Using BBIRD Methodology in a Logistically Constrained Study Sallie J. Hejl Jennifer A. Holmes Abstract—One of the goals of the Breeding Biology Research and Monitoring Database (BBIRD) program is to examine the effects of management and other anthropogenic disturbances on avian breeding productivity. The BBIRD program relies on a network of cooperators using standardized sampling protocols to find and monitor the nests of all species or a subset (focal group) of species in an area. In a study of fragmentation effects on forest birds, we initially used the community-level BBIRD approach, finding and monitoring nests of as many species as we could. From 1992-1994, we found twice as many nests in the second year (152 nests of 27 species) and third year (140 nests of 23 species) as in the first year (65 nests of 15 species), but in most cases, we found insufficient numbers per species to make good inferences. In general, we found more nests of common than of uncommon species, but we could not easily find nests of all of the common species. Cavity nests and enclosed nests generally were easier to find than open-cup nests, but nests of most species took large amounts of time to monitor. Each observer was able to monitor from 10 to 15 nests per day. In 1995, we realized that to get good information on nesting productivity in these habitats, we either had to hire more people to cover more plots, or to focus on fewer species. We decided to focus on two old-growth associates, with a primary emphasis on Winter Wrens (Troglodytes troglodytes) and a secondary emphasis on Brown Creepers (Certhia americana), resulting in our finding 51 wren and 13 creeper nests. We also colorbanded these species to obtain data on pairing success, probability of renesting, number of broods per season, and return rates. In addition, colorbanding helped us confirm that we had obtained most of the wren nests in each area and were able to minimize a potential bias in nest success studies: that of discovering only easyto-find nests. We obtained good information on Winter Wrens, and minimal information on Brown Creepers. Our study illustrates that breeding productivity studies are labor intensive and often encounter budgetary and other logistic constraints (e.g., low nest densities and difficult habitat in which to work). In addition, when trying to address landscape-level questions, such as the effects of fragmentation, locating accessible replicate plots of rare habitat can be difficult. Even for the most common species in cedar/hemlock oldgrowth forests, replicate plots are essential for obtaining sufficient sample sizes of nests to test hypotheses. We agree with current BBIRD recommendations that suggest eight 35-50 ha plots/treat- 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. Sallie J. Hejl, USDA Forest Service, Rocky Mountain Research Station, P.O. Box 8089, Missoula, MT 59807. Current address: Wildlife and Fisheries Sciences, Texas A&M University, 2258 TAMU, College Station, TX 77843-2258. Jennifer A. Holmes, USDA Forest Service, Rocky Mountain Research Station, P.O. Box 8089, Missoula, MT 59807. Current address: Glen Canyon National Recreation Area, P.O. Box 1507, Page, AZ 86040. 206 ment for areas with low nest density. We found that our habitat required one person/50-ha plot to find most nests of focal species and to monitor those nests. Thus, we would need 16 field assistants for an ideal expanded study comparing nesting success in fragmented and continuous forests, in which we would expect to find about 20 nests per treatment per year for each of five focal species. When limited by constraints such as ours, we suggest that researchers focus on one to five focal species. If focusing on a few species, then colorbanding individual birds to examine additional aspects of population dynamics also may be possible. Anthropogenic disturbances have significantly altered historical landscapes throughout North America since European settlement (Askins and others 1990; Hejl 1994). These changes have presumably affected the bird species associated with habitats and landscapes that were once previously governed by “natural” presettlement processes (Hejl 1992; Hejl, this proceedings). Birds can be sensitive indicators of environmental changes (Furness and Greenwood 1993) and many forest birds, in particular, have been affected by anthropogenic disturbances (Askins and others 1990; Freemark and others 1995; Hejl and others 1995). Anthropogenic disturbances continue to occur, and managers who are interested in producing commodities while maintaining healthy populations of birds want to know how specific management actions will affect birds. In the past, most studies on the effects of management actions compared bird distribution and abundances in disturbed and undisturbed areas (Hejl and others 1995; Hejl, this proceedings). From