Combining passive acoustic data from a towed hydrophone array with visual line transect data to estimate abundance and availability bias of sperm whales (Physeter macrocephalus).

Visual line transect (VLT) surveys are central to the monitoring and study of marine mammals. However, for cryptic species such as deep diving cetaceans VLT surveys alone suffer from problems of low sample sizes and availability bias where animals below the surface are not available to be detected. The advent of passive acoustic monitoring (PAM) technology offers important opportunities to observe deep diving cetaceans but statistical challenges remain particularly when trying to integrate VLT and PAM data. Herein, we present a general framework to combine these data streams to estimate abundance when both surveys are conducted simultaneously. Secondarily, our approach can also be used to derive an estimate of availability bias. We outline three methods that vary in complexity and data requirements which are (1) a simple distance sampling (DS) method that treats the two datasets independently (DS-DS Method), (2) a fully integrated approach that applies a capture-mark recapture (CMR) analysis to the PAM data (CMR-DS Method) and (3) a hybrid approach that requires only a subset of the PAM CMR data (Hybrid Method). To evaluate their performance, we use simulations based on known diving and vocalizing behavior of sperm whales (Physeter macrocephalus). As a case study, we applied the Hybrid Method to data from a shipboard survey of sperm whales and compared estimates to a VLT only analysis. Simulation results demonstrated that the CMR-DS Method and Hybrid Method reduced bias by >90% for both abundance and availability bias in comparison to the simpler DS -DS Method. Overall, the CMR-DS Method was the least biased and most precise. For the case study, our application of the Hybrid Method to the sperm whale dataset produced estimates of abundance and availability bias that were comparable to estimates from the VLT only analysis but with considerably higher precision. Integrating multiple sources of data is an important goal with clear benefits. As a step towards that goal we have developed a novel framework. Results from this study are promising although challenges still remain. Future work may focus on applying this method to other deep-diving species and comparing the proposed method to other statistical approaches that aim to combine information from multiple data sources.

Extending density surface models to include multiple and double-observer survey data.

Spatial models of density and abundance are widely used in both ecological research (e.g., to study habitat use) and wildlife management (e.g., for population monitoring and environmental impact assessment). Increasingly, modellers are tasked with integrating data from multiple sources, collected via different observation processes. Distance sampling is an efficient and widely used survey and analysis technique. Within this framework, observation processes are modelled via detection functions. We seek to take multiple data sources and fit them in a single spatial model. Density surface models (DSMs) are a two-stage approach: first accounting for detectability via distance sampling methods, then modelling distribution via a generalized additive model. However, current software and theory does not address the issue of multiple data sources. We extend the DSM approach to accommodate data from multiple surveys, collected via conventional distance sampling, double-observer distance sampling (used to account for incomplete detection at zero distance) and strip transects. Variance propagation ensures that uncertainty is correctly accounted for in final estimates of abundance. Methods described here are implemented in the dsm R package. We briefly analyse two datasets to illustrate these new developments. Our new methodology enables data from multiple distance sampling surveys of different types to be treated in a single spatial model, enabling more robust abundance estimation, potentially over wider geographical or temporal domains.

Developing and assessing a density surface model in a Bayesian hierarchical framework with a focus on uncertainty: insights from simulations and an application to fin whales (Balaenoptera physalus).

Density surface models (DSMs) are an important tool in the conservation and management of cetaceans. Most previous applications of DSMs have adopted a two-step approach to model fitting (hereafter referred to as the Two-Stage Method), whereby detection probabilities are first estimated using distance sampling detection functions and subsequently used as an offset when fitting a density-habitat model. Although variance propagation techniques have recently become available for the Two-Stage Method, most previous applications have not propagated detection probability uncertainty into final density estimates. In this paper, we describe an alternative approach for fitting DSMs based on Bayesian hierarchical inference (hereafter referred to as the Bayesian Method), which is a natural framework for simultaneously propagating multiple sources of uncertainty into final estimates. Our framework includes (1) a mark-recapture distance sampling observation model that can accommodate two team line transect data, (2) an informed prior for the probability a group of animals is at the surface and available for detection (i.e. surface availability) (3) a density-habitat model incorporating spatial smoothers and (4) a flexible compound Poisson-gamma model for count data that incorporates overdispersion and zero-inflation. We evaluate our method and compare its performance to the Two-Stage Method with simulations and an application to line transect data of fin whales (Balaenoptera physalus) off the east coast of the USA. Simulations showed that both methods had low bias (<1.5%) and confidence interval coverage close to the nominal 95% rate when variance was propagated from the first step. Results from the fin whale analysis showed that density estimates and predicted distribution patterns were largely similar among methods; however, the coefficient of variation of the final abundance estimate more than doubled (0.14 vs 0.31) when detection variance was correctly propagated into final estimates. An analysis of the variance components demonstrated that overall detectability as well as surface availability contributed substantial amounts of variance in the final abundance estimates whereas uncertainty in mean group size contributed a negligible amount. Our method provides a Bayesian alternative to DSMs that incorporates much of the flexibility available in the Two-Stage Method. In addition, these results demonstrate the degree to which uncertainty can be underestimated if certain components of a DSM are assumed fixed.

Robust estimates of environmental effects on population vital rates: an integrated capture-recapture model of seasonal brook trout growth, survival and movement in a stream network.

Modelling the effects of environmental change on populations is a key challenge for ecologists, particularly as the pace of change increases. Currently, modelling efforts are limited by difficulties in establishing robust relationships between environmental drivers and population responses. We developed an integrated capture-recapture state-space model to estimate the effects of two key environmental drivers (stream flow and temperature) on demographic rates (body growth, movement and survival) using a long-term (11 years), high-resolution (individually tagged, sampled seasonally) data set of brook trout (Salvelinus fontinalis) from four sites in a stream network. Our integrated model provides an effective context within which to estimate environmental driver effects because it takes full advantage of data by estimating (latent) state values for missing observations, because it propagates uncertainty among model components and because it accounts for the major demographic rates and interactions that contribute to annual survival. We found that stream flow and temperature had strong effects on brook trout demography. Some effects, such as reduction in survival associated with low stream flow and high temperature during the summer season, were consistent across sites and age classes, suggesting that they may serve as robust indicators of vulnerability to environmental change. Other survival effects varied across ages, sites and seasons, indicating that flow and temperature may not be the primary drivers of survival in those cases. Flow and temperature also affected body growth rates; these responses were consistent across sites but differed dramatically between age classes and seasons. Finally, we found that tributary and mainstem sites responded differently to variation in flow and temperature. Annual survival (combination of survival and body growth across seasons) was insensitive to body growth and was most sensitive to flow (positive) and temperature (negative) in the summer and fall. These observations, combined with our ability to estimate the occurrence, magnitude and direction of fish movement between these habitat types, indicated that heterogeneity in response may provide a mechanism providing potential resilience to environmental change. Given that the challenges we faced in our study are likely to be common to many intensive data sets, the integrated modelling approach could be generally applicable and useful.