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Multiple methods increase detection of large and

medium-sized mammals: working with volunteers in


south-eastern Oman
MARCELO MAZZOLLI, TAIANA HAAG, BEATRIZ G. LIPPERT, EDUARDO EIZIRIK
M A T T H I A S L . A . H A M M E R and K H A L I D A L H I K M A N I

Abstract We compared the effectiveness of various meth- Introduction


ods for surveying medium and large wild mammals in
southern Oman. Working with volunteers recruited by
Biosphere Expeditions, wildlife professionals and local ran-
gers, we used direct observation, camera traps, sign surveys
K nowing which methods are most efficient for record-
ing target species is fundamental to the success of
short-duration research expeditions and surveys. Without
(tracks and/or dung) and molecular scatology to study  such prior knowledge, efforts and resources may be wasted
sampling units of  ×  km (grid cells) in an area of by using methods that are not appropriate for recording the
 ×  km during a -week period in February–March species of interest. More broadly, failure to record species
. Sixteen mammal species were recorded, and the largest that are present may result in misleading descriptions of
numbers of species were recorded by sign surveys and cam- distribution and abundance. These potential biases have
era traps (both n = ); sign surveys, direct sightings and not been adequately addressed in the scientific literature,
DNA scatology recorded species across the largest number and most of the statistics used to infer density and presence
of grid cells. For species with a sample size large enough for of species have been developed using a single field method
comparison (i.e. detected in $  grid cells), DNA scatology (e.g. Otis et al., ; Burnham et al., ; Boulinier et al.,
proved most effective for detecting caracal Caracal caracal, ; Karanth & Nichols, ; MacKenzie et al., ;
signs for hyaena Hyaena hyaena, ibex Capra nubiana, por- MacKenzie & Nichols, ). More recently, models
cupine Hystrix indica and hyrax Procavia capensis, and signs have been developed that incorporate data from multiple
and direct sightings for mountain gazelle Gazella gazella. methods (e.g. Nichols et al., ), an acknowledgement
Clustering, in which records from multiple methods are ei- that single-method approaches may not be ideal in all re-
ther adjacent or overlapping, was highest ($ %) for the search situations, although not everyone agrees (Otto &
wolf Canis lupus, porcupine, ibex and gazelle. Our results in- Roloff, ).
dicate the best methods to detect and record the distributions Earlier use of multiple survey methods (e.g. Zielinski &
of individual species in the study area, and demonstrate the Kucera, ) is now becoming more popular (Silveira et al.,
advantage of using multiple methods to reduce the risk of ; Gompper et al., ; Nichols et al., ; Nomani
false absences or partial detections. Our findings also high- et al., ; Ausband et al., ). Previously, particular
light the potential of clustering as a means of cross-checking methods were advocated for estimating the abundance
results of observations that are skill-dependent, which is par- and occupancy of particular species or taxonomic groups
ticularly useful when employing a large workforce. (e.g. Karanth et al., ; Balme et al., ; Mondol
Keywords Citizen science, Dhofar, mammals, methods, et al., ). However, sampling rare species (or popula-
Middle East, Oman, sampling, volunteer tions) using a single method, such as camera trapping,
necessitates increasing survey effort, often to a level that
may be logistically unrealistic (Shannon et al., ).
Furthermore, there is increasing evidence that different
methods yield different detection probabilities (e.g. Nichols
et al., ; Otto & Roloff, ) and may produce different
MARCELO MAZZOLLI (Corresponding author) Projeto Puma, Av. Castelo Branco estimates of abundance or presence (e.g. Gompper et al.,
170, CP 525, 88509-900, Lages, Santa Catarina, Brazil ; Nomani et al., ; Otto & Roloff, ). It is therefore
E-mail marcelo@projeto-puma.org
possible that two methods may result in two different esti-
TAIANA HAAG, BEATRIZ G. LIPPERT and EDUARDO EIZIRIK, Laboratory of Genomic mates, even when detection probability statistics are used,
and Molecular Biology of the Pontifícia Universidade Católica of Rio Grande do
Sul, Brazil highlighting the relevance of analysing the efficiency of mul-
MATTHIAS L.A. HAMMER Biosphere Expeditions, UK
tiple methods.
Here we demonstrate how the efficiency of sampling
KHALID AL HIKMANI Office for Conservation of the Environment, Diwan of Royal
Court, Oman methods varies by species, and that single sampling meth-
Received  May . Revision requested  June . ods cannot be prescribed in a generalized way for all study
Accepted  July . situations. We also consider the potential for bias when

