Michael A. Spindler, Orville H. Huntington and Colin B.
Brown
Koyukuk/Nowitna National Wildlife Refuge (NWR), PO Box
287, Galena, AK. 99741
Abstract: We compared the effect of using two
different aircraft types, Maule M-7 and Piper PA-18 Super Cub, on
late-winter moose counts in a 70 mi2 area near Galena, Alaska
in March 1998. The survey followed standardized fall moose trend count
procedures with special attempts to confine sources of variation in survey
results solely to aircraft type. In addition to known weight and balance
advantages, we determined that for moose surveys the Maule was superior in
comfort and efficiency, comparable in operating cost, and produced less
pilot and observer fatigue than the Super Cub. The same observer and pilot
team counted significantly greater numbers of total moose (28.5%) and
adult moose (35.3%) with the Maule compared to the Super Cub. The large
window area of the Maule provides potentially greater visibility than the
Super Cub and could help biologists obtain more accurate estimates of
moose and probably other big game. The Maule will have immediate benefits
where historical comparisons are not necessary or where there is no
existing long-term data base. However, besides safety, cost, and
efficiency, managers and biologists will need to consider the scientific
implications of replacing Super Cubs with another aircraft type,
especially where retrospective comparisons of current data with historical
databases are necessary. We discuss possible sample designs to obtain a
Maule-Super Cub correction factor for moose.
Introduction: In November 1997 the U.S. Fish and Wildlife
Service assigned a Maule (M-7) aircraft to Koyukuk/Nowitna National
Wildlife Refuge (KNNWR) as a replacement for one Super Cub (PA-18)
aircraft. The Maule was purchased as part of a regional program to test
other types of light aircraft to determine their suitability for wildlife
survey, law enforcement, and logistics. The utility of the aging Super Cub
fleet was questioned in 1994 when the Dept. of the Interior (DOI) reviewed
it’s waiver that allows agency pilots to fly the Super Cub at weights up
to 10% (175 lbs.) in excess of the certificated maximum gross weight of
1750 lbs. Without the waiver for the higher weight, the Super Cub would be
effective only for full-fuel operations with the pilot as the sole
occupant. Two-person operations under 1750 lbs. would require that
weight/fuel be reduced to levels that limit viable working range without
refueling to an area within a 1 hour flight from the base. Further, in
early 1998 the FAA reviewed the DOI practice of allowing overgross
operations of the Super Cub, and the fleet was grounded for a week until
field inspections could assure that no damages resulted from overgross
operations. As of March 1998, the DOI Super Cubs could be flown at a
weight not to exceed 1750 lbs., so the need to evaluate proposed Super Cub
replacement aircraft was urgent. DOI selected two and that required
slightly more time to determine and become familiar with SU boundaries;
and (3) the Maule detecteaircraft types with performance and observation
capabilities similar to the Super Cub for use in aerial survey, patrol and
logistics involving short field take-offs and landings. Galena was chosen
as a site to permanently station the first Maule (M-7) in the OAS fleet.
Another aircraft type, the Bellanca Scout, was assigned to National Park
Service, Kotzebue for similar testing.
Methods: To monitor abundance of moose, 19 trend count areas
(50-80 mi2) were defined for periodic early winter aerial
surveys in accordance with the KNNWR Wildlife Inventory (USFWS 1992). Each
of these trend areas consists of 5-7 sample units (SU’s) with boundaries
that can be conveniently observed while in flight. Each SU is 9-14 mi2,
an area that can usually be surveyed in about an hour. For this comparison
study we selected a typical trend area-sized (70 mi2 ) sample
consisting of six SU’s near Galena that were anticipated to be of
average moose density (based on previous surveys). We followed the
standardized aerial moose survey technique described by Gasaway et al.
(1986) that has been used by the USFWS and ADFG’s since 1980 (Osborne
1995, Spindler 1995, Huntington and Spindler 1997). After the boundaries
of each SU were flown, the aircraft traversed each SU at 60-70 mph with a
grid of transects spaced about 0.25 mile apart. Areas with moose or
suspected moose were circled to classify and search for more moose.For the
comparisons in this study we sought to confine sources of variation in
survey results solely to aircraft type. Special effort was made to keep
the flight pattern and survey intensity similar between the two aircraft.
To simulate Cub-like tandem seating in the Maule, the observer sat in he
rear seat, behind the pilot, and the right front seat was removed. The
same pilot and observer flew all surveys. Pilot Colin Brown has
considerable experience (>20 years) piloting Super Cub aircraft for
moose surveys in the Galena area, and has the most experience in Maule
aircraft of any Alaska DOI pilots. Observer Orville Huntington is an
experienced aerial moose survey observer. Each SU was surveyed the same
day with each aircraft. On March 4 the crew used the Super Cub to survey
units 27 and 28 in the morning. The crew returned in the afternoon to
survey the same units with the Maule. The next day, March 5, the crew
first surveyed the pair of SUs (158 and 160) with the Maule, followed by
the Super Cb. On March 6, SU’s 3 and 4 were surveyed first with the
Maule and then with the Super Cub. On the final day, the aircraft type to
be used first was drawn randomly so that no type had an artificial
advantage related to time of day. Differences in moose counts were tested
with the Wilcoxon signed ranks test for paired samples, and correlations
were examined with Pearson’s Rank correlation (Zar 1974, SPSS 1997).
