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\ .‘. _ United States Department of Agriculture Forest Service Southern Forest Experiment Station New Orleans, Louisiana General Technical Report SO-98 April 1994 Census Methods for Caribbean Land Birds Joseph M. Wunderle, Jr.
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Page 1: United States Census Methods for Agriculture Caribbean ...

\ .‘. _

United StatesDepartment ofAgriculture

Forest Service

Southern ForestExperiment Station

New Orleans,Louisiana

General Technical ReportSO-98April 1994

Census Methods forCaribbean Land Birds

Joseph M. Wunderle, Jr.

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SUMMARY

Different census methods can be used to survey the distributionof a terrestrial bird species or to monitor population changes. Theappropriate method depends on whether the objective is simply todocument the presence of a species or to quantify its relative abun-dance, population density, population trends over time, habitat use,survivorship, or the physical condition of individuals. Once theobjective is defined, consideration should be given to selecting astudy site, the number of sampling units, the time of day, the timeof year, and the experience of field personnel. The various censustechniques, and their advantages and disadvantages in the Carib-bean Islands, discussed in this paper are: point counts withoutdistance estimation, variable-radius point counts, fixed-radiuspoint counts, point counts for parrots, line transects without dis-tance estimates, variable-distance line transects, strip transects,spot mapping, territory mapping of color-banded birds, mist pet-ting, and use of tape-recorded playback to enhance detectability.For most studies of land birds in the Caribbean, the fmed-radiuspoint count method is recommended.

ACKNOWLEDGMENTS

Wylie C. Barrow, Jr.; Robert W. Colburn; Francisco J. Vilella;Robert B. Waide; and participants in workshops on wildlife censustechniques held on St. Lucia and Jamaica provided constructivecomments on an early draft of this work. In addition, this workbenefitted from the constructive comments of Robert A. Askins,Peter G. H. Evans, John R. Faaborg, Peter Pyle, C. John Ralph,Nigel Varty, and James W. Wiley. Finally, I thank Peter Pyle for hispermission to use his previously published figures. Illustrations infigures 4 through 11 were adapted from drawings by S.N.G. Howellpublished in Pyle and others (1987).

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Census Methods for Caribbean Land BirdsJoseph M. Wunderle, Jr.

INTRODUCTION

In the Caribbean Islands, 37 species of resident birdsare currently threatened with extinction; 34 of theseare terrestrial species (Collar and Andrew 1988). Inaddition, the Caribbean is visited by thousands ofNorth American migrants each winter, and many ofthese may be threatened by habitat disturbance on thebreeding grounds or on their wintering areas in theCaribbean. In most cases, little or nothing is known ofthe basic population biology necessary to preventextinction of these island residents or visitors. Ourignorance frequently includes a lack of essential infor-mation on habitat distribution, natural population fluc-tuations, and population response to a variety ofnatural and human-caused disturbances. This igno-rance could prove tragic to some of the region’s threat-ened species, particularly on islands where humandisturbances and frequent natural events, such asdroughts and hurricanes, could drastically reduce birdpopulations. Thus, there is a need to encourage andassist Caribbean biologists in surveying and monitor-ing bird populations on their islands.

Ornithologists have used a variety of techniques tosurvey the abundance and distribution of Caribbeanbird populations. For example, some surveys haveinvolved observers who remained stationary for a fured-time interval and counted all birds detected at a point(Cox and Ricklefs 1977, Rivera-Milan 1992, Wunderle1985) or counted only those birds within a given dis-tance from the observer (Wunderle and others 1992)before proceeding to the next point. In other cases, anobserver counted and tallied all birds while walkingslowly along a transect line (Lack 1976, Lack and Lack1973, Lack and others 1973). In some cases, in additionto counting the birds, the observer noted the distancebetween the birds and the transect (Cruz and Delannoy1984, Emlen 1977a, Faaborg and Arendt 1985) orcounted only the birds within a given distance from thetransect line (Vilella and Zwank 1987). Some surveyshave involved playing back tape-recordings of songs orother vocalizations of specific secretive species to elicita response from them in order to document habitatdistribution and abundance (Blockstein 1988, Varty

1991, Wunderle 1992). Birds captured in mist nets havealso provided an indication of abundance (Diamond1974, Faaborg and Arendt 1985, Terborgh and Faaborg1973, lbrborgh and others 1978, Wunderle and others1987). Finally, density estimates (birds per unit area>have been obtained by mapping the positions ofunmarked territorial birds (Recher 1970) or by moreintensive methods requiring that birds be capturedwith mist nets and be given unique combinations ofcolor-bands. Aft&r banding, the birds are released; thenthe observer maps their territories (Holmes and others1989).

.:

In only a few cases have bird populations beenmonitored for long time periods in the Caribbean.Long-term monitoring with mist nets in the dry forestof Puerto Rico has documented population changes inresident species in relation to rainfall over 9 years(Faaborg and others 1984) and declines in winteringNorth American migrants over 16 years (Faaborg andArendt 1991). Christmas bird counts, sponsored by theNational Audubon Society headquartered in New York,have been consistently held (for over 15 years in someareas) throughout the Caribbean. Although Christmascounts have numerous weaknesses, they have enabledinvestigators to detect some general patterns in dis-tribution and abundance (Pashley and Martin 1988). Insome instances, monitoring efforts have focused onendangered species such as the Puerto Rican parrot(Amazona vittatu). With this species, censuses involv-ing numerous observers situated in widespread look-outs in trees, on ridge tops, or in towers are made atsunrise or sunset as the birds move from or to roostsites (Snyder and others 1987). These systematic par-rot counts have been made since 1968 and continuetoday.

To the uninitiated it appears that a bewildering vari-ety of methods have been used to sample terrestrialbird populations in the Caribbean. Yet, in the examplescited previously, the method used was generally appro-priate for the question or questions posed by the inves-tigators. Thus, the selection of a particular samplingmethod is dependent upon the question of interest tothe investigator and the time and resources available toconduct the sampling.

Joseph M. Wunderle, Jr., is a research wildlife biologist at the International Institute of Tropical Forestry, U. S. Department of Agriculture,Forest Service, Rio Piedras, PR 00928-2500. In cooperation with: University of Puerto Rico, Rio Piedras, PR 00936-4984.

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In this review, some of the most appropriate bird

A variety of publications have described sampling

census methods suitable for sampling Caribbean land

methods and techniques for songbirds, and some have

birds, particularly songbirds (Passeriformes), on theCaribbean Islands are summarized. The census

provided the basis for much of this review (Pyle and

methods described here can be used for surveys ofabundance and habitat distribution. For example, cen-

others 1987; Ralph and others, 1993; Verner 1985).

suses might be conducted in a variety of different hab-itats to determine in which habitat the species of

Because these previously published census methods

concern is most abundant. Locating the threatenedspecies and its appropriate habitat is the first stage of

focus on temperate zone species, methods most appro-

any conservation effort. Once the appropriate habitat isidentified, regular systematic censuses should be con-

priate to the Caribbean based on 15 years of sampling

ducted to monitor the populations over a long timeperiod. Consistent long-term population monitoring

bird populations in both the Greater and Lesser

enables the observer to examine how bird populationschange in response to natural or human-induced

Antilles are emphasized in this review. The purpose of

events. The benefit of long-term monitoring was illus-trated by recent hurricane studies in which census data

this review is to encourage Caribbean bird watchers to

collected before a hurricane were available and could beused to provide a baseline for comparison with data

adopt widely accepted census methods to routinely sur-

collected after a hurricane (Askins and Ewert 1991,Waide 1991, Wauer and Wunderle 1992, Wunderle and

vey and monitor bird populations on their islands.

others 1992).

CENSUS REQUIREMENTS

General Requirements

All census methods must satisfy the following basicrequirements as listed in Manuwal and Carey (1991):

i.2.

3.

4.

5.

6.

7.

2

Birds must be accurately identified.Sampling efforts must be adequate to detect thepresence of species.Sampling efforts must be adequate to obtain esti-mates with desired precision.Differences among observers should be slight oraccounted for.Differences in detectability among species shouldbe slight or accounted for.Differences in detectability among habitatsshould be slight or accounted for.Differences in detectability among years should beslight or accounted for.

Selecting Sample Sites

The selection of a site or sites for counting dependson the purpose of the counts. If the counts are intendedto describe the distribution and abundance of specificthreatened or endangered species, then initial surveysshould be made in a variety of different habitats andpossibly along habitat “edges.” However, for long-termmonitoring purposes, it is generally best to sampleuniform habitat types. If the study is designed to sam-ple uniform habitats, then counts should be made atleast 25 m, and preferably 50 m (Hutto and others1986), from a habitat border, at least where conditionspermit.

