thomas, 1991), the technique chosen will often depend on the type of data
required, sample sizes and the available manpower (Eberhadt and Thomas, 1991).
Cover density and frequency form an important part in the belt transect sampling data
acquisition process. Density is often determined by the number of plants in a specified
area and can be determined by mean vegetation cover per surface (Fidelbus and
MacAller, 1993). Frequency on the other hand is the relative presence or absence of a
given species and will be affected by the size of the quadrat or belt transect used
(Fidelbus and MacAller, 1993). A number of studies (Davis et al, 1998; Dukes, 2001;
Küffer et al., 2003; Fu et al., 2003) have identified precipitation and moisture as
important factors influencing vegetation density and frequency.
2.3 P. incana: Origin, floristic structure and invasive implications
P. incana is a perennial shrub belonging to the Asteraceae family and indigenous to
the dry Karoo biome. It is officially documented in South Africa as a harmful plant
invader species. The shrub has a thick lower woody stem with highly dendrite
branches (Figure 2.1). Leaves are generally green with hairy bluish white covering
hence common name Blue bush. The shrub is commonly propagated by seeds that are
easily dispersible by wind or animals. According to Smith (1966) as quoted by
Kakembo (2003), P. incana was sited in Albany district as early as 1850s and is
suspected to have originated from Klein Karoo. The shrub was however first declared
an invader in the 1930s in Alexandria division. Current field observations show that
P. incana thrives across a diverse range of gradients in the Eastern Cape.
10
Figure 2.1: Pteronia incana invader shrub
Based on field observations, P. incana has a range of known undesirable
characteristics among others un-palatability to browsers and superior competition in
rangelands leading to single species dominance. P. incana invaded sites have also
been identified as niche areas for rill and gully formations and subsequent
degeneration into badlands.
2.4 Relationships between soil moisture and vegetation patchiness
A number of theories have been put forth to explain invasion processes. These include
among others resource ratio theory (MacAthur, 1972; Tilman, 1982; Levine and
D’Antonio, 1999; Miller et al., 2005), species diversity theory (Elton, 1958) and
fluctuating resource theory (Davis et al., 2000). In reference to resource ratio and
fluctuating resource theories, “resources” are emphasized as one of the key factors
that determine plant species recruitment and invasion processes. These resources
include among others soil nutrient, soil moisture and sunlight. However, soil moisture
availability is regarded as the most important resource that determines plant species
invasion (Fu et al., 2003; ICT227, 2007).
At local scales, soil moisture’s influence on ecological and species coverage is
influenced by a wide array of physical characteristics like sedimentation (Cammeraat
11
and Imeson, 1999), slope gradient (Eddy et al., 1999; Zonneveld, 1999; Dunkerley
and Brown, 1995), aspect (Leprun, 1999), soil surface conditions (Dunkerley and
Brown, 1995) and amount of vegetation cover (Galle et al., 1999; MacDonald et al.,
1999). At broader scales, soil moisture is determined by climate, geology, topography,
soils, vegetation and land-use (Hawley et al., 1983; Burt and Butcher, 1985; Le Roux
et al., 1995; Fu et al., 2003). Slope gradient and surface disturbance to a large extent
determine surface runoff, infiltration and therefore stability or replacement of existing
resident vegetation (Tongway and Hindley, 1995; Pauchard and Alaback, 2004;
Kakembo, 2007).
According to Tongway and Hindley (1995), run-on enhances resident species stability
due to high water infiltration and therefore higher nutrient cycling while areas of run-
off gives rise to instability of resident species due to low infiltration and high erosion
(Figure 2.2). It is such areas of low infiltration and consequent low soil moisture
content that are highly vulnerable to invasion (Kakembo et al., 2007).
Figure 2.2: The influence of terrain on moisture infiltration (Adapted from Tongway
and Hindley, 1995).
Soil surface moisture variations in P. incana invaded areas have been analysed using
the Wetness Index (WI), a component of the TOPMODEL extracted from a Digital
Elevation Model (DEM) (see; Kakembo et al., 2007). Whereas very little is
understood on short and medium term moisture fluxes between P. incana invaded
sites and grass patches, a number of studies (Seghieri et al., 1997; Galle et al., 1999;
Valentin and d’Herbés, 1999) have documented the relationship between soil moisture
and vegetation patchiness.
12
2.4.1 Moisture retention: Implications for invasion control and restoration of
invaded areas
Manual clearance and burning are not appropriate rehabilitation options on P. incana
invaded rangelands, as they expose crusted soil surfaces to longer run-off trajectories
and consequent erosion (Kakembo, 2003). According to Palmer et al. (2005), use of
fire reduces biodiversity by destroying species seed banks and standing vegetation.
Sediment and litter trapping on the other hand has been known to significantly
increase soil moisture levels (Kakembo, 2003; Ludwig et al., 1999) and was identified
by Kakembo (2003 and 2007) as a key factor in grass species recruitment on P.
incana invaded surfaces. Whereas it is acknowledged that moisture entrapment and
accumulation may lead to recruitment of grass species and maintenance of grass
patches, a gap still exists in our understanding of the hydrological implications of P.
incana invaded surfaces. Recommendation of moisture elevation as a means of P.
incana invasion management can only be validated after medium to long-term
monitoring using appropriate soil moisture measurement equipment and techniques.
2.4.2 Techniques for monitoring soil moisture flux
Thermo-gravimetric soil moisture measurement, one of the most accurate methods for
determining soil water content, involves comparison of the ratio of mass of water in a
soil sample after it has been oven dried at 100-110oC to a constant weight (Muñoz-
Carpena, 2004). Whereas this method is highly accurate and inexpensive, it is
destructive, slow, and does not allow for same-site repetitive sampling (Baumhardt et
al., 2000; Muñoz-Carpena, 2004). This makes it inappropriate for most moisture
measurement applications including multi-temporal single site moisture monitoring.
Since their establishment in 1980s, soil moisture sensors have emerged as important
soil moisture measurement tools (Evett and Parkin, 2005). Soil moisture sensors are
broadly categorized as either volumetric or tensiometric methods (Muñoz-Carpena,
2004). Both sensor types are used to determine the volume of water in a specified
amount of undisturbed soil and can easily be compared with other hydrologic
variables like precipitation (Mayamoto et al., 2003; Muñoz-Carpena, 2004). Both
forms of instrumentation are grouped as Neutron Probes (NP), Time Domain
13
Reflectometry (TDR) or Frequency Domain (FD) – Capacitance (see; Robinson et al.,
1999, Muñoz-Carpena, 2004 and ICT227, 2007).
The biggest advantage of the existing commercial moisture sensors in comparison to
traditional oven drying techniques is their ability to measure temporal moisture fluxes
with minimal soil disturbance (Evett and Parkin, 2005). Consequently, use of
moisture sensors has become the most practical means of soil moisture measurement
(Robinson et al., 1999).
2.4.2.1 Capacitance moisture probes
Capacitance probes (used in this study) are among a suite of available indirect
moisture measurement techniques. These probes make use of the dielectric
permittivity of a medium as a function of its charge time (McMichael and Lascano,
2003). Since the electric constant of water, solid soil and air are about 80, 4 and 1
respectively, capacitance probes are highly sensitive to soils with varying degrees of
water (Dean, 1994; Geesing et al., 2004; Decagon Devices Inc., 2007). However, due
to low operating frequencies of capacitance devices, soil specific calibration is often
recommended as readings may change with temperature, salinity, bulk density and
amount of clay (Dean, 1994; Baumhardt et al., 2000; Czarnomski et al., 2005).
Capacitance probes have several advantages over many existing soil moisture sensors;
they are accurate with soil specific calibration, relatively inexpensive, sensitive to
high salinity levels, usable with conventional data loggers and are more robust and
flexible than most other moisture measurement devices (Muñoz-Carpena, 2004).
However, capacitance sensors need soil specific calibration and careful installation to
avoid air gaps (Muñoz-Carpena, 2004). For a better understanding of moisture flux on
a mosaic of bare surfaces, invaded areas and remnant grass patches, parallel moisture
measurements are necessary. Whereas a number of existing techniques can be used to
delineate the above mentioned surfaces, the use of remote sensing, which is fast
emerging as an important tool in surface cover mapping is reviewed in the section
below.
14
2.5 Classification of P. incana invaded surfaces using pixel and sub-pixel based
techniques
2.5.1 Separation of P. incana using ratio based indices
Measurement of bio-physical form, type and status is an important process in land use
planning, landscape monitoring and species mapping (Brookes et al., 2000; Jensen,
2005). Since the 1960s, scientists have successfully developed mathematical models
that can be used to determine different states of vegetation (Asner et al., 2003;
Lillesand et al., 2004; Jensen, 2005). The most commonly used techniques under such
models are the various types of Vegetation Indices (VIs) (Asner et al., 2003; Jensen,
2005). These indices estimate among others leaf area (LAI), percentage green cover,
chlorophyll content, green biomass, Absorbed Photosynthetic Active Radiation
(APAR) and canopy type and architecture (Jensen, 2005; Piwowar, 2005). Commonly
used VIs are often dimensionless and used for radiometric applications on remote
sensing imagery that distinguish vegetation abundance and condition from other
materials (Jensen, 2007). The growing popularity of remote sensing applications has
seen an increase in VIs (see; Running et al., 1994, Lyon et al., 1998, Asner et al.,
2003 and Jensen, 2005).
Most of the commonly used vegetation indices make use of the unique healthy
vegetation reflectance in the visible (VIS) and near infrared (NIR) sections of the
electromagnetic spectrum. The application of popular vegetation indices like Simple
Ratio (SR) and Normalized Difference Vegetation Index (NDVI) are limited to
isolation of green biomass from other background material (Asner et al. 2003;
Lillesand et al., 2004). However, trial applications of these indices and other similar
ratio based indices failed to separate P. incana from wet and dry bare surfaces and
senescing vegetation (see Kakembo, 2003; Kakembo et al., 2007). On the other hand,
separation of P. incana from other surfaces was achieved using Perpendicular
Vegetation Indices (PVI) in the same studies. The PVI is explored further in the
section below.
15
2.5.2 Perpendicular Vegetation Indices (PVI)
Perpendicular vegetation indices (PVI) originated from the works of Kauth and
Thomas (1976) and Richardson and Wiegand (1977) who used a red and near infra-
red band correlation from Landsat imagery to differentiate vegetation from soil. It is
based on Gram-Schmidt orthogonalization and identifies points of maximum
greenness that is perpendicular to the soil line (Sunar and Taberner, 1995; Akkartal et
al., 2004). According to Akkartal et al. (2004) the efficacy of PVI (Figure 2.3) in
differentiating vegetation cover from background soil effects is due to the red/infrared
band combination absorption of iron oxide present in many soils.
Figure 2.3: Perpendicular Vegetation Index (PVI), showing a perpendicular measure
of vegetation from the soil base line. In this example point A has a higher
PVI and therefore higher vegetation density than point B. (Source:
Canadian Centre for Remote Sensing website)
Perpendicular Vegetation Index (PVI) is analytically superior to the SR index and
NDVI as it fully accounts for the background soil, reduces the effects of differences in
solar zenith and accounts for topographic differences (Jensen, 1996; Asner et al.,
2003). It is expressed as:
( ) 12 ++−= abaRNIRPVI (1)
Where a and b are the slope and offset of the soil line respectively.
16
2.5.3 Pixel and Sub-pixel based techniques
Conventional indices like NDVI, Modified Soil Adjusted Vegetation Index (MSAVI)
and PVI display pixel content by aggregating the spectra for all the components
within a pixel (Pu et al., 2003; Lu et al., 2003a). Such indices fail to fully account for
landscape mosaics as smaller land cover types are concealed (DeFries et al., 2000).
Consequently, pixel based techniques offer reliable but less accurate estimation of
land cover surfaces, as heterogeneous classes within pixels are grouped to single
classes (Foody, 1996; Huguenin et al., 1997; Tompkins, 1997; DeFries et al., 2000;
Wu et al., 2002; Pu et al., 2003). According to Adams and Gillespie (2006), almost all
landscape reflectance values are a mixture of different spectra with visual purity
emanating from dominance of a single or a few spectra over others. This can be
accounted for by the reflectance of different materials within an Instantaneous Field
of View (IFOV) (Lillesand et al., 2004). Since the determination of precise
proportions is often daunting, Clark’s law often applies (see Adams and Gillespie,
2006).
The Spectral Mixture Analysis (SMA) also referred to as Linear Spectral Unmixing
(LSU), Linear Spectral Mixture Analysis (LSMA), Linear Mixture Model (LMM) or
Linear Pixel Unmixing (LPU) (Bateson and Curtiss, 1996; Lu et al., 2003b; Zhu,
2005; Omran et al., 2005) is one of the existing sub-pixel based or “soft classifier”
techniques used to decompose pixels into their components and is often suggested for
more accurate land cover mapping (Smith et al., 1990; Tompkins, 1997; Erol, 2000;
McGwire et al., 2000; Pu et al., 2003; Omran et al., 2005; Palaniswami et al., 2006).
This model involves de-convolution of proportional cover based on spectral
reflectance of endmembers used as references (Zhu and Tateishi, 2001; Omran et al.,
2005). The output is endmember image fractions and residual images with root mean-
square of each pixel fit (Huguenin et al., 1997; Gross and Schott, 1998). These results
provide an estimation of a pixel’s ground area represented by each reference classes
(Lillesand et al., 2004). Whereas accurate reference class measurements are possible,
SMAs are mainly used as aids to imagery analysis and interpretation (Adams and
Gillespie, 2006).
17
Spectral Mixture Analysis (SMA) differs from PVI in three ways; it can be used to
establish wide variety of major imagery cover types fairly easily (Bateson and Curtiss,
1996; Asner et al., 2003) and sub-pixel spectrally unique materials can be
distinguished (Bateson and Curtiss, 1996). Spectral Mixture Analysis (SMA) has
several advantages over pixel based classification methods; it changes Digital Number
(DN) values to specific elements within a pixel, can be used to identify various
elements within a pixel and can be used to provide individual land cover distribution
within an image (Tompkins et al., 1997; Adams and Gillespie, 2006). According to
Adams and Gillespie (2006), it is easier to correlate field covers to unmixed pixel
fractions as DNs can be converted to numerical fraction using representative
endmembers. Unlike VIs, SMA can be used on any band combinations from multi-
spectral (Lu et al., 2004), hyper spectral (Miao et al., 2006; Chen and Vierling, 2006)
and even thermal data (Collins et al., 2001) and are not restricted to any particular
wavelengths.
Spectral Mixture Analysis (SMA) model assumes that the reflectance spectrum is a
linear combination of the endmembers of materials present in a pixel weighted by
their fractional abundance (Adams et al., 1995; Lu et al., 2003a; Asner et al., 2003;
Jensen, 2005). It is expressed as:
∑=
+=n
k
iikki RfR1
ε , (2)
Where i is the spectral band used; k = 1, ……., n (number of endmembers); Ri is the
spectral reflectance of band i of a pixel which contains one or more endmember; fk is
the proportion of endmember k within the pixel; Rik is spectral reflectance of
endmember k within pixel on band i and εi is the error of band i.
The proportion of each endmember which is usually between zero and one is the
fractional area occupied by each material within a pixel and sums to one (Settle and
Drake, 1993; Asner et al., 2003; Lu et al., 2003a; Adams and Gillespie, 2006). To
reflect true abundance fractions of endmembers, constrained unmixing solution is
applied where fk is restricted and expressed as:
18
∑=
=n
k
kf1
1 and 0 1≤≤ kf . (3)
To test the accuracy and pixel fit of the land cover fractions to the reference image,
root mean-square (RMS) or mean square error (MSE) residual images (Miao et al,
2006) are often used. This may be expressed as;
Γx22
1 1
1iij
n
j
p
i
jqp
βσ∑∑= =
= (4)
where Γx is the mean square error (MSE), n is the number of spectral bands, p is the
number of endmembers, qj are the main diagonal elements in the symmetric matrix
(X+)T, X
+=(X
TX)
-1X
T, and σ
2ij are the variance of residual ε. Low RMS or MSE
indicate better fractional fit to the reference image (Huguenin et al., 1997; Mather,
1999; Lu et al., 2003a).
2.5.4 Endmember selection, validation and applicable resolutions
A proper choice of endmembers determines the reliability of an SMA process (Zhu
and Tateishi, 2001; Lu et al, 2003b; Lu et al, 2004). Since only few surface materials
can accurately be spectrally distinguished, it is recommended that an SMA process
should involve a selection of endmembers that represent few major surface materials
(Small, 2001; Sobal et al., 2002; Lass et al., 2005). A large body of literature on
different endmember selection methods exists (see; Tompkins et al., 1997; Mustard
and Sunshine, 1999; van der Meer, 1999; Maselli, 2001; Lu et al., 2003b; Theseira et
al., 2003 for summaries of the most commonly used endmember selection methods).
Despite the large number of endmember extraction methods in existence, most
researchers prefer image based endmember extraction techniques because they are
collected under conditions similar to those of the image (Plaza et al., 2005) and are
easier to extract (Bateson and Curtis, 1996; Roberts et al., 1998; Palaniswami et al.,
2006). Image based endmembers are also at same scale as imagery to be processed
19
(Roberts et al., 1998) and eliminate the need for ground measurements, which are
often impossible as in case of forest canopy (Asner et al., 2003). However, several
authors (Bateson and Curtiss, 1996; Asner et al., 2003; Jensen, 2005) observe that it is
often difficult to identify sufficiently pure pixels from available remote sensing data
scales.
The number of endmembers to be used in an SMA process is determined by data
spectral information and the imagery sensors field of view (Asner et al., 2003; Adam
and Gillespie, 2006). Surface materials complexity will increase with an expansion in
field of view (Adam and Gillespie, 2006). According to Ustin et al. (1996), two to six
endmembers are required for an SMA process regardless of the data spectral detail.
Depending on the heterogeneity of land surfaces, two endmembers can be used to
provide reliable fractions on most image datasets (Roberts et al., 1998). Too many
endmembers however reduce fractional accuracy as they can easily simulate one
another (Adam and Gillespie, 2006). To enhance image classification accuracy, the
number of endmembers can be reduced by ignoring the unique spectral data that are
not required in the final fractions. The ignored endmembers can then be
accommodated in the Root Mean Square (RMS) residual image. Whereas the choice
of endmembers may vary from one application to another (see; Plaza et al., 2004;
Amorós-López et al., 2006; Robichaud et al., 2007), three or four endmembers [i.e.
green vegetation (GV), shade and soil or GV, shade, soil and non-photosynthetic
Vegetation (NPV)] are commonly used (Sobal et al., 2002; Pu et al., 2003; Lu et al.,
2004; Uenishi et al., 2005).
The SMA procedure starts with qualitative image mapping that may be followed by
quantitative image analysis (Adam and Gillespie, 2006). Establishing precise
quantitative endmember fractional covers is often difficult, as extractions are based on
complex heterogeneous landscapes (Plaza et al., 2005; Adam and Gillespie, 2006).
Since output validation is often a difficult process, factors like the number, quality and
spectral variability of endmembers, as well as atmospheric distortions of data become
important in determining the accuracy of image fractions (Tompkins et al., 1997;
Asner and Lobell, 2000; Adam and Gillespie, 2006; Palaniswami et al., 2006).
Several researchers however suggest several SMA groundtruthing methods like the
use of Maximum Likelihood Classifier (MLC) (Lu et al. 2004), Root Mean Square
20
Error (RMSE)-(Uenishi et al., 2005), Principal Component Analysis (PCA) - (Miao et
al., 2006), and correlation of GPS registered points with image fractional abundance
(Palaniswami et al., 2006).
Spectral Mixture Analysis (SMA) has commonly been used on low spatial resolution
remote sensing data (see; van der Meer, 1999; Zhu and Tateishi, 2001; Lu et al., 2004;
Uenishi et al., 2005; Amorós-Lopez et al., 2006 among others). However, the
application of SMA on high and medium spatial resolution remote sensing data has
been found to be capable of yielding good mapping results (see: Plaza et al., 2005 -
mapping oil spills on sea water using Compact Airbone Spectrographic Imager
(CASI) and Miao et al. 2006 – mapping yellow star thistle invasion using CASI-2).
According to Jensen (2005), SMAs are applicable to imagery data of any spatial
resolution. In addition to more apparent fractions that can be obtained from image
data, Jensen (2005) observes that high resolution imagery of 1 x 1m resolution may
sometimes require more applicable endmembers to help account for subtle features
like pure shadow, sun-glint water or bare soil’s mineral differentiation.
