Butterfly Conservation
Hertfordshire & Middlesex Branch
saving butterflies, moths and their habitats
 
 » Homepage
 » Sightings
 » Photo House
 » Target Species
 » Recording
 » Mapping
 » Committee
 » Events & Sales
 » Field Trips
 » Links
 
Links to the national Butterfly Conservation website
 » National website
 » BC Membership
Links to the national Butterfly Conservation website
 » Beds & Northants
 » Cambs & Essex
 » Upper Thames
 » Herts Moth Group
 » Herts Birds
 » Herts Dragonflies

Transect Monitoring

Transect recording in Hertfordshire & Middlesex

This page was last updated on

Link sections on this page . . .
Branch Annual Reports
Transect Recording Instructions
Weekly transect & summary forms ~ postal
Transect records sent by email
Herts & Middlesex Butterfly Mapping Record Sheet ~ Postal
Copyright Policy
Transect Page index

Over 50 transects are currently being walked in Hertfordshire and Middlesex.

If you would like to just help out on a transect now and again, please   to be put in contact with a transect near you.

A number of recorders now also record in March.  It is possible to input data from the last week of March (week 0) into Transect Walker software.  Data from this week is used in phenology plots, but currently the counts are not used for Annual Indices

TRANSECT RECORDING INSTRUCTIONS

Much of this account is adapted from Butterfly Monitoring Scheme Instructions to Independent Recorders, by Marney L. Hall, published by the Institute of Terrestrial Ecology in 1981.

  • A butterfly transect is a way of monitoring changes in butterfly numbers at one particular site, both within the season and from year to year.
  • It is the main method by which declines in species can be followed, and as such is extremely important.
  • Transects should only be carried out by experienced observers who can recognise virtually all the common species on the wing.
  • The method consists in walking the same route at least once a week between April 1st and 29th September under standard weather conditions of temperature, wind and sunshine, and noting the numbers of each species of butterfly seen within a set distance from the observer, usually 5 metres.

STARTING A TRANSECT

First choose your route carefully, as once chosen, the route should not be altered. Annual comparisons are dependent upon the same route being walked, mainly by the same person, from year to year.

The site should be near you, preferably within about 10 or 15 minutes' walk or drive, as you can then take advantage of short spells of sunshine during otherwise cloudy periods.

The route should cross different habitats that are representative of the locality as a whole. The length of the route should only be as long as is easily manageable, bearing in mind that at the height of the season, when there are large numbers of butterflies on the wing, counting will take longer than earlier in the year. A walk of about 30 minutes is about the right length, as this will increase to 1 to 11/2 hours during the Meadow Brown season in July. It is better to restrict the route to rides or paths, but if there are no such paths across the site, the route can be marked with canes or posts, or other clear landmarks such as trees can be used, to ensure the same route is followed each time.

Try and avoid covering the same section twice, but if this is unavoidable, count the butterflies only on the first occasion. If you see an unusual butterfly there the second time around, make a note at the bottom of the form, rather than within the boxes on the form itself. It is usually convenient to choose a circular route so that you return close to your starting point at the end.
Only count butterflies within about 5 metres distance of you. The exact distance is not important, but should remain the same from year to year. When setting up the transect, it is a good idea to have a tape measure with you, so that you can appreciate how far 5 metres is in the different parts of the route. To help, you may note bushes or other features that are 5 metres from the route, or alternatively choose a convenient clearly marked boundary such as a hedge or stream as your limit for counting in some parts of the transect.

SECTIONS

Once the route has been chosen, it should be divided into sections (no more than 15). Each section may be a discrete habitat type, or a subdivision of the same habitat which is being managed differently. The divisions between each section should be clearly defined so that they remain the same from year to year.

MAP AND DESCRIPTION

Once the route and sections have been chosen, an accurate map should be made. This should preferably be based on Ordnance survey 1:25000 or larger scale maps (the Ordnance Survey county road atlases are excellent for this). Each section should be marked, together with the landmarks that mark the divisions between each section. A description of the transect should also be produced, in which each section is described, and any "local rules", such as county boundaries, defined. Notes of the habitat types and vegetation in each section should also be included, and any details on how they are managed, if known.

You may also want to keep a photographic record of each part of the transect. This would provide a valuable record for future years, and could be updated every few years as the habitat changes.

WHEN TO RECORD

The transect season begins each year on April 1st. You may walk the transect earlier in the year out of interest, but when analysing the data, for most purposes only those transects walked between April 1st and September 29th will be included.

The transect should then be walked at least once every week for the 26 weeks April 1st to September 29th.

