Review Article
Review Article
Advanced molecular-based surveillance of quagga and zebra mussels: A review of environmental DNA/RNA (eDNA/eRNA) studies and considerations for future directions
expand article infoSheena M. Feist, Richard F. Lance
‡ United States Army Corps of Engineers Research and Development Center, Vicksburg, United States of America
Open Access


Sensitive methods, capable of rapidly and accurately detecting aquatic invasive species, are in demand. Molecular-based approaches, such as environmental DNA (eDNA) surveys, satisfy these requirements and have grown in popularity. As such, eDNA surveys could aid the effort to combat the colonisation and spread of two notoriously invasive freshwater mussel species, the quagga mussel (Dreissena rostriformis bugensis) and zebra mussel (D. polymorpha), through improved surveillance ability. Here, we provide a review of dreissenid eDNA literature (both grey and published), summarising efforts involved in the development of various assays for use in multiple different technologies (e.g. quantitative PCR, high-throughput sequencing and loop-mediated isothermal amplification) and sampling scenarios. We discuss important discoveries made along the way, including novel revelations involving environmental RNA (eRNA), as well as the advantages and limitations of available methods and instrumentation. In closing, we highlight critical remaining gaps, where further investigation could lead to advancements in dreissenid monitoring capacity.


Assay, ddPCR, HTS, LAMP, metabarcoding, nuclear DNA, qPCR, veligers


Quagga (Dreissena rostriformis bugensis) and zebra (D. polymorpha) mussels are aquatic invasive species (AIS), known for imposing costly economic and ecological damage (Higgins and Zanden 2010; Nalepa and Schloesser 2013). These mussels belong to a phylogenetically complex genus composed of at least six species (Rosenberg and Ludyanskiy 1994; Gelembiuk et al. 2006; Son 2007; Graf and Cummings 2019). Although native to the Ponto-Caspian, quagga and zebra mussels (referred to herein as QM-ZM) have become problematic invaders in North America and Europe (Karatayev et al. 2007, 2015; Ram and Palazzolo 2008; Nalepa and Schloesser 2013; Matthews et al. 2014). They possess several attributes that have contributed to their invasion success. Attributes include prolific reproduction in which microscopic floating larvae (veligers) are released into the water column and easily bypass visual detection (Johnson and Padilla 1996; Stoeckel et al. 1997), secretion of byssal threads that allow firm attachment to numerous types of substrates and infrastructures (Berkman et al. 2000; Peyer et al. 2009), broad thermal tolerance (Locklin et al. 2020) and the ability to withstand transport, drying, low oxygen levels and minimal food conditions (Kinzelbach 1992; Ricciardi et al. 1995; Baines et al. 2007; Snider et al. 2014; Doll 2018). Their accidental introduction into the Great Lakes of North America most likely occurred via transoceanic ships (specifically, ballast water discharge), with ZM first observed in 1988 (Lake St. Clair; Hebert et al. 1989) and QM in 1992 (Lake Ontario; May and Marsden 1992). Since then, populations of QM-ZM have spread throughout much of the United States (US) and south-central to south-eastern Canada through contiguous waterways, though overland human transport has also contributed to introductions in disjunct locations (Johnson and Carlton 1996; Johnson et al. 2001, 2006).

In 2007, QM-ZM were detected for the first time in the western US within three lakes of the Colorado River Basin. This discovery – and others like it (e.g. QM-ZM detections near the headwaters of the Columbia River Basin in 2016) – indicated a westward extension of the North American invasion front and led to the development of several initiatives aimed at preventing, containing and controlling the continued spread of QM-ZM. Initiatives included the Quagga-Zebra Mussel Action Plan for Western Waters of 2010 (QZAP 2010), the 100th Meridian Initiative of 2011 (United States Fish and Wildlife Service 2011) and the Safeguarding the West Initiative of 2017 (United States Department of Interior 2017). These initiatives increased coordination and standardisation of preventative measures, actions, protocols and policies across different jurisdictions and agencies (including at the National, Federal, State and Tribal levels), with input from multiple stakeholders. All initiatives called for an increase in strategic surveillance, including proactive monitoring of high-risk water bodies. In the most recent initiative, environmental DNA (eDNA) surveys were listed as priority QM-ZM monitoring actions, hypothesised to improve surveillance through increased probability of early detection (United States Department of Interior 2017).

Environmental DNA is a term commonly used to describe genetic material deposited or shed into the environment by living organisms and can include both extracellular and intracellular DNA (Ficetola 2008; Jerde et al. 2011; Thomsen and Willerslev 2015). In its broadest definition, eDNA can also encompass DNA in the form of whole microscopic organisms (e.g. bacteria, viruses, phytoplankton, QM-ZM veligers) captured during environmental sampling (Pawlowski et al. 2020). The steps involved in an eDNA survey typically include: 1) sampling a habitat of interest (commonly, freshwaters or marine waters) where a target species is suspected to be present or has the potential to be present and then 2) subjecting the collected sample to sensitive molecular assays, specifically designed to detect DNA from the target species, if present. These assays are typically based on polymerase chain reaction (PCR), with accuracy of detection often subsequently confirmed via standard Sanger DNA sequencing of all, or a subset of, resultant PCR products. With eDNA, the accurate and reliable detection of a specific organism (i.e. detection confidence) requires adherence to quality assurance-quality control (QA-QC) measures, as well as the use of rigorously vetted, high-quality assays. Detailed discussions outlining necessary QA-QC for eDNA-based surveillance efforts, as well as guidelines for developing and validating eDNA assays, are available in Goldberg et al. (2016) and Klymus et al. (2020a).

The ability to detect and/or identify organisms within an environmental sample, as based solely on the DNA within that sample, is not new. In fact, eDNA techniques have been used in microbial and ancient DNA studies for more than two decades (for reviews, see Pawlowski et al. 2020 and Pedersen et al. 2015, respectively). The application of eDNA sampling for AIS surveillance purposes is, however, comparatively younger. It made its debut as a novel technique in 2008, when pond water eDNA samples proved useful for detecting invasive American bull frogs (Lithobates catesbeianus; Ficetola et al. 2008). Since then, eDNA sampling has been widely adopted as an AIS monitoring tool, often outperforming traditional survey methods for hard-to-detect aquatic species, including QM-ZM (e.g. De Ventura et al. 2017; Gingera et al. 2017; Sepulveda et al. 2019; Blackman et al. 2020a).

The genetic material of interest in most molecular-based surveys is DNA. Similar methods targeting RNA (eRNA) are emerging, however, with particular emphasis in ballast/bilge water AIS surveillance (e.g. Pochon et al. 2017). Recent QM-ZM evidence (Marshall et al. 2021) notably supports hypotheses (Barnes and Turner 2016; Cristescu 2019) that at least certain types of RNA degrade faster than DNA in environmental matrices. As such, eRNA may be an appealing complement to eDNA in that it potentially offers enhanced discrimination between AIS detections originating from contemporary sources (i.e. live/very recently alive, locally-present organisms) and AIS detections resulting from relictual, non-local or transient sources. Regardless of target (DNA vs. RNA), molecular-based surveys are extremely sensitive (e.g. lower limits of qPCR detection for QM-ZM can be as low as three gene copies per µl; Sepulveda et al. 2020a) and capable of detecting even minute amounts of target DNA/RNA. While this makes them susceptible to potential contamination (i.e. false positive detections), we reiterate that high-quality assays and careful adherence to QA-QC measures (in the field and in the lab) ensures detection confidence. Resultant robust specificity and sensitivity make molecular-based surveys particularly useful along invasion fronts where QM-ZM abundance may be low. Early detections play a critical role in QM-ZM management, increasing the probability of eradication and, thereby, helping to prevent spread (Wimbush et al. 2009; Counihan and Bollens 2017).

Various molecular-based technologies and protocols have been employed in QM-ZM eDNA surveys and numerous publications exist detailing those efforts. Improvements in eDNA methods have been made along the way to overcome the challenges presented by complex and impure environmental samples. Methodological improvements include refined protocols for isolation and extraction of eDNA, enhanced reagents to combat PCR inhibition and more stringent primer design requirements (Wilcox et al. 2013; Hinlo et al. 2017; Lance and Guan 2020). Additionally, improved methods using highly sensitive platforms like quantitative PCR (qPCR), droplet digital PCR (ddPCR), high-throughput sequencing (HTS) and field-portable machines have been developed, allowing for the quantification, massive parallel sequencing and rapid-onsite surveillance of eDNA, respectively. While each approach provides some level of detection precision for QM-ZM eDNA (i.e. taking into consideration rates of imperfect, or false positive/false negative, detections) and, thus, some level of reliable inference as to the likely presence of QM-ZM, there are advantages/disadvantages that make each approach more suitable for different applications, questions and/or sampling schemes. As such, a review of the current knowledge and a synthesis of information regarding these various methods is needed.

Here, we provide a review of QM-ZM eDNA literature, discussing how knowledge (Table 1) and methodology has evolved over time (Fig. 1). We close by discussing critical scientific and applied gaps, which require additional attention or investigation to advance molecular-based QM-ZM surveillance and inferences therein. The review is intended for eDNA practitioners of all levels. It is consequently written to be understood by large audiences, including non-molecular experts (e.g. AIS managers) interested in implementing eDNA surveys. To aid readership understanding, we have provided a glossary of terms and common eDNA approaches (Table 2).

Figure 1.

Evolution of quagga mussel and zebra mussel (QM-ZM) environmental DNA methods through time. Numerous technologies have been used to amplify and detect the DNA of QM-ZM contained within environmental samples. Technology types include nanoparticle-based methods (i.e. carbon nanotube or light transmission spectroscopy, CNT/LTS), conventional PCR (cPCR), droplet digital PCR (ddPCR), high-throughput sequencing (HTS), loop-mediated amplification (loop-mediated amplification), quantitative PCR (qPCR) and comparative methods. Here, we can see that methods have evolved over time, with qPCR and HTS currently dominating the field and with ddPCR emerging.

Table 1.

Summarised findings and important highlights from the reviewed quagga mussel and zebra mussel (QM-ZM) environmental DNA (eDNA) literature, demonstrating the evolution of eDNA methods and knowledge over time. We focus on insights gained via qPCR and HTS, as these two technologies have dominated QM-ZM eDNA endeavours and provided the vast amount of advancements.

