Occupancy models#

Assumptions, Pros, Cons
Assumptions
Pros
Cons

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Note

This content was adapted from: The Density Handbook, “Using Camera Traps to Estimate Medium and Large Mammal Density: Comparison of Methods and Recommendations for Wildlife Managers” (Clarke et al., 2023)

Occupancy models describe spatial patterns of animal occurrence (Sollmann et al., 2018) and have been proposed as a proxy for abundance (Noon et al., 2012). They ask: what proportion of a study area is inhabited by a population – that is, at how many camera sites do one or more individuals of a species occur (MacKenzie et al., 2017)? The basic equation for occupancy is:

../_images/clarke_et_al_2023_eqn_occupancy1.png

where 𝜓 is the probability a site is occupied, 𝑥̂ is the estimated number of occupied sites (i.e., the count of sites where animals were detected, corrected for detection probability) and 𝑠 is the total number of sites surveyed (MacKenzie et al., 2017). Unlike simple measures of presence-absence, occupancy models account for imperfect detection (Sollmann et al., 2018). They attempt to differentiate between absence – animals truly not present – and nondetection – animals present but not detected – by repeatedly sampling sites over time. The central assumption of basic occupancy models is that repeated samples occur during a period in which the site is closed to changes in occupancy (i.e., occupancy status – present or absent – does not change during the sampling period). Thus if a species is detected during one of three sampling occasions, it is assumed that it was present during all three occasions but undetected during two.

In theory, occupancy and abundance share a predictable relationship. As population size increases, the number of sites occupied by members of that population should also increase (until all sites are occupied); likewise, a decrease in population size should lead to a decrease in the number of sites used (Gaston et al., 2000; Royle & Dorazio, 2008). This is called an occupancy-abundance relationship, and – because of it – occupancy can be used as an index of abundance.

Advantages of occupancy as an index of abundance include:

  • Occupancy studies may be easier to implement than some abundance or density estimators (Noon et al., 2012; Sollmann et al., 2018).

  • Occupancy-abundance relationships appear to be robust to territoriality, group travelling behaviour and other biological traits (Steenweg et al., 2018).

  • Occupancy can be modelled as a function of site- and sampling-specific covariates to better understand which factors predict animal occurrence (Sollmann et al., 2018).

However, many researchers have cautioned against the use occupancy as an index. As with relative abundance (RA; see above), there is no consistent, long-term relationship between occupancy and abundance (Efford & Dawson, 2012). Occupancy can change with abundance, but also with survey duration, species home range size, animal movement, etc., muddling occupancy-abundance relationships and thus inferences about population size (Neilson et al., 2018; Steenweg et al., 2018). While occupancy is a powerful stand-alone metric, Sollmann (2018) says it should not be “misinterpreted” as an index of abundance.

Despite its widespread use, occupancy may be particularly problematic for camera trap studies due to the violation of the closure assumption. Burton et al. (2015) highlighted that many camera trap studies using occupancy do not explicitly define the “site,” although is often implicitly given as some larger area around a camera trap. Since camera trap studies typically target mammal species with relatively large home ranges, the site closure assumption is almost certainly violated in most cases. Many camera trappers therefore assume that “occupancy” is in fact “use” of a site (i.e., the site is not closed), and that detection probability also includes availability for detection. Mackenzie et al. (2017) suggested that estimates should be unbiased if movements in and out of a site are random, but this assumption is rarely tested. And where occupancy estimates have been tested using realistic mammal movements, they have generally performed poorly (Neilson et al., 2018; Stewart et al., 2018).

Murray et al. (2021) - Fig. 1 Schematic of our multi- state occupancy model to estimate the occurrence of coyotes and mange.

We used images of coyotes collected along transects following an urban gradient in the Chicago metro area in a standard single-species multi-season model with a stacked design. Following the coyote occupancy model, our mange model estimates the distribution of coyote with sarcoptic mange conditional on the distribution of coyote, mangy or otherwise, using by-image variation in the presence of mange signs and the quality of the image.

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Southwell et al. (2019) - Fig. 1. Structure of the spatially explicit power analysis framework for multiple species in dynamic landscapes.