Whereas PVI and SMA have proved valuable in separating surface materials,
different distortions caused by un-ideal conditions during image acquisition may give
inaccurate reflectance or DN values. The identification, separation and comparison of
spectral trends require separation and analysis of individual land surface materials.
Field based or laboratory spectroscopy can be used to validate separate reflectance
patterns at desired wavelengths. This process which involves the isolation of a
material of interest and measuring its reflectance is reviewed below.
2.6 The use of spectroscopy for validation of surface reflectance
2.6.1 Role of spectroscopy in remote sensing
Remote sensing applications in vegetation mapping rely heavily on different
materials’ visible (VIS) and near-infrared (NIR) spectral characteristics. Such
characteristics have been widely used in remote sensing for both imagery analysis and
materials spectroscopy (see: Gitelson et al., 2002; Van Til et al., 2004 for
21
applications). Field spectroscopy or laboratory measurements have emerged as
important remote sensing tools for data acquisition and field validation (Smith et al.,
1990; Everitt et al., 2002; Jensen, 2005; Piekarczyk, 2005; Leuning et al., 2006;
Adams and Gillespie, 2006). This method can be used to convert imagery radiance to
reflectance, improve mapping analysis and modelling accuracies (Goetz and
Srivastava, 1985; McCoy, 2005), and for image acquisition reconnaissance purposes
(Analytical Spectral Devices, 2008).
2.6.2 The spectroscopy process
Field spectroscopy is made possible by the absorption, transmission radiance and
irradiance process (Jensen, 2007). Under clear atmospheric conditions, solar radiation
accounts for 90% of the incident irradiance; the rest comes from nearby structures,
vegetation, clouds or even the instrument operator (McCoy, 2005). To achieve
reliable results, it is necessary to maximise solar radiation and minimise radiation
from surrounding materials (McCoy, 2005). Materials reflectance values are achieved
by measurement of target radiance and reflectance from a standard white unglazed
ceramic panel with about 98.2% average reflectance (McCoy, 2005). Due to its high
diffuse reflectance of any material, a spectralon standard panel is the most commonly
used reference material for field and laboratory applications Jensen (2007). It assumed
that the standard plate is a lambertian reflector with independent zenith and azimuth
angles of incident radiation (Jackson et al., 1992). A target material reflectance (r) is
calculated as ratio of a materials reflectance to standard white reflectance panel;
r = (radiance of target/radiance of panel) k (5)
where the constant k is the panel correction factor which is a ratio of the solar
irradiance to the standard white plate and should be close to 1 (McCoy, 2005).
Spectral reflectance data can be obtained by comparing materials spectral radiation
and wavelength vis a vis its chemical and physical properties (Kokaly et al., 2003). In
vegetation remote sensing for instance, green vegetation can be distinguished from
other materials due to their unique spectral curves determined by leaf pigments,
internal scattering and leaf water content (Jensen, 2007). Figure 2.4 below depicts
22
areas that react to different leaf components within the 0-2.5µm wavelength regions.
However, due to differing leaf attributes, spectra of different leaves and grass types
may be located above or below the one shown below (Smith, 2001; Kokaly et al.,
2003; Lillesand et al., 2004).
Figure 2.4: Vegetation spectra and portions that react to different plant components
shown at the top (from Smith, 2001).
2.6.3 In-situ versus laboratory spectroscopy
In situ spectral reflectance measurement equipment makes use of electromagnetic
radiation and materials’ unique chemical and/or physical properties (Kokaly et al.,
2003). According to Jensen (2007), such equipment can be used to acquire more
information about materials, calibrate data from other platforms and generate spectra
for better separation of materials from multi-spectral or hyperspectral data. In situ
spectral measurement also allows for monitoring of spectral response based on change
in conditions (see; Laudien et al., 2003; Van Til et al., 2004; Aldakheel et al., 2004;
Foley et al., 2006; Thorhaug et al., 2006). However, major disadvantages of field
measurements include influence of atmospheric scattering, heterogeneity of field
materials and difficulty of moving spectroscopy equipment (Adams and Gillespie,
2006). Better spectral data can therefore be achieved by reducing the effects posed by
the above mentioned challenges (Foley et al., 2006).
23
Laboratory spectroscopy has become popular with the scientific community,
particularly for portable samples, as conditions can easily be designed, monitored or
altered (Adams and Gillespie, 2006; Foley et al., 2006). Several authors (Curtiss and
Goetz, 1994; Milton, 1987; McCoy, 2005) provide a number of guidelines that must
be taken into account to achieve reliable laboratory reflectance data:
• Sensor Instantaneous Field of View (IFOV) must be known
• The reference panel should fill the IFOV
• The target should fill the IFOV
• Irradiance should be constant when taking both panel and target measurements
and
• The linear response changes to radiation and standard panel reflectance should
be known and should be kept constant during reflectance measurement.
Laboratory based measurements have several advantages over field spectral
measurements viz: it allows for control of viewing and illumination geometry;
secondly, measurements can be done any time and thirdly problems arising from wind
and haze are eliminated (McCoy, 2005; Jensen, 2007). However, measurements under
such artificial conditions do not allow for fair comparison with aerial data acquired
from solar energy. It is also impractical to carry out some measurements like tree
canopies or large rocks in the laboratory (see: Adams and Gillespie, 2006). In cases
where calibration with imagery data is not required, laboratory based spectral
measurement remains the best possible option for spectral data acquisition (Adams
and Gillespie, 2006).
2.6.4 Spectral reflectance at different wavelengths
At the visible section of the Electro Magnetic Spectrum (EMS), the spectral behaviour
is determined by chlorophyll and other plant pigments. The 0.45 – 0.52 µm and 0.63-
0.69 µm in the visible portion of the EMS are known to be regions that show greatest
chlorophyll absorption and are often referred to as chlorophyll absorption bands
(Jensen 2007; Lillesand et al., 2004). The 0.45 – 0.52µm portion is highly sensitive to
both carotenoids and chlorophyll while 0.63 – 0.69 µm portion is highly sensitive to
24
chlorophyll (Jensen 2007). In this section, more blue and red wavelengths are
absorbed than green wavelengths. Consequently, a small reflectance peak is generated
within the visible portion (Smith, 2001; Lillesand et al., 2004; Jensen, 2007). In the
case of senescing vegetation and a consequent decrease in chlorophyll absorption,
there is often an increase in reflectance values at both the blue and red wavelengths
(Lillesand et al., 2004). This portion can thus be used to detect changes in internal leaf
structure as well as vegetation health (Jensen, 2007).
The reflectance of healthy green vegetation increases sharply between red and near
infrared wavelengths (around 0.7µm) – red edge (Smith, 2001; Lillesand et al., 2004;
Jensen, 2007). In most plants, the distinctive red edge peak into the near infrared
wavelength persists to around 1.3µm where 40 to 60 percent of incident near infrared
energy is reflected (Jensen, 2007). In this wavelength, the reflectance scatter is
dictated by the internal leaf cellular structures (Smith, 2001). Due to high variability
in leaf cellular structures of different plants, this wavelength can be used to
distinguish between different species (Lillesand et al., 2004). Vegetation stress or
senescence often leads to reduction in near infrared reflectance, making this region
useful for mapping stressed vegetation (Lillesand et al., 2004; Jensen, 2007). Other
important applications of this section include general vegetation mapping, crop
condition monitoring, yield estimation, and biomass measurement (Aronoff, 2005).
Generally, reflectance decreases with an increase in wavelength beyond 1.3µm, as leaf
incident energy is either absorbed or reflected (Kokaly et al., 2003; Lillesand et al,
2004). However, there are two conspicuous water absorption bands at 1.4µm and
1.9µm within this wavelength (Smith, 2001; Lillesand et al., 2004).
Spectral reflectance curves for soil, rocks and mineral are not markedly dissimilar
from those of vegetation (Lillesand, 2004; McCoy, 2005; Aronoff, 2005; Adams and
Gillespie, 2006; Jensen, 2007). Richardson and Wiegand (1977) also provide red and
near infrared reflectance distinctions between grass, dense vegetation, dry soil, wet
soil and water. A typical soil or rock spectral response shows a steady rising curve in
the visible and near infrared but may rise less steeply after the near infrared
wavelength (Figure 2.4) (McCoy, 2005). Soil reflectance may depend on factors like
the soils moisture, texture, organic matter and mineralogy (Jensen, 2007). The
influence of these factors on soil reflectance is often interrelated, for instance, coarse
25
sandy soils – often well drained – usually have higher reflectance in comparison to
poorly drained soil types (Lillesand et al., 2004; Jensen, 2007). Similar to water
absorption bands in vegetation reflectance trends, the effects of moisture on soil
spectral response are often apparent around 1.4 and 1.9µm (Figure 2.4). In dry sandy
soils however, coarse particles have lower reflectance than fine textured soils
(Lillesand et al., 2004). According to McCoy (2005), dry soils are characterised by
two reflectance effects; firstly, reflectance increases and secondly water absorption
bands become less apparent (Figure 2.5), or may even disappear for extremely dry
sandy soils. Drying of clay or silt also leads to a reduction in depth of moisture
absorption bands. However, unlike sandy soils, the water absorption band dips may
still be visible even after extremely dry conditions (McCoy, 2005).
Figure 2.5: Spectra response of soils at oven dried, 0.03, 0.12, 0.20, 0.30 and 0.42
gravimetric water contents (g/g) (Adapted from Whiting et al., 2004).
An increase in organic matter leads to a decrease in spectral reflectance (Jensen,
2003). According to McCoy (2005), only up to 5% of soil organic matter can affect
spectral response often restricted to the visible wavelengths. Reflectances generally
increase with increased soils salinity content in the visible and near infrared
wavelengths (Jensen, 2007). In iron oxide rich soils, noticeable increase between 0.6-
0.7µm and a slight dip between 0.85 and 0.9µm in comparison to soil types without
iron oxide are often visible (Jensen, 2007).
26
2.6.5 Importance of spectral derivatives
Whereas it may be easy to distinguish some materials like water from other surfaces
using spectral reflectance, some materials have been known to have near similar or
overlapping spectra (Curran et al., 1991). Other materials’ spectra like senescing
vegetation for instance can be heavily influenced by background soil, shadows or
litter (Curran et al., 1991). Derivatives can be used to enhance clarity of such spectra
at specific wavelength ranges or within the entire range of wavelengths under
investigation (Elvidge and Chen, 1995; Chen et al., 1999). Derivatives aim at
identifying inflection points from zero order reflectance curves for different materials.
These inflection points can then be compared against each other (Chen et al., 1999).
Derivatives are achieved by dividing the reflectance difference by an interval of
contiguous wavelength, which yields interval slopes of the original spectrum (Becker
et al., 2005). According to Becker et al. (2005), areas of sudden change in the
spectrum provide better spectral differences than gentle curves. Derivatives have been
found to be useful in suppressing background signals, distinguishing closely related
signals and reducing differences caused by changes in illumination (Demetriades-
Shah et al., 1990; Elvidge and Chen, 1995; Chen et al., 1999). The use of derivatives
has also been useful in the identification of the red edge and amount of chlorophyll
content by locating its position in the reflectance spectrum (Chen et al., 1999;
Blackburn, 2007).
2. 7 Summary
Investigations of plant invasions along specific ecological and physical gradients
provide a better understanding of the invasion process in terms of plant response to
varying ecological, physical, climatic and anthropogenic variables. Given that soil
moisture flux is heavily influenced by P. incana invasion, moisture regulation can be
used to control the invader and restore landscapes whose degradation is a result of the
invasion. Notwithstanding the efficacy of pixel based techniques like the PVI, sub-
pixel based techniques, for instance the SMA can provide better surface separation.
Image based endmember extraction techniques are preferred by most researchers, as
endmembers mirror image conditions. Spectroscopy is important as a data validation
27
tool in land cover mapping. Laboratory based spectroscopy under a controlled
environment provides better results than field based spectral measurements. In cases
where materials have closely related spectral reflectance, the use of derivatives can be
used to provide clarity in spectral differences.
28
Chapter 3: P. incana occurrence across a range of gradients
3.1 Introduction
The effects of plant species invasion are currently considered a serious threat to
biodiversity in many parts of the world (Williams and Gill, 1995; Mack and
D’Antonio, 1998; Grove and Willis, 1999). This has led to increased research towards
unravelling causative factors and developing mitigation measures (D’Antonio et al.,
1999; Mack et al., 2000; van Wilgen et al., 2001; Rejmánek et al., 2004). Since
varying conditions interact to determine invasion at different scales (Farina 1998),
investigations under diverse physical and natural settings at broader landscapes offer a
feasible research option for understanding plant species invasion (Richardson et al.,
2004). According to Byers and Noonburg (2003), such scales are often made up of
heterogeneous ecological and environmental conditions that may provide a better
understanding of invasion processes. In such cases, the identified variables can then
be used to determine how the invader interacts with local physical, ecological and
climatic conditions which in turn can be used to identify sensitive landscapes (Kruger
et al., 1989). Since it is often difficult to identify replica land-use, topographic or
micro-climatic conditions occurring in multiple areas, identification and investigation
of a wide array of existing variables within the landscapes remain the most viable
approach to identifying factors influencing species invasion (Pauchard et al., 2004).
The effects of eco-physical and environmental variables as filters to vegetation
sustainability can be well understood by considering the filters independently (Keddy,
1992). Plant invaders are often discontinuous, as determined by eco-physical and
environmental variables within a biome (Carr et al., 1992). Wace (1977) suggests that
such variables can be used to classify landscape sensitivity that can in turn be used to
design invasion management and rehabilitation programs.
Previously, studies on P. incana invasion have concentrated on identification of
conditions that determine invasion at patch, hillslope and catchment scale (see
Kakembo, 2003; Kakembo et al., 2006; Kakembo, et al., 2007). Generally, studies
carried out at such localised scales are crucial to identifying micro-scale co-variables
29
that may be associated with P. incana invasion. However, since eco-physical and
environmental factors often differ spatially, conditions that limit or encourage
invasion may also differ across these factors (Higgins and Richardson, 1996).
Consequently, whereas fine scale studies may provide an understanding on specific
factors influencing invasion, such an approach may ignore processes outside the
affected site, making landscape extrapolations based on local findings inappropriate
(Pauchard et al., 2003). To gain a holistic understanding of P. incana invasion at
landscape scale, it would therefore be imperative to gain insights of its occurrence
across a range of gradients.
Climatic conditions, underlying lithology, and ecological disturbance have been
identified as variables associated with plant species distribution (see; Fox and Fox,
1986; Woodward, 1987; Carr et al., 1992; Mackey, 1993). In addition to these
variables, local soil physical and chemical properties have been known to determine
the type and form of vegetation (Dukes and Mooney, 1999; Küffer et al., 2003;
Echeverria et al. 2004). Changes in soil organic matter (OM) have for instance been
associated with an increase in soil temperature, change in trace gases and an alteration
in the soil microbial activity all of which directly affect plant sustainability (Buckley
and Schmidt, 2001; Küffer et al., 2003). Soil pH on the other hand determines the
type and amount of nutrients available in the soil. Since different vegetation types
thrive on different types of nutrients, vegetation type and form are therefore often
determined by local soil pH (Goldberg, 1985; Spies and Harms, 1988; Hironaka et al.,
1990; Gardiner and Miller, 2004; Hillel, 2004; Moody, 2006). Against the background
of variations in controlling variables, P. incana invasion was investigated across a
range of gradients.
3.2 Major gradients within the transects
In order to determine the relationship between P. incana and a range of gradients, one
major transect from the coast (near Port Elizabeth) to just beyond Grahamstown and
two north-easterly and westerly prongs across Ngqushwa District were surveyed (see
Figure 3.1). The transect traversed five major gradients namely: geological
formations, land use, vegetation, altitudinal and isohyetic zones. Soil physical
30
properties viz: particle sizes, OM and pH for samples collected along the transect were
also analysed.
3.2.1 Geological formations
The transect traversed a variety of geological formations and consequent
heterogeneous soils. The formations range from Kirkwood, Sundays river,
Alexandria, Nanaga, Lake Mentz, Grahamstown, Weltevrede, Dwyka, Fort Brown to
Adelaide and Escourt. P. incana invaded nodes were recorded along the transect (see
Figure 3.2). The association of the invaded nodes with specific geologic formations
was identified by overlaying GPS coordinates on the geology map as described in the
methods section 3.3.
3.2.2 Land use types
The transect transcended land use types ranging from game farms, grazing land,
cultivated communal and commercial farms, and abandoned lands. Generally, the area
covered by the major transect had fewer land-use types compared to the north-easterly
and westerly prongs across Ngqushwa district. The two prongs traversed communal
villages characterised by dense rural settlements, fragmented cultivated and grazing
land, and extensive abandoned land, large tracts of which are affected by severe forms
of soil erosion. It is these abandoned and overgrazed lands that constitute the endemic
zone of the invasion.
3.2.3 Vegetation types
Sixteen vegetation types are traversed by the transect (Figure 3.4). The major transect
and two prongs crossed twelve and four vegetation types respectively. It is noteworthy
however that the natural vegetation has been tremendously modified by man’s
activities, particularly in the communal lands. Many of the vegetation types indicated
by Figure 3.4 exist in remnant form. Apart from the invader investigated in the
present study, other alien invader species have gained a footprint, replacing vast areas
of the indigenous vegetation types. The deviation from the natural vegetation was
evident at the different P. incana invaded nodes surveyed along the transect.
31
3.2.4 Rainfall
The major transect and two prongs traversed five and two isohyetic zones
respectively. The mean annual precipitation within the zones ranges from 363 mm in
a part of the Algoa Bay to 950 mm around Grahamstown (Figure 3.5). Soil moisture
variations within micro-topographic features were identified by Kakembo et al.
(2007) as one of the key factors influencing P. incana invasion. A survey of invasion
nodes along a transect from the coast into the interior should provide insights into the
pattern of the invasion in relation to isohyetic zones. It should also be possible to
identify the threshold precipitation limit beyond which the invasion is not prevalent.
Major characteristics of the main transects’ invaded sites are summarised in the table
below.
32
Table 3.1: Major characteristics of the invaded nodes within transect A.
Invaded site Geological Lithology/ Vegetation MAR1 Slope MASL
2 Estimated. P.
formation rock material zone (Range) in degrees incana cover(%)
1 Alexandria Conglomerate, Coega 218-353 2 47 30
Calcareous Bortveld
Sandstone
Cocquinite
2 Nanaga Calcareous Albany 353-487 3 357 35
Sandstone coastal belt
Sandy limestone
3 Quaternary Aeolian sand Kowie Thicket 218-353 7 192 70
4 Weltervrede Shale Tarkastad 218-353 5 360 50
Quartzite montane
Shrubland
5 Dwyka Shales Kowie Thicket 218-353 3 290 40
MAR
1 – Mean Annual Rainfall
MASL2 – Metres above Sea Level
33
3.3 Methods
P. incana invaded nodes were surveyed along a transect from the coast into the
interior along the N2 main road and across Ngqushwa district. Digital shapefiles from
SANParks (Park Planning and Development Division) validated with relevant data
from hard copy maps were used to identify the respective gradients traversed by the
transect. Using a centimetre level precision Ashtech®
ProMark2™
Global Position
System (GPS) receiver and hard copy maps, one major continuous belt transect (A)
spanning 135 x 8 km with numbered P. incana invaded nodes was surveyed from the
first invaded area near Port Elizabeth. Subsequent invaded nodes were identified
along the N2 major road that runs inland in a north-easterly direction (Figure 3.1).
The occurrence of P. incana across the eco-physical, land use, latitudinal and
isohyetic gradients that the transect traversed was investigated. The numbered GPS
points along the transect were also used as sampling sites to determine soil physical
properties. Differences in pH and OM between invaded and un-invaded sites were
sought. Two other prongs of the transect (B and C) were established in north-east (55
x 5 km) and north-west (30 x 5 km) directions up to last known nodes of the invasion
(Figure 3.1). Based on previous preliminary field surveys, the first invaded node
within the major transect was located 30km north-east of Port Elizabeth (Figure 3.1).
Subsequent GPS points representing P. incana invaded surface nodes within the
major transect were consecutively numbered 2 to 5 (Figure 3.1).
34
Figure 3.1: Transects and GPS invasion nodes.
At each invaded surface GPS node, slope and altitude were recorded. Surrounding P.
incana percentage cover within a 20m radius of each of the invaded node was also
estimated. The nodes’ underlying geology, surrounding vegetation, landuse and mean
annual precipitation were identified from the relevant digital and hardcopy maps. All
the GPS invasion points surveyed were then overlaid on the digital maps of the
respective variables.