For reference the dates of each week are as follows:
Week 1 ~ April 1 - 7 Week 10 ~ June 3 - 9 Week 19 ~ Aug 5 - 11
Week 2 ~ April 8 - 14 Week 11 ~ June 10 - 16 Week 21 ~ Aug 12 - 18
Week 3 ~ April 15 - 21 Week 12 ~ June 17 - 23 Week 21 ~ Aug 19 - 25
Week 4 ~ April 22 - 28 Week 13 ~ June 24 - 30 Week 22 ~ Aug 26 - Sep 1
Week 5 ~ April 29 - May 5 Week 14 ~ July 1 - 7 Week 23 ~ Sep 2 - 8
Week 6 ~ May 6 - 12 Week 15 ~ July 8 - 14 Week  24 ~ Sep 9- 22
Week 7 ~ May 13 - 19 Week 16 ~ July 15 - 21 Week 25 ~ Sep 16 - 22
Week 8 ~ May 20 - 26 Week 17 ~ July 22 - 28 Week 26 ~ Sep 23 - 29
Week 9 ~ May 27 - June 2 Week 18 ~ July 29 - Aug 4


The transect can be walked on any day within each of the above weeks, provided the weather is suitable (see below). If a week has to be missed through holiday or other enforced absence, contact John Murray who will try and arrange a replacement recorder (who will need to be taken over the transect beforehand). Weeks 12 to 22 (mid-June to the end of August) are particularly important, as many butterflies are on the wing and things change rapidly, so it is particularly important not to miss a week in this period if at all possible. If you have the time, walking the transect twice a week in this period is very useful.

A week missed early or late in the season may not be too serious, but try never to miss more than one week in a row. The weather should be preferably warm and sunny with little wind. Wait until 10:45 in the morning before starting, and do not record after 15:45 in the afternoon. The exact weather requirements are as follows:

  • Do not walk the transect if the wind is greater than force 5 or 6 (small trees in leaf begin to sway; large branches move, telephone wires whistle)
  • Do not walk the transect when the temperature is below 13ºC
  • Between 13º and 17ºC, a transect may be walked if there is at least 60% sunshine
  • Above 17ºC, a transect may be walked in any conditions, providing it is not actually raining

Unfortunately, particularly early in the season, there are some weeks when the weather may be too poor for the above standards. In such circumstances, it is better to walk the transect if it is slightly too cold or too cloudy, within reason.

Butterflies may venture forth happily in temperatures of 10º or 11º provided there is no cloud and no wind, for example.

Alternatively, if it is 13º but too cloudy, you may stop the walk each time the sun goes in and only record butterflies seen when it is shining, but always make a note if you do this.

Spring mornings often begin as a brilliant, cloudless day, until 10:45 when patches of cloud appear from nowhere and the entire sky is overcast in a quarter of an hour. If such weather persistently occurs, starting the transect at 10:15 is better than not walking it at all if the weather is warm enough. In all such cases, make clear notes as to what you are doing.

Generally speaking, it is best to walk the transect early in the week even if conditions are a bit too poor. Then if better conditions are met later in the week, the transect can be walked

WIND SPEED

Record the wind speed according to the Beaufort scale, which is:
Force 0     Calm, smoke rises vertically 
Force 1     Very slight wind; smoke drifts slightly 
Force 2     Wind can be felt on face; leaves rustle  
Force 3     Leaves and twigs begin to move
Force 4     Dust raised, small branches move
Force 5     Small trees in leaf begin to sway
Force 6     Large branches move; telephone wires whistle 

TEMPERATURE

Hang a thermometer in the shade at about chest height, well away from buildings and where the air can circulate easily, before leaving home. Most thermometers need a little while to equilibrate, so it is best to do this before about 10:30 in the morning. Make sure that no sun falls on any part of the thermometer. When the temperature has reached the required value (see above), you may set off for the transect site. Before you begin walking it, hang the thermometer in the shade (a good leafy tree is best) at chest height at the start of the transect and record the temperature when you return.

WALKING THE TRANSECT

Before starting, note your name, the site name, the year, date and time to the nearest minute at the top of the form. Always bring a net with you if you have one; this saves a great deal of trouble waiting for active butterflies to settle and be identified.

Walk the transect at a slow, even pace, paying attention to flower heads and other likely butterfly perches. Only count those butterflies which come within 5 metres in front of you, or within the limits defined in each section. If an individual butterfly is encountered more than once and you are certain that it is the same butterfly, record it only once. However, if there is any doubt, record it on both occasions.

When you come to the end of each section of the transect, write the number of each species of butterfly seen there in the box provided, note whether it has been mainly sunny or cloudy (S or C) in that section at the bottom, and note the time to the nearest minute before starting off again for the next section. Sunny (S) means that shadows are cast. If no shadows are cast, write C.

When you come to the end of the final section, note the finishing time and note the temperature on the thermometer left at the start. Add up the values for each species and put the total in the column at the right, and then add up the total of all species seen in each section in the row at the bottom. Total these in the square at the bottom right, and then check this value by adding up the totals for each species, which should be the same.

