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Lessons Learned
David E. Stephenson Senior Biologist,  
Natural Resource Solutions Inc.  
Waterloo, ON,  Canada
CanWEA 2010
26th Annual Conference and Exhibition
Channel StabChannel Stability in Organic
Soils Considerations
in Organic Soils
Lessons Learned
from Post -
Construction Bird &
Bat Monitoring
Overview
• Overview of Natural Resource Solutions Inc.
• Overview of Post‐Construction Mortality 
Monitoring
• Mortality Search Radius
• Asymmetry of Carcasses
• Searcher Efficiency
• Scavenger Removal
• Other Issues
• Recommendations
Introduction
•NRSI has participated in operational monitoring at wind farms
since 2006
•Involved in over 4000MW of wind power projects in Ontario,
Manitoba, Saskatchewan, Alberta, and New Brunswick
•Projects range from individual turbines to some of the largest
wind projects in Canada
Search Radius
•Literature and methodology documents present a range of
metrics for search radius from the base of turbines
•Typical numbers 50m to over 60m radius
•The area searched is related to the square of the radius, a
small change in radius can have a substantial impact on
search area
45m radius = 6361sq m
50m radius = 7854sq m
55m radius = 9503sq m
60m radius = 11309sq m
e.g. Going from 45m search radius to 60m is roughly doubling the area
Search Radius
Asymmetry of Carcasses
• In most cases full coverage of the area under the
turbine, circular, square, variations in the layout of
transects, linear vs spiral
• In some studies sectors or radial transects from
the turbines are sampled, sample a radial
subsample of the area under the turbine
• As part of mortality monitoring, the
bearing & distance is recorded
• Provides a measure of the asymmetry
of carcass (could result from number
of factors - prevailing winds, etc.)
Plot of Bat Carcasses Around
Turbine
Searcher Efficiency
• What is the success of the individual
searcher in finding the carcasses
• Determined in a number of ways, blind test
where searcher is tested against a number
of known search targets (birds, bats,
surrogates)
• Number of factors come to play:
– Individual to individual success
– Training
– Experience
– Use of dogs
– Ground cover
– Related to seasonality in 
several ways
0.0
20.0
40.0
60.0
80.0
100.0
120.0
February March April May July August September October November December Overall
Month
AverageSearcherEfficiency......
Birds 2007
Bats 2007
Birds 2006
Searcher Efficiency
Searcher Efficiency by Time of Day
•Requiring crews to search many turbines per day in order to
get monitoring requirements completed
•Have not seen any specific data related
to searcher fatigue, but personally
can attest to this likelihood
Searcher Efficiency
Seasonal Issues
•In cropped lands, change in groundcover
through the monitoring period can be
extreme, ranging from bare ground where
SE is very high to densely grown crops
such as corn or soybeans where SE can
be very low
•in spring or with some tighter soil types,
ponding of water on ground can obscure
the carcasses
•in areas close to trees, leaf fall can
impede ability of seeing carcasses
Searcher Efficiency
Woodland Searches
•Searcher efficiency and scavenger removal trials show that
carcasses cannot be found
•Too much to obscure search – not worth the effort even
with dogs.
Search Data Confounding
Data Confounding
When search frequency is so frequent that results of one
search cannot be deemed independent from previous search
Scavenger Removal
•What is the likelihood that a scavenger removed the carcass
before the searcher had a chance to look
•Based on a test where test carcasses are placed and
monitored over time (birds, bats, surrogates)
•Can have a substantial impact on results, but also very
variable
•Results from studies vary,
but in many cases see a
semilogarthmic relation
0
10
20
30
40
50
60
70
80
90
100
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
Days
CarcassesRemaining(%)
Birds - February
Birds - March
Birds - April
Birds - May
Birds - September
Birds - October
Bats - July
Bats - August
Bats - September
Bats - October
Scavenger Removal
•Scavenger checks occur at varying frequencies, and with
semilog relationship as the frequency of checks increases
the accuracy of analysis decreases
•in case of semilog, as long as searches occur and are
corrected less than or equal to the scavenger check
frequency probably ok
•But in some examples
there have been linear
assumptions that can
drastically underestimate
the rate of carcass removal
Scavenger Learning
Scavenger Learning
Do scavengers learn that areas
around turbines can be a
source of prey?
Challenge of Zeros
•Approach to assessing mortality generally based on
averaging data across the project
•But if interested in specific turbines, zeros can be difficult to
interpret
•Does a zero mean that there are no mortalities or that they
were missed or scavenged?
High Adjustment Factors
•It is not uncommon to find that the combination of searcher and
scavenger factors require a doubling, quadrupling or more of the
number of found carcasses found
•Is the aggregate of conservative adjustment assumptions
overwhelming the data?
•How much confidence do we have in the end results?
•In an example, that is not too extreme, a single carcass may after
applying adjustments represent 5 dead animals (and you’re
basically at the threshold for applying mitigation in Ontario)
•The implications of high adjustment factors and the need for
replicates to tighten confidence limits.