Differences were considered significant if p < 0.05.
Results: Late winter Moose Count. Significantly more
total moose (28.5%) and adult moose (35.3%) were counted with the Maule
compared to the Super Cub (Table 1, p=0.027 and p=0.043, respectively). We
found no statistically significant differences for yearlings or calves
(p=0.176 and p=1.0, respectively). Survey efforts were similar, with 289
minutes in the Super Cub and 312 minutes in the Maule (p =0.066). The
Maule flew 8% longer than the Cub for three reasons: (1) at first the
pilot’s turns at transect ends had a wider radius and more maneuvering
was required to maintain the 0.25 mi transect spacing (he later
compensated for this with steeper turns); (2) there were two days in which
the Maule made the first flight of the day, d more moose, therefore more
circling was required to classify these moose. Total survey time, however,
was not correlated to any of the moose count variables obtained by either
the Maule or Super Cub (p > 0.437).
Total moose seen per minute of survey time in the Maule was 19.0%
greater than the Super Cub, but this was not significant (p=0.116).
Likewise, an age ratio calculated from the count data showed a
non-significant difference in favor of the Maule. Percent calves, probably
the only way to present age ratio in late winter moose surveys, was 19.8%
higher in the Maule than the Cub (Table 1, p=0.345). Calculated ratios in
fall data, such as calves/100 cows and bulls/100 cows, are usually
comparable even if survey area size or SU composition changes (Osborne
1995). Prior to this study we did not expect great differences in moose
counts and percent young due to aircraft type and we hoped that the age
ratios would be comparable even if total counts, and counts by age class
were not. Both the pilot and observer believed they saw more moose from
the Maule compared to the Super Cub because of it’s larger window area
and less fatiguing design (see discussion on pilot and observer
considerations, below).
Cost: The tests in this study required 5.2 hours in the
Maule and 5.1 hours in the Super Cub. light time costs were $452 for the
Maule and $469 in the Super Cub.
Fuel consumption for these flight times was greater in the Maule: 52
gallons vs. 36 gallons in the Cub. Fuel costs were correspondingly
greater for the Maule, $156 vs. $108, respectively. Total costs,
including fuel and flight time, were $608 and $577. It should be noted
that the fuel consumption differences will likely decrease for more
distant survey areas due to the faster commute time of the Maule. Also,
greater productivity of the Maule will actually result in a decrease in
total flight time and fuel costs relative to the Cub.
Discussion: The ability of the Maule to obtain moose
counts that exceeded counts made by the Super Cub, combined with favorable
safety, economic performance, and versatility, make the Maule an
attractive choice for replacing the Super Cub. The greater number of moose
observed per minute in the Maule suggested that the crew may have been
more efficient in the Maule. Substantial differences in counts observed
between the two aircraft in this preliminary study, however, also suggest
that a change to a different moose survey aircraft may complicate
retrospective comparisons with historical data from the annual moose trend
survey areas. These consequences may not be as significant for the 5-10
year interval moose population estimation surveys because a sightability
correction factor (SCF) sub-plot is sampled for each SU (Gasaway et al.
1986, Huntington in prep.). To address this need in the annual
trend counts, the sightability correction procedure could be added to each
trend SU that is surveyed. Alternatively, a paired sample design as
employed for this comparison could be planned in fall 1998 to obtain a
Maule-Super Cub correction factor. If needed, the latter option could
possibly be applied to the existing database of 17 years of Super
Cub-based observations.
Timing: early winter vs. late winter moose counts.
The count results obtained in this study in late winter may not accurately
reflect the pattern that may be observed in early winter, when moose
surveys are usually conducted. Gasaway et al. (1986) reported that moose
sightability is much greater in early winter because moose form larger
groups and prefer vegetation with low, open canopies. Conversely, lower
sightability in March is typical because moose often remain in spruce
forest for thermal, energetic, and predator-avoidance reasons that may be
related to less snow depth beneath the canopy. Indeed, a comparison of our
Super Cub counts in 4 of the 6 SU’s sampled in March 1998 showed 44%
fewer moose than the same area in November 1997 (Appendix 1).
Time of day. During mid-day in March the survey crew observed
moose moving out of timbered areas into the more open areas. If this
movement had biased results in the aircraft type comparisons, it would
have biased them in favor of the Super Cub, because in 2 of the 3 days the
Cub was used in the afternoon. Perhaps with the greater window area of the
Maule, the crew was able to do a better job of spotting moose in the
spruce cover in the morning than from the Cub.
