Volunteer's Handbook

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Introduction

As Utah's population increases and development occurs, the need for an understanding of breeding birds in each Utah habitat becomes more important. There is a pressing need for an organized, complete atlas of breeding birds in Utah state. Since Utah is quite large, the amount of work needed to accomplish an atlas is too large to be done without the assistance of volunteer birders.

It is expected the effort will take 4 to 5 years and will require the assistance of 200 to 300 experienced birders.

Since it is not possible to survey the entire state, a statistical sampling of the state will be done, taking 8% to 10% of the land area, divided into 3 mile by 3 mile squares. Volunteers select one or more squares annually and visit them 3 or 4 times during the breeding season, searching for all breeding birds and recording their sightings.

The sightings recorded will be summarized and mapped to produce the Utah Breeding Bird Atlas.

Breeding Bird Atlas

A Breeding Bird Atlas is a compendium of breeding information covering every species known to breed within the state, containing a map of the distribution of breeding bird sightings with a written description for each bird species within the state. The atlas, when completed will be printed for distribution and use throughout the state, and the base data will be available for computer analysis.

Approximately 240 species are thought to breed and rear young within Utah. The purpose of the survey is to provide positive proof of breeding and give an indication of the bird's density in the various Utah habitats.

Utah Breeding Bird Atlas Project

An Atlas of Utah County will be started in 2003 as an experiment to determine the best ways to survey the State. The Utah County Birders, along with other interested birders, will coordinate the local effort. Robin Tuck will be the Atlas Chairman for Utah County, although additional Coordinators may be selected to help manage the work. An Internet site has been set up for this experiment, at www.utahnature.com/bbs/home.php.

Survey Squares

Utah has been divided into squares based on the USGS 7.5 Minute Quadrangle Topographic Maps, which are divided into 6 equal parts. The "squares" are 3 minutes and 45 seconds wide and two minutes and thirty seconds high, which, at Utah's longitude turns out to be approximately 3.25 miles wide and 2.87 miles high.

There are 1541 Quadrangle maps covering Utah, yielding over 9000 squares. Squares were chosen using a 'stratified random' approach, yielding about 960 squares to survey. Quadrangle maps not wholly within the state were not selected.

The quadrangle maps are numbered left to right, top to bottom across the state. Each square within a quadrangle was also numbered left to right, top to bottom, from 1 to 6. All the squares are in the square database whether selected or not to allow "casual" sightings to be reported. Should a square be unsuitable for surveying for some good reason, a nearby square can be substituted. Excessive squares in over-sampled habitats may be dropped from the list.

Additional square types may be defined in the future to gather data that might otherwise be missed by depending on the selection procedure defined above.

Survey Procedures

Qualified volunteers will select a square from the list of approved squares and ‘reserve' it for themselves. Alternate squares may be substituted if approved by the Atlas Chairman. A volunteer should reserve no more than 3 squares in a single year, depending on how much time they can devote to the survey.

The volunteer will download and print, or obtain from their local chair person, the square information, survey forms and Volunteers Handbook.

If the square chosen contains private land, the volunteer must obtain permission before entering the property. If permission cannot be obtained, surveying the square should be deferred and the reason given to the local Atlas Coordinator.

Based upon the habitat types within the square, the volunteer should study beforehand what birds might be expected to nest within it.

Next, the volunteer will plan to visit each reserved square 3 to 4 times during the breeding season, visiting it early, mid-season and late, with an optional, but strongly encouraged night-time visit searching for nocturnal birds.

The volunteer should visit their square(s) early in the morning when the birds are most active. Since most of the squares are away from population centers, volunteers should not visit their squares alone, but should have at least one other person accompany them. Be sure to make proper preparations and inform a responsible person of the expected itinerary and return time.

The geographic coordinates for each square will be provided to each volunteer, but in some instances, it will be difficult to know for a certainty where the square boundaries are. In these cases, the volunteer should become familiar with the operation of a GPS and use one during the survey. The use of GPS devices for reporting sighting locations is strongly encouraged.

A square can be thought of as a large tic-tac-toe board, with nine small squares, each being almost a square mile, which are numbered from 1 to 9. If the square consists of a single habitat type, survey points should be close to the center of small squares 1, 3, 5, 7 and 9. If lines were to be drawn from survey point to survey point, it would resemble a large ‘Z'. Of course, the survey points can be surveyed in any order convenient. For statistical purposes, it is desirable that all squares be sampled in the same manner, however, minor variations in the survey point placement is permitted. The desired survey points are specified on in the Square Information packet that will be received when the square is assigned to the volunteer. Additional survey points may bre added by the volunteer to cover the different habitat types in the square.

