Handling and Sampling Herpetofauna - ISL Peru

Gideon Erkenswick, Mrinalini Watsa, Zane Libke, Timothy Paine

Published: 2023-09-20 DOI: 10.17504/protocols.io.kxygx98j4g8j/v1

Disclaimer

This protocol is actively used by Field Projects International at the Estación Biológico Los Amigos, Madre de Dios, Peru. It is revised annually to reflect improved capture, handling, marking, and sampling methodology. It has been reviewed by the ethics committees of multiple institutions. No author nor affiliated institution takes responsibility or bears any liability for the use of this protocol by others. The protocol is listed as having sensitive content since it involves biosampling from wildlife. Note: these procedures should be carried out only by trained personnel, and are not recommended for use without first obtaining all required permissions.

Abstract

This protocol contains information on the safe capture and handling of a wide range of herpetofauna in general. It's focus however is on the Neotropics, and specifically it has been applied in the lowland rainforests of Peru. Please note specific information on species, weather and habitat might be biased towards this demographic.

Program Timing:

Sample collection occurs annually during the rainforest dry season (June - August), in conjunction with other field research activities.

Program Overview:

Researchers conduct visual-encounter surveys in search of herpetofauna. This protocol is designed as a minimally invasive way to obtain species observation and genetic samples from a broad variety of species. Surveys generally take place after dusk and before dawn when most amphibians and reptiles are active.

Team Composition:

This protocol may be carried out be variable numbers of participants, typically more participants means more encounters. At least one pre-designated leader with training in handling amphibians and reptiles is required. Others may assist in capture and handling under supervision and when it is deemed safe.

Capture Overview:

When an individual is encountered, a basic register is made (coordinates, photo, identification, activity), which contributes to basic abundance, richness, and diversity comparisons. Depending on the goal of the study, the animal can be captured for more detailed photos and the collection of associated samples, including but not limited to: biopsies (genomic DNA), skin swabs (disease screening), buccal swabs (genomic DNA & disease screening), and fecal residues (genomic DNA, microbiota, disease screening, diet analysis).

Before start

Choose appropriate survey sites for the habitat and research/conservation goals.

Steps

ROLES

1.

TEAM COMPOSITION

This protocol may be carried out be variable numbers of participants, and typically more participants means more encounters/discoveries during the survey. At least one pre-designated leader with training in handling amphibians and reptiles is required for every group. Thus, if a larger team of 8 people will be divided into two teams of 4, two leaders are needed. Any participant may assist in capture and handling (under supervision) when it is deemed safe by the leader.

During animal PROCESSING it is recommended to have:

  • a trained PHOTOGRAPHER
  • an EXPERIENCED HANDLER
  • and a DATA RECORDER

VISUAL SURVEY

2.

Before sampling begins, research coordinators designate transects. Distances can vary, but to allow for comparisons between different habitat types all transects should be the same distance and receive the same amount of sampling effort (measured as researchers * time, Eg. 4 researchers conducting 2 hours of sampling = 8 hours sampling effort). 

3.

Researchers walk at a pace of 200m/hour, single file, typically at night, maintaining at least 5 meters of distance from the researcher in front of them (important to avoid interference from other researcher’s headlamps).

4.

When an animal is encountered

  1. Attempt an in-situ photo before disturbing it;

2. Record coordinates, activity & time (see Encounter Form in attachments);

3. Identify species (see local & regional guides, or iNaturalist);

4. If deemed necessary, capture the animal for sample processing;

5.

ANIMAL CAPTURE

  • Refer to taxa specific instructions below
  • Record bag # for the captured specimen in the Encounter Form
  • Store individuals in designated specimen backpack for transport back to the station or tent.
  • Animals should NOT be maintained for more than 48 hours from the time of capture to release, and ideally only for 24h at the most.

Frogs & salamanders : with a new pair of nitrile gloves, gently cup the individual in hand, and quickly place in a plastic bag to minimize handling time.

