Read Ebook: Dividing Waters by Wylie I A R Ida Alexa Ross
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INTRODUCTION 365
ACKNOWLEDGMENTS 367
Lunar Observations of Birds and the Flight Density Concept 370
Observational Procedure and the Processing of Data 390
Horizontal Distribution of Birds on Narrow Fronts 409
Density as a Function of the Hour of the Night 413
Migration in Relation to Topography 424
Geographical Factors and the Continental Density Pattern 432
Migration and Meteorological Conditions 453
CONCLUSIONS 469
LITERATURE CITED 470
LIST OF FIGURES
Figure Page
INTRODUCTION
The nocturnal migration of birds is a phenomenon that long has intrigued zoologists the world over. Yet, despite this universal interest, most of the fundamental aspects of the problem remain shrouded in uncertainty and conjecture.
Bird migration for the most part, whether it be by day or by night, is an unseen movement. That night migrations occur at all is a conclusion derived from evidence that is more often circumstantial than it is direct. During one day in the field we may discover hundreds of transients, whereas, on the succeeding day, in the same situation, we may find few or none of the same species present. On cloudy nights we hear the call notes of birds, presumably passing overhead in the seasonal direction of migration. And on stormy nights birds strike lighthouses, towers, and other tall obstructions. Facts such as these are indisputable evidences that migration is taking place, but they provide little basis for evaluating the flights in terms of magnitude or direction.
Many of the resulting uncertainties surrounding the nocturnal migration of birds have a quantitative aspect; their resolution hinges on how many birds do one thing and how many do another. If we knew, for instance, how many birds are usually flying between 2 and 3 A. M. and how this number compares with other one-hour intervals in the night, we would be in a position to judge to what extent night flight is sustained from dusk to dawn. If we could measure the number of birds passing selected points of observation, we could find out whether such migration in general proceeds more or less uniformly on a broad front or whether it follows certain favored channels or flyways. This in turn might give us a clearer insight into the nature of the orienting mechanism and the extent to which it depends on visual clues. And, if we had some valid way of estimating the number of birds on the wing under varying weather conditions, we might be able to understand better the nature and development of migration waves so familiar to field ornithologists. These are just random examples suggesting some of the results that may be achieved in a broad field of inquiry that is still virtually untouched--the quantitative study of migratory flights.
This paper is a venture into that field. It seeks to evaluate on a more factual basis the traditional ideas regarding these and similar problems, that have been developed largely from circumstantial criteria. It is primarily, therefore, a study of comparative quantities or volumes of migration--or what may be conveniently called flight densities, if this term be understood to mean simply the number of birds passing through a given space in a given interval of time.
In the present study, the basic data permitting the numerical expression of such migration rates from many localities under many different sets of circumstances were obtained by a simple method. When a small telescope, mounted on a tripod, is focused on the moon, the birds that pass before the moon's disc may be seen and counted, and their apparent pathways recorded in terms of co?rdinates. In bare outline, this approach to the problem is by no means new. Ornithologists and astronomers alike have recorded the numbers of birds seen against the moon in stated periods of time . Unfortunately, as interesting as these observations are, they furnish almost no basis for important generalizations. Most of them lack entirely the standardization of method and the continuity that would make meaningful comparisons possible. Of all these men, Winkenwerder appears to have been the only one to follow up an initial one or two nights of observation with anything approaching an organized program, capable of leading to broad conclusions. And even he was content merely to reproduce most of his original data without correlation or comment and without making clear whether he fully grasped the technical difficulties that must be overcome in order to estimate the important flight direction factor accurately.
The present study was begun in 1945, and early results obtained were used briefly in a paper dealing with the trans-Gulf migration of birds . Since that time the volume of field data, as well as the methods by which they can be analyzed, has been greatly expanded. In the spring of 1948, through the cooperation and collaboration of a large number of ornithologists and astronomers, the work was placed on a continent-wide basis. At more than thirty stations on the North American continent, from Yucat?n to Ontario, and from California to South Carolina, observers trained telescopes simultaneously on the moon and counted the birds they saw passing before its disc.