Citation Type Significant findings and other highlights
Tucker (2014) qPCR • Optimisation of extraction methods needed
• Species-specific primers need developed
Bollens et al. (2015) qPCR qPCR multiplexing may negatively impact detection sensitivity, indicating importance of optimisation
Peñarrubia et al. (2016) qPCR • Autumn sampling increases detection success, likely as a result of high veliger presence following spring-summer reproductive season
• Levels of infestation can be estimated using qPCR
Amberg and Merkes (2016); Amberg et al. (2019) qPCR • Designed 1 ZM-specific COI assay, where primers are QM-ZM generic, but probe is ZM-specific, with specificity of assay tested against 27 non-target taxa
• Detection success increased when eDNA sampling occurred at greater depths and above soft substrates
Gingera et al. (2017) qPCR • Designed 3 assays: 2 ZM-specific (CytB and COI), 1 QM-ZM generic (16S), with specificity of assays tested against 10 non-target species
qPCR multiplexing negatively impacts sensitivity
• Autumn sampling increases detection success perhaps due to spawning activity aftermath (veliger presence)
• Spring sampling decreases detection success potentially due to winter QM-ZM die off and increased dilution from snow-melt
DeVentura et al. (2017) cPCR, qPCR • Similar performance of qPCR and conventional PCR (cPCR), but with cPCR potentially being less susceptible to false positives (due to low sensitivity)
eDNA concentration in field samples correlate well with known mussel densities using qPCR
• Recommended mesocosm experimentation to better understand how environmental variables and veliger presence influence eDNA concentration estimations
Sepulveda et al. (2019) qPCR • Multi-scale occupancy modelling indicated that a high probability of detection was possible with eDNA surveys, regardless of season, when substantial and adequate sampling efforts were undertaken (14 to 34 replicates per eDNA site, depending on season)
• Summer sampling proved the most efficient and required the fewest replicates to achieve high probability of detection (likely due to spawning)
Shogren et al. (2019) qPCR • Environmental variables, as well as eDNA shed and decay rates, complicate qPCR-based estimations of biomass/abundance
Sepulveda et al. (2020a) qPCR • Round robin comparison of 5 QM-ZM-specific probe-based qPCR assays revealed high reproducibility and repeatability (i.e. reliability) in results across different eDNA labs, with the best performing assay identified as DRE16S (QM-ZM specific, Gingera et al. 2017) and with DRE2 (ZM-specific, Amberg et al. 2019) identified as potentially susceptible to false negatives
• Cautioned against estimating biomass, based on qPCR results; estimated DNA concentrations were imprecise and inaccurate in spiked samples
Marshall et al. (2021) qPCR • Ratio of eDNA:eRNA useful for assessing time since deposition in controlled aquaria settings
• mRNA H2B represents a useful target for assessing recent (< 24 h) presence of live QM-ZM
• Multi-copy 16S and 18S rRNA represent useful targets for detecting low density QM-ZM
• Suggested observed patterns may be more complex in natural environments
Blackman et al. (2020a) cPCR, qPCR, HTS • Detection success was greatest with cPCR and qPCR, but with all DNA-based methods outperforming kick-net sampling (caveat: HTS utilised a universal metabarcoding primer not specific to QM-ZM)
QM-ZM density and sampling distance impacts detection in eDNA surveillance efforts
Klymus et al. (2017) HTS • Mollusc-specific 16S metabarcode designed
HTS-based detection outperformed traditional surveys
HTS read counts correlated well with initial DNA concentrations within mock community samples, indicating potential utility for estimating biomass in eDNA samples using HTS methods
Prié et al. (2020) HTS • Bivalve-specific 16S metabarcode designed
Marshall and Stepien (2019) HTS QM-ZM specific COI metabarcode designed
• Methods allowed for discrimination of QM-ZM, as well as assessments of relative abundance and genetic diversity
• Aquaria trials indicated that biomass estimates were most accurate after QM-ZM had occupied tanks for 7–14 days
QM-ZM biomass may be best estimated when eDNA samples are collected near the bottom of a waterbody
Table 2.

Glossary of terms relevant to (and explained specifically for) environmental DNA (eDNA) applications. Terms are grouped according to different molecular targets, sources of DNA and technology types. Terms relevant to the validation of eDNA methods and common eDNA challenges are also provided.

Term Definition
Molecular targets
eDNA Environmental DNA. Genetic material found in an environmental sample (e.g. air, water, soil). Can include both extracellular DNA and intracellular DNA, DNA shed from dead or living organisms and sometimes DNA from whole, microscopic organisms (e.g. mussel veligers).
eRNA Environmental RNA. Similar to eDNA, except that RNA is the target molecule.
Sources of eDNA
Relic or legacy eDNA from non-living sources, for example, from decaying carcasses or as trapped in sediments.
Non-local eDNA from another location deposited into the local environment by another source, such as a predator or via sewage contamination. Sometimes referred to as allochthonous eDNA.
Transient eDNA deposited by a target species no longer present in the system, as with a migrating individual.
Extracellular eDNA not encapsulated within a cell, sometimes also referred to as naked, membrane-compromised or free-floating DNA. Anticipated to degrade faster than intracellular eDNA.
Intracellular eDNA within a cell. Anticipated to degrade more slowly than extracellular DNA.
mtDNA Mitochondrial DNA. Circular DNA found within mitochondria. Common eDNA target, due to supposed high concentration and long persistence.
nuDNA Nuclear DNA. Linear DNA found within the nucleus of every cell. Less common eDNA target than mtDNA. Abbreviations used elsewhere include nDNA, ncDNA.
Technologies used to amplify eDNA
PCR Polymerase Chain Reaction. Method used to amplify DNA in a cyclical pattern, typically involving three steps: denaturing (separates double-stranded DNA), annealing (PCR primers anchor to the target DNA region, if found within the sample) and elongation or extension (Taq polymerase synthesises new DNA strands, complementary to the sequence downstream of annealed primers). Steps are achieved within a thermal cycler, using cyclical heating and cooling, where amplification is typically allowed to undergo 25 to 50 cycle iterations.
cPCR Conventional PCR. Conventional PCR is the oldest and simplest form of PCR. It provides end-point detection, where successful DNA amplification is observed (as bands in gel electrophoresis) upon completion of the reaction. For this reason, cPCR is often also referred to as end-point PCR. Amplified products often undergo Sanger sequencing to confirm the associated DNA sequence matches that of the intended target.
qPCR Quantitative PCR. PCR method that incorporates fluorescent chemistry to achieve real-time, quantitative detection of amplified DNA. Relative quantification is achieved via comparisons with standard curves.
Method used to read the nucleotide (“sequence”) pattern within PCR amplicons (i.e. amplified PCR products). Often used to verify the identity of positive eDNA samples and to ensure amplified product represents the target organism.
HTS High-throughput sequencing. Also referred to as next generation sequencing (NGS). Method that allows for massive, parallel sequencing of numerous DNA fragments (i.e. PCR products). In eDNA applications, metabarcoding primers are often used to simultaneously generate amplicons for HTS.
ddPCR Droplet digital PCR. Advanced form of qPCR, in which absolute quantification is achieved by partitioning samples into individual droplets via water-oil emulsion technology.
CNT/LTS Carbon nanotube and light transmission spectroscopy. eDNA amplification and detection methods employing nanotube materials.
LAMP Loop-mediated isothermal amplification. A method in which DNA is amplified at a single temperature (as opposed to PCR, which requires cyclical changes in temperature). Requires a unique polymerase (Bst, rather than Taq) and the use of numerous species-specific primers (typically 6) to create the amplification loop.
Oligonucleotide Short, single strand of synthetic DNA/RNA. Commonly used in PCR.
Primer Oligonucleotide which complements and binds to target DNA/RNA in PCR, initiating amplification of a selected DNA/RNA fragment. Each PCR reaction requires at least two primers (or a set), typically referred to as the forward primer and the reverse primer.
Probe Fluorescently-labelled oligonucleotide used in qPCR to increase reaction specificity. Employed simultaneously with species-specific forward and reverse primers, targeting a third species-specific fragment within the intended amplicon. Creates the fluorescence in probe-based qPCR applications.
Assay In this publication, we use assay to refer to the primer and probe combination used in probe-based qPCR eDNA applications.
Universal primers Synonymous with barcoding primers. A primer set recognised for broad taxonomic coverage, capable of amplifying DNA from numerous different taxa. Frequently used for species identification purposes, but where DNA is often amplified from a single organism. Typically combined with Sanger sequencing.
Metabarcoding primers Similar to universal (barcoding) primers, but specifically optimised for use in HTS amplicon sequencing (“metabarcoding”). Commonly used to amplify the DNA present in bulk and/or eDNA samples, resulting in many PCR amplicons representing numerous different taxa. Typically target shorter DNA fragments than universal (barcoding) primers.
Metabarcoding An HTS application. The (simultaneous) sequencing of a PCR product containing a mix of amplified DNA fragments (“amplicons”), where the amplicons are generated using metabarcoding primers and represent the DNA of targeted organisms found within bulk and/or eDNA samples. Subsequent bioinformatic analyses are required to assess species composition.
Terms relevant to method validation
Mock community An experimental sample in which the sample contains a mixture of target DNA templates at known concentrations and/or of a known composition. Sample is created to mimic the species composition present in environmental samples. Often used to evaluate the sensitivity and specificity of HTS metabarcoding primer pairs.
Spiked sample An experimental sample in which target DNA (either tissue-derived or, more often, synthetic) is added at a known concentration. Spiked samples can be used at different stages of the eDNA workflow and are often employed to test the reliability of eDNA methods.
Quality Assurance- Quality Control (QA-QC) A set of protocols, measures and guidelines to ensure quality eDNA results (including, reproducibility and repeatability). Please reference Goldberg et al. (2016) for a detailed list specific to eDNA surveys.
In silico Method used to assess the specificity of eDNA primers and/or assays. Typically represents the first validation step, where primer/assay sequences for the target species are compared to sequences of non-target (and often related and/or co-occurring) species using data available from DNA repositories (e.g. NCBI’s Genbank).
In vitro Method used to assess the specificity and sensitivity of eDNA primers and/or assays. Typically represents the second validation step, where PCR amplification is attempted for target and non-target species using primers/assays determined to be species-specific during in silico testing. DNA used in the PCR is often invasively collected (i.e. extracted from tissues).
In situ Method used to assess the specificity and sensitivity of eDNA primers and/or assays. Typically represents the third (and final) validation step, where species-specific primers/assays passing in silico and in vitro testing are employed using eDNA samples collected from sites where the target species is known to occur and where the target species is known to be absent. Ensures that the assays work as intended, with positive detections in occupied sites and with no detections (i.e. false positives) in unoccupied sites. Success indicates that the primers/assays are ready for field application, where target species presence/absence is unknown.
Limits of detection Abbreviated LOD. A measure of sensitivity. Required to reliably distinguish detections from non-detections in qPCR and ddPCR applications. LOD represents the lowest eDNA concentration at which 95% of technical replicates amplify (i.e. are detected), as based on a serial dilution of target DNA. False negative detections may occur at concentrations below the LOD. For relevant guidelines/discussions, see Bustin et al. (2009) and Klymus et al. (2020b).
Limits of quantification Abbreviated LOQ. Determines precision of quantification (i.e. ability to quantify eDNA copy number). Lowest eDNA concentration at which samples can be reliably quantified using qPCR or ddPCR. Based on a serial dilution of target DNA, where the coefficient of variation is below 35%. Concentrations below the determined LOQ cannot be reliably quantified. For relevant guidelines/discussion, see Klymus et al. (2020b).
Challenges encountered
PCR inhibition Reduction of DNA amplification efficiency during PCR due to presence of substances co-extracted from environmental samples (e.g. humic acids). PCR inhibition can contribute to imperfect detection and inaccurate quantification.
False negatives Failure to detect eDNA of the target organism, even when the target organism is present in the sampled environment. Can be a result of, amongst other factors, eDNA methods exhibiting low sensitivity, inappropriately designed primers that fail to amplify DNA of target taxon, low tolerance to PCR inhibitors and/or poor sampling protocols (design, timing, replication).
False positives Erroneous detection of the target organism when the target organism is absent from the sampled environment. Can be caused by amplification of non-target organisms (poor specificity of the assay) or by cross-contamination (poor QA-QC, lab and field protocols). For important nuances regarding the term “false positive”, see Darling et al. (2021).
PCR primer/ amplification bias Preferential amplification of DNA from more abundant species or of species whose DNA contains fewer mismatches to the primer sequence. Causes variation of amplification efficiency amongst taxa. PCR primer bias is especially problematic in HTS when using metabarcoding primers and leads to losses in detection sensitivity (i.e. false-negative results) for some species and/or the inability to quantitatively assess eDNA results.
Tag hopping
or swapping
HTS sequencing issue in which sequence reads are mis-assigned to samples. In the HTS workflow, individual samples (within a pooled sample) are identified by unique identifiers, called a tag or index, composed of short nucleotide fragments which are appended to the ends of PCR products during library preparation; sometimes, these unique identifiers get mismatched during preparation and/or during sequencing in a process called tag- or index-hopping. As a result, sequence reads are matched to the wrong sample, confounding results and potentially increasing the risk of false-positive detections. May be minimised by applying unique pairs of indexes (“dual indexes”; one index for each end of template DNA) instead of only a single unique index for each sample.
eDNA is subject to biotic and abiotic factors which contribute to its degradation. Decay refers to the reduction in detectable quantities of eDNA over time as a result of degradation. The rate of decay can impact eDNA survey success and must be considered for interpretations beyond presence/absence.

