Great read to understand some CBC standards and details specific to Texas.
2021-2022 Texas CBC Documentation Standards
TOPICS
1. How to Tally
2. Photograph Needs
3. Birder Effort
4. What Is a Party on a CBC
5. Start and Ending Time
6. What Needs to be Documented
7. When Does Documentation Need to be
Prepared
8. More Than a Signature is Needed
9. Titmice
10. Party-Hours and Party-Miles
11. High Counts of Individual Species in
the Nation
1. HOW TO
TALLY
https://www.texasbirdrecordscommittee.org/texas-state-list
During Count Day tally each wild species that is native to
North America and any of the 6 introduced species that are recognized by the
Texas Bird Records Committee as established for your species total.
Domesticated species like ducks and geese found in parks and
other exotics should not be tallied for the species total. However, they can be reported as
domesticated/exotics for tracking their status; i.e. Egyptian Goose.
Only one species can be added to your species total for
species with multiple subspecies.
Dark-eyed Junco is one of several species that could have multiple forms
on a CBC but all forms of a species combined only gives you credit for one species.
Spp. When recording
very similar species it is not unusual to record some birds as sp. A common example would be Meadowlark sp. If you only list Meadowlark sp. and not
Eastern or Western Meadowlark this counts as one species. If you list Eastern, Western or both species,
Meadowlark sp. does not credit you for an additional species.
COUNT WEEK. Count
Week birds do not contribute to your species tally.
2. PHOTOGRAPH
NEEDS: CBCs are encouraged to submit
digital photos for documentation of unusual and rare birds. It really makes it easier to judge the
validity of the observation.
Photographs of more common species are also used by me to
write my annual report for Texas. It
helps tell the story; plus, the readers prefer to see pictures than read
text. Would you send some of the nice
photos your birders produce? I will try
and use them in the annual article.
3. Birder
Effort: The most important data
participants produce is the one where many likely pay the least attention. This is party-effort. Whenever your data are analyzed they are
adjusted for effort just like eBird reports.
Number of individuals by party-hour/mile is the primary measure used to
analyze status of a species. Not just
the total number of birds. The link
http://birds.audubon.org/sites/default/files/documents/guidetocbcpartymileshours_0.pdf
discusses many aspects of party hours and party miles, but I
will go over key points people will potentially make errors.
Audubon developed
(https://www.audubon.org/conservation/where-have-all-birds-gone) a new tool to
track population trends based on birder effort.
Check it out.
4. What is a
party on a CBC? It is one or more
birders that are able to communicate with normal voices and are operating as a
unit. What I see sometimes on the larger
counts is that a section (property) will have 8 or more birders, but only one
party is reported. The birders likely
were not all walking/riding together and thus they were probably more than one
party. The correct number of parties
need to be identified as well as the amount of time and mileage spent walking
or traveling in a vehicle for each party.
See at end of message for more explanation. NEW FOR THIS YEAR BECAUSE OF COVID: BIRDER SPACING WILL BE GREATER THAN NORMAL
FOR SAFETY. AUDUBON DOES NOT WANT YOU TO
CONSIDER THE SPREADING OUT OF BIRDERS DUE TO COVID AS ADDITIONAL PARTIES. EXAMPLE – 4 PEOPLE USED TO BIRD A PROPERTY AS
ONE PARTY AND STAYED WITHIN VOCAL CONTACT.
DUE TO COVID THEY SPLIT INTO 2 GROUPS OF 2. THIS SHOULD BE ONSIDERED ONE PARTY AND THE
MILEAGE AND TIME REPORTED SHOULD BE THE MAXIMUM FROM EITHER GROUP.
5. Start and
Ending Time “ENTER ME FIRST”
The count starts when birding starts for the day whether it
is daylight or dark and it ends when the last birding stops. Thus, if a group is owling at 4 a.m. then the
count starts at 4 a.m. rather than 6:30 when most of the other birders
start. The hours in the dark are
considered nocturnal and not normal birding hours. They need to be logged separately. Thus, if you are reporting a time span of 12
hours on a normal day of 10 day-light hours.
Then at least 2 hours of that day was nocturnal.
If there are gaps in birding during the day/night, then the
starting ending times of each segment need to be recorded. An example would be if your count takes a
lunch break. Then the time for the CBC
would be in two segments. Example: 6:30 am to 11:30 am; 12:30 pm to 5:30 pm.
Another example would be at the count down it was noticed
that an owl species was not tallied and a team was sent out to locate that
species. Start and ending times might
look like the following with a gap when no birding was conducted: 6:30 a.m. to 5:30 p.m.; 7:30 p.m. to 10
p.m.
For data entry, start and ending time needs to be entered
before effort is logged because of the way the website is programmed. Otherwise, if you must make a correction to
start and end times, you will need to delete your effort data before the
website will allow you to change times.
6. WHAT NEEDS TO
BE DOCUMENTED?
There are about 110 Texas CBCs to edit and it is challenging
to streamline documentation needs for each CBC.
So, I set some generalized State standards which applies to each
CBC. If a compiler decides to send
documentation on more observations than required by these standards that is OK
and I will gladly review them.
1. Any
species which has not been reported on a CBC at least twice during the last 10
years (excluding this year, and as published on the CBC website) and has
received no negative editorial codes.