Lizards: smaller lizards can be captured using the same cupping method used for amphibians. Medium & large sized lizards should be captured by grasping firmly by the back of the neck, maintaining control over the mouth, and releasing feet from substrate with the other hand. Most lizards, except geckos, should be transported in cloth bags.

Snakes: Snakes should only be captured by trained & experienced researchers who can positively ID the snake. Many nonvenomous snakes are extremely docile and can be captured by simply picking them up and allowing them to crawl among your hands like a branch. More aggressive individuals can be restrained by VERY GENTLY grasping at the back of the neck/head (this should only be performed by trained individuals – snakes have delicate, easy to break skulls and vertebrae). Venomous snakes should only be manipulated with snake hooks and by trained researchers.

Caecilians: Morphological nature and ability to slough skin can make them difficult to grasp. If unable to pick the individual up, attempt placing the bag in front of its path and allow it to slither into the bag. 

PROCESSING

6.

RECORDING DATA

We recommend recording data in the Processing Form (see attached: HerpForm_processing_hardcopy.pdf ). Once completed, we provide an example file that can be used to set up a data collection system online using systems based on ODK (https://getodk.org/).

7.

Start a VOICE RECORDER just before processing any animals. Say aloud: (1) the full date and time; (2) the animal numbers that will be processed; (3) the team members participating.

Leave it running close to the animal processing area. This serves as a backup should any data be missed or incorrectly recorded during processing. Should the data recorder need to stop to assist in processing, there will always be a recorded backup of the proceedings.

8.

Weigh the first animal in its bag.

Note
Recommend to take a picture of the animal bag (with number) or processing sheet before removing the animal from its bag.

9.

Remove the animal from the bag then:

  • weigh the empty bag;
  • collect any feces found in bag
10.

MEAUREMENTS

Measure SVL (Snout-to-Vent Length) with calipers, making sure that the animal is as straight as possible for accurate measurements.

Note
For most frogs, SVL measurements can be taken through the clear plastic bag to minimize contact and stress to the animal

SAMPLING

11.

PREPARING THE AREA FOR SAMPLING

First, lay out all tools and supplies in advance of processing to be fully prepared. Arrange the area similar to the way items are arranged in the image below.

To minimize the risk of infection to the animals, all tools (eg. surgical scissors, scapels) should be be wiped clean before and after use with a Kim wipe (to clear off any macroscopic debris).

Then they should be sterilized with a quadruple wash system - submersion in 10% bleach for 3 minutes, rinse in distilled water x 2, and a rinse in 70% ethanol.

Finally air dry or manually dry them with a clean Kim wipe or paper towel. Ensure that tools are completely dry before sampling to avoid exposure of amphibian skin to ethanol.

12.

TAIL BIOPSY (CAUDATES, CAECILIANS, SQUAMATES)

Note
It is imperative that this process is performed as quickly as possible, by experienced individuals.

Reptiles should be lightly rinsed with clean water to remove debris before cutting their distal tail tip (<=3mm). Specifically:

  1. One researcher should restrain the animal with one hand gently clasped around the neck and the other supporting the lower half of the body and tail ->
  2. Another researcher should sustain the very tip of the tail with tweezers->
  3. Quickly and decisively cut the tail tip and place in a tube with lysis buffer with the help of tweezers ->
  4. A few drops of blood can be collected in a tube with lysis buffer.
Tail biopsy on a snake.
Tail biopsy on a snake.

Note
The capillary action of collection tubes is usually sufficient to draw (pull) blood without force. For certain lizards and snakes, the “toothpaste method” may be effective at collecting blood from an amputated tail tip. With the tail hanging down vertically, and the tip of the tail over an open tube, gently squeeze from the base of the tail down to the tip to release blood. If blood can be collected this way, a blood draw is not required

Safety information
Clipping the distal tip of lizards emulates individuals who naturally lose their tail tip in nature. USDA Pain/Distress Category : C"No more than momentary or slight pain or distress and no use of pain-relieving drugs, or no pain or distress. For example: euthanatized for tissues; just observed under normal conditions; positive reward projects; routine procedures; injections; and blood sampling."Post-Procedure Monitoring Monitor the amputated tail for bleeding. This blood can be collected. No medication should be placed on the wound.