Studies to date

In this section, we cover the history of the development and use of molecular-based methods for detecting the likely presence of QM-ZM in a sampled water body. The section is largely organised by technology type, with one sub-section dedicated to types of molecular targets (including eDNA vs. eRNA). The order follows the general progression in QM-ZM eDNA techniques, including associated advancements in eDNA knowledge and/or eDNA sampling methods.

Literature cited and reviewed was acquired in two ways. On 8 May 2020, we performed a Google Scholar search for relevant literature, using the following key words in combination with “quagga mussel”, “zebra mussel” and/or “Dreissena”: ddPCR, eDNA, environmental DNA, HTS, metabarcoding, NGS, PCR, qPCR, RNA. On 21 May 2020, we submitted a request for literature (to include unpublished documents and/or grey literature) from members of the Government eDNA Working Group (GEDWG). This North American-based working group is comprised of eDNA practitioners from federal, state, local and non-government institutions (e.g. universities), several of whom have conducted QM-ZM eDNA studies. In total, 23 documents were acquired from both avenues and included in this review.

Early DNA studies using whole specimens

Molecular-based approaches have aided the effort to combat the colonisation and spread of QM-ZM by providing a mechanism for sensitive and reliable early detection. Initial endeavours began with a focus on the molecular identification of, and assessment of genetic diversity within, whole QM-ZM specimens collected from infested waters. Methods are reviewed in Marsden et al. (1996), but in short, these early studies used PCR-free, electrophoresis-based analyses (i.e. allozymes) to individually discriminate amongst morphologically similar (and sometimes unidentified) adult QM-ZM, most commonly collected via trawling. Soon after, conventional PCR-based (hereafter, cPCR) techniques were used to discriminate juvenile specimens of both species which had been tentatively sorted, based on morphology (Claxton et al. 1997). Here, efforts relied on the commonly used mitochondrial DNA (mtDNA) barcode locus, cytochrome c oxidase subunit I (COI), using universal primers recognised for their broad taxonomic coverage (Folmer et al. 1994; Hebert et al. 2003). Subsequent work incorporated the design and testing of newly-developed, species-specific primer sets, unique to QM or ZM. These species-specific primers targeted a variety of QM-ZM genes (mitochondrial COI and 16S rRNA genes and a nuclear gene for 18S rRNA) and were used as diagnostic markers to discriminate amongst microscopic, larval veligers collected via plankton tows. The DNA analysed in all methods was acquired from whole QM-ZM veligers. Early methods required an initial step to pre-sort and individually isolate veligers found within the plankton tows (Claxton and Boulding 1998). Later methods skipped this step and utilised bulk, unsorted tow samples (Frischer et al. 2002; Ram et al. 2011).

These foundational studies provided the knowledge and methodology necessary for expedited, molecular-based dreissenid identification at all life stages, thereby circumventing the need for rare taxonomic expertise. Furthermore, PCR-based approaches were proving to be far more sensitive than more traditional techniques. For example, Frischer et al. (2002) developed a cPCR method (targeting a nuclear gene for 18S rRNA) that specifically identified and detected microscopic ZM veligers in bulk samples containing diverse and unsorted arrays of whole planktonic species. Not only was this cPCR-based method able to discriminate amongst numerous taxa (including other invasive bivalves, for example, QM and Asian freshwater clam, Corbicula fluminea), its detection ability was estimated to be “300 times more sensitive than cross-polarized light microscopy” (Frischer et al. 2002). Yet a decade later, Frischer et al. (2012) observed poor sensitivity using the same cPCR-based methods, where veligers often went undetected. Observations in Frischer et al. (2012) and Hosler et al. (2017) revealed that detection results, based on PCR, can be significantly impacted by expertise in molecular techniques, including familiarity with appropriate sample/DNA preservation methods. Nevertheless, these early findings, based on whole specimens, paved the way for more complex QM-ZM surveillance endeavours utilising eDNA sampling.

Early eDNA-like studies

Moving beyond whole specimens and bulk samples, Carmon et al. (2014) demonstrated the successful detection of lab-manipulated, free-floating QM eDNA within water samples, culminating several years worth of research conducted by the same lab (e.g. see Keele et al. 2013 and protocols/references therein). Here, the authors used COI primers developed by Keele et al. (2013) and combined cPCR with first generation (i.e. Sanger) sequencing to confirm specificity of amplified PCR products. These early eDNA primers and others (e.g. Frischer et al. 2002), target relatively long DNA fragments (often >> 300 bp). Optimised guidance now suggests eDNA primers should target DNA fragments < 250 bp (e.g. Klymus et al. 2020a), as smaller fragments are more likely to be detected in highly degraded and/or eDNA samples (Thomsen and Willerslev 2015). Still, in this experimental study, eDNA-based detection was more sensitive than traditional detection methods (specifically, light microscopy), especially when veligers had undergone structural degradation (i.e. undergone a bead-beating process or exposure to an acidic solution) prior to eDNA sampling and PCR. Yet, the authors noted a high prevalence of false negatives in their experimental eDNA samples (Carmon et al. 2014), where mussels were known to be present, but their DNA not detected. These findings indicated that additional optimisations were needed for QM-ZM eDNA sampling, processing and analyses to achieve greater detection success.

Conventional PCR

Moving out of the lab and into infested waters, Lance and Carr (2012) coupled cPCR (targeting 18S; Frischer et al. 2002) and confirmatory Sanger sequencing with a propidium monoazide (PMA) pre-treatment. Propidium monoazide is a photoreactive dye that binds to DNA and subsequently inhibits PCR, but is incapable of permeating cell membranes (Nocker et al. 2007; Bae and Wuertz 2009). Since PMA cannot infiltrate intact cells, it was predicted that PMA could assist in the targeted detection of DNA from whole veligers, as opposed to (extracellular, free-floating) eDNA shed from adult mussels. The results of this pilot study were positive in that capture and detection of ZM eDNA was successfully demonstrated using water samples collected from a known-infested, natural setting. However, PMA’s ability to discriminate between whole veligers and extracellular eDNA was not confirmed (i.e. PMA results were inconsistent with expectations). The appeal of PMA has since waned. Evidence now suggests that eDNA shed from live organisms can contain a mixture of both membrane-bound DNA (i.e. intracellular) and extracellular DNA (Turner et al. 2014), making PMA treatment ineffectual for veliger-specific detection.

Nanoparticle technologies: Carbon nanotube and light transmission spectroscopy

Most eDNA technologies require some form of PCR. This is because PCR is effective in amplifying minute amounts of DNA such that it can be readily detected in downstream analyses. However, some early eDNA studies aimed to eliminate reliance on PCR and thus improve rapid, on-site (in situ) QM-ZM surveillance in ballast and/or harbour waters. These efforts focused on the application of novel DNA hybridisation methods and employed nanoparticle materials, using one of two relevant technologies, either microfluidic carbon nanotube chips (CNT, Mahon et al. 2011) or light transmission spectroscopy (LTS, Li et al. 2011; Egan et al. 2013, 2015; Mahon et al. 2013). Despite goals to be PCR-free, all publications incorporated cPCR as an initial step in QM-ZM eDNA detection, with most utilising universal invertebrate primers (Folmer et al. 1994) for amplification purposes. Detection of QM-ZM was met with mixed success. For example, in the most recent LTS publication, Egan et al. (2015) sampled waters known to be infested by both species, but could only detect QM. Follow-up publications, demonstrating improved detection and/or PCR-free CNT/LTS advancements, have not emerged. A likely explanation is that costs associated with nanoparticle technologies are prohibitive to further development and widespread application. Or, perhaps PCR-free CNT/LTS endeavours failed to produce reliable QM-ZM detection results. Subsequently, CNT/LTS eDNA technologies have not been widely adopted. An alternative PCR-free strategy has more recently emerged for QM-ZM eDNA surveys and is described in a sub-section below, where loop-mediated isothermal amplification is detailed.

