Kit and Optics

Birdwatching Fundamentals

Course 1 · Chapter 2 · Kit and Optics: Seeing Further

Birdwatching Fundamentals 1 listed the basic kit. This chapter looks at the three items that cost the most thought: binoculars, a spotting scope and a field guide. The most useful skill is reading the two numbers printed on a pair of binoculars, such as 8×42, and knowing what they trade off against each other.

Reading the Numbers

According to Wikipedia's Binoculars article, in a description such as 8×42 the first number is the magnification and the second is the diameter of the objective lens in millimetres. The article says the objective diameter "determines the resolution (sharpness) and how much light can be gathered", so a larger objective gives a brighter, sharper image at the same magnification and quality. The cost of a larger objective is weight: the article says a 40–45 mm objective works better in low light but makes a heavier binocular than a 30–35 mm one.

Magnification

The first number. The article says 7× to 10× is typical for hand-held use, because higher powers need steadier support.

Objective diameter

The second number, in mm. Bigger gathers more light but weighs more.

Field of view

Per the article, in general inversely proportional to magnification: more zoom, narrower view, harder to find a moving bird.

Exit Pupil

The article defines the exit pupil as the objective diameter divided by the magnifying power, and says an exit pupil matching the eye's pupil (about 7 mm at night, about 3 mm in daylight) makes the best use of the light. Applying the formula by hand:

BinocularCalculationExit pupil
8×4242 ÷ 85.25 mm
10×4242 ÷ 104.2 mm
10×5050 ÷ 105 mm
Why 8×42 is popular (my reasoning, check) The 8×42 has the largest exit pupil of the three above, so it is a good fit when light is dim, and at 8× it is steadier than the 10× pair. Whether it is the best choice for any one person depends on how they watch; the article gives no ranking, and the popularity claim is from my own general knowledge (check).

Prisms, Coatings and Eyeglasses

FeatureWhat the article says
Porro prismsZ-shaped configuration; wider bodies with offset objectives and eyepieces
Roof prismsObjectives almost or totally in line with the eyepieces; narrower and more compact. Schmidt–Pechan designs are less bright than Porro or Abbe–Koenig at the same specs, because of mirror-coated surfaces
CoatingsAnti-reflective coatings reduce light lost at each surface; "fully multi-coated" means all air-to-glass surfaces have multi-layer anti-reflective coatings. Roof prisms also need phase-correction coatings
Eye reliefOver 16 mm "should be adequate for any eyeglass wearer"; over 17 mm may be needed for thicker frames
Image stabilisationAllows binoculars up to 20× to be hand-held, but stabilised models tend to be more expensive and heavier
Try before you buy If you wear glasses, check eye relief against the figures above. Shops usually let you test a pair. The advice to test in the shop is mine, not the article's.

Spotting Scopes and Tripods

Wikipedia's Spotting scope article describes it as a compact, lightweight, portable telescope, usually mounted on a tripod, used for birdwatching among other things. It says magnifications usually fall between 20× and 60×, since higher powers reduce brightness, narrow the field of view and increase shake. Objectives are "typically between 50 and 80 mm", larger being heavier and dearer. Most eyepieces are removable or zoom, and either straight-through or angled (usually at 45 degrees). Because the image is sensitive to vibration, scopes are normally mounted on a tripod, or occasionally a monopod.

Do not start with a scope A scope has a narrow view and needs setting up, so most beginners find a bird with binoculars first. This ordering is my own practical advice (check); the articles do not rank the two.

Field Guides

Wikipedia's Field guide article says a field guide helps readers identify wildlife and other natural objects and is meant to be "brought into the field". Popular guides are usually a browsable picture guide organised by family, colour, shape, location or other descriptors; scientific references follow taxonomic order. It says Peterson's 1934 bird guide placed paintings of similar species side by side with arrows marking the differences, called the Peterson Identification System, and quotes his wife Virginia Marie Peterson that artists can emphasise key features better than photographs because drawings can omit clutter.

A date, mostly settled Birdwatching Fundamentals 1 gave 1889 for Florence Bailey's Birds through an Opera Glass (from the Birdwatching article). The Field guide article gives 1890 for Florence Merriam's Birds Through an Opera-Glass, the same book under her maiden name (her Wikipedia biography confirms the author). That biography is itself inconsistent: its lead says she turned the profiles into a book in 1889, its body says 1890, and its bibliography lists 1889. The Internet Archive's catalogue records for scanned Houghton Mifflin copies give 1889 (I read the catalogue entries, not a title page). So 1889 is the better-supported year; a 1890 date may come from a later printing or from the book's appearance in the shops (my guess; check).

Not Yet Verified, and Sources

  • Sources. Binoculars: first 100,000 of about 169,000 characters read, so later sections were not. Spotting scope and Field guide: the fetch tool returned summaries of the pages; I did not see the full text.
  • Not in the articles. Why 8×42 is popular, the advice to test in a shop, and the ordering of scope after binoculars (check).
  • Not covered. Prices, weights and brands; the articles give none and none are stated here. Sound-recording kit and apps are left to a later chapter.

Exercises

Exercise 1

Work out the exit pupil of an 8×32, a 10×32, an 8×56 and a 12×50, using the formula in this chapter. Which comes closest to the daylight eye pupil of about 3 mm, and which suits the night pupil of about 7 mm?

Exercise 2

Explain in a short paragraph the difference between Porro and roof prism binoculars in shape and in brightness, and say which you would choose for a day of walking, giving a reason.

Exercise 3

You are watching ducks on a lake about 300 m from the car park. Describe how you would use binoculars, a spotting scope, a field guide and a notepad, and in what order.

Quick Reference

  • 8×42: 8× magnification, 42 mm objective
  • Exit pupil: objective ÷ magnification (8×42 = 5.25 mm)
  • Hand-held: typically 7× to 10×
  • Scopes: about 20× to 60×, tripod needed
  • Eye relief for glasses: over 16 mm
  • Check: 8×42 popularity; why one source says 1890 for the 1889 guide
Coming next Chapter 3 turns from kit to the bird itself: its body parts and the words used to describe them.