5. Section Overview—On the Need for Demographic Approaches to Answer Questions About Conservation and Management of Migratory Landbirds Robert J. Cooper Nadav Nur In the preceding section, emphasis was placed on monitoring birds over large areas, and the monitoring method emphasized was the point count. Indeed, point counts are useful when a large area must be surveyed, or if all that is required is a simple list of the species present. However, it is becoming increasingly clear that for many objectives pertinent to research and management, we must know something about the demographic parameters of bird populations. By demographic parameters we mean vital rates such as productivity and survival, and estimates of population increase or decrease obtained from vital rates (Noon and Sauer 1992). Point counts do not provide these data. Moreover, presence/absence, or abundance, can be a misleading indicator of habitat quality (Van Horne 1983). For example, forest fragments occupied by a species may not be suitable breeding habitat if the individuals detected are mostly unmated males (Gibbs and Faaborg 1990), or if pairs present consistently produce no young (i.e., a sink; Pulliam 1988). Any attempt to relate population viability to landscape characteristics or to alternative management practices is also meaningless without some estimate of the vital rates of the populations in question. That sentiment is echoed by many of the papers in this section. Those readers unfamiliar with demographic field work might initially believe such studies to be beyond their means in terms of both money and expertise. However: (1) demographic information can often be obtained without nest finding and monitoring, which are especially labor-intensive; (2) standardized protocols have been worked out and now exist for several approaches to demographic monitoring; and (3) with all the demographic studies recently initiated, more and more people are gaining the required skills in nest finding and mist-netting. The British Trust for Ornithology has demonstrated, for Britain, that demographic monitoring is feasible and yields valuable insights (Baillie 1990; Peach and others 1991). There are several general approaches used in demographic studies. Three such methods—intensive nest monitoring and netting, nest monitoring alone, and constant-effort In: Bonney, Rick; Pashley, David N.; Cooper, Robert J.; Niles, Larry, eds. 2000. Strategies for bird conservation: The Partners in Flight planning process; Proceedings of the 3rd Partners in Flight Workshop; 1995 October 1-5; Cape May, NJ. Proceedings RMRS-P-16. Ogden, UT: U.S. Department of Agriculture, Forest Service, Rocky Mountain Research Station. Robert J. Cooper, Warnell School of Forest Resources, University of Georgia, Athens, GA 30602. Nadav Nur, Point Reyes Bird Observatory, 4990 Shoreline Highway, Stinson Beach, CA 94970. USDA Forest Service Proceedings RMRS-P-16. 2000 mist-netting—are represented in this section. A fourth method, using behavioral cues as an index to reproductive success, is not covered here but is useful when working with species whose nests are extremely difficult to find (Vickery and others 1992). Approaches ____________________ Intensive Nest Monitoring and Netting In the intensive approach, investigators work on plots or study areas of various sizes, attempting to find and monitor as many nests as possible in the area. In addition, because it is recognized that many species are capable of producing >1 brood in a season, adult birds are captured using mist nets and then uniquely marked with a set of color bands. Thus, multiple broods can be assigned to the correct female. Color banding adults also allows annual survival to be estimated by resighting or recapturing banded birds that have survived each year (Marshall and others, this proceedings). Examples of this approach represent some of the best population ecology work published to date on Neotropical migrant species. They include Nolan (1978), Holmes and others (1992), Sherry and Holmes (1992), Roth and Johnson (1993), and others. Most studies are long term (>5 yrs). Intensive studies, discussed in this section by Sherry and Holmes, are ideal in many ways because productivity is measured directly instead of indirectly using mist-netting or reproductive success. Drawbacks are cost and the need to focus on a relatively small area (<50 ha). Studies that compare, say, several different treatments with replicates of each treatment become extremely expensive and logistically challenging, usually requiring collaboration among several partners (Cooper and others, this proceedings). Nest Monitoring Alone Clearly, an important component of annual productivity is nesting success, defined as the likelihood of a nest producing >1 conspecific young. Many studies have therefore examined just this component of reproductive success. This approach is best exemplified by the Breeding Bird Inventory and Research Database (BBIRD) effort. Discussed in this section by Conway and Martin and by Hejl and Holmes, BBIRD is a database that includes data on thousands of nests from numerous locations nationwide. Most of the data are collected according to a standardized protocol (Martin 163 and others 1997) on one or more plots between 20 and 50 ha in size. Data collected by most contributors include nesting success, habitat measurements taken at and around the nest as well as at random sites within study plots, and point counts taken at those same random points. Many but not all contributors employ BBIRD protocols to study questions relative to habitat fragmentation or management practices, among others (e.g., Cooper and others, this proceedings). For someone initiating a project that includes estimation of productivity, utilizing BBIRD protocols has several advantages. First, although methods will have to be fine-tuned for each specific project, a standardized set of variables has already been established. These include standardized methods for point counts and habitat measurement, which also yield valuable information. Many aspects of logistics (e.g., number and size of plots, crew size and makeup) have also been worked out. Therefore, the investigator does not have to start from scratch. Also, much of the BBIRD program revolves around nest monitoring and measurement. Thus, it follows the spirit of intensive studies in that productivity of individual nests is assessed directly. A drawback is that BBIRD protocols do not include mist-netting and banding birds, so that while nesting success and productivity of individual nests are assessed, seasonal productivity is not. One potential drawback to nest monitoring studies is that investigators may expend effort to find and monitor as many nests of as many species as possible, usually on several plots. This can present a problem in that most species will be represented by only a few nests which, while they contribute to the overall database, are too few to make any sort of population inference in that particular study. Effort expended on those species may detract from effort perhaps better spent on well-represented species (Hejl and Holmes, this proceedings). As a result, sample sizes (i.e., number of nests per species) within plots are often not adequate to estimate parameters of interest such as nesting