I conducted 5 repeat surveys of breeding birds. I conducted 3 point count surveys on all of the sites, and on a subset of sites I conducted 2 more intensive surveys within the detection area of the point counts. The intensive surveys were used to establish the breeding status and nesting habits for species detected on point counts. Given the intensive nature of the sampling, my sample sizes are modest: 35 sites the first year and 49 the second year.
The season is closed and occupancy is defined as use. That is, the species was encountered at a site during the sampling period at least once. Although surveys were not conducted simultaneously, all surveys occurred during the period of closure. The surveys employed standardized protocols and are independent among methods and replicates.
I established breeding status independent of the point count surveys. I counted a species as breeding if I confirmed the presence of reproductive activity (RA) during nest searches. For species in which I saw no evidence of RA at a site, I classified them as undetermined (because these could be non-breeders, breeders on the periphery of their territories, or breeders that we missed). The overall probability of detecting reproductive activity, p(RA), was 1 – (1-delta)^2 >0.86 for each species in multi-state models.
Using breeding status as a state variable in models of point count detectability (confirmed breeder = 1, undetermined = 0), I found that the probability of detecting the species at a site was very low (p <0.15) when breeding status = 0. Often the probability of detecting confirmed breeders was quite high (p >0.7 or >0.95 over three surveys).
There are two possible interpretations:
1) Confirmed breeders are more detectable than undetermined individuals within the same area; therefore the probability of detecting an individual with undetermined breeding status that is present during the survey is much lower than a breeder.
2) Confirmed breeders are more detectable because they are more likely to use the point count detection area during all three surveys when their nests/fledglings are also within the PC detection area. Undetermined individuals are not present and undetected; instead they are less likely to present in all three surveys. (Note: this could be the case for failed breeders also, but we did not evaluate nest success).
Based on the independently conducted point counts and nest searches, I believe it is the latter. Overall, 89% of all of single observations during nest searches (in which the species was observed in only one of the two surveys) were of lone adults, usually males (63%). It makes sense that males without active nests/fledglings within the detection area are less likely to be present in all of the surveys.
Consequence: there is non-random movement in and out of the detection area based on breeding status during the period of closure. Thus, there is a potential that overall occupancy (use) estimates will be inflated, and uncertainty will be high for one group relative to the other. How non-random it is depends on how many of these undetermined individuals fall into the breeding versus non-breeding categories. This is something I cannot evaluate directly. However, I know the proportion of plots where I detected common species and also evidence of breeding activity, was > 0.50 for all but two species.
Currently, I am taking two approaches to the modeling of ψ-hat. First, I am analyzing the relationship between presence and habitat covariates without accounting for the putative breeding status of the individuals. Second, I am including only known breeders in the models. This is making a difference in the effects of covariates on parameter estimates for some species and not for others. So, there is some evidence that there is bias resulting from using all of the observations versus just those of confirmed breeders. Given the low detectability of the individuals of undetermined breeding status, there is not much I can do with this data separately.
I find this all very interesting, but also a bit vexing. It has added a whole level of complexity to the interpretation of detectability (especially given the +10 number of species I am working with). I should add that this is an a posteriori exploratory analysis. I implemented this study long before I was introduced to occupancy modeling but my study design allows this kind of analytical approach. The impetus to do these analyses came from the low availability of some common species during point counts that I knew to be breeding within the PC detection area.
I am seeking the thoughts of people conducting similar analyses, or who are interested in this issue.