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Torstenson, M. S., D. W. Wolfson, S. M. Safran, D. J. Walton, A. B. Hallberg, D. Kim, Y. F. Tan, G. R. Kramer, and D. Eric Andersen. 2024. Conservation of North American migratory birds: insights from developments in tracking technologies. Avian Conservation and Ecology 19(2):13.ABSTRACT
Conservation of North American migratory birds requires information about their movements and regulating factors throughout the annual cycle. Over the past 10 or more years, improvements in tracking technology and quantitative approaches to assessing resulting data have yielded advances in understanding many aspects of North American bird migration with relevance to conservation. To date, much of the synthesis of this information has focused on describing patterns and drivers of migration without directly addressing how these advances can inform migratory bird conservation. We begin by describing broad patterns of migration behavior observed in North American birds and briefly summarize the technological advances that have characterized different eras of bird migration research that have provided data relevant to conservation. We then illustrate how data derived from migration studies can inform conservation strategies, including addressing regulating factors outside the breeding period for North American migratory birds, and highlight how different types of migration data have shaped conservation of three well-studied species. Lastly, we discuss critical knowledge gaps and future directions for research needed to better inform North American migratory bird conservation. In particular, we highlight how further technological developments could contribute to the development of effective conservation action in the context of climate change. We also recommend that future research and conservation efforts incorporate means of evaluating the success of conservation actions that target North American migratory birds outside the breeding period.
RÉSUMÉ
Des informations sur les déplacements des oiseaux migrateurs d’Amérique du Nord et les facteurs de régulation tout au long du cycle annuel sont nécessaires pour qu’on assure leur conservation. Au cours des dix dernières années ou plus, l’amélioration des technologies de suivi et des approches quantitatives visant à évaluer les données résultantes a permis aux spécialistes de progresser dans leur compréhension de nombreux éléments de la migration des oiseaux d’Amérique du Nord, éléments qui sont pertinents pour leur conservation. Jusqu’à présent, une grande partie de la synthèse de ces informations a porté sur la description des tendances et des facteurs sous-jacents de la migration, sans aborder directement la manière dont ces progrès peuvent informer la conservation des oiseaux migrateurs. D’abord, nous décrivons les grandes tendances de comportement migratoire observées chez les oiseaux d’Amérique du Nord et résumons brièvement les avancées technologiques qui ont caractérisé les différentes époques de la recherche sur la migration des oiseaux et ont permis d’obtenir des données pertinentes pour la conservation. Nous illustrons ensuite la façon dont les données dérivées des études sur la migration peuvent éclairer les stratégies de conservation, notamment en abordant les facteurs de régulation en dehors de la période de reproduction des oiseaux migrateurs d’Amérique du Nord, et nous soulignons comment différents types de données sur la migration ont façonné la conservation de trois espèces bien étudiées. Enfin, nous examinons les lacunes critiques en matière de connaissances et les orientations futures de la recherche nécessaire pour mieux guider la conservation des oiseaux migrateurs d’Amérique du Nord. En outre, nous soulignons de quelle façon de nouvelles avancées technologiques pourraient contribuer à l’élaboration de mesures de conservation efficaces dans le contexte des changements climatiques. Nous recommandons également que les futurs efforts de recherche et de conservation intègrent des moyens d’évaluer le succès des mesures de conservation qui ciblent les oiseaux migrateurs d’Amérique du Nord en dehors de la période de reproduction.
INTRODUCTION
Conservation of migratory animals, including birds, is inherently challenging (Albers et al. 2023) due to species’ varied migratory strategies, distributions, and reliance on geographically distant areas during different portions of the annual cycle (Runge et al. 2014). In North America, many species of migratory birds are experiencing population declines (e.g., Rosenberg et al. 2019). Lack of conservation-relevant information about declining populations and other species of conservation interest (i.e., both species of conservation concern [e.g., declining grassland songbirds] and species that are not of concern but are the foci of intensive management [e.g., waterfowl]) has motivated considerable recent research to identify population drivers and inform conservation actions targeting migratory birds across the annual cycle.
As has been summarized elsewhere (e.g., Marra et al. 2015), much of the information relevant to conservation of many bird species has historically come from studies of population ecology, bird–habitat relations, and regulating factors occurring during the breeding period. This bias toward studying migratory birds during the breeding period is a result of several factors, including the importance of assessing reproduction and recruitment as drivers of population dynamics, the difficulty of study birds not tied to a breeding area, and the lack of resources and collaboration devoted to assessing population ecology outside the breeding period (Marra et al. 2015). Consequently, conservation efforts have often lacked relevant information from periods other than the breeding period for many species of North American migratory birds (with the notable exception of waterfowl [Anseriformes]; e.g., Heitmeyer et al. 1996), even though factors during migration and the nonbreeding period can regulate migratory bird populations (e.g., Kramer et al. 2018, Newton 2024a).
There has recently been an explosion of research on migratory birds outside the breeding period (for a general summary, see Newton 2024b) that has the potential to inform conservation of North American migratory birds. Improved tracking technologies (e.g., miniaturization of tracking devices [Bridge et al. 2011, McKinnon and Love 2018]) that allow tracking of individual birds throughout their annual cycle, remote sensing and genetic methods that can be used to assess migratory connectivity and other aspects of migration, and renewed recognition of the importance of having information from the entire annual cycle have the potential to increase effectiveness of migratory bird conservation. To date, however, there has not been a synthesis of how recently derived information about North American bird migration can and is being used to devise more effective conservation strategies for migratory birds (but see Flack et al. 2022 for a general overview). Herein, we (1) as context, assess the prevalence of migration and describe broad patterns of migration strategies and terminology related to migration of North American birds by reviewing recent species accounts, (2) briefly summarize the major technological advances that characterize historical and current eras of bird migration research in North America, (3) illustrate how knowledge derived from migration studies can be used to inform conservation strategies of migratory birds in general, and how these data have shaped ongoing conservation efforts directed at three well-studied species of North American migratory birds, and (4) identify critical knowledge gaps regarding North American bird migration as it relates to conservation, and how current and future approaches might address those gaps. Although we restrict our assessment to migratory birds that breed in North America, we draw more broadly from recent studies of bird migration outside of North America and suggest that our synthesis has relevance beyond North America in the general context of migratory bird conservation.