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2 M. Mazzolli et al.

FIG. 1 The   ×  km cells


surveyed, by various methods
(Table ), for large and
medium-sized mammals in
south-eastern Oman, with the
locations of camera trap
stations.

there is a large team working in the field, a matter that may Methods
be of particular concern when volunteers are involved.
When multiple sampling methods are used, particularly Two groups, of  and  participants, carried out surveys dur-
those that are less dependent on observer skill, the results ing – February and  February– March , respectively.
may be cross-checked, and we examined how clustering of Each group comprised wildlife professionals, local rangers,
grid cells from multiple methods may be used to do this for and volunteers recruited by Biosphere Expeditions, who re-
individual species. ceived training in data collection. An expedition leader (Paul
O’Dowd), the expedition scientist (MM) and the national sci-
entist (KH) were present throughout the expedition. Each
Study area group was divided into – subgroups to maximize the area
surveyed.
The  ×  km study area in the south-west Dhofar
Mountains (part of the Nejd or Jabal Al Qara region) in
Oman, in the south-east Arabian Peninsula, was delimited Sampling and analysis of signs
by Wadi Uyun in the north and the cliffs above the Salalah
plains in the south. The topography varies from wadis (sea- We surveyed   ×  km sampling units (grid cells; Fig. )
sonally dry riverbeds) to mountain ridges and escarpments. for medium and large mammals during a -day period. The
Vegetation coverage increases towards the southern size of the area was determined by the capacity of the survey
monsoon-fed regions but consists of scattered bushes and team to cover the area from the base camp, and the cell size
does not hinder visibility. was determined by the need to cover areas large enough to

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Mammals of the Arabian Peninsula 3

TABLE 1 Large and medium-sized mammal species recorded in south-eastern Oman (Fig. ), with their global and regional Red List status,
the number of cells in which they were recorded (and the total number of records) by five methods (sightings, signs, camera traps, bones
and carcasses, and faecal DNA analysis) and, for the seven most commonly recorded species (i.e. recorded in .  cells), the number of cells
in which two or more methods recorded presence in two or more adjoining cells (i.e. cells that were clustered, with the percentage of the
total number of cells in parentheses). Signs are mostly tracks and faecal samples (dung) identified by eye.

No. of cells in which species recorded (no. of records)3 Cell clustering


Global Regional Camera Bones & DNA (% of total
Species status1 status2 Sighting Sign trap carcasses analysis Total cells)
Carnivora
Leopard Panthera CR CR 1 (1)
pardus nimr
Caracal Caracal LC LC 1 (track, n = 1) 2 (2) 9 (10) 11 5 (45)
caracal
Gordon’s wildcat Felis LC NT 1 (1)
silvestris
Striped hyaena NT EN 26 (tracks, n = 40) 3 (20) 1 (1) 26 10 (38)
Hyaena hyaena
Grey wolf Canis lupus LC EN 7 (tracks, n = 9) 2 (2) 1 (1) 4 (10) 8 5 (63)
Red fox Vulpes vulpes LC LC 1 (1) 1 (1)
Blanford’s fox Vulpes LC VU 2 (2)
cana
Honey badger LC NT 1 (3)
Mellivora capensis
Small spotted genet LC LC 1 (4)
Genetta genetta
White-tailed mon- LC LC 1 (1)
goose Ichneumia
albicauda
Artiodactyla
Mountain gazelle VU 18 (31) 41 (tracks, n = 47; 1 (1) 46 41 (89)
Gazella gazella dung, n = 48)
Nubian ibex Capra VU 1 (1) 23 (tracks, n = 17; 1 (1) 1 (1) 24 21 (88)
nubiana dung, n = 34)
Hyracoidea
Rock hyrax Procavia LC 1 (2) 28 (tracks, n = 10; 1 (17) 2 (2) 28 11 (39)
capensis dung, n = 40)
Lagomorpha
Cape hare Lepus LC 2 (track, n = 1;
capensis dung, n = 2)
Rodentia
Indian crested porcu- LC 31 (tracks, n = 26; 5 (35) 38 29 (76)
pine Hystrix indica dung, n = 47;
quills, n = 9)
Hedgehog LC 2 (2)
Paraechinus aethiopi-
cus or P. hypomelas

