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Behavior Ethogram (San Diego Zoo) and Protocol

 

Giant Panda Behavior Research Methods
Dr. Ron Swaisgood, C.R.E.S

In this section an overview of the behavior research methods used by San Diego Zoo research staff is presented. The version here is the one used in Wolong, which differs only slightly from the one used in San Diego. We have found that each institution may have slight variations (for example, enclosure design, access to conspecifics) that requires minor modifications to the methodology to accommodate each unique situation. The version offered here is also a somewhat abbreviated version of our working methodology. In the longer version, we provide details of the minutiae and nuances regarding what constitutes a particular behavior, and supplemental rules that guide the observer through many decisions that need to be made in specific—and often rare—situations. Still, the version presented here is quite long and comprehensive, for it meets the needs of more than a dozen different topics subject to study by our research team. We recommend that anyone wishing to use this methodology should pick and choose behaviors and protocols tailored to their own specific research needs.

The observer is provided with a detailed ethogram (a list of behaviors with precise operational definitions), a recording protocol, a behavior data collection sheet, and a data summary sheet.

Behavior data collection sheet.

A place to record standard “header” information is found at the top of the data collection sheet. Here we record the subject’s identity, the date and time, the observer’s name, the enclosure, the temperature and cloud cover, the identity of neighboring pandas, and the number of visitors present. In addition to this standard information, we record an estimate of the quantity and quality of bamboo available during the session. Bamboo availability is rated by the following criteria on a scale from 0 to 3 at intervals of 0.5.

Bamboo quality index:

0. No bamboo present or available bamboo is in very poor condition and most of preferred portions are already eaten. Often recorded for leftovers present in the morning prior to the day’s first feeding.

1. Panda is given a small amount of fresh bamboo (e.g., less than 25% of a “typical” feed or there is little bamboo remaining from a previous feeding and most is old and of poor quality, yet some “desirable” portions remain).

2. Ample relatively fresh bamboo remaining, although some may have been eaten earlier.

3. Ample fresh bamboo present, placed in the enclosure just prior to or during the observation period.

Note: if the status of bamboo changes during the observation session, calculate an average bamboo quality index for the session based on the length of time bamboo of a particular rating was present. For example, if in a 45-min session, a “0” is scored for the first 30 min and a “3” is scored for the last 15 min, the average score is: (0+0+3)/3= 1.

Below the header are 30 rows for collection of behavioral data. Each row represents one minute. The first column is for recording all occurrences of behaviors occurring during the one-minute interval. The second column is for recording of vocalizations using the “one-zero” method. The next column is for recording the “point sample” behavior at the end of each one-minute interval. In the last three columns the panda’s location, social distance to other pandas, and “interaction potential” with other pandas are recorded. For definitions see below.

Behavior Data Recording Protocol

Terminology for behavioral categories.

• STATES (S) are generally behaviors that are long in duration, such as resting, feeding, or locomoting. We only record STATES in all-occurences if the behavior lasts more than 5 seconds (see below).

• EVENTS (E) are generally behaviors that are of relatively short duration, such as somersault, head-toss, and approach.

• STATE-LIKE EVENTS (SLE). Not all behaviors fall neatly into these two categories. Some EVENTS can occur for more than five seconds, making them "STATE-LIKE". For example, a somersault only takes approx. 1-2 seconds, so it would qualify as an EVENT. However, if a panda somersaults down a hill, it could take 7-8 seconds. Therefore, the EVENT "somersault" now becomes a STATE of somersaulting which is longer in duration. These "STATE-LIKE EVENTS" do not have to occur for five seconds before they are recorded because we treat them as EVENTS; however, in all other respects, they are treated like STATES.