PREVALENCE AND PATTERNS OF MIGRATION IN NORTH AMERICAN BIRDS
North American birds exhibit a high prevalence of migratory behavior. In a review of accounts of 645 bird species known to breed in North America (Billerman et al. 2022), 89% (577/645) indicated seasonal movements consistent with migration (i.e., seasonal movement with return to or near origin [Table 1, Appendix 1] [Newton 2024b]) (Table 2, Fig. 1). However, species accounts varied in how migration was classified. Some species were reported to be resident despite descriptions of regular, seasonal movements consistent with migration (e.g., Verdin [Auriparus flaviceps] and Canyon Wren [Catherpes mexicanus] exhibit local, two-way movements in response to resource availability and conditions [Webster 2020, Jones et al. 2023], indicative of facultative migration [Table 1]).
Migration patterns are classified in a variety of ways, including by what proportion of the species migrates and by migration distance (Table 1 [Newton 2024b]). In our review, 61% of species were partial migrants; 39% were complete migrants. The characterizations of migration distance in our review were inconsistent, such that some species classified as short- or medium-distance migrants made seasonal movements as far as, or farther than, species classified as long-distance migrants (e.g., Black-and-white Warbler [Mniotilta varia] = long-distance migrant, Prothonotary Warbler [Protonotaria citrea] = medium-distance migrant despite largely overlapping seasonal distributions [Kricher 2020, Petit 2020]).
From a conservation perspective, the extent to which birds cross jurisdictional boundaries as they migrate (as many migratory North American birds do) is important. Conservation of birds that cross jurisdictions requires collaboration among management agencies and organizations (Anderson et al. 2018). Migratory birds that complete their migrations within North America may cross tribal, state, and national boundaries but are jointly managed under the U.S. Migratory Bird Treaty Act and companion treaties with Canada and Mexico (Anderson et al. 2018). Birds that migrate between North and Central and South America (i.e., Nearctic-Neotropical migrants) fall under a variety of other international agreements that are generally less comprehensive, which makes collaborative conservation efforts for these species more complex (McDuffie et al. 2022a).
MAJOR ERAS OF TECHNOLOGICAL ADVANCE IN THE STUDY OF MIGRATORY BIRDS
The opportunity to target conservation actions to benefit migratory birds through the full annual cycle is directly linked to the availability of technology and the types and resolution of data on seasonal bird movements that can be obtained. Based on advances in technology, we propose three eras that are roughly chronological and defined by available tools and technologies to assess aspects of North American bird migration (Fig. 2).
The first era, beginning in the early 20th century (Newton 2010), was dominated by affixing uniquely identifiable markers to birds (e.g., numbered bands, neck collars), combined with subsequent re-observation or recovery (Tautin 2005). This method provides high-precision location and phenology information at the individual scale and coarse information at the population scale (e.g., migration phenology, use of staging and stopover areas). In combination with information from broad-scale surveys initiated during the early- to mid-20th century (e.g., winter waterfowl surveys, North American Breeding Bird Surveys, Christmas Bird Counts), information gleaned during this first era of bird migration research was used to describe and delineate flyways in North America (Lincoln 1935). These flyways were generally defined in the context of waterfowl management and provided coarse-scale descriptions of migration of larger-bodied and/or hunted migratory bird populations (e.g., American Woodcock [Scolopax minor] management regions [Coon et al. 1977]).
The second era of North American bird migration research was characterized by the emergence of remote technologies used to track migrating birds through space and time. The application of remote detection technology (e.g., radar) and the advent of very high frequency (VHF) radio telemetry in the late 1960s (Cochran and Lord 1963, Cochran et al. 1965) led to the identification of migration pathways, stopover sites, and migration habitat use of numerous North American species (e.g., Myatt and Krementz 2007). Size and weight considerations constrained the use of VHF telemetry to larger birds, and radar applications were constrained by the inability to identify species or individuals. Tracking birds marked with VHF transmitters provided the possibility of knowing the locations of individuals during migration. However, VHF telemetry comes with significant logistical constraints, including size and weight limitations and the necessity of being in relatively close proximity to radio-marked individuals.
The third and current era of North American bird migration research was facilitated by the development and rapid miniaturization of several technologies that provide the means of tracking smaller individuals and derive movement data remotely with high temporal and spatial resolution. For example, satellite-based (i.e., Platform Transmitter Terminals [PTTs]) telemetry and Global Positioning System (GPS) tags interfacing with cellular communication networks (i.e., Global System for Mobile Communications [GSM] tags) allow for frequent (PTT) or near-continuous (GPS) tracking of individuals (Berthold 2001, Bridge et al. 2011, Dingle 2014). These technologies ushered forth a flood of new information on annual movements, seasonal ranges, and staging areas, especially for large-bodied migrants that make extensive seasonal movements that could not otherwise be monitored effectively during migration (Berthold 2001). Light-level geolocators (hereafter, “geolocators”), lightweight (< 0.5 g) devices that use variation in seasonal daylight patterns to derive location estimates (Hill 1994), further facilitated tracking of individual birds during migration (reviewed by McKinnon and Love 2018). Geolocators afforded opportunities to address long-standing questions about migratory behaviors of smaller, terrestrial species (e.g., ~10 g warblers; Parulidae; [e.g., Kramer et al. 2017, Delancey et al. 2020, Roberto-Charron et al. 2020]) and have led to advances in understanding migratory patterns (e.g., Delmore et al. 2012, Knight et al. 2021), migratory connectivity (e.g., Kramer et al. 2018, Tonra et al. 2019), and behavior during (e.g., DeLuca et al. 2015, Streby et al. 2015) and outside of migratory periods (e.g., Heckscher et al. 2011, Gow et al. 2015) of both large and small bird species. The ongoing miniaturization of VHF transmitters (tag mass < 0.2 g) and improvements to automated receivers have also facilitated the expansion of passive telemetry arrays that record the passage of individually marked migratory birds as small as hummingbirds (Trochilidae [Zenzal et al. 2018]) at specific points along migratory routes (e.g., Deppe et al. 2015, Schofield et al. 2018) and their movements across continents (e.g., Motus Wildlife Tracking System [Gómez et al. 2017, Taylor et al. 2017]).