these comparative studies, researchers hoped to find indications of whether and how management actions affect certain bird species. In more detailed studies of bird habitats, based on correlations between bird presence or abundance and habitat features, researchers hoped to find key elements that species require. Both comparative and birdhabitat relationship studies use presence or abundance data as an indication of whether a species is affected by a management action or not. These response variables, however, do not necessarily reflect breeding productivity, and give no indication of whether sampled birds are members of healthy populations (Van Horne 1983) or are located in sink habitats, wherein productivity of a species is insufficient to maintain a viable population without the immigration of new individuals from healthy populations (Pulliam 1988). According to Martin (1992a), measures of breeding productivity are more appropriate metrics for examining the effects of management actions on bird populations. The Breeding Biology Research and Monitoring Database (BBIRD) program was initiated to encourage studies of breeding productivity using standardized sampling protocols that allow USDA Forest Service Proceedings RMRS-P-16. 2000 geographic and temporal comparisons (Martin and others 1997). One goal of this national monitoring program is to better evaluate the effects of forest management practices on population health for many avian species throughout their ranges. The BBIRD program includes a network of cooperators using standardized sampling protocols (Martin and others 1997). General BBIRD methodology includes: (1) using randomly located (when possible) replicate plots of the habitats or treatments of interest; (2) conducting point counts to obtain bird distribution information across the plots; (3) finding and monitoring nests of all species or focal species to obtain nesting success information; and (4) sampling vegetation throughout the plots, at survey points, at nest sites, and at nonuse sites. Although not part of the protocol, banding birds for the purpose of survival estimation also is encouraged. In general, BBIRD data document the distribution of birds and nesting success in relation to different habitats and vegetation features. Nesting success is one of the primary factors influencing population trends in birds. Other important demographic factors include immigration/emigration, pairing success, propensity to renest, number of young fledged per nest, number of broods per season, adult survival, and juvenile survival. BBIRD protocols do not include all of these parameters, although Martin (1992a) suggests estimating them to obtain a more complete picture of the demography of a species in an area or habitat. We were interested in the effects of fragmentation resulting from clearcutting on bird distribution and productivity in old-growth western redcedar (Thuja plicata)/western hemlock (Tsuga heterophylla) forests and began using BBIRD monitoring protocols in 1992. We had hoped to find at least 20 nests per treatment (in unlogged and logged forests) as recommended by Hensler and Nichols (1981) and Martin and Geupel (1993a) as a minimally adequate estimate of nesting success using Mayfield estimators (Mayfield 1975). In this paper, we describe our use of community-level BBIRD methodology (trying to find nests of all species) in cedar/ hemlock forests and the series of modifications we subsequently made in order to increase our sample sizes of nests, thus increasing our ability to accurately measure effects of the treatment we examined. Our goal is to aid present and future cooperators using BBIRD and related methods in designing and conducting research on breeding bird productivity. We also discuss how colorbanding individual birds complemented our use of BBIRD protocols and will increase our knowledge of the effects of forest fragmentation on specific demographic parameters. Methods _______________________ We had two primary study sites: (1) an area composed of recent clearcuts embedded in a matrix of old-growth forest (the Distillery Bay Timber Sale on the Priest Lake Ranger District, Idaho Panhandle National Forests) and (2) a continuous block of old-growth forest (Teepee Creek and Bottle Lake Research Natural Areas on the Priest Lake Ranger District, Idaho Panhandle National Forests). We had two plots in each of the two locations. Plot size changed from 25 ha in 1992 to 50 ha in 1993, because we realized we USDA Forest Service Proceedings RMRS-P-16. 