We use three fundamental behavior recording methods:

All-occurrence sampling. This method is used to record each instance of a behavior as it occurs, and provides an accurate record of the frequency of the behavior. A behavior may be recorded several times within a one-minute interval. Each EVENT is recorded every time it is observed, regardless of how long the event lasts or how much time passes between each occurrence of the same event. STATES must last for > 5 seconds before it is recorded. A particular state must be interrupted for more than 5 seconds before it is recorded a second time. For example, if the panda locomotes for 8 seconds, rests for 3 seconds, then continues to locomote, only a single bout of locomotion is recorded and rest is not recorded at all. SLE’s need not last 5 seconds, but they must be interrupted for > 5 seconds before another bout of the same behavior is recorded.

One-zero sampling. This method is most useful for recording behaviors that occur too frequently to record each instance (e.g., vocalizations, tongue-flicking) or for behaviors in which the onset and termination are difficult to identify (e.g., tail-up and many forms of play). If a behavior designated as a one-zero behavior occurs, the behavior is recorded once and only once during that one-minute interval. If it is observed several times during an interval, it is still recorded only once. If it is not observed during that interval, it is not recorded. Thus, it is recorded one or zero times per interval, hence the label “one-zero” sampling. Note that if a behavior occurs at the end of one interval and carries over into the next interval, it is recorded in both intervals: the behavior need not stop and start as in all-occurrence sampling. This method of sampling yields a type of frequency, but not the “true” frequency provided in all-occurrence sampling. Only behaviors designated as “1-0” in the ethogram are recorded in this manner.

Point-in-time sampling. This method is used to estimate the percent time that animals spend in various STATES or STATE-LIKE EVENTS. At the end of each one-minute interval a “beep” will sound, and the observer records the STATE or SLE that the animal is engaged in at precisely the time of the beep. Percent time is calculated by dividing the number of intervals the behavior was observed at the “point sample” by the total number of intervals during the observation session (e.g., 30/100=30%). A hierarchy for which behavior to record when more than one behavior is observed at the beep is provided. In general, only STATES and SLE’s are recorded at the point sample. However, a few EVENTS and 1-0 behaviors are also recorded at the beep, designated by “at beep” in the ethogram. These are behaviors that we wish to record frequencies using one-zero or event protocols, but wish to obtain a percent time estimate for these behaviors at the point sample as well. A good example is the stereotypic behavior “head toss.” Most pandas generally head-toss in a very event-like way, e.g,, once will turning a corner. A few pandas, however, spend a great deal of time head tossing, and may stop and head toss 10-15 times in a row. In this case, we’d like to know how many head tosses were observed (i.e., as events), but we’d also like to know how much time they spend head-tossing (point sample). Note that since true events are very short in duration (e.g., a vocalization, though recorded using 1-0 method) an animal is usually engaged in some behavioral state (e.g., locomotion) simultaneously. Thus, if an animal is locomoting and vocalizing at the beep, locomotion is recorded. Note that the behavior data sheet also has columns at the end of each interval to record other information at the point sample, such as location and social distance.

Giant Panda Ethogram, Abbreviated Version

This ethogram is the product of several years of intensive observations of giant pandas. The original version was based largely on published accounts of panda behavior available at the time from the work of Devra Kleiman and George Schaller. Initially, we used a recording system in which each behavior was identified by a numeric code. Often we found that our research needs required that these general categories be divided into several subcategories, and we instituted the practice of identifying subcategories by following the numeric code with a letter (e.g., feed on bamboo = 1a). As time passed we began to see many behaviors that had not been reported before, and we added these to the ethogram. Panda behavior can be very idiosyncratic (especially stereotypies) and as we increased the number of pandas observed in China, we added new behaviors to describe what we observed. We also greatly expanded the scope of our research, and with each new project we added numerous new behaviors to meet the needs of the research question. For example, we now have ongoing research programs on chemical communication, acoustic communication, several aspects of reproductive behavior, social behavior, pregnancy monitoring, mother-infant relationship, behavioral development, psychological well-being, environmental enrichment, cognition, color discrimination, and bamboo feeding. Eventually the numeric system grew unwieldy, and as we added new behaviors, we used a shorthand code that used 2 or more letters from the behavioral descriptor (e.g., BO = Bite Object, AP = approach). The resulting ethogram, therefore, reflects this evolutionary history.