Approaches that track individual birds have been supplemented by advances in the analysis of intrinsic markers (e.g., stable isotopes [Rubenstein et al. 2002]), technologies that characterize movements of groups of birds (e.g., radar [Horton et al. 2016, 2019, Stepanian et al. 2016]), and formal databases that collect observations from birders (e.g., citizen-science data [Sullivan et al. 2009]). Applied genetics has also emerged as a tool for identifying migratory divides (Battey et al. 2018) and linking breeding and nonbreeding regions used by populations of migratory birds (e.g., genoscapes [Ruegg et al. 2020, Larison et al. 2021]). Studies using data from a combination of technologies are yielding conservation-relevant insights into North American bird migration at scales ranging from individual genes associated with different migratory behaviors (e.g., Toews et al. 2019) to predictions of daily migration intensity across North America (Van Doren and Horton 2018).
CONTRIBUTION OF TRACKING DATA TO THE CONSERVATION OF NORTH AMERICAN BIRDS
Data describing the migration ecology and movements of populations throughout their annual cycle can be used to tailor strategies that target conservation efforts to address the needs of populations at relevant periods or in specific locations. We provide examples of how data derived from tracking North American migratory birds have shaped conservation actions. We discuss how tracking data inform which groups (e.g., age classes, populations, species, guilds) benefit from conservation efforts, where and when conservation actions are implemented, and how species-specific traits pertaining to how and why birds migrate can be incorporated into effective management strategies.
Migration data provide opportunities to target conservation actions to benefit individuals, populations, species (who)
Efforts to conserve migratory species across the annual cycle require understanding where individuals occur during different periods (Webster et al. 2002, Marra et al. 2015). Identifying relevant conservation units based on shared migration strategies and space use during migration and the nonbreeding period is frequently a primary goal of migration research (McKinnon and Love 2018) and can be accomplished through both indirect (i.e., stable isotope analyses) and direct methods (e.g., tracking individuals). Stable isotope analyses from feather or claw samples provide information that can potentially identify the general breeding or nonbreeding origins of individuals sampled during migration (Hobson 1999, Ulman et al. 2023). Such data can provide insight into population-specific patterns of space use (Studds et al. 2021), variation in the timing of passage through migratory bottlenecks (Cardenas-Ortiz et al. 2020), characteristics of dispersal (Macías-Duarte and Conway 2021), and the geographic origins of individuals killed by anthropogenic factors (e.g., wind energy development [Vander Zanden et al. 2024]). Recently, genetic data (often derived from feather or blood samples) collected from birds during migration or from areas used during the nonbreeding period have proven useful for characterizing linkages among breeding and nonbreeding populations (i.e., building “genoscapes” [Rueda-Hernández et al. 2023]), delineating population boundaries (e.g., migratory divides [Battey et al. 2018]), and defining conservation units of migratory birds (Ruegg et al. 2020). For example, the construction of an American Kestrel (Falco sparverius) genoscape revealed five genetically distinct populations associated with different migratory phenotypes corresponding to the length of migration that likely warrant consideration as distinct conservation units (Ruegg et al. 2021). Although intrinsic markers can be powerful tools for identifying conservation units and delineating populations, they generally do not provide information on finer-scale movements of individuals between breeding and nonbreeding areas.
Alternatively, delineating and linking population segments across the annual cycle can be accomplished by directly tracking migratory individuals using an array of devices and technologies, which often provide finer spatial resolution than intrinsic markers. For example, data collected using a range of tracking technologies have been used in distribution-wide efforts to link breeding populations of numerous migratory bird species to the areas they use during their nonbreeding period and to delineate migration routes (e.g., Fraser et al. 2017, Knight et al. 2018, Kramer et al. 2018, Tonra et al. 2019, Knight et al. 2021, Stanley et al. 2021, McDuffie et al. 2022a [reviewed by Kays et al. 2015, McKinnon and Love 2018]). Data from these efforts have reshaped species-specific conservation strategies by identifying critical areas that are limiting populations (Kramer et al. 2018, Tonra et al. 2019), characterizing space use within and across administrative boundaries (Moore et al. 2021, Lamb et al. 2024), and defining boundaries between conservation units (Wolfson et al. 2017).
Tracking migratory birds also provides information that informs policy decisions with direct consequences for human and animal health in the context of disease ecology. Migratory birds are vectors of disease dispersal over multiple spatial scales (Viana et al. 2016) and have been implicated in spreading highly pathogenic avian influenza (HPAI) between continents (Zhang et al. 2023) and facilitating the invasion of Neotropical ticks and tick-borne pathogens into North America (Cohen et al. 2015), with serious consequences for wildlife populations (Klaassen and Wille 2023), human health (Lycett et al. 2019), and commercial poultry operations (Seeger et al. 2021). Tracking data from migratory bird species that are frequently implicated as vectors for HPAI provide information about movement patterns that can inform monitoring efforts (Ratanakorn et al. 2012), improve predictive epidemiological models (Teitelbaum et al. 2023a, b), and ultimately reduce negative effects on human and animal health.
Delineating space use during migration informs where to direct conservation efforts
Information about the spatial aspects of bird migration can be used to inform targeted conservation efforts. At smaller, localized spatial scales, knowing where individual migratory birds occur outside the breeding period can inform strategies to reduce the negative effects of infrastructure. Near airports, GPS transmitters have been used to characterize the spatial flight patterns of migratory Black Vultures (Coragyps atratus) and Turkey Vultures (Cathartes aura) to inform aircraft traffic decisions to reduce the frequency of collisions (Walter et al. 2012). Similarly, GPS data from soaring raptors have been used to inform renewable energy and infrastructure siting or operating decisions (e.g., wind turbines [Katzner et al. 2012, Miller et al. 2014]; powerlines, [Watts et al. 2015, Mojica et al. 2016]), and GPS data from migrating geese have informed conditions most likely to result in collision with offshore wind farms (Weiser et al. 2024). For small or cryptic species that occur in remote regions during migration or the nonbreeding period, archival GPS tags can provide information about nonbreeding territory size and land cover composition (e.g., Ovenbirds [Seiurus aurocapilla] [Hallworth and Marra 2015]; Eastern Whip-poor-will [Antrostomus vociferus] [Skinner et al. 2023]) that can be used to inform full-annual-cycle conservation.