At each node along the major transect, soil samples were collected to determine the
soil pH and OM on invaded and un-invaded surfaces. Twenty soil samples were
randomly collected around each invaded centroid. A similar number of samples was
collected from respective adjacent un-invaded sites using the same procedure. Soil pH
was determined in the laboratory using a calibrated HANNA HI 991300 pH meter
(HANNA Instruments, Woonsocket - USA). To establish the soil percentage OM, the
same sampling procedure above was used. At each invaded area, average OM content
from twenty samples was determined using Loss on Ignition (LOI) method (Heiri et
al., 2001). Soil particle analysis was also carried out using the hydrometer method
35
(Day, 1965). Unlike pH and OM that were compared between invaded and un-
invaded surfaces, soil particle analysis was restricted to invaded surfaces.
3.4 Results
There was no P. incana invasion recorded in areas underlain by Sundays River,
Kirkwood, Lake Mentz and Grahamstown geological formations within transect A
(Figure 3.2). A higher frequency of invasion nodes was recorded on the two minor
prongs of the transect (B and C) than the main transect A. Invasions were recorded on
Alexandria, Fort Brown, Adelaide and Escourt geological formation on transect B and
Adelaide and Escourt geological formation on transect C (Figure 3.2). There were no
P. incana invasion nodes recorded beyond the last nodes on the north-east and north-
west directions of transect prongs B and C respectively. Areas beyond prong B were
dominated by Adelaide and Escourt with strips of Karoo dolerite while areas beyond
prong C were dominated by Adelaide and Escourt with strips of Karoo dolerite and
Tarkastad geological formations.
Figure 3.2: P. incana invaded nodes on underlying geology.
36
Invasion nodes 2, 3, 4 and 5 recorded within this transect fell within land described on
the map as vacant/unspecified land use. However, during the transect survey process,
nodes 3 and 5 were identified as lying on grazing land, while node 4 was located on a
game farm. Node 1 lay on cultivated land (Figure 3.3). Transects B and C traversed
mainly grazing, cultivated and abandoned lands in the communal areas (Figure 3.3).
Figure 3.3: P. incana invaded nodes on land use types.
P. incana invasion nodes were recorded in areas covered by Coega Bontveld, Albany
Coastal belt, Kowie and Bhisho Thornveld thicket types (Figure 3.4). However, the
original vegetation in these zones has been substantially modified. Transect B covered
six vegetation types. Two invaded nodes were on the Great Fish River Thicket while
one node was on the Suuberg, Buffels and Bhisho Thornvelds. Generally, the
vegetation types affected by P. incana invasion were diverse. By implication, there is
no specific vegetation zone with which the invasion is associated.
37
Figure 3.4: P. incana invaded nodes on vegetation types.
The five invasion nodes along main transect A clearly lie in an isohyetic zone with a
precipitation range of 218 - 619mm of rain (Figure 3.5). There is a conspicuous
absence of invasion in the zone between nodes 4 and 5 (Grahamstown area) which
receives well over 619mm. All the nodes within transects B and C were in areas with
less than 619mm, with most of them lying in the 218 – 487 mm isohyetic zone
(Figure 3.5). There was no invasion recorded to the north-easterly and north-westerly
directions beyond the last nodes of transect prongs B and C respectively. These
directions are towards the wetter higher altitude Amatola Mountains (Figure 3.5).
LEGEND
Alluvial Vegetation
Albany Broken Veld
Albany Coastal Belt
Albany Dune Strandveld
Algoa Dune Strandveld
Algoa Sandstone Fynbos
Mistbelt Grassland
Montane Grassland
Dry Grassland
Bhisho Thornveld
Buffels Thicket
Coastal Lagoons
Salt Marshes
Inland Salt Pans
Lowland Wetlands
Seashore Vegetation
Coega Bontveld
Escarpment Thicket
Freshwater Wetlands
Freshwater Lakes
Great Fish Noorsveld
Great Fish Thicket
Groot Thicket
Escarpment Grassland
Kowie Thicket
Southern Coastal Forest
Southern Karoo Riviere
Mistbelt Forest
Sundays Thicket
Quartzite Fynbos
Suurberg Shale Fynbos
Montane Shrubland
Tsomo Grassland
GPS point in a transect
38
Figure 3.5: Invaded nodes on mean annual precipitation.
The soils in the five invaded GPS nodes had diverse contents of sand, silt and clay
ranging between 73.9-87.1%, 4.9-11.5% and 4.9-11.6% respectively (Table 3.2).
Based the soil’s physical characteristics on table 3.2 below, the textural triangle
showed the soil classes as loamy sand for sites 1, 2 and 5 and sandy loam for site 3
and 4. The soil pH in all the recorded sites was higher in invaded sites than un-
invaded sites (Table 3.2). However, none of the soil samples exhibited extreme
acidity conditions. In most cases, pH conditions were ideal for normal plant life. With
exception of site 4, all sites had very low OM content (Table 3.2). Soils in most sites
within invaded areas had <1.5% OM. Site 1 and 3 had <1% soil OM content while
site 2 and 5 had >1% but <1.5% OM in invaded and un-invaded sites. The highest
OM content was recorded on site 4 (>3%) on both invaded and un-invaded sites.
39
Table 3.2: Physical and chemical characteristics of soils at invaded and un-invaded
sites.
Site Sand Silt Clay pH pH OM OM
<2µm 2-50µm 50-2000µm invaded un-invaded invaded un-invaded
(%) (%) (%) site site site (%) site (%)
1 86.9 6.5 6.5 7.7 7.9 0.85 0.89
2 83.6 6.5 9.8 6.6 6.7 1.12 1.22
3 75.3 11.5 11.6 5.6 6.2 0.72 0.84
4 73.9 9.8 16.3 6.7 6.9 3.02 3.31
5 87.1 4.9 4.9 5.8 6.1 1.41 1.50
3.5 Discussion
3.5.1 P. incana invasion and the underlying geology
The underlying lithology from which diverse soil types derive has been known to
influence vegetation types, as it influences among other things soils chemical
composition, topography and biological and nutrient cycling (Kruckeberg, 1985;
Christopherson, 2003; Burek and Potter, 2006). In this study however, there was no
clear trend of P. incana invasion identified on any of the diverse geological
formations within transect A (Figure 3.2). The most frequent P. incana invasion
nodes were recorded in transect B and C which were dominated by the Adelaide and
Escourt geological formation. However, there were no invaded sites sighted beyond
the last nodes in the north-eastly and north-westly directions of the two respective
transects dominated by a similar geological formation. Therefore, geology alone
cannot explain P. incana invasion.
3.5.2 Land use and P. incana invasion
As noted from Figure 3.3, P. incana invasion is mostly prevalent on land categorised
as vacant/unspecified land-use. These are areas dominated by open grasslands used as
grazing land. Some of the areas within this land-use category were previously under
crop farming. As was noted during transect survey, the invaded nodes lie on disturbed
surfaces used for livestock and prevously for crop farming. A case in point is the
invasion node 3 (Figure 3.3) which for a long time was under livestock and crop
40
farming but currently under private game farming. The association of the invasion
with land disturbance is duscussed in section 3.5.3 below.
There was no clear pattern descernible between vegetation types and invasion. Since
vegetation types are often closely related to precipitation, an interplay of the three is
expected to influence P. incana invasion. As was noted earlier, there was an absence
of the invasion with an increase in precipitation regardless of the vegetation type. The
role of precipitation is discussed in section 3.5.4 below. Regarding the topographic
influence, all the invaded nodes were recorded on gentle slope angles ranging
between 20 to 7
0. It is notetworthy however that slope angle measurements along a
transect are inconclusive. Catchment surveys by Kakembo et al. (2006) indicated a
clear spatial correlation between P. incana invasion and steep slope angles.
3.5.3 Disturbance as a cause of invasion
A number of authors (see; Crawley, 1987; Hobbs, 1989; Richardson and Cowling,
1992; Bergelson et al., 1993; DeFarrari and Naiman, 1994; Smith and Knapp, 1999)
have reported landscape disturbance as a major cause of plant species invasion.
According to Cross (1981), the success of Rhododendron ponticum invasion in the
oakwoods understorey of Ireland is attributed to the disturbance caused by herbivores.
Rhododendron ponticum gains a competive advantage over native species becausue it
is unpalatable to herbivores and can survive under the shade (Cross, 1981). West of
the Yellowstone area, Olliff et al. (2001) notes that Linaria vulgaris, Centaurea
maculosa, Linaria dalmatica, Malilotus ofifcinalis, Cirsium arvense and Verascum
thapus invasion is prevalent on heavily disturbed agricultural and rangelands.
Whereas their spread is often localised due to clonal propagation, offsite dispersal of
their winged seeds allows for dispersal by wind and animals (Saner et al., 1995).
Similarly, communal areas in the Eastern Cape with previous or current disturbance
and with depleted indigenous vegetation have been known to be most vunerable to P.
incana invasion (Kiguli et al., 1999; Palmer et al., 2005; Kakembo et al., 2006). On
heavily grazed communal rangelands such as those around transect prongs B and C,
selective browsing of the existing native vegetation further gives P. incana a
41
competive advantage over resident vegetation. Whereas former commercial farms can
be described as having high resource productivity, the subjection of communal
rangeland to excessive resource exploitaion has led to more rapid trasnformation of
vegetation types (Tanser, 1997).
According to Higgins and Richardson (1996), interaction between an invader and the
recipient environment determines invasion success. Generally, invasion resistant
environments have the ability to filter the invader at establishment, growth,
reproduction and dispersal (Keddy, 1992). The competitive advantage provided by
established vegetation beyond the last nodes of transect prongs B and C provides
conditions unsuitable for P. incana invasion. The reasons for absence of P. incana
invasion in these areas is further discussed in the relevant sections below. Elton
(1958) suggests that communities with diverse species are more resistant to invasion
than those with limited diversity. This has been demonstrated by a number of authors
(e.g. Case, 1990, Hector et al., 2001; Lyons and Schwartz, 2001; Troumbis et al.,
2002). Case (1990) further suggests that resident community attributes strongly
influence the success of plant invasion. This argument is based on the hypothesis that
species rich communities capture resources more efficiently leaving fewer resources
to the invaders than species poor comminities (Knops et al., 1999; Symstad, 2000).
The high prevalence of P. incana invasion in disturbed communal rangelands
suggests that disturbance of the resident vegetation through overgrazing and fuel
wood extraction (eg along transect prongs B and C) has a greater influence on P.
incana invasion than the invader attributes.
3.5.4 Isohyet gradient and P. incana invasion
Whereas a variation in altitude was noted along the transect, the invasion seemed to
be limited to below 360masl within transect A (Table 3.1). Areas within the transect
with higher altitude and higher amount of rainfall (for intance between points 4 and 5
- around Grahamstown and towards Amatola Mountains – Figure 3.5) had no invasion
recorded. Generally, two rainfall patterns are descernible in the region; coastal
precipitation as determined by proximity to the sea and inland precipitation as
determined by altitude. The latter seems to have a bearing on invasion trends.
Generally, nine out of the twelve invaded nodes were located on the edge of 363-
42
487mm to 487-619mm rainfall categories (Figure 3.5), which were lower than the
increasing precipitation towards Amatola Mountains. The combined effect of low
precipitation and disturbance must be taken note of, as the areas where P. incana
invasion is endemic lie in the low precipitation zone where disturbance in the form of
land abandonment and overgrazing are widespread.
Whereas some invaders like Melinis manutiflora have shown a positive correlation
between precipitation amounts and invasion (Baruch, 1985), others have shown that
reduced precipitation interacts with other variables like landuse to determine invasion
success (Archer et al., 1988; Alpert et al., 2000). It is clear from the transect survey
that there is a distinct isohyet boundary (>619mm) beyond which P. incana invasion
does not occur. This observation is in keeping with the finding by Kakembo et al.
(2007) that areas of high wetness within the landscape are not ideal sites for P. incana
invasion.
3.5.5 P. incana invasion and soil characteristics
Studies by Dukes and Mooney (1999) and Küffer et al. (2003) suggest that
differences in soil nutrients may influence vegetation invasion. In this study, invaded
areas had consistently lower OM than un-invaded areas. The loss of soil OM is
attributed to the patchy nature of P. incana. The intershrub bare areas are typically
crusted, impeding infiltration and promoting runoff connectivity. The removal of the
top soil layer from bare areas inevitably results in OM depletion in the intershrub
areas. In cases where surface OM has been depleted due to surface erosion, P. incana
will have better establishment rates than shallow rooted grasses. Several authors
(Bryan and Brun, 1999, Leprun, 1999, Cameraat and Imeson, 1999) have reported a
decline in the soils OM with reduced vegetation resulting from excessive land use. As
demontrated by Cameraat and Imeson (1999) in Stipa tenacissima invaded surfaces,
increased surface run-off is common in exposed soils with reduced infiltration due to
a decline in OM from disturbed vegetation. At local scales, soil OM and its difference
after invasion is determined by a combination of several factors such as slope angle,
soil texture and surface vegetation cover (Cammeraat and Imeson, 1999). Similar
factors are identified by Kakembo (2003) as key drivers to soil nutrient loss and
conversion to dysfunctional states in P. incana invaded landscapes. Whereas a variety
43
of factors interact to determine loss of OM at the initial stages of P. incana invasion, a
number of studies (Dunkerley and Brown, 1995, Eddy et al., 1999, Zonneveld, 1999)
observe that slope angle combines with precipitation amounts to determine the
severity of soil erosion and consequent decline in soil OM.
The dominance of sandy loam soils as noted from the particle size analyses
exercerbates soil OM loss, as such soils are rated as having a high erodibility potential
given their low aggregate stability. OM loss in P. incana invaded areas can therefore
be perceived as a post-invasion process. It is also noteworthy however, that OM loss
can pre-date the invasion, for example on abandoned lands, where OM is depleted,
promoting the invasion by the resilient P. incana at the expense of indigenous
vegetation.
3.6 Conclusion
Whereas the underlying geological formations and related topography, lithology and
soils should determine P. incana invasion, there was no clear trend established
between P. incana invasion and the underlying geology. Land use types on the other
hand greatly influence P. incana invasion, particularly in communal lands
characterised by disturbance in form of cultivation, abandonment and overgrazing.
Precipitation has been identified as the most important factor in P. incana invasion, as
the propensity for the invasion decreased with increasing precipitation. P. incana
invasion can therefore not be expected in areas with more than 619mm mean annual
rainfall. The higher precipitation is also likely to increase the native vegetation
density and resilience and therefore better competitive ability. Soil OM was noted as
higher on un-invaded surfaces than invaded surfaces. The patchy nature of P. incana
impedes infiltration and promotes runoff connectivity and hence OM depletion.
44
1Chapter 4: Hydrological response of P. incana invaded areas:
implications for landscape functionality
4.1 Introduction
Plant species invasion is one of the greatest threats to rangelands (Kiguli et al., 1999;
Kakembo, 2003). Invasions have been known to transform soil moisture and nutrient
status (Musil, 1993), decrease recruitment of native species (Walker and Vitousek,
1991) and affect surface hydrological flows (van Wilgen et al., 1992; Kakembo et al.,
2006). South Africa’s grassland and savanna biomes for instance are reported by
Henderson and Wells, (1986) as invaded by shrubs indigenous to the Karoo and
unpalatable tussocky rass species that cause deterioration of soil and associated
biophysical attributes. Several authors (Pimentel et al., 2000; Sala et al., 2000;
Alvarez and Cushman, 2002; Dukes, 2002) note that plant species invasion is often
inconsistent with ecological and socio-economic ideals.
Changes to soil surface cover may alter the output of environmental envelope so that
the availability of water and nutrients over time is insufficient for some vegetation
species to persist. An example is the loss of perennial grasses from a landscape
(Tongway and Hindley, 1995). In the Eastern Cape, rangelands have been severely
affected by land degradation directly linked to P. incana invasion (Kakembo, 2003;
Palmer et al., 2004). The invaded patches are often characterised by inter shrub spaces
with grass and bare surfaces at initial and advanced stages of invasion respectively.
The invasions often cause shrinkage of grass patches, crusting of soils and severe soil
erosion (Kakembo, 2003; Kakembo et al. 2006; Kakembo et al. 2007). Crusted
surfaces for instance inhibit infiltration and promote runoff generation and
connectivity leading to nutrient and soil loss (Kakembo et al. 2007). This may
ultimately transform invaded environments to what is referred to by some authors
(Ludwig et al., 1997; Kakembo, 2003; Palmer et al., 2004) as movement towards a
dysfunctional state.
Soil moisture is one of the most important abiotic factors that determine vegetation
growth, variability and regeneration (Walker and Peet, 1983; Isard, 1986; Breshears
1This chapter is based on a paper in preparation for submission to the Ecohydrology Journal - Authors,
Odindi, J. O. and Kakembo, V.
45
and Barnes, 1999; Knapp et al., 2002; Fu et al., 2003; Flanagan and Johnson, 2005;
Chen et al., 2007). Whereas P. incana is a native of the dry South African Karoo
environments, Kakembo (2003) and Palmer et al., (2005) have shown that it can
successfully invade more mesic environments. Kakembo (2003) for instance points
out that a combination of drought and overgrazing that affected resident vegetation
between mid 1950s and 1970s created an enabling environment for P. incana invasion
in the lower Great Fish region.
Using the Wetness Index, Kakembo (2003) demonstrated that grass patches persisted
in areas with higher moisture content than those invaded by P. incana. Similar
findings have also been recorded by Pärtel and Helm (2007) on alvar grasslands in
western Estonia and Farley et al. (2004) on different ages of Pinus radiata (Monterey
pine) in páramo grassland in Cotopaxi province, Ecuador. These observations are in
keeping with suggestions by Wilson (1998) and Pärtel and Wilson (2002) that grass
species may acquire and retain soil moisture resources more efficiently than young
woody species in environments with relatively poor but homogeneously distributed
moisture.
A number of studies on moisture flux and retention on vegetated and bare patterned
environments have however been biased towards run-off/run-on moisture movements
(Tongway and Hindley, 1995; Peugeot et al., 1997; Seghieri et al., 1997; Galle et al.,
1999). There is a general paucity in literature on moisture retention in environments
invaded by plant species and P. incana surfaces in particular. Consequently, the
hydrological response of P. incana invaded areas and grass surfaces remains
speculative. This study intended to compare soil moisture flux under P. incana patchy
invader shrub with grass and bare areas. Trends in soil moisture conditions under the
respective surfaces and their response to rainfall episodes were monitored between 1st
November 2007 and 1st May 2008.
4.2 The study area
The study was conducted in Amakhala Game Reserve, Eastern Cape, South Africa
(Figure 4.1). The game reserve has an area of about 4800 hectares with an altitudinal
variability ranging from 186 to 232 metres above sea level.
46
Figure 4.1: Study site in Amakhala Game Reserve.
Due a long history of goat farming as a major land use, the area’s natural vegetation
has been transformed to open grasslands with isolated patches of standing thicket and
P. incana invasion on some degraded hill-slopes. The existing thicket vegetation
types and P. incana are perennial, while the C4 and C3 savanna grass types dominate
the warm growing season and winter rains respectively. The area has a wet-dry
seasonal climatic variation. Annual rainfall is highly variable, ranging between 380-
570mm with monthly rainfall peaks in September/October and March. The least
amount of precipitation is received in mid-summer (December/January) and mid
winter (June/July). Summer temperatures range from 16o-30
oC while winter
temperatures are between 5o-22
oC.
The entire game reserve falls within a
convergence of different geologic formations. The experimental site is however
underlain by the Schelmhoek rock formation of the Algoa group. This formation
comprises mainly the calcareous sandstone and shale middens lithology. The soils are
well developed and consolidated with high proportions of clay that vary in thickness
in ridges and valleys.
47
4.3 Materials and methods
Soil moisture flux was monitored for a period of six months under a P. incana
invaded surface, grass and inter-patch bare area. Whereas oven-drying is probably the
most commonly used method to determine soil moisture content, it relies on
destructive sampling and does not allow for long term moisture monitoring. With site
specific calibration, capacitance moisture sensors on the other hand can be used to
reliably determine on-site moisture measurements over time.
4.3.1 Capacitance sensor: Theory and instrumentation
Capacitance soil moisture measurement technique dates back to early 1930s (Smith-
Rose, 1933). However, it was not until the 1980s that it was commercialised and
tested under laboratory and field conditions (Dean et al., 1987; Bell et al., 1987). The
technique is based on changes on a given medium’s dielectric constant (K) to
determine its Volumetric Water Content (θv) (Dean, 1994; Gawande et al., 2003). In
this technique, a probe with a specific voltage is inserted into a medium and the rate
of voltage change measured. Change in a mediums K is directly proportional to the
sensor’s voltage change which in turn determines the probes raw count. Capacitance
soil moisture measurement is based on the K of soil-water- air combination. The K of
water is large (80) in comparison to 3-5 and 1 for soil and air respectively.