Most of the stations were in operation for several nights in the full moon periods of March, April, and May, keeping the moon under constant watch from twilight to dawn when conditions permitted. They have provided counts representing more than one thousand hours of observation, at many places in an area of more than a million square miles. But, as impressive as the figures on the record sheets are, they, like the published observations referred to above, have dubious meaning as they stand. Were we to compare them directly, station for station, or hour for hour, we would be almost certain to fall into serious errors. The reasons for this are not simple, and the measures that must be taken to obtain true comparisons are even less so. When I first presented this problem to my colleague, Professor William A. Rense, of the Department of Physics and Astronomy at Louisiana State University, I was told that mathematical means exist for reducing the data and for ascertaining the desired facts. Rense's scholarly insight into the mathematics of the problem resulted in his derivation of formulae that have enabled me to analyze on a comparable basis data obtained from different stations on the same night, and from the same station at different hours and on different nights. Astronomical and technical aspects of the problem are covered by Rense in his paper , but the underlying principles are discussed at somewhat greater length in this paper.
Part I of the present paper, dealing with the means by which the data were obtained and processed, will explore the general nature of the problem and show by specific example how a set of observations is prepared for analysis. Part II will deal with the results obtained and their interpretation.
ACKNOWLEDGMENTS
The mathematical computations required in this study have been laborious and time-consuming. It is estimated that more than two thousand man-hours have gone into this phase of the work alone. Whereas I have necessarily done most of this work, I have received a tremendous amount of help from A. Lowell Wood. Further assistance in this regard came from Herman Fox, Donald Norwood, and Lewis Kelly.
The recording of the original field data in the spring of 1948 from the thirty-odd stations in North America involved the participation of more than 200 ornithologists and astronomers. This collaboration attests to the splendid cooperative spirit that exists among scientists. Many of these persons stayed at the telescope, either as observer or as recorder, hours on end in order to get sets of data extending through a whole night.
Drs. E. R. Hall, Edward H. Taylor, and H. B. Hungerford of the University of Kansas have read the manuscript and have made valuable suggestions, as have also Dr. W. H. Gates of Louisiana State University and Dr. Donald S. Farner of the State College of Washington. Dr. Farner has also been of great help, together with Drs. Ernst Mayr, J. Van Tyne, and Ernst Sch?z, in suggesting source material bearing on the subject in foreign literature. Dr. N. Wyaman Storer, of the University of Kansas, pointed out a short-cut in the method for determining the altitude and azimuth of the moon, which resulted in much time being saved. For supplying climatological data and for guidance in the interpretation thereof, I am grateful to Dr. Richard Joel Russell, Louisiana State University; Commander F. W. Reichelderfer, Chief of the U. S. Weather Bureau, Washington, D. C.; Mr. Merrill Bernard, Chief of the Climatological and Hydrologic Services; and Mr. Ralph Sanders, U. S. Weather Bureau at New Orleans, Louisiana.
A. LUNAR OBSERVATIONS OF BIRDS AND THE FLIGHT DENSITY CONCEPT
The subject matter of this paper is wholly ornithological. It is written for the zoologist interested in the activities of birds. But its bases, the principles that make it possible, lie in other fields, including such rather advanced branches of mathematics as analytical geometry, spherical geometry, and differential calculus. No exhaustive exposition of the problem is practicable, that does not take for granted some previous knowledge of these disciplines on the part of all readers.
Watched through a 20-power telescope on a cloudless night, the full moon shines like a giant plaster hemisphere caught in the full glare of a floodlight. Inequalities of surface, the rims of its craters, the tips of its peaks, gleam with an almost incandescent whiteness; and even the darker areas, the so-called lunar seas, pale to a clear, glowing gray.
Against this brilliant background, most birds passing in focus appear as coal-black miniatures, only 1/10 to 1/30 the apparent diameter of the moon. Small as these silhouettes are, details of form are often beautifully defined--the proportions of the body, the shape of the tail, the beat of the wings. Even when the images are so far away that they are pin-pointed as mere flecks of black against the illuminated area, the normal eye can follow their progress easily. In most cases the birds are invisible until the moment they "enter," or pass opposite, the rim of the moon and vanish the instant they reach the other side. The interval between is likely to be inestimably brief. Some birds seem fairly to flash by; others, to drift; yet seldom can their passing be counted in seconds, or even in measureable fractions of seconds. During these short glimpses, the flight paths tend to lie along straight lines, though occasionally a bird may be seen to undulate or even to veer off course.
Somewhat more commonplace are the changes that accompany clouds. The moon can be seen through a light haze and at times remains so clearly visible that the overcast appears to be behind, instead of in front of, it. Under these circumstances, birds can still be readily discerned. Light reflected from the clouds may cause the silhouettes to fade somewhat, but they retain sufficient definition to distinguish them from out-of-focus images. On occasion, when white cloud banks lie at a favorable level, they themselves provide a backdrop against which birds can be followed all the way across the field of the telescope, whether or not they directly traverse the main area of illumination.