GIANT PANDA ETHOGRAM, SAN DIEGO

Miscellaneous Individual Behaviors.

Code

S-E

Activity

Definition

0

S

Not visible

Animal moves temporarily out of view. (Score for point samples only.)

1a

S

Feed on bamboo

Feeding on provisionedbamboo.  Includes both consumption (chewing) and handling of food, for example, peeling bamboo stalks, stripping leaves, or any other manipulation of bamboo to prepare it for consumption.

1b

S

Feed on provisioned food

Feeding on any other provisioned food (bread, vegetables, fruit).  Feeding defined as in 1a above.

1c

S

Forage on bamboo

Feeding on bamboo growing in enclosures.  Feeding defined as in 1a above.

1d

S

Forage- other

Feeding on any vegetation growing in enclosures.  Note food type.  Feeding defined as in 1a above.

1E

S

Feed on enrichment

Feeding on an enrichment item not specifically provided for that purpose (e.g. ice, hay, bamboo puzzle feeders).  Feeding defined as in 1a above.

FS

S

Food Search

Any behaviors associated with looking for biscuits, such as walking slowly while sniffing the ground, or sitting and sniffing the area for more biscuits.  FS may only be scored within the context of a feeding bout and includes re-visiting sites where food has been offered in the past.  FS also includes climbing to look for food or standing bipedally to sniff the structure.  FS need not be followed by feeding.  EFS is scored when the panda searches for food items that have been removed from enrichment itemssuch as puzzle feeders. Use of the paws should be scored as PAW (see below).

2

S

Locomote

Short bout of directional travel between points, or sustained locomotion in a non-stereotyped manner.  If panda walks through waterplease note substrate and location (i.e. 'g-drinker' or 'g-pond') each time panda walks through water during the locomotion bout (i.e. '2-g-drinker, -g-pond, -g-pond).  Walking through water does notinterrupt a locomotion bout (i.e. treat as a true event).

3

S

Stereotypic

Pacing

Back and forth, or perimeter travel in a repetitive, sustained, stereotyped pattern.  Must travel the same route at least 3 times.  Includes travel patterns interrupted by other repetitive behaviors, e.g., if the animal stops and looks out of his pen in the same location as part of the travel pattern.

3b

S

Quasi-Stereotypic

Pacing

As in 3 above, except animal need not take the same path 3 or more times in a row.  Any pacing in which a predictable pattern emerges.  There may be variations in the routine or the animal may alternate between a limited number of travel paths.  A good rule of thumb to use is to ask yourself whether the animal would wear a path if grass were growing there.

 

4

S

Climb

(substrate)

Vertical ascent or descent, as into trees or structures;  counted as climb only if all four extremities leave the ground.  Includes only active climbing;  if an animal rests in a tree, for example, “rest” is recorded.

5

 

Stereotypy:

(Evolving definition)

Animal engages in unvarying and repetitive acts that have no obvious goal or function.  As these can be highly individualistic, new stereotypies will need to be added to the ethogram as stereotypic patterns are discerned for each animal.

 

Context:  Record any external stimuli which appear to evoke stereotypy bouts.  (Record the occurrence of these stimuli even when they do not evoke bouts of stereotypy.)

 

* Be on the look out for “loose stereotypies.” i.e., those that contain fixed, predictable components with variable, unpredictable elements (Mason, 1995) and repetitive patterns that occur over longer time scales.

 

Since stereotypies develop from normal behavioral elements, the occasional occurrence of one of the following behaviors should not be scored as a stereotypy unless it becomes part of a rigid, repetitive routine.

5a

E

Pirouette

Stands on hind legs and spins at least 90 degrees.

5b

E

Head-toss

Animal abruptly lifts head upward and/or to the side in a swinging movement;  often occurs during pacing (especially when turning).  Count each individual head-toss.

5c

SLE

Bizarre limb movements

?  Not observed in Wolong, but be on the lookout for them.