Consequently, a change in soil K will be proportional to the change in soil θv. Since
absolute soil permittivity is difficult to achieve, capacitance sensor output is often
referred to as apparent permittivity, as a measure of soil water content (Robinson et
al., 2005).
In this study, high frequency (50MHz) ECH2O EC-20 soil moisture probes (Decagon
Devices Inc., Pullman, WA) were used. These probes require 10ms of 10Ma at 2.5V
excitation and can be used to measure between 0 – 100% θv within -40o to 60
o C. The
probes were connected to a 5–channel Em5 data logger and ECH2O utility software,
which allowed for automated soil moisture logs and readings.
48
4.3.2 Sensor calibration
The manufacturer’s calibration for ECH2O sensors can be used in soil types with low
to moderate sand and salinity content with an accuracy of ± 0.03m3/m
3. This
accuracy drops to ± 10% for coarse and highly saline soils (Cobos, 2007). Several
authors (Tardif, 2003; Geesing et al., 2004; Blonquist et al., 2005; Czarnomski et al.,
2005; Yashikawa and Overduin, 2005; Campbell, 2006; Cobos, 2007) note that site
specific soil moisture sensor calibration improves θv measurements substantially.
More accurate soil moisture measurements can therefore be achieved by using site
specific calibration by relating an equation between the actual θv (achieved by the
oven-drying method) and the sensor voltage output (Tardif, 2003; Fares et al., 2004).
Soil samples were collected from a section of a south facing hillslope of 80 that had
adjacent grass and P. incana, and inter-shrub bare areas. It was at this site that
moisture sensors were installed.
In the laboratory, the samples were passed through a 2mm sieve and oven dried for
24hrs at 1050C. Dry samples were then packed in calibration containers and EC 20
moisture probes inserted until they were completely buried. Raw probe counts were
taken using an Em50 data logger connected to a computer with an ECH2O utility
software (Decagon Devices Inc.). Medians of every 10 readings were preferred to
means of similar readings (Dean, 1994). The above procedures were repeated several
times to establish probe output consistency.
A home made volumetric sampler with inner diameter of 6cm and height of 21cm
giving a sample volume of 594cm3 was used to extract soil samples for moisture
measurement. The sample volume was taken from the calibration container using a
volumetric sampler, emptied in weighed oven drying jars and quickly sealed. The jars
with the volumetric soil samples were then weighed using a Mettler PE 3600 Delta-
range with a 0.01 accuracy balance. Water was then added to the air dry volumetric
sample, thoroughly mixed and raw sensor output recorded from the data logger. This
procedure was repeated until the sample was near saturation point. The weighed moist
samples were oven dried at 105oC for 24 hours, left to cool and reweighed. The θv in
cm3/cm
3 were determined using the mass of moist and oven dried samples. These
were used to develop a trend line and a mathematical equation (Figure 4.2) to be
49
applied to the moisture probe readings from the data logger installed on grass, P.
incana and bare surfaces.
Figure 4.2: Correlation between Volumetric Water Content (θv) using oven-
dried samples and probe outputs. The equation used to determine
onsite θv is shown in the graph.
4.3.3 Field installation
A mid section of the short gentle (8o) sloping south facing aspect covered by P.
incana, grass patches and bare patches was identified for sensor installation. The
sensors were connected to the data logger and set to log raw moisture data after every
60minutes. The raw moisture probe readings were downloaded from the data logger
fortnightly between 1st November 2007 and 1
st May 2008. Since less variability is
expected below a depth of 30cm due to less effects of evapo-transpiration and sub-
surfaces water flows (Hamdhani et al., 2005; De Lannoy, 2006), 20cm moisture
probes were used for measurement of moisture on the three surfaces. To determine on
site θv, all the raw moisture probe counts were subjected to the correlation equation
from oven-drying method and raw probe counts shown in Figure 4.2 above. To
establish consistency between precipitation received and moisture probe response,
onsite θv moisture measurements were compared to the rainfall data from a nearby
rain gauge.
50
4.3.4 Data presentation and analysis
Three moisture episodes were identified from the study duration and piecewise
regression used to determine the rate of moisture loss and inflection points between
the wet soil moisture loss (immediately after a rainfall event) and dry soil moisture
loss (after rapid surface moisture loss). Threshold ranges and break-points were
determined using functions:
Y = a1 + b1*X+ b2*(X – breakpoint)*(X>breakpoint) (6)
In each case, the wet moisture loss (immediately after a rainfall event) and dry
moisture loss (approx. six days after a rainfall event) independent regression lines
were defined as:
Wet moisture loss: Y = a1+b1x (7)
Dry moisture loss: Y = {a1+break-point (b1-b2)}+b2x (8)
where: a1 is the origin of the wet moisture loss
b1 is the end of wet moisture loss and origin of the dry moisture loss
b2 is the end of the dry moisture loss.
The actual break-points were determined as mid-points of piecewise regression
thresholds. To establish moisture retention/loss rates, moisture slopes and their
respective Y-intercepts were calculated for the different surfaces. Standard deviations
were also used to determine day/night moisture oscillations.
4.4 Results and discussion
4.4.1 Moisture variations
On the basis of moisture probe response to rainfall events, there were nine moisture
elevation episodes during the six months of data collection. No rain fell during the
first twenty days of sensor installation. The highest soil moisture content peak was
51
experienced on the twenty first day of January (Figure 4.3). The month of December
had the highest cumulative moisture content during the study period due to two major
rainfall episodes on the second and the twenty fourth day of the month. The data
gathered during this period was not considered for analysis as it didn’t provide for
sufficient drying periods between the precipitation events for moisture flux analysis.
The relevant data was categorised into three portions based on the durations between
rainfall episodes and labelled episodes 1, 2 and 3 (see Figure 4.3). To accommodate
the entire data range, hourly moisture readings were converted to monthly durations
Figure 4.3: Probe response to precipitation episodes during the six months study
period – arrows show episodes selected for analysis.
There were different moisture peaks as determined by the amount of precipitation.
Within the entire duration of the study, the area covered by the grass patch had
consistently higher moisture readings than the P. incana and the grass surfaces. A
similar trend was recorded as the surfaces dried out.
4.4.2 Episodic moisture flux
In all the rainfall episodes, a considerable difference in moisture retention between
grass and P. incana is noticeable up to about six days, after which near parallel
moisture content within the two surfaces prevailed uptill the ensuing rainfall episode
0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1
1/1
1/'07
1/1
2/'07
1/0
1/'08
1/0
2/'08
1/0
3/'08
1/0
4/'08
1/0
5/'08
Date
Volu
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Wate
r C
onte
nt
(cm
3/c
m3)
0
10
20
30
40
50
60
70
80
90
Rain
fall (m
m)
Grass surface P. incana surface Bare surface
Episode 3
Episode 1
Episode 2
52
(Figure 4.4 a-c). There was also near parallel moisture reduction trends between P.
incana and bare surfaces in all the rainfall episodes. In all cases, the grass patch lost
moisture more rapidly than P. incana and bare surfaces (Figure 4.4 a-c).
0
0.05
0.1
0.15
0.2
0.25
0.3
0.35
0.4
1 6 12 18 24 28
Days from 16/01/'08
Vo
lum
etr
ic W
ate
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on
ten
t
(cm
3/c
m3)
Grass surfaceP. incana surfaceBare surface
a) Episode 1
0
0.05
0.1
0.15
0.2
0.25
1 6 12 18 24
Days from 13/02/'08
Vo
lum
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(cm
3/c
m3)
Grass surfaceP. incana surfaceBare surface
b)Episode 2
53
0
0.05
0.1
0.15
0.2
0.25
0.3
0.35
0.4
0.45
0.5
1 6 12 18 24 30 36
Days from 12/03/'08
Vo
lum
etr
ic W
ate
r C
onte
nt
(cm
3/c
m3)
Grass surfaceP. incana surfaceBare surface
b) Episode 3
Figure 4.4 a-c: Soil moisture flux for the selected rainfall episodes.
The differences in surface moisture retention based on surface condition in this study
are consistent with findings by Fu, et al. (2000) and Qiu, et al. (2001) who identified
infiltration, surface run-off and evapo-transpiration as the key factors determining
moisture content at small scales. According to Dekker and Ritsema (1996), such
differences can be highly randomised, as determined by vertical fluxes leading to
boundaries between different moisture regimes influenced by evapo-transpiration. De
Lannoy et al. (2006) further clarify that since a reduction in moisture content leads to
a decrease in evapo-transpiration, wetter vegetation patches will experience more
rapid soil moisture loss than bare surfaces. Whereas wetter surfaces may retain higher
minimum moisture values than drier surfaces, the difference in surface moisture
variability between grass and bare surfaces declines as the surfaces dry out (Monteny
et al. (1997).
Similar findings are also noted by Oakley (2004) who found higher moisture readings
in unburned as compared to burned sites. According to the study, the interception of
rainfall by vegetation canopy and moisture retention by the rooting system greatly
influences soil’s moisture levels. However, less moisture is lost in areas with
complete grass cover as the surface is protected from solar radiation. In related
studies, Pärtel and Helm (2007) recorded higher moisture values on surfaces covered
by alvar grass than adjacent woody vegetation, while Farley et al. (2004) found higher
moisture retention on grass patches than Pinus radiata stands of different ages. In the
54
latter study, there was a consistent reduction in soil moisture with increasing age of
pine stands. Wilson (1993) and Stark et al. (2003) have found that encroaching shrub
and woody species increase soil moisture and other resources. On the contrary,
Jobbagy and Jackson, (2001) observe that such invaders take advantage of already
existing higher moisture values.
4.4.3 Soil moisture trends
There was a stepwise moisture reduction for the studied episodes on the three surfaces
(Figure 4.5 a-c). Typically, the variability in soil moisture readings at different stages
were determined by the amount of precipitation received. Relevant to this study
however were the higher grass surfaces moisture values at each precipitation episode
at onset, break-point and just before the ensuing precipitation episode (Figure 4.5 a-c).
0
0.05
0.1
0.15
0.2
0.25
0.3
0.35
0.4
Grass P. incana Bare
Surfaces
Volu
metr
ic W
ate
r C
onte
nt
(cm
3/c
m3)
Highest VWC
Break pointLow est VWC
a) Episode 1.
55
0
0.05
0.1
0.15
0.2
0.25
Grass P. incana Bare
Surfaces
Volu
metr
ic W
ate
r C
onte
nt
(cm
3/c
m3)
Highest VWC
Break pointLow est VWC
b) Episode 2.
0
0.05
0.1
0.15
0.2
0.25
0.3
0.35
0.4
0.45
0.5
Grass P. incana Bare
Surfaces
Volu
metr
ic W
ate
r C
onte
nt
(cm
3/c
m3)
Highest VWCBreak pointLow est VWC
c) Episode 3.
Figure 4.5 a-c: Moisture measurements at rainfall onset, break point and lowest
amount recorded. (VWC-Volumetric Water Content).
The wet/dry thresholds were used to determine the break-points between the two
moisture loss regimes. The grass surface had the highest moisture loss after each
rainfall episode and took longer to reach wet/dry threshold than P. incana (Table 4.1).
The dense grass surface impedes surface flow during and soon after precipitation
leading to higher moisture retention and consequent higher moisture reading
(Tongway and Hindley, 1995). Galle et al. (1999) note that in areas covered by grass
56
and thicket, up to 30mm of rain may be trapped by leaves and roots creating longer
surface reservoir for infiltration. However, the higher amount of moisture may rapidly
be lost through rooting system and micro-fauna that open up the surface (Chase and
Boudouresque, 1989). As seen in the sub-section on moisture loss slopes (Table 4.2),
higher moisture retention capacity on grass after rainfall also means a higher amount
of moisture is lost through direct solar energy evaporation, evapo-transpiration and
sub-surface infiltration before a wet/dry threshold is reached. Consistently low
moisture values and longer moisture retention before breakpoints prevailed on bare
surfaces than the P. incana and grass surfaces (Table 4.1). The lower moisture
readings and longer moisture retention can be attributed to surface crusting and
sealing. The bare crusted surfaces as seen in the P. incana invaded areas cause a
reduction in hydraulic gradient and infiltration which enhance excessive surface flow
(Le Bissonnais et al., 1995; Thiery et al., 1995). According to Coran et al. (1992),
hardening from surface cementation and hydrophobic processes cause higher
mechanical resistance and consequent higher surface run-off. Whereas little water
infiltrates under bare crusted surfaces, absence of vegetation that may lead to evapo-
transpiration and the crusted sealing that locks moisture under the surface can be used
to account for longer moisture retention than grass and P. incana surfaces (Table 4.1).
The P. incana invaded surface retained more moisture than the bare surface but less
moisture than the grass patch. Higher moisture values than the bare surface can be
attributed to the surface root opening that allows infiltration, above surface shading
that keeps the surface cool and moist and P. incana stems and litter that reduce run-
off. Lower moisture values than the grass patch on the other hand can be attributed to
partial P. incana canopy cover that allows for solar penetration and consequent
surface moisture loss through evapo-transpiration. These reasons can also be used to
account for the durations taken before wet/dry break points (Table 4.1).
57
Table 4.1: Surface soil moisture value threshold ranges and break-points.
The higher moisture content on grass than the other two surfaces confirms earlier
findings by Ritsema et al. (1993) and Dekker and Ritsema (1996), which showed that
micro-scale moisture variation in areas covered by grass in comparison to other
surfaces is caused by downward preferential channelling below the patches.
According to the authors’ findings, more water from subsequent surface precipitation
is accumulated on grass under- patches preferential paths while bare and drier areas
persist due to their higher water repelling characteristics and low hydraulic
conductivity.
Different but consistent soil moisture versus time slopes trends were observed on the
three rainfall episodes (Table 4.2). The trends for each of the surface slope values
before and after the break-points were similar in the three rainfall episodes (Table
4.2). There was a general decrease in the highest amount of moisture retained after a
rainfall on grass, P. incana and bare surfaces respectively. However, there was an
increase in slope steepness values before and after the breakpoint on the bare, P.
incana and grass surfaces, indicating a higher rate of moisture loss on the grass patch
than on the bare surface. However, as shown in Table 4.1, the lowest moisture value
recorded on grass was higher than P. incana and bare surfaces.
Rain Surface Highest θv Lowest θv θv at Break-point Actual
episode (cm3/cm3) (cm3/cm3) Break-point threshold break-point
(cm3/cm
3) range (Hrs) (Hrs)
1 Grass 0.381 0.1139 0.1745 154.011 - 157.189 155.600
P. incana 0.2315 0.0989 0.1397 153.100 - 157.945 155.523
Bare 0.1753 0.0565 0.0817 158.039 - 160.943 159.491
2 Grass 0.2015 0.1157 0.1427 102.554 - 112.051 107.302
P. incana 0.1541 0.0989 0.1163 100.458 - 111.781 106.120
Bare 0.1116 0.0738 0.0923 106.384 - 116.582 101.285
3 Grass 0.4667 0.1163 0.2003 118.393 - 122.358 122.376
P. incana 0.2699 0.1013 0.1475 118.678 - 123.446 121.062
Bare 0.192 0.052 0.0844 120.558 - 125.826 123.192
58
Table 4.2: Surface moisture slope and y-intercepts before and after breakpoints.
*Slope before break-point - Wet slope
*Slope after break-point – Dry slope
4.4.4 Day/night moisture oscillations
Moisture logs for the entire study duration showed day/night moisture oscillations.
Table 4.3 shows standard deviations of the three episodes for high (day) and low
(night) moisture values before and after the wet/dry thresholds. Consistently high and
low deviations for grass and bare surfaces respectively were recorded in all rainfall
episodes, while the deviation values for P. incana lay between the two surfaces. The
lower day-time moisture readings can be attributed to higher temperatures that lead to
higher surface evaporation rates. Similarly, higher night-time moisture readings on the
other hand can be explained by low temperatures that lead to low evaporation.
Generally, the deviations were higher before the wet/dry threshold than after the
thresholds.
Table 4.3: Day/night moisture standard deviations before and after break-points.
Rain episode Surface θv STDEV before θv STDEV after
Break-point (cm3/cm3) break-point (cm3/cm3)
1 Grass 0.0687 0.0161
P. incana 0.0333 0.0108
Bare 0.0301 0.0058
2 Grass 0.0157 0.0081
P. incana 0.0107 0.0056
Bare 0.0079 0.0038
3 Grass 0.0765 0.0227
P. incana 0.0392 0.0140
Bare 0.0295 0.0084
Rain Surface Slope before* y-intercept Slope after* y-intercept
Episode Break-point break-point 1 Grass - 0.00152 0.381 -0.0001 0.1763
P. incana -0.00073 0.231 -0.00007 0.1409
Bare -0.00066 0.175 -0.00004 0.0817
2 Grass -0.00046 0.201 -0.00006 0.1515
P. incana -0.00031 0.154 -0.00004 0.1157
Bare -0.00023 0.111 -0.00003 0.0837
3 Grass -0.00208 0.466 -0.0001 0.1985
P. incana -0.00106 0.269 -0.00007 0.1463
Bare -0.00079 0.192 -0.00004 0.0835
59
Due to lower moisture retention capacity, the bare surface was less affected by the
day/night moisture fluctuations. Conversely, the grass surface “mulch” and lower
night temperatures explain the higher moisture readings at night (Figure 4.6 a-f). The
P. incana invaded surface can be considered an intermediate zone; neither lost too
much moisture during day due to P. incana shrub shading nor showed high moisture
values like grass surfaces due to its lower moisture retention capacity. The
oscillations and deviations are also determined by the amount of moisture in the soil.
It is expected that the standard deviations and oscillation will continue decreasing as a
surface dries out (see Menziani et al., 2003).
0
0.05
0.1
0.15
0.2
0.25
0.3
0.35
0.4
0.45
0 30 60 90 120 150
Time (h)
Vo
lum
etr
ic W
ate
r C
on
ten
t
(cm
3/c
m3)
Grass surfaceP. incana surfaceBare surface
a) Episode 1 oscillation before break-point.
0
0.02
0.04
0.06
0.08
0.1
0.12
0.14
0.16
0.18
0.2
150 250 350 450 550 650
Time (h)
Volu
metric
Wate
r C
onte
nt
(cm
3/c
m3)
Grass surface
P. incana surface
Bare surface
b) Episode 1 oscillation after break-point.
60
0
0.05
0.1
0.15
0.2
0.25
0 20 40 60 80 100
Time (h)
Vo
lum
etr
ic W
ate
r C
on
ten
t
(cm
3/c
m3)
Grass surfaceP. incanaBare surface
c) Episode 2 oscillation before break-point.
0
0.02
0.04
0.06
0.08
0.1
0.12
0.14
0.16
0.18
110 160 210 260 310 360 410 460 510
Time (h)
Vo
lum
etr
ic W
ate
r C
on
ten
t
(cm
3/c
m3)
Grass surfaceP. incanaBare surface
d) Episode 2 oscillation after break-point.
61
0
0.05
0.1
0.15
0.2
0.25
0.3
0.35
0.4
0.45
0.5
0 20 40 60 80 100 120
Time (h)
Volu
metric
Wate
r C
onte
nt
(cm
3/c
m3)
Grass surfaceP. incana surfaceBare surface
e) Episode 3 oscillation before break-point.
0
0.05
0.1
0.15
0.2
0.25
120 220 320 420 520 620 720
Time (h)
Vo
lum
etr
ic W
ate
r C
on
ten
t
(cm
3/c
m3)
Grass surfaceP. incana surfaceBare surface
f) Episode 3 oscillation after break-point.
Figure 4.6 a-f: Day and night soil moisture oscillations before and after break-points.
The day/night moisture oscillations in this study were consistent with findings by
Menziani et al. (2003). Simulating day and night conditions in the laboratory, the
authors found a negative correlation between soil temperature and θv where an
increase in temperature led to a decrease in θv and a decrease in soil temperature led to
62
an increase in the soils θv. In the same study, field observations showed that day/night
θv deviations from the mean decreased as the soils dried out.
4.4.5 Implications of P. incana invasion for landscape function
That the highest, intermediate and lowest soil moisture was consistently recorded
under grass, P. incana and bare areas clearly indicates infiltration and runoff
conditions under the respective cover conditions. Soil moisture trends indicate that
alteration of vegetation cover to P. incana-bare surface mosaic leads to reduced
infiltration and increased runoff.