Those codes are typically ND (no details), DD (details desired), UD
(unconvincing details). You can check
past years results at http://netapp.audubon.org/cbcobservation/ to look at
results and editorial codes.
2. Any
Texas Bird Records Committee review species.
3. Any
species which is challenging to identify.
Glossy Ibis, Rufous vs Allen’s Hummingbird, Ruby-throated vs
Black-chinned Hummingbird, etc. For Rufous Hummingbirds, I accept counts of
males without descriptions with a note from the compiler for the number of
males.
4. Any
extremely large numbers of birds for a species.
It would be good to provide documentation to reduce the likelihood I
would challenge the number. As an example, one season I challenged a report of
150,000 Greater White-fronted Geese on a California CBC. The closest other CBC tally to this in the
Nation was 20,000, and this tally was several times larger than the record
tally for the decade for the CBC. I
queried the compiler and he only came up with a description of 500 groups of
100. Another example was an inland
Louisiana CBC had over 70,000 Ring-billed Gulls. That is an amazing # for the site, but when
questioned the compiler came up with a description how a team of birders
counted flight lines of gulls using a landfill near Lacassine. This was a very good record.
I don’t have any fixed standard for
high counts. If the observations are
several times larger than what you would normally expect as a tally then it
would be good to document the report describing how these birds were counted.
7. WHEN DOES
THE DOCUMENTATION NEED TO BE PREPARED?
I no longer accept documentation that was prepared longer
than one week after the date of observation.
So, what happens if an unusual record is not
documented? If it is a species I don’t
believe likely was observed, I will delete the record. If it is a species that I expect, but documentation
is not received or poorly described I will let the record stand and insert
appropriate editorial codes questioning the record. At some time in the future, Audubon will
likely delete those records which are questioned. I will also subtract the questionable species
from your total species count.
How should it be documented?
Most rare bird reporting forms work.
They guide an observer as to what to record. I am not picky as to which form or any form
that is used. What I do need to know is:
What was seen
Who saw it
When it was seen
How long was the observation
How far from the bird
Which optics were used in the identification
The documentation should provide a description that a
knowledgeable person could read and identify the bird.
PHOTOGRAPHS ARE GREAT IF YOU CAN OBTAIN THEM
Texas birders should be proud as to the large numbers of
photographs which they take of rarities.
8. MORE THAN A
SIGNATURE IS NEEDED. The typical CBC
documentation form requests specific information about the sighting on the
front of the form, and requests a description of the bird on the back.
It is amazing how many birders and compilers (about 10 per
season) believe that all that is needed
for documentation is a signed affidavit that says a birder saw a species. A
description of the bird is needed to convince people that don’t know the
observer that an observation was made for it to last through time.
What helps the birders determine which species to document
is being issued a check-list prior to the count which shows which species that
requires documentation. For the 3 CBCs I
compile, I provide a list of all expected birds which includes a few that need
documentation. Those species requiring
documentation are usually coded by all caps or bold. I note on tally sheets that any species not
listed, also requires documentation. I
don’t list any rare species to minimize the likelihood of novices reporting
rare birds. Also, compilers should
require birders give documentations at count down. I know lots of birders are too much in a
hurry to write it down during the day, and some want to go home to review
references before they provide nice typed details. Just make sure the documentation is legible,
and it is prepared within 1 week of observation.
Also, it is preferred that compilers submit all
documentation at the same time data are entered on the website. When your CBC
goes final on the CBC website, I have to make a guess as to whether or not you
will be sending documentation for one or more species. I usually wait a few days to receive material
in the mail and then I will proceed with the review during the first break in
my schedule. It is time consuming to go
back through the review process again when weeks later documentation is
received. I would appreciate your help
with this.
Some compilers expressed concern about offending their
birders about challenging their identifications. When a compiler submits documentation to me,
I am going to assume the compiler approved this observation. If the compiler is not willing to make the
decision before it gets to me, let me know your thoughts. Otherwise, I am going to believe the compiler
is convinced this identification is correct.
I don’t mind saying no to a record, but I need and respect the opinion
of the compiler before I make a decision.
Most of you are business people. How many times do you like to visit a project
to complete it? Think of over 110 CBCs
where the typical compiler submits their record on the web either in one day or
strung out over several weeks. They
might submit some documentation within one week of data entry, but more
frequently it kind of trickles in by multiple mailings/e-mails in 2 or 3
batches. Each time I access a CBC it
takes time and I have to keep a record of all decisions. This really adds up by the end of a season.
I appreciate your help to streamline the data entry and make
it more creditable.
9. TITMICE:
CBCs in the zone of hybridization of the Tufted and Black-crested are
challenged by how to correctly identify if the titmice observed are hybrids or
pure. There has been some discussion as
to the finer details on how to distinguish hybrid/non-hybrid in the field, but
in reality nobody really knows without a DNA sample from the bird. So, how much
DNA must be shared between 2 species to be considered a hybrid. There is no standard.
With the Tufted and the Black-crested demonstrating a high
degree of hybridization in their over lapping range, I don’t believe pure birds
of both species could co-exist within a 15 mile belt without having some form
of hybridization. I have been lumping
all titmice that occur in CBCs that have a history of reporting 2 species of
titmice - as hybrids.
Brent Ortego
TX CBC Editor