Occupancy Estimation and Modeling

Occupancy models were developed to estimate metapopulation parameters when detection probability (\(p\)) is \(<1\).
\[ \psi_{i,t+1} = O_{i,t}(1-\varepsilon) + (1-O_{i,t})\gamma \\ O_{i,t+1} \sim \mbox{Bernoulli}(\psi_{i,t+1}) \]
Metapopulation parameters:
If \(p<1\), we might incorrectly conclude that a site is unoccupied if we don’t detect any individuals
Consequences:
Scenario
How many potholes are occupied by mallards?
Model for the occurrence state \[ O_{i} \sim \mbox{Bernoulli}(\psi) \]
Model for the data \[ y_{ij} \sim \mbox{Bernoulli}(O_i \times p) \]
To estimate \(\psi\) and \(p\), we should use a good study design:
| Occasion 1 | Occasion 2 | Occasion 3 | |
|---|---|---|---|
| Site 1 | 0 | 0 | 1 |
| Site 2 | 0 | 0 | 0 |
| Site 3 | 0 | 0 | 0 |
| Site 4 | 1 | 0 | 0 |
| Site 5 | 0 | 0 | 0 |
| Site 6 | 1 | 0 | 1 |
| Site 7 | 1 | 0 | 0 |
| Site 8 | 0 | 0 | 0 |
| Site 9 | 0 | 1 | 0 |
| Site 10 | 0 | 0 | 0 |
| Occasion 1 | Occasion 2 | Occasion 3 | |
|---|---|---|---|
| Site 1 | 1 | 1 | 1 |
| Site 2 | 0 | 0 | 0 |
| Site 3 | 0 | 0 | 0 |
| Site 4 | 1 | 1 | 1 |
| Site 5 | 0 | 0 | 0 |
| Site 6 | 1 | 0 | 1 |
| Site 7 | 1 | 1 | 1 |
| Site 8 | 0 | 0 | 0 |
| Site 9 | 0 | 1 | 1 |
| Site 10 | 0 | 0 | 0 |
Maximum likelihood

Software: Program PRESENCE, Program MARK, R package unmarked
| Occasion 1 | Occasion 2 | Occasion 3 | |
|---|---|---|---|
| Site 1 | 0 | 0 | 1 |
| Site 2 | 0 | 0 | 0 |
| Site 3 | 0 | 0 | 0 |
| Site 4 | 1 | 1 | 0 |
| Site 5 | 0 | 0 | 0 |
| Site 6 | 1 | 1 | 1 |
| Site 7 | 1 | 0 | 0 |
| Site 8 | 0 | 0 | 0 |
| Site 9 | 0 | 1 | 0 |
| Site 10 | 0 | 0 | 0 |
Naive occupancy = 5/10 = 0.50
Estimated occupancy = \(\hat{\psi} = 0.61 \pm 0.22\)
Estimated detection = \(\hat{p} = 0.44 \pm 0.16\)
If you sample a site \(K\) times, how do you calculate overall detection probability (\(\bar{p}\))?
\[ \bar{p} = 1 - (1-p)^K \]
\(\bar{p}\) is detection probability after \(K\) sampling occasions
\(p\) is detection probability on a single occasion
\(K\) is the number of sampling occasions (e.g., visits to a site)
The value of \(\psi\) or \(p\) may depend on other variables, e.g. habitat, weather, observer abilities.
Covariate effects can be accounted for by treating detection probability as a function.
A common choice is the logit-linear model: \[ \mbox{logit}(\psi_i) = \beta_0 + \beta_1\mbox{ELEV}_i \]


Bauder et al. 2017
With more than 1 season, we can estimate all the parameters of our metapopulation model, plus detection probability \(p\)
\[ \psi_{i,t+1} = O_{i,t}(1-\varepsilon) + (1-O_{i,t})\gamma \\ O_{i,t+1} \sim \mbox{Bernoulli}(\psi_{i,t+1}) \\ y_{i,j,t} \sim \mathrm{Bernoulli}(O_{i,t} \times p) \]
5 sites, 2 seasons, and 3 sampling occasions:
| Season 1 | Season 2 | ||||||
|---|---|---|---|---|---|---|---|
| Occasion 1 | Occasion 2 | Occasion 3 | Occasion 1 | Occasion 2 | Occasion 3 | ||
| Site 1 | 0 | 0 | 1 | 1 | 0 | 0 | |
| Site 2 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Site 3 | 0 | 0 | 0 | 1 | 0 | 0 | |
| Site 4 | 1 | 1 | 1 | 0 | 0 | 0 | |
| Site 5 | 0 | 0 | 0 | 1 | 1 | 0 | |
Occupancy models let us estimate metapopulation parameters when detection is imperfect.
There are no individual-level data or parameters.
These methods are often easy to implement over large areas and so are used in monitoring programs.
Definition of site and season are very important considerations.
Models can be used in other contexts, such as when a site is a human, and we are interested in proportion of people with some disease.