Migration may constitute a period of the annual cycle with the highest risk of mortality in some species (Sillett and Holmes 2002, Newton 2024a). Therefore, it is plausible that conservation efforts that reduce mortality during these periods may positively influence population ecology. Automated telemetry data collected from migratory birds during stopovers prior to crossing the Gulf of Mexico have provided insights into the interactive effects of weather, timing, and fuel stores (i.e., fat) on individuals' activity during stopover (Schofield et al. 2018), timing of departure (Deppe et al. 2015), and survival (Ward et al. 2018). Although conservation strategies can do little if anything to affect the timing of passage or weather conditions at migratory stopovers, they can be implemented to ensure that functional networks of stopover sites exist to support migratory species with different strategies and energetic requirements (Donnelly et al. 2021). Conservation efforts that include both general habitat restoration (e.g., re-seeding prairie habitat [Stumpf and Muise 2020]) and targeted species-specific management may provide necessary land cover types for migratory birds at the landscape scale. Moreover, management activities at stopover sites can boost food production (e.g., planting native shrubs that produce fruit conferring increased antioxidant and immune capacity [Oguchi et al. 2017, Gallinat et al. 2020]), maintain or improve vegetation structure (Rodewald and Brittingham 2007), and protect important roosting sites (Fournier et al. 2019, Pearse et al. 2017).
At broader spatial scales, tracking data can be used to quantify the exposure of populations to migration risk factors that are associated with reduced survival rate (e.g., human development [Korpach et al. 2022, Kramer et al. 2023]) or protect threatened and endangered species from unintentional harvest during hunting seasons. For example, the opening date and shooting hours of the Sandhill Crane (Antigone canadensis) hunting season were changed to reduce risk to endangered Whooping Cranes (Grus americana) (Sharp et al. 2010). At regional scales, aggregating data from multiple populations or species can identify important bottlenecks and stopover sites (e.g., in migratory shorebirds [McDuffie et al. 2022b]). For example, efforts to characterize the breeding origins of 11 Nearctic-Neotropical songbird species migrating through the Darién region of northwestern Colombia by using stable isotopes revealed extensive population mixing and limited temporal segregation, thereby suggesting that this region acts as a bottleneck during migration and may be an important area for conservation (Cardenas-Ortiz 2020). Conversely, geolocator-marked Swainson’s Thrushes (Catharus ustulatus) from breeding populations separated by ~250 km used different migration pathways and stopped over in geographically distinct regions during post-breeding and pre-breeding migration (Delmore et al. 2012), suggesting that even geographically proximate breeding populations may exhibit dramatic differences in space use during migration and require population-specific conservation actions. Distribution-wide studies characterizing nonbreeding areas and migratory connectivity of populations can provide information on the general regions where full-annual-cycle conservation actions could be targeted to achieve conservation goals (Kramer et al. 2018, Tonra et al. 2019, Moore et al. 2021). Moreover, information on migratory connectivity among species or populations can be useful for delineating critically important areas (e.g., locations used by many individuals [Tonra et al. 2019]), identifying potential drivers of population trends (Kramer et al. 2018, Hallworth et al. 2021), and building interagency and/or international conservation partnerships to achieve conservation goals (Higuchi 2012, Anderson et al. 2018).
For many songbirds where technological limitations preclude direct tracking, radar may be useful for quantifying broad-scale patterns of space use to inform conservation; for example, to identify sites where turbine–bird collisions could be minimized in areas proposed for wind energy development (Cohen et al. 2022). Radar has also been used to characterize the effects of artificial light at night (ALAN) on nocturnally migrating birds and inform continental campaigns aimed at reducing collisions caused by migratory birds being attracted to well-lit urban areas (i.e., “Lights Out” campaigns [Van Doren et al. 2017]). Eliminating or greatly reducing lighting at large buildings in migration corridors during peak migratory periods can reduce fatal bird–window collisions by ~60% (Van Doren et al. 2021).
Temporal aspects of migration inform conservation (when)
Tracking data can provide information on the timing and duration of migratory stopovers (e.g., in Semipalmated Sandpipers [Calidris pusilla] [Holberton et al. 2019]), which can assist in timing conservation efforts to coincide with temporal aspects of migration. For example, at a local scale, knowledge about when large numbers of nocturnally migrating birds will be in an area may inform efforts to reduce negative anthropogenic influences (e.g., “Lights Out” campaigns [Van Doren and Horton 2018, Wells et al. 2022]). In the context of game species management, information about the timing of migratory movements can inform harvest periods to achieve various goals (e.g., adjust hunting seasons to account for changes in migration phenology associated with climate change [Thurber et al. 2020, Pearse et al. 2023]). At broader spatial scales, information about migration timing can provide opportunities to manage critical stopover areas to maximize abundance of resources (e.g., food, water, roosting cover) to coincide with peak migratory periods (Malone et al. 2023). Additionally, individual tracking data from migratory birds can provide context for understanding the flexibility of migratory strategies in response to climate change (Prytula et al. 2022) and help managers assess species’ capacity to respond to phenological shifts (Van Gils et al. 2016, Shipley et al. 2020), which could help steer conservation efforts toward species expected to be most affected.
Understanding how birds migrate can inform conservation (how)
Characterizing species’ migratory strategies can provide relevant data to inform conservation efforts. Migration can require significant energetic resources, depending on flight duration, weather conditions, and migration strategy (e.g., brief versus extended flights, flapping versus soaring flight [Wikelski et al. 2003, Bowlin et al. 2005, Weber 2009, Soriano-Redondo et al. 2023]). These physiological requirements of migration can aid in identifying critical areas for conserving or enhancing stopover sites and inform management to increase the availability of high-quality food and other resources (Seewagen et al. 2011, Smith et al. 2015, Bayly et al. 2016, Gómez et al. 2017).