2000 needed to search in as large an area as one person could adequately cover. We followed BBIRD protocols (Martin and others 1997) in these areas for three years (1992-1994): We conducted point counts, searched for nests, and monitored nesting success of all nests located in each area. We had four primary nest searchers each year. We searched for nests in May and June in 1992, May through early July in 1993, May through mid-July in 1994, and mid-April through mid-July in 1995. During 1992, each observer shared two plots with one other observer. After 1992, each person had one plot for which s/he was responsible. Three of the nest searchers conducted point counts one or two times per week, and they searched for nests the other days in 8- to 10-hr days in a five-day workweek. One to three others helped intermittently to search for nests each year. Budget constraints required that observers stop nest-finding in early to mid-July to complete vegetation sampling for nests and nonuse sites. A separate threeperson field crew measured the general vegetation throughout the study sites each summer. In 1994, we attempted to increase the number of nests found per species by focusing on searching for nests of five focal species: Red-naped Sapsucker (scientific names listed in table 1), Chestnut-backed Chickadee, Red-breasted Nuthatch, Brown Creeper, and Winter Wren. We chose these species because we predicted they might be vulnerable to fragmentation and we previously had been successful in finding their nests. We also continued to look for nests of other species but with less effort. In 1995, we realized that to get good information on productivity in these habitats, we had to increase search effort either by increasing the number of searchers or by focusing on fewer species; we chose the latter. The point count information obtained as part of the BBIRD protocol from 1992-1994 (Hejl and Paige 1994; see table 1 for 1992 point counts) and a literature search on forest fragmentation indicated that Winter Wrens and Brown Creepers were two of the species most likely to be negatively affected by the type of forest fragmentation in our area. Therefore, in 1995, we decided to focus on Winter Wrens and Brown Creepers, emphasizing the wrens. We also monitored any Chestnutbacked Chickadee nests that we found in our searches for wren and creeper nests. In addition, we attempted to band all the Winter Wrens and Brown Creepers in the study areas. In 1996 and 1997, we resighted banded wrens on our plots. Results ________________________ In 1992, we found 65 nests of 15 species (table 1). In 1993, we found 152 nests of 27 species. As expected, we found more total nests in 1993 due to a better understanding of potential nest locations and nesting phenology of each species, larger plot sizes, plot ownership (one person/plot), extending the nest-searching time into July, and an unusually competent field crew. However, we found less than 20 nests per species per treatment even after pooling data from both years. In 1994, when we focused on searching for nests of five focal species, we found 140 nests of 23 species (table 1). While we found more nests of Winter Wrens, we did not find any more nests of the other focal species, and we still had low 207 Table 1—Number of nests found for each species by year and area (forests fragmented by clearcuts = Frag and continuous forest = Unfrag) as compared to point count results from 1992 (Hejl and Paige 1994) in cedar/hemlock forests in northern Idaho (“—” indicates not sampled in 1995). Species American Kestrel (Falco sparverius) Calliope Hummingbird (Stellula calliope) Rufous Hummingbird (Selasphorus rufus) Red-naped Sapsucker (Sphyrapicus nuchalis) Hairy Woodpecker (Picoides villosus) Three-toed Woodpecker (P. tridactylus) Northern Flicker (Colaptes auratus) Pileated Woodpecker (Dryocopus pileatus) Dusky Flycatcher (Empidonax oberholseri) Tree Swallow (Tachycineta bicolor) Common Raven (Corvus corax) Chestnut-backed Chickadee (Parus rufescens) Red-breasted Nuthatch (Sitta canadensis) Brown Creeper (Certhia americana) Winter Wren (Troglodytes troglodytes) Golden-crowned Kinglet (Regulus satrapa) Mountain Bluebird (Sialia currucoides) Townsend’s Solitaire (Myadestes townsendi) Swainson’s Thrush (Catharus ustulatus) Hermit Thrush (C. guttatus) American Robin (Turdus migratorius) Varied Thrush (Ixoreus naevius) Yellow-rumped Warbler (Dendroica coronata) Townsend’s Warbler (D. townsendi) Northern Waterthrush (Seiurus noveboracensis) MacGillivray’s Warbler (Oporornis tolmiei) Western Tanager (Piranga ludoviciana) Chipping Sparrow (Spizella passerina) Dark-eyed Junco (Junco hyemalis) Evening Grosbeak (Coccothraustes vespertinus) Total 208 1992 counts Frag Unfrag 1992 nests Frag Unfrag 1993 nests Frag Unfrag 1994 nests Frag Unfrag 1992-1994 nests Frag Unfrag 1995 nests Frag Unfrag 0.07 0.00 2 0 0 0 0 0 2 0 — — 0.00 0.00 0 0 1 1 0 0 1 1 — — 0.00 0.03 0 0 4 1 1 1 5 2 — — 0.22 0.08 7 3 10 1 8 2 25 6 — — 0.08 0.08 1 1 1 1 1 1 3 3 — — 0.00 0.00 0 0 1 1 2 0 3 1 — — 0.07 0.01 4 0 1 0 2 0 7 0 — — 0.07 0.07 0 0 1 0 1 0 2 0 — — 0.10 0.07 0 0 1 0 1 0 2 0 — — 0.00 0.00 0 0 0 2 0 1 0 3 — — 0.13 0.03 0 0 1 0 1 0 2 0 — — 0.60 0.51 7 4 6 5 4 7 17 16 3 3 0.72 0.56 4 4 17 9 16 5 37 18 — — 0.21 0.57 3 3 6 2 2 5 11 10 4 9 0.40 0.92 1 2 6 5 8 21 15 28 18 33 0.38 0.69 1 0 0 3 0 0 1 3 — — 0.00 0.00 0 0 4 0 0 0 4 0 — — 0.19 0.00 1 0 1 0 0 0 2 0 — — 0.36 0.76 2 0 4 4 1 4 7 8 — — 0.06 0.10 0 1 1 4 2 3 3 8 — — 0.43 0.01 3 0 7 0 6 0 16 0 — — 0.36 0.57 0 0 2 0 0 1 2 1 — — 0.50 0.22 0 0 2 1 1 0 3 1 — — 0.67 0.43 0 0 0 0 1 0 1 0 — — 0.00 0.00 0 0 0 1 0 0 0 1 — — 0.15 0.04 0 0 0 0 1 0 1 0 — — 0.21 0.06 0 0 2 0 1 0 3 0 — — 0.25 0.03 2 0 10 1 2 0 14 1 — — 1.22 0.64 7 2 15 5 14 13 36 20 — — 0.00 0.00 0 0 1 0 0 0 1 0 — — 45 20 105 47 76 64 226 131 25 45 USDA Forest Service Proceedings RMRS-P-16. 