We compared regional-scale predictions of boreal bird abundance as a function of oil and gas footprint based on dose-response versus zone-of-impact models and evaluated the predictive accuracy of both sets of models. Zone-of-impact models usually had higher explanatory power than dose-response models for a given species. As well, footprint impacts were detected for more bird species using zone-of-impact than dose-response models. One reason for the higher explanatory power of zone-of-impact models may be that dose-response models considered amounts of footprint only within 150 m of point counts rather than at larger, potentially influential spatial scales (e.g., Mahon et al. 2019). In contrast, measuring effects of distance to footprint ⸺while not linked to a particular spatial scale⸺probably captured landscape-scale influences of footprint that were not present in dose-response models.
That dose-response and zone-of-impact models generally predicted similar regional population outcomes was not surprising given the reasonably strong correlations between amount and nearest distance to footprint for most stressor types. There were strong negative correlations (Spearman r < -0.5) between the proportion of each footprint within 150 m and nearest distance to that footprint type for most stressors (seismic: -0.70; pipeline: -0.51; well site: -0.51; roadside: -0.50), but there was a weaker negative correlation between the proportion of and distance to facility footprint (-0.35). This weaker correlation for facilities suggests that relationships between footprint amount and distance are conditional on how a study is designed and analyzed. Our collated data set included data from different studies designed to test specific gradients of energy sector footprint, distances to edge, and other objectives. Thus, we did not have a balanced experimental design with similar numbers of surveys across different footprint types, systematically located across our study area. Further, modelling dose-response and zone-of-impact effects at local spatial scales probably weakened the correlation between facility amount and distance to facility. Facility footprint is the least extensive at large spatial scales, being less numerous and more concentrated in smaller areas than other footprint types (Boxall et al. 2005). As a result, there is a much larger range of distances to the nearest facility than any other footprint type. Facilities can be very large and are more likely to cover the entire area sampled for birds (footprint proportions range from 0 to 1 for facilities) than the other footprint types (i.e., footprint proportions range from 0 to 0.25 for seismic). Recognizing that inherently different ranges are possible for footprint types suggests that different approaches to modelling footprint types might be required when creating large-scale regional models of cumulative effects (e.g., Sólymos et al. 2020). Dose-response models may be more useful for examining additive and interactive effects of multiple widely distributed footprint/disturbance types in complex multi-stressor and multi-sector landscapes where footprint types are not spatially or temporally independent (Mahon et al. 2019). In areas with lower amounts of footprint types, greater dispersion of footprint types, or fewer footprint types, zone-of-impact models might be useful because distance effects can be examined independently (spatially independent) and accurately.
The strong correlation between dose-response and zone-of-impact measurements for other footprint types suggests that either model could be used in regulatory decisions. While the improved model fit and greater number of significant zone-of-impact relationships suggest that zone-of-impact approaches are “better”, we caution against relying entirely on one framework over the other. We suggest instead that creating and presenting both kinds of models can provide important complementary insights into the processes generating impacts of human footprint on birds. If a primary goal is to understand cumulative effects of different footprint types, dose-response models may be more appropriate as the total area disturbed by different combinations of footprint at varying spatial scales can be assessed, which can not be done using zone-of-impact models. However, the mechanisms (i.e., habitat loss versus fragmentation) are more challenging to separate with dose-response models.
Zone-of-impact models may be more useful for detecting potential edge effects of footprint on species of wildlife (Laurance and Yensen 1991; Ewers and Didham 2007). There is stronger evidence for an edge effect of footprint if a species’ abundance strongly changes at distances large enough that there is no footprint within the species’ territories within survey areas. For songbirds, evidence of edge effects could be associated with threshold distances greater than the radius of a point count (~ 150 m): a 150-m point count is large enough to contain multiple territories of most forest songbird species. Further, many forest songbird species have song characteristics that make it unlikely to 1) detect those species within forests beyond 150 m using point counts, and 2) detecting conspecifics using habitat including footprint outside of the point count radius (Matsuoka et al. 2012). Cumulative edge effects could be significant given the amount of habitat edge created by well-sites, linear footprint, and forest harvest in boreal forests (Wells et al. 2020) and could be positive or negative for different species (Murcia 1995). However, although we did find strong changes in abundance of species at threshold distances, these distances were generally not large enough to exclude the possibility of habitat loss or creation by footprint. Even if we had identified significantly large zone-of-impact thresholds, the underlying mechanisms of edge effects (e.g., noise, microclimate changes, resources, predators) for different species in this paper have not been identified. A possible alternative explanation is that as there are multiple human footprint types (including harvest) that are close to or overlapping with each other, i.e., impacts which may not be independent. In our study, point count distance from pipelines was positively correlated with distance from roads (r = 0.72); otherwise, correlations between nearest distances to different footprint types were weak (r < 0.5). However, correlations among nearest distances to different footprint types vary spatially, so that potential edge effects of one footprint could vary with the proximity of other footprint types. In addition, the collection of survey locations we used did not have equal numbers at varying distances in all vegetation types. Undoubtedly, the way a species responds to distance-to-edge will be dependent on the suitability of the vegetation type for that species. Future analysis should evaluate whether different thresholds are observed in different vegetation types. Understanding the magnitude of edge effects is essential as it has major implications for conservation or management of boreal bird habitats as estimates of suitable habitat and population size change considerably when negative edge effects are found (Laurance and Yensen 1991; Ewers and Didham 2007), in addition to whatever vegetation has been lost due to oil and gas development (Johnson and St.-Laurent 2011).