Factors Affecting Census Results

Time of Year. -Both counting and mist netting canbe done in any season of the year. However, if the intentis to monitor population changes, counting or nettingshould be done every year at roughly the same time.Comparisons of counts in the breeding period withthose in the nonbreeding period are difficult because ofchanges in the behavior of birds. For example, birds are

Time of Day. -The best time for conducting acensus is in the morning from sunrise until about 10a.m. in the lowlands and until 11 a.m. at high altitudes

easier to detect during censuses in the breeding season

(> 400 m). It is best If. censuses are begun within 15 minof dawn. Mist netting can be done throughout the day,

when they are most vocal, but they are often easier to

although captures tend to decrease at midday in hot,sunny, lowland habitats. -.

capture in the nonbreeding period when they wandermore. Thus, the time and season of sampling must bestandardized.

Periodic droughts can be a serious problem for cen-suses standardized to fixed dates during the breedingseason in many lowland areas, particularly in the sub-tropical dry forest life zone. Droughts involving delaysin the onset of early wet season rains (normally inApril or early May) delay breeding and thus reducecensus detections. For example, counts scheduled forearly May might normally show an abundance of breed-ing birds, but breeding may be delayed until early Junein a drought year, thereby causing fewer detectionsthan normal. One solution to this problem is to timethe censuses with the arrival of the early wet seasonrains in dry forests. However, in moist and wet forestsmost breeding occurs at the end of the wet season.Therefore, the best solution is to count birds only afterbreeding activity has been detected. Censuses normallyscheduled for nonbreeding periods (i.e., Novemberthrough January) are less likely to encounter thisproblem.

Weather. -Conducting a census or capturing with anet should never be done when it’s windy, rainy, foggy,or too hot or when there is direct sun on the net.

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Record Keeping

Maintaining a field journal is an essential require-ment for all field studies. It is valuable to routinelyrecord date, time, location, weather conditions, person-nel involved, the number and type of censuses made, allbirds seen or heard, and plant phenology (which plantsare flowering or fruiting). Additional observations onbehavior, nesting, and predation can be valuable. Stan-dardized data sheets should be used for all censuses;examples are shown in the appendix.

CENSUS METHODS

Equipment Care

Binoculars of 7 x 35 or higher magnification aremost suitable for census work. The greatest problemfaced by Caribbean bird watchers is keeping fungalgrowth off binocular lenses, which occurs under warm,humid conditions. Thus, it is essential to store binocu-lars in a dry location, such as a wooden box with smallholes in the top and a small light bulb set inside thebottom for heating and drying the binoculars. The bulbshould be illuminated when the binoculars are in thebox.

Binoculars can also be stored in an airtight plastic ormetal box (some cracker or cookie containers are ideal)with a cloth bag or an old sock containing silica gel,which will absorb moisture from the container and thebinoculars. The silica will turn pink when saturatedwith moisture and can be dried in an oven to return itto its normal blue coloration. Silica gel can be pur-chased commercially from a variety of photographystores.

Selecting a Census Method

Once the objectives of a study are defined, an appro-priate method can be selected to take a census of birdpopulations (table 1). Any of a variety of methods canbe used to detect the presence of a species in a habitat.If the species of concern is particularly rare or secre-tive, use of a tape-recorded playback of vocalizationsmay enhance the likelihood of detection. If the objectiveof the study is to obtain a measurement of relativeabundance (e.g., number of individuals per point, per-centage of points with one or more individuals, numberof individuals per kilometer of transect, etc.), then avariety of methods are also available. Measurements ofrelative abundance are useful for comparative pur-poses, such as comparing habitats or comparing years.Population trends can be monitored using the samemethods for sampling relative abundance. Only a fewmethods are adequate to measure population density(e.g., number of individuals per hectare), but for-tunately most measurements of relative abundance areadequate for most other purposes. Finally, if the objec-tive requires measurements of the physical condition ofthe birds (fat or lean) or measurements of survival,mist netting will be required.

Point Counts

Point counts are one of the most popular methods forsurveying bird distributions and monitoring populationchanges in Caribbean land birds. This method can be

Table 1. -Summary of census methods and their appropriateness for specific objectives in the Caribbean (adapted fromManuwal and Carey 1991)

Objective*

MethodSpecies Relative Population Habitat Physical

presence abundance Trends Densitv use condition Survival

Point countsWithout distance estimateVariable-radiusFixed-raduis

TransectsWithout distance estimateVariable-distance estimateStrip transects

Spot mappingMapping color-banded birdsMist netting

XXR

XXXEE

XXX

XXR XX X R

R X

*X= adequate to achieve objective.E = excessive, provides more detail than necessary to achieve objective.R= recommended for the Caribbean.

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used to study yearly changes in bird populations atfixed points, differences in species composition betweenhabitats, and abundance of different species at a spe-cific location. This method is particularly appropriatefor Caribbean habitats in which rugged terrain ordense, scrubby vegetation makes walking difficult.Point counts involve an observer standing in one loca-tion for a fixed time period and recording all birdsdetected, whether by sight or by sound. Each pointcount site should be at least 100 m apart, and prefera-bly 150 to 200 m apart. A single observer can complete12 to 15 point counts per morning, depending on theterrain. At least 30 counts should be conducted,depending on the abundance of the species and thepurpose of the counts. Point counts can be conductedonce or many times at a given site.

The time spent at each point should represent theminimum time needed to sample at least 80 percent ofthe species present at a point. For example, preliminarystudies by Waide and Wunderlel in a Puerto Rican rainforest and a dry forest indicated that, in a point count,35 to 46 percent of the species are sampled in the first 5min, 79 to 83 percent of the species are detected in 10min, and 85 to 88 percent of the species are detected in15 min, assuming that 100 percent of the species aredetected in 20 min. These results, and those of Askinsand Ewert (19911, suggest that a point count of 10 minduration may be adequate for most Caribbean surveys.However, observers might wish to conduct some initialexperiments to establish the appropriate time periodneeded to sample a point.

The point count method, because of its simplicityand practicality in rough terrain and thick vegetation,is well suited for most songbird survey and monitoringwork in the Caribbean. Unfortunately, point counts arenot very accurate for estimating population densities,particularly for species with low densities. For in-stance, Burnham and others (1980) have shown that aminimum of 40 point counts must contain the speciesof concern to accurately estimate population density, sothat density estimates for a rare species might require100 or more point counts. However, for most conserva-tion purposes, a density estimate may not be required,and the results from point counts can provide a reliableindex of abundance. In fact, Verner (1985) argues thatpoint counts are the preferred method for monitoringlong-term population trends because “. . . the timespent counting can be absolutely controlled, and moresites can be sampled, permitting more representativesampling.” However, several factors must be consideredto obtain accurate point counts. Because estimates of

IWide, Robert B.; Wunderle, Joseph M., Jr. 1987. Changes inhabitats available to migrant land birds in the Caribbean.Unpublished interim report submitted to the World Wildlife Fund-U.S., Washington, DC 20037 U.S.A.

distance must be made in both the variable-radius andfmed-radius point count methods, it is essential that allparticipants practice estimating distances with knownreferences in the appropriate habitat. An optical rangefinder can be very useful for practicing distance esti-mates. Practice should continue until all observersobtain consistent levels of accuracy for distances within25 m.

The accuracy of point counts (as well as the accuracyof most other methods) in different habitats is likely tovary. Visual census methods (point counts, transects,spot mapping, etc.) detect most species in open areasand areas with low vegetation, but not in areas withthick vegetation. Furthermore, as the vegetationheights increase, the ability to detect certain species inthe canopy decreases. This deficiency was illustrated ina point count study by Waide and Narins (1988) using a22-m canopy tower in the El Verde rain forest in PuertoRico. Here they discovered that two of three canopy-singing species were underestimated by 33 to 46 per-cent in ground point counts. Species that sang softly orat high frequencies were most likely to be missed byobservers at ground level. To counter this problem, theysuggested using a small, 26-m, fixed-radius point count(or small, fKed band for transects), because this tendedto minimize the bias against certain canopy-singingspecies. Care also should be used in estimating thedistance to singing or calling individuals (those notobserved) because this method is most vulnerable toerror.

Point counts can be classified into three major typesdepending on how the observer treats information ondistance from the birds (fig. 1) and classified into afourth type when modified for counting parrots:

Point Counts Without Distance Estimation. -Detected birds are counted without regard for distancefrom the observer. These counts cannot be used forestimating density, but they are useful for measuringspecies richness. Examples of the use of this methodcan be found in Cox and Ricklefs (1977) and Wunderle(1985).

Variable-Radius Point Counts. -The observerestimates the distance to the detected birds. Analysis,by species, can include data either grouped into con-centric rings of similar radii about the point or data inan ungrouped form (Reynolds and others 1980).

Fixed-Radius Point Counts. -Detections arerecorded for birds within a fmed-radius circle aroundthe observer separately from all detections beyond theradius. The size of the radius is dependent on thethickness of the vegetation and the observer’s ability todetect all birds. Therefore, the observer should selectthe largest radius in which all birds can be detected.For most habitats, with the exception of dense vege-tation, 25 m is commonly used as the standardradius.