The importance of specific stopover sites may depend on the migration ecology of focal species. For example, tracking data from many songbirds and shorebirds show that these species often migrate via several extensive movements (i.e., “jumps”) and may benefit from the conservation of strategically located high-quality stopover sites in areas used immediately before initiating and after completing such flights (Piersma 1987, Skagen and Knopf 1994, Warnock 2010). However, focusing conservation efforts on a few stopover sites may be impractical and ineffective for species like American Woodcock that make many, shorter-distance movements to complete migration and rely on a network of sites in close proximity to sustain migration (i.e., “hops” [Piersma 1987, Moore et al. 2021]).
Similarly, whether species migrate primarily diurnally (e.g., soaring raptors, swallows, cranes [Beauchamp 2011]) or nocturnally (most songbirds [Cooper et al. 2023]), and how birds move within those periods may be important for developing targeted conservation strategies that minimize the effect of anthropogenic factors such as wind energy development (potentially a risk for diurnal soaring raptors [Katzner et al. 2012]) or ALAN (primarily an issue for nocturnally migrating songbirds [Evans Ogden 2002, Spoelstra and Visser 2013, Van Doren et al. 2017, McLaren et al. 2018]). Other species-specific characteristics of migration may be critical for informing conservation decisions (e.g., flight altitude to inform the location of wind energy development [Katzner et al. 2012, Cohen et al. 2022]).
Understanding proximate drivers of migration can inform conservation (why)
Whether migratory behavior is innate or socially inherited can affect subsequent conservation decisions. For obligate migrants where migration is presumed to be genetically controlled (e.g., songbirds [Toews et al. 2019, Justen and Delmore 2022]), migration timing appears to be linked to photoperiodic cues that may become disentangled from changing phenological patterns, leading to phenological mismatch (Both et al. 2006, 2010, Youngflesh et al. 2021, Connare and Islam 2022, Robertson et al. 2024). For species that migrate more slowly, arrive earlier on breeding areas, or overwinter farther north, migratory timing may be more flexible and responsive to earlier spring onset resulting from climate change because their migration strategy generally tracks local environmental conditions (Halupka and Halupka 2017, Youngflesh et al. 2021).
Within species, different cohorts may be affected differently by climate change. In many migratory North American bird species, males arrive at breeding sites days to weeks before females (i.e., protandry [Morbey and Ydenberg 2001]). However, decades of banding data suggest that the gap between male and female arrival at breeding grounds has widened because males arrive at breeding sites earlier in response to changes in spring phenology (Neate-Clegg and Tingley 2023). The mechanisms underlying sex-based plasticity in adaptation to climate change are unclear, but the increasing mismatch between arrival of males and females on breeding areas could cause populations to decline (Neate-Clegg and Tingley 2023). In some cases, loss of migratory behavior may be an adaptive response to an erosion of the potential benefits of migration, which could allow for population persistence but eliminate the ecological functions of migration (de Zoeten and Pulido 2020).
The capacity of species to adapt to changing conditions via evolutionary pathways may also affect their persistence under future conditions and may be affected by the rate at which conditions change (with slower rates of change assumed to be more conducive to adaptation [Botero et al. 2015]). Capacity for adaptation is partially dependent on standing genetic variation (Both and Visser 2001, Webster et al. 2002), and individuals that possess traits that are extreme today (e.g., an individual that initiates migration early relative to the rest of the population) may be disproportionately important for population viability under future conditions. Protecting individuals or populations within a species that, for example, initiate their northern migration relatively early or those that migrate relatively far distances (breeding at the northern range margins) could facilitate evolutionary adaptation and promote species persistence in the future (Rehm et al. 2015). Similarly, species that exhibit developmental and other forms of plasticity (e.g., Black-tailed Godwits [Limosa lapponica] [Verhoeven et al. 2022]) that facilitate change in migration patterns over time may fare relatively well in the face of changing climatic conditions.
Migration strategies of three well-studied species
To illustrate how the conservation implications of tracking data play out in single-species conservation plans, we provide more in-depth summaries of migration patterns of three well-studied North American migratory birds with varying life history strategies, sizes, and associated levels of conservation concern (Fig. 2). These case studies ultimately demonstrate that the technology that is available for different species determines the spatio-temporal resolution of the data available to inform conservation, which in turn determines the spatio-temporal resolution of resulting conservation actions.
Golden-winged Warbler
Golden-winged Warblers (Vermivora chrysoptera; IUCN [2022] Near Threatened) are among the most well-studied passerines in North America and are of high conservation concern due to historical declines in eastern portions of their breeding distribution (Rosenberg et al. 2016, Ritterson et al. 2021). They are relatively small songbirds (~10 g) that breed in central and eastern North America and occur in Central and northern South America during the nonbreeding period. Tracking Golden-winged Warblers throughout the annual cycle using geolocators has revealed strong migratory connectivity wherein distinct breeding populations occur in isolation from one another during the nonbreeding period (Fig. 2) (Kramer et al. 2017, 2018). This strong migratory connectivity is associated with variation in historical population trends and suggests that severe declines in abundance of breeding Golden-winged Warblers in the Appalachian Mountains region are associated with deforestation in northern South America (Kramer et al. 2018). Furthermore, whether individuals occur in Central versus northern South America during the nonbreeding period is associated with a single gene (VPS13A), which provides evidence of genetic control of migration in this species (Fig. 2) (Toews et al. 2019). Geolocator-tracking of Golden-winged Warblers has also identified stopover regions in southeastern Mexico and Guatemala (Bennett et al. 2019, Kramer et al. 2023) that could be targeted for conservation by existing international conservation partnerships (e.g., the Golden-winged Warbler Working Group).