Finally, note the wind conditions, and add up the number of sections where it was mainly sunny, and express this as a percentage of all the sections, rounded up to the nearest 10%, in the appropriate space at the top right.

Particularly at first, you may find identification of some species a problem. Waiting for a butterfly to settle can take a long time, and you may need to follow it a long way from the route, so catching the butterfly in the net, identifying it and releasing it will save a lot of time and trouble. If you stray from the route to identify a butterfly, return to the same point on the route before recording again, do not record other butterflies as you do so.

Some species, such as the Small and Essex Skippers, cannot be distinguished in flight yet are very numerous. Rather than catch or examine every one, record them in the row marked Small/Essex Skipper, and only record those accurately identified as either Small or Essex in the rows provided. The way to distinguish the two is by looking at the underside of the antennae; the Essex Skipper has jet-black tips, whereas the Small Skipper has light brown or orangey tips. You can creep up head-on and bend down to identify the species, though this may get you some strange looks, or else catch them in a net to check, in which case you may risk the wrath of people mistaking you for a collector. A new page has been added which might help, if you are having problems -
click here for more details

You may need to catch specimens to distinguish Small and Green-veined Whites; in both cases, try and identify a dozen or so accurately (more if numbers are very large), the rest can then be recorded as Small/Essex or Small/Green-veined. As long as all uncertain sightings are separately listed in this way, we can derive probable abundances from your records.

At the height of the Meadow Brown season, you may be lucky enough to find swarms of butterflies which at first are difficult to count, as they move around constantly as you are trying to count them. Never be tempted to guess the numbers; always try and count them as they fly around, even if the numbers may not be as accurate as you would hope. Provided the numbers are high enough, a few missed or counted twice here or there will not affect the analysis too much. After a while, you will become adept at counting even the most daunting-looking clouds of butterflies.

Always walk the transect alone; two people will see a lot more butterflies than one and spoil the analysis, Alternatively if your friend is not a butterfly enthusiast, chatting can distract your concentration quite considerably and you will see fewer butterflies. If for social reasons it is unavoidable, your friend may note the numbers down whilst you observe; but the friend must be under strict instructions not to say "look there's one" or otherwise induce you to record more or fewer butterflies than you would normally see. Always make a note if you are using someone else to write down the numbers in this way.

SUBMISSION OF RECORDS BY POST

Please return all the forms to Dr J.B. Murray, "Field End", Marshalls Heath, Wheathampstead, Herts AL4 8HS by 9th November at the latest.

These should include the original recording sheets (or photocopies of them) plus, if you have time, a summary sheet for the whole year.

Click here to print an online copy of the weekly transect form
Click here to print an online copy of the summary form

A free version of Adobe Reader can be downloaded from http://www.adobe.com/uk/products/acrobat/readstep2.html

The summary sheet should list the weekly totals for each species. If you have walked the transect more than once in the same week, take the average number seen in that particular week on the summary sheet, unless one of the transects was walked under poorer weather conditions than strictly allowed, in which case it can be left out of the analysis. If you have had to miss a week, take the average of the weeks either side of that missed for each species

Finally, add up the weekly numbers for each species and put the total at right, and sum the annual numbers of all species seen in each box at the bottom.

RECORDS SENT BY EMAIL

Please contact Andrew Wood for a copy of his transect spreadsheet. If you can submit data electronically either using the spreadsheets or Transect Walker it would be very helpful. Data can be sent as a compact disc, floppy disc or emailed as an attachment.

Butterfly Conservation's Transect Walker software is now fully available for downloading by logging on to the UKBMS website
www.ukbms.org/transect_walker_v2.htm - Just follow the links to register and download - note the software is free of charge.

COPYRIGHT POLICY

IMPORTANT: By submitting information on these forms I agree that it may be collated and disseminated manually or electronically, including via the Internet, for conservation, environmental decision-making, education, research and other public benefit uses in accordance with Butterfly Conservation's data access policy. Names and contact details of data suppliers will be used for administration and verification purposes only. Your contact details will not be passed to other parties without the consent of the data supplier, whilst your name will form part of the record that is collated and disseminated in accordance with Butterfly Conservation's privacy policy. For more details the Butterfly Conservation's Data Access Policy can be found at www.butterfly-conservation.org/bnm

Link sections on this page . . .
Branch Annual Reports
Transect Recording Instructions
Weekly transect & summary forms ~ postal
Transect records sent by email
Herts & Middlesex Butterfly Mapping Record Sheet ~ Postal
Copyright Policy
Transect Page index

top of page

Copyright Butterfly Conservation © 2005 Hertfordshire and Middlesex Branch
Privacy and Copyright Statement
Butterfly Conservation is a registered charity and non-profit-making company, limited
by guarantee. Registered in England No.2206468. Registered Charity No.254937.