The nature of the observations just described imposes certain limitations on the studies that can be made by means of the moon. The speed of the birds, for instance, is utterly beyond computation in any manner yet devised. Not only is the interval of visibility extremely short, but the rapidity with which the birds go by depends less on their real rate of motion than on their proximity to the observer. The identification of species taking part in the migration might appear to offer more promise, especially since some of the early students of the problem frequently attempted it, but there are so many deceptive elements to contend with that the results cannot be relied upon in any significant number of cases. Shorn of their bills by the diminution of image, foreshortened into unfamiliar shape by varying angles of perspective, and glimpsed for an instant only, large species at distant heights may closely resemble small species a few hundred feet away. A sandpiper may appear as large as a duck; or a hawk, as small as a sparrow. A goatsucker may be confused with a swallow, and a swallow may pass as a tern. Bats, however, can be consistently recognized, if clearly seen, by their tailless appearance and the forward tilt of their wings, as well as by their erratic flight. And separations of nocturnal migrants into broad categories, such as seabirds and passerine birds, are often both useful and feasible.
Unfortunately none of these things can be perceived directly, except in a very haphazard manner. Direction is seen by the observer in terms of the slant of a bird's pathway across the face of the moon, and may be so recorded. But the meaning of every such slant in terms of its corresponding compass direction on the plane of the earth constantly changes with the position of the moon. Altitude is only vaguely revealed through a single telescope by the size and definition of images whose identity and consequent real dimensions are subject to serious misinterpretation, for reasons already explained. The number of birds per unit of space, seemingly the easiest of all the features of migration to ascertain, is actually the most difficult, requiring a prior knowledge of both direction and altitude. To understand why this is so, it will be necessary to consider carefully the true nature of the field of observation.
Most of the observations used in this study were made in the week centering on the time of the full moon. During this period the lunar disc progresses from nearly round to round and back again with little change in essential aspect or apparent size. To the man behind the telescope, the passage of birds looks like a performance in two dimensions taking place in this area of seemingly constant diameter--not unlike the movement of insects scooting over a circle of paper on the ground. Actually, as an instant's reflection serves to show, the two situations are not at all the same. The insects are all moving in one plane. The birds only appear to do so. They may be flying at elevations of 500, 1000, or 2000 feet; and, though they give the illusion of crossing the same illuminated area, the actual breadth of the visible space is much greater at the higher, than at the lower, level. For this reason, other things being equal, birds nearby cross the moon much more swiftly than distant ones. The field of observation is not an area in the sky but a volume in space, bounded by the diverging field lines of the observer's vision. Specifically, it is an inverted cone with its base at the moon and its vertex at the telescope.
Since the distance from the moon to the earth does not vary a great deal, the full dimensions of the Great Cone determined by the diameter of the moon and a point on the earth remain at all times fairly constant. Just what they are does not concern us here, except as regards the angle of the apex , because obviously the effective field of observation is limited to that portion of the Great Cone below the maximum ceiling at which birds fly, a much smaller cone, which I shall refer to as the Cone of Observation .
Nor does the moon suit our convenience by behaving night after night in the same way. On one date we may find it high in the sky between 9 and 10 P. M.; on another date, during the same interval of time, it may be near the horizon. Consequently, the size of the cone is different in each case, and the direct comparison of flights in the same hour on different dates is no more dependable than the misleading comparisons discussed in the preceding paragraph.
The changes in the size of the cone have been illustrated in Figure 3 as though the moon were traveling in a plane vertical to the earth's surface, as though it reached a point directly over the observer's head. In practice this least complicated condition seldom obtains in the regions concerned in this study. In most of the northern hemisphere, the path of the moon lies south of the observer so that the cone is tilted away from the vertical plane erected on the parallel of latitude where the observer is standing. In other words it never reaches the zenith, a point directly overhead. The farther north we go, the lower the moon drops toward the horizon and the more, therefore, the cone of observation leans away from us. Hence, at the same moment, stationed on the same meridian, two observers, one in the north and one in the south, will be looking into different effective volumes of space .
As a further result of its inclination, the cone of observation, seldom affords an equal opportunity of recording birds that are flying in two different directions. This may be most easily understood by considering what happens on a single flight level. The plane parallel to the earth representing any such flight level intersects the slanting cone, not in a circle, but in an ellipse. The proportions of this ellipse are very variable. When the moon is high, the intersection on the plane is nearly circular; when the moon is low, the ellipse becomes greatly elongated. Often the long axis may be more than twice the length of the short axis. It follows that, if the long axis happens to lie athwart the northward direction of flight and the short axis across the eastward direction, we will get on the average over twice as large a sample of birds flying toward the north as of birds flying toward the east.