American Woodcock
American Woodcock (IUCN [2022] Least Concern) are moderate-sized (~144–230 g), migratory, forest-dwelling shorebirds that can be difficult to survey during most parts of their annual cycle due to their cryptic coloration and preference for dense vegetation. They breed throughout much of the forested region of eastern North America, exhibit a variety of migration strategies, and are hunted during autumn and winter. American Woodcock migration has been assessed using VHF (Myatt and Krementz 2007), and more recently, PTT and GPS transmitters (Moore et al. 2019, 2021), which provide higher resolution location data than can be derived from geolocators. Combining location data, genetic analyses (Rhymer et al. 2005), and updated evaluation of band return data (Moore and Krementz 2017) suggests that woodcock have higher rates of interchange (i.e., relatively weak migratory connectivity) between putative populations than previously suggested based solely on analyses of band-return data. Tracking individual woodcock has revealed that migration occurs at a slower pace during pre-breeding migration than post-breeding migration because pre-breeding migration is characterized by frequent and close-together stopover events (Moore et al. 2021). In portions of their breeding distribution, woodcock are resident year-round, facultative partial migrants, or obligate migrants, and recent evidence suggests that all three migration strategies may exist in the same breeding population (Graham et al. 2022). Data on the pace and facultative nature of American Woodcock migration indicate a migration strategy that allows the species to respond to local environmental conditions and arrive on breeding areas when conditions are conducive for courtship and breeding, including breeding multiple times during migration (Slezak et al. 2024). Information derived from recent advances in tracking technology suggests that the migration strategies used by woodcock likely minimize the potential for phenological mismatch, provides insights into when and where conservation actions during migration are likely to be most effective, and indicates that breeding during migration may be an important aspect of woodcock population ecology and conservation. The relative role of genetic versus social factors in woodcock migration are largely unknown.
Sandhill Crane
Sandhill Cranes (IUCN [2022] Least Concern) are large (~2.7–6.7 kg), long-lived (> 35 yr) birds that breed throughout much of mid-latitude and northern North America and adjacent eastern Siberia, are hunted in portions of their range (Fig. 2) (Krapu et al. 2011), and are composed of both migratory and sedentary populations. Deployment of PTTs and, more recently, GPS-GSM transmitters on Sandhill Cranes (Krapu et al. 2014, Fronczak et al. 2017, Wolfson et al. 2017) has facilitated the monitoring of annual movements and provided insight into shifts in distributions, flyway use, breeding population affiliation, and efficacy of surveys (e.g., Collins et al. 2016, Fronczak et al. 2017, Wolfson et al. 2017, Nowak et al. 2018). Marking Sandhill Cranes with VHF transmitters at migration stopover locations (e.g., Krapu et al. 2014) has provided insight into energy acquisition and food resource depletion during staging (Davis 2003, Krapu et al. 2014, Varner et al. 2020). Location data derived via GPS-GSM transmitters indicate that Sandhill Cranes use a variety of stopover sites during both pre-breeding and post-breeding migration (e.g., Fronczak et al. 2017), with some stopover sites used by large numbers of Sandhill Cranes consistently through time (e.g., Krapu et al. 2014). Increased reliance on crops and the loss of historical wetlands have increased site fidelity at a number of key stopover areas (Donnelly et al. 2021). Providing adequate food resources at key stopover areas and considering strategies to minimize conflicts with agriculture are likely to enhance Sandhill Crane conservation. Migratory pathways used by individual Sandhill Cranes can vary among years (Wolfson et al. 2017), and environmental conditions (e.g., availability of open water for roosting; snow cover) appear to influence their distribution during the nonbreeding period. This plasticity in migration behavior and shifts in space use patterns as Sandhill Cranes age (e.g., Wolfson et al. 2020) is influenced by social learning (Mueller et al. 2013, Whiten 2019) and suggests that Sandhill Cranes have considerable capacity to adapt migration strategies to changing environmental conditions.
FUTURE DIRECTIONS AND INFORMATION NEEDS
The means of quantifying and understanding migration of North American birds have advanced considerably since marking birds with unique identifiers began in the early 20th century, which has greatly expanded understanding of avian migration. Advances in technology and analytical methods are likely to continue, which will provide opportunities for further insight into bird migration that can inform conservation. Some of the topics that can be addressed with new approaches or integrating existing information include (1) understanding how migratory birds respond to climate and other environmental change, and in that context, (2) understanding the mechanistic underpinnings of variation in bird migration within and among species. Increased understanding of these and other topics could be advanced by the following technological and analytical developments: (1) integrating low- and high-throughput tracking technologies (e.g., VHF and satellite telemetry, respectively) to address questions that require fine-scale data at broad spatial scales (e.g., habitat use at stopover sites), (2) developing approaches to assess movements of entire populations or species during migration, (3) combining biologging-derived movement, environmental, and citizen-science data at broad spatial scales to better understand drivers of migration and associated effects on fitness, and perhaps most importantly, (4) evaluating the effects of conservation actions targeting migratory birds outside the breeding period to inform adaptive and effective management strategies.
Understanding how migratory birds respond to climate and other environmental change
Predicting how migratory birds may respond to climate and other environmental change, and understanding their potential for adaptation is increasingly important for conservation. Although general predictions exist as to whether, and to what extent, climate change will affect migratory birds (e.g., relative to migration distance, phenological mismatch, and connectivity [Both et al. 2006, 2010, Gómez et al. 2021, Youngflesh et al. 2021, Connare and Islam 2022]), it remains unclear if and how many species will respond to increasingly extreme climate conditions in the future. In addition, little is known about the nature of factors that regulate populations (i.e., the relative contributions of factors that affect population dynamics during different portions of the annual cycle [e.g., Kramer et al. 2018]), and whether and how regulating factors and population dynamics influence the spatial distribution of populations and species outside the breeding period for most North American migratory bird species. Particularly important for predicting the response of migratory bird populations to environmental change is understanding their capacity for adaptation in terms of the “when” and “where” of migration. Successful migration under different environmental conditions may require individuals to migrate at different times and use different pathways and landscapes. Effective conservation of migratory species in the future will likely require understanding the interactive effects of climate change and anthropogenic effects on habitat while considering the adaptive capacity of individual species.
