Reviews of each recovery plan involved collecting detailed data about plan attributes, about biological information presented, and about the recovery goals, criteria, and tasks defined. To standardize the scope and methodology of reviews, reviewers used a detailed questionnaire that solicited more than 2500 specific data about each plan.

Use the links below to download the data-collection Instrument and its accompanying Key, and to review a list of clarifications regarding how the Instrument was used and interpreted. Links are also provided to a file that cross-references species and plan codes with their scientific and common names, and to an auxiliary dataset compiled during an initial exercise to calibrate data collection by participating university groups.

Data-collection Instrument The data-collection Instrument was the original questionnaire used to collect data during review of each recovery plan. The Instrument was organized as a series of Forms, each of which solicited data on a general topic. Several Forms were organized as data matrices with rows that defined the specific subject matter to consider, and columns that solicited specific data about that subject. The Instrument can be downloaded in portable document format (.PDF).

Key to the Instrument. The Key to the Instrument is an indispensible accompaniment to the Instrument. The Key provides detailed instructions on how the Instrument was to be used. It also defines the response codes used for each question in the Instrument. All data collected during plan review were recorded as numeric response codes to standardize data records and to facilitate statistical analyses.

Clarifications. The Clarifications page addresses a number of issues that arose during plan review regarding how the Instrument and Key were to be used and interpreted. These clarifications were made to ensure consistent data collection.

Species Codes. The Species Codes file lists all of the species whose recovery plans were reviewed during the SCB study. This file is especially useful for cross-referencing species codes with their full scientific and common names. The file is comma-delimited text (.CSV format).

Data-collection Consistency. To calibrate data collection by the participating university groups before they started to review their assigned recovery plans, each university independently used the Instrument and Key to review and collect data on the recovery plan for one species, Kokia drynarioides. The Consistency page provides links to the raw Kokia data collected by each university, and to a file in which these data have been summarized.

For analysis and discussion of data-collection consistency, see:
Hoekstra, J. M., Clark, J. A., Fagan, W. F. and Boersma, P. D. 2002. A comprehensive review of Endangered Species Act Recovery plans. Ecological Applications 12:630-640.

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Last updated: 9 August, 2002.
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