Quantitative PCR

In contrast to the endpoint analyses of cPCR (Fig. 2), quantitative PCR (qPCR) employs fluorescent chemistry that produce DNA amplification curves which can be visualised or monitored throughout the reaction (Wittwer et al. 1997). With qPCR, there are two basic chemistry options: dye-based (e.g. SYBR Green) and probe-based (e.g. TaqMan; Heid et al. 1996). Fluorescence is achieved differently with each. Fig. 2 illustrates these basic differences, but for a more thorough review and relevant background information, see Arya et al. (2005). It is important to note that probe-based qPCR is often preferred for eDNA applications (Herder et al. 2014), as it achieves greater specificity through the use of a target-specific, fluorescently-labelled third oligonucleotide (“probe”), as opposed to dye-based qPCR which utilises a fluorescent chemistry that non-specifically binds to any double-stranded DNA present in the reaction, potentially producing false positive detections, if DNA from non-target organisms is amplified (Marmiroli and Maestri 2007).

Figure 2.

Detailed descriptions of common and emerging quagga mussel and zebra mussel (QM-ZM) environmental DNA (eDNA) amplification strategies. Quantitative PCR (qPCR) and high-throughput sequencing (HTS) represent the most commonly used technologies in quagga and zebra mussel eDNA studies. Droplet digital PCR (ddPCR), an advanced form of qPCR, is an emerging technique with popularity likely to increase due to its high tolerance of PCR inhibitors, improved quantification and observed sensitivity. Here, we detail the specifics of each technique, highlighting how detection and quantification occurs with each. Colours represent three hypothetical environmental DNA (eDNA) samples, at three technical (i.e. lab, amplification) replicates. Positive symbols represent eDNA detection. Negative symbols represent no eDNA detection. Conventional PCR (cPCR) is a foundational technology which gave rise to the other amplification strategies. It is no longer a common eDNA approach (due to low sensitivity), but we include it here for comparative purposes.

In qPCR, fluorescence increases over the duration of the reaction and is reflective of the amount of DNA amplified at each cycle (Higuchi et al. 1992, 1993). Thus, qPCR amplification curves can be used to indirectly quantify the original amount (or starting concentration) of target-DNA present in an eDNA sample using comparisons with a standard curve (Takahara et al. 2012). These standard curves are generated from serially-diluted, known-concentration (and often synthetic; Conte et al. 2018) DNA templates (Fig. 2). One advantage of qPCR, then, compared to cPCR, is that it not only provides a mechanism for inferring the presence/absence of target taxa, it also provides the potential for estimating taxa abundance (i.e. relative density or biomass, but not absolute numbers). Correlations between these metrics and estimated concentrations of eDNA have been found (e.g. Thomsen et al. 2012; Pilliod et al. 2013), even in QM-ZM (Peñarrubia et al. 2016; De Ventura et al. 2017; Marshall et al. 2021). Caution is advised, however, as eDNA concentration may not scale predictably with biomass (Mauvisseau et al. 2019; Shogren et al. 2019; Sepulveda et al. 2020a). For a review and meta-analysis of this issue, see Yates et al. (2019), where it is suggested that further refinement is needed for reliable eDNA-based estimations of abundance.

In an early attempt to develop qPCR markers for ZM, Tucker (2014) designed a probe-based COI assay and tested it for specificity against non-target QM and Asian clams (Corbicula fluminea, hereafter, Corbicula). In trials utilising cPCR, dye-based qPCR and probe-based qPCR, the author found the assay was not ZM-specific, but instead amplified both QM and ZM. Furthermore, detection success was noted to be inconsistent in lab-simulated, eDNA-like samples (reservoir water “seeded” with ZM veligers before DNA extraction). The author concluded that, in future studies, optimisation of eDNA extraction techniques was needed and emphasised the importance of developing species-specific primers to achieve QM-ZM management goals.

Moving into field-based qPCR detection, Bollens et al. (2015) designed two multiplexed, species-specific, probe-based qPCR assays for QM and ZM. A multiplexed reaction employs multiple assays in a single PCR and, with appropriate optimisation, enables the detection of either multiple species (by incorporating several species-specific assays) and/or multiple different loci targeting one species of interest (by incorporating several assays targeting different genes); the latter has been shown to increase eDNA detection success (e.g. Lance and Guan 2019). Both assays developed by Bollens et al. (2015) targeted the cytochrome B (CytB) locus of the mitogenome, but with one assay specific to ZM and the other specific to QM. These assays were intended for use in the Columbia River Basin (CRB), US, which has yet to be invaded by either Dreissena, but represents a highly-susceptible, regularly-monitored watershed. Interestingly, an additional eDNA assay for Corbicula (known to be established in the River Basin) was simultaneously developed and employed by the authors as a methodological positive control, thereby establishing the effective deployment of all phases of the eDNA survey. Experimental evaluation indicated that the Corbicula assay could not be run in multiplex with the QM-ZM assays, as this resulted in a loss of detection sensitivity for ZM. The Corbicula assay was, thereafter, run separately from the dreissenid assays. Asian clams were consistently detected across all sampled sites during the eDNA survey effort, but neither QM or ZM were detected.

To the best of our knowledge, the Bollens et al. (2015) CytB assays have yet to be tested in waters known to have QM or ZM infestations. The reason for this is unclear. Perhaps it is because details regarding assay specificity are missing, with no information provided as to how the assays were evaluated for amplification in potentially co-occurring, non-target species (e.g. in silico, in vitro). In contrast, greater emphasis was placed on QM-ZM specificity during the development of later-occurring probe-based QM-ZM qPCR assays (e.g. Amberg and Merkes 2016; Gingera et al. 2017; Sepulveda et al. 2019), garnering these more recent – and demonstrably more specific – assays greater popularity for deployment in recent surveys. The incorporation of probe-based qPCR chemistry and thorough testing for specificity are known to increase target-species detection precision, including reducing the risk of false positives and, thus, improve the reliability of eDNA results (e.g. Wilcox et al. 2013).

Meanwhile, some authors were employing dye-based qPCR methods. Peñarrubia et al. (2016) published a dye-based qPCR method targeting the nuclear, single-copy histone H2B gene in QM-ZM (Table 3). The method proved successful for indiscriminate detection of both mussels in Spanish lentic systems, with observed greater detection sensitivity than a simultaneously employed, traditional microscopy-based survey method. Furthermore, Peñarrubia et al. (2016) implemented a pre- and post-spawning season sampling scheme which, when combined with the quantitative abilities afforded by qPCR, provided novel findings for the seasonal- and life-stage-specific dynamics of dreissenid eDNA. Specifically, results from their study indicated greater amounts of QM-ZM eDNA were present in the autumn season, which they attributed to increased veliger presence following successful summer spawning. The authors drew two important conclusions, both of which would influence the approaches and interpretations of later occurring surveys: 1) qPCR could be used to estimate levels of QM-ZM infestation via quantification of Dressenid eDNA and 2) QM-ZM eDNA sampling could be optimised by capitalising on spawning activity, where mass veliger concentrations provide ample sources of DNA.

Table 3.

Metabarcodes and assays proven effective for environmental DNA/RNA surveillance of quagga (D. rostriformis bugensis, QM) and zebra (D. polymorpha, ZM) mussels, narrowed to those employed and/or developed in the last five years (since 2016).

Primer Targets Sequence (5' to 3')
HTS metabarcodes
(ordered by increasing specificity)
Blackman et al. (2020a); Mychek-Londer et al. (2020) (originally developed by Geller et al. 2013; Leray et al. 2013)
Ardura et al. (2017) (originally developed by Geller et al. 2013)
jgLCO1490, jgHCO2198 Marine Invertebrates F: TITCIACIAAYCAYAARGAYATTGG
Brown et al. (2016) (originally developed by Zhan et al. 2013)
Uni18S Crustaceans, Molluscs, Tunicates F: AGGGCAAKYCTGGTGCCAGC
Klymus et al. (2017)
Prié et al. (2020)
Marshall and Stepien (2019)
DYE-BASED qPCR primers
Peñarrubia et al. (2016)
De Ventura et al. (2017) (originally developed by Bronnenhuber and Wilson 2013)
Blackman et al. (2020a) (originally developed by Blackman et al. 2020b)
Marshall et al. (2021)
*Gingera et al. (2017)
mtDNA, mt-mRNA
nuDNA, nu-rRNA *modified from Williams et al. (2017)
*Peñarrubia et al. (2016)
(where probes are labelled w a 5' fluorophore dye + 3' quencher)
Gingera et al. (2017)
*developed by Devlin and Youngbull (2019)
Amberg et al. (2019)
Sepulveda et al. (2019)
LAMP primers
Williams et al. (2017)

Continuing with efforts to refine sampling protocols, Amberg and Merkes (2016) and Amberg et al. (2019) provided a comparison of multiple different strategies, including methods that employed sampling from different levels of the water column (surface, mid-water and near the bottom), sampling from waters overlaying either hard or soft substrates (where mussels may or may not settle, respectively) and sampling at two seasonal intervals. Samples were collected from across two different lakes, one where ZM was densely established and another where ZM was newly invaded. Relationships between eDNA and environmental covariates (i.e. depth and substrate) differed between the two lakes. Generally, though, findings indicated that the concentration of ZM eDNA increased with depth and decreased at suspected habitat (i.e. hard substrates). To explain this observation, the authors hypothesised that ZM eDNA drifts to and settles at deeper sections of the lake, where it is less susceptible to degradation and where softer sediments coincidentally exist. It should be noted that, while QM-ZM are filter feeders, their filtering activity does not appear to increase local eDNA degradation rates (Mächler et al. 2018).

