MONITORING and ASSESSMENT:

1. MONITORING and ASSESSMENT: Fish 7380. Dr. e. irwin (many slides provided by Dr. Jim Nichols)

2. Rivers are inherently difficult to assess • Diverse fauna (hard to enumerate) • Populations change through time • Abundance estimates (measures?) • Habitat specialists (or not) • Unidirectional flow • Pseudoreplication • Upstream affects downstream • Standardization • Efficiency • Detectability

3. Why Monitor? • Science • Understand ecological systems • Learn stuff • Management/Conservation • Apply decision-theoretic approaches • Make smart decisions

4. Key Component of Science: Confront Predictions with Data • Deduce predictions from hypotheses • Observe system dynamics via monitoring • Confrontation: Predictions vs. Observations • Ask whether observations correspond to predictions (single-hypothesis) • Use correspondence between observations and predictions to help discriminate among hypotheses (multiple-hypothesis)

5. Use of Monitoring in Science • Strength of inference: • Manipulative experiment > Impact study > Observational study • Strength of inference for observational studies: • Prospective (a priori hypotheses) > Retrospective (a posteriori stories) • Claim: monitoring is most useful to science when coupled with manipulations of system

6. “Monitoring of populations is politically attractive but ecologically banal unless it is coupled with experimental work to understand the mechanisms behind system changes.” (Krebs 1991)

7. Management/ConservationKey Elements • Objective(s): what do you want to achieve • Management alternatives: stuff you can do • Model(s) of system response to management actions (for prediction) • Measures of model credibility • Monitoring program to estimate system state and other relevant variables

8. Role of Monitoring in Management • Determine system state for state-dependent decisions • Determine system state to assess degree to which management objectives are achieved • Determine system state for comparison with model-based predictions to learn about system dynamics (i.e., do science)

9. How to Monitor?Basic Sampling Issues • Detectability • Counts represent some unknown fraction of animals in sampled area • Proper inference requires information on detection probability • Geographic variation • Frequently counts/observations cannot be conducted over entire area of interest • Proper inference requires a spatial sampling design that permits inference about entire area, based on a sample

10. Detectability: Monitoring Based on Some Sort of Count • Ungulates seen while walking a line transect • Tigers detected with camera-traps • Birds heard at point count • Small mammals captured on trapping grid • Bobwhite quail harvested during hunting season • Kangaroos observed while flying aerial transect

11. Detectability: Conceptual Basis • N = abundance • C = count statistic • p = detection probability; P(member of N appears in C)

12. Detectability: Inference • Inferences about N require inferences about p

13. Indices Assume Equal Detectability • Ni = abundance for time/place i • pi = detection probability for i • Ci = count statistic for i

14. How Do We Generate System Dynamics? Study Designs • Use design that imposes, or takes advantage of, a manipulation of some sort • Manipulative experimentation (randomization, replication, controls) • Impact study (lacks randomization and perhaps replication, but includes time-space controls) • No manipulation - observational study • Prospective (confrontation with predictions from a priori hypotheses) • Retrospective (a posteriori story-telling)

15. Spatial Sampling Designs • Simple random sampling • Stratified random sampling • Systematic sampling • Cluster sampling • Double sampling • Adaptive sampling • Dual-frame sampling

16. Measurement Error • Recognize • Account for it • Scale of study • Match to critter • Detectability • Efficiency • P of capture

17. Patchy organisms (and/or habitat)

18. Nested designs • Quantify spatial patchiness • Identify scale

19. Spatial and Temporal Variation

20. BACI design • Before-After/Control-Impact

21. Disturbances • Biological response to disturbances • Anthropomorphic • Pulse • Press • Catastrophes • Time scale of recovery

22. Rapid Techniques Categorical and regression trees Other Multimetric techniques

23. How much to sample • Logistics • Time • $$$$

24. What State Variable to Monitor:3 Levels of Inference • Community – multiple species • State variable: Species richness • Vital rates: rates of extinction and colonization • Patch – single species • State variable: Proportion patches occupied • Vital rates: P(patch extinction/colonization) • Population – single species • State variable: abundance • Vital rates: P(survival, reproduction, movement)

25. What State Variable to Monitor?Choice Depends On: • Monitoring objectives • Science: what hypotheses are to be addressed? • Management/conservation: what are the objectives? • Geographic and temporal scale • Effort available for monitoring • Required effort: species richness, patch occupancy < abundance

26. Indices: Dealing with Variation in Detectability • Standardization (variation sources that we can identify and control) • Covariates (variation sources that we can identify and measure) • Prayer (variation sources that we cannot identify, control or measure) • CONCLUSION: ESTIMATE DETECTABILITY!

27. Patch Occupancy Estimation and Modeling: Applications • Amphibian monitoring • Wetlands: anurans, aquatic salamanders • Terrestrial plots: salamanders • Spotted owl monitoring and patch-dynamic modeling • Waterbird colony dynamics • Tiger distribution surveys • Landbird monitoring • Fish monitoring

28. Animal Abundance: Estimation and Modeling • Traditional monitoring foci: • Variation over time: trend • Variation over space or species: relative abundance • Many estimation methods (e.g., Seber 1982, Williams et al. 2002) • Each estimation method is simply a way to estimate detection probability for the specific count statistic of interest • Final step is always:

29. Observation-based Count Statistics: Detectability • Distance sampling • Double sampling • Marked subsets • Multiple observers (dependent, independent) • Sighting probability modeling • Temporal removal modeling

30. Capture-based Count Statistics: Detectability • Closed-population capture-recapture models • Open-population capture-recapture models • Removal models (constant and variable effort) • Trapping webs with distance sampling • Change-in-ratio models

31. Rate Parameters Relevant to Changes in Abundance • Population growth rate • Survival rate, harvest rate • Reproductive rate (young per breeding adult) • Breeding probability • Movement rate • Process variance • Slope parameters for functional relationships

32. Recommendations: Why Monitor? • Monitoring is most useful when integrated into efforts to do science or management • Role of monitoring in science • Comparison of data with model predictions is used to discriminate among competing models • Role of monitoring in management - determine system state for: • State-specific decisions • Assessing success of management relative to objectives • Discrimination among competing models

33. Recommendations:What to Monitor? • Decision should be based on objectives • Decision should consider required scale and effort • Reasonable state variables • Species richness • Patch occupancy • Abundance

34. Recommendations:How to Monitor? • Detectability • Counts represent some unknown fraction of animals in sampled area • Proper inference requires information on detection probability • Geographic variation • Frequently counts/observations cannot be conducted over entire area of interest • Proper inference requires a spatial sampling design that permits inference about entire area, based on a sample

35. Adaptive Management Seeks to optimize management decisions in the face of uncertainty, using learning at one stage to influence decisions at subsequent stages, while considering the anticipated learning in the optimization.

36. Final considerations • Other disciplines are kicking our butts • Standardization can be harmful at times • Remember scale… • New (?) techniques for analysis are emerging • Bayesian methods • Heirarchical method (account for spatial dependancy)