This method can be used to calculate three indices ofbird abundance, any of which can be used to test for

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b

C OF FIXED RADIUS

Figure 1.-A stationary observer making bird observations: (a) a point count without distance estimation; (6) avariable-radius point count where the observer estimates the distance to all birds; and (c) a fixed-radiuspoint count in which birds are tallied both within and outside a predefined distance (radius) from theobserver.

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differences in community composition among sites orfor differences in the abundance of a given bird speciesamong sites or among years. These indices are (1) themean number of detections within 25 m of theobserver, (2) the percentage or proportion of pointswith one or more detections within 25 m of theobserver, and (3) the percentage or proportion of pointswith one or more detections, regardless of the distancefrom the observer. These indices allow comparisonswith standard statistical tests (Hutto and others 1986).Because species differ in their detectability, it is some-times valuable to calculate a detection ratio for eachspecies, particularly when comparing different species,but also when comparing the same species at differenttimes of the year (such as breeding vs. nonbreedingperiods). For example, vocal species, such as scaly-naped pigeons (ramiers, Columba squamosa), havehigh detection ratios, whereas quiet species, such ashummingbirds (doctorbirds), have low ratios. The

detection ratio represents the number of point countsat which a given species was recorded only beyond the25 m radius divided by the total number of counts atwhich the species was recorded, whether within orbeyond 25 m.

Examples of the calculation of the different indicesderived from point counts are shown in table 2.

Hutto and others (1986) recommend fixed-radiuspoint counts because they have fewer assumptions thanmost other methods of estimating population densityand can be used in both the breeding and nonbreedingperiods. For examples of different ways in which themethod has been used in the Caribbean, see Askinsand Ewert (1991) and Wunderle and others (1992).

Point Counts for Parrots. -Because of their elu-sive behavior, parrots require special census techniquesdesigned to obtain counts as they move to their roostsites before sunset or as they depart from their roostsites after sunrise (Snyder and others 1987). Parrots

Table 2. -Example of calculations of different indices derived from 25-m fixed-radius point counts of 10 minutes duration each (Calculations arebased on only 5 point counts for illulstrative purposes, but normally would involve 30 or more independent points)

A. From original data sheet (see appendix):

B. Summary of indices calculated from field data above:

Species

Mean Meandetections detections

within 25 m unlimited radius

2.L 3.L

Percentage ofpoints withdetections

within 25 m

(00

Percentage ofpoints withdetections

unlimited radius

I 06

Detectionratio

0. d

-_a. f?!?” f 0.2 2.2 26 lob I* 6

IQ?. u&+.&/§ s!y 6.0 l o o /OO 1. 0*For bananaquk (Coereba flaveola), the mean detection within 25 m would be the most appropriate index of abundance.‘For Puerto Rican emerald hummingbirds (Chlorostilbon maugaeus), both the mean detections within 25 m and the percentage of points with

detections within 25 m provide equivalent measures of abundance because the mean detection within 25 m is equivalent to one. Note the lowdetection ratio, indicating the absence of detection beyond 25 m.

*For scaly-naped pigeons (Columba squamosa), the most appropriate index would be either the mean detections per unlimited radius or thepercentage of points with detection at points of unlimited radius because this species is rarely detected within 25 m of the observer. (This speciesis easily disturbed by human presence.) Because of the very high detection ratio of this species, point counts should be widely separated (at least200 m).

SFor Puerto Rican tanagers (Neospingus speculiferus), the appropriate measure would be either the mean detections within 25 m or meandetections at points of unlimited radius. The percentage of point measurements would be inappropriate for this species because of its tendency tooccur in flocks.

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are best counted simultaneously by several observerssituated at different vantage points (ridge tops, treetops, cleared hillsides, etc.). Each observer counts thepassing parrots and records the time of their passageand their compass bearing as they fly out of sight.Because observers at different locations are likely to seeand count some of the same birds, information ongroup size, time, and direction of flight can be usedafter the census to eliminate duplication.

Snyder and others (1987) have found that countsmade during the parrot breeding period need notinvolve any lookout points other than those coveringthe nesting areas. During the breeding period (Febru-ary through May), most parrots, including non-breeders, roost in the nesting areas where they may beconsistently counted. Counts are best conducted fromsunrise to about 8 a.m. or from 3:30 p.m. until dark.Lookout sites should have a wide view of the landscapeand be spaced so that all flying birds are visible from atleast one site. Counts made within forests under thecanopy are likely to miss many birds. For this reason,treetop lookouts are particularly valuable for countingparrots in forested regions. Information on construc-tion of treetop platforms for parrot counts can beobtained by writing the Wildlife Program, CaribbeanNational Forest, USDA Forest Service, P. 0. Box B,Palmer, PR 00721 U.S.A.

lhnsects

Transects involve slowly walking through a habitatand, therefore, should be conducted only in areas wherethe observer can concentrate on birds instead of worry-ing about footing or dodging spiney or poisonous plants.It is important that the observer traverse the tran-sect at a fured speed (e.g., 100 m in 10 min). Transectcensuses can take many forms; three are shown infigure 2.

Line lkansects Without Distance Estimates.-This is the simplest form of transect census and canenable the observer to generate a list of species presentin a habitat. By walking slowly for a given distance ortime period, the observer is able to obtain a list ofspecies that can be compared between habitats. Lack(1976) effectively used this method in Jamaica. It can-not be used for estimating densities, but it does provideinformation on the presence or absence of species in ahabitat.

Variable-Distance Line lkansects. -Here theobserver must estimate the perpendicular distance tothe bird from the transect line. This can be donedirectly or indirectly by recording the distance from theobserver to the bird and the sighting angle between thetransect line and the bird. Using this method, transectcounts are made in which all detections, visual andaural, out to the distance limit of detectability are

recorded. The count for each species is then multipliedby a conversion factor (coefficient of detectability) rep-resenting the percentage of the population that is nor-mally detected. Conversion values for each species arederived directly from distribution curves of detectionpoints located laterally from the observer’s transectline. Obviously, this technique is difficult to conductand is recommended only if density estimates arerequired and only for habitats or terrains where trans-ects can be easily run. For a detailed explanation andexamples of the method see Burnham and others(1980) and Emlen (1971, 1977a, 1977b).

Strip Zkansects. -In this type of transect, fmedboundaries are set on both sides of the transect, and alldetected birds within the boundaries (the strip) aretallied. Boundaries are usually set at 25 to 50 m oneach side of the transect line, depending on the densityof the vegetation. These transects are simpler to runthan variable-&stance line transects because theobserver estima%es only one distance (to the outerboundary) rather than distance estimates for each bird.In addition, density estimates are considerably simpler,requiring only that the total for each species be dividedby the area of the strip. However, it is often difficult tobe certain whether an individual bird is just inside oroutside the boundary.

Although a strip transect is simpler to conduct thanthe variable-distance line transect, it does not allow theobserver to correct the count for differences in speciesdetectability. Because species differ in the ease withwhich and distance at which they are detected, it isinadvisable to make comparisons among different spe-cies. Therefore, a strip transect is best used for makingcomparisons of one species in different habitats or sites,but with the realization that detectability can varywith habitat and that the derived densities are crudeestimates. Vilella and Zwank (1987) provide an exampleof the proper use of this method for counting callingnightjars at night.

Spot Mapping

This method involves mapping the positions of ter-ritorial birds. Detailed field maps and repeated visits(at least 10) to the site are required before the observeris able to determine the territories on the study siteand the population density. It is used primarily duringthe breeding season because it is based on observationsof territorial males who are actively displaying on theirterritories. It is often assumed that all males are pairedwith a female, which can sometimes be verified duringthe field visits. Some workers report only the number ofterritorial males per unit area. Obviously, the methodworks best with territorial species and is not effectivefor colonial, highly social, or nonterritorial species.Because spot mapping is done in the main period ofbreeding, it is most effective for those species with a

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b

LIMIT OF STRIP

Cf

LIMIT OF STRIP

Figure Z.-A slowly moving observer making bird observations while walking a transect line; the observer may: (a)simply record all birds regardless of distance (line transect without distance estimate); (b) record all birdsand estimate theirperpendicular distance to the transect line (variable-distance line transect); or(c) recordall birds observed within a jixed distance of either side of the transect (strip transect).

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short, well-defined breading season. For an example ofthe use of this method in a Puerto Rican rain forest seeRecher (1970).