../_images/chatterjee_et_al_2021_table2_clipped.png

Chatterjee et al. (2021) - Table 2. Broad classifications of mammals based on occupancy and detection probabilities.

../_images/byrne_golden_2021_img1.png

Byrne & Golden (2021) - The problem that occurs when we do not observe the species is that we do not know which of the two possible outcomes is true. If we did not see the species, we cannot know if it was truly there or truly not there because we did not observe it. This is where occupancy modeling can be helpful; we can use occupancy models to help us determine our detection probability and estimate our latent variable z, which is our true occupancy, and our occupancy probability ψψ. By using this approach, we can estimate the probability that the site is actually occupied given we do not observe the individual.

../_images/guilleraarroita_2016_fig1.jpg

Guillera‐Arroita (2016) - Fig. 1 Species distribution modelling with imperfect detection: model structure and data needs.

(a) The model has two components: one that describes the distribution of the species as a function of environmental covariates; and one that describes how that distribution pattern is observed which can depend both on environmental covariates at the site level and on the characteristic of the specific survey visit. (b) Example of the statistical construction of one of these models. Here detection data comes in the form of binary records dij. Presenceabsence of the species at a site zi is modelled using a logistic regression, as a function of two site-level predictors: E and F. Detection probability pij at occupied sites is modelled through a second logistic regression as a function of two covariates: C, which is site specific, and D, which is survey specific. The model assumes that the occupancy status of the site (zi) does not change between survey occasions (closure assumption). This model assumes no false positives, i.e. all detections are 0 at sites where the species is not present (zi = 0). (c) Examples of data that provide information to account for false absences in species distribution models.

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Occupancy Modeling Video 1 - Sampling Techniques for Mammals

Occupancy Modeling Video 2 -Introductory Statistical Review

Occupancy Modeling Video 3 - What are Occupancy Models and What are the Applications?

Occupancy Modeling Video 4 - How to Run and Interpret the Models in PRESENCE

Occupancy modelling - more than species presence/absence! (Darryl MacKenzie)

Occupancy modelling - the difference between probability and proportion of units occupied

Occupancy models - how many covariates can I include?

Introduction to Species Distribution Modeling Using R

rtxt_vid9_ref_id
shiny_name

shiny_caption

Bias in single-season occupancy models

Compute the relative bias (in %) in the maximum-likelihood estimator of the occupancy probability ψ in a single-season (aka static) occupancy model with constant parameters fitted with the package ‘unmarked’. Gimenez, O. (2020a). Bias in single-season occupancy models. https://ecologicalstatistics.shinyapps.io/bias_occupancy; oliviergimenez/bias_occupancy_flexdashboard

Type

Name

Note

URL

Reference

rJAGS/R code

mfidino/multi-state-occupancy-models

mfidino/multi-state-occupancy-models

Fidino, M. (2021a) multi-state-occupancy-models. mfidino/integrated-occupancy-model

JAGS/R code

A gentle introduction to an integrated occupancy model that combines presence-only and detection/non-detection data, and how to fit it in JAGS;
integrated-occupancy-model”

https://masonfidino.com/bayesian_integrated_model/;
mfidino/integrated-occupancy-model

Fidino, M. (2021b) A gentle introduction to an integrated occupancy model that combines presence-only and detection/non-detection data, and how to fit it in JAGS https://masonfidino.com/bayesian_integrated_model;

Fidino, M. (2021c) integrated-occupancy-models mfidino/integrated-occupancy-model

JAGS code/Tutorial

So, you don’t have enough data to fit a dynamic occupancy model? An introduction to auto-logistic occupancy models;
auto-logistic-occupancy

https://masonfidino.com/autologistic_occupancy_model/;
mfidino/auto-logistic-occupancy

Fidino, M. (2021d) So, you don’t have enough data to fit a dynamic occupancy model? An introduction to auto-logistic occupancy models. https://masonfidino.com/autologistic_occupancy_model;

Fidino, M. (2021e) auto-logistic-occupancy. mfidino/auto-logistic-occupancy

R package

Package “autoOcc”