The probe-based assay developed and used in Amberg and Merkes (2016; Amberg et al. 2019), was – according to the authors – the first of its kind to be validated for specificity to ZM. The assay, DRE2 (Table 3) combines a dreissenid-specific COI primer set with a ZM-specific probe. It has recognised utility throughout the Great Lakes Region, having been screened for specificity against 27 non-target fish and mussel species common to the area. It has been subsequently employed in a number of publications (e.g. Sepulveda et al. 2019, 2020a; Shogren et al. 2019), but with evidence to suggest it has relatively low sensitivity (potentially due to its low annealing temperature) and, thus, presents a risk for false negative results (Sepulveda et al. 2019, 2020a).

Three alternative – and high-performing (Sepulveda et al. 2020a) – probe-based assays developed by Gingera et al. (2017) have become some of the most prevalently used qPCR assays in North American QM-ZM eDNA surveillance efforts (e.g. Devlin and Youngbull 2019; Sepulveda et al. 2019, 2020a; Trebitz et al. 2019; Watts 2020; Marshall et al. 2021). These assays are commonly cited in literature as ZEBCOI, ZEBCYT and DRE16S (Table 3), with ZEBCOI and ZEBCYT being specific to ZM and DRE16S generically targeting both QM and ZM. During development, all assays underwent thorough vetting for specificity to QM-ZM, with particular emphasis in the Great Lakes Region of North America, via trials with 10 native, non-target mussels. When originally deployed, Gingera et al. (2017) used these novel assays along an invasion front, where qPCR-based eDNA surveys were used for early detection purposes. Results provided positive eDNA detections (later confirmed via visual surveys) in high-risk areas, where QM-ZM had either been previously eradicated and possibly recolonised or not yet documented. The authors employed a seasonal sampling scheme and, in agreement with Peñarrubia et al. (2016), also observed increased detection success during autumn months. A number of possible explanations were provided to account for lower detection success during the spring months, including increased dilution due to snow-melt and potential cold-season (winter) die-off. Support for the hypothesis that dilution plays a significant role in the success of QM-ZM eDNA surveys was later demonstrated by Trebitz et al. (2019). Akin to Peñarrubia et al. (2016), the increased detection success, observed by Gingera et al. (2017) in autumn, was attributed to QM-ZM life history, where whole-veliger presence, post-spring/summer spawning, likely contributes to ease of eDNA detection.

De Ventura et al. (2017) discussed how veliger presence in eDNA samples may impact the performance of different technologies and the ability to accurately quantify eDNA. The study compared the performance of cPCR and dye-based qPCR, employing two species-specific COI assays (DbuCOI3 and DpoCOI3; Table 3) developed by Bronnenhuber and Wilson (2013). Both eDNA methods appeared to outperform conventional survey techniques (i.e. kick-net sampling and scuba surveys), with similar levels of detection achieved in waters from previously invaded reaches and in waters at the edge of an invasion front. However, the authors concluded that cPCR was a more robust method and could potentially outperform qPCR by being less prone to false positives (due to cPCR possessing lower sensitivity than qPCR). Even so, the authors were able to demonstrate the utility and advantage of using qPCR. Here, De Ventura et al. (2017) found that eDNA concentrations (estimated via qPCR) were positively correlated with known mussel densities, indicating that QM-ZM eDNA concentrations can be linked to population densities via biomass (at least in some cases). The authors, however, recommended mesocosm experimentation to further investigate this relationship, stating that the concentration and quantification of eDNA may be influenced by several factors, including veliger presence, PCR inhibitors and environmental conditions.

As De Ventura et al. (2017) eluded, eDNA is subject to environmental factors that impact its transport, persistence and degradation (for reviews, please see Barnes and Turner 2016; Harrison et al. 2019). To better understand how these factors influence ZM eDNA surveys in lotic waters, as well as how they influence the interpretation of eDNA concentrations for biomass, Shogren et al. (2019) conducted an eDNA survey along a 7-km stretch of an infested river in Denmark during the non-reproductive season. Using DRE2 (Amberg and Merkes 2016; Table 3), the authors investigated the relationship between eDNA concentration and ZM density, while considering site characteristics (river physicochemical and hydrologic variables, including velocity, macrophyte cover, temperature, pH, substrate type, chlorophyll a and nutrients) and mussel eDNA shed and decay rates (Sansom and Sassoubre 2017). Results revealed complex relationships amongst variables, highlighting the difficulty in accurately estimating mussel biomass/abundance solely from eDNA quantitative data. Specifically, Shogren et al. (2019) found a weak relationship between ZM density and eDNA concentration. A stronger relationship was observed between water velocity, nutrient concentration and the spatial distribution of ZM eDNA. The authors suggested these findings could be used to develop future sampling strategies, where the fate of eDNA may be best predicted using hydrological modelling (e.g. eDNA transportation models, such as in Carraro et al. 2018 and as more recently detailed in Carraro et al. 2020).

Using multi-scale occupancy modelling, Sepulveda et al. (2019) investigated how sampling strategies (specifically, intensity and timing) may impact eDNA detection success in North American QM-ZM surveys. Here, the authors used three assays: a newly-developed QM-specific COI assay (designated DREQM and tested against 15 non-target taxa; Table 3), DRE16S (Gingera et al. 2017) and DRE2 (Amberg et al. 2019). Results indicated that, amongst filtered samples collected in June, July and October, the greatest sampling-to-detection efficiency was observed in July, when the reproductive season appeared to afford a higher probability of detection. Yet, the authors reiterated previous recommendations that sample replication plays a crucial role in the probability of detection and overall eDNA survey success (e.g. Ficetola et al. 2015; Furlan et al. 2016; Willoughby et al. 2016). With QM-ZM, a fairly large number of eDNA field samples were needed to achieve high levels of detection confidence, with ≥ 27 and 14 samples required, respectively, for June/October and July eDNA survey endeavours.

By 2020, it was clear that field-based methodological approaches (e.g. seasonal timing, replication etc.) impacted the outcomes of QM-ZM eDNA surveys. Yet, no study had compared the outcomes, based on assay choice. To remedy this issue, Sepulveda et al. (2020a) published a “double-blind, round-robin validation” for five of the most commonly used QM-ZM-specific, probe-based qPCR assays (DRE16S, ZEBCOI, ZEBCYT from Gingera et al. 2017; DRE2 from Amberg et al. 2019; DREQM from Sepulveda et al. 2019). In this study, filtered waters were collected from seven widely disjunct lotic and lentic locales in the US where QM-ZM infestations were either known or unknown. Samples were analysed across several labs and outcomes compared. Results were highly reproducible (i.e. consistent and, thus, reliable) across labs and largely across assays, with the following caveat: DRE16S outperformed all other assays, while DRE2 performed the least effectively (as previously mentioned, likely due to unusually low annealing temperatures). Although the authors acknowledged that using multiple assays could reduce the occurrence of false negative results (and, logically, improve overall survey power and accuracy), they cautioned against multiplexing the tested assays, citing findings from Gingera et al. (2017), which suggested that multiplexing decreased associated assay performance. Furthermore, Sepulveda et al. (2020a) noted imprecise and inaccurate eDNA quantification in spiked water samples (i.e. experimental samples containing known concentrations of target species synthetic DNA), suggesting additional caution is warranted when estimating biomass from water samples with low concentrations of eDNA. Such findings contribute to the growing body of evidence that qPCR-based quantification may be less than precise for QM-ZM eDNA samples, which are consistent with findings across numerous taxa (Yates et al. 2019).

Droplet Digital PCR

Droplet digital PCR (ddPCR; Hindson et al. 2011) is a technologically advanced form of qPCR, recognised for DNA quantification precision. With ddPCR, microfluidic circuits and oil-water interactions are employed to partition individual DNA molecules and qPCR reagents (e.g. polymerase, primers, hydrolysis probes, free nucleotides etc.) into individual oil droplets. During this process, tens of thousands of droplets are generated and each undergoes an individual PCR. The concentration of target DNA within a sample is calculated, based on the number of droplets that fluoresce at a set level (i.e. in which target DNA has undergone amplification) relative to droplets that do not fluoresce (and, hence, lacked target DNA). This approach is a direct and more accurate method for quantifying DNA than “analogue” qPCR (i.e. conducted on a standard qPCR instrument with DNA concentrations estimated using standard curves) and is less susceptible to inhibitor-induced false negatives when eDNA concentrations are very low (Doi et al. 2015), which is commonly the case. Recent grey literature details the novel application of ddPCR for QM-ZM eDNA surveillance.

In a pilot study, Watts (2020) used the QM-ZM specific assay DRE16S (Gingera et al. 2017) in conjunction with a modified Corbicula assay (Cowart et al. 2018) to survey for ZM and Asian clams. Filtered water samples were collected at docks and boat ramps at six lakes in the north-eastern US across the following ZM and Corbicula infestation gradient: absent (i.e. control site), recently eradicated, transient, non-viable, newly identified and known. For ZM, detection success varied amongst sampling sites and months; the greatest detection success was observed in lakes with larger populations and when sampling occurred during the month of May (i.e. spring). The latter finding contrasts with previous evidence which suggested mid-summer (July; Sepulveda et al. 2019) and/or autumn sampling (Peñarrubia et al. 2016; Gingera et al. 2017) provided the best QM-ZM eDNA detection success. Observed discordance across studies may be due to differences in sampling effort, where replication has been shown to significantly influence the probability of QM-ZM eDNA detection across seasons (Sepulveda et al. 2019).

Devlin and Youngbull (2019), employing a newly-developed portable instrument, also reported on the use of ddPCR to detect QM-ZM eDNA. The authors used Gingera et al. (2017) DRE16S primers, but incorporated a novel probe (Table 3). Interestingly, during a survey for QM-ZM in Lake Mead (AZ and NV, US), the study discovered that QM-ZM eDNA could be detected in near real-time by directly assaying lake water (i.e. no filtration or centrifugation of water samples; no purification, isolation or concentration of eDNA). However, direct assay results may not be indicative of outcomes in other waters, as Lake Mead represents an extremely infested location where QM-ZM eDNA may be in atypically high concentrations (i.e. readily detectable without the need to concentrate).