Variation in bird migration within and among species
Variation in migration pathways and timing within populations is poorly understood but may be critical to the ability of migratory bird species to respond to a changing environment, and to understanding that variation can inform effective conservation. For example, recent work suggests that the transfer of social information between individuals may be particularly important for certain species that rely on memory to optimize migratory behavior as individuals age (Teitelbaum et al. 2016, Flack et al. 2022). The mechanisms that cause intraspecific variation in behavior, timing, and space use during migration are poorly understood, which makes it difficult to predict how much, how quickly, or when birds can adapt their migration strategies to changing conditions (Brown et al. 2021, Verhoeven et al. 2022). Furthermore, individual variation in migration pathways and timing between and among annual cycles is poorly documented for all but a few larger species that have been monitored with current tracking technology (but see Stanley et al. 2012, Fraser et al. 2019). It is also unclear whether migratory bird species currently possess sufficient genetic variation and/or behavioral plasticity to adapt to rapidly changing environmental conditions (Bay et al. 2018). Improved understanding of these issues would help inform conservation strategies for North American migratory birds.
Improving tracking technology
Currently, tracking technology provides the means of collecting information on seasonal movements, and in some instances, location data recorded at high frequency for many North American migratory bird species (Sequeira et al. 2021, Gupte et al. 2022). Especially for smaller birds, collecting high-resolution, high-frequency location data at broad spatial scales remains unfeasible (Nathan et al. 2022); however, further miniaturization of tracking devices coupled with increased flexibility of information transfer from connections such as “Internet of Things” networks (e.g., the ICARUS program) could increase the resolution and frequency of location data over broad spatial scales for many North American migratory bird species. Additionally, whereas most tags used for tracking smaller bird species (e.g., songbirds) are archival due to weight limitations, and therefore require recapture to recover information, advancements in data connection methods may eventually provide the ability to transmit evidence of mortality in near real time. Such gains can provide additional opportunities to refine conservation strategies to include information about space use and habitat needs during migration and identify critical information such as important bottlenecks and stopover sites and exposure to anthropogenic threats (Krondorf et al. 2022, Kays and Wikelski 2023).
Assessing movements of groups of migrating birds
It is logistically difficult and expensive to monitor large numbers of individual migratory birds with tracking devices. As a result, inference about population- or species-specific variation in migration phenology, use of stopover sites, and effects of environmental factors on migration is poorly understood (Aikens et al. 2022). Emerging approaches to assess such population- or species-scale patterns include acoustic monitoring, passive telemetry (e.g., Motus), and advancements in radar technology. Acoustic monitoring can use networks of relatively low-cost autonomous recording units (ARUs) to provide information about species composition of migratory flocks, density of individuals, and timing and intensity of migratory events (Sanders and Mennill 2014, Pérez-Granados and Traba 2021). Although continuous acoustic monitoring by ARUs can quickly amass large volumes of audio data to process, machine-learning methods are quickly maturing to allow automated workflows for species identification (Stowell et al. 2019, Kahl et al. 2021). The Motus network has the potential to assess variation in spatial and temporal aspects of migration within populations and species, and advances in radar (e.g., Next Generation Weather Radar, computational methods that distinguish migrating birds from the overall radar signal [Sheldon et al. 2013, Lin et al. 2019]) have provided information about weather factors that influence bird movements (Van Doren and Horton 2018), and changes in migration phenology at the continental scale (Horton et al. 2020), and now allow near-term forecasting methods that can provide dynamic management of resources that may affect migrating birds, such as offshore wind farms (Bradarić et al. 2024a, b).
Integrating broad-scale environmental, movement, and citizen-science data
Tracking data for North American migratory birds can be stored in global open-access data repositories and annotated with environmental data through the Environmental Data Automated Track Annotation System (e.g., Movebank [Fiedler 2009, Kranstauber et al. 2011], Env-DATA [Dodge et al. 2013]). Further integrating these resources with crowd-sourced databases such as eBird may provide novel means of quantifying migration at a continental scale (e.g., Sullivan et al. 2009, 2014, Laughlin et al. 2013, Supp et al. 2015). In the context of migration, citizen-science data have been beneficial in creating and validating models of migration phenology (Mayer 2010, Kelly et al. 2016, Mondain-Monval et al. 2021). More recently, abundance data from the eBird database have been used to model individual-level migration routes, quantify population-level migratory timing and connectivity, and predict important ecological interactions such as the spread of parasites by migratory birds (Fuentes et al. 2023, Tonelli et al. 2023). However, integrating citizen-science data with tracking data from individuals and populations remains challenging and will likely require the development of new analytical tools to quantify sources of uncertainty arising from different sampling methods.
Evaluating the effects of conservation efforts targeting migratory birds outside the breeding period
Finally, mortality risk in birds during migration is thought to be relatively high (e.g., Newton 2024a), and species may be limited by numerous factors that occur during the stationary nonbreeding period (e.g., habitat loss [Kramer et al. 2018]). Because factors during migration and the nonbreeding period can regulate migratory bird populations, conservation efforts implemented to benefit birds during migration and nonbreeding periods have considerable potential to benefit North American migratory birds. However, evaluating whether conservation efforts derived from recent advances in knowledge about migration in North American birds are effective is largely lacking, primarily because (1) tying population-level responses to specific conservation actions implemented to mitigate regulating factors outside the breeding period is not straightforward, and (2) relatively few resources have been devoted to evaluating the effects of bird conservation efforts compared to the resources devoted to the conservation efforts themselves. Recent advances in describing and understanding bird migration provide the basis for developing and implementing conservation strategies that include considerations of when and where birds migrate, habitat requirements during migration and the nonbreeding period, potential mortality risk outside the breeding period, and how migratory birds may respond to climate change. Without parallel efforts to evaluate the effectiveness of those strategies, however, it will be difficult to discern whether investments in conservation strategies that target migratory birds during migration and the nonbreeding period are worthwhile. At a minimum, we therefore suggest that ongoing and future conservation strategies for North American migratory birds incorporate considerations of how to assess their effectiveness, including identifying metrics (e.g., population trends, habitat use, body condition, subsequent reproduction and survival) that could be used to track the effects of conservation actions intended to benefit birds during migration and the nonbreeding period.
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AUTHOR CONTRIBUTIONS
MST, DWW, SMS, DJW, ABH, DK, YFT, GRK, and DEA contributed to writing the original draft as part of a course conceptualized and organized by GRK and DEA. MST, DWW, GRK, and DEA reviewed and edited the final draft. GRK created Table 2 and both figures.