Piecewise regression models could be used in place of an inverse function to assess if the relationship between bird abundance and amount of or distance from footprint increased or decreased or changed sharply at a threshold determined from the data as opposed to a predetermined threshold (Toms and Villard 2015). We initially used the “segmented” package in R to run piecewise regression models and estimate distance thresholds at which species abundance changed sharply (Muggeo 2008). In these initial analyses, zone-of-impact models including piecewise regression functions of distance usually performed better AIC-wise than dose-response models and identified distance thresholds greater than 150 m for many songbirds, suggesting that edge effects were important. However, different thresholds were calculated often when piecewise regression models were rerun, making comparisons to other models less reproducible and increasing model prediction uncertainty, with population projections for some species varying by an order of magnitude. For that reason, we have not included piecewise regression results in this paper.
Using both dose-response and zone-of-impact methods, we found more negative effects of oil and gas footprint on species associated with older coniferous upland forests. The dose-response models demonstrate that habitat loss is occurring for these species, while the zone of impact models show thresholds at distances farther than the sampling radius of a point count, suggesting edge effects. These effects seem to be stronger for species that prefer older coniferous and mixed-wood stands than species that rely on older deciduous forest. This difference could be caused by faster vegetation regrowth on abandoned disturbances in deciduous forest (Nijland et al. 2015). Importantly, old coniferous and mixed-wood forest are some of the least common habitats in our study region and at greatest risk of loss/ disturbance from other extensive and intensive industrial activities such as industrial forestry that targets both deciduous and mixed-wood forests for pulp and paper, but also conifer forests for saw timber. Forestry remains the largest human activity in the boreal forest in terms of area disturbed (Wells et al. 2020) but is usually a temporary disturbance. While timber and pulpwood harvest size and distribution can differ strongly from natural disturbance like forest fires, some harvest plans attempt to emulate natural disturbance patterns in long-term effects on wildlife communities (Schieck and Song 2006, Huggard et al. 2014). Nevertheless, it is likely that effects of forestry could compound energy sector effects on forest birds, especially if both industries are operating in the preferred stands and forest ages used by a species.
Future studies that combine dose-response and zone-of-impact models to evaluate cumulative effects of footprint on boreal birds or other boreal forest wildlife can be improved in a few ways. First, as more point count data becomes available for different footprint types, such studies can consider a wider variety of footprints or whether different footprint types can be combined in larger categories (Mahon et al. 2019). Industry regularly asks to understand how each type of disturbance influences species so that it can develop appropriate mitigation but whether this level of detail is needed for cumulative effects management remains uncertain. Second, while we used a single spatial scale (within 150 m of point counts) and the same data to directly compare explanatory power and regional population estimates of dose-response and zone-of-impact models, future studies could consider effects of footprint amount at larger spatial or multiple spatial scales with co-occurring footprints including harvest (e.g., Bayne et al. [2005]; Mahon et al. [2019]). One difference between dose-response and zone of impact methods is that dose-response can be modelled at any spatial scale with any number of survey stations per landscape unit. In contrast, zone of impact models must use point-level data that are independent of scale. Third, since boreal forest landscapes usually include multiple footprint types in proximity (Johnson and St.-Laurent 2011), future studies can consider both additive and interactive effects of different footprint types as in Mahon et al. (2019). For zone-of-impact models, interactive effects might be assessed by determining if the zone-of-impact for a specific footprint varies among landscapes with different amounts of other footprint types, with the suitability of adjacent vegetation for a particular species, with the age or recovery of vegetation in that footprint, given that probability of species using footprint can change over time with vegetation recovery (Lankau et al. 2013, Leston et al. 2018). Yet another alternative would be to combine dose-response and zone-of-impact predictors within the same models.
The differences in approach we discuss are not fundamentally right or wrong when it comes to scientific investigation. However, they demonstrate a key challenge when using wildlife-habitat models for regulatory decision-making and cumulative effects assessment, as well as the complexity of addressing the issue of cumulative effects in a way that identifies the relative impact of different disturbance types. While such studies are useful and needed, they should not be viewed as the last step before management action. Ultimately, what is needed for effective cumulative effects management is a framework of analysis that is standardized and agreed to by all stakeholders. Such an approach allows integration of new data and studies into this framework to improve model predictions by filling key gaps and uncertainties, rather than evaluating how new analytical approaches influence interpretation. To do so requires fulsome scientific evaluation of how model structure, non-linear relationships, and interactions between different footprints influence results so that future data collection can be more effectively targeted.