An R package for fitting autologistic occupancy models

mfidino/autoOcc

Fidino, M. (2023) autoOcc: An R package for fitting autologistic occupancy models. R package version 0.1.1, mfidino/autoOcc

R code

mfidino/periodicity

Using Fourier series to predict periodic patterns in dynamic occupancy models

mfidino/periodicity

Fidino, M., & Magle, S. B. (2017). Using Fourier series to predict periodic patterns in dynamic occupancy models. Ecosphere,8(9) , e01944. https://doi.org/10.1002/ecs2.1944

Spreadsheet

OccPower.xlsx

Spreadsheet to compute power to detect difference in 2 independent occupancy estimates using asymptotic approximations described in Guillera-Arroita et. al. (2012).

Download the XLS

Guillera-Arroita, G., & Lahoz-Monfort, J. J. (2012). Designing studies to detect differences in species occupancy: Power analysis under imperfect detection. Methods in Ecology and Evolution, 3(5), 860-869. https://doi.org/10.1111/j.2041-210X.2012.00225.x

R code/Tutorial

“An Introduction to Camera Trap Data Management and Analysis in R > Chapter 11 Occupancy”

https://bookdown.org/c_w_beirne/wildCo-Data-Analysis/occupancy.html

WildCo Lab (2021c). Chapter 11 Occupancy. https://bookdown.org/c_w_beirne/wildCo-Data-Analysis/occupancy.html

Program

Program “PRESENCE”

“Relatively simple, but comprehensive, software dedicated to occupancy estimation. Linux version available. Can also be used for occupancy-based species richness estimation.” (Wearn & Glover-Kapfer, 2017)

Software: <www.mbr-pwrc.usgs.gov/software/presence.html>;
Help forum: <www.phidot.org>

Hines, J. E. (2006). PRESENCE - Software to estimate patch occupancy and related parameters. https://www.mbr-pwrc.usgs.gov/software/presence.html.

R package

Package “RPresence”

“The R counterpart to Presence. Cross-platform (Windows, Mac and Linux).” (Wearn & Glover-Kapfer, 2017)

https://www.mbr-pwrc.usgs.gov/software/presence.shtml

Hines, J. E. (2006). PRESENCE - Software to estimate patch occupancy and related parameters. https://www.mbr-pwrc.usgs.gov/software/presence.html.

R package

R package “unmarked”

“Implements a wide variety of occupancy and count-based abundance models (the latter are mostly not appropriate for camera-trapping). Actively being developed and supported by a community of users. Cross-platform (Windows, Mac and Linux).” (Wearn & Glover-Kapfer, 2017)

https://cran.r-project.org/web/packages/unmarked/index.html;
https://groups.google.com/d/forum/unmarked,;
https://hmecology.github.io/unmarked>

Fiske, I. & Chandler, R. (2011). unmarked: An R Package for Fitting Hierarchical Models of Wildlife Occurrence and Abundance. Journal of Statistical Software, 43 (10), 1-23. https://www.jstatsoft.org/v43/i10;

Kellner, K. F., Smith, A. D., Royle, J. A., Kery, M, Belant, J. L., & Chandler, R. B. (2023). The unmarked R package: Twelve years of advances in occurrence and abundance modelling in ecology. Methods in Ecology and Evolution, 14 (6), 1408-1415. https://www.jstatsoft.org/v43/i10/

R code/Tutorial

Multi-season Occupancy Models

https://darinjmcneil.weebly.com/multi-season-occupancy.html

McNeil, D. (n.d.). Multi-season Occupancy Models. https://darinjmcneil.weebly.com/multi-season-occupancy.html

R package

Package “detect”

R package for analyzing wildlife data with detection error

psolymos/detect

Solymos, P. (2023). Package ‘detect’: Analyzing Wildlife Data with Detection Error. R package version 0.4-6. https://cran.r-project.org/web/packages/detect/detect.pdf

R code/Tutorial

Occupancy Modeling

Easy to follow explanation of occupancy models with accompanying tutorial and R code.

