We contrasted the estimated age class of recaptured Harlequin Ducks (Histrionicus histrionicus) (n = 255) based on bursal depth with expected age class based on bursal depth at first capture and time since first capture. Although neither estimated nor expected ages can be assumed to be correct, rates of discrepancies between the two for within-year recaptures indicate sampling error, while between-year recaptures test assumptions about rates of bursal involution. Within-year, between-year, and overall discrepancy rates were 10%, 24%, and 18%, respectively. Most (86%) between-year discrepancies occurred for birds expected to be after-third-year (ATY) but estimated to be third-year (TY). Of these ATY-TY discrepancies, 22 of 25 (88%) birds had bursal depths of 2 or 3 mm. Further, five of six between-year recaptures that were known to be ATY but estimated to be TY had 2 mm bursas. Reclassifying birds with 2 or 3 mm bursas as ATY resulted in reduction in between-year (24% to 10%) and overall (18% to 11%) discrepancy rates. We conclude that age determination of Harlequin Ducks based on bursal depth, particularly using our modified criteria, is a relatively consistent and reliable technique.
U.S. Geological Survey, Biological Resources Division, Alaska Biological Science Center
1011 E. Tudor Road, Anchorage, Alaska 99503 USA
EVALUACION DE LA PROFUNDIDAD DE BURSA PARA INDICAR EDADES EN
HISTRIONICUS HISTRIONICUS
Sinopsis.--Contrastamos las categorlas de edad estimadas para individuos de Histrionicus
histrionicus recapturados (n = 255) basandonos en la profundidad de la bursa con la cate-
gorla de edad basada en la profundidad de la bursa en su primera captufa y el tiempo
transcurrido desde entonces. Aunque no se puede asumir que ninguna de las dos edades
sea cotrecta, las tasas de discrepancia entre ambas para recaptufas en el mismo afio indican
errores de muestreo mientras que las recaptufas entre aftos prueban aseveraciones sobre las
tasas de involucitn de la bursa. Las tasas de discrepancias en el mismo afio, entre aftos y
total, fueron de 10%, 24%, y de 18%, respectivamente. La mayoria (86%) de las discrepancias
entre aftos ocurrieron en aves creidas de tenet mas de tres aftos (ATY) pero estimadas en
su tercer afio (TY). De estas discrepancias de ATY-TY, 22 de 25 (88%) de las aves ten/an
profundidades de la bursa de 2 a 3 mm. Mas afin, cinco de seis recaptufas entre aftos que
se saNan set ATY pero estimadas a set TY tuvieron bursas de 2 mm. Reclasificar las aves con
bursas de 2 o 3 mm como ATY result6 en reduccitn de las tasas de discrepancia entre aftos
(24% a 10%) yen general (18% a 11%). Conclulmos que la determinacitn de edad en esta
especie basandose en 1/t profundidad de la bursa, particularmente utilizando nuestros crite-
rios modificados, es una ttcnica relativamente consistente y confiable.
The bursa of Fabricius (hereafter bursa) has a long history of use for
age class determination of wild waterfowl (e.g., Hochbaum 1942, Hanson
1949), although reliability estimates for the method rarely have been re-
ported (Hohman and Cypher 1986, Esler and Grand 1994). The bursa is
an immunosuppressive organ that forms as a sac on the dorsal side of the
proctodeal region of the cloaca (Glick 1983). The bursa is present in
juveniles, regresses as the bird matures, and eventually disappears in
adults (Hochbaum 1942, Ward and Middleton 1971). Although the bursa
has been used for age determination of ducks in spring (Anderson et al.
1969, LaGrange and Dinsmore 1988, Ankney and Alisauskas 1991, Young
1993), bursal involution may occur before or during an individual's first
reproductive cycle, rendering it unreliable during that period (Hohman
and Cypher 1986, Esler and Grand 1994). However, reliability may be
higher during non-breeding seasons (Peterson and Ellarson 1978, Hoh-
man and Cypher 1986). For birds that do not breed for two or more
seasons following hatching (e.g., Canada Geese [Branta canadensis;, Han-
son 1949, Hochbaum 1942], Oldsquaws [Clangula hymelis; Peterson and
Ellarson 1978], and other sea ducks [Goudie et al. 1994]), the degree of
bursal involution may be useful for differentiating age classes.
Our objective was to assess the utility of bursal characteristics for esti-
mating age classes of Harlequin Ducks (Histrionicus histrionicus) by ex-
amining rates of discrepancies in age class designations of individuals over
two or more capture events. In the absence of a known age sample, dis-
crepancy rates provide a useful measure of reliability of bursal depth as
an indicator of age class. Recaptures within-year provide an estimate of
sampling error and recaptures between-year test assumptions about
changes in bursal depth through time.