13.

TOE BIOPSY (ANURANS)

To limit impacts on animals, 1-2 toes are clipped per individual, avoiding functionally important toes: proximal toes (front feet), fourth toes (hind feet) (Grafe et al. 2011).

Citation
T. Ulmar Grafe, Margaret M. Stewart, Kathrin P. Lampert, Mark-Oliver Rödel 2011 Putting Toe Clipping into Perspective: A Viable Method for Marking Anurans Journal of Herpetology https://doi.org/10.1670/10-016.1

Note
It is imperative that this process is performed as quickly as possible, especially for small species or species which stress easily (Eg.Pristimantis, Phyllomedusa) . Only experienced individuals should perform this process.

Amphibians should be lightly rinsed with clean water to remove debris before cutting their first phalanx. Specifically:

  1. Pick up the animal ->
  2. Restrain the animal in non-dominant hand, using the thumb to subject its ventral side and flip it on its back ->
  3. With your dominant hand, arrange the back leg (left or right) so that it can be grasped firmly by the thumb and forefinger, allowing the body of the frog to be sustained by the rest of the hand ->
  4. Fan out the fingers of the back foot->
  5. Position scissors just past the toe pad of designated finger and cut quickly and decisively ->
  6. With the help of tweezers, place the biopsy in a tube with lysis buffer.
Method for restraining a frog for toe biopsy. The foot is restrained firmly and gently between the forefinger and thumb. The remaining 3 fingers should wrap gently around the body of the frog to restrain movement (photo is shown with the fingers open for demonstrational purposes).
Method for restraining a frog for toe biopsy. The foot is restrained firmly and gently between the forefinger and thumb. The remaining 3 fingers should wrap gently around the body of the frog to restrain movement (photo is shown with the fingers open for demonstrational purposes).
Toe clipping of the fifth digit with sterilized scissors. Typically the tip of the phalange of the 5th digit is taken, but other toes can be taken in patterns for mark-recapture purposes. For larger specimens, tweezers should be used to sustain the toe to be clipped, but with smaller individuals the clipped toe will often stick to the scissors.
Toe clipping of the fifth digit with sterilized scissors. Typically the tip of the phalange of the 5th digit is taken, but other toes can be taken in patterns for mark-recapture purposes. For larger specimens, tweezers should be used to sustain the toe to be clipped, but with smaller individuals the clipped toe will often stick to the scissors.
For most DNA-barcoding studies, a very small amount of tissue is necessary. This can be obtained without causing harm to the animal by following the guidelines above.
For most DNA-barcoding studies, a very small amount of tissue is necessary. This can be obtained without causing harm to the animal by following the guidelines above.