Sightability of other species: The patterns observed in
this preliminary study may not necessarily be similar for other pilots,
observers, and wildlife species. For example, a July 1997 preliminary
comparison of aerial goose transect data with the same two aircraft types
yielded Maule counts of white-fronted and Canada geese that were 46% and
59% less, respectively, than the Super Cub counts (Appendix 2). These were
preliminary observations with a limited sample size and further testing is
needed. We anticipate greater difficulty in testing aircraft type effect
on migratory birds surveys because ducks and geese are more difficult to
detect and identify from a moving airplane relative to moose. Hodges et
al. (1994) documented a 25% mean increase in estimated total ducks when
the USFWS changed from a Cessna to a Turbine Beaver in 1977. Hodges et al.
(1994) attributed significant increases in the estimates for 7 of 11 duck
species to the change in aircraft type. The same study did not show
significant differences in migratory bird cunts due to different observers
as long as they were experienced and well-trained.
Moose survey observer considerations: Observer Huntington
reported that forward, downward, and left side visibility was greater in
the Maule than the Cub. He reported the comfort level in the Maule was
superior, because of greater leg room, elbow room, and cabin warmth. In
the Super Cub, when the observer had to cover the pilot’s assigned side
(usually left), the observer had to compromise observations on his side
(usually right) during turns. This did not happen in the Maule because of
greater downward visibility in a turn. The visibility through the observer’s
windows in the Maule is so good that the observer can concentrate on
seeing animals and does not have to be conscious of moving his/her head to
a place where the view is better (as in the Cub, especially when wearing a
helmet). In the Maule, by sitting slightly right of center, the observer
can: (1) look almost straight down with minimal head or eye movement; (2)
cover transect lines on the right side of the plane without moving; and
(3) cover the pilot’s side by glancing out the left window and
occasionally looking down.
Pilot considerations: Both pilots at KNNWR reported
that fatigue was much less in the Maule compared to the Cub, mainly due to
increased leg and elbow room, better heat system, and less vibration and
noise. Even with a heavy pilot and observer, the Maule can be flown at
legal weight on flights up to four hours without refueling. The Maule’s
faster cruise speed allows it to commute to survey areas faster than the
Super Cub, allowing for increased productivity. For November moose
surveys, this translates to one more SU completed per day than the Super
Cub. Both pilots reported that the cruise capability of the Maule did not
seem to have a related penalty at the slower speeds (60-70 mph) used for
surveys. As with any aircraft, once checked out in the Maule, pilots
should plan on an additional proficiency-building period of several hours
surveying moose SU’s of low density, using slightly faster speed, 65-70
mph. Once experience and confidence are gained, the pilot can then use
slower speeds, 60-65 mph, and more turns, if necessary, to survey the more
challenging with medium and high moose density SU’s. Both pilots
reported having to use steeper turns in the Maule to maintain transect
lines with the same 0.25 mile spacing as Cubs, thus requiring more
frequent manipulation of the throttle. Spindler reported that after 20
hours of practice in the plane, proficiency improved, but still there was
some discomfort associated with greater reliance on throttle and power in
steeper turns at slow speeds compared to moose surveys in the Super Cub.
Brown reported he was comfortable with the plane after just a few hours of
moose surveys. Spindler reported poorer visibility over the nose in the
Maule, and suggests that shorter pilots use a 2 inch thick seat cushion to
raise their head and improve over-the nose visibility.
Recommendations:
1. Consult with a biometrician to design a comparison experiment to be
conducted during moose surveys in November 1998. The main goal would be to
determine if a correction factor can be estimated and used to adjust
previous years’ Cub data to allow it to be compared to Maule data. Such
a moose survey comparison study could include four possible approaches:
(A) Obtain a larger sample using paired surveys in established moose trend
areas with thoroughly known historical data (e.g. Nowitna Mouth and
Nowitna/Sulatna, Three Day Slough); (B) Conduct sightability correction
factor (SCF) sub-plots on all SU’s surveyed for annual moose trend
areas; (C) WithVer Hoef’s regression population estimation method,
conduct concurrent mini-censuses (with SCF sub-plots) each using Maule and
Cub; and (D) Recognize the differences between aircraft types by plotting
results separately. Trend lines may have different intercepts but will
probably have similar slopes (per Hodges et al. 1996).
2. Consult with a biometrician to help design a similar experiment to
be conducted during the July aerial goose transect surveys. This
experiment is logistically more difficult because of the long flight times
(5-8 hours per survey area), and the impossibility of using the same pilot
and observer to concurrently survey the same unit in a day.
3. Encourage similar concurrent tests of moose and swan surveys with
the Super Cub and Bellanca Scout assigned to Selawik NWR and NPS,
respectively in Kotzebue.
4. After more data are obtained in 1998, thoroughly evaluate the
scientific impacts of changing aerial survey aircraft, and consider these
impacts before committing to a long-term change of primary survey aircraft
on KNNWR. Report these findings to Regional Aviation managers of USFWS and
NPS for consideration before making a fleet-wide decision to change.
Acknowledgments: This study was supported by National
Wildlife Refuge funding under the KNNWR Wildlife Inventory Plan. Refuge
Manager Gene Williams and Deputy Manager Jim Good supported the Maule/Cub
comparison study. Wildlife Biologist Buddy Johnson reviewed an earlier
draft of this report.