2000 numbers of nests per species in each treatment. Furthermore, even after pooling across all three years, we had greater than or equal to 20 nests per treatment for only one species, the Dark-eyed Junco, not a focal species. After three years of study and as a result of low sample sizes, we had not yet obtained adequate estimates of nesting productivity for the focal species in our habitats, according to the suggestions of Hensler and Nichols (1981). By concentrating on one species in 1995 and making a special effort to learn the behaviors of this species, we came close to finding enough nests of the difficult but, for our habitat, fairly abundant Winter Wren (18 in fragmented forests and 33 in continuous forests). In addition, in 1995, we successfully banded all male and about half the female Winter Wrens. For the Brown Creepers, our secondarily emphasized species, we were able to find only 13 nests and band a small subset of the individuals. Banding the birds did take time away from nest finding. However, it helped us to focus our nest searches based on observations of banded adults, and also helped us confirm that we had found most of the wren nests in both areas. We were able to avoid a potential problem in nesting success studies—that of discovering only easy-to-find nests. In addition, from the data obtained from colorbanding individual birds, we will be able to examine density, site tenacity, pairing success, propensity to renest, number of broods per season, adult survival, and territory size and quality, as well as nesting success and number of young fledged per nest for the Winter Wrens in our study. We will not be able to determine juvenile survival, because we chose not to remove nestlings from their delicate nests, partly for fear of influencing predation. We do not have enough data to examine these factors for Brown Creepers. In general when we used community-level BBIRD methodology, more nests were found of the more common (e.g., greater than 0.20 individuals/point count in an area) than of the uncommon species every year (table 1). Yet, we could not easily find nests of all of the common species. We found only a few nests for some of the common species. Cavity-nests and enclosed nests generally were easier to find than open-cup nests, but nests of most of our species took large amounts of time to monitor. Each observer was able to monitor from 10 to 15 nests per day in our forests. In general, using BBIRD methodology to assess breeding productivity was practical for only some of the most common species in our forests. Discussion _____________________ It is difficult to assess the effects of anthropogenic disturbances on bird populations by using presence/absence or abundance data alone (Martin 1992a). The BBIRD program was established to identify habitat conditions affecting breeding bird productivity, providing a general methodology for researchers and managers (Martin and others 1997). Our study illustrates that breeding productivity studies are relatively intensive and have the potential to encounter certain logistic constraints in the following areas: (1) budget, including how many people one can hire, transport, and house; (2) availability of the habitat of concern, including sufficient number of replicate areas of adequate size, proximity, and accessibility; (3) structural characteristics of the habitat of USDA Forest Service Proceedings RMRS-P-16. 2000 interest; and (4) characteristics of the birds in the habitat, including the density of the species and the behavior of the birds and hidden nature of the nests. Many factors contributed to our small sample size of nests: (1) we had few nesting plots (only two per habitat condition); (2) the density of individuals within species was low (i.e., an average of 9 territories per 50-ha plot of continuous forest for Winter Wren, our second-to-most abundant species); (3) it was often very time consuming to move between nests (traveling between nests usually consisted of hiking 100 to 400 m over large logs in rugged terrain) and to monitor nests (a majority of the nests were cavity nests, which can commonly take 0.50 to 1 hr to confirm activity during a visit); (4) the vegetation was structurally