Safety information
Toe cutting is a widely used technique for collecting amphibian tissue samples (Perry. et al. 2011) and is considered an appropriate method of tissue collection when precautions such as sterilizing equipment and wearing single-use gloves are followed. : C"No more than momentary or slight pain or distress and no use of pain-relieving drugs, or no pain or distress. For example: euthanatized for tissues; just observed under normal conditions; positive reward projects; routine procedures; injections; and blood sampling." Studies have indicated that cutting of the toes in amphibians does not necessarily have a negative impact on their body condition.
Citation
Nichole A. Ginnan; J. Robin Lawrence; Megan E. T. Russell; Dennis L. Eggett; Kent A. Hatch 2014 Toe clipping does not affect the survival of Leopard Frogs (Rana pipiens). Copeia https://doi.org/10.1643/CH-14-064
Citation
Szilárd NEMES , Milan VOGRIN , Tibor HARTEL, Kinga ÖLLERER 2006 Assessing the effect of toe clipping on the yellow bellied toads North-West Journal of Zoology https://www.lacerta.de/AF/Bibliografie/BIB_3892.pdf
Citation
Grafe, T.U., Stewart, M.M., Lampert, K.P. and Rödel, M.O., 2011 Putting toe clipping into perspective: a viable method for marking anurans Journal of Herpetology https://doi.org/10.1670/10-016.1
Citation
Jeannine A. Ott, David E. Scott 1999 Effects of toe-clipping and PIT-tagging on growth and survival in metamorphic Ambystoma opacum Journal of Herpetology https://doi.org/10.2307/1565740
Furthermore, studies in salamanders revealed that toe clipping did not affect the stress hormone responses or behavior of amphibians with toe clipping
Citation
Karen E. Kinkead, J. Drew Lanham, Richard R. Montanucci 2006 Comparison of Anesthesia and Marking Techniques on Stress and Behavioral Responses in Two Desmognathus Salamanders Journal of Herpetology https://doi.org/10.1670/0022-1511(2006)40[323:COAAMT]2.0.CO;2
Toe clipping can have differential impacts by species, and the number of toes clipped is correlated with impact. For example, clipping 3 and 4 toes was found to reduce survival by up to 11% in one species, but had no effect on another; but clipping only two toes didn't have an effect on either species.
Citation
J. Hardin Waddle, Kenneth G. Rice, Frank J. Mazzotti, H. Franklin Percival 2008 Modeling the Effect of Toe Clipping on Treefrog Survival: Beyond the Return Rate Journal of Herpetology https://doi.org/10.1670/07-265.1
Citation
McCarthy, M.A. and Parris, K.M., 2004 Clarifying the effect of toe clipping on frogs with Bayesian statistics Journal of Applied Ecology https://doi.org/10.1111/j.0021-8901.2004.00919.x
Finally, one study determined that clipping of one toe on each of two feet had negligible impacts on survival, which is the approach we take in this study.
Citation
Jennifer E. Swanson; Larissa L. Bailey; Erin Muths; W. Chris Funk 2013 Factors influencing survival and mark retention in postmetamorphic boreal chorus frogs Copeia https://doi.org/10.1643/CH-12-129
Monitor the amputated toe for bleeding. Small anurans typically do not bleed. Larger individuals such as Rhinella & Leptodactylus may bleed slightly. This blood can be collected for genetics. No medication should be placed on the wound.

Citation
Gad Perry, Mark C. Wallace, Dan Perry, Howard Curzer, Peter Muhlberger 2011 Toe clipping of amphibians and reptiles: science, ethics, and the law Journal of Herpetology https://doi.org/10.1670/11-037.1

14.

SCALE BIOPSY (SQUAMATES)

One researcher should restrain the animal with one hand gently clasped around the neck and the other supporting the lower half of the body and tail.

Flip the mid-section of the snake upside down to expose the large ventral scutes.

Another researcher should cut along the edge of the ventral scale, while another assistant sustains the cut scale with tweezers. Note: all materials should be sterile, as indicated above.

Three 1-2mm wide scale clips should be collected in this manner – store one in a tube with lysis buffer for genomic DNA, and store the other two dry in a 1.5mL tube for mercury analysis. (Note: mercury analysis is relevant to southeastern Peru, but other toxicology could be done on these types of samples elsewhere as well).

Caption: Scale biopsy on a large viperid snake. The cut should start from the side of the ventral scale and continue along the edge of the scale. Take care to leave the cut uniform without any overhanging scale pieces. This process should be performed by two individuals - one researcher to restrain the snake, and the other to operate the scissors and tweezers. Courtesy of Jorge Luis Mendoza Silva.
Caption: Scale biopsy on a large viperid snake. The cut should start from the side of the ventral scale and continue along the edge of the scale. Take care to leave the cut uniform without any overhanging scale pieces. This process should be performed by two individuals - one researcher to restrain the snake, and the other to operate the scissors and tweezers. Courtesy of Jorge Luis Mendoza Silva.