High-throughput sequencing

High-throughput sequencing (HTS) is a modern technology in which numerous targets (e.g. samples, genes, DNA fragments, species) can be simultaneously sequenced, generating greater amounts of DNA data in shorter time frames, all while reducing sequencing costs. In eDNA studies, metabarcoding approaches are often used alongside HTS (in a multi-step process) to rapidly and bioinformatically identify the DNA (i.e. species) present in an environmental sample (Fig. 2). During the first step, DNA is typically amplified using cPCR and taxonomically broad “universal” barcoding or metabarcoding primers (Hebert et al. 2003; Taberlet et al. 2012). The obtained amplicons are subsequently sequenced or “read” via HTS and the resulting sequence data are then cross-referenced against either an existing DNA database (i.e. NCBI’s GenBank, Barcode of Life Database (BOLD)) or a custom made DNA database. Using these databases and complex bioinformatic analyses, sequences (i.e. amplified DNA) can then be identified to species or higher taxonomic levels depending on the quality and taxonomic comprehensiveness of the reference databases. Metabarcoding presents unique challenges to eDNA analysis and interpretation. It is subject to losses in detection sensitivity (e.g. PCR amplification bias), increased risks of false-positive results (e.g. via contamination induced by HTS tag-hopping) and requires robust experimental evaluation (Zinger et al. 2019).

Metabarcoding HTS methods have been successfully applied to QM-ZM eDNA surveillance efforts, where several surveillance objectives have been met using a variety of primers (Table 3). For example, COI metabarcoding primers, designed to generically target metazoans (Leray et al. 2013) and/or marine invertebrates (Geller et al. 2013), have been used to specifically detect ZM (Ardura et al. 2017) or QM eDNA (Blackman et al. 2020a) and to detect QM-ZM eDNA in community-wide surveys (Mychek-Londer et al. 2020). Metabarcoding primers targeting 18S and designed to detect crustaceans, molluscs and tunicates (Zhan et al. 2013), have also been used alongside HTS to detect AIS at freshwater ports, revealing the presence of QM (Brown et al. 2016). Blackman et al. (2020a) report two important HTS findings from known-infested waters: 1) an increase in distance between sampling (i.e. the point of eDNA collection) and the source population negatively influenced QM eDNA concentrations and 2) HTS underperformed in comparison to simultaneously employed species-specific cPCR and qPCR (Table 3), where QM detection was 86% and 100% successful, respectively. The latter finding was especially true in low density populations. The observation that HTS was less sensitive than species-specific qPCR is consistent with other studies (Lacoursière‐Roussel et al. 2016b; Harper et al. 2018; Bylemans et al. 2019). Nevertheless, the relatively low performance of HTS in Blackman et al. (2020a) may be due to the use of a universal primer that presumably targets most animal groups (metazoans), but was not specifically designed for molluscs and, as a result, may preferentially amplify DNA from other, more abundant species and/or other species whose DNA exhibits better matches to the primer sequence. Thus, in the following paragraphs, we detail the development and use of more-specific HTS metabarcodes (e.g. mollusc-specific, bivalve-specific, QM-ZM-specific), which may provide better QM-ZM eDNA results.

Klymus et al. (2017) developed metabarcoding primers for specific use in AIS HTS efforts targeting molluscs (i.e. bivalves – or mussels and clams – and snails). To begin, the authors investigated the discriminatory power of three DNA regions (mitochondrial COI and 16S and nuclear 28S) to detect and discriminate 19 invasive/potentially-invasive snail and bivalve species of concern within the Great Lakes Region. The most suitable region was 16S. Of the two primer sets subsequently developed, MOL16S (Table 3) was intended for use in molluscs, including QM-ZM. Performance of MOL16S was first evaluated using an experimental “mock community” eDNA sample, in which a solution was created containing a mixture of targeted DNA templates at known concentrations. The authors assessed the interaction of PCR amplification bias and amplicon/sequence read abundance. Amplification bias is described as the tendency of a primer to preferentially amplify (“detect”) the DNA of certain species over others. The bias, which can impact HTS results, is largely due to nucleotide mismatch between the DNA sequence of the primers and the complimentary DNA regions of different targeted species (Piñol et al. 2014). The authors found that the number of observed sequence reads for a species correlated well with initial DNA concentrations. Thus, in eDNA surveys, HTS data may be useful for semi-quantitative purposes, providing rough estimations of the relative abundance/biomass of a target species. When the authors later deployed their technique in Great Lakes waters, MOL16S proved to be less specific than anticipated and, additionally, amplified DNA from non-targeted groups including oligochaete worms, rotifers and bryozoans. However, because sequences from different species can be parsed within HTS, the presence of QM-ZM could still be discerned, with the HTS eDNA effort still outperforming visual surveys. Snyder et al. (2020) later used HTS and MOL16S to successfully monitor for QM-ZM in holding-tank waters in bait shops in the Great Lakes Region.

Prié et al. (2020) also developed bivalve-specific HTS metabaroding primers, targeting 16S in the orders Unionida (Unio01) and Venerida (Vene01). Primer Vene01 (Table 3) was designed such that members of the Dreissenidae family, including QM-ZM, would also be amplified and detected. Field samples from predominantly French lotic systems proved that Vene01 could successfully detect QM eDNA. The HTS primer provided evidence supporting a wider distribution and expanded invasion, for QM in that region.

Even greater metabarcoding specificity was achieved in Marshall and Stepien (2019). Here, the authors developed two HTS COI primer sets (COIA and COIB), which were designed to detect QM-ZM, as well as four other Dreissena species. The primers were additionally useful in discriminating amongst haplotypes within those species. Experimental tests, based on mock community samples, showed that COIA (Table 3) outperformed COIB. Consequently, the authors solely present HTS results from aquaria trials and field sampling using COIA. Ultimately, the authors were able to successfully assess QM-ZM species composition, relative abundance and population genetic diversity using eDNA samples and their newly-developed HTS method. Not only were HTS read counts for the two species well-correlated with known QM-ZM biomass, the approach also produced QM and ZM haplotype reads proportional to the haplotypic representation found in local populations of the two species. The aquaria trials produced two interesting results concerning HTS-based biomass estimations. First, HTS read abundance best matched known biomass after an acclimatisation period of 7–14 days. Second and similar to field-based findings in Amberg et al. (2019), aquaria trial evidence from this study further indicated that QM-ZM biomass may be best estimated using water samples collected near the bottom rather than at the surface.

Loop-mediated isothermal amplification

Technologies like cPCR, qPCR, ddPCR and HTS all achieve DNA amplification via thermal cycling and, thus, require instruments capable of rapid, cyclical heating and cooling. This is a significant limitation for in situ eDNA surveys, especially eDNA surveys in remote, inaccessible locations where it may be difficult to transport and power thermal-cycling equipment. A more field-friendly option – capable of providing point-of-collection results (Stedtfeld et al. 2012) and, thus, minimising delays in AIS surveillance (Merkes 2020) – may be found in loop-mediated isothermal amplification (LAMP; Notomi et al. 2000). Here, amplification occurs at a single temperature using a unique polymerase and three sets of specially designed primers, termed forward and backward inner primers (FIP and BIP), loop primers (LF and LB) and outer primers (F3 and B3). The unique polymerase, used in LAMP, is highly tolerant of amplification inhibitors (Koloren et al. 2011). This attribute makes LAMP appealing for eDNA samples, where inhibitors are especially challenging and can lead to amplification failure in PCR-based techniques. Yet, studies have found LAMP assays to be roughly 10× less sensitive than qPCR (Bühlmann et al. 2013; Waliullah et al. 2019) and may be unable to detect the very low concentrations of DNA typically observed in eDNA samples. Increased sample volume may provide a trade-off here. For example, with LAMP, potentially larger (and dirtier) volumes of water can be processed (i.e. filtered and extracted), without losing sensitivity due to inhibition. This could potentially allow for an increase in the capture and concentration of available eDNA and, thus, improve LAMP-based detection probability.

Williams et al. (2017) is the only publication to have successfully demonstrated, via lab and field trials, a QM-ZM eDNA LAMP capability. The authors developed three novel assays (Table 3) and investigated whether filtration and subsequent DNA extraction impacted the sensitivity of their LAMP-based approach. These are important investigations because LAMP is often used to directly amplify “crude” samples with minimal (if any) pre-processing (e.g. Stedtfeld et al. 2014; Maranhao et al. 2020). However and as mentioned above, eDNA samples typically undergo filtration (and subsequent DNA extraction) before amplification. These steps serve to concentrate target DNA, but coincidentally concentrate inhibitors as well. Performance was evaluated across sites with known and variable levels of QM-ZM infestation (i.e. high- vs. low-density populations) and where eDNA samples were collected across multiple seasons (including spawning season). In high-density situations (i.e. in large populations or during the spawning season), the authors found that neither filtration nor extraction was required to successfully detect QM-ZM using LAMP. In fact, the authors demonstrated that direct and PCR-free amplification of QM-ZM eDNA could be achieved at the point of collection in less than 90 min using a handheld, battery-operated LAMP device (Gene-Z; Stedtfeld et al. 2012). However, the greatest detection sensitivity was achieved when eDNA samples underwent both filtration and DNA extraction before being amplified with LAMP. This was particularly true for low-density populations, where filtration likely helped to concentrate DNA. Inhibition did not appear to be problematic for LAMP-based QM-ZM detection in these situations. Despite these successes, the incorporation of filtration and DNA extraction steps may decrease the field-friendliness of LAMP by requiring transport of additional equipment and reagents.

Target type

The vast majority of eDNA sampling endeavours, especially those involving QM-ZM, have relied on assays targeting short fragments of mtDNA (but see, Lance and Carr 2012; Peñarrubia et al. 2016; Williams et al. 2017). Mitochondrial DNA has dominated the field for two main reasons. One reason is that vast amounts of online sequence data exist for mtDNA. These readily accessible data make it easier to design effective eDNA assays that meet criteria for inclusivity (detect all genetic variants of target locus in species) and specificity (detect target taxa only). A second reason mtDNA is so popular in molecular-based surveys is that multiple lines of evidence have led to generalisations that multi-copy, membrane-bound mtDNA exists in the environment at higher concentrations and for longer periods than single-copy nuclear DNA (nuDNA) and/or single-copy RNA (Thomsen and Willerslev 2015). Evidence also exists to suggest the same trends occur for short molecular fragments as compared to long molecular fragments (e.g. Jo et al. 2017). Ultimately this means that short mtDNA targets are appealing for use in eDNA endeavours because they are easier to detect. Yet, if lower concentration, longer fragments are subject to greater degradation and decay, perhaps these types of targets provide greater potential to selectively detect more contemporary signals, thus providing stronger indications that a living individual was recently present in the sampled system (Barnes and Turner 2016; Bista et al. 2017; Cristescu 2019). Growing evidence, however, reveals that, across these various types of molecular targets, patterns in deposition and degradation (which, in turn, influence abundance, persistence and detectability) are more complex than previous generalisations would suggest (e.g. Bylemans et al. 2018b; Harrison et al. 2019; Wood et al. 2020). Still, interest remains in how each of these unique molecular targets can be used, individually and in complement, to address various different surveillance objectives, including improved spatio-temporal inferences regarding distribution and time since deposition (hereafter, age). Very recent evidence provided by Marshall et al. (2021) suggests more accurate estimates of age can be achieved in molecular-based QM-ZM detection signals when surveys simultaneously employ both eDNA and eRNA.