As pointed out earlier, monitoring was conducted on a gentle slope (80) where P.
incana invasion was at a stage when wide bare areas had not developed between the
shrubs. Worst case scenarios of the invasion characterised by patchiness loss and
hence extremely wide bare areas are common on degraded steep slopes in many
communal areas. Under such conditions, soil moisture flux conditions would
significantly be different. Such scenarios where patchiness loss is significant imply far
greater soil moisture loss and runoff. As observed by Cammeraat (2004), once
individual bare patches produce more runoff than can be absorbed by vegetation
clumps lower in the hydrological pathway, runoff will concentrate and initiate rills.
Exacerbation of such conditions could lead to the conversion of landscapes to
dysfunctional systems.
P. incana’s resource capture capability was demonstrated by the significantly greater
moisture retention under its tussocks than under bare zones. Even under conditions of
considerable patchiness loss, individual tussocks do remain resource islands. This
must be taken cognisance of when developing strategies to rehabilitate highly
degraded P. incana-bare zone mosaics.
As already mentioned, P. incana invaded surfaces are often characterized by low
moisture content and high vulnerability to soil erosion. Consequently, rehabilitation
measures such as manual clearance and burning are inappropriate, as they expose the
soil surface to erosion and moisture loss through direct solar heating (Kakembo et al,
2006; Palmer et al., 2005). Restoration of P. incana invaded areas should therefore
63
focus on reducing surface run-off and evaporation caused by solar energy and
increasing infiltration. As demonstrated by Tongway and Ludwig (1996), spreading of
brush piles on bare slopes can be used to capture and maintain moisture and other
nutrients. In P. incana invaded environments, experiments by Kakembo (2007) that
entailed the use of brush piles have shown remarkable recovery of grass species in P.
incana invaded areas. Similar success has also been observed on private farms around
Amakhala Game Reserve using this method.
According to Kakembo (2007), cleared P. incana used as brush piles increases surface
litter, captures sediments, acts as mulch that traps and maintains soil moisture and
protects the soil from surface moisture loss caused by solar heating. Reduced
competition from cleared patches and elevated soil moisture provides a conducive
environment for grass re-establishment. Due to P. incana’s robust seed bank and
inherent high resilience, Kakembo et al. (2006) suggests that follow-up clearances
and grazing controls are necessary during the rehabilitation process.
4.5 Conclusion
Significant soil moisture retention and flux variations between grass, P. incana, and
bare areas were identified. The invasion process shows an alteration of the soils
moistures regimes so that the availability of water and nutrients over time is
insufficient for some vegetation species to persist. Despite their greater retention
capability, grass surfaces lose soil moisture more rapidly than P. incana and bare
surfaces. Bare areas on the other hand recorded longer moisture retention before
breakpoints than the P. incana and grass surfaces. This could be attributed to soil
surface crusting that locks moisture in the soil. P. incana’s resource capture capability
was demonstrated by the significantly greater moisture retention under its tussocks
than under bare zones. Cognisance of this must be taken when rehabilitating highly
degraded invaded areas.
64
2Chapter 5: A comparison of Pixel and sub-Pixel based techniques to
separate Pteronia incana invaded areas using multi-temporal High
Resolution Imagery
5. 1 Introduction
The impacts of invasions by non-native plant species are increasingly attracting
attention in ecological studies. Whereas some non-native species are known to
enhance local ecological diversity (Loreau and Mouquet, 1999), others have been
detrimental to natural and socio-economic systems (Mack and D’Antonio, 1998;
Grove and Willis, 1999; Mack et al., 2000; Pimental et al., 2000; Stachowicz, et al.,
2002). One of the rapidly growing ecological research and application tools is the use
of Remote Sensing techniques, as it offers a range of additional research benefits in
comparison to traditional ground based mapping and analysis methods (see, Buiten,
2000).
Vegetation Indices (VIs) are probably the most widely used remote sensing measure
in ecological research. These indices provide a measure of photosynthetically active
above ground green biomass and are often used as surrogates for rainfall and
vegetation density (Tucker et al., 1985; van Dijk, 2000). Medium spatial resolution
imagery have been the most successful tool for VIs applications at regional, sub-
continental or even global scales (Tucker et al., 1985; Billington, 2000). Whereas
large land cover plant invasions are not an exception (Le Maitre et al., 2001), most
ecological invasions originate and sometimes exclusively occur at localised spatial
scales as dictated by conditional suitability. These make coarse spatial resolution
imagery unsuitable for spatially precise identification and mapping of invader species
(Nilsen et al., 1999).
Fine spatial resolution satellite remote sensing imagery provides reliable Normalised
Difference Vegetation Index (NDVI) measurements at localised scales. However, not
all vegetation types yield positive NDVI values (de Boer, 2000). In comparison to
other vegetation types, Palmer et al. (2005) found that areas invaded by Pteronia
incana (Blue bush) had very low NDVI values in both Advanced Spaceborne Thermal
2This chapter is based on a paper under review by the Journal of Applied Remote Sensing - Authors,
Odindi, J. O. and Kakembo, V.
65
Emission Radiometer (ASTER) and colour infrared high spatial resolution imagery.
This supported earlier findings of a study by Kakembo (2003) that investigated
spectral characteristics of P. incana invaded areas in comparison to other vegetation
types.
Using single date High Resolution Imagery (HRI), Kakembo et al. (2007) noted that
slope based VIs like the NDVI, Soil Adjusted Vegetation Index (SAVI) and Modified
Soil Adjusted Vegetation Index (MSAVI) could be used to separate robust green
vegetation from P. incana but failed to separate P. incana invaded areas from bare
surfaces. The Perpendicular Vegetation Index (PVI) on the other hand provided
reliable separability between P. incana invaded areas and other land surfaces,
particularly bare areas. However, the observations were based on a one-off scene.
Multi-temporal HRI as well as spectroscopy would therefore be required to establish
temporal and seasonal spectral variations for P. incana.
Like other commonly used VIs, the PVI is based on pixel level analyses that involve
an aggregation of pixel content. At this level of analysis, the influence of dominant
features within pixels often overshadows minor covers. Consequently, pixel based
methods may provide unreliable land cover classifications (Cracknell, 1998; Lu et al.,
2004). Owing to its patchy nature, areas invaded by P. incana are often interspersed
by grass patches and bare surfaces at early and advanced stages of invasion
respectively. Under such scenarios, a mixed pixel problem arises whereby multiple
land covers occur within pixels. The use of pixel based techniques in such cases may
‘force’ heterogeneous classes within pixels to belong to single classes (Foody, 1996;
Huguenin et al., 1997; Tompkins, et al., 1997; Defries et al., 2000; Pu et al., 2003).
Spectral Mixture Analysis (SMA) methods that de-convolve pixel content have
enhanced land cover mapping and classification accuracy (see; Smith et al., 1990;
Tompkins, 1997; Novo and Shimabukuro, 1997; Erol, 2000; McGwire et al., 2000;
Elmore et al., 2000; Small, 2001; Pu et al., 2003; Lu et al., 2003b; Lu et al., 2004;
Omran et al., 2005; Palaniswami et al., 2006). Originally designed for hyperspectral
imagery analysis (see Tseng, 1999; Lobell and Asner, 2004; Lass et al., 2005; Miao et
al., 2006; Robichaud et al., 2007), SMA has been equally useful in multispectral
image analyses (see van der Meer and Jong, 2000; Pu et al., 2003; Lu et al., 2004;
66
Piwowar, 2005; Omran et al., 2005; Uenishi et al., 2005; Palaniswami et al., 2006).
Spectral unmixing offers two major benefits: changing spectral values to specific
elements within a pixel and providing a single land cover distribution within an image
for each class (Tompkins et al., 1997). This chapter therefore sought to compare P.
incana separation using the pixel based PVI and SMA’s Linear Spectral Un-mixing
(LSU). Multi-temporal HRI and laboratory spectroscopy were used to establish P.
incana’s spectral characteristics.
5.2 The study area
The study area lies in the upper section of one of the catchments fringing the lower
Great Fish River in the Eastern Cape Province of South Africa (Figure 5.1). The area
has for a long time been under communal land ownership and has a long history of
livestock grazing, cultivation and its subsequent abandonment. Annual rainfall that
ranges between 480 – 550 mm is bimodal with peaks in October-November and
March-April. Less than 25% of the annual rainfall is received between May to Sept.
(the winter period). Average minimum and maximum temperatures are 5oC and 31
0C
respectively.
67
Fig. 1: Location of the study area.
The topography of the area is characterised by slopes that rise steeply before they
even out into gentle and extensive interfluves. It is underlain by a mixture of
sandstones and shale of the Rippon formation belonging to the Ecca group. The area
is dominated by the Karoo super group’s Shallow litholic soils that belong to the
Mispah form (the equivalent of Entisols in the USDA classification). Ephemeral
streams whose channels are clogged with sediment owing to severe soil erosion
dissect the area. Blanket invasion by P. incana predominantly occurs on abandoned
lands, most of which are severely eroded.
The area falls within a semi-arid region of the Eastern Cape plateau. According to
Cowling (1984), vegetation in the study area can be described as Subtropical
Transitional Kaffrarian Thicket. This description is however, based on historical
pristine conditions, as most vegetation cover has undergone significant
transformation. Like most of the communal areas in the Eastern Cape, vegetation in
68
the study area has been greatly transformed due to past and present injudicious land
use practices. The invasion by P. incana has given rise to the conversion of extensive
areas to a single species dominance scenario (Figure 5.2). Efforts by the local
community to control the invader are noticeable from Figure 5.3b and c in the form of
parallel strips.
Figure 5.2: Densely invaded patches around the study area.
5. 3 Methods
5. 3. 1 High Resolution Imagery acquisition
Infra-red HRI acquired using a DCS 420 colour infra- red camera on an aerial
platform was used in this study. The camera records energy from approximately 0.3
µm to just above 1.0 µm portrayed on the film as false colours (Kodak, 1999). The
study area was flown in a light aircraft at an altitude of about 2700 m on 21 March
2001, 14 October 2004 and 18 July 2006. In each case, three spectral bands (green –
052 - 0.62 µm, red- 0.63 - 0.69 µm and NIR - 0.7-1.0 µm) were captured. The images
were taken during different seasons to address P. incana’s phenological variations
across the year, which might influence its spectral response.
69
Although hillslopes with blanket invasion of P. incana are common in the study area
(Figure 5.2), field surveys were done to locate sites with clear reference points where
the main cover types of the area co-exist. A site with four land cover types (Bare
surfaces, Grass patches, P. incana invaded areas and Riparian vegetation) was
therefore identified. Using this site as a reference point, multi-temporal digital HRI
with a spatial resolution of 1 m x 1 m, pixel array dimension of 1012 x 1524 and
about 1.5 km x 1.2 km spatial coverage were selected for processing. The selected
images were then exported to the Idrisi Kilimanjaro GIS and remote sensing software.
5. 3. 2 Image rectification
The images were separated into three bands; the infrared, red and green. Fourty
Ground Control Points (GCPs) uniformly distributed across each image were acquired
from the field using a centimetre level precision Ashtech®
proMark2TM
Global
Position System (GPS). Information relating to the respective cover types was also
recorded in the form of circular GPS waypoints in the vicinity of each GCP. This
information was used in the image classification process as described in the section on
temporal image analysis. The nearest neighbour algorithm was used to resample the
imagery. A Root Mean Square (RMS) error as low as 0.006 m confirmed geo-
referencing accuracy. Further accuracy was established by way of digitizing vector
polygons and lines from the 2001 composite image and overlaying them on the 2004
and 2006 counterparts. All the vector layers digitized from the 2001 images overlaid
perfectly on the latter images’ corresponding features.
Inconsistencies in brightness values of multi-temporal imagery may affect image
quality and interpretation. These inconsistencies may be due to the sensor signal or
environmental factors during image acquisition (Jensen, 2005; Eckhardt et al., 1990).
Atmospheric and sensor properties were not available during image capture, as the
infra-red camera sensors were not calibrated. In the absence of these details, relative
radiometric correction as recommended by Jensen (2005) and Janzen et al. (2006)
was used.
It is noteworthy that spectral units for the imagery are Digital Number (DN) values
spanning a range of 0-255. Since the infra-red camera sensors were not calibrated, DN
70
could not be converted to reflectance values. As pointed out by Lillesand et al.,
(2004), a general linear correlation exists between DN integers and absolute radiance
and hence reflectance, such that 0 and 255 represent minimum and maximum
radiance respectively. All the multi-temporal imagery bands had different DN values,
necessitating atmospheric correction. The 2001 imagery was used as a base image for
normalisation due to its greater visual clarity. Using the CALIBRATE module in
Idrisi Kilimanjaro, the images were adjusted using the offsets and gains from the
fitted regression intercept and slope.
5. 3. 3 Image enhancement
The key advantage that low altitude HRI has over satellite sensor imagery is that
atmospheric condition that can degrade image quality can be avoided when planning a
flight mission. The resulting images were of good visual quality and virtually noise
free. Nevertheless, an attempt was made to further improve their quality by use of
filters that accentuate or suppress image data of different frequencies in relation to the
surrounding pixel brightness (Lillesand et al., 2004). A 5 x 5 filter kernel was passed
over the images, which considerably enhanced visual image quality.
5.3.4 Multi-temporal image analyses
Colour composites (Figure 5.3 a-c) were created from the green, red and NIR bands
(bands 1, 2 and 3 respectively) to yield green vegetation sensitive NIR false colour
rendition for the 2001, 2004 and 2006 images.
71
a: 2001 green, red and NIR band composite.
b: 2004 green, red and NIR band composite.
72
c:2006 green, red and NIR band composite.
Figure 5.3 a-c: Geo-rectified band composites.
These provided a platform for identifying bare soil areas from which samples were
extracted in order to perform a linear regression on bare soil pixels in the red and
infrared bands. Using the REGRESS module in Idrisi Kilimanjaro, the slope and
intercept were obtained in order to generate PVI images. The PVI is analytically
preferable to most simple ratio indices, as it fully accounts for the background soil,
reduces the effects of differences in solar zenith and accounts for topographic
differences (Asner et al., 2003). It is expressed as:
( ) 12 ++−= abaRNIRPVI (9)
Where a and b are the slope and offset of the soil line respectively (Asner et al.,
2003).
As pointed out earlier, the PVI provided distinct separability of P. incana from other
surfaces in a study that used single date HRI. The consistency of the PVI to provide
separability under a multi-temporal setting was tested by digitising point features on
the respective cover surfaces identified from multi-temporal PVI imagery and
corresponding DN values were extracted from the red and NIR bands. In line with the
73
soil-line concept, the latter band values were plotted against the former. The resultant
scattergrams served to validate the separability of the respective surfaces.
Image classifications of the multi-temporal imagery based on the PVI images were
conducted using the maximum likelihood algorithm. For purposes of accuracy
assessment, the PVI derived classifications were compared with those based on GPS
waypoint records of the corresponding vegetation cover types. An error matrix was
then created for the ground data (column: truth) against the PVI classification (rows:
mapped). Using the ERRMAT module in Idrisi Kilimanjaro, correctly classified
pixels (diagonal bold), error of commission (ErrorC) and error of omission (ErrorO)
were generated. The overall Kappa Index of Agreement (KIA) values were 0.78, 0.84,
and 0.85 for 2001, 2004 and 2006 respectively, signifying high classification accuracy
(Table 5.1 a-c). Boolean images representing P. incana were then created and
compared with sub-pixel P. incana image fractions.
Table 5.1 a - c: Error matrices 2001, 2004 and 2006 imagery (1 - P. incana, 2 - Grass
and 3 - Bare surfaces)
a)
b)
Error Matrix Analysis of 2001 classification 1 (columns: truth)
against 2001 classification 2 (rows: mapped)
1 2 3 Total ErrorC
--------------------------------------------------
1 | 530008 48106 3863 | 581977 0.0893
2 | 4717 788749 565 | 794031 0.0067
3 | 6049 121096 39135 | 166280 0.7646
--------------------------------------------------
Total | 540774 957951 43563 | 1542288
ErrorO | 0.0199 0.1766 0.1016 | 0.1196
Overall Kappa = 0.7806. (Diagonal bold values are correctly
classified pixels).
Error Matrix Analysis of 2004 classification 1 (columns: truth)
against 2004 classification 2 (rows: mapped)
1 2 3 Total ErrorC
--------------------------------------------------
1 | 262576 3615 0 | 266191 0.0136
2 | 15276 817193 9272 | 841741 0.0292
3 | 5836 95597 332923 | 434356 0.2335
--------------------------------------------------
Total | 283688 916405 342195 | 1542288
ErrorO | 0.0744 0.1083 0.0271 | 0.0840
Overall Kappa = 0.8555. (Diagonal bold values are correctly classified pixels).
74
c)
Owing to the mixed pixel problem pointed out earlier, multi-temporal endmembers
for the three dominant land surfaces (bare surfaces, grass and P. incana) were
extracted from the processed imagery. This was achieved using the image based
“purest pixels” identification technique (Adams and Gillespie, 2006) based on a priori
GPS field surveys. The endmembers were used to generate P. incana invaded surface
fractions using the LSU (Adams et al., 1995; Eastman, 2003). The LSU model is one
of the SMA models and is based on reflectance spectrum linear combination of the
endmembers of materials present in a pixel weighted by their fractional abundance
(Jensen 2005). It is expressed as:
∑=
+=n
k
iikki RfR1
ε (10)
Where i is the spectral band used; k = 1, ……., n (number of endmembers); Ri is the
spectral reflectance of band i of a pixel which contains one or more endmember; fk is
the proportion of endmember k within the pixel; Rik is spectral reflectance of
endmember k within pixel on band i and εi is the error of band i (Lu et al., 2003a).
Invaded surfaces were unmixed using Constrained Linear Spectral Unmixing (CLSU)
and image fractions. In this technique, the proportion of each endmember is between
0 and 1, and the fractional area occupied by each material within a pixel sums to 1
Error Matrix Analysis of 2006 classification 1 (columns:
truth)against 2006 classification 2 (rows: mapped)
1 2 3 Total ErrorC
--------------------------------------------------
1 | 644553 5 7788 | 652346 0.0119
2 | 78936 554055 38142 | 671133 0.1744
3 | 8271 2378 208160 | 218809 0.0487
--------------------------------------------------
Total | 731760 556438 254090 | 1542288
ErrorO | 0.1192 0.0043 0.1808 | 0.0879
Overall Kappa = 0.8580. (Diagonal bold values are correctly
classified pixels).
75
(Lu, et al., 2003a). To reflect true abundance fractions of endmembers, constrained
unmixing solution was applied where fk is restricted and expressed as:
∑=
=n
k
kf1
1 and 0 1≤≤ kf . (11)
The Spectral Mixture Analysis (SMA) works well with few and spectrally distinct
surface types (Lu et al., 2003a; Lass et al., 2005). Therefore, riparian vegetation as a
surface not central to this study was excluded from this test. A summary of the steps
followed in the multi-temporal image processing is shown in Figure 5.4.
76
Figure 5.4. A flow-diagram of image data acquisition and processing.
Global Position System waypoints around P. incana invaded surfaces surveyed at the
time of image acquisition and P. incana residual images were used to determine the
reliability of P. incana image fractions. The plots were overlaid onto the P. incana
fraction residual images and values were extracted from points digitised within the
P. incana Boolean images and fractions comparisons
Classes
-P. incana
-Grass
-Bare surfaces
Accuracy assessments
Mask grass and
bare surfaces
P. incana
boolean images
-GPS co-
ordinates, field
surface data and
colour composites
Image fractions
-P. incana
-Grass
-Bare surfaces
P. incana fractions
Discard grass and bare
surface fractions
Data acquisition
(HRI) and surface
cover validation
Image pre-processing
-Band separation
-Image georectification
-Image enhancement
Signature development Endmember extractions
PVI generation
Su
per
vis
ed c
lass
ific
atio
ns
Pix
el u
nm
ixin
g
77
plots. Most of the field samples had low residual values when extracted from the
residual image, implying high classification accuracy (Figure 5.5).
Figure 5.5: Residual values based on P. incana residual images.
5.3.5 Surfaces sample spectroscopy
Besides the pixel unmixing of P. incana invaded areas, it would be useful to establish
the invader species’ unique spectral values using laboratory spectroscopy. Given that
a spectrometer provides direct reflectance values, in situ or laboratory reflectance
measurements would play an important role in validating the spectral patterns
identified from the HRI. Owing to the impracticality of spectral measurement during
image acquisition (Anderson and Milton, 2006), laboratory spectral measurements
were done between October 2007 and January 2008. An EPP 2000 concave grating
spectrometer (StellarNet Inc., Tampa - Florida) was used to take reflectance
measurements under laboratory conditions and compared with HRI data. The
spectrometer has a wavelength range of 0.28 – 0.9 µm in the visible and NIR, a
resolving resolution of less than 1 nm for the 25 µm slit and an aberration corrected
concave grating (StellarNet Inc., Tampa-Florida). Its wavelength was scaled to the
vegetation sensitive 0.45 – 0.9 µm range and set to store a single average reading for
five individual data scans. Four sets of samples comprising soil from bare surfaces,
Gwarrie - Euclea undulata (a dominant species in the area to represent green
78
vegetation) and P. incana were collected from the study site and their reflectances
measured in the laboratory within one hour of collection. A total of four average data
files were recorded for each cover type.