Safety information
USDA Pain/Distress Category : C"No more than momentary or slight pain or distress and no use of pain-relieving drugs, or no pain or distress. For example: euthanatized for tissues; just observed under normal conditions; positive reward projects; routine procedures; injections; and blood sampling."

15.

SKIN SWAB

(EXCERPT FROM SDZ ICR): Using a single swab, gently swab the ventral surfaces of the skin approximately 15-20 times. Target areas to include the pelvic patch (5 passes with the swab), ventral thighs (5 passes each side with the swab) and toe webbing (5 passes on each foot). It is not necessary to swab the dorsal skin surfaces.

Rotating the long-side of a flocked-tip swab across the frogs body to swab areas where the fungus gathers.
Rotating the long-side of a flocked-tip swab across the frogs body to swab areas where the fungus gathers.

https://science.sandiegozoo.org/sites/default/files/Chytrid%20guidelines%202019.pdf

Safety information
USDA Pain/Distress Category : C"No more than momentary or slight pain or distress and no use of pain-relieving drugs, or no pain or distress. For example: euthanatized for tissues; just observed under normal conditions; positive reward projects; routine procedures; injections; and blood sampling."

16.

FECES

Collect feces expelled by the animal during or before processing with a sterile swab, and place into tubes with lysis buffer. Note collection surface and potential sources of contamination (e.g. bag, sampling table)

Safety information
USDA Pain/Distress Category : C"No more than momentary or slight pain or distress and no use of pain-relieving drugs, or no pain or distress. For example: euthanatized for tissues; just observed under normal conditions; positive reward projects; routine procedures; injections; and blood sampling."

17.

ECTOPARASITES

Visually inspect the exterior of the animal and look/feel for bumps underneath scales. Carefully remove ectoparasites with sterile tweezers and place in a tube with > 70% ethanol.

The image shows the presence of an ectoparasite (tick) on the body of a Corallus hortulanus snake. Courtesy of Jorge Luis Mendoza Silva.
The image shows the presence of an ectoparasite (tick) on the body of a Corallus hortulanus snake. Courtesy of Jorge Luis Mendoza Silva.

Safety information
USDA Pain/Distress Category : C"No more than momentary or slight pain or distress and no use of pain-relieving drugs, or no pain or distress. For example: euthanatized for tissues; just observed under normal conditions; positive reward projects; routine procedures; injections; and blood sampling."

18.

BLOOD DRAW (REPTILES)

One researcher should place the animal in dorsal recumbency (i.e. on it's back).

Once animals are restrained, the area is sterilized with a prep pad and blood is collected with a sterile syringe at 45 degree angle and needle by blood draw or venipuncture of the caudal tail vein (snakes and lizards), ventral tail vein (turtle), brachial plexus (tortoise). Care should be taken to insert the needle between the scales as opposed to through.

Once the desired volume of blood is reached:

  • gently retract the needle and apply pressure to the puncture site.
  • Place 1 drop of blood on a 2 sterile microscope slides and perform a blood smear.
  • If desired, perform a keto mojo glucose or ketone test immediately.
  • The rest of the blood can be stored whole (freeze immediately), or diluted in lysis buffer.
Needle angle and position of a blood draw from a snake, distal to the cloaca. Courtesy of Jorge Luis Mendoza Silva.
Needle angle and position of a blood draw from a snake, distal to the cloaca. Courtesy of Jorge Luis Mendoza Silva.