CR, Critically Endangered; EN, Endangered; VU, Vulnerable; NT, Near Threatened; LC, Least Concern; IUCN ().

Mallon & Budd ().

Blank cells indicate the species was not recorded by that method.

be relevant for describing the distributions of large and me- ; Harrison, ; Perez et al., ; Janecka et al.,
dium mammals. ; Vanstreels et al., ; Kelly et al., ; Mazzolli &
Identification methods included recording mammalian Hammer, ), and therefore samples were collected for
signs (mainly tracks and herbivore dung), DNA analysis DNA-based species identification.
of carnivore scats, visual recording, and camera traps. The presence or absence and frequency of target species
Carnivore scats were not identified macroscopically be- was recorded using the general location given by a grid con-
cause of the likelihood of significant error (Davison et al., sisting of  ×  km cells, the code of which was displayed in

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4 M. Mazzolli et al.

the global positioning system (GPS) of each surveyor. Once Seattle, USA). The ATP gene fragment obtained from
a species or signs of it were found in a given cell, it was each faecal sample was compared with reference sequence.
scored as containing the species. Species were recorded
only once for each cell during a given survey (i.e. there Geographical information system (GIS) and mapping
was no double counting). Signs not identified directly in
the field were collected (in the case of scats) or photo- The mapping procedures and analysis were designed to be
graphed with a scale (in the case of tracks). Twenty passive easily integrated and replicated across multiple expedi-
infrared camera traps (Cuddeback, Green Bay, USA) were tions by personnel with no formal training in GIS
deployed pseudo-randomly in  cells, at locations such as (Mazzolli & Hammer, ). The main reference map
waterholes and known animal trails, aiming for the widest used was at  : , scale (Uyūn, NE -F; National
coverage possible. Camera traps were active day and night, Survey Authority, Sultanate of Oman), prepared using
and set at  cm above ground, with the beam directed aerial photographs from  and field updates from
slightly downwards. , with grid data in the Universal Transverse
Mercator projection (zones  and , WGS  datum).
Training An image of the study area was imported and georefer-
enced in TrackMaker (Geo Studio Technology, Minas
Training of the survey group included an introduction to Gerais, Brazil). A grid of  ×  km cells covering the area
conservation issues, followed by training on practical as- was uploaded into GPS units, to aid navigation and data col-
pects of the survey, such as species identification from tracks lection. As the work progressed, additional features such as
and dung, and the use of GPS and data recording sheets, access roads, base camp, trails and camera-trap locations
which lasted  days. Before volunteers were allowed to were added to the GPS units, and were later overlaid onto