Whereas grass surfaces were considered for generating image fractions, their
reflectance are highly depended on their greenness as determined by moisture
availability. Grass responds quickly to changes in moisture availability and it can be
expected that small amounts of precipitation can cause significant changes in
reflectance. To minimise this discrepancy, E. undulata green broad leaves were used
for reflectance measurements instead of grass.
5. 4 Results
The use of the PVI as a basis for the respective supervised classifications provided a
clear distinction between all the land-cover types in the respective sets of imagery
(Figure 5.6 a - f).
a: A PVI for the 2001 image. b: A reclass for the 2001 PVI image
79
c: A PVI for the 2004 image. d: A reclass for the 2004 PVI image
e: A PVI for the 2006 image. f: A reclass for the 2006 PVI image.
Figure. 5.6 a-f: PVI images and respective classes (lower values in the PVI image
indicate P. incana invaded surfaces).
The NIR-Red scatterplots (Figure 5.7 a - c) depict low NIR spectral values for P.
incana invaded areas and conform to PVI models by Richardson and Wiegand (1977)
and Elvidge and Lyon (1985). The multi-temporal consistency serves to confirm that
the PVI provides a reliable spectral separation of P. incana from the other surface
cover types.
80
Figure 5.7a: A 2001 image of different surfaces DN clusters in a NIR-red plot.
Figure 5.7b: A 2004 image of different surfaces DN clusters in a NIR-red plot.
81
Figure 5.7c: A 2006 image of different surfaces DN clusters in a NIR-red plot.
Endmembers from the three surfaces (bare areas, grass and P. incana) showed a
consistent pattern of DN values in all three temporal images (Figure 5.8 a - c).
Whereas areas invaded by P. incana had the lowest DN values in the NIR band, grass
and bare surfaces distinctly showed the highest DN values in NIR and red bands
respectively.
0
50
100
150
200
250
Green Red NIR
Image band
DN
va
lue
s
Bare surfaces
GrassP. incana
Figure 5.8 a: 2001 endmembers.
82
0
50
100
150
200
Green Red NIR
Image band
DN
va
lue
s
Bare surfaces
Grass
P. incana
Figure 5.8 b: 2004 endmembers.
0
50
100
150
200
Green Red NIR
Image band
DN
va
lue
s
Bare surfaces
Grass
P. incana
Figure 5.8 c: 2006 endmembers.
Figure 5.8 a - c: Multi-temporal surface endmembers.
P. incana surface fractions were compared with Boolean images generated using
training sets from multi-temporal PVI images (Figure 5.9 a - f). Values for the
fractions range from 0 to 1, indicating absence and presence of P. incana respectively.
In the Boolean image, 0 shows P. incana invaded areas and 1 shows other surfaces.
83
This comparison shows a clear visual spatial correlation between the surface fractions
and boolean images.
Figure 5.9a: 2001 P. incana surfaces Fig. 5.9b: 2001 P. incana Boolean
fraction. image.
Figure 5.9c: 2004 P. incana surfaces fraction. Figure 5.9d: 2004 P. incana boolean
image.
84
Figure 5.9e: 2004 P. incana surfaces fraction. Figure 5.9f: 2006 P. incana boolean
image.
Figure 5.9a - f: Multi-temporal P. incana image fractions and P. incana boolean
images with training sets from PVI images.
It can be noted from reflectance measurements (Figure 5.10 a - c) that there are
indistinctive reflectance differences in the green band (around 0.55 µm) in the three
sets of measurements. The 0.69 - 0.87 µm wavelengths provided the greatest
distinction between the respective surfaces, with P. incana showing the lowest
reflectance in all three imagery sets. The wavelengths between 0.56 µm and 0.71 µm
also clearly discriminated the reflectance of bare surfaces from green vegetation, and
bare surfaces from P. incana.
0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
0.45 0.55 0.65 0.75 0.85Wavelength (µm)
Reflecta
nce
Bare surfacesGreen vegetationP. incana
a: Spectral measurements 28/10/ 07.
85
0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
0.45 0.5 0.55 0.6 0.65 0.7 0.75 0.8 0.85
Wavelength (µm)
Re
flec
tan
ce
Bare surfaces
Green vegetation
P. incana
b: Spectral measurement 11/12/2007.
c: Spectral measurements 19/01/2008.
Figure 5.10a - c: Spectral samples measurements between October 2007 and
January 2008.
0.0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.45 0.5 0.55 0.6 0.65 0.7 0.75 0.8 0.85
Wavelength (µm)
Refle
cta
nce
Bare surfaces
Green vegetationP. incana
86
5. 5 Discussion and conclusion
High reflectance in the NIR in comparison to the red band is often determined by
vegetation density, stage of growth and internal leaf water content (Walkie and Finn,
1996; de Boer, 2000; Jensen, 2000). On the contrary, a significant reduction of the red
edge, as well as low NIR reflectance have been identified as spectral attributes in P.
incana (Figure 5.6 a - c). According to de Boer (2000), the downward shift in the
NIR DN values can often be attributed to the waxy nature of the leaf surface and hair
cover or internal leaf pigmentation. Whereas the internal leaf pigmentation was not
investigated in this study, the hairy and waxy leaf surface which is a typical
characteristic of P. incana should influence its spectral response. This surface is
readily visible in the form of whitish grey cover often different from surrounding
vegetation, hence the “Blue bush” as it is locally known.
The PVI showed clear spectral separability between all the land surfaces in the
respective temporal imagery taken in different seasons (Figure 5.6 a - c and 5.7 a - c).
This consistency under a multi-temporal setting confirms the PVI’s suitability to
establish P. incana’s temporal pattern and spectral response under different seasonal
situations. It also confirms the observation by Kakembo et al. (2007) that using HRI,
the PVI is best suited for the identification of perennial shrubs with characteristics
similar to P. incana. That the PVI is consistent with the unmixed surface image
fractions from CLSU demonstrates that using HRI, the effectiveness of the PVI is not
impeded by the mixed pixel problem.
Like in other heterogeneous land surfaces (Asner et al., 2003), the use of sub-pixel
analysis has potential to provide better P. incana and other surface type classifications
than existing VIs. However, comparisons of SMA and PVI classifications did not
show any significant differences in this study. This can be attributed to the fine
spatial resolution of the imagery used in this study where much of a single surface is
accommodated within a pixel. In P. incana invaded surfaces, the bare areas usually
span more than 1 x 1 m spatial dimensions, making it possible to be classified as bare
in both PVI and SMA. On the other hand, P. incana individual patches often occupy
more than 1 x 1 m spatial dimensions. For these reasons, sub-pixel based techniques
87
like SMA are unlikely to increase the accuracy of classifications achieved by pixel
based methods.
Clear separability between bare surfaces, green vegetation and P. incana was
achieved using spectral reflectance measurements of the different wavelengths. A
short rise at around 0.67 µm (considered P. incana’s red edge) that was recorded in all
the spectral measurements could be used to differentiate bare surfaces from P. incana.
A clear red edge distinction for green vegetation after 0.68 µm is discernible. P.
incana’s typically low reflectance in the NIR region (0.75-0.87) is also clearly
evident. That distinct separability between all the surfaces was achieved in the NIR
region validates spectral trends identified from HRI.
The spectral response of most annuals and in many cases perennial vegetation types
change with seasonal variations. Consequently, it is often desirable that the timing of
imagery acquisition be in tandem with specific stages of vegetation growth. That
notwithstanding, the present study confirmed that, under favourable atmospheric
conditions during imagery capture, seasonal variation seem not to significantly
influence P. incana’s temporal spectral response trends. The consistency of P. incana
separability on a multi-seasonal basis is therefore useful for P. incana monitoring
using remote sensing techniques.
Multi-temporal trends show unique spectral characteristics in areas covered by P.
incana in comparison to other vegetation surfaces. Sub-pixel classifications using
SMA can further be used to compare and refine pixel based PVI classes and results
validated by field or laboratory spectral measurements. Results from this study show
that using HRI, a combination of the two techniques can reliably provide data for
monitoring and management of invasions by P. incana and other invader shrubs with
similar spectral characteristics.
88
3Chapter 6: The use of laboratory spectroscopy to establish Pteronia
incana spectral trends and separation from bare surfaces and green
vegetation
6.1 Introduction
The invasion of rangelands by unpalatable dwarf shrubs indigenous to the Nama-
semi-arid Karoo region of South Africa has become a serious environmental problem
in many parts of the country’s Eastern Cape Province. In an effort to understand the
dynamics of its invasion, Pteronia incana (Blue bush), the most undesirable among
the invader shrubs, has been investigated in different studies (see Kakembo, 2004;
Palmer et al, 2005; Kakembo et al, 2006, 2007). Besides reducing grazing capacity,
the shrub is associated with severe forms of soil erosion and eventual conversion of
rangelands to dysfunctional systems (Kakembo, 2007). Remote sensing techniques
are one of the tools that have been used in the respective studies for purposes of
mapping P. incana distribution. Despite the strides made in characterising its
distribution, a number of gaps remain in the quest to achieve its unmistakable
separation from other vegetation surfaces and bare areas. Ascertaining the shrub’s
distinct spectral trends would facilitate reliable delineation and restoration of invaded
areas.
Remote sensing systems make use of vegetation spectral characteristics in the visible
and Near Infra-Red (NIR) sections of the electromagnetic spectrum to differentiate it
from other surfaces. However, Digital Number (DN) value extractions and
conventional land cover classification methods using imagery from satellite and aerial
platforms have shown that P. incana has a subtle spectral response dissimilar to the
typical vegetation reflectance patterns (see: Kakembo, 2004; Palmer et al., 2005).
Whereas image DN values are widely accepted as reliable surrogates for reflectance
(Jensen, 2005; Lillesand et al., 2004), the quality and accuracy of DN values and
classification representations are dependent on various factors that include among
others the quality of the imagery and correction methods adopted. Surface
classifications using DN values are also pixel based and therefore susceptible to either
3This chapter is based on a paper accepted by the South African Geographical Journal – Authors,
Odindi, J. O. and Kakembo, V.
89
the influence of background materials, for instance soil and organic material or a
mixture of the same species at different phenological stages within a pixel (Miller et
al., 1991; Droesen, 1999). Whereas these shortcomings can be overcome by un-
mixing the pixel contents (Huguenin et al., 1997; Lu et al., 2003), testing for accuracy
of unmixed image fractions still remains a challenge (Plaza et al., 2005; Adams and
Gillespie, 2006).
In comparison to imagery DN value analysis, laboratory or in-situ spectral
measurements using a spectrometer is often considered a more reliable method of
achieving accurate reflectance values for materials. Unlike aerial or satellite based
imagery data acquisition techniques, this method’s reflectance accuracy is enhanced
by less technical requirements, a reduced sensor to target distance, sensor stability and
an increased dwell time (see; Rundquist et al., 2004; Milton et al., 2007). The main
parameters that determine vegetation spectral reflectance comprise floristic
composition (Schmidt and Skidmore, 2002), bare surface or dead organic matter that
may include bark or branches (Droesen, 1999) and response to seasonal changes
(Miller et al., 1991). Their consideration under laboratory conditions can therefore be
used to provide a better understanding of P. incana spectral trends. A typical
characteristic of P. incana individual shrubs is the high branch to leaf ratio (Figure
6.1). Caution is necessary when dealing with such shrubs because of possibilities of
mixed signals from grasses and bare soil (Sebego et al, 2008), as well as background
branch reflectance. This problem is further compounded by the vertical orientation of
P. incana in relation to an imagery acquisition sensor system.
90
Figure 6.1: Pteronia incana (Blue bush) invasion in the study area.
Since green vegetation is known to have low and high reflectance in the red and NIR
bands respectively, this study hypothesises that low P. incana reflectance identified in
earlier studies using Advanced Spaceborne Thermal Emission Radiometer (ASTER)
and High Resolution Imagery (HRI) (see; Kakembo, 2004; Palmer et al., 2005) were a
consequence of high P. incana branch to leaf ratios. The present study therefore
attempts to compare the effect of background reflectance (P. incana branches) to P.
incana leaves of different proportions using laboratory spectroscopy. It also attempts
to establish P. incana’s spectral separability from green vegetation and bare soil
between 0.45 – 0.88µm wavelengths.
The study area
Samples were acquired from P. incana invaded sites in Amakhala Game Reserve
90km north-east of Port Elizabeth (Figure 6.2). The area was under commercial
livestock farming and crop cultivation for over 80 years until 1999 when it was
converted to a private game reserve. According to the 80-year long rainfall records on
the Game Reserve, the area receives between 380-570mm of rain per year. Annual
rainfall in the area is bi-modal with most of it falling in the summer month of March
and spring months of September and October. Its temperature, based on records at
91
neighbouring Shamwari Game Reserve, ranges from 7.10C to 19.5
0C in winter and
18.60C to 32.4
0C in summer.
Figure 6.2: Location of the study area.
According to Vlok and Euston-Brown (2002) vegetation classification, the area falls
within the broader Albany thicket with a mosaic of both Albany dune thicket and
Albany valley thicket. These thicket types comprise leaf and stem succulents, shrubs,
trees, lianas, succulent herbs, grasses and forbs. The dominant thicket species
identified in the field were gwarrie - Euclea undulate, ribbed kunibush – Rhus
pallens, spiny currant bush – Rhus longispina while dominant grasses were kikuyu
grass – Pennisetum clandestinum and rooigras – Themeda triandra. According to field
observations, hillslopes that have experienced some form of disturbance, for instance
overgrazing or cultivation abandonment are densely invaded by P. incana (refer to
Figure 6.1). Such hillslopes have been identified as highly vulnerable to invasion
(Kakembo et al., 2007). The soils of the study site hillslopes are predominantly clays
and sands derived from mudstones and sandstones of the Kirkwood formation. A flat
alluvium terrace that lies to the west of the Bushman’s river (Figure 6.2) traverses the
game reserve.
92
Materials and methods
The study was conducted between September 2007 and March 2008 using samples
collected once every month. The invader exhibits a distinctive winter carryover effect
in September, as opposed to its photosynthetically active summer appearance in
March. This phenological variation permitted a clear identification of the invader’s
inter-seasonal spectral differences. In-situ reflectance measurements for adjacent P.
incana, bare surfaces and gwarrie-Euclea undulata (a green vegetation species
interspersing P. incana and bare soil surfaces) were taken from three sampling sites.
E. undulata is evergreen deciduous vegetation (De Winter, 1963), unlike grass which
quickly responds to intra-seasonal fluctuations in moisture availability. Such
fluctuations would give rise to discrepancies in reflectance. The sites were identified
in the field as having similar slope angle, position, aspect and soil surface
characteristics, hence ensuring consistency in sample collection. During each field
visit, P. incana samples were cut at stem height and branches of E. undulata were
acquired to represent green vegetation. Blocks of bare soil samples were collected in
rectangular plastic containers of 10x6x4cm dimensions. This ensured the collection of
intact soil surfaces, hence providing consistent reflectance measurements. To ensure
that the respective samples maintained their field status, they were packed into dark
plastic papers that were covered in a dark plastic container. The samples were then
transported within two hours to the laboratory for spectral measurements. In keeping
with Smith et al. (2004), an initial comparison between in-situ and laboratory spectral
measurements showed no significant difference.
To determine spectral reflectance values of leaf to branch ratios, P. incana leaves
were stripped. Using a precision digital scale (Mettler PE 3600 Delta-range), five
sample proportions (1:0, 3:1, 1:1, 1:3 and 0:1) of leaves to branches, comprising 100g,
75g, 50g 25g and 0g of leaves respectively were separated (Table 6.1). The respective
proportions were mixed and spread to a height of 5cm in a container of 45cm
diameter.
93
Table 6.1: Leaf to branch weights and proportions.
Spectral reflectance for P. incana leaf to branch ratios, green vegetation (Euclea
undulata) and soil samples were measured in the laboratory using a high resolution
EPP 2000 concave grating spectrometer (StellarNet Inc., Tampa - Florida). The
spectrometer has a wavelength range of 0.28 – 0.88µm in the visible and NIR, a less
than 1nm uniform resolution over the entire spectral range and an aberration corrected
concave grating (StellarNet Inc., Tampa-Florida). In the present study, the
spectrometer’s wavelength was scaled to vegetation sensitive range of 0.45 – 0.88µm
and readings taken from visible blue (0.45 – 0.5µm), visible green (0.5 – 0.6µm),
visible red (0.6 – 0.7µm) and near infrared (0.7 – 0.88µm). Illumination calibration
for reflectance spectra was achieved using a thermoplastic resin Spectralon®
(LabSphere, Inc., North Sutton, NH) standard white panel.
The spectrometer fibre optic sensor head measuring 0.64cm and an Instantaneous
Field of View (IFOV) of 15cm in diameter was fixed 40cm above the target samples
at nadir position. Containers with wide circumferences were used to avoid reflectance
from non-target materials. The surface reflectance factors (Rλ) were calculated as
ratios between the reflected radiant flux from the standard white panel and the
reflected radiant flux from the samples using formula:
λ
λ
λλ Rp
LP
LR
= (12)
Where Lλ is the flux from the surface, LPλ is the flux from the panel, Rpλ is the bi-
conical reflectance of the panel under constant view geometry and illumination
(Schaepman-Strub et al., 2004).
Sample Leaves (g) Cut branches (g) Total weight (g) Approx. ratio
1 100.37 0 100.31 1:0 .
2 75.06 24.92 99.98 3:1 .
3 49.98 49.98 99.96 1:1 .
4 25.06 75.25 100.31 1:3 .
5 0 99.08 99.8 0:1
94
The spectrometer was configured to acquire ten individual scans which were averaged
within the system and recorded as a single data file. A total of five readings were
taken from each sample. SpectraWiz®
software (StellarNet Inc., Tampa-Florida) was
set at 0.0005µm wavelength increment and used to view and save data from the
spectrometer.
Means (Ms) and Standard Deviations (SDs) for leaf to branch ratio spectral values at
the green and red band mid-points – 0.55µm and 0.68µm respectively – (Lillesand et
al., 2004) were obtained. Due to wavelength limitation of the spectrometer used, its
upper limit value of 0.88µm instead of the 1.0µm mid-point was used for the near
infrared band. To determine the effect of increasing leaf percentage in branch
samples, regression analyses were performed at 0.55µm, 0.68µm and 0.88µm. The t-
test was used to determine whether the difference between the mean reflectance of the
respective surfaces was statistically significant. Nine sets of t-tests were required
(green vegetation vs. bare surfaces, bare surface vs. P. incana and P. incana vs. bare
surfaces) at 0.55µm, 0.68µm and 0.88µm.
To determine green vegetation, bare surface and P. incana spectral trends between
0.45 to 0.88µm, a 0.015µm interval was used to extract the first order derivative from
surface spectral measurements. Derivatives of spectra have a long history in remote
sensing (Becker et al., 2005). Spectral derivatives have several advantages over
reflectance values, which include among others the ability to reduce spectral
differences caused by variability in illumination, removal of background signals and
distinction of closely related spectra (Demetriades-Shah et al., 1990; Curran et al.,
1991; Elvidge and Chen, 1995; Smith, et al., 2004). In this study, a 0.45µm to 0.88µm
wavelength range was used to show points of inflection and to determine spectral
trends of the surface spectrum at 0.015µm interval using the formula:
( ) ( )nnnn λλρρ −−= ++ 11
1std (13)
Where d1st
is 1st derivative, ρ is reflectance, n is band number and λ is wavelength in
µm (Becker et al., 2005).
95
Results and discussion
The P. incana sample reflectance for the respective leaf to branch ratios showed a
steady increase with wavelength; a prominent rise is noticeable from 0.65µm (Figure
6.3). Despite some overlaps identified in the low leaf proportions (1:3 and 0:1, see
Figure 6.3), a very strong correlation value between average spectral measurements
and increasing percentage of leaves was identified (refer to Figure 6. 4).