In fact, Marshall et al. (2021) investigated a number of pertinent questions related to the use of various molecular targets in qPCR-based QM-ZM detection and revealed profound new insights. Here, experiments were conducted in which aquaria samples were analysed for a combination of six different QM-ZM molecular targets (Table 3). These targets represented both the nuclear and mitochondrial genomes, and allowed for comparisons of different fragment lengths (i.e. short vs. long), eDNA vs. eRNA and messenger RNA (mRNA) vs. ribosomal (rRNA). To assess patterns in abundance, degradation and detectability across time, aquaria sampling occurred at intervals covering 0 and 4–240 h after QM-ZM removal. All targets were analysed, separately, as eDNA and as eRNA. To obtain separate eRNA data, eRNA extraction methods were used, with an additional reverse transcription PCR step added to the typical eDNA workflow. Marshall et al. (2021) concluded that they were better able to estimate the age of environmental genetic material when they combined both eDNA and eRNA and investigated the ratio of degradation between the two. Other important observations include: 1) similar to eDNA, eRNA concentrations can be positively associated with QM-ZM abundance across nuclear and mitochondrial genomes, 2) decay constants were similar for short (75–169 bp) vs. long (251 and 341 bp) gene targets/fragments, 3) multi-copy rRNA genes (mitochondrial 16S rRNA and nuclear 18S rRNA) may improve detection in low density situations due to observed higher concentrations (and longer persistence after QM-ZM removal) and 4) mitosis-associated H2B mRNA provides a useful eRNA target for assessing the recent presence (< 24 hrs) of live QM-ZM.

These QM-ZM specific experimental findings are in contrast to those of Wood et al. (2020). They conducted similar aquaria-based decay rate experiments in another AIS (a marine polychaete worm) and found (using ddPCR) that eRNA only remained detectable in aquaria samples within 14 h of target-organism removal, while eDNA persisted for much longer (up to 94 h after organism removal). Importantly, however, Wood et al. (2020) attributed these differences to initial eDNA/eRNA concentrations (i.e. shed rates), as opposed to any difference in decay rates, which were not found to be significantly different. Still, in both Marshall et al. (2021) and Wood et al. (2020), eRNA was found to persist at unexpectedly long intervals. For QM-ZM eRNA targets, the decay rates (presented as model-derived, log-linear per hour constants) ranged from −0.0561 to −0.0735 (± 0.0025), equating to eRNA half-lives between 8.84 to 13.54 h (Marshall et al. 2021). It is possible that the experimental aquaria lacked natural bacterial communities and perhaps this helps explain the unexpectedly long intervals of observed eRNA persistence. Bacterial communities are known to contribute significantly to eDNA degradation (Nielsen et al. 2007; Lance et al. 2017, Zulkefli et al. 2019; Saito and Doi 2020) likely via enzymatic and metabolic activity (Finkel and Kolter 2001; Vorkapic et al. 2016; Al-Wahaibi et al. 2019). Thus, observed results may not reflect the rate of decay in natural systems where degradation may be expedited and/or more severe and/or where environmental conditions may further influence the fate of different molecular targets (e.g. see Harrison et al. 2019). Differences aside, evidence from Wood et al. (2020) suggests that tank biofilms may act as accumulators of “legacy” eDNA and eRNA (detectable up to 21 days post-organism-removal). This has important implications for QM-ZM monitoring efforts, especially those focused on assessing successful decontamination of ballast/bilge tanks. If legacy genetic material exists in biofilms of decontaminated tanks, this may lead to positive detections of QM-ZM across extended periods of time, even when QM-ZM are no longer present and/or viable.

Summary, including paths forward and critical remaining gaps

A robust suite of sensitive molecular-based methods has been used to successfully monitor invasive QM-ZM in North American waters and elsewhere. As such, more than 20 QM-ZM eDNA reports (in both peer-reviewed and grey literature) were reviewed herein, spanning a decade’s worth of research, development and implementation. Approaches for eDNA-based QM-ZM surveillance have evolved from simple cPCR to cutting edge ddPCR and HTS (Fig. 1). Although eDNA sampling has been the pioneering focus of most molecular-based QM-ZM monitoring endeavours, recent eRNA findings suggest that exciting new avenues are on the horizon, in which eDNA and eRNA can be used together to advance spatio-temporal inferences. Despite much progress (Table 1), a number of critical scientific and applied gaps require resolution. We close this review by discussing ways in which the QM-ZM field can move forward by utilising existing recommendations for optimised best practices, while also highlighting critical remaining gaps in need of attention.

Assay/Metabarcode choice

Detection success and accuracy of results, can depend heavily on assay and/or HTS primer choice (e.g. Wilcox et al. 2013; Elbrecht et al. 2019). Although a wide variety of assays and primers are available for use in molecular-based QM-ZM survey efforts (Table 3), variable levels of validation and efficiency have been reported for each. A consensus to utilise only the best (i.e. most specific and sensitive) of these assays would benefit QM-ZM management and surveillance programmes by making results not only more reliable, but also more directly comparable. Findings from Sepulveda et al. (2020a) can be used as a guide in this respect, assisting future surveyors in the right direction for probe-based qPCR assay selection. Assay selection could be further assisted by the evaluation criteria recently outlined in Thalinger et al. (2020). Here, assays designed by Gingera et al. (2017), De Ventura et al. (2017) and Williams et al. (2017) have already been objectively identified as reliable. According to the supplementary data in Thalinger et al. (2020), the assays reached levels 3 and 4 out of a 5-level rating scale, in which minimum criteria covering 14 basic lab and field validation steps had been “essentially” or “substantially” demonstrated. This rating ultimately means that these assays are ready for field application, but are not fully operational and, thus, may limit the interpretations of non-detection results (e.g. at level 3, it is impossible to tell if negatives are false-negatives) and/or may require additional steps to validate positive detections (e.g. sequencing amplicons from positive samples).

Based on Sepulveda et al. (2020a) and Thalinger et al. (2020), we recommend the use of DRE16S (Gingera et al. 2017; Table 3) as a first choice for qPCR-based QM-ZM eDNA surveillance. We note, however, that the use of multiple assays targeting different gene regions improves detection success and accuracy (Lance and Guan 2019; Sepulveda et al. 2020a, b). Surveyors employ additional (non-16S) assays from the list of reliable choices in Sepulveda et al. (2020a) and Thalinger et al. (2020).

To our knowledge, similar evaluation criteria do not exist for HTS metabarcodes (but see, for example, methods used in Bylemans et al. 2018a and Elbrecht et al. 2019). Comparative evaluations of available QM-ZM-relevant metabarcoding primers are still needed. As such, round-robin tests akin to those in Sepulveda et al. (2020a) should be used to identify the most reliable and effective metabarcoding primers for HTS-based QM-ZM eDNA endeavours.

Sampling effort

As with all AIS survey methods, molecular-based surveys are susceptible to imperfect detection. Field and lab replicates are known to improve eDNA detection probabilities (Ficetola et al. 2015; Furlan et al. 2016; Willoughby et al. 2016). Sepulveda et al. (2019) found this to be true in QM-ZM, where occupancy modelling indicated that substantial field sampling is required to obtain high probabilities of detection, but with variable effort required depending on timing (i.e. QM-ZM life-cycle dependent, seasonal sampling). Synthesis of reviewed materials suggests that detection success may be improved by sampling during (Sepulveda et al. 2019) and/or after (Peñarrubia et al. 2016; Gingera et al. 2017) the spawning season, near the bottom of deep waters (Amberg and Merkes 2016; Amberg et al. 2019; Marshall and Stepien 2019) and where eDNA/eRNA particles are likely to accumulate (Amberg and Merkes 2016; Amberg et al. 2019). Sites of accumulation may not coincide with optimal QM-ZM habitat and may, instead, reflect environmental patterns of transport and settlement (Amberg and Merkes 2016; Amberg et al. 2019; Shogren et al. 2019).

Field portable instruments (and PCR inhibition)

A primary goal in QM-ZM surveillance is early detection and rapid response. Yet, most eDNA surveys have relied on laboratory-based workflows, instrumentation and analyses, which contributes to delays in results. The adoption of field portable and/or rapid detection devices will likely improve the ability to implement on-site QM-ZM surveillance, thereby decreasing time-to-results, even in remote and/or widely dispersed locations. Several field-friendly instruments currently exist to potentially remedy these issues and thus improve immediacy, yet all appear to suffer some form of inadequacy, most often observed via low sensitivity (as influenced by PCR inhibition). For example, rapid detection may be possible with the handheld Franklin portable qPCR instrument (Biomeme, Philadelphia, PA). Here, eDNA results can be generated in < 1 h. Yet, high false negative detection rates have been observed (Sepulveda et al. 2018), with additional evidence to suggest that optimisation may be required for samples in which PCR inhibitors are present (Sepulveda et al. 2018; Thomas et al. 2019). PCR inhibition is expected to be less problematic in ddPCR (e.g. Hoshino and Inagaki 2012) and in LAMP (e.g. Koloren et al. 2011). Yet, Devlin and Youngbull (2019) hypothesised that, when using a field-portable ddPCR instrument (DNA Tracker), “entrained organic matter” may have led to a false positive QM-ZM detection (via chimerisation) in non-infested waters. When Williams et al. (2017) investigated the use of a hand-held, battery operated LAMP device (Gene-Z; Stedtfeld et al. 2014), PCR inhibition did not appear to be a specific issue for QM-ZM surveillance. In fact, LAMP has been proven useful for rapid, onsite surveillance of other AIS in high-risk pathways, even with novice users (Merkes 2020). Yet, as demonstrated elsewhere (Bühlmann et al. 2013; Waliullah et al. 2019), Williams et al. (2017) observed poor performance of LAMP in settings where eDNA concentrations were low, indicating a trade-off between inhibitor tolerance and lowered sensitivity. These studies cumulatively indicate that methods to combat PCR inhibition are needed to better meet management priorities for accurate and reliable early detection.