The observer should visit each survey point each time the square is visited, if possible, surveying the area around it. If the survey point is poorly situated, it can be adjusted by up to 500 feet, with the exact location being recorded. A survey point can be thought of as a large circle instead of an exact point in the ground, allowing the observer to move reasonable distances.

Significant birds or birds demonstrating higher levels of breeding behavior that are encountered while moving from survey point to survey point should be recorded. Each survey point location and habitat type should be recorded.

The birds will be seen with various behaviors, some of which indicate "probable breeding" while others behaviors indicate confirmed breeding. Record the behavior observed with the highest level of breeding confirmation.

The surveys should be conducted in the early morning hours, when the birds are the most visible. One of the trips to the square should be done at night, looking for nocturnal species. Trips to the square should be separated by at least a week. Visits should start at the beginning of the breeding season when the birds are establishing territories, then continue regularly until the young have fledged and left the nest. The actual dates will depend on the habitat and elevation of the square.

All birds seen are to be counted and recorded with their behavior on the official forms for later computer entry. Unusual or out-of-place species should have the exact sighting location recorded and have a picture taken if possible.

Following each survey, the volunteer will enter their sighting data into the survey database using any computer connected to the Internet. This should be done soon after the survey while the trip is fresh in mind.

How to find birds

The following guidelines will ensure finding the birds that are present:

  • Pick a good location in a clearing or elevated overlook.
  • Visit in the early morning when the birds are most active.
  • Sit, look and listen, being attentive to every move.
  • Take a chair for comfort.
  • Be still for a time to allow the birds to get used to your presence.
  • If you are with your vehicle, use it as a blind.
  • Return to the same survey points each visit.
  • Do not disrupt or interfere with the birds normal activities.
  • Use of recordings may be used to assist in finding owls.
Becoming a Registered Volunteer

Qualified birders should be familiar with most birds believed to nest in the habitats they have chosen to survey. Registrations may be made in person with an area coordinator or on-line at the Breeding Bird Atlas web page (currently http://www.utahnature.com/bbs/home.php). A birder must be registered before they can select a square to survey. (Question: should birders pay for the privilege to participate?)

Select a Survey Square

Squares can be selected on-line from the Breeding Bird Atlas web page, or in person from an area coordinator. Square assignment is not finalized until approved by the Breeding Bird Atlas Region chairman, at which time an email (or ground mail) will be sent to the birder containing the square information.

Birders should select squares in the order of their preference. Squares will normally be assigned on a ‘first come, first served' basis, but no guarantees can be made that a birder will be assigned their first choice. Actual assignment will be made based on an assessment of the birders physical capabilities, ie. A birder who cannot walk large distances will be given squares not requiring walking.

Once a square is assigned to a birder, that square is ‘their's' for that year. If the birder fails to adequately survey the square, they may be reassigned the same square the next year to complete, or it may be assigned to another birder. Once a square is surveyed, it will not (normally) be revisited.

Square Data

When a square is assigned to a birder, they will be sent, either electronically or by mail, detail information about the square, including GPS boundary coordinates and a printed topographic map. The birder may purchase additional maps as desired.

The Square information will include:

  • Square number
  • USGS 7.5 Minute Quad map name
  • Square bounding rectangle
    • top latitude
    • bottom latitude
    • left longitude
    • right longitude
  • Survey points (5) with longitude and latitude.
Casual observations

Significant sightings of breeding behavior may be recorded in the breeding bird database wherever they are found within the state, regardless of the location if they are observed by competent birders. Such observations are called ‘casual observations' and require the casual observation form to be submitted to the Atlas Chairman or a regional coordinator. A copy of the casual observation form is attached.