ACKNOWLEDGMENTS
MT was supported by a Torkse Klubben Fellowship. GRK was supported by the National Science Foundation Postdoctoral Research Fellowships in Biology Program under grant No. 2109544. Any opinions, findings, and conclusions or recommendations expressed in this article are those of the authors and do not necessarily reflect the views of the National Science Foundation.
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Table 1
Table 1. Migration terms and definitions (sensu Newton 2024b).
Term | Definition | ||||||||
Migration | Seasonal movement between distinct breeding and nonbreeding areas. | ||||||||
Types of migration | |||||||||
Altitudinal migration | Seasonal movements between lower elevations and higher elevations in the same general region | ||||||||
Complete migration | When all individuals of a population or species migrate annually | ||||||||
Differential migration | A population-level phenomenon in which some individuals migrate different distances or at different times than others. Migration may vary by sex, age, or other factors. | ||||||||
Facultative migration | Individuals migrate in some years and not others, generally based on local environmental conditions | ||||||||
Leapfrog migration | A population-level pattern that in North America results in birds that breed the farthest north moving to wintering locations the farthest south | ||||||||
Long-distance migration | An ambiguous but commonly used term to categorize bird migration. We propose that this term has little value in the context of North American bird migration without associated descriptions of distances moved. | ||||||||
Molt migration | When individuals pause migration or move to a new location to undergo energetically costly feather replacement. During the period when molting occurs, individuals are generally flightless. | ||||||||
Nearctic-Neotropical migration | Seasonal migration between Nearctic and Neotropical regions | ||||||||
Obligate migrant | An individual that migrates every year regardless of local conditions. Obligate migration is thought to be genetically controlled. | ||||||||
Partial migration | When a portion of a population migrates each year and another portion remains resident. | ||||||||
Seasonal migration | A cyclical pattern of movement between breeding and nonbreeding regions that generally occurs with seasonal regularity. | ||||||||
Short-distance migration | An ambiguous but commonly used term to categorize bird migration. We propose that this term has little value in the context of North American bird migration without associated descriptions of distances moved. | ||||||||
Table 2
Table 2. Summary of state of knowledge of basic migratory ecology of North American bird orders. The number of families and species within each order are noted. The column “Migratory” refers to the number of species that exhibit some evidence of migratory behavior spanning local to hemispheric changes in geographic location. The number of species within each family that migrate within, or primarily within the Nearctic is quantified in the column “Intra-Nearctic migrants.” The number of migratory species within each family that are characterized as complete migrants (i.e., vacate their breeding distribution during the nonbreeding period) is presented (“Complete migrants”) as is the number of species of conservation concern (i.e., listed as “Near Threatened,” “Vulnerable,” “Endangered,” “Critically Endangered,” “Extinct in the Wild,” or “Extinct”) classified by the International Union for the Conservation of Nature (IUCN; IUCN 2022). For all calculated percentages we used the total number of migratory species within each family for the divisor except for calculations of the percent of migratory species wherein we used the number of species within families as the divisor. All data were derived from Birds of the World online database species accounts (Birds of the World 2022).
Order | No. families (no. species) | No. migratory (%) | No. intra-nearctic migrants (%) | No. complete migrants (%) | No. species of conservation concern (%) | ||||
Anseriformes | 1 (47) | 43 (91%) | 29 (67%) | 20 (47%) | 6 (14%) | ||||
Galliformes | 3 (21) | 15 (71%) | 15 (100%) | 0 (0%) | 5 (33%) | ||||
Phoenicopteriformes | 1 (1) | 1 (100%) | 0 (0%) | 0 (0%) | 0 (0%) | ||||
Podicipediformes | 1 (7) | 6 (86%) | 6 (100%) | 2 (33%) | 1 (17%) | ||||
Columbiformes | 1 (10) | 5 (50%) | 0 (0%) | 0 (0%) | 0 (0%) | ||||
Cuculiformes | 1 (5) | 3 (60%) | 0 (0%) | 2 (66%) | 0 (0%) | ||||
Caprimulgiformes | 3 (21) | 20 (95%) | 6 (30%) | 8 (40%) | 5 (25%) | ||||
Gruiformes | 3 (13) | 12 (92%) | 6 (50%) | 1 (8%) | 2 (17%) | ||||
Charadriiformes | 7 (104) | 103 (99%) | 36 (35%) | 55 (53%) | 20 (19%) | ||||
Gaviiformes | 1 (5) | 5 (100%) | 4 (80%) | 5 (100%) | 1 (20%) | ||||
Procellariiformes | 2 (4) | 3 (75%) | 0 (0%) | 0 (0%) | 2 (66%) | ||||
Ciconiiformes | 1 (1) | 1 (100%) | 1 (100%) | 0 (0%) | 0 (0%) | ||||
Suliformes | 4 (9) | 7 (78%) | 6 (86%) | 0 (0%) | 0 (0%) | ||||
Pelecaniformes | 3 (18) | 18 (100%) | 14 (74%) | 0 (0%) | 1 (5%) | ||||
Cathartiformes | 1 (3) | 2 (66%) | 1 (33%) | 0 (0%) | 1 (33%) | ||||
Accipitriformes | 2 (24) | 19 (79%) | 13 (68%) | 5 (26%) | 0 (0%) | ||||
Strigiformes | 2 (19) | 10 (53%) | 8 (80%) | 0 (0%) | 2 (20%) | ||||
Trogoniformes | 1 (1) | 1 (100%) | 0 (0%) | 0 (0%) | 0 (0%) | ||||
Coraciiformes | 1 (3) | 1 (33%) | 1 (100%) | 0 (0%) | 0 (0%) | ||||
Piciformes | 1 (23) | 15 (65%) | 14 (93%) | 1 (7%) | 0 (0%) | ||||
Falconiformes | 1 (7) | 5 (71%) | 3 (60%) | 0 (0%) | 0 (0%) | ||||
Psittaciformes | 1 (1*) | 1 (100%) | 1 (100%) | unknown | 1 (100%) | ||||
Passeriformes | 33 (297) | 261 (88%) | 176 (67%) | 110 (42%) | 22 (8%) | ||||
* Includes extinct species, Carolina Parakeet (Conuropsis carolinensis). |