Abstract. Practicing ecologists who excel at their work (''experts'') hold a wealth of knowledge. This knowledge offers a wide range of opportunities for application in ecological research and natural resource decision-making. While experts are often consulted ad-hoc, their contributions are not widely acknowledged. These informal applications of expert knowledge lead to concerns about a lack of transparency and repeatability, causing distrust of this knowledge source in the scientific community. Here, we address these concerns with an exploration of the diversity of expert knowledge and of rigorous methods in its use. The effective use of expert knowledge hinges on an awareness of the spectrum of experts and their expertise, which varies by breadth of perspective and critical assessment. Also, experts express their knowledge in different forms depending on the degree of contextualization with other information. Careful matching of experts to application is therefore essential and has to go beyond a simple fitting of the expert to the knowledge domain. The standards for the collection and use of expert knowledge should be as rigorous as for empirical data. This involves knowing when it is appropriate to use expert knowledge and how to identify and select suitable experts. Further, it requires a careful plan for the collection, analysis and validation of the knowledge. The knowledge held by expert practitioners is too valuable to be ignored. But only when thorough methods are applied, can the application of expert knowledge be as valid as the use of empirical data. The responsibility for the effective and rigorous use of expert knowledge lies with the researchers.

Surrogate species approaches, including flagship, focal, keystone, indicator, and umbrella, are considered an effective means of conservation planning. For conservation biologists to apply surrogates with confidence, they must have some idea of the effectiveness of surrogates for the circumstances in which they will be applied. We reviewed tests of the effectiveness of surrogate species planning to see if research supports the development of generalized rules for (1) determining when and where surrogate species are an effective conservation tool and (2) how surrogate species should be selected such that the resulting conservation plan will effectively protect biodiversity or achieve other conservation goals. The context and methods of published studies were so diverse that we could not draw general conclusions about the spatial or temporal scales, or ecosystems or taxonomic groups for which surrogate species approaches will succeed. The science of surrogate species can progress by (1) establishing methods to compare diverse measures of effectiveness; (2) taking advantage of data-rich regions to examine the potential effectiveness of surrogate approaches; (3) incorporating spatial scale as an explanatory variable; (4) evaluating surrogate species approaches at broader temporal scales; (5) seeking patterns that will lead to hypothesis driven research; and (6) monitoring surrogate species and their target species.

Explicit articulation of values and objectives is critical

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