Habitat Codes

RIPARIAN WETLANDS
LR Lowland Riparian Lowland Riparian habitat occurs generally lower than 5,500 ft in elevation and consists primarily of Fremont cottonwood dominant landscapes with varying densities of shrubby understory vegetation.
MR Mountain Riparian Mountain riparian occurs generally above 5,500 ft in elevation and consists primarily of narrowleaf cottonwood and thinleaf alder dominant landscapes with varying densities of shrubby understory vegetation.
WL Wetlands Wetland habitat consists primarily of low elevation marsh and Wetland areas (5,500 ft).
WM Wet Meadow Wet Meadow habitat consists of water saturated meadows containing mostly grasses and sedges at elevations ranging from approximately 3,300 - 9,800 ft.
SHRUBLANDS
SS Shrubsteppe Shrubsteppe habitat consists primarily of sagebrush communities with a variety of associated shrubs and grass species.
MS Mountain Shrub Mountain Shrub habitat in Utah consists primarily of mountain mahogany and Gambel oak communities, or Rocky Mountain maple dominant landscapes which are often associated with various other higher elevation shrubs within conifer forests at 3,300 - 9,800 ft elevation.
HD High Desert Scrub High Desert Scrub consists primarily of greasewood, Atriplex, and halogeton dominant landscapes associated with various grasses, forbes, and other shrubs (primarily sagebrush) at 2,200 - 10,300 ft elevation.
LD Low Desert Scrub Low Desert Scrub habitat consists primarily of black brush and creosote dominant landscapes associated with various other warm desert shrubs at 2,200 - 6,000 ft elevation.
NO Northern Oak Northern Oak habitat in Utah consists of one oak type, Gambel oak, with associated maples and sagebrush.
DO Desert Oak Deseret Oak habitat in Utah consists of Gambel oak, shrub live-oak, and shinnery oak, and related hybrid forms (wavyleaf oak and shrub live-oak) co-occurring with various shrubs. Desert Oak communities are limited in distribution to Emery, Garfield, Grand, Kane, San Juan, Washington, and Wayne counties at elevations ranging from 2,700 - 7,000 ft.
GRASSLAND
GL Grassland Grassland communities consist of perennial and annual grasses/forbes. The predominant elevations at which Grassland habitat occurs is approximately 2,200 - 9,000 ft.
AL Alpine Alpine (high elevation tundra) habitat consist of primarily sedges and some grasses at elevations above 9000 ft.
FOREST
SA Sub-Alpine Conifer Sub-Alpine Conifer in Utah and consists primarily of Engelmann spruce and/or subalpine fir dominant communities occurring between 6,000 - 11,200 ft elevation. Associated forested habitats occurring within Sub-Alpine Conifer vary with that range of elevation.
MC Mixed Conifer Mixed Conifer habitat in Utah consisting primarily of Douglas and white fir dominant communities occurring primarily between 5,000 - 10,000 ft elevation.
PP Ponderosa Pine Ponderosa Pine forests in Utah occur between 5,200 - 8,700 ft elevation. Habitat diversity changes according to elevation within Ponderosa Pine forests both in terms of shrub composition in the understory and association with other tree species.
LP Lodgepole Pine Lodgepole Pine habitat occurs between 6,000 - 11,300 ft elevation. Lodgepole Pine is the most common conifer in the Uinta Mountains, and within (8,000 - 11,000 ft elevation, lodgepole habitat becomes mixed with either blue spruce or subalpine fir, depending upon location.
PJ Pinyon-Juniper Pinyon-Juniper represents the second-most common habitat within Utah between approximately 2,700 - 11,000 ft elevation. However, community composition varies considerably with elevation within this broad statewide band.
AS Aspen Aspen occurs in all Utah counties within elevations between 5,600 - 10,500 ft.
ADDITIONAL HABITAT CATEGORIES
W Water Water habitat consists of natural lakes, streams and rivers, and man-made reservoirs.
R Rock Rock habitats consist of rock outcrops and rock dominant landscapes throughout all elevations.
P Playa The Playa habitat category consists of the Barrens and Pickleweed Barrens habitat types at 4,200 ft elevation or below.
AG Agriculture The agricultural features include pastureland, hay fields, row crops (mostly corn, wheat, barley, and other cereal grains) and orchards with their adjacent margins and irrigation canals.
U Urban The urban habitat category refers to metropolitan areas, cities, towns, and landscapes developed mainly for residential and industrial purposes.
Behavior Codes
Observed
O A non-breeder or migrant (male or female) observed or heard between June 1 and July 31 does not suggest breeding, regardless of habitat. Use this code for species observed in unlikely breeding habitat, out of their normal breeding range, flying over, or with no indication of breeding. This code applies to vultures or raptors flying over, to ducks summering on an urban pond with no breeding habitat, or a heron foraging when no heronry exists in the block. This code records the presence of the species but does not suggest breeding.
Possible
X A male or female observed in possible suitable nesting habitat within safe dates suggests possible breeding. Note that many species do not have safe dates. Thus, this code can only be used for some species.
S Singing male detected once in possible suitable nesting habitat indicates possible breeding. If you hear a male of the same species in the same location on another visit determine if code T applies.
Probable
M Multiple singing or territorial birds of a species detected within a block on one day indicates probable breeding. This code is the lowest level of evidence that a species is probably breeding in the block. Observation of a minimum of seven singing individuals is needed. Use this code only for remote blocks were only one visit can reasonably be made during any given year. If more than one visit to the block can be made, code T should be evaluated for use.
P Pair (male and female) observed in suitable nesting habitat when apparently holding a territory suggests probable breeding. This code is used when it is fairly certain that a mated pair of birds has been observed. Note that two birds of the same species observed together are not always a pair, especially when males and females look alike. In sexually monomorphic species, behavior may indicate a pair.
