Capstone Survey

Birdwatching Fundamentals

Course 1 · Chapter 10 · Capstone Survey: Your First Local Survey

This last chapter introduces no new facts from outside sources. It asks you to use what the earlier chapters set out, planning a small survey of a local place, running it carefully and writing it up so someone else could repeat it. Every step points back to the chapter it comes from; the survey design itself is my own suggestion and should be adapted to your place and any scheme you join (check).

Step 1: Choose a Patch

Birdwatching Fundamentals 6 suggested a small place visited often, such as a park, a stretch of shoreline or a garden. Choose one you can reach easily and safely, and list its habitats. Check whether you need permission to be there (Birdwatching Fundamentals 7: respect private property).

Step 2: Prepare Your Kit

ItemFromUse
BinocularsBirdwatching Fundamentals 2Finding and identifying birds; a pair with 7× to 10× magnification is typical for hand-held use
Field guideBirdwatching Fundamentals 2Narrowing down look-alikes
Notebook and pencilBirdwatching Fundamentals 8Recording every entry
Optional scope and tripodBirdwatching Fundamentals 2Distant water birds

Step 3: Fix Your Method

Write down your rules before you start, as a project would (Birdwatching Fundamentals 9): the same route, the same start time and duration, and the same counting rules each visit. A simple scheme is a one-hour walk, once a month, counting every bird you can identify by sight or sound (Birdwatching Fundamentals 8 and 5), with the largest number seen at once for each species. Decide in advance what you will do with birds you cannot identify (record them as unknown, per Birdwatching Fundamentals 4).

Choose what to ask A survey is stronger if it asks a question: Which birds visit the feeder in winter? When do the first migrants return (Birdwatching Fundamentals 6)? Does the pond hold different birds in each season? The examples are mine.

Step 4: Run It

  • Arrive at the same hour, preferably early in the morning (Birdwatching Fundamentals 5 notes that the dawn chorus is most noticeable in spring, in temperate countries).
  • Use the five-step method (Birdwatching Fundamentals 4): impression, size and shape, field marks, behaviour and habitat, sound.
  • Keep your distance from nests, do not use playback, and move quietly (Birdwatching Fundamentals 7).
  • Record date, time, weather, and the birds, with numbers and whether each was seen or heard.

Step 5: Write It Up

For each visit, write the date, the conditions, the species list and numbers, and a note on anything unusual. After several visits, make a table of species against months, as the sample below shows. The numbers are made up to show the layout, not real observations.

SpeciesJanFebMarNotes
Species A453Seen at the feeder
Species B016Returning migrant?
Species C200Winter visitor?
Reading the sample table Species A totals 12 over the three months (4 + 5 + 3), Species B 7 (0 + 1 + 6) and Species C 2 (2 + 0 + 0), 21 in all. Species B rising from 0 to 6 might suggest an arrival in spring, and Species C might be a winter visitor, but three visits are far too few to be sure. Keeping the survey going for a full year (Birdwatching Fundamentals 6) is what would test those guesses.

Step 6: Share It

If you submit your checklists to an online scheme, submit complete lists (Birdwatching Fundamentals 8), and think before revealing the exact location of a sensitive species (Birdwatching Fundamentals 7). A local group or national organisation may also welcome a year's records (my suggestion; check).

What the survey cannot show A single person's survey of one small place shows what you found there, not what the wider bird population is doing. Volunteer data has strengths and limits (Birdwatching Fundamentals 9), and the same limits apply to yours.

Not Yet Verified, and Sources

  • Sources. This chapter draws only on the earlier chapters, whose own sources and caveats apply. No new web sources were read.
  • My own. The survey design, the table of made-up numbers and the advice to share records (check).
  • Carried forward. The earlier chapters' "(check)" items still stand, including unconfirmed record totals and the sources read only in part.

Exercises

Exercise 1

Choose a patch and write a one-page survey plan: the place and its habitats, the dates and times, the counting rules, how you will handle unidentified birds, and the question your survey asks.

Exercise 2

Run one visit following your plan and write up the entry. Then calculate the total number of birds counted and the number of species, and say what you would change in the plan for the next visit.

Exercise 3

Using the sample table, work out the monthly total for January, February and March (all species added together), and say which month had the highest total. Then list three reasons why three months of data from one patch cannot show a trend.

Course complete You now have the whole sequence: what the hobby is, the kit, the bird's parts, a method for naming birds, sound, habitats and seasons, field ethics, records and lists, citizen science, and a survey of your own. Keep the notebook going.

Quick Reference

  • Plan: patch, kit, fixed method, a question
  • Run: same route and time, five-step method, ethical distance
  • Record: date, time, weather, species, numbers, seen or heard
  • Share: complete lists; think about sensitive locations
  • Limits: one patch cannot show a wider trend
  • Check: survey design, sharing advice