success (Hensler and Nichols 1981; Nur and others 1999). This problem sometimes can be overcome by focusing effort on the nests of a few focal bird species and ignoring the rest (Hejl and Holmes, this proceedings). Last, conclusions based on nesting success alone can be misleading because it is only one component of annual productivity. However, if additional information, such as the length of the breeding period and the time between nesting attempts (successful and unsuccessful), is known, then models such as those developed by Pease and Gryzbowski (1995) can estimate annual productivity. These models also take into account the fact that brood parasitism precludes renesting as long as the nest is active, which in some instances can significantly modify estimates of annual productivity. Constant-Effort Mist-Netting Constant-effort mist-netting takes an approach that is different from the above two. It entails capturing birds in mist nets using standardized procedures and drawing inferences about productivity and survival from the numbers and ages of birds captured both among and within years. In the U.S.A., it is best exemplified by the Monitoring Avian Productivity and Survivorship (MAPS) program, discussed in this section by DeSante, Rosenberg and DeSante, and Nur 164 and others. Nests are generally not monitored (although doing so as a check on productivity estimates is encouraged). Rather, assessment of productivity is based on captures of hatch-year (HY) birds in mist nets. Typical protocols call for >10 12-m nets to be operated throughout the breeding season, once every 10 days, but in some cases mist nets are run more often (Nur and Geupel 1993a). The method assumes that the intraspecific ratio of HY birds to adult birds is an index to the productivity for that species in that area (Nur and Geupel 1993a). It therefore bypasses outcomes of individual nests and instead assesses seasonal output only. The method has several advantages. First, it provides assessment of production of young of the year, integrated over a potentially large area (the catchment area of the nets). Second, the productivity index incorporates mortality of newly fledged young (generally, only independent young are caught in nets, two or more weeks after fledging; Nur and Geupel 1993a). And, third, annual survival of adults can be assessed on the basis of capture-recapture analysis (example in Nur and others in this section). There are other advantages. First, a smaller crew is needed. In some locations, a single experienced bander can operate all the nets. Also, the system lends itself to training new banders by giving them experience in removing birds from nets and banding them while the supervisor is nearby. More than a few ornithologists decided on their career while under the careful tutelage of an experienced and patient bander. Also, the system lends itself to public demonstrations of field work with migratory birds, meeting outreach and education needs along with monitoring and research. Last, protocols call for point counts and additional habitat measurements, although these are not as extensive as BBIRD habitat measurements. The chief disadvantage of constant-effort mist-netting involves problems with small numbers of captures in some habitat types. In particular, HY birds are often captured in bunches or else are not captured at all. While results are promising from scrub-shrub habitats, in which mist nets cover most of the vertical extent of the vegetation (see Nur and others in this section), similarly detailed data are lacking from forest habitats. Given the clumped nature of captures, this is not surprising. This effect can be ameliorated by analyzing data from captures over a larger scale. In fact, the MAPS program is really not designed to provide productivity estimates on a small scale (e.g., a 20-ha plot; DeSante, this proceedings), but rather on a regional scale. Discussion _____________________ When deciding on a demographic approach, the most important consideration is the objective of the project (Ralph and others 1993; Johnson, this proceedings). A research project will have a different set of objectives than a monitoring or outreach project. Cost is nearly always a consideration, too. Each of the approaches summarized above has advantages and shortcomings; these are discussed in greater detail in some of the papers in this section. It is always a good idea to discuss potential methods with those investigators currently using them and perhaps visit a site where the methods are being used. USDA Forest Service Proceedings RMRS-P-16. 2000 Whereas the intensive approach might be considered superior because it provides the most information, logistical constraints may override its usefulness. For those facing such practical considerations, it is perhaps useful to consider the two standardized methods, nest-monitoring and constant-effort mist-netting, to be components of the intensive approach. Nest monitoring and constant-effort mistnetting complement each other to some extent (Nur and Geupel 1993a). Thus, one might start out by using either BBIRD or MAPS protocols, depending on preference, and endeavor to integrate the other approach into the study at a later date. A cautionary note is also in order. There are problems associated with estimation of demographic parameters that potential investigators need to be aware of. Survival estimation is problematic because of the tendency of longdistance migrants to disperse far from the site where they were first captured. Although still alive, they are indistinguishable from dead birds if not resighted. This problem, discussed here by Marshall and others, is so severe for hatching-year birds dispersing from their natal site that first year survival is hardly ever estimated. Estimation of productivity also is problematic because it can vary greatly both within and among years (e.g., Wilson and Cooper USDA Forest Service Proceedings RMRS-P-16. 2000 1998). Reproductive success estimated from nests monitored during only a small part of the breeding season, or from only one year, can therefore be very misleading. Using standardized approaches is valuable for several reasons. Large data sets from nationwide sources promote collaboration. Indeed, some demographic questions are only answerable over large scales by the joint analysis of several data sets. For example, variation in population parameters across a species’ range, regional patterns of productivity or survival, or other regional comparisons are only possible with large data sets such as these. Robinson and others (1995b) provide an excellent example of what can be accomplished by combining data sets from several locations (Robinson and Morse discuss linking local and regional demographic studies in this section). In this case, the authors verified what had long been suspected, that reproductive success of forest interior bird species is inversely related to the degree of fragmentation in the surrounding landscape. However, this result was based on data from the midwestern U.S.A. only. It remains to be seen if the rest of us can work collaboratively to combine data for other regions of North America. Standardized databases such as these can facilitate this objective if the daunting organizational obstacles can be overcome. 165