complex and had a very high canopy (30-60 m), resulting in difficulty locating and following individuals; (5) the physical conditions were often dark and rainy, hindering nest finding; and (6) many of the species had cryptic behavior and nests. The relative importance of each factor in determining the probability of finding an active nest varies across species. For example, cryptic behavior and nest placement (tree canopy) limited our ability to find nests of abundant species such as Golden-crowned Kinglet and Townsend’s Warbler (compare point count results with nest numbers in table 1). Height of four kinglet nests ranged from 11 to 27 m in 27 to 43 m tall trees. Alternatively, many of the species’ for which we could find nests fairly easily have relatively large territories (Northern Flicker territories are 16 ha in mature conifer forest [Lawrence 1967]), resulting in few total nests found because only about 100 ha were thoroughly covered in each habitat condition. When using BBIRD methodology to monitor nests of all coexisting species, those with hard-to-find nests (even fairly common species) are likely to be undersampled. For example, the Winter Wren was one of the most abundant species recorded during point counts in continuous old growth (Hejl and Paige 1994), yet we found relatively few active nests in 1992 (table 1). Winter Wrens are cryptically colored and secretive, and they build multiple, well-concealed nests in a variety of nesting substrates each year. Due to the diversity of nesting locations, it took a relatively long time to develop search images for wren nests. In addition, only some of the nests that are built in a year are used in that particular year (e.g., of 101 wren nests found in 1995, only 51 were active that year). Because we originally were trying to get as much information as we could on as many species as possible, nest searchers would often abandon more difficult searches, such as those for Winter Wren, and focus on other species. By concentrating on Winter Wrens in 1995 and making a special effort to learn the behaviors of this species in previous years, we came close to finding 20 nests of the difficult but fairly abundant Winter Wren in each treatment that year. Once an individual observer had found many nests, the act of monitoring nests became a bigger time commitment than searching for nests. Nests of most of our species took large amounts of time to monitor. The contents of most cavity nests, many enclosed nests, and high open-cup nests could not be directly observed. As a result, observers used adult behavior around the nest to determine nest activity and fate. For many of our species, nest monitoring required from 30 to 60 min to determine nest stage during each visit. Because of the amount 209 of time we had to spend monitoring each nest and the distance and difficulty in the terrain among nests, any one observer was able to monitor from 10 to 15 nests in a day in a 50-ha plot. The amount of time it took to monitor nests in these cedar/ hemlock forests was not necessarily unusual for conifer forests. In a similar study examining the effects of salvagelogging on cavity-nesters in post-fire coniferous forests, one person could successfully monitor 7 to 12 nests per day (SJH, unpublished data). In addition, in cedar/hemlock forests, we found many ultimately unused nests for four of our five focal species. Each unused nest required as much time to monitor as an active nest (nest fate again being determined from observing adult behavior) and multiple visits were made to each as if it were an active nest until we had clearly determined that it was inactive. Within our study, we encountered constraints in all of the above-mentioned areas leading to a tradeoff between finding low numbers of nests for many species or focusing on selected species. The main constraints were the low density of the species for which we could find nests, inaccessibility of replicate plots (none within driving distance of our housing in April to mid-May), and our limited budget that determined how many people we could hire, house, and transport. We eventually chose to focus on two species of concern to find an adequate number of nests for those species in each treatment each year. In addition, we decided to measure other components of population health. Even with this focus, it would be preferable to include more sites to increase the number of nests monitored and the applicability of our results beyond our two study areas. More replicates would require more financial resources to hire more people. Ideally, we would have liked to have had six additional study areas (3 of each treatment), with two 50-ha plots in each for a total of 12 more plots, in order to adequately sample from one to five focal species and address the question of whether fragmentation affects these species. Martin