T Territory establishment can be based on a singing male observed on at least two different days a week or more apart in the same location. Such repeated observations are a good indication that a bird has taken up residence. Chasing of other birds of the same species often marks a territory and should be recorded using code T. One male American Robin chasing another falls under this code, as would two male owls hooting at each other from opposite sides of a canyon. Caution should be used for some species such as raptors and hummingbirds since they exhibit territorial behaviors in defense of feeding areas and favorite perches while wintering and migrating.
C Courtship behavior or copulation indicates probable breeding. This code includes courtship displays and food exchanges. Prairie-chickens seen dancing on a lek, hummingbird courtship flights, and the bill tilt or topple-over display of cowbirds would fit this code. Use this code cautiously for ducks and grebes since they often court during migration. For bird banders, this code should be used for females with a brood patch or males with a cloacal protuberance.
N Visiting a probable nest-site indicates probable breeding when no further breeding evidence is obtained. This code is especially useful for cavity nesters and shrub-nesting species that fly into the same locations and disappear repeatedly. Repeated use of the same probable nest-site must be observed.
A Agitated behavior or anxiety calls heard from an adult suggests probable breeding. This behavior suggests the probable presence of a nest or young nearby. Do not include agitation that you induce by "pishing" or using taped calls. A goshawk that calls in a distressed fashion falls into this category. If the goshawk swoops at you, you upgrade to the confirmed breeding code DD.
B Nest building by wrens (Cactus, Bewick's, House, and Marsh), Verdins, or excavation of holes by woodpeckers indicates probable breeding. In Verdins and some species of wrens, unmated males will build nests to attract females. Thus, nests built by these species do not confirm breeding. Also, woodpeckers usually excavate one nest hole and other holes for roosting. Thus, excavation does not confirm breeding in woodpeckers.
Confirmed
NM Birds observed carrying nesting material (e.g. sticks, hair, grass, mud, cobwebs) confirms breeding. This applies for all species except for some species of wrens (Cactus, Bewick's, House, March) and Verdins.
NB Nest building at the actual nest site by all except woodpeckers, Verdins, and wrens, confirms breeding.
PE Physiological evidence of breeding (i.e., highly vascularized incubation (brood) patch or egg in oviduct) based on a bird in hand confirms breeding for bird banders only.
DD Distraction display or injury feigning for defense of an unknown nest or young confirms breeding. This code is used if an adult bird is seen trying to lead people away from a nest or young. A Killdeer giving a "broken wing" act fits this code. The difference between this code and agitated behavior is that the adult bird puts its own life in danger with a distraction display.
UN A used nest confirms breeding. Caution: This must be carefully identified if it is to be used, and requires a written verification form. Some nests such as those of orioles are persistent and characteristic, but others are more difficult to identify. Be sure that the nest was used during the atlas period. Do not use this code for species that build multiple nests in a breeding season, such as Verdins and Cactus Wrens. Do not collect nests because some species roost in them all year and it is also illegal to collect nests or eggs without a permit.
FL Recently fledged young (of altricial species) or downy young (of precocial species such as galliformes, shorebirds or waterfowl) confirm breeding. Fledged young should be incapable of sustained flight. This code does not apply to mobile immatures. This code should be used with caution for species such as starlings and swallows that may move relatively great distances soon after fledging. Use of this code should be used only for recently fledged passerines in the natal areas that are still dependent on parents. A young cowbird begging for food confirms both the cowbird and the host species. If feeding of young by adults is observed use code FY.
ON Adults entering or leaving a nest site in circumstances indicating an occupied nest confirms breeding. This code is not generally used for open-cup nesting birds, unless the nests are high above the ground and the contents cannot be seen. This code should be used mainly for cavity nesting birds that enter a hole and remain inside, leave a hole after having been inside for some time, or for adults that exchange occupancy of a cavity.
FS An adult observed carrying a fecal sac confirms breeding. Many passerine adults keep their nests clean by carrying away membranous, white fecal sacs.
FY Feeding young, carrying food for young, or feeding recently fledged young confirms breeding. Be especially careful on the edge of a block. Some birds, such as birds of prey, continue to feed their young long after they've fledged and may move considerable distances. Some birds, such as Common Ravens, may carry food long distances to young in a neighboring block. Also, care should be taken to avoid confusion with courtship feeding, code C.
NE A nest with egg(s), undisturbed nest with a bird in incubation posture, or eggshells found below the nest confirms breeding. Finding a cowbird egg in a nest is coded NE for both the cowbird and the host. Be careful not to disturb the vicinity of any nests.
NY A nest with young seen or heard confirms breeding. The presence of a cowbird young is coded NY for both cowbird and host species. Caution must be used in approaching nest sites to minimize disturbance. Most confirmations can be accomplished without locating actual nests (Robbins 1981).
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