Design of distance sampling surveys

Author

Centre for Research into Ecological and Environmental Modelling
University of St Andrews

Modified

November 2024

Design of distance sampling surveys

Systematic parallel line aerial survey of marine mammals in St Andrews Bay

Reviewing the data

File:Bell Rock Lighthouse.jpg Open the project archived in StAndrews.zip. This project contains the survey region for an aerial survey of porpoise, common dolphins and seals in and around St Andrews bay. (For locals: the nearer St Andrews bay region has been extended in an easterly direction out past Bell Rock, as there are some pockets of deeper water out there that are of interest with regard to the distribution of cetaceans. The survey region has a chunk missing due to a no-fly zone around Buddo Ness, just below Carnoustie). To take a look at the survey region create a new map in the Maps tab and add the layer StAndrews to the map.

The small survey plane permits a total flight time of approximately 250 km (excluding the flight time to and from the landing strip in Fife Ness, just down the coast). A systematic line sampling design is going to be used. The design should maximise the amount of on effort surveying time whilst ensuring that the constraint of 250 km total effort (including off effort transit time between sampler lines) is achieved. The aim of this exercise, therefore, is to decide on a systematic line spacing that gives about 200 km on-effort trackline with the total trackline length constrained to 250 km. To do this create a number of systematic line sampling designs with different line spacings, generate the design statistics for these designs and then the statistics for the total trackline length to the on-effort trackline length for different designs.

Before proceeding to the design stage you need to generate a coverage grid layer, as this will be needed to generate design statistics.

Generate a coverage grid layer

To generate a coverage grid layer click on the Data tab of the Project Browser and then the Create New Data Layer button (5th from left). Enter “Grid5” as your Layer Name and set the Parent Layer to “StAndrews” and the Layer Type to “Coverage”. You should now be able to click on the Properties… button. In the Grid Properties that pops up set the “Distance between grid points” to 5 and the “Units of distance” to “Kilometre”. (This is too far apart for estimating probabiltiy of coverage, but we know coverage is even for this design, so choosing a wide spacing makes the simulations run faster.) Once you press OK you should proceed to add the grid points to the layer. This may take a few moments.

Now create and generate a couple of designs with a spacing of your choice (some suggested spacings include 4.5, 5, 5.5 and 6 km)

Creating a new design

Click on the Designs tab of the Project Browser and then the New Design button. Rename your “New Design” something like “systematic line test” and then click the Show Details button to open the Design Details window. Select the “Line” sampler and set the design class to “Systematic Random Sampling”. Click the Properties button to set the following properties for this design:

  • On the General Properties tab under Stratum layer, the StAndrews stratum layer should be selected. Under Design coordinate system, the design coordinate system should be “Non-earth referenced”. (The data have already been projected from the OSGB 1936 geo-coordinate system using the transverse mercator projection)
  • In the Effort Allocation tab, under Edge Sampling select the “Minus” option. In the “Allocation by stratum” section set the Line length units to be Kilometres. Make sure the “Update effort in real time” check box is ticked. As there is only one survey stratum it does not matter whether the “Same effort for all strata” check box is ticked or not. Click the “Systematic line spacing” radio button and enter the line spacing in the “Spacing” column of the table. When you enter a 5 km spacing for instance the “Length” column should then read 226.203 and the “Samplers” column 8. The accuracy of this approximation of on-effort line length and total number of line samplers depends on the shape of the survey region, but should at least give you some indication of what to expect.
  • In the Sampler tab, select Kilometre for the line sampler width units. Set the truncation width to 2 km.
  • Lastly, in the Coverage Probability tab, click on “Estimate by simulation” and enter 100 as the number of simulations. This is too few to give accurate coverage probabilities, but sufficient for the on-effort and total trackline length statistics. Under grid layer, choose previously created “Grid 5”. Make sure the Grid field name is the same as your design name.

Click OK to close the Design Properties window and return to the design details.

Design statistics

For each design run Distance generates multiple simulated surveys and uses these to work out the statistics for on-effort and total trackline length. Run your designs and in the Design Details Results tab that opens review the statistics to decide on suitable systematic line spacing.

Automated generation of new surveys

To see an example survey, go back to the Design Details window for your selected design click Run again this time choosing the “Generate a new Survey” option. The second page of the survey results displays a map of the survey region with the systematic lines superimposed. You can add this map to the Map browser and manipulate it there by clicking on the 6th button on the Survey map results page.

Point Transect Bird Survey in Tentsmuir Forest

Exericse objective

Design a point transect survey looking at songbird abundance in Tentsmuir Forest so that separate estimates of abundance can be obtained for the two strata.