and Geupel (1993a) suggest that each field worker can be in charge of two plots, although they do not consider logistic differences among habitats. Because of the constraints listed above, we found that our habitat required one person/plot to find most nests of the focal species in these oldgrowth forests and to monitor those nests. One person could monitor nests successfully on 25 ha (one-half plot) in an 8- to 10-hr day. Thus we would need 16 field assistants for our ideal expanded study. In addition, measuring other components of population health by colorbanding individual birds requires at least one and preferably two additional field assistants for each four, widely dispersed, 50-ha plots. To implement a BBIRD study, Martin and others (1997) currently recommend at least four plots/treatment in any habitat and as many as eight plots/treatment in habitats with low nest density. Based on the number of nests found in 1993 and 1994, we agree with Martin and others (1997) that 8 plots/treatment would be a reasonable approach in our lowdensity habitat. We would then be likely to obtain 20 nests/ treatment for most focal species each year. Cavity- or enclosed-nesters might seem an ideal group to focus on in old-growth coniferous forests. In general, we were fairly successful in finding their nests. Cavity-nesters and some enclosed-nesters, however, are also difficult to study in that one cannot easily look into their nests without special equipment (e.g., nest cameras) or technical climbing 210 equipment and experience. Without this special equipment or experience, the researcher is left to guess nest fate based on observational data, mostly obtained from watching adult activity on the outside of the nest. In addition, when contents cannot be directly determined and these nests are watched from afar, the observer often has to spend from 30 minutes to 1 hr (sometimes greater than 1 hr for Pileated Woodpecker), watching the nest to determine what activity is actually occurring, making it difficult time-wise to monitor many nests, and leaving little time for additional nest searching. Invariably, some nest cards must be thrown out because nest fate is impossible to determine. Finally, because many cavity-nesters have large territories (especially woodpeckers), large areas must be surveyed to find large samples of nests. In spite of the difficulties in studying them, cavity- and enclosed-nesters as a group are critical to study; they are among those species that are most likely to be negatively affected by silvicultural practices, and therefore warrant considerable attention (Hejl and others 1995). BBIRD is a valuable program for a number of reasons, including the fact that it is the only set of standardized protocols for evaluating reproductive success of landbirds. BBIRD also gives us a useful methodology for evaluating the effects of forest management practices on bird populations. When using BBIRD methods or otherwise measuring nesting success and when limited by constraints such as ours, we suggest emphasizing one to five focal species. In addition, if a researcher is uncertain what species are of concern in the habitat of interest or for which species observers will be able to find an adequate number of nests, then we suggest either: (1) one season of community-level BBIRD; or (2) one season of point counts and minimal nestfinding to determine the species of interest and those for which nests can be found in adequate numbers to test hypotheses. In following years, the researcher will be able to use BBIRD methods to study all species or just focal species. For example, based on point count results from the first year of study, we would concentrate nest-finding efforts on species with greater than 0.20 individuals/count in future years in cedar/hemlock forests. If focusing on a few species, then we suggest colorbanding individuals of one to several of those selected species. Colorbanding can help observers focus searches on hard-to-find nests within a species, potentially resulting in a less biased estimate of nesting success and predation and parasitism rates for that species. Colorbanding also allows one to examine additional parameters related to population health for the selected species. Acknowledgments ______________ We are indebted to all of the other nest searchers: E. A. Beringer, D. S. Booth, T. M. Ferraro, C. K. Friers, K. L. Hughes, J. S. Kramer, K. J. Kreisel, G. Mandujano Chavez, P. McLaughlin, L. Ortiz, L. C. Paige, C. C. Patton, T. M. Platt, C. Tejeda Cruz, J. J. Tewksbury, and L. Van Huis. We are grateful to the Priest Lake Ranger District, Idaho Panhandle National Forests, especially Tim Layser, for logistic support. We thank C. J. Conway, R. J. Cooper, T. E. Martin, and D. Rosenberg for reviewing earlier drafts of this manuscript. USDA Forest Service Proceedings RMRS-P-16. 2000