Geology Reports⌕ Search
Home/Archive/USGS

USGS · 5224604

Designing occupancy studies: General advice and allocating survey effort

Darryl I. MacKenzie·J. Andrew Royle
View original source ↗Export metadata ↓

Abstract

1. The fraction of sampling units in a landscape where a target species is present (occu pancy) is an extensively used concept in ecology. Yet in many applications the species will not always be detected in a sampling unit even when present, resulting in biased estimates of occupancy. Given that sampling units are surveyed repeatedly within a r elatively short timeframe, a number of similar methods have now been developed to provide unbiased occupancy estimates. However, practical guidance on the efficient design of occupancy studies has been lacking. 2. In this paper we comment on a number of general issues related to designing occu pancy studies, including the need for clear objectives that are explicitly linked to science or management, selection of sampling units, timing of repeat surveys and allocation of survey effort. Advice on the number of repeat surveys per sampling unit is considered in terms of the variance of the occupancy estimator, for three possible study designs. 3. We r ecommend that sampling units should be surveyed a minimum of three times w hen detection probability is high (> 0·5 survey − 1 ), unless a removal design is used. 4. We f ound that an optimal removal design will generally be the most efficient, but we suggest it may be less robust to assumption violations than a standard design. 5. Our results suggest that for a rare species it is more efficient to survey more sampling units less intensively, while for a common species fewer sampling units should be surveyed more intensively. 6. Synthesis and applications . Reliable inferences can only result from quality data. To ma ke the best use of logistical resources, study objectives must be clearly defined; sampling units must be selected, and repeated surveys timed appropriately; and a sufficient n umber of repeated surveys must be conducted. Failure to do so may compromise the integrity of the study. The guidance given here on study design issues is particularly a pplicable to studies of species occurrence and distribution, habitat selection and modelling, metapopulation studies and monitoring programmes.

Explore related subjects

Journal of Applied EcologyArticle

Keep this discovery

Explore connections, maps & timelines

BibTeXRIS

Darryl I. MacKenzie, J. Andrew Royle. 2005-11-23. Designing occupancy studies: General advice and allocating survey effort. https://doi.org/10.1111/j.1365-2664.2005.01098.x

Cite the original work for its findings. Save a collection to share your selection of sources.

KEEP EXPLORING

Related USGS reports

USGS2026

Solar energy development selectively filters avian taxonomic and functional diversity across a perennial agricultural landscape

Solar energy is rapidly expanding across agricultural landscapes, yet its consequences for avian communities remain poorly understood, particularly among heterogeneous land-use matrices. In 2024 and 2025, we surveyed birds across 107 sites in New York State, including conventional solar arrays with mowing or sheep grazing to manage vegetation, solar-adjacent working lands (e.g. hayfields, pastures) and reference working lands independently located from solar arrays. We integrated diversity metrics across four trait dimensions—taxonomic, morphological, ecological and conservation status—and examined interactions between species-level abundance and traits to understand avian community responses to solar energy development. Avian species in solar sites tended to be common, non-migratory (in behaviour and wing morphology) and associated with shrubland or forest. Compared to reference working lands, bird communities in solar and solar-adjacent sites were less taxonomically diverse and were composed of fewer declining and range-restricted species. However, solar and solar-adjacent sites retained comparable diversity of intrinsic traits, suggesting that ecological function may persist despite apparent species filtering and functional reshuffling. While solar energy development can support avian communities with unique functional signatures, our findings suggest that conventional solar arrays sited on agricultural working lands in New York maintain low bird diversity and are unlikely to support conservation-priority species—such as grassland birds characterized by declining populations, migratory tendencies and open-habitat dependence. Synthesis and applications . Our study provides a pathway to leverage functional diversity to quantitatively characterize solar-associated avian communities and the ecological mechanisms that shape them. Our results suggest that meeting biodiversity conservation goals while achieving solar energy targets requires ecologically informed siting and processes, particularly across regions in which co-prioritization of conservation, agriculture and energy presents sustainability trade-offs.