Tenstsmuir Forest is a mature pine forest located on the east coast of Scotland ~10km north of St Andrews. The western area of Tentsmuir around Morton Lochs is of special interest in this study as this part of the forest forms part of the Tentsmuir National Nature Reserve. This study region has therefore been divided into two stratum, the first is the main part of the forest and the second is the area of forest adjacent to Morton Lochs.

The Distance for Windows project

A shapefile of the study area has been inserted into the project Tentsmuir.zip. Your task is to design a survey that places point transect effort into the two strata. Download and open the project and create a map of the study area using the Maps tab adding the Region layer; see if you can locate the boundary between the strata.

Coverage

Set up a coverage grid. A coverage grid is a grid of regularly spaced points and is used to assess whether each point in the survey region is equally likely to sampled. The coverage grid needs to be created before the coverage can be evaluated

To generate a coverage grid layer click on the Data tab of the Project Browser and then the Create New Data Layer button (5th from left). Enter “coverage” as your Layer Name and set the Parent Layer to “Study Area” and the Layer Type to “Coverage”. You should now be able to click on the Properties… button. In the Grid Properties specify the approximate number of grid points to be 1000 Once you press OK you should proceed to add the grid points to the layer. This may take a few moments.

Design

Set up a systematic point transect design. We will assume that we have sufficient resources to survey 40 point transects. As the Morton Lochs stratum is of special interest we will give it higher coverage. We will therefore explicitly allocate 25 samplers to the main stratum and 15 to the Morton Lochs stratum (note that the area of the Morton Lochs stratum is much small than the main stratum). If we wanted to allocate the same effort to both stratum we could provide the samplers argument with the single value of 40 and it would divide the effort equally between the strata. We will leave the design angle as 0 and set the truncation distance to 100 m. We will use minus sampling at the edges.

Click on the Designs tab of the Project Browser and then the New Design button. Rename your “New Design” something like “systematic line test” and then click the Show Details button to open the Design Details window. Select the “Point” sampler and set the design class to “Systematic Grid Sampling”. Click the Properties button to set the following properties for this design:

  • On the General Properties tab under Stratum layer, the Region stratum layer should be selected. Under Design coordinate system, you will see the study area has been projected using Albers Equal Angle projection.
  • In the Effort Allocation tab, under Edge Sampling select the “Minus” option. In the “Allocation by stratum”, you will specify your unequal coverage design, which will produce a greater proportional coverage of the Morton Lochs stratum compared to the Main Stratum.
    • Ensure the “Same effort for all strata” is not checked
    • Request 25 of the 40 point transects be placed in the “Main” stratum and the remaining 15 transects in the relatively small (but important) Morton Lochs stratum.
  • In the “Sampler” tab, specify a detection radius of 100 in units of Meter
  • Move to “Coverage Probability” tab and specify that coverage probability is to be “estimated by simulation”. Specify 1000 replicates of the survey design for the purpose of assessing coverage probabilities.
  • That concludes specification of the design. Press the “Run” button to generate the coverage probability statistics.
Question:
  • What are the analysis implications of a design with unequal coverage?

Assessing Coverage and Design Statistics

Examining the output from the coverage simulation you just created, assess how - variable the number of samplers and average coverage between replicate surveys and - coverage varies spatially to assess the magnitude of edge effects.

Questions:
  • What is the minimum number of samplers you will achieve in each strata?
  • Is this sufficient to complete separate analyses in each stratum?
Questions:
  • Does it appear that there is even coverage within each strata?
    • As there is such a difference in the range of coverage scores between strata you may need to plot each strata individually.

Generate a Survey

Having completed your assessment of coverage properties of your design and determining the coverage is suitable for your study objectives, generate a single survey from this design and plot it inside the survey region to check what it looks like.

Return to the design you generated, and again press the “Run” button. However, this time when presented with the dialogue box at right, choose the second option “Create new Survey and generate a new sample data layer”

Examine the survey information, viewing the green tab.

For both strata Main and Morton Lochs you will see the number of point transects placed, the vertical and horizontal spacing between points and the proportion of the strata receiving sampling effort (based upon 100m truncation distance at each point).

The final two pages of output show the placement of point transects for the given survey realisation in map form and also the coordinates (in degrees latitude/longitude) of the point stations. These values can be downloaded into handheld GPS units for the field crew to navigate to each station.

Questions:
  • What spacing was used in each strata to try and achieve the desired number of samplers?
  • Did your survey achieve exactly the number of samplers you requested?
  • How much does coverage differ between the two strata for this realisation?