The method is intensive and is not appropriate forbroad-scale monitoring of land birds, but it is appropri-ate when reasonably precise pair numbers and densityestimates are required from small habitat patches orstudy sites. One or two observers in a single morningcan sample 10 to 30 ha in a wooded area or 50 to 100 hain an open area. The minimum size of the study sitedepends on the bird density, with the requirement thatat least 50 and preferably over 100 pairs be present toobtain sufficient data-at least 10 ha in forests and 50ha in open habitats. The study site should be as roundor square as possible to limit border length, which caninfluence bird densities. Before the census begins, adetailed map (scale at 1:2,000) is needed, showing land-marks such as trails, streams, forest edges, ridges,roads, etc. If few landmarks are available, it is advisableto place a grid with flagging or metal tags at 25-mintervals throughout the site. It is important that themap show sufficient detail to enable precise plotting ofthe positions of all birds.

A clean map is used for each census, and differentsymbols are used for different species and individuals.Each visit should cover the area as evenly as possible,and no part of the site should remain farther than 25m off the route. The most difficult task is to separatedifferent individuals and not count the same individualtwo or more times on a visit. This requires walkingwith moderate speed through the study area andrecording birds on the map at the same time. Theobserver should stop frequently to search for simul-taneous observations of different individuals of thesame species. If uncertain as to whether one or twoindividuals are present, the observer should return tothe area later the same morning to verify the actualnumber.

This method is time consuming, particularly if allspecies on the site are to have their territories mapped.For example, in a forest it usually takes 10 mornings tocensus 30 ha by the accepted lo-visit version of themethod (about 50 to 60 hours of field work). Theobserver should allow 40 hours (4 hours per morning)to prepare the species maps and approximately 5 to 10hours to analyze them. Thus one can expect to spend100 hours to census 30 ha of forest during the breedingseason.

The method described here is the standard methodused by the Cornell Laboratory of Ornithology in itsresident bird counts (known as Breeding Bird Cen-suses). The counts have been conducted throughoutNorth America, and the organizers welcome participa-tion and publish the results of each plot annually in the“Journal of Field Ornithology.” Participation by Carib-bean residents is encouraged; contact the CornellLaboratory of Ornithology, Resident Bird Counts, 159

Sapsucker Woods Road, Ithaca, NY 14850, U.S.A. (tele-phone 607-254-2441).

Territory Mapping of ColorBanded Birds

By capturing birds in mist nets, leg banding themwith unique color combinations, and then‘ mappingtheir locations after release, an accurate estimate ofdensity can be obtained. In fact, this method providesthe best measure of density, even though nonterritorialindividuals (floaters) are not accurately counted. If thestudy is continued for a sufficient time period (4 to 10years), the method has the added benefit of allowing ameasurement of survival of known individuals on theirterritories. Unfortunately, the method is highly labor-intensive because it requires both the amount of timeand effort of spot mapping (e.g., mapping the site fol-lowed by numerous visits for mapping individual birds),plus an additional amount of time for capturing andbanding the bird& Because the method is so intensive,it is usually used for studying only one or two species ata time (fig. 3).

Mist Netting

Standardized mist netting enables biologists tomonitor population changes and provides informationabout the health of a population. Captured birds canprovide detailed information on sex, age, weight, andfat condition, all of which can assist in evaluating thecondition of a population. For example, the sex ratio ofa population can be used to assess differential survivalin the previous year and the potential for populationincreases. The proportion of juveniles captured canprovide a measure of a population’s productivity in theprevious months (Baillie and others 1986). Weight andfat condition, when related to anatomical measure-ments (such as wing length), can provide an estimate ofthe health of individuals in the population. Carefulinspection of captured individuals can enable workersto determine the reproductive condition of individualsand the pattern of molt-all basic information neededto determine the annual cycle of reproduction and moltas illustrated by Diamond’s (1974) studies in Jamaica.Finally, marking individuals (particularly with color-bands) can aid in studying dispersal and survivorshipamong years. Examples of Caribbean mist net studieson distribution and long-term population trends can befound in the works of Faaborg and Arendt (1985,1991),Faaborg and others (19841, Terborgh and Faaborg(1973), and Terborgh and others (1978).

Caribbean land birds have been captured with 6-, 9-,12-, and 18-m nets; net size depends upon the goals ofthe project and the source of the nets. Because thecapture efficiency for different sized birds varies withthe net mesh size (Pardieck and Waide 1992), it isimportant to consistently use the same mesh size for

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iL-_

Figure 3.-A field sketch map of territories of color-banded bananaquits (Coereba flaveola), inCayey, PR, on 11 March 1989. Letter code refers to color-band combinations (R. red; BZL.blue; Ba. black; W white; Y yellow; X. metal). Band code is read from top to bottom, leftto right, with bird facing the observer. Birds with the code -X are individuals with nocolor-bands and only a metal band on their left leg.

long-term studies. Generally, nets with a mesh of 30 or36 mm are used for small- to medium-sized songbirds.Nets can be set between two upright 3.0- to 3.7-m polesbraced with two nylon cords at each end. Metal electri-cal conduit tubes (1.3 cm in diameter) or polyvinylchloride tubes of the same diameter are readily avail-able in most building supply stores in the Caribbeanand can serve as net poles in areas where bamboo poles

are unavailable. Supporting cords can be tied to thebase of available shrubs or to stakes placed in theground. Before net placement, a 1.5 to 2.0-m wide stripof vegetation should be cleared along the length of thenet to prevent entanglement in the vegetation.

Nets are most effective in areas with no wind and lowlight levels and where the maximum vegetation heightis equal to or only slightly above the top of the net. Nets

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are less effective in forests with tall trees where canopydwellers are poorly represented in net samples. Thisproblem can sometimes be alleviated by use of netsstrung in the canopy, involving a complex of cords,pulleys, and poles to raise the nets high off the ground.However, in most instances, capture rates with canopynets are so low that it is rarely worth the effortrequired to set and operate them.

The most efficient means of operating nets is to placea line of nets end-to-end, so that each net shares a polewith the preceding net. These net lines can be placed onunused trails or abandoned roads that pass throughthe appropriate habitat. Nets placed on ridges, on hab-itat edges, near streams, or in mesic sites in dry hab-itats can have very high capture rates, but samples maynot be representative of uniform habitats. Nets shouldbe set up the afternoon before sampling and furled forthe evening. On the following morning, nets should beopened at the first sign of light and left for at least 6hours-and preferably until sundown-for 2 or 3 com-plete days to obtain an adequate sample. Nets placed inthe shade should be checked about every 30 minutesand at least once each hour. Nets should be checkedmore frequently during light showers and closed dur-ing heavy downpours. Nets in the sun in lowland areasshould be routinely checked and cleared of birds every10 minutes . The need for frequent net inspections andthe capture rate sets the limit on how many nets can besafely operated at a site. Generally, 2 experienced peo-ple can operate 10 to 12 full-length nets, assuming thatcapture rates are moderate and that only a smallamount of information is obtained from each capturedbird. However, nets require almost constant vigilancein areas with mongooses or feral cats.

The number of birds captured in mist nets decreaseswith time, primarily because birds learn where nets arelocated. Forest bird captures did not decrease whennetting intervals were spaced with nonnetting inter-vals of 2 to 3 weeks (Wunderle and others 1987). How-ever, this procedure may not work in other habitats andwith other species; biologists must first experiment todetermine the appropriate interval between nettingefforts.

Handling and Freeing Captured Birds. - Re-moving birds from mist nets is a fine art that requireshours of practice and is best learned from an experi-enced person. In fact, a beginner should not operatenets without supervision and assistance until he or shehas considerable experience in removing entangledbirds. The principal concern in netting should alwaysbe the life and health of the captured birds, and a nettershould never hesitate to close down nets and immedi-ately release birds when overwhelmed with numerouscaptures or severe weather conditions. The methodsused by most netters to remove birds have beendescribed by Bleitz (19701, Ralph (1967, 19881, andShreve (1965). Although several different removal

techniques have been recommended, the most widelyused method is that of Ralph and others (1993):

1. The first and most important step is to determinefrom which direction the bird entered the net. Thisrequires finding the opening of the pocket caused bythe weight of the bird.

2. Once the opening of the pocket is determined,move to the side in which the bird entered the net, andgrasp both tibiae- the tibia is the part of the legabove the bare tarsus. If the person removing the birdis right handed, both tibiae should be grasped with theleft hand, so that the fingers point towards the bird’shead. Both thumb and fingers should hold the tibiae asclose to the bird’s body as possible, leaving the righthand free to remove net strands from the entangledbird.

3. The process of disentanglement should begin bymaking certainthat all threads are pulled down and offthe tibiae and thighs below the heel joint (the promi-nent joint betw&n the tibia and tarsus). Note thatthreads can often be high up on the thigh at theflank.

4. Toes should be untangled by pulling strandsgently. A blunt probe, crochet hook, forceps, or pencilcan often be useful. Sometimes, if the heel joint isstraightened out, the bird’s toes will relax and releasethe netting. Toes can frequently be extracted by firstfreeing the opposable toe (the “thumb”) by slidingthreads over it and lifting it away from the other toes.Next, the other three toes should be straightened andthe netting slid over these toes, thereby freeing thefeet.