New York↗
USGS2026

Predictability creates vulnerability: Long-term acoustic telemetry reveals hidden threat windows for endangered Atlantic sturgeon

1.Individual movement strategies govern access to important habitats but can expose certain animals to spatially and temporally variable threats, producing consistent, phenotype-specific differences in risk. For endangered Atlantic sturgeon ( Acipenser oxyrinchu s), migration timing shapes exposure risk to vessel strikes, dredging activity, and shifting estuarine conditions, yet management to minimize exposure to these threats is predominantly based on population-average patterns of river occupancy. 2. We analysed a decade of acoustic telemetry data from 195 Atlantic sturgeon in the Hudson River to quantify individual variation in migration timing. We clustered individuals into distinct behavioural phenotypes and evaluated the consistency of these phenotypes across years to determine whether certain individuals may be present in spatiotemporal areas that are not represented in current conservation frameworks. 3. Results identified two persistent phenotypes: the short-residency phenotype exhibiting synchronized occupancy typical of the prescribed Atlantic sturgeon spawning run and an extended-residency group that migrates into the river later, displays prolonged river occupancy and diffuse outmigration into the fall. Extended-residency individuals were last detected approximately 88 days after short-residency individuals and occupied habitats downriver of the presumed spawning grounds, extending the period of sturgeon presence into riverine habitats outside the current spatiotemporal area of conservation focus. 4. Individual phenotypic membership was repeatable across nearly a decade, indicating that these behaviours reflect stable, consistent phenotypes rather than stochastic variation. 5. Synthesis and applications . Our results reveal persistent intrapopulation movement diversity in the largest remaining Atlantic sturgeon population and highlight predictable periods during which a unique phenotype may experience disproportionate exposure to in-river threats. These findings indicate that environmental reviews, permitting decisions and seasonal work windows may benefit from incorporating phenotype-specific occupancy patterns and percentile-based estimates of river residency rather than relying solely on historical spawning dates or population averages. Expanding telemetry and monitoring designs to include broader spatial and seasonal sampling may further improve detection of overlooked movement strategies and reduce potential biases in demographic and habitat use assessments. More broadly, recognizing behavioural diversity in recovery planning may provide a more complete basis for evaluating habitat use, threat exposure, and conservation priorities across sturgeon populations.

New York↗
USGS2026

Testing the efficacy of industrial mitigation measures for caribou in the Arctic

1. Mitigation measures are commonly employed to reduce the negative effects of industrial development on wildlife but are not often evaluated for their efficacy. For example, oil fields in the Arctic typically incorporate design features intended to increase permeability for migratory, barren-ground caribou ( Rangifer tarandus) , even though there is limited empirical evidence of the effectiveness of some of these features. 2. Given expected increases in energy development in the North American Arctic, we examined whether two mitigation measures commonly used for migratory caribou, elevating pipelines and separating roads and pipelines, were effective at increasing the probability caribou would cross infrastructure. 3. We conducted our investigation on adult female caribou in the Central Arctic Herd of Alaska during summer, analyzing movement data from telemetry collars (2015-2020) in conjunction with spatial data on oil field infrastructure. To evaluate whether caribou would cross infrastructure as a function of the mitigation measures, we employed a generalized additive modeling framework capable of detecting non-linear and threshold responses. 4. We found that caribou were more likely to cross a pipeline when the nearest pipeline was elevated (≥1.9-m), a result that supports current mitigation recommendations. We also found that caribou were more likely to cross both a road and pipeline when they were directly adjacent to one another, as opposed to being spatially separated, a result that contradicts recommended mitigation strategies. 5. Synthesis and applications . As new energy projects are designed and implemented in environments around the globe, it is important to ensure that mitigation efforts for wildlife are scientifically validated for their efficacy. In the North American Arctic, such efforts will be critical for minimizing the impacts of expanding industrial development on migratory caribou and on the human communities that rely on them for subsistence.

Alaska↗