Quantification accuracy

Several lab- and field-based studies report an observed correlation between known QM-ZM abundance and qPCR-based (Peñarrubia et al. 2016; De Ventura et al. 2017) or HTS-based (Klymus et al. 2017; Marshall and Stepien 2019) measurements (i.e. concentrations) of eDNA and/or eRNA (Marshall et al. 2021). Yet, the ability to precisely quantify QM-ZM eDNA and/or accurately interpret eDNA concentrations for abundance purposes has been called into question by at least two publications, including one in which controlled samples had been experimentally spiked with synthetic DNA at known concentrations (Sepulveda et al. 2020a) and another in which environmental factors were observed to complicate patterns in correlation between eDNA concentration and QM-ZM density (Shogren et al. 2019). Even amongst those QM-ZM studies that found correlation, two provided critical caveats regarding the precision and reliability of these estimates, citing potential complications arising from spawning activity and potential veliger presence (Peñarrubia et al. 2016; De Ventura et al. 2017). Moreover, such imprecision in eDNA-based quantification is not unique to QM-ZM. Similar findings have been observed across various systems and numerous taxa, with multiple explanations provided to account for observed variance in correlation and discrepancies in quantification accuracy. Explanations are typically complex and synergistic, but often include factors, such as PCR inhibition (e.g. McKee et al. 2015; Sigsgaard et al. 2015), choice and biases in different sampling and/or processing methodologies (e.g. Lacoursière-Roussel et al. 2016a; Hinlo et al. 2017), variability in eDNA deposition and degradation (e.g. Jo et al. 2020) and environmental and/or ecological effects (e.g. Barnes et al. 2014; Strickler et al. 2015). A recent meta-analysis revealed that correlations between quantification measures (i.e. eDNA concentrations and known abundance) were substantially and significantly stronger in experimental lab and/or artificial pond environments than in natural systems (Yates et al. 2019). Together these observations suggest that eDNA-based abundance estimates are prone to error and require additional investigation followed by subsequent optimisation. Until improvements are made, eDNA data can currently only provide – with some reliability – rough, semi-quantitative assessments of QM-ZM abundance (e.g. on a scale from very rare to extremely common).

Although no easy and straightforward solutions exist to immediately resolve these challenges in quantification, we see two paths forward. First, investigators should compare the performance of qPCR-based estimates to ddPCR-based estimates (as in, for example, Nathan et al. 2014; Doi et al. 2015) using high-performing QM-ZM assays (e.g. see results in Sepulveda et al. 2020a; Thalinger et al. 2020). When compared to qPCR, ddPCR should provide more precise, more consistent and more reproducible quantification of eDNA (even in the presence of inhibitors) as it utilises direct, absolute measurements not reliant on potentially fallible standard curves (although, note: similar to sampling replication, technical replication improves qPCR quantification; Mauvisseau et al. 2019). Yet, while ddPCR may present a technical solution for improved quantification accuracy, it still cannot remedy the inconsistencies and/or variability observed in the actual relationship between eDNA concentration and QM-ZM abundance, which often results from ecological and environmental factors. Thus, it will be necessary to not only utilise more precise instrumentation (and/or technical approaches), but also continue to investigate QM-ZM eDNA dynamics, especially dynamics in natural settings. This combination of refinements could lead to increased quantification precision and interpretation, possibly resulting in the ability to better assess eDNA survey data, both in terms of QM-ZM infestation levels and in terms of management successes (e.g. eradication efforts, where successful removal should equate to decreases in eDNA concentration). For such advancements to be effective, surveyors must take into consideration the fate of eDNA, including rates of shed, decay and degradation.

Degradation in natural settings

Degradation findings from laboratory-based aquaria experiments suggest that, amongst the markers studied to date, H2B mRNA provides the best eRNA marker for finer spatiotemporal QM-ZM assessments, narrowing the window of detection to < 24 h (Marshall et al. 2021). The same experiment provided evidence that the eDNA:eRNA ratio is a helpful predictor of time since deposition, demonstrating the advantage of using both eDNA and eRNA simultaneously (Marshall et al. 2021). Quantification accuracies aside (see discussion above), future studies should evaluate these findings in outdoor mesocosm settings, as even Marshall et al. (2021) suggests lab-based experiments may oversimplify the fate of eDNA and eRNA in more natural environmental conditions. De Ventura et al. (2017) called for these types of experiments and findings from Shogren et al. (2019) indicate that environmental conditions influence the fate (i.e. dispersion, retention and degradation) of molecular targets. We echo the recommendations of two recent publications (one review, Harrison et al. 2019 and one meta-analysis, Yates et al. 2019) and suggest that QM-ZM degradation experiments must be conducted in more natural environments before knowledge can be applied to real-world, field surveys. We also suggest that veliger presence must be controlled in these outdoor experiments; DNA within whole, microscopic organisms does not behave (i.e. degrade) the same as eDNA shed from adult mussels and may confound decay rate observations. A better understanding of the ecology of eDNA (including physical attributes and abiotic/ biotic interactions and fate; Barnes and Turner 2016) in real field settings and for improved quantification will benefit QM-ZM surveillance efforts tremendously by helping to reduce error and uncertainty in the interpretation of eDNA and/or eRNA data.

Translating eDNA survey results into AIS management action

Dreissenids pose severe risks to invaded waters and exhibit an exceptional ability to colonise new locations. Thus, proactive eDNA surveillance has been recommended to combat the spread of QM-ZM, in the hope that early detection and rapid response will prohibit colonisation (United States Department of Interior 2017). For this to be effective, AIS managers must be able to trust the outcomes of eDNA surveys and must be able to translate eDNA results into actionable responses. This represents an area of contention. Despite the efforts of eDNA experts to improve confidence in eDNA results via developments in QA-QC measures (Goldberg et al. 2016) and careful design of eDNA assays (Klymus et al. 2020a), managers may still be reluctant to adopt eDNA approaches for surveillance and management purposes. Much of the reluctance can be attributed to perceived uncertainty in eDNA detection capabilities and, specifically, a fear of “false-positive” detections unsupported by visual survey methods (Jerde et al. 2021).

Darling et al. (2021) suggests this perceived uncertainty is due to unrealistic expectations, a disregard for the low-sensitivity often exhibited by conventional survey methods (which potentially makes them inadequate for confirming the results of extremely sensitive eDNA approaches) and poorly defined eDNA terminology. In fact, Sepulveda et al. (2020c) demonstrates that eDNA methods are mature and scientifically-defensible, with well-established protocols for preventing, detecting and quantifying detection errors (e.g. false positives, contamination). While clearly susceptible to imperfect detection (as is the case with all AIS surveillance methods), Sepulveda et al. (2020c) suggests the problem with eDNA is not the validity of the method. Instead, what prevents adoption of eDNA into AIS policy and decision-making processes is a lack of pre-defined frameworks for integration, which incorporates risks and uncertainties. Together, Darling et al. (2021) and Sepulveda et al. (2020c) suggest that greater collaboration is needed between eDNA practitioners and resource managers. There is a need to involve eDNA surveillance end-users (e.g. natural resource managers, AIS decision-makers, other stakeholders) in eDNA study design, in which these end-users provide input to jointly formulate a decision-support framework. According to the guidance of Sepulveda et al. (2020c) and Darling et al. (2021), these frameworks should outline – in advance of eDNA sampling – criteria for discerning positive eDNA samples and subsequent action, expectations for critical QA-QC, jointly defined terminology (especially, false positives) and communication plans. These criteria should take into consideration the limitations inherent with eDNA surveillance (and conventional methods), as well as levels of confidence and/or risk acceptable by both parties. For an example of how to achieve this, see Sepulveda et al. (2020c).

Practitioners can also increase confidence by following minimum reporting guidelines. This means reporting the occurrence and subsequent handling of contamination issues (Sepulveda et al. 2020b). It also means reporting observed limits of detection and quantification (Bustin et al. 2009; Goldberg et al. 2016; Klymus et al. 2020a, b). These data allow for critical evaluations of the quality and integrity of eDNA methods, results and interpretations. Managers, interested in eDNA monitoring, should employ qualified, knowledgeable eDNA labs. Evidence suggests eDNA results are impacted by lab expertise and are most reliable (repeatable and reproducible) when practitioners are familiar with appropriate eDNA methodology and utilise high-performing assays (Hosler et al. 2017; Sepulveda et al. 2020a). Jerde (2021) outlines six essential criteria for evaluating AIS eDNA surveillance outcomes, which managers may find useful for assessing the strength of eDNA detections and for taking management action.


Adherence to the optimised guidance outlined above will serve to improve and standardise molecular-based QM-ZM surveillance efforts across studies. Yet, until specific challenges are overcome, inferences beyond simple presence/absence will remain limited. As such, efforts to address critical remaining gaps are essential for advancements in the interpretation of molecular-based survey data. With continued investigation and experimentation, we may be able to further refine the levels and kinds of inference possible and, hopefully, through enhanced knowledge and improved sensitivity and reliability, provide increasingly useful information to better meet management objectives. Given the negative impacts resulting from QM-ZM invasions and the relative ease with which the species can be spread, it is likely that both species will continue to be at the forefront of developments in this field.


We express appreciation to J. Crossland, X. Guan, D. Lindsay, Y. Passamaneck, W. T. Slack, H. Theel, D. Walter and N. Winstead for helpful reviews of the manuscript and associated glossary. We also thank C. Merkes for contributing to an early version of the loop-mediated isothermal amplification sub-section. A debt of gratitude is owed to two anonymous reviewers whose comments substantially improved the final product. Permission was granted by the Chief of Engineers to publish this information. The views expressed are those of the authors and do not necessarily represent those of the U.S. Army Corps of Engineers. The use of trade, product or firm names in this paper is for descriptive purposes only and does not imply endorsement by the U.S. Government.

Funding for this study was provided by the U.S. Army Corps of Engineers Aquatic Plant Control Program.


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