0
0.02
0.04
0.06
0.08
0.1
0.12
0.14
0.45 0.55 0.65 0.75 0.85
Wavelength (µm)
Re
fle
cta
nce
1 : 0 3 : 1P. incana canopy 1 : 1 1 : 3 0 : 1
Figure 6.3: Sample ratios and canopy surfaces reflectance values
There was a general increase in reflectance at 0.55µm and 0.65µm with an increase in
the proportion of leaves. However, a decline in reflectance at 0.65µm in comparison
to 0.55µm is noticeable for all the ratios (Table 6.2). The 0.88µm wavelength had the
highest maximum and minimum reflectance values for all ratios in comparison to
similar ratios at 0.55µm and 0.65µm wavelengths (Table 6.2). The ratio reflectance
SDs were also generally higher at 0.88µm for each wavelength in comparison to
0.55µm and 0.65µm (Table 6.2). There was a distinctly low mean reflectance
difference values between 1:0 and 3:1 ratios (0.001) at the three wavelengths, while
the 1:3 and 0:1 ratios had a distinctly high (>0.003) mean reflectance difference
values (Table 6.2). There was a similar increase in reflectance values with an increase
in the proportion of leaves at intermediate ratios (Table 6.2). The P. incana shrub
canopy reflectance at 0.55µm was higher than 1:1 branch to leaf ratio (Table 6.2).
96
This can be attributed to the higher proportion of canopy leaves, which is
approximately 2:1 under field conditions during the wet season. When dormant and
photosynthetically inactive during dry spells, the aboveground biomass for P. incana
appears as dead material. Its unpalatability obviates the influence of grazing pressure
on its leaf to branch ratio.
Table 6.2: Branch to leaf proportions and P. incana canopy reflectance at different
wavelengths.
A rise in the red edge was noted around 0.7µm with more than 1:1 P. incana leaf to
branch ratios. The near infrared plateau was also visible after 0.75µm. This could be
attributed to light scattering, lack of absorption pigmentation and decreasing
absorption by water (Elvidge, 1990; Kokaly et al., 2003; Thorhaug et al., 2006). The
presence of the green peak and red edge curve (0.68-0.75µm) were visible with leaf to
branch ratios of greater than 1:1 (see Figure 6.3). As noted earlier, there was a strong
positive correlation between the proportion of P. incana leaves and reflectance.
Whereas the highest average reflectance was recorded from samples with highest
proportion of leaves, there was a general reduction in reflectance of the samples with
an increase in the proportion of branches in the sample (see Figure 6.4). Two major
inferences can be drawn from comparing the reflectance of different branch to leaf
ratios. Firstly P. incana reflectance in the green (0.55µm), red (0.65µm) and NIR
(0.88µm) follow the conventional green vegetation reflectance patterns with a peak at
the green band, and a higher reflectance difference between the red and the near
infrared bands. Secondly, a sample with 100% leaf proportion yields the highest
reflectance in all the wavelengths. However, this highest reflectance (M = 0.123, SD
= 0.0098) attained at the 0.88µm data set is much lower than the >0.4 reflectance units
Wavelength
Ratio 0.55µm 0.65µm 0.88µm .
M SD M SD M SD .
1:0 0.028 0.0006 0.036 0.0017 0.053 0.0061
3:1 0.029 0.0030 0.035 0.0031 0.054 0.0048
1:1 0.043 0.0015 0.042 0.0020 0.068 0.0052
P. incana canopy 0.051 0.0011 0.047 0.0010 0.080 0.0061
1:3 0.056 0.0005 0.052 0.0011 0.092 0.0072
0:1 0.063 0.0011 0.055 0.0023 0.123 0.0098
97
reported in literature for green vegetation (Lillesand et al., 2004; Adams and
Gillespie, 2006; Jensen, 2006).
Figure 6.4: The influence of increasing proportion of leaves on reflectance at 0.55µm,
0.65µm and 0.88µm wavelengths.
Laboratory derived spectral reflectance for P. incana canopy monthly samples were
compared with corresponding bare soil and E. undulata. Different wavelengths
offered different levels of separability. In the green band (0.50µm – 0.60µm), the
green peak for green vegetation reflectance was visible in all the reflectance
measurements. Its unique characteristics at this wavelength range, as described by
Jensen (2005), provided a clear separability from P. incana and bare surface (Figure
6.5). Clearer reflectance distinctions were achieved in the red (0.65µm) and near
infrared (0.88µm) bands. The typical lower green vegetation’s reflectance than bare
soil in the red band and higher green vegetation reflectance than bare soil in the near
infrared surfaces were discernible (Figure 6.5). Consistently low reflectance values
for P. incana were noted in all the bands.
R2 = 0.8996
R2 = 0.9927
R2 = 0.9648
0
0.03
0.06
0.09
0.12
0 25 50 75 100
Percentage of leaves in sample
Re
fle
cta
nce
0.55µm
0.65µm
0.88µm
98
0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
0.45 0.55 0.65 0.75 0.85
Wavelength (µm)
Re
fle
cta
nce
Green Vegetation
Bare soil
P. incana
Figure 6.5: Green vegetation, bare soil and P. incana monthly interval samples
reflectance (each spectrum is an average from fifty spectral measurements).
The mean reflectance measurements for all samples were generally low and
differences between them statistically significant at 0.55µm and 0.88µm (see Table
6.3). Whereas mean reflectance differences between P. incana vs. bare soil, and bare
soil vs. green vegetation were statistically significant at 0.65µm, the opposite is true
of P. incana vs. green vegetation. By implication, separability between the latter pair
of surfaces cannot be achieved at 0.65µm.
Table 6.3: Sample reflectance t-test and p-values, means and standard deviations.
PI - P. incana BS - Bare surface GV - Green vegetation n = 50
Alpha level = .05.
Wave-
length
t-test and p-value
Mean reflectance
Reflectance Std. Dev.
PI vs. BS
BS vs. GV
PI vs. GV
PI
BS
GV
PI
BS
GV
0.55µm
12.14; <.001
8.74; <.001
16.15; <.001
0.042
0.074
0.125
0.022
0.034
0.015
0.65µm
24.44; <.001
35.58; <.001
1.03; <.304
0.048
0.183
0.042
0.027
0.061
0.041
0.88µm
27.76; <.001
44.84; <.001
37.61; <.001
0.071
0.290
0.571
0.072
0.091
0.071
99
Green vegetation, bare soil and P. incana reflectance differences were used to
determine separability in the green (0.55µm), red (0.65µm) and NIR (0.88µm) band
mid point wavelengths. Reflectance differences between the surfaces were low in the
green band (Figure 6.6). In the red band, reflectance differences between bare soil and
P. incana were high, but low between P. incana and green vegetation (Figure 6.6).
Consistently low reflectance differences between green vegetation and P. incana were
seen in the red band for the six month reflectance dataset. Consequently, the low
reflectance difference makes separating P. incana from green vegetation at 0.65µm
difficult. The NIR band provided the highest reflectance difference values in the six
monthly reflectance measurements (Figure 6.6). The clearest separability could
therefore be achieved at the 0.88µm, where the reflectance difference increased
gradually from bare soil and P. incana, green vegetation and bare soil to green
vegetation and bare surfaces (Figure 6.6).
Figure 6.6: Reflectance differences between the respective surfaces.
Clear trends for green vegetation, bare soil and P. incana were also established using
six months spectral means. The mean for green vegetation was high, very low and
very high at 0.55µm, 0.65µm and 0.88µm respectively (Figure 6.7). The reflectance
0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.5
5
0.6
5
0.8
8
0.5
5
0.6
5
0.8
8
0.5
5
0.6
5
0.8
8
0.5
5
0.6
5
0.8
8
0.5
5
0.6
5
0.8
8
0.5
5
0.6
5
0.8
8
20/10/2007 20/11/2007 20/12/2007 20/1/2008 20/2/2008 20/3/2008
Wavelengths and Date
Re
fle
cta
nce
Bare surface & P. incana G. vegetation & Bare surfaceGreen vegetation & P. incana
Reflecta
nce d
iffe
rence
100
values for P. incana were generally low at all the wavelengths, with the lowest values
at 0.65µm (Figure 6.7).
Figure 6.7: Surface reflectance means for the six months data set.
Using the first order derivative on the six months surface spectra, consistent spectral
trends showing a clear distinction between green vegetation and bare soil, and green
vegetation and P. incana peaks at 0.5-0.55µm were achieved (Figure 6.8). The
steepest slope tangents in this range were at 0.52µm and the root at 0.55µm. Although
the average derivative values for bare soil were above P. incana between 0.45 –
0.54µm, it was difficult to separate the two due to similar spectral trends (see Figure
6.8). The best separability between the two surfaces was achieved between 0.55µm
and 0.68µm. Reliable spectral separability could also be achieved between the two
surfaces and green vegetation. Whereas bare soil and green vegetation could be
separated within the entire 0.55 - 0.68µm wavelength, the separability between P.
incana and bare soil was limited to 0.55 – 0.60µm (Figure 6.8).
0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.55 0.65 0.88
Re
flec
tan
ce
Wavelength (µm)
P. incana
Bare soilGreen vegetation
101
0.5 0.6 0.7 0.8
-5
0
5
10
15
1st d
eriv
ativ
e of
ref
lect
ance
Wavelength (µm)
Green vegetation
Bare surfaces
P. incana
Figure 6.8: Spectra for the six months reflectance 1st order derivative.
There was no clear separability between P. incana and bare soil between 0.67µm and
0.775µm. However, this range provided the best separability between the two surfaces
and green vegetation, with typical spectral characteristics of the latter clearly
exhibited (see Figure 6.8). There was a consistent first order derivative trough at
0.76µm that can be attributed to the influence of branches on P. incana reflectance.
Beyond 0.77µm there was no clear first order derivative differences established
(Figure 6.8).
From the above spectral trends, a general increase in reflectance with an increase in
the proportion of P. incana leaves is noticeable. Distinct separability between P.
incana, E. undulata and bare surfaces is achievable in the NIR region (0.75-0.88 µm).
Apart from P. incana vs. green vegetation that could not be separated at 0.65µm, all
the surface combinations could be separated at 0.55µm, 0.65µm and 0.88µm band
mid-points. Using first order derivative, the best separability could be achieved at
0.55-0.68µm and 0.55-0.60µm ranges for P. incana and green vegetation and P.
incana and bare soil respectively.
102
Conclusion
This chapter examined the influence of background materials on P. incana reflectance
and compared its reflectance with bare soil and E. undulata. Different branch to leaf
ratios gave different P. incana reflectance values. The proportion of leaves in the
samples determined ratio sample reflectances, with higher proportions giving higher
reflectance. P. incana samples with over 50% leaves showed typical vegetation
reflectance trends; however, the highest reflectance from 100% leaf samples was
much lower than the conventional green vegetation reflectance. Canopy reflectance
for P. incana was higher than 1:1 branch to leaf proportions, indicating the
overarching influence of the leaf canopy on an individual P. incana shrub. Whereas
branches and background soil may influence P. incana reflectance under field
conditions, results of this study demonstrate that P. incana’s typically low reflectance
between 0.45 to 0.88µm is a function of its leaf canopy. By implication, the
hypothesis that ‘the low P. incana reflectance identified in earlier studies using HRI
and ASTER is a consequence of high P. incana branch to leaf ratios’ is rejected. An
investigation into other factors that contribute to P. incana’s low reflectance, for
instance its internal leaf structure is imperative. The best separability between all the
surfaces can be achieved in the near infrared band, while reasonable separability is
also achievable in the red band. A consistent spectral trend showing a clear distinction
between the respective surfaces was achieved using the first order derivative on the
six months surface spectra. P. incana’s distinct inter-seasonal spectral characteristics
as confirmed by laboratory spectroscopy can be used to augment the existing remedial
protocols for the invader shrub using remote sensing techniques.
103
Chapter 7: Synthesis
7.1 Introduction
This chapter brings the different strands of the respective chapters together and
provides conclusions based on the findings of the study. The chapter starts by relating
major climatic and physical variables to P. incana invaded surfaces. The section is
followed by a review of moisture flux trends in a P. incana invaded area, bare and
grass surfaces and its implication for landscape function. The chapter concludes by
reviewing P. incana spectral trends in relation to most commonly associated cover
types and the reliability of PVI and SMA applications on HRI within the context of P.
incana invasion. Recommendations regarding future research directions are also
made.
7.2 P. incana invasion across a range of gradients
Whereas P. incana invasion may be influenced by a diverse range of other interacting
variables not covered in this study, landuse and mean annual precipitation seem to be
the most important factors influencing P. incana invasion in the Eastern Cape. A clear
trend on the effect of geology on P. incana invasion could however not be
established, as the invasion was not unique to any geological formation. Land
disturbance was however, noted as an outstanding factor in the invasion. As was
noted during transect surveys, the invaded nodes lie on disturbed surfaces used for
livestock and previously cultivated land. The endemic nature of the invasion in
disturbed communal rangelands suggests that land disturbance through overgrazing
and land abandonment has a greater influence on P. incana invasion than the invaders
attributes.
A distinct isohyet boundary of 619mm beyond which P. incana invasion does not
occur was identified by means of the transect survey. By implication, wetness is a P.
incana invasion impeding factor. This observation mirrors catchment scale findings
by Kakembo et al., (2006 and 2007) that showed higher invasion prevalence on drier
hillslopes than gentle and flat surfaces. The combined effect of low precipitation and
104
disturbance is noteworthy, as the areas where P. incana invasion is endemic lie in the
low precipitation zone where disturbance in the form of land abandonment and
overgrazing are widespread.
There was a consistently lower organic matter content in P. incana invaded areas than
un-invaded surfaces. OM depletion in invaded areas can be attributed to the removal
of the top soil layer from bare inter-patch areas, which is exercerbated by the
dominance of sandy loam soils as identified from soil particle analyses.
7.3 P. incana invasion and soil moisture flux
On the basis of soil moisture flux and retention trends identified on P. incana invaded
surfaces, it can be concluded that the conversion of landscapes to dysfunctional
systems could be the ultimate result of the alteration of vegetation cover to P. incana-
bare surface mosaics, as it leads to reduced infiltration and increased runoff. This
confirms the observation by Tongway and Hindley (1995) that the loss of perennial
grasses from a landscape alters the output of the environmental envelope so that the
availability of water and nutrients over time is insufficient for some vegetation species
to persist. Despite their greater moisture retention, grass surfaces were also noted to
lose soil moisture more rapidly than P. incana and bare surfaces after rainfall events,
due to greater evapo-transpiration. On the other hand, longer moisture retention on
bare areas could be attributed to soil crusting, which locks up moisture for longer
periods. The greater retention of soil moisture under P. incana invaded surfaces than
bare areas should be a major consideration in an effort to restore degraded invaded
areas.
The duration of moisture retention seen on grass has strong implications for
appropriate strategies for the restoration of P. incana invaded and degraded surfaces.
It demonstrates differences in moisture dependencies for the two surfaces such that,
moisture elevation in invaded areas would create a suitable environment for grasses to
re-establish themselves. Experiments that entailed the use of moisture elevation and
retention as a P. incana management strategy have been successful (Kakembo, 2007),
as the technique gives early sprouting grass a competitive advantage over P. incana.
Improvement of moisture conditions for P. incana will have to be accompanied by
105
best practice land management options, which include keeping grazing out of areas
under rehabilitation and repeat clearances in areas being re-colonised.
7.4 P. incana spectral characteristics
A general rise in reflectance with an increase in P. incana leaf ratios was noted. Apart
from P. incana vs. green vegetation that could not be separated at 0.65µm, all the
surface combinations could be separated at 0.55µm, 0.65µm and 0.88µm band mid-
points. Using the first order derivative, the best separability could be achieved at
0.55-0.68µm and 0.55-0.60µm ranges for P. incana and green vegetation and P.
incana and bare areas respectively. Consequently, this study confirmed previous
studies by Kakembo (2003) and Palmer et al. (2005) that P. incana has unique
spectral characteristics from conventional green vegetation reflectance. P. incana’s
vertical leaf orientation in relation to the spectral acquisition system and high branch
to leaf ratio earlier thought to be the major causes of low P. incana reflectance are
therefore discounted.
7.5 Application of pixel and sub-pixel based classifications to separate P. incana
The output in pixel-based methods is often a composition of materials within a pixel
(Adam and Gillespie, 2006). In scenarios that may not require local detail, reliable P.
incana invasion mapping can be achieved using aggregation of pixel components in
HRI. Results in this study show that consistent separability can be achieved when the
pixel based PVI is applied to HRI. The biggest advantage of PVI application in P.
incana separation is its ability to minimise the effect of background soil reflectance in
P. incana invaded environments. This is particularly important in P. incana invaded
environments often characterised by inter-patch bare surfaces.
Whereas pixel based techniques like the PVI may be an option in land cover mapping,
such techniques may not provide accurate mapping of P. incana invaded surfaces
depending on, the spatial resolution of the imagery used. However, this study showed
that sub-pixel techniques that de-convolve surface types within a pixel based on
selected end-members can be used to account for major cover types within P. incana
invaded environments.
106
In keeping with other SMA applications, the reliability of P. incana fractions is
dependent on the quality of endmembers selected. Due to the spatial coverage and
limited cover types that characterise P. incana invaded surfaces, image based
endmember selection is a more suited technique for extracting P. incana fractions.
Depending on the number of unique spectra in an image, these characteristics enable
fraction extraction from both high and low resolution imagery. In this study, the
identification of green vegetation endmembers in P. incana invaded environments
was relatively straightforward. However, care should be taken when identifying P.
incana and bare surfaces endmembers as their spectral differences were generally
small.
Whereas the SMA has commonly been used in low spatial resolution imagery, (see;
Souza and Barreto, 2000; Sobal et al., 2002; Uenishi et al., 2005), it has also been
successfully used in medium (see Robichaud et al., 2007) and low (see Zhu, 2005;
Miao et al., 2006) spatial resolution situations. This study further confirms that an
application of spectral mixture models should not be limited to medium and coarse
spatial resolution imagery. In a similar study using a 1x1m spatial resolution Compact
Airbone Spectrographic Imager (CASI), Miao et al. (2006) showed reliable mapping
of Centaurea solstitialis (Yellow starthistle) invasion in California’s Central Valley
grassland using spectral un-mixing.
A combination of pixel based techniques like PVI and sub-pixel techniques like SMA
in P. incana mapping can be used to enhance the reliability of invasion interpretation.
Whereas it is acknowledged SMA applications may not produce reliable results with a
large number of components within a pixel (Adam and Gillespie, 2006), its
application within P. incana invasion environments which are often characterised by
two other major constituents (green vegetation and bare surfaces) increases its
potential as a tool to P. incana mapping.
In summary, this study managed to identify relationship between P. incana invasion
and a range of variables. The importance of isohyetic gradients as determinants of
invasion boundaries was identified. The study also demonstrated the implications of
P. incana invasion for surface moisture flux, particularly the potential of conversion
107
of invaded areas to dysfunctional landscapes. Spectral analyses confirmed that P.
incana has unique spectral characteristics from other vegetation types and showed the
potential of complimenting pixel and sub-pixel based analyses in P. incana mapping.
P. incana spectral investigation was limited to its difference from green vegetation
and bare areas. Consequently, to provide further understanding of remote sensing
applications in P. incana invasion and its interaction with invaded environments, the
following directions for future research are recommended:
i) A comparison between P. incana and typical green vegetation internal
leaf structures as potential causes of spectral differences.
ii) Collection of spectra for P incana and other invader vegetation types, some of
which have similar characteristics, with a view to assembling a spectral library
for delineating invaded environments using imagery.
The main research questions raised in this study namely:
• What is the pattern of P. incana occurrence across a range of gradients?
• What is the hydrological response of P. incana invaded surfaces as
compared to grass and bare surfaces?
• What is the ideal wavelength for separating P. incana from bare surfaces
and green vegetation cover?
• Can consistency be achieved in separating P. incana invaded areas using
multi-temporal HRI? Are sub-pixel techniques more effective than pixel
ones in P. incana separation using HRI?
have all been addressed.
The study has inter alia confirmed the reliability and consistency of HRI in the
delineation of P. incana using both pixel and sub-pixel techniques. The imagery is
therefore a useful tool in the rehabilitation of areas invaded by undesirable vegetation
species.