5. Once the feet have been freed, the bird should bepulled up and away from the net, still holding the legson the uppermost part of the tibiae. Pull the bird awayfrom the net creating a small amount of tension, sothat when wings and other body parts are freed, thenet pulls away from the bird. Next, the netting shouldbe removed from the bend of the wings by workingfrom the underside. Often a badly entangled wing canbe freed by carefully opening the wing and sliding thethreads off the wing. At this stage, it is useful to pullgently on any exposed threads to free them or to seewhere they are caught.

6. When the wings are freed, the head should bedisentangled by gently pulling threads from the neck,working from the back of the head forward. The billshould be secured by placing the thumb against the tipwhile pulling the net over the head.

7. In some species, particularly thrushes, thrashers,and woodpeckers, the tongue can be badly entangled inthe net. In this situation, the bird’s head should be heldbetween the index and second finger, while the thirdand fourth fingers and thumb can hold the net near theside of the mouth and relieve pressure on the tongue. Aprobe, such as a pencil, pointed twig, or crochet hookcan be manipulated with the free hand to remove the

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thread from behind the cleft of the tongue. Thismethod requires considerable skill, and until it is mas-tered, a small pair of scissors is useful. Often, justclipping a single strand of netting will free the tongue.

8. Birds that are badly entangled and in distress maybe extracted by use of a fine knife or scissors. If threadsare to be cut, first find the area with one layer ofnetting, or the area with the fewest layers. As fewthreads as possible should be cut, and the bird shouldbe pulled through the net. The bird should then beremoved from the net in the normal manner. Finally,check to see if any threads remain on the bird, particu-larly in its wings or bill.

9. Once removed from the net, birds should be placedin small cloth bags for transportation and temporaryholding at the processing site. Ideally, birds should eachbe placed in a separate holding bag, but small nonag-gressive species (e.g., warblers or grassquits) can beplaced together for short periods of time. It is better totemporarily “store” captured birds in suspended hold-ing bags in the shade rather than hanging in the nets,particularly when processing is delayed. To properlyhold a songbird in the hand requires that the bird’shead be held between the knuckles and base of thefingers so that its back rests firmly against the palm ofthe hand. Held properly in this manner the bird shouldbe unable to flap its wings, thereby reducing the risk ofinjury.

Banding. -If mist netting is used for survey work(e.g., to locate the habitat in which a particular speciesoccurs or is most abundant), then it may not be neces-sary to band the birds. In this case, simply cutting asmall portion of the end of a tail feather will suffice todiscriminate between new and recaptured birds duringa short netting session (1 to 4 days). It will also save thetime and effort required for banding, which would bewasted if a long-term study is not contemplated.Banding is useful only if it will answer a specific ques-tion and is not recommended as a routine practice.

Banding is essential for studying long-term survivalor for mapping territories at a later date. Banding andbanding supplies are tightly regulated by the U.S. Fishand Wildlife Service, and prospective banders arerequired to work with an established bander beforeobtaining a banding permit. Numbered aluminumbands and information on methods, equipment, andrecord-keeping can be obtained from the Bird BandingLaboratory, Office of Migratory Bird Management,U.S. Fish and Wildlife Service, Patuxent WildlifeResearch Center, Laurel, MD 20708, U.S.A. Informa-tion regarding banding supplies and equipment canalso be obtained from AVINET, Inc., P.O. Box 1103,Dryden, NY 13053-1103, U.S.A.

For most studies involving color-banded individuals,it is useful to use four bands (two on each leg), whichallows a variety of unique color combinations-threeplastic color-bands and a U.S. Fish and Wildlife Service

aluminum band. A simple code, which involves readingthe band combinations from top to bottom and left toright (with the bird facing the observer, starting withthe observer’s -not the bird’s -left) can be used. Forexample, the code RY-XW can be used to indicate anindividual with a red above a yellow band on the bird’sright leg and an aluminum band (X) above a whiteband on the bird’s left leg. Therefore, color type andposition, above or below as well as left or right, providemany unique band combinations. The colors red,yellow, blue, and white are easiest to distinguish in thefield.

Colored plastic coil bands are attached to the leg byplacing the outer end of the band next to the leg anduncoiling the band so that the inner end finally resideson the outside and helps hold the band in place.Although these bands rarely come off the bird, they dorequire practice to properly place them on the bird’sleg. A coat hanger Can be used to practice placing thecoil bands. High-quality coil bands of several differentsizes and colors that resist fading in the tropical suncan be obtained from AVINET, Inc. or the NationalBand & Tag Co., 721 York St., Newport, KY 41072,U.S.A. Split-ring plastic color-bands for land birds canbe obtained from A. C. Hughes, Ltd., 1 High Street,Hampton Hill, Middlesex TW12 1 NA, UK.

Record Keeping and Data Collection. -Recordsshould be kept of the location, size, type, and numberof nets and the hours and weather conditions duringwhich nets are open.

Capture rate per net hour has commonly been usedas a unit for standardizing netting effort. The net hourunit simply represents the product of the number ofstandard-sized nets that are open multiplied by thenumber of hours the nets are open. For instance, 1 netopen for 1 hour represents 1 net hour, whereas 10 netsopen for 2 hours represents 20 net hours of nettingeffort (assuming all nets are of equivalent size, usually12 m long). The total bird captures are divided by thetotal net hours, providing a capture rate per net hourthat enables comparison of captures obtained from dif-ferent netting efforts. It is often convenient to convertthe capture rate to 100 net hours, as opposed to havingto deal with decimal points of a bird! Unfortunately, formost resident species in the Caribbean, capturesdecrease with netting effort; therefore, capture per nethour is not a useful measurement of effort. For a dis-cussion of the appropriate measurement see Terborghand Faaborg (1973). The best way to solve this problem,at least when using mist netting for long-term monitor-ing purposes, is to standardize the number of nets, netplacement, hours of operation, and time when nets areopened and closed. For example, Faaborg and others(1984) have always used 3-day samples, usually with a16-net line, once a year for their long-term studies.

The date, location, species, and (if possible) sex andage should be recorded for each captured individual.

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Sex and age are important data, but unfortunately aredifficult to determine in many species due to the highlyvariable nature of size, plumage, and molt patterns ineach species. It is important to realize that it is notpossible to reliably sex, age, and/or identify all liveindividuals. In the Caribbean, in particular, reliablemethods for aging and sexing have not been determinedfor many species, and this subject represents an area inwhich Caribbean ornithologists could make major con-tributions. Thus, it is better to be cautious than inaccu-rate when determining age and sex, and there will bemany birds for which these determinations will remainunknown.

Aging Birds by Skull Ossification. -The bestmethod for aging songbirds is by determining theextent of ossification (defined below) in the postbreed-ing period (April through December in most Caribbeanhabitats). Unfortunately, the method allows the deter-mination of only two age classes -juvenile (hatchingyear) and adult (after hatching year).

e.

Figure 4. - llvo major patterns of skull ossif=ation proceeding froma very young bird with an urwssified skull (a) to a matureadult with a completely ossified skull (e) (adapted fromPyle and others 1987).

This method is based on the fact that, when a fledg-ling leaves the nest, the upper section of the skull(parietals and frontals) consists of only a single layer ofbone. However, as the fledgling matures (until 4 to 12months old, depending on the species) a second layer ofbone develops below the first layer. As this second layergrows, a series of tiny bone supports is produced (verymuch like the struts in an airplane wing), whichextends through the air space between the two layers.This process is called “ossification” or “pneumatiza-tion.” When these tiny bone supports are viewed fromabove, they appear as tiny white dots (ossified) on theskull surface in contrast to the unspotted (unossified)skull of a very young bird.

Although the progression pattern of ossificationvaries among species, two major patterns are evident(fig. 4). The peripheral ossification pattern is morecommon in small species, whereas the median line pat-tern is more common in large species. However, consid-erable individualsrariation exists, and in some specieseither pattern may occur. The speed at which thisprocess occurs varies among species. Unfortunately,the rate of ossification has not been studied in Carib-bean birds; therefore, it must be assumed (correctly orincorrectly) that patterns found in North Americanspecies are also typical of some Caribbean species. Inmost North American songbirds, the skulls of the ear-liest hatching-year birds (hatched in May through earlyJune) may be completely ossified by October or Novem-ber, but later hatching-year birds (hatched late Junethrough July) may not be completely ossified untilNovember, December, or January. This pattern appearsto apply generally to Caribbean birds, at least in Gre-nada and Puerto Rico. However, it is possible to findbirds with incompletely ossified skulls at any time ofthe year in the Caribbean.