In summary, whether we wish to compare different stations, different hours of the night, or different directions during the same hour of the night, no conclusions regarding even the relative numbers of birds migrating are warranted, unless they take into account the ever-varying dimensions of the field of observation. Otherwise we are attempting to measure migration with a unit that is constantly expanding or contracting. Otherwise we may expect the same kind of meaningless results that we might obtain by combining measurements in millimeters with measurements in inches. Some method must be found by which we can reduce all data to a standard basis for comparison.
In seeking this end, we must immediately reject the simple logic of sampling that may be applied to density studies of animals on land. We must not assume that, since the field of observation is a volume in space, the number of birds therein can be directly expressed in terms of some standard volume--a cubic mile, let us say. Four birds counted in a cone of observation computed as 1/500 of a cubic mile are not the equivalent of 500 x 4, or 2000, birds per cubic mile. Nor do four birds flying over a sample 1/100 of a square mile mathematically represent 400 birds passing over the square mile. The reason is that we are not dealing with static bodies fixed in space but with moving objects, and the objects that pass through a cubic mile are not the sum of the objects moving through each of its 500 parts. If this fact is not immediately apparent, consider the circumstances in Figures 6 and 7, illustrating the principle as it applies to areas. The relative capacity of the sample and the whole to intercept bodies in motion is more closely expressed by the ratio of their perimeters in the case of areas and the ratio of their surface areas in the case of volumes. But even these ratios lead to inaccurate results unless the objects are moving in all directions equally . Since bird migration exhibits strong directional tendencies, I have come to the conclusion that no sampling procedure that can be applied to it is sufficiently reliable short of handling each directional trend separately.
For this reason, the success of the whole quantitative study of migration depends upon our ability to make directional analyses of primary data. As I have already pointed out, the flight directions of birds may be recorded with convenience and a fair degree of objectivity by noting the slant of their apparent pathways across the disc of the moon. But these apparent pathways are seldom the real pathways. Usually they involve the transfer of the flight line from a horizontal plane of flight to a tilted plane represented by the face of the moon, and so take on the nature of a projection. They are clues to directions, but they are not the directions themselves. For each compass direction of birds flying horizontally above the earth, there is one, and only one, slant of the pathway across the moon at a given time. It is possible, therefore, knowing the path of a bird in relation to the lunar disc and the time of the observation, to compute the direction of its path in relation to the earth. The formula employed is not a complicated one, but, since the meaning of the lunar co?rdinates in terms of their corresponding flight paths parallel to the earth is constantly changing with the position of the moon, the calculation of each bird's flight separately would require a tremendous amount of time and effort.
Whatever we do, computed individual flight directions must be frankly recognized as approximations. Their anticipated inaccuracies are not the result of defects in the mathematical procedure employed. This is rigorous. The difficulty lies in the impossibility of reading the slants of the pathways on the moon precisely and in the three-dimensional nature of movement through space. The observed co?rdinates of birds' pathways across the moon are the projected product of two component angles--the compass direction of the flight and its slope off the horizontal, or gradient. These two factors cannot be dissociated by any technique yet developed. All we can do is to compute what a bird's course would be, if it were flying horizontal to the earth during the interval it passes before the moon. We cannot reasonably assume, of course, that all nocturnal migration takes place on level planes, even though the local distractions so often associated with sloping flight during the day are minimized in the case of migrating birds proceeding toward a distant destination in darkness. We may more safely suppose, however, that deviations from the horizontal are random in nature, that it is mainly a matter of chance whether the observer happens to see an ascending segment of flight or a descending one. Over a series of observations, we may expect a fairly even distribution of ups and downs. It follows that, although departures from the horizontal may distort individual directions, they tend to average out in the computed trend of the mean. The working of this principle applied to the undulating flight of the Goldfinch is illustrated in Figure 9.
The problem remains of converting the number of birds involved in each directional trend to a fixed standard of measurement. Figure 7A contains the partial elements of a solution. All of the west-east flight paths that cross the large square also cross one of its mile-long sides and suggest the practicability of expressing the amount of migration in any certain direction in terms of the assumed quantity passing over a one-mile line in a given interval of time. However, many lines of that length can be included within the same set of flight paths ; and the number of birds intercepted depends in part upon the orientation of the line. The 90? line is the only one that fully measures the amount of flight per linear unit of front; and so I have chosen as a standard an imaginary mile on the earth's surface lying at right angles to the direction in which the birds are traveling.