carry out surveys on their own, experienced personnel ac- a topographic map in TrackMaker, which was then edited
companied them for at least  additional days during field and redrawn in Adobe Photoshop (Adobe Systems Inc.,
surveys, to provide further teaching and to check their San Jose, USA) to leave only the features of interest.
knowledge. To reduce identification error, group members
were instructed to bring herbivore dung to base camp if they Cluster analysis
were unable to identify the species in the field. They were
also briefed on how to photograph tracks (using a scale) Maps were produced for each target species, with cells dis-
for later identification. playing their recorded distribution and the methods by
which they were recorded. The number of overlapping or
DNA analysis of faecal samples adjacent cells in which two or more methods recorded the
presence of a given species was counted. If such clustered
We used DNA analysis of scats to identify species of carni- cells occurred in . % of the total number of cells in
vores. Extractions were performed using the QIAamp DNA which a species was recorded, we considered that two or
Stool Mini Kit (QIAGEN, Hilden, Germany), following the more methods corroborated each other.
manufacturer’s instructions. The extractions were carried We analysed clustered features without using automated
out in a UV-sterilized laminar flow hood dedicated to the GIS methods because the latter depend on data points or
analysis of DNA from non-invasive samples. Each batch other features that represent an ‘excess of events’ in geo-
of  extractions included one negative extraction control graphical space (Jacquez, ). Our data were not clustered
to monitor the occurrence of contamination with extrinsic in this sense. This was done to avoid autocorrelation, to ap-
DNA. proximate the format of data collected to that of the pro-
To identify species from each scat we used an assay that cessed data (data were processed as clusters of cells, not as
targets a short segment of the mtDNA ATP synthase sub- data points), and to cover as much area as possible by avoid-
unit  (ATP) gene, using the reverse primer ATP-DR ing spending time on redundant recording of species in a
and the forward primer ATP-DF. We used polymerase single cell. Furthermore, there are concerns regarding the
chain reactions (PCR) for the ATP gene, following the pro- accuracy of automated GIS clustering (Hamfelt et al., ;
tocols described by Haag et al. (, ). Murray et al., ).
The PCR products were visualized on a % agarose gel
stained with GelRed (Biotium, Hayward, USA), purified Results
with PEG , sequenced using the DYEnamic ET Dye
Terminator Sequencing Kit (GE Healthcare, Hatfield, UK) We recorded  species of medium and large mammals
and analysed in a MegaBACE  automated sequencer (Table ). The efficiency of the identification methods varied
(GE Healthcare). Sequence chromatograms were edited for each species. Seven species were recorded exclusively by a
and analysed using FinchTV v. .. (Geospiza, Inc., single method. Leopard Panthera pardus nimr and wildcat