To age birds by the extent of skull ossificationrequires that the observer first wet the feathers on topof the skull just behind the eyes. Then the feathersmust be carefully parted to allow an area of the skull tobe viewed through a small area of bare skin. For-tunately, the skin on the skull is very thin and almosttransparent. Thus, with sufficient light, one should beable to see the extent of ossification by moving the areaof bare skin over the skull. If the skin is thick on thecrown, it is often helpful to make the opening in thefeathers on the side of the skull or neck where the skinis more transparent. Unossified areas of the skull arepinkish and have no white dots (i.e., have no bonesupports), in contrast to the ossified areas with whitedots that may have an overall white, pinkish-white, orgray appearance.

The observer’s main goal is to locate areas withoutwhite dots (unossified), requiring that the bare wetskin be moved over much of the skull in search ofunossified regions. By moving the skin over the skullsurface, the observer should be able to differentiate

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between white dots on the skin (which move with theskin) and ossified white dots on the skull (which arestationary when the skin is moved). Except for theyoungest fledglings, at least some white dots should bepresent along the crown midline or the posterior baseof the skull (fig. 4). With “advanced” juveniles, theobserver must be careful to look for small unossified“windows” on the crown behind the eyes. Care shouldalways be taken to look for these small windowsbecause they are easy to miss. It is often useful tosketch the position and relative size of the unossifiedwindows on the data sheet or in the field notebook.These sketches can contribute to badly needed infor-mation on the development of aging criteria for Carib-bean species. Some Caribbean species, such asthrashers, may be difficult to age by skull conditionbecause fat on the skull makes it almost impossible tosee the skull.

Sex Determination. -Birds without sexual dif-ferences in size or plumage can usually be sexed by thepresence of either a brood patch (mostly females) orcloacal protuberance (males only) during the breedingperiod. The presence of a brood patch or cloacal pro-tuberance can generally be used to reliably identify theappropriate sex, whereas the absence of either struc-ture cannot be used to determine sex, particularly inthe Caribbean where breeding and nonbreeding indi-viduals of many species can be found at any time of theyear.

Brood Patch. -To transfer body heat effectively tothe eggs, females develop a highly vascularized, feather-less area on the lower breast and abdomen known as abrood or incubation patch. This enables her to place herbare skin directly on the eggs or young, thereby facili-tating heat transfer. Because females do most, if notall, of the incubation and brooding, they have the mosthighly developed brood patches. Thus, the presence of asubstantial brood patch indicates that an individual is afemale in most songbirds.

Brood patches begin to form with the loss of abdomi-nal down feathers, 3 to 5 days before the first eggs arelaid (Blake 1963). Afterwards, the blood vessels of thearea begin to expand, and fluid collects under the skingiving a puffy or swollen appearance, often describedas edematous (for the presence of an edema or fluidbuildup). Females with this edematous condition areactively incubating eggs or brooding newly hatchedyoung (fig. 5). However, once the nestlings leave thenest, a decrease in ‘vascularization and edema occurs,although the patch may remain defeathered for as longas a month or more (until the initiation of prebasicmolt). In this postbreeding condition, prior to molt, thefemale’s brood patch skin-often appears grayish andwrinkled. If the female begins another clutch, the pro-cess is repeated.

The brood patch can be located by blowing softly topart the feathers on the lower part of the breast andabdomen where the skin condition can be examined.

9 FULL BREEDING dPARTIAL BREEDING NONBREEDING

Figure 5. -Different stages of brood patch development (adapted fmm Pyle and others 1987).

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Care should be taken in looking for a brood patchbecause the unwary observer can be easily misled. Forexample, in hummingbirds and many juvenile song-birds, little or no down occurs on the abdomen. There-fore, they might initially look like females with a broodpatch; however, the abdomen is quite smooth with apink or red coloration. Also, males of some songbirdspecies (e.g., Myiarchus flycatchers, vireos, mimids,and a few others [Pyle and others 19871) will incubateor brood and partially develop a brood patch. However,in these cases, male brood patch development is usuallyincomplete, and may involve slight to moderate featherloss, vascularization, and swelling that rarely reachesthe extent developed by females of the same species.The following categories can be used for classifying thebrood patch condition:

1.

2.

3.

4.

No Brood Patch - Breast and abdomen with downfeathers or with traces of down feathers; skinsmooth and not puffy or wrinkled.Smooth Skin-Breast and abdomen with downfeathers missing; skin smooth and dark red.Edematous -Breast and abdomen without downfeathers and skin puffy or swollen with fluid andincreased vascularization evident; represents thepeak of incubation.Wrinkled-Breast and abdomen without feathersand skin not swollen; skin has a wrinkled or scalyappearance.

Cloaca1 Protuberance. -With the onset of breed-ing, male songbirds develop external cloaca1 pro-tuberances, or bulbs, which store sperm and facilitateits transfer during copulation. The protuberance is

usually apparent from several weeks to several monthsdepending on the species and the number of clutchesproduced during the breeding period. The pro-tuberance is absent in nonbreeding males.

The cloacal protuberance can be inspected by blow-ing the feathers apart in the vent region. A well-developed protuberance in the male forms at a rightangle to the abdomen and tends to be larger at the tipthan at the base (fig. 6). Although females may occa-sionally show a small protuberance or at least someswelling in the vent region, it rarely attains the size ofthe male protuberance. For instance, a female in breed-ing condition may have a swelling that forms a gradualslope on the abdomen (in contrast to the right angleformed in the male) ending with the cloacal openingdirected towards the tail. However, females in this con-dition are usually in full breeding condition with anactive brood patch.

With experie+, an observer should be able to iden-tify differences id,the size of the cloacal protuberancein the male and may wish to describe the size withsubjective categories (i.e., none, small, medium, large).

Molt. -Very little is known about the sequence andtiming of molt (feather replacement) in Caribbeanbirds, yet this information can be useful for determin-ing age and sex in many species. A common molt pat-tern in northern temperate songbirds and someCaribbean species involves two molts per year, justbefore and just after the reproductive period. Thesemolts produce two plumages, the basic plumage (non-breeding) and the alternate plumage (breeding). Themolts that bring about these plumages are the prebasic

a.

N O N B R E E D I N G

P A R T I A L B R E E D I N G

F U L L B R E E D I N G

b.

Figure 6. -Cloaca1 protuberances at different stages of development in songbirds: (a) a cloaca1proturberance at the peak of breeding (boxed); (b) different stages of cloaca1 protruberancedevelopment shown in profile (adapted f?om Pyle and others 1987).

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molt, which produces the basic plumage at the end ofthe breeding period, and the prealternate molt, whichproduces the alternate plumage at the end of the non-breeding period. All North American songbirds have aprebasic molt, whereas slightly over half have a pre-alternate molt. Whether this pattern exists for Carib-bean species remains to be documented.

Close inspection of a bird’s skin, made possible byblowing apart the body feathers, will indicate moltingfeathers by the presence of a cylindrical sheath aroundthe base of each new feather. The sheath surroundingthe molting feather is finally preened off when thefeather is fully mature. Thus, the documentation andquantification of body molt simply requires an evalua-tion of the extent and location of sheathed feathers on abird’s body.

The quantification of body molt usually involves asubjective evaluation of the amount of down or contourfeathers sheathed on the body, excluding the wings andtail. A simple three-category scale can be used to quan-tify this body molt as none, moderate, or heavy. How-ever, the molt of wing and tail feathers (designated asflight feathers) can be evaluated with more precisionbecause the pattern of flight feather molt is usuallysystematic. Also, it is usually easy to distinguishbetween new and old flight feathers on a molting indi-vidual. To understand and document the pattern offlight feather molt first requires knowledge of theterms used to describe and number these feathers.

Two major groups of flight feathers are recognized onthe wing (fig. 7), the primaries and the secondaries(“remiges”). The primaries are the long, outermostfeathers attached to the bones of the “hand” and arenumbered consecutively from the innermost at thebend of the wing (“wrist-joint”) outward to the end ofthe wing.’ Depending on the species, 9 or 10 primaryfeathers occur on the wing. Pyle and others (1987)summarize the songbirds with 9 and 10 primary feath-ers per wing. The pattern of primary molt proceeds onefeather at a time from the innermost primary (primarynumber 1) to the outermost primary (primary number9 or 10, depending on the species) and is symmetrical,occurring simultaneously at the same primary positionon both wings. Therefore, primary molt can be recordedby simply noting the primary feather number(s) miss-ing or growing during molt. However, care should betaken to check both wings because feathers are oftenaccidently lost and replaced by an adventitious molt,which is not symmetrical and obviously does not occurseasonally.

The secondaries are the long feathers, on the innerpart of the wing, attached to the skin covering the boneof the forearm (“ulna”). The secondaries are numberedin ascending order from the bend of the wing (wrist-joint) inward toward the body. Molting of the second-aries also follows this sequence, one feather at a time,except for the three innermost secondaries (“tertials”),which tend to be molted concurrently with the longer

(NEW,

GR C O V S

MID COVS \ A L U L A

PI0 (IF PRESEN

GROWING SS

Figure I. -An example of a wing during molt, with p indicatingprimary feather (pp forprimaries), s forsecondary feather (ss for secondaries), terts for tertials. In this example, primary number 6

and secondary number 3 are molting (adapted from Pyle and others 1987).