https://kevintshoemaker.github.io/NRES-746/Occupancy.html

Tutorial

occupancyTuts: Occupancy modelling tutorials with RPresence

Occupancy modelling tutorials with RPresence

https://doi.org/10.1111/2041-210X.14285

Donovan, T., Hines, J., & MacKenzie, D. (2024). OCCUPANCYTUTS: Occupancy modelling tutorials with RPRESENCE. Methods in Ecology and Evolution, 15(3), 477-483. https://doi.org/10.1111/2041-210X.14285

R code/Tutorial

Implicit dynamics occupancy models in R

Implicit dynamics occupancy models with the R package RPresence. These models estimate occupancy probability when it changes through time without estimating colonization and extinction parameters.
The code and sample data from this tutorial are available on GitHub; jamesepaterson/occupancyworkshop.

https://jamesepaterson.github.io/jamespatersonblog/2024-06-02_implicitdynamicsoccupancy.html

Paterson, J. (2024). Implicit dynamics occupancy models in R. https://jamesepaterson.github.io/jamespatersonblog/2024-06-02_implicitdynamicsoccupancy.html

Tutorial

Using the mgcvmgcv package to create a generalized additive occupancy model in R

https://masonfidino.com/generalized_additive_occupancy_model

Fidino, M. (2021F) Using the mgcvmgcv package to create a generalized additive occupancy model in R. https://masonfidino.com/generalized_additive_occupancy_model

R Shiny app

Bias in single-season occupancy models

“Compute the relative bias (in %) in the maximum-likelihood estimator of the occupancy probability ψ in a single-season (aka static) occupancy model with constant parameters fitted with the package ‘unmarked’.”

Repo: oliviergimenez/bias_occupancy_flexdashboard
App: https://ecologicalstatistics.shinyapps.io/bias_occupancy

Gimenez, O. (2020a). Bias in single-season occupancy models. https://ecologicalstatistics.shinyapps.io/bias_occupancy; oliviergimenez/bias_occupancy_flexdashboard

R code

Bias in occupancy estimate for a static model

“R code to calculate bias in occupancy estimate as a function of the detection probability given various levels of occupancy probability, various number of sites and surveys.”

oliviergimenez/bias_occupancy

Gimenez, O. (2020b). Bias in occupancy estimate for a static model. oliviergimenez/bias_occupancy

R code/ Presentation

Species Distribution Modelling

‘Vernon Visser provided a brief introduction to SDMs. Below you can replace the lecture slides and R script from this seminar. Provided in these materials is:
- A step-by-step guide to running your own SDM
- Suggestions for best practices
- References that can help provide more detail on the methods
-An R script that is annotated to make its understanding and adaptability easier’

https://science.uct.ac.za/seec/stats-toolbox-seminars-spatial-and-species-distribution-toolboxes/species-distribution-modelling

Burton, A. C., Neilson, E., Moreira, D., Ladle, A., Steenweg, R., Fisher, J. T., Bayne, E., Boutin, S., & Stephens, P. (2015). Camera trap Trapping: A Review and Recommendations for Linking Surveys to Ecological Processes. Journal of Applied Ecology, 52(3), 675-685. https://doi.org/10.1111/1365-2664.12432

Byrne, M. & Golden, J. (2021). Occupancy Modeling. https://kevintshoemaker.github.io/NRES-746/Occupancy.html

Chatterjee, N., Schuttler, T. G., Nigam, P., & Habib, B. (2021). Deciphering the rarity-detectability continuum: optimizing Survey design for terrestrial mammalian community. Ecosphere 12(9), e03748. https://doi.org/10.1002/ecs2.3748

Clarke, J., Bohm, H., Burton, C., Constantinou, A. (2023). Using Camera Traps to Estimate Medium and Large Mammal Density: Comparison of Methods and Recommendations for Wildlife Managers. https://doi.org/10.13140/RG.2.2.18364.72320

Cove, M. (2020a, Sep 27). Occupancy Modeling Video 1 – Sampling Techniques for Mammals. [Video]. YouTube. https://www.youtube.com/watch?v=n21Ugw0lYcY