Recommendations
•Test the search radius as part of your experimental
design
•Include full coverage of area under turbine not radial
subsample
•Train crews, consider dogs
•Frequent scavenger tests
•Replicates
•The value in tightening up the confidence limits on the
adjustment factors cannot be overemphasized

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Nrsi can wea2010_mortality(stephenson)1

  • 1. Lessons Learned David E. Stephenson Senior Biologist,   Natural Resource Solutions Inc.   Waterloo, ON,  Canada CanWEA 2010 26th Annual Conference and Exhibition Channel StabChannel Stability in Organic Soils Considerations in Organic Soils Lessons Learned from Post - Construction Bird & Bat Monitoring
  • 2. Overview • Overview of Natural Resource Solutions Inc. • Overview of Post‐Construction Mortality  Monitoring • Mortality Search Radius • Asymmetry of Carcasses • Searcher Efficiency • Scavenger Removal • Other Issues • Recommendations
  • 3. Introduction •NRSI has participated in operational monitoring at wind farms since 2006 •Involved in over 4000MW of wind power projects in Ontario, Manitoba, Saskatchewan, Alberta, and New Brunswick •Projects range from individual turbines to some of the largest wind projects in Canada
  • 4. Search Radius •Literature and methodology documents present a range of metrics for search radius from the base of turbines •Typical numbers 50m to over 60m radius •The area searched is related to the square of the radius, a small change in radius can have a substantial impact on search area 45m radius = 6361sq m 50m radius = 7854sq m 55m radius = 9503sq m 60m radius = 11309sq m e.g. Going from 45m search radius to 60m is roughly doubling the area
  • 6. Asymmetry of Carcasses • In most cases full coverage of the area under the turbine, circular, square, variations in the layout of transects, linear vs spiral • In some studies sectors or radial transects from the turbines are sampled, sample a radial subsample of the area under the turbine • As part of mortality monitoring, the bearing & distance is recorded • Provides a measure of the asymmetry of carcass (could result from number of factors - prevailing winds, etc.) Plot of Bat Carcasses Around Turbine
  • 7. Searcher Efficiency • What is the success of the individual searcher in finding the carcasses • Determined in a number of ways, blind test where searcher is tested against a number of known search targets (birds, bats, surrogates) • Number of factors come to play: – Individual to individual success – Training – Experience – Use of dogs – Ground cover – Related to seasonality in  several ways 0.0 20.0 40.0 60.0 80.0 100.0 120.0 February March April May July August September October November December Overall Month AverageSearcherEfficiency...... Birds 2007 Bats 2007 Birds 2006
  • 8. Searcher Efficiency Searcher Efficiency by Time of Day •Requiring crews to search many turbines per day in order to get monitoring requirements completed •Have not seen any specific data related to searcher fatigue, but personally can attest to this likelihood
  • 9. Searcher Efficiency Seasonal Issues •In cropped lands, change in groundcover through the monitoring period can be extreme, ranging from bare ground where SE is very high to densely grown crops such as corn or soybeans where SE can be very low •in spring or with some tighter soil types, ponding of water on ground can obscure the carcasses •in areas close to trees, leaf fall can impede ability of seeing carcasses
  • 10. Searcher Efficiency Woodland Searches •Searcher efficiency and scavenger removal trials show that carcasses cannot be found •Too much to obscure search – not worth the effort even with dogs.
  • 11. Search Data Confounding Data Confounding When search frequency is so frequent that results of one search cannot be deemed independent from previous search
  • 12. Scavenger Removal •What is the likelihood that a scavenger removed the carcass before the searcher had a chance to look •Based on a test where test carcasses are placed and monitored over time (birds, bats, surrogates) •Can have a substantial impact on results, but also very variable •Results from studies vary, but in many cases see a semilogarthmic relation 0 10 20 30 40 50 60 70 80 90 100 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 Days CarcassesRemaining(%) Birds - February Birds - March Birds - April Birds - May Birds - September Birds - October Bats - July Bats - August Bats - September Bats - October
  • 13. Scavenger Removal •Scavenger checks occur at varying frequencies, and with semilog relationship as the frequency of checks increases the accuracy of analysis decreases •in case of semilog, as long as searches occur and are corrected less than or equal to the scavenger check frequency probably ok •But in some examples there have been linear assumptions that can drastically underestimate the rate of carcass removal
  • 14. Scavenger Learning Scavenger Learning Do scavengers learn that areas around turbines can be a source of prey?
  • 15. Challenge of Zeros •Approach to assessing mortality generally based on averaging data across the project •But if interested in specific turbines, zeros can be difficult to interpret •Does a zero mean that there are no mortalities or that they were missed or scavenged?
  • 16. High Adjustment Factors •It is not uncommon to find that the combination of searcher and scavenger factors require a doubling, quadrupling or more of the number of found carcasses found •Is the aggregate of conservative adjustment assumptions overwhelming the data? •How much confidence do we have in the end results? •In an example, that is not too extreme, a single carcass may after applying adjustments represent 5 dead animals (and you’re basically at the threshold for applying mitigation in Ontario) •The implications of high adjustment factors and the need for replicates to tighten confidence limits.
  • 17. Recommendations •Test the search radius as part of your experimental design •Include full coverage of area under turbine not radial subsample •Train crews, consider dogs •Frequent scavenger tests •Replicates •The value in tightening up the confidence limits on the adjustment factors cannot be overemphasized