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secondaries. As with the molt of the primaries, molt ofsecondaries can be recorded by noting the number ofthe molting secondary feather, with a check to see if themolt is symmetrical.

The tail feathers (“r-e&rices”) are numbered in pairs,beginning with the innermost pair (designated as num-ber 1) and proceeding outward in both directions tonumber 5 or number 6, depending on the species. Inother words, the numbering is symmetrical from theinnermost pair of feathers ascending to the outermostfeathers. The pattern of tail molt varies among species,with the innermost (number 1) feathers sometimesmolting simultaneously with the body molt in somejuveniles. The remaining rectrices molt symmetricallyfrom the innermost (number 2) to the outermost feath-ers (number 5 or number 6). Tail molt can be quantifiedby recording the number of the molting feather.

In summary, molting can be recorded by evaluatingthe extent and amount of molting feathers on the bodyand the feather number of the molting flight feathers.More details on molting and its quantification can befound in Ginn and Melville (1983). Not only is basicinformation needed on molt patterns by age and sex formany Caribbean species, but information on the timingof molt will contribute to the understanding of theannual cycle of the bird species, as demonstrated in theJamaican _avifauna by Diamond (1974).

Body Fat. -An evaluation of the amount of body faton a bird can provide an indication of the bird’s condi-tion. Low fat levels may reveal periods of stress, lowfood supplies, and other conditions that indicate theviability of an individual. Fat levels vary most in migra-tory species and are at their highest levels just beforemigration. Fat, when present, is visibly deposited in theabdomen and the furcula (“wishbone”). Fat depositscan range in color from orange white, yellow white, tooff white and generally contrast with the deep red ofthe pectoral muscle or the dark-colored viscera of theabdomen.

Fat in the furcula region can be inspected by partingthe feathers in the region where the neck protrudesfrom the body. A depression (furcular or interclavicularregion) is formed between the attachments of thebreast (pectoralis) muscles to the furculum and thecoracoids, forming a “V” running toward the spinalcord. Fat in this region can be subjectively ranked intocategories from some to a lot. A scale of 0 to 4 isadequate for most Caribbean birds, which would mod-ify the fat categories as described in Ralph and others(1993) (table 3).

Other Measurements. -A diversity of measure-ments can be made from captured birds as described indetail by Pyle and others (1987) and summarized infigures 8 through 11. Some measurements can beespecially valuable in helping to determine the age orsex of certain species. For example, in many birds, themales of a particular population will tend to be larger

Table 3.-F& categories for Caribbean birds (adapted from Ralphand others [1993])

Fat Class Furculum Abdomen

0 No fat, region concave No fat

1 Trace of fat in scattered None or a trace ofpatches, region deeply fatconcave, furculum less than5 percent tilled

2 Thin layer of fat, furculum Trace or thin layerless than 33 percent tilled of fat

3 Fat in small patches, Small patches offurculum 50 percent tilled fat, not covering

some areas

4 Fat level with clavicles, Covering pad offurculum 66 percent filled fat, slightly

mounded

5 Ftegior&ightly bulging Region wellmounded

than females of that population. Thus, measurementsof wing length, tarsal length, and weight can be quiteuseful. When these measurements are included withestimates of fat, the body size of the bird can help toprovide an indication of its health.

It is important that measurements be taken in astandardized way, particularly when used to determinethe age and sex of individuals. Weight is probably thesimplest measurement and can be taken with a Pesolaespring scale and a light cloth bag of known weight forholding the bird while suspended. For other standardmeasurements, refer to either Svensson (1984) or Pyleand others 0987); at least one of these publicationsshould be a standard part of all netting and bandingkits, even in the Caribbean.

‘Ihpe-Recorded Playback

To attract quiet or secretive species, it is often usefulto play a tape-recording of their songs or call notes inthe appropriate habitat. This technique is particularlyvaluable for counting a particular rare species. Thetape-recorded playback can be combined with pointcounts or transects, although censuses that use play-back cannot be compared with censuses that do not useplayback. One simple playback design involves playing atape of the vocalizations at the natural rate for 5 min-utes followed by 5 minutes of silence in which indi-viduals are counted. This technique could be used ateach individual point count or while walking slowly ona transect. If playbacks are done in a consistent man-ner, they can be used for both survey and monitoringpurposes because they provide an index of abundance(but not an actual measurement of density). In theCaribbean, tape playback has been used to survey the

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a.

b. WING CHORD FLATTENED WING

Figure 8. -Methods of measuring wing length: a. an appropriate hold for obtaining the measurement; b. twodifferent techniques for obtaining wing measurements (wing chord on left; flattened wing on right).The wing chord is the most commonly used measurement (adapted from Pyle and others 1987).

Figure 9. -An accepted method of measuring the tail involves insert-ing a ruler between the central tail features (rectrices) andguiding the ruler up against the body surface to obtainthe maximum reading of tail length (adapted from Pyleand others 1987).

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Figure lO.-The culmen and exposed c&men are two standard measures for bill length The culmen (a.) ismeasured from the anterior end of the nostril to the end of the bill, whereas the exposed culmen (b.)is measured from the edge of the feathering at the base of the bill to the bill tip (adapted from Pyleand others 1987).

Figure 11. -Ends of the tarsus used to obtain a measurement oftarsal length, which is best done with calipers (adaptedfrom Pyle and others 1987).

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distribution of the endemic Grenada dove, Leptotila_wellsi, (Blockstein 1988) and to assess the populationsof several endemic bird species on Jamaica in the after-math of a major hurricane warty 1991).

Playback can often be used to capture territorialbirds. For example, a portable speaker can be placedbeneath a net and used to attract an individual into thenet. This method requires a speaker attached to a longcable that runs to a tape recorder operated by a hiddenobserver several meters from the net. As described byHolmes and Sherry (1989), the method was very effec-tive for capturing wintering migrants in Jamaica.

‘Iape-recorded songs of many Caribbean species canbe obtained from the acoustical lab of the Cornell Labo-ratory of Ornithology, 159 Sapsucker Woods Road,Ithaca, NY 14850, U.S.A. (telephone 607-254-2441)Information and equipment for field recordings andplayback can be obtained from Saul Mineroff Elec-tronics, Inc., 946 Downing Road, Valley Stream, NY11580, U.S.A. (telephone 516-825-4702X

LITERATURE CITED

Askins, Robert A.; Ewert, David N. 1991. Impact ofHurricane Hugo on bird populations in VirginIslands National Park. Biotropica. 23: 481-487.

Baillie, S.R.; Green, R.E.; Boddy, M.; Buckland, S.T.1986. An evaluation of the constant efforts sitesscheme. Hertshire, UK: British Trust for Ornithol-ogy; report of the constant effort sites review groupto the ringing committee of the British Trust forOrnithology. [Number of pages unknown].

Blake, C. 1963. The brood patch. Eastern Bird BandingAssociation Workshop Manual. 2: 8-9.

Bleitz, D. 1970. Mist nets and their use. Inland BirdBanding News. 42: 1-15.

Blockstein, David. 1988. ‘lwo endangered birds of Gre-nada, West Indies. Caribbean Journal of Science. 24:127-136.

Burnham, K.P.; Anderson, D.R.; Laake, J.L. 1980.Estimation of density from line transect sampling ofbiological populations. Wildlife Monographs. 72: l-202.

Collar, N.J.; Andrew, P. 1988. Birds to watch. ICBPTech. Pub. No. 8. Cambridge, UK. Page Brothers(Norwich), Ltd. 303 p.

Cox, George W.; Ricklefs, Robert E. 1977. Species diver-sity and ecological release in Caribbean land birdfaunas. Oikos. 28: 113-122.

Cruz, Alexander; Delannoy, Carlos A. 1984. Ecology ofthe elfin woods warbler (Dendmica angelae). 1: Dis-tribution, habitat usage, and population densities.Caribbean Journal of Science. 20: 89-96.

Diamond, Anthony W. 1974. Annual cycles in Jamaicanforest birds. Journal of Zoology. 173: 277-301.

Emlen, John T. 1971. Population densities of birdsderived from transect counts. Auk. 88: 323-342.

Emlen, John T. 1977a. Land bird communities ofGrand Bahama Island: The structure and dynamicsof an avifauna. Ornithological Monographs. 24: l-129.

Emlen, John T. 1977b. Estimating breeding seasonbird densities from transect counts. Auk. 94: 455-468.

Faaborg, John R.; Arendt, Wayne J. 1985. Wildlifeassessments in the Caribbean. Rio Piedras, PR: U.S.Department of Agriculture, Forest Service, South-ern Forest Experiment Station, Institute of TropicalForestry. 220 p.