Cove, M. (2020b, Sep 27). Occupancy Modeling Video 2 – Introductory Statistical Review. [Video]. YouTube. https://www.youtube.com/watch?v=u–F8_oRpVU&t=1s

Cove, M. (2020c, Sep 27). Occupancy Modeling Video 3 – What are Occupancy Models and What are the Applications? [Video]. YouTube. https://www.youtube.com/watch?v=-F-txltI_iA

Cove, M. (2020d, Sep 28). Occupancy Modeling Video 4 – How to Run and Interpret the Models in PRESENCE [Video]. YouTube. https://www.youtube.com/watch?v=DVo4KVMPnWg

Donovan, T., Hines, J., & MacKenzie, D. (2024). OCCUPANCYTUTS: Occupancy modelling tutorials with RPRESENCE. Methods in Ecology and Evolution, 15(3), 477-483. https://doi.org/10.1111/2041-210X.14285

Efford, M. G., & Dawson, D. K. (2012). Occupancy in continuous habitat. Ecosphere, 3(4). Article 32. https://doi.org/10.1890/es11-00308.1

Fidino, M. (2021d) So, you don’t have enough data to fit a dynamic occupancy model? An introduction to auto-logistic occupancy models. https://masonfidino.com/autologistic_occupancy_model

Fidino, M. (2021a) multi-state-occupancy-models. mfidino/integrated-occupancy-model

Fidino, M. (2021b) A gentle introduction to an integrated occupancy model that combines presence-only and detection/non-detection data, and how to fit it in JAGS https://masonfidino.com/bayesian_integrated_model

Fidino, M. (2021c) integrated-occupancy-models mfidino/integrated-occupancy-model

Fidino, M. (2021e) auto-logistic-occupancy. mfidino/auto-logistic-occupancy

Fidino, M. (2021F) Using the mgcvmgcv package to create a generalized additive occupancy model in R. https://masonfidino.com/generalized_additive_occupancy_model

Fidino, M. (2023) autoOcc: An R package for fitting autologistic occupancy models. R package version 0.1.1, mfidino/autoOcc

Fidino, M., & Magle, S. B. (2017). Using Fourier series to predict periodic patterns in dynamic occupancy models. Ecosphere,8(9) , e01944. https://doi.org/10.1002/ecs2.1944

Kellner, K. F., Smith, A. D., Royle, J. A., Kery, M, Belant, J. L., & Chandler, R. B. (2023). The unmarked R package: Twelve years of advances in occurrence and abundance modelling in ecology. Methods in Ecology and Evolution, 14 (6), 1408-1415. https://www.jstatsoft.org/v43/i10/

Gaston, K. J., Blackburn, T. M., Greenwood, J. J. D., Gregory, R. D., Quinn, R. M., & Lawton, J. H. (2000). Abundance-Occupancy Relationships. The Journal of Applied Ecology, 37(s1), 39-59. https://doi.org/10.1046/j.1365-2664.2000.00485.x

Gimenez, O. (2020a). Bias in single-season occupancy models. https://ecologicalstatistics.shinyapps.io/bias_occupancy; oliviergimenez/bias_occupancy_flexdashboard

Gimenez, O. (2020b). Bias in occupancy estimate for a static model. oliviergimenez/bias_occupancy

Gimenez, O. (2023, May 16). Workshop on estimating (wolf) occupancy with R [Video]. YouTube. https://www.youtube.com/watch?v=rpjVrFI_dr8

Guillera‐Arroita, G. (2017). Modelling of species distributions, range dynamics and communities under imperfect detection: Advances, challenges and opportunities. Ecography, 40(2), 281-295. https://doi.org/10.1111/ecog.02445

Hines, J. E. (2006). PRESENCE - Software to estimate patch occupancy and related parameters. https://www.mbr-pwrc.usgs.gov/software/presence.html.

Fiske, I. & Chandler, R. (2011). unmarked: An R Package for Fitting Hierarchical Models of Wildlife Occurrence and Abundance. Journal of Statistical Software, 43 (10), 1-23. https://www.jstatsoft.org/v43/i10

MacKenzie, D. I., Nichols, J. D., Royle, J. A., Pollock, K. H., Bailey, L. L., & Hines, J. E. (2017). Occupancy Estimation and Modeling: Inferring Patterns and Dynamics of Species Occurrence. 2nd ed. Academic Press, San Diego. https://www.sciencedirect.com/book/9780124071971/occupancy-estimation-and-modeling.