108
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142
APPENDIX A
P. INCANA CANOPYAND MIXTURES WITH RESPECTIVE LEAVES TO
BRANCH RATIOS
a) b)
c) d)
e) f)
e) f)
P. incana canopy
143
APPENDIX B
GREEN VEGETATION, BARE SOIL AND P. INCANA MONTHLY
SAMPLES REFLECTANCE SPECTRA
a) 20/10/2007
b) 20/11/2007
Bare surface
0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
0.45 0.55 0.65 0.75 0.85
Re
fle
cta
nce
Wavelength (µm)
Green VegetationBare soilP. incana
Green vegetation
P. incana
Bare surface
0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.45 0.55 0.65 0.75 0.85
Re
fle
cta
nce
Wavelength (µm)
Green VegetationBare soilP. incana
P. incana
Bare surface
Green vegetation
144
c) 20/12/2007
d) 20/1/2008
0
0.1
0.2
0.3
0.4
0.5
0.6
0.45 0.55 0.65 0.75 0.85
Reflecta
nce
Wavelength (µm)
Green VegetationBare soilP. incana
Bare surface
Green vegetation
P. incana
0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.45 0.55 0.65 0.75 0.85
Reflecta
nce
Wavelength (µm)
Green VegetationBare soilP. incana Green vegetation
Bare surface
P. incana
145
e) 20/2/2008
f) 20/3/2008
0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
0.45 0.5 0.55 0.6 0.65 0.7 0.75 0.8 0.85
Re
fle
cta
nc
e
Wavelength (µm)
Green Vegetation
Bare soilP. incana
P. incana
Green vegetation
Bare surface
0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
0.45 0.55 0.65 0.75 0.85
Re
flecta
nce
Wavelength (µm)
Green VegetationBare soilP. incana
P. incana
Bare surface
Green vegetation
146
0.5 0.6 0.7 0.8
-5
0
5
1st d
eriv
ativ
e of
refl
ecta
nce
Wavelength (µm)
January
Green vegetation
Bare soil
P. incana
0.5 0.6 0.7 0.8
-5
0
5
10
15
1st d
eriv
ativ
e of
refl
ecta
nce
Wavelength (µm)
Green vegetation
Bare soil
P. incana
APPENDIX C
FIRST ORDER DERIVATIVES OF THE MONTHLY REFLECTANCE
SPECTRA
a) 20/10/2007
b) 20/11/2007
147
0.5 0.6 0.7 0.8
-5
0
5
10
15
1st d
eriv
ativ
e of
r
efle
ctan
ce
Wavelength (µm)
Green vegetation
Bare soil
P. incana
0.5 0.6 0.7 0.8
-5
0
5
1st d
eriv
ativ
e of
refl
ecta
nce
Wavelength (µm)
Green vegetation
Bare soil
P. incana
c) 20/12/2007
d) 20/01/2008
148
0.5 0.6 0.7 0.8
-5
0
5
10
15
1st d
eriv
ativ
e of
refl
ecta
nce
Wavelength (µm)
Green vegetation
Bare soil
P. incana
0.5 0.6 0.7 0.8
-5
0
5
10
15
1st d
eriv
ativ
e of
refl
ecta
nce
Wavelength (µm)
Green vegetation
Bare soil
P. incana
e) 20/2/2008
f) 20/3/2008
149
Grass
P.incana Bare
P.incana Bare Grass
Bare
1 0.3815 0.2315 0.1753 1 0.2015 0.1541 0.1116 1 0.4667 0.2699 0.192
2 0.3809 0.2315 0.1753 2 0.2015 0.1547 0.1116 2 0.4619 0.2705 0.1915
3 0.3809 0.2321 0.1744 3 0.2003 0.1541 0.1107 3 0.4577 0.2711 0.1888
4 0.3809 0.2327 0.1744 4 0.1991 0.1535 0.1098 4 0.4529 0.2705 0.1861
5 0.3803 0.2327 0.1735 5 0.1973 0.1523 0.1098 5 0.4487 0.2705 0.1843
6 0.3797 0.2327 0.1735 6 0.1949 0.1511 0.108 6 0.4451 0.2705 0.1825
7 0.3797 0.2333 0.1726 7 0.1931 0.1499 0.1071 7 0.4427 0.2711 0.1807
8 0.3785 0.2333 0.1726 8 0.1907 0.1481 0.1062 8 0.4397 0.2711 0.1789
9 0.3779 0.2333 0.1726 9 0.1883 0.1463 0.1053 9 0.4367 0.2705 0.1771
10 0.3773 0.2345 0.1726 10 0.1853 0.1445 0.1044 10 0.4331 0.2693 0.1753
11 0.3779 0.2357 0.1726 11 0.1835 0.1433 0.1035 11 0.4289 0.2675 0.1726
12 0.3797 0.2381 0.1726 12 0.1817 0.1421 0.1026 12 0.4247 0.2657 0.169
13 0.3815 0.2405 0.1726 13 0.1793 0.1403 0.1017 13 0.4199 0.2633 0.1663
14 0.3821 0.2417 0.1717 14 0.1775 0.1391 0.1017 14 0.4145 0.2603 0.1636
15 0.3815 0.2417 0.1699 15 0.1757 0.1379 0.1008 15 0.4091 0.2573 0.1609
16 0.3779 0.2399 0.1681 16 0.1739 0.1367 0.0999 16 0.4043 0.2549 0.1591
17 0.3755 0.2387 0.1663 17 0.1727 0.1361 0.0999 17 0.3995 0.2519 0.1564
18 0.3713 0.2363 0.1645 18 0.1715 0.1355 0.099 18 0.3947 0.2495 0.1546
19 0.3683 0.2345 0.1627 19 0.1715 0.1355 0.099 19 0.3905 0.2471 0.1528
20 0.3653 0.2327 0.1609 20 0.1709 0.1355 0.099 20 0.3851 0.2441 0.151
APPENDIX D
PORTION OF CALIBRATED SENSOR MOISTURE LOGS
FOR THE THREE EPISODES AT 1HR INTERVAL
Episode 1 Episode 2 Episode 3
P.incana Grass
150
21 0.3623 0.2309 0.16 21 0.1721 0.1373 0.099 21 0.3815 0.2423 0.1501
22 0.3605 0.2297 0.1591 22 0.1751 0.1397 0.0999 22 0.3773 0.2399 0.1483
23 0.3575 0.2279 0.1582 23 0.1787 0.1427 0.1017 23 0.3743 0.2381 0.1474
24 0.3557 0.2267 0.1573 24 0.1823 0.1457 0.1044 24 0.3707 0.2363 0.1456
25 0.3533 0.2249 0.1555 25 0.1847 0.1475 0.1053 25 0.3677 0.2345 0.1447
26 0.3515 0.2237 0.1555 26 0.1847 0.1475 0.1053 26 0.3647 0.2327 0.1438
27 0.3491 0.2225 0.1546 27 0.1841 0.1469 0.1044 27 0.3617 0.2309 0.1429
28 0.3479 0.2219 0.1537 28 0.1823 0.1457 0.1026 28 0.3587 0.2297 0.142
29 0.3479 0.2225 0.1537 29 0.1805 0.1439 0.1008 29 0.3557 0.2279 0.1411
30 0.3461 0.2213 0.1528 30 0.1781 0.1421 0.0999 30 0.3527 0.2267 0.1402
31 0.3437 0.2201 0.1519 31 0.1763 0.1403 0.0981 31 0.3509 0.2261 0.1393
32 0.3413 0.2189 0.1519 32 0.1739 0.1385 0.0972 32 0.3491 0.2255 0.1393
33 0.3395 0.2183 0.151 33 0.1715 0.1367 0.0963 33 0.3473 0.2249 0.1393
34 0.3383 0.2183 0.1501 34 0.1703 0.1355 0.0954 34 0.3449 0.2237 0.1393
35 0.3377 0.2189 0.1501 35 0.1685 0.1343 0.0945 35 0.3425 0.2225 0.1384
36 0.3389 0.2207 0.151 36 0.1679 0.1337 0.0945 36 0.3389 0.2207 0.1375
37 0.3389 0.2219 0.151 37 0.1661 0.1325 0.0936 37 0.3347 0.2183 0.1357
38 0.3383 0.2225 0.151 38 0.1649 0.1313 0.0927 38 0.3311 0.2159 0.1339
39 0.3365 0.2213 0.1501 39 0.1643 0.1307 0.0927 39 0.3281 0.2141 0.1321
40 0.3335 0.2201 0.1492 40 0.1631 0.1301 0.0918 40 0.3239 0.2117 0.1303
41 0.3311 0.2189 0.1474 41 0.1625 0.1295 0.0918 41 0.3209 0.2099 0.1294
42 0.3275 0.2165 0.1456 42 0.1613 0.1289 0.0909 42 0.3173 0.2075 0.1276
43 0.3239 0.2141 0.1438 43 0.1607 0.1283 0.0909 43 0.3143 0.2057 0.1267
44 0.3209 0.2123 0.1429 44 0.1613 0.1289 0.0909 44 0.3119 0.2039 0.1258
45 0.3179 0.2099 0.142 45 0.1637 0.1313 0.0909 45 0.3095 0.2027 0.1249
46 0.3155 0.2081 0.1411 46 0.1667 0.1343 0.0927 46 0.3071 0.2009 0.124
47 0.3131 0.2063 0.1402 47 0.1709 0.1373 0.0954 47 0.3047 0.1997 0.1231
151
48 0.3107 0.2045 0.1393 48 0.1745 0.1403 0.0972 48 0.3029 0.1985 0.1222
49 0.3089 0.2033 0.1384 49 0.1763 0.1415 0.0981 49 0.3011 0.1973 0.1213
50 0.3059 0.2015 0.1384 50 0.1763 0.1415 0.0981 50 0.2993 0.1961 0.1213
51 0.3047 0.2003 0.1375 51 0.1757 0.1409 0.0972 51 0.2975 0.1955 0.1204
52 0.3029 0.1991 0.1366 52 0.1751 0.1403 0.0963 52 0.2957 0.1943 0.1195
53 0.3011 0.1979 0.1357 53 0.1739 0.1391 0.0945 53 0.2939 0.1931 0.1195
54 0.2993 0.1967 0.1357 54 0.1727 0.1379 0.0936 54 0.2915 0.1919 0.1186
55 0.2969 0.1955 0.1348 55 0.1709 0.1361 0.0927 55 0.2903 0.1919 0.1186
56 0.2957 0.1949 0.1348 56 0.1691 0.1349 0.0918 56 0.2897 0.1919 0.1186
57 0.2939 0.1943 0.1339 57 0.1673 0.1331 0.0909 57 0.2885 0.1919 0.1186
58 0.2939 0.1949 0.1339 58 0.1655 0.1319 0.09 58 0.2873 0.1913 0.1186
59 0.2939 0.1961 0.1339 59 0.1649 0.1313 0.0891 59 0.2849 0.1901 0.1177
60 0.2957 0.1985 0.1348 60 0.1643 0.1307 0.0891 60 0.2825 0.1889 0.1168
61 0.2981 0.2009 0.1357 61 0.1625 0.1295 0.0891 61 0.2789 0.1871 0.115
62 0.2987 0.2021 0.1366 62 0.1619 0.1289 0.0882 62 0.2759 0.1853 0.1141
63 0.2969 0.2015 0.1357 63 0.1613 0.1283 0.0882 63 0.2735 0.1835 0.1132
64 0.2945 0.2003 0.1348 64 0.1601 0.1277 0.0873 64 0.2711 0.1823 0.1114
65 0.2915 0.1985 0.133 65 0.1595 0.1271 0.0873 65 0.2681 0.1805 0.1105
66 0.2885 0.1967 0.1312 66 0.1589 0.1265 0.0873 66 0.2657 0.1787 0.1096
67 0.2843 0.1937 0.1294 67 0.1577 0.1259 0.0873 67 0.2639 0.1775 0.1087
68 0.2813 0.1913 0.1285 68 0.1571 0.1259 0.0873 68 0.2615 0.1757 0.1087
69 0.2777 0.1889 0.1276 69 0.1571 0.1259 0.0873 69 0.2591 0.1745 0.1078
70 0.2753 0.1871 0.1267 70 0.1565 0.1253 0.0873 70 0.2573 0.1733 0.1069
71 0.2729 0.1853 0.1258 71 0.1559 0.1253 0.0873 71 0.2555 0.1721 0.1069
72 0.2705 0.1835 0.1249 72 0.1559 0.1253 0.0873 72 0.2537 0.1709 0.106
73 0.2687 0.1823 0.1249 73 0.1553 0.1253 0.0873 73 0.2519 0.1697 0.1051
74 0.2663 0.1805 0.124 74 0.1547 0.1247 0.0873 74 0.2507 0.1691 0.1051
152
75 0.2645 0.1793 0.1231 75 0.1541 0.1241 0.0873 75 0.2489 0.1679 0.1042
76 0.2633 0.1787 0.1222 76 0.1541 0.1241 0.0864 76 0.2477 0.1673 0.1033
77 0.2621 0.1775 0.1222 77 0.1535 0.1235 0.0864 77 0.2465 0.1667 0.1033
78 0.2609 0.1769 0.1213 78 0.1523 0.1229 0.0864 78 0.2459 0.1673 0.1024
79 0.2597 0.1763 0.1213 79 0.1517 0.1223 0.0855 79 0.2459 0.1685 0.1024
80 0.2591 0.1763 0.1204 80 0.1511 0.1217 0.0855 80 0.2477 0.1703 0.1024
81 0.2579 0.1757 0.1204 81 0.1505 0.1211 0.0855 81 0.2477 0.1709 0.1033
82 0.2567 0.1757 0.1195 82 0.1493 0.1205 0.0846 82 0.2471 0.1715 0.1033
83 0.2567 0.1769 0.1204 83 0.1487 0.1199 0.0846 83 0.2465 0.1715 0.1033
84 0.2573 0.1781 0.1204 84 0.1487 0.1199 0.0846 84 0.2453 0.1709 0.1024
85 0.2573 0.1787 0.1195 85 0.1481 0.1193 0.0846 85 0.2429 0.1697 0.1015
86 0.2561 0.1781 0.1186 86 0.1475 0.1193 0.0846 86 0.2405 0.1685 0.0997
87 0.2531 0.1763 0.1177 87 0.1469 0.1187 0.0846 87 0.2387 0.1673 0.0988
88 0.2501 0.1745 0.1159 88 0.1469 0.1187 0.0846 88 0.2363 0.1661 0.0979
89 0.2477 0.1733 0.115 89 0.1463 0.1181 0.0846 89 0.2345 0.1649 0.097
90 0.2453 0.1721 0.1132 90 0.1457 0.1181 0.0837 90 0.2327 0.1637 0.097
91 0.2429 0.1709 0.1123 91 0.1457 0.1181 0.0846 91 0.2309 0.1631 0.0961
92 0.2399 0.1691 0.1114 92 0.1451 0.1181 0.0846 92 0.2303 0.1625 0.0952
93 0.2381 0.1679 0.1105 93 0.1451 0.1181 0.0846 93 0.2291 0.1619 0.0952
94 0.2363 0.1667 0.1096 94 0.1457 0.1187 0.0855 94 0.2273 0.1607 0.0943
95 0.2345 0.1655 0.1087 95 0.1463 0.1193 0.0855 95 0.2261 0.1601 0.0943
96 0.2321 0.1643 0.1078 96 0.1457 0.1193 0.0855 96 0.2249 0.1595 0.0934
97 0.2303 0.1631 0.1069 97 0.1463 0.1199 0.0864 97 0.2237 0.1589 0.0934
98 0.2285 0.1619 0.106 98 0.1463 0.1199 0.0864 98 0.2231 0.1583 0.0925
99 0.2267 0.1607 0.106 99 0.1469 0.1199 0.0864 99 0.2219 0.1577 0.0925
100 0.2255 0.1601 0.1051 100 0.1463 0.1193 0.0855 100 0.2207 0.1571 0.0916
101 0.2237 0.1589 0.1042 101 0.1457 0.1187 0.0855 101 0.2195 0.1565 0.0916
153
102 0.2225 0.1583 0.1042 102 0.1457 0.1187 0.0846 102 0.2189 0.1571 0.0907
103 0.2213 0.1577 0.1033 103 0.1451 0.1181 0.0846 103 0.2195 0.1577 0.0898
104 0.2207 0.1577 0.1033 104 0.1439 0.1175 0.0846 104 0.2195 0.1577 0.0898
105 0.2189 0.1571 0.1024 105 0.1433 0.1169 0.0837 105 0.2189 0.1577 0.0907
106 0.2171 0.1571 0.1015 106 0.1427 0.1163 0.0837 106 0.2177 0.1571 0.0907
107 0.2177 0.1583 0.1015 107 0.1427 0.1163 0.0837 107 0.2171 0.1571 0.0898
108 0.2177 0.1595 0.1015 108 0.1427 0.1163 0.0837 108 0.2159 0.1565 0.0889
109 0.2177 0.1601 0.1015 109 0.1415 0.1157 0.0837 109 0.2147 0.1559 0.0889
110 0.2177 0.1607 0.1015 110 0.1415 0.1157 0.0837 110 0.2123 0.1547 0.088
111 0.2159 0.1601 0.1006 111 0.1409 0.1151 0.0837 111 0.2111 0.1541 0.0871
112 0.2141 0.1595 0.0997 112 0.1409 0.1151 0.0837 112 0.2099 0.1535 0.0871
113 0.2117 0.1583 0.0979 113 0.1409 0.1151 0.0828 113 0.2081 0.1523 0.0862
114 0.2093 0.1571 0.097 114 0.1409 0.1151 0.0837 114 0.2069 0.1517 0.0862
115 0.2075 0.1559 0.0961 115 0.1403 0.1151 0.0837 115 0.2063 0.1511 0.0862
116 0.2051 0.1541 0.0952 116 0.1403 0.1151 0.0837 116 0.2045 0.1499 0.0853
117 0.2033 0.1529 0.0934 117 0.1403 0.1151 0.0837 117 0.2033 0.1493 0.0853
118 0.2015 0.1517 0.0934 118 0.1409 0.1157 0.0837 118 0.2015 0.1481 0.0844
119 0.1997 0.1505 0.0925 119 0.1409 0.1157 0.0846 119 0.2009 0.1475 0.0844
120 0.1979 0.1493 0.0916 120 0.1415 0.1163 0.0846 120 0.2003 0.1475 0.0844
121 0.1961 0.1481 0.0907 121 0.1421 0.1169 0.0855 121 0.1997 0.1469 0.0844
122 0.1949 0.1475 0.0898 122 0.1427 0.1175 0.0855 122 0.1985 0.1463 0.0835
123 0.1931 0.1463 0.0889 123 0.1433 0.1181 0.0855 123 0.1985 0.1463 0.0835
124 0.1919 0.1457 0.0889 124 0.1433 0.1181 0.0855 124 0.1985 0.1463 0.0835
125 0.1913 0.1451 0.088 125 0.1439 0.1181 0.0855 125 0.1979 0.1463 0.0835
126 0.1901 0.1445 0.088 126 0.1433 0.1175 0.0855 126 0.1985 0.1469 0.0835
127 0.1895 0.1439 0.0871 127 0.1433 0.1175 0.0846 127 0.1979 0.1469 0.0835
128 0.1877 0.1433 0.0871 128 0.1427 0.1169 0.0846 128 0.1979 0.1475 0.0835
154
129 0.1871 0.1433 0.0862 129 0.1421 0.1163 0.0846 129 0.1979 0.1481 0.0835
130 0.1859 0.1433 0.0862 130 0.1415 0.1163 0.0837 130 0.1979 0.1487 0.0835
131 0.1859 0.1439 0.0871 131 0.1409 0.1157 0.0837 131 0.1979 0.1493 0.0835
132 0.1877 0.1457 0.0871 132 0.1403 0.1151 0.0837 132 0.1973 0.1493 0.0826
133 0.1883 0.1469 0.0871 133 0.1403 0.1151 0.0837 133 0.1961 0.1487 0.0826
134 0.1889 0.1475 0.0871 134 0.1397 0.1145 0.0837 134 0.1949 0.1481 0.0817
135 0.1883 0.1475 0.0871 135 0.1397 0.1145 0.0837 135 0.1937 0.1475 0.0808
136 0.1877 0.1475 0.0871 136 0.1391 0.1145 0.0828 136 0.1919 0.1463 0.0808
137 0.1871 0.1475 0.0862 137 0.1385 0.1139 0.0828 137 0.1913 0.1457 0.0808
138 0.1865 0.1469 0.0853 138 0.1385 0.1139 0.0828 138 0.1901 0.1451 0.0799
139 0.1853 0.1457 0.0844 139 0.1385 0.1139 0.0837 139 0.1895 0.1445 0.0799
140 0.1847 0.1451 0.0835 140 0.1385 0.1145 0.0837 140 0.1877 0.1433 0.0799
141 0.1835 0.1439 0.0826 141 0.1397 0.1157 0.0846 141 0.1877 0.1433 0.079
142 0.1823 0.1433 0.0817 142 0.1421 0.1181 0.0855 142 0.1865 0.1427 0.079
143 0.1811 0.1421 0.0808 143 0.1451 0.1205 0.0882 143 0.1859 0.1421 0.079