Note
In reptiles, the most common method for blood sample collection is the ventral coccygeal vein, which extends the ventral and can be accessed ventrally or laterally from the base of the tail. Be sure to access the vein caudal to the cloaca to avoid male hemipenes. Guidelines recommend accessing the vein at at least 20% of the distance from tail base to tail tip."The needle should be long enough to reach the vertebral body and of an appropriate diameter relative to the vessel size. For medium and large lizards, a 25-gauge needle of length 1–1.5 in is attached to a 3-ml syringe. For small lizards, a 27- gauge needle of length 0.5 in is attached to a 0.5- to 1-ml syringe. A 25-gauge butterfly catheter attached to a syringe can also be used."Tips:insert the needle at a 45-degree angle to the vertebrae, advancing the needle until it makes contact with the vertebral body.Gentle negative pressure is applied to the syringe while slowly retracting the needle until blood begins to flow.

Citation
Brown C 2007 Blood sample collection in lizards. https://doi.org/

Safety information
In all cases, total volume of blood collected in mL will be < 0.5% of animal body weight (g).USDA Pain/Distress Category : C"No more than momentary or slight pain or distress and no use of pain-relieving drugs, or no pain or distress. For example: euthanatized for tissues; just observed under normal conditions; positive reward projects; routine procedures; injections; and blood sampling."Risks Loss of excessive blood: Venipuncture does not cause excessive blood loss, and left alone blood rapidly coagulates and stops bleeding. However, we hasten this process by applying light pressure to the puncture site once blood is collected.Post-procedure monitoring None except confirming that the puncture site is not bleeding before animal is released

19.

PHOTOGRAPHS

Take images of the animal after sample collection to avoid potential sample contamination.

20.

RETURN TO BAG

When PROCESSING is complete the animal is gently returned to the bag in which it was collected and placed in a dark, quiet location with minimal stimulus.

21.

CLEANING

Clean the surfaces that have been in contact with the animal or its secretions by:

  1. Spraying and wiping with 10% bleach and then 70% alcohol;
  2. Disinfect all tools used during the processing with the sterilization solutions procedure: submerged in 10% bleach for 3 minutes -> 1st rinse in distilled water -> 2nd rinse in distilled water -> submerge in 70% ethanol
  3. Dry all tools and surfaces with clean paper towels

Repeat PROCESSING for each animal, unless instructed otherwise by the PI or team leader.

END SESSION

22.

WRAP-UP

Once all animals have been placed back into their bags and carefully set aside for release the team should:

  • End the VOICE RECORDER after stating the following: full date, location, number of animals processed, names of each team member.
  • Clean materials used for processing
22.1.

SAMPLE SORTING

Organize all samples according to the sample storage protocol.

Unless otherwise indicated by the PI, all other samples should be stored in the freezer until sample intake procedure the next day. NOTE, serum samples must be spun and extracted to a serum storage tube the same night and stored frozen.

Note
Immediate freezing will cause tissue to break and cells to lyse, and is important for nucleic acid based research. However, samples designated for morphological analysis will be ruined by freezing. Cell isolation by centrifugation will also be ruined if freezing occurs prematurely.

22.2.

Retrieve the recording from the voice recorder. Name the file using the following convention "YYYY-MM-DD_HERPsession

22.3.

Check information on the PROCESSING SHEET, and listen to the VOICE RECORDER to fill in missing information with a differently colored ink pen (usually red).

22.4.

Gather pictures and videos from and sort them into designated folders on the project hard drive

22.5.

Scan the hard copy data and convert them into PDF files.

22.6.

Group all the files from step 19 into a unique folder named by the date and range of capture numbers used [yyyy-mm-dd_herps##-##]

23.

Upload data into an electronic database from the Processing and Encounter Sheets. If you are using an ODK-friendly system, please see the attached ODK file for import to automatically create an editable form per animal.

Check that the laboratory team has all information they need for long-term sample storage

24.

Re-supply and pack materials for the next capture session

RELEASE

25.

Animals in holding bags or containers should be checked on every 6 hours, approximately. Release in < 48 hrs (sooner the better) at the site of capture for each animal.

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