McNeil, D. (n.d.). Multi-season Occupancy Models. https://darinjmcneil.weebly.com/multi-season-occupancy.html

Murray, M. H., Fidino, M., Lehrer, E. W., Simonis, J. L., & Magle, S. B. (2021). A multi-state occupancy model to non-invasively monitor visible signs of wildlife health with camera traps that accounts for image quality. Journal of Animal Ecology, 90(8), 1973-1984. https://doi.org/10.1111/1365-2656.13515

Neilson, E. W., Avgar, T., Burton, A. C., Broadley, K., & Boutin, S. (2018). Animal movement affects interpretation of occupancy models from camera‐trap Surveys of unmarked animals. Ecosphere, 9(1). https://doi.org/10.1002/ecs2.2092

Noon, B. R., Bailey, L. L., Sisk, T. D., & McKelvey, K. S. (2012). Efficient Species-Level Monitoring at the Landscape Scale. Conservation Biology, 26(3), 432-41. https://doi.org/10.1111/j.1523-1739.2012.01855.x.

Paterson, J. (2024). Implicit dynamics occupancy models in R. https://jamesepaterson.github.io/jamespatersonblog/2024-06-02_implicitdynamicsoccupancy.html

Proteus (2018, Mar 19). Occupancy modelling - more than species presence/absence! [Video]. YouTube. https://www.youtube.com/watch?v=Sp4kb4_TiBA&t=2s

Proteus. (2019a, May 30). Occupancy modelling - the difference between probability and proportion of units occupied [Video]. YouTube. https://www.youtube.com/watch?v=zKQFY8W4ceU

Proteus. (2019b, Aug 22). Occupancy models - how many covariates can I include? [Video]. YouTube. https://www.youtube.com/watch?v=tCh7rTu6fvQ

Proteus (N.D.). Occupancy modelling - more than species presence/absence! [Webpage]. https://www.proteus.co.nz/news-tips-and-tricks/occupancy-modelling-more-than-species-presenceabsence

Royle, J. A., & Dorazio, R. M. (2008). Hierarchical Modeling and Inference in Ecology: The Analysis of Data from Populations, Metapopulations and Communities. 1st ed. Academic Press, Amsterdam; Boston. https://doi.org/10.1016/B978-0-12-374097-7.50001-5

Sollmann, R. (2018). A gentle introduction to camera‐trap data analysis. African Journal of Ecology, 56, 740-749. https://doi.org/10.1111/aje.12557

Solymos, P. (2023). Package ‘detect’: Analyzing Wildlife Data with Detection Error. R package version 0.4-6. https://cran.r-project.org/web/packages/detect/detect.pdf

Southwell, D. M., Einoder, L. D., Lahoz‐Monfort, J. J., Fisher, A., Gillespie, G. R., & Wintle, B. A. (2019). Spatially explicit power analysis for detecting occupancy trends for multiple species. Ecological Applications, 29, e01950. https://doi.org/10.1002/eap.1950

Steenweg, R., Hebblewhite, M., Whittington, J., Lukacs, P., & McKelvey, K. (2018). Sampling scales define occupancy and underlying occupancy-abundance relationships in animals. Ecology, 99(1), 172-183. https://doi.org/10.1002/ecy.2054

Stewart, F. E. C., Fisher, J. T., Burton, A. C., & Volpe, J. P. (2018). Species occurrence data reflect the magnitude of animal movements better than the proximity of animal space use. Ecosphere, 9(2), e02112. https://doi.org/10.1002/ecs2.2112

weecology (2020, Oct 30). Introduction to Species Distribution Modeling Using R. [Video]. YouTube. https://www.youtube.com/watch?v=0VObf2rMrI8

WildCo Lab (2021c). Chapter 11 Occupancy. https://bookdown.org/c_w_beirne/wildCo-Data-Analysis/occupancy.html