METHODS
We captured flightless Harlequin Ducks during August and September
of 1995-1997 in western Prince William Sound, Alaska using methods
similar to Clarkson and Goudie (1994). We marked individuals with Unit-
ed States Fish and Wildlife Service leg bands. Age classes of all birds were
estimated using internal bursal depth at each capture event. The bursa
was exposed and a metal probe was inserted into the bursal sac to measure
depth (- 1 mm). If the bursa was absent or - 1 mm the birds were initially
classified as after-third-year (ATY). Birds with bursal depths of )10 mm
were classified as second-year (SY) and those with intermediate depths
(2-10 mm) were classified as third-year (TY). Age classes are based on
calendar year, thus, SY birds were approximately 14 mo old, TY birds
approximately 26 mo, and ATY birds 38 mo or older. Criteria for these
initial classifications followed those used in other studies of Harlequin
Ducks (e.g., Goudie 1996) and were based on the assumption that bursal
involution should be complete after the third year when Harlequin Ducks
reach breeding age (Hohman and Cypher 1986, Esler and Grand 1994,
Goudie et al. 1994). Bursal depths for SY and younger birds are consis-
tently )10 mm (Linduska 1945, Peterson and Ellarson 1978, Hohman
and Cypher 1986, Henny et al. 1991). We assumed that bursal depth of
TY birds would be intermediate as involution progressed (Ward and Mid-
dleton 1971). Hatching year (HY) birds were distinguished from older
birds on the basis of size, presence of down, and notched tail feathers;
bursal depth of HY birds was not measured. These criteria were used to
assign age classes throughout the course of the study. Exact bursal depths,
in contrast to age classifications only, were recorded for birds estimated
to be TY and ATY during the 1997 field season and late in 1996. Age
class designations of recaptured birds were made without knowledge of
age class estimates from previous captures.
TABLE 1. Age classifications of recaptured Harlequin Ducks based on bursal characteristics.
Age-class Frequency
Expected age Estimated age Between years Within years
Discrepancies
ATY SY
TY SY
ATY TY
SY TY
TY ATY
SY ATY
Consistencies
SY SY
TY TY
ATY ATY
Total recaptures
1 1
0 4
31 4
0 1
4 0
0 0
0 16
4 47
111 31
151 104
Because of the lack of known-age birds, the accuracy of using bursal
depth to determine age could not be tested directly. Instead, we used
records from multiple captures to determine whether individuals could
be consistently classified. Consistent classification (i.e., low discrepancy
rates) for within-year capture events would suggest low measurement er-
ror. Consistent classification for between-year captures (i.e., an increase
of one year in age class for every year between capture events) would
support the original age class criteria and assumptions about the rates
and timing of bursal involution.
To document discrepancy rates, we compared estimated to expected age
classifications for each individual for each recapture event. Estimated age
was the age classification based on bursal depth at the time of initial
capture or recapture. An expected age class designation was generated
for recaptured birds, based on previous age class designations and the
time elapsed between capture events. Neither estimated nor expected
ages were assumed to be correct; we simply contrasted the two to deter-
mine if there was a discrepancy or consistency. Discrepancies occurred
when estimated age differed from expected age (i.e., within-year recap-
tures with different estimated age classes or between-year recaptures that
differed from a pattern of one increase in age class estimate per year).
We calculated frequency of discrepancies and identified classes of dis-
crepancies that occurred. We compared frequencies of discrepancies
among groups using chi-square goodness of fit tests.
RESULTS
We recaptured 217 individuals one or more times for a total of 255
recaptures; 104 occurred within-year and 151 occurred between-years.
Overall, estimated age classes of 82% (209) of recaptured ducks were
consistent with expected age based on previous captures (Table 1). Of
the recaptures, 176 were female, 79 were male. Proportions of consisten-
cies and discrepancies did not differ between sexes (X 2 = 0.070, df = 1,
P = 0.79).
Of within-year recaptures, 90% of estimated and expected ages were
consistent (Table 1). This suggests that at least one of the age class esti-
mates resulted from measurement error in 10% of cases, under the as-
sumption that bursal depth would not change within a capture season.