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Mammals of the Arabian Peninsula 5

Felis silvestris gordoni were recorded in single cells exclusively Thus there are cases in which meaningful parameter esti-
by DNA analysis. DNA analysis was also more efficient than mates cannot be obtained, regardless of one’s statistical skills
other methods in detecting caracal Caracal caracal, and (Guillera-Arroita et al., ). Camera traps similarly re-
contributed substantially to detecting wolves Canis lupus. turned a low sample size for ibex and leopards, and did
Wolf and hyaena Hyaena hyaena were recorded predomin- not detect gazelles, in neighbouring Yemen (Khorozyan
antly by tracks; gazelle Gazella gazella by tracks, dung and et al., ). Similarly, in Jabal Samhan recording rates for
sightings; ibex Capra nubiana by tracks and dung; and por- some species were found to vary greatly depending on the
cupine Hystrix indica and hyrax Procavia capensis by dung habitats sampled (Spalton et al., ); as other methods
(Table ). were not used we cannot know whether these findings are
Camera traps also recorded species that were not recorded a true indication of the occurrence/absence of the species
by other means, namely the honey badger Mellivora capensis, or a sampling artefact.
little spotted genet Genetta genetta, mongoose Ichneumia al- Our findings indicate that no single method should be
bicauda and Blanford’s fox Vupes cana. Camera traps yielded relied on in all situations. The most appropriate method or
high recording frequencies for the hyaena, hyrax and porcu- combination of methods will depend on the target species,
pine, but they were localized in only a few cells compared with population and region, and on the parameters of interest.
results from other methods. The hedgehog Paraechinus sp. In a study in Slovakia, bears Ursus arctos were detected by
was the only taxon exclusively recorded by direct observation. tracks in  grid cells, but in only one cell by camera traps,
Clustering of cells in the grid space was highest for wolf, and wolves and lynxes Lynx lynx were detected in up to 
gazelle, ibex and porcupine; i.e. $ % of the distribution of times more cells by tracks than by other methods (Hulik
these species were recorded by two or more methods in two et al., ). We do not know how the detection probabil-
or more adjoining cells. For the other species with a suffi- ities of survey methods vary across the range of a single
ciently large sample size (n . ) for comparison (hyaena, species, a variation that is probably associated with density.
caracal and hyrax), clustering was , % (Table ). For leopards, for example, scrapes and tracks have been
shown to be an efficient method to detect their presence
in Jabal Samhan Nature Reserve in the east of Dhofar
Discussion (Spalton, ), even during short surveys, whereas cam-
era trapping is useful during longer surveys (Spalton et al.,
Comparison of methods ; Spalton & Al Hikmani, ). However, short sur-
veys of our study site in south-west Dhofar did not yield
Our results show that the efficiency of detection methods a high frequency of records, suggesting that leopards are
varies by species, with one or two methods often outperform- rare in the area (Mazzolli, ; this study), and this has
ing others. For several species different methods produced since been confirmed (Al Hikmani et al., ). Similarly,
different spatial distributions, suggesting a higher detection jaguars in the Atlantic Rainforest of Brazil now occur at
efficiency of multiple methods used in combination. such low densities that they were not detected by camera
Previous studies have demonstrated differences in detec- traps during a -year study, and were detected by tracks
tion rates across methods, even at longer sampling intervals in only four instances (Mazzolli et al., ); in contrast,
(e.g. Zielinski & Kucera, ; Gompper et al., ; Vine both camera traps and track surveys repeatedly recorded
et al., ). Although camera traps are one of the tools jaguars during an -day survey in Madre de Dios, Peru
most recommended for recording and monitoring wildlife (Lee et al., ). We do not contest the value of camera
(e.g. Silveira et al., ; Balme et al., ), in our study trapping as a survey method (it successfully detected spe-
they did not detect six species, including the Critically cies that were not detected by other methods in our study)
Endangered Arabian leopard, and recorded the hyaena in but it may not always be reliable in detecting species
only three of the  cells where the species was recorded, throughout their range.
and the ibex in only one of  cells where it was recorded.
Even if camera-trap sampling for hyaena and ibex were Cross-checking results with cluster analysis
equalized for the whole study area (simulating their deploy-
ment in all  surveyed grid cells) by multiplying the num- The role of volunteers in research has been widely recognized
ber of grid cells recorded (camera traps were deployed in  and is increasing (Brightsmith et al., ). Volunteers are
cells) by . ( × . =  cells), and presuming the same re- particularly essential in large-scale monitoring programmes
cording rate, camera traps would have recorded ibex in six (Howe et al., ; Newman et al., ; Sauer et al., ;
times fewer cells and hyaena in half of the number of cells Kindberg et al., ; Schmeller et al., ). Participation
in which they were recorded by other sampling methods. of volunteers requires protocols that are easy to follow, and
Although gazelles were recorded in  cells using other the data collected has to be scrutinized carefully and discarded
methods, the species was not recorded by camera traps. if suspect or unreliable (Cohn, ).

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6 M. Mazzolli et al.