The idea of a one-mile line as a standard spacial measurement is an integral part of the basic concept, as herein propounded. But, within these limitations, flight density may be expressed in many different ways, distinguished chiefly by the directions included and the orientation of the one-mile line with respect to them. Three such kinds of density have been found extremely useful in subsequent analyses and are extensively employed in this paper: Sector, Net Trend, and Station Density, or Station Magnitude.
Sector Density has already been referred to. It may be defined as the flight density within a 22-1/2? directional spread, or sector, measured across a one-mile line lying at right angles to the mid-direction of the sector. It is the basic type of density from the point of view of the computer, the others being derived from it. In analysis it provides a means of comparing directional trends at the same station and of studying variation in directional fanning.
Station Density, or Station Magnitude, represents all of the migration activity in an hour in the vicinity of the observation point, regardless of direction. It expresses the sum of all sector densities. It includes, therefore, the birds flying at right angles over several one-mile lines. One way of picturing its physical meaning is to imagine a circle one-mile in diameter lying on the earth with the observation point in the center. Then all of the birds that fly over this circle in an hour's time constitute the hourly station density. While its visualization thus suggests the idea of an area, it is derived from linear expressions of density; and, while it involves no limitation with respect to direction, it could not be computed without taking every component direction into consideration. Station density is adapted to studies involving the total migration activity at various stations. So far it has been the most profitable of all the density concepts, throwing important light on nocturnal rhythm, seasonal increases in migration, and the vexing problem of the distribution of migrating birds in the region of the Gulf of Mexico.
Details of procedure in arriving at these three types of flight density will be explained in Section B of this discussion. For the moment, it will suffice to review and amplify somewhat the general idea involved.
A flight density, as we have seen, may be defined as the number of birds passing over a line one mile long; and it may be calculated from the number of birds crossing the segment of that line included in an elliptical cross-section of the cone of observation. It may be thought of with equal correctness, without in any way contradicting the accuracy of the original definition, as the number of birds passing through a vertical plane one mile long whose upper limits are its intersection with the flight ceiling and whose base coincides with the one mile line of the previous visualization. From the second point of view, the sample becomes an area bounded by the triangular projection of the cone of observation on the density plane. The dimensions of two triangles thus determined from any two cones of observation stand in the same ratio as the dimensions of their elliptical sections on any one plane; so both approaches lead ultimately to the same result. The advantage of this alternative way of looking at things is that it enables us to consider the vertical aspects of migration--to comprehend the relation of altitude to bird density.
If the field of observation were cylindrical in shape, if it had parallel sides, if its projection were a rectangle or a parallelogram, the height at which birds are flying would not be a factor in finding out their number. Then the sample would be of equal breadth throughout, with an equally wide representation of the flight at all levels. Since the field of observation is actually an inverted cone, triangular in section, with diverging sides, the opportunity to detect birds increases with their distance from the observer. The chances of seeing the birds passing below an elevation midway to the flight ceiling are only one-third as great as of seeing those passing above that elevation, simply because the area of that part of the triangle below the mid-elevation is only one-third as great as the area of that part above the mid-elevation. If we assume that the ratio of the visible number of birds to the number passing through the density plane is the same as the ratio of the triangular section of the cone to the total area of the plane, we are in effect assuming that the density plane is made up of a series of triangles the size of the sample, each intercepting approximately the same number of birds. We are assuming that the same number of birds pass through the inverted triangular sample as through the erect and uninvestigable triangle beside it . In reality, the assumption is sound only if the altitudinal distribution of migrants is uniform.
The definite data on this subject are meagre. Nearly half a century ago, Stebbins worked out a way of measuring the altitude of migrating birds by the principle of parallax. In this method, the distance of a bird from the observers is calculated from its apparent displacement on the moon as seen through two telescopes. Stebbins and his colleague, Carpenter, published the results of two nights of observation at Urbana, Illinois ; and then the idea was dropped until 1945, when Rense and I briefly applied an adaptation of it to migration studies at Baton Rouge. Results have been inconclusive. This is partly because sufficient work has not been done, partly because of limitations in the method itself. If the two telescopes are widely spaced, few birds are seen by both observers, and hence few parallaxes are obtained. If the instruments are brought close together, the displacement of the images is so reduced that extremely fine readings of their positions are required, and the margin of error is greatly increased. Neither alternative can provide an accurate representative sample of the altitudinal distribution of migrants at a station on a single night. New approaches currently under consideration have not yet been perfected.
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