5d

SLE

Self-biting

Animal bites itself repeatedly in a stereotyped manner (not grooming).

5e

E

Truncated somersault

Places head to ground as if to do a somersault, but does not complete action; often part of a stereotyped locomotor routine.

5f

S

Stereotyped masturbation

Animal masturbates repetitively and rigidly for long periods;  may be manual or oral.

5g

SLE

Weave

Animal “weaves” back and forth, undulating the front portion of the body, somewhat reminiscent of a fish’s swimming movements.

5h

SLE

Sway

Animal swings head back and forth, but does not have undulating movements associated with swaying.

5i

1-0

&

at beep

Tongue flick

Animal sticks tongue out repetitivelyin a licking movement;  not associated with feeding or grooming after feeding. 

5k

E

Sit-up

Animal lies on back, then sits upright.  May repeat more than once.  This behavior mustbe part of a (quasi)stereotypic pacing pattern.

5m

S

Paw suck

Repetitive, sustained sucking of the toes/paw--not associated with grooming. (As seen in Zhuang Zhuang)

 

5o

SLE

Cage Climb

Animal stands bipedally and sways or makes climbing motions, as if attempting to escape.

5p

S

Stereotypic Regurgitation

Animal vomits and reingests vomit repeatedly (usually 2-4  times/min).  Only score for habitual regurgitators, not the occasional bout of illness.

6

 

Maintenance:

Comfort behaviors.

6a

S

Scratch

Scratch self with paws.

6b

S

Scratch against surface

Animal rubs a small part of its body repetitively back and forth against an object, as if “to scratch an itch.” 

6c

S

“Dirt” bathe

Animal rolls on ground, scratching body on surface;  may use paws to throw dirt over body.  If dirt bathe on substrate other than dirt, score 6c and identify substrate. If dirt bathes on enrichment substrate (e.g.hay), preface with an “E.”  Differentiate from locomotor play (rolling), where the point does not seem to be to rubthe body against the ground, and from rolling, which is an estrous behavior accompanied by bleating and/or chirping, etc.

6d

S

Licks vulva

Licks vulva; includes dark region surrounding vulva. If female is turned away so that a clear view is not available and appears to be licking in the general vicinity of the vulva, score 6d (unless she has an infant that may be located in the vicinity of the vulva). Look for wiggling of the ears to determine if she is licking.

6f

S

Licks nipple

Licks nipple

6g

S

Licks/bites

Licks or bites self to clean or maintain pelage.  Simply licking the lips is not scored as “6g” unless it is incorporated into a bout of fur licking.

6h

S

Licks/bites forepaws

Licks or bites forepaws in a non-stereotypic, non-play context. 

TEX

1-0

and

at beep

Tactile Exploration

The use of front or back paws to manipulate a non mobile object such as a wall, log or tree trunk.  The focal animal must be stationary, and uses paws to bat, rub or paw at substrate.  Do not confuse with scratching wood (30).

OEX

1-0

and

at beep

Oral Exploration

The use of the mouth to manipulate a non mobile object such as a wall, log or tree trunk.  The focal animal must be stationary, and uses mouth to bite or chew at substrate.  Score only for cubs; for adults, use 29 (chewing).  Do not score OEX if the animal is using its mouth to aid in climbing/attempting to climb.

 

7a

at beep

Locomotor play

(at beep)

Superfluous, apparently purposeless activity such as, gamboling, frisking, somersaulting, rolling, and leaping. Record at point samples only.  In addition, record the behaviors listed below using 1-0 sampling per 1 min interval.

PR

1-0

Playful running

Rapid playful locomotion (gamboling, frisking)

JU

1-0

Jump

Jumping, rearing up, or bucking in play; may twist and turn body.

SS

1-0

Somersault

Rolls head first, moving forwards; must complete roll.

HS

1-0

Head Stand

Stands on head; hind feet may be off the ground with body extended or body may be curled with hind feet on ground.

RO

1-0

Roll

Rolls and/or twists from side to side.  Must turn over at least 90 degrees.

SB