Training is fundamental for securing unbiased data. In a detections. Our findings also highlight the potential of clus-
deer monitoring study using pellet group counts volunteers tering for cross-checking the results of observations that are
received  hours of training using slides, yet they were only skill-dependent, which is particularly useful when employ-
able to identify correctly % of deer droppings during the ing a large workforce.
study (Buesching et al., ). However, in our study volun- Our findings have broad applications for surveying ter-
teers worked in groups, creating collaborative conditions restrial mammals. Single methods often fail to detect target
that probably resulted in improved accuracy. Furthermore, species, and thus a multiple-method approach is necessary
they received  days of intensive training and had the oppor- to identify the most appropriate methods for the target spe-
tunity to practise with scientists in the field for at least  cies, region and habitat. We have shown that a combination
more days before working on their own. of methods can produce information at a faster rate and re-
In such studies data quality also needs to be assessed, for sult in a more complete mammal survey than any single
which we used a post hoc evaluation with cluster analysis. method.
The idea is that any inconsistencies will become apparent
when using several methods for cross-validation. It would
be reasonable to assume that contradictory findings from Acknowledgements
various methods could be an indication of observer error,
but this is not always the case. The chance of surveyed Local guiding, logistic and institutional support were pro-
cells clustering reduces when a single method notably out- vided by Hadi al Hikmani, Andrew Spalton, Mansoor
performs others. In this case even if cells with records from Hamed Al Jahdhami, Sheikh Mohammed Al Balushi and
different methods are overlapping or neighbouring, they Khalifa al Jahwari. We are also grateful for the participation
will be a low proportion of all cells and therefore the meas- of rangers from the Ministry of Environment & Climate
ure of clustering will be low. This cluster analysis requires Affairs. Corporate support came from Land Rover &
that at least two methods have records for a similar number Swarovski Optik, and from The Ford Motor Company
of cells. A useful future improvement would be to incorporate Conservation and Environmental Grants. We thank the vo-
an additional measure to corroborate the detection methods. lunteers who participated in the  expedition to Oman,
We found a substantial spatial similarity of results among and Paul O’Dowd for his participation as expedition leader.
various methods for the wolf, gazelle, ibex and porcupine The manuscript was enhanced by the critiques of two an-
(i.e. for those species, cluster analysis showed that the various onymous reviewers and Andrew Spalton, and a language re-
methods corroborated each other). For other species, how- view by Kimberly Ryan Mazzolli.
ever, the number of clusters of records from the various
methods was low, which is attributable to a single method
predominating in terms of recording success. This was the References
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S I LV E I R A , L., J Á C O M O , A.T.A. & D I N I Z -F I L H O , J.A.F. () Camera Technical Report PSW-GTR-. U.S. Department of Agriculture,
trap, line transect census and track surveys: a comparative Forest Service, Pacific Southwest Research Station, Albany, USA.
evaluation. Biological Conservation, , –.
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Oman. Stacey International, London, UK.
S P A LT O N , J.A., A L H I K M A N I , H.M., W I L L I S , D. & S A I D , A.S.B. () M A R C E L O M A Z Z O L L I has over  decades of experience in wildlife re-
Critically Endangered Arabian leopards Panthera pardus nimr search, mainly on the ecology of felids in the context of broader envir-
persist in the Jabal Samhan Nature Reserve, Oman. Oryx, , onmental processes at landscape and regional scales. T A I A N A H A A G ’ s
–. research focuses on the characterization and genetic diversity of large
V A N S T R E E L S , R.E.T., R A M A L H O , F.P. & A D A N I A , C.H. () felids in Brazil. B E A T R I Z G A R C I A L I P P E R T has broad interests within
Microestrutura de pêlos-guarda de felídeos brasileiros: considerações the fields of environment and education, focusing on the genetic char-
para a identificação de espécies. Biota Neotropical, , –. acterization of Brazilian mammals. E D U A R D O E I Z I R I K has studied
V I N E , S.J., C R O W T H E R , M.S., L A P I D G E , S.J., D I C K M A N , C.R., M O O N E Y , the genetic polymorphism of felids for  years, while also exploring
N., P I G G O T T , M.P. & E N G L I S H , A.W. () Comparison of their phylogenetic and evolutionary relationships. M A T T H I A S
methods to detect rare and cryptic species: a case study using the red H A M M E R is the founder of Biosphere Expeditions, and has led
fox (Vulpes vulpes). Wildlife Research, , –. volunteer-based environmental research and conservation expeditions
Z I E L I N S K I , W.J. & K U C E R A , T.E. () American Marten, Fisher, to various regions. K H A L I D A L H I K M A N I works as a researcher, and
Lynx, and Wolverine: Survey Methods for their Detection. General guides wildlife research expeditions in Oman.

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