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Spatially balanced designs that incorporate legacy sites


Foster, SD and Hosack, GR and Lawrence, E and Przeslawski, R and Hedge, P and Caley, MJ and Barrett, NS and Williams, A and Li, J and Lynch, T and Dambacher, JM and Sweatman, HPS and Hayes, KR, Spatially balanced designs that incorporate legacy sites, Methods in Ecology and Evolution, 8, (11) pp. 1433-1442. ISSN 2041-210X (2017) [Refereed Article]

Copyright Statement

Copyright 2017 CSIRO. Copyright 2017 British Ecological Society

DOI: doi:10.1111/2041-210X.12782


1. A robust scientific conclusion is the result of a rigorous scientific process. In observational ecology, this process involves making inferences about a population from a sample. The sample is crucial, and is the result of implementing a survey design. A good survey design ensures that the data from the survey are capable of answering the research question. Better designs, such as spatially balanced designs, will also be as precise as possible given the constraints of the budget.

2. Many study areas will have previously sampled ‘legacy sites’ that already have accumulated a time series of observations. For estimating trent, it is often beneficial to include these sites within a new survey. In this paper, we propose a method to incorporate the locations of legacy sites into new spatially balanced survey designs to ensure spatial balance among all sample locations.

3. Simulation experiments indicate that incorporating the spatial location of legacy sites increases spatial balance and decreases uncertainty in inferences (smaller standard errors in mean estimates) when compared to designs that ignore legacy site locations. We illustrate the process of incorporating legacy sites using a proposed survey of a large marine reserve in South-Eastern Australia, although the method is applicable to all environments.

4. Our approach allows for integration of legacy sites into a new spatially balanced design, increasing efficiency. Scientists, managers and funders alike will benefit from this methodology – it provides a tool to provide efficient survey designs around established ones, including in-the-field adjustments. In this way, it can aid integrated monitoring programmes. An R-package that implements these methods, called MBHdesign, is available from CRAN.

Item Details

Item Type:Refereed Article
Keywords:balanced acceptance sampling, environmental sampling, quasi-random, spatial balance, survey design, unequal probability sample
Research Division:Biological Sciences
Research Group:Ecology
Research Field:Marine and estuarine ecology (incl. marine ichthyology)
Objective Division:Environmental Management
Objective Group:Marine systems and management
Objective Field:Marine biodiversity
UTAS Author:Foster, SD (Dr Scott Foster)
UTAS Author:Hedge, P (Mr Paul Hedge)
UTAS Author:Barrett, NS (Associate Professor Neville Barrett)
UTAS Author:Williams, A (Dr Alan Williams)
UTAS Author:Dambacher, JM (Dr Jeffrey Dambacher)
ID Code:118046
Year Published:2017
Web of Science® Times Cited:19
Deposited By:Ecology and Biodiversity
Deposited On:2017-07-03
Last Modified:2018-05-28

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