Faaborg, John R.; Arendt, Wayne J. 1991. Long-termdeclines in winter resident warblers in a PuertoRican dry forest. American Birds. 43: 1,226-1,230.

Faaborg, John R;. Arendt, Wayne J.; Kaiser, Mark S.1984. Rainfall correlates of bird population fluctua-tions in a Puertu. Rican dry forest. The Wilson Bul-letin. 96: 575-593.

Ginn, H.B.; Melville, D.S. 1983. Moult in birds. GuideNo. 19. Hertfordshire, UK: British Trust forOrnithology. 26 p.

Holmes, Richard T.; Sherry, Thomas W.; Reitsma,Leonard. 1989. Population structure, territorialityand overwinter survival of two migrant warbler spe-cies in Jamaica. Condor. 91: 545-561.

Hutto, Richard L.; Pletschet, Sandra M.; Hendricks,Paul. 1986. A fured-radius point count method fornonbreeding and breeding season use. Auk. 103:593-602.

Lack, David. 1976. Island biology. Cambridge, UK:Cambridge University Press. 445 p.

Lack, David; Lack, Andrew. 1973. Birds on Grenada.Ibis. 115: 53-59.

Lack, David; Lack, Edward; Lack, Paul; Lack, Andrew.1973. Birds on St. Vincent. Ibis. 115: 46-52.

Manuwal, David A.; Carey, Andrew B. 1991. Methodsfor measuring populations of small, diurnal forestbirds. Gen. Tech. Rep. PNW-278. Portland, OR: U.S.Department of Agriculture, Forest Service, PacificNorthwest Research Station. 23 p.

Pardieck, Keith; Waide, Robert B. 1992. Mesh size as afactor in avian community studies using mist nets.Journal of Field Ornithology. 63: 250-255.

Pashley, David N.; Martin, Robert P. 1988. The contri-bution of Christmas bird counts to knowledge of thewinter distribution of migratory warblers in theNeotropics. American Birds. 42: 1,164-1,176.

Pyle, Peter; Howell, Steve N.G.; Yunick, Robert P.;DeSante, David F. 1987. Identification guide toNorth American Passerines. Bolinas, CA: SlateCreek Press. [Number of pages unknown].

Ralph, C. John. 1967. Taking data at a banding station.In: Western bird-banding workshop manual.Bolinas, CA: Western Bird-banding Association,

20

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Point Reyes Bird Observatory. [Number of pagesunknownl.

Ralph, C. John. 1988. A brief guide to banding birds.In: Western bird-banding Association workshopmanual. Arcata, CA: Western Bird-Banding Associa-tion, Humboldt Bay Bird Observatory. [Number of

pages unknown].Ralph, C. John; Geupel, Geoffrey R.; Pyle, Peter [and

others]. 119931. Field methods for monitoring land-birds. Portland, OR: U.S. Department of Agricul-ture, Forest Service, Pacific Northwest ResearchStation. 41 p.

Recher, Harold F. 1970. Population density and sea-sonal changes of the avifauna in a tropical forestbefore and after gamma irradiation. In: Odum, H.T.;Pigeon, R.F., eds. A tropical rainforest. Springfield,VA: U.S. Department of Commerce, National Tech-nical Information Services: E69-E93.

Reynolds, R.T.; Scott, J.M.; Nussbaum, R.A. 1980. Avariable circular-plot method for estimating birdnumbers. Condor. 82: 309-313.

Rivera-Milan, Frank F. 1992. Distribution and relativeabundance patterns of Columbids in Puerto Rico.Condor. 94: 224-238.

Shreve, A. 1965. Preventing net casualties. EasternBird Banding Association Workshop Manual. 4: l-22.

Snyder, Noel F.R.; Wiley, James W.; C.B. Kepler, Cam-eron B. 1987. The parrots of Luquillo: natural his-tory and conservation of the Puerto Rican Parrot.Los Angeles: Western Foundation of VertebrateZoology. 384 p.

Svensson, L. 1984. Identification guide to EuropeanPasserines. Stockholm: Svensson. 279 p.

Terborgh, John; Faaborg, John. 1973. Turnover andecological release in the avifauna of Mona Island,Puerto Rico. Auk. 90: 759-779.

Terborgh, John; Faaborg, John; Brockmann, Jane.1978. Island colonization by Lesser Antillean birds.Auk. 95: 59-72.

Varty, Nigel. 1991. The status and conservation ofJamaica’s threatened and endemic forest avifauna

and their habitats following Hurricane Gilbert. BirdConservation International. 1: 135-151.

Verner, Jared. 1985. Assessment of counting tech-niques. Current Ornithology. 2: 247-302.

Vilella, F.; Zwank, P.J. 1987. Density and distributionof the Puerto Rican Nightjar in the Guayanilla Hills.Caribbean Journal of Science. 23: 238-242.

Waide, Robert B. 1991. The effect of Hurricane Hugoon bird populations in the Luquillo ExperimentalForest. Biotropica. 23: 475-480.

Waide, Robert B.; Narins, Peter M. 1988. Tropical for-est bird counts and the effect of sound attenuation.Auk. 105: 296-302.

Wauer, Roland H.; Wunderle, Joseph M., Jr. 1992. Theeffect of Hurricane Hugo on bird populations on St.Croix, U.S. Virgin Islands. The Wilson Bulletin. 104:656-669.

Wunderle, Joseph M., Jr. 1985. An ecological com-parison of the avifauna of Grenada and Tobago,West Indies. The Wilson Bulletin. 97: 356-365.

Wunderle, Joseph M., Jr. 1992. Sexual habitat segrega-tion in wintering black-throated blue warblers inPuerto Rico. In: Hagan, J.; Johnston, D.P., eds. Ecol-ogy and conservation of NeotropicaI migrant land-birds. Washington, DC: Smithsonian Institution:299307.

Wunderle, Joseph M., Jr.; Diaz, Ariel; Velasquez, Iris;Scharron, Rafael. 1987. Forest openings and the dis-tribution of understory birds in a Puerto Rican rain-forest. The Wilson Bulletin. 99: 22-37.

Wunderle, Joseph M., Jr.; Lodge, D. Jean; Waide,Robert B. 1992. The short-term effects of HurricaneGilbert on terrestrial bird populations on Jamaica.Auk. 109: 148-166.

FOR FURTHER INFORMATION

Publications cited here are part of the library collec-tion at the International Institute of Tropical Forestry,U.S. Department of Agriculture, Forest Service, CallBox 25000, Rio Piedras, PR 00928-2500, U.S.A.

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Appendix

Examples of field data sheets are shown for fxed-raduis point count (25 m), striptransects (25 m on each side of transect), and banding data.

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FIXED-RADIUS POINT COUNT DATA SHEET

Date Location Weather

Observer

SpeciesT i m e T i m e T i m e T i m e125m >25m 125m >25m 125m >25m 125m >25m

c

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STRIP TRANSECT DATA SHEET

Date Location Weather

Observer

Species

Transect # _LengthTime

I125m >25m

T r a n s e c t #LengthTime

(25m >25m

Transect # _LengthTime125m ~25

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BANDING REDXD - Mividual Species

Scientific Name

CbrmnName

BandNumber’ Color Can. Aqe !3ex Winq

lkmtion

'Ihi1 7k.rs.i Bill Wqt. Fat MoltII Date

*

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Wunderle, Joseph M., Jr. 1994. Census methods for Caribbean landbirds. Gen. Tech. Rep. SO-98. New Orleans, LA: U.S. Department ofAgriculture, Forest Service, Southern Forest Experiment Station.26 p.

Various census methods for Caribbean land birds are presented. Themethod used depends upon the objective of the study. For most studiesof Caribbean land birds, the fured-radius point count method is recom-mended.

Keywords: Color-banding, mist netting, point counts, populations, spotmapping, territory mapping, transects.

The use of trade, firm, or corporation names, or suggested suppliers of mate-rials, in this paper is for the information and convenience of the reader. Such usedoes not constitute official endorsement or approval by the U.S. Department ofAgriculture of any product or service to the exclusion of others that may beavailable.

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.

The United States Department of Agriculture (USDA) prohibits discrimina-tion in its programs on the basis of race, color, national origin, sex, religion, age,disability, political beliefs, and marital or familial status. (Not all prohibited basesapply to all programs.) Persons with disabilities who require alternative means forcommunication of program information (braille, large print, audiotape, etc.)should contact the USDA Office of Communications at (202) 720-5881 (voice) or(202) 720-7808 (TDD).

To file a complaint, write the Secretary of Agriculture, U.S. Department ofAgriculture, Washington, D.C. 20250, or call (202) 720-7327 (voice) or (202)720-l 127 (TDD). USDA is an equal employment opportunity employer.

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