Discrepancies between estimated and expected age classes occurred in
24% of between-year recaptures (Table 1), which is higher than would be
expected if errors resulted only from measurement error (10%; see
above). Most (86%) between-year discrepancies occurred when age class
was expected to be ATY but estimated to be TY (Table 1). Bursal depths
were recorded for 25 of 31 birds classified as between-year ATY-TY dis-
crepancies. Of these ATY-TY discrepancies, 22 birds (88%) had bursal
depths of 2 or 3 mm. Five ATY-TY discrepancies were known to be ATY
(see below) and had bursal depths of 2 mm. These results suggest that
Harlequin Ducks with bursal depths of 2 or 3 mm should be classified as
ATY. By reclassifying these birds as ATY, the overall proportion of dis-
crepancies decreased from 18% to 11% (X 2 = 5.77, df = 1, P = 0.02),
the proportion of between-year discrepancies decreased from 24% to 10%
(X -- 10.404, df = 1, P 0.01), and the proportion of within-year dis-
crepancies did not change (X = 0.203, df -- 1, P = 0.65). These results
are consistent with the 10% measurement error predicted from within-
year recaptures.
We had one instance in which a within-year discrepancy was associated
with a between-year capture event. This individual was originally captured
in 1995 and classified as an ATY; in 1997 the bird was captured twice and
classified as an ATYonce and a TY (2 mm bursa) once. As we were certain
that the bird was an ATY in 1997 (see below), we classified the between-
year recapture as a consistency and the within-year recapture as a dis-
crepancy based on the original criteria. Using modified criteria, age class
designations at all captures were consistent.
We had a subset of 45 individuals known to be ATY. Thirty-six birds
were captured twice, first in 1995 and again in 1997, and nine were cap-
tured all three years. Because no HY birds were recaptured, all birds orig-
inally captured in 1995 and recaptured in 1997 definitely belonged in the
ATY age class. Our between-year discrepancy rate for these known ATY
birds was 13% using the original classification criteria. Five of the 6 dis-
crepancies (83%) detected in this group were birds with bursa depths of
2 mm. By reclassifying these birds as ATY, our known ATY bird discrep-
ancy rate dropped to 2% (X 2 = 3.873, df = 1, P = 0.049).
DISCUSSION
Based on discrepancy rates, we found that bursal depth enabled clas-
sification to relative age class, particularly after adoption of modified cri-
teria for age class designation. Our estimate of measurement error rate
(10% within-year discrepancy rate) for bursal age determination is com-
parable to error rates reported for some other age determination tech-
niques. For example, age classes of 93% of female American Wigeon
(Anas americana) (Wishart 1981) and 87.5% of Northern Pintails (Anas
acuta) (Duncan 1985) were determined accurately using wing feather
characteristics of known-age samples.
Measurement error can result from observer error; we attempted to
minimize this source of error in our study by having only four trained
observers measure bursas. We recommend similar cautions for other stud-
ies. Another potential source of measurement error may result from dam-
age to the bursa while probing. Improper or prolonged probing may
abrade the bursa and, as a result, bursal depth may be altered during the
healing process, resulting in an inaccurate age class designation upon
recapture. It may also be possible to puncture the bursa by probing too
hard. Hanson (1949) found that with a small amount of added pressure
a recently closed bursa may be pierced.
Our data strongly suggest that our original age class criteria, for TY and
ATY birds, were inappropriate. Classifying birds with bursas -<3 mm as
ATY, 4-10 mm as TY, and >10 mm as SY resulted in significantly lower
between-year discrepancy rates than the original criteria. After reclassifi-
cation, many of the remaining discrepancies likely were due to measure-
ment error at one or all of the captures. The results from our known ATY
sample corroborate our conclusions.
The ability to determine age classes of waterfowl accurately is essential
for understanding the effect of age on many aspects of population ecol-
ogy (e.g., Johnson et al. 1992). Adoption of age determination methods,
without indications of their accuracy or reliability, could lead to erroneous
conclusions about the ecological significance of age. While our data sug-
gest that bursal age determination of Harlequin Ducks is relatively reli-
able, we stress that investigators be aware that errors in age class desig-
nation are likely to occur when using this, or any other, technique.
ACKNOWLEDGMENTS
These data were collected under studies supported by the Exxon Valdez Oil Spill Trustee
Council. However, the findings and conclusions presented by the authors are their own and
do not necessarily reflect the views or position of the Trustee Council. Data were collected
with the assistance of B. Baetsle, R. Ballas, B. Benter, T. Bowman, K. Burek, J. DeGroot, B.
Jarvis, D. Monson, J. Morse, D. Mulcahy, D. Ruthrauff, D. Schaeffer, M. Stoskopf, L. Thomas,
K. Trust, and the crews of the motor vessels Auklet, ulia Breeze, Kittiwake II, and Waters. We
thank D. Derksen, P. Flint, I. Goudie, B. Jarvis and J. Schmutz for comments on the manu-
script.
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Received 16 Feb. 1998; accepted 27 Jul. 1998.